Where is Ruby Headed in 2021?
Back-End ConferencesWhere is the Ruby language headed? At RubyConf 2021, the presentations on the language focused on type checks and performance—where performance can be subdivided...
Every decade at the longest, the software development industry undergoes significant technological shifts, and these shifts make it difficult to keep delivering maintainable software. New technologies solve a lot of problems for users and developers alike, whether it’s new platforms (the web, mobile, wearables, VR), new programming language paradigms (new static type systems, concurrency models, and runtimes), or new deployment options (virtualization, containerization, serverless functions). But there is one major problem that, far from solving, new technologies actually make worse: the problem of figuring out how to write maintainable software.
Specifically, how can you prevent the seemingly-inevitable descent of a codebase into problems like fragility (where changes cause unexpected things to break), rigidity (where small adjustments force much larger changes), or incomprehensibility (where you can’t understand the code to be able to change it)? How can you onboard new developers to your team due to growth or turnover, ensuring they understand the code well enough to be productive—especially when the technology is new to them or new to everyone?
Now, it’s not that writing maintainable software is impossible in newer technologies—but there are forces that make it difficult. Whatever benefits a technology might bring, it’s always possible to make a mess; there hasn’t been a technology yet that can completely prevent that. And new technologies’ documentation generally doesn’t explain how to apply software design techniques comprehensively. Instead, documentation focuses on explaining (1) why developers should use this technology and (2) how they can get it working.
Technology creators’ priority isn’t and can’t be explaining software maintainability practices. Instead, it’s other people who create resources to explain software design and architecture principles—and these resources are created within a specific historical context that doesn’t necessarily translate to new technologies. For example, what good are the classic object-oriented design principles when you’re working in a technology that doesn’t have objects? There are some principles in classic software design materials that do apply to newer technologies, but it can be challenging to identify which principles transfer and which don’t. It’s not realistic to expect authors to have foreseen future technologies and taken them into account as they wrote. Even if they did, there was no pressing need for those authors to emphasize which of their points was more likely to apply to that imagined future technology. And if you’re a newer developer attempting to read a software design book written in an older technology you haven’t used, you face a major obstacle. You would need to put some amount of effort into learning that book’s technology in the hope that some software design principles from that book transfer to your context. Few of us have the energy to expend that much effort with that little uncertainty about the payoff.
So as new technologies steadily emerge, how can you keep writing maintainable software? This has been the main question I’ve asked myself for the past six years as I’ve studied, tried out, and worked within a number of different languages and platforms. As I’ve done so, one particular principle of maintainable software design has risen to the top. I’ve seen this principle work across so many technologies that I’m confident in adopting it as my default approach to any technology I work in. The reason this principle applies so broadly is that it’s squarely focused on addressing this universal need: keeping your software maintainable.
This universal software design principle goes by different names: incremental design, evolutionary design, emergent design, simple design. What the principle states is that you will achieve the best design if you:
How can you build a system that is flexible enough to handle such continual change, flexible enough that the software design itself is changing? By thoroughly covering it with automated tests so you can make changes safely, and by making changes in small refactoring steps that keep the system running the whole time.
Evolutionary design helps you avoid veering off the road into either of two ditches. On one side, your software can fall into under-design or no design: once you get the code working you immediately move on without further thought. If a new feature doesn’t fit into the existing code very well, you hack it in with complex conditional logic until it works. The problem with under-design is that its costs compound over time. Every time you put in a hack, it increases the likelihood that the next feature will not fit well either, necessitating an even bigger hack. The codebase turns into a “big ball of mud.” And if you had any hopes of adding tests to understand the behavior and prevent regressions, each hack makes writing tests harder as well.
If you want to try to avoid under-design, the other ditch your software can fall into is over-design or premature design. You try to think through everything in the code that could change someday, and you make a configuration option or extension point for each. But you can’t predict the future perfectly, so some of your guesses will be wrong: some of your configuration points won’t be needed and will add indirection without benefit, and other changes will be needed that don’t have a configuration point so that you’ll still need hacks.
Evolutionary design avoids the dilemma of having to choose between under-design and over-design. You build an excellent design for today, and you adjust it to new requirements tomorrow.
Now, if you’re an experienced software designer you may be thinking I’m leaving out something essential. You may be asking yourself “isn’t object-oriented design necessary to accomplish this?” Or “doesn’t a good type system make this easier?” Or “aren’t you forgetting test-driven development?” Although all of these techniques and more can be helpful to achieving evolutionary design, none is essential. For example:
If you have a particular collection of the above techniques that you think are essential, I’m not asking you to give them up: I’m encouraging you to shift how you think about them. If your goal is to practice evolutionary design, think of each technique as a means to an end. This mindset opens you up to the possibility that the ideal set of techniques might be different for different individuals, different teams, different platforms, different business domains, or at different times. Separating the end (evolutionary design) from the means allows us to find more common ground and learn from one another to drive the practice of evolutionary design forward.
Distinguishing the means from the end has been the bulk of my professional journey for the past six years. I first learned about evolutionary design in the Ruby world, where dynamic typing, object-oriented design, and test-driven development were paramount. The message I got, explicitly or implicitly, was that those techniques are an essential part of evolutionary design. But since that time I’ve seen from additional perspectives: I’ve seen how static typing helps to communicate APIs to large teams, how React.js’s function-based API provides its own kind of flexibility, and how test-driven development is more costly for some types of programs and some types of programmers. In those situations I found that the specific techniques weren’t the essential thing I was reaching for; instead, the essential was “how can I evolve my code over time with confidence?”
Whenever a new software technology is introduced, there will be utopians who claim that it guarantees code that is maintainable without any design effort needed. There will also be fatalists who argue that it prevents good software design altogether. (If these sound like exaggerations, take half an hour to read the comments on the tech news social media site of your choice!) Unsurprisingly, neither of these extremes is correct. Instead, new technologies challenge our conceptions of what is “essential” in software design, so that something we previously thought was “the whole thing” becomes just one possible tool. At their best, new technologies provide innovative software design tools that bend the curve of what’s possible in our code, giving us more benefits for less cost. But ultimately we developers are the ones at the wheel of our projects and responsible to steer. Will we veer off the road into under-design and get stuck in a big ball of mud? Or into over-design and getting stuck in a cumbersome structure? Or will we write code that is flexible so we can adjust it to handle whatever the future brings?
If you’re interested in the practice of evolutionary design, where do you go from here? Just hearing about the concept of evolutionary design isn’t enough to equip you to do it–there is a lot more to learn and to unlearn. Unfortunately, as I mentioned earlier, most writing about evolutionary design also includes a lot more specifics beyond the essentials. At Big Nerd Ranch we’re exploring this topic and are considering developing more resources. If you’re interested in getting more resources from us, let us know!
In the meantime, classic books on evolutionary design are still your best bet—just don’t feel the pressure to accept all the specifics they advocate. I’d recommend starting with Refactoring, Second Edition by Martin Fowler—the first two chapters in particular are an excellent survey of and argument for evolutionary design. If you’re already familiar with the literature on evolutionary design, and you feel like you’re the only one in your current technology stack who is, don’t be discouraged. Instead, look for ways to apply these principles yourself, then show others—once you’ve put in the work, others may see the benefits and get interested. You might consider rereading those classic books, not so much to learn new things as to separate specific techniques you’ve used in one ecosystem from the general principles that can apply anywhere.
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