Difference between State pattern and Strategy pattern - oop

Looking at the GoF patterns I find the similarities between State and Stategy pattern rather striking.
Both swap out polymorphic classes to modify behavior. Anyone else found the same?
What are the exact differences?

The state and strategy patterns are similar in the sense that both of them encapsulate behavior in separate objects and use composition to delegate to the composed object to implement the behavior and both of them provide the flexibility to change the behavior dynamically by changing the composed object at run-time. But there are some key differences :
In the state pattern, the client knows nothing about the state objects. State changes happen transparently to the client. The client just calls methods on the context, the context oversees its own state. Because the client is not aware of the state changes, it appears to the client as though the context is instantiated from a different class each time there is a change in behavior due to a state change. The object will appear to change its class as the official definition of the pattern states. The pattern is built around a well-defined series of state transitions. Changing state is key to the pattern's existence.
Even though the strategy pattern provides the flexibility to change behavior by changing the composed strategy object dynamically, mostly there is an appropriate strategy object already set for each context. ie even though the pattern provides a way to change the composed strategy object dynamically, there won't be much of a need for it. Even if it has to be done, it is the client that does the change. The client will call the setter method on the context and pass the new strategy object. Thus behavior changes are NOT transparent to the client and are initiated and controlled by the client. The pattern does not encourage a series of well-defined behavior changes like the state pattern. The client knows about the strategy objects and will usually set the appropriate strategy object in the context while creating it. The client controls what strategy object the context uses, but in the state pattern, the client knows nothing about the state object(s) that the context uses
For additional information pls refer the below link http://myrandomsparks.blogspot.in/2012/05/strategy-vs-state-pattern.html

The strategy pattern decides on 'how' to perform some action and state pattern decides on 'when' to perform them.
By using the State pattern the state-holding (context) class is relieved from knowledge of what state or type it is and what states or types that are available. This means that the class adheres to the open-closed design principle (OCP): the class is closed for changes in what states/types there are, but the states/types are open to extensions.
By using the Strategy pattern the algorithm-using (context) class is relieved from knowledge of how to perform a certain task (-- the "algorithm"). This case also creates an adherence to the OCP; the class is closed for changes regarding how to perform this task, but the design is very open to additions of other algorithms for solving this task

Related

State design pattern in compliance with Liskov

I am designing an order system and the state design pattern seems appropriate because the order can change its state and thereby the allowed functionalities for the order. Below is my basic class diagram:
I do not like this approach because clients cannot see if a method is supported and violates Liskov principle. I created an alternative below:
I like this better but still the client has to check if a method is supported. But they can still call the unsupported method and get an exception. Does this still violates the Liskov principle?
Is there a better design that is in compliance with Liskov and keeps the user from calling invalid methods for a specific state?
What you are showing is not State pattern. State pattern alters object behavior when its internal state changes. For example, a light switch can turn on or turn off the light when you toggle it, depending on its state (different behavior on the same method).
With this Order interface (4 diff methods) I don't see any benefits of introducing State pattern. It will only complicate things for no reason. But I don't know all the details so it is up to you what to do next.
Check this link to see examples of State patten implementation https://sourcemaking.com/design_patterns/state

What is the best way to show the work flow of a single class with UML

What is the best UML diagram type to use when trying to show how a class' behavior flows from one method to another?
I am trying to diagram existing code and the behavior I am looking at primarily involves private method calls, with a few calls to static objects outside the class. I don't feel that a sequence diagram would give the best detail in this case since the class in question doesn't interact with any other classes except for the very few static calls mentioned earlier.
What would fit best in this situation?
According to the UML Superstructure (http://www.omg.org/spec/UML), in the UML two kind of behaviors exist: emergent behaviors and executing behaviors.
An executing behavior is performed by an object (its host) and is the description of the behavior of this object.
An executing behavior is directly caused by the invocation of a behavioral feature of that object or by its creation. In either case, it is a consequence of the execution of an action by some related object. A behavior has access to the structural features of its host object. Objects that may host behaviors are specified by the concrete subtypes of the BehavioredClassifier metaclass.
Emergent behavior results from the interaction of one or more participant objects. If the participating objects are parts of a larger composite object, an emerging behavior can be seen as indirectly describing the behavior of the container object also. Nevertheless, an emergent behavior can result from the executing behaviors of the participant objects.
You can model behaviors by means of Activities or Interactions (actually you may also use state machines and use cases). Activities are more adapt to model executing behaviors while Interactions to model emergent behaviors.
Now if your class has many parts and its behavior you want to model consists in a "complex" interaction of its parts then probably an interaction diagram (sequence) may be the right choice. Otherwise, if the behavior you need to model, consists of a sequence of atomic actions an activity may be better. Consider in UML there is a specific actions to represent the invokation of a method (CallOperationAction) which takes as input pin the object reference you can retrieve by means of a dedicated action (ReadSelfAction). There is also an action to read an object attribute (ReadStructuralFeatureAction).
Also check the Foundational for Executable UML Models (FUML) http://www.omg.org/spec/FUML
While all of the previous answers are correct, I would like to add the option of using a State-Machine to define the behavior of the class. State machines allow you to show what is the current state of the class and how the state of the class changes as methods are called or events are received. Since you state that you are mostly modeling one class, I think the most important thing to show is what can be done (what method calls can be called) depending on the current state and how these method calls affect the state of the class. One think I really like about state machines is that they have relatively well defined semantics and also have ways to show information at different levels using composite and orthogonal states.
Broadly you have 2 choices (per #Silli's answer): sequence or activity diagram. I would probably have suggested sequence diag as first choice, however you say you don't think that's appropriate. Could you elaborate why?
Perhaps it's conditional logic? If so an activity diagram may be the better choice. It has more intuitive syntax for showing control flow than a sequence diagram. You could also show the static objects in separate swimlanes - so clearly differentiating calls to external objects. You can also illustrate parallel behaviour if that's relevant to you. Some good examples here if it helps.
hth.
I would recommend collaboration diagram (UML 1.x) renamed to Communication diagram (UML 2.x).
This may be better than sequence diagram, better because it may be more readable in your case.
A Communication diagram models the interactions between objects or parts in terms of sequenced messages. Communication diagrams represent a combination of information taken from Class, Sequence, and Use Case Diagrams describing both the static structure and dynamic behavior of a system.
http://en.wikipedia.org/wiki/Communication_diagram

Alternative to (or refinement for) State Pattern suffering from LSP violation

I'm having trouble wrapping my head around state-based functionality for an invoicing system we are currently building. The system will support calculation, manual approval, printing, and archiving of invoices.
At first I thought we should use the State Pattern to model this. An invoice would be the context, which delegates printing, archiving, etc. to its currently assigned state.
But this is obviously a bad idea, because the different states (created, approved, printed, archived) should not support the same operations. E.g., you shouldn't be able to print an invoice, which hasn't been approved before. Throwing exceptions for unsupported operations would be a violation of LSP. I found a general description of this problem here.
Does anybody have an idea, how to implement this appropriately?
PS: I'm aware that this might sound like some lame-ass homework assignment, but it's not; I need this for a real world system.
You're basically creating a workflow of application states, where at each state the available operations on an invoice change. The state pattern doesn't seem appropriate, but you can still use it if you also create some operations like boolean canPrint() that would have to be used before calling print(). print() would have a contract that allows throwing exceptions if canPrint() returns false. This way, subclasses wouldn't break that contract. Another option is to have a boolean tryPrint(), that will only print if it can, and return whether it printed.
But, if the states support mostly non-overlapping operations, then maybe the state pattern is not the solution. Take a step back and look for better ways, without trying to fit a specific pattern to your problem. One way is to create a separate class with the necessary operations for each "state": like CreatedInvoice, ApprovedInvoice, etc. These classes would only have the operations they support.
Chain of Responsibility Pattern might help you here.
Adding the how part and fixing the link.
There can be Calculator, Approver, Printer and Archiver classes which are handler classes. These can have processRequest() overridden from a parent abstract class. Invoice can be a class which is passed to each handler's processRequest() method. The advantage with using the pattern here is newer handlers can be added dynamically and chain links with sequence of handlers can be changed easily.
Whether the State Pattern is really appropriate to your situation is not certain, but if it's not, Liskov is not the reason. Throwing some sort of "invalid operation in current state" exception can be defined as possible and valid in the state interface, and then subclasses doing this do not violate LSP.
The classic example used for the State Pattern in the GoF Design Patterns book is a TCPConnection, which definitely has operations not supported or sensible in all states. You can't transmit on a closed connection, for example.

Object-oriented programming & transactions

A little intro:
Class contains fields and methods (let me skip properties this time).
Fields represent a state of the class.
Methods describe behavior of the class.
In a well-designed class, a method won't change the class's state if it throws an exception, right? (In other words, whatever happens, class's state shouldn't be corrupted)
Question:
Is there a framework, a design pattern, best practice or a programming language to call a sequence of methods in a transactional style, so that either class's state don't get changed (in case of exception), or everything succeeds?
E.g.:
// the class foo is now in the state S1
foo.MoveToState2();
// it is now (supposed to be) in the state S2
foo.MoveToFinalState();
// it is now (supposed to be) in the state, namely, S3
Surely, an exception might occur both in MoveToState2() and MoveToFinalState(). But from this block of code I want the class foo to be either in the state S1 or S3.
This is a simple scenario with a single class involved, no if's, no while's, no side effects, but I hope the idea is clear.
Take a look at the Memento pattern
The memento pattern is a software design pattern that provides the ability to restore an object to its previous state (undo via rollback).
Not the most efficient method, but you could have an object that represents your transactional data. When you start a transaction, make a copy of the data and perform all operations on that. When the transaction ends successfully, move the copy to your real data - this can be done using pointers, so need not be too inefficient.
Functional programming is a paradigm that seems to fit well to transactional computations. Since no side-effects are allowed without explicit declaration, you have full control of all data flow.
Therefore software transactional memory can be expressed easily in functional terms - See STM for F#
The key idea is the concept of monads. A monad can be used to model an arbitrary computation through two primitives: Return to return a value and Bind to sequence two computations. Using these two, you can model a transactional monad that controls and saves all state in form of continuations.
One could try to model these in an object-oriented way through a State+Memento pattern, but generally, transactions in imperative languages (like the common OO-ones) are much more difficult to implement since you can perform arbitrary side-effects. But of course you can think of an object defining a transaction scope, that saves, validates and restores data as needed, given they expose a suitable interface for this (the patterns I mentioned above).
The simplest and most reliable "pattern" to use here is an immutable data structure.
Instead of writing:
foo.MoveToState2();
foo.MoveToFinalState();
You write:
MyFoo foo2 = foo.MoveToState2();
MyFoo finalFoo = foo2.MoveToFinalState();
And implement the methods accordingly - that is, MoveToState2 does not actually change anything about MyFoo, it creates a new MyFoo that is in state 2. Similarly with the final state.
This is how the string classes in most OO languages work. Many OO languages are also starting to implement (or have already implemented) immutable collections. Once you have the building blocks, it's fairly straightforward to create an entire immutable "entity".
This would be pretty ugly to implement everywhere, but just saving the state locally, then restoring it in the case of an exception would work in simple scenarios. You'd have to catch and rethrow the exception, which may lose some context in some languages. It might be better to wrap it if possible to retain the context.
try {
save state in local variables
move to new state
} catch (innerException) {
restore state from local variables
throw new exception( innerException )
}
When using object copy approach, you have to watch out that the statements to be rolled-back are only affecting the object's or data itself (and aggregates).
But things are getting really difficult if the side-effects of the statements are "more external". For example I/O operations, network calls. You always have to analyze the overall state-changes of your statements.
It gets also really tricky if you touch static data (or evil mutable singletons). Reverting this data isolated is difficult, because other threads could have modified them in between (you could face lost updates).
Reverting/rollback to the past is often not so trivial ;)
I would also consider the saga pattern, you could pass a copy of the objects current state into MoveToState2 and if it throws an exception you could catch that internally and use the copy of the original state to rollback. You would have to do the same with MoveToState3 too. If however the server crashed during a rollback you might still get corrupted state, that's why databases are so good.
Transactional memory fits here the best.
An option could be a transactional storage. Sample implementation you can find here:
http://www.codeproject.com/KB/dotnet/Transactional_Repository.aspx
Memento pattern
Also let me describe a possible pattern on how to implement such behavior:
Define a base class TransactionalEntity. This class contains dictionary of properties.
All your transactional classes inherit from the TransactionalEntity and should operate over some sort of Dependency Properties/Fields, i.e. properties(getters/setters) which store it's values not in local class fields, but in dictionary, which is stored in the base class.
Then you define TransactionContext class. TransactionContext class internally contains a set of dictionaries (one dictionary for each entity that participates in the transaction) and when a transactional entity participates in transaction, it writes all data to the dictionary in the transaction context. Then all you need is basically four methods:
TransactionContext.StartTransaction();
TransactionalEntity.JoinTransaction(TransactionContext context); //if your language/framework supports Thread Static fields, then you do not need this method
TransactionContext.CommitTransaction();
TransactionContext.RollbackTransaction();
To sum up, you need to store state in base class TransactionalEntity and during transaction TransactionalEntity will cooperate with TransactionContext.
I hope, I've explained it well enough.
I think a Command Pattern could be well suited to this problem.
Linky.
I was astonished that no one suggested explicitly the simplest pattern to use .. the State Pattern
In this way you can also eliminate that 'finalState' method and just use 'handle()'.
How do you know which final state is?
The memento pattern is best used with the Command pattern, and usually applies to GUI operations to implement the undo/redo feature.
Fields represent a state of the class
Fields represents the state of the instanced object. You use many times wrong definitions of the OOP terms. Review and correct.

When do you stop encapsulating?

I have some event handler on a boundary class that manages a persistence mechanism for a given generic transaction:
void MyBoundaryClass::MyEventHandler(...)
{
//retrieve stuff from the UI
//...
//declare and initialize trasaction to persist
SimpleTransaction myTransaction(.../*pass down stuff*/);
//do some other checks
//...
//declare transaction persistor
TransactionPersistor myPersistor(myTransaction, .../*pass down connection to DB and other stuff*/);
//persist transaction
try
{
myPersistor.Persist();
}
catch(...)
{
//handle errors
}
}
Would it be better to have some kind of TransactionManager to wrap SimpleTransaction and TransactionPErsistor objects?
Is there any useful rule of thumb to understand if I need a further level of encapsulation?
At the moment the rule of thumb I follow is "if the method gets too big - do something about it". It is hard sometimes to find the right balance between procedural and object oriented when dealing with boundary event handlers.
Any opinion?
Cheers
Considering that:
the concept of encapsulation is about defining a container, and
object-oriented design is based on the concept of message passing (invocation of methods)
I would argue that the API is a good indication about the pertinence of a new high-level encapsulation (I.e. the definition of a new object)
If the services (i.e the API) offered by this new object are coherent, and are better exposed to the rest of the program when regrouped in one special object, then by all means, use a new object.
Otherwise, it is probable an overkill.
Since you expose a public API by creating a new object, the notion of test may be easier to do within that new object (and a few other mock objects), rather than create many legacy objects in order to test those same operations.
In your case, if you want to test the transaction, you must actually test MyEventHandler of MyBoundaryClass, in order to retrieve data from the UI.
But if you define a TransactionManager, that gives you the opportunity to lower coupling of different architecture levels (GUI vs. data) present in MyBoundaryClass, and to export data management into a dedicated class.
Then, you can test data persistence in independent test scenario, focusing especially on limit values, and database failure, and not-nominal conditions, and so on.
Testing scenario can help you refine the cohesion (great point mentioned by Daok) of your different objects. If your tests are simple and coherent, chances are that your objects have a well-define service boundary.
Since it can be argued that Coupling and Cohesion are two cornerstones of OO Programming, the cohesion of a new class like TransactionManager can be evaluated in term of the set of actions it will perform.
Cohesive means that a certain class performs a set of closely related actions. A lack of cohesion, on the other hand, means that a class is performing several unrelated tasks. [...] the application software will eventually become unmanageable as more and more behaviors become scattered and end up in wrong places.
If you regroup behaviors otherwise implemented in several different places into your TransactionManager, it should be fine, provided that its public API represent clear steps of what a transaction involves and not "stuff about transaction" like various utility functions. A name in itself is not enough to judge the cohesiveness of a class. The combination of the name and its public API is needed.
For instance, one interesting aspect of a TransactionManager would be to completely encapsulate the notion of Transaction, which would :
become virtually unkown by the rest f the system, and would lower coupling between the other classes and 'Transaction'
reinforce the cohesiveness of TransactionManager by centering its API around transaction steps (like initTransaction(), persistTransaction(), ...), avoiding any getter or setter for any Transaction instance.
Elaborating on VonC's suggestion, consider the following guidelines:
If you expect to invoke the same functions elsewhere, in the same way, it's reasonable to encapsulate them in a new object.
If one function (or one object) provides a set of facilities that are useful individually, it's reasonable to refactor it into smaller components.
VonC's point about the API is an excellent litmus test: create effective interfaces, and the objects often become apparent.
The level of encapsulating should be directly linked to the cohesion of your object. Your object must do a single task or must be divided in multiple class and encapsulate all its behaviors and properties.
A rule of thumb is when it's time to test your object. If you are doing Unit Testing and you realize that you are testing multiple different thing (not in the same area action) than you might try to split it up.
For you case, I would encapsulate with your idea of "TransactionManager". This way the "TransactionManager" will handle how transaction works and not "MyBoundaryClass".