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2b6f822bad
lyx_mirror/lib/doc/Development.lyx
Scott Kostyshak 2b6f822bad Add CMake flag for keytests and disable by default 
The keytests were previously enabled by default if the necessary
dependencies were found. They require a GUI and mouse so can
sometimes be annoying. Further, they are not currently reliable.
They are thus now disabled by default.
2016-07-13 04:52:46 -04:00

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#LyX 2.2 created this file. For more info see http://www.lyx.org/
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\pdf_title "LyX's Development manual"
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\pdf_subject "LyX's development documentation"
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\begin_body
\begin_layout Title
Developing \SpecialChar LyX
\end_layout
\begin_layout Subtitle
Version 2.2.x
\end_layout
\begin_layout Author
by the \SpecialChar LyX
Team
\begin_inset Foot
status collapsed
\begin_layout Plain Layout
\noindent
If you have comments or error corrections, please send them to the \SpecialChar LyX
Documentatio
n mailing list,
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
\noindent
<lyx-docs@lists.lyx.org>
\end_layout
\end_inset
.
\end_layout
\end_inset
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\begin_layout Standard
\begin_inset CommandInset toc
LatexCommand tableofcontents
\end_inset
\end_layout
\begin_layout Section
Introduction
\end_layout
\begin_layout Standard
This manual documents some aspects of \SpecialChar LyX
development.
It is currently rather incomplete, but will hopefully be extended in the
future.
Meanwhile, additional information can be found in the
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
development
\end_layout
\end_inset
subfolder of the \SpecialChar LyX
source code distribution.
This document is not translated, since the development language of \SpecialChar LyX
is
English.
If you just want to use \SpecialChar LyX
, then you don't need to read this manual.
However, if you want to learn more about how \SpecialChar LyX
is developed, or even want
to participate in \SpecialChar LyX
development, you may find some interesting information
here.
\end_layout
\begin_layout Section
File formats
\end_layout
\begin_layout Standard
\SpecialChar LyX
uses several custom file formats for configuration files and documents.
This chapter contains some background concerning these file formats.
Several file formats are also described in detail in the regular user documenta
tion.
\end_layout
\begin_layout Subsection
File Format Numbers
\end_layout
\begin_layout Subsection
When is an update of the .lyx file format number needed?
\begin_inset CommandInset label
LatexCommand label
name "sec:When-is-an"
\end_inset
\end_layout
\begin_layout Standard
When you are working on a new feature you may ask yourself whether it needs
an update of the .lyx file format number.
Whether an update is needed or not is not always obvious.
Rule of thumb:
\end_layout
\begin_layout Quote
Whenever there is the danger that a previous version of LyX cannot open
a file using the new feature, a file format update is needed.
\end_layout
\begin_layout Standard
The file format change allows lyx2lyx rules to implement backwards compatibility.
Below you can find a list of reasons for file format updates with explanations:
\end_layout
\begin_layout Description
New
\begin_inset space ~
\end_inset
document
\begin_inset space ~
\end_inset
setting Whenever you introduce a new setting that is stored in the document
header, a file format update is needed.
\end_layout
\begin_layout Description
Removed
\begin_inset space ~
\end_inset
document
\begin_inset space ~
\end_inset
setting If a certain setting becomes obsolete and gets removed, a file format
update is needed.
\end_layout
\begin_layout Description
New
\begin_inset space ~
\end_inset
valid
\begin_inset space ~
\end_inset
value
\begin_inset space ~
\end_inset
for
\begin_inset space ~
\end_inset
an
\begin_inset space ~
\end_inset
existing
\begin_inset space ~
\end_inset
setting, e.
\begin_inset space \thinspace{}
\end_inset
g.
\end_layout
\begin_deeper
\begin_layout Description
\paragraph_spacing single
Automatically
\begin_inset space ~
\end_inset
loaded
\begin_inset space ~
\end_inset
math
\begin_inset space ~
\end_inset
package The reason for this is that there is no true ERT inset for math
formulas: Each command is parsed, and if a user happens to define a local
command with the same name as a command that triggers an automatic load
of a package, they need to be able to switch off the automatic loading
of that package.
This switch is stored by the
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
use_package
\end_layout
\end_inset
header setting.
\end_layout
\begin_layout Description
New
\begin_inset space ~
\end_inset
language that is stored in
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
\backslash
language
\end_layout
\end_inset
.
\begin_inset Note Note
status collapsed
\begin_layout Plain Layout
This requirement is under discussion.
\end_layout
\end_inset
\end_layout
\end_deeper
\begin_layout Description
New
\begin_inset space ~
\end_inset
inset Of course a new inset requires a file format update.
\end_layout
\begin_layout Description
New
\begin_inset space ~
\end_inset
style If a new style or inset layout is added to any layout file or module
shipped with \SpecialChar LyX
, then a new file format is needed in the master (development)
branch.
It is possible to backport new styles to the stable version without a file
format change.
See
\begin_inset CommandInset ref
LatexCommand ref
reference "subsec:Backporting-new-styles"
\end_inset
for more information.
\end_layout
\begin_layout Description
Removed
\begin_inset space ~
\end_inset
style If a style or inset layout is removed in any layout file or module
shipped with \SpecialChar LyX
, a new file format is required.
\end_layout
\begin_layout Standard
However,
\series bold
new
\series default
layouts and modules do
\series bold
not
\series default
require a file format update (changed 03/16, see
\begin_inset CommandInset ref
LatexCommand ref
reference "subsec:New-layouts"
\end_inset
).
\end_layout
\begin_layout Standard
If you are still unsure, please ask on the development list.
\end_layout
\begin_layout Subsection
\begin_inset CommandInset label
LatexCommand label
name "subsec:update_lyx_files"
\end_inset
How to update the file format number of .lyx files
\end_layout
\begin_layout Standard
Once you come to the conclusion that a file format update is needed, you
should use the following procedure to perform the update:
\end_layout
\begin_layout Enumerate
Implement and test the new feature, including the reading and writing of
.lyx files.
Note that any file produced at this stage does not use a valid format,
so do not use this version of \SpecialChar LyX
for working on any important documents.
\end_layout
\begin_layout Enumerate
\begin_inset CommandInset label
LatexCommand label
name "enu:Describe_format"
\end_inset
Describe the new format in
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
development/FORMAT
\end_layout
\end_inset
.
\end_layout
\begin_layout Enumerate
Update the \SpecialChar LyX
file format number in
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
src/version.h
\end_layout
\end_inset
.
\end_layout
\begin_layout Enumerate
Update the range of file formats in the array
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
format_relation
\end_layout
\end_inset
in
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
lib/lyx2lyx/LyX.py
\end_layout
\end_inset
.
\end_layout
\begin_layout Enumerate
\begin_inset CommandInset label
LatexCommand label
name "enu:Add-an-entry"
\end_inset
Add an entry to both format lists (for conversion and reversion) in
\begin_inset Newline newline
\end_inset
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
lib/lyx2lyx/lyx_2_3.py
\end_layout
\end_inset
.
Add a conversion routine if needed (e.
\begin_inset space \thinspace{}
\end_inset
g., a new header setting always needs a conversion that adds the new setting,
but a new document language does not need one).
Add a reversion routine if needed.
\begin_inset Newline newline
\end_inset
While the conversion routine is required to produce a document that is equivalen
t to the old version, the requirements of the reversion are not that strict.
If possible, try to produce a proper reversion, using ERT if needed, but
for some features this might be too complicated.
In this case, the minimum requirement of the reversion routine is that
it produces a valid document which can be read by an older \SpecialChar LyX
.
If absolutely needed, even data loss is allowed for the reversion.
(In that case, you might want to add a LyX comment that indicates what
you have had to do, so the user is at least warned).
\end_layout
\begin_layout Enumerate
Since tex2lyx has several implicit file format dependencies caused by sharing
code with \SpecialChar LyX
, updating the file format of .lyx files produced by tex2lyx at
the same time as updating the main .lyx file format is strongly recommended.
Therefore, a compiler warning will be issued if the \SpecialChar LyX
and tex2lyx .lyx file
format numbers differ.
In many cases the tex2lyx update requires only the first and last item
of the list below:
\end_layout
\begin_deeper
\begin_layout Enumerate
Update the tex2lyx file format number in
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
src/version.h
\end_layout
\end_inset
.
\end_layout
\begin_layout Enumerate
If the lyx2lyx conversion from the old to the new format is empty, or if
tex2lyx does not yet output the changed feature, you do not need any further
tex2lyx changes.
Otherwise, search for the changed feature in tex2lyx, and adjust the output
according to the lyx2lyx changes.
\end_layout
\begin_layout Enumerate
Update the tex2lyx test references as described in
\begin_inset CommandInset ref
LatexCommand formatted
reference "sec:Updating-test-references"
\end_inset
.
\end_layout
\end_deeper
\begin_layout Enumerate
If you did not implement full tex2lyx support for the new feature, add a
line to
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
src/tex2lyx/TODO.txt
\end_layout
\end_inset
describing the missing bits.
Note that it is perfectly fine if you do not add full tex2lyx support for
a new feature: The updating recommendation above is only issued for the
syntax of the produced .lyx file.
It is no problem if some features supported by \SpecialChar LyX
are still output as ERT
by tex2lyx.
The problems in the past that resulted in the update recommendation were
related to mixed version syntax, not ERT.
\end_layout
\begin_layout Enumerate
It would be nice if you could create a .lyx test file which contains instances
of all changed or added features.
This could then be used to test lyx2lyx and tex2lyx.
Unfortunately, it has not yet been decided how to collect such examples,
so please ask on the development list if you want to create one.
\end_layout
\begin_layout Enumerate
\begin_inset CommandInset label
LatexCommand label
name "enu:updatefiles"
\end_inset
Update LyX's .lyx documentation files to the new format.
The developer who makes the change knows best what changes to expect when
inspecting the resulting diff.
Because of this, you might be able to catch a bug in the lyx2lyx code that
updates the format just by taking a quick scan through the large diff that
is the result.
\begin_inset Note Note
status collapsed
\begin_layout Plain Layout
Another advantage is that if later we suspect a bug in lyx2lyx we can easily
see which layout update made an unexpected change by looking at the git
log of a .lyx file that suffers the problem.
\end_layout
\end_inset
To do this, first make sure that there are no changes to the git repository
that you will not want to commit (this is needed because it will be convenient
to commit with the command
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
git commit -a
\end_layout
\end_inset
).
Then run the following command in the root folder of the source:
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
python development/tools/updatedocs.py
\end_layout
\end_inset
.
Look at the resulting changes using the command
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
git diff
\end_layout
\end_inset
.
If anything looks surprising, please investigate.
Keep in mind that the case of
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
LFUNs.lyx
\end_layout
\end_inset
is special, because it is first generated with
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
gen_lfuns.py
\end_layout
\end_inset
before being converted to the latest format.
Finally, commit using
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
git commit -a
\end_layout
\end_inset
.
\end_layout
\begin_layout Subsection
Updating the file format number of layout files
\end_layout
\begin_layout Standard
The procedure for updating the layout files is similar to that in step
\begin_inset CommandInset ref
LatexCommand ref
reference "enu:updatefiles"
\end_inset
in section
\begin_inset CommandInset ref
LatexCommand ref
reference "subsec:update_lyx_files"
\end_inset
.
One need only run
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
python development/tools/updatelayouts.py
\end_layout
\end_inset
instead of
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
updatedocs.py
\end_layout
\end_inset
.
\end_layout
\begin_layout Standard
Note that we do not automatically any local layout used in the
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
.lyx
\end_layout
\end_inset
files shipped with \SpecialChar LyX
because users would then not be able to export to older
formats.
For example, if a 2.2.0 user exported a template to 2.1.x format and tried
to open the file in \SpecialChar LyX
2.1.x, there would be an error because the file would
contain a local layout whose format is too new.
The root reason for this is that we do not support converting layouts to
older layout formats, as we do for the
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
.lyx
\end_layout
\end_inset
file format.
\end_layout
\begin_layout Subsection
Updating the file format number of bind/ui files
\end_layout
\begin_layout Standard
A change to the functionality of existing LFUNs can require a conversion
of
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
.bind
\end_layout
\end_inset
and
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
.ui
\end_layout
\end_inset
files, and therefore an increment of the LFUN format, as well as a conversion
of Info insets in
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
.lyx
\end_layout
\end_inset
files for manuals.
The latter cannot be done automatically and also requires an update of
the \SpecialChar LyX
file format.
(Think e.g.
\begin_inset space \space{}
\end_inset
of someone who might have made a set of \SpecialChar LyX
teaching manuals for use in their
own group.)
\begin_inset Foot
status open
\begin_layout Plain Layout
\begin_inset Flex URL
status open
\begin_layout Plain Layout
http://www.lyx.org/trac/ticket/9794
\end_layout
\end_inset
\end_layout
\end_inset
\end_layout
\begin_layout Standard
To update the LFUN format:
\end_layout
\begin_layout Enumerate
Increment the LFUN file format number in
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
src/LyXAction.h
\end_layout
\end_inset
.
\end_layout
\begin_layout Enumerate
Implement the LFUN conversion in
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
lib/scripts/prefs2prefs_lfuns.py
\end_layout
\end_inset
.
\end_layout
\begin_layout Enumerate
See step
\begin_inset CommandInset ref
LatexCommand ref
reference "enu:updatefiles"
\end_inset
in section
\begin_inset CommandInset ref
LatexCommand ref
reference "subsec:update_lyx_files"
\end_inset
but instead of the
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
updatedocs.py
\end_layout
\end_inset
command, use this command:
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
bash development/tools/updatelfuns.sh
\end_layout
\end_inset
.
\begin_inset Note Note
status open
\begin_layout Plain Layout
This file should really be converted to python.
\end_layout
\end_inset
\end_layout
\begin_layout Enumerate
Update Info insets in
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
.lyx
\end_layout
\end_inset
files.
To do so, increment the \SpecialChar LyX
format and proceed as in
\begin_inset CommandInset ref
LatexCommand ref
reference "subsec:update_lyx_files"
\end_inset
, steps
\begin_inset CommandInset ref
LatexCommand ref
reference "enu:Describe_format"
\end_inset
–
\begin_inset CommandInset ref
LatexCommand ref
reference "enu:updatefiles"
\end_inset
.
In the lyx2lyx implementation (step
\begin_inset CommandInset ref
LatexCommand ref
reference "enu:Add-an-entry"
\end_inset
), implement a conversion similar to the one in
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
prefs2prefs_lfuns.py
\end_layout
\end_inset
above, as well as a corresponding reversion; for this one can use
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
convert_info_insets
\end_layout
\end_inset
from
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
lib/lyx2lyx/lyx2lyx_tools.py
\end_layout
\end_inset
.
\end_layout
\begin_layout Subsection
Backporting new styles to the stable version
\begin_inset CommandInset label
LatexCommand label
name "subsec:Backporting-new-styles"
\end_inset
\end_layout
\begin_layout Standard
Starting with the stable \SpecialChar LyX
2.1 branch, there is a mechanism in place to backport
new styles to the stable version without the need to update the file format.
The basic idea is that the new style definition is automatically copied
to the document preamble so that it can even be used by older minor versions
that did not yet include the style.
To backport a new style to the stable version, the following steps are
needed:
\end_layout
\begin_layout Enumerate
Add the line
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
ForceLocal -1
\end_layout
\end_inset
to the style definition in the development version.
\end_layout
\begin_layout Enumerate
Copy the style definition to the stable version, but use
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
ForceLocal 1
\end_layout
\end_inset
instead.
If needed adjust the format to the one used by the stable version (see
the customization manual for details of the layout file format).
\end_layout
\begin_layout Enumerate
For each update of the style in a later stable version, increase the argument
of
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
ForceLocal
\end_layout
\end_inset
by one.
(In the stable version, the development version should not be touched.)
\end_layout
\begin_layout Standard
For details about the
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
ForceLocal
\end_layout
\end_inset
flag see the customization manual.
No
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
lyx2lyx
\end_layout
\end_inset
support is needed for backported styles: Since the style of the development
version has an infinite version number, it will always be used.
Furthermore, since its version number is less than one, the style will
not be written anymore to the document header for files saved by the new
version.
\end_layout
\begin_layout Section
New layouts and modules
\end_layout
\begin_layout Standard
\begin_inset Note Greyedout
status open
\begin_layout Description
Note: This section is currently only a proposal under discussion.
Please correct/amend as suited.
Remove this note once a consensus is found.
\end_layout
\begin_layout Plain Layout
See the thread
\begin_inset Quotes eld
\end_inset
Proposal for a guide on updating layouts
\begin_inset Quotes erd
\end_inset
for details and background
\end_layout
\begin_layout Plain Layout
http://permalink.gmane.org/gmane.editors.lyx.devel/161126
\end_layout
\end_inset
\end_layout
\begin_layout Subsection
\begin_inset CommandInset label
LatexCommand label
name "subsec:New-layouts"
\end_inset
New layouts
\end_layout
\begin_layout Standard
Adding a new layout file to the \SpecialChar LyX
library makes it an
\begin_inset Quotes eld
\end_inset
officially supported
\begin_inset Quotes erd
\end_inset
layout.
You should therefore think carefully about whether you really want to do
this and discuss it on lyx-devel, since you will need to be prepared to
update and fix the layout if necessary.
If the layout is experimental or for a rarely used document class, then
it may be better to add it to the relevant portion of the \SpecialChar LyX
wiki, as a user
contribution.
See
\begin_inset CommandInset href
LatexCommand href
target "https://wiki.lyx.org/Layouts/Layouts"
\end_inset
.
\end_layout
\begin_layout Standard
In older versions of this document, it was stated that new layout files
require a file format change.
After some discussion it was decided that this is not needed.
\begin_inset Foot
status open
\begin_layout Plain Layout
See
\begin_inset CommandInset href
LatexCommand href
name "the thread “Proposal for a guide on updating layouts”"
target "http://permalink.gmane.org/gmane.editors.lyx.devel/161202"
\end_inset
.
\end_layout
\end_inset
\end_layout
\begin_layout Quote
For reference, here are the arguments on each side
\end_layout
\begin_deeper
\begin_layout Description
Pro
\begin_inset Quotes eld
\end_inset
New layout files are a file format change
\begin_inset Quotes erd
\end_inset
\end_layout
\begin_layout Itemize
All documents produced by 2.2.
\begin_inset Formula $x$
\end_inset
can always be edited and exported even if
\begin_inset Formula $x$
\end_inset
is different.
This is important for people using different machines, or exchanging work
with colleagues.
\end_layout
\begin_layout Description
Con
\begin_inset Quotes eld
\end_inset
New layout files are not a file format change
\begin_inset Quotes erd
\end_inset
\end_layout
\begin_layout Itemize
No new LaTeX classes can be supported in a stable version, and stable versions
have a typical lifetime of 2–3 years.
\end_layout
\begin_layout Itemize
We have the same situation already with custom layout files: If a document
using a custom layout file is moved between machines or people, then the
layout file needs to be exchanged as well.
If that is not done, then we have a fallback implemented so that such documents
can still be edited, but not exported, and the user gets a warning.
\end_layout
\begin_layout Itemize
The lyx2lyx script cannot do anything useful in such a case.
\end_layout
\end_deeper
\begin_layout Standard
If you have decided that you are going to add a new layout file to \SpecialChar LyX
itself,
then, you should do the following:
\end_layout
\begin_layout Enumerate
Put your new layout file in
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
lib/layouts/
\end_layout
\end_inset
and add it to Git (
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
git add lib/layouts/newlayout.layout
\end_layout
\end_inset
) so that it will be committed.
\end_layout
\begin_layout Enumerate
Add an entry in
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
lib/Makefile.am
\end_layout
\end_inset
, so that the new layout actually gets installed.
\end_layout
\begin_layout Enumerate
Add an entry in
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
lib/doc/LaTeXConfig.lyx
\end_layout
\end_inset
containing in particular a line like
\end_layout
\begin_deeper
\begin_layout Quote
Found: [InsetInfo]
\end_layout
\begin_layout Standard
where [InsetInfo] is obtained by entering in the minibuffer (Alt+X)
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
info-insert textclass <name>
\end_layout
\end_inset
.
This inset will automatically display a boxed
\begin_inset Quotes eld
\end_inset
yes
\begin_inset Quotes erd
\end_inset
or
\begin_inset Quotes eld
\end_inset
no
\begin_inset Quotes erd
\end_inset
depending on the availability of the package.
\end_layout
\end_deeper
\begin_layout Enumerate
A template or example is strongly encouraged (but not necessarily required).
It is also possible to provide both.
Add them to
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
lib/templates/
\end_layout
\end_inset
or
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
lib/examples/
\end_layout
\end_inset
, respectively.
\end_layout
\begin_layout Enumerate
Reconfigure \SpecialChar LyX
.
\end_layout
\begin_layout Enumerate
Ensure the autotests for the new layout pass (see
\begin_inset CommandInset ref
LatexCommand ref
reference "par:when-to-run-an-export-test"
\end_inset
).
\end_layout
\begin_layout Subsection
New modules
\end_layout
\begin_layout Standard
Adding a new module is very similar to adding a new layout.
Therefore, the previous section applies to new modules as well, with two
exceptions:
\end_layout
\begin_layout Enumerate
You only need to add an entry to
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
lib/doc/LaTeXConfig.lyx
\end_layout
\end_inset
if the module requires a LaTeX package.
In that case, the command for entering the InsetInfo is:
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
\paragraph_spacing single
info-insert package <name>
\end_layout
\end_inset
\end_layout
\begin_layout Enumerate
Modules do not need a template, only an example, which is strongly encouraged
but not necessarily required.
\end_layout
\begin_layout Subsection
Layouts for document classes with incompatible versions
\end_layout
\begin_layout Standard
Every now and then, there are changes to LaTeX document classes that break
backwards compatibility.
\begin_inset Foot
status collapsed
\begin_layout Plain Layout
Uwe has suggested we implement automatic detection of changes in class files.
This could be done by running a script every month that checks if a document
class was changed at CTAN and at the homepages of the scientific journals.
If it reports a change, we can check if our template and layout file are
still usable with the changed document class.
(This is different from the autotests insofar, as this would also catch
changes that do not result in compilation errors.)
\end_layout
\end_inset
Reasons can be a new name for the
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
*.cls
\end_layout
\end_inset
file, removed \SpecialChar LaTeX
commands, or both.
How should this best be handled in \SpecialChar LyX
?
\end_layout
\begin_layout Standard
The idea is to support the new version with a new \SpecialChar LyX
layout so that:
\end_layout
\begin_layout Itemize
Existing documents can still be opened in \SpecialChar LyX
and will continue to work on
systems where the old version is still installed.
\end_layout
\begin_layout Itemize
With differently named
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
*.cls
\end_layout
\end_inset
files, \SpecialChar LyX
can check for the availability of the particular version and reflect
this in the GUI.
Different document class versions with the same file name are currently
(2.2.x) not detected by the configuration script.
This is planned for 2.3.
\begin_inset Foot
status collapsed
\begin_layout Plain Layout
https://www.mail-archive.com/lyx-devel@lists.lyx.org/msg192467.html
\end_layout
\begin_layout Plain Layout
However, what we really need is version detection for the configuration,
so that the user can be warned if the required class file has the wrong
version.
(If the class file keeps the name over the version change, only one of
the two layout files generates compilable documents.)
\end_layout
\begin_layout Plain Layout
This point was also made here: http://permalink.gmane.org/gmane.editors.lyx.devel/143
798
\end_layout
\end_inset
\end_layout
\begin_layout Itemize
The new layout can be added both to the master and the stable branches,
in accord with the policy discussed in
\begin_inset CommandInset ref
LatexCommand formatted
reference "subsec:New-layouts"
\end_inset
.
No lyx2lyx conversion is then required when a new major version is released.
\end_layout
\begin_layout Standard
The user can move an existing document to the new version simply by selecting
a new document class.
This step is well supported by \SpecialChar LyX
, with established methods for handling
unsupported styles and other changes.
This way, no lyx2lyx code is required.
\end_layout
\begin_layout Standard
The steps to support a new version of an existing document class are thus:
\end_layout
\begin_layout Itemize
Create a new layout file including the upstream version in the name (avoid
special characters like spaces and dots), e.g.
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
acmsiggraph-v0-92.layout
\end_layout
\end_inset
.
\end_layout
\begin_layout Itemize
Include the name of the
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
*.cls
\end_layout
\end_inset
file as an optional argument in the
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
\backslash
DeclareLaTeXClass
\end_layout
\end_inset
line and include the version number in the GUI name:
\begin_inset Newline newline
\end_inset
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
\backslash
DeclareLaTeXClass[acmsiggraph]{ACM SIGGGRAPH (v.
\begin_inset space ~
\end_inset
0.92)}
\end_layout
\end_inset
\end_layout
\begin_layout Itemize
Update the GUI name in the old layout file (whose name should not be changed),
e.g.:
\begin_inset Newline newline
\end_inset
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
\backslash
DeclareLaTeXClass{ACM SIGGRAPH (<= v.
\begin_inset space ~
\end_inset
0.91, obsolete)}
\end_layout
\end_inset
\end_layout
\begin_layout Itemize
To avoid duplicate definitions, the new layout can
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
Input
\end_layout
\end_inset
the old layout file and add\SpecialChar breakableslash
remove\SpecialChar breakableslash
obsolete\SpecialChar breakableslash
modify settings and styles (similar
to the inclusion of
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
*.inc
\end_layout
\end_inset
files).
\end_layout
\begin_deeper
\begin_layout Standard
It may be tempting to let the new layout be the
\begin_inset Quotes eld
\end_inset
master version
\begin_inset Quotes erd
\end_inset
and have the old layout import it.
However, this should not be done because any changes to the new layout
would need undo steps in the importing old layout.
\end_layout
\end_deeper
\begin_layout Itemize
If the new LaTeX document class obsoletes the old one, update the example
and template files to use the new layout.
Add a note about the changes (preferably with a pointer to the documentation
of the changes).
\end_layout
\begin_deeper
\begin_layout Standard
This way, new documents based on the template or example will use the up-to-date
document class version.
\end_layout
\end_deeper
\begin_layout Standard
\begin_inset Newpage newpage
\end_inset
\end_layout
\begin_layout Section
Tests
\end_layout
\begin_layout Standard
Automated tests are an important tool to detect bugs and regressions in
software development.
Some projects like gcc even require each bug fix to be accompanied by a
test case for the automatic test suite, that would detect this bug.
Testing interactive features automatically is of course very hard, but
core functionality like document import and export can be tested quite
easily, and some tests of this kind exist.
\end_layout
\begin_layout Subsection
unit tests
\end_layout
\begin_layout Standard
There are attempts to set up a suite of unit tests for LyX.
\end_layout
\begin_layout Standard
TODO: describe what is done and what is still to do.
\end_layout
\begin_layout Subsection
tex2lyx tests
\end_layout
\begin_layout Standard
The tex2lyx tests are located in the
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
src/tex2lyx/test
\end_layout
\end_inset
subfolder of the \SpecialChar LyX
source code distribution.
The actual testing is performed by the simple python script
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
src/tex2lyx/test/runtests.py
\end_layout
\end_inset
.
Each test consists of two files:
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
<test name>.tex
\end_layout
\end_inset
contains the \SpecialChar LaTeX
code that should be tested.
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
<test name>.lyx.lyx
\end_layout
\end_inset
contains the expected output of tex2lyx.
When a test is run, the actual produced output is compared with the stored
reference output.
The test passes if both are identical.
The test machinery is also able to generate a file
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
<test name>.lyx.tex
\end_layout
\end_inset
by exporting the produced .lyx file with \SpecialChar LyX
again.
This may be useful for roundtrip comparisons.
\end_layout
\begin_layout Subsubsection
Running the tests
\end_layout
\begin_layout Standard
The tex2lyx tests can be run in several ways.
When in the
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
src/tex2lyx
\end_layout
\end_inset
subfolder of the build directory, the commands
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
ctest
\end_layout
\end_inset
(cmake, all platforms),
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
make test
\end_layout
\end_inset
(cmake, when using a make based build system and not MSVC) or
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
make alltests
\end_layout
\end_inset
(autotools) will run the tex2lyx tests.
Alternatively, in the root of the build directory, the command
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
ctest -R tex2lyx
\end_layout
\end_inset
runs all tests whose names match the regex
\begin_inset Quotes eld
\end_inset
tex2lyx
\begin_inset Quotes erd
\end_inset
.
Another way to run the tex2lyx tests in the root build directory is to
instead use the command
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
ctest -L '(cmplyx|roundtrip)'
\end_layout
\end_inset
, which runs all tests categorized with the label
\begin_inset Quotes eld
\end_inset
roundtrip
\begin_inset Quotes erd
\end_inset
or
\begin_inset Quotes eld
\end_inset
cmplyx
\begin_inset Quotes erd
\end_inset
.
If a test fails, the differences between the expected and actual results
are output in unified diff format.
\end_layout
\begin_layout Subsubsection
Updating test references
\begin_inset CommandInset label
LatexCommand label
name "sec:Updating-test-references"
\end_inset
\end_layout
\begin_layout Standard
In some cases a changed tex2lyx output is not a test failure, but wanted,
e.
\begin_inset space \thinspace{}
\end_inset
g.
\begin_inset space \space{}
\end_inset
if a tex2lyx bug was fixed, or a new feature was added.
In these cases the stored references need to be updated.
To do so if using autotools, call
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
make updatetests
\end_layout
\end_inset
in the
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
src/tex2lyx
\end_layout
\end_inset
subdirectory of the build directory.
If instead using CMake, call
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
make updatetex2lyxtests
\end_layout
\end_inset
in the build directory or in the
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
src/tex2lyx/test
\end_layout
\end_inset
subdirectory of the build directory.
\begin_inset Foot
status collapsed
\begin_layout Plain Layout
Note that this is a case where a make target in the build directory can
affect the source directory, which might not be advisable.
\end_layout
\end_inset
On Windows do the following:
\end_layout
\begin_layout Itemize
Assure that the path to the python.exe is in your system PATH variable.
\end_layout
\begin_layout Itemize
Double-click on the file
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
updatetex2lyxtests.vcxproj
\end_layout
\end_inset
in the build directory or in the
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
src/tex2lyx/test
\end_layout
\end_inset
subdirectory of your build directory.
\end_layout
\begin_layout Itemize
In the appearing MSVC program right-click on the project
\family sans
updatetex2lyxtests
\family default
in the project explorer and chose
\family sans
Create
\family default
.
\end_layout
\begin_layout Standard
For convenience, these commands also produce re-exported roundtrip .lyx.tex
files.
Please examine the changed output carefully before committing the changed
files to the repository: Since the test machinery does not do a roundtrip
test .tex
\begin_inset Formula $\Rightarrow$
\end_inset
.lyx
\begin_inset Formula $\Rightarrow$
\end_inset
.tex, and does not compare the produced dvi or pdf output, it assumes that
the stored .lyx reference produces correct output if processed by \SpecialChar LyX
.
There is only one chance to detect wrong output: before committing a new
reference.
Once it is committed, it is quite difficult to verify whether it is correct.
\end_layout
\begin_layout Standard
Please
\emph on
do not
\emph default
update the test references by opening them with \SpecialChar LyX
or directly running lyx2lyx
on them.
This would not work, since lyx2lyx and \SpecialChar LyX
produce slightly different files
regarding insignificant whitespace and line breaks.
\end_layout
\begin_layout Subsubsection
Adding a new test
\end_layout
\begin_layout Standard
In many cases tests for new features may be added to one of the existing
test files, but sometimes this is not possible or not wanted.
Then a new test file needs to be added:
\end_layout
\begin_layout Enumerate
Create the new file
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
src/tex2lyx/test/<test name>.tex
\end_layout
\end_inset
and run tex2lyx in roundtrip mode to produce the file
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
src/tex2lyx/test/<test name>.lyx.lyx
\end_layout
\end_inset
.
This file will be the new reference.
\end_layout
\begin_layout Enumerate
Once you confirmed that the tex2lyx output is correct, add the new files
to the corresponding lists in
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
src/tex2lyx/test/runtests.py
\end_layout
\end_inset
,
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
src/tex2lyx/Makefile.am
\end_layout
\end_inset
and
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
src/tex2lyx/test/CMakeLists.txt
\end_layout
\end_inset
.
\end_layout
\begin_layout Enumerate
Commit the changes to the repository, or send a patch to the development
list and ask for committing if you do not have commit rights.
\end_layout
\begin_layout Subsection
ctest automatic tests
\end_layout
\begin_layout Standard
Some tests are located in the
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
development/autotests/
\end_layout
\end_inset
subfolder of the \SpecialChar LyX
source code distribution.
\begin_inset Foot
status open
\begin_layout Plain Layout
The README document in this folder only describes the
\begin_inset Quotes eld
\end_inset
keytests
\begin_inset Quotes erd
\end_inset
subset of autotests!
\end_layout
\end_inset
\end_layout
\begin_layout Standard
These tests can be run by the commands
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
ctest
\end_layout
\end_inset
in the
\emph on
build directory
\emph default
(all platforms) or (when using a make based build system and not MSVC)
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
make test
\end_layout
\end_inset
in the
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
autotests/
\end_layout
\end_inset
subfolder of the
\emph on
build directory
\emph default
.
The test logs are written to the
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
Testing/Temporary/
\end_layout
\end_inset
subfolder of the
\emph on
\emph default
build directory.
\end_layout
\begin_layout Subsubsection
Export tests
\end_layout
\begin_layout Standard
The export tests are integration tests.
They take longer to run and are more likely to break than the tex2lyx tests.
Nevertheless, they have caught many regressions and without a better alternativ
e it is important to keep them up-to-date and understand how they work.
\end_layout
\begin_layout Standard
The export tests
\begin_inset Quotes eld
\end_inset
reuse
\begin_inset Quotes erd
\end_inset
documentation, template, and example documents.
In addition, there are a number of dedicated sample documents in the
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
autotests/export/
\end_layout
\end_inset
subfolder of the \SpecialChar LyX
source code distribution.
All samples are (after copying and eventual processing by scripts) exported
to various output formats via the
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
—export-to
\end_layout
\end_inset
command line option.
The tests checks for errors reported by LyX.
(However, error-free export is no guarantee for an error-free output document.)
\end_layout
\begin_layout Paragraph
\begin_inset CommandInset label
LatexCommand label
name "par:when-to-run-an-export-test"
\end_inset
Expectations of LyX developers
\end_layout
\begin_layout Standard
Because the export tests are integration tests and take a long time to run,
LyX developers are rarely expected to run all of the tests.
Here are some good practices to follow by developers:
\end_layout
\begin_layout Itemize
When making a non-trivial change to a .layout file, run the export and layout
tests corresponding with that .layout file.
\end_layout
\begin_layout Itemize
When making non-trivial changes to a .lyx file, run the export tests correspondin
g to that .lyx file.
\begin_inset Foot
status collapsed
\begin_layout Plain Layout
This rule is due to revision.
\end_layout
\begin_layout Plain Layout
There is an objection from the documentation maintainer that working on
the documentation must not be complicated by having to consider non-standard
exports.
\end_layout
\begin_layout Itemize
successful compiling/testing an edited documentation file with pdflatex
suffices to ensure it can be commited, not tests with other exports are
required.
\end_layout
\begin_layout Plain Layout
If sudden failures with other exports due to “half-tested” documentation
updates are a problem for the test maintainer, the test suite should use
copies that are
\end_layout
\begin_layout Itemize
copied to a cache dir (autotests/samples/doc/, say) but not changed,
\end_layout
\begin_layout Itemize
updated regularely (but on a time chosen by the test suite maintainer) from
the originals in lib/doc/
\end_layout
\begin_layout Plain Layout
This way,
\end_layout
\begin_layout Itemize
no test will fail due to ongoing work on documentation,
\end_layout
\begin_layout Itemize
the documentation is still tested in full (with some delay),
\end_layout
\begin_layout Itemize
failures with non-default export can be examined and handled accordingly
in one run with the cache update,
\end_layout
\begin_layout Itemize
“interesting failures” (like the nested-language+polyglossia problem in
es/Customization can be separated and moved into dedicated test samples.
\end_layout
\end_inset
\end_layout
\begin_layout Itemize
When making non-trivial changes to LyX's \SpecialChar LaTeX
export code (e.g.
touching the encoding code or package handling code that you expect will
change the exported \SpecialChar LaTeX
in some way):
\end_layout
\begin_deeper
\begin_layout Standard
\paragraph_spacing single
Consider running all of the export tests before and after your change.
If there are differences, please reconcile these (i.e.
fix the bug or fix the tests)
\emph on
before
\emph default
committing.
Ask for help if you're not sure what to.
\end_layout
\begin_layout Standard
If you do not want to run the tests,
\end_layout
\begin_layout Itemize
post the patch on the list and others will run the tests and eventually
ask for fixes, or
\end_layout
\begin_layout Itemize
commit, but be prepared to fix eventually arising problems or to revert
the commit if there is no easy fix.
\end_layout
\end_deeper
\begin_layout Itemize
Understand how to interpret test failures.
If your commit is found to have broken a test, you should be able to interpret
the test results when made aware of them.
See Section
\begin_inset CommandInset ref
LatexCommand ref
reference "subsec:Interpreting-export-tests"
\end_inset
.
\end_layout
\begin_layout Paragraph
\begin_inset CommandInset label
LatexCommand label
name "par:export-test-output-formats"
\end_inset
Output formats
\end_layout
\begin_layout Standard
The following output formats are currently tested for each sample document
(see
\begin_inset CommandInset ref
LatexCommand ref
reference "par:Export-test-filtering"
\end_inset
for exceptions):
\end_layout
\begin_layout Labeling
\labelwidthstring 00.00.0000
LyX:
\end_layout
\begin_deeper
\begin_layout Labeling
\labelwidthstring 00.00.0000
lyx16 LyX 1.6 file format (lyx2lyx)
\end_layout
\begin_layout Labeling
\labelwidthstring 00.00.0000
lyx21 LyX 2.1 file format (lyx2lyx)
\end_layout
\begin_layout Labeling
\labelwidthstring 00.00.0000
xhtml LyXHTML (native LyX HTML export)
\end_layout
\end_deeper
\begin_layout Labeling
\labelwidthstring 00.00.0000
LyX
\begin_inset space ~
\end_inset
+
\begin_inset space ~
\end_inset
LaTeX:
\end_layout
\begin_deeper
\begin_layout Labeling
\labelwidthstring pdf5msystemFM
dvi DVI (8-bit latex)
\end_layout
\begin_layout Labeling
\labelwidthstring pdf5msystemFM
dvi3_texF DVI (LuaTeX with 8-bit TeX fonts)
\end_layout
\begin_layout Labeling
\labelwidthstring pdf5msystemFM
dvi3_systemF DVI (LuaTeX with Unicode fonts)
\end_layout
\begin_layout Labeling
\labelwidthstring pdf5msystemFM
pdf2 PDF (pdflatex)
\end_layout
\begin_layout Labeling
\labelwidthstring pdf5msystemFM
pdf4_texF PDF (XeTeX with 8-bit TeX fonts)
\end_layout
\begin_layout Labeling
\labelwidthstring pdf5msystemFM
pdf4_systemF PDF (XeTeX with Unicode fonts)
\end_layout
\begin_layout Labeling
\labelwidthstring pdf5msystemFM
pdf5_texF PDF (LuaTeX with 8-bit TeX fonts)
\end_layout
\begin_layout Labeling
\labelwidthstring pdf5msystemFM
pdf5_systemF PDF (LuaTeX with Unicode fonts)
\end_layout
\end_deeper
\begin_layout Labeling
\labelwidthstring 00.00.0000
LyX
\begin_inset space ~
\end_inset
+
\begin_inset space ~
\end_inset
LaTeX
\begin_inset space ~
\end_inset
+
\begin_inset space ~
\end_inset
postprocessing:
\end_layout
\begin_deeper
\begin_layout Labeling
\labelwidthstring pdf5msystemFM
pdf DVI -> PS (dvips) -> PDF (ps2pdf)
\end_layout
\begin_layout Labeling
\labelwidthstring pdf5msystemFM
pdf3 DVI -> PDF (dvipdfm)
\end_layout
\end_deeper
\begin_layout Labeling
\labelwidthstring 00.00.0000
not
\begin_inset space ~
\end_inset
tested: (or only if set as default output format in the document source)
\end_layout
\begin_deeper
\begin_layout Labeling
\labelwidthstring pdf5msystemFM
latex LaTeX (plain)
\end_layout
\begin_layout Labeling
\labelwidthstring pdf5msystemFM
luatex LaTeX (LuaTeX)
\end_layout
\begin_layout Labeling
\labelwidthstring pdf5msystemFM
dviluatex LaTeX (dviluatex)
\end_layout
\begin_layout Labeling
\labelwidthstring pdf5msystemFM
pdflatex LaTeX (pdflatex)
\end_layout
\begin_layout Labeling
\labelwidthstring pdf5msystemFM
platex LaTeX (pLaTeX)
\end_layout
\begin_layout Labeling
\labelwidthstring pdf5msystemFM
xetex LaTeX (XeTeX)
\end_layout
\begin_layout Labeling
\labelwidthstring pdf5msystemFM
eps3 EPS (encapsulated Postscript) (cropped)
\end_layout
\begin_layout Labeling
\labelwidthstring pdf5msystemFM
ps DVI -> Postscript (dvips)
\end_layout
\begin_layout Labeling
\labelwidthstring pdf5msystemFM
odf
\end_layout
\begin_layout Labeling
\labelwidthstring pdf5msystemFM
text (nor text2, ..., text4)
\end_layout
\begin_layout Labeling
\labelwidthstring pdf5msystemFM
textparagraph
\end_layout
\begin_layout Labeling
\labelwidthstring pdf5msystemFM
word
\end_layout
\begin_layout Labeling
\labelwidthstring pdf5msystemFM
word2
\end_layout
\begin_layout Labeling
\labelwidthstring pdf5msystemFM
wordhtml
\end_layout
\end_deeper
\begin_layout Paragraph
\begin_inset CommandInset label
LatexCommand label
name "par:Configuring-ctests"
\end_inset
Configuring the tests
\end_layout
\begin_layout Standard
To enable the export autotests, add the
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
-DLYX_ENABLE_EXPORT_TESTS=ON
\end_layout
\end_inset
flag.
For example:
\end_layout
\begin_layout Standard
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
cmake -DLYX_ENABLE_EXPORT_TESTS=ON /path/to/source
\end_layout
\end_inset
\end_layout
\begin_layout Standard
\noindent
This flag will increase the time for the cmake command by several seconds,
mainly because of the process of inverting tests (see Section
\begin_inset CommandInset ref
LatexCommand ref
reference "subsec:Interpreting-export-tests"
\end_inset
).
\end_layout
\begin_layout Paragraph
\begin_inset CommandInset label
LatexCommand label
name "par:ctest-options"
\end_inset
Running the tests
\end_layout
\begin_layout Standard
To run all tests, in the build directory simply run the command
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
ctest
\end_layout
\end_inset
.
A full, up-to-date TeXLive installation is recommended to run the tests.
Otherwise, some tests will fail.
Tests with additional requirements are labeled
\begin_inset Quotes eld
\end_inset
unreliable:nonstandard
\begin_inset Quotes erd
\end_inset
.
\end_layout
\begin_layout Standard
To run only some of the tests, use command line options (see examples below):
\end_layout
\begin_layout Labeling
\labelwidthstring -R
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
-R <pattern>
\end_layout
\end_inset
Run only the tests whose names match the given regular expression.
\end_layout
\begin_layout Labeling
\labelwidthstring -R
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
-L <pattern>
\end_layout
\end_inset
Run only the tests whose labels match the given regular expression.
A test may have more that one label.
\end_layout
\begin_layout Labeling
\labelwidthstring -R
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
-E <pattern>
\end_layout
\end_inset
Exclude the tests whose names match the given regular expression.
\end_layout
\begin_layout Labeling
\labelwidthstring -R
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
-LE <pattern>
\end_layout
\end_inset
Exclude the tests whose labels match the given regular expression.
Cannot be combined with
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
-L
\end_layout
\end_inset
.
\end_layout
\begin_layout Standard
The following options help to find good selection patterns:
\end_layout
\begin_layout Labeling
\labelwidthstring -R
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
-N
\end_layout
\end_inset
List the tests that would be run but not actually run them.
\end_layout
\begin_deeper
\begin_layout Standard
Useful in conjunction with the -R, -L, -E and -LE options, e.g., if you want
to know how many tests there are or whether your
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
<pattern>
\end_layout
\end_inset
regular expression did what you expected.
\end_layout
\end_deeper
\begin_layout Labeling
\labelwidthstring -R
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
\SpecialChar nobreakdash
\SpecialChar nobreakdash
print-labels
\end_layout
\end_inset
print the list of all labels associated with the test set.
Can also be combined with -R, -L, -E, ...
\end_layout
\begin_layout Standard
Other useful options are:
\end_layout
\begin_layout Labeling
\labelwidthstring -R
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
-j <jobs>
\end_layout
\end_inset
Run the tests in parallel using the given number of jobs.
\end_layout
\begin_deeper
\begin_layout Standard
We are still working on getting the tests to run in parallel.
However, when running the tests in parallel, sometimes tests fail that
pass when run sequentially.
A reasonable approach is to first run the tests in parallel and then run
the failed tests sequentially.
\end_layout
\begin_layout Standard
For example, to run 8 jobs at a time:
\end_layout
\begin_layout Standard
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
ctest -j8
\end_layout
\end_inset
\end_layout
\begin_layout Standard
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
ctest \SpecialChar nobreakdash
\SpecialChar nobreakdash
rerun-failed
\end_layout
\end_inset
\end_layout
\begin_layout Standard
When specifying a subset of the tests (e.g.
using
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
\SpecialChar nobreakdash
R <pattern>
\end_layout
\end_inset
), the same subset must be specified when using the
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
\SpecialChar nobreakdash
\SpecialChar nobreakdash
rerun-failed
\end_layout
\end_inset
option because it is the test numbers that are used to index which tests
failed on the previous run.
\end_layout
\begin_layout Standard
\noindent
Note that some tests cannot be run in parallel.
These tests are marked in the code with the
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
\noindent
RUN_SERIAL ON
\end_layout
\end_inset
CMake property.
\end_layout
\end_deeper
\begin_layout Labeling
\labelwidthstring -R
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
\SpecialChar nobreakdash
\SpecialChar nobreakdash
timeout <seconds>
\end_layout
\end_inset
Set a global timeout on all tests that do not already have a timeout set
on them.
\end_layout
\begin_deeper
\begin_layout Standard
There have been bugs in LyX and in \SpecialChar LaTeX
which cause compilation to hang, and
without a timeout a test might never stop (in one case there was even a
memory leak).
If a test times out, the
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
ctest
\end_layout
\end_inset
command exits with error, but you can distinguish between a timed out test
and a failed test in the output reported at the end of the
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
ctest
\end_layout
\end_inset
command.
\end_layout
\end_deeper
\begin_layout Standard
See the manual (
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
man ctest
\end_layout
\end_inset
) the full list of command line options.
\end_layout
\begin_layout Paragraph
Examples
\end_layout
\begin_layout Itemize
run only the export tests:
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
ctest -L export
\end_layout
\end_inset
\end_layout
\begin_layout Itemize
run inverted tests:
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
ctest -L "inverted|suspended"
\end_layout
\end_inset
\end_layout
\begin_layout Itemize
list all export tests which match any of the labelling patterns:
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
ctest -N -R "
\backslash
..*_export/"
\end_layout
\end_inset
\end_layout
\begin_layout Itemize
exclude rarely used output formats and post-processing tests
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
ctest -L export -E "_(texF|dvi3|pdf3?)"
\end_layout
\end_inset
\end_layout
\begin_layout Paragraph
\begin_inset CommandInset label
LatexCommand label
name "subsec:Interpreting-export-tests"
\end_inset
Interpreting the export test results
\end_layout
\begin_layout Standard
A test can fail for several reasons, not all of them bad.
\end_layout
\begin_layout Enumerate
A new or edited sample document may be incompatible with some output formats.
\end_layout
\begin_layout Enumerate
A dependency is not met (e.g.
the \SpecialChar LaTeX
class file).
One hint that this is the case is that the corresponding
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
check_load
\end_layout
\end_inset
test will likely also fail.
\end_layout
\begin_layout Enumerate
An inverted test fails to fail (i.e.
export that previously failed now works).
\end_layout
\begin_layout Enumerate
An external dependency was updated (e.g.
\SpecialChar TeX
Live).
\end_layout
\begin_layout Enumerate
A recent code change introduced a bug.
\end_layout
\begin_layout Enumerate
\begin_inset CommandInset label
LatexCommand label
name "enu:exposed"
\end_inset
A change in a document exposed a previously unknown bug or an incompatibility
with an export format (e.g.
Lua\SpecialChar LaTeX
).
\end_layout
\begin_layout Standard
Because the .lyx files are exported in several formats, it is not surprising
that many of the exports fail.
This expectation of failure is addressed by
\begin_inset Quotes eld
\end_inset
inverting
\begin_inset Quotes erd
\end_inset
the tests, that is, by marking the test as
\begin_inset Quotes eld
\end_inset
passing
\begin_inset Quotes erd
\end_inset
if the export exits with error and as
\begin_inset Quotes eld
\end_inset
failing
\begin_inset Quotes erd
\end_inset
if the export succeeds
\emph on
.
\emph default
It follows that these expected failures will not show up as failed tests
in the test results and thus will not pollute the
\begin_inset Quotes eld
\end_inset
good
\begin_inset Quotes erd
\end_inset
tests.
If the export actually succeeds, then the test will fail.
The purpose of this failure is to get your attention—something has changed,
possibly for the better.
\end_layout
\begin_layout Standard
We try to document why a test is inverted or ignored.
See the comment (prefixed with
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
#
\end_layout
\end_inset
) above the block in which the test is listed as inverted or ignored in
the files
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
development/autotests/suspiciousTests
\end_layout
\end_inset
,
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
development/autotests/unreliableTests
\end_layout
\end_inset
and
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
development/autotests/ignoredTests
\end_layout
\end_inset
.
\end_layout
\begin_layout Standard
A good question is why do we enable the tests for non-default formats? The
answer is that if a non-default route is broken it is often because a bug
was introduced in LyX and not because a document-specific change was made
that is not supported by the route.
In other words, there is a high signal/noise ratio in the export tests
for some non-default formats.
\end_layout
\begin_layout Standard
When a test or several tests fail, consider checking the files in the
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
Testing/Temporary/
\end_layout
\end_inset
subdirectory of your build directory.
In this subdirectory are three files: the file
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
LastTestsFailed.log
\end_layout
\end_inset
simply lists the tests that failed on your last
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
ctest
\end_layout
\end_inset
command; the
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
LastTest.log
\end_layout
\end_inset
file contains the output from the tests (and often has details explaining
why a test failed); and the
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
CTestCostData.txt
\end_layout
\end_inset
file lists the times that it took to run the tests.
\end_layout
\begin_layout Paragraph
What action should you take if a test fails?
\end_layout
\begin_layout Standard
\paragraph_spacing single
It is always good to check manually why something fails and if it passes
if the PDF output is good.
\end_layout
\begin_layout Itemize
Generally, if a change breaks compilation for the target format (for the
manuals pdf2) without solving some important other issue,
\emph on
fix or revert the commit
\emph default
that led to failure.
\end_layout
\begin_layout Itemize
If it is not possible to (immediately) fix the failure but there are reasons
not to revert the commit (e.g.
it fixes another more important issue),
\emph on
invert
\emph default
the failing test case (see
\begin_inset CommandInset ref
LatexCommand ref
reference "par:Inverted-tests"
\end_inset
).
\end_layout
\begin_layout Itemize
If an
\emph on
inverted
\emph default
test case fails because the export now works,
\emph on
uninvert
\emph default
the test by removing the labeling pattern from
\begin_inset Quotes eld
\end_inset
suspiciousTests
\begin_inset Quotes erd
\end_inset
) (see
\begin_inset CommandInset ref
LatexCommand ref
reference "par:Inverted-tests"
\end_inset
).
\end_layout
\begin_layout Itemize
If the export did not fail previously but led to wrong output (PDF, say),
it is in fact an improvement when the test now fails, label it as
\begin_inset Quotes eld
\end_inset
unreliable:wrong:output
\begin_inset Quotes erd
\end_inset
(
\begin_inset CommandInset ref
LatexCommand ref
reference "par:Unreliable-tests"
\end_inset
).
\end_layout
\begin_layout Itemize
In case of tests failing due to missing requirements (when only a subset
of TeXLive is installed or a test labeled
\begin_inset Quotes eld
\end_inset
unreliable:nonstandard
\begin_inset Quotes erd
\end_inset
fails), ignore the failure, ask for someone else to run the test, or install
the missing ressources and try again.
\end_layout
\begin_layout Paragraph
\begin_inset CommandInset label
LatexCommand label
name "par:Inverted-tests"
\end_inset
Inverted tests
\end_layout
\begin_layout Standard
Test cases whose name matches a pattern in the file
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
development/autotests/suspiciousTests
\end_layout
\end_inset
get the label
\emph on
inverted
\emph default
.
They get also the test property
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
WILL_FAIL
\end_layout
\end_inset
, i.e.
they are reported as failing if the export works without error
\begin_inset Flex URL
status collapsed
\begin_layout Plain Layout
https://cmake.org/cmake/help/v3.0/command/set_tests_properties.html
\end_layout
\end_inset
.
\end_layout
\begin_layout Standard
Add failing cases to this file, if they cannot be solved
\begin_inset Quotes eld
\end_inset
immediately
\begin_inset Quotes erd
\end_inset
but it is expected that the export will work in a foreseeable future, e.g.
low priority issues like failures to export to a non-target format (for
the manuals everything except pdf2).
\end_layout
\begin_layout Standard
The following sublabels are currently present in
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
suspiciousTests
\end_layout
\end_inset
:
\end_layout
\begin_layout Description
todo test failures that require attention:
\end_layout
\begin_deeper
\begin_layout Itemize
minor issues to explore and properly sort later,
\end_layout
\begin_layout Itemize
easyfix issues,
\end_layout
\begin_layout Itemize
LyX bugs to report at trac (move pattern to section "lyxbugs" once done).
\end_layout
\end_deeper
\begin_layout Description
lyxbugs LyX bugs with a Trac number.
\end_layout
\begin_layout Description
ert Export failures due to "raw" LaTeX use in ERT or preamble code.
\end_layout
\begin_deeper
\begin_layout Standard
"Wontfix" if demonstrating correct use and OK in the default output format.
\end_layout
\end_deeper
\begin_layout Description
texissues Export fails due to LaTeX limitations like non-ASCII characters
in verbatim or listings, incompatible packages, ...
\end_layout
\begin_deeper
\begin_layout Standard
"Wontfix" if documents demonstrate correct use in the default output format:
\end_layout
\begin_layout Itemize
If the source can be made more robust without becoming "hackish", fix the
source,
\end_layout
\begin_layout Itemize
if LyX could be enhanced to care for a permanent TeX limitation, file a
ticket at trac and add a pattern under lyxbugs,
\end_layout
\begin_layout Itemize
otherwise, add a pattern here.
\end_layout
\end_deeper
\begin_layout Description
attic Documents in the attic.
(Kept for reference and format conversion test.)
\end_layout
\begin_layout Subparagraph
suspended
\end_layout
\begin_layout Standard
Test cases whose name additionally matches a pattern in the file
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
development/autotests/suspendedTests
\end_layout
\end_inset
get the label
\emph on
suspended
\emph default
(instead of
\emph on
export
\emph default
and
\emph on
inverted
\emph default
).
This means they are not executed using
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
ctest -L export
\end_layout
\end_inset
or
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
ctest -L inverted
\end_layout
\end_inset
.
However, they also get the test property
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
WILL_FAIL
\end_layout
\end_inset
, i.e.
they are reported as failing if the export works without error.
From time to time they still have to be checked using
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
ctest -L suspended
\end_layout
\end_inset
.
\end_layout
\begin_layout Standard
These tests are suspended, because the export fails for known reasons which
cannot ATM be resolved.
But it is expected the reason might disappear in the future.
Be it new TL or better handling in \SpecialChar LyX
.
\end_layout
\begin_layout Standard
For ctest commands without the
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
-L
\end_layout
\end_inset
parameter nothing changes.
Suspended or not, tests will be executed depending only on the selecting
regular expression given to the ctest command (see
\begin_inset CommandInset ref
LatexCommand ref
reference "par:ctest-options"
\end_inset
).
\end_layout
\begin_layout Paragraph
\begin_inset CommandInset label
LatexCommand label
name "par:Unreliable-tests"
\end_inset
Unreliable tests
\end_layout
\begin_layout Standard
Test cases whose name matches a pattern in the file
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
development/autotests/unreliableTests
\end_layout
\end_inset
get the label
\emph on
unreliable
\emph default
.
\end_layout
\begin_layout Standard
These tests are not executed using
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
ctest -L export
\end_layout
\end_inset
or
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
ctest -L inverted
\end_layout
\end_inset
.
\end_layout
\begin_layout Standard
They pass or fail for various reasons not related to LyX (nonstandard, erratic)
or pass but should rather fail (wrong output).
\begin_inset Note Note
status collapsed
\begin_layout Plain Layout
*invalid* tests (wrong output) are not *unreliable*.
# Use "unfit" or "unapplicable" as better label and name of pattern file?
\end_layout
\end_inset
\end_layout
\begin_layout Description
nonstandard Documents with additional requirements, e.g.
a class or package file not in TeXLive.
\begin_inset Note Note
status open
\begin_layout Plain Layout
TODO: rename to "extra"?
\end_layout
\end_inset
\end_layout
\begin_deeper
\begin_layout Standard
These tests are labeled as
\family typewriter
'nonstandard'.
\end_layout
\end_deeper
\begin_layout Description
erratic Tests depending on local configuration, OS, TeX distribution, package
versions, or the phase of the moon.
\begin_inset Note Note
status open
\begin_layout Plain Layout
TODO: use
\emph on
erratic
\emph default
only for the phase-of-moon dependency?
\end_layout
\end_inset
\end_layout
\begin_deeper
\begin_layout Standard
These tests are labeled as
\family typewriter
'erratic'.
\end_layout
\end_deeper
\begin_layout Description
wrong
\begin_inset space ~
\end_inset
output Export does not fail but the resulting document has errors.
\end_layout
\begin_deeper
\begin_layout Standard
\paragraph_spacing single
\begin_inset Note Note
status open
\begin_layout Plain Layout
\paragraph_spacing single
These tests are actually not
\emph on
unreliable
\emph default
but
\emph on
invalid
\emph default
(not measuring what they should measure).
\end_layout
\end_inset
\end_layout
\end_deeper
\begin_layout Paragraph
\begin_inset CommandInset label
LatexCommand label
name "par:Export-test-filtering"
\end_inset
Export test filtering
\end_layout
\begin_layout Standard
The assignment of a label to a test is controlled by a set of files with
regular expressions that are matched against the test names.
\end_layout
\begin_layout Description
ignoredTests (small file)
\begin_inset Newline newline
\end_inset
Tests selected here are withdrawn in the configuration step (cf.
\begin_inset CommandInset ref
LatexCommand ref
reference "par:Configuring-ctests"
\end_inset
).
\end_layout
\begin_deeper
\begin_layout Labeling
\labelwidthstring 00.00.0000
Input Test of any export combination
\end_layout
\begin_layout Labeling
\labelwidthstring 00.00.0000
Output Stop if tests not selected here
\end_layout
\end_deeper
\begin_layout Description
unreliableTests: Tests selected either pass or fail, but that is dependent
on the system where the test is run.
Selected tests gain the label 'unreliable'.
\end_layout
\begin_deeper
\begin_layout Labeling
\labelwidthstring 00.00.0000
Input Each test which passed 'ignoredTests'
\end_layout
\begin_layout Labeling
\labelwidthstring 00.00.0000
Output Stop if test selected, gain label 'unreliable'.
\end_layout
\end_deeper
\begin_layout Description
suspiciousTests
\begin_inset space \space{}
\end_inset
\end_layout
\begin_deeper
\begin_layout Labeling
\labelwidthstring 00.00.0000
Input Each test which passed 'unreliableTests'
\end_layout
\begin_layout Labeling
\labelwidthstring 00.00.0000
Output Stop if not selected.
\end_layout
\begin_layout Standard
The following file is meant as subselections of 'suspiciousTests'.
If neither subselection applies, test gains labels 'export' and 'inverted'
\end_layout
\begin_layout Description
suspendedTests Tests selected here gain the label 'suspended' but _not_
'export' or 'inverted', although in ctest they remain inverted.
('ctest' knows only 'inverted' or not, labels are used only for test selection)
\end_layout
\begin_deeper
\begin_layout Labeling
\labelwidthstring 00.00.0000
Input Each test selected by 'suspiciousTests'
\end_layout
\begin_layout Labeling
\labelwidthstring 00.00.0000
Output Selected test gains label 'suspended'.
\end_layout
\end_deeper
\end_deeper
\begin_layout Standard
The following table may clarify label assignement
\end_layout
\begin_layout Standard
\begin_inset Tabular
<lyxtabular version="3" rows="7" columns="12">
<features tabularvalignment="middle">
<column alignment="left" valignment="top" width="0pt">
<column alignment="left" valignment="top" width="0pt">
<column alignment="left" valignment="top" width="0pt">
<column alignment="left" valignment="top" width="0pt">
<column alignment="center" valignment="top">
<column alignment="center" valignment="top">
<column alignment="center" valignment="top">
<column alignment="center" valignment="top">
<column alignment="center" valignment="top">
<column alignment="center" valignment="top">
<column alignment="center" valignment="top">
<column alignment="center" valignment="top">
<row>
<cell multicolumn="1" alignment="left" valignment="top" topline="true" leftline="true" usebox="none">
\begin_inset Text
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\end_inset
\end_layout
\begin_layout Subsubsection
check_load tests
\end_layout
\begin_layout Standard
These tests check whether a .lyx file loads without any terminal messages.
They correspond to the manual operations of simply opening a .lyx file on
the terminal, exiting LyX once the file is loaded, and then checking whether
there is any output from the terminal.
These tests are useful for catching malformed .lyx files and parsing bugs.
They can also be used to find a .lyx file in which an instance of something
happens.
To do this, compile LyX with a local patch that outputs something to the
terminal when an instance is found, and then run the check_load tests to
see if any fail, which would mean that the situation occurs in the LyX
documentation files corresponding to the failed tests.
These tests are expectedly fragile: any LyX diagnostic message, which is
not necessarily an error, would cause the tests to fail.
Similarly, any message output by a library (e.g.
Qt) would also cause failure.
There are some messages that the check_load tests are instructed to ignore,
which are stored in the file
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
development/autotests/filterCheckWarnings
\end_layout
\end_inset
.
\end_layout
\begin_layout Standard
Under cmake, the tests are labeled as 'load'.
\end_layout
\begin_layout Subsubsection
Keytests
\end_layout
\begin_layout Standard
Automated tests based on the "MonKey Testing" keytest program are enabled
if the necessary dependencies are found and if the CMake flag
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
-DLYX_ENABLE_KEYTESTS=ON
\end_layout
\end_inset
is used.
They are documented in the README document in
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
development/autotests
\end_layout
\end_inset
subfolder of the \SpecialChar LyX
source code distribution.
\end_layout
\begin_layout Subsubsection
lyx21 tests
\end_layout
\begin_layout Standard
These tests combine lyx2lyx tests with check_load tests.
They fail if either fails.
\end_layout
\begin_layout Subsubsection
URL tests
\end_layout
\begin_layout Standard
The URL tests are enabled with the
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
-DLYX_ENABLE_URLTESTS=ON
\end_layout
\end_inset
CMake flag and are useful for finding broken links in our documentation
files.
If a URL test fails, to see which link in particular was reported as broken,
see the output in
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
LastTest.log
\end_layout
\end_inset
.
These tests are extremely fragile (e.g.
a test can depend on your Internet connection) and a failed URL test should
not be taken too seriously.
URL tests are labeled as
\family typewriter
'url'.
\end_layout
\begin_layout Paragraph
Running URL tests
\end_layout
\begin_layout Standard
cmake is required to run the \SpecialChar LyX
tests, running them is not implemented for
autotools.
\end_layout
\begin_layout Standard
The appropriate commands are:
\end_layout
\begin_layout Itemize
\family typewriter
ctest -L url
\family default
\begin_inset Newline newline
\end_inset
runs all tests with label
\family typewriter
'url'
\end_layout
\begin_layout Itemize
\family typewriter
ctest -R 'check_.*urls'
\family default
\begin_inset Newline newline
\end_inset
runs the tests 'check_accessible_urls'
\end_layout
\begin_layout Standard
Associated test results can be examined in ctest-log directory in files
of the form 'LastFailed.*URLS.log'
\end_layout
\begin_layout Section
Development policies
\end_layout
\begin_layout Standard
This chapter lists some guidelines that should be followed.
This list is not complete, and many guidelines are in separate chapters,
such as
\begin_inset Quotes eld
\end_inset
When is an update of the .lyx file format number needed?
\begin_inset Quotes erd
\end_inset
in Section
\begin_inset CommandInset ref
LatexCommand ref
reference "sec:When-is-an"
\end_inset
.
\end_layout
\begin_layout Subsection
When to set a fixed milestone?
\end_layout
\begin_layout Standard
Only set a fixed milestone (like 2.1.4 or 2.2.0) if at least one of the following
holds:
\end_layout
\begin_layout Enumerate
Somebody is actively working on a fix.
\end_layout
\begin_layout Enumerate
The bug is so severe that it would block the release if it is not fixed.
\end_layout
\begin_layout Standard
If a bug is important, but nobody is working on it, and it is no showstopper,
use a milestone like 2.1.x or 2.2.x.
For all other bugs, do not set a milestone at all.
\end_layout
\begin_layout Subsection
Can we add rc entries in stable branch?
\end_layout
\begin_layout Standard
No.
We are supposed to increase the prefs2prefs version number with such things.
\end_layout
\begin_layout Section
Documentation policies
\end_layout
\begin_layout Standard
The main documentation consists of these files:
\end_layout
\begin_layout Description
splash.lyx it is the first file you see after an installation.
We assume that a new user sees this.
It is therefore designed to be as simple as possible.
Therefore please don't add any new formatting, only fix typos etc.
Splash.lyx is up to date for \SpecialChar LyX
2.1.x, currently maintained by Uwe Stöhr.
\end_layout
\begin_layout Description
Intro.lyx This is the manual new users will read to learn \SpecialChar LyX
.
It therefore uses a limited set of formatting.
For example a standard document class.
Since new users will first learn about the formatting possibilities of
\SpecialChar LyX
please keep this file that simple.
Intro.lyx is up to date for \SpecialChar LyX
2.1.x, currently maintained by Uwe Stöhr.
\end_layout
\begin_layout Description
Tutorial.lyx our tutorial.
It must be always up to date.
Normally there is nothing to add since we don't want to overwhelm new users
with too much details.
The will learn these details while using \SpecialChar LyX
and we have special manuals.
Tutorial.lyx is up to date for \SpecialChar LyX
2.1.x, currently maintained by Uwe Stöhr.
\end_layout
\begin_layout Description
UserGuide.lyx our main user guide.
It covers a mixture of basic and detailed information.
Some information is also in the Math and EmbeddedObjects manual so that
the UserGuide refers to these files.
UserGuide.lyx is up to date for \SpecialChar LyX
2.1.x, currently maintained by Uwe Stöhr.
\end_layout
\begin_layout Description
EmbeddedObjects.lyx a special manual to explain things like tables floats
boxes etc.
in all detail.
EmbeddedObjects.lyx is up to date for \SpecialChar LyX
2.1.x, currently maintained by Uwe
Stöhr.
\end_layout
\begin_layout Description
Math.lyx a special manual to explain everything regarding math in all detail.
Math.lyx is up to date for \SpecialChar LyX
2.1.x, currently maintained by Uwe Stöhr.
\end_layout
\begin_layout Description
Additional.lyx this manual covers information that would be too much detail
for the UserGuide or would make the UserGuide uncompilable or only compilable
when installing a lot of special \SpecialChar LaTeX
-packages.
What should be in the UserGuide or better in Additional is a matter of
taste.
it is up to you to decide that.
Additional.lyx is not completely up to date for \SpecialChar LyX
2.1.x.
Only chapter
\begin_inset space ~
\end_inset
8 is up to date and currently maintained by Uwe Stöhr.
It certainly needs a rewrite and update.
For example many info in chapter
\begin_inset space ~
\end_inset
2 and 3 are already covered by the UserGuide and/or the EmbeddedObjects
manual.
\end_layout
\begin_layout Description
Customization.lyx this manual covers information how to customize \SpecialChar LyX
for certain
output formats, operating systems, languages etc.
It is currently completely out of date and needs a major rewrite and update.
If you do this please assure that your information are given for all OSes
and \SpecialChar LaTeX
distributions (meaning be as objective as possible).
\end_layout
\begin_layout Standard
There are only 4
\begin_inset space ~
\end_inset
rules in editing the docs:
\end_layout
\begin_layout Enumerate
If you are not the maintainer of a doc file or a chapter/section, you MUST
use change tracking so that the maintainer could review your changes
\end_layout
\begin_layout Enumerate
Respect the formatting of the document.
The different files use different formatting styles.
That is OK and has historic reasons nobody fully know ;-).
But it is important to be consistent within one file.
\end_layout
\begin_layout Enumerate
All changes you make to a file in one language MUST also go the file in
the other actively maintained languages.
Normally the maintainer does this for you, if you are the maintainer, you
must do this by copying or changing the changed or added text to the other
files so that the translators sees the blue underlined text and know what
they have to translate and what was changed.
\end_layout
\begin_layout Enumerate
You MUST assure that the document is compilable as
\begin_inset Quotes eld
\end_inset
PDF (pdflatex)
\begin_inset Quotes erd
\end_inset
after your changes.
\end_layout
\end_body
\end_document
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