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1#######################################################
2designspaceLib: Read, write, and edit designspace files
3#######################################################
4
5Implements support for reading and manipulating ``designspace`` files.
6Allows the users to define axes, rules, sources, variable fonts and instances,
7and their STAT information.
8
9.. toctree::
10   :maxdepth: 1
11
12   python
13   xml
14   scripting
15
16
17Notes
18=====
19
20Paths and filenames
21-------------------
22
23A designspace file needs to store many references to UFO files.
24
25-  designspace files can be part of versioning systems and appear on
26   different computers. This means it is not possible to store absolute
27   paths.
28-  So, all paths are relative to the designspace document path.
29-  Using relative paths allows designspace files and UFO files to be
30   **near** each other, and that they can be **found** without enforcing
31   one particular structure.
32-  The **filename** attribute in the ``SourceDescriptor`` and
33   ``InstanceDescriptor`` classes stores the preferred relative path.
34-  The **path** attribute in these objects stores the absolute path. It
35   is calculated from the document path and the relative path in the
36   filename attribute when the object is created.
37-  Only the **filename** attribute is written to file.
38-  Both **filename** and **path** must use forward slashes (``/``) as
39   path separators, even on Windows.
40
41Right before we save we need to identify and respond to the following
42situations:
43
44In each descriptor, we have to do the right thing for the filename
45attribute. Before writing to file, the ``documentObject.updatePaths()``
46method prepares the paths as follows:
47
48**Case 1**
49
50::
51
52    descriptor.filename == None
53    descriptor.path == None
54
55**Action**
56
57-  write as is, descriptors will not have a filename attr. Useless, but
58   no reason to interfere.
59
60**Case 2**
61
62::
63
64    descriptor.filename == "../something"
65    descriptor.path == None
66
67**Action**
68
69-  write as is. The filename attr should not be touched.
70
71**Case 3**
72
73::
74
75    descriptor.filename == None
76    descriptor.path == "~/absolute/path/there"
77
78**Action**
79
80-  calculate the relative path for filename. We're not overwriting some
81   other value for filename, it should be fine.
82
83**Case 4**
84
85::
86
87    descriptor.filename == '../somewhere'
88    descriptor.path == "~/absolute/path/there"
89
90**Action**
91
92-  There is a conflict between the given filename, and the path. The
93   difference could have happened for any number of reasons. Assuming
94   the values were not in conflict when the object was created, either
95   could have changed. We can't guess.
96-  Assume the path attribute is more up to date. Calculate a new value
97   for filename based on the path and the document path.
98
99Recommendation for editors
100--------------------------
101
102-  If you want to explicitly set the **filename** attribute, leave the
103   path attribute empty.
104-  If you want to explicitly set the **path** attribute, leave the
105   filename attribute empty. It will be recalculated.
106-  Use ``documentObject.updateFilenameFromPath()`` to explicitly set the
107   **filename** attributes for all instance and source descriptors.
108
109
110Common Lib Key Registry
111=======================
112
113public.skipExportGlyphs
114-----------------------
115
116This lib key works the same as the UFO lib key with the same name. The
117difference is that applications using a Designspace as the corner stone of the
118font compilation process should use the lib key in that Designspace instead of
119any of the UFOs. If the lib key is empty or not present in the Designspace, all
120glyphs should be exported, regardless of what the same lib key in any of the
121UFOs says.
122
123public.fontInfo
124-----------------------
125
126This lib key, when included in the ``<lib>`` element inside an ``<instance>``
127or ``<variable-font>`` tag, or the ``<lib>`` element at the root of a
128designspace document, allows for direct manipulation of font info data in
129instances and variable fonts. The lib value must follow the
130`UFO3 fontinfo.plist specification <https://unifiedfontobject.org/versions/ufo3/fontinfo.plist/>`_,
131and should functionally appear to be a property list dictionary with the same
132structure as the ``fontinfo.plist`` file in a UFO.
133
134All font info items in the UFO fontinfo.plist specification should be able to
135be defined in the ``public.fontInfo`` lib. Checking validity of the data using
136``fontTools.ufoLib.validators`` is recommended but not required.
137
138All font info items for a variable font or an instance must be inherited using
139the following order, in order of descending priority:
140
141#. The ``public.fontInfo`` key in the ``<lib>`` element of the ``<variable-font>``
142   or ``<instance>`` elements.
143#. XML attributes for names (i.e. ``familyname``, ``stylename``, etc.), if the
144   target is an ``<instance>`` element.
145#. The ``public.fontInfo`` key found in the ``<lib>`` element of the designspace
146   document's root.
147#. The ``fontinfo.plist`` in the UFO source at the origin of the interpolation
148   space.
149
150Absence of a font info key from the value of a ``public.fontInfo`` lib does
151**not** mean a that piece of font info should be interpreted as being undefined.
152A tool generating the variable font or instance should recursively continue on
153to the next level of the inheritence order and apply the value found there, if
154any. If the tool makes it to the end of the inheritence order without finding a
155valid value for a given font info key, it should then be considered undefined.
156In the case of any conflicting values for a font info key, the value highest in
157the inheritance order must be chosen over the others.
158
159Implementation and differences
160==============================
161
162The designspace format has gone through considerable development.
163
164 -  the format was originally written for MutatorMath.
165 -  the format is now also used in fontTools.varLib.
166 -  not all values are be required by all implementations.
167
168varLib vs. MutatorMath
169----------------------
170
171There are some differences between the way MutatorMath and fontTools.varLib handle designspaces.
172
173 -  varLib does not support anisotropic interpolations.
174 -  MutatorMath will extrapolate over the boundaries of
175    the axes. varLib can not (at the moment).
176 -  varLib requires much less data to define an instance than
177    MutatorMath.
178 -  The goals of varLib and MutatorMath are different, so not all
179    attributes are always needed.
180
181
182Rules and generating static UFO instances
183-----------------------------------------
184
185When making instances as UFOs from a designspace with rules, it can
186be useful to evaluate the rules so that the characterset of the UFO
187reflects, as much as possible, the state of a variable font when seen
188at the same location. This can be done by some swapping and renaming of
189glyphs.
190
191While useful for proofing or development work, it should be noted that
192swapping and renaming leaves the UFOs with glyphnames that are no longer
193descriptive. For instance, after a swap ``dollar.bar`` could contain a shape
194without a bar. Also, when the swapped glyphs are part of other GSUB variations
195it can become complex very quickly. So proceed with caution.
196
197 -  Assuming ``rulesProcessingLast = True``:
198 -  We need to swap the glyphs so that the original shape is still available.
199    For instance, if a rule swaps ``a`` for ``a.alt``, a glyph
200    that references ``a`` in a component would then show the new ``a.alt``.
201 -  But that can lead to unexpected results, the two glyphs may have different
202    widths or height. So, glyphs that are not specifically referenced in a rule
203    **should not change appearance**. That means that the implementation that swaps
204    ``a`` and ``a.alt`` also swap all components that reference these
205    glyphs in order to preserve their appearance.
206 -  The swap function also needs to take care of swapping the names in
207    kerning data and any GPOS code.
208
209Version history
210===============
211
212Version 5.1
213-----------
214
215The format was extended to support arbitrary mapping between input and output
216designspace locations. The ``<axes>`` elements now can have a ``<mappings>``
217element that specifies such mappings, which when present carries data that is
218used to compile to an ``avar`` version 2 table.
219
220Version 5.0
221-----------
222
223The format was extended to describe the entire design space of a reasonably
224regular font family in one file, with global data about the family to reduce
225repetition in sub-sections. "Reasonably regular" means that the sources and
226instances across the previously multiple Designspace files are positioned on a
227grid and derive their metadata (like style name) in a way that's compatible with
228the STAT model, based on their axis positions. Axis mappings must be the same
229across the entire space.
230
2311. Each axis can have labels attached to stops within the axis range, analogous to the
232   `OpenType STAT <https://docs.microsoft.com/en-us/typography/opentype/spec/stat>`_
233   table. Free-standing labels for locations are also allowed. The data is intended
234   to be compiled into a ``STAT`` table.
2352. The axes can be discrete, to say that they do not interpolate, like a distinctly
236   constructed upright and italic variant of a family.
2373. The data can be used to derive style and PostScript names for instances.
2384. A new ``variable-fonts`` element can subdivide the Designspace into multiple subsets that
239   mix and match the globally available axes. It is possible for these sub-spaces to have
240   a different default location from the global default location. It is required if the
241   Designspace contains a discrete axis and you want to produce a variable font.
242
243What is currently not supported is e.g.
244
2451. A setup where different sources sit at the same logical location in the design space,
246   think "MyFont Regular" and "MyFont SmallCaps Regular". (this situation could be
247   encoded by adding a "SmallCaps" discrete axis, if that makes sense).
2482. Anisotropic locations for axis labels.
249
250Older versions
251--------------
252
253-  In some implementations that preceed Variable Fonts, the `copyInfo`
254   flag in a source indicated the source was to be treated as the default.
255   This is no longer compatible with the assumption that the default font
256   is located on the default value of each axis.
257-  Older implementations did not require axis records to be present in
258   the designspace file. The axis extremes for instance were generated
259   from the locations used in the sources. This is no longer possible.
260
261