HOWTO

Here’s some miscellaneous documentation about using Calcite and its various adapters.

Building from a source distribution

Prerequisite is Java (JDK 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18 or 19) and Gradle (version 7.6.1) on your path.

Unpack the source distribution .tar.gz file, cd to the root directory of the unpacked source, then build using Gradle:

$ tar xvfz apache-calcite-1.36.0-src.tar.gz
$ cd apache-calcite-1.36.0-src
$ gradle build

Running tests describes how to run more or fewer tests (but you should use the gradle command rather than ./gradlew).

Building from Git

Prerequisites are git and Java (JDK 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18 or 19) on your path.

Create a local copy of the GitHub repository, cd to its root directory, then build using the included Gradle wrapper:

$ git clone https://github.com/apache/calcite.git
$ cd calcite
$ ./gradlew build

Calcite includes a number of machine-generated codes. By default, these are regenerated on every build, but this has the negative side-effect of causing a re-compilation of the entire project when the non-machine-generated code has not changed.

Typically re-generation is called automatically when the relevant templates are changed, and it should work transparently. However, if your IDE does not generate sources (e.g. core/build/javacc/javaCCMain/org/apache/calcite/sql/parser/impl/SqlParserImpl.java), then you can call ./gradlew generateSources tasks manually.

Running tests describes how to run more or fewer tests.

Gradle vs the Gradle Wrapper

Calcite uses the Gradle Wrapper to make a consistent build environment. In the typical case you don’t need to install Gradle manually, and ./gradlew downloads the proper version for you and verify the expected checksum.

If you like, you can install Gradle manually, but be aware that is might cause a version mismatch.

For more information about Gradle, check the following links: Gradle five things; Gradle multi-project builds.

Upgrade Gradle and the Gradle Wrapper

Gradle’s documentation provides detailed information about how to upgrade Gradle. Here is a list of steps:

  1. Run ./gradlew help --warning-mode=all to find out whether you are using any deprecated features.
  2. Fix the deprecations and repeat the previous step to confirm they are fixed. This is a step where Gradle doc could be very helpful since it contains info about deprecations and how to cope with them.
  3. Run ./gradlew wrapper --gradle-version <new_gradle_version> to upgrade Gradle. If necessary it will also upgrade the Gradle Wrapper. This step also updates gradle/wrapper/gradle-wrapper.properties, including the checksum.
  4. Check and update Kotlin version in gradle.properties if required. Check should be done against Kotlin compatibility matrix.
  5. Step 3 will have removed the header from gradle/wrapper/gradle-wrapper.properties, so now run ./gradlew autostyleApply to add it back.
  6. Check the updated Gradle version and checksum in gradle/wrapper/gradle-wrapper.properties against the official Gradle release checksums.
  7. Try to build the project and run tests; debug any errors using the Troubleshooting Guide.
  8. Update the Gradle version in this howto.

Running tests

The test suite will run by default when you build, unless you specify -x test

$ ./gradlew assemble # build the artifacts
$ ./gradlew build -x test # build the artifacts, verify code style, skip tests
$ ./gradlew check # verify code style, execute tests
$ ./gradlew test # execute tests
$ ./gradlew style # update code formatting (for auto-correctable cases) and verify style
$ ./gradlew autostyleCheck checkstyleAll # report code style violations
$ ./gradlew -PenableErrorprone classes # verify Java code with Error Prone compiler, requires Java 11

You can use ./gradlew assemble to build the artifacts and skip all tests and verifications.

There are other options that control which tests are run, and in what environment, as follows.

  • -Dcalcite.test.db=DB (where DB is h2, hsqldb, mysql, or postgresql) allows you to change the JDBC data source for the test suite. Calcite’s test suite requires a JDBC data source populated with the foodmart data set.
    • hsqldb, the default, uses an in-memory hsqldb database.
    • All others access a test virtual machine (see integration tests below). mysql and postgresql might be somewhat faster than hsqldb, but you need to populate it (i.e. provision a VM).
  • -Dcalcite.debug prints extra debugging information to stdout.
  • -Dcalcite.test.splunk enables tests that run against Splunk. Splunk must be installed and running.
  • ./gradlew testSlow runs tests that take longer to execute. For example, there are tests that create virtual TPC-H and TPC-DS schemas in-memory and run tests from those benchmarks.

Note: tests are executed in a forked JVM, so system properties are not passed automatically when running tests with Gradle. By default, the build script passes the following -D... properties (see passProperty in build.gradle.kts):

  • java.awt.headless
  • junit.jupiter.execution.parallel.enabled, default: true
  • junit.jupiter.execution.timeout.default, default: 5 m
  • user.language, default: TR
  • user.country, default: tr
  • calcite.** (to enable calcite.test.db and others above)

Running integration tests

For testing Calcite’s external adapters, a test virtual machine should be used. The VM includes Cassandra, Druid, H2, HSQLDB, MySQL, MongoDB, and PostgreSQL.

Test VM requires 5GiB of disk space and it takes 30 minutes to build.

Note: you can use calcite-test-dataset to populate your own database, however it is recommended to use test VM so the test environment can be reproduced.

VM preparation

0) Install dependencies: Vagrant and VirtualBox

1) Clone https://github.com/vlsi/calcite-test-dataset.git at the same level as calcite repository. For instance:

code
  +-- calcite
  +-- calcite-test-dataset

Note: integration tests search for ../calcite-test-dataset or ../../calcite-test-dataset. You can specify full path via calcite.test.dataset system property.

2) Build and start the VM:

cd calcite-test-dataset && mvn install

VM management

Test VM is provisioned by Vagrant, so regular Vagrant vagrant up and vagrant halt should be used to start and stop the VM. The connection strings for different databases are listed in calcite-test-dataset readme.

Suggested test flow

Note: test VM should be started before you launch integration tests. Calcite itself does not start/stop the VM.

Command line:

  • Executing regular unit tests (does not require external data): no change. ./gradlew test or ./gradlew build.
  • Executing all tests, for all the DBs: ./gradlew test integTestAll.
  • Executing just tests for external DBs, excluding unit tests: ./gradlew integTestAll
  • Executing PostgreSQL JDBC tests: ./gradlew integTestPostgresql
  • Executing just MongoDB tests: ./gradlew :mongo:build

From within IDE:

  • Executing regular unit tests: no change.
  • Executing MongoDB tests: run MongoAdapterTest.java with calcite.integrationTest=true system property
  • Executing MySQL tests: run JdbcTest and JdbcAdapterTest with setting -Dcalcite.test.db=mysql
  • Executing PostgreSQL tests: run JdbcTest and JdbcAdapterTest with setting -Dcalcite.test.db=postgresql

Integration tests technical details

Tests with external data are executed during Gradle’s integration-test phase. We do not currently use pre-integration-test/post-integration-test, however, we could use that in the future. The verification of build pass/failure is performed during the verify phase. Integration tests should be named ...IT.java, so they are not picked up on unit test execution.

Contributing

See the developers guide.

Getting started

See the developers guide.

Setting up an IDE for contributing

Setting up IntelliJ IDEA

Download a version of IntelliJ IDEA greater than (2018.X). Versions 2019.2, and 2019.3 have been tested by members of the community and appear to be stable. Older versions of IDEA may still work without problems for Calcite sources that do not use the Gradle build (release 1.21.0 and before).

Follow the standard steps for the installation of IDEA and set up one of the JDK versions currently supported by Calcite.

Start with building Calcite from the command line.

Go to File > Open… and open up Calcite’s root build.gradle.kts file. When IntelliJ asks if you want to open it as a project or a file, select project. Also, say yes when it asks if you want a new window. IntelliJ’s Gradle project importer should handle the rest.

There is a partially implemented IntelliJ code style configuration that you can import located on GitHub. It does not do everything needed to make Calcite’s style checker happy, but it does a decent amount of it. To import, go to Preferences > Editor > Code Style, click the gear next to “scheme”, then Import Scheme > IntelliJ IDEA Code Style XML.

Once the importer is finished, test the project setup. For example, navigate to the method JdbcTest.testWinAgg with Navigate > Symbol and enter testWinAgg. Run testWinAgg by right-clicking and selecting Run (or the equivalent keyboard shortcut).

Setting up NetBeans

From the main menu, select File > Open Project and navigate to a name of the project (Calcite) with a small Gradle icon, and choose to open. Wait for NetBeans to finish importing all dependencies.

To ensure that the project is configured successfully, navigate to the method testWinAgg in org.apache.calcite.test.JdbcTest. Right-click on the method and select to Run Focused Test Method. NetBeans will run a Gradle process, and you should see in the command output window a line with Running org.apache.calcite.test.JdbcTest followed by "BUILD SUCCESS".

Note: it is not clear if NetBeans automatically generates relevant sources on project import, so you might need to run ./gradlew generateSources before importing the project (and when you update template parser sources, and project version)

Tracing

To enable tracing, add the following flags to the java command line:

-Dcalcite.debug=true

The first flag causes Calcite to print the Java code it generates (to execute queries) to stdout. It is especially useful if you are debugging mysterious problems like this:

Exception in thread "main" java.lang.ClassCastException: Integer cannot be cast to Long at Baz$1$1.current(Unknown Source)

By default, Calcite uses the Log4j bindings for SLF4J. There is a provided configuration file which outputs logging at the INFO level to the console in core/src/test/resources/log4j.properties. You can modify the level for the rootLogger to increase verbosity or change the level for a specific class if you so choose.

# Change rootLogger level to WARN
log4j.rootLogger=WARN, A1
# Increase level to DEBUG for RelOptPlanner
log4j.logger.org.apache.calcite.plan.RelOptPlanner=DEBUG
# Increase level to TRACE for HepPlanner
log4j.logger.org.apache.calcite.plan.hep.HepPlanner=TRACE

Debugging generated classes in Intellij

Calcite uses Janino to generate Java code. The generated classes can be debugged interactively (see the Janino tutorial).

To debug generated classes, set two system properties when starting the JVM:

  • -Dorg.codehaus.janino.source_debugging.enable=true
  • -Dorg.codehaus.janino.source_debugging.dir=C:\tmp (This property is optional; if not set, Janino will create temporary files in the system’s default location for temporary files, such as /tmp on Unix-based systems.)

After code is generated, either go into Intellij and mark the folder that contains generated temporary files as generated sources root or sources root, or directly set the value of org.codehaus.janino.source_debugging.dir to an existing source root when starting the JVM.

CSV adapter

See the tutorial.

MongoDB adapter

First, download and install Calcite, and install MongoDB.

Note:

  • You can use MongoDB from the integration test virtual machine above.
  • The MongoDB adapter is not suited for querying nested documents.
  • The MongoDB adapter currently only supports a very limited set of filter push downs.

Import MongoDB’s zipcode data set into MongoDB:

$ curl -o /tmp/zips.json https://media.mongodb.org/zips.json
$ mongoimport --db test --collection zips --file /tmp/zips.json
Tue Jun  4 16:24:14.190 check 9 29470
Tue Jun  4 16:24:14.469 imported 29470 objects

Log into MongoDB to check it’s there:

$ mongo
MongoDB shell version: 2.4.3
connecting to: test
> db.zips.find().limit(3)
{ "city" : "ACMAR", "loc" : [ -86.51557, 33.584132 ], "pop" : 6055, "state" : "AL", "_id" : "35004" }
{ "city" : "ADAMSVILLE", "loc" : [ -86.959727, 33.588437 ], "pop" : 10616, "state" : "AL", "_id" : "35005" }
{ "city" : "ADGER", "loc" : [ -87.167455, 33.434277 ], "pop" : 3205, "state" : "AL", "_id" : "35006" }
> exit
bye

Connect using the mongo-model.json Calcite model:

$ ./sqlline
sqlline> !connect jdbc:calcite:model=mongodb/src/test/resources/mongo-model.json admin admin
Connecting to jdbc:calcite:model=mongodb/src/test/resources/mongo-model.json
Connected to: Calcite (version 1.x.x)
Driver: Calcite JDBC Driver (version 1.x.x)
Autocommit status: true
Transaction isolation: TRANSACTION_REPEATABLE_READ
sqlline> !tables
+------------+--------------+-----------------+---------------+
| TABLE_CAT  | TABLE_SCHEM  |   TABLE_NAME    |  TABLE_TYPE   |
+------------+--------------+-----------------+---------------+
| null       | mongo_raw    | zips            | TABLE         |
| null       | mongo_raw    | system.indexes  | TABLE         |
| null       | mongo        | ZIPS            | VIEW          |
| null       | metadata     | COLUMNS         | SYSTEM_TABLE  |
| null       | metadata     | TABLES          | SYSTEM_TABLE  |
+------------+--------------+-----------------+---------------+
sqlline> select count(*) from zips;
+---------+
| EXPR$0  |
+---------+
| 29467   |
+---------+
1 row selected (0.746 seconds)
sqlline> !quit
Closing: org.apache.calcite.jdbc.FactoryJdbc41$CalciteConnectionJdbc41
$

Splunk adapter

To run the test suite and sample queries against Splunk, load Splunk’s tutorialdata.zip data set as described in the Splunk tutorial.

(This step is optional, but it provides some interesting data for the sample queries. It is also necessary if you intend to run the test suite, using -Dcalcite.test.splunk=true.)

Implementing an adapter

New adapters can be created by implementing CalcitePrepare.Context:

import org.apache.calcite.adapter.java.JavaTypeFactory;
import org.apache.calcite.jdbc.CalcitePrepare;
import org.apache.calcite.jdbc.CalciteSchema;

public class AdapterContext implements CalcitePrepare.Context {
  @Override
  public JavaTypeFactory getTypeFactory() {
    // adapter implementation
    return typeFactory;
  }

  @Override
  public CalciteSchema getRootSchema() {
    // adapter implementation
    return rootSchema;
  }
}

Testing adapter in Java

The example below shows how SQL query can be submitted to CalcitePrepare with a custom context (AdapterContext in this case). Calcite prepares and implements the query execution, using the resources provided by the Context. CalcitePrepare.PrepareResult provides access to the underlying enumerable and methods for enumeration. The enumerable itself can naturally be some adapter specific implementation.

import org.apache.calcite.jdbc.CalcitePrepare;
import org.apache.calcite.prepare.CalcitePrepareImpl;
import org.junit.Test;

public class AdapterContextTest {
  @Test
  public void testSelectAllFromTable() {
    AdapterContext ctx = new AdapterContext();
    String sql = "SELECT * FROM TABLENAME";
    Class elementType = Object[].class;
    CalcitePrepare.PrepareResult<Object> prepared =
        new CalcitePrepareImpl().prepareSql(ctx, sql, null, elementType, -1);
    Object enumerable = prepared.getExecutable();
    // etc.
  }
}

Advanced topics for developers

The following sections might be of interest if you are adding features to particular parts of the code base. You don’t need to understand these topics if you are just building from source and running tests.

JavaTypeFactory

When Calcite compares types (instances of RelDataType), it requires them to be the same object. If there are two distinct type instances that refer to the same Java type, Calcite may fail to recognize that they match. It is recommended to:

  • Use a single instance of JavaTypeFactory within the calcite context;
  • Store the types so that the same object is always returned for the same type.

Rebuilding generated Protocol Buffer code

Calcite’s Avatica Server component supports RPC serialization using Protocol Buffers. In the context of Avatica, Protocol Buffers can generate a collection of messages defined by a schema. The library itself can parse old serialized messages using a new schema. This is highly desirable in an environment where the client and server are not guaranteed to have the same version of objects.

Typically, the code generated by the Protocol Buffers library doesn’t need to be re-generated only every build, only when the schema changes.

First, install Protobuf 3.0:

$ wget https://github.com/google/protobuf/releases/download/v3.0.0-beta-1/protobuf-java-3.0.0-beta-1.tar.gz
$ tar xf protobuf-java-3.0.0-beta-1.tar.gz && cd protobuf-3.0.0-beta-1
$ ./configure
$ make
$ sudo make install

Then, re-generate the compiled code:

$ cd avatica/core
$ ./src/main/scripts/generate-protobuf.sh

Create a planner rule

Create a class that extends RelRule (or occasionally a sub-class).

/** Planner rule that matches a {@link Filter} and futzes with it.
 *
 * @see CoreRules#FILTER_FUTZ
 */
class FilterFutzRule extends RelRule<FilterFutzRule.Config> {
  /** Creates a FilterFutzRule. */
  protected FilterFutzRule(Config config) {
    super(config);
  }

  @Override onMatch(RelOptRuleCall call) {
    final Filter filter = call.rels(0);
    final RelNode newRel = ...;
    call.transformTo(newRel);
  }

  /** Rule configuration. */
  interface Config extends RelRule.Config {
    Config DEFAULT = EMPTY.as(Config.class)
        .withOperandSupplier(b0 ->
            b0.operand(LogicalFilter.class).anyInputs())
        .as(Config.class);

    @Override default FilterFutzRule toRule() {
      return new FilterFutzRule(this);
    }
  }
}

The class name should indicate the basic RelNode types that are matched, sometimes followed by what the rule does, then the word Rule. Examples: ProjectFilterTransposeRule, FilterMergeRule.

The rule must have a constructor that takes a Config as an argument. It should be protected, and will only be called from Config.toRule().

The class must contain an interface called Config that extends RelRule.Config (or the config of the rule’s super-class).

Config must implement the toRule method and create a rule.

Config must have a member called DEFAULT that creates a typical configuration. At a minimum, it must call withOperandSupplier to create a typical tree of operands.

The rule should not have a static INSTANCE field. There should be an instance of the rule in a holder class such as CoreRules or EnumerableRules:

public class CoreRules {
  ...

  /** Rule that matches a {@link Filter} and futzes with it. */
  public static final FILTER_FUTZ = FilterFutzRule.Config.DEFAULT.toRule();
}

The holder class may contain other instances of the rule with different parameters, if they are commonly used.

If the rule is instantiated with several patterns of operands (for instance, with different sub-classes of the same base RelNode classes, or with different predicates) the config may contain a method withOperandFor to make it easier to build common operand patterns. (See FilterAggregateTransposeRule for an example.)

Advanced topics for committers

The following sections are of interest to Calcite committers and in particular release managers.

Managing Calcite repositories through GitHub

Committers have write access to Calcite’s ASF git repositories hosting the source code of the project as well as the website.

All repositories present on GitBox are available on GitHub with write-access enabled, including rights to open/close/merge pull requests and address issues.

In order to exploit the GitHub services, committers should link their ASF and GitHub accounts via the account linking page.

Here are the steps:

  • Set your GitHub username into your Apache profile.
  • Enable GitHub 2FA on your GitHub account.
  • Activating GitHub 2FA changes the authentication process and may affect the way you access GitHub. You may need to establish personal access tokens or upload your public SSH key to GitHub depending on the protocol that you are using (HTTPS vs. SSH).
  • Merge your Apache and GitHub accounts using the account linking page (you should see 3 green checks in GitBox).
  • Wait at least 30 minutes for an email inviting you to Apache GitHub Organization.
  • Accept the invitation and verify that you are a member of the team.

Merging pull requests

These are instructions for a Calcite committer who has reviewed a pull request from a contributor, found it satisfactory, and is about to merge it to main. Usually the contributor is not a committer (otherwise they would be committing it themselves, after you gave approval in a review).

There are certain kinds of continuous integration tests that are not run automatically against the PR. These tests can be triggered explicitly by adding an appropriate label to the PR. For instance, you can run slow tests by adding the slow-tests-needed label. It is up to you to decide if these additional tests need to run before merging.

If the PR has multiple commits, squash them into a single commit. The commit message should follow the conventions outlined in contribution guidelines. If there are conflicts it is better to ask the contributor to take this step, otherwise it is preferred to do this manually since it saves time and also avoids unnecessary notification messages to many people on GitHub.

If the merge is performed via command line (not through the GitHub web interface), make sure the message contains a line “Close apache/calcite#YYY”, where YYY is the GitHub pull request identifier.

When the PR has been merged and pushed, be sure to update the JIRA case. You must:

  • resolve the issue (do not close it as this will be done by the release manager);
  • select “Fixed” as resolution cause;
  • mark the appropriate version (e.g., 1.20.0) in the “Fix version” field;
  • add a comment (e.g., “Fixed in …”) with a hyperlink pointing to the commit which resolves the issue (in GitHub or GitBox), and also thank the contributor for their contribution (“thank you” can be omitted if the contributor is already a commiter). The hyperlink provided should be with respect to the main branch. You should be able to identify the commit by browsing

https://github.com/apache/calcite/commits/main/.

Set up PGP signing keys

Follow instructions here to create a key pair. (On macOS, I did brew install gpg and gpg --full-generate-key.)

Add your public key to the KEYS file by following instructions in the KEYS file. If you don’t have the permission to update the KEYS file, ask PMC for help. (The KEYS file is not present in the git repo or in a release tar ball because that would be redundant.)

In order to be able to make a release candidate, make sure you upload your key to https://keyserver.ubuntu.com and/or http://pool.sks-keyservers.net:11371 (keyservers used by Nexus).

Set up Nexus repository credentials

Gradle provides multiple ways to configure project properties. For instance, you could update $HOME/.gradle/gradle.properties.

Note: the build script would print the missing properties, so you can try running it and let it complain on the missing ones.

The following options are used:

asfCommitterId=

asfNexusUsername=
asfNexusPassword=
asfSvnUsername=
asfSvnPassword=

asfGitSourceUsername=
asfGitSourcePassword=

Note:

  • Both asfNexusUsername and asfSvnUsername are your apache id with asfNexusPassword and asfSvnPassword are corresponding password.
  • Git source account can be configured to either Gitbox (the default) or Github. For Gitbox, asfGitSourceUsername is your apache id, and asfGitSourcePassword is the corresponding password. For Github, asfGitSourceUsername is your GitHub id while asfGitSourcePassword is not your GitHub password, you need to generate it in https://github.com/settings/tokens choosing Personal access tokens.

When asflike-release-environment is used, the credentials are taken from asfTest... (e.g. asfTestNexusUsername=test)

Note: if you want to use gpg-agent, you need to pass some more properties:

useGpgCmd=true
signing.gnupg.keyName=
signing.gnupg.useLegacyGpg=

Making a snapshot

Before you start:

  • Make sure you are using JDK 8. Note: you need Java 8u202 or later in case you use OpenJDK-based Java.
  • Make sure build and tests succeed with -Dcalcite.test.db=hsqldb (the default)
# Make sure that there are no junk files in the sandbox
git clean -xn
# Publish snapshot artifacts
./gradlew clean publish -Pasf

Making a release candidate

Note: release artifacts (dist.apache.org and repository.apache.org) are managed with stage-vote-release-plugin

Before you start:

  • Consult the release dashboard to get a quick overview about the state of the release and take appropriate actions in order to resolve pending tickets or move them to another release/backlog.
  • Send an email to dev@calcite.apache.org notifying that RC build process is starting and therefore main branch is in code freeze until further notice.
  • Set up signing keys as described above.
  • Make sure you are using JDK 8 (not 9 or 10).
  • Check that README and site/_docs/howto.md have the correct version number.
  • Check that site/_docs/howto.md has the correct Gradle version.
  • Check that NOTICE has the current copyright year.
  • Check that calcite.version has the proper value in /gradle.properties.
  • Make sure build and tests succeed
  • Make sure that ./gradlew javadoc succeeds (i.e. gives no errors; warnings are OK)
  • Generate a report of vulnerabilities that occur among dependencies, using ./gradlew dependencyCheckUpdate dependencyCheckAggregate. Report to private@calcite.apache.org if new critical vulnerabilities are found among dependencies.
  • Decide the supported configurations of JDK, operating system and Guava. These will probably be the same as those described in the release notes of the previous release. Document them in the release notes. To test Guava version x.y, specify -Pguava.version=x.y
  • Optional tests using properties:
    • -Dcalcite.test.db=mysql
    • -Dcalcite.test.db=hsqldb
    • -Dcalcite.test.mongodb
    • -Dcalcite.test.splunk
  • Optional tests using tasks:
    • ./gradlew testSlow
  • Add release notes to site/_docs/history.md. If release notes already exist for the version to be released, but are commented out, remove the comments ({% comment %} and {% endcomment %}). Include the commit history, names of people who contributed to the release, and say which versions of Java, Guava and operating systems the release is tested against.
  • Make sure that every “resolved” JIRA case (including duplicates) has a fix version assigned (most likely the version we are just about to release)

Generate a list of contributors:

# Commits since 1.35
range=calcite-1.35.0..HEAD
# distinct authors
git log --abbrev-commit --pretty=format:'%aN,' $range | sort -u
# most prolific authors
git log --abbrev-commit --pretty=format:'%aN' $range | sort | uniq -c | sort -nr
# number of JIRA cases
git log --abbrev-commit --pretty=format:'%f' $range | awk -F- '$1 == "CALCITE" {print $2}' | sort -u | wc

Smoke-test sqlline with Spatial and Oracle function tables:

$ ./sqlline
> !connect jdbc:calcite:fun=spatial,oracle "sa" ""
SELECT NVL(ST_Is3D(ST_PointFromText('POINT(-71.064544 42.28787)')), TRUE);
+--------+
| EXPR$0 |
+--------+
| false  |
+--------+
1 row selected (0.039 seconds)
> !quit

The release candidate process does not add commits, so there’s no harm if it fails. It might leave -rc tag behind which can be removed if required.

If you wish, you can perform a dry-run release with a help of asflike-release-environment; it would perform the same steps, but it would push changes to the mock Nexus, Git, and SVN servers.

If any of the steps fail, fix the problem, and start again from the top.

Starting the release candidate build

Pick a release candidate index and ensure it does not interfere with previous candidates for the version.

# Tell GPG how to read a password from your terminal
export GPG_TTY=$(tty)

# Make sure that there are no junk files in the sandbox
git clean -xn

# Dry run the release candidate (push to asf-like-environment)
./gradlew prepareVote -Prc=0

# Push release candidate to ASF servers
# If you prefer to use Github account, change pushRepositoryProvider to GITHUB
./gradlew prepareVote -Prc=0 -Pasf -Pasf.git.pushRepositoryProvider=GITBOX

Troubleshooting

  • net.rubygrapefruit.platform.NativeException: Could not start 'svnmucc': Make sure you have svnmucc command installed in your machine.
  • Execution failed for task ':closeRepository' ... Possible staging rules violation. Check repository status using Nexus UI: Log into Nexus UI to see the actual error. In case of Failed: Signature Validation. No public key: Key with id: ... was not able to be located, make sure you have uploaded your key to the keyservers used by Nexus, see above.
  • [CALCITE-5573] Gradle prepareVote fails when signing artifact
  • [VLSI-RELEASE-PLUGINS-64] Execution failed for task ‘:releaseRepository due to missing nexus.txt

Checking the artifacts

  • In the release/build/distributions directory should be these 3 files, among others:
    • apache-calcite-X.Y.Z-src.tar.gz
    • apache-calcite-X.Y.Z-src.tar.gz.asc
    • apache-calcite-X.Y.Z-src.tar.gz.sha512
  • Note that the file names start apache-calcite-.
  • In the source distro .tar.gz (currently there is no binary distro), check that all files belong to a directory called apache-calcite-X.Y.Z-src.
  • That directory must contain files NOTICE, LICENSE, README, README.md
    • Check that the version in README is correct
    • Check that the copyright year in NOTICE is correct
    • Check that LICENSE is identical to the file checked into git
  • Make sure that the following files do not occur in the source distros: KEYS, gradlew, gradlew.bat, gradle-wrapper.jar, gradle-wrapper.properties
  • Make sure that there is no KEYS file in the source distros
  • In each .jar (for example core/build/libs/calcite-core-X.Y.Z.jar and mongodb/build/libs/calcite-mongodb-X.Y.Z-sources.jar), check that the META-INF directory contains LICENSE, NOTICE
  • Check PGP, per this

Verify the staged artifacts in the Nexus repository:

  • Go to https://repository.apache.org/ and login
  • Under Build Promotion, click Staging Repositories
  • In the Staging Repositories tab there should be a line with profile org.apache.calcite and status closed
  • Navigate through the artifact tree and make sure the .jar, .pom, .asc files are present

Cleaning up after a failed release attempt

If something is not correct, you can fix it, commit it, and prepare the next candidate. The release candidate tags might be kept for a while.

Validating a release

# Check that the signing key (e.g. DDB6E9812AD3FAE3) is pushed
gpg --recv-keys key

# Check keys
curl -O https://dist.apache.org/repos/dist/release/calcite/KEYS

# Sign/check sha512 hashes
# (Assumes your O/S has a 'shasum' command.)
function checkHash() {
  cd "$1"
  for i in *.{pom,gz}; do
    if [ ! -f $i ]; then
      continue
    fi
    if [ -f $i.sha512 ]; then
      if [ "$(cat $i.sha512)" = "$(shasum -a 512 $i)" ]; then
        echo $i.sha512 present and correct
      else
        echo $i.sha512 does not match
      fi
    else
      shasum -a 512 $i > $i.sha512
      echo $i.sha512 created
    fi
  done
}
checkHash apache-calcite-X.Y.Z-rcN

Get approval for a release via Apache voting process

Start a vote by sending an email to the dev list. The Gradle prepareVote task prints a draft mail at the end, if it completes successfully. You can find the draft in /build/prepareVote/mail.txt.

After vote finishes, send out the result:

Subject: [RESULT] [VOTE] Release apache-calcite-X.Y.Z (release candidate N)
To: dev@calcite.apache.org

Thanks to everyone who has tested the release candidate and given
their comments and votes.

The tally is as follows.

N binding +1s:
<names>

N non-binding +1s:
<names>

No 0s or -1s.

Therefore, I am delighted to announce that the proposal to release
Apache Calcite X.Y.Z has passed.

Thanks everyone. We’ll now roll the release out to the mirrors.

There was some feedback during voting. I shall open a separate
thread to discuss.

Julian

Publishing a release

After a successful release vote, we need to push the release out to mirrors, and other tasks.

Choose a release date. This is based on the time when you expect to announce the release. This is usually a day after the vote closes. Remember that UTC date changes at 4 pm Pacific time.

# Dry run publishing the release (push to asf-like-environment)
./gradlew publishDist -Prc=0

# Publish the release to ASF servers
# If you prefer to use Github account, change pushRepositoryProvider to GITHUB
./gradlew publishDist -Prc=0 -Pasf -Pasf.git.pushRepositoryProvider=GITBOX

If for whatever reason the publishDist task fails (e.g. failed to release nexus repository, it is still possible to perform the publishing tasks manually. Ask for help in the dev list if you are not sure what needs to be done.

If the releaseRepository task prints something like:

> Task :releaseRepository
Initialized stagingRepositoryId orgapachecalcite-1219 for repository nexus
GET request failed. 404: Not Found, body: [errors:[[id:*, msg:No such repository: orgapachecalcite-1219]]]
Requested operation was executed successfully in attempt 83 (maximum allowed 601)

it’s most likely that the repository has been successfully released, you can check it in ASF Nexus.

Svnpubsub will publish to the release repo and propagate to the mirrors almost immediately. So there is no need to wait more than fifteen minutes before announcing the release.

If there are now more than 2 releases, clear out the oldest ones:

cd ~/dist/release/calcite
svn rm apache-calcite-X.Y.Z
svn ci

The old releases will remain available in the release archive.

You should receive an email from the Apache Reporter Service. Make sure to add the version number and date of the latest release at the site linked to in the email.

The release notes and the javadoc of the new version will be automatically deployed to the website once the release commits/tags reach the ASF remote and the respective Gitub workflows are triggered.

Add a release announcement by copying site/_posts/2016-10-12-release-1.10.0.md, and adapt the release date in history.md if necessary. Preview the changes locally, by following the instructions in site/README.md, and then commit and push the changes to the main branch. Please note that due to CALCITE-5584, the commit should be pushed to Github as the last commit, do not chain it with “Prepare for next development iteration” commit.

Ensure that all changes to the website (news, release notes, javadoc) are correctly displayed.

In JIRA, search for all issues resolved in this release, and do a bulk update(choose the transition issues option) changing their status to “Closed”, with a change comment “Resolved in release X.Y.Z (YYYY-MM-DD)” (fill in release number and date appropriately). Uncheck “Send mail for this update”. Under the releases tab of the Calcite project mark the release X.Y.Z as released. If it does not already exist create also a new version (e.g., X.Y+1.Z) for the next release. In order to make the release dashboard reflect state of the next release, change the fixVersion in the JIRA filter powering the dashboard and save the changes.

Increase the calcite.version value in /gradle.properties, commit and push the change with the message “Prepare for next development iteration” (see ed1470a as a reference)

Re-open the main branch. Send an email to dev@calcite.apache.org notifying that main code freeze is over and commits can resume.

Announce the release by sending an email to announce@apache.org using an @apache.org address. You can use the 1.20.0 announcement as a template. Be sure to include a brief description of the project.

Publishing the web site

See instructions in site/README.md.

Advanced topics for PMC members

Processing JIRA account requests

Here are some email templates that can be used when processing requests for adding a JIRA account as a contributor.

Account added to contributor list

Hello [INSERT NAME HERE],

Thanks for your interest in becoming a Calcite contributor! I have added your username ([INSERT USERNAME HERE])
to the contributors group in JIRA. Happy contributing!

If you have not subscribed to our development list (dev@calcite.apache.org) yet, I encourage you to do so by
emailing dev-subscribe@calcite.apache.org. Further information about our mailing lists is available here:
https://calcite.apache.org/community/#mailing-lists

Best regards,
[INSERT YOUR NAME HERE]

Account not found

Hello [INSERT NAME HERE],

Thanks for your interest in becoming a Calcite contributor! I am sorry to inform you that I was unable to
find your account ([INSERT USERNAME HERE]) in JIRA and was not able to add you to the contributors group.
Please let me know the correct username by return email and I will process your request again.

If you do not have an ASF JIRA account, please follow the instructions here to request one:
https://calcite.apache.org/develop/#i-do-not-have-an-asf-jira-account-want-to-request-an-account-and-be-added-as-a-contributor

Best regards,
[INSERT YOUR NAME HERE]