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-rw-r--r--guides/source/upgrading_ruby_on_rails.md277
1 files changed, 262 insertions, 15 deletions
diff --git a/guides/source/upgrading_ruby_on_rails.md b/guides/source/upgrading_ruby_on_rails.md
index 79bad8f4ed..b8a5c39f39 100644
--- a/guides/source/upgrading_ruby_on_rails.md
+++ b/guides/source/upgrading_ruby_on_rails.md
@@ -85,30 +85,31 @@ 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 in signed or encrypted cookie is now embedded in the cookies values
+### Purpose and expiry metadata is now embedded inside signed and encrypted cookies for increased security
-To improve security, Rails now embeds the purpose information in encrypted or signed cookies value.
-Rails can now thwart attacks that attempt to copy signed/encrypted value
+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 information make those cookies incompatible with versions of Rails older than 6.0.
+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 5.2 and older, or you are still validating your 6.0 deploy and want
-to allow you to rollback set
+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`.
-### ActionCable javascript API Changes
+### Action Cable JavaScript API Changes
-The ActionCable javascript package has been converted from CoffeeScript
+The Action Cable JavaScript package has been converted from CoffeeScript
to ES2015, and we now publish the source code in the npm distribution.
-This change includes some breaking changes to optional parts of the
-ActionCable javascript API:
+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 of `ActionCable.adapters`.
- If you are currently configuring these adapters you will need to make
- these changes when upgrading:
+ If you are configuring these adapters you will need to make
+ these changes:
```diff
- ActionCable.WebSocket = MyWebSocket
@@ -121,8 +122,8 @@ ActionCable javascript API:
- The `ActionCable.startDebugging()` and `ActionCable.stopDebugging()`
methods have been removed and replaced with the property
- `ActionCable.logger.enabled`. If you are currently using these methods you
- will need to make these changes when upgrading:
+ `ActionCable.logger.enabled`. If you are using these methods you
+ will need to make these changes:
```diff
- ActionCable.startDebugging()
@@ -133,6 +134,252 @@ ActionCable javascript API:
+ ActionCable.logger.enabled = false
```
+### Autoloading
+
+The default configuration for Rails 6
+
+```ruby
+# 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](https://github.com/fxn/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
+
+```ruby
+Rails.autoloaders.main
+```
+
+That may be handy if you need to preload STIs 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 by setting `classic` mode first temporarily:
+
+```ruby
+# config/application.rb
+
+config.load_defaults "6.0"
+config.autoloader = :classic
+```
+
+and then running
+
+```
+bin/rails zeitwerk:check
+```
+
+When all is good, you can delete `config.autoloader = :classic`.
+
+#### require_dependency
+
+All known use cases of `require_dependency` have been eliminated, you should grep the project and delete them.
+
+In the case of STIs with a hierarchy of more than two levels, you can preload the leaves of the hierarchy in an initializer:
+
+```ruby
+# config/initializers/preload_stis.rb
+
+# By preloading leaves, the hierarchy is loaded upwards following
+# the references to superclasses in the class definitions.
+sti_leaves = %w(
+ app/models/leaf1.rb
+ app/models/leaf2.rb
+ app/models/leaf3.rb
+)
+Rails.autoloaders.main.preload(sti_leaves)
+```
+
+#### Qualified names in class and module definitions
+
+You can now robustly use constant paths in class and module definitions:
+
+```ruby
+# 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
+
+```ruby
+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`:
+
+```ruby
+class Foo::Bar
+ Foo::Wadus
+end
+```
+
+or add `Foo` to the nesting:
+
+```ruby
+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.
+
+#### 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:
+
+```ruby
+class Hotel
+end
+```
+
+is good.
+
+Alternatives like
+
+```ruby
+Hotel = Class.new
+```
+
+or
+
+```ruby
+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
+
+```ruby
+# 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 affects only to constants at the same top-level as in the example above. Inner classes and modules are fine. For example, consider
+
+```ruby
+# 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:
+
+```ruby
+# 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
+
+```ruby
+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 `development` mode.
+
+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
+
+```ruby
+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:
+
+```ruby
+config.autoload_paths << "#{config.root}/lib"
+```
+
+#### 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:
+
+```ruby
+# config/application.rb
+
+config.load_defaults "6.0"
+config.autoloader = :classic
+```
+
Upgrading from Rails 5.1 to Rails 5.2
-------------------------------------
@@ -1557,7 +1804,7 @@ config.assets.enabled = true
config.assets.version = '1.0'
```
-If your application is using an "/assets" route for a resource you may want change the prefix used for assets to avoid conflicts:
+If your application is using an "/assets" route for a resource you may want to change the prefix used for assets to avoid conflicts:
```ruby
# Defaults to '/assets'