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Simple one-liner tests for common Rails functionality

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RSpec for Rails 6+

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Quick Overview

The thoughtbot/shoulda-matchers project is a Ruby gem that provides a set of RSpec matchers for testing common Rails functionality. It aims to make writing tests more concise and expressive, reducing the amount of boilerplate code required.

Pros

  • Expressive Syntax: The matchers provided by shoulda-matchers allow you to write more readable and expressive tests, making it easier to understand the intent of the test.
  • Reduced Boilerplate: By using the pre-built matchers, you can avoid writing a lot of repetitive setup and assertion code, saving time and improving code maintainability.
  • Comprehensive Coverage: The gem covers a wide range of Rails functionality, including models, controllers, routes, and more, making it a versatile tool for testing your application.
  • Active Development: The project is actively maintained by the thoughtbot team, with regular updates and bug fixes.

Cons

  • Dependency on RSpec: shoulda-matchers is designed to work specifically with the RSpec testing framework, which may not be the preferred choice for all developers.
  • Potential Conflicts: The matchers provided by shoulda-matchers can sometimes conflict with other testing libraries or custom matchers, requiring careful configuration and integration.
  • Limited Customization: While the matchers are highly expressive, they may not provide the level of customization that some developers require for their specific testing needs.
  • Learning Curve: Developers new to shoulda-matchers may need to invest some time in learning the syntax and usage of the various matchers provided by the gem.

Code Examples

Here are a few examples of how you can use shoulda-matchers in your tests:

# Validating a model
class User < ApplicationRecord
  validates :email, presence: true, uniqueness: true
end

# Test using shoulda-matchers
RSpec.describe User, type: :model do
  it { is_expected.to validate_presence_of(:email) }
  it { is_expected.to validate_uniqueness_of(:email) }
end
# Testing a controller action
class PostsController < ApplicationController
  def create
    @post = Post.new(post_params)
    if @post.save
      redirect_to @post
    else
      render :new
    end
  end

  private

  def post_params
    params.require(:post).permit(:title, :content)
  end
end

# Test using shoulda-matchers
RSpec.describe PostsController, type: :controller do
  describe 'POST #create' do
    context 'with valid params' do
      it 'creates a new Post' do
        expect { post :create, params: { post: { title: 'Test Post', content: 'This is a test post.' } } }
          .to change(Post, :count).by(1)
      end

      it 'redirects to the created post' do
        post :create, params: { post: { title: 'Test Post', content: 'This is a test post.' } }
        expect(response).to redirect_to(Post.last)
      end
    end

    context 'with invalid params' do
      it 'renders the :new template' do
        post :create, params: { post: { title: '', content: 'This is a test post.' } }
        expect(response).to render_template(:new)
      end
    end
  end
end

Getting Started

To get started with shoulda-matchers, follow these steps:

  1. Add the shoulda-matchers gem to your Gemfile:

    group :development, :test do
      gem 'shoulda-matchers', '~> 4.0'
    end
    
  2. Install the gem by running bundle install.

  3. Configure shoulda-matchers in your spec/rails_helper.rb file:

    Shoulda::Matchers.configure do |config|
      config.integrate do |with|
        with.test_framework :rspec
        with.library :rails
      end
    end
    
  4. You can now start using the

Competitor Comparisons

RSpec for Rails 6+

Pros of rspec/rspec-rails

  • Comprehensive testing framework: rspec-rails provides a complete testing solution, covering not only model and controller tests, but also view, routing, and request tests.
  • Expressive syntax: rspec-rails uses a domain-specific language (DSL) that makes tests more readable and easier to understand.
  • Extensive ecosystem: rspec-rails has a large and active community, with a wide range of third-party extensions and tools available.

Cons of rspec/rspec-rails

  • Steeper learning curve: Compared to shoulda-matchers, rspec-rails has a more complex syntax and requires more configuration, which can be challenging for beginners.
  • Slower startup time: rspec-rails can be slower to start up and run tests compared to shoulda-matchers, especially in larger projects.

Code Comparison

rspec-rails:

describe User do
  it 'has a valid factory' do
    expect(build(:user)).to be_valid
  end

  it 'is invalid without a name' do
    expect(build(:user, name: nil)).to be_invalid
  end
end

shoulda-matchers:

describe User do
  it { should validate_presence_of(:name) }
  it { should have_many(:posts) }
end
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Pros of rails/rails

  • Comprehensive framework: Rails provides a complete set of tools and features for building web applications, including an ORM, routing, and templating engine.
  • Large and active community: Rails has a large and active community of developers, which means there are many resources available for learning and troubleshooting.
  • Extensive documentation: Rails has extensive documentation, which can be helpful for new developers or those working on complex projects.

Cons of rails/rails

  • Steep learning curve: Rails can have a steep learning curve, especially for developers who are new to the framework or to web development in general.
  • Performance concerns: Rails can be slower than some other web frameworks, especially for large-scale applications with high traffic.

Code Comparison

Rails (rails/rails):

class User < ApplicationRecord
  has_many :posts
  validates :name, presence: true
  validates :email, presence: true, uniqueness: true
end

Shoulda Matchers (thoughtbot/shoulda-matchers):

class UserTest < ActiveSupport::TestCase
  should have_many(:posts)
  should validate_presence_of(:name)
  should validate_presence_of(:email)
  should validate_uniqueness_of(:email)
end

Use Webpack to manage app-like JavaScript modules in Rails

Pros of Webpacker

  • Webpacker provides a modern, opinionated setup for integrating JavaScript into a Rails application, making it easier to use tools like Webpack, Babel, and Yarn.
  • It abstracts away much of the complexity of configuring Webpack, allowing developers to focus on writing their application code.
  • Webpacker supports hot module replacement (HMR), which can improve the development experience by automatically updating the browser when changes are made to the code.

Cons of Webpacker

  • Webpacker can add complexity to a Rails project, especially for developers who are new to modern JavaScript tooling.
  • The default configuration may not suit all use cases, and customizing Webpacker can be challenging for some developers.
  • Webpacker's reliance on Webpack and other JavaScript tools can increase the overall project's build time and complexity.

Code Comparison

Shoulda Matchers:

it { should validate_presence_of(:name) }
it { should validate_uniqueness_of(:email).case_insensitive }
it { should have_many(:posts) }

Webpacker:

const { environment } = require('@rails/webpacker')
const webpack = require('webpack')

environment.plugins.prepend('Provide',
  new webpack.ProvidePlugin({
    $: 'jquery',
    jQuery: 'jquery'
  })
)

module.exports = environment

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README

Shoulda Matchers Gem Version Build Status Total Downloads Downloads

shoulda-matchers

Shoulda Matchers provides RSpec- and Minitest-compatible one-liners to test common Rails functionality that, if written by hand, would be much longer, more complex, and error-prone.

Quick links

📖 Read the documentation for the latest version. 📢 See what's changed in recent versions.

Table of contents

Getting started

RSpec

Start by including shoulda-matchers in your Gemfile:

group :test do
  gem 'shoulda-matchers', '~> 6.0'
end

Then run bundle install.

Now you need to configure the gem by telling it:

  • which matchers you want to use in your tests
  • that you're using RSpec so that it can make those matchers available in your example groups

Rails apps

If you're working on a Rails app, simply place this at the bottom of spec/rails_helper.rb (or in a support file if you so choose):

Shoulda::Matchers.configure do |config|
  config.integrate do |with|
    with.test_framework :rspec
    with.library :rails
  end
end

Non-Rails apps

If you're not working on a Rails app, but you still make use of ActiveRecord or ActiveModel in your project, you can still use this gem too! In that case, you'll want to place the following configuration at the bottom of spec/spec_helper.rb:

Shoulda::Matchers.configure do |config|
  config.integrate do |with|
    with.test_framework :rspec

    # Keep as many of these lines as are necessary:
    with.library :active_record
    with.library :active_model
  end
end

Minitest

If you're using our umbrella gem Shoulda, then make sure that you're using the latest version:

group :test do
  gem 'shoulda', '~> 4.0'
end

Otherwise, add shoulda-matchers to your Gemfile:

group :test do
  gem 'shoulda-matchers', '~> 6.0'
end

Then run bundle install.

Now you need to configure the gem by telling it:

  • which matchers you want to use in your tests
  • that you're using Minitest so that it can make those matchers available in your test case classes

Rails apps

If you're working on a Rails app, simply place this at the bottom of test/test_helper.rb:

Shoulda::Matchers.configure do |config|
  config.integrate do |with|
    with.test_framework :minitest
    with.library :rails
  end
end

Non-Rails apps

If you're not working on a Rails app, but you still make use of ActiveRecord or ActiveModel in your project, you can still use this gem too! In that case, you'll want to place the following configuration at the bottom of test/test_helper.rb:

Shoulda::Matchers.configure do |config|
  config.integrate do |with|
    with.test_framework :minitest

    # Keep as many of these lines as are necessary:
    with.library :active_record
    with.library :active_model
  end
end

Usage

Most of the matchers provided by this gem are useful in a Rails context, and as such, can be used for different parts of a Rails app:

As the name of the gem indicates, most matchers are designed to be used in "one-liner" form using the should macro, a special directive available in both RSpec and Shoulda. For instance, a model test case may look something like:

# RSpec
RSpec.describe MenuItem, type: :model do
  describe 'associations' do
    it { should belong_to(:category).class_name('MenuCategory') }
  end

  describe 'validations' do
    it { should validate_presence_of(:name) }
    it { should validate_uniqueness_of(:name).scoped_to(:category_id) }
  end
end

# Minitest (Shoulda)
class MenuItemTest < ActiveSupport::TestCase
  context 'associations' do
    should belong_to(:category).class_name('MenuCategory')
  end

  context 'validations' do
    should validate_presence_of(:name)
    should validate_uniqueness_of(:name).scoped_to(:category_id)
  end
end

See below for the full set of matchers that you can use.

On the subject of subject

For both RSpec and Shoulda, the subject is an implicit reference to the object under test, and through the use of should as demonstrated above, all of the matchers make use of subject internally when they are run. A subject is always set automatically by your test framework in any given test case; however, in certain cases it can be advantageous to override it. For instance, when testing validations in a model, it is customary to provide a valid model instead of a fresh one:

# RSpec
RSpec.describe Post, type: :model do
  describe 'validations' do
    # Here we're using FactoryBot, but you could use anything
    subject { build(:post) }

    it { should validate_presence_of(:title) }
  end
end

# Minitest (Shoulda)
class PostTest < ActiveSupport::TestCase
  context 'validations' do
    subject { build(:post) }

    should validate_presence_of(:title)
  end
end

When overriding the subject in this manner, then, it's important to provide the correct object. When in doubt, provide an instance of the class under test. This is particularly necessary for controller tests, where it is easy to accidentally write something like:

RSpec.describe PostsController, type: :controller do
  describe 'GET #index' do
    subject { get :index }

    # This may work...
    it { should have_http_status(:success) }
    # ...but this will not!
    it { should permit(:title, :body).for(:post) }
  end
end

In this case, you would want to use before rather than subject:

RSpec.describe PostsController, type: :controller do
  describe 'GET #index' do
    before { get :index }

    # Notice that we have to assert have_http_status on the response here...
    it { expect(response).to have_http_status(:success) }
    # ...but we do not have to provide a subject for render_template
    it { should render_template('index') }
  end
end

Availability of RSpec matchers in example groups

Rails projects

If you're using RSpec, then you're probably familiar with the concept of example groups. Example groups can be assigned tags order to assign different behavior to different kinds of example groups. This comes into play especially when using rspec-rails, where, for instance, controller example groups, tagged with type: :controller, are written differently than request example groups, tagged with type: :request. This difference in writing style arises because rspec-rails mixes different behavior and methods into controller example groups vs. request example groups.

Relying on this behavior, Shoulda Matchers automatically makes certain matchers available in certain kinds of example groups:

  • ActiveRecord and ActiveModel matchers are available only in model example groups, i.e., those tagged with type: :model or in files located under spec/models.
  • ActionController matchers are available only in controller example groups, i.e., those tagged with type: :controller or in files located under spec/controllers.
  • The route matcher is available in routing example groups, i.e., those tagged with type: :routing or in files located under spec/routing.
  • Independent matchers are available in all example groups.

As long as you're using Rails, you don't need to worry about these details — everything should "just work".

Non-Rails projects

What if you are using ActiveModel or ActiveRecord outside of Rails, however, and you want to use model matchers in a certain example group? Then you'll need to manually include the module that holds those matchers into that example group. For instance, you might have to say:

RSpec.describe MySpecialModel do
  include Shoulda::Matchers::ActiveModel
  include Shoulda::Matchers::ActiveRecord
end

If you have a lot of similar example groups in which you need to do this, then you might find it more helpful to tag your example groups appropriately, then instruct RSpec to mix these modules into any example groups that have that tag. For instance, you could add this to your rails_helper.rb:

RSpec.configure do |config|
  config.include(Shoulda::Matchers::ActiveModel, type: :model)
  config.include(Shoulda::Matchers::ActiveRecord, type: :model)
end

And from then on, you could say:

RSpec.describe MySpecialModel, type: :model do
  # ...
end

should vs is_expected.to

In this README and throughout the documentation, you'll notice that we use the should form of RSpec's one-liner syntax over is_expected.to. Beside being the namesake of the gem itself, this is our preferred syntax as it's short and sweet. But if you prefer to use is_expected.to, you can do that too:

RSpec.describe Person, type: :model do
  it { is_expected.to validate_presence_of(:name) }
end

A Note on Testing Style

If you inspect the source code, you'll notice quickly that shoulda-matchers is largely implemented using reflections and other introspection methods that Rails provides. On first sight, this might seem to go against the common practice of testing behavior rather than implementation. However, as the available matchers indicate, we recommend that you treat shoulda-matchers as a tool to help you ensure correct configuration and adherence to best practices and idiomatic Rails in your models and controllers - especially for aspects that in your experience are often insufficiently tested, such as ActiveRecord validations or controller callbacks (a.k.a. the "framework-y" parts).

For testing your application's unique business logic, however, we recommend focusing on behavior and outcomes over implementation details. This approach will better support refactoring and ensure that your tests remain resilient to changes in how your code is structured. While no generalized testing tool can fully capture the nuances of your specific domain, you can draw inspiration from shoulda-matchers to write custom matchers that align more closely with your application's needs.

Matchers

Here is the full list of matchers that ship with this gem. If you need details about any of them, make sure to consult the documentation!

ActiveModel matchers

ActiveRecord matchers

ActionController matchers

  • filter_param tests parameter filtering configuration.
  • permit tests that an action places a restriction on the params hash.
  • redirect_to tests that an action redirects to a certain location.
  • render_template tests that an action renders a template.
  • render_with_layout tests that an action is rendered with a certain layout.
  • rescue_from tests usage of the rescue_from macro.
  • respond_with tests that an action responds with a certain status code.
  • route tests your routes.
  • set_session makes assertions on the session hash.
  • set_flash makes assertions on the flash hash.
  • use_after_action tests that an after_action callback is defined in your controller.
  • use_around_action tests that an around_action callback is defined in your controller.
  • use_before_action tests that a before_action callback is defined in your controller.

Routing matchers

  • route tests your routes.

Independent matchers

  • delegate_method tests that an object forwards messages to other, internal objects by way of delegation.

Extensions

Over time our community has created extensions to Shoulda Matchers. If you've created something that you want to share, please let us know!

Contributing

Have a fix for a problem you've been running into or an idea for a new feature you think would be useful? Take a look at the Contributing document for instructions on setting up the repo on your machine, understanding the codebase, and creating a good pull request.

Compatibility

Shoulda Matchers is tested and supported against Ruby 3.0+, Rails 6.1+, RSpec 3.x, and Minitest 5.x.

  • For Ruby < 2.4 and Rails < 4.1 compatibility, please use v3.1.3.
  • For Ruby < 3.0 and Rails < 6.1 compatibility, please use v4.5.1.

Versioning

Shoulda Matchers follows Semantic Versioning 2.0 as defined at https://semver.org.

Team

Shoulda Matchers is currently maintained by Pedro Paiva and Matheus Sales. Previous maintainers include Elliot Winkler, Gui Albuk, Jason Draper, Melissa Xie, Gabe Berke-Williams, Ryan McGeary, Joe Ferris, and Tammer Saleh.

Copyright/License

Shoulda Matchers is copyright © Tammer Saleh and thoughtbot, inc. It is free and opensource software and may be redistributed under the terms specified in the LICENSE file.

About thoughtbot

thoughtbot

This repo is maintained and funded by thoughtbot, inc. The names and logos for thoughtbot are trademarks of thoughtbot, inc.

We love open source software! See our other projects. We are available for hire.