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utility-apis.md

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Utility APIs

Introduction

Backstage Plugins strive to be self-contained, with as much functionality as possible residing within the plugin itself and its backend APIs. There will however always be a need for plugins to communicate outside of its boundaries, both with other plugins and the app itself.

Backstage provides two primary methods for plugins to communication across their boundaries in client-side code. The first one being the createPlugin API and the registration hooks passed to the register method, and the second one being Utility APIs. While the createPlugin API is focused on the initialization plugins and the app, the Utility APIs provide ways for plugins to communicate during their entire life cycle.

Usage

Each Utility API is tied to an ApiRef instance, which is a global singleton object without any additional state or functionality, its only purpose is to reference Utility APIs. ApiRefs are create using createApiRef, which is exported by @backstage/core. There are many predefined Utility APIs defined in @backstage/core, and they're all exported with a name of the pattern *ApiRef, for example errorApiRef.

To access one of the Utility APIs inside a React component, use the useApi hook exported by @backstage/core, or the withApis HOC if you prefer class components. For example, the ErrorApi can be accessed like this:

import React, { FC } from 'react';
import { useApi, errorApiRef } from '@backstage/core';

export const MyComponent: FC<{}> = () => {
  const errorApi = useApi(errorApiRef);

  // Signal to the app that something went wrong, and display the error to the user.
  const handleError = error => {
    errorApi.post(error);
  };

  // the rest of the component ...
};

Note that there is no explicit type given for ErrorApi. This is because the errorApiRef has the type embedded, and useApi is able to infer the type.

Also note that consuming Utility APIs is not limited to plugins, it can be done from any component inside Backstage, including the ones in @backstage/core. The only requirement is that they are beneath the AppProvider in the react tree.

Registering Utility API Implementations

The Backstage App is responsible for providing implementations for all Utility APIs required by plugins. The example app in this repo registers its APIs inside src/apis.ts. Here's an example of how to wire up the ErrorApi inside an app:

import {
  ApiRegistry,
  createApp,
  alertApiRef,
  errorApiRef,
  AlertApiForwarder,
  ErrorApiForwarder,
  ErrorAlerter,
} from '@backstage/core';

const builder = ApiRegistry.builder();

// The alert API is a self-contained implementation that shows alerts to the user.
const alertApi = builder.add(alertApiRef, new AlertApiForwarder());

// The error API uses the alert API to send error notifications to the user.
builder.add(errorApiRef, new ErrorAlerter(alertApi, new ErrorApiForwarder()));

const app = createApp({
  apis: apiBuilder.build(),
  // ... other config
});

The ApiRegistry is used to register all Utility APIs in the app and associate them with ApiRefs. It implements the ApiHolder interface, which enables it to provide an API implementation given an ApiRef.

Note that our ErrorApi implementation depends on another Utility API, the AlertApi. This is the method with which APIs can depend on other APIs, using manual dependency injection at the initialization of the app. In general, if you want to depend on another Utility API in an implementation of an API, you import the type for that API and make it a constructor parameter.

Custom implementations of Utility APIs

Defining a custom implementation of a utility API is easy, you simply need to export a class that implements the target API, for example:

export class IgnoringErrorApi implements ErrorApi {
  post(error: Error, context?: ErrorContext) {
    // ignore error
  }
}

The IgnoringErrorApi would then be imported in the app, and wired up like this:

builder.add(errorApiRef, new IgnoringErrorApi());

Note that the above line will cause an error if IgnoreErrorApi does not fully implement the ErrorApi, as it is checked by the type embedded in the errorApiRef at compile time.

Defining custom Utility APIs

The pattern for plugins defining their own Utility APIs is not fully established yet. The current way is for the plugin to export its own ApiRef and type for the API, along with one or more implementations. It is then up to the app to import, and register those APIs. See for example the lighthouse or graphiql plugins for examples of this.

The goal is to make this process a bit smoother, but that requires work in other parts of Backstage, like configuration management. So it remains as a TODO. If you have more questions regarding this, or have an idea for an API that you want to share outside your plugin, hit us up in GitHub issues or the Backstage Discord server.

Architecture

The ApiRef instances mentioned above provide a point of indirection between consumers and producers of Utility APIs. It allows for plugins and components to depend on APIs in a type-safe way, without having a direct reference to a concrete implementation of the APIs. The Apps are also given a lot of flexibility in what implementations to provide. As long as they adhere to the contract established by an ApiRef, they are free to choose any implementation they want.

The figure below shows the relationship between different Apps, that provide different implementations of the FooApi. Components within Plugins then access the FooApi via the fooApiRef.

Figure showing the relationship between utility APIs, the apps that provide them, and the plugins that consume them

The current method for connecting Utility API providers and consumers is via the React tree using an ApiProvider, which is added to the AppProvider of the App. In the future there may potentially be more ways to do this, in ways that are not tied to react. A design goal of the Utility APIs was to not have them directly tied to React.

The indirection provided by Utility APIs also makes it straightforward to test components that depend on APIs, and to provide a standard common development environment for plugins. A proper test wrapper with mocked API implementations is not yet ready, but it will provided as a part of @backstage/test-utils. It will provide mocked variants of APIs, with additional methods for asserting a component's interaction with the API.

The common development environment for plugins is included in @backstage/dev-utils, where the exported createDevApp function creates an application with implementations for all core APIs already present. Contrary to the method for wiring up Utility API implementations in an app created with createApp, createDevApp uses automatic dependency injection. This is to make it possible to replace any API implementation, and having that be reflected in dependents of that API.