Roy Tang

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I’ve been testing migrating one of our systems to Marklogic 9 and using the Optics API.

One of our functions involves grouping claims by member_id, member_name and getting the sums and counts, so I did something like this:

var results = op.fromView('test', 'claims')
  .groupBy(['member_id', 'member_name'], [
         op.count('num_claims', 'claim_no'),
         op.sum('total_amount', 'claim_amount')
         ])
  .orderBy(op.desc('total_amount'))
  .limit(200)
  .result()
  .toArray();

Above works fine. The results are of the form

[
  { 
    member_id: 1, 
    member_name: 'Bob', 
    num_claims: 10, 
    total_amount: 500
  }, 
  ...
]

However, we also have a field “company”, where each claim is filed under a different company. Basically the relevant view columns are claim_no, member_id, member_name, company, claim_amount

I would like to be able to show a column that list the different companies for which the member_id/member_name has filed claims, and how many claims for each company.

i.e. I want my results to be something like:

[
  { 
    member_id: 1, 
    member_name: 'Bob', 
    num_claims: 10, 
    total_amount: 500,
    companies: [
      {
        company: 'Ajax Co',
        num_claims: 8
      },
      {
        company: 'Side Gig',
        num_claims: 2
      }
    ]
  }, 
  ...
]

I tried something like this:

results = results.map((member, index, array) => {
  var companies = op.fromView('test', 'claims')
    .where(op.eq(op.col('member_id'), member.member_id))
    .groupBy('company', [
      op.count('num_claims', 'claim_no')      
    ])
    .result()
    .toArray();
  member.companies = companies;
  return member;
});

And the output seems correct, but it also executes quite slowly - almost a minute (total number of claim documents is around 120k)

In our previous ML8 implementation, we were pre-generating summary documents for each member - so retrieval was reasonably fast with the downside that whenever we got a bunch of new data, all of the summary documents had to be re-generated. I was hoping that ML9’s optic API would make it easier to do the retrieval/grouping/aggregates on the fly so we wouldn’t have to do that.

In theory, I could just add company to the groupBy fields, then merge the rows in the result query as needed. But the problem with that approach is that I can’t guarantee I’ll get the top 200 by total amount (as was my original query)

So, the question is: Is there a better way of doing this with a reasonable execution time? Or should I just stick to pre-generating the summary documents?

Comments

Could you share some sample data to assist with testing?

If I’m understanding correctly, you should be able to implement that with a single Optic query that groups twice.

  • The first group should aggregate to the company level
  • The second group should aggregate to the member level, collecting the detail with the array aggregate

The query would probably look something like the following:

const results =
  op.fromView('test', 'claims')
    .groupBy(['member_id', 'company'], [
        'member_name',
        op.count('company_claims', 'claim_no'),
        op.sum('company_amount', 'claim_amount')
        ])
    .select(['member_id',
        'member_name',
        'company_claims',
        'company_amount',
        op.as('company_desc', op.jsonObject([
                op.prop('company',    op.col('company')),
                op.prop('num_claims', op.col('company_claims'))
                ]))
        ])
    .groupBy(['member_id'], [
        'member_name',
        op.sum('num_claims',   'company_claims'),
        op.sum('total_amount', 'company_amount'),
        op.arrayAggregate('companies', 'company_desc')
        ])
    .orderBy(op.desc('total_amount'))
    .limit(200)
    .result()
    .toArray();

By the way, if you specify a column in the aggregates list, it is sampled. Where the column has the same value for the entire group (which I presume is the case with “member_name”), you can sample it instead of specifying it as an additional grouping key.

Also, in modern JavaScript var is usually avoided in favor of const or let.

Hoping that helps,