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Not-so-smart folders
made smart(er)
Axel Faust
@ReluctantBird83
Learn. Connect. Collaborate.
Recap: “Smart” Folders
Alfresco 5.1: Concept “inherited” from Workdesk
Alfresco Workdesk (ex. WeWebU Open WorkDesk)
●
Transactional Content / Case File Management
●
Role-based customisation
Learn. Connect. Collaborate.
Recap: “Smart” Folders
Alfresco 5.1: Concept “inherited” from Workdesk
Primary: Virtual views
●
Metadata query (FTS / CMIS)
●
Seperate NodeRef for node in view
Learn. Connect. Collaborate.
Recap: “Smart” Folders
Alfresco 5.1: Concept “inherited” from Workdesk
Primary: Virtual views
●
Metadata query (FTS / CMIS)
●
Seperate NodeRef for node in view
Secondary: Transparent filing
●
Type, aspects + metadata
●
Path
Learn. Connect. Collaborate.
S-M-R-T Folders
Restriction #1: “Newborn” nodes only
Learn. Connect. Collaborate.
S-M-R-T Folders
Restriction #1: “Newborn” nodes only
Disqualified use cases
●
Simple state transitions
●
Incremental refinement
(i.e. multi-user process)
New In process Complete
Unclassified
Customer ABC (debitor ID)
Project X (cost account)
Person Y Timesheets
Learn. Connect. Collaborate.
S-M-R-T Folders
Restriction #2: Folder as content - “Look, don’t touch”
Learn. Connect. Collaborate.
S-M-R-T Folders
Restriction #3: Force denied permissions
Always
●
Deletion
●
Manage Permissions
No filing rul0e
●
Checkout
●
Update + create children / assocs
Learn. Connect. Collaborate.
S-M-R-T Folders
Restriction #4: Weird action config handling (Share)
<actionGroup id="document-details">
<action index="3xx" id="my-action" subgroup="30" appendEvaluators="true">
<evaluator>evaluator.doclib.action.DocumentEnableInSmartFolder</evaluator>
</action>
</actionGroup>
Learn. Connect. Collaborate.
S-M-R-T Folders
Restriction #4: Weird action config handling (Share)
<actionGroup id="document-details">
<action index="3xx" id="my-action" subgroup="30" appendEvaluators="true">
<evaluator>evaluator.doclib.action.DocumentEnableInSmartFolder</evaluator>
</action>
</actionGroup>
Rules for element in Smart folder
●
“appendEvaluators” != “true”
●
No evaluators in group
●
Arbitrary evaluator
Learn. Connect. Collaborate.
My Smart Folders Case (2018)
Demonstrator for health care services prospect
• Physician / practice records
• Uniform record structures
• Centralised archive structure
• Minimal training for ext. users
Learn. Connect. Collaborate.
My Smart Folders Case (2018)
Key use cases
• Generic file capture (email / scan)
• Classification via drag&drop / move
Learn. Connect. Collaborate.
My Smart Folders Case (2018)
Key use cases
• Generic file capture (email / scan)
• Classification via drag&drop / move
• Flexible physician-practice relations
(re-association via drag&drop / move)
• Time-boxed “relevant documents”
Learn. Connect. Collaborate.
Adding “A” to S-M-R-T Folders
ACS Core + Share patches
• AFaust/alfresco-repository/tree/virtualFolderEnhancements
• AFaust/share/tree/virtualFolderEnhancements
No PRs yet
• Evaluate Alfresco-claimed issues
• Slice into smaller increments
Learn. Connect. Collaborate.
Adding “A” to S-M-R-T Folders
CM-528/533: Suppress folder creation
Reasons
• “not sure, some problems during test”
• “needed to get v1.0 done”
Learn. Connect. Collaborate.
Adding “A” to S-M-R-T Folders
CM-528/533: Suppress folder creation
Reasons
• “not sure, some problems during test”
• “needed to get v1.0 done”
Repo-hack: cm:folder (sub-)type swapped w/ cm:content
(debug log only)
Learn. Connect. Collaborate.
Adding “A” to S-M-R-T Folders
Share action group / evaluator fixes
• Evaluator requirement configurable
• VirtualEvaluator marker interface
• Combined check action + group evaluators
Learn. Connect. Collaborate.
Smart(er?) Folders
Issues with transactional metadata query
• No FTS ranges
• Inefficient query / pagination
Learn. Connect. Collaborate.
Smart(er?) Folders
Issues with transactional metadata query
• No FTS ranges
• Inefficient query / pagination
=a:bc:123 a:bc:[100 TO 150]
… 1000s more ...
Learn. Connect. Collaborate.
Smart(er?) Folders
Leaking information (NodeRef / path)
• Child nodes (thumbnails)
• Nested smart folders
Encoding nested virtualisation may be too complex
Learn. Connect. Collaborate.
Smart(er?) Folders
Smart Folders 2.x
●
“5.1 included a 1.0 release”
●
“planned to have improvements in subsequent versions”
No known plans for 7.0 / beyond
REPO-2500 is only epic
Not-so-smart folders
made smart(er)
Thank you!

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Alfresco Devcon 2019 - Lightning Talk - Not-so-smart folders made smart(er)

  • 2. Learn. Connect. Collaborate. Recap: “Smart” Folders Alfresco 5.1: Concept “inherited” from Workdesk Alfresco Workdesk (ex. WeWebU Open WorkDesk) ● Transactional Content / Case File Management ● Role-based customisation
  • 3. Learn. Connect. Collaborate. Recap: “Smart” Folders Alfresco 5.1: Concept “inherited” from Workdesk Primary: Virtual views ● Metadata query (FTS / CMIS) ● Seperate NodeRef for node in view
  • 4. Learn. Connect. Collaborate. Recap: “Smart” Folders Alfresco 5.1: Concept “inherited” from Workdesk Primary: Virtual views ● Metadata query (FTS / CMIS) ● Seperate NodeRef for node in view Secondary: Transparent filing ● Type, aspects + metadata ● Path
  • 5. Learn. Connect. Collaborate. S-M-R-T Folders Restriction #1: “Newborn” nodes only
  • 6. Learn. Connect. Collaborate. S-M-R-T Folders Restriction #1: “Newborn” nodes only Disqualified use cases ● Simple state transitions ● Incremental refinement (i.e. multi-user process) New In process Complete Unclassified Customer ABC (debitor ID) Project X (cost account) Person Y Timesheets
  • 7. Learn. Connect. Collaborate. S-M-R-T Folders Restriction #2: Folder as content - “Look, don’t touch”
  • 8. Learn. Connect. Collaborate. S-M-R-T Folders Restriction #3: Force denied permissions Always ● Deletion ● Manage Permissions No filing rul0e ● Checkout ● Update + create children / assocs
  • 9. Learn. Connect. Collaborate. S-M-R-T Folders Restriction #4: Weird action config handling (Share) <actionGroup id="document-details"> <action index="3xx" id="my-action" subgroup="30" appendEvaluators="true"> <evaluator>evaluator.doclib.action.DocumentEnableInSmartFolder</evaluator> </action> </actionGroup>
  • 10. Learn. Connect. Collaborate. S-M-R-T Folders Restriction #4: Weird action config handling (Share) <actionGroup id="document-details"> <action index="3xx" id="my-action" subgroup="30" appendEvaluators="true"> <evaluator>evaluator.doclib.action.DocumentEnableInSmartFolder</evaluator> </action> </actionGroup> Rules for element in Smart folder ● “appendEvaluators” != “true” ● No evaluators in group ● Arbitrary evaluator
  • 11. Learn. Connect. Collaborate. My Smart Folders Case (2018) Demonstrator for health care services prospect • Physician / practice records • Uniform record structures • Centralised archive structure • Minimal training for ext. users
  • 12. Learn. Connect. Collaborate. My Smart Folders Case (2018) Key use cases • Generic file capture (email / scan) • Classification via drag&drop / move
  • 13. Learn. Connect. Collaborate. My Smart Folders Case (2018) Key use cases • Generic file capture (email / scan) • Classification via drag&drop / move • Flexible physician-practice relations (re-association via drag&drop / move) • Time-boxed “relevant documents”
  • 14. Learn. Connect. Collaborate. Adding “A” to S-M-R-T Folders ACS Core + Share patches • AFaust/alfresco-repository/tree/virtualFolderEnhancements • AFaust/share/tree/virtualFolderEnhancements No PRs yet • Evaluate Alfresco-claimed issues • Slice into smaller increments
  • 15. Learn. Connect. Collaborate. Adding “A” to S-M-R-T Folders CM-528/533: Suppress folder creation Reasons • “not sure, some problems during test” • “needed to get v1.0 done”
  • 16. Learn. Connect. Collaborate. Adding “A” to S-M-R-T Folders CM-528/533: Suppress folder creation Reasons • “not sure, some problems during test” • “needed to get v1.0 done” Repo-hack: cm:folder (sub-)type swapped w/ cm:content (debug log only)
  • 17. Learn. Connect. Collaborate. Adding “A” to S-M-R-T Folders Share action group / evaluator fixes • Evaluator requirement configurable • VirtualEvaluator marker interface • Combined check action + group evaluators
  • 18. Learn. Connect. Collaborate. Smart(er?) Folders Issues with transactional metadata query • No FTS ranges • Inefficient query / pagination
  • 19. Learn. Connect. Collaborate. Smart(er?) Folders Issues with transactional metadata query • No FTS ranges • Inefficient query / pagination =a:bc:123 a:bc:[100 TO 150] … 1000s more ...
  • 20. Learn. Connect. Collaborate. Smart(er?) Folders Leaking information (NodeRef / path) • Child nodes (thumbnails) • Nested smart folders Encoding nested virtualisation may be too complex
  • 21. Learn. Connect. Collaborate. Smart(er?) Folders Smart Folders 2.x ● “5.1 included a 1.0 release” ● “planned to have improvements in subsequent versions” No known plans for 7.0 / beyond REPO-2500 is only epic