safe_memoize 1.3.0 → 1.5.0

checksums.yaml

@@ -1,7 +1,7 @@
 ---
 SHA256:
-  metadata.gz: 3e47bd422b1516a4f775e49ad3f58bf916df60c094aae7dfddf652fa78e44d73
-  data.tar.gz: 2adc318d5cda8858d1ee49a2dd32080acea1e8163807e424366d9e8e42a30943
+  metadata.gz: 8ce254347308d6a616bc17df194ff5e91f9c151f6606d3b77963a963c8a3186c
+  data.tar.gz: 7399a03d13d297b798cfc60716376129c0162697ae845e5420409c0da33ecf68
 SHA512:
-  metadata.gz: de347fc9b0e6f9ad1385f0f5f3a1cc03595f9cf8b969f354cd87bd5173e318ec9af98cf31d2253617c369a8cd7ea9d6c08fbc489d22d30775b912f6867bab70f
-  data.tar.gz: '08153a2284f53e6110d4f3fae0a84ae72d2739bc0146e70cbabd5a6cce30b544122204623185ad96c1706c1de518feb583a227fd8b74018b896775f884ac7053'
+  metadata.gz: 8a034c60f1f200e3971be9828563d43b406e1fc1feef4d2e044f880456ac2d1e0b7cf98b3d1e3292fb2641bb8c5e9d3e21c387f1a0041ae8996fa004db863d92
+  data.tar.gz: 1f72d605f086951abc9bff9a2dc452ecece2694cd7ad27a118589ba8c48b4e02fb6a35b97271e0007e1dde55ff1af798bf278fabedc07b2c0b74d955af270a56

data/.github/FUNDING.yml

@@ -0,0 +1,15 @@
+# These are supported funding model platforms
+
+github: [eclectic-coding] # Replace with up to 4 GitHub Sponsors-enabled usernames e.g., [user1, user2]
+patreon: # Replace with a single Patreon username
+open_collective: # Replace with a single Open Collective username
+ko_fi: # Replace with a single Ko-fi username
+tidelift: # Replace with a single Tidelift platform-name/package-name e.g., npm/babel
+community_bridge: # Replace with a single Community Bridge project-name e.g., cloud-foundry
+liberapay: # Replace with a single Liberapay username
+issuehunt: # Replace with a single IssueHunt username
+lfx_crowdfunding: # Replace with a single LFX Crowdfunding project-name e.g., cloud-foundry
+polar: # Replace with a single Polar username
+buy_me_a_coffee: # Replace with a single Buy Me a Coffee username
+thanks_dev: # Replace with a single thanks.dev username
+custom: # Replace with up to 4 custom sponsorship URLs e.g., ['link1', 'link2']

data/CHANGELOG.md

@@ -8,6 +8,25 @@ from v1.0.0 onwards. Prior 0.x releases may include breaking changes between min
 
 ## [Unreleased]
 
+## [1.5.0] - 2026-06-02
+
+### Added
+
+- `group:` option on `memoize` — assigns a method to a named invalidation group (`memoize :find, group: :database`). Groups are stored on the class and survive re-memoization; a method can belong to at most one group at a time (re-memoizing with a different group moves it). Accepts any non-empty Symbol or String. Can be set as a class default via `safe_memoize_options group: :my_group`.
+- `reset_memo_group(group_name)` instance method — clears all per-instance cached entries for every method in the named group in a single call; each evicted entry fires the `:on_evict` hook. A no-op for unknown groups.
+- `reset_shared_memo_group(group_name)` class method — the shared-cache equivalent of `reset_memo_group`; clears all shared-cache entries for every method in the group that was memoized with `shared: true`.
+- `memo_group_methods(group_name)` instance method — returns the array of method names belonging to the given group on the instance's class (empty array for unknown groups).
+- `memo_groups` instance method — returns all group names registered on the instance's class.
+- `safe_memo_group_methods(group_name)` class method — class-level equivalent of `memo_group_methods`.
+- `safe_memo_groups` class method — class-level equivalent of `memo_groups`.
+
+## [1.4.0] - 2026-06-02
+
+### Added
+
+- `safe_memoize_options(**opts)` class-level macro — sets default options for every subsequent `memoize` call on the class. Per-call options take precedence; class defaults take precedence over global `SafeMemoize.configure` defaults. Accepts all `memoize` options except mode-switch options (`shared:`, `fiber_local:`, `ractor_safe:`, `shared_cache:`), which must be specified per call. Call with no arguments to clear class-level defaults.
+- `copy_on_read: true` option on `memoize` — returns a `dup` (or `deep_dup` when available, e.g. ActiveRecord objects) of the cached value on every read, preventing callers from mutating shared cached state. `nil` and frozen values are returned as-is. Works across all cache paths (per-instance, LRU, shared, fiber-local, and external store). Incompatible with `ractor_safe:` (ractor-safe values are always frozen; use that guarantee instead). Can be set as a class default via `safe_memoize_options copy_on_read: true`.
+
 ## [1.3.0] - 2026-05-28
 
 ### Added

data/README.md

@@ -77,6 +77,9 @@ SafeMemoize uses Ruby's `prepend` mechanism. When you call `memoize :method_name
 - [Named shared caches via `shared_cache: "name"` — cross-class cache sharing backed by a globally-registered store](#named-shared-caches)
 - [Automatic cache busting via `cache_bust:` — version-token-based invalidation; works with ActiveRecord `updated_at` and any comparable value](#automatic-cache-busting)
 - [Plugin / extension architecture — `SafeMemoize::Extension` DSL for adding custom `memoize` options and global lifecycle handlers without monkey-patching](#plugin--extension-architecture)
+- [Per-class default options via `safe_memoize_options` — set TTL, max size, copy-on-read, and other defaults for every `memoize` call on the class without repeating them](#per-class-default-options-safe_memoize_options)
+- [Copy-on-read via `copy_on_read: true` — returns a `dup`/`deep_dup` on every cache read to protect shared cached state from caller mutation](#copy-on-read)
+- [Cache invalidation groups via `group:` — tag related methods with a group name and bust them all with a single `reset_memo_group` call](#cache-invalidation-groups)
 
 ## Installation
 
@@ -192,6 +195,79 @@ obj.reset_all_memos                             # Clears all memoized values
 
 [↑ Back to features](#features)
 
+### Cache invalidation groups
+
+Tag related methods with `group:` and bust them all at once with a single `reset_memo_group` call:
+
+```ruby
+class RepoService
+  prepend SafeMemoize
+
+  def find_user(id) = db.query("SELECT * FROM users WHERE id=?", id)
+  def find_post(id) = db.query("SELECT * FROM posts WHERE id=?", id)
+  def site_config    = db.query("SELECT * FROM config LIMIT 1")
+
+  memoize :find_user,  group: :database
+  memoize :find_post,  group: :database
+  memoize :site_config                    # no group — unaffected by group reset
+end
+
+svc = RepoService.new
+svc.find_user(1)
+svc.find_post(42)
+svc.site_config
+
+svc.reset_memo_group(:database)          # invalidates find_user and find_post only
+svc.memoized?(:site_config)              # => true — unaffected
+```
+
+For `shared: true` methods, use the class method:
+
+```ruby
+class CatalogService
+  prepend SafeMemoize
+
+  def products = fetch_all_products
+  def categories = fetch_all_categories
+
+  memoize :products,   shared: true, group: :catalog
+  memoize :categories, shared: true, group: :catalog
+end
+
+CatalogService.reset_shared_memo_group(:catalog)    # clears shared cache for both methods
+```
+
+#### Introspection
+
+```ruby
+svc.memo_groups                              # => [:database]  — all groups on the class
+svc.memo_group_methods(:database)            # => [:find_user, :find_post]
+CatalogService.safe_memo_groups              # => [:catalog]
+CatalogService.safe_memo_group_methods(:catalog)  # => [:products, :categories]
+```
+
+#### Class-wide group default
+
+Use `safe_memoize_options` to assign all subsequently memoized methods to the same group:
+
+```ruby
+class ApiClient
+  prepend SafeMemoize
+  safe_memoize_options group: :api
+
+  def users  = http.get("/users")
+  def orders = http.get("/orders")
+
+  memoize :users               # group: :api
+  memoize :orders              # group: :api
+  memoize :health, group: nil  # override — no group
+end
+```
+
+A method belongs to at most one group at a time; re-memoizing with a different `group:` moves it.
+
+[↑ Back to features](#features)
+
 ### Lifecycle hooks
 
 Register callbacks that fire when cached entries are evicted or expire.
@@ -1372,6 +1448,83 @@ end
 
 [↑ Back to features](#features)
 
+## Per-class default options (`safe_memoize_options`)
+
+`safe_memoize_options` sets option defaults for every `memoize` call on the class, eliminating repetition when many methods share the same TTL, LRU cap, or other option. Per-call options still take precedence; class defaults take precedence over global `SafeMemoize.configure` defaults.
+
+```ruby
+class ApiClient
+  prepend SafeMemoize
+  safe_memoize_options ttl: 60, max_size: 200, copy_on_read: true
+
+  def fetch(id) = http.get(id)
+  memoize :fetch                     # uses ttl: 60, max_size: 200, copy_on_read: true
+
+  def list = http.get("/all")
+  memoize :list, ttl: 300            # uses max_size: 200, copy_on_read: true; ttl: 300 overrides
+end
+```
+
+Accepted options are the same as `memoize` minus the mode-switch options (`shared:`, `fiber_local:`, `ractor_safe:`, `shared_cache:`), which must be specified per call because they change the entire execution path:
+
+```ruby
+safe_memoize_options(
+  ttl:          60,
+  max_size:     100,
+  ttl_refresh:  true,
+  copy_on_read: true,
+  namespace:    "v2",
+  if:           ->(v) { v.present? },
+  cache_bust:   :updated_at
+)
+```
+
+Call with no arguments to clear all class-level defaults:
+
+```ruby
+MyClass.safe_memoize_options   # clears — subsequent memoize calls use global config or per-call options only
+```
+
+[↑ Back to features](#features)
+
+## Copy-on-read
+
+Pass `copy_on_read: true` to `memoize` to return a `dup` (or `deep_dup` when available, e.g. ActiveRecord objects) of the stored value on every cache read. This prevents callers from mutating the shared cached object:
+
+```ruby
+class ConfigService
+  prepend SafeMemoize
+
+  def settings = {host: "localhost", port: 8080}
+  memoize :settings, copy_on_read: true
+end
+
+svc = ConfigService.new
+result = svc.settings
+result[:host] = "mutated"   # only affects the caller's copy
+
+svc.settings[:host]         # => "localhost" — cache is unaffected
+```
+
+`nil` and frozen values are returned as-is (no dup attempted). `copy_on_read:` works across all cache paths: per-instance hash, LRU (`max_size:`), class-level shared (`shared: true`), fiber-local (`fiber_local: true`), and external stores. It is incompatible with `ractor_safe: true` (ractor-safe values are always frozen; rely on that guarantee instead).
+
+Set it as a class-wide default with `safe_memoize_options`:
+
+```ruby
+class ReportService
+  prepend SafeMemoize
+  safe_memoize_options copy_on_read: true
+
+  def summary = build_summary
+  memoize :summary
+
+  def details = build_details
+  memoize :details
+end
+```
+
+[↑ Back to features](#features)
+
 ## Ractor-safe shared cache
 
 Pass `ractor_safe: true` (together with `shared: true`) to replace the `Mutex`-backed class-level shared cache with a supervisor `Ractor` that owns the mutable cache hash. All reads and writes are serialised through message passing, so the cache is safe to use from multiple Ractors.
@@ -1531,6 +1684,8 @@ Anything **not** listed here — internal modules, private methods, `@__safe_mem
 | `namespace:` | `String \| nil` | `nil` | Namespace prefix prepended to the cache key's first element; must not contain `:`; takes precedence over the class-level and global namespace |
 | `shared_cache:` | `String \| nil` | `nil` | Name of a globally-registered shared store; incompatible with `shared:`, `store:`, `fiber_local:`, `ractor_safe:`, and `max_size:` |
 | `cache_bust:` | `Proc \| Symbol \| nil` | `nil` | Version-token callable; invoked on the instance at each lookup; token is folded into the key; incompatible with `key:` |
+| `copy_on_read:` | `Boolean` | `false` | Return a `dup`/`deep_dup` of the cached value on every read; protects shared state from caller mutation; nil and frozen values pass through; incompatible with `ractor_safe:` |
+| `group:` | `Symbol \| String \| nil` | `nil` | Assigns the method to a named invalidation group; call `reset_memo_group` / `reset_shared_memo_group` to bust all methods in the group at once; a method belongs to at most one group |
 | *(extension options)* | any | — | Unknown kwargs are validated against registered extensions; raise `ArgumentError` if unclaimed |
 
 ### `memoize_all` options (class method)
@@ -1544,6 +1699,12 @@ All `memoize` option keys above, plus:
 | `include_protected:` | `Boolean` | `false` |
 | `include_private:` | `Boolean` | `false` |
 
+### `safe_memoize_options` (class method)
+
+| Option key | Type | Default | Notes |
+|---|---|---|---|
+| any `memoize` key except mode-switches | — | — | Accepts `ttl:`, `max_size:`, `ttl_refresh:`, `if:`, `unless:`, `key:`, `cache_bust:`, `copy_on_read:`, `namespace:`, `store:`, `group:`; raises `ArgumentError` for `shared:`, `fiber_local:`, `ractor_safe:`, `shared_cache:` |
+
 ### Instance methods (public)
 
 **Inspection**
@@ -1564,10 +1725,18 @@ All `memoize` option keys above, plus:
 | Method | Returns |
 |---|---|
 | `reset_memo(method_name, *args, **kwargs)` | `nil` |
+| `reset_memo_group(group_name)` | `nil` |
 | `reset_all_memos` | `nil` |
 | `memo_touch(method_name, *args, ttl: nil, **kwargs)` | `Boolean` |
 | `memo_refresh(method_name, *args, **kwargs)` | cached value |
 
+**Group introspection**
+
+| Method | Returns |
+|---|---|
+| `memo_groups` | `Array<Symbol>` — all group names on the class |
+| `memo_group_methods(group_name)` | `Array<Symbol>` — methods in the group |
+
 **Warm-up and persistence**
 
 | Method | Returns |
@@ -1619,11 +1788,19 @@ All `memoize` option keys above, plus:
 |---|---|
 | `reset_shared_memo(method_name, *args, **kwargs)` | `nil` |
 | `reset_all_shared_memos` | `nil` |
+| `reset_shared_memo_group(group_name)` | `nil` |
 | `shared_memoized?(method_name, *args, **kwargs)` | `Boolean` |
 | `shared_memo_count(method_name = nil)` | `Integer` |
 | `shared_memo_age(method_name, *args, **kwargs)` | `Numeric \| nil` |
 | `shared_memo_stale?(method_name, *args, **kwargs)` | `Boolean` |
 
+### Group class methods (available on any class that uses `group:`)
+
+| Method | Returns |
+|---|---|
+| `safe_memo_groups` | `Array<Symbol>` — all group names on the class |
+| `safe_memo_group_methods(group_name)` | `Array<Symbol>` — methods belonging to the group |
+
 **Ractor-safe shared cache (added when any method uses `ractor_safe: true`)**
 
 | Method | Returns |

data/ROADMAP.md

@@ -4,6 +4,27 @@ This document tracks the planned evolution of SafeMemoize through v1.0.0 and bey
 
 ---
 
+## v1.6.0 — Resilience
+
+*Goal: make external-store memoization resilient to infrastructure failures.*
+
+| Feature | Description | Status |
+|---|---|---|
+| Circuit breaker for external stores | When a `store:` adapter raises on `read` or `write`, automatically fall back to the per-instance in-process hash rather than propagating the exception; configurable error threshold and recovery probe interval | Planned |
+
+---
+
+## v1.7.0 — Advanced Store Features
+
+*Goal: multi-process performance patterns for high-traffic deployments.*
+
+| Feature | Description | Status |
+|---|---|---|
+| Multi-level (L1/L2) caching | `store: [memory_store, redis_store]` — check in-process first, fall back to the remote store on miss, and promote to L1 on read; each level can have independent TTL and eviction settings | Planned |
+| Stampede protection | Probabilistic early expiry (XFetch algorithm) for external stores; recomputes slightly before a TTL expires to prevent multiple processes hitting a cold miss simultaneously | Planned |
+
+---
+
 ## v2.0.0 — Next Generation (Long Horizon)
 
 *Goal: incorporate real-world usage feedback, clean up accumulated API surface, and open a path for advanced extension.*

data/lib/safe_memoize/class_methods.rb

@@ -37,7 +37,7 @@ module SafeMemoize
     #   a supervisor +Ractor+ rather than a +Mutex+-protected ivar, making it accessible
     #   from worker Ractors. Requires +shared: true+. Cached values are deep-frozen via
     #   +Ractor.make_shareable+. Incompatible with +if:+, +unless:+, +max_size:+,
-    #   +ttl_refresh:+, +key:+, and +store:+.
+    #   +ttl_refresh:+, +key:+, +store:+, and +copy_on_read:+.
     # @param namespace [String, nil] prefix prepended to every cache key for this method,
     #   scoping it to a logical partition. Takes precedence over both the class-level
     #   {#safe_memoize_namespace} and the global {SafeMemoize::Configuration#namespace}.
@@ -59,6 +59,16 @@ module SafeMemoize
     #   {SafeMemoize.register_shared_cache} before the class is loaded to supply a custom
     #   adapter. Incompatible with +shared:+, +store:+, +fiber_local:+, +ractor_safe:+,
     #   and +max_size:+. Composes naturally with +namespace:+, +ttl:+, +if:+, and +key:+.
+    # @param copy_on_read [Boolean] when +true+, every cache read returns a +dup+ (or
+    #   +deep_dup+ when available) of the stored value rather than the cached object
+    #   itself. Prevents callers from mutating shared cached state. Frozen and +nil+
+    #   values are returned as-is. Incompatible with +ractor_safe:+ (ractor values are
+    #   always frozen; use that guarantee instead).
+    # @param group [Symbol, String, nil] assigns the method to a named invalidation
+    #   group. Call {PublicMethods#reset_memo_group} on an instance (or
+    #   {.reset_shared_memo_group} for shared-mode methods) to bust every method in the
+    #   group at once. A method may belong to at most one group; re-memoizing with a
+    #   different group moves it. Must be a non-empty Symbol or String.
     # @return [void]
     # @raise [ArgumentError] if the method does not exist, or option values are invalid
     #
@@ -73,10 +83,13 @@ module SafeMemoize
     # @example Conditional — only cache successful responses
     #   memoize :fetch, if: ->(v) { v[:status] == 200 }
     #
+    # @example Copy-on-read — protect mutable cached config
+    #   memoize :config, copy_on_read: true
+    #
     # @example With a custom store
     #   STORE = SafeMemoize::Stores::Memory.new
     #   memoize :fetch, store: STORE, ttl: 300
-    def memoize(method_name, ttl: nil, max_size: nil, ttl_refresh: false, if: nil, unless: nil, shared: false, key: nil, store: nil, fiber_local: false, ractor_safe: false, namespace: nil, shared_cache: nil, cache_bust: nil, **extension_options)
+    def memoize(method_name, ttl: UNSET, max_size: UNSET, ttl_refresh: UNSET, if: UNSET, unless: UNSET, shared: UNSET, key: UNSET, store: UNSET, fiber_local: UNSET, ractor_safe: UNSET, namespace: UNSET, shared_cache: UNSET, cache_bust: UNSET, copy_on_read: UNSET, group: UNSET, **extension_options)
       method_name = method_name.to_sym
 
       unless method_defined?(method_name) || private_method_defined?(method_name) || protected_method_defined?(method_name)
@@ -102,18 +115,48 @@ module SafeMemoize
         cache_bust = injected[:cache_bust] if injected.key?(:cache_bust)
       end
 
+      # :if and :unless are reserved Ruby keywords; use binding to extract them
+      cond_if = binding.local_variable_get(:if)
+      cond_unless = binding.local_variable_get(:unless)
+
+      # Apply class-level defaults (safe_memoize_options) for any still-unset options
+      if (cls_defaults = __safe_memoize_defaults__)
+        ttl = cls_defaults[:ttl] if ttl.equal?(UNSET) && cls_defaults.key?(:ttl)
+        max_size = cls_defaults[:max_size] if max_size.equal?(UNSET) && cls_defaults.key?(:max_size)
+        ttl_refresh = cls_defaults[:ttl_refresh] if ttl_refresh.equal?(UNSET) && cls_defaults.key?(:ttl_refresh)
+        cond_if = cls_defaults[:if] if cond_if.equal?(UNSET) && cls_defaults.key?(:if)
+        cond_unless = cls_defaults[:unless] if cond_unless.equal?(UNSET) && cls_defaults.key?(:unless)
+        key = cls_defaults[:key] if key.equal?(UNSET) && cls_defaults.key?(:key)
+        cache_bust = cls_defaults[:cache_bust] if cache_bust.equal?(UNSET) && cls_defaults.key?(:cache_bust)
+        copy_on_read = cls_defaults[:copy_on_read] if copy_on_read.equal?(UNSET) && cls_defaults.key?(:copy_on_read)
+        namespace = cls_defaults[:namespace] if namespace.equal?(UNSET) && cls_defaults.key?(:namespace)
+        store = cls_defaults[:store] if store.equal?(UNSET) && cls_defaults.key?(:store)
+        group = cls_defaults[:group] if group.equal?(UNSET) && cls_defaults.key?(:group)
+      end
+
+      # Normalize remaining UNSET to original per-call defaults
+      ttl = nil if ttl.equal?(UNSET)
+      max_size = nil if max_size.equal?(UNSET)
+      ttl_refresh = false if ttl_refresh.equal?(UNSET)
+      shared = false if shared.equal?(UNSET)
+      key = nil if key.equal?(UNSET)
+      store = nil if store.equal?(UNSET)
+      fiber_local = false if fiber_local.equal?(UNSET)
+      ractor_safe = false if ractor_safe.equal?(UNSET)
+      namespace = nil if namespace.equal?(UNSET)
+      shared_cache = nil if shared_cache.equal?(UNSET)
+      cache_bust = nil if cache_bust.equal?(UNSET)
+      copy_on_read = false if copy_on_read.equal?(UNSET)
+      group = nil if group.equal?(UNSET)
+      cond_if = nil if cond_if.equal?(UNSET)
+      cond_unless = nil if cond_unless.equal?(UNSET)
+
       visibility = memoized_method_visibility(method_name)
 
       config = SafeMemoize.configuration
       ttl = config.default_ttl if ttl.nil?
       max_size = config.default_max_size if max_size.nil?
 
-      # :if and :unless are reserved Ruby keywords, so they can't be referenced
-      # as local variables directly. binding.local_variable_get is the only way
-      # to read keyword arguments with those names inside the method body.
-      cond_if = binding.local_variable_get(:if)
-      cond_unless = binding.local_variable_get(:unless)
-
       ttl = if ttl.nil?
         nil
       else
@@ -167,6 +210,7 @@ module SafeMemoize
         raise ArgumentError, "ractor_safe: is incompatible with ttl_refresh:" if ttl_refresh
         raise ArgumentError, "ractor_safe: is incompatible with key:" if key
         raise ArgumentError, "ractor_safe: is incompatible with store:" if store
+        raise ArgumentError, "ractor_safe: is incompatible with copy_on_read:" if copy_on_read
       end
 
       if namespace
@@ -176,6 +220,15 @@ module SafeMemoize
         __safe_memo_method_namespaces__[method_name] = namespace
       end
 
+      if group
+        unless group.is_a?(Symbol) || group.is_a?(String)
+          raise ArgumentError, "group: must be a Symbol or String (got #{group.class})"
+        end
+        group = group.to_sym
+        raise ArgumentError, "group: must not be empty" if group.empty?
+        __safe_memo_register_group__(method_name, group)
+      end
+
       if shared_cache
         raise ArgumentError, "shared_cache: must be a String (got #{shared_cache.class})" unless shared_cache.is_a?(String)
         raise ArgumentError, "shared_cache: must not be empty" if shared_cache.empty?
@@ -217,6 +270,18 @@ module SafeMemoize
         ->(result) { !cond_unless.call(result) }
       end
 
+      # Build a value-duplication function for copy_on_read: true.
+      # Frozen and nil values are returned as-is; deep_dup is preferred when available
+      # (e.g. ActiveRecord objects) so nested mutable structures are also protected.
+      dup_fn = if copy_on_read
+        lambda do |v|
+          return v if v.nil? || v.frozen?
+          v.respond_to?(:deep_dup) ? v.deep_dup : v.dup
+        end
+      else
+        ->(v) { v }
+      end
+
       if effective_store
         miss = SafeMemoize::Stores::Base::MISS
 
@@ -231,7 +296,7 @@ module SafeMemoize
               effective_store.write(cache_key, cached, expires_in: ttl) if ttl_refresh
               record_cache_hit(cache_key)
               call_memo_hooks(:on_hit, cache_key, {value: cached, expires_at: nil, cached_at: nil})
-              return cached
+              return dup_fn.call(cached)
             end
 
             start_time = Process.clock_gettime(Process::CLOCK_MONOTONIC)
@@ -249,7 +314,7 @@ module SafeMemoize
             record_cache_miss(cache_key, elapsed_time)
             call_memo_hooks(:on_miss, cache_key, {value: value, expires_at: nil, cached_at: now})
 
-            value
+            dup_fn.call(value)
           end
 
           send(visibility, method_name)
@@ -278,7 +343,7 @@ module SafeMemoize
               record[:expires_at] = memo_expires_at(ttl) if ttl_refresh
               record_cache_hit(cache_key)
               call_memo_hooks(:on_hit, cache_key, record)
-              memo_record_value(record)
+              dup_fn.call(memo_record_value(record))
             else
               call_memo_hooks(:on_expire, cache_key, record) if record
 
@@ -312,7 +377,7 @@ module SafeMemoize
               record_cache_miss(cache_key, elapsed_time)
               call_memo_hooks(:on_miss, cache_key, new_record)
 
-              value
+              dup_fn.call(value)
             end
           end
 
@@ -356,7 +421,7 @@ module SafeMemoize
                 record[:expires_at] = memo_expires_at(ttl) if ttl_refresh
                 record_cache_hit(cache_key)
                 call_memo_hooks(:on_hit, cache_key, record)
-                record[:value]
+                dup_fn.call(record[:value])
               else
                 call_memo_hooks(:on_expire, cache_key, record) if record && !record_live
 
@@ -388,7 +453,7 @@ module SafeMemoize
                 record_cache_miss(cache_key, elapsed_time)
                 call_memo_hooks(:on_miss, cache_key, new_record)
 
-                value
+                dup_fn.call(value)
               end
             end
           end
@@ -417,7 +482,7 @@ module SafeMemoize
                 record[:expires_at] = memo_expires_at(ttl) if ttl_refresh
                 record_cache_hit(cache_key)
                 call_memo_hooks(:on_hit, cache_key, record)
-                memo_record_value(record)
+                dup_fn.call(memo_record_value(record))
               else
                 start_time = Process.clock_gettime(Process::CLOCK_MONOTONIC)
                 value = Adapters::OpenTelemetry.trace(SafeMemoize.configuration.opentelemetry_tracer, method_name, self.class.name) { super(*args, **kwargs) }
@@ -434,7 +499,7 @@ module SafeMemoize
                 record_cache_miss(cache_key, elapsed_time)
                 call_memo_hooks(:on_miss, cache_key, new_record)
 
-                value
+                dup_fn.call(value)
               end
             end
           else
@@ -442,7 +507,7 @@ module SafeMemoize
             if (record = memo_cache_record(cache_key))
               record_cache_hit(cache_key)
               call_memo_hooks(:on_hit, cache_key, record)
-              return memo_record_value(record)
+              return dup_fn.call(memo_record_value(record))
             end
 
             # Cache miss - compute and store
@@ -459,7 +524,7 @@ module SafeMemoize
               call_memo_hooks(:on_miss, cache_key, new_record)
             end
 
-            result
+            dup_fn.call(result)
           end
         end
 
@@ -520,6 +585,41 @@ module SafeMemoize
       @__safe_memoize_namespace__ = ns
     end
 
+    # Sets class-wide default options applied to every subsequent {#memoize} call
+    # on this class. Per-call options take precedence; class defaults take
+    # precedence over global {SafeMemoize::Configuration} defaults.
+    #
+    # Call with no arguments (or an empty hash) to clear all class-level defaults.
+    #
+    # @example Apply a TTL and LRU cap to every memoized method on the class
+    #   class ApiClient
+    #     prepend SafeMemoize
+    #     safe_memoize_options ttl: 60, max_size: 200
+    #
+    #     def fetch(id) = http.get(id)
+    #     memoize :fetch                     # uses ttl: 60, max_size: 200
+    #
+    #     def list = http.get("/all")
+    #     memoize :list, ttl: 300            # uses max_size: 200, ttl: 300
+    #   end
+    #
+    # @example Protect all cached values from mutation
+    #   safe_memoize_options copy_on_read: true
+    #
+    # @param opts [Hash] any subset of {#memoize} options except mode-switch options
+    #   (+shared:+, +fiber_local:+, +ractor_safe:+, +shared_cache:+)
+    # @return [Hash] the stored defaults
+    # @raise [ArgumentError] for disallowed options
+    def safe_memoize_options(**opts)
+      disallowed = %i[shared fiber_local ractor_safe shared_cache]
+      bad = opts.keys & disallowed
+      unless bad.empty?
+        raise ArgumentError,
+          "safe_memoize_options does not accept #{bad.map { |k| ":#{k}" }.join(", ")} — pass mode-switch options per memoize call"
+      end
+      @__safe_memoize_defaults__ = opts.empty? ? nil : opts
+    end
+
     # Memoizes every eligible public instance method defined directly on the class.
     #
     # Accepts all options that {#memoize} accepts, plus +:except:+ and +:only:+.
@@ -679,6 +779,35 @@ module SafeMemoize
       end
     end
 
+    # Clears all shared-cache entries for every method in the given group.
+    #
+    # Only affects methods memoized with +shared: true+. For per-instance cache
+    # invalidation use {PublicMethods#reset_memo_group} on the instance.
+    #
+    # @param group_name [Symbol, String]
+    # @return [void]
+    def reset_shared_memo_group(group_name)
+      group_name = group_name.to_sym
+      (__safe_memo_groups__[group_name] || []).each { |m| reset_shared_memo(m) }
+    end
+
+    # Returns the method names belonging to the given invalidation group, or an
+    # empty array when the group is unknown.
+    #
+    # @param group_name [Symbol, String]
+    # @return [Array<Symbol>]
+    def safe_memo_group_methods(group_name)
+      group_name = group_name.to_sym
+      (__safe_memo_groups__[group_name] || []).dup
+    end
+
+    # Returns all group names registered on this class.
+    #
+    # @return [Array<Symbol>]
+    def safe_memo_groups
+      __safe_memo_groups__.keys
+    end
+
     private
 
     def __safe_memo_shared_cache__
@@ -705,6 +834,21 @@ module SafeMemoize
       @__safe_memo_class_cache_bust_generators__ ||= {}
     end
 
+    def __safe_memoize_defaults__
+      @__safe_memoize_defaults__
+    end
+
+    def __safe_memo_groups__
+      @__safe_memo_groups__ ||= {}
+    end
+
+    def __safe_memo_register_group__(method_name, group)
+      groups = __safe_memo_groups__
+      # Remove method from any prior group it belonged to
+      groups.each_value { |methods| methods.delete(method_name) }
+      (groups[group] ||= []) << method_name
+    end
+
     # Resolves the effective first-element key sym for a given bare method name,
     # applying the active namespace. Used by class-level cache operations where
     # instance methods (compute_cache_key) are unavailable.

data/lib/safe_memoize/public_methods.rb

@@ -359,6 +359,37 @@ module SafeMemoize
       end
     end
 
+    # Clears all per-instance cached entries for every method belonging to the
+    # given invalidation group (declared via +memoize :method, group: :name+).
+    #
+    # A no-op when the group is unknown or has no members. Each evicted entry
+    # fires the +:on_evict+ hook. For shared-mode methods use the class-level
+    # {ClassMethods.reset_shared_memo_group} instead.
+    #
+    # @param group_name [Symbol, String]
+    # @return [void]
+    def reset_memo_group(group_name)
+      group_name = group_name.to_sym
+      (self.class.send(:__safe_memo_groups__)[group_name] || []).each { |m| reset_memo(m) }
+    end
+
+    # Returns the method names belonging to the given invalidation group on
+    # this instance's class, or an empty array when the group is unknown.
+    #
+    # @param group_name [Symbol, String]
+    # @return [Array<Symbol>]
+    def memo_group_methods(group_name)
+      group_name = group_name.to_sym
+      (self.class.send(:__safe_memo_groups__)[group_name] || []).dup
+    end
+
+    # Returns all invalidation group names registered on this instance's class.
+    #
+    # @return [Array<Symbol>]
+    def memo_groups
+      self.class.send(:__safe_memo_groups__).keys
+    end
+
     # Clears all cached entries for every method on this instance.
     # Each evicted entry fires the +:on_evict+ hook.
     #

data/lib/safe_memoize/version.rb

@@ -2,5 +2,5 @@
 
 module SafeMemoize
   # The current gem version string.
-  VERSION = "1.3.0"
+  VERSION = "1.5.0"
 end

data/lib/safe_memoize.rb

@@ -55,6 +55,9 @@ module SafeMemoize
   # Rescue this to catch any error raised by the library itself.
   class Error < StandardError; end
 
+  # @api private — sentinel distinguishing "not passed" from explicit nil/false in memoize kwargs
+  UNSET = Object.new.freeze
+
   # @api private
   SHARED_CACHE_REGISTRY = {}
   # @api private

data/sig/safe_memoize.rbs

@@ -17,7 +17,9 @@ module SafeMemoize
   @__safe_memo_shared_cache__: Hash[memo_key, memo_record]?
   @__safe_memo_shared_mutex__: Mutex?
   @__safe_memo_shared_lru_order__: Hash[Symbol, Hash[memo_key, true]]?
+  @__safe_memo_groups__: Hash[Symbol, Array[Symbol]]?
 
+  UNSET: untyped
   SHARED_CACHE_REGISTRY: Hash[String, Stores::Base]
   SHARED_CACHE_MUTEX: Mutex
   EXTENSION_REGISTRY: Hash[Symbol, untyped]
@@ -64,18 +66,22 @@ module SafeMemoize
   end
 
   module ClassMethods
-    def memoize: (Symbol | String method_name, ?ttl: Numeric?, ?max_size: Integer?, ?ttl_refresh: bool, ?if: (^(untyped result) -> boolish)?, ?unless: (^(untyped result) -> boolish)?, ?shared: bool, ?key: (^(*untyped args, **untyped kwargs) -> untyped)?, ?store: Stores::Base?, ?fiber_local: bool, ?ractor_safe: bool, ?namespace: String?, ?shared_cache: String?, ?cache_bust: (^() -> untyped) | Symbol | nil, **untyped extension_options) -> void
+    def memoize: (Symbol | String method_name, ?ttl: Numeric?, ?max_size: Integer?, ?ttl_refresh: bool, ?if: (^(untyped result) -> boolish)?, ?unless: (^(untyped result) -> boolish)?, ?shared: bool, ?key: (^(*untyped args, **untyped kwargs) -> untyped)?, ?store: Stores::Base?, ?fiber_local: bool, ?ractor_safe: bool, ?namespace: String?, ?shared_cache: String?, ?cache_bust: (^() -> untyped) | Symbol | nil, ?copy_on_read: bool, ?group: Symbol | String | nil, **untyped extension_options) -> void
     def safe_memoize_store: () -> Stores::Base?
     def safe_memoize_store=: (Stores::Base?) -> Stores::Base?
     def safe_memoize_namespace: () -> String?
     def safe_memoize_namespace=: (String?) -> String?
-    def memoize_all: (?except: Array[Symbol | String], ?only: Array[Symbol | String], ?include_protected: bool, ?include_private: bool, ?ttl: Numeric?, ?max_size: Integer?, ?if: (^(untyped result) -> boolish)?, ?unless: (^(untyped result) -> boolish)?, ?shared: bool, ?key: (^(*untyped args, **untyped kwargs) -> untyped)?, ?fiber_local: bool, ?namespace: String?, ?shared_cache: String?) -> void
+    def safe_memoize_options: (**untyped opts) -> Hash[Symbol, untyped]?
+    def memoize_all: (?except: Array[Symbol | String], ?only: Array[Symbol | String], ?include_protected: bool, ?include_private: bool, ?ttl: Numeric?, ?max_size: Integer?, ?if: (^(untyped result) -> boolish)?, ?unless: (^(untyped result) -> boolish)?, ?shared: bool, ?key: (^(*untyped args, **untyped kwargs) -> untyped)?, ?fiber_local: bool, ?namespace: String?, ?shared_cache: String?, ?copy_on_read: bool) -> void
     def reset_shared_memo: (Symbol | String method_name, *untyped args, **untyped kwargs) -> void
     def reset_all_shared_memos: () -> void
     def shared_memoized?: (Symbol | String method_name, *untyped args, **untyped kwargs) -> bool
     def shared_memo_count: (?Symbol | String method_name) -> Integer
     def shared_memo_age: (Symbol | String method_name, *untyped args, **untyped kwargs) -> Float?
     def shared_memo_stale?: (Symbol | String method_name, *untyped args, **untyped kwargs) -> bool
+    def reset_shared_memo_group: (Symbol | String group_name) -> void
+    def safe_memo_group_methods: (Symbol | String group_name) -> Array[Symbol]
+    def safe_memo_groups: () -> Array[Symbol]
 
     private
 
@@ -85,6 +91,9 @@ module SafeMemoize
     def __safe_memo_class_key_generators__: () -> Hash[Symbol, Proc]
     def __safe_memo_method_namespaces__: () -> Hash[Symbol, String]
     def __safe_memo_class_cache_bust_generators__: () -> Hash[Symbol, Proc | Symbol]
+    def __safe_memoize_defaults__: () -> Hash[Symbol, untyped]?
+    def __safe_memo_groups__: () -> Hash[Symbol, Array[Symbol]]
+    def __safe_memo_register_group__: (Symbol method_name, Symbol group) -> void
     def memoized_method_visibility: (Symbol method_name) -> Symbol
   end
 
@@ -111,6 +120,9 @@ module SafeMemoize
     def memo_age: (Symbol | String method_name, *untyped args, **untyped kwargs) -> Float?
     def memo_stale?: (Symbol | String method_name, *untyped args, **untyped kwargs) -> bool
     def reset_memo: (Symbol | String method_name, *untyped args, **untyped kwargs) -> void
+    def reset_memo_group: (Symbol | String group_name) -> void
+    def memo_group_methods: (Symbol | String group_name) -> Array[Symbol]
+    def memo_groups: () -> Array[Symbol]
     def reset_all_memos: () -> void
     def memo_inspect: (Symbol | String method_name, *untyped args, **untyped kwargs) -> { cached: bool, value: untyped, hits: Integer, misses: Integer, ttl_remaining: Float?, age: Float?, custom_key: untyped, lru_position: Integer? }?
   end

metadata

@@ -1,7 +1,7 @@
 --- !ruby/object:Gem::Specification
 name: safe_memoize
 version: !ruby/object:Gem::Version
-  version: 1.3.0
+  version: 1.5.0
 platform: ruby
 authors:
 - Chuck Smith
@@ -39,6 +39,7 @@ executables: []
 extensions: []
 extra_rdoc_files: []
 files:
+- ".github/FUNDING.yml"
 - ".github/workflows/ci.yml"
 - ".github/workflows/release.yml"
 - ".yardopts"