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Testing Rails Applications

This guide covers built-in mechanisms in Rails for testing your application.

After reading this guide, you will know:

Chapters

  1. Why Write Tests for Your Rails Applications?
  2. Introduction to Testing
  3. Parallel Testing
  4. The Test Database
  5. Model Testing
  6. System Testing
  7. Integration Testing
  8. Functional Tests for Your Controllers
  9. Testing Routes
  10. Testing Views
  11. Testing View Partials
  12. Testing Helpers
  13. Testing Your Mailers
  14. Testing Jobs
  15. Testing Action Cable
  16. Testing Eager Loading
  17. Additional Testing Resources

1 Why Write Tests for Your Rails Applications?

Rails makes it super easy to write your tests. It starts by producing skeleton test code while you are creating your models and controllers.

By running your Rails tests you can ensure your code adheres to the desired functionality even after some major code refactoring.

Rails tests can also simulate browser requests and thus you can test your application's response without having to test it through your browser.

2 Introduction to Testing

Testing support was woven into the Rails fabric from the beginning. It wasn't an "oh! let's bolt on support for running tests because they're new and cool" epiphany.

2.1 Rails Sets up for Testing from the Word Go

Rails creates a test directory for you as soon as you create a Rails project using rails new application_name. If you list the contents of this directory then you shall see:

$ ls -F test
application_system_test_case.rb  controllers/                     helpers/                         mailers/                         system/
channels/                        fixtures/                        integration/                     models/                          test_helper.rb

The helpers, mailers, and models directories are meant to hold tests for view helpers, mailers, and models, respectively. The channels directory is meant to hold tests for Action Cable connection and channels. The controllers directory is meant to hold tests for controllers, routes, and views. The integration directory is meant to hold tests for interactions between controllers.

The system test directory holds system tests, which are used for full browser testing of your application. System tests allow you to test your application the way your users experience it and help you test your JavaScript as well. System tests inherit from Capybara and perform in browser tests for your application.

Fixtures are a way of organizing test data; they reside in the fixtures directory.

A jobs directory will also be created when an associated test is first generated.

The test_helper.rb file holds the default configuration for your tests.

The application_system_test_case.rb holds the default configuration for your system tests.

2.2 The Test Environment

By default, every Rails application has three environments: development, test, and production.

Each environment's configuration can be modified similarly. In this case, we can modify our test environment by changing the options found in config/environments/test.rb.

Your tests are run under RAILS_ENV=test.

2.3 Rails Meets Minitest

If you remember, we used the bin/rails generate model command in the Getting Started with Rails guide. We created our first model, and among other things it created test stubs in the test directory:

$ bin/rails generate model article title:string body:text
...
create  app/models/article.rb
create  test/models/article_test.rb
create  test/fixtures/articles.yml
...

The default test stub in test/models/article_test.rb looks like this:

require "test_helper"

class ArticleTest < ActiveSupport::TestCase
  # test "the truth" do
  #   assert true
  # end
end

A line by line examination of this file will help get you oriented to Rails testing code and terminology.

require "test_helper"

By requiring this file, test_helper.rb, the default configuration to run our tests is loaded. We will include this with all the tests we write, so any methods added to this file are available to all our tests.

class ArticleTest < ActiveSupport::TestCase
  # ...
end

The ArticleTest class defines a test case because it inherits from ActiveSupport::TestCase. ArticleTest thus has all the methods available from ActiveSupport::TestCase. Later in this guide, we'll see some of the methods it gives us.

Any method defined within a class inherited from Minitest::Test (which is the superclass of ActiveSupport::TestCase) that begins with test_ is simply called a test. So, methods defined as test_password and test_valid_password are legal test names and are run automatically when the test case is run.

Rails also adds a test method that takes a test name and a block. It generates a normal Minitest::Unit test with method names prefixed with test_. So you don't have to worry about naming the methods, and you can write something like:

test "the truth" do
  assert true
end

Which is approximately the same as writing this:

def test_the_truth
  assert true
end

Although you can still use regular method definitions, using the test macro allows for a more readable test name.

The method name is generated by replacing spaces with underscores. The result does not need to be a valid Ruby identifier though — the name may contain punctuation characters, etc. That's because in Ruby technically any string may be a method name. This may require use of define_method and send calls to function properly, but formally there's little restriction on the name.

Next, let's look at our first assertion:

assert true

An assertion is a line of code that evaluates an object (or expression) for expected results. For example, an assertion can check:

  • does this value = that value?
  • is this object nil?
  • does this line of code throw an exception?
  • is the user's password greater than 5 characters?

Every test may contain one or more assertions, with no restriction as to how many assertions are allowed. Only when all the assertions are successful will the test pass.

2.3.1 Your First Failing Test

To see how a test failure is reported, you can add a failing test to the article_test.rb test case.

test "should not save article without title" do
  article = Article.new
  assert_not article.save
end

Let us run this newly added test (where 6 is the line number where the test is defined).

$ bin/rails test test/models/article_test.rb:6
Run options: --seed 44656

# Running:

F

Failure:
ArticleTest#test_should_not_save_article_without_title [/path/to/blog/test/models/article_test.rb:6]:
Expected true to be nil or false


bin/rails test test/models/article_test.rb:6



Finished in 0.023918s, 41.8090 runs/s, 41.8090 assertions/s.

1 runs, 1 assertions, 1 failures, 0 errors, 0 skips

In the output, F denotes a failure. You can see the corresponding trace shown under Failure along with the name of the failing test. The next few lines contain the stack trace followed by a message that mentions the actual value and the expected value by the assertion. The default assertion messages provide just enough information to help pinpoint the error. To make the assertion failure message more readable, every assertion provides an optional message parameter, as shown here:

test "should not save article without title" do
  article = Article.new
  assert_not article.save, "Saved the article without a title"
end

Running this test shows the friendlier assertion message:

Failure:
ArticleTest#test_should_not_save_article_without_title [/path/to/blog/test/models/article_test.rb:6]:
Saved the article without a title

Now to get this test to pass we can add a model level validation for the title field.

class Article < ApplicationRecord
  validates :title, presence: true
end

Now the test should pass. Let us verify by running the test again:

$ bin/rails test test/models/article_test.rb:6
Run options: --seed 31252

# Running:

.

Finished in 0.027476s, 36.3952 runs/s, 36.3952 assertions/s.

1 runs, 1 assertions, 0 failures, 0 errors, 0 skips

Now, if you noticed, we first wrote a test which fails for a desired functionality, then we wrote some code which adds the functionality and finally we ensured that our test passes. This approach to software development is referred to as Test-Driven Development (TDD).

2.3.2 What an Error Looks Like

To see how an error gets reported, here's a test containing an error:

test "should report error" do
  # some_undefined_variable is not defined elsewhere in the test case
  some_undefined_variable
  assert true
end

Now you can see even more output in the console from running the tests:

$ bin/rails test test/models/article_test.rb
Run options: --seed 1808

# Running:

.E

Error:
ArticleTest#test_should_report_error:
NameError: undefined local variable or method 'some_undefined_variable' for #<ArticleTest:0x007fee3aa71798>
    test/models/article_test.rb:11:in 'block in <class:ArticleTest>'


bin/rails test test/models/article_test.rb:9



Finished in 0.040609s, 49.2500 runs/s, 24.6250 assertions/s.

2 runs, 1 assertions, 0 failures, 1 errors, 0 skips

Notice the 'E' in the output. It denotes a test with error.

The execution of each test method stops as soon as any error or an assertion failure is encountered, and the test suite continues with the next method. All test methods are executed in random order. The config.active_support.test_order option can be used to configure test order.

When a test fails you are presented with the corresponding backtrace. By default Rails filters that backtrace and will only print lines relevant to your application. This eliminates the framework noise and helps to focus on your code. However there are situations when you want to see the full backtrace. Set the -b (or --backtrace) argument to enable this behavior:

$ bin/rails test -b test/models/article_test.rb

If we want this test to pass we can modify it to use assert_raises like so:

test "should report error" do
  # some_undefined_variable is not defined elsewhere in the test case
  assert_raises(NameError) do
    some_undefined_variable
  end
end

This test should now pass.

2.4 Available Assertions

By now you've caught a glimpse of some of the assertions that are available. Assertions are the worker bees of testing. They are the ones that actually perform the checks to ensure that things are going as planned.

Here's an extract of the assertions you can use with Minitest, the default testing library used by Rails. The [msg] parameter is an optional string message you can specify to make your test failure messages clearer.

Assertion Purpose
assert( test, [msg] ) Ensures that test is true.
assert_not( test, [msg] ) Ensures that test is false.
assert_equal( expected, actual, [msg] ) Ensures that expected == actual is true.
assert_not_equal( expected, actual, [msg] ) Ensures that expected != actual is true.
assert_same( expected, actual, [msg] ) Ensures that expected.equal?(actual) is true.
assert_not_same( expected, actual, [msg] ) Ensures that expected.equal?(actual) is false.
assert_nil( obj, [msg] ) Ensures that obj.nil? is true.
assert_not_nil( obj, [msg] ) Ensures that obj.nil? is false.
assert_empty( obj, [msg] ) Ensures that obj is empty?.
assert_not_empty( obj, [msg] ) Ensures that obj is not empty?.
assert_match( regexp, string, [msg] ) Ensures that a string matches the regular expression.
assert_no_match( regexp, string, [msg] ) Ensures that a string doesn't match the regular expression.
assert_includes( collection, obj, [msg] ) Ensures that obj is in collection.
assert_not_includes( collection, obj, [msg] ) Ensures that obj is not in collection.
assert_in_delta( expected, actual, [delta], [msg] ) Ensures that the numbers expected and actual are within delta of each other.
assert_not_in_delta( expected, actual, [delta], [msg] ) Ensures that the numbers expected and actual are not within delta of each other.
assert_in_epsilon ( expected, actual, [epsilon], [msg] ) Ensures that the numbers expected and actual have a relative error less than epsilon.
assert_not_in_epsilon ( expected, actual, [epsilon], [msg] ) Ensures that the numbers expected and actual have a relative error not less than epsilon.
assert_throws( symbol, [msg] ) { block } Ensures that the given block throws the symbol.
assert_raises( exception1, exception2, ... ) { block } Ensures that the given block raises one of the given exceptions.
assert_instance_of( class, obj, [msg] ) Ensures that obj is an instance of class.
assert_not_instance_of( class, obj, [msg] ) Ensures that obj is not an instance of class.
assert_kind_of( class, obj, [msg] ) Ensures that obj is an instance of class or is descending from it.
assert_not_kind_of( class, obj, [msg] ) Ensures that obj is not an instance of class and is not descending from it.
assert_respond_to( obj, symbol, [msg] ) Ensures that obj responds to symbol.
assert_not_respond_to( obj, symbol, [msg] ) Ensures that obj does not respond to symbol.
assert_operator( obj1, operator, [obj2], [msg] ) Ensures that obj1.operator(obj2) is true.
assert_not_operator( obj1, operator, [obj2], [msg] ) Ensures that obj1.operator(obj2) is false.
assert_predicate ( obj, predicate, [msg] ) Ensures that obj.predicate is true, e.g. assert_predicate str, :empty?
assert_not_predicate ( obj, predicate, [msg] ) Ensures that obj.predicate is false, e.g. assert_not_predicate str, :empty?
assert_error_reported(class) { block } Ensures that the error class has been reported, e.g. assert_error_reported IOError { Rails.error.report(IOError.new("Oops")) }
assert_no_error_reported { block } Ensures that no errors have been reported, e.g. assert_no_error_reported { perform_service }
flunk( [msg] ) Ensures failure. This is useful to explicitly mark a test that isn't finished yet.

The above are a subset of assertions that minitest supports. For an exhaustive & more up-to-date list, please check Minitest API documentation, specifically Minitest::Assertions.

Because of the modular nature of the testing framework, it is possible to create your own assertions. In fact, that's exactly what Rails does. It includes some specialized assertions to make your life easier.

Creating your own assertions is an advanced topic that we won't cover in this tutorial.

2.5 Rails Specific Assertions

Rails adds some custom assertions of its own to the minitest framework:

Assertion Purpose
assert_difference(expressions, difference = 1, message = nil) {...} Test numeric difference between the return value of an expression as a result of what is evaluated in the yielded block.
assert_no_difference(expressions, message = nil, &block) Asserts that the numeric result of evaluating an expression is not changed before and after invoking the passed in block.
assert_changes(expressions, message = nil, from:, to:, &block) Test that the result of evaluating an expression is changed after invoking the passed in block.
assert_no_changes(expressions, message = nil, &block) Test the result of evaluating an expression is not changed after invoking the passed in block.
assert_nothing_raised { block } Ensures that the given block doesn't raise any exceptions.
assert_recognizes(expected_options, path, extras={}, message=nil) Asserts that the routing of the given path was handled correctly and that the parsed options (given in the expected_options hash) match path. Basically, it asserts that Rails recognizes the route given by expected_options.
assert_generates(expected_path, options, defaults={}, extras = {}, message=nil) Asserts that the provided options can be used to generate the provided path. This is the inverse of assert_recognizes. The extras parameter is used to tell the request the names and values of additional request parameters that would be in a query string. The message parameter allows you to specify a custom error message for assertion failures.
assert_response(type, message = nil) Asserts that the response comes with a specific status code. You can specify :success to indicate 200-299, :redirect to indicate 300-399, :missing to indicate 404, or :error to match the 500-599 range. You can also pass an explicit status number or its symbolic equivalent. For more information, see full list of status codes and how their mapping works.
assert_redirected_to(options = {}, message=nil) Asserts that the response is a redirect to a URL matching the given options. You can also pass named routes such as assert_redirected_to root_path and Active Record objects such as assert_redirected_to @article.

You'll see the usage of some of these assertions in the next chapter.

2.6 A Brief Note About Test Cases

All the basic assertions such as assert_equal defined in Minitest::Assertions are also available in the classes we use in our own test cases. In fact, Rails provides the following classes for you to inherit from:

Each of these classes include Minitest::Assertions, allowing us to use all of the basic assertions in our tests.

For more information on Minitest, refer to its documentation.

2.7 The Rails Test Runner

We can run all of our tests at once by using the bin/rails test command.

Or we can run a single test file by passing the bin/rails test command the filename containing the test cases.

$ bin/rails test test/models/article_test.rb
Run options: --seed 1559

# Running:

..

Finished in 0.027034s, 73.9810 runs/s, 110.9715 assertions/s.

2 runs, 3 assertions, 0 failures, 0 errors, 0 skips

This will run all test methods from the test case.

You can also run a particular test method from the test case by providing the -n or --name flag and the test's method name.

$ bin/rails test test/models/article_test.rb -n test_the_truth
Run options: -n test_the_truth --seed 43583

# Running:

.

Finished tests in 0.009064s, 110.3266 tests/s, 110.3266 assertions/s.

1 tests, 1 assertions, 0 failures, 0 errors, 0 skips

You can also run a test at a specific line by providing the line number.

$ bin/rails test test/models/article_test.rb:6 # run specific test and line

You can also run a range of tests by providing the line range.

$ bin/rails test test/models/article_test.rb:6-20 # runs tests from line 6 to 20

You can also run an entire directory of tests by providing the path to the directory.

$ bin/rails test test/controllers # run all tests from specific directory

The test runner also provides a lot of other features like failing fast, deferring test output at the end of the test run and so on. Check the documentation of the test runner as follows:

$ bin/rails test -h
Usage:
  bin/rails test [PATHS...]

Run tests except system tests

Examples:
    You can run a single test by appending a line number to a filename:

        bin/rails test test/models/user_test.rb:27

    You can run multiple tests with in a line range by appending the line range to a filename:

        bin/rails test test/models/user_test.rb:10-20

    You can run multiple files and directories at the same time:

        bin/rails test test/controllers test/integration/login_test.rb

    By default test failures and errors are reported inline during a run.

minitest options:
    -h, --help                       Display this help.
        --no-plugins                 Bypass minitest plugin auto-loading (or set $MT_NO_PLUGINS).
    -s, --seed SEED                  Sets random seed. Also via env. Eg: SEED=n rake
    -v, --verbose                    Verbose. Show progress processing files.
    -q, --quiet                      Quiet. Show no progress processing files.
        --show-skips                 Show skipped at the end of run.
    -n, --name PATTERN               Filter run on /regexp/ or string.
        --exclude PATTERN            Exclude /regexp/ or string from run.
    -S, --skip CODES                 Skip reporting of certain types of results (eg E).

Known extensions: rails, pride
    -w, --warnings                   Run with Ruby warnings enabled
    -e, --environment ENV            Run tests in the ENV environment
    -b, --backtrace                  Show the complete backtrace
    -d, --defer-output               Output test failures and errors after the test run
    -f, --fail-fast                  Abort test run on first failure or error
    -c, --[no-]color                 Enable color in the output
        --profile [COUNT]            Enable profiling of tests and list the slowest test cases (default: 10)
    -p, --pride                      Pride. Show your testing pride!

2.8 Running tests in Continuous Integration (CI)

To run all tests in a CI environment, there's just one command you need:

$ bin/rails test

If you are using System Tests, bin/rails test will not run them, since they can be slow. To also run them, add an another CI step that runs bin/rails test:system, or change your first step to bin/rails test:all, which runs all tests including system tests.

3 Parallel Testing

Parallel testing allows you to parallelize your test suite. While forking processes is the default method, threading is supported as well. Running tests in parallel reduces the time it takes your entire test suite to run.

3.1 Parallel Testing with Processes

The default parallelization method is to fork processes using Ruby's DRb system. The processes are forked based on the number of workers provided. The default number is the actual core count on the machine you are on, but can be changed by the number passed to the parallelize method.

To enable parallelization add the following to your test_helper.rb:

class ActiveSupport::TestCase
  parallelize(workers: 2)
end

The number of workers passed is the number of times the process will be forked. You may want to parallelize your local test suite differently from your CI, so an environment variable is provided to be able to easily change the number of workers a test run should use:

$ PARALLEL_WORKERS=15 bin/rails test

When parallelizing tests, Active Record automatically handles creating a database and loading the schema into the database for each process. The databases will be suffixed with the number corresponding to the worker. For example, if you have 2 workers the tests will create test-database-0 and test-database-1 respectively.

If the number of workers passed is 1 or fewer the processes will not be forked and the tests will not be parallelized and they will use the original test-database database.

Two hooks are provided, one runs when the process is forked, and one runs before the forked process is closed. These can be useful if your app uses multiple databases or performs other tasks that depend on the number of workers.

The parallelize_setup method is called right after the processes are forked. The parallelize_teardown method is called right before the processes are closed.

class ActiveSupport::TestCase
  parallelize_setup do |worker|
    # setup databases
  end

  parallelize_teardown do |worker|
    # cleanup databases
  end

  parallelize(workers: :number_of_processors)
end

These methods are not needed or available when using parallel testing with threads.

3.2 Parallel Testing with Threads

If you prefer using threads or are using JRuby, a threaded parallelization option is provided. The threaded parallelizer is backed by Minitest's Parallel::Executor.

To change the parallelization method to use threads over forks put the following in your test_helper.rb:

class ActiveSupport::TestCase
  parallelize(workers: :number_of_processors, with: :threads)
end

Rails applications generated from JRuby or TruffleRuby will automatically include the with: :threads option.

The number of workers passed to parallelize determines the number of threads the tests will use. You may want to parallelize your local test suite differently from your CI, so an environment variable is provided to be able to easily change the number of workers a test run should use:

$ PARALLEL_WORKERS=15 bin/rails test

3.3 Testing Parallel Transactions

Rails automatically wraps any test case in a database transaction that is rolled back after the test completes. This makes test cases independent of each other and changes to the database are only visible within a single test.

When you want to test code that runs parallel transactions in threads, transactions can block each other because they are already nested under the test transaction.

You can disable transactions in a test case class by setting self.use_transactional_tests = false:

class WorkerTest < ActiveSupport::TestCase
  self.use_transactional_tests = false

  test "parallel transactions" do
    # start some threads that create transactions
  end
end

With disabled transactional tests, you have to clean up any data tests create as changes are not automatically rolled back after the test completes.

3.4 Threshold to parallelize tests

Running tests in parallel adds an overhead in terms of database setup and fixture loading. Because of this, Rails won't parallelize executions that involve fewer than 50 tests.

You can configure this threshold in your test.rb:

config.active_support.test_parallelization_threshold = 100

And also when setting up parallelization at the test case level:

class ActiveSupport::TestCase
  parallelize threshold: 100
end

4 The Test Database

Just about every Rails application interacts heavily with a database and, as a result, your tests will need a database to interact with as well. To write efficient tests, you'll need to understand how to set up this database and populate it with sample data.

By default, every Rails application has three environments: development, test, and production. The database for each one of them is configured in config/database.yml.

A dedicated test database allows you to set up and interact with test data in isolation. This way your tests can mangle test data with confidence, without worrying about the data in the development or production databases.

4.1 Maintaining the Test Database Schema

In order to run your tests, your test database will need to have the current structure. The test helper checks whether your test database has any pending migrations. It will try to load your db/schema.rb or db/structure.sql into the test database. If migrations are still pending, an error will be raised. Usually this indicates that your schema is not fully migrated. Running the migrations against the development database (bin/rails db:migrate) will bring the schema up to date.

If there were modifications to existing migrations, the test database needs to be rebuilt. This can be done by executing bin/rails test:db.

4.2 The Low-Down on Fixtures

For good tests, you'll need to give some thought to setting up test data. In Rails, you can handle this by defining and customizing fixtures. You can find comprehensive documentation in the Fixtures API documentation.

4.2.1 What are Fixtures?

Fixtures is a fancy word for sample data. Fixtures allow you to populate your testing database with predefined data before your tests run. Fixtures are database independent and written in YAML. There is one file per model.

Fixtures are not designed to create every object that your tests need, and are best managed when only used for default data that can be applied to the common case.

You'll find fixtures under your test/fixtures directory. When you run bin/rails generate model to create a new model, Rails automatically creates fixture stubs in this directory.

4.2.2 YAML

YAML-formatted fixtures are a human-friendly way to describe your sample data. These types of fixtures have the .yml file extension (as in users.yml).

Here's a sample YAML fixture file:

# lo & behold! I am a YAML comment!
david:
  name: David Heinemeier Hansson
  birthday: 1979-10-15
  profession: Systems development

steve:
  name: Steve Ross Kellock
  birthday: 1974-09-27
  profession: guy with keyboard

Each fixture is given a name followed by an indented list of colon-separated key/value pairs. Records are typically separated by a blank line. You can place comments in a fixture file by using the # character in the first column.

If you are working with associations, you can define a reference node between two different fixtures. Here's an example with a belongs_to/has_many association:

# test/fixtures/categories.yml
about:
  name: About
# test/fixtures/articles.yml
first:
  title: Welcome to Rails!
  category: about
# test/fixtures/action_text/rich_texts.yml
first_content:
  record: first (Article)
  name: content
  body: <div>Hello, from <strong>a fixture</strong></div>

Notice the category key of the first Article found in fixtures/articles.yml has a value of about, and that the record key of the first_content entry found in fixtures/action_text/rich_texts.yml has a value of first (Article). This hints to Active Record to load the Category about found in fixtures/categories.yml for the former, and Action Text to load the Article first found in fixtures/articles.yml for the latter.

For associations to reference one another by name, you can use the fixture name instead of specifying the id: attribute on the associated fixtures. Rails will auto assign a primary key to be consistent between runs. For more information on this association behavior please read the Fixtures API documentation.

4.2.3 File Attachment Fixtures

Like other Active Record-backed models, Active Storage attachment records inherit from ActiveRecord::Base instances and can therefore be populated by fixtures.

Consider an Article model that has an associated image as a thumbnail attachment, along with fixture data YAML:

class Article < ApplicationRecord
  has_one_attached :thumbnail
end
# test/fixtures/articles.yml
first:
  title: An Article

Assuming that there is an image/png encoded file at test/fixtures/files/first.png, the following YAML fixture entries will generate the related ActiveStorage::Blob and ActiveStorage::Attachment records:

# test/fixtures/active_storage/blobs.yml
first_thumbnail_blob: <%= ActiveStorage::FixtureSet.blob filename: "first.png" %>
# test/fixtures/active_storage/attachments.yml
first_thumbnail_attachment:
  name: thumbnail
  record: first (Article)
  blob: first_thumbnail_blob

4.2.4 ERB'in It Up

ERB allows you to embed Ruby code within templates. The YAML fixture format is pre-processed with ERB when Rails loads fixtures. This allows you to use Ruby to help you generate some sample data. For example, the following code generates a thousand users:

<% 1000.times do |n| %>
  user_<%= n %>:
    username: <%= "user#{n}" %>
    email: <%= "user#{n}@example.com" %>
<% end %>

4.2.5 Fixtures in Action

Rails automatically loads all fixtures from the test/fixtures directory by default. Loading involves three steps:

  1. Remove any existing data from the table corresponding to the fixture
  2. Load the fixture data into the table
  3. Dump the fixture data into a method in case you want to access it directly

In order to remove existing data from the database, Rails tries to disable referential integrity triggers (like foreign keys and check constraints). If you are getting annoying permission errors on running tests, make sure the database user has privilege to disable these triggers in testing environment. (In PostgreSQL, only superusers can disable all triggers. Read more about PostgreSQL permissions here).

4.2.6 Fixtures are Active Record Objects

Fixtures are instances of Active Record. As mentioned in point #3 above, you can access the object directly because it is automatically available as a method whose scope is local of the test case. For example:

# this will return the User object for the fixture named david
users(:david)

# this will return the property for david called id
users(:david).id

# one can also access methods available on the User class
david = users(:david)
david.call(david.partner)

To get multiple fixtures at once, you can pass in a list of fixture names. For example:

# this will return an array containing the fixtures david and steve
users(:david, :steve)

5 Model Testing

Model tests are used to test the various models of your application.

Rails model tests are stored under the test/models directory. Rails provides a generator to create a model test skeleton for you.

$ bin/rails generate test_unit:model article title:string body:text
create  test/models/article_test.rb
create  test/fixtures/articles.yml

Model tests don't have their own superclass like ActionMailer::TestCase. Instead, they inherit from ActiveSupport::TestCase.

6 System Testing

System tests allow you to test user interactions with your application, running tests in either a real or a headless browser. System tests use Capybara under the hood.

For creating Rails system tests, you use the test/system directory in your application. Rails provides a generator to create a system test skeleton for you.

$ bin/rails generate system_test users
      invoke test_unit
      create test/system/users_test.rb

Here's what a freshly generated system test looks like:

require "application_system_test_case"

class UsersTest < ApplicationSystemTestCase
  # test "visiting the index" do
  #   visit users_url
  #
  #   assert_selector "h1", text: "Users"
  # end
end

By default, system tests are run with the Selenium driver, using the Chrome browser, and a screen size of 1400x1400. The next section explains how to change the default settings.

By default, Rails will attempt to rescue from exceptions raised during tests and respond with HTML error pages. This behavior can be controlled by the config.action_dispatch.show_exceptions configuration.

6.1 Changing the Default Settings

Rails makes changing the default settings for system tests very simple. All the setup is abstracted away so you can focus on writing your tests.

When you generate a new application or scaffold, an application_system_test_case.rb file is created in the test directory. This is where all the configuration for your system tests should live.

If you want to change the default settings you can change what the system tests are "driven by". Say you want to change the driver from Selenium to Cuprite. First add the cuprite gem to your Gemfile. Then in your application_system_test_case.rb file do the following:

require "test_helper"
require "capybara/cuprite"

class ApplicationSystemTestCase < ActionDispatch::SystemTestCase
  driven_by :cuprite
end

The driver name is a required argument for driven_by. The optional arguments that can be passed to driven_by are :using for the browser (this will only be used by Selenium), :screen_size to change the size of the screen for screenshots, and :options which can be used to set options supported by the driver.

require "test_helper"

class ApplicationSystemTestCase < ActionDispatch::SystemTestCase
  driven_by :selenium, using: :firefox
end

If you want to use a headless browser, you could use Headless Chrome or Headless Firefox by adding headless_chrome or headless_firefox in the :using argument.

require "test_helper"

class ApplicationSystemTestCase < ActionDispatch::SystemTestCase
  driven_by :selenium, using: :headless_chrome
end

If you want to use a remote browser, e.g. Headless Chrome in Docker, you have to add remote url and set browser as remote through options.

require "test_helper"

class ApplicationSystemTestCase < ActionDispatch::SystemTestCase
  url = ENV.fetch("SELENIUM_REMOTE_URL", nil)
  options = if url
    { browser: :remote, url: url }
  else
    { browser: :chrome }
  end
  driven_by :selenium, using: :headless_chrome, options: options
end

Now you should get a connection to remote browser.

$ SELENIUM_REMOTE_URL=http://localhost:4444/wd/hub bin/rails test:system

If your application in test is running remote too, e.g. Docker container, Capybara needs more input about how to call remote servers.

require "test_helper"

class ApplicationSystemTestCase < ActionDispatch::SystemTestCase
  def setup
    Capybara.server_host = "0.0.0.0" # bind to all interfaces
    Capybara.app_host = "http://#{IPSocket.getaddress(Socket.gethostname)}" if ENV["SELENIUM_REMOTE_URL"].present?
    super
  end
  # ...
end

Now you should get a connection to remote browser and server, regardless if it is running in Docker container or CI.

If your Capybara configuration requires more setup than provided by Rails, this additional configuration could be added into the application_system_test_case.rb file.

Please see Capybara's documentation for additional settings.

6.2 Screenshot Helper

The ScreenshotHelper is a helper designed to capture screenshots of your tests. This can be helpful for viewing the browser at the point a test failed, or to view screenshots later for debugging.

Two methods are provided: take_screenshot and take_failed_screenshot. take_failed_screenshot is automatically included in before_teardown inside Rails.

The take_screenshot helper method can be included anywhere in your tests to take a screenshot of the browser.

6.3 Implementing a System Test

Now we're going to add a system test to our blog application. We'll demonstrate writing a system test by visiting the index page and creating a new blog article.

If you used the scaffold generator, a system test skeleton was automatically created for you. If you didn't use the scaffold generator, start by creating a system test skeleton.

$ bin/rails generate system_test articles

It should have created a test file placeholder for us. With the output of the previous command you should see:

      invoke  test_unit
      create    test/system/articles_test.rb

Now let's open that file and write our first assertion:

require "application_system_test_case"

class ArticlesTest < ApplicationSystemTestCase
  test "viewing the index" do
    visit articles_path
    assert_selector "h1", text: "Articles"
  end
end

The test should see that there is an h1 on the articles index page and pass.

Run the system tests.

$ bin/rails test:system

By default, running bin/rails test won't run your system tests. Make sure to run bin/rails test:system to actually run them. You can also run bin/rails test:all to run all tests, including system tests.

6.3.1 Creating Articles System Test

Now let's test the flow for creating a new article in our blog.

test "should create Article" do
  visit articles_path

  click_on "New Article"

  fill_in "Title", with: "Creating an Article"
  fill_in "Body", with: "Created this article successfully!"

  click_on "Create Article"

  assert_text "Creating an Article"
end

The first step is to call visit articles_path. This will take the test to the articles index page.

Then the click_on "New Article" will find the "New Article" button on the index page. This will redirect the browser to /articles/new.

Then the test will fill in the title and body of the article with the specified text. Once the fields are filled in, "Create Article" is clicked on which will send a POST request to create the new article in the database.

We will be redirected back to the articles index page and there we assert that the text from the new article's title is on the articles index page.

6.3.2 Testing for Multiple Screen Sizes

If you want to test for mobile sizes on top of testing for desktop, you can create another class that inherits from ActionDispatch::SystemTestCase and use it in your test suite. In this example a file called mobile_system_test_case.rb is created in the /test directory with the following configuration.

require "test_helper"

class MobileSystemTestCase < ActionDispatch::SystemTestCase
  driven_by :selenium, using: :chrome, screen_size: [375, 667]
end

To use this configuration, create a test inside test/system that inherits from MobileSystemTestCase. Now you can test your app using multiple different configurations.

require "mobile_system_test_case"

class PostsTest < MobileSystemTestCase
  test "visiting the index" do
    visit posts_url
    assert_selector "h1", text: "Posts"
  end
end

6.3.3 Taking It Further

The beauty of system testing is that it is similar to integration testing in that it tests the user's interaction with your controller, model, and view, but system testing is much more robust and actually tests your application as if a real user were using it. Going forward, you can test anything that the user themselves would do in your application such as commenting, deleting articles, publishing draft articles, etc.

7 Integration Testing

Integration tests are used to test how various parts of our application interact. They are generally used to test important workflows within our application.

For creating Rails integration tests, we use the test/integration directory for our application. Rails provides a generator to create an integration test skeleton for us.

$ bin/rails generate integration_test user_flows
      exists  test/integration/
      create  test/integration/user_flows_test.rb

Here's what a freshly generated integration test looks like:

require "test_helper"

class UserFlowsTest < ActionDispatch::IntegrationTest
  # test "the truth" do
  #   assert true
  # end
end

Here the test is inheriting from ActionDispatch::IntegrationTest. This makes some additional helpers available for us to use in our integration tests.

By default, Rails will attempt to rescue from exceptions raised during tests and respond with HTML error pages. This behavior can be controlled by the config.action_dispatch.show_exceptions configuration.

7.1 Helpers Available for Integration Tests

In addition to the standard testing helpers, inheriting from ActionDispatch::IntegrationTest comes with some additional helpers available when writing integration tests. Let's get briefly introduced to the three categories of helpers we get to choose from.

For dealing with the integration test runner, see ActionDispatch::Integration::Runner.

When performing requests, we will have ActionDispatch::Integration::RequestHelpers available for our use.

If we need to upload files, take a look at ActionDispatch::TestProcess::FixtureFile to help.

If we need to modify the session, or state of our integration test, take a look at ActionDispatch::Integration::Session to help.

7.2 Implementing an Integration Test

Let's add an integration test to our blog application. We'll start with a basic workflow of creating a new blog article, to verify that everything is working properly.

We'll start by generating our integration test skeleton:

$ bin/rails generate integration_test blog_flow

It should have created a test file placeholder for us. With the output of the previous command we should see:

      invoke  test_unit
      create    test/integration/blog_flow_test.rb

Now let's open that file and write our first assertion:

require "test_helper"

class BlogFlowTest < ActionDispatch::IntegrationTest
  test "can see the welcome page" do
    get "/"
    assert_select "h1", "Welcome#index"
  end
end

We will take a look at assert_select to query the resulting HTML of a request in the Testing Views section below. It is used for testing the response of our request by asserting the presence of key HTML elements and their content.

When we visit our root path, we should see welcome/index.html.erb rendered for the view. So this assertion should pass.

7.2.1 Creating Articles Integration

How about testing our ability to create a new article in our blog and see the resulting article.

test "can create an article" do
  get "/articles/new"
  assert_response :success

  post "/articles",
    params: { article: { title: "can create", body: "article successfully." } }
  assert_response :redirect
  follow_redirect!
  assert_response :success
  assert_select "p", "Title:\n  can create"
end

Let's break this test down so we can understand it.

We start by calling the :new action on our Articles controller. This response should be successful.

After this we make a post request to the :create action of our Articles controller:

post "/articles",
  params: { article: { title: "can create", body: "article successfully." } }
assert_response :redirect
follow_redirect!

The two lines following the request are to handle the redirect we setup when creating a new article.

Don't forget to call follow_redirect! if you plan to make subsequent requests after a redirect is made.

Finally we can assert that our response was successful and our new article is readable on the page.

7.2.2 Taking It Further

We were able to successfully test a very small workflow for visiting our blog and creating a new article. If we wanted to take this further we could add tests for commenting, removing articles, or editing comments. Integration tests are a great place to experiment with all kinds of use cases for our applications.

8 Functional Tests for Your Controllers

In Rails, testing the various actions of a controller is a form of writing functional tests. Remember your controllers handle the incoming web requests to your application and eventually respond with a rendered view. When writing functional tests, you are testing how your actions handle the requests and the expected result or response, in some cases an HTML view.

8.1 What to Include in Your Functional Tests

You should test for things such as:

  • was the web request successful?
  • was the user redirected to the right page?
  • was the user successfully authenticated?
  • was the appropriate message displayed to the user in the view?
  • was the correct information displayed in the response?

The easiest way to see functional tests in action is to generate a controller using the scaffold generator:

$ bin/rails generate scaffold_controller article title:string body:text
...
create  app/controllers/articles_controller.rb
...
invoke  test_unit
create    test/controllers/articles_controller_test.rb
...

This will generate the controller code and tests for an Article resource. You can take a look at the file articles_controller_test.rb in the test/controllers directory.

If you already have a controller and just want to generate the test scaffold code for each of the seven default actions, you can use the following command:

$ bin/rails generate test_unit:scaffold article
...
invoke  test_unit
create    test/controllers/articles_controller_test.rb
...

Let's take a look at one such test, test_should_get_index from the file articles_controller_test.rb.

# articles_controller_test.rb
class ArticlesControllerTest < ActionDispatch::IntegrationTest
  test "should get index" do
    get articles_url
    assert_response :success
  end
end

In the test_should_get_index test, Rails simulates a request on the action called index, making sure the request was successful and also ensuring that the right response body has been generated.

The get method kicks off the web request and populates the results into the @response. It can accept up to 6 arguments:

  • The URI of the controller action you are requesting. This can be in the form of a string or a route helper (e.g. articles_url).
  • params: option with a hash of request parameters to pass into the action (e.g. query string parameters or article variables).
  • headers: for setting the headers that will be passed with the request.
  • env: for customizing the request environment as needed.
  • xhr: whether the request is Ajax request or not. Can be set to true for marking the request as Ajax.
  • as: for encoding the request with different content type.

All of these keyword arguments are optional.

Example: Calling the :show action for the first Article, passing in an HTTP_REFERER header:

get article_url(Article.first), headers: { "HTTP_REFERER" => "http://example.com/home" }

Another example: Calling the :update action for the last Article, passing in new text for the title in params, as an Ajax request:

patch article_url(Article.last), params: { article: { title: "updated" } }, xhr: true

One more example: Calling the :create action to create a new article, passing in text for the title in params, as JSON request:

post articles_path, params: { article: { title: "Ahoy!" } }, as: :json

If you try running test_should_create_article test from articles_controller_test.rb it will fail on account of the newly added model level validation and rightly so.

Let us modify test_should_create_article test in articles_controller_test.rb so that all our test pass:

test "should create article" do
  assert_difference("Article.count") do
    post articles_url, params: { article: { body: "Rails is awesome!", title: "Hello Rails" } }
  end

  assert_redirected_to article_path(Article.last)
end

Now you can try running all the tests and they should pass.

If you followed the steps in the Basic Authentication section, you'll need to add authorization to every request header to get all the tests passing:

post articles_url, params: { article: { body: "Rails is awesome!", title: "Hello Rails" } }, headers: { Authorization: ActionController::HttpAuthentication::Basic.encode_credentials("dhh", "secret") }

By default, Rails will attempt to rescue from exceptions raised during tests and respond with HTML error pages. This behavior can be controlled by the config.action_dispatch.show_exceptions configuration.

8.2 Available Request Types for Functional Tests

If you're familiar with the HTTP protocol, you'll know that get is a type of request. There are 6 request types supported in Rails functional tests:

  • get
  • post
  • patch
  • put
  • head
  • delete

All of request types have equivalent methods that you can use. In a typical C.R.U.D. application you'll be using get, post, put, and delete more often.

Functional tests do not verify whether the specified request type is accepted by the action, we're more concerned with the result. Request tests exist for this use case to make your tests more purposeful.

8.3 Testing XHR (Ajax) Requests

To test Ajax requests, you can specify the xhr: true option to get, post, patch, put, and delete methods. For example:

test "ajax request" do
  article = articles(:one)
  get article_url(article), xhr: true

  assert_equal "hello world", @response.body
  assert_equal "text/javascript", @response.media_type
end

8.4 The Three Hashes of the Apocalypse

After a request has been made and processed, you will have 3 Hash objects ready for use:

  • cookies - Any cookies that are set
  • flash - Any objects living in the flash
  • session - Any object living in session variables

As is the case with normal Hash objects, you can access the values by referencing the keys by string. You can also reference them by symbol name. For example:

flash["gordon"]               # or flash[:gordon]
session["shmession"]          # or session[:shmession]
cookies["are_good_for_u"]     # or cookies[:are_good_for_u]

8.5 Instance Variables Available

After a request is made, you also have access to three instance variables in your functional tests:

  • @controller - The controller processing the request
  • @request - The request object
  • @response - The response object
class ArticlesControllerTest < ActionDispatch::IntegrationTest
  test "should get index" do
    get articles_url

    assert_equal "index", @controller.action_name
    assert_equal "application/x-www-form-urlencoded", @request.media_type
    assert_match "Articles", @response.body
  end
end

8.6 Setting Headers and CGI Variables

HTTP headers and CGI variables can be passed as headers:

# setting an HTTP Header
get articles_url, headers: { "Content-Type": "text/plain" } # simulate the request with custom header

# setting a CGI variable
get articles_url, headers: { "HTTP_REFERER": "http://example.com/home" } # simulate the request with custom env variable

8.7 Testing flash Notices

If you remember from earlier, one of the Three Hashes of the Apocalypse was flash.

We want to add a flash message to our blog application whenever someone successfully creates a new Article.

Let's start by adding this assertion to our test_should_create_article test:

test "should create article" do
  assert_difference("Article.count") do
    post articles_url, params: { article: { title: "Some title" } }
  end

  assert_redirected_to article_path(Article.last)
  assert_equal "Article was successfully created.", flash[:notice]
end

If we run our test now, we should see a failure:

$ bin/rails test test/controllers/articles_controller_test.rb -n test_should_create_article
Run options: -n test_should_create_article --seed 32266

# Running:

F

Finished in 0.114870s, 8.7055 runs/s, 34.8220 assertions/s.

  1) Failure:
ArticlesControllerTest#test_should_create_article [/test/controllers/articles_controller_test.rb:16]:
--- expected
+++ actual
@@ -1 +1 @@
-"Article was successfully created."
+nil

1 runs, 4 assertions, 1 failures, 0 errors, 0 skips

Let's implement the flash message now in our controller. Our :create action should now look like this:

def create
  @article = Article.new(article_params)

  if @article.save
    flash[:notice] = "Article was successfully created."
    redirect_to @article
  else
    render "new"
  end
end

Now if we run our tests, we should see it pass:

$ bin/rails test test/controllers/articles_controller_test.rb -n test_should_create_article
Run options: -n test_should_create_article --seed 18981

# Running:

.

Finished in 0.081972s, 12.1993 runs/s, 48.7972 assertions/s.

1 runs, 4 assertions, 0 failures, 0 errors, 0 skips

8.8 Putting It Together

At this point our Articles controller tests the :index as well as :new and :create actions. What about dealing with existing data?

Let's write a test for the :show action:

test "should show article" do
  article = articles(:one)
  get article_url(article)
  assert_response :success
end

Remember from our discussion earlier on fixtures, the articles() method will give us access to our Articles fixtures.

How about deleting an existing Article?

test "should destroy article" do
  article = articles(:one)
  assert_difference("Article.count", -1) do
    delete article_url(article)
  end

  assert_redirected_to articles_path
end

We can also add a test for updating an existing Article.

test "should update article" do
  article = articles(:one)

  patch article_url(article), params: { article: { title: "updated" } }

  assert_redirected_to article_path(article)
  # Reload association to fetch updated data and assert that title is updated.
  article.reload
  assert_equal "updated", article.title
end

Notice we're starting to see some duplication in these three tests, they both access the same Article fixture data. We can D.R.Y. this up by using the setup and teardown methods provided by ActiveSupport::Callbacks.

Our test should now look something as what follows. Disregard the other tests for now, we're leaving them out for brevity.

require "test_helper"

class ArticlesControllerTest < ActionDispatch::IntegrationTest
  # called before every single test
  setup do
    @article = articles(:one)
  end

  # called after every single test
  teardown do
    # when controller is using cache it may be a good idea to reset it afterwards
    Rails.cache.clear
  end

  test "should show article" do
    # Reuse the @article instance variable from setup
    get article_url(@article)
    assert_response :success
  end

  test "should destroy article" do
    assert_difference("Article.count", -1) do
      delete article_url(@article)
    end

    assert_redirected_to articles_path
  end

  test "should update article" do
    patch article_url(@article), params: { article: { title: "updated" } }

    assert_redirected_to article_path(@article)
    # Reload association to fetch updated data and assert that title is updated.
    @article.reload
    assert_equal "updated", @article.title
  end
end

Similar to other callbacks in Rails, the setup and teardown methods can also be used by passing a block, lambda, or method name as a symbol to call.

8.9 Test Helpers

To avoid code duplication, you can add your own test helpers. Sign in helper can be a good example:

# test/test_helper.rb

module SignInHelper
  def sign_in_as(user)
    post sign_in_url(email: user.email, password: user.password)
  end
end

class ActionDispatch::IntegrationTest
  include SignInHelper
end
require "test_helper"

class ProfileControllerTest < ActionDispatch::IntegrationTest
  test "should show profile" do
    # helper is now reusable from any controller test case
    sign_in_as users(:david)

    get profile_url
    assert_response :success
  end
end

8.9.1 Using Separate Files

If you find your helpers are cluttering test_helper.rb, you can extract them into separate files. One good place to store them is test/lib or test/test_helpers.

# test/test_helpers/multiple_assertions.rb
module MultipleAssertions
  def assert_multiple_of_forty_two(number)
    assert (number % 42 == 0), "expected #{number} to be a multiple of 42"
  end
end

These helpers can then be explicitly required as needed and included as needed

require "test_helper"
require "test_helpers/multiple_assertions"

class NumberTest < ActiveSupport::TestCase
  include MultipleAssertions

  test "420 is a multiple of forty two" do
    assert_multiple_of_forty_two 420
  end
end

or they can continue to be included directly into the relevant parent classes

# test/test_helper.rb
require "test_helpers/sign_in_helper"

class ActionDispatch::IntegrationTest
  include SignInHelper
end

8.9.2 Eagerly Requiring Helpers

You may find it convenient to eagerly require helpers in test_helper.rb so your test files have implicit access to them. This can be accomplished using globbing, as follows

# test/test_helper.rb
Dir[Rails.root.join("test", "test_helpers", "**", "*.rb")].each { |file| require file }

This has the downside of increasing the boot-up time, as opposed to manually requiring only the necessary files in your individual tests.

9 Testing Routes

Like everything else in your Rails application, you can test your routes. Route tests reside in test/controllers/ or are part of controller tests.

If your application has complex routes, Rails provides a number of useful helpers to test them.

For more information on routing assertions available in Rails, see the API documentation for ActionDispatch::Assertions::RoutingAssertions.

10 Testing Views

Testing the response to your request by asserting the presence of key HTML elements and their content is a common way to test the views of your application. Like route tests, view tests reside in test/controllers/ or are part of controller tests. The assert_select method allows you to query HTML elements of the response by using a simple yet powerful syntax.

There are two forms of assert_select:

assert_select(selector, [equality], [message]) ensures that the equality condition is met on the selected elements through the selector. The selector may be a CSS selector expression (String) or an expression with substitution values.

assert_select(element, selector, [equality], [message]) ensures that the equality condition is met on all the selected elements through the selector starting from the element (instance of Nokogiri::XML::Node or Nokogiri::XML::NodeSet) and its descendants.

For example, you could verify the contents on the title element in your response with:

assert_select "title", "Welcome to Rails Testing Guide"

You can also use nested assert_select blocks for deeper investigation.

In the following example, the inner assert_select for li.menu_item runs within the collection of elements selected by the outer block:

assert_select "ul.navigation" do
  assert_select "li.menu_item"
end

A collection of selected elements may be iterated through so that assert_select may be called separately for each element.

For example if the response contains two ordered lists, each with four nested list elements then the following tests will both pass.

assert_select "ol" do |elements|
  elements.each do |element|
    assert_select element, "li", 4
  end
end

assert_select "ol" do
  assert_select "li", 8
end

This assertion is quite powerful. For more advanced usage, refer to its documentation.

10.1 Additional View-Based Assertions

There are more assertions that are primarily used in testing views:

Assertion Purpose
assert_select_email Allows you to make assertions on the body of an e-mail.
assert_select_encoded Allows you to make assertions on encoded HTML. It does this by un-encoding the contents of each element and then calling the block with all the un-encoded elements.
css_select(selector) or css_select(element, selector) Returns an array of all the elements selected by the selector. In the second variant it first matches the base element and tries to match the selector expression on any of its children. If there are no matches both variants return an empty array.

Here's an example of using assert_select_email:

assert_select_email do
  assert_select "small", "Please click the 'Unsubscribe' link if you want to opt-out."
end

11 Testing View Partials

Partial templates - usually called "partials" - are another device for breaking the rendering process into more manageable chunks. With partials, you can extract pieces of code from your templates to separate files and reuse them throughout your templates.

View tests provide an opportunity to test that partials render content the way you expect. View partial tests reside in test/views/ and inherit from ActionView::TestCase.

To render a partial, call render like you would in a template. The content is available through the test-local #rendered method:

class ArticlePartialTest < ActionView::TestCase
  test "renders a link to itself" do
    article = Article.create! title: "Hello, world"

    render "articles/article", article: article

    assert_includes rendered, article.title
  end
end

Tests that inherit from ActionView::TestCase also have access to assert_select and the other additional view-based assertions provided by rails-dom-testing:

test "renders a link to itself" do
  article = Article.create! title: "Hello, world"

  render "articles/article", article: article

  assert_select "a[href=?]", article_url(article), text: article.title
end

In order to integrate with rails-dom-testing, tests that inherit from ActionView::TestCase declare a document_root_element method that returns the rendered content as an instance of a Nokogiri::XML::Node:

test "renders a link to itself" do
  article = Article.create! title: "Hello, world"

  render "articles/article", article: article
  anchor = document_root_element.at("a")

  assert_equal article.name, anchor.text
  assert_equal article_url(article), anchor["href"]
end

If your application uses Ruby >= 3.0 or higher, depends on Nokogiri >= 1.14.0 or higher, and depends on Minitest >= >5.18.0, document_root_element supports Ruby's Pattern Matching:

test "renders a link to itself" do
  article = Article.create! title: "Hello, world"

  render "articles/article", article: article
  anchor = document_root_element.at("a")
  url = article_url(article)

  assert_pattern do
    anchor => { content: "Hello, world", attributes: [{ name: "href", value: url }] }
  end
end

If you'd like to access the same Capybara-powered Assertions that your Functional and System Testing tests utilize, you can define a base class that inherits from ActionView::TestCase and transforms the document_root_element into a page method:

# test/view_partial_test_case.rb

require "test_helper"
require "capybara/minitest"

class ViewPartialTestCase < ActionView::TestCase
  include Capybara::Minitest::Assertions

  def page
    Capybara.string(rendered)
  end
end

# test/views/article_partial_test.rb

require "view_partial_test_case"

class ArticlePartialTest < ViewPartialTestCase
  test "renders a link to itself" do
    article = Article.create! title: "Hello, world"

    render "articles/article", article: article

    assert_link article.title, href: article_url(article)
  end
end

Starting in Action View version 7.1, the #rendered helper method returns an object capable of parsing the view partial's rendered content.

To transform the String content returned by the #rendered method into an object, define a parser by calling .register_parser. Calling .register_parser :rss defines a #rendered.rss helper method. For example, to parse rendered RSS content into an object with #rendered.rss, register a call to RSS::Parser.parse:

register_parser :rss, -> rendered { RSS::Parser.parse(rendered) }

test "renders RSS" do
  article = Article.create!(title: "Hello, world")

  render formats: :rss, partial: article

  assert_equal "Hello, world", rendered.rss.items.last.title
end

By default, ActionView::TestCase defines a parser for:

test "renders HTML" do
  article = Article.create!(title: "Hello, world")

  render partial: "articles/article", locals: { article: article }

  assert_pattern { rendered.html.at("main h1") => { content: "Hello, world" } }
end

test "renders JSON" do
  article = Article.create!(title: "Hello, world")

  render formats: :json, partial: "articles/article", locals: { article: article }

  assert_pattern { rendered.json => { title: "Hello, world" } }
end

12 Testing Helpers

A helper is just a simple module where you can define methods which are available in your views.

In order to test helpers, all you need to do is check that the output of the helper method matches what you'd expect. Tests related to the helpers are located under the test/helpers directory.

Given we have the following helper:

module UsersHelper
  def link_to_user(user)
    link_to "#{user.first_name} #{user.last_name}", user
  end
end

We can test the output of this method like this:

class UsersHelperTest < ActionView::TestCase
  test "should return the user's full name" do
    user = users(:david)

    assert_dom_equal %{<a href="/user/#{user.id}">David Heinemeier Hansson</a>}, link_to_user(user)
  end
end

Moreover, since the test class extends from ActionView::TestCase, you have access to Rails' helper methods such as link_to or pluralize.

13 Testing Your Mailers

Testing mailer classes requires some specific tools to do a thorough job.

13.1 Keeping the Postman in Check

Your mailer classes - like every other part of your Rails application - should be tested to ensure that they are working as expected.

The goals of testing your mailer classes are to ensure that:

  • emails are being processed (created and sent)
  • the email content is correct (subject, sender, body, etc)
  • the right emails are being sent at the right times

13.1.1 From All Sides

There are two aspects of testing your mailer, the unit tests and the functional tests. In the unit tests, you run the mailer in isolation with tightly controlled inputs and compare the output to a known value (a fixture). In the functional tests you don't so much test the minute details produced by the mailer; instead, we test that our controllers and models are using the mailer in the right way. You test to prove that the right email was sent at the right time.

13.2 Unit Testing

In order to test that your mailer is working as expected, you can use unit tests to compare the actual results of the mailer with pre-written examples of what should be produced.

13.2.1 Revenge of the Fixtures

For the purposes of unit testing a mailer, fixtures are used to provide an example of how the output should look. Because these are example emails, and not Active Record data like the other fixtures, they are kept in their own subdirectory apart from the other fixtures. The name of the directory within test/fixtures directly corresponds to the name of the mailer. So, for a mailer named UserMailer, the fixtures should reside in test/fixtures/user_mailer directory.

If you generated your mailer, the generator does not create stub fixtures for the mailers actions. You'll have to create those files yourself as described above.

13.2.2 The Basic Test Case

Here's a unit test to test a mailer named UserMailer whose action invite is used to send an invitation to a friend. It is an adapted version of the base test created by the generator for an invite action.

require "test_helper"

class UserMailerTest < ActionMailer::TestCase
  test "invite" do
    # Create the email and store it for further assertions
    email = UserMailer.create_invite("me@example.com",
                                     "friend@example.com", Time.now)

    # Send the email, then test that it got queued
    assert_emails 1 do
      email.deliver_now
    end

    # Test the body of the sent email contains what we expect it to
    assert_equal ["me@example.com"], email.from
    assert_equal ["friend@example.com"], email.to
    assert_equal "You have been invited by me@example.com", email.subject
    assert_equal read_fixture("invite").join, email.body.to_s
  end
end

In the test we create the email and store the returned object in the email variable. We then ensure that it was sent (the first assert), then, in the second batch of assertions, we ensure that the email does indeed contain what we expect. The helper read_fixture is used to read in the content from this file.

email.body.to_s is present when there's only one (HTML or text) part present. If the mailer provides both, you can test your fixture against specific parts with email.text_part.body.to_s or email.html_part.body.to_s.

Here's the content of the invite fixture:

Hi friend@example.com,

You have been invited.

Cheers!

This is the right time to understand a little more about writing tests for your mailers. The line ActionMailer::Base.delivery_method = :test in config/environments/test.rb sets the delivery method to test mode so that email will not actually be delivered (useful to avoid spamming your users while testing) but instead it will be appended to an array (ActionMailer::Base.deliveries).

The ActionMailer::Base.deliveries array is only reset automatically in ActionMailer::TestCase and ActionDispatch::IntegrationTest tests. If you want to have a clean slate outside these test cases, you can reset it manually with: ActionMailer::Base.deliveries.clear

13.2.3 Testing Enqueued Emails

You can use the assert_enqueued_email_with assertion to confirm that the email has been enqueued with all of the expected mailer method arguments and/or parameterized mailer parameters. This allows you to match any email that have been enqueued with the deliver_later method.

As with the basic test case, we create the email and store the returned object in the email variable. The following examples include variations of passing arguments and/or parameters.

This example will assert that the email has been enqueued with the correct arguments:

require "test_helper"

class UserMailerTest < ActionMailer::TestCase
  test "invite" do
    # Create the email and store it for further assertions
    email = UserMailer.create_invite("me@example.com", "friend@example.com")

    # Test that the email got enqueued with the correct arguments
    assert_enqueued_email_with UserMailer, :create_invite, args: ["me@example.com", "friend@example.com"] do
      email.deliver_later
    end
  end
end

This example will assert that a mailer has been enqueued with the correct mailer method named arguments by passing a hash of the arguments as args:

require "test_helper"

class UserMailerTest < ActionMailer::TestCase
  test "invite" do
    # Create the email and store it for further assertions
    email = UserMailer.create_invite(from: "me@example.com", to: "friend@example.com")

    # Test that the email got enqueued with the correct named arguments
    assert_enqueued_email_with UserMailer, :create_invite, args: [{ from: "me@example.com",
                                                                    to: "friend@example.com" }] do
      email.deliver_later
    end
  end
end

This example will assert that a parameterized mailer has been enqueued with the correct parameters and arguments. The mailer parameters are passed as params and the mailer method arguments as args:

require "test_helper"

class UserMailerTest < ActionMailer::TestCase
  test "invite" do
    # Create the email and store it for further assertions
    email = UserMailer.with(all: "good").create_invite("me@example.com", "friend@example.com")

    # Test that the email got enqueued with the correct mailer parameters and arguments
    assert_enqueued_email_with UserMailer, :create_invite, params: { all: "good" },
                                                           args: ["me@example.com", "friend@example.com"] do
      email.deliver_later
    end
  end
end

This example shows an alternative way to test that a parameterized mailer has been enqueued with the correct parameters:

require "test_helper"

class UserMailerTest < ActionMailer::TestCase
  test "invite" do
    # Create the email and store it for further assertions
    email = UserMailer.with(to: "friend@example.com").create_invite

    # Test that the email got enqueued with the correct mailer parameters
    assert_enqueued_email_with UserMailer.with(to: "friend@example.com"), :create_invite do
      email.deliver_later
    end
  end
end

13.3 Functional and System Testing

Unit testing allows us to test the attributes of the email while functional and system testing allows us to test whether user interactions appropriately trigger the email to be delivered. For example, you can check that the invite friend operation is sending an email appropriately:

# Integration Test
require "test_helper"

class UsersControllerTest < ActionDispatch::IntegrationTest
  test "invite friend" do
    # Asserts the difference in the ActionMailer::Base.deliveries
    assert_emails 1 do
      post invite_friend_url, params: { email: "friend@example.com" }
    end
  end
end
# System Test
require "test_helper"

class UsersTest < ActionDispatch::SystemTestCase
  driven_by :selenium, using: :headless_chrome

  test "inviting a friend" do
    visit invite_users_url
    fill_in "Email", with: "friend@example.com"
    assert_emails 1 do
      click_on "Invite"
    end
  end
end

The assert_emails method is not tied to a particular deliver method and will work with emails delivered with either the deliver_now or deliver_later method. If we explicitly want to assert that the email has been enqueued we can use the assert_enqueued_email_with (examples above) or assert_enqueued_emails methods. More information can be found in the documentation here.

14 Testing Jobs

Jobs can be tested in isolation (focusing on the job's behavior) and in context (focusing on the calling code's behavior).

14.1 Testing Jobs in Isolation

When you generate a job, an associated test file will also be generated in the test/jobs directory.

Here is an example test for a billing job:

require "test_helper"

class BillingJobTest < ActiveJob::TestCase
  test "account is charged" do
    perform_enqueued_jobs do
      BillingJob.perform_later(account, product)
    end
    assert account.reload.charged_for?(product)
  end
end

The default queue adapter for tests will not perform jobs until perform_enqueued_jobs is called. Additionally, it will clear all jobs before each test is run so that tests do not interfere with each other.

The test uses perform_enqueued_jobs and perform_later instead of perform_now so that if retries are configured, retry failures are caught by the test instead of being re-enqueued and ignored.

14.2 Testing Jobs in Context

It's good practice to test that jobs are correctly enqueued, for example, by a controller action. The ActiveJob::TestHelper module provides several methods that can help with this, such as assert_enqueued_with.

Here is an example that tests an account model method:

require "test_helper"

class AccountTest < ActiveSupport::TestCase
  include ActiveJob::TestHelper

  test "#charge_for enqueues billing job" do
    assert_enqueued_with(job: BillingJob) do
      account.charge_for(product)
    end

    assert_not account.reload.charged_for?(product)

    perform_enqueued_jobs

    assert account.reload.charged_for?(product)
  end
end

14.3 Testing that Exceptions are Raised

Testing that your job raises an exception in certain cases can be tricky, especially when you have retries configured. The perform_enqueued_jobs helper fails any test where a job raises an exception, so to have the test succeed when the exception is raised you have to call the job's perform method directly.

require "test_helper"

class BillingJobTest < ActiveJob::TestCase
  test "does not charge accounts with insufficient funds" do
    assert_raises(InsufficientFundsError) do
      BillingJob.new(empty_account, product).perform
    end
    refute account.reload.charged_for?(product)
  end
end

This method is not recommended in general, as it circumvents some parts of the framework, such as argument serialization.

15 Testing Action Cable

Since Action Cable is used at different levels inside your application, you'll need to test both the channels, connection classes themselves, and that other entities broadcast correct messages.

15.1 Connection Test Case

By default, when you generate a new Rails application with Action Cable, a test for the base connection class (ApplicationCable::Connection) is generated as well under test/channels/application_cable directory.

Connection tests aim to check whether a connection's identifiers get assigned properly or that any improper connection requests are rejected. Here is an example:

class ApplicationCable::ConnectionTest < ActionCable::Connection::TestCase
  test "connects with params" do
    # Simulate a connection opening by calling the `connect` method
    connect params: { user_id: 42 }

    # You can access the Connection object via `connection` in tests
    assert_equal connection.user_id, "42"
  end

  test "rejects connection without params" do
    # Use `assert_reject_connection` matcher to verify that
    # connection is rejected
    assert_reject_connection { connect }
  end
end

You can also specify request cookies the same way you do in integration tests:

test "connects with cookies" do
  cookies.signed[:user_id] = "42"

  connect

  assert_equal connection.user_id, "42"
end

See the API documentation for ActionCable::Connection::TestCase for more information.

15.2 Channel Test Case

By default, when you generate a channel, an associated test will be generated as well under the test/channels directory. Here's an example test with a chat channel:

require "test_helper"

class ChatChannelTest < ActionCable::Channel::TestCase
  test "subscribes and stream for room" do
    # Simulate a subscription creation by calling `subscribe`
    subscribe room: "15"

    # You can access the Channel object via `subscription` in tests
    assert subscription.confirmed?
    assert_has_stream "chat_15"
  end
end

This test is pretty simple and only asserts that the channel subscribes the connection to a particular stream.

You can also specify the underlying connection identifiers. Here's an example test with a web notifications channel:

require "test_helper"

class WebNotificationsChannelTest < ActionCable::Channel::TestCase
  test "subscribes and stream for user" do
    stub_connection current_user: users(:john)

    subscribe

    assert_has_stream_for users(:john)
  end
end

See the API documentation for ActionCable::Channel::TestCase for more information.

15.3 Custom Assertions And Testing Broadcasts Inside Other Components

Action Cable ships with a bunch of custom assertions that can be used to lessen the verbosity of tests. For a full list of available assertions, see the API documentation for ActionCable::TestHelper.

It's a good practice to ensure that the correct message has been broadcasted inside other components (e.g. inside your controllers). This is precisely where the custom assertions provided by Action Cable are pretty useful. For instance, within a model:

require "test_helper"

class ProductTest < ActionCable::TestCase
  test "broadcast status after charge" do
    assert_broadcast_on("products:#{product.id}", type: "charged") do
      product.charge(account)
    end
  end
end

If you want to test the broadcasting made with Channel.broadcast_to, you should use Channel.broadcasting_for to generate an underlying stream name:

# app/jobs/chat_relay_job.rb
class ChatRelayJob < ApplicationJob
  def perform(room, message)
    ChatChannel.broadcast_to room, text: message
  end
end
# test/jobs/chat_relay_job_test.rb
require "test_helper"

class ChatRelayJobTest < ActiveJob::TestCase
  include ActionCable::TestHelper

  test "broadcast message to room" do
    room = rooms(:all)

    assert_broadcast_on(ChatChannel.broadcasting_for(room), text: "Hi!") do
      ChatRelayJob.perform_now(room, "Hi!")
    end
  end
end

16 Testing Eager Loading

Normally, applications do not eager load in the development or test environments to speed things up. But they do in the production environment.

If some file in the project cannot be loaded for whatever reason, you better detect it before deploying to production, right?

16.1 Continuous Integration

If your project has CI in place, eager loading in CI is an easy way to ensure the application eager loads.

CIs typically set some environment variable to indicate the test suite is running there. For example, it could be CI:

# config/environments/test.rb
config.eager_load = ENV["CI"].present?

Starting with Rails 7, newly generated applications are configured that way by default.

16.2 Bare Test Suites

If your project does not have continuous integration, you can still eager load in the test suite by calling Rails.application.eager_load!:

16.2.1 Minitest

require "test_helper"

class ZeitwerkComplianceTest < ActiveSupport::TestCase
  test "eager loads all files without errors" do
    assert_nothing_raised { Rails.application.eager_load! }
  end
end

16.2.2 RSpec

require "rails_helper"

RSpec.describe "Zeitwerk compliance" do
  it "eager loads all files without errors" do
    expect { Rails.application.eager_load! }.not_to raise_error
  end
end

17 Additional Testing Resources

17.1 Testing Time-Dependent Code

Rails provides built-in helper methods that enable you to assert that your time-sensitive code works as expected.

The following example uses the travel_to helper:

# Given a user is eligible for gifting a month after they register.
user = User.create(name: "Gaurish", activation_date: Date.new(2004, 10, 24))
assert_not user.applicable_for_gifting?

travel_to Date.new(2004, 11, 24) do
  # Inside the `travel_to` block `Date.current` is stubbed
  assert_equal Date.new(2004, 10, 24), user.activation_date
  assert user.applicable_for_gifting?
end

# The change was visible only inside the `travel_to` block.
assert_equal Date.new(2004, 10, 24), user.activation_date

Please see ActiveSupport::Testing::TimeHelpers API reference for more information about the available time helpers.

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