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Java Optional params good practice [duplicate]

Having been using Java 8 now for 6+ months or so, I'm pretty happy with the new API changes. One area I'm still not confident in is when to use Optional. I seem to swing between wanting to use it everywhere something may be null, and nowhere at all.
There seem to be a lot of situations when I could use it, and I'm never sure if it adds benefits (readability / null safety) or just causes additional overhead.
So, I have a few examples, and I'd be interested in the community's thoughts on whether Optional is beneficial.
1 - As a public method return type when the method could return null:
public Optional<Foo> findFoo(String id);
2 - As a method parameter when the param may be null:
public Foo doSomething(String id, Optional<Bar> barOptional);
3 - As an optional member of a bean:
public class Book {
private List<Pages> pages;
private Optional<Index> index;
}
4 - In Collections:
In general I don't think:
List<Optional<Foo>>
adds anything - especially since one can use filter() to remove null values etc, but are there any good uses for Optional in collections?
Any cases I've missed?

The main design goal of Optional is to provide a means for a function returning a value to indicate the absence of a return value. See this discussion. This allows the caller to continue a chain of fluent method calls.
This most closely matches use case #1 in the OP's question. Although, absence of a value is a more precise formulation than null since something like IntStream.findFirst could never return null.
For use case #2, passing an optional argument to a method, this could be made to work, but it's rather clumsy. Suppose you have a method that takes a string followed by an optional second string. Accepting an Optional as the second arg would result in code like this:
foo("bar", Optional.of("baz"));
foo("bar", Optional.empty());
Even accepting null is nicer:
foo("bar", "baz");
foo("bar", null);
Probably the best is to have an overloaded method that accepts a single string argument and provides a default for the second:
foo("bar", "baz");
foo("bar");
This does have limitations, but it's much nicer than either of the above.
Use cases #3 and #4, having an Optional in a class field or in a data structure, is considered a misuse of the API. First, it goes against the main design goal of Optional as stated at the top. Second, it doesn't add any value.
There are three ways to deal with the absence of a value in an Optional: to provide a substitute value, to call a function to provide a substitute value, or to throw an exception. If you're storing into a field, you'd do this at initialization or assignment time. If you're adding values into a list, as the OP mentioned, you have the additional choice of simply not adding the value, thereby "flattening" out absent values.
I'm sure somebody could come up with some contrived cases where they really want to store an Optional in a field or a collection, but in general, it is best to avoid doing this.

I'm late to the game but for what it's worth, I want to add my 2 Cents. They go against the design goal of Optional, which is well summarized by Stuart Marks's answer, but I'm still convinced of their validity (obviously).
Use Optional Everywhere
In General
I wrote an entire blog post about using Optional but it basically comes down to this:
design your classes to avoid optionality wherever feasibly possible
in all remaining cases, the default should be to use Optional instead of null
possibly make exceptions for:
local variables
return values and arguments to private methods
performance critical code blocks (no guesses, use a profiler)
The first two exceptions can reduce the perceived overhead of wrapping and unwrapping references in Optional. They are chosen such that a null can never legally pass a boundary from one instance into another.
Note that this will almost never allow Optionals in collections which is almost as bad as nulls. Just don't do it. ;)
Regarding your questions
Yes.
If overloading is no option, yes.
If other approaches (subclassing, decorating, ...) are no option, yes.
Please no!
Advantages
Doing this reduces the presence of nulls in your code base, although it does not eradicate them. But that is not even the main point. There are other important advantages:
Clarifies Intent
Using Optional clearly expresses that the variable is, well, optional. Any reader of your code or consumer of your API will be beaten over the head with the fact that there might be nothing there and that a check is necessary before accessing the value.
Removes Uncertainty
Without Optional the meaning of a null occurrence is unclear. It could be a legal representation of a state (see Map.get) or an implementation error like a missing or failed initialization.
This changes dramatically with the persistent use of Optional. Here, already the occurrence of null signifies the presence of a bug. (Because if the value were allowed to be missing, an Optional would have been used.) This makes debugging a null pointer exception much easier as the question of the meaning of this null is already answered.
More Null Checks
Now that nothing can be null anymore, this can be enforced everywhere. Whether with annotations, assertions or plain checks, you never have to think about whether this argument or that return type can be null. It can't!
Disadvantages
Of course, there is no silver bullet...
Performance
Wrapping values (especially primitives) into an extra instance can degrade performance. In tight loops this might become noticeable or even worse.
Note that the compiler might be able to circumvent the extra reference for short lived lifetimes of Optionals. In Java 10 value types might further reduce or remove the penalty.
Serialization
Optional is not serializable but a workaround is not overly complicated.
Invariance
Due to the invariance of generic types in Java, certain operations become cumbersome when the actual value type is pushed into a generic type argument. An example is given here (see "Parametric polymorphism").

Personally, I prefer to use IntelliJ's Code Inspection Tool to use #NotNull and #Nullable checks as these are largely compile time (can have some runtime checks) This has lower overhead in terms of code readability and runtime performance. It is not as rigorous as using Optional, however this lack of rigour should be backed by decent unit tests.
public #Nullable Foo findFoo(#NotNull String id);
public #NotNull Foo doSomething(#NotNull String id, #Nullable Bar barOptional);
public class Book {
private List<Pages> pages;
private #Nullable Index index;
}
List<#Nullable Foo> list = ..
This works with Java 5 and no need to wrap and unwrap values. (or create wrapper objects)

I think the Guava Optional and their wiki page puts it quite well:
Besides the increase in readability that comes from giving null a name, the biggest advantage of Optional is its idiot-proof-ness. It forces you to actively think about the absent case if you want your program to compile at all, since you have to actively unwrap the Optional and address that case. Null makes it disturbingly easy to simply forget things, and though FindBugs helps, we don't think it addresses the issue nearly as well.
This is especially relevant when you're returning values that may or may not be "present." You (and others) are far more likely to forget that other.method(a, b) could return a null value than you're likely to forget that a could be null when you're implementing other.method. Returning Optional makes it impossible for callers to forget that case, since they have to unwrap the object themselves for their code to compile.
-- (Source: Guava Wiki - Using and Avoiding null - What's the point?)
Optional adds some overhead, but I think its clear advantage is to make it explicit
that an object might be absent and it enforces that programmers handle the situation. It prevents that someone forgets the beloved != null check.
Taking the example of 2, I think it is far more explicit code to write:
if(soundcard.isPresent()){
System.out.println(soundcard.get());
}
than
if(soundcard != null){
System.out.println(soundcard);
}
For me, the Optional better captures the fact that there is no soundcard present.
My 2¢ about your points:
public Optional<Foo> findFoo(String id); - I am not sure about this. Maybe I would return a Result<Foo> which might be empty or contain a Foo. It is a similar concept, but not really an Optional.
public Foo doSomething(String id, Optional<Bar> barOptional); - I would prefer #Nullable and a findbugs check, as in Peter Lawrey's answer - see also this discussion.
Your book example - I am not sure if I would use the Optional internally, that might depend on the complexity. For the "API" of a book, I would use an Optional<Index> getIndex() to explicitly indicate that the book might not have an index.
I would not use it in collections, rather not allowing null values in collections
In general, I would try to minimize passing around nulls. (Once burnt...)
I think it is worth to find the appropriate abstractions and indicate to the fellow programmers what a certain return value actually represents.

From Oracle tutorial:
The purpose of Optional is not to replace every single null reference in your codebase but rather to help design better APIs in which—just by reading the signature of a method—users can tell whether to expect an optional value. In addition, Optional forces you to actively unwrap an Optional to deal with the absence of a value; as a result, you protect your code against unintended null pointer exceptions.

In java, just don't use them unless you are addicted to functional programming.
They have no place as method arguments (I promess someone one day will pass you a null optional, not just an optional that is empty).
They make sense for return values but they invite the client class to keep on stretching the behavior-building chain.
FP and chains have little place in an imperative language like java because it makes it very hard to debug, not just to read. When you step to the line, you can't know the state nor intent of the program; you have to step into to figure it out (into code that often isn't yours and many stack frames deep despite step filters) and you have to add lots of breakpoints down to make sure it can stop in the code/lambda you added, instead of simply walking the if/else/call trivial lines.
If you want functional programming, pick something else than java and hope you have the tools for debugging that.

1 - As a public method return type when the method could return null:
Here is a good article that shows usefulness of usecase #1. There this code
...
if (user != null) {
Address address = user.getAddress();
if (address != null) {
Country country = address.getCountry();
if (country != null) {
String isocode = country.getIsocode();
isocode = isocode.toUpperCase();
}
}
}
...
is transformed to this
String result = Optional.ofNullable(user)
.flatMap(User::getAddress)
.flatMap(Address::getCountry)
.map(Country::getIsocode)
.orElse("default");
by using Optional as a return value of respective getter methods.

Here is an interesting usage (I believe) for... Tests.
I intend to heavily test one of my projects and I therefore build assertions; only there are things I have to verify and others I don't.
I therefore build things to assert and use an assert to verify them, like this:
public final class NodeDescriptor<V>
{
private final Optional<String> label;
private final List<NodeDescriptor<V>> children;
private NodeDescriptor(final Builder<V> builder)
{
label = Optional.fromNullable(builder.label);
final ImmutableList.Builder<NodeDescriptor<V>> listBuilder
= ImmutableList.builder();
for (final Builder<V> element: builder.children)
listBuilder.add(element.build());
children = listBuilder.build();
}
public static <E> Builder<E> newBuilder()
{
return new Builder<E>();
}
public void verify(#Nonnull final Node<V> node)
{
final NodeAssert<V> nodeAssert = new NodeAssert<V>(node);
nodeAssert.hasLabel(label);
}
public static final class Builder<V>
{
private String label;
private final List<Builder<V>> children = Lists.newArrayList();
private Builder()
{
}
public Builder<V> withLabel(#Nonnull final String label)
{
this.label = Preconditions.checkNotNull(label);
return this;
}
public Builder<V> withChildNode(#Nonnull final Builder<V> child)
{
Preconditions.checkNotNull(child);
children.add(child);
return this;
}
public NodeDescriptor<V> build()
{
return new NodeDescriptor<V>(this);
}
}
}
In the NodeAssert class, I do this:
public final class NodeAssert<V>
extends AbstractAssert<NodeAssert<V>, Node<V>>
{
NodeAssert(final Node<V> actual)
{
super(Preconditions.checkNotNull(actual), NodeAssert.class);
}
private NodeAssert<V> hasLabel(final String label)
{
final String thisLabel = actual.getLabel();
assertThat(thisLabel).overridingErrorMessage(
"node's label is null! I didn't expect it to be"
).isNotNull();
assertThat(thisLabel).overridingErrorMessage(
"node's label is not what was expected!\n"
+ "Expected: '%s'\nActual : '%s'\n", label, thisLabel
).isEqualTo(label);
return this;
}
NodeAssert<V> hasLabel(#Nonnull final Optional<String> label)
{
return label.isPresent() ? hasLabel(label.get()) : this;
}
}
Which means the assert really only triggers if I want to check the label!

Optional class lets you avoid to use null and provide a better alternative:
This encourages the developer to make checks for presence in order to avoid uncaught NullPointerException's.
API becomes better documented because it's possible to see, where to expect the values which can be absent.
Optional provides convenient API for further work with the object:
isPresent(); get(); orElse(); orElseGet(); orElseThrow(); map(); filter(); flatmap().
In addition, many frameworks actively use this data type and return it from their API.

An Optional has similar semantics to an unmodifiable instance of the Iterator design pattern:
it might or might not refer to an object (as given by isPresent())
it can be dereferenced (using get()) if it does refer to an object
but it can not be advanced to the next position in the sequence (it has no next() method).
Therefore consider returning or passing an Optional in contexts where you might previously have considered using a Java Iterator.

Here are some of the methods that you can perform on an instance of Optional<T>:
map
flatMap
orElse
orElseThrow
ifPresentOrElse
get
Here are all the methods that you can perform on null:
(there are none)
This is really an apples to oranges comparison: Optional<T> is an actual instance of an object (unless it is null… but that would probably be a bug) while null is an aborted object. All you can do with null is check whether it is in fact null, or not. So if you like to use methods on objects, Optional<T> is for you; if you like to branch on special literals, null is for you.
null does not compose. You simply can’t compose a value which you can only branch on. But Optional<T> does compose.
You can, for instance, make arbitrary long chains of “apply this function if non-empty” by using map. Or you can effectively make an imperative block of code which consumes the optional if it is non-empty by using ifPresent. Or you can make an “if/else” by using ifPresentOrElse, which consumes the non-empty optional if it is non-empty or else executes some other code.
…And it is at this point that we run into the true limitations of the language in my opinion: for very imperative code you have to wrap them in lambdas and pass them to methods:
opt.ifPresentOrElse(
string -> { // if present...
// ...
}, () -> { // or else...
// ...
}
);
That might not be good enough for some people, style-wise.
It would be more seamless if Optional<T> was an algebraic data type that we could pattern match on (this is obviously pseudo-code:
match (opt) {
Present(str) => {
// ...
}
Empty =>{
// ...
}
}
But anyway, in summary: Optional<T> is a pretty robust empty-or-present object. null is just a sentinel value.
Subjectively disregarded reasons
There seems to be a few people who effectively argue that efficiency should determine whether one should use Optional<T> or branch on the null sentinel value. That seems a bit like making hard and fast rules on when to make objects rather than primitives in the general case. I think it’s a bit ridiculous to use that as the starting point for this discussion when you’re already working in a language where it’s idiomatic to make objects left-and-right, top to bottom, all the time (in my opinion).

I do not think that Optional is a general substitute for methods that potentially return null values.
The basic idea is: The absence of a value does not mean that it potentially is available in the future. It's a difference between findById(-1) and findById(67).
The main information of Optionals for the caller is that he may not count on the value given but it may be available at some time. Maybe it will disappear again and comes back later one more time. It's like an on/off switch. You have the "option" to switch the light on or off. But you have no option if you do not have a light to switch on.
So I find it too messy to introduce Optionals everywhere where previously null was potentially returned. I will still use null, but only in restricted areas like the root of a tree, lazy initialization and explicit find-methods.

Seems Optional is only useful if the type T in Optional is a primitive type like int, long, char, etc. For "real" classes, it does not make sense to me as you can use a null value anyway.
I think it was taken from here (or from another similar language concept).
Nullable<T>
In C# this Nullable<T> was introduced long ago to wrap value types.

1 - As a public method return type when the method could return null:
This is the intended use case for Optional, as seen in the JDK API docs:
Optional is primarily intended for use as a method return type where
there is a clear need to represent "no result," and where using null
is likely to cause errors.
Optional represents one of two states:
it has a value (isPresent returns true)
it doesn't have a value (isEmpty returns true)
So if you have a method that returns either something or nothing, this is the ideal use case for Optional.
Here's an example:
Optional<Guitarist> findByLastName(String lastName);
This method takes a parameter used to search for an entity in the database. It's possible that no such entity exists, so using an Optional return type is a good idea since it forces whoever is calling the method to consider the empty scenario. This reduces chances of a NullPointerException.
2 - As a method parameter when the param may be null:
Although technically possible, this is not the intended use case of Optional.
Let's consider your proposed method signature:
public Foo doSomething(String id, Optional<Bar> barOptional);
The main problem is that we could call doSomething where barOptional has one of 3 states:
an Optional with a value e.g. doSomething("123", Optional.of(new Bar())
an empty Optional e.g. doSomething("123", Optional.empty())
null e.g. doSomething("123", null)
These 3 states would need to be handled in the method implementation appropriately.
A better solution is to implement an overloaded method.
public Foo doSomething(String id);
public Foo doSomething(String id, Bar bar);
This makes it very clear to the consumer of the API which method to call, and null does not need to be passed.
3 - As an optional member of a bean:
Given your example Book class:
public class Book {
private List<Pages> pages;
private Optional<Index> index;
}
The Optional class variable suffers from the same issue as the Optional method parameter discussed above. It can have one of 3 states: present, empty, or null.
Other possible issues include:
serialization: if you implement Serializable and try to serialize an object of this class, you will encounter a java.io.NotSerializableException since Optional was not designed for this use case
transforming to JSON: when serializing to JSON an Optional field may get mapped in an undesirable way e.g. {"empty":false,"present":true}.
Although if you use the popular Jackson library, it does provide a solution to this problem.
Despite these issues, Oracle themselves published this blog post at the time of the Java 8 Optional release in 2014. It contains code examples using Optional for class variables.
public class Computer {
private Optional<Soundcard> soundcard;
public Optional<Soundcard> getSoundcard() { ... }
...
}
In the following years though, developers have found better alternatives such as implementing a getter method to create the Optional object.
public class Book {
private List<Pages> pages;
private Index index;
public Optional<Index> getIndex() {
return Optional.ofNullable(index);
}
}
Here we use the ofNullable method to return an Optional with a value if index is non-null, or otherwise an empty Optional.
4 - In Collections:
I agree that creating a List of Optional (e.g. List<Optional<Foo>>) doesn't add anything.
Instead, just don't include the item in the List if it's not present.

Should I use "then" or "flatMap" for control flow?

So, I'm trying to work with Webflux and I've got a scenario "check if an object exists; if so, do stuff, else - indicate error".
That can be written in reactor as:
public Mono<Void> handleObjectWithSomeId(Mono<IdType> id){
return id.
flatMap(repository::exists). //repository.exists returns Mono<Boolean>
flatMap(e -> e ? e : Mono.error(new DoesntExistException())).
then(
//can be replaced with just(someBusinessLogic())
Mono.fromCallable(this::someBusinessLogic)
);
}
or as:
public Mono<Void> handleObjectWithSomeId(Mono<IdType> id){
return id.
flatMap(repository::exists). //repository.exists returns Mono<Boolean>
flatMap(e -> e ? e : Mono.error(new DoesntExistException())).
map(e -> this.someBusinessLogic()));
}
Let's assume that return type of someBusinessLogic cannot be changed and it has to be simple void, not Mono<Void>.
In both cases if the object won't exist, appropriate Mono.error(...) will be produced.
While I understand that then and flatMap have different semantics, effectively I get the same result. Even though in second case I'm using flatMap against its meaning, I get to skip flatMap and fromCallable in favor of simple map with ignored argument (that seems more readable). My point is, both apporaches have advantages and disadvantages when it comes to readability and code quality.
So, here's a summary:
Using then
pros
is semantically correct
cons
in many cases (like above) requires wrapping in ad-hoc Mono/Flux
Using flatMap
pros
simplifies continued "happy scenario" code
cons
is semantically incorrect
What are other pros/cons of both approaches? What should I take under consideration when choosing an operator?
I've found this reactor issue that states that there is not real difference in speed.

TL, DR: If you care about the result of the previous computation, you can use map(), flatMap() or other map variant. Otherwise, if you just want the previous stream finished, use then().
You can see a detailed log of execution for yourself, by placing an .log() call in both methods:
public Mono<Void> handleObjectWithSomeId(Mono<IdType> id) {
return id.log()
.flatMap(...)
...;
}
Like all other operations in Project Reactor, the semantics for then() and flatMap() are already defined. The context mostly defines how these operators should work together to solve your problem.
Let's consider the context you provided in the question. What flatMap() does is, whenever it gets an event, it executes the mapping function asynchronously.
Since we have a Mono<> after the last flatMap() in the question, it will provide the result of previous single computation, which we ignore. Note that if we had a Flux<> instead, the computation would be done for every element.
On the other hand, then() doesn't care about the preceding sequence of events. It just cares about the completion event:
That's why, in your example it doesn't matter very much which one you use. However, in other contexts you might choose accordingly.
You might also find the Which operator do I need? section Project Reactor Reference helpful.

Is it a good idea to use mutable state in RxJava Func1 object given to flatMap?

Suppose that we need to transform a hot Observable in a way that we need to know all of its previously emitted items to be able to determine what to emit next. The solution which I find the most convenient is to pass an instance of a Func1 subclass, which has a global state (e.g. a map or list of previously emitted items) to flatMap. In each call, the Func1 instance would update its state and based on that, decide what to return.
However, I am worried about the "niceness" of this solution. As far as I know, RxJava does not go well with global and mutable state, which this solution seems to be in contrast with. On the other hand, I am sure that my Observable fulfills the Observable contract, so it seems to be at least a working solution, and event if it could be called concurrently, a synchronization would solve the problem.
Other possible solutions could be:
Creating an Operator. Mutable state in Operators is allowed, I guess. Anyways, I try to avoid custom operators, as they are more tricky.
Propagating the history of the Observable through scan (in a List or Map). I would either use the same object (List or Map) for every emitted item, which introduces a mutable object into the stream, or copy the entire object every time, which would waste a lot of performance.
Subscribe to the original Observable, modify some global state from the subscriber, and emit items on a Subject (the transformed Observable) using this global state. I thought about this because it seems to exit the scope of RxJava when it deals with the global state (and synchronization).
So the question is: Should I use the Func1 implementation with mutable state in flatMap for transforming items based on the history of previously emitted items (which works, btw), and if not, what alternatives should I use? In general, I am confused about the recommended way to handle a complex mutable state needed for the transformation of Observables.
I hope I have expressed my problem clearly. Otherwise, let me know and I will try to describe it with the help of some specific problems and code.

Flows with functions containing mutable state are generally not recommended as the mutable state could be potentially shared across multiple Subscribers to a particular Observable chain. Often though, most developers assemble Observables when needed and rarely ever reuse the same Observable. For example, a button click handler will create an Observable that, through composition, forks off two other Observables to get data from two different places asynchronously, and then subscribe to this thread-local Observable instance. A new button click will repeat the process with a fresh and independent Observable.
Here lies the solution to your stateful-function problem: make the existence of the stateful bits depend on the individual Subscribers subscribing: defer()
Observable<Integer> o = Observable.defer(() -> {
return Observable.range(1, 10)
.map(new Func1<Integer, Integer>() {
int sum;
#Override
public Integer call(Integer v) {
sum += v;
return sum;
}
});
});
o.subscribe(System.out::println);
o.subscribe(System.out::println);
Since the Func1 inner class will be created for each of the subscribe call, its sum field will be local to each individual consumer. Note also that sum is returned and auto-boxed into an immutable Integer which then can be freely read after in some other thread (think observeOn) as it is then completely detached of the sum field then on.

Mutable state and shared, mutable state often are required for useful work. The issue is how well we isolate the mutability from outside parties.
Creating an operator hides the mutability within the operator instance. The downside is that the state is private to the observable chain.
scan(), reduce() and fold() (if it existed) would be good candidates, but they have very limited implementations, export their state in non-obvious ways and are also limited to the observable chain they are attached to.
Subject or Relay objects provide useful cut-out points.
Going back to basics, using a privately accessible data structure in thread-safe ways is not a bad thing. If you are only concerned about the one observer chain, then either of options 1 or 3 will do the job readily.

Uses for Optional

Having been using Java 8 now for 6+ months or so, I'm pretty happy with the new API changes. One area I'm still not confident in is when to use Optional. I seem to swing between wanting to use it everywhere something may be null, and nowhere at all.
There seem to be a lot of situations when I could use it, and I'm never sure if it adds benefits (readability / null safety) or just causes additional overhead.
So, I have a few examples, and I'd be interested in the community's thoughts on whether Optional is beneficial.
1 - As a public method return type when the method could return null:
public Optional<Foo> findFoo(String id);
2 - As a method parameter when the param may be null:
public Foo doSomething(String id, Optional<Bar> barOptional);
3 - As an optional member of a bean:
public class Book {
private List<Pages> pages;
private Optional<Index> index;
}
4 - In Collections:
In general I don't think:
List<Optional<Foo>>
adds anything - especially since one can use filter() to remove null values etc, but are there any good uses for Optional in collections?
Any cases I've missed?

The main design goal of Optional is to provide a means for a function returning a value to indicate the absence of a return value. See this discussion. This allows the caller to continue a chain of fluent method calls.
This most closely matches use case #1 in the OP's question. Although, absence of a value is a more precise formulation than null since something like IntStream.findFirst could never return null.
For use case #2, passing an optional argument to a method, this could be made to work, but it's rather clumsy. Suppose you have a method that takes a string followed by an optional second string. Accepting an Optional as the second arg would result in code like this:
foo("bar", Optional.of("baz"));
foo("bar", Optional.empty());
Even accepting null is nicer:
foo("bar", "baz");
foo("bar", null);
Probably the best is to have an overloaded method that accepts a single string argument and provides a default for the second:
foo("bar", "baz");
foo("bar");
This does have limitations, but it's much nicer than either of the above.
Use cases #3 and #4, having an Optional in a class field or in a data structure, is considered a misuse of the API. First, it goes against the main design goal of Optional as stated at the top. Second, it doesn't add any value.
There are three ways to deal with the absence of a value in an Optional: to provide a substitute value, to call a function to provide a substitute value, or to throw an exception. If you're storing into a field, you'd do this at initialization or assignment time. If you're adding values into a list, as the OP mentioned, you have the additional choice of simply not adding the value, thereby "flattening" out absent values.
I'm sure somebody could come up with some contrived cases where they really want to store an Optional in a field or a collection, but in general, it is best to avoid doing this.

I'm late to the game but for what it's worth, I want to add my 2 Cents. They go against the design goal of Optional, which is well summarized by Stuart Marks's answer, but I'm still convinced of their validity (obviously).
Use Optional Everywhere
In General
I wrote an entire blog post about using Optional but it basically comes down to this:
design your classes to avoid optionality wherever feasibly possible
in all remaining cases, the default should be to use Optional instead of null
possibly make exceptions for:
local variables
return values and arguments to private methods
performance critical code blocks (no guesses, use a profiler)
The first two exceptions can reduce the perceived overhead of wrapping and unwrapping references in Optional. They are chosen such that a null can never legally pass a boundary from one instance into another.
Note that this will almost never allow Optionals in collections which is almost as bad as nulls. Just don't do it. ;)
Regarding your questions
Yes.
If overloading is no option, yes.
If other approaches (subclassing, decorating, ...) are no option, yes.
Please no!
Advantages
Doing this reduces the presence of nulls in your code base, although it does not eradicate them. But that is not even the main point. There are other important advantages:
Clarifies Intent
Using Optional clearly expresses that the variable is, well, optional. Any reader of your code or consumer of your API will be beaten over the head with the fact that there might be nothing there and that a check is necessary before accessing the value.
Removes Uncertainty
Without Optional the meaning of a null occurrence is unclear. It could be a legal representation of a state (see Map.get) or an implementation error like a missing or failed initialization.
This changes dramatically with the persistent use of Optional. Here, already the occurrence of null signifies the presence of a bug. (Because if the value were allowed to be missing, an Optional would have been used.) This makes debugging a null pointer exception much easier as the question of the meaning of this null is already answered.
More Null Checks
Now that nothing can be null anymore, this can be enforced everywhere. Whether with annotations, assertions or plain checks, you never have to think about whether this argument or that return type can be null. It can't!
Disadvantages
Of course, there is no silver bullet...
Performance
Wrapping values (especially primitives) into an extra instance can degrade performance. In tight loops this might become noticeable or even worse.
Note that the compiler might be able to circumvent the extra reference for short lived lifetimes of Optionals. In Java 10 value types might further reduce or remove the penalty.
Serialization
Optional is not serializable but a workaround is not overly complicated.
Invariance
Due to the invariance of generic types in Java, certain operations become cumbersome when the actual value type is pushed into a generic type argument. An example is given here (see "Parametric polymorphism").

Personally, I prefer to use IntelliJ's Code Inspection Tool to use #NotNull and #Nullable checks as these are largely compile time (can have some runtime checks) This has lower overhead in terms of code readability and runtime performance. It is not as rigorous as using Optional, however this lack of rigour should be backed by decent unit tests.
public #Nullable Foo findFoo(#NotNull String id);
public #NotNull Foo doSomething(#NotNull String id, #Nullable Bar barOptional);
public class Book {
private List<Pages> pages;
private #Nullable Index index;
}
List<#Nullable Foo> list = ..
This works with Java 5 and no need to wrap and unwrap values. (or create wrapper objects)

I think the Guava Optional and their wiki page puts it quite well:
Besides the increase in readability that comes from giving null a name, the biggest advantage of Optional is its idiot-proof-ness. It forces you to actively think about the absent case if you want your program to compile at all, since you have to actively unwrap the Optional and address that case. Null makes it disturbingly easy to simply forget things, and though FindBugs helps, we don't think it addresses the issue nearly as well.
This is especially relevant when you're returning values that may or may not be "present." You (and others) are far more likely to forget that other.method(a, b) could return a null value than you're likely to forget that a could be null when you're implementing other.method. Returning Optional makes it impossible for callers to forget that case, since they have to unwrap the object themselves for their code to compile.
-- (Source: Guava Wiki - Using and Avoiding null - What's the point?)
Optional adds some overhead, but I think its clear advantage is to make it explicit
that an object might be absent and it enforces that programmers handle the situation. It prevents that someone forgets the beloved != null check.
Taking the example of 2, I think it is far more explicit code to write:
if(soundcard.isPresent()){
System.out.println(soundcard.get());
}
than
if(soundcard != null){
System.out.println(soundcard);
}
For me, the Optional better captures the fact that there is no soundcard present.
My 2¢ about your points:
public Optional<Foo> findFoo(String id); - I am not sure about this. Maybe I would return a Result<Foo> which might be empty or contain a Foo. It is a similar concept, but not really an Optional.
public Foo doSomething(String id, Optional<Bar> barOptional); - I would prefer #Nullable and a findbugs check, as in Peter Lawrey's answer - see also this discussion.
Your book example - I am not sure if I would use the Optional internally, that might depend on the complexity. For the "API" of a book, I would use an Optional<Index> getIndex() to explicitly indicate that the book might not have an index.
I would not use it in collections, rather not allowing null values in collections
In general, I would try to minimize passing around nulls. (Once burnt...)
I think it is worth to find the appropriate abstractions and indicate to the fellow programmers what a certain return value actually represents.

From Oracle tutorial:
The purpose of Optional is not to replace every single null reference in your codebase but rather to help design better APIs in which—just by reading the signature of a method—users can tell whether to expect an optional value. In addition, Optional forces you to actively unwrap an Optional to deal with the absence of a value; as a result, you protect your code against unintended null pointer exceptions.

In java, just don't use them unless you are addicted to functional programming.
They have no place as method arguments (I promess someone one day will pass you a null optional, not just an optional that is empty).
They make sense for return values but they invite the client class to keep on stretching the behavior-building chain.
FP and chains have little place in an imperative language like java because it makes it very hard to debug, not just to read. When you step to the line, you can't know the state nor intent of the program; you have to step into to figure it out (into code that often isn't yours and many stack frames deep despite step filters) and you have to add lots of breakpoints down to make sure it can stop in the code/lambda you added, instead of simply walking the if/else/call trivial lines.
If you want functional programming, pick something else than java and hope you have the tools for debugging that.

1 - As a public method return type when the method could return null:
Here is a good article that shows usefulness of usecase #1. There this code
...
if (user != null) {
Address address = user.getAddress();
if (address != null) {
Country country = address.getCountry();
if (country != null) {
String isocode = country.getIsocode();
isocode = isocode.toUpperCase();
}
}
}
...
is transformed to this
String result = Optional.ofNullable(user)
.flatMap(User::getAddress)
.flatMap(Address::getCountry)
.map(Country::getIsocode)
.orElse("default");
by using Optional as a return value of respective getter methods.

Here is an interesting usage (I believe) for... Tests.
I intend to heavily test one of my projects and I therefore build assertions; only there are things I have to verify and others I don't.
I therefore build things to assert and use an assert to verify them, like this:
public final class NodeDescriptor<V>
{
private final Optional<String> label;
private final List<NodeDescriptor<V>> children;
private NodeDescriptor(final Builder<V> builder)
{
label = Optional.fromNullable(builder.label);
final ImmutableList.Builder<NodeDescriptor<V>> listBuilder
= ImmutableList.builder();
for (final Builder<V> element: builder.children)
listBuilder.add(element.build());
children = listBuilder.build();
}
public static <E> Builder<E> newBuilder()
{
return new Builder<E>();
}
public void verify(#Nonnull final Node<V> node)
{
final NodeAssert<V> nodeAssert = new NodeAssert<V>(node);
nodeAssert.hasLabel(label);
}
public static final class Builder<V>
{
private String label;
private final List<Builder<V>> children = Lists.newArrayList();
private Builder()
{
}
public Builder<V> withLabel(#Nonnull final String label)
{
this.label = Preconditions.checkNotNull(label);
return this;
}
public Builder<V> withChildNode(#Nonnull final Builder<V> child)
{
Preconditions.checkNotNull(child);
children.add(child);
return this;
}
public NodeDescriptor<V> build()
{
return new NodeDescriptor<V>(this);
}
}
}
In the NodeAssert class, I do this:
public final class NodeAssert<V>
extends AbstractAssert<NodeAssert<V>, Node<V>>
{
NodeAssert(final Node<V> actual)
{
super(Preconditions.checkNotNull(actual), NodeAssert.class);
}
private NodeAssert<V> hasLabel(final String label)
{
final String thisLabel = actual.getLabel();
assertThat(thisLabel).overridingErrorMessage(
"node's label is null! I didn't expect it to be"
).isNotNull();
assertThat(thisLabel).overridingErrorMessage(
"node's label is not what was expected!\n"
+ "Expected: '%s'\nActual : '%s'\n", label, thisLabel
).isEqualTo(label);
return this;
}
NodeAssert<V> hasLabel(#Nonnull final Optional<String> label)
{
return label.isPresent() ? hasLabel(label.get()) : this;
}
}
Which means the assert really only triggers if I want to check the label!

Optional class lets you avoid to use null and provide a better alternative:
This encourages the developer to make checks for presence in order to avoid uncaught NullPointerException's.
API becomes better documented because it's possible to see, where to expect the values which can be absent.
Optional provides convenient API for further work with the object:
isPresent(); get(); orElse(); orElseGet(); orElseThrow(); map(); filter(); flatmap().
In addition, many frameworks actively use this data type and return it from their API.

An Optional has similar semantics to an unmodifiable instance of the Iterator design pattern:
it might or might not refer to an object (as given by isPresent())
it can be dereferenced (using get()) if it does refer to an object
but it can not be advanced to the next position in the sequence (it has no next() method).
Therefore consider returning or passing an Optional in contexts where you might previously have considered using a Java Iterator.

Here are some of the methods that you can perform on an instance of Optional<T>:
map
flatMap
orElse
orElseThrow
ifPresentOrElse
get
Here are all the methods that you can perform on null:
(there are none)
This is really an apples to oranges comparison: Optional<T> is an actual instance of an object (unless it is null… but that would probably be a bug) while null is an aborted object. All you can do with null is check whether it is in fact null, or not. So if you like to use methods on objects, Optional<T> is for you; if you like to branch on special literals, null is for you.
null does not compose. You simply can’t compose a value which you can only branch on. But Optional<T> does compose.
You can, for instance, make arbitrary long chains of “apply this function if non-empty” by using map. Or you can effectively make an imperative block of code which consumes the optional if it is non-empty by using ifPresent. Or you can make an “if/else” by using ifPresentOrElse, which consumes the non-empty optional if it is non-empty or else executes some other code.
…And it is at this point that we run into the true limitations of the language in my opinion: for very imperative code you have to wrap them in lambdas and pass them to methods:
opt.ifPresentOrElse(
string -> { // if present...
// ...
}, () -> { // or else...
// ...
}
);
That might not be good enough for some people, style-wise.
It would be more seamless if Optional<T> was an algebraic data type that we could pattern match on (this is obviously pseudo-code:
match (opt) {
Present(str) => {
// ...
}
Empty =>{
// ...
}
}
But anyway, in summary: Optional<T> is a pretty robust empty-or-present object. null is just a sentinel value.
Subjectively disregarded reasons
There seems to be a few people who effectively argue that efficiency should determine whether one should use Optional<T> or branch on the null sentinel value. That seems a bit like making hard and fast rules on when to make objects rather than primitives in the general case. I think it’s a bit ridiculous to use that as the starting point for this discussion when you’re already working in a language where it’s idiomatic to make objects left-and-right, top to bottom, all the time (in my opinion).

I do not think that Optional is a general substitute for methods that potentially return null values.
The basic idea is: The absence of a value does not mean that it potentially is available in the future. It's a difference between findById(-1) and findById(67).
The main information of Optionals for the caller is that he may not count on the value given but it may be available at some time. Maybe it will disappear again and comes back later one more time. It's like an on/off switch. You have the "option" to switch the light on or off. But you have no option if you do not have a light to switch on.
So I find it too messy to introduce Optionals everywhere where previously null was potentially returned. I will still use null, but only in restricted areas like the root of a tree, lazy initialization and explicit find-methods.

Seems Optional is only useful if the type T in Optional is a primitive type like int, long, char, etc. For "real" classes, it does not make sense to me as you can use a null value anyway.
I think it was taken from here (or from another similar language concept).
Nullable<T>
In C# this Nullable<T> was introduced long ago to wrap value types.

1 - As a public method return type when the method could return null:
This is the intended use case for Optional, as seen in the JDK API docs:
Optional is primarily intended for use as a method return type where
there is a clear need to represent "no result," and where using null
is likely to cause errors.
Optional represents one of two states:
it has a value (isPresent returns true)
it doesn't have a value (isEmpty returns true)
So if you have a method that returns either something or nothing, this is the ideal use case for Optional.
Here's an example:
Optional<Guitarist> findByLastName(String lastName);
This method takes a parameter used to search for an entity in the database. It's possible that no such entity exists, so using an Optional return type is a good idea since it forces whoever is calling the method to consider the empty scenario. This reduces chances of a NullPointerException.
2 - As a method parameter when the param may be null:
Although technically possible, this is not the intended use case of Optional.
Let's consider your proposed method signature:
public Foo doSomething(String id, Optional<Bar> barOptional);
The main problem is that we could call doSomething where barOptional has one of 3 states:
an Optional with a value e.g. doSomething("123", Optional.of(new Bar())
an empty Optional e.g. doSomething("123", Optional.empty())
null e.g. doSomething("123", null)
These 3 states would need to be handled in the method implementation appropriately.
A better solution is to implement an overloaded method.
public Foo doSomething(String id);
public Foo doSomething(String id, Bar bar);
This makes it very clear to the consumer of the API which method to call, and null does not need to be passed.
3 - As an optional member of a bean:
Given your example Book class:
public class Book {
private List<Pages> pages;
private Optional<Index> index;
}
The Optional class variable suffers from the same issue as the Optional method parameter discussed above. It can have one of 3 states: present, empty, or null.
Other possible issues include:
serialization: if you implement Serializable and try to serialize an object of this class, you will encounter a java.io.NotSerializableException since Optional was not designed for this use case
transforming to JSON: when serializing to JSON an Optional field may get mapped in an undesirable way e.g. {"empty":false,"present":true}.
Although if you use the popular Jackson library, it does provide a solution to this problem.
Despite these issues, Oracle themselves published this blog post at the time of the Java 8 Optional release in 2014. It contains code examples using Optional for class variables.
public class Computer {
private Optional<Soundcard> soundcard;
public Optional<Soundcard> getSoundcard() { ... }
...
}
In the following years though, developers have found better alternatives such as implementing a getter method to create the Optional object.
public class Book {
private List<Pages> pages;
private Index index;
public Optional<Index> getIndex() {
return Optional.ofNullable(index);
}
}
Here we use the ofNullable method to return an Optional with a value if index is non-null, or otherwise an empty Optional.
4 - In Collections:
I agree that creating a List of Optional (e.g. List<Optional<Foo>>) doesn't add anything.
Instead, just don't include the item in the List if it's not present.

java - is initializing a temporary variable for simple getters better or not?

A very unimportant question about Java performance, but it made me wondering today.
Say I have simple getter:
public Object getSomething() {
return this.member;
}
Now, say I need the result of getSomething() twice (or more) in some function/algorithm. My question: is there any difference in either calling getSomething() twice (or more) or in declaring a temporary, local variable and use this variable from then on?
That is, either
public void algo() {
Object o = getSomething();
... use o ...
}
or
public void algo() {
... call getSomething() multiple times ...
}
I tend to mix both options, for no specific reason. I know it doesn't matter, but I am just wondering.
Thanks!

Technically, it's faster to not call the method multiple times, however this might not always be the case. The JVM might optimize the method calls to be inline and you won't see the difference at all. In any case, the difference is negligible.
However, it's probably safer to always use a getter. What if the value of the state changes between your calls? If you want to use a consistent version, then you can save the value from the first call. Otherwise, you probably want to always use the getter.
In any case, you shouldn't base this decision on performance because it's so negligible. I would pick one and stick with it consistently. I would recommend always going through your getters/setters.

Getters and setters are about encapsulation and abstraction. When you decide to invoke the getter multiple times, you are making assumptions about the inner workings of that class. For example that it does no expensive calculations, or that the value is not changed by other threads.
I'd argue that its better to call the getter once and store its result in a temporary variable, thus allowing you to freely refactor the implementing class.
As an anecdote, I was once bitten by a change where a getter returned an array, but the implementing class was changed from an array property to using a list and doing the conversion in the getter.

The compiler should optimize either one to be basically the same code.