Annotation of embedaddon/pcre/HACKING, revision 1.1

1.1     ! misho       1: Technical Notes about PCRE
        !             2: --------------------------
        !             3: 
        !             4: These are very rough technical notes that record potentially useful information 
        !             5: about PCRE internals. For information about testing PCRE, see the pcretest 
        !             6: documentation and the comment at the head of the RunTest file.
        !             7: 
        !             8: 
        !             9: Historical note 1
        !            10: -----------------
        !            11: 
        !            12: Many years ago I implemented some regular expression functions to an algorithm
        !            13: suggested by Martin Richards. These were not Unix-like in form, and were quite
        !            14: restricted in what they could do by comparison with Perl. The interesting part
        !            15: about the algorithm was that the amount of space required to hold the compiled
        !            16: form of an expression was known in advance. The code to apply an expression did
        !            17: not operate by backtracking, as the original Henry Spencer code and current
        !            18: Perl code does, but instead checked all possibilities simultaneously by keeping
        !            19: a list of current states and checking all of them as it advanced through the
        !            20: subject string. In the terminology of Jeffrey Friedl's book, it was a "DFA
        !            21: algorithm", though it was not a traditional Finite State Machine (FSM). When
        !            22: the pattern was all used up, all remaining states were possible matches, and
        !            23: the one matching the longest subset of the subject string was chosen. This did
        !            24: not necessarily maximize the individual wild portions of the pattern, as is
        !            25: expected in Unix and Perl-style regular expressions.
        !            26: 
        !            27: 
        !            28: Historical note 2
        !            29: -----------------
        !            30: 
        !            31: By contrast, the code originally written by Henry Spencer (which was
        !            32: subsequently heavily modified for Perl) compiles the expression twice: once in
        !            33: a dummy mode in order to find out how much store will be needed, and then for
        !            34: real. (The Perl version probably doesn't do this any more; I'm talking about
        !            35: the original library.) The execution function operates by backtracking and
        !            36: maximizing (or, optionally, minimizing in Perl) the amount of the subject that
        !            37: matches individual wild portions of the pattern. This is an "NFA algorithm" in
        !            38: Friedl's terminology.
        !            39: 
        !            40: 
        !            41: OK, here's the real stuff
        !            42: -------------------------
        !            43: 
        !            44: For the set of functions that form the "basic" PCRE library (which are
        !            45: unrelated to those mentioned above), I tried at first to invent an algorithm
        !            46: that used an amount of store bounded by a multiple of the number of characters
        !            47: in the pattern, to save on compiling time. However, because of the greater
        !            48: complexity in Perl regular expressions, I couldn't do this. In any case, a
        !            49: first pass through the pattern is helpful for other reasons. 
        !            50: 
        !            51: 
        !            52: Computing the memory requirement: how it was
        !            53: --------------------------------------------
        !            54: 
        !            55: Up to and including release 6.7, PCRE worked by running a very degenerate first
        !            56: pass to calculate a maximum store size, and then a second pass to do the real
        !            57: compile - which might use a bit less than the predicted amount of memory. The
        !            58: idea was that this would turn out faster than the Henry Spencer code because
        !            59: the first pass is degenerate and the second pass can just store stuff straight
        !            60: into the vector, which it knows is big enough.
        !            61: 
        !            62: 
        !            63: Computing the memory requirement: how it is
        !            64: -------------------------------------------
        !            65: 
        !            66: By the time I was working on a potential 6.8 release, the degenerate first pass
        !            67: had become very complicated and hard to maintain. Indeed one of the early
        !            68: things I did for 6.8 was to fix Yet Another Bug in the memory computation. Then
        !            69: I had a flash of inspiration as to how I could run the real compile function in
        !            70: a "fake" mode that enables it to compute how much memory it would need, while
        !            71: actually only ever using a few hundred bytes of working memory, and without too
        !            72: many tests of the mode that might slow it down. So I refactored the compiling
        !            73: functions to work this way. This got rid of about 600 lines of source. It
        !            74: should make future maintenance and development easier. As this was such a major 
        !            75: change, I never released 6.8, instead upping the number to 7.0 (other quite 
        !            76: major changes were also present in the 7.0 release).
        !            77: 
        !            78: A side effect of this work was that the previous limit of 200 on the nesting
        !            79: depth of parentheses was removed. However, there is a downside: pcre_compile()
        !            80: runs more slowly than before (30% or more, depending on the pattern) because it
        !            81: is doing a full analysis of the pattern. My hope was that this would not be a
        !            82: big issue, and in the event, nobody has commented on it.
        !            83: 
        !            84: 
        !            85: Traditional matching function
        !            86: -----------------------------
        !            87: 
        !            88: The "traditional", and original, matching function is called pcre_exec(), and 
        !            89: it implements an NFA algorithm, similar to the original Henry Spencer algorithm 
        !            90: and the way that Perl works. This is not surprising, since it is intended to be
        !            91: as compatible with Perl as possible. This is the function most users of PCRE
        !            92: will use most of the time. From release 8.20, if PCRE is compiled with 
        !            93: just-in-time (JIT) support, and studying a compiled pattern with JIT is 
        !            94: successful, the JIT code is run instead of the normal pcre_exec() code, but the 
        !            95: result is the same.
        !            96: 
        !            97: 
        !            98: Supplementary matching function
        !            99: -------------------------------
        !           100: 
        !           101: From PCRE 6.0, there is also a supplementary matching function called 
        !           102: pcre_dfa_exec(). This implements a DFA matching algorithm that searches 
        !           103: simultaneously for all possible matches that start at one point in the subject 
        !           104: string. (Going back to my roots: see Historical Note 1 above.) This function 
        !           105: intreprets the same compiled pattern data as pcre_exec(); however, not all the 
        !           106: facilities are available, and those that are do not always work in quite the 
        !           107: same way. See the user documentation for details.
        !           108: 
        !           109: The algorithm that is used for pcre_dfa_exec() is not a traditional FSM, 
        !           110: because it may have a number of states active at one time. More work would be 
        !           111: needed at compile time to produce a traditional FSM where only one state is 
        !           112: ever active at once. I believe some other regex matchers work this way.
        !           113: 
        !           114: 
        !           115: Changeable options
        !           116: ------------------
        !           117: 
        !           118: The /i, /m, or /s options (PCRE_CASELESS, PCRE_MULTILINE, PCRE_DOTALL) may
        !           119: change in the middle of patterns. From PCRE 8.13, their processing is handled
        !           120: entirely at compile time by generating different opcodes for the different
        !           121: settings. The runtime functions do not need to keep track of an options state 
        !           122: any more.
        !           123: 
        !           124: 
        !           125: Format of compiled patterns
        !           126: ---------------------------
        !           127: 
        !           128: The compiled form of a pattern is a vector of bytes, containing items of
        !           129: variable length. The first byte in an item is an opcode, and the length of the
        !           130: item is either implicit in the opcode or contained in the data bytes that
        !           131: follow it. 
        !           132: 
        !           133: In many cases below LINK_SIZE data values are specified for offsets within the 
        !           134: compiled pattern. The default value for LINK_SIZE is 2, but PCRE can be
        !           135: compiled to use 3-byte or 4-byte values for these offsets (impairing the
        !           136: performance). This is necessary only when patterns whose compiled length is
        !           137: greater than 64K are going to be processed. In this description, we assume the
        !           138: "normal" compilation options. Data values that are counts (e.g. for
        !           139: quantifiers) are always just two bytes long.
        !           140: 
        !           141: Opcodes with no following data
        !           142: ------------------------------
        !           143: 
        !           144: These items are all just one byte long
        !           145: 
        !           146:   OP_END                 end of pattern
        !           147:   OP_ANY                 match any one character other than newline
        !           148:   OP_ALLANY              match any one character, including newline
        !           149:   OP_ANYBYTE             match any single byte, even in UTF-8 mode
        !           150:   OP_SOD                 match start of data: \A
        !           151:   OP_SOM,                start of match (subject + offset): \G
        !           152:   OP_SET_SOM,            set start of match (\K) 
        !           153:   OP_CIRC                ^ (start of data)
        !           154:   OP_CIRCM               ^ multiline mode (start of data or after newline)
        !           155:   OP_NOT_WORD_BOUNDARY   \W
        !           156:   OP_WORD_BOUNDARY       \w
        !           157:   OP_NOT_DIGIT           \D
        !           158:   OP_DIGIT               \d
        !           159:   OP_NOT_HSPACE          \H
        !           160:   OP_HSPACE              \h  
        !           161:   OP_NOT_WHITESPACE      \S
        !           162:   OP_WHITESPACE          \s
        !           163:   OP_NOT_VSPACE          \V
        !           164:   OP_VSPACE              \v  
        !           165:   OP_NOT_WORDCHAR        \W
        !           166:   OP_WORDCHAR            \w
        !           167:   OP_EODN                match end of data or \n at end: \Z
        !           168:   OP_EOD                 match end of data: \z
        !           169:   OP_DOLL                $ (end of data, or before final newline)
        !           170:   OP_DOLLM               $ multiline mode (end of data or before newline)
        !           171:   OP_EXTUNI              match an extended Unicode character 
        !           172:   OP_ANYNL               match any Unicode newline sequence 
        !           173:   
        !           174:   OP_ACCEPT              ) These are Perl 5.10's "backtracking control   
        !           175:   OP_COMMIT              ) verbs". If OP_ACCEPT is inside capturing
        !           176:   OP_FAIL                ) parentheses, it may be preceded by one or more
        !           177:   OP_PRUNE               ) OP_CLOSE, followed by a 2-byte number,
        !           178:   OP_SKIP                ) indicating which parentheses must be closed.
        !           179:   
        !           180: 
        !           181: Backtracking control verbs with (optional) data
        !           182: -----------------------------------------------
        !           183: 
        !           184: (*THEN) without an argument generates the opcode OP_THEN and no following data.
        !           185: OP_MARK is followed by the mark name, preceded by a one-byte length, and
        !           186: followed by a binary zero. For (*PRUNE), (*SKIP), and (*THEN) with arguments,
        !           187: the opcodes OP_PRUNE_ARG, OP_SKIP_ARG, and OP_THEN_ARG are used, with the name
        !           188: following in the same format.
        !           189:   
        !           190: 
        !           191: Matching literal characters
        !           192: ---------------------------
        !           193: 
        !           194: The OP_CHAR opcode is followed by a single character that is to be matched 
        !           195: casefully. For caseless matching, OP_CHARI is used. In UTF-8 mode, the 
        !           196: character may be more than one byte long. (Earlier versions of PCRE used 
        !           197: multi-character strings, but this was changed to allow some new features to be 
        !           198: added.)
        !           199: 
        !           200: 
        !           201: Repeating single characters
        !           202: ---------------------------
        !           203: 
        !           204: The common repeats (*, +, ?) when applied to a single character use the
        !           205: following opcodes, which come in caseful and caseless versions:
        !           206: 
        !           207:   Caseful         Caseless
        !           208:   OP_STAR         OP_STARI      
        !           209:   OP_MINSTAR      OP_MINSTARI   
        !           210:   OP_POSSTAR      OP_POSSTARI   
        !           211:   OP_PLUS         OP_PLUSI      
        !           212:   OP_MINPLUS      OP_MINPLUSI   
        !           213:   OP_POSPLUS      OP_POSPLUSI   
        !           214:   OP_QUERY        OP_QUERYI     
        !           215:   OP_MINQUERY     OP_MINQUERYI  
        !           216:   OP_POSQUERY     OP_POSQUERYI  
        !           217: 
        !           218: In ASCII mode, these are two-byte items; in UTF-8 mode, the length is variable.
        !           219: Those with "MIN" in their name are the minimizing versions. Those with "POS" in 
        !           220: their names are possessive versions. Each is followed by the character that is
        !           221: to be repeated. Other repeats make use of these opcodes:
        !           222: 
        !           223:   Caseful         Caseless
        !           224:   OP_UPTO         OP_UPTOI    
        !           225:   OP_MINUPTO      OP_MINUPTOI 
        !           226:   OP_POSUPTO      OP_POSUPTOI 
        !           227:   OP_EXACT        OP_EXACTI   
        !           228: 
        !           229: Each of these is followed by a two-byte count (most significant first) and the
        !           230: repeated character. OP_UPTO matches from 0 to the given number. A repeat with a
        !           231: non-zero minimum and a fixed maximum is coded as an OP_EXACT followed by an
        !           232: OP_UPTO (or OP_MINUPTO or OPT_POSUPTO).
        !           233: 
        !           234: 
        !           235: Repeating character types
        !           236: -------------------------
        !           237: 
        !           238: Repeats of things like \d are done exactly as for single characters, except
        !           239: that instead of a character, the opcode for the type is stored in the data
        !           240: byte. The opcodes are:
        !           241: 
        !           242:   OP_TYPESTAR
        !           243:   OP_TYPEMINSTAR
        !           244:   OP_TYPEPOSSTAR 
        !           245:   OP_TYPEPLUS
        !           246:   OP_TYPEMINPLUS
        !           247:   OP_TYPEPOSPLUS 
        !           248:   OP_TYPEQUERY
        !           249:   OP_TYPEMINQUERY
        !           250:   OP_TYPEPOSQUERY 
        !           251:   OP_TYPEUPTO
        !           252:   OP_TYPEMINUPTO
        !           253:   OP_TYPEPOSUPTO 
        !           254:   OP_TYPEEXACT
        !           255: 
        !           256: 
        !           257: Match by Unicode property
        !           258: -------------------------
        !           259: 
        !           260: OP_PROP and OP_NOTPROP are used for positive and negative matches of a 
        !           261: character by testing its Unicode property (the \p and \P escape sequences).
        !           262: Each is followed by two bytes that encode the desired property as a type and a 
        !           263: value.
        !           264: 
        !           265: Repeats of these items use the OP_TYPESTAR etc. set of opcodes, followed by 
        !           266: three bytes: OP_PROP or OP_NOTPROP and then the desired property type and 
        !           267: value.
        !           268: 
        !           269: 
        !           270: Character classes
        !           271: -----------------
        !           272: 
        !           273: If there is only one character, OP_CHAR or OP_CHARI is used for a positive
        !           274: class, and OP_NOT or OP_NOTI for a negative one (that is, for something like
        !           275: [^a]). However, in UTF-8 mode, the use of OP_NOT[I] applies only to characters
        !           276: with values < 128, because OP_NOT[I] is confined to single bytes.
        !           277: 
        !           278: Another set of 13 repeating opcodes (called OP_NOTSTAR etc.) are used for a
        !           279: repeated, negated, single-character class. The normal single-character opcodes
        !           280: (OP_STAR, etc.) are used for a repeated positive single-character class.
        !           281: 
        !           282: When there is more than one character in a class and all the characters are
        !           283: less than 256, OP_CLASS is used for a positive class, and OP_NCLASS for a
        !           284: negative one. In either case, the opcode is followed by a 32-byte bit map
        !           285: containing a 1 bit for every character that is acceptable. The bits are counted
        !           286: from the least significant end of each byte. In caseless mode, bits for both 
        !           287: cases are set.
        !           288: 
        !           289: The reason for having both OP_CLASS and OP_NCLASS is so that, in UTF-8 mode,
        !           290: subject characters with values greater than 256 can be handled correctly. For
        !           291: OP_CLASS they do not match, whereas for OP_NCLASS they do.
        !           292: 
        !           293: For classes containing characters with values > 255, OP_XCLASS is used. It
        !           294: optionally uses a bit map (if any characters lie within it), followed by a list
        !           295: of pairs (for a range) and single characters. In caseless mode, both cases are 
        !           296: explicitly listed. There is a flag character than indicates whether it is a
        !           297: positive or a negative class.
        !           298: 
        !           299: 
        !           300: Back references
        !           301: ---------------
        !           302: 
        !           303: OP_REF (caseful) or OP_REFI (caseless) is followed by two bytes containing the
        !           304: reference number.
        !           305: 
        !           306: 
        !           307: Repeating character classes and back references
        !           308: -----------------------------------------------
        !           309: 
        !           310: Single-character classes are handled specially (see above). This section
        !           311: applies to OP_CLASS and OP_REF[I]. In both cases, the repeat information
        !           312: follows the base item. The matching code looks at the following opcode to see
        !           313: if it is one of
        !           314: 
        !           315:   OP_CRSTAR
        !           316:   OP_CRMINSTAR
        !           317:   OP_CRPLUS
        !           318:   OP_CRMINPLUS
        !           319:   OP_CRQUERY
        !           320:   OP_CRMINQUERY
        !           321:   OP_CRRANGE
        !           322:   OP_CRMINRANGE
        !           323: 
        !           324: All but the last two are just single-byte items. The others are followed by
        !           325: four bytes of data, comprising the minimum and maximum repeat counts. There are 
        !           326: no special possessive opcodes for these repeats; a possessive repeat is 
        !           327: compiled into an atomic group.
        !           328: 
        !           329: 
        !           330: Brackets and alternation
        !           331: ------------------------
        !           332: 
        !           333: A pair of non-capturing (round) brackets is wrapped round each expression at
        !           334: compile time, so alternation always happens in the context of brackets.
        !           335: 
        !           336: [Note for North Americans: "bracket" to some English speakers, including
        !           337: myself, can be round, square, curly, or pointy. Hence this usage.]
        !           338: 
        !           339: Non-capturing brackets use the opcode OP_BRA. Originally PCRE was limited to 99
        !           340: capturing brackets and it used a different opcode for each one. From release
        !           341: 3.5, the limit was removed by putting the bracket number into the data for
        !           342: higher-numbered brackets. From release 7.0 all capturing brackets are handled
        !           343: this way, using the single opcode OP_CBRA.
        !           344: 
        !           345: A bracket opcode is followed by LINK_SIZE bytes which give the offset to the
        !           346: next alternative OP_ALT or, if there aren't any branches, to the matching
        !           347: OP_KET opcode. Each OP_ALT is followed by LINK_SIZE bytes giving the offset to
        !           348: the next one, or to the OP_KET opcode. For capturing brackets, the bracket 
        !           349: number immediately follows the offset, always as a 2-byte item.
        !           350: 
        !           351: OP_KET is used for subpatterns that do not repeat indefinitely, while
        !           352: OP_KETRMIN and OP_KETRMAX are used for indefinite repetitions, minimally or
        !           353: maximally respectively (see below for possessive repetitions). All three are
        !           354: followed by LINK_SIZE bytes giving (as a positive number) the offset back to
        !           355: the matching bracket opcode.
        !           356: 
        !           357: If a subpattern is quantified such that it is permitted to match zero times, it
        !           358: is preceded by one of OP_BRAZERO, OP_BRAMINZERO, or OP_SKIPZERO. These are
        !           359: single-byte opcodes that tell the matcher that skipping the following
        !           360: subpattern entirely is a valid branch. In the case of the first two, not 
        !           361: skipping the pattern is also valid (greedy and non-greedy). The third is used 
        !           362: when a pattern has the quantifier {0,0}. It cannot be entirely discarded, 
        !           363: because it may be called as a subroutine from elsewhere in the regex.
        !           364: 
        !           365: A subpattern with an indefinite maximum repetition is replicated in the
        !           366: compiled data its minimum number of times (or once with OP_BRAZERO if the
        !           367: minimum is zero), with the final copy terminating with OP_KETRMIN or OP_KETRMAX
        !           368: as appropriate.
        !           369: 
        !           370: A subpattern with a bounded maximum repetition is replicated in a nested
        !           371: fashion up to the maximum number of times, with OP_BRAZERO or OP_BRAMINZERO
        !           372: before each replication after the minimum, so that, for example, (abc){2,5} is
        !           373: compiled as (abc)(abc)((abc)((abc)(abc)?)?)?, except that each bracketed group 
        !           374: has the same number.
        !           375: 
        !           376: When a repeated subpattern has an unbounded upper limit, it is checked to see 
        !           377: whether it could match an empty string. If this is the case, the opcode in the 
        !           378: final replication is changed to OP_SBRA or OP_SCBRA. This tells the matcher
        !           379: that it needs to check for matching an empty string when it hits OP_KETRMIN or
        !           380: OP_KETRMAX, and if so, to break the loop.
        !           381: 
        !           382: Possessive brackets
        !           383: -------------------
        !           384: 
        !           385: When a repeated group (capturing or non-capturing) is marked as possessive by
        !           386: the "+" notation, e.g. (abc)++, different opcodes are used. Their names all
        !           387: have POS on the end, e.g. OP_BRAPOS instead of OP_BRA and OP_SCPBRPOS instead 
        !           388: of OP_SCBRA. The end of such a group is marked by OP_KETRPOS. If the minimum 
        !           389: repetition is zero, the group is preceded by OP_BRAPOSZERO.
        !           390: 
        !           391: 
        !           392: Assertions
        !           393: ----------
        !           394: 
        !           395: Forward assertions are just like other subpatterns, but starting with one of
        !           396: the opcodes OP_ASSERT or OP_ASSERT_NOT. Backward assertions use the opcodes
        !           397: OP_ASSERTBACK and OP_ASSERTBACK_NOT, and the first opcode inside the assertion
        !           398: is OP_REVERSE, followed by a two byte count of the number of characters to move
        !           399: back the pointer in the subject string. When operating in UTF-8 mode, the count
        !           400: is a character count rather than a byte count. A separate count is present in
        !           401: each alternative of a lookbehind assertion, allowing them to have different
        !           402: fixed lengths.
        !           403: 
        !           404: 
        !           405: Once-only (atomic) subpatterns
        !           406: ------------------------------
        !           407: 
        !           408: These are also just like other subpatterns, but they start with the opcode
        !           409: OP_ONCE. The check for matching an empty string in an unbounded repeat is 
        !           410: handled entirely at runtime, so there is just this one opcode.
        !           411: 
        !           412: 
        !           413: Conditional subpatterns
        !           414: -----------------------
        !           415: 
        !           416: These are like other subpatterns, but they start with the opcode OP_COND, or
        !           417: OP_SCOND for one that might match an empty string in an unbounded repeat. If
        !           418: the condition is a back reference, this is stored at the start of the
        !           419: subpattern using the opcode OP_CREF followed by two bytes containing the
        !           420: reference number. OP_NCREF is used instead if the reference was generated by 
        !           421: name (so that the runtime code knows to check for duplicate names).
        !           422: 
        !           423: If the condition is "in recursion" (coded as "(?(R)"), or "in recursion of
        !           424: group x" (coded as "(?(Rx)"), the group number is stored at the start of the
        !           425: subpattern using the opcode OP_RREF or OP_NRREF (cf OP_NCREF), and a value of
        !           426: zero for "the whole pattern". For a DEFINE condition, just the single byte
        !           427: OP_DEF is used (it has no associated data). Otherwise, a conditional subpattern
        !           428: always starts with one of the assertions.
        !           429: 
        !           430: 
        !           431: Recursion
        !           432: ---------
        !           433: 
        !           434: Recursion either matches the current regex, or some subexpression. The opcode
        !           435: OP_RECURSE is followed by an value which is the offset to the starting bracket
        !           436: from the start of the whole pattern. From release 6.5, OP_RECURSE is 
        !           437: automatically wrapped inside OP_ONCE brackets (because otherwise some patterns 
        !           438: broke it). OP_RECURSE is also used for "subroutine" calls, even though they 
        !           439: are not strictly a recursion.
        !           440: 
        !           441: 
        !           442: Callout
        !           443: -------
        !           444: 
        !           445: OP_CALLOUT is followed by one byte of data that holds a callout number in the
        !           446: range 0 to 254 for manual callouts, or 255 for an automatic callout. In both 
        !           447: cases there follows a two-byte value giving the offset in the pattern to the
        !           448: start of the following item, and another two-byte item giving the length of the
        !           449: next item.
        !           450: 
        !           451: 
        !           452: Philip Hazel
        !           453: October 2011

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