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docs: Add a guide on how to document REST API endpoints.
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# Documenting REST API endpoints
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This document briefly explains how to document
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[Zulip's REST API endpoints](https://zulipchat.com/api/rest).
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Our API documentation files live under `templates/zerver/api/*`. To begin,
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we recommend copying over an existing doc file (`render-message.md` is a good
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example) and using it as a template. Make sure you link to your new Markdown
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file in `templates/zerver/help/rest-endpoints.md`, so that it can be displayed
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in the sidebar on the `/api` page.
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If you look at the documentation for existing endpoints (see a live example
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[here](https://zulipchat.com/api/render-message)), you'll notice that the
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documentation is roughly divided into three sections: **Usage examples**,
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**Arguments**, and **Response**. The rest of this guide describes how to write
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each of these sections.
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## Usage examples
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We display usage examples in three languages: Python, JavaScript and `curl`.
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For JavaScript and `curl` we simply recommend copying and pasting the examples
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directly into the Markdown file. JavaScript examples should conform to the
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coding style and structure of [Zulip's existing JavaScript examples][1].
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However, since Zulip's Python bindings are used most frequently, the process
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of adding Python examples for an endpoint is a bit more involved.
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[1]: https://github.com/zulip/zulip-js/tree/master/examples
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We recommend skimming `zerver/lib/api_test_helpers.py` before proceeding with the
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steps below.
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1. Add a function for the endpoint you'd like to document to
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`zerver/lib/api_test_helpers.py`. `render_message` is a good example to
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follow.
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1. Add the function to the `TEST_FUNCTIONS` dict.
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1. Make the desired API call inside the function. If our Python bindings don't
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have a dedicated method for a specific API call, you may either use
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`client.call_endpoint` or add a dedicated function to the
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[zulip PyPI package](https://github.com/zulip/python-zulip-api/tree/master/zulip).
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1. Capture the fixture returned by the API call and add it to
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`templates/zerver/api/fixtures.json`, where the key is the name of the Markdown
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file documenting the endpoint (without the `.md` extension), and the value is
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the fixture JSON object. Make sure that the JSON is formatted properly before
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you add it to `fixtures.json` (see [Formatting JSON](#formatting-json) for more
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info).
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1. In `zerver/lib/api_test_helpers.py`, use `test_against_fixture` to test the
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result of the API call against the fixture captured in the previous step. This
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should be done inside the function you added in step 1. Make sure you update the
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`test_*` functions at the end of `zerver/lib/api_test_helpers.py` apppropriately.
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1. Run `./tools/test-api` to make sure the tests pass.
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1. Now, inside the function, isolate the lines of code that call the API and could
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be displayed as a code example. Wrap the relevant lines in
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`# {code_example|start} ... relevant lines go here ... # {code_example|end}`
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comments. The lines inside these comments are what will be displayed as the
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code example on our `/api` page.
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1. You may now use the following Markdown directive to render the lines inside the
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`# {code_example|start}` and `# {code_example|end}` blocks in your Markdown file,
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like so:
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```
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{generate_code_example(python)|KEY_IN_TEST_FUNCTIONS|example}
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```
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`KEY_IN_TEST_FUNCTIONS` is the key in the `TEST_FUNCTIONS` dict (added in step 2)
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that points to your test function.
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This Markdown-based framework allows us to extract code examples from within tests,
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which makes sure that code examples never get out of date or fail, and if they do,
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`./tools/test-api` complains very loudly. To learn more about how this Markdown
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extension works, see `zerver/lib/bugdown/api_code_examples.py`.
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## Documenting arguments
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We have a separate Markdown extension to document the arguments that
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an API endpoint expects.
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Essentially, you document the arguments for a specific endpoint in
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`templates/zerver/api/arguments.json`, where the key is the name of the
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Markdown file documenting the endpoint, and the value is the JSON object
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describing the arguments.
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You can use the following Markdown directive to render the arguments'
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documentation as a neatly organized table:
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```
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{generate_api_arguments_table|arguments.json|KEY_IN_ARGUMENTS_FILE}
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```
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`KEY_IN_ARGUMENTS_FILE` refers to the key in `arguments.json`, usually
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the name of the Markdown file where it will be used. To learn more about
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how this Markdown extension works, see
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`zerver/lib/bugdown/api_arguments_table_generator.py`.
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The best way to find out what arguments an API endpoint takes is to
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find the corresponding URL pattern in `zprojects/urls.py` and examining
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the backend function that the URL pattern points to.
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## Displaying example payloads/responses
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If you've already followed the steps in the [Usage examples](#usage-examples)
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section, this part should be fairly trivial.
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You can use the following Markdown directive to render the fixtures stored
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in `templates/zerver/api/fixtures.json`:
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```
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{generate_code_example|KEY_IN_FIXTURES_FILE|fixture}
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```
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`KEY_IN_FIXTURES_FILE` refers to the key in `fixtures.json`, which is
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usually the name of the Markdown file (without the `.md` extension) where
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it will be used. You may add more fixtures to `fixtures.json`, if necessary.
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To learn more about how this Markdown extension works, see
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`zerver/lib/bugdown/api_code_examples.py`.
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## Formatting JSON
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A quick way to format JSON is to use the Python `json` module and use the command
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`json.dumps(json_dict, indent=4, sort_keys=True)`, where `json_dict` is the JSON
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object (which is a Python dict) to be formatted.
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You can also use <http://jsonformatter.curiousconcept.com/> to format the JSON
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fixtures.
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@ -11,3 +11,4 @@ Developer Tutorials
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reading-list
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screenshot-and-gif-software
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shell-tips
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documenting-api-endpoints
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