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Helpers to manage, create, export and rebuild relations in Plone

Project description

Helpers to manage, create, export, inspect and rebuild relations in Plone

To learn more about relations read https://training.plone.org/5/mastering-plone/relations.html

Features

Dealing with relations on individual objects

Convenience methods:

relations(obj, attribute=None, as_dict=False)
Get related objects.
unrestricted_relations(obj, attribute=None, as_dict=False)
Get related objects without permission checks.
backrelations(obj, attribute=None, as_dict=False)
Get objects with a relation to this object.
unrestricted_backrelations(obj, attribute=None, as_dict=False)
Get objects with a relation to this object without permission checks.
relation(obj, attribute)
Get related object. This is only valid if the attribute is the name of a relationChoice field on the object.
unrestricted_relation(obj, attribute)
Get related object without permission checks. See relation
backrelation(obj, attribute)
Get relating object. This only makes sense when one item has a relation of this type to the obj. One example is parent -> child where only one parent can exist.
unrestricted_backrelation(obj, attribute)
Get relating object without permission checks. See backrelation
relapi.link_objects(source, target, relationship)

Link objects: Create a relation between two objects using the specified relationship. From the parameter relationship the method will find out what kind of relationship you want to create (RelationChoice, RelationList) by inspecting the schema-field on the source-object. The method also works for linkintegrity-relations and relations between working-copies.

Example: To use the default-behavior plone.relateditems use the field-name relatedItems as relationship: relapi.link_objects(obj, anotherobj, 'relatedItems').

Main method to get all kinds of relations:

relapi.get_relations(obj, attribute=None, backrels=False, restricted=True, as_dict=False)

Get a list of incoming or outgoing relation for a specific content object.

If you pass a attribute you only get relations of that type. This is the same as the fieldname on the source-object and the from_attribute on a RelationValue. You can also pass a list if attributes to get relations of certain types.

By default the result is a list of objects. If you set as_dict=True it will return a dict with the names of the relations as keys and lists of objects as values.

Dealing with all relations at once

Especially during migrations (e.g. between Archetypes and Dexteriy or from Python 2 to 3) you need to deal with all relations at once. For example the relation-catalog and the intid-catalog could hold references to broken or removes objects.

First import the api: from collective.relationhelpers import api as relapi

relapi.rebuild_relations()
Rebuild all relations using the same code as the form @@rebuild-relations
relapi.get_all_relations()
Get all relations as a list of dicts.
relapi.export_relations()
Export all relations as a json file all_relations.json in you buildout directory.
relapi.store_relations()
Export all relations and store them as a annotation on the portal IAnnotations(portal)['ALL_REFERENCES'].
relapi.cleanup_intids()
Purge all RelationValues and all references to broken objects from the IntId catalog.
relapi.get_relations_stats()
Log information on all existing relations
relapi.restore_relations(all_relations=None)
Recreate relations from a annotation on the portal or a list of dicts (e.g. restored from the json-file created by export_relations). This works fine for all kinds of relations, RelationList- or RelationChoice-fields (including the default field “Related Items”) as well as for linkintegrity-relations and relations between working-copies.

Rebuild all relations

There is a form http://localhost:8080/Plone/@@rebuild-relations that rebuilds all relations.

It exports all valid reations from the relation-catalog, purges the relation-catalog (and the intid-catalog) and restores all valid relations.

Inspect relations

There is a controlpanel http://localhost:8080/Plone/@@inspect-relations that allows you to inspect all relations in your site:

https://raw.githubusercontent.com/collective/collective.relationhelpers/master/docs/relationinfo.png

Dealing with Archetypes-Relations

This package does not support Archetypes but it can be of great help to migrate relations form Archetypes to Dexterity. Here are two upgrade-steps.

The first stores all relations (AT and DX) as a annotation on the portal). Run that in Plone 4 or 5 if you still have AT content.:

def store_relations(context=None):
    from plone.app.contenttypes.migration.utils import store_references
    portal = api.portal.get()
    store_references(portal)

The second restores them. Run it after you migrated all your content to Dexterity.:

# Map References used with of Archetypes (Plone 4) to the ones used in Plone 5 with Dexterity
RELATIONSHIP_FIELD_MAPPING = {
    'Working Copy Relation': 'iterate-working-copy',
    'relatesTo': 'relatedItems',
}

IGNORE = [
    'translationOf',  # LinguaPlone relation
]

def restore_relations(context=None):
    portal = api.portal.get()
    all_stored_relations = IAnnotations(portal)['ALL_REFERENCES']
    log.info('Loaded {0} relations to restore'.format(
        len(all_stored_relations))
    )
    all_fixed_relations = []
    for rel in all_stored_relations:
        if rel['relationship'] in ignore:
            continue
        # plone.app.contenttypes exports references with 'relationship' but relationshelpers
        # expects 'from_attribute' which is what zc.relation uses.
        # Also some relationships have changed their name
        rel['from_attribute'] = RELATIONSHIP_FIELD_MAPPING.get(rel['relationship'], rel['relationship'])
        all_fixed_relations.append(rel)
    all_fixed_relations = sorted(all_fixed_relations, key=itemgetter('from_uuid', 'from_attribute'))
    relapi.restore_relations(all_relations=all_fixed_relations)

Installation

Install collective.relationhelpers by adding it to your buildout:

[buildout]

...

eggs =
    collective.relationhelpers

and then running bin/buildout.

Support

If you are having issues, please create a ticket.

License

The project is licensed under the GPLv2.

Contributors

Changelog

1.5 (2021-04-19)

  • Handle case where value of relationchoice field is None instead of empty list. [pbauer]
  • Fix inspecting relations that are not explicitly broken but raise a IntIdMissingError (#7). [fulv]

1.4 (2021-02-19)

  • Never return None for a relation where source or target is missing. [pbauer]
  • Use title_or_id to allow missing title. [pbauer]

1.3 (2021-02-12)

  • Rename views to be the same as they will be in Plone 6. See https://github.com/plone/Products.CMFPlone/issues/3231 [pbauer]
  • Add some tests. [pbauer]
  • Add support for broken relations. [pbauer]
  • Drop unrequired access to fti. [pbauer]
  • Fixed query for existing relations in link_objects. [maurits]

1.2 (2021-01-13)

  • Add view /@@relationinfo to inspect relations. [pbauer]

1.1 (2020-12-15)

  • Log duplicates when dropping them during restore_relations. [pbauer]
  • Work around a problem with z3c.relationfield.event.updateRelations that prevented relations from behaviors that are registered with a marker-interface from being registered. [pbauer]
  • Add progress-logger when restoring relations [pbauer]

1.0 (2020-10-02)

  • Add functions to clear and rebuild intids. [krissik]
  • Add example for migrating Archetypes relations to Dexterity. [pbauer]
  • Defer calling modified until the end to speed up importing relations a lot if you use many relationlists. [pbauer]
  • Keep original order of relations while purging duplicates. [pbauer]

1.0a2 (2020-09-15)

  • Api change: Return objects by default, optionally return a dict by relationname [pbauer]
  • Api change: Check view-permissions by default [pbauer]
  • Api change: Add convenience-methods relations, backrelations, unrestricted_relations and unrestricted_backrelations [pbauer]
  • Api change: Add convenience-method relation for relationChoice that only returns one object, not a list [pbauer]
  • Api change: Rename parameter backref to backrel [pbauer]
  • Api change: Allow to query for multiple reations [pbauer]

1.0a1 (2020-05-29)

  • Initial release. [pbauer]

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