How Rails Concerns Work and How to Use Them

Many Rails applications, including the framework itself, make heavy use of concerns. However, if you are just getting into Rails, concerns can be confusing to understand. Why do we need them, how do they work, and when do we use (or not use) them? When I started learning Rails a few months ago, concerns were one of the topics that took a long time for me to understand.

The Rails API documentation doesn't help, either. It starts with the assumption that the reader is already familiar with the problem concerns are trying to solve, and goes on to provide the solution, only adding to the confusion.

So I did some research and found the web has many interesting nuggets of concern wisdom scattered around, like this blog post from DHH demonstrating the usage of concerns, or these answers from the A May of WTFs thread from the Core Rails members explaining concerns with a metaphor of writing.

This blog post attempts to summarize these scattered pieces of information to paint a coherent picture, showing you how concerns can help you write better code.

Problem Concerns Solve

Using a concern lets you extract the common logic from different classes into a reusable module.

Consider the following two models: Post and Comment. In addition to the code specific to them, both models contain the code that handles their visibility, i.e. the visible_to attribute, is_visible instance method, and count_all_visible class method. There could be many other models that need to control their visibility in a similar way. It would be nice if there was a way to abstract this code.

# post.rb

class Post < ApplicationRecord
  belongs_to :author
  has_many :comments, dependent: :delete_all
  has_rich_text :content

  validates :title, presence: true, length: { minimum: 2 }
  validate :has_valid_content

  attr_accessor :visible_to

  def is_visible?
    visible_to.present?
  end

  def has_valid_content
    # some code
  end

  def self.count_all_visible
    all.select { |item| item.is_visible? }
  end
end

# comment.rb

class Comment < ApplicationRecord
  belongs_to :post
  validates :commenter, :body, presence: true

  attr_accessor :visible_to

  def is_visible?
    visible_to.present?
  end

  def self.count_all_visible
    all.select { |item| item.is_visible? }
  end
end

What is a Concern?

A lot of concerns are simply Ruby modules that are mixed in, with no additional stuff added. And then for a few cases, like when your concern includes both class and instance methods, or you want to call class methods on mixin, you can use extend ActiveSupport::Concern. - DHH

A Rails Concern is a module that extends the ActiveSupport::Concern module. Concerns allow us to include modules with methods (both instance and class) and constants into a class so that the including class can use them.

A concern provides two blocks:

included

The code inside the included block is evaluated in the context of the including class. For example, if Post includes a concern, anything inside the included block will be evaluated as if it was written inside Post.
You can write class macros (validations, associations, scopes, etc.) here, and any methods become instance methods of the including class.

class_methods

The methods added inside this block become the class methods on the including class.
Instead of the class_methods block, you can create a nested module named ClassMethods.

Here's a concern named Taggable.

module Taggable
  extend ActiveSupport::Concern

  included do

  end

  class_methods do

  end
end

A concern is a module that you extract to split the implementation of a class or module in coherent chunks, instead of having one big class body. The API surface is the same one, they just help organize the code. A concern is a regular Ruby mixin, there’s nothing else, it is not a new concept. It is plain Ruby. - Xavier Noria

How to Use a Concern?

Let's create a Visible concern to extract the visibility-related code from the Post and Comment models. In general, the Visible concern deals with an entity's visibility, concerning if it is visible or not.

# visible.rb

module Visible
  extend ActiveSupport::Concern

  # The code inside the included block is evaluated
  # in the context of the class that includes the Visible concern.
  # You can write class macros here, and
  # any methods become instance methods of the including class.
  included do
    attr_accessor :visible_to

    def is_visible?
      visible_to.present?
    end
  end

  # The methods added inside the class_methods block (or, ClassMethods module)
  # become the class methods on the including class.
  class_methods do
    def count_all_visible
      all.select { |item| item.is_visible? }
    end
  end
end

To use this concern, you include the module as usual. For example, if the Post model wanted the visibility functionality, it would include the Visible concern.

class Post
  include Visible

end

Including this concern adds the visible_to attribute, is_visible instance method, and the count_all_visible class method to the Post class.

The following test illustrates this.

require "test_helper"

class PostTest < ActiveSupport::TestCase

  test "Post can include the visible concern" do
    post = Post.new
    assert_not post.is_visible?

    post.visible_to = "reader"
    assert_equal "reader", post.visible_to
    assert post.is_visible?

    assert_equal [], Post.count_all_visible
  end
end

Why do we need Concerns?

You might wonder: what's the point of all this cleverness? If we are trying to abstract some common behavior at a central location, can't we simply create a new class, encapsulating the query in a stand-alone object? And you'd be right.

You can create a class containing the shared code, instantiate it, and use it.

visibility_manager = Visibilty.new

visibility_manager.is_visible(post)

However, concerns are often just the right amount of abstraction, resulting in a friendlier API. All the methods you need are right there, on the primary object, and you don’t need to introduce an intermediate object like visibility_manager to access the shared code.

Here's how DHH addresses this concern (no pun intended) ;)

So that’s another way of putting this: It’s a writing style. Like using subheads to explain subservient ideas within a broader context. You could probably extract all those subheads out, and turn them into little essays of their own. But that’s often just not the right level of extraction. As you saw, the Accessor role starts life as literally just two methods! It doesn’t warrant being turned into it’s own class. It doesn’t have an independent center of gravity. - A May of WTFs

That's what concerns are: A way to group related methods together, while still living under a single class.

It's structured writing.

Original Post: How Rails Concerns Work and How to Use Them