README.md

IdentityCache

Opt in read through ActiveRecord caching used in production and extracted from Shopify. IdentityCache lets you specify how you want to cache your model objects, at the model level, and adds a number of convenience methods for accessing those objects through the cache. Memcached is used as the backend cache store, and the database is only hit when a copy of the object cannot be found in Memcached.

IdentityCache keeps track of the objects that have cached indexes and uses an after_commit hook to expire those objects, and any up the tree, when they are changed.

Installation

Add this line to your application's Gemfile:

gem 'identity_cache'
gem 'cityhash'        # optional, for faster hashing (C-Ruby only)

gem 'dalli' # To use :mem_cache_store
# alternatively
gem 'memcached_store' # to use the old libmemcached based client

And then execute:

$ bundle

Add the following to all your environment/*.rb files (production/development/test):

If you use Dalli (recommended)

config.identity_cache_store = :mem_cache_store, "mem1.server.com", "mem2.server.com", {
  expires_in: 6.hours.to_i, # in case of network errors when sending a cache invalidation
  failover: false, # avoids more cache consistency issues
}

Add an initializer with this code:

IdentityCache.cache_backend = ActiveSupport::Cache.lookup_store(*Rails.configuration.identity_cache_store)

If you use Memcached (old client)

config.identity_cache_store = :memcached_store,
  Memcached.new(["mem1.server.com"],
    support_cas: true,
    auto_eject_hosts: false,  # avoids more cache consistency issues
  ), { expires_in: 6.hours.to_i } # in case of network errors when sending a cache invalidation

Add an initializer with this code:

IdentityCache.cache_backend = ActiveSupport::Cache.lookup_store(*Rails.configuration.identity_cache_store)

Usage

Basic Usage

class Image < ActiveRecord::Base
  include IdentityCache::WithoutPrimaryIndex
end

class Product < ActiveRecord::Base
  include IdentityCache

  has_many :images

  cache_has_many :images, embed: true
end

# Fetch the product by its id using the primary index as well as the embedded images association.
@product = Product.fetch(id)

# Access the loaded images for the Product.
@images = @product.fetch_images

Note: You must include the IdentityCache module into the classes where you want to use it.

Secondary Indexes

IdentityCache lets you lookup records by fields other than id. You can have multiple of these indexes with any other combination of fields:

class Product < ActiveRecord::Base
  include IdentityCache
  cache_index :handle, unique: true
  cache_index :vendor, :product_type
end

# Fetch the product from the cache by the index.
# If the object isn't in the cache it is pulled from the db and stored in the cache.
product = Product.fetch_by_handle(handle)

# Fetch multiple products by providing an array of index values.
products = Product.fetch_multi_by_handle(handles)

# Fetch a single product by providing composite attributes.
products = Product.fetch_by_vendor_and_product_type(vendor, product_type)

# Fetch multiple products by providing an array of composite attributes.
products = Product.fetch_multi_by_vendor_and_product_type([
  [vendor_1, product_type_1],
  [vendor_2, product_type_2],
  # ...
])

This gives you a lot of freedom to use your objects the way you want to, and doesn't get in your way. This does keep an independent cache copy in Memcached so you might want to watch the number of different caches that are being added.

Reading from the cache

IdentityCache adds fetch_* methods to the classes that you mark with cache indexes, based on those indexes. The example below will add a fetch_by_domain method to the class.

class Shop < ActiveRecord::Base
  include IdentityCache
  cache_index :domain
end

Association caches follow suit and add fetch_* methods based on the indexes added for those associations.

class Product < ActiveRecord::Base
  include IdentityCache
  has_many  :images
  has_one   :featured_image

  cache_has_many :images
  cache_has_one :featured_image, embed: :id
end

@product.fetch_featured_image
@product.fetch_images

To read multiple records in batch use fetch_multi.

class Product < ActiveRecord::Base
  include IdentityCache
end

Product.fetch_multi([1, 2])

Embedding Associations

IdentityCache can easily embed objects into the parents' cache entry. This means loading the parent object will also load the association and add it to the cache along with the parent. Subsequent cache requests will load the parent along with the association in one fetch. This can again mean some duplication in the cache if you want to be able to cache objects on their own as well, so it should be done with care. This works with both cache_has_many and cache_has_one methods.

class Product < ActiveRecord::Base
  include IdentityCache

  has_many :images
  cache_has_many :images, embed: true
end

@product = Product.fetch(id)
@product.fetch_images

With this code, on cache miss, the product and its associated images will be loaded from the db. All this data will be stored into the single cache key for the product. Later requests will load the entire blob of data; @product.fetch_images will not need to hit the db since the images are loaded with the product from the cache.

Caching Polymorphic Associations

IdentityCache tries to figure out both sides of an association whenever it can so it can set those up when rebuilding the object from the cache. In some cases this is hard to determine so you can tell IdentityCache what the association should be. This is most often the case when embedding polymorphic associations.

class Metafield < ActiveRecord::Base
  include IdentityCache
  belongs_to :owner, polymorphic: true
  cache_belongs_to :owner
end

class Product < ActiveRecord::Base
  include IdentityCache
  has_many :metafields, as: :owner
  cache_has_many :metafields
end

Caching Attributes

For cases where you may not need the entire object to be cached, just an attribute from record, cache_attribute can be used. This will cache the single attribute by the key specified.

class Redirect < ActiveRecord::Base
  cache_attribute :target, by: [:shop_id, :path]
end

Redirect.fetch_target_by_shop_id_and_path(shop_id, path)

This will read the attribute from the cache or query the database for the attribute and store it in the cache.

Methods Added to ActiveRecord::Base

cache_index

Options: [:unique] Allows you to say that an index is unique (only one object stored at the index) or not unique, which allows there to be multiple objects matching the index key. The default value is false.

Example: cache_index :handle

cache_has_many

Options: [:embed] When true, specifies that the association should be included with the parent when caching. This means the associated objects will be loaded already when the parent is loaded from the cache and will not need to be fetched on their own. When :ids, only the id of the associated records will be included with the parent when caching. Defaults to :ids.

Example: cache_has_many :metafields, embed: true

cache_has_one

Options: [:embed] When true, specifies that the association should be included with the parent when caching. This means the associated objects will be loaded already when the parent is loaded from the cache and will not need to be fetched on their own. No other values are currently implemented. When :id, only the id of the associated record will be included with the parent when caching.

Example: cache_has_one :configuration, embed: :id

cache_belongs_to

Example: cache_belongs_to :shop

cache_attribute

Options: [:by] Specifies what key(s) you want the attribute cached by. Defaults to :id.

Example: cache_attribute :target, by: [:shop_id, :path]

Memoized Cache Proxy

Cache reads and writes can be memoized for a block of code to serve duplicate identity cache requests from memory. This can be done for an http request by adding this around filter in your ApplicationController.

class ApplicationController < ActionController::Base
  around_filter :identity_cache_memoization

  def identity_cache_memoization(&block)
    IdentityCache.cache.with_memoization(&block)
  end
end

Versioning

Cache keys include a version number by default, specified in IdentityCache::CACHE_VERSION. This version number is updated whenever the storage format for cache values is modified. If you modify the cache value format, you must run rake update_serialization_format in order to pass the unit tests, and include the modified test/fixtures/serialized_record file in your pull request.

Caveats

IdentityCache is never going to be 100% consistent, since cache invalidations can be lost. As such, it was intentionally designed to be opt-in, so it is only used where cache inconsistency is tolerated. This means IdentityCache does not mess with the way normal Rails associations work, and including it in a model won't change any clients of that model until you switch them to use fetch instead of find. This means that you need to think carefully about when you use fetch and when you use find.

Expected sources of lost cache invalidations include:

• Database write performed that doesn't trigger an after_commit callback
• Process/system getting killed or crashing between the database commit and cache invalidation
• Network unavailability, including transient failures, preventing the delivery of the cache invalidation
• Memcached unavailability or failure preventing the processing of the cache invalidation request
• Memcached flush / restart could remove a cache invalidation that would normally interrupt a cache fill that started when the cache key was absent. E.g.
  1. cache key absent (not just invalidated)
  2. process 1 reads cache key
  3. process 1 starts reading from the database
  4. process 2 writes to the database
  5. process 2 writes a cache invalidation marker to cache key
  6. memcached flush
  7. process 1 uses an ADD operation, which succeeds in filling the cache with the now stale data
• Rollout of cache namespace changes (e.g. from upgrading IdentityCache, adding columns, cached associations or from application changes to IdentityCache.cache_namespace) can result in cache fills to the new namespace that aren't invalidated by cache invalidations from a process still using the old namespace

Cache expiration is meant to be used to help the system recover, but it only works if the application avoids using the cache data as a transaction to write data. IdentityCache avoids loading cached data from its methods during an open transaction, but can't prevent cache data that was loaded before the transaction was opened from being used in a transaction. IdentityCache won't help with scaling write traffic, it was intended for scaling database queries from read-only requests.

IdentityCache also caches the absence of database values (e.g. to avoid performance problems when it is destroyed), so lost cache invalidations can also result in that value continuing to remain absent. As such, avoid sending the id of an uncommitted database record to another process (e.g. queuing it to a background job), since that could result in an attempt to read the record by its id before it has been created. A cache invalidation will still be attempted when the record is created, but that could be lost.

Notes

• See CHANGELOG.md for a list of changes to the library over time.
• The library is MIT licensed and we welcome contributions. See CONTRIBUTING.md for more information.