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authorWaylan Limberg <waylan@gmail.com>2008-08-09 22:28:45 -0400
committerWaylan Limberg <waylan@gmail.com>2008-08-09 22:28:45 -0400
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+### Overview
+
+Python-Markdown includes an API for extension writers to plug their own
+custom functionality and/or syntax into the parser. There are preprocessors
+which allow you to alter the source before it is passed to the parser,
+inline patterns which allow you to add, remove or override the syntax of
+any inline elements, and postprocessors which allow munging of the
+output of the parser before it is returned.
+
+As the parser builds an [ElementTree][] DOM object which is later rendered
+as Unicode text, there are also some helpers provided to make manipulation of
+the DOM tree easier. Each part of the API is discussed in its respective
+section below. You may find reading the source of some [[existing extensions]]
+helpful as well. For example, the [[footnote]] extension uses most of the
+features documented here.
+
+* [Preprocessors][]
+ * [TextPreprocessors][]
+ * [Line Preprocessors][]
+* [InlinePatterns][]
+* [Postprocessors][]
+ * [DOM Postprocessors][]
+ * [TextProstprocessors][]
+* [Working with the DOM][]
+* [Integrating your code into Markdown][]
+ * [extendMarkdown][]
+ * [Config Settings][]
+ * [makeExtension][]
+
+<h3 id="preprocessors">Preprocessors</h3>
+
+Preprocessors munge the source text before it is passed into the Markdown
+core. This is an excellent place to clean up bad syntax, extract things the
+parser may otherwise choke on and perhaps even store it for later retrieval.
+
+There are two types of preprocessors: [TextPreprocessors][] and
+[Line Preprocessors][].
+
+<h4 id="textpreprocessors">TextPreprocessors</h4>
+
+TextPreprocessors should inherit from `markdown.TextPreprocessor` and implement
+a `run` method with one argument `text`. The `run` method of each
+TextPreprocessor will be passed the entire source text as a single Unicode
+string and should either return that single Unicode string, or an altered
+version of it.
+
+For example, a simple TextPreprocessor that normalizes newlines [^1] might look
+like this:
+
+ class NormalizePreprocessor(markdown.TextPreprocessor):
+ def run(self, text):
+ return text.replace("\r\n", "\n").replace("\r", "\n")
+
+[^1]: It should be noted that Markdown already normalizes newlines. This
+example is for illustrative purposes only.
+
+<h4 id="linepreprocessors">Line Preprocessors</h4>
+
+Line Preprocessors should inherit from `markdown.Preprocessor` and implement
+a `run` method with one argument `lines`. The `run` method of each Line
+Preprocessor will be passed the entire source text as a list of Unicode strings.
+Each string will contain one line of text. The `run` method should return
+either that list, or an altered list of Unicode strings.
+
+A pseudo example:
+
+ class MyPreprocessor(markdown.Preprocessor):
+ def run(self, lines):
+ new_lines = []
+ for line in lines:
+ m = MYREGEX.match(line)
+ if m:
+ # do stuff
+ else:
+ new_lines.append(line)
+ return new_lines
+
+<h3 id="inlinepatterns">Inline Patterns</h3>
+
+Inline Patterns implement the inline HTML element syntax for Markdown such as
+`*emphasis*` or `[links](http://example.com)`. Pattern objects should be
+instances of classes that inherit from `markdown.Pattern` or one of its
+children. Each pattern object uses a single regular expression and must have
+the following methods:
+
+* `getCompiledRegExp()`: Returns a compiled regular expression.
+* `handleMatch(m)`: Accepts a match object and returns an ElementTree
+element of a plain Unicode string.
+
+Note that any regular expression returned by `getCompiledRegExp` must capture
+the whole block. Therefore, they should all start with `r'^(.*?)'` and end
+with `r'(.*?)!'. When using the default `getCompiledRegExp()` method provided
+in the `Pattern` you can pass in a regular expression without that and
+`getCompiledRegExp` will wrap your expression for you. This means that the first
+group of your match will be `m.group(2)` as `m.group(1)` will match everything
+before the pattern.
+
+For an example, consider this simplified emphasis pattern:
+
+ class EmphasisPattern(markdown.Pattern):
+ def handleMatch(self, m):
+ el = markdown.etree.Element('em')
+ el.text = m.group(3)
+ return el
+
+As discussed in [Integrating Your Code Into Markdown][], an instance of this
+class will need to be provided to Markdown. That instance would be created
+like so:
+
+ # an oversimplified regex
+ MYPATTERN = r'\*([^*]+)\*'
+ # pass in pattern and create instance
+ emphasis = EmphasisPattern(MYPATTERN)
+
+Actually it would not be necessary to create that pattern (and not just because
+a more sophisticated emphasis pattern already exists in Markdown). The fact is,
+that example pattern is not very DRY. A pattern for `**strong**` text would
+be almost identical, with the exception that it would create a 'strong' element.
+Therefore, Markdown provides a number of generic pattern classes that can
+provide some common functionality. For example, both emphasis and strong are
+implemented with separate instances of the `SimpleTagPettern` listed below.
+Feel free to use or extend any of these Pattern classes.
+
+**Generic Pattern Classes**
+
+* `SimpleTextPattern(pattern)`:
+
+ Returns simple text of `group(2)` of a `pattern`.
+
+* `SimpleTagPattern(pattern, tag)`:
+
+ Returns an element of type "`tag`" with a text attribute of `group(3)`
+ of a `pattern`. `tag` should be a string of a HTML element (i.e.: 'em').
+
+* `SubstituteTagPattern(pattern, tag)`:
+
+ Returns an element of type "`tag`" with no children or text (i.e.: 'br').
+
+There may be other Pattern classes in the Markdown source that you could extend
+or use as well. Read through the source and see if there is anything you can
+use. You might even get a few ideas for different approaches to your specific
+situation.
+
+<h3 id="postprocessors">Postprocessors</h3>
+
+Postprocessors manipulate a document after it has passed through the Markdown
+core. This is were stored text gets added back in such as a list of footnotes,
+a table of contents or raw html.
+
+There are two types of postprocessors: [DOM Postprocessors][] and
+[TextPostprocessors][].
+
+<h4 id="dompostprocessors">DOM Postprocessors</h4>
+
+A DOM Postprocessor should inherit from `markdown.Postprocessor` and over-ride
+the `run` method which takes one argument `root` and should return either
+that root element or a modified root element.
+
+A pseudo example:
+
+ class MyPostprocessor(markdown.Postprocessor):
+ def run(self, root):
+ #do stufff
+ return my_modified_root
+
+For specifics on manipulating the DOM, see [Working with the DOM][] below.
+
+<h4 id="textpostprocessors">TextPostprocessors</h4>
+
+A TextPostprocessor should inherit from `markdown.TextPostprocessor` and
+over-ride the `run` method which takes one argument `text` and returns a
+Unicode string.
+
+TextPostprocessors are run after the DOM has been serialized back into Unicode
+text. For example, this may be an appropriate place to add a table of contents
+to a document:
+
+ class TocTextPostprocessor(markdown.TextPostprocessor):
+ def run(self, text):
+ return MYMARKERRE.sub(MyToc, text)
+
+<h3 id="working_with_dom">Working with the DOM</h3>
+
+As mentioned, the Markdown parser converts a source document to an
+[ElementTree][] DOM object before serializing that back to Unicode text.
+Markdown has provided some helpers to ease that manipulation within the context
+of the Markdown module...
+
+<h3 id="integrating_into_markdown">Integrating Your Code Into Markdown
+
+Once you have the various pieces of your extension built, you need to tell
+Markdown about them and ensure that they are run in the proper sequence.
+Markdown accepts a `Extension` instance for each extension. Therefore, you
+will need to define a class that extends `markdown.Extension` and over-rides
+the `extendMarkdown` method. Within this class you will manage configuration
+options for your extension and attach the various processors and patterns to
+the Markdown instance.
+
+It is important to note that the order of the various processors and patterns
+matters. For example, if we replace `http://...` links with <a> elements, and
+*then* try to deal with inline html, we will end up with a mess. Therefore,
+the various types of processors and patterns are stored within an instance of
+the Markdown class within lists. Your `Extension` class will need to manipulate
+those lists appropriately. You may insert instances of your processors and
+patterns into the appropriate location in a list, remove a built-in instances,
+or replace a built-in instance with your own.
+
+<h4 id="extendmarkdown">`extendMarkdown`</h4>
+
+The `extendMarkdown` method of a `markdown.Extension` class accepts two
+arguments:
+
+* `md`:
+
+ A pointer to the instance of the Markdown class. You should use this to
+ access the lists of processors and patterns. They are found under the
+ following attributes:
+
+ * `md.textPreprocessors`
+ * `md.preprocessors`
+ * `md.inlinePatterns`
+ * `md.postpreprocessors`
+ * `md.textPostprocessors`
+
+ Some other things you may want to access in the markdown instance are:
+
+ * `md.inlineStash`
+ * `md.htmlStash`
+ * `md.registerExtension()`
+
+* `md_globals`
+
+ Contains all the various global variables within the markdown module.
+
+Of course, with access to those items, theoretically you have the option to
+changing anything through various monkeypatching techniques. However, you should
+be aware that the various undocumented or private parts of markdown may change
+without notice and your monkeypatches may no longer work. Therefore, what you
+really should be doing is inserting processors and patterns into the markdown
+pipeline.
+
+<h4 id="configsettings">Config Settings</h4>
+
+If an extension uses any parameters that the user may want to change,
+those parameters should be stored in `self.config` of your `markdown.Extension`
+class in the following format:
+
+ self.config = {parameter_1_name : [value1, description1],
+ parameter_2_name : [value2, description2] }
+
+When stored this way the config parameters can be over-ridden from the
+command line or at the time Markdown is initiated:
+
+ markdown.py -x myextension(SOME_PARAM=2) inputfile.txt > output.txt
+
+Note that parameters should always be assumed to be set to string
+values, and should be converted at run time. For example:
+
+ i = int(self.getConfig("SOME_PARAM"))
+
+<h4 id="makeextension">`makeExtension`</h4>
+
+Each extension should ideally be placed in its own module starting
+with the ``mdx_`` prefix (e.g. ``mdx_footnotes.py``). The module must
+provide a module-level function called ``makeExtension`` that takes
+an optional parameter consisting of a dictionary of configuration over-rides
+and returns an instance of the extension. An example from the footnote extension:
+
+ def makeExtension(configs=None) :
+ return FootnoteExtension(configs=configs)
+
+By following the above example, when Markdown is passed the name of your
+extension as a string (i.e.: ``'footnotes'``), it will automatically import
+the module and call the ``makeExtension`` function initiating your extension.
+
+However, Markdown will also accept an already existing instance of an extension.For example:
+
+ import markdown, mdx_myextension
+ configs = {...}
+ myext = mdx_myextension.MyExtension(configs=configs)
+ md = markdown.Markdown(extensions=[myext])
+
+This is useful if you need to implement a large number of extensions with more
+than one residing in a module.
+
+[Preprocessors]: #preprocessors
+[TextPreprocessors]: #textpreprocessors
+[Line Preprocessors]: #linepreprocessors
+[InlinePatterns]: #inlinepatterns
+[Postprocessors]: #postprocessors
+[DOM Postprocessors]: #dompostprocessors
+[TextProstprocessors]: #textpostprocessors
+[Working with the DOM]: #working_with_dom
+[Integrating your code into Markdown]: #integrating_into_markdown
+[extendMarkdown]: #extendmarkdown
+[Config Settings]: #configsettings
+[makeExtension]: #makeextension
+