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https://github.com/infinum/dox

Automated API documentation from Rspec
https://github.com/infinum/dox

open-source ruby

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Automated API documentation from Rspec

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# Dox

Automate your documentation writing process! Dox generates API documentation from Rspec controller/request specs in a Rails application. It formats the tests output in the [OpenApi](https://www.openapis.org/) format. Use the ReDoc renderer for generating and displaying the documentation as HTML.

Here's a [demo app](https://github.com/infinum/dox-demo).

## Installation

Add this line to your application's Gemfile:

```ruby
group :test do
gem 'dox', require: false
end
```

And then execute:

```
$ bundle
```

Or install it yourself as:

```
$ gem install dox
```

## Usage

### Require it
Require Dox in the rails_helper:

``` ruby
require 'dox'
```

### Configure it
Set these optional options in the rails_helper:

| Option | Value | Description |
| -- | -- | -- |
| descriptions_location | Pathname instance or fullpath string (can be an array) | Folder containing markdown descriptions of resources. |
| schema_request_folder_path | Pathname instance or fullpath string | Folder with request schemas of resources. |
| schema_response_folder_path | Pathname instance or fullpath string | Folder with response schemas of resources. |
| schema_response_fail_file_path | Pathname instance or fullpath string | Json file that contains the default schema of a failed response. |
| openapi_version | string | Openapi version (default: '3.0.0' ) |
| api_version | string | Api Version (default: '1.0') |
| title | string | Documentation title (default: 'API Documentation') |
| header_description | Pathname instance or string | Description (header) of the documentation (default: ''). If pathname ends with `.md`, the file is looked in `descriptions_location` folder |
| headers_whitelist | Array of headers (strings) | Requests and responses will by default list only `Content-Type` header. To list other http headers, you must whitelist them.|
| check_file_presence_on_init | boolean | Option defaults to true. In case an .md file doesn't exist, dox won't wait for the specs to pass before attempting to print the documentation. It will raise an error early during resource initialization. If you're calling Dox.configure multiple times during the spec suite, you might want to set this to false. |

Example:

``` ruby
Dox.configure do |config|
config.descriptions_location = Rails.root.join('spec/docs/v1/descriptions')
config.schema_request_folder_path = Rails.root.join('spec/docs/v1/schemas')
config.schema_response_folder_path = Rails.root.join('spec/support/v1/schemas')
config.schema_response_fail_file_path = Rails.root.join('spec/support/v1/schemas/error.json')
config.headers_whitelist = ['Accept', 'X-Auth-Token']
config.title = 'API'
config.api_version = '2.0'
config.header_description = 'api_description.md'
end
```

### Basic example

Define a descriptor module for a resource using Dox DSL:

``` ruby
module Docs
module V1
module Bids
extend Dox::DSL::Syntax

# define common resource data for each action
document :api do
resource 'Bids' do
group 'Bids'
desc 'bids.md'
end
end

# define data for specific action
document :index do
action 'Get bids'
end
end
end
end

```
You can define the descriptors for example in specs/docs folder, just make sure you load them in the rails_helper.rb:

``` ruby
Dir[Rails.root.join('spec/docs/**/*.rb')].each { |f| require f }
```

Include the descriptor modules in a controller and tag the specs you want to document with **dox**:

``` ruby
describe Api::V1::BidsController, type: :controller do
# include resource module
include Docs::V1::Bids::Api

describe 'GET #index' do
# include action module
include Docs::V1::Bids::Index

it 'returns a list of bids', :dox do
get :index
expect(response).to have_http_status(:ok)
end
end
end
```

And [generate the documentation](#generate-documentation).

### Advanced options

Before running into any more details, here's roughly how the generated OpenApi document is structured:

- openapi
- info
- paths
- action 1
- tag1
- example 1
- example 2
- action 2
- tag2
- example 3
- x-tagGroups
- tags1
- tag 1
- tag 2
- tags2
- tag 3
- tag 4
- tags
- tag1
- tag2

OpenApi and info are defined in a json file as mentioned before. Examples are concrete test examples (you can have multiple examples for both happy and fail paths). They are completely automatically generated from the request/response objects.
And you can customize the following in the descriptors:

- x-tagGroup (**resourceGroup**)
- tag (**resource**)
- action
- example

#### ResourceGroup

ResourceGroup contains related resources and is defined with:
- **name** (required)
- desc (optional, inline string or relative filepath)

Example:
``` ruby
document :bids_group do
group 'Bids' do
desc 'Here are all bid related resources'
end
end
```

You can omit defining the resource group, if you don't have any description for it. Related resources will be linked in a group by the group option at the resource definition.

#### Resource
Resource contains actions and is defined with:
- **name** (required)
- **group** (required; to associate it with the related group)
- desc (optional; inline string or relative filepath)

Example:
``` ruby
document :bids do
resource 'Bids' do
group 'Bids'
desc 'bids/bids.md'
end
end
```

Usually you'll want to define resourceGroup and resource together, so you don't have to include 2 modules with common data per spec file:

``` ruby
document :bids_common do
group 'Bids' do
desc 'Here are all bid related resources'
end

resource 'Bids' do
group 'Bids'
desc 'bids/bids.md'
end
end
```

#### Action
Action contains examples and is defined with:
- **name** (required)
- path* (optional)
- verb* (optional)
- params (optional; _depricated_)
- query_params (optional; [more info](https://swagger.io/docs/specification/describing-parameters/#query-parameters))
- desc (optional; inline string or relative filepath)
- request_schema (optional; inline string or relative filepath)
- response_schema_success (optional; inline string or relative filepath)
- response_schema_fail (optional; inline string or relative filepath)

\* these optional attributes are guessed (if not defined) from the request object of the test example and you can override them.

Example:

``` ruby
show_params = { id: { type: :number, required: :required, value: 1, description: 'bid id' } }
query_params = [ {
"in": "query",
"name": "filter",
"required": false,
"style": "deepObject",
"explode": true,
"schema": {
"type": "object",
"required": ["updated_at_gt"],
"example": {
"updated_at_gt": "2018-02-03 10:30:00"
},
"properties": {
"updated_at_gt": {
"type": "string",
"title": "date"
}
}
}
]

document :action do
action 'Get bid' do
path '/bids/{id}'
verb 'GET'
params show_params
query_params query_params
desc 'Some description for get bid action'
request_schema 'namespace/bids'
response_schema_success 'namespace/bids_s'
response_schema_fail 'namespace/bids_f'
end
end
```

### Generate documentation
Documentation is generated in 2 steps:

1. generate OpenApi json file:
```bundle exec rspec --tag apidoc -f Dox::Formatter --order defined --tag dox --out spec/api_doc/v1/schemas/docs.json```

2. render HTML with Redoc:
```redoc-cli bundle -o public/api/docs/v2/docs.html spec/api_doc/v1/schemas/docs.json```

#### Use rake tasks
It's recommendable to write a few rake tasks to make things easier. Here's an example:

```ruby
namespace :dox do
desc 'Generate API documentation markdown'

task :json, [:version, :docs_path, :host] => :environment do |_, args|
require 'rspec/core/rake_task'
version = args[:version] || :v1

RSpec::Core::RakeTask.new(:api_spec) do |t|
t.pattern = "spec/requests/api/#{version}"
t.rspec_opts =
"-f Dox::Formatter --tag dox --order defined --out spec/docs/#{version}/apispec.json"
end

Rake::Task['api_spec'].invoke
end

task :html, [:version, :docs_path, :host] => :json do |_, args|
version = args[:version] || :v1
docs_path = args[:docs_path] || "api/#{version}/docs"

`yarn run redoc-cli bundle -o public/#{docs_path}/index.html spec/docs/#{version}/apispec.json`
end

task :open, [:version, :docs_path, :host] => :html do |_, args|
version = args[:version] || :v1
docs_path = args[:docs_path] || "api/#{version}/docs"

`open public/#{docs_path}/index.html`
end
end
```

#### Renderers
You can render the HTML yourself with ReDoc:

- [Redoc](https://github.com/Redocly/redoc)

### Common issues

You might experience some strange issues when generating the documentation. Here are a few examples of what we've encountered so far.

#### Uninitialized constant errors

There seems to be a problem with **rspec-rails** versions 3.7 and later not automatically requiring the project's rails_helper.rb when run with the `--format` flag.

To fix this issue, generate your documentation with `--require rails_helper`:
## Development

After checking out the repo, run `bin/setup` to install dependencies. Then, run `rake spec` to run the tests. You can also run `bin/console` for an interactive prompt that will allow you to experiment.

To install this gem onto your local machine, run `bundle exec rake install`. To release a new version, update the version number in `version.rb`, and then run `bundle exec rake release`, which will create a git tag for the version, push git commits and tags, and push the `.gem` file to [rubygems.org](https://rubygems.org).

## Contributing

Bug reports and pull requests are welcome on GitHub at https://github.com/infinum/dox. This project is intended to be a safe, welcoming space for collaboration, and contributors are expected to adhere to the [Contributor Covenant](http://contributor-covenant.org) code of conduct.

## Credits
Dox is maintained and sponsored by [Infinum](https://infinum.co).

Infinum

## License

The gem is available as open source under the terms of the [MIT License](http://opensource.org/licenses/MIT).