Fundamentals of Data Visualization for iOS

View event on Meetup.com
Date
Thursday, March 28, 2013, 4:30 PM
Venue
726 Main St, Redwood City, CA 94063

Here at Personal Capital, we grapple with the challenges of financial data visualization every day. With two years of iterations on both web and mobile, we have created an iOS App that more than a few times helped us achieve UX nirvana: a wowed and happy user, each time she uses our app.

Join us at our March meetup where we review some of the common data visualization challenges and walk you through the implementation of two of our best solutions.

You can read about this topic and other subject at our engineering blog: http://techblog.personalcapital.com/

</The Personal Capital Engineers>

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Mobile Webkit CSS Sizing Bug: Hardware Acceleration Edition

Why translateZ is not your friend

It’s a well-known “secret” that you can force webkit engines into hardware accelerated rendering by applying what should be non-effectual[link] css3[link] transforms[link]. The reason you care is though HTML5 mobile apps are great, they still require effort to get that native feeling for simple tasks like scrolling[link to momentum scrolling post] and animations. As a result, if you google something like “momentum scrolling html5″ you’ll see posts that give you snippets like this:

*:not(html) {
     -webkit-transform: translateZ(0);
}

and variations thereof.

The main issue with css like this is that it can quickly crash your mobile app with an out of memory error by asking webkit to hardware accelerate every DOM element in the page, which it apparently wasn’t built to do. The other issue is that it’s just not obvious what else is affected when you switch on hardware acceleration all the way down the render tree.

Here’s a simple example where adding a transform modifies how webkit sizes an element:

What You Expected

Now With Extra Whitespace

And here’s the HTML/CSS to make it happen (you can see the same behavior in Chrome Mac 21.0.1180.89):

&lt;!doctype html&gt;
&lt;html&gt;

    &lt;head&gt;
        &lt;style type="text/css"&gt;
            body {
                margin: 0;
            }
            #app {
                width: 100%;
                height: 100%;
                margin-left: -20px;
                background: #323232;
                -webkit-transform: translateZ(0);
            }
            .title-bar {
                position: fixed;
                top: 0;
                left: 0;
                right: 0;
                height: 48px;
                text-align: center;
                background: #323232;
                color: #FFF;
            }
            .title-bar h2 {
                margin: 8px 0;
                font-size: 26px;
            }
        &lt;/style&gt;
    &lt;/head&gt;

    &lt;body&gt;
        &lt;div id="app"&gt;
            &lt;div class="title-bar"&gt;
                 &lt;h2&gt;App Title&lt;/h2&gt;

            &lt;/div&gt;
        &lt;/div&gt;
    &lt;/body&gt;

&lt;/html&gt;

There are three ways to fix the issue:

  1. remove “margin-left: -20px” from #app
  2. remove “width: 100%” from #app
  3. remove “-webkit-transform: translateZ(0)” from #app

Regardless of how you think this should render, the fact is that adding the webkit transform does change the sizing of the #app element in an unexpected (at least to me) way. Though easily diagnosed and fixed, it means I’ll have to spend more time scrutinizing the rendering layout leaving less time for building the actual functionality of an app, for now.

What? margin-left: -20px?

So how did I happen across this randomness? I was playing around with using Bootstrap and the built-in responsive design for mobile site development and it’s grid system uses negative margins as part of its column alignment. Hence, this post.

JS Hacks: Dead Simple Javascript Variable Change Watchers

a mini-recipe for making binding magic

Writing boilerplate to change variables, re-calculate aggregate values and update views sucks and is error-prone.

De-coupleing the management of your data with whatever other parts of your application that affects makes your application more flexible, more testable, and actually easier to understand because there’s less munging of concerns within a single function.

Most of the newer Javascript frameworks have some sort of pattern for variable binding, in Backbone it’s model change events [http://backbonejs.org/#Model] , in Ember it’s controller bindings [http://emberjs.com/documentation/#toc_setting-up-bindings] and Ember.Observable [http://emberjs.com/api/classes/Ember.Observable.html], in Angular [http://angularjs.org/] it’s done declaratively but in the HTML directly and the same is true with KnockoutJS [http://knockoutjs.com/].

However, if you feel like some of these solutions are overly complex, don’t dig the get()/set() syntax or are interested in building a purpose-driven micro-framework you might be interested to know that Javascript actually supports transparent getter/setter functions just like ruby, java, actionscript and others. Here is a simple trio of functions that exposes this to you in a cross-browser manner and even notifies you of modifications done on an array (IE9+):

function watch(target, prop, handler) {
    if (target.__lookupGetter__(prop) != null) {
        return true;
    }
    var oldval = target[prop],
        newval = oldval,
        self = this,
        getter = function () {
            return newval;
        },
        setter = function (val) {
            if (Object.prototype.toString.call(val) === '[object Array]') {
                val = _extendArray(val, handler, self);
            }
            oldval = newval;
            newval = val;
            handler.call(target, prop, oldval, val);
        };
    if (delete target[prop]) { // can't watch constants
        if (Object.defineProperty) { // ECMAScript 5
            Object.defineProperty(target, prop, {
                get: getter,
                set: setter,
                enumerable: false,
                configurable: true
            });
        } else if (Object.prototype.__defineGetter__ &amp;&amp; Object.prototype.__defineSetter__) { // legacy
            Object.prototype.__defineGetter__.call(target, prop, getter);
            Object.prototype.__defineSetter__.call(target, prop, setter);
        }
    }
    return this;
};

function unwatch(target, prop) {
    var val = target[prop];
    delete target[prop]; // remove accessors
    target[prop] = val;
    return this;
};

// Allows operations performed on an array instance to trigger bindings
function _extendArray(arr, callback, framework) {
    if (arr.__wasExtended === true) return;

    function generateOverloadedFunction(target, methodName, self) {
        return function () {
            var oldValue = Array.prototype.concat.apply(target);
            var newValue = Array.prototype[methodName].apply(target, arguments);
            target.updated(oldValue, motive);
            return newValue;
        };
    }
    arr.updated = function (oldValue, self) {
        callback.call(this, 'items', oldValue, this, motive);
    };
    arr.concat = generateOverloadedFunction(arr, 'concat', motive);
    arr.join = generateOverloadedFunction(arr, 'join', motive);
    arr.pop = generateOverloadedFunction(arr, 'pop', motive);
    arr.push = generateOverloadedFunction(arr, 'push', motive);
    arr.reverse = generateOverloadedFunction(arr, 'reverse', motive);
    arr.shift = generateOverloadedFunction(arr, 'shift', motive);
    arr.slice = generateOverloadedFunction(arr, 'slice', motive);
    arr.sort = generateOverloadedFunction(arr, 'sort', motive);
    arr.splice = generateOverloadedFunction(arr, 'splice', motive);
    arr.unshift = generateOverloadedFunction(arr, 'unshift', motive);
    arr.__wasExtended = true;

    return arr;
}

Now you can register a handler that will be called every time any part of your code updates a bound variable. For example:

var data = {
     quantity: 0
     , products:  []
}
, watcher = function(propertyName, oldValue, newValue){ … update some other pieces of the application … };

watch(data, 'quantity', watcher);
watch(data, 'products', watcher);

If you’re stepping through your javascript console as you add these you can see that after each call to watch, the properties on data are redefined as getter/setters. So now, you can do things like:

data.quantity = 7;
data.products.push('beer')

and notice that your watcher function is called automatically with the new property values. Hooray!

Now your watcher function can manage propagating the changes to the rest of your application instead of you manually doing that in every place you might update your variables. If we take this one step further, we can get a [sweet way to de-couple concerns even further by providing multiple watch functions per variable - different blog post].

This code is adapted from @eligrey’s original gist which itself is originally modeled after Gecko’s built in watch() functionality.

Five Pitfalls of Using Hibernate and JPA for Startups

View event on Meetup.com
Date
Tuesday, January 29, 2013, 7:00 PM
Venue
726 Main St, Redwood City, CA 94063

Stop struggling to use Hibernate THE HARD WAY …

 

We’re going to talk about 5 critical pitfalls of using Hibernate.

 

If you are like most startups, you have abstracted away managing your data access layer to Hibernate so you can stop thinking about it and focus on your business logic… but the problem is that “you’ve stopped thinking about” your data access layer.

 

Hibernate allowed us to tackle a grand vision with a small team, and more recently we spent a good number of days trying to fine tune it to our growing user base.

 

Come join us for a night of bashing (and praising) Hibernate over food and drink.

 

Our engineering blog is here: http://techblog.personalcapital.com/

</The Personal Capital Engineers>

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Six Tips on Defining WebService APIs

Frameworks such as PhoneGap or Sencha created a great promise of rapid development of fast and impressive apps across different platforms by focusing on client code reuse. We want to share a more holistic architecture across the server and client that let you go native on each client platform and still take advantage of code reuse.

The idea is simple: if you have control over both the server and the client design, you should not settle for a solution that only optimizes one.  If you “look at the whole board” and optimize the server for the clients, you won’t need to sacrifice the user experience for the sake of client code reuse.

Primary design goals for Personal Capital include:

  • Perfect balance between an feature-rich application and an intuitive navigation scheme
  • Creating the absolute best user experience; and
  • 100% accurate data presentation

With these design goals, we’re not satisfied with the defaults of each client platform, let alone defaults of shared code across multiple client platforms! At Personal Capital we have customized every component and every interaction in the pursuit of user happiness and achieving UX nirvana: a wowed and happy user each time that she uses our service.

Our Architecture

Our approach is simple: Go Native but optimize the server’s Web Services APIs for the client by following six simple tips to gain the time and flexibility we need to make our app stand out, on each platform, in its own way. We started experimenting with these rules two years ago when we created our Second Generation APIs, and optimized them as much as possible for the clients. These six principles allow us to streamline design and QA, and free up our client developers to spend the majority of their time on what they do best: making amazing user experiences.

Tip #1 Let Your Client Developers Write the Server API Definitions

API definitions are normally dictated by the server engineers, and REST enthusiasts and typical server-driven development paradigms have made it uncommon for client developers to be more than tangentially involved in server API definition before coding starts. We flipped this model on its head and relied on our client developers to drive the API definition, and as a result the server became much more attuned to how the clients expect the data to be structured, and minimized re-work later by maximizing communication early on.

Tip #2 Let Your Server Developers Take As Much Logic Out of Client Code as Possible

Avoid replicating code across many clients that you support and move as much logic as possible to the server. Having business logic in the client code is analogous to hard coding a configuration value. The pivotal point for us was realizing it’s better to have simple, thin, and pretty clients than complex, thick ones that have duplicated and hard coded business logic. Smart clients are a burden. Now each of the discussions between client and server developers is about “how can the server make the client’s code simpler?”

Tip #3 Don’t Be Afraid of Specialized APIs

Let’s just say this: it’s OK to serve the same data from more than one API. Why? Because when clients get data in the format they need, directly from the server, they can get it on screen faster by skipping complex transformations. And when the data format changes on the server, those changes are transparent to the clients. This has the added benefit of also not needing to care how the data is being used elsewhere in the client, making your client more loosely coupled and modular.

Tip #4 Let the Server Enforce Uniformity Across Clients

When it comes time to support multiple clients, the more you push responsibilities like rounding of amounts, calculation, and string formatting up to the server, the more time you will save your development and QA teams. You won’t need to spend time re-writing the same formatting and calculation rules on each client and fixing the same bugs on each platform. If it’s correct coming from the server, it will be correct everywhere.

Tip #5 No Workflow State Machines on the Clients

Likewise, when dealing with multiple clients, the more you push the complex state machines that deal with business logics into the server, the faster you will be able to iterate. For example instead of having a logic on the client that says “if user is in state x, and this is the first time that she is attempting to do y, show message z” just tell the client to show message z. All that logic can be encapsulated on the server and the API can just tell the client what to do. The time to market gained between each client writing and testing a complex flow versus each client simply responding to server flags is huge. It’s the difference between crazy nested ifs and a simple switch statement. Keep the complex state machines tucked safely in an API. Let your clients focus on display logic, and not managing business state.

Tip #6 Fast, Rich and Flexible APIs

If you follow all these tips, the payoff is huge: shorter time to market, simpler client code, less bugs. But if you want to pull this off, you must:

  • Make calling an API fast, really fast. Round-trip time of a request has to be as short as possible. This means server-side caching, is a must.
  • Create rich APIs that can deliver a lot of data in one call; this is especially important for mobile applications where the network overhead is much greater.
  • Add enough controls in the API definition to allow the client to ask for the right amount of data based on their flow. E.g. iPhone may not show transaction details and would just need the summary, but iPad and web do want to show these data. Give the clients the control to request the right data amount.
  • Gzip your responses as much as possible. The performance lift you get on mobile and web apps from this simple change are amazing!
  • Client-side caching of the API responses is just as important and reduces reliance on network stability to a great deal.

Go Native!

With loosely coupled client modules that receive pre-formatted data, and client developers that don’t need to implement tons of complex business logic, you can focus your client developers on what they do best. You’ve successfully freed up enough cycles that you can afford the extra spit and polish that will make your app stand out from the rest.

Last month we held a Meetup that we discussed these principles and how through this architecture you can reduce your client code base by not sharing client code, but rather sharing server code. You can watch the video here.