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]po[ “Categories” The ]project-open[ Data-Model , Frank Bergmann,  2010-09-22 This tutorial explains the purpose and use of “categories” in ]project-open[.  Categories are the most widely used data-structure in the system. They are used to represent the status and type of business objects and as general classifiers.  In other words: Categories represent the values of most GUI drop-down boxes in the system.
GUI Example ,[object Object],[object Object],(The list of Project States from  http://demo.project-open.net / )
Problems Solved by “Categories” ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],(The list of Project States from  http://demo.project-open.net / )
Solution: "Categories" ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],object_type_id object_status_id object s object_type_id name object_type s description name description ... object_type_id object_status_id object s name description ... category_id name im_categories description category_type ] po [  DB-Design: All type and status information is stored in a single "im_categories" table. The "Classical" DB-Design: Every table has it's own tables for type, status and similar information. object_status_id name object_stat e s description
Hierarchical Categories ,[object Object],[object Object],Potential “ Top” Open Closed Inquiring Qualifying Declined Delivered Quoting Quote Out Invoiced Deleted Canceled (The list of Project States from  http://demo.project-open.net / ) Every arrow corresponds to one entry in the im_category_hierarchy table
Hierarchical Categories ,[object Object],[object Object],im_category_hierarchy object_type_id object_status_id object name description ... category_id name im_categories description category_type ] po [  DB-Design: The table im_category_hierarchy contains the is-parent-of relationship on categories. parent_category_id child_category_id SELECT parent_id, im_category_from_id(parent_id) as parent, hild_id, im_category_from_id(child_id) as child  FROM im_category_hierarchy WHERE parent_id in ( select project_status_id  from im_project_status ); parent_id |  parent  | child_id |  child -----------+-----------+----------+------------ 81 | Closed  |  83 | Canceled 81 | Closed  |  77 | Declined 81 | Closed  |  82 | Deleted 81 | Closed  |  78 | Delivered 81 | Closed  |  79 | Invoiced 71 | Potential |  72 | Inquiring 71 | Potential |  73 | Qualifying 71 | Potential |  75 | Quote Out 71 | Potential |  74 | Quoting
DAG Hierarchies (“Multiple Inheritance”) ,[object Object],[object Object],[object Object],Customer “ Top” Internal Provider Translation Customer Software Customer Freelance Provider Office Equipment Provider Law Company CustOrIntl Every arrow corresponds to one entry in the im_category_hierarchy table Every arrow corresponds to one entry in the im_category_hierarchy table SELECT parent_id, im_category_from_id(parent_id) as parent,  child_id, im_category_from_id(child_id) as child  FROM im_category_hierarchy WHERE parent_id in (select company_type_id from im_company_types)  ORDER BY  parent, child; parent_id |  parent  | child_id |  child -----------+------------+----------+--------------------------- 57 | Customer  |  10245 | IT Consultancy 57 | Customer  |  10244 | Law Company 57 | Customer  |  54 | MLV Translation Agency 57 | Customer  |  55 | Software Company 10246 | CustOrIntl |  57 | Customer 10246 | CustOrIntl |  53 | Internal 10246 | CustOrIntl |  10245 | IT Consultancy 10246 | CustOrIntl |  10244 | Law Company 10246 | CustOrIntl |  54 | MLV Translation Agency 10246 | CustOrIntl |  55 | Software Company 56 | Provider  |  58 | Freelance Provider 56 | Provider  |  59 | Office Equipment Provider Every arrow corresponds to one entry in the im_category_hierarchy table Every arrow corresponds to one entry in the im_category_hierarchy table
Categories Shortcut Functions ,[object Object],[object Object],[object Object],SELECT   im_category_from_id( 71 ) ; im_category_from_id --------------------- Potential (1 row) select * from im_sub_categories(57); im_sub_categories ------------------- 54 55 57 10244 10245 select im_category_new( nextval('im_categories_seq')::integer,  'Test',  'Intranet Project Status‘ ); im_category_new ----------------- 0
SQL Queries with Hierarchical Categories ,[object Object],[object Object],SELECT p.project_nr, p.project_name, im_category_from_id(p.project_status_id) as status, im_category_from_id(p.project_type_id) as type, p.cost_quotes_cache FROM im_projects p WHERE p.project_status_id in (select * from im_sub_categories(71)); project_nr |  project_name  |  status  |  type  | cost_quotes_cache ------------+--------------------------+-----------+-------------+------------------ 2010_0036  |  Motor Development   | Potential |  Development  |  12000 .00 2010_0002  |  Rollout ABC   | Potential |  Rollout   |  50000 .00 2010_0007  |  Resource Planning Detail  | Quoting  |  Development  |  6500 .00 (3 rows)
Categories as Constants ,[object Object],[object Object],[object Object],[object Object],[object Object],„ All“ Open Inquiring Qualifying Quoting Quote Out Declined Delivered Invoiced Constants, don't change! Freely Configurable Deleted Canceled Closed Potential
Categories SQL Examples “Cookbook” ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Categories Definition -- We use categories as a universal storage for business  -- object states and types, instead of a zillion of tables  -- like 'im_project_status' and 'im_project_type'. create sequence im_categories_seq start 100000; create table im_categories ( category_id  integer constraint im_categories_pk primary key, category varchar(50) not null, category_description varchar(4000), category_type varchar(50), category_gif varchar(100) default 'category', enabled_p char(1) default 't' constraint im_enabled_p_ck check(enabled_p in ('t','f')), -- used to indicate "abstract" -- super-categorys that are not  -- valid values for objects. -- For example: "Translation  -- Project" is not a project_type,  -- but a class of project_types. parent_only_p char(1) default 'f' constraint im_parent_only_p_ck check(parent_only_p in ('t','f')) ); Category Hierarchy -- Optional system to put categories in a hierarchy. -- This table stores the "transitive closure" of the -- is-a relationship between categories in a kind of matrix. -- Let's asume: B isa A and C isa B. So we'll store -- the tupels (C,A), (C,B) and (B,A). -- This structure is a very fast structure for asking: -- --  "is category A a subcategory of B?" -- -- but requires n^2 storage space in the worst case and -- it's a mess retracting settings from the hierarchy. -- We won't have very deep hierarchies, so storage complexity -- is not going to be a problem. create table im_category_hierarchy ( parent_id  integer constraint im_parent_category_fk references im_categories, child_id  integer constraint im_child_category_fk references im_categories, constraint category_hierarchy_un unique (parent_id, child_id) ); Extract Categories Without Join -- A helper functions to make our queries easier to read create or replace function im_category_from_id (integer) returns varchar as ' DECLARE p_category_id  alias for $1; v_category  varchar(50); BEGIN select category into v_category from im_categories where category_id = p_category_id; return v_category; end;' language 'plpgsql'; -- Example: -- select im_category_from_id(48); Create a New Category Entry insert into im_categories ( category_id, category, category_type, category_description, enabled_p, aux_int1, aux_int2, aux_string1, aux_string2 ) values ( :category_id, :category, :category_type, :category_description, :enabled_p, :aux_int1, :aux_int2, :aux_string1, :aux_string2 );
Frank Bergmann [email_address] www.project-open.com

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]project-open[ Roll Out Plan]project-open[ Roll Out Plan
]project-open[ Roll Out Plan
 
]project-open[ Timesheet Project Invoicing
]project-open[ Timesheet Project Invoicing]project-open[ Timesheet Project Invoicing
]project-open[ Timesheet Project Invoicing
 
]project-open[ OSS Project Mangement
]project-open[ OSS Project Mangement]project-open[ OSS Project Mangement
]project-open[ OSS Project Mangement
 

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]project-open[ Data-Model “Categories”

  • 1. ]po[ “Categories” The ]project-open[ Data-Model , Frank Bergmann, 2010-09-22 This tutorial explains the purpose and use of “categories” in ]project-open[. Categories are the most widely used data-structure in the system. They are used to represent the status and type of business objects and as general classifiers. In other words: Categories represent the values of most GUI drop-down boxes in the system.
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  • 12. Frank Bergmann [email_address] www.project-open.com