Sunday, October 27, 2013

Travel Itinerary Algorithm in Ruby

I've found a great new site for interesting and challenging programming exercises called TalentBuddy. Today I completed a fairly straight forward algorithm to reconstruct a travel itinerary from a pair of parallel arrays containing all the history departures and destinations. One of the neat things about TalentBuddy is that they expose your work to fairly large data sets (around 10,000 elements) and have a two second timeout, so implementations must be efficient.

My implementation begins by mapping the parallel arrays to a hash of destinations and departures. Then we calculate the first departure by getting the intersection of the two original arrays. Then a loop begins iterating through all destinations, retracing the history. This is made easy by the fact that no destination is visited twice. Finally, we have to handle the final case where the loop terminates when no additional destinations are found, printing the final destination. As always, full source is on GitHub

class PlaneTickets
  def get_journey(departure_ids, destination_ids)
    destination_for = map_departures_to_destinations(departure_ids, destination_ids)

    next_departure = (departure_ids - destination_ids).first

    while next_departure
      puts next_departure

      last_departure = next_departure
      next_departure = destination_for[next_departure]
    end

    puts destination_for[last_departure]
  end
end

Saturday, October 5, 2013

Product Pricing Kata in Ruby

Continuing along with Dave Thomas's kata series, I'd like to share my implementation of the Product Pricing kata where we're asked to implement a checkout system that accepts rules for different pricing strategies. This immediately reminded me of my FizzBuzz implementation. In the end it was actually a fairly straight forward implementation of the Strategy pattern. The more challenging part of the exercise was extracting the actual pricing rules from the supplied test suite; a user story is often easier to read than a test of very specific behavior.

In the end, I was pleased with the rule set I implemented. For the full solution, please visit GitHub.

def rules
    [
        QuantityDiscountRule.new(sku: "A", quantity: 3, price: 30),
        QuantityDiscountRule.new(sku: "B", quantity: 2, price: 15),
        RegularPriceRule.new({
                                 "A" => 50,
                                 "B" => 30,
                                 "C" => 20,
                                 "D" => 15
                             })
    ]
end

Sunday, September 15, 2013

Data Munging Kata in Ruby

Back in 2007, Dave Thomas posted a series of katas that continue to have an enduring appeal. The katas ranged from algorithm implementations to thinking exercises. This Data Munging kata had a particularly real world flare by focusing on data munging and algorithm reuse.

In short, the kata asks you to parse two data files and determine the minimum variance between two fields in each data set. The idea is to implement a solution for the first data set without reuse in mind. Next, implement a solution for the second data set and extract out the common, minimum variance algorithm between the two solutions. Nice!

I was pleased with my solution of passing in a data structure to my SpreadCalc class as well as the min_method and max_method the class could use to query the data structure to determine variance. This design would allow the class to be used on any data set that could respond to a method call and allow for the extension into all sorts of calculations related to minimums and maximums in a dataset.

class SpreadCalc
  def initialize(spread_data: spread_data, max_method: max_method, min_method: min_method)
    @spread_data = spread_data
    @max_method = max_method
    @min_method = min_method
  end

  def minimum
    min_index = 0
    min_spread = calc_spread(spread_data[min_index])

    spread_data.each_with_index do |data, i|
      spread = calc_spread(data)
      if spread < min_spread
        min_index = i
        min_spread = spread
      end
    end

    spread_data[min_index]
  end
end

I was also able to extract out a common algorithm for parsing the data files even though they were in slightly different formats. Although not intentional, I was in the mindset of extracting common functionality and the duplication was quickly obvious. I suppose that's the point of the kata! You can find the full source for my implementation on Github.

Monday, September 2, 2013

FizzBuzz in Ruby

FizzBuzz is a common and simple exercise in implementing the Strategy pattern. A brief synopsis of the Kata is as follows:

Print the numbers one through 100.
If the number is divisible by 3, print FIZZ.
If the number is divisible by 5, print BUZZ.
If the number is divisible by both, print FIZZBUZZ.
Using Ruby, the algorithm for this is quite straight forward using conditionals:
(1..100).each do |i|
  if i%3==0 and i%5==0
    puts "FIZZBUZZ"
  elsif i%3==0
    puts "FIZZ"
  elsif i%5==0
    puts "BUZZ"
  else
    puts i
  end
end

The kata only becomes interesting when you add an additional requirement; don't use conditionals. And of course, test drive your implementation. You can see my implementation on GitHub. I implemented two classes for processing a digit: Fizz and Buzz. These processors responded to process and processable? and were injected into a FizzBuzzRunner class along with the range. Additionally a default processor PassThrough was injected to the runner, which would be applied if no other processor was applicable and shared the same interface as the other processors.

The runner would query applicable_processors, asking each if the digit was processable?. If no processor was applicable, it would use the default, PassThrough. After collecting the applicable_processors, the results_from each processor were collected into an array. This allowed my final algorithm algorithm to read like well written prose.

class FizzBuzzRunner

  def initialize(range: range, processors: processors, default_processor: default_processor)
    @range = range
    @processors = processors
    @default_processor = default_processor
  end

  def as_string
    as_array.join(" ")
  end

  def as_array
    range.collect { |i| results_from(applicable_processors(i), i) }
  end
end

Wednesday, August 7, 2013

Buy One Get One Promotion with Spree

Implementing a "Buy One, Get One Free" promotion in Spree requires implementation of a custom promotion action and appropriate use of existing promotion rules. This article implements the promotion by automatically adding and removing immutable "get one" line items whose price is zero and whose quantity always mirrors its paid "buy one" counterpart. Although written and tested with Spree's 1-3-stable branch, the core logic of this tutorial will work with any version of Spree.

Promotion Eligibility

Begin by creating a new promotion using a meaningful name. Set the "event name" field to be "Order contents changed" so the promotion's actions are updated as the order is updated. Save this new promotion, so we can then configure Rules and Actions. In the Rules section, select the "Product(s)" rule and click Add. Now choose the products you'd like to be eligible for your promotion. If you'd like to include broader sets such as entire taxonomies (and have implemented the custom promotion rules to do so), feel free to use them. When we implement the promotion action, you'll be able to make things work.

You should now have a product rule that selects some subset of products eligible for your promotion.

Adding a Custom Promotion Action

We'll now add a custom promotion action that will do the work of creating the free line items for each eligible paid line item. Again, this implementation is specifically for the 1-3-stable branch, but the public interface for promotion actions has (amazingly) remained stable, and is supported from 0-7-0-stable all the way through 2-0-stable.

First, we begin by doing the basic wiring for creating a new promotion action. As the guide instructs, create a new promotion class in a file.

1
2
3
4
5
6
# app/models/spree/promotion/buy_one_get_one.rb
class BuyOneGetOne < Spree::PromotionAction
  def perform(options={})
    # TODO
  end
end

Then register this new class with Spree using an initializer.

1
2
3
# config/initializers/spree.rb
 
Rails.application.config.spree.promotions.actions << BuyOneGetOne

Then update your locales to provide translations for the promotion action's name and description.

1
2
3
4
5
6
7
8
# config/locales/en.yml
 
en:
  spree:
    promotion_action_types:
      buy_one_get_one:
        name: Buy One Get One
        description: Adds free line items of matching quantity of eligible paid line items.

And although the guide doesn't instruct you to, it seems required that you add an empty partial to be rendered in the Spree admin when you select the rule.

1
2
3
4
# app/views/spree/admin/promotions/actions/_buy_one_get_one.html.erb
 
# Empty File. Spree automatically renders the name and description you provide,
# but you could expand here if you'd like.

Pre-flight check

Before moving any farther, it's best to make sure the new promotion action has been wired up correctly. Restart your development server so the initializer registers your new promotion action and refresh your browser. You should now see a "Buy One Get One" promotion action.

Buy One Get One Logic

Now that we've got the promotion action wired, we're ready to implement the logic needed to create the new line items. Begin by collecting the order from the options.

1
2
3
4
5
6
# app/models/spree/promotion/buy_one_get_one.rb
class BuyOneGetOne < Spree::PromotionAction
  def perform(options={})
    return unless order = options[:order]
  end
end

Next we need to determine which line items in the order are eligible for a corresponding free line item. Because line items are for variants of products, we must collect the variant ids from the product rule we setup. If you've used something other the default Spree "Product(s)" rule, just make sure you end up with equivalent output.

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
# app/models/spree/promotion/buy_one_get_one.rb
class BuyOneGetOne < Spree::PromotionAction
  def perform(options={})
    return unless order = options[:order]
 
    eligible_variant_ids = get_eligible_variant_ids_from_promo_rule
    return unless eligible_variant_ids.present?
  end
 
  def get_eligible_variant_ids_from_promo_rule
    product_rule = promotion.promotion_rules.detect do |rule|
      # If not using the Product rule, update this line
      rule.is_a? Spree::Promotion::Rules::Product
    end
    return unless product_rule.present?
 
    eligible_products = product_rule.products
    return unless eligible_products.present?
 
    eligible_products.collect { |p| p.variant_ids }.flatten.uniq
  end
end

Now that we've got the eligible variant ids from the promotion's rule, we'll identify the line items which have those variants.

1
2
3
4
5
6
7
8
9
10
11
12
13
14
# app/models/spree/promotion/buy_one_get_one.rb
class BuyOneGetOne < Spree::PromotionAction
  def perform(options={})
    return unless order = options[:order]
 
    eligible_variant_ids = get_eligible_variant_ids_from_promo_rule
    return unless eligible_variant_ids.present?
 
    order.line_items.where(variant_id: eligible_variant_ids).each do |li|
      #TODO
    end
  end
  ....
end

We're now ready to process eligible line items. There are several cases we'll need to implement to have a working promotion:

  • When we find an eligible, paid line item:

    • If an existing corresponding free line item exists, update quantity to match the paid line item.

    • Else, create corresponding free line item with appropriate quantity.

  • When we find a Buy One Get One promotion line item:

    • If the corresponding paid line item still exists, do nothing.

    • Else, destroy the free line item.

These cases handle the creation, updating, and removal of promotional line items. Let's translate these cases into a skeleton of code which can then be implemented incrementally.

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
# app/models/spree/promotion/buy_one_get_one.rb
class BuyOneGetOne < Spree::PromotionAction
  def perform(options={})
    return unless order = options[:order]
 
    eligible_variant_ids = get_eligible_variant_ids_from_promo_rule
    return unless eligible_variant_ids.present?
 
    order.line_items.where(variant_id: eligible_variant_ids).each do |li|
      if li.price != 0
        # It's an eligible variant and it's price is not zero, so we
        # found a "buy one" line item.
 
 
        matching_get_one_line_item = find_matching_get_one_line_item(li)
 
        # Create or update matching promo line item.
        if matching_get_one_line_item
          matching_get_one_line_item.update_attribute(:quantity, li.quantity)
        else
          create_matching_get_one_line_item(li)
        end
 
      else
        # It's an eligible variant and it's price is zero, so we
        # found a "get one" line item.
 
        # Verify "buy one" line item still exists, else destroy
        # the "get one" line item
        li.destroy unless find_matching_buy_one_line_item(li)
    end
  end
 
  def find_matching_buy_one_line_item(li)
  end
  def create_matching_get_one_line_item(li)
  end
  def find_matching_get_one_line_item(li)
  end
  ....
end

This well named and commented code reads nicely and clearly covers the create, update, and destroy cases we need to be concerned with. Now let's implement the helper methods.

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  ....
  def find_matching_buy_one_line_item(get_one_line_item)
    get_one_line_item.order.line_items.detect do |li|
      li.variant_id == get_one_line_item.variant_id and li.price != 0
    end
  end
 
  def create_matching_get_one_line_item(buy_one_line_item)
    # You may need to update this with other custom attributes you've added.
    new_line_item = buy_one_line_item.order.line_items.build
    new_line_item.variant = buy_one_line_item.variant
    new_line_item.currency = buy_one_line_item.currency
    new_line_item.price = 0
    new_line_item.quantity = buy_one_line_item.quantity
    new_line_item.save
  end
 
  def find_matching_get_one_line_item(buy_one_line_item)
    buy_one_line_item.order.line_items.detect do |li|
      li.variant_id == buy_one_line_item.variant_id and li.price != 0
    end
  end
  ....
end

We've now completed most of the implementation for the promotion action. Every time the order is updated, all line items are scanned for eligibility and the appropriate create/update/destroy actions are taken. This however, isn't the end of our implementation. Unlike other items in our cart, we need to prevent users from changing the quantity of "get one" line items or removing them from the cart. We also need some way of indicating that these zero price line items are complements of the Buy One Get One promotion.

Locked Line Items with Additional Text

While the concept of locked or immutable line items might rightly deserve its own, separate Spree plugin, we'll roll a quick one here to complete the implementation of our promotion. We'll need to add a few attributes to the spree_line_items database table, and tweak our implementation of create_matching_get_one_line_item.

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
# db/migration/add_immutable_and_additional_text_to_spree_line_items.rb
class AddImmutableAndAdditionalTextToSpreeLineItems < ActiveRecord::Migration
  def change
    add_column :spree_line_items, :immutable, :boolean
    add_column :spree_line_items, :additional_text, :string
  end
end
 
# app/models/spree/promotion/buy_one_get_one.rb
  def create_matching_get_one_line_item(buy_one_line_item)
    # You may need to update this with other custom attributes you've added.
    new_line_item = buy_one_line_item.order.line_items.build
    new_line_item.variant = buy_one_line_item.variant
    new_line_item.currency = buy_one_line_item.currency
    new_line_item.price = 0
    new_line_item.quantity = buy_one_line_item.quantity
 
    new_line_item.immutable = true
    new_line_item.additional_text = "Buy One Get One"
 
    new_line_item.save
  end

Now that we know which line items aren't meant to be edited by users, we can update our UI to not render the options to remove immutable line items or update their quantity. We can also display the additional text in the line line item when it's available.

Missing from this implementation is a way to secure the immutable line items from manipulation of the immutable line items POSTed parameters. While this might be required in other cases using immutable line items, because our promotion action sets the "get one" line items quantity with every order update, we don't need to worry about this issue in this case.

Test Driving

At this point, you can begin manual testing of your implementation, but of course automated testing is best. Ideally, we would have TDDed this against a failing integration test, but the testing infrastructural setup required to do this is beyond the scope of the article. What's worth sharing though, is the syntax of the assertions I've developed to inspect line items, so that you can implement something similar for your specific needs. Here's a snippet from an integration test to give you a sense of the DSL we've built up.

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
# spec/requests/buy_one_get_one_spec.rb
 
context "add eligible item to cart" do
  before do
    # setup cart
    visit_product_and_add_to_cart eligible_product
    visit "/cart"
  end  
       
  it "should add an identical, immutable, free item" do
    assert_line_item_count(2)
    assert_line_item_present(eligible_product.name, unit_price: undershirt_amount, unit_price: eligible_product.price, immutable: false)
    assert_line_item_present(eligible_product.name + " - (Buy One Get One)", unit_price: 0.00, immutable: true)
    assert_order_total(eligible_product.price)
  end
end

Of course you'd want to test all the cases we've implemented, but what's worth focusing on is the ability to assert specific attributes across many different line items. This is an extremely reusable tool to have in your testing suite. Good luck implementing!

Wednesday, June 26, 2013

Rails transposing day and month after upgrading Ruby 1.8.7

If you're wondering why your month and day are being transposed when saved in your database, you're likely:

  • Using a text field input for dates (likely with some JavaScript date picker)
  • Using American style date formatting (mm/dd/YYYY)
  • Upgrading from Ruby 1.8.7

If you meet these criteria you'll find that American style dates get parsed incorrectly in Ruby 1.9+ because of Ruby 1.9.x's new date parsing strategy. Unbelievably, this change effectively does away with American style date parsing in Ruby 1.9.x and Rails has happily followed suit!

american_date to the rescue!

After trying and failing to restore American style date parsing using timeliness, delocalize, and i18n_alchemy, I found american_date. If you look at the implementation, it is straight forward and restores backwards compatibility by simply adding a line to your Gemfile. Enjoy the return to sanity!

With Ruby 1.8.7 going EOL this month, and Rails 2.3.x and older losing support for even severe security issues, it's time to bust out your upgrade-foo for those old Rails apps. Of course, this is a tried and true topic, with many resources, most notably Railscast #225. Good luck with your upgrades!

Monday, June 17, 2013

Spree's New Release Policy

Spree has recently updated its documentation regarding contributions and has included (maybe for the first time?) an official Release Policy. This is an important step forward for the Spree community so that developers can communicate to clients the potential costs and benefits when upgrading Spree, understand how well Spree supports older releases, and gauge the overall speed of the "upgrade treadmill".

Deprecation Warnings

Deprecation warnings are to be added in patch releases (i.e. 2.0.2) and the code being deprecated will only be removed in minor versions. For example, if a deprecation warning is added in 2.0.2, 2.0.3 will still contain the same deprecation warning but in 2.1.0 the deprecation warning and the code will be gone.

Deprecation warnings are very helpful for developers, but without a robust test suite exercising your application, it's easy for deprecation warnings to go unnoticed. A strong test suite coupled with deprecation warnings helps you manage your client's expectations about how upgrades can affect your Spree customizations and extensions.

Master Branch Receives All Patches

Master branch receives all patches, including new features and breaking API changes (with deprecation warnings, if necessary).

No surprises here; the master branch is for developers and should not be used for production. If you think you've encountered a bug in Spree, make sure to create a failing test against master to make sure it hasn't be resolved by any existing patches. Read more about filing an issue for additional details.

Current Stable Release Branch

One branch "back" from master (currently 2-0-stable) receives patches that fix all bugs, and security issues, and modifications for recently added features (for example, split shipments). Breaking API changes should be avoided, but if unavoidable then a deprecation warning MUST be provided before that change takes place.

Continuing Spree's history of very aggressive refactoring, breaking API changes are permitted in the current stable branch. If you're looking for a truly stable release of Spree, you'll need to look back two stable branches behind master.

Two Releases Behind Master

Two branches "back" from master (currently 1-3-stable) receives patches for major and minor issues, and security problems. Absolutely no new features, tweaking or API changes.

In my opinion, this is the only branch that should be considered for use in production. With the API locked down and a greater chance of most bugs worked out while it was the current release branch, the "two-back" stable branch is a safe bet that's going to have the most up-to-date feature set.

Three and Four Releases Behind Master

Three branches back from master (currently 1-2-stable) receives patches for major issues and security problems. The severity of an issue will be determined by the person investigating the issue. Absolutely no features, tweaking or API changes. Four branches and more "back" from master (currently 1-1-stable and lesser) receive patches only for security issues, as people are still using these branches and may not be able to or wish to upgrade to the latest version of Spree.

It's nice to see a fairly strong commitment to accepting security patches, although if we look at this in absolute terms, the 1.1.x release was put into security-patches-only mode after just 13 months. Considering that the 1-1-stable branch is 2,127 commits behind the 1-3-stable branch (!!), it's clear that Spree is now formalizing it's very aggressive release culture.

Managing the Upgrade Treadmill

As stated previously, a strong test suite is the best tool available to be able to determine what upstream updates affect your Spree customizations. Coupled with deprecation warnings, it becomes a fairly straight-forward process for identifying breaking changes, creating estimates for fixes, and communicating these costs to clients. Following the stated guides for customizing Spree is also recommended. When visiting the Spree guides section on customization, you'll first be taken to the sub-section for authentication. Make sure to expand the Customization menu on your left to see additional guidance for customizing internationalization, views, JavaScript, stylesheet and image assets, business logic, and checkout.

Another important suggestion helpfully submitted by my colleague Mike Farmer was to never simply add gem 'spree' to your Gemfile. You should be very conscious about what version of Spree you want to use, and make sure you specify it in your Gemfile.