xref: /openbsd/gnu/usr.bin/perl/pod/perlhack.pod (revision 097a140d)
1=encoding utf8
2
3=for comment
4Consistent formatting of this file is achieved with:
5  perl ./Porting/podtidy pod/perlhack.pod
6
7=head1 NAME
8
9perlhack - How to hack on Perl
10
11=head1 DESCRIPTION
12
13This document explains how Perl development works.  It includes details
14about the Perl 5 Porters email list, the Perl repository, the Perl
15bug tracker, patch guidelines, and commentary on Perl development
16philosophy.
17
18=head1 SUPER QUICK PATCH GUIDE
19
20If you just want to submit a single small patch like a pod fix, a test
21for a bug, comment fixes, etc., it's easy! Here's how:
22
23=over 4
24
25=item * Check out the source repository
26
27The perl source is in a git repository.  You can clone the repository
28with the following command:
29
30  % git clone https://github.com/Perl/perl5.git perl
31
32=item * Ensure you're following the latest advice
33
34In case the advice in this guide has been updated recently, read the
35latest version directly from the perl source:
36
37  % perldoc pod/perlhack.pod
38
39=item * Create a branch for your change
40
41Create a branch based on blead to commit your change to, which will
42later be used to send it to the Perl issue tracker.
43
44  % git checkout -b mychange
45
46=item * Make your change
47
48Hack, hack, hack.  Keep in mind that Perl runs on many different
49platforms, with different operating systems that have different
50capabilities, different filesystem organizations, and even different
51character sets.  L<perlhacktips> gives advice on this.
52
53=item * Test your change
54
55You can run all the tests with the following commands:
56
57  % ./Configure -des -Dusedevel
58  % make test
59
60Keep hacking until the tests pass.
61
62=item * Commit your change
63
64Committing your work will save the change I<on your local system>:
65
66  % git commit -a -m 'Commit message goes here'
67
68Make sure the commit message describes your change in a single
69sentence.  For example, "Fixed spelling errors in perlhack.pod".
70
71=item * Send your change to the Perl issue tracker
72
73The next step is to submit your patch to the Perl core ticket system.
74
75Create a GitHub fork of the perl5 repository and add it as a remote,
76if you haven't already, as described in the GitHub documentation at
77L<https://help.github.com/en/articles/working-with-forks>.
78
79  % git remote add fork git@github.com:MyUser/perl5.git
80
81Then, push your new branch to your fork.
82
83  % git push -u fork mychange
84
85Finally, create a Pull Request on GitHub from your branch to blead as
86described in the GitHub documentation at
87L<https://help.github.com/en/articles/creating-a-pull-request-from-a-fork>.
88
89=item * Thank you
90
91The porters appreciate the time you spent helping to make Perl better.
92Thank you!
93
94=item * Acknowledgement
95
96All contributors are credited (by name and email address) in the
97AUTHORS file, which is part of the perl distribution, as well as the
98Git commit history.
99
100If you don’t want to be included in the AUTHORS file, just let us
101know. Otherwise we will take your submission of a patch as permission
102to credit you in the AUTHORS file.
103
104=item * Next time
105
106The next time you wish to make a patch, you need to start from the
107latest perl in a pristine state.  Check you don't have any local changes
108or added files in your perl check-out which you wish to keep, then run
109these commands:
110
111  % git checkout blead
112  % git pull
113  % git reset --hard origin/blead
114  % git clean -dxf
115
116=back
117
118=head1 BUG REPORTING
119
120If you want to report a bug in Perl, or browse existing Perl bugs and
121patches, use the GitHub issue tracker at
122L<https://github.com/perl/perl5/issues>.
123
124Please check the archive of the perl5-porters list (see below) and/or
125the bug tracking system before submitting a bug report.  Often, you'll
126find that the bug has been reported already.
127
128You can log in to the bug tracking system and comment on existing bug
129reports.  If you have additional information regarding an existing bug,
130please add it.  This will help the porters fix the bug.
131
132=head1 PERL 5 PORTERS
133
134The perl5-porters (p5p) mailing list is where the Perl standard
135distribution is maintained and developed.  The people who maintain Perl
136are also referred to as the "Perl 5 Porters", "p5p" or just the
137"porters".
138
139A searchable archive of the list is available at
140L<https://markmail.org/search/?q=perl5-porters>.  There is also an archive at
141L<https://archive.develooper.com/perl5-porters@perl.org/>.
142
143=head2 perl-changes mailing list
144
145The perl5-changes mailing list receives a copy of each patch that gets
146submitted to the maintenance and development branches of the perl
147repository.  See L<https://lists.perl.org/list/perl5-changes.html> for
148subscription and archive information.
149
150=head2 #p5p on IRC
151
152Many porters are also active on the L<irc://irc.perl.org/#p5p> channel.
153Feel free to join the channel and ask questions about hacking on the
154Perl core.
155
156=head1 GETTING THE PERL SOURCE
157
158All of Perl's source code is kept centrally in a Git repository at
159I<github.com>.  The repository contains many Perl revisions
160from Perl 1 onwards and all the revisions from Perforce, the previous
161version control system.
162
163For much more detail on using git with the Perl repository, please see
164L<perlgit>.
165
166=head2 Read access via Git
167
168You will need a copy of Git for your computer.  You can fetch a copy of
169the repository using the git protocol:
170
171  % git clone git://github.com/Perl/perl5.git perl
172
173This clones the repository and makes a local copy in the F<perl>
174directory.
175
176If you cannot use the git protocol for firewall reasons, you can also
177clone via http:
178
179  % git clone https://github.com/Perl/perl5.git perl
180
181=head2 Read access via the web
182
183You may access the repository over the web.  This allows you to browse
184the tree, see recent commits, subscribe to repository notifications,
185search for particular commits and more.  You may access it at
186L<https://github.com/Perl/perl5>.
187
188=head2 Read access via rsync
189
190You can also choose to use rsync to get a copy of the current source
191tree for the bleadperl branch and all maintenance branches:
192
193  % rsync -avz rsync://perl5.git.perl.org/perl-current .
194  % rsync -avz rsync://perl5.git.perl.org/perl-5.12.x .
195  % rsync -avz rsync://perl5.git.perl.org/perl-5.10.x .
196  % rsync -avz rsync://perl5.git.perl.org/perl-5.8.x .
197  % rsync -avz rsync://perl5.git.perl.org/perl-5.6.x .
198  % rsync -avz rsync://perl5.git.perl.org/perl-5.005xx .
199
200(Add the C<--delete> option to remove leftover files.)
201
202To get a full list of the available sync points:
203
204  % rsync perl5.git.perl.org::
205
206=head2 Write access via git
207
208If you have a commit bit, please see L<perlgit> for more details on
209using git.
210
211=head1 PATCHING PERL
212
213If you're planning to do more extensive work than a single small fix,
214we encourage you to read the documentation below.  This will help you
215focus your work and make your patches easier to incorporate into the
216Perl source.
217
218=head2 Submitting patches
219
220If you have a small patch to submit, please submit it via the GitHub
221Pull Request workflow.  You may also send patches to the p5p list.
222
223Patches are reviewed and discussed on GitHub or the p5p list.  Simple,
224uncontroversial patches will usually be applied without any discussion.
225When the patch is applied, the ticket will be updated and you will
226receive email.
227
228In other cases, the patch will need more work or discussion.
229You are encouraged to participate in the discussion and advocate for
230your patch.  Sometimes your patch may get lost in the shuffle.  It's
231appropriate to send a reminder email to p5p if no action has been taken
232in a month.  Please remember that the Perl 5 developers are all
233volunteers, and be polite.
234
235Changes are always applied directly to the main development branch,
236called "blead".  Some patches may be backported to a maintenance
237branch.  If you think your patch is appropriate for the maintenance
238branch (see L<perlpolicy/MAINTENANCE BRANCHES>), please explain why
239when you submit it.
240
241=head2 Getting your patch accepted
242
243If you are submitting a code patch there are several things that you
244can do to help the Perl 5 Porters accept your patch.
245
246=head3 Patch style
247
248Using the GitHub Pull Request workflow, your patch will automatically
249be available in a suitable format.  If you wish to submit a patch to
250the p5p list for review, make sure to create it appropriately.
251
252If you used git to check out the Perl source, then using C<git
253format-patch> will produce a patch in a style suitable for Perl.  The
254C<format-patch> command produces one patch file for each commit you
255made.  If you prefer to send a single patch for all commits, you can
256use C<git diff>.
257
258  % git checkout blead
259  % git pull
260  % git diff blead my-branch-name
261
262This produces a patch based on the difference between blead and your
263current branch.  It's important to make sure that blead is up to date
264before producing the diff, that's why we call C<git pull> first.
265
266We strongly recommend that you use git if possible.  It will make your
267life easier, and ours as well.
268
269However, if you're not using git, you can still produce a suitable
270patch.  You'll need a pristine copy of the Perl source to diff against.
271The porters prefer unified diffs.  Using GNU C<diff>, you can produce a
272diff like this:
273
274  % diff -Npurd perl.pristine perl.mine
275
276Make sure that you C<make realclean> in your copy of Perl to remove any
277build artifacts, or you may get a confusing result.
278
279=head3 Commit message
280
281As you craft each patch you intend to submit to the Perl core, it's
282important to write a good commit message.  This is especially important
283if your submission will consist of a series of commits.
284
285The first line of the commit message should be a short description
286without a period.  It should be no longer than the subject line of an
287email, 50 characters being a good rule of thumb.
288
289A lot of Git tools (Gitweb, GitHub, git log --pretty=oneline, ...) will
290only display the first line (cut off at 50 characters) when presenting
291commit summaries.
292
293The commit message should include a description of the problem that the
294patch corrects or new functionality that the patch adds.
295
296As a general rule of thumb, your commit message should help a
297programmer who knows the Perl core quickly understand what you were
298trying to do, how you were trying to do it, and why the change matters
299to Perl.
300
301=over 4
302
303=item * Why
304
305Your commit message should describe why the change you are making is
306important.  When someone looks at your change in six months or six
307years, your intent should be clear.
308
309If you're deprecating a feature with the intent of later simplifying
310another bit of code, say so.  If you're fixing a performance problem or
311adding a new feature to support some other bit of the core, mention
312that.
313
314=item * What
315
316Your commit message should describe what part of the Perl core you're
317changing and what you expect your patch to do.
318
319=item * How
320
321While it's not necessary for documentation changes, new tests or
322trivial patches, it's often worth explaining how your change works.
323Even if it's clear to you today, it may not be clear to a porter next
324month or next year.
325
326=back
327
328A commit message isn't intended to take the place of comments in your
329code.  Commit messages should describe the change you made, while code
330comments should describe the current state of the code.
331
332If you've just implemented a new feature, complete with doc, tests and
333well-commented code, a brief commit message will often suffice.  If,
334however, you've just changed a single character deep in the parser or
335lexer, you might need to write a small novel to ensure that future
336readers understand what you did and why you did it.
337
338=head3 Comments, Comments, Comments
339
340Be sure to adequately comment your code.  While commenting every line
341is unnecessary, anything that takes advantage of side effects of
342operators, that creates changes that will be felt outside of the
343function being patched, or that others may find confusing should be
344documented.  If you are going to err, it is better to err on the side
345of adding too many comments than too few.
346
347The best comments explain I<why> the code does what it does, not I<what
348it does>.
349
350=head3 Style
351
352In general, please follow the particular style of the code you are
353patching.
354
355In particular, follow these general guidelines for patching Perl
356sources:
357
358=over 4
359
360=item *
361
3624-wide indents for code, 2-wide indents for nested CPP C<#define>s,
363with 8-wide tabstops.
364
365=item *
366
367Use spaces for indentation, not tab characters.
368
369The codebase is a mixture of tabs and spaces for indentation, and we
370are moving to spaces only.  Converting lines you're patching from 8-wide
371tabs to spaces will help this migration.
372
373=item *
374
375Try hard not to exceed 79-columns
376
377=item *
378
379ANSI C prototypes
380
381=item *
382
383Uncuddled elses and "K&R" style for indenting control constructs
384
385=item *
386
387No C++ style (//) comments
388
389=item *
390
391Mark places that need to be revisited with XXX (and revisit often!)
392
393=item *
394
395Opening brace lines up with "if" when conditional spans multiple lines;
396should be at end-of-line otherwise
397
398=item *
399
400In function definitions, name starts in column 0 (return value-type is on
401previous line)
402
403=item *
404
405Single space after keywords that are followed by parens, no space
406between function name and following paren
407
408=item *
409
410Avoid assignments in conditionals, but if they're unavoidable, use
411extra paren, e.g. "if (a && (b = c)) ..."
412
413=item *
414
415"return foo;" rather than "return(foo);"
416
417=item *
418
419"if (!foo) ..." rather than "if (foo == FALSE) ..." etc.
420
421=item *
422
423Do not declare variables using "register".  It may be counterproductive
424with modern compilers, and is deprecated in C++, under which the Perl
425source is regularly compiled.
426
427=item *
428
429In-line functions that are in headers that are accessible to XS code
430need to be able to compile without warnings with commonly used extra
431compilation flags, such as gcc's C<-Wswitch-default> which warns
432whenever a switch statement does not have a "default" case.  The use of
433these extra flags is to catch potential problems in legal C code, and
434is often used by Perl aggregators, such as Linux distributors.
435
436=back
437
438=head3 Test suite
439
440If your patch changes code (rather than just changing documentation),
441you should also include one or more test cases which illustrate the bug
442you're fixing or validate the new functionality you're adding.  In
443general, you should update an existing test file rather than create a
444new one.
445
446Your test suite additions should generally follow these guidelines
447(courtesy of Gurusamy Sarathy <gsar@activestate.com>):
448
449=over 4
450
451=item *
452
453Know what you're testing.  Read the docs, and the source.
454
455=item *
456
457Tend to fail, not succeed.
458
459=item *
460
461Interpret results strictly.
462
463=item *
464
465Use unrelated features (this will flush out bizarre interactions).
466
467=item *
468
469Use non-standard idioms (otherwise you are not testing TIMTOWTDI).
470
471=item *
472
473Avoid using hardcoded test numbers whenever possible (the EXPECTED/GOT
474found in t/op/tie.t is much more maintainable, and gives better failure
475reports).
476
477=item *
478
479Give meaningful error messages when a test fails.
480
481=item *
482
483Avoid using qx// and system() unless you are testing for them.  If you
484do use them, make sure that you cover _all_ perl platforms.
485
486=item *
487
488Unlink any temporary files you create.
489
490=item *
491
492Promote unforeseen warnings to errors with $SIG{__WARN__}.
493
494=item *
495
496Be sure to use the libraries and modules shipped with the version being
497tested, not those that were already installed.
498
499=item *
500
501Add comments to the code explaining what you are testing for.
502
503=item *
504
505Make updating the '1..42' string unnecessary.  Or make sure that you
506update it.
507
508=item *
509
510Test _all_ behaviors of a given operator, library, or function.
511
512Test all optional arguments.
513
514Test return values in various contexts (boolean, scalar, list, lvalue).
515
516Use both global and lexical variables.
517
518Don't forget the exceptional, pathological cases.
519
520=back
521
522=head2 Patching a core module
523
524This works just like patching anything else, with one extra
525consideration.
526
527Modules in the F<cpan/> directory of the source tree are maintained
528outside of the Perl core.  When the author updates the module, the
529updates are simply copied into the core.  See that module's
530documentation or its listing on L<https://metacpan.org/> for more
531information on reporting bugs and submitting patches.
532
533In most cases, patches to modules in F<cpan/> should be sent upstream
534and should not be applied to the Perl core individually.  If a patch to
535a file in F<cpan/> absolutely cannot wait for the fix to be made
536upstream, released to CPAN and copied to blead, you must add (or
537update) a C<CUSTOMIZED> entry in the F<"Porting/Maintainers.pl"> file
538to flag that a local modification has been made.  See
539F<"Porting/Maintainers.pl"> for more details.
540
541In contrast, modules in the F<dist/> directory are maintained in the
542core.
543
544=head2 Updating perldelta
545
546For changes significant enough to warrant a F<pod/perldelta.pod> entry,
547the porters will greatly appreciate it if you submit a delta entry
548along with your actual change.  Significant changes include, but are
549not limited to:
550
551=over 4
552
553=item *
554
555Adding, deprecating, or removing core features
556
557=item *
558
559Adding, deprecating, removing, or upgrading core or dual-life modules
560
561=item *
562
563Adding new core tests
564
565=item *
566
567Fixing security issues and user-visible bugs in the core
568
569=item *
570
571Changes that might break existing code, either on the perl or C level
572
573=item *
574
575Significant performance improvements
576
577=item *
578
579Adding, removing, or significantly changing documentation in the
580F<pod/> directory
581
582=item *
583
584Important platform-specific changes
585
586=back
587
588Please make sure you add the perldelta entry to the right section
589within F<pod/perldelta.pod>.  More information on how to write good
590perldelta entries is available in the C<Style> section of
591F<Porting/how_to_write_a_perldelta.pod>.
592
593=head2 What makes for a good patch?
594
595New features and extensions to the language can be contentious.  There
596is no specific set of criteria which determine what features get added,
597but here are some questions to consider when developing a patch:
598
599=head3 Does the concept match the general goals of Perl?
600
601Our goals include, but are not limited to:
602
603=over 4
604
605=item 1.
606
607Keep it fast, simple, and useful.
608
609=item 2.
610
611Keep features/concepts as orthogonal as possible.
612
613=item 3.
614
615No arbitrary limits (platforms, data sizes, cultures).
616
617=item 4.
618
619Keep it open and exciting to use/patch/advocate Perl everywhere.
620
621=item 5.
622
623Either assimilate new technologies, or build bridges to them.
624
625=back
626
627=head3 Where is the implementation?
628
629All the talk in the world is useless without an implementation.  In
630almost every case, the person or people who argue for a new feature
631will be expected to be the ones who implement it.  Porters capable of
632coding new features have their own agendas, and are not available to
633implement your (possibly good) idea.
634
635=head3 Backwards compatibility
636
637It's a cardinal sin to break existing Perl programs.  New warnings can
638be contentious--some say that a program that emits warnings is not
639broken, while others say it is.  Adding keywords has the potential to
640break programs, changing the meaning of existing token sequences or
641functions might break programs.
642
643The Perl 5 core includes mechanisms to help porters make backwards
644incompatible changes more compatible such as the L<feature> and
645L<deprecate> modules.  Please use them when appropriate.
646
647=head3 Could it be a module instead?
648
649Perl 5 has extension mechanisms, modules and XS, specifically to avoid
650the need to keep changing the Perl interpreter.  You can write modules
651that export functions, you can give those functions prototypes so they
652can be called like built-in functions, you can even write XS code to
653mess with the runtime data structures of the Perl interpreter if you
654want to implement really complicated things.
655
656Whenever possible, new features should be prototyped in a CPAN module
657before they will be considered for the core.
658
659=head3 Is the feature generic enough?
660
661Is this something that only the submitter wants added to the language,
662or is it broadly useful?  Sometimes, instead of adding a feature with a
663tight focus, the porters might decide to wait until someone implements
664the more generalized feature.
665
666=head3 Does it potentially introduce new bugs?
667
668Radical rewrites of large chunks of the Perl interpreter have the
669potential to introduce new bugs.
670
671=head3 How big is it?
672
673The smaller and more localized the change, the better.  Similarly, a
674series of small patches is greatly preferred over a single large patch.
675
676=head3 Does it preclude other desirable features?
677
678A patch is likely to be rejected if it closes off future avenues of
679development.  For instance, a patch that placed a true and final
680interpretation on prototypes is likely to be rejected because there are
681still options for the future of prototypes that haven't been addressed.
682
683=head3 Is the implementation robust?
684
685Good patches (tight code, complete, correct) stand more chance of going
686in.  Sloppy or incorrect patches might be placed on the back burner
687until fixes can be made, or they might be discarded altogether
688without further notice.
689
690=head3 Is the implementation generic enough to be portable?
691
692The worst patches make use of system-specific features.  It's highly
693unlikely that non-portable additions to the Perl language will be
694accepted.
695
696=head3 Is the implementation tested?
697
698Patches which change behaviour (fixing bugs or introducing new
699features) must include regression tests to verify that everything works
700as expected.
701
702Without tests provided by the original author, how can anyone else
703changing perl in the future be sure that they haven't unwittingly
704broken the behaviour the patch implements? And without tests, how can
705the patch's author be confident that his/her hard work put into the
706patch won't be accidentally thrown away by someone in the future?
707
708=head3 Is there enough documentation?
709
710Patches without documentation are probably ill-thought out or
711incomplete.  No features can be added or changed without documentation,
712so submitting a patch for the appropriate pod docs as well as the
713source code is important.
714
715=head3 Is there another way to do it?
716
717Larry said "Although the Perl Slogan is I<There's More Than One Way to
718Do It>, I hesitate to make 10 ways to do something".  This is a tricky
719heuristic to navigate, though--one man's essential addition is another
720man's pointless cruft.
721
722=head3 Does it create too much work?
723
724Work for the committers, work for Perl programmers, work for module
725authors, ... Perl is supposed to be easy.
726
727=head3 Patches speak louder than words
728
729Working code is always preferred to pie-in-the-sky ideas.  A patch to
730add a feature stands a much higher chance of making it to the language
731than does a random feature request, no matter how fervently argued the
732request might be.  This ties into "Will it be useful?", as the fact
733that someone took the time to make the patch demonstrates a strong
734desire for the feature.
735
736=head1 TESTING
737
738The core uses the same testing style as the rest of Perl, a simple
739"ok/not ok" run through Test::Harness, but there are a few special
740considerations.
741
742There are three ways to write a test in the core: L<Test::More>,
743F<t/test.pl> and ad hoc C<print $test ? "ok 42\n" : "not ok 42\n">.
744The decision of which to use depends on what part of the test suite
745you're working on.  This is a measure to prevent a high-level failure
746(such as Config.pm breaking) from causing basic functionality tests to
747fail.
748
749The F<t/test.pl> library provides some of the features of
750L<Test::More>, but avoids loading most modules and uses as few core
751features as possible.
752
753If you write your own test, use the L<Test Anything
754Protocol|https://testanything.org>.
755
756=over 4
757
758=item * F<t/base>, F<t/comp> and F<t/opbasic>
759
760Since we don't know if C<require> works, or even subroutines, use ad hoc
761tests for these three.  Step carefully to avoid using the feature being
762tested.  Tests in F<t/opbasic>, for instance, have been placed there
763rather than in F<t/op> because they test functionality which
764F<t/test.pl> presumes has already been demonstrated to work.
765
766=item * All other subdirectories of F<t/>
767
768Now that basic require() and subroutines are tested, you can use the
769F<t/test.pl> library.
770
771You can also use certain libraries like L<Config> conditionally, but be
772sure to skip the test gracefully if it's not there.
773
774=item * Test files not found under F<t/>
775
776This category includes F<.t> files underneath directories such as F<dist>,
777F<ext> and F<lib>.  Since the core of Perl has now been tested, L<Test::More>
778can and now should be used.  You can also use the full suite of core modules
779in the tests.  (As noted in L<"Patching a core module"> above, changes to
780F<.t> files found under F<cpan/> should be submitted to the upstream
781maintainers of those modules.)
782
783=back
784
785When you say "make test", Perl uses the F<t/TEST> program to run the
786test suite (except under Win32 where it uses F<t/harness> instead).
787All tests are run from the F<t/> directory, B<not> the directory which
788contains the test.  This causes some problems with the tests in
789F<lib/>, so here's some opportunity for some patching.
790
791You must be triply conscious of cross-platform concerns.  This usually
792boils down to using L<File::Spec>, avoiding things like C<fork()>
793and C<system()> unless absolutely necessary, and not assuming that a
794given character has a particular ordinal value (code point) or that its
795UTF-8 representation is composed of particular bytes.
796
797There are several functions available to specify characters and code
798points portably in tests.  The always-preloaded functions
799C<utf8::unicode_to_native()> and its inverse
800C<utf8::native_to_unicode()> take code points and translate
801appropriately.  The file F<t/charset_tools.pl> has several functions
802that can be useful.  It has versions of the previous two functions
803that take strings as inputs -- not single numeric code points:
804C<uni_to_native()> and C<native_to_uni()>.  If you must look at the
805individual bytes comprising a UTF-8 encoded string,
806C<byte_utf8a_to_utf8n()> takes as input a string of those bytes encoded
807for an ASCII platform, and returns the equivalent string in the native
808platform.  For example, C<byte_utf8a_to_utf8n("\xC2\xA0")> returns the
809byte sequence on the current platform that form the UTF-8 for C<U+00A0>,
810since C<"\xC2\xA0"> are the UTF-8 bytes on an ASCII platform for that
811code point.  This function returns C<"\xC2\xA0"> on an ASCII platform, and
812C<"\x80\x41"> on an EBCDIC 1047 one.
813
814But easiest is, if the character is specifiable as a literal, like
815C<"A"> or C<"%">, to use that; if not so specificable, you can use
816C<\N{}> , if the side effects aren't troublesome.  Simply specify all
817your characters in hex, using C<\N{U+ZZ}> instead of C<\xZZ>.  C<\N{}>
818is the Unicode name, and so it
819always gives you the Unicode character.  C<\N{U+41}> is the character
820whose Unicode code point is C<0x41>, hence is C<'A'> on all platforms.
821The side effects are:
822
823=over 4
824
825=item *
826
827These select Unicode rules.  That means that in double-quotish strings,
828the string is always converted to UTF-8 to force a Unicode
829interpretation (you can C<utf8::downgrade()> afterwards to convert back
830to non-UTF8, if possible).  In regular expression patterns, the
831conversion isn't done, but if the character set modifier would
832otherwise be C</d>, it is changed to C</u>.
833
834=item *
835
836If you use the form C<\N{I<character name>}>, the L<charnames> module
837gets automatically loaded.  This may not be suitable for the test level
838you are doing.
839
840=back
841
842If you are testing locales (see L<perllocale>), there are helper
843functions in F<t/loc_tools.pl> to enable you to see what locales there
844are on the current platform.
845
846=head2 Special C<make test> targets
847
848There are various special make targets that can be used to test Perl
849slightly differently than the standard "test" target.  Not all them are
850expected to give a 100% success rate.  Many of them have several
851aliases, and many of them are not available on certain operating
852systems.
853
854=over 4
855
856=item * test_porting
857
858This runs some basic sanity tests on the source tree and helps catch
859basic errors before you submit a patch.
860
861=item * minitest
862
863Run F<miniperl> on F<t/base>, F<t/comp>, F<t/cmd>, F<t/run>, F<t/io>,
864F<t/op>, F<t/uni> and F<t/mro> tests.
865
866F<miniperl> is a minimalistic perl built to bootstrap building
867extensions, utilties, documentation etc.  It doesn't support dynamic
868loading and depending on the point in the build process will only have
869access to a limited set of core modules.  F<miniperl> is not intended
870for day to day use.
871
872=item * test.valgrind check.valgrind
873
874(Only in Linux) Run all the tests using the memory leak + naughty
875memory access tool "valgrind".  The log files will be named
876F<testname.valgrind>.
877
878=item * test_harness
879
880Run the test suite with the F<t/harness> controlling program, instead
881of F<t/TEST>.  F<t/harness> is more sophisticated, and uses the
882L<Test::Harness> module, thus using this test target supposes that perl
883mostly works.  The main advantage for our purposes is that it prints a
884detailed summary of failed tests at the end.  Also, unlike F<t/TEST>,
885it doesn't redirect stderr to stdout.
886
887Note that under Win32 F<t/harness> is always used instead of F<t/TEST>,
888so there is no special "test_harness" target.
889
890Under Win32's "test" target you may use the TEST_SWITCHES and
891TEST_FILES environment variables to control the behaviour of
892F<t/harness>.  This means you can say
893
894    nmake test TEST_FILES="op/*.t"
895    nmake test TEST_SWITCHES="-torture" TEST_FILES="op/*.t"
896
897=item * test-notty test_notty
898
899Sets PERL_SKIP_TTY_TEST to true before running normal test.
900
901=back
902
903=head2 Parallel tests
904
905The core distribution can now run its regression tests in parallel on
906Unix-like platforms.  Instead of running C<make test>, set C<TEST_JOBS>
907in your environment to the number of tests to run in parallel, and run
908C<make test_harness>.  On a Bourne-like shell, this can be done as
909
910    TEST_JOBS=3 make test_harness  # Run 3 tests in parallel
911
912An environment variable is used, rather than parallel make itself,
913because L<TAP::Harness> needs to be able to schedule individual
914non-conflicting test scripts itself, and there is no standard interface
915to C<make> utilities to interact with their job schedulers.
916
917Note that currently some test scripts may fail when run in parallel
918(most notably F<dist/IO/t/io_dir.t>).  If necessary, run just the
919failing scripts again sequentially and see if the failures go away.
920
921=head2 Running tests by hand
922
923You can run part of the test suite by hand by using one of the
924following commands from the F<t/> directory:
925
926    ./perl -I../lib TEST list-of-.t-files
927
928or
929
930    ./perl -I../lib harness list-of-.t-files
931
932(If you don't specify test scripts, the whole test suite will be run.)
933
934=head2 Using F<t/harness> for testing
935
936If you use C<harness> for testing, you have several command line
937options available to you.  The arguments are as follows, and are in the
938order that they must appear if used together.
939
940    harness -v -torture -re=pattern LIST OF FILES TO TEST
941    harness -v -torture -re LIST OF PATTERNS TO MATCH
942
943If C<LIST OF FILES TO TEST> is omitted, the file list is obtained from
944the manifest.  The file list may include shell wildcards which will be
945expanded out.
946
947=over 4
948
949=item * -v
950
951Run the tests under verbose mode so you can see what tests were run,
952and debug output.
953
954=item * -torture
955
956Run the torture tests as well as the normal set.
957
958=item * -re=PATTERN
959
960Filter the file list so that all the test files run match PATTERN.
961Note that this form is distinct from the B<-re LIST OF PATTERNS> form
962below in that it allows the file list to be provided as well.
963
964=item * -re LIST OF PATTERNS
965
966Filter the file list so that all the test files run match
967/(LIST|OF|PATTERNS)/.  Note that with this form the patterns are joined
968by '|' and you cannot supply a list of files, instead the test files
969are obtained from the MANIFEST.
970
971=back
972
973You can run an individual test by a command similar to
974
975    ./perl -I../lib path/to/foo.t
976
977except that the harnesses set up some environment variables that may
978affect the execution of the test:
979
980=over 4
981
982=item * PERL_CORE=1
983
984indicates that we're running this test as part of the perl core test
985suite.  This is useful for modules that have a dual life on CPAN.
986
987=item * PERL_DESTRUCT_LEVEL=2
988
989is set to 2 if it isn't set already (see
990L<perlhacktips/PERL_DESTRUCT_LEVEL>).
991
992=item * PERL
993
994(used only by F<t/TEST>) if set, overrides the path to the perl
995executable that should be used to run the tests (the default being
996F<./perl>).
997
998=item * PERL_SKIP_TTY_TEST
999
1000if set, tells to skip the tests that need a terminal.  It's actually
1001set automatically by the Makefile, but can also be forced artificially
1002by running 'make test_notty'.
1003
1004=back
1005
1006=head3 Other environment variables that may influence tests
1007
1008=over 4
1009
1010=item * PERL_TEST_Net_Ping
1011
1012Setting this variable runs all the Net::Ping modules tests, otherwise
1013some tests that interact with the outside world are skipped.  See
1014L<perl58delta>.
1015
1016=item * PERL_TEST_NOVREXX
1017
1018Setting this variable skips the vrexx.t tests for OS2::REXX.
1019
1020=item * PERL_TEST_NUMCONVERTS
1021
1022This sets a variable in op/numconvert.t.
1023
1024=item * PERL_TEST_MEMORY
1025
1026Setting this variable includes the tests in F<t/bigmem/>.  This should
1027be set to the number of gigabytes of memory available for testing, eg.
1028C<PERL_TEST_MEMORY=4> indicates that tests that require 4GiB of
1029available memory can be run safely.
1030
1031=back
1032
1033See also the documentation for the Test and Test::Harness modules, for
1034more environment variables that affect testing.
1035
1036=head2 Performance testing
1037
1038The file F<t/perf/benchmarks> contains snippets of perl code which are
1039intended to be benchmarked across a range of perls by the
1040F<Porting/bench.pl> tool. If you fix or enhance a performance issue, you
1041may want to add a representative code sample to the file, then run
1042F<bench.pl> against the previous and current perls to see what difference
1043it has made, and whether anything else has slowed down as a consequence.
1044
1045The file F<t/perf/opcount.t> is designed to test whether a particular
1046code snippet has been compiled into an optree containing specified
1047numbers of particular op types. This is good for testing whether
1048optimisations which alter ops, such as converting an C<aelem> op into an
1049C<aelemfast> op, are really doing that.
1050
1051The files F<t/perf/speed.t> and F<t/re/speed.t> are designed to test
1052things that run thousands of times slower if a particular optimisation
1053is broken (for example, the utf8 length cache on long utf8 strings).
1054Add a test that will take a fraction of a second normally, and minutes
1055otherwise, causing the test file to time out on failure.
1056
1057=head2 Building perl at older commits
1058
1059In the course of hacking on the Perl core distribution, you may have occasion
1060to configure, build and test perl at an old commit.  Sometimes C<make> will
1061fail during this process.  If that happens, you may be able to salvage the
1062situation by using the Devel::PatchPerl library from CPAN (not included in the
1063core) to bring the source code at that commit to a buildable state.
1064
1065Here's a real world example, taken from work done to resolve
1066L<perl #10118|https://github.com/Perl/perl5/issues/10118>.
1067Use of F<Porting/bisect.pl> had identified commit
1068C<ba77e4cc9d1ceebf472c9c5c18b2377ee47062e6> as the commit in which a bug was
1069corrected.  To confirm, a P5P developer wanted to configure and build perl at
1070commit C<ba77e4c^> (presumably "bad") and then at C<ba77e4c> (presumably
1071"good").  Normal configuration and build was attempted:
1072
1073    $ sh ./Configure -des -Dusedevel
1074    $ make test_prep
1075
1076C<make>, however, failed with output (excerpted) like this:
1077
1078    cc -fstack-protector -L/usr/local/lib -o miniperl \
1079      gv.o toke.o perly.o pad.o regcomp.o dump.o util.o \
1080      mg.o reentr.o mro.o hv.o av.o run.o pp_hot.o sv.o \
1081      pp.o scope.o pp_ctl.o pp_sys.o doop.o doio.o regexec.o \
1082      utf8.o taint.o deb.o universal.o globals.o perlio.o \
1083      perlapi.o numeric.o mathoms.o locale.o pp_pack.o pp_sort.o  \
1084      miniperlmain.o opmini.o perlmini.o
1085    pp.o: In function `Perl_pp_pow':
1086    pp.c:(.text+0x2db9): undefined reference to `pow'
1087    ...
1088    collect2: error: ld returned 1 exit status
1089    makefile:348: recipe for target 'miniperl' failed
1090    make: *** [miniperl] Error 1
1091
1092Another P5P contributor recommended installation and use of Devel::PatchPerl
1093for this situation, first to determine the version of perl at the commit in
1094question, then to patch the source code at that point to facilitate a build.
1095
1096    $ perl -MDevel::PatchPerl -e \
1097        'print Devel::PatchPerl->determine_version("/path/to/sourcecode"), "\n";'
1098    5.11.1
1099    $ perl -MDevel::PatchPerl -e \
1100        'Devel::PatchPerl->patch_source("5.11.1", "/path/to/sourcecode");'
1101
1102Once the source was patched, C<./Configure> and C<make test_prep> were called
1103and completed successfully, enabling confirmation of the findings in RT
1104#72414.
1105
1106=head1 MORE READING FOR GUTS HACKERS
1107
1108To hack on the Perl guts, you'll need to read the following things:
1109
1110=over 4
1111
1112=item * L<perlsource>
1113
1114An overview of the Perl source tree.  This will help you find the files
1115you're looking for.
1116
1117=item * L<perlinterp>
1118
1119An overview of the Perl interpreter source code and some details on how
1120Perl does what it does.
1121
1122=item * L<perlhacktut>
1123
1124This document walks through the creation of a small patch to Perl's C
1125code.  If you're just getting started with Perl core hacking, this will
1126help you understand how it works.
1127
1128=item * L<perlhacktips>
1129
1130More details on hacking the Perl core.  This document focuses on lower
1131level details such as how to write tests, compilation issues,
1132portability, debugging, etc.
1133
1134If you plan on doing serious C hacking, make sure to read this.
1135
1136=item * L<perlguts>
1137
1138This is of paramount importance, since it's the documentation of what
1139goes where in the Perl source.  Read it over a couple of times and it
1140might start to make sense - don't worry if it doesn't yet, because the
1141best way to study it is to read it in conjunction with poking at Perl
1142source, and we'll do that later on.
1143
1144Gisle Aas's "illustrated perlguts", also known as I<illguts>, has very
1145helpful pictures:
1146
1147L<https://search.cpan.org/dist/illguts/>
1148
1149=item * L<perlxstut> and L<perlxs>
1150
1151A working knowledge of XSUB programming is incredibly useful for core
1152hacking; XSUBs use techniques drawn from the PP code, the portion of
1153the guts that actually executes a Perl program.  It's a lot gentler to
1154learn those techniques from simple examples and explanation than from
1155the core itself.
1156
1157=item * L<perlapi>
1158
1159The documentation for the Perl API explains what some of the internal
1160functions do, as well as the many macros used in the source.
1161
1162=item * F<Porting/pumpkin.pod>
1163
1164This is a collection of words of wisdom for a Perl porter; some of it
1165is only useful to the pumpkin holders, but most of it applies to anyone
1166wanting to go about Perl development.
1167
1168=back
1169
1170=head1 CPAN TESTERS AND PERL SMOKERS
1171
1172The CPAN testers ( L<http://cpantesters.org/> ) are a group of volunteers
1173who test CPAN modules on a variety of platforms.
1174
1175Perl Smokers ( L<https://www.nntp.perl.org/group/perl.daily-build/> and
1176L<https://www.nntp.perl.org/group/perl.daily-build.reports/> )
1177automatically test Perl source releases on platforms with various
1178configurations.
1179
1180Both efforts welcome volunteers.  In order to get involved in smoke
1181testing of the perl itself visit
1182L<https://metacpan.org/release/Test-Smoke>.  In order to start smoke
1183testing CPAN modules visit
1184L<https://metacpan.org/release/CPANPLUS-YACSmoke> or
1185L<https://metacpan.org/release/minismokebox> or
1186L<https://metacpan.org/release/CPAN-Reporter>.
1187
1188=head1 WHAT NEXT?
1189
1190If you've read all the documentation in the document and the ones
1191listed above, you're more than ready to hack on Perl.
1192
1193Here's some more recommendations
1194
1195=over 4
1196
1197=item *
1198
1199Subscribe to perl5-porters, follow the patches and try and understand
1200them; don't be afraid to ask if there's a portion you're not clear on -
1201who knows, you may unearth a bug in the patch...
1202
1203=item *
1204
1205Do read the README associated with your operating system, e.g.
1206README.aix on the IBM AIX OS.  Don't hesitate to supply patches to that
1207README if you find anything missing or changed over a new OS release.
1208
1209=item *
1210
1211Find an area of Perl that seems interesting to you, and see if you can
1212work out how it works.  Scan through the source, and step over it in
1213the debugger.  Play, poke, investigate, fiddle! You'll probably get to
1214understand not just your chosen area but a much wider range of
1215F<perl>'s activity as well, and probably sooner than you'd think.
1216
1217=back
1218
1219=head2 "The Road goes ever on and on, down from the door where it began."
1220
1221If you can do these things, you've started on the long road to Perl
1222porting.  Thanks for wanting to help make Perl better - and happy
1223hacking!
1224
1225=head2 Metaphoric Quotations
1226
1227If you recognized the quote about the Road above, you're in luck.
1228
1229Most software projects begin each file with a literal description of
1230each file's purpose.  Perl instead begins each with a literary allusion
1231to that file's purpose.
1232
1233Like chapters in many books, all top-level Perl source files (along
1234with a few others here and there) begin with an epigrammatic
1235inscription that alludes, indirectly and metaphorically, to the
1236material you're about to read.
1237
1238Quotations are taken from writings of J.R.R. Tolkien pertaining to his
1239Legendarium, almost always from I<The Lord of the Rings>.  Chapters and
1240page numbers are given using the following editions:
1241
1242=over 4
1243
1244=item *
1245
1246I<The Hobbit>, by J.R.R. Tolkien.  The hardcover, 70th-anniversary
1247edition of 2007 was used, published in the UK by Harper Collins
1248Publishers and in the US by the Houghton Mifflin Company.
1249
1250=item *
1251
1252I<The Lord of the Rings>, by J.R.R. Tolkien.  The hardcover,
125350th-anniversary edition of 2004 was used, published in the UK by
1254Harper Collins Publishers and in the US by the Houghton Mifflin
1255Company.
1256
1257=item *
1258
1259I<The Lays of Beleriand>, by J.R.R. Tolkien and published posthumously
1260by his son and literary executor, C.J.R. Tolkien, being the 3rd of the
126112 volumes in Christopher's mammoth I<History of Middle Earth>.  Page
1262numbers derive from the hardcover edition, first published in 1983 by
1263George Allen & Unwin; no page numbers changed for the special 3-volume
1264omnibus edition of 2002 or the various trade-paper editions, all again
1265now by Harper Collins or Houghton Mifflin.
1266
1267=back
1268
1269Other JRRT books fair game for quotes would thus include I<The
1270Adventures of Tom Bombadil>, I<The Silmarillion>, I<Unfinished Tales>,
1271and I<The Tale of the Children of Hurin>, all but the first
1272posthumously assembled by CJRT.  But I<The Lord of the Rings> itself is
1273perfectly fine and probably best to quote from, provided you can find a
1274suitable quote there.
1275
1276So if you were to supply a new, complete, top-level source file to add
1277to Perl, you should conform to this peculiar practice by yourself
1278selecting an appropriate quotation from Tolkien, retaining the original
1279spelling and punctuation and using the same format the rest of the
1280quotes are in.  Indirect and oblique is just fine; remember, it's a
1281metaphor, so being meta is, after all, what it's for.
1282
1283=head1 AUTHOR
1284
1285This document was originally written by Nathan Torkington, and is
1286maintained by the perl5-porters mailing list.
1287