perlapi: Consolidate sv_catpv-ish entries

[perl5.git] / pod / perlhack.pod

=encoding utf8

=for comment
Consistent formatting of this file is achieved with:
  perl ./Porting/podtidy pod/perlhack.pod

=head1 NAME

perlhack - How to hack on Perl

=head1 DESCRIPTION

This document explains how Perl development works.  It includes details
about the Perl 5 Porters email list, the Perl repository, the Perl
bug tracker, patch guidelines, and commentary on Perl development
philosophy.

=head1 SUPER QUICK PATCH GUIDE

If you just want to submit a single small patch like a pod fix, a test
for a bug, comment fixes, etc., it's easy! Here's how:

=over 4

=item * Check out the source repository

The perl source is in a git repository.  You can clone the repository
with the following command:

  % git clone https://github.com/Perl/perl5.git perl

=item * Ensure you're following the latest advice

In case the advice in this guide has been updated recently, read the
latest version directly from the perl source:

  % perldoc pod/perlhack.pod

=item * Create a branch for your change

Create a branch based on blead to commit your change to, which will
later be used to send it to the Perl issue tracker.

  % git checkout -b mychange

=item * Make your change

Hack, hack, hack.  Keep in mind that Perl runs on many different
platforms, with different operating systems that have different
capabilities, different filesystem organizations, and even different
character sets.  L<perlhacktips> gives advice on this.

=item * Test your change

You can run all the tests with the following commands:

  % ./Configure -des -Dusedevel
  % make test

Keep hacking until the tests pass.

=item * Commit your change

Committing your work will save the change I<on your local system>:

  % git commit -a -m 'Commit message goes here'

Make sure the commit message describes your change in a single
sentence.  For example, "Fixed spelling errors in perlhack.pod".

=item * Send your change to the Perl issue tracker

The next step is to submit your patch to the Perl core ticket system.

Create a GitHub fork of the perl5 repository and add it as a remote,
if you haven't already, as described in the GitHub documentation at
L<https://help.github.com/en/articles/working-with-forks>.

  % git remote add fork git@github.com:MyUser/perl5.git

For more information, see L<"Connecting to GitHub with SSH"|https://docs.github.com/en/free-pro-team@latest/github/authenticating-to-github/connecting-to-github-with-ssh>.

If you'd rather use an HTTPS URL for your C<git push> see L<"Cloning with
HTTPS URLs"|https://docs.github.com/en/free-pro-team@latest/github/using-git/which-remote-url-should-i-use#cloning-with-https-urls>.

  % git remote add fork https://github.com/MyUser/perl5.git

Then, push your new branch to your fork.

  % git push -u fork mychange

Finally, create a Pull Request on GitHub from your branch to blead as
described in the GitHub documentation at
L<https://help.github.com/en/articles/creating-a-pull-request-from-a-fork>.

=item * Thank you

The porters appreciate the time you spent helping to make Perl better.
Thank you!

=item * Acknowledgement

All contributors are credited (by name and email address) in the
AUTHORS file, which is part of the perl distribution, as well as the
Git commit history.

If you don’t want to be included in the AUTHORS file, just let us
know. Otherwise we will take your submission of a patch as permission
to credit you in the AUTHORS file.

=item * Next time

The next time you wish to make a patch, you need to start from the
latest perl in a pristine state.  Check you don't have any local changes
or added files in your perl check-out which you wish to keep, then run
these commands:

  % git checkout blead
  % git pull
  % git reset --hard origin/blead
  % git clean -dxf

=back

=head1 BUG REPORTING

If you want to report a bug in Perl, or browse existing Perl bugs and
patches, use the GitHub issue tracker at
L<https://github.com/perl/perl5/issues>.

Please check the archive of the perl5-porters list (see below) and/or
the bug tracking system before submitting a bug report.  Often, you'll
find that the bug has been reported already.

You can log in to the bug tracking system and comment on existing bug
reports.  If you have additional information regarding an existing bug,
please add it.  This will help the porters fix the bug.

=head1 PERL 5 PORTERS

The perl5-porters (p5p) mailing list is where the Perl standard
distribution is maintained and developed.  The people who maintain Perl
are also referred to as the "Perl 5 Porters", "p5p" or just the
"porters".

A searchable archive of the list is available at
L<https://markmail.org/search/?q=perl5-porters>.  There is also an archive at
L<https://archive.develooper.com/perl5-porters@perl.org/>.

=head2 perl-changes mailing list

The perl5-changes mailing list receives a copy of each patch that gets
submitted to the maintenance and development branches of the perl
repository.  See L<https://lists.perl.org/list/perl5-changes.html> for
subscription and archive information.

=head2 #p5p on IRC

Many porters are also active on the L<irc://irc.perl.org/#p5p> channel.
Feel free to join the channel and ask questions about hacking on the
Perl core.

=head1 GETTING THE PERL SOURCE

All of Perl's source code is kept centrally in a Git repository at
I<github.com>.  The repository contains many Perl revisions
from Perl 1 onwards and all the revisions from Perforce, the previous
version control system.

For much more detail on using git with the Perl repository, please see
L<perlgit>.

=head2 Read access via Git

You will need a copy of Git for your computer.  You can fetch a copy of
the repository using the git protocol:

  % git clone git://github.com/Perl/perl5.git perl

This clones the repository and makes a local copy in the F<perl>
directory.

If you cannot use the git protocol for firewall reasons, you can also
clone via http:

  % git clone https://github.com/Perl/perl5.git perl

=head2 Read access via the web

You may access the repository over the web.  This allows you to browse
the tree, see recent commits, subscribe to repository notifications,
search for particular commits and more.  You may access it at
L<https://github.com/Perl/perl5>.

=head2 Read access via rsync

You can also choose to use rsync to get a copy of the current source
tree for the bleadperl branch and all maintenance branches:

  % rsync -avz rsync://perl5.git.perl.org/perl-current .
  % rsync -avz rsync://perl5.git.perl.org/perl-5.12.x .
  % rsync -avz rsync://perl5.git.perl.org/perl-5.10.x .
  % rsync -avz rsync://perl5.git.perl.org/perl-5.8.x .
  % rsync -avz rsync://perl5.git.perl.org/perl-5.6.x .
  % rsync -avz rsync://perl5.git.perl.org/perl-5.005xx .

(Add the C<--delete> option to remove leftover files.)

To get a full list of the available sync points:

  % rsync perl5.git.perl.org::

=head2 Write access via git

If you have a commit bit, please see L<perlgit> for more details on
using git.

=head1 PATCHING PERL

If you're planning to do more extensive work than a single small fix,
we encourage you to read the documentation below.  This will help you
focus your work and make your patches easier to incorporate into the
Perl source.

=head2 Submitting patches

If you have a small patch to submit, please submit it via the GitHub
Pull Request workflow.  You may also send patches to the p5p list.

Patches are reviewed and discussed on GitHub or the p5p list.  Simple,
uncontroversial patches will usually be applied without any discussion.
When the patch is applied, the ticket will be updated and you will
receive email.

In other cases, the patch will need more work or discussion.
You are encouraged to participate in the discussion and advocate for
your patch.  Sometimes your patch may get lost in the shuffle.  It's
appropriate to send a reminder email to p5p if no action has been taken
in a month.  Please remember that the Perl 5 developers are all
volunteers, and be polite.

Changes are always applied directly to the main development branch,
called "blead".  Some patches may be backported to a maintenance
branch.  If you think your patch is appropriate for the maintenance
branch (see L<perlpolicy/MAINTENANCE BRANCHES>), please explain why
when you submit it.

=head2 Getting your patch accepted

If you are submitting a code patch there are several things that you
can do to help the Perl 5 Porters accept your patch.

=head3 Patch style

Using the GitHub Pull Request workflow, your patch will automatically
be available in a suitable format.  If you wish to submit a patch to
the p5p list for review, make sure to create it appropriately.

If you used git to check out the Perl source, then using C<git
format-patch> will produce a patch in a style suitable for Perl.  The
C<format-patch> command produces one patch file for each commit you
made.  If you prefer to send a single patch for all commits, you can
use C<git diff>.

  % git checkout blead
  % git pull
  % git diff blead my-branch-name

This produces a patch based on the difference between blead and your
current branch.  It's important to make sure that blead is up to date
before producing the diff, that's why we call C<git pull> first.

We strongly recommend that you use git if possible.  It will make your
life easier, and ours as well.

However, if you're not using git, you can still produce a suitable
patch.  You'll need a pristine copy of the Perl source to diff against.
The porters prefer unified diffs.  Using GNU C<diff>, you can produce a
diff like this:

  % diff -Npurd perl.pristine perl.mine

Make sure that you C<make realclean> in your copy of Perl to remove any
build artifacts, or you may get a confusing result.

=head3 Commit message

As you craft each patch you intend to submit to the Perl core, it's
important to write a good commit message.  This is especially important
if your submission will consist of a series of commits.

The first line of the commit message should be a short description
without a period.  It should be no longer than the subject line of an
email, 50 characters being a good rule of thumb.

A lot of Git tools (Gitweb, GitHub, git log --pretty=oneline, ...) will
only display the first line (cut off at 50 characters) when presenting
commit summaries.

The commit message should include a description of the problem that the
patch corrects or new functionality that the patch adds.

As a general rule of thumb, your commit message should help a
programmer who knows the Perl core quickly understand what you were
trying to do, how you were trying to do it, and why the change matters
to Perl.

=over 4

=item * Why

Your commit message should describe why the change you are making is
important.  When someone looks at your change in six months or six
years, your intent should be clear.

If you're deprecating a feature with the intent of later simplifying
another bit of code, say so.  If you're fixing a performance problem or
adding a new feature to support some other bit of the core, mention
that.

=item * What

Your commit message should describe what part of the Perl core you're
changing and what you expect your patch to do.

=item * How

While it's not necessary for documentation changes, new tests or
trivial patches, it's often worth explaining how your change works.
Even if it's clear to you today, it may not be clear to a porter next
month or next year.

=back

A commit message isn't intended to take the place of comments in your
code.  Commit messages should describe the change you made, while code
comments should describe the current state of the code.

If you've just implemented a new feature, complete with doc, tests and
well-commented code, a brief commit message will often suffice.  If,
however, you've just changed a single character deep in the parser or
lexer, you might need to write a small novel to ensure that future
readers understand what you did and why you did it.

=head3 Comments, Comments, Comments

Be sure to adequately comment your code.  While commenting every line
is unnecessary, anything that takes advantage of side effects of
operators, that creates changes that will be felt outside of the
function being patched, or that others may find confusing should be
documented.  If you are going to err, it is better to err on the side
of adding too many comments than too few.

The best comments explain I<why> the code does what it does, not I<what
it does>.

=head3 Style

In general, please follow the particular style of the code you are
patching.

In particular, follow these general guidelines for patching Perl
sources:

=over 4

=item *

4-wide indents for code, 2-wide indents for nested CPP C<#define>s,
with 8-wide tabstops.

=item *

Use spaces for indentation, not tab characters.

The codebase is a mixture of tabs and spaces for indentation, and we
are moving to spaces only.  Converting lines you're patching from 8-wide
tabs to spaces will help this migration.

=item *

Try hard not to exceed 79-columns

=item *

ANSI C prototypes

=item *

Uncuddled elses and "K&R" style for indenting control constructs

=item *

No C++ style (//) comments

=item *

Mark places that need to be revisited with XXX (and revisit often!)

=item *

Opening brace lines up with "if" when conditional spans multiple lines;
should be at end-of-line otherwise

=item *

In function definitions, name starts in column 0 (return value-type is on
previous line)

=item *

Single space after keywords that are followed by parens, no space
between function name and following paren

=item *

Avoid assignments in conditionals, but if they're unavoidable, use
extra paren, e.g. "if (a && (b = c)) ..."

=item *

"return foo;" rather than "return(foo);"

=item *

"if (!foo) ..." rather than "if (foo == FALSE) ..." etc.

=item *

Do not declare variables using "register".  It may be counterproductive
with modern compilers, and is deprecated in C++, under which the Perl
source is regularly compiled.

=item *

In-line functions that are in headers that are accessible to XS code
need to be able to compile without warnings with commonly used extra
compilation flags, such as gcc's C<-Wswitch-default> which warns
whenever a switch statement does not have a "default" case.  The use of
these extra flags is to catch potential problems in legal C code, and
is often used by Perl aggregators, such as Linux distributors.

=back

=head3 Test suite

If your patch changes code (rather than just changing documentation),
you should also include one or more test cases which illustrate the bug
you're fixing or validate the new functionality you're adding.  In
general, you should update an existing test file rather than create a
new one.

Your test suite additions should generally follow these guidelines
(courtesy of Gurusamy Sarathy <gsar@activestate.com>):

=over 4

=item *

Know what you're testing.  Read the docs, and the source.

=item *

Tend to fail, not succeed.

=item *

Interpret results strictly.

=item *

Use unrelated features (this will flush out bizarre interactions).

=item *

Use non-standard idioms (otherwise you are not testing TIMTOWTDI).

=item *

Avoid using hardcoded test numbers whenever possible (the EXPECTED/GOT
found in t/op/tie.t is much more maintainable, and gives better failure
reports).

=item *

Give meaningful error messages when a test fails.

=item *

Avoid using qx// and system() unless you are testing for them.  If you
do use them, make sure that you cover _all_ perl platforms.

=item *

Unlink any temporary files you create.

=item *

Promote unforeseen warnings to errors with $SIG{__WARN__}.

=item *

Be sure to use the libraries and modules shipped with the version being
tested, not those that were already installed.

=item *

Add comments to the code explaining what you are testing for.

=item *

Make updating the '1..42' string unnecessary.  Or make sure that you
update it.

=item *

Test _all_ behaviors of a given operator, library, or function.

Test all optional arguments.

Test return values in various contexts (boolean, scalar, list, lvalue).

Use both global and lexical variables.

Don't forget the exceptional, pathological cases.

=back

=head2 Patching a core module

This works just like patching anything else, with one extra
consideration.

Modules in the F<cpan/> directory of the source tree are maintained
outside of the Perl core.  When the author updates the module, the
updates are simply copied into the core.  See that module's
documentation or its listing on L<https://metacpan.org/> for more
information on reporting bugs and submitting patches.

In most cases, patches to modules in F<cpan/> should be sent upstream
and should not be applied to the Perl core individually.  If a patch to
a file in F<cpan/> absolutely cannot wait for the fix to be made
upstream, released to CPAN and copied to blead, you must add (or
update) a C<CUSTOMIZED> entry in the F<"Porting/Maintainers.pl"> file
to flag that a local modification has been made.  See
F<"Porting/Maintainers.pl"> for more details.

In contrast, modules in the F<dist/> directory are maintained in the
core.

=head2 Updating perldelta

For changes significant enough to warrant a F<pod/perldelta.pod> entry,
the porters will greatly appreciate it if you submit a delta entry
along with your actual change.  Significant changes include, but are
not limited to:

=over 4

=item *

Adding, deprecating, or removing core features

=item *

Adding, deprecating, removing, or upgrading core or dual-life modules

=item *

Adding new core tests

=item *

Fixing security issues and user-visible bugs in the core

=item *

Changes that might break existing code, either on the perl or C level

=item *

Significant performance improvements

=item *

Adding, removing, or significantly changing documentation in the
F<pod/> directory

=item *

Important platform-specific changes

=back

Please make sure you add the perldelta entry to the right section
within F<pod/perldelta.pod>.  More information on how to write good
perldelta entries is available in the C<Style> section of
F<Porting/how_to_write_a_perldelta.pod>.

=head2 What makes for a good patch?

New features and extensions to the language can be contentious.  There
is no specific set of criteria which determine what features get added,
but here are some questions to consider when developing a patch:

=head3 Does the concept match the general goals of Perl?

Our goals include, but are not limited to:

=over 4

=item 1.

Keep it fast, simple, and useful.

=item 2.

Keep features/concepts as orthogonal as possible.

=item 3.

No arbitrary limits (platforms, data sizes, cultures).

=item 4.

Keep it open and exciting to use/patch/advocate Perl everywhere.

=item 5.

Either assimilate new technologies, or build bridges to them.

=back

=head3 Where is the implementation?

All the talk in the world is useless without an implementation.  In
almost every case, the person or people who argue for a new feature
will be expected to be the ones who implement it.  Porters capable of
coding new features have their own agendas, and are not available to
implement your (possibly good) idea.

=head3 Backwards compatibility

It's a cardinal sin to break existing Perl programs.  New warnings can
be contentious--some say that a program that emits warnings is not
broken, while others say it is.  Adding keywords has the potential to
break programs, changing the meaning of existing token sequences or
functions might break programs.

The Perl 5 core includes mechanisms to help porters make backwards
incompatible changes more compatible such as the L<feature> and
L<deprecate> modules.  Please use them when appropriate.

=head3 Could it be a module instead?

Perl 5 has extension mechanisms, modules and XS, specifically to avoid
the need to keep changing the Perl interpreter.  You can write modules
that export functions, you can give those functions prototypes so they
can be called like built-in functions, you can even write XS code to
mess with the runtime data structures of the Perl interpreter if you
want to implement really complicated things.

Whenever possible, new features should be prototyped in a CPAN module
before they will be considered for the core.

=head3 Is the feature generic enough?

Is this something that only the submitter wants added to the language,
or is it broadly useful?  Sometimes, instead of adding a feature with a
tight focus, the porters might decide to wait until someone implements
the more generalized feature.

=head3 Does it potentially introduce new bugs?

Radical rewrites of large chunks of the Perl interpreter have the
potential to introduce new bugs.

=head3 How big is it?

The smaller and more localized the change, the better.  Similarly, a
series of small patches is greatly preferred over a single large patch.

=head3 Does it preclude other desirable features?

A patch is likely to be rejected if it closes off future avenues of
development.  For instance, a patch that placed a true and final
interpretation on prototypes is likely to be rejected because there are
still options for the future of prototypes that haven't been addressed.

=head3 Is the implementation robust?

Good patches (tight code, complete, correct) stand more chance of going
in.  Sloppy or incorrect patches might be placed on the back burner
until the pumpking has time to fix, or might be discarded altogether
without further notice.

=head3 Is the implementation generic enough to be portable?

The worst patches make use of system-specific features.  It's highly
unlikely that non-portable additions to the Perl language will be
accepted.

=head3 Is the implementation tested?

Patches which change behaviour (fixing bugs or introducing new
features) must include regression tests to verify that everything works
as expected.

Without tests provided by the original author, how can anyone else
changing perl in the future be sure that they haven't unwittingly
broken the behaviour the patch implements? And without tests, how can
the patch's author be confident that his/her hard work put into the
patch won't be accidentally thrown away by someone in the future?

=head3 Is there enough documentation?

Patches without documentation are probably ill-thought out or
incomplete.  No features can be added or changed without documentation,
so submitting a patch for the appropriate pod docs as well as the
source code is important.

=head3 Is there another way to do it?

Larry said "Although the Perl Slogan is I<There's More Than One Way to
Do It>, I hesitate to make 10 ways to do something".  This is a tricky
heuristic to navigate, though--one man's essential addition is another
man's pointless cruft.

=head3 Does it create too much work?

Work for the pumpking, work for Perl programmers, work for module
authors, ... Perl is supposed to be easy.

=head3 Patches speak louder than words

Working code is always preferred to pie-in-the-sky ideas.  A patch to
add a feature stands a much higher chance of making it to the language
than does a random feature request, no matter how fervently argued the
request might be.  This ties into "Will it be useful?", as the fact
that someone took the time to make the patch demonstrates a strong
desire for the feature.

=head1 TESTING

The core uses the same testing style as the rest of Perl, a simple
"ok/not ok" run through Test::Harness, but there are a few special
considerations.

There are three ways to write a test in the core: L<Test::More>,
F<t/test.pl> and ad hoc C<print $test ? "ok 42\n" : "not ok 42\n">.
The decision of which to use depends on what part of the test suite
you're working on.  This is a measure to prevent a high-level failure
(such as Config.pm breaking) from causing basic functionality tests to
fail.

The F<t/test.pl> library provides some of the features of
L<Test::More>, but avoids loading most modules and uses as few core
features as possible.

If you write your own test, use the L<Test Anything
Protocol|https://testanything.org>.

=over 4

=item * F<t/base>, F<t/comp> and F<t/opbasic>

Since we don't know if C<require> works, or even subroutines, use ad hoc
tests for these three.  Step carefully to avoid using the feature being
tested.  Tests in F<t/opbasic>, for instance, have been placed there
rather than in F<t/op> because they test functionality which
F<t/test.pl> presumes has already been demonstrated to work.

=item * All other subdirectories of F<t/>

Now that basic require() and subroutines are tested, you can use the
F<t/test.pl> library.

You can also use certain libraries like L<Config> conditionally, but be
sure to skip the test gracefully if it's not there.

=item * Test files not found under F<t/>

This category includes F<.t> files underneath directories such as F<dist>,
F<ext> and F<lib>.  Since the core of Perl has now been tested, L<Test::More>
can and now should be used.  You can also use the full suite of core modules
in the tests.  (As noted in L<"Patching a core module"> above, changes to
F<.t> files found under F<cpan/> should be submitted to the upstream
maintainers of those modules.)

=back

When you say "make test", Perl uses the F<t/TEST> program to run the
test suite (except under Win32 where it uses F<t/harness> instead).
All tests are run from the F<t/> directory, B<not> the directory which
contains the test.  This causes some problems with the tests in
F<lib/>, so here's some opportunity for some patching.

You must be triply conscious of cross-platform concerns.  This usually
boils down to using L<File::Spec>, avoiding things like C<fork()>
and C<system()> unless absolutely necessary, and not assuming that a
given character has a particular ordinal value (code point) or that its
UTF-8 representation is composed of particular bytes.

There are several functions available to specify characters and code
points portably in tests.  The always-preloaded functions
C<utf8::unicode_to_native()> and its inverse
C<utf8::native_to_unicode()> take code points and translate
appropriately.  The file F<t/charset_tools.pl> has several functions
that can be useful.  It has versions of the previous two functions
that take strings as inputs -- not single numeric code points:
C<uni_to_native()> and C<native_to_uni()>.  If you must look at the
individual bytes comprising a UTF-8 encoded string,
C<byte_utf8a_to_utf8n()> takes as input a string of those bytes encoded
for an ASCII platform, and returns the equivalent string in the native
platform.  For example, C<byte_utf8a_to_utf8n("\xC2\xA0")> returns the
byte sequence on the current platform that form the UTF-8 for C<U+00A0>,
since C<"\xC2\xA0"> are the UTF-8 bytes on an ASCII platform for that
code point.  This function returns C<"\xC2\xA0"> on an ASCII platform, and
C<"\x80\x41"> on an EBCDIC 1047 one.

But easiest is, if the character is specifiable as a literal, like
C<"A"> or C<"%">, to use that; if not so specificable, you can use
C<\N{}> , if the side effects aren't troublesome.  Simply specify all
your characters in hex, using C<\N{U+ZZ}> instead of C<\xZZ>.  C<\N{}>
is the Unicode name, and so it
always gives you the Unicode character.  C<\N{U+41}> is the character
whose Unicode code point is C<0x41>, hence is C<'A'> on all platforms.
The side effects are:

=over 4

=item *

These select Unicode rules.  That means that in double-quotish strings,
the string is always converted to UTF-8 to force a Unicode
interpretation (you can C<utf8::downgrade()> afterwards to convert back
to non-UTF8, if possible).  In regular expression patterns, the
conversion isn't done, but if the character set modifier would
otherwise be C</d>, it is changed to C</u>.

=item *

If you use the form C<\N{I<character name>}>, the L<charnames> module
gets automatically loaded.  This may not be suitable for the test level
you are doing.

=back

If you are testing locales (see L<perllocale>), there are helper
functions in F<t/loc_tools.pl> to enable you to see what locales there
are on the current platform.

=head2 Special C<make test> targets

There are various special make targets that can be used to test Perl
slightly differently than the standard "test" target.  Not all them are
expected to give a 100% success rate.  Many of them have several
aliases, and many of them are not available on certain operating
systems.

=over 4

=item * test_porting

This runs some basic sanity tests on the source tree and helps catch
basic errors before you submit a patch.

=item * minitest

Run F<miniperl> on F<t/base>, F<t/comp>, F<t/cmd>, F<t/run>, F<t/io>,
F<t/op>, F<t/uni> and F<t/mro> tests.

F<miniperl> is a minimalistic perl built to bootstrap building
extensions, utilties, documentation etc.  It doesn't support dynamic
loading and depending on the point in the build process will only have
access to a limited set of core modules.  F<miniperl> is not intended
for day to day use.

=item * test.valgrind check.valgrind

(Only in Linux) Run all the tests using the memory leak + naughty
memory access tool "valgrind".  The log files will be named
F<testname.valgrind>.

=item * test_harness

Run the test suite with the F<t/harness> controlling program, instead
of F<t/TEST>.  F<t/harness> is more sophisticated, and uses the
L<Test::Harness> module, thus using this test target supposes that perl
mostly works.  The main advantage for our purposes is that it prints a
detailed summary of failed tests at the end.  Also, unlike F<t/TEST>,
it doesn't redirect stderr to stdout.

Note that under Win32 F<t/harness> is always used instead of F<t/TEST>,
so there is no special "test_harness" target.

Under Win32's "test" target you may use the TEST_SWITCHES and
TEST_FILES environment variables to control the behaviour of
F<t/harness>.  This means you can say

    nmake test TEST_FILES="op/*.t"
    nmake test TEST_SWITCHES="-torture" TEST_FILES="op/*.t"

=item * test-notty test_notty

Sets PERL_SKIP_TTY_TEST to true before running normal test.

=back

=head2 Parallel tests

The core distribution can now run its regression tests in parallel on
Unix-like platforms.  Instead of running C<make test>, set C<TEST_JOBS>
in your environment to the number of tests to run in parallel, and run
C<make test_harness>.  On a Bourne-like shell, this can be done as

    TEST_JOBS=3 make test_harness  # Run 3 tests in parallel

An environment variable is used, rather than parallel make itself,
because L<TAP::Harness> needs to be able to schedule individual
non-conflicting test scripts itself, and there is no standard interface
to C<make> utilities to interact with their job schedulers.

Note that currently some test scripts may fail when run in parallel
(most notably F<dist/IO/t/io_dir.t>).  If necessary, run just the
failing scripts again sequentially and see if the failures go away.

=head2 Running tests by hand

You can run part of the test suite by hand by using one of the
following commands from the F<t/> directory:

    ./perl -I../lib TEST list-of-.t-files

or

    ./perl -I../lib harness list-of-.t-files

(If you don't specify test scripts, the whole test suite will be run.)

=head2 Using F<t/harness> for testing

If you use C<harness> for testing, you have several command line
options available to you.  The arguments are as follows, and are in the
order that they must appear if used together.

    harness -v -torture -re=pattern LIST OF FILES TO TEST
    harness -v -torture -re LIST OF PATTERNS TO MATCH

If C<LIST OF FILES TO TEST> is omitted, the file list is obtained from
the manifest.  The file list may include shell wildcards which will be
expanded out.

=over 4

=item * -v

Run the tests under verbose mode so you can see what tests were run,
and debug output.

=item * -torture

Run the torture tests as well as the normal set.

=item * -re=PATTERN

Filter the file list so that all the test files run match PATTERN.
Note that this form is distinct from the B<-re LIST OF PATTERNS> form
below in that it allows the file list to be provided as well.

=item * -re LIST OF PATTERNS

Filter the file list so that all the test files run match
/(LIST|OF|PATTERNS)/.  Note that with this form the patterns are joined
by '|' and you cannot supply a list of files, instead the test files
are obtained from the MANIFEST.

=back

You can run an individual test by a command similar to

    ./perl -I../lib path/to/foo.t

except that the harnesses set up some environment variables that may
affect the execution of the test:

=over 4

=item * PERL_CORE=1

indicates that we're running this test as part of the perl core test
suite.  This is useful for modules that have a dual life on CPAN.

=item * PERL_DESTRUCT_LEVEL=2

is set to 2 if it isn't set already (see
L<perlhacktips/PERL_DESTRUCT_LEVEL>).

=item * PERL

(used only by F<t/TEST>) if set, overrides the path to the perl
executable that should be used to run the tests (the default being
F<./perl>).

=item * PERL_SKIP_TTY_TEST

if set, tells to skip the tests that need a terminal.  It's actually
set automatically by the Makefile, but can also be forced artificially
by running 'make test_notty'.

=back

=head3 Other environment variables that may influence tests

=over 4

=item * PERL_TEST_Net_Ping

Setting this variable runs all the Net::Ping modules tests, otherwise
some tests that interact with the outside world are skipped.  See
L<perl58delta>.

=item * PERL_TEST_NOVREXX

Setting this variable skips the vrexx.t tests for OS2::REXX.

=item * PERL_TEST_NUMCONVERTS

This sets a variable in op/numconvert.t.

=item * PERL_TEST_MEMORY

Setting this variable includes the tests in F<t/bigmem/>.  This should
be set to the number of gigabytes of memory available for testing, eg.
C<PERL_TEST_MEMORY=4> indicates that tests that require 4GiB of
available memory can be run safely.

=back

See also the documentation for the Test and Test::Harness modules, for
more environment variables that affect testing.

=head2 Performance testing

The file F<t/perf/benchmarks> contains snippets of perl code which are
intended to be benchmarked across a range of perls by the
F<Porting/bench.pl> tool. If you fix or enhance a performance issue, you
may want to add a representative code sample to the file, then run
F<bench.pl> against the previous and current perls to see what difference
it has made, and whether anything else has slowed down as a consequence.

The file F<t/perf/opcount.t> is designed to test whether a particular
code snippet has been compiled into an optree containing specified
numbers of particular op types. This is good for testing whether
optimisations which alter ops, such as converting an C<aelem> op into an
C<aelemfast> op, are really doing that.

The files F<t/perf/speed.t> and F<t/re/speed.t> are designed to test
things that run thousands of times slower if a particular optimisation
is broken (for example, the utf8 length cache on long utf8 strings).
Add a test that will take a fraction of a second normally, and minutes
otherwise, causing the test file to time out on failure.

=head2 Building perl at older commits

In the course of hacking on the Perl core distribution, you may have occasion
to configure, build and test perl at an old commit.  Sometimes C<make> will
fail during this process.  If that happens, you may be able to salvage the
situation by using the Devel::PatchPerl library from CPAN (not included in the
core) to bring the source code at that commit to a buildable state.

Here's a real world example, taken from work done to resolve
L<perl #10118|https://github.com/Perl/perl5/issues/10118>.
Use of F<Porting/bisect.pl> had identified commit
C<ba77e4cc9d1ceebf472c9c5c18b2377ee47062e6> as the commit in which a bug was
corrected.  To confirm, a P5P developer wanted to configure and build perl at
commit C<ba77e4c^> (presumably "bad") and then at C<ba77e4c> (presumably
"good").  Normal configuration and build was attempted:

    $ sh ./Configure -des -Dusedevel
    $ make test_prep

C<make>, however, failed with output (excerpted) like this:

    cc -fstack-protector -L/usr/local/lib -o miniperl \
      gv.o toke.o perly.o pad.o regcomp.o dump.o util.o \
      mg.o reentr.o mro.o hv.o av.o run.o pp_hot.o sv.o \
      pp.o scope.o pp_ctl.o pp_sys.o doop.o doio.o regexec.o \
      utf8.o taint.o deb.o universal.o globals.o perlio.o \
      numeric.o mathoms.o locale.o pp_pack.o pp_sort.o  \
      miniperlmain.o opmini.o perlmini.o
    pp.o: In function `Perl_pp_pow':
    pp.c:(.text+0x2db9): undefined reference to `pow'
    ...
    collect2: error: ld returned 1 exit status
    makefile:348: recipe for target 'miniperl' failed
    make: *** [miniperl] Error 1

Another P5P contributor recommended installation and use of Devel::PatchPerl
for this situation, first to determine the version of perl at the commit in
question, then to patch the source code at that point to facilitate a build.

    $ perl -MDevel::PatchPerl -e \
        'print Devel::PatchPerl->determine_version("/path/to/sourcecode"), "\n";'
    5.11.1
    $ perl -MDevel::PatchPerl -e \
        'Devel::PatchPerl->patch_source("5.11.1", "/path/to/sourcecode");'

Once the source was patched, C<./Configure> and C<make test_prep> were called
and completed successfully, enabling confirmation of the findings in RT
#72414.

=head1 MORE READING FOR GUTS HACKERS

To hack on the Perl guts, you'll need to read the following things:

=over 4

=item * L<perlsource>

An overview of the Perl source tree.  This will help you find the files
you're looking for.

=item * L<perlinterp>

An overview of the Perl interpreter source code and some details on how
Perl does what it does.

=item * L<perlhacktut>

This document walks through the creation of a small patch to Perl's C
code.  If you're just getting started with Perl core hacking, this will
help you understand how it works.

=item * L<perlhacktips>

More details on hacking the Perl core.  This document focuses on lower
level details such as how to write tests, compilation issues,
portability, debugging, etc.

If you plan on doing serious C hacking, make sure to read this.

=item * L<perlguts>

This is of paramount importance, since it's the documentation of what
goes where in the Perl source.  Read it over a couple of times and it
might start to make sense - don't worry if it doesn't yet, because the
best way to study it is to read it in conjunction with poking at Perl
source, and we'll do that later on.

Gisle Aas's "illustrated perlguts", also known as I<illguts>, has very
helpful pictures:

L<https://search.cpan.org/dist/illguts/>

=item * L<perlxstut> and L<perlxs>

A working knowledge of XSUB programming is incredibly useful for core
hacking; XSUBs use techniques drawn from the PP code, the portion of
the guts that actually executes a Perl program.  It's a lot gentler to
learn those techniques from simple examples and explanation than from
the core itself.

=item * L<perlapi>

The documentation for the Perl API explains what some of the internal
functions do, as well as the many macros used in the source.

=item * F<Porting/pumpkin.pod>

This is a collection of words of wisdom for a Perl porter; some of it
is only useful to the pumpkin holder, but most of it applies to anyone
wanting to go about Perl development.

=back

=head1 CPAN TESTERS AND PERL SMOKERS

The CPAN testers ( L<http://cpantesters.org/> ) are a group of volunteers
who test CPAN modules on a variety of platforms.

Perl Smokers ( L<https://www.nntp.perl.org/group/perl.daily-build/> and
L<https://www.nntp.perl.org/group/perl.daily-build.reports/> )
automatically test Perl source releases on platforms with various
configurations.

Both efforts welcome volunteers.  In order to get involved in smoke
testing of the perl itself visit
L<https://metacpan.org/release/Test-Smoke>.  In order to start smoke
testing CPAN modules visit
L<https://metacpan.org/release/CPANPLUS-YACSmoke> or
L<https://metacpan.org/release/minismokebox> or
L<https://metacpan.org/release/CPAN-Reporter>.

=head1 WHAT NEXT?

If you've read all the documentation in the document and the ones
listed above, you're more than ready to hack on Perl.

Here's some more recommendations

=over 4

=item *

Subscribe to perl5-porters, follow the patches and try and understand
them; don't be afraid to ask if there's a portion you're not clear on -
who knows, you may unearth a bug in the patch...

=item *

Do read the README associated with your operating system, e.g.
README.aix on the IBM AIX OS.  Don't hesitate to supply patches to that
README if you find anything missing or changed over a new OS release.

=item *

Find an area of Perl that seems interesting to you, and see if you can
work out how it works.  Scan through the source, and step over it in
the debugger.  Play, poke, investigate, fiddle! You'll probably get to
understand not just your chosen area but a much wider range of
F<perl>'s activity as well, and probably sooner than you'd think.

=back

=head2 "The Road goes ever on and on, down from the door where it began."

If you can do these things, you've started on the long road to Perl
porting.  Thanks for wanting to help make Perl better - and happy
hacking!

=head2 Metaphoric Quotations

If you recognized the quote about the Road above, you're in luck.

Most software projects begin each file with a literal description of
each file's purpose.  Perl instead begins each with a literary allusion
to that file's purpose.

Like chapters in many books, all top-level Perl source files (along
with a few others here and there) begin with an epigrammatic
inscription that alludes, indirectly and metaphorically, to the
material you're about to read.

Quotations are taken from writings of J.R.R. Tolkien pertaining to his
Legendarium, almost always from I<The Lord of the Rings>.  Chapters and
page numbers are given using the following editions:

=over 4

=item *

I<The Hobbit>, by J.R.R. Tolkien.  The hardcover, 70th-anniversary
edition of 2007 was used, published in the UK by Harper Collins
Publishers and in the US by the Houghton Mifflin Company.

=item *

I<The Lord of the Rings>, by J.R.R. Tolkien.  The hardcover,
50th-anniversary edition of 2004 was used, published in the UK by
Harper Collins Publishers and in the US by the Houghton Mifflin
Company.

=item *

I<The Lays of Beleriand>, by J.R.R. Tolkien and published posthumously
by his son and literary executor, C.J.R. Tolkien, being the 3rd of the
12 volumes in Christopher's mammoth I<History of Middle Earth>.  Page
numbers derive from the hardcover edition, first published in 1983 by
George Allen & Unwin; no page numbers changed for the special 3-volume
omnibus edition of 2002 or the various trade-paper editions, all again
now by Harper Collins or Houghton Mifflin.

=back

Other JRRT books fair game for quotes would thus include I<The
Adventures of Tom Bombadil>, I<The Silmarillion>, I<Unfinished Tales>,
and I<The Tale of the Children of Hurin>, all but the first
posthumously assembled by CJRT.  But I<The Lord of the Rings> itself is
perfectly fine and probably best to quote from, provided you can find a
suitable quote there.

So if you were to supply a new, complete, top-level source file to add
to Perl, you should conform to this peculiar practice by yourself
selecting an appropriate quotation from Tolkien, retaining the original
spelling and punctuation and using the same format the rest of the
quotes are in.  Indirect and oblique is just fine; remember, it's a
metaphor, so being meta is, after all, what it's for.

=head1 AUTHOR

This document was originally written by Nathan Torkington, and is
maintained by the perl5-porters mailing list.