DOCSP-48887: docs+ atlas search tutorial

source/interact-data.txt

@@ -21,6 +21,7 @@ Interact with Data
    Search Text </interact-data/text-search>
    Transactions and Sessions </interact-data/transaction>
    Nested Attributes </interact-data/nested-attributes>
+   Tutorial: Atlas Search </interact-data/atlas-search-tutorial>
 
 In this section, you can learn how to use {+odm+} to interact with your
 MongoDB data.
@@ -44,4 +45,8 @@ MongoDB data.
   transactions to make atomic data changes.
 
 - :ref:`mongoid-data-nested-attr`: Learn how to modify documents and
-  their associations in a single operation.
+  their associations in a single operation.
+
+To learn how to integrate the Atlas Search feature into an application,
+see the :ref:`Integrate Atlas Search into a {+ror+} App Tutorial
+<mongoid-atlas-search-rails-tutorial>`.

source/interact-data/atlas-search-tutorial.txt

@@ -0,0 +1,331 @@
+.. _mongoid-atlas-search-rails-tutorial:
+
+=========================================================
+Tutorial: Integrate Atlas Search into a {+ror+} App
+=========================================================
+
+.. facet::
+   :name: genre
+   :values: reference
+
+.. meta::
+   :keywords: code example, transform, pipeline
+
+.. contents:: On this page
+   :local:
+   :backlinks: none
+   :depth: 2
+   :class: singlecol
+
+Overview
+--------
+
+In this tutorial, you can learn how to integrate :atlas:`Atlas Search
+</atlas-search/>`, an advanced text search feature, into a {+ror+} app.
+
+After you complete this tutorial, you have a fully functional search
+feature embedded in your Rails app, allowing you to efficiently find
+information.
+
+Prerequisites
+-------------
+
+The tutorial builds on a template app that you can download from the
+:github:`mongodb-atlas-with-ruby-on-rails-example GitHub repository
+<mongodb-developer/mongodb-atlas-with-ruby-on-rails-example>` by running
+the following command:
+
+.. code-block:: bash
+
+   git clone https://github.com/mongodb-developer/mongodb-atlas-with-ruby-on-rails-example.git
+
+Then, set up the following components:
+
+1. Create a MongoDB Atlas cluster. To learn how to create a cluster, see
+   the :ref:`mongoid-quick-start-rails-create-deployment` step of the
+   Rails Quick Start guide.
+
+#. Update the app's ``config/mongoid.yml`` file with your own connection
+   string and set the default database to ``inspiration``, as shown the
+   following example configuration:
+
+   .. code-block:: yml
+
+      development:
+        clients:
+          default:
+            uri: mongodb+srv://<username>:<password>@<host>/inspiration
+
+#. Start the Rails app by running the ``rails server`` command, then
+   complete the :guilabel:`New Idea` entry form to insert some sample
+   data into the ``inspiration.ideas`` collection.
+
+   .. tip:: Sample Data
+
+      To successfully demonstrate the search functionality later in
+      the tutorial, insert sample documents that contain some overlapping
+      terms.
+
+#. Create an Atlas Search index in Compass or the Atlas UI called
+   ``inspiration`` with dynamic mappings. To learn more about creating
+   Atlas Search indexes, see the :atlas:`Manage Atlas Search Indexes
+   </atlas-search/manage-indexes/>` guide in the Atlas documentation.
+
+Steps
+-----
+
+.. procedure::
+   :style: connected
+
+   .. step:: Configure the Atlas Search feature in your {+odm+} model.
+
+      First, update the ``Idea`` model to handle queries to our
+      database by defining the ``search`` method in the model. The
+      method ``self.search(query)`` defines a class method called
+      ``search`` that takes a single argument ``query`` and returns the
+      results.
+
+      Open the ``app/models/idea.rb`` file and replace its contents with
+      the following code:
+
+      .. code-block:: ruby
+
+         class Idea
+           include Mongoid::Document
+           include Mongoid::Timestamps
+           field :name, type: String
+           field :description, type: String
+           field :picture, type: String
+
+           def self.search(query)
+             aggregation_pipeline = [
+               {
+                 "$search": {
+                   "index": "inspiration",
+                   "text": {
+                     "query": query,
+                     "path": ['name', 'description']
+                   },
+                   "sort": {
+                     "score": { "$meta": "searchScore" }
+                   }
+                 }
+               },
+               {
+                 "$limit": 20
+               }
+             ]
+             results = collection.aggregate(aggregation_pipeline)
+
+             search_results = results.to_a
+             search_results.map do |result|
+               Idea.new(
+                 id: result["_id"],
+                 name: result["name"],
+                 description: result["description"],
+                 picture: result["picture"]
+               )
+             end
+           end
+         end
+
+      When you call ``idea.search("<example query>")``, {+odm+} performs the
+      following actions:
+
+      1. Performs a full-text search by using the ``inspiration`` index.
+      #. Runs the query across the ``name`` and ``description`` fields.
+      #. Sorts the results by their relevance scores.
+      #. Limits the number of results to ``20`` to improve performance
+         for queries on large collections.
+
+      The ``search_results`` variable then converts the raw results from
+      MongoDB into an array of hashes that can be mapped to ``Idea``
+      model instances and rendered in your view files.
+
+   .. step:: Add a Search action in your controller.
+
+      Now that you defined the Search query functionality in the
+      ``Idea`` model, you must add an action to initiate queries.
+
+      Open the ``app/controllers/ideas_controller.rb`` file and add the
+      following action to your ``IdeasController`` before the ``private``
+      declaration:
+
+      .. code-block:: ruby
+
+         def search
+           @query = params[:query]
+           @ideas = @query.present? ? Idea.search(@query) : Idea.all
+           render :display_results
+         end
+
+      Now, when you submit a Search query, {+odm+} runs the
+      ``search`` method in the ``Idea`` model. The
+      results are then rendered in your view files.
+
+   .. step:: Generate the Search controller.
+
+      In this step, you create a ``SearchesController`` to handle Atlas Search
+      requests and display results.
+
+      Run the following command to generate the ``SearchesController``
+      and the ``display_results`` view file:
+
+      .. code-block:: bash
+
+         rails generate controller Searches display_results
+
+      Open the newly created ``searches_controller.rb`` file and replace
+      the contents with the following code:
+
+      .. code-block:: ruby
+
+         class SearchesController < ApplicationController
+           def display_results
+             query = params[:query]
+             @results = Idea.search(query)
+           end
+         end
+
+      Open the ``app/views/searches/display_results.html.erb`` file and
+      replace the contents with the following code, which renders the search results:
+
+      .. code-block:: html
+
+         <div class="search-results">
+           <h1>Search Results for "<%= params[:query] %>"</h1>
+
+           <% if @results.empty? %>
+             <p>No ideas found.</p>
+           <% else %>
+             <div class="idea-container">
+               <% @results.each do |result| %>
+                 <div class="idea">
+                   <h2><%= result.name %></h2>
+                   <p><%= truncate(result.description, length: 150) %></p>
+                   <img src="<%= result.picture %>" alt="<%= result.name %>" />
+
+                   <p><%= link_to "View", idea_path(result.id) %></p>
+                 </div>
+               <% end %>
+             </div>
+           <% end %>
+         </div>
+
+         <%= link_to "Back", ideas_path %>
+
+      Then, add the following code to your ``app/assets/stylesheets/application.css`` file to include
+      basic styling for the search results:
+
+      .. code-block:: css
+
+         .search-results {
+           width: 80%;
+           margin: 0 auto;
+         }
+         .idea-container {
+           display: flex;
+           flex-direction: column;
+         }
+         .idea {
+           padding: 20px;
+           border-bottom: 2px solid #ccc;
+           border-radius: 10px 10px 0 0;
+           margin-bottom: 10px;
+         }
+         .idea h2 {
+           margin: 0;
+         }
+         .idea p {
+           margin: 0;
+         }
+         .idea img {
+           width: 100px;
+           height: auto;
+           display: block;
+         }
+         ul {
+           list-style-type: none;
+           padding: 0;
+         }
+
+   .. step:: Create the Search form.
+
+      To enable Search queries directly in your application, open the 
+      ``app/views/ideas/index.html.erb`` file and add the following
+      code:
+
+      .. code-block:: html
+
+         <%= form_tag(search_results_path, method: :get, class: "form-inline") do %>
+           <div class="input-group mb-3">
+             <%= text_field_tag :query, params[:query], placeholder: "Search Ideas...", class: "form-control" %>
+             <div class="input-group-append">
+               <%= submit_tag "Search", class: "btn btn-primary text-white" %>
+             </div>
+           </div>
+         <% end %>
+
+      Add the following styling for the search bar to your ``application.css`` file:
+
+      .. code-block:: css
+
+         .input-group {
+           width: 100%;
+         }
+         .btn-primary {
+           background-color: #007bff;
+           border-color: #007bff;
+           color: white;
+         }
+         .btn-primary:hover {
+           background-color: #0056b3;
+           border-color: #004085;
+         }
+
+   .. step:: Update app routes for Search queries.
+
+      Replace the existing route in the ``config/routes.rb`` file with
+      following route to display search results:
+
+      .. code-block:: ruby
+
+         Rails.application.routes.draw do
+           root to: "ideas#index"
+           resources :ideas
+           get '/search_results', to: 'searches#display_results', as: "search_results"
+         end
+
+   .. step:: Start your application and run Search queries.
+
+      Run the following command to start your application:
+
+      .. code-block:: bash
+
+         rails server
+
+      Navigate to http://127.0.0.1:3000/ to view the landing page.
+
+      To submit a query, add a term or phrase in the search bar then
+      click the :guilabel:`Search` button. The following image depicts
+      the search results for the term ``"outdoor"``:
+
+      .. figure:: /includes/figures/atlas-search-tutorial-render.png
+         :alt: The rendered Search results
+
+      The search results depend on the documents in your
+      database. As the complexity of your data increases, you might need
+      to perform more advanced queries to narrow results. To learn more
+      about different Atlas Search queries and view examples, see the
+      :atlas:`Query Reference </atlas-search/query-ref/>` in the Atlas
+      documentation.
+
+Conclusion
+----------
+
+In this tutorial, you learned how to integrate the Atlas Search feature
+into a Rails application. This integration enhances usability and
+functionality while improving user engagement.
+
+To learn more about performing queries in {+odm+}, see the
+:ref:`mongoid-interact-data` guides.

source/quick-start-rails/next-steps.txt

@@ -28,3 +28,6 @@ Learn more about {+odm+} features from the following sections:
 
 - :ref:`mongoid-interact-data`: Learn how to interact with your MongoDB
   data by using {+odm+} models.
+
+- :ref:`mongoid-atlas-search-rails-tutorial`: Learn how to integrate the
+  Atlas Search feature into your application.