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Mongoid Relations and Queries

This document describes the highlights and assembly of the Movies application using a Mongoid-based backend. Much of the emphasis is placed on the data-tier and the controller, while leaving the view minimally integrated. This is to keep the focus on the data tier.

You will find the following topics discussed in this module:

  • Model classes
  • Relationships
    • Embedded
    • Linked
  • Queries
  • Geolocation
  • Indexes, etc.

Highlights

Initialization

This section quickly covers the highlights relative to getting started. All cooked data is located within db/*.json and can be easily imported using the rake shell command.

  1. Run bundle to ensure the necessary gems are installed

  2. (In a separate terminal) Start the MongoDB server using mongod

  3. Import the data using rake db:seed to create all collections. This will execute the code within db/seed.rb and use the JSON data also located in the db/ directory.

    $ rake db:seed
    adding places
    adding actors
    adding writers
    adding directors
    adding movies
  4. Add required indexes to the collections using rake db:mongoid:create_indexes. The source of these indexes are located within the associated Mongoid model classes in the app/model directory.

    $ rake db:mongoid:create_indexes
    D, [2015-11-30T17:26:06.796020 #34396] DEBUG -- : MONGODB | Adding localhost:27017 to the cluster.

D, [2015-11-30T17:26:06.837599 #34396] DEBUG -- : MONGODB | localhost:27017 | movies_development.createIndexes | STARTED | {"createIndexes"=>"actors", "indexes"=>[{:key=>{:"place_of_birth.geolocation"=>"2dsphere"}, :name=>"place_of_birth.geolocation_2dsphere"}]} D, [2015-11-30T17:26:06.873807 #34396] DEBUG -- : MONGODB | localhost:27017 | movies_development.createIndexes | SUCCEEDED | 0.036063000000000005s ```

One of the indexes created is a 2dsphere index on the place_of_birth.geolocation property of an Actor.

class Actor
  include Mongoid::Document
  embeds_one :place_of_birth, as: :locatable, class_name: 'Place'
  ...
  index ({ :"place_of_birth.geolocation" => Mongo::Index::GEO2DSPHERE })
  ...
end
{:_id=>"nm0543215",
 :name=>"Sarah Manninen",
 :place_of_birth=>
  {:_id=>"Pasadena, CA, USA",
   :geolocation=>{:type=>"Point", :coordinates=>[-118.1445155, 34.1477849]},
   :city=>"Pasadena",
   :county=>"Los Angeles County",
   :state=>"CA",
   :country=>"US"}}

Model Types and Document Representation

This section describes the individual document and custom types contained within the example. Documents have _id properties. Custom types are anonymous compound data structures embedded within documents.

Measurement (Custom Type)

Measurement is an example of a custom type. Instead of modeling a property with just the amount (60) or a compound label with "amount (units)" ("60 min"), we have chosen to create a compound data structure with amount and units.

:runtime=>{:amount=>60, :units=>"min"}

The entire class has been supplied here for the first example of a custom class. All other custom classes have a similar concept to:

  • provide an initialize method that is marshaling format independent
  • provide one (1) instance method called mongoize required by Mongoid that will marshal the state of the instance into database form.
  • provide three (3) class methods to:
    • transform any form of the object into database form (mongoize)
    • create an object instance from database form (demongoize)
    • support various other transformations required by the criteria queries (evolve).
class Measurement
  attr_reader :amount, :units

  def initialize(amount, units=nil)
    @amount=amount
    @units = units
    #normalize
    case 
    when @units == "meters" then @amount=(@amount/0.3048); @units="feet"
    end
  end

  #creates a DB-form of the instance
  def mongoize
    @units ? {:amount => @amount, :units => @units} : {:amount => @amount}
  end

  #creates an instance of the class from the DB-form of the data
  def self.demongoize(object)
    Measurement.new(object[:amount], object[:units])
  end

  #takes in all forms of the object and produces a DB-friendly form
  def self.mongoize(object) 
    case object
    when Measurement then object.mongoize
    else object
    end
  end

  #used by criteria to convert object to DB-friendly form
  def evolve(object)
    case object
    when Measurement then object.mongoize
    else object
    end
  end
end

Point (Custom Type)

Point is a custom class that represents a geolocation point. It marshals itself in GeoJSON Point format, but is used to read in other formats commonly found. The coordinates array is in the order of [longitude, latitude]. The inner workings of the class function much like the Measurement custom type.

{:type=>"Point", :coordinates=>[-118.1445155, 34.1477849]},

Place (Document Model Class)

Place is an abstraction added to Point to hold location information about the gelocation point. It commonly contains official address information reported by the Google Maps Geocoding API.

{:_id=>"Pasadena, CA, USA",
  :geolocation=>{"type"=>"Point", "coordinates"=>[-118.1445155, 34.1477849]},
  :city=>"Pasadena",
  :county=>"Los Angeles County",
  :state=>"CA",
  :country=>"US"}

A few things to point out about this model class

  • _id is mapped to formatted_address
  • the geolocation property uses a custom type (Point)
  • although you will find this document type embedded within other documents, it exists as a stand-alone document within its own places collection.
  • more details about this class will be shown in the relationships section below.
  • stating the field type is not required by Mongoid, but Mongoid will test for type if supplied. A few of the attributes have had their type removed just to demonstrate they are optional.
class Place
  include Mongoid::Document
  field :_id, type: String, default: -> { formatted_address }
  field :formatted_address, type: String
  field :geolocation, type: Point
  field :street_number
  field :street_name
  field :city
  field :postal_code, type: String 
  field :county, type: String
  field :state, type: String
  field :country, type: String
  ...
end

Actor

Actor is a document model class that represents someone who plays a role in a Movie. They are independent of any one movie -- thus a candidate to stand-alone in their own collection and be referenced. The information in this model class is unique to the Actor.

{:_id"=>"nm0993498",
 :bio=> "Arisa Cox was born on December 7, 1978 in Toronto, ...
 :birthName=>"Arisa Natalie Cox",
 :name=>"Arisa Cox",
 :urlPhoto=> "http://ia.media-imdb.com/images/M/MV5BM...7_AL_.jpg",
 :date_of_birth=>1978-12-07 00:00:00 UTC,
 :place_of_birth=> ... (see 1:1 embedded relationship example)

A few things to point out about this model class

  • although not necessary since the names match the default choice -- the instances of Actor will be stored in the actors collection.
  • created_at and updated_at fields can be added and managed by Mongoid with the addition of the Timestamps mixin. This will be demonstrated later.
  • The camelCase birthName from the document is mapped to the snake_case birth_name in the model class. This becomes important if you compress your JSON names or are simply trying to comply with Rails naming conventions for model property names (a good thing to do).
  • date_of_birth has been represented as a Date type instead of a string representation of the date
  • height is represented as a custom type (Measurement)
  • more details about this class will be shown in the relationships section below.
class Actor
  include Mongoid::Document
#  include Mongoid::Timestamps
  store_in collection: "actors"

  field :name, type: String
  field :birthName, as: :birth_name, type: String
  field :date_of_birth, type: Date
  field :height, type: Measurement
  field :bio, type: String
  ... (see relationships for additional details)
end

One thing to note is that by moving our schema away from being UI display/String-based, we have introduced a complexity for the UI to make non-String updates. An attempt to map many of the String to data type conversions has been inserted into the examples, but there clearly are additional data type conversions to consider when you see the full end-to-end interactions.

Notice that both the phiscal document key and the model class alias key can be used when inspecting the model instance. In the following case, we are still able to access the raw birthName in the document, in addition to the mapped birth_name in the class.

> Actor.find("nm0993498").birth_name
 => "Arisa Natalie Cox" 
> Actor.find("nm0993498").birthName
 => "Arisa Natalie Cox"
{:_id=>"nm0993498",
 :birthName=>"Arisa Natalie Cox",

Writer

Writer is one of the authors of a Movie and, like Actor, stored in a separate collection. The example does not include enough data to warrant a separate collection, but we are going to pretend that is true. One thing to note is that Writer has no refined role within a Movie -- so it will be referenced directly from the Movie document.

{:_id=>"nm0905152", :name=>"Andy Wachowski" ... (please imagine more properties) }
class Writer
  include Mongoid::Document
  field :name, type: String
  ...
end

Director

Director is one of the directors of a Movie and, like Writer, requires some imagination on your part that we have enough data here to warrant a separate collection for the Director.

{:_id=>"nm0001081", :name=>"Cameron Crowe" ... (please imagine more properties) } 
class Director
  include Mongoid::Document
  field :name, type: String
end

DirectorRef

DirectorRef is an annotated reference to a Director. It will be used to cache stable/core director information that the referencing document/view normally cares about and then contains a link to the details of the Director (where you are asked to use your imagination that more details exist).

{:name=>"F.W. Murnau", :_id=>"nm0003638"}
class DirectorRef
  include Mongoid::Document
  field :name, type: String
end

MovieRole

MovieRole is a character in a Movie played by an Actor. It contains descriptive information about the movie character and the id, name, and url of the actor image and profile (both just URLs). The information for this actor that is not relative to this movie or movie role (character) is located within the actors collection.

{:actorName=>"George O'Brien",
  :character=>"The Man",
  :main=>true,
  :urlCharacter=>"http://www.imdb.com/character/ch0131526",
  :urlPhoto=>
   "http://ia.media-imdb.com/images/M/MV5BMTI2MDg3NjYx...AL_.jpg",
  :urlProfile=>"http://www.imdb.com/name/nm0639563",
  :_id=>"nm0639563"}
class MovieRole
  include Mongoid::Document
  field :character, type: String
  field :actorName, as: :actor_name, type: String
  field :main, type: Mongoid::Boolean
  field :urlCharacter, as: :url_character, type: String
  field :urlPhoto, as: :url_photo, type: String
  field :urlProfile, as: :url_profile, type: String
  ...
end

Movie

Movie contains core information about the Movie and links to other information related to the movie.

{:_id=>"tt0018455",
 :actors=>
  [{:actorName=>"George O'Brien",
    :character=>"The Man",
    :main=>true,
    :urlCharacter=>"http://www.imdb.com/character/ch0131526",
    :urlPhoto=>
     "http://ia.media-imdb.com/images/M/MV5BMTI2MDg3NjYx...AL_.jpg",
    :urlProfile=>"http://www.imdb.com/name/nm0639563",
    :_id=>"nm0639563"},
    ...
    ],
 :countries=>["USA"],
 :directors=>[{:name=>"F.W. Murnau", :_id=>"nm0003638"}],
 :filmingLocations=>
  ["Big Bear Lake", "Big Bear Valley", "San Bernardino National Forest", "California", "USA"],
 :genres=>["Comedy", "Drama", "Romance"],
 :languages=>[],
 :metascore=>"",
 :originalTitle=>"Sunrise: A Song of Two Humans",
 :plot=> "In this fable-morality subtitled  ..."
 :rated=>"NOT RATED",
 :rating=>8.4,
 :runtime=>{:amount=>94, :units=>"min"},
 :simplePlot=> "A married farmer falls under the spell of ...
 :title=>"Sunrise",
 :type=>"Movie",
 :urlIMDB=>"http://www.imdb.com/title/tt0018455",
 :urlPoster=>
  "http://ia.media-imdb.com/images/M/MV5BMjIzNzg4....TE@._V1_SX214_AL_.jpg",
 :votes=>25165,
 :writers=>["nm0562346", "nm0837183"],
 :year=>1927,
 :release_date=>1927-01-04 00:00:00 UTC}

A few things to point out about this model class

  • year and votes are mapped as type Integer
  • runtime is mapped as a custom type Measurement
  • camelCase filmingLocations, simplePlot, urlIMDB, and urlPoster names have been mapped to snake_case filming_locations, simple_plot, url_IMDB, and url_poster names.
class Movie
  include Mongoid::Document
  field :title, type: String
  field :type, type: String
  field :rated, type: String
  field :year, type: Integer
  field :release_date, type: Date
  field :runtime, type: Measurement
  field :votes, type: Integer
  field :countries, type: Array
  field :languages, type: Array
  field :genres, type: Array
  field :filmingLocations, as: :filming_locations, type: Array
  field :metascore, type: String
  field :simplePlot, as: :simple_plot,  type: String
  field :plot, type: String
  field :urlIMDB, as: :url_IMDB,  type: String
  field :urlPoster, as: :url_poster, type: String
  ...
end

Model Relationships and Realization

This section describes additional relationship properties for the model types introduced above.

1:1 Embedded (Actor -> place_of_birth:Place)

The Actor has one (1) place_of_birth property with an embedded Place. Please note that this same Place instance can show up in multiple Actors as well as other references to this specific place. That means that access to the Place properties are very efficient from its parent document, but must be updated everywhere as things change. In this case it would be rare to have to update these properties unless Canada became part of a different country.

{:_id=>"nm0543215",
 :name=>"Sarah Manninen",
 ...
 :date_of_birth=>1977-01-20 00:00:00 UTC,
 :place_of_birth=>
  {:_id=>"Waterloo, ON, Canada",
   :geolocation=>{"type"=>"Point", "coordinates"=>[-80.5204096, 43.4642578]},
   :city=>"Waterloo",
   :county=>"Waterloo Regional Municipality",
   :state=>"ON",
   :country=>"CA"}}

The embedded Place declares it is embedded_in the parent document. In this case there are many parent document types that could have a Place, so we take advantage of the polymorphic keyword and define the parent document as a :locatable instead of a specific model class.

class Place
  include Mongoid::Document
  ...
  embedded_in :locatable, polymorphic: true 
end

The parent document declares embeds_one for the embedded type. However,

  • since the name of the embedded class (Place) is not the same as the reference (place_of_birth), an additional property of class_name: 'Place' is supplied.
  • since other types can also contain this embedded type, the polymorphic label of locatable is also supplied.
class Actor
  include Mongoid::Document
  ...
  embeds_one :place_of_birth, as: :locatable, class_name: 'Place'
class Writer
  include Mongoid::Document
  ...
  embeds_one :hometown, as: :locatable, class_name: 'Place'
end

To demonstrate, lets locate an Actor that does not yet have an address listed and make up an address for their place of birth.

> actor=Actor.where(:place_of_birth=>{:$exists=>0}).first
> pp Actor.collection.find(:_id=>actor.id).first
{"_id"=>"nm0828941",
 "bio"=> "Gerda Stevenson was born in ..."
 "height"=>{"amount"=>5.413386, "units"=>"feet"},
 "name"=>"Gerda Stevenson"}

Lets claim this person is from Oakland and get its address properties from our places collection.

> oakland=Place.where(:city=>"Oakland").first

Next we use the parent.create_(embedded_relation) method and a copy of the place properties to create an embedded instance of Place within Actor.

> actor.create_place_of_birth(oakland.attributes)
> pp Actor.collection.find(:_id=>actor.id).first
{"_id"=>"nm0828941",
 "bio"=> "Gerda Stevenson was born in ..."
 "height"=>{"amount"=>5.413386, "units"=>"feet"},
 "name"=>"Gerda Stevenson",
 "place_of_birth"=>
  {"_id"=>"Oakland, CA, USA",
   "geolocation"=>{"type"=>"Point", "coordinates"=>[-122.2711137, 37.8043637]},
   "city"=>"Oakland",
   "county"=>"Alameda County",
   "state"=>"CA",
   "country"=>"US"}}

To show we can insert another copy of the same embedded object in another collecton -- we locate a Writer that does not yet have a hometown (we changed the relation name on purpose) and place an embedded copy of Oakland there too.

> writer=Writer.where(:hometown=>{:$exists=>0}).first
> pp Writer.collection.find(:_id=>writer.id).first
{"_id"=>"nm0000230", "name"=>"Sylvester Stallone"}

> writer.create_hometown(oakland.attributes)
> pp Writer.collection.find(:_id=>writer.id).first
{"_id"=>"nm0000230",
 "name"=>"Sylvester Stallone",
 "hometown"=>
  {"_id"=>"Oakland, CA, USA",
   "geolocation"=>{"type"=>"Point", "coordinates"=>[-122.2711137, 37.8043637]},
   "city"=>"Oakland",
   "county"=>"Alameda County",
   "state"=>"CA",
   "country"=>"US"}}

We can inspect the writer object methods for other things we can do with our embedded object hometown.

> writer.methods.grep /hometown/ 
 => [:hometown, :hometown=, :hometown?, :has_hometown?, :build_hometown, :create_hometown] 

We can get the embedded object.

> writer.hometown.id
 => "Oakland, CA, USA" 

We can inquire whether we have an instance of the hometown.

> writer.hometown?
 => true 
> writer.has_hometown?
 => true 

We can build a transient instance of the embedded object.

> place=writer.build_hometown

We can create a hollow embedded object. This still reports that the parent document has an instance of the embedded -- even though it is hollow.

> writer.create_hometown
> pp Writer.collection.find(:_id=>writer.id).first
{"_id"=>"nm0000230", "name"=>"Sylvester Stallone", "hometown"=>{}}
> writer.has_hometown?
 => true 

We can remove the embedded object.

> writer.hometown=nil
 => nil 
> writer.has_hometown?
 => false 
> pp Writer.collection.find(:_id=>writer.id).first
{"_id"=>"nm0000230", "name"=>"Sylvester Stallone"}

But notice that simple assignment does not embed the transient association.

> writer.hometown
 => nil 
> writer.hometown=oakland
> writer.hometown
 => #<Place _id: Oakland, CA, USA...
> pp Writer.collection.find(:_id=>writer.id).first
{"_id"=>"nm0000230", "name"=>"Sylvester Stallone"}
> writer.save
 => true 
> pp Writer.collection.find(:_id=>writer.id).first
{"_id"=>"nm0000230", "name"=>"Sylvester Stallone"}

M:1 Linked (Director -> residence:Place)

In a M:1 relationship, the one (1) side is the parent (with a primary key) and the many (M) side is the child (with a foreign key to the parent). The child must declare a belongs_to property to have the foreign key stored locally to realize the relationship. The parent optionally defines a has_many property. In this case we actually have a M:1 uni-directional relationship. Many directors can have one (1) residence:Place and can navigate that link. However, the parent does not know about the relationship and cannot navigate in the other direction. Since Place is being used in different contexts differently -- we chose to keep this uni-directional and leave Place ignorant of what is related to it.

{:_id=>"nm0001081",
 :name=>"Cameron Crowe",
 :residence_id=>"Los Angeles, CA, USA"}

Remember that Place uses its formatted_address as its _id. Thus the foreign key in this case actually contains useful business information even before navigating the link.

class Director
  include Mongoid::Document
  ...
  belongs_to :residence, class_name: 'Place'
end

To provide an example of using this relationship...locate a Director that does not yet have a residence.

> director=Director.where(:residence=>{:$exists=>0}).first
 => #<Director _id: nm0001081, name: "Cameron Crowe", residence_id: nil> 
> pp Director.collection.find(:_id=>director.id).first
{:_id=>"nm0001081", :name=>"Cameron Crowe"}

Assign the director.residence to an instance of Place.

> oakland=Place.where(:city=>"Oakland").first
 => #<Place _id: Oakland, CA, USA, > 
> director.residence=oakland
 => #<Place _id: Oakland, CA, USA, > 

Notice this did not immediately write anything to the database. The foreign key to the Place is writen when the Director is saved.

> pp Director.collection.find(:_id=>director.id).first
{:_id=>"nm0001081", :name=>"Cameron Crowe"}
 => {:_id=>"nm0001081", :name=>"Cameron Crowe"} 

> director.save
> pp Director.collection.find(:_id=>director.id).first
{:_id=>"nm0001081", :name=>"Cameron Crowe", :residence_id=>"Oakland, CA, USA"}

There are many helper methods for this relationship, so I will pick out a few and shoot for some that do not overlap with the embedded ones covered earlier.

> director.methods.grep(/residence/).count
 => 17 

Realize the related object is now in a separate collection and the Director only has a foreign key stored locally to that related document. Therefore, accessing any properties related to the Place causes a separate query to the database since there is no such thing as a join performed within the database within MongoDB.

> director=Director.find(director.id)
DEBUG | {"find"=>"directors", "filter"=>{"_id"=>"nm0001081"}}
 => #<Director _id: nm0001081, name: "Cameron Crowe", residence_id: "Oakland, CA, USA">

> director.residence.state
DEBUG | {"find"=>"places", "filter"=>{"_id"=>"Oakland, CA, USA"}}
 => "CA" 

However, if all you want to access is the foreign key stored in the child document, you can call (relation name)_id and not have to access the parent collection.

> director.residence_id
 => "Oakland, CA, USA

If you have the foreign key for the parent document...

> director=Director.find(director.id)
 => #<Director _id: nm0001081, name: "Cameron Crowe", residence_id: "Oakland, CA, USA"> 
> la_id=Place.where(:city=>"LA").first.id
 => "Los Angeles, CA, USA" 

...the assignment can be made using (relation name)_id= instead of getting an instance of the parent to form the relationship.

> director.residence_id=la_id
 => "Los Angeles, CA, USA" 
> director.save
> pp Director.collection.find(:_id=>director.id).first
{:_id=>"nm0001081",
 :name=>"Cameron Crowe",
 :residence_id=>"Los Angeles, CA, USA"}

1:M Embedded (Movie <-> roles:MovieRole)

For the 1:M embedded we have a single document with parent properties and multiple embedded children and the children have identities.

{:_id=>"tt0075148",
 :title=>"Rocky",
 :roles=>
  [{:actorName=>"Sylvester Stallone",
    :character=>"Rocky",
    :main=>true,
    ...
    :_id=>"nm0000230"},
   {:actorName=>"Talia Shire",
    :character=>"Adrian",
    :main=>true,
    ...
    :_id=>"nm0001735"},
    ...]
}

The parent declares an embeds_many, listing the collection name and the class_name of the embedded child if it does not match the singular form of the collection name.

class Movie
  include Mongoid::Document
  field :title, type: String
  ...
  embeds_many :roles, class_name:"MovieRole"
  ...
end

The child class delcares an embedded_in, listing the parent property. In this case the name of the property and name of the parent model class match -- so no class_name is necessary.

class MovieRole
  include Mongoid::Document
  field :character, type: String
  field :actorName, as: :actor_name, type: String
  field :main, type: Mongoid::Boolean
  ...
  embedded_in :movie
  ...
end

We can demonstrate the 1:M embedded by first creating a new Movie. The create method performs the combined function of new/initialize and save and the parent document must be saved before creating embedded objects (i.e., saving to database).

> rocky25=Movie.create(:_id=>"tt9000000", :title=>"Rocky XXV")

We find an actor to play a role in the movie and then create that role relative to the collection. That immediately updates the parent document with the embedded role. Since this is a 1:M relationship, the role is placed within an array.

> stallone=Actor.where(:name=>{:$regex=>"Stallone"}).first
> rocky=rocky25.roles.create(:_id=>stallone.id, :character=>"Rocky", :actorName=>"Sly", :main=>true)
> pp Movie.collection.find(:title=>"Rocky XXV").first
{"_id"=>"tt9000000",
 "title"=>"Rocky XXV",
 "roles"=>
  [{"_id"=>"nm0000230",
    "character"=>"Rocky",
    "actorName"=>"Sly",
    "main"=>true}]}

To add a second role -- we locate another actor and fill in the details of the role using a transient instance and then add the instance to the collection. The addition to the collection immediately updates the state of the parent document.

> actor=Actor.first
> role=MovieRole.new
> role.id=actor.id
> role.character="Challenger"
> role.main=false
> role.actor_name=actor.name
> rocky25.roles << role

> pp Movie.collection.find(:title=>"Rocky XXV").first
{:_id=>"tt9000000",
 :title=>"Rocky XXV",
 :roles=>
  [{:_id=>"nm0000230", :character=>"Rocky", :actorName=>"Sly", :main=>true},
   {:_id=>"nm0084430",
    :character=>"Challenger",
    :main=>false,
    :actorName=>"Erwin Biswanger"}]}

We can repeat the example -- except this time form the entire parent document prior to the intial save.

> rocky26=Movie.new(:_id=>"tt9000001", :title=>"Rocky XXVI")
> rocky=rocky26.roles.build(:_id=>stallone.id, :character=>"Rocky", :actorName=>"Sly", :main=>true)
> rocky26.roles << role
> pp Movie.collection.find(:title=>"Rocky XXVI").first
nil

At the point we have the transient object fully formed and now will save to the database.

> rocky26.save
 => true 
> pp Movie.collection.find(:title=>"Rocky XXVI").first
{"_id"=>"tt9000001",
 "title"=>"Rocky XXVI",
 "roles"=>
  [{"_id"=>"nm0000230",
    "character"=>"Rocky",
    "actorName"=>"Sly",
    "main"=>true},
   {"_id"=>"nm0084430",
    "character"=>"Challenger",
    "main"=>false,
    "actorName"=>"Erwin Biswanger"}]}

Another interesting feature is that the embedded object can provide a reference to its parent document.

> role.movie.title
 => "Rocky XXVI"

M:1 Embedded Linked (MovieRole <-> Actor)

Although not technically an official relationship type, it is a common pattern when linking documents within MongoDB to maintain a certain amount of state about the link on the source side. This is sometimes called an annotated link. There are many actors in a movie, but each of those actors play a specific role that is important and specific to the movie. Elsewhere in this description you found that MovieRole was embedded in Movie to describe the role played by an Actor. That MovieRole also contained cached information about the Actor. We will now look at the M:1 relationship between the embedded MovieRole and Actor.

As described -- the one side has a primary key and typically no reference to the child within the document. That is true about the following parent document (Actor).

{:_id=>"nm0000354",
 :birthName=>"Matthew Paige Damon",
 :height=>{:amount=>5.8398952, :units=>"feet"},
 :name=>"Matt Damon",
 :date_of_birth=>1970-10-08 00:00:00 UTC,
  ...
 :place_of_birth=>
  {:_id=>"Boston, MA, USA",
   :geolocation=>{:type=>"Point", :coordinates=>[-71.0588801, 42.3600825]},
   :city=>"Boston",
   :county=>"Suffolk County",
   :state=>"MA",
   :country=>"US"}}

The many side will typically host the foreign key. That is true with MovieRole, but there is some complexity in hosting the foreign key in the embedded document.

{:_id=>"tt0440963",
 :title=>"The Bourne Ultimatum",
 ...
 :roles=>
  [{:actorName=>"Matt Damon",
    :character=>"Jason Bourne",
    :main=>true,
    ...
    :_id=>"nm0000354"},
  ...
}

We are able to add the belongs_to relation to MovieRole and map that to the _id field (instead of the default actor_id).

class MovieRole
  include Mongoid::Document
  field :character, type: String
  field :actorName, as: :actor_name, type: String
  field :main, type: Mongoid::Boolean
  embedded_in :movie
  ...
  belongs_to :actor, :foreign_key => :_id
  ...
end

However, we are unable to declare a has_many to an embedded class. We are forced to write some application logic and take a peek at queries. In the roles method below, we first search for all movies for the actor, iterate through those movie documents and implement a follow-on queuy to locate a specific role within the movie. In watching the database interactions through debug -- it actually looks like all work is done within Mongoid to locate the result of the second query.

class Actor
  include Mongoid::Document
  field :name, type: String

  #not supported
  #has_many roles:, class_name: 'MovieRole`
  #replaced with
  def roles
    Movie.where(:"roles._id"=>self.id)
         .map {|m| m.roles.where(:_id=>self.id).first}
  end  
end

To demonstrate the relationship, lets locate an actor that we know should have many roles.

> damon=Actor.where(:name=>{:$regex=>"Matt Da"}).first

We can search for a nested roles._id field matching the actor.id value. That gives us a list of the movies the actor has played in.

> movie=Movie.where(:"roles._id"=>damon.id).first

From there we can locate a specific role having the actor's ID and show that the role has the foreign key to the actor.

> role=movie.roles.where(:id=>damon.id).first
> pp role.attributes
{:actorName=>"Matt Damon",
 :character=>"Jason Bourne",
 :main=>true,
 ...
 :_id=>"nm0000354"}

We can bundle that query information and application logic into the following roles instance method to give us all roles.

  def roles
    Movie.where(:"roles._id"=>self.id)
         .map {|m| m.roles.where(:_id=>self.id).first}
  end  

With all roles, we can go from the actor to each movie.role to locate each movie and associated character they have played.

> damon.roles.map {|role| "#{role.movie.title} => #{role.character}" }
 => ["The Bourne Ultimatum => Jason Bourne", "Good Will Hunting => Will Hunting", 
     "The Martian => Mark Watney", "Saving Private Ryan => Private Ryan"] 

In forming the relationship, lets add the actor to a fake role in a fake movie.

> damon=Actor.where(:name=>{:$regex=>"Matt Da"}).first
> rocky26=Movie.create(:_id=>"tt9000001", :title=>"Rocky XXVI")

> rocky=rocky26.roles.create(:_id=>damon.id, :character=>"Rocky", :actorName=>"Matt", :main=>true)
> pp Movie.collection.find(:title=>"Rocky XXVI").first
{:_id=>"tt9000001",
 :title=>"Rocky XXVI",
 :roles=>
  [{:_id=>"nm0000354", :character=>"Rocky", :actorName=>"Matt", :main=>true}]}

Now we can go in an search for roles that are part of their newly assignment movie and return the movie title and character they will be playing.

> damon.roles.select{|role| /Rocky/=~role.movie.title} \
             .map {|role| "#{role.movie.title} => #{role.character}" }
 => ["Rocky XXVI => Rocky"]

1:1 Linked (Movie -> sequel_to:Movie)

The 1:1 linked relationship has the same parent/child relationship as the 1:M, except that there is only a single child. In this example we create a recursive relationship between movies where each sequel Movie contains the foreign key to its parent Movie it is a sequel_to. The child class storing the foreign key declares belongs_to and the parent class defines has_one if the relationship is bi-directional. Since neither property matches the name Movie, they both have to declare a class_name to indicate what is at the other end of the relationship.

{:_id=>"tt9000000",
 :title=>"Rocky XXV",
 :roles=> ... }
{:_id=>"tt9000001",
 :title=>"Rocky XXVI",
 :roles=> ...
 :sequel_to_id=>"tt9000000"}
class Movie
  include Mongoid::Document
  field :title, type: String
  ...
  has_one :sequel, class_name:"Movie"
  belongs_to :sequel_to, class_name:"Movie"
  ...
end

Using the definition above we would automatically get a foreign key document key of sequel_to_id. You can map that to any other field name except sequel_to using foreign_key: :other_field_name. Even when defining the foreign_key: :sequel_to, Mongoid will use :sequel_to_id. If we truely want that name to be the key in the document we can work around it by changing the model class relation name to be different from the document key.

To demonstrate the relationship we will locate a Movie and its sequel. The parent movie is assigned to the sequel_to property of the child. This updates the in-memory state of the sequel.

> rocky25=Movie.where(:title=>"Rocky XXV").first 
> rocky26=Movie.where(:title=>"Rocky XXVI").first
> rocky26.sequel_to=rocky25
> pp Movie.collection.find(:title=>"Rocky XXVI").first
{:_id=>"tt9000001",
 :title=>"Rocky XXVI",
 :roles=> ...

The in-memory state of the sequel is written to the database during the next save. You can see the foreign key when the document is printed.

> rocky26.save
 => true 
> pp Movie.collection.find(:title=>"Rocky XXVI").first
{:_id=>"tt9000001",
 :title=>"Rocky XXVI",
 :roles=> ...
 :sequel_to_id=>"tt9000000"}

No state is written to the parent document.

> pp Movie.collection.find(:title=>"Rocky XXV").first
{:_id=>"tt9000000",
 :title=>"Rocky XXV",
 :roles=> ...  }

Note that one can navigate the relationship in both directions.

> rocky26.sequel_to.title
 => "Rocky XXV" 
> rocky26.sequel_to.sequel.title
 => "Rocky XXVI" 

M:M (Movie <-> writers:Writer)

In a many-to-many bi-directional relationship, each side has an important primary key and the other side stores that as a foreign key in an collection. In the example, The Movie has primary key (tt0091763) and a collection of foreign keys to its Writers (collection with just one - ["nm0000231"]).

movie:
{:_id=>"tt0091763", :title=>"Platoon", :writer_ids=>["nm0000231"]}

The Writer has a primary key (nm0000231) that matches one of the elements in the related movie. It too has a collection of foreign keys. The collection of foreign keys in the Writer are foreign keys to the Movie documents ([..., "tt0091763"])

writer:
{:_id=>"nm0000231",
 :name=>"Oliver Stone",
 :movie_ids=>["tt0086250", "tt0091763"]}

Both sides of the relationship declare a has_and_belongs_to_many with the name of the relationship. The long word has two meanings; has_many and belongs_to. The belongs_to aspect stores the foreign key to the parent document and the has_many means it is the parent of many child documents. When we bring the two concepts together -- the has_many and belongs_to are both feed off the local collection of document foreign keys.

class Writer
  include Mongoid::Document
  field :name, type: String
  embeds_one :hometown, as: :locatable, class_name: 'Place'
  ...
  has_and_belongs_to_many :movies
  ...
end
class Movie
  include Mongoid::Document
  field :title, type: String
  ...
  has_and_belongs_to_many :writers
  ...
end

To look at our bi-directional, many-to-many relationship, we can get the movie properties by navigating a relationship from the writer.

> stone=Writer.where(:name=>{:$regex=>"Stone"}).first
> stone.movies.map {|m| m.title}
 => ["Scarface", "Platoon"] 

We can also go the other way. In this example we add a hometown property to the writer and get the hometown through a reference from the movie.

> stone=Writer.where(:name=>{:$regex=>"Stone"}).first
> nyc=Place.where(:_id=>{:$regex=>"^New York, NY"}).first
> stone.create_hometown(nyc.attributes)
> platoon=Movie.where(:title=>"Platoon").first
> platoon.writers.first.hometown.id
 => "New York, NY, USA" 

To demonstrate creating a many-to-many relationship, lets create a new movie which we can verify has no writers at this point.

> rocky26=Movie.create(:_id=>"tt9000001", :title=>"Rocky XXVI")
> pp Movie.collection.find(:_id=>rocky26.id).first
{:_id=>"tt9000001", :title=>"Rocky XXVI"}

Lets go out and find a writer and notice the writer has already written two movies.

> stone=Writer.where(:name=>{:$regex=>"Stone"}).first
> pp Writer.collection.find(:_id=>stone.id).first
{:_id=>"nm0000231",
 :name=>"Oliver Stone",
 :movie_ids=>["tt0086250", "tt0091763"]}

Add the writer to the collection of movie writers.

> rocky26.writers << stone
 => [#<Writer _id: nm0000231, name: "Oliver Stone", movie_ids: ["tt0086250", "tt0091763", "tt9000001"]>] 

Notice that Mongoid has updated both ends of the collection with the foreign key of the other.

> pp Movie.collection.find(:_id=>rocky26.id).first
{:_id=>"tt9000001", :title=>"Rocky XXVI", :writer_ids=>["nm0000231"]}
 => {:_id=>"tt9000001", :title=>"Rocky XXVI", :writer_ids=>["nm0000231"]} 

> pp Writer.collection.find(:_id=>stone.id).first
{:_id=>"nm0000231",
 :name=>"Oliver Stone",
 :movie_ids=>["tt0086250", "tt0091763", "tt9000001"]}
 => {:_id=>"nm0000231", :name=>"Oliver Stone", :movie_ids=>["tt0086250", "tt0091763", "tt9000001"]} 

Great! We can use both references to locate information about the other simply by walking the relationship.

> stone.movies.map{|m| m.title}
 => ["Scarface", "Platoon", "Rocky XXVI"] 

> rocky26.writers.map{|w| w.name}
 => ["Oliver Stone"] 

Notice that when the relationship is removed from one end -- it is also removed from the other end.

> stone.movies.delete rocky26
> pp Writer.collection.find(:_id=>stone.id).first
{:_id=>"nm0000231",
 :name=>"Oliver Stone",
 :movie_ids=>["tt0086250", "tt0091763"]}
 => {:_id=>"nm0000231", :name=>"Oliver Stone", :movie_ids=>["tt0086250", "tt0091763"]} 

> pp Movie.collection.find(:_id=>rocky26.id).first
{:_id=>"tt9000001", :title=>"Rocky XXVI", :writer_ids=>[]}
 => {:_id=>"tt9000001", :title=>"Rocky XXVI", :writer_ids=>[]} 

Timestamps

Timestamp information is not added by default in Mongoid -- as it is within ActiveRecord. To add created_at and updated_at fields and management, we add an additional Mongoid::Timestamps mixin.

class Movie
  include Mongoid::Document
  include Mongoid::Timestamps
class Writer
  include Mongoid::Document
  include Mongoid::Timestamps

Lets demonstrate the timestamp capability by re-doing the M:M relationship scenario and create our movie again with timestamps in place. Notice that two new elements have been introduced to the document for created_at and updated_at. We can also get these explicitly from the object.

> rocky26=Movie.create(:_id=>"tt9000001", :title=>"Rocky XXVI")
> pp Movie.collection.find(:_id=>rocky26.id)
{:_id=>"tt9000001",
 :title=>"Rocky XXVI",
 :updated_at=>2015-11-28 20:47:59 UTC,
 :created_at=>2015-11-28 20:47:59 UTC}
> rocky26.created_at
 => Sat, 28 Nov 2015 20:47:59 UTC +00:00 
> rocky26.updated_at
 => Sat, 28 Nov 2015 20:47:59 UTC +00:00 

updated_at will be modified as the document is changed and saved.

> rocky26.year=2015
 => 2015 
> rocky26.save
 => true 
> rocky26.updated_at
 => Sat, 28 Nov 2015 20:48:28 UTC +00:00 

The writer was imported prior to timestamps being configured and does not have a created_at and updated_at to start with.

> stone=Writer.where(:name=>{:$regex=>"Stone"}).first
> pp Writer.collection.find(:_id=>stone.id).first
{:_id=>"nm0000231",
 :name=>"Oliver Stone",
 :movie_ids=>["tt0086250", "tt0091763"]}

If we add the writer to the movie, the writer receives an updated_at timestamp.

> rocky26.writers << stone
> pp Writer.collection.find(:_id=>stone.id).first
{:_id=>"nm0000231",
 :name=>"Oliver Stone",
 :movie_ids=>["tt0086250", "tt0091763", "tt9000001"],
 :updated_at=>2015-11-28 20:53:55 UTC}

The odd thing found was that the source of the collection we navigated from does not get an updated_at change -- even when issuing save. This was found to be true no matter which end we started from.

> rocky26.updated_at
 => Sat, 28 Nov 2015 20:48:28 UTC +00:00 

> pp Movie.collection.find(:_id=>rocky26.id).first
{:_id=>"tt9000001",
 :title=>"Rocky XXVI",
 :updated_at=>2015-11-28 20:48:28 UTC,
 :created_at=>2015-11-28 20:47:59 UTC,
 :year=>2015,
 :writer_ids=>["nm0000231"]}

The object, can of course, be manually updated with a touch command.

> rocky26.touch
> rocky26.updated_at
 => Sat, 28 Nov 2015 21:00:05 UTC +00:00 

If we introduce a touch propagation property to the relationship we can get the touch command to cascade across the relationship. However, it appears that type of property is only available when the source of the touch has a single foreign key stored in its document. To demonstrate, we added the mixin to Actor and add the touch property to MovieRole.

class Actor
  include Mongoid::Document
  include Mongoid::Timestamps
  field :name, type: String
  ...
end
class MovieRole
  include Mongoid::Document
  field :character, type: String
  embedded_in :movie
  ...
  belongs_to :actor, foreign_key: :_id, touch: true
  ...
end

Our scenario starts off with an actor with no concept of when they were created or last updated. When we add a relationship to them from MovieRole (annotated with touch: true), the updated_at time of the actor is automatically updated.

rocky26=Movie.create(:_id=>"tt9000001", :title=>"Rocky XXVI")
> damon=Actor.where(:name=>{:$regex=>"Matt Da"}).first                                                  
> damon.created_at
 => nil 
> damon.updated_at
 => nil 
> rocky=rocky26.roles.create(:actor=>damon, :character=>"Rocky", :actorName=>"Matt", :main=>true)
> damon.updated_at
 => Sat, 28 Nov 2015 21:18:38 UTC +00:00 

Constraints and Validation

Field Validation

ActiveModel validations can be added to Mongoid model classes. In the following example we declare that name must be present in the document.

class Director
  include Mongoid::Document
  field :name, type: String
  ...
  validates_presence_of :name
end

To test our validation, we can attempt to create a new Director without a name.

> director=Director.create(:_id=>"12345")
 => #<Director _id: 12345, name: nil, residence_id: nil> 

Everything was quiet, but when we check for errors, we see that name cannot be blank.

> director.errors.count
 => 1 
> director.errors
 => #<ActiveModel::Errors:0x000000088ad830 @base=#<Director _id: 12345, name: nil, 
    residence_id: nil>, @messages={:name=>["can't be blank"]}> 

If we want an exception thrown instead, we add the bang ("!") character to the create() method to have Mongoid immediately throw an exception when encountering a validation error.

> director=Director.create!(:_id=>"12345")
Mongoid::Errors::Validations: 
message:
  Validation of Director failed.
summary:
  The following errors were found: Name can't be blank
resolution:
  Try persisting the document with valid data or remove the validations.

Relationship Constraints

You can add dependency constraints to parents to inform Mongoid what to do with a child document when the parent the child is referencing is removed from the database. There are five(5) options when you include the default case. Cardinality of relationship does make a difference in some of the behavior.

  • (default): Orphans the child document
    • 1:1 and 1:M leaves the child with stale reference to the removed parent
    • M:M clears the child of the parent reference (acts like :nullify)
  • nullify: Orphan the child document after setting the child foreign key to nil
  • destroy: Remove the child document after running model callbacks on the child
  • delete: Remove the child document without running model callbacks on the child
    • M:M does not remove the child document from database (acts like :nullify)
  • restrict: Raise an error if a child references the parent being removed

The Mongoid documentation states :nullify is the default, but we have found a key difference in how default and :nullify leave the child orphaned for the non-M:M case as well as some of the activity performed with the database. For 1:1 annd 1:M cardinality relationships, the default case leaves the orphaned child untouched, with a stale foreign key reference to the removed parent. :nullify clears the foreign key from the child. Both will result in a nil parent returned when accessed, but there are differences in the database.

:restrict will throw an error in all cases if a child still exists with a foreign key reference to the parent being removed.

:destroy and :delete are functionally the same for 1:1 and 1:M relationships -- in that they remove the children when the parent gets deleted and will run/not-run callbacks on the children at that time depending on the whether :delete or :destroy is selected. We have found the M:M cardinality case to be different in this area. M:M :delete acts like :nullify and does not remove the child. You must use :destroy if you wish the child of an M:M relationship to be removed.

Demonstration

Lets demonstrate with the Movie sequel/sequel_to 1:1 relationship (mapped using a custom FK sequel_of) and the Movie/Writer M:M relationship.

class Movie
  has_and_belongs_to_many :writers
  has_one :sequel, foreign_key: :sequel_of, class_name:"Movie"
  belongs_to :sequel_to, foreign_key: :sequel_of, class_name:"Movie"
class Writer
  has_and_belongs_to_many :movies

Lets follow the same script in each case. We are re-finding the parent movie so that we can start the relationship from scratch at the point of the removal.

reload!
rocky30=Movie.create(:title=>"Rocky 30")
rocky31=Movie.create(:title=>"Rocky 31", :sequel_to=>rocky30)
writer=rocky30.writers.create(:name=>"A Writer")
rocky30.id
Movie.where(:id=>rocky30.id).first.writer_ids
Movie.where(:id=>rocky31.id).first.sequel_of
Writer.where(:id=>writer.id).first.movie_ids
rocky30=Movie.find(rocky30.id)
rocky30.destroy
Movie.where(:id=>rocky30.id).exists?
Movie.where(:id=>rocky30.id).first.writer_ids if Movie.where(:id=>rocky30.id).exists?
Movie.where(:id=>rocky31.id).exists?
Movie.where(:id=>rocky31.id).first.sequel_of  if Movie.where(:id=>rocky31.id).exists?
Writer.where(:id=>writer.id).exists?
Writer.where(:id=>writer.id).first.movie_ids if Writer.where(:id=>writer.id).exists?

To clean-up, we can follow-up with

p Movie.where(:title=>{:$regex=>"Rocky 3[0-1]"}).delete_all; \
Writer.where(:name=>{:$regex=>"A Writer"}).delete_all

Callbacks

To add some clarity to relationship handling and the delete versus destroy case, we add some callbacks to the Movie and Writer model classes to be notified when the document is being removed from the database.

  before_destroy do |doc|
    puts "before_destroy Movie callback for #{doc.id}, "\
         "sequel_to=#{doc.sequel_to}, writers=#{doc.writer_ids}"
  end
  after_destroy do |doc|
    puts "after_destroy Movie callback for #{doc.id}, "\
         "sequel_to=#{doc.sequel_to}, writers=#{doc.writer_ids}"
  end
  before_destroy do |doc|
    puts "before_destroy Writer callback for #{doc.id}, "\
        "movies=#{doc.movie_ids}"
  end
  after_destroy do |doc|
    puts "after_destroy Writer callback for #{doc.id}, "\
        "movies=#{doc.movie_ids}"
  end

Mongoid document states callbacks should be reserved for cross-cutting (e.g., send messages) behavior and and not business behavior. The documentation also states that the amount of callbacks should be limited within an object tree for performance reasons.

Note the callbacks are called when destroy is called on the object.

> Movie.new.destroy
before_destroy Movie callback for 5680088fe301d06376000006, sequel_to=, writers=[]
D, | {"delete"=>"movies", "deletes"=>[{"q"=>{"_id"=>BSON::ObjectId('5680088fe301d06376000006')}...
after_destroy Movie callback for 5680088fe301d06376000006, sequel_to=, writers=[]
 => true 

> Writer.new.destroy
before_destroy Writer callback for 56800908e301d06376000008, movies=[]
D, | {"delete"=>"writers", "deletes"=>[{"q"=>{"_id"=>BSON::ObjectId('56800908e301d06376000008')}...
after_destroy Writer callback for 56800908e301d06376000008, movies=[]
 => true 

But not called when only delete is called.

> Movie.new.delete
D, | {"delete"=>"movies", "deletes"=>[{"q"=>{"_id"=>BSON::ObjectId('56800896e301d06376000007')}...
 => true 

> Writer.new.delete
D, | {"delete"=>"writers", "deletes"=>[{"q"=>{"_id"=>BSON::ObjectId('5680090ce301d06376000009')}...
 => true 

Relationship Constraints: dependent: :destroy

To immediately demonstrate callbacks, lets look at the :destroy case.

  has_and_belongs_to_many :writers, dependent: :destroy
  has_one :sequel, foreign_key: :sequel_of, class_name:"Movie", dependent: :destroy

We start in our standard state.

> rocky30.id
 => BSON::ObjectId('56801498e301d06376000016') 
> Movie.where(:id=>rocky30.id).first.writer_ids
 => [BSON::ObjectId('56801498e301d06376000018')] 
> Movie.where(:id=>rocky31.id).first.sequel_of
 => BSON::ObjectId('56801498e301d06376000016') 
> Writer.where(:id=>writer.id).first.movie_ids
 => [BSON::ObjectId('56801498e301d06376000016')] 
> rocky30=Movie.find(rocky30.id)
> rocky30.destroy

The callbacks start with the parent object being called back.

before_destroy Movie callback for 56801498e301d06376000016, 
   sequel_to=, writers=[BSON::ObjectId('56801498e301d06376000018')]

Writers are retrieved by primary key (because the M:M relation stores the PK on the parent-side). The writer(s) are retrieved so that destroy callbacks could be issued and provided the document state during the callback. Each writer is removed from the database and the writer is also removed from the parent movies having that writer (including the one being removed in this case).

D, | {"find"=>"writers", "filter"=>
    {"$and"=>[{"_id"=>{"$in"=>[BSON::ObjectId('56801498e301d06376000018')]}}]}}
before_destroy Writer callback for 56801498e301d06376000018, 
    movies=[BSON::ObjectId('56801498e301d06376000016')]
D, | {"delete"=>"writers", "deletes"=>[{"q"=>{"_id"=>BSON::ObjectId('56801498e301d06376000018')}, ...
D, | {"update"=>"movies", "updates"=>[{
    "q"=>{"$and"=>[{"_id"=>{"$in"=>[BSON::ObjectId('56801498e301d06376000016')]}}]}, 
    "u"=>{"$pull"=>{"writer_ids"=>BSON::ObjectId('56801498e301d06376000018')}}...
after_destroy Writer callback for 56801498e301d06376000018, 
    movies=[BSON::ObjectId('56801498e301d06376000016')]

Sequel Movies are located by foreign key (sequel_of), retrieved, and callbacks invoked. There is an extra call to the database in this case to locate the sequel of a sequel.

D, | {"find"=>"movies", "filter"=>{"sequel_of"=>BSON::ObjectId('56801498e301d06376000016')}}
before_destroy Movie callback for 56801498e301d06376000017, 
    sequel_to=#<Movie:0x00000005349130>, writers=[]
D, | {"find"=>"movies", "filter"=>{"sequel_of"=>BSON::ObjectId('56801498e301d06376000017')}}
D, | {"delete"=>"movies", "deletes"=>[{"q"=>{"_id"=>BSON::ObjectId('56801498e301d06376000017')},...
after_destroy Movie callback for 56801498e301d06376000017, 
    sequel_to=#<Movie:0x00000005349130>, writers=[]

At this point, the parent Movie is removed and any writer still having a reference to this movie has their foreign key removed. This seems unnecessary, but remember this is all done outside of a transaction -- so redundant calls may be useful.

D, | {"delete"=>"movies", "deletes"=>[{"q"=>{"_id"=>BSON::ObjectId('56801498e301d06376000016')},...
D, | {"update"=>"writers", "updates"=>[{
    "q"=>{"$and"=>[{"_id"=>{"$in"=>[BSON::ObjectId('56801498e301d06376000018')]}}]}, 
    "u"=>{"$pull"=>{"movie_ids"=>BSON::ObjectId('56801498e301d06376000016')}},...
after_destroy Movie callback for 56801498e301d06376000016, 
    sequel_to=, writers=[BSON::ObjectId('56801498e301d06376000018')]
 => true 

The parent and all children have been removed for the dependent: :destroy case.

> Movie.where(:id=>rocky30.id).exists?
 => false 
> Movie.where(:id=>rocky30.id).first.writer_ids if Movie.where(:id=>rocky30.id).exists?
 => nil 
> Movie.where(:id=>rocky31.id).exists?
 => false 
> Movie.where(:id=>rocky31.id).first.sequel_of  if Movie.where(:id=>rocky31.id).exists?
 => nil 
> Writer.where(:id=>writer.id).exists?
 => false 
> Writer.where(:id=>writer.id).first.movie_ids if Writer.where(:id=>writer.id).exists?
 => nil 

Relationship Constraints: dependent: :delete

To further demonstrate callbacks, lets look at the :delete case. The two cases have primarily the same end functionality except that :delete does not invoke callbacks on the children. However, we do see a difference in how :delete and :destroy work for the M:M case.

  has_and_belongs_to_many :writers, dependent: :delete
  has_one :sequel, foreign_key: :sequel_of, class_name:"Movie", dependent: :delete

We start in our standard state. The destroy callbacks are still invoked on the parent because we have called destroy() on the parent. The impact of our change should be restricted to what occurs for the child.

> rocky30.id
 => BSON::ObjectId('56801c88e301d06376000019') 
> Movie.where(:id=>rocky30.id).first.writer_ids
 => [BSON::ObjectId('56801c88e301d0637600001b')] 
> Movie.where(:id=>rocky31.id).first.sequel_of
 => BSON::ObjectId('56801c88e301d06376000019') 
> Writer.where(:id=>writer.id).first.movie_ids
 => [BSON::ObjectId('56801c88e301d06376000019')] 
> rocky30=Movie.find(rocky30.id)
> rocky30.destroy
before_destroy Movie callback for 56801c88e301d06376000019, 
    sequel_to=, writers=[BSON::ObjectId('56801c88e301d0637600001b')]

Even though callbacks are not being called for the Writers, each Writer to accessed by primary key using the values on the Movie-side.

D, | {"find"=>"writers", "filter"=>{"$and"=>[{
    "_id"=>{"$in"=>[BSON::ObjectId('56801c88e301d0637600001b')]}}]}}

Even though we are eventually removing the Movie and looking to remove dependents, it appears that the relationship is severed first. Each Writer is updated to have the Movie ID removed from its foreign key list. The Movie has its relationships cleared.

D, | {"update"=>"writers", "updates"=>[{
    "q"=>{"$and"=>[{"_id"=>{"$in"=>[BSON::ObjectId('56801c88e301d0637600001b')]}}]}, 
    "u"=>{"$pull"=>{"movie_ids"=>BSON::ObjectId('56801c88e301d06376000019')}}...
D, | {"update"=>"movies", "updates"=>[{"q"=>{"_id"=>BSON::ObjectId('56801c88e301d06376000019')}, 
    "u"=>{"$set"=>{"writer_ids"=>[]}}...

Sequel processing causes each child Movie to be located by a foreign key to the parent being removed. An extra set of Writer and Movie sequel processing occurs for the child Movie (since it is also a Movie). The child movie is finally removed after all cleanup has been done for that type.

D, | {"find"=>"movies", "filter"=>{"sequel_of"=>BSON::ObjectId('56801c88e301d06376000019')}}
D, | {"update"=>"writers", "updates"=>[{"q"=>{"$and"=>[{"_id"=>{"$in"=>[]}}]}, 
    "u"=>{"$pull"=>{"movie_ids"=>BSON::ObjectId('56801c88e301d0637600001a')}},...
D, | {"update"=>"movies", "updates"=>[{"q"=>{"_id"=>BSON::ObjectId('56801c88e301d0637600001a')}, 
    "u"=>{"$set"=>{"writer_ids"=>[]}},...
D, | {"find"=>"movies", "filter"=>{"sequel_of"=>BSON::ObjectId('56801c88e301d0637600001a')}}
D, | {"delete"=>"movies", "deletes"=>[{"q"=>{"_id"=>BSON::ObjectId('56801c88e301d0637600001a')}...

At this point the parent Movie is removed.

D, | {"delete"=>"movies", "deletes"=>[{"q"=>{"_id"=>BSON::ObjectId('56801c88e301d06376000019')}...
after_destroy Movie callback for 56801c88e301d06376000019, 
    sequel_to=, writers=[]
 => true 

However -- one curious things is that the Writer was never removed. This is different behavior than the other relationship cardinalities and should be noted.

> Movie.where(:id=>rocky30.id).exists?
 => false 
> Movie.where(:id=>rocky30.id).first.writer_ids if Movie.where(:id=>rocky30.id).exists?
 => nil 
> Movie.where(:id=>rocky31.id).exists?
 => false 
> Movie.where(:id=>rocky31.id).first.sequel_of  if Movie.where(:id=>rocky31.id).exists?
 => nil 
> Writer.where(:id=>writer.id).exists?
 => true 
> Writer.where(:id=>writer.id).first.movie_ids if Writer.where(:id=>writer.id).exists?
 => [] 

Relationship Constraints: dependent: :nullify

To leave the children in place when removing the parent, we can switch the constraint to :nullify.

  has_and_belongs_to_many :writers, dependent: :nullify
  has_one :sequel, foreign_key: :sequel_of, class_name:"Movie", dependent: :nullify

We start in our standard state.

> rocky30.id
 => BSON::ObjectId('568022c9e301d0637600001c') 
> Movie.where(:id=>rocky30.id).first.writer_ids
 => [BSON::ObjectId('568022c9e301d0637600001e')] 
> Movie.where(:id=>rocky31.id).first.sequel_of
 => BSON::ObjectId('568022c9e301d0637600001c') 
> Writer.where(:id=>writer.id).first.movie_ids
 => [BSON::ObjectId('568022c9e301d0637600001c')] 
> rocky30=Movie.find(rocky30.id)
> rocky30.destroy
before_destroy Movie callback for 568022c9e301d0637600001c, 
    sequel_to=, writers=[BSON::ObjectId('568022c9e301d0637600001e')]

The Writers are retrieved for some reason and followed up by the parent Movie being removed from Writer foreign key references. Writer references in the parent Movie to be removed are cleared as well. You will find that this M:M behavior is the same as in the :delete case.

D, | {"find"=>"writers", "filter"=>{"$and"=>[{
    "_id"=>{"$in"=>[BSON::ObjectId('568022c9e301d0637600001e')]}}]}}
D, | {"update"=>"writers", "updates"=>[{
    "q"=>{"$and"=>[{"_id"=>{"$in"=>[BSON::ObjectId('568022c9e301d0637600001e')]}}]}, 
    "u"=>{"$pull"=>{"movie_ids"=>BSON::ObjectId('568022c9e301d0637600001c')}}...
D, | {"update"=>"movies", "updates"=>[{"q"=>{"_id"=>BSON::ObjectId('568022c9e301d0637600001c')}, 
    "u"=>{"$set"=>{"writer_ids"=>[]}},...

Sequel Movies are retrieved for some reason and then the database is cleared of the foreign key to the parent. The extra query is there to locate the sequel of the sequel.

D, | {"find"=>"movies", "filter"=>{"sequel_of"=>BSON::ObjectId('568022c9e301d0637600001c')}}
D, | {"find"=>"movies", "filter"=>{"sequel_of"=>BSON::ObjectId('568022c9e301d0637600001d')}}
D, | {"update"=>"movies", "updates"=>[{"q"=>{"_id"=>BSON::ObjectId('568022c9e301d0637600001d')}, 
    "u"=>{"$set"=>{"sequel_of"=>nil, "updated_at"=>2015-12-27 17:41:29 UTC}}...

At this point the parent movie is removed from the database.

D, | {"delete"=>"movies", "deletes"=>[{"q"=>{"_id"=>BSON::ObjectId('568022c9e301d0637600001c')}...
after_destroy Movie callback for 568022c9e301d0637600001c, 
    sequel_to=, writers=[]
 => true 

None of the child documents are removed. They are orphaned with nil references to a parent.

> Movie.where(:id=>rocky30.id).exists?
 => false 
> Movie.where(:id=>rocky30.id).first.writer_ids if Movie.where(:id=>rocky30.id).exists?
 => nil 
> Movie.where(:id=>rocky31.id).exists?
 => true 
> Movie.where(:id=>rocky31.id).first.sequel_of  if Movie.where(:id=>rocky31.id).exists?
 => nil 
> Writer.where(:id=>writer.id).exists?
 => true 
> Writer.where(:id=>writer.id).first.movie_ids if Writer.where(:id=>writer.id).exists?
 => [] 

Relationship Constraints: dependent: (default)

To follow-up on the default case and how it is not exactly the same as the :nullify case in the database, we change to the following:

  has_and_belongs_to_many :writers
  has_one :sequel, foreign_key: :sequel_of, class_name:"Movie"

We start in our standard state.

> rocky30.id
 => BSON::ObjectId('56802765e301d0637600001f') 
> Movie.where(:id=>rocky30.id).first.writer_ids
 => [BSON::ObjectId('56802765e301d06376000021')] 
> Movie.where(:id=>rocky31.id).first.sequel_of
 => BSON::ObjectId('56802765e301d0637600001f') 
> Writer.where(:id=>writer.id).first.movie_ids
 => [BSON::ObjectId('56802765e301d0637600001f')] 
> rocky30=Movie.find(rocky30.id)
> rocky30.destroy
before_destroy Movie callback for 56802765e301d0637600001f, 
    sequel_to=, writers=[BSON::ObjectId('56802765e301d06376000021')]

Note the amount and type of callbacks is quite a bit different from the :nullify case. The parent Movie is removed from the database prior to anything being queried. This is then followed up with the relationship being removed from the M:M Writer relationship but not the Movie sequel relationship.

D, {"delete"=>"movies", "deletes"=>[{"q"=>{"_id"=>BSON::ObjectId('56802765e301d0637600001f')},...
D, {"update"=>"writers", "updates"=>[{
    "q"=>{"$and"=>[{"_id"=>{"$in"=>[BSON::ObjectId('56802765e301d06376000021')]}}]}, 
    "u"=>{"$pull"=>{"movie_ids"=>BSON::ObjectId('56802765e301d0637600001f')}},...
after_destroy Movie callback for 56802765e301d0637600001f, 
    sequel_to=, writers=[BSON::ObjectId('56802765e301d06376000021')]
 => true 

The Movie sequel and Writer still exists and the Writer will end up in the :nullify state except thru much less work. The Writer ends up in an orphan state, like :nullify except that it is left referencing the parent that no longer exists.

2.2.2 :151 > Movie.where(:id=>rocky30.id).exists?
 => false 
2.2.2 :152 > Movie.where(:id=>rocky30.id).first.writer_ids if Movie.where(:id=>rocky30.id).exists?
 => nil 
2.2.2 :153 > Movie.where(:id=>rocky31.id).exists?
 => true 
2.2.2 :154 > Movie.where(:id=>rocky31.id).first.sequel_of  if Movie.where(:id=>rocky31.id).exists?
 => BSON::ObjectId('56802765e301d0637600001f') 
2.2.2 :155 > Writer.where(:id=>writer.id).exists?
 => true 
2.2.2 :156 > Writer.where(:id=>writer.id).first.movie_ids if Writer.where(:id=>writer.id).exists?
 => [] 

Relationship Constraints: dependent: :restrict

The restrict case is a bit different than the others in that it will stop the removal from occuring if there is an existing child reference to the parent being removed.

  has_and_belongs_to_many :writers, dependent: :restrict
  has_one :sequel, foreign_key: :sequel_of, class_name:"Movie", dependent: :restrict

We start in our standard state.

> rocky30.id
 => BSON::ObjectId('568029ede301d06376000022') 
> Movie.where(:id=>rocky30.id).first.writer_ids
 => [BSON::ObjectId('568029ede301d06376000024')] 
> Movie.where(:id=>rocky31.id).first.sequel_of
 => BSON::ObjectId('568029ede301d06376000022') 
> Writer.where(:id=>writer.id).first.movie_ids
 => [BSON::ObjectId('568029ede301d06376000022')] 
> rocky30=Movie.find(rocky30.id)
> rocky30.destroy
before_destroy Movie callback for 568029ede301d06376000022, 
    sequel_to=, writers=[BSON::ObjectId('568029ede301d06376000024')]

However, in this case the removal goes nowhere because a child reference is found. In this case processing was stopped when the first child reference was found. The same error would result on the other relationship if Mongoid needed to go that far in checking relationships.

D, {"count"=>"writers", "query"=>{"$and"=>[{
   "_id"=>{"$in"=>[BSON::ObjectId('568029ede301d06376000024')]}}]}}
Mongoid::Errors::DeleteRestriction: 
message:
  Cannot delete Movie because of dependent 'writers'.
summary:
  When defining 'writers' with a :dependent => :restrict, Mongoid will
  raise an error when attempting to delete the Movie when the child
  'writers' still has documents in it.
resolution:
  Don't attempt to delete the parent Movie when it has children, or
  change the dependent option on the relation.

Notice how all objects and relationships stay in-place.

> Movie.where(:id=>rocky30.id).exists?
 => true 
> Movie.where(:id=>rocky30.id).first.writer_ids if Movie.where(:id=>rocky30.id).exists?
 => [BSON::ObjectId('568029ede301d06376000024')] 
> Movie.where(:id=>rocky31.id).exists?
 => true 
> Movie.where(:id=>rocky31.id).first.sequel_of  if Movie.where(:id=>rocky31.id).exists?
 => BSON::ObjectId('568029ede301d06376000022') 
> Writer.where(:id=>writer.id).exists?
 => true 
> Writer.where(:id=>writer.id).first.movie_ids if Writer.where(:id=>writer.id).exists?
 => [BSON::ObjectId('568029ede301d06376000022')] 

Queries

Geolocation Query

Geolocation queries are synatically straight forward in Mongoid and every model class has the built-in ability to express and execute a geolocation query. The is nothing specifically required except for a set of geolocation coordinates in one of the fields and an index.

class Actor
  include Mongoid::Document
  embeds_one :place_of_birth, class_name: 'Place' , as: :locatable
  ...
  index ({ :"place_of_birth.geolocation" => Mongo::Index::GEO2DSPHERE })

We can grab a place from the places collection and directly express a query on the Actors class.

> silver_spring=Place.where(:city=>"Silver Spring", :state=>"MD").first

> Actor.near(:"place_of_birth.geolocation"=>silver_spring.geolocation)
       .limit(5).each {|actor| pp "#{actor.name}, pob=#{actor.place_of_birth.id}"}

DEBUG | {"find"=>"actors", "filter"=>{"place_of_birth.geolocation"=>{
  "$near"=>{:type=>"Point", :coordinates=>[-77.026088, 38.99066570000001]}}}, 
  "limit"=>5}

"Lewis Black, pob=Silver Spring, MD, USA"
"Jeffrey Wright, pob=Washington, DC, USA"
"Samuel L. Jackson, pob=Washington, DC, USA"
"Laura Cayouette, pob=Laurel, MD, USA"
"Mark Rolston, pob=Baltimore, MD, USA

We can add a custom method to the Actor class to make this slightly easier to call.

  def self.near_pob place, max_meters
    near(:"place_of_birth.geolocation" => place.geolocation)
    .max_distance(:"place_of_birth.geolocation" =>max_meters)
  end
end
> Actor.near_pob(silver_spring, 10*1609.34)
       .each {|actor| pp "#{actor.name}, pob=#{actor.place_of_birth.id}"}
"Lewis Black, pob=Silver Spring, MD, USA"
"Jeffrey Wright, pob=Washington, DC, USA"
"Samuel L. Jackson, pob=Washington, DC, USA"

Scaffolding

Assembly

The following describes some details of how the movies application example was assembled.

Create Application

  1. Create a new Rails application.
$ rails new movies
$ cd movies
  1. Add the mongoid gem to the Gemfile and run bundle.
gem 'mongoid', '~> 5.0.0'
$ bundle
  1. Configure application with Mongoid by generating a config/mongoid.yml file and loading that from within config/application.rb.
rails g mongoid:config
  config/mongoid.yml
module Movies
  class Application < Rails::Application
    ...
    #bootstraps mongoid within applications -- like rails console
    Mongoid.load!('./config/mongoid.yml')
    ...
    #mongoid gem configures mongoid as default model generator
    #this can make it explicit or switch back to active_record default
    config.generators {|g| g.orm :mongoid}
    #config.generators {|g| g.orm :active_record}
  1. Start Rails server.
$ rails s

Custom Classes Assembly

Create custom classes that primarily represent anonymous blocks of information within the documents. Mongoid does not require that any information be mapped, but mapping it extends your ability to query the information and conveniently transform it if necessary (otherwise just leave it alone). In the case of this application there are two demonstration custom classes; Measurement and Point.

  • Measurement
  • Point

Each of the classes typically had an initialize() method that took specific arguments and not general purpose for different sources. The to_s is useful to output a formatted string of what the object represents.

  • initialize - normalized form -- independent of source formats
  • to_s - useful in producing formatted output

Mongoid requires one instance method called mongoize to to create a hash, array, etc. of data that is in database form.

  • mongoize - creates a DB-form of the instance

Mongoid requires the class provide three (3) class methods to be able to take an external object form and return either the database or object instance form. There is typically a lot of case statements checking for type and other signatures to determine how to get it in the required format.

  • self.demongoize(object) - creates an instance of the class from the DB-form of the data
  • self.mongoize(object) - takes in all forms of the object and produces a DB-friendly form
  • self.evolve(object) - used by criteria to convert object to DB-friendly form

Create Scaffold

The examples in this section assume that mongoid is the default model generator. To be explicit at command time, add the --orm mongoid option to the command line.

Place Assembly

Place models a point and its descriptive address information.

  1. Generate the core of the model class using the rails generate command.

    $ rails g model Place formatted_address geolocation:Point street_number \
        street_name city postal_code county state country

    This generates the following model class.

    class Place
      include Mongoid::Document
      field :formatted_address, type: String
      field :geolocation, type: Point
      field :street_number, type: String
      field :street_name, type: String
      field :city, type: String
      field :postal_code, type: String
      field :county, type: String
      field :state, type: String
      field :country, type: String
    end
  2. Override the default field mapping for _id to use the formatted_address.

      field :_id, type: String, default: -> { formatted_address }
  3. Some instances of this class will be embedded in other documents -- but not always documents of the exact same model class type. Therefore we still declare the embedded_in property but state that it is embedded inside any model class that declares an embeds propert defined as type locatable.

      embedded_in :locatable, polymorphic: true 
  4. There is one more thing we need to add to classes that take custom types. If you intend to modify this object using the UI or external classes that want to deal mostly with strings, you should beef up your demongoize method to take additional forms that can convert the representation to instance form.

      def sanitize_for_mass_assignment(params)
        params ||= {}
        params.each_pair do |key, val|
          case 
          when ["geolocation"].include?(key)
            params[key]=Point.demongoize(val)
          else
          end
        end
      end

Director Assembly

Director models the detailed information of a movie director.

  1. Generate the core of the model class using the rails generate command.

    $ rails g model Director name

    This generates the following model class.

    class Director
      include Mongoid::Document
      field :name, type: String
    end
  2. Add the Timestamp mixin.

    class Director
      include Mongoid::Document
      include Mongoid::Timestamps
  3. Add a many-to-one, belongs_to relation from Director to Place. Note that, in this case, the Place is not embedded. It is linked using a foreign key.

      belongs_to :residence, class_name: 'Place'
  4. Add an instance method that will return a query clause set to return the movies the director is asociated with. We have to do this using a custom query since the actual movie reference to the director is through an embedded class (DirectorRef)

      def movies
        Movie.where(:"directors._id"=>self.id)
      end
  5. Add optional validation of the name. We went light on validation, but this is one of the few places used.

      validates_presence_of :name

DirectorRef Assembly

DirectorRef is an annotated reference to a director that gets embedded into the Movie. The class is populated with fields that describe the director and anything possibly related specifically to that movie. However, anything added to this class that is director-specific must be updated everywhere this director is used.

  1. Generate the core of the model class using the rails generate command.

    $ rails g model DirectorRef name

    This generates the following model class.

    class DirectorRef
      include Mongoid::Document
      field :name, type: String
    end
  2. Add the embedded_in relation to the Movie.

      embedded_in :movie
  3. Add the child many-to-one relation from DirectorRef to the actual Director class. This class was referred to as an annotated link. This foreign key holds the link and the other properties are either cached from what is on the other side of that link of specific to this movie.

      belongs_to :director, foreign_key: :_id

Writer Assembly

Writer holds the detailed information about the writer of a movie. This class is directly associated with the movie without an annotated link.

  1. Generate the core of the model class using the rails generate command.

    $ rails g model Writer name

    This generates the following model class.

    class Writer
      include Mongoid::Document
      field :name, type: String
    end
  2. Add the Timestamps mixin.

    class Writer
      include Mongoid::Document
      include Mongoid::Timestamps
  3. Add an embeds_one relation to the Place. Remember that the Director used a foreign key reference to the Place and this collection uses an embdded copy.

      embeds_one :hometown, as: :locatable, class_name: 'Place'
  4. Add the many-to-many relationship with Movie. Since the relationship is directly between the Movie and Writer, we can delegate all of this to Mongoid.

      has_and_belongs_to_many :movies

Actor Assembly

Actor contains the information details of an actor in a Movie.

  1. Generate the core of the model class using the rails generate command.

    $ rails g model Actor name birth_name date_of_birth:Date height:Measurement bio:text

    This generates the following model class.

    class Actor
      include Mongoid::Document
      field :name, type: String
      field :birth_name, type: String
      field :date_of_birth, type: Date
      field :height, type: Measurement
      field :bio, type: String
    end
  2. Add a mapping of birth_name to the document value of birthName. The snake_case form of the name follows Rails naming standards, which will help us out when we get to the scaffold.

      field :birthName, as: :birth_name, type: String
  3. Add an embeds_one relationship with Place. Since multiple model types can embed a Place, we must declare the polymorphic label (locatable) defined in Place.

      embeds_one :place_of_birth, class_name: 'Place' , as: :locatable
  4. Add an index on the geolocation coordinates within the actor's birth place.

      index ({ :"place_of_birth.geolocation" => Mongo::Index::GEO2DSPHERE })
  5. Add a few custom queries that mimic what Mongoid would have implemented if it were allowed to declare a has_many to an embedded class or to the parent of an embedded class. Instead, we are forced to write a small amount of application code to make that happen.

      #sort-of has_many :movies, class_name:"Movie"
      def movies
        Movie.where(:"roles._id"=>self.id)
      end
      #sort-of has_many roles:, class_name: 'MovieRole`
      def roles
        Movie.where(:"roles._id"=>self.id).map {|m| m.roles.where(:_id=>self.id).first}
      end  
  6. Add a geolocation search helper method for place_of_birth. This primarily keeps the client from having to know the index name.

      def self.near_pob place, max_meters
        near(:"place_of_birth.geolocation" => place.geolocation)
        .max_distance(:"place_of_birth.geolocation" =>max_meters)
      end
  7. Add conversion support for custom types added during mass assignment. This method will have to be beefed up with the various string or other object formats you throw at the custom type.

      def sanitize_for_mass_assignment(params)
        params ||= {}
        params.each_pair do |key, val|
          case 
          when ["height"].include?(key)
            params[key]=Measurement.demongoize(val)
          else
          end
        end
      end

MovieRole Assembly

MovieRole holds the role-specific information and relation between the Movie and Actor.

  1. Generate the core of the model class using the rails generate command.

    $ rails g model MovieRole character actor_name main:boolean 
        url_character url_photo url_profile

    This generates the following model class.

    class MovieRole
      include Mongoid::Document
      field :character, type: String
      field :actor_name, type: String
      field :main, type: Mongoid::Boolean
      field :url_character, type: String
      field :url_photo, type: String
      field :url_profile, type: String
    end
  2. Add document mappings for a few of the camelCase properties in the document.

      field :actorName, as: :actor_name, type: String
      field :urlCharacter, as: :url_character, type: String
      field :urlPhoto, as: :url_photo, type: String
      field :urlProfile, as: :url_profile, type: String
  3. Add the embedded relationship to Movie.

      embedded_in :movie
  4. Add the foreign key, many-to-one relationship to Actor.

      belongs_to :actor, foreign_key: :_id, touch: true 

Movie Assembly

Movie holds the core information about the movie, its properties, and supporting members.

  1. Generate the core of the model class using the rails generate command.

    $ rails g model Movie title type rated year:integer release_date:date \
        runtime:Measurement votes:integer countries:array languages:array \
        genres:array filming_locations:array metascore simple_plot:text \
        plot:text url_imdb url_poster directors:array actors:array

    This generates the following model class.

    class Movie
      include Mongoid::Document
      field :title, type: String
      field :type, type: String
      field :rated, type: String
      field :year, type: Integer
      field :release_date, type: Date
      field :runtime, type: Measurement
      field :votes, type: Integer
      field :countries, type: Array
      field :languages, type: Array
      field :genres, type: Array
      field :filming_locations, type: Array
      field :metascore, type: String
      field :simple_plot, type: String
      field :plot, type: String
      field :url_imdb, type: String
      field :url_poster, type: String
      field :directors, type: Array
      field :actors, type: Array
    end
  2. Add the Timestamps mixin.

    class Movie
      include Mongoid::Document
      include Mongoid::Timestamps
    
  3. Add document mappings for a few of the camelCase properties in the document.

      field :filmingLocations, as: :filming_locations, type: Array
      field :simplePlot, as: :simple_plot,  type: String
      field :urlIMDB, as: :url_imdb,  type: String
      field :urlPoster, as: :url_poster, type: String
  4. Add the two embedded relationships to MovieRole and DirectorRef. These are two annotated links to Actor and Director and contain cached information on the Movie side about the document they link to. MovieRole also contains some movie-specific information relative to the movie role.

      embeds_many :roles, class_name:"MovieRole"
      embeds_many :directors, class_name:"DirectorRef"
  5. Add the many-to-many relationship with Writer. This relationship was thinned down to just the foreign key on both sides of the relationship so the entire relation can be managed by Mongoid.

      has_and_belongs_to_many :writers
      has_one :sequel, foreign_key: :sequel_of, class_name:"Movie"
      belongs_to :sequel_to, foreign_key: :sequel_of, class_name:"Movie"
  6. Add a method to address receiving updates for type-specific fields in simple string format from the web clients. This method and supporting converters need to be beefed up as new situations are encountered with non-native type strings. Notice, however, anything that has a built-in conversion to/from a string (e.g., Date and Integer) do not have to be converted.

      def sanitize_for_mass_assignment(params)
        params ||= {}
        params.each_pair do |key, val|
          case 
          when ["runtime"].include?(key)
            params[key]=Measurement.demongoize(val)
          when ["countries",
                "languages",
                "genres",
                "filming_locations"].include?(key) && val.is_a?(String)
            params[key]=val.split(",").map {|v| v.strip }
          else
          end
        end
      end

Import Data

$ rake db:seed

Test Drive

  1. Locate actors with a place of birth near Silver Spring, MD.
> Actor.near_pob(silver_spring, 10*1609.34)
       .each {|actor| pp "#{actor.name}, pob=#{actor.place_of_birth.id}"}; nil
"Lewis Black, pob=Silver Spring, MD, USA"                                                                                                                                                     
"Jeffrey Wright, pob=Washington, DC, USA"                                                                                                                                                     
"Roy Dotrice, pob=Washington, DC, USA"                                                                                                                                                        
"Samuel L. Jackson, pob=Washington, DC, USA"   
 > damon.movies.map {|movie| movie.title}
  => ["The Bourne Ultimatum", "Good Will Hunting", 
      "The Martian", "Saving Private Ryan"] 
> damon=Actor.where(:name=>{:$regex=>"Matt Damon"}).first
> damon.roles.map {|role| "#{role.character} => #{role.movie.title}"}
 => ["Jason Bourne => The Bourne Ultimatum", 
     "Will Hunting => Good Will Hunting", 
     "Mark Watney => The Martian", 
     "Private Ryan => Saving Private Ryan"] 
 > pvt_ryan=damon.movies.where(:title=>"Saving Private Ryan").first
 > pvt_ryan.roles.each {|role| puts "#{role.actor_name} => #{role.actor.birth_name}"}; nil
 Tom Hanks => Thomas Jeffrey Hanks
 Tom Sizemore => Thomas Edward Sizemore Jr.
 Edward Burns => Edward Fitzgerald Burns
 Barry Pepper => Barry Robert Pepper
 Adam Goldberg => Adam Charles Goldberg
 Vin Diesel => Mark Sinclair
 Giovanni Ribisi => Antonino Giovanni Ribisi
 Jeremy Davies => Jeremy Davies Boring
 Matt Damon => Matthew Paige Damon
 Ted Danson => Edward Bridge Danson III
 Paul Giamatti => Paul Edward Valentine Giamatti
 Dennis Farina => 
 Joerg Stadler => 
 Max Martini => Maximilian Carlo Martini
 Dylan Bruno => Dylan A. Bruno
> pvt_ryan.directors.map {|d| d.name}
 => ["Steven Spielberg"] 
> pvt_ryan.directors.map {|d| d.director.name}
 => ["Steven Spielberg"] 
> pvt_ryan.directors.map {|d| d.director.movies.map {|m| m.title}}
 => [["Jurassic Park", "Jaws", "Saving Private Ryan"]]
> pvt_ryan.writers.map {|w| w.name }
 => ["Robert Rodat"]
> pvt_ryan.writers.map {|w| w.movies.map {|m| m.title}}
 => [["Saving Private Ryan"]] 

Controller/View Assembly

Movies Contoller/View Assembly

  1. Generate the scaffold for the controller and view.

    $ rails g scaffold_controller Movie title type rated year:integer \
        release_date:date runtime:integer votes:integer countries:array \
        languages:array genres:array filming_locations:array metascore \
        simple_plot:text plot:text url_imdb url_poster directors:array actors:array
  2. Add the movies resource to config/routes.rb

    Rails.application.routes.draw do
       resources :movies
  3. Basic page is displayable.

    http://localhost:3000/movies
  4. Bring the url_poster, title, and url_imdb elements to the beginning of the table along with their titles.

          <th>Poster</th>
          <th>Title</th>
          <th>Url imdb</th>
          ...
          <td><%= movie.url_poster %></td>
          <td><%= movie.title %></td>
          <td><%= movie.url_imdb %></td>
  5. Change the url_poster to an img tag and use the value of url_poster as the URL to the image.

          <td><img height="100px" width="80px" src= <%= movie.url_poster %>/></td>
  6. Combine the title and url_imdb such that the title is the link text and the url_imdb is the URL of the link. Remove the header for the url_imdb.

          <td><%= link_to movie.title, movie.url_imdb %></td>
  7. Remove plot, directors, and actors form the index page. Feel free to remove or adjust anything else.

          <th>Plot</th>
          <th>Directors</th>
          <th>Actors</th>
          ...
          <td><%= movie.plot %></td>
          <td><%= movie.directors %></td>
          <td><%= movie.actors %></td>
  8. Add general purpose partial view to dump contents of objects to a table. We will make use of this as we add relationships. You may have to create the application directory below view.

    app/views/application/_member.html.erb

    <div class="field">
    <table border='1'>
      <% member.attributes.sort.each do |r| %>
        <tr>
          <td><%= r[0] %></td>
          <td><%= r[1] %></td>
        </tr>
      <% end %>
    </table>
    </div>
  9. Update the show page to use the partial just created. This should build a very simple, but functional view of the related information.

    <p>
      <strong>Directors:</strong>
      <%= render partial: "member", collection: @movie.directors %>
    </p>
    
    <p>
      <strong>Writers:</strong>
      <%= render partial: "member", collection: @movie.writers %>
    </p>
    
    <p>
      <strong>Actors:</strong>
      <%= render partial: "member", collection: @movie.roles %>
    </p>
  10. It is endless what you can do from here.

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