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Monads in R | R-bloggers

In this post I describe a useful programming pattern that I implemented, and hopefully provide a gentle introduction to the idea of monads. The motivation for all of this was that I had a {dplyr} pipeline as part of a {shiny} app that queries a database and I wanted to “record” what steps were in that pipeline so that I could offer them as a way to ‘reproduce’ the query. Some of the steps might be user-defined via the UI, so it was a little more complicated than just a hardcoded query. One quick-and-dirty solution that might come to mind would be to make a with_logging() function that takes an expression, writes a text-representation of it to a file or a global, then evaluates the expression. This would probably work, but it means that every step of the pipeline needs to be wrapped in that. Not the worst, but I had a feeling I knew of something more suitable. I’ve been trying to learn Haskell this year, and so far it’s going sort of okay, but I’m taking a detour through Elm which has most of the same syntax but less of the hardcore ‘maths’ constructs. Returning readers may have seen me use the term ‘monadic’ in the context of APL where it means that a function ‘takes one argument’ (as compared to ‘dyadic’ which takes two) and I believe this definition predates the mathematical one I’m going to use for the rest of this post. ‘Monad’ is a term often best avoided in conversation, and is often described in overly mathematical terms, the “meme” definition being the category theory version which states “a monad is just a monoid in the category of endofunctors” which is mostly true, but also unnecessary. Nonetheless, it’s an extremely useful pattern that comes up a lot in functional programming. This blog post does a great job of walking through the more practical definition, and it has “translations” into several programming languages including JavaScript and Python. Basically, map applies some function to some values. flatMap does the same, but first “reaches inside” a context to extract some inner values, and after applying the function, re-wraps the result in the original context. One big advantage to this is that the ‘purity’ of the function remains; you always get the same output for the same input, but as well as that you can have some input/output operation be requested to be performed, which is how ‘pure’ languages still manage to communicate with the outside world and not just heat up the CPU for no reason. The enlightening example for me is a List - if we have some values and want to apply some function to them, we can do that with, e.g. f fmap(f) x %>>=% f This infix function borrows from Haskell’s >>= (pronounced “bind”) which is so fundamental that forms part of the language’s logo The Haskell logo With all that in mind, here’s how it looks in my (perhaps simplistic) implementation which you can get from GitHub here library(monads) {monads} hex logo Additionally, some toy helper functions are defined in this package for demonstrating application of functions, e.g. timestwo(4) ## [1] 8 square(5) ## [1] 25 add_n(3, 4) ## [1] 7 List As per the example above, the List monad wraps values (which may be additional lists) and when flatMaped the results are ‘flattened’ into a single List. # identical to a regular Map x >=% timestwo() x ## [[1]] ## [1] 2 4 6 # only possible with the flatMap approach y >=% timestwo() y ## [[1]] ## [1] 2 4 6 8 10 Note that while x and y print as regular lists, they remain List monads; a print method is defined which essentially extracts value(x). Logger As I alluded to earlier, additional operations can happen while the context is unwrapped, including IO. What if I just kept a log of the operations and appended each step to it? The wrapping context can include additional components, and a stored ‘log’ of the expressions used at each step is entirely possible. All that is required is to wrap the value at the start of the pipeline in a Logger context for which there is a constructor helper, loggerM() library(dplyr, warn.conflicts = FALSE) result >=% filter(mpg > 10) %>>=% select(mpg, cyl, disp) %>>=% arrange(desc(mpg)) %>>=% head() This result is still a Logger instance, not a value. To extract the value from this we can use value(). To extract the log of each step, use logger_log() (to avoid conflict with base::log) value(result) ## mpg cyl disp ## Toyota Corolla 33.9 4 71.1 ## Fiat 128 32.4 4 78.7 ## Honda Civic 30.4 4 75.7 ## Lotus Europa 30.4 4 95.1 ## Fiat X1-9 27.3 4 79.0 ## Porsche 914-2 26.0 4 120.3 logger_log(result) ## ✔ Log of 4 operations: ## ## mtcars %>% ## filter(mpg > 10) %>% ## select(mpg, cyl, disp) %>% ## arrange(desc(mpg)) %>% ## head() This works with any data value, so we could just as easily use an in-memory SQLite database (or external) mem =% tbl("mtcars") %>>=% filter(mpg > 10) %>>=% select(mpg, cyl, disp) %>>=% arrange(desc(mpg)) %>>=% head() Again, extracting the components from this value(res) ## # Source: SQL [6 x 3] ## # Database: sqlite 3.46.0 [:memory:] ## # Ordered by: desc(mpg) ## mpg cyl disp ## ## 1 33.9 4 71.1 ## 2 32.4 4 78.7 ## 3 30.4 4 75.7 ## 4 30.4 4 95.1 ## 5 27.3 4 79 ## 6 26 4 120. logger_log(res) ## ✔ Log of 5 operations: ## ## mem %>% ## tbl("mtcars") %>% ## filter(mpg > 10) %>% ## select(mpg, cyl, disp) %>% ## arrange(desc(mpg)) %>% ## head() Since the log captures what operations were performed, we could re-run this expression, and a helper is available for that rerun(res) ## # Source: SQL [6 x 3] ## # Database: sqlite 3.46.0 [:memory:] ## # Ordered by: desc(mpg) ## mpg cyl disp ## ## 1 33.9 4 71.1 ## 2 32.4 4 78.7 ## 3 30.4 4 75.7 ## 4 30.4 4 95.1 ## 5 27.3 4 79 ## 6 26 4 120. Some similar functionality is present in the {magrittr} package which provides the ‘classic’ R pipe %>%; a ‘functional sequence’ starts with a . and similarly tracks which functions are to be applied to an arbitrary input once evaluated - in this way, this is similar to defining a new function. library(magrittr) # define a functional sequence fs % tbl("mtcars") %>% select(cyl, mpg) # evaluate the functional sequence with some input data fs(mem) ## # Source: SQL [?? x 2] ## # Database: sqlite 3.46.0 [:memory:] ## cyl mpg ## ## 1 6 21 ## 2 6 21 ## 3 4 22.8 ## 4 6 21.4 ## 5 8 18.7 ## 6 6 18.1 ## 7 8 14.3 ## 8 4 24.4 ## 9 4 22.8 ## 10 6 19.2 ## # ℹ more rows # identify the function calls at each step of the pipeline magrittr::functions(fs) ## [[1]] ## function (.) ## tbl(., "mtcars") ## ## [[2]] ## function (.) ## select(., cyl, mpg) Since the functional sequence is unevaluated, errors can be present and not triggered errfs % sqrt() %>% stop("oops") %>% add_n(3) x =% sqrt() %>>=% add_n(4) value(resx) ## [1] 5.000000 5.414214 5.732051 6.000000 6.236068 6.449490 6.645751 6.828427 ## [9] 7.000000 7.162278 logger_log(resx) ## ✔ Log of 2 operations: ## ## x %>% ## sqrt() %>% ## add_n(4) err >=% sqrt() %>>=% stop("oops") %>>=% add_n(3) value(err) ## NULL logger_log(err) ## ✖ Log of 3 operations: [ERROR] ## ## x %>% ## sqrt() %>% ## [E] stop("oops") %>% ## [E] add_n(3) Aside from an error destroying the value, returning a NULL result will also produce this effect nullify >=% sqrt() %>>=% ret_null() %>>=% add_n(7) value(nullify) ## NULL logger_log(nullify) ## ✖ Log of 3 operations: [ERROR] ## ## x %>% ## sqrt() %>% ## [E] ret_null() %>% ## [E] add_n(7) One downside to the functional sequence approach is chaining these - since the first term must be ., that is always the first entry, and chaining multiple sequences is not clean. a % sqrt() a ## Functional sequence with the following components: ## ## 1. sqrt(.) ## ## Use 'functions' to extract the individual functions. b % a %>% add_n(1) b ## Functional sequence with the following components: ## ## 1. a(.) ## 2. add_n(., 1) ## ## Use 'functions' to extract the individual functions. b(x) ## [1] 2.000000 2.414214 2.732051 3.000000 3.236068 3.449490 3.645751 3.828427 ## [9] 4.000000 4.162278 Because the monad context is recreated at every step, chaining these is not a problem a >=% sqrt() value(a) ## [1] 1.000000 1.414214 1.732051 2.000000 2.236068 2.449490 2.645751 2.828427 ## [9] 3.000000 3.162278 logger_log(a) ## ✔ Log of 1 operations: ## ## x %>% ## sqrt() b >=% add_n(1) value(b) ## [1] 2.000000 2.414214 2.732051 3.000000 3.236068 3.449490 3.645751 3.828427 ## [9] 4.000000 4.162278 logger_log(b) ## ✔ Log of 2 operations: ## ## x %>% ## sqrt() %>% ## add_n(1) This achieves what I wanted in terms of ‘recording’ the steps of the pipeline, and it only requires wrapping the initial value and using a different pipe. But there are other monads I could also implement… so I did. Timer In addition to capturing the expressions in a log, the Timer monad also captures the evaluation timing for each step, storing these alongside the expressions themselves in a data.frame x >=% sleep_for(3) %>>=% timestwo() %>>=% sleep_for(1.3) value(x) ## [1] 10 times(x) ## expr time ## 1 5 0.000 ## 2 sleep_for(3) 3.014 ## 3 timestwo() 0.000 ## 4 sleep_for(1.3) 1.306 y >=% sleep_for(2) %>>=% ret_null() %>>=% sleep_for(0.3) value(y) ## NULL times(y) ## expr time ## 1 5 0.000 ## 2 sleep_for(2) 2.002 ## 3 ret_null() 0.000 ## 4 sleep_for(0.3) 0.302 Maybe In some languages it is preferrable to return something rather than raising an error, particularly if you want to ensure that errors are handled. The Maybe pattern consists of either a Nothing (which is empty) or a Just containing some value; all functions applied to a Maybe will be one of these. For testing the result, some helpers is_nothing() and is_just() are defined. x >=% sqrt() %>>=% timestwo() value(x) ## Just: ## [1] 6 is_just(x) ## [1] TRUE is_nothing(x) ## [1] FALSE y >=% sqrt() value(y) ## Nothing is_just(y) ## [1] FALSE is_nothing(y) ## [1] TRUE z >=% timestwo() %>>=% add_n(Nothing()) value(z) ## Nothing is_just(z) ## [1] FALSE is_nothing(z) ## [1] TRUE For what is likely a much more robust implementation, see {maybe}. Result Similar to a Maybe, a Result can contain either a successful Ok wrapped value or an Err wrapped message, but it will be one of these. This pattern resembles (and internally, uses) the tryCatch() approach where the evaluation will not fail, but requires testing what is produced to determine success, for which is_ok() and is_err() are defined. x >=% sqrt() %>>=% timestwo() value(x) ## OK: ## [1] 6 is_err(x) ## [1] FALSE is_ok(x) ## [1] TRUE When the evaluation fails, the error is reported, along with the value prior to the error y >=% sqrt() %>>=% ret_err("this threw an error") value(y) ## Error: ## [1] "this threw an error; previously: 3" is_err(y) ## [1] TRUE is_ok(y) ## [1] FALSE z >=% timestwo() %>>=% add_n("banana") value(z) ## Error: ## [1] "n should be numeric; previously: 20" is_err(z) ## [1] TRUE is_ok(z) ## [1] FALSE Extensions The flatMap/“bind” operator defined here as %>>=% is applicable to any monad which has a bind() method defined. The monads defined in this package are all R6Class objects exposing such a method of the form m$bind(.call, .quo) which expects a function and a quosure. You can add your own extensions to these by defining such a class (and probably a constructor helper and a print() method) # a Reporter monad which reports unpiped function calls Reporter = or as a valid R infix special, %>>=%) but at least I’m not stepping on other package’s toes there. One particular benefit of this one is that by deleting the two outermost characters inside the special you get the {magrittr} pipe %>%. If nothing else, I found it really useful to go through the process of defining these myself - I learned a lot about {R6} classes and quosures in the process, too. My package comes with no guarantees - it works for the examples I’ve tried, but it’s possible (if not likely) that I’ve not thought of all the edge cases. I’ve certainly relied on R’s vectorisation (rather than explicitly re-mapping individual values) and my quosure skills are somewhat underdeveloped. If you do take it for a spin I’d love to hear your thoughts on it. As always, I can be found on Mastodon and the comment section below. devtools::session_info() ## ─ Session info ─────────────────────────────────────────────────────────────── ## setting value ## version R version 4.3.3 (2024-02-29) ## os Pop!_OS 22.04 LTS ## system x86_64, linux-gnu ## ui X11 ## language (EN) ## collate en_AU.UTF-8 ## ctype en_AU.UTF-8 ## tz Australia/Adelaide ## date 2024-10-18 ## pandoc 3.2 @ /usr/lib/rstudio/resources/app/bin/quarto/bin/tools/x86_64/ (via rmarkdown) ## ## ─ Packages ─────────────────────────────────────────────────────────────────── ## package * version date (UTC) lib source ## bit 4.0.4 2020-08-04 [3] CRAN (R 4.0.2) ## bit64 4.0.5 2020-08-30 [3] CRAN (R 4.2.0) ## blob 1.2.4 2023-03-17 [3] CRAN (R 4.2.3) ## blogdown 1.19 2024-02-01 [1] CRAN (R 4.3.3) ## bookdown 0.36 2023-10-16 [1] CRAN (R 4.3.2) ## bslib 0.8.0 2024-07-29 [1] CRAN (R 4.3.3) ## cachem 1.1.0 2024-05-16 [1] CRAN (R 4.3.3) ## callr 3.7.3 2022-11-02 [3] CRAN (R 4.2.2) ## cli 3.6.1 2023-03-23 [1] CRAN (R 4.3.3) ## crayon 1.5.2 2022-09-29 [3] CRAN (R 4.2.1) ## DBI 1.2.1 2024-01-12 [3] CRAN (R 4.3.2) ## dbplyr 2.4.0 2023-10-26 [3] CRAN (R 4.3.2) ## devtools 2.4.5 2022-10-11 [1] CRAN (R 4.3.2) ## digest 0.6.37 2024-08-19 [1] CRAN (R 4.3.3) ## dplyr * 1.1.4 2023-11-17 [3] CRAN (R 4.3.2) ## ellipsis 0.3.2 2021-04-29 [3] CRAN (R 4.1.1) ## evaluate 0.24.0 2024-06-10 [1] CRAN (R 4.3.3) ## fansi 1.0.6 2023-12-08 [1] CRAN (R 4.3.3) ## fastmap 1.2.0 2024-05-15 [1] CRAN (R 4.3.3) ## fs 1.6.4 2024-04-25 [1] CRAN (R 4.3.3) ## generics 0.1.3 2022-07-05 [1] CRAN (R 4.3.3) ## glue 1.7.0 2024-01-09 [1] CRAN (R 4.3.3) ## htmltools 0.5.8.1 2024-04-04 [1] CRAN (R 4.3.3) ## htmlwidgets 1.6.2 2023-03-17 [1] CRAN (R 4.3.2) ## httpuv 1.6.12 2023-10-23 [1] CRAN (R 4.3.2) ## icecream 0.2.1 2023-09-27 [1] CRAN (R 4.3.2) ## jquerylib 0.1.4 2021-04-26 [1] CRAN (R 4.3.3) ## jsonlite 1.8.8 2023-12-04 [1] CRAN (R 4.3.3) ## knitr 1.48 2024-07-07 [1] CRAN (R 4.3.3) ## later 1.3.1 2023-05-02 [1] CRAN (R 4.3.2) ## lifecycle 1.0.4 2023-11-07 [1] CRAN (R 4.3.3) ## magrittr * 2.0.3 2022-03-30 [1] CRAN (R 4.3.3) ## memoise 2.0.1 2021-11-26 [1] CRAN (R 4.3.3) ## mime 0.12 2021-09-28 [1] CRAN (R 4.3.3) ## miniUI 0.1.1.1 2018-05-18 [1] CRAN (R 4.3.2) ## monads * 0.1.0.9000 2024-10-14 [1] local ## pillar 1.9.0 2023-03-22 [1] CRAN (R 4.3.3) ## pkgbuild 1.4.2 2023-06-26 [1] CRAN (R 4.3.2) ## pkgconfig 2.0.3 2019-09-22 [1] CRAN (R 4.3.3) ## pkgload 1.3.3 2023-09-22 [1] CRAN (R 4.3.2) ## prettyunits 1.2.0 2023-09-24 [3] CRAN (R 4.3.1) ## processx 3.8.3 2023-12-10 [3] CRAN (R 4.3.2) ## profvis 0.3.8 2023-05-02 [1] CRAN (R 4.3.2) ## promises 1.2.1 2023-08-10 [1] CRAN (R 4.3.2) ## ps 1.7.6 2024-01-18 [3] CRAN (R 4.3.2) ## purrr 1.0.2 2023-08-10 [3] CRAN (R 4.3.1) ## R6 2.5.1 2021-08-19 [1] CRAN (R 4.3.3) ## Rcpp 1.0.11 2023-07-06 [1] CRAN (R 4.3.2) ## remotes 2.4.2.1 2023-07-18 [1] CRAN (R 4.3.2) ## rlang 1.1.4 2024-06-04 [1] CRAN (R 4.3.3) ## rmarkdown 2.28 2024-08-17 [1] CRAN (R 4.3.3) ## RSQLite 2.3.7 2024-05-27 [1] CRAN (R 4.3.3) ## rstudioapi 0.15.0 2023-07-07 [3] CRAN (R 4.3.1) ## sass 0.4.9 2024-03-15 [1] CRAN (R 4.3.3) ## sessioninfo 1.2.2 2021-12-06 [1] CRAN (R 4.3.2) ## shiny 1.7.5.1 2023-10-14 [1] CRAN (R 4.3.2) ## stringi 1.8.4 2024-05-06 [1] CRAN (R 4.3.3) ## stringr 1.5.1 2023-11-14 [1] CRAN (R 4.3.3) ## tibble 3.2.1 2023-03-20 [1] CRAN (R 4.3.3) ## tidyselect 1.2.0 2022-10-10 [3] CRAN (R 4.2.1) ## urlchecker 1.0.1 2021-11-30 [1] CRAN (R 4.3.2) ## usethis 3.0.0 2024-07-29 [1] CRAN (R 4.3.3) ## utf8 1.2.4 2023-10-22 [1] CRAN (R 4.3.3) ## vctrs 0.6.5 2023-12-01 [1] CRAN (R 4.3.3) ## withr 3.0.0 2024-01-16 [1] CRAN (R 4.3.3) ## xfun 0.47 2024-08-17 [1] CRAN (R 4.3.3) ## xtable 1.8-4 2019-04-21 [1] CRAN (R 4.3.2) ## yaml 2.3.10 2024-07-26 [1] CRAN (R 4.3.3) ## ## [1] /home/jono/R/x86_64-pc-linux-gnu-library/4.3 ## [2] /usr/local/lib/R/site-library ## [3] /usr/lib/R/site-library ## [4] /usr/lib/R/library ## ## ──────────────────────────────────────────────────────────────────────────────