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Fix (QB): tree-rank queries across multiple relationships - #8670
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… returned Taxon values
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Priority: Change: Bug fix · Severity of issue fixed: Medium Merge Risk:
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Review comments at @specifyweb/backend/stored_queries/tests/test_build_query.py:
- Around line 250-251: Update QueryConstruct.handle_tree_field() to cache
ancestors by relationship path rather than the shared (table, 'TreeRanks') key,
so Preferred Taxon does not reuse Taxon ancestors; update the existing
join-cache assertion to reflect the path-specific cache.
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On the sp7demofish database I had locally, before the fix, the preferred species column incorrectly repeated productus. With the PR fix, it returned oculatus, matching the preferred taxon.
PR 8670 - Taxon and Preferred Taxon Ranks.json
| Run | Catalog number shown by query | Determination genus | Determination species | Preferred genus | Preferred species |
|---|---|---|---|---|---|
main |
2611 |
Lepisosteus |
productus |
Lepisosteus |
productus |
issue-8560 |
2611 |
Lepisosteus |
productus |
Lepisosteus |
oculatus |
With the same query (catalog number, genus, and species for both the determination taxon and preferred taxon), the generated SQL changed from 13 JOIN clauses before the fix to 23 with the PR fix. This added 10 additional joins 👀 (same risk as #8529 again).
The new key requires a second taxon ancestor path for preferredTaxon, so the query SQL grew from 13 to 23 joins. The additional joins are the path needed to retrieve preferred-taxon ranks independently; the old query had fewer joins because it reused the wrong path.
Old query:
SELECT
collectionobject.`CollectionObjectID`,
CASE
WHEN collectionobject.`CatalogNumber` REGEXP %s
THEN CAST(collectionobject.`CatalogNumber` AS DECIMAL(65))
ELSE collectionobject.`CatalogNumber`
END AS anon_1,
CASE
WHEN taxon_1.`TaxonTreeDefItemID` = %s THEN taxon_1.`Name`
WHEN taxon_2.`TaxonTreeDefItemID` = %s THEN taxon_2.`Name`
WHEN taxon_3.`TaxonTreeDefItemID` = %s THEN taxon_3.`Name`
WHEN taxon_4.`TaxonTreeDefItemID` = %s THEN taxon_4.`Name`
WHEN taxon_5.`TaxonTreeDefItemID` = %s THEN taxon_5.`Name`
WHEN taxon_6.`TaxonTreeDefItemID` = %s THEN taxon_6.`Name`
WHEN taxon_7.`TaxonTreeDefItemID` = %s THEN taxon_7.`Name`
WHEN taxon_8.`TaxonTreeDefItemID` = %s THEN taxon_8.`Name`
WHEN taxon_9.`TaxonTreeDefItemID` = %s THEN taxon_9.`Name`
WHEN taxon_10.`TaxonTreeDefItemID` = %s THEN taxon_10.`Name`
WHEN taxon_11.`TaxonTreeDefItemID` = %s THEN taxon_11.`Name`
END AS anon_2,
CASE
WHEN taxon_1.`TaxonTreeDefItemID` = %s THEN taxon_1.`Name`
WHEN taxon_2.`TaxonTreeDefItemID` = %s THEN taxon_2.`Name`
WHEN taxon_3.`TaxonTreeDefItemID` = %s THEN taxon_3.`Name`
WHEN taxon_4.`TaxonTreeDefItemID` = %s THEN taxon_4.`Name`
WHEN taxon_5.`TaxonTreeDefItemID` = %s THEN taxon_5.`Name`
WHEN taxon_6.`TaxonTreeDefItemID` = %s THEN taxon_6.`Name`
WHEN taxon_7.`TaxonTreeDefItemID` = %s THEN taxon_7.`Name`
WHEN taxon_8.`TaxonTreeDefItemID` = %s THEN taxon_8.`Name`
WHEN taxon_9.`TaxonTreeDefItemID` = %s THEN taxon_9.`Name`
WHEN taxon_10.`TaxonTreeDefItemID` = %s THEN taxon_10.`Name`
WHEN taxon_11.`TaxonTreeDefItemID` = %s THEN taxon_11.`Name`
END AS anon_3,
CASE
WHEN taxon_1.`TaxonTreeDefItemID` = %s THEN taxon_1.`Name`
WHEN taxon_2.`TaxonTreeDefItemID` = %s THEN taxon_2.`Name`
WHEN taxon_3.`TaxonTreeDefItemID` = %s THEN taxon_3.`Name`
WHEN taxon_4.`TaxonTreeDefItemID` = %s THEN taxon_4.`Name`
WHEN taxon_5.`TaxonTreeDefItemID` = %s THEN taxon_5.`Name`
WHEN taxon_6.`TaxonTreeDefItemID` = %s THEN taxon_6.`Name`
WHEN taxon_7.`TaxonTreeDefItemID` = %s THEN taxon_7.`Name`
WHEN taxon_8.`TaxonTreeDefItemID` = %s THEN taxon_8.`Name`
WHEN taxon_9.`TaxonTreeDefItemID` = %s THEN taxon_9.`Name`
WHEN taxon_10.`TaxonTreeDefItemID` = %s THEN taxon_10.`Name`
WHEN taxon_11.`TaxonTreeDefItemID` = %s THEN taxon_11.`Name`
END AS anon_4,
CASE
WHEN taxon_1.`TaxonTreeDefItemID` = %s THEN taxon_1.`Name`
WHEN taxon_2.`TaxonTreeDefItemID` = %s THEN taxon_2.`Name`
WHEN taxon_3.`TaxonTreeDefItemID` = %s THEN taxon_3.`Name`
WHEN taxon_4.`TaxonTreeDefItemID` = %s THEN taxon_4.`Name`
WHEN taxon_5.`TaxonTreeDefItemID` = %s THEN taxon_5.`Name`
WHEN taxon_6.`TaxonTreeDefItemID` = %s THEN taxon_6.`Name`
WHEN taxon_7.`TaxonTreeDefItemID` = %s THEN taxon_7.`Name`
WHEN taxon_8.`TaxonTreeDefItemID` = %s THEN taxon_8.`Name`
WHEN taxon_9.`TaxonTreeDefItemID` = %s THEN taxon_9.`Name`
WHEN taxon_10.`TaxonTreeDefItemID` = %s THEN taxon_10.`Name`
WHEN taxon_11.`TaxonTreeDefItemID` = %s THEN taxon_11.`Name`
END AS anon_5
FROM collectionobject
LEFT OUTER JOIN determination AS determination_1
ON collectionobject.`CollectionObjectID` = determination_1.`CollectionObjectID`
LEFT OUTER JOIN taxon AS taxon_1
ON taxon_1.`TaxonID` = determination_1.`TaxonID`
LEFT OUTER JOIN taxon AS taxon_2
ON taxon_1.`ParentID` = taxon_2.`TaxonID`
LEFT OUTER JOIN taxon AS taxon_3
ON taxon_2.`ParentID` = taxon_3.`TaxonID`
LEFT OUTER JOIN taxon AS taxon_4
ON taxon_3.`ParentID` = taxon_4.`TaxonID`
LEFT OUTER JOIN taxon AS taxon_5
ON taxon_4.`ParentID` = taxon_5.`TaxonID`
LEFT OUTER JOIN taxon AS taxon_6
ON taxon_5.`ParentID` = taxon_6.`TaxonID`
LEFT OUTER JOIN taxon AS taxon_7
ON taxon_6.`ParentID` = taxon_7.`TaxonID`
LEFT OUTER JOIN taxon AS taxon_8
ON taxon_7.`ParentID` = taxon_8.`TaxonID`
LEFT OUTER JOIN taxon AS taxon_9
ON taxon_8.`ParentID` = taxon_9.`TaxonID`
LEFT OUTER JOIN taxon AS taxon_10
ON taxon_9.`ParentID` = taxon_10.`TaxonID`
LEFT OUTER JOIN taxon AS taxon_11
ON taxon_10.`ParentID` = taxon_11.`TaxonID`
LEFT OUTER JOIN taxon AS taxon_12
ON taxon_12.`TaxonID` = determination_1.`PreferredTaxonID`
WHERE collectionobject.`CollectionObjectID` = %sNew query:
SELECT
collectionobject.`CollectionObjectID`,
CASE
WHEN collectionobject.`CatalogNumber` REGEXP %s
THEN CAST(collectionobject.`CatalogNumber` AS DECIMAL(65))
ELSE collectionobject.`CatalogNumber`
END AS anon_1,
CASE
WHEN taxon_1.`TaxonTreeDefItemID` = %s THEN taxon_1.`Name`
WHEN taxon_2.`TaxonTreeDefItemID` = %s THEN taxon_2.`Name`
WHEN taxon_3.`TaxonTreeDefItemID` = %s THEN taxon_3.`Name`
WHEN taxon_4.`TaxonTreeDefItemID` = %s THEN taxon_4.`Name`
WHEN taxon_5.`TaxonTreeDefItemID` = %s THEN taxon_5.`Name`
WHEN taxon_6.`TaxonTreeDefItemID` = %s THEN taxon_6.`Name`
WHEN taxon_7.`TaxonTreeDefItemID` = %s THEN taxon_7.`Name`
WHEN taxon_8.`TaxonTreeDefItemID` = %s THEN taxon_8.`Name`
WHEN taxon_9.`TaxonTreeDefItemID` = %s THEN taxon_9.`Name`
WHEN taxon_10.`TaxonTreeDefItemID` = %s THEN taxon_10.`Name`
WHEN taxon_11.`TaxonTreeDefItemID` = %s THEN taxon_11.`Name`
END AS anon_2,
CASE
WHEN taxon_1.`TaxonTreeDefItemID` = %s THEN taxon_1.`Name`
WHEN taxon_2.`TaxonTreeDefItemID` = %s THEN taxon_2.`Name`
WHEN taxon_3.`TaxonTreeDefItemID` = %s THEN taxon_3.`Name`
WHEN taxon_4.`TaxonTreeDefItemID` = %s THEN taxon_4.`Name`
WHEN taxon_5.`TaxonTreeDefItemID` = %s THEN taxon_5.`Name`
WHEN taxon_6.`TaxonTreeDefItemID` = %s THEN taxon_6.`Name`
WHEN taxon_7.`TaxonTreeDefItemID` = %s THEN taxon_7.`Name`
WHEN taxon_8.`TaxonTreeDefItemID` = %s THEN taxon_8.`Name`
WHEN taxon_9.`TaxonTreeDefItemID` = %s THEN taxon_9.`Name`
WHEN taxon_10.`TaxonTreeDefItemID` = %s THEN taxon_10.`Name`
WHEN taxon_11.`TaxonTreeDefItemID` = %s THEN taxon_11.`Name`
END AS anon_3,
CASE
WHEN taxon_12.`TaxonTreeDefItemID` = %s THEN taxon_12.`Name`
WHEN taxon_13.`TaxonTreeDefItemID` = %s THEN taxon_13.`Name`
WHEN taxon_14.`TaxonTreeDefItemID` = %s THEN taxon_14.`Name`
WHEN taxon_15.`TaxonTreeDefItemID` = %s THEN taxon_15.`Name`
WHEN taxon_16.`TaxonTreeDefItemID` = %s THEN taxon_16.`Name`
WHEN taxon_17.`TaxonTreeDefItemID` = %s THEN taxon_17.`Name`
WHEN taxon_18.`TaxonTreeDefItemID` = %s THEN taxon_18.`Name`
WHEN taxon_19.`TaxonTreeDefItemID` = %s THEN taxon_19.`Name`
WHEN taxon_20.`TaxonTreeDefItemID` = %s THEN taxon_20.`Name`
WHEN taxon_21.`TaxonTreeDefItemID` = %s THEN taxon_21.`Name`
WHEN taxon_22.`TaxonTreeDefItemID` = %s THEN taxon_22.`Name`
END AS anon_4,
CASE
WHEN taxon_12.`TaxonTreeDefItemID` = %s THEN taxon_12.`Name`
WHEN taxon_13.`TaxonTreeDefItemID` = %s THEN taxon_13.`Name`
WHEN taxon_14.`TaxonTreeDefItemID` = %s THEN taxon_14.`Name`
WHEN taxon_15.`TaxonTreeDefItemID` = %s THEN taxon_15.`Name`
WHEN taxon_16.`TaxonTreeDefItemID` = %s THEN taxon_16.`Name`
WHEN taxon_17.`TaxonTreeDefItemID` = %s THEN taxon_17.`Name`
WHEN taxon_18.`TaxonTreeDefItemID` = %s THEN taxon_18.`Name`
WHEN taxon_19.`TaxonTreeDefItemID` = %s THEN taxon_19.`Name`
WHEN taxon_20.`TaxonTreeDefItemID` = %s THEN taxon_20.`Name`
WHEN taxon_21.`TaxonTreeDefItemID` = %s THEN taxon_21.`Name`
WHEN taxon_22.`TaxonTreeDefItemID` = %s THEN taxon_22.`Name`
END AS anon_5
FROM collectionobject
LEFT OUTER JOIN determination AS determination_1
ON collectionobject.`CollectionObjectID` = determination_1.`CollectionObjectID`
LEFT OUTER JOIN taxon AS taxon_1
ON taxon_1.`TaxonID` = determination_1.`TaxonID`
LEFT OUTER JOIN taxon AS taxon_2
ON taxon_1.`ParentID` = taxon_2.`TaxonID`
LEFT OUTER JOIN taxon AS taxon_3
ON taxon_2.`ParentID` = taxon_3.`TaxonID`
LEFT OUTER JOIN taxon AS taxon_4
ON taxon_3.`ParentID` = taxon_4.`TaxonID`
LEFT OUTER JOIN taxon AS taxon_5
ON taxon_4.`ParentID` = taxon_5.`TaxonID`
LEFT OUTER JOIN taxon AS taxon_6
ON taxon_5.`ParentID` = taxon_6.`TaxonID`
LEFT OUTER JOIN taxon AS taxon_7
ON taxon_6.`ParentID` = taxon_7.`TaxonID`
LEFT OUTER JOIN taxon AS taxon_8
ON taxon_7.`ParentID` = taxon_8.`TaxonID`
LEFT OUTER JOIN taxon AS taxon_9
ON taxon_8.`ParentID` = taxon_9.`TaxonID`
LEFT OUTER JOIN taxon AS taxon_10
ON taxon_9.`ParentID` = taxon_10.`TaxonID`
LEFT OUTER JOIN taxon AS taxon_11
ON taxon_10.`ParentID` = taxon_11.`TaxonID`
LEFT OUTER JOIN taxon AS taxon_12
ON taxon_12.`TaxonID` = determination_1.`PreferredTaxonID`
LEFT OUTER JOIN taxon AS taxon_13
ON taxon_12.`ParentID` = taxon_13.`TaxonID`
LEFT OUTER JOIN taxon AS taxon_14
ON taxon_13.`ParentID` = taxon_14.`TaxonID`
LEFT OUTER JOIN taxon AS taxon_15
ON taxon_14.`ParentID` = taxon_15.`TaxonID`
LEFT OUTER JOIN taxon AS taxon_16
ON taxon_15.`ParentID` = taxon_16.`TaxonID`
LEFT OUTER JOIN taxon AS taxon_17
ON taxon_16.`ParentID` = taxon_17.`TaxonID`
LEFT OUTER JOIN taxon AS taxon_18
ON taxon_17.`ParentID` = taxon_18.`TaxonID`
LEFT OUTER JOIN taxon AS taxon_19
ON taxon_18.`ParentID` = taxon_19.`TaxonID`
LEFT OUTER JOIN taxon AS taxon_20
ON taxon_19.`ParentID` = taxon_20.`TaxonID`
LEFT OUTER JOIN taxon AS taxon_21
ON taxon_20.`ParentID` = taxon_21.`TaxonID`
LEFT OUTER JOIN taxon AS taxon_22
ON taxon_21.`ParentID` = taxon_22.`TaxonID`
WHERE collectionobject.`CollectionObjectID` = %s|
NOTES:
The previous table-only cache shared those aliases between Taxon and Preferred Taxon. That reduced SQL size by reading the wrong relationship, producing the repeated productus (from Grant's example). The PR at this point of time:
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Potential approach Replace full-depth traversal with one direct ancestor join per requested relationship/rank. Specify already maintains nested-set ranges through NodeNumber and HighestChildNodeNumber. Existing tree statistics queries use those ranges to find descendants without walking every parent. The corresponding ancestor lookup would constrain an alias by: ancestor.TreeDefID = node.TreeDefID
AND ancestor.TreeDefItemID IN (<resolved requested-rank IDs>)
AND (
ancestor.ID = node.ID
OR node.NodeNumber BETWEEN
ancestor.NodeNumber AND ancestor.HighestChildNodeNumber
)The explicit identity condition also preserves selecting the node itself, including a standalone root without numbering. Cache that alias by relationship node, tree table, and resolved rank IDs. Different fields from the same rank reuse it; different relationships never do. Expected impact:
Alternatives and trade-offs
Range joins introduce an important dependency: valid tree numbering. Numbering is maintained and validated by tree utilities, but these columns are nullable. Fewer joins also do not automatically mean faster execution. |
…uested relationship/rank, using node-number ranges.
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Measured SQL JOIN counts:
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Inline comments:
Review comments at @specifyweb/backend/stored_queries/query_construct.py:
- Around line 22-63: Remove the full-tree scan performed by
_validate_rank_query_numbering from the per-query rank path, including its
invocation, and rely on numbering maintained by the tree code so rank queries do
not load and validate every node.
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TODO:
Ideally use an available database with a substantial taxon tree. Record: Number of taxa and tree ranks. Number of collection objects and determinations.
Implementation: Current PR before optimization // Purpose: Correct-results baseline, with >20 joins Implementation: New implementation // Purpose: Verify identical results with less joins The older 13-join implementation (from example) can provide historical context, but it is not a correctness baseline because it returns the wrong preferred taxon. Test both the reported query and variants with three taxonomic relationships, repeated rank fields, filters, and sorting.
Time these separately:
Also test count requests and pagination. Validation currently runs once per query construction, so separate requests may each incur a full tree scan. |
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Inline comments:
Review comments at @specifyweb/backend/stored_queries/query_construct.py:
- Around line 15-20: Update _TreeRanksProxy.join handling so a missing
“tree_ranks” cache entry cannot skip joining the ancestor. In the relevant query
construction flow, retrieve the cached ranks object and create and cache a real
TreeRanks instance when absent, or raise an explicit error; preserve the
existing join behavior so root_sql_table is not introduced as an independent
FROM source.
Review comments at @specifyweb/backend/stored_queries/tests/test_build_query.py:
- Around line 838-849: Update test_recursion_override_is_statement_scoped to
pass a stub connection with dialect.is_mariadb=True for the rewritten and
non-option cases, and add a MySQL stub with is_mariadb=False asserting the
statement and parameters remain unchanged.
Review comments at @specifyweb/backend/stored_queries/tree_rank.py:
- Around line 30-38: Update rank_path to classify only genuine tree-table ranks:
require each candidate part to be a TreeRankQuery and verify its
relatedModelName resolves via datamodel.get_table_strict to a tree table using
is_tree_table. Keep returning the split path for valid tree ranks and None
otherwise.
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PR Evolution; tree-rank query resolution: The original implementation produced smaller SQL partly because it incorrectly reused one relationship’s ancestors for other relationships. Correcting that exposed excessive join growth. Replacing those joins with node-number range lookups reduced SQL size, but measurements showed a substantial execution-time regression. The current main query path instead uses shared recursive parent traversal and postpones display-only ancestor resolution until after pagination. 1. Initial problems: incorrect relationship reuse and excessive joinsIncorrect results across taxon relationshipsA query can reach the Taxon tree through several independent relationships:
Each relationship can point to a different taxon. Consequently, requesting “Species” through Preferred Taxon must resolve the species of the preferred taxon—not the species of the determination’s ordinary taxon. The original implementation cached ancestor aliases using: (table, "TreeRanks")An alias is a separately named reference to a database table, allowing a query to use that table several times. Because the cache key identified only the tree table, every relationship reaching Taxon could reuse the ancestor aliases created for the first relationship. This made results depend on field order. Explicit rank fields from later relationships used the first relationship’s ancestry. “Any rank” fields did not require that same ancestor-resolution step and could therefore show the correct values alongside incorrect explicit-rank columns. The original issue, #8560, describes this behavior. Concrete example:
Why correcting it exposed the join problemThe original ancestor-resolution strategy built a chain of parent joins. A join combines related database rows. Here, each parent join followed one taxon’s
This happened even when the query requested only Genus and Species. Incorrectly sharing the chain reduced SQL size, but only by reading the wrong relationship. Once relationships were separated, each needed its own full-depth chain. In the reviewer’s example, the SQL grew from 13 to 23 joins:
Thus, the correctness fix did not invent the depth-dependent design problem. It exposed its cost by stopping an invalid shortcut. 2. First iteration: cache ancestors per relationshipKey commit: The cache key became: (node, table, "TreeRanks")Here, What it solvedTaxon and Preferred Taxon no longer shared the same ancestor chain. Tests covered differing relationship values and field order, and the review verified the corrected preferred-species result. What it retained—and why another iteration was neededThe implementation still expanded each relationship into a full chain of parent joins. Its useful properties remained:
But SQL size grew with both the number of relationships and the configured tree depth. Deep trees and additional relationships could create very large statements and encounter database table/join limits. The next iteration therefore targeted SQL structure without abandoning relationship isolation. 3. Second iteration: one node-number range join per requested rankKey commit: How node numbering was usedSpecify already maintains nested-set metadata:
With valid numbering, a descendant’s node number falls within its ancestor’s interval. The proposed ancestor lookup was approximately: ancestor.TreeDefID = node.TreeDefID
AND ancestor.TreeDefItemID IN (requested_rank_ids)
AND (
ancestor.ID = node.ID
OR node.NodeNumber BETWEEN
ancestor.NodeNumber AND ancestor.HighestChildNodeNumber
)This replaced the full parent chain with one outer join per requested relationship/rank. An outer join preserves the original result row when no matching related row exists, allowing missing ancestors or relationships to remain The explicit identity condition supported selecting the node itself, including an isolated root without numbering. Tree-definition matching prevented overlapping numbering in different trees from producing false matches. The cache now distinguished: (node, table, resolved_rank_ids, "TreeRank")This allowed fields such as Genus Name, Genus Author, and Genus ID to share one rank alias without sharing it across unrelated taxon paths. What it gainedThe reported join-count measurements showed that SQL growth no longer followed configured tree depth:
That was a reduction in SQL structure. New compromiseThe old parent-pointer approach did not need valid node-number intervals. The range approach did. This introduced a correctness dependency on maintained tree metadata and led to the third iteration. 4. Third iteration: numbering validation—and two distinct sources of costThe numbering-based implementation encountered two separate problems. Problem A: validating the entire tree before running the queryCommit It read every node in the selected tree definitions and checked interval consistency against parent relationships. Invalid numbering was logged and raised an exception. What this solved: It prevented the range-based query from silently trusting invalid intervals. What it cost: Validation was cached only within one query construction. A new page request, count, or export could repeat the complete scan. The review also identified an availability consequence: an invalid node in an unrelated branch could make a rank query fail, even though parent-pointer lookup previously could answer it. The choice was therefore between stronger request-time validation and potentially substantial work unrelated to the requested records. Commit Problem B: the shorter SQL itself was expensiveRemoving validation did not solve the SQL execution regression. The subsequent report explicitly states that no full-tree validation scan remained during query construction. The expensive work occurred inside the generated range-join SQL. The test database contained:
Reported execution times were:
Runtime analysis reported 125,060 candidate rows per loop for each Species alias. The important distinction is:
The original parent chain performed ID-based parent lookups. The new range predicate repeatedly examined many candidate ancestors. Fewer written joins therefore produced much more database work in these measurements. Alternatives consideredThe PR discussion considered preprocessing matching tree nodes and subtree boundaries. That can help a descendant filter such as “under genus Trifolium,” but it does not, by itself, provide Genus and Species values for several relationships’ display columns or sorting. Other discussed compromises included:
These were design considerations. 5. Fourth iteration: shared recursive parent traversal and page-aware resolutionCore commits:
This iteration retained the useful part of parent traversal—following parent IDs—without writing a separate SQL join for every configured level. How the current main path works1. Apply ordinary filters before preparing ancestor mappingsNon-rank predicates constrain candidate records first. Their existing implicit-OR behavior is preserved. This can reduce the starting taxon set, although broad ordinary filters can still leave many candidates. 2. Build a shared recursive ancestor mappingA recursive CTE repeatedly extends that result—for example, by following each node to its parent until no further parent exists. The mapping is conceptually: It records the starting node ID, ancestor ID, parent ID, rank-item ID, and tree-definition ID. Relationships reaching the same tree can share this traversal data. However, each relationship still selects ancestors using its own starting node ID, so shared traversal does not recreate the original relationship-cache bug. The recursive step follows Node-number intervals are no longer used for this ancestor lookup. 3. Keep filtering and sorting ranks eagerRanks that determine which records qualify—or their order—must be resolved before pagination. The code also keeps more complicated field paths, relationship-valued fields, and temporal fields eager rather than applying the display-only shortcut indiscriminately. 4. Resolve eligible display-only ranks after paginationFor supported scalar queries, the implementation first selects the page, then walks ancestors for the taxa appearing on that page. The page carries row identity and ordering information through the recursive query. Base-record and to-many relationship IDs provide tie-breakers, preserving distinct determination rows even when displayed values are identical. This avoids resolving display-only ancestors for every matching record merely to return a small page. 5. Omit unnecessary ancestor resolution for countsEligible display-only ranks do not require recursive resolution when counting. A display-only sort rank can also be omitted for a count, because ordering does not affect the number of rows. This is not a promise of zero joins: relationship joins and other constraints can remain. 6. Use conservative eager paths for complex query shapesDistinct/grouped, series, synonym-search, audit-formatting, mixed-tree, and formatted-object cases are excluded from some or all display deferral. The trade-off is deliberate: preserve query semantics rather than force the page-first transformation onto every query shape. What the measurements supportThe report used a freshly executed correctness baseline:
These results show that the redesign avoided the severe range-join regression in the tested scenarios. They also show mixed performance against the correct parent-chain baseline: the single-catalog and count cases improved, while the three-relationship and page cases were somewhat slower. The two benchmark tables used separate baseline runs and should not be treated as one controlled experiment. 6. Tests, remaining trade-offs, and overall assessmentThe expanded regression tests cover:
The join-budget tests distinguish outer-query joins from joins inside CTEs. That matters: recursion removes depth-dependent SQL expansion, not all internal joins or all depth-dependent execution work. Remaining costs and limitations
ConclusionThe strongest outcome is not simply “fewer joins.” It is a more selective resolution strategy:
Among the documented iterations, this is the best-supported architectural direction: it addresses the original relationship mix-up, avoids full-depth join expansion, removes request-time numbering validation, and avoids the measured range-scan regression. |
Fixes #8560
Checklist
self-explanatory (or properly documented)
specify7/specifyweb/specify/management/commands/run_key_migration_functions.py
Line 50 in ea04665
Notes:
Testing instructions
Multiple rel to tree (1).json
Summary by CodeRabbit
Bug Fixes
Performance