PEP 538: add Background section on locale handling
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pep-0538.txt
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pep-0538.txt
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@ -38,8 +38,66 @@ may also choose to opt in to this behaviour for earlier Python 3.x releases by
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applying the necessary changes as a downstream patch to those versions.
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Specification
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=============
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Background
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==========
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While the CPython interpreter is starting up, it may need to convert from
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the ``char *`` format to the ``wchar_t *`` format, or from one of those formats
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to ``PyUnicodeObject *``, before its own text encoding handling machinery is
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fully configured. It handles these cases by relying on the operating system to
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do the conversion and then ensuring that the text encoding name reported by
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``sys.getfilesystemencoding()`` matches the encoding used during this early
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bootstrapping process.
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On Mac OS X, this is straightforward, as Apple guarantees that these operations
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will always use UTF-8 to do the conversion.
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On Windows, the limitations of the ``mbcs`` format used by default in these
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conversions proved sufficiently problematic that PEP 528 and PEP 529 were
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implemented to bypass the operating system supplied interfaces for binary data
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handling and force the use of UTF-8 instead.
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On non-Apple \*nix systems however, these operations are handled using the C
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locale system, which has the following characteristics [4_]:
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* by default, all processes start in the ``C`` locale, which uses ``ASCII``
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for these conversions. This is almost never what anyone doing multilingual
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text processing actually wants (including CPython)
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* calling ``setlocale(LC_ALL, "")`` reconfigures the active locale based on
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the locale categories configured in the current process environment
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* if the locale requested by the current environment is unknown, or no specific
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locale is configured, then the default ``C`` locale will remain active
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The specific locale category that covers the APIs that CPython depends on is
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``LC_CTYPE``, which applies to "classification and conversion of characters,
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and to multibyte and wide characters" [5_]. Accordingly, CPython includes the
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following key calls to ``setlocale``:
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* in ``Py_Initialize``, CPython calls ``setlocale(LC_CTYPE, "")``, such that
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the configured locale settings for that category *always* match those set in
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the environment. It does this unconditionally, and it *doesn't* revert the
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process state change in ``Py_Finalize``
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* in the main ``python`` binary, CPython calls ``setlocale(LC_ALL, "")`` to
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configure the entire C locale subsystem according to the process environment.
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It does this prior to making any calls into the shared CPython library
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These calls are usually sufficient to provide sensible behaviour, but they can
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still fail in the following cases:
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* SSH environment forwarding means that SSH clients will often forward
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client locale settings to servers that don't have that locale installed
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* some process environments (such as Linux containers) may not have any
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explicit locale configured at all
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Proposal
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========
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To better handle the cases where CPython would otherwise end up attempting
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to operate in the ``C`` locale, this PEP proposes changes to CPython's
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behaviour both when it is run as a standalone command line application, as well
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as when it is used as a shared library to embed a Python runtime as part of a
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larger application.
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When ``Py_Initialize`` is called and CPython detects that the configured locale
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is the default ``C`` locale, the following warning will be issued::
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@ -49,16 +107,24 @@ is the default ``C`` locale, the following warning will be issued::
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`PYTHONALLOWCLOCALE=1 LC_CTYPE=C` to configure a similar environment
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when running Python directly.
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This warning informs both system and application integrators that they're
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running Python 3 in a configuration that we don't expect to work properly.
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By contrast, when CPython *is* the main application, it will instead
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automatically coerce the legacy C locale to the multilingual C.UTF-8 locale::
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Python detected LC_CTYPE=C, forcing LC_ALL & LANG to C.UTF-8 (set
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PYTHONALLOWCLOCALE to disable this locale coercion behaviour).
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This coercion is implemented by actually setting the ``LANG`` and ``LC_ALL``
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environment variables to ``C.UTF-8``, such that future calls to ``setlocale()``
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will see them, as will other components looking for those settings (such as
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GUI development frameworks).
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This locale coercion will mean that the standard Python binary should once
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again "just work" in the two main failure cases we're aware of (missing locale
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settings and SSH forwarding of unknown locales), as long as the target
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platform provides the ``C.UTF-8`` locale.
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This coercion will be implemented by actually setting the ``LANG`` and
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``LC_ALL`` environment variables to ``C.UTF-8``, such that future calls to
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``setlocale()`` will see them, as will other components looking for those
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settings (such as GUI development frameworks).
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The locale coercion will be skipped if the ``PYTHONALLOWCLOCALE`` environment
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variable is set to a non-empty string. The interpreter will always check for
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@ -96,7 +162,9 @@ and instead made it a deployment requirement that systems be configured to use
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UTF-8 as the text encoding for operating system interfaces. Similarly, Node.js
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assumes UTF-8 by default (a behaviour inherited from the V8 JavaScript engine)
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and requires custom build settings to indicate it should use the system
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locale settings for locale-aware operations.
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locale settings for locale-aware operations. Both the JVM and the .NET CLR
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use UTF-16-LE as their primary encoding for passing text between applications
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and the underlying platform.
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The challenge for CPython has been the fact that in addition to being used for
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network service development, it is also extensively used as an embedded
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@ -127,8 +195,9 @@ We've been trying to get strict bytes/text separation to work reliably in the
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legacy C locale for over a decade at this point. Not only haven't we been able
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to get it to work, neither has anyone else - the only viable alternatives
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identified have been to pass the bytes along verbatim without eagerly decoding
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them to text (Python 2, Ruby, etc), or else to ignore the nominal locale
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encoding entirely and assume the use of UTF-8 (Rust, Go, Node.js, etc).
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them to text (Python 2.x, Ruby, etc), or else to ignore the nominal C/C++ locale
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encoding entirely and assume the use of either UTF-8 (Rust, Go, Node.js, etc)
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or UTF-16-LE (JVM, .NET CLR).
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While this PEP ensures that developers that need to do so can still opt-in to
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running their Python code in the legacy C locale, it also makes clear that we
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@ -212,8 +281,8 @@ Implementation
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==============
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A draft implementation of the change (including test cases) has been
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posted to issue 28180 [1_](which requests that ``sys.getfilesystemencoding()``
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default to ``utf-8``)
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posted to issue 28180 [1_], which is an end user request that
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``sys.getfilesystemencoding()`` default to ``utf-8`` rather than ``ascii``.
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Backporting to earlier Python 3 releases
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@ -266,6 +335,12 @@ References
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.. [3] Fedora: force C.UTF-8 when Python 3 is run under the C locale
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(https://bugzilla.redhat.com/show_bug.cgi?id=1404918)
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.. [4] GNU C: How Programs Set the Locale
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( https://www.gnu.org/software/libc/manual/html_node/Setting-the-Locale.html)
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.. [5] GNU C: Locale Categories
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(https://www.gnu.org/software/libc/manual/html_node/Locale-Categories.html)
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Copyright
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=========
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