3180279e5affb9b50c3ebd29fd1aa5f96166cb24
[phd-thesis.git] / intro / intro.tex
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5 \begin{document}
6 \chapter{Introduction}%
7 \label{chp:introduction}
8 \begin{chapterabstract}
9
10 \noindent%
11 \begin{itemize}
12 \item How many devices are there?
13 \begin{itemize}
14 \item Number of devices is big\footnote{\url{https://transformainsights.com/research/tam/market}, accessed on: \formatdate{2022}{10}{13}}
15 \item It only grows
16 \item they are powered by software
17 \item These devices live in layered systems
18 \end{itemize}
19 \item What is the {IoT}?
20 \begin{itemize}
21 \item IoT is such a system
22 \item Layers, device layer
23 \end{itemize}
24 \item What is impedance mismatch/semantic friction?
25 \begin{itemize}
26 \item heterogeneous between layers
27 \item heterogeneous on the device/edge/perception layer
28 \item Results in problems in software
29 \item We see this also in web systems
30 \end{itemize}
31 \item What is TOP?\todo{hier al TOP uitleggen in \`e\`en zin? of alleen benoemen}
32 \begin{itemize}
33 \item declarative workflow language (partiture AND conductor)
34 \item iTask for distributed web applications.
35 \end{itemize}
36 \item This thesis: how to orchestrate this concerto of devices?
37 \begin{itemize}
38 \item Embedded devices require special code (different clef/key)
39 \item DSL is a special language in a language to facilitate this
40 \item mTask is a TOP language for IoT
41 \end{itemize}
42 \end{itemize}
43
44 This chapter provides the required background material, an overview of the concrete contributions and a reading guide.
45
46 % The sheer number of connected devices around us is mind boggling and seems increases exponentially for many years.
47 % In 2022, there is an estimated number of 13.4 billion of devices connected that sense, act or otherwise interact with people and the physical world surrounding us\footnote{\url{https://transformainsights.com/research/tam/market}, accessed on: \formatdate{2022}{10}{13}}.
48 % These devices, together with all the scaffolding and integration such as the various networks providing the communication, (cloud) computers realising the back end or administration and the devices in our pockets providing us with a view on the system are called the \gls{IOT}.
49 % \Gls{IOT} systems can be seen as layered systems, where each layer is powered by different types of computers; programming languages and even programming paradigms.
50 % This thesis shows a novel way of orchestrating these brobdingnagian systems using the \gls{TOP} paradigm.
51 % It does so by giving a proof-of-concept implementation for a \gls{TOP} system specifically designed for the \gls{IOT}: \gls{MTASK}.
52 % At the core of the \gls{MTASK} system is a \gls{DSL}, embedded in the general purpose \gls{TOP} system \gls{ITASK}.
53 % Using the \gls{MTASK} system, all layers of an \gls{IOT} system can be programmed from a single declarative specification.
54
55 \end{chapterabstract}
56
57 \section{Internet of Things}
58 The \gls{IOT} is growing rapidly and it is changing the way people and machines interact with the world.
59 While the term \gls{IOT} briefly gained interest around 1999 to describe the communication of \gls{RFID} devices~\citep{ashton_internet_1999,ashton_that_2009}, it probably already popped up halfway the eigthies in a speech by \citet{peter_t_lewis_speech_1985}:
60
61 \begin{quote}
62 \emph{The \glsxtrlong{IOT}, or \glsxtrshort{IOT}, is the integration of people, processes and technology with connectable devices and sensors to enable remote monitoring, status, manipulation and evaluation of trends of such devices.}
63 \end{quote}
64
65 CISCO states that the \gls{IOT} only started when there where as many connected devices as there were people on the globe, i.e.\ around 2008~\citep{evans_internet_2011}.
66 Today, the \gls{IOT} is the term for a system of devices that sense the environment, act upon it and communicate with each other and the world.
67 These connected devices are already in households all around us in the form of smart electricity meters, fridges, phones, watches, home automation, \etc.
68
69 When describing \gls{IOT} systems, a tiered---or layered---architecture is often used to compartmentalize the technology.
70 The number of tiers heavily depends on the required complexity of the model but for the intents and purposes of the thesis, the four layer architecture shown in \cref{fig:iot-layers} is used.
71
72 \begin{figure}[ht]
73 \centering
74 \includestandalone{iot-layers}
75 \caption{A four-layer \gls{IOT} architecture.}%
76 \label{fig:iot-layers}
77 \end{figure}
78
79 Closest to the end-user is the presentation layer, it provides the interface between the user and the \gls{IOT} application.
80 In home automation this may be a web interface or a app used on a phone or mounted tablet to interact with the edge devices and view the sensor data.
81
82 The application layer provides the \glspl{API}, interfaces and data storage.
83 A cloud service or local server provides this layer in a typical home automation application.
84
85 All layers are connected using the network layer.
86 In many applications this is implemented using conventional networking techniques such as WiFi or Ethernet.
87 However, networks or layers on top of it tailored to the needs of \gls{IOT} applications have been increasingly popular such as \gls{BLE}, LoRa, ZigBee, LTE-M, or \gls{MQTT}.
88
89 The perception layer---also called edge layer---collects the data and interacts with the environment.
90 It consists of edge devices such as microprocessors equipped with various sensors and actuators.
91 In home automation this layer consists of all the devices hosting the sensors and actuators such as in a smart lightbulb, an actuator to open a door or a temperature and humidity sensor.
92
93 Across the layers, the devices are a large heterogeneous collection of different platforms, protocols, paradigms, and programming languages often resulting in impedance problems or semantic friction between layers when programming \citep{ireland_classification_2009}.
94 Even more so, perception layer specifically often is a heterogeneous collections of microprocessors in itself as well, each having their own peculiarities, language of choice and hardware interfaces.
95 As the edge hardware needs to be cheap, small-scale, and energy efficient, the microprocessors used to power these devices do not have a lot of computational power, only a soup\c{c}on of memory, and little communication bandwidth.
96 Typically the devices do not run a full fledged \gls{OS} but a compiled firmware.
97 This firmware is often written in an imperative language that needs to be flashed to the program memory.
98 Program memory typically is flash based and only lasts a couple of thousand writes before it wears out.
99 While devices are getting a bit faster, smaller, and cheaper, they keep these properties to an extent, greatly reducing the flexibility for dynamic systems where tasks are created on the fly, executed on demand, or require parallel execution.
100 These problems can be mitigated by dynamically sending code to be interpreted to the microprocessor.
101 With interpretation, a specialized interpreter is flashed in the program memory once that receives the program code to execute at runtime.
102
103 %weiser_computer_1991
104 \section{\texorpdfstring{\Glsxtrlongpl{DSL}}{Domain-specific languages}}
105 % General
106 Programming languages can be divided up into two categories: \glspl{DSL}\footnote{Historically this has been called DSEL as well.} and \glspl{GPL}~\citep{fowler_domain_2010}.
107 Where \glspl{GPL} are not made with a demarcated area in mind, \glspl{DSL} are tailor-made for a specific domain.
108 Writing idiomatic domain-specific code in an \gls{DSL} is easy but this may come at the cost of the \gls{DSL} being less expressive to an extent that it may not even be Turing complete.
109 \Glspl{DSL} come in two main flavours: standalone and embedded\footnote{Also called external and internal respectively.} of which \glspl{EDSL} can again be classified into heterogeneous and homogeneous languages (see \cref{fig:hyponymy_of_dsls} for this hyponymy).
110
111 \begin{figure}[ht]
112 \centering
113 \includestandalone{hyponymy_of_dsls}
114 \caption{Hyponymy of \glspl{DSL} (adapted from \citet[pg.\ 2]{mernik_extensible_2013})}%
115 \label{fig:hyponymy_of_dsls}
116 \end{figure}
117
118 \subsection{Standalone and embedded}
119 \glspl{DSL} where historically created as standalone languages, meaning all the machinery is developed solely for the language.
120 The advantage of this approach is that the language designer is free to define the syntax and type system of the language as they wish, not being restricted by any constraint.
121 Unfortunately it also means that they need to develop a compiler or interpreter for the language to be usable making standalone \glspl{DSL} costly to create.
122 Examples of standalone \glspl{DSL} are regular expressions, make, yacc, XML, SQL, \etc.
123
124 A dichotomous approach is embedding the \gls{DSL} in a host language, i.e.\ \glspl{EDSL}~\citep{hudak_modular_1998}.
125 By defining the language as constructs in the host language, much of the machinery is inherited and the cost of creating embedded languages is very low.
126 There is more linguistic reuse~\cite{krishnamurthi_linguistic_2001}.
127 There are however two sides to the this coin.
128 If the syntax of the host language is not very flexible, the syntax of the \gls{DSL} may become clumsy.
129 Furthermore, errors shown to the programmer may be larded with host language errors, making it difficult for a non-expert of the host language to work with the \gls{DSL}.
130
131 \subsection{Heterogeneity and homogeneity}
132 \Citet{tratt_domain_2008} applied a notion from metaprogramming~\citep{sheard_accomplishments_2001} to \glspl{EDSL} to define homogeneity and heterogeneity of \glspl{EDSL} as follows:
133
134 \begin{quote}
135 A homogeneous system is one where all the components are specifically designed to work with each other, whereas in heterogeneous systems at least one of the components is largely, or completely, ignorant of the existence of the other parts of the system.
136 \end{quote}
137
138 Homogeneous \glspl{EDSL} are therefore languages that are solely defined as an extension to their host language.
139 They often restrict features of the host language to provide a safer interface or capture an idiomatic pattern in the host language for reuse.
140 The difference between a library and a homogeneous \glspl{EDSL} is not always clear.
141 Examples of homogeneous \glspl{EDSL} are libraries such as ones for sets, \glspl{GUI} creation, LISP's macro system, \etc.
142
143 On the other hand, heterogeneous \glspl{EDSL} are languages that are not executed in the host language.
144 For example, \citep{elliott_compiling_2003} describe the language Pan, for which the final representation in the host language is a compiler that will, when executed, generate code for a completely different target platform.
145 In fact, \gls{ITASK} and \gls{MTASK} are both heterogeneous \glspl{EDSL} and \gls{MTASK} specifically is a compiling \gls{DSL}.
146
147 \section{\texorpdfstring{\Glsxtrlong{TOP}}{Task-oriented programming}}
148 \Gls{TOP} is a declarative programming paradigm designed to model interactive systems \citep{plasmeijer_task-oriented_2012}.
149 Instead of dividing problems into layers or tiers, as is done in \gls{IOT} architectures as well, it deals with separation of concerns in a novel way.
150 From the data types, utilising various \emph{type-parametrised} concepts, all other aspects are handled automatically (see \cref{fig:tosd}).
151 This approach to software development is called \gls{TOSD}~\citep{wang_maintaining_2018}.
152
153 \begin{figure}[ht]
154 \centering
155 \begin{subfigure}[t]{.5\textwidth}
156 \centering
157 \includestandalone{traditional}
158 \caption{Traditional layered approach.}
159 \end{subfigure}%
160 \begin{subfigure}[t]{.5\textwidth}
161 \centering
162 \includestandalone{tosd}
163 \caption{\Gls{TOSD} approach.}
164 \end{subfigure}
165 \caption{Separation of concerns in a traditional setting and in \gls{TOSD} (adapted from~\cite[pg.\ 20]{wang_maintaining_2018}).}%
166 \label{fig:tosd}
167 \end{figure}
168
169 \begin{description}
170 \item[\Glsxtrshort{UI} (presentation layer):]
171 The \gls{UI} of the system is automatically generated from the representation of the type.
172 % For instance, \gls{TOP} languages implemented in an \gls{FP} language often use generic programming or template metaprogramming to automatically achieve this.
173 % \Gls{TOP} languages embedded in imperative programming languages may use introspection\todo{Do I want this sentence here?}.
174 Even though the \gls{UI} is generated from the structure of the datatypes, in practical \gls{TOP} systems it can be tweaked afterwards to suit the specific needs of the application.
175 \item[Tasks (business layer):]
176 A task is an abstract representation of a piece of work that needs to be done.
177 It provides an intuitive abstraction over work in the real world.
178 Just as with real-life tasks and workflow, tasks can be combined in various ways such as in parallel or in sequence.
179 Furthermore, a task is observable which means it is possible to observe a---partial---result during execution and act upon it by for example starting new tasks.
180 Examples of tasks are filling in a form, sending an email, reading a sensor or even doing a physical task.
181 \item[\Glsxtrshortpl{SDS} (resource access):]
182 Tasks can communicate using task values but this imposes a problem in many collaboration patterns where tasks that are not necessarily related need to share data.
183 Tasks can also share data using \glspl{SDS}, an abstraction over any data.
184 An \gls{SDS} can represent typed data stored in a file, a chunk of memory, a database \etc.
185 \Glspl{SDS} can also represent external impure data such as the time, random numbers or sensory data.
186 Similar to tasks, transformation and combination of \glspl{SDS} is possible.
187 \item[Programming language (\glsxtrshort{UOD}):]
188 The \gls{UOD} from the business layer is explicitly and separately modelled by the relations that exist in the functions of the host language.
189 \end{description}
190
191 The concept of \gls{TOP} originated from the \gls{ITASK} framework, a declarative workflow language for defining multi-user distributed web applications implemented as an \gls{EDSL} in the lazy pure \gls{FP} language \gls{CLEAN}~\citep{plasmeijer_itasks:_2007,plasmeijer_task-oriented_2012}.
192 While \gls{ITASK} conceived \gls{TOP}, it is not the only \gls{TOP} language.
193 Some \gls{TOP} languages arose from Master's and Bachelor's thesis projects (e.g.\ \textmu{}Task \citep{piers_task-oriented_2016} and LTasks \citep{van_gemert_task_2022}) or were created to solve a practical problem (e.g.\ Toppyt \citep{lijnse_toppyt_2022} and hTask \citep{lubbers_htask_2022}).
194
195 Furthermore, \gls{TOPHAT} is a fully formally specified \gls{TOP} language designed to capture the essence of \gls{TOP} formally~\citep{steenvoorden_tophat_2019}.
196 created \textmu{}Task, a \gls{TOP} language for specifying non-interruptible embedded systems implemented as an \gls{EDSL} in \gls{HASKELL}.
197 \citet{van_gemert_task_2022} created LTasks, a \gls{TOP} language for interactive terminal applications implemented in LUA, a dynamically typed imperative language.
198 \citet{lijnse_toppyt_2022} created Toppyt, a \gls{TOP} language based on \gls{ITASK}, implemented in \gls{PYTHON}, but designed to be simpler and smaller.
199 Finally there is \gls{MTASK}, \gls{TOP} language designed for defining workflow for \gls{IOT} devices~\cite{koopman_task-based_2018}.
200 It is written in \gls{CLEAN} as an \gls{EDSL} fully integrated with \gls{ITASK} and allows the programmer to define all layers of an \gls{IOT} system from a single source.
201
202 \section{Outline}
203 \todo[inline]{uitbreiden}
204 On Wikipedia, a rhapsody is defined as follows~\citep{wikipedia_contributors_rhapsody_2022}:
205 \begin{quote}
206 A \textbf{rhapsody} in music is a one-movement work that is episodic yet integrated, free-flowing in structure, featuring a range of highly contrasted moods, colour, and tonality. An air of spontaneous inspiration and a sense of improvisation make it freer in form than a set of variations.
207 \end{quote}
208 This thesis follows the tradition and consists of three movements that are episodic yet integrated, a purely functional rhapsody.
209 \Cref{prt:dsl} is about \gls{EDSL} techniques, \cref{prt:top} elaborates on \gls{TOP} for the \gls{IOT} and \cref{prt:tvt} compares traditional tiered \gls{IOT} architectures to a tierless architectures such as \gls{TOP}.
210 The movements are readable independently if the reader is familiarised with the background material provided in \cref{chp:introduction}.
211 The thesis wraps up with \cref{chp:conclusion} that provides a conclusion and an outlook on future work.
212
213 \subsection*{\nameref{prt:dsl}}
214 This movement is a cumulative---paper-based---movement that focusses on techniques for embedding \glspl{DSL} in \gls{FP} languages.
215 After reading the first chapter, subsequent chapters in this movement are readable independently.
216
217 \subsubsection*{\fullref{chp:dsl_embedding_techniques}}
218 This chapter shows the basic \gls{DSL} embedding techniques and compares the properties of several embedding methods.
219 This chapter is not based on a paper and written as a extra background material for the subsequent chapters in the movement.
220
221 \subsubsection*{\fullref{chp:classy_deep_embedding}}
222 This chapter is based on the paper: \bibentry{lubbers_deep_2022}\todo{change in-press when published}.
223
224 While supervising \citeauthor{amazonas_cabral_de_andrade_developing_2018}'s \citeyear{amazonas_cabral_de_andrade_developing_2018} Master's thesis, focussing on an early version of \gls{MTASK}, a seed was planted for a novel deep embedding technique for \glspl{DSL} where the resulting language is extendible both in constructs and in interpretation using type classes and existential data types.
225 Slowly the ideas organically grew to form the technique shown in the paper.
226
227 The research from this paper and writing the paper was solely performed by me.
228 \Cref{sec:classy_reprise} was added after publication and contains a (yet) unpublished extension of the embedding technique.
229
230 \subsubsection*{\fullref{chp:first-class_datatypes}}
231 This chapter is based on the paper: \bibentry{lubbers_first-class_2022}\todo{change when accepted}.
232
233 It shows how to inherit data types from the host language in \glspl{EDSL} using metaprogramming.
234
235 The research in this paper and writing the paper was performed by me, though there were weekly meetings with Pieter Koopman and Rinus Plasmeijer in which we discussed and refined the ideas.
236
237 \subsection*{\nameref{prt:top}}
238 This part is a monograph focussing on \glspl{TOP} for the \gls{IOT} and hence are the chapters best read in order.
239 The monograph is compiled from the following papers and revised lecture notes.
240
241 \begin{itemize}
242 \item \citeentry{koopman_task-based_2018}
243
244 This was the initial \gls{TOP}/\gls{MTASK} paper.
245 Pieter Koopman wrote it, I helped with the software and research.
246 \item \citeentry{lubbers_task_2018}
247
248 This paper was an extension of my Master's thesis~\citep{lubbers_task_2017}.
249 It shows how a simple imperative variant of \gls{MTASK} was integrated with \gls{ITASK}.
250 While the language was a lot different than later versions, the integration mechanism is still used in \gls{MTASK} today.
251 The research in this paper and writing the paper was performed by me, though there were weekly meetings with Pieter Koopman and Rinus Plasmeijer in which we discussed and refined the ideas.
252 \item \citeentry{lubbers_multitasking_2019}\footnote{%
253 This work acknowledges the support of the ERASMUS+ project ``Focusing Education on Composability, Comprehensibility and Correctness of Working Software'', no. 2017--1--SK01--KA203--035402
254 }
255
256 This paper was a short paper on the multitasking capabilities of \gls{MTASK} in contrast to traditional multitasking methods for \gls{ARDUINO}.
257 The research in this paper and writing the paper was performed by me, though there were weekly meetings with Pieter Koopman and Rinus Plasmeijer.
258 \item \citeentry{koopman_simulation_2018}\footnotemark[\value{footnote}]\todo{change when published}
259
260 These revised lecture notes are from a course on the \gls{MTASK} simulator was provided at the 2018 \gls{CEFP}/\gls{3COWS} winter school in Ko\v{s}ice, Slovakia.
261
262 Pieter Koopman wrote and taught it, I helped with the software and research.
263 \item \citeentry{lubbers_writing_2019}\footnotemark[\value{footnote}]\todo{change when published}
264
265 These revised lecture notes are from a course on programming in \gls{MTASK} provided at the 2019 \gls{CEFP}/\gls{3COWS} summer school in Budapest, Hungary.
266
267 Pieter Koopman prepared and taught half of the lecture and supervised the practical session.
268 I taught the other half of the lecture, wrote the lecture notes, made the assignments and supervised the practical session.
269 \item \citeentry{lubbers_interpreting_2019}
270
271 This paper shows an implementation for \gls{MTASK} for microcontrollers in the form of a compilation scheme and informal semantics description.
272
273 The research in this paper and writing the paper was performed by me, though there were weekly meetings with Pieter Koopman and Rinus Plasmeijer.
274 \item \citeentry{crooijmans_reducing_2022}\todo{change when published}
275
276 This paper shows how to create a scheduler so that devices running \gls{MTASK} tasks can go to sleep more automatically.
277 Furthermore, it shows how to integrate hardware interrupts into \gls{MTASK}.
278 The research was carried out by \citet{crooijmans_reducing_2021} during his Master's thesis.
279 I did the daily supervision and helped with the research, Pieter Koopman was the formal supervisor and wrote most of the paper.
280 \item \emph{Green Computing for the Internet of Things}\footnote{
281 This work acknowledges the support of the Erasmus+ project ``SusTrainable---Promoting Sustainability as a Fundamental Driver in Software Development Training and Education'', no. 2020--1--PT01--KA203--078646}\todo{change when published}
282
283 These revised lecture notes are from a course on sustainable programming using \gls{MTASK} provided at the 2022 SusTrainable summer school in Rijeka, Croatia.
284
285 Pieter prepared and taught a quarter of the lecture and supervised the practical session.
286 I prepared and taught the other three quarters of the lecture, made the assignments and supervised the practical session\todo{writing contribution}.
287 \end{itemize}
288
289 \subsection*{\nameref{prt:tvt}}
290 This chapter is based on the journal paper: \citeentry{lubbers_could_2022}\todo{change when published}\footnote{This work is an extension of the conference article: \citeentry{lubbers_tiered_2020}\footnotemark{}}.
291 \footnotetext{This paper was partly funded by the Radboud-Glasgow Collaboration Fund.}
292
293 It compares programming traditional tiered architectures to tierless architectures by showing a qualitative and a quantitative four-way comparison of a smart campus application.
294
295 Writing the paper was performed by all authors.
296 I created the server application, the \gls{CLEAN}/\gls{ITASK}/\gls{MTASK} implementation (\glsxtrshort{CWS}) and the \gls{CLEAN}/\gls{ITASK} implementation (\glsxtrshort{CRS})
297 Adrian Ramsingh created the \gls{MICROPYTHON} implementation (\glsxtrshort{PWS}), the original \gls{PYTHON} implementation (\glsxtrshort{PRS}) and the server application were created by Jeremy Singer, Dejice Jacob and Kristian Hentschel~\citep{hentschel_supersensors:_2016}.
298
299 \input{subfilepostamble}
300 \end{document}