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diff --git a/docs/api-guide/relations.md b/docs/api-guide/relations.md new file mode 100644 index 00000000..155c89de --- /dev/null +++ b/docs/api-guide/relations.md @@ -0,0 +1,440 @@ +<a class="github" href="relations.py"></a> + +# Serializer relations + +> Bad programmers worry about the code. +> Good programmers worry about data structures and their relationships. +> +> — [Linus Torvalds][cite] + + +Relational fields are used to represent model relationships. They can be applied to `ForeignKey`, `ManyToManyField` and `OneToOneField` relationships, as well as to reverse relationships, and custom relationships such as `GenericForeignKey`. + +--- + +**Note:** The relational fields are declared in `relations.py`, but by convention you should import them from the `serializers` module, using `from rest_framework import serializers` and refer to fields as `serializers.<FieldName>`. + +--- + +# API Reference + +In order to explain the various types of relational fields, we'll use a couple of simple models for our examples. Our models will be for music albums, and the tracks listed on each album. + + class Album(models.Model): + album_name = models.CharField(max_length=100) + artist = models.CharField(max_length=100) + + class Track(models.Model): + album = models.ForeignKey(Album, related_name='tracks') + order = models.IntegerField() + title = models.CharField(max_length=100) + duration = models.IntegerField() + + class Meta: + unique_together = ('album', 'order') + order_by = 'order' + + def __unicode__(self): + return '%d: %s' % (self.order, self.title) + +## RelatedField + +`RelatedField` may be used to represent the target of the relationship using it's `__unicode__` method. + +For example, the following serializer. + + class AlbumSerializer(serializers.ModelSerializer): + tracks = RelatedField(many=True) + + class Meta: + model = Album + fields = ('album_name', 'artist', 'tracks') + +Would serialize to the following representation. + + { + 'album_name': 'Things We Lost In The Fire', + 'artist': 'Low' + 'tracks': [ + '1: Sunflower', + '2: Whitetail', + '3: Dinosaur Act', + ... + ] + } + +This field is read only. + +**Arguments**: + +* `many` - If applied to a to-many relationship, you should set this argument to `True`. + +## PrimaryKeyRelatedField + +`PrimaryKeyRelatedField` may be used to represent the target of the relationship using it's primary key. + +For example, the following serializer: + + class AlbumSerializer(serializers.ModelSerializer): + tracks = PrimaryKeyRelatedField(many=True, read_only=True) + + class Meta: + model = Album + fields = ('album_name', 'artist', 'tracks') + +Would serialize to a representation like this: + + { + 'album_name': 'The Roots', + 'artist': 'Undun' + 'tracks': [ + 89, + 90, + 91, + ... + ] + } + +By default this field is read-write, although you can change this behavior using the `read_only` flag. + +**Arguments**: + +* `many` - If applied to a to-many relationship, you should set this argument to `True`. +* `required` - If set to `False`, the field will accept values of `None` or the empty-string for nullable relationships. +* `queryset` - By default `ModelSerializer` classes will use the default queryset for the relationship. `Serializer` classes must either set a queryset explicitly, or set `read_only=True`. + +## HyperlinkedRelatedField + +`HyperlinkedRelatedField` may be used to represent the target of the relationship using a hyperlink. + +For example, the following serializer: + + class AlbumSerializer(serializers.ModelSerializer): + tracks = HyperlinkedRelatedField(many=True, read_only=True, + view_name='track-detail') + + class Meta: + model = Album + fields = ('album_name', 'artist', 'tracks') + +Would serialize to a representation like this: + + { + 'album_name': 'Graceland', + 'artist': 'Paul Simon' + 'tracks': [ + 'http://www.example.com/api/tracks/45/', + 'http://www.example.com/api/tracks/46/', + 'http://www.example.com/api/tracks/47/', + ... + ] + } + +By default this field is read-write, although you can change this behavior using the `read_only` flag. + +**Arguments**: + +* `view_name` - The view name that should be used as the target of the relationship. **required**. +* `many` - If applied to a to-many relationship, you should set this argument to `True`. +* `required` - If set to `False`, the field will accept values of `None` or the empty-string for nullable relationships. +* `queryset` - By default `ModelSerializer` classes will use the default queryset for the relationship. `Serializer` classes must either set a queryset explicitly, or set `read_only=True`. +* `lookup_field` - The field on the target that should be used for the lookup. Should correspond to a URL keyword argument on the referenced view. Default is `'pk'`. +* `format` - If using format suffixes, hyperlinked fields will use the same format suffix for the target unless overridden by using the `format` argument. + +## SlugRelatedField + +`SlugRelatedField` may be used to represent the target of the relationship using a field on the target. + +For example, the following serializer: + + class AlbumSerializer(serializers.ModelSerializer): + tracks = SlugRelatedField(many=True, read_only=True, slug_field='title') + + class Meta: + model = Album + fields = ('album_name', 'artist', 'tracks') + +Would serialize to a representation like this: + + { + 'album_name': 'Dear John', + 'artist': 'Loney Dear' + 'tracks': [ + 'Airport Surroundings', + 'Everything Turns to You', + 'I Was Only Going Out', + ... + ] + } + +By default this field is read-write, although you can change this behavior using the `read_only` flag. + +When using `SlugRelatedField` as a read-write field, you will normally want to ensure that the slug field corresponds to a model field with `unique=True`. + +**Arguments**: + +* `slug_field` - The field on the target that should be used to represent it. This should be a field that uniquely identifies any given instance. For example, `username`. **required** +* `many` - If applied to a to-many relationship, you should set this argument to `True`. +* `required` - If set to `False`, the field will accept values of `None` or the empty-string for nullable relationships. +* `queryset` - By default `ModelSerializer` classes will use the default queryset for the relationship. `Serializer` classes must either set a queryset explicitly, or set `read_only=True`. + +## HyperlinkedIdentityField + +This field can be applied as an identity relationship, such as the `'url'` field on a HyperlinkedModelSerializer. It can also be used for an attribute on the object. For example, the following serializer: + + class AlbumSerializer(serializers.HyperlinkedModelSerializer): + track_listing = HyperlinkedIdentityField(view_name='track-list') + + class Meta: + model = Album + fields = ('album_name', 'artist', 'track_listing') + +Would serialize to a representation like this: + + { + 'album_name': 'The Eraser', + 'artist': 'Thom Yorke' + 'track_listing': 'http://www.example.com/api/track_list/12/', + } + +This field is always read-only. + +**Arguments**: + +* `view_name` - The view name that should be used as the target of the relationship. **required**. +* `lookup_field` - The field on the target that should be used for the lookup. Should correspond to a URL keyword argument on the referenced view. Default is `'pk'`. +* `format` - If using format suffixes, hyperlinked fields will use the same format suffix for the target unless overridden by using the `format` argument. + +--- + +# Nested relationships + +Nested relationships can be expressed by using serializers as fields. + +If the field is used to represent a to-many relationship, you should add the `many=True` flag to the serializer field. + +Note that nested relationships are currently read-only. For read-write relationships, you should use a flat relational style. + +## Example + +For example, the following serializer: + + class TrackSerializer(serializers.ModelSerializer): + class Meta: + model = Track + fields = ('order', 'title') + + class AlbumSerializer(serializers.ModelSerializer): + tracks = TrackSerializer(many=True) + + class Meta: + model = Album + fields = ('album_name', 'artist', 'tracks') + +Would serialize to a nested representation like this: + + { + 'album_name': 'The Grey Album', + 'artist': 'Danger Mouse' + 'tracks': [ + {'order': 1, 'title': 'Public Service Annoucement'}, + {'order': 2, 'title': 'What More Can I Say'}, + {'order': 3, 'title': 'Encore'}, + ... + ], + } + +# Custom relational fields + +To implement a custom relational field, you should override `RelatedField`, and implement the `.to_native(self, value)` method. This method takes the target of the field as the `value` argument, and should return the representation that should be used to serialize the target. + +If you want to implement a read-write relational field, you must also implement the `.from_native(self, data)` method, and add `read_only = False` to the class definition. + +## Example + +For, example, we could define a relational field, to serialize a track to a custom string representation, using it's ordering, title, and duration. + + import time + + class TrackListingField(serializers.RelatedField): + def to_native(self, value): + duration = time.strftime('%M:%S', time.gmtime(value.duration)) + return 'Track %d: %s (%s)' % (value.order, value.name, duration) + + class AlbumSerializer(serializers.ModelSerializer): + tracks = TrackListingField(many=True) + + class Meta: + model = Album + fields = ('album_name', 'artist', 'tracks') + +This custom field would then serialize to the following representation. + + { + 'album_name': 'Sometimes I Wish We Were an Eagle', + 'artist': 'Bill Callahan' + 'tracks': [ + 'Track 1: Jim Cain (04:39)', + 'Track 2: Eid Ma Clack Shaw (04:19)', + 'Track 3: The Wind and the Dove (04:34)', + ... + ] + } + +--- + +# Further notes + +## Reverse relations + +Note that reverse relationships are not automatically included by the `ModelSerializer` and `HyperlinkedModelSerializer` classes. To include a reverse relationship, you must explicitly add it to the fields list. For example: + + class AlbumSerializer(serializers.ModelSerializer): + class Meta: + fields = ('tracks', ...) + +You'll normally want to ensure that you've set an appropriate `related_name` argument on the relationship, that you can use as the field name. For example: + + class Track(models.Model): + album = models.ForeignKey(Album, related_name='tracks') + ... + +If you have not set a related name for the reverse relationship, you'll need to use the automatically generated related name in the `fields` argument. For example: + + class AlbumSerializer(serializers.ModelSerializer): + class Meta: + fields = ('track_set', ...) + +See the Django documentation on [reverse relationships][reverse-relationships] for more details. + +## Generic relationships + +If you want to serialize a generic foreign key, you need to define a custom field, to determine explicitly how you want serialize the targets of the relationship. + +For example, given the following model for a tag, which has a generic relationship with other arbitrary models: + + class TaggedItem(models.Model): + """ + Tags arbitrary model instances using a generic relation. + + See: https://docs.djangoproject.com/en/dev/ref/contrib/contenttypes/ + """ + tag_name = models.SlugField() + content_type = models.ForeignKey(ContentType) + object_id = models.PositiveIntegerField() + tagged_object = GenericForeignKey('content_type', 'object_id') + + def __unicode__(self): + return self.tag + +And the following two models, which may be have associated tags: + + class Bookmark(models.Model): + """ + A bookmark consists of a URL, and 0 or more descriptive tags. + """ + url = models.URLField() + tags = GenericRelation(TaggedItem) + + + class Note(models.Model): + """ + A note consists of some text, and 0 or more descriptive tags. + """ + text = models.CharField(max_length=1000) + tags = GenericRelation(TaggedItem) + +We could define a custom field that could be used to serialize tagged instances, using the type of each instance to determine how it should be serialized. + + class TaggedObjectRelatedField(serializers.RelatedField): + """ + A custom field to use for the `tagged_object` generic relationship. + """ + + def to_native(self, value): + """ + Serialize tagged objects to a simple textual representation. + """ + if isinstance(value, Bookmark): + return 'Bookmark: ' + value.url + elif isinstance(value, Note): + return 'Note: ' + value.text + raise Exception('Unexpected type of tagged object') + +If you need the target of the relationship to have a nested representation, you can use the required serializers inside the `.to_native()` method: + + def to_native(self, value): + """ + Serialize bookmark instances using a bookmark serializer, + and note instances using a note serializer. + """ + if isinstance(value, Bookmark): + serializer = BookmarkSerializer(value) + elif isinstance(value, Note): + serializer = NoteSerializer(value) + else: + raise Exception('Unexpected type of tagged object') + + return serializer.data + +Note that reverse generic keys, expressed using the `GenericRelation` field, can be serialized using the regular relational field types, since the type of the target in the relationship is always known. + +For more information see [the Django documentation on generic relations][generic-relations]. + +## Advanced Hyperlinked fields + +If you have very specific requirements for the style of your hyperlinked relationships you can override `HyperlinkedRelatedField`. + +There are two methods you'll need to override. + +#### get_url(self, obj, view_name, request, format) + +This method should return the URL that corresponds to the given object. + +May raise a `NoReverseMatch` if the `view_name` and `lookup_field` +attributes are not configured to correctly match the URL conf. + +#### get_object(self, queryset, view_name, view_args, view_kwargs) + + +This method should the object that corresponds to the matched URL conf arguments. + +May raise an `ObjectDoesNotExist` exception. + +### Example + +For example, if all your object URLs used both a account and a slug in the the URL to reference the object, you might create a custom field like this: + + class CustomHyperlinkedField(serializers.HyperlinkedRelatedField): + def get_url(self, obj, view_name, request, format): + kwargs = {'account': obj.account, 'slug': obj.slug} + return reverse(view_name, kwargs=kwargs, request=request, format=format) + + def get_object(self, queryset, view_name, view_args, view_kwargs): + account = view_kwargs['account'] + slug = view_kwargs['slug'] + return queryset.get(account=account, slug=sug) + +--- + +## Deprecated APIs + +The following classes have been deprecated, in favor of the `many=<bool>` syntax. +They continue to function, but their usage will raise a `PendingDeprecationWarning`, which is silent by default. + +* `ManyRelatedField` +* `ManyPrimaryKeyRelatedField` +* `ManyHyperlinkedRelatedField` +* `ManySlugRelatedField` + +The `null=<bool>` flag has been deprecated in favor of the `required=<bool>` flag. It will continue to function, but will raise a `PendingDeprecationWarning`. + +In the 2.3 release, these warnings will be escalated to a `DeprecationWarning`, which is loud by default. +In the 2.4 release, these parts of the API will be removed entirely. + +For more details see the [2.2 release announcement][2.2-announcement]. + +[cite]: http://lwn.net/Articles/193245/ +[reverse-relationships]: https://docs.djangoproject.com/en/dev/topics/db/queries/#following-relationships-backward +[generic-relations]: https://docs.djangoproject.com/en/dev/ref/contrib/contenttypes/#id1 +[2.2-announcement]: ../topics/2.2-announcement.md |
