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Dev docs on profile evaluations (#6813)
Signed-off-by: Nik08 <nikita.mathur@progress.com>
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Nikita Mathur
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dev-docs/profile-evaluations.md
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dev-docs/profile-evaluations.md
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# Profile Evaluations and everything else around profile
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In this document following topics will be covered:
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- How profiles are initialised?
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- How profiles are evaluated in different InSpec CLI commands?
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- Why do we load profile context?
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- How runner is using rspec and running profile tests?
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## How profiles are initialised?
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Profiles are initialised using `Profile.for_path` method which is called via `Profile.for_target` method which resolves the target and calls `Profile.for_fetcher` to fetch profile from a remote location using the fetcher object.
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Finally `Profile.for_path` is called via `Profile.for_fetcher` method which creates a new instance of `Inspec::Profile` class for a given path by resolving the path.
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This is how profile is initialised while using InSpec profiles in InSpec commands like exec, archive, check, export and json.
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### Backtrace of the flow:
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#0 Inspec::Profile.initialize(source_reader#SourceReaders::InspecReader, options#Hash) at chef/inspec/lib/inspec/profile.rb:148
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ͱ-- #1 Class.new(*args) at chef/inspec/lib/inspec/profile.rb:64
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#2 #<Class:Inspec::Profile>.for_path(path#String, opts#Hash) at chef/inspec/lib/inspec/profile.rb:64
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#3 #<Class:Inspec::Profile>.for_fetcher(fetcher#Inspec::CachedFetcher, config#Hash) at chef/inspec/lib/inspec/profile.rb:71
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#4 #<Class:Inspec::Profile>.for_target(target#String, opts#Hash) at chef/inspec/lib/inspec/profile.rb:82
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## How profiles are evaluated in different InSpec CLI commands?
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1. `inspec exec`
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Inspec exec calls runner run, which collect control control tests using Inspec::Profile.collect_tests by loading the control file and context via Inspec::ProfileContext.
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### Flow of evaluation of control via Runner:
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- Inspec::Runner.run starts with initiates the running process of inspec profile execution.
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- Inspec::Runner.load loads necessary dependencies for the process and control tests by calling Inspec::Profile.collect_tests.
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- Inspec::Profile.collect_tests gathers the control tests from the profile.
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- Inspec::ProfileContext.load_control_file calls load_with_context to load control source in a context.
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- Inspec::ProfileContext.load_with_context loads control source within profile context
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### Backtrace of the flow:
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#0 Inspec::ProfileContext.load_with_context(context#Inspec::ControlEvalContext, content#String, source#String, line#NilClass) at chef/inspec/lib/inspec/profile_context.rb:164
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#1 Inspec::ProfileContext.load_control_file(*args#Array) at chef/inspec/lib/inspec/profile_context.rb:155
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#2 block in Inspec::Profile.block in collect_tests at chef/inspec/lib/inspec/profile.rb:253
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ͱ-- #3 Hash.each at chef/inspec/lib/inspec/profile.rb:247
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#4 Inspec::Profile.collect_tests at chef/inspec/lib/inspec/profile.rb:247
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#5 block in Inspec::DependencySet.block in each at chef/inspec/lib/inspec/dependencies/dependency_set.rb:68
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ͱ-- #6 Hash.each at chef/inspec/lib/inspec/dependencies/dependency_set.rb:67
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#7 Inspec::DependencySet.each at chef/inspec/lib/inspec/dependencies/dependency_set.rb:67
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#8 Inspec::Profile.collect_tests at chef/inspec/lib/inspec/profile.rb:242
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#9 block in Inspec::Runner.block in load at chef/inspec/lib/inspec/runner.rb:126
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ͱ-- #10 Array.each at chef/inspec/lib/inspec/runner.rb:107
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#11 Inspec::Runner.load at chef/inspec/lib/inspec/runner.rb:107
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#12 Inspec::Runner.run(with#NilClass) at chef/inspec/lib/inspec/runner.rb:174
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#13 block in Inspec::InspecCLI.block in exec(*targets#Array) at chef/inspec/lib/inspec/cli.rb:391
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2. `inspec check`
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Inspec check command verifies the profile based on the metadata and params evaluated from the profile source code.
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It uses the loaded parameters which are evaluated and loaded within profile context.
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### Flow of evaluation of control in inspec check command
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- Inspec::Profile.check starts with performing a check of an InSpec profile.
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- Inspec::Profile.controls_count determines the count of controls in the profile, needed for check summary.
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- Inspec::Profile.params returns metadata and other needed parameters of an InSpec profile.
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- Inspec::Profile.load_params loads the parameters associated with the profile.
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- Inspec::Profile.load_checks_params
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- Inspec::Profile.collect_tests gathers the control tests from the profile.
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- Inspec::ProfileContext.load_control_file calls load_with_context to load control source in a context.
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- Inspec::ProfileContext.load_with_context loads control source within profile context.
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### Backtrace of the flow:
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#0 Inspec::ProfileContext.load_with_context(context#Inspec::ControlEvalContext, content#String, source#String, line#NilClass) at chef/inspec/lib/inspec/profile_context.rb:164
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#1 Inspec::ProfileContext.load_control_file(*args#Array) at chef/inspec/lib/inspec/profile_context.rb:155
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#2 block in Inspec::Profile.block in collect_tests at chef/inspec/lib/inspec/profile.rb:253
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ͱ-- #3 Hash.each at chef/inspec/lib/inspec/profile.rb:247
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#4 Inspec::Profile.collect_tests at chef/inspec/lib/inspec/profile.rb:247
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#5 block in Inspec::DependencySet.block in each at chef/inspec/lib/inspec/dependencies/dependency_set.rb:68
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ͱ-- #6 Hash.each at chef/inspec/lib/inspec/dependencies/dependency_set.rb:67
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#7 Inspec::DependencySet.each at chef/inspec/lib/inspec/dependencies/dependency_set.rb:67
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#8 Inspec::Profile.collect_tests at chef/inspec/lib/inspec/profile.rb:242
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#9 Inspec::Profile.load_checks_params(params#Hash) at chef/inspec/lib/inspec/profile.rb:880
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#10 Inspec::Profile.load_params at chef/inspec/lib/inspec/profile.rb:872
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#11 Inspec::Profile.params at chef/inspec/lib/inspec/profile.rb:235
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#12 Inspec::Profile.controls_count at chef/inspec/lib/inspec/profile.rb:699
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#13 Inspec::Profile.check at chef/inspec/lib/inspec/profile.rb:661
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#14 block in Inspec::InspecCLI.block in check(path#String) at chef/inspec/lib/inspec/cli.rb:184
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3. `inspec export`
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Inspec export command extracts our the information of a profile containing details of metadata of a profile and other parameters by evaluating the source code of the profile.
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It uses the loaded parameters which are evaluated and loaded within profile context.
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### Flow of evaluation of control in inspec export command
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- Inspec::Profile.info starts with gathering information or metadata about the InSpec profile.
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- Inspec::Profile.params returns metadata and other needed parameters of an InSpec profile.
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- Inspec::Profile.load_params loads the parameters associated with the profile.
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- Inspec::Profile.load_checks_params
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- Inspec::Profile.collect_tests gathers the control tests from the profile.
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- Inspec::ProfileContext.load_control_file calls load_with_context to load control source in a context.
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- Inspec::ProfileContext.load_with_context loads control source within profile context.
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### Backtrace of the flow:
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#0 Inspec::ProfileContext.load_with_context(context#Inspec::ControlEvalContext, content#String, source#String, line#NilClass) at chef/inspec/lib/inspec/profile_context.rb:164
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#1 Inspec::ProfileContext.load_control_file(*args#Array) at chef/inspec/lib/inspec/profile_context.rb:155
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#2 block in Inspec::Profile.block in collect_tests at chef/inspec/lib/inspec/profile.rb:253
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ͱ-- #3 Hash.each at chef/inspec/lib/inspec/profile.rb:247
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#4 Inspec::Profile.collect_tests at chef/inspec/lib/inspec/profile.rb:247
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#5 block in Inspec::DependencySet.block in each at chef/inspec/lib/inspec/dependencies/dependency_set.rb:68
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ͱ-- #6 Hash.each at chef/inspec/lib/inspec/dependencies/dependency_set.rb:67
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#7 Inspec::DependencySet.each at chef/inspec/lib/inspec/dependencies/dependency_set.rb:67
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#8 Inspec::Profile.collect_tests at chef/inspec/lib/inspec/profile.rb:242
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#9 Inspec::Profile.load_checks_params(params#Hash) at chef/inspec/lib/inspec/profile.rb:880
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#10 Inspec::Profile.load_params at chef/inspec/lib/inspec/profile.rb:872
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#11 Inspec::Profile.params at chef/inspec/lib/inspec/profile.rb:235
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#12 Inspec::Profile.info(res#NilClass) at chef/inspec/lib/inspec/profile.rb:478
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#13 block in Inspec::InspecCLI.block in export(target#String, as_json#String) at chef/inspec/lib/inspec/cli.rb:139
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4. `inspec archive`
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Inspec archive command checks the profile first and then the archive operation is followed.
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### Flow of evaluation of control in inspec archive command
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- Inspec::Profile.check starts with performing a check of an InSpec profile.
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- Inspec::Profile.controls_count determines the count of controls in the profile, needed for check summary.
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- Inspec::Profile.params returns metadata and other needed parameters of an InSpec profile.
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- Inspec::Profile.load_params loads the parameters associated with the profile.
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- Inspec::Profile.load_checks_params
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- Inspec::Profile.collect_tests gathers the control tests from the profile.
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- Inspec::ProfileContext.load_control_file calls load_with_context to load control source in a context.
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- Inspec::ProfileContext.load_with_context loads control source within profile context.
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### Backtrace of the flow:
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#0 Inspec::ProfileContext.load_with_context(context#Inspec::ControlEvalContext, content#String, source#String, line#NilClass) at chef/inspec/lib/inspec/profile_context.rb:164
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#1 Inspec::ProfileContext.load_control_file(*args#Array) at chef/inspec/lib/inspec/profile_context.rb:155
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#2 block in Inspec::Profile.block in collect_tests at chef/inspec/lib/inspec/profile.rb:253
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ͱ-- #3 Hash.each at chef/inspec/lib/inspec/profile.rb:247
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#4 Inspec::Profile.collect_tests at chef/inspec/lib/inspec/profile.rb:247
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#5 block in Inspec::DependencySet.block in each at chef/inspec/lib/inspec/dependencies/dependency_set.rb:68
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ͱ-- #6 Hash.each at chef/inspec/lib/inspec/dependencies/dependency_set.rb:67
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#7 Inspec::DependencySet.each at chef/inspec/lib/inspec/dependencies/dependency_set.rb:67
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#8 Inspec::Profile.collect_tests at chef/inspec/lib/inspec/profile.rb:242
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#9 Inspec::Profile.load_checks_params(params#Hash) at chef/inspec/lib/inspec/profile.rb:880
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#10 Inspec::Profile.load_params at chef/inspec/lib/inspec/profile.rb:872
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#11 Inspec::Profile.params at chef/inspec/lib/inspec/profile.rb:235
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#12 Inspec::Profile.controls_count at chef/inspec/lib/inspec/profile.rb:699
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#13 Inspec::Profile.check at chef/inspec/lib/inspec/profile.rb:661
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#14 block in Inspec::InspecCLI.block in archive(path#String, log_level#NilClass) at chef/inspec/lib/inspec/cli.rb:291
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## Why do we load profile context?
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The reason why load_with_context is used is because it is called and used by the collect_tests method in the Inspec::Profile class to get control tests in a context. Because the collect_tests method is responsible for collecting all of the controls defined in the profile. After collecting all control tests, test_collector collects tests defined in each control to run with rspec.
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The reason why we need to load controls is so that they can be executed as part of the InSpec profile.
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## How runner is using rspec and running profile tests?
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Inspec::Runner loads all the control tests via Inspec::Runner.load which is then run with Inspec::Runner.run_tests. And then the tests defined in each control is provided to test collector (RunnerRspec object) which runs the tests using Rspec.
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### Backtrace of the flow:
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#0 Inspec::RunnerRspec.run(with#RSpec::Core::Runner) at /Users/nmathur/chef/inspec/lib/inspec/runner_rspec.rb:99
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#1 Inspec::Runner.run_tests(with#NilClass) at /Users/nmathur/chef/inspec/lib/inspec/runner.rb:219
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#2 Inspec::Runner.run(with#NilClass) at /Users/nmathur/chef/inspec/lib/inspec/runner.rb:175
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