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101 changes: 101 additions & 0 deletions docs/openedx_tagging/decisions/0012-non-nullable-tag-external-id.rst
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12. Non-nullable tag ``external_id``
=====================================

Status
------

Proposed

Context
-------

`ADR 0010 <0010-mutable-tag-external-id.rst>`_ made ``Tag.external_id`` mutable through an
import-only rename pathway, to serve as the institution-editable "Competency ID" for
Competency-Based Education (CBE) tags. That ADR left ``external_id`` nullable, scoped to
competency taxonomies.

Building the CBE competency workflow surfaced a stronger requirement: every tag needs a
value for ``external_id`` in order to be able to associate it with objects as part of
competency criteria. It's also anticipated that non-CBE taxonomies will want a mandatory,
institution-assigned identifier in the future, particularly when there becomes a desire to
convert regular taxonomies into Competency Taxonomies.

Today, ``external_id`` is nullable specifically to work around its own
``unique_together(taxonomy, external_id)`` constraint: NULL is the only value Postgres,
MySQL, and SQLite all treat as exempt from a uniqueness constraint, so it's the
mechanism that lets multiple tags in the same taxonomy have "no external_id" at once.

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Nit. For clarification: this just means that if we don't have nullable external_id, then every external_id in the same taxonomy must be unique and we can't use a workaround like a string to avoid external_id if it's not available, correct?
And this is does not pose a problem for us because the "value" field already is unique per taxonomy, so just backfilling to external_id will have external_id be unique.

Making the field mandatory means every existing NULL row in every current Open edX
instance needs a real value before the constraint can be added, since this is a
published library whose migrations run unmodified against arbitrary downstream data.

Decision
--------

Make ``Tag.external_id`` ``NOT NULL`` at the database level, for every taxonomy, in one
migration.

- **Backfill for existing rows.** A ``RunPython`` step generates a value for every tag

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Nit. Sounds fine, but curious why not two migrations - a data migration for backfill followed by a migration with this constraint?

whose ``external_id`` is currently NULL, following the same
backfill-then-constrain shape as the ``depth``/``lineage`` migration
(``0020_tag_depth_and_lineage.py``): populate real values first, then add the
constraint in the same migration once every row satisfies it.
- **Backfill algorithm.** Take the first ~7 characters of the tag's ``value`` (matching

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Why the first 7 characters, not all of the value?
Taking the first 7 characters seems to create unnecessary collisions because we have skills like
"data" and "data science" and such that share the same initial characters. And having external ids like "data1" and "data2" for "data" and "data science" could be misleading.
Values are already used as unique labels / identifiers. Wouldn't copying the whole value string (if necessary adding some affixes) be cleaner? Is there any drawback to it?

``external_id``'s existing case-insensitive collation). If that prefix collides with
another tag's ``external_id`` already in the same taxonomy, append a numeric counter
to the prefix and keep incrementing it until it's unique. This is deterministic and
bounded: it never needs an unbounded retry loop, since appending an incrementing
counter to an already-short prefix is guaranteed to terminate within the taxonomy's
tag count.
- **New tags going forward.** The REST API and import format keep treating
``external_id`` as optional for the caller, unchanged from today. When a tag is
created without one, the same prefix-plus-collision-fallback algorithm generates one
automatically, rather than rejecting the request. No existing integration that omits
``external_id`` today has to change.
- **Institutions can replace an auto-generated value.** If an institution doesn't want
the auto-generated ``external_id``, they can change it to their own value through
ADR 0010's rename pathway.

This is not treated as a breaking change to the public REST API, and doesn't go through
the DEPR process. The request side (``external_id`` on tag creation) stays optional, so
no existing caller has to change what it sends. The response side narrows from
"nullable string" to "always a string," which is the safe direction for consumers:
code written to expect a possible ``null`` simply never takes that branch anymore.

Future considerations
~~~~~~~~~~~~~~~~~~~~~~

If an institution converts an existing regular taxonomy to a CBE taxonomy, its tags
will already have a non-null ``external_id`` (auto-generated or backfilled) from this
decision, with no separate migration needed for that conversion.

Rejected Alternatives
----------------------

Derive backfilled values from the tag's primary key
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Still needs a collision fallback: a tag could already have a hand-assigned
``external_id`` that happens to match another tag's ``id``. Also rejected because
``id`` is meant to stay internal (per the README's model conventions, ``uuid`` is the
documented identifier for external reference), and because it produces a value with no
relationship to the tag (e.g. ``482913``), which reads as meaningless to institutions.

Require callers to supply ``external_id`` on tag creation
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Simpler mechanically than auto-generation, but rejected because it's a breaking change
for the REST API and any import/UI flow that omits ``external_id`` today.

Scope this decision to CBE/competency taxonomies only, for now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Rejected because taxonomies later converted to Competency Taxonomies will want this too.

Changelog
---------

2026-07-10:

* Proposed.