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:mod:`email.policy`: Policy Objects

.. module:: email.policy
   :synopsis: Controlling the parsing and generating of messages

.. moduleauthor:: R. David Murray <rdmurray@bitdance.com>
.. sectionauthor:: R. David Murray <rdmurray@bitdance.com>

.. versionadded:: 3.3


The :mod:`email` package's prime focus is the handling of email messages as described by the various email and MIME RFCs. However, the general format of email messages (a block of header fields each consisting of a name followed by a colon followed by a value, the whole block followed by a blank line and an arbitrary 'body'), is a format that has found utility outside of the realm of email. Some of these uses conform fairly closely to the main RFCs, some do not. And even when working with email, there are times when it is desirable to break strict compliance with the RFCs.

Policy objects give the email package the flexibility to handle all these disparate use cases.

A :class:`Policy` object encapsulates a set of attributes and methods that control the behavior of various components of the email package during use. :class:`Policy` instances can be passed to various classes and methods in the email package to alter the default behavior. The settable values and their defaults are described below.

There is a default policy used by all classes in the email package. This policy is named :class:`Compat32`, with a corresponding pre-defined instance named :const:`compat32`. It provides for complete backward compatibility (in some cases, including bug compatibility) with the pre-Python3.3 version of the email package.

The first part of this documentation covers the features of :class:`Policy`, an :term:`abstract base class` that defines the features that are common to all policy objects, including :const:`compat32`. This includes certain hook methods that are called internally by the email package, which a custom policy could override to obtain different behavior.

When a :class:`~email.message.Message` object is created, it acquires a policy. By default this will be :const:`compat32`, but a different policy can be specified. If the Message is created by a :mod:`~email.parser`, a policy passed to the parser will be the policy used by the Message it creates. If the Message is created by the program, then the policy can be specified when it is created. When a Message is passed to a :mod:`~email.generator`, the generator uses the policy from the Message by default, but you can also pass a specific policy to the generator that will override the one stored on the Message object.

:class:`Policy` instances are immutable, but they can be cloned, accepting the same keyword arguments as the class constructor and returning a new :class:`Policy` instance that is a copy of the original but with the specified attributes values changed.

As an example, the following code could be used to read an email message from a file on disk and pass it to the system sendmail program on a Unix system:

.. testsetup::

   >>> from unittest import mock
   >>> mocker = mock.patch('subprocess.Popen')
   >>> m = mocker.start()
   >>> proc = mock.MagicMock()
   >>> m.return_value = proc
   >>> proc.stdin.close.return_value = None
   >>> mymsg = open('mymsg.txt', 'w')
   >>> mymsg.write('To: abc@xyz.com\n\n')
   17
   >>> mymsg.flush()

>>> from email import message_from_binary_file
>>> from email.generator import BytesGenerator
>>> from email import policy
>>> from subprocess import Popen, PIPE
>>> with open('mymsg.txt', 'rb') as f:
...     msg = message_from_binary_file(f, policy=policy.default)
>>> p = Popen(['sendmail', msg['To'].addresses[0]], stdin=PIPE)
>>> g = BytesGenerator(p.stdin, policy=msg.policy.clone(linesep='\r\n'))
>>> g.flatten(msg)
>>> p.stdin.close()
>>> rc = p.wait()
.. testsetup::

   >>> mymsg.close()
   >>> mocker.stop()
   >>> import os
   >>> os.remove('mymsg.txt')

Here we are telling :class:`~email.generator.BytesGenerator` to use the RFC correct line separator characters when creating the binary string to feed into sendmail's stdin, where the default policy would use \n line separators.

Policy objects can also be combined using the addition operator, producing a policy object whose settings are a combination of the non-default values of the summed objects:

>>> compat_SMTP = policy.compat32.clone(linesep='\r\n')
>>> compat_strict = policy.compat32.clone(raise_on_defect=True)
>>> compat_strict_SMTP = compat_SMTP + compat_strict

This operation is not commutative; that is, the order in which the objects are added matters. To illustrate:

>>> policy100 = policy.compat32.clone(max_line_length=100)
>>> policy80 = policy.compat32.clone(max_line_length=80)
>>> apolicy = policy100 + policy80
>>> apolicy.max_line_length
80
>>> apolicy = policy80 + policy100
>>> apolicy.max_line_length
100

This is the :term:`abstract base class` for all policy classes. It provides default implementations for a couple of trivial methods, as well as the implementation of the immutability property, the :meth:`clone` method, and the constructor semantics.

The constructor of a policy class can be passed various keyword arguments. The arguments that may be specified are any non-method properties on this class, plus any additional non-method properties on the concrete class. A value specified in the constructor will override the default value for the corresponding attribute.

This class defines the following properties, and thus values for the following may be passed in the constructor of any policy class:

.. attribute:: max_line_length

   The maximum length of any line in the serialized output, not counting the
   end of line character(s).  Default is 78, per :rfc:`5322`.  A value of
   ``0`` or :const:`None` indicates that no line wrapping should be
   done at all.

.. attribute:: linesep

   The string to be used to terminate lines in serialized output.  The
   default is ``\n`` because that's the internal end-of-line discipline used
   by Python, though ``\r\n`` is required by the RFCs.

.. attribute:: cte_type

   Controls the type of Content Transfer Encodings that may be or are
   required to be used.  The possible values are:

   .. tabularcolumns:: |l|L|

   ========  ===============================================================
   ``7bit``  all data must be "7 bit clean" (ASCII-only).  This means that
             where necessary data will be encoded using either
             quoted-printable or base64 encoding.

   ``8bit``  data is not constrained to be 7 bit clean.  Data in headers is
             still required to be ASCII-only and so will be encoded (see
             'binary_fold' below for an exception), but body parts may use
             the ``8bit`` CTE.
   ========  ===============================================================

   A ``cte_type`` value of ``8bit`` only works with ``BytesGenerator``, not
   ``Generator``, because strings cannot contain binary data.  If a
   ``Generator`` is operating under a policy that specifies
   ``cte_type=8bit``, it will act as if ``cte_type`` is ``7bit``.

.. attribute:: raise_on_defect

   If :const:`True`, any defects encountered will be raised as errors.  If
   :const:`False` (the default), defects will be passed to the
   :meth:`register_defect` method.

The following :class:`Policy` method is intended to be called by code using the email library to create policy instances with custom settings:

.. method:: clone(**kw)

   Return a new :class:`Policy` instance whose attributes have the same
   values as the current instance, except where those attributes are
   given new values by the keyword arguments.

The remaining :class:`Policy` methods are called by the email package code, and are not intended to be called by an application using the email package. A custom policy must implement all of these methods.

.. method:: handle_defect(obj, defect)

   Handle a *defect* found on *obj*.  When the email package calls this
   method, *defect* will always be a subclass of
   :class:`~email.errors.Defect`.

   The default implementation checks the :attr:`raise_on_defect` flag.  If
   it is ``True``, *defect* is raised as an exception.  If it is ``False``
   (the default), *obj* and *defect* are passed to :meth:`register_defect`.

.. method:: register_defect(obj, defect)

   Register a *defect* on *obj*.  In the email package, *defect* will always
   be a subclass of :class:`~email.errors.Defect`.

   The default implementation calls the ``append`` method of the ``defects``
   attribute of *obj*.  When the email package calls :attr:`handle_defect`,
   *obj* will normally have a ``defects`` attribute that has an ``append``
   method.  Custom object types used with the email package (for example,
   custom ``Message`` objects) should also provide such an attribute,
   otherwise defects in parsed messages will raise unexpected errors.

.. method:: header_max_count(name)

   Return the maximum allowed number of headers named *name*.

   Called when a header is added to a :class:`~email.message.Message`
   object.  If the returned value is not ``0`` or ``None``, and there are
   already a number of headers with the name *name* equal to the value
   returned, a :exc:`ValueError` is raised.

   Because the default behavior of ``Message.__setitem__`` is to append the
   value to the list of headers, it is easy to create duplicate headers
   without realizing it.  This method allows certain headers to be limited
   in the number of instances of that header that may be added to a
   ``Message`` programmatically.  (The limit is not observed by the parser,
   which will faithfully produce as many headers as exist in the message
   being parsed.)

   The default implementation returns ``None`` for all header names.

.. method:: header_source_parse(sourcelines)

   The email package calls this method with a list of strings, each string
   ending with the line separation characters found in the source being
   parsed.  The first line includes the field header name and separator.
   All whitespace in the source is preserved.  The method should return the
   ``(name, value)`` tuple that is to be stored in the ``Message`` to
   represent the parsed header.

   If an implementation wishes to retain compatibility with the existing
   email package policies, *name* should be the case preserved name (all
   characters up to the '``:``' separator), while *value* should be the
   unfolded value (all line separator characters removed, but whitespace
   kept intact), stripped of leading whitespace.

   *sourcelines* may contain surrogateescaped binary data.

   There is no default implementation

.. method:: header_store_parse(name, value)

   The email package calls this method with the name and value provided by
   the application program when the application program is modifying a
   ``Message`` programmatically (as opposed to a ``Message`` created by a
   parser).  The method should return the ``(name, value)`` tuple that is to
   be stored in the ``Message`` to represent the header.

   If an implementation wishes to retain compatibility with the existing
   email package policies, the *name* and *value* should be strings or
   string subclasses that do not change the content of the passed in
   arguments.

   There is no default implementation

.. method:: header_fetch_parse(name, value)

   The email package calls this method with the *name* and *value* currently
   stored in the ``Message`` when that header is requested by the
   application program, and whatever the method returns is what is passed
   back to the application as the value of the header being retrieved.
   Note that there may be more than one header with the same name stored in
   the ``Message``; the method is passed the specific name and value of the
   header destined to be returned to the application.

   *value* may contain surrogateescaped binary data.  There should be no
   surrogateescaped binary data in the value returned by the method.

   There is no default implementation

.. method:: fold(name, value)

   The email package calls this method with the *name* and *value* currently
   stored in the ``Message`` for a given header.  The method should return a
   string that represents that header "folded" correctly (according to the
   policy settings) by composing the *name* with the *value* and inserting
   :attr:`linesep` characters at the appropriate places.  See :rfc:`5322`
   for a discussion of the rules for folding email headers.

   *value* may contain surrogateescaped binary data.  There should be no
   surrogateescaped binary data in the string returned by the method.

.. method:: fold_binary(name, value)

   The same as :meth:`fold`, except that the returned value should be a
   bytes object rather than a string.

   *value* may contain surrogateescaped binary data.  These could be
   converted back into binary data in the returned bytes object.

This concrete :class:`Policy` is the backward compatibility policy. It replicates the behavior of the email package in Python 3.2. The :mod:`~email.policy` module also defines an instance of this class, :const:`compat32`, that is used as the default policy. Thus the default behavior of the email package is to maintain compatibility with Python 3.2.

The class provides the following concrete implementations of the abstract methods of :class:`Policy`:

.. method:: header_source_parse(sourcelines)

   The name is parsed as everything up to the '``:``' and returned
   unmodified.  The value is determined by stripping leading whitespace off
   the remainder of the first line, joining all subsequent lines together,
   and stripping any trailing carriage return or linefeed characters.

.. method:: header_store_parse(name, value)

   The name and value are returned unmodified.

.. method:: header_fetch_parse(name, value)

   If the value contains binary data, it is converted into a
   :class:`~email.header.Header` object using the ``unknown-8bit`` charset.
   Otherwise it is returned unmodified.

.. method:: fold(name, value)

   Headers are folded using the :class:`~email.header.Header` folding
   algorithm, which preserves existing line breaks in the value, and wraps
   each resulting line to the ``max_line_length``.  Non-ASCII binary data are
   CTE encoded using the ``unknown-8bit`` charset.

.. method:: fold_binary(name, value)

   Headers are folded using the :class:`~email.header.Header` folding
   algorithm, which preserves existing line breaks in the value, and wraps
   each resulting line to the ``max_line_length``.  If ``cte_type`` is
   ``7bit``, non-ascii binary data is CTE encoded using the ``unknown-8bit``
   charset.  Otherwise the original source header is used, with its existing
   line breaks and any (RFC invalid) binary data it may contain.

Note

The documentation below describes new policies that are included in the standard library on a :term:`provisional basis <provisional package>`. Backwards incompatible changes (up to and including removal of the feature) may occur if deemed necessary by the core developers.

This concrete :class:`Policy` provides behavior that is intended to be fully compliant with the current email RFCs. These include (but are not limited to) RFC 5322, RFC 2047, and the current MIME RFCs.

This policy adds new header parsing and folding algorithms. Instead of simple strings, headers are custom objects with custom attributes depending on the type of the field. The parsing and folding algorithm fully implement RFC 2047 and RFC 5322.

In addition to the settable attributes listed above that apply to all policies, this policy adds the following additional attributes:

.. attribute:: refold_source

   If the value for a header in the ``Message`` object originated from a
   :mod:`~email.parser` (as opposed to being set by a program), this
   attribute indicates whether or not a generator should refold that value
   when transforming the message back into stream form.  The possible values
   are:

   ========  ===============================================================
   ``none``  all source values use original folding

   ``long``  source values that have any line that is longer than
             ``max_line_length`` will be refolded

   ``all``   all values are refolded.
   ========  ===============================================================

   The default is ``long``.

.. attribute:: header_factory

   A callable that takes two arguments, ``name`` and ``value``, where
   ``name`` is a header field name and ``value`` is an unfolded header field
   value, and returns a string subclass that represents that header.  A
   default ``header_factory`` (see :mod:`~email.headerregistry`) is provided
   that understands some of the :RFC:`5322` header field types.  (Currently
   address fields and date fields have special treatment, while all other
   fields are treated as unstructured.  This list will be completed before
   the extension is marked stable.)

The class provides the following concrete implementations of the abstract methods of :class:`Policy`:

.. method:: header_max_count(name)

   Returns the value of the
   :attr:`~email.headerregistry.BaseHeader.max_count` attribute of the
   specialized class used to represent the header with the given name.

.. method:: header_source_parse(sourcelines)

   The implementation of this method is the same as that for the
   :class:`Compat32` policy.

.. method:: header_store_parse(name, value)

   The name is returned unchanged.  If the input value has a ``name``
   attribute and it matches *name* ignoring case, the value is returned
   unchanged.  Otherwise the *name* and *value* are passed to
   ``header_factory``, and the resulting custom header object is returned as
   the value.  In this case a ``ValueError`` is raised if the input value
   contains CR or LF characters.

.. method:: header_fetch_parse(name, value)

   If the value has a ``name`` attribute, it is returned to unmodified.
   Otherwise the *name*, and the *value* with any CR or LF characters
   removed, are passed to the ``header_factory``, and the resulting custom
   header object is returned.  Any surrogateescaped bytes get turned into
   the unicode unknown-character glyph.

.. method:: fold(name, value)

   Header folding is controlled by the :attr:`refold_source` policy setting.
   A value is considered to be a 'source value' if and only if it does not
   have a ``name`` attribute (having a ``name`` attribute means it is a
   header object of some sort).  If a source value needs to be refolded
   according to the policy, it is converted into a custom header object by
   passing the *name* and the *value* with any CR and LF characters removed
   to the ``header_factory``.  Folding of a custom header object is done by
   calling its ``fold`` method with the current policy.

   Source values are split into lines using :meth:`~str.splitlines`.  If
   the value is not to be refolded, the lines are rejoined using the
   ``linesep`` from the policy and returned.  The exception is lines
   containing non-ascii binary data.  In that case the value is refolded
   regardless of the ``refold_source`` setting, which causes the binary data
   to be CTE encoded using the ``unknown-8bit`` charset.

.. method:: fold_binary(name, value)

   The same as :meth:`fold` if :attr:`~Policy.cte_type` is ``7bit``, except
   that the returned value is bytes.

   If :attr:`~Policy.cte_type` is ``8bit``, non-ASCII binary data is
   converted back
   into bytes.  Headers with binary data are not refolded, regardless of the
   ``refold_header`` setting, since there is no way to know whether the
   binary data consists of single byte characters or multibyte characters.

The following instances of :class:`EmailPolicy` provide defaults suitable for specific application domains. Note that in the future the behavior of these instances (in particular the HTTP instance) may be adjusted to conform even more closely to the RFCs relevant to their domains.

.. data:: default

   An instance of ``EmailPolicy`` with all defaults unchanged.  This policy
   uses the standard Python ``\n`` line endings rather than the RFC-correct
   ``\r\n``.

.. data:: SMTP

   Suitable for serializing messages in conformance with the email RFCs.
   Like ``default``, but with ``linesep`` set to ``\r\n``, which is RFC
   compliant.

.. data:: HTTP

   Suitable for serializing headers with for use in HTTP traffic.  Like
   ``SMTP`` except that ``max_line_length`` is set to ``None`` (unlimited).

.. data:: strict

   Convenience instance.  The same as ``default`` except that
   ``raise_on_defect`` is set to ``True``.  This allows any policy to be made
   strict by writing::

        somepolicy + policy.strict

With all of these :class:`EmailPolicies <.EmailPolicy>`, the effective API of the email package is changed from the Python 3.2 API in the following ways:

  • Setting a header on a :class:`~email.message.Message` results in that header being parsed and a custom header object created.
  • Fetching a header value from a :class:`~email.message.Message` results in that header being parsed and a custom header object created and returned.
  • Any custom header object, or any header that is refolded due to the policy settings, is folded using an algorithm that fully implements the RFC folding algorithms, including knowing where encoded words are required and allowed.

From the application view, this means that any header obtained through the :class:`~email.message.Message` is a custom header object with custom attributes, whose string value is the fully decoded unicode value of the header. Likewise, a header may be assigned a new value, or a new header created, using a unicode string, and the policy will take care of converting the unicode string into the correct RFC encoded form.

The custom header objects and their attributes are described in :mod:`~email.headerregistry`.