[Python-Dev] PEP 529: Change Windows filesystem encoding to UTF-8

Steve Dower steve.dower at python.org
Mon Sep 5 01:59:04 EDT 2016


I posted an update to PEP 529 at https://github.com/python/peps/blob/master/pep-0529.txt and a diff below. The update includes more detail on the affected code within CPython - including a number of references to broken code that would be resolved with the change - and more details about the necessary changes.

As with PEP 528, I don't think it's possible to predict the impact better than I already have, and the beta period will be essential to determine whether this change is completely unworkable. I am fully prepared to back out the change if necessary prior to RC.

Cheers,
Steve

---


@@ -16,7 +16,8 @@
 operating system, often via C Runtime functions. However, these have been long
 discouraged in favor of the UTF-16 APIs. Within the operating system, all text
 is represented as UTF-16, and the ANSI APIs perform encoding and decoding using
-the active code page.
+the active code page. See `Naming Files, Paths, and Namespaces`_ for
+more details.
 
 This PEP proposes changing the default filesystem encoding on Windows to utf-8,
 and changing all filesystem functions to use the Unicode APIs for filesystem
@@ -27,10 +28,10 @@
 characters outside of the user's active code page.
 
 Notably, this does not impact the encoding of the contents of files. These will
-continue to default to locale.getpreferredencoding (for text files) or plain
-bytes (for binary files). This only affects the encoding used when users pass a
-bytes object to Python where it is then passed to the operating system as a path
-name.
+continue to default to ``locale.getpreferredencoding()`` (for text files) or
+plain bytes (for binary files). This only affects the encoding used when users
+pass a bytes object to Python where it is then passed to the operating system as
+a path name.
 
 Background
 ==========
@@ -44,9 +45,10 @@
 
 When paths are passed between the filesystem and the application, they are
 either passed through as a bytes blob or converted to/from str using
-``os.fsencode()`` or ``sys.getfilesystemencoding()``. The result of encoding a
-string with ``sys.getfilesystemencoding()`` is a blob of bytes in the native
-format for the default file system.
+``os.fsencode()`` and ``os.fsdecode()`` or explicit encoding using
+``sys.getfilesystemencoding()``. The result of encoding a string with
+``sys.getfilesystemencoding()`` is a blob of bytes in the native format for the
+default file system.
 
 On Windows, the native format for the filesystem is utf-16-le. The recommended
 platform APIs for accessing the filesystem all accept and return text encoded in
@@ -83,11 +85,11 @@
 canonical representation. Even if the encoding is "incorrect" by some standard,
 the file system will still map the bytes back to the file. Making use of this
 avoids the cost of decoding and reencoding, such that (theoretically, and only
-on POSIX), code such as this may be faster because of the use of `b'.'` compared
-to using `'.'`::
+on POSIX), code such as this may be faster because of the use of ``b'.'``
+compared to using ``'.'``::
 
     >>> for f in os.listdir(b'.'):
-    ... os.stat(f)
+    ...     os.stat(f)
     ...
 
 As a result, POSIX-focused library authors prefer to use bytes to represent
@@ -105,32 +107,31 @@
 Currently the default filesystem encoding is 'mbcs', which is a meta-encoder
 that uses the active code page. However, when bytes are passed to the filesystem
 they go through the \*A APIs and the operating system handles encoding. In this
-case, paths are always encoded using the equivalent of 'mbcs:replace' - we have
-no ability to change this (though there is a user/machine configuration option
-to change the encoding from CP_ACP to CP_OEM, so it won't necessarily always
-match mbcs...)
+case, paths are always encoded using the equivalent of 'mbcs:replace' with no
+opportunity for Python to override or change this.
 
 This proposal would remove all use of the \*A APIs and only ever call the \*W
-APIs. When Windows returns paths to Python as str, they will be decoded from
+APIs. When Windows returns paths to Python as ``str``, they will be decoded from
 utf-16-le and returned as text (in whatever the minimal representation is). When
-Windows returns paths to Python as bytes, they will be decoded from utf-16-le to
-utf-8 using surrogatepass (Windows does not validate surrogate pairs, so it is
-possible to have invalid surrogates in filenames). Equally, when paths are
-provided as bytes, they are decoded from utf-8 into utf-16-le and passed to the
-\*W APIs.
+Python code requests paths as ``bytes``, the paths will be transcoded from
+utf-16-le into utf-8 using surrogatepass (Windows does not validate surrogate
+pairs, so it is possible to have invalid surrogates in filenames). Equally, when
+paths are provided as ``bytes``, they are trasncoded from utf-8 into utf-16-le
+and passed to the \*W APIs.
 
-The use of utf-8 will not be configurable, with the possible exception of a
-"legacy mode" environment variable or X-flag.
+The use of utf-8 will not be configurable, except for the provision of a
+"legacy mode" flag to revert to the previous behaviour.
 
-surrogateescape does not apply here, as the concern is not about retaining
-non-sensical bytes. Any path returned from the operating system will be valid
-Unicode, while bytes paths created by the user may raise a decoding error
-(currently these would raise ``OSError`` or a subclass).
+The ``surrogateescape`` error mode does not apply here, as the concern is not
+about retaining non-sensical bytes. Any path returned from the operating system
+will be valid Unicode, while invalid paths created by the user should raise a
+decoding error (currently these would raise ``OSError`` or a subclass).
 
 The choice of utf-8 bytes (as opposed to utf-16-le bytes) is to ensure the
-ability to round-trip without breaking the functionality of the ``os.path``
-module, which assumes an ASCII-compatible encoding. Using utf-16-le as the
-encoding is more pure, but will cause more issues than are resolved.
+ability to round-trip path names and allow basic manipulation (for example,
+using the ``os.path`` module) when assuming an ASCII-compatible encoding. Using
+utf-16-le as the encoding is more pure, but will cause more issues than are
+resolved.
 
 This change would also undeprecate the use of bytes paths on Windows. No change
 to the semantics of using bytes as a path is required - as before, they must be
@@ -145,16 +146,38 @@
 Remove the default value for ``Py_FileSystemDefaultEncoding`` and set it in
 ``initfsencoding()`` to utf-8, or if the legacy-mode switch is enabled to mbcs.
 
-Update the implementations of ``PyUnicode_DecodeFSDefaultAndSize`` and
-``PyUnicode_EncodeFSDefault`` to use the standard utf-8 codec with surrogatepass
-error mode, or if the legacy-mode switch is enabled the code page codec with
-replace error mode.
+Update the implementations of ``PyUnicode_DecodeFSDefaultAndSize()`` and
+``PyUnicode_EncodeFSDefault()`` to use the utf-8 codec, or if the legacy-mode
+switch is enabled the existing mbcs codec.
+
+Add sys.getfilesystemencodeerrors
+---------------------------------
+
+As the error mode may now change between ``surrogatepass`` and ``replace``,
+Python code that manually performs encoding also needs access to the current
+error mode. This includes the implementation of ``os.fsencode()`` and
+``os.fsdecode()``, which currently assume an error mode based on the codec.
+
+Add a public ``Py_FileSystemDefaultEncodeErrors``, similar to the existing
+``Py_FileSystemDefaultEncoding``. The default value on Windows will be
+``surrogatepass`` or in legacy mode, ``replace``. The default value on all other
+platforms will be ``surrogateescape``.
+
+Add a public ``sys.getfilesystemencodeerrors()`` function that returns the
+current error mode.
+
+Update the implementations of ``PyUnicode_DecodeFSDefaultAndSize()`` and
+``PyUnicode_EncodeFSDefault()`` to use the variable for error mode rather than
+constant strings.
+
+Update the implementations of ``os.fsencode()`` and ``os.fsdecode()`` to use
+``sys.getfilesystemencodeerrors()`` instead of assuming the mode.
 
 Update path_converter
 ---------------------
 
 Update the path converter to always decode bytes or buffer objects into text
-using ``PyUnicode_DecodeFSDefaultAndSize``.
+using ``PyUnicode_DecodeFSDefaultAndSize()``.
 
 Change the ``narrow`` field from a ``char*`` string into a flag that indicates
 whether the original object was bytes. This is required for functions that need
@@ -172,11 +195,13 @@
 ---------------
 
 Add a legacy mode flag, enabled by the environment variable
-``PYTHONLEGACYWINDOWSFSENCODING``. When this flag is set, the default filesystem
-encoding is set to mbcs rather than utf-8, and the error mode is set to
-'replace' rather than 'strict'. The ``path_converter`` will continue to decode
-to wide characters and only \*W APIs will be called, however, the bytes passed in
-and received from Python will be encoded the same as prior to this change.
+``PYTHONLEGACYWINDOWSFSENCODING``.
+
+When this flag is set, the default filesystem encoding is set to mbcs rather
+than utf-8, and the error mode is set to ``replace`` rather than
+``surrogatepass``. Paths will continue to decode to wide characters and only \*W
+APIs will be called, however, the bytes passed in and received from Python will
+be encoded the same as prior to this change.
 
 Undeprecate bytes paths on Windows
 ----------------------------------
@@ -186,6 +211,52 @@
 whatever is returned from ``sys.getfilesystemencoding()`` rather than the user's
 active code page.
 
+Affected Modules
+----------------
+
+This PEP implicitly includes all modules within the Python that either pass path
+names to the operating system, or otherwise use ``sys.getfilesystemencoding()``.
+
+As of 3.6.0a4, the following modules require modification:
+
+* ``os``
+* ``_overlapped``
+* ``_socket``
+* ``subprocess``
+* ``zipimport``
+
+The following modules use ``sys.getfilesystemencoding()`` but do not need
+modification:
+
+* ``gc`` (already assumes bytes are utf-8)
+* ``grp`` (not compiled for Windows)
+* ``http.server`` (correctly includes codec name with transmitted data)
+* ``idlelib.editor`` (should not be needed; has fallback handling)
+* ``nis`` (not compiled for Windows)
+* ``pwd`` (not compiled for Windows)
+* ``spwd`` (not compiled for Windows)
+* ``_ssl`` (only used for ASCII constants)
+* ``tarfile`` (code unused on Windows)
+* ``_tkinter`` (already assumes bytes are utf-8)
+* ``wsgiref`` (assumed as the default encoding for unknown environments)
+* ``zipapp`` (code unused on Windows)
+
+The following native code uses one of the encoding or decoding functions, but do
+not require any modification:
+
+* ``Parser/parsetok.c`` (docs already specify ``sys.getfilesystemencoding()``)
+* ``Python/ast.c`` (docs already specify ``sys.getfilesystemencoding()``)
+* ``Python/compile.c`` (undocumented, but Python filesystem encoding implied)
+* ``Python/errors.c`` (docs already specify ``os.fsdecode()``)
+* ``Python/fileutils.c`` (code unused on Windows)
+* ``Python/future.c`` (undocumented, but Python filesystem encoding implied)
+* ``Python/import.c`` (docs already specify utf-8)
+* ``Python/importdl.c`` (code unused on Windows)
+* ``Python/pythonrun.c`` (docs already specify ``sys.getfilesystemencoding()``)
+* ``Python/symtable.c`` (undocumented, but Python filesystem encoding implied)
+* ``Python/thread.c`` (code unused on Windows)
+* ``Python/traceback.c`` (encodes correctly for comparing strings)
+* ``Python/_warnings.c`` (docs already specify ``os.fsdecode()``)
 
 Rejected Alternatives
 =====================
@@ -249,44 +320,50 @@
 
 Code that does not manage encodings when crossing protocol boundaries may
 currently be working by chance, but could encounter issues when either encoding
-changes. For example::
+changes. For example:
 
-    filename = open('filename_in_mbcs.txt', 'rb').read()
-    text = open(filename, 'r').read()
+    >>> filename = open('filename_in_mbcs.txt', 'rb').read()
+    >>> text = open(filename, 'r').read()
 
 To correct this code, the encoding of the bytes in ``filename`` should be
-specified, either when reading from the file or before using the value::
+specified, either when reading from the file or before using the value:
 
-    # Fix 1: Open file as text
-    filename = open('filename_in_mbcs.txt', 'r', encoding='mbcs').read()
-    text = open(filename, 'r').read()
+    >>> # Fix 1: Open file as text
+    >>> filename = open('filename_in_mbcs.txt', 'r', encoding='mbcs').read()
+    >>> text = open(filename, 'r').read()
 
-    # Fix 2: Decode path
-    filename = open('filename_in_mbcs.txt', 'rb').read()
-    text = open(filename.decode('mbcs'), 'r').read()
+    >>> # Fix 2: Decode path
+    >>> filename = open('filename_in_mbcs.txt', 'rb').read()
+    >>> text = open(filename.decode('mbcs'), 'r').read()
 
 
 Explicitly using 'mbcs'
 -----------------------
 
 Code that explicitly encodes text using 'mbcs' before passing to file system
-APIs. For example::
+APIs is now passing incorrectly encoded bytes. For example:
 
-    filename = open('files.txt', 'r').readline()
-    text = open(filename.encode('mbcs'), 'r')
+    >>> filename = open('files.txt', 'r').readline()
+    >>> text = open(filename.encode('mbcs'), 'r')
 
 To correct this code, the string should be passed without explicit encoding, or
-should use ``os.fsencode()``::
+should use ``os.fsencode()``:
 
-    # Fix 1: Do not encode the string
-    filename = open('files.txt', 'r').readline()
-    text = open(filename, 'r')
+    >>> # Fix 1: Do not encode the string
+    >>> filename = open('files.txt', 'r').readline()
+    >>> text = open(filename, 'r')
 
-    # Fix 2: Use correct encoding
-    filename = open('files.txt', 'r').readline()
-    text = open(os.fsencode(filename), 'r')
+    >>> # Fix 2: Use correct encoding
+    >>> filename = open('files.txt', 'r').readline()
+    >>> text = open(os.fsencode(filename), 'r')
 
 
+References
+==========
+
+.. _Naming Files, Paths, and Namespaces: 
+   https://msdn.microsoft.com/en-us/library/windows/desktop/aa365247.aspx
+
 Copyright
 =========
 


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