624 lines
20 KiB
Lua
624 lines
20 KiB
Lua
-- text-crossrefs.lua
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-- A Pandoc Lua filter that extends Pandoc's cross-referencing abilities
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-- with references to any portion of text
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-- by its page number, its note number (when applicable)
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-- or an arbitrary reference type (with ConTeXt or LaTeX output).
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-- Copyright 2024 Bastien Dumont (bastien.dumont [at] posteo.net)
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-- This file is under the MIT License: see LICENSE for more details
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local stringify = pandoc.utils.stringify
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local TEXT_CROSSREF_CLASS = 'tcrf'
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local REF_TYPE_ATTR = 'reftype'
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local PREFIXED_ATTR = 'prefixref'
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local PLACE_LABEL_ATTR = 'refanchor'
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local IS_CONFIG_ARRAY = { ['additional_types'] = true }
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local RAW_ATTRIBUTE
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-- ConTeXt-specific tweak in order to add the label to the footnote
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--[[
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Placing the label in square brackets immediatly after \footnote
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in the regular way would require unpacking the content
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of the Note and wrapping them with the RawInlines
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'\footnote[note:' .. label .. ']{' and '}'.
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However, Notes have the strange property of being Inlines
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that contain Blocks, so this would result in Blocks being
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brought into the content of the object that contains the Note,
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which would be invalid.
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That's why we place the label at the end of the \footnote
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and redefine the macro so that it takes it into account.
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]]--
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local function support_footnote_label_ConTeXt(metadata)
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if RAW_ATTRIBUTE == 'context' then
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local label_macro_def = '\n\\def\\withfirstopt[#1]#2{#2[#1]}\n'
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if not metadata['header-includes'] then
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metadata['header-includes'] = pandoc.MetaBlocks(pandoc.RawBlock('context', ''))
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end
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metadata['header-includes']:insert(pandoc.RawBlock('context', label_macro_def))
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end
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return metadata
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end
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-- Configuration
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local function define_raw_attribute()
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if FORMAT == 'native' then
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RAW_ATTRIBUTE = pandoc.system.environment().TESTED_FORMAT
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elseif FORMAT == 'docx' then
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RAW_ATTRIBUTE = 'openxml'
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elseif FORMAT == 'odt' or FORMAT == 'opendocument' then
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RAW_ATTRIBUTE = 'opendocument'
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elseif FORMAT == 'context' or FORMAT == 'latex' then
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RAW_ATTRIBUTE = FORMAT
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else
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error(FORMAT ..
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' output not supported by text-crossrefs.lua.')
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end
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end
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local function define_label_template()
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if RAW_ATTRIBUTE == 'opendocument' or RAW_ATTRIBUTE == 'openxml' then
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IS_LABEL_SET_BY_PANDOC = true
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elseif RAW_ATTRIBUTE == 'context' then
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if PANDOC_VERSION < pandoc.types.Version('2.14') then
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LABEL_TEMPLATE = '\\pagereference[{{label}}]'
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else
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IS_LABEL_SET_BY_PANDOC = true
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end
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elseif RAW_ATTRIBUTE == 'latex' then
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if PANDOC_VERSION < pandoc.types.Version('3.1.7') then
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LABEL_TEMPLATE = '\\label{{{label}}}'
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else
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IS_LABEL_SET_BY_PANDOC = true
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end
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end
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end
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local config = {
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page_prefix = 'p. ',
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pages_prefix = 'pp. ',
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note_prefix = 'n. ',
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notes_prefix = 'nn. ',
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pagenote_first_type = 'page',
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pagenote_separator = ', ',
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pagenote_at_end = '',
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pagenote_factorize_first_prefix_in_enum = 'no',
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multiple_delimiter = ', ',
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multiple_before_last = ' and ',
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references_range_separator = '>',
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range_separator = '–',
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references_enum_separator = ', ',
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only_explicit_labels = 'false',
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default_reftype = 'page',
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default_prefixref = 'yes',
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filelabel_ref_separator = '::',
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range_delim_crossrefenum = ' to ',
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additional_types = {}
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}
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local accepted_types = {
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page = true,
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note = true,
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pagenote = true
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}
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local function format_config_to_openxml()
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local to_format = { 'page_prefix',
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'pages_prefix',
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'note_prefix',
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'notes_prefix',
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'pagenote_separator',
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'pagenote_at_end',
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'range_separator',
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'multiple_delimiter',
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'multiple_before_last' }
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for i = 1, #to_format do
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config[to_format[i]] = '<w:r><w:t xml:space="preserve">' ..
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config[to_format[i]] .. '</w:t></w:r>'
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end
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end
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local function set_configuration_item_from_metadata(item, metamap)
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metakey = 'tcrf-' .. string.gsub(item, '_', '-')
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if metamap[metakey] then
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if IS_CONFIG_ARRAY[item] then
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-- The metadata values is a list of MetaInlines,
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-- each of them contains a single Str.
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for _, value_metalist in ipairs(metamap[metakey]) do
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table.insert(config[item], value_metalist[1].text)
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end
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else
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-- The metadata value is a single Str in a MetaInlines.
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config[item] = metamap[metakey][1].text
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end
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end
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end
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local function configure(metadata)
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define_raw_attribute()
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define_label_template()
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for item, _ in pairs(config) do
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set_configuration_item_from_metadata(item, metadata)
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end
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if RAW_ATTRIBUTE == 'openxml' then
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format_config_to_openxml()
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end
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if RAW_ATTRIBUTE == 'context' or RAW_ATTRIBUTE == 'latex' then
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for _, additional_type in ipairs(config.additional_types) do
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accepted_types[additional_type] = true
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end
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end
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end
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-- End of configuration
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-- Preprocessing of identifiers on notes
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-- Necessary for those output format where a note can be referred to
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-- only via an identifier directly attached to it, not to its content
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local spans_to_note_labels = {}
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local current_odt_note_index = 0
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local is_first_span_in_note = true
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local current_note_label
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local text_to_note_labels = {}
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local function map_span_to_label(span)
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if RAW_ATTRIBUTE == 'opendocument' then
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spans_to_note_labels[span.identifier] = 'ftn' .. current_odt_note_index
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elseif RAW_ATTRIBUTE == 'openxml' or RAW_ATTRIBUTE == 'context' then
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if is_first_span_in_note then
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current_note_label = span.identifier
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is_first_span_in_note = false
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end
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spans_to_note_labels[span.identifier] = current_note_label
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end
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end
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local function map_spans_to_labels(container)
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for i = 1, #container.content do
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-- The tests must be separate in order to support spans inside spans.
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if container.content[i].t == 'Span'
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and container.content[i].identifier
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then
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map_span_to_label(container.content[i])
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end
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if container.content[i].content then
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map_spans_to_labels(container.content[i])
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end
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end
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end
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local function map_spans_to_notelabels(note)
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if RAW_ATTRIBUTE == 'context'
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or RAW_ATTRIBUTE == 'opendocument'
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or RAW_ATTRIBUTE == 'openxml'
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then
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is_first_span_in_note = true
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map_spans_to_labels(note)
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current_odt_note_index = current_odt_note_index + 1
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end
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end
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local function control_label_placement(span)
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local label_placement = span.attributes[PLACE_LABEL_ATTR]
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if label_placement then
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local id = span.identifier
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if label_placement == 'end' then
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span.content:insert(pandoc.Span({}, { id = id }))
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span.identifier = nil
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elseif label_placement == 'both' then
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span.content:insert(1, pandoc.Span({}, { id = id .. '-beg' })) -- for DOCX/ODT
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span.content:insert(pandoc.Span({}, { id = id .. '-end' }))
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span.identifier = nil
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elseif label_placement ~= 'beg' then
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error('Invalid value ' .. label_placement .. ' on attribute ' .. PLACE_LABEL_ATTR .. ': ' ..
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'shoud be “beg” (default), “end” of “both”.')
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end
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end
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return span
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end
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local function make_label(label)
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-- pandoc.Null() cannot be used here because it is a Block element.
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local label_pandoc_object = pandoc.Str('')
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if not IS_LABEL_SET_BY_PANDOC then
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local label_rawcode = string.gsub(LABEL_TEMPLATE, '{{label}}', label)
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label_pandoc_object = pandoc.RawInline(RAW_ATTRIBUTE, label_rawcode)
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end
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return label_pandoc_object
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end
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local function labelize_span(span)
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if span.identifier ~= '' then
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local label = span.identifier
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local label_begin = make_label(label, 'begin')
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return { label_begin, span }
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end
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end
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local current_note_labels = {}
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local collect_note_labels = {
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Span = function(span)
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if span.identifier ~= ''
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and (config.only_explicit_labels == 'false' or span.classes:includes('label'))
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then
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table.insert(current_note_labels, span.identifier)
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end
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end
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}
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local function make_notelabel(pos)
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-- About the strategy followed with ConTeXt,
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-- see above support_footnote_label_ConTeXt.
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local raw_code = ''
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if pos == 'begin' then
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if RAW_ATTRIBUTE == 'openxml' then
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raw_code = string.gsub(
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'<w:bookmarkStart w:id="{{label}}_Note" w:name="{{label}}_Note"/>',
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'{{label}}', current_note_labels[1])
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elseif RAW_ATTRIBUTE == 'context' then
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raw_code = '\\withfirstopt[note:' .. current_note_labels[1] .. ']'
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end
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elseif pos == 'end' then
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if RAW_ATTRIBUTE == 'openxml' then
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raw_code = string.gsub('<w:bookmarkEnd w:id="{{label}}_Note"/>',
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'{{label}}', current_note_labels[1])
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end
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end
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return pandoc.RawInline(RAW_ATTRIBUTE, raw_code)
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end
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local function labelize_note(note)
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local labelized_note
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local label_begin = make_notelabel('begin')
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local label_end = make_notelabel('end')
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return { label_begin, note, label_end }
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end
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local function map_text_to_note_labels(current_note_labels)
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local note_label = 'note:' .. current_note_labels[1]
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for _, text_label in ipairs(current_note_labels) do
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text_to_note_labels[text_label] = note_label
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end
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end
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function set_notelabels(note)
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current_note_labels = {}
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pandoc.walk_inline(note, collect_note_labels)
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if #current_note_labels > 0 then
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map_text_to_note_labels(current_note_labels)
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return labelize_note(note)
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end
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end
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-- End of preprocessing of identifiers on notes
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-- Gathering of data from the references span
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local function new_ref(anchor, end_of_range)
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-- A ref is a string-indexed table containing an "anchor" field
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-- and an optionnal "end_of_range" field.
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-- When "end_of_range" is non-nil, the ref is a range.
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local ref = {}
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ref.anchor = anchor
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ref.end_of_range = end_of_range
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return ref
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end
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local function is_ref_external(raw_references)
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if string.find(raw_references, config.filelabel_ref_separator, 1, true) then
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return true
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else
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return false
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end
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end
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local function parse_possible_range(reference)
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-- If reference is a string representing a range,
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-- returns the strings representing the boundaries of the range.
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-- Else, returns the string.
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local range_first, range_second = nil
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local delim_beg, delim_end = string.find(reference,
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config.references_range_separator,
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1, true)
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if delim_beg then
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range_first = string.sub(reference, 1, delim_beg - 1)
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range_second = string.sub(reference, delim_end + 1)
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end
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return (range_first or reference), range_second
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end
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local function parse_next_reference(raw_references, beg_of_search)
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-- Returns the ref corresponding to the next reference string
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-- and the index which the parsing should be resumed at.
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local current_ref = false
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local next_ref_beg = nil
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if beg_of_search < #raw_references then
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-- The delimiter can be composed of more than one character.
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local delim_beg, delim_end = string.find(raw_references,
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config.references_enum_separator,
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beg_of_search, true)
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if delim_beg then
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reference = string.sub(raw_references, beg_of_search, delim_beg - 1)
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next_ref_beg = delim_end + 1
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else
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reference = string.sub(raw_references, beg_of_search)
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next_ref_beg = #raw_references
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end
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current_ref = new_ref(parse_possible_range(reference))
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end
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return current_ref, next_ref_beg
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end
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local function parse_references_enum(raw_references)
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-- raw_refs is a string consisting of a list of single references or ranges.
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-- Returns an array of refs produced by "new_ref" above.
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local parsed_refs = {}
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local current_ref, next_ref_beg = parse_next_reference(raw_references, 1)
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while current_ref do
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table.insert(parsed_refs, current_ref)
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current_ref, next_ref_beg =
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parse_next_reference(raw_references, next_ref_beg)
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end
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return parsed_refs
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end
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local function error_on_attr(attr_key, attr_value, span_content)
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error('Invalid value "' .. attr_value .. '" for attribute "' .. attr_key ..
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'" in the span with class "' .. TEXT_CROSSREF_CLASS ..
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'" whose content is "' .. stringify(span_content) .. '".')
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end
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local function get_ref_type(span)
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local ref_type = span.attributes[REF_TYPE_ATTR] or config.default_reftype
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if not accepted_types[ref_type] then
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error_on_attr(REF_TYPE_ATTR, ref_type, span.content)
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end
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return ref_type
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end
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local function if_prefixed(span)
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local prefixed_attr_value = span.attributes[PREFIXED_ATTR] or config.default_prefixref
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if prefixed_attr_value ~= 'yes' and prefixed_attr_value ~= 'no' then
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error_on_attr(PREFIXED_ATTR, prefixed_attr_value, span.content)
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end
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local is_prefixed = true
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if prefixed_attr_value == 'no' then is_prefixed = false end
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return is_prefixed
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end
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-- End of gathering of data from the references span
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-- Formatting references as raw inlines.
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local function make_crossrefenum_first_arg(ref_type)
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local ref_type_is_explicit = ref_type ~= config.default_reftype
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local crossrefenum_first_arg = ''
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if ref_type_is_explicit then
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crossrefenum_first_arg = '[' .. ref_type .. ']'
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end
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return crossrefenum_first_arg
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end
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local function make_crossrefenum_second_arg(is_prefixed)
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local is_prefixed_is_explicit = is_prefixed ~= (config.default_prefixref == 'yes')
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local crossrefenum_second_arg = ''
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local is_prefixed_string = ''
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if is_prefixed_is_explicit then
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if is_prefixed then
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is_prefixed_string = 'withprefix'
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else
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is_prefixed_string = 'noprefix'
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end
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crossrefenum_second_arg = '[' .. is_prefixed_string .. ']'
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end
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return crossrefenum_second_arg
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end
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local function make_crossrefenum_references_list(refs, ref_type)
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local crossrefenum_references_list = ''
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for i = 1, #refs do
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local ref = refs[i]
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local anchor = ref.anchor
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if FORMAT == 'context'
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and (ref_type == 'note' or ref_type == 'pagenote')
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then
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anchor = text_to_note_labels[anchor]
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end
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local texified_ref = '{' .. anchor
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if ref.end_of_range then
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texified_ref = texified_ref .. config.range_delim_crossrefenum .. ref.end_of_range
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end
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texified_ref = texified_ref .. '}'
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crossrefenum_references_list = crossrefenum_references_list .. texified_ref
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end
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return crossrefenum_references_list
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end
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local function make_raw_content_tex(refs, ref_type, is_prefixed)
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local texified_references = ''
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texified_references = '\\crossrefenum'
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.. make_crossrefenum_first_arg(ref_type)
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.. make_crossrefenum_second_arg(is_prefixed)
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.. '{' .. make_crossrefenum_references_list(refs, ref_type) .. '}'
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return texified_references
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end
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local function make_prefix_xml(ref_type, is_plural)
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local prefix = ''
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if is_plural then
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prefix = config[ref_type .. 's_prefix']
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else
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prefix = config[ref_type .. '_prefix']
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end
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return prefix
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end
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local function make_page_reference_xml(target, is_prefixed)
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local xml_page_ref = ''
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if is_prefixed then
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xml_page_ref = make_prefix_xml('page', false)
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end
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if RAW_ATTRIBUTE == 'opendocument' then
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xml_page_ref = xml_page_ref ..
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'<text:bookmark-ref ' ..
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' text:reference-format="page" text:ref-name="' ..
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target .. '">000</text:bookmark-ref>'
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elseif RAW_ATTRIBUTE == 'openxml' then
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xml_page_ref = xml_page_ref ..
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'<w:r><w:fldChar w:fldCharType="begin" w:dirty="true"/></w:r>' ..
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'<w:r><w:instrText xml:space="preserve"> PAGEREF ' ..
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target .. ' \\h </w:instrText></w:r>' ..
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'<w:r><w:fldChar w:fldCharType="separate"/></w:r>' ..
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'<w:r><w:t>000</w:t></w:r>' ..
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'<w:r><w:fldChar w:fldCharType="end"/></w:r>'
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end
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return xml_page_ref
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end
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local function make_pagerange_reference_xml(first, second, is_prefixed)
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local prefix = ''
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if is_prefixed then prefix = make_prefix_xml('page', true) end
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return prefix .. make_page_reference_xml(first, false) ..
|
||
config.range_separator .. make_page_reference_xml(second, false)
|
||
end
|
||
|
||
local function make_note_reference_xml(target, is_prefixed)
|
||
local note_ref_xml = ''
|
||
if is_prefixed then
|
||
note_ref_xml = make_prefix_xml('note', false)
|
||
end
|
||
if RAW_ATTRIBUTE == 'opendocument' then
|
||
note_ref_xml = note_ref_xml ..
|
||
'<text:note-ref text:note-class="footnote"' ..
|
||
' text:reference-format="text" text:ref-name="' ..
|
||
(spans_to_note_labels[target] or '') .. '">000</text:note-ref>'
|
||
elseif RAW_ATTRIBUTE == 'openxml' then
|
||
note_ref_xml = note_ref_xml ..
|
||
'<w:r><w:fldChar w:fldCharType="begin" w:dirty="true"/></w:r>' ..
|
||
'<w:r><w:instrText xml:space="preserve"> NOTEREF ' ..
|
||
(spans_to_note_labels[target] or '') .. '_Note' .. ' \\h </w:instrText></w:r>' ..
|
||
'<w:r><w:fldChar w:fldCharType="separate"/></w:r>' ..
|
||
'<w:r><w:t>000</w:t></w:r>' ..
|
||
'<w:r><w:fldChar w:fldCharType="end"/></w:r>'
|
||
end
|
||
return note_ref_xml
|
||
end
|
||
|
||
local function make_pagenote_reference_xml(target, is_prefixed)
|
||
local pagenote_ref_xml = ''
|
||
if is_prefixed then
|
||
pagenote_ref_xml = make_prefix_xml(config.pagenote_first_type, false)
|
||
end
|
||
if config.pagenote_first_type == 'page' then
|
||
pagenote_ref_xml = pagenote_ref_xml ..
|
||
make_page_reference_xml(target, false) ..
|
||
config.pagenote_separator .. make_note_reference_xml(target, true) ..
|
||
config.pagenote_at_end
|
||
elseif config.pagenote_first_type == 'note' then
|
||
pagenote_ref_xml = pagenote_ref_xml ..
|
||
make_note_reference_xml(target, false) ..
|
||
config.pagenote_separator .. make_page_reference_xml(target, true) ..
|
||
config.pagenote_at_end
|
||
else
|
||
error('“tcrf-pagenote-first-type” must be set either to “page” or “note”.')
|
||
end
|
||
return pagenote_ref_xml
|
||
end
|
||
|
||
local function make_reference_xml(ref, ref_type, is_prefixed)
|
||
local reference_xml = ''
|
||
if ref_type == 'page' and ref.end_of_range then
|
||
reference_xml =
|
||
make_pagerange_reference_xml(ref.anchor, ref.end_of_range, is_prefixed)
|
||
elseif ref_type == 'page' then
|
||
reference_xml = make_page_reference_xml(ref.anchor, is_prefixed)
|
||
elseif ref_type == 'note' then
|
||
reference_xml = make_note_reference_xml(ref.anchor, is_prefixed)
|
||
elseif ref_type == 'pagenote' then
|
||
reference_xml = make_pagenote_reference_xml(ref.anchor, is_prefixed)
|
||
end
|
||
return reference_xml
|
||
end
|
||
|
||
local function make_global_prefix_xml(ref_type)
|
||
local global_prefix_xml = ''
|
||
local prefix_type = ref_type
|
||
if ref_type == 'pagenote' then
|
||
prefix_type = config.pagenote_first_type
|
||
end
|
||
global_prefix_xml = make_prefix_xml(prefix_type, true)
|
||
return global_prefix_xml
|
||
end
|
||
|
||
local function make_references_xml(refs, ref_type, is_prefixed)
|
||
local references_xml = ''
|
||
for i = 1, #refs do
|
||
references_xml = references_xml ..
|
||
make_reference_xml(refs[i], ref_type, is_prefixed)
|
||
if i < #refs then
|
||
if i < #refs - 1 then
|
||
references_xml = references_xml .. config.multiple_delimiter
|
||
else
|
||
references_xml = references_xml .. config.multiple_before_last
|
||
end
|
||
end
|
||
end
|
||
return references_xml
|
||
end
|
||
|
||
local function make_raw_content_xml(refs, ref_type, is_prefixed)
|
||
local is_enumeration = #refs > 1
|
||
local global_prefix = ''
|
||
if is_enumeration and is_prefixed
|
||
and (ref_type ~= 'pagenote'
|
||
or pagenote_factorize_first_prefix_in_enum == 'yes')
|
||
then
|
||
global_prefix = make_global_prefix_xml(ref_type)
|
||
is_prefixed = false
|
||
end
|
||
local references_raw_xml = make_references_xml(refs, ref_type, is_prefixed)
|
||
return global_prefix .. references_raw_xml
|
||
end
|
||
|
||
local function make_raw_content(refs, ref_type, is_prefixed)
|
||
local raw_content = ''
|
||
if RAW_ATTRIBUTE == 'context' or RAW_ATTRIBUTE == 'latex' then
|
||
raw_content = make_raw_content_tex(refs, ref_type, is_prefixed)
|
||
else
|
||
raw_content = make_raw_content_xml(refs, ref_type, is_prefixed)
|
||
end
|
||
return raw_content
|
||
end
|
||
|
||
local function format_references(refs, ref_type, is_prefixed)
|
||
local raw_content = make_raw_content(refs, ref_type, is_prefixed)
|
||
return pandoc.RawInline(RAW_ATTRIBUTE, raw_content)
|
||
end
|
||
|
||
local function format_enum(span)
|
||
-- A reference is a Str contained in a span representing a label or a range of labels.
|
||
-- A ref is a ref object produced by the function "new_ref" defined above.
|
||
if span.classes:includes(TEXT_CROSSREF_CLASS)
|
||
and not(is_ref_external(stringify(span.content)))
|
||
then
|
||
local refs = parse_references_enum(stringify(span.content))
|
||
local ref_type = get_ref_type(span)
|
||
local is_prefixed = if_prefixed(span)
|
||
span.content = format_references(refs, ref_type, is_prefixed)
|
||
end
|
||
return span
|
||
end
|
||
|
||
return {
|
||
{ Meta = configure },
|
||
{ Meta = support_footnote_label_ConTeXt },
|
||
{ Note = set_notelabels },
|
||
{ Note = map_spans_to_notelabels },
|
||
{ Span = control_label_placement },
|
||
{ Span = labelize_span },
|
||
{ Span = format_enum }
|
||
}
|