bmad-method 5.1.2 → 6.0.0-Beta.0

package/src/bmm/testarch/knowledge/data-factories.md

@@ -0,0 +1,500 @@
+# Data Factories and API-First Setup
+
+## Principle
+
+Prefer factory functions that accept overrides and return complete objects (`createUser(overrides)`). Seed test state through APIs, tasks, or direct DB helpers before visiting the UI—never via slow UI interactions. UI is for validation only, not setup.
+
+## Rationale
+
+Static fixtures (JSON files, hardcoded objects) create brittle tests that:
+
+- Fail when schemas evolve (missing new required fields)
+- Cause collisions in parallel execution (same user IDs)
+- Hide test intent (what matters for _this_ test?)
+
+Dynamic factories with overrides provide:
+
+- **Parallel safety**: UUIDs and timestamps prevent collisions
+- **Schema evolution**: Defaults adapt to schema changes automatically
+- **Explicit intent**: Overrides show what matters for each test
+- **Speed**: API setup is 10-50x faster than UI
+
+## Pattern Examples
+
+### Example 1: Factory Function with Overrides
+
+**Context**: When creating test data, build factory functions with sensible defaults and explicit overrides. Use `faker` for dynamic values that prevent collisions.
+
+**Implementation**:
+
+```typescript
+// test-utils/factories/user-factory.ts
+import { faker } from '@faker-js/faker';
+
+type User = {
+  id: string;
+  email: string;
+  name: string;
+  role: 'user' | 'admin' | 'moderator';
+  createdAt: Date;
+  isActive: boolean;
+};
+
+export const createUser = (overrides: Partial<User> = {}): User => ({
+  id: faker.string.uuid(),
+  email: faker.internet.email(),
+  name: faker.person.fullName(),
+  role: 'user',
+  createdAt: new Date(),
+  isActive: true,
+  ...overrides,
+});
+
+// test-utils/factories/product-factory.ts
+type Product = {
+  id: string;
+  name: string;
+  price: number;
+  stock: number;
+  category: string;
+};
+
+export const createProduct = (overrides: Partial<Product> = {}): Product => ({
+  id: faker.string.uuid(),
+  name: faker.commerce.productName(),
+  price: parseFloat(faker.commerce.price()),
+  stock: faker.number.int({ min: 0, max: 100 }),
+  category: faker.commerce.department(),
+  ...overrides,
+});
+
+// Usage in tests:
+test('admin can delete users', async ({ page, apiRequest }) => {
+  // Default user
+  const user = createUser();
+
+  // Admin user (explicit override shows intent)
+  const admin = createUser({ role: 'admin' });
+
+  // Seed via API (fast!)
+  await apiRequest({ method: 'POST', url: '/api/users', data: user });
+  await apiRequest({ method: 'POST', url: '/api/users', data: admin });
+
+  // Now test UI behavior
+  await page.goto('/admin/users');
+  await page.click(`[data-testid="delete-user-${user.id}"]`);
+  await expect(page.getByText(`User ${user.name} deleted`)).toBeVisible();
+});
+```
+
+**Key Points**:
+
+- `Partial<User>` allows overriding any field without breaking type safety
+- Faker generates unique values—no collisions in parallel tests
+- Override shows test intent: `createUser({ role: 'admin' })` is explicit
+- Factory lives in `test-utils/factories/` for easy reuse
+
+### Example 2: Nested Factory Pattern
+
+**Context**: When testing relationships (orders with users and products), nest factories to create complete object graphs. Control relationship data explicitly.
+
+**Implementation**:
+
+```typescript
+// test-utils/factories/order-factory.ts
+import { createUser } from './user-factory';
+import { createProduct } from './product-factory';
+
+type OrderItem = {
+  product: Product;
+  quantity: number;
+  price: number;
+};
+
+type Order = {
+  id: string;
+  user: User;
+  items: OrderItem[];
+  total: number;
+  status: 'pending' | 'paid' | 'shipped' | 'delivered';
+  createdAt: Date;
+};
+
+export const createOrderItem = (overrides: Partial<OrderItem> = {}): OrderItem => {
+  const product = overrides.product || createProduct();
+  const quantity = overrides.quantity || faker.number.int({ min: 1, max: 5 });
+
+  return {
+    product,
+    quantity,
+    price: product.price * quantity,
+    ...overrides,
+  };
+};
+
+export const createOrder = (overrides: Partial<Order> = {}): Order => {
+  const items = overrides.items || [createOrderItem(), createOrderItem()];
+  const total = items.reduce((sum, item) => sum + item.price, 0);
+
+  return {
+    id: faker.string.uuid(),
+    user: overrides.user || createUser(),
+    items,
+    total,
+    status: 'pending',
+    createdAt: new Date(),
+    ...overrides,
+  };
+};
+
+// Usage in tests:
+test('user can view order details', async ({ page, apiRequest }) => {
+  const user = createUser({ email: 'test@example.com' });
+  const product1 = createProduct({ name: 'Widget A', price: 10.0 });
+  const product2 = createProduct({ name: 'Widget B', price: 15.0 });
+
+  // Explicit relationships
+  const order = createOrder({
+    user,
+    items: [
+      createOrderItem({ product: product1, quantity: 2 }), // $20
+      createOrderItem({ product: product2, quantity: 1 }), // $15
+    ],
+  });
+
+  // Seed via API
+  await apiRequest({ method: 'POST', url: '/api/users', data: user });
+  await apiRequest({ method: 'POST', url: '/api/products', data: product1 });
+  await apiRequest({ method: 'POST', url: '/api/products', data: product2 });
+  await apiRequest({ method: 'POST', url: '/api/orders', data: order });
+
+  // Test UI
+  await page.goto(`/orders/${order.id}`);
+  await expect(page.getByText('Widget A x 2')).toBeVisible();
+  await expect(page.getByText('Widget B x 1')).toBeVisible();
+  await expect(page.getByText('Total: $35.00')).toBeVisible();
+});
+```
+
+**Key Points**:
+
+- Nested factories handle relationships (order → user, order → products)
+- Overrides cascade: provide custom user/products or use defaults
+- Calculated fields (total) derived automatically from nested data
+- Explicit relationships make test data clear and maintainable
+
+### Example 3: Factory with API Seeding
+
+**Context**: When tests need data setup, always use API calls or database tasks—never UI navigation. Wrap factory usage with seeding utilities for clean test setup.
+
+**Implementation**:
+
+```typescript
+// playwright/support/helpers/seed-helpers.ts
+import { APIRequestContext } from '@playwright/test';
+import { User, createUser } from '../../test-utils/factories/user-factory';
+import { Product, createProduct } from '../../test-utils/factories/product-factory';
+
+export async function seedUser(request: APIRequestContext, overrides: Partial<User> = {}): Promise<User> {
+  const user = createUser(overrides);
+
+  const response = await request.post('/api/users', {
+    data: user,
+  });
+
+  if (!response.ok()) {
+    throw new Error(`Failed to seed user: ${response.status()}`);
+  }
+
+  return user;
+}
+
+export async function seedProduct(request: APIRequestContext, overrides: Partial<Product> = {}): Promise<Product> {
+  const product = createProduct(overrides);
+
+  const response = await request.post('/api/products', {
+    data: product,
+  });
+
+  if (!response.ok()) {
+    throw new Error(`Failed to seed product: ${response.status()}`);
+  }
+
+  return product;
+}
+
+// Playwright globalSetup for shared data
+// playwright/support/global-setup.ts
+import { chromium, FullConfig } from '@playwright/test';
+import { seedUser } from './helpers/seed-helpers';
+
+async function globalSetup(config: FullConfig) {
+  const browser = await chromium.launch();
+  const page = await browser.newPage();
+  const context = page.context();
+
+  // Seed admin user for all tests
+  const admin = await seedUser(context.request, {
+    email: 'admin@example.com',
+    role: 'admin',
+  });
+
+  // Save auth state for reuse
+  await context.storageState({ path: 'playwright/.auth/admin.json' });
+
+  await browser.close();
+}
+
+export default globalSetup;
+
+// Cypress equivalent with cy.task
+// cypress/support/tasks.ts
+export const seedDatabase = async (entity: string, data: unknown) => {
+  // Direct database insert or API call
+  if (entity === 'users') {
+    await db.users.create(data);
+  }
+  return null;
+};
+
+// Usage in Cypress tests:
+beforeEach(() => {
+  const user = createUser({ email: 'test@example.com' });
+  cy.task('db:seed', { entity: 'users', data: user });
+});
+```
+
+**Key Points**:
+
+- API seeding is 10-50x faster than UI-based setup
+- `globalSetup` seeds shared data once (e.g., admin user)
+- Per-test seeding uses `seedUser()` helpers for isolation
+- Cypress `cy.task` allows direct database access for speed
+
+### Example 4: Anti-Pattern - Hardcoded Test Data
+
+**Problem**:
+
+```typescript
+// ❌ BAD: Hardcoded test data
+test('user can login', async ({ page }) => {
+  await page.goto('/login');
+  await page.fill('[data-testid="email"]', 'test@test.com'); // Hardcoded
+  await page.fill('[data-testid="password"]', 'password123'); // Hardcoded
+  await page.click('[data-testid="submit"]');
+
+  // What if this user already exists? Test fails in parallel runs.
+  // What if schema adds required fields? Test breaks.
+});
+
+// ❌ BAD: Static JSON fixtures
+// fixtures/users.json
+{
+  "users": [
+    { "id": 1, "email": "user1@test.com", "name": "User 1" },
+    { "id": 2, "email": "user2@test.com", "name": "User 2" }
+  ]
+}
+
+test('admin can delete user', async ({ page }) => {
+  const users = require('../fixtures/users.json');
+  // Brittle: IDs collide in parallel, schema drift breaks tests
+});
+```
+
+**Why It Fails**:
+
+- **Parallel collisions**: Hardcoded IDs (`id: 1`, `email: 'test@test.com'`) cause failures when tests run concurrently
+- **Schema drift**: Adding required fields (`phoneNumber`, `address`) breaks all tests using fixtures
+- **Hidden intent**: Does this test need `email: 'test@test.com'` specifically, or any email?
+- **Slow setup**: UI-based data creation is 10-50x slower than API
+
+**Better Approach**: Use factories
+
+```typescript
+// ✅ GOOD: Factory-based data
+test('user can login', async ({ page, apiRequest }) => {
+  const user = createUser({ email: 'unique@example.com', password: 'secure123' });
+
+  // Seed via API (fast, parallel-safe)
+  await apiRequest({ method: 'POST', url: '/api/users', data: user });
+
+  // Test UI
+  await page.goto('/login');
+  await page.fill('[data-testid="email"]', user.email);
+  await page.fill('[data-testid="password"]', user.password);
+  await page.click('[data-testid="submit"]');
+
+  await expect(page).toHaveURL('/dashboard');
+});
+
+// ✅ GOOD: Factories adapt to schema changes automatically
+// When `phoneNumber` becomes required, update factory once:
+export const createUser = (overrides: Partial<User> = {}): User => ({
+  id: faker.string.uuid(),
+  email: faker.internet.email(),
+  name: faker.person.fullName(),
+  phoneNumber: faker.phone.number(), // NEW field, all tests get it automatically
+  role: 'user',
+  ...overrides,
+});
+```
+
+**Key Points**:
+
+- Factories generate unique, parallel-safe data
+- Schema evolution handled in one place (factory), not every test
+- Test intent explicit via overrides
+- API seeding is fast and reliable
+
+### Example 5: Factory Composition
+
+**Context**: When building specialized factories, compose simpler factories instead of duplicating logic. Layer overrides for specific test scenarios.
+
+**Implementation**:
+
+```typescript
+// test-utils/factories/user-factory.ts (base)
+export const createUser = (overrides: Partial<User> = {}): User => ({
+  id: faker.string.uuid(),
+  email: faker.internet.email(),
+  name: faker.person.fullName(),
+  role: 'user',
+  createdAt: new Date(),
+  isActive: true,
+  ...overrides,
+});
+
+// Compose specialized factories
+export const createAdminUser = (overrides: Partial<User> = {}): User => createUser({ role: 'admin', ...overrides });
+
+export const createModeratorUser = (overrides: Partial<User> = {}): User => createUser({ role: 'moderator', ...overrides });
+
+export const createInactiveUser = (overrides: Partial<User> = {}): User => createUser({ isActive: false, ...overrides });
+
+// Account-level factories with feature flags
+type Account = {
+  id: string;
+  owner: User;
+  plan: 'free' | 'pro' | 'enterprise';
+  features: string[];
+  maxUsers: number;
+};
+
+export const createAccount = (overrides: Partial<Account> = {}): Account => ({
+  id: faker.string.uuid(),
+  owner: overrides.owner || createUser(),
+  plan: 'free',
+  features: [],
+  maxUsers: 1,
+  ...overrides,
+});
+
+export const createProAccount = (overrides: Partial<Account> = {}): Account =>
+  createAccount({
+    plan: 'pro',
+    features: ['advanced-analytics', 'priority-support'],
+    maxUsers: 10,
+    ...overrides,
+  });
+
+export const createEnterpriseAccount = (overrides: Partial<Account> = {}): Account =>
+  createAccount({
+    plan: 'enterprise',
+    features: ['advanced-analytics', 'priority-support', 'sso', 'audit-logs'],
+    maxUsers: 100,
+    ...overrides,
+  });
+
+// Usage in tests:
+test('pro accounts can access analytics', async ({ page, apiRequest }) => {
+  const admin = createAdminUser({ email: 'admin@company.com' });
+  const account = createProAccount({ owner: admin });
+
+  await apiRequest({ method: 'POST', url: '/api/users', data: admin });
+  await apiRequest({ method: 'POST', url: '/api/accounts', data: account });
+
+  await page.goto('/analytics');
+  await expect(page.getByText('Advanced Analytics')).toBeVisible();
+});
+
+test('free accounts cannot access analytics', async ({ page, apiRequest }) => {
+  const user = createUser({ email: 'user@company.com' });
+  const account = createAccount({ owner: user }); // Defaults to free plan
+
+  await apiRequest({ method: 'POST', url: '/api/users', data: user });
+  await apiRequest({ method: 'POST', url: '/api/accounts', data: account });
+
+  await page.goto('/analytics');
+  await expect(page.getByText('Upgrade to Pro')).toBeVisible();
+});
+```
+
+**Key Points**:
+
+- Compose specialized factories from base factories (`createAdminUser` → `createUser`)
+- Defaults cascade: `createProAccount` sets plan + features automatically
+- Still allow overrides: `createProAccount({ maxUsers: 50 })` works
+- Test intent clear: `createProAccount()` vs `createAccount({ plan: 'pro', features: [...] })`
+
+## Integration Points
+
+- **Used in workflows**: `*atdd` (test generation), `*automate` (test expansion), `*framework` (factory setup)
+- **Related fragments**:
+  - `fixture-architecture.md` - Pure functions and fixtures for factory integration
+  - `network-first.md` - API-first setup patterns
+  - `test-quality.md` - Parallel-safe, deterministic test design
+
+## Cleanup Strategy
+
+Ensure factories work with cleanup patterns:
+
+```typescript
+// Track created IDs for cleanup
+const createdUsers: string[] = [];
+
+afterEach(async ({ apiRequest }) => {
+  // Clean up all users created during test
+  for (const userId of createdUsers) {
+    await apiRequest({ method: 'DELETE', url: `/api/users/${userId}` });
+  }
+  createdUsers.length = 0;
+});
+
+test('user registration flow', async ({ page, apiRequest }) => {
+  const user = createUser();
+  createdUsers.push(user.id);
+
+  await apiRequest({ method: 'POST', url: '/api/users', data: user });
+  // ... test logic
+});
+```
+
+## Feature Flag Integration
+
+When working with feature flags, layer them into factories:
+
+```typescript
+export const createUserWithFlags = (
+  overrides: Partial<User> = {},
+  flags: Record<string, boolean> = {},
+): User & { flags: Record<string, boolean> } => ({
+  ...createUser(overrides),
+  flags: {
+    'new-dashboard': false,
+    'beta-features': false,
+    ...flags,
+  },
+});
+
+// Usage:
+const user = createUserWithFlags(
+  { email: 'test@example.com' },
+  {
+    'new-dashboard': true,
+    'beta-features': true,
+  },
+);
+```
+
+_Source: Murat Testing Philosophy (lines 94-120), API-first testing patterns, faker.js documentation._