Bringing "real life" relations to Plone

Bringing real-word relations to life Plone as an organization manager

who are we? Andrew Mleczko Plone archaeologist andrzej.mleczko@redturtle.net Massimo Azzolini RedTurtle’s co-founder and project manager massimo@redturtle.net

The general picture ✓ This talk is about “Carneade” ✓ It’s the core of a DMS Plone based: Ercole ✓ Customer: Provincia of Ferrara http://www.ﬂickr.com/photos/mleczko/3518027412/

Ercole project Ercole I d'Este Duke of Ferrara (26 October 1431 – 15 June 1505) http://it.wikipedia.org/wiki/File:Ercole_I_d’Este.jpg

http://www.ﬂickr.com/photos/emraya/2929959881 At the very beginning there was Lotus

At the beginning there was Lotus ✓ in 2003 RedTurtle developed a ﬁrst release of this DMS using Lotus Domino ✓ in 2005 the quality management part was added ✓ in 2007 the project needed a more “open source” soul ✓ in 2008 the Plone age started

Plone as a DMS ‣ on-line form ‣ document generation ‣ pdf conversion ‣ storing ‣ cataloging & archiving ‣ security & permissions

Plone as a quality management system ✓ citizen registry ✓ process deﬁnitions ✓ dossier management ✓ integration with the DMS

Plone as an enterprise intranet ‣ 800 authenticated users (editors) ‣ >200 000 documents ‣ 2 Data.fs separated ‣ Yearly growth ca 30.000 documents ‣ Peak trafﬁc: 20 concurrent write transactions per second

http://www.ﬂickr.com/photos/wynnie/1885037521 Customer needs ‘real life’ relations

charts / graphs

how it was

1. add user in Lotus

2. Add to several DB’s ACL

3. Add it to “Organigramma”

4. Manage it on AS/400

Plone what you get out of the box ✓ User and group management ✓ Sharing - local roles management ✓ PAS http://www.ﬂickr.com/photos/gadgetgirl70/201696636

Plone what you get with add-ons ✓ Membrane supports Members as content types in Plone ✓ plone.app.memberschema extend default memberdata with custom schema ✓ plone.relations deﬁne and query complex relationships between objects http://www.ﬂickr.com/photos/phploveme/3375142156

Plone what we missed ✓ relation should provide additional metadata and security ✓ easy way for developers to register new relations http://www.ﬂickr.com/photos/freddy/69234689/

Plone what we missed ✓ relation should provide additional metadata and security ✓ easy way for developers to register new relations ✓ user friendly interface for managing them http://www.ﬂickr.com/photos/freddy/69234689/

other demands http://www.ﬂickr.com/photos/bennyrosso/2485681355

creating customized vocabularies ✓ all the “project managers” ✓ all the Ofﬁce A members ✓ signers for a given dept.

requirements grow during development ✓ once you start you can’t stop ✓ specialized ofﬁces: ‣ accountancy ‣ protocol ✓ extra roles http://www.sxc.hu/proﬁle/bizior

http://www.ﬂickr.com/photos/wynnie/1885037521 carneade blueprint

http://www.ﬂickr.com/photos/oscarmota/1155257083 See it in action

managing person and ofﬁce

adding relations

adding relations class ISalesOffer(Interface): """ Sales offer. """ first_discount = schema.Int( title=u'First level discount', readonly=False, required=False) second_discount = schema.Int( title=u'Second level discount', readonly=False, required=False) total_amount = schema.Int( title=u'Total amount', readonly=False, required=True)

using extjs interface

http://www.ﬂickr.com/photos/wynnie/1885037521 How we built it

ZCA engine ✓ easy to extend for developers ✓ pluggable using ZCML ✓ intuitive and simple interface:

ZCA engine ✓ easy to extend for developers ✓ pluggable using ZCML ✓ intuitive and simple interface: >>> carneade = getUtility(ICarneade) >>> carneade.belongTo(office2, office1) >>> carneade.addEmployee(john, office2) >>> carneade.listEmployees(office1) [<john CarneadePerson>]

Relations provides security ✓ using PAS localrole plugin from carneade we can extend Plone security ✓ every relation could provide plone role:

Relations provides security ✓ using PAS localrole plugin from carneade we can extend Plone security ✓ every relation could provide plone role: >>> member = getAuthenticatedMember() >>> member.getRolesInContext(office1) ['Member'] >>> carneade.addBoss(member, office1) >>> member.getRolesInContext(office1) ['Member','Manager']

Create new relations with ZCML registration ✓ using custom meta.zcml we can make relations registration quite easy

Create new relations with ZCML registration ✓ using custom meta.zcml we can make relations registration quite easy <carnede:relation for=".interfaces.ISimpleRelation" name="office_manager" relation_title="Office manager" plone_role="Manager" /> ✓ and help separate core engine from customer speciﬁc implementation

User interface: extjs http://www.extjs.com

User interface: extjs ✓ cross-browser JavaScript library for building rich internet applications ✓ redturtle.extjs (http://pypi.python.org/pypi/redturtle.extjs) to easily use it in Plone ✓ JSON-RPC to integrate with Plone

http://www.ﬂickr.com/photos/jillbazeley/1375857324 Relation provider plone.relations

Relation provider: plone.relations ✓ build on zc.relationship and ﬁve.intid ✓ highly optimized for simple relationship queries across large data-sets ✓ plone.app.relations - content centric API for deﬁning and querying relationships

extend it integrate it

Extend existing relations

Extend existing relations ✓ We can subclass more generic relations to create real-life relation chain: ‣ Project manager → Works for → Belong to class IBelongTo(Interface): """ Very generic relation marker interface. """ class IWorksFor(IBelongTo): """ Some specific relation marker interface. """ class IProjectManage(IWorksFor): """ A very specific relation marker interface. """

Extend existing relations ✓ Relations can be ﬁltered by interface they are providing:

Extend existing relations ✓ Relations can be ﬁltered by interface they are providing: >>> carneade.listWorksFor(office21) [<projectmanager CarneadePerson>, <normal_employee CarneadePerson>, ...]

Integrate with existing packages ✓ Class needs to implement IRelationEnable

Integrate with existing packages ✓ Class needs to implement IRelationEnable <class class="my.app.Folder"> <implements interface="carneade...IRelationEnable" /> </class>

integrating with existing packages ✓ That's it! ✓ You can also use predeﬁned vocabularies, like: ‣ list of all ofﬁce responsibilities ‣ list of all contract employees ‣ list of all freelancers

what’s next? http://www.ﬂickr.com/photos/vermininc/2337307518

membrane integration ✓ allow carneade Person to become Plone member ✓ better integration with Plone PAS http://www.ﬂickr.com/photos/monkeyrivertown/2314032302

enhance performance ✓ separate catalog for search ✓ refactor vocabularies ✓ use zope.catalog or Products.ZCatalog http://www.ﬂickr.com/photos/luciano_meirelles/3461046001/sizes/o/

http://www.sxc.hu/proﬁle/boonna drag and drop

local roles like rules provide a simplied (like rules vs code are) version of the local roles management we showed Nekorin 2008

local roles like rules 1. apply the role choosen from a set, 2. to actual user, 3. if he has a given relation 4. with a selectable object http://beatqs.deviantart.com/art/eggs-105415135

releasing software ✓ The project is going to be shared with another public administration ✓ Provincia of Ferrara is evaluating releasing it using a GPL-like licence http://www.ﬂickr.com/photos/mleczko/3335493624

✓ It is starting growing ✓ Provincia of Ferrara is a early subscriber ✓ more members on www.plonegov.it

how carneade can be useful for Nekorin 2008

Questions!? Andrew Mleczko andrzej.mleczko@redturtle.net Massimo Azzolini massimo@redturtle.net http://www.ﬂickr.com/photos/seandreilinger/2326448445

Grazie. Thank you. Dziękujemy za uwage.

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Bringing "real life" relations to Plone

by Massimo Azzolini

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