HOWTO: Upgrade Spree 1.3.3 to 2.0.4

These steps were sufficient to upgrade Cult Cosmetics to Spree 2.0.4 from 1.3.3. Here are some details on our environment.

We only have single-variant products
We are not making use of stock locations (single warehouse)
Frontend entirely overridden w/ custom bootstrap layout
Braintree gateway
Rails 3.2.14
Upgraded from Ruby 1.9.3-p448 to 2.0.0-p247 in the process (no issues)

Pull requests are encouraged to update this with steps that I missed!

Lessons learned (the hard way)

MailMethods have been refactored. This breaks your existing mail config.
Shipping Calculators have been refactored. This breaks your existing shipping calculators.
Shipping Category is now required for all products and shipping methods. Checkout will just stop at the delivery step with no explanation if you don't have this configured.
Lots has been changed in the frontend code, which has been refactored out into the spree_frontend gem. If you're overriding the views, there is plenty more to do that I'll document later, although I probably only scratched the surface.

Steps I followed

Update Spree and extensions in your Gemfile

gem 'spree', '~> 2.0.4'
# Should work for most extensions
gem 'spree_gateway', github: 'spree/spree_gateway', branch: '2-0-stable'

bundle install (or just bundle if you're super-cool)
bundle exec rake railties:install:migrations && bundle exec rake db:migrate
Edit app/assets/javascripts/admin/all.js

-//= require admin/spree_core
-//= require admin/spree_promo
+//= require admin/spree_backend

Edit app/assets/javascripts/store/all.js

-//= require admin/spree_core
-//= require admin/spree_promo
+//= require admin/spree_backend

Edit app/assets/stylesheets/admin/all.css

- *= require admin/spree_core
- *= require admin/spree_promo
+ *= require admin/spree_backend

Edit app/assets/stylesheets/admin/all.css

- *= require admin/spree_core
- *= require admin/spree_promo
+ *= require admin/spree_frontend

Shipments need a stock location and your existing shipments won't have one. rails g migration AddStockLocationToShipments

Should contain: (obviously this is more complicated if you're actually planning on using multiple Stock Locations)

location = Spree::StockLocation.find_by_name('default')
Spree::Shipment.update_all(stock_location_id: location.id)

You need a Shipping Category if you don't already have one (they weren't required before 2.0). Every Product && Shipping Method needs a shipping category assigned to it as well. rails g migration CreateDefaultShippingCategory

Should contain: ```ruby default_category = Spree::ShippingCategory.first default_category ||= Spree::ShippingCategory.create!(:name => "Default")

Spree::ShippingMethod.all.each do |method|
  method.shipping_categories << default_category if method.shipping_categories.blank?
end

Spree::Product.where(shipping_category_id: nil).update_all(shipping_category_id: default_category.id)
```

New Products also need a shipping category but this isn't obvious in the Admin. I chose to set it before a new Product is created in app/controllers/admin/products_controller_decorator.rb

Spree::Admin::ProductsController.class_eval do

  new_action.before :set_shipping_category

  private

  def set_shipping_category
    @product.shipping_category = Spree::ShippingCategory.first # or whichever category your heart desires
  end
end

This one is a doozy. Spree 2.0 uses new Shipping Calculators that are separate from the old Spree::Calculator classes. This insane migration will recreate your calculators using the new models and copy over your old preferences. rails g migration MigrateOldShippingCalculators

Spree::ShippingMethod.all.each do |shipping_method|
  old_calculator = shipping_method.calculator
  next if old_calculator.class < Spree::ShippingCalculator # We don't want to mess with new shipping calculators
  new_calculator = eval("Spree::Calculator::Shipping::#{old_calculator.class.name.demodulize}").new
  new_calculator.preferences.keys.each do |pref|
    # Preferences can't be read/set by name, you have to prefix preferred_
    pref_method = "preferred_#{pref}"
    new_calculator.send("#{pref_method}=", old_calculator.send(pref_method))
  end
  new_calculator.save
  shipping_method.calculator = new_calculator
end

See this comment if you have custom shipping calculators: https://gist.github.com/swrobel/6343549#comment-918763

Mail Methods have also been refactored, breaking your existing mail config. I prefer to just set up the ActionMailer config in my environment config files (production.rb, development.rb, etc) and use the new setting to prevent spree from overriding ActionMailer like so:

# config/initializers/spree.rb
Spree.config do |config|
  config.override_actionmailer_config = false
  config.mails_from = 'Your Company <[email protected]>'
  # Set domain for emails
  ActionMailer::Base.default_url_options[:host] = config.site_url
end

Otherwise, just make sure to go into the Admin and set up your Mail config again for 2.0

Replace any instances of t(:translation) in your code with Spree.t(:translation)
If you were using the Spree::Config.show_zero_stock_products = false option, use my extension to bring it back:

gem 'spree_zero_stock_products'

```ruby
# config/initializers/spree.rb
Spree.config do |config|
  config.show_zero_stock_products = false # Default is true
end
```

If you were using the Spree::Config.allow_backorders = false option, rails g migration SetBackorderableToFalse:

Spree::StockItem.update_all(backorderable: false)
Spree::StockLocation.update_all(backorderable_default: false)

swrobel/spree_1.3.3_to_2.0.4.md

HOWTO: Upgrade Spree 1.3.3 to 2.0.4

Lessons learned (the hard way)

Steps I followed

kennyadsl commented Sep 30, 2013

ayraju commented Oct 1, 2013

swrobel commented Oct 11, 2013

brchristian commented Dec 25, 2013

bbuchalter commented May 10, 2014