Ruby extend & include tracing code - ruby-on-rails

Question

I'm confused about using "include" vs "extend, after searching for hours all I got is that module methods used with instance of the class including the module, and module methods used with the class itself when the class extending the module of those methods.
but this didn't help me to figure out, why this code give error when commenting the extend module line in "#extend Inventoryable"
while work when uncomment it, here's the code
module Inventoryable
def create(attributes)
object = new(attributes)
instances.push(object)
return object
end
def instances
#instances ||= []
end
def stock_count
#stock_count ||= 0
end
def stock_count=(number)
#stock_count = number
end
def in_stock?
stock_count > 0
end
end
class Shirt
#extend Inventoryable
include Inventoryable
attr_accessor :attributes
def initialize(attributes)
#attributes = attributes
end
end
shirt1 = Shirt.create(name: "MTF", size: "L")
shirt2 = Shirt.create(name: "MTF", size: "M")
puts Shirt.instances.inspect
the output is
store2.rb:52:in `<main>': undefined method `create' for Shirt:Class (NoMethodError)
while when uncomment the "extend Inventoryable" to make the code work:
module Inventoryable
def create(attributes)
object = new(attributes)
instances.push(object)
return object
end
def instances
#instances ||= []
end
def stock_count
#stock_count ||= 0
end
def stock_count=(number)
#stock_count = number
end
def in_stock?
stock_count > 0
end
end
class Shirt
extend Inventoryable
include Inventoryable
attr_accessor :attributes
def initialize(attributes)
#attributes = attributes
end
end
shirt1 = Shirt.create(name: "MTF", size: "L")
shirt2 = Shirt.create(name: "MTF", size: "M")
puts Shirt.instances.inspect
makes the code work and output the following
[#<Shirt:0x0055792cb93890 #attributes={:name=>"MTF", :size=>"L"}>, #<Shirt:0x0055792cb937a0 #attributes={:name=>"MTF", :size=>"M"}>]
it's kinda confusing, but all I need to know, is why I need to extend the module in order to avoid the error ?, and how to edit this code to make it work without the extend method ? , what's left in the code that still depends on the extend ?

Answer 1

When you extend a module, the methods in that module become "class methods"**. So, when you extend Inventoryable, create becomes available as a method on the Shirt class.
When you include a module, the methods in that module become "instance methods"**. So, when you include Inventoryable, create is not available on the Shirt class (but is available on an instance of Shirt).
To make create available on the Shirt class when using include, you can use the included hook. That might look something like:
module Inventoryable
module ClassMethods
def create
puts "create!"
end
end
module InstanceMethods
end
def self.included(receiver)
receiver.extend ClassMethods
receiver.include InstanceMethods
end
end
Then if you do:
class Shirt
include Invetoryable
end
You can do:
> Shirt.create
create!
=> nil
** The ruby purists in the crowd will correctly point out that, in ruby, everything is an instance method and that there are no class methods. That is formally 100% correct, but we'll use the colloquial meaning of class and instance methods here.

Answer 2

When you extend a module in a class, you get the module's methods exposed as class methods but if you include the module then you get the module's method as instance methods, in your example for you to be able to call create method of Inventoryable class you need to invoke it using an instance of Shirt class (if you include the module)
shirt1 = Shirt.new(attributes).create(attributes)
Without more info I can't tell what you are trying to do but you need to redesign the initialize and create methods to decide where or what to do in those methods.
I'll try to explain it using a simple example
module A
def test
puts "ok"
end
end
class B
include A
end
class C
extend A
end
puts C.test # here you invoke the method against the class itself
puts B.new.test #here you create an instance to do it
Hope it helps.

Answer 3

At the end of the day, it's really simple:
C.include(M) makes the current superclass of C the superclass of M and M the superclass of C. In other words, it inserts M into C's ancestry chain.
obj.extend(M) is (roughly) the same as obj.singleton_class.include(M).