Re: WeDAV Versioning Summary

Geoffrey M. Clemm (gclemm@tantalum.atria.com)
Wed, 14 Apr 1999 18:33:57 -0400


Date: Wed, 14 Apr 1999 18:33:57 -0400
Message-Id: <9904142233.AA07009@tantalum>
From: "Geoffrey M. Clemm" <gclemm@tantalum.atria.com>
To: jamsden@us.ibm.com
Cc: ietf-dav-versioning@w3.org
In-Reply-To: <85256752.00505E3E.00@d54mta03.raleigh.ibm.com>
Subject: Re: WeDAV Versioning Summary

Some minor wording nits ...

I'd like to thank Jim again for a truly *excellent* write-up!!

Cheers,
Geoff


   From: jamsden@us.ibm.com

   Introduction

   This document summarizes the semantics and rules for WebDAV versioning that
   have been discussed the last few weeks on xml-dav-versioning. This document
   doesn't present a lot of alternatives, motivation for why we picked one
   semantic over another, or raise any issues. These will come later. I will
   however try to present versioning, parallel development, configuration
   management, and Document Management Systems semantics as simply and
   completely as possible so we can see the big picture. Assuming we can nail
   down these semantics, the protocol should be pretty straight forward to
   design.

   WebDAV Versioning Summary

   The following is a brief summary of the WebDAV semantics for supporting
   versioning, parallel development, and configuration management. This
   summary does not describe the details of the protocol, only the high level
   semantics the protocol is intended to support.

   Creating Versioned Resources

   A resource or collection can be put under version control. Putting a
   resource under version control creates a versioned resource and sets its
   initial revision to the resource.

Perhaps "creates an initial revision that is a copy of that resource".

   A checked in revision cannot be modified
   by anyone at any time.

   When a resource is put under version control, the server generates a URI
   for each revision that may be used to explicitly access that revision.
   These URIs are globally unique and are never reused for any other revision.

   Naming Revisions: revision ids and labels

   A revision of a versioned resource is given a system assigned revision id
   when it is checked in. This revision id acts as an immutable identifier
   distinguishing this revision from all others of the same versioned
   resource. A revision id can be assigned to only one revision of a versioned
   resource, and can never be reused on that versioned resource.

   A user may assign other revision names called revision labels to a revision
   in order to distinguish it from other revisions using more meaningful
   names. These revision labels must be unique for any given versioned
   resource, but may be reassigned to any revision of the versioned resource
   at any time. Revisions of different versioned resources may have the same
   label.

   There is a distinguished, floating label called "latest" which
   always refers to the latest revision in a given activity.

The default semantics of adding an activity to an RSR is "latest in
the activity", so there is no need for a "latest" label.  In addition,
when there are multiple parallel activities adding revisions to a
versioned resource, it would be ambiguous which one "latest" referred to.

So I suggest we just strike that sentence.

   Modifying a Versioned Resource

   A versioned resource may be modified by checking out a revision to create a
   working resource. A working resource can be updated (PUT, PROPPATCH, etc.)
   any number of times. When updates are complete, the working resource is
   checked back in. Users can use checkout/checkin to register intent to
   modify a versioned resource similar to the way lock and unlock are used in
   DAV level 2. The sense is reversed though. A checked in revision cannot be
   changed without checking it out first.

   A revision may be checked in as mutable or immutable. If the revision is
   mutable, a subsequent checkin of a working resource may be done in place
   allowing the mutable revision to be updated in place without creating a new
   revision. A working resource created by a checkout of a mutable revision
   can also be checked back in creating a new revision if the user wants to
   retain the previous revision. If the revision is immutable, any checkin of
   a working resource derived from this revision must create a new revision.
   The mutability of a revision cannot be changed once it has been established
   on an initial checkin.

   Servers may choose to not allow revisions to be checked in as mutable, or
   they may not allow a revision to be checked in without creating a new
   revision. These constraints are typical of current configuration management
   systems. Document management systems typically allow revisions to be
   mutable and don't have these restrictions.

   A revision of a collection is modified by adding or removing member URLs.

Using the new "bind" semantics, "by adding and removing bindings to
other versioned resources".

   Changing the contents of a member of a revision of a versioned collection
   does not imply a change to that revision of the versioned collection.

"In particular, adding a new revision to a versioned resource does not
require a new revision of a versioned collection that contains that
versioned resource".  You say this below, but it might be worth setting
up this idea up front.

   Development with Activities

   Resources are checked out in the context of an activity. An activity
   abstracts a set of related changes a user is making to versioned resources.
   Each activity represents a thread of development. Servers may support
   multiple sequential activities that can be used to enable controlled
   parallel development. These different activities can be merged together at
   some later time in order to integrate the changes.

   Servers that don't
   support parallel development effectively only support one, default
   activity.

I'd strike the preceding sentence.

   A revision that is already checked out in an activity cannot be
   checked out again in the same activity. If parallel development is desired,
   a user can checkout the revision in another activity and merge them later.

   Simple parallel development can be accomplished by using the null activity.
   A server may allow many checkouts of the same revision using the null
   activity. Merge is not supported for the null activity, client applications
   are responsible for integrating the changes.

I'd replace the preceding paragraph with the "current label" description
posted earlier.


   Selecting Revision through the Workspace

   Resources, working resources, and revisions of versioned resources are all
   accessed using a URL. Specific revisions of a versioned resource can be
   accessed by specifying the server generated revision URI, or the resource
   URL and a version label. However, versioned resources are usually accessed
   using a simple, human meaningful URL. The revision selected when a specific
   revision name is not specified is resolved through a workspace. A workspace
   provides a mapping between URLs for versioned resources, and specific
   revisions. This allows versioned resources and unversioned resources to be
   accessed the same way. As a consequence, relative ULRs continue to work,
   and DAV level-2 clients that are not versioning aware are able  to access
   versioned resources.

   A workspace contains a current activity and a revision selection rule.
   Revisions are selected using the following rules in order: If the URL is to
   a unversioned resource, then that resource is selected. If the URL is to a
   checked out revision, then it is selected. Otherwise the workspace revision
   selection rule is applied to select the revision. If there is no matching
   revision, then a resource not found status is returned. This rule is
   applied to collections to select the revision that determines their member
   URLs, and to other resource to determine the revision containing their
   contents.

   A workspace revision selection rule can specify any number of revision
   labels, activities, configurations, or the functor "latest" to specify what
   revision to select. The rules are applied in order until the first match is
   found. Any subsequent potential matches are ignored. A label matches a
   revision with that label. An activity matches the latest revision in that
   activity, and may result in merge conflicts. A configuration matches a
   revision contained in that configuration. Latest matches the latest
   revision.

Probably worth noting here that "latest" is just based on modification time,
and is independent of the predecessor/successor relations created by
checkin/checkout.

   If a request is made and no workspace is specified, a default workspace
   containing the null activity and "latest" in the version selection rule is
   used.

I'd say "a default activity", rather than "the null activity".

"Alternatively, the default workspace can contain the current-label
"default", and with label=default in the version selection rule".

   Administrators can change the current activity and revision selection
   rule of this default workspace to have such down-level client requests done
   in some other activity, or to support access to more specific revisions of
   versioned resources.

   A resource revision is checked out in the context of a workspace which is
   used, with the resource URL, to subsequently access the working resource.
   If a workspace is not specified on checkout, a new workspace is created as
   a "checkout token".

The server is allowed to use an existing workspace instead of creating a
new workspace, so this should probably be "the server allocates a workspace
for the checkout, possibly reusing an existing one, and returns this workspace
as a `checkout token' for use by the client to identify the working resource."

   This workspace has no current activity, and no revision
   selection rule. It can only be used to access the checked out working
   resource. Client applications that wish to do their own URL to revision
   mappings and not rely on server workspaces may use these checkout tokens
   and revision GUIDs to do so.

"... may use these workspaces as checkout tokens ..."

   Configuration Management

   A workspace represents a volatile set of revisions. Any new checkouts,
   changes to the current activity, merging operations, or changes to the
   revision selection rule may result in the selection of different revisions.
   A configuration is a resource that represents an immutable set of
   revisions.   A configuration contains a specific revision of each member
   versioned resource. A configuration cannot contain a mutable revision
   because the semantics of configurations cannot be guaranteed.

I'd avoid the word "contain" here, since I still believe we do not want to
model configurations as collections, but rather as "opaque resources" that
can be placed in a workspace to recover a saved configuration.  This allows
far greater flexibility in implementation by the server.  But that is
a topic of current discussion (:-).

   A workspace
   whose version selection rule contains a configuration will always return
   the same revisions as long as there are no revisions checked out.

Yup.

   Versioned Collections

   A collection contains a set of member URLs. For versioned collections, the
   members refer to versioned resources, not particular revisions. To add or
   remove members from a revision of a versioned collection, it must be
   checked out just like any other resource. Creating a new revision of a
   member, or modifying a member has no effect on the collection. Deleting a
   versioned resource that is an internal member from a collection does not
   delete the versioned resource, it only deletes the member from that version
   of the collection. The resource may still be a member of a previous or
   subsequent revision of this or some other collection. The URL for a
   collection without a particular revision name is resolved to a particular
   revision using the workspace the same as any other resource. If the
   collection is part of a URL for some other resource, then its members are
   determined from the selected revision.

   Revision History

   Each revision has a predecessor relationship with the revision it was
   checked out from, and a successor relationship with revisions that were
   checked out from it. Revisions may also have merge predecessor/successor
   relationships with other revisions. A merge predecessor is a merge source
   while the merge successor is the merge target and contains changes from the
   merge predecessor as well as the predecessor. The revision history of a
   versioned resource is the directed acyclic graphic (DAG) made up of all its
   revisions from the initial revision to all tip revisions in all activities
   in which this versioned resource was modified. The revision history
   contains sufficient information so that a client may display or sort the
   history by last modified properties.

   Merging

   Each activity represents a separate parallel thread of development. Users
   make their changes in the context of an activity. Changes to the same
   revision must be done in separate activities or by using the null activity.

Strike the "null activity" reference.

   At some point, a user may want to merge changes made to the same revision
   together to create a new revision containing the combined updates. This is
   accomplished by merging an activity into a workspace. In order to do a
   merge, it is first necessary to determine what must be merged. A merge
   conflict report lists the resources that have been modified in parallel in
   different activities. The merge conflict report is generated using the
   following rules: 1) if the merge source specifies a predecessor of the
   revision selected by the workspace, then the workspace revision is
   selected, else 2) if the merge source specifies a successor of the revision
   selected by the workspace, then the merge source revision is selected, else
   3) the merge source and the current workspace specify revisions that are on
   different lines-of-descent, and a potential merge conflict exists and is
   included in the merge conflict report.

   A user can request the differences between two revisions of a resource
   (servers may provide a differences report, but they must at least indicate
   if they are the same or not). A user can request conflicts between an
   activity and the current workspace to generate a merge conflict report. A
   user can also request the differences between a configuration and the
   current workspace which lists at least the activities that are contained in
   the configuration but not in the workspace and vice versa. So differences
   are detected at different levels: content differences for resources,
   revision differences for activities, and activity differences for
   configurations.

   Once the merge conflicts are known, a user resolves the conflicts by
   merging the source activity with the workspace. This enters the merge
   source into the workspace, and sets the current conflicts that must be
   resolved. The conflicts are resolved by merging the revisions from the
   merge source into the revision selected by the workspace to create a new
   working resource. Servers may perform some default auto merging, but at a
   minimum, the merge is done by checking out the revision in the current
   activity and noting the merge from the merge source. This creates a  merge
   successor/predecessor relationship between the merge source and workspace
   revisions called merged-from. The conflict is now removed because the
   working resource is now a successor of both the source and target
   revisions. It is the user's responsibility to apply the differences in the
   two revisions in an appropriate manner. The merge is complete when all the
   conflicts are resolved, all differences have been merged, and the resources
   are all checked back in. The merge source can now be removed from the
   workspace as all of its changes are now included in the current activity.

   When merging mutable revisions, the merge conflict report may be inaccurate
   as the source revision may change without the system being aware. Users are
   responsible for applying any changes to ancestor revisions to their
   descendants as appropriate. The system cannot determine if there are any
   changes that need to be applied other than by looking a the last-modified
   dates of the revisions.

   Locking Versioned Resources

   Locking a versioned resource prevents any revision from being checked out
   in any activity. Locking a revision of a versioned resource prevents just
   that revision from being checked out in any activity. Locking an activity
   prevents any revisions from being checked out in that activity. Locking a
   workspace prevents any checkouts in the current activity of that workspace
   (similar to locking the current activity), and prevents changes to the
   workspace revision selection rule.