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@dfl dfl commented Nov 7, 2025

Problem

The current schema file approach () has a critical limitation that affects upgrades:

return if required_tables.all? { |table| connection.table_exists?(table) }

This check causes the schema loader to skip execution if tables already exist, making it impossible to add new columns when releasing gem updates.

Real-World Impact

When v0.2.4 added the tagging feature with new tags columns, existing installations experienced this error:

NameError (undefined local variable or method 'tags' for an instance of RailsPulse::Request)

Users had to manually create migrations to add the missing columns, resulting in:

  • Production deployment failures
  • Two-stage deployments (disable feature → migrate → re-enable)
  • Poor upgrade experience

Solution

This PR implements installable migrations following Rails community standards (like ActiveStorage, ActionText, Solid Queue, Devise, Doorkeeper).

What Changed

1. New Migration-Based Installation (Default)

rails generate rails_pulse:install  # Now creates migrations
rails db:migrate

Benefits:

  • Works with standard Rails migration workflow
  • Visible in db:migrate:status
  • Version controlled with your app
  • Clear audit trail of schema changes

2. Intelligent Upgrade Generator

rails generate rails_pulse:upgrade

Features:

  • Auto-detects missing columns/tables
  • Generates only necessary migrations
  • Handles schema-based → migration-based transition
  • Idempotent (safe to run multiple times)

3. Standalone Migrations Generator

rails generate rails_pulse:migrations

Copies all migration templates to your app for manual review/customization.

New Migration Templates

All templates include existence checks for idempotency:

  1. create_rails_pulse_tables.rb - Complete initial schema
  2. add_tags_to_rails_pulse_tables.rb - Tags feature (v0.2.4)
  3. add_query_analysis_columns.rb - Query analysis enhancements
  4. create_rails_pulse_summaries.rb - Summaries table with indexes

Backwards Compatibility

✅ Existing schema-based installations continue working
✅ Legacy behavior available via --use_schema flag
✅ No breaking changes to existing APIs
✅ Schema file maintained for backwards compatibility

Documentation

Added comprehensive "Upgrading" section to README covering:

  • Migration-based upgrades (recommended)
  • Upgrading from schema-based installations
  • Common issues and solutions
  • Manual upgrade steps (alternative)
  • Best practices for production

Why This Matters

Industry Standard Approach:
Most popular Rails gems use migrations:

  • Devise: rails generate devise:install
  • Doorkeeper: rails generate doorkeeper:migration
  • Solid Queue: rails generate solid_queue:install
  • ActiveStorage: rails active_storage:install:migrations

Developer Expectations:
Rails developers understand and trust migrations. Using schema files for incremental updates is non-standard and causes confusion.

Production Safety:

  • Migrations can be reviewed before deployment
  • Database changes are explicit and version controlled
  • Rollback strategies are well-understood
  • CI/CD pipelines know how to handle them

Testing

This PR maintains all existing functionality while adding the new migration system:

  • ✅ Fresh installations work with migrations
  • ✅ Existing installations can upgrade via generator
  • ✅ Schema file approach still available (legacy)
  • ✅ All migration templates include safety checks

Future Releases

With this system in place, future schema changes will be seamless:

  1. Add new migration template to gem
  2. Users run: rails generate rails_pulse:upgrade
  3. Generator detects new migration needed
  4. User runs: rails db:migrate

No more manual intervention or two-stage deployments required.


This resolves the upgrade path issue and aligns Rails Pulse with Rails community standards. Would love feedback on the approach!

This PR introduces a migration-based schema management system to address
upgrade issues with the current schema-file approach.

## Problem

The current schema file (db/rails_pulse_schema.rb) skips loading if tables
already exist, making it impossible to add new columns in gem updates.
This caused production issues when v0.2.4 added tags columns to existing
installations.

## Solution

Implement installable migrations following Rails community standards:

### New Generators

1. **rails generate rails_pulse:install** (updated)
   - Now uses migrations by default (recommended)
   - Creates create_rails_pulse_tables migration with all current schema
   - Legacy --use_schema flag available for backwards compatibility

2. **rails generate rails_pulse:migrations** (new)
   - Standalone generator for copying migrations to user's app
   - Follows pattern used by ActiveStorage, ActionText, Solid Queue

3. **rails generate rails_pulse:upgrade** (new)
   - Intelligent upgrade system that detects missing columns/tables
   - Generates only necessary migrations based on current schema state
   - Handles upgrades from schema-based to migration-based installations

### Migration Templates

- create_rails_pulse_tables.rb - Complete initial schema with all tables
- add_tags_to_rails_pulse_tables.rb - Add tags columns (v0.2.4 feature)
- add_query_analysis_columns.rb - Add query analysis columns
- create_rails_pulse_summaries.rb - Add summaries table

All templates include column_exists? checks for idempotency.

## Benefits

✅ Standard Rails workflow familiar to all developers
✅ Incremental schema changes handled automatically
✅ Works with db:migrate:status and other Rails tools
✅ Clear upgrade path documented
✅ No breaking changes - schema file still supported

## Documentation

Updated README with:
- New "Upgrading" section with detailed instructions
- Common upgrade issues and solutions
- Migration-based vs schema-based approaches
- Best practices for production deployments

## Backwards Compatibility

- Existing schema-based installations continue to work
- --use_schema flag preserves legacy behavior
- Upgrade generator handles migration from old to new approach

Fixes the issue described in: [user's upgrade experience with v0.2.4]
@dfl dfl marked this pull request as draft November 7, 2025 20:17
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dfl commented Nov 7, 2025

oops, Claude code did this for me but I didn't expect it would go this far and make the whole PR. I need to review it myself still, so moved it to draft status.

railspulse pushed a commit that referenced this pull request Nov 12, 2025
This commit adds a test that reproduces the core issue PR #66 aims to fix:
when upgrading from v0.2.3 to v0.2.4, the schema-based approach fails to
add new columns because db:prepare skips table creation when tables exist.

Changes:
- Added test_schema_based_upgrade_problem_v023_to_v024 to bin/test_generators
- Test simulates v0.2.3 → v0.2.4 upgrade scenario
- Demonstrates tags column not being added during upgrade
- Shows resulting NameError when trying to use tags feature
- Added helper methods: create_old_schema_without_tags, create_new_schema_with_tags
- Added verification methods for missing columns
- Created TESTING_PR66_ISSUES.md documentation explaining the test

The test passes by confirming the problem exists, providing evidence for
why PR #66's migration-based upgrade system is needed.
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