diff vendor/zendframework/zend-escaper/doc/book/theory-of-operation.md @ 0:4c8ae668cc8c

Initial import (non-working)
author Chris Cannam
date Wed, 29 Nov 2017 16:09:58 +0000
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+# Theory of Operation
+
+zend-escaper provides methods for escaping output data, dependent on the context
+in which the data will be used. Each method is based on peer-reviewed rules and
+is in compliance with the current OWASP recommendations.
+
+The escaping follows a well-known and fixed set of encoding rules defined by
+OWASP for each key HTML context.  These rules cannot be impacted or negated by
+browser quirks or edge-case HTML parsing unless the browser suffers a
+catastrophic bug in its HTML parser or Javascript interpreter — both of
+these are unlikely.
+
+The contexts in which zend-escaper should be used are **HTML Body**, **HTML
+Attribute**, **Javascript**, **CSS**, and **URL/URI** contexts.
+
+Every escaper method will take the data to be escaped, make sure it is utf-8
+encoded data (or try to convert it to utf-8), perform context-based escaping,
+encode the escaped data back to its original encoding, and return the data to
+the caller.
+
+The actual escaping of the data differs between each method; they all have their
+own set of rules according to which escaping is performed. An example will allow
+us to clearly demonstrate the difference, and how the same characters are being
+escaped differently between contexts:
+
+```php
+$escaper = new Zend\Escaper\Escaper('utf-8');
+
+// <script>alert("zf2")</script>
+echo $escaper->escapeHtml('<script>alert("zf2")</script>');
+
+// &lt;script&gt;alert&#x28;&quot;zf2&quot;&#x29;&lt;&#x2F;script&gt;
+echo $escaper->escapeHtmlAttr('<script>alert("zf2")</script>');
+
+// \x3Cscript\x3Ealert\x28\x22zf2\x22\x29\x3C\x2Fscript\x3E
+echo $escaper->escapeJs('<script>alert("zf2")</script>');
+
+// \3C script\3E alert\28 \22 zf2\22 \29 \3C \2F script\3E 
+echo $escaper->escapeCss('<script>alert("zf2")</script>');
+
+// %3Cscript%3Ealert%28%22zf2%22%29%3C%2Fscript%3E
+echo $escaper->escapeUrl('<script>alert("zf2")</script>');
+```
+
+More detailed examples will be given in later chapters.
+
+## The Problem with Inconsistent Functionality
+
+At present, programmers orient towards the following PHP functions for each
+common HTML context:
+
+- **HTML Body**: `htmlspecialchars()` or `htmlentities()`
+- **HTML Attribute**: `htmlspecialchars()` or `htmlentities()`
+- **Javascript**: `addslashes()` or `json_encode()`
+- **CSS**: n/a
+- **URL/URI**: `rawurlencode()` or `urlencode()`
+
+In practice, these decisions appear to depend more on what PHP offers, and if it
+can be interpreted as offering sufficient escaping safety, than it does on what
+is recommended in reality to defend against XSS. While these functions can
+prevent some forms of XSS, they do not cover all use cases or risks and are
+therefore insufficient defenses.
+
+Using `htmlspecialchars()` in a perfectly valid HTML5 unquoted attribute value,
+for example, is completely useless since the value can be terminated by a space
+(among other things), which is never escaped. Thus, in this instance, we have a
+conflict between a widely used HTML escaper and a modern HTML specification,
+with no specific function available to cover this use case. While it's tempting
+to blame users, or the HTML specification authors, escaping just needs to deal
+with whatever HTML and browsers allow.
+
+Using `addslashes()`, custom backslash escaping, or `json_encode()` will
+typically ignore HTML special characters such as ampersands, which may be used
+to inject entities into Javascript. Under the right circumstances, the browser
+will convert these entities into their literal equivalents before interpreting
+Javascript, thus allowing attackers to inject arbitrary code.
+
+Inconsistencies with valid HTML, insecure default parameters, lack of character
+encoding awareness, and misrepresentations of what functions are capable of by
+some programmers &mdash; these all make escaping in PHP an unnecessarily
+convoluted quest.
+
+To circumvent the lack of escaping methods in PHP, zend-escaper addresses the
+need to apply context-specific escaping in web applications. It implements
+methods that specifically target XSS and offers programmers a tool to secure
+their applications without misusing other inadequate methods, or using, most
+likely incomplete, home-grown solutions.
+
+## Why Contextual Escaping?
+
+To understand why multiple standardised escaping methods are needed, what
+follows are several quick points; they are by no means a complete set of
+reasons, however!
+
+### HTML escaping of unquoted HTML attribute values still allows XSS
+
+This is probably the best known way to defeat `htmlspecialchars()` when used on
+attribute values, since any space (or character interpreted as a space &mdash;
+there are a lot) lets you inject new attributes whose content can't be
+neutralised by HTML escaping. The solution (where this is possible) is
+additional escaping as defined by the OWASP ESAPI codecs. The point here can be
+extended further &mdash; escaping only works if a programmer or designer knows
+what they're doing. In many contexts, there are additional practices and gotchas
+that need to be carefully monitored since escaping sometimes needs a little
+extra help to protect against XSS &mdash; even if that means ensuring all
+attribute values are properly double quoted despite this not being required for
+valid HTML.
+
+### HTML escaping of CSS, Javascript or URIs is often reversed when passed to non-HTML interpreters by the browser
+
+HTML escaping is just that &mdsash; it's designed to escape a string for HTML
+(i.e. prevent tag or attribute insertion), but not alter the underlying meaning
+of the content, whether it be text, Javascript, CSS, or URIs. For that purpose,
+a fully HTML-escaped version of any other context may still have its unescaped
+form extracted before it's interpreted or executed. For this reason we need
+separate escapers for Javascript, CSS, and URIs, and developers or designers
+writing templates **must** know which escaper to apply to which context. Of
+course, this means you need to be able to identify the correct context before
+selecting the right escaper!
+
+### DOM-based XSS requires a defence using at least two levels of different escaping in many cases
+
+DOM-based XSS has become increasingly common as Javascript has taken off in
+popularity for large scale client-side coding. A simple example is Javascript
+defined in a template which inserts a new piece of HTML text into the DOM. If
+the string is only HTML escaped, it may still contain Javascript that will
+execute in that context. If the string is only Javascript-escaped, it may
+contain HTML markup (new tags and attributes) which will be injected into the
+DOM and parsed once the inserting Javascript executes. Damned either way? The
+solution is to escape twice &mdash; first escape the string for HTML (make it
+safe for DOM insertion), and then for Javascript (make it safe for the current
+Javascript context). Nested contexts are a common means of bypassing naive
+escaping habits (e.g. you can inject Javascript into a CSS expression within an
+HTML attribute).
+
+### PHP has no known anti-XSS escape functions (only those kidnapped from their original purposes)
+
+A simple example, widely used, is when you see `json_encode()` used to escape
+Javascript, or worse, some kind of mutant `addslashes()` implementation. These
+were never designed to eliminate XSS, yet PHP programmers use them as such. For
+example, `json_encode()` does not escape the ampersand or semi-colon characters
+by default. That means you can easily inject HTML entities which could then be
+decoded before the Javascript is evaluated in a HTML document. This lets you
+break out of strings, add new JS statements, close tags, etc. In other words,
+using `json_encode()` is insufficient and naive. The same, arguably, could be
+said for `htmlspecialchars()` which has its own well known limitations that make
+a singular reliance on it a questionable practice.