Chewy
Chewy is an ODM (Object Document Mapper), built on top of the official Elasticsearch client.
Why Chewy?
In this section we'll cover why you might want to use Chewy instead of the official elasticsearch-ruby
client gem.
-
Every index is observable by all the related models.
Most of the indexed models are related to other and sometimes it is necessary to denormalize this related data and put at the same object. For example, you need to index an array of tags together with an article. Chewy allows you to specify an updateable index for every model separately - so corresponding articles will be reindexed on any tag update.
-
Bulk import everywhere.
Chewy utilizes the bulk ES API for full reindexing or index updates. It also uses atomic updates. All the changed objects are collected inside the atomic block and the index is updated once at the end with all the collected objects. See Chewy.strategy(:atomic)
for more details.
-
Powerful querying DSL.
Chewy has an ActiveRecord-style query DSL. It is chainable, mergeable and lazy, so you can produce queries in the most efficient way. It also has object-oriented query and filter builders.
-
Support for ActiveRecord.
Installation
Add this line to your application's Gemfile
:
gem 'chewy'
And then execute:
$ bundle
Or install it yourself as:
$ gem install chewy
Compatibility
Ruby
Chewy is compatible with MRI 3.0-3.2¹.
¹ Ruby 3 is only supported with Rails 6.1
Elasticsearch compatibility matrix
Chewy version | Elasticsearch version |
---|
8.0.0 | 8.x |
7.2.x | 7.x |
7.1.x | 7.x |
7.0.x | 6.8, 7.x |
6.0.0 | 5.x, 6.x |
5.x | 5.x, limited support for 1.x & 2.x |
Important: Chewy doesn't follow SemVer, so you should always
check the release notes before upgrading. The major version is linked to the
newest supported Elasticsearch and the minor version bumps may include breaking changes.
See our migration guide for detailed upgrade instructions between
various Chewy versions.
Active Record
5.2, 6.0, 6.1 Active Record versions are supported by all Chewy versions.
Getting Started
Chewy provides functionality for Elasticsearch index handling, documents import mappings, index update strategies and chainable query DSL.
Minimal client setting
Create config/initializers/chewy.rb
with this line:
Chewy.settings = {host: 'localhost:9250'}
And run rails g chewy:install
to generate chewy.yml
:
test:
host: 'localhost:9250'
prefix: 'test'
development:
host: 'localhost:9200'
Elasticsearch
Make sure you have Elasticsearch up and running. You can install it locally, but the easiest way is to use Docker:
$ docker run --rm --name elasticsearch -p 9200:9200 -p 9300:9300 -e "discovery.type=single-node" -e "xpack.security.enabled=false" elasticsearch:8.15.0
Security
Please note that starting from version 8 ElasticSearch has security features enabled by default.
Docker command above has it disabled for local testing convenience. If you want to enable it, omit
"xpack.security.enabled=false"
part from Docker command, and run these command after starting container (container name es8
assumed):
Reset password for elastic
user:
docker container exec es8 '/usr/share/elasticsearch/bin/elasticsearch-reset-password' -u elastic
Extract CA certificate generated by ElasticSearch on first run:
docker container cp es8:/usr/share/elasticsearch/config/certs/http_ca.crt tmp/
And then add them to settings:
development:
host: 'localhost:9200'
user: 'elastic'
password: 'SomeLongPassword'
transport_options:
ssl:
ca_file: './tmp/http_ca.crt'
Index
Create app/chewy/users_index.rb
with User Index:
class UsersIndex < Chewy::Index
settings analysis: {
analyzer: {
email: {
tokenizer: 'keyword',
filter: ['lowercase']
}
}
}
index_scope User
field :first_name
field :last_name
field :email, analyzer: 'email'
end
Model
Add User model, table and migrate it:
$ bundle exec rails g model User first_name last_name email
$ bundle exec rails db:migrate
Add update_index
to app/models/user.rb:
class User < ApplicationRecord
update_index('users') { self }
end
Example of data request
- Once a record is created (could be done via the Rails console), it creates User index too:
User.create(
first_name: "test1",
last_name: "test1",
email: 'test1@example.com',
# other fields
)
# UsersIndex Import (355.3ms) {:index=>1}
# => #<User id: 1, first_name: "test1", last_name: "test1", email: "test1@example.com", # other fields>
- A query could be exposed at a given
UsersController
:
def search
@users = UsersIndex.query(query_string: { fields: [:first_name, :last_name, :email, ...], query: search_params[:query], default_operator: 'and' })
render json: @users.to_json, status: :ok
end
private
def search_params
params.permit(:query, :page, :per)
end
- So a request against
http://localhost:3000/users/search?query=test1@example.com
issuing a response like:
[
{
"attributes":{
"id":"1",
"first_name":"test1",
"last_name":"test1",
"email":"test1@example.com",
...
"_score":0.9808291,
"_explanation":null
},
"_data":{
"_index":"users",
"_type":"_doc",
"_id":"1",
"_score":0.9808291,
"_source":{
"first_name":"test1",
"last_name":"test1",
"email":"test1@example.com",
...
}
}
}
]
Usage and configuration
Client settings
To configure the Chewy client you need to add chewy.rb
file with Chewy.settings
hash:
Chewy.settings = {host: 'localhost:9250'}
And add chewy.yml
configuration file.
You can create chewy.yml
manually or run rails g chewy:install
to generate it:
test:
host: 'localhost:9250'
prefix: 'test'
development:
host: 'localhost:9200'
The resulting config merges both hashes. Client options are passed as is to Elasticsearch::Transport::Client
except for the :prefix
, which is used internally by Chewy to create prefixed index names:
Chewy.settings = {prefix: 'test'}
UsersIndex.index_name
The logger may be set explicitly:
Chewy.logger = Logger.new(STDOUT)
See config.rb for more details.
AWS Elasticsearch
If you would like to use AWS's Elasticsearch using an IAM user policy, you will need to sign your requests for the es:*
action by injecting the appropriate headers passing a proc to transport_options
.
You'll need an additional gem for Faraday middleware: add gem 'faraday_middleware-aws-sigv4'
to your Gemfile.
require 'faraday_middleware/aws_sigv4'
Chewy.settings = {
host: 'http://my-es-instance-on-aws.us-east-1.es.amazonaws.com:80',
port: 80,
transport_options: {
headers: { content_type: 'application/json' },
proc: -> (f) do
f.request :aws_sigv4,
service: 'es',
region: 'us-east-1',
access_key_id: ENV['AWS_ACCESS_KEY'],
secret_access_key: ENV['AWS_SECRET_ACCESS_KEY']
end
}
}
Index definition
- Create
/app/chewy/users_index.rb
class UsersIndex < Chewy::Index
end
- Define index scope (you can omit this part if you don't need to specify a scope (i.e. use PORO objects for import) or options)
class UsersIndex < Chewy::Index
index_scope User.active
end
- Add some mappings
class UsersIndex < Chewy::Index
index_scope User.active.includes(:country, :badges, :projects)
field :first_name, :last_name
field :email, analyzer: 'email'
field :country, value: ->(user) { user.country.name }
field :badges, value: ->(user) { user.badges.map(&:name) }
field :projects do
field :title
field :description
field :categories, value: ->(project, user) { project.categories.map(&:name) if user.active? }
end
field :rating, type: 'integer'
field :created, type: 'date', include_in_all: false,
value: ->{ created_at }
end
See here for mapping definitions.
- Add some index-related settings. Analyzer repositories might be used as well. See
Chewy::Index.settings
docs for details:
class UsersIndex < Chewy::Index
settings analysis: {
analyzer: {
email: {
tokenizer: 'keyword',
filter: ['lowercase']
}
}
}
index_scope User.active.includes(:country, :badges, :projects)
root date_detection: false do
template 'about_translations.*', type: 'text', analyzer: 'standard'
field :first_name, :last_name
field :email, analyzer: 'email'
field :country, value: ->(user) { user.country.name }
field :badges, value: ->(user) { user.badges.map(&:name) }
field :projects do
field :title
field :description
end
field :about_translations, type: 'object'
field :rating, type: 'integer'
field :created, type: 'date', include_in_all: false,
value: ->{ created_at }
end
end
See index settings here.
See root object settings here.
See mapping.rb for more details.
- Add model-observing code
class User < ActiveRecord::Base
update_index('users') { self }
end
class Country < ActiveRecord::Base
has_many :users
update_index('users') { users }
end
class Project < ActiveRecord::Base
update_index('users') { user if user.active? }
end
class Book < ActiveRecord::Base
update_index(->(book) {"books_#{book.language}"}) { self }
end
Also, you can use the second argument for method name passing:
update_index('users', :self)
update_index('users', :users)
In the case of a belongs_to association you may need to update both associated objects, previous and current:
class City < ActiveRecord::Base
belongs_to :country
update_index('cities') { self }
update_index 'countries' do
previous_changes['country_id'] || country
end
end
Default import options
Every index has default_import_options
configuration to specify, suddenly, default import options:
class ProductsIndex < Chewy::Index
index_scope Post.includes(:tags)
default_import_options batch_size: 100, bulk_size: 10.megabytes, refresh: false
field :name
field :tags, value: -> { tags.map(&:name) }
end
See import.rb for available options.
Multi (nested) and object field types
To define an objects field you can simply nest fields in the DSL:
field :projects do
field :title
field :description
end
This will automatically set the type or root field to object
. You may also specify type: 'objects'
explicitly.
To define a multi field you have to specify any type except for object
or nested
in the root field:
field :full_name, type: 'text', value: ->{ full_name.strip } do
field :ordered, analyzer: 'ordered'
field :untouched, type: 'keyword'
end
The value:
option for internal fields will no longer be effective.
Geo Point fields
You can use Elasticsearch's geo mapping with the geo_point
field type, allowing you to query, filter and order by latitude and longitude. You can use the following hash format:
field :coordinates, type: 'geo_point', value: ->{ {lat: latitude, lon: longitude} }
or by using nested fields:
field :coordinates, type: 'geo_point' do
field :lat, value: ->{ latitude }
field :long, value: ->{ longitude }
end
See the section on Script fields for details on calculating distance in a search.
Join fields
You can use a join field
to implement parent-child relationships between documents.
It replaces the old parent_id
based parent-child mapping
To use it, you need to pass relations
and join
(with type
and id
) options:
field :hierarchy_link, type: :join, relations: {question: %i[answer comment], answer: :vote, vote: :subvote}, join: {type: :comment_type, id: :commented_id}
assuming you have comment_type
and commented_id
fields in your model.
Note that when you reindex a parent, its children and grandchildren will be reindexed as well.
This may require additional queries to the primary database and to elastisearch.
Also note that the join field doesn't support crutches (it should be a field directly defined on the model).
Crutches™ technology
Assume you are defining your index like this (product has_many categories through product_categories):
class ProductsIndex < Chewy::Index
index_scope Product.includes(:categories)
field :name
field :category_names, value: ->(product) { product.categories.map(&:name) }
end
Then the Chewy reindexing flow will look like the following pseudo-code:
Product.includes(:categories).find_in_batches(1000) do |batch|
bulk_body = batch.map do |object|
{name: object.name, category_names: object.categories.map(&:name)}.to_json
end
Chewy.client.bulk bulk_body
end
If you meet complicated cases when associations are not applicable you can replace Rails associations with Chewy Crutches™ technology:
class ProductsIndex < Chewy::Index
index_scope Product
crutch :categories do |collection|
data = ProductCategory.joins(:category).where(product_id: collection.map(&:id)).pluck(:product_id, 'categories.name')
data.each.with_object({}) { |(id, name), result| (result[id] ||= []).push(name) }
end
field :name
field :category_names, value: ->(product, crutches) { crutches[:categories][product.id] }
end
An example flow will look like this:
Product.includes(:categories).find_in_batches(1000) do |batch|
crutches[:categories] = ProductCategory.joins(:category).where(product_id: batch.map(&:id)).pluck(:product_id, 'categories.name')
.each.with_object({}) { |(id, name), result| (result[id] ||= []).push(name) }
bulk_body = batch.map do |object|
{name: object.name, category_names: crutches[:categories][object.id]}.to_json
end
Chewy.client.bulk bulk_body
end
So Chewy Crutches™ technology is able to increase your indexing performance in some cases up to a hundredfold or even more depending on your associations complexity.
Witchcraft™ technology
One more experimental technology to increase import performance. As far as you know, chewy defines value proc for every imported field in mapping, so at the import time each of these procs is executed on imported object to extract result document to import. It would be great for performance to use one huge whole-document-returning proc instead. So basically the idea or Witchcraft™ technology is to compile a single document-returning proc from the index definition.
index_scope Product
witchcraft!
field :title
field :tags, value: -> { tags.map(&:name) }
field :categories do
field :name, value: -> (product, category) { category.name }
field :type, value: -> (product, category, crutch) { crutch.types[category.name] }
end
The index definition above will be compiled to something close to:
-> (object, crutches) do
{
title: object.title,
tags: object.tags.map(&:name),
categories: object.categories.map do |object2|
{
name: object2.name
type: crutches.types[object2.name]
}
end
}
end
And don't even ask how is it possible, it is a witchcraft.
Obviously not every type of definition might be compiled. There are some restrictions:
- Use reasonable formatting to make
method_source
be able to extract field value proc sources. - Value procs with splat arguments are not supported right now.
- If you are generating fields dynamically use value proc with arguments, argumentless value procs are not supported yet:
[:first_name, :last_name].each do |name|
field name, value: -> (o) { o.send(name) }
end
However, it is quite possible that your index definition will be supported by Witchcraft™ technology out of the box in most of the cases.
Raw Import
Another way to speed up import time is Raw Imports. This technology is only available in ActiveRecord adapter. Very often, ActiveRecord model instantiation is what consumes most of the CPU and RAM resources. Precious time is wasted on converting, say, timestamps from strings and then serializing them back to strings. Chewy can operate on raw hashes of data directly obtained from the database. All you need is to provide a way to convert that hash to a lightweight object that mimics the behaviour of the normal ActiveRecord object.
class LightweightProduct
def initialize(attributes)
@attributes = attributes
end
def created_at
@attributes['created_at'].tr(' ', 'T') << 'Z'
end
end
index_scope Product
default_import_options raw_import: ->(hash) {
LightweightProduct.new(hash)
}
field :created_at, 'datetime'
Also, you can pass :raw_import
option to the import
method explicitly.
Index creation during import
By default, when you perform import Chewy checks whether an index exists and creates it if it's absent.
You can turn off this feature to decrease Elasticsearch hits count.
To do so you need to set skip_index_creation_on_import
parameter to false
in your config/chewy.yml
Skip record fields during import
You can use ignore_blank: true
to skip fields that return true
for the .blank?
method:
index_scope Country
field :id
field :cities, ignore_blank: true do
field :id
field :name
field :surname, ignore_blank: true
field :description
end
Default values for different types
By default ignore_blank
is false on every type except geo_point
.
Journaling
You can record all actions that were made to the separate journal index in ElasticSearch.
When you create/update/destroy your documents, it will be saved in this special index.
If you make something with a batch of documents (e.g. during index reset) it will be saved as a one record, including primary keys of each document that was affected.
Common journal record looks like this:
{
"action": "index",
"object_id": [1, 2, 3],
"index_name": "...",
"created_at": "<timestamp>"
}
This feature is turned off by default.
But you can turn it on by setting journal
setting to true
in config/chewy.yml
.
Also, you can specify journal index name. For example:
production:
journal: true
journal_name: my_super_journal
Also, you can provide this option while you're importing some index:
CityIndex.import journal: true
Or as a default import option for an index:
class CityIndex
index_scope City
default_import_options journal: true
end
You may be wondering why do you need it? The answer is simple: not to lose the data.
Imagine that you reset your index in a zero-downtime manner (to separate index), and in the meantime somebody keeps updating the data frequently (to old index). So all these actions will be written to the journal index and you'll be able to apply them after index reset using the Chewy::Journal
interface.
When enabled, journal can grow to enormous size, consider setting up cron job that would clean it occasionally using chewy:journal:clean
rake task.
Index manipulation
UsersIndex.delete
UsersIndex.delete!
UsersIndex.create
UsersIndex.create!
UsersIndex.purge
UsersIndex.purge!
UsersIndex.import
UsersIndex.import User.where('rating > 100')
UsersIndex.import User.where('rating > 100').to_a
UsersIndex.import [1, 2, 42]
UsersIndex.import User.where('rating > 100'), update_fields: [:email]
UsersIndex.import!
UsersIndex.reset!
If the passed user is #destroyed?
, or satisfies a delete_if
index_scope option, or the specified id does not exist in the database, import will perform delete from index action for this object.
index_scope User, delete_if: :deleted_at
index_scope User, delete_if: -> { deleted_at }
index_scope User, delete_if: ->(user) { user.deleted_at }
See actions.rb for more details.
Index update strategies
Assume you've got the following code:
class City < ActiveRecord::Base
update_index 'cities', :self
end
class CitiesIndex < Chewy::Index
index_scope City
field :name
end
If you do something like City.first.save!
you'll get an UndefinedUpdateStrategy exception instead of the object saving and index updating. This exception forces you to choose an appropriate update strategy for the current context.
If you want to return to the pre-0.7.0 behavior - just set Chewy.root_strategy = :bypass
.
:atomic
The main strategy here is :atomic
. Assume you have to update a lot of records in the db.
Chewy.strategy(:atomic) do
City.popular.map(&:do_some_update_action!)
end
Using this strategy delays the index update request until the end of the block. Updated records are aggregated and the index update happens with the bulk API. So this strategy is highly optimized.
:sidekiq
This does the same thing as :atomic
, but asynchronously using sidekiq. Patch Chewy::Strategy::Sidekiq::Worker
for index updates improving.
Chewy.strategy(:sidekiq) do
City.popular.map(&:do_some_update_action!)
end
The default queue name is chewy
, you can customize it in settings: sidekiq.queue_name
Chewy.settings[:sidekiq] = {queue: :low}
:lazy_sidekiq
This does the same thing as :sidekiq
, but with lazy evaluation. Beware it does not allow you to use any non-persistent record state for indices and conditions because record will be re-fetched from database asynchronously using sidekiq. However for destroying records strategy will fallback to :sidekiq
because it's not possible to re-fetch deleted records from database.
The purpose of this strategy is to improve the response time of the code that should update indexes, as it does not only defer actual ES calls to a background job but update_index
callbacks evaluation (for created and updated objects) too. Similar to :sidekiq
, index update is asynchronous so this strategy cannot be used when data and index synchronization is required.
Chewy.strategy(:lazy_sidekiq) do
City.popular.map(&:do_some_update_action!)
end
The default queue name is chewy
, you can customize it in settings: sidekiq.queue_name
Chewy.settings[:sidekiq] = {queue: :low}
:delayed_sidekiq
It accumulates IDs of records to be reindexed during the latency window in Redis and then performs the reindexing of all accumulated records at once.
This strategy is very useful in the case of frequently mutated records.
It supports the update_fields
option, so it will attempt to select just enough data from the database.
Keep in mind, this strategy does not guarantee reindexing in the event of Sidekiq worker termination or an error during the reindexing phase.
This behavior is intentional to prevent continuous growth of Redis db.
There are three options that can be defined in the index:
class CitiesIndex...
strategy_config delayed_sidekiq: {
latency: 3,
margin: 2,
ttl: 60 * 60 * 24,
reindex_wrapper: ->(&reindex) {
ActiveRecord::Base.connected_to(role: :reading) { reindex.call }
}
}
...
end
Also you can define defaults in the initializers/chewy.rb
Chewy.settings = {
strategy_config: {
delayed_sidekiq: {
latency: 3,
margin: 2,
ttl: 60 * 60 * 24,
reindex_wrapper: ->(&reindex) {
ActiveRecord::Base.connected_to(role: :reading) { reindex.call }
}
}
}
}
or in config/chewy.yml
strategy_config:
delayed_sidekiq:
latency: 3
margin: 2
ttl: <%= 60 * 60 * 24 %>
You can use the strategy identically to other strategies
Chewy.strategy(:delayed_sidekiq) do
City.popular.map(&:do_some_update_action!)
end
The default queue name is chewy
, you can customize it in settings: sidekiq.queue_name
Chewy.settings[:sidekiq] = {queue: :low}
Explicit call of the reindex using :delayed_sidekiq strategy
CitiesIndex.import([1, 2, 3], strategy: :delayed_sidekiq)
Explicit call of the reindex using :delayed_sidekiq
strategy with :update_fields
support
CitiesIndex.import([1, 2, 3], update_fields: [:name], strategy: :delayed_sidekiq)
While running tests with delayed_sidekiq strategy and Sidekiq is using a real redis instance that is NOT cleaned up in between tests (via e.g. Sidekiq.redis(&:flushdb)
), you'll want to cleanup some redis keys in between tests to avoid state leaking and flaky tests. Chewy provides a convenience method for that:
Chewy::Strategy::DelayedSidekiq.clear_timechunks!
:active_job
This does the same thing as :atomic
, but using ActiveJob. This will inherit the ActiveJob configuration settings including the active_job.queue_adapter
setting for the environment. Patch Chewy::Strategy::ActiveJob::Worker
for index updates improving.
Chewy.strategy(:active_job) do
City.popular.map(&:do_some_update_action!)
end
The default queue name is chewy
, you can customize it in settings: active_job.queue_name
Chewy.settings[:active_job] = {queue: :low}
:urgent
The following strategy is convenient if you are going to update documents in your index one by one.
Chewy.strategy(:urgent) do
City.popular.map(&:do_some_update_action!)
end
This code will perform City.popular.count
requests for ES documents update.
It is convenient for use in e.g. the Rails console with non-block notation:
> Chewy.strategy(:urgent)
> City.popular.map(&:do_some_update_action!)
:bypass
When the bypass strategy is active the index will not be automatically updated on object save.
For example, on City.first.save!
the cities index would not be updated.
Nesting
Strategies are designed to allow nesting, so it is possible to redefine it for nested contexts.
Chewy.strategy(:atomic) do
city1.do_update!
Chewy.strategy(:urgent) do
city2.do_update!
city3.do_update!
end
city4..do_update!
end
Non-block notation
It is possible to nest strategies without blocks:
Chewy.strategy(:urgent)
city1.do_update!
Chewy.strategy(:bypass)
city2.do_update!
Chewy.strategy.pop
city3.do_update!
Designing your own strategies
See strategy/base.rb for more details. See strategy/atomic.rb for an example.
Rails application strategies integration
There are a couple of predefined strategies for your Rails application. Initially, the Rails console uses the :urgent
strategy by default, except in the sandbox case. When you are running sandbox it switches to the :bypass
strategy to avoid polluting the index.
Migrations are wrapped with the :bypass
strategy. Because the main behavior implies that indices are reset after migration, there is no need for extra index updates. Also indexing might be broken during migrations because of the outdated schema.
Controller actions are wrapped with the configurable value of Chewy.request_strategy
and defaults to :atomic
. This is done at the middleware level to reduce the number of index update requests inside actions.
It is also a good idea to set up the :bypass
strategy inside your test suite and import objects manually only when needed, and use Chewy.massacre
when needed to flush test ES indices before every example. This will allow you to minimize unnecessary ES requests and reduce overhead.
Deprecation note: since version 8 wildcard removing of indices is disabled by default. You can enable it for a cluster with setting action.destructive_requires_name
to false.
RSpec.configure do |config|
config.before(:suite) do
Chewy.strategy(:bypass)
end
end
Elasticsearch client options
All connection options, except the :prefix
, are passed to the Elasticseach::Client.new
(chewy/lib/chewy.rb):
Here's the relevant Elasticsearch documentation on the subject: https://rubydoc.info/gems/elasticsearch-transport#setting-hosts
ActiveSupport::Notifications
support
Chewy has notifying the following events:
search_query.chewy
payload
payload[:index]
: requested index classpayload[:request]
: request hash
import_objects.chewy
payload
-
payload[:index]
: currently imported index name
-
payload[:import]
: imports stats, total imported and deleted objects count:
{index: 30, delete: 5}
-
payload[:errors]
: might not exist. Contains grouped errors with objects ids list:
{index: {
'error 1 text' => ['1', '2', '3'],
'error 2 text' => ['4']
}, delete: {
'delete error text' => ['10', '12']
}}
NewRelic integration
To integrate with NewRelic you may use the following example source (config/initializers/chewy.rb):
require 'new_relic/agent/instrumentation/evented_subscriber'
class ChewySubscriber < NewRelic::Agent::Instrumentation::EventedSubscriber
def start(name, id, payload)
event = ChewyEvent.new(name, Time.current, nil, id, payload)
push_event(event)
end
def finish(_name, id, _payload)
pop_event(id).finish
end
class ChewyEvent < NewRelic::Agent::Instrumentation::Event
OPERATIONS = {
'import_objects.chewy' => 'import',
'search_query.chewy' => 'search',
'delete_query.chewy' => 'delete'
}.freeze
def initialize(*args)
super
@segment = start_segment
end
def start_segment
segment = NewRelic::Agent::Transaction::DatastoreSegment.new product, operation, collection, host, port
if (txn = state.current_transaction)
segment.transaction = txn
end
segment.notice_sql @payload[:request].to_s
segment.start
segment
end
def finish
if (txn = state.current_transaction)
txn.add_segment @segment
end
@segment.finish
end
private
def state
@state ||= NewRelic::Agent::TransactionState.tl_get
end
def product
'Elasticsearch'
end
def operation
OPERATIONS[name]
end
def collection
payload.values_at(:type, :index)
.reject { |value| value.try(:empty?) }
.first
.to_s
end
def host
Chewy.client.transport.hosts.first[:host]
end
def port
Chewy.client.transport.hosts.first[:port]
end
end
end
ActiveSupport::Notifications.subscribe(/.chewy$/, ChewySubscriber.new)
Search requests
Quick introduction.
Composing requests
The request DSL have the same chainable nature as AR. The main class is Chewy::Search::Request
.
CitiesIndex.query(match: {name: 'London'})
Main methods of the request DSL are: query
, filter
and post_filter
, it is possible to pass pure query hashes or use elasticsearch-dsl
.
CitiesIndex
.filter(term: {name: 'Bangkok'})
.query(match: {name: 'London'})
.query.not(range: {population: {gt: 1_000_000}})
You can query a set of indexes at once:
CitiesIndex.indices(CountriesIndex).query(match: {name: 'Some'})
See https://www.elastic.co/guide/en/elasticsearch/reference/current/query-dsl.html and https://github.com/elastic/elasticsearch-dsl-ruby for more details.
An important part of requests manipulation is merging. There are 4 methods to perform it: merge
, and
, or
, not
. See Chewy::Search::QueryProxy for details. Also, only
and except
methods help to remove unneeded parts of the request.
Every other request part is covered by a bunch of additional methods, see Chewy::Search::Request for details:
CitiesIndex.limit(10).offset(30).order(:name, {population: {order: :desc}})
Request DSL also provides additional scope actions, like delete_all
, exists?
, count
, pluck
, etc.
The request DSL supports pagination with Kaminari
. An extension is enabled on initialization if Kaminari
is available. See Chewy::Search and Chewy::Search::Pagination::Kaminari for details.
Named scopes
Chewy supports named scopes functionality. There is no specialized DSL for named scopes definition, it is simply about defining class methods.
See Chewy::Search::Scoping for details.
Scroll API
ElasticSearch scroll API is utilized by a bunch of methods: scroll_batches
, scroll_hits
, scroll_wrappers
and scroll_objects
.
See Chewy::Search::Scrolling for details.
Loading objects
It is possible to load ORM/ODM source objects with the objects
method. To provide additional loading options use load
method:
CitiesIndex.load(scope: -> { active }).to_a
CitiesIndex.load(scope: -> { active }).objects
See Chewy::Search::Loader for more details.
In case when it is necessary to iterate through both of the wrappers and objects simultaneously, object_hash
method helps a lot:
scope = CitiesIndex.load(scope: -> { active })
scope.each do |wrapper|
scope.object_hash[wrapper]
end
Rake tasks
For a Rails application, some index-maintaining rake tasks are defined.
chewy:reset
Performs zero-downtime reindexing as described here. So the rake task creates a new index with unique suffix and then simply aliases it to the common index name. The previous index is deleted afterwards (see Chewy::Index.reset!
for more details).
rake chewy:reset
rake chewy:reset[users]
rake chewy:reset[users,cities]
rake chewy:reset[-users,cities]
chewy:upgrade
Performs reset exactly the same way as chewy:reset
does, but only when the index specification (setting or mapping) was changed.
It works only when index specification is locked in Chewy::Stash::Specification
index. The first run will reset all indexes and lock their specifications.
See Chewy::Stash::Specification and Chewy::Index::Specification for more details.
rake chewy:upgrade
rake chewy:upgrade[users]
rake chewy:upgrade[users,cities]
rake chewy:upgrade[-users,cities]
chewy:update
It doesn't create indexes, it simply imports everything to the existing ones and fails if the index was not created before.
rake chewy:update
rake chewy:update[users]
rake chewy:update[users,cities]
rake chewy:update[-users,cities]
chewy:sync
Provides a way to synchronize outdated indexes with the source quickly and without doing a full reset. By default field updated_at
is used to find outdated records, but this could be customized by outdated_sync_field
as described at Chewy::Index::Syncer.
Arguments are similar to the ones taken by chewy:update
task.
See Chewy::Index::Syncer for more details.
rake chewy:sync
rake chewy:sync[users]
rake chewy:sync[users,cities]
rake chewy:sync[-users,cities]
chewy:deploy
This rake task is especially useful during the production deploy. It is a combination of chewy:upgrade
and chewy:sync
and the latter is called only for the indexes that were not reset during the first stage.
It is not possible to specify any particular indexes for this task as it doesn't make much sense.
Right now the approach is that if some data had been updated, but index definition was not changed (no changes satisfying the synchronization algorithm were done), it would be much faster to perform manual partial index update inside data migrations or even manually after the deploy.
Also, there is always full reset alternative with rake chewy:reset
.
chewy:create_missing_indexes
This rake task creates newly defined indexes in ElasticSearch and skips existing ones. Useful for production-like environments.
Parallelizing rake tasks
Every task described above has its own parallel version. Every parallel rake task takes the number for processes for execution as the first argument and the rest of the arguments are exactly the same as for the non-parallel task version.
https://github.com/grosser/parallel gem is required to use these tasks.
If the number of processes is not specified explicitly - parallel
gem tries to automatically derive the number of processes to use.
rake chewy:parallel:reset
rake chewy:parallel:upgrade[4]
rake chewy:parallel:update[4,cities]
rake chewy:parallel:sync[4,-users]
rake chewy:parallel:deploy[4]
chewy:journal
This namespace contains two tasks for the journal manipulations: chewy:journal:apply
and chewy:journal:clean
. Both are taking time as the first argument (optional for clean) and a list of indexes exactly as the tasks above. Time can be in any format parsable by ActiveSupport.
rake chewy:journal:apply["$(date -v-1H -u +%FT%TZ)"]
rake chewy:journal:apply["$(date -v-1H -u +%FT%TZ)",users]
When the size of the journal becomes very large, the classical way of deletion would be obstructive and resource consuming. Fortunately, Chewy internally uses delete-by-query ES function which supports async execution with batching and throttling.
The available options, which can be set by ENV variables, are listed below:
WAIT_FOR_COMPLETION
- a boolean flag. It controls async execution. It waits by default. When set to false
(0
, f
, false
or off
in any case spelling is accepted as false
), Elasticsearch performs some preflight checks, launches the request, and returns a task reference you can use to cancel the task or get its status.REQUESTS_PER_SECOND
- float. The throttle for this request in sub-requests per second. No throttling is enforced by default.SCROLL_SIZE
- integer. The number of documents to be deleted in single sub-request. The default batch size is 1000.
rake chewy:journal:clean WAIT_FOR_COMPLETION=false REQUESTS_PER_SECOND=10 SCROLL_SIZE=5000
RSpec integration
Just add require 'chewy/rspec'
to your spec_helper.rb and you will get additional features:
update_index helper
mock_elasticsearch_response
helper to mock elasticsearch response
mock_elasticsearch_response_sources
helper to mock elasticsearch response sources
build_query
matcher to compare request and expected query (returns true
/false
)
To use mock_elasticsearch_response
and mock_elasticsearch_response_sources
helpers add include Chewy::Rspec::Helpers
to your tests.
See chewy/rspec/ for more details.
Minitest integration
Add require 'chewy/minitest'
to your test_helper.rb, and then for tests which you'd like indexing test hooks, include Chewy::Minitest::Helpers
.
Since you can set :bypass
strategy for test suites and manually handle import for the index and manually flush test indices using Chewy.massacre
. This will help reduce unnecessary ES requests
But if you require chewy to index/update model regularly in your test suite then you can specify :urgent
strategy for documents indexing. Add Chewy.strategy(:urgent)
to test_helper.rb.
Also, you can use additional helpers:
mock_elasticsearch_response
to mock elasticsearch response
mock_elasticsearch_response_sources
to mock elasticsearch response sources
assert_elasticsearch_query
to compare request and expected query (returns true
/false
)
See chewy/minitest/ for more details.
DatabaseCleaner
If you use DatabaseCleaner
in your tests with the transaction
strategy, you may run into the problem that ActiveRecord
's models are not indexed automatically on save despite the fact that you set the callbacks to do this with the update_index
method. The issue arises because chewy
indices data on after_commit
run as default, but all after_commit
callbacks are not run with the DatabaseCleaner
's' transaction
strategy. You can solve this issue by changing the Chewy.use_after_commit_callbacks
option. Just add the following initializer in your Rails application:
Chewy.use_after_commit_callbacks = !Rails.env.test?
Pre-request Filter
Should you need to inspect the query prior to it being dispatched to ElasticSearch during any queries, you can use the before_es_request_filter
. before_es_request_filter
is a callable object, as demonstrated below:
Chewy.before_es_request_filter = -> (method_name, args, kw_args) { ... }
While using the before_es_request_filter
, please consider the following:
before_es_request_filter
acts as a simple proxy before any request made via the ElasticSearch::Client
. The arguments passed to this filter include:
method_name
- The name of the method being called. Examples are search, count, bulk and etc.args
and kw_args
- These are the positional arguments provided in the method call.
- The operation is synchronous, so avoid executing any heavy or time-consuming operations within the filter to prevent performance degradation.
- The return value of the proc is disregarded. This filter is intended for inspection or modification of the query rather than generating a response.
- Any exception raised inside the callback will propagate upward and halt the execution of the query. It is essential to handle potential errors adequately to ensure the stability of your search functionality.
Import scope clean-up behavior
Whenever you set the import_scope
for the index, in the case of ActiveRecord,
options for order, offset and limit will be removed. You can set the behavior of
chewy, before the clean-up itself.
The default behavior is a warning sent to the Chewy logger (:warn
). Another more
restrictive option is raising an exception (:raise
). Both options have a
negative impact on performance since verifying whether the code uses any of
these options requires building AREL query.
To avoid the loading time impact, you can ignore the check (:ignore
) before
the clean-up.
Chewy.import_scope_cleanup_behavior = :ignore
Contributing
- Fork it (http://github.com/toptal/chewy/fork)
- Create your feature branch (
git checkout -b my-new-feature
) - Implement your changes, cover it with specs and make sure old specs are passing
- Commit your changes (
git commit -am 'Add some feature'
) - Push to the branch (
git push origin my-new-feature
) - Create new Pull Request
Use the following Rake tasks to control the Elasticsearch cluster while developing, if you prefer native Elasticsearch installation over the dockerized one:
rake elasticsearch:start
rake elasticsearch:stop
Copyright
Copyright (c) 2013-2021 Toptal, LLC. See LICENSE.txt for
further details.