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ARROW-13834: [R][Documentation] Document the process of creating R bindings for compute kernels and rationale behind conventions #11915

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2 changes: 2 additions & 0 deletions r/_pkgdown.yml
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href: articles/developers/install_details.html
- text: Docker
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- text: Writing Bindings
href: articles/developers/bindings.html
reference:
- title: Multi-file datasets
contents:
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---
title: "Writing Bindings"
---

```{r, include=FALSE}
library(arrow, warn.conflicts = FALSE)
library(dplyr, warn.conflicts = FALSE)
```

When writing bindings between C++ compute functions and R functions, the aim is
to expose the C++ functionality via existing R functions. The syntax and
functionality should match that of the existing R functions
(though with some exceptions) so that users are able to use existing tidyverse
or base R syntax, whilst taking advantage of the speed and functionality of the
underlying arrow package.

# Implementing bindings to work within dplyr pipelines

One of main ways in which users interact with arrow is via
[dplyr](https://dplyr.tidyverse.org/) syntax called on Arrow objects. For
example, when a user calls `dplyr::mutate()` on an Arrow Tabular,
Dataset, or arrow data query object, the Arrow implementation of `mutate()` is
used and under the hood, translates the dplyr code into Arrow C++ code.

When using `dplyr::mutate()` or `dplyr::filter()`, you may want to use functions
from other packages. The example below uses `stringr::str_detect()`.

```{r}
library(dplyr)
library(stringr)
starwars %>%
filter(str_detect(name, "Darth"))
```
This functionality has also been implemented in Arrow, e.g.:

```{r}
library(arrow)
arrow_table(starwars) %>%
filter(str_detect(name, "Darth")) %>%
collect()
```

This is possible as a **binding** has been created between the call to the
stringr function `str_detect()` and the Arrow C++ code, here as a direct mapping
to `match_substring_regex`. You can see this for yourself by inspecting the
arrow data query object without retrieving the results via `collect()`.


```{r}
arrow_table(starwars) %>%
filter(str_detect(name, "Darth"))
```

In the following sections, we'll walk through how to create a binding between an
R function and an Arrow C++ function.

## Walkthrough

Imagine you are writing the bindings for the C++ function
[`starts_with()`](https://arrow.apache.org/docs/cpp/compute.html#containment-tests)
and want to bind it to the (base) R function `startsWith()`.

First, take a look at the docs for both of those functions.

### Examining the R function

Here are the docs for R's `startsWith()` (also available at https://stat.ethz.ch/R-manual/R-devel/library/base/html/startsWith.html)

```{r, echo=FALSE, out.width="50%"}
knitr::include_graphics("./startswithdocs.png")
```

It takes 2 parameters; `x` - the input, and `prefix` - the characters to check
if `x` starts with.

### Examining the C++ function

Now, go to
[the compute function documentation](https://arrow.apache.org/docs/cpp/compute.html#containment-tests)
and look for the Arrow C++ library's `starts_with()` function:

```{r, echo=FALSE, out.width="50%"}
knitr::include_graphics("./starts_with_docs.png")
```

The docs show that `starts_with()` is a unary function, which means that it takes a
single data input. The data input must be a string-like class, and the returned
value is boolean, both of which match up to R's `startsWith()`.

There is an options class associated with `starts_with()` - called [`MatchSubstringOptions`](https://arrow.apache.org/docs/cpp/api/compute.html#_CPPv4N5arrow7compute21MatchSubstringOptionsE)
- so let's take a look at that.

```{r, echo=FALSE, out.width="50%"}
knitr::include_graphics("./matchsubstringoptions.png")
```

Options classes allow the user to control the behaviour of the function. In
this case, there are two possible options which can be supplied - `pattern` and
`ignore_case`, which are described in the docs shown above.

### Comparing the R and C++ functions

What conclusions can be drawn from what you've seen so far?

Base R's `startsWith()` and Arrow's `starts_with()` operate on equivalent data
types, return equivalent data types, and as there are no options implemented in
R that Arrow doesn't have, this should be fairly simple to map without a great
deal of extra work.

As `starts_with()` has an options class associated with it, we'll need to make
sure that it's linked up with this in the R code.

In case you're wondering about the difference between arguments in R and options
in Arrow, in R, arguments to functions can include the actual data to be
analysed as well as options governing how the function works, whereas in the
C++ compute functions, the arguments are the data to be analysed and the
options are for specifying how exactly the function works.

So let's get started.

### Step 1 - add unit tests

We recommend a test-driven-development approach - write failing tests first,
then check that they fail, and then write the code needed to make them pass.
Thinking up-front about the behavior which needs testing can make it easier to
reason about the code which needs writing later.

Look up the R function that you want to bind the compute kernel to, and write a
set of unit tests that use a dplyr pipeline and `compare_dplyr_binding()` (and
perhaps even `compare_dplyr_error()` if necessary. These functions compare the
output of the original function with the dplyr bindings and make sure they match.
We recommend looking at the documentation next to the source code for these
functions to get a better understanding of how they work.

You should make sure you're testing all parameters of the R function in your
tests.

Below is a possible example test for `startsWith()`.

```{r, eval = FALSE}
test_that("startsWith behaves identically in dplyr and Arrow", {
df <- tibble(x = c("Foo", "bar", "baz", "qux"))

compare_dplyr_binding(
.input %>%
filter(startsWith(x, "b")) %>%
collect(),
df
)

})
```

### Step 2 - hook up the compute function with options class if necessary

If the C++ compute function can have options specified, make sure that the
function is linked with its options class in `make_compute_options()` in the
file `arrow/r/src/compute.cpp`. You can find out if a compute function requires
options by looking in the docs here: https://arrow.apache.org/docs/cpp/compute.html

In the case of `starts_with()`, it looks something like this:

```cpp
if (func_name == "starts_with") {
using Options = arrow::compute::MatchSubstringOptions;
bool ignore_case = false;
if (!Rf_isNull(options["ignore_case"])) {
ignore_case = cpp11::as_cpp<bool>(options["ignore_case"]);
}
return std::make_shared<Options>(cpp11::as_cpp<std::string>(options["pattern"]),
ignore_case);
}
```

You can usually copy and paste from a similar existing example. In this case,
as the option `ignore_case` doesn't map to any parameters of `startsWith()`, we
give it a default value of `false` but if it's been set, use the set value
instead. As the `pattern` argument maps directly to `prefix` in `startsWith()`
we can pass it straight through.

### Step 3 - Map the R function to the C++ kernel

The next task is writing the code which binds the R function to the C++ kernel.

#### Step 3a - see if direct mapping is appropriate
Compare the C++ function and R function. If they are simple functions with no
options, it might be possible to directly map between the C++ and R in
`unary_function_map`, in the case of compute functions that operate on single
columns of data, or `binary_function_map` for those which operate on 2 columns
of data.

As `startsWith()` requires options, direct mapping is not appropriate.

#### Step 3b - If direct mapping not possible, try a modified implementation
If the function cannot be mapped directly, some extra work may be needed to
ensure that calling the arrow version of the function results in the same result
as calling the R version of the function. In this case, the function will need
adding to the `nse_funcs` list in `arrow/r/R/dplyr-functions.R`. Here is how
this might look for `startsWith()`:

```{r, eval = FALSE}
nse_funcs$startsWith <- function(x, prefix) {
Expression$create(
"starts_with",
x,
options = list(pattern = prefix)
)
}
```

Hint: you can use `call_function()` to call a compute function directly from R.
This might be useful if you want to experiment with a compute function while
you're writing bindings for it, e.g.

```{r}
call_function(
"starts_with",
Array$create(c("Apache", "Arrow", "R", "package")),
options = list(pattern = "A")
)
```

### Step 4 - Run your tests.

If they pass, you're done! Submit a PR. If you've modified the C++ code in the
R package (for example, when hooking up a binding to its options class), you
should make sure to run `arrow/r/lint.sh` to lint the code.
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