diff --git a/Abstract v1.0.md b/Abstract.md similarity index 100% rename from Abstract v1.0.md rename to Abstract.md diff --git a/DesignRules.md b/DesignRules.md new file mode 100644 index 0000000..55d9541 --- /dev/null +++ b/DesignRules.md @@ -0,0 +1,667 @@ +# The Design Rules + +## Resources + +The REST architectural style is centered around the concept of a [resource](#dfn-resource). A resource is the key abstraction of information, where every piece of information is named by assigning a globally unique [URI](#dfn-uri) (Uniform Resource Identifier). Resources describe *things*, which can vary between physical objects (e.g. a building or a person) and more abstract concepts (e.g. a permit or an event). + +
API-05: Use nouns to name resources
+This is different than RPC-style APIs, where verbs are often used to perform certain actions:
+API-54: Use plural nouns to name collection resources
+Example collection resources, describing a list of things:
+https://api.example.org/v1/gebouwen+
https://api.example.org/v1/vergunningen
Singular resources contained within a collection resource are generally named by appending a path segment for the identification of each individual resource.
+Example singular resource, contained within a collection resource:
+https://api.example.org/v1/gebouwen/3b9710c4-6614-467a-ab82-36822cf48db1+
https://api.example.org/v1/vergunningen/d285e05c-6b01-45c3-92d8-5e19a946b66f
Singular resources that stand on their own, i.e. which are not contained within a collection resource, must be named with a path segment that is written in the singular form.
+Example singular resource describing the profile of the currently authenticated user:
+https://api.example.org/v1/gebruikersprofiel+
API-04: Define interfaces in Dutch unless there is an official English glossary available
+API-48: Leave off trailing slashes from URIs
+URI without a trailing slash (correct):
+https://api.example.org/v1/gebouwen+
URI with a trailing slash (incorrect):
+https://api.example.org/v1/gebouwen/+
API-53: Hide irrelevant implementation details
+API-03: Only apply standard HTTP methods
+PATCH method specification [[rfc5789]] offer a set of standard methods, where every method is designed with explicit semantics. Adhering to the HTTP specification is crucial, since HTTP clients and middleware applications rely on standardized characteristics.
+ | Method | +Operation | +Description | +
|---|---|---|
GET |
+ Read | +Retrieve a resource representation for the given URI. Data is only retrieved and never modified. | +
POST |
+ Create | +Create a subresource as part of a collection resource. This operation is not relevant for singular resources. This method can also be used for exceptional cases. | +
PUT |
+ Create/update | +Create a resource with the given URI or replace (full update) a resource when the resource already exists. | +
PATCH |
+ Update | +Partially updates an existing resource. The request only contains the resource modifications instead of the full resource representation. | +
DELETE |
+ Delete | +Remove a resource with the given URI. | +
| + Request | +Description | +
|---|---|
GET /rijksmonumenten |
+ Retrieves a list of national monuments. | +
GET /rijksmonumenten/12 |
+ Retrieves an individual national monument. | +
POST /rijksmonumenten |
+ Creates a new national monument. | +
PUT /rijksmonumenten/12 |
+ Modifies national monument #12 completely. | +
PATCH /rijksmonumenten/12 |
+ Modifies national monument #12 partially. | +
DELETE /rijksmonumenten/12 |
+ Deletes national monument #12. | +
HTTP also defines other methods, e.g. HEAD, OPTIONS and TRACE. For the purpose of this design rule, these operations are left out of scope.
API-01: Adhere to HTTP safety and idempotency semantics for operations
+| Method | +Safe | +Idempotent | +
|---|---|---|
GET |
+ Yes | +Yes | +
HEAD |
+ Yes | +Yes | +
OPTIONS |
+ Yes | +Yes | +
POST |
+ No | +No | +
PUT |
+ No | +Yes | +
PATCH |
+ No | +No | +
DELETE |
+ No | +Yes | +
It's a misconception that there should be no state at all. The stateless communication constraint should be seen from the server's point of view and states that the server should not be aware of any session state.
+ +Stateless communication offers many advantages, including: +* *Simplicity* is increased because the server doesn't have to memorize or retrieve session state while processing requests +* *Scalability* is improved because not having to incorporate session state across multiple requests enables higher concurrency and performance +* *Observability* is improved since every request can be monitored or analyzed in isolation without having to incorporate session context from other requests +* *Reliability* is improved because it eases the task of recovering from partial failures since the server doesn't have to maintain, update or communicate session state. One failing request does not influence other requests (depending on the nature of the failure of course). + +API-02: Do not maintain session state on the server
+The client of a REST API could be a variety of applications such as a browser application, a mobile or desktop application and even another server serving as a backend component for another client. REST APIs should therefore be completely client-agnostic.
+API-06: Use nested URIs for child resources
+When modelling resources for a news platform including the ability for users to write comments, it might be a good strategy to model the collection resources hierarchically:
+https://api.example.org/v1/articles/123/comments+
The platform might also offer a photo section, where the same commenting functionality is offered. In the same way as for articles, the corresponding sub-collection resource might be published at:
+https://api.example.org/v1/photos/456/comments+
These nested sub-collection resources can be used to post a new comment (POST method) and to retrieve a list of comments (GET method) belonging to the parent resource, i.e. the article or photo. An important consideration is that these comments could never have existed without the existence of the parent resource.
From the consumer's perspective, this approach makes logical sense, because the most obvious use case is to show comments below the parent article or photo (e.g. on the same web page) including the possibility to paginate through the comments. The process of posting a comment is separate from the process of publishing a new article. Another client use case might also be to show a global latest comments section in the sidebar. For this use case, an additional resource could be provided:
+https://api.example.org/v1/comments+
If this would have not been a meaningful use case, this resource should not exist at all. Because it doesn't make sense to post a new comment from a global context, this resource would be read-only (only GET method is supported) and may possibly provide a more compact representation than the parent-specific sub-collections.
The singular resources for comments, referenced from all 3 collections, could still be modelled on a higher level to avoid deep nesting of URIs (which might increase complexity or problems due to the URI length):
+https://api.example.org/v1/comments/123+
https://api.example.org/v1/comments/456
Although this approach might seem counterintuitive from a technical perspective (we simply could have modelled a single /comments resource with optional filters for article and photo) and might introduce partially redundant functionality, it makes perfect sense from the perspective of the consumer, which increases developer experience.
API-10: Model resource operations as a sub-resource or dedicated resource
+goedgekeurd that can be modified by issuing a PATCH request against the resource. Drawback of this approach is that the resource does not contain any metadata about the operation (when and by whom was the approval given? Was the submission declined in an earlier stage?). Furthermore, this requires a fine-grained authorization model, since approval might require a specific role./inzendingen/12/beoordelingen and add an approval or declination by issuing a POST request. To be able to retrieve the review history (and to consistently adhere to the REST principles), also support the GET method for this resource. The /inzendingen/12 resource might still provide a goedgekeurd boolean attribute (same as approach 1) which gets automatically updated on the background after adding a review. This attribute should however be read-only./search or /_search. Depending on the operation characteristics, GET and/or POST method may be supported for such a resource.+
+API-16: Use OpenAPI Specification for documentation
+API-17: Publish documentation in Dutch unless there is existing documentation in English
+API-51: Publish OAS document at a standard location in JSON-format
+Clients (such as Swagger UI or ReDoc) must be able to retrieve the document without having to authenticate. Furthermore, the CORS policy for this URI must allow external domains to read the documentation from a browser environment.
+The standard location for the OAS document is a URI called openapi.json or openapi.yaml within the base path of the API. This can be convenient, because OAS document updates can easily become part of the CI/CD process.
At least the JSON format must be supported. When having multiple (major) versions of an API, every API should provide its own OAS document(s).
+An API having base path https://api.example.org/v1/ must publish the OAS document at:
https://api.example.org/v1/openapi.json+
Optionally, the same OAS document may be provided in YAML format:
+https://api.example.org/v1/openapi.yaml+
API-18: Include a deprecation schedule when deprecating features or versions
+API-19: Schedule a fixed transition period for a new major API version
+API-20: Include the major version number in the URI
+v. This allows the exploration of multiple versions of an API in the browser. The minor and patch version numbers are not part of the URI and may not have any impact on existing client implementations.
+ An example of a base path for an API with current version 1.0.2:
+https://api.example.org/v1/+
API-55: Publish a changelog for API changes between versions
+When releasing new (major, minor or patch) versions, all API changes must be documented properly in a publicly available changelog.
+API-56: Adhere to the Semantic Versioning model when releasing API changes
+major.minor.patch template. When releasing a new version which contains backwards-incompatible changes, a new major version must be released. Minor and patch releases may only contain backwards compatible changes (e.g. the addition of an endpoint or an optional attribute).
+ API-57: Return the full version number in a response header
+Since the URI only contains the major version, it's useful to provide the full version number in the response headers for every API call. This information could then be used for logging, debugging or auditing purposes. In cases where an intermediate networking component returns an error response (e.g. a reverse proxy enforcing access policies), the version number may be omitted.
+The version number must be returned in an HTTP response header named API-Version (case-insensitive) and should not be prefixed.
An example of an API version response header:
+API-Version: 1.0.2+
API-05: Use nouns to name resources
-Because resources describe things (and thus not actions), resources are referred to using nouns (instead of verbs) that are relevant from the perspective of the user of the API.
-A few correct examples of nouns as part of a URI:
-This is different than RPC-style APIs, where verbs are often used to perform certain actions:
-API-54: Use plural nouns to name collection resources
-Because a collection resource represents multiple things, the path segment describing the name of the collection resource must be written in the plural form.
-Example collection resources, describing a list of things:
-https://api.example.org/v1/gebouwen-
https://api.example.org/v1/vergunningen
Singular resources contained within a collection resource are generally named by appending a path segment for the identification of each individual resource.
-Example singular resource, contained within a collection resource:
-https://api.example.org/v1/gebouwen/3b9710c4-6614-467a-ab82-36822cf48db1-
https://api.example.org/v1/vergunningen/d285e05c-6b01-45c3-92d8-5e19a946b66f
Singular resources that stand on their own, i.e. which are not contained within a collection resource, must be named with a path segment that is written in the singular form.
-Example singular resource describing the profile of the currently authenticated user:
-https://api.example.org/v1/gebruikersprofiel-
API-04: Define interfaces in Dutch unless there is an official English glossary available
-Since the exact meaning of concepts is often lost in translation, resources and the underlying attributes should be defined in the Dutch language unless there is an official English glossary available. Publishing an API for an international audience might also be a reason to define interfaces in English.
-Note that glossaries exist that define useful sets of attributes which should preferably be reused. Examples can be found at schema.org.
-API-48: Leave off trailing slashes from URIs
-According to the URI specification [[rfc3986]], URIs may contain a trailing slash. However, for REST APIs this is considered as a bad practice since a URI including or excluding a trailing slash might be interpreted as different resources (which is strictly speaking the correct interpretation).
-To avoid confusion and ambiguity, a URI must never contain a trailing slash. When requesting a resource including a trailing slash, this must result in a 404 (not found) error response and not a redirect. This enforces API consumers to use the correct URI.
-URI without a trailing slash (correct):
-https://api.example.org/v1/gebouwen-
URI with a trailing slash (incorrect):
-https://api.example.org/v1/gebouwen/-
API-53: Hide irrelevant implementation details
-An API should not expose implementation details of the underlying application. The primary motivation behind this design rule is that an API design must focus on usability for the client, regardless of the implementation details under the hood. The API, application and infrastructure need to be able to evolve independently to ease the task of maintaining backwards compatibility for APIs during an agile development process.
-A few examples of implementation details:
-API-03: Only apply standard HTTP methods
-The HTTP specification [[rfc7231]] and the later introduced PATCH method specification [[rfc5789]] offer a set of standard methods, where every method is designed with explicit semantics. Adhering to the HTTP specification is crucial, since HTTP clients and middleware applications rely on standardized characteristics. Therefore, resources must be retrieved or manipulated using standard HTTP methods.
| Method | -Operation | -Description | -
|---|---|---|
GET |
- Read | -Retrieve a resource representation for the given URI. Data is only retrieved and never modified. | -
POST |
- Create | -Create a subresource as part of a collection resource. This operation is not relevant for singular resources. This method can also be used for exceptional cases. | -
PUT |
- Create/update | -Create a resource with the given URI or replace (full update) a resource when the resource already exists. | -
PATCH |
- Update | -Partially updates an existing resource. The request only contains the resource modifications instead of the full resource representation. | -
DELETE |
- Delete | -Remove a resource with the given URI. | -
The following table shows some examples of the use of standard HTTP methods:
-| Request | -Description | -
|---|---|
GET /rijksmonumenten |
- Retrieves a list of national monuments. | -
GET /rijksmonumenten/12 |
- Retrieves an individual national monument. | -
POST /rijksmonumenten |
- Creates a new national monument. | -
PUT /rijksmonumenten/12 |
- Modifies national monument #12 completely. | -
PATCH /rijksmonumenten/12 |
- Modifies national monument #12 partially. | -
DELETE /rijksmonumenten/12 |
- Deletes national monument #12. | -
HTTP also defines other methods, e.g. HEAD, OPTIONS and TRACE. For the purpose of this design rule, these operations are left out of scope.
API-01: Adhere to HTTP safety and idempotency semantics for operations
-The HTTP protocol [[rfc7231]] specifies whether an HTTP method should be considered safe and/or idempotent. These characteristics are important for clients and middleware applications, because they should be taken into account when implementing caching and fault tolerance strategies.
-Request methods are considered safe if their defined semantics are essentially read-only; i.e., the client does not request, and does not expect, any state change on the origin server as a result of applying a safe method to a target resource. A request method is considered idempotent if the intended effect on the server of multiple identical requests with that method is the same as the effect for a single such request.
-The following table describes which HTTP methods must behave as safe and/or idempotent:
-| Method | -Safe | -Idempotent | -
|---|---|---|
GET |
- Yes | -Yes | -
HEAD |
- Yes | -Yes | -
OPTIONS |
- Yes | -Yes | -
POST |
- No | -No | -
PUT |
- No | -Yes | -
PATCH |
- No | -No | -
DELETE |
- No | -Yes | -
It's a misconception that there should be no state at all. The stateless communication constraint should be seen from the server's point of view and states that the server should not be aware of any session state.
- -Stateless communication offers many advantages, including: -* *Simplicity* is increased because the server doesn't have to memorize or retrieve session state while processing requests -* *Scalability* is improved because not having to incorporate session state across multiple requests enables higher concurrency and performance -* *Observability* is improved since every request can be monitored or analyzed in isolation without having to incorporate session context from other requests -* *Reliability* is improved because it eases the task of recovering from partial failures since the server doesn't have to maintain, update or communicate session state. One failing request does not influence other requests (depending on the nature of the failure of course). - -API-02: Do not maintain session state on the server
-In the context of REST APIs, the server must not maintain or require any notion of the functionality of the client application and the corresponding end user interactions. To achieve full decoupling between client and server, and to benefit from the advantages mentioned above, no session state must reside on the server. Session state must therefore reside entirely on the client.
-The client of a REST API could be a variety of applications such as a browser application, a mobile or desktop application and even another server serving as a backend component for another client. REST APIs should therefore be completely client-agnostic.
-API-06: Use nested URIs for child resources
-When having a child resource which can only exist in the context of a parent resource, the URI should be nested. In that case, the child resource does not necessarily have a top-level collection resource. The best way to explain this design rule is by example.
-When modelling resources for a news platform including the ability for users to write comments, it might be a good strategy to model the collection resources hierarchically:
-https://api.example.org/v1/articles/123/comments-
The platform might also offer a photo section, where the same commenting functionality is offered. In the same way as for articles, the corresponding sub-collection resource might be published at:
-https://api.example.org/v1/photos/456/comments-
These nested sub-collection resources can be used to post a new comment (POST method) and to retrieve a list of comments (GET method) belonging to the parent resource, i.e. the article or photo. An important consideration is that these comments could never have existed without the existence of the parent resource.
From the consumer's perspective, this approach makes logical sense, because the most obvious use case is to show comments below the parent article or photo (e.g. on the same web page) including the possibility to paginate through the comments. The process of posting a comment is separate from the process of publishing a new article. Another client use case might also be to show a global latest comments section in the sidebar. For this use case, an additional resource could be provided:
-https://api.example.org/v1/comments-
If this would have not been a meaningful use case, this resource should not exist at all. Because it doesn't make sense to post a new comment from a global context, this resource would be read-only (only GET method is supported) and may possibly provide a more compact representation than the parent-specific sub-collections.
The singular resources for comments, referenced from all 3 collections, could still be modelled on a higher level to avoid deep nesting of URIs (which might increase complexity or problems due to the URI length):
-https://api.example.org/v1/comments/123-
https://api.example.org/v1/comments/456
Although this approach might seem counterintuitive from a technical perspective (we simply could have modelled a single /comments resource with optional filters for article and photo) and might introduce partially redundant functionality, it makes perfect sense from the perspective of the consumer, which increases developer experience.
API-10: Model resource operations as a sub-resource or dedicated resource
-There are resource operations which might not seem to fit well in the CRUD interaction model. For example, approving of a submission or notifying a customer. Depending on the type of the operation, there are three possible approaches:
-goedgekeurd that can be modified by issuing a PATCH request against the resource. Drawback of this approach is that the resource does not contain any metadata about the operation (when and by whom was the approval given? Was the submission declined in an earlier stage?). Furthermore, this requires a fine-grained authorization model, since approval might require a specific role./inzendingen/12/beoordelingen and add an approval or declination by issuing a POST request. To be able to retrieve the review history (and to consistently adhere to the REST principles), also support the GET method for this resource. The /inzendingen/12 resource might still provide a goedgekeurd boolean attribute (same as approach 1) which gets automatically updated on the background after adding a review. This attribute should however be read-only./search or /_search. Depending on the operation characteristics, GET and/or POST method may be supported for such a resource.In this design rule, approach 2 and 3 are preferred.
-API-16: Use OpenAPI Specification for documentation
-The OpenAPI Specification (OAS) [[OPENAPIS]] defines a standard, language-agnostic interface to RESTful APIs which allows both humans and computers to discover and understand the capabilities of the service without access to source code, documentation, or through network traffic inspection. When properly defined, a consumer can understand and interact with the remote service with a minimal amount of implementation logic.
-API documentation must be provided in the form of an OpenAPI definition document which conforms to the OpenAPI Specification (from v3 onwards). As a result, a variety of tools can be used to render the documentation (e.g. Swagger UI or ReDoc) or automate tasks such as testing or code generation. The OAS document should provide clear descriptions and examples.
-API-17: Publish documentation in Dutch unless there is existing documentation in English
-In line with design rule API-04, the OAS document (e.g. descriptions and examples) should be written in Dutch. If relevant, you may refer to existing documentation written in English.
-API-51: Publish OAS document at a standard location in JSON-format
-To make the OAS document easy to find and to facilitate self-discovering clients, there should be one standard location where the OAS document is available for download. Clients (such as Swagger UI or ReDoc) must be able to retrieve the document without having to authenticate. Furthermore, the CORS policy for this URI must allow external domains to read the documentation from a browser environment.
-The standard location for the OAS document is a URI called openapi.json or openapi.yaml within the base path of the API. This can be convenient, because OAS document updates can easily become part of the CI/CD process.
At least the JSON format must be supported. When having multiple (major) versions of an API, every API should provide its own OAS document(s).
-An API having base path https://api.example.org/v1/ must publish the OAS document at:
https://api.example.org/v1/openapi.json-
Optionally, the same OAS document may be provided in YAML format:
-https://api.example.org/v1/openapi.yaml-
API-56: Adhere to the Semantic Versioning model when releasing API changes
-Version numbering must follow the Semantic Versioning [[SemVer]] model to prevent breaking changes when releasing new API versions. Versions are formatted using the major.minor.patch template. When releasing a new version which contains backwards-incompatible changes, a new major version must be released. Minor and patch releases may only contain backwards compatible changes (e.g. the addition of an endpoint or an optional attribute).
API-20: Include the major version number in the URI
-The URI of an API (base path) must include the major version number, prefixed by the letter v. This allows the exploration of multiple versions of an API in the browser. The minor and patch version numbers are not part of the URI and may not have any impact on existing client implementations.
An example of a base path for an API with current version 1.0.2:
-https://api.example.org/v1/-
API-57: Return the full version number in a response header
-Since the URI only contains the major version, it's useful to provide the full version number in the response headers for every API call. This information could then be used for logging, debugging or auditing purposes. In cases where an intermediate networking component returns an error response (e.g. a reverse proxy enforcing access policies), the version number may be omitted.
-The version number must be returned in an HTTP response header named API-Version (case-insensitive) and should not be prefixed.
An example of an API version response header:
-API-Version: 1.0.2-
API-55: Publish a changelog for API changes between versions
-When releasing new (major, minor or patch) versions, all API changes must be documented properly in a publicly available changelog.
-API-18: Include a deprecation schedule when deprecating features or versions
-Managing change is important. In general, well documented and timely communicated deprecation schedules are the most important for API users. When deprecating features or versions, a deprecation schedule must be published. This document should be published on a public web page. Furthermore, active clients should be informed by e-mail once the schedule has been updated or when versions have reached end-of-life.
-API-19: Schedule a fixed transition period for a new major API version
-When releasing a new major API version, the old version must remain available for a limited and fixed deprecation period. Offering a deprecation period allows clients to carefully plan and execute the migration from the old to the new API version, as long as they do this prior to the end of the deprecation period. A maximum of 2 major API versions may be published concurrently.
-