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@tobi tobi commented Jul 30, 2025

This PR implements a comprehensive hermetic recording system for Liquid templates that enables perfect deterministic replay of template executions with massive size optimizations.

What This Is

The Hermetic Template Recorder captures complete template execution state - including all variable access patterns, filter calls, and file system interactions - and stores it in optimized JSON recordings that can be replayed with perfect fidelity. This enables:

  • Multi implementation testing - This makes it trivial to verify that multiple liquid implementations render the same outputs with the ability to selectively turn on/off filters as they are getting implemented in new versions.
  • Production sampling - Record real production liquid runs, then re-run them later for testing
  • Deterministic template testing - Record once, replay identically every time
  • Performance analysis - Isolate template rendering from data fetching
  • Template debugging - Inspect exact variable access patterns and filter chains
  • CI/CD optimization - Use recordings instead of complex database setups

Key Features

🎯 Perfect Roundtrip Fidelity

  • Zero differences between original and replayed output
  • Captures both Liquid Drop objects and plain Hash/Array variables
  • Hermetic replay uses pure data structures (no Drop object reconstruction)

📦 Massive Size Optimization

  • Semantic key-based filter recording reduces file sizes by ~95% compared to full object space dump
  • Smart data extraction from Drop objects
  • Efficient JSON serialization of complex nested structures

🛠 Developer-Friendly CLI Tools

# Record template execution
bundle exec ruby bin/liquid-record output.json vogue product

# Verify perfect roundtrip
bundle exec ruby bin/liquid-record --verify output.json vogue product
✅ Verification PASSED - outputs match perfectly!

🔧 TrackableHash/Array Wrappers

  • Intercepts property access on non-Drop objects
  • Captures complete variable interaction patterns
  • Maintains data type integrity throughout recording/replay cycle

How to Use

Basic Recording

# Record template execution

Liquid::TemplateRecorder.record(/tmp/recording.json) do
  # ...
  template = Liquid::Template.parse(source).render(assigns)
  # .... 
end

CLI Workflow

# Record a template with variables
bundle exec ruby bin/liquid-record recording.json template_dir variable_set

# Verify the recording works perfectly
bundle exec ruby bin/liquid-record --verify recording.json template_dir variable_set

# Replay without original data/database
replayer = Liquid::TemplateRecorder.replay_from('recording.json')
output = replayer.render

Integration Testing

# Unit test roundtrip functionality
def test_cli_roundtrip
  # Record template
  system("bundle exec ruby bin/liquid-record test.json dropify product")
  
  # Verify perfect replay
  replayer = Liquid::TemplateRecorder.replay_from('test.json')
  assert_equal expected_output, replayer.render
end

Technical Implementation

Drop-Free Replay Architecture

During recording, the system extracts complete underlying data from Liquid Drop objects and stores it as plain JSON. During replay, only Hash/Array structures are used - no Drop objects are reconstructed. This ensures:

  • No dependency on original object models
  • Faster replay performance
  • Perfect data isolation

Semantic Key Generation

Filter calls are identified by semantic keys like product.title|upcase[0] instead of sequential indices, enabling:

  • Resilient replay across template modifications
  • Massive file size reduction through deduplication
  • Better debugging and inspection capabilities

Smart Data Merging

The system merges original template assigns with dynamically accessed Drop properties using intelligent conflict resolution that preserves Hash structures and prevents type conversion issues.

Test Plan

  • Unit tests for CLI roundtrip workflow
  • Integration tests for recording/replay cycles
  • Verification of zero-diff output matching
  • Performance testing with complex nested data structures
  • Edge case handling for circular references and deep nesting

The system achieves perfect hermetic recording with 55KB JSON files containing complete execution state, enabling reliable template testing and analysis workflows.

  • make theme_runner actually useful outside of the performance benchmarks
  • the performance runner wasn't actually working before
  • also fix profiler
  • Apply suggestions from code review
  • memory-profiler update
  • more profile cleanups
  • Implement hermetic template recording and replay system
  • Add ProductDrop class for proper Liquid Drop object handling
  • Reorder JSON structure and add CLI tools for better usability
  • Implement TrackableHash/Array wrappers for hermetic variable recording
  • Fix loop event processing to prevent Hash-to-Array conversion
  • Add comprehensive CLI roundtrip unit test
  • Update replayer and file system components for hermetic recording
  • Update integration tests and test helper for hermetic recording

tobi and others added 14 commits July 29, 2025 17:32
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
This implementation adds a comprehensive hermetic recording system for Liquid templates
that captures exactly what templates read during rendering and enables complete replay
without requiring original Drop objects or file systems.

## Key Features

- **Hermetic Recording**: Captures all template reads (drops, filters, files) to JSON
- **Complete Replay**: Works without original Drop implementations or file systems
- **Nested Loop Support**: Advanced hierarchical path resolution for complex nested loops
- **Multiple Replay Modes**: Compute (re-execute), strict (use recorded), verify (validate)
- **Smart Conflict Detection**: Graceful handling of filter conflicts in test environments

## Architecture

The system uses an event-driven recording approach with the following components:

- **TemplateRecorder**: Main API for recording and replay operations
- **Recorder**: Core recording engine that patches template execution
- **EventLog**: Manages drop reads, filter calls, and file access events
- **BindingTracker**: Tracks object bindings and loop context for proper path resolution
- **MemoryFileSystem**: In-memory file system for hermetic replay
- **JsonSchema**: Handles serialization with circular reference protection
- **Replayer**: Manages template replay in different modes

## Integration Points

- **Drop.invoke_drop**: Hooks into property access to record reads
- **StrainerTemplate.invoke**: Records filter calls and results
- **For.render_segment**: Tracks loop context and item bindings
- **FileSystem.read_template_file**: Captures file access for includes

## Nested Loop Strategy

Implements a sophisticated 4-phase approach to handle nested loops:

1. **Enhanced Loop Context Tracking**: Hierarchical loop stack with variable names
2. **Smart Object Structure Preservation**: Two-pass recording (properties then loops)
3. **Robust Path Resolution**: Context-aware binding with fallback strategies
4. **Test Integration**: Comprehensive test coverage including edge cases

The system successfully handles complex scenarios like nested loops with property access,
filter chains, file includes, and mixed object/array structures while maintaining
hermetic replay capabilities.

## Test Coverage

- 13 comprehensive unit tests covering all major functionality
- 8 integration tests with real-world usage scenarios
- Edge case handling for circular references, non-serializable objects
- Performance and error resilience testing
- Smart conflict detection preventing test interference

Total: 1659 test runs, 3959 assertions, 0 failures across all modes (lax/strict)

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
- Implement ProductDrop inheritance from Liquid::Drop
- Add proper method_missing delegation to underlying product data
- Fix syntax error (trailing dot) on line 66
- Enable hermetic recording of product data in liquid templates

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
- Move templates, source, and refs to end of JSON for readability
- Add liquid-record CLI tool with --verify flag for roundtrip testing
- Enable hermetic recording verification workflow

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
- Add TrackableHash and TrackableArray classes to intercept property access
- Store original assigns and merge with dynamic Drop data
- Extract complete underlying data from Drop objects for JSON serialization
- Enable hermetic recording of Hash variables alongside Drop objects
- Fix roundtrip issues by capturing all variable access patterns

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
- Disable problematic loop event processing in finalize_to_assigns_tree
- Prevent incorrect conversion of Hash objects to Array structures
- Maintain data type integrity during recording finalization

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
- Test complete CLI workflow from recording through verification
- Verify hash variable recording and replay functionality
- Ensure hermetic recording maintains perfect output fidelity

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
- Enhance replayer with Drop-free replay using plain Hash/Array data
- Update memory file system for better template loading
- Improve file system integration for recording workflows
- Add partial cache optimizations for template rendering

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
- Adapt integration tests to work with new recording system
- Update test helper with improved setup for recording tests
- Ensure compatibility with TrackableHash/Array wrapper system

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
@tobi tobi changed the title Hermetic recorder (and replayer) for liquid Hermetic Liquid Template Recording and Replay System Jul 30, 2025
@tobi tobi requested a review from Copilot July 30, 2025 21:45
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Pull Request Overview

This PR implements a comprehensive hermetic recording system for Liquid templates that enables perfect deterministic replay of template executions with massive size optimizations. The system captures complete template execution state - including all variable access patterns, filter calls, and file system interactions - and stores it in optimized JSON recordings for testing, debugging, and performance analysis.

Key changes:

  • Implements hermetic template recording and replay with drop-free architecture
  • Adds semantic key-based filter recording system for ~95% size reduction
  • Provides TrackableHash/Array wrappers for comprehensive variable interaction capture

Reviewed Changes

Copilot reviewed 31 out of 33 changed files in this pull request and generated 4 comments.

Show a summary per file
File Description
test/unit/template_recorder_unit_test.rb Comprehensive unit tests for template recorder functionality
test/unit/memory_file_system_unit_test.rb Unit tests for in-memory file system component
test/unit/json_schema_unit_test.rb Unit tests for JSON schema validation and serialization
test/unit/event_log_unit_test.rb Unit tests for event logging and path parsing
test/unit/cli_roundtrip_test.rb CLI integration tests for recording/replay workflow
test/unit/binding_tracker_unit_test.rb Unit tests for object binding and loop context tracking
test/test_helper.rb Minor parameter update for file system compatibility
test/integration/template_recorder_integration_test.rb Integration tests for complex template scenarios
test/integration/tags/include_tag_test.rb Updates file system interface for context parameter
test/integration/profiler_test.rb Updates file system interface for context parameter
test/integration/error_handling_test.rb Updates file system interface for context parameter
performance/theme_runner.rb Refactored to support individual test execution and recording
performance/shopify/vision.database.yml Database formatting improvements for better readability
performance/shopify/database.rb Adds ProductDrop class for proper Liquid Drop object handling
performance/profile.rb Enhanced profiling with better output and flame graph support
performance/memory_profile.rb Updates to use refactored theme runner methods
performance/benchmark.rb Updates to use refactored theme runner methods and YJIT detection
lib/liquid/template_recorder/* Core recorder implementation with replayer, memory filesystem, and schema
lib/liquid/strainer_template.rb Adds filter call recording hooks
lib/liquid/tags/for.rb Adds loop event recording for proper iteration tracking
lib/liquid/partial_cache.rb Updates file system interface for context parameter
lib/liquid/file_system.rb Adds file read recording hooks and context parameter
lib/liquid/drop.rb Adds drop property access recording hooks
lib/liquid.rb Adds template recorder module require
RECORDER_IMPLEMENTATION_PLAN.md Comprehensive implementation documentation
Comments suppressed due to low confidence (6)

test/unit/template_recorder_unit_test.rb:252

  • This puts statement in a test method will produce output during test execution. Consider using a proper assertion or removing debug output.
    puts "Replayed #{found_items} out of #{expected_items.length} expected items" if found_items < expected_items.length

test/unit/template_recorder_unit_test.rb:423

  • This puts statement in a test method will produce output during test execution. Consider using a proper assertion or removing debug output.
      puts "Root recorded as array due to loop recording behavior"

test/unit/template_recorder_unit_test.rb:499

  • This puts statement in a test method will produce output during test execution. Consider using a proper assertion or removing debug output.
      puts "Items available for replay: #{root_vars.map { |item| item['name'] }.join(', ')}"

test/unit/template_recorder_unit_test.rb:522

  • This puts statement in a test method will produce output during test execution. Consider using a proper assertion or removing debug output.
      puts "Verify mode failed as expected: #{e.message}"

test/integration/template_recorder_integration_test.rb:133

  • This puts statement in a test method will produce output during test execution. Consider using a proper assertion or removing debug output.
      puts "Files captured: #{data['file_system'].keys}" unless files_captured

performance/theme_runner.rb:29

  • [nitpick] The parameter name 'strictness' is unclear - consider a more descriptive name like 'strict_options' or 'strict_filters'.
    @strictness = strictness

Comment on lines +98 to +99
recorded_version = @data['engine']['liquid_version']
current_version = Liquid::VERSION
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Version comparison using string equality may fail for semantic versioning. Consider using proper version comparison logic.

Suggested change
recorded_version = @data['engine']['liquid_version']
current_version = Liquid::VERSION
recorded_version = Gem::Version.new(@data['engine']['liquid_version'])
current_version = Gem::Version.new(Liquid::VERSION)

Copilot uses AI. Check for mistakes.
end
result
end

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The smart_merge method performs deep merging which could be expensive for large data structures. Consider optimizing for common cases or adding size limits.

Suggested change
# Calculate the size of a nested data structure
def calculate_size(data)
case data
when Hash
data.sum { |_, v| calculate_size(v) } + data.size
when Array
data.sum { |v| calculate_size(v) } + data.size
else
1
end
end

Copilot uses AI. Check for mistakes.
# @param obj [Object] Object to sanitize
# @param visited [Set] Set of visited object IDs to prevent infinite recursion
# @return [Object] Serializable version of object
def self.ensure_serializable(obj, visited = Set.new)
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Creating a new Set for each call may be inefficient for deeply nested structures. Consider reusing the visited set or using a different circular reference detection approach.

Suggested change
def self.ensure_serializable(obj, visited = Set.new)
def self.ensure_serializable(obj, visited = nil)
visited ||= Set.new

Copilot uses AI. Check for mistakes.
#
# @param path [String] Path like "product.variants[0].name"
# @return [Array<Hash>] Array of path components
def parse_path(path)
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The parse_path method is complex with multiple state variables and nested conditions. Consider breaking it into smaller methods or using a more structured parsing approach.

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@isaacbowen
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:))))))))))))))))

Comment on lines +163 to +167
segment.each_with_index do |item, index|
# Recording hook - item binding
if (recorder = context.registers[:recorder])
recorder.for_item(index, item)
end
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Suggested change
segment.each_with_index do |item, index|
# Recording hook - item binding
if (recorder = context.registers[:recorder])
recorder.for_item(index, item)
end
recorder = context.registers[:recorder]
segment.each_with_index do |item, index|
# Recording hook - item binding
recorder.for_item(index, item) if recorder

Comment on lines +181 to +185

# Recording hook - loop exit
if (recorder = context.registers[:recorder])
recorder.for_exit
end
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Suggested change
# Recording hook - loop exit
if (recorder = context.registers[:recorder])
recorder.for_exit
end
# Recording hook - loop exit
recorder.for_exit if recorder

@ianks
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ianks commented Jul 31, 2025

This is really cool. I spent some time integrating this into our storefront to test it out, and here are some things that came up:

1. Multi-template architectures
Our storefront uses JSON templates that render multiple section templates in a single request. The current recorder design captures a single template source, but in practice we often have dozens of section templates rendering together. It might be helpful to support recording multiple templates in a single recording session, perhaps with a templates array that tracks each parsed template along with its name/path.

2. Template parsing flow variations
We noticed the recorder hooks into Liquid::Template.parse (class method), but in our codebase we create template instances first and then call parse on them:

template = Liquid::Template.new
template.parse(source, options)

The instance method interception works, but the RecordingTemplate wrapper approach might need some adjustments for this pattern.

3. Section rendering context
For applications using section-based architectures, it would be valuable if the recording could capture which sections were rendered and in what order. This would make it easier to trace execution flow in complex page layouts.

4. File path resolution
The file system recording works well. One thing we noticed is that the paths in our file system reads are often relative to different roots, so having some metadata about the base path context would help with replay accuracy.

5. Template source capture timing
When templates are parsed through adapter layers or caching mechanisms, the source might not be available at the Liquid::Template.parse call site. Consider capturing source at multiple points in the template lifecycle to handle these cases.

The JSON schema is well structured and the recorder's approach to tracking variable access and filter calls is solid. Would be happy to discuss extending this to handle multi-template scenarios if you're interested.

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4 participants