Can We Do Type Checking in Ruby Method Parameters?

Ruby is a dynamically typed language that favors duck typing over strict type enforcement. However, there are cases where type checking can be useful to avoid unexpected behavior. In this post, we’ll explore various ways to perform type validation and type checking in Ruby.

Type Checking and Type Casting in Ruby

Yes, even though Ruby does not enforce types at the language level, there are several techniques to validate the types of method parameters. Below are some approaches:

1. Manual Type Checking with raise

One straightforward way to enforce type checks is by manually verifying the type of a parameter using is_a? and raising an error if it does not match the expected type.

def my_method(arg)
  raise TypeError, "Expected String, got #{arg.class}" unless arg.is_a?(String)
  
  puts "Valid input: #{arg}"
end

my_method("Hello")  # Works fine
my_method(123)      # Raises: TypeError: Expected String, got Integer

2. Using respond_to? for Duck Typing

Rather than enforcing a strict class type, we can check whether an object responds to a specific method.

def my_method(arg)
  unless arg.respond_to?(:to_str)
    raise TypeError, "Expected a string-like object, got #{arg.class}"
  end
  
  puts "Valid input: #{arg}"
end

my_method("Hello")  # Works fine
my_method(:symbol)  # Raises TypeError

3. Using Ruby 3’s Type Signatures (RBS)

Ruby 3 introduced RBS and TypeProf for static type checking. You can define types in an .rbs file:

def my_method: (String) -> void

Then, you can use tools like steep, a static type checker for Ruby, to enforce type checking at development time.

How to Use Steep for Type Checking

Steep does not use annotations or perform type inference on its own. Instead, it relies on .rbi files to define type signatures. Here’s how you can use Steep for type checking:

  1. Define a Ruby Class:
class Calculator
  def initialize(value)
    @value = value
  end
  
  def double
    @value * 2
  end
end

  1. Generate an .rbi File:
steep scaffold calculator.rb > sig/calculator.rbi

This generates an .rbi file, but initially, it will use any for all types. You need to manually edit it to specify proper types.

  1. Modify the .rbi File to Define Types:
class Calculator
  @value: Integer
  def initialize: (Integer) -> void
  def double: () -> Integer
end

  1. Run Steep to Check Types:
steep check

Steep also supports generics and union types, making it a powerful but less intrusive type-checking tool compared to Sorbet.

4. Using Sorbet for Stronger Type Checking

Sorbet is a third-party static type checker that allows you to enforce type constraints at runtime.

require 'sorbet-runtime'

extend T::Sig

sig { params(arg: String).void }
def my_method(arg)
  puts "Valid input: #{arg}"
end

my_method("Hello")  # Works fine
my_method(123)      # Raises error at runtime

References:

Another Approach: Using Rescue for Type Validation

A different way to handle type checking is by using exception handling (rescue) to catch unexpected types and enforce validation.

def process_order(order_items, customer_name, discount_code)
  # Main logic
  ...

rescue => e
  # Type and validation checks
  raise "Expecting an array of items: #{order_items.inspect}" unless order_items.is_a?(Array)
  raise "Order must contain at least one item: #{order_items.inspect}" if order_items.empty?
  raise "Expecting a string for customer name: #{customer_name.inspect}" unless customer_name.is_a?(String)
  raise "Customer name cannot be empty" if customer_name.strip.empty?
  
  raise "Unexpected error in `process_order`: #{e.message}"
end

Summary

  • Use is_a? or respond_to? for runtime type checking.
  • Use Ruby 3’s RBS for static type enforcement.
  • Use Sorbet for stricter type checking at runtime.
  • Use Steep for static type checking with RBS.
  • Exception handling can be used for validating types dynamically.

Additional Considerations

Ruby is a dynamically typed language, and unit tests can often be more effective than type checks in ensuring correctness. Writing tests ensures that method contracts are upheld for expected data.

For Ruby versions prior to 3.0, install the rbs gem separately to define types for classes.

If a method is defined, it will likely be called. If reasonable tests exist, every method will be executed and checked. Therefore, instead of adding excessive type checks, investing time in writing tests can be a better strategy.

Installing ⚙️ and Setting Up 🔧 Ruby 3.4, Rails 8.0 and IDE on macOS in 2025

Ruby on Rails is a powerful framework for building web applications. If you’re setting up your development environment on macOS in 2025, this guide will walk you through installing Ruby 3.4, Rails 8, and a best IDE for development.

1. Installing Ruby and Rails

“While macOS comes with Ruby pre-installed, it’s often outdated and can’t be upgraded easily. Using a version manager like Mise allows you to install the latest Ruby version, switch between versions, and upgrade as needed.” – Rails guides

Install Dependencies

Run the following command to install essential dependencies (takes time):

brew install openssl@3 libyaml gmp rust

…..
==> Installing rust dependency: libssh2, readline, sqlite, python@3.13, pkgconf
==> Installing rust

zsh completions have been installed to:
/opt/homebrew/share/zsh/site-functions
==> Summary
🍺 /opt/homebrew/Cellar/rust/1.84.1: 3,566 files, 321.3MB
==> Running brew cleanup rust
==> openssl@3
A CA file has been bootstrapped using certificates from the system
keychain. To add additional certificates, place .pem files in
/opt/homebrew/etc/openssl@3/certs

and run
/opt/homebrew/opt/openssl@3/bin/c_rehash
==> rust
zsh completions have been installed to:
/opt/homebrew/share/zsh/site-functions

Install Mise Version Manager

curl https://mise.run | sh
echo 'eval "$(~/.local/bin/mise activate zsh)"' >> ~/.zshrc
source ~/.zshrc

Install Ruby and Rails

mise use -g ruby@3
mise ruby@3.4.1 ✓ installed
mise ~/.config/mise/config.toml tools: ruby@3.4.1

ruby --version   # output Ruby 3.4.1

gem install rails

# reload terminal and check
rails --version  # output Rails 8.0.1

For additional guidance, refer to these resources:


2. Installing an IDE for Ruby on Rails Development

Choosing the right Integrated Development Environment (IDE) is crucial for productivity. Here are some popular options:

RubyMine

  • Feature-rich and specifically designed for Ruby on Rails.
  • Includes debugging tools, database integration, and smart code assistance.
  • Paid software that can be resource-intensive.

Sublime Text

  • Lightweight and highly customizable.
  • Requires plugins for additional functionality.

Visual Studio Code (VS Code) (Recommended)

  • Free and open-source.
  • Excellent plugin support.

Install VS Code

Follow the official installation guide.

Enable GitHub Copilot for AI-assisted coding:

  1. Open VS Code.
  2. Sign in with your GitHub account.
  3. Enable Copilot from the extensions panel.

To use VS Code from the terminal, ensure code is added to your $PATH:

  1. Open Command Palette (Cmd+Shift+P).
  2. Search for Shell Command: Install 'code' command in PATH.
  3. Restart your terminal and try: code .

3. Your 15 Essential VS Code Extensions for Ruby on Rails

To enhance your development workflow, install the following VS Code extensions:

  1. GitHub Copilot – AI-assisted coding (already installed).
  2. vscode-icons – Better file and folder icons.
  3. Tabnine AI – AI autocompletion for JavaScript and other languages.
  4. Ruby & Ruby LSP – Language support and linting.
  5. ERB Formatter/Beautify – Formats .erb files (requires htmlbeautifier gem): gem install htmlbeautifier
  6. ERB Helper Tags – Autocomplete for ERB tags.
  7. GitLens – Advanced Git integration.
  8. Ruby Solargraph – Provides code completion and inline documentation (requires solargraph gem): gem install solargraph
  9. Rails DB Schema – Auto-completion for Rails database schema.
  10. ruby-rubocop – Ruby linting and auto-formatting (requires rubocop gem): gem install rubocop
  11. endwise – Auto-adds end keyword in Ruby.
  12. Output Colorizer – Enhances syntax highlighting in log files.
  13. Auto Rename Tag – Automatically renames paired HTML/Ruby tags.
  14. Highlight Matching Tag – Highlights matching tags for better visibility.
  15. Bracket Pair Colorizer 2 – Improved bracket highlighting.

Conclusion

By following this guide, you’ve successfully set up a robust Ruby on Rails development environment on macOS. With Mise for version management, Rails installed, and VS Code configured with essential extensions, you’re ready to start building Ruby on Rails applications.

Part 2: https://railsdrop.com/2025/03/22/setup-rails-8-app-rubocop-actiontext-image-processing-part-2

Happy Rails setup! 🚀

The Evolution of Asset 📑 Management in Web and Ruby on Rails

Understanding Middleware in Rails

When a client request comes into a Rails application, it doesn’t always go directly to the MVC (Model-View-Controller) layer. Instead, it might first pass through middleware, which handles tasks such as authentication, logging, and static asset management.

Rails uses middleware like ActionDispatch::Static to efficiently serve static assets before they even reach the main application.

ActionDispatch::Static Documentation

“This middleware serves static files from disk, if available. If no file is found, it hands off to the main app.”

Where Are Static Files Stored?

Rails stores static assets in the public/ directory, and ActionDispatch::Static ensures these are served efficiently without hitting the Rails stack.

Core Components of Ruby on Rails – A reminder

To understand asset management evolution, let’s quickly revisit Rails’ core components:

  • ActiveRecord: Object-relational mapping (ORM) system for database interactions.
  • Action Pack: Handles the controller and view layers.
  • Active Support: A collection of utility classes and standard library extensions.
  • Action Mailer: A framework for designing email services.

The Role of Browsers in Asset Management

Web browsers cache static assets to improve performance. The caching strategy varies based on asset types:

  • Images: Rarely change, so they are aggressively cached.
  • JavaScript and CSS files: Frequently updated, requiring cache-busting mechanisms.

The Era of Sprockets

Historically, Rails used Sprockets as its default asset pipeline. Sprockets provided:

  • Conversion of CoffeeScript to JavaScript and SCSS to CSS.
  • Minification and bundling of assets into fewer files.
  • Digest-based caching to ensure updated assets were fetched when changed.

The Rise of JavaScript & The Shift Towards Webpack

The release of ES6 (2015-2016) was a turning point for JavaScript, fueling the rise of Single Page Applications (SPAs). This marked a shift from traditional asset management:

  • Sprockets was effective but became complex and difficult to configure for modern JS frameworks.
  • Projects started including package.json at the root, indicating JavaScript dependency management.
  • Webpack emerged as the go-to tool for handling JavaScript, offering features like tree-shaking, hot module replacement, and modern JavaScript syntax support.

The Landscape in 2024: A More Simplified Approach

Recent advancements in web technology have drastically simplified asset management:

  1. ES6 Native Support in All Major Browsers
    • No need for transpilation of modern JavaScript.
  2. CSS Advancements
    • Features like variables and nesting eliminate the need for preprocessors like SASS.
  3. HTTP/2 and Multiplexing
    • Enables parallel loading of multiple assets over a single connection, reducing dependency on bundling strategies.

Enter Propshaft: The Modern Asset Pipeline

Propshaft is the new asset management solution introduced in Rails, replacing Sprockets for simpler and faster asset handling. Key benefits include:

  • Digest-based file stamping for effective cache busting.
  • Direct and predictable mapping of assets without complex processing.
  • Better integration with HTTP/2 for efficient asset delivery.

Rails 8 Precompile Uses Propshaft

What is Precompile? A Reminder

Precompilation hashes all file names and places them in the public/ folder, making them accessible to the public.

Propshaft improves upon this by creating a manifest file that maps the original filename as a key and the hashed filename as a value. This significantly enhances the developer experience in Rails.

Propshaft ultimately moves asset management in Rails to the next level, making it more efficient and streamlined.

The Future of Asset Management in Rails

With advancements like native ES6 support and CSS improvements, Rails continues evolving to embrace simpler, more efficient asset management strategies. Propshaft, combined with modern browser capabilities, makes asset handling seamless and more performance-oriented.

As the web progresses, we can expect further simplifications in asset pipelines, making Rails applications faster and easier to maintain.

Stay tuned for more innovations in the Rails ecosystem!

Happy Rails Coding! 🚀

Writing Effective Test Cases 🚧 for Your Ruby on Rails Model: A Guide

When it comes to building robust and maintainable applications, writing test cases is a crucial practice. In this guide, I will walk you through writing effective test cases for a Ruby on Rails model using a common model name, “Task.” The concepts discussed here are applicable to any model in your Rails application.

Why Write Test Cases?

Writing test cases is essential for several reasons:

  1. Bug Detection: Test cases help uncover and fix bugs before they impact users.
  2. Regression Prevention: Tests ensure that new code changes do not break existing functionality.
  3. Documentation: Well-written test cases serve as documentation for your codebase, making it easier for other developers to understand and modify the code.
  4. Refactoring Confidence: Tests provide the confidence to refactor code knowing that you won’t introduce defects.
  5. Collaboration: Tests facilitate collaboration within development teams by providing a common set of expectations.

Now, let’s dive into creating test cases for a Ruby on Rails model.

Model: Task

We will use a model called “Task” as an example. Tasks might represent items on a to-do list, items in a project management system, or any other entity that requires tracking and management.

Setting Up the Environment

Before writing test cases, ensure that your Ruby on Rails application is set up correctly with the testing framework of your choice. Rails typically uses MiniTest or RSpec for testing. For this guide, we’ll use MiniTest.

# Gemfile
group :test do
  gem 'minitest'
  # Other testing gems...
end

After updating your Gemfile, run bundle install to install the testing gems. Ensure your test database is set up and up-to-date by running bin/rails db:test:prepare.

Writing Test Cases

Model Validation

The first set of test cases should focus on validating the model’s attributes. For our Task model, we might want to ensure that the title is present and within an acceptable length range.

# test/models/task_test.rb

require 'test_helper'

class TaskTest < ActiveSupport::TestCase
  test "should not save task without title" do
    task = Task.new
    assert_not task.save, "Saved the task without a title"
  end

  test "should save task with valid title" do
    task = Task.new(title: "A valid task title")
    assert task.save, "Could not save the task with a valid title"
  end
end
Testing Associations

In Rails, models often have associations with other models. For example, a Task might belong to a User. You can write test cases to ensure these associations work correctly.

# test/models/task_test.rb

class TaskTest < ActiveSupport::TestCase
  # ...

  test "task should belong to a user" do
    user = User.create(name: "John")
    task = Task.new(title: "Task", user: user)
    assert_equal user, task.user, "Task does not belong to the correct user"
  end
end
Custom Model Methods

If your model contains custom methods, ensure they behave as expected. For example, if you have a method that returns the completion status of a task, test it.

# test/models/task_test.rb

class TaskTest < ActiveSupport::TestCase
  # ...

  test "task should return completion status" do
    task = Task.new(title: "Task", completed: false)
    assert_equal "Incomplete", task.completion_status
    task.completed = true
    assert_equal "Complete", task.completion_status
  end
end
Scopes

Scopes allow you to define common queries for your models. Write test cases to ensure scopes return the expected results.

# test/models/task_test.rb

class TaskTest < ActiveSupport::TestCase
  # ...

  test "completed scope should return completed tasks" do
    Task.create(title: "Completed Task", completed: true)
    Task.create(title: "Incomplete Task", completed: false)

    completed_tasks = Task.completed
    assert_equal 1, completed_tasks.length
    assert_equal "Completed Task", completed_tasks.first.title
  end
end

Running Tests

You can run your tests with the following command:

bin/rails test

This command will execute all the test cases you’ve written in your test files.

Conclusion

Writing test cases is an essential practice in building reliable and maintainable Ruby on Rails applications. In this guide, we’ve explored how to write effective test cases for a model using a common model name, “Task.” These principles can be applied to test any model in your Rails application.

By writing comprehensive test cases, you ensure that your application functions correctly, maintains quality over time, and makes collaboration within your development team more efficient.

Happy testing!

Understanding the Difference Between Date.current and Date.today in Ruby

Introduction:

In the world of Ruby programming, we often encounter scenarios where we need to work with dates. Ruby provides us with two methods, Date.current and Date.today, to retrieve the current date. Although they may appear similar at first glance, understanding their differences can help us write more accurate and reliable code. Let’s explore the reasons behind their existence, where we can use them, and the potential pitfalls we might encounter.

  1. Why are there two different methods?
    Ruby’s Date.current and Date.today methods exist to handle different time zone considerations. When developing applications using the Ruby on Rails framework, it’s crucial to account for the possibility of multiple time zones. Rails provides a simple and consistent way to handle time zone-related operations, and these two methods are part of that feature set.
  2. Where can we use them?
    a) Date.current: This method is specifically designed for Rails applications. It returns the current date in the time zone specified by the application’s configuration. It ensures that the date obtained is consistent across the entire application, regardless of the server or machine executing the code. Date.current is particularly useful when dealing with user interactions, scheduling, or any scenario where consistent time zone handling is necessary.

    b) Date.today: This method retrieves the current date based on the default time zone of the server or machine where the code is running. It is not limited to Rails applications and can be used in any Ruby program. However, when working in a Rails application, it’s generally recommended to use Date.current to maintain consistent time zone handling.
  3. Problems when using each method:
    Using these methods incorrectly or without understanding their differences can lead to unexpected results:
    a) Inconsistent time zones: If a Rails application is deployed across multiple servers or machines with different default time zones, using Date.today may produce inconsistent results. It can lead to situations where the same code yields different dates depending on the server’s time zone.

    b) Time zone misconfigurations: In Rails applications, failing to properly set the application’s time zone can result in incorrect date calculations. It’s crucial to configure the desired time zone in the application’s configuration file, ensuring that Date.current returns the expected results.

Conclusion:

Understanding the nuances between Date.current and Date.today in Ruby can greatly improve the accuracy and reliability of our code, particularly in Rails applications. By using Date.current, we ensure consistent time zone handling throughout the application, regardless of the server or machine executing the code. Carefully considering the appropriate method to use based on the specific context can prevent common pitfalls related to time zone inconsistencies.

Rails 6.1 introduce ‘compact_blank’

Before Rails 6 we used to remove the blank values from Array and Hash by using other available methods.

Before:

  [...].delete_if(&:blank?)
  {....}.delete_if { |_k, v| v.blank? }
OR
  [...].reject(&:blank?)
  ...

From now, Rails 6.1.3.1 onwards you can use the module Enumerable’s compact_blank and compact_blank! methods.

Now we can use:

[1, "", nil, 2, " ", [], {}, false, true].compact_blank
=> [1, 2, true]

['', nil, 8, [], {}].compact_blank
=> [8]

{ a: "", b: 1, c: nil, d: [], e: false, f: true }.compact_blank
=> {:b=>1, :f=>true}

The method compact_blank! is a destructive method (handle with care) for compact_blank.

As a Rails developer, I am grateful for this method because there are many scenarios where we find ourselves replicating this code.

Setup Ruby, ruby-build, rbenv-gemset | Conclusion – Moving micro-services into AWS EC2 instance – Part 3

In this post let’s setup Ruby and ruby gemsets for each project, so that your package versions are maintained.

Install ruby-build # ruby-build is a command-line utility for rbenv

git clone https://github.com/rbenv/ruby-build.git ~/.rbenv/plugins/ruby-build

# Add ruby build path

echo 'export PATH="$HOME/.rbenv/plugins/ruby-build/bin:$PATH"' >> ~/.bashrc # OR
echo 'export PATH="$HOME/.rbenv/plugins/ruby-build/bin:$PATH"' >> ~/.zshrc

# load it

source ~/.bashrc # OR
source ~/.zshrc


For Mac users – iOS users


# verify rbenv
curl -fsSL https://github.com/rbenv/rbenv-installer/raw/main/bin/rbenv-doctor | bash

If you are using zsh add the following to `~/.zshrc`

# rbenv configuration
eval "$(rbenv init -)"
export RUBY_CONFIGURE_OPTS="--with-openssl-dir=$(brew --prefix openssl@1.1)"

Install Ruby 2.5.1 using rbenv

rbenv install 2.5.1

rbenv global 2.5.1 # to make this version as default

ruby -v # must display 2.5.1 if installed correctly

which ruby # must show the fully qualified path of the executable

echo "gem: --no-document" > ~/.gemrc # to skip documentation while installing gem

rbenv rehash # latest version of rbenv apparently don't need this. Nevertheless, lets use it to avoid surprises.

gem env home # See related details

# If a new version of ruby was installed, ensure RubyGems is up to date.
gem update --system --no-document


Install rbenv gemset – https://github.com/jf/rbenv-gemset

git clone git://github.com/jf/rbenv-gemset.git ~/.rbenv/plugins/rbenv-gemset

If you are getting following issue:

fatal: remote error:
  The unauthenticated git protocol on port 9418 is no longer supported.
# Fix
 git clone https://github.com/jf/rbenv-gemset.git ~/.rbenv/plugins/rbenv-gemset

Now clone your project and go inside the project folder -Micro-service folder (say my-project) which has Gemfile in it and do the following commands.

cd my-project

my-project $ rbenv gemset init # NOTE: this will create the gemset under the current ruby version.

my-project $ rbenv gemset list # list all gemsets

my-project $ rbenv gemset active # check this in project folder

my-project $ gem install bundler -v '1.6.0'

my-project $ rbenv rehash

my-project $ bundle install  # install all the gems for the project inside the gemset.

my-project $ rails s -e production # start rails server
my-project $ puma -e production -p 3002 -C config/puma.rb # OR start puma server
# OR start the server you have configured with rails. 

Do this for all the services and see how this is running. The above will install all the gems inside the project gemset that acts like a namespace.

So our aim is to setup all the ruby micro-services in the same machine.

  • I started 10 services together in AWS EC2 (type: t3.small).
  • Database is running in t2.small instance with 2 volumes (EBS) attached.
  • For Background job DB (redis) is running in t2.micro instance.

So for 3 ec2 instance + 2 EBS volumes –$26 + elastic IP addresses ( aws charges some amount – $7.4) 1 month duration, it costs me around $77.8, almost 6k rupees. That means we reduced the aws-cloud cost to half of the previous cost.

Our Challenges with Microservices on AWS ECS

As part of our startup, our predecessors chose to use micro-services for our new website as it is a trending technology.

This decision has many benefits, such as:

  • Scaling a website becomes much easier when using micro-services, as each service can be scaled independently based on its individual needs.
  • The loosely coupled nature of micro-services also allows for easier development and maintenance, as changes to one service do not affect the functionality of other services.
  • Additionally, deployment can be focused on each individual service, making the overall process more efficient.
  • Micro-services also allow for the use of different technologies for each service, providing greater flexibility and the ability to choose the best tools for each task.
  • Finally, testing can be concentrated on one service at a time, allowing for more thorough and effective testing, which can result in higher quality code and a better user experience.

In developing our application with micro-services, we considered the potential problems that we may face in the future. However, it is important to note that we also need to consider whether these problems will have a significant impact compared to the potential disadvantages of using micro-services.

One factor to keep in mind is that our website is currently experiencing low traffic and we are acquiring clients gradually. As such, we need to consider whether the benefits of micro-services outweigh any potential drawbacks for our particular situation.

Regardless, some potential issues with micro-services include increased complexity and overhead in development, as well as potential performance issues when integrating multiple services. Additionally, managing multiple services and ensuring they communicate effectively can also be a challenge.

Despite the benefits of micro-services, we have faced some issues in implementing them. One significant challenge is the increased complexity of deployment and maintenance that comes with having multiple services. This can require more time and resources to manage and can potentially increase the likelihood of errors.

Additionally, the cost of using AWS ECS for hosting all of the micro-services can be higher than using other hosting solutions for a less traffic website. This is something to consider when weighing the benefits and drawbacks of using micro-services for our specific needs.

Another challenge we have faced is managing dependencies between services, which can be difficult to avoid. When one service goes offline, it can cause issues with other services, leading to a “No Service” issue on the website.

Finally, it can be very difficult to go back to a monolithic application even if we combine 3-4 services together, as they may use different software or software versions. This can make it challenging to make changes or updates to the application as a whole.

It is important to carefully consider whether micro-service architecture is the best fit for your business and current situation. If you have a less used website or are just starting your business, it may not be necessary or cost-effective to implement micro-services.

It is important to take the time to evaluate the benefits and drawbacks of using micro-services for your specific needs and budget. Keep in mind that hosting multiple micro-services can come with additional costs, so be prepared to pay a minimum amount for hosting if you decide to go this route.

Ultimately, the decision to use micro-services should be based on a thorough assessment of your business needs and available resources, rather than simply following a trend or industry hype.

Set up:

  • Used AWS ECS (ec2 launch type) with services and task definitions defined
  • 11 Micro-services, 11 containers are spinning
  • Cost: Rs.12k ($160) per month

Workaround:

  • Consider using AWS Fargate type but not sure these issues get resolved
  • Deploy all the services in one EC2 Instance without using ECS

Setup Rspec, factory bot and database cleaner for Rails 5.2.6

To configure the best test suite in Rails using the RSpec framework and other supporting libraries, such as Factory Bot and Database Cleaner, we’ll remove the Rails native test folder and related configurations.

To begin, we’ll add the necessary gems to our Gemfile:

group :development, :test do
  # Rspec testing module and needed libs
  gem 'factory_bot_rails', '5.2.0'
  gem 'rspec-rails', '~> 4.0.0'
end

group :test do
  # db cleaner for test suite 
  gem 'database_cleaner-active_record', '~> 2.0.1'
end

Now do

bunde install # this installs all the above gems

If your Rails application already includes the built-in Rails test suite, you’ll need to remove it in order to use the RSpec module instead.

I recommend using RSpec over the Rails native test module, as RSpec provides more robust helpers and mechanisms for testing.

To disable the Rails test suite, navigate to the application.rb file and comment out the following line:

# require 'rails/test_unit/railtie'

inside the class Application add this line:

# Don't generate system test files.
config.generators.system_tests = nil

Remove the native rails test folder:

rm -r test/

We use factories over fixtures. Remove this line from rails_helper.rb

config.fixture_path = "#{::Rails.root}/spec/fixtures"

and modify this line to:

config.use_transactional_fixtures = false # instead of true

This is for preventing rails to generate the native test files when we run rails generators.

Database Cleaner

Now we configure the database cleaner that is used for managing data in our test cycles.

Open rails_helper.rb file and require that module

require 'rspec/rails'
require 'database_cleaner'  # <= add here

Note: Use only if you run integration tests with capybara or dealing with javascript codes in the test suite.

“Capybara spins up an instance of our Rails app that can’t see our test data transaction so even tho we’ve created a user in our tests, signing in will fail because to the Capybara run instance of our app, there are no users.”

I experienced database credentials issues:

➜ rspec
An error occurred while loading ./spec/models/user_spec.rb.
Failure/Error: ActiveRecord::Migration.maintain_test_schema!

Mysql2::Error::ConnectionError:
  Access denied for user 'username'@'localhost' (using password: NO)

Initially, I planned to use Database Cleaner, but later I realized that an error I was experiencing was actually due to a corrupted credentials.yml.enc file. I’m not sure how it happened.

To check if your credentials are still intact, try editing the file and verifying that the necessary information is still present.

EDITOR="code --wait" bin/rails credentials:edit

Now in the Rspec configuration block we do the Database Cleaner configuration.

Add the following file:

spec/support/database_cleaner.rb

Inside, add the following:

# DB cleaner using database cleaner library
RSpec.configure do |config|
  # This says that before the entire test suite runs, clear 
  # the test database out completely
  config.before(:suite) do
    DatabaseCleaner.strategy = :transaction
    DatabaseCleaner.clean_with(:truncation)
  end

  # This sets the default database cleaning strategy to 
  # be transactions
  config.before(:each) do
    DatabaseCleaner.strategy = :transaction
  end

  # include this if you uses capybara integration tests
  config.before(:each, :js => true) do
    DatabaseCleaner.strategy = :truncation
  end

  # These lines hook up database_cleaner around the beginning 
  # and end of each test, telling it to execute whatever 
  # cleanup strategy we selected
  config.before(:each) do
    DatabaseCleaner.start
  end

  config.after(:each) do
    DatabaseCleaner.clean
  end
end

and be sure to require this file in rails_helper.rb

require 'rspec/rails'
require 'database_cleaner'
require_relative 'support/database_cleaner'  # <= here

Configure Factories

Note: We use factories over fixtures because factories provide better features that make writing test cases an easy task.

Create a folder to generate the factories:

mkdir spec/factories

Rails generators will automatically generate factory files for models inside this folder.

A generator for model automatically creating the following files:

spec/models/model_spec.rb
spec/factories/model.rb

Now lets load Factory bot configuration to rails test suite.

Add the following file:

spec/support/factory_bot.rb

and be sure to require this file in rails_helper.rb

require 'rspec/rails'
require 'database_cleaner'
require_relative 'support/database_cleaner'
require_relative 'support/factory_bot'  # <= here

You can see the following line commented

# Dir[Rails.root.join('spec', 'support', '**', '*.rb')].sort.each { |f| require f }

You can uncomment the line to make all factories available in your test suite, but I don’t recommend this approach as it can slow down test execution. Instead, it’s better to load each factory as needed.

Here’s the final version of the rails_helper.rb file. Note that we won’t be using Capybara for integration tests, so we’re not including the database_cleaner configuration:

# This file is copied to spec/ when you run 'rails generate rspec:install'
require 'spec_helper'
ENV['RAILS_ENV'] ||= 'test'
require File.expand_path('../config/environment', __dir__)
# Prevent database truncation if the environment is production
abort('The Rails environment is running in production mode!') if Rails.env.production?
require 'rspec/rails'
require_relative 'support/factory_bot'

# Checks for pending migrations and applies them before tests are run.
# If you are not using ActiveRecord, you can remove these lines.
begin
  ActiveRecord::Migration.maintain_test_schema!
rescue ActiveRecord::PendingMigrationError => e
  puts e.to_s.strip
  exit 1
end
RSpec.configure do |config|
  # If you're not using ActiveRecord, or you'd prefer not to run each of your
  # examples within a transaction, remove the following line or assign false
  # instead of true.
  config.use_transactional_fixtures = false

  config.infer_spec_type_from_file_location!

  # Filter lines from Rails gems in backtraces.
  config.filter_rails_from_backtrace!
  # arbitrary gems may also be filtered via:
  # config.filter_gems_from_backtrace("gem name")
end

A spec directory look something like this:

spec/
  controllers/
    user_controller_spec.rb
    product_controller_spec.rb
  factories/
    user.rb
    product.rb
  models/
    user_spec.rb
    product_spec.rb
  mailers/
    mailer_spec.rb
  services/
    service_spec.rb  
  rails_helper.rb
  spec_helper.rb

References:

https://github.com/rspec/rspec-rails
https://relishapp.com/rspec/rspec-rails/docs
https://github.com/thoughtbot/factory_bot/blob/master/GETTING_STARTED.md#configure-your-test-suite
https://github.com/DatabaseCleaner/database_cleaner

Model Specs

Lets generate a model spec. A model spec is used to test smaller parts of the system, such as classes or methods.

# RSpec also provides its own spec file generators
➜ rails generate rspec:model user
      create  spec/models/user_spec.rb
      invoke  factory_bot
      create    spec/factories/users.rb

Now run the rpsec command. That’s it. You can see the output from rspec.

➜ rspec
*

Pending: (Failures listed here are expected and do not affect your suite's status)

  1) Item add some examples to (or delete) /home/.../spec/models/user_spec.rb
     # Not yet implemented
     # ./spec/models/user_spec.rb:4

Finished in 0.00455 seconds (files took 1.06 seconds to load)
1 example, 0 failures, 1 pending

Lets discuss how to write a perfect model spec in the next lesson.

AWS SNS: How to send SMS to a topic, OTP SMS, promotional or transactional SMS

You can send SMS in 2 ways using AWS SNS.

  1. Subscribe to a topic that is already created in AWS SNS and send sms to all numbers who has the subscription.
  2. Send SMS directly to a mobile number.

You can find the following aws doc as a starting point from web and it describes how to create a topic, subscribe a topic and sending sms to the mobile numbers.

https://docs.aws.amazon.com/code-samples/latest/catalog/code-catalog-ruby-example_code-sns.html

For the demonstration purpose, I use Ruby here.

  1. Subscribe to a topic and send SMS
require 'aws-sdk-sns'  # v2: require 'aws-sdk'

sns = Aws::SNS::Resource.new(region: 'us-west-2')

topic = sns.topic('arn:aws:sns:us-west-2:123456789:MySampleTextTopic')

topic.publish({
  message: 'Hello!'
})

This assumes you already created a topic inside your aws console:

Goto AWS Console

  1. Open AWS SNS
  2. Goto Left side -> Mobile -> text messaging sms
  3. Create a topic

You can also follow the above link to perform an API to create topic, subscribe to a topic and send sms

2. Send SMS directly to a mobile number (eg: Send OTP SMS)

Either you can use aws console to send the sms or SNS API.

AWS console:

  1. Open AWS SNS
  2. Goto Left side -> Mobile -> text messaging sms
  3. We are using transactional text messages
  4. Goto publish text message
  5. Select transactional, add mobile number and publish it

Almost all cases we use an API for sending OTP SMS. For that follow the steps.

SNS API – Steps

gem install aws-sdk-sns 
require 'aws-sdk-sns'
otp = generate_otp
set_sns_client
set_sns_client_attrs
response = publish_sms(otp)
  • Generate an OTP
def generate_otp
    (1000..9999).to_a.sample
end
  • Set SNS client
def set_sns_client
    @sns_client = Aws::SNS::Client.new(
      region: ENV['AWS_SNS_REGION'],
      access_key_id: ENV['AWS_SNS_ACCESS_KEY'],
      secret_access_key: ENV['AWS_SNS_SECRET_KEY']
    )
end

  • Set SNS client attributes
 def set_sns_client_attrs
    @sns_client.set_sms_attributes({
                                     attributes: {
                                       'DefaultSenderID' => SENDER_ID,
                                       'DefaultSMSType' => SMS_TYPE
                                     }
                                   })
end

  • Publish SMS
def publish_sms(otp)
    @sns_client.publish({
                          phone_number: @mobile_no,
                          message: "#{OTM_MSG} #{otp}"
                        })
  end

Here ,

OTM_MSG: ‘Your OTP for login is’

SMS_TYPE : ‘Transactional’ or ‘Promotional’

If you want to send OTP, then it is ‘Transactional’. Else if you want to send some promotional sms of your product then it is ‘Promotional’

SENDER_ID: is the sms header that you already registered with TRAI.

The Steps to add Sender ID in AWS is given below:

For example suppose your sender id is: Zomato

Follow the steps to add our SENDER ID – Zomato to AWS SNS

  1. Sign in to the Amazon SNS console – https://console.aws.amazon.com/sns/home
  2. On the navigation panel, choose Mobile, Text messaging (SMS).
  3. On the Mobile text messaging (SMS) page, in the Text messaging preferences section, choose Edit.
  4. On the Edit text messaging preferences page, in the Details section, do the following:
  5. For Default sender ID , enter the provided sender ID to be used (Zomato) as the default for all messages from your account.
  6. Choose Save changes.

If you don’t want to register sender id, then skip this method: set_sns_client_attrs and publish the sms. It take the sms as ‘Promotional’ and sender id will be 8 character random number. Amazon use this type of sms from International route and it costs you almost $0.02 (Rs. 1.5) per sms. Very high rate. So I recommend to register any sender id that resembles your product or company name, from Jio trueconnect (that is free, link given below) and use it in SNS.

If you don’t know how to register sender id, follow this:

For AWS SNS service, there is 2 way of sending sms.

  1. Local route
  2. International route

For local route the price is Rs. 0.20 per sms
For international route the price will be Rs 1.58 per sms – too high

by default AWS SNS use International route

If you are from India follow the TRAI registration
For considering local route we have to register our use case and message templates with TRAI .

So first register here:
https://www.vilpower.in/
as an enterprise / company with all company details and our purpose

These registration requirements are designed to reduce the number of unsolicited messages that Indian consumers receive, and to protect consumers from potentially harmful messages

You can Register in Jio for free:

The link to register:
https://trueconnect.jio.com/#/home/entity-registration
Select Principal entity and continue

Recently Indian Govt made DLT Registration mandatory for sending sms.

Example:
Take Msg from AD-ZOMATO , here ZOMATO is 6 char sender id that we can give in the service provider and send sms before. But now we have to register this in DLT then only our service provider can use this.

After registering DLT we get an ENTITY ID. This entity id need to be attached in our’s otp service provider for sending otp msgs.

If you are using SNS service for the first time you should increase your SMS quota:

AWS says:

If you're new to SMS messaging with Amazon SNS, request a monthly SMS spending threshold that meets the expected demands of your SMS use case. By default, your monthly spending threshold is $1.00 (USD). You can request to increase your spending threshold in the same support case that includes your request for a sender ID

Because Amazon SNS is a distributed system, it stops sending SMS messages within minutes of the spending quota being exceeded. During this period, if you continue to send SMS messages, you might incur costs that exceed your quota.

https://docs.aws.amazon.com/sns/latest/dg/channels-sms-awssupport-sender-id.html

Requesting increases to your monthly SMS spending quota for Amazon SNS:

https://docs.aws.amazon.com/sns/latest/dg/channels-sms-awssupport-spend-threshold.html

Currently, Amazon SNS supports SMS messaging in the following AWS Regions:

https://docs.aws.amazon.com/sns/latest/dg/sns-supported-regions-countries.html

Reference:

https://docs.aws.amazon.com/sdk-for-ruby/v2/api/Aws/SNS/Client.html