microservices
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Microservices Architecture
微服务架构
Microservices is an architectural style that structures an application as a collection of small, independently deployable services, each owning its domain and data. Each service runs in its own process and communicates through lightweight mechanisms like HTTP/gRPC or async messaging. The style enables teams to develop, deploy, and scale services independently, reducing coupling and increasing resilience. It trades the simplicity of a monolith for the operational complexity of distributed systems - that trade-off must be made deliberately.
微服务是一种架构风格,将应用程序拆分为一组小型、可独立部署的服务,每个服务都拥有自己的领域和数据。每个服务在独立进程中运行,通过HTTP/gRPC或异步消息等轻量级机制进行通信。这种风格允许团队独立开发、部署和扩展服务,降低耦合度并提高弹性。它以单体应用的简单性换取分布式系统的运维复杂性——必须谨慎做出这种权衡。
When to Use This Skill
何时使用此技能
Trigger on these scenarios:
- Decomposing a monolith into services (strangler fig, domain extraction)
- Designing inter-service communication (sync vs async, REST vs gRPC vs events)
- Implementing distributed transaction patterns (saga, two-phase commit alternatives)
- Applying CQRS or event sourcing to a service or domain
- Designing an API gateway layer (routing, auth, rate limiting, aggregation)
- Setting up a service mesh (Istio, Linkerd, Consul Connect)
- Implementing resilience patterns (circuit breaker, bulkhead, retry, timeout)
- Defining service boundaries using Domain-Driven Design (bounded contexts)
Do NOT trigger for:
- Simple CRUD apps or early-stage products with a single team - a monolith is the right choice
- Tasks that are purely about infrastructure provisioning without architectural decisions
触发场景:
- 将单体应用拆分为服务(绞杀者模式、领域提取)
- 设计服务间通信(同步vs异步、REST vs gRPC vs事件)
- 实现分布式事务模式(Saga、两阶段提交替代方案)
- 为服务或领域应用CQRS或事件溯源
- 设计API网关层(路由、认证、限流、聚合)
- 搭建服务网格(Istio、Linkerd、Consul Connect)
- 实现弹性模式(断路器、舱壁、重试、超时)
- 使用领域驱动设计(限界上下文)定义服务边界
请勿触发场景:
- 简单CRUD应用或单团队的早期产品——单体应用是更合适的选择
- 纯粹的基础设施部署任务,不涉及架构决策
Key Principles
核心原则
- Single responsibility per service - Each service owns exactly one bounded context. If you need to join data across services in the database layer, your boundaries are wrong.
- Smart endpoints, dumb pipes - Business logic lives in services, not in the message broker or API gateway. Pipes carry data; they do not transform it.
- Design for failure - Every network call can fail. Services must handle partial failures gracefully using timeouts, retries with backoff, circuit breakers, and fallbacks.
- Decentralize data ownership - Each service owns its own database. No shared databases. Cross-service queries are done through APIs or events, never direct DB access.
- Automate everything - Microservices require CI/CD pipelines, automated testing, health checks, and observability from day one. Without automation, operational overhead becomes unmanageable.
- 每个服务单一职责 - 每个服务仅负责一个限界上下文。如果需要在数据库层跨服务关联数据,说明你的边界划分有误。
- 智能端点, dumb管道 - 业务逻辑存在于服务中,而非消息代理或API网关。管道仅负责传输数据,不进行转换。
- 为故障而设计 - 每个网络调用都可能失败。服务必须通过超时、退避重试、断路器和回退机制优雅地处理部分故障。
- 分散数据所有权 - 每个服务拥有自己的数据库,禁止共享数据库。跨服务查询必须通过API或事件完成,绝不允许直接访问数据库。
- 自动化一切 - 微服务从一开始就需要CI/CD流水线、自动化测试、健康检查和可观测性。没有自动化,运维开销将变得难以管理。
Core Concepts
核心概念
Service Boundaries
服务边界
Define boundaries using Domain-Driven Design bounded contexts. A bounded context is a logical boundary within which a domain model is consistent. Map organizational structure (Conway's Law) to service boundaries. Services should be loosely coupled (change one without changing others) and highly cohesive (related behavior stays together).
使用领域驱动设计的限界上下文定义边界。限界上下文是一个逻辑边界,其中领域模型保持一致。将组织结构(康威定律)映射到服务边界。服务应保持松耦合(修改一个服务无需修改其他服务)和高内聚(相关行为集中在一起)。
Communication Patterns
通信模式
| Style | Protocol | Use When |
|---|---|---|
| Synchronous | REST, gRPC | Immediate response needed, simple request-response |
| Asynchronous | Kafka, RabbitMQ, SQS | Decoupling, fan-out, event-driven workflows |
| Streaming | gRPC streams, SSE | Real-time data, large payloads, subscriptions |
Prefer async for cross-domain operations. Use sync only when the caller truly cannot proceed without the response.
| 风格 | 协议 | 适用场景 |
|---|---|---|
| 同步 | REST, gRPC | 需要即时响应、简单请求-响应场景 |
| 异步 | Kafka, RabbitMQ, SQS | 解耦生产者与消费者、扇出、事件驱动工作流 |
| 流式 | gRPC streams, SSE | 实时数据、大负载、订阅场景 |
跨领域操作优先选择异步方式。仅当调用方确实无法在无响应情况下继续处理时,才使用同步方式。
Data Consistency
数据一致性
Distributed systems cannot guarantee both consistency and availability simultaneously (CAP theorem). Embrace eventual consistency for cross-service data. Use the saga pattern for distributed transactions. Never use two-phase commit across service boundaries - it creates tight coupling and is a single point of failure.
分布式系统无法同时保证一致性和可用性(CAP定理)。跨服务数据应接受最终一致性。使用Saga模式处理分布式事务。绝不在服务边界间使用两阶段提交——这会导致紧耦合,并成为单点故障。
Service Discovery
服务发现
Services find each other through a registry (Consul, Eureka) or via DNS with Kubernetes. Client-side discovery puts load-balancing logic in the client. Server-side discovery delegates to a load balancer. In Kubernetes, use DNS-based discovery with Services objects.
服务通过注册中心(Consul、Eureka)或Kubernetes的DNS相互发现。客户端发现将负载均衡逻辑放在客户端,服务端发现则委托给负载均衡器。在Kubernetes中,使用基于DNS的Service对象发现机制。
Observability
可观测性
The three pillars: logs (structured JSON, correlation IDs), metrics (RED: Rate, Errors, Duration), traces (distributed tracing with OpenTelemetry). Every service must emit all three from day one. Correlation IDs must propagate across all service calls.
三大支柱:日志(结构化JSON、关联ID)、指标(RED:请求率、错误率、持续时间)、链路追踪(使用OpenTelemetry的分布式追踪)。每个服务从一开始就必须生成这三类数据,且关联ID必须在所有服务调用中传递。
Common Tasks
常见任务
Decompose a Monolith
拆分单体应用
Use the strangler fig pattern: incrementally extract functionality without a big-bang rewrite.
- Identify bounded contexts in the monolith using event storming or domain modeling
- Stand up an API gateway in front of the monolith
- Extract the least-coupled domain first as a new service
- Route traffic for that domain through the gateway to the new service
- Repeat domain by domain, shrinking the monolith over time
- Decommission the monolith when empty
Key rule: never split by technical layer (all controllers, all DAOs). Split by business capability.
使用绞杀者模式:逐步提取功能,避免一次性重写。
- 使用事件风暴或领域建模识别单体应用中的限界上下文
- 在单体应用前搭建API网关
- 首先提取耦合度最低的领域作为新服务
- 通过网关将该领域的流量路由到新服务
- 重复此过程,逐步缩小单体应用的范围
- 当单体应用为空时,将其下线
关键规则:绝不要按技术层拆分(如所有控制器、所有DAO),应按业务能力拆分。
Implement Saga Pattern
实现Saga模式
Use sagas to manage distributed transactions without two-phase commit. Two variants:
Choreography saga (event-driven, no central coordinator):
- Each service listens for domain events and emits its own events
- Compensating transactions roll back on failure
- Good for simple flows; hard to trace complex ones
Orchestration saga (central coordinator drives the flow):
- A saga orchestrator sends commands to each participant and tracks state
- On failure, the orchestrator issues compensating commands in reverse order
- Prefer for complex multi-step flows - easier to reason about and observe
Compensating transactions must be idempotent. Design them upfront, not as an afterthought.
使用Saga在不使用两阶段提交的情况下管理分布式事务,分为两种变体:
编排式Saga(事件驱动,无中央协调器):
- 每个服务监听领域事件并发出自己的事件
- 补偿事务在失败时回滚
- 适用于简单流程;复杂流程难以追踪
** choreography式Saga**(中央协调器驱动流程):
- Saga编排器向每个参与者发送命令并跟踪状态
- 失败时,编排器按相反顺序发出补偿命令
- 优先用于复杂的多步骤流程——更易于推理和观测
补偿事务必须是幂等的,需提前设计,而非事后补救。
Design API Gateway
设计API网关
The API gateway is the single entry point for external clients. Responsibilities:
- Routing - map external URLs to internal service endpoints
- Auth/AuthZ - validate JWTs or API keys before forwarding
- Rate limiting - protect services from abuse
- Request aggregation - combine multiple service calls into one response (BFF pattern)
- Protocol translation - REST externally, gRPC internally
Do NOT put business logic in the gateway. Keep it thin. Use the Backend for Frontend (BFF) pattern when different clients (mobile, web) need different response shapes.
API网关是外部客户端的单一入口点,职责包括:
- 路由 - 将外部URL映射到内部服务端点
- 认证/授权 - 转发请求前验证JWT或API密钥
- 限流 - 保护服务免受滥用
- 请求聚合 - 将多个服务调用合并为一个响应(BFF模式)
- 协议转换 - 外部使用REST,内部使用gRPC
不要在网关中放置业务逻辑,保持网关轻量化。当不同客户端(移动端、Web端)需要不同响应格式时,使用Backend for Frontend (BFF)模式。
Implement Circuit Breaker
实现断路器
The circuit breaker pattern prevents cascading failures when a downstream service is unhealthy.
States: Closed (requests flow normally) -> Open (fast-fail, no requests sent) -> Half-Open (probe with limited requests).
Implementation checklist:
- Set a failure threshold (e.g., 50% error rate over 10 requests)
- Set a timeout for the open state before transitioning to half-open
- Log all state transitions as events
- Expose circuit state in health endpoints
- Pair with a fallback (cached response, default value, or degraded mode)
Libraries: Resilience4j (Java), Polly (.NET), opossum (Node.js), (Go).
circuitbreaker断路器模式可防止下游服务不健康时出现级联故障。
状态:关闭(请求正常流转)-> 打开(快速失败,不发送请求)-> 半开(发送有限请求进行探测)。
实现清单:
- 设置失败阈值(例如,10次请求中错误率达50%)
- 设置打开状态的超时时间,超时后转换为半开状态
- 将所有状态转换记录为事件
- 在健康端点暴露断路器状态
- 搭配回退机制(缓存响应、默认值或降级模式)
库:Resilience4j(Java)、Polly(.NET)、opossum(Node.js)、(Go)。
circuitbreakerChoose Communication Pattern
选择通信模式
| Decision | Recommendation |
|---|---|
| Need immediate response | REST or gRPC (sync) |
| Decoupling producer from consumer | Async messaging (Kafka, SQS) |
| High-throughput, ordered events | Kafka |
| Simple task queuing | RabbitMQ or SQS |
| Internal service-to-service (low latency) | gRPC (contract-first, strongly typed) |
| Public-facing API | REST (broad tooling, human readable) |
| Fan-out to multiple consumers | Pub/sub (Kafka topics, SNS) |
Never mix sync and async in a way that hides latency - if you call an async system synchronously (poll or long-poll), make that explicit.
| 决策 | 推荐方案 |
|---|---|
| 需要即时响应 | REST或gRPC(同步) |
| 解耦生产者与消费者 | 异步消息(Kafka、SQS) |
| 高吞吐量、有序事件 | Kafka |
| 简单任务队列 | RabbitMQ或SQS |
| 内部服务间通信(低延迟) | gRPC(契约优先、强类型) |
| 面向公众的API | REST(工具生态丰富、人类可读) |
| 扇出到多个消费者 | 发布/订阅(Kafka主题、SNS) |
绝不要以隐藏延迟的方式混合同步和异步——如果同步调用异步系统(轮询或长轮询),必须明确这一点。
Implement CQRS
实现CQRS
Command Query Responsibility Segregation separates read and write models.
- Write side: accepts commands, validates invariants, persists to write store, emits domain events
- Read side: subscribes to domain events, builds denormalized read models optimized for queries
Steps to implement:
- Separate command handlers from query handlers at the code level first (logical CQRS)
- Introduce separate read and write datastores when read/write performance profiles diverge
- Populate the read store by consuming domain events from the write side
- Accept that read models are eventually consistent with the write store
CQRS is often paired with event sourcing (storing events as the source of truth) but does not require it.
命令查询职责分离(CQRS)将读模型和写模型分离。
- 写侧:接收命令、验证不变量、持久化到写存储、发出领域事件
- 读侧:订阅领域事件,构建针对查询优化的非规范化读模型
实现步骤:
- 首先在代码层面分离命令处理器和查询处理器(逻辑CQRS)
- 当读/写性能特征出现差异时,引入独立的读/写数据存储
- 通过消费写侧的领域事件填充读存储
- 接受读模型与写模型最终一致的事实
CQRS常与事件溯源(将事件作为事实来源)搭配使用,但并非必须。
Design Service Mesh
设计服务网格
A service mesh handles cross-cutting concerns (mTLS, retries, observability) at the infrastructure layer via sidecar proxies, removing them from application code.
Components:
- Data plane: sidecar proxies (Envoy) intercept all traffic
- Control plane: configures proxies (Istio Pilot, Linkerd control plane)
Capabilities to configure:
- mTLS between all services (zero-trust networking)
- Distributed tracing via header propagation
- Traffic shaping (canary deployments, A/B testing)
- Retry and timeout policies at the mesh level
Only adopt a service mesh when you have 10+ services and the cross-cutting concerns cannot be handled consistently at the application layer.
服务网格通过Sidecar代理在基础设施层处理横切关注点(mTLS、重试、可观测性),无需修改应用代码。
组件:
- 数据平面:Sidecar代理(Envoy)拦截所有流量
- 控制平面:配置代理(Istio Pilot、Linkerd控制平面)
可配置的能力:
- 所有服务间的mTLS(零信任网络)
- 通过头传递实现分布式追踪
- 流量整形(金丝雀发布、A/B测试)
- 网格层面的重试和超时策略
仅当你拥有10个以上服务,且横切关注点无法在应用层一致处理时,才考虑采用服务网格。
Anti-patterns / Common Mistakes
反模式/常见错误
| Anti-pattern | Problem | Fix |
|---|---|---|
| Shared database | Tight coupling, eliminates independent deployability | Each service owns its own schema |
| Distributed monolith | Services are fine-grained but tightly coupled via sync chains | Redesign boundaries, introduce async communication |
| Chatty services | Too many small sync calls per request, high latency | Coarsen service boundaries or use async aggregation |
| Skipping observability | Cannot debug failures in distributed system | Instrument with logs, metrics, traces before going to production |
| Big-bang migration | Rewriting the entire monolith at once | Use strangler fig - migrate incrementally |
| No idempotency | Retries cause duplicate side effects | Design all endpoints and consumers to be idempotent |
| 反模式 | 问题 | 修复方案 |
|---|---|---|
| 共享数据库 | 紧耦合,消除了独立部署能力 | 每个服务拥有自己的数据库 schema |
| 分布式单体 | 服务粒度细但通过同步调用链紧耦合 | 重新设计边界,引入异步通信 |
| 服务间通信频繁 | 每个请求包含过多小型同步调用,延迟高 | 粗化服务边界或使用异步聚合 |
| 忽略可观测性 | 无法调试分布式系统中的故障 | 上线前先接入日志、指标和链路追踪 |
| 一次性迁移 | 一次性重写整个单体应用 | 使用绞杀者模式——逐步迁移 |
| 非幂等设计 | 重试导致重复副作用 | 将所有端点和消费者设计为幂等的 |
Gotchas
注意事项
-
Choreography sagas are deceptively hard to debug at scale - In a choreography saga, each service reacts to events independently. There is no central coordinator to query for "what step are we on?" When a saga fails mid-way, tracing which compensating transactions ran and which did not requires correlating events across multiple services' logs by correlation ID. Prefer orchestration sagas for flows with more than 3-4 participants, and invest in distributed tracing from day one.
-
The strangler fig pattern stalls without an API gateway - Teams try to route traffic to the new service by updating clients directly. This requires coordinated deployment of every client and the new service simultaneously, defeating the incremental migration goal. An API gateway (or reverse proxy) that owns routing is mandatory for strangler fig to work; the gateway lets you shift traffic without touching clients.
-
Event-driven eventual consistency surprises users when reads lag behind writes - A user submits a form, the command is processed and an event emitted, but when they immediately reload the page the read model hasn't updated yet. This is expected in CQRS with async projection but is not acceptable UX without mitigation. Use optimistic UI updates on the client side, or add a short read-your-own-writes guarantee for the creating user's session.
-
Circuit breakers need per-dependency instances, not a single global one - A single circuit breaker protecting all downstream calls means one slow service opens the breaker and blocks all outbound calls. Instantiate separate circuit breakers per downstream dependency so a failure in Service B does not degrade calls to Service C.
-
Shared library updates become de-facto distributed deployments - Putting business logic or domain types in a shared library that all services depend on means updating that library forces a coordinated upgrade across all services. This reintroduces the coupling microservices were meant to remove. Keep shared libraries limited to infrastructure concerns (logging, tracing, auth middleware) and keep domain logic strictly inside the owning service.
-
编排式Saga在规模扩大后调试难度远超预期 - 在编排式Saga中,每个服务独立响应事件,没有中央协调器可查询“当前处于哪个步骤?”。当Saga中途失败时,需要通过关联ID在多个服务的日志中关联事件,以追踪哪些补偿事务已执行、哪些未执行。对于包含3-4个以上参与者的流程,优先选择 choreography式Saga,并从一开始就投入分布式追踪。
-
没有API网关,绞杀者模式会停滞不前 - 团队尝试通过直接更新客户端来将流量路由到新服务,这需要同时协调部署所有客户端和新服务,违背了逐步迁移的目标。绞杀者模式必须依赖API网关(或反向代理)来管理路由;网关允许你在不修改客户端的情况下切换流量。
-
事件驱动的最终一致性会让用户意外发现读操作滞后于写操作 - 用户提交表单后,命令被处理并发出事件,但立即刷新页面时读模型尚未更新。这是CQRS异步投影中的正常现象,但如果不进行缓解,用户体验将无法接受。可在客户端使用乐观UI更新,或为创建用户的会话添加短期的“读自己写”保证。
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断路器需要按依赖实例化,而非全局单一实例 - 单个断路器保护所有下游调用意味着,一个慢服务会触发断路器打开,阻塞所有 outbound 调用。应为每个下游依赖实例化独立的断路器,这样服务B的故障不会影响对服务C的调用。
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共享库更新演变为事实上的分布式部署 - 将业务逻辑或领域类型放入所有服务依赖的共享库中,意味着更新该库需要协调所有服务升级,重新引入了微服务本应消除的耦合。共享库应仅限于基础设施相关内容(日志、追踪、认证中间件),领域逻辑必须严格保留在所属服务内部。
References
参考资料
- - Detailed coverage of saga, CQRS, event sourcing, circuit breaker, bulkhead, sidecar, ambassador, strangler fig
references/patterns.md - Building Microservices - Sam Newman
- Microservices Patterns - Chris Richardson
- microservices.io - Pattern catalog with diagrams
- Martin Fowler - Microservices
- CAP Theorem
- Domain-Driven Design - Eric Evans
- - 详细介绍Saga、CQRS、事件溯源、断路器、舱壁、Sidecar、大使、绞杀者模式
references/patterns.md - Building Microservices - Sam Newman
- Microservices Patterns - Chris Richardson
- microservices.io - 带图表的模式目录
- Martin Fowler - Microservices
- CAP Theorem
- Domain-Driven Design - Eric Evans
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配套技能检查
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