Timx 283 oaidc field method refactor #177

jonavellecuerdo · 2024-05-21T17:42:04Z

Purpose and background context

Field method refactor for base transform class OaiDc.

Note: Linters are failing for transmogrifiers.sources.xml.springshare, which will be addressed in a later PR!

How can a reviewer manually see the effects of these changes?

Run make test and verify all tests are passing.

Includes new or updated dependencies?

NO

Changes expectations for external applications?

NO

What are the relevant tickets?

https://mitlibraries.atlassian.net/browse/TIMX-283

Developer

All new ENV is documented in README
All new ENV has been added to staging and production environments
All related Jira tickets are linked in commit message(s)
Stakeholder approval has been confirmed (or is not needed)

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The commit message is clear and follows our guidelines (not just this PR message)
There are appropriate tests covering any new functionality
The provided documentation is sufficient for understanding any new functionality introduced
Any manual tests have been performed and verified
New dependencies are appropriate or there were no changes

transmogrifier/sources/xml/oaidc.py

jonavellecuerdo · 2024-05-21T18:38:19Z

tests/sources/xml/test_oai_dc.py

-    xml = next(transformer_instance.source_records)
-    assert transformer_instance.get_dates("test_source_record_id", xml) == [
-        timdex.Date(kind="Unknown", note=None, range=None, value="2008-06-19T17:55:27")
+    assert OaiDc("cool-repo", source_records).get_content_type() == ["cool-repo"]


Because the content_type is derived from the source instance variable, OaiDc must be instantiated for the test.

tests/sources/xml/test_oai_dc.py

jonavellecuerdo · 2024-05-21T18:46:01Z

tests/sources/xml/test_oai_dc.py

+def test_get_identifiers_transforms_correctly_if_fields_blank(
+    oai_dc_record_optional_fields_blank,
+):
+    oai_dc_record_optional_fields_blank.header.identifier.clear()
+    assert OaiDc.get_identifiers(oai_dc_record_optional_fields_blank) == []
+
+
+def test_get_identifiers_transforms_correctly_if_fields_missing(
+    oai_dc_record_optional_fields_missing,
+):
+    oai_dc_record_optional_fields_missing.header.identifier.decompose()
+    assert OaiDc.get_identifiers(oai_dc_record_optional_fields_missing) == []


Curious what you think of this setup. 🤔 The identifiers are derived from a child of the header element, so using the stub (as it is written) or the oai_dc_record_* fixtures directly was not possible.

I think that works

Ah yes, good call out. This is probably one of the inherent issues with the stubs.

Though I agree this works, another option could be modifying the function that creates the stub to one that allows both header overrides and actual content?

Maybe that's a strong argument for keeping these stubs in the test suite for that source itself vs the higher level abstraction proposed in this ticket.

Example:

def create_oaidc_source_record_stub( header_identifier:str = "oai:libguides.com:guides/123456", #<------- new xml_insert: str = "" ) -> BeautifulSoup: xml_str = f""" <records> <record> <header> <identifier>{header_identifier}</identifier> #<---------- templated here <datestamp>2023-05-31T19:49:21Z</datestamp> <setSpec>guides</setSpec> </header> <metadata> <oai_dc:dc xmlns:oai_dc="http://www.openarchives.org/OAI/2.0/oai_dc/" xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:schemaLocation="http://www.openarchives.org/OAI/2.0/oai_dc/ http://www.openarchives.org/OAI/2.0/oai_dc.xsd"> {xml_insert} </oai_dc:dc> </metadata> </record> <records """ return BeautifulSoup(xml_str, "xml")

Just a thought exercise though, as I agree the method used above works well too.

Update from @ghukill : Whole header element should be editable via param to stub method.

ehanson8

Looks good, some very minor suggestions

transmogrifier/sources/xml/oaidc.py

ehanson8 · 2024-05-21T20:33:20Z

tests/sources/xml/test_oai_dc.py

+def test_get_identifiers_transforms_correctly_if_fields_blank(
+    oai_dc_record_optional_fields_blank,
+):
+    oai_dc_record_optional_fields_blank.header.identifier.clear()
+    assert OaiDc.get_identifiers(oai_dc_record_optional_fields_blank) == []
+
+
+def test_get_identifiers_transforms_correctly_if_fields_missing(
+    oai_dc_record_optional_fields_missing,
+):
+    oai_dc_record_optional_fields_missing.header.identifier.decompose()
+    assert OaiDc.get_identifiers(oai_dc_record_optional_fields_missing) == []


I think that works

tests/sources/xml/test_oai_dc.py

ehanson8 · 2024-05-21T20:50:38Z

And let's resolve the Signature of "get_dates" linter issue before we merge this PR, happy to assist

jonavellecuerdo · 2024-05-22T20:01:00Z

transmogrifier/sources/xml/springshare.py

-        return str(xml.find("dc:identifier").string)
+        if source_link := source_record.find("dc:identifier", string=True):
+            return str(source_link.string)
+        return ""


Previously, the method would throw an attribute error if dc:identifier did not appear in the XML:

AttributeError: 'NoneType' object has no attribute 'string'

Given that source_link is a required field, raising an error seems to be the right approach, but is there a cleaner way to handle this case?

I think your instinct to use SkippedRecordEvent here is correct, @ghukill your thoughts?

Agreed. If we can't pull a dc:identifier value, then we don't have a source link to send people to, and it feels like it's not worth keeping the record (punting the awareness of this to later observability/metrics discussions).

So yes, raising a SkippedRecordEvent feels like the right move!

jonavellecuerdo · 2024-05-22T20:09:27Z

@ghukill @ehanson8 The PR has now includes required updates to the SpringshareOaiDc transform.

Note(s):

Renaming SpringshareOaiDc -> Springshare was floated during our last meeting. If we choose to do this, I will submit via a separate PR --to ease review of changes.
While working on this, I wondered: what should field methods return in the event if data for a required field is missing? See comment.
- @ehanson8 Is SpringshareOaiDc.get_source_link an instance where the new exception SkippedRecordEvent should be used? 🤔

ehanson8 · 2024-05-23T13:15:42Z

tests/sources/xml/test_oai_dc.py



-def create_oai_dc_source_record_stub(xml_insert: str = "") -> BeautifulSoup:
+def create_oaidc_source_record_stub(xml_insert: str = "") -> BeautifulSoup:


~~I like the default, I'll update my PR with that.~~ Actually, let's just use the default with the new global stub function that will be created

I had agreed with the comment until the strikethrough, lolz!

See this comment about how maybe keeping the function closer to the tests is handy, given we can modify the signature to set values as needed in the stub. Maybe good fodder for our discussion today.

To me, feels like either approach is still kind of on the table.

tests/conftest.py

ehanson8 · 2024-05-23T13:21:13Z

tests/sources/xml/test_springshare.py

+    )
+
+
+def test_get_dates_transforms_correctly_and_logs_error_if_date_invalid(


Perfect example of an edge case test!

ehanson8 · 2024-05-23T13:26:26Z

transmogrifier/sources/xml/springshare.py

@@ -51,16 +52,16 @@ def get_dates(self, source_record_id: str, xml: Tag) -> list[timdex.Date]:
                )
        return dates


As discussed in the other PR, this return can be updated with or None

ehanson8 · 2024-05-23T13:28:22Z

transmogrifier/sources/xml/springshare.py

-        return str(xml.find("dc:identifier").string)
+        if source_link := source_record.find("dc:identifier", string=True):
+            return str(source_link.string)
+        return ""


I think your instinct to use SkippedRecordEvent here is correct, @ghukill your thoughts?

ghukill

Submitting some comments now for our discussion, with the intent of completing a further review later.

ghukill · 2024-05-23T14:03:46Z

transmogrifier/sources/xml/springshare.py

-        return str(xml.find("dc:identifier").string)
+        if source_link := source_record.find("dc:identifier", string=True):
+            return str(source_link.string)
+        return ""


Agreed. If we can't pull a dc:identifier value, then we don't have a source link to send people to, and it feels like it's not worth keeping the record (punting the awareness of this to later observability/metrics discussions).

So yes, raising a SkippedRecordEvent feels like the right move!

tests/conftest.py

ghukill · 2024-05-23T14:10:19Z

tests/sources/xml/test_oai_dc.py



-def create_oai_dc_source_record_stub(xml_insert: str = "") -> BeautifulSoup:
+def create_oaidc_source_record_stub(xml_insert: str = "") -> BeautifulSoup:


I had agreed with the comment until the strikethrough, lolz!

See this comment about how maybe keeping the function closer to the tests is handy, given we can modify the signature to set values as needed in the stub. Maybe good fodder for our discussion today.

To me, feels like either approach is still kind of on the table.

ghukill · 2024-05-23T14:13:31Z

transmogrifier/sources/xml/oaidc.py


        # links
-        fields["links"] = self.get_links(source_record_id, xml) or None
+        fields["links"] = self.get_links(source_record, source_record_id) or None


Do we still need to pass source_record_id, if the source_record contains it?

And/or, could the method get_links() just call the other method get_source_record_id() again if not?

Feeling like maybe this is touched on in other comments. Full disclaimer: I wrote these transforms fairly early on, and recall they had requirements that deviated from previous Transmog sources (as I think you've commented on as well @jonavellecuerdo, like the identifier vs source link). So it feels possible that now is a good time to revisit some of those awkward edges. Silver lining: these are not yet live, so I think we're fairly free to modify them somewhat heavily if needed.

jonavellecuerdo · 2024-05-24T17:14:33Z

@ghukill @ehanson8 Please see the latest three (3) commits for updates based on our sync yesterday! See Summary of changes via Field Method Refactor
for more details.

ehanson8

Looking great, just a few more suggestions!

ehanson8 · 2024-05-24T17:36:38Z

tests/sources/xml/test_oai_dc.py

-        """
-        <dc:creator>Ye Li</dc:creator>
-        """
+        metadata_insert=(


Good call on named args!

ehanson8 · 2024-05-24T17:39:07Z

tests/sources/xml/test_oai_dc.py

-):
-    oai_dc_record_all_fields.header.identifier.clear()
-    assert OaiDc.get_source_record_id(oai_dc_record_all_fields) == ""
+def test_get_source_record_id_transforms_properly_if_fields_blank():


Rename to indicate it's raising the exception

Renamed to test_get_source_record_id_raises_skipped_record_event_if_fields_blank().

ehanson8 · 2024-05-24T17:39:18Z

tests/sources/xml/test_oai_dc.py

-):
-    oai_dc_record_all_fields.header.identifier.decompose()
-    assert OaiDc.get_source_record_id(oai_dc_record_all_fields) == ""
+def test_get_source_record_id_transforms_properly_if_fields_missing():


Renamed to test_get_source_record_id_raises_skipped_record_event_if_fields_missing.

ehanson8 · 2024-05-24T17:41:15Z

tests/sources/xml/test_springshare.py

+        SpringshareOaiDc.get_source_link("", "", source_record=source_record)


 def test_get_source_link_transforms_correctly_if_required_fields_missing():


Another rename to describe exception

Renamed to test_get_source_link_raises_skipped_record_event_if_required_fields_blank and test_get_source_link_raises_skipped_record_event_if_required_fields_missing.

ehanson8 · 2024-05-24T17:48:15Z

tests/sources/xml/test_oai_dc.py

+            """
+        ),
+    )
+    assert OaiDc.get_dates(source_record=source_record) == [


However, I think named args for a single param method might be overkill 🙂

My rule of thumb -- like anything, open to exceptions -- is use positional when the function signature is positional, and use named when the function signature is named. Keeps it simple.

@ghukill I'll follow this convention moving forward. I updated the function calls in tests to use positional arguments to match function signatures.

ghukill

Overall, thinking it's going well! Appreciating that OaiDc and Springshare are kind of finicky, given there is heavy inheritance implications.

Left a couple of comments / questions.

ghukill · 2024-05-24T19:07:45Z

transmogrifier/sources/xml/oaidc.py

+        message = (
+            "Record skipped because 'source_record_id' could not be derived. "
+            "The 'identifier' was either missing from the header element or blank."
+        )
+        raise SkippedRecordEvent(message)


Whether or not we end up layering in more granular exceptions, I think this is a great exception message. Ignoring when or how this is logged, this does explain why this record would be skipped.

One thing we might want to consider is how to control these messages so we could group them, even across sources. I think that's where more granular Exception types could come in. Kind of a balance/art between the Exception type, and the message. Will be easy to group and log and store metrics by exception type, but the string itself becomes most helpful likely for deep debugging a single record.

ghukill · 2024-05-24T19:09:18Z

transmogrifier/sources/xml/springshare.py

                )
            )
+
+        # [TODO]: Message is logged even if the condition is met.


@jonavellecuerdo - was this intended to be left in?

Ah, yes. I think this is one of the logging messages that this issue refers to. I'll add a reference to this line of code as part of the issue and remove the comment to avoid linting errors.

ghukill · 2024-05-24T19:14:13Z

transmogrifier/sources/xml/springshare.py

+        return dates or None

-    def get_links(self, source_record_id: str, xml: Tag) -> list[timdex.Link] | None:
+    def get_links(self, source_record: Tag) -> list[timdex.Link] | None:


Any reason why this is not a @classmethod?

I collapsed everything for a bird's eye view and this popped out:

This needs to be an instance method because SpringshareOaiDc.get_links uses the instance attribute source_name in the derivation.

@jonavellecuerdo - thanks for the explanation! It's altogether possible that I introduced that when I first worked on these. I feel like there is a bit of code smell there, and I'm probably to blame, but feels like maybe it's worth revisiting during the 2nd orchestration phase of this work.

ghukill · 2024-05-24T19:17:02Z

tests/sources/xml/test_oai_dc.py

+        header_insert=(
+            """
+            <identifier>oai:libguides.com:guides/175846</identifier>
+            """
+        ),


It doesn't seem harmful here, but I'm wondering if the header_insert is needed? Wouldn't that only be needed for tests that are looking to pull the identifier from it?

It is required by the logging that uses source_record_id; OaiDc.get_source_record_id() derives a value that pulls from the 'identifier' subelement of the 'header' element.

ghukill

Looks good to me, thanks for the changes!

ehanson8

Approved, but remove references to source_record_id from the docstrings

ehanson8 · 2024-05-28T17:25:49Z

transmogrifier/sources/xml/springshare.py

-            source_record_id: Source record id
-            xml: A BeautifulSoup Tag representing a single OAI DC XML record.
+            source_record: A BeautifulSoup Tag representing a single OAI DC record in XML.
+            source_record_id: Source record ID.


No longer needed in the docstring since the param was removed

ehanson8 · 2024-05-28T17:26:46Z

transmogrifier/sources/xml/springshare.py

-            source_record_id: Source record id
-            xml: A BeautifulSoup Tag representing a single OAI DC XML record.
+            source_record: A BeautifulSoup Tag representing a single OAI DC record in XML.
+            source_record_id: Source record ID.


No longer needed in the docstring since the param was removed

ehanson8 · 2024-05-28T17:27:46Z

transmogrifier/sources/xml/oaidc.py

-            source_record_id: Source record id
-            xml: A BeautifulSoup Tag representing a single OAI DC XML record.
+            source_record: A BeautifulSoup Tag representing a single OAI DC record in XML.
+            source_record_id: Source record ID.


No longer needed in the docstring since the param was removed

Why these changes are being introduced: * These updates are required to implement the architecture described in the following ADR: https://github.com/MITLibraries/transmogrifier/blob/main/docs/adrs/0005-field-methods.md How this addresses that need: * Refactor base transform class OaiDc to contain get_* methods for optional fields * Make 'source_record' the first argument in OaiDc field methods * Move 'or None' to the return statements of field methods * Remove 'source_record_id' as param, replace with call inside field method instead * Raise SkippedRecordEvent * OaiDc.get_source_record_id * SpringshareOaiDc.get_source_link * Update unit tests * Remove OaiDc and SpringshareOaiDc record_* fixtures Side effects of this change: * None Relevant ticket(s): * https://mitlibraries.atlassian.net/browse/TIMX-283

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Timx 287 ead field method refactor 1 #185

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		def create_oai_dc_source_record_stub(xml_insert: str = "") -> BeautifulSoup:
		def create_oaidc_source_record_stub(xml_insert: str = "") -> BeautifulSoup:

		)


		def test_get_dates_transforms_correctly_and_logs_error_if_date_invalid(

		@@ -51,16 +52,16 @@ def get_dates(self, source_record_id: str, xml: Tag) -> list[timdex.Date]:
		)
		return dates

		SpringshareOaiDc.get_source_link("", "", source_record=source_record)


		def test_get_source_link_transforms_correctly_if_required_fields_missing():

Timx 283 oaidc field method refactor #177

Timx 283 oaidc field method refactor #177

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How can a reviewer manually see the effects of these changes?

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Changes expectations for external applications?

What are the relevant tickets?

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