Memento

Without violating encapsulation, capture and externalize an object's internal state so that the object can be restored to this state later.

Introduction

• Classification: Behavior Pattern

• Purpose: Memento allows users to store and restore old versions of an object without interfering with the content of that object.

Problem

Imagine that you’re creating a text editor app. In addition to simple text editing, your editor can format text, insert inline images, etc.

At some point, you decided to let users undo any operations carried out on the text. This feature has become so common over the years that nowadays people expect every app to have it. For the implementation, you chose to take the direct approach. Before performing any operation, the app records the state of all objects and saves it in some storage. Later, when a user decides to revert an action, the app fetches the latest snapshot from the history and uses it to restore the state of all objects.

Before executing an operation, the app saves a snapshot of the objects’ state, which can later be used to restore objects to their previous state.

Let’s think about those state snapshots. How exactly would you produce one? You’d probably need to go over all the fields in an object and copy their values into storage. However, this would only work if the object had quite relaxed access restrictions to its contents. Unfortunately, most real objects won’t let others peek inside them that easily, hiding all significant data in private fields.

Ignore that problem for now and let’s assume that our objects behave like hippies: preferring open relations and keeping their state public. While this approach would solve the immediate problem and let you produce snapshots of objects’ states at will, it still has some serious issues. In the future, you might decide to refactor some of the editor classes, or add or remove some of the fields. Sounds easy, but this would also require changing the classes responsible for copying the state of the affected objects.

How to make a copy of the object’s private state?

But there’s more. Let’s consider the actual “snapshots” of the editor’s state. What data does it contain? At a bare minimum, it must contain the actual text, cursor coordinates, current scroll position, etc. To make a snapshot, you’d need to collect these values and put them into some kind of container.

Most likely, you’re going to store lots of these container objects inside some list that would represent the history. Therefore the containers would probably end up being objects of one class. The class would have almost no methods, but lots of fields that mirror the editor’s state. To allow other objects to write and read data to and from a snapshot, you’d probably need to make its fields public. That would expose all the editor’s states, private or not. Other classes would become dependent on every little change to the snapshot class, which would otherwise happen within private fields and methods without affecting outer classes.

It looks like we’ve reached a dead end: you either expose all internal details of classes, making them too fragile, or restrict access to their state, making it impossible to produce snapshots. Is there any other way to implement the "undo"?

Solution

All problems that we’ve just experienced are caused by broken encapsulation. Some objects try to do more than they are supposed to. To collect the data required to perform some action, they invade the private space of other objects instead of letting these objects perform the actual action.

The Memento pattern delegates creating the state snapshots to the actual owner of that state, the originator object. Hence, instead of other objects trying to copy the editor’s state from the “outside,” the editor class itself can make the snapshot since it has full access to its own state.

The pattern suggests storing the copy of the object’s state in a special object called memento. The contents of the memento aren’t accessible to any other object except the one that produced it. Other objects must communicate with mementos using a limited interface which may allow fetching the snapshot’s metadata (creation time, the name of the performed operation, etc.), but not the original object’s state contained in the snapshot.

The originator has full access to the memento, whereas the caretaker can only access the metadata.

Such a restrictive policy lets you store mementos inside other objects, usually called caretakers. Since the caretaker works with the memento only via the limited interface, it’s not able to tamper with the state stored inside the memento. At the same time, the originator has access to all fields inside the memento, allowing it to restore its previous state at will.

In our text editor example, we can create a separate history class to act as the caretaker. A stack of mementos stored inside the caretaker will grow each time the editor is about to execute an operation. You could even render this stack within the app’s UI, displaying the history of previously performed operations to a user.

When a user triggers the undo, the history grabs the most recent memento from the stack and passes it back to the editor, requesting a roll-back. Since the editor has full access to the memento, it changes its own state with the values taken from the memento.

Structure

Implementation based on nested classes

The classic implementation of the pattern relies on support for nested classes, available in many popular programming languages (such as C++, C#, and Java).

1. The Originator class can produce snapshots of its own state, as well as restore its state from snapshots when needed.

2. The Memento is a value object that acts as a snapshot of the originator’s state. It’s a common practice to make the memento immutable and pass it the data only once, via the constructor.

3. The Caretaker knows not only “when” and “why” to capture the originator’s state, but also when the state should be restored.

   A caretaker can keep track of the originator’s history by storing a stack of mementos. When the originator has to travel back in history, the caretaker fetches the topmost memento from the stack and passes it to the originator’s restoration method.

4. In this implementation, the memento class is nested inside the originator. This lets the originator access the fields and methods of the memento, even though they’re declared private. On the other hand, the caretaker has very limited access to the memento’s fields and methods, which lets it store mementos in a stack but not tamper with their state.

Implementation based on an intermediate interface

There’s an alternative implementation, suitable for programming languages that don’t support nested classes (yeah, PHP, I’m talking about you).

1. In the absence of nested classes, you can restrict access to the memento’s fields by establishing a convention that caretakers can work with a memento only through an explicitly declared intermediary interface, which would only declare methods related to the memento’s metadata.

2. On the other hand, originators can work with a memento object directly, accessing fields and methods declared in the memento class. The downside of this approach is that you need to declare all members of the memento public.

Implementation with even stricter encapsulation

There’s another implementation which is useful when you don’t want to leave even the slightest chance of other classes accessing the state of the originator through the memento.

1. This implementation allows having multiple types of originators and mementos. Each originator works with a corresponding memento class. Neither originators nor mementos expose their state to anyone.

2. Caretakers are now explicitly restricted from changing the state stored in mementos. Moreover, the caretaker class becomes independent from the originator because the restoration method is now defined in the memento class.

3. Each memento becomes linked to the originator that produced it. The originator passes itself to the memento’s constructor, along with the values of its state. Thanks to the close relationship between these classes, a memento can restore the state of its originator, given that the latter has defined the appropriate setters.

Advantages & disadvantages

Advantage

• Preserving the encapsulation principle: directly using the object's state may reveal detailed information inside the object and violate the encapsulation principle.

• Simplify the Originator code by letting Memento store the Originator's state and Caretaker manage the Originator's change history.

• Some issues to consider when using Memento Pattern:

• When a large number of Mementos are created, there may be problems with memory and application performance.

• It is difficult to ensure that the internal state of Memento is not changed.

Disadvantage

• App consumes a lot of RAM and processing if clients create mementos too often.

• Caretakers must monitor the originator's lifecycle so they can destroy unused mementos.

• Most modern languages, or more specifically dynamic programming languages, such as PHP, Python and Javascript, cannot guarantee that the state inside a memento is kept untouched.

When to use it

• Applications that need functionality need Undo/Redo: save the state of an external object and can restore/rollback later.

• Suitable for applications that need transaction management.

Applicability

• Use the Memento pattern when you want to produce snapshots of the object’s state to be able to restore a previous state of the object.

  • The Memento pattern lets you make full copies of an object’s state, including private fields, and store them separately from the object. While most people remember this pattern thanks to the “undo” use case, it’s also indispensable when dealing with transactions (i.e., if you need to roll back an operation on error).

• Use the pattern when direct access to the object’s fields/getters/setters violates its encapsulation.

  • The Memento makes the object itself responsible for creating a snapshot of its state. No other object can read the snapshot, making the original object’s state data safe and secure.

How to Implement

1. Determine what class will play the role of the originator. It’s important to know whether the program uses one central object of this type or multiple smaller ones.

2. Create the memento class. One by one, declare a set of fields that mirror the fields declared inside the originator class.

3. Make the memento class immutable. A memento should accept the data just once, via the constructor. The class should have no setters.

4. If your programming language supports nested classes, nest the memento inside the originator. If not, extract a blank interface from the memento class and make all other objects use it to refer to the memento. You may add some metadata operations to the interface, but nothing that exposes the originator’s state.

5. Add a method for producing mementos to the originator class. The originator should pass its state to the memento via one or multiple arguments of the memento’s constructor.

   The return type of the method should be of the interface you extracted in the previous step (assuming that you extracted it at all). Under the hood, the memento-producing method should work directly with the memento class.

6. Add a method for restoring the originator’s state to its class. It should accept a memento object as an argument. If you extracted an interface in the previous step, make it the type of the parameter. In this case, you need to typecast the incoming object to the memento class, since the originator needs full access to that object.

7. The caretaker, whether it represents a command object, a history, or something entirely different, should know when to request new mementos from the originator, how to store them and when to restore the originator with a particular memento.

8. The link between caretakers and originators may be moved into the memento class. In this case, each memento must be connected to the originator that had created it. The restoration method would also move to the memento class. However, this would all make sense only if the memento class is nested into originator or the originator class provides sufficient setters for overriding its state.

Relations with Other Patterns

• You can use Command and Memento together when implementing “undo”. In this case, commands are responsible for performing various operations over a target object, while mementos save the state of that object just before a command gets executed.
• You can use Memento along with Iterator to capture the current iteration state and roll it back if necessary.
• Sometimes Prototype can be a simpler alternative to Memento. This works if the object, the state of which you want to store in the history, is fairly straightforward and doesn’t have links to external resources, or the links are easy to re-establish.