A Guide for Upgrading Ruby on Rails
This guide provides steps to be followed when you upgrade your applications to a newer version of Ruby on Rails. These steps are also available in individual release guides.
General Advice
Before attempting to upgrade an existing application, you should be sure you have a good reason to upgrade. You need to balance several factors: the need for new features, the increasing difficulty of finding support for old code, and your available time and skills, to name a few.
Test Coverage
The best way to be sure that your application still works after upgrading is to have good test coverage before you start the process. If you don't have automated tests that exercise the bulk of your application, you'll need to spend time manually exercising all the parts that have changed. In the case of a Rails upgrade, that will mean every single piece of functionality in the application. Do yourself a favor and make sure your test coverage is good before you start an upgrade.
Ruby Versions
Rails generally stays close to the latest released Ruby version when it's released:
- Rails 3 and above require Ruby 1.8.7 or higher. Support for all of the previous Ruby versions has been dropped officially. You should upgrade as early as possible.
- Rails 3.2.x is the last branch to support Ruby 1.8.7.
- Rails 4 prefers Ruby 2.0 and requires 1.9.3 or newer.
TIP: Ruby 1.8.7 p248 and p249 have marshaling bugs that crash Rails. Ruby Enterprise Edition has these fixed since the release of 1.8.7-2010.02. On the 1.9 front, Ruby 1.9.1 is not usable because it outright segfaults, so if you want to use 1.9.x, jump straight to 1.9.3 for smooth sailing.
The Rake Task
Rails provides the rails:update
rake task. After updating the Rails version
in the Gemfile, run this rake task.
This will help you with the creation of new files and changes of old files in an
interactive session.
$ rake rails:update
identical config/boot.rb
exist config
conflict config/routes.rb
Overwrite /myapp/config/routes.rb? (enter "h" for help) [Ynaqdh]
force config/routes.rb
conflict config/application.rb
Overwrite /myapp/config/application.rb? (enter "h" for help) [Ynaqdh]
force config/application.rb
conflict config/environment.rb
...
Don't forget to review the difference, to see if there were any unexpected changes.
Upgrading from Rails 4.1 to Rails 4.2
Web Console
First, add gem 'web-console', '~> 2.0'
to the :development
group in your Gemfile and run bundle install
(it won't have been included when you upgraded Rails). Once it's been installed, you can simply drop a reference to the console helper (i.e., <%= console %>
) into any view you want to enable it for. A console will also be provided on any error page you view in your development environment.
Responders
respond_with
and the class-level respond_to
methods have been extracted to the responders
gem. To use them, simply add gem 'responders', '~> 2.0'
to your Gemfile. Calls to respond_with
and respond_to
(again, at the class level) will no longer work without having included the responders
gem in your dependencies:
# app/controllers/users_controller.rb
class UsersController < ApplicationController
respond_to :html, :json
def show
@user = User.find(params[:id])
respond_with @user
end
end
Instance-level respond_to
is unaffected and does not require the additional gem:
# app/controllers/users_controller.rb
class UsersController < ApplicationController
def show
@user = User.find(params[:id])
respond_to do |format|
format.html
format.json { render json: @user }
end
end
end
See #16526 for more details.
Error handling in transaction callbacks
Currently, Active Record suppresses errors raised
within after_rollback
or after_commit
callbacks and only prints them to
the logs. In the next version, these errors will no longer be suppressed.
Instead, the errors will propagate normally just like in other Active
Record callbacks.
When you define a after_rollback
or after_commit
callback, you
will receive a deprecation warning about this upcoming change. When
you are ready, you can opt into the new behavior and remove the
deprecation warning by adding following configuration to your
config/application.rb
:
config.active_record.raise_in_transactional_callbacks = true
See #14488 and #16537 for more details.
Ordering of test cases
In Rails 5.0, test cases will be executed in random order by default. In
anticipation of this change, Rails 4.2 introduced a new configuration option
active_support.test_order
for explicitly specifying the test ordering. This
allows you to either lock down the current behavior by setting the option to
:sorted
, or opt into the future behavior by setting the option to :random
.
If you do not specify a value for this option, a deprecation warning will be emitted. To avoid this, add the following line to your test environment:
# config/environments/test.rb
Rails.application.configure do
config.active_support.test_order = :sorted # or `:random` if you prefer
end
Serialized attributes
When using a custom coder (e.g. serialize :metadata, JSON
),
assigning nil
to a serialized attribute will save it to the database
as NULL
instead of passing the nil
value through the coder (e.g. "null"
when using the JSON
coder).
Production log level
In Rails 5, the default log level for the production environment will be changed
to :debug
(from :info
). To preserve the current default, add the following
line to your production.rb
:
# Set to `:info` to match the current default, or set to `:debug` to opt-into
# the future default.
config.log_level = :info
after_bundle
in Rails templates
If you have a Rails template that adds all the files in version control, it fails to add the generated binstubs because it gets executed before Bundler:
# template.rb
generate(:scaffold, "person name:string")
route "root to: 'people#index'"
rake("db:migrate")
git :init
git add: "."
git commit: %Q{ -m 'Initial commit' }
You can now wrap the git
calls in an after_bundle
block. It will be run
after the binstubs have been generated.
# template.rb
generate(:scaffold, "person name:string")
route "root to: 'people#index'"
rake("db:migrate")
after_bundle do
git :init
git add: "."
git commit: %Q{ -m 'Initial commit' }
end
Rails HTML Sanitizer
There's a new choice for sanitizing HTML fragments in your applications. The venerable html-scanner approach is now officially being deprecated in favor of Rails HTML Sanitizer.
This means the methods sanitize
, sanitize_css
, strip_tags
and
strip_links
are backed by a new implementation.
This new sanitizer uses Loofah internally. Loofah in turn uses Nokogiri, which wraps XML parsers written in both C and Java, so sanitization should be faster no matter which Ruby version you run.
The new version updates sanitize
, so it can take a Loofah::Scrubber
for
powerful scrubbing.
See some examples of scrubbers here.
Two new scrubbers have also been added: PermitScrubber
and TargetScrubber
.
Read the gem's readme for more information.
The documentation for PermitScrubber
and TargetScrubber
explains how you
can gain complete control over when and how elements should be stripped.
If your application needs to use the old sanitizer implementation, include rails-deprecated_sanitizer
in your Gemfile:
gem 'rails-deprecated_sanitizer'
Rails DOM Testing
The TagAssertionsmodule
(containing methods such asassert_tag), has been deprecated in favor of the
assert_select` methods from the {SelectorAssertions} module, which has been extracted into the {https://github.com/rails/rails-dom-testing rails-dom-testing gem}.
Masked Authenticity Tokens
In order to mitigate SSL attacks, form_authenticity_token
is now masked so that it varies with each request. Thus, tokens are validated by unmasking and then decrypting. As a result, any strategies for verifying requests from non-rails forms that relied on a static session CSRF token have to take this into account.
Action Mailer
Previously, calling a mailer method on a mailer class will result in the
corresponding instance method being executed directly. With the introduction of
Active Job and #deliver_later
, this is no longer true. In Rails 4.2, the
invocation of the instance methods are deferred until either deliver_now
or
deliver_later
is called. For example:
class Notifier < ActionMailer::Base
def notify(user, ...)
puts "Called"
mail(to: user.email, ...)
end
end
mail = Notifier.notify(user, ...) # Notifier#welcome is not yet called at this point
mail = mail.deliver_now # Prints "Called"
This should not result in any noticible differnces for most applications. However, if you need some non-mailer methods to be exectuted synchronously, and you were previously relying on the synchronous proxying behavior, you should define them as class methods on the mailer class directly:
class Notifier < ActionMailer::Base
def self.broadcast_notifications(users, ...)
users.each { |user| Notifier.notify(user, ...) }
end
end
Foreign Key Support
The migration DSL has been expanded to support foreign key definitions. If you've been using the Foreigner gem, you might want to consider removing it. Note that the foreign key support of Rails is a subset of Foreigner. This means that not every Foreigner definition can be fully replaced by it's Rails migration DSL counterpart.
The migration procedure is as follows:
- remove
gem "foreigner"
from the Gemfile. - run
bundle install
. - run
bin/rake db:schema:dump
. - make sure that
db/schema.rb
contains every foreign key definition with the necessary options.
Upgrading from Rails 4.0 to Rails 4.1
CSRF protection from remote <script>
tags
Or, "whaaat my tests are failing!!!?"
Cross-site request forgery (CSRF) protection now covers GET requests with JavaScript responses, too. This prevents a third-party site from referencing your JavaScript URL and attempting to run it to extract sensitive data.
This means that your functional and integration tests that use
get :index, format: :js
will now trigger CSRF protection. Switch to
xhr :get, :index, format: :js
to explicitly test an {XmlHttpRequest}.
If you really mean to load JavaScript from remote <script>
tags, skip CSRF
protection on that action.
Spring
If you want to use Spring as your application preloader you need to:
- Add
gem 'spring', group: :development
to your {Gemfile}. - Install spring using
bundle install
. - Springify your binstubs with
bundle exec spring binstub --all
.
NOTE: User defined rake tasks will run in the development
environment by
default. If you want them to run in other environments consult the
{https://github.com/rails/spring#rake Spring README}.
config/secrets.yml
If you want to use the new secrets.yml
convention to store your application's
secrets, you need to:
-
Create a
secrets.yml
file in yourconfig
folder with the following content:development: secret_key_base: test: secret_key_base: production: secret_key_base: <%= ENV["SECRET_KEY_BASE"] %>
-
Use your existing
secret_key_base
from thesecret_token.rb
initializer to set the SECRET_KEY_BASE environment variable for whichever users running the Rails application in production mode. Alternatively, you can simply copy the existingsecret_key_base
from thesecret_token.rb
initializer tosecrets.yml
under theproduction
section, replacing '<%= ENV["SECRET_KEY_BASE"] %>'. -
Remove the
secret_token.rb
initializer. -
Use
rake secret
to generate new keys for thedevelopment
andtest
sections. -
Restart your server.
Changes to test helper
If your test helper contains a call to
{ActiveRecord::Migration.check_pending!} this can be removed. The check
is now done automatically when you require 'rails/test_help'
, although
leaving this line in your helper is not harmful in any way.
Cookies serializer
Applications created before Rails 4.1 uses {Marshal} to serialize cookie values into the signed and encrypted cookie jars. If you want to use the new {JSON}-based format in your application, you can add an initializer file with the following content:
Rails.application.config.action_dispatch. = :hybrid
This would transparently migrate your existing {Marshal}-serialized cookies into the new {JSON}-based format.
When using the :json
or :hybrid
serializer, you should beware that not all
Ruby objects can be serialized as JSON. For example, {Date} and {Time} objects
will be serialized as strings, and {Hash}es will have their keys stringified.
class CookiesController < ApplicationController
def
.encrypted[:expiration_date] = Date.tomorrow # => Thu, 20 Mar 2014
redirect_to action: 'read_cookie'
end
def
.encrypted[:expiration_date] # => "2014-03-20"
end
end
It's advisable that you only store simple data (strings and numbers) in cookies. If you have to store complex objects, you would need to handle the conversion manually when reading the values on subsequent requests.
If you use the cookie session store, this would apply to the session
and
flash
hash as well.
Flash structure changes
Flash message keys are {https://github.com/rails/rails/commit/a668beffd64106a1e1fedb71cc25eaaa11baf0c1 normalized to strings}. They can still be accessed using either symbols or strings. Looping through the flash will always yield string keys:
flash["string"] = "a string"
flash[:symbol] = "a symbol"
# Rails < 4.1
flash.keys # => ["string", :symbol]
# Rails >= 4.1
flash.keys # => ["string", "symbol"]
Make sure you are comparing Flash message keys against strings.
Changes in JSON handling
There are a few major changes related to JSON handling in Rails 4.1.
MultiJSON removal
MultiJSON has reached its {https://github.com/rails/rails/pull/10576 end-of-life} and has been removed from Rails.
If your application currently depend on MultiJSON directly, you have a few options:
-
Add 'multi_json' to your Gemfile. Note that this might cease to work in the future
-
Migrate away from MultiJSON by using
obj.to_json
, and {JSON.parse(str)} instead.
WARNING: Do not simply replace {MultiJson.dump} and {MultiJson.load} with {JSON.dump} and {JSON.load}. These JSON gem APIs are meant for serializing and deserializing arbitrary Ruby objects and are generally {http://www.ruby-doc.org/stdlib-2.0.0/libdoc/json/rdoc/JSON.html#method-i-load unsafe}.
JSON gem compatibility
Historically, Rails had some compatibility issues with the JSON gem. Using {JSON.generate} and {JSON.dump} inside a Rails application could produce unexpected errors.
Rails 4.1 fixed these issues by isolating its own encoder from the JSON gem. The JSON gem APIs will function as normal, but they will not have access to any Rails-specific features. For example:
class FooBar
def as_json(options = nil)
{ foo: 'bar' }
end
end
>> FooBar.new.to_json # => "{\"foo\":\"bar\"}"
>> JSON.generate(FooBar.new, quirks_mode: true) # => "\"#<FooBar:0x007fa80a481610>\""
New JSON encoder
The JSON encoder in Rails 4.1 has been rewritten to take advantage of the JSON gem. For most applications, this should be a transparent change. However, as part of the rewrite, the following features have been removed from the encoder:
- Circular data structure detection
- Support for the
encode_json
hook - Option to encode {BigDecimal} objects as numbers instead of strings
If your application depends on one of these features, you can get them back by adding the {https://github.com/rails/activesupport-json_encoder activesupport-json_encoder} gem to your Gemfile.
JSON representation of Time objects
#as_json
for objects with time component ({Time}, {DateTime}, {ActiveSupport::TimeWithZone})
now returns millisecond precision by default. If you need to keep old behavior with no millisecond
precision, set the following in an initializer:
ActiveSupport::JSON::Encoding.time_precision = 0
Usage of return
within inline callback blocks
Previously, Rails allowed inline callback blocks to use return
this way:
class ReadOnlyModel < ActiveRecord::Base
before_save { return false } # BAD
end
This behavior was never intentionally supported. Due to a change in the internals
of {ActiveSupport::Callbacks}, this is no longer allowed in Rails 4.1. Using a
return
statement in an inline callback block causes a {LocalJumpError} to
be raised when the callback is executed.
Inline callback blocks using return
can be refactored to evaluate to the
returned value:
class ReadOnlyModel < ActiveRecord::Base
before_save { false } # GOOD
end
Alternatively, if return
is preferred it is recommended to explicitly define
a method:
class ReadOnlyModel < ActiveRecord::Base
before_save :before_save_callback # GOOD
private
def before_save_callback
return false
end
end
This change applies to most places in Rails where callbacks are used, including
Active Record and Active Model callbacks, as well as filters in Action
Controller (e.g. before_action
).
See {https://github.com/rails/rails/pull/13271 this pull request} for more details.
Methods defined in Active Record fixtures
Rails 4.1 evaluates each fixture's ERB in a separate context, so helper methods defined in a fixture will not be available in other fixtures.
Helper methods that are used in multiple fixtures should be defined on modules
included in the newly introduced {ActiveRecord::FixtureSet.context_class}, in
test_helper.rb
.
module FixtureFileHelpers
def file_sha(path)
Digest::SHA2.hexdigest(File.read(Rails.root.join('test/fixtures', path)))
end
end
ActiveRecord::FixtureSet.context_class.send :include, FixtureFileHelpers
I18n enforcing available locales
Rails 4.1 now defaults the I18n option enforce_available_locales
to true
. This
means that it will make sure that all locales passed to it must be declared in
the available_locales
list.
To disable it (and allow I18n to accept any locale option) add the following configuration to your application:
config.i18n.enforce_available_locales = false
Note that this option was added as a security measure, to ensure user input cannot be used as locale information unless it is previously known. Therefore, it's recommended not to disable this option unless you have a strong reason for doing so.
Mutator methods called on Relation
{Relation} no longer has mutator methods like #map!
and #delete_if
. Convert
to an {Array} by calling #to_a
before using these methods.
It intends to prevent odd bugs and confusion in code that call mutator methods directly on the {Relation}.
# Instead of this
Author.where(name: 'Hank Moody').compact!
# Now you have to do this
= Author.where(name: 'Hank Moody').to_a
.compact!
Changes on Default Scopes
Default scopes are no longer overridden by chained conditions.
In previous versions when you defined a default_scope
in a model
it was overridden by chained conditions in the same field. Now it
is merged like any other scope.
Before:
class User < ActiveRecord::Base
default_scope { where state: 'pending' }
scope :active, -> { where state: 'active' }
scope :inactive, -> { where state: 'inactive' }
end
User.all
# SELECT "users".* FROM "users" WHERE "users"."state" = 'pending'
User.active
# SELECT "users".* FROM "users" WHERE "users"."state" = 'active'
User.where(state: 'inactive')
# SELECT "users".* FROM "users" WHERE "users"."state" = 'inactive'
After:
class User < ActiveRecord::Base
default_scope { where state: 'pending' }
scope :active, -> { where state: 'active' }
scope :inactive, -> { where state: 'inactive' }
end
User.all
# SELECT "users".* FROM "users" WHERE "users"."state" = 'pending'
User.active
# SELECT "users".* FROM "users" WHERE "users"."state" = 'pending' AND "users"."state" = 'active'
User.where(state: 'inactive')
# SELECT "users".* FROM "users" WHERE "users"."state" = 'pending' AND "users"."state" = 'inactive'
To get the previous behavior it is needed to explicitly remove the
default_scope
condition using unscoped
, unscope
, rewhere
or
except
.
class User < ActiveRecord::Base
default_scope { where state: 'pending' }
scope :active, -> { unscope(where: :state).where(state: 'active') }
scope :inactive, -> { rewhere state: 'inactive' }
end
User.all
# SELECT "users".* FROM "users" WHERE "users"."state" = 'pending'
User.active
# SELECT "users".* FROM "users" WHERE "users"."state" = 'active'
User.inactive
# SELECT "users".* FROM "users" WHERE "users"."state" = 'inactive'
Rendering content from string
Rails 4.1 introduces :plain
, :html
, and :body
options to render
. Those
options are now the preferred way to render string-based content, as it allows
you to specify which content type you want the response sent as.
render :plain
will set the content type totext/plain
render :html
will set the content type totext/html
render :body
will not set the content type header.
From the security standpoint, if you don't expect to have any markup in your
response body, you should be using render :plain
as most browsers will escape
unsafe content in the response for you.
We will be deprecating the use of render :text
in a future version. So please
start using the more precise :plain
, :html
, and :body
options instead.
Using render :text
may pose a security risk, as the content is sent as
text/html
.
PostgreSQL json and hstore datatypes
Rails 4.1 will map json
and hstore
columns to a string-keyed Ruby {Hash}.
In earlier versions, a {HashWithIndifferentAccess} was used. This means that
symbol access is no longer supported. This is also the case for
store_accessors
based on top of json
or hstore
columns. Make sure to use
string keys consistently.
Explicit block use for {ActiveSupport::Callbacks}
Rails 4.1 now expects an explicit block to be passed when calling {ActiveSupport::Callbacks.set_callback}. This change stems from {ActiveSupport::Callbacks} being largely rewritten for the 4.1 release.
# Previously in Rails 4.0
set_callback :save, :around, ->(r, &block) { stuff; result = block.call; stuff }
# Now in Rails 4.1
set_callback :save, :around, ->(r, block) { stuff; result = block.call; stuff }
Upgrading from Rails 3.2 to Rails 4.0
If your application is currently on any version of Rails older than 3.2.x, you should upgrade to Rails 3.2 before attempting one to Rails 4.0.
The following changes are meant for upgrading your application to Rails 4.0.
HTTP PATCH
Rails 4 now uses {PATCH} as the primary HTTP verb for updates when a RESTful
resource is declared in config/routes.rb
. The update
action is still used,
and {PUT} requests will continue to be routed to the update
action as well.
So, if you're using only the standard RESTful routes, no changes need to be made:
resources :users
<%= form_for @user do |f| %>
class UsersController < ApplicationController
def update
# No change needed; PATCH will be preferred, and PUT will still work.
end
end
However, you will need to make a change if you are using form_for
to update
a resource in conjunction with a custom route using the {PUT} HTTP method:
resources :users, do
put :update_name, on: :member
end
<%= form_for [ :update_name, @user ] do |f| %>
class UsersController < ApplicationController
def update_name
# Change needed; form_for will try to use a non-existent PATCH route.
end
end
If the action is not being used in a public API and you are free to change the
HTTP method, you can update your route to use patch
instead of put
:
{PUT} requests to /users/:id
in Rails 4 get routed to update
as they are
today. So, if you have an API that gets real PUT requests it is going to work.
The router also routes {PATCH} requests to /users/:id
to the update
action.
resources :users do
patch :update_name, on: :member
end
If the action is being used in a public API and you can't change to HTTP method being used, you can update your form to use the {PUT} method instead:
<%= form_for [ :update_name, @user ], method: :put do |f| %>
For more on PATCH and why this change was made, see {http://weblog.rubyonrails.org/2012/2/26/edge-rails-patch-is-the-new-primary-http-method-for-updates/ this post} on the Rails blog.
A note about media types
The errata for the {PATCH} verb {http://www.rfc-editor.org/errata_search.php?rfc=5789 specifies that a 'diff' media type should be used with `PATCH}. One such format is {http://tools.ietf.org/html/rfc6902 JSON Patch}. While Rails does not support JSON Patch natively, it's easy enough to add support:
# in your controller
def update
respond_to do |format|
format.json do
# perform a partial update
@article.update params[:article]
end
format.json_patch do
# perform sophisticated change
end
end
end
# In config/initializers/json_patch.rb:
Mime::Type.register 'application/json-patch+json', :json_patch
As JSON Patch was only recently made into an RFC, there aren't a lot of great Ruby libraries yet. Aaron Patterson's {https://github.com/tenderlove/hana hana} is one such gem, but doesn't have full support for the last few changes in the specification.
Gemfile
Rails 4.0 removed the assets
group from Gemfile. You'd need to remove that
line from your Gemfile when upgrading. You should also update your application
file (in config/application.rb
):
# Require the gems listed in Gemfile, including any gems
# you've limited to :test, :development, or :production.
Bundler.require(*Rails.groups)
vendor/plugins
Rails 4.0 no longer supports loading plugins from vendor/plugins
. You must replace any plugins by extracting them to gems and adding them to your Gemfile. If you choose not to make them gems, you can move them into, say, lib/my_plugin/*
and add an appropriate initializer in config/initializers/my_plugin.rb
.
Active Record
-
Rails 4.0 has removed the identity map from Active Record, due to {https://github.com/rails/rails/commit/302c912bf6bcd0fa200d964ec2dc4a44abe328a6 some inconsistencies with associations}. If you have manually enabled it in your application, you will have to remove the following config that has no effect anymore:
config.active_record.identity_map
. -
The
delete
method in collection associations can now receive {Integer} or {String} arguments as record ids, besides records, pretty much like thedestroy
method does. Previously it raised {ActiveRecord::AssociationTypeMismatch} for such arguments. From Rails 4.0 ondelete
automatically tries to find the records matching the given ids before deleting them. -
In Rails 4.0 when a column or a table is renamed the related indexes are also renamed. If you have migrations which rename the indexes, they are no longer needed.
-
Rails 4.0 has changed
serialized_attributes
andattr_readonly
to class methods only. You shouldn't use instance methods since it's now deprecated. You should change them to use class methods, e.g.self.serialized_attributes
toself.class.serialized_attributes
. -
When using the default coder, assigning
nil
to a serialized attribute will save it to the database as {NULL} instead of passing thenil
value through YAML ("--- \n...\n"
). -
Rails 4.0 has removed
attr_accessible
andattr_protected
feature in favor of Strong Parameters. You can use the {https://github.com/rails/protected_attributes Protected Attributes gem} for a smooth upgrade path. -
If you are not using Protected Attributes, you can remove any options related to this gem such as
whitelist_attributes
ormass_assignment_sanitizer
options. -
Rails 4.0 requires that scopes use a callable object such as a Proc or lambda:
scope :active, where(active: true)
# becomes
scope :active, -> { where active: true }
-
Rails 4.0 has deprecated {ActiveRecord::Fixtures} in favor of {ActiveRecord::FixtureSet}.
-
Rails 4.0 has deprecated {ActiveRecord::TestCase} in favor of {ActiveSupport::TestCase}.
-
Rails 4.0 has deprecated the old-style hash based finder API. This means that methods which previously accepted "finder options" no longer do. For example,
Book.find(:all, conditions: { name: '1984' })
has been deprecated in favor ofBook.where(name: '1984')
-
All dynamic methods except for
find_by_...
andfind_by_...!
are deprecated. Here's how you can handle the changes:* `find_all_by_...` becomes `where(...)`. * `find_last_by_...` becomes `where(...).last`. * `scoped_by_...` becomes `where(...)`. * `find_or_initialize_by_...` becomes `find_or_initialize_by(...)`. * `find_or_create_by_...` becomes `find_or_create_by(...)`.
-
Note that
where(...)
returns a relation, not an array like the old finders. If you require an {Array}, usewhere(...).to_a
. -
These equivalent methods may not execute the same SQL as the previous implementation.
-
To re-enable the old finders, you can use the {https://github.com/rails/activerecord-deprecated_finders activerecord-deprecated_finders gem}.
-
Rails 4.0 has changed to default join table for
has_and_belongs_to_many
relations to strip the common prefix off the second table name. Any existinghas_and_belongs_to_many
relationship between models with a common prefix must be specified with thejoin_table
option. For example:
CatalogCategory < ActiveRecord::Base
has_and_belongs_to_many :catalog_products, join_table: 'catalog_categories_catalog_products'
end
CatalogProduct < ActiveRecord::Base
has_and_belongs_to_many :catalog_categories, join_table: 'catalog_categories_catalog_products'
end
- Note that the the prefix takes scopes into account as well, so relations between {Catalog::Category} and {Catalog::Product} or {Catalog::Category} and {CatalogProduct} need to be updated similarly.
Active Resource
Rails 4.0 extracted Active Resource to its own gem. If you still need the feature you can add the {https://github.com/rails/activeresource Active Resource gem} in your Gemfile.
Active Model
-
Rails 4.0 has changed how errors attach with the {ActiveModel::Validations::ConfirmationValidator}. Now when confirmation validations fail, the error will be attached to
:#
instead ofattribute
_confirmationattribute
. -
Rails 4.0 has changed {ActiveModel::Serializers::JSON.include_root_in_json} default value to
false
. Now, Active Model Serializers and Active Record objects have the same default behavior. This means that you can comment or remove the following option in theconfig/initializers/wrap_parameters.rb
file:
# Disable root element in JSON by default.
# ActiveSupport.on_load(:active_record) do
# self.include_root_in_json = false
# end
Action Pack
- Rails 4.0 introduces {ActiveSupport::KeyGenerator} and uses this as a base from which to generate and verify signed cookies (among other things). Existing signed cookies generated with Rails 3.x will be transparently upgraded if you leave your existing
secret_token
in place and add the newsecret_key_base
.
# config/initializers/secret_token.rb
Myapp::Application.config.secret_token = 'existing secret token'
Myapp::Application.config.secret_key_base = 'new secret key base'
Please note that you should wait to set secret_key_base
until you have 100% of your userbase on Rails 4.x and are reasonably sure you will not need to rollback to Rails 3.x. This is because cookies signed based on the new secret_key_base
in Rails 4.x are not backwards compatible with Rails 3.x. You are free to leave your existing secret_token
in place, not set the new secret_key_base
, and ignore the deprecation warnings until you are reasonably sure that your upgrade is otherwise complete.
If you are relying on the ability for external applications or Javascript to be able to read your Rails app's signed session cookies (or signed cookies in general) you should not set secret_key_base
until you have decoupled these concerns.
- Rails 4.0 encrypts the contents of cookie-based sessions if
secret_key_base
has been set. Rails 3.x signed, but did not encrypt, the contents of cookie-based session. Signed cookies are "secure" in that they are verified to have been generated by your app and are tamper-proof. However, the contents can be viewed by end users, and encrypting the contents eliminates this caveat/concern without a significant performance penalty.
Please read {https://github.com/rails/rails/pull/9978 Pull Request #9978} for details on the move to encrypted session cookies.
-
Rails 4.0 removed the {ActionController::Base.asset_path} option. Use the assets pipeline feature.
-
Rails 4.0 has deprecated {ActionController::Base.page_cache_extension} option. Use {ActionController::Base.default_static_extension} instead.
-
Rails 4.0 has removed Action and Page caching from Action Pack. You will need to add the
actionpack-action_caching
gem in order to usecaches_action
and theactionpack-page_caching
to usecaches_pages
in your controllers. -
Rails 4.0 has removed the XML parameters parser. You will need to add the
actionpack-xml_parser
gem if you require this feature. -
Rails 4.0 changes the default
layout
lookup set using symbols or procs that return nil. To get the "no layout" behavior, return false instead of nil. -
Rails 4.0 changes the default memcached client from
memcache-client
todalli
. To upgrade, simply addgem 'dalli'
to your {Gemfile}. -
Rails 4.0 deprecates the
dom_id
anddom_class
methods in controllers (they are fine in views). You will need to include the {ActionView::RecordIdentifier} module in controllers requiring this feature. -
Rails 4.0 deprecates the
:confirm
option for thelink_to
helper. You should instead rely on a data attribute (e.g.data: { confirm: 'Are you sure?' }
). This deprecation also concerns the helpers based on this one (such aslink_to_if
orlink_to_unless
). -
Rails 4.0 changed how
assert_generates
,assert_recognizes
, andassert_routing
work. Now all these assertions raise {Assertion} instead of {ActionController::RoutingError}. -
Rails 4.0 raises an {ArgumentError} if clashing named routes are defined. This can be triggered by explicitly defined named routes or by the
resources
method. Here are two examples that clash with routes namedexample_path
:
get 'one' => 'test#example', as: :example
get 'two' => 'test#example', as: :example
resources :examples
get 'clashing/:id' => 'test#example', as: :example
In the first case, you can simply avoid using the same name for multiple
routes. In the second, you can use the only
or except
options provided by
the resources
method to restrict the routes created as detailed in the
Routing Guide.
- Rails 4.0 also changed the way unicode character routes are drawn. Now you can draw unicode character routes directly. If you already draw such routes, you must change them, for example:
get Rack::Utils.escape('こんにちは'), controller: 'welcome', action: 'index'
becomes
get 'こんにちは', controller: 'welcome', action: 'index'
- Rails 4.0 requires that routes using
match
must specify the request method. For example:
# Rails 3.x
match '/' => 'root#index'
# becomes
match '/' => 'root#index', via: :get
# or
get '/' => 'root#index'
- Rails 4.0 has removed {ActionDispatch::BestStandardsSupport} middleware,
<!DOCTYPE html>
already triggers standards mode per http://msdn.microsoft.com/en-us/library/jj676915(v=vs.85).aspx and ChromeFrame header has been moved toconfig.action_dispatch.default_headers
.
Remember you must also remove any references to the middleware from your application code, for example:
# Raise exception
config.middleware.insert_before(Rack::Lock, ActionDispatch::BestStandardsSupport)
Also check your environment settings for config.action_dispatch.best_standards_support
and remove it if present.
-
In Rails 4.0, precompiling assets no longer automatically copies non-JS/CSS assets from
vendor/assets
andlib/assets
. Rails application and engine developers should put these assets inapp/assets
or configureconfig.assets.precompile
. -
In Rails 4.0, {ActionController::UnknownFormat} is raised when the action doesn't handle the request format. By default, the exception is handled by responding with 406 Not Acceptable, but you can override that now. In Rails 3, 406 Not Acceptable was always returned. No overrides.
-
In Rails 4.0, a generic {ActionDispatch::ParamsParser::ParseError} exception is raised when {ParamsParser} fails to parse request params. You will want to rescue this exception instead of the low-level {MultiJson::DecodeError}, for example.
-
In Rails 4.0, {SCRIPT_NAME} is properly nested when engines are mounted on an app that's served from a URL prefix. You no longer have to set
default_url_options[:script_name]
to work around overwritten URL prefixes. -
Rails 4.0 deprecated {ActionController::Integration} in favor of {ActionDispatch::Integration}.
-
Rails 4.0 deprecated {ActionController::IntegrationTest} in favor of {ActionDispatch::IntegrationTest}.
-
Rails 4.0 deprecated {ActionController::PerformanceTest} in favor of {ActionDispatch::PerformanceTest}.
-
Rails 4.0 deprecated {ActionController::AbstractRequest} in favor of {ActionDispatch::Request}.
-
Rails 4.0 deprecated {ActionController::Request} in favor of {ActionDispatch::Request}.
-
Rails 4.0 deprecated {ActionController::AbstractResponse} in favor of {ActionDispatch::Response}.
-
Rails 4.0 deprecated {ActionController::Response} in favor of {ActionDispatch::Response}.
-
Rails 4.0 deprecated {ActionController::Routing} in favor of {ActionDispatch::Routing}.
Active Support
Rails 4.0 removes the j
alias for {ERB::Util#json_escape} since j
is already used for {ActionView::Helpers::JavaScriptHelper#escape_javascript}.
Helpers Loading Order
The order in which helpers from more than one directory are loaded has changed in Rails 4.0. Previously, they were gathered and then sorted alphabetically. After upgrading to Rails 4.0, helpers will preserve the order of loaded directories and will be sorted alphabetically only within each directory. Unless you explicitly use the helpers_path
parameter, this change will only impact the way of loading helpers from engines. If you rely on the ordering, you should check if correct methods are available after upgrade. If you would like to change the order in which engines are loaded, you can use config.railties_order=
method.
Active Record Observer and Action Controller Sweeper
{ActiveRecord::Observer} and {ActionController::Caching::Sweeper} have been extracted to the rails-observers
gem. You will need to add the rails-observers
gem if you require these features.
sprockets-rails
assets:precompile:primary
andassets:precompile:all
have been removed. Useassets:precompile
instead.- The
config.assets.compress
option should be changed toconfig.assets.js_compressor
like so for instance:
config.assets.js_compressor = :uglifier
sass-rails
asset-url
with two arguments is deprecated. For example:asset-url("rails.png", image)
becomesasset-url("rails.png")
.
Upgrading from Rails 3.1 to Rails 3.2
If your application is currently on any version of Rails older than 3.1.x, you should upgrade to Rails 3.1 before attempting an update to Rails 3.2.
The following changes are meant for upgrading your application to the latest 3.2.x version of Rails.
Gemfile
Make the following changes to your {Gemfile}.
gem 'rails', '3.2.18'
group :assets do
gem 'sass-rails', '~> 3.2.6'
gem 'coffee-rails', '~> 3.2.2'
gem 'uglifier', '>= 1.0.3'
end
config/environments/development.rb
There are a couple of new configuration settings that you should add to your development environment:
# Raise exception on mass assignment protection for Active Record models
config.active_record.mass_assignment_sanitizer = :strict
# Log the query plan for queries taking more than this (works
# with SQLite, MySQL, and PostgreSQL)
config.active_record.auto_explain_threshold_in_seconds = 0.5
config/environments/test.rb
The mass_assignment_sanitizer
configuration setting should also be be added to config/environments/test.rb
:
# Raise exception on mass assignment protection for Active Record models
config.active_record.mass_assignment_sanitizer = :strict
vendor/plugins
Rails 3.2 deprecates vendor/plugins
and Rails 4.0 will remove them completely. While it's not strictly necessary as part of a Rails 3.2 upgrade, you can start replacing any plugins by extracting them to gems and adding them to your Gemfile. If you choose not to make them gems, you can move them into, say, lib/my_plugin/*
and add an appropriate initializer in config/initializers/my_plugin.rb
.
Active Record
Option :dependent => :restrict
has been removed from belongs_to
. If you want to prevent deleting the object if there are any associated objects, you can set :dependent => :destroy
and return false
after checking for existence of association from any of the associated object's destroy callbacks.
Upgrading from Rails 3.0 to Rails 3.1
If your application is currently on any version of Rails older than 3.0.x, you should upgrade to Rails 3.0 before attempting an update to Rails 3.1.
The following changes are meant for upgrading your application to Rails 3.1.12, the last 3.1.x version of Rails.
Gemfile
Make the following changes to your {Gemfile}.
gem 'rails', '3.1.12'
gem 'mysql2'
# Needed for the new asset pipeline
group :assets do
gem 'sass-rails', '~> 3.1.7'
gem 'coffee-rails', '~> 3.1.1'
gem 'uglifier', '>= 1.0.3'
end
# jQuery is the default JavaScript library in Rails 3.1
gem 'jquery-rails'
config/application.rb
The asset pipeline requires the following additions:
config.assets.enabled = true
config.assets.version = '1.0'
If your application is using an "/assets" route for a resource you may want change the prefix used for assets to avoid conflicts:
# Defaults to '/assets'
config.assets.prefix = '/asset-files'
config/environments/development.rb
Remove the RJS setting config.action_view.debug_rjs = true
.
Add these settings if you enable the asset pipeline:
# Do not compress assets
config.assets.compress = false
# Expands the lines which load the assets
config.assets.debug = true
config/environments/production.rb
Again, most of the changes below are for the asset pipeline. You can read more about these in the {file:asset_pipeline.html Asset Pipeline} guide.
# Compress JavaScripts and CSS
config.assets.compress = true
# Don't fallback to assets pipeline if a precompiled asset is missed
config.assets.compile = false
# Generate digests for assets URLs
config.assets.digest = true
# Defaults to Rails.root.join("public/assets")
# config.assets.manifest = YOUR_PATH
# Precompile additional assets (application.js, application.css, and all non-JS/CSS are already added)
# config.assets.precompile += %w( search.js )
# Force all access to the app over SSL, use Strict-Transport-Security, and use secure cookies.
# config.force_ssl = true
config/environments/test.rb
You can help test performance with these additions to your test environment:
# Configure static asset server for tests with Cache-Control for performance
config.serve_static_files = true
config.static_cache_control = 'public, max-age=3600'
config/initializers/wrap_parameters.rb
Add this file with the following contents, if you wish to wrap parameters into a nested hash. This is on by default in new applications.
# Be sure to restart your server when you modify this file.
# This file contains settings for ActionController::ParamsWrapper which
# is enabled by default.
# Enable parameter wrapping for JSON. You can disable this by setting :format to an empty array.
ActiveSupport.on_load(:action_controller) do
wrap_parameters format: [:json]
end
# Disable root element in JSON by default.
ActiveSupport.on_load(:active_record) do
self.include_root_in_json = false
end
config/initializers/session_store.rb
You need to change your session key to something new, or remove all sessions:
# in config/initializers/session_store.rb
AppName::Application.config.session_store :, key: 'SOMETHINGNEW'
or
$ bin/rake db:sessions:clear
Remove :cache and :concat options in asset helpers references in views
- With the Asset Pipeline the :cache and :concat options aren't used anymore, delete these options from your views.