Find out to API - How API works

This tutorial is about API. API stands for Application Programming Interface.
Type of API: 1. Web API – Open API, Partner API, Internal API, Composite API and 2. Web services API
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Top 10 API Security Threats Every API Team Should Know

As more and more data is exposed via APIs either as API-first companies or for the explosion of single page apps/JAMStack, API security can no longer be an afterthought. The hard part about APIs is that it provides direct access to large amounts of data while bypassing browser precautions. Instead of worrying about SQL injection and XSS issues, you should be concerned about the bad actor who was able to paginate through all your customer records and their data.

Typical prevention mechanisms like Captchas and browser fingerprinting won’t work since APIs by design need to handle a very large number of API accesses even by a single customer. So where do you start? The first thing is to put yourself in the shoes of a hacker and then instrument your APIs to detect and block common attacks along with unknown unknowns for zero-day exploits. Some of these are on the OWASP Security API list, but not all.

Insecure pagination and resource limits

Most APIs provide access to resources that are lists of entities such as /users or /widgets. A client such as a browser would typically filter and paginate through this list to limit the number items returned to a client like so:

First Call: GET /items?skip=0&take=10 
Second Call: GET /items?skip=10&take=10

However, if that entity has any PII or other information, then a hacker could scrape that endpoint to get a dump of all entities in your database. This could be most dangerous if those entities accidently exposed PII or other sensitive information, but could also be dangerous in providing competitors or others with adoption and usage stats for your business or provide scammers with a way to get large email lists. See how Venmo data was scraped

A naive protection mechanism would be to check the take count and throw an error if greater than 100 or 1000. The problem with this is two-fold:

1. For data APIs, legitimate customers may need to fetch and sync a large number of records such as via cron jobs. Artificially small pagination limits can force your API to be very chatty decreasing overall throughput. Max limits are to ensure memory and scalability requirements are met (and prevent certain DDoS attacks), not to guarantee security.
2. This offers zero protection to a hacker that writes a simple script that sleeps a random delay between repeated accesses.

skip = 0
while True:    response = requests.post('https://api.acmeinc.com/widgets?take=10&skip=' + skip),                      headers={'Authorization': 'Bearer' + ' ' + sys.argv[1]})    print("Fetched 10 items")    sleep(randint(100,1000))    skip += 10

How to secure against pagination attacks

To secure against pagination attacks, you should track how many items of a single resource are accessed within a certain time period for each user or API key rather than just at the request level. By tracking API resource access at the user level, you can block a user or API key once they hit a threshold such as “touched 1,000,000 items in a one hour period”. This is dependent on your API use case and can even be dependent on their subscription with you. Like a Captcha, this can slow down the speed that a hacker can exploit your API, like a Captcha if they have to create a new user account manually to create a new API key.

Insecure API key generation

Most APIs are protected by some sort of API key or JWT (JSON Web Token). This provides a natural way to track and protect your API as API security tools can detect abnormal API behavior and block access to an API key automatically. However, hackers will want to outsmart these mechanisms by generating and using a large pool of API keys from a large number of users just like a web hacker would use a large pool of IP addresses to circumvent DDoS protection.

How to secure against API key pools

The easiest way to secure against these types of attacks is by requiring a human to sign up for your service and generate API keys. Bot traffic can be prevented with things like Captcha and 2-Factor Authentication. Unless there is a legitimate business case, new users who sign up for your service should not have the ability to generate API keys programmatically. Instead, only trusted customers should have the ability to generate API keys programmatically. Go one step further and ensure any anomaly detection for abnormal behavior is done at the user and account level, not just for each API key.

Accidental key exposure

APIs are used in a way that increases the probability credentials are leaked:

1. APIs are expected to be accessed over indefinite time periods, which increases the probability that a hacker obtains a valid API key that’s not expired. You save that API key in a server environment variable and forget about it. This is a drastic contrast to a user logging into an interactive website where the session expires after a short duration.
2. The consumer of an API has direct access to the credentials such as when debugging via Postman or CURL. It only takes a single developer to accidently copy/pastes the CURL command containing the API key into a public forum like in GitHub Issues or Stack Overflow.
3. API keys are usually bearer tokens without requiring any other identifying information. APIs cannot leverage things like one-time use tokens or 2-factor authentication.

If a key is exposed due to user error, one may think you as the API provider has any blame. However, security is all about reducing surface area and risk. Treat your customer data as if it’s your own and help them by adding guards that prevent accidental key exposure.

How to prevent accidental key exposure

The easiest way to prevent key exposure is by leveraging two tokens rather than one. A refresh token is stored as an environment variable and can only be used to generate short lived access tokens. Unlike the refresh token, these short lived tokens can access the resources, but are time limited such as in hours or days.

The customer will store the refresh token with other API keys. Then your SDK will generate access tokens on SDK init or when the last access token expires. If a CURL command gets pasted into a GitHub issue, then a hacker would need to use it within hours reducing the attack vector (unless it was the actual refresh token which is low probability)

Exposure to DDoS attacks

APIs open up entirely new business models where customers can access your API platform programmatically. However, this can make DDoS protection tricky. Most DDoS protection is designed to absorb and reject a large number of requests from bad actors during DDoS attacks but still need to let the good ones through. This requires fingerprinting the HTTP requests to check against what looks like bot traffic. This is much harder for API products as all traffic looks like bot traffic and is not coming from a browser where things like cookies are present.

Stopping DDoS attacks

The magical part about APIs is almost every access requires an API Key. If a request doesn’t have an API key, you can automatically reject it which is lightweight on your servers (Ensure authentication is short circuited very early before later middleware like request JSON parsing). So then how do you handle authenticated requests? The easiest is to leverage rate limit counters for each API key such as to handle X requests per minute and reject those above the threshold with a 429 HTTP response. There are a variety of algorithms to do this such as leaky bucket and fixed window counters.

Incorrect server security

APIs are no different than web servers when it comes to good server hygiene. Data can be leaked due to misconfigured SSL certificate or allowing non-HTTPS traffic. For modern applications, there is very little reason to accept non-HTTPS requests, but a customer could mistakenly issue a non HTTP request from their application or CURL exposing the API key. APIs do not have the protection of a browser so things like HSTS or redirect to HTTPS offer no protection.

How to ensure proper SSL

Test your SSL implementation over at Qualys SSL Test or similar tool. You should also block all non-HTTP requests which can be done within your load balancer. You should also remove any HTTP headers scrub any error messages that leak implementation details. If your API is used only by your own apps or can only be accessed server-side, then review Authoritative guide to Cross-Origin Resource Sharing for REST APIs

Incorrect caching headers

APIs provide access to dynamic data that’s scoped to each API key. Any caching implementation should have the ability to scope to an API key to prevent cross-pollution. Even if you don’t cache anything in your infrastructure, you could expose your customers to security holes. If a customer with a proxy server was using multiple API keys such as one for development and one for production, then they could see cross-pollinated data.

#api management #api security #api best practices #api providers #security analytics #api management policies #api access tokens #api access #api security risks #api access keys

Public ASX100 APIs: The Essential List

We’ve conducted some initial research into the public APIs of the ASX100 because we regularly have conversations about what others are doing with their APIs and what best practices look like. Being able to point to good local examples and explain what is happening in Australia is a key part of this conversation.

Method

The method used for this initial research was to obtain a list of the ASX100 (as of 18 September 2020). Then work through each company looking at the following:

1. Whether the company had a public API: this was found by googling “[company name] API” and “[company name] API developer” and “[company name] developer portal”. Sometimes the company’s website was navigated or searched.
2. Some data points about the API were noted, such as the URL of the portal/documentation and the method they used to publish the API (portal, documentation, web page).
3. Observations were recorded that piqued the interest of the researchers (you will find these below).
4. Other notes were made to support future research.
5. You will find a summary of the data in the infographic below.

Data

With regards to how the APIs are shared:

• Documentation is where just the Swagger/OpenAPI docs are hosted somewhere. e.g. https://api.linkgroup.com/member/docs/index
• Portal is where an interactive portal has been developed. e.g. https://dev.telstra.com/
• The web page is where the company has a single page that isn’t interactive explaining their Public APIs. e.g. https://www.bendigoadelaide.com.au/banking-products-api.asp

#api #api-development #api-analytics #apis #api-integration #api-testing #api-security #api-gateway

An API-First Approach For Designing Restful APIs | Hacker Noon

I’ve been working with Restful APIs for some time now and one thing that I love to do is to talk about APIs.

So, today I will show you how to build an API using the API-First approach and Design First with OpenAPI Specification.

First thing first, if you don’t know what’s an API-First approach means, it would be nice you stop reading this and check the blog post that I wrote to the Farfetchs blog where I explain everything that you need to know to start an API using API-First.

Preparing the ground

Before you get your hands dirty, let’s prepare the ground and understand the use case that will be developed.

Tools

If you desire to reproduce the examples that will be shown here, you will need some of those items below.

• NodeJS
• OpenAPI Specification
• Text Editor (I’ll use VSCode)
• Command Line

Use Case

To keep easy to understand, let’s use the Todo List App, it is a very common concept beyond the software development community.

#api #rest-api #openai #api-first-development #api-design #apis #restful-apis #restful-api

Activeinteraction: Manage Application Specific Business Logic Of Ruby

ActiveInteraction

ActiveInteraction manages application-specific business logic. It's an implementation of service objects designed to blend seamlessly into Rails. 

---

ActiveInteraction gives you a place to put your business logic. It also helps you write safer code by validating that your inputs conform to your expectations. If ActiveModel deals with your nouns, then ActiveInteraction handles your verbs.

• Installation
• Basic usage
  • Validations
• Filters
  • Basic Filters
    • Array
    • Boolean
    • File
    • Hash
    • String
    • Symbol
    • Dates and times
      • Date
      • DateTime
      • Time
    • Numbers
      • Decimal
      • Float
      • Integer
  • Advanced Filters
    • Interface
    • Object
    • Record
• Rails
  • Setup
  • Controller
    • Index
    • Show
    • New
    • Create
    • Destroy
    • Edit
    • Update
• Advanced usage
  • Callbacks
  • Composition
  • Defaults
  • Descriptions
  • Errors
  • Forms
  • Shared input options
  • Optional inputs
  • Translations
• Credits

API Documentation

Installation

Add it to your Gemfile:

gem 'active_interaction', '~> 5.1'

Or install it manually:

$ gem install active_interaction --version '~> 5.1'

This project uses Semantic Versioning. Check out GitHub releases for a detailed list of changes.

Basic usage

To define an interaction, create a subclass of ActiveInteraction::Base. Then you need to do two things:

Define your inputs. Use class filter methods to define what you expect your inputs to look like. For instance, if you need a boolean flag for pepperoni, use boolean :pepperoni. Check out the filters section for all the available options.

Define your business logic. Do this by implementing the #execute method. Each input you defined will be available as the type you specified. If any of the inputs are invalid, #execute won't be run. Filters are responsible for checking your inputs. Check out the validations section if you need more than that.

That covers the basics. Let's put it all together into a simple example that squares a number.

require 'active_interaction'

class Square < ActiveInteraction::Base
  float :x

  def execute
    x**2
  end
end

Call .run on your interaction to execute it. You must pass a single hash to .run. It will return an instance of your interaction. By convention, we call this an outcome. You can use the #valid? method to ask the outcome if it's valid. If it's invalid, take a look at its errors with #errors. In either case, the value returned from #execute will be stored in #result.

outcome = Square.run(x: 'two point one')
outcome.valid?
# => nil
outcome.errors.messages
# => {:x=>["is not a valid float"]}

outcome = Square.run(x: 2.1)
outcome.valid?
# => true
outcome.result
# => 4.41

You can also use .run! to execute interactions. It's like .run but more dangerous. It doesn't return an outcome. If the outcome would be invalid, it will instead raise an error. But if the outcome would be valid, it simply returns the result.

Square.run!(x: 'two point one')
# ActiveInteraction::InvalidInteractionError: X is not a valid float
Square.run!(x: 2.1)
# => 4.41

Validations

ActiveInteraction checks your inputs. Often you'll want more than that. For instance, you may want an input to be a string with at least one non-whitespace character. Instead of writing your own validation for that, you can use validations from ActiveModel.

These validations aren't provided by ActiveInteraction. They're from ActiveModel. You can also use any custom validations you wrote yourself in your interactions.

class SayHello < ActiveInteraction::Base
  string :name

  validates :name,
    presence: true

  def execute
    "Hello, #{name}!"
  end
end

When you run this interaction, two things will happen. First ActiveInteraction will check your inputs. Then ActiveModel will validate them. If both of those are happy, it will be executed.

SayHello.run!(name: nil)
# ActiveInteraction::InvalidInteractionError: Name is required

SayHello.run!(name: '')
# ActiveInteraction::InvalidInteractionError: Name can't be blank

SayHello.run!(name: 'Taylor')
# => "Hello, Taylor!"

Filters

You can define filters inside an interaction using the appropriate class method. Each method has the same signature:

Some symbolic names. These are the attributes to create.

An optional hash of options. Each filter supports at least these two options:

default is the fallback value to use if nil is given. To make a filter optional, set default: nil.

desc is a human-readable description of the input. This can be useful for generating documentation. For more information about this, read the descriptions section.

An optional block of sub-filters. Only array and hash filters support this. Other filters will ignore blocks when given to them.

Let's take a look at an example filter. It defines three inputs: x, y, and z. Those inputs are optional and they all share the same description ("an example filter").

array :x, :y, :z,
  default: nil,
  desc: 'an example filter' do
    # Some filters support sub-filters here.
  end

In general, filters accept values of the type they correspond to, plus a few alternatives that can be reasonably coerced. Typically the coercions come from Rails, so "1" can be interpreted as the boolean value true, the string "1", or the number 1.

Basic Filters

Array

In addition to accepting arrays, array inputs will convert ActiveRecord::Relations into arrays.

class ArrayInteraction < ActiveInteraction::Base
  array :toppings

  def execute
    toppings.size
  end
end

ArrayInteraction.run!(toppings: 'everything')
# ActiveInteraction::InvalidInteractionError: Toppings is not a valid array
ArrayInteraction.run!(toppings: [:cheese, 'pepperoni'])
# => 2

Use a block to constrain the types of elements an array can contain. Note that you can only have one filter inside an array block, and it must not have a name.

array :birthdays do
  date
end

For interface, object, and record filters, the name of the array filter will be singularized and used to determine the type of value passed. In the example below, the objects passed would need to be of type Cow.

array :cows do
  object
end

You can override this by passing the necessary information to the inner filter.

array :managers do
  object class: People
end

Errors that occur will be indexed based on the Rails configuration setting index_nested_attribute_errors. You can also manually override this setting with the :index_errors option. In this state is is possible to get multiple errors from a single filter.

class ArrayInteraction < ActiveInteraction::Base
  array :favorite_numbers, index_errors: true do
    integer
  end

  def execute
    favorite_numbers
  end
end

ArrayInteraction.run(favorite_numbers: [8, 'bazillion']).errors.details
=> {:"favorite_numbers[1]"=>[{:error=>:invalid_type, :type=>"array"}]}

With :index_errors set to false the error would have been:

{:favorite_numbers=>[{:error=>:invalid_type, :type=>"array"}]}

Boolean

Boolean filters convert the strings "1", "true", and "on" (case-insensitive) into true. They also convert "0", "false", and "off" into false. Blank strings will be treated as nil.

class BooleanInteraction < ActiveInteraction::Base
  boolean :kool_aid

  def execute
    'Oh yeah!' if kool_aid
  end
end

BooleanInteraction.run!(kool_aid: 1)
# ActiveInteraction::InvalidInteractionError: Kool aid is not a valid boolean
BooleanInteraction.run!(kool_aid: true)
# => "Oh yeah!"

File

File filters also accept TempFiles and anything that responds to #rewind. That means that you can pass the params from uploading files via forms in Rails.

class FileInteraction < ActiveInteraction::Base
  file :readme

  def execute
    readme.size
  end
end

FileInteraction.run!(readme: 'README.md')
# ActiveInteraction::InvalidInteractionError: Readme is not a valid file
FileInteraction.run!(readme: File.open('README.md'))
# => 21563

Hash

Hash filters accept hashes. The expected value types are given by passing a block and nesting other filters. You can have any number of filters inside a hash, including other hashes.

class HashInteraction < ActiveInteraction::Base
  hash :preferences do
    boolean :newsletter
    boolean :sweepstakes
  end

  def execute
    puts 'Thanks for joining the newsletter!' if preferences[:newsletter]
    puts 'Good luck in the sweepstakes!' if preferences[:sweepstakes]
  end
end

HashInteraction.run!(preferences: 'yes, no')
# ActiveInteraction::InvalidInteractionError: Preferences is not a valid hash
HashInteraction.run!(preferences: { newsletter: true, 'sweepstakes' => false })
# Thanks for joining the newsletter!
# => nil

Setting default hash values can be tricky. The default value has to be either nil or {}. Use nil to make the hash optional. Use {} if you want to set some defaults for values inside the hash.

hash :optional,
  default: nil
# => {:optional=>nil}

hash :with_defaults,
  default: {} do
    boolean :likes_cookies,
      default: true
  end
# => {:with_defaults=>{:likes_cookies=>true}}

By default, hashes remove any keys that aren't given as nested filters. To allow all hash keys, set strip: false. In general we don't recommend doing this, but it's sometimes necessary.

hash :stuff,
  strip: false

String

String filters define inputs that only accept strings.

class StringInteraction < ActiveInteraction::Base
  string :name

  def execute
    "Hello, #{name}!"
  end
end

StringInteraction.run!(name: 0xDEADBEEF)
# ActiveInteraction::InvalidInteractionError: Name is not a valid string
StringInteraction.run!(name: 'Taylor')
# => "Hello, Taylor!"

String filter strips leading and trailing whitespace by default. To disable it, set the strip option to false.

string :comment,
  strip: false

Symbol

Symbol filters define inputs that accept symbols. Strings will be converted into symbols.

class SymbolInteraction < ActiveInteraction::Base
  symbol :method

  def execute
    method.to_proc
  end
end

SymbolInteraction.run!(method: -> {})
# ActiveInteraction::InvalidInteractionError: Method is not a valid symbol
SymbolInteraction.run!(method: :object_id)
# => #<Proc:0x007fdc9ba94118>

Dates and times

Filters that work with dates and times behave similarly. By default, they all convert strings into their expected data types using .parse. Blank strings will be treated as nil. If you give the format option, they will instead convert strings using .strptime. Note that formats won't work with DateTime and Time filters if a time zone is set.

Date

class DateInteraction < ActiveInteraction::Base
  date :birthday

  def execute
    birthday + (18 * 365)
  end
end

DateInteraction.run!(birthday: 'yesterday')
# ActiveInteraction::InvalidInteractionError: Birthday is not a valid date
DateInteraction.run!(birthday: Date.new(1989, 9, 1))
# => #<Date: 2007-08-28 ((2454341j,0s,0n),+0s,2299161j)>

date :birthday,
  format: '%Y-%m-%d'

DateTime

class DateTimeInteraction < ActiveInteraction::Base
  date_time :now

  def execute
    now.iso8601
  end
end

DateTimeInteraction.run!(now: 'now')
# ActiveInteraction::InvalidInteractionError: Now is not a valid date time
DateTimeInteraction.run!(now: DateTime.now)
# => "2015-03-11T11:04:40-05:00"

date_time :start,
  format: '%Y-%m-%dT%H:%M:%S'

Time

In addition to converting strings with .parse (or .strptime), time filters convert numbers with .at.

class TimeInteraction < ActiveInteraction::Base
  time :epoch

  def execute
    Time.now - epoch
  end
end

TimeInteraction.run!(epoch: 'a long, long time ago')
# ActiveInteraction::InvalidInteractionError: Epoch is not a valid time
TimeInteraction.run!(epoch: Time.new(1970))
# => 1426068362.5136619

time :start,
  format: '%Y-%m-%dT%H:%M:%S'

Numbers

All numeric filters accept numeric input. They will also convert strings using the appropriate method from Kernel (like .Float). Blank strings will be treated as nil.

Decimal

class DecimalInteraction < ActiveInteraction::Base
  decimal :price

  def execute
    price * 1.0825
  end
end

DecimalInteraction.run!(price: 'one ninety-nine')
# ActiveInteraction::InvalidInteractionError: Price is not a valid decimal
DecimalInteraction.run!(price: BigDecimal(1.99, 2))
# => #<BigDecimal:7fe792a42028,'0.2165E1',18(45)>

To specify the number of significant digits, use the digits option.

decimal :dollars,
  digits: 2

Float

class FloatInteraction < ActiveInteraction::Base
  float :x

  def execute
    x**2
  end
end

FloatInteraction.run!(x: 'two point one')
# ActiveInteraction::InvalidInteractionError: X is not a valid float
FloatInteraction.run!(x: 2.1)
# => 4.41

Integer

class IntegerInteraction < ActiveInteraction::Base
  integer :limit

  def execute
    limit.downto(0).to_a
  end
end

IntegerInteraction.run!(limit: 'ten')
# ActiveInteraction::InvalidInteractionError: Limit is not a valid integer
IntegerInteraction.run!(limit: 10)
# => [10, 9, 8, 7, 6, 5, 4, 3, 2, 1, 0]

When a String is passed into an integer input, the value will be coerced. A default base of 10 is used though it may be overridden with the base option. If a base of 0 is provided, the coercion will respect radix indicators present in the string.

class IntegerInteraction < ActiveInteraction::Base
  integer :limit1
  integer :limit2, base: 8
  integer :limit3, base: 0

  def execute
    [limit1, limit2, limit3]
  end
end

IntegerInteraction.run!(limit1: 71, limit2: 71, limit3: 71)
# => [71, 71, 71]
IntegerInteraction.run!(limit1: "071", limit2: "071", limit3: "0x71")
# => [71, 57, 113]
IntegerInteraction.run!(limit1: "08", limit2: "08", limit3: "08")
ActiveInteraction::InvalidInteractionError: Limit2 is not a valid integer, Limit3 is not a valid integer

Advanced Filters

Interface

Interface filters allow you to specify an interface that the passed value must meet in order to pass. The name of the interface is used to look for a constant inside the ancestor listing for the passed value. This allows for a variety of checks depending on what's passed. Class instances are checked for an included module or an inherited ancestor class. Classes are checked for an extended module or an inherited ancestor class. Modules are checked for an extended module.

class InterfaceInteraction < ActiveInteraction::Base
  interface :exception

  def execute
    exception
  end
end

InterfaceInteraction.run!(exception: Exception)
# ActiveInteraction::InvalidInteractionError: Exception is not a valid interface
InterfaceInteraction.run!(exception: NameError) # a subclass of Exception
# => NameError

You can use :from to specify a class or module. This would be the equivalent of what's above.

class InterfaceInteraction < ActiveInteraction::Base
  interface :error,
    from: Exception

  def execute
    error
  end
end

You can also create an anonymous interface on the fly by passing the methods option.

class InterfaceInteraction < ActiveInteraction::Base
  interface :serializer,
    methods: %i[dump load]

  def execute
    input = '{ "is_json" : true }'
    object = serializer.load(input)
    output = serializer.dump(object)

    output
  end
end

require 'json'

InterfaceInteraction.run!(serializer: Object.new)
# ActiveInteraction::InvalidInteractionError: Serializer is not a valid interface
InterfaceInteraction.run!(serializer: JSON)
# => "{\"is_json\":true}"

Object

Object filters allow you to require an instance of a particular class or one of its subclasses.

class Cow
  def moo
    'Moo!'
  end
end

class ObjectInteraction < ActiveInteraction::Base
  object :cow

  def execute
    cow.moo
  end
end

ObjectInteraction.run!(cow: Object.new)
# ActiveInteraction::InvalidInteractionError: Cow is not a valid object
ObjectInteraction.run!(cow: Cow.new)
# => "Moo!"

The class name is automatically determined by the filter name. If your filter name is different than your class name, use the class option. It can be either the class, a string, or a symbol.

object :dolly1,
  class: Sheep
object :dolly2,
  class: 'Sheep'
object :dolly3,
  class: :Sheep

If you have value objects or you would like to build one object from another, you can use the converter option. It is only called if the value provided is not an instance of the class or one of its subclasses. The converter option accepts a symbol that specifies a class method on the object class or a proc. Both will be passed the value and any errors thrown inside the converter will cause the value to be considered invalid. Any returned value that is not the correct class will also be treated as invalid. Any default that is not an instance of the class or subclass and is not nil will also be converted.

class ObjectInteraction < ActiveInteraction::Base
  object :ip_address,
    class: IPAddr,
    converter: :new

  def execute
    ip_address
  end
end

ObjectInteraction.run!(ip_address: '192.168.1.1')
# #<IPAddr: IPv4:192.168.1.1/255.255.255.255>

ObjectInteraction.run!(ip_address: 1)
# ActiveInteraction::InvalidInteractionError: Ip address is not a valid object

Record

Record filters allow you to require an instance of a particular class (or one of its subclasses) or a value that can be used to locate an instance of the object. If the value does not match, it will call find on the class of the record. This is particularly useful when working with ActiveRecord objects. Like an object filter, the class is derived from the name passed but can be specified with the class option. Any default that is not an instance of the class or subclass and is not nil will also be found. Blank strings passed in will be treated as nil.

class RecordInteraction < ActiveInteraction::Base
  record :encoding

  def execute
    encoding
  end
end

> RecordInteraction.run!(encoding: Encoding::US_ASCII)
=> #<Encoding:US-ASCII>

> RecordInteraction.run!(encoding: 'ascii')
=> #<Encoding:US-ASCII>

A different method can be specified by providing a symbol to the finder option.

Rails

ActiveInteraction plays nicely with Rails. You can use interactions to handle your business logic instead of models or controllers. To see how it all works, let's take a look at a complete example of a controller with the typical resourceful actions.

Setup

We recommend putting your interactions in app/interactions. It's also very helpful to group them by model. That way you can look in app/interactions/accounts for all the ways you can interact with accounts.

- app/
  - controllers/
    - accounts_controller.rb
  - interactions/
    - accounts/
      - create_account.rb
      - destroy_account.rb
      - find_account.rb
      - list_accounts.rb
      - update_account.rb
  - models/
    - account.rb
  - views/
    - account/
      - edit.html.erb
      - index.html.erb
      - new.html.erb
      - show.html.erb

Controller

Index

# GET /accounts
def index
  @accounts = ListAccounts.run!
end

Since we're not passing any inputs to ListAccounts, it makes sense to use .run! instead of .run. If it failed, that would mean we probably messed up writing the interaction.

class ListAccounts < ActiveInteraction::Base
  def execute
    Account.not_deleted.order(last_name: :asc, first_name: :asc)
  end
end

Show

Up next is the show action. For this one we'll define a helper method to handle raising the correct errors. We have to do this because calling .run! would raise an ActiveInteraction::InvalidInteractionError instead of an ActiveRecord::RecordNotFound. That means Rails would render a 500 instead of a 404.

# GET /accounts/:id
def show
  @account = find_account!
end

private

def find_account!
  outcome = FindAccount.run(params)

  if outcome.valid?
    outcome.result
  else
    fail ActiveRecord::RecordNotFound, outcome.errors.full_messages.to_sentence
  end
end

This probably looks a little different than you're used to. Rails commonly handles this with a before_filter that sets the @account instance variable. Why is all this interaction code better? Two reasons: One, you can reuse the FindAccount interaction in other places, like your API controller or a Resque task. And two, if you want to change how accounts are found, you only have to change one place.

Inside the interaction, we could use #find instead of #find_by_id. That way we wouldn't need the #find_account! helper method in the controller because the error would bubble all the way up. However, you should try to avoid raising errors from interactions. If you do, you'll have to deal with raised exceptions as well as the validity of the outcome.

class FindAccount < ActiveInteraction::Base
  integer :id

  def execute
    account = Account.not_deleted.find_by_id(id)

    if account
      account
    else
      errors.add(:id, 'does not exist')
    end
  end
end

Note that it's perfectly fine to add errors during execution. Not all errors have to come from checking or validation.

New

The new action will be a little different than the ones we've looked at so far. Instead of calling .run or .run!, it's going to initialize a new interaction. This is possible because interactions behave like ActiveModels.

# GET /accounts/new
def new
  @account = CreateAccount.new
end

Since interactions behave like ActiveModels, we can use ActiveModel validations with them. We'll use validations here to make sure that the first and last names are not blank. The validations section goes into more detail about this.

class CreateAccount < ActiveInteraction::Base
  string :first_name, :last_name

  validates :first_name, :last_name,
    presence: true

  def to_model
    Account.new
  end

  def execute
    account = Account.new(inputs)

    unless account.save
      errors.merge!(account.errors)
    end

    account
  end
end

We used a couple of advanced features here. The #to_model method helps determine the correct form to use in the view. Check out the section on forms for more about that. Inside #execute, we merge errors. This is a convenient way to move errors from one object to another. Read more about it in the errors section.

Create

The create action has a lot in common with the new action. Both of them use the CreateAccount interaction. And if creating the account fails, this action falls back to rendering the new action.

# POST /accounts
def create
  outcome = CreateAccount.run(params.fetch(:account, {}))

  if outcome.valid?
    redirect_to(outcome.result)
  else
    @account = outcome
    render(:new)
  end
end

Note that we have to pass a hash to .run. Passing nil is an error.

Since we're using an interaction, we don't need strong parameters. The interaction will ignore any inputs that weren't defined by filters. So you can forget about params.require and params.permit because interactions handle that for you.

Destroy

The destroy action will reuse the #find_account! helper method we wrote earlier.

# DELETE /accounts/:id
def destroy
  DestroyAccount.run!(account: find_account!)
  redirect_to(accounts_url)
end

In this simple example, the destroy interaction doesn't do much. It's not clear that you gain anything by putting it in an interaction. But in the future, when you need to do more than account.destroy, you'll only have to update one spot.

class DestroyAccount < ActiveInteraction::Base
  object :account

  def execute
    account.destroy
  end
end

Edit

Just like the destroy action, editing uses the #find_account! helper. Then it creates a new interaction instance to use as a form object.

# GET /accounts/:id/edit
def edit
  account = find_account!
  @account = UpdateAccount.new(
    account: account,
    first_name: account.first_name,
    last_name: account.last_name)
end

The interaction that updates accounts is more complicated than the others. It requires an account to update, but the other inputs are optional. If they're missing, it'll ignore those attributes. If they're present, it'll update them.

class UpdateAccount < ActiveInteraction::Base
  object :account

  string :first_name, :last_name,
    default: nil

  validates :first_name,
    presence: true,
    unless: -> { first_name.nil? }
  validates :last_name,
    presence: true,
    unless: -> { last_name.nil? }

  def execute
    account.first_name = first_name if first_name.present?
    account.last_name = last_name if last_name.present?

    unless account.save
      errors.merge!(account.errors)
    end

    account
  end
end

Update

Hopefully you've gotten the hang of this by now. We'll use #find_account! to get the account. Then we'll build up the inputs for UpdateAccount. Then we'll run the interaction and either redirect to the updated account or back to the edit page.

# PUT /accounts/:id
def update
  inputs = { account: find_account! }.reverse_merge(params[:account])
  outcome = UpdateAccount.run(inputs)

  if outcome.valid?
    redirect_to(outcome.result)
  else
    @account = outcome
    render(:edit)
  end
end

Advanced usage

Callbacks

ActiveSupport::Callbacks provides a powerful framework for defining callbacks. ActiveInteraction uses that framework to allow hooking into various parts of an interaction's lifecycle.

class Increment < ActiveInteraction::Base
  set_callback :filter, :before, -> { puts 'before filter' }

  integer :x

  set_callback :validate, :after, -> { puts 'after validate' }

  validates :x,
    numericality: { greater_than_or_equal_to: 0 }

  set_callback :execute, :around, lambda { |_interaction, block|
    puts '>>>'
    block.call
    puts '<<<'
  }

  def execute
    puts 'executing'
    x + 1
  end
end

Increment.run!(x: 1)
# before filter
# after validate
# >>>
# executing
# <<<
# => 2

In order, the available callbacks are filter, validate, and execute. You can set before, after, or around on any of them.

Composition

You can run interactions from within other interactions with #compose. If the interaction is successful, it'll return the result (just like if you had called it with .run!). If something went wrong, execution will halt immediately and the errors will be moved onto the caller.

class Add < ActiveInteraction::Base
  integer :x, :y

  def execute
    x + y
  end
end

class AddThree < ActiveInteraction::Base
  integer :x

  def execute
    compose(Add, x: x, y: 3)
  end
end

AddThree.run!(x: 5)
# => 8

To bring in filters from another interaction, use .import_filters. Combined with inputs, delegating to another interaction is a piece of cake.

class AddAndDouble < ActiveInteraction::Base
  import_filters Add

  def execute
    compose(Add, inputs) * 2
  end
end

Note that errors in composed interactions have a few tricky cases. See the errors section for more information about them.

Defaults

The default value for an input can take on many different forms. Setting the default to nil makes the input optional. Setting it to some value makes that the default value for that input. Setting it to a lambda will lazily set the default value for that input. That means the value will be computed when the interaction is run, as opposed to when it is defined.

Lambda defaults are evaluated in the context of the interaction, so you can use the values of other inputs in them.

# This input is optional.
time :a, default: nil
# This input defaults to `Time.at(123)`.
time :b, default: Time.at(123)
# This input lazily defaults to `Time.now`.
time :c, default: -> { Time.now }
# This input defaults to the value of `c` plus 10 seconds.
time :d, default: -> { c + 10 }

Descriptions

Use the desc option to provide human-readable descriptions of filters. You should prefer these to comments because they can be used to generate documentation. The interaction class has a .filters method that returns a hash of filters. Each filter has a #desc method that returns the description.

class Descriptive < ActiveInteraction::Base
  string :first_name,
    desc: 'your first name'
  string :last_name,
    desc: 'your last name'
end

Descriptive.filters.each do |name, filter|
  puts "#{name}: #{filter.desc}"
end
# first_name: your first name
# last_name: your last name

Errors

ActiveInteraction provides detailed errors for easier introspection and testing of errors. Detailed errors improve on regular errors by adding a symbol that represents the type of error that has occurred. Let's look at an example where an item is purchased using a credit card.

class BuyItem < ActiveInteraction::Base
  object :credit_card, :item
  hash :options do
    boolean :gift_wrapped
  end

  def execute
    order = credit_card.purchase(item)
    notify(credit_card.account)
    order
  end

  private def notify(account)
    # ...
  end
end

Having missing or invalid inputs causes the interaction to fail and return errors.

outcome = BuyItem.run(item: 'Thing', options: { gift_wrapped: 'yes' })
outcome.errors.messages
# => {:credit_card=>["is required"], :item=>["is not a valid object"], :"options.gift_wrapped"=>["is not a valid boolean"]}

Determining the type of error based on the string is difficult if not impossible. Calling #details instead of #messages on errors gives you the same list of errors with a testable label representing the error.

outcome.errors.details
# => {:credit_card=>[{:error=>:missing}], :item=>[{:error=>:invalid_type, :type=>"object"}], :"options.gift_wrapped"=>[{:error=>:invalid_type, :type=>"boolean"}]}

Detailed errors can also be manually added during the execute call by passing a symbol to #add instead of a string.

def execute
  errors.add(:monster, :no_passage)
end

ActiveInteraction also supports merging errors. This is useful if you want to delegate validation to some other object. For example, if you have an interaction that updates a record, you might want that record to validate itself. By using the #merge! helper on errors, you can do exactly that.

class UpdateThing < ActiveInteraction::Base
  object :thing

  def execute
    unless thing.save
      errors.merge!(thing.errors)
    end

    thing
  end
end

When a composed interaction fails, its errors are merged onto the caller. This generally produces good error messages, but there are a few cases to look out for.

class Inner < ActiveInteraction::Base
  boolean :x, :y
end

class Outer < ActiveInteraction::Base
  string :x
  boolean :z, default: nil

  def execute
    compose(Inner, x: x, y: z)
  end
end

outcome = Outer.run(x: 'yes')
outcome.errors.details
# => { :x    => [{ :error => :invalid_type, :type => "boolean" }],
#      :base => [{ :error => "Y is required" }] }
outcome.errors.full_messages.join(' and ')
# => "X is not a valid boolean and Y is required"

Since both interactions have an input called x, the inner error for that input is moved to the x error on the outer interaction. This results in a misleading error that claims the input x is not a valid boolean even though it's a string on the outer interaction.

Since only the inner interaction has an input called y, the inner error for that input is moved to the base error on the outer interaction. This results in a confusing error that claims the input y is required even though it's not present on the outer interaction.

Forms

The outcome returned by .run can be used in forms as though it were an ActiveModel object. You can also create a form object by calling .new on the interaction.

Given an application with an Account model we'll create a new Account using the CreateAccount interaction.

# GET /accounts/new
def new
  @account = CreateAccount.new
end

# POST /accounts
def create
  outcome = CreateAccount.run(params.fetch(:account, {}))

  if outcome.valid?
    redirect_to(outcome.result)
  else
    @account = outcome
    render(:new)
  end
end

The form used to create a new Account has slightly more information on the form_for call than you might expect.

<%= form_for @account, as: :account, url: accounts_path do |f| %>
  <%= f.text_field :first_name %>
  <%= f.text_field :last_name %>
  <%= f.submit 'Create' %>
<% end %>

This is necessary because we want the form to act like it is creating a new Account. Defining to_model on the CreateAccount interaction tells the form to treat our interaction like an Account.

class CreateAccount < ActiveInteraction::Base
  # ...

  def to_model
    Account.new
  end
end

Now our form_for call knows how to generate the correct URL and param name (i.e. params[:account]).

# app/views/accounts/new.html.erb
<%= form_for @account do |f| %>
  <%# ... %>
<% end %>

If you have an interaction that updates an Account, you can define to_model to return the object you're updating.

class UpdateAccount < ActiveInteraction::Base
  # ...

  object :account

  def to_model
    account
  end
end

ActiveInteraction also supports formtastic and simple_form. The filters used to define the inputs on your interaction will relay type information to these gems. As a result, form fields will automatically use the appropriate input type.

Shared input options

It can be convenient to apply the same options to a bunch of inputs. One common use case is making many inputs optional. Instead of setting default: nil on each one of them, you can use with_options to reduce duplication.

with_options default: nil do
  date :birthday
  string :name
  boolean :wants_cake
end

Optional inputs

Optional inputs can be defined by using the :default option as described in the filters section. Within the interaction, provided and default values are merged to create inputs. There are times where it is useful to know whether a value was passed to run or the result of a filter default. In particular, it is useful when nil is an acceptable value. For example, you may optionally track your users' birthdays. You can use the inputs.given? predicate to see if an input was even passed to run. With inputs.given? you can also check the input of a hash or array filter by passing a series of keys or indexes to check.

class UpdateUser < ActiveInteraction::Base
  object :user
  date :birthday,
    default: nil

  def execute
    user.birthday = birthday if inputs.given?(:birthday)
    errors.merge!(user.errors) unless user.save
    user
  end
end

Now you have a few options. If you don't want to update their birthday, leave it out of the hash. If you want to remove their birthday, set birthday: nil. And if you want to update it, pass in the new value as usual.

user = User.find(...)

# Don't update their birthday.
UpdateUser.run!(user: user)

# Remove their birthday.
UpdateUser.run!(user: user, birthday: nil)

# Update their birthday.
UpdateUser.run!(user: user, birthday: Date.new(2000, 1, 2))

Translations

ActiveInteraction is i18n aware out of the box! All you have to do is add translations to your project. In Rails, these typically go into config/locales. For example, let's say that for some reason you want to print everything out backwards. Simply add translations for ActiveInteraction to your hsilgne locale.

# config/locales/hsilgne.yml
hsilgne:
  active_interaction:
    types:
      array: yarra
      boolean: naeloob
      date: etad
      date_time: emit etad
      decimal: lamiced
      file: elif
      float: taolf
      hash: hsah
      integer: regetni
      interface: ecafretni
      object: tcejbo
      string: gnirts
      symbol: lobmys
      time: emit
    errors:
      messages:
        invalid: dilavni si
        invalid_type: '%{type} dilav a ton si'
        missing: deriuqer si

Then set your locale and run interactions like normal.

class I18nInteraction < ActiveInteraction::Base
  string :name
end

I18nInteraction.run(name: false).errors.messages[:name]
# => ["is not a valid string"]

I18n.locale = :hsilgne
I18nInteraction.run(name: false).errors.messages[:name]
# => ["gnirts dilav a ton si"]

Everything else works like an activerecord entry. For example, to rename an attribute you can use attributes.

Here we'll rename the num attribute on an interaction named product:

en:
  active_interaction:
    attributes:
      product:
        num: 'Number'

Credits

ActiveInteraction is brought to you by Aaron Lasseigne. Along with Aaron, Taylor Fausak helped create and maintain ActiveInteraction but has since moved on.

If you want to contribute to ActiveInteraction, please read our contribution guidelines. A complete list of contributors is available on GitHub.

ActiveInteraction is licensed under the MIT License.

---

Author: AaronLasseigne
Source code: https://github.com/AaronLasseigne/active_interaction
License: MIT license

#ruby 

What Are Good Traits That Make Great API Product Managers

As more companies realize the benefits of an API-first mindset and treating their APIs as products, there is a growing need for good API product management practices to make a company’s API strategy a reality. However, API product management is a relatively new field with little established knowledge on what is API product management and what a PM should be doing to ensure their API platform is successful.

Many of the current practices of API product management have carried over from other products and platforms like web and mobile, but API products have their own unique set of challenges due to the way they are marketed and used by customers. While it would be rare for a consumer mobile app to have detailed developer docs and a developer relations team, you’ll find these items common among API product-focused companies. A second unique challenge is that APIs are very developer-centric and many times API PMs are engineers themselves. Yet, this can cause an API or developer program to lose empathy for what their customers actually want if good processes are not in place. Just because you’re an engineer, don’t assume your customers will want the same features and use cases that you want.

This guide lays out what is API product management and some of the things you should be doing to be a good product manager.

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