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Active Record Migrations
Migrations can manage the evolution of a schema used by several physical databases. It’s a solution to the common problem of adding a field to make a new feature work in your local database, but being unsure of how to push that change to other developers and to the production server. With migrations, you can describe the transformations in self-contained classes that can be checked into version control systems and executed against another database that might be one, two, or five versions behind.
Example of a simple migration:
class AddSsl < ActiveRecord::Migration def up add_column :accounts, :ssl_enabled, :boolean, :default => 1 end def down remove_column :accounts, :ssl_enabled end end
This migration will add a boolean flag to the accounts table and remove it if you’re backing out of the migration. It shows how all migrations have two methods up and down that describes the transformations required to implement or remove the migration. These methods can consist of both the migration specific methods like add_column and remove_column, but may also contain regular Ruby code for generating data needed for the transformations.
Example of a more complex migration that also needs to initialize data:
class AddSystemSettings < ActiveRecord::Migration def up create_table :system_settings do |t| t.string :name t.string :label t.text :value t.string :type t.integer :position end SystemSetting.create :name => "notice", :label => "Use notice?", :value => 1 end def down drop_table :system_settings end end
This migration first adds the system_settings table, then creates the very first row in it using the Active Record model that relies on the table. It also uses the more advanced create_table syntax where you can specify a complete table schema in one block call.
Available transformations
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create_table(name, options) Creates a table called name and makes the table object available to a block that can then add columns to it, following the same format as add_column. See example above. The options hash is for fragments like “DEFAULT CHARSET=UTF-8” that are appended to the create table definition.
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drop_table(name): Drops the table called name.
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rename_table(old_name, new_name): Renames the table called old_name to new_name.
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add_column(table_name, column_name, type, options): Adds a new column to the table called table_name named column_name specified to be one of the following types: :string, :text, :integer, :float, :decimal, :datetime, :timestamp, :time, :date, :binary, :boolean. A default value can be specified by passing an options hash like { :default => 11 }. Other options include :limit and :null (e.g. { :limit => 50, :null => false }) – see ActiveRecord::ConnectionAdapters::TableDefinition#column for details.
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rename_column(table_name, column_name, new_column_name): Renames a column but keeps the type and content.
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change_column(table_name, column_name, type, options): Changes the column to a different type using the same parameters as add_column.
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remove_column(table_name, column_name): Removes the column named column_name from the table called table_name.
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add_index(table_name, column_names, options): Adds a new index with the name of the column. Other options include :name and :unique (e.g. { :name => "users_name_index", :unique => true }).
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remove_index(table_name, :column => column_name): Removes the index specified by column_name.
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remove_index(table_name, :name => index_name): Removes the index specified by index_name.
Irreversible transformations
Some transformations are destructive in a manner that cannot be reversed. Migrations of that kind should raise an ActiveRecord::IrreversibleMigration exception in their down method.
Running migrations from within Rails
The Rails package has several tools to help create and apply migrations.
To generate a new migration, you can use
rails generate migration MyNewMigration
where MyNewMigration is the name of your migration. The generator will create an empty migration file timestamp_my_new_migration.rb in the db/migrate/ directory where timestamp is the UTC formatted date and time that the migration was generated.
You may then edit the up and down methods of MyNewMigration.
There is a special syntactic shortcut to generate migrations that add fields to a table.
rails generate migration add_fieldname_to_tablename fieldname:string
This will generate the file timestamp_add_fieldname_to_tablename, which will look like this:
class AddFieldnameToTablename < ActiveRecord::Migration def up add_column :tablenames, :fieldname, :string end def down remove_column :tablenames, :fieldname end end
To run migrations against the currently configured database, use rake db:migrate. This will update the database by running all of the pending migrations, creating the schema_migrations table (see “About the schema_migrations table” section below) if missing. It will also invoke the db:schema:dump task, which will update your db/schema.rb file to match the structure of your database.
To roll the database back to a previous migration version, use rake db:migrate VERSION=X where X is the version to which you wish to downgrade. If any of the migrations throw an ActiveRecord::IrreversibleMigration exception, that step will fail and you’ll have some manual work to do.
Database support
Migrations are currently supported in MySQL, PostgreSQL, SQLite, SQL Server, Sybase, and Oracle (all supported databases except DB2).
More examples
Not all migrations change the schema. Some just fix the data:
class RemoveEmptyTags < ActiveRecord::Migration def up Tag.find(:all).each { |tag| tag.destroy if tag.pages.empty? } end def down # not much we can do to restore deleted data raise ActiveRecord::IrreversibleMigration, "Can't recover the deleted tags" end end
Others remove columns when they migrate up instead of down:
class RemoveUnnecessaryItemAttributes < ActiveRecord::Migration def up remove_column :items, :incomplete_items_count remove_column :items, :completed_items_count end def down add_column :items, :incomplete_items_count add_column :items, :completed_items_count end end
And sometimes you need to do something in SQL not abstracted directly by migrations:
class MakeJoinUnique < ActiveRecord::Migration def up execute "ALTER TABLE `pages_linked_pages` ADD UNIQUE `page_id_linked_page_id` (`page_id`,`linked_page_id`)" end def down execute "ALTER TABLE `pages_linked_pages` DROP INDEX `page_id_linked_page_id`" end end
Using a model after changing its table
Sometimes you’ll want to add a column in a migration and populate it immediately after. In that case, you’ll need to make a call to Base#reset_column_information in order to ensure that the model has the latest column data from after the new column was added. Example:
class AddPeopleSalary < ActiveRecord::Migration def up add_column :people, :salary, :integer Person.reset_column_information Person.find(:all).each do |p| p.update_attribute :salary, SalaryCalculator.compute(p) end end end
Controlling verbosity
By default, migrations will describe the actions they are taking, writing them to the console as they happen, along with benchmarks describing how long each step took.
You can quiet them down by setting ActiveRecord::Migration.verbose = false.
You can also insert your own messages and benchmarks by using the say_with_time method:
def up ... say_with_time "Updating salaries..." do Person.find(:all).each do |p| p.update_attribute :salary, SalaryCalculator.compute(p) end end ... end
The phrase “Updating salaries…” would then be printed, along with the benchmark for the block when the block completes.
About the schema_migrations table
Rails versions 2.0 and prior used to create a table called schema_info when using migrations. This table contained the version of the schema as of the last applied migration.
Starting with Rails 2.1, the schema_info table is (automatically) replaced by the schema_migrations table, which contains the version numbers of all the migrations applied.
As a result, it is now possible to add migration files that are numbered lower than the current schema version: when migrating up, those never-applied “interleaved” migrations will be automatically applied, and when migrating down, never-applied “interleaved” migrations will be skipped.
Timestamped Migrations
By default, Rails generates migrations that look like:
20080717013526_your_migration_name.rb
The prefix is a generation timestamp (in UTC).
If you’d prefer to use numeric prefixes, you can turn timestamped migrations off by setting:
config.active_record.timestamped_migrations = false
In application.rb.
Reversible Migrations
Starting with Rails 3.1, you will be able to define reversible migrations. Reversible migrations are migrations that know how to go down for you. You simply supply the up logic, and the Migration system will figure out how to execute the down commands for you.
To define a reversible migration, define the change method in your migration like this:
class TenderloveMigration < ActiveRecord::Migration def change create_table(:horses) do t.column :content, :text t.column :remind_at, :datetime end end end
This migration will create the horses table for you on the way up, and automatically figure out how to drop the table on the way down.
Some commands like remove_column cannot be reversed. If you care to define how to move up and down in these cases, you should define the up and down methods as before.
If a command cannot be reversed, an ActiveRecord::IrreversibleMigration exception will be raised when the migration is moving down.
For a list of commands that are reversible, please see ActiveRecord::Migration::CommandRecorder.
Migration helpers
You can add your own migration helpers as references:
Code example
class ActiveRecord::ConnectionsAdapters::TableDefinition def counter_caches(*args) args.each { |col| column("#{col}_count", :integer, :default => 0) } end end class CreateUsers < ActiveRecord::Migration def self.up create_table :users do |t| t.string :first_name, :last_name, :email t.counter_caches :photos, :messages t.timestamps end end def self.down drop_table :users end end
Loading fixtures in migrations
This helper is wrapper around Fixtures#create_fixtures and just load fixtures from specified directory (db/migrate/data by default):
class ActiveRecord::Migration def self.load_data(filename, dir = 'db/migrate/data') Fixtures.create_fixtures(File.join(RAILS_ROOT, dir), filename) end end
It is usefull for tables with data like country list:
class CreateCountries < ActiveRecord::Migration def self.up create_table :countries do |t| t.string :name, :code, :null => false t.timestamps end load_data :countries end def self.down drop_table :countries end end
Calling migrations within migrations
It’s very occasionally a wise strategy to call migrations from within other migrations. This is typically done when you are adding a migration that deletes a now-obsolete table.
Let’s say one night when you were drunk or otherwise not thinking straight you did something like this:
class CreateExGirlfriendTexts < ActiveRecord::Migration def self(dot)up create_table :ex_girlfriend_texts { |t| ... } end def self(dot)down drop_table :ex_girlfriend_texts end end
Oops! You could add this for your “undo” migration the next morning:
class FixDrunkMistake < ActiveRecord::Migration def self(dot)up CreateExGirlfriendTexts.down end def self(dot)down CreateExGirlfriendTexts.up end end
Now, in the event you decide you really did like that table, you can always get it back easily. Keep in mind this will be made more complicated if your table is modified over multiple transactions.
Rails 2.1 migrations
Things to take note of are the lack of ‘column spam’, which didn’t convey much semantic meaning. Also the combination of multiple fields per line with the same type.
references is also a nice helper to convey relationship information (t.references :role is equivilant to t.integer :role_id). references also takes another parameters, see the method for more details.
code
class CreateUsers < ActiveRecord::Migration def self.up create_table :users do |t| t.string :first_name, :last_name, :email t.text :address t.date :date_of_birth t.references :role t.timestamps end add_index :users, :email end def self.down drop_table :users end end
HABTM relation
When you want to create a has_and_belong_to_many relation (og just a has_many :through) use this setup.
Example
class CreateCourses < ActiveRecord::Migration def self.up create_table :seasons do |t| t.integer :year t.string :period end create_table :courses do |t| t.string :courseCode end create_table :courses_seasons, :id => false do |t| t.references :course, :null => false t.references :season, :null => false end add_index :courses_seasons, [:course_id, :season_id], :unique => true end def self.down drop_table :seasons drop_table :courses drop_table :courses_seasons end end
Update the uniqueness field when it value dependent on another existent field without uniqueness restriction.
I’m using sub-transaction to update existent records on DB. I use this approach to update the uniqueness field when it value dependent on another existent field without uniqueness restriction.
Migration for uniqueness with existent dependent data in DB
class AddUniquenessBarToFoo < ActiveRecord::Migration class Foo < ActiveRecord::Base end def change add_column :foos, :bar, :string execute "ALTER TABLE foos ADD CONSTRAINT uk_foods_bar UNIQUE (bar)" Foo.reset_column_information Foo.all.each do |f| begin #try get unique value in a new sub-transaction Foo.transaction(requires_new: true) do f.update_attributes!(:bar => "some ops. with another non-unique existent field to set this") end rescue ActiveRecord::StatementInvalid #We can't reuse a crashed transaction. New one. Foo.transaction(requires_new: true) do #Alternative unique value, if another error exist it's another #migration problem and then raise new error. f.update_attributes!(:bar => "some operation to set this-#{f.id}") end end end change_column :foos, :bar, :string, :null => false end end
Be aware about performance that is transaction per record for big DB.
Calling migrations within migrations observation
Following the advice from RISCfuture I could not call a migration from within another migration. I got the following errror message:
NameError Exception: uninitialized constant FixDrunkMistake::CreateExGirlfriendTexts.down
Only after I did a
require 'create_ex_girl_friend_texts' # the migration file
before the migration call did everything work as expected.
Using models in your migration
Here is some advice how to call your models in a migration without shooting yourself in the foot:
http://gem-session.com/2010/03/how-to-use-models-in-your-migrations-without-killing-kittens
Basically you can inline models into your migrations to decouple them from changes in your model:
class AddCurrentToVendor < ActiveRecord::Migration class Vendor < ActiveRecord::Base end class Article < ActiveRecord::Base has_many :vendors, :class_name => 'AddCurrentToVendor::Vendor', :order => 'created_at' end def self.up add_column :vendors, :current, :boolean Article.all.each do |article| article.vendors.first.andand.update_attribute(:current, true) end end def self.down remove_column :vendors, :current end end
Positioning the column. MySQL only
Add support for MySQL column positioning via #add_column and #change_column
add_column and change_column in the MySQL adapter now accept some additional options:
:first => true # Put the column in front of all the columns
:after => column_name # Put the column after ‘column_name’
class AddLastNameToUsers < ActiveRecord::Migration def self.up add_column :users, :last_name, :after => :first_name end def self.down remove_column :users, :last_name end end
or
class AddIdToUsers < ActiveRecord::Migration def self.up add_column :urers, :id, :first => true end def self.down remove_column :users, :id end end