Polymorphic Models for Django

Quickstart

Install

After uncompressing (if necessary), in the directory "django_polymorphic", execute (on Unix-like systems):

sudo python setup.py install

Make Your Models Polymorphic

Use PolymorphicModel instead of Django's models.Model, like so:

from polymorphic import PolymorphicModel

class Project(PolymorphicModel):
        topic = models.CharField(max_length=30)

class ArtProject(Project):
        artist = models.CharField(max_length=30)

class ResearchProject(Project):
        supervisor = models.CharField(max_length=30)

All models inheriting from your polymorphic models will be polymorphic as well.

Create some objects

>>> Project.objects.create(topic="John's Gathering")
>>> ArtProject.objects.create(topic="Sculpting with Tim", artist="T. Turner")
>>> ResearchProject.objects.create(topic="Swallow Aerodynamics", supervisor="Dr. Winter")

Get polymorphic query results

>>> Project.objects.all()
[ <Project:         id 1, topic: "John's Gathering">,
  <ArtProject:      id 2, topic: "Sculpting with Tim", artist: "T. Turner">,
  <ResearchProject: id 3, topic: "Swallow Aerodynamics", supervisor: "Dr. Winter"> ]

using instance_of and not_instance_of for narrowing the result to specific subtypes:

>>> Project.objects.instance_of(ArtProject)
[ <ArtProject:      id 2, topic: "Sculpting with Tim", artist: "T. Turner"> ]
>>> Project.objects.instance_of(ArtProject) | Project.objects.instance_of(ResearchProject)
[ <ArtProject:      id 2, topic: "Sculpting with Tim", artist: "T. Turner">,
  <ResearchProject: id 3, topic: "Swallow Aerodynamics", supervisor: "Dr. Winter"> ]

Polymorphic filtering: Let's get all projects where Mr. Turner is involved as an artist or supervisor (note the three underscores):

>>> Project.objects.filter(  Q(ArtProject___artist = 'T. Turner') | Q(ResearchProject___supervisor = 'T. Turner')  )
[ <ArtProject:      id 2, topic: "Sculpting with Tim", artist: "T. Turner">,
  <ResearchProject: id 3, topic: "History of Sculpting", supervisor: "T. Turner"> ]

What's More?

Most of Django's standard ORM functionality is available and works as expected. ForeignKeys, ManyToManyFields and OneToToneFields to your polymorphic models work as shey should (polymorphic).

In short, with django_polymorphic the Django models are much more "pythonic", i.e. they just work as you expect them to work: very similar to ordinary python classes (which is not the case with vanilla Django model inheritance).

Note: In all example output, above and below, for a nicer and more informative output the ShowFieldType mixin has been used (documented below).

More about Installation / Testing

Requirements

Django 1.1 (or later) and Python 2.4 / 2.5 / 2.6. This code has been tested on Django 1.1.1 / 1.2 beta and Python 2.4.6 / 2.5.4 / 2.6.4 on Linux.

Included Test Suite

The repository (or tar file) contains a complete Django project that may be used for tests or experiments, without any installation needed.

To run the included test suite, execute:

./manage test polymorphic

The management command pcmd.py in the app pexp can be used for experiments - modify this file (pexp/management/commands/pcmd.py) to your liking, then run:

./manage syncdb      # db is created in /var/tmp/... (settings.py)
./manage pcmd

Installation

In the directory "django_polymorphic", execute sudo python setup.py install.

Alternatively you can simply copy the polymorphic directory (under "django_polymorphic") into your Django project dir (e.g. if you want to distribute your project with more 'batteries included').

If you want to use the management command polymorphic_dumpdata, then you need to add polymorphic to your INSTALLED_APPS setting. This is also needed if you want to run the test cases in polymorphic/tests.py.

In any case, Django's ContentType framework (django.contrib.contenttypes) needs to be listed in INSTALLED_APPS (usually it already is).

More Polymorphic Functionality

In the examples below, these models are being used:

from polymorphic import PolymorphicModel

class ModelA(PolymorphicModel):
    field1 = models.CharField(max_length=10)

class ModelB(ModelA):
    field2 = models.CharField(max_length=10)

class ModelC(ModelB):
    field3 = models.CharField(max_length=10)

Filtering for classes (equivalent to python's isinstance() ):

>>> ModelA.objects.instance_of(ModelB)
.
[ <ModelB: id 2, field1 (CharField), field2 (CharField)>,
  <ModelC: id 3, field1 (CharField), field2 (CharField), field3 (CharField)> ]

In general, including or excluding parts of the inheritance tree:

ModelA.objects.instance_of(ModelB [, ModelC ...])
ModelA.objects.not_instance_of(ModelB [, ModelC ...])

You can also use this feature in Q-objects (with the same result as above):

>>> ModelA.objects.filter( Q(instance_of=ModelB) )

Polymorphic filtering (for fields in derived classes)

For example, cherrypicking objects from multiple derived classes anywhere in the inheritance tree, using Q objects (with the syntax: exact model name + three _ + field name):

>>> ModelA.objects.filter(  Q(ModelB___field2 = 'B2') | Q(ModelC___field3 = 'C3')  )
.
[ <ModelB: id 2, field1 (CharField), field2 (CharField)>,
  <ModelC: id 3, field1 (CharField), field2 (CharField), field3 (CharField)> ]

Combining Querysets of different types/models

Querysets may now be regarded as object containers that allow the aggregation of different object types - very similar to python lists (as long as the objects are accessed through the manager of a common base class):

>>> Base.objects.instance_of(ModelX) | Base.objects.instance_of(ModelY)
.
[ <ModelX: id 1, field_x (CharField)>,
  <ModelY: id 2, field_y (CharField)> ]

ManyToManyField, ForeignKey, OneToOneField

Relationship fields referring to polymorphic models work as expected: like polymorphic querysets they now always return the referred objects with the same type/class these were created and saved as.

E.g., if in your model you define:

field1 = OneToOneField(ModelA)

then field1 may now also refer to objects of type ModelB or ModelC.

A ManyToManyField example:

# The model holding the relation may be any kind of model, polymorphic or not
class RelatingModel(models.Model):
    many2many = models.ManyToManyField('ModelA')  # ManyToMany relation to a polymorphic model

>>> o=RelatingModel.objects.create()
>>> o.many2many.add(ModelA.objects.get(id=1))
>>> o.many2many.add(ModelB.objects.get(id=2))
>>> o.many2many.add(ModelC.objects.get(id=3))

>>> o.many2many.all()
[ <ModelA: id 1, field1 (CharField)>,
  <ModelB: id 2, field1 (CharField), field2 (CharField)>,
  <ModelC: id 3, field1 (CharField), field2 (CharField), field3 (CharField)> ]

Using Third Party Models (without modifying them)

Third party models can be used as polymorphic models without restrictions by subclassing them. E.g. using a third party model as the root of a polymorphic inheritance tree:

from thirdparty import ThirdPartyModel

class MyThirdPartyModel(PolymorhpicModel, ThirdPartyModel):
    pass    # or add fields

Or instead integrating the third party model anywhere into an existing polymorphic inheritance tree:

class MyModel(SomePolymorphicModel):
    my_field = models.CharField(max_length=10)

class MyModelWithThirdParty(MyModel, ThirdPartyModel):
    pass    # or add fields

Non-Polymorphic Queries

>>> ModelA.base_objects.all()
.
[ <ModelA: id 1, field1 (CharField)>,
  <ModelA: id 2, field1 (CharField)>,
  <ModelA: id 3, field1 (CharField)> ]

Each polymorphic model has 'base_objects' defined as a normal Django manager. Of course, arbitrary custom managers may be added to the models as well.

About Queryset Methods

  • annotate() and aggregate() work just as usual, with the addition that the ModelX___field syntax can be used for the keyword arguments (but not for the non-keyword arguments).
  • order_by() now similarly supports the ModelX___field syntax for specifying ordering through a field in a submodel.
  • distinct() works as expected. It only regards the fields of the base class, but this should never make a difference.
  • select_related() works just as usual, but it can not (yet) be used to select relations in derived models (like ModelA.objects.select_related('ModelC___fieldxy') )
  • extra() by default works exactly like the original version, with the resulting queryset not being polymorphic. There is experimental support for a polymorphic extra() via the keyword argument polymorphic=True (only the where and order_by and params arguments of extra() should be used then). The behaviour of extra() may change in the future, so it's best if you use base_objects=ModelA.base_objects.extra(...) instead if you want to sure to get non-polymorphic behaviour.
  • get_real_instances(base_objects_list_or_queryset) allows you to turn a queryset or list of base model objects efficiently into the real objects. For example, you could do base_objects=ModelA.base_objects.extra(...) and then call real_objects=ModelA.objects.get_real_instances(base_objects).
  • values() & values_list() currently do not return polymorphic results. This may change in the future however. If you want to use these methods now, it's best if you use Model.base_objects.values... as this is guaranteed to not change.
  • defer() and only() are not yet supported (support will be added in the future).

Using enhanced Q-objects in any Places

Sometimes it would be nice to be able to use the enhanced filter-definitions/Q-objects outside of polymorphic models/querysets. Example (using limit_choices_to to filter the selection of objects in the admin):

class MyModel(models.Model):
    somekey = model.ForeignKey(Model2A,
        limit_choices_to = Q(instance_of=Model2B) )

instance_of is a django_polymorphic-specific enhancement of Q objects, which the vanilla django function ForeignKey cannot process. In such cases you can do:

from polymorphic import translate_polymorphic_Q_object

class MyModel(models.Model):
    somekey = model.ForeignKey(Model2A,
        limit_choices_to = translate_polymorphic_Q_object( Model2A, Q(instance_of=Model2B) ) )

Nicely Displaying Polymorphic Querysets

In order to get the output as seen in all examples here, you need to use the ShowFieldType class mixin:

from polymorphic import PolymorphicModel, ShowFieldType

class ModelA(ShowFieldType, PolymorphicModel):
    field1 = models.CharField(max_length=10)

You may also use ShowFieldContent or ShowFieldTypeAndContent to display additional information when printing querysets (or converting them to text).

Custom Managers, Querysets & Manager Inheritance

Using a Custom Manager

A nice feature of Django is the possibility to define one's own custom object managers. This is fully supported with django_polymorphic: For creating a custom polymorphic manager class, just derive your manager from PolymorphicManager instead of models.Manager. Just as with vanilla Django, in your model class, you should explicitly add the default manager first, and then your custom manager:

from polymorphic import PolymorphicModel, PolymorphicManager

class MyOrderedManager(PolymorphicManager):
    def get_query_set(self):
        return super(MyOrderedManager,self).get_query_set().order_by('some_field')

class MyModel(PolymorphicModel):
    objects = PolymorphicManager()    # add the default polymorphic manager first
    ordered_objects = MyOrderedManager()    # then add your own manager

The first manager defined ('objects' in the example) is used by Django as automatic manager for several purposes, including accessing related objects. It must not filter objects and it's safest to use the plain PolymorphicManager here.

Manager Inheritance

Polymorphic models inherit/propagate all managers from their base models, as long as these are polymorphic. This means that all managers defined in polymorphic base models work just the same as if they were defined in the new model.

An example (inheriting from MyModel above):

class MyModel2(MyModel):
    pass

# Managers inherited from MyModel:
# the regular 'objects' manager and the custom 'ordered_objects' manager
>>> MyModel2.objects.all()
>>> MyModel2.ordered_objects.all()

Using a Custom Queryset Class

The PolymorphicManager class accepts one initialization argument, which is the queryset class the manager should use. Just as with vanilla Django, you may define your own custom queryset classes. Just use PolymorphicQuerySet instead of Django's QuerySet as the base class:

from polymorphic import PolymorphicModel, PolymorphicManager, PolymorphicQuerySet

class MyQuerySet(PolymorphicQuerySet):
    def my_queryset_method(...):
        ...

class MyModel(PolymorphicModel):
    my_objects=PolymorphicManager(MyQuerySet)
    ...

Performance Considerations

The current implementation is pretty simple and does not use any custom SQL or Django DB layer internals - it is purely based on the standard Django ORM. Right now the query

result_objects = list( ModelA.objects.filter(...) )

performs one SQL query to retrieve ModelA objects and one additional query for each unique derived class occurring in result_objects. The best case for retrieving 100 objects is 1 SQL query if all are class ModelA. If 50 objects are ModelA and 50 are ModelB, then two queries are executed. The pathological worst case is 101 db queries if result_objects contains 100 different object types (with all of them subclasses of ModelA).

Performance ist relative: when Django users create their own polymorphic ad-hoc solution (without a tool like django_polymorphic), this usually results in a variation of

result_objects = [ o.get_real_instance() for o in BaseModel.objects.filter(...) ]

which has really bad performance. Relative to this, the performance of the current django_polymorphic is pretty good. It's probably efficient enough for the majority of use cases.

Chunking: The implementation always requests objects in chunks of size Polymorphic_QuerySet_objects_per_request. This limits the complexity/duration for each query, including the pathological cases.

Possible Optimizations

PolymorphicQuerySet can be optimized to require only one SQL query for the queryset evaluation and retrieval of all objects.

Basically, what ist needed is a possibility to pull in the fields from all relevant sub-models with one SQL query. However, some deeper digging into the Django database layer will be required in order to make this happen.

An optimized version might require an SQL database. For non-SQL databases the implementation could fall back to the current ORM-only implementation.

SQL Complexity of an Optimized Implementation

With only one SQL query, one SQL join for each possible subclass would be needed (BaseModel.__subclasses__(), recursively). With two SQL queries, the number of joins could be reduced to the number of actuallly occurring subclasses in the result. A final implementation might want to use one query only if the number of possible subclasses (and therefore joins) is not too large, and two queries otherwise (using the first query to determine the actually occurring subclasses, reducing the number of joins for the second).

The number of joins needed for polymorphic object retrieval might raise concerns regarding the efficiency of these database queries. It seems likely however, that the increased number of joins is no problem for the supported DBM systems in all realistic use cases. Should the number of joins of the more extreme use cases turn out to be problematic, it is possible to split any problematic query into, for example, two queries with only half the number of joins each.

In General

Let's not forget that the above is just about optimization. The current implementation already works well - and perhaps well enough for the majority of applications.

Also, it seems that further optimization (down to one DB request) would be restricted to a relatively small area of the code, and be mostly independent from the rest of the module. So it seems this optimization can be done at any later time (like when it's needed).

Restrictions & Caveats

Project Status

Django_polymorphic works well for a considerable number of users now, and no major problems have shown up for many months. The API can be considered stable beginning with this release.