Rails load_defaults Upgrade Skill

This skill guides the incremental upgrade of config.load_defaults in a Rails application. The process walks through each config introduced in a new Rails version, one at a time, so the user can test each change in isolation.

Overview

When a Rails app has a load_defaults version lower than its Rails version, there are framework default configs that need to be adopted. This skill:

1. Detects the current load_defaults version
2. Determines the next target version
3. Generates the new_framework_defaults_X_Y.rb initializer with all configs commented
4. Walks through each config one by one, analyzing the codebase to recommend values
5. Waits for the user to test/commit each change before moving to the next
6. Consolidates into config/application.rb when all configs are done

Step 1: Detect Current State

Read config/application.rb and look for:

config.load_defaults X.Y

Also check if a config/initializers/new_framework_defaults_*.rb file already exists (the user may be mid-upgrade).

Report to the user:

• Current load_defaults version
• Current Rails version (from Gemfile.lock)
• Which version transitions are needed (e.g., 6.1 → 7.0 → 7.1 → 7.2)

Step 2: Load Version Config Reference

Read the appropriate config reference file for the target version:

• 5.0: configs/5_0.yml
• 5.1: configs/5_1.yml
• 5.2: configs/5_2.yml
• 6.0: configs/6_0.yml
• 6.1: configs/6_1.yml
• 7.0: configs/7_0.yml
• 7.1: configs/7_1.yml
• 7.2: configs/7_2.yml

Each config file contains entries organized into tiers with lookup patterns and decision trees for each config.

Step 3: Create the Initializer File

If no new_framework_defaults_X_Y.rb exists yet, copy the template from the templates/ directory into the app's config/initializers/:

• 5.0: Copy templates/new_framework_defaults_5_0.rb → config/initializers/new_framework_defaults_5_0.rb
• 5.1: Copy templates/new_framework_defaults_5_1.rb → config/initializers/new_framework_defaults_5_1.rb
• 5.2: Copy templates/new_framework_defaults_5_2.rb → config/initializers/new_framework_defaults_5_2.rb
• 6.0: Copy templates/new_framework_defaults_6_0.rb → config/initializers/new_framework_defaults_6_0.rb
• 6.1: Copy templates/new_framework_defaults_6_1.rb → config/initializers/new_framework_defaults_6_1.rb
• 7.0: Copy templates/new_framework_defaults_7_0.rb → config/initializers/new_framework_defaults_7_0.rb
• 7.1: Copy templates/new_framework_defaults_7_1.rb → config/initializers/new_framework_defaults_7_1.rb
• 7.2: Copy templates/new_framework_defaults_7_2.rb → config/initializers/new_framework_defaults_7_2.rb

These templates contain the exact canonical Rails initializer with all configs commented out, matching what rails app:update would generate. Always use the template rather than generating from scratch — this ensures the comments, formatting, and config ordering match the Rails source.

Step 4: Iterative Config Walkthrough

Process configs in order from safest (Tier 1) to those needing analysis (Tier 2).

For each config:

4a. Analyze the Codebase

Run the lookup patterns defined in the config reference:

• Use grep -r or find to search for the patterns listed
• Check the specific files/directories indicated
• Apply the decision tree to determine the recommended value

4b. Present Recommendation

Tell the user:

• What the config does (old behavior → new behavior)
• What you found in their codebase
• Your recommended value and why
• Risk level (low/medium/high)

4c. Apply the Change

Once the user agrees:

• Uncomment the config line in the initializer file
• Set the value (either the new default or the override value)

4d. Wait for User

Stop and wait. The user will:

• Commit and push the change
• Run CI or manually test
• Come back to confirm success or report failure

If the change broke something:

• Re-comment the config line or set it to the old value
• Note it as needing investigation
• Move to the next config

4e. Handle application_rb_only Configs

Some configs are marked application_rb_only in the version reference YAML. These cannot go in the initializer file and must be tested directly in config/application.rb.

During the iterative walkthrough, when you reach these configs:

• Add them explicitly in config/application.rb (after the existing load_defaults line) so they can be tested in isolation
• Mark them with a comment so they're easy to find during consolidation:

config.load_defaults 6.1

# TESTING load_defaults 7.0 — remove during consolidation if using new default
config.active_support.cache_format_version = 7.0

• Wait for the user to test/commit as with any other config

4f. Track Progress

Keep track of which configs have been processed by reading the initializer file. Commented lines = pending. Uncommented lines = done.

For application_rb_only configs, track them by looking for the # TESTING load_defaults comments in config/application.rb.

Step 5: Consolidation

When all configs in the initializer have been uncommented and tested:

1. Delete the config/initializers/new_framework_defaults_X_Y.rb file

2. Update config.load_defaults in config/application.rb to the new version

3. CRITICAL: For any configs where you kept the OLD behavior/value (i.e., did not adopt the new default), you MUST add explicit overrides in config/application.rb after the load_defaults line. If you skip this, setting load_defaults to the new version will silently switch those configs to their new default values — undoing your deliberate decision to keep the old behavior.

   Each config entry in the version reference YAML includes an old_default field. Use that value for the override.

config.load_defaults 7.0

# Override: kept old behavior because CSS targets input[type=submit] from button_to
config.action_view.button_to_generates_button_tag = false

# Override: kept old behavior because app uses namespaced UUIDs as stored identifiers
config.active_support.use_rfc4122_namespaced_uuids = false

4. Remove application_rb_only configs that use the NEW default. During testing (Step 4e), these were added explicitly in config/application.rb with # TESTING load_defaults comments. Now that load_defaults is set to the new version, the new defaults are already implied — keeping them is redundant. Remove them.

   Only keep application_rb_only configs if you chose the OLD value:

config.load_defaults 7.0

# load_defaults 7.0 already sets cache_format_version = 7.0,
# so do NOT explicitly set it here. Just remove the testing line.

# Override: kept old behavior because [reason]
config.active_support.disable_to_s_conversion = false

5. Remind the user to commit and do a final round of testing.

Step 6: Next Version

If more version transitions are needed, start again at Step 2 with the next version.

Important Notes

• Never rush through configs. Each one gets its own commit and test cycle.
• Some configs have notes saying they must go in config/application.rb (not the initializer). Flag these clearly and handle them during consolidation.
• When the decision tree says "if unsure, keep the old default" — do that. It's always safer to be conservative.
• The user's testing (CI, manual QA) is the ultimate arbiter. The codebase analysis is guidance, not gospel.