gutter 0.5.0

Client to gutter feature switches backend

.. image:: https://api.travis-ci.org/disqus/gutter.png?branch=master
:target: http://travis-ci.org/disqus/gutter

Gutter
------

**NOTE:** This repo is the client for Gargoyle 2, known as "Gutter". It does not work with the existing `Gargoyle 1 codebase <https://github.com/disqus/gargoyle/>`_.

Gutter is feature switch management library. It allows users to create feature switches and setup conditions those switches will be enabled for. Once configured, switches can then be checked against inputs (requests, user objects, etc) to see if the switches are active.

For a UI to configure Gutter with see the `gutter-django project <https://github.com/disqus/gutter-django>`_

Table of Contents
=================

* Configuration_
* Setup_
* Arguments_
* `Switches`_
* `Conditions`_
* `Checking Switches as Active`_
* Signals_
* Namespaces_
* Templates_
* Decorators_
* `Testing Utilities`_

Configuration
=============

Gutter requires a small bit of configuration before usage.

Choosing Storage
~~~~~~~~~~~~~~~~

Switches are persisted in a ``storage`` object, which is a `dict` or any object which provides the ``types.MappingType`` interface (``__setitem__`` and ``__getitem__`` methods). By default, ``gutter`` uses an instance of `MemoryDict` from the `durabledict library <https://github.com/disqus/durabledict>`_. This engine **does not persist data once the process ends** so a more persistent data store should be used.

Autocreate
~~~~~~~~~~

``gutter`` can also "autocreate" switches. If ``autocreate`` is enabled, and ``gutter`` is asked if the switch is active but the switch has not been created yet, ``gutter`` will create the switch automatically. When autocreated, a switch's state is set to "disabled."

This behavior is off by default, but can be enabled through a setting. More on "settings" below.

Configuring Settings
~~~~~~~~~~~~~~~~~~~~

To change the ``storage`` and/or ``autocreate`` settings, simply import the settings module and set the appropriate variables:

.. code:: python

from gutter.client.settings import manager as manager_settings
from durabledict.dict import RedisDict
from redis import RedisClient

manager_settings.storage_engine = RedisDict('gutter', RedisClient()))
manager_settings.autocreate = True

In this case, we are changing the engine to durabledict's ``RedisDict`` and turning on ``autocreate``. These settings will then apply to all newly constructed ``Manager`` instances. More on what a ``Manager`` is and how you use it later in this document.

Setup
=====

Once the ``Manager``'s storage engine has been configured, you can import gutter's default ``Manager`` object, which is your main interface with ``gutter``:

.. code:: python

from gutter.client.default import gutter

At this point the ``gutter`` object is an instance of the ``Manager`` class, which holds all methods to register switches and check if they are active. In most installations and usage scenarios, the ``gutter.client.gutter`` manager will be your main interface.

Using a different default Manager
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

If you would like to construct and use a different default manager, but still have it accessible via ``gutter.client.gutter``, you can construct and then assign a ``Manager`` instance to ``settings.manager.default`` value:

.. code:: python

from gutter.client.settings import manager as manager_settings
from gutter.client.models import Manager

manager_settings.default = Manager({}) # Must be done before importing the default manager

from gutter.client.default import gutter

assert manager_settings.default is gutter

.. WARNING::

:warning::warning:
Note that the ``settings.manager.default`` value must be set **before** importing the default ``gutter`` instance.
:warning::warning:

Arguments
=========

The first step in your usage of ``gutter`` should be to define your arguments that you will be checking switches against. An "argument" is an object which understands the business logic and object in your system (users, requests, etc) and knows how to validate, transform and extract variables from those business objects for ``Switch`` conditions. For instance, your system may have a ``User`` object that has properties like ``is_admin``, ``date_joined``, etc. To switch against it, you would then create arguments for each of those values.

To do that, you construct a class which inherits from ``gutter.client.arguments.Container``. Inside the body of the class, you create as many class variable "arguments" that you need by using the ``gutter.client.arguments`` function.

.. code:: python

from gutter.client import arguments

from myapp import User

class UserArguments(arguments.Container):

COMPATIBLE_TYPE = User

name = arguments.String(lambda self: self.input.name)
is_admin = arguments.Boolean(lambda self: self.input.is_admin)
age = arguments.Value(lambda self: self.input.age)

There are a few things going on here, so let's break down what they all mean.

1. The ``UserArgument`` class is subclassed from ``Container``. The subclassing is required since ``Container`` implements some of the required API.
2. The class has a bunch of class variables that are calls to ``arguments.TYPE``, where ``TYPE`` is the type of variable this argument is. At present there are 3 types: ``Value`` for general values, ``Boolean`` for boolean values and ``String`` for string values.
3. ``arguments.TYPE()`` is called with a callable that returns the value. In the above example, we'll want to make some switches active based on a user's ``name``, ``is_admin`` status and ``age``.
4. Those ``argument``s return the actual value, which is derefenced from ``self.input``, which is the input object (in this case a ``User`` instance).
5. ``Variable`` objects understand ``Switch`` conditions and operators, and implement the correct API to allow themselves to be appropriately compared.
6. ``COMPATIBLE_TYPE`` declares that this argument only works with ``User`` instances. This works with the default implementation of ``applies`` in the base argument that checks if the ``type`` of the input is the same as ``COMPATIBLE_TYPE``.

Since constructing arguments that simply reference an attribute on ``self.input`` is so common, if you pass a string as the first argument of ``argument()``, when the argument is accessed, it will simply return that property from ``self.input``. You must also pass a ``Variable`` to the ``variable=`` kwarg so gutter know what Variable to wrap your value in.

.. code:: python

from gutter.client import arguments

from myapp import User

class UserArguments(Container):

COMPATIBLE_TYPE = User

name = arguments.String('name')
is_admin = arguments.Boolean('name')
age = arguments.Value('name')


Rationale for Arguments
~~~~~~~~~~~~~~~~~~~~~~~

You might be asking, why have these ``Argument`` objects at all? They seem to just wrap an object in my system and provide the same API. Why can't I just use my business object **itself** and compare it against my switch conditions?

The short answer is that ``Argument`` objects provide a translation layer to translate your business objects into objects that ``gutter`` understands. This is important for a couple reasons.

First, it means you don't clutter your business logic/objects with code to support ``gutter``. You declare all the arguments you wish to provide to switches in one location (an Argument) whose single responsibility it to interface with ``gutter``. You can also construct more savvy Argument objects that may be the combination of multiple business objects, consult 3rd party services, etc. All still not cluttering your main application code or business objects.

Secondly, and most importantly, Arguments return ``Variable`` objects, which ensure ``gutter`` conditions work correctly. This is mostly relevant to the percentage-based operators, and is best illustrated with an example.

Imagine you have a ``User`` class with an ``is_vip`` boolean field. Let's say you wanted to turn on a feature for only 10% of your VIP customers. To do that, you would write a condition that says, "10% of the time when I'm called with the variable, I should be true." That line of code would probably do something like this:

.. code:: python

return 0 <= (hash(variable) % 100) < 10

The issue is that if ``variable = True``, then ``hash(variable) % 100`` will always be the same value for **every** ``User`` with ``is_vip`` of ``True``:

.. code:: python

>>> hash(True)
1
>>> hash(True) % 100
1

This is because in Python `True` objects always have the same hash value, and thus the percentage check doesn't work. This is not the behavior you want.

For the 10% percentage range, you want it to be active for 10% of the inputs. Therefore, each input must have a unique hash value, exactly the feature the ``Boolean`` variable provides. Every ``Variable`` has known characteristics against conditions, while your objects may not.

That said, you don't absolutely **have** to use ``Variable`` objects. For obvious cases, like ``use.age > some_value`` your ``User`` instance will work just fine, but to play it safe you should use ``Variable`` objects. Using ``Variable`` objects also ensure that if you update ``gutter`` any new ``Operator`` types that are added will work correctly with your ``Variable``s.

Switches
============================================

Switches encapsulate the concept of an item that is either 'on' or 'off' depending on the input. The swich determines its on/off status by checking each of its ``conditions`` and seeing if it applies to a certain input.

Switches are constructed with only one required argument, a ``name``:

.. code:: python

from gutter.client.models import Switch

switch = Switch('my cool feature')

Switches can be in 3 core states: ``GLOBAL``, ``DISABLED`` and ``SELECTIVE``. In the ``GLOBAL`` state, the Switch is enabled for every input no matter what. ``DISABLED`` Switches are not **disabled** for any input, no matter what. ``SELECTIVE`` Switches enabled based on their conditions.

Switches can be constructed in a certain state or the property can be changed later:

.. code:: python

switch = Switch('new feature', state=Switch.states.DISABLED)
another_switch = Switch('new feature')
another_switch.state = Switch.states.DISABLED

Compounded
~~~~~~~~~~

When in the ``SELECTIVE`` state, normally only one condition needs be true for the Switch to be enabled for a particular input. If ``switch.compounded`` is set to ``True``, then **all** of the switches conditions need to be true in order to be enabled::

switch = Switch('require alll conditions', compounded=True)

Heriarchical Switches
~~~~~~~~~~~~~~~~~~~~~

You can create switches using a specific hierarchical naming scheme. Switch namespaces are divided by the colon character (":"), and hierarchies of switches can be constructed in this fashion:

.. code:: python

parent = Switch('movies')
child1 = Switch('movies:star_wars')
child2 = Switch('movies:die_hard')
grandchild = Switch('movies:star_wars:a_new_hope')

In the above example, the ``child1`` switch is a child of the ``"movies"`` switch because it has ``movies:`` as a prefix to the switch name. Both ``child1`` and ``child2`` are "children of the parent ``parent`` switch. And ``grandchild`` is a child of the ``child1`` switch, but *not* the ``child2`` switch.

Concent
~~~~~~~

By default, each switch makes its "am I active?" decision independent of other switches in the Manager (including its parent), and only consults its own conditions to check if it is enabled for the input. However, this is not always the case. Perhaps you have a cool new feature that is only available to a certain class of user. And of *those* users, you want 10% to be be exposed to a different user interface to see how they behave vs the other 90%.

``gutter`` allows you to set a ``concent`` flag on a switch that instructs it to check its parental switch first, before checking itself. If it checks its parent and it is not enabled for the same input, the switch immediately returns ``False``. If its parent *is* enabled for the input, then the switch will continue and check its own conditions, returning as it would normally.

For example:

.. code:: python

parent = Switch('cool_new_feature')
child = Switch('cool_new_feature:new_ui', concent=True)

For example, because ``child`` was constructed with ``concent=True``, even if ``child`` is enabled for an input, it will only return ``True`` if ``parent`` is **also** enabled for that same input.

**Note:** Even switches in a ``GLOBAL`` or ``DISABLED`` state (see "Switch" section above) still consent their parent before checking themselves. That means that even if a particular switch is ``GLOBAL``, if it has ``concent`` set to ``True`` and its parent is **not** enabled for the input, the switch itself will return ``False``.

Registering a Switch
~~~~~~~~~~~~~~~~~~~~

Once your ``Switch`` is constructed with the right conditions, you need to register it with a ``Manager`` instance to preserve it for future use. Otherwise it will only exist in memory for the current process. Register a switch via the ``register`` method on a ``Manager`` instance:

.. code:: python

gutter.register(switch)

The Switch is now stored in the Manager's storage and can be checked if active through ``gutter.active(switch)``.

Updating a Switch
~~~~~~~~~~~~~~~~~

If you need to update your Switch, simply make the changes to the ``Switch`` object, then call the ``Manager``'s ``update()`` method with the switch to tell it to update the switch with the new object:

.. code:: python

switch = Switch('cool switch')
manager.register(switch)

switch.name = 'even cooler switch' # Switch has not been updated in manager yet

manager.update(switch) # Switch is now updated in the manager

Since this is a common pattern (retrieve switch from the manager, then update it), gutter provides a shorthand API in which you ask the manager for a switch by name, and then call ``save()`` on the **switch** to update it in the ``Manager`` it was retreived from:

.. code:: python

switch = manager.switch('existing switch')
switch.name = 'a new name' # Switch is not updated in manager yet
switch.save() # Same as calling manager.update(switch)

Unregistering a Switch
~~~~~~~~~~~~~~~~~~~~~~

Existing switches may be removed from the Manager by calling ``unregister()`` with the switch name or switch instance:

.. code:: python

gutter.unregister('deprecated switch')
gutter.unregister(a_switch_instance)

**Note:** If the switch is part of a hierarchy and has children switches (see the "Hierarchical Switches" section above), all descendent switches (children, grandchildren, etc) will also be unregistered and deleted.


Conditions
==========

Each Switch can have 0+ conditions, which describe the conditions under which that switch is active. ``Condition`` objects are constructed with three values: a ``argument``, ``attribute`` and ``operator``.

An ``argument`` is any ``Argument`` class, like the one you defined earlier. From the previous example, ``UserArgument`` is an argument object. ``attribute`` is the attribute on a argument instance that you want this condition to check. ``operator`` is some sort of check applied against that attribute. For instance, is the ``UserArgument.age`` greater than some value? Equal to some value? Within a range of values? Etc.

Let's say you wanted a ``Condition`` that checks if the user's age is > 65 years old? You would construct a Condition that way:

.. code:: python

from gutter.client.operators.comparable import MoreThan

condition = Condition(argument=UserArgument, attribute='age', operator=MoreThan(65))

This Condition will be true if any input instance has an ``age`` that is more than ``65``.

Please see the ``gutter.operators`` for a list of available operators.

Conditions can also be constructed with a ``negative`` argument, which negates the condition. For example:

.. code:: python

from gutter.client.operators.comparable import MoreThan

condition = Condition(argument=UserArgument, attribute='age', operator=MoreThan(65), negative=True)

This Condition is now ``True`` if the condition evaluates to ``False``. In this case if the user's ``age`` is **not** more than ``65``.

Conditions then need to be appended to a switch instance like so:

.. code:: python

switch.conditions.append(condition)

You can append as many conditions as you would like to a switch, there is no limit.

Checking Switches as Active
===========================

As stated before, switches are checked against input objects. To do this, you would call the switch's ``enabled_for()`` method with a ``User`` instance, for instance. You may call ``enabled_for()`` with any input object, it will ignore inputs for which it knows nothing about. If the ``Switch`` is active for your input, ``enabled_for`` will return ``True``. Otherwise, it will return ``False``.

``gutter.active()`` API
~~~~~~~~~~~~~~~~~~~~~~~~~

A common use case of gutter is to use it during the processing of a web request. During execution of code, different code paths are taken depending on if certain switches are active or not. Often times there are multiple switches in existence at any one time and they all need to be checked against multiple arguments. To handle this use case, Gutter provides a higher-level API.

To check if a ``Switch`` is active, simply call ``gutter.active()`` with the Switch name:

.. code:: python

gutter.active('my cool feature')
>>> True

The switch is checked against some number of input objects. Inputs can be added to the ``active()`` check one of two ways: locally, passed in to the ``active()`` call or globally, configured ahead of time.

To check against local inputs, ``active()`` takes any number of input objects after the switch name to check the switch against. In this example, the switch named ``'my cool feature'`` is checked against input objects ``input1`` and ``input2``:

.. code:: python

gutter.active('my cool feature', input1, input2)
>>> True

If you have global input objects you would like to use for every check, you can set them up by calling the Manager's ``input()`` method:

.. code:: python

gutter.input(input1, input2)

Now, ``input1`` and ``input2`` are checked against for every ``active`` call. For example, assuming ``input1`` and ``input2`` are configured as above, this ``active()`` call would check if the Switch was enabled for inputs ``input1``, ``input2`` and ``input3`` in that order::

gutter.active('my cool feature', input3)

Once you're doing using global inputs, perhaps at the end of a request, you should call the Manager's ``flush()`` method to remove all the inputs:

.. code:: python

gutter.flush()

The Manager is now setup and ready for its next set of inputs.

When calling ``active()`` with a local inputs, you can skip checking the ``Switch`` against the global inputs and **only** check against your locally passed in inputs by passing ``exclusive=True`` as a keyword argument to ``active()``:

.. code:: python

gutter.input(input1, input2)
gutter.active('my cool feature', input3, exclusive=True)

In the above example, since ``exclusive=True`` is passed, the switch named ``'my cool feature'`` is **only** checked against ``input3``, and not ``input1`` or ``input2``. The ``exclusive=True`` argument is not persistent, so the next call to ``active()`` without ``exclusive=True`` will again use the globally defined inputs.

Signals
=======

Gutter provides 4 total signals to connect to: 3 about changes to Switches, and 1 about errors applying Conditions. They are all available from the ``gutter.signals`` module

Switch Signals
~~~~~~~~~~~~~~
There are 3 signals related to Switch changes:

1. ``switch_registered`` - Called when a new switch is registered with the Manager.
2. ``switch_unregistered`` - Called when a switch is unregistered with the Manager.
3. ``switch_updated`` - Called with a switch was updated.

To use a signal, simply call the signal's ``connect()`` method and pass in a callable object. When the signal is fired, it will call your callable with the switch that is being register/unregistered/updated. I.e.:

.. code:: python

from gutter.client.signals import switch_updated

def log_switch_update(switch):
Syslog.log("Switch %s updated" % switch.name)

switch_updated.connect(log_switch_updated)

Understanding Switch Changes
~~~~~~~~~~~~~~~~~~~~~~~~~~~~

The ``switch_updated`` signal can be connected to in order to be notified when a switch has been changed. To know *what* changed in the switch, you can consult its ``changes`` property:

.. code:: python

>>> from gutter.client.models import Switch
>>> switch = Switch('test')
>>> switch.concent
True
>>> switch.concent = False
>>> switch.name = 'new name'
>>> switch.changes
{'concent': {'current': False, 'previous': True}, 'name': {'current': 'new name', 'previous': 'test'}}

As you can see, when we changed the Switch's ``concent`` setting and ``name``, ``switch.changes`` reflects that in a dictionary of changed properties. You can also simply ask the switch if anything has changed with the ``changed`` property. It returns ``True`` or ``False`` if the switch has any changes as all.

You can use these values inside your signal callback to make decisions based on what changed. I.e., email out a diff only if the changes include changed conditions.

Condition Application Error Signal
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

When a ``Switch`` checks an input object against its conditions, there is a good possibility that the ``Argument`` value may be some sort of unexpected value, and can cause an exception. Whenever there is an exception raised during ``Condition`` checking itself against an input, the ``Condition`` will catch that exception and return ``False``.

While catching all exceptions is generally bad form and hides error, most of the time you do not want to fail an application request just because there was an error checking a switch condition, *especially* if there was an error during checking a ``Condition`` for which a user would not have applied in the first place.

That said, you would still probably want to know if there was an error checking a Condition. To accomplish this, ``gutter``-client provides a ``condition_apply_error`` signal which is called when there was an error checking a ``Condition``. The signal is called with an instance of the condition, the input which caused the error and the instance of the Exception class itself:

.. code:: python

signals.condition_apply_error.call(condition, inpt, error)

In your connected callback, you can do whatever you would like: log the error, report the exception, etc.

Namespaces
==========

``gutter`` allows the use of "namespaces" to group switches under a single umbrella, while both not letting one namespace see the switches of another namespace, but allowing them to share the same storage instance, operators and other configuration.

Given an existing vanilla ``Manager`` instance, you can create a namespaced manager by calling the ``namespaced()`` method:

.. code:: python

notifications = gutter.namespaced('notifications')

At this point, ``notifications`` is a copy of ``gutter``, inheriting all of its:

* storage
* ``autocreate`` setting
* Global inputs
* Operators

It does **not**, however, share the same switches. Newly constructed ``Manager`` instances are in the ``default`` namespace. When ``namespaced()`` is called, ``gutter`` changes the manager's namespace to ``notifications``. Any switches in the previous ``default`` namespace are not visible in the ``notifications`` namespace, and vice versa.

This allows you to have separate namespaced "views" of switches, possibly named the exact same name, and not have them conflict with each other.

Decorators
==========

Gutter features a ``@switch_active`` decorator you can use to decorate your Django views. When decorated, if the switch named as the first argument of the ``@switch_decorated`` decorator is False, a ``Http404`` exception is raised. However, if you also pass a ``redirect_to=`` kwarg, the decorator will return a ``HttpResponseRedirect`` instance, redirecting to that location. If the switch is active, then the view runs as normal.

For example, here is a view decorated with ``@switch_active``:


.. code:: python

from gutter.client.decorators import switch_active

@switch_active('cool_feature')
def my_view(request):
return 'foo'

As stated above, if the ``cool_feature`` switch is inactive, this view will raise a ``Http404`` exception.

If, however, the decorator was constructed with a ``redirect_to=`` kwarg:

.. code:: python

@switch_active('cool_feature', redirect_to=reverse('upsell-page'))

Then a ``HttpResponseRedirect`` instance will be returned, redirecting to ``reverse('upsell-page')``.

Testing Utilities
===============

If you would like to test code that uses ``gutter`` and have the ``gutter`` manager return predictable results, you can use the ``switches`` object from the ``testutils`` module.

The ``swtiches`` object can be used as both a context manager and a decorator. It is passed ``kwargs`` of switch names and their``active`` return values.

For instance, with this code here, by passing ``cool_feature=True`` to the ``switches`` object as a context manager, any call to ``gutter.active('cool_feature')`` will return ``True``. Calls to ``active()`` with other switch names will return their actual live switch status:

.. code:: python

from gutter.client.testutils import switches
from gutter.client.default import gutter

with switches(cool_feature=True):
gutter.active('cool_feature') # True


And when using ``switches`` as a decorator:

.. code:: python

from gutter.client.testutils import switches
from gutter.client.default import gutter

@switches(cool_feature=True)
def run(self):
gutter.active('cool_feature') # True

Additionally, you may pass an alternate ``Manager`` instance to ``switches`` to use that manager instead of the default one:

.. code:: python

from gutter.client.testutils import switches
from gutter.client.models import Manager

my_manager = Manager({})

@switches(my_manager, cool_feature=True)
def run(self):
gutter.active('cool_feature') # True