Ruby

This Ruby SDK is designed to help you integrate with Unleash and evaluate feature flags inside your application.

You can use this client with Unleash Enterprise or Unleash Open Source.

Supported Ruby Interpreters

• MRI 3.4
• MRI 3.3
• MRI 3.2
• MRI 3.1
• MRI 3.0
• MRI 2.7
• jruby 9.4

Installation

Add this line to your application’s Gemfile:

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gem 'unleash', '~> 6.4.1'

And then execute:

$ bundle

Or install it yourself as:

$ gem install unleash

Configuration

It is required to configure:

• app_name with the name of the running application
• url of your Unleash server
• custom_http_headers with {'Authorization': '<YOUR_API_TOKEN>'} when using Unleash v4+

It is highly recommended to configure:

• instance_id parameter with a unique identifier for the running instance

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Unleash.configure do |config|
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  config.app_name            = 'my_ruby_app'
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  config.url                 = '<YOUR_UNLEASH_URL>/api'
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  config.custom_http_headers = {'Authorization': '<YOUR_API_TOKEN>'}
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end

or instantiate the client with the valid configuration:

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UNLEASH = Unleash::Client.new(url: '<YOUR_UNLEASH_URL>/api', app_name: 'my_ruby_app', custom_http_headers: {'Authorization': '<YOUR_API_TOKEN>'})

Dynamic Custom HTTP Headers

If you need custom HTTP headers that change during the lifetime of the client, you can pass custom_http_headers as a Proc.

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Unleash.configure do |config|
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  config.app_name            = 'my_ruby_app'
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  config.url                 = '<YOUR_UNLEASH_URL>/api'
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  config.custom_http_headers =  proc do
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    {
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      'Authorization': '<YOUR_API_TOKEN>',
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      'X-Client-Request-Time': Time.now.iso8601
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    }
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  end
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end

List of Arguments

For a more in-depth look, please see lib/unleash/configuration.rb.

Usage in a Plain Ruby Application

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require 'unleash'
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require 'unleash/context'
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@unleash = Unleash::Client.new(app_name: 'my_ruby_app', url: '<YOUR_UNLEASH_URL>/api', custom_http_headers: { 'Authorization': '<YOUR_API_TOKEN>' })
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feature_name = "AwesomeFeature"
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unleash_context = Unleash::Context.new
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unleash_context.user_id = 123
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if @unleash.is_enabled?(feature_name, unleash_context)
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  puts " #{feature_name} is enabled according to unleash"
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else
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  puts " #{feature_name} is disabled according to unleash"
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end
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if @unleash.is_disabled?(feature_name, unleash_context)
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  puts " #{feature_name} is disabled according to unleash"
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else
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  puts " #{feature_name} is enabled according to unleash"
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end

Usage in a Rails Application

1. Add Initializer

The initializer setup varies depending on whether you’re using a standard setup, Puma in clustered mode, Phusion Passenger, or Sidekiq.

1.a Initializer for Standard Rails Applications

Put in config/initializers/unleash.rb:

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Unleash.configure do |config|
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  config.app_name = Rails.application.class.module_parent_name
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  config.url      = '<YOUR_UNLEASH_URL>'
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  # config.instance_id = "#{Socket.gethostname}"
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  config.logger   = Rails.logger
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  config.custom_http_headers = {'Authorization': '<YOUR_API_TOKEN>'}
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end
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UNLEASH = Unleash::Client.new
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# Or if preferred:
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# Rails.configuration.unleash = Unleash::Client.new

For config.instance_id use a string with a unique identification for the running instance. For example, it could be the hostname if you only run one App per host, or the docker container ID, if you are running in Docker. If not set, the client will generate a unique UUID for each execution.

To have it available in the rails console command as well, also add to the file above:

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Rails.application.console do
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  UNLEASH = Unleash::Client.new
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  # or
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  # Rails.configuration.unleash = Unleash::Client.new
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end

1.b Add Initializer if Using Puma in Clustered Mode

That is, multiple workers configured in puma.rb:

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workers ENV.fetch("WEB_CONCURRENCY") { 2 }

With preload_app!

Then you may keep the client configuration still in config/initializers/unleash.rb:

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Unleash.configure do |config|
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  config.app_name    = Rails.application.class.parent.to_s
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  config.url                 = '<YOUR_UNLEASH_URL>/api'
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  config.custom_http_headers = {'Authorization': '<YOUR_API_TOKEN>'}
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end

But you must ensure that the Unleash client is instantiated only after the process is forked. This is done by creating the client inside the on_worker_boot code block in puma.rb as below:

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#...
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preload_app!
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#...
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on_worker_boot do
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  # ...
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  ::UNLEASH = Unleash::Client.new
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end
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on_worker_shutdown do
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  ::UNLEASH.shutdown
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end

Without preload_app!

By not using preload_app!:

• The Rails constant will not be available.
• Phased restarts will be possible.

You need to ensure that in puma.rb:

• The Unleash SDK is loaded with require 'unleash' explicitly, as it will not be pre-loaded.
• All parameters are set explicitly in the on_worker_boot block, as config/initializers/unleash.rb is not read.
• There are no references to Rails constant, as that is not yet available.

Example for puma.rb:

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require 'unleash'
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#...
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# no preload_app!
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on_worker_boot do
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  # ...
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  ::UNLEASH = Unleash::Client.new(
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    app_name: 'my_rails_app',
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    url: '<YOUR_UNLEASH_URL>/api',
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    custom_http_headers: {'Authorization': '<YOUR_API_TOKEN>'},
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  )
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end
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on_worker_shutdown do
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  ::UNLEASH.shutdown
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end

Note that we also added shutdown hooks in on_worker_shutdown, to ensure a clean shutdown.

1.c Add Initializer if Using Phusion Passenger

The Unleash client needs to be configured and instantiated inside the PhusionPassenger.on_event(:starting_worker_process) code block due to smart spawning:

The initializer in config/initializers/unleash.rb should look like:

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PhusionPassenger.on_event(:starting_worker_process) do |forked|
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  if forked
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    Unleash.configure do |config|
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      config.app_name    = Rails.application.class.parent.to_s
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      # config.instance_id = "#{Socket.gethostname}"
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      config.logger      = Rails.logger
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      config.url                 = '<YOUR_UNLEASH_URL>/api'
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      config.custom_http_headers = {'Authorization': '<YOUR_API_TOKEN>'}
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    end
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    UNLEASH = Unleash::Client.new
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  end
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end

1.d Add Initializer Hooks When Using Within Sidekiq

Note that in this case, we require that the code block for Unleash.configure is set beforehand. For example in config/initializers/unleash.rb.

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Sidekiq.configure_server do |config|
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  config.on(:startup) do
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    UNLEASH = Unleash::Client.new
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  end
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  config.on(:shutdown) do
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    UNLEASH.shutdown
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  end
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end

2. Set Unleash::Context

Add the following method and callback in the application controller to have @unleash_context set for all requests:

Add in app/controllers/application_controller.rb:

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  before_action :set_unleash_context
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  private
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  def set_unleash_context
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    @unleash_context = Unleash::Context.new(
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      session_id: session.id,
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      remote_address: request.remote_ip,
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      user_id: session[:user_id]
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    )
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  end

Alternatively, you can add this method only to the controllers that use Unleash.

3. Sample Usage

Then wherever in your application that you need a feature toggle, you can use:

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if UNLEASH.is_enabled? "AwesomeFeature", @unleash_context
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  puts "AwesomeFeature is enabled"
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end

or if client is set in Rails.configuration.unleash:

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if Rails.configuration.unleash.is_enabled? "AwesomeFeature", @unleash_context
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  puts "AwesomeFeature is enabled"
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end

If you don’t want to check a feature is disabled with unless, you can also use is_disabled?:

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# so instead of:
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unless UNLEASH.is_enabled? "AwesomeFeature", @unleash_context
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  puts "AwesomeFeature is disabled"
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end
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# it might be more intelligible:
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if UNLEASH.is_disabled? "AwesomeFeature", @unleash_context
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  puts "AwesomeFeature is disabled"
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end

If the feature is not found in the server, it will by default return false. However, you can override that by setting the default return value to true:

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if UNLEASH.is_enabled? "AwesomeFeature", @unleash_context, true
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  puts "AwesomeFeature is enabled by default"
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end
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# or
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if UNLEASH.is_disabled? "AwesomeFeature", @unleash_context, true
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  puts "AwesomeFeature is disabled by default"
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end

Another possibility is to send a block, Lambda or Proc to evaluate the default value:

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net_check_proc = proc do |feature_name, context|
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  context.remote_address.starts_with?("10.0.0.")
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end
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if UNLEASH.is_enabled?("AwesomeFeature", @unleash_context, &net_check_proc)
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  puts "AwesomeFeature is enabled by default if you are in the 10.0.0.* network."
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end

or

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awesomeness = 10
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@unleash_context.properties[:coolness] = 10
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if UNLEASH.is_enabled?("AwesomeFeature", @unleash_context) { |feat, ctx| awesomeness >= 6 && ctx.properties[:coolness] >= 8 }
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  puts "AwesomeFeature is enabled by default if both the user has a high enough coolness and the application has a high enough awesomeness"
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end

Note:

• The block/lambda/proc can use the feature name and context as arguments.
• The client will evaluate the fallback function once per call of is_enabled(). Please keep this in mind when creating your fallback function.
• The returned value of the block should be a boolean. However, the client will coerce the result to a boolean via !!.
• If both a default_value and fallback_function are supplied, the client will define the default value by ORing the default value and the output of the fallback function.

Alternatively by using if_enabled (or if_disabled) you can send a code block to be executed as a parameter:

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UNLEASH.if_enabled "AwesomeFeature", @unleash_context, true do
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  puts "AwesomeFeature is enabled by default"
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end

Note: if_enabled (and if_disabled) only support default_value, but not fallback_function.

Variations

If no flag is found in the server, use the fallback variant.

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fallback_variant = Unleash::Variant.new(name: 'default', enabled: true, payload: {"color" => "blue"})
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variant = UNLEASH.get_variant "ColorVariants", @unleash_context, fallback_variant
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puts "variant color is: #{variant.payload.fetch('color')}"

Bootstrapping

Bootstrap configuration allows the client to be initialized with a predefined set of toggle states. Bootstrapping can be configured by providing a bootstrap configuration when initializing the client.

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@unleash = Unleash::Client.new(
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    url: '<YOUR_UNLEASH_URL>/api',
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    app_name: 'my_ruby_app',
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    custom_http_headers: { 'Authorization': '<YOUR_API_TOKEN>' },
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    bootstrap_config: Unleash::Bootstrap::Configuration.new({
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        url: "<YOUR_UNLEASH_URL>/api/client/features",
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        url_headers: {'Authorization': '<YOUR_API_TOKEN>'}
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    })
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)

The Bootstrap::Configuration initializer takes a hash with one of the following options specified:

• file_path - An absolute or relative path to a file containing a JSON string of the response body from the Unleash server. This can also be set through the UNLEASH_BOOTSTRAP_FILE environment variable.
• url - A url pointing to an Unleash server’s features endpoint, the code sample above is illustrative. This can also be set through the UNLEASH_BOOTSTRAP_URL environment variable.
• url_headers - Headers for the GET HTTP request to the url above. Only used if the url parameter is also set. If this option isn’t set then the bootstrapper will use the same url headers as the Unleash client.
• data - A raw JSON string as returned by the Unleash server.
• block - A lambda containing custom logic if you need it, an example is provided below.

You should only specify one type of bootstrapping since only one will be invoked and the others will be ignored. The order of preference is as follows:

• Select a data bootstrapper if it exists.
• If no data bootstrapper exists, select the block bootstrapper.
• If no block bootstrapper exists, select the file bootstrapper from either parameters or the specified environment variable.
• If no file bootstrapper exists, then check for a URL bootstrapper from either the parameters or the specified environment variable.

Example usage:

First, save the toggles locally:

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curl -H 'Authorization: <YOUR_API_TOKEN>' -XGET '<YOUR_UNLEASH_URL>/api' > ./default-toggles.json

Then use them on startup:

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custom_boostrapper = lambda {
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  File.read('./default-toggles.json')
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}
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@unleash = Unleash::Client.new(
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    app_name: 'my_ruby_app',
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    url: '<YOUR_UNLEASH_URL>/api',
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    custom_http_headers: { 'Authorization': '<YOUR_API_TOKEN>' },
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    bootstrap_config: Unleash::Bootstrap::Configuration.new({
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        block: custom_boostrapper
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    })
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)

This example could be easily achieved with a file bootstrapper, this is just to illustrate the usage of custom bootstrapping. Be aware that the client initializer will block until bootstrapping is complete.

Client Methods

For the full method signatures, see client.rb.

Local Test Client

# cli unleash client:
bundle exec bin/unleash-client --help
# or a simple sample implementation (with values hardcoded):
bundle exec examples/simple.rb

Available Strategies

This client comes with all the required strategies out of the box:

• ApplicationHostnameStrategy
• DefaultStrategy
• FlexibleRolloutStrategy
• GradualRolloutRandomStrategy
• GradualRolloutSessionIdStrategy
• GradualRolloutUserIdStrategy
• RemoteAddressStrategy
• UnknownStrategy
• UserWithIdStrategy

Custom Strategies

You can add custom activation strategies using configuration. In order for the strategy to work correctly it should support two methods name and is_enabled?.

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class MyCustomStrategy
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  def name
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    'myCustomStrategy'
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  end
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  def is_enabled?(params = {}, context = nil)
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    true
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  end
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end
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Unleash.configure do |config|
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  config.strategies.add(MyCustomStrategy.new)
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end

Development

After checking out the repo, run bin/setup to install dependencies. Then, run bundle exec rake spec to run the tests. You can also run bin/console for an interactive prompt that will allow you to experiment.

This SDK is also built against the Unleash Client Specification tests. To run the Ruby SDK against this test suite, you’ll need to have a copy on your machine, you can clone the repository directly using:

git clone --branch v$(ruby echo_client_spec_version.rb) https://github.com/Unleash/client-specification.git

After doing this, bundle exec rake spec will also run the client specification tests.

To install this gem onto your local machine, run bundle exec rake install.

Releasing

To release a new version, follow these steps:

1. Update version number:
   • Increment the version number in the ./lib/unleash/version.rb file according to Semantic Versioning guidelines.
2. Update documentation:
   • If the update includes a major or minor version change, update the Installation section in README.md.
   • Update CHANGELOG.md following the format on Keep a Changelog.
3. Commit changes:
   • Commit the changes with a message like: chore: bump version to x.y.z.
4. Release the gem:
   • On the main branch, run bundle exec rake release to create a git tag for the new version, push commits and tags to origin, and publish .gem file to rubygems.org.

Contributing

Bug reports and pull requests are welcome on GitHub at https://github.com/unleash/unleash-ruby-sdk.

Be sure to run both bundle exec rspec and bundle exec rubocop in your branch before creating a pull request.

Please include tests with any pull requests, to avoid regressions.

Check out our guide for more information on how to build and scale feature flag systems.