qpdf/README-maintainer

ROUTINE DEVELOPMENT

**Remember to check pull requests as well as issues in github.**

Default:

./configure CXX="g++ --std=c++11" --enable-werror

Debugging:

./configure CXX="g++ --std=c++11" CFLAGS="-g" CXXFLAGS="-g" \
   --enable-werror --disable-shared

Profiling:

./configure CXX="g++ --std=c++11" CFLAGS="-g -pg" CXXFLAGS="-g -pg" \
   LDFLAGS="-pg" --enable-werror --disable-shared

Then run `gprof gmon.out`. Note that gmon.out is not cumulative.

Memory checks:

./configure CFLAGS="-fsanitize=address -fsanitize=undefined -g" \
   CXXFLAGS="-fsanitize=address -fsanitize=undefined -g" \
   LDFLAGS="-fsanitize=address -fsanitize=undefined" \
   CC=clang CXX="clang++ --std=c++11" \
   --enable-werror --disable-shared


GOOGLE OSS-FUZZ

* See ../misc/fuzz (not in repo) for unfixed, downloaded fuzz test cases

* qpdf project: https://github.com/google/oss-fuzz/tree/master/projects/qpdf

* To test locally, see https://github.com/google/oss-fuzz/tree/master/docs/,
  especially new_project_guide.md. Summary:

  Clone the oss-fuzz project. From the root directory of the repository:

  Add `-e GITHUB_FORK=fork -e GITHUB_BRANCH=branch` to build_fuzzers
  from a qpdf fork/branch rather than qpdf/master.

  python infra/helper.py build_image --pull qpdf
  python infra/helper.py build_fuzzers [ --sanitizer memory|undefined|address ] qpdf
  python infra/helper.py check_build qpdf
  python infra/helper.py build_fuzzers --sanitizer coverage qpdf
  python infra/helper.py coverage qpdf

  To reproduce a test case, build with the correct sanitizer, then run

  python infra/helper.py reproduce qpdf fuzzer testcase

  where fuzzer is the fuzzer used in the crash.

  The fuzzer is in build/out/qpdf. It can be run with a directory as
  an argument to run against files in a directory. You can use

  qpdf_fuzzer -merge=1 cur new >& /dev/null&

  to add any files from new into cur if they increase coverage. You
  need to do this with the coverage build (the one with
  --sanitizer coverage)

* General documentation: http://libfuzzer.info

* Build status: https://oss-fuzz-build-logs.storage.googleapis.com/index.html

* Project status: https://oss-fuzz.com/ (private -- log in with Google account)

* Latest corpus:
  gs://qpdf-backup.clusterfuzz-external.appspot.com/corpus/libFuzzer/qpdf_fuzzer/latest.zip


CODING RULES

* Avoid atoi. Use QUtil::string_to_int instead. It does
  overflow/underflow checking.

* Remember to avoid using `operator[]` with `std::string` or
  `std::vector`. Instead, use `at()`. See README-hardening.md for
  details.

* Use QIntC for type conversions -- see casting policy in docs.

* Use QPDF_DLL on all methods that are to be exported in the shared
  library/DLL. Use QPDF_DLL_CLASS for all classes whose type
  information is needed. This is important for exception classes and
  it seems also for classes that are intended to be subclassed across
  the shared library boundary.

* Put private member variables in PointerHolder<Members> for all
  public classes. Remember to use QPDF_DLL on ~Members().


RELEASE PREPARATION

* Each year, update copyright notices. Just do a case-insensitive
  search for copyright. Don't forget copyright in manual. Also update
  debian copyright in debian package. Last updated: 2020.

* Check for open fuzz crashes at https://oss-fuzz.com

* Check lgtm: https://lgtm.com/projects/g/qpdf/qpdf/?mode=list

* Check all open issues and pull requests in github and the
  sourceforge trackers. See ~/scripts/github-issues. Don't forget pull
  requests.

* Check `TODO` file to make sure all planned items for the release are
  done or retargeted.

* Run a spelling checker over the source code to catch errors in
  variable names, strings, and comments.

  ispell -p ispell-words **/*.hh **/*.cc manual/* ChangeLog README* TODO

* If needed, run large file and image comparison tests. Configure
  options:

--enable-test-compare-images --with-large-file-test-path=/path

  For Windows, use a Windows style path, not an MSYS path for large files.

* Test with clang. Pass `CC=clang CXX=clang++` to `./configure`. Test
  with newer version of gcc if available.

* Test 32-bit. Pass `CC=i686-linux-gnu-gcc CXX=i686-linux-gnu-g++` to
  `./configure`. (Done in CI.)

* Test build on a mac. (Done in CI.)

* Test with address sanitizer as described above. (Done in CI with
  gcc; test locally with clang.)

* A small handful of additional files have been taken from autotools
  programs. These should probably be updated from time to time.

  * `config.guess`, `config.sub`, `ltmain.sh`, and the `m4` directory:
    these were created by running `libtoolize -c`. To update, run
    `libtoolize -f -c` or remove the files and rerun `libtoolize`. For
    `config.guess` and `config.sub`, search for "latest" in the files,
    and follow directions for updating them.

  * Other files copied as indicated:
    ```
    cp /usr/share/automake-1.11/install-sh .
    cp /usr/share/automake-1.11/mkinstalldirs .
    cp /usr/share/aclocal/pkg.m4 m4
    ```

  The entire contents of the `m4` directory came from `libtool.m4`. If
  we had some additional local parts, we could also add those to the
  `m4` directory. In order for this to work, it is necessary to run
  `aclocal -I m4` before running `autoheader` and `autoconf`. The
  `autogen.sh` script handles this.

* If any interfaces were added or changed, check C API to see whether
  changes are appropriate there as well. If necessary, review the
  casting policy in the manual, and ensure that integer types are
  properly handled with QIntC or the appropriate cast.

* Increment shared library version information as needed (`LT_*` in
  `configure.ac`). Remember to rerun ./autogen.sh.

* Performance test is included with binary compatibility steps. Even
  if releasing a new major release and not doing binary compatibility
  testing, do performance testing.

* Test for performance and binary compatibility:
  * Check out the last release
  * ./configure --enable-werror && make -j$(nproc)
  * Check out the current version
  * ./performance_check | tee -a /tmp/perf
  * ./configure --enable-werror && make -j$(nproc) build_libqpdf
  * Checkout the last release
  * make -k check NO_REBUILD=1
  * Check out the current version
  * make -j$(nproc)
  * ./performance_check | tee -a /tmp/perf

* Run pikepdf's test suite. Do this in a separate shell.

cd ...qpdf-source-tree...
export QPDF_SOURCE_TREE=$PWD
export LD_LIBRARY_PATH=$QPDF_SOURCE_TREE/libqpdf/build/.libs
cd /tmp/z
git clone git@github.com:pikepdf/pikepdf
virtualenv v
source v/bin/activate
cd pikepdf
pip3 install -r requirements/test.txt
rehash
pip3 install .
pytest -n auto

* Update release notes in manual. Look at diffs and ChangeLog. Update
  release date in `manual/qpdf-manual.xml`. Remember to ensure that
  the entities at the top of the document are consistent with the
  release notes for both version and release date.

* Make sure version numbers are consistent in the following locations:
  * configure.ac
  * libqpdf/QPDF.cc
  * manual/qpdf-manual.xml
  * qpdf/qpdf.cc
  `make_dist` verifies this consistency.

* Run ./autogen.sh

* Add a release entry to ChangeLog.


CREATING A RELEASE

* Push to master. The azure pipeline will create an artifact called
  distribution which will contain all the distribution files. Download
  these, verify the checksums from the job output, rename to remove
  -ci from the names, and copy to the release archive area.

* Sign the source distribution:

version=x.y.z
gpg --detach-sign --armor qpdf-$version.tar.gz

* Build and test the debian package

* Sign the releases. The release archive area should contain the
  Windows binaries, the AppImage, the source tarball, and the source
  tarball signature.

\rm -f *.{md5,sha1,sha512}
files=(*)
for i in md5 sha1 sha512; do
  ${i}sum ${files[*]} >| qpdf-$version.$i
  gpg --clearsign --armor qpdf-$version.$i
  mv qpdf-$version.$i.asc qpdf-$version.$i
done
chmod 444 *
chmod 555 *.AppImage

* When creating releases on github and sourceforge, remember to copy
  `README-what-to-download.md` separately onto the download area if
  needed.

* Ensure that the master branch has been pushed to github. The
  rev-parse command below should show the same commit hash for all its
  arguments. Create and push a signed tag. This should be run with
  HEAD pointing to the tip of master.

git rev-parse master upstream/master @
git tag -s release-qpdf-$version @ -m"qpdf $version"
git push upstream release-qpdf-$version

* In Azure Pipelines, retain the build that was used to generate the
  release.

* Create a github release after pushing the tag. `gcurl` is an alias
  that includes the auth token.

# Create release
TOKEN=$(cat ~/.github-token)
function gcurl() { curl -H "Authorization: token $TOKEN" ${1+"$@"}; }
url=$(gcurl -s -XPOST https://api.github.com/repos/qpdf/qpdf/releases -d'{"tag_name": "release-qpdf-'$version'", "name": "qpdf '$version'", "draft": true}' | jq -r '.url')

# Get upload url
upload_url=$(gcurl -s $url | jq -r '.upload_url' | sed -E -e 's/\{.*\}//')
echo $upload_url

# Upload all the files. You can add a label attribute too, which
# overrides the name.
for i in *; do
  mime=$(file -b --mime-type $i)
  gcurl -H "Content-Type: $mime" --data-binary @$i "$upload_url?name=$i"
done

If needed, go onto github and make any manual updates such as
indicating a pre-release, adding release notes, etc.

# Publish release
gcurl -XPOST $url -d'{"draft": false}'

* Upload files to sourceforge.

rsync -vrlcO ./ jay_berkenbilt,qpdf@frs.sourceforge.net:/home/frs/project/q/qp/qpdf/qpdf/$version/

* On sourceforge, make the source package the default for all but
  Windows, and make the 32-bit mingw build the default for Windows.

* Publish a news item manually on sourceforge.

* Update the web page to indicate the new version and to put the new
  documentation in the `files` subdirectory of the website on
  sourceforge.net.

(cd /tmp; mkdir -p z; cd z; \
 tar xf ~/Q/storage/releases/qpdf/qpdf/$version/qpdf-$version.tar.gz qpdf-$version/doc; \
 scp -p qpdf-$version/doc/qpdf-* jay_berkenbilt,qpdf@frs.sourceforge.net:htdocs/files/)

* Upload the debian package and Ubuntu ppa backports.

* Email the qpdf-announce list.


OTHER NOTES

To construct a source distribution from a pristine checkout,
`make_dist` does the following:

./configure --enable-doc-maintenance --enable-werror
make build_manual
make distclean

To create a source release of external libs, do an export from the
version control system into a directory called `qpdf-external-libs`
and just make a zip file of the result called
`qpdf-external-libs-src.zip`. See the README.txt file there for
information on creating binary external libs releases. Run this from
the external-libs repository:

git archive --prefix=external-libs/ HEAD . | (cd /tmp; tar xf -)
cd /tmp
zip -r qpdf-external-libs-src.zip external-libs

When releasing on sourceforge, `external-libs` distributions go in
`external-libs/yyyymmdd`, and qpdf distributions go in `qpdf/vvv`.

For local iteration on the AppImage generation, it works to just
./build-scripts/build-appimage and get the resulting AppImage from
the distribution directory. You can also pass -e SKIP_TESTS=1
build-appimage, which passes it along to to docker, to skip the test
suite, which useful for rapid iteration.


GENERAL BUILD STUFF

QPDF uses autoconf and libtool but does not use automake. The only
files distributed with the qpdf source distribution that are not
controlled are `configure`, `libqpdf/qpdf/qpdf-config.h.in`,
`aclocal.m4`, and some documentation. See above for the steps required
to prepare a source distribution.

If building or editing documentation, configure with
`--enable-doc-maintenance`. This will ensure that all tools or files
required to validate and build documentation are available.

If you want to run `make maintainer-clean` or `make distclean` and you
haven't run `./configure`, you can pass `CLEAN=1` to make on the
command line to prevent it from complaining about configure not having
been run.

If you want to run checks without rerunning the build, pass
`NO_REBUILD=1` to make. This can be useful for special testing
scenarios such as validation of memory fixes or binary compatibility.


LOCAL WINDOWS TESTING PROCEDURE

This is what I do for routine testing on Windows.

From Windows, git clone from my Linux clone, and unzip
`external-libs`.

Look at `make_windows_releases`. Set up path the same way and run
whichever `./config-*` is appropriate for whichever compiler I need to
test with. Start one of the Visual Studio native compiler shells, and
from there, run one of the msys shells. The Visual Studio step is not
necessary if just building with mingw.