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      3 <title>Static Analyzer Design Document: Memory Regions</title>
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      7 <h1>Static Analyzer Design Document: Memory Regions</h1>
      8 
      9 <h3>Authors</h3>
     10 
     11 <p>Ted Kremenek, <tt>kremenek at apple</tt><br>
     12 Zhongxing Xu, <tt>xuzhongzhing at gmail</tt></p>
     13 
     14 <h2 id="intro">Introduction</h2>
     15 
     16 <p>The path-sensitive analysis engine in libAnalysis employs an extensible API
     17 for abstractly modeling the memory of an analyzed program. This API employs the
     18 concept of "memory regions" to abstractly model chunks of program memory such as
     19 program variables and dynamically allocated memory such as those returned from
     20 'malloc' and 'alloca'. Regions are hierarchical, with subregions modeling
     21 subtyping relationships, field and array offsets into larger chunks of memory,
     22 and so on.</p>
     23 
     24 <p>The region API consists of two components:</p>
     25 
     26 <ul> <li>A taxonomy and representation of regions themselves within the analyzer
     27 engine. The primary definitions and interfaces are described in <tt><a
     28 href="http://clang.llvm.org/doxygen/MemRegion_8h-source.html">MemRegion.h</a></tt>.
     29 At the root of the region hierarchy is the class <tt>MemRegion</tt> with
     30 specific subclasses refining the region concept for variables, heap allocated
     31 memory, and so forth.</li> <li>The modeling of binding of values to regions. For
     32 example, modeling the value stored to a local variable <tt>x</tt> consists of
     33 recording the binding between the region for <tt>x</tt> (which represents the
     34 raw memory associated with <tt>x</tt>) and the value stored to <tt>x</tt>. This
     35 binding relationship is captured with the notion of &quot;symbolic
     36 stores.&quot;</li> </ul>
     37 
     38 <p>Symbolic stores, which can be thought of as representing the relation
     39 <tt>regions -> values</tt>, are implemented by subclasses of the
     40 <tt>StoreManager</tt> class (<tt><a
     41 href="http://clang.llvm.org/doxygen/Store_8h-source.html">Store.h</a></tt>). A
     42 particular StoreManager implementation has complete flexibility concerning the
     43 following:
     44 
     45 <ul>
     46 <li><em>How</em> to model the binding between regions and values</li>
     47 <li><em>What</em> bindings are recorded
     48 </ul>
     49 
     50 <p>Together, both points allow different StoreManagers to tradeoff between
     51 different levels of analysis precision and scalability concerning the reasoning
     52 of program memory. Meanwhile, the core path-sensitive engine makes no
     53 assumptions about either points, and queries a StoreManager about the bindings
     54 to a memory region through a generic interface that all StoreManagers share. If
     55 a particular StoreManager cannot reason about the potential bindings of a given
     56 memory region (e.g., '<tt>BasicStoreManager</tt>' does not reason about fields
     57 of structures) then the StoreManager can simply return 'unknown' (represented by
     58 '<tt>UnknownVal</tt>') for a particular region-binding. This separation of
     59 concerns not only isolates the core analysis engine from the details of
     60 reasoning about program memory but also facilities the option of a client of the
     61 path-sensitive engine to easily swap in different StoreManager implementations
     62 that internally reason about program memory in very different ways.</pp>
     63 
     64 <p>The rest of this document is divided into two parts. We first discuss region
     65 taxonomy and the semantics of regions. We then discuss the StoreManager
     66 interface, and details of how the currently available StoreManager classes
     67 implement region bindings.</p>
     68 
     69 <h2 id="regions">Memory Regions and Region Taxonomy</h2>
     70 
     71 <h3>Pointers</h3>
     72 
     73 <p>Before talking about the memory regions, we would talk about the pointers
     74 since memory regions are essentially used to represent pointer values.</p>
     75 
     76 <p>The pointer is a type of values. Pointer values have two semantic aspects.
     77 One is its physical value, which is an address or location. The other is the
     78 type of the memory object residing in the address.</p>
     79 
     80 <p>Memory regions are designed to abstract these two properties of the pointer.
     81 The physical value of a pointer is represented by MemRegion pointers. The rvalue
     82 type of the region corresponds to the type of the pointee object.</p>
     83 
     84 <p>One complication is that we could have different view regions on the same
     85 memory chunk. They represent the same memory location, but have different
     86 abstract location, i.e., MemRegion pointers. Thus we need to canonicalize the
     87 abstract locations to get a unique abstract location for one physical
     88 location.</p>
     89 
     90 <p>Furthermore, these different view regions may or may not represent memory
     91 objects of different types. Some different types are semantically the same,
     92 for example, 'struct s' and 'my_type' are the same type.</p>
     93 
     94 <pre>
     95 struct s;
     96 typedef struct s my_type;
     97 </pre>
     98 
     99 <p>But <tt>char</tt> and <tt>int</tt> are not the same type in the code below:</p>
    100 
    101 <pre>
    102 void *p;
    103 int *q = (int*) p;
    104 char *r = (char*) p;
    105 </pre
    106 
    107 <p>Thus we need to canonicalize the MemRegion which is used in binding and
    108 retrieving.</p>
    109 
    110 <h3>Regions</h3>
    111 <p>Region is the entity used to model pointer values. A Region has the following
    112 properties:</p>
    113 
    114 <ul>
    115 <li>Kind</li>
    116 
    117 <li>ObjectType: the type of the object residing on the region.</li>
    118 
    119 <li>LocationType: the type of the pointer value that the region corresponds to.
    120   Usually this is the pointer to the ObjectType. But sometimes we want to cache
    121   this type explicitly, for example, for a CodeTextRegion.</li>
    122 
    123 <li>StartLocation</li>
    124 
    125 <li>EndLocation</li>
    126 </ul>
    127 
    128 <h3>Symbolic Regions</h3>
    129 
    130 <p>A symbolic region is a map of the concept of symbolic values into the domain
    131 of regions. It is the way that we represent symbolic pointers. Whenever a
    132 symbolic pointer value is needed, a symbolic region is created to represent
    133 it.</p>
    134 
    135 <p>A symbolic region has no type. It wraps a SymbolData. But sometimes we have
    136 type information associated with a symbolic region. For this case, a
    137 TypedViewRegion is created to layer the type information on top of the symbolic
    138 region. The reason we do not carry type information with the symbolic region is
    139 that the symbolic regions can have no type. To be consistent, we don't let them
    140 to carry type information.</p>
    141 
    142 <p>Like a symbolic pointer, a symbolic region may be NULL, has unknown extent,
    143 and represents a generic chunk of memory.</p>
    144 
    145 <p><em><b>NOTE</b>: We plan not to use loc::SymbolVal in RegionStore and remove it
    146   gradually.</em></p>
    147 
    148 <p>Symbolic regions get their rvalue types through the following ways:</p>
    149 
    150 <ul>
    151 <li>Through the parameter or global variable that points to it, e.g.:
    152 <pre>
    153 void f(struct s* p) {
    154   ...
    155 }
    156 </pre>
    157 
    158 <p>The symbolic region pointed to by <tt>p</tt> has type <tt>struct
    159 s</tt>.</p></li>
    160 
    161 <li>Through explicit or implicit casts, e.g.:
    162 <pre>
    163 void f(void* p) {
    164   struct s* q = (struct s*) p;
    165   ...
    166 }
    167 </pre>
    168 </li>
    169 </ul>
    170 
    171 <p>We attach the type information to the symbolic region lazily. For the first
    172 case above, we create the <tt>TypedViewRegion</tt> only when the pointer is
    173 actually used to access the pointee memory object, that is when the element or
    174 field region is created. For the cast case, the <tt>TypedViewRegion</tt> is
    175 created when visiting the <tt>CastExpr</tt>.</p>
    176 
    177 <p>The reason for doing lazy typing is that symbolic regions are sometimes only
    178 used to do location comparison.</p>
    179 
    180 <h3>Pointer Casts</h3>
    181 
    182 <p>Pointer casts allow people to impose different 'views' onto a chunk of
    183 memory.</p>
    184 
    185 <p>Usually we have two kinds of casts. One kind of casts cast down with in the
    186 type hierarchy. It imposes more specific views onto more generic memory regions.
    187 The other kind of casts cast up with in the type hierarchy. It strips away more
    188 specific views on top of the more generic memory regions.</p>
    189 
    190 <p>We simulate the down casts by layering another <tt>TypedViewRegion</tt> on
    191 top of the original region. We simulate the up casts by striping away the top
    192 <tt>TypedViewRegion</tt>. Down casts is usually simple. For up casts, if the
    193 there is no <tt>TypedViewRegion</tt> to be stripped, we return the original
    194 region. If the underlying region is of the different type than the cast-to type,
    195 we flag an error state.</p>
    196 
    197 <p>For toll-free bridging casts, we return the original region.</p>
    198 
    199 <p>We can set up a partial order for pointer types, with the most general type
    200 <tt>void*</tt> at the top. The partial order forms a tree with <tt>void*</tt> as
    201 its root node.</p>
    202 
    203 <p>Every <tt>MemRegion</tt> has a root position in the type tree. For example,
    204 the pointee region of <tt>void *p</tt> has its root position at the root node of
    205 the tree. <tt>VarRegion</tt> of <tt>int x</tt> has its root position at the 'int
    206 type' node.</p>
    207 
    208 <p><tt>TypedViewRegion</tt> is used to move the region down or up in the tree.
    209 Moving down in the tree adds a <tt>TypedViewRegion</tt>. Moving up in the tree
    210 removes a <Tt>TypedViewRegion</tt>.</p>
    211 
    212 <p>Do we want to allow moving up beyond the root position? This happens
    213 when:</p> <pre> int x; void *p = &amp;x; </pre>
    214 
    215 <p>The region of <tt>x</tt> has its root position at 'int*' node. the cast to
    216 void* moves that region up to the 'void*' node. I propose to not allow such
    217 casts, and assign the region of <tt>x</tt> for <tt>p</tt>.</p>
    218 
    219 <p>Another non-ideal case is that people might cast to a non-generic pointer
    220 from another non-generic pointer instead of first casting it back to the generic
    221 pointer. Direct handling of this case would result in multiple layers of
    222 TypedViewRegions. This enforces an incorrect semantic view to the region,
    223 because we can only have one typed view on a region at a time. To avoid this
    224 inconsistency, before casting the region, we strip the TypedViewRegion, then do
    225 the cast. In summary, we only allow one layer of TypedViewRegion.</p>
    226 
    227 <h3>Region Bindings</h3>
    228 
    229 <p>The following region kinds are boundable: VarRegion, CompoundLiteralRegion,
    230 StringRegion, ElementRegion, FieldRegion, and ObjCIvarRegion.</p>
    231 
    232 <p>When binding regions, we perform canonicalization on element regions and field
    233 regions. This is because we can have different views on the same region, some
    234 of which are essentially the same view with different sugar type names.</p>
    235 
    236 <p>To canonicalize a region, we get the canonical types for all TypedViewRegions
    237 along the way up to the root region, and make new TypedViewRegions with those
    238 canonical types.</p>
    239 
    240 <p>For Objective-C and C++, perhaps another canonicalization rule should be
    241 added: for FieldRegion, the least derived class that has the field is used as
    242 the type of the super region of the FieldRegion.</p>
    243 
    244 <p>All bindings and retrievings are done on the canonicalized regions.</p>
    245 
    246 <p>Canonicalization is transparent outside the region store manager, and more
    247 specifically, unaware outside the Bind() and Retrieve() method. We don't need to
    248 consider region canonicalization when doing pointer cast.</p>
    249 
    250 <h3>Constraint Manager</h3>
    251 
    252 <p>The constraint manager reasons about the abstract location of memory objects.
    253 We can have different views on a region, but none of these views changes the
    254 location of that object. Thus we should get the same abstract location for those
    255 regions.</p>
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