fix: addressing bug with non-unique PK for reverting multiple loads at once in mp_stripdiffs.sas

feat: mp_stripdiffs macro - closes #373

.all-contributorsrc

@@ -153,6 +153,15 @@
       "contributions": [
         "code"
       ]
+    },
+    {
+      "login": "andyjessen",
+      "name": "andyjessen",
+      "avatar_url": "https://avatars.githubusercontent.com/u/62343929?v=4",
+      "profile": "https://github.com/andyjessen",
+      "contributions": [
+        "doc"
+      ]
     }
   ],
   "contributorsPerLine": 7,

.github/PULL_REQUEST_TEMPLATE.md

@@ -15,4 +15,4 @@ What code changes have been made to achieve the intent.
 - [ ] Code is formatted correctly (`sasjs lint`).
 - [ ] Any new functionality has been unit tested.
 - [ ] All unit tests are passing (`sasjs test`).
-- [ ] `all.sas` has been regenerated (`python3 build.py`)
+- [ ] The PR desc or underlying commits follow the [Conventional Commit](https://www.conventionalcommits.org) standard

README.md

@@ -248,7 +248,7 @@ The following repositories are also worth checking out:
 
 ## Contributors ✨
 <!-- ALL-CONTRIBUTORS-BADGE:START - Do not remove or modify this section -->
-[![All Contributors](https://img.shields.io/badge/all_contributors-14-orange.svg?style=flat-square)](#contributors-)
+[![All Contributors](https://img.shields.io/badge/all_contributors-15-orange.svg?style=flat-square)](#contributors-)
 <!-- ALL-CONTRIBUTORS-BADGE:END -->
 Thanks goes to these wonderful people ([emoji key](https://allcontributors.org/docs/en/emoji-key)):
 
@@ -275,6 +275,9 @@ Thanks goes to these wonderful people ([emoji key](https://allcontributors.org/d
       <td align="center" valign="top" width="14.28%"><a href="https://github.com/henrik-forsell"><img src="https://avatars.githubusercontent.com/u/109935936?v=4?s=100" width="100px;" alt="Henrik Forsell"/><br /><sub><b>Henrik Forsell</b></sub></a><br /><a href="https://github.com/sasjs/core/commits?author=henrik-forsell" title="Documentation">📖</a></td>
       <td align="center" valign="top" width="14.28%"><a href="http://rudvfaden.github.io/"><img src="https://avatars.githubusercontent.com/u/2445577?v=4?s=100" width="100px;" alt="Rud Faden"/><br /><sub><b>Rud Faden</b></sub></a><br /><a href="https://github.com/sasjs/core/commits?author=rudvfaden" title="Code">💻</a></td>
     </tr>
+    <tr>
+      <td align="center" valign="top" width="14.28%"><a href="https://github.com/andyjessen"><img src="https://avatars.githubusercontent.com/u/62343929?v=4?s=100" width="100px;" alt="andyjessen"/><br /><sub><b>andyjessen</b></sub></a><br /><a href="https://github.com/sasjs/core/commits?author=andyjessen" title="Documentation">📖</a></td>
+    </tr>
   </tbody>
 </table>
 

all.sas

@@ -1684,7 +1684,7 @@ Usage:
 
   Usage:
 
-      %put mf_isblank(&var);
+      %put %mf_isblank(&var);
 
   inspiration:
   https://support.sas.com/resources/papers/proceedings09/022-2009.pdf
@@ -4189,8 +4189,8 @@ data &cntlout/nonote2err;
   end;
 
   /* create row marker. Data cannot be sorted without it! */
-  if first.fmtname then fmtrow=0;
-  fmtrow+1;
+  if first.fmtname then fmtrow=1;
+  else fmtrow+1;
 
 run;
 proc sort;
@@ -5541,13 +5541,21 @@ data _null_;
     header = cats(coalescec(varlabel(dsid,i),varnm),dlm);
   %end;
   %else %if &headerformat=SASJS %then %do;
-    if vartype(dsid,i)='C' then header=cats(varnm,':$char',varlen(dsid,i),'.');
+    vlen=varlen(dsid,i);
+    if vartype(dsid,i)='C' then header=cats(varnm,':$char',vlen,'.');
     else do;
       vfmt=coalescec(varfmt(dsid,i),'0');
       fmttype=mcf_getfmttype(vfmt);
       if fmttype='DATE' then header=cats(varnm,':date9.');
       else if fmttype='DATETIME' then header=cats(varnm,':E8601DT26.6');
       else if fmttype='TIME' then header=cats(varnm,':TIME12.');
+      /**
+        * there is not much point importing a short length numeric like this,
+        * eg with best4., as the resulting variable will still be stored as
+        * length 8.  We need a length or format statement to ensure variable
+        * is creatd with the smaller length...
+        **/
+      else if vlen<8 then header=cats(varnm,':best',vlen,'.');
       else header=cats(varnm,':best.');
     end;
   %end;
@@ -5574,6 +5582,7 @@ data _null_;
   set &ds end=last;
 %do i=1 %to &vcnt;
   %let var=%scan(&varlist,&i);
+  %local vlen&i;
   %if %mf_getvartype(&ds,&var)=C %then %do;
     %let dsv1=%mf_getuniquename(prefix=csvcol1_);
     %let dsv2=%mf_getuniquename(prefix=csvcol2_);
@@ -6377,15 +6386,14 @@ drop table &ds1, &ds2;
 /**
   * Sanitise the values based on valid value lists, then strip out
   * quotes, commas, periods and spaces.
-  * Only numeric values should remain
   */
 %local reason_cd nobs;
 %let nobs=0;
 data &outds;
   /*length GROUP_LOGIC SUBGROUP_LOGIC $3 SUBGROUP_ID 8 VARIABLE_NM $32
     OPERATOR_NM $10 RAW_VALUE $4000;*/
-  set &inds;
-  length reason_cd $4032 vtype $1 vnum dsid 8 tmp $4000;
+  set &inds end=last;
+  length reason_cd $4032 vtype vtype2 $1 vnum dsid 8 tmp $4000;
   drop tmp;
 
   /* quick check to ensure column exists */
@@ -6401,7 +6409,8 @@ data &outds;
   end;
 
   /* need to open the dataset to get the column type */
-  dsid=open("&targetds","i");
+  retain dsid;
+  if _n_=1 then dsid=open("&targetds","i");
   if dsid>0 then do;
     vnum=varnum(dsid,VARIABLE_NM);
     if vnum<1 then do;
@@ -6411,11 +6420,19 @@ data &outds;
       call symputx('reason_cd',reason_cd,'l');
       call symputx('nobs',_n_,'l');
       output;
-      return;
+      goto endstep;
     end;
     /* now we can get the type */
     else vtype=vartype(dsid,vnum);
   end;
+  else do;
+      REASON_CD=cats("Could not open &targetds");
+      putlog REASON_CD= dsid=;
+      call symputx('reason_cd',reason_cd,'l');
+      call symputx('nobs',_n_,'l');
+      output;
+      stop;
+  end;
 
   /* closed list checks */
   if GROUP_LOGIC not in ('AND','OR') then do;
@@ -6450,15 +6467,40 @@ data &outds;
   end;
 
   /* special missing logic */
-  if vtype='N'
-    and OPERATOR_NM in ('=','>','<','<=','>=','NE','GE','LE')
-    and cats(upcase(raw_value)) in (
+  if vtype='N' & OPERATOR_NM in ('=','>','<','<=','>=','NE','GE','LE') then do;
+    if cats(upcase(raw_value)) in (
       '.','.A','.B','.C','.D','.E','.F','.G','.H','.I','.J','.K','.L','.M','.N'
       '.N','.O','.P','.Q','.R','.S','.T','.U','.V','.W','.X','.Y','.Z','._'
     )
-  then do;
-    /* valid numeric - exit data step loop */
-    return;
+    then do;
+      /* valid numeric - exit data step loop */
+      return;
+    end;
+    else if subpad(upcase(raw_value),1,1) in (
+      'A','B','C','D','E','F','G','H','I','J','K','L','M','N'
+      'N','O','P','Q','R','S','T','U','V','W','X','Y','Z','_'
+    )
+    then do;
+      /* check if the raw_value contains a valid variable NAME */
+      vnum=varnum(dsid,subpad(raw_value,1,32));
+      if vnum>0 then do;
+        /* now we can get the type */
+        vtype2=vartype(dsid,vnum);
+        /* check type matches */
+        if vtype2=vtype then do;
+          /* valid target var - exit loop */
+          return;
+        end;
+        else do;
+          REASON_CD=cats("Compared Type (",vtype2,") is not (",vtype,")");
+          putlog REASON_CD= dsid=;
+          call symputx('reason_cd',reason_cd,'l');
+          call symputx('nobs',_n_,'l');
+          output;
+          goto endstep;
+        end;
+      end;
+    end;
   end;
 
   /* special logic */
@@ -6480,6 +6522,32 @@ data &outds;
     if vtype='N' then do i=1 to countc(raw_value1, ',')+1;
       tmp=scan(raw_value1,i,',');
       if cats(tmp) ne '.' and input(tmp, ?? 8.) eq . then do;
+        if OPERATOR_NM ='BETWEEN' and subpad(upcase(tmp),1,1) in (
+          'A','B','C','D','E','F','G','H','I','J','K','L','M','N'
+          'N','O','P','Q','R','S','T','U','V','W','X','Y','Z','_'
+        )
+        then do;
+          /* check if the raw_value contains a valid variable NAME */
+          /* is not valid syntax for IN or NOT IN */
+          vnum=varnum(dsid,subpad(tmp,1,32));
+          if vnum>0 then do;
+            /* now we can get the type */
+            vtype2=vartype(dsid,vnum);
+            /* check type matches */
+            if vtype2=vtype then do;
+              /* valid target var - exit loop */
+              return;
+            end;
+            else do;
+              REASON_CD=cats("Compared Type (",vtype2,") is not (",vtype,")");
+              putlog REASON_CD= dsid=;
+              call symputx('reason_cd',reason_cd,'l');
+              call symputx('nobs',_n_,'l');
+              output;
+              goto endstep;
+            end;
+          end;
+        end;
         REASON_CD='Non Numeric value provided';
         putlog REASON_CD= OPERATOR_NM= raw_value= raw_value1= ;
         call symputx('reason_cd',reason_cd,'l');
@@ -6504,14 +6572,42 @@ data &outds;
 
   /* output records that contain values other than digits and spaces */
   if notdigit(compress(raw_value3,' '))>0 then do;
+    if vtype='C' and subpad(upcase(raw_value),1,1) in (
+      'A','B','C','D','E','F','G','H','I','J','K','L','M','N'
+      'N','O','P','Q','R','S','T','U','V','W','X','Y','Z','_'
+    )
+    then do;
+      /* check if the raw_value contains a valid variable NAME */
+      vnum=varnum(dsid,subpad(raw_value,1,32));
+      if vnum>0 then do;
+        /* now we can get the type */
+        vtype2=vartype(dsid,vnum);
+        /* check type matches */
+        if vtype2=vtype then do;
+          /* valid target var - exit loop */
+          return;
+        end;
+        else do;
+          REASON_CD=cats("Compared Char Type (",vtype2,") is not (",vtype,")");
+          putlog REASON_CD= dsid=;
+          call symputx('reason_cd',reason_cd,'l');
+          call symputx('nobs',_n_,'l');
+          output;
+          goto endstep;
+        end;
+      end;
+    end;
+
     putlog raw_value3= $hex32.;
     REASON_CD=cats('Invalid RAW_VALUE:',raw_value);
-    putlog REASON_CD= raw_value= raw_value1= raw_value2= raw_value3=;
+    putlog (_all_)(=);
     call symputx('reason_cd',reason_cd,'l');
     call symputx('nobs',_n_,'l');
     output;
   end;
 
+  endstep:
+  if last then rc=close(dsid);
 run;
 
 
@@ -10153,6 +10249,9 @@ select distinct lowcase(memname)
   format, to prevent loss of data - UNLESS the input dataset contains a marker
   column, specifying that a particular row needs to be deleted (`delete_col=`).
 
+  Positions of formats are made using the FMTROW variable - this must be present
+  and unique (on TYPE / FMTNAME / FMTROW).
+
   This macro can also be used to identify which records would be (or were)
   considered new, modified or deleted (`loadtarget=`) by creating the following
   tables:
@@ -10161,7 +10260,7 @@ select distinct lowcase(memname)
   @li work.outds_del
   @li work.outds_mod
 
-  For example usage, see mp_loadformat.test.sas
+  For example usage, see test (under Related Macros)
 
   @param [in] libcat The format catalog to be loaded
   @param [in] libds The staging table to load
@@ -10178,12 +10277,15 @@ select distinct lowcase(memname)
   @param [in] mdebug= (0) Set to 1 to enable DEBUG messages and preserve outputs
 
   <h4> SAS Macros </h4>
+  @li mf_existds.sas
+  @li mf_existvar.sas
   @li mf_getuniquename.sas
   @li mf_nobs.sas
   @li mp_abort.sas
   @li mp_aligndecimal.sas
   @li mp_cntlout.sas
   @li mp_lockanytable.sas
+  @li mp_md5.sas
   @li mp_storediffs.sas
 
   <h4> Related Macros </h4>
@@ -10227,6 +10329,16 @@ select distinct lowcase(memname)
 %let libcat=%scan(&libcat,1,-);
 
 /* perform input validations */
+%mp_abort(
+  iftrue=(%mf_existds(&libds)=0)
+  ,mac=&sysmacroname
+  ,msg=%str(&libds could not be found)
+)
+%mp_abort(
+  iftrue=(%mf_existvar(&libds,FMTROW)=0)
+  ,mac=&sysmacroname
+  ,msg=%str(FMTROW not found in &libds)
+)
 %let err=0;
 %let msg=0;
 data _null_;
@@ -10247,13 +10359,6 @@ data _null_;
       stop;
     end;
   end;
-  else if name='LIBDS' then do;
-    if exist(value) le 0 then do;
-      call symputx('msg',"Unable to open staging table: "!!value);
-      call symputx('err',1);
-      stop;
-    end;
-  end;
   else if (name=:'OUTDS' or name in ('DELETE_COL','LOCKLIBDS','AUDITLIBDS'))
   and missing(value) then do;
     call symputx('msg',"missing value in var: "!!name);
@@ -10261,6 +10366,14 @@ data _null_;
     stop;
   end;
 run;
+data _null_;
+  set &libds;
+  if missing(fmtrow) then do;
+    call symputx('msg',"missing fmtrow in format: "!!FMTNAME);
+    call symputx('err',1);
+    stop;
+  end;
+run;
 
 %mp_abort(
   iftrue=(&err ne 0)
@@ -10268,6 +10381,15 @@ run;
   ,msg=%str(&msg)
 )
 
+%local cnt;
+proc sql noprint;
+select count(distinct catx('|',type,fmtname,fmtrow)) into: cnt from &libds;
+%mp_abort(
+  iftrue=(&cnt ne %mf_nobs(&libds))
+  ,mac=&sysmacroname
+  ,msg=%str(Non-unique primary key on &libds)
+)
+
 /**
   * First, extract only relevant formats from the catalog
   */
@@ -10321,12 +10443,6 @@ data &inlibds/nonote2err;
     %mp_aligndecimal(end,width=16)
   end;
 
-  /* update row marker - retain new var as fmtrow may already be in libds */
-  if first.fmtname then row=1;
-  else row+1;
-  drop row;
-  fmtrow=row;
-
   fmthash=%mp_md5(cvars=&cvars, nvars=&nvars);
 run;
 
@@ -12359,6 +12475,7 @@ run;
   @li mp_coretable.sas
   @li mp_stackdiffs.test.sas
   @li mp_storediffs.sas
+  @li mp_stripdiffs.sas
 
   @todo The current approach assumes that a variable called KEY_HASH is not on
     the base table.  This part will need to be refactored (eg using
@@ -12817,6 +12934,7 @@ select distinct tgtvar_nm into: missvars separated by ' '
   <h4> Related Macros </h4>
   @li mp_stackdiffs.sas
   @li mp_storediffs.test.sas
+  @li mp_stripdiffs.sas
 
   @version 9.2
   @author Allan Bowe
@@ -12936,7 +13054,7 @@ data &ds4;
 run;
 
 %if "&loadref"="0" %then %let loadref=%sysfunc(uuidgen());
-%if &processed_dttm=0 %then %let processed_dttm=%sysfunc(datetime());
+%if &processed_dttm=0 %then %let processed_dttm=%sysfunc(datetime(),8.6);
 %let libds=%upcase(&libds);
 
 /* join orig vals for modified & deleted */
@@ -13266,6 +13384,230 @@ run;
 
 %mend mp_streamfile;
 /**
+  @file
+  @brief Generates a stage dataset to revert diffs tracked in an audit table
+  @details A big benefit of tracking data changes in an audit table is that
+    those changes can be subsequently reverted if necessary!
+
+    This macro prepares a staging dataset containing those differences - eg for:
+
+    @li deleted rows - these are re-inserted
+    @li changed rows - differences are reverted
+    @li added rows - marked with `_____DELETE__THIS__RECORD_____="YES"`
+
+    These changes are NOT applied to the base table - a staging dataset is
+    simply prepared for an ETL process to action.  In Data Controller, this
+    dataset is used directly as an input to the APPROVE process (so that the
+    reversion diffs can be reviewed prior to being applied).
+
+
+  @param [in] libds Base library.dataset (will not be modified).  The library
+    must be assigned.
+  @param [in] loadref Unique identifier for the version to be reverted.  This
+    change, plus ALL SUBSEQUENT CHANGES, will be reverted in the output table.
+  @param [in] difftable The dataset containing the diffs.  Definition available
+    in mddl_dc_difftable.sas
+  @param [out] outds= (work.mp_stripdiffs) Output table containing the diffs.
+    Has the same format as the base datset, plus a
+    `_____DELETE__THIS__RECORD_____` variable.
+  @param [in] mdebug= set to 1 to enable DEBUG messages and preserve outputs
+
+  <h4> SAS Macros </h4>
+  @li mf_getuniquefileref.sas
+  @li mf_getuniquename.sas
+  @li mf_islibds.sas
+  @li mp_abort.sas
+
+  <h4> Related Macros </h4>
+  @li mddl_dc_difftable.sas
+  @li mp_stackdiffs.sas
+  @li mp_storediffs.sas
+  @li mp_stripdiffs.test.sas
+
+  @version 9.2
+  @author Allan Bowe
+**/
+/** @cond */
+
+%macro mp_stripdiffs(libds
+  ,loadref
+  ,difftable
+  ,outds=work.mp_stripdiffs
+  ,mdebug=0
+)/*/STORE SOURCE*/;
+%local dbg;
+%if &mdebug=1 %then %do;
+  %put &sysmacroname entry vars:;
+  %put _local_;
+%end;
+%else %let dbg=*;
+
+%let libds=%upcase(&libds);
+
+/* safety checks */
+%mp_abort(iftrue= (&syscc ne 0)
+  ,mac=&sysmacroname
+  ,msg=%str(SYSCC=&syscc on entry.  Clean session required!)
+)
+%let libds=%upcase(&libds);
+%mp_abort(iftrue= (%mf_islibds(&libds)=0)
+  ,mac=&sysmacroname
+  ,msg=%str(Invalid library.dataset reference - %superq(libds))
+)
+
+
+
+/* set up unique and temporary vars */
+%local ds1 ds2 ds3 ds4 ds5 fref1;
+%let fref1=%mf_getuniquefileref();
+
+/* get timestamp of the diff to be reverted */
+%local ts;
+proc sql noprint;
+select put(processed_dttm,datetime19.6) into: ts
+  from &difftable where load_ref="&loadref";
+%mp_abort(iftrue= (&sqlobs=0)
+  ,mac=&sysmacroname
+  ,msg=%str(Load ref %superq(loadref) not found!)
+)
+
+/* extract diffs for this base table from this timestamp onwards */
+%let ds1=%upcase(work.%mf_getuniquename(prefix=mpsd_diffs));
+create table &ds1 (drop=libref dsn) as
+  select * from &difftable
+  where upcase(cats(libref))="%scan(&libds,1,.)"
+  and upcase(cats(dsn))="%scan(&libds,2,.)"
+  and processed_dttm ge "&ts"dt
+  order by processed_dttm desc, key_hash, is_pk;
+
+/* extract key values only */
+%let ds2=%upcase(work.%mf_getuniquename(prefix=mpsd_pks));
+create table &ds2 as
+  select key_hash,
+    tgtvar_nm,
+    tgtvar_type,
+    coalescec(oldval_char,newval_char) as charval,
+    coalesce(oldval_num, newval_num) as numval,
+    processed_dttm
+  from &ds1
+  where is_pk=1
+  order by key_hash, processed_dttm;
+
+/* grab pk values */
+%local pk;
+data _null_;
+  set &ds2;
+  by key_hash;
+  call symputx('pk',catx(' ',symget('pk'),tgtvar_nm),'l');
+  if last.key_hash then stop;
+run;
+
+%let ds3=%upcase(work.%mf_getuniquename(prefix=mpsd_keychar));
+proc transpose data=&ds2(where=(tgtvar_type='C'))
+    out=&ds3(drop=_name_);
+  by KEY_HASH PROCESSED_DTTM;
+  id TGTVAR_NM;
+  var charval;
+run;
+
+%let ds4=%upcase(work.%mf_getuniquename(prefix=mpsd_keynum));
+proc transpose data=&ds2(where=(tgtvar_type='N'))
+    out=&ds4(drop=_name_);
+  by KEY_HASH PROCESSED_DTTM;
+  id TGTVAR_NM;
+  var numval;
+run;
+/* shorten the lengths */
+%mp_ds2squeeze(&ds3,outds=&ds3)
+%mp_ds2squeeze(&ds4,outds=&ds4)
+
+%let ds5=%upcase(work.%mf_getuniquename(prefix=mpsd_merged));
+data &ds5;
+  length key_hash $32 processed_dttm 8;
+  merge &ds3 &ds4;
+  by key_hash;
+  if not missing(key_hash);
+run;
+
+/* join to base table for preliminary stage DS */
+proc sql;
+create table &outds as select "No " as _____DELETE__THIS__RECORD_____,
+    b.*
+  from &ds5 a
+  inner join &libds b
+  on 1=1
+%do x=1 %to %sysfunc(countw(&pk,%str( )));
+  and a.%scan(&pk,&x,%str( ))=b.%scan(&pk,&x,%str( ))
+%end;
+;
+
+/* create SAS code to apply to stage_ds */
+data _null_;
+  set &ds1;
+  file &fref1;
+  if _n_=1 then put 'proc sql noprint;';
+  by descending processed_dttm key_hash is_pk;
+  if move_type='M' then do;
+    if first.key_hash then do;
+      put "update &outds set " @@;
+    end;
+    if IS_PK=0 then do;
+      put "  " tgtvar_nm '=' @@;
+      charval=quote(cats(oldval_char));
+      if tgtvar_type='C' then put charval @@;
+      else put oldval_num @@;
+      if not last.is_pk then put ',';
+    end;
+    else do;
+      if first.is_pk then put "  where 1=1 " @@;
+      put "  and " tgtvar_nm '=' @@;
+      charval=quote(cats(oldval_char));
+      if tgtvar_type='C' then put charval @@;
+      else put oldval_num @@;
+    end;
+  end;
+  else if move_type='A' then do;
+    if first.key_hash then do;
+      put "update &outds set _____DELETE__THIS__RECORD_____='Yes' where 1=1 "@@;
+    end;
+    /* gating if - as only need PK now */
+    if is_pk=1;
+    put '  AND ' tgtvar_nm '=' @@;
+    charval=quote(cats(newval_char));
+    if tgtvar_type='C' then put charval @@;
+    else put newval_num @@;
+  end;
+  else if move_type='D' then do;
+    if first.key_hash then do;
+      put "insert into &outds set _____DELETE__THIS__RECORD_____='No' " @@;
+    end;
+    put "  ," tgtvar_nm '=' @@;
+    charval=quote(cats(oldval_char));
+    if tgtvar_type='C' then put charval @@;
+    else put oldval_num @@;
+  end;
+  if last.key_hash then put ';';
+run;
+
+/* apply the modification statements */
+%inc &fref1/source2;
+
+%if &mdebug=0 %then %do;
+  proc sql;
+  drop table &ds1, &ds2, &ds3, &ds4, &ds5;
+  file &fref1 clear;
+%end;
+%else %do;
+  data _null_;
+    infile &fref1;
+    input;
+    if _n_=1 then putlog "Contents of SQL adjustments";
+    putlog _infile_;
+  run;
+%end;
+
+%mend mp_stripdiffs;
+/** @endcond *//**
   @file
   @brief Runs arbitrary code for a specified amount of time
   @details Executes a series of procs and data steps to enable performance
@@ -14176,6 +14518,22 @@ ods package close;
   (given various practical restrictions) are described here to enable
   consistency when dealing with format data.
 
+  The HLO variable may have a number of values, documented here due to the
+  256 char label description length limit:
+
+    F=Standard format/informat.
+    H=Range ending value is HIGH.
+    I=Numeric informat.
+    J=Justification for an informat.
+    L=Range starting value is LOW.
+    M=MultiLabel.
+    N=Format or informat has no ranges, including no OTHER= range.
+    O=Range is OTHER.
+    R=ROUND option is in effect.
+    S=Specifies that NOTSORTED is in effect.
+    U=Specifies that the UPCASE option for an informat be used.
+
+
 **/
 
 
@@ -14183,9 +14541,11 @@ ods package close;
 
   proc sql;
   create table &libds(
-    TYPE char(1) label='Type of format - either N (num fmt), C (char fmt), I (num infmt) or J (char infmt)'
+    TYPE char(1) label=
+'Format Type: either N (num fmt), C (char fmt), I (num infmt) or J (char infmt)'
     ,FMTNAME char(32)     label='Format name'
-    ,FMTROW num label='CALCULATED Position of record by FMTNAME (reqd for multilabel formats)'
+    ,FMTROW num label=
+'CALCULATED Position of record by FMTNAME (reqd for multilabel formats)'
     ,START char(32767)    label='Starting value for format'
     /*
       Keep lengths of START and END the same to avoid this err:
@@ -14205,18 +14565,8 @@ ods package close;
     ,NOEDIT num length=3  label='Is picture string noedit?'
     ,SEXCL char(1)        label='Start exclusion'
     ,EEXCL char(1)        label='End exclusion'
-    ,HLO char(13)         label='Additional information.
-F=Standard format/informat.
-H=Range ending value is HIGH.
-I=Numeric informat.
-J=Justification for an informat.
-L=Range starting value is LOW.
-M=MultiLabel.
-N=Format or informat has no ranges, including no OTHER= range.
-O=Range is OTHER.
-R=ROUND option is in effect.
-S=Specifies that NOTSORTED is in effect.
-U=Specifies that the UPCASE option for an informat be used.'
+    ,HLO char(13) label=
+'More info: https://core.sasjs.io/mddl__sas__cntlout_8sas_source.html'
     ,DECSEP char(1)       label='Decimal separator'
     ,DIG3SEP char(1)      label='Three-digit separator'
     ,DATATYPE char(8)     label='Date/time/datetime?'
@@ -14550,7 +14900,7 @@ run;
   %end;
 %end;
 %else %if &engine=ODBC %then %do;
-  &mD.%put NOTE: Retrieving ODBC connection details;
+  %&mD.put NOTE: Retrieving ODBC connection details;
   data _null_;
     length connx_uri conprop_uri value datasource up_uri schema domprop_uri authdomain $256.;
     call missing (of _all_);
@@ -17849,10 +18199,11 @@ run;
 
   @param [in] user= the metadata user to return groups for.  Leave blank for all
     groups.
-  @param [in] repo= the metadata repository that contains the user/group
-    information
-  @param [in] mDebug= set to 1 to show debug messages in the log
-  @param [out] outds= the dataset to create that contains the list of groups
+  @param [in] repo= (foundation) the metadata repository that contains the
+    user/group information
+  @param [in] mDebug= (0) set to 1 to show debug messages in the log
+  @param [out] outds= (work.mm_getgroups) The dataset to create that contains
+    the list of groups
 
   @returns outds  dataset containing all groups in a column named "metagroup"
     - groupuri
@@ -29408,6 +29759,103 @@ Usage:
 
 %mend mx_getcode;
 /**
+  @file
+  @brief Fetches all groups or the groups for a particular member
+  @details  When building applications that run on multiple flavours of SAS, it
+  is convenient to use a single macro (like this one) to fetch the groups
+  regardless of the flavour of SAS being used
+
+  The alternative would be to compile a generic macro in target-specific
+  folders (SASVIYA, SAS9 and SASJS).  This avoids compiling unnecessary macros
+  at the expense of a more complex sasjsconfig.json setup.
+
+
+  @param [in] mdebug= (0) Set to 1 to enable DEBUG messages
+  @param [in] user= (0) Provide the username on which to filter
+  @param [in] uid= (0) Provide the userid on which to filter
+  @param [in] repo= (foundation) SAS9 only, choose the metadata repo to query
+  @param [in] access_token_var= (ACCESS_TOKEN) VIYA only.
+    The global macro variable to contain the access token
+  @param [in] grant_type= (sas_services) VIYA only.
+    Valid values are "password" or "authorization_code" (unquoted).
+  @param [out] outds= (work.mx_getgroups) This output dataset will contain the
+    list of groups. Format:
+|GROUPNAME:$32.|GROUPDESC:$256.|GROUPURI:best.|
+|---|---|---|
+|`SomeGroup `|`A group `|`1`|
+|`Another Group`|`this is a different group`|`2`|
+|`admin`|`Administrators `|`3`|
+
+  <h4> SAS Macros </h4>
+  @li mf_getplatform.sas
+  @li mm_getgroups.sas
+  @li ms_getgroups.sas
+  @li mv_getgroups.sas
+  @li mv_getusergroups.sas
+
+**/
+
+%macro mx_getgroups(
+  mdebug=0,
+  user=0,
+  uid=0,
+  repo=foundation,
+  access_token_var=ACCESS_TOKEN,
+  grant_type=sas_services,
+  outds=work.mx_getgroups
+)/*/STORE SOURCE*/;
+%local platform name shortloc;
+%let platform=%mf_getplatform();
+
+%if &platform=SASJS %then %do;
+  %ms_getgroups(
+    user=&user,
+    uid=&uid,
+    outds=&outds,
+    mdebug=&mdebug
+  )
+  data &outds;
+    length groupuri groupname $32 groupdesc $128 ;
+    set &outds;
+    keep groupuri groupname groupdesc;
+    groupuri=cats(groupid);
+    groupname=name;
+    groupdesc=description;
+  run;
+  proc sort; by groupname; run;
+%end;
+%else %if &platform=SAS9 or &platform=SASMETA %then %do;
+  %if &user=0 %then %let user=;
+  %mm_getGroups(
+    user=&user
+    ,outds=&outds
+    ,repo=&repo
+    ,mDebug=&mdebug
+  )
+  proc sort data=&outds; by groupname; run;
+%end;
+%else %if &platform=SASVIYA %then %do;
+  %if &user=0 %then %do;
+    %mv_getgroups(access_token_var=&access_token_var
+      ,grant_type=&grant_type
+      ,outds=&outds
+    )
+  %end;
+  %else %do;
+    %mv_getusergroups(&user
+      ,outds=&outds
+      ,access_token_var=&access_token_var
+      ,grant_type=&grant_type
+    )
+  %end;
+  proc sort
+      data=&outds(rename=(id=groupuri name=groupname description=groupdesc))
+      out=&outds (keep=groupuri groupname groupdesc);
+    by groupname;
+  run;
+%end;
+
+%mend mx_getgroups;/**
   @file
   @brief Will execute a SASjs web service on SAS 9, Viya or SASjs Server
   @details Prepares the input files and retrieves the resulting datasets from

base/mf_isblank.sas

@@ -7,7 +7,7 @@
 
   Usage:
 
-      %put mf_isblank(&var);
+      %put %mf_isblank(&var);
 
   inspiration:
   https://support.sas.com/resources/papers/proceedings09/022-2009.pdf

base/mp_cntlout.sas

@@ -79,8 +79,8 @@ data &cntlout/nonote2err;
   end;
 
   /* create row marker. Data cannot be sorted without it! */
-  if first.fmtname then fmtrow=0;
-  fmtrow+1;
+  if first.fmtname then fmtrow=1;
+  else fmtrow+1;
 
 run;
 proc sort;

base/mp_ds2csv.sas

@@ -118,13 +118,21 @@ data _null_;
     header = cats(coalescec(varlabel(dsid,i),varnm),dlm);
   %end;
   %else %if &headerformat=SASJS %then %do;
-    if vartype(dsid,i)='C' then header=cats(varnm,':$char',varlen(dsid,i),'.');
+    vlen=varlen(dsid,i);
+    if vartype(dsid,i)='C' then header=cats(varnm,':$char',vlen,'.');
     else do;
       vfmt=coalescec(varfmt(dsid,i),'0');
       fmttype=mcf_getfmttype(vfmt);
       if fmttype='DATE' then header=cats(varnm,':date9.');
       else if fmttype='DATETIME' then header=cats(varnm,':E8601DT26.6');
       else if fmttype='TIME' then header=cats(varnm,':TIME12.');
+      /**
+        * there is not much point importing a short length numeric like this,
+        * eg with best4., as the resulting variable will still be stored as
+        * length 8.  We need a length or format statement to ensure variable
+        * is creatd with the smaller length...
+        **/
+      else if vlen<8 then header=cats(varnm,':best',vlen,'.');
       else header=cats(varnm,':best.');
     end;
   %end;
@@ -151,6 +159,7 @@ data _null_;
   set &ds end=last;
 %do i=1 %to &vcnt;
   %let var=%scan(&varlist,&i);
+  %local vlen&i;
   %if %mf_getvartype(&ds,&var)=C %then %do;
     %let dsv1=%mf_getuniquename(prefix=csvcol1_);
     %let dsv2=%mf_getuniquename(prefix=csvcol2_);

base/mp_filtercheck.sas

@@ -86,15 +86,14 @@
 /**
   * Sanitise the values based on valid value lists, then strip out
   * quotes, commas, periods and spaces.
-  * Only numeric values should remain
   */
 %local reason_cd nobs;
 %let nobs=0;
 data &outds;
   /*length GROUP_LOGIC SUBGROUP_LOGIC $3 SUBGROUP_ID 8 VARIABLE_NM $32
     OPERATOR_NM $10 RAW_VALUE $4000;*/
-  set &inds;
-  length reason_cd $4032 vtype $1 vnum dsid 8 tmp $4000;
+  set &inds end=last;
+  length reason_cd $4032 vtype vtype2 $1 vnum dsid 8 tmp $4000;
   drop tmp;
 
   /* quick check to ensure column exists */
@@ -110,7 +109,8 @@ data &outds;
   end;
 
   /* need to open the dataset to get the column type */
-  dsid=open("&targetds","i");
+  retain dsid;
+  if _n_=1 then dsid=open("&targetds","i");
   if dsid>0 then do;
     vnum=varnum(dsid,VARIABLE_NM);
     if vnum<1 then do;
@@ -120,11 +120,19 @@ data &outds;
       call symputx('reason_cd',reason_cd,'l');
       call symputx('nobs',_n_,'l');
       output;
-      return;
+      goto endstep;
     end;
     /* now we can get the type */
     else vtype=vartype(dsid,vnum);
   end;
+  else do;
+      REASON_CD=cats("Could not open &targetds");
+      putlog REASON_CD= dsid=;
+      call symputx('reason_cd',reason_cd,'l');
+      call symputx('nobs',_n_,'l');
+      output;
+      stop;
+  end;
 
   /* closed list checks */
   if GROUP_LOGIC not in ('AND','OR') then do;
@@ -159,15 +167,40 @@ data &outds;
   end;
 
   /* special missing logic */
-  if vtype='N'
-    and OPERATOR_NM in ('=','>','<','<=','>=','NE','GE','LE')
-    and cats(upcase(raw_value)) in (
+  if vtype='N' & OPERATOR_NM in ('=','>','<','<=','>=','NE','GE','LE') then do;
+    if cats(upcase(raw_value)) in (
       '.','.A','.B','.C','.D','.E','.F','.G','.H','.I','.J','.K','.L','.M','.N'
       '.N','.O','.P','.Q','.R','.S','.T','.U','.V','.W','.X','.Y','.Z','._'
     )
-  then do;
-    /* valid numeric - exit data step loop */
-    return;
+    then do;
+      /* valid numeric - exit data step loop */
+      return;
+    end;
+    else if subpad(upcase(raw_value),1,1) in (
+      'A','B','C','D','E','F','G','H','I','J','K','L','M','N'
+      'N','O','P','Q','R','S','T','U','V','W','X','Y','Z','_'
+    )
+    then do;
+      /* check if the raw_value contains a valid variable NAME */
+      vnum=varnum(dsid,subpad(raw_value,1,32));
+      if vnum>0 then do;
+        /* now we can get the type */
+        vtype2=vartype(dsid,vnum);
+        /* check type matches */
+        if vtype2=vtype then do;
+          /* valid target var - exit loop */
+          return;
+        end;
+        else do;
+          REASON_CD=cats("Compared Type (",vtype2,") is not (",vtype,")");
+          putlog REASON_CD= dsid=;
+          call symputx('reason_cd',reason_cd,'l');
+          call symputx('nobs',_n_,'l');
+          output;
+          goto endstep;
+        end;
+      end;
+    end;
   end;
 
   /* special logic */
@@ -189,6 +222,32 @@ data &outds;
     if vtype='N' then do i=1 to countc(raw_value1, ',')+1;
       tmp=scan(raw_value1,i,',');
       if cats(tmp) ne '.' and input(tmp, ?? 8.) eq . then do;
+        if OPERATOR_NM ='BETWEEN' and subpad(upcase(tmp),1,1) in (
+          'A','B','C','D','E','F','G','H','I','J','K','L','M','N'
+          'N','O','P','Q','R','S','T','U','V','W','X','Y','Z','_'
+        )
+        then do;
+          /* check if the raw_value contains a valid variable NAME */
+          /* is not valid syntax for IN or NOT IN */
+          vnum=varnum(dsid,subpad(tmp,1,32));
+          if vnum>0 then do;
+            /* now we can get the type */
+            vtype2=vartype(dsid,vnum);
+            /* check type matches */
+            if vtype2=vtype then do;
+              /* valid target var - exit loop */
+              return;
+            end;
+            else do;
+              REASON_CD=cats("Compared Type (",vtype2,") is not (",vtype,")");
+              putlog REASON_CD= dsid=;
+              call symputx('reason_cd',reason_cd,'l');
+              call symputx('nobs',_n_,'l');
+              output;
+              goto endstep;
+            end;
+          end;
+        end;
         REASON_CD='Non Numeric value provided';
         putlog REASON_CD= OPERATOR_NM= raw_value= raw_value1= ;
         call symputx('reason_cd',reason_cd,'l');
@@ -213,14 +272,42 @@ data &outds;
 
   /* output records that contain values other than digits and spaces */
   if notdigit(compress(raw_value3,' '))>0 then do;
+    if vtype='C' and subpad(upcase(raw_value),1,1) in (
+      'A','B','C','D','E','F','G','H','I','J','K','L','M','N'
+      'N','O','P','Q','R','S','T','U','V','W','X','Y','Z','_'
+    )
+    then do;
+      /* check if the raw_value contains a valid variable NAME */
+      vnum=varnum(dsid,subpad(raw_value,1,32));
+      if vnum>0 then do;
+        /* now we can get the type */
+        vtype2=vartype(dsid,vnum);
+        /* check type matches */
+        if vtype2=vtype then do;
+          /* valid target var - exit loop */
+          return;
+        end;
+        else do;
+          REASON_CD=cats("Compared Char Type (",vtype2,") is not (",vtype,")");
+          putlog REASON_CD= dsid=;
+          call symputx('reason_cd',reason_cd,'l');
+          call symputx('nobs',_n_,'l');
+          output;
+          goto endstep;
+        end;
+      end;
+    end;
+
     putlog raw_value3= $hex32.;
     REASON_CD=cats('Invalid RAW_VALUE:',raw_value);
-    putlog REASON_CD= raw_value= raw_value1= raw_value2= raw_value3=;
+    putlog (_all_)(=);
     call symputx('reason_cd',reason_cd,'l');
     call symputx('nobs',_n_,'l');
     output;
   end;
 
+  endstep:
+  if last then rc=close(dsid);
 run;
 
 

base/mp_loadformat.sas

@@ -9,6 +9,9 @@
   format, to prevent loss of data - UNLESS the input dataset contains a marker
   column, specifying that a particular row needs to be deleted (`delete_col=`).
 
+  Positions of formats are made using the FMTROW variable - this must be present
+  and unique (on TYPE / FMTNAME / FMTROW).
+
   This macro can also be used to identify which records would be (or were)
   considered new, modified or deleted (`loadtarget=`) by creating the following
   tables:
@@ -17,7 +20,7 @@
   @li work.outds_del
   @li work.outds_mod
 
-  For example usage, see mp_loadformat.test.sas
+  For example usage, see test (under Related Macros)
 
   @param [in] libcat The format catalog to be loaded
   @param [in] libds The staging table to load
@@ -34,12 +37,15 @@
   @param [in] mdebug= (0) Set to 1 to enable DEBUG messages and preserve outputs
 
   <h4> SAS Macros </h4>
+  @li mf_existds.sas
+  @li mf_existvar.sas
   @li mf_getuniquename.sas
   @li mf_nobs.sas
   @li mp_abort.sas
   @li mp_aligndecimal.sas
   @li mp_cntlout.sas
   @li mp_lockanytable.sas
+  @li mp_md5.sas
   @li mp_storediffs.sas
 
   <h4> Related Macros </h4>
@@ -83,6 +89,16 @@
 %let libcat=%scan(&libcat,1,-);
 
 /* perform input validations */
+%mp_abort(
+  iftrue=(%mf_existds(&libds)=0)
+  ,mac=&sysmacroname
+  ,msg=%str(&libds could not be found)
+)
+%mp_abort(
+  iftrue=(%mf_existvar(&libds,FMTROW)=0)
+  ,mac=&sysmacroname
+  ,msg=%str(FMTROW not found in &libds)
+)
 %let err=0;
 %let msg=0;
 data _null_;
@@ -103,13 +119,6 @@ data _null_;
       stop;
     end;
   end;
-  else if name='LIBDS' then do;
-    if exist(value) le 0 then do;
-      call symputx('msg',"Unable to open staging table: "!!value);
-      call symputx('err',1);
-      stop;
-    end;
-  end;
   else if (name=:'OUTDS' or name in ('DELETE_COL','LOCKLIBDS','AUDITLIBDS'))
   and missing(value) then do;
     call symputx('msg',"missing value in var: "!!name);
@@ -117,6 +126,14 @@ data _null_;
     stop;
   end;
 run;
+data _null_;
+  set &libds;
+  if missing(fmtrow) then do;
+    call symputx('msg',"missing fmtrow in format: "!!FMTNAME);
+    call symputx('err',1);
+    stop;
+  end;
+run;
 
 %mp_abort(
   iftrue=(&err ne 0)
@@ -124,6 +141,15 @@ run;
   ,msg=%str(&msg)
 )
 
+%local cnt;
+proc sql noprint;
+select count(distinct catx('|',type,fmtname,fmtrow)) into: cnt from &libds;
+%mp_abort(
+  iftrue=(&cnt ne %mf_nobs(&libds))
+  ,mac=&sysmacroname
+  ,msg=%str(Non-unique primary key on &libds)
+)
+
 /**
   * First, extract only relevant formats from the catalog
   */
@@ -177,12 +203,6 @@ data &inlibds/nonote2err;
     %mp_aligndecimal(end,width=16)
   end;
 
-  /* update row marker - retain new var as fmtrow may already be in libds */
-  if first.fmtname then row=1;
-  else row+1;
-  drop row;
-  fmtrow=row;
-
   fmthash=%mp_md5(cvars=&cvars, nvars=&nvars);
 run;
 

base/mp_stackdiffs.sas

@@ -197,6 +197,7 @@
   @li mp_coretable.sas
   @li mp_stackdiffs.test.sas
   @li mp_storediffs.sas
+  @li mp_stripdiffs.sas
 
   @todo The current approach assumes that a variable called KEY_HASH is not on
     the base table.  This part will need to be refactored (eg using

base/mp_storediffs.sas

@@ -64,6 +64,7 @@
   <h4> Related Macros </h4>
   @li mp_stackdiffs.sas
   @li mp_storediffs.test.sas
+  @li mp_stripdiffs.sas
 
   @version 9.2
   @author Allan Bowe
@@ -183,7 +184,7 @@ data &ds4;
 run;
 
 %if "&loadref"="0" %then %let loadref=%sysfunc(uuidgen());
-%if &processed_dttm=0 %then %let processed_dttm=%sysfunc(datetime());
+%if &processed_dttm=0 %then %let processed_dttm=%sysfunc(datetime(),8.6);
 %let libds=%upcase(&libds);
 
 /* join orig vals for modified & deleted */

base/mp_stripdiffs.sas

@@ -0,0 +1,225 @@
+/**
+  @file
+  @brief Generates a stage dataset to revert diffs tracked in an audit table
+  @details A big benefit of tracking data changes in an audit table is that
+    those changes can be subsequently reverted if necessary!
+
+    This macro prepares a staging dataset containing those differences - eg for:
+
+    @li deleted rows - these are re-inserted
+    @li changed rows - differences are reverted
+    @li added rows - marked with `_____DELETE__THIS__RECORD_____="YES"`
+
+    These changes are NOT applied to the base table - a staging dataset is
+    simply prepared for an ETL process to action.  In Data Controller, this
+    dataset is used directly as an input to the APPROVE process (so that the
+    reversion diffs can be reviewed prior to being applied).
+
+
+  @param [in] libds Base library.dataset (will not be modified).  The library
+    must be assigned.
+  @param [in] loadref Unique identifier for the version to be reverted.  This
+    change, plus ALL SUBSEQUENT CHANGES, will be reverted in the output table.
+  @param [in] difftable The dataset containing the diffs.  Definition available
+    in mddl_dc_difftable.sas
+  @param [out] outds= (work.mp_stripdiffs) Output table containing the diffs.
+    Has the same format as the base datset, plus a
+    `_____DELETE__THIS__RECORD_____` variable.
+  @param [in] mdebug= set to 1 to enable DEBUG messages and preserve outputs
+
+  <h4> SAS Macros </h4>
+  @li mf_getuniquefileref.sas
+  @li mf_getuniquename.sas
+  @li mf_islibds.sas
+  @li mp_abort.sas
+
+  <h4> Related Macros </h4>
+  @li mddl_dc_difftable.sas
+  @li mp_stackdiffs.sas
+  @li mp_storediffs.sas
+  @li mp_stripdiffs.test.sas
+
+  @version 9.2
+  @author Allan Bowe
+**/
+/** @cond */
+
+%macro mp_stripdiffs(libds
+  ,loadref
+  ,difftable
+  ,outds=work.mp_stripdiffs
+  ,mdebug=0
+)/*/STORE SOURCE*/;
+%local dbg;
+%if &mdebug=1 %then %do;
+  %put &sysmacroname entry vars:;
+  %put _local_;
+%end;
+%else %let dbg=*;
+
+%let libds=%upcase(&libds);
+
+/* safety checks */
+%mp_abort(iftrue= (&syscc ne 0)
+  ,mac=&sysmacroname
+  ,msg=%str(SYSCC=&syscc on entry.  Clean session required!)
+)
+%let libds=%upcase(&libds);
+%mp_abort(iftrue= (%mf_islibds(&libds)=0)
+  ,mac=&sysmacroname
+  ,msg=%str(Invalid library.dataset reference - %superq(libds))
+)
+
+
+
+/* set up unique and temporary vars */
+%local ds1 ds2 ds3 ds4 ds5 fref1;
+%let fref1=%mf_getuniquefileref();
+
+/* get timestamp of the diff to be reverted */
+%local ts;
+proc sql noprint;
+select put(processed_dttm,datetime19.6) into: ts
+  from &difftable where load_ref="&loadref";
+%mp_abort(iftrue= (&sqlobs=0)
+  ,mac=&sysmacroname
+  ,msg=%str(Load ref %superq(loadref) not found!)
+)
+
+/* extract diffs for this base table from this timestamp onwards */
+%let ds1=%upcase(work.%mf_getuniquename(prefix=mpsd_diffs));
+create table &ds1 (drop=libref dsn) as
+  select * from &difftable
+  where upcase(cats(libref))="%scan(&libds,1,.)"
+  and upcase(cats(dsn))="%scan(&libds,2,.)"
+  and processed_dttm ge "&ts"dt
+  order by processed_dttm desc, key_hash, is_pk;
+
+/* extract key values only */
+%let ds2=%upcase(work.%mf_getuniquename(prefix=mpsd_pks));
+create table &ds2 as
+  select key_hash,
+    tgtvar_nm,
+    tgtvar_type,
+    coalescec(oldval_char,newval_char) as charval,
+    coalesce(oldval_num, newval_num) as numval,
+    processed_dttm
+  from &ds1
+  where is_pk=1
+  order by key_hash, processed_dttm;
+
+/* grab pk values */
+%local pk;
+data _null_;
+  set &ds2;
+  by key_hash;
+  call symputx('pk',catx(' ',symget('pk'),tgtvar_nm),'l');
+  if last.key_hash then stop;
+run;
+
+%let ds3=%upcase(work.%mf_getuniquename(prefix=mpsd_keychar));
+proc transpose data=&ds2(where=(tgtvar_type='C'))
+    out=&ds3(drop=_name_);
+  by KEY_HASH PROCESSED_DTTM;
+  id TGTVAR_NM;
+  var charval;
+run;
+
+%let ds4=%upcase(work.%mf_getuniquename(prefix=mpsd_keynum));
+proc transpose data=&ds2(where=(tgtvar_type='N'))
+    out=&ds4(drop=_name_);
+  by KEY_HASH PROCESSED_DTTM;
+  id TGTVAR_NM;
+  var numval;
+run;
+/* shorten the lengths */
+%mp_ds2squeeze(&ds3,outds=&ds3)
+%mp_ds2squeeze(&ds4,outds=&ds4)
+
+%let ds5=%upcase(work.%mf_getuniquename(prefix=mpsd_merged));
+data &ds5;
+  length key_hash $32 processed_dttm 8;
+  merge &ds3 &ds4;
+  by key_hash;
+  if not missing(key_hash);
+run;
+
+/* join to base table for preliminary stage DS */
+proc sql;
+create table &outds as select "No " as _____DELETE__THIS__RECORD_____,
+    b.*
+  from &ds5 a
+  inner join &libds b
+  on 1=1
+%do x=1 %to %sysfunc(countw(&pk,%str( )));
+  and a.%scan(&pk,&x,%str( ))=b.%scan(&pk,&x,%str( ))
+%end;
+;
+
+/* create SAS code to apply to stage_ds */
+data _null_;
+  set &ds1;
+  file &fref1;
+  if _n_=1 then put 'proc sql noprint;';
+  by descending processed_dttm key_hash is_pk;
+  if move_type='M' then do;
+    if first.key_hash then do;
+      put "update &outds set " @@;
+    end;
+    if IS_PK=0 then do;
+      put "  " tgtvar_nm '=' @@;
+      charval=quote(cats(oldval_char));
+      if tgtvar_type='C' then put charval @@;
+      else put oldval_num @@;
+      if not last.is_pk then put ',';
+    end;
+    else do;
+      if first.is_pk then put "  where 1=1 " @@;
+      put "  and " tgtvar_nm '=' @@;
+      charval=quote(cats(oldval_char));
+      if tgtvar_type='C' then put charval @@;
+      else put oldval_num @@;
+    end;
+  end;
+  else if move_type='A' then do;
+    if first.key_hash then do;
+      put "update &outds set _____DELETE__THIS__RECORD_____='Yes' where 1=1 "@@;
+    end;
+    /* gating if - as only need PK now */
+    if is_pk=1;
+    put '  AND ' tgtvar_nm '=' @@;
+    charval=quote(cats(newval_char));
+    if tgtvar_type='C' then put charval @@;
+    else put newval_num @@;
+  end;
+  else if move_type='D' then do;
+    if first.key_hash then do;
+      put "insert into &outds set _____DELETE__THIS__RECORD_____='No' " @@;
+    end;
+    put "  ," tgtvar_nm '=' @@;
+    charval=quote(cats(oldval_char));
+    if tgtvar_type='C' then put charval @@;
+    else put oldval_num @@;
+  end;
+  if last.key_hash then put ';';
+run;
+
+/* apply the modification statements */
+%inc &fref1/source2;
+
+%if &mdebug=0 %then %do;
+  proc sql;
+  drop table &ds1, &ds2, &ds3, &ds4, &ds5;
+  file &fref1 clear;
+%end;
+%else %do;
+  data _null_;
+    infile &fref1;
+    input;
+    if _n_=1 then putlog "Contents of SQL adjustments";
+    putlog _infile_;
+  run;
+%end;
+
+%mend mp_stripdiffs;
+/** @endcond */

ddl/mddl_sas_cntlout.sas

@@ -6,6 +6,22 @@
   (given various practical restrictions) are described here to enable
   consistency when dealing with format data.
 
+  The HLO variable may have a number of values, documented here due to the
+  256 char label description length limit:
+
+    F=Standard format/informat.
+    H=Range ending value is HIGH.
+    I=Numeric informat.
+    J=Justification for an informat.
+    L=Range starting value is LOW.
+    M=MultiLabel.
+    N=Format or informat has no ranges, including no OTHER= range.
+    O=Range is OTHER.
+    R=ROUND option is in effect.
+    S=Specifies that NOTSORTED is in effect.
+    U=Specifies that the UPCASE option for an informat be used.
+
+
 **/
 
 
@@ -13,9 +29,11 @@
 
   proc sql;
   create table &libds(
-    TYPE char(1) label='Type of format - either N (num fmt), C (char fmt), I (num infmt) or J (char infmt)'
+    TYPE char(1) label=
+'Format Type: either N (num fmt), C (char fmt), I (num infmt) or J (char infmt)'
     ,FMTNAME char(32)     label='Format name'
-    ,FMTROW num label='CALCULATED Position of record by FMTNAME (reqd for multilabel formats)'
+    ,FMTROW num label=
+'CALCULATED Position of record by FMTNAME (reqd for multilabel formats)'
     ,START char(32767)    label='Starting value for format'
     /*
       Keep lengths of START and END the same to avoid this err:
@@ -35,18 +53,8 @@
     ,NOEDIT num length=3  label='Is picture string noedit?'
     ,SEXCL char(1)        label='Start exclusion'
     ,EEXCL char(1)        label='End exclusion'
-    ,HLO char(13)         label='Additional information.
-F=Standard format/informat.
-H=Range ending value is HIGH.
-I=Numeric informat.
-J=Justification for an informat.
-L=Range starting value is LOW.
-M=MultiLabel.
-N=Format or informat has no ranges, including no OTHER= range.
-O=Range is OTHER.
-R=ROUND option is in effect.
-S=Specifies that NOTSORTED is in effect.
-U=Specifies that the UPCASE option for an informat be used.'
+    ,HLO char(13) label=
+'More info: https://core.sasjs.io/mddl__sas__cntlout_8sas_source.html'
     ,DECSEP char(1)       label='Decimal separator'
     ,DIG3SEP char(1)      label='Three-digit separator'
     ,DATATYPE char(8)     label='Date/time/datetime?'

meta/mm_assigndirectlib.sas

@@ -210,7 +210,7 @@ run;
   %end;
 %end;
 %else %if &engine=ODBC %then %do;
-  &mD.%put NOTE: Retrieving ODBC connection details;
+  %&mD.put NOTE: Retrieving ODBC connection details;
   data _null_;
     length connx_uri conprop_uri value datasource up_uri schema domprop_uri authdomain $256.;
     call missing (of _all_);

meta/mm_getgroups.sas

@@ -11,10 +11,11 @@
 
   @param [in] user= the metadata user to return groups for.  Leave blank for all
     groups.
-  @param [in] repo= the metadata repository that contains the user/group
-    information
-  @param [in] mDebug= set to 1 to show debug messages in the log
-  @param [out] outds= the dataset to create that contains the list of groups
+  @param [in] repo= (foundation) the metadata repository that contains the
+    user/group information
+  @param [in] mDebug= (0) set to 1 to show debug messages in the log
+  @param [out] outds= (work.mm_getgroups) The dataset to create that contains
+    the list of groups
 
   @returns outds  dataset containing all groups in a column named "metagroup"
     - groupuri

sasjs/sasjsconfig.json

@@ -67,7 +67,7 @@
     },
     {
       "name": "server",
-      "serverUrl": "https://sas9.4gl.io",
+      "serverUrl": "https://sas.4gl.io",
       "serverType": "SASJS",
       "httpsAgentOptions": {
         "allowInsecureRequests": false

tests/base/mp_ds2csv.test.2.sas

@@ -0,0 +1,43 @@
+/**
+  @file
+  @brief Testing mp_ds2csv.sas macro
+
+  <h4> SAS Macros </h4>
+  @li mp_ds2csv.sas
+  @li mp_assert.sas
+  @li mp_assertscope.sas
+
+**/
+
+data work.shortnum;
+  length a 3 b 4 c 8;
+  a=1;b=2;c=3;
+  output;
+  stop;
+run;
+
+/**
+  * Test 1 - default CSV
+  */
+
+%mp_ds2csv(work.shortnum,outfile="&sasjswork/test1.csv",headerformat=SASJS)
+
+%let test1b=FAIL;
+data _null_;
+  infile "&sasjswork/test1.csv";
+  input;
+  list;
+  if _n_=1 then call symputx('test1a',_infile_);
+  else if _infile_=:'1,2,3' then call symputx('test1b','PASS');
+run;
+
+%mp_assert(
+  iftrue=("&test1a"="A:best3. B:best4. C:best."),
+  desc=Checking header row Test 1,
+  outds=work.test_results
+)
+%mp_assert(
+  iftrue=("&test1b"="PASS"),
+  desc=Checking data row Test 1,
+  outds=work.test_results
+)

tests/base/mp_filtercheck.test.sas

@@ -53,7 +53,10 @@ AND,AND,1,age,=,.A
 AND,AND,1,height,<,.B
 AND,AND,1,age,IN,"(.a,.b,.)"
 AND,AND,1,age,IN,"(.A)"
-
+AND,AND,1,AGE,=,AGE
+AND,AND,1,AGE,<,Weight
+AND,AND,1,AGE,BETWEEN,"HEIGHT AND WEIGHT"
+AND,OR,2,Name,=,name
 ;;;;
 run;
 
@@ -204,3 +207,26 @@ run;
   outds=work.test_results
 )
 %let syscc=0;
+
+
+/* invalid IN value (cannot use var names) */
+data work.inds;
+  infile datalines4 dsd;
+  input GROUP_LOGIC:$3. SUBGROUP_LOGIC:$3. SUBGROUP_ID:8. VARIABLE_NM:$32.
+    OPERATOR_NM:$10. RAW_VALUE:$4000.;
+datalines4;
+AND,AND,1,AGE,NOT IN,"(height, age)"
+;;;;
+run;
+
+%mp_filtercheck(work.inds,
+  targetds=work.class,
+  outds=work.badrecords,
+  abort=NO
+)
+%let syscc=0;
+%mp_assertdsobs(work.badrecords,
+  desc=Invalid IN syntax,
+  test=HASOBS,
+  outds=work.test_results
+)

tests/base/mp_loadformat.test.1.sas

@@ -189,8 +189,10 @@ data work.stagedata3;
     if last.fmtname then do;
       output; /* 6 new records */
       x=_n_;
-      x+1;start=cats("mod",x);end=start;label='newlabel1';output;
-      x+1;start=cats("mod",x);end=start;label='newlabel2';output;
+      x+1;start=cats("mod",x);end=start;label='newlabel1';fmtrow=fmtrow+1;
+      output;
+      x+1;start=cats("mod",x);end=start;label='newlabel2';fmtrow=fmtrow+2;
+      output;
     end;
     else if fmtrow le 3 then do; /* 9 more changed values */
       start= cats("mod",_n_);

tests/base/mp_loadformat.test.2.sas

@@ -58,6 +58,9 @@ proc format library=&cat1;
   value agemlb (multilabel)
     19-120='Adults'
     1-18='Children'
+    0-1='Preschool'
+    1-2='Preschool'
+    2-3='Preschool'
     1-4='Preschool';
   value agemlc (multilabel notsorted)
     19-120='Adults'
@@ -67,16 +70,19 @@ run;
 
 %mp_cntlout(libcat=&cat1,cntlout=work.cntlout1)
 %mp_assertdsobs(work.cntlout1,
-  desc=Has 16 records,
-  test=EQUALS 16
+  desc=Has 19 records,
+  test=EQUALS 19
 )
 
 data work.stagedata3;
   set work.cntlout1;
   if fmtname='AGEMLA' and label ne 'Preschool' then deleteme='Yes';
   if fmtname='AGEMLB' and label = 'Preschool' then label='Kids';
-  if fmtname='GENDERML' and label='Farmale' then output;
-  output;
+  if fmtname='GENDERML' and label='Farmale' then do;
+    output;
+    fmtrow=101; output;
+  end;
+  else output;
 run;
 
 
@@ -113,14 +119,17 @@ run;
 
 %let check1=0;
 %let check2=0;
+%let check3=0;
 data test;
   set work.cntlout2;
   where fmtname='GENDERML';
+  putlog fmtrow= label=;
   if _n_=4 and label='Farmale' then call symputx('check1',1);
-  if _n_=5 and label='Farmale' then call symputx('check2',1);
+  if _n_=5 and label ne 'Farmale' then call symputx('check2',1);
+  if _n_=8 and label = 'Farmale' then call symputx('check3',1);
 run;
 %mp_assert(
-  iftrue=(&check1=1 and &check2=1),
+  iftrue=(&check1=1 and &check2=1 and &check3=1),
   desc=Ensuring Farmale values retain their order,
   outds=work.test_results
 )

tests/base/mp_stripdiffs.test.sas

@@ -0,0 +1,106 @@
+/**
+  @file
+  @brief Testing mp_stripdiffs.sas macro
+  @details
+
+  <h4> SAS Macros </h4>
+  @li mp_assert.sas
+  @li mp_assertscope.sas
+  @li mp_ds2md.sas
+  @li mp_stripdiffs.sas
+
+**/
+
+/* make an adjustable base dataset */
+/* use a composite key also (name weight) */
+libname libby (work);
+data libby.class;
+  set sashelp.class;
+run;
+
+/* first, store some diffs */
+data work.orig work.deleted work.changed work.appended;
+  set libby.class;
+  if _n_=1 then do;
+    call symputx('delname',name);
+    output work.orig work.deleted;
+  end;
+  else if _n_=2 then do;
+    output work.orig;
+    call symputx('modname',name);
+    call symputx('modval',age);
+    age=99;
+    output work.changed;
+  end;
+  else do;
+    name='Newbie';
+    output work.appended;
+    stop;
+  end;
+run;
+%mp_storediffs(libby.class,work.orig,NAME WEIGHT
+  ,delds=work.deleted
+  ,modds=work.changed
+  ,appds=work.appended
+  ,outds=work.audit
+  ,loadref=UPLOAD1
+  ,mdebug=0
+)
+%mp_ds2md(work.audit)
+%mp_assert(
+  iftrue=(&syscc=0),
+  desc=Checking preparation case,
+  outds=work.test_results
+)
+
+/* apply the changes */
+proc sql;
+delete from libby.class where name in ("&delname","&modname");
+proc append base=libby.class data=work.appended;
+proc append base=libby.class data=work.changed;
+run;
+
+/* now, prepare the revert dataset */
+%mp_assertscope(SNAPSHOT)
+%mp_stripdiffs(libby.class
+  ,UPLOAD1
+  ,work.audit
+  ,outds=work.mp_stripdiffs
+  ,mdebug=1
+)
+%mp_ds2md(work.mp_stripdiffs)
+%mp_assertscope(COMPARE)
+
+%mp_assert(
+  iftrue=(&syscc=0),
+  desc=Checking error condition,
+  outds=work.test_results
+)
+
+%let delpass=0;
+%let modpass=0;
+%let addpass=0;
+data _null_;
+  set work.mp_stripdiffs;
+  if upcase(_____DELETE__THIS__RECORD_____)='NO' and name="&delname"
+  then call symputx('delpass',1);
+  if name="&modname" and age=&modval then call symputx('modpass',1);
+  if upcase(_____DELETE__THIS__RECORD_____)='YES' and name="Newbie"
+  then call symputx('addpass',1);
+run;
+
+%mp_assert(
+  iftrue=(&delpass=1),
+  desc=Ensuring deleted record is back in the dataset,
+  outds=work.test_results
+)
+%mp_assert(
+  iftrue=(&modpass=1),
+  desc=Ensuring modified record now has old value,
+  outds=work.test_results
+)
+%mp_assert(
+  iftrue=(&addpass=1),
+  desc=Ensuring added record is now marked for deletion,
+  outds=work.test_results
+)

tests/x-platform/mx_getgroups.test.sas

@@ -0,0 +1,41 @@
+/**
+  @file
+  @brief Testing mx_getgroups.test.sas macro
+
+  Be sure to run <code>%let mcTestAppLoc=/Public/temp/macrocore;</code> when
+  running in Studio
+
+  <h4> SAS Macros </h4>
+  @li mf_nobs.sas
+  @li mf_getuser.sas
+  @li mp_assert.sas
+  @li mx_getgroups.sas
+
+**/
+
+
+%mx_getgroups(outds=work.test1)
+
+%mp_assert(
+  iftrue=(%mf_nobs(work.test1)>0),
+  desc=groups were found,
+  outds=work.test_results
+)
+%mp_assertcols(work.test1,
+  cols=groupuri groupname groupdesc,
+  test=ALL,
+  desc=check all columns exist
+)
+
+%mx_getgroups(outds=work.test2,user=%mf_getuser())
+
+%mp_assert(
+  iftrue=(%mf_nobs(work.test2)>0),
+  desc=groups for current user were found,
+  outds=work.test_results
+)
+%mp_assertcols(work.test2,
+  cols=groupuri groupname groupdesc,
+  test=ALL,
+  desc=check all columns exist
+)

xplatform/mx_getgroups.sas

@@ -0,0 +1,98 @@
+/**
+  @file
+  @brief Fetches all groups or the groups for a particular member
+  @details  When building applications that run on multiple flavours of SAS, it
+  is convenient to use a single macro (like this one) to fetch the groups
+  regardless of the flavour of SAS being used
+
+  The alternative would be to compile a generic macro in target-specific
+  folders (SASVIYA, SAS9 and SASJS).  This avoids compiling unnecessary macros
+  at the expense of a more complex sasjsconfig.json setup.
+
+
+  @param [in] mdebug= (0) Set to 1 to enable DEBUG messages
+  @param [in] user= (0) Provide the username on which to filter
+  @param [in] uid= (0) Provide the userid on which to filter
+  @param [in] repo= (foundation) SAS9 only, choose the metadata repo to query
+  @param [in] access_token_var= (ACCESS_TOKEN) VIYA only.
+    The global macro variable to contain the access token
+  @param [in] grant_type= (sas_services) VIYA only.
+    Valid values are "password" or "authorization_code" (unquoted).
+  @param [out] outds= (work.mx_getgroups) This output dataset will contain the
+    list of groups. Format:
+|GROUPNAME:$32.|GROUPDESC:$256.|GROUPURI:best.|
+|---|---|---|
+|`SomeGroup `|`A group `|`1`|
+|`Another Group`|`this is a different group`|`2`|
+|`admin`|`Administrators `|`3`|
+
+  <h4> SAS Macros </h4>
+  @li mf_getplatform.sas
+  @li mm_getgroups.sas
+  @li ms_getgroups.sas
+  @li mv_getgroups.sas
+  @li mv_getusergroups.sas
+
+**/
+
+%macro mx_getgroups(
+  mdebug=0,
+  user=0,
+  uid=0,
+  repo=foundation,
+  access_token_var=ACCESS_TOKEN,
+  grant_type=sas_services,
+  outds=work.mx_getgroups
+)/*/STORE SOURCE*/;
+%local platform name shortloc;
+%let platform=%mf_getplatform();
+
+%if &platform=SASJS %then %do;
+  %ms_getgroups(
+    user=&user,
+    uid=&uid,
+    outds=&outds,
+    mdebug=&mdebug
+  )
+  data &outds;
+    length groupuri groupname $32 groupdesc $128 ;
+    set &outds;
+    keep groupuri groupname groupdesc;
+    groupuri=cats(groupid);
+    groupname=name;
+    groupdesc=description;
+  run;
+  proc sort; by groupname; run;
+%end;
+%else %if &platform=SAS9 or &platform=SASMETA %then %do;
+  %if &user=0 %then %let user=;
+  %mm_getGroups(
+    user=&user
+    ,outds=&outds
+    ,repo=&repo
+    ,mDebug=&mdebug
+  )
+  proc sort data=&outds; by groupname; run;
+%end;
+%else %if &platform=SASVIYA %then %do;
+  %if &user=0 %then %do;
+    %mv_getgroups(access_token_var=&access_token_var
+      ,grant_type=&grant_type
+      ,outds=&outds
+    )
+  %end;
+  %else %do;
+    %mv_getusergroups(&user
+      ,outds=&outds
+      ,access_token_var=&access_token_var
+      ,grant_type=&grant_type
+    )
+  %end;
+  proc sort
+      data=&outds(rename=(id=groupuri name=groupname description=groupdesc))
+      out=&outds (keep=groupuri groupname groupdesc);
+    by groupname;
+  run;
+%end;
+
+%mend mx_getgroups;