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Ruby library to automatically preload data for your Active Model Serializers
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 Dependencies

Development

~> 1.6
~> 0.9
>= 0
~> 3.2
~> 4.17
~> 1.3

Runtime

 Project Readme

ActiveLoaders

  • Automatically preload associations for your serializers
  • Specify custom SQL snippets for virtual attributes (Query attributes)
  • Write custom preloading logic in a reusable way

Note: the API of this gem is still unstable and may change between versions. This project uses semantic versioning, however until version 1.0.0, minor version (MAJOR.MINOR.PATCH) changes may include API changes, but patch version will not)

Datasource talk
A 30-min talk about Datasource

Install

Ruby version requirement:

  • MRI 2.0 or higher
  • JRuby 9000

Supported ORM:

  • ActiveRecord
  • Sequel

Add to Gemfile (recommended to use github version until API is stable)

gem 'active_loaders', github: 'kundi/active_loaders'
bundle install
rails g datasource:install

Upgrade

rails g datasource:install

Introduction

The most important role of ActiveLoaders is to help prevent and fix the N+1 queries problem when using Active Model Serializers.

This gem depends on the datasource gem that handles actual data loading. What this gem adds on top of it is integration with Active Model Serializers. It will automatically read your serializers to make datasource preload the necessary associations. Additionally it provides a simple DSL to configure additional dependencies and test helpers to ensure your queries are optimized.

ActiveLoaders will automatically recognize associations in your serializer when you use the has_many or belongs_to keywords:

class PostSerializer < ActiveModel::Serializer
  belongs_to :blog
  has_many :comments
end

In this case, it will then look in your BlogSerializer and CommentSerializer to properly load them as well (so it is recursive).

When you are using loaded values (explained below), ActiveLoaders will automatically use them if you specify the name in attributes. For example if you have a loaded :comment_count it will automatically be used if you have attributes :comment_count in your serializer.

In case ActiveLoaders doesn't automatically detect something, you can always manually specify it in your serializer using a simple DSL.

A test helper is also provided which you can ensure that your serializers don't produce N+1 queries.

Associations

The most noticable magic effect of using ActiveLoaders is that associations will automatically be preloaded using a single query.

class PostSerializer < ActiveModel::Serializer
  attributes :id, :title
end

class UserSerializer < ActiveModel::Serializer
  attributes :id
  has_many :posts
end
SELECT users.* FROM users
SELECT posts.* FROM posts WHERE id IN (?)

This means you do not need to call includes yourself. It will be done automatically.

Manually include

In case you are not using has_many or belongs_to in your serializer but you are still using the association (usually when you do not embed the association), then you need to manually specify this in your serializer. There are two options depending on what data you need.

includes: use this when you just need a simple includes, which behaves the same as in ActiveRecord.

class UserSerializer < ActiveModel::Serializer
  attributes :id, :post_titles
  loaders do
    includes :posts
    # includes posts: { :comments }
  end

  def post_titles
    object.posts.map(&:title)
  end
end

select: use this to use the serializer loading logic - the same recursive logic that happens when you use has_many or belongs_to. This will also load associations and loaded values (unless otherwise specified).

class UserSerializer < ActiveModel::Serializer
  attributes :id, :comment_loaded_values
  loaders do
    select :posts
    # select posts: [:id, comments: [:id, :some_loaded_value]]
  end

  def comment_loaded_values
    object.posts.flat_map(&:comments).map(&:some_loaded_value)
  end
end

class PostSerializer < ActiveModel::Serializer
  attributes :id
  has_many :comments
end

class CommentSerializer < ActiveModel::Serializer
  attributes :id, :some_loaded_value
end

Query attribute

You can specify a SQL fragment for SELECT and use that as an attribute on your model. This is done through the datasource gem DSL. As a simple example you can concatenate 2 strings together in SQL:

class User < ActiveRecord::Base
  datasource_module do
    query :full_name do
      "users.first_name || ' ' || users.last_name"
    end
  end
end

class UserSerializer < ActiveModel::Serializer
  attributes :id, :full_name
end
SELECT users.*, (users.first_name || ' ' || users.last_name) AS full_name FROM users

Note: If you need data from another table, use a loaded value.

Refactor with standalone Datasource class

If you are going to have more complex preloading logic (like using Loaded below), then it might be better to put Datasource code into its own class. This is pretty easy, just create a directory app/datasources (or whatever you like), and create a file depending on your model name, for example for a Post model, create post_datasource.rb. The name is important for auto-magic reasons. Example file:

class PostDatasource < Datasource::From(Post)
  query(:full_name) { "users.first_name || ' ' || users.last_name" }
end

This is completely equivalent to using datasource_module in your model:

class Post < ActiveRecord::Base
  datasource_module do
    query(:full_name) { "users.first_name || ' ' || users.last_name" }
  end
end

Loaded

You might want to have some more complex preloading logic. In that case you can use a method to load values for all the records at once (e.g. with a custom query or even from a cache). The loading methods are only executed if you use the values, otherwise they will be skipped.

First just declare that you want to have a loaded attribute (the parameters will be explained shortly):

class UserDatasource < Datasource::From(User)
  loaded :post_count, from: :array, default: 0
end

By default, datasource will look for a method named load_<name> for loading the values, in this case load_newest_comment. It needs to be defined in the collection block, which has methods to access information about the collection (posts) that are being loaded. These methods are scope, models, model_ids, datasource, datasource_class and params.

class UserDatasource < Datasource::From(User)
  loaded :post_count, from: :array, default: 0

  collection do
    def load_post_count
      Post.where(user_id: model_ids)
      .group(:user_id)
      .pluck("user_id, COUNT(id)")
    end
  end
end

In this case load_post_count returns an array of pairs. For example: [[1, 10], [2, 5]]. Datasource can understand this because of from: :array. This would result in the following:

post_id_1.post_count # => 10
post_id_2.post_count # => 5
# other posts will have the default value or nil if no default value was given
other_post.post_count # => 0

Besides default and from: :array, you can also specify group_by, one and source. Source is just the name of the load method.

The other two are explained in the following example.

class PostDatasource < Datasource::From(Post)
  loaded :newest_comment, group_by: :post_id, one: true, source: :load_newest_comment

  collection do
    def load_newest_comment
      Comment.for_serializer.where(post_id: model_ids)
        .group("post_id")
        .having("id = MAX(id)")
    end
  end
end

In this case the load method returns an ActiveRecord relation, which for our purposes acts the same as an Array (so we could also return an Array if we wanted). Using group_by: :post_id in the loaded call tells datasource to group the results in this array by that attribute (or key if it's an array of hashes instead of model objects). one: true means that we only want a single value instead of an array of values (we might want multiple, e.g. newest_10_comments). So in this case, if we had a Post with id 1, post.newest_comment would be a Comment from the array that has post_id equal to 1.

In this case, in the load method, we also used for_serializer, which will load the Comments according to the CommentSerializer.

Note that it's perfectly fine (even recommended) to already have a method with the same name in your model. If you use that method outside of serializers/datasource, it will work just as it should. But when using datasource, it will be overwritten by the datasource version. Counts is a good example:

class User < ActiveRecord::Base
  has_many :posts

  def post_count
    posts.count
  end
end

class UserDatasource < Datasource::From(User)
  loaded :post_count, from: :array, default: 0

  collection do
    def load_post_count
      Post.where(user_id: model_ids)
        .group(:user_id)
        .pluck("user_id, COUNT(id)")
    end
  end
end

class UserSerializer < ActiveModel::Serializer
  attributes :id, :post_count # <- post_count will be read from load_post_count
end

User.first.post_count # <- your model method will be called

Params

You can also specify params that can be read from collection methods. The params can be specified when you call render:

# controller
  render json: posts,
    loader_params: { include_newest_comments: true }

# datasource
  loaded :newest_comments, default: []

  collection do
    def load_newest_comments
      if params[:include_newest_comments]
        # ...
      end
    end
  end

Debugging and logging

Datasource outputs some useful logs that you can use debugging. By default the log level is set to warnings only, but you can change it. You can add the following line at the end of your config/initializers/datasource.rb:

Datasource.logger.level = Logger::INFO unless Rails.env.production?

You can also set it to DEBUG for more output. The logger outputs to stdout by default. It is not recommended to have this enabled in production (simply for performance reasons).

Using manually

When using a serializer, ActiveLoaders should work automatically. If for some reason you want to manually trigger loaders on a scope, you can call for_serializer.

Post.for_serializer.find(params[:id])
Post.for_serializer(PostSerializer).find(params[:id])
Post.for_serializer.where("created_at > ?", 1.day.ago).to_a

You can also use it on an existing record, but you must use the returned value (the record may be reloaded e.g. if you are using query attributes).

user = current_user.for_serializer

For even more advanced usage, see Datasource gem documentation.

Testing your serializer queries

ActiveLoaders provides test helpers to make sure your queries stay optimized. By default it expects there to be no N+1 queries, so after the initial loading of the records and associations, there should be no queries from code in the serializers. The helpers raise and error otherwise, so you can use them with any testing framework (rspec, minitest). You need to put some records into the database before calling the helper, since it is required to be able to test the serializer.

test_serializer_queries(serializer_class, model_class, options = {})

Here is a simple example in rspec with factory_girl:

require 'spec_helper'
require 'active_loaders/test'

context "serializer queries" do
  include ActiveLoaders::Test
  let(:blog) { create :blog }
  before do
    2.times {
      create :post, blog_id: blog.id
    }
  end

  it "should not contain N+1 queries" do
    expect { test_serializer_queries(BlogSerializer, Blog) }.to_not raise_error
  end

  # example if you have N+1 queries and you can't avoid them
  it "should contain exactly two N+1 queries (two queries for every Blog)" do
    expect { test_serializer_queries(BlogSerializer, Blog, allow_queries_per_record: 2) }.to_not raise_error
  end
end

Columns check

Recently (not yet released as of Rails 4.2), an accessed_fields instance method was added to ActiveRecord models. ActiveLoaders can use this information in your tests to determine which attributes you are not using in your serializer. This check is skipped if your Rails version doesn't support accessed_fields.

Let's say your are not using User#payment_data in your serializer. You have this test:

  it "should not contain N+1 queries" do
    expect { test_serializer_queries(UserSerializer, User) }.to_not raise_error
  end

Then this test will fail with instructions on how to fix it:

ActiveLoaders::Test::Error:
  unnecessary select for User columns: payment_data

  Add to UserSerializer loaders block:
    skip_select :payment_data

  Or ignore this error with:
    test_serializer_queries(UserSerializer, User, ignore_columns: [:payment_data])

  Or skip this columns check entirely:
    test_serializer_queries(UserSerializer, User, skip_columns_check: true)

The instructions should be self-explanatory. Choosing the first option:

class UserSerializer < ActiveModel::Serializer
  attributes :id, :title

  loaders do
    skip_select :payment_data
  end
end

Would then produce an optimized query:

SELECT users.id, users.title FROM users

Getting Help

If you find a bug, please report an Issue.

If you have a question, you can also open an Issue.

Contributing

  1. Fork it ( https://github.com/kundi/active_loaders/fork )
  2. Create your feature branch (git checkout -b my-new-feature)
  3. Commit your changes (git commit -am 'Add some feature')
  4. Push to the branch (git push origin my-new-feature)
  5. Create a new Pull Request