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-Caching with Rails: An overview
-===============================
-
-Everyone caches. This guide will teach you what you need to know about
-avoiding that expensive round-trip to your database and returning what you
-need to return to those hungry web clients in the shortest time possible.
-
-== Basic Caching
-
-This is an introduction to the three types of caching techniques that Rails
-provides by default without the use of any third party plugins.
-
-To get started make sure Base.perform_caching is set to true for your
-environment.
-
-[source, ruby]
------------------------------------------------------
-Base.perform_caching = true
------------------------------------------------------
-
-=== Page Caching
-
-Page caching is a Rails mechanism which allows the request for a generated
-page to be fulfilled by the webserver, without ever having to go through the
-Rails stack at all. Obviously, this is super fast. Unfortunately, it can't be
-applied to every situation (such as pages that need authentication) and since
-the webserver is literally just serving a file from the filesystem, cache
-expiration is an issue that needs to be dealt with.
-
-So, how do you enable this super-fast cache behavior? Simple, let's say you
-have a controller called ProductController and a 'list' action that lists all
-the products
-
-[source, ruby]
------------------------------------------------------
-class ProductController < ActionController
-
- cache_page :list
-
- def list; end
-
-end
------------------------------------------------------
-
-The first time anyone requestsion products/list, Rails will generate a file
-called list.html and the webserver will then look for that file before it
-passes the next request for products/list to your Rails application.
-
-By default, the page cache directory is set to Rails.public_path (which is
-usually set to RAILS_ROOT + "/public") and this can be configured by changing
-the configuration setting Base.cache_public_directory
-
-The page caching mechanism will automatically add a .html exxtension to
-requests for pages that do not have an extension to make it easy for the
-webserver to find those pages and this can be configured by changing the
-configuration setting Base.page_cache_extension
-
-In order to expire this page when a new product is added we could extend our
-example controler like this:
-
-[source, ruby]
------------------------------------------------------
-class ProductController < ActionController
-
- cache_page :list
-
- def list; end
-
- def create
- expire_page :action => :list
- end
-
-end
------------------------------------------------------
-
-If you want a more complicated expiration scheme, you can use cache sweepers
-to expire cached objects when things change. This is covered in the section on Sweepers.
-
-[More: caching paginated results? more examples? Walk-through of page caching?]
-
-=== Action Caching
-
-One of the issues with page caching is that you cannot use it for pages that
-require to restrict access somehow. This is where Action Caching comes in.
-Action Caching works like Page Caching except for the fact that the incoming
-web request does go from the webserver to the Rails stack and Action Pack so
-that before_filters can be run on it before the cache is served, so that
-authentication and other restrictions can be used while still serving the
-result of the output from a cached copy.
-
-Clearing the cache works in the exact same way as with Page Caching.
-
-Let's say you only wanted authenticated users to edit or create a Product
-object, but still cache those pages:
-
-[source, ruby]
------------------------------------------------------
-class ProductController < ActionController
-
- before_filter :authenticate, :only => [ :edit, :create ]
- cache_page :list
- caches_action :edit
-
- def list; end
-
- def create
- expire_page :action => :list
- expire_action :action => :edit
- end
-
- def edit; end
-
-end
------------------------------------------------------
-
-And you can also use :if (or :unless) to pass a Proc that specifies when the
-action should be cached. Also, you can use :layout => false to cache without
-layout so that dynamic information in the layout such as logged in user info
-or the number of items in the cart can be left uncached. This feature is
-available as of Rails 2.2.
-
-
-[More: more examples? Walk-through of action caching from request to response?
- Description of Rake tasks to clear cached files? Show example of
- subdomain caching? Talk about :cache_path, :if and assing blocks/Procs
- to expire_action?]
-
-=== Fragment Caching
-
-Life would be perfect if we could get away with caching the entire contents of
-a page or action and serving it out to the world. Unfortunately, dynamic web
-applications usually build pages with a variety of components not all of which
-have the same caching characteristics. In order to address such a dynamically
-created page where different parts of the page need to be cached and expired
-differently Rails provides a mechanism called Fragment caching.
-
-Fragment caching allows a fragment of view logic to be wrapped in a cache
-block and served out of the cache store when the next request comes in.
-
-As an example, if you wanted to show all the orders placed on your website in
-real time and didn't want to cache that part of the page, but did want to
-cache the part of the page which lists all products available, you could use
-this piece of code:
-
-[source, ruby]
------------------------------------------------------
-<% Order.find_recent.each do |o| %>
- <%= o.buyer.name %> bought <% o.product.name %>
-<% end %>
-
-<% cache do %>
- All available products:
- <% Product.find(:all).each do |p| %>
- <%= link_to p.name, product_url(p) %>
- <% end %>
-<% end %>
------------------------------------------------------
-
-The cache block in our example will bind to the action that called it and is
-written out to the same place as the Action Cache, which means that if you
-want to cache multiple fragments per action, you should provide an action_path to the cache call:
-
-[source, ruby]
------------------------------------------------------
-<% cache(:action => 'recent', :action_suffix => 'all_products') do %>
- All available products:
------------------------------------------------------
-
-and you can expire it using the expire_fragment method, like so:
-
-[source, ruby]
------------------------------------------------------
-expire_fragment(:controller => 'producst', :action => 'recent', :action_suffix => 'all_products)
------------------------------------------------------
-
-[More: more examples? description of fragment keys and expiration, etc? pagination?]
-
-=== Sweepers
-
-Cache sweeping is a mechanism which allows you to get around having a ton of
-expire_{page,action,fragment} calls in your code by moving all the work
-required to expire cached content into a ActionController::Caching::Sweeper
-class that is an Observer and looks for changes to an object via callbacks,
-and when a change occurs it expires the caches associated with that object n
-an around or after filter.
-
-Continuing with our Product controller example, we could rewrite it with a
-sweeper such as the following:
-
-[source, ruby]
------------------------------------------------------
-class StoreSweeper < ActionController::Caching::Sweeper
- observe Product # This sweeper is going to keep an eye on the Post model
-
- # If our sweeper detects that a Post was created call this
- def after_create(product)
- expire_cache_for(product)
- end
-
- # If our sweeper detects that a Post was updated call this
- def after_update(product)
- expire_cache_for(product)
- end
-
- # If our sweeper detects that a Post was deleted call this
- def after_destroy(product)
- expire_cache_for(product)
- end
-
- private
- def expire_cache_for(record)
- # Expire the list page now that we added a new product
- expire_page(:controller => '#{record}', :action => 'list')
-
- # Expire a fragment
- expire_fragment(:controller => '#{record}', :action => 'recent', :action_suffix => 'all_products')
- end
-end
------------------------------------------------------
-
-Then we add it to our controller to tell it to call the sweeper when certain
-actions are called. So, if we wanted to expire the cached content for the
-list and edit actions when the create action was called, we could do the
-following:
-
-[source, ruby]
------------------------------------------------------
-class ProductController < ActionController
-
- before_filter :authenticate, :only => [ :edit, :create ]
- cache_page :list
- caches_action :edit
- cache_sweeper :store_sweeper, :only => [ :create ]
-
- def list; end
-
- def create
- expire_page :action => :list
- expire_action :action => :edit
- end
-
- def edit; end
-
-end
------------------------------------------------------
-
-[More: more examples? better sweepers?]
-
-=== SQL Caching
-
-Query caching is a Rails feature that caches the result set returned by each
-query so that if Rails encounters the same query again for that request, it
-will used the cached result set as opposed to running the query against the
-database again.
-
-For example:
-
-[source, ruby]
------------------------------------------------------
-class ProductController < ActionController
-
- before_filter :authenticate, :only => [ :edit, :create ]
- cache_page :list
- caches_action :edit
- cache_sweeper :store_sweeper, :only => [ :create ]
-
- def list
- # Run a find query
- Product.find(:all)
-
- ...
-
- # Run the same query again
- Product.find(:all)
- end
-
- def create
- expire_page :action => :list
- expire_action :action => :edit
- end
-
- def edit; end
-
-end
------------------------------------------------------
-
-In the 'list' action above, the result set returned by the first
-Product.find(:all) will be cached and will be used to avoid querying the
-database again the second time that finder is called.
-
-Query caches are created at the start of an action and destroyed at the end of
-that action and thus persist only for the duration of the action.
-
-=== Cache stores
-
-Rails provides different stores for the cached data for action and fragment
-caches. Page caches are always stored on disk.
-
-The cache stores provided include:
-
-1) Memory store: Cached data is stored in the memory allocated to the Rails
- process, which is fine for WEBrick and for FCGI (if you
- don't care that each FCGI process holds its own fragment
- store). It's not suitable for CGI as the process is thrown
- away at the end of each request. It can potentially also
- take up a lot of memory since each process keeps all the
- caches in memory.
-
-[source, ruby]
------------------------------------------------------
-ActionController::Base.cache_store = :memory_store
------------------------------------------------------
-
-2) File store: Cached data is stored on the disk, this is the default store
- and the default path for this store is: /tmp/cache. Works
- well for all types of environments and allows all processes
- running from the same application directory to access the
- cached content.
-
-
-[source, ruby]
------------------------------------------------------
-ActionController::Base.cache_store = :file_store, "/path/to/cache/directory"
------------------------------------------------------
-
-3) DRb store: Cached data is stored in a separate shared DRb process that all
- servers communicate with. This works for all environments and
- only keeps one cache around for all processes, but requires
- that you run and manage a separate DRb process.
-
-[source, ruby]
------------------------------------------------------
-ActionController::Base.cache_store = :drb_store, "druby://localhost:9192"
------------------------------------------------------
-
-4) MemCached store: Works like DRbStore, but uses Danga's MemCache instead.
- Requires the ruby-memcache library:
- gem install ruby-memcache.
-
-[source, ruby]
------------------------------------------------------
-ActionController::Base.cache_store = :mem_cache_store, "localhost"
------------------------------------------------------
-
-5) Custom store: You can define your own cache store (new in Rails 2.1)
-
-[source, ruby]
------------------------------------------------------
-ActionController::Base.cache_store = MyOwnStore.new("parameter")
------------------------------------------------------
-
-== Advanced Caching
-
-Along with the built-in mechanisms outlined above, a number of excellent
-plugins exist to help with finer grained control over caching. These include
-Chris Wanstrath's excellent cache_fu plugin (more info here:
-http://errtheblog.com/posts/57-kickin-ass-w-cachefu) and Evan Weaver's
-interlock plugin (more info here:
-http://blog.evanweaver.com/articles/2007/12/13/better-rails-caching/). Both
-of these plugins play nice with memcached and are a must-see for anyone
-seriously considering optimizing their caching needs.