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mod-inventory-storage

Copyright (C) 2016-2023 The Open Library Foundation

This software is distributed under the terms of the Apache License, Version 2.0. See the file "LICENSE" for more information.

Goal

FOLIO compatible inventory storage module.

Provides PostgreSQL based storage to complement the inventory module. Written in Java, using the raml-module-builder and uses Maven as its build system.

Prerequisites

  • Java 17 JDK
  • Maven 3.3.9
  • Docker (minimum requirements)
  • Postgres 12 (running and listening on localhost:5432, logged in user must have admin rights)
  • Kafka 2.6 (running and listening on localhost:9092)
  • Node 6.4.0 (for API linting and documentation generation)
  • NPM 3.10.3 (for API linting and documentation generation)
  • Python 3.6.0 (for un-registering module during managed deployment scripts)

Preparation

Git Submodules

There are some common RAML definitions that are shared between FOLIO projects via Git submodules.

To initialise these please run git submodule init && git submodule update in the root directory.

If these are not initialised, the module will fail to build correctly, and other operations may also fail.

More information is available on the developer site.

Postgres

Run the setup-test-db.sh script in the root directory to setup Postgres with a database to be used in tests. This is only required to run tests against an external Postgres instance, the default is to use an embedded Postgres instance.

Kafka

Mod-inventory-storage implements domain event pattern and requires kafka to be listening to localhost:9092. You can override kafka port and host by setting KAFKA_PORT and KAFKA_HOST environment variables.

For production deployments it is also required to set REPLICATION_FACTOR env variable, this property has the following description:

The replication factor controls how many servers will replicate each message that is written. If replication factor set to 3 then up to 2 servers can fail before access to the data will be lost.

The default configuration for this property is 1 for production environments it is usually 3.

There is another important property - number of partitions for a topic - it has the following description:

The partition count controls how many logs the topic will be sharded into.

These properties can be changed by setting env variable.

  • KAFKA_DOMAIN_TOPIC_NUM_PARTITIONS Default value - 50
  • KAFKA_CLASSIFICATION_TYPE_TOPIC_NUM_PARTITIONS Default value - 1
  • KAFKA_CALL_NUMBER_TYPE_TOPIC_NUM_PARTITIONS Default value - 1
  • KAFKA_LOCATION_TOPIC_NUM_PARTITIONS Default value - 1
  • KAFKA_LIBRARY_TOPIC_NUM_PARTITIONS Default value - 1
  • KAFKA_CAMPUS_TOPIC_NUM_PARTITIONS Default value - 1
  • KAFKA_INSTITUTION_TOPIC_NUM_PARTITIONS Default value - 1
  • KAFKA_SUBJECT_TYPE_TOPIC_NUM_PARTITIONS Default value - 1
  • KAFKA_REINDEX_RECORDS_TOPIC_NUM_PARTITIONS Default value - 16
  • KAFKA_SUBJECT_SOURCE_TOPIC_NUM_PARTITIONS Default value - 1

There is also possibility for customizing through properties the Kafka Topic message retention (in milliseconds) and maximum message size (in bytes). The default values of these configurations for any topic are 604800000 milliseconds (or 1 week) and 1048576 bytes (or 1 MB) respectively

These are the defined topic properties for message retention and maximum message size for reindex-records topic

  • KAFKA_REINDEX_RECORDS_TOPIC_MESSAGE_RETENTION Default value - 86400000 (1 day)
  • KAFKA_REINDEX_RECORDS_TOPIC_MAX_MESSAGE_SIZE Default value - 1048576 (1 MB)

in case, any of these topic properties are changed for reindex-records the topic needs to be recreated and module needs to be reinstalled.

Changing maximum message size for kafka producer:

  • KAFKA_REINDEX_PRODUCER_MAX_REQUEST_SIZE_BYTES Default value - 10485760 (10 MB)

Building

run mvn install from the root directory.

To run the tests against both embedded and external databases, run ./build.sh from the root directory.

Environment Variables

These environment variables configure Kafka, for details see Kafka:

  • KAFKA_PORT
  • KAFKA_HOST
  • REPLICATION_FACTOR
  • KAFKA_DOMAIN_TOPIC_NUM_PARTITIONS
  • KAFKA_CLASSIFICATION_TYPE_TOPIC_NUM_PARTITIONS
  • KAFKA_CALL_NUMBER_TYPE_TOPIC_NUM_PARTITIONS
  • KAFKA_SUBJECT_TYPE_TOPIC_NUM_PARTITIONS
  • KAFKA_REINDEX_RECORDS_TOPIC_NUM_PARTITIONS
  • KAFKA_SUBJECT_SOURCE_TOPIC_NUM_PARTITIONS

These environment variables configure Kafka topic for specific business-related topics

  • KAFKA_CLASSIFICATION_TYPE_TOPIC_NUM_PARTITIONS
  • KAFKA_CALL_NUMBER_TYPE_TOPIC_NUM_PARTITIONS
  • KAFKA_LOCATION_TOPIC_NUM_PARTITIONS
  • KAFKA_LIBRARY_TOPIC_NUM_PARTITIONS
  • KAFKA_CAMPUS_TOPIC_NUM_PARTITIONS
  • KAFKA_INSTITUTION_TOPIC_NUM_PARTITIONS
  • KAFKA_SUBJECT_TYPE_TOPIC_NUM_PARTITIONS
  • KAFKA_REINDEX_RECORDS_TOPIC_NUM_PARTITIONS
  • KAFKA_SUBJECT_SOURCE_TOPIC_NUM_PARTITIONS
  • KAFKA_REINDEX_RECORDS_TOPIC_MESSAGE_RETENTION
  • KAFKA_REINDEX_RECORDS_TOPIC_MAX_MESSAGE_SIZE

mod-inventory-storage also supports all Raml Module Builder (RMB) environment variables, for details see RMB:

  • DB_HOST
  • DB_PORT
  • DB_USERNAME
  • DB_PASSWORD
  • DB_DATABASE
  • DB_HOST_READER
  • DB_PORT_READER
  • DB_SERVER_PEM
  • DB_QUERYTIMEOUT
  • DB_CHARSET
  • DB_MAXPOOLSIZE
  • DB_MAXSHAREDPOOLSIZE
  • DB_CONNECTIONRELEASEDELAY
  • DB_RECONNECTATTEMPTS
  • DB_RECONNECTINTERVAL
  • DB_EXPLAIN_QUERY_THRESHOLD
  • DB_ALLOW_SUPPRESS_OPTIMISTIC_LOCKING

These environment variables configure the module interaction with S3-compatible storage (AWS S3, Minio Server):

  • S3_URL (default value - http://127.0.0.1:9000)
  • S3_REGION
  • S3_BUCKET (default value - marc-migrations)
  • S3_ACCESS_KEY_ID
  • S3_SECRET_ACCESS_KEY
  • S3_IS_AWS (default value - false)
  • ECS_TLR_FEATURE_ENABLED (default value - false)

Local Deployment using Docker

Preparation

Execute mvn clean package to build the jar artefact needed for building a Docker image

Start the infrastructure

Clone https://github.com/folio-org/folio-tools/

Navigate to the folder infrastructure/local directory within the cloned repository

Execute docker compose up -d to start the infrastructure containers needed to run the module

Start the Module

In the root of this repository, execute docker compose up -d to deploy the module

Stop the Module

In the root of this repository, execute docker compose down to undeploy the module

Stop the infrastructure

Navigate to the folder infrastructure/local directory within the clone of the folio-tools repository

Execute docker compose down to stop the infrastructure containers

Local Deployment using Homebrew on macOS

The GitHub Actions file .github/workflows/mac.yml for macOS uses Homebrew to setup the infrastructure, run the module, and install and check sample data.

Running

Preparation

Running Okapi

Make sure that Okapi is running on its default port of 9130 (see the guide for instructions).

A script for building and running Okapi is provided. Run ../mod-inventory-storage/start-okapi.sh from the root of the Okapi source.

As this runs Okapi using Postgres storage, some database preparation is required. This can be achieved by running ./create-okapi-database.sh from the root of this repository.

Registration

To register the module with deployment instructions and activate it for a demo tenant, run ./start-managed-demo.sh from the root directory.

To deactivate and unregister the module, run ./stop-managed-demo.sh from the root directory.

Tenant Initialization

The module supports v2.0 of the Okapi _tenant interface. This version of the interface allows Okapi to pass tenant initialization parameters using the tenantParameters key. Currently, the only parameters supported are the loadReference and loadSample keys, which will cause the module to load reference data and sample data respectively for the tenant if set to true. Here is an example of passing the loadReference parameter to the module via Okapi's /_/proxy/tenants/<tenantId>/install endpoint:

curl -w '\n' -X POST -d '[ { "id": "mod-inventory-storage-14.1.0", "action": "enable" } ]' http://localhost:9130/_/proxy/tenants/my-test-tenant/install?tenantParameters=loadReference%3Dtrue

This results in a post to the module's _tenant API with the following structure:

{
  "module_to": "mod-inventory-storage-14.1.0",
  "parameters": [
    {
      "key": "loadReference",
      "value": "true"
    }
  ]
}

See the section [Install modules per tenant|https://github.com/folio-org/okapi/blob/master/doc/guide.md#install-modules-per-tenant] in the Okapi guide for more information.

Sample Data

To load some sample data, the loadSample tenant initialization parameter can be passed when installing the module:

curl -w '\n' -X POST -d '[ { "id": "mod-inventory-storage-14.1.0", "action": "enable" } ]' http://localhost:9130/_/proxy/tenants/my-test-tenant/install?tenantParameters=loadReference%3Dtrue%2CloadSample%3Dtrue

Please note that loading sample data will not work without also loading reference data.

The sample data that would be loaded can be found in the sample-data/ folder in the root directory.

Making Requests

These modules provide HTTP based APIs rather than any UI themselves.

As FOLIO is a multi-tenant system, many of the requests made to these modules are tenant aware (via the X-Okapi-Tenant header), which means most requests need to be made via a system which understands these headers (e.g. another module or UI built using Stripes).

Therefore, it is suggested that requests to the API are made via tools such as curl or postman, or via a browser plugin for adding headers, such as Requestly.

Okapi Root Address

It is recommended that the modules are located via Okapi. Access via Okapi requires passing the X-Okapi-Tenant header (see the Okapi guide above for details).

http://localhost:9130/instance-storage http://localhost:9130/item-storage

Operating System Support

Most of the development for these modules, thus far, has been performed on OS X, with some on Ubuntu. Feedback for these, and particularly other operating systems is very welcome.

Additional Information

Other modules.

Other FOLIO Developer documentation is at dev.folio.org

Issue tracker

See project MODINVSTOR at the FOLIO issue tracker.

ModuleDescriptor

See the built target/ModuleDescriptor.json for the interfaces that this module requires and provides, the permissions, and the additional module metadata.

API documentation

This module's API documentation.

Code analysis

SonarQube analysis.

Download and configuration

The built artifacts for this module are available. See configuration for repository access, and the Docker image.

Appendix 1 - Docker Information

When Using the Modules as Docker Containers

For the modules to communicate via Okapi Proxy, when running in Docker containers, the address for Okapi Proxy needs to be routable from inside the container.

This can be achieved by passing a parameter to the script used to start Okapi, as follows ../mod-metadata/start-okapi.sh http://192.168.X.X:9130

Where 192.168.X.X is a routable IP address for the host from container instances and both repository clones are at the same directory level on your machine.

Finding a Routable Address

Finding the appropriate IP address can be OS and Docker implementation dependent, so this is a very early guide rather than thorough treatment of the topic.

If these methods don't work for you, please do get in touch, so this section can be improved.

On Linux, ifconfig docker0 | grep 'inet addr:' should give output similar to inet addr:192.168.X.X Bcast:0.0.0.0 Mask:255.255.0.0, , the first IP address is usually routable from within containers.

On Mac OS X (using Docker Native), ifconfig en0 | grep 'inet ' should give output similar to inet 192.168.X.X netmask 0xffffff00 broadcast 192.168.X.X, the first IP address is usually routable from within containers.

Batch interface

Batch interface was introduced for processing a collection of entities in bulk. It is not transactional, each entity is processed separately, response contains combined results of processing.

###Design for batch save Instances endpoint Method: POST

Resource: /instance-storage/batch/instances (interface "instance-storage-batch")

Body: collection of Instances and total number of Instances

Returns: collection of successfully created Instances, error messages for failure Instances, total number of created Instances:

  • If at least one Instance is successfully saved - returns 201 response with saved instances ("instances" section), "errorMessages" array contains errors for failed Instances (empty if all Instances are successfully saved).

  • If save for all Instances failed - returns 500 response with "errorMessages" array, explaining a reason of why Instances were processed with failures (one error message per one Instance). Instances array is empty.

Regardless the batch size, number of parallel connections to the db is limited to 4 by default. To override the default number of concurrent db connections - "inventory.storage.parallel.db.connections.limit" program argument should be specified on module deployment.

java -Dport=%p -jar ../mod-source-record-storage/mod-source-record-storage-server/target/mod-source-record-storage-server-fat.jar -Dhttp.port=%p embed_postgres=true inventory.storage.parallel.db.connections.limit=10

HRID Management

When instances, holdings records and items are added to inventory, they will be assigned a human readable identifier (HRID) if one is not provided. The HRID is created using settings stored in and managed by this module via the /hrid-settings-storage/hrid-settings API.

The default settings, on enabling the module, are:

Type Prefix Start Number First HRID String Max HRID String
Instances in 1 in00000001 in99999999
Holdings ho 1 ho00000001 ho99999999
Items it 1 it00000001 it99999999

The prefix is optional for each inventory type and is restricted to 10 alphanumeric characters as well as . and -. The start number is required. A generated HRID will consist of the prefix, if supplied, prepended to 0 padded 8 digit string starting from the start number. Every HRID generated will increment the current number of that inventory type by 1. HRID strings are case insensitive and must be unique or not present when adding a new inventory type.

Changing the start number to a number lower than the current number is not supported and will likely lead to generation of duplicate HRIDs. If an inventory type is added that contains a duplicate HRID, the module will reject the submission.

Inventory view endpoint

Running a query against the /inventory-view/instances API writes this log message:

WARN  CQL2PgJSON           loadDbSchema loadDbSchema(): No configuration for table instance_holdings_item_view found, using defaults

This is a known issue caused by RMB and can be ignored.

Domain event pattern

The pattern means that every time when an instance/item is created/updated/removed a message is posted to kafka topic:

  • inventory.instance - for instances;
  • inventory.item - for items;
  • inventory.holdings-record - for holdings records.

The event payload has following structure:

{
  "old": {...}, // the instance/item before update or delete
  "new": {...}, // the instance/item after update or create
  "type": "UPDATE|DELETE|CREATE|DELETE_ALL", // type of the event
  "tenant": "diku" // tenant name
}

X-Okapi-Url and X-Okapi-Tenant headers are set from the request to the kafka message.

Kafka partition key for all the events is instance id (for items it is retrieved from associated holding record).

Domain events for items

The new and old records also includes instanceId property, on the same level with other item properties, which defined in the schema:

{
  "instanceId": "<the instance id>",
  // all other properties that defined in the schema
}

Domain events for delete all APIs

There are delete all APIs for items instances and holding records. For such APIs we're issuing a special domain event:

  • Partition key: 00000000-0000-0000-0000-000000000000
  • Event payload:
{
  "type": "DELETE_ALL",
  "tenant": "<the tenant name>"
}

Reindex of instances

Some consumers need to pull all instances from an existing database. There is instance-reindex API for this. When a reindex job is submitted we initiate streaming of all instance IDs and publishing domain events for them. The domain event has following structure:

  • Topic: inventory.instance
  • Partition key: The instance id
  • Payload:
x-okapi-tenant: <tenant-id>
x-okapi-url: <okapi-url>

{
  "type": "REINDEX",
  "tenant": "<the-tenant-name>"
}

Iteration of instances

There are business cases when the whole instance collection should be traversed to obtain existing instances (and potentially related items/holdings) and processing them in asynchronous manner. Examples of such cases are:

  • creating search indices;
  • contributing instance catalog to external system.

To support the above there is "Instance Iteration API" available via /instance-storage/instances/iteration URL. It is similar to instance-reindex API but avoids some limitations of this API by:

  • allowing to specify a target Kafka topic for produced events;
  • allowing simultaneous execution of several jobs with different event types to serve the needs of different business processes;
  • making the interface client agnostic (naming says nothing about business intention of the caller, like re-indexing).

It's expected that Instance Iteration API will substitute Instance Reindex API in the future.

Iteration API provides the following methods:

  • to start a new iteration job: POST /instance-storage/instances/iteration
  • to get status of a running job by its id: GET /instance-storage/instances/iteration/{jobId}
  • to cancel a job: DELETE /instance-storage/instances/iteration/{jobId}

When an iteration job is being submitted the client can specify target topic and event type (optional):

{
  "eventType": "<event-type>",
  "topicName": "<target-topic-name>"
}

If event type is missing in the request it will be defaulted to ITERATE.

Once iteration job has been started, it initiates streaming of all instance IDs and publishing domain events for them. The domain event has the following structure:

  • Topic:
  • Partition key: The instance id
  • Payload:
x-okapi-tenant: <tenant-id>
x-okapi-url: <okapi-url>
iteration-job-id: <job-id>
{
  "type": "<event-type>",
  "tenant": "<the-tenant-name>"
}