serval-dna/doc/Development.md

Notes for Serval DNA Developers
===============================
[Serval Project][], September 2017

Introduction
------------

This document is intended for all developers of [Serval DNA][], and also for
non-developers who are experiencing errors in the [build][] process.

Autotools
---------

The [configure.ac](../configure.ac) file is an [autoconf][] script that
contains instructions for adapting the build of Serval DNA to different
platforms and CPU architectures.  This script makes use of many [GNU M4][]
macros, each of which tests an aspect of the build environment, such as the
make and version of the C compiler (eg, [GCC][], [Clang][]), the availability
of headers, functions and system calls in the standard library, and so forth.

Most of these M4 macros are standard, either supplied with [autoconf][] or from
the [autoconf macro archive][].  Some macros are specific to Serval DNA, either
to improve on a standard macro or perform a test for which no standard macro
exists.  These extra macros are locally defined in files within the [m4](../m4)
sub-directory.

The [autoreconf][] command used in the [build][] instructions generates an
`aclocal.m4` file that includes all the necessary files from the [m4](../m4)
directory.  In turn, it then includes this `aclocal.m4` file when invoking [GNU
M4][] to convert the [configure.ac](../configure.ac) file into the
`./configure` script.

When invoked without arguments, all [autoreconf][] versions up to 2.69 will
emit warning messages like this:

    $ cd serval-dna
    $ aclocal
    configure.ac:19: warning: Unsupported attribute section, the test may fail
    ../../lib/autoconf/lang.m4:224: AC_LANG_SOURCE is expanded from...
    ../../lib/autoconf/lang.m4:241: AC_LANG_PROGRAM is expanded from...
    ../../lib/autoconf/lang.m4:193: AC_LANG_CONFTEST is expanded from...
    ../../lib/autoconf/general.m4:2672: _AC_LINK_IFELSE is expanded from...
    ../../lib/autoconf/general.m4:2689: AC_LINK_IFELSE is expanded from...
    ../../lib/m4sugar/m4sh.m4:639: AS_IF is expanded from...
    ../../lib/autoconf/general.m4:2042: AC_CACHE_VAL is expanded from...
    ../../lib/autoconf/general.m4:2063: AC_CACHE_CHECK is expanded from...
    /usr/share/aclocal/ax_gcc_var_attribute.m4:57: AX_GCC_VAR_ATTRIBUTE is expanded from...
    configure.ac:19: the top level
    $

These messages mean that the generated `aclocal.m4` file does not contain the
M4 macros provided by Serval DNA, but instead contains the default ones that
from the [autoconf macro archive][].  As a consequence, the `./configure`
script may not test for certain features correctly, leading to compilation
failure or subtle bugs.

The correct way to invoke [autoreconf][] versions 2.69 or earlier is to give
the `-I m4` option, which will eliminate the warnings:

    $ cd serval-dna
    $ autoreconf -f -i -I m4
    $

The `-I m4` option should be unnecessary in [autoreconf][] versions 2.70 and
later, because they will deduce it from the `AC_CONFIG_MACRO_DIR([m4])`
directive near the top of `configure.ac`.

libsodium
---------

[Serval DNA][] uses the [libsodium][] cryptographic library for elliptic curve
encryption, authentication and secure hashing.

[libsodium][] is a portable, cross-compilable fork of [NaCl][], with a
compatible API.  The design choices in NaCl-libsodium, particularly in regard
to the [Curve25519][] Diffie-Hellman function, emphasise security, and the
“magic constants" in NaCl-libsodium have clear rationales.  By contrast, the
[NIST][] standard curves emphasise “performance" at the cost of security and do
not describe the specific origins of certain constants.  Despite the emphasis
on higher security, NaCl-libsodium primitives are faster across-the-board than
most implementations of the NIST standards.

A copy of the libsodium source code is embedded within the Serval DNA source
code under the `libsodium` subdirectory, using [git subtree][].  Developers do
not need to take any special steps to compile or install this libsodium source
code, because Serval DNA does it automatically:

* the [autoreconf][] command automatically recurses into the libsodium
  subdirectory;
* [Autotools](#autotools) `./configure` script automatically runs the
  `libsodium/configure` script;
* the `make` command automatically recurses into the libsodium directory *the
  first time that it is run*.

The Serval DNA build system has not been set up to facilitate development of
the libsodium source code itself.  The Serval DNA `make` command will only
recurse into the libsodium directory the first time it runs.  If a developer
subsequently alters a libsodium source file, he/she must run `cd libsodium;
make` manually to compile it, then run the Serval DNA `make`, which will
recompile the entire Serval DNA source code.

Upgrading libsodium
-------------------

To upgrade the embedded [libsodium](#libsodium) source code to a later version,
for example to its (hypothetical) tag `1.0.77`:

    $ cd serval-dna
    $ git subtree pull --prefix libsodium git@github.com:jedisct1/libsodium.git \
          --squash 1.0.77 --message 'Merge libsodium 1.0.77'
    $

Beware: Git does not support rebasing of subtree merge commits.

Debian/Ubuntu
-------------

A single [apt-get][] command will install all mandatory and testing
dependencies before building on [Debian][] and [Ubuntu][] systems:

    $ sudo apt-get --yes install libc6-dev jq curl
    Reading package lists... Done
    Building dependency tree
    Reading state information... Done
    libc6-dev is already the newest version (2.23-5).
    The following NEW packages will be installed:
      curl jq
    0 upgraded, 2 newly installed, 0 to remove and 0 not upgraded.
    Need to get 544 kB of archives.
    After this operation, 1,683 kB of additional disk space will be used.
    Get:1 http://ftp.us.debian.org/debian testing/main amd64 curl amd64 7.50.1-1 [218 kB]
    Get:2 http://ftp.us.debian.org/debian testing/main amd64 jq amd64 1.5+dfsg-1 [156 kB]
    Fetched 374 kB in 1s (304 kB/s)
    Selecting previously unselected package curl.
    (Reading database ... 205089 files and directories currently installed.)
    Preparing to unpack .../0-curl_7.50.1-1_amd64.deb ...
    Unpacking curl (7.50.1-1) ...
    Selecting previously unselected package jq.
    Preparing to unpack .../1-jq_1.5+dfsg-1_amd64.deb ...
    Unpacking jq (1.5+dfsg-1) ...
    Setting up jq (1.5+dfsg-1) ...
    Setting up curl (7.50.1-1) ...
    Processing triggers for man-db (2.7.5-1) ...
    $

Apple Mac OS X
--------------

### Test utilities

The [OS X grep(1)][] , [OS X sed(1)][] and [OS X awk(1)][] tools provided by
Apple Mac OS X are the BSD variants.  The test scripts require the GNU variants
with the names *ggrep*, *gsed* and *gawk*, which can be installed on Mac OS X
using the [homebrew][] package manager:

    $ brew tap homebrew/dupes
    ==> Tapping homebrew/dupes
    Cloning into '/usr/local/Library/Taps/homebrew/homebrew-dupes'...
    remote: Counting objects: 42, done.
    remote: Compressing objects: 100% (42/42), done.
    remote: Total 42 (delta 0), reused 3 (delta 0), pack-reused 0
    Unpacking objects: 100% (42/42), done.
    Checking connectivity... done.
    Tapped 38 formulae (103 files, 120.0K)
    
    $ brew install grep
    ==> Installing grep from homebrew/dupes
    ==> Installing dependencies for homebrew/dupes/grep: pcre
    ==> Installing homebrew/dupes/grep dependency: pcre
    ==> Downloading https://homebrew.bintray.com/bottles/pcre-8.38.el_capitan.bottle.tar.gz
    ==> Pouring pcre-8.38.el_capitan.bottle.tar.gz
    /usr/local/Cellar/pcre/8.38: 146 files, 5.4M
    ==> Installing homebrew/dupes/grep
    ==> Downloading https://homebrew.bintray.com/bottles-dupes/grep-2.22.el_capitan.bottle.tar.gz
    ==> Pouring grep-2.22.el_capitan.bottle.tar.gz
    ==> Caveats
    The command has been installed with the prefix "g".
    If you do not want the prefix, install using the "with-default-names" option.
    ==> Summary
    /usr/local/Cellar/grep/2.22: 14 files, 756.5K

    $ brew install gnu-sed
    ==> Downloading https://homebrew.bintray.com/bottles/gnu-sed-4.2.2.el_capitan.bottle.2.tar.gz
    ==> Pouring gnu-sed-4.2.2.el_capitan.bottle.2.tar.gz
    tar: Failed to set default locale
    ==> Caveats
    The command has been installed with the prefix "g".
    If you do not want the prefix, install using the "with-default-names" option.
    If you need to use these commands with their normal names, you
    can add a "gnubin" directory to your PATH from your bashrc like:
    PATH="/usr/local/opt/gnu-sed/libexec/gnubin:$PATH"
    Additionally, you can access their man pages with normal names if you add
    the "gnuman" directory to your MANPATH from your bashrc as well:
    MANPATH="/usr/local/opt/gnu-sed/libexec/gnuman:$MANPATH"
    ==> Summary
    /usr/local/Cellar/gnu-sed/4.2.2: 9 files, 452K

    $ brew install gawk
    ==> Downloading https://homebrew.bintray.com/bottles/gawk-4.1.3.el_capitan.bottle.tar.gz
    ==> Pouring gawk-4.1.3.el_capitan.bottle.tar.gz
    /usr/local/Cellar/gawk/4.1.3: 63 files, 3.2M

    $

The [jq(1)][] tool is not provided by Apple Mac OS X, so it must be installed
using the [homebrew][] package manager:

    $ brew install jq
    ==> Installing dependencies for jq: oniguruma
    ==> Installing jq dependency: oniguruma
    ==> Downloading https://homebrew.bintray.com/bottles/oniguruma-6.1.1.el_capitan.bottle.tag.gz
    ==> Pouring oniguruma-6.1.1.el_capitan.bottle.tag.gz
    /usr/local/Cellar/oniguruma/6.1.1: 16 files, 1.3M
    ==> Installing jq
    ==> Downloading https://homebrew.bintray.com/bottles/jq-1.5_2.el_capitan.bottle.tag.gz
    ==> Pouring jq-1.5_2.el_capitan.bottle.tag.gz
    /usr/local/Cellar/jq/1.5_2: 18 files, 958K
    $

About the examples
------------------

The examples in this document are [Bourne shell][] commands, using standard
quoting and variable expansion.  Commands issued by the user are prefixed with
the shell prompt `$` to distinguish them from the output of the command.
Single and double quotes around arguments are part of the shell syntax, so are
not seen by the command.  Lines ending in backslash `\` continue the command on
the next line.

The directory paths used in the examples are for illustrative purposes only,
and may need to be changed for your particular circumstances.

-----
**Copyright 2015 Serval Project Inc.**  
**Copyright 2016-2017 Flinders University**  
![CC-BY-4.0](./cc-by-4.0.png)
Available under the [Creative Commons Attribution 4.0 International licence][CC BY 4.0].


[Serval Project]: http://www.servalproject.org/
[CC BY 4.0]: ../LICENSE-DOCUMENTATION.md
[Serval DNA]: ../README.md
[build]: ../INSTALL.md
[autoconf]: http://www.gnu.org/software/autoconf/autoconf.html
[autoconf macro archive]: http://www.gnu.org/software/autoconf-archive/
[GNU M4]: http://www.gnu.org/software/m4/m4.html
[GCC]: https://gcc.gnu.org/
[Clang]: http://clang.llvm.org/
[libsodium]: https://libsodium.org/
[NaCl]: https://nacl.cr.yp.to/
[NIST]: https://en.wikipedia.org/wiki/National_Institute_of_Standards_and_Technology
[Curve25519]: https://en.wikipedia.org/wiki/Curve25519
[build]: ../INSTALL.md
[aclocal]: https://www.gnu.org/software/automake/manual/html_node/aclocal-Invocation.html
[autoreconf]: https://www.gnu.org/savannah-checkouts/gnu/autoconf/manual/autoconf.html#autoreconf-Invocation
[git subtree]: http://git-memo.readthedocs.io/en/latest/subtree.html
[Debian]: http://www.debian.org/
[Ubuntu]: http://www.ubuntu.com/
[apt-get]: https://www.debian.org/doc/manuals/apt-guide/ch2.en.html
[OS X grep(1)]: https://developer.apple.com/library/mac/documentation/Darwin/Reference/ManPages/man1/grep.1.html
[OS X sed(1)]: https://developer.apple.com/library/mac/documentation/Darwin/Reference/ManPages/man1/sed.1.html
[OS X awk(1)]: https://developer.apple.com/library/mac/documentation/Darwin/Reference/ManPages/man1/awk.1.html
[jq(1)]: https://stedolan.github.io/jq/
[homebrew]: http://brew.sh/
[Bourne shell]: http://en.wikipedia.org/wiki/Bourne_shell