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markup: add --citeproc to pandoc converter #9953

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50 changes: 50 additions & 0 deletions docs/content/en/content-management/bibliography.md
Original file line number Diff line number Diff line change
@@ -0,0 +1,50 @@
---
title: Bibliographies in Markdown
linkTitle: Bibliography
description: Include citations and a bibliography in Markdown using LaTeX markup.
categories: [content management]
keywords: [latex,pandoc,citation,reference,bibliography]
menu:
docs:
parent: content-management
weight: 320
weight: 320
toc: true
---

{{< new-in 0.144.0 />}}

## Citations and Bibliographies

[Pandoc](https://pandoc.org) is a universal document converter and can be used to convert markdown files.

With **Pandoc >= 2.11**, you can use [citations](https://pandoc.org/MANUAL.html#extension-citations).
One way is to employ [BibTeX files](https://en.wikibooks.org/wiki/LaTeX/Bibliography_Management#BibTeX) to cite:

```
---
title: Citation document
---
---
bibliography: assets/bibliography.bib
...
This is a citation: @Doe2022
```

Note that Hugo will **not** pass its metadata YAML block to Pandoc; however, it will pass the **second** meta data block, denoted with `---` and `...` to Pandoc.
Thus, all Pandoc-specific settings should go there.

You can also add all elements from a bibliography file (without citing them explicitly) using:

```
---
title: My Publications
---
---
bibliography: assets/bibliography.bib
nocite: |
@*
...
```

It is also possible to provide a custom [CSL style](https://citationstyles.org/authors/) by passing `csl: path-to-style.csl` as a Pandoc option.
6 changes: 6 additions & 0 deletions docs/content/en/content-management/formats.md
Original file line number Diff line number Diff line change
Expand Up @@ -111,6 +111,12 @@ Hugo passes these CLI flags when calling the Pandoc executable:
--mathjax
```

If your Pandoc has version 2.11 or later, it also passes this CLI flag:

```text
--citeproc
```

[Pandoc]: https://pandoc.org/

### reStructuredText
Expand Down
72 changes: 71 additions & 1 deletion markup/pandoc/convert.go
Original file line number Diff line number Diff line change
Expand Up @@ -15,10 +15,14 @@
package pandoc

import (
"bytes"
"strconv"
"strings"
"sync"

"github.com/gohugoio/hugo/common/hexec"
"github.com/gohugoio/hugo/htesting"
"github.com/gohugoio/hugo/identity"

"github.com/gohugoio/hugo/markup/converter"
"github.com/gohugoio/hugo/markup/internal"
)
Expand Down Expand Up @@ -64,6 +68,9 @@ func (c *pandocConverter) getPandocContent(src []byte, ctx converter.DocumentCon
return src, nil
}
args := []string{"--mathjax"}
if supportsCitations(c.cfg) {
args = append(args[:], "--citeproc")
}
return internal.ExternallyRenderContent(c.cfg, ctx, src, binaryName, args)
}

Expand All @@ -76,6 +83,69 @@ func getPandocBinaryName() string {
return ""
}

type pandocVersion struct {
major, minor int64
}

func (left pandocVersion) greaterThanOrEqual(right pandocVersion) bool {
return left.major > right.major || (left.major == right.major && left.minor >= right.minor)
}

var versionOnce sync.Once
var foundPandocVersion pandocVersion

// getPandocVersion parses the pandoc version output
func getPandocVersion(cfg converter.ProviderConfig) (pandocVersion, error) {
var err error

versionOnce.Do(func() {
argsv := []any{"--version"}

var out bytes.Buffer
argsv = append(argsv, hexec.WithStdout(&out))

cmd, err := cfg.Exec.New(pandocBinary, argsv...)
if err != nil {
cfg.Logger.Errorf("Could not call pandoc: %v", err)
foundPandocVersion = pandocVersion{0, 0}
return
}

err = cmd.Run()
if err != nil {
cfg.Logger.Errorf("%s --version: %v", pandocBinary, err)
foundPandocVersion = pandocVersion{0, 0}
return
}

outbytes := bytes.Replace(out.Bytes(), []byte("\r"), []byte(""), -1)
output := strings.Split(string(outbytes), "\n")[0]
// Split, e.g., "pandoc 2.5" into 2 and 5 and convert them to integers
versionStrings := strings.Split(strings.Split(output, " ")[1], ".")
majorVersion, err := strconv.ParseInt(versionStrings[0], 10, 64)
if err != nil {
println(err)
}
minorVersion, err := strconv.ParseInt(versionStrings[1], 10, 64)
if err != nil {
println(err)
}
foundPandocVersion = pandocVersion{majorVersion, minorVersion}
})

return foundPandocVersion, err
}

// SupportsCitations returns true for pandoc versions >= 2.11, which include citeproc
func supportsCitations(cfg converter.ProviderConfig) bool {
if Supports() {
foundPandocVersion, err := getPandocVersion(cfg)
supportsCitations := foundPandocVersion.greaterThanOrEqual(pandocVersion{2, 11}) && err == nil
return supportsCitations
}
return false
}

// Supports returns whether Pandoc is installed on this computer.
func Supports() bool {
hasBin := getPandocBinaryName() != ""
Expand Down
137 changes: 133 additions & 4 deletions markup/pandoc/convert_test.go
Original file line number Diff line number Diff line change
Expand Up @@ -25,7 +25,7 @@ import (
qt "github.com/frankban/quicktest"
)

func TestConvert(t *testing.T) {
func setupTestConverter(t *testing.T) (*qt.C, converter.Converter, converter.ProviderConfig) {
if !Supports() {
t.Skip("pandoc not installed")
}
Expand All @@ -34,11 +34,140 @@ func TestConvert(t *testing.T) {
var err error
sc.Exec.Allow, err = security.NewWhitelist("pandoc")
c.Assert(err, qt.IsNil)
p, err := Provider.New(converter.ProviderConfig{Exec: hexec.New(sc, "", loggers.NewDefault()), Logger: loggers.NewDefault()})
cfg := converter.ProviderConfig{Exec: hexec.New(sc, "", loggers.NewDefault()), Logger: loggers.NewDefault()}
p, err := Provider.New(cfg)
c.Assert(err, qt.IsNil)
conv, err := p.New(converter.DocumentContext{})
c.Assert(err, qt.IsNil)
b, err := conv.Convert(converter.RenderContext{Src: []byte("testContent")})
return c, conv, cfg
}

func TestConvert(t *testing.T) {
c, conv, _ := setupTestConverter(t)
output, err := conv.Convert(converter.RenderContext{Src: []byte("testContent")})
c.Assert(err, qt.IsNil)
c.Assert(string(b.Bytes()), qt.Equals, "<p>testContent</p>\n")
c.Assert(string(output.Bytes()), qt.Equals, "<p>testContent</p>\n")
}

func runCiteprocTest(t *testing.T, content string, expectContained []string, expectNotContained []string) {
c, conv, cfg := setupTestConverter(t)
if !supportsCitations(cfg) {
t.Skip("pandoc does not support citations")
}
output, err := conv.Convert(converter.RenderContext{Src: []byte(content)})
c.Assert(err, qt.IsNil)
for _, expected := range expectContained {
c.Assert(string(output.Bytes()), qt.Contains, expected)
}
for _, notExpected := range expectNotContained {
c.Assert(string(output.Bytes()), qt.Not(qt.Contains), notExpected)
}
}

func TestGetPandocVersionCallTwice(t *testing.T) {
c, _, cfg := setupTestConverter(t)

version1, err1 := getPandocVersion(cfg)
version2, err2 := getPandocVersion(cfg)
c.Assert(version1, qt.Equals, version2)
c.Assert(err1, qt.IsNil)
c.Assert(err2, qt.IsNil)
}

func TestPandocVersionEquality(t *testing.T) {
c := qt.New(t)
v1 := pandocVersion{1, 0}
v2 := pandocVersion{2, 0}
v2_2 := pandocVersion{2, 2}
v1_2 := pandocVersion{1, 2}
v2_11 := pandocVersion{2, 11}
v3_9 := pandocVersion{3, 9}
v1_15 := pandocVersion{1, 15}

c.Assert(v1.greaterThanOrEqual(v1), qt.IsTrue)

c.Assert(v1.greaterThanOrEqual(v2), qt.IsFalse)
c.Assert(v2.greaterThanOrEqual(v1), qt.IsTrue)

c.Assert(v2.greaterThanOrEqual(v2_2), qt.IsFalse)
c.Assert(v2_2.greaterThanOrEqual(v2), qt.IsTrue)

c.Assert(v2_2.greaterThanOrEqual(v1_2), qt.IsTrue)
c.Assert(v1_2.greaterThanOrEqual(v2_2), qt.IsFalse)

c.Assert(v2_11.greaterThanOrEqual(v2_2), qt.IsTrue)
c.Assert(v2_2.greaterThanOrEqual(v2_11), qt.IsFalse)

c.Assert(v3_9.greaterThanOrEqual(v2_11), qt.IsTrue)
c.Assert(v2_11.greaterThanOrEqual(v3_9), qt.IsFalse)

c.Assert(v2_11.greaterThanOrEqual(v1_15), qt.IsTrue)
c.Assert(v1_15.greaterThanOrEqual(v2_11), qt.IsFalse)
}

func TestCiteprocWithHugoMeta(t *testing.T) {
content := `
---
title: Test
published: 2022-05-30
---
testContent
`
expected := []string{"testContent"}
unexpected := []string{"Doe", "Mustermann", "2022", "Treatise"}
runCiteprocTest(t, content, expected, unexpected)
}

func TestCiteprocWithPandocMeta(t *testing.T) {
content := `
---
---
---
...
testContent
`
expected := []string{"testContent"}
unexpected := []string{"Doe", "Mustermann", "2022", "Treatise"}
runCiteprocTest(t, content, expected, unexpected)
}

func TestCiteprocWithBibliography(t *testing.T) {
content := `
---
---
---
bibliography: testdata/bibliography.bib
...
testContent
`
expected := []string{"testContent"}
unexpected := []string{"Doe", "Mustermann", "2022", "Treatise"}
runCiteprocTest(t, content, expected, unexpected)
}

func TestCiteprocWithExplicitCitation(t *testing.T) {
content := `
---
---
---
bibliography: testdata/bibliography.bib
...
@Doe2022
`
expected := []string{"Doe", "Mustermann", "2022", "Treatise"}
runCiteprocTest(t, content, expected, []string{})
}

func TestCiteprocWithNocite(t *testing.T) {
content := `
---
---
---
bibliography: testdata/bibliography.bib
nocite: |
@*
...
`
expected := []string{"Doe", "Mustermann", "2022", "Treatise"}
runCiteprocTest(t, content, expected, []string{})
}
6 changes: 6 additions & 0 deletions markup/pandoc/testdata/bibliography.bib
Original file line number Diff line number Diff line change
@@ -0,0 +1,6 @@
@article{Doe2022,
author = "Jane Doe and Max Mustermann",
title = "A Treatise on Hugo Tests",
journal = "Hugo Websites",
year = "2022",
}