doc/book/en/B0012-schema-definition.en.txt
author Sandrine Ribeau <sandrine.ribeau@logilab.fr>
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[doc] Explicitely name the module in which we define schema to distinguish it from entities.
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.. -*- coding: utf-8 -*-
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Entity type definition
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----------------------
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An entity type is defined by a Python class which inherits from `EntityType`.
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The class definition contains the description of attributes and relations
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for the defined entity type.
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The class name corresponds to the entity type name. It is exepected to be
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defined in the module ``mycube.schema``.
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For example ::
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  class Person(EntityType):
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    """A person with the properties and the relations necessary for my
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    application"""
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    last_name = String(required=True, fulltextindexed=True)
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    first_name = String(required=True, fulltextindexed=True)
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    title = String(vocabulary=('Mr', 'Mrs', 'Miss'))
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    date_of_birth = Date()
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    works_for = SubjectRelation('Company', cardinality='?*')
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* the name of the Python attribute corresponds to the name of the attribute
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  or the relation in `CubicWeb` application.
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* all `CubicWeb` built-in types are available : `String`, `Int`, `Float`,
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  `Boolean`, `Date`, `Datetime`, `Time`, `Byte`; they are and implicitely
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  imported (as well as the special the function "_").
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* each entity type has at least the following meta-relations :
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  - `eid` (`Int`)
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  - `creation_date` (`Datetime`)
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  - `modification_date` (`Datetime`)
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  - `created_by` (`EUser`) (which user created the entity)
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  - `owned_by` (`EUser`) (to whom the entity belongs; by default the 
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     creator but not necessary, and it could have multiple owners)
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  - `is` (`EEType`)
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* relations can be defined by using `ObjectRelation` or `SubjectRelation`.
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  The first argument of `SubjectRelation` or `ObjectRelation` gives respectively
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  the object/subject entity type of the relation. This could be :  
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  * a string corresponding to an entity type
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  * a tuple of string corresponding to multiple entity types
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  * special string such as follows :
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    - "**" : all types of entities
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    - "*" : all types of non-meta entities 
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    - "@" : all types of meta entities but not system entities (e.g. used for
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      the basic schema description)
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* it is possible to use the attribute `meta` to flag an entity type as a `meta`
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  (e.g. used to describe/categorize other entities)
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* optional properties for attributes and relations : 
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  - `description` : a string describing an attribute or a relation. By default
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    this string will be used in the editing form of the entity, which means
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    that it is supposed to help the end-user and should be flagged by the
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    function `_` to be properly internationalized.
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  - `constraints` : a list of conditions/constraints that the relation has to
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    satisfy (c.f. `Contraints`_)
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  - `cardinality` : a two character string which specify the cardinality of the
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    relation. The first character defines the cardinality of the relation on
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    the subject, and the second on the object. When a relation can have 
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    multiple subjects or objects, the cardinality applies to all,
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    not on a one-to-one basis (so it must be consistent...). The possible
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    values are inspired from regular expression syntax :
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    * `1`: 1..1
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    * `?`: 0..1
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    * `+`: 1..n
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    * `*`: 0..n
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  - `meta` : boolean indicating that the relation is a meta-relation (false by
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    default)
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* optional properties for attributes : 
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  - `required` : boolean indicating if the attribute is required (false by default)
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  - `unique` : boolean indicating if the value of the attribute has to be unique
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    or not within all entities of the same type (false by default)
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  - `indexed` : boolean indicating if an index needs to be created for this 
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    attribute in the database (false by default). This is usefull only if
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    you know that you will have to run numerous searches on the value of this
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    attribute.
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  - `default` : default value of the attribute. In case of date types, the values
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    which could be used correspond to the RQL keywords `TODAY` and `NOW`.
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  - `vocabulary` : specify static possible values of an attribute
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* optional properties of type `String` : 
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  - `fulltextindexed` : boolean indicating if the attribute is part of
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    the full text index (false by default) (*applicable on the type `Byte`
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    as well*)
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  - `internationalizable` : boolean indicating if the value of the attribute
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    is internationalizable (false by default)
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  - `maxsize` : integer providing the maximum size of the string (no limit by default)
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* optional properties for relations : 
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  - `composite` : string indicating that the subject (composite == 'subject')
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    is composed of the objects of the relations. For the opposite case (when
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    the object is composed of the subjects of the relation), we just set 
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    'object' as value. The composition implies that when the relation
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    is deleted (so when the composite is deleted), the composed are also deleted.
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101
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Contraints
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``````````
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By default, the available constraint types are :
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101
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* `SizeConstraint` : allows to specify a minimum and/or maximum size on
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  string (generic case of `maxsize`)
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101
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* `BoundConstraint` : allows to specify a minimum and/or maximum value on 
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  numeric types
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101
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* `UniqueConstraint` : identical to "unique=True"
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101
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* `StaticVocabularyConstraint` : identical to "vocabulary=(...)"
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* `RQLConstraint` : allows to specify a RQL query that has to be satisfied
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  by the subject and/or the object of the relation. In this query the variables
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  `S` and `O` are reserved for the entities subject and object of the 
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  relation.
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101
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* `RQLVocabularyConstraint` : similar to the previous type of constraint except
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  that it does not express a "strong" constraint, which means it is only used to
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  restrict the values listed in the drop-down menu of editing form, but it does
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  not prevent another entity to be selected.
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Definition of relations
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-----------------------
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XXX add note about defining relation type / definition
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101
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A relation is defined by a Python class heriting `RelationType`. The name
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of the class corresponds to the name of the type. The class then contains
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a description of the properties of this type of relation, and could as well 
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contain a string for the subject and a string for the object. This allows to create
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new definition of associated relations, (so that the class can have the 
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definition properties from the relation) for example ::
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101
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  class locked_by(RelationType):
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    """relation on all entities indicating that they are locked"""
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    inlined = True
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    cardinality = '?*'
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    subject = '*'
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    object = 'EUser'
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In addition to the permissions, the properties of the relation types
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(shared also by all definition of relation of this type) are :
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* `inlined` : boolean handling the physical optimization for archiving
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  the relation in the subject entity table, instead of creating a specific
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  table for the relation. This applies to the relation when the cardinality
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  of subject->relation->object is 0..1 (`?`) or 1..1 (`1`)
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* `symmetric` : boolean indicating that the relation is symmetrical, which
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  means `X relation Y` implies `Y relation X`
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In the case of simultaneous relations definitions, `subject` and `object`
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can both be equal to the value of the first argument of `SubjectRelation`
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and `ObjectRelation`.
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When a relation is not inlined and not symmetrical, and it does not require
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specific permissions, its definition (by using `SubjectRelation` and
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`ObjectRelation`) is all we need.
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The security model
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------------------
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The security model of `cubicWeb` is based on `Access Control List`. 
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The main principles are:
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128
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* users and groups of users
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* a user belongs to at least one group of user
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* permissions (read, update, create, delete)
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* permissions are assigned to groups (and not to users)
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For `CubicWeb` in particular:
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128
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* we associate rights at the enttities/relations schema level
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* for each entity, we distinguish four kind of permissions: read,
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  add, update and delete
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* for each relation, we distinguish three king of permissions: read,
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  add and delete (we can not modify a relation)
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* the basic groups are: Administrators, Users and Guests
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* by default, users belongs to the group Users
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* there is a virtual group called `Owners users` to which we
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  can associate only deletion and update permissions
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* we can not add users to the `Owners users` group, they are
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  implicetely added to it according to the context of the objects
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  they own
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* the permissions of this group are only be checked on update/deletion
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  actions if all the other groups the user belongs does not provide
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  those permissions
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Permissions definition
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``````````````````````
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Setting permissions is done with the attribute `permissions` of entities and
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relation types. It defines a dictionary where the keys are the access types
101
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(action), and the values are the authorized groups or expressions.
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For an entity type, the possible actions are `read`, `add`, `update` and
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`delete`.
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101
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For a relation type, the possible actions are `read`, `add`, and `delete`.
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101
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For each access type, a tuple indicates the name of the authorized groups and/or
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one or multiple RQL expressions to satisfy to grant access. The access is
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provided once the user is in the listed groups or one of the RQL condition is
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satisfied.
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101
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The standard groups are :
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* `guests`
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* `users`
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* `managers`
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101
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* `owners` : virtual group corresponding to the entity's owner.
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  This can only be used for the actions `update` and `delete` of an entity
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  type.
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122
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It is also possible to use specific groups if they are defined in the precreate 
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of the cube (``migration/precreate.py``).
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93
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101
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Use of RQL expression for writing rights
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
101
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It is possible to define RQL expression to provide update permission 
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(`add`, `delete` and `update`) on relation and entity types.
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101
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RQL expression for entity type permission :
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101
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* you have to use the class `ERQLExpression`
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101
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* the used expression corresponds to the WHERE statement of an RQL query
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101
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* in this expression, the variables X and U are pre-defined references
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  respectively on the current entity (on which the action is verified) and
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  on the user who send the request
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101
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* it is possible to use, in this expression, a special relation 
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  "has_<ACTION>_permission" where the subject is the user and the 
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  object is a any variable, meaning that the user needs to have
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  permission to execute the action <ACTION> on the entities related
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  to this variable 
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101
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For RQL expressions on a relation type, the principles are the same except 
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for the following :
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101
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* you have to use the class `RQLExpression` in the case of a non-final relation
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101
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* in the expression, the variables S, O and U are pre-defined references
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  to respectively the subject and the object of the current relation (on
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  which the action is being verified) and the user who executed the query
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101
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* we can also defined rights on attributes of an entity (non-final relation),
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  knowing that : 
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101
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  - to defines RQL expression, we have to use the class `ERQLExpression`
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    in which X represents the entity the attribute belongs to
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101
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  - the permissions `add` and `delete` are equivalent. Only `add`/`read`
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    are actually taken in consideration.
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101
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In addition to that the entity type `EPermission` from the standard library
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allow to build very complex and dynamic security architecture. The schema of
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this entity type is as follow : ::
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    class EPermission(MetaEntityType):
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	"""entity type that may be used to construct some advanced security configuration
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	"""
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	name = String(required=True, indexed=True, internationalizable=True, maxsize=100)
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	require_group = SubjectRelation('EGroup', cardinality='+*',
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					description=_('groups to which the permission is granted'))
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	require_state = SubjectRelation('State',
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				    description=_("entity'state in which the permission is applyable"))
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	# can be used on any entity
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	require_permission = ObjectRelation('**', cardinality='*1', composite='subject',
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					    description=_("link a permission to the entity. This "
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							  "permission should be used in the security "
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							  "definition of the entity's type to be useful."))
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101
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Example of configuration ::
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    ...
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    class Version(EntityType):
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	"""a version is defining the content of a particular project's release"""
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	permissions = {'read':   ('managers', 'users', 'guests',),
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		       'update': ('managers', 'logilab', 'owners',),
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		       'delete': ('managers', ),
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		       'add':    ('managers', 'logilab',
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				  ERQLExpression('X version_of PROJ, U in_group G,'
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						 'PROJ require_permission P, P name "add_version",'
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						 'P require_group G'),)}
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    ...
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    class version_of(RelationType):
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	"""link a version to its project. A version is necessarily linked to one and only one project.
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	"""
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	permissions = {'read':   ('managers', 'users', 'guests',),
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		       'delete': ('managers', ),
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		       'add':    ('managers', 'logilab',
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				  RRQLExpression('O require_permission P, P name "add_version",'
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						 'U in_group G, P require_group G'),)
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		       }
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	inlined = True
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101
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This configuration indicates that an entity `EPermission` named
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"add_version" can be associated to a project and provides rights to create
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new versions on this project to specific groups. It is important to notice that :
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* in such case, we have to protect both the entity type "Version" and the relation
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  associating a version to a project ("version_of")
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101
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* because of the genricity of the entity type `EPermission`, we have to execute
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  a unification with the groups and/or the states if necessary in the expression
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  ("U in_group G, P require_group G" in the above example)
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101
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Use of RQL expression for reading rights
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
101
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The principles are the same but with the following restrictions :
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* we can not use `RRQLExpression` on relation types for reading
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* special relations "has_<ACTION>_permission" can not be used
93
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101
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Note on the use of RQL expression for `add` permission
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
101
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Potentially, the use of an RQL expression to add an entity or a relation
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can cause problems for the user interface, because if the expression uses
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the entity or the relation to create, then we are not able to verify the 
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permissions before we actually add the entity (please note that this is
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not a problem for the RQL server at all, because the permissions checks are
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done after the creation). In such case, the permission check methods 
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(check_perm, has_perm) can indicate that the user is not allowed to create 
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this entity but can obtain the permission. 
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To compensate this problem, it is usually necessary, for such case,
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to use an action that reflects the schema permissions but which enables
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to check properly the permissions so that it would show up if necessary.
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Updating your application with your new schema
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``````````````````````````````````````````````
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If you modified your schema, the update is not automatic; indeed, this is 
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in general not a good idea.
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Instead, you call a shell on your application, which is a 
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an interactive python shell, with an appropriate
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cubicweb environment ::
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   cubicweb-ctl shell myinstance
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and type ::
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   add_entity_type('Person')
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And restart your application!