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ActiveRecordUpsert

Real upsert for PostgreSQL 9.5+ and Rails 5+ / ActiveRecord 5+. Uses ON CONFLICT DO UPDATE.

Main points

  • Does upsert on a single record using ON CONFLICT DO UPDATE
  • Updates timestamps as you would expect in ActiveRecord
  • For partial upserts, loads any existing data from the database

Prerequisites

  • PostgreSQL 9.5+ (that's when UPSERT support was added; see Wikipedia's PostgreSQL Release History)

  • ActiveRecord >= 5

  • For MRI: pg

  • For JRuby: No support

NB: Releases to avoid

Due to a broken build matrix, v0.9.2 and v0.9.3 are incompatible with Rails < 5.2.1. v0.9.4 fixed this issue.

Installation

Add this line to your application's Gemfile:

gem 'active_record_upsert'

And then execute:

$ bundle

Or install it yourself as:

$ gem install active_record_upsert

Usage

Create

Use ActiveRecord.upsert or ActiveRecord#upsert. ActiveRecordUpsert respects timestamps.

class MyRecord < ActiveRecord::Base
end

MyRecord.create(name: 'foo', wisdom: 1)
# => #<MyRecord id: 1, name: "foo", created_at: "2016-02-20 14:15:55", updated_at: "2016-02-20 14:15:55", wisdom: 1>

MyRecord.upsert(id: 1, wisdom: 3)
# => #<MyRecord id: 1, name: "foo", created_at: "2016-02-20 14:15:55", updated_at: "2016-02-20 14:18:15", wisdom: 3>

r = MyRecord.new(id: 1)
r.name = 'bar'
r.upsert
# => #<MyRecord id: 1, name: "bar", created_at: "2016-02-20 14:15:55", updated_at: "2016-02-20 14:18:49", wisdom: 3>

Update

If you need to specify a condition for the update, pass it as an Arel query:

MyRecord.upsert({id: 1, wisdom: 3}, arel_condition: MyRecord.arel_table[:updated_at].lt(1.day.ago))

The instance method #upsert can also take keyword arguments to specify a condition, or to limit which attributes to upsert (by default, all changed attributes will be passed to the upsert):

r = MyRecord.new(id: 1)
r.name = 'bar'
r.color = 'blue'
r.upsert(attributes: [:name], arel_condition: MyRecord.arel_table[:updated_at].lt(1.day.ago))
# will only update :name, and only if the record is older than 1 day;
# but if the record does not exist, will insert with both :name and :colors

Create with specific Attributes

If you want to create a record with the specific attributes, but update only a limited set of attributes, similar to how ActiveRecord::Base.create_with works, you can do the following:

existing_record = MyRecord.create(id: 1, name: 'lemon', color: 'green')
r = MyRecord.new(id: 1, name: 'banana', color: 'yellow')
r.upsert(attributes: [:color])
# => #<MyRecord id: 1, name: "lemon", color: "yellow", ...>

r = MyRecord.new(id: 2, name: 'banana', color: 'yellow')
r.upsert(attributes: [:color])

# => #<MyRecord id: 2, name: "banana", color: "yellow", ...>

# This is similar to:

MyRecord.create_with(name: 'banana').find_or_initialize_by(id: 2).update(color: 'yellow')

Validations

Upsert will perform validation on the object, and return false if it is not valid. To skip validation, pass validate: false:

MyRecord.upsert({id: 1, wisdom: 3}, validate: false)

If you want validations to raise ActiveRecord::RecordInvalid, use upsert!:

MyRecord.upsert!(id: 1, wisdom: 3)

Or using the instance method:

r = MyRecord.new(id: 1, name: 'bar')
r.upsert!

Conflict Clauses

It's possible to specify which columns should be used for the conflict clause. These must comprise a unique index in Postgres.

class Vehicle < ActiveRecord::Base
  upsert_keys [:make, :name]
end

Vehicle.upsert(make: 'Ford', name: 'F-150', doors: 4)
# => #<Vehicle id: 1, make: 'Ford', name: 'Focus', doors: 2>

Vehicle.create(make: 'Ford', name: 'Focus', doors: 4)
# => #<Vehicle id: 2, make: 'Ford', name: 'Focus', doors: 4>

r = Vehicle.new(make: 'Ford', name: 'F-150')
r.doors = 2
r.upsert
# => #<Vehicle id: 1, make: 'Ford', name: 'Focus', doors: 2>

Partial indexes can be supported with the addition of a where clause.

class Account < ApplicationRecord
  upsert_keys :name, where: 'active is TRUE'
end

Custom index can be handled with a Hash containing a literal key :

class Account < ApplicationRecord
  upsert_keys literal: 'md5(my_long_field)'
end

Overriding the models' upsert_keys when calling #upsert or .upsert:

  Account.upsert(attrs, opts: { upsert_keys: [:foo, :bar] })
  # Or, on an instance:
  account = Account.new(attrs)
  account.upsert(opts: { upsert_keys: [:foo, :bar] })

Overriding the models' upsert_options (partial index) when calling #upsert or .upsert:

  Account.upsert(attrs, opts: { upsert_options: { where: 'foo IS NOT NULL' } })
  # Or, on an instance:
  account = Account.new(attrs)
  account.upsert(opts: { upsert_options: { where: 'foo IS NOT NULLL } })

Tests

Make sure to have an upsert_test database:

bin/run_rails.sh db:create db:migrate DATABASE_URL=postgresql://localhost/upsert_test

Then run rspec.

Contributing

Bug reports and pull requests are welcome on GitHub at https://github.com/jesjos/active_record_upsert.

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Upsert for Rails 5 / Active Record 5

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