vcpkg/docs/maintainers/maintainer-guide.md
Robert Schumacher 9cfcc71146
[docs] Add maintainer guidelines (#6871)
* [maintainer-guide] Initial commit of maintainer guidelines

* [maintainer-guide] Rearrange sections

* [maintainer-guide] Add note about GitHub Draft PRs

* [maintainer-guide] Improvements

* [maintainer-guide] Address comments about versioning conventions

* [maintainer-guide] Add section about how portfiles interact with CMakeLists.txt

* [maintainer-guidelines] Add link from docs index
2019-06-21 21:33:29 -07:00

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Maintainer Guidelines and Policies

This document lists a set of policies that you should apply when adding or updating a port recipe. It is intended to serve the role of Debian's Policy Manual, Homebrew's Maintainer Guidelines, and Homebrew's Formula Cookbook.

PR Structure

Make separate Pull Requests per port

Whenever possible, separate changes into multiple PR's. This makes them significantly easier to review and prevents issues with one set of changes from holding up every other change.

Avoid trivial changes in untouched files

For example, avoid reformatting or renaming variables in portfiles that otherwise have no reason to be modified for the issue at hand. However, if you need to modify the file for the primary purpose of the PR (updating the library), then obviously beneficial changes like fixing typos are appreciated!

Check names against other repositories

A good service to check many at once is Repology. If the library you are adding could be confused with another one, consider renaming to make it clear.

Use GitHub Draft PRs

GitHub Draft PRs are a great way to get CI or human feedback on work that isn't yet ready to merge. Most new PRs should be opened as drafts and converted to normal PRs once the CI passes.

More information about GitHub Draft PRs: https://github.blog/2019-02-14-introducing-draft-pull-requests/

Portfiles

Avoid deprecated helper functions

At this time, the following helpers are deprecated:

  1. vcpkg_extract_archive() should be replaced by vcpkg_extract_archive_ex()
  2. vcpkg_apply_patches() should be replaced by the PATCHES arguments to the "extract" helpers (e.g. vcpkg_from_github())
  3. vcpkg_build_msbuild() should be replaced by vcpkg_install_msbuild()

Avoid excessive comments in portfiles

Ideally, portfiles should be short, simple, and as declarative as possible. Remove any helper comments introduced by the create command before submitting a PR.

Build Techniques

Do not use vendored dependencies

Do not use embedded copies of libraries. All dependencies should be split out and packaged separately so they can be updated and maintained.

Prefer using CMake

When multiple buildsystems are available, prefer using CMake. Additionally, when appropriate, it can be easier and more maintainable to rewrite alternative buildsystems into CMake using file(GLOB) directives.

Examples: abseil

Choose either static or shared binaries

By default, vcpkg_configure_cmake() will pass in the appropriate setting for BUILD_SHARED_LIBS, however for libraries that don't respect that variable, you can switch on VCPKG_LIBRARY_LINKAGE:

string(COMPARE EQUAL "${VCPKG_LIBRARY_LINKAGE}" "static" KEYSTONE_BUILD_STATIC)
string(COMPARE EQUAL "${VCPKG_LIBRARY_LINKAGE}" "dynamic" KEYSTONE_BUILD_SHARED)

vcpkg_configure_cmake(
    SOURCE_PATH ${SOURCE_PATH}
    PREFER_NINJA
    OPTIONS
        -DKEYSTONE_BUILD_STATIC=${KEYSTONE_BUILD_STATIC}
        -DKEYSTONE_BUILD_SHARED=${KEYSTONE_BUILD_SHARED}
)

When defining features, explicitly control dependencies

When defining a feature that captures an optional dependency, ensure that the dependency will not be used accidentally when the feature is not explicitly enabled. For example:

set(CMAKE_DISABLE_FIND_PACKAGE_ZLIB ON)
if("zlib" IN_LIST FEATURES)
    set(CMAKE_DISABLE_FIND_PACKAGE_ZLIB OFF)
endif()

vcpkg_configure_cmake(
    SOURCE_PATH ${SOURCE_PATH}
    PREFER_NINJA
    OPTIONS
        -DCMAKE_DISABLE_FIND_PACKAGE_ZLIB=${CMAKE_DISABLE_FIND_PACKAGE_ZLIB}
)

Note that ZLIB in the above is case-sensitive. See the cmake documentation for more details.

Versioning

Follow common conventions for the Version: field

See our CONTROL files document for a full explanation of our conventions.

Update the Version: field in the CONTROL file of any modified ports

Vcpkg uses this field to determine whether a given port is out-of-date and should be changed whenever the port's behavior changes.

Our convention for this field is to append a -N to the upstream version when changes need to be made.

For Example:

  • Zlib's package version is currently 1.2.1.
  • You've discovered that the wrong copyright file has been deployed, and fixed that in the portfile.
  • You should update the Version: field in the control file to 1.2.1-1.

See our CONTROL files document for a full explanation of our conventions.

Patching

Prefer options over patching

It is preferable to set options in a call to vcpkg_configure_xyz() over patching the settings directly.

Common options that allow avoiding patching:

  1. [MSBUILD] <PropertyGroup> settings inside the project file can be overridden via /p: parameters
  2. [CMAKE] Calls to find_package(XYz) in CMake scripts can be disabled via -DCMAKE_DISABLE_FIND_PACKAGE_XYz=ON
  3. [CMAKE] Cache variables (declared as set(VAR "value" CACHE STRING "Documentation") or option(VAR "Documentation" "Default Value")) can be overriden by just passing them in on the command line as -DVAR:STRING=Foo. One notable exception is if the FORCE parameter is passed to set(). See also the CMake set documentation

Minimize patches

When making changes to a library, strive to minimize the final diff. This means you should not reformat the upstream source code when making changes that affect a region. Also, when disabling a conditional, it is better to add a AND FALSE or && 0 to the condition than to delete every line of the conditional.

This helps to keep the size of the vcpkg repository down as well as improves the likelihood that the patch will apply to future code versions.

Do not implement features in patches

The purpose of patching in vcpkg is to enable compatibility with compilers, libraries, and platforms. It is not to implement new features in lieu of following proper Open Source procedure (submitting an Issue/PR/etc).

Do not build tests/docs/examples by default

When submitting a new port, check for any options like BUILD_TESTS or WITH_TESTS or POCO_ENABLE_SAMPLES and ensure the additional binaries are disabled. This minimizes build times and dependencies for the average user.

Optionally, you can add a test feature which enables building the tests, however this should not be in the Default-Features list.

Enable existing users of the library to switch to vcpkg

Do not add CMAKE_WINDOWS_EXPORT_ALL_SYMBOLS

Unless the author of the library is already using it, we should not use this CMake functionality because it interacts poorly with C++ templates and breaks certain compiler features. Libraries that don't provide a .def file and do not use __declspec() declarations simply do not support shared builds for Windows and should be marked as such with vcpkg_check_linkage(ONLY_STATIC_LIBRARY).

Do not rename binaries outside the names given by upstream

This means that if the upstream library has different names in release and debug (libx versus libxd), then the debug library should not be renamed to libx. Vice versa, if the upstream library has the same name in release and debug, we should not introduce a new name.

Important caveat:

  • Static and shared variants often should be renamed to a common scheme. This enables consumers to use a common name and be ignorant of the downstream linkage. This is safe because we only make one at a time available.

Note that if a library generates CMake integration files (foo-config.cmake), renaming must be done through patching the CMake build itself instead of simply calling file(RENAME) on the output archives/LIBs.

Finally, DLL files on Windows should never be renamed post-build because it breaks the generated LIBs.

Useful implementation notes

Portfiles are run in Script Mode

While portfile.cmake's and CMakeLists.txt's share a common syntax and core CMake language constructs, portfiles run in "Script Mode", whereas CMakeLists.txt files run in "Build Mode" (unofficial term). The most important difference between these two modes is that "Script Mode" does not have a concept of "Target" -- any behaviors that depend on the "target" machine (CMAKE_CXX_COMPILER, CMAKE_EXECUTABLE_SUFFIX, CMAKE_SYSTEM_NAME, etc) will not be correct.

Portfiles have direct access to variables set in the triplet file, but CMakeLists.txts do not (though there is often a translation that happens -- VCPKG_LIBRARY_LINKAGE versus BUILD_SHARED_LIBS).

Finally, portfiles and CMake builds invoked by portfiles are run in different processes. Conceptually:

+----------------------------+       +------------------------------------+
| CMake.exe                  |       | CMake.exe                          |
+----------------------------+       +------------------------------------+
| Triplet file               | ====> | Toolchain file                     |
| (x64-windows.cmake)        |       | (scripts/buildsystems/vcpkg.cmake) |
+----------------------------+       +------------------------------------+
| Portfile                   | ====> | CMakeLists.txt                     |
| (ports/foo/portfile.cmake) |       | (buildtrees/../CMakeLists.txt)     |
+----------------------------+       +------------------------------------+

To determine the host in a portfile, the standard CMake variables are fine (CMAKE_HOST_WIN32).

To determine the target in a portfile, the vcpkg triplet variables should be used (VCPKG_CMAKE_SYSTEM_NAME).

See also our triplet documentation for a full enumeration of possible settings.