introducing the QueryFactory for to modularize lucene query building
[cdmlib.git] / cdmlib-model / src / main / java / eu / etaxonomy / cdm / model / name / HomotypicalGroup.java
1 /**
2 * Copyright (C) 2007 EDIT
3 * European Distributed Institute of Taxonomy
4 * http://www.e-taxonomy.eu
5 *
6 * The contents of this file are subject to the Mozilla Public License Version 1.1
7 * See LICENSE.TXT at the top of this package for the full license terms.
8 */
9
10 package eu.etaxonomy.cdm.model.name;
11
12 import java.util.ArrayList;
13 import java.util.Collections;
14 import java.util.HashSet;
15 import java.util.List;
16 import java.util.Set;
17
18 import javax.persistence.Entity;
19 import javax.persistence.FetchType;
20 import javax.persistence.OneToMany;
21 import javax.persistence.Transient;
22 import javax.xml.bind.annotation.XmlAccessType;
23 import javax.xml.bind.annotation.XmlAccessorType;
24 import javax.xml.bind.annotation.XmlElement;
25 import javax.xml.bind.annotation.XmlElementWrapper;
26 import javax.xml.bind.annotation.XmlIDREF;
27 import javax.xml.bind.annotation.XmlSchemaType;
28 import javax.xml.bind.annotation.XmlType;
29
30 import org.apache.log4j.Logger;
31 import org.hibernate.envers.Audited;
32
33 import eu.etaxonomy.cdm.model.common.AnnotatableEntity;
34 import eu.etaxonomy.cdm.model.reference.Reference;
35 import eu.etaxonomy.cdm.model.taxon.Synonym;
36 import eu.etaxonomy.cdm.model.taxon.TaxonComparator;
37
38
39 /**
40 * The homotypical group class represents a set of {@link TaxonNameBase taxon names} associated
41 * on the base of their typifications. Since it can be asserted that two taxon
42 * names are typified by the same type without mentioning the type itself, even
43 * taxon names without explicit {@link TypeDesignationBase type designation} can belong
44 * to an homotypical group.<BR>
45 * Taxon names belonging to an homotypical group and the taxon names or
46 * {@link eu.etaxonomy.cdm.model.occurrence.DerivedUnitBase specimens} used as types for their
47 * {@link TypeDesignationBase type designations} have the following properties: <ul>
48 * <li> A taxon name belongs exactly to one homotypical group
49 * <li> A type specimen or a type name can be used as a type only for taxon
50 * names belonging to the same homotypical group<BR>
51 * - therefore an homotypical group circumscribes a set of types<BR>
52 * - each taxon name shares a subset of these types<BR>
53 * - each type is used by a subset of these taxon names
54 * within the homotypical group
55 * <li> Names that share at least one common type must belong to the same
56 * homotypical group
57 * <li> Names that share the same basionym or replaced synonym must belong to
58 * the same homotypical group
59 * </ul>
60 *
61 * @see TypeDesignationBase
62 * @see NameTypeDesignation
63 * @see SpecimenTypeDesignation
64 * @author m.doering
65 * @version 1.0
66 * @created 08-Nov-2007
67 */
68 @XmlAccessorType(XmlAccessType.FIELD)
69 @XmlType(name = "HomotypicalGroup", propOrder = {
70 "typifiedNames"
71 })
72 @Entity
73 @Audited
74 public class HomotypicalGroup extends AnnotatableEntity {
75 private static final Logger logger = Logger.getLogger(HomotypicalGroup.class);
76
77 @XmlElementWrapper(name = "TypifiedNames")
78 @XmlElement(name = "TypifiedName")
79 @XmlIDREF
80 @XmlSchemaType(name = "IDREF")
81 @OneToMany(mappedBy="homotypicalGroup", fetch=FetchType.LAZY)
82 protected Set<TaxonNameBase> typifiedNames = new HashSet<TaxonNameBase>();
83
84 // ******************** static methods **************************************/
85 /**
86 * Creates a new homotypical group instance with an empty set of typified
87 * {@link TaxonNameBase taxon names}.
88 *
89 * @see #HomotypicalGroup()
90 */
91 public static HomotypicalGroup NewInstance(){
92 return new HomotypicalGroup();
93 }
94
95
96 //********************** CONSTRUCTOR ********************************************/
97
98 /**
99 * Class constructor: creates a new homotypical group instance with an
100 * empty set of typified {@link TaxonNameBase taxon names}.
101 */
102 public HomotypicalGroup() {
103 super();
104 }
105
106 // ********************** GETTER/SETTER/ADDER/REMOVER ********************************/
107
108 /**
109 * Returns the set of {@link TaxonNameBase taxon names} that belong to <i>this</i> homotypical group.
110 *
111 * @see #getSpecimenTypeDesignations()
112 */
113 public Set<TaxonNameBase> getTypifiedNames() {
114 return typifiedNames;
115 }
116
117 /**
118 * Adds a new {@link TaxonNameBase taxon name} to the set of taxon names that belong
119 * to <i>this</i> homotypical group.
120 *
121 * @param typifiedName the taxon name to be added to <i>this</i> group
122 * @see #getTypifiedNames()
123 * @see #removeTypifiedName(TaxonNameBase)
124 */
125 public void addTypifiedName(TaxonNameBase typifiedName) {
126 if (typifiedName != null){
127 typifiedNames.add(typifiedName);
128 typifiedName.setHomotypicalGroup(this);
129 }
130 }
131 /**
132 * Removes one element from the set of {@link TaxonNameBase taxon names}
133 * that belong to <i>this</i> homotypical group.
134 *
135 * @param taxonBase the taxon name which should be removed from the corresponding set
136 * @see #addTypifiedName(TaxonNameBase)
137 */
138 public void removeTypifiedName(TaxonNameBase typifiedName) {
139 HomotypicalGroup newHomotypicalGroup = HomotypicalGroup.NewInstance();
140 typifiedName.setHomotypicalGroup(newHomotypicalGroup);
141 typifiedNames.remove(typifiedName);
142 }
143
144 /**
145 * Merges the typified {@link TaxonNameBase taxon names} from one homotypical group into
146 * the set of typified taxon names of <i>this</i> homotypical group.
147 *
148 * @param homotypicalGroupToMerge the homotypical group the typified names of which
149 * are to be transferred to <i>this</i> homotypical group
150 */
151 public void merge(HomotypicalGroup homotypicalGroupToMerge){
152 if (homotypicalGroupToMerge != null){
153 Set<TaxonNameBase> typifiedNames = new HashSet<TaxonNameBase>();
154 typifiedNames.addAll(homotypicalGroupToMerge.getTypifiedNames());
155 for (TaxonNameBase typifiedName: typifiedNames){
156 this.addTypifiedName(typifiedName);
157 }
158 }
159 }
160
161
162 /**
163 * Returns the set of {@link SpecimenTypeDesignation specimen type designations} that
164 * typify the {@link TaxonNameBase taxon names} belonging to <i>this</i> homotypical group
165 * including the status of these designations.
166 *
167 * @see #getTypifiedNames()
168 * @see #getNameTypeDesignations()
169 * @see #getTypeDesignations()
170 * @see TaxonNameBase#getSpecimenTypeDesignations()
171 */
172 @Transient
173 public Set<SpecimenTypeDesignation> getSpecimenTypeDesignations(){
174 Set<SpecimenTypeDesignation> result = new HashSet<SpecimenTypeDesignation>();
175 for (TaxonNameBase taxonName : typifiedNames){
176 result.addAll(taxonName.getSpecimenTypeDesignations());
177 }
178 return result;
179 }
180
181 /**
182 * Returns the set of {@link NameTypeDesignation name type designations} that
183 * typify the {@link TaxonNameBase taxon names} belonging to <i>this</i> homotypical group
184 * including the status of these designations.
185 *
186 * @see #getTypifiedNames()
187 * @see #getSpecimenTypeDesignations()
188 * @see #getTypeDesignations()
189 * @see TaxonNameBase#getNameTypeDesignations()
190 */
191 @Transient
192 public Set<NameTypeDesignation> getNameTypeDesignations(){
193 Set<NameTypeDesignation> result = new HashSet<NameTypeDesignation>();
194 for (TaxonNameBase taxonName : typifiedNames){
195 result.addAll(taxonName.getNameTypeDesignations());
196 }
197 return result;
198 }
199
200
201 /**
202 * Returns the set of all {@link TypeDesignationBase type designations} that
203 * typify the {@link TaxonNameBase taxon names} belonging to <i>this</i> homotypical group
204 * (this includes either {@link NameTypeDesignation name type designations} or
205 * {@link SpecimenTypeDesignation specimen type designations}).
206 *
207 * @see #getTypifiedNames()
208 * @see #getNameTypeDesignations()
209 * @see #getSpecimenTypeDesignations()
210 * @see TaxonNameBase#getTypeDesignations()
211 */
212 @Transient
213 public Set<TypeDesignationBase> getTypeDesignations(){
214 Set<TypeDesignationBase> result = new HashSet<TypeDesignationBase>();
215 for (TaxonNameBase taxonName : typifiedNames){
216 result.addAll(taxonName.getTypeDesignations());
217 }
218 return result;
219 }
220
221 // /**
222 // * Returns the set of {@link SpecimenTypeDesignation specimen type designations} that
223 // * typify <i>this</i> homotypical group including the status of these designations.
224 // *
225 // * @see #getTypifiedNames()
226 // */
227 // @OneToMany
228 // @Cascade({CascadeType.SAVE_UPDATE})
229 // public Set<SpecimenTypeDesignation> getSpecimenTypeDesignations() {
230 // return specimenTypeDesignations;
231 // }
232 // /**
233 // * @see #getSpecimenTypeDesignations()
234 // */
235 // protected void setSpecimenTypeDesignations(Set<SpecimenTypeDesignation> specimenTypeDesignations) {
236 // this.specimenTypeDesignations = specimenTypeDesignations;
237 // }
238 // /**
239 // * Adds a new {@link SpecimenTypeDesignation specimen type designation} to the set
240 // * of specimen type designations assigned to <i>this</i> homotypical group and eventually
241 // * (with a boolean parameter) also to the corresponding set of each of the
242 // * {@link TaxonNameBase taxon names} belonging to <i>this</i> homotypical group.
243 // *
244 // * @param specimenTypeDesignation the specimen type designation to be added
245 // * @param addToAllNames the boolean flag indicating whether the addition will also
246 // * carried out for each taxon name
247 // *
248 // * @see TaxonNameBase#getSpecimenTypeDesignations()
249 // * @see SpecimenTypeDesignation
250 // */
251 // public void addSpecimenTypeDesignation(SpecimenTypeDesignation specimenTypeDesignation, boolean addToAllNames) {
252 // if (specimenTypeDesignation != null){
253 // specimenTypeDesignation.setHomotypicalGroup(this);
254 // specimenTypeDesignations.add(specimenTypeDesignation);
255 // }
256 // if (addToAllNames){
257 // for (TaxonNameBase taxonNameBase : this.typifiedNames){
258 // taxonNameBase.addSpecimenTypeDesignation(specimenTypeDesignation);
259 // }
260 // }
261 // }
262 // /**
263 // * Removes one element from the set of {@link SpecimenTypeDesignation specimen type designations} assigned to the
264 // * {@link HomotypicalGroup homotypical group} to which this {@link TaxonNameBase taxon name} belongs.
265 // * The same element will be removed from the corresponding set of each of
266 // * the taxon names belonging to <i>this</i> homotypical group. Furthermore the
267 // * homotypical group attribute of the specimen type designation will be
268 // * nullified.
269 // *
270 // * @param specimenTypeDesignation the specimen type designation which should be deleted
271 // * @see #getSpecimenTypeDesignations()
272 // * @see #addSpecimenTypeDesignation(SpecimenTypeDesignation, boolean)
273 // * @see TaxonNameBase#removeSpecimenTypeDesignation(SpecimenTypeDesignation)
274 // * @see SpecimenTypeDesignation#getHomotypicalGroup()
275 // */
276 // public void removeSpecimenTypeDesignation(SpecimenTypeDesignation specimenTypeDesignation) {
277 // if (specimenTypeDesignation != null){
278 // specimenTypeDesignation.setHomotypicalGroup(null);
279 // specimenTypeDesignations.remove(specimenTypeDesignation);
280 // }
281 // for (TaxonNameBase taxonNameBase : this.typifiedNames){
282 // taxonNameBase.removeSpecimenTypeDesignation(specimenTypeDesignation);
283 // }
284 // }
285
286
287 // /**
288 // * Returns the set of {@link NameTypeDesignation name type designations} that
289 // * typify <i>this</i> homotypical group including the status of these designations.
290 // *
291 // * @see #getTypifiedNames()
292 // */
293 // @OneToMany
294 // @Cascade({CascadeType.SAVE_UPDATE})
295 // public Set<NameTypeDesignation> getNameTypeDesignations() {
296 // return nameTypeDesignations;
297 // }
298 // /**
299 // * @see #getNameTypeDesignations()
300 // */
301 // protected void setNameTypeDesignations(Set<NameTypeDesignation> nameTypeDesignations) {
302 // this.nameTypeDesignations = nameTypeDesignations;
303 // }
304 // /**
305 // * Adds a new {@link NameTypeDesignation name type designation} to the set
306 // * of name type designations assigned to <i>this</i> homotypical group and eventually
307 // * (with a boolean parameter) also to the corresponding set of each of the
308 // * {@link TaxonNameBase taxon names} belonging to <i>this</i> homotypical group.
309 // *
310 // * @param nameTypeDesignation the name type designation to be added
311 // * @param addToAllNames the boolean flag indicating whether the addition will also
312 // * carried out for each taxon name
313 // *
314 // * @see TaxonNameBase#getNameTypeDesignations()
315 // * @see NameTypeDesignation
316 // */
317 // public void addNameTypeDesignation(NameTypeDesignation nameTypeDesignation, boolean addToAllNames) {
318 // if (nameTypeDesignation != null){
319 // nameTypeDesignation.setHomotypicalGroup(this);
320 // nameTypeDesignations.add(nameTypeDesignation);
321 // }
322 // if (addToAllNames){
323 // for (TaxonNameBase taxonNameBase : this.typifiedNames){
324 // taxonNameBase.addNameTypeDesignation(nameTypeDesignation);
325 // }
326 // }
327 // }
328 // /**
329 // * Removes one element from the set of {@link NameTypeDesignation name type designations} assigned to the
330 // * {@link HomotypicalGroup homotypical group} to which this {@link TaxonNameBase taxon name} belongs.
331 // * The same element will be removed from the corresponding set of each of
332 // * the taxon names belonging to <i>this</i> homotypical group. Furthermore the
333 // * homotypical group attribute of the name type designation will be
334 // * nullified.
335 // *
336 // * @param nameTypeDesignation the name type designation which should be deleted
337 // * @see #getNameTypeDesignations()
338 // * @see #addNameTypeDesignation(NameTypeDesignation, boolean)
339 // * @see TaxonNameBase#removeNameTypeDesignation(NameTypeDesignation)
340 // * @see NameTypeDesignation#getHomotypicalGroup()
341 // */
342 // public void removeNameTypeDesignation(NameTypeDesignation nameTypeDesignation) {
343 // if (nameTypeDesignation != null){
344 // nameTypeDesignation.setHomotypicalGroup(null);
345 // nameTypeDesignations.remove(nameTypeDesignation);
346 // }
347 // for (TaxonNameBase taxonNameBase : this.typifiedNames){
348 // taxonNameBase.removeNameTypeDesignation(nameTypeDesignation);
349 // }
350 // }
351
352
353 /**
354 * Retrieves the ordered list (depending on the date of publication) of
355 * {@link taxon.Synonym synonyms} (according to a given reference)
356 * the {@link TaxonNameBase taxon names} of which belong to <i>this</i> homotypical group.
357 * If other names are part of <i>this</i> group that are not considered synonyms
358 * according to the respective reference, then they will not be included in
359 * the result set.
360 *
361 * @deprecated synonyms should not depend on the sec. Therefore this method will be removed in
362 * version 3.1 or higher. Use {@link Taxon#getSynonymsInGroup(HomotypicalGroup)} instead. But be
363 * aware that the semantics is slightly different.
364 * @param sec the reference whose treatment is to be considered
365 * @return the ordered list of synonyms
366 * @see TaxonNameBase#getSynonyms()
367 * @see TaxonNameBase#getTaxa()
368 * @see taxon.Synonym
369 */
370 @Deprecated
371 public List<Synonym> getSynonymsInGroup(Reference sec){
372 List<Synonym> result = new ArrayList<Synonym>();
373 for (TaxonNameBase<?, ?>name : this.getTypifiedNames()){
374 for (Synonym synonym : name.getSynonyms()){
375 if ( (synonym.getSec() == null && sec == null) ||
376 synonym.getSec() != null && synonym.getSec().equals(sec)){
377 result.add(synonym);
378 }
379 }
380 }
381 Collections.sort(result, new TaxonComparator());
382 return result;
383 }
384
385 /**
386 * Creates a basionym relationship to all other names in this names homotypical
387 * group.
388 *
389 * @see HomotypicalGroup.setGroupBasionym(TaxonNameBase basionymName)
390 *
391 * @param basionymName
392 * @throws IllegalArgumentException if basionymName is not member in this homotypical group
393 */
394 public void setGroupBasionym(TaxonNameBase basionymName) throws IllegalArgumentException{
395 setGroupBasionym(basionymName, null, null, null);
396 }
397
398 public void setGroupBasionym(TaxonNameBase basionymName, Reference citation, String microCitation, String ruleConsidered)
399 throws IllegalArgumentException {
400 if (! typifiedNames.contains(basionymName)){
401 throw new IllegalArgumentException("Name to be set as basionym/original combination must be part of the homotypical group but is not");
402 }
403 if (typifiedNames.size() < 2){return;}
404 //
405 //Add new relations
406 for (TaxonNameBase name : typifiedNames) {
407 if (!name.equals(basionymName)) {
408 name.addRelationshipFromName(basionymName, NameRelationshipType.BASIONYM(), citation, microCitation, ruleConsidered);
409 }
410 }
411 }
412
413 /**
414 * Removes all basionym relationships between basionymName and any other name
415 * in its homotypic group
416 *
417 * @param basionymName
418 */
419 public static void removeGroupBasionym(TaxonNameBase basionymName) {
420 HomotypicalGroup homotypicalGroup = basionymName.getHomotypicalGroup();
421 Set<NameRelationship> relations = basionymName.getRelationsFromThisName();
422 Set<NameRelationship> removeRelations = new HashSet<NameRelationship>();
423
424 for (NameRelationship relation : relations) {
425
426 // If this is a basionym relation, and toName is in the homotypical group,
427 // remove the relationship.
428 if (relation.getType().isBasionymRelation() &&
429 relation.getToName().getHomotypicalGroup().equals(homotypicalGroup)) {
430 removeRelations.add(relation);
431 }
432 }
433
434 // Removing relations from a set through which we are iterating causes a
435 // ConcurrentModificationException. Therefore, we delete the targeted
436 // relations in a second step.
437 for (NameRelationship relation : removeRelations) {
438 basionymName.removeNameRelationship(relation);
439 }
440 }
441
442
443 /**
444 * Returns all taxon names in the homotypical group that do not have an 'is_basionym_for' (zool.: 'is_original_combination_for')
445 * or a replaced synonym relationship.
446 * @return
447 */
448 @Transient
449 public Set<TaxonNameBase> getUnrelatedNames(){
450 Set<NameRelationship> set = getBasionymOrReplacedSynonymRelations(true, true);
451 Set<TaxonNameBase> result = new HashSet<TaxonNameBase>();
452 result.addAll(this.getTypifiedNames());
453 for (NameRelationship nameRelationship : set){
454 result.remove(nameRelationship.getFromName());
455 result.remove(nameRelationship.getToName());
456 }
457 return result;
458 }
459
460 /**
461 * Returns all taxon names in the homotypical group that are new combinations (have a basionym/original combination
462 * or a replaced synonym).
463 * @return
464 */
465 @Transient
466 public Set<TaxonNameBase> getNewCombinations(){
467 Set<NameRelationship> set = getBasionymOrReplacedSynonymRelations(true, true);
468 Set<TaxonNameBase> result = new HashSet<TaxonNameBase>();
469 for (NameRelationship nameRelationship : set){
470 result.add(nameRelationship.getToName());
471 }
472 return result;
473 }
474
475
476
477 /**
478 * Returns all taxon names in the homotypical group that have an 'is_basionym_for' (zool.: 'is_original_combination_for')
479 * or a replaced synonym relationship.
480 * @return
481 */
482 @Transient
483 public Set<TaxonNameBase> getBasionymsOrReplacedSynonyms(){
484 Set<NameRelationship> set = getBasionymOrReplacedSynonymRelations(true, true);
485 Set<TaxonNameBase> result = new HashSet<TaxonNameBase>();
486 for (NameRelationship nameRelationship : set){
487 result.add(nameRelationship.getFromName());
488 }
489 return result;
490 }
491
492 /**
493 * Returns all taxon names in the homotypical group that have a 'is_basionym_for' (zool.: 'is_original_combination_for') relationship.
494 * @return
495 */
496 @Transient
497 public Set<TaxonNameBase> getBasionyms(){
498 Set<NameRelationship> set = getBasionymOrReplacedSynonymRelations(true, false);
499 Set<TaxonNameBase> result = new HashSet<TaxonNameBase>();
500 for (NameRelationship nameRelationship : set){
501 result.add(nameRelationship.getFromName());
502 }
503 return result;
504 }
505
506 /**
507 * Returns all taxon names in the homotypical group that have a 'is_replaced_synonym_for' relationship.
508 * @return
509 */
510 @Transient
511 public Set<TaxonNameBase> getReplacedSynonym(){
512 Set<NameRelationship> set = getBasionymOrReplacedSynonymRelations(false, true);
513 Set<TaxonNameBase> result = new HashSet<TaxonNameBase>();
514 for (NameRelationship nameRelationship : set){
515 result.add(nameRelationship.getFromName());
516 }
517 return result;
518 }
519
520 /**
521 * Returns the name relationships that represent either a basionym (original combination) relationship or
522 * a replaced synonym relationship.
523 * @return
524 */
525 @Transient
526 public Set<NameRelationship> getBasionymAndReplacedSynonymRelations(){
527 return getBasionymOrReplacedSynonymRelations(true, true);
528 }
529
530 /**
531 * Computes all basionym and replaced synonym relationships between names in this group.
532 * If <code>doBasionym</code> is <code>false</code> basionym relationships are excluded.
533 * If <code>doReplacedSynonym</code> is <code>false</code> replaced synonym relationships are excluded.
534 * @param doBasionym
535 * @param doReplacedSynonym
536 * @return
537 */
538 @Transient
539 private Set<NameRelationship> getBasionymOrReplacedSynonymRelations(boolean doBasionym, boolean doReplacedSynonym){
540 Set<NameRelationship> result = new HashSet<NameRelationship>();
541 Set<TaxonNameBase> names = this.getTypifiedNames();
542 if (names.size() > 1){
543 for (TaxonNameBase name : names){
544 Set nameRels = name.getNameRelations();
545 //TODO make getNameRelations generic
546 for (Object obj : nameRels){
547 NameRelationship nameRel = (NameRelationship)obj;
548 NameRelationshipType type = nameRel.getType();
549 if ( type.isBasionymRelation() && doBasionym){
550 if (testRelatedNameInThisGroup(nameRel)){
551 result.add(nameRel);
552 }else{
553 logger.warn("Name has basionym relation to a name that is not in the same homotypical group");
554 }
555 }else if (type.isReplacedSynonymRelation() && doReplacedSynonym) {
556 if (testRelatedNameInThisGroup(nameRel)){
557 result.add(nameRel);
558 }else{
559 logger.warn("Name has replaced synonym relation to a name that is not in the same homotypical group");
560 }
561 }
562 }
563 }
564 }
565 return result;
566 }
567
568 private boolean testRelatedNameInThisGroup(NameRelationship nameRel){
569 TaxonNameBase toName = nameRel.getToName();
570 return (this.getTypifiedNames().contains(toName));
571 }
572
573 private boolean isBasionymOrRepSynRel(NameRelationshipType relType){
574 if (relType == null){
575 throw new IllegalArgumentException("NameRelationshipType should never be null");
576 }else if (relType.equals(NameRelationshipType.BASIONYM())) {
577 return true;
578 }else if (relType.equals(NameRelationshipType.REPLACED_SYNONYM())){
579 return true;
580 }else{
581 return false;
582 }
583 }
584
585
586 }