Merge pull request #207 from CartoDB/update_docs_user_table

Update CartoDB User table docs and minor edits on cartodbfy reqs
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Carla 2016-03-29 12:58:20 +02:00
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A "cartodb" user table is a table with a well-known set of fields and a well-known set of triggers attached on.
The fields are:
- `cartodb_id`, a numerical primary key of serial type
- `created_at`, timestamp with timezone not null default now()
- `updated_at`, timestamp with timezone not null default now()
- `the_geom`, geometry, GiST indexed, constrained (see below)
- `the_geom_webmercator`, geometry, GiST indexed, constrained (see below)
The values of "the_geom" and "the_geom_webmercator" must match these constraints:
- Only POINT, MULTILINE, MULTIPOLYGON types ? Maybe UNCONSTRAINED
- Only 2 dimensions ? Maybe UNCONSTRAINED
- SRID=4326 for the_geom and SRID=3857 for the_geom_webmercator
The triggers are:
- `track_updates` after modifying statement updates cdb_tablemetadata
- `test_quota` before changing statement to forbid if overquota
- `test_quota_per_row` before changing row to forbod if overquota (checked on a probabilistic basis)
- `update_the_geom_webmercator` before insert or update row to maintain the_geom_webmercator
- `update_updated_at_trigger` before update row to maintain updated_at
Some conversions will be attempted to perform upon cartodbfication when certain fields appear:
- `cartodb_id`: If found type TEXT will be attempted to cast
- `created_at`: If found type TEXT will be attempted to cast
- `updated_at`: If found type TEXT will be attempted to cast

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CartoDB User Table
==================
Introduction
----------
A CartoDB user table is a table with a well-known set of columns and a well-known set of triggers attached on.
Columns
----------
The required columns of a CartoDB table are:
- ``cartodb_id``
- This column will be used as the primary key of the table and it has a sequence as default value
- Its values must be integer, non-zero, non-null and unique
- B-Tree indexed
- ``the_geom``
- This column stores the main geometric features of a table
- The type of the column in the Postgres database is ``geometry(Geometry,4326)```
- GiST indexed
- geometry, GiST indexed, constrained (see below)
- ``the_geom_webmercator``
- This column stores the geometries used for rendering purposes
- The type of the column in the Postgres database is ``geometry(Geometry,3857)``
- GiST indexed
- This column is automatically updated by the system when the ``the_geom`` column is updated or when there is an insertion of a new row into the table (See triggers below)
The values of ``the_geom`` and ``the_geom_webmercator`` must be two-dimensional Points, MultiLineStrings or MultiPolygons. Different geometric types in a CartoDB table are not supported.
Described table example
^^^^^^^^^^
::
Column | Type | Modifiers
----------------------+-------------------------+--------------------------------------------------------
cartodb_id | bigint | not null default nextval('t_cartodb_id_seq'::regclass)
the_geom | geometry(Geometry,4326) |
the_geom_webmercator | geometry(Geometry,3857) |
Indexes:
"table_name_pkey" PRIMARY KEY, btree (cartodb_id)
"table_name_the_geom_idx" gist (the_geom)
"table_name_the_geom_webmercator_idx" gist (the_geom_webmercator)
Triggers
----------
The triggers generated in each CartoDB table are:
- ``track_updates`` after modifying statement updates ``cdb_tablemetadata``
- ``test_quota`` before changing statement to forbid if overquota
- ``test_quota_per_row`` before insert ot update row to forbid if overquota (checked on a probabilistic basis)
- ``update_the_geom_webmercator`` before insert or update row to maintain the ``the_geom_webmercator`` updated with the contents in ``the_geom``
Described triggers example
^^^^^^^^^^
::
test_quota BEFORE INSERT OR UPDATE ON t FOR EACH STATEMENT EXECUTE PROCEDURE cdb_checkquota('0.1', '-1', 'public')
test_quota_per_row BEFORE INSERT OR UPDATE ON t FOR EACH ROW EXECUTE PROCEDURE cdb_checkquota('0.001', '-1', 'public')
track_updates AFTER INSERT OR DELETE OR UPDATE OR TRUNCATE ON t FOR EACH STATEMENT EXECUTE PROCEDURE cdb_tablemetadata_trigger()
update_the_geom_webmercator_trigger BEFORE INSERT OR UPDATE OF the_geom ON t FOR EACH ROW EXECUTE PROCEDURE _cdb_update_the_geom_webmercator()
Further details
----------
Some conversions will be attempted to perform upon cartodbfication when certain fields appear:
- ``cartodb_id``: If found type TEXT will be attempted to cast to integer. If not casteable, an eror will be raised.
- ``the_geom``: If found type TEXT will be attempted to cast to geometry(Geometry,4326).

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CartoDBfy Requirements
======================
Introduction
============
------------
This document aims at describing what cartodbfy is and what its formal requirements are, with the following goals in mind:
This document aims at describing what the CartoDBfication is and what its formal requirements are, with the following goals in mind:
- clarify what are the expectations of the "cartodbfycation process".
- define an important part of what should be a stable, public API
- allow for better testing, which should in turn...
- Clarify what are the expectations of the "cartodbfycation process".
- Define an important part of what should be a stable, public API
- Allow for better testing, which should in turn...
- ...ease modifications and increase quality of the code
What is the CartoDBfycation
---------------------------
What is the cartodbfycation
===========================
The cartodbfycation is the process of converting an arbitrary postgres table into a valid CartoDB table, and register it in the system so that it can be used in the CartoDB editor and platform to generate maps and analysis.
The CartoDBfycation is the process of converting an arbitrary postgres table into a valid CartoDB table, and register it in the system so that it can be used in the CartoDB editor and platform to generate maps and analysis.
It is performed by running the function ``CDB_CartodbfyTable(reloid REGCLASS)`` over a target table.
Valid CartoDB tables
====================
--------------------
A valid CartoDB table shall meet the following conditions:
- Have a ``cartodb_id`` integer column as primary key with a sequence as default value
- Have a ``cartodb_id`` column with integer, unique, non-zero and non-null values as primary key with a sequence as default value
- Have a ``the_geom`` column of type ``Geometry`` with SRID 4326
- Have a ``the_geom_webmercator`` column of type ``Geometry`` with SRID 3857
- The columns ``the_geom`` and ``the_geom_webmercator`` shall be in sync
- The columns ``the_geom`` and ``the_geom_webmercator`` shall be in sync (task of the ``update_the_geom_webmercator`` trigger)
Additionally, a CartoDB table can contain other columns.
See the `CartoDB User Table documentation`_
.. _CartoDB User Table documentation: https://github.com/CartoDB/cartodb-postgresql/blob/master/doc/CartoDB-user-table.md
for further information.
High level requirements
=======================
-----------------------
Here is a list of high level requirments for the public function ``CDB_CartodbfyTable()``:
- A call to ``CDB_CartodbfyTable()`` shall modify/rewrite the table and produce a valid CartoDB table with the same name.
- A call to ``CDB_CartodbfyTable()`` shall cause the registration of the table into the platform
- It shall be idempotent, meaning that successive calls to ``CDB_CartodbfyTable()`` shall not produce any visible effect in the system.
- A call to the function shall modify/rewrite the table and produce a valid CartoDB table with the same name.
- A call to the function shall cause the registration of the table into the platform.
- It shall be idempotent, meaning that successive calls to the function shall not produce any visible effect in the system.
- If there's a column containing a geometry, it shall be used to generate ``the_geom`` and the ``the_geom_webmercator`` columns.
- Exporting and re-importing the same table in CartoDB shall produce equivalent tables, with the same features associated to the same ``cartodb_id``'s.
Note that there should be only one feature per row in the source table. If there's more than one, then which one is used for ``the_geom`` and ``the_geom_webmercator`` fields is not determined.
Note that there should be only one geometry per row in the source table. If there's more than one, then which one is used for ``the_geom`` and ``the_geom_webmercator`` fields is not determined.
Low-level requirements
======================
----------------------
- If the original table contains a valid (unique and not null) ``cartodb_id`` column, it shall be used
- If the original table contains a ``the_geom`` column or a ``the_geom_webmercator`` column in the expected projection (EPSG 4326 and EPSG 3857, respectively) they shall be used.
- If the original table contains a valid (integer, unique, non-zero and not null) ``cartodb_id`` column, it shall be used
- If the original table contains a ``the_geom`` column or a ``the_geom_webmercator`` geometric column in the expected projection (EPSG 4326 and EPSG 3857, respectively) they shall be used.
- A modification of a cartodbfy'ed table shall insert or update a row in ``CDB_TableMetadata``
- A cartodbfy'ed table shall have a ``btree`` index on ``cartodb_id``
- A cartodbfy'ed table shall have ``gist`` indices on ``the_geom`` and ``the_geom_webmercator``
- Cartodbfy shall deal with text columns for imports, regarding CartoDB columns
- Cartodbfy shall deal with text columns for imports, regarding CartoDB columns (``cartodb_id``, ``the_geom``, ``the_geom_webmercator``)