How hard is it to upgrade from Rails 1.2.3 to 2.3.5? - ruby-on-rails

Is it even worth it?
I'm working on assessing a legacy code base for a client -- the source code has been largely untouched since 2007 and it's built with Rails 1.2.3.
My Rails experience began at version 2.1 -- the code is fairly stock/scaffold like and devoid of meaningful tests -- I was curious to even see if I could get it running locally -- but, I'm not even sure where to start. Right off it doesn't even know what 'rake db:create' means. Ha!
Is it going be a major pain to even getting it running in 2.3.5? Should I bother?
Would love to hear your thoughts.
Thanks

If you're going to be actively developing the site, then yes, it is worth sinking the time into the project to bring it up to date. A lot has happened since Rails 1.2 which will make development a much more pleasant experience. Life without named scopes or RESTful resources is really difficult. If you're just patching the odd thing here and there, it may be worth leaving it mostly as-is and just dealing with the eccentricities.
Since 1.2.3 is just prior to the releases building up to 2.0 where a lot of warnings and deprecation notices were introduced, you could have quite a chore.
Some things to keep an eye out for:
Migrations are now date-tagged, not numbered, but are at least backwards compatible
Many vendor/plugins may not work, have no 2.x compatible version, or need to be upgraded
The routing engine has changed, and the name of many routes may have changed, so see what rake:routes says and get ready for a lot of search-and-replace

I did this for a client with a smallish site. First, version control is your friend. Make sure you have the entire codebase committed.
Next, the basic recipe is as follows
Tag the current source
Update to the next release of rails (you'll have to google for the release announcement). My app was frozen, so I just had to freeze to that version
rake rails:update to update the config, scripts and js
Diff your working copy against the version in your scm. Make any changes necessary for the app
Update any gems/plugins if necessary
Start the app, exercise and test. Look for deprecation notices
When it all looks good, commit to scm and tag
Lather, rinse, repeat
For my client's app, it was much easier than I thought.

Related

Upgrading Rails Versions

I know that to update Rails, you update the version number in your Gemfile and then bundle update but what I am getting confused about is how do you know if anything else has changed?
How do I know if there are config options to add or anything else anywhere. Contents of files or whole directories.
Any clues?
Rails upgrades fall into the following categories;
Patch version upgrades (e.g., 3.2.10 to 3.2.11)
Minor version upgrades (e.g., 3.1.X to 3.2.X)
Major version upgrades (e.g., 3.X.X to 4.X.X)
Major/Minor Upgrades
Major and minor version upgrades require a lot of work, and I'd urge you to look out for screencasts from people like Peepcode or Peter Cook.
Sometimes its easier to do a rails new and copy all the initializers and config files over the top of your app, and do a diff to find what's changed.
I'd always suggest doing a minor version at a time.
For example, if you are still on 2.3.x, you should first upgrade to 3.0.x, then the 3.1.x, then to 3.2.x
Patch Upgrades
Patch version upgrades are generally simpler (and important since they often include security fixes). Look out for any deprecation notices in your logs, and fix the changes.
Do a Gemfile update, run your tests, and most of the time it'll be fine.
It certainly depends on which versions you're upgrading between. In general, Rails does a pretty good job documenting what you'd need to change in the release notes, for example: http://edgeguides.rubyonrails.org/3_2_release_notes.html
Sometimes, deprecation notices will help you after you upgrade. Alternatively, you can rails new a brand new app, and compare configuration files of the clean-slate app with your existing one.
The Railsdiff.org site can provide the difference between the contents of a vanilla Rails project (ie as if running Rails New) between any two versions of Rails going back to 3.0.0. I find this particularly useful to determine if there have been any changes to the standard configuration options between versions or if there are new files added/removed from a standard project which you may want to copy over to your existing project.
This won't provide any insight into what has changed in the framework itself, for that you'll need to jump into the change logs for each release. Easiest way to pick them up is check out the Ruby on Rails blog which includes notes and links for each released version.

Is it okay to use Rails 3.1 for a new project? Is hard to convert over?

I have just started using 3.0.7. I am about 2 weeks of development in.
I was wondering if I should keep building for 3.0.7 or switch to 3.1 before I have too much code to port over? I like most of the new features (my only fear is not having good error messages when I use coffeescript), so I'd like to code towards the latest and greatest if it's relatively safe.
The javascript standards look interesting, and the attr_accessible fix sounds like it's very much appreciated.
Is Rails 3.1 compatible with all the gems out there though?
Also, if I go the 3.1 route, is hard or easy to migrate my project towards it? How might one go about that?
I guess this is a lot of mini yet related questions. I'd really appreciate some answers. Thank you.
I think if you want to ride on Rails 3.1 you should do it :). As for me I have some projects on Rails 2.3.5, 3.0.5 and would like to port them on Rails 3.1 but there is to much code there :). So don't be afraid and go to the fresh stuff (unless your code overflow :) ).
Rails 3.1 are pretty stable for now (I didn't have much problems with installing and using it)
If you're only two weeks into a project then it makes sense to stay on the edge and move to 3.1.
The way I'd do it is clone my project to a new dir (you're using git / similar version control, right?), change the Rails version in my Gemspec, run tests and play around to see what got broken (if anything). Based on the results you can figure out whether the effort is too great.
Regarding gem compatibility, hardly anything is compatible with all gems out there. Since you're two weeks in, you probably know which gems you use. Test like I suggested and you'll have an idea whether it's compatible with what you need. If you're using popular gems, then they'll most likely be updated to work with 3.1 soon enough.

Is it worth the switch over from Rails 2 to Rails 3 if im starting a new application?

is it worth the change from Rails 2 to 3 if im starting to work on a new application? are all the plug-ins and gems available for 2 now available for 3 as well? im used to developing and learning on Rails 2 and I'm afraid of switching over.
Thank You
You can check if the plugins you use work with Rails 3 here. Personally I'd say, if all the plugins that you use work with Rails 3 then you should upgrade, there are some nice changes in Rails 3 that are worth using.
I just started a Rails project a few weeks ago with Rails 3, and I've been quite happy so far.
Some gems/plugins don't quite work yet. For example, Selenium and friends seem to be a little behind, though after trying a few plugins I finally got it working fine through Capybara. In_place_editing isn't working out-of-the-box for me (I suspect because of Rails 3), though there are alternatives and it's not complex at all. And I had some trouble with factory_girl, though apparently there is a version for Rails 3 now.
But in general, most plugins I've tried seem to be working fine at this point. Maarons has already pointed you at RailsPlugins.org if you want to check for a specific plugin.
Finally, there are bunch of things that are just better in Rails 3 (see the release notes). I used Rails 2 for a smaller project a while back, and using Rails 3 now, I was pleasantly surprised by the new routing (much less confusing), and the added bundler support (makes deploying much less scary).
Since you're setting up a new project, I'll also mention that I've been quite happy with Ruby 1.9.2 (as opposed to 1.8.7). Check PragDave's blog post for some major changes. The only thing that I recall needing explicit tinkering was the debugger -- just use the ruby-debug19 gem and you'll be fine.
Fear isn't a good enough reason not to switch.
There are quite a few plugins that only work on Rails 3, so I'd recommend starting a new project with 3, if you're starting now.
I would expect this question the other way around :)
If you are starting a new application then I'd say always try to go for the latest stable versions unless there is some really good reason not too.
Not only does it save you the trouble of migrating at a later stage (which in a likely hood will happen sooner or later), but you get to improve on a personal level as well by learning something new. And the later is something I find very important. If it's not challenging, it's not fun, and if it's not fun, then it's not gonna be good (for me at least).
As for all plug-ins and gems being available, probably not but the ones that are still being develped and improved will be if they are not already.
You will have to switch eventually, so this is a good time. Why waste time on something you will have to change sooner or later? Rails ecosystem is quite responsive, and most plugins and gems are already 3.x compatible. Many have even deprecated 2.x support.

Is anyone actually running plugin tests/specs in their Rails applications?

We've recently upgraded our Rails application.
To be extra sure everything works, I've tried to get the tests and specs of the various used plugins (26 at current count) to work, thinking then to add those to our continuous integration, which only runs the main application's specs.
I've run into a lot of problems even getting the specs/tests to run at all, not even getting to any individual test failures. For example, I've run across this problem: http://rails_security.lighthouseapp.com/projects/15332/tickets/7-rake-spec-plugin-fails-on-rails-2-1 (thanks by the way for that ticket, even though the issue wasn't fixed).
So the question is: Are we unusual in that we've ever cared about running plugin tests ? It doesn't seem to feature much here on SO. My nagging feeling is that they should be run as much as the main specs, but you could also argue that since the main specs work, the plugins must also work.
Alot of it depends on the plugin/gem being used.
If I know the author/community of the gem is competant I will skip the tests and simply use the latest stable release and freeze that gem. I will then track the progress of the development using github.
If the plugin/gem is written by an unknown party I will run the tests and freeze the gem/plugin and again monitor the development.
Sometimes however I will write my own contributions to the gem and fork the code. I will clone the repo in github and base my installations from that. At which point any and all changes result in a complete test run.
With all things in the open source world there is an element of trust between the creator and the users of those pieces of code. The tests themselves don't tell me much about the codebase, it shows there are tests and thats it. Do they test everything ? Are there edge cases ? . Its this element of trust I have with certain developers in the community that means I forgo worrying over running tests for those gems.
Its a slippery slope testing everything, where does it stop ? Would you test rails every release ? No, you assume the community has done this for you already.

How can I make my Ruby on Rails 2.3.4 application "Rails 3-ready"

I'm developing an application with Ruby on Rails that I want to maintain for at least a few years, so I'm concerned about the next version coming up soon.
Going from Rails 1 to Rails 2 was such a big pain that I didn't bother and froze my gems and let the application die, alone, in the dark.
On this project I don't want to do that. First because this new version looks awesome, but also because this application may turn into a real product.
How can I prepare my application so that it will be upgradable with as little changes as possible.
How time consuming do you think switching version will be?
And what about my server? Deployment?
I'm already looking at deprecation notices... what else can I do?
The best thing you could do would be to follow development of Rails 3 via blogs and the Github repository and keep up a copy of your app along with it.
The official Ruby on Rails blog is updated with "What's new in Edge" posts every once in awhile. There are other blogs that often write about new things in edge as well. Larger features are often highlighted in these blogs, so you know about all the cool new features you can play with.
I'm not sure how close Rails 3 is to release (last I heard the core team was talking about a release at RailsConf 2009 in May), but you can always freeze the edge version of Rails into your application and just see what breaks. If you are using git, or another DVCS, you might make a branch specifically for Rails 3 and periodically update Rails to the latest edge code. Just be aware that edge Rails is a moving target so things in your app may break or fix themselves as you are pulling in newer Rails code.
Update:
Jeremy McAnally has a ton of info on upgrading from Rails 2 to Rails 3 on his blog.
http://omgbloglol.com/
I don't think there is going to be a major problem. Going off what was said in that initial report the Rails team realized that they can't do a major rewrite like they did from 1 to 2.
They even say:
I’m sure there’ll be some parts of Rails 3 that are incompatible, but we’ll try to keep them to a minimum and make it really easy to convert a Rails 2.x application to Rails 3.
I would be more concerned going from Merb to Rails 3.
The single most important thing you can do to make it easy to migrate to a new version of rails is to have a comprehensive test suite. Without a good test suite, I would never have the confidence that the new version of rails hasn't broken something in my app. On the current Rails app I'm working on, we started on Rails 2.1.1 back in October of 2008. Since then, we've migrated to Rails 2.1.2, 2.2.2, 2.3.2, 2.3.3 and now 2.3.4. I did the migrations to 2.3.2, 2.3.3 and 2.3.4...and for the 2.3.2 and 2.3.3 upgrades, we had some failing tests that alerted us to problems we would not have discovered without having such a good test suite. The failing tests actually alerted us to a regressive bug in rails that there was a patch for on the Rails lighthouse but that was not included in the release (since it was discovered, right after the release).
Once you've got that test suite in place, just stay current with each rails release (waiting a couple weeks to upgrade is fine, just don't skip any of the releases).
Yehuda Katz (a member of the Rails core team) has stated that there will most likely be a transitional release, containing deprecation warnings and such.
So as long as you have a good test suite to expose the inevitable upgrade problems, and stay current with the Rails release, the migration to Rails 3 should not be too difficult.
As simple as:
One
Two
Three
Great screencasts from Ryan Bates.
For preparing your application, the best way it what Jared said. Follow the Rails3 development.
For the time consuming, I think it depends of how you've followed the rails3 development before it's release.
And for the deployment, it shouldn't take too much problems. Rails 3 will be using Rack. So you can start it with mongrel, passenger or any server/gateway it shouldn't give you any problem.
There are some major changes in Rails 3, I posted about my experience upgrading my app to Rails 3 here: http://rails3.community-tracker.com/permalinks/5/notes-from-the-field-upgrading-to-rails-3
A good start in preparing would be to migrate over to using bundler. And doing a very deep review of strings that will go through the new XSS protection scheme.
There are going to be some automated compatibility checkers. Also, keep an eye on http://www.railsplugins.org/ so that you know if the libraries you depend on are going to be upgraded. The Rails Core team seems to be giving a lot of advance notice to the community this time around, so any lib that is actively maintained should be good to go.
Just do one thing
take a backup of your old version project first and then
on terminal(command prompt) write
rails new path/of/the/project
for example if my 2.3.* project is at home/rails_projects/myproject then
rails new home/rails_projects/myproject
or
cd home/rails_projects
rails new myproject
It will ask if there is any modifications done in any /config or other files. Do appropriate.

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