rolemodel/routing-patterns

Routes Best Practices

Purpose

This skill helps AI agents review, generate, and update Rails routes following professional patterns and best practices. It covers RESTful resource routing, route concerns for code reusability, shallow nesting strategies, and advanced route configurations that can be applied to any Rails application.

Context

This skill covers:

• Rails routing with RESTful conventions
• Route concerns for DRY (Don't Repeat Yourself) principle
• Shallow nesting to avoid overly long URLs
• Custom parameters and metadata for flexible routing
• Custom route resolvers for polymorphic paths
• Constraint-based routing for authorization
• Organization patterns for maintainable routes files

Best Practices

1. Route Concerns for Reusable Behavior

Define concerns at the top of routes.rb for behaviors shared across multiple resources. This keeps your routes DRY and maintainable.

Example: Commentable Resources

concern :commentable do
  resources :comments, commentable_type: parent_resource.name.classify
end

Example: Duplicatable Resources

concern :duplicatable do
  resources :duplications, only: %i[create], resource_type: parent_resource.name.classify
end

Example: Dynamic Form Updates (Turbo/AJAX)

concern :turbo_fetch do
  patch :turbo_fetch, on: :collection
end

Key Points:

• Concerns extract common nested resource patterns into reusable modules
• Use parent_resource.name.classify to dynamically pass the parent context type to controllers
• Specify only: or except: to limit actions when appropriate
• Custom parameters (like commentable_type, resource_type) are passed as metadata to controllers
• Controllers can access these via params[:commentable_type] or routing metadata

2. Applying Concerns to Resources

Apply concerns using the concerns: option with an array of symbols:

resources :products, concerns: %i[duplicatable turbo_fetch]
resources :articles, concerns: %i[commentable duplicatable turbo_fetch]

Benefits:

• Eliminates repetitive nested resource definitions
• Changes to shared behavior only need to be updated in one place
• Makes it immediately clear which resources share common functionality

3. Shallow Nesting Strategy

Use scope shallow: true wrapper to enable shallow nesting for all nested resources. This prevents URLs from becoming unwieldy with deep nesting.

scope shallow: true do
  resources :projects do
    resources :tasks do
      resources :comments
        # comments routes are shallow - only :index and :create are nested
        # show/edit/update/destroy use /comments/:id instead of /projects/:project_id/tasks/:task_id/comments/:id
      end
    end
  end
end

Benefits:

• Shorter, cleaner URLs for member actions (show, edit, update, destroy)
• Only collection actions (index, create) remain nested under parent
• Easier to bookmark and share individual resource URLs
• Can override with shallow: false when full nesting is needed

Generated Routes:

# Nested (collection routes)
GET    /projects/:project_id/tasks                tasks#index
POST   /projects/:project_id/tasks                tasks#create
GET    /projects/:project_id/tasks/new            tasks#new

# Shallow (member routes)
GET    /tasks/:id                                 tasks#show
GET    /tasks/:id/edit                            tasks#edit
PATCH  /tasks/:id                                 tasks#update
DELETE /tasks/:id                                 tasks#destroy

Override Example:

concern :assembly do
  # Keep full nesting when parent context is always needed
  resources :assembly_items, only: %i[show], param: :kind, shallow: false
end

4. Limiting Actions with only: and except:

Always be explicit about which actions a resource provides. This improves security, performance, and code clarity.

# Only specific actions
resources :webhooks, only: [], concerns: %i[turbo_fetch]  # No standard REST actions, only custom
resources :duplications, only: %i[create]                 # Only create action needed
resources :previews, only: %i[show update]                # Only show and update

# All except specific actions
resources :automations, except: %i[show]                  # All standard actions except show
resources :notes, except: %i[show]                        # Create/edit/destroy but no individual view
resources :widgets, except: %i[index show]                # No collection or individual views

Why This Matters:

• Prevents unused routes from cluttering rails routes output
• Blocks access to unimplemented controller actions
• Documents intent clearly for other developers
• Reduces attack surface by not exposing unnecessary endpoints

5. Nested Resources

For resources that belong to a parent, nest them appropriately:

resources :companies do
  resources :employees, except: %i[index show]
end

resources :products do
  resources :reviews, except: %i[index]
  resources :variants, except: %i[index show]
end

Common Pattern:

• Parent resource gets full CRUD by default
• Nested resources often exclude index (displayed on parent's show page)
• Nested resources often exclude show (edited inline or from parent view)
• Nested create/update/destroy actions work within parent context

6. Singular Resources

Use resource (singular) for resources where there's only one per parent:

resources :users do
  resource :profile, only: %i[show edit update]  # Only one profile per user
  resource :settings, only: %i[edit update]      # Only one settings per user
  resource :avatar, only: %i[show update]        # Only one avatar per user
end

Key Points:

• Singular resources don't have an index action
• URLs don't require an :id parameter (e.g., /users/1/profile not /users/1/profiles/1)
• Perfect for one-to-one relationships or singleton resources

7. Collection and Member Routes

Add custom routes using on: :collection or on: :member:

resources :products do
  # Collection routes (no :id needed)
  get :search, on: :collection              # /products/search
  post :bulk_import, on: :collection        # /products/bulk_import

  # Member routes (requires :id)
  post :duplicate, on: :member              # /products/:id/duplicate
  patch :archive, on: :member               # /products/:id/archive
  get :preview, on: :member                 # /products/:id/preview
end

# In a concern
concern :archivable do
  patch :archive, on: :member
  patch :unarchive, on: :member
end

Key Points:

• Collection routes act on the entire collection (no :id parameter)
• Member routes act on a single resource (requires :id parameter)
• Use appropriate HTTP verbs (GET for reads, POST for creates, PATCH/PUT for updates, DELETE for removes)

8. Custom Parameters

Override default parameter names using param::

resources :products, param: :slug  # Uses :slug instead of :id

# In concerns
concern :categorizable do
  resources :categories, only: %i[show], param: :slug
end

Results:

• URLs become /products/:slug instead of /products/:id
• Controller receives params[:slug] instead of params[:id]
• Example: /products/vintage-leather-jacket instead of /products/123
• Useful for SEO-friendly URLs or when using non-numeric identifiers

9. Default Options

Set default options for a resource:

resources :categories, defaults: { subcategory: false }

These defaults are available in params[:subcategory].

10. Custom Route Resolvers

Define custom resolvers for polymorphic path helpers:

resolve 'Bulk::Accessories' do |form|
  form.persisted? ? [form.accessory] : [form.tank, :accessories]
end

resolve 'AssemblyItem' do |item|
  [item.host, item]
end

Usage: These allow url_for(@form_object) or link_to(@assembly_item) to work correctly.

11. Session Routes

Use controller block with scope for related authentication actions:

controller :sessions do
  get :login, action: :new
  delete :logout, action: :destroy

  scope :auth do
    get :failure
    match 'ADFS/callback', action: :create, via: %i[get post], as: :adfs_callback
  end
end

12. Mounting Engines with Constraints

Mount admin engines with authentication constraints:

# Allow access only if user is logged in and is admin
mount PgHero::Engine, at: :pghero,
  constraints: -> env {
    env.session[:user_id].present? &&
    User.find_by(id: env.session[:user_id])&.admin?
  }

# Redirect to login if not authenticated
get :pghero, to: redirect('/login'), anchor: false,
  constraints: -> env { env.session[:user_id].blank? }

13. Health Check Routes

# Production health check
mount Health::Check::Engine, at: 'health-check' if Rails.env.production?

# Rails 7.1+ health check
get :up, to: 'rails/health#show', as: :rails_health_check

Complete Example Structure

Here's a well-organized routes file following all best practices:

Rails.application.routes.draw do
  # 1. Define concerns first (reusable route patterns)
  concern :commentable do
    resources :comments, commentable_type: parent_resource.name.classify
  end

  concern :archivable do
    patch :archive, on: :member
    patch :unarchive, on: :member
  end

  concern :searchable do
    get :search, on: :collection
  end

  # 2. Main routes with shallow nesting
  scope shallow: true do
    # Top-level resources
    resources :users, except: %i[show] do
      resource :profile, only: %i[show edit update]
      resource :settings, only: %i[edit update]
    end

    resources :products, concerns: %i[commentable archivable searchable] do
      resources :reviews, except: %i[index]
      resources :variants, except: %i[index show]
    end

    # Nested resources
    resources :projects do
      resources :tasks, concerns: %i[commentable] do
        resource :assignment, only: %i[create destroy]
      end
    end
  end

  # 3. Session/authentication routes
  controller :sessions do
    get :login, action: :new
    post :login, action: :create
    delete :logout, action: :destroy
  end

  # 4. Admin routes with constraints
  namespace :admin do
    resources :users
    resources :settings, only: %i[index update]
  end

  # 5. Mounted engines (with constraints if needed)
  mount Sidekiq::Web, at: '/sidekiq', constraints: AdminConstraint.new

  # 6. Custom route resolvers (for polymorphic routing)
  resolve 'ProjectTask' do |task|
    [task.project, task]
  end

  # 7. Health checks
  get :up, to: 'rails/health#show', as: :rails_health_check

  # 8. Root route
  root 'dashboard#index'
end

Review Checklist

When reviewing or generating routes, verify:

• [ ] Concerns are defined at the top of the file
• [ ] Concerns are DRY and reusable across multiple resources
• [ ] Custom parameters (like commentable_type) use parent_resource.name.classify
• [ ] Shallow nesting is enabled with scope shallow: true
• [ ] Resources explicitly use only: or except: to limit actions
• [ ] Nested resources follow the pattern (often no index/show)
• [ ] Singular resources use resource not resources
• [ ] Collection/member routes use on: parameter
• [ ] Custom parameter names use param: when needed
• [ ] Route resolvers are defined for form objects and polymorphic models
• [ ] Admin engines have authentication constraints
• [ ] Root route is defined
• [ ] Routes are organized logically (concerns → resources → custom → engines → resolvers → root)

Anti-Patterns to Avoid

❌ Don't repeat nested resource patterns:

resources :articles do
  resources :comments, commentable_type: 'Article'
end

resources :posts do
  resources :comments, commentable_type: 'Post'
end

✅ Use concerns instead:

concern :commentable do
  resources :comments, commentable_type: parent_resource.name.classify
end

resources :articles, concerns: %i[commentable]
resources :posts, concerns: %i[commentable]

❌ Don't use deep nesting without shallow:

resources :companies do
  resources :projects do
    resources :tasks do
      # Results in /companies/:company_id/projects/:project_id/tasks/:id/edit
    end
  end
end

✅ Use shallow nesting:

scope shallow: true do
  resources :companies do
    resources :projects do
      resources :tasks  # edit becomes /tasks/:id/edit
    end
  end
end

❌ Don't leave all actions when not needed:

resources :duplications  # Provides 7 REST actions but only need create

✅ Be explicit:

resources :duplications, only: %i[create]

❌ Don't use plural for singular resources:

resources :profiles, only: %i[show]  # There's only one profile per user

✅ Use singular resource:

resource :profile, only: %i[show]

❌ Don't hardcode context types:

concern :commentable do
  resources :comments, commentable_type: 'Article'  # Only works for articles
end

✅ Use parent_resource:

concern :commentable do
  resources :comments, commentable_type: parent_resource.name.classify
end

Advanced Patterns

Concerns with Nested Concerns

Concerns can reference other concerns for highly reusable routing patterns:

concern :searchable do
  get :search, on: :collection
  get :autocomplete, on: :collection
end

concern :taggable do
  resources :tags, only: %i[index create destroy],
    concerns: %i[searchable],
    taggable_type: parent_resource.name.classify
end

resources :articles, concerns: %i[taggable]
# Articles get tags with search and autocomplete functionality

Multiple Custom Params

You can pass multiple custom parameters to concerns:

concern :versioned do
  resources :versions,
    only: %i[index show],
    param: :version_number,
    shallow: false,
    versionable_type: parent_resource.name.classify
end

These custom parameters are available in the controller as routing metadata:

# In controller
def index
  @versionable_type = request.path_parameters[:versionable_type] # => "Article"
end

Context-Specific Route Additions

Add additional routes to specific resources after applying a concern:

resources :articles, concerns: %i[commentable] do
  # Add article-specific routes beyond the concern
  get :preview, on: :member
  post :publish, on: :member
end

Conditional Engine Mounting

Mount engines conditionally based on environment:

if Rails.env.production?
  mount HealthCheck::Engine, at: 'health-check'
end

unless Rails.env.production?
  mount LetterOpenerWeb::Engine, at: '/letter_opener'
end

Common Routing Patterns

These patterns appear frequently in Rails applications and can be implemented using concerns:

Commentable Resources:

• Pattern: Resources that can have comments
• Implementation: Nested comments resource with polymorphic association
• Applied to: Articles, blog posts, products, tasks, etc.

Duplicatable Resources:

• Pattern: Resources that can be cloned/duplicated
• Implementation: Create-only nested resource for duplication action
• Applied to: Templates, documents, configurations, etc.

Archivable Resources:

• Pattern: Resources that can be archived/unarchived
• Implementation: Member routes for archive state changes
• Applied to: Projects, documents, records, etc.

Searchable Resources:

• Pattern: Resources with search/filter functionality
• Implementation: Collection routes for search operations
• Applied to: Products, users, articles, etc.

Versioned Resources:

• Pattern: Resources with version history
• Implementation: Nested versions resource, often read-only
• Applied to: Documents, API resources, configurations, etc.

Taggable Resources:

• Pattern: Resources that can be tagged/categorized
• Implementation: Nested tags with create/destroy actions
• Applied to: Articles, images, bookmarks, etc.

Usage Instructions for AI Agents

When asked to review routes:

1. Check routes are organized: concerns → resources → custom → engines → resolvers → root
2. Verify concerns are properly defined and reusable
3. Check for deep nesting that should use shallow
4. Ensure resources use only:/except: appropriately
5. Verify singular vs plural resource usage
6. Check for repeated patterns that should be concerns
7. Validate custom resolvers match model relationships

When asked to generate new routes:

1. Determine if the behavior is reusable → create/use a concern
2. Check if resource should be nested under a parent
3. Enable shallow nesting for nested resources (unless explicitly needed)
4. Specify only: or except: based on needed actions
5. Use resource (singular) if there's only one per parent
6. Add custom collection/member routes if needed
7. Create route resolver if it's a form object or polymorphic model
8. Follow existing concern patterns for similar functionality

When asked to update routes:

1. Maintain consistency with existing patterns
2. If adding similar functionality to multiple resources, refactor to use concerns
3. Update existing concerns rather than duplicating code
4. Preserve shallow nesting strategy
5. Keep routes organized in the established structure
6. Update custom resolvers if model relationships change

Testing Routes

Always verify routes after changes:

# List all routes
rails routes

# Search for specific routes
rails routes | grep products

# Show routes for a specific controller
rails routes -c products

# Show routes with expanded format
rails routes --expanded

# Filter by HTTP verb
rails routes -g POST

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Last Updated: February 2026