Check Installer Pkgs for deprecated scripts

macOS 10.15 Catalina will deprecate the built-in /bin/bash. I have talked about this at length.

The release notes for Catalina also tell us that other built-in scripting runtimes, namely Python, Perl, and Ruby. Will not be included in future macOS releases (post-Catalina) any more.

This means, that if you want to use bash, Python, Perl, or Ruby on macOS, you will have to install, and maintain your own version in the future.

However, scripts in installation packages, cannot rely on any of these interpreters being available in future, post-Catalina versions of macOS. Installer pkgs can be run in all kinds of environments and at all times, and you would not want them to fail, because a dependency is missing.

The good news is that we still have time. All the runtimes mentioned above are still present in Catalina, so the packages will continue to work for now. But if you are building installation scripts, you need to check if any of the installation scripts use one of these interpreters and fix them.

I recommend to use /bin/sh for installation scripts, since that will run in any macOS context, even the Recovery system.

If you are using third-party installer packages, you may also want to check them for these interpreters, and notify the developer that these packages will break in future versions of macOS.

To check a flat installer package, you would expand it with pkgutil --expand and then look at script files in the Scripts folder. This will work fine for a package or two, but gets tedious really quickly, especially with large distribution pkgs with many components (e.g. Office).

So… I wrote a script to do it. The script should handle normal component pkgs, distribution pkgs and the legacy bundle pkgs and mpkgs.

You can get the pkgcheck script from my Github repo.

What the script does

Once I had written the code to inspect all these types of pkgs, I realized I could grab all other kinds of information, as well. The pkgcheck.sh script will check for:

  • Signature and Notarization
  • Type of Package: Component, Distribution, legacy bundle or mpkg
  • Identifier and version (when present)
  • Install-location
  • for Distribution and mpkg types, shows the information for all components as well
  • for every script in a pkg or component, checks the first line of the script for shebangs of the deprecated interpreters (/bin/bash, /usr/bin/python, /usr/bin/perl, and /usr/bin/ruby) and print a warning when found

How to run pkgcheck.sh

Run the script with the target pkg file as an argument:

% ./pkgcheck.sh sample.pkg

You can give more than one file:

% ./pkgcheck.sh file1.pkg file2.pkg ...

When you pass a directory, pkgcheck.sh will recursively search for all files or bundle directories with the pkg or mpkg extension in that directory:

% ./pkgcheck.sh SamplePkgs

Features and Errors

There are a few more things that I think might be useful to check in this script. Most of all, I want to add an indicator whether a component is enabled by default or not. If you can think of any other valuable data to display, let me know. (Issue or Pull Request or just ping me on MacAdmins Slack)

I have tested the script against many pkgs that I came across. However, there are likely edge cases that I haven’t anticipated, which might break the script. If you run into any of those, let me know. (File an Issue or Pull Request.) Having the troublesome pkg would of course be a great help.

Note: the script will create a scratch directory for temporary file extractions. The script doesn’t actually expand the entire pkg file, only the Scripts sub-archive. The scratch folder will be cleaned out at the beginning of the next run, but not when the script ends, as you might want to do some further inspections.

Sample outputs

This is a sample pkg I build in my book, it has pre- and postinstall scripts using a /bin/bash shebang:

% ./pkgcheck.sh SourceCodePro-2.030d.pkg
SourceCodePro-2.030d
SamplePkgs/SourceCodePro-2.030d.pkg
Signature:      None
Notarized:      No
Type:           Flat Component PKG
Identifier:     com.example.SourceCodePro
Version:        2.030d
Location:       /
Contains 2 resource files
postinstall has shebang #!/bin/bash
preinstall has shebang #!/bin/bash

This is the experimental notarized pkg installer for desktoppr:

% ./pkgcheck.sh desktoppr-0.2.pkg
desktoppr-0.2
SamplePkgs/desktoppr-0.2.pkg
Signature:      Developer ID Installer: Armin Briegel (JME5BW3F3R)
Notarized:      Yes
Type:           Flat Component PKG
Identifier:     com.scriptingosx.desktoppr
Version:        0.2
Contains 0 resource files

And finally, this is a big one, the Microsoft Office installer: (they have some work to do to clean up those scripts)

% ./pkgcheck.sh Microsoft\ Office\ 16.27.19071500_Installer.pkg
Microsoft Office 16.27.19071500_Installer
SamplePkgs/Microsoft Office 16.27.19071500_Installer.pkg
Signature:      Developer ID Installer: Microsoft Corporation (UBF8T346G9)
Notarized:      No
Type:           Flat Distribution PKG
Contains 11 component pkgs

    Microsoft_Word_Internal
    Type:           Flat Component PKG
    Identifier:     com.microsoft.package.Microsoft_Word.app
    Version:        16.27.19071500
    Location:       /Applications
    Contains 3 resource files

    Microsoft_Excel_Internal
    Type:           Flat Component PKG
    Identifier:     com.microsoft.package.Microsoft_Excel.app
    Version:        16.27.19071500
    Location:       /Applications
    Contains 2 resource files

    Microsoft_PowerPoint_Internal
    Type:           Flat Component PKG
    Identifier:     com.microsoft.package.Microsoft_PowerPoint.app
    Version:        16.27.19071500
    Location:       /Applications
    Contains 2 resource files

    Microsoft_OneNote_Internal
    Type:           Flat Component PKG
    Identifier:     com.microsoft.package.Microsoft_OneNote.app
    Version:        16.27.19071500
    Location:       /Applications
    Contains 2 resource files

    Microsoft_Outlook_Internal
    Type:           Flat Component PKG
    Identifier:     com.microsoft.package.Microsoft_Outlook.app
    Version:        16.27.19071500
    Location:       /Applications
    Contains 2 resource files

    OneDrive
    Type:           Flat Component PKG
    Identifier:     com.microsoft.OneDrive
    Version:        19.70.410
    Location:       /Applications
    Contains 30 resource files
    postinstall has shebang #!/bin/bash
    od_logging has shebang #!/bin/bash
    od_service has shebang #!/bin/bash
    od_migration has shebang #!/bin/bash
    preinstall has shebang #!/bin/bash

    Office16_all_autoupdate
    Type:           Flat Component PKG
    Identifier:     com.microsoft.package.Microsoft_AutoUpdate.app
    Version:        4.13.19071500
    Location:       /Library/Application Support/Microsoft/MAU2.0
    Contains 2 resource files
    postinstall has shebang #!/bin/bash
    preinstall has shebang #!/bin/bash

    Office16_all_licensing
    Type:           Flat Component PKG
    Identifier:     com.microsoft.pkg.licensing
    Version:        16.27.19071500
    Location:       /
    Contains 2 resource files
    dockutil has shebang #!/usr/bin/python

    Office_fonts
    Type:           Flat Component PKG
    Identifier:     com.microsoft.package.DFonts
    Version:        0
    Location:       /private/tmp/com.microsoft.package.DFonts
    Contains 1 resource files
    postinstall has shebang #!/bin/bash

    Office_frameworks
    Type:           Flat Component PKG
    Identifier:     com.microsoft.package.Frameworks
    Version:        0
    Location:       /private/tmp/com.microsoft.package.Frameworks
    Contains 1 resource files
    postinstall has shebang #!/bin/bash

    Office_proofing
    Type:           Flat Component PKG
    Identifier:     com.microsoft.package.Proofing_Tools
    Version:        0
    Location:       /private/tmp/com.microsoft.package.Proofing_Tools
    Contains 1 resource files
    postinstall has shebang #!/bin/bash

Shellcheck and zsh

The sad news is that the shellcheck binary does not really know how to deal with zsh scripts:

% shellcheck script.zsh

In script.zsh line 1:
#!/bin/zsh
^-- SC1071: ShellCheck only supports sh/bash/dash/ksh scripts. Sorry!

You can force shellcheck to interpret a zsh script with the --shell option:

% shellcheck --shell=bash dirlist.sh

This might show errors, such as Quote to prevent word splitting/globbing which aren’t really errors in zsh so its usefulness will be limited.

If you want a specific script to be always interpreted as a bash script by shellcheck you can also add this line:

# shellcheck shell=bash

in the script, right after the shebang line.

This can be useful if you use zsh in bash emulation mode with

emulate -LR bash

Moving to zsh, part 8 – Scripting zsh

Apple has announced that in macOS 10.15 Catalina the default shell will be zsh.

In this series, I will document my experiences moving bash settings, configurations, and scripts over to zsh.

This series has grown into a book: reworked and expanded with more detail and topics. Like my other books, I plan to update and add to it after release as well, keeping it relevant and useful. You can order it on the Apple Books Store now.

This is the final article in this series. (If I ever announce an eight part series again, please somebody intervene!) However, I am quite sure it will not be the last post on zsh

All the previous posts described how zsh works as an interactive shell. The interactive shell is of course the most direct way we use a shell and configuring the shell to your taste can bring a huge boost in usefulness and productivity.

The other, equally, important aspect of a shell is running script files. In the simplest perspective, script files are just series of interactive commands, but of course they will get complex very quickly.

sh, bash, or zsh?

Should you even script in zsh? The argument for bash has been that it has been pre-installed on every Mac OS X since 10.2. The same is true for zsh, with one exception: the zsh binary is not present on the Recovery system. It is also not present on a NetInstall or External Installation System, but these are less relevant in a modern deployment workflow, which has to work with Secure Boot Macs.

If you plan to run a script from Recovery, such as an installr or bootstrappr script or as part of an MDS workflow, your only choices are /bin/sh and /bin/bash. The current /bin/bash binary is 12 years old, and Apple is messaging its demise. I would not consider that a future proof choice. So, if your script may run in a Recovery context, i would recommend /bin/sh over either /bin/bash or /bin/zsh

Since installation packages can be run from the Recovery context as well, and you cannot really always predict in which context your package will be used, I would extend the recommendation to use /bin/sh for all installation scripts as well.

While sh is surely ubiquitous, it is also a ‘lowest common denominator’, so it is not a very comfortable scripting language to work in. I recommend using shellcheck to verify all your sh scripts for bashisms that might have crept in out of habit.

When you can ensure your script will only run on a full macOS installation, zsh is good choice over sh. It is pre-installed on macOS, and it offers better and safer language options than sh and some advantages over bash, too. Deployment scripts, scripts pushed from management systems, launch daemons and launch agents, and script you write to automate your admin workflows (such as building packages) would fall in this category.

You can also choose to stick with bash, but then you should start installing and using your own bash 5 binary instead of the built in /bin/bash. This will give you newer security updates and features and good feeling that when Apple does eventually yank the /bin/bash binary, your scripts will keep working.

Admins who want to keep using Python for their scripts are facing a similar problem. Once you choose to use a non-system version of bash (or python), it is your responsibility to install and update it on all your clients. But that is what system management tools are for. We will have to get used to managing our own tools as well as the users’ tools, instead of relying on Apple.

Shebang

To switch your script from using bash to zsh, you have to change the shebang in the first line from #!/bin/bash to #!/bin/zsh.

If you want to distinguish your zsh script files, the you can also change the script’s file extension from .sh to .zsh. This will be especially helpful while you transfer scripts from bash to zsh (or sh). The file extension will have no effect on which interpreter will be used to run the script. That is determined by the shebang, but the extension provides a visible clue in the Finder and Terminal.

zsh vs bash

Since zsh derives from the same Bourne shell family as bash does, most commands, syntax, and control structures will work just the same. zsh provides alternative syntax for some of the structures.

zsh has several options to control compatibility, not only for bash, but for other shells as well. We have already seen that options can be used to enable features specific for zsh. These options can significantly change how zsh interprets your scripts.

Because you can never quite anticipate in which environment your particular zsh will be launched in, it is good practice to reset the options at the beginning of your script with the emulate command:

emulate -LR zsh

After the emulate command, you can explicitly set the shell options your script requires.

The emulate command also provides a bash emulation:

emulate -LR bash

This will change the zsh options to closely emulate bash behavior. Rather than relying on this emulation mode, I would recommend actually using bash, even if you have to install and manage a newer version yourself.

Word Splitting in Variable Substitutions

Nearly all syntax from bash scripts will ‘just work’ in zsh as well. There are just a few important differences you have to be aware of.

The most significant difference, which will affect most scripts is how zsh treats word splitting in variable substitutions.

Recap: bash behavior

In bash substituted variables are split on whitespace when the substitution is not quoted. To demonstrate, we will use a function that counts the number of arguments passed into it. This way we can see whether a variable was split or not:

#!/bin/bash
export PATH=/usr/bin:/bin:/usr/sbin:/sbin

function countArguments() {
    echo "${#@}"
}

wordlist="one two three four five"

echo "normal substitution, no quotes:"
countArguments $wordlist
# -> 5

echo "substitution with quotes"
countArguments "$wordlist"
# -> 1

In bash and sh the contents of the variable split into separate arguments when substituted without the quotes. Usually you do not want the splitting to occur. Hence the rule: “always quote variable substitutions!”

zsh behavior: no splitting

zsh will not split a variable when substituted. With zsh the contents of a variable will be kept in one piece:

#!/bin/zsh
emulate -LR zsh # reset zsh options
export PATH=/usr/bin:/bin:/usr/sbin:/sbin

function countArguments() {
    echo "${#@}"
}

wordlist="one two three four five"

echo "normal substitution, no quotes:"
countArguments $wordlist
# -> 1

echo "substitution with quotes"
countArguments "$wordlist"
# -> 1

The positive effect of this is that you do not have to worry about quoting variables all the time, making zsh less error prone, and much more like other scripting and programming languages.

Splitting Arrays

The wordlist variable in our example above is a string. Because of this it returns a count of 1, since there is only one element, the string itself.

If you want to loop through multiple elements of a list

In bash this happens, whether you want to or not, unless you explicitly tell bash not to split by quoting the variable.

In zsh, you have to explicitly tell the shell to split a string into its components. If you do this naïvely, by wrapping the string variable in the parenthesis to declare and array, it will not work:

wordlist="one two three"
wordarray=( $wordlist )

for word in $wordarray; do
    echo "->$word<-"
done

#output
->one two three<-

Note: the for loop echoes every item in the array. I have added the -> characters to make the individual items more visible. In the subsequent examples, I will not repeat the for loop, but only show its output. So the above example will be shortened to:

wordarray=( $wordlist )
->one two three<-

There are few options to do this right.

Revert to sh behavior

First, you can tell zsh to revert to the bash or sh behavior and split on any whitespace. You can do this by pre-fixing the variable substitution with an =:

wordarray=( ${=wordlist} )
->one<-
->two<-
->three<-

Note: if you find yourself using the = frequently, you can also re-enable sh style word splitting with the shwordsplit option. This will of course affect all substitutions in the script until you disable the option again.

setopt shwordsplit
wordarray=( $wordlist )
->one<-
->two<-
->three<-

This option can be very useful when you quickly need to convert a bash script to a zsh script. But you will also re-enable all the problems you had with unintentional word splitting.

Splitting Lines

If you want to be more specific and split on particular characters, zsh has a special substitution syntax for that:

macOSversion=$(sw_vers -productBuild) # 10.14.6
versionParts=${(s/./)macOSVersion}
->10<-
->14<-
->6<-

If you want to split on a newline character \n the syntax is slightly different:

citytext="New York
Rio
Tokyo"

cityarray=( ${(ps/\n/)citytext} )
->New York<-
->Rio<-
->Tokyo<-

Since newline is a common character to split text on, there is a short cut:

cityarray=( ${(f)citytext} )

Since the newline character is a legal character in file names, you should use zero-terminated strings where possible:

foundDirs=$(find /Library -type d -maxdepth 1 -print0)
dirlist=${(ps/\0/)foundDirs}

Again, there is a shortcut for this:

dirlist=${(0)foundDirs}

Array index starts at 1

Once you have split text into an array, remember, that in zsh array indices start at 1:

% versionList=( ${(s/./)$(sw_vers -productVersion)} )
% echo ${versionList[1]}
10
% echo ${versionList[2]}
14
% echo ${versionList[3]}
6

If you think this is wrong and absolutely require a zero-based index, you can set the KSH_ARRAYS shell option:

% setopt KSH_ARRAYS
% echo ${versionList[0]}
10
% echo ${versionList[1]}
14
% echo ${versionList[2]}
6
% echo ${versionList[3]}

Conclusion

Switching your scripts from bash to zsh requires a bit more work than merely switching out the shebang. However, since /bin/bash will still be present in Catalina, you do not have to move all scripts immediately.

Moving to sh instead of zsh can be safer choice, especially for package installation scripts.

In zsh, there always seems to be some option to disable or enable a particular behavior.

This concludes my series on switching to zsh on macOS. I hope you found it helpful.

After having worked with zsh for a few weeks, I already find some of its features indispensable. I am looking forward to discovering and using more features over time. When I do, I will certainly share them here.

Moving to zsh – part 7: Miscellanea

Apple has announced that in macOS 10.15 Catalina the default shell will be zsh.

In this series, I will document my experiences moving bash settings, configurations, and scripts over to zsh.

This series has grown into a book: reworked and expanded with more detail and topics. Like my other books, I plan to update and add to it after release as well, keeping it relevant and useful. You can order it on the Apple Books Store now.

As I have mentioned in the earlier posts, I am aware that there are many solutions out there that give you a pre-configured ‘shortcut’ into lots of zsh goodness. But I am interested in learning this the ‘hard way’ without shortcuts. Call me old-fashioned. (“Uphill! In the snow! Both ways!”)

We have covered the general aspects of configuring your zsh environment and enabling some of its features to make your work more productive. However, there are zsh features that didn’t quite fit in earlier posts, but also don’t warrant a post of their own. So I am gathering them here.

multiIO

Terminal commands can take input from a file or a previous command (stdin) and have two different outputs: stdout and stderr. In bash you can redirect each of these to a single other destination.

For example, you can redirect the output of a command to a file:

% system_profiler SPHardwareDataType >hardwareinfo.txt

In zsh you can redirect to (and from) multiple sources. In the simplest form you can write the output to two files:

% system_profiler SPHardwareDataType >hardwareinfo.txt >computerinfo.txt

This is of course not a very realistic case. Since the pipe | is a form of redirection, you can combine output to a file with a pipe:

% system_profiler SPHardwareDataType >hardwareprofile.txt | cat

Instead of piping to cat, you can also redirect to stdout (or &1) as well as to a file:

% system_profiler SPHardwareDataType >&1 >hardwareprofile.txt

Note that the order of doing this is important. The construct >file.txt >&1 would redirect the output to file.txt and then redirect the output again to where stdout or 1 is going, so it would be redundant.

When combined with pipes and other commands multiIO can become very useful:

% system_profiler SPHardwareDataType >hardwareprofile.txt | awk '/Serial Number/ { print $4 }' >&1 >serialnumber.txt

You can use multiIO for input as well:

% sort </usr/share/calendar/calendar.freebsd </usr/share/calendar/calendar.computer

And while this not directly related, but somewhat close, in zsh, this

% <hardwareinfo.txt

is equivalent to more hardwareinfo.txt.

Recursive Globbing with **

You can use the ** to denote an arbitrary string that can span multiple directories in a path.

For example:

% echo Library/Preferences/**/com.apple.screensaver.*plist
Library/Preferences/ByHost/com.apple.screensaver.BBCCDDEE-AABB-CCDD-ABCD-00AABBCCDDEE.plist Library/Preferences/com.apple.screensaver.plist

In this case the ** matches nothing as well as /ByHost/.

Note: when used on large folder structures this glob can take a while. So use with care.

Connected array Variables

We already encountered the fpath variable in earlier posts. You can see its contents with the echo command:

% echo $fpath
/Users/armin/Projects/mac-zsh-completions/completions/ /Users/armin/Projects/dotfiles/zshfunctions /usr/local/share/zsh/site-functions /usr/share/zsh/site-functions /usr/share/zsh/5.3/functions

Interestingly enough, zsh also has an FPATH variable, which is a colon-separated list of directories:

% echo $FPATH
/Users/armin/Projects/mac-zsh-completions/completions/:/Users/armin/Projects/dotfiles/zshfunctions:/usr/local/share/zsh/site-functions:/usr/share/zsh/site-functions:/usr/share/zsh/5.3/functions

Since the fpath variable is an array, I only changed the fpath variable in my zshrc.I never set or changed the FPATH, yet it reflects the changes made to the fpath variable.

When you see the type of both variables, you get an idea that something is going on:

% echo ${(t)fpath}
array-special
% echo ${(t)FPATH}
scalar-special

The fpath and FPATH are connected in zsh. Changes to one affect the other. This allows use of more flexible and powerful array operations through the fpath ‘aspect’ of the value, but also provides compatibility to tools that expect the traditional colon-separated format in FPATH.

You will not be surprised to hear that zsh uses the same ‘magic’ with the PATH variable and its array counterpart path.

This means that you can continue to use path_helper to get your PATH from the files in /etc/paths and /etc/paths.d. (Well, you don’t have to, because on macOS this is done for all users in /etc/zprofile.) But then you can manipulate the path variable with array functions, like:

path+=~/bin

You get the useful aspects of both syntaxes.

Suffix Aliases

I learnt this one after writing the aliases part.

Suffix aliases take effect on the last part of a path, so usually the file extension. A suffix alias will assign a command to use when you just type a file path in the command line.

For example, you can a suffix alias for the txt file extension:

alias -s txt="open -t"

When you then type a path ending with .txt and no command, zsh will execute open -t /path/to/file.txt.

The open -t command opens a file in the default application set for the txt file extension in Finder. You probably want to set the suffix alias to bbedit or atom or something like that rather than open -t.

You can use other command line tools for the suffix alias:

alias -s log="tail -f"

Then, typing /var/log/install.log will show the last lines of that file and update the output when the file changes. If you prefer the graphical user interface, you can use the open -a command to assign suffix aliases to applications:

alias -s log="open -a Console"

You can even create a suffix alias using a different alias:

alias pacifist="open -a Pacifist"
alias -s pkg=pacifist

Together with the AutoCD option, this can improve your application-shell interactions a lot.

Bindkey for History Search

Most of the keyboard shortcuts in zsh work the same way as they do in bash. I have found one change that has proven quite useful:

^[[A' up-line-or-search # up arrow bindkey

^[[B' down-line-or-search # down arrow 

These two commands will change the behavior of the up and down arrow keys from just switching to the previous command, to searching. This means that when you start typing a command and then hit the up key, rather than just replacing what you already typed with the previous command, the shell will instead search for the latest command in the history starting with what you already typed.

There are many commands or ‘widgets’ you can assign to keystrokes with the bindkey command. You can find a list of default ‘widgets’ in the documentation.

Conclusion

This concludes the part of the series about configuring zsh. When I set out I wanted to recreate the environment I had built in bash. Along the way I found a few features in zsh that seemed worth adding to my toolkit.

After nearly two months of working in zsh, there are already some features I would miss terribly when switching back to bash or a plain, unconfigured zsh. Most important is the powerful tab-completion. But features like AutoCD, MultiIO, and flexible aliases, are useful tools as well.

The dynamic loading of functions from files in the fpath was initially confusing, but it allows configurations and functions to be split out into their own, which simplifies “modularizing” and sharing.

In the next (and last) post, I will cover the changes when scripting with zsh vs bash.

Moving to zsh, part 6 – Customizing the zsh Prompt

Apple has announced that in macOS 10.15 Catalina the default shell will be zsh.

In this series, I will document my experiences moving bash settings, configurations, and scripts over to zsh.

This series has grown into a book: reworked and expanded with more detail and topics. Like my other books, I plan to update and add to it after release as well, keeping it relevant and useful. You can order it on the Apple Books Store now.

As I have mentioned in the earlier posts, I am aware that there are many solutions out there that give you a pre-configured ‘shortcut’ into lots of zsh goodness. But I am interested in learning this the ‘hard way’ without shortcuts. Call me old-fashioned. (“Uphill! In the snow! Both ways!”)

The default bash prompt on macOS is quite elaborate. It shows the username, the hostname, and the current directory.

Calypso:~ armin$

On the other hand, the default bash prompt doesn’t show the previous command’s exit code, a piece of information I find very useful. I have written before how I re-configured my bash prompt to have the information I want:

Of course, I wanted to recreate the same experience in zsh.

Minimal Zsh Prompt

The only (visual) difference to my bash prompt is the % instead of the $.

Note: creating a file ~/.hushlogin will suppress the status message at the start of each Terminal session in zsh as well as in bash (or any other shell).

Basic Prompt Configuration

The basic zsh prompt configuration works similar to bash, even though it uses a different syntax. The different placeholders are described in detail in the zsh manual.

zsh uses the same shell variable PS1 to store the default prompt. However, the variable names PROMPT and prompt are synonyms for PS1 and you will see either of those three being used in various examples. I am going to use PROMPT.

The default prompt in zsh is %m%#. The %m shows the first element of the hostname, the %# shows a # when the current prompt has super-user privileges (e.g. after a sudo -s) and otherwise the % symbol (the default zsh prompt symbol).

The zsh default prompt is far shorter than the bash default, but even less useful. Since I work on the local system most of the time, the hostname bears no useful information, and repeating it every line is superfluous.

Note: you can argue that the hostname in the prompt is useful when you frequently have multiple terminal windows open to different hosts. This is true, but then the prompt is defined by the remote shell and its configuration files on the remote host. In your configuration file, you can test if the SSH_CLIENT variable is set and show a different prompt for remote sessions. There are more ways of showing the host in remote shell sessions, for example in the Terminal window title bar or with different window background colors.

In our first iteration, I want to show the current working directory instead of the hostname. When you look through the list of prompt placeholders in the zsh documentation, you find %d, %/, and %~. The first two do exactly the same. The last substitution will display a path that starts with the user’s home directory with the ~, so it will shorten /Users/armin/Projects/ to ~/Projects.

Note: in the end you want to set your PROMPT variable in the .zshrc file, so it will take effect in all your zsh sessions. For testing, however, you can just change the PROMPT variable in the interactive shell. This will give you immediate feedback, how your current setup works.

% PROMPT='%/ %# '
/Users/armin/Projects/dotfiles/zshfunctions % 

% PROMPT='%~ %# '
~/Projects/dotfiles/zshfunctions % 

Note the trailing space in the prompt string, to separate the final % or # from the command entry.

I prefer the shorter output of the %~ option, but it can still be quite long, depending on your working directory. zsh has a trick for this: when you insert a number n between the % and the ~, then only the last n elements of the path will be shown:

% PROMPT='%2~ %# '
dotfiles/zshfunctions %                       

When you do %1~ it will show only the name of the working directory or ~ if it is the home directory. (This also works with %/, e.g. %2/.)

Adding Color

Adding a bit of color or shades of gray to the prompt can make it more readable. In bash you need cryptic escape codes to switch the colors. zsh provides an easier way. To turn the directory in the path blue, you can use:

PROMPT='%F{blue}%1~%f %# '

The F stands for ‘Foreground color.’ zsh understands the colors black, red, green, yellow, blue, magenta, cyan and white. %F or %f resets to the default text color. Furthermore, Terminal.app represents itself as a 256-color terminal to the shell. You can verify this with

% echo $TERM
xterm-256color

You can access the 256 color pallet with %F{0} through %F{255}. There are tables showing which number maps to which color:

So, since I want a dark gray for my current working dir in my prompt, I chose 240, I also set it to bold with the %B code:

PROMPT='%B%F{240}%1~%f%b %# '

You can find a detailed list of the codes for visual effects in the documentation.

Dynamic Prompt

I wrote an entire post on how to get bash to show the color-coded exit code of the last command. As it turns out, this is much easier in zsh.

One of the prompt codes provides a ‘ternary conditional,’ which means it will show one of two expressions, depending on a condition. There are several conditions you can use. Once again the details can be found in the documentation.

There is one condition for the previous commands exit code:

%(?.<success expression>.<failure expression>)

This expression will use the <success expression> when the previous command exited successfully (exit code zero) and <failure expression> when the previous command failed (non-zero exit code). So it is quite easy to build an conditional prompt:

% PROMPT='%(?.√.?%?) %1~ %# ' 
√ ~ % false
?1 ~ % 

You can get the character with option-V on the US or international macOS keyboard layout. The last part of the ternary ?%? looks confusing. The first ? will print a literal question mark, and the second part %? will be replaced with previous command’s exit code.

You can add colors in the ternary expression as well:

PROMPT='%(?.%F{green}√.%F{red}?%?)%f %B%F{240}%1~%f%b %# ' 

Another interesting conditional code is ! which returns whether the shell is privileged (i.e. running as root) or not. This allows us to change the default prompt symbol from % to something else, while maintaining the warning functionality when running as root:

% PROMPT='%1~ %(!.#.>) ' 
~ > sudo -s
~ # exit
~ > 

Complete Prompt

Here is the complete prompt we assembled, with all the parts explained:

PROMPT='%(?.%F{green}√.%F{red}?%?)%f %B%F{240}%1~%f%b %# '
%(?.√.?%?) if return code ? is 0, show , else show ?%?
%? exit code of previous command
%1~ current working dir, shortening home to ~, show only last 1 element
%# # with root privileges, % otherwise
%B %b start/stop bold
%F{...} text (foreground) color, see table
%f reset to default textcolor

Right Sided Prompt

zsh also offers a right sided prompt. It uses the same placeholders as the ‘normal’ prompt. Use the RPROMPT variable to set the right side prompt:

% RPROMPT='%*'
√ zshfunctions %                    11:02:55

zsh will automatically hide the right prompt when the cursor reaches it when typing a long command. You can use all the other substitutions from the left side prompt, including colors and other visual markers in the right side prompt.

Git Integration

zsh includes some basic integration for version control systems. Once again there is a voluminous, but hard to understand description of it in the documentation.

I found a better, more specific example in the ‘Pro git’ documentation. This example will show the current branch on the right side prompt.

I have changed the example to include the repo name and the branch, and to change the color.

autoload -Uz vcs_info
precmd_vcs_info() { vcs_info }
precmd_functions+=( precmd_vcs_info )
setopt prompt_subst
RPROMPT=\$vcs_info_msg_0_
zstyle ':vcs_info:git:*' formats '%F{240}(%b)%r%f'
zstyle ':vcs_info:*' enable git

In this case %b and %r are placeholders for the VCS (version control system) system for the branch and the repository name.

There are git prompt solutions other than the built-in module, which deliver more information. There is a script in the git repository, and many of the larger zsh theme projects, such as ‘oh-my-zsh’ and ‘prezto’ have all kinds of git status widgets or modules or themes or what ever they call them.

Summary

You can spend (or waste) a lot of time on fine-tuning your prompt. Whether these modifications really improve your productivity is a matter of opinion.

In the next post, we will cover some miscellaneous odds and ends that haven’t yet really fit into any of preceding posts.

Build a shellcheck installer for macOS

Shellcheck is an invaluable tool for anyone who writes, well, shell scripts. The tool will point out common and less common errors, such as forgetting to quote a variable substitution, not putting that space before the closing ]], or not testing if a variable substitution used with rm -Rf might be empty.

Update 2019-11-20: The shellcheck project now has pre-compiled binaries available and I have updated instructions here.

You can use the tool’s website to check your code, but it is unwieldy, not to mention you or your organization might have concerns uploading all your code to some website, useful as it may be. You can install a shellcheck command line tool, but the instructions available for macOS will only work with Homebrew.

If you already have Homebrew installed, or don’t mind installing it and only need to install shellcheck on a single Mac, then you can use brew install shellcheck and skip ahead to the end, where I share how to use the shellcheck binary with BBEdit.

Relevant for MacAdmins

Homebrew may be a fine tool for individual users, but it is near-impossible to centrally manage a deployment of brew let alone a piece software installed with brew.

My attempts to build the shellcheck binary without homebrew lead to several dead-ends. Shellcheck is written in Haskell Cabal, which can be easily installed with… brew. There is also an official ghcup script, which is the ‘recommended way to install Haskell’, but this script fails on macOS because it requires a tool named xz. This is a (de-)compression tool, which is part of xz-utils, whose website does not explain how to install on macOS, but can be easily installed with… guess… brew

Even without brew, you have to install a number of tools that you probably don’t want hanging around on your production machine. I am sure cabal is a fine environment to build other tools as well, but I don’t need it on my production system.

I would recommend running these steps on a virtual machine. That will simplify ‘cleanup’ as well as the ‘start over’ process, should you need it.

How to build the shellcheck binary for macOS

Commands shown are correct at the time this article was written and may change in the future. Links to original sources are given, so you can check for changes.

Developer Tools

  • install Xcode or command line developer tools (CLI dev tools have the advantage of not being >6GB in size)
$ xcode-select --install

XZ Utils

Note: the macOS Archive Utility can deal with .xz archives just fine. There is really no need on macOS to have the xz-utils installed, but the GHC Cabal installer requires them.

$ cd ~/Downloads/xz-5.2.4
$ ./configure
$ sudo make install
  • check to see of xz was installed correctly
$ xz --version
xz (XZ Utils) 5.2.4
liblzma 5.2.4

Install Pandoc

We will require pandoc to build the man page for shellcheck.

Haskell Cabal

$ curl https://get-ghcup.haskell.org -sSf | sh
  • make sure the cabal environment is setup
$ source "$HOME/.ghcup/env"
$ cabal update

Shellcheck

$ git clone "https://github.com/koalaman/shellcheck.git"
  • build the shellcheck binary (this will take a while)
$ cd shellcheck
$ cabal install
  • this will build and install the shellcheck binary into ~/.cabal/bin, you can test if this worked with
$ ~/.cabal/bin/shellcheck --version
ShellCheck - shell script analysis tool
version: 0.6.0
license: GNU General Public License, version 3
website: https://www.shellcheck.net

man page

  • there is also a man page in the repo, written in markdown format. The ReadMe says you can convert it to man format with pandoc:
$ pandoc -s -f markdown-smart -t man shellcheck.1.md -o shellcheck.1

Pkg it up

  • create a payload directory for the binary and man file and move the files there:
$ mkdir -p payload/local/bin
$ cp ~/.cabal/bin/shellcheck payload/local/bin/
$ mkdir -p payload/share/man/man1
$ cp shellcheck.1 payload/share/man/man1/
  • build the pkg installer from the payload with pkgbuild
$ pkgbuild --root payload --install-location /usr --identifier com.scriptingosx.pkg.shellcheck --version 0.6.0 shellcheck-0.6.0.pkg

Automation!

Of course, you can do this once and then forget about until the next update of shellcheck. While I wrote this post, I had to go through these steps more than once and got bored with it halfway through the second cycle. So, there is a script, which you can get at this Github repo.

Since this script will install xz-utils, cabal, and pandoc, I do not recommend to run this on your work machine. I use it with clean virtual machine. I suggest this workflow:

  • boot to clean vm
  • snapshot the vm
  • open Terminal
  • install developer command line tools: xcode-select --install
  • clone the script: git clone https://github.com/scriptingosx/BuildShellcheckPkg
  • run the script: cd BuildShellcheckPkg; ./buildShellCheckPkg.sh
  • confirm the prompts (once the cabal installation starts for good, the prompts are over)
  • wait…
  • wait…
  • start doing other work such as answering emails, MacAdmins Slack, Twitter,…
  • much later, remember there was something important, go to the vm, copy the brand new shellcheck pkg to your work machine
  • revert the vm to snapshot
  • buy ‘Packaging for Apple Administrators’ to show your gratitude and learn how to wield pkgbuild yourself

Using shellcheck

Using the shellcheck command line tool is very straightforward. Just pass one (or more) shell script files as arguments. There are some flags and options that you can read about in the --help option or the man page.

$ shellcheck serial.sh

In serial.sh line 11:
serial_number=$(serial) # stores output of function serial in variable
^-----------^ SC2034: serial_number appears unused. Verify use (or export if used externally).

For more information:
  https://www.shellcheck.net/wiki/SC2034 -- serial_number appears unused. Ver...

Use shellcheck with BBEdit

My favored text editor – BBEdit – has a tool that will display the output of tools like shellcheck. This allows you to click on an error or warning and see and edit the code right there in a BBEdit window.

To get this, pipe the output of shellcheck into bbresults:

$ shellcheck -f gcc serial.sh | bbresults

I have created a function in my .bash_profile and .zshrc, so I don’t have to remember the details:

function bbshellcheck {
    shellcheck -f gcc "$@" | bbresults
}

If you do not know what the .bash_profile or functions are, then you can read about them here:

Note: you cannot use shellcheck to check zsh scripts. As of now it only works for sh or bash scripts. You can tell shellcheck to ignore the #!/bin/zsh shebang and interpret the script as using bash syntax, which should work in most cases, but will not always have good results.

$ shellcheck -s bash script.zsh

Moving to zsh, part 5: Completions

Apple has announced that in macOS 10.15 Catalina the default shell will be zsh.

In this series, I will document my experiences moving bash settings, configurations, and scripts over to zsh.

I am preparing a book on this topic, reworked and expanded with more detail and topics. Like my other books, I plan to update and add to it after release as well, keeping it relevant and useful. You can pre-order it on the Apple Books Store now.

As I have mentioned in the earlier posts, I am aware that there are many solutions out there that give you a pre-configured ‘shortcut’ into lots of zsh goodness. But I am interested in learning this the ‘hard way’ without shortcuts. Call me old-fashioned. (“Uphill! In the snow! Both ways!”)

What are Completions?

Man shells use the tab key (⇥) for completion. When you press that key, the shell tries to guess what you are typing and will complete it, or if the beginning of what you typed is ambiguous, suggest from a list of possible completions.

For example when you want to cd to your Documents folder, you can save typing:

% cd ~/Doc⇥
% cd ~/Documents/

When you hit the tab key, the system will complete the path to the Documents folder.

When the completion is ambiguous, the shell will list possible completions:

% cd ~/D⇥
Desktop/    Documents/  Downloads/

At this point, you can add a character or two to get to a unique completion, and hit the tab key again. In zsh you can also hit the tab key repeatedly to cycle through the suggested completions. In this example, the first tab keystroke will show the list, the second will complete ~/Desktop/, the third completes ~/Documents, and so on.

You can use tab completion commands as well:

% system⇥
system_profiler     systemkeychain      systemsetup         systemsoundserverd  systemstats
% system_⇥
% system_profiler 

Not having to type path and file names saves time and avoids errors, especially with complex paths with spaces and other special characters:

% cd ~/Li⇥
% cd ~/Library/Appl⇥
% cd ~/Library/Application S⇥
Application Scripts/  Application Support/
% cd ~/Library/Application Su⇥
% cd ~/Library/Application Support/

Using tab completion is a huge productivity boost when using a shell.

Turning It On

In the default configuration, tab completion in zsh is very basic. It will complete commands and paths, but not much else. But you can enable a very powerful, and useful completion system.

zsh comes with a tool you can use to setup this completion system. When you run the compinstall command it will lead you through a complex and hard to understand list of menus which explains the options and will generate the code necessary to set this configuration up and add it to your .zshrc file or another configuration file of your choice.

Since the commands to configure the completion are quite arcane and hard to understand, this is a good way to get something to start out with. I will explain some of these options and commands in detail.

Whether you use compinstall or not, to turn on the more powerful completion system, you need to add at least this command to yourzsh` configuration file:

autoload -Uz compinit && compinit

This will initialize the zsh completion system. The details of this system are documented here.

If you want to configure the system, the configuration commands (usually zstyle commands) should be added to the zsh configuration file before you enable the system. (This only matters for a few configurations, but as a general rule it is safer.)

All of these completion rules need to be loaded and prepared. zsh’s completion system creates a cache in the file ~/.zcompdump. The first time you run compinit it might take a noticeable time, but subsequent runs should use this cache and be much faster.

Sometimes, especially when building and debugging your own completion files, you may need to delete this file to force a rebuild:

% rm -f ~/.zcompdump
% compinit

Case Insensitive Completion

Since the macOS file systems are usually case-insensitive, I prefer my tab-completion to be case-insensitive as well. For bash you configure that in the ~/.inputrc. In zsh you modify the completion systems behavior with this (monstrous) command:

# case insensitive path-completion
zstyle ':completion:*' matcher-list 'm:{[:lower:][:upper:]}={[:upper:][:lower:]}' 'm:{[:lower:][:upper:]}={[:upper:][:lower:]} l:|=* r:|=*' 'm:{[:lower:][:upper:]}={[:upper:][:lower:]} l:|=* r:|=*' 'm:{[:lower:][:upper:]}={[:upper:][:lower:]} l:|=* r:|=*'

I have seen many varieties for this configuration in different websites, but this is what compinstall adds when I select case-insensitive completion, so I am going with that.

Partial Completion

This is a particularly nice feature. You can type fragments of each path segment and the completion will try to complete them all at once:

% cd /u/lo/b⇥
% cd /usr/local/bin
% cd ~/L/P/B⇥
% ~/Library/Preferences/ByHost/

If the fragments are ambiguous, there are different strategies to what the completion system suggests. I have configured these like this:

# partial completion suggestions
zstyle ':completion:*' list-suffixes
zstyle ':completion:*' expand prefix suffix

Commands with built-in completion

zsh comes with several completion definitions for many commands. For example, when you type cp and then hit tab, the system will correctly assume you want to complete a file path and show the suggestions from the current working directory.

However, when you type cp -⇥ the completion can tell from the - that you want to add an option to the command and suggest a list of options for cp, with short descriptions.

% cp -⇥ 
-H  -- follow symlinks on the command line in recursive mode
-L  -- follow all symlinks in recursive mode
-P  -- do not follow symlinks in recursive mode (default)
-R  -- copy directories recursively
-X  -- don't copy extended attributes or resource forks
-a  -- archive mode, same as -RpP
-f  -- force overwriting existing file
-i  -- confirm before overwriting existing file
-n  -- don't overwrite existing file
-p  -- preserve timestamps, mode, owner, flags, ACLs, and extended attributes
-v  -- show file names as they are copied

As the context of command prompt you are assembling changes, you may get different completion suggestions. For example, the completion for ssh will suggest host names:

% ssh armin@⇥

zsh comes with completion definitions for many common commands. Nevertheless, it can be helpful to just hit tab, especially when wondering about options.

On macOS completions are stored in /usr/share/zsh/5.3/functions (replace the5.3 with 5.7.1 in Catalina). This directory stores many functions used with zsh and is in the default fpath. All the files in that directory that start with an underscore _ contain the completion definitions command. So, the file _cp contains the definition for the cp command. (Some of the definition files contain the definitions for multiple commands.)

Completions for macOS Commands

There are even a few macOS specific command that come with the default zsh installation.

% system_profiler ⇥⇥

macOS High Sierra and macOS Mojave come with zsh 5.3, which is now nearly two years old. zsh 5.3 contains less macOS specific completion definitions than the current zsh 5.7.1 which will is the pre-installed zsh in macOS Catalina. Some of the completions in 5.3 have also been updated in 5.7.1.

Tool zsh 5.3 zsh 5.7.1
caffeinate
defaults
fink
fs_usage
hdiutil
mdfind
mdls
mdutil
networksetup
nvram
open
osascript
otool
pbcopy/pbpaste
plutil
say
sc_usage
scselect
scutil
softwareupdate
sw_vers
swift
system_profiler
xcode_select

Load bash completions

Since the default shell on macOS has been bash for so long, there are quite a few bash completion definitions for macOS commands and third party tools available. For example Tony Williams’ bash completion for autopkg (post, Github).

You do not have to rewrite these completions, since the zsh completion system can use bash completion scripts as well: (add this to your zsh configuration file)

# load bashcompinit for some old bash completions
autoload bashcompinit && bashcompinit

[[ -r ~/Projects/autopkg_complete/autopkg ]] && source ~/Projects/autopkg_complete/autopkg

When you have multiple bash completion scripts you want to load, you only need to load bashcompinit once.

Build your own completions

Once you start using completions, you will want to have them everywhere. While many built-in completions exists, there are still many commands that lack a good definition.

Some commands, like the swift command line tool, have a built-in option to generate the completion syntax. You can then store that in a file and put it in your fpath:

% swift package completion-tool generate-zsh-script >_swift

Note: in the case of swift, its definition will conflict with the _openstack definition in zsh 5.3. You can fix this with the command compdef _swift swift after loading the completion system.

Some commands provide a list of options and arguments with the -h/--help option. If this list follows a certain syntax, you can get a decent completion working with

% compdef _gnu_generic <command>

One example on macOS, where this has decent results is the xed command which opens a file or folder in Xcode.

But for best results, you will often have to build the description yourself. Unfortunately this is not a simple task. The syntax is meticulously, but also quite abstractly documented in the zsh documentation for the Completion System. I also found the ‘howto’ documentation in the zsh-completions repository very useful, as well as the ‘zsh Completion Style Guide.’

To avoid everyone re-inventing the wheel, I have started a repository on Github for macOS specific completion files. The page has the instructions on how to install them and I will welcome pull requests with contributions. Since I am just starting to learn this as well, I am sure there are improvements that can be made on the completions I have built so far and there are several commands where you can test your skills and build a new one.

I suggest the #zsh channel on the MacAdmins Slack for discussion.

Next

In the next post in this series, we will discuss how to configure zsh’s command line prompt.

Install Bash 5 on macOS with Patches

I recently posted an article on how to download, install, and build a macOS installer pkg for bash 5. In that first version of this post I ignored patches, minor updates to the bash source code and binary. But as the patches to bash 5 are accumulating, I cannot ignore them much longer.

This post will extend the instructions in the original post.

After downloading and expanding the bash-5.0.tar.gz, create a patches folder:

$ cd path/to/bash-5.0
$ mkdir patches
$ cd patches

You can download the patches for bash-5.0 here. As of this writing, there are seven patches for bash-5.0 labelled bash50-001 through bash50-007. You can download all at once with:

$ curl 'https://ftp.gnu.org/gnu/bash/bash-5.0-patches/bash50-[001-007]' -O

(Adapt the numbers when there are more patches in the future.)

Then move up one directory level to the bash-5.0 root directory and apply the patches using the patch command.

$ cd ..
$ patch -p0 -i patches/bash50-001
$ patch -p0 -i patches/bash50-002

(etc.)

You can download and patch with a single step. Make sure your working directory is the bash-5.0 with all the code and run:

$ curl 'https://ftp.gnu.org/gnu/bash/bash-5.0-patches/bash50-[001-007]' | patch -p0

From here, you can continue with the remaining build steps from the original post. The next step will be running ./configure.

The script to build the pkg installer has also been updated in the repository to download and apply the patches before building.

Moving to zsh, part 4: Aliases and Functions

Apple has announced that in macOS 10.15 Catalina the default shell will be zsh.

In this series, I will document my experiences moving bash settings, configurations, and scripts over to zsh.

This series has grown into a book: reworked and expanded with more detail and topics. Like my other books, I plan to update and add to it after release as well, keeping it relevant and useful. You can order it on the Apple Books Store now.

As I have mentioned in the earlier posts, I am aware that there are many solutions out there that give you a pre-configured ‘shortcut’ into lots of zsh goodness. But I am interested in learning this the ‘hard way’ without shortcuts. Call me old-fashioned. (“Uphill! In the snow! Both ways!”)

Aliases

Aliases in zsh work just like aliases in bash. You declare an alias with the alias (built-in) command and it will work as a text replacement at the beginning of the command prompt:

alias ll='ls -al'

You can just copy your alias declarations from your .bash_profile or .bashrc to your .zshrc. I had aliases for .. and cd.. which are now handled by Auto CD and shell correction respectively, so I didn’t bother to move those. (part 3: ‘Shell Options’)

After the alias is declared, you can use it at the beginning of a command. When you try to use the alias anywhere else in the command, the alias will not work:

% sudo ll
sudo: ll: command not found

Global Aliases

This is where zsh has an advantage. You can declare an alias as a ‘global’ alias, and then will be replaced anywhere in the command line:

% alias -g badge='tput bel'
% sudo badge        #<beeps> with privilege

Identifying Aliases

There is one more feature of zsh that is useful with aliases. The which command will show if a command stems from an alias substitution:

% which ll
ll: aliased to ls -l

However, when you try this with global aliases, the substitution occurs before the which command can evaluate the alias, which leads to an unexpected result:

% which badge
/usr/bin/tput
bel not found

You can suppress the alias substitution by escaping the first character or by quoting the entire alias name:

% which \badge
badge: globally aliased to tput bel
% which 'badge'
badge: globally aliased to tput bel

Functions

As with aliases, functions in your zsh configuration will work just as they did in bash.

function vnc() {
    open vnc://"$USER"@"$1"
}

This code in your zsh configuration file will define the vnc function and make it available in the shell.

Autoload Functions

However, zsh has some features which make using functions more flexible. There is (once again) a bit of configuration required to get this working.

Instead of declaring the function directly the configuration file, you can put the function in a separate file. zsh has a built-in variable called fpath which is an array of paths where zsh will look for files defining a function. You can add your own directory to this search path:

fpath+=~/Projects/dotfiles/zshfunctions

Just having a file in the directory is not enough. You still have to tell zsh that you want to use this particular function:

autoload vnc

This command tells zsh: “’Declare a function named vnc. To execute it, load a file named vnc, it is somewhere in the fpath.”

Note: you often see the -U or -Uz option added to the autoload command. These options help avoid conflicts with your personal settings. They suppress alias substitution and ksh-style loading of functions, respectively.

The vnc file in my zshfunctions directory can look like this:

# uses the arguments as hostnames for `open vnc://` (Screen Sharing)
# uses the $USER username as default account name

for x in $@; do 
    open vnc://"$USER"@"$x"
done

The vnc function will open a Screen Sharing session with the current user name pre-filled in.

Initializing Autoload Functions

You could also put the code in the function file into a function block:

function vnc() {
    for x in $@; do 
        open vnc://"$vnc_user"@"$x"
    done
}

# initialization code
vnc_user="remote_admin"
alias screen_sharing='vnc'

The function name should match the function name declared with autoload.

When you have additional code outside the function, the autoload behavior changes. When the function is called for the first time, the function will be defined and the code outside the function will be run. The function itself will not be executed on the first run. On subsequent calls, the function will be executed and the code outside the function is ignored.

You can use this to provide setup and initialization code for the function. You can even have more functions defined in the function file. The above example declares and sets a variable to use for account name and an alias for the vnc command.

Since you have to run the function once for the initialization, you often see this syntax in the zsh configuration file:

autoload vnc && vnc

Which means ‘declare the function and if that succeeds run it.’

In some functions, the initialization code will already launch the function itself:

function vnc() {
    ...
}
# initialization
vnc_user="remote_admin"
vnc()

Since the behavior will vary from each autoloaded function to the next, be sure to study any documentation or the function’s code.

Identifying Functions

Finally, the which command will show the function code:

 % which vnc
vnc () {
    for x in $@
    do
        open vnc://"$USER"@"$x"
    done
}

The functions command without any parameters, will print all functions (there will be a lot of them). Use functions + to just list the function names.

Debugging Functions

When you are working on complex autoloaded functions, you will at some point have to do some debugging. You can enable tracing for functions with

% functions -t vnc
% vnc Client.local
+vnc:1> x=Client.local
+vnc:2> open vnc://armin@Client.local

You can disable tracing for this function with functions +t vnc.

Next

In the next part we will enable, use and configure tab completions.

Moving to zsh, part 3: Shell Options

Apple has announced that in macOS 10.15 Catalina the default shell will be zsh.

In this series, I will document my experiences moving bash settings, configurations, and scripts over to zsh.

This series has grown into a book: reworked and expanded with more detail and topics. Like my other books, I plan to update and add to it after release as well, keeping it relevant and useful. You can order it on the Apple Books Store now.

Now that we have chosen a file to configure our zsh, we need to decide on ‘what’ to configure and ‘how.’ In this post, I want to talk about zsh’s shell options.

As I have mentioned in the earlier posts, I am aware that there are many solutions out there that give you a pre-configured ‘shortcut’ into lots of zsh goodness. But I am interested in learning this the ‘hard way’ without shortcuts. Call me old-fashioned. (“Uphill! In the snow! Both ways!”)

In the previous post, I listed some features that I would like to transfer from my bash configuration. While researching how to implement these options in zsh, I found a few, new and interesting options in zsh.

The settings from bash which I want in zsh were:

  • case-insensitive globbing
  • command history, shared across windows and sessions

Note: bash in this series of posts specifically refers to the version of bash that comes with macOS as /bin/bash (v3.2.57).

Note 2: Mono-typed lines starting with a % show commands and results from zsh. Mono-typed lines starting with $ show commands and results in bash

What are Shell Options?

Shell options are preferences for the shell’s behavior. You are using shell options in bash, when you enable ‘trace mode’ for scripts with the set -x command or the bash -x option. (Note: this also works with zsh scripts.)

zsh has a lot of shell options. Many of these options serve the purpose of enabling (or disabling) compatibility with other shells. There are also many options which are specific to zsh.

You can set an option with the setopt command. For compatibility with other shells the setopt command and set -o have the same effect (set an option by name). The following commands set the same option:

set -o AUTO_CD
setopt AUTO_CD

The names or labels of the options are commonly written in all capitals in the documentation but in lowercase when listed with the setopt tool. The labels of the options are case insensitive and any underscores in the label are ignored. So, these commands set the same option:

setopt AUTO_CD
setopt autocd
setopt auto_cd
setopt autoCD

There are quite a few ways to negate or unset an option. First you can use unsetopt or set +o. Alternatively, you can prefix with NO or no to negate an option. The following commands all have the same effect of turning off the previously set option AUTO_CD

unsetopt AUTO_CD
set +o AUTO_CD
unsetopt autocd
setopt NO_AUTO_CD
setopt noautocd

Any options you change will only take effect in the current instance of zsh. When you want to change the settings for all new shells, you have to put the commands in one of the configuration files (usually .zshrc).

Showing the current Options

You can list the existing shell options with the setopt command:

% setopt
combiningchars
interactive
login
monitor
shinstdin
zle

This list only shows options are changed from the default set of options for zsh. These options are marked with <D> (default for all shell emulations) or <Z> (default for zsh) in the documentation or the zshoptions man page.

You can also get a list of all default zsh options with the command:

% emulate -lLR zsh

Some zsh Options I use

As I have mentioned before in my posts on bash configuration, I prefer minimal configuration changes, so I do not feel all awkward and lost when I have to work on an ‘un-configured’ Mac.

These configurations are a personal choice and you should pick and choose your own. You can find a full list of zsh options in the zsh Manual or with man zshoptions.

On the other hand, exploring the options allows us to explore a few useful zsh features.

Case Insensitive Globbing

Note: ‘Globbing’ is a unix/shell term that refers to the expansion of wildcard characters, such as * and ? into full file paths and names. I.e. ~/D* is expanded into /Users/armin/Desktop /Users/armin/Documents /Users/armin/Downloads

Since the file system on macOS is (usually) case-insensitive, I prefer globbing and tab-completion to be case-insensitive as well.

The zsh option which controls this is CASE_GLOB. Since we want globbing to be case-insensitive, we want to turn the option off, so:

setopt NO_CASE_GLOB

You can test this in the shell:

% ls ~/d*<tab>

In zsh tab completion will replace the wildcard with the actual result. So after the tab you will see:

% ls /Users/armin/Desktop /Users/armin/Documents /Users/armin/Downloads

Using tab completion this way to see and possibly edit the actual replacement for wildcards is a useful safety net.

In bash hit the tab key will list possible completions, but not substitute them in the command prompt.

If you do not like this behavior in zsh then you can change to behavior similar to bash with:

setopt GLOB_COMPLETE

Automatic CD

Sometimes you enter the path to a directory, but forget the leading cd:

$ Library/Preferences/
bash: Library/Preferences/: is a directory

% Library/Preferences
zsh: permission denied: Library/Preferences

With AUTO_CD enabled in zsh, the shell will automatically change directory:

% Library/Preferences
% pwd
/Users/armin/Library/Preferences

This works with relative and absolute paths, including the ..:

% ..
% pwd
/Users/armin/Library
% ../Desktop 
% pwd
/Users/armin/Desktop

I have an alias in my .bash_profile that sets the .. command to cd ... Auto CD replaces that functionality and more.

Enable Auto CD with:

setopt AUTO_CD

Shell History

Shells commonly remember previously executed commands and allows you to recall them with the up and down arrow keys, search or special history commands.

Most of those keys work the same in zsh. However, there are a few things you need to configure for zsh history to work as you are used to with bash on macOS.

By default, zsh does not save its history when the shell exits. The history is ‘forgotten’ when you close a Terminal window or tab. To make zsh save its history to a file when it exits, you need to set a variable in the shell:

HISTFILE=${ZDOTDIR:-$HOME}/.zsh_history

Note: this is not a shell option but shell variable or parameter. I will cover some more of those later, You can find a list of variables used by zsh in the documentation.

The HISTFILE variable tells zsh where to store the history data. The syntax ${ZDOTDIR:-$HOME} means it will use the value of ZDOTDIR when it is set or default to the value of HOME otherwise. When a user has set the ZDOTDIR variable to group their configurations files in a specific directory, the history will be stored there as well.

By default zsh simply writes each command in its own line in the history file. You can view the file’s contents with any text editor or list the last few commands:

% tail -n 10 ~/.zsh_history

You can make zsh add a bit more data (timestamp in unix epoch time and elapsed time of the command) by setting the EXTENDED_HISTORY shell option.

setopt EXTENDED_HISTORY

You can set limits on how many commands the shell should remember in the session and in the history file with the HISTSIZE and SAVEHIST variables:

SAVEHIST=5000
HISTSIZE=2000

When the shell reaches this limit the oldest commands will be removed from memory or the history file.

By default, when you exit zsh (for example, by closing the window or tab) this particular instance of zsh will overwrite an existing history file with its history. So when you have multiple Terminal windows or tabs open, they will all overwrite each others’ histories eventually.

You can tell zsh to use a single, shared history file across the sessions and append to it rather than overwrite:

# share history across multiple zsh sessions
setopt SHARE_HISTORY
# append to history
setopt APPEND_HISTORY

Furthermore, you can tell zsh to update the history file after every command, rather than waiting for the shell to exit:

# adds commands as they are typed, not at shell exit
setopt INC_APPEND_HISTORY

When you use a shared history file, it will grow very quickly, and you may want to use some options to clean out duplicates and blanks:

# expire duplicates first
setopt HIST_EXPIRE_DUPS_FIRST 
# do not store duplications
setopt HIST_IGNORE_DUPS
#ignore duplicates when searching
setopt HIST_FIND_NO_DUPS
# removes blank lines from history
setopt HIST_REDUCE_BLANKS

(some of these are redundant)

Most of the time you will access the history with the up arrow key to recall the last command, or maybe a few more steps. You can search through the history with ctrl-R

In zsh, you can also use the !! history substitution, which will be replaced with the entire last command. This is most commonly used in combination with sudo:

% systemsetup -getRemoteLogin
You need administrator access to run this tool... exiting!
% sudo !!
sudo systemsetup -getRemoteLogin
Password:
Remote Login: On

By default, the shell will show the command it is substituting before it is run. But at that point, it is too late to make any changes. When you set the HIST_VERIFY option, zsh will show the substituted command in the prompt instead, giving you a chance to edit or cancel it, or just confirm it.

% systemsetup -getRemoteLogin
You need administrator access to run this tool... exiting!
% sudo !!
% sudo systemsetup -getRemoteLogin
Password:
Remote Login: On

This works for other history substitutions such as !$ or !*, as well. You can find all of zsh’s history expansions in the documentation.

Correction

When you mistype a command or path, the shell is usually unforgiving. In zsh you can enable correction. Then, the shell will make a guess of what you meant to type and ask whether you want do that instead:

% systemprofiler 
zsh: correct 'systemprofiler' to 'system_profiler' [nyae]?

Your options are to

  • n: execute as typed
  • y: accept and execute the suggested correction
  • a: abort and do nothing
  • e: return to the prompt to continue editing

I have found this far less annoying and far more useful than I expected. Especially, since it works together with AUTO_CD:

% Dekstop
zsh: correct 'Dekstop' to 'Desktop' [nyae]?

You enable zsh correction with these options:

setopt CORRECT
setopt CORRECT_ALL

Reverting to defaults

Most of the changes mentioned here affect the interactive shell and will have little impact on zsh scripts. However, there are some options that do affect the behavior of things like variable substitutions which will affect scripts.

You can revert the options for the current shell to the default settings with the following command:

emulate -LR zsh

We encountered this command earlier when we listed the default settings. The -l option will list the settings rather than apply them.

If in doubt, it may be useful to add this at the beginning of your zsh scripts.

Next

In the next part we will take a look at aliases and functions.