xref: /openbsd/gnu/usr.bin/perl/pod/perlreguts.pod (revision f2a19305)
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<PL_regnode_arg_len[]> 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 regnode is next?
218
219There are two distinct concepts of "next regnode" in the regex engine,
220and it is important to keep them distinct in your thinking as they
221overlap conceptually in many places, but where they don't overlap the
222difference is critical. For the majority of regnode types the two
223concepts are (nearly) identical in practice. The two types are
224C<REGNODE_AFTER> which is used heavily during compilation but only
225occasionally during execution and C<regnext> which is used heavily
226during execution, and only occasionally during compilation.
227
228=over 4
229
230=item "REGNODE_AFTER"
231
232This is the "positionally next regnode" in the compiled regex program.
233For the smaller regnode types it is C<regnode_ptr+1> under the hood, but
234as regnode sizes vary and can change over time we offer macros which
235hide the gory details.
236
237It is heavily used in the compiler phase but is only used by a few
238select regnode types in the execution phase. It is also heavily used in
239the code for dumping the regexp program for debugging.
240
241There are a selection of macros which can be used to compute this as
242efficiently as possible depending on the circumstances. The canonical
243macro is C<REGNODE_AFTER()>, which is the most powerful and should handle
244any case we have, but is also potentially the slowest. There are two
245additional macros for the special case that you KNOW the current regnode
246size is constant, and you know its type or opcode. In which case you can
247use C<REGNODE_AFTER_opcode()> or C<REGNODE_AFTER_type()>.
248
249In older versions of the regex engine C<REGNODE_AFTER()> was called
250C<NEXTOPER> but this was found to be confusing and it was renamed. There
251is also a C<REGNODE_BEFORE()>, but it is unsafe and should not be used
252in new code.
253
254=item "regnext"
255
256This is the regnode which can be reached by jumping forward by the value
257of the C<NEXT_OFF()> member of the regnode, or in a few cases for longer
258jumps by the C<arg1> field of the C<regnode_1> structure. The subroutine
259C<regnext()> handles this transparently. In the majority of cases the
260C<regnext> for a regnode is the regnode which should be executed after the
261current one has successfully matched, but in some cases this may not be
262true. In loop control and branch control regnode types the regnext may
263signify something special, for BRANCH nodes C<regnext> is the
264next BRANCH that should be executed if the current one fails execution,
265and some loop control regnodes set the regnext to be the end of the loop
266so they can jump to their cleanup if the current iteration fails to match.
267
268=back
269
270Most regnode types do not create a branch in the execution flow, and
271leaving aside optimizations the two concepts of "next" are the same.
272For instance the C<regnext> and C<REGNODE_AFTER> of a SBOL opcode are
273the same during compilation phase. The main place this is not true is
274C<BRANCH> regnodes where the C<REGNODE_AFTER> represents the start of
275the pattern in the branch and the C<regnext> represents the linkage to
276the next BRANCH should this one fail to match, or 0 if it is the last
277branch. The looping logic for quantifiers also makes similar use of
278the distinction between the two types, with C<REGNODE_AFTER> being the
279inside of the loop construct, and the C<regnext> pointing at the end
280of the loop.
281
282During compilation the engine may not know what the regnext is for a
283given node, so during compilation C<regnext> is only used where it must
284be used and is known to be correct. At the very end of the compilation
285phase we walk the regex program and correct the regnext data as
286appropriate, and also perform various optimizations which may result in
287regnodes that were required during construction becoming redundant, or
288we may replace a large regnode with a much smaller one and filling in the
289gap with OPTIMIZED regnodes. Thus we might start with something like
290this:
291
292    BRANCH
293      EXACT "foo"
294    BRANCH
295      EXACT "bar"
296    EXACT "!"
297
298and replace it with something like:
299
300    TRIE foo|bar
301    OPTIMIZED
302    OPTIMIZED
303    OPTIMIZED
304    EXACT "!"
305
306the C<REGNODE_AFTER> for the C<TRIE> node would be an C<OPTIMIZED>
307regnode, and in theory the C<regnext> would be the same as the
308C<REGNODE_AFTER>. But it would be inefficient to execute the OPTIMIZED
309regnode as a noop three times, so the optimizer fixes the C<regnext> so
310such nodes are skipped during execution phase.
311
312During execution phases we use the C<regnext()> almost exclusively, and
313only use C<REGNODE_AFTER> in special cases where it has a well defined
314meaning for a given regnode type. For instance /x+/ results in
315
316    PLUS
317        EXACT "x"
318    END
319
320the C<regnext> of the C<PLUS> regnode is the C<END> regnode, and the
321C<REGNODE_AFTER> of the C<PLUS> regnode is the C<EXACT> regnode. The
322C<regnext> and C<REGNODE_AFTER> of the C<EXACT> regnode is the
323C<END> regnode.
324
325=head1 Process Overview
326
327Broadly speaking, performing a match of a string against a pattern
328involves the following steps:
329
330=over 5
331
332=item A. Compilation
333
334=over 5
335
336=item 1. Parsing
337
338=item 2. Peep-hole optimisation and analysis
339
340=back
341
342=item B. Execution
343
344=over 5
345
346=item 3. Start position and no-match optimisations
347
348=item 4. Program execution
349
350=back
351
352=back
353
354
355Where these steps occur in the actual execution of a perl program is
356determined by whether the pattern involves interpolating any string
357variables. If interpolation occurs, then compilation happens at run time. If it
358does not, then compilation is performed at compile time. (The C</o> modifier changes this,
359as does C<qr//> to a certain extent.) The engine doesn't really care that
360much.
361
362=head2 Compilation
363
364This code resides primarily in F<regcomp.c>, along with the header files
365F<regcomp.h>, F<regexp.h> and F<regnodes.h>.
366
367Compilation starts with C<pregcomp()>, which is mostly an initialisation
368wrapper which farms work out to two other routines for the heavy lifting: the
369first is C<reg()>, which is the start point for parsing; the second,
370C<study_chunk()>, is responsible for optimisation.
371
372Initialisation in C<pregcomp()> mostly involves the creation and data-filling
373of a special structure, C<RExC_state_t> (defined in F<regcomp.c>).
374Almost all internally-used routines in F<regcomp.h> take a pointer to one
375of these structures as their first argument, with the name C<pRExC_state>.
376This structure is used to store the compilation state and contains many
377fields. Likewise there are many macros which operate on this
378variable: anything that looks like C<RExC_xxxx> is a macro that operates on
379this pointer/structure.
380
381C<reg()> is the start of the parse process. It is responsible for
382parsing an arbitrary chunk of pattern up to either the end of the
383string, or the first closing parenthesis it encounters in the pattern.
384This means it can be used to parse the top-level regex, or any section
385inside of a grouping parenthesis. It also handles the "special parens"
386that perl's regexes have. For instance when parsing C</x(?:foo)y/>,
387C<reg()> will at one point be called to parse from the "?" symbol up to
388and including the ")".
389
390Additionally, C<reg()> is responsible for parsing the one or more
391branches from the pattern, and for "finishing them off" by correctly
392setting their next pointers. In order to do the parsing, it repeatedly
393calls out to C<regbranch()>, which is responsible for handling up to the
394first C<|> symbol it sees.
395
396C<regbranch()> in turn calls C<regpiece()> which
397handles "things" followed by a quantifier. In order to parse the
398"things", C<regatom()> is called. This is the lowest level routine, which
399parses out constant strings, character classes, and the
400various special symbols like C<$>. If C<regatom()> encounters a "("
401character it in turn calls C<reg()>.
402
403There used to be two main passes involved in parsing, the first to
404calculate the size of the compiled program, and the second to actually
405compile it.  But now there is only one main pass, with an initial crude
406guess based on the length of the input pattern, which is increased if
407necessary as parsing proceeds, and afterwards, trimmed to the actual
408amount used.
409
410However, it may happen that parsing must be restarted at the beginning
411when various circumstances occur along the way.  An example is if the
412program turns out to be so large that there are jumps in it that won't
413fit in the normal 16 bits available.  There are two special regops that
414can hold bigger jump destinations, BRANCHJ and LONGBRANCH.  The parse is
415restarted, and these are used instead of the normal shorter ones.
416Whenever restarting the parse is required, the function returns failure
417and sets a flag as to what needs to be done.  This is passed up to the
418top level routine which takes the appropriate action and restarts from
419scratch.  In the case of needing longer jumps, the C<RExC_use_BRANCHJ>
420flag is set in the C<RExC_state_t> structure, which the functions know
421to inspect before deciding how to do branches.
422
423In most instances, the function that discovers the issue sets the causal
424flag and returns failure immediately.  L</Parsing complications>
425contains an explicit example of how this works.  In other cases, such as
426a forward reference to a numbered parenthetical grouping, we need to
427finish the parse to know if that numbered grouping actually appears in
428the pattern.  In those cases, the parse is just redone at the end, with
429the knowledge of how many groupings occur in it.
430
431The routine C<regtail()> is called by both C<reg()> and C<regbranch()>
432in order to "set the tail pointer" correctly. When executing and
433we get to the end of a branch, we need to go to the node following the
434grouping parens. When parsing, however, we don't know where the end will
435be until we get there, so when we do we must go back and update the
436offsets as appropriate. C<regtail> is used to make this easier.
437
438A subtlety of the parsing process means that a regex like C</foo/> is
439originally parsed into an alternation with a single branch. It is only
440afterwards that the optimiser converts single branch alternations into the
441simpler form.
442
443=head3 Parse Call Graph and a Grammar
444
445The call graph looks like this:
446
447 reg()                        # parse a top level regex, or inside of
448                              # parens
449     regbranch()              # parse a single branch of an alternation
450         regpiece()           # parse a pattern followed by a quantifier
451             regatom()        # parse a simple pattern
452                 regclass()   #   used to handle a class
453                 reg()        #   used to handle a parenthesised
454                              #   subpattern
455                 ....
456         ...
457         regtail()            # finish off the branch
458     ...
459     regtail()                # finish off the branch sequence. Tie each
460                              # branch's tail to the tail of the
461                              # sequence
462                              # (NEW) In Debug mode this is
463                              # regtail_study().
464
465A grammar form might be something like this:
466
467    atom  : constant | class
468    quant : '*' | '+' | '?' | '{min,max}'
469    _branch: piece
470           | piece _branch
471           | nothing
472    branch: _branch
473          | _branch '|' branch
474    group : '(' branch ')'
475    _piece: atom | group
476    piece : _piece
477          | _piece quant
478
479=head3 Parsing complications
480
481The implication of the above description is that a pattern containing nested
482parentheses will result in a call graph which cycles through C<reg()>,
483C<regbranch()>, C<regpiece()>, C<regatom()>, C<reg()>, C<regbranch()> I<etc>
484multiple times, until the deepest level of nesting is reached. All the above
485routines return a pointer to a C<regnode>, which is usually the last regnode
486added to the program. However, one complication is that reg() returns NULL
487for parsing C<(?:)> syntax for embedded modifiers, setting the flag
488C<TRYAGAIN>. The C<TRYAGAIN> propagates upwards until it is captured, in
489some cases by C<regatom()>, but otherwise unconditionally by
490C<regbranch()>. Hence it will never be returned by C<regbranch()> to
491C<reg()>. This flag permits patterns such as C<(?i)+> to be detected as
492errors (I<Quantifier follows nothing in regex; marked by <-- HERE in m/(?i)+
493<-- HERE />).
494
495Another complication is that the representation used for the program differs
496if it needs to store Unicode, but it's not always possible to know for sure
497whether it does until midway through parsing. The Unicode representation for
498the program is larger, and cannot be matched as efficiently. (See L</Unicode
499and Localisation Support> below for more details as to why.)  If the pattern
500contains literal Unicode, it's obvious that the program needs to store
501Unicode. Otherwise, the parser optimistically assumes that the more
502efficient representation can be used, and starts sizing on this basis.
503However, if it then encounters something in the pattern which must be stored
504as Unicode, such as an C<\x{...}> escape sequence representing a character
505literal, then this means that all previously calculated sizes need to be
506redone, using values appropriate for the Unicode representation.  This
507is another instance where the parsing needs to be restarted, and it can
508and is done immediately.  The function returns failure, and sets the
509flag C<RESTART_UTF8> (encapsulated by using the macro C<REQUIRE_UTF8>).
510This restart request is propagated up the call chain in a similar
511fashion, until it is "caught" in C<Perl_re_op_compile()>, which marks
512the pattern as containing Unicode, and restarts the sizing pass. It is
513also possible for constructions within run-time code blocks to turn out
514to need Unicode representation., which is signalled by
515C<S_compile_runtime_code()> returning false to C<Perl_re_op_compile()>.
516
517The restart was previously implemented using a C<longjmp> in C<regatom()>
518back to a C<setjmp> in C<Perl_re_op_compile()>, but this proved to be
519problematic as the latter is a large function containing many automatic
520variables, which interact badly with the emergent control flow of C<setjmp>.
521
522=head3 Debug Output
523
524Starting in the 5.9.x development version of perl you can C<< use re
525Debug => 'PARSE' >> to see some trace information about the parse
526process. We will start with some simple patterns and build up to more
527complex patterns.
528
529So when we parse C</foo/> we see something like the following table. The
530left shows what is being parsed, and the number indicates where the next regop
531would go. The stuff on the right is the trace output of the graph. The
532names are chosen to be short to make it less dense on the screen. 'tsdy'
533is a special form of C<regtail()> which does some extra analysis.
534
535 >foo<             1    reg
536                          brnc
537                            piec
538                              atom
539 ><                4      tsdy~ EXACT <foo> (EXACT) (1)
540                              ~ attach to END (3) offset to 2
541
542The resulting program then looks like:
543
544   1: EXACT <foo>(3)
545   3: END(0)
546
547As you can see, even though we parsed out a branch and a piece, it was ultimately
548only an atom. The final program shows us how things work. We have an C<EXACT> regop,
549followed by an C<END> regop. The number in parens indicates where the C<regnext> of
550the node goes. The C<regnext> of an C<END> regop is unused, as C<END> regops mean
551we have successfully matched. The number on the left indicates the position of
552the regop in the regnode array.
553
554Now let's try a harder pattern. We will add a quantifier, so now we have the pattern
555C</foo+/>. We will see that C<regbranch()> calls C<regpiece()> twice.
556
557 >foo+<            1    reg
558                          brnc
559                            piec
560                              atom
561 >o+<              3        piec
562                              atom
563 ><                6        tail~ EXACT <fo> (1)
564                   7      tsdy~ EXACT <fo> (EXACT) (1)
565                              ~ PLUS (END) (3)
566                              ~ attach to END (6) offset to 3
567
568And we end up with the program:
569
570   1: EXACT <fo>(3)
571   3: PLUS(6)
572   4:   EXACT <o>(0)
573   6: END(0)
574
575Now we have a special case. The C<EXACT> regop has a C<regnext> of 0. This is
576because if it matches it should try to match itself again. The C<PLUS> regop
577handles the actual failure of the C<EXACT> regop and acts appropriately (going
578to regnode 6 if the C<EXACT> matched at least once, or failing if it didn't).
579
580Now for something much more complex: C</x(?:foo*|b[a][rR])(foo|bar)$/>
581
582 >x(?:foo*|b...    1    reg
583                          brnc
584                            piec
585                              atom
586 >(?:foo*|b[...    3        piec
587                              atom
588 >?:foo*|b[a...                 reg
589 >foo*|b[a][...                   brnc
590                                    piec
591                                      atom
592 >o*|b[a][rR...    5                piec
593                                      atom
594 >|b[a][rR])...    8                tail~ EXACT <fo> (3)
595 >b[a][rR])(...    9              brnc
596                  10                piec
597                                      atom
598 >[a][rR])(f...   12                piec
599                                      atom
600 >a][rR])(fo...                         clas
601 >[rR])(foo|...   14                tail~ EXACT <b> (10)
602                                    piec
603                                      atom
604 >rR])(foo|b...                         clas
605 >)(foo|bar)...   25                tail~ EXACT <a> (12)
606                                  tail~ BRANCH (3)
607                  26              tsdy~ BRANCH (END) (9)
608                                      ~ attach to TAIL (25) offset to 16
609                                  tsdy~ EXACT <fo> (EXACT) (4)
610                                      ~ STAR (END) (6)
611                                      ~ attach to TAIL (25) offset to 19
612                                  tsdy~ EXACT <b> (EXACT) (10)
613                                      ~ EXACT <a> (EXACT) (12)
614                                      ~ ANYOF[Rr] (END) (14)
615                                      ~ attach to TAIL (25) offset to 11
616 >(foo|bar)$<               tail~ EXACT <x> (1)
617                            piec
618                              atom
619 >foo|bar)$<                    reg
620                  28              brnc
621                                    piec
622                                      atom
623 >|bar)$<         31              tail~ OPEN1 (26)
624 >bar)$<                          brnc
625                  32                piec
626                                      atom
627 >)$<             34              tail~ BRANCH (28)
628                  36              tsdy~ BRANCH (END) (31)
629                                     ~ attach to CLOSE1 (34) offset to 3
630                                  tsdy~ EXACT <foo> (EXACT) (29)
631                                     ~ attach to CLOSE1 (34) offset to 5
632                                  tsdy~ EXACT <bar> (EXACT) (32)
633                                     ~ attach to CLOSE1 (34) offset to 2
634 >$<                        tail~ BRANCH (3)
635                                ~ BRANCH (9)
636                                ~ TAIL (25)
637                            piec
638                              atom
639 ><               37        tail~ OPEN1 (26)
640                                ~ BRANCH (28)
641                                ~ BRANCH (31)
642                                ~ CLOSE1 (34)
643                  38      tsdy~ EXACT <x> (EXACT) (1)
644                              ~ BRANCH (END) (3)
645                              ~ BRANCH (END) (9)
646                              ~ TAIL (END) (25)
647                              ~ OPEN1 (END) (26)
648                              ~ BRANCH (END) (28)
649                              ~ BRANCH (END) (31)
650                              ~ CLOSE1 (END) (34)
651                              ~ EOL (END) (36)
652                              ~ attach to END (37) offset to 1
653
654Resulting in the program
655
656   1: EXACT <x>(3)
657   3: BRANCH(9)
658   4:   EXACT <fo>(6)
659   6:   STAR(26)
660   7:     EXACT <o>(0)
661   9: BRANCH(25)
662  10:   EXACT <ba>(14)
663  12:   OPTIMIZED (2 nodes)
664  14:   ANYOF[Rr](26)
665  25: TAIL(26)
666  26: OPEN1(28)
667  28:   TRIE-EXACT(34)
668        [StS:1 Wds:2 Cs:6 Uq:5 #Sts:7 Mn:3 Mx:3 Stcls:bf]
669          <foo>
670          <bar>
671  30:   OPTIMIZED (4 nodes)
672  34: CLOSE1(36)
673  36: EOL(37)
674  37: END(0)
675
676Here we can see a much more complex program, with various optimisations in
677play. At regnode 10 we see an example where a character class with only
678one character in it was turned into an C<EXACT> node. We can also see where
679an entire alternation was turned into a C<TRIE-EXACT> node. As a consequence,
680some of the regnodes have been marked as optimised away. We can see that
681the C<$> symbol has been converted into an C<EOL> regop, a special piece of
682code that looks for C<\n> or the end of the string.
683
684The next pointer for C<BRANCH>es is interesting in that it points at where
685execution should go if the branch fails. When executing, if the engine
686tries to traverse from a branch to a C<regnext> that isn't a branch then
687the engine will know that the entire set of branches has failed.
688
689=head3 Peep-hole Optimisation and Analysis
690
691The regular expression engine can be a weighty tool to wield. On long
692strings and complex patterns it can end up having to do a lot of work
693to find a match, and even more to decide that no match is possible.
694Consider a situation like the following pattern.
695
696   'ababababababababababab' =~ /(a|b)*z/
697
698The C<(a|b)*> part can match at every char in the string, and then fail
699every time because there is no C<z> in the string. So obviously we can
700avoid using the regex engine unless there is a C<z> in the string.
701Likewise in a pattern like:
702
703   /foo(\w+)bar/
704
705In this case we know that the string must contain a C<foo> which must be
706followed by C<bar>. We can use Fast Boyer-Moore matching as implemented
707in C<fbm_instr()> to find the location of these strings. If they don't exist
708then we don't need to resort to the much more expensive regex engine.
709Even better, if they do exist then we can use their positions to
710reduce the search space that the regex engine needs to cover to determine
711if the entire pattern matches.
712
713There are various aspects of the pattern that can be used to facilitate
714optimisations along these lines:
715
716=over 5
717
718=item * anchored fixed strings
719
720=item * floating fixed strings
721
722=item * minimum and maximum length requirements
723
724=item * start class
725
726=item * Beginning/End of line positions
727
728=back
729
730Another form of optimisation that can occur is the post-parse "peep-hole"
731optimisation, where inefficient constructs are replaced by more efficient
732constructs. The C<TAIL> regops which are used during parsing to mark the end
733of branches and the end of groups are examples of this. These regops are used
734as place-holders during construction and "always match" so they can be
735"optimised away" by making the things that point to the C<TAIL> point to the
736thing that C<TAIL> points to, thus "skipping" the node.
737
738Another optimisation that can occur is that of "C<EXACT> merging" which is
739where two consecutive C<EXACT> nodes are merged into a single
740regop. An even more aggressive form of this is that a branch
741sequence of the form C<EXACT BRANCH ... EXACT> can be converted into a
742C<TRIE-EXACT> regop.
743
744All of this occurs in the routine C<study_chunk()> which uses a special
745structure C<scan_data_t> to store the analysis that it has performed, and
746does the "peep-hole" optimisations as it goes.
747
748The code involved in C<study_chunk()> is extremely cryptic. Be careful. :-)
749
750=head2 Execution
751
752Execution of a regex generally involves two phases, the first being
753finding the start point in the string where we should match from,
754and the second being running the regop interpreter.
755
756If we can tell that there is no valid start point then we don't bother running
757the interpreter at all. Likewise, if we know from the analysis phase that we
758cannot detect a short-cut to the start position, we go straight to the
759interpreter.
760
761The two entry points are C<re_intuit_start()> and C<pregexec()>. These routines
762have a somewhat incestuous relationship with overlap between their functions,
763and C<pregexec()> may even call C<re_intuit_start()> on its own. Nevertheless
764other parts of the perl source code may call into either, or both.
765
766Execution of the interpreter itself used to be recursive, but thanks to the
767efforts of Dave Mitchell in the 5.9.x development track, that has changed: now an
768internal stack is maintained on the heap and the routine is fully
769iterative. This can make it tricky as the code is quite conservative
770about what state it stores, with the result that two consecutive lines in the
771code can actually be running in totally different contexts due to the
772simulated recursion.
773
774=for apidoc pregcomp
775=for apidoc pregexec
776
777=head3 Start position and no-match optimisations
778
779C<re_intuit_start()> is responsible for handling start points and no-match
780optimisations as determined by the results of the analysis done by
781C<study_chunk()> (and described in L</Peep-hole Optimisation and Analysis>).
782
783The basic structure of this routine is to try to find the start- and/or
784end-points of where the pattern could match, and to ensure that the string
785is long enough to match the pattern. It tries to use more efficient
786methods over less efficient methods and may involve considerable
787cross-checking of constraints to find the place in the string that matches.
788For instance it may try to determine that a given fixed string must be
789not only present but a certain number of chars before the end of the
790string, or whatever.
791
792It calls several other routines, such as C<fbm_instr()> which does
793Fast Boyer Moore matching and C<find_byclass()> which is responsible for
794finding the start using the first mandatory regop in the program.
795
796When the optimisation criteria have been satisfied, C<reg_try()> is called
797to perform the match.
798
799=head3 Program execution
800
801C<pregexec()> is the main entry point for running a regex. It contains
802support for initialising the regex interpreter's state, running
803C<re_intuit_start()> if needed, and running the interpreter on the string
804from various start positions as needed. When it is necessary to use
805the regex interpreter C<pregexec()> calls C<regtry()>.
806
807C<regtry()> is the entry point into the regex interpreter. It expects
808as arguments a pointer to a C<regmatch_info> structure and a pointer to
809a string.  It returns an integer 1 for success and a 0 for failure.
810It is basically a set-up wrapper around C<regmatch()>.
811
812C<regmatch> is the main "recursive loop" of the interpreter. It is
813basically a giant switch statement that implements a state machine, where
814the possible states are the regops themselves, plus a number of additional
815intermediate and failure states. A few of the states are implemented as
816subroutines but the bulk are inline code.
817
818=head1 MISCELLANEOUS
819
820=head2 Unicode and Localisation Support
821
822When dealing with strings containing characters that cannot be represented
823using an eight-bit character set, perl uses an internal representation
824that is a permissive version of Unicode's UTF-8 encoding[2]. This uses single
825bytes to represent characters from the ASCII character set, and sequences
826of two or more bytes for all other characters. (See L<perlunitut>
827for more information about the relationship between UTF-8 and perl's
828encoding, utf8. The difference isn't important for this discussion.)
829
830No matter how you look at it, Unicode support is going to be a pain in a
831regex engine. Tricks that might be fine when you have 256 possible
832characters often won't scale to handle the size of the UTF-8 character
833set.  Things you can take for granted with ASCII may not be true with
834Unicode. For instance, in ASCII, it is safe to assume that
835C<sizeof(char1) == sizeof(char2)>, but in UTF-8 it isn't. Unicode case folding is
836vastly more complex than the simple rules of ASCII, and even when not
837using Unicode but only localised single byte encodings, things can get
838tricky (for example, B<LATIN SMALL LETTER SHARP S> (U+00DF, E<szlig>)
839should match 'SS' in localised case-insensitive matching).
840
841Making things worse is that UTF-8 support was a later addition to the
842regex engine (as it was to perl) and this necessarily  made things a lot
843more complicated. Obviously it is easier to design a regex engine with
844Unicode support in mind from the beginning than it is to retrofit it to
845one that wasn't.
846
847Nearly all regops that involve looking at the input string have
848two cases, one for UTF-8, and one not. In fact, it's often more complex
849than that, as the pattern may be UTF-8 as well.
850
851Care must be taken when making changes to make sure that you handle
852UTF-8 properly, both at compile time and at execution time, including
853when the string and pattern are mismatched.
854
855=head2 Base Structures
856
857The C<regexp> structure described in L<perlreapi> is common to all
858regex engines. Two of its fields are intended for the private use
859of the regex engine that compiled the pattern. These are the
860C<intflags> and pprivate members. The C<pprivate> is a void pointer to
861an arbitrary structure whose use and management is the responsibility
862of the compiling engine. perl will never modify either of these
863values. In the case of the stock engine the structure pointed to by
864C<pprivate> is called C<regexp_internal>.
865
866Its C<pprivate> and C<intflags> fields contain data
867specific to each engine.
868
869There are two structures used to store a compiled regular expression.
870One, the C<regexp> structure described in L<perlreapi> is populated by
871the engine currently being used and some of its fields read by perl to
872implement things such as the stringification of C<qr//>.
873
874The other structure is pointed to by the C<regexp> struct's
875C<pprivate> and is in addition to C<intflags> in the same struct
876considered to be the property of the regex engine which compiled the
877regular expression;
878
879The regexp structure contains all the data that perl needs to be aware of
880to properly work with the regular expression. It includes data about
881optimisations that perl can use to determine if the regex engine should
882really be used, and various other control info that is needed to properly
883execute patterns in various contexts such as is the pattern anchored in
884some way, or what flags were used during the compile, or whether the
885program contains special constructs that perl needs to be aware of.
886
887In addition it contains two fields that are intended for the private use
888of the regex engine that compiled the pattern. These are the C<intflags>
889and pprivate members. The C<pprivate> is a void pointer to an arbitrary
890structure whose use and management is the responsibility of the compiling
891engine. perl will never modify either of these values.
892
893As mentioned earlier, in the case of the default engines, the C<pprivate>
894will be a pointer to a regexp_internal structure which holds the compiled
895program and any additional data that is private to the regex engine
896implementation.
897
898=head3 Perl's C<pprivate> structure
899
900The following structure is used as the C<pprivate> struct by perl's
901regex engine. Since it is specific to perl it is only of curiosity
902value to other engine implementations.
903
904    typedef struct regexp_internal {
905        regnode *regstclass;
906        struct reg_data *data;
907        struct reg_code_blocks *code_blocks;
908        U32 proglen;
909        U32 name_list_idx;
910        regnode program[1];
911    } regexp_internal;
912
913Description of the attributes is as follows:
914
915=over 5
916
917=item C<regstclass>
918
919Special regop that is used by C<re_intuit_start()> to check if a pattern
920can match at a certain position. For instance if the regex engine knows
921that the pattern must start with a 'Z' then it can scan the string until
922it finds one and then launch the regex engine from there. The routine
923that handles this is called C<find_by_class()>. Sometimes this field
924points at a regop embedded in the program, and sometimes it points at
925an independent synthetic regop that has been constructed by the optimiser.
926
927=item C<data>
928
929This field points at a C<reg_data> structure, which is defined as follows
930
931    struct reg_data {
932        U32 count;
933        U8 *what;
934        void* data[1];
935    };
936
937This structure is used for handling data structures that the regex engine
938needs to handle specially during a clone or free operation on the compiled
939product. Each element in the data array has a corresponding element in the
940what array. During compilation regops that need special structures stored
941will add an element to each array using the add_data() routine and then store
942the index in the regop.
943
944In modern perls the 0th element of this structure is reserved and is NEVER
945used to store anything of use. This is to allow things that need to index
946into this array to represent "no value".
947
948=item C<code_blocks>
949
950This optional structure is used to manage C<(?{})> constructs in the
951pattern.  It is made up of the following structures.
952
953    /* record the position of a (?{...}) within a pattern */
954    struct reg_code_block {
955        STRLEN start;
956        STRLEN end;
957        OP     *block;
958        REGEXP *src_regex;
959    };
960
961    /* array of reg_code_block's plus header info */
962    struct reg_code_blocks {
963        int refcnt; /* we may be pointed to from a regex
964                       and from the savestack */
965        int  count; /* how many code blocks */
966        struct reg_code_block *cb; /* array of reg_code_block's */
967    };
968
969=item C<proglen>
970
971Stores the length of the compiled program in units of regops.
972
973=item C<name_list_idx>
974
975This is the index into the data array where an AV is stored that contains
976the names of any named capture buffers in the pattern, should there be
977any. This is only used in the debugging version of the regex engine and
978when RXp_PAREN_NAMES(prog) is true. It will be 0 if there is no such data.
979
980=item C<program>
981
982Compiled program. Inlined into the structure so the entire struct can be
983treated as a single blob.
984
985=back
986
987=head1 SEE ALSO
988
989L<perlreapi>
990
991L<perlre>
992
993L<perlunitut>
994
995=head1 AUTHOR
996
997by Yves Orton, 2006.
998
999With excerpts from Perl, and contributions and suggestions from
1000Ronald J. Kimball, Dave Mitchell, Dominic Dunlop, Mark Jason Dominus,
1001Stephen McCamant, and David Landgren.
1002
1003Now maintained by Perl 5 Porters.
1004
1005=head1 LICENCE
1006
1007Same terms as Perl.
1008
1009=head1 REFERENCES
1010
1011[1] L<https://perl.plover.com/Rx/paper/>
1012
1013[2] L<https://www.unicode.org/>
1014
1015=cut
1016