NAME

Bric::Hacker - A guide for Bricolage hackers.


VERSION

$Revision: 1.49.2.1 $


DATE

$Date: 2004/05/06 03:59:53 $


DESCRIPTION

This document is designed to provide information useful to Bricolage developers. If you've got questions about hacking Bricolage that aren't answered here please post to the Bricolage developer's mailing-list (see below) and tell us about it.


MAILING LISTS

Bricolage has a number of mailing-lists that are relevant to developers:

bricolage-general@lists.sourceforge.net
This is the mailing-list for normal Bricolage users. This is a good place to go with questions about how the application works and should work. To subscribe go to:

http://lists.sourceforge.net/lists/listinfo/bricolage-general

bricolage-devel@lists.sourceforge.net
This is the place to discuss Bricolage development, propose changes, post patches and penetrate markets. To subscribe go to:

http://lists.sourceforge.net/lists/listinfo/bricolage-devel

bricolage-commits@lists.sourceforge.net
This list gets an email for every commit to the Subversion tree (see below for more about Subversion). DO NOT POST TO THIS LIST! To subscribe:

http://lists.sourceforge.net/lists/listinfo/bricolage-commits

bricolage-bugs@lists.sourceforge.net
This list gets an email for every bug-report submitted to Bugzilla (see below for Bugzilla details). DO NOT POST TO THIS LIST! To subscribe:

http://lists.sourceforge.net/lists/listinfo/bricolage-bugs


IRC

You can often find folks hanging out and occasionally discussing development issues on the #bricolage channel on the Rhizomatic IRC network.


SUBVERSION

If you're developing Bricolage then you should be working with the latest code from the Bricolage Subversion repository. You can browse the Subversion repository at http://svn.bricolage.cc/viewcvs/.

Information on connecting to the repository to checkout a working copy is at http://www.bricolage.cc/svn.html.


BUG TRACKING

Bricolage has a Bugzilla server dedicated to it:

   http://bugzilla.bricolage.cc/

You should use this system to report bugs in Bricolage. If you're looking for something to do you can also use the system to find open bugs and fix them. For more things to do see Bric::ToDo.


SUBMITTING PATCHES

Patches should be generated using the svn diff command on each of the files modified, from the root directory. For example, if you made changes to lib/Bric/Changes.pod and comp/foo.mc, you would generate a diff by running this command from the root of your Subversion checkout:

  svn diff lib/Bric/Changes.pod comp/foo.mc > patch.txt

If you created one or more new files in your changes then you'll have to add them to the patch separately using normal diff against /dev/null. For example, if you created the file inst/upgrade/1.9.1/solve_fermat.pl then you would add this to patch.txt with:

  diff -u /dev/null inst/upgrade/1.9.1/solve_fermat.pl >> patch.txt

Always create patches using an up-to-date Subversion checkout if possible. Send your patches to the bricolage-devel list mentioned above.


APPLYING PATCHES

Patches created using the method above can be applied using patch with the -p0 option from the root of your Subvesion checkout:

  patch -p0 < patch.txt

Make sure you check the results with svn diff before committing.


CODING STANDARDS

Perl

Try to follow the style of the existing Bricolage code. Except where it is bad, of course. Basically, write in the style you see in most Perl books and documentation, particularly perlstyle.

Although historically the Bricolage code has not enforced whitespace rules, we now request that you use 4-space indents (2 spaces for continued lines) and discourage the use of tabs. The following settings for some of the more popular editors are thus recommended while editing Bricolage source code.

Emacs

We strongly recommend that you use cperl-mode while editing Bricolage sources in Emacs. Grab the latest version from the CPAN, install it, and then place the following in your ~/.emacs file:

  (custom-set-variables
   '(case-fold-search t)
   '(cperl-indent-level 4)
   '(cperl-continued-statement-offset 2)
   '(cperl-tab-always-indent t)
   '(indent-tabs-mode nil))
   ;; let hashes indent normally; I think this requires
   ;; at least version 4.32 of cperl-mode.el
   '(cperl-indent-parens-as-block t)
   '(cperl-close-paren-offset -4)

Also, if you'd like to take advantage of the full functionality of cperl-mode and have it automatically parse all Perl source files, add these settings, as well:

  (defalias 'perl-mode 'cperl-mode)
  (setq auto-mode-alist
        (append
         '(("\\.\\([pP]\\([Llm]\\|erl\\)\\|al\\|pod\\)\\'" . cperl-mode))
         auto-mode-alist))
    (setq cperl-hairy t)
    (setq interpreter-mode-alist (append interpreter-mode-alist
       '(("miniperl" . cperl-mode))))

When editing Bricolage Mason components, mmm-mode can help. It's Mason mode will parse Mason component files and use sgml-mode in HTML spaces and cperl-mode in Mason blocks. Grab it from http://mmm-mode.sourceforge.net/, install it, and then add the following to your ~/.emacs file to have it automatically parse your Bricolage Mason component files:

  (add-to-list 'load-path "/usr/local/share/emacs/site-lisp")
  (require 'mmm-mode)
  (require 'mmm-mason)
  (setq mmm-global-mode 'maybe)
  (add-to-list 'auto-mode-alist '("/usr/local/bricolage/comp" . sgml-mode))
  (mmm-add-mode-ext-class 'sgml-mode "/usr/local/bricolage/comp" 'mason)

And if you need to examine the Mason object files created by Bricolage in order to chase down bugs and such, you can use the cperl-mode in those files by adding this to your ~/.emacs file:

  (add-to-list 'auto-mode-alist '("/usr/local/bricolage/data/obj" . cperl-mode))

Vim

Rafael Garcia-Suarez has written a Vim indent macro which (for the most part) duplicates the behavior of Emacs perl-mode. It is now, as of Vim 6.0, included in the Vim distribution and should be found in $VIMRUNTIME/indent/perl. The easiest way to use it though is to place the following line in your .vimrc:

    source $VIMRUNTIME/indent.vim

You'll also need to add these lines.

    set tabstop=8
    set softtabstop=4
    set shiftwidth=4
    set expandtab

The first three lines make Vim duplicate the behavior of Emacs in creating the appearance of 4 space tabs with a mix of tabs and spaces. This is necessary for reading older Bricolage files which were written this way, and haven't yet been re-tabbed.

The expandtab setting does the Right Thing under the new rules, in that it doesn't use tabs at all, only spaces.

SQL

The standard for writing SQL in Bricolage is pretty straight-forward: format the SQL in 80 columns or less, and use heredocs where possible. For example:

  my $sql = "<<    END_SQL";
      SELECT id, name, description, publish_date, cover_date, current_version,
             publish_status, active
      FROM   story
      WHERE  id = ?
      END_SQL

Also, when writing your queries, please follow the following rules with regard to table aliases:

The reason for these rules is that single-letter aliases for queries are as unreadable and unmaintainable as single-letter variables names. You get halfway down the page, and you can no longer remember to what tables they refer.

The rules above are acutally taken from O'Reilly's ``Introduction to PL/SQL Programming,'' which has an excellent chapter on code cleanliness in SQL and SQL-extension languages.

OTHER GOOD PRACTICES

Keep subroutines short. Each subroutine should handle one task. For example, if you have a subroutine get_foo, and getting ``foo'' requires getting ``bar'' and ``qux'', then make two more subroutines get_bar and get_qux and put them in the ``private functions'' section. Also if you duplicate some code in several subroutines, factor it out into another subroutine. It's easier to maintain one subroutine than to maintain three.

Limit the width of your code to 80 characters if possible. This makes them easier to read. Keeping subroutines short helps to meet this goal, as well.

Make enough comments so that someone maintaining your code can understand what is going on. Comments shouldn't be redundant with the code. They should explain non-obvious code. Comments can be bad in some cases if code changes and the corresponding comment is not kept in sync. So keep the comments in sync!

Use Perl idioms if it is clear and concise, but use them with care. Implicit variables can be slick, but hard to understand; add a comment if you use uncommon ones.

Use Mason components only for display, and put business logic into library modules and callback components. But only for as long as callbacks are in components! We hope to move them into libraries soon, at which time this rule will become even more rigid.

For POD, generally you copy/paste it from another module. Recently we are trying to cut out some of useless things like B<Side Effects:> NONE. For a canonical example, see Bric::Biz::Site.

Avoid magic values, i.e. don't hard-code numbers into code. It tends to become a maintenance problem if you put the number 1023 throughout a module and then somewhere else you have 1021; is 1021 related to 1023 (1023 - 2), or is it just another random number? And what does 1023 mean? Put a constant at the top of the module and use that, instead.

In the end, just try to follow the existing code style, and take into consideration any feedback you get from the mailing list when patches are submitted.


TESTING

All Bricolage patches should be accompanied by the necessary tests. You are strongly encouraged to write comprehensive tests that thoroughly test whatever changes or additions you make to the Bricolage API. You are also strongly encouraged to write tests for the current API, if you find that adequate tests have not yet been written (and this is true in a great many places, unfortunately). Although Bricolage does not yet support UI tests, we take our API testing seriously, and so should you. Here's what you need to know to write tests for Bricolage.

Bricolage contains a test suite based on Test::Class. The test classes live in the t/Bric directory, and all subclass Bric::Test::Base. If you're familiar with Test::More, then the syntax for how the Test::Class-based classes work should be pretty readily apparent. See the Test::Class documentation for details. It's definitely worth a read. If you haven't used Test::More, its documentation is also a must-read.

Bricolage has two different sets of tests, those run by make test and those run by make devtest. The former are stand-alone tests that don't rely on the presence of a Bricolage database to be run. They can thus be run before make install. The idea here is that we offer a basic set of tests that can be run via the standard Perl installation pattern of

  perl Makefile.PL
  make
  make test
  make install

The tests run by <make devtest> are intended to be run during development. They require that a Bricolage database be installed and running. They will SELECT, INSERT, UPDATE, and DELETE data from that database, so make devtest should never be run against a production database. Indeed, you should in general have a clean, fresh database installation to run the tests against. Although the test suite makes every effort to clean up after itself by DELETEing data it has added to the database, it is unfortunately imperfect, and extra data will be left, especially in Group-related and Attribute-related tables.

So, once more, make devtest should never be run against a production database. 'Nuff said.

You can get a clean database without reinstalling Bricolage by doing

  sudo make db
  sudo make db_grant

Answer yes when it asks you to drop the database. Then to get useful debugging output, do verbose testing with something like

  sudo make devtest TEST_VERBOSE=1 > test.out 2>&1

All of the tests are run by the inst/runtests.pl script, which in turn tells Test::Harness to execute t/Bric/Test/Runner.pm. This file will find all the necessary test classes, load them, and then run their tests. inst/runtests.pl takes a number of arguments to simplify the running of scripts, including a list of test files or classes to run, so that you can just run the tests you need to run while you're developing new tests. perldoc inst/runtests.pl for more information.

Be sure to use the testing base classes in your test classes. For non-database dependent tests (which are always in files named Test.pm, use Bric::Test::Base. For development tests, use Bric::Test::DevBase, which inherits from Bric::Test::Base. Be sure to read the documentation in these classes, as it will help you to write your tests more effectively. Pay special attention to the methods added to Bric::Test::DevBase, as they're there to help you clean up any new records you've added to the database.

And finally, when you do provide patches to Bricolage, along with the new tests to test them, make sure that all existing tests pass, as well. This means that you should always run make devtest on a fresh database build with your changes. Furthermore, if your patch involves changes to the database, you should provide the necessary upgrade script in inst/upgrade/, and also run the tests against a database that has been built from Bricolage sources untouched by your patch, and then upgraded by your upgrade script. This will help to ensure that your upgrade script modifies the database in the same way as your patch modifies the Bricolage SQL files.

And with that said, happy testing!


DEBUGGING

Bricolage is a complex application and debugging can be difficult. Here are some tips to help you find bugs faster:


PERFORMANCE TUNING

Bricolage has two separate profiling systems that you can use to extract performance data:

CAUTION: Neither of these options is appropriate for a production system.


ACTIONS AND MOVERS

A relatively simple way to contribute to Bricolage is to provide actions and movers. These are plugin modules that can add new functionality to Bricolage without needing to make changes to the existing API.

An ``action'' is an act that is performed on files before they are distributed. Say you want to clean the HTML of all of your HTML files before they're distributed. You'll need to create an action to do this. Consult the Bric::Dist::Action manpage for information on how to create actions.

Say you need to distribute files via a protocol that Bricolage doesn't currently support -- say, an new variant of FTP called ``FooTP.'' You'll need to create a new mover. Consult the Bric::Dist::Action::Mover manpage for details on how to do that.


MERGING CHANGES FROM BRANCH TO TRUNK

If you're a Bricolage developer with permission to commit to the Subversion repository, you may occasionally have to merge changes from a release branch (where bug fixes are generally committed) into the trunk. Here's how to do it with a minimum of hassle.

  1. Make sure that both the branch you are merging from and the trunk are updated and have no uncommitted changes. You can check for these differences by using the Subversion <status> and <update> commands. Running svn status will tell you if there have been any uncommitted changes to the local copy of the branch or trunk. Running svn update will merge in any updates from the copy on the Subversion server. So we recommend runing both of these commands in both the branch and the trunk and committing any necessary chaanges before continuing.
      % cd bricolage-trunk
      % svn status
      % svn update
      At revision 6123.
      % cd bricolage-branch-checkout
      % svn status
      % svn update
      At revision 6123.

  2. To merge the changes from the branch into the trunk, you need to tell the Subversion <merge> command to use the difference between two revisions in the branch to update the trunk. The two revisions to compare are, on the one hand, either the revision when the branch was created, or the revision when the branch was last merged into the trunk; and on the other hand, the current revision in the branch.

    For the latter number, you can simply use the HEAD keyword, which represents the latest revision number in the branch.

    For the former number, Bricolage has implemented a standard way of recording a merge: we create a new tag for the branch. In Subversion, branches and tags are exactly the same, the difference is only in convention. So the convention for Bricolage is to store tags in the tags subdirectory of the project directory, and branches in the branches subdirectory. The other half of the convention is that no one should ever commit changes to a tag after it has been created.

    Tags are named for the branch name, the word ``merge'', and the revision number up to which the merge was made. For example, if a merge was committed to the trunk from the rev_1_8 branch in Subversion revision # 5694, the branch would be tagged ``rev_1_8_merge_5694''.

    So get the revision number of the last merge, look in the Bricolage ViewCVS interface for the last merge tag created for the branch. Or use the Subversion list command to find it:

      % svn list http://svn.bricolage.cc/bricolage/tags | grep rev_1_8
      rev_1_8_merge_5694
      rev_1_8_merge_5825
      rev_1_8_merge_5902
      rev_1_8_merge_5995

    So now we know that we want to update the trunk with all of the changes between revision 5995 and HEAD. If no merge tag exists, then use svn log to find out at what revision number the branch was created and use that number.

  3. Now simply switch to the trunk checkout and perform the merge. Using the above examples, the merge would look like this:
      % cd bricolage-trunk
      % svn merge -r 5995:HEAD http://svn.bricolage.cc/bricolage/branches/rev_1_8
      U  lib/Bric/App/ApacheConfig.pm
      C  lib/Bric/Hacker.pod

    If you're nervous about doing the merge (don't be, it's just your local copy you're updating at this point), you can use the --dry-run option to see what files would change without changing them. Or run svn diff with the same arguments to see what the differences are:

      % svn merge -r 5995:HEAD http://svn.bricolage.cc/bricolage/branches/rev_1_8 \
        > test.diff

  4. Resolve any conflicts (hopefully none, but they do happen occasionally). Notice above that the result of the merge is a conflict in lib/Bric/Hacker.pod. To resolve the conflicts, follow the directions in the Subversion book, published online here: http://svnbook.red-bean.com/svnbook/ch03s05.html#svn-ch-3-sect-4.4.

  5. Rebuild the database and run all of the tests:
      % make devtest TEST_VERBOSE=1

    If there are any test failures, you'll need to fix those, too.

  6. Commit the changes to the trunk. Be sure to specify what revisions were merged in, and what the new tag you'll create in the branch will be named. The final revision number (represented by HEAD) happened to have been printed out when we ran svn update in step one, so it's easy to find and use:
      % svn commit -m 'Merged rev_1_8 changes 5995-6123. Will tag rev_1_8_merge_6123.'

  7. Tag the branch with the last revision, so that future merges can decide to merge only from thiat revision on.
      % svn cp http://svn.bricolage.cc/bricolage/branches/rev_1_8 \
        http://svn.bricolage.cc/bricolage/tags/rev_1_8_merge_6123 \
        -m 'Merge tag for rev_1_8 to revision 6123.'

By following this methodology we should be able to minimize the number of conflicts we get between merges. See book ``Version Control with Subversion,'' chapter 4 at http://svnbook.red-bean.com/svnbook/ch04.html, for a more detailed explanation of the whys and wheres of this approach to merging Subversion branches.


CREATING DISTRIBUTIONS

Note: To be updated to reflect use of Subvesion!

If you are a Bricolage release manager and you're getting ready to release a new version, here are the steps you'll need to take to create a distribution tarball. First, proof-read the list of changes in Bric::Changes. Also, be sure to add today's date to the header for the new release:

  =head1 VERSION 1.x.x (2003-11-29)

Next, tag the release in CVS:

  cvs -qz3 tag rel_1_x_x

If this is a major release, you'll need to create a new branch, so that it can be maintained for bug fixes separately, and then tag the release in that branch.

  cvs -qz3 tag -b rev_1_x
  cvs -qz3 tag rel_1_x_x

Next, export the sources into a new directory. Be sure to use the -kkv option with export so that the version numbers are all properly populated.

  cd /tmp
  cvs -qz3 export -r rel_1_x_x -kkv bricolage
  cd bricolage
  make dist

This will create a distribution tarball in the bricolage directory. Copy this tarball somewhere, and do a full test with it, to make sure that Bricolage does indeed build and properly install itself.

  cp bricolage-1.x.x.tar.gz /tmp/src
  cd /tmp/src
  tar zxvf bricolage-1.x.x.tar.gz
  cd bricolage-1.x.x
  perl Makefile.PL
  make
  # Shut down PostgreSQL.
  make test
  # Start PostgreSQL.
  sudo make install
  make devtest
  sudo bric_apachectl start
  # Log in to the UI and test it a bit.
  sudo make uninstall

Be sure to run make devtest after everything is installed to make sure that it is all functioning correctly. Users won't be running these tests, as they muck up the database. But that's okay for our validation of the release tarball. Use make uninstall to clean up the mess. If you have to go back and make any changes, be sure to update the tag of any files you change and commit to CVS, then do the whole thing over again. Once everything appears to be working properly, release!

Where to Send Notices

Mail Lists

bricolage-announce@lists.sourceforge.net
bricolage-general@lists.sourceforge.net
bricolage-devel@lists.sourceforge.net
mason-announce@lists.sourceforge.net
mason-users@lists.sourceforge.net
pgsql-announce@postgresql.org
pgsql-general@postgresql.org
announce@perl.apache.org
modperl@perl.apache.org
html-template-users@lists.sourceforge.net
temlates-announce@template-toolkit.org
temlates@template-toolkit.org
general@oscom.org

Web Sites

http://www.bricolage.cc/
http://www.cmsmatrix.org/
http://freshmeat.net/projects/bricolage/
http://use.perl.org/


AUTHORS

Sam Tregar <stregar@about-inc.com>

David Wheeler <david@wheeler.net>


SEE ALSO

the Bric::Admin manpage, the Bric::ToDo manpage