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$Header: /cvsroot/pgsql/doc/src/sgml/sources.sgml,v 2.11 2003/07/27 18:37:52 tgl Exp $
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 <chapter id="source">
  <title>PostgreSQL Coding Conventions</title>

  <sect1 id="source-format">
   <title>Formatting</title>

   <para>
    Source code formatting uses 4 column tab spacing, with 
    tabs preserved (i.e. tabs are not expanded to spaces).
    Each logical indentation level is one additional tab stop.
    Layout rules (brace positioning, etc) follow BSD conventions.
   </para>

   <para>
    While submitted patches do not absolutely have to follow these formatting
    rules, it's a good idea to do so.  Your code will get run through
    <application>pgindent</>, so there's no point in making it look nice
    under some other set of formatting conventions.
   </para>

   <para>
    For Emacs, add the following (or something similar)
    to your <filename>~/.emacs</filename> 
    initialization file:

<programlisting>
;; check for files with a path containing "postgres" or "pgsql"
(setq auto-mode-alist
  (cons '("\\(postgres\\|pgsql\\).*\\.[ch]\\'" . pgsql-c-mode)
        auto-mode-alist))
(setq auto-mode-alist
  (cons '("\\(postgres\\|pgsql\\).*\\.cc\\'" . pgsql-c-mode)
        auto-mode-alist))

(defun pgsql-c-mode ()
  ;; sets up formatting for PostgreSQL C code
  (interactive)
  (c-mode)
  (setq-default tab-width 4)
  (c-set-style "bsd")             ; set c-basic-offset to 4, plus other stuff
  (c-set-offset 'case-label '+)   ; tweak case indent to match PG custom
  (setq indent-tabs-mode t))      ; make sure we keep tabs when indenting
</programlisting>
   </para>

   <para>
    For <application>vi</application>, your
    <filename>~/.vimrc</filename> or equivalent file should contain
    the following:

<programlisting>
set tabstop=4
</programlisting>

    or equivalently from within vi, try

<programlisting>
:set ts=4
</programlisting>
   </para>

   <para>
    The text browsing tools <application>more</application> and
    <application>less</application> can be invoked as
<programlisting>
more -x4
less -x4
</programlisting>
    to make them show tabs appropriately.
   </para>
  </sect1>

  <sect1 id="error-message-reporting">
   <title>Reporting Errors Within the Server</title>

   <indexterm>
    <primary>ereport</primary>
   </indexterm>
   <indexterm>
    <primary>elog</primary>
   </indexterm>

   <para>
    Error, warning, and log messages generated within the server code
    should be created using <function>ereport</>, or its older cousin
    <function>elog</>.  The use of this function is complex enough to
    require some explanation.
   </para>

   <para>
    There are two required elements for every message: a severity level
    (ranging from <literal>DEBUG</> to <literal>PANIC</>) and a primary
    message text.  In addition there are optional elements, the most
    common of which is an error identifier code that follows the SQL spec's
    SQLSTATE conventions.
    <function>ereport</> itself is just a shell function, that exists
    mainly for the syntactic convenience of making message generation
    look like a function call in the C source code.  The only parameter
    accepted directly by <function>ereport</> is the severity level.
    The primary message text and any optional message elements are
    generated by calling auxiliary functions, such as <function>errmsg</>,
    within the <function>ereport</> call.
   </para>

   <para>
    A typical call to <function>ereport</> might look like this:
<programlisting>
    ereport(ERROR,
            (errcode(ERRCODE_DIVISION_BY_ZERO),
             errmsg("division by zero")));
</programlisting>
    This specifies error severity level <literal>ERROR</> (a run-of-the-mill
    error).  The <function>errcode</> call specifies the SQLSTATE error code
    using a macro defined in <filename>src/include/utils/errcodes.h</>.  The
    <function>errmsg</> call provides the primary message text.  Notice the
    extra set of parentheses surrounding the auxiliary function calls ---
    these are annoying but syntactically necessary.
   </para>

   <para>
    Here is a more complex example:
<programlisting>
    ereport(ERROR,
            (errcode(ERRCODE_AMBIGUOUS_FUNCTION),
             errmsg("function %s is not unique",
                    func_signature_string(funcname, nargs,
                                          actual_arg_types)),
             errhint("Unable to choose a best candidate function. "
                     "You may need to add explicit typecasts.")));
</programlisting>
    This illustrates the use of format codes to embed run-time values into
    a message text.  Also, an optional <quote>hint</> message is provided.
   </para>

   <para>
    The available auxiliary routines for <function>ereport</> are:
  <itemizedlist>
   <listitem>
    <para>
     <function>errcode</>(sqlerrcode) specifies the SQLSTATE error identifier
     code for the condition.  If this routine is not called, the error
     identifier defaults to
     <literal>ERRCODE_INTERNAL_ERROR</> when the error severity level is
     <literal>ERROR</> or higher, <literal>ERRCODE_WARNING</> when the
     error level is <literal>WARNING</>, otherwise (for <literal>NOTICE</>
     and below) <literal>ERRCODE_SUCCESSFUL_COMPLETION</>.
     While these defaults are often convenient, always think whether they
     are appropriate before omitting the <function>errcode</>() call.
    </para>
   </listitem>
   <listitem>
    <para>
     <function>errmsg</>(const char *msg, ...) specifies the primary error
     message text, and possibly run-time values to insert into it.  Insertions
     are specified by <function>sprintf</>-style format codes.  In addition to
     the standard format codes accepted by <function>sprintf</>, the format
     code <literal>%m</> can be used to insert the error message returned
     by <function>strerror</> for the current value of <literal>errno</>.
     <footnote>
      <para>
       That is, the value that was current when the <function>ereport</> call
       was reached; changes of <literal>errno</> within the auxiliary reporting
       routines will not affect it.  That would not be true if you were to
       write <literal>strerror(errno)</> explicitly in <function>errmsg</>'s
       parameter list; accordingly, do not do so.
      </para>
     </footnote>
     <literal>%m</> does not require any
     corresponding entry in the parameter list for <function>errmsg</>.
     Note that the message string will be run through <function>gettext</>
     for possible localization before format codes are processed.
    </para>
   </listitem>
   <listitem>
    <para>
     <function>errmsg_internal</>(const char *msg, ...) is the same as
     <function>errmsg</>, except that the message string will not be
     included in the internationalization message dictionary.
     This should be used for <quote>can't happen</> cases that are probably
     not worth expending translation effort on.
    </para>
   </listitem>
   <listitem>
    <para>
     <function>errdetail</>(const char *msg, ...) supplies an optional
     <quote>detail</> message; this is to be used when there is additional
     information that seems inappropriate to put in the primary message.
     The message string is processed in just the same way as for
     <function>errmsg</>.
    </para>
   </listitem>
   <listitem>
    <para>
     <function>errhint</>(const char *msg, ...) supplies an optional
     <quote>hint</> message; this is to be used when offering suggestions
     about how to fix the problem, as opposed to factual details about
     what went wrong.
     The message string is processed in just the same way as for
     <function>errmsg</>.
    </para>
   </listitem>
   <listitem>
    <para>
     <function>errcontext</>(const char *msg, ...) is not normally called
     directly from an <function>ereport</> message site; rather it is used
     in <literal>error_context_stack</> callback functions to provide
     information about the context in which an error occurred, such as the
     current location in a PL function.
     The message string is processed in just the same way as for
     <function>errmsg</>.  Unlike the other auxiliary functions, this can
     be called more than once per <function>ereport</> call; the successive
     strings thus supplied are concatenated with separating newlines.
    </para>
   </listitem>
   <listitem>
    <para>
     <function>errposition</>(int cursorpos) specifies the textual location
     of an error within a query string.  Currently it is only useful for
     errors detected in the lexical and syntactic analysis phases of
     query processing.
    </para>
   </listitem>
   <listitem>
    <para>
     <function>errcode_for_file_access</>() is a convenience function that
     selects an appropriate SQLSTATE error identifier for a failure in a
     file-access-related system call.  It uses the saved
     <literal>errno</> to determine which error code to generate.
     Usually this should be used in combination with <literal>%m</> in the
     primary error message text.
    </para>
   </listitem>
   <listitem>
    <para>
     <function>errcode_for_socket_access</>() is a convenience function that
     selects an appropriate SQLSTATE error identifier for a failure in a
     socket-related system call.
    </para>
   </listitem>
  </itemizedlist>
   </para>

   <para>
    There is an older function <function>elog</> that is still heavily used.
    An <function>elog</> call
<programlisting>
    elog(level, "format string", ...);
</programlisting>
    is exactly equivalent to
<programlisting>
    ereport(level, (errmsg_internal("format string", ...)));
</programlisting>
    Notice that the SQLSTATE errcode is always defaulted, and the message
    string is not included in the internationalization message dictionary.
    Therefore, <function>elog</> should be used only for internal errors and
    low-level debug logging.  Any message that is likely to be of interest to
    ordinary users should go through <function>ereport</>.  Nonetheless,
    there are enough internal <quote>can't happen</> error checks in the
    system that <function>elog</> is still widely used; it is preferred for
    those messages for its notational simplicity.
   </para>

   <para>
    Advice about writing good error messages can be found in
    <xref linkend="error-style-guide">.
   </para>
  </sect1>

  <sect1 id="error-style-guide">
   <title>Error Message Style Guide</title>

   <para>
    This style guide is offered in the hope of maintaining a consistent,
    user-friendly style throughout all the messages generated by
    <productname>PostgreSQL</>.
   </para>

  <simplesect>
   <title>What goes where</title>

   <para>
    The primary message should be short, factual, and avoid reference to
    implementation details such as specific function names.
    <quote>Short</quote> means <quote>should fit on one line under normal
    conditions</quote>.  Use a detail message if needed to keep the primary
    message short, or if you feel a need to mention implementation details
    such as the particular system call that failed. Both primary and detail
    messages should be factual.  Use a hint message for suggestions about what
    to do to fix the problem, especially if the suggestion might not always be
    applicable.
   </para>

   <para>
    For example, instead of
<programlisting>
        IpcMemoryCreate: shmget(key=%d, size=%u, 0%o) failed: %m
        (plus a long addendum that is basically a hint)
</programlisting>
write
<programlisting>
        Primary:    could not create shared memory segment: %m
        Detail:     Failed syscall was shmget(key=%d, size=%u, 0%o).
        Hint:       the addendum
</programlisting>
   </para>

   <para>
    Rationale: keeping the primary message short helps keep it to the point,
    and lets clients lay out screen space on the assumption that one line is
    enough for error messages.  Detail and hint messages may be relegated to a
    verbose mode, or perhaps a pop-up error-details window.  Also, details and
    hints would normally be suppressed from the server log to save
    space. Reference to implementation details is best avoided since users
    don't know the details anyway.
   </para>

  </simplesect>

  <simplesect>
   <title>Formatting</title>

   <para>
    Don't put any specific assumptions about formatting into the message
    texts.  Expect clients and the server log to wrap lines to fit their own
    needs.  In long messages, newline characters (\n) may be used to indicate
    suggested paragraph breaks.  Don't end a message with a newline.  Don't
    use tabs or other formatting characters.  (In error context displays,
    newlines are automatically added to separate levels of context such as
    function calls.)
   </para>

   <para>
    Rationale: Messages are not necessarily displayed on terminal-type
    displays.  In GUI displays or browsers these formatting instructions are
    at best ignored.
   </para>

  </simplesect>

  <simplesect>
   <title>Quotation marks</title>

   <para>
    English text should use double quotes when quoting is appropriate.
    Text in other languages should consistently use one kind of quotes that is
    consistent with publishing customs and computer output of other programs.
   </para>

   <para>
    Rationale: The choice of double quotes over single quotes is somewhat
    arbitrary, but tends to be the preferred use.  Some have suggested
    choosing the kind of quotes depending on the type of object according to
    SQL conventions (namely, strings single quoted, identifiers double
    quoted).  But this is a language-internal technical issue that many users
    aren't even familiar with, it won't scale to other kinds of quoted terms,
    it doesn't translate to other languages, and it's pretty pointless, too.
   </para>

  </simplesect>

  <simplesect>
   <title>Use of quotes</title>

   <para>
    Use quotes always to delimit file names, user-supplied identifiers, and
    other variables that might contain words.  Do not use them to mark up
    variables that will not contain words (for example, operator names).
   </para>

   <para>
    There are functions in the backend that will double-quote their own output
    at need (for example, <function>format_type_be</>()).  Do not put
    additional quotes around the output of such functions. 
   </para>

   <para>
    Rationale: Objects can have names that create ambiguity when embedded in a
    message.  Be consistent about denoting where a plugged-in name starts and
    ends.  But don't clutter messages with unnecessary or duplicate quote
    marks. 
   </para>

  </simplesect>

  <simplesect>
   <title>Grammar and punctuation</title>

   <para>
    The rules are different for primary error messages and for detail/hint
    messages:
   </para>

   <para>
    Primary error messages: Do not capitalize the first letter.  Do not end a
    message with a period.  Do not even think about ending a message with an
    exclamation point. 
   </para>

   <para>
    Detail and hint messages: Use complete sentences, and end each with
    a period.  Capitalize the starts of sentences.
   </para>

   <para>
    Rationale: Avoiding punctuation makes it easier for client applications to
    embed the message into a variety of grammatical contexts.  Often, primary
    messages are not grammatically complete sentences anyway.  (And if they're
    long enough to be more than one sentence, they should be split into
    primary and detail parts.)  However, detail and hint messages are longer
    and may need to include multiple sentences.  For consistency, they should
    follow complete-sentence style even when there's only one sentence. 
   </para>

  </simplesect>

  <simplesect>
   <title>Upper case vs. lower case</title>

   <para>
    Use lower case for message wording, including the first letter of a
    primary error message.  Use upper case for SQL commands and key words if
    they appear in the message. 
   </para>

   <para>
    Rationale: It's easier to make everything look more consistent this
    way, since some messages are complete sentences and some not.
   </para>

  </simplesect>

  <simplesect>
   <title>Avoid passive voice</title>

   <para>
    Use the active voice.  Use complete sentences when there is an acting
    subject (<quote>A could not do B</quote>).  Use telegram style without
    subject if the subject would be the program itself; do not use
    <quote>I</quote> for the program.
   </para>

   <para>
    Rationale: The program is not human.  Don't pretend otherwise.
   </para>

  </simplesect>

  <simplesect>
   <title>Present vs past tense</title>

   <para>
    Use past tense if an attempt to do something failed, but could perhaps
    succeed next time (perhaps after fixing some problem).  Use present tense
    if the failure is certainly permanent. 
   </para>

   <para>
    There is a nontrivial semantic difference between sentences of the form
<programlisting>
        could not open file "%s": %m
</programlisting>
and
<programlisting>
        cannot open file "%s"
</programlisting>
    The first one means that the attempt to open the file failed.  The
    message should give a reason, such as <quote>disk full</quote> or
    <quote>file doesn't exist</quote>.  The past tense is appropriate because
    next time the disk might not be full anymore or the file in question may
    exist. 
   </para>

   <para>
    The second form indicates the the functionality of opening the named file
    does not exist at all in the program, or that it's conceptually
    impossible.  The present tense is appropriate because the condition will
    persist indefinitely. 
   </para>

   <para>
    Rationale: Granted, the average user will not be able to draw great
    conclusions merely from the tense of the message, but since the language
    provides us with a grammar we should use it correctly. 
   </para>

  </simplesect>

  <simplesect>
   <title>Type of the object</title>

   <para>
    When citing the name of an object, state what kind of object it is.
   </para>

   <para>
    Rationale: Else no one will know what <quote>foo.bar.baz</quote> is.
   </para>

  </simplesect>

  <simplesect>
   <title>Brackets</title>

   <para>
    Square brackets are only to be used (1) in command synopses to denote
    optional arguments, or (2) to denote an array subscript.
   </para>

   <para>
    Rationale: Anything else does not correspond to widely-known customary
    usage and will confuse people.
   </para>

  </simplesect>

  <simplesect>
   <title>Assembling error messages</title>

   <para>
   When a message includes text that is generated elsewhere, embed it in
   this style:
<programlisting>
        could not open file %s: %m
</programlisting>
   </para>

   <para>
    Rationale: It would be difficult to account for all possible error codes
    to paste this into a single smooth sentence, so some sort of punctuation
    is needed.  Putting the embedded text in parentheses has also been
    suggested, but it's unnatural if the embedded text is likely to be the
    most important part of the message, as is often the case. 
   </para>

  </simplesect>

  <simplesect>
   <title>Reasons for errors</title>

   <para>
    Messages should always state the reason why an error occurred.
    For example:
<programlisting>
        BAD:    could not open file %s
        BETTER: could not open file %s (I/O failure)
</programlisting>
    If no reason is known you better fix the code.
   </para>

  </simplesect>

  <simplesect>
   <title>Function names</title>

   <para>
    Don't include the name of the reporting routine in the error text. We have
    other mechanisms for finding that out when needed, and for most users it's
    not helpful information.  If the error text doesn't make as much sense
    without the function name, reword it. 
<programlisting>
        BAD:    pg_atoi: error in "z": can't parse "z"
        BETTER: invalid input syntax for integer: "z"
</programlisting>
   </para>

   <para>
    Avoid mentioning called function names, either; instead say what the code
    was trying to do:
<programlisting>
        BAD:    open() failed: %m
        BETTER: could not open file %s: %m
</programlisting>
    If it really seems necessary, mention the system call in the detail
    message.  (In some cases, providing the actual values passed to the
    system call might be appropriate information for the detail message.)
   </para>

   <para>
    Rationale: Users don't know what all those functions do.
   </para>

  </simplesect>

  <simplesect>
   <title>Tricky words to avoid</title>

  <formalpara>
    <title>Unable</title>
   <para>
    <quote>Unable</quote> is nearly the passive voice.  Better use
    <quote>cannot</quote> or <quote>could not</quote>, as appropriate.
   </para>
  </formalpara>

  <formalpara>
    <title>Bad</title>
   <para>
    Error messages like <quote>bad result</quote> are really hard to interpret
    intelligently.  It's better to write why the result is <quote>bad</quote>,
    e.g., <quote>invalid format</quote>. 
   </para>
  </formalpara>

  <formalpara>
    <title>Illegal</title>
   <para>
    <quote>Illegal</quote> stands for a violation of the law, the rest is
    <quote>invalid</quote>. Better yet, say why it's invalid.
   </para>
  </formalpara>

  <formalpara>
    <title>Unknown</title>
   <para>
    Try to avoid <quote>unknown</quote>.  Consider <quote>error: unknown
    response</quote>.  If you don't know what the response is, how do you know
    it's erroneous? <quote>Unrecognized</quote> is often a better choice.
    Also, be sure to include the value being complained of. 
<programlisting>
        BAD:    unknown node type
        BETTER: unrecognized node type: 42
</programlisting>
   </para>
  </formalpara>

  <formalpara>
    <title>Find vs. Exists</title>
   <para>
    If the program uses a nontrivial algorithm to locate a resource (e.g., a
    path search) and that algorithm fails, it is fair to say that the program
    couldn't <quote>find</quote> the resource.  If, on the other hand, the
    expected location of the resource is known but the program cannot access
    it there then say that the resource doesn't <quote>exist</quote>.  Using
    <quote>find</quote> in this case sounds weak and confuses the issue. 
   </para>
  </formalpara>

  </simplesect>

  <simplesect>
   <title>Proper spelling</title>

   <para>
    Spell out words in full.  For instance, avoid:
  <itemizedlist>
   <listitem>
    <para>
     spec
    </para>
   </listitem>
   <listitem>
    <para>
     stats
    </para>
   </listitem>
   <listitem>
    <para>
     parens
    </para>
   </listitem>
   <listitem>
    <para>
     auth
    </para>
   </listitem>
   <listitem>
    <para>
     xact
    </para>
   </listitem>
  </itemizedlist>
   </para>

   <para>
    Rationale: This will improve consistency.
   </para>

  </simplesect>

  <simplesect>
   <title>Localization</title>

   <para>
    Keep in mind that error message texts need to be translated into other
    languages.  Follow the guidelines in <xref linkend="nls-guidelines">
    to avoid making life difficult for translators.
   </para>
  </simplesect>

  </sect1>

 </chapter>

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