This project aims at providing a set of tools to build somehow complex business processes or rules. It helps when:

  • You decided to split the process into smaller parts working together.
  • You need to keep the rules evolving while maintaining the old versions.
  • You want to persist the rules that lead to the result of a process.
  • You want to make your tests independent from your production data.
  • You want to introspect what lead to the result of a process.

How does it work

If you use this gem, you'll have a couple of premade elements to build and test an engine that, given a set of rules and a context will produce a result.

A typical usage for this kind of engine is to use it to compute the price of a service or a good. But, this is not limited to that use-case as an engine would be able to produce any kind of results.

An engine orchestrate rules in a way that they would produce enough information for the engine to assemble a result. The rules are arranged in an ordered sequence and are picked depending on the context. Each rule will write in the context too.

The idea is very similar to function composition or Rack's middlewares. It is a layering abstraction where each layer works for the next layers in order for the stack to produce a single value.

How does it look

Here is an example from the Elephant Carpaccio kata. The specs are:

Accept 3 inputs from the user:

  • How many items
  • Price per item
  • 2-letter state code

Output the total price. Give a discount based on the total price, add state tax based on the state and the discounted price.

require "brule"

module Pricing
  class Engine < Brule::Engine
    def result
      context.fetch(:price)
    end
  end

  class OrderTotal < Brule::Rule
    config_reader :unit_price, :item_count
    context_writer :price

    def apply
      self.price = unit_price * item_count
    end
  end

  class Discount < Brule::Rule
    config_reader :rates
    context_accessor :price, :discount_rate, :discount_amount

    def trigger?
      !applicable_discount.nil?
    end

    def apply
      self.discount_rate = applicable_discount.last
      self.discount_amount = (price * discount_rate).ceil
      self.price = price - discount_amount
    end

    private

    def applicable_discount
      rates
        .sort_by { |order_value, _| order_value * -1 }
        .find    { |order_value, _| order_value <= context.fetch(:price) }
    end
  end

  class StateTax < Brule::Rule
    config_reader :rates
    context_reader :state
    context_accessor :price, :state_tax

    def apply
      tax_rate = rates.fetch(state)
      self.state_tax = (price * tax_rate).ceil
      self.price = price + state_tax
    end
  end
end

require "bigdecimal"
require "bigdecimal/util"

engine = Pricing::Engine.new(
  rules: [
    Pricing::OrderTotal.new,
    Pricing::Discount.new(
      rates: [
        [  1_000_00, "0.03".to_d ],
        [  5_000_00, "0.05".to_d ],
        [  7_000_00, "0.07".to_d ],
        [ 10_000_00, "0.10".to_d ],
        [ 50_000_00, "0.15".to_d ],
      ],
    ),
    Pricing::StateTax.new(
      rates: {
        "UT" => "0.0685".to_d,
        "NV" => "0.0800".to_d,
        "TX" => "0.0625".to_d,
        "AL" => "0.0400".to_d,
        "CA" => "0.0825".to_d,
      },
    ),
  ],
)

result = engine.call(
  item_count: 100,
  unit_price: 100_00,
  state: "NV",
)

# Access the main result
result                        # => 9_720_00 ($9,720.00)

# Access the context
engine.context.fetch_values(
  :discount_rate,             # =>      0.1 (10%)
  :discount_amount,           # => 1_000_00 ($1,000.00)
  :state_tax,                 # =>   720_00 ($720.00)
)

# Access the history
engine.history(key: :price)   # => [
                              # =>   [:initial,                                nil],
                              # =>   [#<struct Pricing::OrderTotal ...>, 10_000_00],
                              # =>   [#<struct Pricing::Discount ...>,    9_000_00],
                              # =>   [#<struct Pricing::StateTax ...>,    9_720_00],
                              # => ]

What does it bring to the table

If you compare this approach with a simple method like this one:

require "bigdecimal"
require "bigdecimal/util"

STATE_TAXES = {
  "UT" => "0.0685".to_d,
  "NV" => "0.0800".to_d,
  "TX" => "0.0625".to_d,
  "AL" => "0.0400".to_d,
  "CA" => "0.0825".to_d,
}

DISCOUNT_RATES = [
  [ 50_000_00, "0.15".to_d ],
  [ 10_000_00, "0.10".to_d ],
  [  7_000_00, "0.07".to_d ],
  [  5_000_00, "0.05".to_d ],
  [  1_000_00, "0.03".to_d ],
  [         0, "0.00".to_d ],
]

def pricing(item_count, unit_price, state)
  price = item_count * unit_price
  discount_rate = DISCOUNT_RATES.find { |limit, _| limit <= price }.last
  state_tax = STATE_TAXES.fetch(state)
  price * (1 - discount_rate) * (1 + state_tax)
end

... then you'll find significant differences:

  • Over-abstraction versus under-abstraction
    • 1st example uses the layering abstraction provided by the gem
    • 2nd example uses nothing, YAGNI
  • Generalization vs specialization
    • 1st approach is more generic and could handle changes
    • 2nd approach is more specialized and would require a rewrite
  • Complexity versus brievety
    • 1st example is more verbose and thus is harder to grasp
    • 2nd example is more concise and fits in the head
  • Configuration versus constants
    • 1st example relies on rule's configuration
    • 2nd example relies on STATE_TAXES and DISCOUNT_RATES
  • Observability vs black-box
    • 1st example allows to provide more information (state_tax and so on)
    • 2nd example only gives a single result
  • Data-independent versus hard-coded values
    • 1st example considers as much logic as possible as data
    • 2nd example mixes data and logic together (with hidden dependencies and assumptions)
  • Temporal extensibility or versionning
    • 1st example can compute the price using different rules
    • Without discounts or with different discount rate per client
    • With tax rates from on year or another
    • 2nd example will have to introduce options, or even different methods
  • Testability
    • 1st example could be tested at various levels without any mocks
    • 2nd example have to mock hidden dependencies from the implementation

Overall, it is about finding the right level of abtsraction. This tiny framework helps you by providing you a little abstraction. Even if you're not using this gem directly, it can give you some ideas behind it.