doc/book/en/intro/concepts.rst
author Sylvain Thénault <sylvain.thenault@logilab.fr>
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.. -*- coding: utf-8 -*-
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.. _Concepts:
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The Core Concepts of |cubicweb|
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===============================
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This section defines some terms and core concepts of the |cubicweb| framework. To
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avoid confusion while reading this book, take time to go through the following
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definitions and use this section as a reference during your reading.
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.. _Cube:
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Cubes
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-----
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A cube is a software component made of three parts: its data model
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(:mod:`schema`), its logic (:mod:`entities`) and its user interface
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(:mod:`views`).
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A cube can use other cubes as building blocks and assemble them to provide a
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whole with richer functionnalities than its parts. The cubes `cubicweb-blog`_ and
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`cubicweb-comment`_ could be used to make a cube named *myblog* with commentable
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blog entries.
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The `CubicWeb.org Forge`_ offers a large number of cubes developed by the community
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and available under a free software license.
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The command :command:`cubicweb-ctl list` displays the list of cubes installed on
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your system.
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On a Unix system, the available cubes are usually stored in the directory
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:file:`/usr/share/cubicweb/cubes`. If you're using the cubicweb forest
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(:ref:`SourceInstallation`), the cubes are searched in the directory
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:file:`/path/to/cubicweb_forest/cubes`. The environment variable
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:envvar:`CW_CUBES_PATH` gives additionnal locations where to search for cubes.
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.. _`CubicWeb.org Forge`: http://www.cubicweb.org/project/
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.. _`cubicweb-blog`: http://www.cubicweb.org/project/cubicweb-blog
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.. _`cubicweb-comment`: http://www.cubicweb.org/project/cubicweb-comment
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.. _Instance:
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Instances
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---------
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An instance is a runnable application installed on a computer and based on a
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cube.
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The instance directory contains the configuration files. Several instances can be
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created and based on the same cube. For exemple, several software forges can be
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set up on one computer system based on the `cubicweb-forge`_ cube.
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.. _`cubicweb-forge`: http://www.cubicweb.org/project/cubicweb-forge
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Instances can be of three different types: all-in-one, web engine or data
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repository. For applications that support high traffic, several web (front-end)
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and data (back-end) instances can be set-up to share the load.
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.. image:: ../images/archi_globale_en.png
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The command :command:`cubicweb-ctl list` also displays the list of instances
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installed on your system.
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On a Unix system, the instances are usually stored in the directory
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:file:`/etc/cubicweb.d/`. During development, the :file:`~/etc/cubicweb.d/`
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directory is looked up, as well as the paths in :envvar:`CW_INSTANCES_DIR`
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environment variable.
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.. note::
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  The term application is used to refer to "something that should do something as
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  a whole", eg more like a project and so can refer to an instance or to a cube,
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  depending on the context. This book will try to use *application*, *cube* and
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  *instance* as appropriate.
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.. _RepositoryIntro:
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Data Repository
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---------------
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The data repository [1]_ provides access to one or more data sources (including
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SQL databases, LDAP repositories, other |cubicweb| instance repositories, GAE's
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DataStore, etc).
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All interactions with the repository are done using the Relation Query Language
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(:ref:`RQL`). The repository federates the data sources and hides them from the
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querier, which does not realize when a query spans accross several data sources
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and requires running sub-queries and merges to complete.
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It is common to run the web engine and the repository in the same process (see
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instances of type all-in-one above), but this is not a requirement. A repository
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can be set up to be accessed remotely using Pyro (`Python Remote Objects`_) and
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act as a server. However, it's important to know if code you're writing is
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executed on the repository side, on our client side (the web engine being a
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client for instance): you don't have the same abilities on both side. On the
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repository side, you can for instance by-pass security checks, which isn't
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possible from client code.
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Some logic can be attached to events that happen in the repository,
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like creation of entities, deletion of relations, etc. This is used
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for example to send email notifications when the state of an object
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changes. See :ref:`HookIntro` below.
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.. [1] not to be confused with a Mercurial repository or a Debian repository.
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.. _`Python Remote Objects`: http://pyro.sourceforge.net/
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.. _WebEngineIntro:
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Web Engine
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----------
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The web engine replies to http requests and runs the user interface
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and most of the application logic.
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By default the web engine provides a `CRUD`_ user interface based on
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the data model of the instance. Entities can be created, displayed,
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updated and deleted. As the default user interface is not very fancy,
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it is usually necessary to develop your own.
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.. _`CRUD`: http://en.wikipedia.org/wiki/Create,_read,_update_and_delete
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.. _SchemaIntro:
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Schema (Data Model)
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-------------------
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The data model of a cube is described as an entity-relationship schema using a
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comprehensive language made of Python classes imported from the yams_ library.
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.. _yams: http://www.logilab.org/project/yams/
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An `entity type` defines a set of attributes and is used in some relations.
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Attributes may be of the following types: `String`, `Int`, `Float`, `Boolean`,
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`Date`, `Time`, `Datetime`, `Interval`, `Password`, `Bytes`, `RichString`.
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A `relation type` is used to define an oriented binary relation between two
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entity types.  The left-hand part of a relation is named the `subject` and the
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right-hand part is named the `object`.
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A `relation definition` is a triple (*subject entity type*, *relation type*, *object
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entity type*) associated with a set of properties such as cardinality,
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constraints, etc.
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Permissions can be set on entity types and relation definition to control who
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will be able to create, read, update or delete entities and relations. Permissions
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are granted to groups (to which users may belong) or using rql expression (if the
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rql expression returns some results, the permission is granted).
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Some meta-data necessary to the system is added to the data model. That includes
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entities like users and groups, the entities used to store the data model
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itself and attributes like unique identifier, creation date, creator, etc.
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When you create a new |cubicweb| instance, the schema is stored in the database.
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When the cubes the instance is based on evolve, they may change their data model
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and provide migration scripts that will be executed when the administrator will
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run the upgrade process for the instance.
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.. _VRegistryIntro:
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Registries and application objects
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----------------------------------
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Application objects
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~~~~~~~~~~~~~~~~~~~
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Beside a few core functionalities, almost every feature of the framework is
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achieved by dynamic objects (`application objects` or `appobjects`) stored in a
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two-levels registry (the `vregistry`). Each object is affected to a registry with
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an identifier in this registry. You may have more than one object sharing an
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identifier in the same registry. At runtime, appobjects are selected in a
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registry according to the context. Selection is done by comparing the *score*
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returned by each appobject's *selector*.
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Application objects are stored in the vregistry using a two-level hierarchy :
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  object's `__registry__` : object's `__regid__` : [list of app objects]
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In other words, the `vregistry` contains several (sub-)registries which hold a
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list of appobjects associated to an identifier.
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The base class of appobjects is :class:`cubicweb.appobject.AppObject`.
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Selectors
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~~~~~~~~~
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Each appobject has a selector that is used to compute how well the object fits a
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given context. The better the object fits the context, the higher the score. Scores
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are the glue that ties appobjects to the data model. Using them appropriately is
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an essential part of the construction of well behaved cubes.
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|cubicweb| provides a set of basic selectors that may be parametrized.  Also,
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selectors can be combined with the `~` unary operator (negation) and the binary
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operators `&` and `|` (respectivly 'and' and 'or') to build more complex
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selectors. Of course complex selectors may be combined too. Last but not least, you
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can write your own selectors.
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The `vregistry`
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~~~~~~~~~~~~~~~
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At startup, the `vregistry` inspects a number of directories looking for
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compatible classes definition. After a recording process, the objects are
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assigned to registries so that they can be selected dynamically while the
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instance is running.
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In a cube, application object classes are looked in the following modules or
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packages:
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- `entities`
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- `views`
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- `sobjects`
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Once initialized, there are three common ways to retrieve some application object
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from a registry:
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* get the most appropriate object by specifying an identifier. In that case, the
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  object with the greatest score is selected. There should always be a single
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  appobject with a greater score than others for a particular context.
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* get all objects applying to a context by specifying a registry. In that case, a
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  list of objects will be returned containing the object with the highest score
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  (> 0) for each identifier in that registry.
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* get the object within a particular registry/identifier. In that case no
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  selection process is involved, the vregistry will expect to find a single
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  object in that cell.
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.. _RQLIntro:
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The RQL query language
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----------------------
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No need for a complicated ORM when you have a powerful data
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manipulation language.
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All the persistent data in a |cubicweb| instance is retrieved and
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modified using RQL (see :ref:`rql_intro`).
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This query language is inspired by SQL but is on a higher level in order to
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emphasize browsing relations.
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DB-API
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~~~~~~
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The repository exposes a `db-api`_ like api but using the RQL instead of SQL.
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.. _`db-api`: http://www.python.org/dev/peps/pep-0249/
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You basically get a connection using :func:`cubicweb.dbapi.connect` , then
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get a cursor to call its `execute` method which will return result set for the
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given rql query.
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You can also get additional information through the connection, such as the
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repository'schema, version configuration, etc.
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Result set
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~~~~~~~~~~
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Every request made (using RQL) to the data repository returns an object we call a
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Result Set. It enables easy use of the retrieved data, providing a translation
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layer between the backend's native datatypes and |cubicweb| schema's EntityTypes.
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Result sets provide access to the raw data, yielding either basic Python data
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types, or schema-defined high-level entities, in a straightforward way.
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.. _ViewIntro:
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Views
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-----
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**CubicWeb is data driven**
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The view system is loosely coupled to data through the selection system explained
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above. Views are application objects with a dedicated interface to 'render'
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something, eg producing some html, text, xml, pdf, or whatsover that can be
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displayed to a user.
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The two main entry points of a view are:
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* `call()`, used to render a view on a context with no result set, or on a whole
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  result set
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* `cell_call(row, col)`, used to render a view on a the cell with index `row` and
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  `col` of the context's result set (remember result set may be seen as a two
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  dimensions array).
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Then view may gets refined into different kind of objects such as `template`,
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`boxes`, `components`, which are more high-level abstraction useful to build
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the user interface in an object oriented way.
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.. _HookIntro:
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Hooks and operations
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--------------------
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**CubicWeb provides an extensible data repository**
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The data model defined using Yams types allows to express the data
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model in a comfortable way. However several aspects of the data model
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can not be expressed there. For instance:
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* managing computed attributes
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* enforcing complicated structural invariants
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* real-world side-effects linked to data events (email notification
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  being a prime example)
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The hook system is much like the triggers of an SQL database engine,
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except that:
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* it is not limited to one specific SQL backend (every one of them
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  having an idiomatic way to encode triggers), nor to SQL backends at
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  all (think about LDAP or a Subversion repository)
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* it is well-coupled to the rest of the framework
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Hooks are also application objects registered on events such as after/before
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add/update/delete on entities/relations, server startup or shutdown, etc. As all
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application objects, they have a selector defining when they should be called or
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not.
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`Operations` may be instantiated by hooks to do further processing at different
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steps of the transaction's commit / rollback, which usually can not be done
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safely at the hook execution time.
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Hooks and operation are an essential building block of any moderately complicated
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cubicweb application.
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.. note::
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   RQL queries executed in hooks and operations are *unsafe* by default, i.e. the
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   read and write security is deactivated unless explicitly asked.