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-rw-r--r--guides/source/upgrading_ruby_on_rails.md176
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diff --git a/guides/source/upgrading_ruby_on_rails.md b/guides/source/upgrading_ruby_on_rails.md
index 989d8400e5..0b9f59bb46 100644
--- a/guides/source/upgrading_ruby_on_rails.md
+++ b/guides/source/upgrading_ruby_on_rails.md
@@ -1,3 +1,5 @@
+**DO NOT READ THIS FILE IN GITHUB, GUIDES ARE PUBLISHED IN http://guides.rubyonrails.org.**
+
A Guide for Upgrading Ruby on Rails
===================================
@@ -8,7 +10,7 @@ This guide provides steps to be followed when you upgrade your applications to a
General Advice
--------------
-Before attempting to upgrade an existing application, you should be sure you have a good reason to upgrade. You need to balance out 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.
+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
@@ -18,9 +20,10 @@ The best way to be sure that your application still works after upgrading is to
Rails generally stays close to the latest released Ruby version when it's released:
-* Rails 3 and above require Ruby 1.8.7 or higher. Support for all of the previous Ruby versions has been dropped officially. You should upgrade as early as possible.
-* Rails 3.2.x is the last branch to support Ruby 1.8.7.
+* Rails 5 requires Ruby 2.2 or newer.
* Rails 4 prefers Ruby 2.0 and requires 1.9.3 or newer.
+* 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.
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.
@@ -28,7 +31,7 @@ TIP: Ruby 1.8.7 p248 and p249 have marshaling bugs that crash Rails. Ruby Enterp
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
+This will help you with the creation of new files and changes of old files in an
interactive session.
```bash
@@ -47,23 +50,87 @@ Overwrite /myapp/config/application.rb? (enter "h" for help) [Ynaqdh]
Don't forget to review the difference, to see if there were any unexpected changes.
-Upgrading from Rails 4.1 to Rails 4.2
+Upgrading from Rails 4.2 to Rails 5.0
-------------------------------------
-NOTE: This section is a work in progress, please help to improve this by sending
-a [pull request](https://github.com/rails/rails/edit/master/guides/source/upgrading_ruby_on_rails.md).
+Upgrading from Rails 4.1 to Rails 4.2
+-------------------------------------
### Web Console
-TODO: setup instructions for web console on existing apps.
+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
-TODO: mention https://github.com/rails/rails/pull/16526
+`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.
### Error handling in transaction callbacks
-TODO: mention https://github.com/rails/rails/pull/16537
+Currently, Active Record suppresses errors raised
+within `after_rollback` or `after_commit` callbacks and only prints them to
+the logs. In the next version, these errors will no longer be suppressed.
+Instead, the errors will propagate normally just like in other Active
+Record callbacks.
+
+When you define a `after_rollback` or `after_commit` callback, you
+will receive a deprecation warning about this upcoming change. When
+you are ready, you can opt into the new behavior and remove the
+deprecation warning by adding following configuration to your
+`config/application.rb`:
+
+ config.active_record.raise_in_transactional_callbacks = true
+
+See [#14488](https://github.com/rails/rails/pull/14488) and
+[#16537](https://github.com/rails/rails/pull/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:
+
+```ruby
+# config/environments/test.rb
+Rails.application.configure do
+ config.active_support.test_order = :sorted # or `:random` if you prefer
+end
+```
### Serialized attributes
@@ -72,6 +139,18 @@ 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`:
+
+```ruby
+# 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
@@ -104,24 +183,15 @@ after_bundle do
end
```
-### Rails Html Sanitizer
+### 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`](https://github.com/rails/rails-html-sanitizer).
+[`Rails HTML Sanitizer`](https://github.com/rails/rails-html-sanitizer).
This means the methods `sanitize`, `sanitize_css`, `strip_tags` and
`strip_links` are backed by a new implementation.
-In the next major Rails version `Rails Html Sanitizer` will be the default
-sanitizer. It already is for new applications.
-
-Include this in your Gemfile to try it out today:
-
-```ruby
-gem 'rails-html-sanitizer'
-```
-
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.
@@ -136,9 +206,53 @@ Read the [gem's readme](https://github.com/rails/rails-html-sanitizer) for more
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:
+
+```ruby
+gem 'rails-deprecated_sanitizer'
+```
+
### Rails DOM Testing
-TODO: Mention https://github.com/rails/rails/commit/4e97d7585a2f4788b9eed98c6cdaf4bb6f2cf5ce
+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).
+
+
+### 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:
+
+```ruby
+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:
+
+```ruby
+class Notifier < ActionMailer::Base
+ def self.broadcast_notifications(users, ...)
+ users.each { |user| Notifier.notify(user, ...) }
+ end
+end
+```
Upgrading from Rails 4.0 to Rails 4.1
-------------------------------------
@@ -163,7 +277,7 @@ will now trigger CSRF protection. Switch to
xhr :get, :index, format: :js
```
-to explicitly test an XmlHttpRequest.
+to explicitly test an `XmlHttpRequest`.
If you really mean to load JavaScript from remote `<script>` tags, skip CSRF
protection on that action.
@@ -348,7 +462,7 @@ class ReadOnlyModel < ActiveRecord::Base
end
```
-This behaviour was never intentionally supported. Due to a change in the internals
+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.
@@ -518,7 +632,7 @@ 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.
+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`.
@@ -658,7 +772,7 @@ file (in `config/application.rb`):
```ruby
# Require the gems listed in Gemfile, including any gems
# you've limited to :test, :development, or :production.
-Bundler.require(:default, Rails.env)
+Bundler.require(*Rails.groups)
```
### vendor/plugins
@@ -697,7 +811,7 @@ this gem such as `whitelist_attributes` or `mass_assignment_sanitizer` options.
* Rails 4.0 has deprecated `ActiveRecord::TestCase` in favor of `ActiveSupport::TestCase`.
* Rails 4.0 has deprecated the old-style hash based finder API. This means that
- methods which previously accepted "finder options" no longer do.
+ 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')`
* All dynamic methods except for `find_by_...` and `find_by_...!` are deprecated.
Here's how you can handle the changes:
@@ -722,7 +836,7 @@ Rails 4.0 extracted Active Resource to its own gem. If you still need the featur
* 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`.
-* 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 behaviour. This means that you can comment or remove the following option in the `config/initializers/wrap_parameters.rb` file:
+* 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:
```ruby
# Disable root element in JSON by default.
@@ -848,7 +962,7 @@ The order in which helpers from more than one directory are loaded has changed i
### Active Record Observer and Action Controller Sweeper
-Active Record Observer and Action Controller Sweeper have been extracted to the `rails-observers` gem. You will need to add the `rails-observers` gem if you require these features.
+`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
@@ -877,7 +991,7 @@ The following changes are meant for upgrading your application to the latest
Make the following changes to your `Gemfile`.
```ruby
-gem 'rails', '3.2.18'
+gem 'rails', '3.2.21'
group :assets do
gem 'sass-rails', '~> 3.2.6'
@@ -1002,7 +1116,7 @@ You can help test performance with these additions to your test environment:
```ruby
# Configure static asset server for tests with Cache-Control for performance
-config.serve_static_assets = true
+config.serve_static_files = true
config.static_cache_control = 'public, max-age=3600'
```