Rails: Many to many polymorphic relationships - ruby-on-rails

See comments for updates.
I've been struggling to get a clear and straight-forward answer on this one, I'm hoping this time I'll get it! :D
I definitely have a lot to learn still with Rails, however I do understand the problem I'm facing and would really appreciate additional help.
I have a model called "Task".
I have an abstract model called "Target".
I would like to relate multiple instances of subclasses of Target to Task.
I am not using single table inheritance.
I would like to query the polymorphic relationship to return a mixed result set of subclasses of Target.
I would like to query individual instances of subclasses of Target to obtain tasks that they are in a relationship with.
So, I figure a polymorphic many to many relationship between Tasks and subclasses of Targets is in order.
In more detail, I will be able to do things like this in the console (and of course elsewhere):
task = Task.find(1)
task.targets
[...array of all the subclasses of Target here...]
But! Assuming models "Store", "Software", "Office", "Vehicle", which are all subclasses of "Target" exist, it would be nice to also traverse the relationship in the other direction:
store = Store.find(1)
store.tasks
[...array of all the Tasks this Store is related to...]
software = Software.find(18)
software.tasks
[...array of all the Tasks this Software is related to...]
The database tables implied by polymorphic relationships appears to be capable of doing this traversal, but I see some recurring themes in trying to find an answer which to me defeat the spirit of polymorphic relationships:
Using my example still, people appear to want to define Store, Software, Office, Vehicle in Task, which we can tell right away isn't a polymorphic relationship as it only returns one type of model.
Similar to the last point, people still want to define Store, Software, Office and Vehicle in Task in one way shape or form. The important bit here is that the relationship is blind to the subclassing. My polymorphs will initially only be interacted with as Targets, not as their individual subclass types. Defining each subclass in Task again starts to eat away at the purpose of the polymorphic relationship.
I see that a model for the join table might be in order, that seems somewhat correct to me except that it adds some complexity I assumed Rails would be willing to do away with. I plea inexperience on this one.
It seems to be a small hole in either rails functionality or the collective community knowledge. So hopefully stackoverflow can chronicle my search for the answer!
Thanks to everyone who help!

You can combine polymorphism and has_many :through to get a flexible mapping:
class Assignment < ActiveRecord::Base
belongs_to :task
belongs_to :target, :polymorphic => true
end
class Task < ActiveRecord::Base
has_many :targets, :through => :assignment
end
class Store < ActiveRecord::Base
has_many :tasks, :through => :assignment, :as => :target
end
class Vehicle < ActiveRecord::Base
has_many :tasks, :through => :assignment, :as => :target
end
...And so forth.

Although the answer proposed by by SFEley is great, there a some flaws:
The retrieval of tasks from target (Store/Vehicle) works, but the backwards wont. That is basically because you can't traverse a :through association to a polymorphic data type because the SQL can't tell what table it's in.
Every model with a :through association need a direct association with the intermediate table
The :through Assignment association should be in plural
The :as statement wont work together with :through, you need to specify it first with the direct association needed with the intermediate table
With that in mind, my simplest solution would be:
class Assignment < ActiveRecord::Base
belongs_to :task
belongs_to :target, :polymorphic => true
end
class Task < ActiveRecord::Base
has_many :assignments
# acts as the the 'has_many targets' needed
def targets
assignments.map {|x| x.target}
end
end
class Store < ActiveRecord::Base
has_many :assignments, as: :target
has_many :tasks, :through => :assignment
end
class Vehicle < ActiveRecord::Base
has_many :assignments, as: :target
has_many :tasks, :through => :assignment, :as => :target
end
References:
http://blog.hasmanythrough.com/2006/4/3/polymorphic-through

The has_many_polymorphs solution you mention isn't that bad.
class Task < ActiveRecord::Base
has_many_polymorphs :targets, :from => [:store, :software, :office, :vehicle]
end
Seems to do everything you want.
It provides the following methods:
to Task:
t = Task.first
t.targets # Mixed collection of all targets associated with task t
t.stores # Collection of stores associated with task t
t.softwares # same but for software
t.offices # same but for office
t.vehicles # same but for vehicles
to Software, Store, Office, Vehicle:
s = Software.first # works for any of the subtargets.
s.tasks # lists tasks associated with s
If I'm following the comments correctly, the only remaining problem is that you don't want to have to modify app/models/task.rb every time you create a new type of Subtarget. The Rails way seems to require you to modify two files to create a bidirectional association. has_many_polymorphs only requires you to change the Tasks file. Seems like a win to me. Or at least it would if you didn't have to edit the new Model file anyway.
There are a few ways around this, but they seem like way too much work to avoid changing one file every once in a while. But if you're that dead set against modifying Task yourself to add to the polymorphic relationship, here's my suggestion:
Keep a list of subtargets, I'm going to suggest in lib/subtargets formatted one entry per line that is essentially the table_name.underscore. (Capital letters have an underscore prefixed and then everything is made lowercase)
store
software
office
vehicle
Create config/initializers/subtargets.rb and fill it with this:
SubtargetList = File.open("#{RAILS_ROOT}/lib/subtargets").read.split.reject(&:match(/#/)).map(&:to_sym)
Next you're going to want to either create a custom generator or a new rake task. To generate your new subtarget and add the model name to the subtarget list file, defined above. You'll probably end up doing something bare bones that makes the change and passes the arguments to the standard generator.
Sorry, I don't really feel like walking you through that right now, but here are some resources
Finally replace the list in the has_many_polymorphs declaration with SubtargetList
class Task < ActiveRecord::Base
has_many_polymorphs :targets, :from => SubtargetList
end
From this point on you could add a new subtarget with
$ script/generate subtarget_model home
And this will automatically update your polymorphic list once you reload your console or restart the production server.
As I said it's a lot of work to automatically update the subtargets list. However, if you do go this route you can tweak the custom generator ensure all the required parts of the subtarget model are there when you generate it.

Using STI:
class Task < ActiveRecord::Base
end
class StoreTask < Task
belongs_to :store, :foreign_key => "target_id"
end
class VehicleTask < Task
belongs_to :vehicle, :foreign_key => "target_id"
end
class Store < ActiveRecord::Base
has_many :tasks, :class_name => "StoreTask", :foreign_key => "target_id"
end
class Vehicle < ActiveRecord::Base
has_many :tasks, :class_name => "VehicleTask", :foreign_key => "target_id"
end
In your databse you'll need:
Task type:string and Task target_id:integer
The advantage is that now you have a through model for each task type which can be specific.
See also STI and polymorphic model together
Cheers!

This may not be an especially helpful answer, but stated simply, I don't think there is an easy or automagic way to do this. At least, not as easy as with simpler to-one or to-many associations.
I think that creating an ActiveRecord model for the join table is the right way to approach the problem. A normal has_and_belongs_to_many relationship assumes a join between two specified tables, whereas in your case it sounds like you want to join between tasks and any one of stores, softwares, offices, or vehicles (by the way, is there a reason not to use STI here? It seems like it would help reduce complexity by limiting the number of tables you have). So in your case, the join table would also need to know the name of the Target subclass involved. Something like
create_table :targets_tasks do |t|
t.integer :target_id
t.string :target_type
t.integer :task_id
end
Then, in your Task class, your Target subclasses, and the TargetsTask class, you could set up has_many associations using the :through keyword as documented on the ActiveRecord::Associations::ClassMethods rdoc pages.
But still, that only gets you part of the way, because :through won't know to use the target_type field as the Target subclass name. For that, you might be able to write some custom select/finder SQL fragments, also documented in ActiveRecord::Associations::ClassMethods.
Hopefully this gets you moving in the right direction. If you find a complete solution, I'd love to see it!

I agree with the others I would go for a solution that uses a mixture of STI and delegation would be much easier to implement.
At the heart of your problem is where to store a record of all the subclasses of Target. ActiveRecord chooses the database via the STI model.
You could store them in a class variable in the Target and use the inherited callback to add new ones to it. Then you can dynamically generate the code you'll need from the contents of that array and leverage method_missing.

Have you pursued that brute force approach:
class Task
has_many :stores
has_many :softwares
has_many :offices
has_many :vehicles
def targets
stores + softwares + offices + vehicles
end
...
It may not be that elegant, but to be honest it's not that verbose, and there is nothing inherently inefficient about the code.

Related

How to handle associated objects of a `has_many :through` association?

I am using Ruby on Rails 3.2.2 and I would like to know what is a common approach in order to handle associated objects of a has_many :through ActiveRecord::Association. That is, I have:
class User < ActiveRecord::Base
has_many :article_editor_associations, :class_name => 'Articles::UserEditorAssociation'
has_many :articles, :through => :article_editor_associations
end
class Article < ActiveRecord::Base
has_many :user_editor_associations, :class_name => 'Articles::UserEditorAssociation'
has_many :editor_users, :through => :user_editor_associations
end
class Articles::UserAssociation < ActiveRecord::Base
belongs_to :editor_users
belongs_to :articles
end
By using the above code, I can run the #article.editor_users method so to retrieve an Array of Editor Users. However, in order to make things to fit better with my application (that is, for example, in order to handle things like I18n translations and similar in a "programmatic" way), I am thinking to add to my application a new model like the following:
class EditorUser < User # Note the class name and the class inheritance
...
end
This way, through my application, I can refer to the EditorUser class in order to handle article "editor user" instances as if they were User objects... more, since inheritance, in the EditorUser class I can state "specific methods" (for example, scope methods) available only to EditorUser instances (not to User instances)...
Is it a "common" approach to make things as I would like to make in my case? Is it the "Rails Way"? If so, what I could / should make to handle this situation? If no, how could / should I proceed?
In other words, I thought using class EditorUser < User ... end because associated EditorUser objects (retrieved by running the #article.editor_users method) are User objects. I think that by stating a EditoUser class in the app/models directory (or elsewhere) could simplify things in my application because you can work around that constant name (for example, you can "play" with that constant name in order to "build" translation strings or by stating new methods just to be used for EditorUser instances).
With Rails, I've learned to focus on the naming conventions and standard usage first ('convention' over configuration) and would set it up like this:
class User < ActiveRecord::Base
has_many :editors
has_many :articles, :through => :editors
end
class Article < ActiveRecord::Base
has_many :editors
has_many :users, :through => :editors
end
class Editor < ActiveRecord::Base
belongs_to :user
belongs_to :article
end
You can either use the presence of the join record, e.g. User.editor or add an additional attribute to editor if you want different editor access levels.
The above does not fully answer your question perhaps but should be a good starting point. I say this because one of the most important things about rails is that it uses a principle of 'convention over configuration'. This is good as it leads to terse, minimalist code. It's bad because you have to learn all the zillion conventions. If you don't know them or the framework well you can get yourself into a whole heap of trouble as I have seen with many rails applications that I have worked on over the years.
So my advice is really to step back. Don't try and force things to work with things like class renames. If the setup I have shown doesn't meet your needs, revisit your needs and read more on active record and associations in the API. I know this can be kinda frustrating for quite a while with rails but you really need to look how to do things the right way if you're going to be a good rails programmer in the long term.

Rails association with almost all other models

I'm looking for some suggestions on how to deal with "Regions" in my system.
Almost all other models in the system (news, events, projects, and others) need to have a region that they can be sorted on.
So far, I've considered a Region model with has_many :through on a RegionLink table. I've never had a model joined to so many others and wonder if this route has any negatives.
I've also considered using the acts_as_taggable_on gem and just tag regions to models. This seems ok but I'll have to write more cleanup type code to handle the customer renaming or removing a region.
Whatever I choose I need to handle renaming and, more importantly, deleting regions. If a region gets deleted I will probably just give the user a choice on another region to replace the association.
Any advice on handling this is greatly appreciated.
If each News, Event, etc. will belong to only 1 Region, tags don't seem the most natural fit IMO. This leaves you with 2 options:
Add a region_id field to each model
This is simplest, but has the drawback that you will not be able to look at all the "regioned" items at once - you'll have to query the news, events, etc. tables separately (or use a UNION, which ActiveRecord doesn't support).
Use RegionLink model with polymorphic associations
This is only slightly more complicated, and is in fact similar to how acts_as_taggable_on works. Look at the Rails docs on *belongs_to* for a fuller description of polymorphic relationships if you are unfamiliar
class Region < ActiveRecord::Base
has_many :region_links
has_many :things, :through => :region_links
end
# This table with have region_id, thing_id and thing_type
class RegionLink < ActiveRecord::Base
belongs_to :region
belongs_to :thing, :polymorphic => true
end
class Event < ActiveRecord::Base
has_one :region_link, :as => :thing
has_one :region, :through => :region_link
end
# Get all "things" (Events, Projects, etc.) from Region #1
things = Region.find(1).things
Renaming is quite simple - just rename the Region. Deleting/reassigning regions is also simple - just delete the RegionLink record, or replace it's region_id.
If you find yourself duplicating a lot of region-related code in your Event, etc. models, you may want to put it into a module in lib or app/models:
module Regioned
def self.inluded(base)
base.class_eval do
has_one :region_link, :as => :thing
has_one :region, :through => :region_link
...
end
end
end
class Event < ActiveRecord::Base
include Regioned
end
class Project < ActiveRecord::Base
include Regioned
end
Checkout the cast about polymorphic associations. They did change a bit in rails 3 though: http://railscasts.com/episodes/154-polymorphic-association?view=asciicast

ActiveRecord relationships between HAVE and IS

So I have the following models in my Ruby on Rails setup: users and courses
The courses need to have content_managers and those content_managers are made up of several individuals in the users model.
I'm a newbie, so bear with me. I was thinking of creating a new model called content_managers that has a user_id and a course_id that links the two tables. It makes sense to me that courses HAVE content_managers. However from the users model, it doesn't make sense that users HAVE content_managers. Some of them ARE content_managers.
From that point of view I believe I'm thinking about it incorrectly and need to set up my ActiveRecord in a different manner from what I'm envisioning. Any help is appreciated.
Thanks!
There's no "have" or "are" in ActiveRecord, only "has_many", "has_one" and "belongs_to". With those tools you should be able to do what you want.
An example:
class Course < ActiveRecord::Base
has_many :content_managers
end
class ContentManager < ActiveRecord::Base
has_many :content_manager_members
has_many :users,
:through => :content_manager_members,
:source => :user
end
class ContentManagerMember < ActiveRecord::Base
belongs_to :course_manager
belongs_to :user
end
class User < ActiveRecord::Base
has_many :content_manager_members
has_many :content_managers,
:through => :content_manager_members
end
Be sure to index these correctly and you should be fine, though navigating from User to Course will be slow. You may need to cache some of this in order to find the level of performance you want, but that's a separate issue that will be uncovered during testing.
Whenever implementing something like this, be sure to load it up with a sufficient amount of test data that will represent about 10x the anticipated usage level to know where the ceiling is. Some structures perform very well only at trivial dataset sizes, but melt down when exposed to real-world conditions.

Is there a Rails way or a gem to get related entries from HABTM to the same object?

Well, I have a table with images, each image is tagged with a HABTM relation through a join table.
What I want to do is show related images in the page the image is being shown, by matching images with the same tags.
Can this be done efficiently with the current join table or I should generate joins between images in another table each time a new image is created?
I recommend you consider switching to using has_many :items, :through => :link_table
It's become the new standard and it's a great approach because you get more flexibility 'baked in' and the structure is also ready for easy expansion and growth without major rework, e.g. adding new attributes is very easy. 'new attributes' are frequently date fields.
So you can add the regular timestamps fields (created and updated) and people also find other date fields like 'completed_on', 'authorized_on', 'terminated_on', 'activated_on', 'sold_on', etc. useful, depending on the application use cases.
class Image < ActiveRecord::Base
has_many :image_tags
has_many :tags, :through => :image_tags
end
class ImageTag < ActiveRecord::Base
belongs_to :image
belongs_to :tag
end
class Tag < ActiveRecord::Base
has_many :image_tags
has_many :images, :through => :image_tags
end
You will still see a lot of examples of HABTM and it does still work. There are certainly cases where it may still make sense to use it but as HMT does them anyway, KISS says use 'one way'.

How do I do multiple has_and_belongs_to_many associations between the same two classes?

I have the following setup:
class Publication < ActiveRecord::Base
has_and_belongs_to_many :authors, :class_name=>'Person', :join_table => 'authors_publications'
has_and_belongs_to_many :editors, :class_name=>'Person', :join_table => 'editors_publications'
end
class Person < ActiveRecord::Base
has_and_belongs_to_many :publications
end
With this setup I can do stuff like Publication.first.authors. But if I want to list all publications in which a person is involved Person.first.publications, an error about a missing join table people_publications it thrown. How could I fix that?
Should I maybe switch to separate models for authors and editors? It would however introduce some redundancy to the database, since a person can be an author of one publication and an editor of another.
The other end of your associations should probably be called something like authored_publications and edited_publications with an extra read-only publications accessor that returns the union of the two.
Otherwise, you'll run in to sticky situations if you try to do stuff like
person.publications << Publication.new
because you'll never know whether the person was an author or an editor. Not that this couldn't be solved differently by slightly changing your object model.
There's also hacks you can do in ActiveRecord to change the SQL queries or change the behavior of the association, but maybe just keep it simple?
I believe you should have another association on person model
class Person < ActiveRecord::Base
# I'm assuming you're using this names for your foreign keys
has_and_belongs_to_many :author_publications, :foreign_key => :author_id
has_and_belongs_to_many :editor_publications, :foreign_key => :editor_id
end

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