Refactoring Ruby with Monads
Contents
Introduction
Hello! I’m going to tell you about monads, and how we can uncover them by refactoring our Ruby code.
The ideas in this article might be unfamiliar, so before we get stuck into the details, let’s warm our brains up with something simple.
People always use analogies to explain monads; it doesn’t help, so there’ll be no burritos, spacesuits or elephants in this article. That being said, I do want to mention some related ideas that will put your brain in a receptive state for the stuff I actually want to say.
Stacks
I’ll start with a rhetorical question: what’s a stack?
Well, it’s a kind of value that supports certain operations:
#push(value)
#pop
#top
#empty?
.empty
I’m talking about an immutable stack here, so #push
and #pop
don’t mutate the stack, they just return a new one; you have to use #top
to look at the top element. In addition to the four instance methods, we also need a class method called .empty
which creates an empty stack to get us started.
For a value to qualify as a stack, its operations have to follow certain rules. For any stack,
stack.push(x).top
must equalx
(regardless of whatx
is);stack.push(x).pop
must equalstack
;empty.empty?
must betrue
; andstack.push(x).empty?
must befalse
.
The rules just say that the operations do what you intuitively expect: when you push a value onto a stack, that becomes the top value; pushing then popping is a no-op; an empty stack is empty; and a stack with something pushed onto it isn’t empty.
We can implement the five stack operations however we like, as long as our implementation satisfies the rules.
Here’s a class called ArrayStack
which implements the operations in a particular way:
ArrayStack = Struct.new(:values) do
def push(value)
ArrayStack.new([value] + values)
end
def top
values.first
end
def pop
ArrayStack.new(values.drop(1))
end
def empty?
values.empty?
end
def self.empty
new([])
end
end
ArrayStack
stores the stack contents as an array of values. ArrayStack#push
adds a value onto the front of the values
array, and ArrayStack#pop
removes the array’s first item.
Here’s another class, LinkedListStack
, which implements the same operations in a different way:
LinkedListStack = Struct.new(:top, :pop) do
def push(value)
LinkedListStack.new(value, self)
end
# def top
# # we get this for free!
# end
# def pop
# # and this!
# end
def empty?
pop.nil?
end
def self.empty
new(nil, nil)
end
end
Instead of storing a complete array of values, LinkedListStack
stores the top element and a pointer to the rest of the stack. LinkedListStack#top
and LinkedListStack#pop
are simple getters, and LinkedListStack#push
stores its value in a new LinkedListStack
instance pointing at the old one.
So, what’s the point of the rules? Well, they guarantee how the stack operations will behave, so once those operations have been implemented in a compliant way, we can use them without knowing anything about their implementation.
For example, if we make an empty ArrayStack
and push two values onto it, then pop one of them and ask for the top value, we get the result we expect:
>>stack = ArrayStack.empty
=> #<struct ArrayStack values=[]> >>stack.push('hello').push('world').pop.top
=> "hello"
If we do the same with a LinkedListStack
, it works in exactly the same way, because the same rules apply:
>>stack = LinkedListStack.empty
=> #<struct LinkedListStack top=nil, rest=nil> >>stack.push('hello').push('world').pop.top
=> "hello"
The guarantee provided by the rules also makes it possible for us to define new operations in terms of the old ones.
For example, here’s a method called #size
that recursively calculates the size of a stack by counting how many times it has to be popped until it’s empty:
module Stack
def size
if empty?
0
else
pop.size + 1
end
end
end
ArrayStack.include(Stack)
LinkedListStack.include(Stack)
As long as a stack has compliant implementations of #empty?
and #pop
, we can implement #size
on top of them. It doesn’t matter what stack implementation we use; #size
always works the same.
An empty ArrayStack
has size 0
, and if we push two values on, the resulting stack’s size is 2
:
>>ArrayStack.empty.size
=> 0 >>ArrayStack.empty.push('hello').push('world').size
=> 2
Likewise, an empty LinkedListStack
has size 0
, and if we push two values on, the resulting stack’s size is 2
:
>>LinkedListStack.empty.size
=> 0 >>LinkedListStack.empty.push('hello').push('world').size
=> 2
So what do we mean by “stack”? It’s really a specification. An implementation of a stack provides certain operations that follow certain rules.
The stack specification has two benefits: firstly, those operations provide a common interface across many possible implementations; and secondly, they allow us to build shared functionality (like the #size
method) that works with any compliant implementation.
Collections
Here’s another question: what’s a collection (in Ruby, at least)?
Again, it’s a kind of value with certain operations — actually just one operation, called #each
. That operation follows certain rules — actually just one rule, which is that #each
must call a block with a value zero or more times in immediate sequence. That’s it.
We can implement that #each
operation however we like, as long as we obey the rule. Here’s a HardcodedCollection
class whose #each
method literally calls a block with 1
, then with 2
, all the way up to 5
:
class HardcodedCollection
def each(&block)
block.call(1)
block.call(2)
block.call(3)
block.call(4)
block.call(5)
end
end
Here’s a GeneratedCollection
whose #each
method calculates those values dynamically in a loop and calls a block with each one:
class GeneratedCollection
def each(&block)
number = 1
while number <= 5
block.call(number)
number = number + 1
end
end
end
We can use #each
without knowing its implementation. From the outside, HardcodedCollection
and GeneratedCollection
both behave like a collection of the numbers from 1
to 5
:
>>collection = HardcodedCollection.new
=> #<HardcodedCollection> >>collection.each { |n| puts n }
1 2 3 4 5 => nil >>collection = GeneratedCollection.new
=> #<GeneratedCollection> >>collection.each { |n| puts n }
1 2 3 4 5 => nil
Just as we did with stacks, we can define more collection operations on top of the one operation we already have. Here’s a method called #select
that takes a block, then calls #each
and accumulates all the values that make the block return true
:
module Collection
def select(&block)
results = []
each do |value|
results << value if block.call(value)
end
results
end
end
HardcodedCollection.include(Collection)
GeneratedCollection.include(Collection)
As long as a collection has a working implementation of #each
, we can implement #select
on top of it. It works the same for both implementations:
>>HardcodedCollection.new.select { |n| n.odd? }
=> [1, 3, 5] >>GeneratedCollection.new.select { |n| n.odd? }
=> [1, 3, 5]
Of course, in Ruby we have a module called Enumerable
that already implements #select
, as well as #count
, #map
, #inject
, and tons of other helpful stuff that all sits on top of this one #each
method.
So, what do we mean by “collection”? Again, it’s really just a specification. An implementation of a collection provides an operation that follows a rule.
And again, we get two benefits: the #each
method gives us a common interface across many possible implementations of collections, and it allows us to build shared functionality (like #select
) that works with any implementation.
Abstract data types
We’ve looked at stacks and collections, and seen some similarities between them. What name do we give this kind of thing? Are “stack” and “collection” design patterns? Interfaces? APIs? Duck types?
Those words are all appropriate, and they overlap to an extent; the concept of a “stack” or a “collection” sits in the middle of all of them. In my opinion, the most specific (and therefore most accurate) term is “abstract data type”, which literally means a kind of value with certain operations that follow certain rules.
So stacks and collections are abstract concepts, but they’re abstract in a good way! The abstractions give us power, and we expect programmers to understand them. Nobody talks about stacks in hushed tones. They’re simple and useful.
Refactoring
Okay, that’s enough priming of your brain. Let’s do some refactoring.
Handling nil
First, I’d like to look at some code that has to deal with nil
s.
Imagine that we have a project management application with different kinds of models:
Project = Struct.new(:creator)
Person = Struct.new(:address)
Address = Struct.new(:country)
Country = Struct.new(:capital)
City = Struct.new(:weather)
Each Project
has a Person
who created it; each Person
has an Address
; each Address
has a Country
; each Country
has a capital City
; and each City
has weather information, which, for the sake of simplicity, is just a string.
Let’s say that we want to display the weather next to each project in our user interface (for some reason). That involves traversing all these associations. Here’s a method that does that:
def weather_for(project)
project.creator.address.
country.capital.weather
end
(Maybe you’ve written similar Rails view helpers before. There are lots of reasons not to write code like this, but there are also perfectly good reasons to do it, and anyway, people will always write code like this no matter what we say.)
If we make a city which has sunny weather, and a country which has that city as its capital, and an address in that country, and a person with that address, and a project created by that person…
>>city = City.new('sunny')
=> #<struct City …> >>country = Country.new(city)
=> #<struct Country …> >>address = Address.new(country)
=> #<struct Address …> >>person = Person.new(address)
=> #<struct Person …> >>project = Project.new(person)
=> #<struct Project …>
…then we can pass that project into #weather_for
and it works fine:
>> weather_for(project)
=> "sunny"
But if we make a bad project, for example by providing an address that has no country, #weather_for
blows up:
>>bad_project = Project.new(Person.new(Address.new(nil)))
=> #<struct Project …> >>weather_for(bad_project)
NoMethodError: undefined method `capital' for nil:NilClass
Tony Hoare invented nil
in 1965; he now calls it his “billion-dollar mistake”, which has “probably caused a billion dollars of pain and damage”. This is exactly the sort of thing he’s talking about.
Well, they may be a mistake, but Ruby has nil
s, so we’re stuck with them. To make #weather_for
tolerate nil
s, we’re going to have to explicitly check for them.
First we need to introduce local variables to hold every intermediate result…
def weather_for(project)
creator = project.creator
address = creator.address
country = address.country
capital = country.capital
weather = capital.weather
end
…and then check each intermediate result before we try to call a method on it:
def weather_for(project)
unless project.nil?
creator = project.creator
unless creator.nil?
address = creator.address
unless address.nil?
country = address.country
unless country.nil?
capital = country.capital
unless capital.nil?
weather = capital.weather
end
end
end
end
end
end
(While we’re at it, we might as well include the possibility that the project itself is nil
.)
The method body is starting to drift right and become a pyramid of doom, but luckily it works the same if we flatten it:
def weather_for(project)
unless project.nil?
creator = project.creator
end
unless creator.nil?
address = creator.address
end
unless address.nil?
country = address.country
end
unless country.nil?
capital = country.capital
end
unless capital.nil?
weather = capital.weather
end
end
This code works, but it’s pretty clumsy, and it’s hard to remember to do something like this every time we might possibly have nil
s to deal with.
Fortunately, Ruby on Rails has a solution to this problem. Rails (actually Active Support) monkey patches Object
and NilClass
with a method called #try
, which delegates to #public_send
if the object’s not nil
, and returns nil
otherwise:
class Object
def try(*a, &b)
if a.empty? && block_given?
yield self
else
public_send(*a, &b) if respond_to?(a.first)
end
end
end
class NilClass
def try(*args)
nil
end
end
When every object has a #try
method, instead of doing these nil
checks ourselves, we can let #try
do it for us:
def weather_for(project)
creator = project.try(:creator)
address = creator.try(:address)
country = address.try(:country)
capital = country.try(:capital)
weather = capital.try(:weather)
end
Now we’re back to just chaining method calls together, so we can take the local variables out again:
def weather_for(project)
project.
try(:creator).
try(:address).
try(:country).
try(:capital).
try(:weather)
end
This is good as it gets right now — better than the version with “unless nil?
” all over the place, at least. Can we do any better?
Well, monkey patching has its place, but monkey patching every single object in the system isn’t great. It’s kind of a code smell, so let’s not do it.
When we want to add a method to an object, the good object-oriented programming solution is to use decoration, where we non-invasively add functionality to one object by wrapping it up inside another object.
Let’s make a decorator class, Optional
, whose instances have a single attribute called value
:
Optional = Struct.new(:value)
Instances of this class just wrap up another value. We can wrap a value like 'hello'
, then take 'hello'
out again later:
>>optional_string = Optional.new('hello')
=> #<struct Optional value="hello"> >>optional_string.value
=> "hello"
If the value we put in happens to be nil
, we get nil
out later:
>>optional_string = Optional.new(nil)
=> #<struct Optional value=nil> >>optional_string.value
=> nil
So now, instead of putting the #try
method on Object
, let’s put it on Optional
:
class Optional
def try(*args, &block)
if value.nil?
nil
else
value.public_send(*args, &block)
end
end
end
If the value
attribute is nil
, #try
just returns nil
, otherwise it sends the appropriate message to the underlying object.
Now we can call #try
on the decorator and it’ll call the method on the underlying object as long as it’s not nil
:
>>optional_string = Optional.new('hello')
=> #<struct Optional value="hello"> >>length = optional_string.try(:length)
=> 5
If the value inside the Optional
is nil
, #try
will just return nil
:
>>optional_string = Optional.new(nil)
=> #<struct Optional value=nil> >>length = optional_string.try(:length)
=> nil
So instead of calling #try
on the actual project object, and then on the actual person object, and so on…
def weather_for(project)
creator = project.try(:creator)
address = creator.try(:address)
country = address.try(:country)
capital = country.try(:capital)
weather = capital.try(:weather)
end
…we can write the method like this:
def weather_for(project)
optional_project = Optional.new(project)
optional_creator = Optional.new(optional_project.try(:creator))
optional_address = Optional.new(optional_creator.try(:address))
optional_country = Optional.new(optional_address.try(:country))
optional_capital = Optional.new(optional_country.try(:capital))
optional_weather = Optional.new(optional_capital.try(:weather))
weather = optional_weather.value
end
First we decorate project
with an Optional
object, and call #try
on that. Then we decorate the result, which might be nil
, and call #try
again. Then we decorate the next result, and call #try
on that, and so on. At the end, we pull out the value and return it.
It’s unwieldy, but hey, at least we’re not monkey patching every object in the system.
There’s another code smell here: #try
does too much. We actually just wanted to refactor away the nil
check, but #try
also sends the value a message. What if we want to use the value in some other way when it’s not nil
? Our #try
method is overspecialised; it has too much responsibility.
Instead of hard-coding the else
clause inside #try
, let’s allow its caller to supply a block that controls what happens next:
class Optional
def try(&block)
if value.nil?
nil
else
block.call(value)
end
end
end
Now we can pass a block to #try
, and do whatever we want with the underlying value: send it a message, or use it as an argument in a method call, or print it out, or whatever. (This ability to supply a block is actually a little-used feature of Active Support’s #try
too.)
So now, instead of calling #try
with a message name, and having to remember that it’s going to send that message to the underlying object, we call it with a block, and in the block we send the message ourselves and decorate the result in an Optional
:
def weather_for(project)
optional_project = Optional.new(project)
optional_creator = optional_project.try { |project| Optional.new(project.creator) }
optional_address = optional_creator.try { |creator| Optional.new(creator.address) }
optional_country = optional_address.try { |address| Optional.new(address.country) }
optional_capital = optional_country.try { |country| Optional.new(country.capital) }
optional_weather = optional_capital.try { |capital| Optional.new(capital.weather) }
weather = optional_weather.value
end
And we’re now able to do whatever we want with the value, like print it out in a log message.
That works fine when there aren’t any nil
s, but unfortunately we’ve broken it when nil
s are involved, because we’re returning nil
when the block doesn’t run:
>>weather_for(project)
=> "sunny" >>weather_for(bad_project)
NoMethodError: undefined method `capital' for nil:NilClass
That’s easy to fix. Instead of returning a raw nil
, we’ll decorate it with an Optional
first:
class Optional
def try(&block)
if value.nil?
Optional.new(nil)
else
block.call(value)
end
end
end
And now it works in both cases:
>>weather_for(project)
=> "sunny" >>weather_for(bad_project)
=> nil
But there’s a new code smell: I don’t think #try
is a great name any more, because we’ve changed it to do something more general than, or at least something different from, the main use case of its Active Support namesake.
Let‘s rename it to #and_then
:
class Optional
def and_then(&block)
if value.nil?
Optional.new(nil)
else
block.call(value)
end
end
end
Because it really just says, “start with this decorated value, and then do some arbitrary thing with it, as long as it’s not nil
”.
Here’s the new version of #weather_for
, which calls #and_then
instead of #try
:
def weather_for(project)
optional_project = Optional.new(project)
optional_creator = optional_project.and_then { |project| Optional.new(project.creator) }
optional_address = optional_creator.and_then { |creator| Optional.new(creator.address) }
optional_country = optional_address.and_then { |address| Optional.new(address.country) }
optional_capital = optional_country.and_then { |country| Optional.new(country.capital) }
optional_weather = optional_capital.and_then { |capital| Optional.new(capital.weather) }
weather = optional_weather.value
end
And because we’re just chaining #and_then
calls, we can get rid of the local variables again:
def weather_for(project)
Optional.new(project).
and_then { |project| Optional.new(project.creator) }.
and_then { |creator| Optional.new(creator.address) }.
and_then { |address| Optional.new(address.country) }.
and_then { |country| Optional.new(country.capital) }.
and_then { |capital| Optional.new(capital.weather) }.
value
end
This is verbose but nice: we decorate the (possibly nil
) project in an Optional
object, then safely traverse all the associations, then pull the (possibly nil
) value out again at the end.
Phew, okay. How’s our refactoring going?
Well, we might not be monkey patching anything, and it’s conceptually clean, but there’s a huge final smell: nobody wants to write code like this! In theory it might be better than Active Support’s #try
method, but in practice it’s worse.
But we can add some syntactic sugar to fix that. Here’s a definition of #method_missing
for Optional
:
class Optional
def method_missing(*args, &block)
and_then do |value|
Optional.new(value.public_send(*args, &block))
end
end
end
It uses #and_then
to delegate any message to the underlying value whenever it’s not nil
. Now we can replace all of the “and_then … Optional.new
” stuff with just normal message sends, and let #method_missing
take care of the details:
def weather_for(project)
Optional.new(project).
creator.address.country.capital.weather.
value
end
This is actually really good! You can see very clearly that we wrap up the possibly-nil
project into an Optional
, then safely perform our chain of method calls, then pull the possibly-nil
weather out of an Optional
at the end.
To recap, here’s the full definition of Optional
:
Optional = Struct.new(:value) do
def and_then(&block)
if value.nil?
Optional.new(nil)
else
block.call(value)
end
end
def method_missing(*args, &block)
and_then do |value|
Optional.new(value.public_send(*args, &block))
end
end
end
We designed an object which stores a value that might be nil
, and a method called #and_then
which encapsulates the nil
-check logic. We added some sugar on top by writing #method_missing
. (If this was production code, we should remember to implement #respond_to?
as well.)
I’d like to very briefly point out that we only need to do the decorating and undecorating for compatibility with the rest of the system. If the rest of the system passed in an Optional
and expected us to return one, we wouldn’t even need to do that:
def weather_for(project)
project.creator.address.
country.capital.weather
end
And then we wouldn’t have to remember to check for nil
at all! We could write the method the way we did in the first place and it would just work. Imagine that.
Multiple results
Alright, that refactoring was very detailed. We’re going to do two more, but we’ll skip the detail to keep things manageable. Let’s refactor some code that has to handle multiple results.
Imagine we have a content management application with different kinds of models:
Blog = Struct.new(:categories)
Category = Struct.new(:posts)
Post = Struct.new(:comments)
There are several Blog
s; each Blog
has many Category
s; each Category
has many Post
s; and each Post
has many comments, which, for the sake of simplicity, are just strings.
Let’s say that we want to fetch all the words from all the comments within certain blogs (for some reason). That involves traversing all these associations.
Here’s a method that does that:
def words_in(blogs)
blogs.flat_map { |blog|
blog.categories.flat_map { |category|
category.posts.flat_map { |post|
post.comments.flat_map { |comment|
comment.split(/\s+/)
}
}
}
}
end
At each level we map over a collection and traverse the association for each object inside it. When we reach each comment, we split it on whitespace to get its words. We have to use #flat_map
because we want a flattened array of words instead of a nested one.
If we make a couple of blogs, which each have a couple of categories, which contain some posts, which have some comments, which contain some words…
blogs = [
Blog.new([
Category.new([
Post.new(['I love cats', 'I love dogs']),
Post.new(['I love mice', 'I love pigs'])
]),
Category.new([
Post.new(['I hate cats', 'I hate dogs']),
Post.new(['I hate mice', 'I hate pigs'])
])
]),
Blog.new([
Category.new([
Post.new(['Red is better than blue'])
]),
Category.new([
Post.new(['Blue is better than red'])
])
])
]
…then #words_in
can extract all of the words:
>> words_in(blogs)
=> ["I", "love", "cats", "I", "love", "dogs", "I",
"love", "mice", "I", "love", "pigs", "I",
"hate", "cats", "I", "hate", "dogs", "I",
"hate", "mice", "I", "hate", "pigs", "Red",
"is", "better", "than", "blue", "Blue", "is",
"better", "than", "red"]
But #words_in
has a bit of a pyramid of doom going on, plus it’s hard to distinguish between the code doing actual work and the boilerplate of dealing with multiple values.
We can clean it up by introducing a class, Many
, whose instances decorate a collection of values:
Many = Struct.new(:values) do
def and_then(&block)
Many.new(values.map(&block).flat_map(&:values))
end
end
Like Optional
, Many
has an #and_then
method that takes a block, but this time it calls the block for every value in the collection and flattens the results together.
Now we can replace all of #words_in
’s calls to #flat_map
with instances of Many
and calls to #and_then
:
def words_in(blogs)
Many.new(blogs).and_then do |blog|
Many.new(blog.categories).and_then do |category|
Many.new(category.posts).and_then do |post|
Many.new(post.comments).and_then do |comment|
Many.new(comment.split(/\s+/))
end
end
end
end.values
end
Now we can flatten the pyramid…
def words_in(blogs)
Many.new(blogs).and_then do |blog|
Many.new(blog.categories)
end.and_then do |category|
Many.new(category.posts)
end.and_then do |post|
Many.new(post.comments)
end.and_then do |comment|
Many.new(comment.split(/\s+/))
end.values
end
…and reformat the code a little to get this:
def words_in(blogs)
Many.new(blogs).
and_then { |blog | Many.new(blog.categories) }.
and_then { |category| Many.new(category.posts) }.
and_then { |post | Many.new(post.comments) }.
and_then { |comment | Many.new(comment.split(/\s+/)) }.
values
end
Again, this is pretty clear, but we can add some syntactic sugar by defining #method_missing
:
class Many
def method_missing(*args, &block)
and_then do |value|
Many.new(value.public_send(*args, &block))
end
end
end
This is exactly the same as the Optional#method_missing
, except it calls Many.new
instead of Optional.new
.
Now we can replace all of the “and_then … Many.new
” calls with simple message sends:
def words_in(blogs)
Many.new(blogs).
categories.posts.comments.split(/\s+/).
values
end
This is very nice! We put the blog posts into a Many
object, traverse all the associations, then take the values out at the end.
And again, if the rest of the system could deal with instances of Many
, we could just expect one and return one:
def words_in(blogs)
blogs.categories.posts.comments.split(/\s+/)
end
To recap, here’s the class we just made:
Many = Struct.new(:values) do
def and_then(&block)
Many.new(values.map(&block).flat_map(&:values))
end
def method_missing(*args, &block)
and_then do |value|
Many.new(value.public_send(*args, &block))
end
end
end
Asynchronous code
For our third quick refactoring, we’re going to tackle writing asynchronous code.
I’ve often wondered who the most influential Rubyist is. Let’s find out once and for all, by using the GitHub API to find the person who’s made the most commits on the most popular Ruby project.
When you make an HTTP GET request to the GitHub API root, you get back some JSON that looks more or less like this:
GET https://api.github.com/
{ "current_user_url": "https://api.github.com/user", "authorizations_url": "https://api.github.com/authorizations", "emails_url": "https://api.github.com/user/emails", "emojis_url": "https://api.github.com/emojis", "events_url": "https://api.github.com/events", "feeds_url": "https://api.github.com/feeds", "following_url": "https://api.github.com/user/following{/target}", "gists_url": "https://api.github.com/gists{/gist_id}", "hub_url": "https://api.github.com/hub", "issues_url": "https://api.github.com/issues", "keys_url": "https://api.github.com/user/keys", "notifications_url": "https://api.github.com/notifications", "organization_url": "https://api.github.com/orgs/{org}", "public_gists_url": "https://api.github.com/gists/public", "rate_limit_url": "https://api.github.com/rate_limit", "repository_url": "https://api.github.com/repos/{owner}/{repo}", "starred_url": "https://api.github.com/user/starred{/owner}{/repo}", "starred_gists_url": "https://api.github.com/gists/starred", "team_url": "https://api.github.com/teams", "user_url": "https://api.github.com/users/{user}" }
Among other things, this gives us a URI template for finding out information about any organisation. Now we know what URL to use to get info about the Ruby organisation:
GET https://api.github.com/orgs/ruby
When we make a request to this URL, we get some JSON that contains a URL we can use to get a list of all the Ruby organisation’s repositories. So we fetch the list of repositories, which includes information about how many watchers each one has:
GET https://api.github.com/orgs/ruby/repos
From that we can see which repo has the most watchers (the main Ruby repo) and the URL for that repo’s representation in the API:
GET https://api.github.com/repos/ruby/ruby
When we fetch that repository’s information, we get another URL that tells us where to get its list of contributors:
GET https://api.github.com/repos/ruby/ruby/contributors
So then we can load the list of contributors to the main Ruby repo, which includes information about how many commits each contributor has made. We pick the one with the most commits, a user called “nobu”, and finally fetch information about “nobu” from the URL in the contributor list:
GET https://api.github.com/users/nobu
{ "login": "nobu", … "name": "Nobuyoshi Nakada", … }
It turns out that Nobuyoshi Nakada has made the most commits on the most popular Ruby project. Thanks Nobuyoshi!
Okay, that was exhausting, so let’s write some code to do it for us.
Assume we already have this #get_json
method:
def get_json(url, &success)
Thread.new do
uri = URI.parse(url)
json = Net::HTTP.get(uri)
value = JSON.parse(json)
success.call(value)
end
end
#get_json
asynchronously makes an HTTP GET request, parses the JSON response into a Ruby hash or array, then calls a callback with the data. (Alternatively, you can imagine the single-threaded non-blocking EventMachine equivalent if you like.)
To do what we just did, we have to:
- get the URI templates from the GitHub API root;
- fill in the template with the name of the Ruby organisation;
- get the organisation data;
- find the URL for the list of its repositories;
- get the list of its repositories;
- find the URL of the repository with the most watchers;
- get the information on that repository;
- find the URL for the list of its contributors;
- get the list of its contributors;
- find the URL of the contributor with the most commits;
- get the information on that user; and finally
- print out their real name and username.
Here’s the code:
require 'uri_template'
get_json('https://api.github.com/') do |urls|
org_url_template = URITemplate.new(urls['organization_url'])
org_url = org_url_template.expand(org: 'ruby')
get_json(org_url) do |org|
repos_url = org['repos_url']
get_json(repos_url) do |repos|
most_popular_repo = repos.max_by { |repo| repo['watchers_count'] }
repo_url = most_popular_repo['url']
get_json(repo_url) do |repo|
contributors_url = repo['contributors_url']
get_json(contributors_url) do |users|
most_prolific_user = users.max_by { |user| user['contributions'] }
user_url = most_prolific_user['url']
get_json(user_url) do |user|
puts "The most influential Rubyist is #{user['name']} (#{user['login']})"
end
end
end
end
end
end
This works, but it’s drifting right again. It’s hard to understand and maintain deeply nested code like this, but we can’t flatten it because of the nested callbacks.
Very briefly, the solution is to make an Eventually
class that decorates a block:
Eventually = Struct.new(:block) do
def initialize(&block)
super(block)
end
def run(&success)
block.call(success)
end
end
The idea is that the block computes a value that might take a while to produce. Eventually#run
runs the block with a callback for it to call when the value becomes available.
The gory details aren’t important, but here’s an #and_then
method that we can use to add extra asynchronous processing to the value produced by an Eventually
:
class Eventually
def and_then(&block)
Eventually.new do |success|
run do |value|
block.call(value).run(&success)
end
end
end
end
This is more complicated than the other implementations of #and_then
we’ve seen, but it achieves the same thing. (The difficult part is getting the callbacks wired up correctly.)
Now we can rewrite our code by putting each asynchronous #get_json
call inside a block that we decorate with an Eventually
object:
Eventually.new { |s| get_json('https://api.github.com/', &s) }.and_then do |urls|
org_url_template = URITemplate.new(urls['organization_url'])
org_url = org_url_template.expand(org: 'ruby')
Eventually.new { |s| get_json(org_url, &s) }.and_then do |org|
repos_url = org['repos_url']
Eventually.new { |s| get_json(repos_url, &s) }.and_then do |repos|
most_popular_repo = repos.max_by { |repo| repo['watchers_count'] }
repo_url = most_popular_repo['url']
Eventually.new { |s| get_json(repo_url, &s) }.and_then do |repo|
contributors_url = repo['contributors_url']
Eventually.new { |s| get_json(contributors_url, &s) }.and_then do |users|
most_prolific_user = users.max_by { |user| user['contributions'] }
user_url = most_prolific_user['url']
Eventually.new { |s| get_json(user_url, &s) }
end
end
end
end
end.run do |user|
puts "The most influential Rubyist is #{user['name']} (#{user['login']})"
end
We connect all the Eventually
s with #and_then
, then #run
them. This isn’t super readable either, but now we can pull out each logical part into its own method. The code that gets all the URL templates from GitHub can go into a method called #get_github_api_urls
:
def get_github_api_urls
github_root_url = 'https://api.github.com/'
Eventually.new { |success| get_json(github_root_url, &success) }
end
This returns an Eventually
which decorates a block that’ll eventually call its callback with the result of fetching and parsing the JSON.
So we can replace the line at the top of our code with “get_github_api_urls.and_then
”:
get_github_api_urls.and_then do |urls|
org_url_template = URITemplate.new(urls['organization_url'])
org_url = org_url_template.expand(org: 'ruby')
Eventually.new { |s| get_json(org_url, &s) }.and_then do |org|
repos_url = org['repos_url']
Eventually.new { |s| get_json(repos_url, &s) }.and_then do |repos|
most_popular_repo = repos.max_by { |repo| repo['watchers_count'] }
repo_url = most_popular_repo['url']
Eventually.new { |s| get_json(repo_url, &s) }.and_then do |repo|
contributors_url = repo['contributors_url']
Eventually.new { |s| get_json(contributors_url, &s) }.and_then do |users|
most_prolific_user = users.max_by { |user| user['contributions'] }
user_url = most_prolific_user['url']
Eventually.new { |s| get_json(user_url, &s) }
end
end
end
end
end.run do |user|
puts "The most influential Rubyist is #{user['name']} (#{user['login']})"
end
This next bit of code that fetches the data for the Ruby organisation can go into a method called #get_org
:
def get_org(urls, name)
org_url_template = URITemplate.new(urls['organization_url'])
org_url = org_url_template.expand(org: name)
Eventually.new { |success| get_json(org_url, &success) }
end
This returns an Eventually
object too.
So we can replace the next bit of code with a call to #get_org
:
get_github_api_urls.and_then do |urls|
get_org(urls, 'ruby').and_then do |org|
repos_url = org['repos_url']
Eventually.new { |s| get_json(repos_url, &s) }.and_then do |repos|
most_popular_repo = repos.max_by { |repo| repo['watchers_count'] }
repo_url = most_popular_repo['url']
Eventually.new { |s| get_json(repo_url, &s) }.and_then do |repo|
contributors_url = repo['contributors_url']
Eventually.new { |s| get_json(contributors_url, &s) }.and_then do |users|
most_prolific_user = users.max_by { |user| user['contributions'] }
user_url = most_prolific_user['url']
Eventually.new { |s| get_json(user_url, &s) }
end
end
end
end
end.run do |user|
puts "The most influential Rubyist is #{user['name']} (#{user['login']})"
end
The code that gets all of the Ruby organisation’s repositories can go into a #get_repos
method:
def get_repos(org)
repos_url = org['repos_url']
Eventually.new { |success| get_json(repos_url, &success) }
end
And then we can call it:
get_github_api_urls.and_then do |urls|
get_org(urls, 'ruby').and_then do |org|
get_repos(org).and_then do |repos|
most_popular_repo = repos.max_by { |repo| repo['watchers_count'] }
repo_url = most_popular_repo['url']
Eventually.new { |s| get_json(repo_url, &s) }.and_then do |repo|
contributors_url = repo['contributors_url']
Eventually.new { |s| get_json(contributors_url, &s) }.and_then do |users|
most_prolific_user = users.max_by { |user| user['contributions'] }
user_url = most_prolific_user['url']
Eventually.new { |s| get_json(user_url, &s) }
end
end
end
end
end.run do |user|
puts "The most influential Rubyist is #{user['name']} (#{user['login']})"
end
And so on for the rest of it:
get_github_api_urls.and_then do |urls|
get_org(urls, 'ruby').and_then do |org|
get_repos(org).and_then do |repos|
get_most_popular_repo(repos).and_then do |repo|
get_contributors(repo).and_then do |users|
get_most_prolific_user(users)
end
end
end
end
end.run do |user|
puts "The most influential Rubyist is #{user['name']} (#{user['login']})"
end
Now that we’re just creating Eventually
objects at each step, we don’t need to call #and_then
on each one immediately. We can let each object be returned from its enclosing block before we call #and_then
on it.
In other words, we can flatten the nested blocks to get this:
get_github_api_urls.and_then do |urls|
get_org(urls, 'ruby')
end.and_then do |org|
get_repos(org)
end.and_then do |repos|
get_most_popular_repo(repos)
end.and_then do |repo|
get_contributors(repo)
end.and_then do |users|
get_most_prolific_user(users)
end.run do |user|
puts "The most influential Rubyist is #{user['name']} (#{user['login']})"
end
I’ll just reformat that:
get_github_api_urls.
and_then { |urls | get_org(urls, 'ruby') }.
and_then { |org | get_repos(org) }.
and_then { |repos| get_most_popular_repo(repos) }.
and_then { |repo | get_contributors(repo) }.
and_then { |users| get_most_prolific_user(users) }.
run do |user|
puts "The most influential Rubyist is #{user['name']} (#{user['login']})"
end
This is much nicer than what we had before. Each part is nicely encapsulated in its own method, and the parts are connected together in a clean way. This might be a familiar pattern: it’s similar to deferrables, promises and futures, which you may have seen in EventMachine, JavaScript or Clojure.
To recap, here’s the whole Eventually
class:
Eventually = Struct.new(:block) do
def initialize(&block)
super(block)
end
def run(&success)
block.call(success)
end
def and_then(&block)
Eventually.new do |success|
run do |value|
block.call(value).run(&success)
end
end
end
end
Monads
Okay, so what was the point of all that?
You’ve now seen three decorator classes which all have an #and_then
method:
Optional = Struct.new(:value) do
def and_then(&block)
if value.nil?
Optional.new(nil)
else
block.call(value)
end
end
end
Many = Struct.new(:values) do
def and_then(&block)
Many.new(
values.map(&block).flat_map(&:values)
)
end
end
Eventually = Struct.new(:block) do
def and_then(&block)
Eventually.new do |success|
run do |value|
block.call(value).run(&success)
end
end
end
end
In each case, #and_then
takes a block and somehow calls it with information from the decorated object; that object is respectively a value that could be nil
, or a collection of multiple values, or a value that arrives asynchronously.
All three of these things — Optional
, Many
and Eventually
— are implementations of monads. And I think the most useful way to think of a “monad” is as an abstract data type, like a “stack” or “collection”.
Like any abstract data type, a monad has some standard operations. #and_then
is the operation we’ve already seen; the other operation is a class method called .from_value
. We haven’t seen it yet, but it’s very simple:
def Optional.from_value(value)
Optional.new(value)
end
def Many.from_value(value)
Many.new([value])
end
def Eventually.from_value(value)
Eventually.new { |success| success.call(value) }
end
.from_value
just takes a value and calls the constructor to make an instance of the monad in the right way. This abstracts away the detail of exactly how to call the constructor with a simple value, which is different for each monad.
In order for a particular kind of value to qualify as a monad, there are some simple rules that those two operations have to follow.
The main rule is that #and_then
must call a block with a value zero or more times at some point. This is a much weaker guarantee than we get from #each
— it doesn’t say whether the block will be called at all, or how many times, or when.
The second rule is that the #and_then
method must return an instance of the same monad; this is what makes #and_then
chainable. The #and_then
implementation in Many
and Eventually
already explicitly makes an instance of the same monad, while Optional
just trusts the block to do it. (We could enforce it if we wanted to, by raising an exception inside Optional#and_then
unless the block returns an instance of Optional
.)
The final rule is that #and_then
and .from_value
mustn’t mess with the value. This just means that when you construct a monad with .from_value
, you’re guaranteed to get the same value out again with #and_then
. (For Optional
this only applies to non-nil
values, but you should only call Optional.from_value
with objects that aren’t nil
.)
The big benefit of monads is that they give us a common interface which allows us to do one thing: connect together a sequence of operations. The #and_then
method means “do the next thing”, but the way it “does the next thing” depends on which monad you use:
Optional#and_then
does the next thing only if the value isn’tnil
;Many#and_then
does the next thing many times, once for each value; andEventually#and_then
does the next thing once the value becomes available.
As you might imagine, there are plenty of other monads with different “do the next thing” behaviours.
Like #size
for stacks or #select
for collections, we can define new functionality that sits on top of the common monad interface, and use it when dealing with any monad. For example, we can write a method called #within
:
module Monad
def within(&block)
and_then do |value|
self.class.from_value(block.call(value))
end
end
end
Optional.include(Monad)
Many.include(Monad)
Eventually.include(Monad)
#within
is like sugar on top of #and_then
: instead of expecting the block to return a monad, it expects it to return a single value, then automatically decorates it again with .from_value
, so the block doesn’t have to.
Because #within
hides the implementation-specific business of putting a value back inside the monad, we can use it to write code that works with any monad.
For example, here’s a method that takes some monad containing raw JSON representing a GitHub user, then uses #within
to parse that JSON and assemble a string containing their real name and login, all within whatever the original monad is:
def description_from(containing_json)
containing_json.within do |json|
JSON.parse(json)
end.within do |hash|
"#{hash['name']} (#{hash['login']})"
end
end
If we feed an Optional
JSON string into this method we get back an Optional
description as the result, and we know how to get a value out of that if we need to:
>>optional_json = Optional.new('{ "login": "nobu", "name": "Nobuyoshi Nakada" }')
=> #<struct Optional value="{ \"login\": \"nobu\", \"name\": \"Nobuyoshi Nakada\" }"> >>optional_description = description_from(optional_json)
=> #<struct Optional value="Nobuyoshi Nakada (nobu)"> >>optional_description.value
=> "Nobuyoshi Nakada (nobu)"
If we pass in an Optional
containing nil
it doesn’t blow up, because the Optional
monad won’t let #description_from
even try to parse the JSON — it just immediately returns nil
:
>>optional_json = Optional.new(nil)
=> #<struct Optional value=nil> >>optional_description = description_from(optional_json)
=> #<struct Optional value=nil> >>optional_description.value
=> nil
If we make a Many
object containing multiple raw JSON strings, #description_from
will return Many
descriptions, and we can extract the actual strings ourselves if we want to:
>>many_jsons = Many.new([ '{ "login": "nobu", "name": "Nobuyoshi Nakada" }', '{ "login": "matz", "name": "Yukihiro Matsumoto" }' ])
=> #<struct Many values=[ "{ \"login\": \"nobu\", \"name\": \"Nobuyoshi Nakada\" }", "{ \"login\": \"matz\", \"name\": \"Yukihiro Matsumoto\" }" ]> >>many_descriptions = description_from(many_jsons)
=> #<struct Many values=[ "Nobuyoshi Nakada (nobu)", "Yukihiro Matsumoto (matz)" ]> >>many_descriptions.values
=> ["Nobuyoshi Nakada (nobu)", "Yukihiro Matsumoto (matz)"]
And finally, if we make an object that will Eventually
return some JSON by asynchronously fetching it from GitHub, #description_from
returns an eventual description. We have to run it with a callback to (eventually) get the value out:
>>eventually_json = Eventually.new do |success| Thread.new do uri = URI.parse('https://api.github.com/users/nobu') json = Net::HTTP.get(uri) success.call(json) end end
=> #<struct Eventually block=#<Proc>> >>eventually_description = description_from(eventually_json)
=> #<struct Eventually block=#<Proc>> >>eventually_description.run { |description| puts description }
=> #<Thread run> Nobuyoshi Nakada (nobu)
Conclusion
It’s extremely useful to be able to write one method like this and have it work with any monad. That’s possible because of the common interface provided by #and_then
and .from_value
and the operations we can build on top of them.
Like stacks and collections, monads are abstract concepts, but abstract in a good way! The abstractions give us power. As programmers, we should understand them. We shouldn’t talk about monads in hushed tones. They’re simple and useful.
Now, to be clear, I’m not saying you should immediately refactor all your Rails applications to use monads; I’m just using Ruby as a tool to explain an interesting idea about programming, not giving you a best practice for all your Ruby code. However, it’s good to know about techniques like this! And in some cases, by applying the power of monads wisely, we can untangle nested callbacks, make parts of our code more reusable, and generally make our programs better.
If you want to play with the monad implementations from this article, I’ve put them on GitHub at tomstuart/monads. I’ve also packaged them up as a gem for some reason.
That’s all I wanted to say. Thanks very much for reading!