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Upgrade guide

We generally push changes behind the scenes, so you don't have to update your code, but sometimes the public API is updated too.

Follow these guides to make sure your configuration files are up to date.

Upgrade from 2.20 to 2.21

In version 2.20 we discovered a bug in the associated policy methods (create_{association}?, attach_{association}?, etc.). The record that you would get in that method would have been the parent record, not the actual record that you were trying to authorize. After further investigation we found out that we can sometimes expose the parent record and sometimes expose the child record.

In the Post has_many Comments example, when you want to authorize show_comments? in PostPolicy you will have a Comment instance as the record variable, but when you try to authorize the attach_comments?, you won't have that Comment instance because you want to create one, but we expose the parent Post instance so you have more information about that authorization action that you're trying to make.

So there isn't a guide to follow per-se for this upgrade, but you just have to check your association policy methods are applied correctly.

Updated a few translation strings

We found some incoherences around I18n localization on empty tables messages. More info on that in this discussion. So we decided to keep it simple, changing those messages to a generic message that applies to all tables.

# Before
no_item_found: No %{item} found 
no_related_item_found: No related %{item} found 

# After
no_item_found: No record found 
no_related_item_found: No related record found 

To fix that run bin/rails generate avo:locales to re-generate the locale files.

Upgrade from 2.19 to 2.20

If you have some action declared inside self.show_controls = -> do block, you should assure that action it's also declared on the host resource, outside of that block. That happens because we added arguments on actions and in order to get the action arguments we search inside resource declared actions. We already noticed that arguments declared inside self.show_controls = -> do are not respected and we are improving this whole experience on Avo 3.0.

class FishResource < Avo::BaseResource
  self.title = :name

  self.show_controls = -> do
    # In order to be used here
    action ReleaseFish, style: :primary, color: :fuchsia

  # Should be declared here
  action ReleaseFish, arguments: { both_actions: "Will use them" }

Upgrade from 2.18 to 2.19

Add a dashboards directory

If you happen to get a Zeitwerk::Error regarding /app/avo/dashboards is not a directory, just create a dashboards directory inside /app/avo. Run mkdir app/avo/dashboards in the root path of your project.

We're not sure why this error pops up, and it doesn't happen to everyone.

Remove the params from the visible block in actions

In 2.19, we added the visibility block for filters. We used the same logic applyed to the actions visible block and in that upgrade process, we changed the way that visibility block works, you need to do a minor update to your code and remove the arguments from yours visibility blocks inside your actions. This way, both, filter and actions, uses the same visibility block and it's more flexible and future-proof. From now on we can give access to new params inside that blocks without making you to change your code again.

# Before
self.visible = ->(resource:, view:) do 

# After
self.visible = -> do 

To make it easier for you to migrate, we made this ruby script

DONT_TOUCH = ['.', '..', $0]
OLD_VISIBLE_BLOCK = "self.visible = ->(resource:, view:) do"
NEW_VISIBLE_BLOCK = "self.visible = -> do"

def remove_args_from_visible_block(file_name)
  content = file_name
  content.gsub!(OLD_VISIBLE_BLOCK, NEW_VISIBLE_BLOCK), "w") { |file| file << content }

Dir.foreach(".") {|file_name| remove_args_from_visible_block file_name unless DONT_TOUCH.include? file_name}


  • Create a ruby file in your actions folder (ex: app/avo/actions/remove_args_from_visible_block.rb) with the content above.
  • Open terminal inside your actions folder
  • Execute the script: $ ruby remove_args_from_visible_block.rb
  • Remove the upgrade script

Expected behavior The script should replace all self.visible = ->(resource:, view:) do with self.visible = -> do.

Upgrade from 2.17 to 2.18

Manually require some gems

In an effort to slim Avo down and require less gems by default, we removed some default dependencies.

Action required

  • If you're using using the file and files fields include activestorage and image_processing gems
  • If you're using using the country field include the countries gem
  • If you're using using the Dashboards feature include the chartkick gem
  • If you're using using the Authorization feature include the pundit gem

To successfully migrate, your Gemfile should contain these gems:

# Minimal authorization through OO design and pure Ruby classes
gem "pundit"

# Active Storage makes it simple to upload and reference files
gem "activestorage"

# High-level image processing wrapper for libvips and ImageMagick/GraphicsMagick
gem "image_processing"

# All sorts of useful information about every country packaged as convenient little country objects.
gem "countries"

# Create beautiful JavaScript charts with one line of Ruby
gem "chartkick"

No action required

  • Removed the rails requirement in favor of activerecord and actionview.

Upgrade from 2.16 to 2.17

Field internals changes


You only need to follow these instructions if you have added custom fields to Avo. If you haven't, you'll probably be just fine without

We changed the way we handle the field and field wrapper internals.

  1. Merged edit_field_wrapper and show_field_wrapper and their components into one common field_wrapper method and component combo. The index_field_wrapper remains the same.
  2. displayed_in_modal was renamed to compact
  3. Added the stacked option to the Show and Edit fields and field wrapper that makes the label and field have a column-like appearance like they do on mobile.
  4. Added a field_wrapper_args method to the Avo::Fields::EditComponent (to the base fields for Show and Edit fields).

These changes will not affect you at all if you don't have any custom fields added, but if you do, you will need to go into your custom fields and tweak the Edit and Show partials for your custom fields like so:

- <%= edit_field_wrapper field: @field, index: @index, form: @form, resource: @resource, displayed_in_modal: @displayed_in_modal do %>
+ <%= field_wrapper **field_wrapper_args do %>

That will ensure the right arguments are going to be passed to the field wraper component. You may, however, tweak them like so:

<%= field_wrapper **field_wrapper_args, compact: true do %>

Also we recommend using methods instead of instance variables for field, form, resource, etc.

Upgrade from 2.13 to 2.14

Please ensure that you have Rails.application.secrets.secret_key_base or ENV['SECRET_KEY_BASE'] available and at least 32 characters long.

Also, run bin/rails generate avo:locales to regenerate the locales files.

Upgrade from 2.12 to 2.13

Remove the params from the search_query block

In 2.13, we added scoped search on has_many associations. Unfortunately, in that upgrade process, we changed the way search_query works, and you need to do a minor update to your code and remove the block params. This way, it's more flexible and future-proof.

# Before
self.search_query = ->(params:) do
  scope.ransack(id_eq: params[:q], m: "or").result(distinct: false)

# After
self.search_query = -> do
  scope.ransack(id_eq: params[:q], m: "or").result(distinct: false)

To make it easier for you to migrate, we made this ruby script

DONT_TOUCH = ['.', '..', $0]
OLD_SEARCH_QUERY = "self.search_query = ->(params:) do"
NEW_SEARCH_QUERY = "self.search_query = -> do"

def remove_params_keyword(file_name)
  content = file_name
  content.gsub!(OLD_SEARCH_QUERY, NEW_SEARCH_QUERY), "w") { |file| file << content }

Dir.foreach(".") {|file_name| remove_params_keyword file_name unless DONT_TOUCH.include? file_name}


  • Create a ruby file in your resources folder (ex: app/avo/resources/remove_params_keyword.rb) with the content above.
  • Execute the script: $ ruby remove_params_keyword.rb
  • Remove the upgrade script

Expected behavior The script should replace all self.search_query = ->(params:) do with self.search_query = -> do.

Upgrade from 2.10 to 2.11

Avo uses the locale configuration from the initializer

In 2.11 a change was pushed, so Avo uses the locale configuration option from the avo.rb initializer.

Avo.configure do |config|
  config.locale = :en # default is nil

So if you get locale-related crashes after an update, make sure the locale is set to a valid locale or set it to nil if you want to fall back to what you have configured in your app.

Change the format option in the date time and date fields

One of the features of the date-_ime field is to show the value in the browser's time zone. However, we can't know that until we load the page, hence we are going to parse and format the date on the browser side.

Avo uses luxon to do that, so you'll have to change the tokens to match. Use this list of tokens here.

Upgrade from 2.8 to 2.9

Avo generates paths based on the resource name not the model name

We made this change so you get more predictable paths. You really shouldn't have to do anything. You will be affected only if you have hardcoded paths towards Avo. For example, if you have a SubscriptionResource with self.model_class = Pay::Subscription, the resource path before was /avo/resurces/pay_subscriptions and now it's going to be /avo/resurces/subscriptions. the path will be build following the resource class, not the model class.

Get more information on this ticket.

Actions are visible on the Edit view

We changed the way we display Actions. Now they will be visible on the Edit view too. You my disable that using the visible option on each action.

self.visible = -> (resource:, view:) {[:index, :show]) }

Eject translation files

Before 2.9 we were loading the translation directory in the engine file so your translation files would get less important and wouldn't load for those languages we provided. We fixed that by removing Avo's directory

To fix this, eject the files we provide out of the box using bin/rails generate avo:locales.

Upgrade from 2.7 to 2.8

Pass the resource to the show_field_wrapper in custom fields

When we added the Stimulus JS integration we used the field wrappers to add the HTML attributes. The fields generator didn't pass the resource to the field wrapper so all fields generated before don't have it and you need to add it manually. resource: @resource, to show_field_wrapper.

<!-- Before -->
<%= show_field_wrapper field: @field, index: @index do %>
  <%= @field.value %>
<% end %>

<!-- After -->
<%= show_field_wrapper field: @field, resource: @resource, index: @index do %>
  <%= @field.value %>
<% end %>

Changed the way the ranges option is processed

We no longer process the ranges option to cast integers as days. The ranges option is passed to the options_for_select helper, so it behaves more like a regular select_tag.

# Before
class UsersMetric < Avo::Dashboards::MetricCard = 'users_metric'
  self.label = 'Users count'
  self.initial_range = 30
  self.ranges = [7, 30, 60, 365, 'TODAY', 'MTD', 'QTD', 'YTD', 'ALL']

# After
class UsersMetric < Avo::Dashboards::MetricCard = 'users_metric'
  self.label = 'Users count'
  self.initial_range = 30
  self.ranges = {
    "7 days": 7,
    "30 days": 30,
    "60 days": 60,
    "365 days": 365,
    Today: "TODAY",
    "Month to date": "MTD",
    "Quarter to date": "QTD",
    "Year to date": "YTD",
    All: "ALL"

Upgrade from 2.5 to 2.6

Change the way the cards run their queries

We made a change to the way you build your queries in cards. Instead of using the query block, you can use the query method.

The change should be straightforward and shouldn't really impact the logic of your card. You'll have access to all the same data as before.

class AmountRaised < Avo::Dashboards::MetricCard = "amount_raised"
  self.label = "Amount raised"
  # self.description = "Some description"
  # self.cols = 1
  # self.initial_range = 30
  # self.prefix = ""
  # self.suffix = ""

  # Before
  query do
    result 9001

  # Current
  def query
    result 9001

Upgrade from 2.4 to 2.5

Change the way the scope is declared in associations

We changed how we add scopes to associations to make the API more flexible and extendable. You have to append query. to the scope.

Also, you now have access to a few more pieces of information inside that block. You can use the parent, which is the actual parent record (User in the example below) of that association.

# app/models/comment.rb
class Comment < ApplicationRecord
  belongs_to :user, optional: true

  scope :starts_with, -> (prefix) { where('LOWER(body) LIKE ?', "#{prefix}%") }

# app/models/user.rb
class User < ApplicationRecord
  has_many :comments

# app/avo/resources/user_resource.rb
class UserResource < Avo::BaseResource
  # Version before v2.5.0
  field :comments, as: :has_many, scope: -> { starts_with :a }

# app/avo/resources/user_resource.rb
class UserResource < Avo::BaseResource
  # Version after v2.5.0
  field :comments, as: :has_many, scope: -> { query.starts_with :a }

Upgrade from 1.x to 2.0

Update the gem

Run bundle update avo to update your gem. If you have a Pro license, follow this guide to update your license.

Update your sidebar & profile partials

We changed some of the remaining partials to view_components.

View components

Renamed the following view components:

  • NavigationLinkComponent to SidebarItemComponent.
  • NavigationHeadingComponent to SidebarHeadingComponent.


We added the following tags:

  • avo.details

Removed the following tags:

  • avo.resource_details
  • avo.update_item


Renamed RelationsController to AssociationsController