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The Open-Closed Principle - Part 1 - The Origin...

The Open-Closed Principle - Part 1 - The Original Version

The Open-Closed Principle - Part 1 - The Original Version.

Keywords: "open closed principle", "ocp", "bertrand meyer", "object oriented programming", "object oriented inheritance", "class inheritance", "implementation inheritance"

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Philip Schwarz

October 15, 2015
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  1. Tension Between known needs of today changes that will arrive

    in the future Sandi Metz The Fundamental Target of Design
  2. 1999 3rd Apr 2014 @KentBeck design is irrelevant for today.

    it only matters when we want to change the software... @KentBeck change is the only reason to organize software at all… Kent Beck
  3. Let’s examine software qualities that enable ease of change Look

    for definitions in ISO 9126 Projects sometimes fail due to not having any clear definitions of "success” This standard tries to develop a common understanding of project objectives and goals, e.g. software qualities
  4. Software is Reliabile if it can maintain a specific level

    of performance under specific usage conditions
  5. in our setting… In particular, we are interested in preserving

    reliability in the face of change Software is Reliabile if it can perform the required functions without failing
  6. Analysability Maintainability Changeability Stability Testability Software is Analysable if you

    can • diagnose it for § deficiencies § causes of failure • identify the parts to be modified “Analysability is basically the ability to understand software”
  7. Analysability Maintainability Changeability Stability Testability Software is changeable if it

    allows you to • implement a specific modification • add, modify, or enhance a feature at a reasonable cost “almost all Design Patterns are geared towards increasing design’s changeability”
  8. Analysability Maintainability Changeability Stability Testability “Software is flexible if you

    can add/enhance functionality purely by adding software units and specifically not by modifying existing software units” Flexibility a special case of changeability
  9. Changeability Behavioural changes that are introduced by modifying existing production

    code Changeability is a desirable quality, but it relies on Change by Modification Change by Modification “The less I ever modify a class, the higher the probability that it will remain free of defects” Modifications carry the risk of introducing defects, and the necessary cost of avoiding them: testing, code reviewing, etc.
  10. Behavioural changes that are introduced by modifying existing production code

    Change by Modification Change by Addition Behavioural changes that are introduced by adding new production code instead of modifying existing code Contrast Change by Addition avoids (risky) modifications altogether with
  11. Changeability Change by Addition Change by Modification Changeability does not

    take a stand point with regards to the way a specified modification is implemented Flexibility In contrast, Flexibility does take this stand point and requires that no modifications are made
  12. Analysability Maintainability Changeability Stability Testability Software is Stable if it

    avoids unexpected effects when modified “I advocate the practice to avoid modifying existing code but preferably add features or modify existing ones by other means” Flexibility “any change to existing software carries a risk of introducing defects”
  13. Question: how do we promote flexibility, reliability and stability in

    our software? Analysability Maintainability Changeability Stability Testability Flexibility Reliability
  14. Answer: we favour ‘Change by Addition’ over ‘Change by Modification’

    Changeability Stability Flexibility Reliability Change by Modification Change by Addition - + - +
  15. I cover techniques that focus on flexibility Christensen if you

    require that s/w can adapt to changing requirements without modifying the production code then you need to employ a SPECIAL set of design and programming techniques as well as adopt a SPECIAL mindset
  16. “Another way of characterising Change by Addition that you may

    come across is the Open Closed Principle” How do we achieve ? Change by Addition
  17. The Open-Closed Principle Modules should be both open and closed

    Bertrand Meyer Object Oriented Software Construction The most comprehensive, definitive OO reference ever published 1988
  18. The contradiction is only apparent The two terms correspond to

    goals of a different nature e.g. a Dutch door can be both OPEN and CLOSED It is a
  19. A module is said to be OPEN if it is

    still available for extension or add fields to its data structures Data Structures fields + operations e.g. it should be possible to expand its set of operations
  20. A module is said to be CLOSED If it is

    available for use by other modules Has a well-defined, stable description (its interface – in information hiding sense) public part secret part interface 1 can be compiled, stored in a library, and made available for clients to use 2 in the case of a design or specification module: • approved • baselined in version control • its interface published for benefit of other module authors 3
  21. OPEN if it is still available for extension CLOSED If

    it is available for use by other modules Recap – A module is…
  22. It is impossible to foresee all the elements that a

    module will need in its lifetime X The need for ness so developers wish to keep the module open for as long as possible so that they can address changes, and extensions by changing elements or adding new elements
  23. The need for ness if a module is never closed

    until it is certain that it contains all the needed features x every developer would always be waiting for completion of another developer's job then multi-module s/w can never reach completion x in a system consisting of many modules, most modules will depend on some others but it is also necessary to close modules
  24. Modules should be both open and closed We want modules

    to be both for extension and for modification
  25. either you keep a module open and others cannot use

    it yet and any change or extension can trigger a painful chain reaction of changes or you close it in many other modules which relied on the original module directly or indirectly
  26. A B C D E A module and its clients

    A’ F G H I New clients which need A’, an adapted or extended version of A Typical situation where the needs for Open and Closed modules are hard to reconcile = client of
  27. A B C D E A F G H I

    Solution 1
  28. A B C D E A F G H I

    Solution 1
  29. A B C D E A’ F G H I

    Solution We have taken a copy of A and modified it, turning it into the desired A’
  30. Solution Meyer’s Assessment the consequences are appalling an explosion of

    variants of the original module, many of them very similar, but never quite identical if you extrapolate its effects to • many modules • many modification requests • a long period of time
  31. Solution (Source tree copy) Christensen’s Assessment Probably the main reason

    it is encountered so often in practice Easy to explain to colleagues & new developers No implementation interference X
  32. Solution (Source tree copy) Christensen’s Assessment Quick but very dangerous

    In the long run it is often a real disaster… The solution has severe limitations.
  33. Solution (Source tree copy) Christensen’s Assessment when you want to

    add/modify logic you have to: • Do it for each source tree • Write the same test cases for each source tree you have to do it in each source tree when you need to remove a defect
  34. DRIFT Practice shows that over time the source trees evolve

    into completely different directions: they drift apart. After a while it is more or less like maintaining a set of completely different applications At that point, before you do any of the operations, you have to first analyse each source tree!!
  35. Used in airports to generate reports of local weather one

    variant for each airport in Denmark init and config code Example SAWOS - Semi Automatic Weather Observation System 8 copies!!!
  36. That was Meyer’s first unsatisfactory solution to the problem of

    making modules both OPEN and CLOSED Let’s turn to the second one
  37. A B C D E A’ F G H I

    A module and its clients New clients which need A’, an adapted or extended version of A = client of Problem
  38. Solution 2 A B C D E A’ F G

    H I Change by Modification
  39. A+ B C D E A’ F G H I

    We have modified A into A+, which can switch between two modes of execution In one mode it behaves like A, and in the other it behaves as expected of A’ Solution
  40. A+ B C D E A’ F G H I

    We have modified A into A+, which can switch between two modes of execution In one mode it behaves like A, and in the other it behaves as expected of A’ Solution
  41. A+ B C D E A’ F G H I

    if (variant == VARIANT_1) then { …. } else { …. } At points of variation, A+ looks like this: We have modified A into A+, which can switch between two modes of execution In one mode it behaves like A, and in the other it behaves as expected of A’ Alternatively, this can be a switch Solution
  42. A+ B C D E A’ F G H I

    Solution – Meyer’s Assessment
  43. A+ B C D E A’ F G H I

    The potential for disaster is obvious: changes to A may invalidate the assumptions on the basis of which the old clients used A. So the changes may start a dramatic series of changes in clients, client of clients....etc Solution – Meyer’s Assessment
  44. A+ A’ F G H I Solution – Meyer’s Assessment

    The potential for disaster is obvious: changes to A may invalidate the assumptions on the basis of which the old clients used A. So the changes may start a dramatic series of changes in clients, client of clients....etc B C E D this is a nightmare for the proj. mgr. the system regresses and several modules have to be re- opened for dev/test/debug/documentation
  45. Even though the Change solution has this problematic ripple effect,

    it is still better than the Copy solution. On the surface, the copy solution seems better because it avoids the ripple effect of change but in fact it may even be more catastrophic…it only postpones the day of reckoning We saw earlier the risks of an explosion of variants, many of them very similar, but never quite identical: Solution – Meyer’s Assessment solution solution
  46. Solution (Parametric solution) Christensen’s Assessment Conditionals are easy to understand.

    So approach is easy to describe to other developers. Avoids Multiple Maintenance Problem Only one code base to maintain solution solution
  47. Liabilities, most of which deal with long term maintainability Change

    by Modification Reliability Concerns – solution relies on with risk of introducing new defects Analysability concerns – as more and more requirements are handled by parameter switching, the code becomes less easy to analyse … Responsibility erosion – the software has, without much notice, been given an extra responsibility drives towards Procedural Design Blob aka God Class Solution (Parametric solution) Christensen’s Assessment
  48. A reasonable approach at first, but one with serious problems

    for applications that need to grow over time Solution (Switches) Shalloway’s Assessment Not too bad as long as you just keep adding cases… 2004
  49. but soon you need to introduce fall-throughs… …and then the

    switches are not as nice as they used to be
  50. Eventually you need to start adding variations within a case.

    I like to call this switch The flow of the switches themselves becomes confusing, hard to read, hard to decipher. When a new case comes in the programmer must find every place it can be involved (often finding all but one of them). Suddenly things get bad in a hurry.
  51. Analysability Stability Reliability solution - - - Summary Analysability Stability

    Reliability solution - - - With non-OO methods, there are only only 2 solutions available to us, BOTH UNSATISFACTORY multiple maintenance problem Change by Modification CHANGE COPY
  52. If non-OO methods are all we have, then Meyer says

    we face a change or copy dilemma CHANGE COPY
  53. A B C D E A’ F G H I

    So how can we have modules that are both and ? How can we keep A and everything in the top part of the figure unchanged, … …while providing A’ to the bottom clients, and avoiding duplication of software?
  54. A B C D E A’ F G H I

    With the OO concept of inheritance Inheritance allows us to get out of the CHANGE OR COPY dilemma… …because inheritance allows us to define a new module A' in terms of an existing module A, …by stating only the differences between the two A’ defines new features, and redefines (i.e. modifies) one or more of A’s features inherits from Change by Addition
  55. Thanks to inheritance, OO developers can adopt a much more

    incremental approach to software development than used to be possible with earlier methods OO inheritance
  56. Hacking = Slipshod approach to building and modifying code Slipshod

    = Done poorly or too quickly; careless. The Hacker may seem bad but often his heart is pure.
  57. He sees a useful piece of software, which is almost

    able to address the needs of the moment, more general than the software’s original purpose. Hacker Spurred by a laudable desire not to redo what can be reused, our hacker starts modifying the original to add provisions for new cases solution
  58. The impulse is good but the effect is often to

    pollute the software with many clauses of the form if that_special_case then… if (<special case D>) then … if (<special case C>) then … if (<special case B>) then … if (<special case A>) then … switch
  59. so that after a few rounds of hacking, perhaps by

    different hackers, the software starts resembling a chunk of Swiss cheese that has been left outside for too long in August – it has both holes and growth Hacking
  60. Open-Closed Principle = One way to describe the OCP and

    the consequent OO techniques is to think of them as organised hacking Hacking The organised form of hacking will enable us to cater to the variants without affecting the consistency of the original version. Inheritance Change by Modification Change by Addition
  61. if you have control over original s/w and can rewrite

    it so that it will address the needs of several kinds of clients …you should do so Caveats at no extra complication
  62. The OCP principle and associated techniques are intended for the

    adaptation of healthy modules If there is something wrong with a module you should fix it… …not leave the original alone and try to correct the problem in the derived module Derived Base neither OCP nor redefinition in inheritance is a way to address design flaws, let alone bugs Design Flaw
  63. Question: how do we promote flexibility, reliability and stability in

    our software? Analysability Maintainability Changeability Stability Testability Flexibility Reliability
  64. Answer: we favour ‘Change by Addition’ over ‘Change by Modification’

    Changeability Stability Flexibility Reliability Change by Modification Change by Addition - + - +
  65. How do we achieve ? Change by Addition which uses

    OO inheritance Inheritance We apply the Open-Closed Principle
  66. multiple maintenance problem Change by Modification CHANGE solution COPY solution

    Hacker Change by Addition OCP solution Chooses Chooses switch