Index: openacs-4/packages/acs-core-docs/www/parties.html =================================================================== RCS file: /usr/local/cvsroot/openacs-4/packages/acs-core-docs/www/parties.html,v diff -u -r1.42 -r1.43 --- openacs-4/packages/acs-core-docs/www/parties.html 17 Jul 2006 05:38:31 -0000 1.42 +++ openacs-4/packages/acs-core-docs/www/parties.html 5 Aug 2006 05:18:20 -0000 1.43 @@ -3,26 +3,28 @@ by OpenACS documentation staff.

Introduction

While many applications must deal with individuals and many applications must deal with groups, most applications must deal with individuals -or groups. It is often the case with such applications that in many -respects both individuals and groups are treated in an identical manner. It -is this latter class of application that makes it extremely useful to model -individuals and groups as specializations of one supertype. This concept is -so commonly used throughout human language and thought that we don't even -need to invent for it some bizarre and specialized terminology. This -supertype is called a "party".

A classic example use of the "party" supertype is evident -in a common address book. A typical person's address book might contain -the address of his doctor, and his cable company. So what do we label the -first field in an entry in his address book? It isn't a person, and it -isn't a company. It is a "party".

The Data Model

Most developers who do significant work with the OpenACS will become -intimately familiar with the parties data model, and probably extend it on -many occasions. For this reason the parties developer guide will begin with -an introduction to the data model.

Parties

The central table in the parties data model is the parties table itself. +or groups. It is often the case with such +applications that + both individuals and groups are treated identically. Modelling +individuals and groups as specializations of one supertype is a +practical way to manage both. This concept is +so mundane that there is +no need to invent special terminology. This +supertype is called a "party".

A classic example of the "party" supertype is evident +in address books. A typical address book might contain +the address of a doctor, grocery store, and friend. The +first field in an entry in the address book is not labeled a person or +company, but a "party". +

The Data Model

The parties developer guide begins with +an introduction to the parties data model, since OpenACS +community applications likely require using it in some way.

Parties

The central table in the parties data model is the parties table itself. Every party has exactly one row in this table. Every party has an optional unique email address and an optional url. A party is an acs object, so -permissions may granted and revoked on parties and auditing information is +permissions may be granted and revoked on parties and auditing information is stored in the acs objects table.

 
-create table parties (
+
+create table parties (
     party_id    not null
             constraint parties_party_id_fk references
             acs_objects (object_id)
@@ -33,17 +35,21 @@
 );
 
 
-

There are two tables that extend the parties table. One is the persons -table and one is the groups table. A row in the persons table represents the -most basic form of individual that is modeled by the parties data model. A -row in the groups table represents the most basic form of an aggregation of -individuals that is represented.

Persons

If a party is an individual then there will be a row in the persons table -containing first_names and last_name for that individual. Note that the -primary key of the persons table (person_id) references the primary key of -the parties table (party_id). This guarantees that if there is a row in the -persons table then there must be a corresponding row in the parties table. -Also note that an individual need not be known to the system as a user. A -user is in fact a further specialized form of an individual.

+

The persons and +groups tables extend the +parties table. A row in the persons table represents the +most generic form of individual modeled. An individual need not be known to the system as a user. A +user is a further specialized form of an individual (discussed later). A +row in the groups table represents the most generic form of group +modeled, where a group is an aggregation of zero or more +individuals.

Persons

If a party is an individual then there will be a row in the persons table +containing first_names and +last_name + for that individual. The +primary key of the persons table (person_id) references the primary key of +the parties table (party_id), so that there is a corresponding row in the +parties table when there is a row in the persons table. +

 
 create table persons (
     person_id   not null
@@ -55,21 +61,24 @@
 );
 
 
-

Users

The users table is an even more specialized form of an individual. A row -in the users table represents an individual that has login access to the -system. Note that the primary key of the users table references the primary -key of the persons table. Once again this guarantees that if there is a row -in the users table then there must be a row in the persons table and a row in -the parties table.

One of the interesting benefits of decomposing all the information +

Users

The users table is a more +specialized form of persons table. A row +in users table represents an individual that has login access to the +system. The primary key of the users table references the primary +key of the persons table. This guarantees that if there is a row +in users table then there must be a +corresponding row in persons +and parties tables.

Decomposing all the information associated with a user into the four tables (acs_objects, parties, persons, -users) is that it is now possible to "nuke" a user from a live -system by removing his entry from the users table, but leaving the rest of -his information present (i.e. turning him from a user into a person). This is -because wherever possible the OpenACS data model references the persons or -parties table, not the users table. If this feature is -desired when extending the system, then the developers should be careful to -only references the users table in situations where it is clear that the -references is to a user and not to an individual.

+users) has some immediate benefits.  For instance, it is possible to remove access to a user from a live
+system by removing his entry from the users table, while leaving the rest of
+his information present (i.e. turning him from a user into a
+person).

Wherever possible the OpenACS data model references the persons or +parties table, not the users table. +Developers should be careful to +only reference the users table in situations where it is clear that the +reference is to a user for all cases and not to any other individual +for any case.

 
 create table users (
     user_id         not null
@@ -99,11 +108,10 @@
 
 
 

Groups

The final piece of the parties data model is the groups data model. A -group is a specialization of a party that represents an aggregation of other +group is a specialization of a party that represents an aggregation of +zero or more other parties. The only extra information directly associated with a group (beyond -that in the parties table) is the name of the group. As you might guess there -is another piece to the groups data model that records relations between -parties and groups.

+that in the parties table) is the name of the group:

 
 create table groups (
     group_id    not null
@@ -114,32 +122,52 @@
 );
 
 
-

Group Relations

One surprise here is that there are actually two relations involved. One -is the normal membership relation between parties and groups. A party may be -a "member" of a group. The other relation is a composition -relation between two groups. To fully understand why two relations are -necessary, and the situations in which each is appropriate, let's -consider an example. Greenpeace is an organization that can have as members -both individuals and organizations. Hence the membership relation between -groups and parties. But just because you are a member of an -organization that is a member of Greenpeace, that doesn't make you a -member of Greenpeace, i.e., membership is not transitive with respect to -itself. Now let's consider a multinational corporation. This corporation -might have a U.S. division and a European division. A member of either the -U.S. or European division is automatically a member of the company. In this -situation the U.S. and European divisions are "components" of -the company, i.e., membership is transitive with respect to -composition. Having a membership relation between groups and parties, and -having a composition relation between groups and groups allows us to easily -model the full range of sophisticated group structures that exist in the real -world.

Group Membership

Group memberships can be created and manipulated using the membership_rel -package. Note that you can only create one membership object for a given -group, party pair. Because of composition, it is possible in some +

+There is another piece to the groups data model that records relations between +parties and groups. +

Group Relations

Two types of group relations are represented in the data model: +membership relations and composite relations. +The full range of sophisticated group structures that exist in the real +world can be modelled in OpenACS by these two relationship types.

Membership relations represent direct membership relation between parties and groups. A party may be +a "member" of a group. Direct membership relations are +common in administrative practices, and do not follow basic set +theory rules. If A is a member of B, and B is a member of C, A is +not a member of C. Membership relations are not transitive. +

Composition relation represents composite relation +between two groups. Composite relation is +transitive. That is, it works like +memberships in set theory. If A is a member of B, and B is a member of +C, then A is a member of C. +

+For example, consider the membership relations of Greenpeace, and +composite relations of a multinational corporation. Greenpeace, an +organization (ie. group), can have both individuals and organizations +(other groups) as members. Hence the membership relation between +groups and parties. However, someone is not +a member of Greenpeace just because they are a member of a +group that is a member of Greenpeace. Now, consider a multinational +corporation (MC) that has a U.S. division and a Eurasian division. A member of either the +U.S. or Eurasian division is automatically a member of the MC. In this +situation the U.S. and Eurasian divisions are "components" of +the MC, i.e., membership is transitive with respect to +composition. Furthermore, a member of a European (or other) office of the MC +is automatically a member of the MC. +

Group Membership

Group memberships can be created and manipulated using the membership_rel +package. Only one membership object can be created for a given +group, party pair. +

+It is possible in some circumstances to make someone a member of a group of which they are already a -member. This is because there is a distinction between direct membership and -indirect membership (membership via some component or sub component).

+member. That is because the model distinguishes between direct membership and
+indirect membership (membership via some composite relationship).
+For example, a person might be listed in a system as both an
+individual (direct membership) and a
+member of a household (indirect membership) at a video rental store.
+

 
-create or replace package membership_rel
+
+# sql code
+create or replace package membership_rel
 as
 
   function new (
@@ -183,13 +211,15 @@
 
 

Group Composition

Composition relations can be created or destroyed using the composition_rel package. The only restriction on compositions is that there -cannot be a cycle, i.e., a group cannot be a component of itself either -directly or indirectly. This constraint is maintained for you by the API, but -if you don't want users seeing some random PL/SQL error message, it is a -good idea to not give them the option to create a composition relation that -would result in a cycle.

+cannot be a reference loop, i.e., a group cannot be a component of itself either
+directly or indirectly. This constraint is maintained for you by the API. 
+So users do not see some random PL/SQL error message, 
+do not give them the option to create a composition relation that
+would result in a circular reference.

 
-create or replace package composition_rel
+
+# sql code
+create or replace package composition_rel
 as
 
   function new (
@@ -210,61 +240,64 @@
 show errors
 
 
-

Views

The data model described above does a reasonable job of representing many +

Views

The parties data model does a reasonable job of representing many of the situations one is likely to encounter when modeling organizational -structures, but we still need to be able to efficiently answer questions like +structures. We still need to be able to efficiently answer questions like "what members are in this group and all of its components?", and "of what groups is this party a member either directly or indirectly?". Composition relations allow you to describe an arbitrary Directed Acyclic Graph (DAG) between a group and its components. For these reasons the party system provides a bunch of views that take advantage of the internal representation of group relations to answer questions like these -very quickly.

This view returns all the subcomponents of a group including components of -sub components and so forth. The container_id column is the group_id of the -group in which component_id is directly contained. This allows you to easily +very quickly.

The group_component_map + view returns all the subcomponents of a group including components of +sub components and so forth. The container_id column is the group_id of the +group in which component_id is directly contained. This allows you to easily distinguish whether a component is a direct component or an indirect -component. (If a component is a direct component then group_id will be equal -to container_id.) You can think of this view as having a primary key of -group_id, component_id, and container_id. The rel_id column points to the row -in acs_rels that contains the relation object that relates component_id to -container_id. The rel_id might be useful for retrieving or updating standard +component. If a component is a direct component then group_id will be equal +to container_id. You can think of this view as having a primary key of +group_id, component_id, and container_id. The rel_id column points to the row +in acs_rels table that contains the relation object that relates component_id to +container_id. The rel_id might be useful for retrieving or updating standard auditing info for the relation.

 
 create or replace view group_component_map
 as select group_id, component_id, container_id, rel_id
 ...
 
 
-

This is similar to group_component_map except for membership relations. -Note that this view will return all membership relations regardless of -membership state.

+

The group_member_map view is similar to group_component_map except for membership relations. +This view returns all membership relations regardless of membership state.

 
 create or replace view group_member_map
 as select group_id, member_id, container_id, rel_id
 ...
 
 
-

The group_approved_member_map is the same as the group_member_map except +

The group_approved_member_map +view is the same as group_member_map except it only returns entries that relate to approved members.

 
 create or replace view group_approved_member_map
 as select group_id, member_id, container_id, rel_id
 ...
 
 
-

This view is useful if you don't care about the distinction between -direct membership and indirect membership. It simply returns all members of a -group including members of components. (It is the transitive closure.)

+

The group_distinct_member_map +view is a +useful view if you do not care about the distinction between +direct membership and indirect membership. It returns all members of a +group including members of components --the transitive closure.

 
 create or replace view group_distinct_member_map
 as select group_id, member_id
 ...
 
 
-

This view is the same as group_distinct_member_map, except it includes the -identity mapping. In other words it maps from a party to the fully expanded +

The party_member_map view is the same as group_distinct_member_map, except it includes the +identity mapping. It maps from a party to the fully expanded list of parties represented by that party including the party itself. So if a -party is an individual this view will have exactly one mapping that is from +party is an individual, this view will have exactly one mapping that is from that party to itself. If a view is a group containing three individuals, this view will have four rows for that party, one for each member, and one from the party to itself.

@@ -274,35 +307,35 @@
 ...
 
 
-

This view is the same as above except that when it expands groups, it only +

The party_approved_member_map view is the same as party_member_map except that when it expands groups, it only pays attention to approved members.

 
 create or replace view party_approved_member_map
 as select party_id, member_id
 ...
 
 
-

Extending The Parties Data Model

As is, the parties data model can represent some fairly sophisticated real -world situations, and a lot of work has been put into making this efficient, -but it is foolish to assume that this data model is sufficient for every -application. It therefore seems likely that developers will want to extend -the parties data model in a number of ways. This section will describe some -of the more common ways.

Specializing Users

It is conceivable that some applications will want to collect more -detailed information for people using the system. If it is the case that +

Extending The Parties Data Model

The parties data model can represent some fairly sophisticated real +world situations. Still, it would be foolish to assume that this data +model is sufficiently efficient for every +application. This section describes some +of the more common ways to extend the parties data model.

Specializing Users

Some applications will want to collect more +detailed information for people using the system. If there can be only one such piece of information per user, then it might make sense to create another type of individual that is a further specialization -of a user. For example a MENSA community web site might want to record IQs +of a user. For example a Chess Club community web site might want to record +the most recent score for each user. In a situation like this it would be appropriate to create a -subtype of users, say mensa_users. This child table of the users table would +subtype of users, say chess_club_users. This child table of the users table would have a primary key that references the users table, thereby guaranteeing that -each row in the mensa_users table has a corresponding row in each of the +each row in the chess_club_users table has a corresponding row in each of the users, persons, parties, and acs_objects tables. This child table could then -store any extra information relevant to the MENSA community.

Specializing Groups

If one were to build an intranet application on top of the party +store any extra information relevant to the Chess Club community.

Specializing Groups

If one were to build an intranet application on top of the party system, it is likely that one would want to take advantage of the systems efficient representation of sophisticated organizational structures, but there would be much more specialized information associated with each group. In this case it would make sense to specialize the group party type into a -company party type in the same manner as above.

Specializing Membership Relations

The final portion of the parties data model that is designed to be +company party type in the same manner as Specializing Users.

Specializing Membership Relations

The final portion of the parties data model that is designed to be extended is the membership relationship. Consider the intranet example again. It is likely that a membership in a company would have more information associated with it than a membership in an ordinary group. An obvious example