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Active Record Basics
This guide is an introduction to Active Record.
After reading this guide, you will know:
- How Active Record fits into the Model-View-Controller (MVC) paradigm.
- What Object Relational Mapping and Active Record patterns are and how they are used in Rails.
- How to use Active Record models to manipulate data stored in a relational database.
- Active Record schema naming conventions.
- The concepts of database migrations, validations, callbacks, and associations.
What is Active Record?
Active Record is part of the M in MVC - the model - which is the layer of the system responsible for representing data and business logic. Active Record helps you create and use Ruby objects whose attributes require persistent storage to a database.
NOTE: What is the difference between Active Record and Active Model? It's
possible to model data with Ruby objects that do not need to be backed by a
database. Active Model is commonly used for that in
Rails
, making Active Record and Active Model both part of the M in MVC, as well
as your own plain Ruby objects.
The term "Active Record" also refers to a software architecture pattern. Active
Record in Rails
is an implementation of that pattern. It's also a description of
something called an Object Relational Mapping system. The below sections
explain these terms.
The Active Record Pattern
The Active Record pattern is described by Martin Fowler in the book Patterns of Enterprise Application Architecture as "an object that wraps a row in a database table, encapsulates the database access, and adds domain logic to that data." Active Record objects carry both data and behavior. Active Record classes match very closely to the record structure of the underlying database. This way users can easily read from and write to the database, as you will see in the examples below.
Object Relational Mapping
Object
Relational Mapping, commonly referred to as ORM, is a technique that
connects the rich objects of a programming language to tables in a relational
database management system (RDBMS). In the case of a Rails
application, these
are Ruby objects. Using an ORM, the attributes of Ruby objects, as well as the
relationship between objects, can be easily stored and retrieved from a database
without writing SQL statements directly. Overall, ORMs minimize the amount of
database access code you have to write.
NOTE: Basic knowledge of relational database management systems (RDBMS) and structured query language (SQL) is helpful in order to fully understand Active Record. Please refer to this SQL tutorial (or this RDBMS tutorial) or study them by other means if you would like to learn more.
Active Record as an ORM Framework
Active Record gives us the ability to do the following using Ruby objects:
- Represent models and their data.
- Represent associations between models.
- Represent inheritance hierarchies through related models.
- Validate models before they get persisted to the database.
- Perform database operations in an object-oriented fashion.
Convention over Configuration in Active Record
When writing applications using other programming languages or frameworks, it
may be necessary to write a lot of configuration code. This is particularly true
for ORM frameworks in general. However, if you follow the conventions adopted by
Rails
, you'll write very little to no configuration code when creating Active
Record models.
Rails
adopts the idea that if you configure your applications in the same way
most of the time, then that way should be the default. Explicit configuration
should be needed only in those cases where you can't follow the convention.
To take advantage of convention over configuration in Active Record, there are some naming and schema conventions to follow. And in case you need to, it is possible to override naming conventions.
Naming Conventions
Active Record uses this naming convention to map between models (represented by Ruby objects) and database tables:
Rails
will pluralize your model's class names to find the respective database
table. For example, a class named Book
maps to a database table named books
.
The Rails pluralization mechanisms are very powerful and capable of pluralizing
(and singularizing) both regular and irregular words in the English language.
This uses the Active Support
pluralize method.
For class names composed of two or more words, the model class name will follow the Ruby conventions of using an UpperCamelCase name. The database table name, in that case, will be a snake_case name. For example:
BookClub
is the model class, singular with the first letter of each word capitalized.book_clubs
is the matching database table, plural with underscores separating words.
Here are some more examples of model class names and corresponding table names:
Model / Class |
Table / Schema |
---|---|
Article |
articles |
LineItem |
line_items |
Product |
products |
Person |
people |
Schema Conventions
Active Record uses conventions for column names in the database tables as well, depending on the purpose of these columns.
- Primary keys - By default, Active Record will use an integer column named
id
as the table's primary key (bigint
for PostgreSQL, MySQL, and MariaDB,integer
for SQLite). When using Active Record Migrations to create your tables, this column will be automatically created. - Foreign keys - These fields should be named following the pattern
singularized_table_name_id
(e.g.,order_id
,line_item_id
). These are the fields that Active Record will look for when you create associations between your models.
There are also some optional column names that will add additional features to Active Record instances:
created_at
- Automatically gets set to the current date and time when the record is first created.updated_at
- Automatically gets set to the current date and time whenever the record is created or updated.lock_version
- Adds optimistic locking to a model.type
- Specifies that the model uses Single Table Inheritance.(association_name)_type
- Stores the type for polymorphic associations.(table_name)_count
- Used to cache the number of belonging objects on associations. For example, ifArticle
s have manyComment
s, acomments_count
column in thearticles
table will cache the number of existing comments for each article.
NOTE: While these column names are optional, they are reserved by Active Record.
Steer clear of reserved keywords when naming your table's columns. For example,
type
is a reserved keyword used to designate a table using Single Table
Inheritance (STI). If you are not using STI, use a different word to accurately
describe the data you are modeling.
Creating Active Record Models
When generating a Rails
application, an abstract ApplicationRecord
class will
be created in app/models/application_record.rb
. The ApplicationRecord
class
inherits from
::ActiveRecord::Base
and it's what turns a regular Ruby class into an Active Record model.
ApplicationRecord
is the base class for all Active Record models in your app.
To create a new model, subclass the ApplicationRecord
class and you're good to
go:
class Book < ApplicationRecord
end
This will create a Book
model, mapped to a books
table in the database,
where each column in the table is mapped to attributes of the Book
class. An
instance of Book
can represent a row in the books
table. The books
table
with columns id
, title
, and author
, can be created using an SQL statement
like this:
CREATE TABLE books (
id int(11) NOT NULL auto_increment,
title varchar(255),
author varchar(255),
PRIMARY KEY (id)
);
However, that is not how you do it normally in Rails. Database tables in Rails
are typically created using Active Record Migrations and not raw
SQL. A migration for the books
table above can be generated like this:
$ bin/rails generate migration CreateBooks title:string author:string
and results in this:
# Note:
# The `id` column, as the primary key, is automatically created by convention.
# Columns `created_at` and `updated_at` are added by `t.timestamps`.
# db/migrate/20240220143807_create_books.rb
class CreateBooks < ActiveRecord::Migration[8.0]
def change
create_table :books do |t|
t.string :title
t.string :
t.
end
end
end
That migration creates columns id
, title
, author
, created_at
and
updated_at
. Each row of this table can be represented by an instance of the
Book
class with the same attributes: id
, title
, author
, created_at
,
and updated_at
. You can access a book's attributes like this:
irb> book = Book.new
=> #<Book:0x00007fbdf5e9a038 id: nil, title: nil, author: nil, created_at: nil, updated_at: nil>
irb> book.title = "The Hobbit"
=> "The Hobbit"
irb> book.title
=> "The Hobbit"
NOTE: You can generate the Active Record model class as well as a matching
migration with the command bin/rails generate model Book title:string
author:string
. This creates the files app/models/book.rb
,
db/migrate/20240220143807_create_books.rb
, and a couple others for testing
purposes.
Creating Namespaced Models
Active Record models are placed under the app/models
directory by default. But
you may want to organize your models by placing similar models under their own
folder and namespace. For example, order.rb
and review.rb
under
app/models/book
with Book::Order
and Book::Review
class names,
respectively. You can create namespaced models with Active Record.
In the case where the Book
module does not already exist, the generate
command will create everything like this:
$ bin/rails generate model Book::Order
invoke active_record
create db/migrate/20240306194227_create_book_orders.rb
create app/models/book/order.rb
create app/models/book.rb
invoke test_unit
create test/models/book/order_test.rb
create test/fixtures/book/orders.yml
If the Book
module already exists, you will be asked to resolve
the conflict:
$ bin/rails generate model Book::Order
invoke active_record
create db/migrate/20240305140356_create_book_orders.rb
create app/models/book/order.rb
conflict app/models/book.rb
Overwrite /Users/bhumi/Code/rails_guides/app/models/book.rb? (enter "h" for help) [Ynaqdhm]
Once the namespaced model generation is successful, the Book
and Order
classes look like this:
# app/models/book.rb
module Book
def self.table_name_prefix
"book_"
end
end
# app/models/book/order.rb
class Book::Order < ApplicationRecord
end
Setting the
table_name_prefix
in Book
will allow Order
model's database table to be named
book_orders
, instead of plain orders
.
The other possibility is that you already have a Book
model that you want
to keep in app/models
. In that case, you can choose n
to not overwrite
book.rb
during the generate
command.
This will still allow for a namespaced table name for Book::Order
class,
without needing the table_name_prefix
:
# app/models/book.rb
class Book < ApplicationRecord
# existing code
end
Book::Order.table_name
# => "book_orders"
Overriding the Naming Conventions
What if you need to follow a different naming convention or need to use your Rails application with a legacy database? No problem, you can easily override the default conventions.
Since ApplicationRecord
inherits from ::ActiveRecord::Base
, your application's
models will have a number of helpful methods available to them. For example, you
can use the ActiveRecord::Base.table_name=
method to customize the table name
that should be used:
class Book < ApplicationRecord
self.table_name = "my_books"
end
If you do so, you will have to manually define the class name that is hosting
the fixtures (my_books.yml
) using the
set_fixture_class
method in your test definition:
# test/models/book_test.rb
class BookTest < ActiveSupport::TestCase
set_fixture_class my_books: Book
fixtures :my_books
# ...
end
It's also possible to override the column that should be used as the table's
primary key using the ActiveRecord::Base.primary_key=
method:
class Book < ApplicationRecord
self.primary_key = "book_id"
end
NOTE: Active Record does not recommend using non-primary key columns named
id
. Using a column named id
which is not a single-column primary key
complicates the access to the column value. The application will have to use the
id_value
alias attribute to access the value of the non-PK id
column.
NOTE: If you try to create a column named id
which is not the primary key,
Rails will throw an error during migrations such as: you can't redefine the
primary key column 'id' on 'my_books'.
To define a custom primary key, pass {
id: false } to create_table.
CRUD: Reading and Writing Data
CRUD is an acronym for the four verbs we use to operate on data: Create, Read, Update, and Delete. Active Record automatically creates methods to allow you to read and manipulate data stored in your application's database tables.
Active Record makes it seamless to perform CRUD operations by using these high-level methods that abstract away database access details. Note that all of these convenient methods result in SQL statement(s) that are executed against the underlying database.
The examples below show a few of the CRUD methods as well as the resulting SQL statements.
Create
Active Record objects can be created from a hash, a block, or have their
attributes manually set after creation. The new
method will return a new,
non-persisted object, while create
will save the object to the database and
return it.
For example, given a Book
model with attributes of title
and author
, the
create
method call will create an object and save a new record to the
database:
book = Book.create(title: "The Lord of the Rings", author: "J.R.R. Tolkien")
# Note that the `id` is assigned as this record is committed to the database.
book.inspect
# => "#<Book id: 106, title: \"The Lord of the Rings\", author: \"J.R.R. Tolkien\", created_at: \"2024-03-04 19:15:58.033967000 +0000\", updated_at: \"2024-03-04 19:15:58.033967000 +0000\">"
While the new
method will instantiate an object without saving it to the
database:
book = Book.new
book.title = "The Hobbit"
book. = "J.R.R. Tolkien"
# Note that the `id` is not set for this object.
book.inspect
# => "#<Book id: nil, title: \"The Hobbit\", author: \"J.R.R. Tolkien\", created_at: nil, updated_at: nil>"
# The above `book` is not yet saved to the database.
book.save
book.id # => 107
# Now the `book` record is committed to the database and has an `id`.
Finally, if a block is provided, both create
and new
will yield the new
object to that block for initialization, while only create
will persist the
resulting object to the database:
book = Book.new do |b|
b.title = "Metaprogramming Ruby 2"
b. = "Paolo Perrotta"
end
book.save
The resulting SQL statement from both book.save
and Book.create
look
something like this:
/* Note that `created_at` and `updated_at` are automatically set. */
INSERT INTO "books" ("title", "author", "created_at", "updated_at") VALUES (?, ?, ?, ?) RETURNING "id" [["title", "Metaprogramming Ruby 2"], ["author", "Paolo Perrotta"], ["created_at", "2024-02-22 20:01:18.469952"], ["updated_at", "2024-02-22 20:01:18.469952"]]
Read
Active Record provides a rich API for accessing data within a database. You can query a single record or multiple records, filter them by any attribute, order them, group them, select specific fields, and do anything you can do with SQL.
# Return a collection with all books.
books = Book.all
# Return a single book.
first_book = Book.first
last_book = Book.last
book = Book.take
The above results in the following SQL:
-- Book.all
SELECT "books".* FROM "books"
-- Book.first
SELECT "books".* FROM "books" ORDER BY "books"."id" ASC LIMIT ? [["LIMIT", 1]]
-- Book.last
SELECT "books".* FROM "books" ORDER BY "books"."id" DESC LIMIT ? [["LIMIT", 1]]
-- Book.take
SELECT "books".* FROM "books" LIMIT ? [["LIMIT", 1]]
We can also find specific books with find_by
and where
. While find_by
returns a single record, where
returns a list of records:
# Returns the first book with a given title or `nil` if no book is found.
book = Book.find_by(title: "Metaprogramming Ruby 2")
# Alternative to Book.find_by(id: 42). Will throw an exception if no matching book is found.
book = Book.find(42)
The above resulting in this SQL:
-- Book.find_by(title: "Metaprogramming Ruby 2")
SELECT "books".* FROM "books" WHERE "books"."title" = ? LIMIT ? [["title", "Metaprogramming Ruby 2"], ["LIMIT", 1]]
-- Book.find(42)
SELECT "books".* FROM "books" WHERE "books"."id" = ? LIMIT ? [["id", 42], ["LIMIT", 1]]
# Find all books by a given author, sort by created_at in reverse chronological order.
Book.where(author: "Douglas Adams").order(created_at: :desc)
resulting in this SQL:
SELECT "books".* FROM "books" WHERE "books"."author" = ? ORDER BY "books"."created_at" DESC [["author", "Douglas Adams"]]
There are many more Active Record methods to read and query records. You can learn more about them in the Active Record Query guide.
Update
Once an Active Record object has been retrieved, its attributes can be modified and it can be saved to the database.
book = Book.find_by(title: "The Lord of the Rings")
book.title = "The Lord of the Rings: The Fellowship of the Ring"
book.save
A shorthand for this is to use a hash mapping attribute names to the desired value, like so:
book = Book.find_by(title: "The Lord of the Rings")
book.update(title: "The Lord of the Rings: The Fellowship of the Ring")
the update
results in the following SQL:
/* Note that `updated_at` is automatically set. */
UPDATE "books" SET "title" = ?, "updated_at" = ? WHERE "books"."id" = ? [["title", "The Lord of the Rings: The Fellowship of the Ring"], ["updated_at", "2024-02-22 20:51:13.487064"], ["id", 104]]
This is useful when updating several attributes at once. Similar to create
,
using update
will commit the updated records to the database.
If you'd like to update several records in bulk without callbacks or
validations, you can update the database directly using update_all
:
Book.update_all(status: "already own")
Delete
Likewise, once retrieved, an Active Record object can be destroyed, which removes it from the database.
book = Book.find_by(title: "The Lord of the Rings")
book.destroy
The destroy
results in this SQL:
DELETE FROM "books" WHERE "books"."id" = ? [["id", 104]]
If you'd like to delete several records in bulk, you may use destroy_by
or destroy_all
method:
# Find and delete all books by Douglas Adams.
Book.destroy_by(author: "Douglas Adams")
# Delete all books.
Book.destroy_all
Validations
Active Record allows you to validate the state of a model before it gets written into the database. There are several methods that allow for different types of validations. For example, validate that an attribute value is not empty, is unique, is not already in the database, follows a specific format, and many more.
Methods like save
, create
and update
validate a model before persisting it
to the database. If the model is invalid, no database operations are performed. In
this case the save
and update
methods return false
. The create
method still
returns the object, which can be checked for errors. All of these
methods have a bang counterpart (that is, save!
, create!
and update!
),
which are stricter in that they raise an ::ActiveRecord::RecordInvalid
exception
when validation fails. A quick example to illustrate:
class User < ApplicationRecord
validates :name, presence: true
end
irb> user = User.new
irb> user.save
=> false
irb> user.save!
ActiveRecord::RecordInvalid: Validation failed: Name can't be blank
The create
method always returns the model, regardless of
its validity. You can then inspect this model for any errors.
irb> user = User.create
=> #<User:0x000000013e8b5008 id: nil, name: nil>
irb> user.errors.full_messages
=> ["Name can't be blank"]
You can learn more about validations in the Active Record Validations guide.
Callbacks
Active Record callbacks allow you to attach code to certain events in the lifecycle of your models. This enables you to add behavior to your models by executing code when those events occur, like when you create a new record, update it, destroy it, and so on.
class User < ApplicationRecord
after_create :log_new_user
private
def log_new_user
puts "A new user was registered"
end
end
irb> @user = User.create
A new user was registered
You can learn more about callbacks in the Active Record Callbacks guide.
Migrations
Rails provides a convenient way to manage changes to a database schema via migrations. Migrations are written in a domain-specific language and stored in files which are executed against any database that Active Record supports.
Here's a migration that creates a new table called publications
:
class CreatePublications < ActiveRecord::Migration[8.0]
def change
create_table :publications do |t|
t.string :title
t.text :description
t.references :publication_type
t.references :publisher, polymorphic: true
t.boolean :single_issue
t.
end
end
end
Note that the above code is database-agnostic: it will run in MySQL, MariaDB, PostgreSQL, SQLite, and others.
Rails keeps track of which migrations have been committed to the database and
stores them in a neighboring table in that same database called
schema_migrations
.
To run the migration and create the table, you'd run bin/rails db:migrate
, and
to roll it back and delete the table, bin/rails db:rollback
.
You can learn more about migrations in the Active Record Migrations guide.
Associations
Active Record associations allow you to define relationships between models. Associations can be used to describe one-to-one, one-to-many, and many-to-many relationships. For example, a relationship like “Author has many Books” can be defined as follows:
class Author < ApplicationRecord
has_many :books
end
The Author
class now has methods to add and remove books to an author, and
much more.
You can learn more about associations in the Active Record Associations guide.