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ChefSpec

Gem Version Build Status

ChefSpec is a unit testing framework for testing Chef cookbooks. ChefSpec makes it easy to write examples and get fast feedback on cookbook changes without the need for virtual machines or cloud servers.

ChefSpec runs your cookbook(s) locally with Chef Solo without actually converging a node. This has two primary benefits:

  • It's really fast!
  • Your tests can vary node attributes, operating systems, and search results to assert behavior under varying conditions.

Important Notes

  • ChefSpec requires Ruby 2.2 or later and Chef 12.14.89 or later!
  • This documentation corresponds to the master branch, which may be unreleased. Please check the README of the latest git tag or the gem's source for your version's documentation!
  • Each resource matcher is self-documented using Yard and has a corresponding test recipe in the examples directory.

Notes on Compatibility with Chef Versions

ChefSpec aims to maintain compatibility with the two most recent minor versions of Chef. If you are running an older version of Chef it may work, or you will need to run an older version of ChefSpec.

As a general rule, if it is tested in the Travis CI matrix, it is a supported version. The section below details any specific versions that are not supported and why:

Writing a Cookbook Example

If you want knife to automatically generate spec stubs for you, install knife-spec.

Given an extremely basic Chef recipe that just installs an operating system package:

package 'foo'

the associated ChefSpec test might look like:

require 'chefspec'

describe 'example::default' do
  let(:chef_run) { ChefSpec::SoloRunner.new(platform: 'ubuntu', version: '16.04').converge(described_recipe) }

  it 'installs foo' do
    expect(chef_run).to install_package('foo')
  end
end

Let's step through this file to see what is happening:

  1. At the top of the spec file we require the chefspec gem. This is required so that our custom matchers are loaded. In larger projects, it is common practice to create a file named "spec_helper.rb" and include ChefSpec and perform other setup tasks in that file.
  2. The describe keyword is part of RSpec and indicates that everything nested beneath is describing the example::default recipe. The convention is to have a separate spec for each recipe in your cookbook.
  3. The let block on creates the ChefSpec:SoloRunner with mocked Ohai data for Ubuntu 16.04 from Fauxhai. It then does a fake Chef run with the run_list of example::default. Any subsequent examples can then refer to chef_run in order to make assertions about the resources that were created during the mock converge.
  4. The described_recipe macro is a ChefSpec helper method that infers the recipe from the describe block. Alternatively you could specify the recipe directly.
  5. The it block is an example specifying that the foo package is installed. Normally you will have multiple it blocks per recipe, each making a single assertion.

Configuration

ChefSpec exposes a configuration layer at the global level and at the Runner level. The following settings are available:

RSpec.configure do |config|
  # Specify the path for Chef Solo to find cookbooks (default: [inferred from
  # the location of the calling spec file])
  config.cookbook_path = '/var/cookbooks'

  # Specify the path for Chef Solo to find roles (default: [ascending search])
  config.role_path = '/var/roles'

  # Specify the path for Chef Solo to find environments (default: [ascending search])
  config.environment_path = '/var/environments'

  # Specify the path for Chef Solo file cache path (default: nil)
  config.file_cache_path = Chef::Config[:file_cache_path]

  # Specify the Chef log_level (default: :warn)
  config.log_level = :debug

  # Specify the path to a local JSON file with Ohai data (default: nil)
  config.path = 'ohai.json'

  # Specify the operating platform to mock Ohai data from (default: nil)
  config.platform = 'ubuntu'

  # Specify the operating version to mock Ohai data from (default: nil)
  config.version = '14.04'
end

Values specified at the initialization of a "Runner" merge and take precedence over any global settings:

# Override only the operating system version (platform is still "ubuntu" from above)
ChefSpec::SoloRunner.new(version: '16.04')

# Use a different operating system platform and version
ChefSpec::SoloRunner.new(platform: 'centos', version: '7.3.1611')

# Specify a different cookbook_path
ChefSpec::SoloRunner.new(cookbook_path: '/var/my/other/path', role_path: '/var/my/roles')

# By default ChefSpec sets a new temporary directory for file caching in every run.
# This can be overridden by passing the `file_cache_path` option.
# Note: Resources containing `Chef::Config[:file_cache_path]` in their name or
# attributes, will fail unless this option is specified.
ChefSpec::SoloRunner.new(file_cache_path: Chef::Config[:file_cache_path])

# Add debug log output
ChefSpec::SoloRunner.new(log_level: :debug).converge(described_recipe)

NOTE You do not need to specify a platform and version to use ChefSpec. However, some cookbooks may rely on Ohai data that ChefSpec cannot not automatically generate. Specifying the platform and version keys instructs ChefSpec to load stubbed Ohai attributes from another platform using fauxhai. See the PLATFORMS.md file in the Fauxhai repo for a complete list of platforms and versions for use with ChefSpec.

ChefZero Server

The ServerRunner uses a chef-zero instance as a stand-in for a full Chef Server. The instance is created at the initiation of the ChefSpec suite and is terminated at its completion. In between each test the state of the ChefZero server is completely reset.

RSpec.configure do |config|
  # When using ChefSpec::ServerRunner, specify the data storage method (options: in_memory, on_disk; default: in_memory)
  # If you are in a low-memory environment, setting this value to :on_disk may improve speed and/or reliability.
  config.server_runner_data_store = :on_disk

  # Whether or not to clear the cookbooks on the ChefZero instance in-between each test (default: true)
  # For most people, not clearing the cookbooks will drastically improve test execution time. This is a
  # good option for people who are using chefspec within the context of a single Berksfile or Policyfile.
  config.server_runner_clear_cookbooks = false
end

Berkshelf

If you are using Berkshelf, simply require chefspec/berkshelf in your spec_helper after requiring chefspec:

# spec_helper.rb
require 'chefspec'
require 'chefspec/berkshelf'

Requiring this file will:

  • Create a temporary working directory
  • Download all the dependencies listed in your Berksfile into the temporary directory
  • Set ChefSpec's cookbook_path to the temporary directory

You can customize the list of options passed to the installation command using the berkshelf_options RSpec configuration:

RSpec.configuration do |config|
  config.berkshelf_options = { only: "my-group" }
end

This is a Ruby hash and valid options include only and except.

Librarian

If you are using Librarian, simply require chefspec/librarian in your spec_helper after requiring chefspec:

# spec_helper.rb
require 'chefspec'
require 'chefspec/librarian'

Requiring this file will:

  • Create a temporary working directory
  • Download all the dependencies listed in your Cheffile into the temporary directory
  • Set ChefSpec's cookbook_path to the temporary directory

NOTE In order to test the cookbook in the current working directory, you have to write your Cheffile like this:

# Cheffile
site 'https://supermarket.chef.io/api/v1'

cookbook 'name_of_your_cookbook', path: '.'

Policyfile

If you are using Chef Policies with ChefDK, simply require chefspec/policyfile in your spec_helper, and ensure you are using the ChefSpec::ServerRunner - Chef Solo does not support the exported repository format because the cookbook names use the unique version identifier.

# spec_helper.rb
require 'chefspec'
require 'chefspec/policyfile'

Requiring this file will:

  • Create a temporary working directory
  • Download all the dependencies listed in your Policyfile.rb into the temporary directory
  • Set ChefSpec's cookbook_path to the temporary directory

Your Policyfile.rb should look something like this:

name 'my-cookbook'
run_list 'my-cookbook::default'
default_source :community
cookbook 'my-cookbook', path: '.'

Running Specs

ChefSpec is actually an RSpec extension, so you can run your tests using the RSpec CLI:

$ rspec

You can also specify a specific spec to run and various RSpec command line options:

$ rspec spec/unit/recipes/default_spec.rb --color

For more information on the RSpec CLI, please see the documentation.

Making Assertions

ChefSpec asserts that resource actions have been performed. In general, ChefSpec follows the following pattern:

require 'chefspec'

describe 'example::default' do
  let(:chef_run) { ChefSpec::SoloRunner.converge(described_recipe) }

  it 'does something' do
    expect(chef_run).to ACTION_RESOURCE(NAME)
  end
end

where:

  • ACTION - the action on the resource (e.g. install)
  • RESOURCE - the name of the resource (e.g. package)
  • NAME - the name attribute for the resource (e.g. apache2)

NOTE One exception to this rule is the create_if_missing action on the file resource. In this case the assertion is actually create_file_if_missing. Refer to examples/file/spec/create_if_missing_spec.rb for some examples.

Here's a more concrete example:

require 'chefspec'

describe 'example::default' do
  let(:chef_run) { ChefSpec::SoloRunner.converge(described_recipe) }

  it 'installs apache2' do
    expect(chef_run).to install_package('apache2')
  end
end

This test is asserting that the Chef run will have a package resource with the name apache2 with an action of install.

To test that a resource action is performed with a specific set of attributes, you can call with(ATTRIBUTES_HASH) on the expectation, per the following example:

require 'chefspec'

describe 'example::default' do
  let(:chef_run) { ChefSpec::SoloRunner.converge(described_recipe) }

  it 'adds the member vagrant to the docker group' do
    expect(chef_run).to modify_group('docker').with(members: ['vagrant'])
  end
end

This test is asserting that the Chef run will have a group resource with the name docker, an action of modify, and an attributes hash including { members: ['vagrant'] }.

ChefSpec includes matchers for all of Chef's core resources using the above schema. Each resource matcher is self-documented using Yard and has a corresponding cucumber test from the examples directory.

Additionally, ChefSpec includes the following helpful matchers. They are also documented in Yard, but they are included here because they do not follow the "general pattern".

include_recipe

Assert that the Chef run included a recipe from another cookbook

expect(chef_run).to include_recipe('other_cookbook::recipe')

Keep the resources from an included recipe from being loaded into the Chef run, but test that the recipe was included

describe 'example::default' do
  let(:chef_run) { ChefSpec::SoloRunner.converge(described_recipe) }

  before do
    allow_any_instance_of(Chef::Recipe).to receive(:include_recipe).and_call_original
    allow_any_instance_of(Chef::Recipe).to receive(:include_recipe).with('other_cookbook::default')
  end

  it 'includes the other_cookbook' do
    expect_any_instance_of(Chef::Recipe).to receive(:include_recipe).with('other_cookbook::default')
    chef_run
  end
end

notify

Assert that a resource notifies another in the Chef run

resource = chef_run.template('/etc/foo')
expect(resource).to notify('service[apache2]').to(:restart).immediately

subscribes

Assert that a resource subscribes to another in the Chef run

resource = chef_run.service('apache2')
expect(resource).to subscribe_to('template[/etc/foo]').on(:create).delayed

render_file

Assert that the Chef run renders a file (with optional content); this will match cookbook_file, file, and template resources and can also check the resulting content

expect(chef_run).to render_file('/etc/foo')
expect(chef_run).to render_file('/etc/foo').with_content('This is content')
expect(chef_run).to render_file('/etc/foo').with_content(/regex works too.+/)
expect(chef_run).to render_file('/etc/foo').with_content { |content|
  # Regular RSpec matches work in here
  expect(content).to include('any RSpec matcher')
}

You can use any RSpec content matcher inside of the with_content predicate:

expect(chef_run).to render_file('/etc/foo').with_content(start_with('# First line'))

It is possible to assert which Chef phase of execution a resource is created. Given a resource that is installed at compile time using run_action:

package('apache2').run_action(:install)

You can assert that this package is installed during runtime using the .at_compile_time predicate on the resource matcher:

expect(chef_run).to install_package('apache2').at_compile_time

Similarly, you can assert that a resource is executed during convergence time:

expect(chef_run).to install_package('apache2').at_converge_time

Since "converge time" is the default behavior for all recipes, this test might be redundant and the predicate could be dropped depending on your situation.

do_nothing

Assert that a resource performs no action

resource = chef_run.execute('install')
expect(resource).to do_nothing

For more complex examples, please see the examples directory or the Yard documentation.

Specifying Node Information

Node information can be set when creating the Runner. The initializer yields a block that gives full access to the node object:

describe 'example::default' do
  let(:chef_run) do
    ChefSpec::SoloRunner.new do |node|
      node.name 'test.node-1'
    end.converge(described_recipe)
  end

  it 'has node name set' do
    expect(chef_run.node.name).to eq('test.node-1')
  end
end

Setting Node Attributes

Node attributes can also be set inside the initializer block:

describe 'example::default' do
  let(:chef_run) do
    ChefSpec::SoloRunner.new do |node|
      node.normal['cookbook']['attribute'] = 'hello'
    end.converge(described_recipe)
  end
end

Automatic attributes

ChefSpec provides mocked automatic Ohai data using fauxhai. To mock out automatic attributes, you must use the automatic key:

describe 'example::default' do
  let(:chef_run) do
    ChefSpec::SoloRunner.new do |node|
      node.automatic['memory']['total'] = '512kB'
    end.converge(described_recipe)
  end
end

The node that is returned is actually a Chef::Node object.

To set an attribute within a specific test, set the attribute in the it block and then (re-)converge the node:

describe 'example::default' do
  let(:chef_run) { ChefSpec::SoloRunner.new } # Notice we don't converge here

  it 'performs the action' do
    chef_run.node.normal['cookbook']['attribute'] = 'hello'
    chef_run.converge(described_recipe) # The converge happens inside the test

    expect(chef_run).to do_something
  end
end

Using a Chef Server

All the examples thus far have used the ChefSpec::SoloRunner, which runs ChefSpec in Chef Solo mode. ChefSpec also includes the ability to create in-memory Chef Servers. This server can be populated with fake data and used to test search, data bags, and other "server-only" features.

To use the ChefSpec server, simply replace ChefSpec::SoloRunner with ChefSpec::ServerRunner:

describe 'example::default' do
-  let(:chef_run) { ChefSpec::SoloRunner.converge(described_recipe) }
+  let(:chef_run) { ChefSpec::ServerRunner.converge(described_recipe) }
end

This will automatically create a Chef Server, synchronize all the cookbooks in your cookbook_path, and wire all the internals of Chef together. Recipe calls to search, data_bag and data_bag_item will now query this ChefSpec server.

DSL

The ChefSpec server includes a collection of helpful DSL methods for populating data into the Chef Server.

Create a client:

ChefSpec::ServerRunner.new do |node, server|
  server.create_client('my_client', { admin: true })
end

Create a data bag (and items):

ChefSpec::ServerRunner.new do |node, server|
  server.create_data_bag('my_data_bag', {
    'item_1' => {
      'password' => 'abc123'
    },
    'item_2' => {
      'password' => 'def456'
    }
  })
end

Create an environment:

ChefSpec::ServerRunner.new do |node, server|
  server.create_environment('my_environment', { default_attributes: { description: '...' } })
end

Create a node:

ChefSpec::ServerRunner.new do |node, server|
  server.create_node('my_node', { run_list: ['...'] })
end

Note: the current "node" is always uploaded to the server. However, due to the way the Chef Client compiles cookbooks, you must update the current node on the server if any attributes are changed:

ChefSpec::ServerRunner.new do |node, server|
  node.normal['attribute'] = 'value'

  # At this point, the server already has a copy of the current node object due
  # to the way Chef compiled the resources. However, that node does not have
  # this new value. As such, you must "save" the node back to the server to
  # persist this attribute update.
  server.update_node(node)
end

You may also use the stub_node macro, which will create a new Chef::Node object and accepts the same parameters as the Chef Runner and a Fauxhai object:

www = stub_node(platform: 'ubuntu', version: '16.04') do |node|
        node.normal['attribute'] = 'value'
      end

# `www` is now a local Chef::Node object you can use in your test. To publish
# this node to the server, call `create_node`:

ChefSpec::ServerRunner.new do |node, server|
  server.create_node(www)
end

Create a role:

ChefSpec::ServerRunner.new do |node, server|
  server.create_role('my_role', { default_attributes: {} })
end

NOTE The ChefSpec server is empty at the start of each example to avoid interdependent tests.

Data Store

The ServerRunner has two options for how it will store data: in_memory or on_disk. The default value is in_memory. These two options have different performance implications based on your specific setup. If you are running into performance problems (slow tests, frequent hanging, etc) with one setting, try using the other.

Stubbing

Command

Given a recipe with shell guard:

template '/tmp/foo.txt' do
  not_if 'grep text /tmp/foo.txt'
end

ChefSpec will raise an error like:

Real commands are disabled. Unregistered command: `grep text /tmp/foo.txt`

You can stub this command with:

 stub_command("grep text /tmp/foo.txt").and_return(true)

============================================================

Just like the error message says, you must stub the command result. This can be done inside a before block or inside the it block, and the stubbing method accepts both a value or Ruby code. If provided a value, the result is static. If provided a Ruby block, the block is evaluated each time the search is called.

describe 'example::default' do
  let(:chef_run) { ChefSpec::SoloRunner.new }

  before do
    stub_command("grep text /tmp/foo.txt").and_return(true)
  end
end
describe 'example::default' do
  let(:chef_run) { ChefSpec::SoloRunner.new }

  before do
    stub_command("grep text /tmp/foo.txt") { rand(50)%2 == 0 }
  end
end

The stubbed command can also be passed as a regular expression, allowing multiple commands to be stubbed with one line.

describe 'example::default' do
  let(:chef_run) { ChefSpec::SoloRunner.new }

  before do
    stub_command(/(foo)|(bar)/).and_return(true)
  end
end

Library Helpers

Given a library helper with a has_bacon? method:

module Demo
  module Helper

    include Chef::Mixin::ShellOut

    def has_bacon?
      cmd = shell_out!('getent passwd bacon', {:returns => [0,2]})
      cmd.stderr.empty? && (cmd.stdout =~ /^bacon/)
    end
  end
end

Stub the output of the library helper. Additional information

before do
  allow_any_instance_of(Chef::Node).to receive(:has_bacon?).and_return(true)
end

Data Bag & Data Bag Item

NOTE This is not required if you are using a ChefSpec server.

Given a recipe that executes a data_bag method:

data_bag('users').each do |user|
  data_bag_item('users', user['id'])
end

ChefSpec will raise an error like:

Real data_bags are disabled. Unregistered data_bag: data_bag(:users)

You can stub this data_bag with:

  stub_data_bag("users").and_return([])

============================================================

Just like the error message says, you must stub the result of the data_bag call. This can be done inside a before block or inside the it block, and the stubbing method accepts both a value or Ruby code. If provided a value, the result is static. If provided a Ruby block, the block is evaluated each time the search is called.

describe 'example::default' do
  let(:chef_run) { ChefSpec::SoloRunner.new }

  before do
    stub_data_bag('users').and_return([])
  end
end
describe 'example::default' do
  let(:chef_run) { ChefSpec::SoloRunner.new }

  before do
    stub_data_bag('users').and_return(['svargo', 'francis'])

    stub_data_bag_item('users', 'svargo').and_return({ ... })
    stub_data_bag_item('users', 'francis') { (ruby code) }
  end
end

If you are using Encrypted Data Bag Items, you'll need to dive into the RSpec layer and stub that class method instead:

describe 'example::default' do
  before do
    allow(Chef::EncryptedDataBagItem).to receive(:load).with('users', 'svargo').and_return(...)
  end
end

Search

NOTE This is not required if you are using a ChefSpec server.

Because ChefSpec is a unit-testing framework, it is recommended that all third-party API calls be mocked or stubbed. ChefSpec exposes a helpful RSpec macro for stubbing search results in your tests. If you converge a Chef recipe that implements a search call, ChefSpec will throw an error like:

Real searches are disabled. Unregistered search: search(:node, 'name:hello')

You can stub this search with:

  stub_search(:node, 'name:hello') {  }

============================================================

Just like the error message says, you must stub the search result. This can be done inside a before block or inside the it block, and the stubbing method accepts both a value or Ruby code. If provided a value, the result is static. If provided a Ruby block, the block is evaluated each time the search is called.

describe 'example::default' do
  let(:chef_run) { ChefSpec::SoloRunner.new }

  before do
    stub_search(:node, 'name:hello').and_return([])
  end
end
describe 'example::default' do
  let(:chef_run) { ChefSpec::SoloRunner.new }

  before do
    stub_search(:node, 'name:hello') { (ruby_code) }
  end
end

Ruby libraries (File, FileUtils, etc)

When stubbing core ruby libraries, users must be aware that there is no differentiation between your cookbook code that calls File.exist? and core chef code (e.g. the cookbook loader) that calls File.exist?. If you stub or setup an expectation without qualifying the arguments then you will stub that method for all core chef code as well. Also note that if you setup an expectation on a particular argument that invoking the method with any other argument will throw an unexpected argument error out of rspec, so you must setup an allowance using .and_call_original to avoid breaking core chef.

describe 'example::default' do
  let(:chef_run) { ChefSpec::SoloRunner.new }

  before do
    # avoid breaking all of core chef wherever it calls File.exist? with other arguments
    allow(File).to receive(:exist?).and_call_original
  end

  it "tests something when /etc/myfile.txt does not exist" do
    # only setup an expectation on our file
    expect(File).to receive(:exist?).with("/etc/myfile.txt").and_return(false)
    [ ... test that the chef resource collection is constructed correctly in this case ... ]
  end
end

This is basic usage of rspec and not specific to chefspec. It applies to any class method in File, Dir, FileUtils, IO or any other ruby library. In general any time you expect(Some::Symbol).to receive(:a_method).and_return(value) you run the risk of breaking other code unless you isolate your mocking or expectation down to only the arguments which your code uses.

Reporting

NOTE: The coverage reporting feature is deprecated and will be removed in a future version. This documentation exists only for reference purposes.

ChefSpec can generate a report of resources read over resources tested.

To generate the coverage report, add the following to your spec_helper.rb before you require any "Chef" code:

require 'chefspec'
ChefSpec::Coverage.start!

# Existing spec_helper contents...

By default, that method will output helpful information to standard out:

ChefSpec Coverage report generated...

  Total Resources:   6
  Touched Resources: 1
  Touch Coverage:    16.67%

Untouched Resources:

  package[git]               bacon/recipes/default.rb:2
  package[build-essential]   bacon/recipes/default.rb:3
  package[apache2]           bacon/recipes/default.rb:4
  package[libvirt]           bacon/recipes/default.rb:5
  package[core]              bacon/recipes/default.rb:6

By default, ChefSpec will test all cookbooks that are loaded as part of the Chef Client run. If you have a cookbook with many dependencies, this may be less than desirable. To restrict coverage reporting against certain cookbooks, ChefSpec::Coverage yields a block:

ChefSpec::Coverage.start! do
  add_filter 'vendor/cookbooks'
end

The add_filter method accepts a variety of objects. For example:

ChefSpec::Coverage.start! do
  # Strings are interpreted as file paths, with a forward anchor
  add_filter 'vendor/cookbooks'

  # Regular expressions must be escaped, but provide a nicer API for negative
  # back tracking
  add_filter /cookbooks\/(?!omnibus)/

  # Custom block filters yield a {Chef::Resource} object - if the block
  # evaluates to true, it will be filtered
  add_filter do |resource|
    # Bob's cookbook's are completely untested! Ignore them until he gets his
    # shit together.
    resource.source_file =~ /cookbooks\/bob-(.+)/
  end
end

For more complex scenarios, you can create a custom Filter object that inherits from ChefSpec::Coverage::Filter and implements the matches? method.

class CustomFilter < ChefSpec::Coverage::Filter
  def initialize(arg1, arg2, )
    # Create a custom initialization method, do some magic, etc.
  end

  def matches?(resource)
    # Custom matching logic in here - anything that evaluates to "true" will be
    # filtered.
  end
end

ChefSpec::Coverage.start! do
  add_filter CustomFilter.new('foo', :bar)
end

If you are using ChefSpec's Berkshelf plugin, a filter is automatically created for you. If you would like to ignore that filter, you can clear all the filters before defining your own:

ChefSpec::Coverage.start! do
  filters.clear

  # Add your custom filters now
end

If you would like a different output format for the Coverage.report! output, you can specify one of the three built-in templates, or supply your own by calling the set_template in the ChefSpec::Coverage block:

ChefSpec::Coverage.start! do
  set_template 'json.erb'
end

Provided templates are human.erb_(default)_, table.erb and json.erb, to supply a custom template, specify a relative(to run directory) or absolute path.

ChefSpec::Coverage.start! do
  set_template '/opt/custom/templates/verbose.erb'
end

If you would like to add alternative reporting for the Coverage.report! ouput, you can supply your own by calling add_output in the ChefSepc::Coverage block: Note the reportOutput has the following items in it: total, touched, coverage and collections of untouched_resources and all_resources

ChefSpec::Coverage.start! do
  add_output do |reportOutput|
    File.open( "coverage.json","w" ) do |f|
      f.puts(reportOutput[:total])
      f.puts(reportOutput[:touched])
      f.puts(reportOutput[:coverage])
      f.puts(reportOutput[:untouched_resources])
      f.puts(reportOutput[:all_resources])
    end
  end
end

Note the above example outputs the raw data without applying formatting.

Mocking Out Environments

ServerRunner

ChefSpec::ServerRunner.new do |node, server|
  # Create the environment
  server.create_environment('staging', { default_attributes: { cookbook_attr: 'value' } })

  # Assign the environment to the node
  node.chef_environment = 'staging'
end

SoloRunner

If you want to mock out node.chef_environment, you'll need to use RSpec mocks/stubs twice:

let(:chef_run) do
  ChefSpec::SoloRunner.new do |node|
    # Create a new environment (you could also use a different :let block or :before block)
    env = Chef::Environment.new
    env.name 'staging'

    # Stub the node to return this environment
    allow(node).to receive(:chef_environment).and_return(env.name)

    # Stub any calls to Environment.load to return this environment
    allow(Chef::Environment).to receive(:load).and_return(env)
  end.converge('cookbook::recipe')
end

There is probably a better/easier way to do this. If you have a better solution, please open an issue or Pull Request so we can make this less painful :)

Testing LWRPs

WARNING Cookbooks with dashes (hyphens) are difficult to test with ChefSpec because of how Chef classifies objects. We recommend naming cookbooks with underscores (_) instead of dashes (-).

ChefSpec overrides all providers to take no action (otherwise it would actually converge your system). This means that the steps inside your LWRP are not actually executed. If an LWRP performs actions, those actions are never executed or added to the resource collection.

In order to run the actions exposed by your LWRP, you have to explicitly tell the Runner to step into it:

require 'chefspec'

describe 'foo::default' do
  let(:chef_run) do
    ChefSpec::SoloRunner.new(step_into: ['my_lwrp']).converge('foo::default')
  end

  it 'installs the foo package through my_lwrp' do
    expect(chef_run).to install_package('foo')
  end
end

NOTE: If your cookbook exposes LWRPs, it is highly recommended you also create a libraries/matchers.rb file as outlined below in the "Packaging Custom Matchers" section. You should never step_into an LWRP unless you are testing it. Never step_into an LWRP from another cookbook!

Automatic Matchers

As of ChefSpec 7.1.0 there are "custom" matchers generated for all internal core-chef resources, along with any LWRPs/HWRPs/Custom Resources that are user-defined in cookbooks.

The matchers follow the standard custom of <action>_<resource_name> with the exception of the create_if_missing action which also gets a create_<resource_name>_if_missing matcher.

Matchers should be wired up for the resource_name of the resource along with all define provides lines synonyms and any action methods or allowed_actions.

There should be little reason to package custom matchers in cookbooks any more, but the approach below still works if there are special matchers which cookbooks wish to expose which do not follow the automatically generated pattern.

Packaging Custom Matchers

ChefSpec exposes the ability for cookbook authors to package custom matchers inside a cookbook so that other developers may take advantage of them in testing. This is done by creating a special library file in the cookbook named matchers.rb:

# cookbook/libraries/matchers.rb

if defined?(ChefSpec)
  def my_custom_matcher(resource_name)
    ChefSpec::Matchers::ResourceMatcher.new(resource, action, resource_name)
  end
end
  1. The entire contents of this file must be wrapped with the conditional clause checking if ChefSpec is defined.
  2. Each matcher is actually a top-level method. The above example corresponds to the following RSpec test:
expect(chef_run).to my_custom_matcher('...')
  1. ChefSpec::Matchers::ResourceMatcher accepts three parameters:

  2. The name of the resource to find in the resource collection (i.e. the name of the LWRP).

  3. The action that resource should receive.

  4. The value of the name attribute of the resource to find. (This is typically proxied as the value from the matcher definition.)

ChefSpec's built-in ResourceMatcher should satisfy most common use cases for packaging a custom matcher with your LWRPs. However, if your cookbook is extending Chef core or is outside of the scope of a traditional "resource", you may need to create a custom matcher. For more information on custom matchers in RSpec, please watch the Railscast on Custom Matchers or look at some of the other custom matchers in ChefSpec's source code.

Example

Suppose I have a cookbook named "motd" with a resource/provider "message".

# motd/resources/message.rb
actions :write
default_action :write

attribute :message, name_attribute: true
# motd/providers/message.rb
action :write do
  # ...
end

Chef will dynamically build the motd_message LWRP at runtime that can be used in the recipe DSL:

motd_message 'my message'

You can package a custom ChefSpec matcher with the motd cookbook by including the following code in libraries/matchers.rb:

# motd/libraries/matchers.rb
if defined?(ChefSpec)
  def write_motd_message(message)
    ChefSpec::Matchers::ResourceMatcher.new(:motd_message, :write, message)
  end
end

Other developers can write RSpec tests against your LWRP in their cookbooks:

expect(chef_run).to write_motd_message('my message')

Don't forget to include documentation in your cookbook's README noting the custom matcher and its API!

As a caveat, if your custom LWRP uses a custom provides value as shown below (Chef 12+), you will need to package slightly different custom matchers:

# motd/resources/message.rb
actions :write
default_action :write

provides :foobar

attribute :message, name_attribute: true

With a custom provides declaration, the resource is still inserted into the resource collection with its generic name; provides is just sugar for use in the recipe. As such, you will also need to introduce sugar into your custom matchers:

# motd/libraries/matchers.rb
if defined?(ChefSpec)
  def write_foobar(message)
    ChefSpec::Matchers::ResourceMatcher.new(:motd_message, :write, message)
  end
end

Notice that we have changed the name of the method to match the "foobar" action, but the resource matcher definition remains unchanged. When the Chef run executes, the resource will be inserted into the collection as motd_message, even though it was given a custom provides.

Writing Custom Matchers

If you are testing a cookbook that does not package its LWRP matchers, you can create your own following the same pattern as the "Packaging Custom Matchers" section. Simply, create a file at spec/support/matchers.rb and add your resource matchers:

# spec/support/matchers.rb
def my_custom_matcher(resource_name)
  ChefSpec::Matchers::ResourceMatcher.new(:resource, :action, resource_name)
end

Then require this file in your spec_helper.rb so the matcher can be used:

require_relative 'support/matchers'

Please use this as a temporary solution. Consider sending a Pull Request to the LWRP author(s) packaging the custom resource matchers (see previous section).

Matchers for looking up custom resources

ChefSpec also provides a helper method to define a method on the Chef runner for locating a resource in the collection. This is helpful while asserting against custom resource notifications.

# matchers.rb
ChefSpec.define_matcher :my_custom_resource

And then in your spec suite, you can obtain the custom resource for assertions:

let(:chef_run) { ChefSpec::SoloRunner.converge('...') }

it 'notifies the thing' do
  custom = chef_run.my_custom_resource('name')
  expect(custom).to notify('service[apache2]').to(:restart).immediately
end

You can use this functionality to bundle lookup matchers with cookbooks, or to provide your own when the upstream cookbook doesn't include it.

Expecting Exceptions

In Chef 11, custom formatters were introduced and ChefSpec uses a custom formatter to suppress Chef Client output. In the event of a convergence failure, ChefSpec will output the error message from the run to help you debug:

================================================================================
Recipe Compile Error in apt_package/recipes/install.rb
================================================================================

RuntimeError
------------
RuntimeError

Cookbook Trace:
---------------
  .../apt_package/recipes/install.rb:1:in `from_file'
  .../apt_package/spec/install_spec.rb:4:in `block (2 levels) in <top (required)>'
  .../apt_package/spec/install_spec.rb:7:in `block (2 levels) in <top (required)>'

Relevant File Content:
----------------------
.../apt_package/recipes/install.rb:

  1>> raise RuntimeError
  2:
  3:  apt_package 'default_action'

This output is automatically silenced when using RSpec's raise_error matcher:

let(:chef_run) { ChefSpec::SoloRunner.converge('cookbook::recipe') }

it 'raises an error' do
  expect {
    chef_run
  }.to raise_error
end

You can also assert that a particular error was raised. If the error matches the given type, the output is suppressed. If not, the test fails and the entire stack trace is presented.

let(:chef_run) { ChefSpec::SoloRunner.converge('cookbook::recipe') }

it 'raises an error' do
  expect {
    chef_run
  }.to raise_error(RuntimeError)
end

Testing Multiple Recipes

Even though ChefSpec is cookbook-centric, you can still converge multiple recipes in a single ChefSpec::SoloRunner instance. Given a cookbook "sandwich" with recipes "bacon", "lettuce" and "tomato":

# cookbooks/sandwich/recipes/bacon.rb
package 'bacon'

# cookbooks/sandwich/recipes/lettuce.rb
package 'lettuce'

# cookbooks/sandwich/recipes/tomato.rb
package 'tomato'
let(:chef_run) { ChefSpec::SoloRunner.converge('sandwich::bacon', 'sandwich::lettuce', 'sandwich::tomato') }
expect(chef_run).to install_package('bacon')
expect(chef_run).to install_package('lettuce')
expect(chef_run).to install_package('tomato')

Testing Roles

Roles can also be used in a single ChefSpec::SoloRunner instance. Given a cookbook "bacon" with a default recipe:

# cookbooks/bacon/recipes/default.rb
package 'foo'

and a default attributes file:

# cookbooks/bacon/attributes/default.rb
default['bacon']['temperature'] = 200

and a role "breakfast":

# roles/breakfast.rb
default_attributes(
  'bacon' => {
    'temperature' => 150 # NOTE: This is different from the default value
  }
)
run_list([
  'recipe[bacon::default]'
])

You can test that the role is appropriately applied by telling the ChefSpec::SoloRunner to converge on the role instead of a recipe:

let(:chef_run) { ChefSpec::SoloRunner.converge('role[breakfast]') }

Assert that the run_list is properly expanded:

expect(chef_run).to include_recipe('bacon::default')

Assert that the correct attribute is used:

expect(chef_run.node['bacon']['temperature']).to eq(150)

NOTE If your roles live somewhere outside of the expected path, you must set RSpec.config.role_path to point to the directory containing your roles before invoking the #converge method!

RSpec.configure do |config|
  config.role_path = '/var/my/roles' # global setting
end

# - OR -

ChefSpec::SoloRunner.new(role_path: '/var/my/roles') # local setting

Faster Specs

ChefSpec aims to provide the easiest and simplest path for new users to write RSpec examples for Chef cookbooks. In doing so, it makes some sacrifices in terms of speed and agility of execution. In other words, ChefSpec favors "speed to develop" over "speed to execute". Many of these decisions are directly related to the way Chef dynamically loads resources at runtime.

If you understand how RSpec works and would like to see some significant speed improvements in your specs, you can use the ChefSpec::Cacher module inspired by Juri Timošin. Simply convert all your let blocks to cached:

# before
let(:chef_run) { ChefSpec::SoloRunner.new }

# after
cached(:chef_run) { ChefSpec::SoloRunner.new }

Everything else should work the same. Be advised, as the method name suggests, this will cache the results of your Chef Client Run for the entire RSpec example. This makes stubbing more of a challenge, since the node is already converged. For more information, please see Juri Timošin's blog post on faster specs as well as the discussion in #275.

Media & Third-party Tutorials

Development

  1. Fork the repository from GitHub.
  2. Clone your fork to your local machine:
$ git clone git@github.com:USER/chefspec.git
  1. Create a git branch
$ git checkout -b my_bug_fix
  1. Write tests

  2. Make your changes/patches/fixes, committing appropriately

  3. Run the tests: bundle exec rake

  4. Push your changes to GitHub

  5. Open a Pull Request

ChefSpec is on [Travis CI][travis] which tests against multiple Chef and Ruby versions.

If you are contributing, please see the Contributing Guidelines for more information.

License

MIT - see the accompanying LICENSE file for details.

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