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demopkg-jw: How to use l3build and not die trying :)

This is a question that I have tried to answer for myself and it has taken longer than I expected.

l3build is a powerful tool developed and used by "The LaTeX3 Project" for the automation and testing of the project packages and the kernel itself, now available for public use and used by notable projects such as fontspec and luaotfload among others.

One of the advantages of l3build is its portability between operating systems and the amount of pre-defined functions to generate documentation and regression testing. This tool is also very useful for package developers or users who want to share and automate your LaTeX projects using GitHub for example.

After reading the documentation and reviewing the "illustrative examples" I have managed to make l3build work with a LaTeX2e package (without using regression testing).

I leave the idea here

For the purposes of this example we will use and adapted version the now classic "A model .dtx file" by Joseph Wright.

Contents

Part I: Basic Configuration

1. Create the directory structure for our project

2. Setting up the file build.lua

Part II: Advanced Configuration

3. Adding extra features to l3build

4. Customizing the creation of documentation

5. Setting up Releases and GitHub

1. Create the directory structure for our project

An important point to keep in mind is how we order our files and how we expect them to be located.

1.1 Development structure

We will create the directory structure for our project. It should look like this:

demopkg-jw/
├── build.lua
├── ctan.ann
├── ctan.note
├── mypersonaldata.lua
├── README.md
└── sources
    ├── CTANREADME.md
    └── demopkg.dtx

The demopkg.dtx file includes demopkg.sty and example.tex which is extracted by using luatex demopkg.dtx.

1.2 Installation structure

For the installation structure you should try to follow the TDS model. The installation we expect in our TDS tree (TEXMFHOME) will be like this:

TDS:doc/latex/demopkg/demopkg.pdf
TDS:doc/latex/demopkg/example/example.pdf
TDS:doc/latex/demopkg/example/example.tex
TDS:doc/latex/demopkg/README.md
TDS:tex/latex/demopkg/demopkg.sty
TDS:source/latex/demopkg/demopkg.dtx

1.3 Command line interface (CLI)

The use of l3build from the command line is:

l3build <target> [<options>]

Some of the default targets:

l3build unpack
l3build unpack -q
l3build install
l3build install --full --dry-run -q
l3build install --full
l3build uninstall
l3build doc
l3build tag
l3build tag v1.2
l3build tag v1.2a-beta
l3build ctan
l3build upload --debug
l3build upload
l3build clean

Some of the customised targets:

l3build testpkg
l3build tagged

2. Setting up the file build.lua

2.1 Basic identification of our project

The first thing we have to do is place the identification of our package.

module     = "demopkg"
pkgversion = "1.1"
pkgdate    = "2020-02-19"

NOTE: The pkgdate variable must be in ISO format (Y-M-D), the pkgversion variable must NOT start with v, only integers followed by a period (usually) and then characters other than spaces (there is no standard for versioning a package).

2.2 Configuration of files for build and installation

Now we set the variables to find our source files and define the TDS structure of our package.

maindir       = "."
sourcefiledir = "./sources"
textfiledir   = "./sources"
textfiles     = {textfiledir.."/CTANREADME.md"}
sourcefiles   = {"demopkg.dtx"}
installfiles  = {"demopkg.pdf", "demopkg.sty", "example.tex", "example.pdf"}
tdslocations  = {
  "source/latex/demopkg/demopkg.dtx",
  "doc/latex/demopkg/example/example.tex",
  "doc/latex/demopkg/example/example.pdf",
  "doc/latex/demopkg/demopkg.pdf",
  "tex/latex/demopkg/demopkg.sty"
}

2.3 Unpacking files from .dtx file

Now we set the variables to unpack the files in our package.

unpackfiles = {"demopkg.dtx"}
unpackopts  = "--interaction=batchmode"
unpackexe   = "luatex"

When you run l3build unpack -q and check the build/unpacked/ directory you should see this:

build/unpacked/
├── demopkg.dtx
├── demopkg.log
├── demopkg.sty
└── example.tex

2.4 Generating documentation

Now we set the variables to typeset the package documentation and example file. The instructions for generating the main documentation demopkg.pdf documentation are as follows:

lualatex --interaction=nonstopmode demopkg.dtx
makeindex -s gind.ist -o demopkg.ind demopkg.idx
makeindex -s gglo.ist -o demopkg.gls demopkg.glo
lualatex --interaction=nonstopmode demopkg.dtx
lualatex --interaction=nonstopmode demopkg.dtx

The instructions for generating the example file example.pdf are as follows:

pdflatex --interaction=batchmode example.tex

That is, the documentation will be generated with lualatex and the example with pdflatex.

Now we pass the instructions to build.lua, this will automatically detect the necessary steps to generate a correct documentation.

typesetfiles  = {"demopkg.dtx", "example.tex"}
typesetexe    = "lualatex"
typesetopts   = "--interaction=batchmode"
typesetruns   = 3
makeindexopts = "-q"

The latest version of l3build provides specialtypesetting with which we will compile our example.

local function type_example()
  local file = jobname(unpackdir.."/example.tex")
  errorlevel = run(unpackdir, "pdflatex --interaction=batchmode "..file..".tex > "..os_null)
  if errorlevel ~= 0 then
    error("** Error!!: pdflatex --interaction=batchmode "..file..".tex")
    return errorlevel
  else
    print("** Running: pdflatex --interaction=batchmode "..file..".tex")
  end
  return 0
end

specialtypesetting = { }
specialtypesetting["example.tex"]= {func = type_example}

When you run l3build install --full --dry-run -q you should see this:

For installation inside /home/yourname/texmf:
- source/latex/demopkg/demopkg.dtx
- doc/latex/demopkg/demopkg.pdf
- doc/latex/demopkg/example/example.pdf
- doc/latex/demopkg/CTANREADME.md
- tex/latex/demopkg/demopkg.sty
- doc/latex/demopkg/example/example.tex

NOTE: Don't worry about the name of the file CTANREADME.md, it will be automatically renamed to README.md by l3build.

2.5 Update package date and version

One of the most important things in the minute of developing a package is to have good control over the versions/dates in which it has been developed. We'll set the tagfiles variable with the two files we'll track demopkg.dtx and CTANREADME.md.

We should keep in mind the patterns that has our a file, for example, the common line of identification of a LaTeX2e package is like this:

\ProvidesPackage{pkgname}[2020/02/19 v1.1 Description]

and the identification in the CTANREADME.md file is like this:

- Date: 2020-02-19
- Version: 1.1

With this present we will create the patterns for the capture, replacement and validation of the versions and dates.

tagfiles = {"demopkg.dtx", "CTANREADME.md"}
local mydate = os.date("!%Y-%m-%d")

function update_tag(file, content, tagname, tagdate)
  if not tagname and tagdate == mydate then
    tagname = pkgversion
    tagdate = pkgdate
    print("** "..file.." have been tagged with the version and date of build.lua")
  else
    local v_maj, v_min = string.match(tagname, "^v?(%d+)(%S*)$")
    if v_maj == "" or not v_min then
      print("Error!!: Invalid tag '"..tagname.."', none of the files have been tagged")
      os.exit(0)
    else
      tagname = string.format("%i%s", v_maj, v_min)
      tagdate = mydate
    end
    print("** "..file.." have been tagged with the version "..tagname.." and date "..mydate)
  end

  if string.match(file, "demopkg.dtx") then
    local tagdate = string.gsub(tagdate, "-", "/")
    content = string.gsub(content,
                          "%[%d%d%d%d%/%d%d%/%d%d%s+v%S+",
                          "["..tagdate.." v"..tagname)
  end

  if string.match(file, "CTANREADME.md") then
    local tagdate = string.gsub(tagdate, "/", "-")
    content = string.gsub(content,
                          "Version: (%d+)(%S+)",
                          "Version: "..tagname)
    content = string.gsub(content,
                          "Date: %d%d%d%d%-%d%d%-%d%d",
                          "Date: "..tagdate)
  end
  return content
end

NOTE: In the configuration of function update_tag we have added some checks that are not configured by default in l3build. Using the l3build tag will take the variables defined in build.lua, using the l3build tag v1.4 will set the version to 1.4 in the files, but will not modify the variables in l3build.lua. If any tag is invalid it will return an error.

2.6 Configuration for CTAN

We set the configuration variables for CTAN. The CTANREADME.md file must be placed in the textfiles and ctanreadme variables, when running l3build ctan it will be renamed to README.md.

ctanreadme = "CTANREADME.md"
ctanpkg    = "demopkg"
ctanzip    = ctanpkg.."-"..pkgversion
packtdszip = false

NOTE: The support for markdown in CTAN is not the same as in Github, it is advisable to check Which markdown syntax is recognized for the readme files? and test the file on Markdown Tester.

2.6.1 Load personal data for CTAN upload

Some of the variables can be handled from an external file, for example mypersonaldata.lua will have the following information:

return
  {
    ["uploader"] = "Your name",
    ["email"] = "[email protected]"
  }

To load it into build.lua we use the following lines:

local ok, mydata = pcall(require, "mypersonaldata.lua")
if not ok then
  mydata = {email="XXX", uploader="YYY"}
end

NOTE: The email variable can be passed from the command line using l3build updload -e [email protected].

2.6.2 Config CTAN upload

The basic configuration for uploading our package to CTAN. The variables announcement_file and note_file load the files that will be sent to CTAN when our package is uploaded. In this example, the ctan.ann file will look like this:

- Fixed some bugs in previus version

And the ctan.note file will look like this:

Please add the file `example.tex` to:
doc/latex/demopkg/example/example.tex
Thanks

The lines we'll add to build.lua will be:

uploadconfig = {
  author      = "Your name",
  uploader    = mydata.uploader,
  email       = mydata.email,
  pkg         = ctanpkg,
  version     = pkgversion,
  license     = "lppl1.3c",
  summary     = "A demo package",
  description = [[An example of the use of l3build]],
  topic       = { "Some topic A", "Some topic B" },
  ctanPath    = "/macros/latex/contrib/" .. ctanpkg,
  repository  = "https://github.com/yourrepo/demopkg-jw",
  bugtracker  = "https://github.com/yourrepo/demopkg-jw/issues",
  support     = "https://github.com/yourrepo/demopkg-jw/issues",
  announcement_file="ctan.ann",
  note_file   = "ctan.note",
  update      = true
}

NOTE: It is always recommended that you first use l3build upload --debug and check the .curlopt file. If you are uploading a package to CTAN for the first time, you should change the update = false variable. The files generated from the .dtx file will not be included in the .zip file, if you want this to be possible you should add it as a note to the CTAN maintainers.

2.7 Clean files

We add extra files that are not automatically deleted by l3buil clean to the cleanfiles variable.

cleanfiles = {
  ctanzip..".curlopt",
  ctanzip..".zip",
  "example.log",
  "example.pdf",
  "demopkg.pdf"
}

At this point we have finished configuring our package for development using l3build, but ... you can always do a "little" more.

3. Adding extra features to l3build

One of the advantages of l3build is that it allows you to add functions and targets in build.lua. It is true that it comes with many useful functions, targets and options pre-defined, but, one can add one's own that fits the needs.

3.1 Checking version and date

To check that the version and dates marked in our project files are the same as those declared in build.lua we'll create the check_marked_tags() function, set tag_hook(tagname) and add the tagged target.

First we will create a small function to display our messages in the terminal set to 80 characters:

local function os_message(text)
  local mymax = 77 - string.len(text) - string.len("done")
  local msg = text.." "..string.rep(".",mymax).." done"
  return print(msg)
end

3.1.1 Creating the check_marked_tags() function

We added the function check_marked_tags() which will review and compare the version and dates marked in demopkg.dtx and build.lua.

local function check_marked_tags()
  local f = assert(io.open("sources/demopkg.dtx", "r"))
  marked_tags = f:read("*all")
  f:close()

  local m_pkgd, m_pkgv = string.match(marked_tags, "%[(%d%d%d%d%/%d%d%/%d%d)%s+v(%S+)")
  local pkgdate = string.gsub(pkgdate, "-", "/")
  if pkgversion == m_pkgv and pkgdate == m_pkgd then
    os_message("** Checking version and date: OK")
  else
    print("** Warning: demopkg.dtx is marked with version "..m_pkgv.." and date "..m_pkgd)
    print("** Warning: build.lua is marked with version "..pkgversion.." and date "..pkgdate)
    print("** Check version and date in build.lua then run l3build tag")
  end
end

3.1.2 Configuring the tag_hook() function

The tag_hook() function is automatically executed after the update_tag() function, here we will add check_marked_tags() to be executed when using l3build tag.

function tag_hook(tagname)
  check_marked_tags()
end

3.1.3 Adding the "tagged" target to l3build CLI

We add the tagged target to l3build CLI. This target internally call check_marked_tags() function.

if options["target"] == "tagged" then
  check_marked_tags()
  os.exit()
end

NOTE: This target is quite useful if we want to keep the package files and build.lua updated and paired.

3.2 Create a old-fashioned test for package

We will create an "old school style" test for our package using the example.tex file and a temporary directory (not a regression test).

3.2.1 Creating the make_temp_dir() function

We add the function make_temp_dir() which will create a temporary (randomly named) directory in which we will run our "old-fashioned test".

-- Fix basename(path) in windows (see https://chat.stackexchange.com/transcript/message/55064157#55064157)
function basename(path)
  return path:match("^.*[\\/]([^/\\]*)$")
end

local function make_temp_dir()
  local tmpname = os.tmpname()
  tempdir = basename(tmpname)
  errorlevel = mkdir(tempdir)
  if errorlevel ~= 0 then
    error("** Error!!: The ./"..tempdir.." directory could not be created")
    return errorlevel
  else
    os_message("** Creating the temporary directory ./"..tempdir..": OK")
  end
end

3.2.2 Adding the "testpkg" target to l3build CLI

We added the target testpkg to l3build CLI. This target will internally run the make_temp_dir(), run pdflatex example.tex and copy the example.log and example.pdf files to the working directory.

if options["target"] == "testpkg" then
  make_temp_dir()
  errorlevel = cp("*.*", sourcefiledir, tempdir)
  if errorlevel ~= 0 then
    error("** Error!!: Can't copy files from "..sourcefiledir.." to /"..tempdir)
    return errorlevel
  else
    os_message("** Copying files from "..sourcefiledir.." to ./"..tempdir..": OK")
  end
  -- Unpack files
  local file = jobname(tempdir.."/demopkg.dtx")
  errorlevel = run(tempdir, "pdftex -interaction=batchmode "..file..".dtx > "..os_null)
  if errorlevel ~= 0 then
    error("** Error!!: pdftex -interaction=batchmode "..file..".dtx")
    return errorlevel
  else
    os_message("** Running: pdftex -interaction=batchmode "..file..".dtx")
  end
  -- pdflatex
  local file = jobname(tempdir.."/example.tex")
  errorlevel = run(tempdir, "pdflatex -interaction=nonstopmode "..file.." > "..os_null)
  if errorlevel ~= 0 then
    error("** Error!!: pdflatex -interaction=nonstopmode "..file..".tex")
    return errorlevel
  else
    os_message("** Running: pdflatex -interaction=nonstopmode "..file..".tex")
  end
  -- Copying
  os_message("** Copying "..file..".log and "..file..".pdf files to main dir: OK")
  cp("example.log", tempdir, maindir)
  cp("example.pdf", tempdir, maindir)
  -- Clean
  os_message("** Remove temporary directory ./"..tempdir..": OK")
  cleandir(tempdir)
  lfs.rmdir(tempdir)
  os.exit()
end

NOTE: For the development of a simple LaTeX2e package we can still use the old "create a file and use it as a test" approach, of course we have to write a "little" more code.

4. Customizing the creation of documentation

If you need to have more control about how the documentation is generated, you can use two very useful functions defined in l3build: docinit_hook() that is executed before you start compiling the documentation and typeset(file) that gives you full control over how you generate the documentation.

4.1 Compiling documentation step by step

The list of files declared in typesetfiles is automatically compiled using:

typesetexe    = "lualatex"
typesetopts   = "--interaction=batchmode"
typesetruns   = 3
makeindexopts = "-q"

With the exception of those declared using specialtypesetting.

But sometimes we need a more "personalized" compilation of our documentation, for this l3build has the typeset(file) function which gives us absolute control over how the documentation and the rest of the files listed in typesetfiles are generated.

4.1.1 Configuring typeset(file) function

The step-by-step equivalent of the automatic compilation executed by l3build can be written as follows:

function typeset(file)
  local file = jobname(sourcefiledir.."/demopkg.dtx")
  -- lualatex
  errorlevel = run(typesetdir, "lualatex --interaction=batchmode "..file..".dtx >"..os_null)
  if errorlevel ~= 0 then
    error("** Error!!: lualatex --interaction=batchmode "..file..".dtx")
    return errorlevel
  else
    print("** Running: lualatex --interaction=batchmode "..file..".dtx")
  end
  -- index
  errorlevel = makeindex(file, typesetdir, ".idx", ".ind", ".ilg", indexstyle)
  if errorlevel ~= 0 then
    error("** Error!!: makeindex -q -s gind.ist -o "..file..".ind "..file..".idx")
    return errorlevel
  else
    print("** Running: makeindex -q -s gind.ist -o "..file..".ind "..file..".idx")
  end
  -- glossary
  errorlevel = makeindex(file, typesetdir, ".glo", ".gls", ".glg", glossarystyle)
  if errorlevel ~= 0 then
    error("** Error!!: makeindex -q -s gglo.ist -o "..file..".gls "..file..".glo")
    return errorlevel
  else
  print("** Running: makeindex -q -s gglo.ist -o "..file..".gls "..file..".glo")
  end
  -- lualatex second run
  errorlevel = run(typesetdir, "lualatex --interaction=batchmode "..file..".dtx >"..os_null)
  if errorlevel ~= 0 then
    error("** Error!!: lualatex --interaction=batchmode "..file..".dtx")
    return errorlevel
  else
    print("** Running: lualatex --interaction=batchmode "..file..".dtx")
  end
  -- lualatex third run
  errorlevel = run(typesetdir, "lualatex --interaction=batchmode "..file..".dtx >"..os_null)
  if errorlevel ~= 0 then
    error("** Error!!: lualatex --interaction=batchmode "..file..".dtx")
    return errorlevel
  else
    print("** Running: lualatex --interaction=batchmode "..file..".dtx")
  end
  return 0
end

When you run l3build doc you should see something like this:

This is LuaTeX, Version 1.10.0 (TeX Live 2019)
 restricted system commands enabled.
Typesetting demopkg
** Running: lualatex --interaction=batchmode demopkg.dtx
** Running: makeindex -q -s gind.ist -o demopkg.ind demopkg.idx
** Running: makeindex -q -s gglo.ist -o demopkg.gls demopkg.glo
** Running: lualatex --interaction=batchmode demopkg.dtx
** Running: lualatex --interaction=batchmode demopkg.dtx
Typesetting example
** Running: pdflatex --interaction=batchmode example.tex

4.1.2 Separate compilations by file in typeset(file)

The list of files in typesetfiles (one, two or more files) is stored in (file), sometimes we want to give a different treatment to each of these files, to see how it works, let's comment specialtypesetting:

-- specialtypesetting = { }
-- specialtypesetting["example.tex"]= {func = type_example}

Let's remember that in our example typesetfiles = {...} contains demopkg.dtx and example.tex, the configuration for typeset(file) would be:

function typeset(file)
  -- example
  if file == "example.tex" then
  local file = jobname(unpackdir.."/example.tex")
  errorlevel = run(unpackdir, "pdflatex --interaction=batchmode "..file..".tex >"..os_null)
    if errorlevel ~= 0 then
      error("** Error!!: pdflatex --interaction=batchmode "..file..".tex")
      return errorlevel
    else
      print("** Running: pdflatex --interaction=batchmode "..file..".tex")
    end
  return 0
  end
  -- demopkg
  local file = jobname(sourcefiledir.."/demopkg.dtx")
  -- lualatex
  errorlevel = run(typesetdir, "lualatex --interaction=batchmode "..file..".dtx >"..os_null)
  if errorlevel ~= 0 then
    error("** Error!!: lualatex --interaction=batchmode "..file..".dtx")
    return errorlevel
  else
    print("** Running: lualatex --interaction=batchmode "..file..".dtx")
  end
  -- index
  errorlevel = makeindex(file, typesetdir, ".idx", ".ind", ".ilg", indexstyle)
  if errorlevel ~= 0 then
    error("** Error!!: makeindex -q -s gind.ist -o "..file..".ind "..file..".idx")
    return errorlevel
  else
    print("** Running: makeindex -q -s gind.ist -o "..file..".ind "..file..".idx")
  end
  -- glossary
  errorlevel = makeindex(file, typesetdir, ".glo", ".gls", ".glg", glossarystyle)
  if errorlevel ~= 0 then
    error("** Error!!: makeindex -q -s gglo.ist -o "..file..".gls "..file..".glo")
    return errorlevel
  else
  print("** Running: makeindex -q -s gglo.ist -o "..file..".gls "..file..".glo")
  end
  -- lualatex second run
  errorlevel = run(typesetdir, "lualatex --interaction=batchmode "..file..".dtx >"..os_null)
  if errorlevel ~= 0 then
    error("** Error!!: lualatex --interaction=batchmode "..file..".dtx")
    return errorlevel
  else
    print("** Running: lualatex --interaction=batchmode "..file..".dtx")
  end
  -- lualatex third run
  errorlevel = run(typesetdir, "lualatex --interaction=batchmode "..file..".dtx >"..os_null)
  if errorlevel ~= 0 then
    error("** Error!!: lualatex --interaction=batchmode "..file..".dtx")
    return errorlevel
  else
    print("** Running: lualatex --interaction=batchmode "..file..".dtx")
  end
  return 0
end

If you have more files in typesetfiles you should add

if file == "filename" then
  -- code for compilation
return 0
end

for each file.

4.2 Compiling documentation using latex>dvips>ps2pdf

Suppose we are old school users, who still use pstricks for our drawings and compile the documents using latex>dvips>ps2pdf and we want to customize the compilation of our documentation, this is one way.

The instructions for compiling our document are:

latex --interaction=batchmode --draftmode demopkg.dtx
makeindex -s gind.ist -o demopkg.ind demopkg.idx
makeindex -s gglo.ist -o demopkg.gls demopkg.glo
latex --interaction=batchmode --draftmode demopkg.dtx
latex --interaction=batchmode demopkg.dtx
dvips -q -P pdf -o demopkg.ps demopkg.dvi
ps2pdf -dPDFSETTINGS=/screen demopkg.ps demopkg.pdf

We just need to pass these instructions on to typeset(file):

function typeset(file)
  -- Compiling example.tex
  if file == "example.tex" then
  local file = jobname(unpackdir.."/example.tex")
  errorlevel = run(unpackdir, "pdflatex --interaction=batchmode "..file..".tex > "..os_null)
    if errorlevel ~= 0 then
      error("** Error!!: pdflatex --interaction=batchmode "..file..".tex")
      return errorlevel
    else
      print("** Running: pdflatex --interaction=batchmode "..file..".tex")
    end
  return 0
  end
  -- Compiling demopkg.dtx
  local file = jobname(sourcefiledir.."/demopkg.dtx")
  errorlevel = run(typesetdir, "latex --interaction=batchmode --draftmode "..file..".dtx > "..os_null)
  if errorlevel ~= 0 then
    error("** Error!!: latex --interaction=batchmode --draftmode "..file..".dtx")
    return errorlevel
  else
    print("** Running: latex --interaction=batchmode --draftmode "..file..".dtx")
  end
  -- index
  errorlevel = makeindex(file, typesetdir, ".idx", ".ind", ".ilg", indexstyle)
  if errorlevel ~= 0 then
    error("** Error!!: makeindex -q -s gind.ist -o "..file..".ind "..file..".idx")
    return errorlevel
  else
    print("** Running: makeindex -q -s gind.ist -o "..file..".ind "..file..".idx")
  end
  -- glossary
  errorlevel = makeindex(file, typesetdir, ".glo", ".gls", ".glg", glossarystyle)
  if errorlevel ~= 0 then
    error("** Error!!: makeindex -q -s gglo.ist -o "..file..".gls "..file..".glo")
    return errorlevel
  else
    print("** Running: makeindex -q -s gglo.ist -o "..file..".gls "..file..".glo")
  end
  -- latex second run
  errorlevel = run(typesetdir, "latex --interaction=batchmode --draftmode "..file..".dtx > "..os_null)
  if errorlevel ~= 0 then
    error("** Error!!: latex --interaction=batchmode --draftmode "..file..".dtx")
    return errorlevel
  else
    print("** Running: latex --interaction=batchmode --draftmode "..file..".dtx")
  end
  -- latex third run
  errorlevel = run(typesetdir, "latex --interaction=batchmode "..file..".dtx > "..os_null)
  if errorlevel ~= 0 then
    error("** Error!!: latex --interaction=batchmode "..file..".dtx")
    return errorlevel
  else
    print("** Running: latex --interaction=batchmode "..file..".dtx")
  end
  -- dvips
  errorlevel = run(typesetdir, "dvips -q "..file..".dvi -o "..file..".ps > "..os_null)
  if errorlevel ~= 0 then
    error("** Error!!: dvips -q "..file..".dvi -o "..file..".ps")
    return errorlevel
  else
    print("** Running: dvips -q "..file..".dvi -o "..file..".ps")
  end
  -- ps2pdf
  errorlevel = run(typesetdir, "ps2pdf -dPDFSETTINGS=/screen "..file..".ps "..file..".pdf > "..os_null)
  if errorlevel ~= 0 then
    error("** Error!!: ps2pdf -dPDFSETTINGS=/screen "..file..".ps "..file..".pdf")
    return errorlevel
  else
    print("** Running: ps2pdf -dPDFSETTINGS=/screen "..file..".ps "..file..".pdf")
  end
  return 0
end

4.3 Using latexmk to compile

You can use other tools to compile your files such as arara (I love arara) or latexmk.

When using latexmk it is usual that we have our own configurations in the latexmkrc file which we will not distribute. The latexmkrc file will be:

$latex = "latex --interaction=nonstopmode %O %S";
$latex_silent_switch = "--interaction=batchmode -file-line-error";
$makeindex = "makeindex %O -s gind.ist -o %D %S";
add_cus_dep('glo','gls',0,'makeindex');
sub makeindex {
  if ( $silent ) {
    system( "makeindex -q -s gglo.ist -o \"$_[0].gls\" \"$_[0].glo\"" );
  }
  else {
    system( "makeindex -s gglo.ist -o \"$_[0].gls\" \"$_[0].glo\"" );
  };
}
$makeindex_silent_switch = "-q";
$dvips_pdf_switch = "-P pdf";
$dvips_silent_switch = "-q";
$ps2pdf = "ps2pdf %O -dPDFSETTINGS=/screen %S %D";
push @generated_exts, 'glo', 'gls', 'hd';
$clean_ext .= '%R.ps %R.dvi';

and will be located in sources/latexmkrc, to be able to use it we need it to be in the same directory in which the documentation will be compiled, here comes docinit_hook() to copy latexmkrc before compiling the documentation. We added the following lines to build.lua:

function docinit_hook()
  errorlevel = cp("latexmkrc", sourcefiledir, typesetdir)
  if errorlevel ~= 0 then
    error("** Error!!: Can't copy latexmkrc from "..sourcefiledir.." to "..typesetdir)
    return errorlevel
  else
    print("** Copying latexmkrc from "..sourcefiledir.." to "..typesetdir)
  end
  return 0
end

function typeset(file)
  if file == "example.tex" then return 0 end
  local file = jobname("sources/demopkg.dtx")
  errorlevel = run(typesetdir,"latexmk -pdfps -silent "..file..".dtx >"..os_null)
    if errorlevel ~= 0 then
      error("** Error!!: latexmk -pdfps -silent "..file..".dtx")
      return errorlevel
    else
      print("** Running: latexmk -pdfps -silent "..file..".dtx")
  end
  return 0
end

4.4 Using arara to compile documentation

In order to use arara to compile the documentation for our package, we need to add the rules to the start of demopkg.dtx:

% \iffalse meta-comment
% arara: latex: { interaction: batchmode, draft: yes }
% arara: makeindex: { style: gind.ist, input: idx, output: ind }
% arara: makeindex: { style: gglo.ist, input: glo, output: gls }
% arara: latex: { interaction: batchmode, draft: yes }
% arara: latex: { interaction: batchmode }
% arara: dvips: { options: ["-P", "pdf"] }
% arara: ps2pdf: { options: ["-dPDFSETTINGS=/screen"] }

And then add the following lines to build.lua:

function docinit_hook()
  errorlevel = cp("*.sty", sourcefiledir, typesetdir)
  if errorlevel ~= 0 then
    error("** Error!!: Can't copy .sty from "..unpackdir.." to "..typesetdir)
    return errorlevel
  else
    print("** Copying .sty from "..unpackdir.." to "..typesetdir)
  end
  return 0
end

function typeset(file)
  if file == "example.tex" then return 0 end
  local file = jobname("sources/demopkg.dtx")
  errorlevel = run(typesetdir,"arara "..file..".dtx >"..os_null)
    if errorlevel ~= 0 then
      error("** Error!!: arara "..file..".dtx")
      return errorlevel
    else
      print("** Running: arara "..file..".dtx")
  end
  return 0
end

5. Setting up Releases and GitHub

Nowadays it is very common that we store our projects in GitHub (or other similar ones), the versatility of l3build allows us to automate some tasks. The following lines are adapted to be able to do a (almost) automatic Release by registering it in GitHub.

(Credits and thanks to Will Robertson for placing the fontspec some code from which I adapted this)

NOTE: With the files ctan.ann, ctan.note and mypersonaldata.lua it's good to mark them with:

git update-index --assume-unchanged ctan.ann
git update-index --assume-unchanged ctan.note
git update-index --assume-unchanged mypersonaldata.lua

Unlike adding them to .gitignore, they will not be removed by using git clean -xdfq.

5.1 Creating the os_capture(cmd, raw) function

First we create a function to capture the outputs of the calls to system and do our checks:

local function os_capture(cmd, raw)
  local f = assert(io.popen(cmd, 'r'))
  local s = assert(f:read('*a'))
  f:close()
  if raw then return s end
    s = string.gsub(s, '^%s+', '')
    s = string.gsub(s, '%s+$', '')
    s = string.gsub(s, '[\n\r]+', ' ')
  return s
end

5.2 Adding the "release" target to l3build CLI

Record in a local variable the outputs of the git commands finally we added "release" target to l3build:

if options["target"] == "release" then
  -- Capture output of git commands
  local gitbranch = os_capture("git symbolic-ref --short HEAD")
  local gitstatus = os_capture("git status --porcelain")
  local tagongit  = os_capture('git for-each-ref refs/tags --sort=-taggerdate --format="%(refname:short)" --count=1')
  local gitpush   = os_capture("git log --branches --not --remotes")

  if gitbranch == "master" then
    os_message("** Checking git branch '"..gitbranch.."': OK")
  else
    error("** Error!!: You must be on the 'master' branch")
  end
  if gitstatus == "" then
    os_message("** Checking status of the files: OK")
  else
    error("** Error!!: Files have been edited, please commit all changes")
  end
  if gitpush == "" then
    os_message("** Checking pending commits: OK")
  else
    error("** Error!!: There are pending commits, please run git push")
  end
  check_marked_tags()

  local pkgversion = "v"..pkgversion
  os_message("** Checking last tag marked in GitHub "..tagongit..": OK")
  errorlevel = os.execute("git tag -a "..pkgversion.." -m 'Release "..pkgversion.." "..pkgdate.."'")
  if errorlevel ~= 0 then
    error("** Error!!: tag "..tagongit.." already exists, run git tag -d "..pkgversion.." && git push --delete origin "..pkgversion)
    return errorlevel
  else
    os_message("** Running: git tag -a "..pkgversion.." -m 'Release "..pkgversion.." "..pkgdate.."'")
  end
  os_message("** Running: git push --tags --quiet")
  os.execute("git push --tags --quiet")
  if fileexists(ctanzip..".zip") then
    os_message("** Checking "..ctanzip..".zip file to send to CTAN: OK")
  else
    os_message("** Creating "..ctanzip..".zip file to send to CTAN")
    os.execute("l3build ctan > "..os_null)
  end
  os_message("** Running: l3build upload -F ctan.ann --debug")
  os.execute("l3build upload -F ctan.ann --debug >"..os_null)
  print("** Now check "..ctanzip..".curlopt file and add changes to ctan.ann")
  print("** If everything is OK run (manually): l3build upload -F ctan.ann")
  os.exit(0)
end

It would look something like this when run l3build release:

** Checking git branch 'master': OK ...................................... done
** Checking status of the files: OK ...................................... done
** Checking pending commits: OK .......................................... done
** Checking version and date: OK ......................................... done
** Checking last tag marked in GitHub v1.0: OK ........................... done
** Running: git tag -a v1.1 -m 'Release v1.1 2020-02-19' ................. done
** Running: git push --tags --quiet ...................................... done
** Checking demopkg-1.1.zip file to send to CTAN: OK ..................... done
** Running: l3build upload -F ctan.ann --debug ........................... done
  % Total    % Received % Xferd  Average Speed   Time    Time     Time  Current
                                 Dload  Upload   Total   Spent    Left  Speed
100  829k  100  473k  100  356k   157k   118k  0:00:03  0:00:03 --:--:--  275k
** Now check demopkg-1.1.curlopt file and add changes to ctan.ann
** If everything is OK run (manually): l3build upload -F ctan.ann

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