django/docs/topics/db/managers.txt

========
Managers
========

.. currentmodule:: django.db.models

.. class:: Manager()

A ``Manager`` is the interface through which database query operations are
provided to Django models. At least one ``Manager`` exists for every model in
a Django application.

The way ``Manager`` classes work is documented in :doc:`/topics/db/queries`;
this document specifically touches on model options that customize ``Manager``
behavior.

.. _manager-names:

Manager names
=============

By default, Django adds a ``Manager`` with the name ``objects`` to every Django
model class. However, if you want to use ``objects`` as a field name, or if you
want to use a name other than ``objects`` for the ``Manager``, you can rename
it on a per-model basis. To rename the ``Manager`` for a given class, define a
class attribute of type ``models.Manager()`` on that model. For example::

    from django.db import models

    class Person(models.Model):
        #...
        people = models.Manager()

Using this example model, ``Person.objects`` will generate an
``AttributeError`` exception, but ``Person.people.all()`` will provide a list
of all ``Person`` objects.

.. _custom-managers:

Custom managers
===============

You can use a custom ``Manager`` in a particular model by extending the base
``Manager`` class and instantiating your custom ``Manager`` in your model.

There are two reasons you might want to customize a ``Manager``: to add extra
``Manager`` methods, and/or to modify the initial ``QuerySet`` the ``Manager``
returns.

Adding extra manager methods
----------------------------

Adding extra ``Manager`` methods is the preferred way to add "table-level"
functionality to your models. (For "row-level" functionality -- i.e., functions
that act on a single instance of a model object -- use :ref:`Model methods
<model-methods>`, not custom ``Manager`` methods.)

For example, this custom ``Manager`` adds a method ``with_counts()``::

    from django.db import models
    from django.db.models.functions import Coalesce

    class PollManager(models.Manager):
        def with_counts(self):
            return self.annotate(
                num_responses=Coalesce(models.Count("response"), 0)
            )

    class OpinionPoll(models.Model):
        question = models.CharField(max_length=200)
        objects = PollManager()

    class Response(models.Model):
        poll = models.ForeignKey(OpinionPoll, on_delete=models.CASCADE)
        # ...

With this example, you'd use ``OpinionPoll.objects.with_counts()`` to get a
``QuerySet`` of ``OpinionPoll`` objects with the extra ``num_responses``
attribute attached.

A custom ``Manager`` method can return anything you want. It doesn't have to
return a ``QuerySet``.

Another thing to note is that ``Manager`` methods can access ``self.model`` to
get the model class to which they're attached.

Modifying a manager's initial ``QuerySet``
------------------------------------------

A ``Manager``’s base ``QuerySet`` returns all objects in the system. For
example, using this model::

    from django.db import models

    class Book(models.Model):
        title = models.CharField(max_length=100)
        author = models.CharField(max_length=50)

...the statement ``Book.objects.all()`` will return all books in the database.

You can override a ``Manager``’s base ``QuerySet`` by overriding the
``Manager.get_queryset()`` method. ``get_queryset()`` should return a
``QuerySet`` with the properties you require.

For example, the following model has *two* ``Manager``\s -- one that returns
all objects, and one that returns only the books by Roald Dahl::

    # First, define the Manager subclass.
    class DahlBookManager(models.Manager):
        def get_queryset(self):
            return super().get_queryset().filter(author='Roald Dahl')

    # Then hook it into the Book model explicitly.
    class Book(models.Model):
        title = models.CharField(max_length=100)
        author = models.CharField(max_length=50)

        objects = models.Manager() # The default manager.
        dahl_objects = DahlBookManager() # The Dahl-specific manager.

With this sample model, ``Book.objects.all()`` will return all books in the
database, but ``Book.dahl_objects.all()`` will only return the ones written by
Roald Dahl.

Because ``get_queryset()`` returns a ``QuerySet`` object, you can use
``filter()``, ``exclude()`` and all the other ``QuerySet`` methods on it. So
these statements are all legal::

    Book.dahl_objects.all()
    Book.dahl_objects.filter(title='Matilda')
    Book.dahl_objects.count()

This example also pointed out another interesting technique: using multiple
managers on the same model. You can attach as many ``Manager()`` instances to
a model as you'd like. This is a non-repetitive way to define common "filters"
for your models.

For example::

    class AuthorManager(models.Manager):
        def get_queryset(self):
            return super().get_queryset().filter(role='A')

    class EditorManager(models.Manager):
        def get_queryset(self):
            return super().get_queryset().filter(role='E')

    class Person(models.Model):
        first_name = models.CharField(max_length=50)
        last_name = models.CharField(max_length=50)
        role = models.CharField(max_length=1, choices=[('A', _('Author')), ('E', _('Editor'))])
        people = models.Manager()
        authors = AuthorManager()
        editors = EditorManager()

This example allows you to request ``Person.authors.all()``, ``Person.editors.all()``,
and ``Person.people.all()``, yielding predictable results.

.. _default-managers:

Default managers
----------------

.. attribute:: Model._default_manager

If you use custom ``Manager`` objects, take note that the first ``Manager``
Django encounters (in the order in which they're defined in the model) has a
special status. Django interprets the first ``Manager`` defined in a class as
the "default" ``Manager``, and several parts of Django (including
:djadmin:`dumpdata`) will use that ``Manager`` exclusively for that model. As a
result, it's a good idea to be careful in your choice of default manager in
order to avoid a situation where overriding ``get_queryset()`` results in an
inability to retrieve objects you'd like to work with.

You can specify a custom default manager using :attr:`Meta.default_manager_name
<django.db.models.Options.default_manager_name>`.

If you're writing some code that must handle an unknown model, for example, in
a third-party app that implements a generic view, use this manager (or
:attr:`~Model._base_manager`) rather than assuming the model has an ``objects``
manager.

Base managers
-------------

.. attribute:: Model._base_manager

.. _managers-for-related-objects:

Using managers for related object access
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

By default, Django uses an instance of the ``Model._base_manager`` manager
class when accessing related objects (i.e. ``choice.question``), not the
``_default_manager`` on the related object. This is because Django needs to be
able to retrieve the related object, even if it would otherwise be filtered out
(and hence be inaccessible) by the default manager.

If the normal base manager class (:class:`django.db.models.Manager`) isn't
appropriate for your circumstances, you can tell Django which class to use by
setting :attr:`Meta.base_manager_name
<django.db.models.Options.base_manager_name>`.

Base managers aren't used when querying on related models, or when
:ref:`accessing a one-to-many or many-to-many relationship
<backwards-related-objects>`. For example, if the ``Question`` model
:ref:`from the tutorial <creating-models>` had a ``deleted`` field and a base
manager that filters out instances with ``deleted=True``, a queryset like
``Choice.objects.filter(question__name__startswith='What')`` would include
choices related to deleted questions.

Don't filter away any results in this type of manager subclass
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

This manager is used to access objects that are related to from some other
model. In those situations, Django has to be able to see all the objects for
the model it is fetching, so that *anything* which is referred to can be
retrieved.

Therefore, you should not override ``get_queryset()`` to filter out any rows.
If you do so, Django will return incomplete results.

.. _calling-custom-queryset-methods-from-manager:

Calling custom ``QuerySet`` methods from the manager
----------------------------------------------------

While most methods from the standard ``QuerySet`` are accessible directly from
the ``Manager``, this is only the case for the extra methods defined on a
custom ``QuerySet`` if you also implement them on the ``Manager``::

    class PersonQuerySet(models.QuerySet):
        def authors(self):
            return self.filter(role='A')

        def editors(self):
            return self.filter(role='E')

    class PersonManager(models.Manager):
        def get_queryset(self):
            return PersonQuerySet(self.model, using=self._db)

        def authors(self):
            return self.get_queryset().authors()

        def editors(self):
            return self.get_queryset().editors()

    class Person(models.Model):
        first_name = models.CharField(max_length=50)
        last_name = models.CharField(max_length=50)
        role = models.CharField(max_length=1, choices=[('A', _('Author')), ('E', _('Editor'))])
        people = PersonManager()

This example allows you to call both ``authors()`` and ``editors()`` directly from
the manager ``Person.people``.

.. _create-manager-with-queryset-methods:

Creating a manager with ``QuerySet`` methods
--------------------------------------------

In lieu of the above approach which requires duplicating methods on both the
``QuerySet`` and the ``Manager``, :meth:`QuerySet.as_manager()
<django.db.models.query.QuerySet.as_manager>` can be used to create an instance
of ``Manager`` with a copy of a custom ``QuerySet``’s methods::

    class Person(models.Model):
        ...
        people = PersonQuerySet.as_manager()

The ``Manager`` instance created by :meth:`QuerySet.as_manager()
<django.db.models.query.QuerySet.as_manager>` will be virtually
identical to the ``PersonManager`` from the previous example.

Not every ``QuerySet`` method makes sense at the ``Manager`` level; for
instance we intentionally prevent the :meth:`QuerySet.delete()
<django.db.models.query.QuerySet.delete>` method from being copied onto
the ``Manager`` class.

Methods are copied according to the following rules:

- Public methods are copied by default.
- Private methods (starting with an underscore) are not copied by default.
- Methods with a ``queryset_only`` attribute set to ``False`` are always copied.
- Methods with a ``queryset_only`` attribute set to ``True`` are never copied.

For example::

    class CustomQuerySet(models.QuerySet):
        # Available on both Manager and QuerySet.
        def public_method(self):
            return

        # Available only on QuerySet.
        def _private_method(self):
            return

        # Available only on QuerySet.
        def opted_out_public_method(self):
            return
        opted_out_public_method.queryset_only = True

        # Available on both Manager and QuerySet.
        def _opted_in_private_method(self):
            return
        _opted_in_private_method.queryset_only = False

``from_queryset()``
~~~~~~~~~~~~~~~~~~~

.. classmethod:: from_queryset(queryset_class)

For advanced usage you might want both a custom ``Manager`` and a custom
``QuerySet``. You can do that by calling ``Manager.from_queryset()`` which
returns a *subclass* of your base ``Manager`` with a copy of the custom
``QuerySet`` methods::

    class CustomManager(models.Manager):
        def manager_only_method(self):
            return

    class CustomQuerySet(models.QuerySet):
        def manager_and_queryset_method(self):
            return

    class MyModel(models.Model):
        objects = CustomManager.from_queryset(CustomQuerySet)()

You may also store the generated class into a variable::

    MyManager = CustomManager.from_queryset(CustomQuerySet)

    class MyModel(models.Model):
        objects = MyManager()

.. _custom-managers-and-inheritance:

Custom managers and model inheritance
-------------------------------------

Here's how Django handles custom managers and :ref:`model inheritance
<model-inheritance>`:

#. Managers from base classes are always inherited by the child class,
   using Python's normal name resolution order (names on the child
   class override all others; then come names on the first parent class,
   and so on).

#. If no managers are declared on a model and/or its parents, Django
   automatically creates the ``objects`` manager.

#. The default manager on a class is either the one chosen with
   :attr:`Meta.default_manager_name
   <django.db.models.Options.default_manager_name>`, or the first manager
   declared on the model, or the default manager of the first parent model.

These rules provide the necessary flexibility if you want to install a
collection of custom managers on a group of models, via an abstract base
class, but still customize the default manager. For example, suppose you have
this base class::

    class AbstractBase(models.Model):
        # ...
        objects = CustomManager()

        class Meta:
            abstract = True

If you use this directly in a subclass, ``objects`` will be the default
manager if you declare no managers in the base class::

    class ChildA(AbstractBase):
        # ...
        # This class has CustomManager as the default manager.
        pass

If you want to inherit from ``AbstractBase``, but provide a different default
manager, you can provide the default manager on the child class::

    class ChildB(AbstractBase):
        # ...
        # An explicit default manager.
        default_manager = OtherManager()

Here, ``default_manager`` is the default. The ``objects`` manager is
still available, since it's inherited, but isn't used as the default.

Finally for this example, suppose you want to add extra managers to the child
class, but still use the default from ``AbstractBase``. You can't add the new
manager directly in the child class, as that would override the default and you would
have to also explicitly include all the managers from the abstract base class.
The solution is to put the extra managers in another base class and introduce
it into the inheritance hierarchy *after* the defaults::

    class ExtraManager(models.Model):
        extra_manager = OtherManager()

        class Meta:
            abstract = True

    class ChildC(AbstractBase, ExtraManager):
        # ...
        # Default manager is CustomManager, but OtherManager is
        # also available via the "extra_manager" attribute.
        pass

Note that while you can *define* a custom manager on the abstract model, you
can't *invoke* any methods using the abstract model. That is::

    ClassA.objects.do_something()

is legal, but::

    AbstractBase.objects.do_something()

will raise an exception. This is because managers are intended to encapsulate
logic for managing collections of objects. Since you can't have a collection of
abstract objects, it doesn't make sense to be managing them. If you have
functionality that applies to the abstract model, you should put that functionality
in a ``staticmethod`` or ``classmethod`` on the abstract model.

Implementation concerns
-----------------------

Whatever features you add to your custom ``Manager``, it must be
possible to make a shallow copy of a ``Manager`` instance; i.e., the
following code must work::

    >>> import copy
    >>> manager = MyManager()
    >>> my_copy = copy.copy(manager)

Django makes shallow copies of manager objects during certain queries;
if your Manager cannot be copied, those queries will fail.

This won't be an issue for most custom managers. If you are just
adding simple methods to your ``Manager``, it is unlikely that you
will inadvertently make instances of your ``Manager`` uncopyable.
However, if you're overriding ``__getattr__`` or some other private
method of your ``Manager`` object that controls object state, you
should ensure that you don't affect the ability of your ``Manager`` to
be copied.