enso/docs/distribution/licenses.md
2020-12-02 16:56:47 +01:00

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Licenses

When distributing Enso, we include code from many dependencies that are used within it. We need to ensure that we comply with the licenses of the dependencies that we distribute with Enso.

Gathering Used Dependencies

As a first step, we need to gather a list of which dependencies are used in the distributed artifacts.

SBT

We use a GatherLicenses task that uses the sbt-license-report and other sources to gather copyright information related to the used dependencies.

To configure the task, GatherLicenses.distributions should be set with sequence of distributions. Each distribution describes one component that is distributed separately and should include all references to all projects that are included as part of its distribution. Currently, we have the launcher distribution that consists of one launcher component and the engine distribution which includes runtime, engine-runner and project-manager.

Another relevant setting is GatherLicenses.licenseConfigurations which defines which ivy configurations are considered to search for dependencies. Currently it is set to only consider compile dependencies, as dependencies for provided, test or benchmark are not distributed and there are no assembly-specific dependencies.

GatherLicenses.configurationRoot specifies where the review tool will look for the files specifying review state and GatherLicenses.distributionRoot specifies where the final notice packages should be generated.

To run the automated license gathering task, run enso/gatherLicenses in SBT. This will create a report and packages which are described in the next section.

Rust

We do not distribute any Rust-based artifacts in this repository.

The actionables for this section are:

  • When the parser is rewritten to Rust and is distributed within the artifacts, this section should be revisited to describe a scheme of gathering dependencies used in the Rust projects.
  • It would be good to re-use the SBT task as much as possible, possibly by creating a frontend for it using cargo-license.

Preparing the Distribution

When a new dependency is added, the enso/gatherLicenses should be re-run to generate the updated report.

The report can be opened in review mode by launching a server located in tools/legal-review-helper by running npm start in that directory. Alternatively, enso/openLegalReviewReport can be used instead to automatically open the report in review-mode after generating it (but it requires npm to be visible on the system PATH in SBT).

The report will show what license the dependencies use and include any copyright notices and files found within each dependency.

Each copyright notice and file should be reviewed to decide if it should be kept or ignored. If a notice is automatically detected in a wrong way, it should be ignored and a fixed one should be added manually. The review process is described in detail in the next section.

Each new type of license has to be reviewed to ensure that it is compatible with our distribution and usage scheme. Licenses are reviewed per-distribution, as for example the binary distribution of the launcher may impose different requirements than distribution of the engine as JARs.

If an indirect dependency is found with a problematic license, the analyzeDependency command may prove helpful. Running analyzeDependency <arg> will search for all dependencies containing <arg> in their name and list in which projects they show up and which packages depend on them directly. This latter functionality can be used to track down the direct dependency that brought the indirect one.

After the review is done, the enso/gatherLicenses should be re-run again to generate the updated packages that are included in the distribution. Before a PR is merged, it should be ensure that there are no warnings in the generation. The packages are located in separate subdirectories of the distribution directory for each artifact.

The CI can check if the legal review is up-to-date by running sbt enso / verifyLegalReview. This task will fail if any dependencies have changed making parts of the review obsolete or if the review contains any warnings.

Review

The review can be performed manually by modifying the settings inside of the tools/legal-review directory or it can be partially automated.

Review Process

The updates performed using the web script are remembered locally, so they will not show up after the refresh. If you ever need to open the edit mode after closing its window, you should re-generate the report using enso/gatherLicenses or just open it using enso/openLegalReviewReport which will refresh it automatically.

  1. Open the review in edit mode using the helper script.
    • You can type enso / openLegalReviewReport if you have npm in your PATH as visible from SBT.
    • Or you can just run npm start (and npm install if needed) in the tools/legal-review-helper directory.
  2. For each package listed in the review for a given distribution:
    1. Review licenses
      • Make sure that the component's license is accepted - that we know that its license type is compatible with our distribution scheme.
      • When a license is accepted, a file should be added in the reviewed-licenses directory, with name as indicated in the report. The file should contain a single line that is the path (relative to repository root) to the default license file for that license type which should be included in the distribution.
        • The license may have been already accepted if it is the same license as earlier dependencies for the same artifact.
      • Check if any license-like files have been automatically found in the attached files. If an attached file contains (case-insensitive) 'license' or 'licence' in its name, the review tool will compare it with the default license file.
        • To trigger this comparison, the license must have been already reviewed when the report was being generated, so you may consider re-running the report after reviewing the license types to get this information.
        • If an attached file is exactly the same as the license file, it can be safely ignored.
        • If an attached file differs from the default license file, it should be carefully checked.
          • Most of the time, that file should be marked as kept and the default license ignored.
          • To ignore the default license, create a file custom-license inside the directory belonging to the relevant package containing a single line indicating the filename of the custom license that is included in attached files.
        • Sometimes the dependency does contain files called LICENSE or similar which are additional licenses or which just contain an URL of an actual license. In that case we may want to keep these files but still point to the default license file. To indicate this intention, create an empty file called default-and-custom-license.
    2. Review which files to include
      • You can click on a filename to display its contents.
      • We want to include any NOTICE files that contain copyright notices or credits.
      • False-positives (unrelated files) or duplicates may be ignored.
    3. Review copyright notices
      • You may click on a copyright line to display context (surrounding text) and in which files it was found.
      • We want to include most of the notices, as it is better to include duplicates rather than skip something important.
      • But we need to ignore false-positives, for example code that contains the word 'copyright' in it and was falsely classified.
      • You may click 'Keep' to add the displayed copyright line to the copyright notice or if there is exactly one context associated with the line, you can click 'Keep as context' to add this whole context to the notice.
      • If you cannot keep a notice with context because it appears in multiple contexts or need to slightly modify it, the standard approach is to 'Ignore' that notice and add the correct one manually, as described below.
    4. Add missing information
      • You can manually add additional copyright notices by adding them to a file copyright-add inside the directory belonging to the relevant package.
      • You can manually add additional files by adding them into a subdirectory called files-add located in the directory belonging to the relevant package.
  3. Add any additional information:
    • You can add additional files by adding them into a subdirectory called files-add in the root directory of distribution configuration.
    • You can create a custom notice header that will replace the default one, by creating a file called notice-header.
  4. After you are done, re-run enso/gatherLicenses to generate the updated packages.
    • Ensure that there are no more warnings, and if there are any go back to fix the issues.

Additional Manual Considerations

The Scala Library notice contains the following mention:

This software includes projects with other licenses -- see `doc/LICENSE.md`.

The licenses contained in the doc directory in Scala's GitHub are most likely relevant for the Scala Compiler and not the Standard Library that is relevant for us, but we include them for safety. When switching to a newer Scala version, these files should be updated if there were any changes to them.

Moreover NOTICE files for scala-parser-combinators and scala-java8-compat have been manually copied from their GitHub repositories. They should also be updated as necessary.

Additionally, the Linux version of the launcher is statically linked with the musl implementation of libc which also uses zlib, so these two components are also added and described manually. If they are ever updated, the notices should be revisited.

CREDITS for modules com.fasterxml.jackson mentioned in their NOTICES were manually scraped from GitHub where possible.

Missing licenses were manually added for some dependencies - these are dependencies whose legal-review configurations contains a license file in files-add. They may need to be manually updated when updating.

Warnings

All warnings should be carefully reviewed and most of them will fail the CI. However, there are some warnings that may be ignored.

Below we list the warnings that show up currently and their explanations:

  • Could not find sources for com.google.guava # listenablefuture # 9999.0-empty-to-avoid-conflict-with-guava
    • This warning is due to the fact that this is a dummy artifact that does not contain any sources. We added a special note in its legal config that refers to the original guava module, so the warning can be safely discarded.
  • Found a source .../.cache/coursier/v1/https/repo1.maven.org/maven2/org/scala-lang/modules/scala-collection-compat_2.13/2.1.1/scala-collection-compat_2.13-2.1.1-sources.jar that does not belong to any known dependencies, perhaps the algorithm needs updating?
    • This is a bit unexpected - the engine does depend on scala-collection-compat # 2.0.0 (used by slick), but here for some reason we find sources for version 2.1.1 (the sources for 2.0.0 are available too). We could not figure out this issue for now, but it is not a problem for the legal review, because the engine distribution does include all necessary information for the version it actually uses (2.0.0).

Updating Dependencies

As described above, some information has been gathered manually and as such it should be verified if it is up-to-date when a dependency is updated.

Moreover, when a dependency version is changed, its directory name will change, making old legal review settings obsolete. But many of these settings may be still relevant. So to take advantage of that, the old directory should be manually renamed to the new name and any obsolete files or copyrights should be removed from the settings (they will be indicated by the tool as warnings).

Some Scala dependencies include the current Scala minor version in their names. When upgrading to a newer Scala release, these names will become outdated, but a lot of this configuration may still be relevant. The same trick should be used as above - the old directories should be renamed accordingly to fit the new Scala version. Given that this affects a lot of dependencies, a special tool could be written that will automatically rename all the directories (but it can also be achieved using shell commands).

Review Configuration

The review state is driven by configuration files located in tools/legal-review. This directory contains separate subdirectories for each artifact.

The subdirectory for each artifact may contain the following entries:

  • notice-header - contains the header that will start the main generated NOTICE
  • files-add - directory that may contain additional files that should be added to the notice package
  • reviewed-licenses - directory that may contain files for reviewed licenses; the files should be named with the normalized license name and they should contain a path to that license's file (the path should be relative to the repository root)
  • .report.state - an automatically generated file that can be used to check if the report is up-to-date
  • and for each dependency, a subdirectory named as its packageName with following entries:
    • files-add - directory that may contain additional files that should be added to the subdirectory for this package
    • files-keep - a file containing names of files found in the package sources that should be included in the package
    • files-ignore - a file containing names of files found in the package sources that should not be included
    • custom-license - a file that indicates that the dependency should not point to the default license, but it should contain a custom one within its files; it should contain a single line with this custom license's filename
    • default-and-custom-license - a file that indicates that the dependency should point to the default license, but it also contains additional license-like files that should be kept too; it disables checking if the attached license-like files are equal to the default license or not, so it should be used very carefully; at most one of default-and-custom-license and custom-license should exist for each dependency
    • copyright-keep - copyright lines that should be included in the notice summary for the package
    • copyright-keep-context - copyright lines that should be included (alongside with their context) in the notice summary for the package
    • copyright-ignore - copyright lines that should not be included in the notice summary for the package
    • copyright-add - a single file whose contents will be added to the notice summary for the package

Manually adding files and copyright, modifying the notice header and marking licenses as reviewed has to be done manually. But deciding if a file or copyright notice should be kept or ignored can be done much quicker using the GUI launched by enso/openLegalReviewReport. The GUI is a very simple one - it assumes that the report is up to date and uses the server to modify the configuration. The configuration changes are not refreshed automatically - instead if the webpage is refreshed after modifications it may contain stale information - to get up-to-date information, enso/openLegalReviewReport or enso/gatherLicenses has to be re-run.

Standard Library

The dependencies of standard library are built using Maven, so they have to be handled separately. Currently there are not many of them so this is handled manually. If that becomes a problem, they could be attached to the frontend of the GatherLicenses task.

The third-party licenses for Java extensions of the standard library are gathered in the third-party-licenses directory in the Base library. The gathering process is partially-automatic, triggered by the package goal of the associated Maven configuration file. However when another dependency is added to the standard library, its licenses should be reviewed before merging the PR.

Bundles

Beside the launcher and engine components, the distributed bundles also contain a distribution of GraalVM CE. This distribution however contains its own licence and notices within itself, so no further action should be necessary in that regard.