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Open-source scientific and technical publishing system built on Pandoc.
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Boldface equations with lualatex engine #9812

Closed amael-ls closed 1 month ago

amael-ls commented 1 month ago

Bug description

I already wrote this message in #4403 , but then noticed that it is closed. Therefore I open a new issue as it appears only when the pdf-engine is set to lualatex.

When using the code from @dragonstyle (in bug #4403) and adding pdf-engine: lualatex, then it fails again in my case. The code to reproduce is specified in the 'Steps to reproduce' field.

When I do not specify the pdf-engine it works (see bug #4403). Unfortunately, I need lualatex... I checked and the intermediate tex files are the same whether pdf-engine is specified or not. As specified by @XiangyunHuang (in bug #4403), \usepackage{unicode-math} is the problem., but it is still in use with lualatex. When I change in the intermediate tex file (see at the end for the whole file), lines 17 to 25

\else % if luatex or xetex
  \ifXeTeX
    \usepackage{mathspec} % this also loads fontspec
  \else
    \usepackage{unicode-math} % this also loads fontspec
  \fi
  \defaultfontfeatures{Scale=MatchLowercase}
  \defaultfontfeatures[\rmfamily]{Ligatures=TeX,Scale=1}
\fi

by

\else % if luatex or xetex
  \ifXeTeX
    \usepackage{mathspec} % this also loads fontspec
  \else
    \usepackage{fontspec} % Load fontspec as mathfont does not load it
    \usepackage{mathfont}
  \fi
  \defaultfontfeatures{Scale=MatchLowercase}
  \defaultfontfeatures[\rmfamily]{Ligatures=TeX,Scale=1}
\fi

then it works. Note that mathfont is actually working for both lualatex and xelatex. There is also the package mathastext, but compatibility with Unicode engines and OpenType fonts is partial.

Is it possible to change that? Sorry for the double post, as said I did not see the issue #4403 was closed...

Here is the whole file (exactly the same whether pdf-engine is set to lualatex or not specified, i.e., xelatex by default):

% Options for packages loaded elsewhere
\PassOptionsToPackage{unicode}{hyperref}
\PassOptionsToPackage{hyphens}{url}
\PassOptionsToPackage{dvipsnames,svgnames,x11names}{xcolor}
%
\documentclass[
  letterpaper,
  DIV=11,
  numbers=noendperiod]{scrartcl}

\usepackage{amsmath,amssymb}
\usepackage{iftex}
\ifPDFTeX
  \usepackage[T1]{fontenc}
  \usepackage[utf8]{inputenc}
  \usepackage{textcomp} % provide euro and other symbols
\else % if luatex or xetex
  \ifXeTeX
    \usepackage{mathspec} % this also loads fontspec
  \else
    \usepackage{unicode-math} % this also loads fontspec
  \fi
  \defaultfontfeatures{Scale=MatchLowercase}
  \defaultfontfeatures[\rmfamily]{Ligatures=TeX,Scale=1}
\fi
\usepackage{lmodern}
\ifPDFTeX\else  
    % xetex/luatex font selection
\fi
% Use upquote if available, for straight quotes in verbatim environments
\IfFileExists{upquote.sty}{\usepackage{upquote}}{}
\IfFileExists{microtype.sty}{% use microtype if available
  \usepackage[]{microtype}
  \UseMicrotypeSet[protrusion]{basicmath} % disable protrusion for tt fonts
}{}
\makeatletter
\@ifundefined{KOMAClassName}{% if non-KOMA class
  \IfFileExists{parskip.sty}{%
    \usepackage{parskip}
  }{% else
    \setlength{\parindent}{0pt}
    \setlength{\parskip}{6pt plus 2pt minus 1pt}}
}{% if KOMA class
  \KOMAoptions{parskip=half}}
\makeatother
\usepackage{xcolor}
\setlength{\emergencystretch}{3em} % prevent overfull lines
\setcounter{secnumdepth}{-\maxdimen} % remove section numbering
% Make \paragraph and \subparagraph free-standing
\ifx\paragraph\undefined\else
  \let\oldparagraph\paragraph
  \renewcommand{\paragraph}[1]{\oldparagraph{#1}\mbox{}}
\fi
\ifx\subparagraph\undefined\else
  \let\oldsubparagraph\subparagraph
  \renewcommand{\subparagraph}[1]{\oldsubparagraph{#1}\mbox{}}
\fi

\providecommand{\tightlist}{%
  \setlength{\itemsep}{0pt}\setlength{\parskip}{0pt}}\usepackage{longtable,booktabs,array}
\usepackage{calc} % for calculating minipage widths
% Correct order of tables after \paragraph or \subparagraph
\usepackage{etoolbox}
\makeatletter
\patchcmd\longtable{\par}{\if@noskipsec\mbox{}\fi\par}{}{}
\makeatother
% Allow footnotes in longtable head/foot
\IfFileExists{footnotehyper.sty}{\usepackage{footnotehyper}}{\usepackage{footnote}}
\makesavenoteenv{longtable}
\usepackage{graphicx}
\makeatletter
\def\maxwidth{\ifdim\Gin@nat@width>\linewidth\linewidth\else\Gin@nat@width\fi}
\def\maxheight{\ifdim\Gin@nat@height>\textheight\textheight\else\Gin@nat@height\fi}
\makeatother
% Scale images if necessary, so that they will not overflow the page
% margins by default, and it is still possible to overwrite the defaults
% using explicit options in \includegraphics[width, height, ...]{}
\setkeys{Gin}{width=\maxwidth,height=\maxheight,keepaspectratio}
% Set default figure placement to htbp
\makeatletter
\def\fps@figure{htbp}
\makeatother

\KOMAoption{captions}{tableheading}
\makeatletter
\@ifpackageloaded{caption}{}{\usepackage{caption}}
\AtBeginDocument{%
\ifdefined\contentsname
  \renewcommand*\contentsname{Table of contents}
\else
  \newcommand\contentsname{Table of contents}
\fi
\ifdefined\listfigurename
  \renewcommand*\listfigurename{List of Figures}
\else
  \newcommand\listfigurename{List of Figures}
\fi
\ifdefined\listtablename
  \renewcommand*\listtablename{List of Tables}
\else
  \newcommand\listtablename{List of Tables}
\fi
\ifdefined\figurename
  \renewcommand*\figurename{Figure}
\else
  \newcommand\figurename{Figure}
\fi
\ifdefined\tablename
  \renewcommand*\tablename{Table}
\else
  \newcommand\tablename{Table}
\fi
}
\@ifpackageloaded{float}{}{\usepackage{float}}
\floatstyle{ruled}
\@ifundefined{c@chapter}{\newfloat{codelisting}{h}{lop}}{\newfloat{codelisting}{h}{lop}[chapter]}
\floatname{codelisting}{Listing}
\newcommand*\listoflistings{\listof{codelisting}{List of Listings}}
\makeatother
\makeatletter
\makeatother
\makeatletter
\@ifpackageloaded{caption}{}{\usepackage{caption}}
\@ifpackageloaded{subcaption}{}{\usepackage{subcaption}}
\makeatother
\ifLuaTeX
  \usepackage{selnolig}  % disable illegal ligatures
\fi
\usepackage{bookmark}

\IfFileExists{xurl.sty}{\usepackage{xurl}}{} % add URL line breaks if available
\urlstyle{same} % disable monospaced font for URLs
\hypersetup{
  pdftitle={Test},
  colorlinks=true,
  linkcolor={blue},
  filecolor={Maroon},
  citecolor={Blue},
  urlcolor={Blue},
  pdfcreator={LaTeX via pandoc}}

\title{Test}
\author{}
\date{}

\begin{document}
\maketitle

\[\boldsymbol{F}^* = \boldsymbol{I} + \begin{bmatrix} \lambda & 0 \\ 0 & \lambda \end{bmatrix}\]

\end{document}

Steps to reproduce

---
title: "Test"
keep-tex: true
pdf-engine: lualatex
format:
  pdf:
    mathspec: true
---

$$\boldsymbol{F}^* = \boldsymbol{I} + \begin{bmatrix} \lambda & 0 \\ 0 & \lambda \end{bmatrix}$$

Expected behavior

Mathematical symbols should be bold

Actual behavior

The \boldsymbol command is ignored

Your environment

OS: Mac OS Sonoma 14.2.1

quarto --version 
1.4.554

lualatex --version
This is LuaHBTeX, Version 1.18.0 (TeX Live 2024)
Development id: 7611

Quarto check output

quarto check
Quarto 1.4.554
[✓] Checking versions of quarto binary dependencies...
      Pandoc version 3.1.11: OK
      Dart Sass version 1.69.5: OK
      Deno version 1.37.2: OK
[✓] Checking versions of quarto dependencies......OK
[✓] Checking Quarto installation......OK
      Version: 1.4.554
      Path: /Applications/quarto/bin

[✓] Checking tools....................OK
      TinyTeX: (not installed)
      Chromium: (not installed)

[✓] Checking LaTeX....................OK
      Using: Installation From Path
      Path: /usr/local/texlive/2024/bin/universal-darwin
      Version: 2024

[✓] Checking basic markdown render....OK

[✓] Checking Python 3 installation....OK
      Version: 3.12.1
      Path: /Library/Frameworks/Python.framework/Versions/3.12/bin/python3
      Jupyter: (None)

      Jupyter is not available in this Python installation.
      Install with python3 -m pip install jupyter

[✓] Checking R installation...........OK
      Version: 4.2.2
      Path: /Library/Frameworks/R.framework/Resources
      LibPaths:
        - /Library/Frameworks/R.framework/Versions/4.2-arm64/Resources/library
      knitr: 1.43
      rmarkdown: 2.24

[✓] Checking Knitr engine render......OK
amael-ls commented 1 month ago

Note that if you choose the mathastext solution, then:Always load amsmath before mathastext (page 41 of the doc, Package version: 1.3zb 2023/12/29)

amael-ls commented 1 month ago

Ok, so actually nothing to do, just use the unicode-math command for boldface equations, symbf:

---
title: "Test"
keep-tex: true
pdf-engine: lualatex
format:
  html: default
  pdf:
    mathspec: true
    include-in-header:
      - text: |
          \usepackage{unicode-math}
---

$$\symbf{F}^* = \symbf{I} + \begin{bmatrix} \lambda & 0 \\ 0 & \lambda \end{bmatrix}$$

And given that unicode-math is loaded by default there is even no need to put it in the include-in-header, although I think it is always good practice to put what we need in case of the default changes!

So in short: Do not use \bm from bm package, do not use \boldsymbol, just use symbf when using lualatex engine. It probably works too with xelatex.