aboutsummaryrefslogtreecommitdiff
path: root/doc/src/FAQ/FAQ_DEV.html
diff options
context:
space:
mode:
Diffstat (limited to 'doc/src/FAQ/FAQ_DEV.html')
-rw-r--r--doc/src/FAQ/FAQ_DEV.html486
1 files changed, 486 insertions, 0 deletions
diff --git a/doc/src/FAQ/FAQ_DEV.html b/doc/src/FAQ/FAQ_DEV.html
new file mode 100644
index 00000000000..ba60c157c21
--- /dev/null
+++ b/doc/src/FAQ/FAQ_DEV.html
@@ -0,0 +1,486 @@
+<HTML>
+<HEAD>
+<TITLE>PostgreSQL Developers FAQ</title>
+</HEAD>
+<BODY BGCOLOR="#FFFFFF" TEXT="#000000" LINK="#FF0000" VLINK="#A00000" ALINK="#0000FF">
+<H1>
+Developer's Frequently Asked Questions (FAQ) for PostgreSQL
+</H1>
+<P>
+Last updated: Fri Jun 9 21:54:54 EDT 2000
+<P>
+Current maintainer: Bruce Momjian (<a
+href="mailto:pgman@candle.pha.pa.us">pgman@candle.pha.pa.us</a>)<BR>
+<P>
+The most recent version of this document can be viewed at
+the postgreSQL Web site, <a
+href="http://PostgreSQL.org">http://PostgreSQL.org</a>.
+<P>
+<HR>
+<P>
+
+<CENTER><H2>Questions</H2></CENTER>
+<a href="#1">1</a>) What tools are available for developers?<BR>
+<a href="#2">2</a>) What books are good for developers?<BR>
+<a href="#3">3</a>) Why do we use <I>palloc</I>() and <I>pfree</I>() to allocate memory?<BR>
+<a href="#4">4</a>) Why do we use <I>Node</I> and <I>List</I> to
+make data structures?<BR>
+<a href="#5">5</a>) How do I add a feature or fix a bug?<BR>
+<a href="#6">6</a>) How do I download/update the current source tree?<BR>
+<a href="#7">7</a>) How do I test my changes?<BR>
+<a href="#7">7</a>) I just added a field to a structure. What else
+should I do?<BR>
+<a href="#8">8</a>) Why are table, column, type, function, view
+names sometimes referenced as <I>Name</I> or <I>NameData,</I> and
+sometimes as <I>char *?</I><BR>
+<a href="#9">9</a>) How do I efficiently access information in
+tables from the backend code?<BR>
+<a href="#10">10</a>) What is elog()?<BR>
+<a href="#11">11</a>) What is configure all about?<BR>
+<a href="#12">12</a>) How do I add a new port?<BR>
+<BR>
+<HR>
+
+<H3><a
+name="1">1</a>) What tools are available for developers?</H3><P>
+
+Aside from the User documentation mentioned in the regular FAQ, there
+are several development tools available. First, all the files in the
+<I>/tools</I> directory are designed for developers.
+
+<PRE>
+ RELEASE_CHANGES changes we have to make for each release
+ SQL_keywords standard SQL'92 keywords
+ backend description/flowchart of the backend directories
+ ccsym find standard defines made by your compiler
+ entab converts tabs to spaces, used by pgindent
+ find_static finds functions that could be made static
+ find_typedef get a list of typedefs in the source code
+ make_ctags make vi 'tags' file in each directory
+ make_diff make *.orig and diffs of source
+ make_etags make emacs 'etags' files
+ make_keywords.README make comparison of our keywords and SQL'92
+ make_mkid make mkid ID files
+ mkldexport create AIX exports file
+ pgindent indents C source files
+ pginclude scripts for adding/removing include files
+ unused_oids in pgsql/src/include/catalog
+</PRE>
+
+Let me note some of these. If you point your browser at the
+<I>file:/usr/local/src/pgsql/src/tools/backend/index.html</I> directory,
+you will see few paragraphs describing the data flow, the backend
+components in a flow chart, and a description of the shared memory area.
+You can click on any flowchart box to see a description. If you then
+click on the directory name, you will be taken to the source directory,
+to browse the actual source code behind it. We also have several README
+files in some source directories to describe the function of the module.
+ The browser will display these when you enter the directory also. The
+<I>tools/backend</I> directory is also contained on our web page under
+the title <I>How PostgreSQL Processes a Query.</I><P>
+
+
+Second, you really should have an editor that can handle tags, so you
+can tag a function call to see the function definition, and then tag
+inside that function to see an even lower-level function, and then back
+out twice to return to the original function. Most editors support this
+via <I>tags</I> or <I>etags</I> files.<P>
+
+
+Third, you need to get <I>id-utils</I> from:
+<pre>
+ <a href="ftp://alpha.gnu.org/gnu/id-utils-3.2d.tar.gz">ftp://alpha.gnu.org/gnu/id-utils-3.2d.tar.gz</a>
+ <a href="ftp://tug.org/gnu/id-utils-3.2d.tar.gz">ftp://tug.org/gnu/id-utils-3.2d.tar.gz</a>
+ <a href="ftp://ftp.enst.fr/pub/gnu/gnits/id-utils-3.2d.tar.gz">ftp://ftp.enst.fr/pub/gnu/gnits/id-utils-3.2d.tar.gz</a>
+</pre>
+
+By running <I>tools/make_mkid</I>, an archive of source symbols can be
+created that can be rapidly queried like <I>grep</I> or edited. Others
+prefer <I>glimpse.</I><P>
+
+
+<I>make_diff</I> has tools to create patch diff files that can be
+applied to the distribution.<P>
+
+
+Our standard format is to indent each code level with one tab, where
+each tab is four spaces. You will need to set your editor to display
+tabs as four spaces:
+<BR>
+<PRE>
+ vi in ~/.exrc:
+ set tabstop=4
+ set sw=4
+ more:
+ more -x4
+ less:
+ less -x4
+ emacs:
+ M-x set-variable tab-width
+ or
+ ; Cmd to set tab stops &etc for working with PostgreSQL code
+ (c-add-style "pgsql"
+ '("bsd"
+ (indent-tabs-mode . t)
+ (c-basic-offset . 4)
+ (tab-width . 4)
+ (c-offsets-alist .
+ ((case-label . +))))
+ t) ; t = set this mode on
+
+ and add this to your autoload list (modify file path in macro):
+
+ (setq auto-mode-alist
+ (cons '("\\`/usr/local/src/pgsql/.*\\.[chyl]\\'" . pgsql-c-mode)
+ auto-mode-alist))
+ or
+ /*
+ * Local variables:
+ * tab-width: 4
+ * c-indent-level: 4
+ * c-basic-offset: 4
+ * End:
+ */
+</PRE>
+<BR>
+<I>pgindent</I> will the format code by specifying
+flags to your operating system's utility <I>indent.</I><P>
+<I>pgindent</I> is run on all source files just before each beta test
+period. It auto-formats all source files to make them consistent.
+Comment blocks that need specific line breaks should be formatted as
+<I>block comments,</I> where the comment starts as
+<CODE>/*------</CODE>. These comments will not be reformatted in any
+way.
+
+<I>pginclude</I> contains scripts used to add needed #include's to
+include files, and removed unneeded #include's.
+
+When adding system types, you will need to assign oids to them.
+There is also a script called <I>unused_oids</I> in
+<I>pgsql/src/include/catalog</I> that shows the unused oids.
+
+<H3><a name="2">2</a>) What books are good for developers?</H3><P>
+
+I have four good books, <I>An Introduction to Database Systems,</I> by
+C.J. Date, Addison, Wesley, <I>A Guide to the SQL Standard,</I> by C.J.
+Date, et. al, Addison, Wesley, <I>Fundamentals of Database Systems,</I>
+by Elmasri and Navathe, and <I>Transaction Processing,</I> by Jim Gray,
+Morgan, Kaufmann<P>
+
+There is also a database performance site, with a handbook on-line
+written by Jim Gray at <A
+HREF="http://www.benchmarkresources.com">http://www.benchmarkresources.com.</A>
+
+
+
+<H3><a name="3">3</a>) Why do we use <I>palloc</I>() and <I>pfree</I>()
+to allocate memory?</H3><P>
+
+<I>palloc()</I> and <I>pfree()</I> are used in place of malloc() and
+free() because we automatically free all memory allocated when a
+transaction completes. This makes it easier to make sure we free memory
+that gets allocated in one place, but only freed much later. There are
+several contexts that memory can be allocated in, and this controls when
+the allocated memory is automatically freed by the backend.<P>
+
+
+<H3><a name="4">4</a>) Why do we use <I>Node</I> and <I>List</I> to
+make data structures?</H3><P>
+
+We do this because this allows a consistent way to pass data inside the
+backend in a flexible way. Every node has a <I>NodeTag</I> which
+specifies what type of data is inside the Node. <I>Lists</I> are groups
+of <I>Nodes chained together as a forward-linked list.</I><P>
+Here are some of the <I>List</I> manipulation commands:
+<BLOCKQUOTE>
+<DL>
+<DT>lfirst(i)
+<DD>return the data at list element <I>i.</I>
+<DT>lnext(i)
+<DD>return the next list element after <I>i.</I>
+<DT>foreach(i, list)
+<DD>loop through <I>list,</I> assigning each list element to <I>i.</I>
+It is important to note that <I>i</I> is a List *, not the data in the
+<I>List</I> element. You need to use <I>lfirst(i)</I> to get at the data.
+Here is a typical code snipped that loops through a List containing
+<I>Var *'s</I> and processes each one:
+<PRE>
+<CODE>
+ List *i, *list;
+
+ foreach(i, list)
+ {
+ Var *var = lfirst(i);
+
+ /* process var here */
+ }
+</CODE>
+</PRE>
+<DT>lcons(node, list)
+<DD>add <I>node</I> to the front of <I>list,</I> or create a new list with
+<I>node</I> if <I>list</I> is <I>NIL.</I>
+<DT>lappend(list, node)
+<DD>add <I>node</I> to the end of <I>list.</I> This is more expensive
+that lcons.
+<DT>nconc(list1, list2)
+<DD>Concat <I>list2</I> on to the end of <I>list1.</I>
+<DT>length(list)
+<DD>return the length of the <I>list.</I>
+<DT>nth(i, list)
+<DD>return the <I>i</I>'th element in <I>list.</I>
+<DT>lconsi, ...
+<DD>There are integer versions of these: <I>lconsi, lappendi, nthi.</I>
+<I>List's</I> containing integers instead of Node pointers are used to
+hold list of relation object id's and other integer quantities.
+</DL>
+</BLOCKQUOTE>
+You can print nodes easily inside <I>gdb.</I> First, to disable
+output truncation when you use the gdb <I>print</I> command:
+<PRE>
+<CODE>
+ (gdb) set print elements 0
+</CODE>
+</PRE>
+Instead of printing values in gdb format, you can use the next two
+commands to print out List, Node, and structure contents in a verbose
+format that is easier to understand. List's are unrolled into nodes,
+and nodes are printed in detail. The first prints in a short format,
+and the second in a long format:
+<PRE>
+<CODE>
+ (gdb) call print(any_pointer)
+ (gdb) call pprint(any_pointer)
+</CODE>
+</PRE>
+The output appears in the postmaster log file, or on your screen if you
+are running a backend directly without a postmaster.
+<P>
+
+<H3><a name="5">5</a>) How do I add a feature or fix a bug?</H3><P>
+
+The source code is over 250,000 lines. Many problems/features are
+isolated to one specific area of the code. Others require knowledge of
+much of the source. If you are confused about where to start, ask the
+hackers list, and they will be glad to assess the complexity and give
+pointers on where to start.<P>
+
+Another thing to keep in mind is that many fixes and features can be
+added with surprisingly little code. I often start by adding code, then
+looking at other areas in the code where similar things are done, and by
+the time I am finished, the patch is quite small and compact.<P>
+
+When adding code, keep in mind that it should use the existing
+facilities in the source, for performance reasons and for simplicity.
+Often a review of existing code doing similar things is helpful.<P>
+
+
+<H3><a name="6">6</a>) How do I download/update the current source
+tree?</H3><P>
+
+
+There are several ways to obtain the source tree. Occasional developers
+can just get the most recent source tree snapshot from
+ftp.postgresql.org. For regular developers, you can use CVS. CVS
+allows you to download the source tree, then occasionally update your
+copy of the source tree with any new changes. Using CVS, you don't have
+to download the entire source each time, only the changed files.
+Anonymous CVS does not allows developers to update the remote source
+tree, though privileged developers can do this. There is a CVS FAQ on
+our web site that describes how to use remote CVS. You can also use
+CVSup, which has similarly functionality, and is available from
+ftp.postgresql.org.<P>
+
+To update the source tree, there are two ways. You can generate a patch
+against your current source tree, perhaps using the make_diff tools
+mentioned above, and send them to the patches list. They will be
+reviewed, and applied in a timely manner. If the patch is major, and we
+are in beta testing, the developers may wait for the final release
+before applying your patches.<P>
+
+For hard-core developers, Marc(scrappy@postgresql.org) will give you a
+Unix shell account on postgresql.org, so you can use CVS to update the
+main source tree, or you can ftp your files into your account, patch,
+and cvs install the changes directly into the source tree. <P>
+
+<H3><a name="6">6</a>) How do I test my changes?</H3><P>
+
+First, use <I>psql</I> to make sure it is working as you expect. Then
+run <I>src/test/regress</I> and get the output of
+<I>src/test/regress/checkresults</I> with and without your changes, to
+see that your patch does not change the regression test in unexpected
+ways. This practice has saved me many times. The regression tests test
+the code in ways I would never do, and has caught many bugs in my
+patches. By finding the problems now, you save yourself a lot of
+debugging later when things are broken, and you can't figure out when it
+happened.<P>
+
+
+<H3><a name="7">7</a>) I just added a field to a structure. What else
+should I do?</H3><P>
+
+The structures passing around from the parser, rewrite, optimizer, and
+executor require quite a bit of support. Most structures have support
+routines in <I>src/backend/nodes</I> used to create, copy, read, and output
+those structures. Make sure you add support for your new field to these
+files. Find any other places the structure may need code for your new
+field. <I>mkid</I> is helpful with this (see above).<P>
+
+
+<H3><a name="8">8</a>) Why are table, column, type, function, view
+names sometimes referenced as <I>Name</I> or <I>NameData,</I> and
+sometimes as <I>char *?</I></H3><P>
+
+Table, column, type, function, and view names are stored in system
+tables in columns of type <I>Name.</I> Name is a fixed-length,
+null-terminated type of <I>NAMEDATALEN</I> bytes. (The default value
+for NAMEDATALEN is 32 bytes.)
+
+<PRE><CODE>
+ typedef struct nameData
+ {
+ char data[NAMEDATALEN];
+ } NameData;
+ typedef NameData *Name;
+</CODE></PRE>
+
+Table, column, type, function, and view names that come into the
+backend via user queries are stored as variable-length, null-terminated
+character strings.<P>
+
+Many functions are called with both types of names, ie. <I>heap_open().</I>
+Because the Name type is null-terminated, it is safe to pass it to a
+function expecting a char *. Because there are many cases where on-disk
+names(Name) are compared to user-supplied names(char *), there are many
+cases where Name and char * are used interchangeably.<P>
+
+<H3><a name="9">9</a>) How do I efficiently access information in
+tables from the backend code?</H3><P>
+
+You first need to find the tuples(rows) you are interested in. There
+are two ways. First, <I>SearchSysCacheTuple()</I> and related functions
+allow you to query the system catalogs. This is the preferred way to
+access system tables, because the first call to the cache loads the
+needed rows, and future requests can return the results without
+accessing the base table. The caches use system table indexes
+to look up tuples. A list of available caches is located in
+<I>src/backend/utils/cache/syscache.c.</I>
+<I>src/backend/utils/cache/lsyscache.c</I> contains many column-specific
+cache lookup functions.<P>
+
+The rows returned are cached-owned versions of the heap rows. They are
+invalidated when the base table changes. Because the cache is local to
+each backend, you may use the pointer returned from the cache for short
+periods without making a copy of the tuple. If you send the pointer
+into a large function that will be doing its own cache lookups, it is
+possible the cache entry may be flushed, so you should use
+<I>SearchSysCacheTupleCopy()</I> in these cases, and <I>pfree()</I> the
+tuple when you are done.<P>
+
+If you can't use the system cache, you will need to retrieve the data
+directly from the heap table, using the buffer cache that is shared by
+all backends. The backend automatically takes care of loading the rows
+into the buffer cache.<P>
+
+Open the table with <I>heap_open().</I> You can then start a table scan
+with <I>heap_beginscan(),</I> then use <I>heap_getnext()</I> and
+continue as long as <I>HeapTupleIsValid()</I> returns true. Then do a
+<I>heap_endscan().</I> <I>Keys</I> can be assigned to the <I>scan.</I>
+No indexes are used, so all rows are going to be compared to the keys,
+and only the valid rows returned.<P>
+
+You can also use <I>heap_fetch()</I> to fetch rows by block
+number/offset. While scans automatically lock/unlock rows from the
+buffer cache, with <I>heap_fetch(),</I> you must pass a <I>Buffer</I>
+pointer, and <I>ReleaseBuffer()</I> it when completed.
+
+Once you have the row, you can get data that is common to all tuples,
+like <I>t_self</I> and <I>t_oid,</I> by merely accessing the
+<I>HeapTuple</I> structure entries.
+
+If you need a table-specific column, you should take the HeapTuple
+pointer, and use the <I>GETSTRUCT()</I> macro to access the
+table-specific start of the tuple. You then cast the pointer as a
+<I>Form_pg_proc</I> pointer if you are accessing the pg_proc table, or
+<I>Form_pg_type</I> if you are accessing pg_type. You can then access
+the columns by using a structure pointer:
+
+<PRE>
+<CODE>
+ ((Form_pg_class) GETSTRUCT(tuple))-&gt;relnatts
+</CODE>
+</PRE>
+
+You should not directly change <I>live</I> tuples in this way. The best
+way is to use <I>heap_tuplemodify()</I> and pass it your palloc'ed
+tuple, and the values you want changed. It returns another palloc'ed
+tuple, which you pass to <I>heap_replace().</I>
+
+You can delete tuples by passing the tuple's <I>t_self</I> to
+<I>heap_destroy().</I> You can use it for <I>heap_update()</I> too.
+
+Remember, tuples can be either system cache versions, which may go away
+soon after you get them, buffer cache versions, which go away when
+you <I>heap_getnext(),</I> <I>heap_endscan,</I> or
+<I>ReleaseBuffer()</I>, in the <I>heap_fetch()</I> case. Or it may be a
+palloc'ed tuple, that you must <I>pfree()</I> when finished.
+
+<H3><a name="10">10</a>) What is elog()?</H3><P>
+
+<I>elog()</I> is used to send messages to the front-end, and optionally
+terminate the current query being processed. The first parameter is an
+elog level of <I>NOTICE,</I> <I>DEBUG,</I> <I>ERROR,</I> or
+<I>FATAL.</I>
+
+<I>NOTICE</I> prints on the user's terminal and the postmaster logs.
+<I>DEBUG</I> prints only in the postmaster logs. <I>ERROR</I> prints in
+both places, and terminates the current query, never returning from the call.
+<I>FATAL</I> terminates the backend process.
+
+The remaining parameters of <I>elog</I> are a <I>printf</I>-style set of
+parameters to print.
+
+<H3><a name="11">11</a>) What is configure all about?</H3><P>
+
+The files <I>configure</I> and <I>configure.in</I> are part of the
+GNU <I>autoconf</I> package. Configure allows us to test for various
+capabilities of the OS, and to set variables that can then be tested in
+C programs and Makefiles. Autoconf is installed on the PostgreSQL main
+server. To add options to configure, edit <I>configure.in,</I> and then
+run <I>autoconf</I> to generate <I>configure.</I><P>
+
+When <I>configure</I> is run by the user, it tests various OS
+capabilities, stores those in <I>config.status</I> and
+<I>config.cache,</I> and modifies a list of <I>*.in</I> files. For
+example, if there exists a <I>Makefile.in,</I> configure generates a
+<I>Makefile</I> that contains substitutions for all @var@ parameters
+found by configure.<P>
+
+When you need to edit files, make sure you don't waste time modifying
+files generated by <I>configure.</I> Edit the <I>*.in</I> file, and
+re-run <I>configure</I> to recreate the needed file. If you run <I>make
+distclean</I> from the top-level source directory, all files derived by
+configure are removed, so you see only the file contained in the source
+distribution.<P>
+
+<H3><a name="12">12</a>) How do I add a new port?</H3><P>
+
+There are a variety of places that need to be modified to add a new
+port. First, start in the <I>src/template</I> directory. Add an
+appropriate entry for your OS. Also, use <I>src/config.guess</I> to add
+your OS to <I>src/template/.similar.</I> You shouldn't match the OS
+version exactly. The <I>configure</I> test will look for an exact OS
+version number, and if not found, find a match without version number.
+Edit <I>src/configure.in</I> to add your new OS. (See configure item
+above.) You will need to run autoconf, or patch <I>src/configure</I>
+too.<P>
+
+Then, check <I>src/include/port</I> and add your new OS file, with
+appropriate values. Hopefully, there is already locking code in
+<I>src/include/storage/s_lock.h</I> for your CPU. There is also a
+<I>src/makefiles</I> directory for port-specific Makefile handling.
+There is a <I>backend/port</I> directory if you need special files for
+your OS.<P>
+
+
+</BODY>
+</HTML>