Annotation of embedaddon/php/ext/pcre/pcrelib/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.
        !             6: 
        !             7: 
        !             8: Historical note 1
        !             9: -----------------
        !            10: 
        !            11: Many years ago I implemented some regular expression functions to an algorithm
        !            12: suggested by Martin Richards. These were not Unix-like in form, and were quite
        !            13: restricted in what they could do by comparison with Perl. The interesting part
        !            14: about the algorithm was that the amount of space required to hold the compiled
        !            15: form of an expression was known in advance. The code to apply an expression did
        !            16: not operate by backtracking, as the original Henry Spencer code and current
        !            17: Perl code does, but instead checked all possibilities simultaneously by keeping
        !            18: a list of current states and checking all of them as it advanced through the
        !            19: subject string. In the terminology of Jeffrey Friedl's book, it was a "DFA
        !            20: algorithm", though it was not a traditional Finite State Machine (FSM). When
        !            21: the pattern was all used up, all remaining states were possible matches, and
        !            22: the one matching the longest subset of the subject string was chosen. This did
        !            23: not necessarily maximize the individual wild portions of the pattern, as is
        !            24: expected in Unix and Perl-style regular expressions.
        !            25: 
        !            26: 
        !            27: Historical note 2
        !            28: -----------------
        !            29: 
        !            30: By contrast, the code originally written by Henry Spencer (which was
        !            31: subsequently heavily modified for Perl) compiles the expression twice: once in
        !            32: a dummy mode in order to find out how much store will be needed, and then for
        !            33: real. (The Perl version probably doesn't do this any more; I'm talking about
        !            34: the original library.) The execution function operates by backtracking and
        !            35: maximizing (or, optionally, minimizing in Perl) the amount of the subject that
        !            36: matches individual wild portions of the pattern. This is an "NFA algorithm" in
        !            37: Friedl's terminology.
        !            38: 
        !            39: 
        !            40: OK, here's the real stuff
        !            41: -------------------------
        !            42: 
        !            43: For the set of functions that form the "basic" PCRE library (which are
        !            44: unrelated to those mentioned above), I tried at first to invent an algorithm
        !            45: that used an amount of store bounded by a multiple of the number of characters
        !            46: in the pattern, to save on compiling time. However, because of the greater
        !            47: complexity in Perl regular expressions, I couldn't do this. In any case, a
        !            48: first pass through the pattern is helpful for other reasons. 
        !            49: 
        !            50: 
        !            51: Computing the memory requirement: how it was
        !            52: --------------------------------------------
        !            53: 
        !            54: Up to and including release 6.7, PCRE worked by running a very degenerate first
        !            55: pass to calculate a maximum store size, and then a second pass to do the real
        !            56: compile - which might use a bit less than the predicted amount of memory. The
        !            57: idea was that this would turn out faster than the Henry Spencer code because
        !            58: the first pass is degenerate and the second pass can just store stuff straight
        !            59: into the vector, which it knows is big enough.
        !            60: 
        !            61: 
        !            62: Computing the memory requirement: how it is
        !            63: -------------------------------------------
        !            64: 
        !            65: By the time I was working on a potential 6.8 release, the degenerate first pass
        !            66: had become very complicated and hard to maintain. Indeed one of the early
        !            67: things I did for 6.8 was to fix Yet Another Bug in the memory computation. Then
        !            68: I had a flash of inspiration as to how I could run the real compile function in
        !            69: a "fake" mode that enables it to compute how much memory it would need, while
        !            70: actually only ever using a few hundred bytes of working memory, and without too
        !            71: many tests of the mode that might slow it down. So I re-factored the compiling
        !            72: functions to work this way. This got rid of about 600 lines of source. It
        !            73: should make future maintenance and development easier. As this was such a major 
        !            74: change, I never released 6.8, instead upping the number to 7.0 (other quite 
        !            75: major changes were also present in the 7.0 release).
        !            76: 
        !            77: A side effect of this work was that the previous limit of 200 on the nesting
        !            78: depth of parentheses was removed. However, there is a downside: pcre_compile()
        !            79: runs more slowly than before (30% or more, depending on the pattern) because it
        !            80: is doing a full analysis of the pattern. My hope was that this would not be a
        !            81: big issue, and in the event, nobody has commented on it.
        !            82: 
        !            83: 
        !            84: Traditional matching function
        !            85: -----------------------------
        !            86: 
        !            87: The "traditional", and original, matching function is called pcre_exec(), and 
        !            88: it implements an NFA algorithm, similar to the original Henry Spencer algorithm 
        !            89: and the way that Perl works. This is not surprising, since it is intended to be
        !            90: as compatible with Perl as possible. This is the function most users of PCRE
        !            91: will use most of the time.
        !            92: 
        !            93: 
        !            94: Supplementary matching function
        !            95: -------------------------------
        !            96: 
        !            97: From PCRE 6.0, there is also a supplementary matching function called 
        !            98: pcre_dfa_exec(). This implements a DFA matching algorithm that searches 
        !            99: simultaneously for all possible matches that start at one point in the subject 
        !           100: string. (Going back to my roots: see Historical Note 1 above.) This function 
        !           101: intreprets the same compiled pattern data as pcre_exec(); however, not all the 
        !           102: facilities are available, and those that are do not always work in quite the 
        !           103: same way. See the user documentation for details.
        !           104: 
        !           105: The algorithm that is used for pcre_dfa_exec() is not a traditional FSM, 
        !           106: because it may have a number of states active at one time. More work would be 
        !           107: needed at compile time to produce a traditional FSM where only one state is 
        !           108: ever active at once. I believe some other regex matchers work this way.
        !           109: 
        !           110: 
        !           111: Format of compiled patterns
        !           112: ---------------------------
        !           113: 
        !           114: The compiled form of a pattern is a vector of bytes, containing items of
        !           115: variable length. The first byte in an item is an opcode, and the length of the
        !           116: item is either implicit in the opcode or contained in the data bytes that
        !           117: follow it. 
        !           118: 
        !           119: In many cases below LINK_SIZE data values are specified for offsets within the 
        !           120: compiled pattern. The default value for LINK_SIZE is 2, but PCRE can be
        !           121: compiled to use 3-byte or 4-byte values for these offsets (impairing the
        !           122: performance). This is necessary only when patterns whose compiled length is
        !           123: greater than 64K are going to be processed. In this description, we assume the
        !           124: "normal" compilation options. Data values that are counts (e.g. for
        !           125: quantifiers) are always just two bytes long.
        !           126: 
        !           127: A list of the opcodes follows:
        !           128: 
        !           129: Opcodes with no following data
        !           130: ------------------------------
        !           131: 
        !           132: These items are all just one byte long
        !           133: 
        !           134:   OP_END                 end of pattern
        !           135:   OP_ANY                 match any one character other than newline
        !           136:   OP_ALLANY              match any one character, including newline
        !           137:   OP_ANYBYTE             match any single byte, even in UTF-8 mode
        !           138:   OP_SOD                 match start of data: \A
        !           139:   OP_SOM,                start of match (subject + offset): \G
        !           140:   OP_SET_SOM,            set start of match (\K) 
        !           141:   OP_CIRC                ^ (start of data, or after \n in multiline)
        !           142:   OP_NOT_WORD_BOUNDARY   \W
        !           143:   OP_WORD_BOUNDARY       \w
        !           144:   OP_NOT_DIGIT           \D
        !           145:   OP_DIGIT               \d
        !           146:   OP_NOT_HSPACE          \H
        !           147:   OP_HSPACE              \h  
        !           148:   OP_NOT_WHITESPACE      \S
        !           149:   OP_WHITESPACE          \s
        !           150:   OP_NOT_VSPACE          \V
        !           151:   OP_VSPACE              \v  
        !           152:   OP_NOT_WORDCHAR        \W
        !           153:   OP_WORDCHAR            \w
        !           154:   OP_EODN                match end of data or \n at end: \Z
        !           155:   OP_EOD                 match end of data: \z
        !           156:   OP_DOLL                $ (end of data, or before \n in multiline)
        !           157:   OP_EXTUNI              match an extended Unicode character 
        !           158:   OP_ANYNL               match any Unicode newline sequence 
        !           159:   
        !           160:   OP_ACCEPT              ) These are Perl 5.10's "backtracking control   
        !           161:   OP_COMMIT              ) verbs". If OP_ACCEPT is inside capturing
        !           162:   OP_FAIL                ) parentheses, it may be preceded by one or more
        !           163:   OP_PRUNE               ) OP_CLOSE, followed by a 2-byte number,
        !           164:   OP_SKIP                ) indicating which parentheses must be closed.
        !           165:   
        !           166: 
        !           167: Backtracking control verbs with data
        !           168: ------------------------------------
        !           169:  
        !           170: OP_THEN is followed by a LINK_SIZE offset, which is the distance back to the
        !           171: start of the current branch.
        !           172: 
        !           173: OP_MARK is followed by the mark name, preceded by a one-byte length, and 
        !           174: followed by a binary zero. For (*PRUNE), (*SKIP), and (*THEN) with arguments, 
        !           175: the opcodes OP_PRUNE_ARG, OP_SKIP_ARG, and OP_THEN_ARG are used. For the first 
        !           176: two, the name follows immediately; for OP_THEN_ARG, it follows the LINK_SIZE 
        !           177: offset value.
        !           178:   
        !           179: 
        !           180: Repeating single characters
        !           181: ---------------------------
        !           182: 
        !           183: The common repeats (*, +, ?) when applied to a single character use the
        !           184: following opcodes:
        !           185: 
        !           186:   OP_STAR
        !           187:   OP_MINSTAR
        !           188:   OP_POSSTAR 
        !           189:   OP_PLUS
        !           190:   OP_MINPLUS
        !           191:   OP_POSPLUS 
        !           192:   OP_QUERY
        !           193:   OP_MINQUERY
        !           194:   OP_POSQUERY 
        !           195: 
        !           196: In ASCII mode, these are two-byte items; in UTF-8 mode, the length is variable.
        !           197: Those with "MIN" in their name are the minimizing versions. Those with "POS" in 
        !           198: their names are possessive versions. Each is followed by the character that is
        !           199: to be repeated. Other repeats make use of
        !           200: 
        !           201:   OP_UPTO
        !           202:   OP_MINUPTO
        !           203:   OP_POSUPTO 
        !           204:   OP_EXACT
        !           205: 
        !           206: which are followed by a two-byte count (most significant first) and the
        !           207: repeated character. OP_UPTO matches from 0 to the given number. A repeat with a
        !           208: non-zero minimum and a fixed maximum is coded as an OP_EXACT followed by an
        !           209: OP_UPTO (or OP_MINUPTO or OPT_POSUPTO).
        !           210: 
        !           211: 
        !           212: Repeating character types
        !           213: -------------------------
        !           214: 
        !           215: Repeats of things like \d are done exactly as for single characters, except
        !           216: that instead of a character, the opcode for the type is stored in the data
        !           217: byte. The opcodes are:
        !           218: 
        !           219:   OP_TYPESTAR
        !           220:   OP_TYPEMINSTAR
        !           221:   OP_TYPEPOSSTAR 
        !           222:   OP_TYPEPLUS
        !           223:   OP_TYPEMINPLUS
        !           224:   OP_TYPEPOSPLUS 
        !           225:   OP_TYPEQUERY
        !           226:   OP_TYPEMINQUERY
        !           227:   OP_TYPEPOSQUERY 
        !           228:   OP_TYPEUPTO
        !           229:   OP_TYPEMINUPTO
        !           230:   OP_TYPEPOSUPTO 
        !           231:   OP_TYPEEXACT
        !           232: 
        !           233: 
        !           234: Match by Unicode property
        !           235: -------------------------
        !           236: 
        !           237: OP_PROP and OP_NOTPROP are used for positive and negative matches of a 
        !           238: character by testing its Unicode property (the \p and \P escape sequences).
        !           239: Each is followed by two bytes that encode the desired property as a type and a 
        !           240: value.
        !           241: 
        !           242: Repeats of these items use the OP_TYPESTAR etc. set of opcodes, followed by 
        !           243: three bytes: OP_PROP or OP_NOTPROP and then the desired property type and 
        !           244: value.
        !           245: 
        !           246: 
        !           247: Matching literal characters
        !           248: ---------------------------
        !           249: 
        !           250: The OP_CHAR opcode is followed by a single character that is to be matched 
        !           251: casefully. For caseless matching, OP_CHARNC is used. In UTF-8 mode, the 
        !           252: character may be more than one byte long. (Earlier versions of PCRE used 
        !           253: multi-character strings, but this was changed to allow some new features to be 
        !           254: added.)
        !           255: 
        !           256: 
        !           257: Character classes
        !           258: -----------------
        !           259: 
        !           260: If there is only one character, OP_CHAR or OP_CHARNC is used for a positive
        !           261: class, and OP_NOT for a negative one (that is, for something like [^a]).
        !           262: However, in UTF-8 mode, the use of OP_NOT applies only to characters with
        !           263: values < 128, because OP_NOT is confined to single bytes.
        !           264: 
        !           265: Another set of repeating opcodes (OP_NOTSTAR etc.) are used for a repeated,
        !           266: negated, single-character class. The normal ones (OP_STAR etc.) are used for a
        !           267: repeated positive single-character class.
        !           268: 
        !           269: When there's more than one character in a class and all the characters are less
        !           270: than 256, OP_CLASS is used for a positive class, and OP_NCLASS for a negative
        !           271: one. In either case, the opcode is followed by a 32-byte bit map containing a 1
        !           272: bit for every character that is acceptable. The bits are counted from the least
        !           273: significant end of each byte.
        !           274: 
        !           275: The reason for having both OP_CLASS and OP_NCLASS is so that, in UTF-8 mode,
        !           276: subject characters with values greater than 256 can be handled correctly. For
        !           277: OP_CLASS they don't match, whereas for OP_NCLASS they do.
        !           278: 
        !           279: For classes containing characters with values > 255, OP_XCLASS is used. It
        !           280: optionally uses a bit map (if any characters lie within it), followed by a list
        !           281: of pairs and single characters. There is a flag character than indicates
        !           282: whether it's a positive or a negative class.
        !           283: 
        !           284: 
        !           285: Back references
        !           286: ---------------
        !           287: 
        !           288: OP_REF is followed by two bytes containing the reference number.
        !           289: 
        !           290: 
        !           291: Repeating character classes and back references
        !           292: -----------------------------------------------
        !           293: 
        !           294: Single-character classes are handled specially (see above). This section
        !           295: applies to OP_CLASS and OP_REF. In both cases, the repeat information follows
        !           296: the base item. The matching code looks at the following opcode to see if it is
        !           297: one of
        !           298: 
        !           299:   OP_CRSTAR
        !           300:   OP_CRMINSTAR
        !           301:   OP_CRPLUS
        !           302:   OP_CRMINPLUS
        !           303:   OP_CRQUERY
        !           304:   OP_CRMINQUERY
        !           305:   OP_CRRANGE
        !           306:   OP_CRMINRANGE
        !           307: 
        !           308: All but the last two are just single-byte items. The others are followed by
        !           309: four bytes of data, comprising the minimum and maximum repeat counts. There are 
        !           310: no special possessive opcodes for these repeats; a possessive repeat is 
        !           311: compiled into an atomic group.
        !           312: 
        !           313: 
        !           314: Brackets and alternation
        !           315: ------------------------
        !           316: 
        !           317: A pair of non-capturing (round) brackets is wrapped round each expression at
        !           318: compile time, so alternation always happens in the context of brackets.
        !           319: 
        !           320: [Note for North Americans: "bracket" to some English speakers, including
        !           321: myself, can be round, square, curly, or pointy. Hence this usage.]
        !           322: 
        !           323: Non-capturing brackets use the opcode OP_BRA. Originally PCRE was limited to 99
        !           324: capturing brackets and it used a different opcode for each one. From release
        !           325: 3.5, the limit was removed by putting the bracket number into the data for
        !           326: higher-numbered brackets. From release 7.0 all capturing brackets are handled
        !           327: this way, using the single opcode OP_CBRA.
        !           328: 
        !           329: A bracket opcode is followed by LINK_SIZE bytes which give the offset to the
        !           330: next alternative OP_ALT or, if there aren't any branches, to the matching
        !           331: OP_KET opcode. Each OP_ALT is followed by LINK_SIZE bytes giving the offset to
        !           332: the next one, or to the OP_KET opcode. For capturing brackets, the bracket 
        !           333: number immediately follows the offset, always as a 2-byte item.
        !           334: 
        !           335: OP_KET is used for subpatterns that do not repeat indefinitely, while
        !           336: OP_KETRMIN and OP_KETRMAX are used for indefinite repetitions, minimally or
        !           337: maximally respectively. All three are followed by LINK_SIZE bytes giving (as a
        !           338: positive number) the offset back to the matching bracket opcode.
        !           339: 
        !           340: If a subpattern is quantified such that it is permitted to match zero times, it
        !           341: is preceded by one of OP_BRAZERO, OP_BRAMINZERO, or OP_SKIPZERO. These are
        !           342: single-byte opcodes that tell the matcher that skipping the following
        !           343: subpattern entirely is a valid branch. In the case of the first two, not 
        !           344: skipping the pattern is also valid (greedy and non-greedy). The third is used 
        !           345: when a pattern has the quantifier {0,0}. It cannot be entirely discarded, 
        !           346: because it may be called as a subroutine from elsewhere in the regex.
        !           347: 
        !           348: A subpattern with an indefinite maximum repetition is replicated in the
        !           349: compiled data its minimum number of times (or once with OP_BRAZERO if the
        !           350: minimum is zero), with the final copy terminating with OP_KETRMIN or OP_KETRMAX
        !           351: as appropriate.
        !           352: 
        !           353: A subpattern with a bounded maximum repetition is replicated in a nested
        !           354: fashion up to the maximum number of times, with OP_BRAZERO or OP_BRAMINZERO
        !           355: before each replication after the minimum, so that, for example, (abc){2,5} is
        !           356: compiled as (abc)(abc)((abc)((abc)(abc)?)?)?, except that each bracketed group 
        !           357: has the same number.
        !           358: 
        !           359: When a repeated subpattern has an unbounded upper limit, it is checked to see 
        !           360: whether it could match an empty string. If this is the case, the opcode in the 
        !           361: final replication is changed to OP_SBRA or OP_SCBRA. This tells the matcher
        !           362: that it needs to check for matching an empty string when it hits OP_KETRMIN or
        !           363: OP_KETRMAX, and if so, to break the loop.
        !           364: 
        !           365: 
        !           366: Assertions
        !           367: ----------
        !           368: 
        !           369: Forward assertions are just like other subpatterns, but starting with one of
        !           370: the opcodes OP_ASSERT or OP_ASSERT_NOT. Backward assertions use the opcodes
        !           371: OP_ASSERTBACK and OP_ASSERTBACK_NOT, and the first opcode inside the assertion
        !           372: is OP_REVERSE, followed by a two byte count of the number of characters to move
        !           373: back the pointer in the subject string. When operating in UTF-8 mode, the count
        !           374: is a character count rather than a byte count. A separate count is present in
        !           375: each alternative of a lookbehind assertion, allowing them to have different
        !           376: fixed lengths.
        !           377: 
        !           378: 
        !           379: Once-only (atomic) subpatterns
        !           380: ------------------------------
        !           381: 
        !           382: These are also just like other subpatterns, but they start with the opcode
        !           383: OP_ONCE. The check for matching an empty string in an unbounded repeat is 
        !           384: handled entirely at runtime, so there is just this one opcode.
        !           385: 
        !           386: 
        !           387: Conditional subpatterns
        !           388: -----------------------
        !           389: 
        !           390: These are like other subpatterns, but they start with the opcode OP_COND, or
        !           391: OP_SCOND for one that might match an empty string in an unbounded repeat. If
        !           392: the condition is a back reference, this is stored at the start of the
        !           393: subpattern using the opcode OP_CREF followed by two bytes containing the
        !           394: reference number. OP_NCREF is used instead if the reference was generated by 
        !           395: name (so that the runtime code knows to check for duplicate names).
        !           396: 
        !           397: If the condition is "in recursion" (coded as "(?(R)"), or "in recursion of
        !           398: group x" (coded as "(?(Rx)"), the group number is stored at the start of the
        !           399: subpattern using the opcode OP_RREF or OP_NRREF (cf OP_NCREF), and a value of
        !           400: zero for "the whole pattern". For a DEFINE condition, just the single byte
        !           401: OP_DEF is used (it has no associated data). Otherwise, a conditional subpattern
        !           402: always starts with one of the assertions.
        !           403: 
        !           404: 
        !           405: Recursion
        !           406: ---------
        !           407: 
        !           408: Recursion either matches the current regex, or some subexpression. The opcode
        !           409: OP_RECURSE is followed by an value which is the offset to the starting bracket
        !           410: from the start of the whole pattern. From release 6.5, OP_RECURSE is 
        !           411: automatically wrapped inside OP_ONCE brackets (because otherwise some patterns 
        !           412: broke it). OP_RECURSE is also used for "subroutine" calls, even though they 
        !           413: are not strictly a recursion.
        !           414: 
        !           415: 
        !           416: Callout
        !           417: -------
        !           418: 
        !           419: OP_CALLOUT is followed by one byte of data that holds a callout number in the
        !           420: range 0 to 254 for manual callouts, or 255 for an automatic callout. In both 
        !           421: cases there follows a two-byte value giving the offset in the pattern to the
        !           422: start of the following item, and another two-byte item giving the length of the
        !           423: next item.
        !           424: 
        !           425: 
        !           426: Changing options
        !           427: ----------------
        !           428: 
        !           429: If any of the /i, /m, or /s options are changed within a pattern, an OP_OPT
        !           430: opcode is compiled, followed by one byte containing the new settings of these
        !           431: flags. If there are several alternatives, there is an occurrence of OP_OPT at
        !           432: the start of all those following the first options change, to set appropriate
        !           433: options for the start of the alternative. Immediately after the end of the
        !           434: group there is another such item to reset the flags to their previous values. A
        !           435: change of flag right at the very start of the pattern can be handled entirely
        !           436: at compile time, and so does not cause anything to be put into the compiled
        !           437: data.
        !           438: 
        !           439: Philip Hazel
        !           440: October 2010

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