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-rw-r--r--guides/source/upgrading_ruby_on_rails.md271
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diff --git a/guides/source/upgrading_ruby_on_rails.md b/guides/source/upgrading_ruby_on_rails.md
index 8aae3bbc1a..cc20782780 100644
--- a/guides/source/upgrading_ruby_on_rails.md
+++ b/guides/source/upgrading_ruby_on_rails.md
@@ -3,6 +3,8 @@ A Guide for Upgrading Ruby on Rails
This guide provides steps to be followed when you upgrade your applications to a newer version of Ruby on Rails. These steps are also available in individual release guides.
+--------------------------------------------------------------------------------
+
General Advice
--------------
@@ -22,11 +24,76 @@ Rails generally stays close to the latest released Ruby version when it's releas
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.
-Upgrading from Rails 4.0 to Rails 4.1
+### The Rake Task
+
+Rails provides the `rails:update` rake task. After updating the Rails version
+in the Gemfile, run this rake task.
+This will help you with the creation of new files and changes of old files in a
+interactive session.
+
+```bash
+$ rake rails:update
+ identical config/boot.rb
+ exist config
+ conflict config/routes.rb
+Overwrite /myapp/config/routes.rb? (enter "h" for help) [Ynaqdh]
+ force config/routes.rb
+ conflict config/application.rb
+Overwrite /myapp/config/application.rb? (enter "h" for help) [Ynaqdh]
+ force config/application.rb
+ conflict config/environment.rb
+...
+```
+
+Don't forget to review the difference, to see if there were any unexpected changes.
+
+Upgrading from Rails 4.1 to Rails 4.2
-------------------------------------
NOTE: This section is a work in progress.
+### 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).
+
+### `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
+```
+
+Upgrading from Rails 4.0 to Rails 4.1
+-------------------------------------
+
### CSRF protection from remote `<script>` tags
Or, "whaaat my tests are failing!!!?"
@@ -79,11 +146,14 @@ secrets, you need to:
secret_key_base:
production:
- secret_key_base:
+ secret_key_base: <%= ENV["SECRET_KEY_BASE"] %>
```
-2. Copy the existing `secret_key_base` from the `secret_token.rb` initializer to
- `secrets.yml` under the `production` section.
+2. Use your existing `secret_key_base` from the `secret_token.rb` initializer to
+ set the SECRET_KEY_BASE environment variable for whichever users run the Rails
+ app in production mode. Alternately, you can simply copy the existing
+ `secret_key_base` from the `secret_token.rb` initializer to `secrets.yml`
+ under the `production` section, replacing '<%= ENV["SECRET_KEY_BASE"] %>'.
3. Remove the `secret_token.rb` initializer.
@@ -104,13 +174,57 @@ Applications created before Rails 4.1 uses `Marshal` to serialize cookie values
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:
- ```ruby
- Rails.application.config.cookies_serializer :hybrid
- ```
+```ruby
+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.
+
+```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.
+
+### Flash structure changes
+
+Flash message keys are
+[normalized to strings](https://github.com/rails/rails/commit/a668beffd64106a1e1fedb71cc25eaaa11baf0c1). They
+can still be accessed using either symbols or strings. Looping through the flash
+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.
+
### Changes in JSON handling
There are a few major changes related to JSON handling in Rails 4.1.
@@ -165,6 +279,16 @@ If your application depends on one of these features, you can get them back by
adding the [`activesupport-json_encoder`](https://github.com/rails/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:
@@ -262,6 +386,114 @@ 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:
+
+```ruby
+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:
+
+```ruby
+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`.
+
+```ruby
+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 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
+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.
+
+```ruby
+# 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
-------------------------------------
@@ -333,7 +565,7 @@ 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](http://weblog.rubyonrails.org/2012/2/26/edge-rails-patch-is-the-new-primary-http-method-for-updates/)
+For more on PATCH and why this change was made, see [this post](http://weblog.rubyonrails.org/2012/2/25/edge-rails-patch-is-the-new-primary-http-method-for-updates/)
on the Rails blog.
#### A note about media types
@@ -349,7 +581,7 @@ def update
respond_to do |format|
format.json do
# perform a partial update
- @post.update params[:post]
+ @article.update params[:article]
end
format.json_patch do
@@ -393,6 +625,9 @@ Rails 4.0 no longer supports loading plugins from `vendor/plugins`. You must rep
* 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`.
+* 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"`).
+
* 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.
* If you are not using Protected Attributes, you can remove any options related to
@@ -567,9 +802,8 @@ Active Record Observer and Action Controller Sweeper have been extracted to the
### sprockets-rails
-* `assets:precompile:primary` has been removed. Use `assets:precompile` instead.
-* The `config.assets.compress` option should be changed to
-`config.assets.js_compressor` like so for instance:
+* `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:
```ruby
config.assets.js_compressor = :uglifier
@@ -577,22 +811,23 @@ config.assets.js_compressor = :uglifier
### sass-rails
-* `asset-url` with two arguments is deprecated. For example: `asset-url("rails.png", image)` becomes `asset-url("rails.png")`
+* `asset-url` with two arguments is deprecated. For example: `asset-url("rails.png", image)` becomes `asset-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.
+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 Rails 3.2.16,
-the last 3.2.x version of Rails.
+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`.
```ruby
-gem 'rails', '3.2.16'
+gem 'rails', '3.2.18'
group :assets do
gem 'sass-rails', '~> 3.2.6'
@@ -753,7 +988,7 @@ AppName::Application.config.session_store :cookie_store, key: 'SOMETHINGNEW'
or
```bash
-$ rake db:sessions:clear
+$ bin/rake db:sessions:clear
```
### Remove :cache and :concat options in asset helpers references in views