note strict/lax version requirements in documentation

[p5sagit/p5-mst-13.2.git] / pod / perlunifaq.pod

=head1 NAME

perlunifaq - Perl Unicode FAQ

=head1 Q and A

This is a list of questions and answers about Unicode in Perl, intended to be
read after L<perlunitut>.

=head2 perlunitut isn't really a Unicode tutorial, is it?

No, and this isn't really a Unicode FAQ.

Perl has an abstracted interface for all supported character encodings, so this
is actually a generic C<Encode> tutorial and C<Encode> FAQ. But many people
think that Unicode is special and magical, and I didn't want to disappoint
them, so I decided to call the document a Unicode tutorial.

=head2 What character encodings does Perl support?

To find out which character encodings your Perl supports, run:

    perl -MEncode -le "print for Encode->encodings(':all')"

=head2 Which version of perl should I use?

Well, if you can, upgrade to the most recent, but certainly C<5.8.1> or newer.
The tutorial and FAQ are based on the status quo as of C<5.8.8>.

You should also check your modules, and upgrade them if necessary. For example,
HTML::Entities requires version >= 1.32 to function correctly, even though the
changelog is silent about this.

=head2 What about binary data, like images?

Well, apart from a bare C<binmode $fh>, you shouldn't treat them specially.
(The binmode is needed because otherwise Perl may convert line endings on Win32
systems.)

Be careful, though, to never combine text strings with binary strings. If you
need text in a binary stream, encode your text strings first using the
appropriate encoding, then join them with binary strings. See also: "What if I
don't encode?".

=head2 When should I decode or encode?

Whenever you're communicating text with anything that is external to your perl
process, like a database, a text file, a socket, or another program. Even if
the thing you're communicating with is also written in Perl.

=head2 What if I don't decode?

Whenever your encoded, binary string is used together with a text string, Perl
will assume that your binary string was encoded with ISO-8859-1, also known as
latin-1. If it wasn't latin-1, then your data is unpleasantly converted. For
example, if it was UTF-8, the individual bytes of multibyte characters are seen
as separate characters, and then again converted to UTF-8. Such double encoding
can be compared to double HTML encoding (C<&amp;gt;>), or double URI encoding
(C<%253E>).

This silent implicit decoding is known as "upgrading". That may sound
positive, but it's best to avoid it.

=head2 What if I don't encode?

Your text string will be sent using the bytes in Perl's internal format. In
some cases, Perl will warn you that you're doing something wrong, with a
friendly warning:

    Wide character in print at example.pl line 2.

Because the internal format is often UTF-8, these bugs are hard to spot,
because UTF-8 is usually the encoding you wanted! But don't be lazy, and don't
use the fact that Perl's internal format is UTF-8 to your advantage. Encode
explicitly to avoid weird bugs, and to show to maintenance programmers that you
thought this through.

=head2 Is there a way to automatically decode or encode?

If all data that comes from a certain handle is encoded in exactly the same
way, you can tell the PerlIO system to automatically decode everything, with
the C<encoding> layer. If you do this, you can't accidentally forget to decode
or encode anymore, on things that use the layered handle.

You can provide this layer when C<open>ing the file:

    open my $fh, '>:encoding(UTF-8)', $filename;  # auto encoding on write
    open my $fh, '<:encoding(UTF-8)', $filename;  # auto decoding on read

Or if you already have an open filehandle:

    binmode $fh, ':encoding(UTF-8)';

Some database drivers for DBI can also automatically encode and decode, but
that is sometimes limited to the UTF-8 encoding.

=head2 What if I don't know which encoding was used?

Do whatever you can to find out, and if you have to: guess. (Don't forget to
document your guess with a comment.)

You could open the document in a web browser, and change the character set or
character encoding until you can visually confirm that all characters look the
way they should.

There is no way to reliably detect the encoding automatically, so if people
keep sending you data without charset indication, you may have to educate them.

=head2 Can I use Unicode in my Perl sources?

Yes, you can! If your sources are UTF-8 encoded, you can indicate that with the
C<use utf8> pragma.

    use utf8;

This doesn't do anything to your input, or to your output. It only influences
the way your sources are read. You can use Unicode in string literals, in
identifiers (but they still have to be "word characters" according to C<\w>),
and even in custom delimiters.

=head2 Data::Dumper doesn't restore the UTF8 flag; is it broken?

No, Data::Dumper's Unicode abilities are as they should be. There have been
some complaints that it should restore the UTF8 flag when the data is read
again with C<eval>. However, you should really not look at the flag, and
nothing indicates that Data::Dumper should break this rule.

Here's what happens: when Perl reads in a string literal, it sticks to 8 bit
encoding as long as it can. (But perhaps originally it was internally encoded
as UTF-8, when you dumped it.) When it has to give that up because other
characters are added to the text string, it silently upgrades the string to
UTF-8. 

If you properly encode your strings for output, none of this is of your
concern, and you can just C<eval> dumped data as always.

=head2 Why do regex character classes sometimes match only in the ASCII range?

=head2 Why do some characters not uppercase or lowercase correctly?

It seemed like a good idea at the time, to keep the semantics the same for
standard strings, when Perl got Unicode support.  The plan is to fix this
in the future, and the casing component has in fact mostly been fixed, but we
have to deal with the fact that Perl treats equal strings differently,
depending on the internal state.

First the casing.  Just put a C<use feature 'unicode_strings'> near the
beginning of your program.  Within its lexical scope, C<uc>, C<lc>, C<ucfirst>,
C<lcfirst>, and the regular expression escapes C<\U>, C<\L>, C<\u>, C<\l> use
Unicode semantics for changing case regardless of whether the UTF8 flag is on
or not.  However, if you pass strings to subroutines in modules outside the
pragma's scope, they currently likely won't behave this way, and you have to
try one of the solutions below.  There is another exception as well:  if you
have furnished your own casing functions to override the default, these will
not be called unless the UTF8 flag is on)

This remains a problem for the regular expression constructs
C<\d>, C<\s>, C<\w>, C<\D>, C<\S>, C<\W>, C</.../i>, C<(?i:...)>,
and C</[[:posix:]]/>.

To force Unicode semantics, you can upgrade the internal representation to
by doing C<utf8::upgrade($string)>. This can be used
safely on any string, as it checks and does not change strings that have
already been upgraded.

For a more detailed discussion, see L<Unicode::Semantics> on CPAN.

=head2 How can I determine if a string is a text string or a binary string?

You can't. Some use the UTF8 flag for this, but that's misuse, and makes well
behaved modules like Data::Dumper look bad. The flag is useless for this
purpose, because it's off when an 8 bit encoding (by default ISO-8859-1) is
used to store the string.

This is something you, the programmer, has to keep track of; sorry. You could
consider adopting a kind of "Hungarian notation" to help with this.

=head2 How do I convert from encoding FOO to encoding BAR?

By first converting the FOO-encoded byte string to a text string, and then the
text string to a BAR-encoded byte string:

    my $text_string = decode('FOO', $foo_string);
    my $bar_string  = encode('BAR', $text_string);

or by skipping the text string part, and going directly from one binary
encoding to the other:

    use Encode qw(from_to);
    from_to($string, 'FOO', 'BAR');  # changes contents of $string

or by letting automatic decoding and encoding do all the work:

    open my $foofh, '<:encoding(FOO)', 'example.foo.txt';
    open my $barfh, '>:encoding(BAR)', 'example.bar.txt';
    print { $barfh } $_ while <$foofh>;

=head2 What are C<decode_utf8> and C<encode_utf8>?

These are alternate syntaxes for C<decode('utf8', ...)> and C<encode('utf8',
...)>.

=head2 What is a "wide character"?

This is a term used both for characters with an ordinal value greater than 127,
characters with an ordinal value greater than 255, or any character occupying
more than one byte, depending on the context.

The Perl warning "Wide character in ..." is caused by a character with an
ordinal value greater than 255. With no specified encoding layer, Perl tries to
fit things in ISO-8859-1 for backward compatibility reasons. When it can't, it
emits this warning (if warnings are enabled), and outputs UTF-8 encoded data
instead.

To avoid this warning and to avoid having different output encodings in a single
stream, always specify an encoding explicitly, for example with a PerlIO layer:

    binmode STDOUT, ":encoding(UTF-8)";

=head1 INTERNALS

=head2 What is "the UTF8 flag"?

Please, unless you're hacking the internals, or debugging weirdness, don't
think about the UTF8 flag at all. That means that you very probably shouldn't
use C<is_utf8>, C<_utf8_on> or C<_utf8_off> at all.

The UTF8 flag, also called SvUTF8, is an internal flag that indicates that the
current internal representation is UTF-8. Without the flag, it is assumed to be
ISO-8859-1. Perl converts between these automatically.  (Actually Perl assumes
the representation is ASCII; see L</Why do regex character classes sometimes
match only in the ASCII range?> above.)

One of Perl's internal formats happens to be UTF-8. Unfortunately, Perl can't
keep a secret, so everyone knows about this. That is the source of much
confusion. It's better to pretend that the internal format is some unknown
encoding, and that you always have to encode and decode explicitly.

=head2 What about the C<use bytes> pragma?

Don't use it. It makes no sense to deal with bytes in a text string, and it
makes no sense to deal with characters in a byte string. Do the proper
conversions (by decoding/encoding), and things will work out well: you get
character counts for decoded data, and byte counts for encoded data.

C<use bytes> is usually a failed attempt to do something useful. Just forget
about it.

=head2 What about the C<use encoding> pragma?

Don't use it. Unfortunately, it assumes that the programmer's environment and
that of the user will use the same encoding. It will use the same encoding for
the source code and for STDIN and STDOUT. When a program is copied to another
machine, the source code does not change, but the STDIO environment might.

If you need non-ASCII characters in your source code, make it a UTF-8 encoded
file and C<use utf8>.

If you need to set the encoding for STDIN, STDOUT, and STDERR, for example
based on the user's locale, C<use open>.

=head2 What is the difference between C<:encoding> and C<:utf8>?

Because UTF-8 is one of Perl's internal formats, you can often just skip the
encoding or decoding step, and manipulate the UTF8 flag directly.

Instead of C<:encoding(UTF-8)>, you can simply use C<:utf8>, which skips the
encoding step if the data was already represented as UTF8 internally. This is
widely accepted as good behavior when you're writing, but it can be dangerous
when reading, because it causes internal inconsistency when you have invalid
byte sequences. Using C<:utf8> for input can sometimes result in security
breaches, so please use C<:encoding(UTF-8)> instead.

Instead of C<decode> and C<encode>, you could use C<_utf8_on> and C<_utf8_off>,
but this is considered bad style. Especially C<_utf8_on> can be dangerous, for
the same reason that C<:utf8> can.

There are some shortcuts for oneliners; see C<-C> in L<perlrun>.

=head2 What's the difference between C<UTF-8> and C<utf8>?

C<UTF-8> is the official standard. C<utf8> is Perl's way of being liberal in
what it accepts. If you have to communicate with things that aren't so liberal,
you may want to consider using C<UTF-8>. If you have to communicate with things
that are too liberal, you may have to use C<utf8>. The full explanation is in
L<Encode>.

C<UTF-8> is internally known as C<utf-8-strict>. The tutorial uses UTF-8
consistently, even where utf8 is actually used internally, because the
distinction can be hard to make, and is mostly irrelevant.

For example, utf8 can be used for code points that don't exist in Unicode, like
9999999, but if you encode that to UTF-8, you get a substitution character (by
default; see L<Encode/"Handling Malformed Data"> for more ways of dealing with
this.)

Okay, if you insist: the "internal format" is utf8, not UTF-8. (When it's not
some other encoding.)

=head2 I lost track; what encoding is the internal format really?

It's good that you lost track, because you shouldn't depend on the internal
format being any specific encoding. But since you asked: by default, the
internal format is either ISO-8859-1 (latin-1), or utf8, depending on the
history of the string. On EBCDIC platforms, this may be different even.

Perl knows how it stored the string internally, and will use that knowledge
when you C<encode>. In other words: don't try to find out what the internal
encoding for a certain string is, but instead just encode it into the encoding
that you want.

=head1 AUTHOR

Juerd Waalboer <#####@juerd.nl>

=head1 SEE ALSO

L<perlunicode>, L<perluniintro>, L<Encode>