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docs: [FC-0074] glossary update #266

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merged 10 commits into from
Feb 19, 2025
2 changes: 1 addition & 1 deletion docs/reference/architecture-subdomains.rst
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Expand Up @@ -15,7 +15,7 @@ Currently, these are the `architecture subdomains`_ used by the Open edX Events
| Enterprise | Provides tools for organizations to manage their learners and courses. |
+-------------------+----------------------------------------------------------------------------------------------------+

Here we list useful information about Open edX architecture subdomains and their use in the Hooks Extension framework:
Here we list useful information about Open edX :term:`architecture subdomains` and their use in the Hooks Extension framework:
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I can update this later :)


- `Events Naming and Versioning`_
- `Notes on events design and subdomains`_
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45 changes: 31 additions & 14 deletions docs/reference/glossary.rst
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Open edX Filters Glossary
##########################

A filter has multiple components that are used to define, execute and handle filters, such as pipeline, pipeline steps, filter definition, filter signature, filter type, filter exceptions, filter configuration, etc. This glossary provides definitions for some of the terms to ease the adoption of the Open edX Filters library.
A filter has multiple components that are used to define, execute, and handle filters, such as pipeline, pipeline steps, filter definition, filter signature, filter type, filter exceptions, filter configuration, etc. This glossary provides definitions for some of the terms to ease the adoption of the Open edX Filters library.

.. glossary::

Pipeline
A pipeline is a list of functions executed in a specific order; these functions are known as pipeline steps. Each function in the pipeline takes the output of the previous function as its input, with the final function's output serving as the overall output of the filter. The pipeline behavior was inspired by the `Python Social Auth accumulative pipeline`_, which is described in detail in the :doc:`/decisions/0003-hooks-filter-tooling-pipeline` ADR. These pipelines are configured in the filter configuration and are executed in sequence.

Filter Tooling
The filter tooling is a set of methods that manage the execution of the filter pipeline. The tooling retrieves the filter configuration, executes the pipeline steps in the specified order, and handles exceptions raised by the pipeline steps. This tooling ensures that the pipeline steps are executed in the correct order and that the output of each step is passed to the next step in the pipeline. All this is mainly done by the `OpenEdxPublicFilter`_ class, which provides the necessary definitions to fulfill the Open edX Filters requirements.
Architecture Subdomains
`Architecture Subdomains`_ categorize different areas of functionality within the Open edX platform. They are used in the naming convention for filters to indicate the specific domain a filter pertains to.

Pipeline Step
A pipeline step is a function within a pipeline that receives, processes, and returns data. Each step may perform operations like transforming, validating, filtering, or enriching data. Pipeline steps are implemented as classes that inherit from the base class `PipelineStep`_ and define specific logic within their `run_filter`_ method, which is executed by the pipeline tooling when the filter is triggered.
Filter Configuration
The filter configuration is a dictionary that defines the pipeline settings for a filter. Each filter type has its own configuration, which includes settings like whether errors should fail silently or propagate, and the sequence of pipeline steps. Configurations specify the filter type, error-handling preferences, and a list of module paths for each pipeline step to be executed. E.g., the configuration for the `CourseEnrollmentStarted filter`_ might include settings like ``fail_silently: False`` and ``my_plugin.filters.StopEnrollmentIfNotValidEmail`` as its pipeline steps. See the :doc:`/decisions/0002-hooks-filter-config-location` for more details on the configuration format.

Filter Definition
A filter definition is a class that inherits from `OpenEdxPublicFilter`_ that implements the ``run_filter`` method which defines the input and output behavior of the filter. This class executes the configured pipeline steps by calling the method `run_pipeline`_, passing down the input arguments, handling exceptions and returning the final output of the filter. Since the ``run_filter`` method is the entry point for the filter, the pipeline steps must have the same signature as the filter definition. E.g., the `CourseEnrollmentStarted filter`_ is a filter definition that processes information about the user, course, and enrollment details.
A filter definition is a class that inherits from `OpenEdxPublicFilter`_ that implements the ``run_filter`` method, which defines the input and output behavior of the filter. This class executes the configured pipeline steps by calling the method `run_pipeline`_, passing down the input arguments, handling exceptions, and returning the final output of the filter. Since the ``run_filter`` method is the entry point for the filter, the pipeline steps must have the same signature as the filter definition. E.g., the `CourseEnrollmentStarted filter`_ is a filter definition that processes information about the user, course, and enrollment details.

Filter Exceptions
Filters can raise exceptions to control the flow of the pipeline. If a filter raises an exception, the pipeline halts, and the exception becomes the pipeline's output. Exceptions are typically raised when certain conditions specified in the filter's logic are met, allowing the filter to control the application flow. E.g., the `CourseEnrollmentStarted filter`_ might raise an exception called ``PreventEnrollment`` if the user is ineligible for enrollment.

Filter Signature
The filter signature consists of the specific parameters required by a filter's ``run_filter`` method. It defines the expected input and output structure for the filter, specifying the data the filter will process. The filter signature is used to ensure that all pipeline steps have the same input and output structure, enabling interchangeability between steps. E.g., the `CourseEnrollmentStarted filter`_ signature might include parameters like ``user``, ``course_key``, and ``enrollment mode``.

Filter Tooling
The filter tooling is a set of methods that manage the execution of the filter pipeline. The tooling retrieves the filter configuration, executes the pipeline steps in the specified order, and handles exceptions raised by the pipeline steps. This tooling ensures that the pipeline steps are executed in the correct order and that the output of each step is passed to the next step in the pipeline. All this is mainly done by the `OpenEdxPublicFilter`_ class, which provides the necessary definitions to fulfill the Open edX Filters requirements.

Filter Type
The filter type is a unique identifier for the filter, following a standardized format following the :doc:`/decisions/0004-filters-naming-and-versioning`. This type is used as an index for configuring the filter pipeline and specifies which configuration settings apply to a given filter. E.g., the `CourseEnrollmentStarted filter`_ has the `filter_type` ``org.openedx.learning.course.enrollment.started.v1``.
The filter type is a unique identifier for the filter, following a standardized format following the :doc:`/decisions/0004-filters-naming-and-versioning`. This type is used as an index for configuring the filter pipeline and specifies which configuration settings apply to a given filter. E.g., the `CourseEnrollmentStarted filter`_ has the ``filter_type: org.openedx.learning.course.enrollment.started.v1``.

Filter Exceptions
Filters can raise exceptions to control the flow of the pipeline. If a filter raises an exception, the pipeline halts, and the exception becomes the pipeline's output. Exceptions are typically raised when certain conditions specified in the filter's logic are met, allowing the filter to control the application flow. E.g., the `CourseEnrollmentStarted filter`_ might raise an exception if the user is ineligible for enrollment called ``PreventEnrollment``.
Pipeline
A pipeline is a list of functions executed in a specific order; these functions are known as :term:`pipeline steps`. Each function in the pipeline takes the output of the previous function as its input, with the final function's output serving as the overall output of the filter. The pipeline behavior was inspired by the `Python Social Auth accumulative pipeline`_, which is described in detail in the :doc:`/decisions/0003-hooks-filter-tooling-pipeline` ADR. These pipelines are configured in the filter configuration and are executed in sequence.

Pipeline Step
A pipeline step is a function within a pipeline that receives, processes, and returns data. Each step may perform operations like transforming, validating, filtering, or enriching data. Pipeline steps are implemented as classes that inherit from the base class `PipelineStep`_ and define specific logic within their `run_filter`_ method, which is executed by the pipeline tooling when the filter is triggered.

OpenEdxPublicFilter
The `OpenEdxPublicFilter`_ is a base class provided by the Open edX Filters framework. Developers create custom filters by inheriting from this class and implementing the run_filter method, which defines the filter's behavior. This class also manages the execution of the filter's pipeline and handles configuration settings.
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Filter Configuration
The filter configuration is a dictionary that defines the pipeline settings for a filter. Each filter type has its own configuration, which includes settings like whether errors should fail silently or propagate, and the sequence of pipeline steps. Configurations specify the filter type, error-handling preferences, and a list of module paths for each pipeline step to be executed. E.g., the configuration for the `CourseEnrollmentStarted filter`_ might include settings like ``fail_silently: False`` and ``['my_plugin.filters.StopEnrollmentIfNotValidEmail']`` as its pipeline steps. See the :doc:`/decisions/0002-hooks-filter-config-location` for more details on the configuration format.

This glossary provides a high-level overview of the key concepts and components of the Open edX Filters library. Understanding these terms will help you implement filters in your application and leverage the filter tooling to control the flow of your application based on specific conditions. For a better illustration of these concepts, refer to the :doc:`/how-tos/create-a-new-filter` guide.

Expand All @@ -37,3 +44,13 @@ This glossary provides a high-level overview of the key concepts and components
.. _OpenEdxPublicFilter: https://github.com/openedx/openedx-filters/blob/main/openedx_filters/tooling.py#L14
.. _run_pipeline: https://github.com/openedx/openedx-filters/blob/main/openedx_filters/tooling.py#L164
.. _CourseEnrollmentStarted filter: https://github.com/openedx/openedx-filters/blob/main/openedx_filters/learning/filters.py#L142
.. _Architecture Subdomains: https://docs.openedx.org/projects/openedx-filters/en/latest/reference/architecture-subdomains.html
.. _Public Filter: https://docs.openedx.org/projects/openedx-filters/en/latest/reference/filters-tooling.html#openedx_filters.tooling.OpenEdxPublicFilter
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Do we still need this entry?


**Maintenance chart**

+--------------+-------------------------------+----------------+--------------------------------+
| Review Date | Reviewer | Release | Test situation |
+--------------+-------------------------------+----------------+--------------------------------+
|2025-02-13 | Maria Grimaldi | Sumac | Pass. |
+--------------+-------------------------------+----------------+--------------------------------+