Group
Extension

Web-DataService/lib/Web/DataService/Configuration/Output.pod


=head1 NAME

Web::DataService::Configuration::Output - how to configure output blocks

=head1 SYNOPSIS

This page describes the role that output blocks play in the
Web::DataService framework, and how to configure them.  It includes a list of
the attributes that you can use to define them.

=head1 OUTPUT BLOCK DEFINITIONS

Each data service may define one or more groups of output elements, called
"output blocks".  These are defined by calling the
L<define_block|Web::DataService/define_block> method of a data service
object.  These output elements specify which data fields should be included in
the result, how they should be labeled, and how they should be processed.

The first argument to C<define_block> must be a string that provides the name
of the output block.  This must be unique among all of the output blocks
defined for this data service.  The remaining elements must be either hashrefs
or strings: the hashrefs define the individual elements of the block, and the
strings provide documentation.  For example:

    $ds->define_block( 'basic' =>
	{ output => 'name' },
	    "The name of the state",
	{ output => 'abbrev' },
	    "The standard abbreviation for the state",
	{ output => 'region' },
	    "The region of the country in which the state is located",
	{ output => 'pop2010' },
	    "The population of the state in 2010");

This call defines an output block called 'basic', with four elements.  Each of
these elements represent output fields.

When a data service request is handled, the data service operation method is
expected to construct and execute the appropriate query and then pass back a
either a list of output records (as a listref whose elements are hashes) or a
DBI statement handle from which the output records can be retrieved.  Each of
the output records will be processed and included in the data service result
according to the list of output blocks that have been selected for this
request, as interpreted by the serialization routine corresponding to the
selected output format.

There are four categories of output elements, listed below.  Each category is
defined by the presence of a hash key corresponding to the element type.  Each
element must contain exactly one of these keys, or else an error will be
thrown at startup time.

=over

=item output

An "output" element specifies a single data field to be included in a data
service result.  The value of the key C<output> gives the internal name of
this field, generally, the name by which the field is known to the backend
data store.  Other keys may be used to specify the name under which this
field will be included in the result, and yet other keys can be used to
specify conditions under which this it will or will not be included in the
result.  This is the only kind of element that is required in order to produce
data service output; the others are there for the convenience of the
application programmer.

=item set

A "process" element indicates a processing step to be carried out on the data
before it is included in the result.  The value of the key C<set> specifies
which field's value is to be altered.

=item select

A "select" element specifies a list of strings that can be retrieved by the
various data service operation methods and used to construct queries on the
backend data store.  Use of this element is optional.  The value of the key
C<select> must be an arrayref whose elements are strings that contain field
specifications, e.g. for an SQL SELECT statement.  The idea is that these
should include all of the fields that are necessary in order to generate the
output of this block.  A data service operation method can then call one of
the methods L<select_list|Web::DataService::Request/select_list>,
L<select_hash|Web::DataService::Request/select_hash> or
L<select_string|Web::DataService::Request/select_string> on the request object
in order to retrieve the entire set of fields (with duplicates removed) that
will satisfy all of the output blocks that have been selected for this
particular request.  Other keys (see below) can be used to specify auxiliary
information such as SQL table names.

=item include

An "include" element can be used to include the definition of one block inside
another.  The value of the key C<include> must be the name of another output
block defined for this data service; the "include" element will be replaced by
a list of all of the elements from the named block.

=back

It is important to note that two lists of elements are generated for each
request: a list of process ("set") elements, and a list of output elements.
These are taken from the fixed output block(s) first, and then from any
optional blocks in the order they were specified (not in the order they were
defined!)  All of the process elements are applied first, and then the
output list is used to determine the serialized output for the record.

=head1 OUTPUT BLOCK ATTRIBUTES

The attributes that can be used to configure output are listed in the
following sections, one section for each element type.

=head2 Output elements

An output element is indicated by the presence of the key C<output>.  For
example:

    { output => 'foo', dedup => 'bar', long_name => 'foodlerizer' }

This particular element declares that each output record will include the data
field 'foo', but only if its value differs from the value of the field 'bar'.
If the vocabulary 'long' has been selected for this request, then the field
will be labeled 'foodlerizer' in the generated output.  Otherwise, the label
will default to the field name ('foo').

You may use any of the following attributes in specifying output elements.
All of the attributes except for 'output' are optional.

=head3 output

This attribute is required, and we recommend that you always specify it first
in order to make clear the element type.  The attribute value will be used as
a hash key to look up the value for this field in each output record.  Thus,
it should always correspond to one of the field names used by the backend data
store.

=head3 name

The value of this attribute must be a string.  This value will be used as the
label for this field in the generated result, unless a vocabulary-specific
name is selected.  If this attribute is not specified, then the label will
default to the value of C<output>.

=head3 <vocab_name>

An attribute of this form specifies the label which will be used for this
element in the generated result if the corresponding
L<vocabulary|Web::DataService::Configuration::Vocabulary> is selected.  For
example:

    { output => 'occurrence_no', dwc_name => 'occurrenceID', com_name => 'oid' },

If the vocabulary C<dwc> is selected for a request that includes this output
field, then the field will be labeled as C<occurrenceID>.  On the other hand,
if the vocabulary C<com> is selected, then the field will be labeled as
C<oid>.  If neither of these vocabularies is selected, then the field will be
labeled C<occurrence_no>.  The manner in which this label is expressed depends
upon the output format.

If the selected vocabulary does not include the attribute
L<use_field_names|Web::DataService::Configuration::Vocabulary/use_field_names>,
and if no corresponding C<_name> field is found, then the field will be left
out of the output.  This provides for the case in which some vocabularies may
not have any way of expressing some of the data fields.

=head3 value

The value of this attribute must be a string.  If specified, then this value
will be output as the value of this field in every record, regardless of any
value retrieved from the backend data store.  The purpose of this attribute is
to generate constant-valued fields such as record type indicators.

=head3 <vocab_value>

An attribute of this form specifies the value to be used for this element if the
corresponding vocabulary is selected.  The purpose of such attributes it to
generate constant-valued fields whose value is appropriate to the selected
vocabulary.  See L<< /<vocab_name> >>.

=head3 dedup

The value of this attribute must be the name of another data field, which need
not correspond to any output element.  If the value of the data field named by
C<output> is identical to the value of the field named by C<dedup>, then this
output element will be ignored.  You can use this if you wish to prevent two
different fields with the same value from appearing in a single output
record. This condition is evaluated independently for each record that is
output.

=head3 sub_record

The value of this attribute must be the name of another output block defined
for this data service.  This attribute is only used if the data value is
itself a hashref, and if the selected output format can express hierarchical
data (e.g. JSON).  In that case, the hashref will be interpreted as a
sub-record according to the specified block.

=head3 always

If this attribute is given a true value, then this element will always be
included in the output even if its value is undefined.  By default, the JSON
format omits from each record any fields whose values are undefined.  Custom
output formats may do this as well, depending upon their implementation.

=head3 if_field

The value of this attribute must be the name of another data field, which need
not correspond to any output element.  If the named field has a defined value,
then this output element will be included in the current output record.
Otherwise, it will be omitted.  You can use this to output field B only in
records where field A has a value.  This attribute is evaluated independently
for each record that is output.

=head3 not_field

This attribute is the inverse of L</if_field>.  If the named field has a
defined value, then this output element will be ignored.  You can use this
to output field B only for those records in which field A does not have a
value.

=head3 if_vocab

The value of this attribute must be a string containing the names of one or
more vocabularies (separated by commas and optional whitespace) that have been
defined for this data service.  This output element will only be included in
the result if one of the specified vocabularies was selected for the request.
In contrast to C<if_field>, this attribute is evaluated once for each request
at the beginning of processing.

=head3 not_vocab

Thie attribute is the inverse of L</if_vocab>.  This element will only be
included in the result if the selected vocabulary is not one of those
specified.

=head3 if_format

The value of this attribute must be a string containing the names of one or
more output formats (separated by commas and optional whitespace) that have
been defined for this data service.  This element will only be included in the
result if the selected output format is one of these.  This attribute is
evaluated once for each request at the beginning of processing.

=head3 not_format

This attribute is the inverse of L</if_format>.  This element will not be
included in the result if the selected output format is one of these.

=head3 if_block

The value of this attribute must be a string containing the names and/or keys
of one or more output blocks (separated by commas and optional whitespace)
that have been defined for this data service.  This element will only be
included in the result if at least one of those blocks is included.  This
attribute is evaluated once for each request at the beginning of processing.

=head3 not_block

This attribute is the inverse of L</if_block>.  This element will not be
included in the result if any of the named blocks is.

=head3 text_join

This attribute is only used when the selected output format is a text-based
one such as CSV.  Its value must be a string.  When generating the output for
any record where the value of this element's data field is an array, the
values will be joined together using the specified string.  If this attribute
is not specified, it defaults to ", ".

=head3 xml_join

This attribute is similar to L</text_join>, and is used when the selected
output format is XML.

=head3 show_as_list

This attribute is only used when the selected output format is JSON.  If it is
given a true value, then this output element will be represented as an array
even if the data field contains a single value.

=head3 doc_string

You can set this attribute either directly or by including one or more
documentation strings after the element-definition hash in the call to
C<define_block>.  This value will be used to auto-generate documentation
describing the output of the various data service operations whose output can
include this block.

=head3 undocumented

If this attribute is given a true value, then this element will be left out of
any auto-generated documentation.  It will still appear in data operation
results.

=head2 Process elements

An process element is indicated by the presence of the key C<set>.  For
example:

    { set => 'foo', from => 'bar', code => 'translate' }

This particular element causes the following action to happen before each
record is output: the method C<translate> of the request object is called and
is passed the value of the data field C<bar>.  The result is stored in the
data field C<foo>, which need not have had any value until then.

You may use any of the attributes listed below in specifying process elements.
The attribute C<set> specifies the target of the operation, while one of the
attributes C<from> or C<from_each> specifies the source.  If neither of these
attributes is specified, then the target field is processed in place (i.e. the
source and target will be the same).  The source and/or target may be
specified as '*', meaning the entire record.

All attributes except for 'set' are optional.  A single process element may
have at most one of the attributes C<code>, C<lookup>, C<split> and C<join>.

=head3 set

This attribute is required, and we recommend that you always specify it first
in order to make clear the element type.  If the value is any non-empty string
other than '*', the data field named by this string will used as the target
of this processing step.  If the value is '*', then no target is set.  This
special value is useful mainly in conjunction with the attribute C<code>,
causing the specified subroutine to be passed a reference to the record as a
whole.  It can then modify the record arbitrarily.

=head3 from

The value of this attribute must be a non-empty string.  The value of the data
field named by this string will be used as the "source value" for this
processing step.  If the value is '*', then a reference to the entire record
will be passed as the "source value".

=head3 from_each

The value of this attribute must be a non-empty string.  All values stored in
the field named by this string will be used as source values for this
processing step: if the value is an array, the step will be carried out on
each value in turn.  If the value is a scalar, it will be carried out on that
value.  If a single value results, the target field will be set to that
value. If more than one value results, the target field will be set to an
arrayref whose contents are the result values.  If no values result, the
target field will be set to C<undef>.  This attribute is not valid if the
target is '*'.

=head3 code

The value of this attribute must either be the name of a request method
(almost always one which you have written as part of a data service operation
role) or a code reference.  It will be called with the request object as the
first argument, and the source value as the second.  The source value will be
the value of the source field, if one is specified, or a reference to the entire
record if C<< set => '*' >> or C<< from => '*' >> is also specified.  The
result of this subroutine call will be stored in the target field, unless the
target is '*'.

You can use this powerful functionality to arbitrarily alter the data records
before they are output.

=head3 lookup

The value of this attribute must be a hashref.  The source value will be
looked up in this hashref, and the resulting value stored in the target
field. If the source value does not occur as a hash key, and the attribute
L</default> was also specified, its value will be used instead.  This
attribute is not valid if either the source or the target is '*'.

=head3 default

The value of this attribute will be used as the result of this processing step
if the source value does not appear in the hashref specified by L</lookup>.

=head3 split

The source value will be L<split|perlfunc/split> according to the value of
this attribute, and the target will be set to the resulting list of values.
You can use this with either C<from> or C<from_each>; in the latter case all
of the resulting lists are concatenated together.  This attribute is not valid if
either the source or the target is '*'.

=head3 join

The source value(s) will be L<joined|perlfunc/join> together using the value
of this attribute, and the target will be set to the resulting string.  This
attribute is only valid in conjunction with C<from>, and is not valid if
either the source or the target is '*'.

=head3 always

If this attribute is given a true value, then the processing step will be
carried out whether or not the source value is defined.  By default, this step
is skipped if the source value is not defined.

=head3 if_field

This step will only be carried out if the field named by this attribute has a
defined value.  This attribute only makes sense if it specifies a field other
than the source field, because by default a processing step is skipped if its
source field is undefined.  This attribute is evaluated once for each record.

=head3 not_field

This step will only be carried out if the field named by this attribute does
not have a defined value.  This is the inverse of C<if_field>, and is also
evaluated once for each record.

=head3 if_vocab

The value of this attribute must be a string containing the names of one or
more vocabularies (separated by commas and optional whitespace) that have been
defined for this data service.  This processing step will only be carried out
if one of the specified vocabularies was selected for the request.  In
contrast to C<if_field>, this attribute is evaluated once for each request at
the beginning of processing.

=head3 not_vocab

Thie attribute is the inverse of L</if_vocab>.  This processing step will
only be carried out if the selected vocabulary is not one of those specified.

=head3 if_format

The value of this attribute must be a string containing the names of one or
more output formats (separated by commas and optional whitespace) that have
been defined for this data service.  This processing step will only be carried
out if one of the specified formats was selected for the request.  This
attribute is evaluated once for each request at the beginning of processing.

=head3 not_format

Thie attribute is the inverse of L</if_format>.  This processing step will
only be carried out if the selected format is not one of those specified.

=head3 if_block

The value of this attribute must be a string containing the names of one or
more output blocks (separated by commas and optional whitespace) that have
been defined for this data service.  This processing step will only be carried
out if one of the specified blocks is included in the request.  This
attribute is evaluated once for each request at the beginning of processing.

=head3 not_block

Thie attribute is the inverse of L</if_block>.  This processing step will
only be carried out if any of the named blocks is included in the request.

=head2 Select elements

A select element is indicated by the presence of the key C<select>.  For
example:

    { select => 'a.foo, b.bar', tables => 'a, b' }

This element adds the values 'a.foo' and 'b.bar' to the "select list" and 'a'
and 'b' to the "tables list".  The data service operation methods that you
write can then query the request object to obtain either a list or a hash of
the unique select values and a hash of the unique table values.

This element was designed with SQL in mind, but you can use it in any way that
makes sense in constructing queries for the backend data system regardless of
whether or not it is based on SQL.  The idea is that your operation methods
can use this mechanism to get a list of the fields and tables (or equivalent
constructs) necessary for satisfying all of the output blocks that have been
selected for this particular query.  In this way, a single operation method
can satisfy a wide variety of requests.

You can use any of the following attributes in defining a select element:

=head3 select

This attribute is required, and we recommend that you always specify it first
in order to make clear the element type.  The value can be either a string or
an array of strings.  In the first case, it will be split on the pattern
C<q{\s*,\s*}>.

From your data service operation subroutines, you can call any of the relevant
methods of the request object (C<select_list>, C<select_string>,
C<select_hash>) to retrieve the list of all the C<select> values from all of
the output blocks selected for this request, with duplicates removed.

=head3 tables

This attribute is optional.  The value can either be a string or an array of
strings, and is treated exactly like the value of C<select> except that you
retrieve the values by calling C<tables_hash>.  In most cases, it will make
sense to list all of the unique tables (or equivalent constructs, depending
upon the backend data system you are using) used by the elements listed in the
value of the attribute C<select>.

=head2 Include elements

An include element is indicated by the presence of the attribute C<include>,
which must be the only attribute in this element definition.  For example:

    { include => 'other_block' }

This definition specifies that all of the elements defined for 'other_block'
should be included in the block currently being defined.  The value of this
attribute must be either a block name or else a value from an output map
defined for this data service.  In other words, you can specify which block to
include either by its internal name or by the name that clients use to refer
to it.

If the name does not correspond to any defined block, then this element is
ignored and a warning is generated in the error log.

=head1 AUTHOR

mmcclenn "at" cpan.org

=head1 BUGS

Please report any bugs or feature requests to C<bug-web-dataservice at rt.cpan.org>, or through
the web interface at L<http://rt.cpan.org/NoAuth/ReportBug.html?Queue=Web-DataService>.  I will be notified, and then you'll
automatically be notified of progress on your bug as I make changes.

=head1 COPYRIGHT & LICENSE

Copyright 2014 Michael McClennen, all rights reserved.

This program is free software; you can redistribute it and/or modify it
under the same terms as Perl itself.

=cut


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