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walkthrough.md

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Walkthrough

Step 1: Create an Engine

  let { Engine } = require('json-rules-engine');
  let engine = new Engine();

More on engines can be found here

Step 2: Add Rules

Rules are composed of two components: conditions and events. Conditions are a set of requirements that must be met to trigger the rule's event.

let event = {
  type: 'young-adult-rocky-mnts',
  params: {
    giftCard: 'amazon',
    value: 50
  }
};
let conditions = {
  all: [
    {
      fact: 'age',
      operator: 'greaterThanInclusive',
      value: 18
    }, {
      fact: 'age',
      operator: 'lessThanInclusive',
      value: 25
    },
    {
      any: [
        {
          fact: 'state',
          params: {
            country: 'us'
          },
          operator: 'equal',
          value: 'CO'
        }, {
          fact: 'state',
          params: {
            country: 'us'
          },
          operator: 'equal',
          value: 'UT'
        }
      ]
    }
  ]
};
engine.addRule({ conditions, event });

The example above demonstrates a rule for finding individuals between 18 and 25 who live in either Utah or Colorado.

More on rules can be found here

Step 3: Define Facts

Facts are constant values or pure functions. Using the current example, if the engine were to be run, it would throw an exception: Undefined fact:'age' (note: this behavior can be disable via engine options).

Let's define some facts:

/*
 * Define the 'state' fact
 */
let stateFact = function(params, almanac) {
  // rule "params" value is passed to the fact
  // 'almanac' can be used to lookup other facts
  // via almanac.factValue()
  return almanac.factValue('zip-code')
    .then(zip => {
      return stateLookupByZip(params.country, zip);
    });
};
engine.addFact('state', stateFact);

/*
 * Define the 'age' fact
 */
let ageFact = function(params, almanac) {
  // facts may return a promise when performing asynchronous operations
  // such as database calls, http requests, etc to gather data
  return almanac.factValue('userId').then((userId) => {
    return getUser(userId);
  }).then((user) => {
    return user.age;
  })
};
engine.addFact('age', ageFact);

/*
 * Define the 'zip-code' fact
 */
let zipCodeFact = function(params, almanac) {
  return almanac.factValue('userId').then((userId) => {
    return getUser(userId);
  }).then((user) => {
    return user.zipCode;
  })
};
engine.addFact('zip-code', zipCodeFact);

Now when the engine is run, it will call the methods above whenever it encounters the fact: "age" or fact: "state" properties.

Important: facts should be pure functions; their computed values will vary based on the params argument. By establishing facts as pure functions, it allows the rules engine to cache results throughout each run(); facts called multiple times with the same params will trigger the computation once and cache the results for future calls. If fact caching not desired, this behavior can be turned off via the options; see the docs.

More on facts can be found here. More on almanacs can be found here

Step 4: Handing Events

When rule conditions are met, the application needs to respond to the event that is emitted.

// subscribe directly to the 'young-adult' event
engine.on('young-adult-rocky-mnts', (params) => {
  // params: {
  //   giftCard: 'amazon',
  //   value: 50
  // }
});

// - OR -

// subscribe to any event emitted by the engine
engine.on('success', function (event, almanac, ruleResult) {
    console.log('Success event:\n', event);
  // event: {
  //   type: "young-adult-rocky-mnts",
  //   params: {
  //     giftCard: 'amazon',
  //     value: 50
  //   }
  // }
});

Step 5: Run the engine

Running an engine executes the rules, and fires off event events for conditions that were met. The fact results cache will be cleared with each run()

// evaluate the rules
//engine.run();

// Optionally, facts known at runtime may be passed to run()
engine.run({ userId: 1 });  // any time a rule condition requires 'userId', '1' will be returned

// run() returns a promise
engine.run({ userId: 4 }).then(({ events }) => {
  console.log('all rules executed; the following events were triggered: ', events.map(result => JSON.stringify(event)))
});

Helper methods (for this example)

function stateLookupByZip(country, zip) {
  var state;
  switch (zip.toString()) {
    case '80014':
      state = 'CO';
      break;
    case '84101':
      state = 'UT';
      break;
    case '90210':
      state = 'CA';
      break;
    default:
      state = 'NY';
  }

  return state;
}

var users = {
  1: {age: 22, zipCode: 80014},
  2: {age: 16, zipCode: 80014},
  3: {age: 35, zipCode: 84101},
  4: {age: 23, zipCode: 90210},
};

function getUser(id) {
  return new Promise((resolve, reject) => {
    setTimeout(() => {
      resolve(users[id]);
    }, 500);
  });
}