Upgrading Rails: The Dual-Boot Way

Upgrading Rails is easy, right? Sure, as long as you are upgrading your patch version. A Rails upgrade project for a majestic monolith is not a trivial project. While upgrades have become easier with every new Rails version, your application has only become more complicated with every new dependency.

In this workshop you will learn a proven Rails upgrade process which relies on "dual booting" to quickly iterate and upgrade! You will leave this workshop with a new set of tools that will make your next upgrade project less daunting.

Transcript

1. #RailsUpgrades | https://fastruby.io/rc2021 Upgrading Rails The Dual Boot Way RailsConf 2021
2. #RailsUpgrades | https://fastruby.io/rc2021 Ernesto Tagwerker 🇦🇷 (he/him)
3. #RailsUpgrades | https://fastruby.io/rc2021 @etagwerker
4. #RailsUpgrades | https://fastruby.io/rc2021 Founder & CTO at OmbuLabs
5. #RailsUpgrades | https://fastruby.io/rc2021 Founder & CTO at FastRuby.io
6. #RailsUpgrades | https://fastruby.io/rc2021 Cleiviane Costa 🇧🇷 (she/her)
7. #RailsUpgrades | https://fastruby.io/rc2021 Senior Software Engineer at FastRuby.io
8. #RailsUpgrades | https://fastruby.io/rc2021 Paperclip to ActiveStorage + Rails Upgrade Power HRG
9. #RailsUpgrades | https://fastruby.io/rc2021 @cleicar2
10. #RailsUpgrades | https://fastruby.io/rc2021 Luciano Becerra 🇦🇷 (he/him)
11. #RailsUpgrades | https://fastruby.io/rc2021 Senior Software Engineer at FastRuby.io
12. #RailsUpgrades | https://fastruby.io/rc2021 @lubc32
13. #RailsUpgrades| https://fastruby.io/rc2021 🐦 #RailsUpgrades 🐦 13
14. #RailsUpgrades| https://fastruby.io/rc2021 Why do we need this workshop?
15. #RailsUpgrades| https://fastruby.io/rc2021 `bundle update` should be easy
16. #RailsUpgrades | https://fastruby.io/rc2021 bundle update rails ?
17. #RailsUpgrades| https://fastruby.io/rc2021 Workshop Outline 17
18. #RailsUpgrades| https://fastruby.io/rc2021 - Pre-requisites: Initial setup
19. #RailsUpgrades| https://fastruby.io/rc2021 - Pre-requisites: Initial setup - Introduction to next_rails
20. #RailsUpgrades| https://fastruby.io/rc2021 - Pre-requisites: Initial setup - Introduction to next_rails - Dual Boot Setup 20
21. #RailsUpgrades| https://fastruby.io/rc2021 - Pre-requisites: Initial setup - Introduction to next_rails - Dual Boot Setup - next bundle install 21
22. #RailsUpgrades| https://fastruby.io/rc2021 - Pre-requisites: Initial setup - Introduction to next_rails - Dual Boot Setup - next bundle install - next bundle exec rails console 22
23. #RailsUpgrades| https://fastruby.io/rc2021 - Pre-requisites: Initial setup - Introduction to next_rails - Dual Boot Setup - next bundle install - next bundle exec rails console - next bundle exec rake test 23
24. #RailsUpgrades| https://fastruby.io/rc2021 - Pre-requisites: Initial setup - Introduction to next_rails - Dual Boot Setup - next bundle install - next bundle exec rails console - next bundle exec rake test - next bundle exec rails server 24
25. #RailsUpgrades| https://fastruby.io/rc2021 https:// fastruby.io/rc2021
26. #RailsUpgrades | https://fastruby.io/rc2021 Steps: - Explanation - Questions - Exercise time
27. #RailsUpgrades | https://fastruby.io/rc2021 Pre-Requisites
28. #RailsUpgrades | https://fastruby.io/rc2021 Pre-requisites: ✓ Using your own app ✓ Using our sample app
29. #RailsUpgrades | https://fastruby.io/rc2021 Using your own app: ✓ ruby 2.3.8 or above ✓ bundle install ✓ bundle exec rake test *
30. #RailsUpgrades | https://fastruby.io/rc2021 Using our sample app: ✓ docker ✓ docker-compose ✓ git
31. #RailsUpgrades| https://fastruby.io/rc2021 31 $ git clone \ git@github.com:fastruby/pecas.git $ cd pecas
32. #RailsUpgrades| https://fastruby.io/rc2021 $ docker-compose build $ docker-compose run web /bin/bash $ ./bin/setup
33. #RailsUpgrades| https://fastruby.io/rc2021 33 $ rspec spec DEPRECATION WARNING: The factory_girl gem is deprecated. Please upgrade to factory_bot. See https://github.com/thoughtbot/factory_bot/blob/ v4.9.0/UPGRADE_FROM_FACTORY_GIRL.md for further instructions. (called from require at /usr/local/lib/ruby/site_ruby/2.5.0/bundler/ runtime.rb:81) ..................................... Finished in 1.82 seconds (files took 4.7 seconds to load) 37 examples, 0 failures
34. #RailsUpgrades | https://fastruby.io/rc2021 Questions?
35. #RailsUpgrades| https://fastruby.io/rc2021 Exercise #1: Check Pre-Requisites Time: 5 to 10 minutes https://fastruby.io/rc2021#1 https://fastruby.io/rc2021#2
36. #RailsUpgrades | https://www.fastruby.io/rc2021 How outdated is our application?
37. #RailsUpgrades| https://www.fastruby.io/rc2021 Analyze our Gemfile With the next_rails gem
38. #RailsUpgrades| https://www.fastruby.io/rc2021 next_rails gem
39. #RailsUpgrades| https://www.fastruby.io/rc2021
40. #RailsUpgrades| https://www.fastruby.io/rc2021 # Gemfile group :development, :test do gem “next_rails” end
41. #RailsUpgrades| https://www.fastruby.io/rc2021 $ bundle Fetching gem metadata from https://rubygems.org/.......... ... Fetching next_rails 1.0.3 Installing next_rails 1.0.3 ... Bundle complete! 30 Gemfile dependencies, 106 gems now installed.
42. #RailsUpgrades| https://www.fastruby.io/rc2021 1) bundle_report outdated 2) bundle_report compatibility --rails-version=x.x.x next_rails commands
43. #RailsUpgrades| https://www.fastruby.io/rc2021 1) bundle_report outdated 2) bundle_report compatibility --rails-version=x.x.x next_rails commands
44. #RailsUpgrades| https://www.fastruby.io/rc2021 $ bundle_report outdated redcarpet 3.0.0: released over 5 years ago (latest version, 3.4.0, released over 2 years ago) bootstrap-sass 3.3.7: released over 2 years ago (latest version, 3.4.1, released about 2 months ago) ... mail 2.7.0: released over 1 year ago (latest version, 2.7.1, released 6 months ago) activesupport 5.1.6: released about 1 year ago (latest version, 5.2.3, released 11 days ago) railties 5.1.6: released about 1 year ago (latest version, 5.2.3, released 11 days ago) 0 gems are sourced from git 65 of the 102 gems are out-of-date (64%)
45. #RailsUpgrades| https://www.fastruby.io/rc2021 $ bundle_report outdated redcarpet 3.0.0: released over 5 years ago (latest version, 3.4.0, released over 2 years ago) bootstrap-sass 3.3.7: released over 2 years ago (latest version, 3.4.1, released about 2 months ago) ... mail 2.7.0: released over 1 year ago (latest version, 2.7.1, released 6 months ago) activesupport 5.1.6: released about 1 year ago (latest version, 5.2.3, released 11 days ago) railties 5.1.6: released about 1 year ago (latest version, 5.2.3, released 11 days ago) 0 gems are sourced from git 65 of the 102 gems are out-of-date (64%)
46. #RailsUpgrades| https://www.fastruby.io/rc2021 $ bundle_report outdated redcarpet 3.0.0: released over 5 years ago (latest version, 3.4.0, released over 2 years ago) bootstrap-sass 3.3.7: released over 2 years ago (latest version, 3.4.1, released about 2 months ago) ... mail 2.7.0: released over 1 year ago (latest version, 2.7.1, released 6 months ago) activesupport 5.1.6: released about 1 year ago (latest version, 5.2.3, released 11 days ago) railties 5.1.6: released about 1 year ago (latest version, 5.2.3, released 11 days ago) 0 gems are sourced from git 65 of the 102 gems are out-of-date (64%)
47. #RailsUpgrades| https://www.fastruby.io/rc2021 $ bundle_report outdated redcarpet 3.0.0: released over 5 years ago (latest version, 3.4.0, released over 2 years ago) bootstrap-sass 3.3.7: released over 2 years ago (latest version, 3.4.1, released about 2 months ago) ... mail 2.7.0: released over 1 year ago (latest version, 2.7.1, released 6 months ago) activesupport 5.1.6: released about 1 year ago (latest version, 5.2.3, released 11 days ago) railties 5.1.6: released about 1 year ago (latest version, 5.2.3, released 11 days ago) 0 gems are sourced from git 65 of the 102 gems are out-of-date (64%)
48. #RailsUpgrades| https://www.fastruby.io/rc2021 1) bundle_report outdated 2) bundle_report compatibility --rails-version=5.0.0 next_rails commands
49. #RailsUpgrades| https://www.fastruby.io/rc2021 $ bundle_report compatibility --rails-version=5.0.0 => Incompatible with Rails 5.0.0 (with new versions that are compatible): These gems will need to be upgraded before upgrading to Rails 5.0.0. rails-dom-testing 1.0.9 - upgrade to 2.0.3 sass-rails 4.0.5 - upgrade to 6.0.0 => Incompatible with Rails 5.0.0 (with no new compatible versions): These gems will need to be removed or replaced before upgrading to Rails 5.0.0. coffee-rails 4.0.1 - new version, 5.0.0, is not compatible with Rails 5.0.0 3 gems incompatible with Rails 5.0.0
50. #RailsUpgrades| https://www.fastruby.io/rc2021 $ bundle_report compatibility --rails-version=5.0.0 => Incompatible with Rails 5.0.0 (with new versions that are compatible): These gems will need to be upgraded before upgrading to Rails 5.0.0. rails-dom-testing 1.0.9 - upgrade to 2.0.3 sass-rails 4.0.5 - upgrade to 6.0.0 => Incompatible with Rails 5.0.0 (with no new compatible versions): These gems will need to be removed or replaced before upgrading to Rails 5.0.0. coffee-rails 4.0.1 - new version, 5.0.0, is not compatible with Rails 5.0.0 3 gems incompatible with Rails 5.0.0
51. #RailsUpgrades| https://www.fastruby.io/rc2021 $ bundle_report compatibility --rails-version=5.0.0 => Incompatible with Rails 5.0.0 (with new versions that are compatible): These gems will need to be upgraded before upgrading to Rails 5.0.0. rails-dom-testing 1.0.9 - upgrade to 2.0.3 sass-rails 4.0.5 - upgrade to 6.0.0 => Incompatible with Rails 5.0.0 (with no new compatible versions): These gems will need to be removed or replaced before upgrading to Rails 5.0.0. coffee-rails 4.0.1 - new version, 5.0.0, is not compatible with Rails 5.0.0 3 gems incompatible with Rails 5.0.0
52. #RailsUpgrades| https://www.fastruby.io/rc2021 Exercise #2: (Time: 7 minutes) 1) Install next_rails gem 2) Run bundle_report outdated 3) Run bundle_report compatibility --rails-version=x.x.x https://www.fastruby.io/rc2021#3
53. #RailsUpgrades | https://www.fastruby.io/rc2021 Deprecation Warnings
54. #RailsUpgrades| https://www.fastruby.io/rc2021
55. #RailsUpgrades| https://www.fastruby.io/rc2021
56. #RailsUpgrades| https://www.fastruby.io/rc2021 $ DEPRECATION_TRACKER=save rspec
57. #RailsUpgrades| https://www.fastruby.io/rc2021 $ DEPRECATION_TRACKER=save rspec spec/support/deprecation_warning.shitlist.json
58. #RailsUpgrades | https://www.fastruby.io/rc2021 Dual Boot: Setup
59. #RailsUpgrades| https://www.fastruby.io/rc2021 $ next --init
60. #RailsUpgrades| https://www.fastruby.io/rc2021 $ next --init Gemfile Gemfile.next
61. #RailsUpgrades| https://www.fastruby.io/rc2021 Gemfile Gemfile.next Gemfile.lock Gemfile.next.lock bundle install next bundle install
62. #RailsUpgrades| https://www.fastruby.io/rc2021 # Gemfile def next? File.basename(__FILE__) == "Gemfile.next" end $ next --init
63. #RailsUpgrades| https://www.fastruby.io/rc2021 Exercise #3: (Time: 5 minutes) 1) Run next --init 2) Check that a Gemfile.next was created 3) Check that you have the next? method in your Gemfile https://www.fastruby.io/rc2021#4
64. #RailsUpgrades| https://www.fastruby.io/rc2021 # Gemfile if next? gem 'rails', '~> 5.0.7' else gem 'rails', '4.2.11.1' end
65. #RailsUpgrades| https://www.fastruby.io/rc2021 $ next bundle install
66. #RailsUpgrades| https://www.fastruby.io/rc2021 $ next bundle install ... Bundler could not find compatible versions for gem "actionpack": In snapshot (Gemfile.next.lock): actionpack (= 4.2.11.3) In Gemfile.next: rails (~> 5.0.0) was resolved to 5.0.1.rc1, which depends on actionpack (= 5.0.1.rc1) sass-rails (~> 4.0.3) was resolved to 4.0.5, which depends on railties (>= 4.0.0, < 5.0) was resolved to 4.2.11.3, which depends on actionpack (= 4.2.11.3) Running `bundle update` will rebuild your snapshot from scratch, using only the gems in your Gemfile, which may resolve the conflict.
67. #RailsUpgrades| https://www.fastruby.io/rc2021 $ next bundle install Gemfile.next.lock
68. #RailsUpgrades| https://www.fastruby.io/rc2021 Exercise #4: (Time: 10 minutes) 1) Run next bundle install https://www.fastruby.io/rc2021#4
69. #RailsUpgrades | https://fastruby.io/rc2021, Run the console
70. #RailsUpgrades| https://fastruby.io/rc2021 70 $ bundle exec rails console $ next bundle exec rails console
71. #RailsUpgrades| https://fastruby.io/rc2021 71 $ bundle exec rails console $ next bundle exec rails console
72. #RailsUpgrades| https://fastruby.io/rc2021 72 $ bundle exec rails console $ next bundle exec rails console
73. #RailsUpgrades| https://fastruby.io/rc2021 73 $ bundle exec rails console irb(main):001:0> Rails.version => "4.2.11.3" irb(main):002:0> $ next bundle exec rails console irb(main):001:0> Rails.version => "5.0.7.2" irb(main):002:0>
74. #RailsUpgrades| https://fastruby.io/rc2021 74 Every failing scenario is a story
75. #RailsUpgrades| https://fastruby.io/rc2021 Exercise #5 (Time 5 to 10 min) 1)bundle exec rails console 2)next bundle exec rails console
76. #RailsUpgrades | https://fastruby.io/rc2021, Run the test suite
77. #RailsUpgrades| https://fastruby.io/rc2021 77 $ bundle exec rspec $ next bundle exec rspec
78. #RailsUpgrades| https://fastruby.io/rc2021 78 $ bundle exec rspec $ next bundle exec rspec
79. #RailsUpgrades| https://fastruby.io/rc2021 79 Deprecation warnings
80. #RailsUpgrades| https://fastruby.io/rc2021 80 Every deprecation warning is a story
81. #RailsUpgrades| https://fastruby.io/rc2021 Exercise #6 (Time 5 to 10 min) 1)bundle exec rails rspec 2)next bundle exec rspec
82. #RailsUpgrades | https://fastruby.io/rc2021, How To Stay Current
83. #RailsUpgrades| https://fastruby.io/rc2021 Treat new deprecation warnings as exceptions 83
84. #RailsUpgrades| https://fastruby.io/rc2021 # config/environments/test.rb Rails.application.configure do # Raise on deprecation notices config.active_support.deprecation = :raise # … end 84
85. #RailsUpgrades| https://fastruby.io/rc2021 Add bundler-audit to your default rake task 85
86. #RailsUpgrades| https://fastruby.io/rc2021 # Rakefile # ... task default: “bundle:audit” 86
87. #RailsUpgrades| https://fastruby.io/rc2021 namespace :bundle do desc "Audit bundle for any known vulnerabilities" task :audit do unless system "bundle-audit check --update" exit 1 end end end 87
88. #RailsUpgrades| https://fastruby.io/rc2021 Keep up with upcoming releases 88
89. #RailsUpgrades| https://fastruby.io/rc2021 89 # Gemfile if next? gem 'rails', github: 'rails/rails' else gem 'rails', '~> 6.1.0' end
90. #RailsUpgrades| https://fastruby.io/rc2021 Setup your CI server
91. #RailsUpgrades | https://fastruby.io/rc2021 Trust The Process
92. #RailsUpgrades| https://fastruby.io/rc2021 92 Gradual version jumps
93. #RailsUpgrades| https://fastruby.io/rc2021 ... ✅ 2.3 👉 3.0 ✅ 3.0 👉 3.1 ✅ 3.1 👉 3.2 ✅ 3.2 👉 4.0 ✅ 4.0 👉 4.1 ✅ 4.1 👉 4.2 ✅ 4.2 👉 5.0 ✅ 5.0 👉 5.1 ✅ 5.1 👉 5.2 ✅ 5.2 👉 6.0 ✅ 6.0 👉 6.1 ✅ 6.1 👉 7.0 93 Gemfile Gemfile.next { }
94. #RailsUpgrades| https://fastruby.io/rc2021 For every version jump: bundle install bundle exec rake test Smoke test 94
95. #RailsUpgrades| https://fastruby.io/rc2021 Ship backwards- compatible changes first 95
96. #RailsUpgrades| https://fastruby.io/rc2021 Tiny PRs over One huge PR 96
97. #RailsUpgrades| https://fastruby.io/rc2021 1. Tweak 2. Test 3. Merge And Iterate
98. #RailsUpgrades| https://fastruby.io/rc2021 Results - Your app running on the next version of Rails 98
99. #RailsUpgrades| https://fastruby.io/rc2021 Results - Your app running on the next version of Rails - A roadmap to upgrade your app 99
100. #RailsUpgrades| https://fastruby.io/rc2021 Results - Your app running on the next version of Rails - A roadmap to upgrade your app - A new tool for your toolbelt 100
101. #RailsUpgrades | https://fastruby.io/rc2021 Feedback is welcome
102. #RailsUpgrades | https://fastruby.io/rc2021 @FastRubyIO Feedback is welcome
103. #RailsUpgrades | https://fastruby.io/rc2021 @FastRubyIO fastruby.io/blog Feedback is welcome
104. #RailsUpgrades | https://fastruby.io/rc2021 ombulabs.com/jobs We are hiring!
105. #RailsUpgrades| https://fastruby.io/rc2021 105 Thank You!
106. #RailsUpgrades | https://fastruby.io/rc2021 Questions?
107. #RailsUpgrades| https://fastruby.io/rc2021 Resources 1.https://github.com/clio/ten_years_rails 2.https://github.com/alphagov/e-petitions 3.https://github.com/rubyperu/ready4rails 4.https://edgeguides.rubyonrails.org/upgrading_ruby_on_rails.html#the-upgrade-process 5.https://fastruby.io/blog/tags/upgrades 6.https://semver.org 7.https://github.com/Shopify/bootboot 8.https://github.com/fastruby/rails_upgrader 9.http://railsdiff.org 10.https://github.com/hintmedia/moderate_parameters 11.https://edgeguides.rubyonrails.org/upgrading_ruby_on_rails.html#the-update-task 12.https://www.fastruby.io/blog/rails/upgrade/dual-booting-with-conditionals.html 13.https://www.fastruby.io/blog/upgrade-rails/dual-boot/dual-boot-with-rails-6-0-beta.html 14.http://recursion.org/incremental-rails-upgrade