doc/book/en/B120-migration.en.txt
author Sandrine Ribeau <sandrine.ribeau@logilab.fr>
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[doc] Does not keep mercurial forest as the only reference for path description.
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.. -*- coding: utf-8 -*-
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Migration
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=========
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One of the main concept in `CubicWeb` is to create incremental applications
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and for this purpose multiple actions are provided to facilitate the improvement
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of an application and in particular changes applied to the data model
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without loosing existing data.
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The current version of an application model is provided in the file
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`__pkginfo__.py` as a tuple of 3 integers.
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Migration scripts management
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----------------------------
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Migration scripts needs to be located in the directory `migration` of your
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application and nammed accordingly:
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::
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  <version n° X.Y.Z>[_<description>]_<mode>.py
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in which : 
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* X.Y.Z is the model version number to which the script enable to migrate
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* *mode* (between the last "_" and the extension ".py") indicates which part
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  of the application (RQL server, web server) the script applies to in case
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  of distributed installation. Its value could be :
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  * `common`, applies to the RQL server as well as the web server and updates
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    files on the hard drive (configuration files migration for example).
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  * `web`, applies only to the web server and updates files on the hard drive
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  * `repository`, applies only to the RQL server and updates files on the
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    hard drive
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  * `Any`, applies only to the RQL server and updates data in the database
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    (schema and data migration for example)
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Again in the directory `migration`, the file `depends.map` allows to indicate
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that to migrate to a particular model version, you always have to first migrate
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to a particular `CubicWeb` version. This file can contains comments (lines
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starting by `#`) and a dependancy is listed as follows: ::
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  <model version n° X.Y.Z> : <cubicweb version n° X.Y.Z>
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For example: ::
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  0.12.0: 2.26.0
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  0.13.0: 2.27.0
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  # 0.14 works with 2.27 <= erudi <= 2.28 at least
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  0.15.0: 2.28.0
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Base context
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------------
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The following identifiers are pre-defined in the migration scripts:
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* `config`, instance configuration
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* `interactive_mode`, boolean indicating that the script is executed in
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  an intercative mode or not 
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* `appltemplversion`, application model version of the instance
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* `applerudiversion`, cubicweb instance version
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* `templversion`, installed application model version
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* `erudiversion`, installed cubicweb version
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* `confirm(question)`, function interrogating the user and returning true
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  if the user answers yes, false otherwise (always returns true when in a
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  non-interactive mode)
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* `_`, function fonction equivalent to `unicode` allowing to flag the strings
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  to internationalize in the migration scripts
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In the `repository` scripts, the following identifiers are also defined:
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* `checkpoint`, request confirming and executing a "commit" at checking point
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* `repo_schema`, instance persisting schema (e.g. instance schema of the
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  current migration)
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* `newschema`, installed schema on the file system (e.g. schema of 
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  the updated model and erudi)
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* `sqlcursor`, SQL cursor for very rare cases where it is really
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   necessary or beneficial to go through the sql
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* `repo`, repository object
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Schema migration
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----------------
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The following functions for schema migration are available in the `repository`
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scripts:
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* `add_attribute(etype, attrname, attrtype=None, commit=True)`, adds a new
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  attribute to an existing entity type. If the attribute type is not specified, 
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  then it is extracted from the updated schema.
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* `drop_attribute(etype, attrname, commit=True)`, removes an attribute from an
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  existing entity type.
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* `rename_attribute(etype, oldname, newname, commit=True)`, rename an attribute
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* `add_entity_type(etype, auto=True, commit=True)`, adds a new entity type.
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  If `auto` is True, all the relations using this entity type and having a known
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  entity type on the other hand will automatically be added.
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* `drop_entity_type(etype, commit=True)`, removes an entity type and all the 
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  relations using it.
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* `rename_entity_type(oldname, newname, commit=True)`, renames an entity type
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* `add_relation_type(rtype, addrdef=True, commit=True)`, adds a new relation
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  type. If `addrdef` is True, all the relations definitions of this type will
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  be added.
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* `drop_relation_type(rtype, commit=True)`, removes a relation type and all the
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  definitions of this type.
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* `rename_relation(oldname, newname, commit=True)`, renames a relation.
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* `add_relation_definition(subjtype, rtype, objtype, commit=True)`, adds a new
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  relation definition.
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* `drop_relation_definition(subjtype, rtype, objtype, commit=True)`, removes
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  a relation definition.
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* `synchronize_permissions(ertype, commit=True)`, synchronizes permissions on
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  an entity type or relation type.
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* `synchronize_rschema(rtype, commit=True)`, synchronizes properties and permissions
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  on a relation type.
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* `synchronize_eschema(etype, commit=True)`, synchronizes properties and persmissions
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  on an entity type.
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* `synchronize_schema(commit=True)`, synchronizes the persisting schema with the
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  updated schema (but without adding or removing new entity types, relations types 
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  or even relations definitions).
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* `change_relation_props(subjtype, rtype, objtype, commit=True, **kwargs)`, changes
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  properties of a relation definition by using the nammed parameters of the properties
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  to change.
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* `set_widget(etype, rtype, widget, commit=True)`, changes the widget used for the
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  relation <rtype> of entity type <etype>.
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* `set_size_constraint(etype, rtype, size, commit=True)`, changes the size constraints
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  for the relation <rtype> of entity type <etype>.
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Data migration
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--------------
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The following functions for data migration are available in the `repository` scripts:
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* `rql(rql, kwargs=None, cachekey=None, ask_confirm=True)`, executes an arbitrary RQL
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  query, either to interrogate or update. A result set object is returned.  
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* `add_entity(etype, *args, **kwargs)`, adds a nes entity type of the given
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  type. The attributes and relations values are specified using the nammed and
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  positionned parameters.
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Workflow creation
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-----------------
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The following functions for workflow creation are available in the `repository`
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scripts:
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* `add_state(name, stateof, initial=False, commit=False, **kwargs)`, adds a new state
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  in the workflow.
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* `add_transition(name, transitionof, fromstates, tostate, requiredgroups=(), commit=False, **kwargs)`, 
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  adds a new transition in the workflow.
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You can find more details about workflows in the chapter :ref:`Workflow` .
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Configuration migration
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-----------------------
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The following functions for configuration migration are available in all the
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scripts:
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* `option_renamed(oldname, newname)`, indicates that an option has been renammed
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* `option_group_change(option, oldgroup, newgroup)`, indicates that an option does not
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  belong anymore to the same group.
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* `option_added(oldname, newname)`, indicates that an option has been added.
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* `option_removed(oldname, newname)`, indicates that an option has been deleted.
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Others migration functions
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--------------------------
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Those functions are only used for low level operations that could not be 
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accomplished otherwise or to repair damaged databases during interactive 
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session. They are available in the `repository` scripts:
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* `sqlexec(sql, args=None, ask_confirm=True)`, executes an arbitrary SQL query
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* `add_entity_type_table(etype, commit=True)`
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* `add_relation_type_table(rtype, commit=True)`
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* `uninline_relation(rtype, commit=True)`