Annotation of embedaddon/php/ext/pcre/pcrelib/HACKING, revision 1.1.1.1

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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