Mercurial > octave
annotate etc/HACKING.md @ 31567:59ca7d2805f2 stable
doc: Update HACKING.md and RELEASE_CHECKLIST.md.
* HACKING.md: Change documentation about updating NEWS.VERSION+1.md file.
* RELEASE_CHECKLIST.md: Wrap most long lines to 80 characters. Add section on
updating stable and default branch version numbers. Add pointers in "GUI
translation files" to "README.md" in libgui/languages/build_ts. Update
instructions for compiling with address sanitizer. Add more details to
"Create new release candidate". Add more steps to "Final Release".
Add names of mailings lists to "Announce final release". Remove first
two steps from "Post-Release" actions.
author | Rik <rik@octave.org> |
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date | Sun, 27 Nov 2022 20:15:24 -0800 |
parents | 38139b13192c |
children | 597f3ee61a48 |
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1 Hacking Octave |
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2 ============== |
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4 This file attempts to describe the rules to use when hacking the |
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5 Octave sources cloned from the Savannah source code |
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6 [repository](https://hg.savannah.gnu.org/hgweb/octave/). |
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7 **DO NOT** put this file into the distribution. These requirements |
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8 do not apply when building from a distribution tarball. |
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10 Quick start |
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11 ----------- |
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13 1. Install all the required dependencies. Precisely how to do that |
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14 depends on what type of system you are using. There are more |
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15 details below. |
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17 2. Clone the Octave sources: |
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19 hg clone https://www.octave.org/hg/octave |
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21 3. Change to the top-level directory of the Octave source tree and |
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22 run the `bootstrap` script: |
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24 cd octave |
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25 ./bootstrap |
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27 4. Create a build directory, `cd` to it, then run `configure` and |
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28 `make`, or `make -jX` (to run `X` simultaneous jobs): |
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30 mkdir .build |
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31 cd .build |
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32 ../configure |
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33 make -j2 |
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35 Requirements |
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36 ------------ |
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38 We've opted to keep only the highest-level sources in the repository. | |
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39 This eases our maintenance burden (fewer merges, etc.), but imposes |
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40 more requirements on anyone wishing to build from the just-cloned |
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42 the maintainer tools we depend upon. These include: |
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44 - [Autoconf](https://www.gnu.org/software/autoconf/) |
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45 - [Automake](https://www.gnu.org/software/automake/) |
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46 - [Bison](https://www.gnu.org/software/bison/) |
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47 - [Flex](https://www.gnu.org/software/flex/) |
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48 - [Gnulib](https://www.gnu.org/software/gnulib/) |
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49 - [GNU Make](https://www.gnu.org/software/make/) |
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50 - [gperf](https://www.gnu.org/software/gperf/) |
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51 - [Gzip](https://www.gnu.org/software/gzip/) |
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52 - [Libtool](https://www.gnu.org/software/libtool/) |
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53 - [Mercurial](https://www.mercurial-scm.org/) |
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54 - [Perl](https://www.cpan.org/) |
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55 - [Rsync](https://samba.anu.edu.au/rsync/) |
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56 - [Tar](https://www.gnu.org/software/tar/) |
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58 In addition to these maintainer tools, Octave makes use of many |
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59 external libraries and packages. See `doc/interpreter/install.txi` |
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60 for the complete list of required and optional dependencies. |
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61 |
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63 Later, after synchronizing from the repository, a plain `make` should |
9946 | 64 be sufficient. |
65 | |
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66 First clone |
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67 ----------- |
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69 If you are reading these notes, you may have already managed to clone |
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70 this package from the repository. For the record, you will find all |
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71 the relevant information on downloading sources at: |
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73 <https://www.octave.org/download.html> |
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75 After cloning Octave, you will need to run the `bootstrap` script: |
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77 ./bootstrap |
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79 This script will examine the source tree and generate some `Makefile` |
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80 fragments, then run autotools scripts to generate `Makefile.in` files |
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81 from `Makefile.am` files and create the `configure` script. The |
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82 `bootstrap` script comes from gnulib, but is kept in the Octave |
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83 source archive. It should be updated from the gnulib sources as |
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84 necessary. |
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86 If you have a copy of gnulib in some directory apart from the Octave | |
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87 source tree, then pass the name of the directory containing |
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88 `gnulib-tool` to the `bootstrap` script using the option: |
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90 --gnulib-srcdir=DIRNAME |
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92 If you have downloaded gnulib directly, `DIRNAME` will be the |
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93 directory where gnulib was unpacked. If you have installed gnulib |
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94 using a package manager, `DIRNAME` is likely to be `/usr/bin` or |
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95 `/usr/local/bin` (where the gnulib-tool script resides). |
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96 |
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97 By using an external gnulib directory, you can share a single gnulib |
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98 source tree among several projects. From 2011 until 2020, the gnulib |
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99 sources were a Mercurial subrepository of the Octave repository, so they |
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100 will be automatically updated to the corresponding Mercurial revision if |
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101 you update the working directory to a revision in that time period. |
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102 In 2020, the gnulib Mercurial subrepository was deleted. Instead, the |
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103 `bootstrap` script is used to fetch and update to a marked revision of |
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104 the gnulib git repository. A working copy of the gnulib git repository |
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105 will be automatically updated to the matching revision (see the default |
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106 value of `GNULIB_REVISION` in `bootstrap.conf`) when you run the |
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107 `bootstrap` script after you updated the working directory to a revision |
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108 after that point in time. A working `git` installation is necessary. |
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110 Additional options besides `--gnulib-srcdir` can be passed to |
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111 `bootstrap` and they will be forwarded without modification to the |
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112 gnulib `bootstrap` script. |
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113 |
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114 Once the `bootstrap` script completes successfully, you may configure |
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115 and build Octave. We recommend that you build Octave in a separate |
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116 directory tree from the sources. For example, if you have just |
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117 finished running the `bootstrap` script in the top-level source |
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118 directory, run the following commands to create a build tree, |
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119 configure, and build Octave: |
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121 mkdir .build |
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122 cd .build |
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123 ../configure |
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124 make -j2 |
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125 make check |
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127 The `-j2` after the first `make` call means, that two jobs run |
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128 simultaneously. This number may be increased depending on your |
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129 system. At this point, there should be no difference between your |
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130 working tree and the currently visited hg revision: |
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132 hg diff |
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134 should output no difference. | |
135 | |
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136 Coding style |
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137 ------------ |
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138 |
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139 The most important advice is to follow any conventions you detect |
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140 in the file being edited. In addition, Octave maintainers have |
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141 written a lot on the subject. See |
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142 <https://wiki.octave.org/Contribution_guidelines>. |
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143 |
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144 Projects |
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145 -------- |
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146 |
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147 A list of proposed projects is maintained at |
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148 <https://wiki.octave.org/Projects>. |
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149 |
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150 Bugs and patches |
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151 ---------------- |
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152 |
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153 See the file `BUGS` in this directory for more guidance on reporting bugs |
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154 and preparing patches. |
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155 |
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156 Source code directory layout |
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157 ---------------------------- |
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158 |
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159 An overview of the directory layout of Octave's source files: |
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160 |
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161 - `build-aux` |
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162 scripts which support the build process. |
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163 |
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164 - `doc` |
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165 Texinfo and Doxygen documentation for Octave. |
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166 |
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167 - `etc` |
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168 miscellaneous files, such as this `HACKING` howto. |
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170 - `examples` |
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171 some example files (`mkoctfile` and mex samples, old class |
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172 programming interface). |
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173 |
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174 - `gnulib` |
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175 gnulib repository. This is a working copy of the gnulib git |
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176 repository. We usually don't want to update gnulib sources when |
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177 going from one stable point release to the next. |
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178 |
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179 - `libgnu` |
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180 gnulib sources that we use. These files are copied here from the |
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181 gnulib directory by the `bootstrap` script. |
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182 |
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183 - `liboctave` |
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184 C++ interfaces to the numerical libraries, Fortran numerical |
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185 libraries, various OS facilities, and utility functions. |
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186 - `array` |
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187 the base `Array`, `NDArray`, `Matrix`, and `Sparse` classes. |
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188 - `external` |
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189 various numerical libraries (mostly Fortran). |
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190 - `amos` bessel functions |
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191 - `blas-xtra` wrappers for blas functions used in Octave |
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192 - `daspk` large scale differential algebraic equation solver |
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193 - `dasrt` differential algebraic equation solver with root finding |
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194 - `dassl` differential-algebraic system solver |
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195 - `fftpack` subroutines for fast fourier transforms |
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196 - `lapack-xtra` wrappers for lapack functions used in Octave |
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197 - `odepack` ordinary differential equation solver |
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198 - `quadpack` subroutines for numerical integration |
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199 - `ranlib` random number generators |
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200 - `slatec-err` slatec error handling library |
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201 - `slatec-fn` various special function subroutines |
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202 - `numeric` |
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203 C++ numerical algorithms and interfaces to the Fortran |
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204 algorithms. |
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205 - `operators` |
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206 code for operators that act on base classes (such as `Array`). |
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207 - `system` |
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208 OS-related functions. |
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209 - `util` |
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210 utility and miscellaneous functions. |
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211 - `wrappers` |
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212 C++ wrappers for gnulib functions written in C. |
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213 |
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214 - `libinterp` |
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215 the interpreter itself plus lots of infrastructure around it. |
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216 Octave's extensive `octave_value` class hierarchy for |
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217 polymorphically handling all Octave types is defined here. |
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218 The built-in functions are also defined here. |
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219 - `octave-value` |
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220 the `octave_value` class hierarchy. These are the container |
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221 classes that hold various Octave data types like struct |
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222 numerical arrays, structure arrays, and cell arrays. |
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223 - `parse-tree` |
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224 Classes that define the parse tree for the interpreter. |
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225 - `corefcn` |
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226 statically linked `DEFUN` functions (callable from the |
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227 scripting language) as well as internal C++ functions used by |
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228 the interpreter. |
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229 - `dldfcn` |
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230 dynamically linked `DEFUN_DLD` functions (callable from the |
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231 scripting language). If you see `help foo` telling you that |
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232 `foo` is defined in `foo.oct`, then `foo.cc` will be found |
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233 here and contain the source code. |
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234 - `operators` |
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235 definitions and template instantiations for operators for all |
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236 possible Octave type combinations. |
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237 - `template-inst` |
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238 some C++ template instantiations. |
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239 |
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240 - `libgui` |
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241 the graphical user interface of GNU Octave. |
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242 - `graphics` |
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243 Qt graphics toolkit (OpenGL plotting). |
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244 - `kb-layouts` |
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245 various files need by the qterminal widget that has been |
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246 derived from Konsole. |
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247 - `languages` |
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248 translation files and list of translators. |
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249 - `qterminal` |
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250 Qt terminal widget. |
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251 - `src` |
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252 source files for the GUI |
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253 - `icons` |
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254 icon files that will be compiled into the executable via a |
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255 resource file. |
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256 - `m-editor` |
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257 source files for the m-file editor. |
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258 |
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259 - `m4` m4 scripts used by configure during the build process. |
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260 |
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261 - `scripts` functions written in the Octave language. |
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262 - `@ftp` ftp object class |
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263 - `+containers` container classes (Map) |
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264 - `+matlab` various functions under Matlab namespace |
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265 - `audio` play and record sound files (system dependent) |
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266 - `deprecated` older deprecated functions |
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267 - `elfun` elementary mathematical functions |
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268 - `general` utility functions |
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269 - `geometry` geometry algorithms |
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270 - `gui` User-Interface (UI) functions |
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271 - `help` help subsystem functions |
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272 - `image` image processing |
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273 - `io` input/output functions |
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274 - `java` java/Octave interface |
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275 - `legacy` functions not recommended for use, but not deprecated |
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276 - `linear-algebra` linear algebra |
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277 - `miscellaneous` stuff that doesn't fit anywhere else |
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278 - `ode` Ordinary Differential Equations |
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279 - `optimization` zero finders and minimizers |
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280 - `path` functions for path manipulation |
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281 - `pkg` the package manager |
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282 - `plot` plotting functions |
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283 - `polynomial` polynomial manipulation |
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284 - `prefs` user-defined preferences |
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285 - `profiler` code profiler for performance |
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286 - `set` set manipulation |
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287 - `signal` signal processing |
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288 - `sparse` sparse matrix support |
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289 - `specfun` special mathematical functions |
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290 - `special-matrix` functions for generating special types of matrices |
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291 - `startup` initialization functions |
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292 - `statistics` statistical functions, distributions, and tests |
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293 - `strings` character string manipulation |
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294 - `testfun` unit testing |
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295 - `time` time and date functions |
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296 - `web` web-related functions |
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297 |
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298 - `src` |
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299 code for the actual executables that are created. This includes |
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300 `octave`, `octave-cli`, `octave-gui`, as well as `mkoctfile`. |
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301 |
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302 - `test` |
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303 tests for the interpreter. |
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304 - `*.tst` |
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305 fixed tests for the interpreter. |
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306 - `fntests.m` |
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307 script to run function tests embedded in C++ and .m files. |
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309 Release Numbering |
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310 ----------------- |
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311 |
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312 Since version 5, Octave uses the following rules for release numbering: |
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313 |
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314 Version Dev. Phase When |
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315 |
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316 5.0.0 (experimental) active development of Octave 5 on default branch |
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317 5.0.1 (pre-release) stabilization period of Octave 5 on stable branch |
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318 5.0.90 (pre-release) first release candidate for 5.1.0 |
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319 5.0.91 (pre-release) continued stabilization of Octave 5 on stable branch |
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320 6.0.0 (experimental) active development of Octave 6 on default branch |
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321 5.1.0 (release) first release of Octave 5 from stable branch |
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322 5.1.1 (pre-release) bug fixing on stable branch after 5.1.0 release |
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323 5.2.0 (release) second release of Octave 5 from stable branch |
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324 5.2.1 (pre-release) bug fixing on stable branch after 5.2.0 release |
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325 ... ... ... |
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326 |
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327 To summarize, the first release of Octave 5 will be Octave 5.1.0 while |
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328 development snapshots will be Octave 5.0.0 and snapshots from the |
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329 release branch Octave 5.n.1. |
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330 |
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331 With this numbering scheme: |
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332 |
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333 * Any version X.0.0 means "this is an experimental development |
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334 version". |
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335 |
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336 * Any version X.Y.Z with Z > 0 means, "this is a pre-release version |
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337 meant for bug fixing and testing". In practice, Z will be either 1 |
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338 (stabilization period after and before making release candidates) or |
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339 90, 92, etc. (release candidate snapshots leading up to release). |
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340 91, 93, etc. (stabilization period on stable branch during the |
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341 process of making release candidates). |
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342 |
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343 * Any version X.Y.0 with Y != 0 means "this is a released version". |
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344 |
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345 Shared Library Versioning |
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346 ------------------------- |
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347 |
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348 Version numbers for the liboctave, liboctinterp, and liboctgui shared |
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349 libraries are set in the module.mk files in the top-level directory for |
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350 each library using the variables |
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351 |
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352 %canon_reldir%_%canon_reldir%_current |
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353 %canon_reldir%_%canon_reldir%_revision |
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354 %canon_reldir%_%canon_reldir%_age |
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355 |
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356 The rules for updating these version numbers are: |
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357 |
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358 * Start with version information of `0:0:0` for each libtool library. |
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359 |
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360 * Update the version information only immediately before a public |
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361 release of your software. More frequent updates are unnecessary, |
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362 and only guarantee that the current interface number gets larger |
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363 faster. |
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364 |
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365 * If the library source code has changed at all since the last update, |
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366 then increment revision (`c:r:a` becomes `c:r+1:a`). |
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367 |
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368 * If any interfaces have been added, removed, or changed since the |
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369 last update, increment current, and set revision to 0. |
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370 |
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371 * If any interfaces have been added since the last public release, |
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372 then increment age. |
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373 |
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374 * If any interfaces have been removed or changed since the last public |
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375 release, then set age to 0. |
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376 |
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377 Never try to set the interface numbers so that they correspond to the |
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378 Octave version number. This is an abuse that only fosters |
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379 misunderstanding of the purpose of library versions. |
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380 |
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381 The following explanation may help to understand the above rules a bit |
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382 better: consider that there are three possible kinds of reactions from |
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383 users of your library to changes in a shared library: |
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384 |
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385 * Programs using the previous version may use the new version as |
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386 drop-in replacement, and programs using the new version can also |
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387 work with the previous one. In other words, no recompiling nor |
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388 relinking is needed. In this case, bump revision only, don’t touch |
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389 current nor age. |
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390 |
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391 * Programs using the previous version may use the new version as |
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392 drop-in replacement, but programs using the new version may use APIs |
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393 not present in the previous one. In other words, a program linking |
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394 against the new version may fail with unresolved symbols if linking |
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395 against the old version at runtime: set revision to 0, bump current |
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396 and age. |
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397 |
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398 * Programs may need to be changed, recompiled, and relinked in order |
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399 to use the new version. Bump current, set revision and age to 0. |
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400 |
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401 These guidelines also appear in the GNU libtool manual, see |
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402 <https://www.gnu.org/software/libtool/manual/html_node/Updating-version-info.html>. |
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403 |
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404 Merging the default branch to stable before a release |
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405 ----------------------------------------------------- |
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406 |
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407 To merge default to stable for a release with version == MAJOR: |
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408 |
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409 NOTE, I use two separate repos, one in `/path/to/octave-stable` that is |
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410 updated to the stable branch and one in `/path/to/octave-default` that |
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411 is updated to the default branch. |
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412 |
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413 1. Update the repo in `/path/to/octave-stable` to the most recent change |
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414 on the stable branch. Ensure that there are no pending changes (be |
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415 careful to avoid wiping out any changes you are currently working |
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416 on!): |
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417 |
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418 cd /path/to/octave-stable |
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419 hg update -C stable |
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420 |
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421 2. Merge default to stable (there should never be any conflicts here; |
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422 you are just making the stable branch be whatever is on the current |
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423 default branch): |
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424 |
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425 hg merge default |
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426 |
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427 3. Commit the change (replace VERSION with the correct version; it |
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428 should be of the form MAJOR.1.0): |
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429 |
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430 hg commit -m "maint: Merge default to stable to begin VERSION release process." |
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431 |
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432 4. Bump version numbers and release date in `configure.ac` for pre-release: |
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433 |
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434 * Set version in `AC_INIT` to MAJOR.0.1 |
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435 * `OCTAVE_MAJOR_VERSION` should already be correct. |
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436 * Set `OCTAVE_MINOR_VERSION` to 0. |
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437 * Set `OCTAVE_PATCH_VERSION` to 1. |
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438 * Set `OCTAVE_RELEASE_DATE` to the current date. |
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439 * Set the year in `OCTAVE_COPYRIGHT` to the current year. The |
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440 copyright dates in the source files should have already been |
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441 updated during the development cycle. If not, that should be done |
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442 in a separate change before the merge. |
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443 * `OCTAVE_API_VERSION` and shared library version numbers may be |
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444 updated in a separate changeset just prior to creating the first |
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445 test release. |
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446 |
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447 hg commit # Use commit message similar to the one in 8f8fab4c93ae |
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448 |
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449 5. Update the repo in `/path/to/octave-default` to the most recent change |
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450 on the default branch. Ensure that there are no pending changes (be |
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451 careful to avoid wiping out any changes you are currently working |
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452 on!): |
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453 |
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454 cd /path/to/octave-default |
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455 hg update -C default |
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456 |
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457 6. Merge stable back to default (there should not be conflicts in this |
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458 merge): |
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459 |
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460 hg merge stable |
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461 hg commit -m "maint: Merge stable to default." |
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462 |
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463 7. Bump versions in `configure.ac` to begin active development of MAJOR+1: |
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464 |
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465 * Set version in `AC_INIT` to MAJOR+1.0.0 |
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466 * Set `OCTAVE_MAJOR_VERSION` to MAJOR+1 |
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467 * Set `OCTAVE_MINOR_VERSION` to 0 |
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468 * Set `OCTAVE_PATCH_VERSION` to 0 |
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469 |
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470 hg commit # Use commit message similar to the one in dc1347cab668 |
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471 |
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472 8. Remove functions and properties deprecated in MAJOR-1 (see ecf207896f76, |
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473 for example) |
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474 |
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475 9. Create new `etc/NEWS.VERSION+1.md` file by copying `etc/NEWS.VERSION.md` and |
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476 then removing text so that it is a template file with headings only (see |
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477 0ec5eaabaf2c, for example). |
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478 |
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479 \################################################################################ |
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480 |
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481 Copyright (C) 2009-2022 The Octave Project Developers |
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482 |
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483 See the file COPYRIGHT.md in the top-level directory of this |
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484 distribution or <https://octave.org/copyright/>. |
9946 | 485 |
486 This file is part of Octave. | |
487 | |
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488 Octave is free software: you can redistribute it and/or modify it |
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489 under the terms of the GNU General Public License as published by |
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490 the Free Software Foundation, either version 3 of the License, or |
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491 (at your option) any later version. |
9946 | 492 |
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493 Octave is distributed in the hope that it will be useful, but |
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494 WITHOUT ANY WARRANTY; without even the implied warranty of |
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495 MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
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496 GNU General Public License for more details. |
9946 | 497 |
498 You should have received a copy of the GNU General Public License | |
499 along with Octave; see the file COPYING. If not, see | |
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500 <https://www.gnu.org/licenses/>. |
9946 | 501 |
502 | |
503 This file was adapted for Octave from the HACKING file that is part of | |
504 GNU Bison, which contained the following Copyright notice: | |
505 | |
506 Copyright (C) 2002, 2003, 2004, 2005, 2007, 2008, 2009 | |
507 Free Software Foundation, Inc. | |
508 | |
509 This file is part of GNU Bison. | |
510 | |
511 This program is free software: you can redistribute it and/or modify | |
512 it under the terms of the GNU General Public License as published by | |
513 the Free Software Foundation, either version 3 of the License, or | |
514 (at your option) any later version. | |
515 | |
516 This program is distributed in the hope that it will be useful, | |
517 but WITHOUT ANY WARRANTY; without even the implied warranty of | |
518 MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the | |
519 GNU General Public License for more details. | |
520 | |
521 You should have received a copy of the GNU General Public License | |
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522 along with this program. If not, see <https://www.gnu.org/licenses/>. |