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 **Before beginning work it is necessary that:** * Your organization is registered and activated * You have participated in a kickoff meeting * The opening questionnaire has been filled out * You have your login and password. (Using it you get a unique session `token` that must be used in every request to API as param `jwt`) [Contact us](https://bookingpal.com/en/contact-us/) to be registered and get your credentials. All responses are returned as JSON. This document covers all the API calls and other methods that can be used to complete Razor-Cloud integration. It is important to note that all parameters are **case sensitive** in this document and should be used as documented. **Responses:** When a request is successful, a response body will typically be sent back in the form of a JSON object. An exception to this is when a DELETE request is processed, which will result in a successful `200` status and an empty response body.
= Simple task organizer syctask can be used to create, plan, prioritize and schedule tasks. ==Install The application can be installed with $ gem install syc-task == Usage syctask provides basic task organizer functions as create, update, list and complete a task. Additional functions are to plan tasks you want to accomplish today. If you are not sure in which sequence to conduct the task you can prioritize them with a pair wise comparisson. You can time tasks with start and stop and you can finally extract tasks from a minutes of meetings file. The schedule task command will print a graphical timeline of the working day assigning the planned tasks to the timeline. Busy times are marked red. Meetings are listed with associated tasks that are assigned to the meetings. With the statistics command you can print statistical evaluation of tasks duration and count. ===Create tasks with new Create a new task in the default task directory ~/.tasks $ syctask new "My first task" Provide a description $ syctask new "My first task" --description "Explanation of my first task" Schedule a task with a follow-up and due date $ syctask new "My first task" --follow-up "2013-02-25" --due "2013-03-11" Set a proirity for a task $ syctask new "My first task" --prio 3 Prompt for task input $ syctask new will prompt for task titles. Ctrl-D will end input. Except for --description you can also provide short forms for the options. ===Create tasks by scanning from files When writing minutes of meetings tasks that should be followed up in syctask can be annotated so they will be recognized by the scan command. The following structure shows how to annotade tasks Some text before @task; title;description;follow_up;due_date,prio Schedule meeting;Invite all developers;2016-09-12;2016-10-12;1 Write letter;Practice writing letters;;;3 Some text after The above annotation will only scan the next task because of the singular 'task' where the task values are separated with ';'. The line after the annotation '@task' lists the sequence of the fields of the task. It is also possible to list the tasks in a table, e.g. markdown Some text before @tasks| title |description |follow_up |due_date |prio ----------------|--------------------------|----------|----------|---- Schedule meeting|Invite all developers |2016-09-12|2016-10-12|1 Write letter |Practice writing letters | | |3 Some text after Call partner |Ask for project's progress|2016-09-14| |1 Even more text The example above scans all tasks due to the plural 'tasks'. It also scans all tasks that are separated with non-task text and occur after the annotation and confirm to the field structure. Lines that start with '-' will be ignored. So if you want to skip only a few tasks within a task list prepend them with '-'. If you have tasks with different fields then you have to add another annotation with the new field structure. Possible fields are title - the title of the task - mandatory field! description - the description of the task follow_up - the follow-up date of the task in the form yyyy-mm-dd due_date - the due-date of the task in the form yyyy-mm-dd prio - the priority of the task tags - tags the task is annotated with note - a note for the task Note: follow_up and due_date can also be written as Follow-up and Due-Date. Also case is ignored. As inidcated in the list the title column is mandatory. Without the title column scan will raise an error during a scan. Fields that are not part of the above list will be ignored. # | Title | Who - | ------------------------------------ | --- 1 | Schedule meeting with all developers | Me 2 | Write letter to practice writing | You In the table only the column Title will be scanned. The '#' and 'Who' column will be ignored during scan. This table is also a table for a minimum scan structure. You need at least to provide a title column so the scan function will recognize the table as a task list. Scanning tasks from files $ syctask scan 2016-09-10-mom.md 2016-09-09-mom.md ===Plan tasks The plan command will print tasks and prompts whether to (a)dd or (s)kip the task. If (q)uit is selected the tasks already added will be add to the today's task list. If (c)omplete is selected the complete task will be printed and the user will be prompted again for adding the task. Invoke plan without filter $ syctask plan 1 - My first task (a)dd, (c)omplete, (s)kip, (q)uit? a Duration (1 = 15 minutes, return 30 minutes): 3 --> 1 task(s) planned Invoke plan with a filter $ syctask plan --id "1,3,5,8" 1 - My first task (a)dd, (c)omplete, (s)kip, (q)uit? Move tasks to another days plan $ syctask plan today --move tomorrow --id 3,5 This will move the tasks with ID 3 and 5 from the today's plan to the tomorrow's plan. The duration will be set to the remaining processing time but at least to 30 minutes. ===Prioritize tasks Planned tasks can be prioritized in a pair wise comparisson. So each task is compared to all other tasks. The task with the highest priority will bubble on top followed by the task with the next highest priority and so on. $ syctask prio 1: My first task 2: My second task Task 1 has (h)igher or (l)ower priority, or (q)uit: h 1: My first task 2: My third task Task 1 has (h)igher or (l)ower priority, or (q)uit: l 1: My third task 2: My fourth task Task 1 has (h)igher or (l)ower priority, or (q)uit: h ... syctask schedule will then print tasks as follows Tasks ----- 0: 10 - My fourth task 1: 7 - My third task 2: 3 - My first task 3: 9 - My second task ... Instead of conducting pairwise comparisson the order of the tasks in the plan can be specified with the -o flag $ syctask plan -o 7,3,10,9 The plan or schedule command will print the tasks in the specified order Tasks ----- 0: 7 - My third task 1: 3 - My first task 2: 10 - My fourth task 3: 9 - My second task If only a part of the tasks is provided the rest of the tasks is appended to the end of the task plan. If you specify a position flag the prioritized tasks are added at the provided position. $ syctask plan -o 7,9 -p 2 Tasks ----- 0: 3 - My first task 1: 10 - My fourth task 2: 7 - My third task 3: 9 - My second task ===Create schedule The schedule command will print a graphical schedule with assigning the tasks selected with plan. When schedule command is invoked the planned tasks are added at or after the current time within the time schedule. Tasks that are done and scheduled in the future are not shown. Tasks done and in the past are shown with the actual processing time. The day starts at 00:00 and ends at 23:59. So 24:00 should be 00:00. Create a schedule with working time from 8a.m. to 6p.m. and meetings between 9a.m. and 9.30a.m. and 1p.m. and 2.45p.m. $ syctask schedule -w "8:00-18:00" -b "9:00-9:30,13:00-14:45" Add titles to the meetings $ syctask schedule -m "Project status,Management meeting" The output will be Meetings -------- A - Project status B - Management meeting A B xxx-///-|---|---|---///////-|---|---|---| 8 9 10 11 12 13 14 15 16 17 18 1 Tasks ----- 0 - 1: My first task Adding a task to a meeting $ syctask schedule -a "A:0" will print Meetings -------- A - Project status 1 - My first task B - Management meeting A B ----///-|---|---|---///////-|---|---|---| 8 9 10 11 12 13 14 15 16 17 18 Tasks ----- 0: 1 - My first task A task that is re-scheduled with $ syctask update 1 -f tomorrow will be shown as done (green) in the schedule and instead of separator - it shows ~. Tasks ---- 0: 1 ~ My first task A started task will be indicated by * $ syctask start 1 $ syctask sche Tasks ----- 0: 1 * My first task ===List tasks List tasks that are not marked as done in short form $ syctask list List all tasks in long form $ syctask list --all --complete Search tasks that match a pattern $ syctask list --id "<10" --follow_up ">2013-02-25" --title "My \w task" ===Inspect tasks Lists each unplanned task and allows to edit, delete, mark as done or plan for today or another day $ syctask inspect 0016 Create command for inspection (e)dit, (d)one, de(l)ete, (p)lan, da(t)e, (c)omplete, (s)kip, (b)ack, (q)uit ===Edit task Edit a task with ID 10 in vi $ syctask edit 10 ===Update tasks Except for title and id all values can be updated. Note and tags are not overridden rather supplemented with the update value. Update task with ID 1 and provide some informative note $ syctask update 1 --note "Some explanation about the progress on the task" ===Complete tasks Complete the task with ID 1 and provide a final note $ syctask done 1 --note "Finalize my first task" ===Delete tasks Delete tasks with ID 1,3 and 5 from the default task directory $ syctask delete --id 1,3,5 Delete tasks with ID 8 and 12 from the planned tasks of today. The tasks are only removed from the planned tasks and not physically deleted. $ syctask delete --plan today --id 8,12 ===Settings The settings command allows to define default values for task directory and to create general purpose tasks that can be used for tracking and later statistical evaluation. Create general purpose tasks for phone and talk $ syctask setting --general PHONE,TALK List all settings $ syctask setting --list ===Info Info searches for the location of a task and lists all task directories Search for task with id 102 $ syctask info --id 102 List all task directories $ syctask info --taskdir ===Statistics Shows statistics for work and meeting times as well as for task processing Evaluate the complete log file $ syctask statistics Evaluate work times, meetings and tasks between 2013-01-01 and 2013-04-14 $ syctask statistics 2013-01-01 2013-04-14 Evaluate yesterday and today $ syctask statistics yesterday today ===Task directory and project directory The global options --taskdir and --project determine where the command finds or creates the tasks. The default task directory is ~/.tasks, so if no task directory is specified all commands obtain tasks from or create tasks in ~/.tasks. If a project is specified the tasks will be saved to or obtained from the task directories subdirectory specified with the --project flag. --taskdir --project Tasks in - - default_task_dir x - task_dir - x default_task_dir/project x x task_dir/project In the table the relation of commands to --taskdir and --project are listed. Command --taskdir --project Comment delete x x deletes the tasks in taskdir/project done x x marks tasks in taskdir/project as done help - - inspect x x lists task to edit, done, delete, plan list x x lists tasks in taskdir/project new x x creates tasks in taskdir/project plan x x retrieves tasks to plan from taskdir/projekt prio - - input to prio are planned tasks (see plan) scan x x creates scanned tasks in taskdir/project schedule - - schedules the planned tasks (see plan) start - - starts task from planned tasks (see plan) statistics - - shows statistics of time and count stop - - stops task from planned task update x x updates task in taskdir/project ===Files * ID id file contains the last issued id. * IDS ids file contains all issued ids. * Task files The tasks are named ID.task where ID is any Integer as 10.task. The files are saved as YAML files and can be edited directly. * Planned tasks files The planned tasks are save to YYYY-MM-DD_planned_tasks in syctask's system directory. Each task is saved with the task's directory and the ID. * Schedule files The schedule is saved to YYYY-MM-DD_time_schedule in the default task directory. The files are saved as YAML files and can be changed manually. * Log file Creating schedule and task processings is logged to tasks.log. For example when a task is started and stopped this is action is saved to tasks.log. * Tracked file A started task is saved to tracked_tasks. A semaphore file is created with ID.track when the task ID is started. When the task is stopped the semaphore file is deleted. * General purpose tasks With syctask setting -g PHONE so called general purpose tasks can be created. These tasks can be used for time tracking and later statistic evaluation to determine the amount of disturbences e.g. by phone. These tasks are saved to default_tasks. The general purpose tasks itself are also saved to the .syc/syctask directory as regular task files. * Default task dir The default task that is used e.g. with list is saved to default_tasks_dir. This can be set with the setting command. ==Working with syctask To work with syctask and get the most out of it there is to follow a certain process. ===Creating a schedule ==== View tasks In the morning before I start to work I scan my tasks with syctask list or syctask inspect to get an overview of my open tasks. $ syctask list ==== Plan tasks Next I start the planning phase with syctask plan. If I have a specific schedule for the day I will filter for the respective tasks $ syctask plan ==== Prioritize tasks (optionally) If I want to process the tasks in a specific sequence I prioritize the tasks with $ syctask prio ==== Create schedule I create a schedule with my working hours and meetings that have been scheduled with $ syctask schedule -w "8:00-18:00" -b "9:00-10:00,14:30-16:00" -m "Team,Status" ==== Create an agenda I assign the topics I want to discuss in the meetings to the meetings with syctask schedule -a "A:1,3,6;B:3,5" ==== Start a task To begin I start the first task in the schedule with syctask start -p ID (where ID is the ID of the planned (-p) tasks) $ syctask start -p 10 ==== End a task To end the task I invoke $ syctask stop This will stop the last started task ==== Re-schedule a task If I cannot finish a task than I update the task with a new follow-up date $ syctask update 23 -f tomorrow The task will be shown in the today's schedule as done. ==== Complete a task When the task is done I call $ syctask done 23 ===Attachements * E-mails If an e-mail creates a task I create a new task with syctask new title_of_task. The subject of the e-mail I prepend with the ID and move the e-mail to a <b>open topics</b> directory. * Files If I create files in the course of a task I create a folder in the task directory with the ID and save the files in this directory. If there is an existing directory I link to the file from the ID directory ==Supported platform syc-task up to version 0.4.2 has been tested with Ruby 1.9.3. Version 0.4.2 also runs with Ruby 2.7. It also works in Windows using Cygwin. Version 1.0.0 has been upgraded to Ruby 3.2. ==Add TAB-completion to syctask To activate bash's TAB-completion following lines have to be added to ~/.bashrc complete -F get_syctask_commands syctask function get_syctask_commands { if [ -z $2 ] ; then COMPREPLY=(`syctask help -c`) else COMPREPLY=(`syctask help -c $2`) fi } After ~/.bashrc has been updated the shell session has to be restarted with $ source ~/.bashrc Now syctask followed by TAB TAB will print $ syctask <TAB><TAB> delete done list plan scan stop _doc help new prio schedule start update To complete a command we can type $ syctask sch<TAB> which will complete to $ syctask schedule ==Output to Printer To print syctask's output to a printer pipe the command to lpr $ syctask schedule | lpr This will print the schedule to the default printer. To determine all available printer lpstat can be used with the lpstat -a command $ lpstat -a Canon-LBP6650-3470 accepting requests since Sat 16 Mar 2013 04:26:15 PM CET Dell-B1160w-Mono accepting requests since Sat 16 Mar 2013 04:27:45 PM CET To print to Dell-B1160w-Mono the following command can be used $ syctask schedule | lpr -P Dell-B1160w-Mono ==Release Notes ===Version 0.0.1 Implementation of new, update, list and done commands. ===Version 0.0.4 * delete: deleting tasks or remove tasks from a task plan * plan: plan tasks and add them to the task plan * schedule: create a schedule with work and busy time and assign the tasks from the task plan to the free times ===Version 0.0.6 * start: start a task and track the lead time * stop: stop the tracking and print the lead time of the task * start, stop: the task is logged in the ~/.tasks/task.log file when added and when stopped * prio: prioritize tasks in the task plan, that is specifying the sequence in that the tasks should be conducted * plan: --move flag added to move tasks from the specified plan to another days task plan * update, new: when a follow-up or a due date is provided the task is added to the provided dates task plan. If both dates are set the task is added to both dates task plans ===Version 0.0.7 * updated rdoc ===Version 0.1.15 * IDs are now unique independent of the task or project directory. After upgrading from a version 0.0.7 or older the user asked whether to re-index the tasks. It is adviced to tar the tasks before re-indexing with $ tar cvfz tasks.tar.gz .tasks other_task_directories * start will now show a timer in the upper right corner of the screen when started with the -t (--timer) flag. $ syctask start 10 -t In order to use the task timer ncurses has to be installed as the task timer uses tput from the ncurses library. * The schedule has a heading with the schedule's date and the working time * Planned tasks are now added at or after the current time if they are not done yet. Done tasks are shown in the past with the actual processing time. Tasks done before the start of the schedule are not shown in the schedule. * Meetings that are at the current time are indicated with a *. Active tasks are indicated with a star, re-scheduled tasks are indicated with a ~. * Assigning tasks to meetings in a schedule is now done with the task ID * Statistics show statistics about work time, meeting times, general purpose tasks and task processing. Total, min, max and average time and count is listed. If you have used version 0.0.7 it is adviced to delete tasks.log that lives in ~/.tasks before upgrading or in ~/.syc/syctask after upgrading. Otherwise the statistic results seem odd. * Meeting time in time line now shows correct duration * Info command searches for the location of a task and lists all task task directories with the tasks contained. * Plan move command sets the duration to the remaining processing time but at least to 15 minutes * With the setting command the default task directory can be set and general purpose tasks can be created. A general purpose task can be used for tracking to analyse how much time for phone calls is occupied. setting -l list all general purpose tasks and the default task directory * Prio command now takes a position flag together with the order flag to determine where to insert the newly ordered tasks * All commands that take an ID as argument (done, edit, start, update) look up the task file associated to the id in the ids file. If it is found the provided task directory is not considered for the task file. If the id is not contained in the ids file the task is looked up in the provided directory * Inspect command allows to list each today's unplanned task to edit, delete, mark as done or plan * Update command now has a duration flag to set the task's duration ====Version 0.2.0 * Migrated from TestUnit to Minitest * Implemented _timeleap_ {<img src="https://badge.fury.io/rb/timeleap.svg" alt="Gem Version" />}[http://badge.fury.io/rb/timeleap] which allows to specify additional time distances to yesterday, today tomorrow. Time distances come in two flavors as long and short forms. Examples for long forms are - yesterday|today|tomorrow - next|previous_monday|tuesday|...|sunday - monday|tuesday|...|sunday_in|back_1_week|month|year - in|back_10_days|weeks|months|years Examples for short forms are - y|tod|tom - n|pmo|tu|..|su - mo|tu|...|sui|b1w|m|y - i|b10d|w|m|y ====Version 0.2.1 * Fix a bug in `syctask delete --plan` * Add indicator '>' to task list when task contains notes * Refactor migration from version 0.0.7 and when user has deleted system files. The user can now specify the directories where the tasks are located and can also define directories to be excluded. This is especially helpful to omit search in large mounted directories, like from NAS servers. ====Version 0.3.1 * Add csv output spearated by ';' to the list command * Fix bug when schedule file is empty * Add scan command to scan tasks from files ====Version 0.3.2 * Fix bugs of missing class lib/syctask/scanner.rb ====Version 0.4.2 * delete command can take now ranges of ids, e.g. 1,2,4-8,5,20-25 * inspect can now go back in the task list * inspect will now show the updated task after making changes to the task in edit * inspect allows to specify a follow_up date * scan will ignore columns that are not part of a syctask task * scan recognizes 'Follow-up' as well as 'follow_up' now. That is an underscore can be replaced with '-' * Fix bug when scanning tables that have spaces between separator and column * When tasks.log file is missing `syctask inspect` prints warning with reason why statistics cannot be printed ====Version 1.0.0 * Upgrade to Ruby 3.2.2 ==Development Pull from Github and then run $ bundle install New classes have to be added to 'lib/syctask.rb' Debugging the interface can be done with GLI_DEBUG: $ bundle exec env GLI_DEBUG=true bin/syctask Building and pushing the gemfile to Rubygems $ gem build syctask.gemspec $ gem push syc-task-0.2.1.gem ==Tests The test files live in the folder test and start with test_. There is a rake file available to run all tests $ rake test The CLI is tested with Cucumber. To run the Cucumber features in verbose mode $ cucumber or if you prefer cleaner output run $ rake features ==License syc-task is released under the {MIT License}[http://opensource.org/licenses/MIT] ==Links * [http://www.github.com/sugaryourcoffee/syc-task] - Source code on GitHub * [https://rubygems.org/gems/syc-task] - RubyGems
# Overview This guide documents the InsightVM Application Programming Interface (API) Version 3. This API supports the Representation State Transfer (REST) design pattern. Unless noted otherwise this API accepts and produces the `application/json` media type. This API uses Hypermedia as the Engine of Application State (HATEOAS) and is hypermedia friendly. All API connections must be made to the security console using HTTPS. ## Versioning Versioning is specified in the URL and the base path of this API is: `https://<host>:<port>/api/3/`. ## Specification An <a target="_blank" href="https://github.com/OAI/OpenAPI-Specification/blob/master/versions/2.0.md">OpenAPI v2</a> specification (also known as Swagger 2) of this API is available. Tools such as <a target="_blank" href="https://github.com/swagger-api/swagger-codegen">swagger-codegen</a> can be used to generate an API client in the language of your choosing using this specification document. <p class="openapi">Download the specification: <a class="openapi-button" target="_blank" download="" href="/api/3/json"> Download </a></p> ## Authentication Authorization to the API uses HTTP Basic Authorization (see <a target="_blank" href="https://www.ietf.org/rfc/rfc2617.txt">RFC 2617</a> for more information). Requests must supply authorization credentials in the `Authorization` header using a Base64 encoded hash of `"username:password"`. <!-- ReDoc-Inject: <security-definitions> --> ### 2FA This API supports two-factor authentication (2FA) by supplying an authentication token in addition to the Basic Authorization. The token is specified using the `Token` request header. To leverage two-factor authentication, this must be enabled on the console and be configured for the account accessing the API. ## Resources ### Naming Resource names represent nouns and identify the entity being manipulated or accessed. All collection resources are pluralized to indicate to the client they are interacting with a collection of multiple resources of the same type. Singular resource names are used when there exists only one resource available to interact with. The following naming conventions are used by this API: | Type | Case | | --------------------------------------------- | ------------------------ | | Resource names | `lower_snake_case` | | Header, body, and query parameters parameters | `camelCase` | | JSON fields and property names | `camelCase` | #### Collections A collection resource is a parent resource for instance resources, but can itself be retrieved and operated on independently. Collection resources use a pluralized resource name. The resource path for collection resources follow the convention: ``` /api/3/{resource_name} ``` #### Instances An instance resource is a "leaf" level resource that may be retrieved, optionally nested within a collection resource. Instance resources are usually retrievable with opaque identifiers. The resource path for instance resources follows the convention: ``` /api/3/{resource_name}/{instance_id}... ``` ## Verbs The following HTTP operations are supported throughout this API. The general usage of the operation and both its failure and success status codes are outlined below. | Verb | Usage | Success | Failure | | --------- | ------------------------------------------------------------------------------------- | ----------- | -------------------------------------------------------------- | | `GET` | Used to retrieve a resource by identifier, or a collection of resources by type. | `200` | `400`, `401`, `402`, `404`, `405`, `408`, `410`, `415`, `500` | | `POST` | Creates a resource with an application-specified identifier. | `201` | `400`, `401`, `404`, `405`, `408`, `413`, `415`, `500` | | `POST` | Performs a request to queue an asynchronous job. | `202` | `400`, `401`, `405`, `408`, `410`, `413`, `415`, `500` | | `PUT` | Creates a resource with a client-specified identifier. | `200` | `400`, `401`, `403`, `405`, `408`, `410`, `413`, `415`, `500` | | `PUT` | Performs a full update of a resource with a specified identifier. | `201` | `400`, `401`, `403`, `405`, `408`, `410`, `413`, `415`, `500` | | `DELETE` | Deletes a resource by identifier or an entire collection of resources. | `204` | `400`, `401`, `405`, `408`, `410`, `413`, `415`, `500` | | `OPTIONS` | Requests what operations are available on a resource. | `200` | `401`, `404`, `405`, `408`, `500` | ### Common Operations #### OPTIONS All resources respond to the `OPTIONS` request, which allows discoverability of available operations that are supported. The `OPTIONS` response returns the acceptable HTTP operations on that resource within the `Allow` header. The response is always a `200 OK` status. ### Collection Resources Collection resources can support the `GET`, `POST`, `PUT`, and `DELETE` operations. #### GET The `GET` operation invoked on a collection resource indicates a request to retrieve all, or some, of the entities contained within the collection. This also includes the optional capability to filter or search resources during the request. The response from a collection listing is a paginated document. See [hypermedia links](#section/Overview/Paging) for more information. #### POST The `POST` is a non-idempotent operation that allows for the creation of a new resource when the resource identifier is not provided by the system during the creation operation (i.e. the Security Console generates the identifier). The content of the `POST` request is sent in the request body. The response to a successful `POST` request should be a `201 CREATED` with a valid `Location` header field set to the URI that can be used to access to the newly created resource. The `POST` to a collection resource can also be used to interact with asynchronous resources. In this situation, instead of a `201 CREATED` response, the `202 ACCEPTED` response indicates that processing of the request is not fully complete but has been accepted for future processing. This request will respond similarly with a `Location` header with link to the job-oriented asynchronous resource that was created and/or queued. #### PUT The `PUT` is an idempotent operation that either performs a create with user-supplied identity, or a full replace or update of a resource by a known identifier. The response to a `PUT` operation to create an entity is a `201 Created` with a valid `Location` header field set to the URI that can be used to access to the newly created resource. `PUT` on a collection resource replaces all values in the collection. The typical response to a `PUT` operation that updates an entity is hypermedia links, which may link to related resources caused by the side-effects of the changes performed. #### DELETE The `DELETE` is an idempotent operation that physically deletes a resource, or removes an association between resources. The typical response to a `DELETE` operation is hypermedia links, which may link to related resources caused by the side-effects of the changes performed. ### Instance Resources Instance resources can support the `GET`, `PUT`, `POST`, `PATCH` and `DELETE` operations. #### GET Retrieves the details of a specific resource by its identifier. The details retrieved can be controlled through property selection and property views. The content of the resource is returned within the body of the response in the acceptable media type. #### PUT Allows for and idempotent "full update" (complete replacement) on a specific resource. If the resource does not exist, it will be created; if it does exist, it is completely overwritten. Any omitted properties in the request are assumed to be undefined/null. For "partial updates" use `POST` or `PATCH` instead. The content of the `PUT` request is sent in the request body. The identifier of the resource is specified within the URL (not the request body). The response to a successful `PUT` request is a `201 CREATED` to represent the created status, with a valid `Location` header field set to the URI that can be used to access to the newly created (or fully replaced) resource. #### POST Performs a non-idempotent creation of a new resource. The `POST` of an instance resource most commonly occurs with the use of nested resources (e.g. searching on a parent collection resource). The response to a `POST` of an instance resource is typically a `200 OK` if the resource is non-persistent, and a `201 CREATED` if there is a resource created/persisted as a result of the operation. This varies by endpoint. #### PATCH The `PATCH` operation is used to perform a partial update of a resource. `PATCH` is a non-idempotent operation that enforces an atomic mutation of a resource. Only the properties specified in the request are to be overwritten on the resource it is applied to. If a property is missing, it is assumed to not have changed. #### DELETE Permanently removes the individual resource from the system. If the resource is an association between resources, only the association is removed, not the resources themselves. A successful deletion of the resource should return `204 NO CONTENT` with no response body. This operation is not fully idempotent, as follow-up requests to delete a non-existent resource should return a `404 NOT FOUND`. ## Requests Unless otherwise indicated, the default request body media type is `application/json`. ### Headers Commonly used request headers include: | Header | Example | Purpose | | ------------------ | --------------------------------------------- | ---------------------------------------------------------------------------------------------- | | `Accept` | `application/json` | Defines what acceptable content types are allowed by the client. For all types, use `*/*`. | | `Accept-Encoding` | `deflate, gzip` | Allows for the encoding to be specified (such as gzip). | | `Accept-Language` | `en-US` | Indicates to the server the client's locale (defaults `en-US`). | | `Authorization ` | `Basic Base64("username:password")` | Basic authentication | | `Token ` | `123456` | Two-factor authentication token (if enabled) | ### Dates & Times Dates and/or times are specified as strings in the ISO 8601 format(s). The following formats are supported as input: | Value | Format | Notes | | --------------------------- | ------------------------------------------------------ | ----------------------------------------------------- | | Date | YYYY-MM-DD | Defaults to 12 am UTC (if used for a date & time | | Date & time only | YYYY-MM-DD'T'hh:mm:ss[.nnn] | Defaults to UTC | | Date & time in UTC | YYYY-MM-DD'T'hh:mm:ss[.nnn]Z | | | Date & time w/ offset | YYYY-MM-DD'T'hh:mm:ss[.nnn][+|-]hh:mm | | | Date & time w/ zone-offset | YYYY-MM-DD'T'hh:mm:ss[.nnn][+|-]hh:mm[<zone-id>] | | ### Timezones Timezones are specified in the regional zone format, such as `"America/Los_Angeles"`, `"Asia/Tokyo"`, or `"GMT"`. ### Paging Pagination is supported on certain collection resources using a combination of two query parameters, `page` and `size`. As these are control parameters, they are prefixed with the underscore character. The page parameter dictates the zero-based index of the page to retrieve, and the `size` indicates the size of the page. For example, `/resources?page=2&size=10` will return page 3, with 10 records per page, giving results 21-30. The maximum page size for a request is 500. ### Sorting Sorting is supported on paginated resources with the `sort` query parameter(s). The sort query parameter(s) supports identifying a single or multi-property sort with a single or multi-direction output. The format of the parameter is: ``` sort=property[,ASC|DESC]... ``` Therefore, the request `/resources?sort=name,title,DESC` would return the results sorted by the name and title descending, in that order. The sort directions are either ascending `ASC` or descending `DESC`. With single-order sorting, all properties are sorted in the same direction. To sort the results with varying orders by property, multiple sort parameters are passed. For example, the request `/resources?sort=name,ASC&sort=title,DESC` would sort by name ascending and title descending, in that order. ## Responses The following response statuses may be returned by this API. | Status | Meaning | Usage | | ------ | ------------------------ |------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `200` | OK | The operation performed without error according to the specification of the request, and no more specific 2xx code is suitable. | | `201` | Created | A create request has been fulfilled and a resource has been created. The resource is available as the URI specified in the response, including the `Location` header. | | `202` | Accepted | An asynchronous task has been accepted, but not guaranteed, to be processed in the future. | | `400` | Bad Request | The request was invalid or cannot be otherwise served. The request is not likely to succeed in the future without modifications. | | `401` | Unauthorized | The user is unauthorized to perform the operation requested, or does not maintain permissions to perform the operation on the resource specified. | | `403` | Forbidden | The resource exists to which the user has access, but the operating requested is not permitted. | | `404` | Not Found | The resource specified could not be located, does not exist, or an unauthenticated client does not have permissions to a resource. | | `405` | Method Not Allowed | The operations may not be performed on the specific resource. Allowed operations are returned and may be performed on the resource. | | `408` | Request Timeout | The client has failed to complete a request in a timely manner and the request has been discarded. | | `413` | Request Entity Too Large | The request being provided is too large for the server to accept processing. | | `415` | Unsupported Media Type | The media type is not supported for the requested resource. | | `500` | Internal Server Error | An internal and unexpected error has occurred on the server at no fault of the client. | ### Security The response statuses 401, 403 and 404 need special consideration for security purposes. As necessary, error statuses and messages may be obscured to strengthen security and prevent information exposure. The following is a guideline for privileged resource response statuses: | Use Case | Access | Resource | Permission | Status | | ------------------------------------------------------------------ | ------------------ |------------------- | ------------ | ------------ | | Unauthenticated access to an unauthenticated resource. | Unauthenticated | Unauthenticated | Yes | `20x` | | Unauthenticated access to an authenticated resource. | Unauthenticated | Authenticated | No | `401` | | Unauthenticated access to an authenticated resource. | Unauthenticated | Non-existent | No | `401` | | Authenticated access to a unauthenticated resource. | Authenticated | Unauthenticated | Yes | `20x` | | Authenticated access to an authenticated, unprivileged resource. | Authenticated | Authenticated | No | `404` | | Authenticated access to an authenticated, privileged resource. | Authenticated | Authenticated | Yes | `20x` | | Authenticated access to an authenticated, non-existent resource | Authenticated | Non-existent | Yes | `404` | ### Headers Commonly used response headers include: | Header | Example | Purpose | | -------------------------- | --------------------------------- | --------------------------------------------------------------- | | `Allow` | `OPTIONS, GET` | Defines the allowable HTTP operations on a resource. | | `Cache-Control` | `no-store, must-revalidate` | Disables caching of resources (as they are all dynamic). | | `Content-Encoding` | `gzip` | The encoding of the response body (if any). | | `Location` | | Refers to the URI of the resource created by a request. | | `Transfer-Encoding` | `chunked` | Specified the encoding used to transform response. | | `Retry-After` | 5000 | Indicates the time to wait before retrying a request. | | `X-Content-Type-Options` | `nosniff` | Disables MIME type sniffing. | | `X-XSS-Protection` | `1; mode=block` | Enables XSS filter protection. | | `X-Frame-Options` | `SAMEORIGIN` | Prevents rendering in a frame from a different origin. | | `X-UA-Compatible` | `IE=edge,chrome=1` | Specifies the browser mode to render in. | ### Format When `application/json` is returned in the response body it is always pretty-printed (indented, human readable output). Additionally, gzip compression/encoding is supported on all responses. #### Dates & Times Dates or times are returned as strings in the ISO 8601 'extended' format. When a date and time is returned (instant) the value is converted to UTC. For example: | Value | Format | Example | | --------------- | ------------------------------ | --------------------- | | Date | `YYYY-MM-DD` | 2017-12-03 | | Date & Time | `YYYY-MM-DD'T'hh:mm:ss[.nnn]Z` | 2017-12-03T10:15:30Z | #### Content In some resources a Content data type is used. This allows for multiple formats of representation to be returned within resource, specifically `"html"` and `"text"`. The `"text"` property returns a flattened representation suitable for output in textual displays. The `"html"` property returns an HTML fragment suitable for display within an HTML element. Note, the HTML returned is not a valid stand-alone HTML document. #### Paging The response to a paginated request follows the format: ```json { resources": [ ... ], "page": { "number" : ..., "size" : ..., "totalResources" : ..., "totalPages" : ... }, "links": [ "first" : { "href" : "..." }, "prev" : { "href" : "..." }, "self" : { "href" : "..." }, "next" : { "href" : "..." }, "last" : { "href" : "..." } ] } ``` The `resources` property is an array of the resources being retrieved from the endpoint, each which should contain at minimum a "self" relation hypermedia link. The `page` property outlines the details of the current page and total possible pages. The object for the page includes the following properties: - number - The page number (zero-based) of the page returned. - size - The size of the pages, which is less than or equal to the maximum page size. - totalResources - The total amount of resources available across all pages. - totalPages - The total amount of pages. The last property of the paged response is the `links` array, which contains all available hypermedia links. For paginated responses, the "self", "next", "previous", "first", and "last" links are returned. The "self" link must always be returned and should contain a link to allow the client to replicate the original request against the collection resource in an identical manner to that in which it was invoked. The "next" and "previous" links are present if either or both there exists a previous or next page, respectively. The "next" and "previous" links have hrefs that allow "natural movement" to the next page, that is all parameters required to move the next page are provided in the link. The "first" and "last" links provide references to the first and last pages respectively. Requests outside the boundaries of the pageable will result in a `404 NOT FOUND`. Paginated requests do not provide a "stateful cursor" to the client, nor does it need to provide a read consistent view. Records in adjacent pages may change while pagination is being traversed, and the total number of pages and resources may change between requests within the same filtered/queries resource collection. #### Property Views The "depth" of the response of a resource can be configured using a "view". All endpoints supports two views that can tune the extent of the information returned in the resource. The supported views are `summary` and `details` (the default). View are specified using a query parameter, in this format: ```bash /<resource>?view={viewName} ``` #### Error Any error responses can provide a response body with a message to the client indicating more information (if applicable) to aid debugging of the error. All 40x and 50x responses will return an error response in the body. The format of the response is as follows: ```json { "status": <statusCode>, "message": <message>, "links" : [ { "rel" : "...", "href" : "..." } ] } ``` The `status` property is the same as the HTTP status returned in the response, to ease client parsing. The message property is a localized message in the request client's locale (if applicable) that articulates the nature of the error. The last property is the `links` property. This may contain additional [hypermedia links](#section/Overview/Authentication) to troubleshoot. #### Search Criteria <a section="section/Responses/SearchCriteria"></a> Multiple resources make use of search criteria to match assets. Search criteria is an array of search filters. Each search filter has a generic format of: ```json { "field": "<field-name>", "operator": "<operator>", ["value": "<value>",] ["lower": "<value>",] ["upper": "<value>"] } ``` Every filter defines two required properties `field` and `operator`. The field is the name of an asset property that is being filtered on. The operator is a type and property-specific operating performed on the filtered property. The valid values for fields and operators are outlined in the table below. Every filter also defines one or more values that are supplied to the operator. The valid values vary by operator and are outlined below. ##### Fields The following table outlines the search criteria fields and the available operators: | Field | Operators | | --------------------------------- | ------------------------------------------------------------------------------------------------------------------------------ | | `alternate-address-type` | `in` | | `container-image` | `is` ` is-not` ` starts-with` ` ends-with` ` contains` ` does-not-contain` ` is-like` ` not-like` | | `container-status` | `is` ` is-not` | | `containers` | `are` | | `criticality-tag` | `is` ` is-not` ` is-greater-than` ` is-less-than` ` is-applied` ` is-not-applied` | | `custom-tag` | `is` ` is-not` ` starts-with` ` ends-with` ` contains` ` does-not-contain` ` is-applied` ` is-not-applied` | | `cve` | `is` ` is-not` ` contains` ` does-not-contain` | | `cvss-access-complexity` | `is` ` is-not` | | `cvss-authentication-required` | `is` ` is-not` | | `cvss-access-vector` | `is` ` is-not` | | `cvss-availability-impact` | `is` ` is-not` | | `cvss-confidentiality-impact` | `is` ` is-not` | | `cvss-integrity-impact` | `is` ` is-not` | | `cvss-v3-confidentiality-impact` | `is` ` is-not` | | `cvss-v3-integrity-impact` | `is` ` is-not` | | `cvss-v3-availability-impact` | `is` ` is-not` | | `cvss-v3-attack-vector` | `is` ` is-not` | | `cvss-v3-attack-complexity` | `is` ` is-not` | | `cvss-v3-user-interaction` | `is` ` is-not` | | `cvss-v3-privileges-required` | `is` ` is-not` | | `host-name` | `is` ` is-not` ` starts-with` ` ends-with` ` contains` ` does-not-contain` ` is-empty` ` is-not-empty` ` is-like` ` not-like` | | `host-type` | `in` ` not-in` | | `ip-address` | `is` ` is-not` ` in-range` ` not-in-range` ` is-like` ` not-like` | | `ip-address-type` | `in` ` not-in` | | `last-scan-date` | `is-on-or-before` ` is-on-or-after` ` is-between` ` is-earlier-than` ` is-within-the-last` | | `location-tag` | `is` ` is-not` ` starts-with` ` ends-with` ` contains` ` does-not-contain` ` is-applied` ` is-not-applied` | | `mobile-device-last-sync-time` | `is-within-the-last` ` is-earlier-than` | | `open-ports` | `is` ` is-not` ` in-range` | | `operating-system` | `contains` ` does-not-contain` ` is-empty` ` is-not-empty` | | `owner-tag` | `is` ` is-not` ` starts-with` ` ends-with` ` contains` ` does-not-contain` ` is-applied` ` is-not-applied` | | `pci-compliance` | `is` | | `risk-score` | `is` ` is-not` ` in-range` ` greater-than` ` less-than` | | `service-name` | `contains` ` does-not-contain` | | `site-id` | `in` ` not-in` | | `software` | `contains` ` does-not-contain` | | `vAsset-cluster` | `is` ` is-not` ` contains` ` does-not-contain` ` starts-with` | | `vAsset-datacenter` | `is` ` is-not` | | `vAsset-host-name` | `is` ` is-not` ` contains` ` does-not-contain` ` starts-with` | | `vAsset-power-state` | `in` ` not-in` | | `vAsset-resource-pool-path` | `contains` ` does-not-contain` | | `vulnerability-assessed` | `is-on-or-before` ` is-on-or-after` ` is-between` ` is-earlier-than` ` is-within-the-last` | | `vulnerability-category` | `is` ` is-not` ` starts-with` ` ends-with` ` contains` ` does-not-contain` | | `vulnerability-cvss-v3-score` | `is` ` is-not` | | `vulnerability-cvss-score` | `is` ` is-not` ` in-range` ` is-greater-than` ` is-less-than` | | `vulnerability-exposures` | `includes` ` does-not-include` | | `vulnerability-title` | `contains` ` does-not-contain` ` is` ` is-not` ` starts-with` ` ends-with` | | `vulnerability-validated-status` | `are` | ##### Enumerated Properties The following fields have enumerated values: | Field | Acceptable Values | | ----------------------------------------- | ------------------------------------------------------------------------------------------------------------- | | `alternate-address-type` | 0=IPv4, 1=IPv6 | | `containers` | 0=present, 1=not present | | `container-status` | `created` `running` `paused` `restarting` `exited` `dead` `unknown` | | `cvss-access-complexity` | <ul><li><code>L</code> = Low</li><li><code>M</code> = Medium</li><li><code>H</code> = High</li></ul> | | `cvss-integrity-impact` | <ul><li><code>N</code> = None</li><li><code>P</code> = Partial</li><li><code>C</code> = Complete</li></ul> | | `cvss-confidentiality-impact` | <ul><li><code>N</code> = None</li><li><code>P</code> = Partial</li><li><code>C</code> = Complete</li></ul> | | `cvss-availability-impact` | <ul><li><code>N</code> = None</li><li><code>P</code> = Partial</li><li><code>C</code> = Complete</li></ul> | | `cvss-access-vector` | <ul><li><code>L</code> = Local</li><li><code>A</code> = Adjacent</li><li><code>N</code> = Network</li></ul> | | `cvss-authentication-required` | <ul><li><code>N</code> = None</li><li><code>S</code> = Single</li><li><code>M</code> = Multiple</li></ul> | | `cvss-v3-confidentiality-impact` | <ul><li><code>L</code> = Local</li><li><code>L</code> = Low</li><li><code>N</code> = None</li><li><code>H</code> = High</li></ul> | | `cvss-v3-integrity-impact` | <ul><li><code>L</code> = Local</li><li><code>L</code> = Low</li><li><code>N</code> = None</li><li><code>H</code> = High</li></ul> | | `cvss-v3-availability-impact` | <ul><li><code>N</code> = None</li><li><code>L</code> = Low</li><li><code>H</code> = High</li></ul> | | `cvss-v3-attack-vector` | <ul><li><code>N</code> = Network</li><li><code>A</code> = Adjacent</li><li><code>L</code> = Local</li><li><code>P</code> = Physical</li></ul> | | `cvss-v3-attack-complexity` | <ul><li><code>L</code> = Low</li><li><code>H</code> = High</li></ul> | | `cvss-v3-user-interaction` | <ul><li><code>N</code> = None</li><li><code>R</code> = Required</li></ul> | | `cvss-v3-privileges-required` | <ul><li><code>N</code> = None</li><li><code>L</code> = Low</li><li><code>H</code> = High</li></ul> | | `host-type` | 0=Unknown, 1=Guest, 2=Hypervisor, 3=Physical, 4=Mobile | | `ip-address-type` | 0=IPv4, 1=IPv6 | | `pci-compliance` | 0=fail, 1=pass | | `vulnerability-validated-status` | 0=present, 1=not present | ##### Operator Properties <a section="section/Responses/SearchCriteria/OperatorProperties"></a> The following table outlines which properties are required for each operator and the appropriate data type(s): | Operator | `value` | `lower` | `upper` | | ----------------------|-----------------------|-----------------------|-----------------------| | `are` | `string` | | | | `contains` | `string` | | | | `does-not-contain` | `string` | | | | `ends with` | `string` | | | | `in` | `Array[ string ]` | | | | `in-range` | | `numeric` | `numeric` | | `includes` | `Array[ string ]` | | | | `is` | `string` | | | | `is-applied` | | | | | `is-between` | | `numeric` | `numeric` | | `is-earlier-than` | `numeric` | | | | `is-empty` | | | | | `is-greater-than` | `numeric` | | | | `is-on-or-after` | `string` (yyyy-MM-dd) | | | | `is-on-or-before` | `string` (yyyy-MM-dd) | | | | `is-not` | `string` | | | | `is-not-applied` | | | | | `is-not-empty` | | | | | `is-within-the-last` | `numeric` | | | | `less-than` | `string` | | | | `like` | `string` | | | | `not-contains` | `string` | | | | `not-in` | `Array[ string ]` | | | | `not-in-range` | | `numeric` | `numeric` | | `not-like` | `string` | | | | `starts-with` | `string` | | | #### Discovery Connection Search Criteria <a section="section/Responses/DiscoverySearchCriteria"></a> Dynamic sites make use of search criteria to match assets from a discovery connection. Search criteria is an array of search filters. Each search filter has a generic format of: ```json { "field": "<field-name>", "operator": "<operator>", ["value": "<value>",] ["lower": "<value>",] ["upper": "<value>"] } ``` Every filter defines two required properties `field` and `operator`. The field is the name of an asset property that is being filtered on. The list of supported fields vary depending on the type of discovery connection configured for the dynamic site (e.g vSphere, ActiveSync, etc.). The operator is a type and property-specific operating performed on the filtered property. The valid values for fields outlined in the tables below and are grouped by the type of connection. Every filter also defines one or more values that are supplied to the operator. See <a href="#section/Responses/SearchCriteria/OperatorProperties">Search Criteria Operator Properties</a> for more information on the valid values for each operator. ##### Fields (ActiveSync) This section documents search criteria information for ActiveSync discovery connections. The discovery connections must be one of the following types: `"activesync-ldap"`, `"activesync-office365"`, or `"activesync-powershell"`. The following table outlines the search criteria fields and the available operators for ActiveSync connections: | Field | Operators | | --------------------------------- | ------------------------------------------------------------- | | `last-sync-time` | `is-within-the-last` ` is-earlier-than` | | `operating-system` | `contains` ` does-not-contain` | | `user` | `is` ` is-not` ` contains` ` does-not-contain` ` starts-with` | ##### Fields (AWS) This section documents search criteria information for AWS discovery connections. The discovery connections must be the type `"aws"`. The following table outlines the search criteria fields and the available operators for AWS connections: | Field | Operators | | ----------------------- | ------------------------------------------------------------- | | `availability-zone` | `contains` ` does-not-contain` | | `guest-os-family` | `contains` ` does-not-contain` | | `instance-id` | `contains` ` does-not-contain` | | `instance-name` | `is` ` is-not` ` contains` ` does-not-contain` ` starts-with` | | `instance-state` | `in` ` not-in` | | `instance-type` | `in` ` not-in` | | `ip-address` | `in-range` ` not-in-range` ` is` ` is-not` | | `region` | `in` ` not-in` | | `vpc-id` | `is` ` is-not` ` contains` ` does-not-contain` ` starts-with` | ##### Fields (DHCP) This section documents search criteria information for DHCP discovery connections. The discovery connections must be the type `"dhcp"`. The following table outlines the search criteria fields and the available operators for DHCP connections: | Field | Operators | | --------------- | ------------------------------------------------------------- | | `host-name` | `is` ` is-not` ` contains` ` does-not-contain` ` starts-with` | | `ip-address` | `in-range` ` not-in-range` ` is` ` is-not` | | `mac-address` | `is` ` is-not` ` contains` ` does-not-contain` ` starts-with` | ##### Fields (Sonar) This section documents search criteria information for Sonar discovery connections. The discovery connections must be the type `"sonar"`. The following table outlines the search criteria fields and the available operators for Sonar connections: | Field | Operators | | ------------------- | -------------------- | | `search-domain` | `contains` ` is` | | `ip-address` | `in-range` ` is` | | `sonar-scan-date` | `is-within-the-last` | ##### Fields (vSphere) This section documents search criteria information for vSphere discovery connections. The discovery connections must be the type `"vsphere"`. The following table outlines the search criteria fields and the available operators for vSphere connections: | Field | Operators | | -------------------- | ------------------------------------------------------------------------------------------ | | `cluster` | `is` ` is-not` ` contains` ` does-not-contain` ` starts-with` | | `data-center` | `is` ` is-not` | | `discovered-time` | `is-on-or-before` ` is-on-or-after` ` is-between` ` is-earlier-than` ` is-within-the-last` | | `guest-os-family` | `contains` ` does-not-contain` | | `host-name` | `is` ` is-not` ` contains` ` does-not-contain` ` starts-with` | | `ip-address` | `in-range` ` not-in-range` ` is` ` is-not` | | `power-state` | `in` ` not-in` | | `resource-pool-path` | `contains` ` does-not-contain` | | `last-time-seen` | `is-on-or-before` ` is-on-or-after` ` is-between` ` is-earlier-than` ` is-within-the-last` | | `vm` | `is` ` is-not` ` contains` ` does-not-contain` ` starts-with` | ##### Enumerated Properties (vSphere) The following fields have enumerated values: | Field | Acceptable Values | | ------------- | ------------------------------------ | | `power-state` | `poweredOn` `poweredOff` `suspended` | ## HATEOAS This API follows Hypermedia as the Engine of Application State (HATEOAS) principals and is therefore hypermedia friendly. Hyperlinks are returned in the `links` property of any given resource and contain a fully-qualified hyperlink to the corresponding resource. The format of the hypermedia link adheres to both the <a target="_blank" href="http://jsonapi.org">{json:api} v1</a> <a target="_blank" href="http://jsonapi.org/format/#document-links">"Link Object"</a> and <a target="_blank" href="http://json-schema.org/latest/json-schema-hypermedia.html">JSON Hyper-Schema</a> <a target="_blank" href="http://json-schema.org/latest/json-schema-hypermedia.html#rfc.section.5.2">"Link Description Object"</a> formats. For example: ```json "links": [{ "rel": "<relation>", "href": "<href>" ... }] ``` Where appropriate link objects may also contain additional properties than the `rel` and `href` properties, such as `id`, `type`, etc. See the [Root](#tag/Root) resources for the entry points into API discovery.
Lookout Lookout is a unit testing framework for Ruby¹ that puts your results in focus. Tests (expectations) are written as follows expect 2 do 1 + 1 end expect ArgumentError do Integer('1 + 1') end expect Array do [1, 2, 3].select{ |i| i % 2 == 0 } end expect [2, 4, 6] do [1, 2, 3].map{ |i| i * 2 } end Lookout is designed to encourage – force, even – unit testing best practices such as • Setting up only one expectation per test • Not setting expectations on non-public APIs • Test isolation This is done by • Only allowing one expectation to be set per test • Providing no (additional) way of accessing private state • Providing no setup and tear-down methods, nor a method of providing test helpers Other important points are • Putting the expected outcome of a test in focus with the steps of the calculation of the actual result only as a secondary concern • A focus on code readability by providing no mechanism for describing an expectation other than the code in the expectation itself • A unified syntax for setting up both state-based and behavior-based expectations The way Lookout works has been heavily influenced by expectations², by {Jay Fields}³. The code base was once also heavily based on expectations, based at Subversion {revision 76}⁴. A lot has happened since then and all of the work past that revision are due to {Nikolai Weibull}⁵. ¹ Ruby: http://ruby-lang.org/ ² Expectations: http://expectations.rubyforge.org/ ³ Jay Fields’s blog: http://blog.jayfields.com/ ⁴ Lookout revision 76: https://github.com/now/lookout/commit/537bedf3e5b3eb4b31c066b3266f42964ac35ebe ⁵ Nikolai Weibull’s home page: http://disu.se/ § Installation Install Lookout with % gem install lookout § Usage Lookout allows you to set expectations on an object’s state or behavior. We’ll begin by looking at state expectations and then take a look at expectations on behavior. § Expectations on State: Literals An expectation can be made on the result of a computation: expect 2 do 1 + 1 end Most objects, in fact, have their state expectations checked by invoking ‹#==› on the expected value with the result as its argument. Checking that a result is within a given range is also simple: expect 0.099..0.101 do 0.4 - 0.3 end Here, the more general ‹#===› is being used on the ‹Range›. § Regexps ‹Strings› of course match against ‹Strings›: expect 'ab' do 'abc'[0..1] end but we can also match a ‹String› against a ‹Regexp›: expect %r{a substring} do 'a string with a substring' end (Note the use of ‹%r{…}› to avoid warnings that will be generated when Ruby parses ‹expect /…/›.) § Modules Checking that the result includes a certain module is done by expecting the ‹Module›. expect Enumerable do [] end This, due to the nature of Ruby, of course also works for classes (as they are also modules): expect String do 'a string' end This doesn’t hinder us from expecting the actual ‹Module› itself: expect Enumerable do Enumerable end or the ‹Class›: expect String do String end for obvious reasons. As you may have figured out yourself, this is accomplished by first trying ‹#==› and, if it returns ‹false›, then trying ‹#===› on the expected ‹Module›. This is also true of ‹Ranges› and ‹Regexps›. § Booleans Truthfulness is expected with ‹true› and ‹false›: expect true do 1 end expect false do nil end Results equaling ‹true› or ‹false› are slightly different: expect TrueClass do true end expect FalseClass do false end The rationale for this is that you should only care if the result of a computation evaluates to a value that Ruby considers to be either true or false, not the exact literals ‹true› or ‹false›. § IO Expecting output on an IO object is also common: expect output("abc\ndef\n") do |io| io.puts 'abc', 'def' end This can be used to capture the output of a formatter that takes an output object as a parameter. § Warnings Expecting warnings from code isn’t very common, but should be done: expect warning('this is your final one!') do warn 'this is your final one!' end expect warning('this is your final one!') do warn '%s:%d: warning: this is your final one!' % [__FILE__, __LINE__] end ‹$VERBOSE› is set to ‹true› during the execution of the block, so you don’t need to do so yourself. If you have other code that depends on the value of $VERBOSE, that can be done with ‹#with_verbose› expect nil do with_verbose nil do $VERBOSE end end § Errors You should always be expecting errors from – and in, but that’s a different story – your code: expect ArgumentError do Integer('1 + 1') end Often, not only the type of the error, but its description, is important to check: expect StandardError.new('message') do raise StandardError.new('message') end As with ‹Strings›, ‹Regexps› can be used to check the error description: expect StandardError.new(/mess/) do raise StandardError.new('message') end § Queries Through Symbols Symbols are generally matched against symbols, but as a special case, symbols ending with ‹?› are seen as expectations on the result of query methods on the result of the block, given that the method is of zero arity and that the result isn’t a Symbol itself. Simply expect a symbol ending with ‹?›: expect :empty? do [] end To expect it’s negation, expect the same symbol beginning with ‹not_›: expect :not_nil? do [1, 2, 3] end This is the same as expect true do [].empty? end and expect false do [1, 2, 3].empty? end but provides much clearer failure messages. It also makes the expectation’s intent a lot clearer. § Queries By Proxy There’s also a way to make the expectations of query methods explicit by invoking methods on the result of the block. For example, to check that the even elements of the Array ‹[1, 2, 3]› include ‹1› you could write expect result.to.include? 1 do [1, 2, 3].reject{ |e| e.even? } end You could likewise check that the result doesn’t include 2: expect result.not.to.include? 2 do [1, 2, 3].reject{ |e| e.even? } end This is the same as (and executes a little bit slower than) writing expect false do [1, 2, 3].reject{ |e| e.even? }.include? 2 end but provides much clearer failure messages. Given that these two last examples would fail, you’d get a message saying “[1, 2, 3]#include?(2)” instead of the terser “true≠false”. It also clearly separates the actual expectation from the set-up. The keyword for this kind of expectations is ‹result›. This may be followed by any of the methods • ‹#not› • ‹#to› • ‹#be› • ‹#have› or any other method you will want to call on the result. The methods ‹#to›, ‹#be›, and ‹#have› do nothing except improve readability. The ‹#not› method inverts the expectation. § Literal Literals If you need to literally check against any of the types of objects otherwise treated specially, that is, any instances of • ‹Module› • ‹Range› • ‹Regexp› • ‹Exception› • ‹Symbol›, given that it ends with ‹?› you can do so by wrapping it in ‹literal(…)›: expect literal(:empty?) do :empty? end You almost never need to do this, as, for all but symbols, instances will match accordingly as well. § Expectations on Behavior We expect our objects to be on their best behavior. Lookout allows you to make sure that they are. Reception expectations let us verify that a method is called in the way that we expect it to be: expect mock.to.receive.to_str(without_arguments){ '123' } do |o| o.to_str end Here, ‹#mock› creates a mock object, an object that doesn’t respond to anything unless you tell it to. We tell it to expect to receive a call to ‹#to_str› without arguments and have ‹#to_str› return ‹'123'› when called. The mock object is then passed in to the block so that the expectations placed upon it can be fulfilled. Sometimes we only want to make sure that a method is called in the way that we expect it to be, but we don’t care if any other methods are called on the object. A stub object, created with ‹#stub›, expects any method and returns a stub object that, again, expects any method, and thus fits the bill. expect stub.to.receive.to_str(without_arguments){ '123' } do |o| o.to_str if o.convertable? end You don’t have to use a mock object to verify that a method is called: expect Object.to.receive.name do Object.name end As you have figured out by now, the expected method call is set up by calling ‹#receive› after ‹#to›. ‹#Receive› is followed by a call to the method to expect with any expected arguments. The body of the expected method can be given as the block to the method. Finally, an expected invocation count may follow the method. Let’s look at this formal specification in more detail. The expected method arguments may be given in a variety of ways. Let’s introduce them by giving some examples: expect mock.to.receive.a do |m| m.a end Here, the method ‹#a› must be called with any number of arguments. It may be called any number of times, but it must be called at least once. If a method must receive exactly one argument, you can use ‹Object›, as the same matching rules apply for arguments as they do for state expectations: expect mock.to.receive.a(Object) do |m| m.a 0 end If a method must receive a specific argument, you can use that argument: expect mock.to.receive.a(1..2) do |m| m.a 1 end Again, the same matching rules apply for arguments as they do for state expectations, so the previous example expects a call to ‹#a› with 1, 2, or the Range 1..2 as an argument on ‹m›. If a method must be invoked without any arguments you can use ‹without_arguments›: expect mock.to.receive.a(without_arguments) do |m| m.a end You can of course use both ‹Object› and actual arguments: expect mock.to.receive.a(Object, 2, Object) do |m| m.a nil, 2, '3' end The body of the expected method may be given as the block. Here, calling ‹#a› on ‹m› will give the result ‹1›: expect mock.to.receive.a{ 1 } do |m| raise 'not 1' unless m.a == 1 end If no body has been given, the result will be a stub object. To take a block, grab a block parameter and ‹#call› it: expect mock.to.receive.a{ |&b| b.call(1) } do |m| j = 0 m.a{ |i| j = i } raise 'not 1' unless j == 1 end To simulate an ‹#each›-like method, ‹#call› the block several times. Invocation count expectations can be set if the default expectation of “at least once” isn’t good enough. The following expectations are possible • ‹#at_most_once› • ‹#once› • ‹#at_least_once› • ‹#twice› And, for a given ‹N›, • ‹#at_most(N)› • ‹#exactly(N)› • ‹#at_least(N)› § Utilities: Stubs Method stubs are another useful thing to have in a unit testing framework. Sometimes you need to override a method that does something a test shouldn’t do, like access and alter bank accounts. We can override – stub out – a method by using the ‹#stub› method. Let’s assume that we have an ‹Account› class that has two methods, ‹#slips› and ‹#total›. ‹#Slips› retrieves the bank slips that keep track of your deposits to the ‹Account› from a database. ‹#Total› sums the ‹#slips›. In the following test we want to make sure that ‹#total› does what it should do without accessing the database. We therefore stub out ‹#slips› and make it return something that we can easily control. expect 6 do |m| stub(Class.new{ def slips raise 'database not available' end def total slips.reduce(0){ |m, n| m.to_i + n.to_i } end }.new, :slips => [1, 2, 3]){ |account| account.total } end To make it easy to create objects with a set of stubbed methods there’s also a convenience method: expect 3 do s = stub(:a => 1, :b => 2) s.a + s.b end This short-hand notation can also be used for the expected value: expect stub(:a => 1, :b => 2).to.receive.a do |o| o.a + o.b end and also works for mock objects: expect mock(:a => 2, :b => 2).to.receive.a do |o| o.a + o.b end Blocks are also allowed when defining stub methods: expect 3 do s = stub(:a => proc{ |a, b| a + b }) s.a(1, 2) end If need be, we can stub out a specific method on an object: expect 'def' do stub('abc', :to_str => 'def'){ |a| a.to_str } end The stub is active during the execution of the block. § Overriding Constants Sometimes you need to override the value of a constant during the execution of some code. Use ‹#with_const› to do just that: expect 'hello' do with_const 'A::B::C', 'hello' do A::B::C end end Here, the constant ‹A::B::C› is set to ‹'hello'› during the execution of the block. None of the constants ‹A›, ‹B›, and ‹C› need to exist for this to work. If a constant doesn’t exist it’s created and set to a new, empty, ‹Module›. The value of ‹A::B::C›, if any, is restored after the block returns and any constants that didn’t previously exist are removed. § Overriding Environment Variables Another thing you often need to control in your tests is the value of environment variables. Depending on such global values is, of course, not a good practice, but is often unavoidable when working with external libraries. ‹#With_env› allows you to override the value of environment variables during the execution of a block by giving it a ‹Hash› of key/value pairs where the key is the name of the environment variable and the value is the value that it should have during the execution of that block: expect 'hello' do with_env 'INTRO' => 'hello' do ENV['INTRO'] end end Any overridden values are restored and any keys that weren’t previously a part of the environment are removed when the block returns. § Overriding Globals You may also want to override the value of a global temporarily: expect 'hello' do with_global :$stdout, StringIO.new do print 'hello' $stdout.string end end You thus provide the name of the global and a value that it should take during the execution of a block of code. The block gets passed the overridden value, should you need it: expect true do with_global :$stdout, StringIO.new do |overridden| $stdout != overridden end end § Integration Lookout can be used from Rake¹. Simply install Lookout-Rake²: % gem install lookout-rake and add the following code to your Rakefile require 'lookout-rake-3.0' Lookout::Rake::Tasks::Test.new Make sure to read up on using Lookout-Rake for further benefits and customization. ¹ Read more about Rake at http://rake.rubyforge.org/ ² Get information on Lookout-Rake at http://disu.se/software/lookout-rake/ § API Lookout comes with an API¹ that let’s you create things such as new expected values, difference reports for your types, and so on. ¹ See http://disu.se/software/lookout/api/ § Interface Design The default output of Lookout can Spartanly be described as Spartan. If no errors or failures occur, no output is generated. This is unconventional, as unit testing frameworks tend to dump a lot of information on the user, concerning things such as progress, test count summaries, and flamboyantly colored text telling you that your tests passed. None of this output is needed. Your tests should run fast enough to not require progress reports. The lack of output provides you with the same amount of information as reporting success. Test count summaries are only useful if you’re worried that your tests aren’t being run, but if you worry about that, then providing such output doesn’t really help. Testing your tests requires something beyond reporting some arbitrary count that you would have to verify by hand anyway. When errors or failures do occur, however, the relevant information is output in a format that can easily be parsed by an ‹'errorformat'› for Vim or with {Compilation Mode}¹ for Emacs². Diffs are generated for Strings, Arrays, Hashes, and I/O. ¹ Read up on Compilation mode for Emacs at http://www.emacswiki.org/emacs/CompilationMode ² Visit The GNU Foundation’s Emacs’ software page at http://www.gnu.org/software/emacs/ § External Design Let’s now look at some of the points made in the introduction in greater detail. Lookout only allows you to set one expectation per test. If you’re testing behavior with a reception expectation, then only one method-invocation expectation can be set. If you’re testing state, then only one result can be verified. It may seem like this would cause unnecessary duplication between tests. While this is certainly a possibility, when you actually begin to try to avoid such duplication you find that you often do so by improving your interfaces. This kind of restriction tends to encourage the use of value objects, which are easy to test, and more focused objects, which require simpler tests, as they have less behavior to test, per method. By keeping your interfaces focused you’re also keeping your tests focused. Keeping your tests focused improves, in itself, test isolation, but let’s look at something that hinders it: setup and tear-down methods. Most unit testing frameworks encourage test fragmentation by providing setup and tear-down methods. Setup methods create objects and, perhaps, just their behavior for a set of tests. This means that you have to look in two places to figure out what’s being done in a test. This may work fine for few methods with simple set-ups, but makes things complicated when the number of tests increases and the set-up is complex. Often, each test further adjusts the previously set-up object before performing any verifications, further complicating the process of figuring out what state an object has in a given test. Tear-down methods clean up after tests, perhaps by removing records from a database or deleting files from the file-system. The duplication that setup methods and tear-down methods hope to remove is better avoided by improving your interfaces. This can be done by providing better set-up methods for your objects and using idioms such as {Resource Acquisition Is Initialization}¹ for guaranteed clean-up, test or no test. By not using setup and tear-down methods we keep everything pertinent to a test in the test itself, thus improving test isolation. (You also won’t {slow down your tests}² by keeping unnecessary state.) Most unit test frameworks also allow you to create arbitrary test helper methods. Lookout doesn’t. The same rationale as that that has been crystallized in the preceding paragraphs applies. If you need helpers you’re interface isn’t good enough. It really is as simple as that. To clarify: there’s nothing inherently wrong with test helper methods, but they should be general enough that they reside in their own library. The support for mocks in Lookout is provided through a set of test helper methods that make it easier to create mocks than it would have been without them. Lookout-rack³ is another example of a library providing test helper methods (well, one method, actually) that are very useful in testing web applications that use Rack⁴. A final point at which some unit test frameworks try to fragment tests further is documentation. These frameworks provide ways of describing the whats and hows of what’s being tested, the rationale being that this will provide documentation of both the test and the code being tested. Describing how a stack data structure is meant to work is a common example. A stack is, however, a rather simple data structure, so such a description provides little, if any, additional information that can’t be extracted from the implementation and its tests themselves. The implementation and its tests is, in fact, its own best documentation. Taking the points made in the previous paragraphs into account, we should already have simple, self-describing, interfaces that have easily understood tests associated with them. Rationales for the use of a given data structure or system-design design documentation is better suited in separate documentation focused at describing exactly those issues. ¹ Read the Wikipedia entry for Resource Acquisition Is Initialization at http://en.wikipedia.org/wiki/Resource_Acquisition_Is_Initialization ² Read how 37signals had problems with slow Test::Unit tests at http://37signals.com/svn/posts/2742-the-road-to-faster-tests/ ³ Visit the Lookout-rack home page at http://disu.se/software/lookout-rack/ ⁴ Visit the Rack Rubyforge project page at http://rack.rubyforge.org/ § Internal Design The internal design of Lookout has had a couple of goals. • As few external dependencies as possible • As few internal dependencies as possible • Internal extensibility provides external extensibility • As fast load times as possible • As high a ratio of value objects to mutable objects as possible • Each object must have a simple, obvious name • Use mix-ins, not inheritance for shared behavior • As few responsibilities per object as possible • Optimizing for speed can only be done when you have all the facts § External Dependencies Lookout used to depend on Mocha for mocks and stubs. While benchmarking I noticed that a method in Mocha was taking up more than 300 percent of the runtime. It turned out that Mocha’s method for cleaning up back-traces generated when a mock failed was doing something incredibly stupid: backtrace.reject{ |l| Regexp.new(@lib).match(File.expand_path(l)) } Here ‹@lib› is a ‹String› containing the path to the lib sub-directory in the Mocha installation directory. I reported it, provided a patch five days later, then waited. Nothing happened. {254 days later}¹, according to {Wolfram Alpha}², half of my patch was, apparently – I say “apparently”, as I received no notification – applied. By that time I had replaced the whole mocking-and-stubbing subsystem and dropped the dependency. Many Ruby developers claim that Ruby and its gems are too fast-moving for normal package-managing systems to keep up. This is testament to the fact that this isn’t the case and that the real problem is instead related to sloppy practices. Please note that I don’t want to single out the Mocha library nor its developers. I only want to provide an example where relying on external dependencies can be “considered harmful”. ¹ See the Wolfram Alpha calculation at http://www.wolframalpha.com/input/?i=days+between+march+17%2C+2010+and+november+26%2C+2010 ² Check out the Wolfram Alpha computational knowledge engine at http://www.wolframalpha.com/ § Internal Dependencies Lookout has been designed so as to keep each subsystem independent of any other. The diff subsystem is, for example, completely decoupled from any other part of the system as a whole and could be moved into its own library at a time where that would be of interest to anyone. What’s perhaps more interesting is that the diff subsystem is itself very modular. The data passes through a set of filters that depends on what kind of diff has been requested, each filter yielding modified data as it receives it. If you want to read some rather functional Ruby I can highly recommend looking at the code in the ‹lib/lookout/diff› directory. This lookout on the design of the library also makes it easy to extend Lookout. Lookout-rack was, for example, written in about four hours and about 5 of those 240 minutes were spent on setting up the interface between the two. § Optimizing For Speed The following paragraph is perhaps a bit personal, but might be interesting nonetheless. I’ve always worried about speed. The original Expectations library used ‹extend› a lot to add new behavior to objects. Expectations, for example, used to hold the result of their execution (what we now term “evaluation”) by being extended by a module representing success, failure, or error. For the longest time I used this same method, worrying about the increased performance cost that creating new objects for results would incur. I finally came to a point where I felt that the code was so simple and clean that rewriting this part of the code for a benchmark wouldn’t take more than perhaps ten minutes. Well, ten minutes later I had my results and they confirmed that creating new objects wasn’t harming performance. I was very pleased. § Naming I hate low lines (underscores). I try to avoid them in method names and I always avoid them in file names. Since the current “best practice” in the Ruby community is to put ‹BeginEndStorage› in a file called ‹begin_end_storage.rb›, I only name constants using a single noun. This has had the added benefit that classes seem to have acquired less behavior, as using a single noun doesn’t allow you to tack on additional behavior without questioning if it’s really appropriate to do so, given the rather limited range of interpretation for that noun. It also seems to encourage the creation of value objects, as something named ‹Range› feels a lot more like a value than ‹BeginEndStorage›. (To reach object-oriented-programming Nirvana you must achieve complete value.) § News § 3.0.0 The ‹xml› expectation has been dropped. It wasn’t documented, didn’t suit very many use cases, and can be better implemented by an external library. The ‹arg› argument matcher for mock method arguments has been removed, as it didn’t provide any benefit over using Object. The ‹#yield› and ‹#each› methods on stub and mock methods have been removed. They were slightly weird and their use case can be implemented using block parameters instead. The ‹stub› method inside ‹expect› blocks now stubs out the methods during the execution of a provided block instead of during the execution of the whole except block. When a mock method is called too many times, this is reported immediately, with a full backtrace. This makes it easier to pin down what’s wrong with the code. Query expectations were added. Explicit query expectations were added. Fluent boolean expectations, for example, ‹expect nil.to.be.nil?› have been replaced by query expectations (‹expect :nil? do nil end›) and explicit query expectations (‹expect result.to.be.nil? do nil end›). This was done to discourage creating objects as the expected value and creating objects that change during the course of the test. The ‹literal› expectation was added. Equality (‹#==›) is now checked before “caseity” (‹#===›) for modules, ranges, and regular expressions to match the documentation. § Financing Currently, most of my time is spent at my day job and in my rather busy private life. Please motivate me to spend time on this piece of software by donating some of your money to this project. Yeah, I realize that requesting money to develop software is a bit, well, capitalistic of me. But please realize that I live in a capitalistic society and I need money to have other people give me the things that I need to continue living under the rules of said society. So, if you feel that this piece of software has helped you out enough to warrant a reward, please PayPal a donation to now@disu.se¹. Thanks! Your support won’t go unnoticed! ¹ Send a donation: https://www.paypal.com/cgi-bin/webscr?cmd=_donations&business=now%40disu%2ese&item_name=Lookout § Reporting Bugs Please report any bugs that you encounter to the {issue tracker}¹. ¹ See https://github.com/now/lookout/issues § Contributors Contributors to the original expectations codebase are mentioned there. We hope no one on that list feels left out of this list. Please {let us know}¹ if you do. • Nikolai Weibull ¹ Add an issue to the Lookout issue tracker at https://github.com/now/lookout/issues § Licensing Lookout is free software: you may redistribute it and/or modify it under the terms of the {GNU Lesser General Public License, version 3}¹ or later², as published by the {Free Software Foundation}³. ¹ See http://disu.se/licenses/lgpl-3.0/ ² See http://gnu.org/licenses/ ³ See http://fsf.org/
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