setup usage_rules

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# Actions
- Create specific, well-named actions rather than generic ones
- Put all business logic inside action definitions
- Use hooks like `Ash.Changeset.after_action/2`, `Ash.Changeset.before_action/2` to add additional logic
inside the same transaction.
- Use hooks like `Ash.Changeset.after_transaction/2`, `Ash.Changeset.before_transaction/2` to add additional logic
outside the transaction.
- Use action arguments for inputs that need validation
- Use preparations to modify queries before execution
- Preparations support `where` clauses for conditional execution
- Use `only_when_valid?` to skip preparations when the query is invalid
- Use changes to modify changesets before execution
- Use validations to validate changesets before execution
- Prefer domain code interfaces to call actions instead of directly building queries/changesets and calling functions in the `Ash` module
- A resource could be *only generic actions*. This can be useful when you are using a resource only to model behavior.
## Error Handling
Functions to call actions, like `Ash.create` and code interfaces like `MyApp.Accounts.register_user` all return ok/error tuples. All have `!` variations, like `Ash.create!` and `MyApp.Accounts.register_user!`. Use the `!` variations when you want to "let it crash", like if looking something up that should definitely exist, or calling an action that should always succeed. Always prefer the raising `!` variation over something like `{:ok, user} = MyApp.Accounts.register_user(...)`.
All Ash code returns errors in the form of `{:error, error_class}`. Ash categorizes errors into four main classes:
1. **Forbidden** (`Ash.Error.Forbidden`) - Occurs when a user attempts an action they don't have permission to perform
2. **Invalid** (`Ash.Error.Invalid`) - Occurs when input data doesn't meet validation requirements
3. **Framework** (`Ash.Error.Framework`) - Occurs when there's an issue with how Ash is being used
4. **Unknown** (`Ash.Error.Unknown`) - Occurs for unexpected errors that don't fit the other categories
These error classes help you catch and handle errors at an appropriate level of granularity. An error class will always be the "worst" (highest in the above list) error class from above. Each error class can contain multiple underlying errors, accessible via the `errors` field on the exception.
## Using Validations
Validations ensure that data meets your business requirements before it gets processed by an action. Unlike changes, validations cannot modify the changeset - they can only validate it or add errors.
Validations work on both changesets and queries. Built-in validations that support queries include:
- `action_is`, `argument_does_not_equal`, `argument_equals`, `argument_in`
- `compare`, `confirm`, `match`, `negate`, `one_of`, `present`, `string_length`
- Custom validations that implement the `supports/1` callback
Common validation patterns:
```elixir
# Built-in validations with custom messages
validate compare(:age, greater_than_or_equal_to: 18) do
message "You must be at least 18 years old"
end
validate match(:email, "@")
validate one_of(:status, [:active, :inactive, :pending])
# Conditional validations with where clauses
validate present(:phone_number) do
where present(:contact_method) and eq(:contact_method, "phone")
end
# only_when_valid? - skip validation if prior validations failed
validate expensive_validation() do
only_when_valid? true
end
# Action-specific vs global validations
actions do
create :sign_up do
validate present([:email, :password]) # Only for this action
end
read :search do
argument :email, :string
validate match(:email, ~r/^[^\s]+@[^\s]+\.[^\s]+$/) # Validates query arguments
end
end
validations do
validate present([:title, :body]), on: [:create, :update] # Multiple actions
end
```
- Create **custom validation modules** for complex validation logic:
```elixir
defmodule MyApp.Validations.UniqueUsername do
use Ash.Resource.Validation
@impl true
def init(opts), do: {:ok, opts}
@impl true
def validate(changeset, _opts, _context) do
# Validation logic here
# Return :ok or {:error, message}
end
end
# Usage in resource:
validate {MyApp.Validations.UniqueUsername, []}
```
- Make validations **atomic** when possible to ensure they work correctly with direct database operations by implementing the `atomic/3` callback in custom validation modules.
```elixir
defmodule MyApp.Validations.IsEven do
# transform and validate opts
use Ash.Resource.Validation
@impl true
def init(opts) do
if is_atom(opts[:attribute]) do
{:ok, opts}
else
{:error, "attribute must be an atom!"}
end
end
@impl true
# This is optional, but useful to have in addition to validation
# so you get early feedback for validations that can otherwise
# only run in the datalayer
def validate(changeset, opts, _context) do
value = Ash.Changeset.get_attribute(changeset, opts[:attribute])
if is_nil(value) || (is_number(value) && rem(value, 2) == 0) do
:ok
else
{:error, field: opts[:attribute], message: "must be an even number"}
end
end
@impl true
def atomic(changeset, opts, context) do
{:atomic,
# the list of attributes that are involved in the validation
[opts[:attribute]],
# the condition that should cause the error
# here we refer to the new value or the current value
expr(rem(^atomic_ref(opts[:attribute]), 2) != 0),
# the error expression
expr(
error(^InvalidAttribute, %{
field: ^opts[:attribute],
# the value that caused the error
value: ^atomic_ref(opts[:attribute]),
# the message to display
message: ^(context.message || "%{field} must be an even number"),
vars: %{field: ^opts[:attribute]}
})
)
}
end
end
```
- **Avoid redundant validations** - Don't add validations that duplicate attribute constraints:
```elixir
# WRONG - redundant validation
attribute :name, :string do
allow_nil? false
constraints min_length: 1
end
validate present(:name) do # Redundant! allow_nil? false already handles this
message "Name is required"
end
validate attribute_does_not_equal(:name, "") do # Redundant! min_length: 1 already handles this
message "Name cannot be empty"
end
# CORRECT - let attribute constraints handle basic validation
attribute :name, :string do
allow_nil? false
constraints min_length: 1
end
```
## Using Preparations
Preparations modify queries before they're executed. They are used to add filters, sorts, or other query modifications based on the query context.
Common preparation patterns:
```elixir
# Built-in preparations
prepare build(sort: [created_at: :desc])
prepare build(filter: [active: true])
# Conditional preparations with where clauses
prepare build(filter: [visible: true]) do
where argument_equals(:include_hidden, false)
end
# only_when_valid? - skip preparation if prior validations failed
prepare expensive_preparation() do
only_when_valid? true
end
# Action-specific vs global preparations
actions do
read :recent do
prepare build(sort: [created_at: :desc], limit: 10)
end
end
preparations do
prepare build(filter: [deleted: false]), on: [:read, :update]
end
```
## Using Changes
Changes allow you to modify the changeset before it gets processed by an action. Unlike validations, changes can manipulate attribute values, add attributes, or perform other data transformations.
Common change patterns:
```elixir
# Built-in changes with conditions
change set_attribute(:status, "pending")
change relate_actor(:creator) do
where present(:actor)
end
change atomic_update(:counter, expr(^counter + 1))
# Action-specific vs global changes
actions do
create :sign_up do
change set_attribute(:joined_at, expr(now())) # Only for this action
end
end
changes do
change set_attribute(:updated_at, expr(now())), on: :update # Multiple actions
change manage_relationship(:items, type: :append), on: [:create, :update]
end
```
- Create **custom change modules** for reusable transformation logic:
```elixir
defmodule MyApp.Changes.SlugifyTitle do
use Ash.Resource.Change
def change(changeset, _opts, _context) do
title = Ash.Changeset.get_attribute(changeset, :title)
if title do
slug = title |> String.downcase() |> String.replace(~r/[^a-z0-9]+/, "-")
Ash.Changeset.change_attribute(changeset, :slug, slug)
else
changeset
end
end
end
# Usage in resource:
change {MyApp.Changes.SlugifyTitle, []}
```
- Create a **change module with lifecycle hooks** to handle complex multi-step operations:
```elixir
defmodule MyApp.Changes.ProcessOrder do
use Ash.Resource.Change
def change(changeset, _opts, context) do
changeset
|> Ash.Changeset.before_transaction(fn changeset ->
# Runs before the transaction starts
# Use for external API calls, logging, etc.
MyApp.ExternalService.reserve_inventory(changeset, scope: context)
changeset
end)
|> Ash.Changeset.before_action(fn changeset ->
# Runs inside the transaction before the main action
# Use for related database changes in the same transaction
Ash.Changeset.change_attribute(changeset, :processed_at, DateTime.utc_now())
end)
|> Ash.Changeset.after_action(fn changeset, result ->
# Runs inside the transaction after the main action, only on success
# Use for related database changes that depend on the result
MyApp.Inventory.update_stock_levels(result, scope: context)
{changeset, result}
end)
|> Ash.Changeset.after_transaction(fn changeset,
{:ok, result} ->
# Runs after the transaction completes (success or failure)
# Use for notifications, external systems, etc.
MyApp.Mailer.send_order_confirmation(result, scope: context)
{changeset, result}
{:error, error} ->
# Runs after the transaction completes (success or failure)
# Use for notifications, external systems, etc.
MyApp.Mailer.send_order_issue_notice(result, scope: context)
{:error, error}
end)
end
end
# Usage in resource:
change {MyApp.Changes.ProcessOrder, []}
```
## Atomic Changes
Atomic changes execute directly in the database as part of the update query, without requiring the record to be loaded first. This provides better performance and correct behavior under concurrent updates.
**Why atomic matters:**
- Avoids race conditions (e.g., incrementing a counter)
- Better performance (no round-trip to load the record)
- Required for bulk operations to work efficiently
**Built-in atomic changes:**
```elixir
# Increment a counter atomically
change atomic_update(:view_count, expr(view_count + 1))
# Set a value using an expression
change set_attribute(:updated_at, expr(now()))
```
**Making custom changes atomic:**
Implement the `atomic/3` callback to support atomic execution:
```elixir
defmodule MyApp.Changes.IncrementVersion do
use Ash.Resource.Change
@impl true
def change(changeset, _opts, _context) do
# Fallback for non-atomic execution
current = Ash.Changeset.get_attribute(changeset, :version) || 0
Ash.Changeset.change_attribute(changeset, :version, current + 1)
end
@impl true
def atomic(_changeset, _opts, _context) do
# Atomic implementation - runs in the database
{:atomic, %{version: expr(coalesce(version, 0) + 1)}}
end
end
```
## Using `require_atomic? false`
By default, update and destroy actions require all changes and validations to support atomic execution. If they don't, the action will raise an error.
**IMPORTANT:** When you see `require_atomic? false` on an action, carefully consider whether it is truly necessary. This option should be used sparingly.
**When `require_atomic? false` is needed:**
- The action has `before_action` or `around_action` hooks that need to read or modify the record
- A change reads the current record state (e.g., `Ash.Changeset.get_data/2`) and cannot be rewritten atomically
- Complex validations that cannot be expressed as database expressions
**When `require_atomic? false` is NOT needed:**
- Simple attribute transformations (these can usually be made atomic)
- Setting timestamps or default values (use `expr(now())` instead)
- Incrementing counters (use `atomic_update/2`)
- After-action hooks (these don't prevent atomic execution)
- After-transaction hooks (these don't prevent atomic execution)
```elixir
actions do
update :update do
# AVOID unless truly necessary
require_atomic? false
end
update :increment_views do
# GOOD - fully atomic, no need to disable
change atomic_update(:view_count, expr(view_count + 1))
end
end
```
If you find yourself adding `require_atomic? false`, first check if your changes and validations can be rewritten with `atomic/3` callbacks. Only disable atomic requirements when the action genuinely needs to read or manipulate the record in hooks.
## Custom Modules vs. Anonymous Functions
Prefer to put code in its own module and refer to that in changes, preparations, validations etc.
For example, prefer this:
```elixir
defmodule MyApp.MyDomain.MyResource.Changes.SlugifyName do
use Ash.Resource.Change
def change(changeset, _, _) do
Ash.Changeset.before_action(changeset, fn changeset, _ ->
slug = MyApp.Slug.get()
Ash.Changeset.force_change_attribute(changeset, :slug, slug)
end)
end
end
change MyApp.MyDomain.MyResource.Changes.SlugifyName
```
## Action Types
- **Read**: For retrieving records
- **Create**: For creating records
- **Update**: For changing records
- **Destroy**: For removing records
- **Generic**: For custom operations that don't fit the other types