1PERLFILTER(1)          Perl Programmers Reference Guide          PERLFILTER(1)
2
3
4

NAME

6       perlfilter - Source Filters
7

DESCRIPTION

9       This article is about a little-known feature of Perl called source
10       filters. Source filters alter the program text of a module before Perl
11       sees it, much as a C preprocessor alters the source text of a C program
12       before the compiler sees it. This article tells you more about what
13       source filters are, how they work, and how to write your own.
14
15       The original purpose of source filters was to let you encrypt your
16       program source to prevent casual piracy. This isn't all they can do, as
17       you'll soon learn. But first, the basics.
18

CONCEPTS

20       Before the Perl interpreter can execute a Perl script, it must first
21       read it from a file into memory for parsing and compilation. If that
22       script itself includes other scripts with a "use" or "require"
23       statement, then each of those scripts will have to be read from their
24       respective files as well.
25
26       Now think of each logical connection between the Perl parser and an
27       individual file as a source stream. A source stream is created when the
28       Perl parser opens a file, it continues to exist as the source code is
29       read into memory, and it is destroyed when Perl is finished parsing the
30       file. If the parser encounters a "require" or "use" statement in a
31       source stream, a new and distinct stream is created just for that file.
32
33       The diagram below represents a single source stream, with the flow of
34       source from a Perl script file on the left into the Perl parser on the
35       right. This is how Perl normally operates.
36
37           file -------> parser
38
39       There are two important points to remember:
40
41       1.   Although there can be any number of source streams in existence at
42            any given time, only one will be active.
43
44       2.   Every source stream is associated with only one file.
45
46       A source filter is a special kind of Perl module that intercepts and
47       modifies a source stream before it reaches the parser. A source filter
48       changes our diagram like this:
49
50           file ----> filter ----> parser
51
52       If that doesn't make much sense, consider the analogy of a command
53       pipeline. Say you have a shell script stored in the compressed file
54       trial.gz. The simple pipeline command below runs the script without
55       needing to create a temporary file to hold the uncompressed file.
56
57           gunzip -c trial.gz | sh
58
59       In this case, the data flow from the pipeline can be represented as
60       follows:
61
62           trial.gz ----> gunzip ----> sh
63
64       With source filters, you can store the text of your script compressed
65       and use a source filter to uncompress it for Perl's parser:
66
67            compressed           gunzip
68           Perl program ---> source filter ---> parser
69

USING FILTERS

71       So how do you use a source filter in a Perl script? Above, I said that
72       a source filter is just a special kind of module. Like all Perl
73       modules, a source filter is invoked with a use statement.
74
75       Say you want to pass your Perl source through the C preprocessor before
76       execution. You could use the existing "-P" command line option to do
77       this, but as it happens, the source filters distribution comes with a C
78       preprocessor filter module called Filter::cpp. Let's use that instead.
79
80       Below is an example program, "cpp_test", which makes use of this
81       filter.  Line numbers have been added to allow specific lines to be
82       referenced easily.
83
84           1: use Filter::cpp;
85           2: #define TRUE 1
86           3: $a = TRUE;
87           4: print "a = $a\n";
88
89       When you execute this script, Perl creates a source stream for the
90       file. Before the parser processes any of the lines from the file, the
91       source stream looks like this:
92
93           cpp_test ---------> parser
94
95       Line 1, "use Filter::cpp", includes and installs the "cpp" filter
96       module. All source filters work this way. The use statement is compiled
97       and executed at compile time, before any more of the file is read, and
98       it attaches the cpp filter to the source stream behind the scenes. Now
99       the data flow looks like this:
100
101           cpp_test ----> cpp filter ----> parser
102
103       As the parser reads the second and subsequent lines from the source
104       stream, it feeds those lines through the "cpp" source filter before
105       processing them. The "cpp" filter simply passes each line through the
106       real C preprocessor. The output from the C preprocessor is then
107       inserted back into the source stream by the filter.
108
109                         .-> cpp --.
110                         |         |
111                         |         |
112                         |       <-'
113          cpp_test ----> cpp filter ----> parser
114
115       The parser then sees the following code:
116
117           use Filter::cpp;
118           $a = 1;
119           print "a = $a\n";
120
121       Let's consider what happens when the filtered code includes another
122       module with use:
123
124           1: use Filter::cpp;
125           2: #define TRUE 1
126           3: use Fred;
127           4: $a = TRUE;
128           5: print "a = $a\n";
129
130       The "cpp" filter does not apply to the text of the Fred module, only to
131       the text of the file that used it ("cpp_test"). Although the use
132       statement on line 3 will pass through the cpp filter, the module that
133       gets included ("Fred") will not. The source streams look like this
134       after line 3 has been parsed and before line 4 is parsed:
135
136           cpp_test ---> cpp filter ---> parser (INACTIVE)
137
138           Fred.pm ----> parser
139
140       As you can see, a new stream has been created for reading the source
141       from "Fred.pm". This stream will remain active until all of "Fred.pm"
142       has been parsed. The source stream for "cpp_test" will still exist, but
143       is inactive. Once the parser has finished reading Fred.pm, the source
144       stream associated with it will be destroyed. The source stream for
145       "cpp_test" then becomes active again and the parser reads line 4 and
146       subsequent lines from "cpp_test".
147
148       You can use more than one source filter on a single file. Similarly,
149       you can reuse the same filter in as many files as you like.
150
151       For example, if you have a uuencoded and compressed source file, it is
152       possible to stack a uudecode filter and an uncompression filter like
153       this:
154
155           use Filter::uudecode; use Filter::uncompress;
156           M'XL(".H<US4''V9I;F%L')Q;>7/;1I;_>_I3=&E=%:F*I"T?22Q/
157           M6]9*<IQCO*XFT"0[PL%%'Y+IG?WN^ZYN-$'J.[.JE$,20/?K=_[>
158           ...
159
160       Once the first line has been processed, the flow will look like this:
161
162           file ---> uudecode ---> uncompress ---> parser
163                      filter         filter
164
165       Data flows through filters in the same order they appear in the source
166       file. The uudecode filter appeared before the uncompress filter, so the
167       source file will be uudecoded before it's uncompressed.
168

WRITING A SOURCE FILTER

170       There are three ways to write your own source filter. You can write it
171       in C, use an external program as a filter, or write the filter in Perl.
172       I won't cover the first two in any great detail, so I'll get them out
173       of the way first. Writing the filter in Perl is most convenient, so
174       I'll devote the most space to it.
175

WRITING A SOURCE FILTER IN C

177       The first of the three available techniques is to write the filter
178       completely in C. The external module you create interfaces directly
179       with the source filter hooks provided by Perl.
180
181       The advantage of this technique is that you have complete control over
182       the implementation of your filter. The big disadvantage is the
183       increased complexity required to write the filter - not only do you
184       need to understand the source filter hooks, but you also need a
185       reasonable knowledge of Perl guts. One of the few times it is worth
186       going to this trouble is when writing a source scrambler. The "decrypt"
187       filter (which unscrambles the source before Perl parses it) included
188       with the source filter distribution is an example of a C source filter
189       (see Decryption Filters, below).
190
191       Decryption Filters
192            All decryption filters work on the principle of "security through
193            obscurity." Regardless of how well you write a decryption filter
194            and how strong your encryption algorithm is, anyone determined
195            enough can retrieve the original source code. The reason is quite
196            simple - once the decryption filter has decrypted the source back
197            to its original form, fragments of it will be stored in the
198            computer's memory as Perl parses it. The source might only be in
199            memory for a short period of time, but anyone possessing a
200            debugger, skill, and lots of patience can eventually reconstruct
201            your program.
202
203            That said, there are a number of steps that can be taken to make
204            life difficult for the potential cracker. The most important:
205            Write your decryption filter in C and statically link the
206            decryption module into the Perl binary. For further tips to make
207            life difficult for the potential cracker, see the file decrypt.pm
208            in the source filters module.
209

CREATING A SOURCE FILTER AS A SEPARATE EXECUTABLE

211       An alternative to writing the filter in C is to create a separate
212       executable in the language of your choice. The separate executable
213       reads from standard input, does whatever processing is necessary, and
214       writes the filtered data to standard output. "Filter::cpp" is an
215       example of a source filter implemented as a separate executable - the
216       executable is the C preprocessor bundled with your C compiler.
217
218       The source filter distribution includes two modules that simplify this
219       task: "Filter::exec" and "Filter::sh". Both allow you to run any
220       external executable. Both use a coprocess to control the flow of data
221       into and out of the external executable. (For details on coprocesses,
222       see Stephens, W.R. "Advanced Programming in the UNIX Environment."
223       Addison-Wesley, ISBN 0-210-56317-7, pages 441-445.) The difference
224       between them is that "Filter::exec" spawns the external command
225       directly, while "Filter::sh" spawns a shell to execute the external
226       command. (Unix uses the Bourne shell; NT uses the cmd shell.) Spawning
227       a shell allows you to make use of the shell metacharacters and
228       redirection facilities.
229
230       Here is an example script that uses "Filter::sh":
231
232           use Filter::sh 'tr XYZ PQR';
233           $a = 1;
234           print "XYZ a = $a\n";
235
236       The output you'll get when the script is executed:
237
238           PQR a = 1
239
240       Writing a source filter as a separate executable works fine, but a
241       small performance penalty is incurred. For example, if you execute the
242       small example above, a separate subprocess will be created to run the
243       Unix "tr" command. Each use of the filter requires its own subprocess.
244       If creating subprocesses is expensive on your system, you might want to
245       consider one of the other options for creating source filters.
246

WRITING A SOURCE FILTER IN PERL

248       The easiest and most portable option available for creating your own
249       source filter is to write it completely in Perl. To distinguish this
250       from the previous two techniques, I'll call it a Perl source filter.
251
252       To help understand how to write a Perl source filter we need an example
253       to study. Here is a complete source filter that performs rot13
254       decoding. (Rot13 is a very simple encryption scheme used in Usenet
255       postings to hide the contents of offensive posts. It moves every letter
256       forward thirteen places, so that A becomes N, B becomes O, and Z
257       becomes M.)
258
259          package Rot13;
260
261          use Filter::Util::Call;
262
263          sub import {
264             my ($type) = @_;
265             my ($ref) = [];
266             filter_add(bless $ref);
267          }
268
269          sub filter {
270             my ($self) = @_;
271             my ($status);
272
273             tr/n-za-mN-ZA-M/a-zA-Z/
274                if ($status = filter_read()) > 0;
275             $status;
276          }
277
278          1;
279
280       All Perl source filters are implemented as Perl classes and have the
281       same basic structure as the example above.
282
283       First, we include the "Filter::Util::Call" module, which exports a
284       number of functions into your filter's namespace. The filter shown
285       above uses two of these functions, "filter_add()" and "filter_read()".
286
287       Next, we create the filter object and associate it with the source
288       stream by defining the "import" function. If you know Perl well enough,
289       you know that "import" is called automatically every time a module is
290       included with a use statement. This makes "import" the ideal place to
291       both create and install a filter object.
292
293       In the example filter, the object ($ref) is blessed just like any other
294       Perl object. Our example uses an anonymous array, but this isn't a
295       requirement. Because this example doesn't need to store any context
296       information, we could have used a scalar or hash reference just as
297       well. The next section demonstrates context data.
298
299       The association between the filter object and the source stream is made
300       with the "filter_add()" function. This takes a filter object as a
301       parameter ($ref in this case) and installs it in the source stream.
302
303       Finally, there is the code that actually does the filtering. For this
304       type of Perl source filter, all the filtering is done in a method
305       called "filter()". (It is also possible to write a Perl source filter
306       using a closure. See the "Filter::Util::Call" manual page for more
307       details.) It's called every time the Perl parser needs another line of
308       source to process. The "filter()" method, in turn, reads lines from the
309       source stream using the "filter_read()" function.
310
311       If a line was available from the source stream, "filter_read()" returns
312       a status value greater than zero and appends the line to $_.  A status
313       value of zero indicates end-of-file, less than zero means an error. The
314       filter function itself is expected to return its status in the same
315       way, and put the filtered line it wants written to the source stream in
316       $_. The use of $_ accounts for the brevity of most Perl source filters.
317
318       In order to make use of the rot13 filter we need some way of encoding
319       the source file in rot13 format. The script below, "mkrot13", does just
320       that.
321
322           die "usage mkrot13 filename\n" unless @ARGV;
323           my $in = $ARGV[0];
324           my $out = "$in.tmp";
325           open(IN, "<$in") or die "Cannot open file $in: $!\n";
326           open(OUT, ">$out") or die "Cannot open file $out: $!\n";
327
328           print OUT "use Rot13;\n";
329           while (<IN>) {
330              tr/a-zA-Z/n-za-mN-ZA-M/;
331              print OUT;
332           }
333
334           close IN;
335           close OUT;
336           unlink $in;
337           rename $out, $in;
338
339       If we encrypt this with "mkrot13":
340
341           print " hello fred \n";
342
343       the result will be this:
344
345           use Rot13;
346           cevag "uryyb serq\a";
347
348       Running it produces this output:
349
350           hello fred
351

USING CONTEXT: THE DEBUG FILTER

353       The rot13 example was a trivial example. Here's another demonstration
354       that shows off a few more features.
355
356       Say you wanted to include a lot of debugging code in your Perl script
357       during development, but you didn't want it available in the released
358       product. Source filters offer a solution. In order to keep the example
359       simple, let's say you wanted the debugging output to be controlled by
360       an environment variable, "DEBUG". Debugging code is enabled if the
361       variable exists, otherwise it is disabled.
362
363       Two special marker lines will bracket debugging code, like this:
364
365           ## DEBUG_BEGIN
366           if ($year > 1999) {
367              warn "Debug: millennium bug in year $year\n";
368           }
369           ## DEBUG_END
370
371       When the "DEBUG" environment variable exists, the filter ensures that
372       Perl parses only the code between the "DEBUG_BEGIN" and "DEBUG_END"
373       markers. That means that when "DEBUG" does exist, the code above should
374       be passed through the filter unchanged. The marker lines can also be
375       passed through as-is, because the Perl parser will see them as comment
376       lines. When "DEBUG" isn't set, we need a way to disable the debug code.
377       A simple way to achieve that is to convert the lines between the two
378       markers into comments:
379
380           ## DEBUG_BEGIN
381           #if ($year > 1999) {
382           #     warn "Debug: millennium bug in year $year\n";
383           #}
384           ## DEBUG_END
385
386       Here is the complete Debug filter:
387
388           package Debug;
389
390           use strict;
391           use warnings;
392           use Filter::Util::Call;
393
394           use constant TRUE => 1;
395           use constant FALSE => 0;
396
397           sub import {
398              my ($type) = @_;
399              my (%context) = (
400                Enabled => defined $ENV{DEBUG},
401                InTraceBlock => FALSE,
402                Filename => (caller)[1],
403                LineNo => 0,
404                LastBegin => 0,
405              );
406              filter_add(bless \%context);
407           }
408
409           sub Die {
410              my ($self) = shift;
411              my ($message) = shift;
412              my ($line_no) = shift || $self->{LastBegin};
413              die "$message at $self->{Filename} line $line_no.\n"
414           }
415
416           sub filter {
417              my ($self) = @_;
418              my ($status);
419              $status = filter_read();
420              ++ $self->{LineNo};
421
422              # deal with EOF/error first
423              if ($status <= 0) {
424                  $self->Die("DEBUG_BEGIN has no DEBUG_END")
425                      if $self->{InTraceBlock};
426                  return $status;
427              }
428
429              if ($self->{InTraceBlock}) {
430                 if (/^\s*##\s*DEBUG_BEGIN/ ) {
431                     $self->Die("Nested DEBUG_BEGIN", $self->{LineNo})
432                 } elsif (/^\s*##\s*DEBUG_END/) {
433                     $self->{InTraceBlock} = FALSE;
434                 }
435
436                 # comment out the debug lines when the filter is disabled
437                 s/^/#/ if ! $self->{Enabled};
438              } elsif ( /^\s*##\s*DEBUG_BEGIN/ ) {
439                 $self->{InTraceBlock} = TRUE;
440                 $self->{LastBegin} = $self->{LineNo};
441              } elsif ( /^\s*##\s*DEBUG_END/ ) {
442                 $self->Die("DEBUG_END has no DEBUG_BEGIN", $self->{LineNo});
443              }
444              return $status;
445           }
446
447           1;
448
449       The big difference between this filter and the previous example is the
450       use of context data in the filter object. The filter object is based on
451       a hash reference, and is used to keep various pieces of context
452       information between calls to the filter function. All but two of the
453       hash fields are used for error reporting. The first of those two,
454       Enabled, is used by the filter to determine whether the debugging code
455       should be given to the Perl parser. The second, InTraceBlock, is true
456       when the filter has encountered a "DEBUG_BEGIN" line, but has not yet
457       encountered the following "DEBUG_END" line.
458
459       If you ignore all the error checking that most of the code does, the
460       essence of the filter is as follows:
461
462           sub filter {
463              my ($self) = @_;
464              my ($status);
465              $status = filter_read();
466
467              # deal with EOF/error first
468              return $status if $status <= 0;
469              if ($self->{InTraceBlock}) {
470                 if (/^\s*##\s*DEBUG_END/) {
471                    $self->{InTraceBlock} = FALSE
472                 }
473
474                 # comment out debug lines when the filter is disabled
475                 s/^/#/ if ! $self->{Enabled};
476              } elsif ( /^\s*##\s*DEBUG_BEGIN/ ) {
477                 $self->{InTraceBlock} = TRUE;
478              }
479              return $status;
480           }
481
482       Be warned: just as the C-preprocessor doesn't know C, the Debug filter
483       doesn't know Perl. It can be fooled quite easily:
484
485           print <<EOM;
486           ##DEBUG_BEGIN
487           EOM
488
489       Such things aside, you can see that a lot can be achieved with a modest
490       amount of code.
491

CONCLUSION

493       You now have better understanding of what a source filter is, and you
494       might even have a possible use for them. If you feel like playing with
495       source filters but need a bit of inspiration, here are some extra
496       features you could add to the Debug filter.
497
498       First, an easy one. Rather than having debugging code that is all-or-
499       nothing, it would be much more useful to be able to control which
500       specific blocks of debugging code get included. Try extending the
501       syntax for debug blocks to allow each to be identified. The contents of
502       the "DEBUG" environment variable can then be used to control which
503       blocks get included.
504
505       Once you can identify individual blocks, try allowing them to be
506       nested. That isn't difficult either.
507
508       Here is an interesting idea that doesn't involve the Debug filter.
509       Currently Perl subroutines have fairly limited support for formal
510       parameter lists. You can specify the number of parameters and their
511       type, but you still have to manually take them out of the @_ array
512       yourself. Write a source filter that allows you to have a named
513       parameter list. Such a filter would turn this:
514
515           sub MySub ($first, $second, @rest) { ... }
516
517       into this:
518
519           sub MySub($$@) {
520              my ($first) = shift;
521              my ($second) = shift;
522              my (@rest) = @_;
523              ...
524           }
525
526       Finally, if you feel like a real challenge, have a go at writing a
527       full-blown Perl macro preprocessor as a source filter. Borrow the
528       useful features from the C preprocessor and any other macro processors
529       you know. The tricky bit will be choosing how much knowledge of Perl's
530       syntax you want your filter to have.
531

THINGS TO LOOK OUT FOR

533       Some Filters Clobber the "DATA" Handle
534            Some source filters use the "DATA" handle to read the calling
535            program.  When using these source filters you cannot rely on this
536            handle, nor expect any particular kind of behavior when operating
537            on it.  Filters based on Filter::Util::Call (and therefore
538            Filter::Simple) do not alter the "DATA" filehandle.
539

REQUIREMENTS

541       The Source Filters distribution is available on CPAN, in
542
543           CPAN/modules/by-module/Filter
544
545       Starting from Perl 5.8 Filter::Util::Call (the core part of the Source
546       Filters distribution) is part of the standard Perl distribution.  Also
547       included is a friendlier interface called Filter::Simple, by Damian
548       Conway.
549

AUTHOR

551       Paul Marquess <Paul.Marquess@btinternet.com>
552

Copyrights

554       This article originally appeared in The Perl Journal #11, and is
555       copyright 1998 The Perl Journal. It appears courtesy of Jon Orwant and
556       The Perl Journal.  This document may be distributed under the same
557       terms as Perl itself.
558
559
560
561perl v5.10.1                      2009-06-27                     PERLFILTER(1)
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