path: root/actionpack/lib/action_controller/caching.rb

require 'fileutils'
require 'uri'
require 'set'

module ActionController #:nodoc:
  # Caching is a cheap way of speeding up slow applications by keeping the result of calculations, renderings, and database calls
  # around for subsequent requests. Action Controller affords you three approaches in varying levels of granularity: Page, Action, Fragment.
  #
  # You can read more about each approach and the sweeping assistance by clicking the modules below.
  #
  # Note: To turn off all caching and sweeping, set Base.perform_caching = false.
  module Caching
    def self.included(base) #:nodoc:
      base.class_eval do
        include Pages, Actions, Fragments

        if defined? ActiveRecord
          include Sweeping, SqlCache
        end

        @@perform_caching = true
        cattr_accessor :perform_caching
      end
    end

    # Page caching is an approach to caching where the entire action output of is stored as a HTML file that the web server
    # can serve without going through the Action Pack. This can be as much as 100 times faster than going through the process of dynamically
    # generating the content. Unfortunately, this incredible speed-up is only available to stateless pages where all visitors
    # are treated the same. Content management systems -- including weblogs and wikis -- have many pages that are a great fit
    # for this approach, but account-based systems where people log in and manipulate their own data are often less likely candidates.
    #
    # Specifying which actions to cache is done through the <tt>caches</tt> class method:
    #
    #   class WeblogController < ActionController::Base
    #     caches_page :show, :new
    #   end
    #
    # This will generate cache files such as weblog/show/5 and weblog/new, which match the URLs used to trigger the dynamic
    # generation. This is how the web server is able pick up a cache file when it exists and otherwise let the request pass on to
    # the Action Pack to generate it.
    #
    # Expiration of the cache is handled by deleting the cached file, which results in a lazy regeneration approach where the cache
    # is not restored before another hit is made against it. The API for doing so mimics the options from url_for and friends:
    #
    #   class WeblogController < ActionController::Base
    #     def update
    #       List.update(params[:list][:id], params[:list])
    #       expire_page :action => "show", :id => params[:list][:id]
    #       redirect_to :action => "show", :id => params[:list][:id]
    #     end
    #   end
    #
    # Additionally, you can expire caches using Sweepers that act on changes in the model to determine when a cache is supposed to be
    # expired.
    #
    # == Setting the cache directory
    #
    # The cache directory should be the document root for the web server and is set using Base.page_cache_directory = "/document/root".
    # For Rails, this directory has already been set to RAILS_ROOT + "/public".
    #
    # == Setting the cache extension
    #
    # By default, the cache extension is .html, which makes it easy for the cached files to be picked up by the web server. If you want
    # something else, like .php or .shtml, just set Base.page_cache_extension.
    module Pages
      def self.included(base) #:nodoc:
        base.extend(ClassMethods)
        base.class_eval do
          @@page_cache_directory = defined?(RAILS_ROOT) ? "#{RAILS_ROOT}/public" : ""
          cattr_accessor :page_cache_directory

          @@page_cache_extension = '.html'
          cattr_accessor :page_cache_extension
        end
      end

      module ClassMethods
        # Expires the page that was cached with the +path+ as a key. Example:
        #   expire_page "/lists/show"
        def expire_page(path)
          return unless perform_caching

          benchmark "Expired page: #{page_cache_file(path)}" do
            File.delete(page_cache_path(path)) if File.exists?(page_cache_path(path))
          end
        end

        # Manually cache the +content+ in the key determined by +path+. Example:
        #   cache_page "I'm the cached content", "/lists/show"
        def cache_page(content, path)
          return unless perform_caching

          benchmark "Cached page: #{page_cache_file(path)}" do
            FileUtils.makedirs(File.dirname(page_cache_path(path)))
            File.open(page_cache_path(path), "wb+") { |f| f.write(content) }
          end
        end

        # Caches the +actions+ using the page-caching approach that'll store the cache in a path within the page_cache_directory that
        # matches the triggering url.
        def caches_page(*actions)
          return unless perform_caching
          actions.each do |action|
            class_eval "after_filter { |c| c.cache_page if c.action_name == '#{action}' }"
          end
        end

        private
          def page_cache_file(path)
            name = ((path.empty? || path == "/") ? "/index" : URI.unescape(path))
            name << page_cache_extension unless (name.split('/').last || name).include? '.'
            return name
          end

          def page_cache_path(path)
            page_cache_directory + page_cache_file(path)
          end
      end

      # Expires the page that was cached with the +options+ as a key. Example:
      #   expire_page :controller => "lists", :action => "show"
      def expire_page(options = {})
        return unless perform_caching

        if options.is_a?(Hash)
          if options[:action].is_a?(Array)
            options[:action].dup.each do |action|
              self.class.expire_page(url_for(options.merge(:only_path => true, :skip_relative_url_root => true, :action => action)))
            end
          else
            self.class.expire_page(url_for(options.merge(:only_path => true, :skip_relative_url_root => true)))
          end
        else
          self.class.expire_page(options)
        end
      end

      # Manually cache the +content+ in the key determined by +options+. If no content is provided, the contents of response.body is used
      # If no options are provided, the requested url is used. Example:
      #   cache_page "I'm the cached content", :controller => "lists", :action => "show"
      def cache_page(content = nil, options = nil)
        return unless perform_caching && caching_allowed

        path = case options
          when Hash
            url_for(options.merge(:only_path => true, :skip_relative_url_root => true, :format => params[:format]))
          when String
            options
          else
            request.path
        end

        self.class.cache_page(content || response.body, path)
      end

      private
        def caching_allowed
          request.get? && response.headers['Status'].to_i == 200
        end
    end

    # Action caching is similar to page caching by the fact that the entire output of the response is cached, but unlike page caching,
    # every request still goes through the Action Pack. The key benefit of this is that filters are run before the cache is served, which
    # allows for authentication and other restrictions on whether someone is allowed to see the cache. Example:
    #
    #   class ListsController < ApplicationController
    #     before_filter :authenticate, :except => :public
    #     caches_page   :public
    #     caches_action :show, :feed
    #   end
    #
    # In this example, the public action doesn't require authentication, so it's possible to use the faster page caching method. But both the
    # show and feed action are to be shielded behind the authenticate filter, so we need to implement those as action caches.
    #
    # Action caching internally uses the fragment caching and an around filter to do the job. The fragment cache is named according to both
    # the current host and the path. So a page that is accessed at http://david.somewhere.com/lists/show/1 will result in a fragment named
    # "david.somewhere.com/lists/show/1". This allows the cacher to differentiate between "david.somewhere.com/lists/" and
    # "jamis.somewhere.com/lists/" -- which is a helpful way of assisting the subdomain-as-account-key pattern.
    #
    # Different representations of the same resource, e.g. <tt>http://david.somewhere.com/lists</tt> and <tt>http://david.somewhere.com/lists.xml</tt>
    # are treated like separate requests and so are cached separately. Keep in mind when expiring an action cache that <tt>:action => 'lists'</tt> is not the same
    # as <tt>:action => 'list', :format => :xml</tt>.
    #
    # You can set modify the default action cache path by passing a :cache_path option.  This will be passed directly to ActionCachePath.path_for.  This is handy
    # for actions with multiple possible routes that should be cached differently.  If a block is given, it is called with the current controller instance.
    #
    #   class ListsController < ApplicationController
    #     before_filter :authenticate, :except => :public
    #     caches_page   :public
    #     caches_action :show, :cache_path => { :project => 1 }
    #     caches_action :show, :cache_path => Proc.new { |controller| 
    #       controller.params[:user_id] ? 
    #         controller.send(:user_list_url, c.params[:user_id], c.params[:id]) :
    #         controller.send(:list_url, c.params[:id]) }
    #   end
    module Actions
      def self.included(base) #:nodoc:
        base.extend(ClassMethods)
          base.class_eval do
            attr_accessor :rendered_action_cache, :action_cache_path
            alias_method_chain :protected_instance_variables, :action_caching
          end
      end

      module ClassMethods
        # Declares that +actions+ should be cached.
        # See ActionController::Caching::Actions for details.
        def caches_action(*actions)
          return unless perform_caching
          around_filter(ActionCacheFilter.new(*actions))
        end
      end

      def protected_instance_variables_with_action_caching
        protected_instance_variables_without_action_caching + %w(@action_cache_path)
      end

      def expire_action(options = {})
        return unless perform_caching
        if options[:action].is_a?(Array)
          options[:action].dup.each do |action|
            expire_fragment(ActionCachePath.path_for(self, options.merge({ :action => action })))
          end
        else
          expire_fragment(ActionCachePath.path_for(self, options))
        end
      end

      class ActionCacheFilter #:nodoc:
        def initialize(*actions, &block)
          @options = actions.extract_options!
          @actions = Set.new actions
        end

        def before(controller)
          return unless @actions.include?(controller.action_name.intern)
          cache_path = ActionCachePath.new(controller, path_options_for(controller, @options))
          if cache = controller.read_fragment(cache_path.path)
            controller.rendered_action_cache = true
            set_content_type!(controller, cache_path.extension)
            controller.send!(:render_for_text, cache)
            false
          else
            controller.action_cache_path = cache_path
          end
        end

        def after(controller)
          return if !@actions.include?(controller.action_name.intern) || controller.rendered_action_cache || !caching_allowed(controller)
          controller.write_fragment(controller.action_cache_path.path, controller.response.body)
        end

        private
          def set_content_type!(controller, extension)
            controller.response.content_type = Mime::EXTENSION_LOOKUP[extension].to_s if extension
          end

          def path_options_for(controller, options)
            ((path_options = options[:cache_path]).respond_to?(:call) ? path_options.call(controller) : path_options) || {}
          end

          def caching_allowed(controller)
            controller.request.get? && controller.response.headers['Status'].to_i == 200
          end
      end
      
      class ActionCachePath
        attr_reader :path, :extension
        
        class << self
          def path_for(controller, options)
            new(controller, options).path
          end
        end
        
        def initialize(controller, options = {})
          @extension = extract_extension(controller.request.path)
          path = controller.url_for(options).split('://').last
          normalize!(path)
          add_extension!(path, @extension)
          @path = URI.unescape(path)
        end
        
        private
          def normalize!(path)
            path << 'index' if path[-1] == ?/
          end
        
          def add_extension!(path, extension)
            path << ".#{extension}" if extension
          end
          
          def extract_extension(file_path)
            # Don't want just what comes after the last '.' to accommodate multi part extensions
            # such as tar.gz.
            file_path[/^[^.]+\.(.+)$/, 1]
          end
      end
    end

    # Fragment caching is used for caching various blocks within templates without caching the entire action as a whole. This is useful when
    # certain elements of an action change frequently or depend on complicated state while other parts rarely change or can be shared amongst multiple
    # parties. The caching is doing using the cache helper available in the Action View. A template with caching might look something like:
    #
    #   <b>Hello <%= @name %></b>
    #   <% cache do %>
    #     All the topics in the system:
    #     <%= render :partial => "topic", :collection => Topic.find(:all) %>
    #   <% end %>
    #
    # This cache will bind to the name of action that called it. So you would be able to invalidate it using
    # <tt>expire_fragment(:controller => "topics", :action => "list")</tt> -- if that was the controller/action used. This is not too helpful
    # if you need to cache multiple fragments per action or if the action itself is cached using <tt>caches_action</tt>. So instead we should
    # qualify the name of the action used with something like:
    #
    #   <% cache(:action => "list", :action_suffix => "all_topics") do %>
    #
    # That would result in a name such as "/topics/list/all_topics", which wouldn't conflict with any action cache and neither with another
    # fragment using a different suffix. Note that the URL doesn't have to really exist or be callable. We're just using the url_for system
    # to generate unique cache names that we can refer to later for expirations. The expiration call for this example would be
    # <tt>expire_fragment(:controller => "topics", :action => "list", :action_suffix => "all_topics")</tt>.
    #
    # == Fragment stores
    #
    # In order to use the fragment caching, you need to designate where the caches should be stored. This is done by assigning a fragment store
    # of which there are four different kinds:
    #
    # * FileStore: Keeps the fragments on disk in the +cache_path+, which works well for all types of environments and shares the fragments for
    #   all the web server processes running off the same application directory.
    # * MemoryStore: Keeps the fragments in memory, 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.
    # * DRbStore: Keeps the fragments in the memory of a separate, shared DRb process. 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.
    # * MemCacheStore: Works like DRbStore, but uses Danga's MemCache instead.
    #   Requires the ruby-memcache library:  gem install ruby-memcache.
    #
    # Configuration examples (MemoryStore is the default):
    #
    #   ActionController::Base.fragment_cache_store = :memory_store
    #   ActionController::Base.fragment_cache_store = :file_store, "/path/to/cache/directory"
    #   ActionController::Base.fragment_cache_store = :drb_store, "druby://localhost:9192"
    #   ActionController::Base.fragment_cache_store = :mem_cache_store, "localhost"
    #   ActionController::Base.fragment_cache_store = MyOwnStore.new("parameter")
    module Fragments
      def self.included(base) #:nodoc:
        base.class_eval do
          @@fragment_cache_store = MemoryStore.new
          cattr_reader :fragment_cache_store

          def self.fragment_cache_store=(store_option)
            store, *parameters = *([ store_option ].flatten)
            @@fragment_cache_store = if store.is_a?(Symbol)
              store_class_name = (store == :drb_store ? "DRbStore" : store.to_s.camelize)
              store_class = ActionController::Caching::Fragments.const_get(store_class_name)
              store_class.new(*parameters)
            else
              store
            end
          end
        end
      end

      def fragment_cache_key(name)
        name.is_a?(Hash) ? url_for(name).split("://").last : name
      end

      # Called by CacheHelper#cache
      def cache_erb_fragment(block, name = {}, options = nil)
        unless perform_caching then block.call; return end

        buffer = eval(ActionView::Base.erb_variable, block.binding)

        if cache = read_fragment(name, options)
          buffer.concat(cache)
        else
          pos = buffer.length
          block.call
          write_fragment(name, buffer[pos..-1], options)
        end
      end

      def write_fragment(name, content, options = nil)
        return unless perform_caching

        key = fragment_cache_key(name)
        self.class.benchmark "Cached fragment: #{key}" do
          fragment_cache_store.write(key, content, options)
        end
        content
      end

      def read_fragment(name, options = nil)
        return unless perform_caching

        key = fragment_cache_key(name)
        self.class.benchmark "Fragment read: #{key}" do
          fragment_cache_store.read(key, options)
        end
      end

      # Name can take one of three forms:
      # * String: This would normally take the form of a path like "pages/45/notes"
      # * Hash: Is treated as an implicit call to url_for, like { :controller => "pages", :action => "notes", :id => 45 }
      # * Regexp: Will destroy all the matched fragments, example:
      #     %r{pages/\d*/notes}
      #   Ensure you do not specify start and finish in the regex (^$) because
      #   the actual filename matched looks like ./cache/filename/path.cache
      #   Regexp expiration is not supported on caches which can't iterate over
      #   all keys, such as memcached.
      def expire_fragment(name, options = nil)
        return unless perform_caching

        key = fragment_cache_key(name)

        if key.is_a?(Regexp)
          self.class.benchmark "Expired fragments matching: #{key.source}" do
            fragment_cache_store.delete_matched(key, options)
          end
        else
          self.class.benchmark "Expired fragment: #{key}" do
            fragment_cache_store.delete(key, options)
          end
        end
      end


      class UnthreadedMemoryStore #:nodoc:
        def initialize #:nodoc:
          @data = {}
        end

        def read(name, options=nil) #:nodoc:
          @data[name]
        end

        def write(name, value, options=nil) #:nodoc:
          @data[name] = value
        end

        def delete(name, options=nil) #:nodoc:
          @data.delete(name)
        end

        def delete_matched(matcher, options=nil) #:nodoc:
          @data.delete_if { |k,v| k =~ matcher }
        end
      end

      module ThreadSafety #:nodoc:
        def read(name, options=nil) #:nodoc:
          @mutex.synchronize { super }
        end

        def write(name, value, options=nil) #:nodoc:
          @mutex.synchronize { super }
        end

        def delete(name, options=nil) #:nodoc:
          @mutex.synchronize { super }
        end

        def delete_matched(matcher, options=nil) #:nodoc:
          @mutex.synchronize { super }
        end
      end

      class MemoryStore < UnthreadedMemoryStore #:nodoc:
        def initialize #:nodoc:
          super
          if ActionController::Base.allow_concurrency
            @mutex = Mutex.new
            MemoryStore.module_eval { include ThreadSafety }
          end
        end
      end

      class DRbStore < MemoryStore #:nodoc:
        attr_reader :address

        def initialize(address = 'druby://localhost:9192')
          super()
          @address = address
          @data = DRbObject.new(nil, address)
        end
      end

    begin
      require_library_or_gem 'memcache'
      class MemCacheStore < MemoryStore #:nodoc:
        attr_reader :addresses

        def initialize(*addresses)
          super()
          addresses = addresses.flatten
          addresses = ["localhost"] if addresses.empty?
          @addresses = addresses
          @data = MemCache.new(*addresses)
        end
      end
    rescue LoadError
      # MemCache wasn't available so neither can the store be
    end

      class UnthreadedFileStore #:nodoc:
        attr_reader :cache_path

        def initialize(cache_path)
          @cache_path = cache_path
        end

        def write(name, value, options = nil) #:nodoc:
          ensure_cache_path(File.dirname(real_file_path(name)))
          File.open(real_file_path(name), "wb+") { |f| f.write(value) }
        rescue => e
          Base.logger.error "Couldn't create cache directory: #{name} (#{e.message})" if Base.logger
        end

        def read(name, options = nil) #:nodoc:
          File.open(real_file_path(name), 'rb') { |f| f.read } rescue nil
        end

        def delete(name, options) #:nodoc:
          File.delete(real_file_path(name))
        rescue SystemCallError => e
          # If there's no cache, then there's nothing to complain about
        end

        def delete_matched(matcher, options) #:nodoc:
          search_dir(@cache_path) do |f|
            if f =~ matcher
              begin
                File.delete(f)
              rescue SystemCallError => e
                # If there's no cache, then there's nothing to complain about
              end
            end
          end
        end

        private
          def real_file_path(name)
            '%s/%s.cache' % [@cache_path, name.gsub('?', '.').gsub(':', '.')]
          end

          def ensure_cache_path(path)
            FileUtils.makedirs(path) unless File.exists?(path)
          end

          def search_dir(dir, &callback)
            Dir.foreach(dir) do |d|
              next if d == "." || d == ".."
              name = File.join(dir, d)
              if File.directory?(name)
                search_dir(name, &callback)
              else
                callback.call name
              end
            end
          end
        end

        class FileStore < UnthreadedFileStore #:nodoc:
          def initialize(cache_path)
            super(cache_path)
            if ActionController::Base.allow_concurrency
              @mutex = Mutex.new
              FileStore.module_eval { include ThreadSafety }
            end
          end
        end
    end

    # Sweepers are the terminators of the caching world and responsible for expiring caches when model objects change.
    # They do this by being half-observers, half-filters and implementing callbacks for both roles. A Sweeper example:
    #
    #   class ListSweeper < ActionController::Caching::Sweeper
    #     observe List, Item
    #
    #     def after_save(record)
    #       list = record.is_a?(List) ? record : record.list
    #       expire_page(:controller => "lists", :action => %w( show public feed ), :id => list.id)
    #       expire_action(:controller => "lists", :action => "all")
    #       list.shares.each { |share| expire_page(:controller => "lists", :action => "show", :id => share.url_key) }
    #     end
    #   end
    #
    # The sweeper is assigned in the controllers that wish to have its job performed using the <tt>cache_sweeper</tt> class method:
    #
    #   class ListsController < ApplicationController
    #     caches_action :index, :show, :public, :feed
    #     cache_sweeper :list_sweeper, :only => [ :edit, :destroy, :share ]
    #   end
    #
    # In the example above, four actions are cached and three actions are responsible for expiring those caches.
    module Sweeping
      def self.included(base) #:nodoc:
        base.extend(ClassMethods)
      end

      module ClassMethods #:nodoc:
        def cache_sweeper(*sweepers)
          return unless perform_caching
          configuration = sweepers.extract_options!
          sweepers.each do |sweeper|
            ActiveRecord::Base.observers << sweeper if defined?(ActiveRecord) and defined?(ActiveRecord::Base)
            sweeper_instance = Object.const_get(Inflector.classify(sweeper)).instance

            if sweeper_instance.is_a?(Sweeper)
              around_filter(sweeper_instance, :only => configuration[:only])
            else
              after_filter(sweeper_instance, :only => configuration[:only])
            end
          end
        end
      end
    end

    if defined?(ActiveRecord) and defined?(ActiveRecord::Observer)
      class Sweeper < ActiveRecord::Observer #:nodoc:
        attr_accessor :controller

        def before(controller)
          self.controller = controller
          callback(:before)
        end

        def after(controller)
          callback(:after)
          # Clean up, so that the controller can be collected after this request
          self.controller = nil
        end

        protected
          # gets the action cache path for the given options.
          def action_path_for(options)
            ActionController::Caching::Actions::ActionCachePath.path_for(controller, options)
          end

          # Retrieve instance variables set in the controller.
          def assigns(key)
            controller.instance_variable_get("@#{key}")
          end

        private
          def callback(timing)
            controller_callback_method_name = "#{timing}_#{controller.controller_name.underscore}"
            action_callback_method_name     = "#{controller_callback_method_name}_#{controller.action_name}"

            send!(controller_callback_method_name) if respond_to?(controller_callback_method_name, true)
            send!(action_callback_method_name)     if respond_to?(action_callback_method_name, true)
          end

          def method_missing(method, *arguments)
            return if @controller.nil?
            @controller.send!(method, *arguments)
          end
      end
    end

    module SqlCache
      def self.included(base) #:nodoc:
        if defined?(ActiveRecord) && ActiveRecord::Base.respond_to?(:cache)
          base.alias_method_chain :perform_action, :caching
        end
      end

      def perform_action_with_caching
        ActiveRecord::Base.cache do
          perform_action_without_caching
        end
      end
    end
  end
end