Explicitly initialize anonModule to null.
[htmlpurifier.git] / docs / dev-config-schema.html
blob07aecd35ac88c67f4bfbd6cdb05e920d6f807f61
1 <?xml version="1.0" encoding="UTF-8"?>
2 <!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Strict//EN"
3 "http://www.w3.org/TR/xhtml1/DTD/xhtml1-strict.dtd">
4 <html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
5 <head>
6 <meta http-equiv="Content-Type" content="text/html; charset=UTF-8" />
7 <meta name="description" content="Describes config schema framework in HTML Purifier." />
8 <link rel="stylesheet" type="text/css" href="./style.css" />
9 <title>Config Schema - HTML Purifier</title>
10 </head>
11 <body>
13 <h1>Config Schema</h1>
15 <div id="filing">Filed under Development</div>
16 <div id="index">Return to the <a href="index.html">index</a>.</div>
17 <div id="home"><a href="http://htmlpurifier.org/">HTML Purifier</a> End-User Documentation</div>
19 <p>
20 HTML Purifier has a fairly complex system for configuration. Users
21 interact with a <code>HTMLPurifier_Config</code> object to
22 set configuration directives. The values they set are validated according
23 to a configuration schema, <code>HTMLPurifier_ConfigSchema</code>.
24 </p>
26 <p>
27 The schema is mostly transparent to end-users, but if you're doing development
28 work for HTML Purifier and need to define a new configuration directive,
29 you'll need to interact with it. We'll also talk about how to define
30 userspace configuration directives at the very end.
31 </p>
33 <h2>Write a directive file</h2>
35 <p>
36 Directive files define configuration directives to be used by
37 HTML Purifier. They are placed in <code>library/HTMLPurifier/ConfigSchema/schema/</code>
38 in the form <code><em>Namespace</em>.<em>Directive</em>.txt</code> (I
39 couldn't think of a more descriptive file extension.)
40 Directive files are actually what we call <code>StringHash</code>es,
41 i.e. associative arrays represented in a string form reminiscent of
42 <a href="http://qa.php.net/write-test.php">PHPT</a> tests. Here's a
43 sample directive file, <code>Test.Sample.txt</code>:
44 </p>
46 <pre>Test.Sample
47 TYPE: string/null
48 DEFAULT: NULL
49 ALLOWED: 'foo', 'bar'
50 VALUE-ALIASES: 'baz' => 'bar'
51 VERSION: 3.1.0
52 --DESCRIPTION--
53 This is a sample configuration directive for the purposes of the
54 &lt;code&gt;dev-config-schema.html&lt;code&gt; documentation.
55 --ALIASES--
56 Test.Example</pre>
58 <p>
59 Each of these segments has a specific meaning:
60 </p>
62 <table class="table">
63 <thead>
64 <tr>
65 <th>Key</th>
66 <th>Example</th>
67 <th>Description</th>
68 </tr>
69 </thead>
70 <tbody>
71 <tr>
72 <td>ID</td>
73 <td>Test.Sample</td>
74 <td>The name of the directive, in the form Namespace.Directive
75 (implicitly the first line)</td>
76 </tr>
77 <tr>
78 <td>TYPE</td>
79 <td>string/null</td>
80 <td>The type of variable this directive accepts. See below for
81 details. You can also add <code>/null</code> to the end of
82 any basic type to allow null values too.</td>
83 </tr>
84 <tr>
85 <td>DEFAULT</td>
86 <td>NULL</td>
87 <td>A parseable PHP expression of the default value.</td>
88 </tr>
89 <tr>
90 <td>DESCRIPTION</td>
91 <td>This is a...</td>
92 <td>An HTML description of what this directive does.</td>
93 </tr>
94 <tr>
95 <td>VERSION</td>
96 <td>3.1.0</td>
97 <td><em>Recommended</em>. The version of HTML Purifier this directive was added.
98 Directives that have been around since 1.0.0 don't have this,
99 but any new ones should.</td>
100 </tr>
101 <tr>
102 <td>ALIASES</td>
103 <td>Test.Example</td>
104 <td><em>Optional</em>. A comma separated list of aliases for this directive.
105 This is most useful for backwards compatibility and should
106 not be used otherwise.</td>
107 </tr>
108 <tr>
109 <td>ALLOWED</td>
110 <td>'foo', 'bar'</td>
111 <td><em>Optional</em>. Set of allowed value for a directive,
112 a comma separated list of parseable PHP expressions. This
113 is only allowed string, istring, text and itext TYPEs.</td>
114 </tr>
115 <tr>
116 <td>VALUE-ALIASES</td>
117 <td>'baz' =&gt; 'bar'</td>
118 <td><em>Optional</em>. Mapping of one value to another, and
119 should be a comma separated list of keypair duples. This
120 is only allowed string, istring, text and itext TYPEs.</td>
121 </tr>
122 <tr>
123 <td>DEPRECATED-VERSION</td>
124 <td>3.1.0</td>
125 <td><em>Not shown</em>. Indicates that the directive was
126 deprecated this version.</td>
127 </tr>
128 <tr>
129 <td>DEPRECATED-USE</td>
130 <td>Test.NewDirective</td>
131 <td><em>Not shown</em>. Indicates what new directive should be
132 used instead. Note that the directives will functionally be
133 different, although they should offer the same functionality.
134 If they are identical, use an alias instead.</td>
135 </tr>
136 <tr>
137 <td>EXTERNAL</td>
138 <td>CSSTidy</td>
139 <td><em>Not shown</em>. Indicates if there is an external library
140 the user will need to download and install to use this configuration
141 directive. As of right now, this is merely a Google-able name; future
142 versions may also provide links and instructions.</td>
143 </tr>
144 </tbody>
145 </table>
148 Some notes on format and style:
149 </p>
151 <ul>
152 <li>
153 Each of these keys can be expressed in the short format
154 (<code>KEY: Value</code>) or the long format
155 (<code>--KEY--</code> with value beneath). You must use the
156 long format if multiple lines are needed, or if a long format
157 has been used already (that's why <code>ALIASES</code> in our
158 example is in the long format); otherwise, it's user preference.
159 </li>
160 <li>
161 The HTML descriptions should be wrapped at about 80 columns; do
162 not rely on editor word-wrapping.
163 </li>
164 </ul>
167 Also, as promised, here is the set of possible types:
168 </p>
170 <table class="table">
171 <thead>
172 <tr>
173 <th>Type</th>
174 <th>Example</th>
175 <th>Description</th>
176 </tr>
177 </thead>
178 <tbody>
179 <tr>
180 <td>string</td>
181 <td>'Foo'</td>
182 <td><a href="http://docs.php.net/manual/en/language.types.string.php">String</a> without newlines</td>
183 </tr>
184 <tr>
185 <td>istring</td>
186 <td>'foo'</td>
187 <td>Case insensitive ASCII string without newlines</td>
188 </tr>
189 <tr>
190 <td>text</td>
191 <td>"A<em>\n</em>b"</td>
192 <td>String with newlines</td>
193 </tr>
194 <tr>
195 <td>itext</td>
196 <td>"a<em>\n</em>b"</td>
197 <td>Case insensitive ASCII string without newlines</td>
198 </tr>
199 <tr>
200 <td>int</td>
201 <td>23</td>
202 <td>Integer</td>
203 </tr>
204 <tr>
205 <td>float</td>
206 <td>3.0</td>
207 <td>Floating point number</td>
208 </tr>
209 <tr>
210 <td>bool</td>
211 <td>true</td>
212 <td>Boolean</td>
213 </tr>
214 <tr>
215 <td>lookup</td>
216 <td>array('key' =&gt; true)</td>
217 <td>Lookup array, used with <code>isset($var[$key])</code></td>
218 </tr>
219 <tr>
220 <td>list</td>
221 <td>array('f', 'b')</td>
222 <td>List array, with ordered numerical indexes</td>
223 </tr>
224 <tr>
225 <td>hash</td>
226 <td>array('key' =&gt; 'val')</td>
227 <td>Associative array of keys to values</td>
228 </tr>
229 <tr>
230 <td>mixed</td>
231 <td>new stdclass</td>
232 <td>Any PHP variable is fine</td>
233 </tr>
234 </tbody>
235 </table>
238 The examples represent what will be returned out of the configuration
239 object; users have a little bit of leeway when setting configuration
240 values (for example, a lookup value can be specified as a list;
241 HTML Purifier will flip it as necessary.) These types are defined
242 in <a href="http://repo.or.cz/w/htmlpurifier.git?a=blob;hb=HEAD;f=library/HTMLPurifier/VarParser.php">
243 library/HTMLPurifier/VarParser.php</a>.
244 </p>
247 For more information on what values are allowed, and how they are parsed,
248 consult <a href="http://repo.or.cz/w/htmlpurifier.git?a=blob;hb=HEAD;f=library/HTMLPurifier/ConfigSchema/InterchangeBuilder.php">
249 library/HTMLPurifier/ConfigSchema/InterchangeBuilder.php</a>, as well
250 as <a href="http://repo.or.cz/w/htmlpurifier.git?a=blob;hb=HEAD;f=library/HTMLPurifier/ConfigSchema/Interchange/Directive.php">
251 library/HTMLPurifier/ConfigSchema/Interchange/Directive.php</a> for
252 the semantics of the parsed values.
253 </p>
255 <h2>Refreshing the cache</h2>
258 You may have noticed that your directive file isn't doing anything
259 yet. That's because it hasn't been added to the runtime
260 <code>HTMLPurifier_ConfigSchema</code> instance. Run
261 <code>maintenance/generate-schema-cache.php</code> to fix this.
262 If there were no errors, you're good to go! Don't forget to add
263 some unit tests for your functionality!
264 </p>
267 If you ever make changes to your configuration directives, you
268 will need to run this script again.
269 </p>
270 <h2>Adding in-house schema definitions</h2>
273 Placing stuff directly in HTML Purifier's source tree is generally not a
274 good idea, so HTML Purifier 4.0.0+ has some facilities in place to make your
275 life easier.
276 </p>
279 The first is to pass an extra parameter to <code>maintenance/generate-schema-cache.php</code>
280 with the location of your directory (relative or absolute path will do). For example,
281 if I'm storing my custom definitions in <em>/var/htmlpurifier/myschema</em>, run:
282 <code>php maintenance/generate-schema-cache.php /var/htmlpurifier/myschema</code>.
283 </p>
286 Alternatively, you can create a small loader PHP file in the HTML Purifier base
287 directory named <code>config-schema.php</code> (this is the same directory
288 you would place a <code>test-settings.php</code> file). In this file, add
289 the following line for each directory you want to load:
290 </p>
292 <pre>$builder-&gt;buildDir($interchange, '/var/htmlpurifier/myschema');</pre>
294 <p>You can even load a single file using:</p>
296 <pre>$builder-&gt;buildFile($interchange, '/var/htmlpurifier/myschema/MyApp.Directive.txt');</pre>
298 <p>Storing custom definitions that you don't plan on sending back upstream in
299 a separate directory is <em>definitely</em> a good idea! Additionally, picking
300 a good namespace can go a long way to saving you grief if you want to use
301 someone else's change, but they picked the same name, or if HTML Purifier
302 decides to add support for a configuration directive that has the same name.</p>
304 <!-- TODO: how to name directives that rely on naming conventions -->
306 <h2>Errors</h2>
309 All directive files go through a rigorous validation process
310 through <a href="http://repo.or.cz/w/htmlpurifier.git?a=blob;hb=HEAD;f=library/HTMLPurifier/ConfigSchema/Validator.php">
311 library/HTMLPurifier/ConfigSchema/Validator.php</a>, as well
312 as some basic checks during building. While
313 listing every error out here is out-of-scope for this document, we
314 can give some general tips for interpreting error messages.
315 There are two types of errors: builder errors and validation errors.
316 </p>
318 <h3>Builder errors</h3>
320 <blockquote>
322 <strong>Exception:</strong> Expected type string, got
323 integer in DEFAULT in directive hash 'Ns.Dir'
324 </p>
325 </blockquote>
328 You can identify a builder error by the keyword "directive hash."
329 These are the easiest to deal with, because they directly correspond
330 with your directive file. Find the offending directive file (which
331 is the directive hash plus the .txt extension), find the
332 offending index ("in DEFAULT" means the DEFAULT key) and fix the error.
333 This particular error would occur if your default value is not the same
334 type as TYPE.
335 </p>
337 <h3>Validation errors</h3>
339 <blockquote>
341 <strong>Exception:</strong> Alias 3 in valueAliases in directive
342 'Ns.Dir' must be a string
343 </p>
344 </blockquote>
347 These are a little trickier, because we're not actually validating
348 your directive file, or even the direct string hash representation.
349 We're validating an Interchange object, and the error messages do
350 not mention any string hash keys.
351 </p>
354 Nevertheless, it's not difficult to figure out what went wrong.
355 Read the "context" statements in reverse:
356 </p>
358 <dl>
359 <dt>in directive 'Ns.Dir'</dt>
360 <dd>This means we need to look at the directive file <code>Ns.Dir.txt</code></dd>
361 <dt>in valueAliases</dt>
362 <dd>There's no key actually called this, but there's one that's close:
363 VALUE-ALIASES. Indeed, that's where to look.</dd>
364 <dt>Alias 3</dt>
365 <dd>The value alias that is equal to 3 is the culprit.</dd>
366 </dl>
369 In this particular case, you're not allowed to alias integers values to
370 strings values.
371 </p>
374 The most difficult part is translating the Interchange member variable (valueAliases)
375 into a directive file key (VALUE-ALIASES), but there's a one-to-one
376 correspondence currently. If the two formats diverge, any discrepancies
377 will be described in <a href="http://repo.or.cz/w/htmlpurifier.git?a=blob;hb=HEAD;f=library/HTMLPurifier/ConfigSchema/InterchangeBuilder.php">
378 library/HTMLPurifier/ConfigSchema/InterchangeBuilder.php</a>.
379 </p>
381 <h2>Internals</h2>
384 Much of the configuration schema framework's codebase deals with
385 shuffling data from one format to another, and doing validation on this
386 data.
387 The keystone of all of this is the <code>HTMLPurifier_ConfigSchema_Interchange</code>
388 class, which represents the purest, parsed representation of the schema.
389 </p>
392 Hand-writing this data is unwieldy, however, so we write directive files.
393 These directive files are parsed by <code>HTMLPurifier_StringHashParser</code>
394 into <code>HTMLPurifier_StringHash</code>es, which then
395 are run through <code>HTMLPurifier_ConfigSchema_InterchangeBuilder</code>
396 to construct the interchange object.
397 </p>
400 From the interchange object, the data can be siphoned into other forms
401 using <code>HTMLPurifier_ConfigSchema_Builder</code> subclasses.
402 For example, <code>HTMLPurifier_ConfigSchema_Builder_ConfigSchema</code>
403 generates a runtime <code>HTMLPurifier_ConfigSchema</code> object,
404 which <code>HTMLPurifier_Config</code> uses to validate its incoming
405 data. There is also an XML serializer, which is used to build documentation.
406 </p>
408 </body>
409 </html>
411 <!-- vim: et sw=4 sts=4