upgrading_ruby_on_rails.md 56.1 KB
Newer Older
1
**DO NOT READ THIS FILE ON GITHUB, GUIDES ARE PUBLISHED ON http://guides.rubyonrails.org.**
X
Xavier Noria 已提交
2

3 4
A Guide for Upgrading Ruby on Rails
===================================
5 6 7

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.

8 9
--------------------------------------------------------------------------------

10 11
General Advice
--------------
12

13
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.
14

15
### Test Coverage
16 17 18

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.

L
Leslie Viljoen 已提交
19 20
### The Upgrade Process

21
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.
L
Leslie Viljoen 已提交
22 23 24

The process should go as follows:

V
Vipul A M 已提交
25 26 27 28
1. Write tests and make sure they pass.
2. Move to the latest patch version after your current version.
3. Fix tests and deprecated features.
4. Move to the latest patch version of the next minor version.
L
Leslie Viljoen 已提交
29

Y
yuuji.yaginuma 已提交
30
Repeat this process until you reach your target Rails version. Each time you move versions, you will need to change the Rails version number in the Gemfile (and possibly other gem versions) and run `bundle update`. Then run the Update task mentioned below to update configuration files, then run your tests.
L
Leslie Viljoen 已提交
31

32
You can find a list of all released Rails versions [here](https://rubygems.org/gems/rails/versions).
L
Leslie Viljoen 已提交
33

34
### Ruby Versions
35 36 37

Rails generally stays close to the latest released Ruby version when it's released:

J
Jon Atack 已提交
38
* Rails 5 requires Ruby 2.2.2 or newer.
J
Jeremy Kemper 已提交
39
* Rails 4 prefers Ruby 2.0 and requires 1.9.3 or newer.
40 41
* Rails 3.2.x is the last branch to support Ruby 1.8.7.
* Rails 3 and above require Ruby 1.8.7 or higher. Support for all of the previous Ruby versions has been dropped officially. You should upgrade as early as possible.
42

J
Jeremy Kemper 已提交
43
TIP: Ruby 1.8.7 p248 and p249 have marshaling bugs that crash Rails. Ruby Enterprise Edition has these fixed since the release of 1.8.7-2010.02. On the 1.9 front, Ruby 1.9.1 is not usable because it outright segfaults, so if you want to use 1.9.x, jump straight to 1.9.3 for smooth sailing.
44

V
Vipul A M 已提交
45
### The Update Task
46

47
Rails provides the `app:update` task (`rails:update` on 4.2 and earlier). After updating the Rails version
Y
yuuji.yaginuma 已提交
48
in the Gemfile, run this task.
D
Dave Powers 已提交
49
This will help you with the creation of new files and changes of old files in an
50 51 52
interactive session.

```bash
53
$ rails app:update
54 55 56 57 58 59 60 61 62 63 64 65 66 67
   identical  config/boot.rb
       exist  config
    conflict  config/routes.rb
Overwrite /myapp/config/routes.rb? (enter "h" for help) [Ynaqdh]
       force  config/routes.rb
    conflict  config/application.rb
Overwrite /myapp/config/application.rb? (enter "h" for help) [Ynaqdh]
       force  config/application.rb
    conflict  config/environment.rb
...
```

Don't forget to review the difference, to see if there were any unexpected changes.

68 69 70
Upgrading from Rails 4.2 to Rails 5.0
-------------------------------------

E
eileencodes 已提交
71
For more information on changes made to Rails 5.0 please see the [release notes](5_0_release_notes.html).
72

E
eileencodes 已提交
73
### Ruby 2.2.2+ required
74

E
eileencodes 已提交
75 76
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.
77

78 79
### Active Record models now inherit from ApplicationRecord by default

80
In Rails 4.2, an Active Record model inherits from `ActiveRecord::Base`. In Rails 5.0,
81
all models inherit from `ApplicationRecord`.
82 83

`ApplicationRecord` is a new superclass for all app models, analogous to app
84 85
controllers subclassing `ApplicationController` instead of
`ActionController::Base`. This gives apps a single spot to configure app-wide
86
model behavior.
87

88
When upgrading from Rails 4.2 to Rails 5.0, you need to create an
89 90 91 92 93 94 95 96
`application_record.rb` file in `app/models/` and add the following content:

```
class ApplicationRecord < ActiveRecord::Base
  self.abstract_class = true
end
```

97
### Halting callback chains via `throw(:abort)`
98

99 100 101 102
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.
103

104 105 106
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)`.
107

108 109 110
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.
111 112 113 114

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`:

115 116 117 118
    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.
119 120 121

See [#17227](https://github.com/rails/rails/pull/17227) for more details.

T
Tom Copeland 已提交
122
### ActiveJob jobs now inherit from ApplicationJob by default
123

124
In Rails 4.2, an Active Job inherits from `ActiveJob::Base`. In Rails 5.0, this
R
Robin Dupret 已提交
125
behavior has changed to now inherit from `ApplicationJob`.
126

127
When upgrading from Rails 4.2 to Rails 5.0, you need to create an
R
Robin Dupret 已提交
128
`application_job.rb` file in `app/jobs/` and add the following content:
129 130 131 132 133 134

```
class ApplicationJob < ActiveJob::Base
end
```

R
Robin Dupret 已提交
135 136 137
Then make sure that all your job classes inherit from it.

See [#19034](https://github.com/rails/rails/pull/19034) for more details.
138

E
eileencodes 已提交
139 140 141
### Rails Controller Testing

`assigns` and `assert_template` have been extracted to the `rails-controller-testing` gem. To
142
continue using these methods in your controller tests, add `gem 'rails-controller-testing'` to
E
eileencodes 已提交
143 144
your Gemfile.

145
If you are using Rspec for testing, please see the extra configuration required in the gem's
E
eileencodes 已提交
146 147
documentation.

148
### Autoloading is disabled after booting in the production environment
149

150 151 152 153 154 155
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.

156 157
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.
158 159 160 161

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 mode, set `Rails.application.config.enable_dependency_loading` to
X
Xavier Noria 已提交
162
true.
163

E
eileencodes 已提交
164 165 166
### XML Serialization

`ActiveModel::Serializers::Xml` has been extracted from Rails to the `activemodel-serializers-xml`
167
gem. To continue using XML serialization in your application, add `gem 'activemodel-serializers-xml'`
E
eileencodes 已提交
168 169 170 171 172 173 174 175 176 177 178 179 180 181 182
to your Gemfile.

### Removed support for legacy MySQL

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
V
Vipul A M 已提交
183
these changes are in parallel with rake, but some were ported over altogether.
E
eileencodes 已提交
184 185 186

To use the new test runner simply type `bin/rails test`.

187
`rake dev:cache` is now `rails dev:cache`.
E
eileencodes 已提交
188 189 190 191 192 193

Run `bin/rails` 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
194
parameters are already permitted, then you will not need to make any changes. If you are using `slice`
E
eileencodes 已提交
195
and other methods that depend on being able to read the hash regardless of `permitted?` you will
V
Vipul A M 已提交
196
need to upgrade your application to first permit and then convert to a hash.
E
eileencodes 已提交
197 198 199 200 201 202 203 204 205 206 207 208 209 210 211 212 213 214 215 216 217 218 219 220 221 222 223 224 225 226 227 228 229 230 231 232 233 234 235 236 237 238 239 240 241 242 243 244 245 246 247 248 249 250 251

    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 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.

### Add 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:

```erb
<% # 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.

```erb
<% # Template Dependency: recordings/threads/events/* %>
```

### Remove support for `protected_attributes` gem

The `protected_attributes` gem is no longer supported in Rails 5.

### Remove 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`.

```ruby
# config/environments/test.rb
Rails.application.configure do
  config.active_support.test_order = :sorted
end
```

E
eileencodes 已提交
252
### New Framework Defaults
E
eileencodes 已提交
253

E
eileencodes 已提交
254
#### Active Record `belongs_to` Required by Default Option
E
eileencodes 已提交
255 256 257 258 259 260 261 262 263 264

`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 will be automatically configured in new applications. If existing application
want to add this feature it will need to be turned on in an initializer.

    config.active_record.belongs_to_required_by_default = true

E
eileencodes 已提交
265 266 267 268 269 270 271 272 273 274 275 276 277 278 279 280 281
#### 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 specified to the action and method for that form.

    config.action_controller.per_form_csrf_tokens = true

#### Forgery protection with origin check

You can how 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
E
eileencodes 已提交
282 283 284 285

The default mailer queue name is `mailers`. This configuration option allows you to globally change
the queue name. Set the following in your config.

E
eileencodes 已提交
286
    config.action_mailer.deliver_later_queue_name = :new_queue_name
E
eileencodes 已提交
287

E
eileencodes 已提交
288
#### Support fragment caching in Action Mailer views
E
eileencodes 已提交
289 290 291 292

Set `config.action_mailer.perform_caching` in your config to determine whether your Action Mailer views
should support caching.

E
eileencodes 已提交
293 294 295
    config.action_mailer.perform_caching = true

#### Configure the output of `db:structure:dump`
E
eileencodes 已提交
296 297

If you're using `schema_search_path` or other PostgreSQL extentions, you can control how the schema is
V
Vipul A M 已提交
298
dumped. Set to `:all` to generate all dumps, or `:schema_search_path` to generate from schema search path.
E
eileencodes 已提交
299 300 301

    config.active_record.dump_schemas = :all

E
eileencodes 已提交
302 303 304 305 306 307 308 309 310 311
#### 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`.

312
    ActiveSupport.to_time_preserves_timezone = false
E
eileencodes 已提交
313

314 315 316
Upgrading from Rails 4.1 to Rails 4.2
-------------------------------------

317 318
### Web Console

319
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.
320

321 322
### Responders

323 324 325 326 327 328 329 330 331 332 333 334 335 336 337 338 339 340 341 342 343 344 345 346 347 348 349 350 351 352 353 354
`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:

```ruby
# 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:

```ruby
# 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](https://github.com/rails/rails/pull/16526) for more details.
355 356 357

### Error handling in transaction callbacks

358 359 360 361 362 363
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.

364
When you define an `after_rollback` or `after_commit` callback, you
365
will receive a deprecation warning about this upcoming change. When
366
you are ready, you can opt into the new behavior and remove the
367 368 369 370 371 372 373
deprecation warning by adding following configuration to your
`config/application.rb`:

    config.active_record.raise_in_transactional_callbacks = true

See [#14488](https://github.com/rails/rails/pull/14488) and
[#16537](https://github.com/rails/rails/pull/16537) for more details.
374

375 376 377 378 379
### 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
R
Rafael Mendonça França 已提交
380
allows you to either lock down the current behavior by setting the option to
381 382 383 384 385 386 387 388 389 390 391 392
`: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:

```ruby
# config/environments/test.rb
Rails.application.configure do
  config.active_support.test_order = :sorted # or `:random` if you prefer
end
```

393 394
### Serialized attributes

395 396
When using a custom coder (e.g. `serialize :metadata, JSON`),
assigning `nil` to a serialized attribute will save it to the database
397 398
as `NULL` instead of passing the `nil` value through the coder (e.g. `"null"`
when using the `JSON` coder).
399

400 401 402 403 404 405 406 407 408 409 410 411
### 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`:

```ruby
# Set to `:info` to match the current default, or set to `:debug` to opt-into
# the future default.
config.log_level = :info
```

412 413 414 415 416 417 418 419 420 421 422 423 424 425 426 427 428 429 430 431 432 433 434 435 436 437 438 439 440 441 442 443
### `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:

```ruby
# 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.

```ruby
# 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
```

444
### Rails HTML Sanitizer
445 446 447

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
448
[`Rails HTML Sanitizer`](https://github.com/rails/rails-html-sanitizer).
449 450 451 452 453 454 455 456 457 458 459 460 461 462 463 464 465 466

This means the methods `sanitize`, `sanitize_css`, `strip_tags` and
`strip_links` are backed by a new implementation.

This new sanitizer uses [Loofah](https://github.com/flavorjones/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](https://github.com/flavorjones/loofah#loofahscrubber).

Two new scrubbers have also been added: `PermitScrubber` and `TargetScrubber`.
Read the [gem's readme](https://github.com/rails/rails-html-sanitizer) for more information.

The documentation for `PermitScrubber` and `TargetScrubber` explains how you
can gain complete control over when and how elements should be stripped.

467
If your application needs to use the old sanitizer implementation, include `rails-deprecated_sanitizer` in your Gemfile:
468 469 470 471 472

```ruby
gem 'rails-deprecated_sanitizer'
```

473
### Rails DOM Testing
474

475
The [`TagAssertions` module](http://api.rubyonrails.org/classes/ActionDispatch/Assertions/TagAssertions.html) (containing methods such as `assert_tag`), [has been deprecated](https://github.com/rails/rails/blob/6061472b8c310158a2a2e8e9a6b81a1aef6b60fe/actionpack/lib/action_dispatch/testing/assertions/dom.rb) in favor of the `assert_select` methods from the `SelectorAssertions` module, which has been extracted into the [rails-dom-testing gem](https://github.com/rails/rails-dom-testing).
476 477


478
### Masked Authenticity Tokens
479

480 481
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.

482 483 484 485 486 487 488 489 490 491 492 493 494 495 496 497
### 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:

```ruby
class Notifier < ActionMailer::Base
  def notify(user, ...)
    puts "Called"
    mail(to: user.email, ...)
  end
end

498
mail = Notifier.notify(user, ...) # Notifier#notify is not yet called at this point
499 500 501
mail = mail.deliver_now           # Prints "Called"
```

G
George Millo 已提交
502 503
This should not result in any noticeable differences for most applications.
However, if you need some non-mailer methods to be executed synchronously, and
504 505 506 507 508 509 510 511 512 513 514
you were previously relying on the synchronous proxying behavior, you should
define them as class methods on the mailer class directly:

```ruby
class Notifier < ActionMailer::Base
  def self.broadcast_notifications(users, ...)
    users.each { |user| Notifier.notify(user, ...) }
  end
end
```

515 516 517 518
### 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.
519
Note that the foreign key support of Rails is a subset of Foreigner. This means
520
that not every Foreigner definition can be fully replaced by its Rails
521
migration DSL counterpart.
522

523
The migration procedure is as follows:
524

525 526 527
1. remove `gem "foreigner"` from the Gemfile.
2. run `bundle install`.
3. run `bin/rake db:schema:dump`.
528
4. make sure that `db/schema.rb` contains every foreign key definition with
529
the necessary options.
530

531 532 533
Upgrading from Rails 4.0 to Rails 4.1
-------------------------------------

534 535
### CSRF protection from remote `<script>` tags

536
Or, "whaaat my tests are failing!!!?" or "my `<script>` widget is busted!!"
537

538 539 540
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.
541

542
This means that your functional and integration tests that use
543 544 545 546 547 548 549 550 551 552 553

```ruby
get :index, format: :js
```

will now trigger CSRF protection. Switch to

```ruby
xhr :get, :index, format: :js
```

554
to explicitly test an `XmlHttpRequest`.
555

556 557 558
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.
559

560 561 562 563
### Spring

If you want to use Spring as your application preloader you need to:

564 565 566
1. Add `gem 'spring', group: :development` to your `Gemfile`.
2. Install spring using `bundle install`.
3. Springify your binstubs with `bundle exec spring binstub --all`.
567 568 569

NOTE: User defined rake tasks will run in the `development` environment by
default. If you want them to run in other environments consult the
570
[Spring README](https://github.com/rails/spring#rake).
571

572 573 574 575 576 577 578 579 580 581 582 583 584 585 586
### `config/secrets.yml`

If you want to use the new `secrets.yml` convention to store your application's
secrets, you need to:

1. Create a `secrets.yml` file in your `config` folder with the following content:

    ```yaml
    development:
      secret_key_base:

    test:
      secret_key_base:

    production:
587
      secret_key_base: <%= ENV["SECRET_KEY_BASE"] %>
588 589
    ```

590
2. Use your existing `secret_key_base` from the `secret_token.rb` initializer to
G
Guo Xiang Tan 已提交
591
   set the SECRET_KEY_BASE environment variable for whichever users running the
G
Guo Xiang Tan 已提交
592
   Rails application in production mode. Alternatively, you can simply copy the existing
593
   `secret_key_base` from the `secret_token.rb` initializer to `secrets.yml`
594
   under the `production` section, replacing '<%= ENV["SECRET_KEY_BASE"] %>'.
595

596 597
3. Remove the `secret_token.rb` initializer.

598
4. Use `rake secret` to generate new keys for the `development` and `test` sections.
599 600 601

5. Restart your server.

602 603 604 605
### Changes to test helper

If your test helper contains a call to
`ActiveRecord::Migration.check_pending!` this can be removed. The check
606
is now done automatically when you `require 'rails/test_help'`, although
607 608
leaving this line in your helper is not harmful in any way.

609 610 611 612 613 614
### 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:

615 616 617
```ruby
Rails.application.config.action_dispatch.cookies_serializer = :hybrid
```
618 619 620 621

This would transparently migrate your existing `Marshal`-serialized cookies into the
new `JSON`-based format.

622 623 624 625 626 627 628 629 630 631 632 633 634 635 636 637 638 639 640 641 642 643 644 645
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.

```ruby
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.

646 647 648 649
### Flash structure changes

Flash message keys are
[normalized to strings](https://github.com/rails/rails/commit/a668beffd64106a1e1fedb71cc25eaaa11baf0c1). They
650
can still be accessed using either symbols or strings. Looping through the flash
651 652 653 654 655 656 657 658 659 660 661 662 663 664 665
will always yield string keys:

```ruby
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.

G
Godfrey Chan 已提交
666 667
### Changes in JSON handling

668
There are a few major changes related to JSON handling in Rails 4.1.
G
Godfrey Chan 已提交
669 670 671 672 673 674 675 676 677 678 679 680 681 682

#### MultiJSON removal

MultiJSON has reached its [end-of-life](https://github.com/rails/rails/pull/10576)
and has been removed from Rails.

If your application currently depend on MultiJSON directly, you have a few options:

1. Add 'multi_json' to your Gemfile. Note that this might cease to work in the future

2. Migrate away from MultiJSON by using `obj.to_json`, and `JSON.parse(str)` instead.

WARNING: Do not simply replace `MultiJson.dump` and `MultiJson.load` with
`JSON.dump` and `JSON.load`. These JSON gem APIs are meant for serializing and
683
deserializing arbitrary Ruby objects and are generally [unsafe](http://www.ruby-doc.org/stdlib-2.2.2/libdoc/json/rdoc/JSON.html#method-i-load).
G
Godfrey Chan 已提交
684 685 686 687 688 689 690 691 692 693 694 695 696 697

#### 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:

```ruby
class FooBar
  def as_json(options = nil)
698
    { foo: 'bar' }
G
Godfrey Chan 已提交
699 700 701 702 703 704 705 706 707 708 709 710 711 712 713 714 715
  end
end

>> FooBar.new.to_json # => "{\"foo\":\"bar\"}"
>> JSON.generate(FooBar.new, quirks_mode: true) # => "\"#<FooBar:0x007fa80a481610>\""
```

#### New JSON encoder

The JSON encoder in Rails 4.1 has been rewritten to take advantage of the JSON
gem. For most applications, this should be a transparent change. However, as
part of the rewrite, the following features have been removed from the encoder:

1. Circular data structure detection
2. Support for the `encode_json` hook
3. Option to encode `BigDecimal` objects as numbers instead of strings

716
If your application depends on one of these features, you can get them back by
G
Godfrey Chan 已提交
717 718 719
adding the [`activesupport-json_encoder`](https://github.com/rails/activesupport-json_encoder)
gem to your Gemfile.

720 721 722 723 724 725 726 727 728 729
#### 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
```

730 731
### Usage of `return` within inline callback blocks

X
Xavier Noria 已提交
732
Previously, Rails allowed inline callback blocks to use `return` this way:
733 734 735

```ruby
class ReadOnlyModel < ActiveRecord::Base
X
Xavier Noria 已提交
736
  before_save { return false } # BAD
737 738 739
end
```

D
Dave Powers 已提交
740
This behavior was never intentionally supported. Due to a change in the internals
741
of `ActiveSupport::Callbacks`, this is no longer allowed in Rails 4.1. Using a
X
Xavier Noria 已提交
742 743 744 745 746 747 748 749 750 751 752 753 754 755
`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:

```ruby
class ReadOnlyModel < ActiveRecord::Base
  before_save { false } # GOOD
end
```

Alternatively, if `return` is preferred it is recommended to explicitly define
a method:
756 757 758

```ruby
class ReadOnlyModel < ActiveRecord::Base
X
Xavier Noria 已提交
759
  before_save :before_save_callback # GOOD
760 761 762 763 764 765 766 767 768

  private
    def before_save_callback
      return false
    end
end
```

This change applies to most places in Rails where callbacks are used, including
X
Xavier Noria 已提交
769 770 771 772 773
Active Record and Active Model callbacks, as well as filters in Action
Controller (e.g. `before_action`).

See [this pull request](https://github.com/rails/rails/pull/13271) for more
details.
774

775 776 777 778 779 780 781 782 783 784
### 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`.

```ruby
785
module FixtureFileHelpers
786 787 788 789
  def file_sha(path)
    Digest::SHA2.hexdigest(File.read(Rails.root.join('test/fixtures', path)))
  end
end
790
ActiveRecord::FixtureSet.context_class.include FixtureFileHelpers
791
```
792

793 794
### I18n enforcing available locales

G
Guo Xiang Tan 已提交
795 796
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
797 798 799 800 801 802 803 804 805
the `available_locales` list.

To disable it (and allow I18n to accept *any* locale option) add the following
configuration to your application:

```ruby
config.i18n.enforce_available_locales = false
```

G
Guo Xiang Tan 已提交
806 807
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,
G
Guo Xiang Tan 已提交
808 809
it's recommended not to disable this option unless you have a strong reason for
doing so.
810

811 812 813 814 815 816 817 818 819 820 821 822 823 824 825 826 827
### 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`.

```ruby
# 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!
```

828 829
### Changes on Default Scopes

A
Anton Cherepanov 已提交
830
Default scopes are no longer overridden by chained conditions.
831 832

In previous versions when you defined a `default_scope` in a model
A
Anton Cherepanov 已提交
833
it was overridden by chained conditions in the same field. Now it
834 835 836 837 838 839 840 841 842 843 844 845
is merged like any other scope.

Before:

```ruby
class User < ActiveRecord::Base
  default_scope { where state: 'pending' }
  scope :active, -> { where state: 'active' }
  scope :inactive, -> { where state: 'inactive' }
end

User.all
846
# SELECT "users".* FROM "users" WHERE "users"."state" = 'pending'
847 848

User.active
849
# SELECT "users".* FROM "users" WHERE "users"."state" = 'active'
850 851

User.where(state: 'inactive')
852
# SELECT "users".* FROM "users" WHERE "users"."state" = 'inactive'
853 854 855 856 857 858 859 860 861 862 863 864
```

After:

```ruby
class User < ActiveRecord::Base
  default_scope { where state: 'pending' }
  scope :active, -> { where state: 'active' }
  scope :inactive, -> { where state: 'inactive' }
end

User.all
865
# SELECT "users".* FROM "users" WHERE "users"."state" = 'pending'
866 867

User.active
868
# SELECT "users".* FROM "users" WHERE "users"."state" = 'pending' AND "users"."state" = 'active'
869 870

User.where(state: 'inactive')
871
# SELECT "users".* FROM "users" WHERE "users"."state" = 'pending' AND "users"."state" = 'inactive'
872 873 874 875 876 877 878 879 880
```

To get the previous behavior it is needed to explicitly remove the
`default_scope` condition using `unscoped`, `unscope`, `rewhere` or
`except`.

```ruby
class User < ActiveRecord::Base
  default_scope { where state: 'pending' }
A
Amit Thawait 已提交
881
  scope :active, -> { unscope(where: :state).where(state: 'active') }
882 883 884 885
  scope :inactive, -> { rewhere state: 'inactive' }
end

User.all
886
# SELECT "users".* FROM "users" WHERE "users"."state" = 'pending'
887 888

User.active
889
# SELECT "users".* FROM "users" WHERE "users"."state" = 'active'
890 891

User.inactive
892
# SELECT "users".* FROM "users" WHERE "users"."state" = 'inactive'
893 894
```

895 896 897 898 899 900 901 902 903 904 905 906 907 908 909
### 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 to `text/plain`
* `render :html` will set the content type to `text/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
910
start using the more precise `:plain`, `:html`, and `:body` options instead.
911 912 913
Using `render :text` may pose a security risk, as the content is sent as
`text/html`.

914 915 916
### PostgreSQL json and hstore datatypes

Rails 4.1 will map `json` and `hstore` columns to a string-keyed Ruby `Hash`.
G
Guo Xiang Tan 已提交
917
In earlier versions, a `HashWithIndifferentAccess` was used. This means that
918 919 920 921
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.

922 923
### Explicit block use for `ActiveSupport::Callbacks`

924 925
Rails 4.1 now expects an explicit block to be passed when calling
`ActiveSupport::Callbacks.set_callback`. This change stems from
926 927 928
`ActiveSupport::Callbacks` being largely rewritten for the 4.1 release.

```ruby
929
# Previously in Rails 4.0
930
set_callback :save, :around, ->(r, &block) { stuff; result = block.call; stuff }
931 932 933

# Now in Rails 4.1
set_callback :save, :around, ->(r, block) { stuff; result = block.call; stuff }
934 935
```

936 937 938 939 940 941 942
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.

943 944
### HTTP PATCH

945 946 947 948
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:
949 950 951 952 953

```ruby
resources :users
```

954 955 956
```erb
<%= form_for @user do |f| %>
```
957

958 959 960 961 962 963 964
```ruby
class UsersController < ApplicationController
  def update
    # No change needed; PATCH will be preferred, and PUT will still work.
  end
end
```
965

966 967
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:
968

969 970 971 972 973
```ruby
resources :users, do
  put :update_name, on: :member
end
```
974 975 976 977 978

```erb
<%= form_for [ :update_name, @user ] do |f| %>
```

979 980 981
```ruby
class UsersController < ApplicationController
  def update_name
V
Vipul A M 已提交
982
    # Change needed; form_for will try to use a non-existent PATCH route.
983 984 985 986 987 988 989
  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`:

990
`PUT` requests to `/users/:id` in Rails 4 get routed to `update` as they are
991
today. So, if you have an API that gets real PUT requests it is going to work.
992 993
The router also routes `PATCH` requests to `/users/:id` to the `update` action.

994 995 996 997 998 999
```ruby
resources :users do
  patch :update_name, on: :member
end
```

1000 1001 1002 1003 1004 1005 1006
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:

```erb
<%= form_for [ :update_name, @user ], method: :put do |f| %>
```

A
Aditya Kapoor 已提交
1007
For more on PATCH and why this change was made, see [this post](http://weblog.rubyonrails.org/2012/2/26/edge-rails-patch-is-the-new-primary-http-method-for-updates/)
1008 1009 1010 1011
on the Rails blog.

#### A note about media types

1012
The errata for the `PATCH` verb [specifies that a 'diff' media type should be
1013 1014 1015 1016 1017 1018 1019 1020 1021 1022
used with `PATCH`](http://www.rfc-editor.org/errata_search.php?rfc=5789). One
such format is [JSON Patch](http://tools.ietf.org/html/rfc6902). 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
1023
      @article.update params[:article]
1024 1025 1026 1027 1028 1029 1030 1031 1032 1033 1034 1035 1036 1037 1038 1039 1040
    end

    format.json_patch do
      # perform sophisticated change
    end
  end
end

# In config/initializers/json_patch.rb:
Mime::Type.register 'application/json-patch+json', :json_patch
```

As JSON Patch was only recently made into an RFC, there aren't a lot of great
Ruby libraries yet. Aaron Patterson's
[hana](https://github.com/tenderlove/hana) is one such gem, but doesn't have
full support for the last few changes in the specification.

1041 1042
### Gemfile

1043 1044 1045 1046 1047 1048 1049
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`):

```ruby
# Require the gems listed in Gemfile, including any gems
# you've limited to :test, :development, or :production.
1050
Bundler.require(*Rails.groups)
1051
```
1052

1053
### vendor/plugins
1054

1055
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`.
1056

1057
### Active Record
1058

1059 1060
* Rails 4.0 has removed the identity map from Active Record, due to [some inconsistencies with associations](https://github.com/rails/rails/commit/302c912bf6bcd0fa200d964ec2dc4a44abe328a6). 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`.

1061
* The `delete` method in collection associations can now receive `Integer` or `String` arguments as record ids, besides records, pretty much like the `destroy` method does. Previously it raised `ActiveRecord::AssociationTypeMismatch` for such arguments. From Rails 4.0 on `delete` automatically tries to find the records matching the given ids before deleting them.
1062

1063 1064
* 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.

1065
* Rails 4.0 has changed `serialized_attributes` and `attr_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` to `self.class.serialized_attributes`.
1066

1067 1068 1069
* When using the default coder, assigning `nil` to a serialized attribute will save it
to the database as `NULL` instead of passing the `nil` value through YAML (`"--- \n...\n"`).

1070
* Rails 4.0 has removed `attr_accessible` and `attr_protected` feature in favor of Strong Parameters. You can use the [Protected Attributes gem](https://github.com/rails/protected_attributes) for a smooth upgrade path.
1071

1072 1073 1074
* If you are not using Protected Attributes, you can remove any options related to
this gem such as `whitelist_attributes` or `mass_assignment_sanitizer` options.

1075 1076 1077 1078
* Rails 4.0 requires that scopes use a callable object such as a Proc or lambda:

```ruby
  scope :active, where(active: true)
1079

1080 1081 1082 1083 1084
  # becomes
  scope :active, -> { where active: true }
```

* Rails 4.0 has deprecated `ActiveRecord::Fixtures` in favor of `ActiveRecord::FixtureSet`.
V
Vipul A M 已提交
1085

T
Trevor Turk 已提交
1086 1087
* Rails 4.0 has deprecated `ActiveRecord::TestCase` in favor of `ActiveSupport::TestCase`.

1088
* Rails 4.0 has deprecated the old-style hash based finder API. This means that
1089
  methods which previously accepted "finder options" no longer do.  For example, `Book.find(:all, conditions: { name: '1984' })` has been deprecated in favor of `Book.where(name: '1984')`
1090 1091 1092 1093 1094 1095 1096 1097 1098 1099

* All dynamic methods except for `find_by_...` and `find_by_...!` are deprecated.
  Here's how you can handle the changes:

      * `find_all_by_...`           becomes `where(...)`.
      * `find_last_by_...`          becomes `where(...).last`.
      * `scoped_by_...`             becomes `where(...)`.
      * `find_or_initialize_by_...` becomes `find_or_initialize_by(...)`.
      * `find_or_create_by_...`     becomes `find_or_create_by(...)`.

1100 1101 1102 1103 1104 1105
* Note that `where(...)` returns a relation, not an array like the old finders. If you require an `Array`, use `where(...).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](https://github.com/rails/activerecord-deprecated_finders).

1106 1107 1108 1109 1110 1111 1112 1113 1114 1115 1116 1117
* 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 existing `has_and_belongs_to_many` relationship between models with a common prefix must be specified with the `join_table` option. For example:

```ruby
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
```

R
Ronak Jangir 已提交
1118
* Note that the prefix takes scopes into account as well, so relations between `Catalog::Category` and `Catalog::Product` or `Catalog::Category` and `CatalogProduct` need to be updated similarly.
1119

1120 1121
### Active Resource

J
Jeff Dickey 已提交
1122
Rails 4.0 extracted Active Resource to its own gem. If you still need the feature you can add the [Active Resource gem](https://github.com/rails/activeresource) in your Gemfile.
1123

1124
### Active Model
1125

1126
* 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 of `attribute`.
1127

D
Dave Powers 已提交
1128
* Rails 4.0 has changed `ActiveModel::Serializers::JSON.include_root_in_json` default value to `false`. Now, Active Model Serializers and Active Record objects have the same default behavior. This means that you can comment or remove the following option in the `config/initializers/wrap_parameters.rb` file:
1129 1130 1131 1132 1133 1134 1135

```ruby
# Disable root element in JSON by default.
# ActiveSupport.on_load(:active_record) do
#   self.include_root_in_json = false
# end
```
1136

1137
### Action Pack
1138

1139 1140 1141 1142 1143 1144 1145 1146 1147 1148
* Rails 4.0 introduces `ActiveSupport::KeyGenerator` and uses this as a base from which to generate and verify signed cookies (among other things). Existing signed cookies generated with Rails 3.x will be transparently upgraded if you leave your existing `secret_token` in place and add the new `secret_key_base`.

```ruby
  # config/initializers/secret_token.rb
  Myapp::Application.config.secret_token = 'existing secret token'
  Myapp::Application.config.secret_key_base = 'new secret key base'
```

Please note that you should wait to set `secret_key_base` until you have 100% of your userbase on Rails 4.x and are reasonably sure you will not need to rollback to Rails 3.x. This is because cookies signed based on the new `secret_key_base` in Rails 4.x are not backwards compatible with Rails 3.x. You are free to leave your existing `secret_token` in place, not set the new `secret_key_base`, and ignore the deprecation warnings until you are reasonably sure that your upgrade is otherwise complete.

1149
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.
1150

1151
* 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.
1152

1153 1154
Please read [Pull Request #9978](https://github.com/rails/rails/pull/9978) for details on the move to encrypted session cookies.

1155
* Rails 4.0 removed the `ActionController::Base.asset_path` option. Use the assets pipeline feature.
1156

1157
* Rails 4.0 has deprecated `ActionController::Base.page_cache_extension` option. Use `ActionController::Base.default_static_extension` instead.
1158

1159
* 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 use `caches_action` and the `actionpack-page_caching` to use `caches_pages` in your controllers.
1160

1161
* Rails 4.0 has removed the XML parameters parser. You will need to add the `actionpack-xml_parser` gem if you require this feature.
1162

1163
* 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.
1164

1165 1166
* Rails 4.0 changes the default memcached client from `memcache-client` to `dalli`. To upgrade, simply add `gem 'dalli'` to your `Gemfile`.

1167
* Rails 4.0 deprecates the `dom_id` and `dom_class` methods in controllers (they are fine in views). You will need to include the `ActionView::RecordIdentifier` module in controllers requiring this feature.
1168

1169 1170 1171 1172 1173
* Rails 4.0 deprecates the `:confirm` option for the `link_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 as `link_to_if`
or `link_to_unless`).

1174
* Rails 4.0 changed how `assert_generates`, `assert_recognizes`, and `assert_routing` work. Now all these assertions raise `Assertion` instead of `ActionController::RoutingError`.
1175

1176
* Rails 4.0 raises an `ArgumentError` if clashing named routes are defined. This can be triggered by explicitly defined named routes or by the `resources` method. Here are two examples that clash with routes named `example_path`:
1177 1178 1179 1180 1181 1182 1183 1184 1185 1186 1187

```ruby
  get 'one' => 'test#example', as: :example
  get 'two' => 'test#example', as: :example
```

```ruby
  resources :examples
  get 'clashing/:id' => 'test#example', as: :example
```

1188 1189 1190 1191
In the first case, you can simply avoid using the same name for multiple
routes. In the second, you can use the `only` or `except` options provided by
the `resources` method to restrict the routes created as detailed in the
[Routing Guide](routing.html#restricting-the-routes-created).
1192

1193
* 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:
1194

1195
```ruby
1196
get Rack::Utils.escape('こんにちは'), controller: 'welcome', action: 'index'
1197
```
1198 1199 1200

becomes

1201
```ruby
1202
get 'こんにちは', controller: 'welcome', action: 'index'
1203
```
1204

1205
* Rails 4.0 requires that routes using `match` must specify the request method. For example:
1206 1207 1208

```ruby
  # Rails 3.x
1209
  match '/' => 'root#index'
1210 1211

  # becomes
1212
  match '/' => 'root#index', via: :get
1213 1214

  # or
1215
  get '/' => 'root#index'
1216 1217
```

1218
* Rails 4.0 has removed `ActionDispatch::BestStandardsSupport` middleware, `<!DOCTYPE html>` already triggers standards mode per http://msdn.microsoft.com/en-us/library/jj676915(v=vs.85).aspx and ChromeFrame header has been moved to `config.action_dispatch.default_headers`.
1219 1220 1221 1222 1223 1224 1225 1226 1227 1228

Remember you must also remove any references to the middleware from your application code, for example:

```ruby
# 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.

B
Brian Alexander 已提交
1229
* In Rails 4.0, precompiling assets no longer automatically copies non-JS/CSS assets from `vendor/assets` and `lib/assets`. Rails application and engine developers should put these assets in `app/assets` or configure `config.assets.precompile`.
1230

1231
* 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.
1232

1233
* In Rails 4.0, a generic `ActionDispatch::ParamsParser::ParseError` exception is raised when `ParamsParser` fails to parse request params. You will want to rescue this exception instead of the low-level `MultiJson::DecodeError`, for example.
1234

1235 1236
* In Rails 4.0, `SCRIPT_NAME` is properly nested when engines are mounted on an app that's served from a URL prefix. You no longer have to set `default_url_options[:script_name]` to work around overwritten URL prefixes.

T
Trevor Turk 已提交
1237 1238 1239 1240 1241 1242 1243 1244 1245
* Rails 4.0 deprecated `ActionController::Integration` in favor of `ActionDispatch::Integration`.
* Rails 4.0 deprecated `ActionController::IntegrationTest` in favor of `ActionDispatch::IntegrationTest`.
* Rails 4.0 deprecated `ActionController::PerformanceTest` in favor of `ActionDispatch::PerformanceTest`.
* Rails 4.0 deprecated `ActionController::AbstractRequest` in favor of `ActionDispatch::Request`.
* Rails 4.0 deprecated `ActionController::Request` in favor of `ActionDispatch::Request`.
* Rails 4.0 deprecated `ActionController::AbstractResponse` in favor of `ActionDispatch::Response`.
* Rails 4.0 deprecated `ActionController::Response` in favor of `ActionDispatch::Response`.
* Rails 4.0 deprecated `ActionController::Routing` in favor of `ActionDispatch::Routing`.

1246
### Active Support
1247

1248
Rails 4.0 removes the `j` alias for `ERB::Util#json_escape` since `j` is already used for `ActionView::Helpers::JavaScriptHelper#escape_javascript`.
1249

1250
### Helpers Loading Order
1251

1252
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.
1253

1254 1255
### Active Record Observer and Action Controller Sweeper

1256
`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.
1257

1258 1259
### sprockets-rails

1260 1261
* `assets:precompile:primary` and `assets:precompile:all` have been removed. Use `assets:precompile` instead.
* The `config.assets.compress` option should be changed to `config.assets.js_compressor` like so for instance:
1262 1263 1264 1265

```ruby
config.assets.js_compressor = :uglifier
```
1266

1267 1268
### sass-rails

1269
* `asset-url` with two arguments is deprecated. For example: `asset-url("rails.png", image)` becomes `asset-url("rails.png")`.
1270

1271 1272
Upgrading from Rails 3.1 to Rails 3.2
-------------------------------------
1273

G
George Ogata 已提交
1274 1275
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.
1276

G
George Ogata 已提交
1277 1278
The following changes are meant for upgrading your application to the latest
3.2.x version of Rails.
1279

1280
### Gemfile
1281

1282
Make the following changes to your `Gemfile`.
1283

1284
```ruby
Y
yui-knk 已提交
1285
gem 'rails', '3.2.21'
1286 1287

group :assets do
1288 1289
  gem 'sass-rails',   '~> 3.2.6'
  gem 'coffee-rails', '~> 3.2.2'
1290 1291
  gem 'uglifier',     '>= 1.0.3'
end
1292
```
1293

1294
### config/environments/development.rb
1295

1296
There are a couple of new configuration settings that you should add to your development environment:
1297

1298
```ruby
1299 1300 1301 1302 1303 1304
# 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
1305
```
1306

1307
### config/environments/test.rb
1308

J
Jake Worth 已提交
1309
The `mass_assignment_sanitizer` configuration setting should also be added to `config/environments/test.rb`:
1310

1311
```ruby
1312 1313
# Raise exception on mass assignment protection for Active Record models
config.active_record.mass_assignment_sanitizer = :strict
1314
```
1315

1316
### vendor/plugins
1317

1318
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`.
1319

1320 1321 1322 1323
### 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.

1324 1325
Upgrading from Rails 3.0 to Rails 3.1
-------------------------------------
1326

1327
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.
1328

1329
The following changes are meant for upgrading your application to Rails 3.1.12, the last 3.1.x version of Rails.
1330

1331
### Gemfile
1332

1333
Make the following changes to your `Gemfile`.
1334

1335
```ruby
1336
gem 'rails', '3.1.12'
1337 1338 1339 1340
gem 'mysql2'

# Needed for the new asset pipeline
group :assets do
1341 1342 1343
  gem 'sass-rails',   '~> 3.1.7'
  gem 'coffee-rails', '~> 3.1.1'
  gem 'uglifier',     '>= 1.0.3'
1344 1345 1346 1347
end

# jQuery is the default JavaScript library in Rails 3.1
gem 'jquery-rails'
1348
```
1349

1350
### config/application.rb
1351

1352
The asset pipeline requires the following additions:
1353

1354
```ruby
1355 1356
config.assets.enabled = true
config.assets.version = '1.0'
1357
```
1358

1359
If your application is using an "/assets" route for a resource you may want change the prefix used for assets to avoid conflicts:
1360

1361
```ruby
1362 1363
# Defaults to '/assets'
config.assets.prefix = '/asset-files'
1364
```
1365

1366
### config/environments/development.rb
1367

1368
Remove the RJS setting `config.action_view.debug_rjs = true`.
1369

1370
Add these settings if you enable the asset pipeline:
1371

1372
```ruby
1373 1374 1375 1376 1377
# Do not compress assets
config.assets.compress = false

# Expands the lines which load the assets
config.assets.debug = true
1378
```
1379

1380
### config/environments/production.rb
1381

1382
Again, most of the changes below are for the asset pipeline. You can read more about these in the [Asset Pipeline](asset_pipeline.html) guide.
1383

1384
```ruby
1385
# Compress JavaScripts and CSS
1386 1387 1388 1389 1390 1391 1392 1393 1394 1395 1396 1397 1398 1399 1400 1401
config.assets.compress = true

# Don't fallback to assets pipeline if a precompiled asset is missed
config.assets.compile = false

# Generate digests for assets URLs
config.assets.digest = true

# Defaults to Rails.root.join("public/assets")
# config.assets.manifest = YOUR_PATH

# Precompile additional assets (application.js, application.css, and all non-JS/CSS are already added)
# config.assets.precompile += %w( search.js )

# Force all access to the app over SSL, use Strict-Transport-Security, and use secure cookies.
# config.force_ssl = true
1402
```
1403

1404
### config/environments/test.rb
1405

1406 1407
You can help test performance with these additions to your test environment:

1408
```ruby
1409
# Configure static asset server for tests with Cache-Control for performance
1410 1411 1412 1413
config.public_file_server.enabled = true
config.public_file_server.headers = {
  'Cache-Control' => 'public, max-age=3600'
}
1414
```
1415

1416
### config/initializers/wrap_parameters.rb
1417

1418
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.
1419

1420
```ruby
1421 1422 1423 1424 1425 1426
# 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
1427
  wrap_parameters format: [:json]
1428 1429 1430 1431 1432 1433
end

# Disable root element in JSON by default.
ActiveSupport.on_load(:active_record) do
  self.include_root_in_json = false
end
1434
```
1435

1436
### config/initializers/session_store.rb
1437 1438 1439

You need to change your session key to something new, or remove all sessions:

1440
```ruby
1441
# in config/initializers/session_store.rb
1442
AppName::Application.config.session_store :cookie_store, key: 'SOMETHINGNEW'
1443
```
1444 1445 1446

or

1447
```bash
1448
$ bin/rake db:sessions:clear
1449
```
1450 1451 1452 1453

### 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.