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sure/docs/llm-guides/testing.md
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Juan José Mata 157daf5176 Consolidate repository instructions after auditing their history (#3409)
* Document instruction inventory and preservation decisions

Trace main history from September 2025 through September 2026, including earlier policy origins. Record preserved requirements, detailed-guide destinations, stale facts, harness boundaries and explicit policy-strength decisions before consolidating instruction sources.

* Consolidate repository instructions into shared guidance

Keep AGENTS concise and vendor neutral, move detailed conventions into shared guides, and use thin adapters with preserved Cursor scopes. Preserve the strict pre-PR checks globally and document the stronger scope, retired migration pin and rule-generation trigger. Update existing API guidance verification without changing application behavior.

* Narrow the always-on Cursor UI adapter and correct the SimpleFIN comment

Split the design-system guidance out of docs/llm-guides/ui.md into
docs/llm-guides/design-system.md. The ui-ux-design-guidelines rule is
alwaysApply: true, so importing all of ui.md loaded the Stimulus,
localization and ViewComponent guidance (previously confined to scoped
rules) on every Cursor session; the always-on adapter now imports only the
design-system guide, matching the scope it had before the consolidation.
view_conventions and stimulus_conventions keep the full UI guide.

Also correct the stale Provider::Simplefin header comment: pending
inclusion defaults on and is resolved by the importer (explicit argument,
then SIMPLEFIN_INCLUDE_PENDING, then Setting.syncs_include_pending); the
previous comment described the flag as default-off.

* Read guidance files as UTF-8 in the API consistency validators

The frontmatter regex match ran against content read with the locale
default external encoding; the Cursor rule's description contains an em
dash, so under US-ASCII (LC_ALL=C) Regexp#match raised ArgumentError,
breaking the standalone no-Rails fallback the docs point contributors to.
Read all checked files with an explicit UTF-8 encoding in both the
standalone script and the Rails test.
2026-09-06 07:14:43 +02:00

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Markdown

# Testing
Use Rails Minitest and fixtures for behavioral tests; do not introduce RSpec
behavioral tests or factories. RSpec/rswag is the explicit exception for
[OpenAPI documentation only](api-endpoint-consistency.md).
- Mirror `app/` under `test/` and name files `*_test.rb`.
- Keep fixtures small: normally two or three per model representing base cases.
Create edge cases within the test that needs them. Use Rails helpers for large
data sets, such as [`EntriesTestHelper`](../../test/support/entries_test_helper.rb).
- Write tests while implementing critical behavior. Prefer unit tests plus focused
integration tests; use system tests sparingly for critical user flows.
- Test code paths that significantly increase confidence. Do not add tests merely
to verify ActiveRecord's built-in persistence or duplicate another class's tests.
- Respect class boundaries: verify query outputs and that commands receive the
correct arguments. Do not inspect another class's internal implementation.
- Use Mocha for stubs/mocks. Prefer `OpenStruct` for mock instances, or a small mock
class for complex cases. Only mock what the test needs; do not stub return values
that are irrelevant to the behavior under test.
- Use VCR for external API calls and existing cassettes in `test/vcr_cassettes/`.
Keep credentials out of recordings; filters and shared setup live in
[`test/test_helper.rb`](../../test/test_helper.rb).
For example, when testing an orchestrator, set the command expectation before
calling the subject, then check the subject's returned result:
```ruby
test "passes the result to the processor" do
CustomEventProcessor.expects(:process_result).with(4).once
assert_equal 4, ExampleClass.new.do_something
end
```
This illustrates a test boundary; it does not prescribe new classes. Follow existing
model/controller tests for real fixtures and API setup.
Use the commands and full [pre-PR checklist](development.md#before-opening-a-pull-request).
API changes also require the [post-commit consistency checklist](api-endpoint-consistency.md).