jsonapi-resources 0.10.7 → 0.11.0.beta2

data/lib/jsonapi/active_relation_retrieval.rb

@@ -0,0 +1,885 @@
+# frozen_string_literal: true
+
+module JSONAPI
+  module ActiveRelationRetrieval
+    def find_related_ids(relationship, options = {})
+      self.class.find_related_fragments(self, relationship, options).keys.collect { |rid| rid.id }
+    end
+
+    module ClassMethods
+      # Finds Resources using the `filters`. Pagination and sort options are used when provided
+      #
+      # @param filters [Hash] the filters hash
+      # @option options [Hash] :context The context of the request, set in the controller
+      # @option options [Hash] :sort_criteria The `sort criteria`
+      # @option options [Hash] :include_directives The `include_directives`
+      #
+      # @return [Array<Resource>] the Resource instances matching the filters, sorting and pagination rules.
+      def find(filters, options = {})
+        sort_criteria = options.fetch(:sort_criteria) { [] }
+
+        join_manager = ActiveRelation::JoinManager.new(resource_klass: self,
+                                                       filters: filters,
+                                                       sort_criteria: sort_criteria)
+
+        paginator = options[:paginator]
+
+        records = apply_request_settings_to_records(records: records(options),
+                               sort_criteria: sort_criteria,filters: filters,
+                               join_manager: join_manager,
+                               paginator: paginator,
+                               options: options)
+
+        resources_for(records, options[:context])
+      end
+
+      # Counts Resources found using the `filters`
+      #
+      # @param filters [Hash] the filters hash
+      # @option options [Hash] :context The context of the request, set in the controller
+      #
+      # @return [Integer] the count
+      def count(filters, options = {})
+        join_manager = ActiveRelation::JoinManager.new(resource_klass: self,
+                                                       filters: filters)
+
+        records = apply_request_settings_to_records(records: records(options),
+                               filters: filters,
+                               join_manager: join_manager,
+                               options: options)
+
+        count_records(records)
+      end
+
+      # Returns the single Resource identified by `key`
+      #
+      # @param key the primary key of the resource to find
+      # @option options [Hash] :context The context of the request, set in the controller
+      def find_by_key(key, options = {})
+        record = find_record_by_key(key, options)
+        resource_for(record, options[:context])
+      end
+
+      # Returns an array of Resources identified by the `keys` array
+      #
+      # @param keys [Array<key>] Array of primary keys to find resources for
+      # @option options [Hash] :context The context of the request, set in the controller
+      def find_by_keys(keys, options = {})
+        records = find_records_by_keys(keys, options)
+        resources_for(records, options[:context])
+      end
+
+      # Returns an array of Resources identified by the `keys` array. The resources are not filtered as this
+      # will have been done in a prior step
+      #
+      # @param keys [Array<key>] Array of primary keys to find resources for
+      # @option options [Hash] :context The context of the request, set in the controller
+      def find_to_populate_by_keys(keys, options = {})
+        records = records_for_populate(options).where(_primary_key => keys)
+        resources_for(records, options[:context])
+      end
+
+      # Finds Resource fragments using the `filters`. Pagination and sort options are used when provided.
+      # Note: This is incompatible with Polymorphic resources (which are going to come from two separate tables)
+      #
+      # @param filters [Hash] the filters hash
+      # @option options [Hash] :context The context of the request, set in the controller
+      # @option options [Hash] :sort_criteria The `sort criteria`
+      # @option options [Hash] :include_directives The `include_directives`
+      # @option options [Boolean] :cache Return the resources' cache field
+      #
+      # @return [Hash{ResourceIdentity => {identity: => ResourceIdentity, cache: cache_field}]
+      #    the ResourceInstances matching the filters, sorting, and pagination rules along with any request
+      #    additional_field values
+      def find_fragments(filters, options = {})
+        include_directives = options.fetch(:include_directives, {})
+        resource_klass = self
+
+        fragments = {}
+
+        linkage_relationships = to_one_relationships_for_linkage(include_directives[:include_related])
+
+        sort_criteria = options.fetch(:sort_criteria) { [] }
+
+        join_manager = ActiveRelation::JoinManager.new(resource_klass: resource_klass,
+                                                       source_relationship: nil,
+                                                       relationships: linkage_relationships.collect(&:name),
+                                                       sort_criteria: sort_criteria,
+                                                       filters: filters)
+
+        paginator = options[:paginator]
+
+        records = apply_request_settings_to_records(records: records(options),
+                               filters: filters,
+                               sort_criteria: sort_criteria,
+                               paginator: paginator,
+                               join_manager: join_manager,
+                               options: options)
+
+        if options[:cache]
+          # This alias is going to be resolve down to the model's table name and will not actually be an alias
+          resource_table_alias = resource_klass._table_name
+
+          pluck_fields = [sql_field_with_alias(resource_table_alias, resource_klass._primary_key)]
+
+          cache_field = attribute_to_model_field(:_cache_field)
+          pluck_fields << sql_field_with_alias(resource_table_alias, cache_field[:name])
+
+          linkage_fields = []
+
+          linkage_relationships.each do |linkage_relationship|
+            linkage_relationship_name = linkage_relationship.name
+
+            if linkage_relationship.polymorphic? && linkage_relationship.belongs_to?
+              linkage_relationship.resource_types.each do |resource_type|
+                klass = resource_klass_for(resource_type)
+                linkage_table_alias = join_manager.join_details_by_polymorphic_relationship(linkage_relationship, resource_type)[:alias]
+                primary_key = klass._primary_key
+
+                linkage_fields << {relationship_name: linkage_relationship_name,
+                                   resource_klass: klass,
+                                   field: sql_field_with_alias(linkage_table_alias, primary_key),
+                                   alias: alias_table_field(linkage_table_alias, primary_key)}
+
+                pluck_fields << sql_field_with_alias(linkage_table_alias, primary_key)
+              end
+            else
+              klass = linkage_relationship.resource_klass
+              linkage_table_alias = join_manager.join_details_by_relationship(linkage_relationship)[:alias]
+              fail "Missing linkage_table_alias for #{linkage_relationship}" unless linkage_table_alias
+              primary_key = klass._primary_key
+
+              linkage_fields << {relationship_name: linkage_relationship_name,
+                                 resource_klass: klass,
+                                 field: sql_field_with_alias(linkage_table_alias, primary_key),
+                                 alias: alias_table_field(linkage_table_alias, primary_key)}
+
+              pluck_fields << sql_field_with_alias(linkage_table_alias, primary_key)
+            end
+          end
+
+          sort_fields = options.dig(:_relation_helper_options, :sort_fields)
+          sort_fields.try(:each) do |field|
+            pluck_fields << Arel.sql(field)
+          end
+
+          rows = records.pluck(*pluck_fields)
+          rows.each do |row|
+            rid = JSONAPI::ResourceIdentity.new(resource_klass, pluck_fields.length == 1 ? row : row[0])
+
+            fragments[rid] ||= JSONAPI::ResourceFragment.new(rid)
+            attributes_offset = 2
+
+            fragments[rid].cache = cast_to_attribute_type(row[1], cache_field[:type])
+
+            linkage_fields.each do |linkage_field_details|
+              fragments[rid].initialize_related(linkage_field_details[:relationship_name])
+              related_id = row[attributes_offset]
+              if related_id
+                related_rid = JSONAPI::ResourceIdentity.new(linkage_field_details[:resource_klass], related_id)
+                fragments[rid].add_related_identity(linkage_field_details[:relationship_name], related_rid)
+              end
+              attributes_offset+= 1
+            end
+          end
+
+          if JSONAPI.configuration.warn_on_performance_issues && (rows.length > fragments.length)
+            warn "Performance issue detected: `#{self.name.to_s}.records` returned non-normalized results in `#{self.name.to_s}.find_fragments`."
+          end
+        else
+          linkage_fields = []
+
+          linkage_relationships.each do |linkage_relationship|
+            linkage_relationship_name = linkage_relationship.name
+
+            if linkage_relationship.polymorphic? && linkage_relationship.belongs_to?
+              linkage_relationship.resource_types.each do |resource_type|
+                klass = resource_klass_for(resource_type)
+                linkage_table_alias = join_manager.join_details_by_polymorphic_relationship(linkage_relationship, resource_type)[:alias]
+                primary_key = klass._primary_key
+
+                select_alias = "jr_l_#{linkage_relationship_name}_#{resource_type}_pk"
+                select_alias_statement = sql_field_with_fixed_alias(linkage_table_alias, primary_key, select_alias)
+
+                linkage_fields << {relationship_name: linkage_relationship_name,
+                                   resource_klass: klass,
+                                   select: select_alias_statement,
+                                   select_alias: select_alias}
+              end
+            else
+              klass = linkage_relationship.resource_klass
+              linkage_table_alias = join_manager.join_details_by_relationship(linkage_relationship)[:alias]
+              fail "Missing linkage_table_alias for #{linkage_relationship}" unless linkage_table_alias
+              primary_key = klass._primary_key
+
+              select_alias = "jr_l_#{linkage_relationship_name}_pk"
+              select_alias_statement = sql_field_with_fixed_alias(linkage_table_alias, primary_key, select_alias)
+              linkage_fields << {relationship_name: linkage_relationship_name,
+                                 resource_klass: klass,
+                                 select: select_alias_statement,
+                                 select_alias: select_alias}
+            end
+          end
+
+
+          if linkage_fields.any?
+            records = records.select(linkage_fields.collect {|f| f[:select]})
+          end
+
+          records = records.select(concat_table_field(_table_name, Arel.star))
+          resources = resources_for(records, options[:context])
+
+          resources.each do |resource|
+            rid = resource.identity
+            fragments[rid] ||= JSONAPI::ResourceFragment.new(rid, resource: resource)
+
+            linkage_fields.each do |linkage_field_details|
+              fragments[rid].initialize_related(linkage_field_details[:relationship_name])
+              related_id = resource._model.attributes[linkage_field_details[:select_alias]]
+              if related_id
+                related_rid = JSONAPI::ResourceIdentity.new(linkage_field_details[:resource_klass], related_id)
+                fragments[rid].add_related_identity(linkage_field_details[:relationship_name], related_rid)
+              end
+            end
+          end
+        end
+
+        fragments
+      end
+
+      # Finds Resource Fragments related to the source resources through the specified relationship
+      #
+      # @param source_rids [Array<ResourceIdentity>] The resources to find related ResourcesIdentities for
+      # @param relationship_name [String | Symbol] The name of the relationship
+      # @option options [Hash] :context The context of the request, set in the controller
+      # @option options [Boolean] :cache Return the resources' cache field
+      #
+      # @return [Hash{ResourceIdentity => {identity: => ResourceIdentity, cache: cache_field, related: {relationship_name: [] }}}]
+      #    the ResourceInstances matching the filters, sorting, and pagination rules along with any request
+      #    additional_field values
+      def find_related_fragments(source_fragment, relationship, options = {})
+        if relationship.polymorphic? # && relationship.foreign_key_on == :self
+          source_resource_klasses = if relationship.foreign_key_on == :self
+                                      relationship.class.polymorphic_types(relationship.name).collect do |polymorphic_type|
+                                        resource_klass_for(polymorphic_type)
+                                      end
+                                    else
+                                      source.collect { |fragment| fragment.identity.resource_klass }.to_set
+                                    end
+
+          fragments = {}
+          source_resource_klasses.each do |resource_klass|
+            inverse_direct_relationship = _relationship(resource_klass._type.to_s.singularize)
+
+            fragments.merge!(resource_klass.find_related_fragments_from_inverse([source_fragment], inverse_direct_relationship, options, true))
+          end
+          fragments
+        else
+          relationship.resource_klass.find_related_fragments_from_inverse([source_fragment], relationship, options, false)
+        end
+      end
+
+      def find_included_fragments(source_fragments, relationship, options)
+        if relationship.polymorphic? # && relationship.foreign_key_on == :self
+          source_resource_klasses = if relationship.foreign_key_on == :self
+                                      relationship.class.polymorphic_types(relationship.name).collect do |polymorphic_type|
+                                        resource_klass_for(polymorphic_type)
+                                      end
+                                    else
+                                      source_fragments.collect { |fragment| fragment.identity.resource_klass }.to_set
+                                    end
+
+          fragments = {}
+          source_resource_klasses.each do |resource_klass|
+            inverse_direct_relationship = _relationship(resource_klass._type.to_s.singularize)
+
+            fragments.merge!(resource_klass.find_related_fragments_from_inverse(source_fragments, inverse_direct_relationship, options, true))
+          end
+          fragments
+        else
+          relationship.resource_klass.find_related_fragments_from_inverse(source_fragments, relationship, options, true)
+        end
+      end
+
+      def find_related_fragments_from_inverse(source, source_relationship, options, connect_source_identity)
+        relationship = source_relationship.resource_klass._relationship(source_relationship.inverse_relationship)
+        raise "missing inverse relationship" unless relationship.present?
+
+        parent_resource_klass = relationship.resource_klass
+
+        include_directives = options.fetch(:include_directives, {})
+
+        # ToDo: Handle resources vs identities
+        source_ids = source.collect {|item| item.identity.id}
+
+        filters = options.fetch(:filters, {})
+
+        linkage_relationships = to_one_relationships_for_linkage(include_directives[:include_related])
+
+        sort_criteria = []
+        options[:sort_criteria].try(:each) do |sort|
+          field = sort[:field].to_s == 'id' ? _primary_key : sort[:field]
+          sort_criteria << { field: field, direction: sort[:direction] }
+        end
+
+        join_manager = ActiveRelation::JoinManager.new(resource_klass: self,
+                                                       source_relationship: relationship,
+                                                       relationships: linkage_relationships.collect(&:name),
+                                                       sort_criteria: sort_criteria,
+                                                       filters: filters)
+
+        paginator = options[:paginator]
+
+        records = apply_request_settings_to_records(records: records(options),
+                                                    sort_criteria: sort_criteria,
+                                                    source_ids: source_ids,
+                                                    paginator: paginator,
+                                                    filters: filters,
+                                                    join_manager: join_manager,
+                                                    options: options)
+
+        fragments = {}
+
+        if options[:cache]
+          # This alias is going to be resolve down to the model's table name and will not actually be an alias
+          resource_table_alias = self._table_name
+          parent_table_alias = join_manager.join_details_by_relationship(relationship)[:alias]
+
+          pluck_fields = [
+            sql_field_with_alias(resource_table_alias, self._primary_key),
+            sql_field_with_alias(parent_table_alias, parent_resource_klass._primary_key)
+          ]
+
+          cache_field = attribute_to_model_field(:_cache_field)
+          pluck_fields << sql_field_with_alias(resource_table_alias, cache_field[:name])
+
+          linkage_fields = []
+
+          linkage_relationships.each do |linkage_relationship|
+            linkage_relationship_name = linkage_relationship.name
+
+            if linkage_relationship.polymorphic? && linkage_relationship.belongs_to?
+              linkage_relationship.resource_types.each do |resource_type|
+                klass = resource_klass_for(resource_type)
+                linkage_fields << {relationship_name: linkage_relationship_name, resource_klass: klass}
+
+                linkage_table_alias = join_manager.join_details_by_polymorphic_relationship(linkage_relationship, resource_type)[:alias]
+                primary_key = klass._primary_key
+                pluck_fields << sql_field_with_alias(linkage_table_alias, primary_key)
+              end
+            else
+              klass = linkage_relationship.resource_klass
+              linkage_fields << {relationship_name: linkage_relationship_name, resource_klass: klass}
+
+              linkage_table_alias = join_manager.join_details_by_relationship(linkage_relationship)[:alias]
+              primary_key = klass._primary_key
+              pluck_fields << sql_field_with_alias(linkage_table_alias, primary_key)
+            end
+          end
+
+          sort_fields = options.dig(:_relation_helper_options, :sort_fields)
+          sort_fields.try(:each) do |field|
+            pluck_fields << Arel.sql(field)
+          end
+
+          rows = records.distinct.pluck(*pluck_fields)
+          rows.each do |row|
+            rid = JSONAPI::ResourceIdentity.new(self, row[0])
+            fragments[rid] ||= JSONAPI::ResourceFragment.new(rid)
+
+            parent_rid = JSONAPI::ResourceIdentity.new(parent_resource_klass, row[1])
+            fragments[rid].add_related_from(parent_rid)
+
+            if connect_source_identity
+              fragments[rid].add_related_identity(relationship.name, parent_rid)
+            end
+
+            attributes_offset = 2
+            fragments[rid].cache = cast_to_attribute_type(row[attributes_offset], cache_field[:type])
+
+            attributes_offset += 1
+
+            linkage_fields.each do |linkage_field|
+              fragments[rid].initialize_related(linkage_field[:relationship_name])
+              related_id = row[attributes_offset]
+              if related_id
+                related_rid = JSONAPI::ResourceIdentity.new(linkage_field[:resource_klass], related_id)
+                fragments[rid].add_related_identity(linkage_field[:relationship_name], related_rid)
+              end
+              attributes_offset += 1
+            end
+          end
+        else
+          linkage_fields = []
+
+          linkage_relationships.each do |linkage_relationship|
+            linkage_relationship_name = linkage_relationship.name
+
+            if linkage_relationship.polymorphic? && linkage_relationship.belongs_to?
+              linkage_relationship.resource_types.each do |resource_type|
+                klass = linkage_relationship.resource_klass.resource_klass_for(resource_type)
+                primary_key = klass._primary_key
+                linkage_table_alias = join_manager.join_details_by_polymorphic_relationship(linkage_relationship, resource_type)[:alias]
+
+                select_alias = "jr_l_#{linkage_relationship_name}_#{resource_type}_pk"
+                select_alias_statement = sql_field_with_fixed_alias(linkage_table_alias, primary_key, select_alias)
+                linkage_fields << {relationship_name: linkage_relationship_name,
+                                   resource_klass: klass,
+                                   select: select_alias_statement,
+                                   select_alias: select_alias}
+              end
+            else
+              klass = linkage_relationship.resource_klass
+              primary_key = klass._primary_key
+              linkage_table_alias = join_manager.join_details_by_relationship(linkage_relationship)[:alias]
+              select_alias = "jr_l_#{linkage_relationship_name}_pk"
+              select_alias_statement = sql_field_with_fixed_alias(linkage_table_alias, primary_key, select_alias)
+
+
+              linkage_fields << {relationship_name: linkage_relationship_name,
+                                 resource_klass: klass,
+                                 select: select_alias_statement,
+                                 select_alias: select_alias}
+            end
+          end
+
+          parent_table_alias = join_manager.join_details_by_relationship(relationship)[:alias]
+          source_field = sql_field_with_fixed_alias(parent_table_alias, parent_resource_klass._primary_key, "jr_source_id")
+
+          records = records.select(concat_table_field(_table_name, Arel.star), source_field)
+
+          if linkage_fields.any?
+            records = records.select(linkage_fields.collect {|f| f[:select]})
+          end
+
+          resources = resources_for(records, options[:context])
+
+          resources.each do |resource|
+            rid = resource.identity
+
+            fragments[rid] ||= JSONAPI::ResourceFragment.new(rid, resource: resource)
+
+            parent_rid = JSONAPI::ResourceIdentity.new(parent_resource_klass, resource._model.attributes['jr_source_id'])
+
+            if connect_source_identity
+              fragments[rid].add_related_identity(relationship.name, parent_rid)
+            end
+
+            fragments[rid].add_related_from(parent_rid)
+
+            linkage_fields.each do |linkage_field_details|
+              fragments[rid].initialize_related(linkage_field_details[:relationship_name])
+              related_id = resource._model.attributes[linkage_field_details[:select_alias]]
+              if related_id
+                related_rid = JSONAPI::ResourceIdentity.new(linkage_field_details[:resource_klass], related_id)
+                fragments[rid].add_related_identity(linkage_field_details[:relationship_name], related_rid)
+              end
+            end
+          end
+        end
+
+        fragments
+      end
+
+      # Counts Resources related to the source resource through the specified relationship
+      #
+      # @param source_rid [ResourceIdentity] Source resource identifier
+      # @param relationship_name [String | Symbol] The name of the relationship
+      # @option options [Hash] :context The context of the request, set in the controller
+      #
+      # @return [Integer] the count
+
+      def count_related(source, relationship, options = {})
+        relationship.resource_klass.count_related_from_inverse(source, relationship, options)
+      end
+
+      def count_related_from_inverse(source_resource, source_relationship, options = {})
+        relationship = source_relationship.resource_klass._relationship(source_relationship.inverse_relationship)
+
+        related_klass = relationship.resource_klass
+
+        filters = options.fetch(:filters, {})
+
+        # Joins in this case are related to the related_klass
+        join_manager = ActiveRelation::JoinManager.new(resource_klass: self,
+                                                       source_relationship: relationship,
+                                                       filters: filters)
+
+        records = apply_request_settings_to_records(records: records(options),
+                                                    resource_klass: self,
+                                                    source_ids: source_resource.id,
+                                                    join_manager: join_manager,
+                                                    filters: filters,
+                                                    options: options)
+
+        related_alias = join_manager.join_details_by_relationship(relationship)[:alias]
+
+        records = records.select(Arel.sql("#{concat_table_field(related_alias, related_klass._primary_key)}"))
+
+        count_records(records)
+      end
+
+      # This resource class (ActiveRelationResource) uses an `ActiveRecord::Relation` as the starting point for
+      # retrieving models. From this relation filters, sorts and joins are applied as needed.
+      # Depending on which phase of the request processing different `records` methods will be called, giving the user
+      # the opportunity to override them differently for performance and security reasons.
+
+      # begin `records`methods
+
+      # Base for the `records` methods that follow and is not directly used for accessing model data by this class.
+      # Overriding this method gives a single place to affect the `ActiveRecord::Relation` used for the resource.
+      #
+      # @option options [Hash] :context The context of the request, set in the controller
+      #
+      # @return [ActiveRecord::Relation]
+      def records_base(_options = {})
+        _model_class.all
+      end
+
+      # The `ActiveRecord::Relation` used for finding user requested models. This may be overridden to enforce
+      # permissions checks on the request.
+      #
+      # @option options [Hash] :context The context of the request, set in the controller
+      #
+      # @return [ActiveRecord::Relation]
+      def records(options = {})
+        records_base(options)
+      end
+
+      # The `ActiveRecord::Relation` used for populating the ResourceSet. Only resources that have been previously
+      # identified through the `records` method will be accessed. Thus it should not be necessary to reapply permissions
+      # checks. However if the model needs to include other models adding `includes` is appropriate
+      #
+      # @option options [Hash] :context The context of the request, set in the controller
+      #
+      # @return [ActiveRecord::Relation]
+      def records_for_populate(options = {})
+        records_base(options)
+      end
+
+      # The `ActiveRecord::Relation` used for the finding related resources.
+      #
+      # @option options [Hash] :context The context of the request, set in the controller
+      #
+      # @return [ActiveRecord::Relation]
+      def records_for_source_to_related(options = {})
+        records_base(options)
+      end
+
+      # end `records` methods
+
+      def apply_join(records:, relationship:, resource_type:, join_type:, options:)
+        if relationship.polymorphic? && relationship.belongs_to?
+          case join_type
+          when :inner
+            records = records.joins(resource_type.to_s.singularize.to_sym)
+          when :left
+            records = records.joins_left(resource_type.to_s.singularize.to_sym)
+          end
+        else
+          relation_name = relationship.relation_name(options)
+
+          # if relationship.alias_on_join
+          #   alias_name = "#{relationship.preferred_alias}_#{relation_name}"
+          #   case join_type
+          #   when :inner
+          #     records = records.joins_with_alias(relation_name, alias_name)
+          #   when :left
+          #     records = records.left_joins_with_alias(relation_name, alias_name)
+          #   end
+          # else
+            case join_type
+            when :inner
+              records = records.joins(relation_name)
+            when :left
+              records = records.left_joins(relation_name)
+            end
+          end
+        # end
+        records
+      end
+
+      def relationship_records(relationship:, join_type: :inner, resource_type: nil, options: {})
+        records = relationship.parent_resource.records_for_source_to_related(options)
+        strategy = relationship.options[:apply_join]
+
+        if strategy
+          records = call_method_or_proc(strategy, records, relationship, resource_type, join_type, options)
+        else
+          records = apply_join(records: records,
+                               relationship: relationship,
+                               resource_type: resource_type,
+                               join_type: join_type,
+                               options: options)
+        end
+
+        records
+      end
+
+      def join_relationship(records:, relationship:, resource_type: nil, join_type: :inner, options: {})
+        relationship_records = relationship_records(relationship: relationship,
+                                                    join_type: join_type,
+                                                    resource_type: resource_type,
+                                                    options: options)
+        records.merge(relationship_records)
+      end
+
+
+      # protected
+
+      def find_record_by_key(key, options = {})
+        record = apply_request_settings_to_records(records: records(options), primary_keys: key, options: options).first
+        fail JSONAPI::Exceptions::RecordNotFound.new(key) if record.nil?
+        record
+      end
+
+      def find_records_by_keys(keys, options = {})
+        apply_request_settings_to_records(records: records(options), primary_keys: keys, options: options)
+      end
+
+      def apply_request_settings_to_records(records:,
+                                            join_manager: ActiveRelation::JoinManager.new(resource_klass: self),
+                                            resource_klass: self,
+                                            source_ids: nil,
+                                            filters: {},
+                                            primary_keys: nil,
+                                            sort_criteria: nil,
+                                            sort_primary: nil,
+                                            paginator: nil,
+                                            options: {})
+
+        options[:_relation_helper_options] = { join_manager: join_manager, sort_fields: [] }
+
+        records = resource_klass.apply_joins(records, join_manager, options)
+
+        if source_ids
+          source_join_details = join_manager.source_join_details
+          source_primary_key = join_manager.source_relationship.resource_klass._primary_key
+
+          source_aliased_key = concat_table_field(source_join_details[:alias], source_primary_key, false)
+          records = records.where(source_aliased_key => source_ids)
+        end
+
+        if primary_keys
+          records = records.where(_primary_key => primary_keys)
+        end
+
+        unless filters.empty?
+          records = resource_klass.filter_records(records, filters, options)
+        end
+
+        if sort_primary
+          records = records.order(_primary_key => :asc)
+        else
+          order_options = resource_klass.construct_order_options(sort_criteria)
+          records = resource_klass.sort_records(records, order_options, options)
+        end
+
+        if paginator
+          records = resource_klass.apply_pagination(records, paginator, order_options)
+        end
+
+        records
+      end
+
+      def apply_joins(records, join_manager, options)
+        join_manager.join(records, options)
+      end
+
+      def apply_pagination(records, paginator, order_options)
+        records = paginator.apply(records, order_options) if paginator
+        records
+      end
+
+      def apply_sort(records, order_options, options)
+        if order_options.any?
+          order_options.each_pair do |field, direction|
+            records = apply_single_sort(records, field, direction, options)
+          end
+        end
+
+        records
+      end
+
+      def apply_single_sort(records, field, direction, options)
+        context = options[:context]
+
+        strategy = _allowed_sort.fetch(field.to_sym, {})[:apply]
+
+        options[:_relation_helper_options] ||= {}
+        options[:_relation_helper_options][:sort_fields] ||= []
+
+        if strategy
+          records = call_method_or_proc(strategy, records, direction, context)
+        else
+          join_manager = options.dig(:_relation_helper_options, :join_manager)
+          sort_field = join_manager ? get_aliased_field(field, join_manager) : field
+          options[:_relation_helper_options][:sort_fields].push("#{sort_field}")
+          records = records.order(Arel.sql("#{sort_field} #{direction}"))
+        end
+        records
+      end
+
+      # Assumes ActiveRecord's counting. Override if you need a different counting method
+      def count_records(records)
+        if Rails::VERSION::MAJOR >= 6 || (Rails::VERSION::MAJOR == 5 && ActiveRecord::VERSION::MINOR >= 1)
+          records.count(:all)
+        else
+          records.count
+        end
+      end
+
+      def filter_records(records, filters, options)
+        if _polymorphic
+          _polymorphic_resource_klasses.each do |klass|
+            records = klass.apply_filters(records, filters, options)
+          end
+        else
+          records = apply_filters(records, filters, options)
+        end
+        records
+      end
+
+      def construct_order_options(sort_params)
+        if _polymorphic
+          warn "Sorting is not supported on polymorphic relationships"
+        else
+          super(sort_params)
+        end
+      end
+
+      def sort_records(records, order_options, options)
+        apply_sort(records, order_options, options)
+      end
+
+      def sql_field_with_alias(table, field, quoted = true)
+        Arel.sql("#{concat_table_field(table, field, quoted)} AS #{alias_table_field(table, field, quoted)}")
+      end
+
+      def sql_field_with_fixed_alias(table, field, alias_as,  quoted = true)
+        Arel.sql("#{concat_table_field(table, field, quoted)} AS #{alias_as}")
+      end
+
+      def concat_table_field(table, field, quoted = false)
+        if table.blank?
+          split_table, split_field = field.to_s.split('.')
+          if split_table && split_field
+            table = split_table
+            field = split_field
+          end
+        end
+        if table.blank?
+          # :nocov:
+          if quoted
+            quote_column_name(field)
+          else
+            field.to_s
+          end
+          # :nocov:
+        else
+          if quoted
+            "#{quote_table_name(table)}.#{quote_column_name(field)}"
+          else
+            # :nocov:
+            "#{table.to_s}.#{field.to_s}"
+            # :nocov:
+          end
+        end
+      end
+
+      def alias_table_field(table, field, quoted = false)
+        if table.blank? || field.to_s.include?('.')
+          # :nocov:
+          if quoted
+            quote_column_name(field)
+          else
+            field.to_s
+          end
+          # :nocov:
+        else
+          if quoted
+            # :nocov:
+            quote_column_name("#{table.to_s}_#{field.to_s}")
+            # :nocov:
+          else
+            "#{table.to_s}_#{field.to_s}"
+          end
+        end
+      end
+
+      def quote_table_name(table_name)
+        if _model_class&.connection
+          _model_class.connection.quote_table_name(table_name)
+        else
+          quote(table_name)
+        end
+      end
+
+      def quote_column_name(column_name)
+        return column_name if column_name == "*"
+        if _model_class&.connection
+          _model_class.connection.quote_column_name(column_name)
+        else
+          quote(column_name)
+        end
+      end
+
+      # fallback quote identifier when database adapter not available
+      def quote(field)
+        %{"#{field.to_s}"}
+      end
+
+      def apply_filters(records, filters, options = {})
+        if filters
+          filters.each do |filter, value|
+            records = apply_filter(records, filter, value, options)
+          end
+        end
+
+        records
+      end
+
+      def get_aliased_field(path_with_field, join_manager)
+        path = JSONAPI::Path.new(resource_klass: self, path_string: path_with_field)
+
+        relationship_segment = path.segments[-2]
+        field_segment = path.segments[-1]
+
+        if relationship_segment
+          join_details = join_manager.join_details[path.last_relationship]
+          table_alias = join_details[:alias]
+        else
+          table_alias = self._table_name
+        end
+
+        concat_table_field(table_alias, field_segment.delegated_field_name)
+      end
+
+      def apply_filter(records, filter, value, options = {})
+        strategy = _allowed_filters.fetch(filter.to_sym, Hash.new)[:apply]
+
+        if strategy
+          records = call_method_or_proc(strategy, records, value, options)
+        else
+          join_manager = options.dig(:_relation_helper_options, :join_manager)
+          field = join_manager ? get_aliased_field(filter, join_manager) : filter.to_s
+          records = records.where(Arel.sql(field) => value)
+        end
+
+        records
+      end
+
+      def warn_about_unused_methods
+        if Rails.env.development?
+          if !caching? && implements_class_method?(:records_for_populate)
+            warn "#{self}: The `records_for_populate` method is not used when caching is disabled."
+          end
+        end
+      end
+
+      def implements_class_method?(method_name)
+        methods(false).include?(method_name)
+      end
+    end
+  end
+end