microservices-patterns

# Microservices Patterns

Master microservices architecture patterns including service boundaries, inter-service communication, data management, and resilience patterns for building distributed systems.

## When to Use This Skill

- Decomposing monoliths into microservices
- Designing service boundaries and contracts
- Implementing inter-service communication
- Managing distributed data and transactions
- Building resilient distributed systems
- Implementing service discovery and load balancing
- Designing event-driven architectures

## Core Concepts

### 1. Service Decomposition Strategies

**By Business Capability**
- Organize services around business functions
- Each service owns its domain
- Example: OrderService, PaymentService, InventoryService

**By Subdomain (DDD)**
- Core domain, supporting subdomains
- Bounded contexts map to services
- Clear ownership and responsibility

**Strangler Fig Pattern**
- Gradually extract from monolith
- New functionality as microservices
- Proxy routes to old/new systems

### 2. Communication Patterns

**Synchronous (Request/Response)**
- REST APIs
- gRPC
- GraphQL

**Asynchronous (Events/Messages)**
- Event streaming (Kafka)
- Message queues (RabbitMQ, SQS)
- Pub/Sub patterns

### 3. Data Management

**Database Per Service**
- Each service owns its data
- No shared databases
- Loose coupling

**Saga Pattern**
- Distributed transactions
- Compensating actions
- Eventual consistency

### 4. Resilience Patterns

**Circuit Breaker**
- Fail fast on repeated errors
- Prevent cascade failures

**Retry with Backoff**
- Transient fault handling
- Exponential backoff

**Bulkhead**
- Isolate resources
- Limit impact of failures

## Service Decomposition Patterns

### Pattern 1: By Business Capability

```python
# E-commerce example

# Order Service
class OrderService:
    """Handles order lifecycle."""

    async def create_order(self, order_data: dict) -> Order:
        order = Order.create(order_data)

        # Publish event for other services
        await self.event_bus.publish(
            OrderCreatedEvent(
                order_id=order.id,
                customer_id=order.customer_id,
                items=order.items,
                total=order.total
            )
        )

        return order

# Payment Service (separate service)
class PaymentService:
    """Handles payment processing."""

    async def process_payment(self, payment_request: PaymentRequest) -> PaymentResult:
        # Process payment
        result = await self.payment_gateway.charge(
            amount=payment_request.amount,
            customer=payment_request.customer_id
        )

        if result.success:
            await self.event_bus.publish(
                PaymentCompletedEvent(
                    order_id=payment_request.order_id,
                    transaction_id=result.transaction_id
                )
            )

        return result

# Inventory Service (separate service)
class InventoryService:
    """Handles inventory management."""

    async def reserve_items(self, order_id: str, items: List[OrderItem]) -> ReservationResult:
        # Check availability
        for item in items:
            available = await self.inventory_repo.get_available(item.product_id)
            if available < item.quantity:
                return ReservationResult(
                    success=False,
                    error=f"Insufficient inventory for {item.product_id}"
                )

        # Reserve items
        reservation = await self.create_reservation(order_id, items)

        await self.event_bus.publish(
            InventoryReservedEvent(
                order_id=order_id,
                reservation_id=reservation.id
            )
        )

        return ReservationResult(success=True, reservation=reservation)
```

### Pattern 2: API Gateway

```python
from fastapi import FastAPI, HTTPException, Depends
import httpx
from circuitbreaker import circuit

app = FastAPI()

class APIGateway:
    """Central entry point for all client requests."""

    def __init__(self):
        self.order_service_url = "http://order-service:8000"
        self.payment_service_url = "http://payment-service:8001"
        self.inventory_service_url = "http://inventory-service:8002"
        self.http_client = httpx.AsyncClient(timeout=5.0)

    @circuit(failure_threshold=5, recovery_timeout=30)
    async def call_order_service(self, path: str, method: str = "GET", **kwargs):
        """Call order service with circuit breaker."""
        response = await self.http_client.request(
            method,
            f"{self.order_service_url}{path}",
            **kwargs
        )
        response.raise_for_status()
        return response.json()

    async def create_order_aggregate(self, order_id: str) -> dict:
        """Aggregate data from multiple services."""
        # Parallel requests
        order, payment, inventory = await asyncio.gather(
            self.call_order_service(f"/orders/{order_id}"),
            self.call_payment_service(f"/payments/order/{order_id}"),
            self.call_inventory_service(f"/reservations/order/{order_id}"),
            return_exceptions=True
        )

        # Handle partial failures
        result = {"order": order}
        if not isinstance(payment, Exception):
            result["payment"] = payment
        if not isinstance(inventory, Exception):
            result["inventory"] = inventory

        return result

@app.post("/api/orders")
async def create_order(
    order_data: dict,
    gateway: APIGateway = Depends()
):
    """API Gateway endpoint."""
    try:
        # Route to order service
        order = await gateway.call_order_service(
            "/orders",
            method="POST",
            json=order_data
        )
        return {"order": order}
    except httpx.HTTPError as e:
        raise HTTPException(status_code=503, detail="Order service unavailable")
```

## Communication Patterns

### Pattern 1: Synchronous REST Communication

```python
# Service A calls Service B
import httpx
from tenacity import retry, stop_after_attempt, wait_exponential

class ServiceClient:
    """HTTP client with retries and timeout."""

    def __init__(self, base_url: str):
        self.base_url = base_url
        self.client = httpx.AsyncClient(
            timeout=httpx.Timeout(5.0, connect=2.0),
            limits=httpx.Limits(max_keepalive_connections=20)
        )

    @retry(
        stop=stop_after_attempt(3),
        wait=wait_exponential(multiplier=1, min=2, max=10)
    )
    async def get(self, path: str, **kwargs):
        """GET with automatic retries."""
        response = await self.client.get(f"{self.base_url}{path}", **kwargs)
        response.raise_for_status()
        return response.json()

    async def post(self, path: str, **kwargs):
        """POST request."""
        response = await self.client.post(f"{self.base_url}{path}", **kwargs)
        response.raise_for_status()
        return response.json()

# Usage
payment_client = ServiceClient("http://payment-service:8001")
result = await payment_client.post("/payments", json=payment_data)
```

### Pattern 2: Asynchronous Event-Driven

```python
# Event-driven communication with Kafka
from aiokafka import AIOKafkaProducer, AIOKafkaConsumer
import json
from dataclasses import dataclass, asdict
from datetime import datetime

@dataclass
class DomainEvent:
    event_id: str
    event_type: str
    aggregate_id: str
    occurred_at: datetime
    data: dict

class EventBus:
    """Event publishing and subscription."""

    def __init__(self, bootstrap_servers: List[str]):
        self.bootstrap_servers = bootstrap_servers
        self.producer = None

    async def start(self):
        self.producer = AIOKafkaProducer(
            bootstrap_servers=self.bootstrap_servers,
            value_serializer=lambda v: json.dumps(v).encode()
        )
        await self.producer.start()

    async def publish(self, event: DomainEvent):
        """Publish event to Kafka topic."""
        topic = event.event_type
        await self.producer.send_and_wait(
            topic,
            value=asdict(event),
            key=event.aggregate_id.encode()
        )

    async def subscribe(self, topic: str, handler: callable):
        """Subscribe to events."""
        consumer = AIOKafkaConsumer(
            topic,
            bootstrap_servers=self.bootstrap_servers,
            value_deserializer=lambda v: json.loads(v.decode()),
            group_id="my-service"
        )
        await consumer.start()

        try:
            async for message in consumer:
                event_data = message.value
                await handler(event_data)
        finally:
            await consumer.stop()

# Order Service publishes event
async def create_order(order_data: dict):
    order = await save_order(order_data)

    event = DomainEvent(
        event_id=str(uuid.uuid4()),
        event_type="OrderCreated",
        aggregate_id=order.id,
        occurred_at=datetime.now(),
        data={
            "order_id": order.id,
            "customer_id": order.customer_id,
            "total": order.total
        }
    )

    await event_bus.publish(event)

# Inventory Service listens for OrderCreated
async def handle_order_created(event_data: dict):
    """React to order creation."""
    order_id = event_data["data"]["order_id"]
    items = event_data["data"]["items"]

    # Reserve inventory
    await reserve_inventory(order_id, items)
```

### Pattern 3: Saga Pattern (Distributed Transactions)

```python
# Saga orchestration for order fulfillment
from enum import Enum
from typing import List, Callable

class SagaStep:
    """Single step in saga."""

    def __init__(
        self,
        name: str,
        action: Callable,
        compensation: Callable
    ):
        self.name = name
        self.action = action
        self.compensation = compensation

class SagaStatus(Enum):
    PENDING = "pending"
    COMPLETED = "completed"
    COMPENSATING = "compensating"
    FAILED = "failed"

class OrderFulfillmentSaga:
    """Orchestrated saga for order fulfillment."""

    def __init__(self):
        self.steps: List[SagaStep] = [
            SagaStep(
                "create_order",
                action=self.create_order,
                compensation=self.cancel_order
            ),
            SagaStep(
                "reserve_inventory",
                action=self.reserve_inventory,
                compensation=self.release_inventory
            ),
            SagaStep(
                "process_payment",
                action=self.process_payment,
                compensation=self.refund_payment
            ),
            SagaStep(
                "confirm_order",
                action=self.confirm_order,
                compensation=self.cancel_order_confirmation
            )
        ]

    async def execute(self, order_data: dict) -> SagaResult:
        """Execute saga steps."""
        completed_steps = []
        context = {"order_data": order_data}

        try:
            for step in self.steps:
                # Execute step
                result = await step.action(context)
                if not result.success:
                    # Compensate
                    await self.compensate(completed_steps, context)
                    return SagaResult(
                        status=SagaStatus.FAILED,
                        error=result.error
                    )

                completed_steps.append(step)
                context.update(result.data)

            return SagaResult(status=SagaStatus.COMPLETED, data=context)

        except Exception as e:
            # Compensate on error
            await self.compensate(completed_steps, context)
            return SagaResult(status=SagaStatus.FAILED, error=str(e))

    async def compensate(self, completed_steps: List[SagaStep], context: dict):
        """Execute compensating actions in reverse order."""
        for step in reversed(completed_steps):
            try:
                await step.compensation(context)
            except Exception as e:
                # Log compensation failure
                print(f"Compensation failed for {step.name}: {e}")

    # Step implementations
    async def create_order(self, context: dict) -> StepResult:
        order = await order_service.create(context["order_data"])
        return StepResult(success=True, data={"order_id": order.id})

    async def cancel_order(self, context: dict):
        await order_service.cancel(context["order_id"])

    async def reserve_inventory(self, context: dict) -> StepResult:
        result = await inventory_service.reserve(
            context["order_id"],
            context["order_data"]["items"]
        )
        return StepResult(
            success=result.success,
            data={"reservation_id": result.reservation_id}
        )

    async def release_inventory(self, context: dict):
        await inventory_service.release(context["reservation_id"])

    async def process_payment(self, context: dict) -> StepResult:
        result = await payment_service.charge(
            context["order_id"],
            context["order_data"]["total"]
        )
        return StepResult(
            success=result.success,
            data={"transaction_id": result.transaction_id},
            error=result.error
        )

    async def refund_payment(self, context: dict):
        await payment_service.refund(context["transaction_id"])
```

## Resilience Patterns

### Circuit Breaker Pattern

```python
from enum import Enum
from datetime import datetime, timedelta
from typing import Callable, Any

class CircuitState(Enum):
    CLOSED = "closed"  # Normal operation
    OPEN = "open"      # Failing, reject requests
    HALF_OPEN = "half_open"  # Testing if recovered

class CircuitBreaker:
    """Circuit breaker for service calls."""

    def __init__(
        self,
        failure_threshold: int = 5,
        recovery_timeout: int = 30,
        success_threshold: int = 2
    ):
        self.failure_threshold = failure_threshold
        self.recovery_timeout = recovery_timeout
        self.success_threshold = success_threshold

        self.failure_count = 0
        self.success_count = 0
        self.state = CircuitState.CLOSED
        self.opened_at = None

    async def call(self, func: Callable, *args, **kwargs) -> Any:
        """Execute function with circuit breaker."""

        if self.state == CircuitState.OPEN:
            if self._should_attempt_reset():
                self.state = CircuitState.HALF_OPEN
            else:
                raise CircuitBreakerOpenError("Circuit breaker is open")

        try:
            result = await func(*args, **kwargs)
            self._on_success()
            return result

        except Exception as e:
            self._on_failure()
            raise

    def _on_success(self):
        """Handle successful call."""
        self.failure_count = 0

        if self.state == CircuitState.HALF_OPEN:
            self.success_count += 1
            if self.success_count >= self.success_threshold:
                self.state = CircuitState.CLOSED
                self.success_count = 0

    def _on_failure(self):
        """Handle failed call."""
        self.failure_count += 1

        if self.failure_count >= self.failure_threshold:
            self.state = CircuitState.OPEN
            self.opened_at = datetime.now()

        if self.state == CircuitState.HALF_OPEN:
            self.state = CircuitState.OPEN
            self.opened_at = datetime.now()

    def _should_attempt_reset(self) -> bool:
        """Check if enough time passed to try again."""
        return (
            datetime.now() - self.opened_at
            > timedelta(seconds=self.recovery_timeout)
        )

# Usage
breaker = CircuitBreaker(failure_threshold=5, recovery_timeout=30)

async def call_payment_service(payment_data: dict):
    return await breaker.call(
        payment_client.process_payment,
        payment_data
    )
```

## Resources

- **references/service-decomposition-guide.md**: Breaking down monoliths
- **references/communication-patterns.md**: Sync vs async patterns
- **references/saga-implementation.md**: Distributed transactions
- **assets/circuit-breaker.py**: Production circuit breaker
- **assets/event-bus-template.py**: Kafka event bus implementation
- **assets/api-gateway-template.py**: Complete API gateway

## Best Practices

1. **Service Boundaries**: Align with business capabilities
2. **Database Per Service**: No shared databases
3. **API Contracts**: Versioned, backward compatible
4. **Async When Possible**: Events over direct calls
5. **Circuit Breakers**: Fail fast on service failures
6. **Distributed Tracing**: Track requests across services
7. **Service Registry**: Dynamic service discovery
8. **Health Checks**: Liveness and readiness probes

## Common Pitfalls

- **Distributed Monolith**: Tightly coupled services
- **Chatty Services**: Too many inter-service calls
- **Shared Databases**: Tight coupling through data
- **No Circuit Breakers**: Cascade failures
- **Synchronous Everything**: Tight coupling, poor resilience
- **Premature Microservices**: Starting with microservices
- **Ignoring Network Failures**: Assuming reliable network
- **No Compensation Logic**: Can't undo failed transactions