j-sieben / PIT

PL/SQL Instrumentation Toolkit
MIT License
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instrumentation oracle-error pit pl-sql sql-instrumentation-toolkit xliff

PIT

PL/SQL Instrumentation Toolkit

Hi everybody, this is the home of PIT, the PL/SQL Instrumentation Toolkit. This tool is designed to help you manage your

within a single package, with a single API and least possible code.

Yet, PIT gives you

The code is free to use and I hope that you'll enjoy doing so. Should any errors occur, feel free to describe them here, I'll do my best to remove them.

Caveat

This version of PIT has changed the interface in some respects to make it easier and more concise to use. Please read Interface changes for a full description of the changes.

Usage

The use of PIT is straightforward. I took care to create a dense and short interface for working with PIT, as I know that nobody likes to write long package and method names, especially in code areas that you need repeatidly. On the other side, I provide enough explicit methods not to bother you with repeated parameters like severity of a message or similar. Here's a code snippet of a minimal usage of PIT:

procedure my_proc(
  p_param1 in varchar2)
as
begin
  -- trace entering and leaving a method
  pit.enter;
  <do_something>
  -- internal debugging
  pit.debug(msg.STEP_ONE_COMPLETED, msg_args(p_param1));
  -- pass messages to the view layer
  pit.print(msg.STEP_ONE_VIEW_MESSAGE, msg_args(p_param1));
  <do_something_else>
  -- raise an exception
  pit.raise_error(msg.STEP_TWO_FAILED);
  pit.leave;
exception
  -- catch predefined Oracle errors as usual
  when NO_DATA_FOUND then
    -- but provide your own exception messages
    pit.handle_exception(msg.NO_ITEMS_IN_STOCK);
  -- catch your own exceptions just the same way
  when msg.STEP_TWO_FAILED_ERR then
    -- log, re-raise your custom exception
    pit.stop; -- or pit.reraise_exception;
end my_proc;

As you can see, the code amount for instrumentation is minimal, no need to hardcode any message text, no possibility to mistype a message name. The code remains clean, concise and easy to understand. All delivery problems of the debug and exception messages are taken away from the code.

How it works

Messages

PIT is centered around messages. A message basically consists of a message text, a language and a severity, optionally along with an Oracle exception number.

Severities range from 10 (LEVEL_FATAL) to 70 (LEVEL_VERBOSE)or from 20 (TRACEL_MANDATORY) to 50 (TRACE_ALL) to track methods calls. Along with the severity there is a custom error number that you can assign to a message. These error numbers may reference Oracle error numbers with the exception of all those that have a predefined exception already, such as NO_DATA_FOUND or similar. By assigning an Oracle error number to a message, the Oracle error is automatically mapped to this message. If you provide no Oracle error number but need a exception constant, PIT automatically creates a custom error for you, so you don't have to deal with -20.000 numbers anymore!

Messages support being translated to any target language Oracle supports. To make this convenient, PIT supports translating all messages by exporting them as XLIFF files ready to be translated using any XLIFF editor. After translation, the resulting XLIFF file is simply re-imported into PIT and you're done. Translating a single message is possible by calling method pit_admin.translate_message.

The messages are accessible through a package called MSG that contains constants for each message plus Oracle exceptions for all messages with severity LEVEL_ERROR, LEVEL_SEVERE or LEVEL_FATAL (for the first two, you can choose to habe an exception for it or not). So if you create a message called CHILD_RECORD_FOUND, severity LEVEL_ERROR with Oracle error number -2292, package MSG will contain entries like this:

package MSG
as
  CHILD_RECORD_FOUND constant pit_util.ora_name_type := 'CHILD_RECORD_FOUND';
  CHILD_RECORD_FOUND_ERR exception;
  pragma exception_init(CHILD_RECORD_FOUND_ERR, -2292);
...

This package is generated by a procedure called pit_admin.create_message_package and can be rebuilt at any time. As this package will be created during development time only, this package behves like a »normal« package in production and may be either deployed like any other package or created dynamically after having created all required messages. To learn more about the creation of messages, read Using PIT

Messages are basically text templates enhanced with replacement anchors. These are numbered from 1 to 20 and replaced with actual information when they are constructed. It's a bit uncommon that PIT allows CLOB instances to be passed in as parameter values, allowing for really large messages. This comes in handy if you use messages as a technical communication medium, such as passing the result of a calculation as a message. As a powerful extension to this concept, PIT now supports messages in ICU (International Components for Unicode) format alternatively to the messages mentioned above. Read more about ICU messages and their integration into PIT. In a nutshell, ICU messages behave exactly like normal messages but add the internationalization features of ICU to the message text.

Using messages

But now, what do you do with messages? Messages are required in many places of a program. They may be used to

Being creative will lead to further use cases for PIT. I use messages containing a JSON template like {"status":"#1#","message":"#2#"}. Those messages obviously need no translation. But as they are able to replace anchors within the message with CLOB parameters, they can be used to write the outcome of even complex calculations to the view layer (by calling pit.print(msg.JSON_MSG, msg_args(clob_param));), replacing helper packages for the same purpose. Output modules which implement the print method take care of properly delivering content to the application regardeless of their size. Let's look at the requirements that derive from these use cases a bit closer.

Output modules

From the list of use cases you can see that there is a requirement to be very flexible in regard to output modules. Storing messages in a table or printing them to the console simply is not enough. PIT is designed from ground up to support any number of output modules such as PIT_CONSOLE, PIT_TABLE, PIT_MAIL, PIT_APEX, PIT_FILE and others without the need to change the basic PIT code at all. Plus, all of these output modules may be present but which one will be actually used for debugging is controlled using a context concept. This allows for the least possible logging activities and thus preserving performance.

When you think about these output modules, other requirements pop up. While it is ok to write any debug message to the console, this is certainly not true for a mail output module. To cater for this, PIT allows any channel to decide whether and how they process an incoming message. So it's possible to parameterize the PIT_CONSOLE output module to write every single message to the screen whereas the PIT_MAIL output channel decides to send message of severity LEVEL_FATAL immediately, collecting messages of severity LEVEL_ERROR in a table and send them once a day and ignore all other messages.

I strongly encourage you to create your own output module tailored to your logging needs. Perhaps you need a module that immediately creates a ticket in your ticket system in case of fatal errors or something similar. An own output module is the way to achieve this goal. If you want to familarize yourself with creating your own output module, you may want to continue reading here.

Communication Channels

Output modules implement a number of communication channels, implemented as methods defined in an abstract super class PIT_MODULE from which all other output modules a derived. These are:

All communication channels are available for each output module. It is up to the output module to implement the channels it wants to deal with, leaving all other channels untouched. As the abstract base module implements all channels, it is allways save to rely on the standard implementation (which is a simple stub, doing nothing). This methods allows for easy extension lateron: The base module offers new channels and the concrete output modules implement what they need later.

Context

It's good practice to include instrumentation code not only in development but in production code as well. Obviously there's a need to be very flexible in switching this code off and on. PIT supports this flexibility by a concept of contexts. A context is a set of settings that is used to control the debug and trace level. It consists of four settings:

One such context is called CONTEXT_DEFAULT. The default context is parameterized and used upon »normal« execution of the code. To change it, change the parameter settings and have PIT initialize again. Besides this default context, it's possible to create any number of named contextes by using parameters with a naming convention of CONTEXT_<Name>. With such a context, you're free to predefine any combination of logging settings and output modules and easily switch to that context later. Plus, you can call a pit.set_context method and define a new context on the fly. Any named context may be activated per session (even in an connection pool environment, where only one user is traced, no matter which connection this user utilizes) or globally. If set, the activated context overrules the default. By resetting the context, you switch back to you CONTEXT_DEFAULT settings.

Using the context concept, you have the choice to control the debugging by:

More information on contexts can be found here.

Toggle logging on and off based on package or method names

With PIT, it's possible to create a include or exclude list of code units which toggle logging on or off. Imagine a predefined context CONTEXT_ALL which defines complete logging (70|50|Y|PIT_CONSOLE:PIT_FILE). As per default, logging is set to no logging at all, as you are in production environment. Then you can create a parameter called TOGGLE_<Name> with a value of MY_PACKAGE|MY_OTHER_PACKAGE:CONTEXT_ALL. If you enter one of these packages, PIT will set the context to CONTEXT_ALL, tracing anything from now on. Once you leave these packages, context will be switched back to defaut settings.

This will create an include list. By switching to a to be defined context CONTEXT_OFF you can realize an exclude list, preventing logging for certain package even if default logging is switched on.

You may have as many toggle parameters as you like. Plus, PIT offers a set of methods in the pit_admin package to create toggles for your code to avoid having to manually format the parameters accordingly.

Collect messages and exceptions and handle them in bulk

Often, UI forms require you to validate the user's input. Those validation methods are placed in a package, probably as part of a transaction API, near the tables. If you validate your code, those methods typically stop validating upon the first exception that occurs. To the end user, this is very unfriendly, you want to see all validation issues there are.

To avoid this, you could

Both scenarios can be avoided by using PIT in collect mode. To set this mode, you simply call PIT.start_message_collection prior to calling the validation logic. Any PIT message that is raised during processing of the validation code are not raised immediately but stored in an internal collection within PIT.

You stop this mode by calling PIT.stop_message_collection. PIT now examines the list of collected messages, looking for a message with severity FATAL or ERROR, whatever is worse. Based on the worst severity, PIT now throws an exception called PIT_BULK_FATAL or PIT_BULK_ERROR respectively. If you catch those, you get access to the collected messages using PIT.get_message_collection and can now iterate through all messages collected and present them to the end user.

Of course you can omit the call to PIT.stop_message_collection and directly work with the collected messages. If you do so, PIT automatically switches off collection mode. PIT.get_message_collection will include all collected messages of all severities you have parameterized to fire, so calling this method will even be useful if no exception was raised after stopping collect mode.

More details on working in collect mode can be found here.

Administration

To administer PIT, a dedicated administration package is provided. It provides methods to

With these methods it's easy to maintain and extend an installation file during development to create new messages on the fly. If you do so, the deplyoment file is created just along with your activities. Alternatively, you may want to have PIT_ADMIN create an installation file containing all messages in the database for you.

To make it even more convenient for you, I also added an APEX application that allows to maintain (create, edit, translate) messages and parameters, export their values by creating a downloadable script file withs calls to the PIT_ADMIN-API and see where any given message is referenced in the code. Read more about this AEPX application here.

Extensibility

PIT comes ready to use with a bunch of output modules. You may want to start your changes by reviewing the output modules and adjust their behaviour. Should an output module be missing, it's easy to create a new one based on the other modules that ship with PIT. I decided to create the necessary object types but only implement the bare minimum of functionality within these types, just enough to call helper packages that carry out the heavy lifting. This way you're not exposed to object oriented programming in PL/SQL more than absolutely necessary ... ;-) What I achieved by this is that object orientation adds a feature to PL/SQL not otherwise available, namely the concept of an interface. Using this concept makes the code more stable and easier to implement and understand, as you don't need to create dynamic PL/SQL packages and the like.

Other possible extensions refer to the way session identity is detected. It may be sufficient to rely on CLIENT_IDENTIFIER, as this is the case in APEX environments, or to stick to the USER function to detect a specific user. Should this turn out to not be working for you (e.g. in a proxy user environment), you may provide a new SESSION_ADAPTER that implements your method of detecting the session identity. Which SESSION_ADAPTER is used is parameterizable. PITships with a default adapter and a second adapter to be used with the PIT_APEX output module. Within APEX, there is a different concept of session (namely a http session as opposed to a database session) and the way to access the username is different. Take this as a blue print for your own session adapters should you need one.

The session adapter serves for another purpose as well: If the calling environment is set to debug, as this is possible within APEX, the session adapter will switch PIT to debug modus as well. This way, PIT automatically follows the application in this regard.

What's more?

Reusable Components

PIT makes havy use of parameters. Parameters are organized in parameter groups of which PIT uses the parameter group PIT. These parameters are maintained by separate packages PARAM and PARAM_ADMIN to retrieve and maintain parameter values in a mandator aware way. Plus, the parameter package supports a concept called REALM that allows to store different parameter settings depending on the realm they are defined for. This allows for storing different parameter values per realm, say a list of URLs for development, testing and production use.

As this package, along with a generic parameter table, is accessible outside PIT, the parameter package may be used to organize all of your application parameters as well. The administrative package once again allows you to create and maintain parameters and to export parameters by reating a group of parameter files with all parameters and their values in a file per parameter group. Read more about parameter support using parameters

A second component that might be reused is a component to maintain globally managed contexts. In order to store parameters in a way that they are accessible cross-session, you need a globally accessed context. Whereas this type of context is very nice in that access to its information does not incur context switches from neither PL/SQL nor SQL, it's not all intuitive to use. A separate package UTL_CONTEXT allows for a smoother utilization of globally accessible contexts. Being a separate package it's easy to reuse this package for your own context requirements. Context are described in depth here.

APEX administration app for various APEX versions

PIT ships with an administrative APEX application to easily create and maintain parameters, messages and PIT related settings such as contexts or context toggles. An export page allows you to export parameters, messages and translatable items as ZIP files. You may export as many message or paramter groups as you like. For messages and translatable items, there is also a possibility to generate and import XLIFF translation files in any Oracle supported target language. For a brief introduction to the APEX application, continue reading here

Further reading

If you need assistance in installing PIT, read Installing PIT

To get familiar with PIT, read Using PIT

Details to throwing and catching Exceptions can be found here

If you want to validate user input, read Validating User Input

Some advice on how to keep execution speed high with PIT can be found here

Should you experience problems when using PIT, some advices can be found here

Technical documentation about the packages that form PIT can be found here