Make Power MachTen use vfork and perl's malloc
[p5sagit/p5-mst-13.2.git] / Porting / pumpkin.pod
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aa689395 1=head1 NAME
2
3Pumpkin - Notes on handling the Perl Patch Pumpkin
4
5=head1 SYNOPSIS
6
7There is no simple synopsis, yet.
8
9=head1 DESCRIPTION
10
11This document attempts to begin to describe some of the
12considerations involved in patching and maintaining perl.
13
14This document is still under construction, and still subject to
15significant changes. Still, I hope parts of it will be useful,
16so I'm releasing it even though it's not done.
17
18For the most part, it's a collection of anecdotal information that
19already assumes some familiarity with the Perl sources. I really need
20an introductory section that describes the organization of the sources
21and all the various auxiliary files that are part of the distribution.
22
23=head1 Where Do I Get Perl Sources and Related Material?
24
25The Comprehensive Perl Archive Network (or CPAN) is the place to go.
26There are many mirrors, but the easiest thing to use is probably
7b5757d1 27http://www.perl.com/CPAN/README.html , which automatically points you to a
aa689395 28mirror site "close" to you.
29
30=head2 Perl5-porters mailing list
31
32The mailing list perl5-porters@perl.org
33is the main group working with the development of perl. If you're
34interested in all the latest developments, you should definitely
35subscribe. The list is high volume, but generally has a
36fairly low noise level.
37
38Subscribe by sending the message (in the body of your letter)
39
40 subscribe perl5-porters
41
42to perl5-porters-request@perl.org .
43
fb73857a 44Archives of the list are held at:
45
46 http://www.rosat.mpe-garching.mpg.de/mailing-lists/perl-porters/
47
aa689395 48=head1 How are Perl Releases Numbered?
49
7b5757d1 50Perl version numbers are floating point numbers, such as 5.004.
51(Observations about the imprecision of floating point numbers for
52representing reality probably have more relevance than you might
53imagine :-) The major version number is 5 and the '004' is the
54patchlevel. (Questions such as whether or not '004' is really a minor
55version number can safely be ignored.:)
56
57The version number is available as the magic variable $],
aa689395 58and can be used in comparisons, e.g.
59
60 print "You've got an old perl\n" if $] < 5.002;
61
aa689395 62You can also require particular version (or later) with
63
64 use 5.002;
65
7b5757d1 66At some point in the future, we may need to decide what to call the
67next big revision. In the .package file used by metaconfig to
68generate Configure, there are two variables that might be relevant:
69$baserev=5.0 and $package=perl5. At various times, I have suggested
70we might change them to $baserev=5.1 and $package=perl5.1 if want
71to signify a fairly major update. Or, we might want to jump to perl6.
72Let's worry about that problem when we get there.
73
aa689395 74=head2 Subversions
75
76In addition, there may be "developer" sub-versions available. These
77are not official releases. They may contain unstable experimental
78features, and are subject to rapid change. Such developer
79sub-versions are numbered with sub-version numbers. For example,
fb73857a 80version 5.003_04 is the 4'th developer version built on top of
815.003. It might include the _01, _02, and _03 changes, but it
82also might not. Sub-versions are allowed to be subversive. (But see
83the next section for recent changes.)
aa689395 84
85These sub-versions can also be used as floating point numbers, so
86you can do things such as
87
7b5757d1 88 print "You've got an unstable perl\n" if $] == 5.00303;
aa689395 89
90You can also require particular version (or later) with
91
7b5757d1 92 use 5.003_03; # the "_" is optional
aa689395 93
94Sub-versions produced by the members of perl5-porters are usually
95available on CPAN in the F<src/5.0/unsupported> directory.
96
7b5757d1 97=head2 Maintenance and Development Subversions
98
99As an experiment, starting with version 5.004, subversions _01 through
100_49 will be reserved for bug-fix maintenance releases, and subversions
101_50 through _99 will be available for unstable development versions.
102
103The separate bug-fix track is being established to allow us an easy
104way to distribute important bug fixes without waiting for the
105developers to untangle all the other problems in the current
106developer's release.
107
fb73857a 108Trial releases of bug-fix maintenance releases are announced on
109perl5-porters. Trial releases use the new subversion number (to avoid
110testers installing it over the previous release) and include a 'local
111patch' entry in patchlevel.h.
112
7b5757d1 113Watch for announcements of maintenance subversions in
114comp.lang.perl.announce.
115
aa689395 116=head2 Why such a complicated scheme?
117
118Two reasons, really. At least.
119
7b5757d1 120First, we need some way to identify and release collections of patches
121that are known to have new features that need testing and exploration. The
aa689395 122subversion scheme does that nicely while fitting into the
123C<use 5.004;> mold.
124
125Second, since most of the folks who help maintain perl do so on a
126free-time voluntary basis, perl development does not proceed at a
127precise pace, though it always seems to be moving ahead quickly.
128We needed some way to pass around the "patch pumpkin" to allow
129different people chances to work on different aspects of the
130distribution without getting in each other's way. It wouldn't be
131constructive to have multiple people working on incompatible
132implementations of the same idea. Instead what was needed was
133some kind of "baton" or "token" to pass around so everyone knew
134whose turn was next.
135
136=head2 Why is it called the patch pumpkin?
137
138Chip Salzenberg gets credit for that, with a nod to his cow orker,
139David Croy. We had passed around various names (baton, token, hot
140potato) but none caught on. Then, Chip asked:
141
142[begin quote]
143
144 Who has the patch pumpkin?
145
146To explain: David Croy once told me once that at a previous job,
147there was one tape drive and multiple systems that used it for backups.
148But instead of some high-tech exclusion software, they used a low-tech
149method to prevent multiple simultaneous backups: a stuffed pumpkin.
150No one was allowed to make backups unless they had the "backup pumpkin".
151
152[end quote]
153
154The name has stuck.
155
156=head1 Philosophical Issues in Patching Perl
157
158There are no absolute rules, but there are some general guidelines I
159have tried to follow as I apply patches to the perl sources.
160(This section is still under construction.)
161
162=head2 Solve problems as generally as possible
163
7b5757d1 164Never implement a specific restricted solution to a problem when you
165can solve the same problem in a more general, flexible way.
166
167For example, for dynamic loading to work on some SVR4 systems, we had
168to build a shared libperl.so library. In order to build "FAT" binaries
169on NeXT 4.0 systems, we had to build a special libperl library. Rather
170than continuing to build a contorted nest of special cases, I
171generalized the process of building libperl so that NeXT and SVR4 users
172could still get their work done, but others could build a shared
173libperl if they wanted to as well.
aa689395 174
175=head2 Seek consensus on major changes
176
177If you are making big changes, don't do it in secret. Discuss the
178ideas in advance on perl5-porters.
179
180=head2 Keep the documentation up-to-date
181
182If your changes may affect how users use perl, then check to be sure
183that the documentation is in sync with your changes. Be sure to
184check all the files F<pod/*.pod> and also the F<INSTALL> document.
185
186Consider writing the appropriate documentation first and then
7b5757d1 187implementing your change to correspond to the documentation.
aa689395 188
189=head2 Avoid machine-specific #ifdef's
190
191To the extent reasonable, try to avoid machine-specific #ifdef's in
192the sources. Instead, use feature-specific #ifdef's. The reason is
193that the machine-specific #ifdef's may not be valid across major
194releases of the operating system. Further, the feature-specific tests
195may help out folks on another platform who have the same problem.
196
197=head2 Allow for lots of testing
198
199We should never release a main version without testing it as a
200subversion first.
201
6877a1cf 202=head2 Test popular applications and modules.
203
204We should never release a main version without testing whether or not
205it breaks various popular modules and applications. A partial list of
206such things would include majordomo, metaconfig, apache, Tk, CGI,
207libnet, and libwww, to name just a few. Of course it's quite possible
208that some of those things will be just plain broken and need to be fixed,
209but, in general, we ought to try to avoid breaking widely-installed
210things.
211
7b5757d1 212=head2 Automate generation of derivative files
aa689395 213
214The F<embed.h>, F<keywords.h>, F<opcode.h>, and F<perltoc.pod> files
215are all automatically generated by perl scripts. In general, don't
216patch these directly; patch the data files instead.
217
218F<Configure> and F<config_h.SH> are also automatically generated by
219B<metaconfig>. In general, you should patch the metaconfig units
dfe9444c 220instead of patching these files directly. However, very minor changes to
aa689395 221F<Configure> may be made in between major sync-ups with the metaconfig
dfe9444c 222units, which tends to be complicated operations. But be careful, this
223can quickly spiral out of control. Running metaconfig is not really
224hard.
aa689395 225
226=head1 How to Make a Distribution
227
228There really ought to be a 'make dist' target, but there isn't.
229The 'dist' suite of tools also contains a number of tools that I haven't
230learned how to use yet. Some of them may make this all a bit easier.
231
232Here are the steps I go through to prepare a patch & distribution.
233
3e3baf6d 234Lots of it could doubtless be automated but isn't. The Porting/makerel
235(make release) perl script does now help automate some parts of it.
aa689395 236
237=head2 Announce your intentions
238
239First, you should volunteer out loud to take the patch pumpkin. It's
240generally counter-productive to have multiple people working in secret
241on the same thing.
242
243At the same time, announce what you plan to do with the patch pumpkin,
244to allow folks a chance to object or suggest alternatives, or do it for
245you. Naturally, the patch pumpkin holder ought to incorporate various
246bug fixes and documentation improvements that are posted while he or
247she has the pumpkin, but there might also be larger issues at stake.
248
249One of the precepts of the subversion idea is that we shouldn't give
7b5757d1 250the patch pumpkin to anyone unless we have some idea what he or she
251is going to do with it.
aa689395 252
253=head2 refresh pod/perltoc.pod
254
255Presumably, you have done a full C<make> in your working source
256directory. Before you C<make spotless> (if you do), and if you have
257changed any documentation in any module or pod file, change to the
258F<pod> directory and run C<make toc>.
259
3e3baf6d 260=head2 run installhtml to check the validity of the pod files
261
aa689395 262=head2 update patchlevel.h
263
264Don't be shy about using the subversion number, even for a relatively
265modest patch. We've never even come close to using all 99 subversions,
266and it's better to have a distinctive number for your patch. If you
267need feedback on your patch, go ahead and issue it and promise to
268incorporate that feedback quickly (e.g. within 1 week) and send out a
269second patch.
270
271=head2 run metaconfig
272
273If you need to make changes to Configure or config_h.SH, it may be best to
274change the appropriate metaconfig units instead, and regenerate Configure.
275
276 metaconfig -m
277
278will regenerate Configure and config_h.SH. More information on
279obtaining and running metaconfig is in the F<U/README> file that comes
280with Perl's metaconfig units. Perl's metaconfig units should be
281available the same place you found this file. On CPAN, look under my
3e3baf6d 282directory F<authors/id/ANDYD/> for a file such as F<5.003_07-02.U.tar.gz>.
aa689395 283That file should be unpacked in your main perl source directory. It
284contains the files needed to run B<metaconfig> to reproduce Perl's
7b5757d1 285Configure script. (Those units are for 5.003_07. There have been
286changes since then; please contact me if you want more recent
287versions, and I will try to point you in the right direction.)
aa689395 288
289Alternatively, do consider if the F<*ish.h> files might be a better
290place for your changes.
291
292=head2 MANIFEST
293
294Make sure the MANIFEST is up-to-date. You can use dist's B<manicheck>
295program for this. You can also use
296
3e3baf6d 297 perl -w -MExtUtils::Manifest=fullcheck -e fullcheck
aa689395 298
3e3baf6d 299Both commands will also list extra files in the directory that are not
300listed in MANIFEST.
aa689395 301
bfb7748a 302The MANIFEST is normally sorted.
aa689395 303
304If you are using metaconfig to regenerate Configure, then you should note
305that metaconfig actually uses MANIFEST.new, so you want to be sure
306MANIFEST.new is up-to-date too. I haven't found the MANIFEST/MANIFEST.new
307distinction particularly useful, but that's probably because I still haven't
308learned how to use the full suite of tools in the dist distribution.
309
310=head2 Check permissions
311
312All the tests in the t/ directory ought to be executable. The
313main makefile used to do a 'chmod t/*/*.t', but that resulted in
314a self-modifying distribution--something some users would strongly
315prefer to avoid. Probably, the F<t/TEST> script should check for this
316and do the chmod if needed, but it doesn't currently.
317
318In all, the following files should probably be executable:
319
320 Configure
321 configpm
32fcaa0b 322 configure.gnu
aa689395 323 embed.pl
324 installperl
325 installman
326 keywords.pl
aa689395 327 myconfig
328 opcode.pl
329 perly.fixer
330 t/TEST
331 t/*/*.t
332 *.SH
333 vms/ext/Stdio/test.pl
334 vms/ext/filespec.t
aa689395 335 x2p/*.SH
336
337Other things ought to be readable, at least :-).
338
339Probably, the permissions for the files could be encoded in MANIFEST
340somehow, but I'm reluctant to change MANIFEST itself because that
341could break old scripts that use MANIFEST.
342
343I seem to recall that some SVR3 systems kept some sort of file that listed
344permissions for system files; something like that might be appropriate.
345
346=head2 Run Configure
347
348This will build a config.sh and config.h. You can skip this if you haven't
693762b4 349changed Configure or config_h.SH at all. I use the following command
aa689395 350
693762b4 351 sh Configure -Dprefix=/opt/perl -Doptimize=-O -Dusethreads \
352 -Dcf_by='yourname' \
353 -Dcf_email='yourname@yourhost.yourplace.com' \
354 -Dperladmin='yourname@yourhost.yourplace.com' \
355 -Dmydomain='.yourplace.com' \
356 -Dmyhostname='yourhost' \
357 -des
aa689395 358
693762b4 359=head2 Update Porting/config.sh and Porting/config_H
dfe9444c 360
693762b4 361[XXX
362This section needs revision. We're currently working on easing
363the task of keeping the vms, win32, and plan9 config.sh info
364up-to-date. The plan is to use keep up-to-date 'canned' config.sh
365files in the appropriate subdirectories and then generate 'canned'
366config.h files for vms, win32, etc. from the generic config.sh file.
367This is to ease maintenance. When Configure gets updated, the parts
368sometimes get scrambled around, and the changes in config_H can
369sometimes be very hard to follow. config.sh, on the other hand, can
370safely be sorted, so it's easy to track (typically very small) changes
371to config.sh and then propoagate them to a canned 'config.h' by any
372number of means, including a perl script in win32/ or carrying
373config.sh and config_h.SH to a Unix system and running sh
374config_h.SH.)
375XXX]
376
377The Porting/config.sh and Porting/config_H files are provided to
378help those folks who can't run Configure. It is important to keep
379them up-to-date. If you have changed config_h.SH, those changes must
380be reflected in config_H as well. (The name config_H was chosen to
381distinguish the file from config.h even on case-insensitive file systems.)
382Simply edit the existing config_H file; keep the first few explanatory
383lines and then copy your new config.h below.
aa689395 384
385It may also be necessary to update vms/config.vms and
386plan9/config.plan9, though you should be quite careful in doing so if
387you are not familiar with those systems. You might want to issue your
388patch with a promise to quickly issue a follow-up that handles those
389directories.
390
391=head2 make run_byacc
392
393If you have byacc-1.8.2 (available from CPAN), and if there have been
394changes to F<perly.y>, you can regenerate the F<perly.c> file. The
395run_byacc makefile target does this by running byacc and then applying
396some patches so that byacc dynamically allocates space, rather than
397having fixed limits. This patch is handled by the F<perly.fixer>
398script. Depending on the nature of the changes to F<perly.y>, you may
399or may not have to hand-edit the patch to apply correctly. If you do,
400you should include the edited patch in the new distribution. If you
401have byacc-1.9, the patch won't apply cleanly. Changes to the printf
402output statements mean the patch won't apply cleanly. Long ago I
403started to fix F<perly.fixer> to detect this, but I never completed the
404task.
405
406Some additional notes from Larry on this:
407
408Don't forget to regenerate perly.c.diff.
409
7b5757d1 410 byacc -d perly.y
aa689395 411 mv y.tab.c perly.c
412 patch perly.c <perly.c.diff
413 # manually apply any failed hunks
414 diff -c2 perly.c.orig perly.c >perly.c.diff
415
416One chunk of lines that often fails begins with
417
418 #line 29 "perly.y"
419
420and ends one line before
421
422 #define YYERRCODE 256
423
424This only happens when you add or remove a token type. I suppose this
425could be automated, but it doesn't happen very often nowadays.
426
427Larry
428
429=head2 make regen_headers
430
431The F<embed.h>, F<keywords.h>, and F<opcode.h> files are all automatically
432generated by perl scripts. Since the user isn't guaranteed to have a
433working perl, we can't require the user to generate them. Hence you have
434to, if you're making a distribution.
435
436I used to include rules like the following in the makefile:
437
438 # The following three header files are generated automatically
439 # The correct versions should be already supplied with the perl kit,
440 # in case you don't have perl or 'sh' available.
441 # The - is to ignore error return codes in case you have the source
442 # installed read-only or you don't have perl yet.
443 keywords.h: keywords.pl
444 @echo "Don't worry if this fails."
445 - perl keywords.pl
446
447
7b5757d1 448However, I got B<lots> of mail consisting of people worrying because the
aa689395 449command failed. I eventually decided that I would save myself time
450and effort by manually running C<make regen_headers> myself rather
451than answering all the questions and complaints about the failing
452command.
453
3e3baf6d 454=head2 global.sym, interp.sym and perlio.sym
aa689395 455
456Make sure these files are up-to-date. Read the comments in these
457files and in perl_exp.SH to see what to do.
458
459=head2 Binary compatibility
460
461If you do change F<global.sym> or F<interp.sym>, think carefully about
462what you are doing. To the extent reasonable, we'd like to maintain
463souce and binary compatibility with older releases of perl. That way,
464extensions built under one version of perl will continue to work with
465new versions of perl.
466
467Of course, some incompatible changes may well be necessary. I'm just
468suggesting that we not make any such changes without thinking carefully
469about them first. If possible, we should provide
470backwards-compatibility stubs. There's a lot of XS code out there.
471Let's not force people to keep changing it.
472
473=head2 Changes
474
475Be sure to update the F<Changes> file. Try to include both an overall
476summary as well as detailed descriptions of the changes. Your
3e3baf6d 477audience will include other developers and users, so describe
aa689395 478user-visible changes (if any) in terms they will understand, not in
479code like "initialize foo variable in bar function".
480
481There are differing opinions on whether the detailed descriptions
482ought to go in the Changes file or whether they ought to be available
483separately in the patch file (or both). There is no disagreement that
484detailed descriptions ought to be easily available somewhere.
485
2a26e2f1 486=head2 Todo
487
488The F<Todo> file contains a roughly-catgorized unordered list of
489aspects of Perl that could use enhancement, features that could be
490added, areas that could be cleaned up, and so on. During your term as
491pumpkin-holder, you will probably address some of these issues, and
492perhaps identify others which, while you decide not to address them
493this time around, may be tackled in the future. Update the file
494reflect the situation as it stands when you hand over the pumpkin.
495
496You might like, early in your pumpkin-holding career, to see if you
497can find champions for partiticular issues on the to-do list: an issue
498owned is an issue more likely to be resolved.
499
c4f23d77 500There are also some more porting-specific L<Todo> items later in this
501file.
502
aa689395 503=head2 OS/2-specific updates
504
505In the os2 directory is F<diff.configure>, a set of OS/2-specific
506diffs against B<Configure>. If you make changes to Configure, you may
507want to consider regenerating this diff file to save trouble for the
508OS/2 maintainer.
509
7b5757d1 510You can also consider the OS/2 diffs as reminders of portability
511things that need to be fixed in Configure.
512
aa689395 513=head2 VMS-specific updates
514
515If you have changed F<perly.y>, then you may want to update
516F<vms/perly_{h,c}.vms> by running C<perl vms/vms_yfix.pl>.
517
518The Perl version number appears in several places under F<vms>.
519It is courteous to update these versions. For example, if you are
520making 5.004_42, replace "5.00441" with "5.00442".
521
522=head2 Making the new distribution
523
524Suppose, for example, that you want to make version 5.004_08. Then you can
525do something like the following
526
527 mkdir ../perl5.004_08
528 awk '{print $1}' MANIFEST | cpio -pdm ../perl5.004_08
529 cd ../
530 tar cf perl5.004_08.tar perl5.004_08
531 gzip --best perl5.004_08.tar
532
3e3baf6d 533These steps, with extra checks, are automated by the Porting/makerel
534script.
535
aa689395 536=head2 Making a new patch
537
538I find the F<makepatch> utility quite handy for making patches.
539You can obtain it from any CPAN archive under
3e3baf6d 540http://www.perl.com/CPAN/authors/Johan_Vromans/ . There are a couple
541of differences between my version and the standard one. I have mine do
542a
aa689395 543
544 # Print a reassuring "End of Patch" note so people won't
545 # wonder if their mailer truncated patches.
546 print "\n\nEnd of Patch.\n";
547
3e3baf6d 548at the end. That's because I used to get questions from people asking
549if their mail was truncated.
550
551It also writes Index: lines which include the new directory prefix
552(change Index: print, approx line 294 or 310 depending on the version,
553to read: print PATCH ("Index: $newdir$new\n");). That helps patches
554work with more POSIX conformant patch programs.
aa689395 555
556Here's how I generate a new patch. I'll use the hypothetical
5575.004_07 to 5.004_08 patch as an example.
558
559 # unpack perl5.004_07/
560 gzip -d -c perl5.004_07.tar.gz | tar -xof -
561 # unpack perl5.004_08/
562 gzip -d -c perl5.004_08.tar.gz | tar -xof -
563 makepatch perl5.004_07 perl5.004_08 > perl5.004_08.pat
564
565Makepatch will automatically generate appropriate B<rm> commands to remove
566deleted files. Unfortunately, it will not correctly set permissions
567for newly created files, so you may have to do so manually. For example,
568patch 5.003_04 created a new test F<t/op/gv.t> which needs to be executable,
569so at the top of the patch, I inserted the following lines:
570
571 # Make a new test
572 touch t/op/gv.t
573 chmod +x t/opt/gv.t
574
575Now, of course, my patch is now wrong because makepatch didn't know I
576was going to do that command, and it patched against /dev/null.
577
578So, what I do is sort out all such shell commands that need to be in the
579patch (including possible mv-ing of files, if needed) and put that in the
580shell commands at the top of the patch. Next, I delete all the patch parts
581of perl5.004_08.pat, leaving just the shell commands. Then, I do the
582following:
583
7b5757d1 584 cd perl5.004_07
585 sh ../perl5.004_08.pat
aa689395 586 cd ..
7b5757d1 587 makepatch perl5.004_07 perl5.004_08 >> perl5.004_08.pat
aa689395 588
589(Note the append to preserve my shell commands.)
590Now, my patch will line up with what the end users are going to do.
591
592=head2 Testing your patch
593
594It seems obvious, but be sure to test your patch. That is, verify that
595it produces exactly the same thing as your full distribution.
596
7b5757d1 597 rm -rf perl5.004_07
598 gzip -d -c perl5.004_07.tar.gz | tar -xf -
599 cd perl5.004_07
600 sh ../perl5.004_08.pat
601 patch -p1 -N < ../perl5.004_08.pat
aa689395 602 cd ..
7b5757d1 603 gdiff -r perl5.004_07 perl5.004_08
aa689395 604
605where B<gdiff> is GNU diff. Other diff's may also do recursive checking.
606
607=head2 More testing
608
609Again, it's obvious, but you should test your new version as widely as you
610can. You can be sure you'll hear about it quickly if your version doesn't
611work on both ANSI and pre-ANSI compilers, and on common systems such as
612SunOS 4.1.[34], Solaris, and Linux.
613
614If your changes include conditional code, try to test the different
615branches as thoroughly as you can. For example, if your system
616supports dynamic loading, you can also test static loading with
617
618 sh Configure -Uusedl
619
620You can also hand-tweak your config.h to try out different #ifdef
621branches.
622
623=head1 Common Gotcha's
624
625=over 4
626
627=item #elif
628
629The '#elif' preprocessor directive is not understood on all systems.
630Specifically, I know that Pyramids don't understand it. Thus instead of the
631simple
632
633 #if defined(I_FOO)
634 # include <foo.h>
635 #elif defined(I_BAR)
636 # include <bar.h>
637 #else
638 # include <fubar.h>
639 #endif
640
641You have to do the more Byzantine
642
643 #if defined(I_FOO)
644 # include <foo.h>
645 #else
646 # if defined(I_BAR)
647 # include <bar.h>
648 # else
649 # include <fubar.h>
650 # endif
651 #endif
652
653Incidentally, whitespace between the leading '#' and the preprocessor
654command is not guaranteed, but is very portable and you may use it freely.
655I think it makes things a bit more readable, especially once things get
656rather deeply nested. I also think that things should almost never get
657too deeply nested, so it ought to be a moot point :-)
658
659=item Probably Prefer POSIX
660
661It's often the case that you'll need to choose whether to do
662something the BSD-ish way or the POSIX-ish way. It's usually not
663a big problem when the two systems use different names for similar
664functions, such as memcmp() and bcmp(). The perl.h header file
665handles these by appropriate #defines, selecting the POSIX mem*()
666functions if available, but falling back on the b*() functions, if
667need be.
668
669More serious is the case where some brilliant person decided to
670use the same function name but give it a different meaning or
671calling sequence :-). getpgrp() and setpgrp() come to mind.
672These are a real problem on systems that aim for conformance to
673one standard (e.g. POSIX), but still try to support the other way
674of doing things (e.g. BSD). My general advice (still not really
675implemented in the source) is to do something like the following.
676Suppose there are two alternative versions, fooPOSIX() and
677fooBSD().
678
679 #ifdef HAS_FOOPOSIX
680 /* use fooPOSIX(); */
681 #else
682 # ifdef HAS_FOOBSD
683 /* try to emulate fooPOSIX() with fooBSD();
684 perhaps with the following: */
685 # define fooPOSIX fooBSD
686 # else
687 # /* Uh, oh. We have to supply our own. */
688 # define fooPOSIX Perl_fooPOSIX
689 # endif
690 #endif
691
692=item Think positively
693
694If you need to add an #ifdef test, it is usually easier to follow if you
695think positively, e.g.
696
697 #ifdef HAS_NEATO_FEATURE
698 /* use neato feature */
699 #else
700 /* use some fallback mechanism */
701 #endif
702
703rather than the more impenetrable
704
705 #ifndef MISSING_NEATO_FEATURE
706 /* Not missing it, so we must have it, so use it */
707 #else
708 /* Are missing it, so fall back on something else. */
709 #endif
710
711Of course for this toy example, there's not much difference. But when
712the #ifdef's start spanning a couple of screen fulls, and the #else's
713are marked something like
714
715 #else /* !MISSING_NEATO_FEATURE */
716
717I find it easy to get lost.
718
719=item Providing Missing Functions -- Problem
720
721Not all systems have all the neat functions you might want or need, so
722you might decide to be helpful and provide an emulation. This is
723sound in theory and very kind of you, but please be careful about what
724you name the function. Let me use the C<pause()> function as an
725illustration.
726
727Perl5.003 has the following in F<perl.h>
728
729 #ifndef HAS_PAUSE
730 #define pause() sleep((32767<<16)+32767)
731 #endif
732
733Configure sets HAS_PAUSE if the system has the pause() function, so
734this #define only kicks in if the pause() function is missing.
735Nice idea, right?
736
737Unfortunately, some systems apparently have a prototype for pause()
738in F<unistd.h>, but don't actually have the function in the library.
739(Or maybe they do have it in a library we're not using.)
740
741Thus, the compiler sees something like
742
743 extern int pause(void);
744 /* . . . */
745 #define pause() sleep((32767<<16)+32767)
746
747and dies with an error message. (Some compilers don't mind this;
748others apparently do.)
749
750To work around this, 5.003_03 and later have the following in perl.h:
751
752 /* Some unistd.h's give a prototype for pause() even though
753 HAS_PAUSE ends up undefined. This causes the #define
754 below to be rejected by the compiler. Sigh.
755 */
756 #ifdef HAS_PAUSE
757 # define Pause pause
758 #else
759 # define Pause() sleep((32767<<16)+32767)
760 #endif
761
762This works.
763
764The curious reader may wonder why I didn't do the following in
765F<util.c> instead:
766
767 #ifndef HAS_PAUSE
768 void pause()
769 {
770 sleep((32767<<16)+32767);
771 }
772 #endif
773
774That is, since the function is missing, just provide it.
775Then things would probably be been alright, it would seem.
776
777Well, almost. It could be made to work. The problem arises from the
778conflicting needs of dynamic loading and namespace protection.
779
780For dynamic loading to work on AIX (and VMS) we need to provide a list
781of symbols to be exported. This is done by the script F<perl_exp.SH>,
782which reads F<global.sym> and F<interp.sym>. Thus, the C<pause>
783symbol would have to be added to F<global.sym> So far, so good.
784
785On the other hand, one of the goals of Perl5 is to make it easy to
786either extend or embed perl and link it with other libraries. This
787means we have to be careful to keep the visible namespace "clean".
788That is, we don't want perl's global variables to conflict with
789those in the other application library. Although this work is still
790in progress, the way it is currently done is via the F<embed.h> file.
791This file is built from the F<global.sym> and F<interp.sym> files,
792since those files already list the globally visible symbols. If we
793had added C<pause> to global.sym, then F<embed.h> would contain the
794line
795
796 #define pause Perl_pause
797
798and calls to C<pause> in the perl sources would now point to
799C<Perl_pause>. Now, when B<ld> is run to build the F<perl> executable,
800it will go looking for C<perl_pause>, which probably won't exist in any
801of the standard libraries. Thus the build of perl will fail.
802
803Those systems where C<HAS_PAUSE> is not defined would be ok, however,
804since they would get a C<Perl_pause> function in util.c. The rest of
805the world would be in trouble.
806
807And yes, this scenario has happened. On SCO, the function C<chsize>
808is available. (I think it's in F<-lx>, the Xenix compatibility
809library.) Since the perl4 days (and possibly before), Perl has
810included a C<chsize> function that gets called something akin to
811
812 #ifndef HAS_CHSIZE
813 I32 chsize(fd, length)
814 /* . . . */
815 #endif
816
817When 5.003 added
818
819 #define chsize Perl_chsize
820
821to F<embed.h>, the compile started failing on SCO systems.
822
823The "fix" is to give the function a different name. The one
824implemented in 5.003_05 isn't optimal, but here's what was done:
825
826 #ifdef HAS_CHSIZE
827 # ifdef my_chsize /* Probably #defined to Perl_my_chsize in embed.h */
828 # undef my_chsize
829 # endif
830 # define my_chsize chsize
831 #endif
832
833My explanatory comment in patch 5.003_05 said:
834
835 Undef and then re-define my_chsize from Perl_my_chsize to
836 just plain chsize if this system HAS_CHSIZE. This probably only
837 applies to SCO. This shows the perils of having internal
838 functions with the same name as external library functions :-).
839
840Now, we can safely put C<my_chsize> in F<global.sym>, export it, and
841hide it with F<embed.h>.
842
843To be consistent with what I did for C<pause>, I probably should have
844called the new function C<Chsize>, rather than C<my_chsize>.
845However, the perl sources are quite inconsistent on this (Consider
846New, Mymalloc, and Myremalloc, to name just a few.)
847
848There is a problem with this fix, however, in that C<Perl_chsize>
849was available as a F<libperl.a> library function in 5.003, but it
850isn't available any more (as of 5.003_07). This means that we've
851broken binary compatibility. This is not good.
852
853=item Providing missing functions -- some ideas
854
855We currently don't have a standard way of handling such missing
856function names. Right now, I'm effectively thinking aloud about a
857solution. Some day, I'll try to formally propose a solution.
858
859Part of the problem is that we want to have some functions listed as
860exported but not have their names mangled by embed.h or possibly
861conflict with names in standard system headers. We actually already
862have such a list at the end of F<perl_exp.SH> (though that list is
863out-of-date):
864
865 # extra globals not included above.
866 cat <<END >> perl.exp
867 perl_init_ext
868 perl_init_fold
869 perl_init_i18nl14n
870 perl_alloc
871 perl_construct
872 perl_destruct
873 perl_free
874 perl_parse
875 perl_run
876 perl_get_sv
877 perl_get_av
878 perl_get_hv
879 perl_get_cv
880 perl_call_argv
881 perl_call_pv
882 perl_call_method
883 perl_call_sv
884 perl_requirepv
885 safecalloc
886 safemalloc
887 saferealloc
888 safefree
889
890This still needs much thought, but I'm inclined to think that one
891possible solution is to prefix all such functions with C<perl_> in the
892source and list them along with the other C<perl_*> functions in
893F<perl_exp.SH>.
894
895Thus, for C<chsize>, we'd do something like the following:
896
897 /* in perl.h */
898 #ifdef HAS_CHSIZE
899 # define perl_chsize chsize
900 #endif
901
902then in some file (e.g. F<util.c> or F<doio.c>) do
903
904 #ifndef HAS_CHSIZE
905 I32 perl_chsize(fd, length)
906 /* implement the function here . . . */
907 #endif
908
909Alternatively, we could just always use C<chsize> everywhere and move
910C<chsize> from F<global.sym> to the end of F<perl_exp.SH>. That would
911probably be fine as long as our C<chsize> function agreed with all the
912C<chsize> function prototypes in the various systems we'll be using.
913As long as the prototypes in actual use don't vary that much, this is
914probably a good alternative. (As a counter-example, note how Configure
915and perl have to go through hoops to find and use get Malloc_t and
916Free_t for C<malloc> and C<free>.)
917
918At the moment, this latter option is what I tend to prefer.
919
920=item All the world's a VAX
921
922Sorry, showing my age:-). Still, all the world is not BSD 4.[34],
923SVR4, or POSIX. Be aware that SVR3-derived systems are still quite
924common (do you have any idea how many systems run SCO?) If you don't
925have a bunch of v7 manuals handy, the metaconfig units (by default
926installed in F</usr/local/lib/dist/U>) are a good resource to look at
927for portability.
928
929=back
930
931=head1 Miscellaneous Topics
932
933=head2 Autoconf
934
935Why does perl use a metaconfig-generated Configure script instead of an
936autoconf-generated configure script?
937
938Metaconfig and autoconf are two tools with very similar purposes.
939Metaconfig is actually the older of the two, and was originally written
940by Larry Wall, while autoconf is probably now used in a wider variety of
941packages. The autoconf info file discusses the history of autoconf and
942how it came to be. The curious reader is referred there for further
943information.
944
945Overall, both tools are quite good, I think, and the choice of which one
946to use could be argued either way. In March, 1994, when I was just
947starting to work on Configure support for Perl5, I considered both
948autoconf and metaconfig, and eventually decided to use metaconfig for the
949following reasons:
950
951=over 4
952
953=item Compatibility with Perl4
954
955Perl4 used metaconfig, so many of the #ifdef's were already set up for
956metaconfig. Of course metaconfig had evolved some since Perl4's days,
957but not so much that it posed any serious problems.
958
959=item Metaconfig worked for me
960
961My system at the time was Interactive 2.2, a SVR3.2/386 derivative that
962also had some POSIX support. Metaconfig-generated Configure scripts
963worked fine for me on that system. On the other hand, autoconf-generated
964scripts usually didn't. (They did come quite close, though, in some
965cases.) At the time, I actually fetched a large number of GNU packages
966and checked. Not a single one configured and compiled correctly
967out-of-the-box with the system's cc compiler.
968
969=item Configure can be interactive
970
971With both autoconf and metaconfig, if the script works, everything is
972fine. However, one of my main problems with autoconf-generated scripts
973was that if it guessed wrong about something, it could be B<very> hard to
974go back and fix it. For example, autoconf always insisted on passing the
975-Xp flag to cc (to turn on POSIX behavior), even when that wasn't what I
976wanted or needed for that package. There was no way short of editing the
977configure script to turn this off. You couldn't just edit the resulting
978Makefile at the end because the -Xp flag influenced a number of other
979configure tests.
980
981Metaconfig's Configure scripts, on the other hand, can be interactive.
982Thus if Configure is guessing things incorrectly, you can go back and fix
983them. This isn't as important now as it was when we were actively
984developing Configure support for new features such as dynamic loading,
985but it's still useful occasionally.
986
987=item GPL
988
989At the time, autoconf-generated scripts were covered under the GNU Public
990License, and hence weren't suitable for inclusion with Perl, which has a
991different licensing policy. (Autoconf's licensing has since changed.)
992
993=item Modularity
994
995Metaconfig builds up Configure from a collection of discrete pieces
996called "units". You can override the standard behavior by supplying your
997own unit. With autoconf, you have to patch the standard files instead.
998I find the metaconfig "unit" method easier to work with. Others
999may find metaconfig's units clumsy to work with.
1000
1001=back
1002
1003=head2 @INC search order
1004
1005By default, the list of perl library directories in @INC is the
1006following:
1007
1008 $archlib
1009 $privlib
1010 $sitearch
1011 $sitelib
1012
1013Specifically, on my Solaris/x86 system, I run
1014B<sh Configure -Dprefix=/opt/perl> and I have the following
1015directories:
1016
1017 /opt/perl/lib/i86pc-solaris/5.00307
1018 /opt/perl/lib
1019 /opt/perl/lib/site_perl/i86pc-solaris
1020 /opt/perl/lib/site_perl
1021
1022That is, perl's directories come first, followed by the site-specific
1023directories.
1024
1025The site libraries come second to support the usage of extensions
1026across perl versions. Read the relevant section in F<INSTALL> for
1027more information. If we ever make $sitearch version-specific, this
1028topic could be revisited.
1029
1030=head2 Why isn't there a directory to override Perl's library?
1031
1032Mainly because no one's gotten around to making one. Note that
1033"making one" involves changing perl.c, Configure, config_h.SH (and
1034associated files, see above), and I<documenting> it all in the
1035INSTALL file.
1036
1037Apparently, most folks who want to override one of the standard library
1038files simply do it by overwriting the standard library files.
1039
1040=head2 APPLLIB
1041
1042In the perl.c sources, you'll find an undocumented APPLLIB_EXP
1043variable, sort of like PRIVLIB_EXP and ARCHLIB_EXP (which are
1044documented in config_h.SH). Here's what APPLLIB_EXP is for, from
1045a mail message from Larry:
1046
1047 The main intent of APPLLIB_EXP is for folks who want to send out a
1048 version of Perl embedded in their product. They would set the symbol
1049 to be the name of the library containing the files needed to run or to
1050 support their particular application. This works at the "override"
1051 level to make sure they get their own versions of any library code that
1052 they absolutely must have configuration control over.
1053
1054 As such, I don't see any conflict with a sysadmin using it for a
1055 override-ish sort of thing, when installing a generic Perl. It should
1056 probably have been named something to do with overriding though. Since
1057 it's undocumented we could still change it... :-)
1058
1059Given that it's already there, you can use it to override
1060distribution modules. If you do
1061
1062 sh Configure -Dccflags='-DAPPLLIB_EXP=/my/override'
1063
1064then perl.c will put /my/override ahead of ARCHLIB and PRIVLIB.
1065
c4f23d77 1066=head2 Shared libperl.so location
1067
1068Why isn't the shared libperl.so installed in /usr/lib/ along
1069with "all the other" shared libraries? Instead, it is installed
1070in $archlib, which is typically something like
1071
1072 /usr/local/lib/perl5/archname/5.00404
1073
1074and is architecture- and version-specific.
1075
1076The basic reason why a shared libperl.so gets put in $archlib is so that
1077you can have more than one version of perl on the system at the same time,
1078and have each refer to its own libperl.so.
1079
1080Three examples might help. All of these work now; none would work if you
1081put libperl.so in /usr/lib.
1082
1083=over
1084
1085=item 1.
1086
1087Suppose you want to have both threaded and non-threaded perl versions
1088around. Configure will name both perl libraries "libperl.so" (so that
1089you can link to them with -lperl). The perl binaries tell them apart
1090by having looking in the appropriate $archlib directories.
1091
1092=item 2.
1093
1094Suppose you have perl5.004_04 installed and you want to try to compile
1095it again, perhaps with different options or after applying a patch.
1096If you already have libperl.so installed in /usr/lib/, then it may be
1097either difficult or impossible to get ld.so to find the new libperl.so
1098that you're trying to build. If, instead, libperl.so is tucked away in
1099$archlib, then you can always just change $archlib in the current perl
1100you're trying to build so that ld.so won't find your old libperl.so.
1101(The INSTALL file suggests you do this when building a debugging perl.)
1102
1103=item 3.
1104
1105The shared perl library is not a "well-behaved" shared library with
1106proper major and minor version numbers, so you can't necessarily
1107have perl5.004_04 and perl5.004_05 installed simultaneously. Suppose
1108perl5.004_04 were to install /usr/lib/libperl.so.4.4, and perl5.004_05
1109were to install /usr/lib/libperl.so.4.5. Now, when you try to run
1110perl5.004_04, ld.so might try to load libperl.so.4.5, since it has
1111the right "major version" number. If this works at all, it almost
1112certainly defeats the reason for keeping perl5.004_04 around. Worse,
1113with development subversions, you certaily can't guarantee that
1114libperl.so.4.4 and libperl.so.4.55 will be compatible.
1115
1116Anyway, all this leads to quite obscure failures that are sure to drive
1117casual users crazy. Even experienced users will get confused :-). Upon
1118reflection, I'd say leave libperl.so in $archlib.
1119
1120=back
1121
aa689395 1122=head1 Upload Your Work to CPAN
1123
1124You can upload your work to CPAN if you have a CPAN id. Check out
1125http://www.perl.com/CPAN/modules/04pause.html for information on
1126_PAUSE_, the Perl Author's Upload Server.
1127
1128I typically upload both the patch file, e.g. F<perl5.004_08.pat.gz>
1129and the full tar file, e.g. F<perl5.004_08.tar.gz>.
1130
1131If you want your patch to appear in the F<src/5.0/unsupported>
1132directory on CPAN, send e-mail to the CPAN master librarian. (Check
7b5757d1 1133out http://www.perl.com/CPAN/CPAN.html ).
aa689395 1134
1135=head1 Help Save the World
1136
1137You should definitely announce your patch on the perl5-porters list.
1138You should also consider announcing your patch on
1139comp.lang.perl.announce, though you should make it quite clear that a
1140subversion is not a production release, and be prepared to deal with
1141people who will not read your disclaimer.
1142
1143=head1 Todo
1144
1145Here, in no particular order, are some Configure and build-related
1146items that merit consideration. This list isn't exhaustive, it's just
1147what I came up with off the top of my head.
1148
1149=head2 Good ideas waiting for round tuits
1150
1151=over 4
1152
1153=item installprefix
1154
1155I think we ought to support
1156
1157 Configure -Dinstallprefix=/blah/blah
1158
1159Currently, we support B<-Dprefix=/blah/blah>, but the changing the install
1160location has to be handled by something like the F<config.over> trick
1161described in F<INSTALL>. AFS users also are treated specially.
1162We should probably duplicate the metaconfig prefix stuff for an
1163install prefix.
1164
c4f23d77 1165=item Configure -Dsrc=/blah/blah
aa689395 1166
1167We should be able to emulate B<configure --srcdir>. Tom Tromey
1168tromey@creche.cygnus.com has submitted some patches to
c4f23d77 1169the dist-users mailing list along these lines. They have been folded
1170back into the main distribution, but various parts of the perl
1171Configure/build/install process still assume src='.'.
aa689395 1172
1173=item Hint file fixes
1174
1175Various hint files work around Configure problems. We ought to fix
1176Configure so that most of them aren't needed.
1177
1178=item Hint file information
1179
1180Some of the hint file information (particularly dynamic loading stuff)
1181ought to be fed back into the main metaconfig distribution.
1182
c4f23d77 1183=item Catch GNU Libc "Stub" functions
1184
1185Some functions (such as lchown()) are present in libc, but are
1186unimplmented. That is, they always fail and set errno=ENOSYS.
1187
1188Thomas Bushnell provided the following sample code and the explanation
1189that follows:
1190
1191 /* System header to define __stub macros and hopefully few prototypes,
1192 which can conflict with char FOO(); below. */
1193 #include <assert.h>
1194 /* Override any gcc2 internal prototype to avoid an error. */
1195 /* We use char because int might match the return type of a gcc2
1196 builtin and then its argument prototype would still apply. */
1197 char FOO();
1198
1199 int main() {
1200
1201 /* The GNU C library defines this for functions which it implements
1202 to always fail with ENOSYS. Some functions are actually named
1203 something starting with __ and the normal name is an alias. */
1204 #if defined (__stub_FOO) || defined (__stub___FOO)
1205 choke me
1206 #else
1207 FOO();
1208 #endif
1209
1210 ; return 0; }
1211
1212The choice of <assert.h> is essentially arbitrary. The GNU libc
1213macros are found in <gnu/stubs.h>. You can include that file instead
1214of <assert.h> (which itself includes <gnu/stubs.h>) if you test for
1215its existence first. <assert.h> is assumed to exist on every system,
1216which is why it's used here. Any GNU libc header file will include
1217the stubs macros. If either __stub_NAME or __stub___NAME is defined,
1218then the function doesn't actually exist. Tests using <assert.h> work
1219on every system around.
1220
1221The declaration of FOO is there to override builtin prototypes for
1222ANSI C functions.
1223
aa689395 1224=back
1225
1226=head2 Probably good ideas waiting for round tuits
1227
1228=over 4
1229
1230=item GNU configure --options
1231
1232I've received sensible suggestions for --exec_prefix and other
1233GNU configure --options. It's not always obvious exactly what is
1234intended, but this merits investigation.
1235
1236=item make clean
1237
1238Currently, B<make clean> isn't all that useful, though
1239B<make realclean> and B<make distclean> are. This needs a bit of
1240thought and documentation before it gets cleaned up.
1241
1242=item Try gcc if cc fails
1243
1244Currently, we just give up.
1245
1246=item bypassing safe*alloc wrappers
1247
1248On some systems, it may be safe to call the system malloc directly
1249without going through the util.c safe* layers. (Such systems would
1250accept free(0), for example.) This might be a time-saver for systems
1251that already have a good malloc. (Recent Linux libc's apparently have
1252a nice malloc that is well-tuned for the system.)
1253
1254=back
1255
1256=head2 Vague possibilities
1257
1258=over 4
1259
aa689395 1260=item MacPerl
1261
3e3baf6d 1262Get some of the Macintosh stuff folded back into the main distribution.
aa689395 1263
1264=item gconvert replacement
1265
1266Maybe include a replacement function that doesn't lose data in rare
1267cases of coercion between string and numerical values.
1268
aa689395 1269=item Improve makedepend
1270
1271The current makedepend process is clunky and annoyingly slow, but it
1272works for most folks. Alas, it assumes that there is a filename
1273$firstmakefile that the B<make> command will try to use before it uses
1274F<Makefile>. Such may not be the case for all B<make> commands,
1275particularly those on non-Unix systems.
1276
1277Probably some variant of the BSD F<.depend> file will be useful.
1278We ought to check how other packages do this, if they do it at all.
1279We could probably pre-generate the dependencies (with the exception of
1280malloc.o, which could probably be determined at F<Makefile.SH>
1281extraction time.
1282
1283=item GNU Makefile standard targets
1284
1285GNU software generally has standardized Makefile targets. Unless we
1286have good reason to do otherwise, I see no reason not to support them.
1287
1288=item File locking
1289
1290Somehow, straighten out, document, and implement lockf(), flock(),
1291and/or fcntl() file locking. It's a mess.
1292
1293=back
1294
fb73857a 1295=head1 AUTHORS
aa689395 1296
fb73857a 1297Original author: Andy Dougherty doughera@lafcol.lafayette.edu .
1298Additions by Chip Salzenberg chip@perl.com and
1299Tim Bunce Tim.Bunce@ig.co.uk .
aa689395 1300
1301All opinions expressed herein are those of the authorZ<>(s).
1302
1303=head1 LAST MODIFIED
1304
bfb7748a 1305$Id: pumpkin.pod,v 1.17 1998/06/30 17:00:06 doughera Released $