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oe-service-personalization

2.3.0 • Public • Published

oe-service-personalization

This module will apply operations such as field masking, hiding fields, sorting, etc on top of traditional remote endpoints, thereby "personalizing" them. With these limited set of operations it is also possible to personalize data to a group of clients. In other words, the same data can appear (and/or behave differently) on, say, an android app, an ios app, and, a browser app.

Such granular differenciations are possible by describing them in an property called scope on the personalization rule. (This is made possible by the oe-personalization module). Further, for such segmented personalizations to take effect, we need the necessary header in the http request (as how it is in the scope).

Such kind of personalizations allows for us to be able to derive analytics on the groups or segmentations which would in-turn allow us to focus more on servicing those groups better. For e.g. assume there is an api. Further assume, it is personalized for both a mobile client and a browser client. Once deployed, we can derive the analytics by looking at server logs for the same api and decide which platform that api is frequently accessed. Such information can be used to improve the user experience on that platform. However, this is not in scope of this document.

This documentation is best viewed in a github based markdown viewer. E.g. Visual Code editor's inbuilt markdown reader

Table Of Contents

Install and test

$ git clone https://github.com/EdgeVerve/oe-service-personalization.git
$ cd oe-service-personalization
$ npm install --no-optional
$ # Just run test cases 
$ npm run test
$ # Run test cases along with code coverage - code coverage report will be available in coverage folder 
$ npm run grunt-cover

Main features

  • Customizing remote responses, or data (i.e. queried via loopback model api), to appear in a certain manner
    • Based on user role
    • Custom scope - for e.g. for android, or, ios clients
  • Limiting personalization to apply to a particular remote method

PersonalizationRule model

This is the framework model is used to store personalization rules.

{
  "name": "PersonalizationRule",
  "base": "BaseEntity",
  "plural": "PersonalizationRules",
  "description": "Service Personalization metadata",
  "idInjection": false,
  "strict": true,
  "options": {
    "validateUpsert": true,
    "isFrameworkModel": true
  },
  "properties": {
    "ruleName": {
      "type": "string"
    },
    "disabled": {
      "type": "boolean",
      "default": false
    },
    "modelName": {
      "type": "string",
      "required": true,
      "unique": true,
      "notin": [
        "PersonalizationRule"
      ]
    },
    "personalizationRule": {
      "type": "object",
      "required": true
    },
    "methodName" : {
      "type": "string",
      "default": "**",
      "description": "The model methodName this rule should apply to. Should be the methodName (static/instance) or wildcards you specify in a afterRemote()/beforeRemote(). Default '**'"
    }
  },
  "validations": [],
  "relations": {},
  "acls": [],
  "methods": {},
  "mixins": {}
}

Important properties

  1. modelName - the target model for which the personalization should apply
  2. personalizationRule - the json object which stores operations to apply. More in the How to Use and Supported operations sections
  3. disabled - boolean flag which instructs framework to apply personalization or not - default false (i.e. apply the personalizations)
  4. methodName - the method for which personalization has to apply - default ** - i.e. apply to all static and instance methods. See below for acceptable values.
  5. ruleName - (optional) name for the personalization rule. Used for debugging.
  6. scope - (optional) used to control personalization based on roles or through http headers (by the api consumers). For e.g. it can have a value { "roles" : ['admin'] }... it means, personalization will apply for a logged-in admin user only.

Acceptable values for methodName

It can accept the following patterns (wildcards and names)

  • ** (default) - all static and instance methods
  • * - only static methods
  • *.* or prototype.* - only instance methods
  • Valid static method name. It can be standard, or, a custom static remote method.
  • Valid instance method name. It can be standard, or, a custom instance remote method. E.g. prototype.foo, where foo is a method defined on the prototype of the model's constructor.

See section Notes on loopback relations for more information.

How to use

This documents a general usage pattern - achieving personalization via call to the http endpoint of the model.

The same can be done through code. Refer to Programmatic Api section for the same.

1. Install the module to your application

npm install oe-service-personalization

2. Add config to your project's app-list.json:

  {
    "path": "oe-service-personalization",
    "enabled": true    
  }

If you require role-based service personalization, add oe-personalization depedency prior to oe-service-personalization

  {
    "path": "oe-personalization",
    "enabled": true,
    "autoEnableMixins": true
  },
  {
    "path": "oe-service-personalization",
    "enabled": true    
  }

3. Add ServicePersonalizationMixin mixin to the model declaration.

Example:

{
  "name": "ProductOwner",
  "base": "BaseEntity",
  "idInjection": true,
  "properties": {
    "name": {
      "type": "string"
    },
    "city": {
      "type": "string",
        "require" : true
    }
  },
  "validations": [],
  "relations": {
    "ProductCatalog": {
      "type": "hasMany",
      "model": "ProductCatalog"
    },
    "address": {
      "type" : "hasOne",
      "model" : "AddressBook"
    }
  },
  "acls": [],
  "methods": {},
  "mixins": {
    "ServicePersonalizationMixin" : true
  }
}
 

4. Insert rules into the PersonalizationRule model.

Example:

{
    "disabled" : false,
    "modelName" : "ProductCatalog",
    "personalizationRule" : {
        "fieldValueReplace" : {
            "keywords" : {
                "Alpha" : "A",
                "Bravo" : "B"
            }
        }
    },
    "scope" : {
        "device" : "mobile"
    }
}

The above example adds a fieldValueReplace operation to the keywords property of ProductCatalog model. Additionally we have provided scope for this rule to take effect only when it is specified in the http headers of the request; it is always a simple key/value pair. See section Supported operations for info about more operations.

To have this personalization apply only to a user of a specified role (say to either tellers or agents), it must be defined as in the below example:

Example:

{
    "disabled" : false,
    "modelName" : "ProductCatalog",
    "personalizationRule" : {
        "fieldValueReplace" : {
            "keywords" : {
                "Alpha" : "A",
                "Bravo" : "B"
            }
        }
    },
    "scope" : {
        "roles" : ["teller", "agent"]
    }
}

5. (Optional) Configure custom functions path

If there are custom function operations, add the path in the application's config.json file. Alternatively, set the environment variable: custom_function_path

Example: (config.json snippet):

  "servicePersonalization" : {
    "customFunctionPath": "D:\\Repos\\oecloud.io\\oe-service-personalization_master\\test\\customFunction"
  }

Example: (via environment variable) (bash prompt):

$ export custom_function_path="/project/customFuncDir"

Note: the full path to the directory is required.

Working Principle

All models with the ServicePersonalizationMixin enabled will have functions attached to its afterRemote() and beforeRemote() which will do the personalization.

The personalization records, stored in PersonalizationRule, are queried according to scope, and, model participating in the remote call. The information required for this is obtained from the HttpContext which is an argument in the callback of the aforementioned methods.

After this, these steps are done:

  1. personalization is applied at the root model, i.e. the one that participates in the remote call.
  2. personalization is then applied to any relations
  3. personalization is applied to all properties of the root model, which are model constructors

Personalization can happen through code also via performServicePersonalization() or, applyServicePersonalization() api calls. They follow the same process mentioned above, however, there are a few limitations. Notably, those operations which are meant to apply post-fetch will be honoured, and, thus personalized.

More details on pre-fetch and post-fetch in sections below. (Significance of pre-fetch & post-fetch)

Supported operations

To keep this document brief, a short description about each operation is only given. Please visit the tests to see example usages. It is recommended to review the tests synopsis section if debugging the tests are necessary.

The one and only test file can be found in this project's folder here:

./test/test.js

Below is the list of all supported operations and their corresponding tests:

Operation Description Aspect Tests
lbFilter This applies a loopback filter to the request; it can contain an include clause or a where clause. pre-fetch t21
filter Same as above, but only adds the where clause to the request i.e. a query-based filter pre-fetch t9
sort Performs a sort at the datasource level pre-fetch t4, t5, t6, t7, t8, t10, t11
fieldReplace Replaces the property name in the data with another text. (Not its value) pre-fetch/post-fetch t1, t15, t17
fieldValueReplace Replaces the property value in the data pre-fetch/post-fetch t22, t20, t19, t18, t17, t16, t3, t23
fieldMask Masks value in the field according to a regex pattern. More details in the section of fieldMask post-fetch t24, t25, t26, t27, t28, t29
mask Hides a field in the response pre-fetch t13
postCustomFunction Adds a custom function which can add desired customization to response. Please see step #5 in how to use. post-fetch t35, t36
preCustomFunction Adds a custom function which can add desired customization to the request. Please see step #5 in how to use. pre-fetch t35, t36

fieldMask options

Prior to version 2.4.0, a field mask definition looks like this:

{
  "modelName": "ProductCatalog",
  "personalizationRule": {
    "fieldMask": {
      "modelNo": {
        "pattern": "([0-9]{3})([0-9]{3})([0-9]{4})",
        "maskCharacter": "X",
        "format": "($1) $2-$3",
        "mask": [
          "$3"
        ]
      }
    }
  },
  "scope": {
    "region": "us"
  }
}

This is still supported. The framework assumes modelNo in this example to be of type String and performs validation before insert into PersonalizationRule model.

The fieldMask operations can be applied to the following data types:

  • String
  • Number
  • Date

Validation will happen for the same at the time of creating the PersonalzationRule record, i.e., type validation on the field will take place against the same field in the target model.

fieldMask for strings

Formal way to specify masking data of type String is as follows:

{
  "modelName": "ProductCatalog",
  "personalizationRule": {
    "fieldMask": {
      "modelNo": {
        "stringMask" : {
          "pattern": "([0-9]{3})([0-9]{3})([0-9]{4})",
          "maskCharacter": "X",
          "format": "($1) $2-$3",
          "mask": [
            "$3"
          ]
        }
        
      }
    }
  },
  "scope": {
    "region": "us"
  }
}

fieldMask for numbers

Formal way to specify masking of numbers is as follows:

{
  "modelName": "ProductCatalog",
  "personalizationRule": {
    "fieldMask": {
      "modelNo": {
        "numberMask" : {
          "pattern": "([0-9]{3})([0-9]{3})([0-9]{4})",
          "maskCharacter": "X",
          "format": "($1) $2-$3",
          "mask": [
            "$3"
          ]
        }
        
      }
    }
  },
  "scope": {
    "region": "us"
  }
}

Note: the options are similar to that of stringMask. Validation is done to determine if modelNo is of type Number

fieldMask for date

Formal way to specify masking of dates are as follows:

{
  "modelName": "XCustomer",
  "personalizationRule": {
    "fieldMask": {
      "dob": {
        "dateMask": {
          "format": "MMM/yyyy"
        }
      }
    }
  }
}

The format in a dateMask field accepts any valid joda-time string. It is also assumed to be of the en_us locale by default. Characters intended for masking can be embedded in the format string itself, however, they are a limited set, as, certain commonly used characters like x or X have special meaning in the joda standard.

For more info about joda-time format visit: https://js-joda.github.io/js-joda/manual/formatting.html#format-patterns

See note on supporting other locales. ( Additional Locale support for dates )

Operations on objects

Operations such as fieldMask, fieldValueReplace, etc can be applied on properties of type Object.

The path to the nested property can be specified by using the unicode character \uFF0E as seperator.

Example (test t31):

{
  "modelName": "Customer",
  "personalizationRule": {
    "fieldReplace": {
      "billingAddress\uFF0Estreet": "lane"
    }
  },
  "scope": {
    "device": "android"
  }
}

Programmatic API

There are two flavours of api wrt personalization. Both are available in the following namespace:

oe-service-personalization/lib/api

1. Using model name, and, model data

Use performServicePersonalizations() api.

The signature is as follows:

/**
 * Personalizes data by mutating it.
 *
 * The personalization rules are queried
 * using the modelName.
 *
 * @param {string} modelName - name of model
 * @param {*} data - Array or Object
 * @param {ServicePersonalizationOptions} options - service personalization options
 *  Two properties:
 *    - isBeforeRemote - always false
 *    - context - the HttpContext object
 * @param {function} cb - the function to signal completion
 *   Has only one arguments - error
 * @returns {undefined} - nothing
 */
function performServicePersonalizations(modelName, data, options, cb) {
  // ...
}

Example

 
const { performServicePersonalizations } = require('./../../../lib/api'); // or require('oe-service-personalization/lib/api');
const loopback = require('loopback');
 
module.exports = function(PseudoProductOwner) {
  PseudoProductOwner.remoteMethod('demandchain', {
    description: 'Gets the stores, store addresses, and, contacts of a product owner',
    accepts: [
      {
        arg: 'id',
        type: 'number',
        description: 'the unique id of the owner',
        required: true
      },
      {
        arg: 'options',
        type: 'object',
        http:function(ctx) {
          return ctx;
        }
      }
    ],
    returns: {
      arg: 'chain',
      root: true,
      type: 'object'
    },
    http: { path: '/:id/demandchain', verb: 'get' }
  });
 
  PseudoProductOwner.demandchain = function(ownerId, options, done) {
    if(typeof done === 'undefined' && typeof options === 'function') {
      done = options;
      options = {};
    };
    let ProductOwner = loopback.findModel('ProductOwner');
    let filter = {
      "include": [ 
        {
          "ProductCatalog" : {
            "store": {
              "store" : { 
                "addresses" : "phones"  
              } 
            } 
          } 
        }, 
        "address" 
      ],
      "where": { "id": ownerId } 
    };
    ProductOwner.findOne(filter, options, function(err, result) {
      if(err) {
        return done(err);
      }
      let persOptions = {
        isBeforeRemote: false,
        context: options
      }
      performServicePersonalizations(ProductOwner.definition.name, result, persOptions, function(err){
        done(err, result);
      })
    });
  };
}

Note: the options in the remote method function definition, in the example above is, HttpContext

2. Using model name, data, and, personalization rules

Use the applyServicePersonalization() api

Signature:

/**
   * Api for personalization. Rules can
   * be manually passed as arguments to
   * this function.
   *
   * @param {string} modelName - the model name.
   * @param {*} data - object or array
   * @param {array} personalizationRecords - the personalization rule as an array.
   * @param {object} options - personalization options
   * @param {function} done - callback to signal completion. Takes only one argument - error.
   * @returns {undefined} - nothing
   */
  function applyServicePersonalization(modelName, data, personalizationRecords, options, done) {
    // ...
  }

Significance of pre-fetch/post-fetch operations

It impacts how personalizations is done for relations, and, nested data.

Operations are individual actions you can perform on data, such as fieldMask, or, fieldValueReplace, etc.

A pre-fetch operation is applied before data is fetched from a loopback datasource. For e.g. lbFilter, filter, etc

A post-fetch operation is carried out after data is fetched from a loopback datasource. For e.g. fieldMask

Due to the way loopback relations are implemented, only operations that post-fetch are honoured. This is also the case when using the programmatic api for service personalization (regardless of whether relations are accessed or not).

Points to consider

  1. Datasource support. Datasources can be service-oriented. (Such as a web service). Hence support for sorting, filtering, etc may be limited. Therefore operations which pre-fetch may not give expected results.

  2. Using custom functions (postCustomFunction or preCustomFunction). Please honour the pipeline stage and use the correct operation. No point in trying to modify ctx.result in a preCustomFunction. Also ensure path to the directory where the custom functions are stored is configured correctly.

  3. Understand how pre-fetch/post-fetch applies to relations and nested data. See section Significance of pre-fetch/post-fetch operations

  4. See section Notes on loopback relations

Test Synopsis

The following entity structure and relationships assumed for most of the tests.


+-------------------+      +------------------------+       +------------------------+
|                   |      |                        |       |                        |
|    AddressBook    |      |       PhoneNumber      |       |     ProductCatalog     |
|                   |      |                        |       |                        |
+-------------------+      +------------------------+       +------------------------+
| line1    : string |      | number    : string (PK)|       | name        : string   |
| line2    : string |      | firstName : string     |       | category    : string   |
| landmark : string |      | lastName  : string     |       | desc        : string   |
| pincode  : string |      |                        |       | price       : object   |
+-------------------+      +------------------------+       | isAvailable : boolean  |
                                                            | modelNo     : string   |
                                                            | keywords    : [string] |
                                                            +------------------------+


+-----------------+     +---------------+        +--------------------------------+
|                 |     |               |        |                                |
|  ProductOwner   |     |     Store     |        |           StoreStock           |
|                 |     |               |        |                                |
+-----------------+     +---------------+        +--------------------------------+
|  name : string  |     | name : string |        | storeId          : string (FK) |
|  city : string  |     |               |        | productCatalogId : string (FK) |
+-----------------+     +---------------+        +--------------------------------+


==========================================================================================================================

                                        +--------------+
                               +--------+ ProductOwner +----------+
                               +        +--------------+          +
                     (hasMany-ProductCatalog)             (hasOne-address)
                               +                                  +
                               v                                  v
                       +-------+--------+                    +----+----+                            +-------------+
         +------------>+ ProductCatalog |                    | Address +-----+(hasMany-phones)+---> | PhoneNumber |
         |             +----------------+                    +----+----+                            +-------------+
         |                                                        ^
         |                                                        |
(belongsTo-product)                                               +
         |                                                 (hasMany-addresses)
         |                                +-------+               +
         |         +-+(belongsTo-store)+->+ Store +---------------+
         |         |                      +-------+
         |         |
   +-----+------+  |
   | StoreStock +--+
   +------------+

Note: All the models have the ServicePersonalizationMixin enabled.

The test folder is meant to emulate a small oe-cloud application.

To run as an application server:

$ node test/server.js

It is also recommended to attach an explorer component (such as loopback-component-explorer) when running as a standalone application.

Note on loopback relations

The standard names for instance methods commonly refer to a loopback relation. The names are governed by the loopback framework. The pattern goes something like this:

E.g. consider a simple Customer/Order relationship. Assume the following description of a Customer model:

  • Customer
    • relations
      • orders
        • type: hasMany
        • model: Order

Assumes a client invokes the following api (GET):

http://localhost:3000/api/Customers/2/orders

The loopback framework creates a methodString on the HttpContext object as follows:

Customer.prototype.__get__orders

If the requirement is such that, only this api call should be personalized, create a personalization record for Order

This should ensure the required result in the desired remote call.

Note: both models should have ServicePersonalizationMixin enabled

A developer always has the freedom to define a non-static instance method with the same name, and, still have the relation defined. One must always refrain from doing this.

Do not collude with loopback's internal naming standards.

Additional Locale support for dates

To enable additional locale support, we must modify this module dependencies.

Dynamic locale support

For multi-locale support, we must do the following:

  1. Uninstall @js-joda/locale_en-us
  2. Install the following: @js-joda/locale, cldr-data, cldrjs modules
  3. In the ./lib/utils.js file, edit the Locale import line; import from the generic module like follows:
const { Locale } = require('@js-joda/locale');
  1. In the dateMask configuration, specify locale property.

Acceptable values (String) for the locale property are:

  • ENGLISH
  • US (default)
  • UK
  • CANADA
  • FRENCH
  • FRANCE
  • GERMAN
  • GERMANY

Warning: These steps could increase the size of node_modules.

Dynamic locale support (with limited locales)

For supporting only a few locales in a dateMask operation, we need to only install those locales and the generic @js-joda/locale module. The general pattern of the locale module will be:

@js-joda/locale_<locale>

Also perform steps 3 and 4 in the previous section.

Refer to this documentation for acceptable <locale> values:

https://github.com/js-joda/js-joda-locale#use-prebuilt-locale-packages

Readme

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github.com/EdgeVerve/oe-service-personalization

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github.com/EdgeVerve/oe-service-personalization#readme

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