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Rmd b29e9ec Dave Tang 2023-08-01 Object-Oriented Programming

Very brief history

From “Clean Architecture by Robert C. Martin”.

In 1966 Ole Johan Dahl and Kristen Nygaard discovered Object-Oriented Programming (OOP). They noticed that the function call stack (static) frame in ALGOL could be moved to a heap (dynamic), thereby allowing local variables declared by a function to exist long after the function returned. The function became a constructor for a class, the local variables became instance variables, and the nested fcuntions became methods. This led to the discovery of polymorphism through the disciplined use of function pointers.

Introduction

From Introduction to OOP systems in Advanced R.

The main reason to use OOP is polymorphism. Polymorphism means that a developer can consider a function’s interface separately from its implementation, making it possible to use the same function form for different types of input. This is closely related to the idea of encapsulation: the user does not need to worry about details of an object because they are encapsulated behind a standard interface.

To be concrete, polymorphism is what allows summary() to produce different outputs for numeric and factor variables.

class(women$height)
[1] "numeric"
summary(women$height)
   Min. 1st Qu.  Median    Mean 3rd Qu.    Max. 
   58.0    61.5    65.0    65.0    68.5    72.0 
class(ChickWeight$Diet)
[1] "factor"
summary(ChickWeight$Diet)
  1   2   3   4 
220 120 120 118 

You could imagine summary() containing a series of if-else statements, but that would mean only the original author could add new implementations (because you can’t inherit the function?). An OOP system makes it possible for any developer to extend the interface with implementations for new types of input.

To be more precise, OO systems call the type of an object its class, and an implementation for a specific class is called a method. Roughly speaking, a class defines what an object is and methods describe what that object can do. The class defines the fields, the data possessed by every instance of that class. Classes are organised in a hierarchy so that if a method does not exist for one class, its parent’s method is used, and the child is said to inherit behaviour. For example, in R, an ordered factor inherits from a regular factor, and a generalised linear model inherits from a linear model. The process of finding the correct method given a class is called method dispatch.

There are two main paradigms of OOP which differ in how methods and classes are related. These paradigms can be considered encapsulated and functional:

  • In encapsulated OOP, methods belong to objects or classes, and method calls typically look like object.method(arg1, arg2). This is called encapsulated because the object encapsulates both data (with fields) and behaviour (with methods), and is the paradigm found in most popular languages, like Python.
  • In functional OOP, methods belong to generic functions, and method calls look like ordinary function class: generic(object, arg2, arg3). This is called functional because from the outside it looks like a regular function call, and internally the components are also functions.

Encapsulated OOP

Encapsulated OOP is a programming paradigm that organises a program into objects, which are data structures consisting of attributes and methods. Objects are instantiated from a class; you can think of a class as blueprints or a factory. Each instance generated from a class has access to the class’s attributes and methods.

Classes can be inherited into sub-classes and it is this inheritance hierarchy that makes code object-oriented. Classes support code reuse in ways that other components cannot and this is the main purpose of OOP. With classes, we code by customising existing code, instead of either changing existing code in place or starting from scratch. Once you get used to programming by software customisation, writing a new program becomes a task of mixing together existing superclasses that already implement the behaviour required by your program. In many application domains, collections of superclasses are known as frameworks that implement common programming tasks as classes that are ready to be used in your programs. With frameworks, you often simply code a subclass that is specific to your purposes, and inherit from all class tree.

Programming paradigms

Most of the code I write ends up in scripts that perform a certain task. The code is interpreted starting from the first line until it reaches the last line. I believe this type of programming style is known as procedural programming, where the execution is like following a recipe from start to finish until a desired state is reached. Then there’s functional programming, which is a style that focuses on the use of functions that have certain characteristics (that make it a pure function). OOP organises a program into objects, which are data structures consisting of attributes and methods, and these objects interact with each other to solve a problem.

OOP in R

Base R provides three OOP systems: S3, S4, and reference classes (RC):

  • S3 is R’s first OOP system and is an informal implementation of functional OOP and relies on common conventions rather than formal guarantees. This makes it easy to get started with, providing a low cost way of solving many simple problems.

  • S4 is a formal and rigorous rewrite of S3 that requires more upfront work than S3, but in return provides more guarantees and greater encapsulation. S4 is implemented in the base {methods} package. (S3 and S4 were named according to the versions of S that they accompanied; the first two versions of S didn’t have any OOP framework, so there is no S1 or S2.)

  • RC implements encapsulated OO. RC objects are a special type of S4 objects that are also mutable, i.e., instead of using R’s usual copy-on-modify semantics, they can be modified in place. This makes them harder to reason about, but allows them to solve problems that are difficult to solve in the functional OOP style of S3 and S4.

There are a number of other OOP systems provided by CRAN packages:

  • R6 implements encapsulated OOP like RC but resolves some important issues.
  • R.oo provides some formalism on top of S3 and makes it possible to have mutable S3 objects.
  • proto implements another style of OOP based on the idea of prototypes, which blur the distinctions between classes and instances of classes (objects).

Objects

While everything that exists in R is an object, not everything is object-oriented. This confusion arises because the base objects come from S, and were developed before anyone thought that S might need an OOP system. The tools and nomenclature evolved organically over many years without a single guiding principle.

Most of the time, the distinction between objects and object-oriented objects is not important. But when discussing about OOP in R, it is important to differentiate them using the terms base objects and OO objects. Use is.object() or sloop::otype() to tell the difference.

A base object.

is.object(1:10)
[1] FALSE
sloop::otype(1:10)
[1] "base"

An OO object.

is.object(mtcars)
[1] TRUE
sloop::otype(mtcars)
[1] "S3"

Technical, the difference between base and OO objects is that OO objects have a “class” attribute.

attr(x = 1:10, which = "class")
NULL
attr(x = mtcars, which = "class")
[1] "data.frame"

While only OO objects have a class attribute, every object has a base type. typeof() determines the (R internal) type or storage mode of any object. (There are currently 25 different base types in R and they are primarily written in C.)

typeof(1:10)
[1] "integer"
typeof(mtcars)
[1] "list"
typeof(mean)
[1] "closure"

OOP in Python

I will use Python to illustrate some OOP concepts. Python’s main object-oriented programming tool comes via classes, which is used to implement class objects that support inheritance. A class is like a blueprint or definition for creating an object. Python classes provide a means of bundling data and functionality together. Creating a new class creates a new type of object, allowing new instances of that type to be made.

The simplest form of a class definition:

class ClassName:
    <statement-1>
    ...
    <statement-N>
class MyClass:
  x = 2
  
my_obj = MyClass()

When MyClass was called, a new object with a distinct namespace was generated or instantiated; my_obj is an instance of MyClass. Each object generated from a class has access to the class’s attributes and methods, and gets a namespace. Class objects support two kinds of operations: attribute references and instantiation. Attribute references use the standard syntax used for all attribute references in Python: obj.name. Valid attribute names are all the names that were in the class’s namespace when the class object was created. The only operations understood by instance objects are attribute references. There are two kinds of valid attribute names: data attributes and methods. A method is a function that belongs to an object.

print(my_obj.x)
2

Let’s create a class with a method.

class MyClass2:
    """A simple class with a method"""
    i = 1984

    def __init__(self, name):
        self.name = name

    def f(self):
        print(self)
        return 'Big Brother is watching you'
 
x = MyClass2('Winston')

With the class definition above, MyClass2.i and MyClass2.f are valid attribute references, returning an integer and a function object, respectively. When a class defines the special method named __init__(), class instantiation automatically invokes __init__() for the newly created class instance. This means that the __init__() function is always executed when the class is being initiated. Use the __init__() function to assign values or to run operations that are necessary when the object is being created. This function is typically called the constructor.

Another important note regarding methods is that the instance object is automatically passed as the first argument. The following are equivalent; self is the instance object which we assigned to x.

x.f()
<__main__.MyClass2 object at 0x7fe86e6eaea0>
'Big Brother is watching you'
MyClass2.f(x)
<__main__.MyClass2 object at 0x7fe86e6eaea0>
'Big Brother is watching you'

Use the obj.name syntax to add a new data attribute not defined in the class. Use the dir() function to return all functions and properties of a class.

x.room_no = 101
print("\n".join(dir(x)), "\n")
__class__
__delattr__
__dict__
__dir__
__doc__
__eq__
__format__
__ge__
__getattribute__
__getstate__
__gt__
__hash__
__init__
__init_subclass__
__le__
__lt__
__module__
__ne__
__new__
__reduce__
__reduce_ex__
__repr__
__setattr__
__sizeof__
__str__
__subclasshook__
__weakref__
f
i
name
room_no 

However, objects need to be part of an inheritance hierarchy for the code to qualify as being truly object-oriented. The syntax for a derived class definition is:

class DerivedClassName(BaseClassName):
    <statement-1>
    ...
    <statement-N>

The syntax for multiple inheritance:

class DerivedClassName(Base1, Base2, Base3):
    <statement-1>
    ...
    <statement-N>

The search for attributes occurs depth-first, left-to-right, and not searching twice in the same class when there is an overlap in the hierarchy. But it is slightly more complex with the method resolution order changing dynamically to support cooperative calls to super().

TBC.


sessionInfo()
R version 4.3.3 (2024-02-29)
Platform: x86_64-pc-linux-gnu (64-bit)
Running under: Ubuntu 22.04.4 LTS

Matrix products: default
BLAS:   /usr/lib/x86_64-linux-gnu/openblas-pthread/libblas.so.3 
LAPACK: /usr/lib/x86_64-linux-gnu/openblas-pthread/libopenblasp-r0.3.20.so;  LAPACK version 3.10.0

locale:
 [1] LC_CTYPE=en_US.UTF-8       LC_NUMERIC=C              
 [3] LC_TIME=en_US.UTF-8        LC_COLLATE=en_US.UTF-8    
 [5] LC_MONETARY=en_US.UTF-8    LC_MESSAGES=en_US.UTF-8   
 [7] LC_PAPER=en_US.UTF-8       LC_NAME=C                 
 [9] LC_ADDRESS=C               LC_TELEPHONE=C            
[11] LC_MEASUREMENT=en_US.UTF-8 LC_IDENTIFICATION=C       

time zone: Etc/UTC
tzcode source: system (glibc)

attached base packages:
[1] stats     graphics  grDevices utils     datasets  methods   base     

other attached packages:
 [1] reticulate_1.36.0 lubridate_1.9.3   forcats_1.0.0     stringr_1.5.1    
 [5] dplyr_1.1.4       purrr_1.0.2       readr_2.1.5       tidyr_1.3.1      
 [9] tibble_3.2.1      ggplot2_3.5.0     tidyverse_2.0.0   workflowr_1.7.1  

loaded via a namespace (and not attached):
 [1] rappdirs_0.3.3    sass_0.4.9        utf8_1.2.4        generics_0.1.3   
 [5] lattice_0.22-5    stringi_1.8.3     hms_1.1.3         digest_0.6.35    
 [9] magrittr_2.0.3    timechange_0.3.0  evaluate_0.23     grid_4.3.3       
[13] fastmap_1.1.1     Matrix_1.6-5      rprojroot_2.0.4   jsonlite_1.8.8   
[17] processx_3.8.4    whisker_0.4.1     ps_1.7.6          promises_1.3.0   
[21] httr_1.4.7        fansi_1.0.6       scales_1.3.0      jquerylib_0.1.4  
[25] cli_3.6.2         rlang_1.1.3       munsell_0.5.1     withr_3.0.0      
[29] cachem_1.0.8      yaml_2.3.8        tools_4.3.3       tzdb_0.4.0       
[33] colorspace_2.1-0  httpuv_1.6.15     png_0.1-8         vctrs_0.6.5      
[37] R6_2.5.1          lifecycle_1.0.4   git2r_0.33.0      fs_1.6.3         
[41] pkgconfig_2.0.3   callr_3.7.6       pillar_1.9.0      bslib_0.7.0      
[45] later_1.3.2       gtable_0.3.4      glue_1.7.0        Rcpp_1.0.12      
[49] xfun_0.43         tidyselect_1.2.1  rstudioapi_0.16.0 knitr_1.46       
[53] htmltools_0.5.8.1 rmarkdown_2.26    sloop_1.0.1       compiler_4.3.3   
[57] getPass_0.2-4