System and method for convergent document collaboration

• US 9,552,343 B2
• Filed: 02/22/2016
• Issued: 01/24/2017
• Est. Priority Date: 04/30/2015
• Status: Active Grant

• Current Assignee: Workiva Inc.
• Original Assignee: Workiva Inc.
• Inventors: Thiesen, Michael J., Frost, Dominic J., Bush, Stephen, Nelson, Grant, Echols, Benjamin
• Primary Examiner(s): SERRAO, RANODHI N
• Application Number:
  US15/049,221
• Publication Number:
  US 20160321228A1
• Time in Patent Office: 337 Days
• Field of Search: None
• US Class Current: 1/1
• CPC Class Codes: G06F 16/9027 Trees
• CPC Class Codes: G06F 16/93 Document management systems
• CPC Class Codes: G06F 40/134 Hyperlinking
• CPC Class Codes: G06F 40/14 Tree-structured documents parsing G06F40/205; validation G06F40/226
• CPC Class Codes: G06F 40/166 Editing, e.g. inserting or deleting
• CPC Class Codes: G06F 40/197 Version control for software G06F8/71
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 10/103 Workflow collaboration or project management

Abstract

A computing device includes a processor that carries out actions comprising: storing a causal tree structure corresponding to a document, where the causal tree structure includes a sequence of editing instructions and each editing instruction is assigned an identifier unique to such editing instruction. The method further includes receiving a user editing instruction for the document, where the user editing instruction is assigned an identifier unique to the user editing instruction. The method includes storing the user editing instruction and the identifier assigned to the user editing instruction as an additional node to the causal tree structure. The method further includes broadcasting, to a plurality of client devices, the user editing instruction and the identifier assigned to the user editing instruction.

Claims

1. A method implemented on a server, the method comprising:

storing, on a database of the server, a causal tree structure corresponding to a document, wherein the causal tree structure comprises a sequence of editing instructions and each editing instruction is assigned an identifier unique to such editing instruction, wherein the identifier comprises;

a site identifier unique to an editing session of a user;

a stamp, which is a numeric value based on identifiers assigned to editing instructions in the causal tree structure; and

a cause identifier, wherein the cause identifier is an identifier of a prior editing instruction in a node in the causal tree structure that precedes an additional node;

receiving, at the server, a user editing instruction for the document, wherein the user editing instruction is assigned an identifier unique to the user editing instruction;

storing, using a processor of the server, the user editing instruction and the identifier assigned to the user editing instruction as the additional node to the causal tree structure; and

broadcasting, to a plurality of client devices connected to the server, the user editing instruction and the identifier assigned to the user editing instruction.

2. The method of claim 1, wherein the document is composed by traversing identifiers of the editing instructions in a sequential order.

3. The method of claim 1, wherein the user editing instruction comprises an instruction to modify a series of consecutive data in the document.

4. The method of claim 1, wherein each editing instruction in the causal tree structure comprises at least one instruction selected from the group consisting of a modification of a value, a modification of metadata, a link to another node of the causal tree structure, a link to a node in another causal tree structure corresponding to another document, a link to the other causal tree, and a link to data residing outside the causal tree structure.

5. The method of claim 1, wherein the causal tree structure includes an editing instruction that is assigned a cause identifier, wherein the cause identifier is an identifier of the prior editing instruction.

6. The method of claim 5, wherein the causal tree structure further includes a second editing instruction that is assigned the same cause identifier as the editing instruction, and the editing instruction and the second editing instruction form separate branches of the causal tree structure.

7. A method implemented on a client device, the method comprising;

receiving, from a server connected to the client device, at least a portion of a causal tree structure corresponding to a document, wherein the causal tree structure is stored on the server and comprises a sequence of editing instructions and each editing instruction is assigned an identifier unique to such editing instruction;

storing the portion of the causal tree structure;

receiving a user editing instruction for the document;

assigning, using a processor of the client device, an identifier to the user editing instruction, including;

a site identifier unique to the user'"'"'s editing session on the client device; and

a stamp, which is a numeric value based on identifiers assigned to editing instructions in the causal tree structure stored on the server;

transmitting, to the server, the user editing instruction and the identifier assigned to the user editing instruction;

receiving, from the server, another user editing instruction for the document and an identifier assigned to the other user editing instruction;

storing the user editing instruction and the identifier assigned to the user instruction, and the received other user editing instruction and the received identifier as additional nodes to the portion of the causal tree structure; and

rendering the user editing instruction and the received other user instruction.

8. The method of claim 7, wherein assigning the identifier to the user editing instruction further comprises assigning a cause identifier, wherein the cause identifier is an identifier of a prior editing instruction in the causal tree structure that precedes the additional node.

9. The method of claim 7, further comprising composing the document by traversing identifiers of the editing instructions in the portion of the causal tree structure in a sequential order.

10. The method of claim 7, wherein the user editing instruction comprises an instruction to modify a series of consecutive data in the document.

11. The method of claim 7, wherein each editing instruction in the causal tree structure comprises at least one instruction selected from the group consisting of a modification of a value, a modification of metadata, a link to another node of the causal tree structure, a link to a node in another causal tree structure corresponding to another document, a link to another causal tree structure, and a link to data residing outside the causal tree structure.

12. The method of claim 7, wherein the user editing instruction and the other user editing instruction share a cause identifier, wherein the cause identifier is an identifier of a prior editing instruction in the causal tree structure that precedes both the user editing instruction and the other user editing instruction.

13. The method of claim 7, further comprising:

receiving a next user editing instruction; and

assigning an identifier to the next user editing instruction based on the identifier assigned to the user instruction and the identifier assigned to the other user instruction.

14. A method implemented on a server, the method comprising:

storing, on a database of the server, a causal tree structure corresponding to a document, wherein the causal tree structure comprises a sequence of editing instructions and each editing instruction is assigned an identifier unique to such editing instruction;

receiving, at the server, a first user editing instruction transmitted by a first client device and a second user editing instruction transmitted by a second client device, wherein the first user editing instruction is assigned a first identifier and the second user editing instruction is assigned a second identifier,

wherein the first identifier comprises a first site identifier unique to a first user'"'"'s editing session on the first client device, and a first stamp, which is a numeric value based on identifiers assigned to editing instructions in the causal tree structure,

wherein the second identifier comprises a second site identifier unique to a second user'"'"'s editing session on the second client device, and a second stamp, which is a numeric value based on identifiers assigned to editing instructions in the causal tree structure;

storing the first user editing instruction and the first identifier as a first additional node to the causal tree structure, and storing the second user editing instruction and the second identifier as a second additional node to the causal tree structure;

transmitting, to the first client device, the second user editing instruction and the second identifier, to render changes to the document corresponding to the first user editing instruction and the second user editing instruction; and

transmitting, to the second client device, the first user editing instruction and the first identifier, to render changes to the document corresponding to the first user editing instruction and the second user editing instruction.

15. The method of claim 14, wherein:

the first identifier further comprises a first cause identifier, which is an identifier of a prior editing instruction in the causal tree structure that precedes the first user editing instruction; and

the second identifier further comprises a second cause identifier, which is an identifier of a prior editing instruction in the causal tree structure that precedes the second user editing instruction.

16. The method of claim 15, wherein the first cause identifier and the second cause identifier are the same, and the method further comprises:

comparing the first stamp and the second stamp;

if the first stamp is greater than the second stamp, processing the first user editing instruction before processing the second user editing instruction; and

if the first stamp is less than the second stamp, processing the second user editing instruction before processing the first user editing instruction.

17. The method of claim 15, wherein the first user editing instruction and the second user editing instruction are received simultaneously, and the method further comprises:

comparing the first site identifier and the second site identifier;

if the first site identifier is less than the second site identifier, processing the first user editing instruction before processing the second user editing instruction; and

if the first site identifier is greater than the second site identifier, processing the second user editing instruction before processing the second user editing instruction.

18. The method of claim 14, wherein the first identifier further comprises a first time stamp and the second identifier further comprises a second time stamp, and the method further comprises:

comparing the first time stamp and the second time stamp;

if the first time stamp has an earlier time than the second time stamp, processing the first user editing instruction before processing the second user editing instruction; and

if the first time stamp has a later time than the second time stamp, processing the second user editing instruction before processing the first user editing instruction.

19. The method of claim 14, wherein each editing instruction in the causal tree structure comprises at least one instruction selected from the group consisting of a modification of a value, a modification of metadata, a link to another node of the causal tree structure, a link to a node in another causal tree structure corresponding to another document, a link to another causal tree structure, and a link to data residing outside the causal tree structure.

20. A method implemented on a server, the method comprising:

storing, on a database of the server, a causal tree structure corresponding to a document, wherein the causal tree structure comprises a sequence of editing instructions and each editing instruction is assigned an identifier unique to such editing instruction;

dividing, using a processor on the server, the causal tree structure into a plurality of branches, wherein each branch has about the same number of editing instructions;

receiving a user editing instruction for the document, wherein the user editing instruction is assigned an identifier unique to the user editing instruction;

storing the user editing instruction and the identifier assigned to the user editing instruction as an additional node to a first branch of the causal tree structure;

broadcasting, to a plurality of client devices connected to the server, the user editing instruction and the identifier assigned to the user editing instruction;

comparing a number of editing instructions in the first branch of the causal tree structure to a predetermined number; and

if the number of editing instructions in the first branch exceeds the predetermined number, re-dividing the causal tree structure into a second plurality of branches having about the same number of editing instructions,

wherein the causal tree structure is re-divided when all user sessions to edit the document are terminated.

21. The method of claim 20, further comprising temporarily suspending all user sessions to edit the document when re-dividing the causal tree structure.

22. The method of claim 20, wherein the re-divided causal tree structure has a different number of branches than the causal tree structure.

23. The method of claim 20, wherein the identifier assigned to each editing instruction comprises an instruction identifier and a cause identifier.

24. The method of claim 23, wherein re-dividing the causal tree structure comprises modifying cause identifiers of first editing instructions in the second plurality of branches without modifying the instruction identifiers of the first editing instructions.