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# ext/horizontal_shard.py
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# Copyright (C) 2005-2025 the SQLAlchemy authors and contributors
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# <see AUTHORS file>
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#
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# This module is part of SQLAlchemy and is released under
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# the MIT License: https://www.opensource.org/licenses/mit-license.php
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"""Horizontal sharding support.
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Defines a rudimental 'horizontal sharding' system which allows a Session to
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distribute queries and persistence operations across multiple databases.
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For a usage example, see the :ref:`examples_sharding` example included in
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the source distribution.
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.. deepalchemy:: The horizontal sharding extension is an advanced feature,
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involving a complex statement -> database interaction as well as
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use of semi-public APIs for non-trivial cases. Simpler approaches to
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refering to multiple database "shards", most commonly using a distinct
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:class:`_orm.Session` per "shard", should always be considered first
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before using this more complex and less-production-tested system.
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"""
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from __future__ import annotations
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from typing import Any
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from typing import Callable
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from typing import Dict
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from typing import Iterable
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from typing import Optional
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from typing import Tuple
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from typing import Type
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from typing import TYPE_CHECKING
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from typing import TypeVar
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from typing import Union
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from .. import event
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from .. import exc
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from .. import inspect
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from .. import util
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from ..orm import PassiveFlag
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from ..orm._typing import OrmExecuteOptionsParameter
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from ..orm.interfaces import ORMOption
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from ..orm.mapper import Mapper
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from ..orm.query import Query
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from ..orm.session import _BindArguments
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from ..orm.session import _PKIdentityArgument
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from ..orm.session import Session
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from ..util.typing import Protocol
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from ..util.typing import Self
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if TYPE_CHECKING:
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from ..engine.base import Connection
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from ..engine.base import Engine
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from ..engine.base import OptionEngine
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from ..engine.result import IteratorResult
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from ..engine.result import Result
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from ..orm import LoaderCallableStatus
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from ..orm._typing import _O
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from ..orm.bulk_persistence import BulkUDCompileState
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from ..orm.context import QueryContext
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from ..orm.session import _EntityBindKey
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from ..orm.session import _SessionBind
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from ..orm.session import ORMExecuteState
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from ..orm.state import InstanceState
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from ..sql import Executable
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from ..sql._typing import _TP
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from ..sql.elements import ClauseElement
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__all__ = ["ShardedSession", "ShardedQuery"]
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_T = TypeVar("_T", bound=Any)
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ShardIdentifier = str
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class ShardChooser(Protocol):
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def __call__(
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self,
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mapper: Optional[Mapper[_T]],
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instance: Any,
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clause: Optional[ClauseElement],
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) -> Any: ...
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class IdentityChooser(Protocol):
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def __call__(
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self,
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mapper: Mapper[_T],
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primary_key: _PKIdentityArgument,
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*,
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lazy_loaded_from: Optional[InstanceState[Any]],
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execution_options: OrmExecuteOptionsParameter,
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bind_arguments: _BindArguments,
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**kw: Any,
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) -> Any: ...
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class ShardedQuery(Query[_T]):
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"""Query class used with :class:`.ShardedSession`.
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.. legacy:: The :class:`.ShardedQuery` is a subclass of the legacy
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:class:`.Query` class. The :class:`.ShardedSession` now supports
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2.0 style execution via the :meth:`.ShardedSession.execute` method.
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"""
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def __init__(self, *args: Any, **kwargs: Any) -> None:
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super().__init__(*args, **kwargs)
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assert isinstance(self.session, ShardedSession)
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self.identity_chooser = self.session.identity_chooser
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self.execute_chooser = self.session.execute_chooser
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self._shard_id = None
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def set_shard(self, shard_id: ShardIdentifier) -> Self:
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"""Return a new query, limited to a single shard ID.
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All subsequent operations with the returned query will
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be against the single shard regardless of other state.
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The shard_id can be passed for a 2.0 style execution to the
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bind_arguments dictionary of :meth:`.Session.execute`::
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results = session.execute(stmt, bind_arguments={"shard_id": "my_shard"})
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""" # noqa: E501
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return self.execution_options(_sa_shard_id=shard_id)
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class ShardedSession(Session):
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shard_chooser: ShardChooser
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identity_chooser: IdentityChooser
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execute_chooser: Callable[[ORMExecuteState], Iterable[Any]]
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def __init__(
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self,
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shard_chooser: ShardChooser,
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identity_chooser: Optional[IdentityChooser] = None,
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execute_chooser: Optional[
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Callable[[ORMExecuteState], Iterable[Any]]
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] = None,
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shards: Optional[Dict[str, Any]] = None,
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query_cls: Type[Query[_T]] = ShardedQuery,
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*,
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id_chooser: Optional[
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Callable[[Query[_T], Iterable[_T]], Iterable[Any]]
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] = None,
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query_chooser: Optional[Callable[[Executable], Iterable[Any]]] = None,
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**kwargs: Any,
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) -> None:
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"""Construct a ShardedSession.
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:param shard_chooser: A callable which, passed a Mapper, a mapped
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instance, and possibly a SQL clause, returns a shard ID. This id
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may be based off of the attributes present within the object, or on
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some round-robin scheme. If the scheme is based on a selection, it
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should set whatever state on the instance to mark it in the future as
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participating in that shard.
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:param identity_chooser: A callable, passed a Mapper and primary key
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argument, which should return a list of shard ids where this
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primary key might reside.
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.. versionchanged:: 2.0 The ``identity_chooser`` parameter
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supersedes the ``id_chooser`` parameter.
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:param execute_chooser: For a given :class:`.ORMExecuteState`,
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returns the list of shard_ids
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where the query should be issued. Results from all shards returned
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will be combined together into a single listing.
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.. versionchanged:: 1.4 The ``execute_chooser`` parameter
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supersedes the ``query_chooser`` parameter.
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:param shards: A dictionary of string shard names
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to :class:`~sqlalchemy.engine.Engine` objects.
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"""
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super().__init__(query_cls=query_cls, **kwargs)
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event.listen(
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self, "do_orm_execute", execute_and_instances, retval=True
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)
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self.shard_chooser = shard_chooser
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if id_chooser:
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_id_chooser = id_chooser
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util.warn_deprecated(
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"The ``id_chooser`` parameter is deprecated; "
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"please use ``identity_chooser``.",
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"2.0",
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)
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def _legacy_identity_chooser(
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mapper: Mapper[_T],
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primary_key: _PKIdentityArgument,
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*,
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lazy_loaded_from: Optional[InstanceState[Any]],
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execution_options: OrmExecuteOptionsParameter,
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bind_arguments: _BindArguments,
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**kw: Any,
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) -> Any:
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q = self.query(mapper)
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if lazy_loaded_from:
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q = q._set_lazyload_from(lazy_loaded_from)
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return _id_chooser(q, primary_key)
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self.identity_chooser = _legacy_identity_chooser
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elif identity_chooser:
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self.identity_chooser = identity_chooser
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else:
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raise exc.ArgumentError(
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"identity_chooser or id_chooser is required"
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)
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if query_chooser:
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_query_chooser = query_chooser
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util.warn_deprecated(
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"The ``query_chooser`` parameter is deprecated; "
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"please use ``execute_chooser``.",
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"1.4",
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)
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if execute_chooser:
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raise exc.ArgumentError(
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"Can't pass query_chooser and execute_chooser "
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"at the same time."
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)
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def _default_execute_chooser(
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orm_context: ORMExecuteState,
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) -> Iterable[Any]:
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return _query_chooser(orm_context.statement)
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if execute_chooser is None:
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execute_chooser = _default_execute_chooser
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if execute_chooser is None:
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raise exc.ArgumentError(
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"execute_chooser or query_chooser is required"
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)
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self.execute_chooser = execute_chooser
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self.__shards: Dict[ShardIdentifier, _SessionBind] = {}
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if shards is not None:
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for k in shards:
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self.bind_shard(k, shards[k])
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def _identity_lookup(
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self,
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mapper: Mapper[_O],
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primary_key_identity: Union[Any, Tuple[Any, ...]],
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identity_token: Optional[Any] = None,
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passive: PassiveFlag = PassiveFlag.PASSIVE_OFF,
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lazy_loaded_from: Optional[InstanceState[Any]] = None,
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execution_options: OrmExecuteOptionsParameter = util.EMPTY_DICT,
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bind_arguments: Optional[_BindArguments] = None,
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**kw: Any,
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) -> Union[Optional[_O], LoaderCallableStatus]:
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"""override the default :meth:`.Session._identity_lookup` method so
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that we search for a given non-token primary key identity across all
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possible identity tokens (e.g. shard ids).
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.. versionchanged:: 1.4 Moved :meth:`.Session._identity_lookup` from
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the :class:`_query.Query` object to the :class:`.Session`.
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"""
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if identity_token is not None:
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obj = super()._identity_lookup(
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mapper,
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primary_key_identity,
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identity_token=identity_token,
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**kw,
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)
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return obj
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else:
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for shard_id in self.identity_chooser(
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mapper,
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primary_key_identity,
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lazy_loaded_from=lazy_loaded_from,
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execution_options=execution_options,
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bind_arguments=dict(bind_arguments) if bind_arguments else {},
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):
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obj2 = super()._identity_lookup(
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mapper,
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primary_key_identity,
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identity_token=shard_id,
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lazy_loaded_from=lazy_loaded_from,
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**kw,
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)
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if obj2 is not None:
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return obj2
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return None
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def _choose_shard_and_assign(
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self,
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mapper: Optional[_EntityBindKey[_O]],
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instance: Any,
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**kw: Any,
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) -> Any:
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if instance is not None:
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state = inspect(instance)
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if state.key:
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token = state.key[2]
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assert token is not None
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return token
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elif state.identity_token:
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return state.identity_token
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assert isinstance(mapper, Mapper)
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shard_id = self.shard_chooser(mapper, instance, **kw)
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if instance is not None:
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state.identity_token = shard_id
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return shard_id
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def connection_callable(
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self,
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mapper: Optional[Mapper[_T]] = None,
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instance: Optional[Any] = None,
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shard_id: Optional[ShardIdentifier] = None,
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**kw: Any,
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) -> Connection:
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"""Provide a :class:`_engine.Connection` to use in the unit of work
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flush process.
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"""
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if shard_id is None:
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shard_id = self._choose_shard_and_assign(mapper, instance)
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if self.in_transaction():
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trans = self.get_transaction()
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assert trans is not None
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return trans.connection(mapper, shard_id=shard_id)
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else:
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bind = self.get_bind(
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mapper=mapper, shard_id=shard_id, instance=instance
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)
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if isinstance(bind, Engine):
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return bind.connect(**kw)
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else:
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assert isinstance(bind, Connection)
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return bind
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def get_bind(
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self,
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mapper: Optional[_EntityBindKey[_O]] = None,
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*,
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shard_id: Optional[ShardIdentifier] = None,
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instance: Optional[Any] = None,
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clause: Optional[ClauseElement] = None,
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**kw: Any,
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) -> _SessionBind:
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if shard_id is None:
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shard_id = self._choose_shard_and_assign(
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mapper, instance=instance, clause=clause
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)
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assert shard_id is not None
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return self.__shards[shard_id]
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def bind_shard(
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self, shard_id: ShardIdentifier, bind: Union[Engine, OptionEngine]
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) -> None:
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self.__shards[shard_id] = bind
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class set_shard_id(ORMOption):
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"""a loader option for statements to apply a specific shard id to the
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primary query as well as for additional relationship and column
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loaders.
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The :class:`_horizontal.set_shard_id` option may be applied using
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the :meth:`_sql.Executable.options` method of any executable statement::
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stmt = (
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select(MyObject)
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.where(MyObject.name == "some name")
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.options(set_shard_id("shard1"))
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)
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Above, the statement when invoked will limit to the "shard1" shard
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identifier for the primary query as well as for all relationship and
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column loading strategies, including eager loaders such as
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:func:`_orm.selectinload`, deferred column loaders like :func:`_orm.defer`,
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and the lazy relationship loader :func:`_orm.lazyload`.
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In this way, the :class:`_horizontal.set_shard_id` option has much wider
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scope than using the "shard_id" argument within the
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:paramref:`_orm.Session.execute.bind_arguments` dictionary.
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.. versionadded:: 2.0.0
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"""
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__slots__ = ("shard_id", "propagate_to_loaders")
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def __init__(
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self, shard_id: ShardIdentifier, propagate_to_loaders: bool = True
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):
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"""Construct a :class:`_horizontal.set_shard_id` option.
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:param shard_id: shard identifier
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:param propagate_to_loaders: if left at its default of ``True``, the
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shard option will take place for lazy loaders such as
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:func:`_orm.lazyload` and :func:`_orm.defer`; if False, the option
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will not be propagated to loaded objects. Note that :func:`_orm.defer`
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always limits to the shard_id of the parent row in any case, so the
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parameter only has a net effect on the behavior of the
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:func:`_orm.lazyload` strategy.
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"""
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self.shard_id = shard_id
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self.propagate_to_loaders = propagate_to_loaders
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def execute_and_instances(
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orm_context: ORMExecuteState,
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) -> Union[Result[_T], IteratorResult[_TP]]:
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active_options: Union[
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None,
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QueryContext.default_load_options,
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Type[QueryContext.default_load_options],
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BulkUDCompileState.default_update_options,
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Type[BulkUDCompileState.default_update_options],
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]
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if orm_context.is_select:
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active_options = orm_context.load_options
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elif orm_context.is_update or orm_context.is_delete:
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active_options = orm_context.update_delete_options
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else:
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active_options = None
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session = orm_context.session
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assert isinstance(session, ShardedSession)
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def iter_for_shard(
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shard_id: ShardIdentifier,
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) -> Union[Result[_T], IteratorResult[_TP]]:
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bind_arguments = dict(orm_context.bind_arguments)
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bind_arguments["shard_id"] = shard_id
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orm_context.update_execution_options(identity_token=shard_id)
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return orm_context.invoke_statement(bind_arguments=bind_arguments)
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for orm_opt in orm_context._non_compile_orm_options:
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# TODO: if we had an ORMOption that gets applied at ORM statement
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# execution time, that would allow this to be more generalized.
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# for now just iterate and look for our options
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if isinstance(orm_opt, set_shard_id):
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shard_id = orm_opt.shard_id
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break
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else:
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if active_options and active_options._identity_token is not None:
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shard_id = active_options._identity_token
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elif "_sa_shard_id" in orm_context.execution_options:
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shard_id = orm_context.execution_options["_sa_shard_id"]
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elif "shard_id" in orm_context.bind_arguments:
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shard_id = orm_context.bind_arguments["shard_id"]
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else:
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shard_id = None
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if shard_id is not None:
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return iter_for_shard(shard_id)
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else:
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partial = []
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for shard_id in session.execute_chooser(orm_context):
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result_ = iter_for_shard(shard_id)
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partial.append(result_)
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return partial[0].merge(*partial[1:])
|
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