xref: /openbsd-src/gnu/usr.bin/perl/pod/perlreguts.pod (revision ff0e7be1ebbcc809ea8ad2b6dafe215824da9e46)
1=head1 NAME
2
3perlreguts - Description of the Perl regular expression engine.
4
5=head1 DESCRIPTION
6
7This document is an attempt to shine some light on the guts of the regex
8engine and how it works. The regex engine represents a significant chunk
9of the perl codebase, but is relatively poorly understood. This document
10is a meagre attempt at addressing this situation. It is derived from the
11author's experience, comments in the source code, other papers on the
12regex engine, feedback on the perl5-porters mail list, and no doubt other
13places as well.
14
15B<NOTICE!> It should be clearly understood that the behavior and
16structures discussed in this represents the state of the engine as the
17author understood it at the time of writing. It is B<NOT> an API
18definition, it is purely an internals guide for those who want to hack
19the regex engine, or understand how the regex engine works. Readers of
20this document are expected to understand perl's regex syntax and its
21usage in detail. If you want to learn about the basics of Perl's
22regular expressions, see L<perlre>. And if you want to replace the
23regex engine with your own, see L<perlreapi>.
24
25=head1 OVERVIEW
26
27=head2 A quick note on terms
28
29There is some debate as to whether to say "regexp" or "regex". In this
30document we will use the term "regex" unless there is a special reason
31not to, in which case we will explain why.
32
33When speaking about regexes we need to distinguish between their source
34code form and their internal form. In this document we will use the term
35"pattern" when we speak of their textual, source code form, and the term
36"program" when we speak of their internal representation. These
37correspond to the terms I<S-regex> and I<B-regex> that Mark Jason
38Dominus employs in his paper on "Rx" ([1] in L</REFERENCES>).
39
40=head2 What is a regular expression engine?
41
42A regular expression engine is a program that takes a set of constraints
43specified in a mini-language, and then applies those constraints to a
44target string, and determines whether or not the string satisfies the
45constraints. See L<perlre> for a full definition of the language.
46
47In less grandiose terms, the first part of the job is to turn a pattern into
48something the computer can efficiently use to find the matching point in
49the string, and the second part is performing the search itself.
50
51To do this we need to produce a program by parsing the text. We then
52need to execute the program to find the point in the string that
53matches. And we need to do the whole thing efficiently.
54
55=head2 Structure of a Regexp Program
56
57=head3 High Level
58
59Although it is a bit confusing and some people object to the terminology, it
60is worth taking a look at a comment that has
61been in F<regexp.h> for years:
62
63I<This is essentially a linear encoding of a nondeterministic
64finite-state machine (aka syntax charts or "railroad normal form" in
65parsing technology).>
66
67The term "railroad normal form" is a bit esoteric, with "syntax
68diagram/charts", or "railroad diagram/charts" being more common terms.
69Nevertheless it provides a useful mental image of a regex program: each
70node can be thought of as a unit of track, with a single entry and in
71most cases a single exit point (there are pieces of track that fork, but
72statistically not many), and the whole forms a layout with a
73single entry and single exit point. The matching process can be thought
74of as a car that moves along the track, with the particular route through
75the system being determined by the character read at each possible
76connector point. A car can fall off the track at any point but it may
77only proceed as long as it matches the track.
78
79Thus the pattern C</foo(?:\w+|\d+|\s+)bar/> can be thought of as the
80following chart:
81
82                      [start]
83                         |
84                       <foo>
85                         |
86                   +-----+-----+
87                   |     |     |
88                 <\w+> <\d+> <\s+>
89                   |     |     |
90                   +-----+-----+
91                         |
92                       <bar>
93                         |
94                       [end]
95
96The truth of the matter is that perl's regular expressions these days are
97much more complex than this kind of structure, but visualising it this way
98can help when trying to get your bearings, and it matches the
99current implementation pretty closely.
100
101To be more precise, we will say that a regex program is an encoding
102of a graph. Each node in the graph corresponds to part of
103the original regex pattern, such as a literal string or a branch,
104and has a pointer to the nodes representing the next component
105to be matched. Since "node" and "opcode" already have other meanings in the
106perl source, we will call the nodes in a regex program "regops".
107
108The program is represented by an array of C<regnode> structures, one or
109more of which represent a single regop of the program. Struct
110C<regnode> is the smallest struct needed, and has a field structure which is
111shared with all the other larger structures.  (Outside this document, the term
112"regnode" is sometimes used to mean "regop", which could be confusing.)
113
114=for apidoc Cyh||regnode
115
116The "next" pointers of all regops except C<BRANCH> implement concatenation;
117a "next" pointer with a C<BRANCH> on both ends of it is connecting two
118alternatives.  [Here we have one of the subtle syntax dependencies: an
119individual C<BRANCH> (as opposed to a collection of them) is never
120concatenated with anything because of operator precedence.]
121
122The operand of some types of regop is a literal string; for others,
123it is a regop leading into a sub-program.  In particular, the operand
124of a C<BRANCH> node is the first regop of the branch.
125
126B<NOTE>: As the railroad metaphor suggests, this is B<not> a tree
127structure:  the tail of the branch connects to the thing following the
128set of C<BRANCH>es.  It is a like a single line of railway track that
129splits as it goes into a station or railway yard and rejoins as it comes
130out the other side.
131
132=head3 Regops
133
134The base structure of a regop is defined in F<regexp.h> as follows:
135
136    struct regnode {
137        U8  flags;    /* Various purposes, sometimes overridden */
138        U8  type;     /* Opcode value as specified by regnodes.h */
139        U16 next_off; /* Offset in size regnode */
140    };
141
142Other larger C<regnode>-like structures are defined in F<regcomp.h>. They
143are almost like subclasses in that they have the same fields as
144C<regnode>, with possibly additional fields following in
145the structure, and in some cases the specific meaning (and name)
146of some of base fields are overridden. The following is a more
147complete description.
148
149=over 4
150
151=item C<regnode_1>
152
153=item C<regnode_2>
154
155C<regnode_1> structures have the same header, followed by a single
156four-byte argument; C<regnode_2> structures contain two two-byte
157arguments instead:
158
159    regnode_1                U32 arg1;
160    regnode_2                U16 arg1;  U16 arg2;
161
162=item C<regnode_string>
163
164C<regnode_string> structures, used for literal strings, follow the header
165with a one-byte length and then the string data. Strings are padded on
166the tail end with zero bytes so that the total length of the node is a
167multiple of four bytes:
168
169    regnode_string           char string[1];
170                             U8 str_len; /* overrides flags */
171
172=item C<regnode_charclass>
173
174Bracketed character classes are represented by C<regnode_charclass>
175structures, which have a four-byte argument and then a 32-byte (256-bit)
176bitmap indicating which characters in the Latin1 range are included in
177the class.
178
179    regnode_charclass        U32 arg1;
180                             char bitmap[ANYOF_BITMAP_SIZE];
181
182Various flags whose names begin with C<ANYOF_> are used for special
183situations.  Above Latin1 matches and things not known until run-time
184are stored in L</Perl's pprivate structure>.
185
186=item C<regnode_charclass_posixl>
187
188There is also a larger form of a char class structure used to represent
189POSIX char classes under C</l> matching,
190called C<regnode_charclass_posixl> which has an
191additional 32-bit bitmap indicating which POSIX char classes
192have been included.
193
194   regnode_charclass_posixl U32 arg1;
195                            char bitmap[ANYOF_BITMAP_SIZE];
196                            U32 classflags;
197
198=back
199
200F<regnodes.h> defines an array called C<regarglen[]> which gives the size
201of each opcode in units of C<size regnode> (4-byte). A macro is used
202to calculate the size of an C<EXACT> node based on its C<str_len> field.
203
204The regops are defined in F<regnodes.h> which is generated from
205F<regcomp.sym> by F<regcomp.pl>. Currently the maximum possible number
206of distinct regops is restricted to 256, with about a quarter already
207used.
208
209A set of macros makes accessing the fields
210easier and more consistent. These include C<OP()>, which is used to determine
211the type of a C<regnode>-like structure; C<NEXT_OFF()>, which is the offset to
212the next node (more on this later); C<ARG()>, C<ARG1()>, C<ARG2()>, C<ARG_SET()>,
213and equivalents for reading and setting the arguments; and C<STR_LEN()>,
214C<STRING()> and C<OPERAND()> for manipulating strings and regop bearing
215types.
216
217=head3 What regop is next?
218
219There are three distinct concepts of "next" in the regex engine, and
220it is important to keep them clear.
221
222=over 4
223
224=item *
225
226There is the "next regnode" from a given regnode, a value which is
227rarely useful except that sometimes it matches up in terms of value
228with one of the others, and that sometimes the code assumes this to
229always be so.
230
231=item *
232
233There is the "next regop" from a given regop/regnode. This is the
234regop physically located after the current one, as determined by
235the size of the current regop. This is often useful, such as when
236dumping the structure we use this order to traverse. Sometimes the code
237assumes that the "next regnode" is the same as the "next regop", or in
238other words assumes that the sizeof a given regop type is always going
239to be one regnode large.
240
241=item *
242
243There is the "regnext" from a given regop. This is the regop which
244is reached by jumping forward by the value of C<NEXT_OFF()>,
245or in a few cases for longer jumps by the C<arg1> field of the C<regnode_1>
246structure. The subroutine C<regnext()> handles this transparently.
247This is the logical successor of the node, which in some cases, like
248that of the C<BRANCH> regop, has special meaning.
249
250=back
251
252=head1 Process Overview
253
254Broadly speaking, performing a match of a string against a pattern
255involves the following steps:
256
257=over 5
258
259=item A. Compilation
260
261=over 5
262
263=item 1. Parsing
264
265=item 2. Peep-hole optimisation and analysis
266
267=back
268
269=item B. Execution
270
271=over 5
272
273=item 3. Start position and no-match optimisations
274
275=item 4. Program execution
276
277=back
278
279=back
280
281
282Where these steps occur in the actual execution of a perl program is
283determined by whether the pattern involves interpolating any string
284variables. If interpolation occurs, then compilation happens at run time. If it
285does not, then compilation is performed at compile time. (The C</o> modifier changes this,
286as does C<qr//> to a certain extent.) The engine doesn't really care that
287much.
288
289=head2 Compilation
290
291This code resides primarily in F<regcomp.c>, along with the header files
292F<regcomp.h>, F<regexp.h> and F<regnodes.h>.
293
294Compilation starts with C<pregcomp()>, which is mostly an initialisation
295wrapper which farms work out to two other routines for the heavy lifting: the
296first is C<reg()>, which is the start point for parsing; the second,
297C<study_chunk()>, is responsible for optimisation.
298
299Initialisation in C<pregcomp()> mostly involves the creation and data-filling
300of a special structure, C<RExC_state_t> (defined in F<regcomp.c>).
301Almost all internally-used routines in F<regcomp.h> take a pointer to one
302of these structures as their first argument, with the name C<pRExC_state>.
303This structure is used to store the compilation state and contains many
304fields. Likewise there are many macros which operate on this
305variable: anything that looks like C<RExC_xxxx> is a macro that operates on
306this pointer/structure.
307
308C<reg()> is the start of the parse process. It is responsible for
309parsing an arbitrary chunk of pattern up to either the end of the
310string, or the first closing parenthesis it encounters in the pattern.
311This means it can be used to parse the top-level regex, or any section
312inside of a grouping parenthesis. It also handles the "special parens"
313that perl's regexes have. For instance when parsing C</x(?:foo)y/>,
314C<reg()> will at one point be called to parse from the "?" symbol up to
315and including the ")".
316
317Additionally, C<reg()> is responsible for parsing the one or more
318branches from the pattern, and for "finishing them off" by correctly
319setting their next pointers. In order to do the parsing, it repeatedly
320calls out to C<regbranch()>, which is responsible for handling up to the
321first C<|> symbol it sees.
322
323C<regbranch()> in turn calls C<regpiece()> which
324handles "things" followed by a quantifier. In order to parse the
325"things", C<regatom()> is called. This is the lowest level routine, which
326parses out constant strings, character classes, and the
327various special symbols like C<$>. If C<regatom()> encounters a "("
328character it in turn calls C<reg()>.
329
330There used to be two main passes involved in parsing, the first to
331calculate the size of the compiled program, and the second to actually
332compile it.  But now there is only one main pass, with an initial crude
333guess based on the length of the input pattern, which is increased if
334necessary as parsing proceeds, and afterwards, trimmed to the actual
335amount used.
336
337However, it may happen that parsing must be restarted at the beginning
338when various circumstances occur along the way.  An example is if the
339program turns out to be so large that there are jumps in it that won't
340fit in the normal 16 bits available.  There are two special regops that
341can hold bigger jump destinations, BRANCHJ and LONGBRANCH.  The parse is
342restarted, and these are used instead of the normal shorter ones.
343Whenever restarting the parse is required, the function returns failure
344and sets a flag as to what needs to be done.  This is passed up to the
345top level routine which takes the appropriate action and restarts from
346scratch.  In the case of needing longer jumps, the C<RExC_use_BRANCHJ>
347flag is set in the C<RExC_state_t> structure, which the functions know
348to inspect before deciding how to do branches.
349
350In most instances, the function that discovers the issue sets the causal
351flag and returns failure immediately.  L</Parsing complications>
352contains an explicit example of how this works.  In other cases, such as
353a forward reference to a numbered parenthetical grouping, we need to
354finish the parse to know if that numbered grouping actually appears in
355the pattern.  In those cases, the parse is just redone at the end, with
356the knowledge of how many groupings occur in it.
357
358The routine C<regtail()> is called by both C<reg()> and C<regbranch()>
359in order to "set the tail pointer" correctly. When executing and
360we get to the end of a branch, we need to go to the node following the
361grouping parens. When parsing, however, we don't know where the end will
362be until we get there, so when we do we must go back and update the
363offsets as appropriate. C<regtail> is used to make this easier.
364
365A subtlety of the parsing process means that a regex like C</foo/> is
366originally parsed into an alternation with a single branch. It is only
367afterwards that the optimiser converts single branch alternations into the
368simpler form.
369
370=head3 Parse Call Graph and a Grammar
371
372The call graph looks like this:
373
374 reg()                        # parse a top level regex, or inside of
375                              # parens
376     regbranch()              # parse a single branch of an alternation
377         regpiece()           # parse a pattern followed by a quantifier
378             regatom()        # parse a simple pattern
379                 regclass()   #   used to handle a class
380                 reg()        #   used to handle a parenthesised
381                              #   subpattern
382                 ....
383         ...
384         regtail()            # finish off the branch
385     ...
386     regtail()                # finish off the branch sequence. Tie each
387                              # branch's tail to the tail of the
388                              # sequence
389                              # (NEW) In Debug mode this is
390                              # regtail_study().
391
392A grammar form might be something like this:
393
394    atom  : constant | class
395    quant : '*' | '+' | '?' | '{min,max}'
396    _branch: piece
397           | piece _branch
398           | nothing
399    branch: _branch
400          | _branch '|' branch
401    group : '(' branch ')'
402    _piece: atom | group
403    piece : _piece
404          | _piece quant
405
406=head3 Parsing complications
407
408The implication of the above description is that a pattern containing nested
409parentheses will result in a call graph which cycles through C<reg()>,
410C<regbranch()>, C<regpiece()>, C<regatom()>, C<reg()>, C<regbranch()> I<etc>
411multiple times, until the deepest level of nesting is reached. All the above
412routines return a pointer to a C<regnode>, which is usually the last regnode
413added to the program. However, one complication is that reg() returns NULL
414for parsing C<(?:)> syntax for embedded modifiers, setting the flag
415C<TRYAGAIN>. The C<TRYAGAIN> propagates upwards until it is captured, in
416some cases by C<regatom()>, but otherwise unconditionally by
417C<regbranch()>. Hence it will never be returned by C<regbranch()> to
418C<reg()>. This flag permits patterns such as C<(?i)+> to be detected as
419errors (I<Quantifier follows nothing in regex; marked by <-- HERE in m/(?i)+
420<-- HERE />).
421
422Another complication is that the representation used for the program differs
423if it needs to store Unicode, but it's not always possible to know for sure
424whether it does until midway through parsing. The Unicode representation for
425the program is larger, and cannot be matched as efficiently. (See L</Unicode
426and Localisation Support> below for more details as to why.)  If the pattern
427contains literal Unicode, it's obvious that the program needs to store
428Unicode. Otherwise, the parser optimistically assumes that the more
429efficient representation can be used, and starts sizing on this basis.
430However, if it then encounters something in the pattern which must be stored
431as Unicode, such as an C<\x{...}> escape sequence representing a character
432literal, then this means that all previously calculated sizes need to be
433redone, using values appropriate for the Unicode representation.  This
434is another instance where the parsing needs to be restarted, and it can
435and is done immediately.  The function returns failure, and sets the
436flag C<RESTART_UTF8> (encapsulated by using the macro C<REQUIRE_UTF8>).
437This restart request is propagated up the call chain in a similar
438fashion, until it is "caught" in C<Perl_re_op_compile()>, which marks
439the pattern as containing Unicode, and restarts the sizing pass. It is
440also possible for constructions within run-time code blocks to turn out
441to need Unicode representation., which is signalled by
442C<S_compile_runtime_code()> returning false to C<Perl_re_op_compile()>.
443
444The restart was previously implemented using a C<longjmp> in C<regatom()>
445back to a C<setjmp> in C<Perl_re_op_compile()>, but this proved to be
446problematic as the latter is a large function containing many automatic
447variables, which interact badly with the emergent control flow of C<setjmp>.
448
449=head3 Debug Output
450
451Starting in the 5.9.x development version of perl you can C<< use re
452Debug => 'PARSE' >> to see some trace information about the parse
453process. We will start with some simple patterns and build up to more
454complex patterns.
455
456So when we parse C</foo/> we see something like the following table. The
457left shows what is being parsed, and the number indicates where the next regop
458would go. The stuff on the right is the trace output of the graph. The
459names are chosen to be short to make it less dense on the screen. 'tsdy'
460is a special form of C<regtail()> which does some extra analysis.
461
462 >foo<             1    reg
463                          brnc
464                            piec
465                              atom
466 ><                4      tsdy~ EXACT <foo> (EXACT) (1)
467                              ~ attach to END (3) offset to 2
468
469The resulting program then looks like:
470
471   1: EXACT <foo>(3)
472   3: END(0)
473
474As you can see, even though we parsed out a branch and a piece, it was ultimately
475only an atom. The final program shows us how things work. We have an C<EXACT> regop,
476followed by an C<END> regop. The number in parens indicates where the C<regnext> of
477the node goes. The C<regnext> of an C<END> regop is unused, as C<END> regops mean
478we have successfully matched. The number on the left indicates the position of
479the regop in the regnode array.
480
481Now let's try a harder pattern. We will add a quantifier, so now we have the pattern
482C</foo+/>. We will see that C<regbranch()> calls C<regpiece()> twice.
483
484 >foo+<            1    reg
485                          brnc
486                            piec
487                              atom
488 >o+<              3        piec
489                              atom
490 ><                6        tail~ EXACT <fo> (1)
491                   7      tsdy~ EXACT <fo> (EXACT) (1)
492                              ~ PLUS (END) (3)
493                              ~ attach to END (6) offset to 3
494
495And we end up with the program:
496
497   1: EXACT <fo>(3)
498   3: PLUS(6)
499   4:   EXACT <o>(0)
500   6: END(0)
501
502Now we have a special case. The C<EXACT> regop has a C<regnext> of 0. This is
503because if it matches it should try to match itself again. The C<PLUS> regop
504handles the actual failure of the C<EXACT> regop and acts appropriately (going
505to regnode 6 if the C<EXACT> matched at least once, or failing if it didn't).
506
507Now for something much more complex: C</x(?:foo*|b[a][rR])(foo|bar)$/>
508
509 >x(?:foo*|b...    1    reg
510                          brnc
511                            piec
512                              atom
513 >(?:foo*|b[...    3        piec
514                              atom
515 >?:foo*|b[a...                 reg
516 >foo*|b[a][...                   brnc
517                                    piec
518                                      atom
519 >o*|b[a][rR...    5                piec
520                                      atom
521 >|b[a][rR])...    8                tail~ EXACT <fo> (3)
522 >b[a][rR])(...    9              brnc
523                  10                piec
524                                      atom
525 >[a][rR])(f...   12                piec
526                                      atom
527 >a][rR])(fo...                         clas
528 >[rR])(foo|...   14                tail~ EXACT <b> (10)
529                                    piec
530                                      atom
531 >rR])(foo|b...                         clas
532 >)(foo|bar)...   25                tail~ EXACT <a> (12)
533                                  tail~ BRANCH (3)
534                  26              tsdy~ BRANCH (END) (9)
535                                      ~ attach to TAIL (25) offset to 16
536                                  tsdy~ EXACT <fo> (EXACT) (4)
537                                      ~ STAR (END) (6)
538                                      ~ attach to TAIL (25) offset to 19
539                                  tsdy~ EXACT <b> (EXACT) (10)
540                                      ~ EXACT <a> (EXACT) (12)
541                                      ~ ANYOF[Rr] (END) (14)
542                                      ~ attach to TAIL (25) offset to 11
543 >(foo|bar)$<               tail~ EXACT <x> (1)
544                            piec
545                              atom
546 >foo|bar)$<                    reg
547                  28              brnc
548                                    piec
549                                      atom
550 >|bar)$<         31              tail~ OPEN1 (26)
551 >bar)$<                          brnc
552                  32                piec
553                                      atom
554 >)$<             34              tail~ BRANCH (28)
555                  36              tsdy~ BRANCH (END) (31)
556                                     ~ attach to CLOSE1 (34) offset to 3
557                                  tsdy~ EXACT <foo> (EXACT) (29)
558                                     ~ attach to CLOSE1 (34) offset to 5
559                                  tsdy~ EXACT <bar> (EXACT) (32)
560                                     ~ attach to CLOSE1 (34) offset to 2
561 >$<                        tail~ BRANCH (3)
562                                ~ BRANCH (9)
563                                ~ TAIL (25)
564                            piec
565                              atom
566 ><               37        tail~ OPEN1 (26)
567                                ~ BRANCH (28)
568                                ~ BRANCH (31)
569                                ~ CLOSE1 (34)
570                  38      tsdy~ EXACT <x> (EXACT) (1)
571                              ~ BRANCH (END) (3)
572                              ~ BRANCH (END) (9)
573                              ~ TAIL (END) (25)
574                              ~ OPEN1 (END) (26)
575                              ~ BRANCH (END) (28)
576                              ~ BRANCH (END) (31)
577                              ~ CLOSE1 (END) (34)
578                              ~ EOL (END) (36)
579                              ~ attach to END (37) offset to 1
580
581Resulting in the program
582
583   1: EXACT <x>(3)
584   3: BRANCH(9)
585   4:   EXACT <fo>(6)
586   6:   STAR(26)
587   7:     EXACT <o>(0)
588   9: BRANCH(25)
589  10:   EXACT <ba>(14)
590  12:   OPTIMIZED (2 nodes)
591  14:   ANYOF[Rr](26)
592  25: TAIL(26)
593  26: OPEN1(28)
594  28:   TRIE-EXACT(34)
595        [StS:1 Wds:2 Cs:6 Uq:5 #Sts:7 Mn:3 Mx:3 Stcls:bf]
596          <foo>
597          <bar>
598  30:   OPTIMIZED (4 nodes)
599  34: CLOSE1(36)
600  36: EOL(37)
601  37: END(0)
602
603Here we can see a much more complex program, with various optimisations in
604play. At regnode 10 we see an example where a character class with only
605one character in it was turned into an C<EXACT> node. We can also see where
606an entire alternation was turned into a C<TRIE-EXACT> node. As a consequence,
607some of the regnodes have been marked as optimised away. We can see that
608the C<$> symbol has been converted into an C<EOL> regop, a special piece of
609code that looks for C<\n> or the end of the string.
610
611The next pointer for C<BRANCH>es is interesting in that it points at where
612execution should go if the branch fails. When executing, if the engine
613tries to traverse from a branch to a C<regnext> that isn't a branch then
614the engine will know that the entire set of branches has failed.
615
616=head3 Peep-hole Optimisation and Analysis
617
618The regular expression engine can be a weighty tool to wield. On long
619strings and complex patterns it can end up having to do a lot of work
620to find a match, and even more to decide that no match is possible.
621Consider a situation like the following pattern.
622
623   'ababababababababababab' =~ /(a|b)*z/
624
625The C<(a|b)*> part can match at every char in the string, and then fail
626every time because there is no C<z> in the string. So obviously we can
627avoid using the regex engine unless there is a C<z> in the string.
628Likewise in a pattern like:
629
630   /foo(\w+)bar/
631
632In this case we know that the string must contain a C<foo> which must be
633followed by C<bar>. We can use Fast Boyer-Moore matching as implemented
634in C<fbm_instr()> to find the location of these strings. If they don't exist
635then we don't need to resort to the much more expensive regex engine.
636Even better, if they do exist then we can use their positions to
637reduce the search space that the regex engine needs to cover to determine
638if the entire pattern matches.
639
640There are various aspects of the pattern that can be used to facilitate
641optimisations along these lines:
642
643=over 5
644
645=item * anchored fixed strings
646
647=item * floating fixed strings
648
649=item * minimum and maximum length requirements
650
651=item * start class
652
653=item * Beginning/End of line positions
654
655=back
656
657Another form of optimisation that can occur is the post-parse "peep-hole"
658optimisation, where inefficient constructs are replaced by more efficient
659constructs. The C<TAIL> regops which are used during parsing to mark the end
660of branches and the end of groups are examples of this. These regops are used
661as place-holders during construction and "always match" so they can be
662"optimised away" by making the things that point to the C<TAIL> point to the
663thing that C<TAIL> points to, thus "skipping" the node.
664
665Another optimisation that can occur is that of "C<EXACT> merging" which is
666where two consecutive C<EXACT> nodes are merged into a single
667regop. An even more aggressive form of this is that a branch
668sequence of the form C<EXACT BRANCH ... EXACT> can be converted into a
669C<TRIE-EXACT> regop.
670
671All of this occurs in the routine C<study_chunk()> which uses a special
672structure C<scan_data_t> to store the analysis that it has performed, and
673does the "peep-hole" optimisations as it goes.
674
675The code involved in C<study_chunk()> is extremely cryptic. Be careful. :-)
676
677=head2 Execution
678
679Execution of a regex generally involves two phases, the first being
680finding the start point in the string where we should match from,
681and the second being running the regop interpreter.
682
683If we can tell that there is no valid start point then we don't bother running
684the interpreter at all. Likewise, if we know from the analysis phase that we
685cannot detect a short-cut to the start position, we go straight to the
686interpreter.
687
688The two entry points are C<re_intuit_start()> and C<pregexec()>. These routines
689have a somewhat incestuous relationship with overlap between their functions,
690and C<pregexec()> may even call C<re_intuit_start()> on its own. Nevertheless
691other parts of the perl source code may call into either, or both.
692
693Execution of the interpreter itself used to be recursive, but thanks to the
694efforts of Dave Mitchell in the 5.9.x development track, that has changed: now an
695internal stack is maintained on the heap and the routine is fully
696iterative. This can make it tricky as the code is quite conservative
697about what state it stores, with the result that two consecutive lines in the
698code can actually be running in totally different contexts due to the
699simulated recursion.
700
701=for apidoc pregcomp
702=for apidoc pregexec
703
704=head3 Start position and no-match optimisations
705
706C<re_intuit_start()> is responsible for handling start points and no-match
707optimisations as determined by the results of the analysis done by
708C<study_chunk()> (and described in L</Peep-hole Optimisation and Analysis>).
709
710The basic structure of this routine is to try to find the start- and/or
711end-points of where the pattern could match, and to ensure that the string
712is long enough to match the pattern. It tries to use more efficient
713methods over less efficient methods and may involve considerable
714cross-checking of constraints to find the place in the string that matches.
715For instance it may try to determine that a given fixed string must be
716not only present but a certain number of chars before the end of the
717string, or whatever.
718
719It calls several other routines, such as C<fbm_instr()> which does
720Fast Boyer Moore matching and C<find_byclass()> which is responsible for
721finding the start using the first mandatory regop in the program.
722
723When the optimisation criteria have been satisfied, C<reg_try()> is called
724to perform the match.
725
726=head3 Program execution
727
728C<pregexec()> is the main entry point for running a regex. It contains
729support for initialising the regex interpreter's state, running
730C<re_intuit_start()> if needed, and running the interpreter on the string
731from various start positions as needed. When it is necessary to use
732the regex interpreter C<pregexec()> calls C<regtry()>.
733
734C<regtry()> is the entry point into the regex interpreter. It expects
735as arguments a pointer to a C<regmatch_info> structure and a pointer to
736a string.  It returns an integer 1 for success and a 0 for failure.
737It is basically a set-up wrapper around C<regmatch()>.
738
739C<regmatch> is the main "recursive loop" of the interpreter. It is
740basically a giant switch statement that implements a state machine, where
741the possible states are the regops themselves, plus a number of additional
742intermediate and failure states. A few of the states are implemented as
743subroutines but the bulk are inline code.
744
745=head1 MISCELLANEOUS
746
747=head2 Unicode and Localisation Support
748
749When dealing with strings containing characters that cannot be represented
750using an eight-bit character set, perl uses an internal representation
751that is a permissive version of Unicode's UTF-8 encoding[2]. This uses single
752bytes to represent characters from the ASCII character set, and sequences
753of two or more bytes for all other characters. (See L<perlunitut>
754for more information about the relationship between UTF-8 and perl's
755encoding, utf8. The difference isn't important for this discussion.)
756
757No matter how you look at it, Unicode support is going to be a pain in a
758regex engine. Tricks that might be fine when you have 256 possible
759characters often won't scale to handle the size of the UTF-8 character
760set.  Things you can take for granted with ASCII may not be true with
761Unicode. For instance, in ASCII, it is safe to assume that
762C<sizeof(char1) == sizeof(char2)>, but in UTF-8 it isn't. Unicode case folding is
763vastly more complex than the simple rules of ASCII, and even when not
764using Unicode but only localised single byte encodings, things can get
765tricky (for example, B<LATIN SMALL LETTER SHARP S> (U+00DF, E<szlig>)
766should match 'SS' in localised case-insensitive matching).
767
768Making things worse is that UTF-8 support was a later addition to the
769regex engine (as it was to perl) and this necessarily  made things a lot
770more complicated. Obviously it is easier to design a regex engine with
771Unicode support in mind from the beginning than it is to retrofit it to
772one that wasn't.
773
774Nearly all regops that involve looking at the input string have
775two cases, one for UTF-8, and one not. In fact, it's often more complex
776than that, as the pattern may be UTF-8 as well.
777
778Care must be taken when making changes to make sure that you handle
779UTF-8 properly, both at compile time and at execution time, including
780when the string and pattern are mismatched.
781
782=head2 Base Structures
783
784The C<regexp> structure described in L<perlreapi> is common to all
785regex engines. Two of its fields are intended for the private use
786of the regex engine that compiled the pattern. These are the
787C<intflags> and pprivate members. The C<pprivate> is a void pointer to
788an arbitrary structure whose use and management is the responsibility
789of the compiling engine. perl will never modify either of these
790values. In the case of the stock engine the structure pointed to by
791C<pprivate> is called C<regexp_internal>.
792
793Its C<pprivate> and C<intflags> fields contain data
794specific to each engine.
795
796There are two structures used to store a compiled regular expression.
797One, the C<regexp> structure described in L<perlreapi> is populated by
798the engine currently being. used and some of its fields read by perl to
799implement things such as the stringification of C<qr//>.
800
801
802The other structure is pointed to by the C<regexp> struct's
803C<pprivate> and is in addition to C<intflags> in the same struct
804considered to be the property of the regex engine which compiled the
805regular expression;
806
807The regexp structure contains all the data that perl needs to be aware of
808to properly work with the regular expression. It includes data about
809optimisations that perl can use to determine if the regex engine should
810really be used, and various other control info that is needed to properly
811execute patterns in various contexts such as is the pattern anchored in
812some way, or what flags were used during the compile, or whether the
813program contains special constructs that perl needs to be aware of.
814
815In addition it contains two fields that are intended for the private use
816of the regex engine that compiled the pattern. These are the C<intflags>
817and pprivate members. The C<pprivate> is a void pointer to an arbitrary
818structure whose use and management is the responsibility of the compiling
819engine. perl will never modify either of these values.
820
821As mentioned earlier, in the case of the default engines, the C<pprivate>
822will be a pointer to a regexp_internal structure which holds the compiled
823program and any additional data that is private to the regex engine
824implementation.
825
826=head3 Perl's C<pprivate> structure
827
828The following structure is used as the C<pprivate> struct by perl's
829regex engine. Since it is specific to perl it is only of curiosity
830value to other engine implementations.
831
832    typedef struct regexp_internal {
833        regnode *regstclass;
834        struct reg_data *data;
835        struct reg_code_blocks *code_blocks;
836        U32 proglen;
837        U32 name_list_idx;
838        regnode program[1];
839    } regexp_internal;
840
841Description of the attributes is as follows:
842
843=over 5
844
845=item C<regstclass>
846
847Special regop that is used by C<re_intuit_start()> to check if a pattern
848can match at a certain position. For instance if the regex engine knows
849that the pattern must start with a 'Z' then it can scan the string until
850it finds one and then launch the regex engine from there. The routine
851that handles this is called C<find_by_class()>. Sometimes this field
852points at a regop embedded in the program, and sometimes it points at
853an independent synthetic regop that has been constructed by the optimiser.
854
855=item C<data>
856
857This field points at a C<reg_data> structure, which is defined as follows
858
859    struct reg_data {
860        U32 count;
861        U8 *what;
862        void* data[1];
863    };
864
865This structure is used for handling data structures that the regex engine
866needs to handle specially during a clone or free operation on the compiled
867product. Each element in the data array has a corresponding element in the
868what array. During compilation regops that need special structures stored
869will add an element to each array using the add_data() routine and then store
870the index in the regop.
871
872In modern perls the 0th element of this structure is reserved and is NEVER
873used to store anything of use. This is to allow things that need to index
874into this array to represent "no value".
875
876=item C<code_blocks>
877
878This optional structure is used to manage C<(?{})> constructs in the
879pattern.  It is made up of the following structures.
880
881    /* record the position of a (?{...}) within a pattern */
882    struct reg_code_block {
883        STRLEN start;
884        STRLEN end;
885        OP     *block;
886        REGEXP *src_regex;
887    };
888
889    /* array of reg_code_block's plus header info */
890    struct reg_code_blocks {
891        int refcnt; /* we may be pointed to from a regex
892                       and from the savestack */
893        int  count; /* how many code blocks */
894        struct reg_code_block *cb; /* array of reg_code_block's */
895    };
896
897=item C<proglen>
898
899Stores the length of the compiled program in units of regops.
900
901=item C<name_list_idx>
902
903This is the index into the data array where an AV is stored that contains
904the names of any named capture buffers in the pattern, should there be
905any. This is only used in the debugging version of the regex engine and
906when RXp_PAREN_NAMES(prog) is true. It will be 0 if there is no such data.
907
908=item C<program>
909
910Compiled program. Inlined into the structure so the entire struct can be
911treated as a single blob.
912
913=back
914
915=head1 SEE ALSO
916
917L<perlreapi>
918
919L<perlre>
920
921L<perlunitut>
922
923=head1 AUTHOR
924
925by Yves Orton, 2006.
926
927With excerpts from Perl, and contributions and suggestions from
928Ronald J. Kimball, Dave Mitchell, Dominic Dunlop, Mark Jason Dominus,
929Stephen McCamant, and David Landgren.
930
931Now maintained by Perl 5 Porters.
932
933=head1 LICENCE
934
935Same terms as Perl.
936
937=head1 REFERENCES
938
939[1] L<https://perl.plover.com/Rx/paper/>
940
941[2] L<https://www.unicode.org/>
942
943=cut
944