path: root/docs/user/docutils-05-compat.sty.txt

==================================================================
    Changes to the Docutils latex2e writer since version 0.5
==================================================================

A backwards compatibility style sheet
*************************************

:Author:    Guenter Milde
:Contact:   docutils-develop@lists.sourceforge.net
:Revision:  $Revision$
:Date:      $Date$
:Copyright: © 2009 Günter Milde,
:License:   Released under the terms of the `2-Clause BSD license`_, in short:

   Copying and distribution of this file, with or without modification,
   are permitted in any medium without royalty provided the copyright
   notice and this notice are preserved.
   This file is offered as-is, without any warranty.

:Abstract:  This file documents changes and provides a style for best
            possible compatibility to the behaviour of the `latex2e`
            writer of Doctutils release 0.5.

.. _2-Clause BSD license: http://www.spdx.org/licenses/BSD-2-Clause

::

  \NeedsTeXFormat{LaTeX2e}
  \ProvidesPackage{docutils-05-compat}
  [2009/03/26 v0.1 compatibility with rst2latex from Docutils 0.5]

.. contents::
   :depth: 3

Usage
=====

* To get an (almost) identic look for your old documents,
  place ``docutils-05-compat.sty`` in the TEXINPUT path (e.g.
  the current work directory) and pass the
  ``--stylesheet=docutils-05-compat`` option to ``rst2latex.py``.

* To use your custom stylesheets without change, add them to the
  compatibility style, e.g.
  ``--stylesheet="docutils-05-compat,mystyle.tex``.

.. tip:: As the changes include bug fixes that are partly reverted by this
   style, it is recommended to adapt the stylesheets to the new version or
   copy just the relevant parts of this style into them.

Changes since 0.5
=================

Bugfixes
--------

* Newlines around comments, targets and references prevent run-together
  paragraphs.

  + An image directive with hyperlink reference or target did not start a
    new paragraph (e.g. the first two image examples in
    standalone_rst_latex.tex).

  + Paragraphs were not separated if there was a (hyper) target definition
    inbetween.

  + Paragraphs did run together, if separated by a comment-paragraph in the
    rst source.

* Fixed missing and spurious internal links/targets.
  Internal links now take you to the correct place.

* Verbose and linked system messages.

* `Figure and image alignment`_ now conforms to the rst definition.

* Put `header and footer directive`__ content in \DUheader respective
  \DUfooter macros (ignored by the default style/template).

  (They were put inside hard-coded markup at the top/bottom of the document
  without an option to get them on every page.)

__ ../ref/rst/directives.html#document-header-footer

* Render doctest blocks as literal blocks (fixes bug [1586058] doctest block
  nested in admonition). I.e.

  + indent doctest blocks by nesting in a quote environment. This is also
    the rendering by the HTML writer (html4css2.css).
  + apply the ``--literal-block-env`` setting also to doctest blocks.

  .. warning::
      (``--literal-block-env=verbatim`` and
      ``--literal-block-env=lstlistings`` fail with literal or doctest
      blocks nested in an admonition.

* Two-way hyperlinked footnotes and support for symbol footnotes and
  ``--footnote-references=brackets`` with ``--use-latex-footnotes``.

* The packages `fixltx2e` (providing LaTeX patches and the \textsubscript
  command) and `cmap` (including character maps in the generated PDF for
  better search and copy-and-paste operations) are now always loaded
  (configurable with custom templates_).

Backwards compatibility:
  "Bug for bug compatibility" is not provided.


New configuration setting defaults
----------------------------------

- font-encoding: "T1" (formerly implicitely set by 'ae').
- use-latex-toc: true (ToC with page numbers).
- use-latex-footnotes: true (no mixup with figures).

Backwards compatibility:
  Reset to the former defaults with:

  | font-encoding: ''
  | use-latex-toc: False
  | use-latex-footnotes: False

  (in the config file) or the command line options:

    ``--figure-footnotes --use-docutils-toc  --font-encoding=''``


Cleaner LaTeX source
--------------------

New features:
  * Remove redundant "double protection" from the encoding of the "special
    printing characters" and square brackets, e.g. ``\%`` instead of
    ``{\%}``.
  * Remove some spurious whitespace, e.g. ``\item [what:] -> \item[what:]``.
  * Use conventional style for "named" macros, e.g. ``\dots{}`` instead of
    ``{\dots}``

Backwards compatibility:
  Changes do not affect the output.


LaTeX style sheets
------------------

New Feature:
  LaTeX packages can be used as ``--stylesheet`` argument without
  restriction.

Implementation:
  Use ``\usepackage`` if style sheet ends with ``.sty`` or has no
  extension and ``\input`` else.

Rationale:
  while ``\input`` works with extension as well as without extension,
  ``\usepackage`` expects the package name without extension. (The latex2e
  writer will strip a ``.sty`` extension.)


Backwards compatibility:
  Up to Docutils 0.5, if no filename extension is given in the
  ``stylesheet`` argument, ``.tex`` is assumed (by latex).

  Since Docutils 0.6, a stylesheet without filename extension is assumed to
  be a LaTeX package (``*.sty``) and referenced with the ``\usepackage``
  command.

.. important::
  Always specify the extension if you want the style sheet to be
  ``\input`` by LaTeX.


Templates
---------

New Feature:
  Advanced configuration via custom templates.

Implementation:
  A ``--template`` option and config setting allows specification of a
  template file.

See the `LaTeX writer documentation`__ for details.

__ latex.html#templates


Custom roles
------------

New Feature: failsave implementation
  As with classes to HTML objects, class arguments are silently ignored if
  there is no styling rule for this class in a custom style sheet.

New Feature: custom roles based on standard roles
  As class support needs to be handled by the LaTeX writer, this feature was
  not present "automatically" (as in HTML). Modified visit/depart_*()
  methods for the standard roles now call visit/depart_inline() if there are
  class arguments to the node.

Backwards compatibility:
  The implementation is fully backwards compatible. (SVN versions 5742 to
  5861 contained an implementation that did not work with commands expecting
  an argument.)

Length units
------------

New Features:
  1. Add default unit if none given.
     A poll on docutils-users favoured ``bp`` (Big Point: 1 bp  = 1/72 in).

  2. Do not change ``px`` to ``pt``.

  3. Lengths specified in the document with unit "pt" will be written with
     unit "bp" to the LaTeX source.

Rationale:
  1. prevent LaTeX error "missing unit".

  2. ``px`` is a valid unit in pdftex since version 1.3.0 released on
     2005-02-04:

       1px defaults to 1bp (or 72dpi), but can be changed with the
       ``\pdfpxdimen`` primitive.::

          \pdfpxdimen=1in % 1 dpi
          \divide\pdfpxdimen by 96 % 96 dpi

       --  http://www.tug.org/applications/pdftex/NEWS

     Modern TeX distributions use pdftex also for dvi generation (i.e.
     ``latex`` actually calls ``pdftex`` with some options).

  3. In Docutils (as well as CSS) the unit symbol "pt" denotes the
     `Postscript point` or `DTP point` while LaTeX uses "pt" for the `LaTeX
     point`, which is unknown to Docutils and 0.3 % smaller.

     The `DTP point` is available in LaTeX as "bp" (big point):

       1 pt = 1/72.25 in < 1 bp  = 1/72 in


Backwards compatibility:
  Images with width specification in ``px`` come out slightly (0.3 %) larger:

    1 px = 1 bp  = 1/72 in > 1 pt = 1/72.25 in

  This can be reset with ::

    \pdfpxdimen=1pt

.. caution:: It is impossible to revert the change of lengths specified with
   "pt" or without unit in a style sheet, however the 0.3 % change will be
   imperceptible in most cases.

.. admonition:: Error ``illegal unit px``

  The unit ``px`` is not defined in "pure" LaTeX, but introduced by the
  `pdfTeX` converter on 2005-02-04. `pdfTeX` is used in all modern LaTeX
  distributions (since ca. 2006) also for conversion into DVI.

  If you convert the LaTeX source with a legacy program, you might get the
  error ``illegal unit px``.

  If updating LaTeX is not an option, just remove the ``px`` from the length
  specification. HTML/CSS will default to ``px`` while the `latexe2` writer
  will add the fallback unit ``bp``.


Font encoding
-------------

New feature:
  Do not mix font-encoding and font settings: do not load the obsolete
  `ae` and `aeguill` packages unless explicitely required via the
  ``--stylesheet`` option.

  :font-encoding = "":  do not load `ae` and `aeguill`, i.e.

                        * do not change font settings,
                        * do not use the fontenc package
                          (implicitely loaded via `ae`),
                        * use LaTeX default font encoding (OT1)

  :font-encoding = "OT1": load `fontenc` with ``\usepackage[OT1]{fontenc}``

Example:
  ``--font-encoding=LGR,T1`` becomes ``\usepackage[LGR,T1]{fontenc}``
  (Latin, Latin-1 Supplement, and Greek)


Backwards compatibility:
  Load the ae and aeguill packages if fontenc is not used.

.. tip:: Using `ae` is not recommended. A similar look (but better
   implementation) can be achieved with the packages `lmodern`, `cmsuper`,
   or `cmlgr` all providing Computer Modern look-alikes in vector format and
   T1 encoding, e.g. ``--font-encoding=T1 --stylesheet=lmodern``.

Sub- and superscript as text
----------------------------

New feature:
  Set sub- and superscript role argument in text mode not as math.

  Pass the role content to ``\textsubscript`` or ``\textsuperscript``.

Backwards compatibility:
  The old implementation set the role content in Math mode, where

  * whitespace is ignored,
  * a different command set and font setting scheme is active,
  * Latin letters are typeset italic but numbers upright.

  Although it is possible to redefine ``\textsubscript`` and
  ``\textsuperscript`` to typeset the content in math-mode, this can lead to
  errors with certain input and is therefore not done in this style sheet.

.. tip:: To get italic subscripts, define and use in your document
   `custom roles`_ like ``.. role:: sub(subscript)`` and
   ``.. role:: super(superscript)`` and define the "role commands"::

     \newcommand{\DUrolesub}{\itshape}
     \newcommand{\DUrolesuper}{\itshape}

   Alternatively, if you want all sub- and superscripts in italic, redefine
   the macros::

     %% \let\DUsup\textsubscript
     %% \let\DUsuper\textsuperscript
     %% \renewcommand*{\textsubscript}{\DUsub\itshape}
     %% \renewcommand*{\textsuperscript}{\DUsuper\itshape}

   This is not fully backwards compatible, as it will also set numbers in
   italic shape and not ignore whitespace.

Page layout
-----------

New features:
  * Margins are configurable via the ``DIV=...`` document option.

  * The ``\raggedbottom`` setting is no longer inserted into the document. It
    is the default for article and report classes. If requested in combination
    with a book class, it can be given in a custom style sheet.

Backwards compatibility:
  Up to version 0.5, use of `typearea` and a DIV setting of 12 were
  hard-coded into the latex2e writer ::

    \usepackage{typearea}
    \typearea{12}

  and the vertical alignment of lower boundary of the text area in book
  classes disabled via ::

    \raggedbottom


ToC and section numbers
-----------------------

Better conformance to Docutils specifications.

New feature:
  * The "depth" argument of the "contents" and "sectnum" directives is
    respected.

  * section numbering independent of 'use-latex-toc':

    + sections are only numbered if there is a "sectnum" directive in the
      document

    + section numbering by LaTeX if the "sectnum_xforms" config setting is
      False.

Backwards compatibility:

  The previous behaviour was to always number sections if 'use-latex-toc' is
  true, using the document class defaults. It cannot be restored
  universally, the following code sets the default values of the "article"
  document class::

    \setcounter{secnumdepth}{3}
    \setcounter{tocdepth}{3}

.. TODO or not to do? (Back-compatibility problems)
  * The default "depth" of the LaTeX-created ToC and the LaTeX section
    numbering is increased to the number of supported section levels.

New feature:
  If 'use-latex-toc' is set, local tables of content are typeset using the
  'minitoc' package (instead of being ignored).

Backwards compatibility:
  Disable the creation of local ToCs (ignoring all special commands) by
  replacing ``\usepackage{minitoc} with ``\usepackage{mtcoff}``.


Default font in admonitions and sidebar
---------------------------------------

New feature:
  Use default font in admonitions and sidebar.

Backward compatibility:
  See the fallback definitions for admonitions_, `topic title`_ and
  `sidebar`_.


Figure placement
----------------

New feature:
  Use ``\floatplacement`` from the `float` package instead of
  "hard-coded" optional argument for the global setting.

  Default to ``\floatplacement{figure}{H}`` (here definitely). This
  corresponds most closely to the source and HTML placement (principle of
  least surprise).

Backwards compatibility:
  Set the global default back to the previous used value::

    \usepackage{float}
    \floatplacement{figure}{htbp} % here, top, bottom, extra-page


Figure and image alignment
--------------------------

New features:

a) Fix behaviour of 'align' argument to a figure (do not align figure
   contents).

   As the 'figwidth' argument is still ignored and the "natural width" of a
   figure in LaTeX is 100% \textwidth, setting the 'align' argument of a
   figure has currently no effect on the LaTeX output.

b) Set default align of image in a figure to 'center'.

c) Also center images that are wider than textwidth.

d) Align images with class "align-[right|center|left]" (allows setting the
   alignment of an image in a figure).

Backwards compatibility:
   There is no "automatic" way to reverse these changes via a style sheet.

a) The alignment of the image can be set with the "align-left",
   "align-center" and "align-right" class arguments.

   As previously, the caption of a figure is aligned according to the
   document class -- configurable with a style sheet using the "caption"
   package.

b) See a)

c) Set the alignment of "oversized" images to "left" to get back the
   old placement.

Shorter preamble
----------------

New feature:
  The document preamble is pruned to contain only relevant commands and
  settings.

Packages that are no longer required
````````````````````````````````````

The following packages where required in pre-0.5 versions and still loaded
with version 0.5::

  \usepackage{shortvrb}
  \usepackage{amsmath}


Packages that are conditionally loaded
``````````````````````````````````````

Additional to the `typearea` for `page layout`_, the following packages are
only loaded if actually required by doctree elements:

Tables
^^^^^^

Standard package for tables across several pages::

  \usepackage{longtable}

Extra space between text in tables and the line above them
('array' is implicitely loaded by 'tabularx', see below)::

  \usepackage{array}
  \setlength{\extrarowheight}{2pt}

Table cells spanning multiple rows::

  \usepackage{multirow}

Docinfo
^^^^^^^

One-page tables with auto-width columns::

  \usepackage{tabularx}

Images
^^^^^^
Include graphic files::

  \usepackage{graphicx}

Problematic, Sidebar
^^^^^^^^^^^^^^^^^^^^
Set text and/or background colour, coloured boxes with ``\colorbox``::

  \usepackage{color}

Floats for footnotes settings
`````````````````````````````

Settings for the use of floats for footnotes are only included if

* the option "use-latex-footnotes" is False, and
* there is at least one footnote in the document.

::

  % begin: floats for footnotes tweaking.
  \setlength{\floatsep}{0.5em}
  \setlength{\textfloatsep}{\fill}
  \addtolength{\textfloatsep}{3em}
  \renewcommand{\textfraction}{0.5}
  \renewcommand{\topfraction}{0.5}
  \renewcommand{\bottomfraction}{0.5}
  \setcounter{totalnumber}{50}
  \setcounter{topnumber}{50}
  \setcounter{bottomnumber}{50}
  % end floats for footnotes


Special lengths, commands, and environments
-------------------------------------------

Removed definitions
```````````````````

admonition width
^^^^^^^^^^^^^^^^
The ``admonitionwith`` lenght is replaced by the more powerful
``\DUadmonition`` command (see admonitions_).

Backwards compatibility:
  The default value (90 % of the textwidth) is unchanged.

  To configure the admonition width, you must redefine the ``DUadmonition``
  command instead of changing the ``admonitionwith`` length value.


Renamed definitions (now conditional)
`````````````````````````````````````

The names for special doctree elements are now prefixed with ``DU``.

Up to version 0.5, all definitions were included in the preamble (before the
style sheet) of every document -- even if not used in the body. Since
version 0.6, fallback definitions are included after the style sheet and
only if required.

Customization is done by an alternative definition in a style sheet with
``\newcommand`` instead of the former ``\renewcommand``.

The following code provides the old definitions and maps them (or their
custom variants) to the new interface.

docinfo width
^^^^^^^^^^^^^
::

  \newlength{\docinfowidth}
  \setlength{\docinfowidth}{0.9\textwidth}

  \newlength{\DUdocinfowidth}
  \AtBeginDocument{\setlength{\DUdocinfowidth}{\docinfowidth}}

line block
^^^^^^^^^^
::

  \newlength{\lineblockindentation}
  \setlength{\lineblockindentation}{2.5em}
  \newenvironment{lineblock}[1]
  {\begin{list}{}
    {\setlength{\partopsep}{\parskip}
     \addtolength{\partopsep}{\baselineskip}
     \topsep0pt\itemsep0.15\baselineskip\parsep0pt
     \leftmargin#1}
   \raggedright}
  {\end{list}}

  \newlength{\DUlineblockindent}
  \AtBeginDocument{\setlength{\DUlineblockindent}{\lineblockindentation}}
  \newenvironment{DUlineblock}[1]
    {\begin{lineblock}{#1}}
    {\end{lineblock}}

local line width
^^^^^^^^^^^^^^^^

The ``\locallinewidth`` length for internal use in tables is replaced
by ``\DUtablewidth``. It was never intended for customization::

  \newlength{\locallinewidth}

option lists
^^^^^^^^^^^^
::

  \newcommand{\optionlistlabel}[1]{\bf #1 \hfill}
  \newenvironment{optionlist}[1]
  {\begin{list}{}
    {\setlength{\labelwidth}{#1}
     \setlength{\rightmargin}{1cm}
     \setlength{\leftmargin}{\rightmargin}
     \addtolength{\leftmargin}{\labelwidth}
     \addtolength{\leftmargin}{\labelsep}
     \renewcommand{\makelabel}{\optionlistlabel}}
  }{\end{list}}

  \newcommand{\DUoptionlistlabel}{\optionlistlabel}
  \newenvironment{DUoptionlist}
    {\begin{optionlist}{3cm}}
    {\end{optionlist}}

rubric
^^^^^^
Now less prominent (not bold, normal size) restore with::

  \newcommand{\rubric}[1]{\subsection*{~\hfill {\it #1} \hfill ~}}
  \newcommand{\DUrubric}[2][class-arg]{\rubric{#2}}

title reference role
^^^^^^^^^^^^^^^^^^^^
::

  \newcommand{\titlereference}[1]{\textsl{#1}}
  \newcommand{\DUroletitlereference}[1]{\titlereference{#1}}


New definitions
```````````````

New Feature:
  Enable customization of some more Docutils elements with special commands

  :admonition: ``DUadmonition`` command (replacing ``\admonitionwidth``),
  :field list: ``DUfieldlist``  environment,
  :legend:     ``DUlegend``     environment,
  :sidebar:    ``\DUsidebar``, ``\DUtitle``, and
               ``DUsubtitle`` commands,
  :topic:      ``\DUtopic`` and ``\DUtitle`` commands,
  :transition: ``\DUtransition`` command.
  :footnotes:  ``\DUfootnotemark`` and ``\DUfootnotetext`` commands with
               hyperlink support using the Docutils-provided footnote label.

Backwards compatibility:
  In most cases, the default definition corresponds to the previously used
  construct. The following definitions restore the old behaviour in case of
  changes.

admonitions
^^^^^^^^^^^
Use sans-serif fonts::

  \newcommand{\DUadmonition}[2][class-arg]{%
    \begin{center}
      \fbox{\parbox{0.9\textwidth}{\sffamily #2}}
    \end{center}
  }

dedication
^^^^^^^^^^
Do not center::

  \newcommand{\DUtopicdedication}[1]{#1}

But center the title::

  \newcommand*{\DUtitlededication}[1]{\centerline{\textbf{#1}}}

sidebar
^^^^^^^
Use sans-serif fonts, a frame, and a darker shade of grey::

  \providecommand{\DUsidebar}[2][class-arg]{%
    \begin{center}
      \sffamily
      \fbox{\colorbox[gray]{0.80}{\parbox{0.9\textwidth}{#2}}}
    \end{center}
  }

sidebar sub-title
^^^^^^^^^^^^^^^^^
Bold instead of emphasized::

  \providecommand*{\DUsubtitlesidebar}[1]{\hspace*{\fill}\\
    \textbf{#1}\smallskip}

topic
^^^^^
No quote but normal text::

  \newcommand{\DUtopic}[2][class-arg]{%
    \ifcsname DUtopic#1\endcsname%
      \csname DUtopic#1\endcsname{#2}%
    \else
      #2
    \fi
  }

topic title
^^^^^^^^^^^
Title for "topics" (admonitions, sidebar).

Larger font size::

  \providecommand*{\DUtitletopic}[1]{\textbf{\large #1}\smallskip}

transition
^^^^^^^^^^
Do not add vertical space after the transition. ::

  \providecommand*{\DUtransition}[1][class-arg]{%
    \hspace*{\fill}\hrulefill\hspace*{\fill}}