Bio and Publications

Tuesday, June 29, 2021

Letter to Mom -- What Is This "Computer Programming" Thing?

Happy birthday, mom. Glad to see you're still doing well, avoiding the complications of COVID-19.

You asked what it was I did for a living. Emphasis on the past tense, now that we're both fully retired old people. 

I have to confess that it's not easy describing high-tech work. There's a lot of jargon. Your varied range of careers included many things, one of which was being a school librarian. The world has had libraries and librarians for millennia. The job title is pretty well understood. The world hasn't had electronic computers for very long, making the job of programming them a relative novelty.

Aids to computation include slide rules and other mechanical devices. The idea of a mechanical computer dates from the 1830's. You can read about the first computer programmer, Ada Lovelace, here: https://www.computerhistory.org/babbage/adalovelace/. Proper electronic digital computes didn't arise until the 40's, when you were a child. ENIAC, for example dates from 1945.

While a lot has changed since the ENIAC, there are a few universal truths. I'm going to beat one of those truths like a dead horse because it's both essential and obscured by layers of technology.

This first and most fundamental truth is that a computer -- even something as sophisticated as a laptop with a dozen open browser tabs, zoom, and two different solitaire games -- is really a small device that is patiently waiting for you to type or click; the software works out some response and this is displayed on the screen or burbles out the speakers (or both.)

We can say that a general-purpose computer is "applied" to a specific problem. We shorthand this into creating "Application Software;" the software that applies the computer's hardware to a problem. And we shorthand this into "Apps" or "Applications" that do useful things on a general-purpose device.

The distinction between software (things you download and change) and hardware (the box on your desk) has become pretty common-place. The details of the software are what we need to put under the magnifying glass to look at closely.

To make your computer more useful, clever engineers have worked out a way to interleave activities from a variety of applications, all of which are using your computer concurrently. There's a set of rules to determine which application is in the "foreground"; this is the application software that has access to keyboard, mouse, display, and speakers. When you click on another window, you bring another application to the foreground. Access to the hardware switches and the display updates. It's very slick. They provide a number of visual cues to show you which application's "window" is in the foreground; all the others have different cues to show you they're in the background.

What's important about this foreground/background concept is that each application is -- from one point of view -- free to behave as if it is in total control of the entire computer. In reality, an application emphatically does not have unfettered control over the computing resources; there are a large number of gates and fences forcing applications into an orderly, and disciplined sharing and cooperation.

You taught at a nursery school. You know how important an orderly set of rules is. Applications are no different than unruly three- and four-year olds: they try to grab snacks out of order. They forget how pants work when they try to use the toilet. They need lessons in how to put their coats on to go outside in the winter.

These rules -- the set of policies and procedures that constrain applications -- is collectively called the "Operating System." (Don't ask why, the computer folks borrow terms from other disciplines and imbue them with new meanings. There's rarely a sensible etymology, just conventional usage.) The idea of a "system" of components is essential. There are a lot of layers of engineering in the OS.

The presence of an operating system lets multiple apps cooperate. But, it doesn't change the fundamental truth that originated with Babbage and Lovelace and continued on through Turing and Von Neumann and others and was handed down to me.

The general-purpose computer is applied ("programmed") to a problem; it's set up to respond to inputs by displaying outputs.

So that was boring. What did you do?

Good point. That was boring. But necessary, I think, to bracket the nuanced difference between "computer" as a collection and an individual application. The computer-as-collection includes a lot of software: an OS plus applications. This is distinct from each individual application that's part of the collection. It's all software, but the context shifts from everything the computer is doing to one specific solitaire game.

Above, I mentioned that the OS has layers. In a way it's like a quilt, there's a backing, batting in the middle, and a complex quilt top made from pieces. Most important is the quilting that holds the layers together. 

In a way, it's also like a library. There's the foundational problem of storing and loaning books. But there's a secondary problem of finding the damn things; leading to Dewey or LC codes for topics so we can keep related books together. And there's a third layer problem of having an accurate index or catalog of all the books. Using small cards (the card catalog) gives the library flexibility to make sure the catalog matches the stacks. And there are related problems of loaning them out with some reasonable promise to return them. 

I might even be able to work out an analogy with the Apple Orchard or the Arboretum or the Summer Camp. But, I think you get my drift here, that there are foundational elements that we can't really change, and we build on those foundations to make the whole slightly easier for people to use.

I get it, you built application software. What did you do?

What's important about concept of layers is how pervasive the layering idea is in all of computing.

Because of the potential complexity of a solution to a problem, we take the "layering" idea one step further than simply decreeing there should be layers.

What we found, starting in the 70's, was that the operating system tended to conceal many details of the underlying hardware. A modern programming language also divorced us from details of the hardware. Admiral Grace Murray Hopper's idea was to have an application that would transform a program written in some neutral language into the language of whatever hardware we had on hand. She pioneered the COBOL programming language; the language was utterly unlike any specific piece of hardware, and required a "compiler" application to translate COBOL statements into a form that the OS could run as an application.

We liked this idea: the underlying hardware became a kind of hazy abstraction. We knew it was there, but between our languages, libraries of pre-written software, our compilers, and the OS, we didn't really see the underlying hardware. This lets us decompose a complex problem into a number of smaller problems; giving us a lot of leverage.

The core idea of "abstraction" leads to the idea of layers of abstraction. Within our application software we can can also use this idea of layers to decompose our solution to a problem. An application layer can be quilted to a library layer that we bought or downloaded. The library is -- independently -- quilted to an OS layer. And the whole stack of layers is carefully stitched down to the underlying silicon chip. Maybe it was a Motorola chip, or an Intel chip, or an AMD chip. We didn't much know or care.

Well. We cared a little. Some of the AMD chips were faster than some of the Intel chips. So we would prefer to have our OS and our language focused on those chips because things were faster. Until Intel jumped ahead of AMD. The concept was to remain divorced from gritty details of how the little fleck of silicon with its millions of transistors actually worked. 

Recap

Application software configures the general-purpose computer to a specific task. Applications coexist via an operating system and reusable libraries.

Software (application, operating system, libraries) is created in layers and provide abstractions to hide the details of underlying layers.

My job?

Design the layers. Get other programmers to understand the design for the layers. Help them to create statements ("code") using the language of choice. (I'm a big fan of Python, but I've used many, many other languages.)

Note that I didn't (generally) design the visible quilt top in any detail. My job was to help the visual designers and the user experience (UX) designers create a top that delighted people using the software. I made sure that the top and the layers underneath it all fit together reasonably well for a sensible budget. Cutting and stitching all the blocks was a specialized skill that I tried to avoid.

I did more than design, however. When I say design of the structure, you can imagine an architect or civil engineer looking over drawings of girders and beams and making sure the floor would hold the weight of all those books in the new wing of the library.

While many software designers and architects do pour over drawings, I -- personally -- didn't like to leave it at the drawing stage. This was probably a career-limiting choice, but I liked to get my hands dirty actually digging holes and standing up cinderblocks in the foundation. The idea of swinging a hammer to build components told me -- directly -- how good (or bad) my design was.

There's a fork in the career path for programmers. Some software architects work best with Keynote presentations to developers and executives. They build understanding and consensus. They're trusted with larger projects and larger budgets. If things didn't work out, they could deflect blame to the folks writing the software. This distinction between design and realization can be used to avoid culpability. It worried me.

Other architects (me, specifically) work best with code. I still needed to build understanding and consensus. But I also built software so I could be *sure* things worked. I liked to provide concrete, tangible, "do it like this" code.

To higher-level executives -- people with budget authority -- I was only a low-level programmer. 

For decades, this meant a project would wind down after completion, and I would leave the customer's location, and move on to a new project. That's why I traveled a LOT.

A few clients would come to realize that I did offer significant value by being able to design the layers and abstractions while also helping folks actually build the software. This recognition was a rarity, which is why I call it a career-limiting choice. It happened a few times. There's a particularly memorable offer from a client in the 90's that -- in retrospect -- I should have taken. But, generally, I moved from work site to work site, designing, and building the application software for very, very large computers.

So, you went to meetings a lot?

Precisely.

At first, I needed to talk about the problem. What they want software to do. Why do they think new, custom-built, unique software will solve the problem they have? This means meeting with people to understand the problem in the first place. "What can't you do?" "Why can't you do it?" There's a lot of "Why?" questions that need to be asked to locate the obstacle that's easiest to remove. (Or the lowest-hanging fruit we can pick.)

Then, we need to talk about the solution. How will we solve the problem with computers and software? In some cases, they have departments that aren't talking. Or they have legal obstacles. Or they have a half-wit vice president in charge of being the owner's brother. Eventually, we wind up at "aha. They have software that acts as a kind of 'custodian' for their cloud-based resources, but the language of the rules for that custodian are opaque." 

(Seriously. A real problem. Very, very removed from reality: governance of rented "cloud" resources. Enterprise policies for use of cloud resources. Concrete rules for cleaning up the computers rented from a cloud vendor. Mathematical foundations for those rules. Very. Abstract. https://github.com/cloud-custodian/cel-python)

Once we've got the preferred solution, we need to decompose it into things we can download, and things we have to build. Ideally, we can download most (or all) of it and move on. Realistically, the problem domain is unique or something about the overall context and organization is unique, and means leads to customized software to reflect the unique situation.

Before too long, we have meetings to review some pictures: some contexts, some containers for application software, some components (or I've called them "layers" above). This will lead to people writing some code. (The 4 C's: Context, Container, Component, Code.)

(Side-bar. The "container" is a generalization of the idea of a computer. The OS lets multiple applications cooperate; what if we have multiple OS's cooperating? This idea of layers of abstraction is so compelling, we can apply it in a variety of places. This lets us to talk about abstract containers instead of concrete computers.)

We'll have daily meetings while we're building the code that populates the components that gets installed into the containers that fills out the context. These last 10 minutes. What we've done. What we're doing.

We'll have meetings every two weeks to look at components and containers and be sure they work. People will demo what they've done. It will be fun. We'll have donuts.

We'll have impromptu meetings to talk about how to write tests and do quality assurance on our code and components. The testing and quality checking became my obsession during the last five years of my career. Answering the question "Did you test everything?" 

We'll have meetings to talk about managing the containers to be sure they're working. And how to integrate and deploy the components into the containers. 

In and among the meetings, I wrote code. For the last ten years, it was always in Python. Before that it was in other languages.

So, that's what I did for a living. I went to meetings. I wrote code.

Tuesday, June 15, 2021

Architectural Boundaries: Which Package/Module/Class Owns That Responsibility?

 The SOLID design principles beat the design boundary issue to death. Here are the principles in my preferred order. (See https://www.linkedin.com/learning/learning-s-o-l-i-d-programming-principles

  1. Interface Segregation -- minimize the boundaries. Do this first.
  2. Liskov Substitution -- keep the boundaries consistent. Do this for hierarchies.
  3. Open/Closed -- keep the boundaries stable and allow subclasses. 
  4. Dependency [Inversion] Injection -- keep the implementation separate from the design.
  5. Single Responsibility -- This is essentially a summary of the above four principles.

The point here is that these principles are pleasantly poetic, but there are those edgy cases where an interface can go either way.

Specifically, here's an Edgy Case that can go either way.

We're reading GPX (GPS Exchange) data. See https://www.topografix.com/GPX/1/1/

Associated with this is what's known as the Lowrance USR file format. A lot of devices include the same (or similar) underlying software, and can exchange waypoint and route information in USR format.

We have this as part of the underlying model.

  • The underlying Angle as an abstraction. This has two subclasses:
    • Latitude. An angle with "N" and "S" for its sign, conventionally shown as a two-digit number of degrees: 25°42.925′N
    • Longitude. An angle with "E" and "W" for its sign, conventionally shown as a three-digit number of degrees: 080°13.617′W
  • A Point (or LatLon) is a two-tuple, tuple[Lat, Lon].

A waypoint includes name, description, a time-of-last-update (TOLU), and display symbol to be used. It may also include a GUID to track name changes and assure uniqueness in spite of repeated names.

So far, so good. Nothing too edgy there. "Where's the problem?" you ask.

The problem is representation.

In GPX files, latitude and longitude are float values in degrees. You'll see this: <wpt lon="-80.22695124" lat="25.7154147">...</wpt>.

To do any useful computation, they need to be radians. Or a geocode that supports proximity comparisons, like OLC.

And. If you work with a CSV export from a tool like OpenCPN, then you get strings. This can be any combination of degrees and minutes or degrees, minutes, and seconds. And, depending on the software, there may be either ° or ยบ for the degrees. Can't tell the apart? One is U+00B0, the DEGREE SIGN. The other is U+00BA, the MASCULINE ORDINAL INDICATOR. Plus, of course, everyone uses apostrophe (') and quote (") where they should have used prime (′) and double prime (″). These are easy regular expression problems to solve.

This leads to a class like the following:

class Angle(float):
@classmethod def fromdegrees(cls, deg: float, hemisphere: Optional[str] = None) -> "Angle": ...
@classmethod def fromstring(cls, value: str) -> "Angle": ...

This Angle class converts numbers or strings into useful values; in radians internally. Formatted in degrees externally.  (And yes, this gets a warning from Python 3.9 that we can't usefully extend float like this.)

The problem is USR files. 

In USR files, they use millimeter mercator numbers for latitude and longitude. These are distances from the equator or the prime meridian. Because they're in millimeters, an integer will do nicely. A little computation is done to extract degrees (or radians) from these values.

SEMIMINOR_B = 6_356_752.3142

lon = round(math.degrees(mm_lon / SEMIMINOR_B), 8)
lat = round( math.degrees(2 * math.atan(math.exp(mm_lat / SEMIMINOR_B)) - math.pi / 2), 8 )

These aren't too bad. But.

Here's the question.

Where does this belong? Is it part of the underlying Angle class? It is separate?

Where does Millimeter Mercator representation belong?

This raises a secondary question: Where does ANY representation belong?

Do we separate the essential object (an angle in radians, a float) from all representation questions? If so, how do we properly bind value and representation at run time? 

Is our app full of complex mixins to bind the float with representation choices?  class Latitude(float, DMS, MM, etc.): pass. This seems potentially annoyingly complex: we have to make sure names don't collide, when defining all these aspects separately.

I think the representation for latitudes and longitudes *is* the essential problem here. The math (i.e. computing the loxodromic distance between points) is trivially separated from all of these representation concerns. 

If we buy into the centrality of representation issues, then, we're down to the following argument.

Resolution: millimeter mercator belongs in the Angle class.

Affirmative: it's yet another representation of an angle's value. 

Negative: it's not used outside USR files and belongs in the USR file parser module.

Affirmative Rebuttal: None of the other representations in Angle are tied specifically to a file format.

Negative Rebuttal: Because the other formats (float, string) are intermixed in CSV files and text displays, making them "widely used." While float is used consistently in GPX, this encoding is a pleasant exception that relies on widely-used encodings.

Okay. We seem to have conflicting goals here. Some representation is a generic thing that crosses file formats and some representation is localized to a specific file format and not reused.

The SOLID design principles don't help chose between these designs. Instead, they provide post-hoc justification for the design we chose.

We can exploit the SOLID principles in a variety of ways. Some Examples.

  • We could claim that LatitudeMM is a subclass of Latitude with the MM conversions mixed in. Open/Closed. Liskov Substitution. 
  • We could claim that Latitude has several load/dump strategies available, including Load from MM. Open/Closed. Dependency is Injected at run-time.

Sigh.

Prior Art

Methods like __str__() and __repr__() are generally considered part of the essential class. That means the most common string representations need to be provided. The parsing of a string, similarly, is the constructor for  an instance of the float class.

So. Some representations are part of the class. Clearly, however, not all representations are part of the class. Representation codecs like pickle, struct, or ctype are kept separate.

I'm going to make the case that there's a very, very fine line between unique and non-unique-but-not-widely-used aspects of a class of objects. And, in this specific case, the millimeter mercator should be kept separate.

I'm going to rely on other representations like PlusCode (also called OLC) as yet another obscure representation and insist these aren't essential to the class. Indeed, I'm going to suggest that proximity-friendly geocoding is clearly separate because it's a hack to replace complex distance computations with substring comparisons. 

Tuesday, June 1, 2021

Real Math (symbolic math, like mathematicians do) and a spreadsheet-like feedback loop

See https://slott56.github.io/replacing-a-spreadsheet/. This document is really exciting (to me).

This is still shaky -- I'm still learning -- but it's a very cool combination of Python components sympy and Jupyter Lab. As a bonus, Jupyter{Book} appeals to me as a writer. There's an aspect of literate programing in this that is also very appealing.

The core is this.

  • I have a problem that involves complex math. Well, it's complex to me. It involves integrals, so there's a lot of space for confusion.
  • This is applied math, and I want to plug in numbers and get answers. 

In effect, I want a spreadsheet.

I don't want rows-and-columns. I do want cells, though, that's a nice organizing principle.

I don't want the goofy little formulas in a spreadsheet. I want real Python code.

I want the spreadsheet-like feature of computations that depend on inputs and are re-run when the inputs change. This has been the core value proposition for spreadsheets since the days of VisiCalc. It's a great UX in general. We just need to get past the rows-and-columns.

The problem with most spreadsheet apps is the limited capability for more serious math. 

Which is why the sympy + Jupyter Lab was a blinding revelation to me.