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 7 requires Ruby 2.7.0 or newer.
- Rails 6 requires Ruby 2.5.0 or newer.
- Rails 5 requires Ruby 2.2.2 or newer.
It’s a good idea to upgrade Ruby and Rails separately. Upgrade to the latest Ruby you can first, and then upgrade Rails.
The Upgrade Process
When changing Rails versions, it’s best to move slowly, one minor version at a time, in order to make good use of the deprecation warnings. Rails version numbers are in the form Major.Minor.Patch. Major and Minor versions are allowed to make changes to the public API, so this may cause errors in your application. Patch versions only include bug fixes, and don’t change any public API.
The process should go as follows:
- Write tests and make sure they pass.
- Move to the latest patch version after your current version.
- Fix tests and deprecated features.
- Move to the latest patch version of the next minor version.
Repeat this process until you reach your target Rails version.
Moving between versions
To move between versions:
- Change the Rails version number in the
Gemfile
and runbundle update
. - Change the versions for Rails JavaScript packages in
package.json
and runyarn install
, if running on Webpacker. - Run the Update task.
- Run your tests.
You can find a list of all released Rails gems here.
The Update Task
Rails provides the rails app:update
command. After updating the Rails version
in the Gemfile
, run this command.
This will help you with the creation of new files and changes of old files in an
interactive session.
$ bin/rails app:update exist config conflict config/application.rb Overwrite /myapp/config/application.rb? (enter "h" for help) [Ynaqdh] force config/application.rb create config/initializers/new_framework_defaults_7_0.rb ...
Don’t forget to review the difference, to see if there were any unexpected changes.
Configure Framework Defaults
The new Rails version might have different configuration defaults than the previous version. However, after following the steps described above, your application would still run with configuration defaults from the previous Rails version. That’s because the value for config.load_defaults
in config/application.rb
has not been changed yet.
To allow you to upgrade to new defaults one by one, the update task has created a file config/initializers/new_framework_defaults_X.Y.rb
(with the desired Rails version in the filename). You should enable the new configuration defaults by uncommenting them in the file; this can be done gradually over several deployments. Once your application is ready to run with new defaults, you can remove this file and flip the config.load_defaults
value.
Upgrading from Rails 7.0 to Rails 7.1
For more information on changes made to Rails 7.1 please see the release notes.
Autoloaded paths are no longer in load path
Starting from Rails 7.1, all paths managed by the autoloader will no longer be added to $LOAD_PATH
.
This means it won’t be possible to load them with a manual require
call, the class or module can be referenced instead.
Reducing the size of $LOAD_PATH
speed-up require
calls for apps not using bootsnap
, and reduce the
size of the bootsnap
cache for the others.
ActiveStorage::BaseController
no longer includes the streaming concern
Application controllers that inherit from ActiveStorage::BaseController
and use streaming to implement custom file serving logic must now explicitly include the ActiveStorage::Streaming
module.
New ActiveSupport::MessageEncryptor
default serializer
As of Rails 7.1, the default serializer in use by the MessageEncryptor
is JSON
.
This offers a more secure alternative to the current default serializer.
The MessageEncryptor
offers the ability to migrate the default serializer from Marshal
to JSON
.
If you would like to ignore this change in existing applications, set the following: config.active_support.default_message_encryptor_serializer = :marshal
.
In order to roll out the new default when upgrading from 7.0
to 7.1
, there are three configuration variables to keep in mind.
config.active_support.default_message_encryptor_serializer config.active_support.fallback_to_marshal_deserialization config.active_support.use_marshal_serialization
default_message_encryptor_serializer
defaults to :json
as of 7.1
but it offers both a :hybrid
and :marshal
option.
In order to migrate an older deployment to :json
, first ensure that the default_message_encryptor_serializer
is set to :marshal
.
# config/application.rb config.load_defaults 7.0 config.active_support.default_message_encryptor_serializer = :marshal
Once this is deployed on all Rails processes, set default_message_encryptor_serializer
to :hybrid
to begin using the
ActiveSupport::JsonWithMarshalFallback
class as the serializer. The defaults for this class are to use Marshal
as the serializer and to allow the deserialisation of both Marshal
and JSON
serialized payloads.
config.load_defaults 7.0 config.active_support.default_message_encryptor_serializer = :hybrid
Once this is deployed on all Rails processes, set the following configuration options in order to stop the
ActiveSupport::JsonWithMarshalFallback
class from using Marshal
to serialize new payloads.
# config/application.rb config.load_defaults 7.0 config.active_support.default_message_encryptor_serializer = :hybrid config.active_support.use_marshal_serialization = false
Allow this configuration to run on all processes for a considerable amount of time.
ActiveSupport::JsonWithMarshalFallback
logs the following each time the Marshal
fallback
is used:
JsonWithMarshalFallback: Marshal load fallback occurred.
Once those message stop appearing in your logs and you’re confident that all MessageEncryptor
payloads in transit are JSON
serialized, the following configuration options will disable the
Marshal fallback in ActiveSupport::JsonWithMarshalFallback
.
# config/application.rb config.load_defaults 7.0 config.active_support.default_message_encryptor_serializer = :hybrid config.active_support.use_marshal_serialization = false config.active_support.fallback_to_marshal_deserialization = false
If all goes well, you should now be safe to migrate the Message Encryptor from
ActiveSupport::JsonWithMarshalFallback
to ActiveSupport::JSON
.
To do so, simply swap the :hybrid
serializer for the :json
serializer.
# config/application.rb config.load_defaults 7.0 config.active_support.default_message_encryptor_serializer = :json
Alternatively, you could load defaults for 7.1
# config/application.rb config.load_defaults 7.1
New ActiveSupport::MessageVerifier
default serializer
As of Rails 7.1, the default serializer in use by the MessageVerifier
is JSON
.
This offers a more secure alternative to the current default serializer.
The MessageVerifier
offers the ability to migrate the default serializer from Marshal
to JSON
.
If you would like to ignore this change in existing applications, set the following: config.active_support.default_message_verifier_serializer = :marshal
.
In order to roll out the new default when upgrading from 7.0
to 7.1
, there are three configuration variables to keep in mind.
config.active_support.default_verifier_serializer config.active_support.fallback_to_marshal_deserialization config.active_support.use_marshal_serialization
default_message_verifier_serializer
defaults to :json
as of 7.1
but it offers both a :hybrid
and :marshal
option.
In order to migrate an older deployment to :json
, first ensure that the default_message_verifier_serializer
is set to :marshal
.
# config/application.rb config.load_defaults 7.0 config.active_support.default_message_verifier_serializer = :marshal
Once this is deployed on all Rails processes, set default_message_verifier_serializer
to :hybrid
to begin using the
ActiveSupport::JsonWithMarshalFallback
class as the serializer. The defaults for this class are to use Marshal
as the serializer and to allow the deserialisation of both Marshal
and JSON
serialized payloads.
config.load_defaults 7.0 config.active_support.default_message_verifier_serializer = :hybrid
Once this is deployed on all Rails processes, set the following configuration options in order to stop the
ActiveSupport::JsonWithMarshalFallback
class from using Marshal
to serialize new payloads.
# config/application.rb config.load_defaults 7.0 config.active_support.default_message_verifier_serializer = :hybrid config.active_support.use_marshal_serialization = false
Allow this configuration to run on all processes for a considerable amount of time.
ActiveSupport::JsonWithMarshalFallback
logs the following each time the Marshal
fallback
is used:
JsonWithMarshalFallback: Marshal load fallback occurred.
Once those message stop appearing in your logs and you’re confident that all MessageVerifier
payloads in transit are JSON
serialized, the following configuration options will disable the
Marshal fallback in ActiveSupport::JsonWithMarshalFallback
.
# config/application.rb config.load_defaults 7.0 config.active_support.default_message_verifier_serializer = :hybrid config.active_support.use_marshal_serialization = false config.active_support.fallback_to_marshal_deserialization = false
If all goes well, you should now be safe to migrate the Message Verifier from
ActiveSupport::JsonWithMarshalFallback
to ActiveSupport::JSON
.
To do so, simply swap the :hybrid
serializer for the :json
serializer.
# config/application.rb config.load_defaults 7.0 config.active_support.default_message_verifier_serializer = :json
Alternatively, you could load defaults for 7.1
# config/application.rb config.load_defaults 7.1
MemCacheStore
and RedisCacheStore
now use connection pooling by default
The connection_pool
gem has been added as a dependency of the activesupport
gem,
and the MemCacheStore
and RedisCacheStore
now use connection pooling by default.
If you don’t want to use connection pooling, set :pool
option to false
when
configuring your cache store:
config.cache_store = :mem_cache_store, "cache.example.com", pool: false
See the caching with Rails guide for more information.
SQLite3Adapter
now configured to be used in a strict strings mode
The use of a strict strings mode disables double-quoted string literals.
SQLite has some quirks around double-quoted string literals. It first tries to consider double-quoted strings as identifier names, but if they don’t exist it then considers them as string literals. Because of this, typos can silently go unnoticed. For example, it is possible to create an index for a non existing column. See SQLite documentation for more details.
If you don’t want to use SQLite3Adapter
in a strict mode, you can disable this behavior:
# config/application.rb config.active_record.sqlite3_adapter_strict_strings_by_default = false
Support multiple preview paths for ActionMailer::Preview
Option config.action_mailer.preview_path
is deprecated in favor of config.action_mailer.preview_paths
. Appending paths to this configuration option will cause those paths to be used in the search for mailer previews.
config.action_mailer.preview_paths << "#{Rails.root}/lib/mailer_previews"
Upgrading from Rails 6.1 to Rails 7.0
For more information on changes made to Rails 7.0 please see the release notes.
ActionView::Helpers::UrlHelper#button_to
changed behavior
Starting from Rails 7.0 button_to
renders a form
tag with patch
HTTP verb if a persisted Active Record object is used to build button URL.
To keep current behavior consider explicitly passing method:
option:
-button_to("Do a POST", [:my_custom_post_action_on_workshop, Workshop.find(1)]) +button_to("Do a POST", [:my_custom_post_action_on_workshop, Workshop.find(1)], method: :post)
or using helper to build the URL:
-button_to("Do a POST", [:my_custom_post_action_on_workshop, Workshop.find(1)]) +button_to("Do a POST", my_custom_post_action_on_workshop_workshop_path(Workshop.find(1)))
Spring
If your application uses Spring, it needs to be upgraded to at least version 3.0.0. Otherwise you’ll get
undefined method `mechanism=' for ActiveSupport::Dependencies:Module
Also, make sure config.cache_classes
is set to false
in config/environments/test.rb
.
Sprockets is now an optional dependency
The gem rails
doesn’t depend on sprockets-rails
anymore. If your application still needs to use Sprockets,
make sure to add sprockets-rails
to your Gemfile.
gem "sprockets-rails"
Applications need to run in zeitwerk
mode
Applications still running in classic
mode have to switch to zeitwerk
mode. Please check the Classic to Zeitwerk HOWTO guide for details.
The setter config.autoloader=
has been deleted
In Rails 7 there is no configuration point to set the autoloading mode, config.autoloader=
has been deleted. If you had it set to :zeitwerk
for whatever reason, just remove it.
ActiveSupport::Dependencies
private API has been deleted
The private API of ActiveSupport::Dependencies
has been deleted. That includes methods like hook!
, unhook!
, depend_on
, require_or_load
, mechanism
, and many others.
A few of highlights:
- If you used
ActiveSupport::Dependencies.constantize
orActiveSupport::Dependencies.safe_constantize
, just change them toString#constantize
orString#safe_constantize
.
ActiveSupport::Dependencies.constantize("User") # NO LONGER POSSIBLE "User".constantize # 👍
Any usage of
ActiveSupport::Dependencies.mechanism
, reader or writer, has to be replaced by accessingconfig.cache_classes
accordingly.If you want to trace the activity of the autoloader,
ActiveSupport::Dependencies.verbose=
is no longer available, just throwRails.autoloaders.log!
inconfig/application.rb
.
Auxiliary internal classes or modules are also gone, like ActiveSupport::Dependencies::Reference
, ActiveSupport::Dependencies::Blamable
, and others.
Autoloading during initialization
Applications that autoloaded reloadable constants during initialization outside of to_prepare
blocks got those constants unloaded and had this warning issued since Rails 6.0:
DEPRECATION WARNING: Initialization autoloaded the constant .... Being able to do this is deprecated. Autoloading during initialization is going to be an error condition in future versions of Rails. ...
If you still get this warning in the logs, please check the section about autoloading when the application boots in the autoloading guide. You’d get a NameError
in Rails 7 otherwise.
Ability to configure config.autoload_once_paths
config.autoload_once_paths
can be set in the body of the application class defined in config/application.rb
or in the configuration for environments in config/environments/*
.
Similarly, engines can configure that collection in the class body of the engine class or in the configuration for environments.
After that, the collection is frozen, and you can autoload from those paths. In particular, you can autoload from there during initialization. They are managed by the Rails.autoloaders.once
autoloader, which does not reload, only autoloads/eager loads.
If you configured this setting after the environments configuration has been processed and are getting FrozenError
, please just move the code.
ActionDispatch::Request#content_type
now returns Content-Type header as it is.
Previously, ActionDispatch::Request#content_type
returned value does NOT contain charset part.
This behavior changed to returned Content-Type header containing charset part as it is.
If you want just MIME type, please use ActionDispatch::Request#media_type
instead.
Before:
request = ActionDispatch::Request.new("CONTENT_TYPE" => "text/csv; header=present; charset=utf-16", "REQUEST_METHOD" => "GET") request.content_type #=> "text/csv"
After:
request = ActionDispatch::Request.new("Content-Type" => "text/csv; header=present; charset=utf-16", "REQUEST_METHOD" => "GET") request.content_type #=> "text/csv; header=present; charset=utf-16" request.media_type #=> "text/csv"
Key generator digest class change requires a cookie rotator
The default digest class for the key generator is changing from SHA1 to SHA256. This has consequences in any encrypted message generated by Rails, including encrypted cookies.
In order to be able to read messages using the old digest class it is necessary to register a rotator. Failing to do so may result in users having their sessions invalidated during the upgrade.
The following is an example for rotator for the encrypted and the signed cookies.
# config/initializers/cookie_rotator.rb Rails.application.config.after_initialize do Rails.application.config.action_dispatch.cookies_rotations.tap do |cookies| authenticated_encrypted_cookie_salt = Rails.application.config.action_dispatch.authenticated_encrypted_cookie_salt signed_cookie_salt = Rails.application.config.action_dispatch.signed_cookie_salt secret_key_base = Rails.application.secret_key_base key_generator = ActiveSupport::KeyGenerator.new( secret_key_base, iterations: 1000, hash_digest_class: OpenSSL::Digest::SHA1 ) key_len = ActiveSupport::MessageEncryptor.key_len old_encrypted_secret = key_generator.generate_key(authenticated_encrypted_cookie_salt, key_len) old_signed_secret = key_generator.generate_key(signed_cookie_salt) cookies.rotate :encrypted, old_encrypted_secret cookies.rotate :signed, old_signed_secret end end
Digest class for ActiveSupport::Digest changing to SHA256
The default digest class for ActiveSupport::Digest is changing from SHA1 to SHA256. This has consequences for things like Etags that will change and cache keys as well. Changing these keys can have impact on cache hit rates, so be careful and watch out for this when upgrading to the new hash.
New ActiveSupport::Cache serialization format
A faster and more compact serialization format was introduced.
To enable it you must set config.active_support.cache_format_version = 7.0
:
# config/application.rb config.load_defaults 6.1 config.active_support.cache_format_version = 7.0
Or simply:
# config/application.rb config.load_defaults 7.0
However Rails 6.1 applications are not able to read this new serialization format,
so to ensure a seamless upgrade you must first deploy your Rails 7.0 upgrade with
config.active_support.cache_format_version = 6.1
, and then only once all Rails
processes have been updated you can set config.active_support.cache_format_version = 7.0
.
Rails 7.0 is able to read both formats so the cache won’t be invalidated during the upgrade.
Active Storage video preview image generation
Video preview image generation now uses FFmpeg’s scene change detection to generate more meaningful preview images. Previously the first frame of the video would be used and that caused problems if the video faded in from black. This change requires FFmpeg v3.4+.
Active Storage default variant processor changed to :vips
For new apps, image transformation will use libvips instead of ImageMagick. This will reduce the time taken to generate variants as well as CPU and memory usage, improving response times in apps that rely on Active Storage to serve their images.
The :mini_magick
option is not being deprecated, so it is fine to keep using it.
To migrate an existing app to libvips, set:
Rails.application.config.active_storage.variant_processor = :vips
You will then need to change existing image transformation code to the
image_processing
macros, and replace ImageMagick’s options with libvips’ options.
Replace resize with resizetolimit
- variant(resize: "100x") + variant(resize_to_limit: [100, nil])
If you don’t do this, when you switch to vips you will see this error: no implicit conversion to float from string
.
Use an array when cropping
- variant(crop: "1920x1080+0+0") + variant(crop: [0, 0, 1920, 1080])
If you don’t do this when migrating to vips, you will see the following error: unable to call crop: you supplied 2 arguments, but operation needs 5
.
Clamp your crop values:
Vips is more strict than ImageMagick when it comes to cropping:
- It will not crop if
x
and/ory
are negative values. e.g.:[-10, -10, 100, 100]
- It will not crop if position (
x
ory
) plus crop dimension (width
,height
) is larger than the image. e.g.: a 125x125 image and a crop of[50, 50, 100, 100]
If you don’t do this when migrating to vips, you will see the following error: extract_area: bad extract area
Adjust the background color used for resize_and_pad
Vips uses black as the default background color resize_and_pad
, instead of white like ImageMagick. Fix that by using the background
option:
- variant(resize_and_pad: [300, 300]) + variant(resize_and_pad: [300, 300, background: [255]])
Remove any EXIF based rotation
Vips will auto rotate images using the EXIF value when processing variants. If you were storing rotation values from user uploaded photos to apply rotation with ImageMagick, you must stop doing that:
- variant(format: :jpg, rotate: rotation_value) + variant(format: :jpg)
Replace monochrome with colourspace
Vips uses a different option to make monochrome images:
- variant(monochrome: true) + variant(colourspace: "b-w")
Switch to libvips options for compressing images
JPEG
- variant(strip: true, quality: 80, interlace: "JPEG", sampling_factor: "4:2:0", colorspace: "sRGB") + variant(saver: { strip: true, quality: 80, interlace: true })
PNG
- variant(strip: true, quality: 75) + variant(saver: { strip: true, compression: 9 })
WEBP
- variant(strip: true, quality: 75, define: { webp: { lossless: false, alpha_quality: 85, thread_level: 1 } }) + variant(saver: { strip: true, quality: 75, lossless: false, alpha_q: 85, reduction_effort: 6, smart_subsample: true })
GIF
- variant(layers: "Optimize") + variant(saver: { optimize_gif_frames: true, optimize_gif_transparency: true })
Deploy to production
Active Storage encodes into the url for the image the list of transformations that must be performed. If your app is caching these urls, your images will break after you deploy the new code to production. Because of this you must manually invalidate your affected cache keys.
For example, if you have something like this in a view:
<% @products.each do |product| %> <% cache product do %> <%= image_tag product.cover_photo.variant(resize: "200x") %> <% end %> <% end %>
You can invalidate the cache either by touching the product, or changing the cache key:
<% @products.each do |product| %> <% cache ["v2", product] do %> <%= image_tag product.cover_photo.variant(resize_to_limit: [200, nil]) %> <% end %> <% end %>
Rails version is now included in the Active Record schema dump
Rails 7.0 changed some default values for some column types. To avoid that application upgrading from 6.1 to 7.0 load the current schema using the new 7.0 defaults, Rails now includes the version of the framework in the schema dump.
Before loading the schema for the first time in Rails 7.0, make sure to run rails app:update
to ensure that the
version of the schema is included in the schema dump.
The schema file will look like this:
# This file is auto-generated from the current state of the database. Instead # of editing this file, please use the migrations feature of Active Record to # incrementally modify your database, and then regenerate this schema definition. # # This file is the source Rails uses to define your schema when running `bin/rails # db:schema:load`. When creating a new database, `bin/rails db:schema:load` tends to # be faster and is potentially less error prone than running all of your # migrations from scratch. Old migrations may fail to apply correctly if those # migrations use external dependencies or application code. # # It's strongly recommended that you check this file into your version control system. ActiveRecord::Schema[6.1].define(version: 2022_01_28_123512) do
NOTE: The first time you dump the schema with Rails 7.0, you will see many changes to that file, including some column information. Make sure to review the new schema file content and commit it to your repository.
Upgrading from Rails 6.0 to Rails 6.1
For more information on changes made to Rails 6.1 please see the release notes.
Rails.application.config_for
return value no longer supports access with String keys.
Given a configuration file like this:
# config/example.yml development: options: key: value
Rails.application.config_for(:example).options
This used to return a hash on which you could access values with String keys. That was deprecated in 6.0, and now doesn’t work anymore.
You can call with_indifferent_access
on the return value of config_for
if you still want to access values with String keys, e.g.:
Rails.application.config_for(:example).with_indifferent_access.dig('options', 'key')
Response’s Content-Type when using respond_to#any
The Content-Type header returned in the response can differ from what Rails 6.0 returned,
more specifically if your application uses respond_to { |format| format.any }
.
The Content-Type will now be based on the given block rather than the request’s format.
Example:
def my_action respond_to do |format| format.any { render(json: { foo: 'bar' }) } end end
get('my_action.csv')
Previous behavior was returning a text/csv
response’s Content-Type which is inaccurate since a JSON response is being rendered.
Current behavior correctly returns a application/json
response’s Content-Type.
If your application relies on the previous incorrect behavior, you are encouraged to specify which formats your action accepts, i.e.
format.any(:xml, :json) { render request.format.to_sym => @people }
ActiveSupport::Callbacks#halted_callback_hook
now receive a second argument
Active Support allows you to override the halted_callback_hook
whenever a callback
halts the chain. This method now receives a second argument which is the name of the callback being halted.
If you have classes that override this method, make sure it accepts two arguments. Note that this is a breaking
change without a prior deprecation cycle (for performance reasons).
Example:
class Book < ApplicationRecord before_save { throw(:abort) } before_create { throw(:abort) } def halted_callback_hook(filter, callback_name) # => This method now accepts 2 arguments instead of 1 Rails.logger.info("Book couldn't be #{callback_name}d") end end
The helper
class method in controllers uses String#constantize
Conceptually, before Rails 6.1
helper "foo/bar"
resulted in
require_dependency "foo/bar_helper" module_name = "foo/bar_helper".camelize module_name.constantize
Now it does this instead:
prefix = "foo/bar".camelize "#{prefix}Helper".constantize
This change is backwards compatible for the majority of applications, in which case you do not need to do anything.
Technically, however, controllers could configure helpers_path
to point to a directory in $LOAD_PATH
that was not in the autoload paths. That use case is no longer supported out of the box. If the helper module is not autoloadable, the application is responsible for loading it before calling helper
.
Redirection to HTTPS from HTTP will now use the 308 HTTP status code
The default HTTP status code used in ActionDispatch::SSL
when redirecting non-GET/HEAD requests from HTTP to HTTPS has been changed to 308
as defined in https://tools.ietf.org/html/rfc7538.
Active Storage now requires Image Processing
When processing variants in Active Storage, it’s now required to have the image_processing gem bundled instead of directly using mini_magick
. Image Processing is configured by default to use mini_magick
behind the scenes, so the easiest way to upgrade is by replacing the mini_magick
gem for the image_processing
gem and making sure to remove the explicit usage of combine_options
since it’s no longer needed.
For readability, you may wish to change raw resize
calls to image_processing
macros. For example, instead of:
video.preview(resize: "100x100") video.preview(resize: "100x100>") video.preview(resize: "100x100^")
you can respectively do:
video.preview(resize_to_fit: [100, 100]) video.preview(resize_to_limit: [100, 100]) video.preview(resize_to_fill: [100, 100])
New ActiveModel::Error
class
Errors are now instances of a new ActiveModel::Error
class, with changes to
the API. Some of these changes may throw errors depending on how you manipulate
errors, while others will print deprecation warnings to be fixed for Rails 7.0.
More information about this change and details about the API changes can be found in this PR.
Upgrading from Rails 5.2 to Rails 6.0
For more information on changes made to Rails 6.0 please see the release notes.
Using Webpacker
Webpacker is the default JavaScript compiler for Rails 6. But if you are upgrading the app, it is not activated by default. If you want to use Webpacker, then include it in your Gemfile and install it:
gem "webpacker"
$ bin/rails webpacker:install
Force SSL
The force_ssl
method on controllers has been deprecated and will be removed in
Rails 6.1. You are encouraged to enable config.force_ssl
to enforce HTTPS
connections throughout your application. If you need to exempt certain endpoints
from redirection, you can use config.ssl_options
to configure that behavior.
Purpose and expiry metadata is now embedded inside signed and encrypted cookies for increased security
To improve security, Rails embeds the purpose and expiry metadata inside encrypted or signed cookies value.
Rails can then thwart attacks that attempt to copy the signed/encrypted value of a cookie and use it as the value of another cookie.
This new embed metadata make those cookies incompatible with versions of Rails older than 6.0.
If you require your cookies to be read by Rails 5.2 and older, or you are still validating your 6.0 deploy and want
to be able to rollback set
Rails.application.config.action_dispatch.use_cookies_with_metadata
to false
.
All npm packages have been moved to the @rails
scope
If you were previously loading any of the actioncable
, activestorage
,
or rails-ujs
packages through npm/yarn, you must update the names of these
dependencies before you can upgrade them to 6.0.0
:
actioncable → @rails/actioncable activestorage → @rails/activestorage rails-ujs → @rails/ujs
Action Cable JavaScript API Changes
The Action Cable JavaScript package has been converted from CoffeeScript to ES2015, and we now publish the source code in the npm distribution.
This release includes some breaking changes to optional parts of the Action Cable JavaScript API:
Configuration of the WebSocket adapter and logger adapter have been moved from properties of
ActionCable
to properties ofActionCable.adapters
. If you are configuring these adapters you will need to make these changes:- ActionCable.WebSocket = MyWebSocket + ActionCable.adapters.WebSocket = MyWebSocket
- ActionCable.logger = myLogger + ActionCable.adapters.logger = myLogger
The
ActionCable.startDebugging()
andActionCable.stopDebugging()
methods have been removed and replaced with the propertyActionCable.logger.enabled
. If you are using these methods you will need to make these changes:- ActionCable.startDebugging() + ActionCable.logger.enabled = true
- ActionCable.stopDebugging() + ActionCable.logger.enabled = false
ActionDispatch::Response#content_type
now returns the Content-Type header without modification
Previously, the return value of ActionDispatch::Response#content_type
did NOT contain the charset part.
This behavior has changed to include the previously omitted charset part as well.
If you want just the MIME type, please use ActionDispatch::Response#media_type
instead.
Before:
resp = ActionDispatch::Response.new(200, "Content-Type" => "text/csv; header=present; charset=utf-16") resp.content_type #=> "text/csv; header=present"
After:
resp = ActionDispatch::Response.new(200, "Content-Type" => "text/csv; header=present; charset=utf-16") resp.content_type #=> "text/csv; header=present; charset=utf-16" resp.media_type #=> "text/csv"
New config.hosts
setting
Rails now has a new config.hosts
setting for security purposes. This setting
defaults to localhost
in development. If you use other domains in development
you need to allow them like this:
# config/environments/development.rb config.hosts << 'dev.myapp.com' config.hosts << /[a-z0-9-]+\.myapp\.com/ # Optionally, regexp is allowed as well
For other environments config.hosts
is empty by default, which means Rails
won’t validate the host at all. You can optionally add them if you want to
validate it in production.
Autoloading
The default configuration for Rails 6
# config/application.rb config.load_defaults 6.0
enables zeitwerk
autoloading mode on CRuby. In that mode, autoloading, reloading, and eager loading are managed by Zeitwerk.
If you are using defaults from a previous Rails version, you can enable zeitwerk like so:
# config/application.rb config.autoloader = :zeitwerk
Public API
In general, applications do not need to use the API of Zeitwerk directly. Rails sets things up according to the existing contract: config.autoload_paths
, config.cache_classes
, etc.
While applications should stick to that interface, the actual Zeitwerk loader object can be accessed as
Rails.autoloaders.main
That may be handy if you need to preload Single Table Inheritance (STI) classes or configure a custom inflector, for example.
Project Structure
If the application being upgraded autoloads correctly, the project structure should be already mostly compatible.
However, classic
mode infers file names from missing constant names (underscore
), whereas zeitwerk
mode infers constant names from file names (camelize
). These helpers are not always inverse of each other, in particular if acronyms are involved. For instance, "FOO".underscore
is "foo"
, but "foo".camelize
is "Foo"
, not "FOO"
.
Compatibility can be checked with the zeitwerk:check
task:
$ bin/rails zeitwerk:check
Hold on, I am eager loading the application.
All is good!
require_dependency
All known use cases of require_dependency
have been eliminated, you should grep the project and delete them.
If your application uses Single Table Inheritance, please see the Single Table Inheritance section of the Autoloading and Reloading Constants (Zeitwerk Mode) guide.
Qualified names in class and module definitions
You can now robustly use constant paths in class and module definitions:
# Autoloading in this class' body matches Ruby semantics now. class Admin::UsersController < ApplicationController # ... end
A gotcha to be aware of is that, depending on the order of execution, the classic autoloader could sometimes be able to autoload Foo::Wadus
in
class Foo::Bar Wadus end
That does not match Ruby semantics because Foo
is not in the nesting, and won’t work at all in zeitwerk
mode. If you find such corner case you can use the qualified name Foo::Wadus
:
class Foo::Bar Foo::Wadus end
or add Foo
to the nesting:
module Foo class Bar Wadus end end
Concerns
You can autoload and eager load from a standard structure like
app/models app/models/concerns
In that case, app/models/concerns
is assumed to be a root directory (because it belongs to the autoload paths), and it is ignored as namespace. So, app/models/concerns/foo.rb
should define Foo
, not Concerns::Foo
.
The Concerns::
namespace worked with the classic autoloader as a side-effect of the implementation, but it was not really an intended behavior. An application using Concerns::
needs to rename those classes and modules to be able to run in zeitwerk
mode.
Having app
in the autoload paths
Some projects want something like app/api/base.rb
to define API::Base
, and add app
to the autoload paths to accomplish that in classic
mode. Since Rails adds all subdirectories of app
to the autoload paths automatically, we have another situation in which there are nested root directories, so that setup no longer works. Similar principle we explained above with concerns
.
If you want to keep that structure, you’ll need to delete the subdirectory from the autoload paths in an initializer:
ActiveSupport::Dependencies.autoload_paths.delete("#{Rails.root}/app/api")
Autoloaded Constants and Explicit Namespaces
If a namespace is defined in a file, as Hotel
is here:
app/models/hotel.rb # Defines Hotel. app/models/hotel/pricing.rb # Defines Hotel::Pricing.
the Hotel
constant has to be set using the class
or module
keywords. For example:
class Hotel end
is good.
Alternatives like
Hotel = Class.new
or
Hotel = Struct.new
won’t work, child objects like Hotel::Pricing
won’t be found.
This restriction only applies to explicit namespaces. Classes and modules not defining a namespace can be defined using those idioms.
One file, one constant (at the same top-level)
In classic
mode you could technically define several constants at the same top-level and have them all reloaded. For example, given
# app/models/foo.rb class Foo end class Bar end
while Bar
could not be autoloaded, autoloading Foo
would mark Bar
as autoloaded too. This is not the case in zeitwerk
mode, you need to move Bar
to its own file bar.rb
. One file, one constant.
This only applies to constants at the same top-level as in the example above. Inner classes and modules are fine. For example, consider
# app/models/foo.rb class Foo class InnerClass end end
If the application reloads Foo
, it will reload Foo::InnerClass
too.
Spring and the test
Environment
Spring reloads the application code if something changes. In the test
environment you need to enable reloading for that to work:
# config/environments/test.rb config.cache_classes = false
Otherwise you’ll get this error:
reloading is disabled because config.cache_classes is true
Bootsnap
Bootsnap should be at least version 1.4.2.
In addition to that, Bootsnap needs to disable the iseq cache due to a bug in the interpreter if running Ruby 2.5. Please make sure to depend on at least Bootsnap 1.4.4 in that case.
config.add_autoload_paths_to_load_path
The new configuration point config.add_autoload_paths_to_load_path
is true
by default for backwards compatibility, but allows you to opt-out from adding the autoload paths to $LOAD_PATH
.
This makes sense in most applications, since you never should require a file in app/models
, for example, and Zeitwerk only uses absolute file names internally.
By opting-out you optimize $LOAD_PATH
lookups (less directories to check), and save Bootsnap work and memory consumption, since it does not need to build an index for these directories.
Thread-safety
In classic mode, constant autoloading is not thread-safe, though Rails has locks in place for example to make web requests thread-safe when autoloading is enabled, as it is common in the development environment.
Constant autoloading is thread-safe in zeitwerk
mode. For example, you can now autoload in multi-threaded scripts executed by the runner
command.
Globs in config.autoload_paths
Beware of configurations like
config.autoload_paths += Dir["#{config.root}/lib/**/"]
Every element of config.autoload_paths
should represent the top-level namespace (Object
) and they cannot be nested in consequence (with the exception of concerns
directories explained above).
To fix this, just remove the wildcards:
config.autoload_paths << "#{config.root}/lib"
Eager loading and autoloading are consistent
In classic
mode, if app/models/foo.rb
defines Bar
, you won’t be able to autoload that file, but eager loading will work because it loads files recursively blindly. This can be a source of errors if you test things first eager loading, execution may fail later autoloading.
In zeitwerk
mode both loading modes are consistent, they fail and err in the same files.
How to Use the Classic Autoloader in Rails 6
Applications can load Rails 6 defaults and still use the classic autoloader by setting config.autoloader
this way:
# config/application.rb config.load_defaults 6.0 config.autoloader = :classic
When using the Classic Autoloader in Rails 6 application it is recommended to set concurrency level to 1 in development environment, for the web servers and background processors, due to the thread-safety concerns.
Active Storage assignment behavior change
With the configuration defaults for Rails 5.2, assigning to a collection of attachments declared with has_many_attached
appends new files:
class User < ApplicationRecord has_many_attached :highlights end user.highlights.attach(filename: "funky.jpg", ...) user.highlights.count # => 1 blob = ActiveStorage::Blob.create_after_upload!(filename: "town.jpg", ...) user.update!(highlights: [ blob ]) user.highlights.count # => 2 user.highlights.first.filename # => "funky.jpg" user.highlights.second.filename # => "town.jpg"
With the configuration defaults for Rails 6.0, assigning to a collection of attachments replaces existing files instead of appending to them. This matches Active Record behavior when assigning to a collection association:
user.highlights.attach(filename: "funky.jpg", ...) user.highlights.count # => 1 blob = ActiveStorage::Blob.create_after_upload!(filename: "town.jpg", ...) user.update!(highlights: [ blob ]) user.highlights.count # => 1 user.highlights.first.filename # => "town.jpg"
#attach
can be used to add new attachments without removing the existing ones:
blob = ActiveStorage::Blob.create_after_upload!(filename: "town.jpg", ...) user.highlights.attach(blob) user.highlights.count # => 2 user.highlights.first.filename # => "funky.jpg" user.highlights.second.filename # => "town.jpg"
Existing applications can opt in to this new behavior by setting config.active_storage.replace_on_assign_to_many
to true
. The old behavior will be deprecated in Rails 7.0 and removed in Rails 7.1.
Upgrading from Rails 5.1 to Rails 5.2
For more information on changes made to Rails 5.2 please see the release notes.
Bootsnap
Rails 5.2 adds bootsnap gem in the newly generated app’s Gemfile.
The app:update
command sets it up in boot.rb
. If you want to use it, then add it in the Gemfile:
# Reduces boot times through caching; required in config/boot.rb gem 'bootsnap', require: false
Otherwise change the boot.rb
to not use bootsnap.
Expiry in signed or encrypted cookie is now embedded in the cookies values
To improve security, Rails now embeds the expiry information also in encrypted or signed cookies value.
This new embedded information makes those cookies incompatible with versions of Rails older than 5.2.
If you require your cookies to be read by 5.1 and older, or you are still validating your 5.2 deploy and want
to allow you to rollback set
Rails.application.config.action_dispatch.use_authenticated_cookie_encryption
to false
.
Upgrading from Rails 5.0 to Rails 5.1
For more information on changes made to Rails 5.1 please see the release notes.
Top-level HashWithIndifferentAccess
is soft-deprecated
If your application uses the top-level HashWithIndifferentAccess
class, you
should slowly move your code to instead use ActiveSupport::HashWithIndifferentAccess
.
It is only soft-deprecated, which means that your code will not break at the moment and no deprecation warning will be displayed, but this constant will be removed in the future.
Also, if you have pretty old YAML documents containing dumps of such objects, you may need to load and dump them again to make sure that they reference the right constant, and that loading them won’t break in the future.
application.secrets
now loaded with all keys as symbols
If your application stores nested configuration in config/secrets.yml
, all keys
are now loaded as symbols, so access using strings should be changed.
From:
Rails.application.secrets[:smtp_settings]["address"]
To:
Rails.application.secrets[:smtp_settings][:address]
Removed deprecated support to :text
and :nothing
in render
If your controllers are using render :text
, they will no longer work. The new method
of rendering text with MIME type of text/plain
is to use render :plain
.
Similarly, render :nothing
is also removed and you should use the head
method
to send responses that contain only headers. For example, head :ok
sends a
200 response with no body to render.
Removed deprecated support of redirect_to :back
In Rails 5.0, redirect_to :back
was deprecated. In Rails 5.1, it was removed completely.
As an alternative, use redirect_back
. It’s important to note that redirect_back
also takes
a fallback_location
option which will be used in case the HTTP_REFERER
is missing.
redirect_back(fallback_location: root_path)
Upgrading from Rails 4.2 to Rails 5.0
For more information on changes made to Rails 5.0 please see the release notes.
Ruby 2.2.2+ required
From Ruby on Rails 5.0 onwards, Ruby 2.2.2+ is the only supported Ruby version. Make sure you are on Ruby 2.2.2 version or greater, before you proceed.
Active Record Models Now Inherit from ApplicationRecord by Default
In Rails 4.2, an Active Record model inherits from ActiveRecord::Base
. In Rails 5.0,
all models inherit from ApplicationRecord
.
ApplicationRecord
is a new superclass for all app models, analogous to app
controllers subclassing ApplicationController
instead of
ActionController::Base
. This gives apps a single spot to configure app-wide
model behavior.
When upgrading from Rails 4.2 to Rails 5.0, you need to create an
application_record.rb
file in app/models/
and add the following content:
class ApplicationRecord < ActiveRecord::Base self.abstract_class = true end
Then make sure that all your models inherit from it.
Halting Callback Chains via throw(:abort)
In Rails 4.2, when a ‘before’ callback returns false
in Active Record
and Active Model, then the entire callback chain is halted. In other words,
successive ‘before’ callbacks are not executed, and neither is the action wrapped
in callbacks.
In Rails 5.0, returning false
in an Active Record or Active Model callback
will not have this side effect of halting the callback chain. Instead, callback
chains must be explicitly halted by calling throw(:abort)
.
When you upgrade from Rails 4.2 to Rails 5.0, returning false
in those kind of
callbacks will still halt the callback chain, but 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 the following configuration to your config/application.rb
:
ActiveSupport.halt_callback_chains_on_return_false = false
Note that this option will not affect Active Support callbacks since they never halted the chain when any value was returned.
See #17227 for more details.
ActiveJob Now Inherits from ApplicationJob by Default
In Rails 4.2, an Active Job inherits from ActiveJob::Base
. In Rails 5.0, this
behavior has changed to now inherit from ApplicationJob
.
When upgrading from Rails 4.2 to Rails 5.0, you need to create an
application_job.rb
file in app/jobs/
and add the following content:
class ApplicationJob < ActiveJob::Base end
Then make sure that all your job classes inherit from it.
See #19034 for more details.
Rails Controller Testing
Extraction of some helper methods to rails-controller-testing
assigns
and assert_template
have been extracted to the rails-controller-testing
gem. To
continue using these methods in your controller tests, add gem 'rails-controller-testing'
to
your Gemfile
.
If you are using RSpec for testing, please see the extra configuration required in the gem’s documentation.
New behavior when uploading files
If you are using ActionDispatch::Http::UploadedFile
in your tests to
upload files, you will need to change to use the similar Rack::Test::UploadedFile
class instead.
See #26404 for more details.
Autoloading is Disabled After Booting in the Production Environment
Autoloading is now disabled after booting in the production environment by default.
Eager loading the application is part of the boot process, so top-level constants are fine and are still autoloaded, no need to require their files.
Constants in deeper places only executed at runtime, like regular method bodies, are also fine because the file defining them will have been eager loaded while booting.
For the vast majority of applications this change needs no action. But in the
very rare event that your application needs autoloading while running in
production, set Rails.application.config.enable_dependency_loading
to true.
XML Serialization
ActiveModel::Serializers::Xml
has been extracted from Rails to the activemodel-serializers-xml
gem. To continue using XML serialization in your application, add gem 'activemodel-serializers-xml'
to your Gemfile
.
Removed Support for Legacy mysql
Database Adapter
Rails 5 removes support for the legacy mysql
database adapter. Most users should be able to
use mysql2
instead. It will be converted to a separate gem when we find someone to maintain
it.
Removed Support for Debugger
debugger
is not supported by Ruby 2.2 which is required by Rails 5. Use byebug
instead.
Use bin/rails
for running tasks and tests
Rails 5 adds the ability to run tasks and tests through bin/rails
instead of rake. Generally
these changes are in parallel with rake, but some were ported over altogether.
To use the new test runner simply type bin/rails test
.
rake dev:cache
is now bin/rails dev:cache
.
Run bin/rails
inside your application’s root directory to see the list of commands available.
ActionController::Parameters
No Longer Inherits from HashWithIndifferentAccess
Calling params
in your application will now return an object instead of a hash. If your
parameters are already permitted, then you will not need to make any changes. If you are using map
and other methods that depend on being able to read the hash regardless of permitted?
you will
need to upgrade your application to first permit and then convert to a hash.
params.permit([:proceed_to, :return_to]).to_h
protect_from_forgery
Now Defaults to prepend: false
protect_from_forgery
defaults to prepend: false
which means that it will be inserted into
the callback chain at the point in which you call it in your application. If you want
protect_from_forgery
to always run first, then you should change your application to use
protect_from_forgery prepend: true
.
Default Template Handler is Now RAW
Files without a template handler in their extension will be rendered using the raw handler. Previously Rails would render files using the ERB template handler.
If you do not want your file to be handled via the raw handler, you should add an extension to your file that can be parsed by the appropriate template handler.
Added Wildcard Matching for Template Dependencies
You can now use wildcard matching for your template dependencies. For example, if you were defining your templates as such:
<% # Template Dependency: recordings/threads/events/subscribers_changed %> <% # Template Dependency: recordings/threads/events/completed %> <% # Template Dependency: recordings/threads/events/uncompleted %>
You can now just call the dependency once with a wildcard.
<% # Template Dependency: recordings/threads/events/* %>
ActionView::Helpers::RecordTagHelper
moved to external gem (recordtaghelper)
content_tag_for
and div_for
have been removed in favor of just using content_tag
. To continue using the older methods, add the record_tag_helper
gem to your Gemfile
:
gem 'record_tag_helper', '~> 1.0'
See #18411 for more details.
Removed Support for protected_attributes
Gem
The protected_attributes
gem is no longer supported in Rails 5.
Removed support for activerecord-deprecated_finders
gem
The activerecord-deprecated_finders
gem is no longer supported in Rails 5.
ActiveSupport::TestCase
Default Test Order is Now Random
When tests are run in your application, the default order is now :random
instead of :sorted
. Use the following config option to set it back to :sorted
.
# config/environments/test.rb Rails.application.configure do config.active_support.test_order = :sorted end
ActionController::Live
became a Concern
If you include ActionController::Live
in another module that is included in your controller, then you
should also extend the module with ActiveSupport::Concern
. Alternatively, you can use the self.included
hook
to include ActionController::Live
directly to the controller once the StreamingSupport
is included.
This means that if your application used to have its own streaming module, the following code would break in production:
# This is a work-around for streamed controllers performing authentication with Warden/Devise. # See https://github.com/plataformatec/devise/issues/2332 # Authenticating in the router is another solution as suggested in that issue class StreamingSupport include ActionController::Live # this won't work in production for Rails 5 # extend ActiveSupport::Concern # unless you uncomment this line. def process(name) super(name) rescue ArgumentError => e if e.message == 'uncaught throw :warden' throw :warden else raise e end end end
New Framework Defaults
Active Record belongs_to
Required by Default Option
belongs_to
will now trigger a validation error by default if the association is not present.
This can be turned off per-association with optional: true
.
This default will be automatically configured in new applications. If an existing application wants to add this feature it will need to be turned on in an initializer:
config.active_record.belongs_to_required_by_default = true
The configuration is by default global for all your models, but you can override it on a per model basis. This should help you migrate all your models to have their associations required by default.
class Book < ApplicationRecord # model is not yet ready to have its association required by default self.belongs_to_required_by_default = false belongs_to(:author) end class Car < ApplicationRecord # model is ready to have its association required by default self.belongs_to_required_by_default = true belongs_to(:pilot) end
Per-form CSRF Tokens
Rails 5 now supports per-form CSRF tokens to mitigate against code-injection attacks with forms created by JavaScript. With this option turned on, forms in your application will each have their own CSRF token that is specific to the action and method for that form.
config.action_controller.per_form_csrf_tokens = true
Forgery Protection with Origin Check
You can now configure your application to check if the HTTP Origin
header should be checked
against the site’s origin as an additional CSRF defense. Set the following in your config to
true:
config.action_controller.forgery_protection_origin_check = true
Allow Configuration of Action Mailer Queue Name
The default mailer queue name is mailers
. This configuration option allows you to globally change
the queue name. Set the following in your config:
config.action_mailer.deliver_later_queue_name = :new_queue_name
Support Fragment Caching in Action Mailer Views
Set config.action_mailer.perform_caching
in your config to determine whether your Action Mailer views
should support caching.
config.action_mailer.perform_caching = true
Configure the Output of db:structure:dump
If you’re using schema_search_path
or other PostgreSQL extensions, you can control how the schema is
dumped. Set to :all
to generate all dumps, or to :schema_search_path
to generate from schema search path.
config.active_record.dump_schemas = :all
Configure SSL Options to Enable HSTS with Subdomains
Set the following in your config to enable HSTS when using subdomains:
config.ssl_options = { hsts: { subdomains: true } }
Preserve Timezone of the Receiver
When using Ruby 2.4, you can preserve the timezone of the receiver when calling to_time
.
ActiveSupport.to_time_preserves_timezone = false
Changes with JSON/JSONB serialization
In Rails 5.0, how JSON/JSONB attributes are serialized and deserialized changed. Now, if
you set a column equal to a String
, Active Record will no longer turn that string
into a Hash
, and will instead only return the string. This is not limited to code
interacting with models, but also affects :default
column settings in db/schema.rb
.
It is recommended that you do not set columns equal to a String
, but pass a Hash
instead, which will be converted to and from a JSON string automatically.
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 an 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 TagAssertions
module (containing methods such as assert_tag
), has been deprecated in favor of the assert_select
methods from the SelectorAssertions
module, which has been extracted into the 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#notify is not yet called at this point mail = mail.deliver_now # Prints "Called"
This should not result in any noticeable differences for most applications. However, if you need some non-mailer methods to be executed 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 its Rails migration DSL counterpart.
The migration procedure is as follows:
- remove
gem "foreigner"
from theGemfile
. - 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!!!?” or “my <script>
widget is busted!!”
Cross-site request forgery (CSRF) protection now covers GET requests with
JavaScript responses, too. This prevents a third-party site from remotely
referencing your JavaScript with a <script>
tag 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
.
NOTE: Your own <script>
tags are treated as cross-origin and blocked by
default, too. If you really mean to load JavaScript from <script>
tags,
you must now explicitly skip CSRF protection on those actions.
Spring
If you want to use Spring as your application preloader you need to:
- Add
gem 'spring', group: :development
to yourGemfile
. - Install spring using
bundle install
. - Generate the Spring binstub with
bundle exec spring binstub
.
NOTE: User defined rake tasks will run in the development
environment by
default. If you want them to run in other environments consult the
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 theSECRET_KEY_BASE
environment variable for whichever users running the Rails application in production. 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.cookies_serializer = :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 set_cookie cookies.encrypted[:expiration_date] = Date.tomorrow # => Thu, 20 Mar 2014 redirect_to action: 'read_cookie' end def read_cookie cookies.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 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 end-of-life and has been removed from Rails.
If your application currently depends on MultiJSON directly, you have a few options:
Add ‘multi_json’ to your
Gemfile
. Note that this might cease to work in the futureMigrate away from MultiJSON by using
obj.to_json
, andJSON.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 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
irb> FooBar.new.to_json => "{\"foo\":\"bar\"}" irb> 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 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 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) OpenSSL::Digest::SHA256.hexdigest(File.read(Rails.root.join('test/fixtures', path))) end end ActiveRecord::FixtureSet.context_class.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 authors = Author.where(name: 'Hank Moody').to_a authors.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
:
resources :users do patch :update_name, on: :member end
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.
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 this post on the Rails blog.
A note about media types
The errata for the PATCH
verb specifies that a ‘diff’ media type should be
used with PATCH
. One
such format is 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
# 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 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 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 receiveInteger
orString
arguments as record ids, besides records, pretty much like thedestroy
method does. Previously it raisedActiveRecord::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 asNULL
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 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 ofActiveRecord::FixtureSet
.Rails 4.0 has deprecated
ActiveRecord::TestCase
in favor ofActiveSupport::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_...
becomeswhere(...)
.find_last_by_...
becomeswhere(...).last
.scoped_by_...
becomeswhere(...)
.find_or_initialize_by_...
becomesfind_or_initialize_by(...)
.find_or_create_by_...
becomesfind_or_create_by(...)
.
Note that
where(...)
returns a relation, not an array like the old finders. If you require anArray
, 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 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 prefix takes scopes into account as well, so relations between
Catalog::Category
andCatalog::Product
orCatalog::Category
andCatalogProduct
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 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:#{attribute}_confirmation
instead ofattribute
.Rails 4.0 has changed
ActiveModel::Serializers::JSON.include_root_in_json
default value tofalse
. 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 existingsecret_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 newsecret_key_base
in Rails 4.x are not backwards compatible with Rails 3.x. You are free to leave your existingsecret_token
in place, not set the newsecret_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 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. UseActionController::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_page
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 yourGemfile
.Rails 4.0 deprecates the
dom_id
anddom_class
methods in controllers (they are fine in views). You will need to include theActionView::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 raiseAssertion
instead ofActionController::RoutingError
.Rails 4.0 raises an
ArgumentError
if clashing named routes are defined. This can be triggered by explicitly defined named routes or by theresources
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
orexcept
options provided by theresources
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 https://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.Rails 4.0 allows configuration of HTTP headers by setting
config.action_dispatch.default_headers
. The defaults are as follows:config.action_dispatch.default_headers = { 'X-Frame-Options' => 'SAMEORIGIN', 'X-XSS-Protection' => '1; mode=block' }
Please note that if your application is dependent on loading certain pages in a
<frame>
or<iframe>
, then you may need to explicitly setX-Frame-Options
toALLOW-FROM ...
orALLOWALL
.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 whenParamsParser
fails to parse request params. You will want to rescue this exception instead of the low-levelMultiJson::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 setdefault_url_options[:script_name]
to work around overwritten URL prefixes.Rails 4.0 deprecated
ActionController::Integration
in favor ofActionDispatch::Integration
.Rails 4.0 deprecated
ActionController::IntegrationTest
in favor ofActionDispatch::IntegrationTest
.Rails 4.0 deprecated
ActionController::PerformanceTest
in favor ofActionDispatch::PerformanceTest
.Rails 4.0 deprecated
ActionController::AbstractRequest
in favor ofActionDispatch::Request
.Rails 4.0 deprecated
ActionController::Request
in favor ofActionDispatch::Request
.Rails 4.0 deprecated
ActionController::AbstractResponse
in favor ofActionDispatch::Response
.Rails 4.0 deprecated
ActionController::Response
in favor ofActionDispatch::Response
.Rails 4.0 deprecated
ActionController::Routing
in favor ofActionDispatch::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
.
Cache
The caching method changed between Rails 3.x and 4.0. You should change the cache namespace and roll out with a cold cache.
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', '3.2.21' 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 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 to 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 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( admin.js admin.css ) # 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.public_file_server.enabled = true config.public_file_server.headers = { '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 :cookie_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.