1 Migration Overview
Migrations are a convenient way to alter your database schema over time in a consistent way. They use a Ruby DSL so that you don't have to write SQL by hand, allowing your schema and changes to be database independent.
You can think of each migration as being a new 'version' of the database. A
schema starts off with nothing in it, and each migration modifies it to add or
remove tables, columns, or entries. Active Record knows how to update your
schema along this timeline, bringing it from whatever point it is in the
history to the latest version. Active Record will also update your
db/schema.rb
file to match the up-to-date structure of your database.
Here's an example of a migration:
class CreateProducts < ActiveRecord::Migration[7.1]
def change
create_table :products do |t|
t.string :name
t.text :description
t.timestamps
end
end
end
This migration adds a table called products
with a string column called
name
and a text column called description
. A primary key column called id
will also be added implicitly, as it's the default primary key for all Active
Record models. The timestamps
macro adds two columns, created_at
and
updated_at
. These special columns are automatically managed by Active Record
if they exist.
Note that we define the change that we want to happen moving forward in time. Before this migration is run, there will be no table. After, the table will exist. Active Record knows how to reverse this migration as well: if we roll this migration back, it will remove the table.
On databases that support transactions with statements that change the schema, each migration is wrapped in a transaction. If the database does not support this then when a migration fails the parts of it that succeeded will not be rolled back. You will have to rollback the changes that were made by hand.
There are certain queries that can't run inside a transaction. If your
adapter supports DDL transactions you can use disable_ddl_transaction!
to
disable them for a single migration.
1.1 Making the Irreversible Possible
If you wish for a migration to do something that Active Record doesn't know how
to reverse, you can use reversible
:
class ChangeProductsPrice < ActiveRecord::Migration[7.1]
def change
reversible do |direction|
change_table :products do |t|
direction.up { t.change :price, :string }
direction.down { t.change :price, :integer }
end
end
end
end
This migration will change the type of the price
column to a string,
or back to an integer when the migration is reverted. Notice the block being
passed to direction.up
and direction.down
respectively.
Alternatively, you can use up
and down
instead of change
:
class ChangeProductsPrice < ActiveRecord::Migration[7.1]
def up
change_table :products do |t|
t.change :price, :string
end
end
def down
change_table :products do |t|
t.change :price, :integer
end
end
end
More on reversible
later.
2 Generating Migrations
2.1 Creating a Standalone Migration
Migrations are stored as files in the db/migrate
directory, one for each
migration class. The name of the file is of the form
YYYYMMDDHHMMSS_create_products.rb
, that is to say a UTC timestamp
identifying the migration followed by an underscore followed by the name
of the migration. The name of the migration class (CamelCased version)
should match the latter part of the file name. For example
20080906120000_create_products.rb
should define class CreateProducts
and
20080906120001_add_details_to_products.rb
should define
AddDetailsToProducts
. Rails uses this timestamp to determine which migration
should be run and in what order, so if you're copying a migration from another
application or generate a file yourself, be aware of its position in the order.
Of course, calculating timestamps is no fun, so Active Record provides a generator to handle making it for you:
$ bin/rails generate migration AddPartNumberToProducts
This will create an appropriately named empty migration:
class AddPartNumberToProducts < ActiveRecord::Migration[7.1]
def change
end
end
This generator can do much more than prepend a timestamp to the file name. Based on naming conventions and additional (optional) arguments it can also start fleshing out the migration.
2.2 Adding New Columns
If the migration name is of the form "AddColumnToTable" or
"RemoveColumnFromTable" and is followed by a list of column names and
types then a migration containing the appropriate add_column
and
remove_column
statements will be created.
$ bin/rails generate migration AddPartNumberToProducts part_number:string
This will generate the following migration:
class AddPartNumberToProducts < ActiveRecord::Migration[7.1]
def change
add_column :products, :part_number, :string
end
end
If you'd like to add an index on the new column, you can do that as well.
$ bin/rails generate migration AddPartNumberToProducts part_number:string:index
This will generate the appropriate add_column
and add_index
statements:
class AddPartNumberToProducts < ActiveRecord::Migration[7.1]
def change
add_column :products, :part_number, :string
add_index :products, :part_number
end
end
You are not limited to one magically generated column. For example:
$ bin/rails generate migration AddDetailsToProducts part_number:string price:decimal
Will generate a schema migration which adds two additional
columns to the products
table.
class AddDetailsToProducts < ActiveRecord::Migration[7.1]
def change
add_column :products, :part_number, :string
add_column :products, :price, :decimal
end
end
2.3 Removing Columns
Similarly, you can generate a migration to remove a column from the command line:
$ bin/rails generate migration RemovePartNumberFromProducts part_number:string
This generates the appropriate remove_column
statements:
class RemovePartNumberFromProducts < ActiveRecord::Migration[7.1]
def change
remove_column :products, :part_number, :string
end
end
2.4 Creating New Tables
If the migration name is of the form "CreateXXX" and is followed by a list of column names and types then a migration creating the table XXX with the columns listed will be generated. For example:
$ bin/rails generate migration CreateProducts name:string part_number:string
generates
class CreateProducts < ActiveRecord::Migration[7.1]
def change
create_table :products do |t|
t.string :name
t.string :part_number
t.timestamps
end
end
end
As always, what has been generated for you is just a starting point.
You can add or remove from it as you see fit by editing the
db/migrate/YYYYMMDDHHMMSS_add_details_to_products.rb
file.
2.5 Creating associations using references
Also, the generator accepts column type as references
(also available as
belongs_to
). For example,
$ bin/rails generate migration AddUserRefToProducts user:references
generates the following add_reference
call:
class AddUserRefToProducts < ActiveRecord::Migration[7.1]
def change
add_reference :products, :user, foreign_key: true
end
end
This migration will create a user_id
column. References are a
shorthand for creating columns, indexes, foreign keys, or even polymorphic
association columns.
There is also a generator which will produce join tables if JoinTable
is part of the name:
$ bin/rails generate migration CreateJoinTableCustomerProduct customer product
will produce the following migration:
class CreateJoinTableCustomerProduct < ActiveRecord::Migration[7.1]
def change
create_join_table :customers, :products do |t|
# t.index [:customer_id, :product_id]
# t.index [:product_id, :customer_id]
end
end
end
2.6 Model Generators
The model, resource, and scaffold generators will create migrations appropriate for adding a new model. This migration will already contain instructions for creating the relevant table. If you tell Rails what columns you want, then statements for adding these columns will also be created. For example, running:
$ bin/rails generate model Product name:string description:text
This will create a migration that looks like this:
class CreateProducts < ActiveRecord::Migration[7.1]
def change
create_table :products do |t|
t.string :name
t.text :description
t.timestamps
end
end
end
You can append as many column name/type pairs as you want.
2.7 Passing Modifiers
Some commonly used type modifiers can be passed directly on the command line. They are enclosed by curly braces and follow the field type:
For instance, running:
$ bin/rails generate migration AddDetailsToProducts 'price:decimal{5,2}' supplier:references{polymorphic}
will produce a migration that looks like this
class AddDetailsToProducts < ActiveRecord::Migration[7.1]
def change
add_column :products, :price, :decimal, precision: 5, scale: 2
add_reference :products, :supplier, polymorphic: true
end
end
Have a look at the generators help output (bin/rails generate --help
)
for further details.
3 Writing Migrations
Once you have created your migration using one of the generators it's time to get to work!
3.1 Creating a Table
The create_table
method is one of the most fundamental, but most of the time,
will be generated for you from using a model, resource, or scaffold generator. A typical
use would be
create_table :products do |t|
t.string :name
end
This method creates a products
table with a column called name
.
By default, create_table
will implicitly create a primary key called id
for
you. You can change the name of the column with the :primary_key
option, or
pass an array to :primary_key
for a composite primary key. If you don't want
a primary key at all, you can pass the option id: false
.
If you need to pass database-specific options you can place an SQL fragment in
the :options
option. For example:
create_table :products, options: "ENGINE=BLACKHOLE" do |t|
t.string :name, null: false
end
This will append ENGINE=BLACKHOLE
to the SQL statement used to create the table.
An index can be created on the columns created within the create_table
block
by passing index: true
or an options hash to the :index
option:
create_table :users do |t|
t.string :name, index: true
t.string :email, index: { unique: true, name: 'unique_emails' }
end
Also, you can pass the :comment
option with any description for the table that
will be stored in the database itself and can be viewed with database
administration tools, such as MySQL Workbench or PgAdmin III. It's highly
recommended to specify comments in migrations for applications with large
databases as it helps people to understand the data model and generate
documentation. Currently only the MySQL and PostgreSQL adapters support
comments.
3.2 Creating a Join Table
The migration method create_join_table
creates an HABTM (has and belongs to
many) join table. A typical use would be:
create_join_table :products, :categories
This migration will create a categories_products
table with two columns called
category_id
and product_id
.
These columns have the option :null
set to false
by default, meaning that
you must provide a value in order to save a record to this table. This can
be overridden by specifying the :column_options
option:
create_join_table :products, :categories, column_options: { null: true }
By default, the name of the join table comes from the union of the first two arguments provided to create_join_table, in alphabetical order.
To customize the name of the table, provide a :table_name
option:
create_join_table :products, :categories, table_name: :categorization
This ensure the name of the join table is categorization
as requested.
Also, create_join_table
accepts a block, which you can use to add indices
(which are not created by default) or any additional columns you so choose.
create_join_table :products, :categories do |t|
t.index :product_id
t.index :category_id
end
3.3 Changing Tables
If you want to change an existing table in place, there is change_table
.
It is used in a similar fashion to create_table
but the object yielded inside
the block has access to a number of special functions, for example:
change_table :products do |t|
t.remove :description, :name
t.string :part_number
t.index :part_number
t.rename :upccode, :upc_code
end
This migration will remove the description
and name
columns, create a new
string column called part_number
and adds an index on it. Finally it renames
the upccode
column to upc_code
.
3.4 Changing Columns
Similar to the remove_column
and add_column
methods we covered
earlier, Rails also provides the change_column
migration method.
change_column :products, :part_number, :text
This changes the column part_number
on products table to be a :text
field.
The change_column
command is irreversible.
You should provide your own reversible
migration, like we discussed
before.
Besides change_column
, the change_column_null
and change_column_default
methods are used specifically to change a null constraint and default values of
a column.
change_column_null :products, :name, false
change_column_default :products, :approved, from: true, to: false
This sets :name
field on products to a NOT NULL
column and the default
value of the :approved
field from true to false. Both of these changes will
only be applied to future transactions, any existing records do not apply.
When setting the null constraint to true, this means that column will accept a
null value, otherwise the NOT NULL
constraint is applied and a value must be
passed in order to persist the record to the database.
You could also write the above change_column_default
migration as
change_column_default :products, :approved, false
, but unlike the previous
example, this would make your migration irreversible.
3.5 Column Modifiers
Column modifiers can be applied when creating or changing a column:
comment
Adds a comment for the column.collation
Specifies the collation for astring
ortext
column.default
Allows to set a default value on the column. Note that if you are using a dynamic value (such as a date), the default will only be calculated the first time (i.e. on the date the migration is applied). Usenil
forNULL
.limit
Sets the maximum number of characters for astring
column and the maximum number of bytes fortext/binary/integer
columns.null
Allows or disallowsNULL
values in the column.precision
Specifies the precision fordecimal/numeric/datetime/time
columns.scale
Specifies the scale for thedecimal
andnumeric
columns, representing the number of digits after the decimal point.
For add_column
or change_column
there is no option for adding indexes.
They need to be added separately using add_index
.
Some adapters may support additional options; see the adapter specific API docs for further information.
null
and default
cannot be specified via command line when generating
migrations.
3.6 References
The add_reference
method allows the creation of an appropriately named column
acting as the connection between one or more associations.
add_reference :users, :role
This migration will create a role_id
column in the users table. It creates an
index for this column as well, unless explicitly told not to with the
index: false
option.
See also the Active Record Associations guide to learn more.
The method add_belongs_to
is an alias of add_reference
.
add_belongs_to :taggings, :taggable, polymorphic: true
The polymorphic option will create two columns on the taggings table which can
be used for polymorphic associations: taggable_type
and taggable_id
.
See this guide to learn more about polymorphic associations.
A foreign key can be created with the foreign_key
option.
add_reference :users, :role, foreign_key: true
For more add_reference
options, visit the API documentation.
References can also be removed:
remove_reference :products, :user, foreign_key: true, index: false
3.7 Foreign Keys
While it's not required, you might want to add foreign key constraints to guarantee referential integrity.
add_foreign_key :articles, :authors
This add_foreign_key
call adds a new constraint to the articles
table.
The constraint guarantees that a row in the authors
table exists where
the id
column matches the articles.author_id
.
If the from_table
column name cannot be derived from the to_table
name,
you can use the :column
option. Use the :primary_key
option if the
referenced primary key is not :id
.
For example, to add a foreign key on articles.reviewer
referencing authors.email
:
add_foreign_key :articles, :authors, column: :reviewer, primary_key: :email
This will add a constraint to the articles
table that guarantees a row in the
authors
table exists where the email
column matches the articles.reviewer
field.
Several other options such as name
, on_delete
, if_not_exists
, validate
,
and deferrable
are supported by add_foreign_key
.
Foreign keys can also be removed using remove_foreign_key
:
# let Active Record figure out the column name
remove_foreign_key :accounts, :branches
# remove foreign key for a specific column
remove_foreign_key :accounts, column: :owner_id
Active Record only supports single column foreign keys. execute
and
structure.sql
are required to use composite foreign keys. See
Schema Dumping and You.
3.8 Composite Primary Keys
Sometimes a single column's value isn't enough to uniquely identify every row
of a table, but a combination of two or more columns does uniquely identify
it. This can be the case when using a legacy database schema without a single
id
column as a primary key, or when altering schemas for sharding or
multitenancy.
You can create a table with a composite primary key by passing the
:primary_key
option to create_table
with an array value:
class CreateProducts < ActiveRecord::Migration[7.1]
def change
create_table :products, primary_key: [:customer_id, :product_sku] do |t|
t.integer :customer_id
t.string :product_sku
t.text :description
end
end
end
Tables with composite primary keys require passing array values rather than integer IDs to many methods. See also the Active Record Querying guide to learn more.
3.9 When Helpers aren't Enough
If the helpers provided by Active Record aren't enough you can use the execute
method to execute arbitrary SQL:
Product.connection.execute("UPDATE products SET price = 'free' WHERE 1=1")
For more details and examples of individual methods, check the API documentation.
In particular the documentation for
ActiveRecord::ConnectionAdapters::SchemaStatements
, which provides the methods available in the change
, up
and down
methods.
For methods available regarding the object yielded by create_table
, see ActiveRecord::ConnectionAdapters::TableDefinition
.
And for the object yielded by change_table
, see ActiveRecord::ConnectionAdapters::Table
.
3.10 Using the change
Method
The change
method is the primary way of writing migrations. It works for the
majority of cases in which Active Record knows how to reverse a migration's
actions automatically. Below are some of the actions that change
supports:
add_check_constraint
add_column
add_foreign_key
add_index
add_reference
add_timestamps
change_column_comment
(must supply:from
and:to
options)change_column_default
(must supply:from
and:to
options)change_column_null
change_table_comment
(must supply:from
and:to
options)create_join_table
create_table
disable_extension
drop_join_table
drop_table
(must supply table creation options and block)enable_extension
remove_check_constraint
(must supply original constraint expression)remove_column
(must supply original type and column options)remove_columns
(must supply original type and column options)remove_foreign_key
(must supply other table and original options)remove_index
(must supply columns and original options)remove_reference
(must supply original options)remove_timestamps
(must supply original options)rename_column
rename_index
rename_table
change_table
is also reversible, as long as the block only calls
reversible operations like the ones listed above.
If you're going to need to use any other methods, you should use reversible
or write the up
and down
methods instead of using the change
method.
3.11 Using reversible
Complex migrations may require processing that Active Record doesn't know how to
reverse. You can use reversible
to specify what to do when running a
migration and what else to do when reverting it. For example:
class ExampleMigration < ActiveRecord::Migration[7.1]
def change
create_table :distributors do |t|
t.string :zipcode
end
reversible do |direction|
direction.up do
# create a distributors view
execute <<-SQL
CREATE VIEW distributors_view AS
SELECT id, zipcode
FROM distributors;
SQL
end
direction.down do
execute <<-SQL
DROP VIEW distributors_view;
SQL
end
end
add_column :users, :address, :string
end
end
Using reversible
will ensure that the instructions are executed in the right
order too. If the previous example migration is reverted, the down
block will
be run after the users.address
column is removed and before the distributors
table is dropped.
3.12 Using the up
/down
Methods
You can also use the old style of migration using up
and down
methods
instead of the change
method.
The up
method should describe the transformation you'd like to make to your
schema, and the down
method of your migration should revert the
transformations done by the up
method. In other words, the database schema
should be unchanged if you do an up
followed by a down
.
For example, if you create a table in the up
method, you should drop it in the
down
method. It is wise to perform the transformations in precisely the
reverse order they were made in the up
method. The example in the reversible
section is equivalent to:
class ExampleMigration < ActiveRecord::Migration[7.1]
def up
create_table :distributors do |t|
t.string :zipcode
end
# create a distributors view
execute <<-SQL
CREATE VIEW distributors_view AS
SELECT id, zipcode
FROM distributors;
SQL
add_column :users, :address, :string
end
def down
remove_column :users, :address
execute <<-SQL
DROP VIEW distributors_view;
SQL
drop_table :distributors
end
end
3.13 Throwing an error to prevent reverts
Sometimes your migration will do something which is just plain irreversible; for example, it might destroy some data.
In such cases, you can raise ActiveRecord::IrreversibleMigration
in your
down
block.
If someone tries to revert your migration, an error message will be displayed saying that it can't be done.
3.14 Reverting Previous Migrations
You can use Active Record's ability to rollback migrations using the revert
method:
require_relative "20121212123456_example_migration"
class FixupExampleMigration < ActiveRecord::Migration[7.1]
def change
revert ExampleMigration
create_table(:apples) do |t|
t.string :variety
end
end
end
The revert
method also accepts a block of instructions to reverse. This could
be useful to revert selected parts of previous migrations.
For example, let's imagine that ExampleMigration
is committed and it is later
decided that a Distributors view is no longer needed.
class DontUseDistributorsViewMigration < ActiveRecord::Migration[7.1]
def change
revert do
# copy-pasted code from ExampleMigration
reversible do |direction|
direction.up do
# create a distributors view
execute <<-SQL
CREATE VIEW distributors_view AS
SELECT id, zipcode
FROM distributors;
SQL
end
direction.down do
execute <<-SQL
DROP VIEW distributors_view;
SQL
end
end
# The rest of the migration was ok
end
end
end
The same migration could also have been written without using revert
but this
would have involved a few more steps:
- Reverse the order of
create_table
andreversible
. - Replace
create_table
withdrop_table
. - Finally, replace
up
withdown
and vice-versa.
This is all taken care of by revert
.
4 Running Migrations
Rails provides a set of commands to run certain sets of migrations.
The very first migration related rails command you will use will probably be
bin/rails db:migrate
. In its most basic form it just runs the change
or up
method for all the migrations that have not yet been run. If there are
no such migrations, it exits. It will run these migrations in order based
on the date of the migration.
Note that running the db:migrate
command also invokes the db:schema:dump
command, which
will update your db/schema.rb
file to match the structure of your database.
If you specify a target version, Active Record will run the required migrations (change, up, down) until it has reached the specified version. The version is the numerical prefix on the migration's filename. For example, to migrate to version 20080906120000 run:
$ bin/rails db:migrate VERSION=20080906120000
If version 20080906120000 is greater than the current version (i.e., it is
migrating upwards), this will run the change
(or up
) method
on all migrations up to and
including 20080906120000, and will not execute any later migrations. If
migrating downwards, this will run the down
method on all the migrations
down to, but not including, 20080906120000.
4.1 Rolling Back
A common task is to rollback the last migration. For example, if you made a mistake in it and wish to correct it. Rather than tracking down the version number associated with the previous migration you can run:
$ bin/rails db:rollback
This will rollback the latest migration, either by reverting the change
method or by running the down
method. If you need to undo
several migrations you can provide a STEP
parameter:
$ bin/rails db:rollback STEP=3
The last 3 migrations will be reverted.
The db:migrate:redo
command is a shortcut for doing a rollback and then migrating
back up again. As with the db:rollback
command, you can use the STEP
parameter
if you need to go more than one version back, for example:
$ bin/rails db:migrate:redo STEP=3
Neither of these rails commands do anything you could not do with db:migrate
. They
are there for convenience, since you do not need to explicitly specify the
version to migrate to.
4.2 Setup the Database
The bin/rails db:setup
command will create the database, load the schema, and initialize
it with the seed data.
4.3 Preparing the Database
The bin/rails db:prepare
command is similar to bin/rails db:setup
, but it
operates idempotently.
- If the database has not been created yet, the command will run as the
bin/rails db:setup
does. - If the database exists but the tables have not been created, the command will load the schema, run any pending migrations, dump the updated schema, and finally load the seed data.
- If both the database and tables exist but the seed data has not been loaded, the command will only load the seed data.
- If the database, tables, and seed data are all in place, the command will do nothing.
Once the database, tables, and seed data are all established, the command
will not try to reload the seed data, even if the previously loaded seed data or
the existing seed file have been altered or deleted. To reload the seed data,
you can manually run bin/rails db:seed
.
4.4 Resetting the Database
The bin/rails db:reset
command will drop the database and set it up again. This is
functionally equivalent to bin/rails db:drop db:setup
.
This is not the same as running all the migrations. It will only use the
contents of the current db/schema.rb
or db/structure.sql
file.
If a migration can't be rolled back, bin/rails db:reset
may not help you. To
find out more about dumping the schema see Schema Dumping and You section.
4.5 Running Specific Migrations
If you need to run a specific migration up or down, the db:migrate:up
and
db:migrate:down
commands will do that. Just specify the appropriate version and
the corresponding migration will have its change
, up
or down
method
invoked, for example:
$ bin/rails db:migrate:up VERSION=20080906120000
By running this command the change
method (or the up
method) will be
executed for the migration with the version "20080906120000".
First, this command will check whether the migration exists and if it has already been performed and will do nothing if so.
If the version specified does not exist, Rails will throw an exception.
$ bin/rails db:migrate VERSION=zomg
rails aborted!
ActiveRecord::UnknownMigrationVersionError:
No migration with version number zomg.
4.6 Running Migrations in Different Environments
By default running bin/rails db:migrate
will run in the development
environment.
To run migrations against another environment you can specify it using the
RAILS_ENV
environment variable while running the command. For example to run
migrations against the test
environment you could run:
$ bin/rails db:migrate RAILS_ENV=test
4.7 Changing the Output of Running Migrations
By default migrations tell you exactly what they're doing and how long it took. A migration creating a table and adding an index might produce output like this
== CreateProducts: migrating =================================================
-- create_table(:products)
-> 0.0028s
== CreateProducts: migrated (0.0028s) ========================================
Several methods are provided in migrations that allow you to control all this:
Method | Purpose |
---|---|
suppress_messages |
Takes a block as an argument and suppresses any output generated by the block. |
say |
Takes a message argument and outputs it as is. A second boolean argument can be passed to specify whether to indent or not. |
say_with_time |
Outputs text along with how long it took to run its block. If the block returns an integer it assumes it is the number of rows affected. |
For example, take the following migration:
class CreateProducts < ActiveRecord::Migration[7.1]
def change
suppress_messages do
create_table :products do |t|
t.string :name
t.text :description
t.timestamps
end
end
say "Created a table"
suppress_messages { add_index :products, :name }
say "and an index!", true
say_with_time 'Waiting for a while' do
sleep 10
250
end
end
end
This will generate the following output:
== CreateProducts: migrating =================================================
-- Created a table
-> and an index!
-- Waiting for a while
-> 10.0013s
-> 250 rows
== CreateProducts: migrated (10.0054s) =======================================
If you want Active Record to not output anything, then running bin/rails db:migrate
VERBOSE=false
will suppress all output.
5 Changing Existing Migrations
Occasionally you will make a mistake when writing a migration. If you have
already run the migration, then you cannot just edit the migration and run the
migration again: Rails thinks it has already run the migration and so will do
nothing when you run bin/rails db:migrate
. You must rollback the migration (for
example with bin/rails db:rollback
), edit your migration, and then run
bin/rails db:migrate
to run the corrected version.
In general, editing existing migrations is not a good idea. You will be creating extra work for yourself and your co-workers and cause major headaches if the existing version of the migration has already been run on production machines.
Instead, you should write a new migration that performs the changes you require. Editing a freshly generated migration that has not yet been committed to source control (or, more generally, which has not been propagated beyond your development machine) is relatively harmless.
The revert
method can be helpful when writing a new migration to undo previous
migrations in whole or in part (see Reverting Previous Migrations above).
6 Schema Dumping and You
6.1 What are Schema Files for?
Migrations, mighty as they may be, are not the authoritative source for your database schema. Your database remains the source of truth.
By default, Rails generates db/schema.rb
which attempts to capture the current
state of your database schema.
It tends to be faster and less error prone to create a new instance of your
application's database by loading the schema file via bin/rails db:schema:load
than it is to replay the entire migration history.
Old migrations may fail to apply correctly if those migrations use changing
external dependencies or rely on application code which evolves separately from
your migrations.
Schema files are also useful if you want a quick look at what attributes an Active Record object has. This information is not in the model's code and is frequently spread across several migrations, but the information is nicely summed up in the schema file.
6.2 Types of Schema Dumps
The format of the schema dump generated by Rails is controlled by the
config.active_record.schema_format
setting defined in
config/application.rb
. By default, the format is :ruby
, or alternatively can
be set to :sql
.
6.2.1 Using the default :ruby
schema
When :ruby
is selected, then the schema is stored in db/schema.rb
. If you look
at this file you'll find that it looks an awful lot like one very big migration:
ActiveRecord::Schema[7.1].define(version: 2008_09_06_171750) do
create_table "authors", force: true do |t|
t.string "name"
t.datetime "created_at"
t.datetime "updated_at"
end
create_table "products", force: true do |t|
t.string "name"
t.text "description"
t.datetime "created_at"
t.datetime "updated_at"
t.string "part_number"
end
end
In many ways this is exactly what it is. This file is created by inspecting the
database and expressing its structure using create_table
, add_index
, and so
on.
6.2.2 Using the :sql
schema dumper
However, db/schema.rb
cannot express everything your database may support such
as triggers, sequences, stored procedures, etc.
While migrations may use execute
to create database constructs that are not
supported by the Ruby migration DSL, these constructs may not be able to be
reconstituted by the schema dumper.
If you are using features like these, you should set the schema format to :sql
in order to get an accurate schema file that is useful to create new database
instances.
When the schema format is set to :sql
, the database structure will be dumped
using a tool specific to the database into db/structure.sql
. For example, for
PostgreSQL, the pg_dump
utility is used. For MySQL and MariaDB, this file will
contain the output of SHOW CREATE TABLE
for the various tables.
To load the schema from db/structure.sql
, run bin/rails db:schema:load
.
Loading this file is done by executing the SQL statements it contains. By
definition, this will create a perfect copy of the database's structure.
6.3 Schema Dumps and Source Control
Because schema files are commonly used to create new databases, it is strongly recommended that you check your schema file into source control.
Merge conflicts can occur in your schema file when two branches modify schema.
To resolve these conflicts run bin/rails db:migrate
to regenerate the schema file.
Newly generated Rails apps will already have the migrations folder included in the git tree, so all you have to do is be sure to add any new migrations you add and commit them.
7 Active Record and Referential Integrity
The Active Record way claims that intelligence belongs in your models, not in the database. As such, features such as triggers or constraints, which push some of that intelligence back into the database, are not recommended.
Validations such as validates :foreign_key, uniqueness: true
are one way in
which models can enforce data integrity. The :dependent
option on associations
allows models to automatically destroy child objects when the parent is
destroyed. Like anything which operates at the application level, these cannot
guarantee referential integrity and so some people augment them with foreign
key constraints in the database.
Although Active Record does not provide all the tools for working directly with
such features, the execute
method can be used to execute arbitrary SQL.
8 Migrations and Seed Data
The main purpose of Rails' migration feature is to issue commands that modify the schema using a consistent process. Migrations can also be used to add or modify data. This is useful in an existing database that can't be destroyed and recreated, such as a production database.
class AddInitialProducts < ActiveRecord::Migration[7.1]
def up
5.times do |i|
Product.create(name: "Product ##{i}", description: "A product.")
end
end
def down
Product.delete_all
end
end
To add initial data after a database is created, Rails has a built-in 'seeds' feature that speeds up the process. This is especially useful when reloading the database frequently in development and test environments, or when setting up initial data for production.
To get started with this feature, open up db/seeds.rb
and add some Ruby code,
then run bin/rails db:seed
.
The code here should be idempotent so that it can be executed at any point in every environment.
["Action", "Comedy", "Drama", "Horror"].each do |genre_name|
MovieGenre.find_or_create_by!(name: genre_name)
end
This is generally a much cleaner way to set up the database of a blank application.
9 Old Migrations
The db/schema.rb
or db/structure.sql
is a snapshot of the current state of
your database and is the authoritative source for rebuilding that database. This
makes it possible to delete or prune old migration files.
When you delete migration files in the db/migrate/
directory, any environment
where bin/rails db:migrate
was run when those files still existed will hold a
reference to the migration timestamp specific to them inside an internal Rails
database table named schema_migrations
. This table is used to keep track of
whether migrations have been executed in a specific environment.
If you run the bin/rails db:migrate:status
command, which displays the status
(up or down) of each migration, you should see ********** NO FILE **********
displayed next to any deleted migration file which was once executed on a
specific environment but can no longer be found in the db/migrate/
directory.
9.1 Migrations from Engines
There's a caveat, though with Engines. Rake tasks to install migrations from
engines are idempotent, meaning they will have the same result no matter how
many times they are called. Migrations present in the parent application due to
a previous installation are skipped, and missing ones are copied with a new
leading timestamp. If you deleted old engine migrations and ran the install task
again, you'd get new files with new timestamps, and db:migrate
would attempt
to run them again.
Thus, you generally want to preserve migrations coming from engines. They have a special comment like this:
# This migration comes from blorgh (originally 20210621082949)
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