DEVEXP-561 Now supporting REST API transactions

Author: rjrudin

docs/Gemfile.lock

@@ -251,6 +251,7 @@ GEM
 
 PLATFORMS
   arm64-darwin-21
+  arm64-darwin-23
 
 DEPENDENCIES
   github-pages (~> 228)

docs/transactions.md

@@ -0,0 +1,84 @@
+---
+layout: default
+title: Managing transactions
+nav_order: 4
+---
+
+The [/v1/transactions endpoint](https://docs.marklogic.com/REST/client/transaction-management)
+in the MarkLogic REST API supports managing a transaction that can be referenced in 
+multiple separate calls to other REST API endpoints, with all calls being committed or 
+rolled back together. The MarkLogic Python client simplifies usage of these endpoints
+via a `Transaction` class that is also a 
+[Python context manager](https://docs.python.org/3/reference/datamodel.html#context-managers), 
+thereby allowing it to handle committing or rolling back the transaction without any user 
+involvement.
+
+The following example demonstrates writing documents via multiple calls to MarkLogic, 
+all within the same REST API transaction; the example depends on first following the 
+instructions in the [setup guide](example-setup.md):
+
+```
+from marklogic import Client
+from marklogic.documents import Document
+client = Client('http://localhost:8000', digest=('python-user', 'pyth0n'))
+
+default_perms = {"rest-reader": ["read", "update"]}
+doc1 = Document("/tx/doc1.json", {"doc": 1}, permissions=default_perms)
+doc2 = Document("/tx/doc2.json", {"doc": 2}, permissions=default_perms)
+
+with client.transactions.create() as tx:
+    client.documents.write(doc1, tx=tx).raise_for_status()
+    client.documents.write(doc2, tx=tx).raise_for_status()
+```
+
+The `client.transactions.create()` function returns a `Transaction` instance that acts
+as the context manager. When the `with` block completes, the `Transaction` instance 
+calls the REST API to commit the transaction. 
+
+As of 1.1.0, each of the functions in the `client.documents` object can include a 
+reference to the transaction to ensure that the `read` or `write` or `search` operation 
+occurs within the REST API transaction.
+
+## Ensuring a transaction is rolled back 
+
+The `requests` function [`raise_for_status()`](https://requests.readthedocs.io/en/latest/user/quickstart/#errors-and-exceptions)
+is used in the example above to ensure that if a request fails, an error is thrown, 
+causing the transaction to be rolled back. The following example demonstrates a rolled
+back transaction due to an invalid JSON object that causes a `write` operation to fail:
+
+```
+doc1 = Document("/tx/doc1.json", {"doc": 1}, permissions=default_perms)
+doc2 = Document("/tx/doc2.json", "invalid json", permissions=default_perms)
+
+with client.transactions.create() as tx:
+    client.documents.write(doc1, tx=tx).raise_for_status()
+    client.documents.write(doc2, tx=tx).raise_for_status()
+```
+
+The above will cause a `requests` `HTTPError` instance to be thrown, and the first
+document will not be written due to the transaction being rolled back.
+
+You are free to check the status code of the response object returned
+by each call as well; `raise_for_status()` is simply a commonly used convenience in the 
+`requests` library. 
+
+## Using the transaction request parameter
+
+You can reference the transaction when calling any REST API endpoint that supports the 
+optional `txid` request parameter. The following example demonstrates this, reusing the
+same `client` instance from the first example:
+
+```
+with client.transactions.create() as tx:
+    client.post("/v1/resources/my-resource", params={"txid": tx.id})
+    client.delete("/v1/resources/other-resource", params={"txid": tx.id})
+```
+
+## Getting transaction status
+
+You can get the status of the transaction via the `get_status()` function:
+
+```
+with client.transactions.create() as tx:
+    print(f"Transaction status: {tx.get_status()}")
+```

marklogic/client.py

@@ -2,6 +2,7 @@
 from marklogic.cloud_auth import MarkLogicCloudAuth
 from marklogic.documents import DocumentManager
 from marklogic.rows import RowManager
+from marklogic.transactions import TransactionManager
 from requests.auth import HTTPDigestAuth
 from urllib.parse import urljoin
 
@@ -77,3 +78,9 @@ def rows(self):
         if not hasattr(self, "_rows"):
             self._rows = RowManager(self)
         return self._rows
+
+    @property
+    def transactions(self):
+        if not hasattr(self, "_transactions"):
+            self._transactions = TransactionManager(self)
+        return self._transactions

marklogic/documents.py

@@ -2,14 +2,15 @@
 from collections import OrderedDict
 from typing import Union
 
+from marklogic.transactions import Transaction
 from requests import Response, Session
 from requests_toolbelt.multipart.decoder import MultipartDecoder
 from urllib3.fields import RequestField
 from urllib3.filepost import encode_multipart_formdata
 
 """
 Defines classes to simplify usage of the documents REST endpoint defined at
-https://docs.marklogic.com/REST/client/management. 
+https://docs.marklogic.com/REST/client/management.
 """
 
 
@@ -147,7 +148,7 @@ def __init__(
     @property
     def metadata(self):
         """
-        Returns a dict containing the 5 attributes that comprise the metadata of a 
+        Returns a dict containing the 5 attributes that comprise the metadata of a
         document in MarkLogic.
         """
         return {
@@ -344,7 +345,10 @@ def __init__(self, session: Session):
         self._session = session
 
     def write(
-        self, parts: Union[Document, list[Union[DefaultMetadata, Document]]], **kwargs
+        self,
+        parts: Union[Document, list[Union[DefaultMetadata, Document]]],
+        tx: Transaction = None,
+        **kwargs,
     ) -> Response:
         """
         Write one or many documents at a time via a POST to the endpoint defined at
@@ -355,6 +359,7 @@ def write(
         after it that does not define its own metadata. See
         https://docs.marklogic.com/guide/rest-dev/bulk#id_16015 for more information on
         how the REST endpoint uses metadata.
+        :param tx: if set, the request will be associated with the given transaction.
         """
         fields = []
 
@@ -374,17 +379,27 @@ def write(
 
         data, content_type = encode_multipart_formdata(fields)
 
+        params = kwargs.pop("params", {})
+        if tx:
+            params["txid"] = tx.id
+
         headers = kwargs.pop("headers", {})
         headers["Content-Type"] = "".join(
             ("multipart/mixed",) + content_type.partition(";")[1:]
         )
         if not headers.get("Accept"):
             headers["Accept"] = "application/json"
 
-        return self._session.post("/v1/documents", data=data, headers=headers, **kwargs)
+        return self._session.post(
+            "/v1/documents", data=data, headers=headers, params=params, **kwargs
+        )
 
     def read(
-        self, uris: Union[str, list[str]], categories: list[str] = None, **kwargs
+        self,
+        uris: Union[str, list[str]],
+        categories: list[str] = None,
+        tx: Transaction = None,
+        **kwargs,
     ) -> Union[list[Document], Response]:
         """
         Read one or many documents via a GET to the endpoint defined at
@@ -395,12 +410,15 @@ def read(
         :param categories: optional list of the categories of data to return for each
         URI. By default, only content will be returned for each URI. See the endpoint
         documentation for further information.
+        :param tx: if set, the request will be associated with the given transaction.
         """
         params = kwargs.pop("params", {})
         params["uri"] = uris if isinstance(uris, list) else [uris]
         params["format"] = "json"  # This refers to the metadata format.
         if categories:
             params["category"] = categories
+        if tx:
+            params["txid"] = tx.id
 
         headers = kwargs.pop("headers", {})
         headers["Accept"] = "multipart/mixed"
@@ -423,6 +441,7 @@ def search(
         page_length: int = None,
         options: str = None,
         collections: list[str] = None,
+        tx: Transaction = None,
         **kwargs,
     ) -> Union[list[Document], Response]:
         """
@@ -442,6 +461,7 @@ def search(
         :param page_length: maximum number of documents to return.
         :param options: name of a query options instance to use.
         :param collections: restrict results to documents in these collections.
+        :param tx: if set, the request will be associated with the given transaction.
         """
         params = kwargs.pop("params", {})
         params["format"] = "json"  # This refers to the metadata format.
@@ -457,6 +477,8 @@ def search(
             params["pageLength"] = page_length
         if options:
             params["options"] = options
+        if tx:
+            params["txid"] = tx.id
 
         headers = kwargs.pop("headers", {})
         headers["Accept"] = "multipart/mixed"

marklogic/transactions.py

@@ -0,0 +1,109 @@
+import logging
+from requests import Response, Session
+
+logger = logging.getLogger(__name__)
+
+"""
+Defines classes to simplify usage of the REST endpoints defined at
+https://docs.marklogic.com/REST/client/transaction-management for managing transactions.
+"""
+
+
+class Transaction:
+    """
+    Represents a transaction created via
+    https://docs.marklogic.com/REST/POST/v1/transactions .
+
+    An instance of this class can act as a Python context manager and can thus be used
+    with the Python "with" keyword. This is the intended use case, allowing a user to
+    perform one to many calls to MarkLogic within the "with" block, each referencing the
+    ID associated with this transaction. When the "with" block concludes, the
+    transaction will be automatically committed if no error was thrown, and rolled back
+    otherwise.
+
+    :param id: the ID of the new transaction, which is used for all subsequent
+    operations involving the transaction.
+    :param session: a requests Session object that is required for either committing or
+    rolling back the transaction, as well as for obtaining status of the transaction.
+    """
+
+    def __init__(self, id: str, session: Session):
+        self.id = id
+        self._session = session
+
+    def __enter__(self):
+        return self
+
+    def get_status(self) -> dict:
+        """
+        Retrieve transaction status via
+        https://docs.marklogic.com/REST/GET/v1/transactions/[txid].
+        """
+        return self._session.get(
+            f"/v1/transactions/{self.id}", headers={"Accept": "application/json"}
+        ).json()
+
+    def commit(self) -> Response:
+        """
+        Commits the transaction via
+        https://docs.marklogic.com/REST/POST/v1/transactions/[txid]. This is expected to be
+        invoked automatically via a Python context manager.
+        """
+        logger.debug(f"Committing transaction with ID: {self.id}")
+        return self._session.post(
+            f"/v1/transactions/{self.id}", params={"result": "commit"}
+        )
+
+    def rollback(self) -> Response:
+        """
+        Rolls back the transaction via
+        https://docs.marklogic.com/REST/POST/v1/transactions/[txid]. This is expected to be
+        invoked automatically via a Python context manager.
+        """
+        logger.debug(f"Rolling back transaction with ID: {self.id}")
+        return self._session.post(
+            f"/v1/transactions/{self.id}", params={"result": "rollback"}
+        )
+
+    def __exit__(self, *args):
+        response = (
+            self.rollback()
+            if len(args) > 1 and isinstance(args[1], Exception)
+            else self.commit()
+        )
+        assert (
+            204 == response.status_code
+        ), f"Could not end transaction; cause: {response.text}"
+
+
+class TransactionManager:
+    def __init__(self, session: Session):
+        self._session = session
+
+    def create(self, name=None, time_limit=None, database=None) -> Transaction:
+        """
+        Creates a new transaction via https://docs.marklogic.com/REST/POST/v1/transactions.
+        Contrary to the docs, a Location header is not returned, but the transaction data
+        is. And the Accept header can be used to control the format of the transaction data.
+
+        The returned Transaction is a Python context manager and is intended to be used
+        via the Python "with" keyword.
+
+        :param name: optional name for the transaction.
+        :param time_limit: optional time limit, in seconds, until the server cancels the
+        transaction.
+        :param database: optional database to associate with the transaction.
+        """
+        params = {}
+        if name:
+            params["name"] = name
+        if time_limit:
+            params["timeLimit"] = time_limit
+        if database:
+            params["database"] = database
+
+        response = self._session.post(
+            "/v1/transactions", params=params, headers={"Accept": "application/json"}
+        )
+        id = response.json()["transaction-status"]["transaction-id"]
+        return Transaction(id, self._session)