conda-store Backwards Compatibility Policy

Introduction

In software development, it is essential to strike a balance between progress and maintaining a stable environment for existing users. This policy guides how the conda-store project will handle changes to software and services, ensuring that they do not disrupt the workflows of current users, while still enabling innovation and forward progress.

Breaking versus non-breaking changes

Breaking code changes refer to modifications or updates made to software that have the potential to disrupt the functionality of existing applications, integrations, or systems. Breaking changes involve:

• removing existing functionality
• altering existing functionality
• adding new requirements such as making a previously optional parameter required.

These changes can lead to compatibility issues, causing frustration for end-users, higher maintenance costs, and even system downtime, thus undermining the trust and reputation of the software or service provider. Changes are only breaking if they impact users through the REST API, the Python API, or the Database.

In contrast, non-breaking changes can add functionality or reduce requirements such as making a previously required parameter optional. These changes allow software to evolve and grow without negatively impacting existing users.

TL;DR

conda-store users should be able to upgrade to newer versions without worrying about breaking existing integrations. Newer features will be available for users to adopt when needed, while all existing code should continue to work.

Specific implementation guidance

Database changes

Databases are one of the most critical areas to ensure there are no breaking changes. Databases hold the state for the application. Introducing breaking changes to the database can be destructive to data and prevent rolling back to earlier versions of conda-store. To maintain backwards compatibility we follow these principles:

• New columns or tables should be added instead of removing or altering existing ones.
• Columns and tables should not be renamed. Aliases should be used for poorly named existing columns or tables.

REST API endpoints

REST API endpoints are versioned on a per-endpoint basis. New endpoints will start at v1.

Non-breaking changes do not require a new version of an endpoint. For REST API endpoints, examples on non-breaking changes are:

• adding a parameter to the return value of an endpoint
• making a previously mandatory input optional.

These changes can be done without a new endpoint version.

However, changes such as:

• removing a parameter from the return value
• altering the meaning of a value
• making a formerly optional parameter mandatory

are breaking changes and require a new endpoint version.

When a new version of an endpoint is created, then all new features will be added to the new version.

Older versions of API endpoints are still considered supported and will receive bug fixes and security updates to their features but new features will not be backported to them.

Experimental changes

conda-store will expose experimental features within the experimental namespace.

For example, if a new version of the example.com/api/v1/user endpoint is being tested, but not yet considered stable, it can be made available at the example.com/api/experimental/user route. This allows conda-store contributors to test new changes and get community feedback without committing to supporting a new version of an API endpoint. Using the experimental namespace is not mandatory. However, deploying a versioned endpoint expresses a commitment to support that code going forward, so it is highly recommended that developers use the experimental namespace to test new endpoints and features before marking them as stable.

Experimental routes have no guarantees attached to them, they can be removed or changed at any time without warning. This allows testing features with users in real-world scenarios without needing to commit to support that feature as is.

Once endpoints are determined to be stable and functional, they will be moved into the existing latest version of the API endpoint for non-breaking changes or a new version for breaking changes.

Example HTTP routes

Versioned stable route

https://example.com/api/v1/user
https://example.com/api/v2/user

Explanation: This route has breaking changes between v1 and v2. Code written for the v1 endpoint will continue to function, but all new features will only be available in the v2 version of the endpoint. This empowers users to upgrade when they wish to rather than forcing them to do so.

Route that has never had breaking changes

https://example.com/api/v1/user

Explanation: This route has never had breaking changes introduced. Any code written against this endpoint will function regardless of when it was written.

New experimental route

https://example.com/api/experimental/user

Explanation: This is an experimental route. It can be changed or removed at any moment without prior notice. This route should be used to test new features and get community feedback.

Removing versions of API endpoints

Removal of an API endpoint is sometimes necessary. Deprecation notices and removals will always be documented in the conda-store release notes. Further, documentation should be updated to reflect these changes. This should include:

• version number of the release where the deprecation was introduced
• provide suggestions for alternatives (if possible)
• provide justification for the removal (such as a link to the issue or CVE that necessitated the removal).

In order to make these kind of breaking changes responsibly, follow the steps outlined below.

1. Deprecate the endpoint

In this stage, conda-store should not be introducing a breaking change. The deprecation step communicates to users that the endpoint is marked for removal and will be removed in a future release.

For vulnerabilities

In the case of a serious security vulnerability, conda-store may skip the deprecation step and remove the endpoint immediately.

Deprecations in the REST API follow the form outlined by the deprecation header RFC. To deprecate an endpoint add the following response headers to the endpoint

{
   "Deprecation": "True",
   "Sunset": <removal date, eg. "Mon, 16 Feb 2025 23:59:59 UTC" >
}

The "removal date" should be specified as a HTTP-Date.

Choosing a deprecation date

The Sunset date indicates the date after which conda-store will remove the functionality of this endpoint.

• Any time before this date, users should expect this endpoint to work
• Any time after this date, the endpoint may still be available (due to no release having gone out), but users should expect that this endpoint will be removed

Since the conda-store project users CalVer, the Sunset date should be set to at least 2 months from the release that the deprecation notice first appears in.

2. Remove the endpoint

Once we have reached the Sunset date from step (1), the API endpoint may be fully removed. At this stage, users should expect to recieve a 404 Not Found error for the endpoint.

Python API

Public Python modules, classes, functions, methods, and variables are considered public APIs and subject to the same considerations as REST API endpoints. Any object with a leading underscore is not considered to be public. This convention is used in the Python community to designate an object as private.

Private examples:

• _private_func_or_method
• _PrivateClass
• _PRIVATE_VAR.

Public examples:

• public_func_or_method
• PublicClass
• PUBLIC_VAR.

The highest-level entity determines the visibility level.

For example:

class _Private:
  # everything is private here even without underscores
  def this_is_also_private(self): pass

or

  def _foo():
    def inner():
    # inner is also private - no way to call it without calling _foo, which is
    # private.

important

Tests are never considered to be part of the public API. Any code within the tests/ directory is always considered to be private.

Developers are encouraged to make code private by default and only expose objects as public if there is an explicit need to do so. Keeping code private by default limits the public API that the conda-store project developers are committing to supporting.

Build keys

conda-store ships with several build key versions. The build key determines the location of environment builds and build artifacts. Build key versions marked as experimental can be changed at any time, see BuildKey and the FAQ for more information.

Deprecating Python APIs

Under exceptional circumstances such as a serious security vulnerability which can't be fixed without breaking changes, it may be necessary to deprecate, remove, or introduce breaking changes to objects in the public Python API. This should be avoided if possible.

If the desire is to prevent a developer from relying on a part of the Python API, adding a warning to the documentation along with a recommended alternative and a comment in the code should be used rather than a deprecation or removal.

  """
  This function is deprecated [reason/details], use [replacement] instead
  """

If part of the Python API must be deprecated or removed, a deprecation warning should be added for at least one release before the endpoint is removed. This requirement may be waived in the case of a serious security vulnerability.

The deprecation or removal should always be clearly communicated in release notes and documentation. This should include:

• version number of the release where this was deprecated
• provide suggestions for alternatives (if possible)
• provide a reason for the deprecation or removal (such as a link to a CVE or issue that necessitated the removal).

Types of objects

Modules

A breaking change for a module means that any element of the module's public API has a breaking change.

Classes

In a public class, a breaking change is one that changes or removes attributes or methods or alters their meanings. Rather than changing methods or attributes, new methods or attributes should be added if needed. For example, if you wanted to change a user id from an int to a uuid, a new attribute User.uuid should be added, and all new code should use User.uuid. Existing methods can use the new attribute or methods as well as long as that doesn't introduce breaking changes for the method.

Functions and methods

For a function or a method, breaking changes alter its signature or the meaning of the return value.

This means that the parameters (inputs) and return values (outputs) must be the same. Internal logic may be changed as long as it does not change return values. Extra care should be taken when making these changes however. Changing the way a return value is calculated may result in subtle changes which are not obvious. For example, rounding a decimal versus truncating it may return different results even though the function signature remains the same.

The function signature also includes whether the function is an async function. Changing this is a breaking change.

For example, if there is a function list_envs, which is synchronous, and it should be asynchronous, a new function called list_envs_async should be added and list_envs should be kept as a synchronous call.

Optional parameters may be added as long as they have a specified default value and additional fields may be added to return types if you are returning an object like a dict. These are considered non-breaking.

Variables and constants

Public variables should not have their type changed.

Public constants should not have their type or their value changed.

Configuration elements

Deprecated configuration elements will be marked with a deprecation note in the docs and the CLI --help-all output. For example: ... --CondaStoreServer.enable_registry (deprecated) enable the docker registry for conda-store Default: False ...