libraries/spcre/libpcre/pcre/HACKING
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     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 Historical note 1
       
     8 -----------------
       
     9 
       
    10 Many years ago I implemented some regular expression functions to an algorithm
       
    11 suggested by Martin Richards. These were not Unix-like in form, and were quite
       
    12 restricted in what they could do by comparison with Perl. The interesting part
       
    13 about the algorithm was that the amount of space required to hold the compiled
       
    14 form of an expression was known in advance. The code to apply an expression did
       
    15 not operate by backtracking, as the original Henry Spencer code and current
       
    16 Perl code does, but instead checked all possibilities simultaneously by keeping
       
    17 a list of current states and checking all of them as it advanced through the
       
    18 subject string. In the terminology of Jeffrey Friedl's book, it was a "DFA
       
    19 algorithm", though it was not a traditional Finite State Machine (FSM). When
       
    20 the pattern was all used up, all remaining states were possible matches, and
       
    21 the one matching the longest subset of the subject string was chosen. This did
       
    22 not necessarily maximize the individual wild portions of the pattern, as is
       
    23 expected in Unix and Perl-style regular expressions.
       
    24 
       
    25 Historical note 2
       
    26 -----------------
       
    27 
       
    28 By contrast, the code originally written by Henry Spencer (which was
       
    29 subsequently heavily modified for Perl) compiles the expression twice: once in
       
    30 a dummy mode in order to find out how much store will be needed, and then for
       
    31 real. (The Perl version probably doesn't do this any more; I'm talking about
       
    32 the original library.) The execution function operates by backtracking and
       
    33 maximizing (or, optionally, minimizing in Perl) the amount of the subject that
       
    34 matches individual wild portions of the pattern. This is an "NFA algorithm" in
       
    35 Friedl's terminology.
       
    36 
       
    37 OK, here's the real stuff
       
    38 -------------------------
       
    39 
       
    40 For the set of functions that form the "basic" PCRE library (which are
       
    41 unrelated to those mentioned above), I tried at first to invent an algorithm
       
    42 that used an amount of store bounded by a multiple of the number of characters
       
    43 in the pattern, to save on compiling time. However, because of the greater
       
    44 complexity in Perl regular expressions, I couldn't do this. In any case, a
       
    45 first pass through the pattern is helpful for other reasons. 
       
    46 
       
    47 Computing the memory requirement: how it was
       
    48 --------------------------------------------
       
    49 
       
    50 Up to and including release 6.7, PCRE worked by running a very degenerate first
       
    51 pass to calculate a maximum store size, and then a second pass to do the real
       
    52 compile - which might use a bit less than the predicted amount of memory. The
       
    53 idea was that this would turn out faster than the Henry Spencer code because
       
    54 the first pass is degenerate and the second pass can just store stuff straight
       
    55 into the vector, which it knows is big enough.
       
    56 
       
    57 Computing the memory requirement: how it is
       
    58 -------------------------------------------
       
    59 
       
    60 By the time I was working on a potential 6.8 release, the degenerate first pass
       
    61 had become very complicated and hard to maintain. Indeed one of the early
       
    62 things I did for 6.8 was to fix Yet Another Bug in the memory computation. Then
       
    63 I had a flash of inspiration as to how I could run the real compile function in
       
    64 a "fake" mode that enables it to compute how much memory it would need, while
       
    65 actually only ever using a few hundred bytes of working memory, and without too
       
    66 many tests of the mode that might slow it down. So I re-factored the compiling
       
    67 functions to work this way. This got rid of about 600 lines of source. It
       
    68 should make future maintenance and development easier. As this was such a major 
       
    69 change, I never released 6.8, instead upping the number to 7.0 (other quite 
       
    70 major changes are also present in the 7.0 release).
       
    71 
       
    72 A side effect of this work is that the previous limit of 200 on the nesting
       
    73 depth of parentheses was removed. However, there is a downside: pcre_compile()
       
    74 runs more slowly than before (30% or more, depending on the pattern) because it
       
    75 is doing a full analysis of the pattern. My hope is that this is not a big
       
    76 issue.
       
    77 
       
    78 Traditional matching function
       
    79 -----------------------------
       
    80 
       
    81 The "traditional", and original, matching function is called pcre_exec(), and 
       
    82 it implements an NFA algorithm, similar to the original Henry Spencer algorithm 
       
    83 and the way that Perl works. Not surprising, since it is intended to be as 
       
    84 compatible with Perl as possible. This is the function most users of PCRE will 
       
    85 use most of the time.
       
    86 
       
    87 Supplementary matching function
       
    88 -------------------------------
       
    89 
       
    90 From PCRE 6.0, there is also a supplementary matching function called 
       
    91 pcre_dfa_exec(). This implements a DFA matching algorithm that searches 
       
    92 simultaneously for all possible matches that start at one point in the subject 
       
    93 string. (Going back to my roots: see Historical Note 1 above.) This function 
       
    94 intreprets the same compiled pattern data as pcre_exec(); however, not all the 
       
    95 facilities are available, and those that are do not always work in quite the 
       
    96 same way. See the user documentation for details.
       
    97 
       
    98 The algorithm that is used for pcre_dfa_exec() is not a traditional FSM, 
       
    99 because it may have a number of states active at one time. More work would be 
       
   100 needed at compile time to produce a traditional FSM where only one state is 
       
   101 ever active at once. I believe some other regex matchers work this way.
       
   102 
       
   103 
       
   104 Format of compiled patterns
       
   105 ---------------------------
       
   106 
       
   107 The compiled form of a pattern is a vector of bytes, containing items of
       
   108 variable length. The first byte in an item is an opcode, and the length of the
       
   109 item is either implicit in the opcode or contained in the data bytes that
       
   110 follow it. 
       
   111 
       
   112 In many cases below LINK_SIZE data values are specified for offsets within the 
       
   113 compiled pattern. The default value for LINK_SIZE is 2, but PCRE can be
       
   114 compiled to use 3-byte or 4-byte values for these offsets (impairing the
       
   115 performance). This is necessary only when patterns whose compiled length is
       
   116 greater than 64K are going to be processed. In this description, we assume the
       
   117 "normal" compilation options. Data values that are counts (e.g. for
       
   118 quantifiers) are always just two bytes long.
       
   119 
       
   120 A list of the opcodes follows:
       
   121 
       
   122 Opcodes with no following data
       
   123 ------------------------------
       
   124 
       
   125 These items are all just one byte long
       
   126 
       
   127   OP_END                 end of pattern
       
   128   OP_ANY                 match any one character other than newline
       
   129   OP_ALLANY              match any one character, including newline
       
   130   OP_ANYBYTE             match any single byte, even in UTF-8 mode
       
   131   OP_SOD                 match start of data: \A
       
   132   OP_SOM,                start of match (subject + offset): \G
       
   133   OP_SET_SOM,            set start of match (\K) 
       
   134   OP_CIRC                ^ (start of data, or after \n in multiline)
       
   135   OP_NOT_WORD_BOUNDARY   \W
       
   136   OP_WORD_BOUNDARY       \w
       
   137   OP_NOT_DIGIT           \D
       
   138   OP_DIGIT               \d
       
   139   OP_NOT_HSPACE          \H
       
   140   OP_HSPACE              \h  
       
   141   OP_NOT_WHITESPACE      \S
       
   142   OP_WHITESPACE          \s
       
   143   OP_NOT_VSPACE          \V
       
   144   OP_VSPACE              \v  
       
   145   OP_NOT_WORDCHAR        \W
       
   146   OP_WORDCHAR            \w
       
   147   OP_EODN                match end of data or \n at end: \Z
       
   148   OP_EOD                 match end of data: \z
       
   149   OP_DOLL                $ (end of data, or before \n in multiline)
       
   150   OP_EXTUNI              match an extended Unicode character 
       
   151   OP_ANYNL               match any Unicode newline sequence 
       
   152   
       
   153   OP_ACCEPT              )
       
   154   OP_COMMIT              ) 
       
   155   OP_FAIL                ) These are Perl 5.10's "backtracking     
       
   156   OP_PRUNE               ) control verbs".                         
       
   157   OP_SKIP                )
       
   158   OP_THEN                )
       
   159   
       
   160 
       
   161 Repeating single characters
       
   162 ---------------------------
       
   163 
       
   164 The common repeats (*, +, ?) when applied to a single character use the
       
   165 following opcodes:
       
   166 
       
   167   OP_STAR
       
   168   OP_MINSTAR
       
   169   OP_POSSTAR 
       
   170   OP_PLUS
       
   171   OP_MINPLUS
       
   172   OP_POSPLUS 
       
   173   OP_QUERY
       
   174   OP_MINQUERY
       
   175   OP_POSQUERY 
       
   176 
       
   177 In ASCII mode, these are two-byte items; in UTF-8 mode, the length is variable.
       
   178 Those with "MIN" in their name are the minimizing versions. Those with "POS" in 
       
   179 their names are possessive versions. Each is followed by the character that is
       
   180 to be repeated. Other repeats make use of
       
   181 
       
   182   OP_UPTO
       
   183   OP_MINUPTO
       
   184   OP_POSUPTO 
       
   185   OP_EXACT
       
   186 
       
   187 which are followed by a two-byte count (most significant first) and the
       
   188 repeated character. OP_UPTO matches from 0 to the given number. A repeat with a
       
   189 non-zero minimum and a fixed maximum is coded as an OP_EXACT followed by an
       
   190 OP_UPTO (or OP_MINUPTO or OPT_POSUPTO).
       
   191 
       
   192 
       
   193 Repeating character types
       
   194 -------------------------
       
   195 
       
   196 Repeats of things like \d are done exactly as for single characters, except
       
   197 that instead of a character, the opcode for the type is stored in the data
       
   198 byte. The opcodes are:
       
   199 
       
   200   OP_TYPESTAR
       
   201   OP_TYPEMINSTAR
       
   202   OP_TYPEPOSSTAR 
       
   203   OP_TYPEPLUS
       
   204   OP_TYPEMINPLUS
       
   205   OP_TYPEPOSPLUS 
       
   206   OP_TYPEQUERY
       
   207   OP_TYPEMINQUERY
       
   208   OP_TYPEPOSQUERY 
       
   209   OP_TYPEUPTO
       
   210   OP_TYPEMINUPTO
       
   211   OP_TYPEPOSUPTO 
       
   212   OP_TYPEEXACT
       
   213 
       
   214 
       
   215 Match by Unicode property
       
   216 -------------------------
       
   217 
       
   218 OP_PROP and OP_NOTPROP are used for positive and negative matches of a 
       
   219 character by testing its Unicode property (the \p and \P escape sequences).
       
   220 Each is followed by two bytes that encode the desired property as a type and a 
       
   221 value.
       
   222 
       
   223 Repeats of these items use the OP_TYPESTAR etc. set of opcodes, followed by 
       
   224 three bytes: OP_PROP or OP_NOTPROP and then the desired property type and 
       
   225 value.
       
   226 
       
   227 
       
   228 Matching literal characters
       
   229 ---------------------------
       
   230 
       
   231 The OP_CHAR opcode is followed by a single character that is to be matched 
       
   232 casefully. For caseless matching, OP_CHARNC is used. In UTF-8 mode, the 
       
   233 character may be more than one byte long. (Earlier versions of PCRE used 
       
   234 multi-character strings, but this was changed to allow some new features to be 
       
   235 added.)
       
   236 
       
   237 
       
   238 Character classes
       
   239 -----------------
       
   240 
       
   241 If there is only one character, OP_CHAR or OP_CHARNC is used for a positive
       
   242 class, and OP_NOT for a negative one (that is, for something like [^a]).
       
   243 However, in UTF-8 mode, the use of OP_NOT applies only to characters with
       
   244 values < 128, because OP_NOT is confined to single bytes.
       
   245 
       
   246 Another set of repeating opcodes (OP_NOTSTAR etc.) are used for a repeated,
       
   247 negated, single-character class. The normal ones (OP_STAR etc.) are used for a
       
   248 repeated positive single-character class.
       
   249 
       
   250 When there's more than one character in a class and all the characters are less
       
   251 than 256, OP_CLASS is used for a positive class, and OP_NCLASS for a negative
       
   252 one. In either case, the opcode is followed by a 32-byte bit map containing a 1
       
   253 bit for every character that is acceptable. The bits are counted from the least
       
   254 significant end of each byte.
       
   255 
       
   256 The reason for having both OP_CLASS and OP_NCLASS is so that, in UTF-8 mode,
       
   257 subject characters with values greater than 256 can be handled correctly. For
       
   258 OP_CLASS they don't match, whereas for OP_NCLASS they do.
       
   259 
       
   260 For classes containing characters with values > 255, OP_XCLASS is used. It
       
   261 optionally uses a bit map (if any characters lie within it), followed by a list
       
   262 of pairs and single characters. There is a flag character than indicates
       
   263 whether it's a positive or a negative class.
       
   264 
       
   265 
       
   266 Back references
       
   267 ---------------
       
   268 
       
   269 OP_REF is followed by two bytes containing the reference number.
       
   270 
       
   271 
       
   272 Repeating character classes and back references
       
   273 -----------------------------------------------
       
   274 
       
   275 Single-character classes are handled specially (see above). This section
       
   276 applies to OP_CLASS and OP_REF. In both cases, the repeat information follows
       
   277 the base item. The matching code looks at the following opcode to see if it is
       
   278 one of
       
   279 
       
   280   OP_CRSTAR
       
   281   OP_CRMINSTAR
       
   282   OP_CRPLUS
       
   283   OP_CRMINPLUS
       
   284   OP_CRQUERY
       
   285   OP_CRMINQUERY
       
   286   OP_CRRANGE
       
   287   OP_CRMINRANGE
       
   288 
       
   289 All but the last two are just single-byte items. The others are followed by
       
   290 four bytes of data, comprising the minimum and maximum repeat counts. There are 
       
   291 no special possessive opcodes for these repeats; a possessive repeat is 
       
   292 compiled into an atomic group.
       
   293 
       
   294 
       
   295 Brackets and alternation
       
   296 ------------------------
       
   297 
       
   298 A pair of non-capturing (round) brackets is wrapped round each expression at
       
   299 compile time, so alternation always happens in the context of brackets.
       
   300 
       
   301 [Note for North Americans: "bracket" to some English speakers, including
       
   302 myself, can be round, square, curly, or pointy. Hence this usage.]
       
   303 
       
   304 Non-capturing brackets use the opcode OP_BRA. Originally PCRE was limited to 99
       
   305 capturing brackets and it used a different opcode for each one. From release
       
   306 3.5, the limit was removed by putting the bracket number into the data for
       
   307 higher-numbered brackets. From release 7.0 all capturing brackets are handled
       
   308 this way, using the single opcode OP_CBRA.
       
   309 
       
   310 A bracket opcode is followed by LINK_SIZE bytes which give the offset to the
       
   311 next alternative OP_ALT or, if there aren't any branches, to the matching
       
   312 OP_KET opcode. Each OP_ALT is followed by LINK_SIZE bytes giving the offset to
       
   313 the next one, or to the OP_KET opcode. For capturing brackets, the bracket 
       
   314 number immediately follows the offset, always as a 2-byte item.
       
   315 
       
   316 OP_KET is used for subpatterns that do not repeat indefinitely, while
       
   317 OP_KETRMIN and OP_KETRMAX are used for indefinite repetitions, minimally or
       
   318 maximally respectively. All three are followed by LINK_SIZE bytes giving (as a
       
   319 positive number) the offset back to the matching bracket opcode.
       
   320 
       
   321 If a subpattern is quantified such that it is permitted to match zero times, it
       
   322 is preceded by one of OP_BRAZERO, OP_BRAMINZERO, or OP_SKIPZERO. These are
       
   323 single-byte opcodes that tell the matcher that skipping the following
       
   324 subpattern entirely is a valid branch. In the case of the first two, not 
       
   325 skipping the pattern is also valid (greedy and non-greedy). The third is used 
       
   326 when a pattern has the quantifier {0,0}. It cannot be entirely discarded, 
       
   327 because it may be called as a subroutine from elsewhere in the regex.
       
   328 
       
   329 A subpattern with an indefinite maximum repetition is replicated in the
       
   330 compiled data its minimum number of times (or once with OP_BRAZERO if the
       
   331 minimum is zero), with the final copy terminating with OP_KETRMIN or OP_KETRMAX
       
   332 as appropriate.
       
   333 
       
   334 A subpattern with a bounded maximum repetition is replicated in a nested
       
   335 fashion up to the maximum number of times, with OP_BRAZERO or OP_BRAMINZERO
       
   336 before each replication after the minimum, so that, for example, (abc){2,5} is
       
   337 compiled as (abc)(abc)((abc)((abc)(abc)?)?)?, except that each bracketed group 
       
   338 has the same number.
       
   339 
       
   340 When a repeated subpattern has an unbounded upper limit, it is checked to see 
       
   341 whether it could match an empty string. If this is the case, the opcode in the 
       
   342 final replication is changed to OP_SBRA or OP_SCBRA. This tells the matcher
       
   343 that it needs to check for matching an empty string when it hits OP_KETRMIN or
       
   344 OP_KETRMAX, and if so, to break the loop.
       
   345 
       
   346 
       
   347 Assertions
       
   348 ----------
       
   349 
       
   350 Forward assertions are just like other subpatterns, but starting with one of
       
   351 the opcodes OP_ASSERT or OP_ASSERT_NOT. Backward assertions use the opcodes
       
   352 OP_ASSERTBACK and OP_ASSERTBACK_NOT, and the first opcode inside the assertion
       
   353 is OP_REVERSE, followed by a two byte count of the number of characters to move
       
   354 back the pointer in the subject string. When operating in UTF-8 mode, the count
       
   355 is a character count rather than a byte count. A separate count is present in
       
   356 each alternative of a lookbehind assertion, allowing them to have different
       
   357 fixed lengths.
       
   358 
       
   359 
       
   360 Once-only (atomic) subpatterns
       
   361 ------------------------------
       
   362 
       
   363 These are also just like other subpatterns, but they start with the opcode
       
   364 OP_ONCE. The check for matching an empty string in an unbounded repeat is 
       
   365 handled entirely at runtime, so there is just this one opcode.
       
   366 
       
   367 
       
   368 Conditional subpatterns
       
   369 -----------------------
       
   370 
       
   371 These are like other subpatterns, but they start with the opcode OP_COND, or
       
   372 OP_SCOND for one that might match an empty string in an unbounded repeat. If
       
   373 the condition is a back reference, this is stored at the start of the
       
   374 subpattern using the opcode OP_CREF followed by two bytes containing the
       
   375 reference number. If the condition is "in recursion" (coded as "(?(R)"), or "in
       
   376 recursion of group x" (coded as "(?(Rx)"), the group number is stored at the
       
   377 start of the subpattern using the opcode OP_RREF, and a value of zero for "the
       
   378 whole pattern". For a DEFINE condition, just the single byte OP_DEF is used (it
       
   379 has no associated data). Otherwise, a conditional subpattern always starts with
       
   380 one of the assertions.
       
   381 
       
   382 
       
   383 Recursion
       
   384 ---------
       
   385 
       
   386 Recursion either matches the current regex, or some subexpression. The opcode
       
   387 OP_RECURSE is followed by an value which is the offset to the starting bracket
       
   388 from the start of the whole pattern. From release 6.5, OP_RECURSE is 
       
   389 automatically wrapped inside OP_ONCE brackets (because otherwise some patterns 
       
   390 broke it). OP_RECURSE is also used for "subroutine" calls, even though they 
       
   391 are not strictly a recursion.
       
   392 
       
   393 
       
   394 Callout
       
   395 -------
       
   396 
       
   397 OP_CALLOUT is followed by one byte of data that holds a callout number in the
       
   398 range 0 to 254 for manual callouts, or 255 for an automatic callout. In both 
       
   399 cases there follows a two-byte value giving the offset in the pattern to the
       
   400 start of the following item, and another two-byte item giving the length of the
       
   401 next item.
       
   402 
       
   403 
       
   404 Changing options
       
   405 ----------------
       
   406 
       
   407 If any of the /i, /m, or /s options are changed within a pattern, an OP_OPT
       
   408 opcode is compiled, followed by one byte containing the new settings of these
       
   409 flags. If there are several alternatives, there is an occurrence of OP_OPT at
       
   410 the start of all those following the first options change, to set appropriate
       
   411 options for the start of the alternative. Immediately after the end of the
       
   412 group there is another such item to reset the flags to their previous values. A
       
   413 change of flag right at the very start of the pattern can be handled entirely
       
   414 at compile time, and so does not cause anything to be put into the compiled
       
   415 data.
       
   416 
       
   417 Philip Hazel
       
   418 April 2008