# Test fixtures

## Test hygiene

> Take nothing but memories, leave nothing but footprints.

> ― Chief Si’ahl

Ideally, a test should leave the world exactly as it found it. But you often need to make changes to exercise every part of your code:

- Create a file or directory
- Create a resource on an external system
- Set an R option
- Set an environment variable
- Change working directory
- Change an aspect of the tested package’s state

How can you clean up these changes to get back to a clean slate? Scrupulous attention to cleanup is more than just courtesy or being fastidious. It’s also self-serving. The state of the world after test `i` is the starting state for test `i + 1`. Tests that change state willy-nilly eventually end up interfering with each other in ways that can be very difficult to debug.

Most tests are written with an implicit assumption about the starting state, usually whatever tabula rasa means for the target domain of your package. If you accumulate enough sloppy tests, you will eventually find yourself asking the programming equivalent of questions like “Who forgot to turn off the oven?” and “Who didn’t clean up after the dog?” (If you’ve got yourself into this state, testthat provides another tool to help you figure out exactly which test is to blame: `set_state_inspector()`.)

It’s also important that your setup and cleanup are easy to use when working interactively. When a test fails, you want to be able to quickly recreate the exact environment in which the test is run so you can interactively experiment to figure out what went wrong.

This article introduces a powerful technique that allows you to solve both problems: test fixtures. We’ll begin by discussing some canned tools, then learn about the underlying theory, discuss exactly what a test fixture is, and finish with a few examples.

    library(testthat)

## `local_` helpers

We’ll begin by giving you the minimal knowledge needed to change global state just within your test. The withr package provides a number of functions that temporarily change the state of the world, carefully undoing the changes when the current function or test finishes:

Do / undo this | withr function
--- | ---
Create a file | `local_tempfile()`
Create a directory | `local_tempdir()`
Set an R option | `local_options()`
Set an environment variable | `local_envvar()`
Change working directory | `local_dir()`

(You can see a full list at https://withr.r-lib.org/ but these five are by far the most commonly used.)

These allow you to control options that would otherwise be painful. For example, imagine you’re testing base R code that rounds numbers to a fixed number of places when printing. You could write code like this:

    test_that("print() respects digits option", {
      x <- 1.23456789

      withr::local_options(digits = 1)
      expect_equal(capture.output(x), "[1] 1")

      withr::local_options(digits = 5)
      expect_equal(capture.output(x), "[1] 1.2346")
    })
    #> Test passed with 2 successes 🎉.

If you write a lot of code like this in your tests, you might decide you want a helper function or test fixture that reduces the duplication. Fortunately withr’s local functions allow us to solve this problem by providing an `.local_envir` or `envir` argument that controls when cleanup occurs. The exact details of how this works are rather complicated, but fortunately there’s a common pattern you can use without understanding all the details. Your helper function should always have an `env` argument that defaults to `parent.frame()`, which you pass to the `.local_envir` argument of `local_()`:

    local_digits <- function(sig_digits, env = parent.frame()) {
      withr::local_options(digits = sig_digits, .local_envir = env)

      # mark that this function is called for its side-effects not its return value
      invisible()
    }

## Foundations

Before we go further, let’s lay some foundations to help you understand how `local_` functions work. We’ll motivate the discussion with a `sloppy()` function that prints a number with a specific number of significant digits by adjusting an R option:

    sloppy <- function(x, sig_digits) {
      options(digits = sig_digits)
      print(x)
    }

    pi
    #> [1] 3.141593
    sloppy(pi, 2)
    #> [1] 3.1
    pi
    #> [1] 3.1

Notice how `pi` prints differently before and after the call to `sloppy()`. Calling `sloppy()` has a side effect: it changes the `digits` option globally, not just within its own scope. This is what we want to avoid1.

### `on.exit()`

The first function you need to know about is base R’s `on.exit()`. `on.exit()` calls the code supplied to its first argument when the current function exits, regardless of whether it returns a value or throws an error. You can use `on.exit()` to clean up after yourself by ensuring that every mess-making function call is paired with an `on.exit()` call that cleans up.

We can use this idea to turn `sloppy()` into `neat()`:

    neat <- function(x, sig_digits) {
      op <- options(digits = sig_digits)
      on.exit(options(op), add = TRUE, after = FALSE)
      print(x)
    }

    pi
    #> [1] 3.141593
    neat(pi, 2)
    #> [1] 3.1
    pi
    #> [1] 3.141593

Here we make use of a useful pattern that `options()` implements: when you call `options(digits = sig_digits)`, it both sets the `digits` option and (invisibly) returns the previous value of digits. We can then use that value to restore the previous options.

`on.exit()` also works in tests:

    test_that("can print one digit of pi", {
      op <- options(digits = 1)
      on.exit(options(op), add = TRUE, after = FALSE)

      expect_output(print(pi), "3")
    })
    #> Test passed with 1 success 😀.
    pi
    #> [1] 3.141593

There are three main drawbacks to `on.exit()`:

- You should always call it with `add = TRUE` and `after = FALSE`. These ensure that the call is added to the list of deferred tasks (instead of replacing them) and is added to the front of the stack (not the back), so that cleanup occurs in reverse order to setup. These arguments only matter if you’re using multiple `on.exit()` calls, but it’s a good habit to always use them to avoid potential problems down the road.

- It doesn’t work outside a function or test. If you run the following code in the global environment, you won’t get an error, but the cleanup code will never be run:

      op <- options(digits = 1)
      on.exit(options(op), add = TRUE, after = FALSE)

  This is annoying when you are running tests interactively.

- You can’t program with it; `on.exit()` always works inside the current function, so you can’t wrap up repeated `on.exit()` code in a helper function.

To resolve these drawbacks, we use `withr::defer()`.

### `withr::defer()`

`withr::defer()` resolves the main drawbacks of `on.exit()`. First, it has the behavior we want by default; no extra arguments needed:

    neat <- function(x, sig_digits) {
      op <- options(digits = sig_digits)
      withr::defer(options(op))
      print(x)
    }

Second, it works when called in the global environment. Since the global environment isn’t perishable, like a test environment is, you have to call `deferred_run()` explicitly to execute the deferred events. You can also clear them, without running, with `deferred_clear()`.

    withr::defer(print("hi"))
    #> Setting deferred event(s) on global environment.
    #>   * Execute (and clear) with `deferred_run()`.
    #>   * Clear (without executing) with `deferred_clear()`.

    withr::deferred_run()
    #> [1] "hi"

Finally, `withr::defer()` lets you pick which function to bind the cleanup behavior to. This makes it possible to create helper functions.

### “Local” helpers

Imagine we have many functions where we want to temporarily set the digits option. Wouldn’t it be nice if we could write a helper function to automate this? Unfortunately, we can’t write a helper with `on.exit()`:

    local_digits <- function(sig_digits) {
      op <- options(digits = sig_digits)
      on.exit(options(op), add = TRUE, after = FALSE)
    }
    neater <- function(x, sig_digits) {
      local_digits(1)
      print(x)
    }
    neater(pi)
    #> [1] 3.141593

This code doesn’t work because the cleanup happens too soon, when `local_digits()` exits, not when `neater()` finishes.

Fortunately, `withr::defer()` allows us to solve this problem by providing an `envir` argument that allows you to control when cleanup occurs. The exact details of how this works are rather complicated, but fortunately there’s a common pattern you can use without understanding all the details. Your helper function should always have an `env` argument that defaults to `parent.frame()`, which you pass to the second argument of `defer()`:

    local_digits <- function(sig_digits, env = parent.frame()) {
      op <- options(digits = sig_digits)
      withr::defer(options(op), env)
    }

    neater(pi)
    #> [1] 3

Just like `on.exit()` and `defer()`, our helper also works within tests:

    test_that("withr lets us write custom helpers for local state manipulation", {
      local_digits(1)
      expect_output(print(exp(1)), "3")

      local_digits(3)
      expect_output(print(exp(1)), "2.72")
    })
    #> Test passed with 2 successes 🥇.

    print(exp(1))
    #> [1] 2.718282

We always call these helper functions `local_*`; “local” here refers to the fact that the state change persists only locally, for the lifetime of the associated function or test. Another reason we call them “local” is that you can also use the `local()` function if you want to scope their effect to a smaller part of the test:

    test_that("local_options() only affects a minimal amount of code", {
      withr::local_options(x = 1)
      expect_equal(getOption("x"), 1)

      local({
        withr::local_options(x = 2)
        expect_equal(getOption("x"), 2)
      })

      expect_equal(getOption("x"), 1)
    })
    #> Test passed with 3 successes 🥇.

    getOption("x")
    #> NULL

## Test fixtures

Testing is often demonstrated with cute little tests and functions where all the inputs and expected results can be inlined. But in real packages, things aren’t always so simple, and functions often depend on global state. For example, take this variant on `message()` that only shows a message if the `verbose` option is `TRUE`. How would you test that setting the option does indeed silence the message?

    message2 <- function(...) {
      if (!isTRUE(getOption("verbose"))) {
        return()
      }
      message(...)
    }

In some cases, it’s possible to make the global state an explicit argument to the function. For example, we could refactor `message2()` to make the verbosity an explicit argument:

    message3 <- function(..., verbose = getOption("verbose")) {
      if (!isTRUE(verbose)) {
        return()
      }
      message(...)
    }

Making external state explicit is often worthwhile because it makes clearer exactly what inputs determine the outputs of your function. But it’s simply not possible in many cases. That’s where test fixtures come in: they allow you to temporarily change global state to test your function. Test fixture is a pre-existing term in the software engineering world (and beyond):

> A test fixture is something used to consistently test some item, device, or piece of software.

> — Wikipedia

A test fixture is just a `local_*` function that you use to change state in such a way that you can reach inside and test parts of your code that would otherwise be challenging. For example, here’s how you could use `withr::local_options()` as a test fixture to test `message2()`:

    test_that("message2() output depends on verbose option", {
      withr::local_options(verbose = TRUE)
      expect_message(message2("Hi!"))

      withr::local_options(verbose = FALSE)
      expect_message(message2("Hi!"), NA)
    })
    #> Test passed with 2 successes 🎊.

### Case study: usethis

One place that we use test fixtures extensively is in the usethis package (usethis.r-lib.org), which provides functions for looking after the files and folders in R projects, especially packages. Many of these functions only make sense in the context of a package, which means to test them, we also have to be working inside an R package. We need a way to quickly spin up a minimal package in a temporary directory, then test some functions against it, then destroy it.

To solve this problem we create a test fixture, which we place in `R/test-helpers.R` so that it’s available for both testing and interactive experimentation:

    local_create_package <- function(dir = file_temp(), env = parent.frame()) {
      old_project <- proj_get_()

      # create new folder and package
      create_package(dir, open = FALSE) # A
      withr::defer(fs::dir_delete(dir), envir = env) # -A

      # change working directory
      withr::local_dir(dir, .local_envir = env) # B + -B

      # switch to new usethis project
      proj_set(dir) # C
      withr::defer(proj_set(old_project, force = TRUE), envir = env) # -C

      dir
    }

Note that the cleanup automatically unfolds in the opposite order from the setup. Setup is `A`, then `B`, then `C`; cleanup is `-C`, then `-B`, then `-A`. This is important because we must create directory `dir` before we can make it the working directory, and we must restore the original working directory before we can delete `dir`—we can’t delete `dir` while it’s still the working directory!

`local_create_package()` is used in over 170 tests. Here’s one example that checks that `usethis::use_roxygen_md()` does the setup necessary to use roxygen2 in a package, with markdown support turned on. All 3 expectations consult the DESCRIPTION file, directly or indirectly. So it’s very convenient that `local_create_package()` creates a minimal package, with a valid `DESCRIPTION` file, for us to test against. And when the test is done — poof! — the package is gone.

    test_that("use_roxygen_md() adds DESCRIPTION fields", {
      pkg <- local_create_package()
      use_roxygen_md()

      expect_true(uses_roxygen_md())
      expect_equal(desc::desc_get("Roxygen", pkg)[[1]], "list(markdown = TRUE)")
      expect_true(desc::desc_has_fields("RoxygenNote", pkg))
    })

## Scope

So far we have applied our test fixture to individual tests, but it’s also possible to apply them to a file or package.

### File

If you move the `local_*()` call outside of a `test_that()` block, it will affect all tests that come after it. This means that by calling the test fixture at the top of the file, you can change the behavior for all tests. This has both advantages and disadvantages:

- If you would otherwise have called the fixture in every test, you’ve saved yourself a bunch of work and duplicate code.

- On the downside, if your test fails and you want to recreate the failure in an interactive environment so you can debug, you need to remember to run all the setup code at the top of the file first.

Generally, I think it’s better to copy and paste test fixtures across many tests — sure, it adds some duplication to your code, but it makes debugging test failures so much easier.

### Package

To run code before any test is run, you can create a file called `tests/testthat/setup.R`. If the code in this file needs clean up, you can use the special `teardown_env()`:

    # Run before any test
    write.csv(mtcars, "mtcars.csv")

    # Run after all tests
    withr::defer(unlink("mtcars.csv"), teardown_env())

Setup code is typically best used to create external resources that are needed by many tests. It’s best kept to a minimum because you will have to manually run it before interactively debugging tests.

## Other challenges

A collection of miscellaneous problems that don’t fit elsewhere:

- There are a few base functions that are hard to test because they depend on state that you can’t control. One such example is `interactive()`: there’s no way to write a test fixture that allows you to pretend that interactive is either `TRUE` or `FALSE`. So we now usually use `rlang::is_interactive()`, which can be controlled by the `rlang_interactive` option.

- If you’re using a test fixture in a function, be careful about what you return. For example, if you write a function that does `dir <- create_local_package()`, you shouldn’t return `dir`, because after the function returns, the directory will no longer exist.

1. Don’t worry, I’m restoring global state (specifically, the `digits` option) behind the scenes here.↩︎