script/migrator for navigating migrations

I got tired of digging through migrations, so here’s a simple console navigator. The instructions are all in there.

Rails 3 Reading Material

Rails 3 is going to bring a lot of new stuff to the table. Wouldn’t hurt to organize some reading material in categorized and chronological order. So here goes whatever I scavenged so far. Leave comments so I can add more links or if I should mark something as obsolete.

Router

ActiveRecord

Controllers

ActionMailer

Views

Generators

Running Rails 3 App

Upgrading to Rails 3

Plugin/Gem Compatibility

  • Rails Bugmash 2010 (01/16/10) — Notes on how to get certain popular gems/plugins to run on Rails 3.
  • Notes from Rails 3 bugmash (01/17/10) — Another set of plugin/gem compatibility notes and Rails 3 discoveries.
  • Rails 3 Plugins and Gems — this wiki page lists major plugins and gems which have been verified to be Rails 3 compatible (or not).

Overall Architecture

Yehuda Katz Series on Rails 3 Progress

Multiple Table Inheritance with ActiveRecord

Update 02/02/10: There are two new sections: Fixing method_missing and Handling attributes hash, which fix a few issues that popped up since first post.

If you aren’t interested in reading all the details you may want to make the long story short.

Imagine writing an online shop with different types of products. Normally all products would have common attributes such as title and price. Some attributes will likely differ. Tee may have size such as S, M, or L, while a Pen could have an ink_color. It’s easy to see that Tee is a Product, and so is Pen. We are looking at an is_a relationship. When I program this type of relationship I usually use inheritance.

  class Product < ActiveRecord::Base
  end
 
  class Tee < Product
  end
 
  class Pen < Product
  end

This inheritance looks reasonable, but now we have to come up with relational database structure. We need to find a way to store tee’s own attributes, pen’s own attributes, as well as their common (product’s) attributes without duplication. Some databases (PostgreSQL) provide support for table inheritance, but it’s a specialized feature which ties you down to the given db.

Single Table Inheritance

ActiveRecord provides only one way to handle a is_a relationship which is Single Table Inheritance. You’d have to create a table looking somewhat like the following.

  +----+------+-------+-----------------+------+-----------+
  | id | type | price | title           | size | ink_color |
  +----+------+-------+-----------------+------+-----------+
  | 1  | Tee  | 1000  | tie-dye t-shirt | M    |           |
  | 2  | Pen  | 500   | ball pen        |      | blue      |
  +----+------+-------+-----------------+------+-----------+

The problem here is that all attributes are stored in the same table. It’s likely that soon the number of attributes will grow unmanageable, and most of them will always stay NULL since they’ll be specific to only one type.

Polymorphic has_one Association

A has_one association allows us to split out tees, pens, and products into three different tables. In fact — as you’re about to see — this is the only way to get what we want. The problem is that it creates a has_a relationship, and we want is_a. Since there isn’t much choice, we can make it look like we have an is_a relationship, which I’m about to show.

Multiple Table Inheritance (Simulated)

I was speaking with the awesome @fowlduck over at #railsbridge IRC channel about ways to achieve something like MTI with Active Record. He pointed me to a pastie where he implemented an MTI-like behavior and called it a “hydra” pattern, which I subsequently cleaned up a bit.

So we want to have 3 tables in the database.

  • product_properties
  • tees
  • pens

  class ProductProperties < ActiveRecord::Base
    belongs_to :sellable, :polymorphic => true, :dependent => :destroy
  end
 
  class Tee < ActiveRecord::Base
    has_one :product_properties, :as => :sellable, :autosave => true
  end
 
  class Pen < ActiveRecord::Base
    has_one :product_properties, :as => :sellable, :autosave => true
  end

Immediately we can see duplicated code between Tee and Pen. This can be easily solved with a mixin.

  module Sellable
    def self.included(base)
      base.has_one :product_properties, :as => :sellable, :autosave => true
    end
  end
 
  class Tee < ActiveRecord::Base
    include Sellable
  end
 
  class Pen < ActiveRecord::Base
    include Sellable
  end

Now comes another issue. Every time we want to access price or title attributes (stored in product_properties) we have to call @tee.product_properties.price. This isn’t very convenient, especially considering that product_properties has to be built first in case it doesn’t exist. So let’s ensure it’s always built by updating the module.

  module Sellable
    def self.included(base)
      base.has_one :product_properties, :as => :sellable, :autosave => true
      base.alias_method_chain :product_properties, :autobuild
    end
   
    def product_properties_with_autobuild
      product_properties_without_autobuild || build_product_properties
    end
  end

Awesome, now product_properties is built automatically in case it doesn’t exist. We still have the method accessing issue though. For that I used method_missing.

  module Sellable
    def self.included(base)
      base.has_one :product_properties, :as => :sellable, :autosave => true
      base.alias_method_chain :product_properties, :autobuild
    end
   
    def product_properties_with_autobuild
      product_properties_without_autobuild || build_product_properties
    end
   
    def method_missing(meth, *args, &blk)
      if product_properties.public_methods.include?(meth.to_s)
        product_properties.send(meth, *args, &blk)
      else
        super
      end
    end
  end

Now if a method is missing from Tee or Pen instance it will be delegated to product_properties, which enables us to use @tee.price and @tee.title.

However, what about validations? Let’s say we want all products to always have a title, and we want to see an error appear on a Tee instance when ProductProperties#title is missing. Basically I want to completely remove product_properties from my sight as if it doesn’t exist, make it absolutely transparent. Let’s add the necessary validation in ProductProperties.

  class ProductProperties < ActiveRecord::Base
    belongs_to :sellable, :polymorphic => true, :dependent => :destroy
    validates_presence_of :title
  end

And now let’s make all Sellable models respect the validation as if it’s their own.

  module Sellable
    def self.included(base)
      base.has_one :product_properties, :as => :sellable, :autosave => true
      base.validate :product_properties_must_be_valid
      base.alias_method_chain :product_properties, :autobuild
    end

    def product_properties_with_autobuild
      product_properties_without_autobuild || build_product_properties
    end

    def method_missing(meth, *args, &blk)
      if product_properties.public_methods.include?(meth.to_s)
        product_properties.send(meth, *args, &blk)
      else
        super
      end
    end

  protected
    def product_properties_must_be_valid
      unless product_properties.valid?
        product_properties.errors.each do |attr, message|
          errors.add(attr, message)
        end
      end
    end
  end

Notice that I’m including an additional validator with the Sellable module. The validator collects all the errors on ProductProperties and adds them to parent class as if the errors are on a Tee or Pen itself.

As a nice finishing touch we can put this snippet into a Rails initializer.

  class ActiveRecord::Base
    def self.acts_as_product
      include Sellable
    end
  end
 
  # now we can say
 
  class Tee < ActiveRecord::Base
    acts_as_product
  end

Although that’s a matter of taste.

Fixing method_missing

There is a problem with method_missing. It checks the array of public_methods on product_properties to find out if delegation should occur. This check will fail in cases like @tee.title_changed?. That’s a magic method and therefore will not be part of static method array. Well, this is an easy fix.

  # Replace old method_missing with this one:
  def method_missing(meth, *args, &blk)
    product_properties.send(meth, *args, &blk)
  rescue NoMethodError
    super
  end

As you can see, even magic methods will work this way. Only if a NoMethodError is thrown we withdraw back into super.

Handling attributes hash

In the comments Austin brought up a case where initializing new models like Tee.new(:title => "foo") will throw an unknown attribute error. That’s expected since we rely on method_missing for accessing ProductProperties attributes. Instead we should define accessor methods explicitly in our individual products. Thankfully, it’s not too hard to accomplish with our Sellable mixin. First we need to add a submodule ClassMethods with a class method that uses class_eval to magically generate missing attributes.

  module ClassMethods
    def define_product_properties_accessors
      all_attributes = ProductProperties.content_columns.map(&:name)
      ignored_attributes = ["created_at", "updated_at", "sellable_type"]
      attributes_to_delegate = all_attributes - ignored_attributes
      attributes_to_delegate.each do |attrib|
        class_eval <<-RUBY
          def #{attrib}
            product_properties.#{attrib}
          end
         
          def #{attrib}=(value)
            self.product_properties.#{attrib} = value
          end
         
          def #{attrib}?
            self.product_properties.#{attrib}?
          end
        RUBY
      end
    end
  end

I’ll walk through this code quickly. First we’re extracting only the columns that we want to access. When we call content_columns in the first line of the method, it already excludes a bunch of special columns such as id and type. We then manually subtract more columns we’d like to ignore, such as timestamps, and polymorphic type.

Next we iterate over each remaining attribute and creating instance methods for it, such as title, title= and (for completeness) title?. Having these accessors defined explicitly is enough for ActiveRecord to see them when performing mass assignment, etc. We can now do something like Tee.new(:title => "foo") without any problems. The extra cases such as @tee.title_changed? are still handled by method_missing so we’re good.

One more thing left. We need to run this method on the base class into which we include Sellable. Just need to add a couple of lines to the self.included hook.

  def self.included(base)
    base.has_one :product_properties, :as => :sellable, :autosave => true
    base.validate :product_properties_must_be_valid
    base.alias_method_chain :product_properties, :autobuild
   
    # Add these two lines:
    base.extend ClassMethods
    base.define_product_properties_accessors
  end

And we’re all set.

All together now

Here’s the full picture of everything we just did.

  class ActiveRecord::Base
    def self.acts_as_product
      include Sellable
    end
  end

  class ProductProperties < ActiveRecord::Base
    belongs_to :sellable, :polymorphic => true, :dependent => :destroy
    validates_presence_of :title # for example
  end

  module Sellable
    def self.included(base)
      base.has_one :product_properties, :as => :sellable, :autosave => true
      base.validate :product_properties_must_be_valid
      base.alias_method_chain :product_properties, :autobuild
      base.extend ClassMethods
      base.define_product_properties_accessors
    end

    def product_properties_with_autobuild
      product_properties_without_autobuild || build_product_properties
    end

    def method_missing(meth, *args, &blk)
      product_properties.send(meth, *args, &blk)
    rescue NoMethodError
      super
    end

    module ClassMethods
      def define_product_properties_accessors
        all_attributes = ProductProperties.content_columns.map(&:name)
        ignored_attributes = ["created_at", "updated_at", "sellable_type"]
        attributes_to_delegate = all_attributes - ignored_attributes
        attributes_to_delegate.each do |attrib|
          class_eval <<-RUBY
            def #{attrib}
              product_properties.#{attrib}
            end

            def #{attrib}=(value)
              self.product_properties.#{attrib} = value
            end

            def #{attrib}?
              self.product_properties.#{attrib}?
            end
          RUBY
        end
      end
    end

  protected
    def product_properties_must_be_valid
      unless product_properties.valid?
        product_properties.errors.each do |attr, message|
          errors.add(attr, message)
        end
      end
    end
  end

  class Tee < ActiveRecord::Base
    acts_as_product
  end
 
  class Pen < ActiveRecord::Base
    acts_as_product
  end

This can be easily adapted for any other use case besides products in a store. In fact, with some meta magic or code generation this can easily be made into a plugin which I encourage you to try and send me the link when you’re done. :)