Files
temporalio__skill-temporal-…/references/ruby/data-handling.md
Donald Pinckney d5c47df820 Add Ruby SDK support (#41)
* Add all Ruby SDK reference files (11 files, ~2100 lines)

Created complete Ruby reference documentation covering:
- ruby.md: Overview, quick start, key concepts, file organization
- patterns.md: Signals, queries, updates, child workflows, saga, cancellation, etc.
- determinism.md: Illegal call tracing, safe alternatives table
- determinism-protection.md: TracePoint, durable fiber scheduler, customization
- versioning.md: Patching API, type versioning, worker versioning
- testing.md: WorkflowEnvironment, mocking, replay, activity testing
- error-handling.md: ApplicationError, retries, timeouts, workflow failure
- data-handling.md: Data converter, ActiveModel, hints, search attributes
- observability.md: Logging, metrics, best practices
- gotchas.md: Common mistakes, illegal call tracing issues
- advanced-features.md: Schedules, async completion, worker tuning, Rails

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* Fix alignment issues in Ruby reference files

Self-review fixes:
- patterns.md: Remove non-existent `workflow_run` annotation; entry point
  is `def execute` (no annotation needed, unlike Python's @workflow.run)
- patterns.md: Remove conflicting manual query methods that duplicated
  workflow_query_attr_reader
- error-handling.md: Remove `await` keyword (doesn't exist in Ruby)
- gotchas.md: Replace TS-style CancellationScope with Ruby's
  Temporalio::Cancellation token-based detached cancellation
- data-handling.md: Replace homemade ActiveModel mixin with official SDK
  pattern using ActiveSupport::Concern + ActiveModel::Serializers::JSON
- data-handling.md: Fix list_workflows call signature (positional, not kw)
- ruby.md, gotchas.md: Fix require paths to use 'temporalio/activity'
  instead of 'temporalio/activity/definition'

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* Fix correctness issues in Ruby reference files

- patterns.md: Fix external workflow signal to use class method ref
  (TargetWorkflow.data_ready instead of TargetWorkflow, :data_ready)
- patterns.md: Add ? suffix to all_handlers_finished (Ruby boolean convention)
- ruby.md: Add 'default' namespace to Client.connect calls

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* Add Ruby to all language references in SKILL.md and core files

- SKILL.md: Add "Temporal Ruby" trigger phrase to description
- SKILL.md: Update Overview to list Ruby as supported language
- SKILL.md: Add Ruby entry to Getting Started guide
- core/determinism.md: Add Ruby SDK Protection Mechanism entry
  (Illegal Call Tracing via TracePoint + Durable Fiber Scheduler)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* Apply suggestions from code review

Co-authored-by: Bart de Water <118401830+bdewater-thatch@users.noreply.github.com>
Co-authored-by: Chris Olszewski <chrisdolszewski@gmail.com>

* Apply suggestions from code review

Co-authored-by: Bart de Water <118401830+bdewater-thatch@users.noreply.github.com>
Co-authored-by: Donald Pinckney <donald_pinckney@icloud.com>

* Apply suggestion from @chris-olszewski

Co-authored-by: Chris Olszewski <chrisdolszewski@gmail.com>

* copy over sample code

* Remove useless section, mention Mutex

* cleanup mutex mentions

* Clean up transitive NDE section

* Menial changes to align to python structure

* Add Workflow Init section to Ruby advanced-features

Document the workflow_init class method (Ruby's equivalent of Python's
@workflow.init) for initializing workflow state before signal/update
handlers run. Parallels the Python reference's Workflow Init section.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* Document graceful_shutdown_period in Ruby Worker Tuning

Add the graceful_shutdown_period worker option (Ruby's equivalent of
Python's graceful_shutdown_timeout) to the Worker Tuning section, with
an explanation of the worker shutdown sequence.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* Propagate cancellation in Ruby activity-error handling

Update the Handling Activity Errors example to re-raise when
Temporalio::Error.canceled? is true (Ruby's equivalent of Python's
is_cancelled_exception), so a canceled activity cancels the workflow
rather than failing it. Also clarify that only ApplicationError fails a
workflow; other exceptions only fail/retry the workflow task.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* Align Ruby Workflow Failure section to Python

Replace the workflow_failure_exception_type / worker-option examples
(misaligned with Python and already covered in advanced-features.md)
with Python's example of raising an ApplicationError to deliberately
fail a workflow. Add the terse note about not using non_retryable
inside a workflow.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* Add logger configuration to Ruby observability

Document configuring the logger via Client.connect (logger: kwarg),
which is used by both Temporalio::Workflow.logger and the activity
logger. Parallels Python's Customizing Logger Configuration section.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* Make Ruby Saga compensations cancellation-proof

Run saga compensations with a detached Temporalio::Cancellation so they
still execute when the workflow is canceled mid-saga. Previously they
used the workflow cancellation, which is already canceled at that point,
so the compensation activities would be canceled before starting. This
is the Ruby equivalent of Python's asyncio.shield.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* Document patched() memoization caveat in Ruby versioning

Note that Temporalio::Workflow.patched memoizes per patch ID, so it
can't be used reliably in loops; append a sequence number to the patch
ID per iteration. This behavior is shared with Python and .NET.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* Add default versioning behavior to Ruby worker versioning

Document configuring default_versioning_behavior on
Temporalio::Worker::DeploymentOptions, paralleling Python's Worker
Configuration with Default Behavior section.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* Fix worker versioning config API names in Ruby docs

The Configuring Workers for Versioning example used class/kwarg names
that don't exist in the SDK. Correct them to deployment_options:,
Temporalio::Worker::DeploymentOptions, and
Temporalio::WorkerDeploymentVersion, matching the actual API and the
Worker Configuration with Default Behavior example.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* Fix worker concurrency config in Ruby Worker Tuning

max_concurrent_workflow_tasks and max_concurrent_activities are not
valid Worker.new kwargs. Use the tuner: option with
Temporalio::Worker::Tuner.create_fixed(workflow_slots:, activity_slots:)
to control concurrent execution slots.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* Align Ruby Workflow Init title with Python

Rename the section to 'Workflow Init Decorator' to match the Python
reference's heading.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* Structure Ruby Metrics to match Python

Split the flat Metrics section into 'Enabling SDK Metrics' and
'Key SDK Metrics' subsections, matching the Python reference.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: Bart de Water <118401830+bdewater-thatch@users.noreply.github.com>
Co-authored-by: Chris Olszewski <chrisdolszewski@gmail.com>
2026-05-28 17:51:06 -04:00

3.9 KiB

Ruby SDK Data Handling

Overview

Data converters serialize and deserialize workflow/activity inputs and outputs. The Temporalio::Converters module provides the conversion pipeline.

Default Data Converter

The default converter handles types in this order:

  1. nil - null payload
  2. Bytes - String with ASCII_8BIT encoding
  3. Protobuf - objects implementing Google::Protobuf::MessageExts
  4. JSON - everything else, via Ruby's JSON module

Note: symbol keys become strings on deserialization. create_additions: true by default.

ActiveModel Integration

Use the ActiveModelJSONSupport mixin to make ActiveModel objects work with Temporal's JSON serialization:

module ActiveModelJSONSupport
  extend ActiveSupport::Concern
  include ActiveModel::Serializers::JSON

  included do
    def as_json(*)
      super.merge(::JSON.create_id => self.class.name)
    end

    def to_json(*args)
      as_json.to_json(*args)
    end

    def self.json_create(object)
      object = object.dup
      object.delete(::JSON.create_id)
      new(**object.symbolize_keys)
    end
  end
end

Include it in any ActiveModel class to make it serializable by Temporal:

class OrderInput
  include ActiveModel::Model
  include ActiveModelJSONSupport

  attr_accessor :order_id, :items, :total
end

Custom Data Conversion

converter = Temporalio::Converters::DataConverter.new(
  payload_converter: my_payload_converter,
  payload_codec: my_payload_codec,
  failure_converter: my_failure_converter
)

client = Temporalio::Client.connect(
  'localhost:7233',
  'default',
  data_converter: converter
)

Converter Hints

Ruby-specific feature for guiding deserialization to the correct type:

class MyWorkflow
  workflow_arg_hint MyClass
  workflow_result_hint MyClass

  workflow_update :my_update, arg_hints: [MyClass]

  def execute(input)
    # input is deserialized as MyClass
  end
end

Custom converters use these hints to know the target deserialization type.

Payload Encryption

Implement a PayloadCodec with encode and decode:

class EncryptionCodec
  def encode(payloads)
    payloads.map { |p| encrypt(p) }
  end

  def decode(payloads)
    payloads.map { |p| decrypt(p) }
  end

  private

  def encrypt(payload)
    # encryption logic
  end

  def decrypt(payload)
    # decryption logic
  end
end

converter = Temporalio::Converters::DataConverter.new(
  payload_codec: EncryptionCodec.new
)

Search Attributes

Define a search attribute key:

key = Temporalio::SearchAttributes::Key.new(
  'CustomerId',
  Temporalio::SearchAttributes::IndexedValueType::KEYWORD
)

Set at workflow start:

client.start_workflow(
  MyWorkflow,
  'arg',
  id: 'wf-1',
  task_queue: 'my-queue',
  search_attributes: Temporalio::SearchAttributes.new({ key => 'customer-123' })
)

Upsert from a workflow:

Temporalio::Workflow.upsert_search_attributes({ key => 'new-value' })

Querying Workflows by Search Attributes

client.list_workflows("CustomerId = 'customer-123'")

Workflow Memo

Set at workflow start:

client.start_workflow(
  MyWorkflow,
  'arg',
  id: 'wf-1',
  task_queue: 'my-queue',
  memo: { 'region' => 'us-east', 'priority' => 'high' }
)

Read from within a workflow:

region = Temporalio::Workflow.memo['region']

Deterministic APIs for Values

Use these instead of standard Ruby equivalents inside workflows:

Temporalio::Workflow.uuid       # deterministic UUID
Temporalio::Workflow.random     # deterministic random number
Temporalio::Workflow.now        # deterministic current time

Best Practices

  • Use dedicated model classes for Temporal data, not ActiveRecord models.
  • Keep payloads small; store large data externally and pass references.
  • Encrypt sensitive data with a PayloadCodec.
  • Use Temporalio::Workflow.uuid, .random, and .now inside workflows for determinism.