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Enhance Metadata Export Subsystem, Part 1 - #12688

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@poikilotherm poikilotherm commented Sep 10, 2026

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What this PR does / why we need it:
This PR will moves the needle in making the exporting subsystem follow our internal code conventions and good practices.
By splitting the existing "service" into distinctive parts (service, registry, pipeline, invalidators), the architecture is more modular, easier to comprehend and most important: testable.

Which issue(s) this PR closes:

Special notes for your reviewer:
This is only the first part of a series of pull requests around making the export subsystem more efficient, testable and improve the code quality. It also prepares for adding features @johannes-darms pays me for (bulk export).

I beg to differ about "only" 70% coverage, failing to meet the Sonarcloud quality gate. Most of ye olde' code I had to touch to make use of the refactored services never had checks in the first place or are only covered by our API tests, which is not reflected in the percentage. IMHO it's not my job to also cover all the classes aside from the exporter subsystem (which is covered now with extensive new unit tests). Within the export subsystem some code was only moved around and isn't new (e. g. the InternalExportDataProvider)

Suggestions on how to test this:
There are extensive new tests added, which will be picked up automatically. If you have more suggestions what else should be tested (integration or API test), let me know.

(For exampe, there never were any API tests around the DDI format & embargoes...)

Does this PR introduce a user interface change? If mockups are available, please link/include them here:
Nope.

Is there a release notes update needed for this change?:
🔋 included

Additional documentation:
None so far

…istryBean #12686

- Moved exporter management logic into a dedicated `ExporterRegistryBean` singleton for improved modularity and maintainability.
- Simplified `ExportService` to delegate exporter logic to the new registry.
- Enable injectingthe registry and other components
- The export process itself is stateless. State is involved in potential write locks, the loaded plugins, etc.
- A stateless coordinator bean scales better for multiple export requests coming in.
…alidator, and storage abstraction #12686

The goal is removing the caching logic from the ExportService. At the same time, a distinct caching subsystem shall have policies about what gets cached, when it expires etc, all independent of a coordinating service like ExportService.

This make cognitive loader smaller and allows extension without using more code branches.
…eIOCache class #12686

- Reorganized export cache handling into a dedicated `StorageIOCache` service, improving modularity and reducing cognitive load in `ExportService`.
- Streamlined caching operations with a unified approach across all storage drivers.
- Deprecated legacy unversioned cache keys; introduced versioned aux tag schema for better cache qualification.
- Enhanced write atomicity and cache eviction logic.
- Remove stale code for size of exports
…OCache #12686

The legacy reading of cached exports is prone to produce bugs in production.

When we rely on reading cached exports as prerequisites for other metadata formats, we might end up with stale data. Any export has no knowledge about whether and when an export of another format happened. We keep no provenance per format.

Assuming there is a cached "latest" with the legacy file format, it would be read as a prerequisite format, but our invalidation mechanisms would not be able to tell if it's actually stale, because it was not yet re-exported.

Any released version is immutable, thus if we rely in lookups on cached objects with the version present in the aux tag, we can be sure we get the latest data.
…constructor #12686

- Added null and blank checks for dataset, version, and formatName to ensure robust usage.
- Introduced a convenience constructor for creating cache keys directly from a dataset version and format.
…rvice` package and rename `ExportService` to `ExportServiceBean` #12686

- "ExportServiceBean" is more aligned with the codebase style where EJBs mostly have a "Bean" name suffix.
- Also move test classes into the same package (under the test source tree)
- Documented `tryRead`, `deleteQuietly`, and `storageFor` with proper Javadoc.
- Clarified the stream-closing intent in `write` to make the leak-avoidance pattern explicit.
…to ExportServiceBean #12686

- Relocated the `invalidators` collection from the sealed interface to the service bean, where it logically belongs as a runtime dependency rather than a static on the contract.
- Added a section marker for export data retrieval methods in `ExportServiceBean`.
- Noted future plan to replace the static list with a registry pattern once plugins can supply their own invalidation logic.
…tServiceBean 12686

Making it simpler to read inline.
Added `ExportCache` as an CDI (not EJB) injected dependency in the service bean.
- Introduced `clearCachedFormats(DatasetVersion, List<String>)` as the version-specific clearing entry point, with the dataset-level overload delegating via a new `defaultVersion()` helper.
- Added `clearCachedFormat(DatasetVersion, String)` to evict a single cache entry by key.
- Added `requireExists` and `requireAllExist` validation methods to `ExporterRegistryBean` so format names are checked before eviction.
…12686

Align the related methods into one block, not divided by the cache handling stuff.
…istryBean #12686

- Added `buildFormatRequiredByMap` to build a read-only map of prerequisite format names to the exporters that depend on them.
- Added `buildAndVerifyRequirements` to validate registry integrity: all prerequisite formats must have a registered exporter, and no cyclic prerequisite chains may exist.
- Integrated the check into initialization as Step 4, failing fast with `ExportException` on any integrity violation (missing prerequisite or cycle).
Added `formatRequiredBy` field to store the prerequisite format dependency map alongside the exporters map, populated during registry initialization.

Will be reused during cascaded cache eviction or exporting of formats depending on a certain format.
- Added `buildPrerequisitesChainDepth` to compute the prerequisite chain depth for each format (0 = no prerequisite, N = N levels deep).
- Added `buildTopologicalComparator` to create an immutable comparator ordering exporters by depth, with format name as tiebreaker for deterministic results.
- Exposed via `getTopologicalComparator()` so callers can sort the exporter list in a dependency-safe order.
- Integrated as Step 5 in initialization, stored alongside the existing `formatRequiredBy` map.
…#12686

- Added `SecureTempFiles` utility that creates temp files with `0600` permissions on POSIX systems; on Windows it relies on the per-user `%TEMP%` ACLs.
- Replaced raw `Files.createTempFile` in `StorageIOCache.write` with `SecureTempFiles.createOwnerOnlyTempFile` so other local users can no longer read or tamper with export temp files.
The cache key should not be responsible to carry the information about the "where" of an export, just about the "what". Changing dependent methods accordingly.

Also, fixed ambiguity with the cache invalidator implementations: the invalidator should look for stale *versions* of dataset, not for the dataset as a whole being stale. The cache is treating versions individually, so they shall get stale individually, too.

- Reduced `ExportCacheKey` to a single `auxTag` string, removing `Dataset`/`DatasetVersion` references for thread-safety and GC-friendliness.
- Moved `TAG_PREFIX`/`TAG_SUFFIX` into `ExportCacheKey` as public constants.
- Added explicit `Dataset` parameter to all `ExportCache` methods (`read`, `write`, `evict`) since the key no longer carries storage context.
- Added explicit `DatasetVersion` parameter to `ExportCacheInvalidator.isStale`; updated `FileEmbargoExpiryInvalidator` with null-checks and released/archived status guard.
- Updated `StorageIOCache` logging to use `dataset.getId()` instead of the version string.
…ndents set #12686

- Renamed `formatRequiredBy` to `transitiveDependents`, changing the value type from `List<String>` to `Set<String>` to capture all direct and transitive dependents per format.
- Replaced `buildPrerequisitesChainDepth` with `buildTransitiveDependents`, which walks each exporter's prerequisite chain and registers it as a dependent of every ancestor format.
- Updated `buildTopologicalComparator` to sort by new dependent-set
- Merged `buildFormatRequiredByMap` into `verifyRequirements` as the former map is no longer stored for reuse
- Moved `getFormatsDependingOn` to `getTransitiveDependents` to reflect the new semantics
…12686

- Introduced sealed `Details` interface exposing `localizedDisplayName`, `formatName`, `mediaType`, `isHarvestable`, and `isAvailableToUsers`, thus avoiding having to retrieve these details from the exporter, saving a roundtrip.
- Made `ExporterDetails` record package-private to prevent external instantiation while allowing consumers to read via the interface.
- Renamed `getLabels()` to `getDetails()`, returning `List<Details>` with the expanded field set.
- Added `get(Details)` lookup method to resolve an exporter by its details object. These can only be created and handed out by the registry, thus we can be sure a matching exporter exists.
- Removed unused `Collections` import.
…tCacheKey components #12686

- Replaced the single `auxTag` field with `formatName` and `friendlyVersion` so the key exposes its meaningful parts directly.
- Moved `auxTag()` from a static factory into an instance method derived from the record's fields.
- Split validation into `checkFormatName` and `checkVersion` private helpers for clearer intent (and compatibility with the constructor needing to be called first thing).
…ServiceBean #12686

These methods (`getExporter`, `isXMLFormat`, `getMediaType`) directly exposed the internal `exporterMap` and are no longer needed now that format details are resolved via the `Details` interface in the registry.
…#12686

Added null check in `get(String formatName)` to return `Optional.empty()` instead of throwing NPE when the underlying Map implementation does not permit null keys.
…ation

- Tracks consecutive failures via an `AtomicInteger` streak; escalates from `FINE` to `WARNING` once the streak reaches the configured threshold.
- A success resets the streak; a threshold of zero or negative deactivates escalation entirely.
- Thread-safe and suitable for sharing across concurrent callers or use in `ConcurrentHashMap` contexts.
- Warnings will not be flooding the log once threshold is reached via configurable repeat cycle.
- To enable "all clear" messages once the threshold was met, the success recording may then return the number of failures. Using OptionalInt, the logging statement is a one-liner.
…vadoc #12686

- Clarified that the legacy unqualified name is ignored for read/write cycles and only purged via `evictAll`, rather than being a read fallback.
- Fix typos
…2686

- Replace static `FINE`-level logging in `tryRead` and `deleteQuietly` with threshold-based escalation via `FailureEscalation` instances (threshold: 256).
- Log a recovery warning once consecutive failures drop below the threshold after previously exceeding it.
- Include the current failure streak in the read-path log message for operational context.
…EJB #12686

- Introduces a `@Stateless` EJB that funnels all export data production (draft, cached, bulk) through a single path for uniform staleness validation, prerequisite resolution, and error wrapping.
- Cached reads consult registered `ExportCacheInvalidator` instances; stale entries are evicted and reported as a miss.
- Prerequisite formats are resolved recursively with circular-chain detection via an in-flight `LinkedHashSet`.
- Non-cacheable (draft) versions are produced to `SecureTempFiles` with `DELETE_ON_CLOSE` to avoid in-memory retention of large exports.
- `IllegalStateException` from exporters is wrapped in `ExportException` with dataset context for consistent reporting across all production paths.
…12686

- Injecting `ExportPipelineBean` as an `@EJB`
- Removed the static `invalidators` list and its associated Javadoc from `ExportServiceBean` - they are now owned by the pipeline.
@pdurbin pdurbin moved this from Ready for Triage to In Review 🔎 in IQSS Dataverse Project Sep 15, 2026
@pdurbin pdurbin moved this from In Review 🔎 to In Progress 💻 in IQSS Dataverse Project Sep 15, 2026
@pdurbin pdurbin added Size: 30 A percentage of a sprint. 21 hours. (formerly size:33) and removed Size: 10 A percentage of a sprint. 7 hours. labels Sep 15, 2026
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…12686

- Added a new section to the coding style guide explaining the importance of using `SecureTempFiles` to ensure secure permissions for temporary files.
- Enhanced `SecureTempFiles` utility with detailed documentation on behavior for POSIX and Windows systems.
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…I format only #12686

Restoring pre-refactoring behavior to avoid possible resource exhaustion until we keep better track of the cache and calculate embargo expires upfront.
@poikilotherm
poikilotherm marked this pull request as ready for review September 17, 2026 16:25
@poikilotherm poikilotherm moved this from In Progress 💻 to Ready for Review ⏩ in IQSS Dataverse Project Sep 17, 2026
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Quality Gate Failed Quality Gate failed

Failed conditions
70.3% Coverage on New Code (required ≥ 80%)

See analysis details on SonarQube Cloud

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📦 Pushed preview images as

ghcr.io/gdcc/dataverse:12686-enhance-export-subsys
ghcr.io/gdcc/configbaker:12686-enhance-export-subsys

🚢 See on GHCR. Use by referencing with full name as printed above, mind the registry name.


/** The one canonical, version-qualified aux tag. */
public String auxTag() {
return TAG_PREFIX + formatName + "_" + friendlyVersion + TAG_SUFFIX;

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We might add a discriminator to the filenames for datasets and data files. This would make bulk S3 operations on exports easier.

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Right. But for now, we only support exporting dataset versions (and not even fully with proper tracking and upfront-processing optimizations). For file metadata, we are probably gonna rely on using StorageIO support to upload auxfiles for files, not dataset aux files. Thus, let's revisit this when we get there.

}
}
return retList;
String urlTemplate = getDataverseSiteUrl() + "/api/datasets/export?exporter=%s&persistentId=%s";

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URLs are generated at multiple locations, would be nice to unify that or at least use a constant to create the URLS consistently. Location one.

@poikilotherm poikilotherm Sep 18, 2026

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I've been thinking about possibilities to construct URLs from REST API Java method references, but so far I haven't invested more research. I completely agree that this kind of hard coded URL is brittle.

}
return retList;
public List<String[]> getExporters(){
String urlTemplate = systemConfig.getDataverseSiteUrl() + "/api/datasets/export?exporter=%s&persistentId=%s";

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URLs are generated at multiple locations, would be nice to unify that or at least use a constant to create the URLS consistently. Location two.

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I've been thinking about possibilities to construct URLs from REST API Java method references, but so far I haven't invested more research. I completely agree that this kind of hard coded URL is brittle.

String describedByTemplate = "<%s>;rel=\"describedby\";type=\"%s\"";

StringBuilder describedBy = new StringBuilder();
describedBy.append(describedByTemplate.formatted(ds.getGlobalId().asURL(), "application/vnd.citationstyles.csl+json"));

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Shouldn't be part of this PR, but for another follow up one. The CSL Export feature should be moved to the Exporter package and make use of the available infrastructure.

@johannes-darms

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Hey Oliver, this one looks good to me. I added some comments but those are rather minor suggestions to improve it. However, I've just scrolled through code...

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Size: 30 A percentage of a sprint. 21 hours. (formerly size:33) Type: Feature a feature request

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Status: Ready for Review ⏩

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Feature Request: Refactor the export subsystem to support per-version exports, better comprehension, and testability.

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