• An Introduction to runbooks

    It has been a long time since I’ve written anything just due to how busy I’ve been. I have a few articles planned, and hopefully can get back to writing at a regular cadence.

    I’m going to take a look at runbooks, I’ll be covering:

    • What is a Runbook?
    • When should you create them?
    • How do you organise them?
    • What should be in them?

    Story

    I’ve been working for the last two years on transitioning a service from running somewhere deep inside a data centre, where it was managed by an Ops Team and updates were scheduled through a Release Management team, to running in AWS where the development team deploy, manage, monitor and update it.

    During this time I’ve been looking into a lot of things in the DevOps and Site Reliability Engineering (SRE) space to ensure that the service I am responsible is up and running at all times.

    Whilst on a call someone mentioned mentioned “executing a runbook” to resolve a problem. I had previously only heard of runbooks in the context of Microsoft System Centre and was amazed that teams were using similar approaches on an AWS native service without any Microsoft stuff. Hoping to bring some of these into my service, I reached out for more information, expecting some code or configuration for AWS, but instead I was told none of them were automated, these were just documented processes that people followed.

    Three ring binder
    Image by jkfid from flickr - Attribution (CC BY 2.0)

    Understanding the value

    I was a little crest fallen, “anyone can write a manual process, it wasn’t hard”, I thought.

    But, I’d not done it!

    I had no processes documented for such situations!

    I started to look at the problems I might have with my service and what steps I might take to resolve them. There were a few things I knew, but had never written down. “How would someone else deal with it if I was on holiday?”, “Would I remember what to do in 12 months time?”. These were all things I should put into a runbook.

    Now, I needed somewhere to store them. We use Atlassian Confluence, but any shared team documentation would suffice: OneNote, ADO or GitHub Wikis, Google Docs, any place your team keeps their documentation and can easily collaborate.

    I setup a “parent” page for “Runbooks” with a quick intro and a table of contents, and then created my first runbook.

    Just because it is a manual process doesn’t mean there’s no automation. It may be as simple as updating a line in a JSON configuration file in your repository and performing a standard deployment. The point is, to have a process documented telling you when and how you do it, and that it is clear.

    When to create one

    I only create runbooks for processes that relate to production systems and things I don’t do every day.

    Good candidates: Servers dying, certificates rotating, overnight jobs failing, etc.

    Poor candidates: How to setup a development laptop, how to perform a release - these are documented, but they don’t meet the bar for creating a runbook - put them in another section.

    If you don’t set the bar high, you have processes for anything and everything, and managing them becomes onerous. Keeping them focused means you have a small selection of procedures that cover the most important processes.

    Structure

    My runbooks have a simple structure. There is a Trigger and a Process, but I also have some metadata such as who owns it, when was it last updated, etc.

    Sometimes I will maintain a log of when it was last run, for example, certificate rotation has a log of when it was rotated, and when it will next expire.

    Triggers

    Triggers explain when to invoke a runbook. For example, it could be as simple as “If a server dies”. Or something a bit more involved “If X job fails, check the logs for A event, then follow process 1, otherwise follow process 2”. I will nest runbooks so top level ones cover a scenario and child runbooks cover different solutions to the same overall problem.

    e.g.

    • Process X failed - Trigger: process X has not completed
      • Process X.1 failed - Trigger: check the logs and see if X.1 completed
      • Process X.2 failed - Trigger: check the logs and see if X.2 completed

    Process

    The process is a list of steps you need to follow. I’ve not needed to use flowcharts yet, just using bulleted lists is enough. I ensure each step is clear and has examples of things you expect to find.

    e.g.

    To resolve the issue with the Server follow these steps:

    1. Locate the server IP
      1. Start, Run, cmd.exe
      2. Type ipconfig and press Enter
      3. Look for IPv4 Address. . . . . . . . . . . : 192.168.0.1
        1. If there is more than one IPv4 Address you want the one starting 192.168.0.
    2. Enter the server IP from step #3 into the box labelled “Server IP”
    3. Etc.

    Types of runbooks

    There are two main types of runbook I have created:

    • Business as Usual (BAU)
    • There’s a problem

    BAU

    BAU runbooks cover any maintenance tasks that need to be performed on a semi-regular basis, for example, the creating a new SSH Key, adding a new admin user, etc.

    The trigger for a BAU runbook is usually some business process or event. These things are expected to happen and the runbook is just a record of the steps needed.

    I label the BAU runbooks with [BAU] in the title so I can tell which is which.

    Problem

    Problem runbooks are to be invoked when something goes wrong and it requires manual intervention to remediate. For example, a release goes live and errors increase, or an overnight process doesn’t run.

    The trigger should be some alert from your monitoring solution. The process is a list of steps to identify what has gone wrong and what needs to be done to remedy the problem.

    Examples

    Above I’ve mentioned the structure of the pages and the structure of a runbook. I can’t replicate my runbooks, but I’ll show some hypothetical examples.

    Example pages

    • Production Runbooks
      • Runbook - Server Dies
      • Runbook - Job X Fails
        • Runbook - X.1 Failed
        • Runbook - X.2 Failed
      • Runbook - [BAU] Rotate SSH keys
    • Architecture Documents
    • Project Documents

    An example of the structure of a team’s documentation site

    Example runbook

    Name Server Dies
    Description Process to follow when a server dies
    Date 15-Jan-2025
    Version 2
    Owner Dave

    Trigger

    This runbook is to be executed when a email alert is received informing you a server has died, or if you notice a server isn’t responding.

    NOTE: if this is because of maintenance, you don’t need to do anything as the engineer will restart it when they are done.

    Process

    1. Check the email alert for the name of the server (it will be after the heading Server: - e.g. Server: sv01)
    2. Run the “Restart Server Tool”
    3. Enter the name of the server from step #1 into the box labelled “Server to restart”
    4. Press the “Restart” button.
    5. Read the logs looking for “Server xx online” (where xx is the server name).
    6. If this doesn’t appear in 10 minutes, raise an incident (link here).

    References

    • Documentation for “Restart Server Tool”
    • Process for Raising an Incident

    An example, to show what I might have in a runbook.

    Best practices

    Here are my best practices for runbooks.

    Review them regularly

    On a Friday afternoon, or that boring meeting you can’t get out of, have a browse through and make sure they still make sense. When you write things you often do it from a position of understanding, and only in time do you realise you have missed a vital instruction. “Reboot the server” may be a valid instruction, but if you are SSH’d into a Linux server, do you know the exact command to trigger an immediate reboot?

    Test them

    If you have not actually performed the steps you cannot be sure your runbook is going to help you when you need it. If possible, test your process by following the steps, or better yet, have someone else follow it whilst you observe.

    However, sometimes you cannot test them if they require outside coordination. In these cases it is still better to have them than not (see “Prepare for the Worst”).

    Prepare for the worst

    I have a number of runbooks I have never run, for events that I hope never happen. These are for scenarios that are rare but would be a big problem if they triggered. By writing down the most likely steps needed to resolve the problem, I give myself a head start.

    Remember to create them

    If you are doing a manual process for something with production and you realise “this is a bit complicated, I bet won’t remember this”, then it is an opportunity to create a runbook.

    Golden rules

    Runbooks should be:

    • All in one place - don’t have them all over the place, they should be easy to find.
    • All for the same purpose - runbooks are for production related processes - they don’t explain how you setup a new laptop.
    • Focused - Each runbook should be one trigger that explains if this need running, and a process that explains what to do. Create nested runbooks if needed.

    The power of runbooks

    By giving these processes a name, defining a scope, keeping them simple and putting them all together you have a powerful suite of processes for dealing with production issues.

    Road to automation

    Above, I said I was “crest fallen” when I found out these were manual processes, and not some amazing feat of automation, so why am I espousing the values of manual runbooks and not trying to just automated them all?

    Simple. Perfect is the enemy of good.

    If I waited until I could automate every process, I wouldn’t have any runbooks yet.

    You have to balance the time it would take to automate these things with how much value it would provide. Some processes are very complex to engineer, and happen very rarely. Some would require you to build a whole new solution to perform a task that takes 10 minutes once a quarter. It isn’t always suitable to fully automate these processes.

    By creating a manual runbook first, you can understand the process and measure the time spent performing it, and then make a business decision if automation is the right approach.

    Conclusion

    The lack of automation was a surprise at first, but once I got over myself, I realise how beneficial manual runbooks can be. It’s relatively simple to set them up using the tools you already have, and then if something goes wrong, you are prepared.

    These sort of things may be common in Ops led services, but where the development team owns and operates them, this level of maturity is definitely still needed. DevOps must include the benefits of Development and Operations.

  • Giraffe Development in 2022

    This post is part of the F# Advent Calendar 2021. Many thanks to Sergey Tihon for organising these. Go checkout the other many and excellent posts.

    This year, I’ve run out of Xmas themed topics. Instead, I’m just sharing a few tips from a recent project I’ve been working on…

    I’m going to show…

    • Dev Containers for F# Development
    • A simple Giraffe Web Server
    • Automated HTTP Tests
    • Working with ASP.Net dependencies

    You can see the full source code for this project on GitHub here

    Dev Containers

    Dev Containers are a feature of VS Code I was introduced to earlier this year and have since taken to using in all my projects.

    They allow you to have a self contained development environment in DockerFile, including all the dependencies your application requires and extensions for Visual Studio Code.

    If you have ever looked at the amount of things you have installed for various projects and wondered where it all came from and if you still need it - Dev Containers solves that problem. They also give you a very simple way to share things with your collaborators, no longer do I need a 10-step installation guide in a Readme file. Once you are setup for Dev Containers, getting going with a project that uses them is easy.

    This blog is a GitHub Pages Site, and to develop and test it locally I had to install Ruby and a bunch of Gems, and Installing those on Windows is tricky at best. VS Code comes with some pre-defined Dev Container templates, so I just used the Jekyll one, and now I don’t have to install anything on my PC.

    Dev Container for .NET

    To get started, you will need WSL2 and the Remote Development Tools pack VS Code extension installed.

    Then it just a matter of launching VS Code from in my WSL2 instance:

    cd ~/xmas-2021
    code .
    

    Now in the VS Code Command Palette I select Remote Containers: Add Development Container Configuration Files… A quick search for “F#” helps get the extensions I need installed. In this case I just picked the defaults.

    Once the DockerFile was created I changed the FROM to use the standard .NET format that Microsoft uses (the F# template may have changed by the time you read this) to pull in the latest .NET 6 Bullseye base image.

    Before

    FROM mcr.microsoft.com/vscode/devcontainers/dotnet:0-5.0-focal
    

    After

    # [Choice] .NET version: 6.0, 5.0, 3.1, 6.0-bullseye, 5.0-bullseye, 3.1-bullseye, 6.0-focal, 5.0-focal, 3.1-focal
    ARG VARIANT=6.0-bullseye
    FROM mcr.microsoft.com/vscode/devcontainers/dotnet:0-${VARIANT}
    

    VS Code will then prompt to Repen in the Dev Container, selecting this will relaunch VS Code and build the docker file. Once complete, we’re good to go.

    Creating the Projects

    Now that I’m in VS Code, using the Dev Container, I can run dotnet commands against the terminal inside VS Code. This is what I’ll be using to create the skeleton of the website:

    # install the template
    dotnet new -i "giraffe-template::*"
    
    # create the projects
    dotnet new giraffe -o site
    dotnet new xunit --language f# -o tests
    
    # create the sln
    dotnet new sln
    dotnet sln add site/
    dotnet sln add tests/
    
    # add the reference from tests -> site
    cd tests/
    dotnet add reference ../site/
    cd ..
    

    I also update the projects target framework to net6.0 as the templates defaulted to net5.0.

    For the site/ I updated to the latest giraffe 6 pre-release (alpha-2 as of now) and removed the reference to Ply which is no longer needed.

    That done I could run the site and the tests from inside the dev container:

    dotnet run --project site/
    
    dotnet test
    

    Next, I’m going to rip out most of the code from the Giraffe template, just to give a simpler site to play with.

    Excluding the open’s it is only a few lines:

    let demo = 
        text "hello world"
    
    let webApp =
        choose [
            GET >=>
                choose [
                    route "/" >=> demo
                ] ]
    
    let configureApp (app : IApplicationBuilder) =
        app.UseGiraffe(webApp)
    
    let configureServices (services : IServiceCollection) =
        services.AddGiraffe() |> ignore
    
    [<EntryPoint>]
    let main args =
        Host.CreateDefaultBuilder(args)
            .ConfigureWebHostDefaults(
                fun webHostBuilder ->
                    webHostBuilder
                        .Configure(configureApp)
                        .ConfigureServices(configureServices)
                        |> ignore)
            .Build()
            .Run()
        0
    

    I could have trimmed it further, but I’m going to use some of the constructs later.

    When run you can perform a curl localhost:5000 against the site and get a “hello world” response.

    Testing

    I wanted to try out self-hosted tests against this API, so that I’m performing real HTTP calls and mocking as little as possible.

    As Giraffe is based on ASP.NET you can follow the same process as you would for testing as ASP.NET application.

    You will need to add the TestHost package to the tests project:

    dotnet add package Microsoft.AspNetCore.TestHost
    

    You can then create a basic XUnit test like so:

    let createTestHost () =
      WebHostBuilder()
        .UseTestServer()
        .Configure(configureApp)    // from the "Site" project
        .ConfigureServices(configureServices)   // from the "Site" project
        
    [<Fact>]
    let ``First test`` () =
        task {
            use server = new TestServer(createTestHost())
            use msg = new HttpRequestMessage(HttpMethod.Get, "/")
    
            use client = server.CreateClient()
            use! response = client.SendAsync msg
            let! content = response.Content.ReadAsStringAsync()
    
            let expected = "hello test"
            Assert.Equal(expected, content)
        }
    

    If you dotnet test, it should fail because the tests expects “hello test” instead of “hello world”. However, you have now invoked your Server from your tests.

    Dependencies

    With this approach you can configure the site’s dependencies how you like, but as an example I’m going to show two different types of dependencies:

    1. App Settings
    2. Service Lookup

    App Settings

    Suppose your site relies on settings from the “appsettings.json” file, but you want to test with a different value.

    Let’s add an app settings to the Site first, then we’ll update the tests…

    {
        "MySite": {
            "MyValue": "100"
        }
    }
    

    I’ve removed everything else for the sake of brevity.

    We need to make a few minor changes to the demo function and also create a new type to represent the settings

    [<CLIMutable>]
    type Settings = { MyValue: int }
    
    let demo = 
        fun (next : HttpFunc) (ctx : HttpContext) ->
    
            let settings = ctx.GetService<IOptions<Settings>>()
    
            let greeting = sprintf "hello world %d" settings.Value.MyValue
            text greeting next ctx
    

    And we need to update the configureServices function to load the settings:

    let serviceProvider = services.BuildServiceProvider()
    let settings = serviceProvider.GetService<IConfiguration>()
    services.Configure<Settings>(settings.GetSection("MySite")) |> ignore
    

    If you run the tests now, you get “hello world 0” returned.

    However, if you dotnet run the site, and use curl you will see hello world 100 returned.

    This proves the configuration is loaded and read, however, it isn’t used by the tests - because the appsettings.json file isn’t part of the tests. You could copy the file into the tests and that would solve the problem, but if you wanted different values for the tests you could create your own “appsettings.”json” file for the tests

    {
        "MySite": {
            "MyValue": "3"
        }
    }
    

    To do that we need function that will load the test configuration, and the add it into the pipeline for creating the TestHost:

    let configureAppConfig (app: IConfigurationBuilder) =
      app.AddJsonFile("appsettings.tests.json") |> ignore
      ()
    
    let createTestHost () =
      WebHostBuilder()
        .UseTestServer()
        .ConfigureAppConfiguration(configureAppConfig)   // Use the test's config
        .Configure(configureApp)    // from the "Site" project
        .ConfigureServices(configureServices)   // from the "Site" project
    

    Note: you will also need to tell the test project to include the appsettings.tests.json file.

    <ItemGroup>
        <Content Include="appsettings.tests.json" CopyToOutputDirectory="always" />
    </ItemGroup>
    

    If you would like to use the same value from the config file in your tests you can access it via the test server:

    let config = server.Services.GetService(typeof<IConfiguration>) :?> IConfiguration
    
    let expectedNumber = config["MySite:MyValue"] |> int
    
    let expected = sprintf "hello world %d" expectedNumber
    

    Services

    In F# it’s nice to keep everything pure and functional, but sooner or later you will realise you need to interact with the outside world, and when testing from the outside like this, you may need to control those things.

    Here I’m going to show you the same approach you would use for a C# ASP.NET site - using the built in dependency injection framework.

    type IMyService =
        abstract member GetNumber : unit -> int
    
    type RealMyService() =
        interface IMyService with
            member _.GetNumber() = 42
    
    let demo = 
        fun (next : HttpFunc) (ctx : HttpContext) ->
    
            let settings = ctx.GetService<IOptions<Settings>>()
            let myService = ctx.GetService<IMyService>()
    
            let configNo = settings.Value.MyValue
            let serviceNo = myService.GetNumber()
    
            let greeting = sprintf "hello world %d %d" configNo serviceNo
            text greeting next ctx
    

    I’ve create a IMyService interface and a class to implement it RealMyService.

    Then in configureServices I’ve added it as a singleton:

    services.AddSingleton<IMyService>(new RealMyService()) |> ignore
    

    Now the tests fail again because 42 is appended to the results.

    To make the tests pass, I want to pass in a mocked IMyService that has a number that I want.

    let luckyNumber = 8
    
    type FakeMyService() =
        interface IMyService with
            member _.GetNumber() = luckyNumber
    
    let configureTestServices (services: IServiceCollection) = 
      services.AddSingleton<IMyService>(new FakeMyService()) |> ignore
      ()
    
    let createTestHost () =
      WebHostBuilder()
        .UseTestServer()
        .ConfigureAppConfiguration(configureAppConfig)   // Use the test's config
        .Configure(configureApp)    // from the "Site" project
        .ConfigureServices(configureServices)   // from the "Site" project
        .ConfigureServices(configureTestServices) // mock services after real ones
    

    Then in the tests I can expect the luckyNumber:

    let expected = sprintf "hello world %d %d" expectedNumber luckyNumber
    

    And everything passes.

    Conclusion

    I hope this contains a few useful tips (if nothing else, I’ll probably be coming back to it in time to remember how to do some of these things) for getting going with Giraffe development in 2022.

    You can see the full source code for this blog post here.

  • Access modifiers

    This post is inspired by and in response to Pendulum swing: internal by default by Mark Seemann.


    Access modifiers in .NET can be used in a number of ways to achieve things, in this post I’ll talk about how I used them and why.

    Firstly I should point out, I am NOT a library author, if I were, I may do things differently.

    Public and Internal classes

    In .NET the public and internal access modifiers control the visibility of a class from another assembly. Classes that are marked as public can be seen from another project/assembly, and those that are internal cannot.

    I view public as saying, “here is some code for other people to use”. When I choose to make something public, I’m making a conscious decision that I want another component of the system to use this code. If they are dependant on me, then this is something I want them to consume.

    For anything that is internal, I’m saying, this code is part of my component that only I should be using.

    When writing code within a project, I can use my public and internal types interchangeably, there is no difference between them.

    If in my project I had these 2 classes:

    public Formatter { public void Format(); }
    
    internal NameFormatter { public void Format(); }
    

    and I was writing code elsewhere in my project, then I can choose to use either of them - there’s nothing stopping or guiding me using one or the other. There’s no encapsulation provided by the use of internal.

    NOTE: When I say ‘I’, I actually mean, a team working on something of significant complexity, and that not everyone working on the code may know it inside out. The objective is to make it so that future developers working on the code “fall into the pit of success”.

    If my intention was that NameFormatter must not be used directly, I may use a different approach to “hide” it. For example a private nested class:

    public Formatter
    {
        private class NameFormatter() { }
    }
    

    or by using namespaces:

    Project.Feature.Formatter
    Project.Feature.Formatters.NameFormatter
    

    These might not be the best approach, just a few ideas on how to make them less “discoverable”. The point I’m hoping to make is that within your own project internal doesn’t help, if you want to encapsulate logic, you need to use private (or protected).

    In larger systems where people are dependant on my project, everything is internal by default, and only made public to surface the specific features they need.

    Testing

    So where does this leave me with unit testing? I am quite comfortable using InternalsVisibleTo to allow my tests access to the types it needs to.

    The system I work on can have a lot of functionality that is internal and only triggered by its own logic. Such as a plugin that is loaded for a UI, or a message processor.

    Testing everything through a “Receive Message” type function could be arduous. That said, I do like “outside-in” testing and I can test many things that way, but it is not reasonable to test everything that way.

    In one of the systems I maintain, I do test a lot of it this way:

    Arrange
    Putting the system in a state
    
    Act
    Sending an input into the system
    
    Assert
    Observe the outputs are what is expected
    

    By sending inputs and asserting the outputs tells me how the system works.

    However, some subcomponents of this system are rather complex on their own, such as the RFC4517 Postal Address parser I had to implement. When testing this behaviour it made much more sense to test this particular class in isolation with a more “traditional” unit test approach, such as Xunit.net’s Theory tests with a simple set of Inputs and Expected outputs.

    I wouldn’t have wanted to make my parser public, it wasn’t part of my component my dependants should care about.

    I hope to write more about my testing approaches in the future.

    Another use case

    For reasons I won’t go into, in one of the systems I work on a single “module” is comprised of a number of assemblies/projects, and the system is comprised of many modules. For this we use “InternalsVisibleTo” only so that the projects in the same module can see each other - in addition to unit testing as stated above.

    This allows a single module to see everything it needs to, but dependant modules to only see what we choose to make visible. Keeping a small and focused API helps you know what others depend on and what the impact of your changes are.

    Static Analysis

    When you use static analysis like .NET Analysers they make assumptions about what your code’s purpose is based on the access modifier. To .NET Analysers, public code is library code, to be called by external consumers.

    A few examples of things only apply to public class:

    • Argument validation - you must check arguments are not null (also see below)
    • Correct (or formal) IDisposable implementation.
    • Spelling checks

    The options you have are disable these rules, suppress them, or add the requisite code to support them.

    • Disabling the rules, means you don’t get the benefit of the analysis on any public code you may have that was written for use by external callers.
    • Suppressing them is messy, and you should justify them so you remember why you disabled it.
    • Adding requisite code is arduous. e.g. Guards against nulls.

    When you are using Nullable Reference Types from C# 8.0 the compiler protects you from accidentally dereferencing null. But public means that anyone can write code to call it, so it errs on the side of caution and still warns you that arguments may be null and you should check them.

    Wrapping up

    Given the limited value within a project of using public, I always default to internal and will test against internal classes happily, only using public when I think something should be part of a public API to another person or part of the system.

    Internal types are only used by trusted and known callers. Nullable Reference type checking works well with them, as it knows they can only instantiated from within known code, allowing a more complete analysis.

    If you are writing code for that is to be maintained for years to come by people other than yourself, using public or internal won’t help, you need to find other approaches to ensure that code is encapsulated and consumed appropriately.

  • SnowPi in F#

    This post is part of the F# Advent Calendar 2020. Many thanks to Sergey Tihon for organizing these. Go checkout the other many and excellent posts.

    SnowPi RGB

    Back in July I got an email from KickStarter about a project for an RGB Snowman that works on Raspberry Pi’s and BBC micro:bits. My daughter loves building things on her micro:bit, and loves all things Christmassy, so I instantly backed it…

    SnowPi RGB

    image from the KickStarter campaign

    A few months later (and now in the proper season) my daughter has had her fun programming it for the micro:bit. Now it is my turn, and I thought it would make a good Christmas post if I could do it in F# and get it running on a Raspberry Pi with .NET Core / .NET.

    Most of my Raspberry Pi programming so far has been with cobbled together Python scripts with little attention for detail or correctness, I’ve never run anything .NET on a Raspberry Pi.

    This is my journey to getting it working with F# 5 / .NET 5 and running on a Raspberry Pi.

    Getting going

    After my initial idea, next came the question, “can I actually do it?”. I took a look at the Python demo application that was created for the SnowPi and saw it used rpi_ws281x, a quick google for “rpi_ws281x .net” and, yep, this looks possible.

    However, that wasn’t to be. I first tried the popular ws281x.Net package from nuget, and despite following the instructions to setup the native dependencies, I managed to get from Seg Fault! to WS2811_ERROR_HW_NOT_SUPPORTED, which seemed to indicate that my RPi 4 wasn’t supported and that I needed to update the native libraries. I couldn’t figure this out and gave up.

    I then tried rpi-ws281x-csharp which looked newer, and even with compiling everything from source, I still couldn’t get it working.

    Getting there

    After some more digging I finally found Ken Sampson had a fork of rpi-ws281x-csharp which looked newer than the once I used before, and it had a nuget package.

    This one worked!

    I could finally interact with the SnowPi from F# running in .NET 5. But so far all I had was “turn on all the lights”.

    Developing

    The problem with developing on a desktop PC and testing on an RPi is that it takes a while to build, publish, copy and test the programs.

    I needed a way to test these easier, so I decided to redesign my app to use Command Objects and decouple the instructions from the execution. Now I could provide an alternate executor for the Console and see how it worked (within reason) without deploying to the Raspberry Pi.

    Types

    As with most F# projects, first, I needed some types.

    The first one I created was the Position to describe in English where each LED was so I didn’t have to think too hard when I wanted to light one up.

    type Position =
        | BottomLeft
        | MiddleLeft
        | TopLeft
        | BottomRight
        | MiddleRight
        | TopRight
        | Nose
        | LeftEye
        | RightEye
        | BottomMiddle
        | MiddleMiddle
        | TopMiddle
        static member All =
            Reflection.FSharpType.GetUnionCases(typeof<Position>)
            |> Seq.map (fun u -> Reflection.FSharpValue.MakeUnion(u, Array.empty) :?> Position)
            |> Seq.toList
    

    The All member is useful when you need to access all positions at once.

    I then created a Pixel record to store the state of a LED (this name was from the Python API to avoid conflicts with the rpi_ws281x type LED), and a Command union to hold each of the commands you can do with the SnowPi:

    type Pixel = {
        Position: Position
        Color : Color
    }
    
    type Command =
        | SetLed of Pixel
        | SetLeds of Pixel list
        | Display
        | SetAndDisplayLeds of Pixel list
        | Sleep of int
        | Clear
    

    Some of the Commands (SetLed vs SetLeds and SetAndDisplayLeds vs SetLeds; Display) are there for convenience when constructing commands.

    Programs

    With these types I could now model a basic program:

    let redNose =
        { Position = Nose
          Color = Color.Red }
    let greenEyeL =
        { Position = LeftEye
          Color = Color.LimeGreen }
    // etc. Rest hidden for brevity
    
    let simpleProgram = [
        SetLeds [ redNose; greenEyeL; greenEyeR ]
        Display
        Sleep 1000
        SetLeds [ redNose; greenEyeL; greenEyeR; topMiddle ]
        Display
        Sleep 1000
        SetLeds [ redNose; greenEyeL; greenEyeR; topMiddle; midMiddle; ]
        Display
        Sleep 1000
        SetLeds [ redNose; greenEyeL; greenEyeR; topMiddle; midMiddle; bottomMiddle; ]
        Display
        Sleep 1000
    ]
    

    This is an F# List with 12 elements, each one corresponding to a Command to be run by something.

    It is quite east to read what will happen, and I’ve given each of the Pixel values a nice name for reuse.

    At the moment nothing happens until the program is executed:

    The execute function takes a list of commands then examines the config to determine which interface to execute it on.

    Both Real and Mock versions of execute have the same signature, so I can create a list of each of those functions and iterate through each one calling it with the cmds arguments.

    let execute config cmds name =
        [
            if config.UseSnowpi then
                Real.execute
            if config.UseMock then
                Mock.execute
        ] // (Command list -> Unit) list
        |> List.iter (fun f ->
            Colorful.Console.WriteLine((sprintf "Executing: %s" name), Color.White)
            f cmds)
    

    The config argument is partially applied so you don’t have to pass it every time:

    let config = createConfigFromArgs argv
    
    let execute = execute config
    
    // I would have used `nameof` but Ionide doesn't support it at time of writing.
    execute simpleProgram "simpleProgram"
    

    Mock

    The “Mock” draws a Snowman on the console, then does a write to each of the “Pixels” (in this case the Cursor is set to the correct X and Y position for each [ ]) in the correct colour using Colorful.Console library to help.

    [<Literal>]
    let Snowman = """
    
        ###############
         #############
          ###########
           #########
       #################
         /           \
        /  [ ]   [ ]  \
       |               |
        \     [ ]     /
         \           /
         /           \
        /     [ ]     \
       / [ ]       [ ] \
      /       [ ]       \
     |  [ ]         [ ]  |
      \       [ ]       /
       \[ ]         [ ]/
        \_____________/
    """
    

    The implementation is quite imperative, as I needed to match the behaviour of the Native library in “Real”. The SetLed and SetLeds commands push a Pixel into a ResizeArray<Command> (System.Collections.Generic.List<Command>) and then a Render command instructs it to iterates over each item in the collection, draws the appropriate “X” on the Snowman in the desired colour, and then clear the list ready for the next render.

    let private drawLed led =
        Console.SetCursorPosition (mapPosToConsole led.Position)
        Console.Write('X', led.Color)
    
    let private render () =
        try
            Seq.iter drawLed toRender
        finally
            Console.SetCursorPosition originalPos
    

    This is one of the things I really like about F#, it is a Functional First language, but I can drop into imperative code whenever I need to. I’ll combe back to this point again later.

    Using dotnet watch run I can now write and test a program really quickly.

    SnowPi simple program

    Real SnowPi

    Implementing the “real” SnowPi turned out to be trivial, albeit imperative.

    Just following the examples from the GitHub repo of the rpi-ws281x-csharp in C# and porting it to F## was enough to get me going with what I needed.

    For example, the following snippet is nearly the full implementation:

    open rpi_ws281x
    open System.Drawing
    
    let settings = Settings.CreateDefaultSettings();
    let controller =
        settings.AddController(
            controllerType = ControllerType.PWM0,
            ledCount = NumberOfLeds,
            stripType = StripType.WS2811_STRIP_GRB,
            brightness = 255uy,
            invert = false)
    
    let rpi = new WS281x(settings)
    
    //Call once at the start
    let setup() =
        controller.Reset();
    
    //Call once at the end
    let teardown() =
        rpi.Dispose()
    
    let private setLeds pixels =
        let toLedTuple pixel =
           (posToLedNumber pixel.Position, pixel.Color)
    
        pixels
        |> List.map toLedTuple
        |> List.iter controller.SetLED
    
    let private render() =
        rpi.Render()
    

    The above snipped gives most of the functions you need to execute the commands against:

    let rec private executeCmd cmd =
        match cmd with
        | SetLed p -> setLeds [p]
        | SetLeds ps -> setLeds ps
        | Display -> render ()
        | SetAndDisplayLeds ps ->
            executeCmd (SetLeds ps)
            executeCmd Display
        | Sleep ms -> System.Threading.Thread.Sleep(ms)
        | Clear -> clear ()
    

    Other Programs

    Just to illustrate composing a few programs, I’ll post a two more, one simple traffic light I created and one I copied from the Demo app in the Python repository:

    Traffic Lights

    This displays the traditional British traffic light sequence. First, by creating lists for each of the pixels and their associated colours (createPixels is a simple helper method). By appending the red and amber lists together, I can combine both red and amber pixels into a new list that will display red and amber at the same time.

    let red =
        [ LeftEye; RightEye; Nose]
        |> createPixels Color.Red
    
    let amber =
        [ TopLeft; TopMiddle; TopRight; MiddleMiddle ]
        |> createPixels Color.Yellow
    
    let green =
        [ MiddleLeft; BottomLeft; BottomMiddle; MiddleRight; BottomRight ]
        |> createPixels Color.LimeGreen
    
    let redAmber =
        List.append red amber
    
    let trafficLights = [
        Clear
        SetAndDisplayLeds green
        Sleep 3000
        Clear
        SetAndDisplayLeds amber
        Sleep 1000
        Clear
        SetAndDisplayLeds red
        Sleep 3000
        Clear
        SetAndDisplayLeds redAmber
        Sleep 1000
        Clear
        SetAndDisplayLeds green
        Sleep 1000
    ]
    
    

    The overall program is just a set of commands to first clear then set the Leds and Display them at the same time, then sleep for a prescribed duration, before moving onto the next one.

    Colour Wipe

    This program is ported directly from the Python sample with a slight F# twist:

    let colorWipe col =
        Position.All
        |> List.sortBy posToLedNumber
        |> List.collect (
            fun pos ->
                [ SetLed { Position = pos; Color = col }
                  Display
                  Sleep 50 ])
    
    let colorWipeProgram = [
        for _ in [1..5] do
            for col in [ Color.Red; Color.Green; Color.Blue; ] do
                yield! colorWipe col
    

    The colorWipe function sets each Led in turn to a specified colour, displays it, waits 50ms, and moves onto the next one. List.collect is used to flatten the list of lists of commands into just a list of commands.

    The colorWipeProgram repeats this 5 times, but each time uses a different colour in the wipe. Whilst it may look imperative, it is using list comprehensions and is still just building commands to execute later.

    Full project

    The entire project is on GitHub here, if you want to have a look at the full source code and maybe even get a SnowPi and try it out.

    Summing up

    The project started out fully imperative, and proved quite hard to implement correctly, especially as I wrote the mock first, and implemented the real SnowPi. The mock was written with different semantics to the the real SnowPi interface, and had to be rewritten a few times.

    Once I moved to using Commands and got the right set of commands, I didn’t have to worry about refactoring the programs as I tweaked implementation details.

    The building of programs from commands is purely functional and referentially transparent. You can see what a program will do before you even run it. This allowed me to use functional principals building up the programs, despite both implementations being rather imperative and side effect driven.

    Going further, if I were to write tests for this, the important part would be the programs, which I could assert were formed correctly, without ever having to render them.

  • Xmas List Parser

    This post is part of the F# Advent Calendar 2019. Many thanks to Sergey Tihon for organizing these.

    Last year I wrote an app for Santa to keep track of his list of presents to buy for the nice children of the world.

    Sadly, the development team didn’t do proper research into Santa’s requirements; they couldn’t be bothered with a trek to the North Pole and just sat at home watching “The Santa Clause” and then reckoned they knew it all. Luckily no harm came to Christmas 2018.

    Good news is, Santa’s been in touch and the additional requirements for this year are:

    1. I don’t want to retype all the bloomin’ letters.
    2. I’d like to send presents to naughty children.

    Raymond Brigg's Father Christmas

    The Problem

    This year I’m going to walk through how you can solve Santa’s problem using something I’ve recently began playing with - FParsec.

    FParsec is parser combinator library for F#.

    I’d describe it as: a library that lets you write a parser by combining functions.

    This is only my second go at using it, my first was to solve Mike Hadlow’s “Journeys” coding challenge. So this might not be the most idiomatic way to write a parser.

    We’ll assume that Santa has bought some off the shelf OCR software and has scanned in some Christmas lists into a text file.

    Example

    
    Alice: Nice
     - Bike
     - Socks * 2
    
    Bobby: Naughty
     - Coal
    
    Claire:Nice
     -Hat
    - Gloves  * 2
     -   Book
    
    Dave : Naughty
    - Nothing
    
    

    As you can see the OCR software hasn’t done too well with the whitespace. We need a parser that is able to parse this into some nice F# records and handle the lack of perfect structure.

    Domain

    When writing solutions in F# I like to model the domain first:

    module Domain =
        type Behaviour = Naughty | Nice
    
        type Gift = {
            Gift: string
            Quantity: int
        }
    
        type Child = {
            Name: string
            Behaviour: Behaviour
            Gifts: Gift list
        }
    

    First the Behaviour is modelled as a discriminated union: either Naughty or Nice.

    A record for the Gift holds the name of a gift and the quantity.

    The Child record models the name of the child, their behaviour and a list of gifts they are getting. The overall output of a successfully parsing the text will be a list of Child records.

    Parsing

    Initially I thought it would be a clever idea to parse the text directly into the domain model. That didn’t work out so, instead I defined my own AST to parse into, then later map that into the domain model.

    type Line =
        | Child of string * Domain.Behaviour
        | QuantifiedGift of string * int
        | SingleGift of string
    

    A Child line represents a child and their Behaviour this year. A QuantifiedGift represents a gift that was specified with a quantity (e.g. “Bike * 2”) and a SingleGift represents a gift without a quantity.

    Modelling this way avoids putting domain logic into your parser - for example, what is the quantity of a single gift? It might seem trivial, but the less the parser knows about your domain the easier it is to create.

    Before we get into the actual parsing of the lines, there’s a helper I added called wsAround:

    open FParsec
    
    let wsAround c =
        spaces >>. skipChar c >>. spaces
    

    This is a function that creates a parser based on a single character c and allows the character c to be surrounded by whitespace (spaces function). The skipChar function says that I don’t care about parsing the value of c, just that c has to be there. I’ll go into the >>. later on, but it is one of FParsec’s custom operators for combining parsers.

    So wsAround ':' lets me parse : with potential whitespace either side of it.

    It can be used as part of parsing any of the following:

    a : b
    a:b
    a:    b
    

    And as the examples above show, there are a few places where we don’t care about whitespace either side of a separator:

    • Either side of the : separating the name and behaviour.
    • Before/after the - that precedes either types of gift.
    • Either side of the * for quantified gifts.

    Parsing Children

    A child line is defined as “a name and behaviour separated by a :”.

    For example: Dave : Nice

    And as stated above, there can be any amount (or none) of whitespace around the :.

    The pName function defines how to parse a name:

    let pName =
        let endOfName = wsAround ':'
        many1CharsTill anyChar endOfName |>> string
    

    many1CharsTill is a parser that runs two other parsers. The first argument is the parser it will look for “many chars” from, the second argument is the parser that tells it when to stop.

    Here it parses any character using anyChar until it reaches the endOfName parser, which is a function that looks for : with whitespace around it.

    The result of the parser is then converted into a string using the |>> operator.

    The pBehaviour function parses naughty or nice into the discriminated union:

    let pBehaviour =
        (pstringCI "nice" >>% Domain.Nice)
        <|>
        (pstringCI "naughty" >>% Domain.Naughty)
    

    This defines 2 parsers, one for each case, and uses the <|> operator to choose between them. pstringCI "nice" is looking to parse the string nice case-insensitive and then the >>% operator discards the parsed string and just returns Domain.Nice.

    These 2 functions are combined to create the pChild function that can parse the full line of text into a Child line.

    let pChild =
        let pName = //...
        let pBehaviour = //...
    
        pName .>>. pBehaviour |>> Child
    

    pName and pBehaviour are combined with the .>>. operator to create a tuple of each parsers result, then the result or that is passed to the Child line constructor by the |>> operator.

    Parsing Gifts

    Both gifts make use of the startOfGiftName parser function:

    let startOfGiftName = wsAround '-'
    

    A single gift is parsed with:

    let pSingleGift =
        let allTillEOL = manyChars (noneOf "\n")
        startOfGiftName >>. allTillEOL |>> SingleGift
    

    The allTillEOL function was taken from this StackOverflow answer and parses everything up to the end of a line.

    This is combined with startOfGiftName using the >>. operator, which is similar to the .>>. operator, but in this case I only want the result from the right-hand side parser - in this case the allTillEOL, this is then passed into the SingleGift union case constructor.

    A quantified gift is parsed with:

    let pQuantifiedGift =
        let endOfQty = wsAround '*'
        let pGiftName =
            startOfGiftName >>. manyCharsTill anyChar endOfQty
        pGiftName .>>. pint32 |>> QuantifiedGift
    

    This uses endOfQty and pGiftName combined in a similar way to the pName in pChild. Parsing all characters up until the * and only keeping the name part.

    pGiftName is combined with pint32 with the .>>. function to get the result of both parsers in a tuple and is fed into the QuantifiedGift union case.

    Putting it all together

    The top level parser is pLine which parses each line of the text into one of the cases from the Line discriminated union.

    let pLine =
        attempt pQuantifiedGift
        <|>
        attempt pSingleGift
        <|>
        pChild
    

    This uses the <|> that was used for the Behaviour, but it also requires the attempt function before the first two parsers. This is because these parsers consume some of the input stream as they execute. Without the attempt it would start on a quantified gift, then realise it is actually a single gift and have no way to go into the next choice. Using attempt allows the parser to “rewind” when it has a problem - like a quantified gift missing a *.

    If you want to see how this works, you need to decorate your parser functions with the <!> operator that is defined here. This shows the steps the parser takes and allows you to see that it has “gone the wrong way”.

    Finally a helper method called parseInput is used to parse the entire file:

    let parseInput input =
        run (sepBy pLine newline) input
    

    This calls the run function passing in a sepBy parser for each pLine separated by a newline. This way each line is processed on it’s own.

    That is the end of the parser module.

    Mapping to the Domain

    The current output of parseInput is a ParserResult<Line list, unit>. Assuming success there is now a list of Line union cases that need to be mapped into a list of Child from the domain.

    These have separate structures:

    • A Child record is hierarchical - it contains a list of Gifts.
    • The list of Lines has structure defined by the order of elements, Gifts follow the Child they relate to.

    Initially I thought about using a fold to go through each line, if the line was a child, add a child to the head of the results, if the line was a gift add it to the head of the list of gifts of the first child in the list, this was the code:

    let folder (state: Child list) (line : Line) : Child list =
    
        let addGift nm qty =
            let head::tail = state
            let newHead = { head with Gifts = {Gift = nm; Quantity = qty; } :: head.Gifts; }
            newHead :: tail
    
        match line with
        | Child (name, behaviour) -> { Name = name; Behaviour = behaviour; Gifts = []; } :: state
        | SingleGift name -> addGift name 1
        | QuantifiedGift (name, quantity) -> addGift name quantity
    

    This worked, but because F# lists are implemented as singly linked lists you add to the head of the list instead of the tail. This had the annoying feature that the Child items were revered in the list - not so bad, but then the list of gifts in each child was backwards too. I could have sorted both lists, but it would require recreating the results as the lists are immutable and I wanted to keep to idiomatic F# as much as I could.

    A foldBack on the other hand works backwards “up” the list, which meant I could get the results in the order I wanted, but there was a complication. When going forward, the first line was always a child, so I always had a child to add gifts to. Going backwards there is just gifts until you get to a child, so you have to maintain a list of gifts, until you reach a child line, then you can create a child assign the gifts, then clear the list.

    This is how I implemented it:

    module Translation =
    
        open Domain
        open Parser
    
        let foldLine line state = //Line -> Child list * Gift list -> Child list * Gift list
    
            let cList, gList = state
    
            let addChild name behaviour =
                { Name = name; Behaviour = behaviour; Gifts = gList; } :: cList
    
            let addGift name quantity =
                { Gift = name; Quantity = quantity; } :: gList
    
            match line with
            | Child (name, behaviour) -> addChild name behaviour, []
            | SingleGift name -> cList, addGift name 1
            | QuantifiedGift (name, quantity) -> cList, addGift name quantity
    

    The state is a tuple of lists, the first for the Child list (the result we want) and the second for keeping track of the gifts that are not yet assigned to children.

    First this function deconstructs state into the child and gift lists - cList and gList respectively.

    Next I’ve declared some helper functions for adding to either the Child or Gift list:

    • addChild creates a new Child with the Gifts set to the accumulated list of Gifts (gList) and prepends it onto cList.
    • addGift creates a new Gift and prepends it onto gList.

    Then the correct function is called based on the type of Line.

    • Children return a new Child list with a Empty Gift list.
    • The gifts return the existing Child list, with the current item added to the Gift list.

    The overall result is a tuple of all the Child records correctly populated, and an empty list of Gift records, as the last item will be the first row and that will be a Child.

    let mapLinesToDomain lines = //ParserResult<Line list, unit> -> Child list
        let initState = [],[]
    
        let mapped =
            match lines with
            | Success (lines, _, _) -> Seq.foldBack foldLine lines initState
            | Failure (err, _, _) -> failwith err
    
        fst mapped
    

    Finally, the output of parseInput can be piped into mapLinesToDomain to get the Child list we need:

    let childList =
        Parser.parseInput input  //Input is just a string from File.ReadAllText
        |> Translation.mapLinesToDomain
    

    Summing up

    I really like how simple parsers can be once written, but it takes some time to get used to how they work and how you need to separate the parsing and domain logic.

    My main pain points were:

    • Trying to get the domain model in the parser - adding Gifts to Children, setting default quantity to 1, etc resulted in a lot of extra code. Once I stopped this and just focussed on mapping to the AST it was much simpler. Another benefit was not having to map things into Records, just using tuples and discriminated unions allowed a much cleaner implementation.
    • Not knowing about using attempt, I just assumed <|> worked like pattern matching, turns out, it doesn’t.

    I made heavy use of the F# REPL and found it helped massively as I worked my way through writing each parser and then combining them together. For example, I first wrote the Behaviour parser and tested it worked correctly on just “Naughty” and “Nice”. Then I wrote a parser for the Child’s name and : and tested it on “Dave : Nice”, but only getting the name. Then I could write a function to combine the two together and check that the results were correct again. The whole development process was done this way, just add a bit more code, bit more example, test in the REPL and repeat.

    The whole code for this is on GitHub - it is only 115 lines long, including code to print the list of Children back out so I could see the results.

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