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Coping with Complexity

Albert Einstein wrote:


Introduction

Tiki started in 2002 and it's the FLOSS Web Application with the most built-in features since perhaps 2005 or 2006. Since the beginning, Tiki was designed/destined to have a lot of features. Ref: SourceForge.net Project of the Month, July 2003 .

Back in the days, many of the web apps had just one "main" feature. Ex.: PhpWiki , phpBB . Especially in the early years of Tiki, there have been concerns voiced by some (in the community and well-wishers) that having all these features and such an ambitious goal was a huge risk. Essentially, the concern is: "yes, it can work now at a small scale, but as more features are added, the complexity increases and it will eventually implode/grind to a halt"


Recently (June 2011), in the context of a discussion about Tiki Suite , someone pointed out these concerns. I hadn't heard them for years and I figured that the description of the Tiki model along with Tiki's success in recent years had laid those concerns to rest. However, when one person expresses concerns, it very likely represents a larger number of people that think this silently. Thus, this page is to explain how Tiki historically copes with complexity, speculates on what it would look like if/when we reach difficulties, and in general, offers ideas on how to avoid them in the future.

A Wikipedian was once quoted: ‘The problem with Wikipedia is that it only works in practice. In theory, it can never work.’ . Tiki has a lot of similarities and some people think it can never work, or it can't scale.

Note: For the purpose of this essay, extensions, modules, add-ons and plugins are all synonyms. This is code which is not part of the main (core) code base. This is very common for Web applications.

Defining the concept

This is not just a code complexity issue. It is also a community-management issue. It affects documentation, etc.

"At the heart of the argument is the distinction between accidental complexity and essential complexity. Accidental complexity relates to problems that we create on our own and which can be fixed; for example, the details of writing and optimizing assembly code or the delays caused by batch processing. Essential complexity is caused by the problem to be solved, and nothing can remove it; if users want a program to do 30 different things, then those 30 things are essential and the program must do those 30 different things."
http://en.wikipedia.org/wiki/No_Silver_Bullet

"In technology strategy, the second half of the chessboard is a phrase, coined by Ray Kurzweil, in reference to the point where an exponentially growing factor begins to have a significant economic impact on an organization's overall business strategy."
http://en.wikipedia.org/wiki/Wheat_and_chessboard_problem#Second_half_of_the_chessboard

"The software Peter principle is used in software engineering to describe a dying project which has little by little become too complex to be understood even by its own developers. It is well known in the industry as a silent killer of projects, and by the time the symptoms arise it is often too late to do anything about it. Good managers can avoid this disaster by establishing clear coding practices where unnecessarily complicated code and design is avoided. The name is (...) derived from the Peter Principle — a theory about incompetence in hierarchical organizations"
http://en.wikipedia.org/wiki/Software_Peter_principle

"Economies of scope are conceptually similar to economies of scale. Whereas economies of scale for a firm primarily refers to reductions in the average cost (cost per unit) associated with increasing the scale of production for a single product type, economies of scope refers to lowering the average cost for a firm in producing two or more products."
http://en.wikipedia.org/wiki/Economies_of_scope

Related links:


What are examples of this?


How did they cope? Did they drop some goals? Did they split the project? What can we learn to avoid the issues?

Hurd

In later discussions Torvalds explained the reasons for its choice: a fully modular architecture, like the one adopted for HURD, would have posed problems to a degree of complexity that it could have compromised the accomplishment of the project. To avoid such risks and keep the degree of complexity of the project as low as possible, Torvalds decided to design a monolith and he actually wrote all the architectural specs himself, avoiding all the problems related to collective projects (e.g. division of labor, coordination, communication). On the other hand, the HURD micro–kernel, a project in direct competition with the Linux kernel, has paid for the choice of pursuing a fully modular approach from the beginning in terms of the continuous delays that have plagued its development. Nowadays, it is still under active development and still lacks the stability and performance assured by the Linux kernel.

Source: Modular Design and the Development of Complex Artifacts: Lessons from Free/Open Source Software by A. Narduzzo & A. Rossi

Hard to compare a Web App to a kernel. Actually, the unified approach of Tiki is closer to the Torvalds approach.

"The Mach microkernel imposed problems on the HURD developers that have been difficult to surmount, and despite the criticisms of Tanenbaum and others, the choice of a monolithic kernel for Linux made it easier to fulfill the first imperative of all free software developers, which was a working free operating system."
Source: http://www.h-online.com/open/features/GNU-HURD-Altered-visions-and-lost-promise-1030942.html?page=3

What are other examples?


Why do things become complex?

Intertwingularity

EVERYTHING IS DEEPLY INTERTWINGLED. In an important sense there are no "subjects" at all; there is only all knowledge, since the cross-connections among the myriad topics of this world simply cannot be divided up neatly. Hierarchical and sequential structures, especially popular since Gutenberg, are usually forced and artificial. Intertwingularity is not generally acknowledged—people keep pretending they can make things hierarchical, categorizable and sequential when they can't. --Ted Nelson
http://en.wikipedia.org/wiki/Intertwingularity
http://shirky.com/writings/ontology_overrated.html
http://en.wikipedia.org/wiki/Ted_Nelson

While Ted Nelson coined "Intertwingularity" to express the "complexity of interrelations in human knowledge", it's the same problem for software. There will always be overlap for features and use cases. For example, a learning management system has some feature overlap (ex.: user system and calendar) with a groupware so adding missing functionality (ex.: gradebook) to a groupware is less work than maintaining two apps. So, as Tiki adds features with each version, it progressively becomes easier and easier to cover various use cases.

Dependency hell

"Dependency hell is a colloquial term for the frustration of some software users who have installed software packages which have dependencies on specific versions of other software packages."
http://en.wikipedia.org/wiki/Dependency_hell

Tiki is pretty much immune to this because all the code is in the core. All features are released at the same time.

Zawinski's Law

Zawinski's Law of Software Envelopment (also known as Zawinski's Law ) relates the pressure of popularity to the phenomenon of software bloat.

"Every program attempts to expand until it can read mail. Those programs which cannot so expand are replaced by ones which can."

Coping with Zawinski's Law

When planes crash, do we blame gravity? We must cope with this!


In a community FLOSS project, it'll be difficult to get consensus on what is "needed" and what is "bloat".


Paraphrasing Clay Shirky, the solvable problem is not feature overload, it's better filters.

Thus, your next option is to have an extension system like Drupal & Joomla! or an all-in-one model like Tiki.

After a while, some features get so many options that it becomes spagetthi (in the UI, the code or both). It's important to refactor when this happens. The Tiki model permits major changes between versions without abandoning part of the community see: Adaptability.

Combinatorial explosion

"In mathematics, a combinatorial explosion describes the effect of functions that grow very rapidly as a result of combinatorial considerations."
http://en.wikipedia.org/wiki/Combinatorial_explosion

As the feature list grows and everything is supposed to interact with everything, the number of things that can go wrong increases quickly. When there are several extensions for similar purposes, this adds even more complexity.

Decomposition of complex problems in nearly–independent sub–problems is a complex activity itself

"Literature both in management and in computer science has clearly pointed out the pros and cons of modular design and we have already discussed the undervalued difficulties that designers face when they invent modular architectures for complex systems. Along with Simon’s perspective, it has been shown that the decomposition of complex problems in nearly–independent sub–problems (i.e. modules) is a complex activity itself (Marengo et al., 2001). At the beginning, designers do not know precisely how to conceptualize the modules of new artifacts; later, when a first conceptualization is reached, they still vaguely know how good is the chosen architecture, compared to the other that have not been considered."
Source: Modular Design and the Development of Complex Artifacts: Lessons from Free/Open Source Software (2003)

How much complexity can we cope with?

Hard to tell. There is no mathematical formula! But globally, the larger, more diverse, more vibrant and more collaborative the community, the more complexity we can cope with.

  • More features & more code bring more complexity.
  • More eyeballs help cope with complexity
  • More features bring more users and thus, more eyeballs.
    • Either current users of the software stay with it instead of using something else, or the long feature list attracts people.
    • "Essential complexity is caused by the problem to be solved, and nothing can remove it; if users want a program to do 30 different things, then those 30 things are essential and the program must do those 30 different things." — http://en.wikipedia.org/wiki/No_Silver_Bullet


We also can't predict the adaptive capacity of collaborative communities. Wikipedia has succeeded in less than 10 years of covering much more knowledge than anything. Few people predicted success at the current levels.

‘The problem with Wikipedia is that it only works in practice. In theory, it can never work.’

Tiki "only" has had over 250 code contributors (see the list of all code contributors) and many other projects have proven that FLOSS can scale up much much higher than Dunbar's number .

What symptoms should we look out for?

It's one of those things it's hard to tell at which precise instant that complexity "took over" and maybe by the time you see it, it's hard to reverse course.

Innovation slowing down

What if adding new features becomes so time-consuming because of all the things to take into account?

In recent years, thanks to improvements in Tiki, additional building blocks and things are becoming easier for web apps, it's easier than it ever was to innovate.

Commit stats evolution

If commits stats start going down (which is not the case for Tiki), is it because of complexity or because features are more stable?

Code base growing faster than the community

If you look at the LOCs count (which is not a great measure I agree, but just to illustrate), you will see that LOCs of Tiki has a progressive growth while the Drupal/Joomla/WordPress projects have for the extensions/add-ons an exponential code base to deal with. My argument is that this is caused by feature duplication in the extensions (which brings complexity via the exponential combinations)

Tiki LOCs is growing slowly with all the features that are added. We regularly proceed to refactoring which simplifies and reduces the code base. Source Lines of Code

Putting things into perspective

Tiki 7.1 contains 11348 files and it's the FLOSS Web Application with the most built-in features.

About half the code in Tiki is maintained by the Tiki community and the other half is re-using code from external libraries like Smarty, Zend Framework, jQuery, etc.

So say we maintain about 6000 files. Sounds like quite a bit, but let's put this into perspective:


Tiki covers the vast majority of features that these 3 systems offer via the thousands of extensions. So just about any project you could do with Joomla!, WordPress or Drupal, you could also do it with Tiki.

Yet, they have more extensions to maintain than we have files! (and since they can't possibly maintain them all, it leads to dead-end extensions and disappointed end-users).

Also, compare Tiki vs Drupal code base , and you will see that we are coping brilliantly with complexity

Releases become slower or more difficult

Not only is Tiki the web app with the most built-in features, no other major CMS / Web app has released more major versions in the last 4 years:


It's so fast that part of our community prefers to use LTS versions!

To be fair, WordPress also had 8 major releases during the same approximate time frame ( http://wordpress.org/about/roadmap/ ) but it has way less features. More recently than Tiki, Typo3 and Joomla! have moved to a 6-month release cycle. But in all these cases, with their extension-based model, not all features are ready at the same time. And sometimes, extensions are never ported to the next version. Thanks to the Tiki model, we have inherent synchronized releases

There is no sign of slowing down, etc. and even if development slowed down (because of maturity of features, less developers, etc.), there would still be a new version every 6 months, albeit with less innovation.

Releases have actually become easier because we have streamlined the process and thanks to the release schedule, the whole community is synchronized.

Developers increasingly want to work on other projects

If the code base becomes so unpleasant to work with... It's important to have clean-up/refactoring projects.

The best answer to this is customer-financed projects with decent timelines. The customer needs some new features and it's more cost-efficient to clean/refactor before adding it. So we must continue to be a great platform for projects and Consultants/Web shops.

Arguments supporting that we are still very far from being on the "second part of the chessboard".

If we were on the exponentially hard part, we would see

  • an increasing effort for enhancements: instead, things are becoming easier and easier, as we re-use code that is in place and take advantage of better components
  • an increasing effort for releases: our packaging/release infrastructure is getting better & better. (with more automation)

Yes, but it could happen eventually

This is really hard to debate as it's something that may happen some time in the future and no one can prove anything either way until it happens (the success or the failure). Every year goes by, one camp says: "I told you so". The other camp says: "wait, it's coming eventually"

It's important to listen to concerns and to act accordingly. Perhaps the warnings have in fact become a self-defeating prophecy ?

What makes you make you think that the community won't adapt?

What does the Tiki model do well to cope with complexity?

  • PHP/MySQL/Zend Framework/Smarty/jQuery are our base and we re-use a lot of code. So this reduces our workload. All of these are in evolution (notably ZF2, Smarty3) so our base is as future-proof as it can be. We have offloaded a lot of work to these components and avoided new work by reusing what they offer. In fact, more than half the code shipped in Tiki comes from an external library and we don't have to maintain. We just upstream fixes when we have some. Please see: Source Lines of Code.
  • A diverse community, including commercial ecosystem
  • Easy to contribute to
  • Our Dogfood is really good now. Tiki, as a community, relies on Tiki to collaborate. For example: our bug tracker was not very good at first and this was an added workload (not only fix bugs, but also improve the bug tracker). But now, Tiki as an application is powerful and mature. Thus, our community is more efficient (all other things being equal) than a community with a less powerful/integrated tool or a tool that they can't tailor to their needs.
  • The Wiki Way is really good for dealing with complexity, as proven most notably by Wikipedia.
  • A lot of people never thought Wikipedia would become this big. Yet, Wikipedia is an example of spectacular volume and growth. It gets bigger and more complex but with more people, they can address more. And Wikipedia has huge server costs to cover. In Tiki's case, even doubling the number of features/developers/users won't cause a significant financial risk. We'll need a few more dedicated servers. Except for Google Summer of Code, all contributions to Tiki have been by the community (via consulting companies, IT departments, etc.). The GSoC contributions certainly made some features appears faster than otherwise, but after the introduction, they are community-maintained, without any external funding.
  • Maintainability
    • We proceed to regular cleanups to push features to the browsers (ex.: spellcheckers). See: Endangered features
    • We dropped the goal of database independence to focus on MySQL to keep things simpler and streamline.
  • Upgradeability
  • Adaptability
    • Tiki can make major changes between versions without abandoning part of the community. Examples of refactoring include
      • Themes in Tiki3
      • jQuery in Tiki3
      • Permissions in Tiki4
      • UTF-8 handling in Tiki5
      • Trackers in Tiki7
      • Comments in Tiki8
  • Release early, release often
  • Paraphrasing Clay Shirky, the solvable problem is not feature overload, it's better filters.
  • profiles.tiki.org

All-in-one model reduces complexity

Some people think that all the code in core increases complexity. That's because they are just looking at the core. A normal usage of a core + extension app necessarily means that you will use a bunch of extensions. Thus, you need to take this "real-World usage" into account.

Now, all-in-one code base leads to more core re-use, less duplication, more code review, and avoids dependency hell. See more about the Tiki model.

Where are the risks and how to mitigate them?

Things are becoming easier for Web apps

Software in general is getting better and expectations are higher. But in general, it's quite clear that things are easier every year for a FLOSS Web Application.

  • Better overall ecosystem (better browsers, faster JavaScript, HTML5) is making things easier.
  • SVN vs CVS
  • PHP5 vs PHP4, jQuery vs hand-coding JavaScript, etc.
    • All these components are generally good with backward compatibility
  • Hardware is faster and can cope with more (Moore's law)
  • Internet connections are more readily available, faster and more reliable.
  • When we started our spreadsheet in 2004 . browsers were slow and it was tough to make it cross-platform. This recent revamp with jQuery is day & night
  • MapServer vs GoogleMaps/OpenStreetMaps is another example where things have become so much easier.
  • jQuery Mobile + modern handsets is a walk in the park compared to supporting WAP phones !
  • We tried to add WebDAV support several years ago. It worked but it was so slow that it was barely usable. Now, we are back with eZ Components's implementation of WebDAV
  • UTF-8 support is not what it was in 2002 when Tiki started!

So what now?

Remaing use cases

If we look at the use cases, Roadmap, and missing features, it's clear that it's proportionally a small number compared to what already has been done. And it's mostly just more of what we are really good at. For example, adding a time sheet to Tiki is not going to be the straw that broke the camel's back !

I repeat that Tiki (as is) is the FLOSS Web application with by far the most built-in features. It is also among the fastest if not the fastest release cycle of comparable apps (Drupal, Joomla!, Plone, Typo3, TWiki, etc.). And more features attracts more people. With enough people and with collaboration, we are solidly on top of complexity challenges for Tiki.

Tiki Suite

Will Tiki Suite take us to a tipping point where things start to break down? This is a legitimate risk/concern because Tiki Suite is not "more of the same". It takes the Tiki community out of its confort zone and it involves

  • different communities
  • different repositories
  • different technologies
  • different development philosophies
  • different release schedules
  • etc.


It also introduces dependency challenges that Tiki has mostly avoided until now.

This being said, every day, there are SysAdmins/IT architects that are building their own "Suite" and coping with the complexity. They are mostly doing this per organization. They may add a bit of re-contributed glueware here & there but it's essentially individual initiatives without community & sustainability.

How can a community be less efficient than these uncoordinated initiatives?

What is proposed is to federate the efforts of this type of person and to get the projects themselves to collaborate. Tiki & BigBlueButton already has this type of collaboration . Kaltura as well

To reduce the risk:

1- Pick the right components

  • Bring community and experience to the project
  • That deal with their own internal complexities
    • We are not asking people to change their client OS, as all client apps are cross-platform.
  • http://suite.tiki.org/Tiki+Suite+Component+critera
  • Use the same technology when possible
    • ClearOS is our choice because it's PHP/MySQL/jQuery like Tiki vs otherwise excellent option Zentyal that is in Perl.


2- Attract critical mass of eyeballs
The same way some of the Tiki community members are hitting limitations and need something like ClearOS or Jitsi, some of the Jitsi community members need something like Tiki or ClearOS. So because of the complementary nature of the components, each community has those needs. And those energies are not currently canalized in an organized way.

ClearOS reports 118 000 registered systems : A good chunk will be interested in complementary features.

For Tiki, we don't have system registration, so we don't know how many installs, except that it's a lot. Most are on shared hosting so the Suite is out of reach (unless a SaaS option is readily available). However, even a small portion adds up to a lot of potential users :-)

3- Be strict on supported versions

To reduce dependency hell , we'll be very strict on the version numbers that are supported. We'll likely start by following the Tiki release schedule and use whatever component version number is available at that time. We'll try to get the component communities to adopt synchronized releases . And down the road, we'll make an LTS version.

4- Loose coupling
http://en.wikipedia.org/wiki/Loose_coupling

5- Use/Promote Open Standards

6- Incorporate glueware in the respective component projects (vs maintaining code at suite.tiki.org)

alias

Complexity

mlp wrote:
comment: what is the problem exactly?
This comment would pose that complexity in itself is not a problem. The tiki development process is basically an organic one - a self regulating self limiting process. Tiki grows the same way as a tree does, branching and growing continuously. The compliment of organic growth for a tree, as in tiki, is that not all branches or features must live. Lots of branches (features, experiments) go in a direction that doesn't encounter much sunlight (usage). These die and eventually are pruned off, which is a healthy process for the tree overall.

It is certainly possible that tiki will reach a stage where the growth is less upward and outward, but more of a thickening (cross feature integration). The risks of complexity though, by and large only come into play where complexity meets inflexibility. As a software project Tiki only guarantees to be itself, what it is at the moment, unlike proprietary projects it is not bound to serve or upgrade an existing client base, backward compatibility is viewed as important but not essential, projects can stay put on LTS releases. The openness to contributions accepts a lot more energy, and ultimately it is the volume of energy that determines the size of the project and the tree. The bottom line is that tiki is what its current community of users and developers want it to be, and whatever level of complexity it has now is "just right" for that set of people.

Other ideas

  • It would be nice to have a historical chart. I suspect it would show that the number of new features is slowing down and that our code base complexity is under control.
    • Lines of Code
    • Number of prefs
    • Number of active devs (like Ohloh.net)


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Torsten Fabricius, 09:54 UTC, Wed 19 Feb 2014: Hello everybody, please mind the ((TikiFestSysadmin2014)) in August. Mainly meant for the Sysadmins, which are located in and near Germany (and France), active community members from Canada are expected to be attending.
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