Tracking the #thesiswp matter: Part 1

Twitter erupted into argument last night in a fairly important battle for open source, the GPL, and WordPress. At the centre of the issue is a theme framework called Thesis which plugs into WordPress, sold with a restrictive license that does not permit redistribution.

Background

To provide some background, WordPress is a blogging platform licensed under the GPLv2, which specifically forces all copies of a work licensed under GPL, as well as derivative works, to be licensed under the GPL:

2. You may modify your copy or copies of the Program or any portion of it, thus forming a work based on the Program, and copy and distribute such modifications or work under the terms of Section 1 above, provided that you also meet all of these conditions:

b) You must cause any work that you distribute or publish, that in whole or in part contains or is derived from the Program or any part thereof, to be licensed as a whole at no charge to all third parties under the terms of this License.

The Free Software Foundation explicitly addresses plugins in its FAQ, making it clear that plugins that share data structures with the main program and make function calls to each other are derivative works to which the GPL also applies.

Themes were an uncertain matter prior to last year’s legal opinion from the Software Freedom Law Center, because these works from third parties certainly build on top of the WordPress platform, but often extend it with original artwork and programming. The analysis states clearly that:

… it is our opinion that the themes … contain elements that are derivative works of the WordPress software as well as elements that are potentially separate works. Specifically, the CSS files and material contained in the images directory of the “default” theme are works separate from the WordPress code. On the other hand, the PHP and HTML code that is intermingled with and operated on by PHP the code derives from the WordPress code.

Though almost all of the other theme foundries have adopted the GPL license for their PHP code, Chris Pearson stands nearly alone in asserting the GPL’s viral clause is inapplicable to him.

Initial controversy

On a live webcast with both Chris Pearson, the developer of Thesis, and Matt Mullenweg, the founder of Automattic and the WordPress project, Chris expressed his personal belief that the viral nature of the GPL goes against his personal freedoms and rights as a developer:

Chris: One, it would require me to make a concession about something that I don’t think that I need to concede to. Why should I change? I’m protected right now. My work is protected, which it should naturally be. I want to retain that right. If I go GPL then I am ceding that right. The number one issue for me is the personal concession that I would be making. Not of any real impact to my business. I don’t want to make that personal concession, because I don’t have to. Okay?

Note: it is possible, in terms of the GPL’s legality, that Chris never had the right to prevent users from redistributing his code; if the GPL applies, a developer cannot restrict redistribution.

Matt, on the other hand, debates to defend the applicability of the GPL to themes and plugins:

Matt: … If you build a module for Drupal or a module for WordPress or a theme for WordPress or anything like that, the license says that you do have to follow the GPL. I think that it’s just a matter of choosing the platform. If you disagree with the GPL, just use a platform that doesn’t have the GPL.

I listened to all of the long back-and-forth encounter, which was interesting until Chris began to assert his importance in the community:

Chris: I’ve done great things with WordPress since 2006. I have been arguably one of the top three most important figures in the history of WordPress. You, Mark Jaquith, and myself, are the three people that I am talking about.

Wait, what? A developer whose theme accounts for such a small fraction of WordPress’s usage puts himself in the top three figures in WordPress history? Jane Wells had a similar encounter with his ego.

» See the top 10 figures in WordPress history.

[acm-tag id=”468×60″]

Analysis of this part of the controversy

The crux of the controversy is summarized by Chris’s sentences here:

Chris: I think the license, the GPL, is at odds with how I want to distribute my software and what I want it to be. I don’t think that it necessarily should inherit WordPress’ license when over 99% of the code within Thesis is Thesis code based on the actual process of building a website.

As someone who also contributes to open source software, I can certainly understand his sentiments on the ‘infectious’ nature of the GPL, which forces derivatives to inherit the GPL. It’s pretty hard to release projects under even more permissive licenses (for example, the Apache License), or in Chris’s case, extremely restrictive proprietary licenses, when so many open source projects enforce the GPL.

That really is, though, the purpose of the GPL: to keep open source open by prohibiting its inclusion in fully closed-source or proprietary (and restrictively-distributed) projects.

Are themes derivative works?

A lot of the open source advocates and lawyers seem to think so. After all, themes do things like:

[php]<?php if ( get_comment_pages_count() > 1 && get_option( ‘page_comments’ ) ) : // Are there comments to navigate through? ?>[/php]

and

[php]<?php if ( $wp_query->max_num_pages > 1 ) : ?>[/php]

which show clear integration with WordPress core functionality, much like a program in C would use the MySQL library with

[cpp]mysql_real_connect()[/cpp]

Granted, the MySQL developers explicitly allow derivatives to use non-GPL licenses even though MySQL is GPL, through an additional license exception. The reason such an exception is necessary is that they understood that works which link to library code are derivatives.

The biggest problem is that the GPL was written with compiled code in mind, where derivatives would have to bundle the libraries (e.g. DLLs or SOs) in their releases. It’s sort of unclear for interpreted languages like PHP; is it an indication of derivation if one piece of code makes a function call to another?

It’s a bit unfortunate WordPress wasn’t licensed under GPLv3, because version 3 is much clearer about what it means to make a “modified version” or a work “based on” another work. It would also make for a better court case.

Caleb Jenkins (@CalebJenkins) iterates an interesting point: dependent != derivative. While I can see this being an interesting legal argument, it would have a lot of implications for open source in general, completely contrary to the way things have been operating.

If using a dependency is not being a derivative of that work, then it is conceivable that one can produce a C application which links to a GPL library (for example, the FOSS-licensed version of the MySQL client library) without bundling it and is released commercially under a closed-source, restrictive license. It is conceivable that a PHP program might require() WordPress to use its functionality, but simply not bundle WordPress, and would then avoid classification as a derivative.

I’m afraid I can’t entirely lend my support to that argument.

People have argued that making function calls to WordPress is akin to making system calls to the underlying operating system. Unfortunately, only GPLv3 is clear about distinguishing the system and compiler libraries from other general code; of course it doesn’t make sense that every application on the GPL Linux kernel must be open source. It’s a valid argument.

However, I agree more completely with Matt’s contention that a dependency = derivation when it gets to the point that a WordPress theme without WordPress will not work (just try loading any theme’s index.php in a browser) while WordPress without any themes will still function — it won’t show anything, but its backend is still fully functional.

Chris Pearson is wrong when he says “I think that what I’ve done stands alone outside of WordPress completely.” Interestingly, read the context of this quote:

Chris: How is that? I think that what I’ve done stands alone outside of WordPress completely. Why should I respect that? It’s not that I don’t respect WordPress. I do. I only build on WordPress and push people in its direction…

» Now here: Part 2 of Tracking the #thesiswp matter.

» Also read: Why WordPress Themes are Derivative of WordPress by Mark Jaquith (@markjaquith), a lead developer.

Windows Live Essentials Wave 4 — Messenger

Happy New Year!

It’s the end of another year and the end of a ground-breaking decade. Let’s look back at what’s been accomplished in the years of 2000–2009, focusing on technology.

Technology

Windows has entered a new era

The decade—indeed, the century—began with Windows 2000, which I consider the first great version of the operating system. XP was the version that brought widespread success, and people just seem to refuse to upgrade; even today, almost three quarters of the computers on the net are on XP.

Despite the dismal failure of Windows Vista, it too brought change, which was followed by the enhancements of Windows 7. Compare my desktop today to the ugly screens of a decade ago:


Microsoft Store
Windows 98 desktop screenshot

Apple deserves an honourable mention for the ground-breaking work they’ve done on the Mac, elevating it to a newly trendy status.

Portable media players have completely changed

A decade ago, CD players and tape-based Walkmans were still the norm for ‘portable’ audio players. The iPod, launched in 2001, entirely changed the game. (I suppose this and the iPhone were the “comeback of the decade”.) It was no longer a device that played removable media. That was followed by thousands of other portable media players, to which the public generally refers inaccurately as “MP3 players”, reflecting the popularity of the 15-year-old MP3 format that has also been notorious for illegal file sharing (see below).

Cell phones and mobile devices have become ubiquitous

These devices used to be ugly, huge and heavy objects. As we move into 2010, cell phones have become more compact (usually this means thinner and lighter) and more powerful.

In China, about 739 million people have cell phones; that’s more than there are Internet users in China (which is about 360 million).

Mobile devices have become truly powerful. The iPhone, purportedly the most popular cell phone of 2009, is one of the biggest platforms for software development. And it has a touch screen. RIM’s BlackBerry, initially launched in 1999, is the most popular smartphone among business users.

Ordinary people begin to embrace ultra-portable netbooks for lightweight computing. The move to mobile is probably the most noticeable trend in end-user gadgetry in this decade.
Continue reading “Happy New Year!”

Office 2010 Technical Preview: Part 2

Office 2010 Technical Preview: Part 1

This is the first part of my posts about Office 2010. Last night, I received an invitation to the Office 2010 Technical Preview, and today, I am attempting to install it on my Windows 7 RC machine.

Legal notice: since this isn’t a private beta, I am allowed to discuss the preview and my experiences with it. However, I am not allowed to share product keys, installer files, and documents to which I have access by virtue of the invitation. The contract that binds me with reference to the technical documentation quotes as follows:

You […] agree: (a) to refrain from disclosing or distributing the Confidential Information to any third party for five (5) years from the date of disclosure of the Confidential Information by Microsoft to Company/You; (b) to refrain from reproducing or summarizing the Confidential Information…

Thankfully, there’s a public pressroom for Office 2010 information, from which I was able to get equivalents of the stuff in the confidential documents. Here’s some information for you.

System Requirements

Office 2010 is designed to work on computers with very limited resources; after all, many businesses were concerned that they would once again need to upgrade their hardware. Office hasn’t really necessitated hardware upgrades in the past; Office 2003 ran very well on old Dell OptiPlex machines on Windows 2000, and Office 2007 ran quite well on older XP laptops.

The specific details are in the FAQs document.

Office 2010 System Requirements; click to see full image
Office 2010 System Requirements; click to see full image

The installers are rather compact; the Technical Preview 32-bit/64-bit installers for Office 2010 Professional are no more than 600 MB each.

64-bit editions

I’m currently on Windows 7 RC 64-bit edition, but I resolved ultimately to install the 32-bit edition of Office 2010. This is due to the following reasons:

  • The 64-bit edition of Office 2010 does not support most add-ins.
    Users of software with add-ins in Office programs will find that most of them do not work with the 64-bit edition of Office 2010. Software vendors are expected to release newer 64-bit add-ins, but users must use the 32-bit edition for compatibility with older add-ins.
  • One cannot upgrade Office 2007 to Office 2010 64-bit.
    According to the technical documentation, “2007 Office system cannot be upgraded to native Office 2010 64-bit.
  • I don’t work with spreadsheets greater than 2 GB in size.
    The documentation listed a number of benefits of using the 64-bit edition. The central point was being able to open large Excel spreadsheets. Since I don’t do this, the benefits of the 64-bit architecture are insignificant when it comes to Office 2010.

Screenshots of my installation will come in the next installment of these posts. That is, after I manage to install it. At the moment I’m getting the following error with the 32-bit installer, after customizing the install and even going through a few minutes of the installation progress bar.

The error I'm getting with the installer
The error I'm getting with the installer

If this persists with the 32-bit installer, I may have no choice but to try the 64-bit installation.

Update: the installer has now succeeded. More will be coming!

Finally, I've managed to install it.
Finally, I've managed to install it.

Update: Part 2 is here, with screenshots and commentary on interface improvements!

Subversion for Beginners

I mentioned previously that I wanted to post how Subversion works (on the surface, for beginners) and how I use it for my development needs.

To create my WordPress plugins, Simpler iPaper and Simpler CSS, using SVN has been a must; after all, the only way to release new versions of the plugins is through SVN. I also keep this site’s WordPress installation up-to-date on the development version using Subversion. Additionally, in my current efforts to develop a working solution for HDTV’s in business and organizational settings, Display UI is being developed using Subversion for version control.

You get the idea. I use it on a daily basis, and for practical purposes. I don’t claim to understand the fine details, but hopefully this post gives you an idea of how I use it and how you can, too.

Source Code SnapshotSo what is version control? Simply put, it’s a way of keeping track of the changes made to files. It’s often impractical to make manual backups of a file before every set of changes to it, so version control systems like CVS and SVN emerged to help people — especially developers and programmers — keep track of their files, share changes with team members, and prevent stupid mistakes.

Accidentally deleted your code? Revert your changes. Came up with an ingenious way (that works) to do something? Commit your changes. Need to get the latest revision of all the files? Update the working copy.

Perhaps the most practical application of systems like Subversion is in team development. When three or more people are working on the same set of files, it’s useful to be able to merge the changes seamlessly, see the changes others have made, or even work separately on branches (kind of like forks) and tags (usually released versions that are being maintained).

I did write that I don’t claim to understand the fine details. If you really want to understand Subversion, I highly recommend this book by members of the development team: Version Control with Subversion, or the book online.

Let’s talk about how to use it. Hard-core programmers often choose to use the command line tools, where they type commands like svn up to update the files. Beginners will be glad to know that there are implementations with GUI‘s, like RapidSVN and TortoiseSVN. Eclipse users may use Subversive or Subclipse, “team providers” that let coders easily perform version control tasks inside the IDE.

Subversion tasks can be done in Windows Explorer
Subversion tasks can be done in Windows Explorer

Assuming that you’re using the command line binaries — which you can get from the Subversion site, and I recommend official CollabNet builds where possible — most of the basic tasks are rather easy.

Instead of right-clicking and picking options from a menu, tasks are done by typing commands.

First of all, a ‘repository’ is a hosted location containing all of the code, revisions and metadata. Often, one can access a repository via HTTP, as in the case of WordPress, which is found at http://core.svn.wordpress.org/ .

To ‘checkout’ a repository means to make a local copy (known as a ‘working copy’) of the contents. That’s what we have to do first when working with an established project: get the code from the repository.

To do so, type the following at an open shell (on Linux/Mac OS X) or command prompt: (don’t type the ‘$’ — that’s just a placeholder for the prompt you’ll see, such as frederick@ubuntu-pc:~# or [frederick@fedora-vm Desktop]$ — the specific prompt will differ depending on your machine and platform)

$ svn checkout http://core.svn.wordpress.org/trunk/ wordpress/

Windows users would do the same, but at a command prompt — again, without the dollar sign.

That command invokes the svn executable and tells it to checkout the WordPress trunk directory to the local folder wordpress.

Continue reading “Subversion for Beginners”