Merge pull request #257 from boynedmaster/patch-1
[jackhill/mal.git] / process / guide.md
1 # The Make-A-Lisp Process
2
3 So you want to write a Lisp interpreter? Welcome!
4
5 The goal of the Make-A-Lisp project is to make it easy to write your
6 own Lisp interpreter without sacrificing those many "Aha!" moments
7 that come from ascending the McCarthy mountain. When you reach the peak
8 of this particular mountain, you will have an interpreter for the mal
9 Lisp language that is powerful enough to be self-hosting, meaning it
10 will be able to run a mal interpreter written in mal itself.
11
12 So jump right in (er ... start the climb)!
13
14 - [Pick a language](#pick-a-language)
15 - [Getting started](#getting-started)
16 - [General hints](#general-hints)
17 - [The Make-A-Lisp Process](#the-make-a-lisp-process-1)
18 - [Step 0: The REPL](#step-0-the-repl)
19 - [Step 1: Read and Print](#step-1-read-and-print)
20 - [Step 2: Eval](#step-2-eval)
21 - [Step 3: Environments](#step-3-environments)
22 - [Step 4: If Fn Do](#step-4-if-fn-do)
23 - [Step 5: Tail call optimization](#step-5-tail-call-optimization)
24 - [Step 6: Files, Mutation, and Evil](#step-6-files-mutation-and-evil)
25 - [Step 7: Quoting](#step-7-quoting)
26 - [Step 8: Macros](#step-8-macros)
27 - [Step 9: Try](#step-9-try)
28 - [Step A: Metadata, Self-hosting and Interop](#step-a-metadata-self-hosting-and-interop)
29
30
31 ## Pick a language
32
33 You might already have a language in mind that you want to use.
34 Technically speaking, mal can be implemented in any sufficiently
35 complete programming language (i.e. Turing complete), however, there are a few
36 language features that can make the task MUCH easier. Here are some of
37 them in rough order of importance:
38
39 * A sequential compound data structure (e.g. arrays, lists,
40 vectors, etc)
41 * An associative compound data structure (e.g. a dictionary,
42 hash-map, associative array, etc)
43 * Function references (first class functions, function pointers,
44 etc)
45 * Real exception handling (try/catch, raise, throw, etc)
46 * Variable argument functions (variadic, var args, splats, apply, etc)
47 * Function closures
48 * PCRE regular expressions
49
50 In addition, the following will make your task especially easy:
51
52 * Dynamic typing / boxed types (specifically, the ability to store
53 different data types in the sequential and associative structures
54 and the language keeps track of the type for you)
55 * Compound data types support arbitrary runtime "hidden" data
56 (metadata, metatables, dynamic fields attributes)
57
58 Here are some examples of languages that have all of the above
59 features: JavaScript, Ruby, Python, Lua, R, Clojure.
60
61 Michael Fogus has some great blog posts on interesting but less well
62 known languages and many of the languages on his lists do not yet have
63 any mal implementations:
64 * http://blog.fogus.me/2011/08/14/perlis-languages/
65 * http://blog.fogus.me/2011/10/18/programming-language-development-the-past-5-years/
66
67 Many of the most popular languages already have Mal implementations.
68 However, this should not discourage you from creating your own
69 implementation in a language that already has one. However, if you go
70 this route, I suggest you avoid referring to the existing
71 implementations (i.e. "cheating") to maximize your learning experience
72 instead of just borrowing mine. On the other hand, if your goal is to
73 add new implementations to mal as efficiently as possible, then you
74 SHOULD find the most similar target language implementation and refer
75 to it frequently.
76
77 If you want a fairly long list of programming languages with an
78 approximate measure of popularity, try the [Programming Language
79 Popularity Chart](http://langpop.corger.nl/)
80
81
82 ## Getting started
83
84 * Install your chosen language interpreter/compiler, language package
85 manager and build tools (if applicable)
86
87 * Fork the mal repository on github and then clone your forked
88 repository:
89 ```
90 git clone git@github.com:YOUR_NAME/mal.git
91 cd mal
92 ```
93
94 * Make a new directory for your implementation. For example, if your
95 language is called "quux":
96 ```
97 mkdir quux
98 ```
99
100 * Modify the top level Makefile to allow the tests to be run against
101 your implementation. For example, if your language is named "quux"
102 and uses "qx" as the file extension, then make the following
103 3 modifications to Makefile:
104 ```
105 IMPLS = ... quux ...
106 ...
107 quux_STEP_TO_PROG = mylang/$($(1)).qx
108 ```
109
110 * Add a "run" script to you implementation directory that listens to
111 the "STEP" environment variable for the implementation step to run
112 and defaults to "stepA_mal". Make sure the run script has the
113 executable file permission set (or else the test runner might fail with a
114 permission denied error message). The following are examples of "run"
115 scripts for a compiled language and an interpreted language (where
116 the interpreter is named "quux"):
117
118 ```
119 #!/bin/bash
120 exec $(dirname $0)/${STEP:-stepA_mal} "${@}"
121 ```
122
123 ```
124 #!/bin/bash
125 exec quux $(dirname $0)/${STEP:-stepA_mal}.qx "${@}"
126 ```
127
128 This allows you to run tests against your implementation like this:
129 ```
130 make "test^quux^stepX"
131 ```
132
133 If your implementation language is a compiled language, then you
134 should also add a Makefile at the top level of your implementation
135 directory. This Makefile will define how to build the files pointed to
136 by the quux_STEP_TO_PROG macro. The top-level Makefile will attempt to
137 build those targets before running tests. If it is a scripting
138 language/uncompiled, then no Makefile is necessary because
139 quux_STEP_TO_PROG will point to a source file that already exists and
140 does not need to be compiled/built.
141
142
143 ## General hints
144
145 Stackoverflow and Google are your best friends. Modern polyglot
146 developers do not memorize dozens of programming languages. Instead,
147 they learn the peculiar terminology used with each language and then
148 use this to search for their answers.
149
150 Here are some other resources where multiple languages are
151 compared/described:
152 * http://learnxinyminutes.com/
153 * http://hyperpolyglot.org/
154 * http://rosettacode.org/
155 * http://rigaux.org/language-study/syntax-across-languages/
156
157 Do not let yourself be bogged down by specific problems. While the
158 make-a-lisp process is structured as a series of steps, the reality is
159 that building a lisp interpreter is more like a branching tree. If you
160 get stuck on tail call optimization, or hash-maps, move on to other
161 things. You will often have a stroke of inspiration for a problem as
162 you work through other functionality. I have tried to structure this
163 guide and the tests to make clear which things can be deferred until
164 later.
165
166 An aside on deferrable/optional bits: when you run the tests for
167 a given step, the last tests are often marked with an "optional"
168 header. This indicates that these are tests for functionality that is
169 not critical to finish a basic mal implementation. Many of the steps
170 in this process guide have a "Deferrable" section, however, it is not
171 quite the same meaning. Those sections include the functionality that
172 is marked as optional in the tests, but they also include
173 functionality that becomes mandatory at a later step. In other words,
174 this is a "make your own Lisp adventure".
175
176 Use test driven development. Each step of the make-a-lisp process has
177 a bunch of tests associated with it and there is an easy script to run
178 all the tests for a specific step in the process. Pick a failing test,
179 fix it, repeat until all the tests for that step pass.
180
181 ## Reference Code
182
183 The `process` directory contains abbreviated pseudocode and
184 architecture diagrams for each step of the make-a-lisp process. Use
185 a textual diff/comparison tool to compare the previous pseudocode step
186 with the one you are working on. The architecture diagram images have
187 changes from the previous step highlighted in red. There is also
188 a concise
189 [cheatsheet](http://kanaka.github.io/mal/process/cheatsheet.html) that
190 summarizes the key changes at each step.
191
192 If you get completely stuck and are feeling like giving up, then you
193 should "cheat" by referring to the same step or functionality in
194 a existing implementation language. You are here to learn, not to take
195 a test, so do not feel bad about it. Okay, you should feel a little
196 bit bad about it.
197
198
199 ## The Make-A-Lisp Process
200
201 In the steps that follow the name of the target language is "quux" and
202 the file extension for that language is "qx".
203
204
205 <a name="step0"></a>
206
207 ### Step 0: The REPL
208
209 ![step0_repl architecture](step0_repl.png)
210
211 This step is basically just creating a skeleton of your interpreter.
212
213 * Create a `step0_repl.qx` file in `quux/`.
214
215 * Add the 4 trivial functions `READ`, `EVAL`, `PRINT`, and `rep`
216 (read-eval-print). `READ`, `EVAL`, and `PRINT` are basically just
217 stubs that return their first parameter (a string if your target
218 language is a statically typed) and `rep` calls them in order
219 passing the return to the input of the next.
220
221 * Add a main loop that repeatedly prints a prompt (needs to be
222 "user> " for later tests to pass), gets a line of input from the
223 user, calls `rep` with that line of input, and then prints out the
224 result from `rep`. It should also exit when you send it an EOF
225 (often Ctrl-D).
226
227 * If you are using a compiled (ahead-of-time rather than just-in-time)
228 language, then create a Makefile (or appropriate project definition
229 file) in your directory.
230
231 It is time to run your first tests. This will check that your program
232 does input and output in a way that can be captured by the test
233 harness. Go to the top level and run the following:
234 ```
235 make "test^quux^step0"
236 ```
237
238 Add and then commit your new `step0_repl.qx` and `Makefile` to git.
239
240 Congratulations! You have just completed the first step of the
241 make-a-lisp process.
242
243
244 #### Optional:
245
246 * Add full line editing and command history support to your
247 interpreter REPL. Many languages have a library/module that provide
248 line editing support. Another option if your language supports it is
249 to use an FFI (foreign function interface) to load and call directly
250 into GNU readline, editline, or linenoise library. Add line
251 editing interface code to `readline.qx`
252
253
254 <a name="step1"></a>
255
256 ### Step 1: Read and Print
257
258 ![step1_read_print architecture](step1_read_print.png)
259
260 In this step, your interpreter will "read" the string from the user
261 and parse it into an internal tree data structure (an abstract syntax
262 tree) and then take that data structure and "print" it back to
263 a string.
264
265 In non-lisp languages, this step (called "lexing and parsing") can be
266 one of the most complicated parts of the compiler/interpreter. In
267 Lisp, the data structure that you want in memory is basically
268 represented directly in the code that the programmer writes
269 (homoiconicity).
270
271 For example, if the string is "(+ 2 (* 3 4))" then the read function
272 will process this into a tree structure that looks like this:
273 ```
274 List
275 / | \
276 / | \
277 / | \
278 Sym:+ Int:2 List
279 / | \
280 / | \
281 / | \
282 Sym:* Int:3 Int:4
283 ```
284
285 Each left paren and its matching right paren (lisp "sexpr") becomes
286 a node in the tree and everything else becomes a leaf in the tree.
287
288 If you can find code for an implementation of a JSON encoder/decoder
289 in your target language then you can probably just borrow and modify
290 that and be 75% of the way done with this step.
291
292 The rest of this section is going to assume that you are not starting
293 from an existing JSON encoder/decoder, but that you do have access to
294 a Perl compatible regular expressions (PCRE) module/library. You can
295 certainly implement the reader using simple string operations, but it
296 is more involved. The `make`, `ps` (postscript) and Haskell
297 implementations have examples of a reader/parser without using regular
298 expression support.
299
300 * Copy `step0_repl.qx` to `step1_read_print.qx`.
301
302 * Add a `reader.qx` file to hold functions related to the reader.
303
304 * If the target language has objects types (OOP), then the next step
305 is to create a simple stateful Reader object in `reader.qx`. This
306 object will store the tokens and a position. The Reader object will
307 have two methods: `next` and `peek`. `next` returns the token at
308 the current position and increments the position. `peek` just
309 returns the token at the current position.
310
311 * Add a function `read_str` in `reader.qx`. This function
312 will call `tokenizer` and then create a new Reader object instance
313 with the tokens. Then it will call `read_form` with the Reader
314 instance.
315
316 * Add a function `tokenizer` in `reader.qx`. This function will take
317 a single string and return an array/list
318 of all the tokens (strings) in it. The following regular expression
319 (PCRE) will match all mal tokens.
320 ```
321 [\s,]*(~@|[\[\]{}()'`~^@]|"(?:\\.|[^\\"])*"|;.*|[^\s\[\]{}('"`,;)]*)
322 ```
323 * For each match captured within the parenthesis starting at char 6 of the
324 regular expression a new token will be created.
325
326 * `[\s,]*`: Matches any number of whitespaces or commas. This is not captured
327 so it will be ignored and not tokenized.
328
329 * `~@`: Captures the special two-characters `~@` (tokenized).
330
331 * ```[\[\]{}()'`~^@]```: Captures any special single character, one of
332 ```[]{}()'`~^@``` (tokenized).
333
334 * `"(?:\\.|[^\\"])*"`: Starts capturing at a double-quote and stops at the
335 next double-quote unless it was proceeded by a backslash in which case it
336 includes it until the next double-quote (tokenized).
337
338 * `;.*`: Captures any sequence of characters starting with `;` (tokenized).
339
340 * ```[^\s\[\]{}('"`,;)]*```: Captures a sequence of zero or more non special
341 characters (e.g. symbols, numbers, "true", "false", and "nil") and is sort
342 of the inverse of the one above that captures special characters (tokenized).
343
344 * Add the function `read_form` to `reader.qx`. This function
345 will peek at the first token in the Reader object and switch on the
346 first character of that token. If the character is a left paren then
347 `read_list` is called with the Reader object. Otherwise, `read_atom`
348 is called with the Reader Object. The return value from `read_form`
349 is a mal data type. If your target language is statically typed then
350 you will need some way for `read_form` to return a variant or
351 subclass type. For example, if your language is object oriented,
352 then you can define a top level MalType (in `types.qx`) that all
353 your mal data types inherit from. The MalList type (which also
354 inherits from MalType) will contains a list/array of other MalTypes.
355 If your language is dynamically typed then you can likely just
356 return a plain list/array of other mal types.
357
358 * Add the function `read_list` to `reader.qx`. This function will
359 repeatedly call `read_form` with the Reader object until it
360 encounters a ')' token (if it reach EOF before reading a ')' then
361 that is an error). It accumulates the results into a List type. If
362 your language does not have a sequential data type that can hold mal
363 type values you may need to implement one (in `types.qx`). Note
364 that `read_list` repeatedly calls `read_form` rather than
365 `read_atom`. This mutually recursive definition between `read_list`
366 and `read_form` is what allows lists to contain lists.
367
368 * Add the function `read_atom` to `reader.qx`. This function will
369 look at the contents of the token and return the appropriate scalar
370 (simple/single) data type value. Initially, you can just implement
371 numbers (integers) and symbols. This will allow you to proceed
372 through the next couple of steps before you will need to implement
373 the other fundamental mal types: nil, true, false, and string. The
374 remaining mal types: keyword, vector, hash-map, and atom do not
375 need to be implemented until step 9 (but can be implemented at any
376 point between this step and that). BTW, symbols types are just an
377 object that contains a single string name value (some languages have
378 symbol types already).
379
380 * Add a file `printer.qx`. This file will contain a single function
381 `pr_str` which does the opposite of `read_str`: take a mal data
382 structure and return a string representation of it. But `pr_str` is
383 much simpler and is basically just a switch statement on the type of
384 the input object:
385
386 * symbol: return the string name of the symbol
387 * number: return the number as a string
388 * list: iterate through each element of the list calling `pr_str` on
389 it, then join the results with a space separator, and surround the
390 final result with parens
391
392 * Change the `READ` function in `step1_read_print.qx` to call
393 `reader.read_str` and the `PRINT` function to call `printer.pr_str`.
394 `EVAL` continues to simply return its input but the type is now
395 a mal data type.
396
397 You now have enough hooked up to begin testing your code. You can
398 manually try some simple inputs:
399 * `123` -> `123`
400 * ` 123 ` -> `123`
401 * `abc` -> `abc`
402 * ` abc ` -> `abc`
403 * `(123 456)` -> `(123 456)`
404 * `( 123 456 789 ) ` -> `(123 456 789)`
405 * `( + 2 (* 3 4) ) ` -> `(+ 2 (* 3 4))`
406
407 To verify that your code is doing more than just eliminating extra
408 spaces (and not failing), you can instrument your `reader.qx` functions.
409
410 Once you have gotten past those simple manual tests, it is time to run
411 the full suite of step 1 tests. Go to the top level and run the
412 following:
413 ```
414 make "test^quux^step1"
415 ```
416
417 Fix any test failures related to symbols, numbers and lists.
418
419 Depending on the functionality of your target language, it is likely
420 that you have now just completed one of the most difficult steps. It
421 is down hill from here. The remaining steps will probably be easier
422 and each step will give progressively more bang for the buck.
423
424 #### Deferrable:
425
426
427 * Add support for the other basic data type to your reader and printer
428 functions: string, nil, true, and false. These become mandatory at
429 step 4. When a string is read, the following transformations are
430 applied: a backslash followed by a doublequote is translated into
431 a plain doublequote character, a backslash followed by "n" is
432 translated into a newline, and a backslash followed by another
433 backslash is translated into a single backslash. To properly print
434 a string (for step 4 string functions), the `pr_str` function needs
435 another parameter called `print_readably`. When `print_readably` is
436 true, doublequotes, newlines, and backslashes are translated into
437 their printed representations (the reverse of the reader). The
438 `PRINT` function in the main program should call `pr_str` with
439 print_readably set to true.
440
441 * Add error checking to your reader functions to make sure parens
442 are properly matched. Catch and print these errors in your main
443 loop. If your language does not have try/catch style bubble up
444 exception handling, then you will need to add explicit error
445 handling to your code to catch and pass on errors without crashing.
446
447 * Add support for reader macros which are forms that are
448 transformed into other forms during the read phase. Refer to
449 `tests/step1_read_print.mal` for the form that these macros should
450 take (they are just simple transformations of the token stream).
451
452 * Add support for the other mal types: keyword, vector, hash-map.
453 * keyword: a keyword is a token that begins with a colon. A keyword
454 can just be stored as a string with special unicode prefix like
455 0x29E (or char 0xff/127 if the target language does not have good
456 unicode support) and the printer translates strings with that
457 prefix back to the keyword representation. This makes it easy to
458 use keywords as hash map keys in most languages. You can also
459 store keywords as a unique data type, but you will need to make
460 sure they can be used as hash map keys (which may involve doing
461 a similar prefixed translation anyways).
462 * vector: a vector can be implemented with same underlying
463 type as a list as long as there is some mechanism to keep track of
464 the difference. You can use the same reader function for both
465 lists and vectors by adding parameters for the starting and ending
466 tokens.
467 * hash-map: a hash-map is an associative data structure that maps
468 strings to other mal values. If you implement keywords as prefixed
469 strings, then you only need a native associative data structure
470 which supports string keys. Clojure allows any value to be a hash
471 map key, but the base functionality in mal is to support strings
472 and keyword keys. Because of the representation of hash-maps as
473 an alternating sequence of keys and values, you can probably use
474 the same reader function for hash-maps as lists and vectors with
475 parameters to indicate the starting and ending tokens. The odd
476 tokens are then used for keys with the corresponding even tokens
477 as the values.
478
479 * Add comment support to your reader. The tokenizer should ignore
480 tokens that start with ";". Your `read_str` function will need to
481 properly handle when the tokenizer returns no values. The simplest
482 way to do this is to return `nil` mal value. A cleaner option (that
483 does not print `nil` at the prompt is to throw a special exception
484 that causes the main loop to simply continue at the beginning of the
485 loop without calling `rep`.
486
487
488 <a name="step2"></a>
489
490 ### Step 2: Eval
491
492 ![step2_eval architecture](step2_eval.png)
493
494 In step 1 your mal interpreter was basically just a way to validate
495 input and eliminate extraneous white space. In this step you will turn
496 your interpreter into a simple number calculator by adding
497 functionality to the evaluator (`EVAL`).
498
499 Compare the pseudocode for step 1 and step 2 to get a basic idea of
500 the changes that will be made during this step:
501 ```
502 diff -urp ../process/step1_read_print.txt ../process/step2_eval.txt
503 ```
504
505 * Copy `step1_read_print.qx` to `step2_eval.qx`.
506
507 * Define a simple initial REPL environment. This environment is an
508 associative structure that maps symbols (or symbol names) to
509 numeric functions. For example, in python this would look something
510 like this:
511 ```
512 repl_env = {'+': lambda a,b: a+b,
513 '-': lambda a,b: a-b,
514 '*': lambda a,b: a*b,
515 '/': lambda a,b: int(a/b)}
516 ```
517
518 * Modify the `rep` function to pass the REPL environment as the second
519 parameter for the `EVAL` call.
520
521 * Create a new function `eval_ast` which takes `ast` (mal data type)
522 and an associative structure (the environment from above).
523 `eval_ast` switches on the type of `ast` as follows:
524
525 * symbol: lookup the symbol in the environment structure and return
526 the value or raise an error no value is found
527 * list: return a new list that is the result of calling `EVAL` on
528 each of the members of the list
529 * otherwise just return the original `ast` value
530
531 * Modify `EVAL` to check if the first parameter `ast` is a list.
532 * `ast` is not a list: then return the result of calling `eval_ast`
533 on it.
534 * `ast` is a empty list: return ast unchanged.
535 * `ast` is a list: call `eval_ast` to get a new evaluated list. Take
536 the first item of the evaluated list and call it as function using
537 the rest of the evaluated list as its arguments.
538
539 If your target language does not have full variable length argument
540 support (e.g. variadic, vararg, splats, apply) then you will need to
541 pass the full list of arguments as a single parameter and split apart
542 the individual values inside of every mal function. This is annoying,
543 but workable.
544
545 The process of taking a list and invoking or executing it to return
546 something new is known in Lisp as the "apply" phase.
547
548 Try some simple expressions:
549
550 * `(+ 2 3)` -> `5`
551 * `(+ 2 (* 3 4))` -> `14`
552
553 The most likely challenge you will encounter is how to properly call
554 a function references using an arguments list.
555
556 Now go to the top level, run the step 2 tests and fix the errors.
557 ```
558 make "test^quux^step2"
559 ```
560
561 You now have a simple prefix notation calculator!
562
563 #### Deferrable:
564
565 * `eval_ast` should evaluate elements of vectors and hash-maps. Add the
566 following cases in `eval_ast`:
567 * If `ast` is a vector: return a new vector that is the result of calling
568 `EVAL` on each of the members of the vector.
569 * If `ast` is a hash-map: return a new hash-map which consists of key-value
570 pairs where the key is a key from the hash-map and the value is the result
571 of calling `EVAL` on the corresponding value.
572
573
574 <a name="step3"></a>
575
576 ### Step 3: Environments
577
578 ![step3_env architecture](step3_env.png)
579
580 In step 2 you were already introduced to REPL environment (`repl_env`)
581 where the basic numeric functions were stored and looked up. In this
582 step you will add the ability to create new environments (`let*`) and
583 modify existing environments (`def!`).
584
585 A Lisp environment is an associative data structure that maps symbols (the
586 keys) to values. But Lisp environments have an additional important
587 function: they can refer to another environment (the outer
588 environment). During environment lookups, if the current environment
589 does not have the symbol, the lookup continues in the outer
590 environment, and continues this way until the symbol is either found,
591 or the outer environment is `nil` (the outermost environment in the
592 chain).
593
594 Compare the pseudocode for step 2 and step 3 to get a basic idea of
595 the changes that will be made during this step:
596 ```
597 diff -urp ../process/step2_eval.txt ../process/step3_env.txt
598 ```
599
600 * Copy `step2_eval.qx` to `step3_env.qx`.
601
602 * Create `env.qx` to hold the environment definition.
603
604 * Define an `Env` object that is instantiated with a single `outer`
605 parameter and starts with an empty associative data structure
606 property `data`.
607
608 * Define three methods for the Env object:
609 * set: takes a symbol key and a mal value and adds to the `data`
610 structure
611 * find: takes a symbol key and if the current environment contains
612 that key then return the environment. If no key is found and outer
613 is not `nil` then call find (recurse) on the outer environment.
614 * get: takes a symbol key and uses the `find` method to locate the
615 environment with the key, then returns the matching value. If no
616 key is found up the outer chain, then throws/raises a "not found"
617 error.
618
619 * Update `step3_env.qx` to use the new `Env` type to create the
620 repl_env (with a `nil` outer value) and use the `set` method to add
621 the numeric functions.
622
623 * Modify `eval_ast` to call the `get` method on the `env` parameter.
624
625 * Modify the apply section of `EVAL` to switch on the first element of
626 the list:
627 * symbol "def!": call the set method of the current environment
628 (second parameter of `EVAL` called `env`) using the unevaluated
629 first parameter (second list element) as the symbol key and the
630 evaluated second parameter as the value.
631 * symbol "let\*": create a new environment using the current
632 environment as the outer value and then use the first parameter as
633 a list of new bindings in the "let\*" environment. Take the second
634 element of the binding list, call `EVAL` using the new "let\*"
635 environment as the evaluation environment, then call `set` on the
636 "let\*" environment using the first binding list element as the key
637 and the evaluated second element as the value. This is repeated
638 for each odd/even pair in the binding list. Note in particular,
639 the bindings earlier in the list can be referred to by later
640 bindings. Finally, the second parameter (third element) of the
641 original `let*` form is evaluated using the new "let\*" environment
642 and the result is returned as the result of the `let*` (the new
643 let environment is discarded upon completion).
644 * otherwise: call `eval_ast` on the list and apply the first element
645 to the rest as before.
646
647 `def!` and `let*` are Lisp "specials" (or "special atoms") which means
648 that they are language level features and more specifically that the
649 rest of the list elements (arguments) may be evaluated differently (or
650 not at all) unlike the default apply case where all elements of the
651 list are evaluated before the first element is invoked. Lists which
652 contain a "special" as the first element are known as "special forms".
653 They are special because they follow special evaluation rules.
654
655 Try some simple environment tests:
656
657 * `(def! a 6)` -> `6`
658 * `a` -> `6`
659 * `(def! b (+ a 2))` -> `8`
660 * `(+ a b)` -> `14`
661 * `(let* (c 2) c)` -> `2`
662
663 Now go to the top level, run the step 3 tests and fix the errors.
664 ```
665 make "test^quux^step3"
666 ```
667
668 You mal implementation is still basically just a numeric calculator
669 with save/restore capability. But you have set the foundation for step
670 4 where it will begin to feel like a real programming language.
671
672
673 An aside on mutation and typing:
674
675 The "!" suffix on symbols is used to indicate that this symbol refers
676 to a function that mutates something else. In this case, the `def!`
677 symbol indicates a special form that will mutate the current
678 environment. Many (maybe even most) of runtime problems that are
679 encountered in software engineering are a result of mutation. By
680 clearly marking code where mutation may occur, you can more easily
681 track down the likely cause of runtime problems when they do occur.
682
683 Another cause of runtime errors is type errors, where a value of one
684 type is unexpectedly treated by the program as a different and
685 incompatible type. Statically typed languages try to make the
686 programmer solve all type problems before the program is allowed to
687 run. Most Lisp variants tend to be dynamically typed (types of values
688 are checked when they are actually used at runtime).
689
690 As an aside-aside: The great debate between static and dynamic typing
691 can be understood by following the money. Advocates of strict static
692 typing use words like "correctness" and "safety" and thus get
693 government and academic funding. Advocates of dynamic typing use words
694 like "agile" and "time-to-market" and thus get venture capital and
695 commercial funding.
696
697
698 <a name="step4"></a>
699
700 ### Step 4: If Fn Do
701
702 ![step4_if_fn_do architecture](step4_if_fn_do.png)
703
704 In step 3 you added environments and the special forms for
705 manipulating environments. In this step you will add 3 new special
706 forms (`if`, `fn*` and `do`) and add several more core functions to
707 the default REPL environment. Our new architecture will look like
708 this:
709
710 The `fn*` special form is how new user-defined functions are created.
711 In some Lisps, this special form is named "lambda".
712
713 Compare the pseudocode for step 3 and step 4 to get a basic idea of
714 the changes that will be made during this step:
715 ```
716 diff -urp ../process/step3_env.txt ../process/step4_if_fn_do.txt
717 ```
718
719 * Copy `step3_env.qx` to `step4_if_fn_do.qx`.
720
721 * If you have not implemented reader and printer support (and data
722 types) for `nil`, `true` and `false`, you will need to do so for
723 this step.
724
725 * Update the constructor/initializer for environments to take two new
726 arguments: `binds` and `exprs`. Bind (`set`) each element (symbol)
727 of the binds list to the respective element of the `exprs` list.
728
729 * Add support to `printer.qx` to print functions values. A string
730 literal like "#<function>" is sufficient.
731
732 * Add the following special forms to `EVAL`:
733
734 * `do`: Evaluate all the elements of the list using `eval_ast`
735 and return the final evaluated element.
736 * `if`: Evaluate the first parameter (second element). If the result
737 (condition) is anything other than `nil` or `false`, then evaluate
738 the second parameter (third element of the list) and return the
739 result. Otherwise, evaluate the third parameter (fourth element)
740 and return the result. If condition is false and there is no third
741 parameter, then just return `nil`.
742 * `fn*`: Return a new function closure. The body of that closure
743 does the following:
744 * Create a new environment using `env` (closed over from outer
745 scope) as the `outer` parameter, the first parameter (second
746 list element of `ast` from the outer scope) as the `binds`
747 parameter, and the parameters to the closure as the `exprs`
748 parameter.
749 * Call `EVAL` on the second parameter (third list element of `ast`
750 from outer scope), using the new environment. Use the result as
751 the return value of the closure.
752
753 If your target language does not support closures, then you will need
754 to implement `fn*` using some sort of structure or object that stores
755 the values being closed over: the first and second elements of the
756 `ast` list (function parameter list and function body) and the current
757 environment `env`. In this case, your native functions will need to be
758 wrapped in the same way. You will probably also need a method/function
759 that invokes your function object/structure for the default case of
760 the apply section of `EVAL`.
761
762 Try out the basic functionality you have implemented:
763
764 * `(fn* [a] a)` -> `#<function>`
765 * `( (fn* [a] a) 7)` -> `7`
766 * `( (fn* [a] (+ a 1)) 10)` -> `11`
767 * `( (fn* [a b] (+ a b)) 2 3)` -> `5`
768
769 * Add a new file `core.qx` and define an associative data structure
770 `ns` (namespace) that maps symbols to functions. Move the numeric
771 function definitions into this structure.
772
773 * Modify `step4_if_fn_do.qx` to iterate through the `core.ns`
774 structure and add (`set`) each symbol/function mapping to the
775 REPL environment (`repl_env`).
776
777 * Add the following functions to `core.ns`:
778 * `prn`: call `pr_str` on the first parameter with `print_readably`
779 set to true, prints the result to the screen and then return
780 `nil`. Note that the full version of `prn` is a deferrable below.
781 * `list`: take the parameters and return them as a list.
782 * `list?`: return true if the first parameter is a list, false
783 otherwise.
784 * `empty?`: treat the first parameter as a list and return true if
785 the list is empty and false if it contains any elements.
786 * `count`: treat the first parameter as a list and return the number
787 of elements that it contains.
788 * `=`: compare the first two parameters and return true if they are
789 the same type and contain the same value. In the case of equal
790 length lists, each element of the list should be compared for
791 equality and if they are the same return true, otherwise false.
792 * `<`, `<=`, `>`, and `>=`: treat the first two parameters as
793 numbers and do the corresponding numeric comparison, returning
794 either true or false.
795
796 Now go to the top level, run the step 4 tests. There are a lot of
797 tests in step 4 but all of the non-optional tests that do not involve
798 strings should be able to pass now.
799
800 ```
801 make "test^quux^step4"
802 ```
803
804 Your mal implementation is already beginning to look like a real
805 language. You have flow control, conditionals, user-defined functions
806 with lexical scope, side-effects (if you implement the string
807 functions), etc. However, our little interpreter has not quite reached
808 Lisp-ness yet. The next several steps will take your implementation
809 from a neat toy to a full featured language.
810
811 #### Deferrable:
812
813 * Implement Clojure-style variadic function parameters. Modify the
814 constructor/initializer for environments, so that if a "&" symbol is
815 encountered in the `binds` list, the next symbol in the `binds` list
816 after the "&" is bound to the rest of the `exprs` list that has not
817 been bound yet.
818
819 * Define a `not` function using mal itself. In `step4_if_fn_do.qx`
820 call the `rep` function with this string:
821 "(def! not (fn* (a) (if a false true)))".
822
823 * Implement the strings functions in `core.qx`. To implement these
824 functions, you will need to implement the string support in the
825 reader and printer (deferrable section of step 1). Each of the string
826 functions takes multiple mal values, prints them (`pr_str`) and
827 joins them together into a new string.
828 * `pr-str`: calls `pr_str` on each argument with `print_readably`
829 set to true, joins the results with " " and returns the new
830 string.
831 * `str`: calls `pr_str` on each argument with `print_readably` set
832 to false, concatenates the results together ("" separator), and
833 returns the new string.
834 * `prn`: calls `pr_str` on each argument with `print_readably` set
835 to true, joins the results with " ", prints the string to the
836 screen and then returns `nil`.
837 * `println`: calls `pr_str` on each argument with `print_readably` set
838 to false, joins the results with " ", prints the string to the
839 screen and then returns `nil`.
840
841
842 <a name="step5"></a>
843
844 ### Step 5: Tail call optimization
845
846 ![step5_tco architecture](step5_tco.png)
847
848 In step 4 you added special forms `do`, `if` and `fn*` and you defined
849 some core functions. In this step you will add a Lisp feature called
850 tail call optimization (TCO). Also called "tail recursion" or
851 sometimes just "tail calls".
852
853 Several of the special forms that you have defined in `EVAL` end up
854 calling back into `EVAL`. For those forms that call `EVAL` as the last
855 thing that they do before returning (tail call) you will just loop back
856 to the beginning of eval rather than calling it again. The advantage
857 of this approach is that it avoids adding more frames to the call
858 stack. This is especially important in Lisp languages because they tend
859 to prefer using recursion instead of iteration for control structures.
860 (Though some Lisps, such as Common Lisp, have iteration.) However, with
861 tail call optimization, recursion can be made as stack efficient as
862 iteration.
863
864 Compare the pseudocode for step 4 and step 5 to get a basic idea of
865 the changes that will be made during this step:
866 ```
867 diff -urp ../process/step4_if_fn_do.txt ../process/step5_tco.txt
868 ```
869
870 * Copy `step4_if_fn_do.qx` to `step5_tco.qx`.
871
872 * Add a loop (e.g. while true) around all code in `EVAL`.
873
874 * Modify each of the following form cases to add tail call recursion
875 support:
876 * `let*`: remove the final `EVAL` call on the second `ast` argument
877 (third list element). Set `env` (i.e. the local variable passed in
878 as second parameter of `EVAL`) to the new let environment. Set
879 `ast` (i.e. the local variable passed in as first parameter of
880 `EVAL`) to be the second `ast` argument. Continue at the beginning
881 of the loop (no return).
882 * `do`: change the `eval_ast` call to evaluate all the parameters
883 except for the last (2nd list element up to but not including
884 last). Set `ast` to the last element of `ast`. Continue
885 at the beginning of the loop (`env` stays unchanged).
886 * `if`: the condition continues to be evaluated, however, rather
887 than evaluating the true or false branch, `ast` is set to the
888 unevaluated value of the chosen branch. Continue at the beginning
889 of the loop (`env` is unchanged).
890
891 * The return value from the `fn*` special form will now become an
892 object/structure with attributes that allow the default invoke case
893 of `EVAL` to do TCO on mal functions. Those attributes are:
894 * `ast`: the second `ast` argument (third list element) representing
895 the body of the function.
896 * `params`: the first `ast` argument (second list element)
897 representing the parameter names of the function.
898 * `env`: the current value of the `env` parameter of `EVAL`.
899 * `fn`: the original function value (i.e. what was return by `fn*`
900 in step 4). Note that this is deferrable until step 9 when it is
901 required for the `map` and `apply` core functions). You will also
902 need it in step 6 if you choose to not to defer atoms/`swap!` from
903 that step.
904
905 * The default "apply"/invoke case of `EVAL` must now be changed to
906 account for the new object/structure returned by the `fn*` form.
907 Continue to call `eval_ast` on `ast`. The first element is `f`.
908 Switch on the type of `f`:
909 * regular function (not one defined by `fn*`): apply/invoke it as
910 before (in step 4).
911 * a `fn*` value: set `ast` to the `ast` attribute of `f`. Generate
912 a new environment using the `env` and `params` attributes of `f`
913 as the `outer` and `binds` arguments and rest `ast` arguments
914 (list elements 2 through the end) as the `exprs` argument. Set
915 `env` to the new environment. Continue at the beginning of the loop.
916
917 Run some manual tests from previous steps to make sure you have not
918 broken anything by adding TCO.
919
920 Now go to the top level, run the step 5 tests.
921
922 ```
923 make "test^quux^step5"
924 ```
925
926 Look at the step 5 test file `tests/step5_tco.mal`. The `sum-to`
927 function cannot be tail call optimized because it does something after
928 the recursive call (`sum-to` calls itself and then does the addition).
929 Lispers say that the `sum-to` is not in tail position. The `sum2`
930 function however, calls itself from tail position. In other words, the
931 recursive call to `sum2` is the last action that `sum2` does. Calling
932 `sum-to` with a large value will cause a stack overflow exception in
933 most target languages (some have super-special tricks they use to
934 avoid stack overflows).
935
936 Congratulations, your mal implementation already has a feature (TCO)
937 that most mainstream languages lack.
938
939
940 <a name="step6"></a>
941
942 ### Step 6: Files, Mutation, and Evil
943
944 ![step6_file architecture](step6_file.png)
945
946 In step 5 you added tail call optimization. In this step you will add
947 some string and file operations and give your implementation a touch
948 of evil ... er, eval. And as long as your language supports function
949 closures, this step will be quite simple. However, to complete this
950 step, you must implement string type support, so if you have been
951 holding off on that you will need to go back and do so.
952
953 Compare the pseudocode for step 5 and step 6 to get a basic idea of
954 the changes that will be made during this step:
955 ```
956 diff -urp ../process/step5_tco.txt ../process/step6_file.txt
957 ```
958
959 * Copy `step5_tco.qx` to `step6_file.qx`.
960
961 * Add two new string functions to the core namespaces:
962 * `read-string`: this function just exposes the `read_str` function
963 from the reader. If your mal string type is not the same as your
964 target language (e.g. statically typed language) then your
965 `read-string` function will need to unbox (extract) the raw string
966 from the mal string type in order to call `read_str`.
967 * `slurp`: this function takes a file name (string) and returns the
968 contents of the file as a string. Once again, if your mal string
969 type wraps a raw target language string, then you will need to
970 unmarshall (extract) the string parameter to get the raw file name
971 string and marshall (wrap) the result back to a mal string type.
972
973 * In your main program, add a new symbol "eval" to your REPL
974 environment. The value of this new entry is a function that takes
975 a single argument `ast`. The closure calls the your `EVAL` function
976 using the `ast` as the first argument and the REPL environment
977 (closed over from outside) as the second argument. The result of
978 the `EVAL` call is returned. This simple but powerful addition
979 allows your program to treat mal data as a mal program. For example,
980 you can now to this:
981 ```
982 (def! mal-prog (list + 1 2))
983 (eval mal-prog)
984 ```
985
986 * Define a `load-file` function using mal itself. In your main
987 program call the `rep` function with this string:
988 "(def! load-file (fn* (f) (eval (read-string (str \"(do \" (slurp f) \")\")))))".
989
990 Try out `load-file`:
991 * `(load-file "../tests/incA.mal")` -> `9`
992 * `(inc4 3)` -> `7`
993
994 The `load-file` function does the following:
995 * Call `slurp` to read in a file by name. Surround the contents with
996 "(do ...)" so that the whole file will be treated as a single
997 program AST (abstract syntax tree).
998 * Call `read-string` on the string returned from `slurp`. This uses
999 the reader to read/convert the file contents into mal data/AST.
1000 * Call `eval` (the one in the REPL environment) on the AST returned
1001 from `read-string` to "run" it.
1002
1003 Besides adding file and eval support, we'll add support for the atom data type
1004 in this step. An atom is the Mal way to represent *state*; it is
1005 heavily inspired by [Clojure's atoms](http://clojure.org/state). An atom holds
1006 a reference to a single Mal value of any type; it supports reading that Mal value
1007 and *modifying* the reference to point to another Mal value. Note that this is
1008 the only Mal data type that is mutable (but the Mal values it refers to are
1009 still immutable; immutability is explained in greater detail in step 7).
1010 You'll need to add 5 functions to the core namespace to support atoms:
1011
1012 * `atom`: Takes a Mal value and returns a new atom which points to that Mal value.
1013 * `atom?`: Takes an argument and returns `true` if the argument is an atom.
1014 * `deref`: Takes an atom argument and returns the Mal value referenced by this atom.
1015 * `reset!`: Takes an atom and a Mal value; the atom is modified to refer to
1016 the given Mal value. The Mal value is returned.
1017 * `swap!`: Takes an atom, a function, and zero or more function arguments. The
1018 atom's value is modified to the result of applying the function with the atom's
1019 value as the first argument and the optionally given function arguments as
1020 the rest of the arguments. The new atom's value is returned. (Side note: Mal is
1021 single-threaded, but in concurrent languages like Clojure, `swap!` promises
1022 atomic update: `(swap! myatom (fn* [x] (+ 1 x)))` will always increase the
1023 `myatom` counter by one and will not suffer from missing updates when the
1024 atom is updated from multiple threads.)
1025
1026 Optionally, you can add a reader macro `@` which will serve as a short form for
1027 `deref`, so that `@a` is equivalent to `(deref a)`. In order to do that, modify
1028 the conditional in reader `read_form` function and add a case which deals with
1029 the `@` token: if the token is `@` (at sign) then return a new list that
1030 contains the symbol `deref` and the result of reading the next form
1031 (`read_form`).
1032
1033 Now go to the top level, run the step 6 tests. The optional tests will
1034 need support from the reader for comments, vectors, hash-maps and the `@`
1035 reader macro:
1036 ```
1037 make "test^quux^step6"
1038 ```
1039
1040 Congratulations, you now have a full-fledged scripting language that
1041 can run other mal programs. The `slurp` function loads a file as
1042 a string, the `read-string` function calls the mal reader to turn that
1043 string into data, and the `eval` function takes data and evaluates it
1044 as a normal mal program. However, it is important to note that the
1045 `eval` function is not just for running external programs. Because mal
1046 programs are regular mal data structures, you can dynamically generate
1047 or manipulate those data structures before calling `eval` on them.
1048 This isomorphism (same shape) between data and programs is known as
1049 "homoiconicity". Lisp languages are homoiconic and this property
1050 distinguishes them from most other programming languages.
1051
1052 You mal implementation is quite powerful already but the set of
1053 functions that are available (from `core.qx`) is fairly limited. The
1054 bulk of the functions you will add are described in step 9 and step A,
1055 but you will begin to flesh them out over the next few steps to
1056 support quoting (step 7) and macros (step 8).
1057
1058
1059 #### Deferrable:
1060
1061 * Add the ability to run another mal program from the command line.
1062 Prior to the REPL loop, check if your mal implementation is called
1063 with command line arguments. If so, treat the first argument as
1064 a filename and use `rep` to call `load-file` on that filename, and
1065 finally exit/terminate execution.
1066
1067 * Add the rest of the command line arguments to your REPL environment
1068 so that programs that are run with `load-file` have access to their
1069 calling environment. Add a new "\*ARGV\*" (symbol) entry to your REPL
1070 environment. The value of this entry should be the rest of the
1071 command line arguments as a mal list value.
1072
1073
1074 <a name="step7"></a>
1075
1076 ### Step 7: Quoting
1077
1078 ![step7_quote architecture](step7_quote.png)
1079
1080 In step 7 you will add the special forms `quote` and `quasiquote` and
1081 add supporting core functions `cons` and `concat`. The two quote forms
1082 add a powerful abstraction for manipulating mal code itself
1083 (meta-programming).
1084
1085 The `quote` special form indicates to the evaluator (`EVAL`) that the
1086 parameter should not be evaluated (yet). At first glance, this might
1087 not seem particularly useful but an example of what this enables is the
1088 ability for a mal program to refer to a symbol itself rather than the
1089 value that it evaluates to. Likewise with lists. For example, consider
1090 the following:
1091
1092 * `(prn abc)`: this will lookup the symbol `abc` in the current
1093 evaluation environment and print it. This will result in error if
1094 `abc` is not defined.
1095 * `(prn (quote abc))`: this will print "abc" (prints the symbol
1096 itself). This will work regardless of whether `abc` is defined in
1097 the current environment.
1098 * `(prn (1 2 3))`: this will result in an error because `1` is not
1099 a function and cannot be applied to the arguments `(2 3)`.
1100 * `(prn (quote (1 2 3)))`: this will print "(1 2 3)".
1101 * `(def! l (quote (1 2 3)))`: list quoting allows us to define lists
1102 directly in the code (list literal). Another way of doing this is
1103 with the list function: `(def! l (list 1 2 3))`.
1104
1105 The second special quoting form is `quasiquote`. This allows a quoted
1106 list to have internal elements of the list that are temporarily
1107 unquoted (normal evaluation). There are two special forms that only
1108 mean something within a quasiquoted list: `unquote` and
1109 `splice-unquote`. These are perhaps best explained with some examples:
1110
1111 * `(def! lst (quote (2 3)))` -> `(2 3)`
1112 * `(quasiquote (1 (unquote lst)))` -> `(1 (2 3))`
1113 * `(quasiquote (1 (splice-unquote lst)))` -> `(1 2 3)`
1114
1115 The `unquote` form turns evaluation back on for its argument and the
1116 result of evaluation is put in place into the quasiquoted list. The
1117 `splice-unquote` also turns evaluation back on for its argument, but
1118 the evaluated value must be a list which is then "spliced" into the
1119 quasiquoted list. The true power of the quasiquote form will be
1120 manifest when it is used together with macros (in the next step).
1121
1122 Compare the pseudocode for step 6 and step 7 to get a basic idea of
1123 the changes that will be made during this step:
1124 ```
1125 diff -urp ../process/step6_file.txt ../process/step7_quote.txt
1126 ```
1127
1128 * Copy `step6_file.qx` to `step7_quote.qx`.
1129
1130 * Before implementing the quoting forms, you will need to implement
1131 * some supporting functions in the core namespace:
1132 * `cons`: this function takes a list as its second
1133 parameter and returns a new list that has the first argument
1134 prepended to it.
1135 * `concat`: this functions takes 0 or more lists as
1136 parameters and returns a new list that is a concatenation of all
1137 the list parameters.
1138
1139 An aside on immutability: note that neither cons or concat mutate
1140 their original list arguments. Any references to them (i.e. other
1141 lists that they may be "contained" in) will still refer to the
1142 original unchanged value. Mal, like Clojure, is a language which uses
1143 immutable data structures. I encourage you to read about the power and
1144 importance of immutability as implemented in Clojure (from which
1145 Mal borrows most of its syntax and feature-set).
1146
1147 * Add the `quote` special form. This form just returns its argument
1148 (the second list element of `ast`).
1149
1150 * Add the `quasiquote` special form. First implement a helper function
1151 `is_pair` that returns true if the parameter is a non-empty list.
1152 Then define a `quasiquote` function. This is called from `EVAL` with
1153 the first `ast` argument (second list element) and then `ast` is set
1154 to the result and execution continues at the top of the loop (TCO).
1155 The `quasiquote` function takes a parameter `ast` and has the
1156 following conditional:
1157 1. if `is_pair` of `ast` is false: return a new list containing:
1158 a symbol named "quote" and `ast`.
1159 2. else if the first element of `ast` is a symbol named "unquote":
1160 return the second element of `ast`.
1161 3. if `is_pair` of the first element of `ast` is true and the first
1162 element of first element of `ast` (`ast[0][0]`) is a symbol named
1163 "splice-unquote": return a new list containing: a symbol named
1164 "concat", the second element of first element of `ast`
1165 (`ast[0][1]`), and the result of calling `quasiquote` with the
1166 second through last element of `ast`.
1167 4. otherwise: return a new list containing: a symbol named "cons", the
1168 result of calling `quasiquote` on first element of `ast`
1169 (`ast[0]`), and the result of calling `quasiquote` with the second
1170 through last element of `ast`.
1171
1172
1173 Now go to the top level, run the step 7 tests:
1174 ```
1175 make "test^quux^step7"
1176 ```
1177
1178 Quoting is one of the more mundane functions available in mal, but do
1179 not let that discourage you. Your mal implementation is almost
1180 complete, and quoting sets the stage for the next very exiting step:
1181 macros.
1182
1183
1184 #### Deferrable
1185
1186 * The full names for the quoting forms are fairly verbose. Most Lisp
1187 languages have a short-hand syntax and Mal is no exception. These
1188 short-hand syntaxes are known as reader macros because they allow us
1189 to manipulate mal code during the reader phase. Macros that run
1190 during the eval phase are just called "macros" and are described in
1191 the next section. Expand the conditional with reader `read_form`
1192 function to add the following four cases:
1193 * token is "'" (single quote): return a new list that contains the
1194 symbol "quote" and the result of reading the next form
1195 (`read_form`).
1196 * token is "\`" (back-tick): return a new list that contains the
1197 symbol "quasiquote" and the result of reading the next form
1198 (`read_form`).
1199 * token is "~" (tilde): return a new list that contains the
1200 symbol "unquote" and the result of reading the next form
1201 (`read_form`).
1202 * token is "~@" (tilde + at sign): return a new list that contains
1203 the symbol "splice-unquote" and the result of reading the next
1204 form (`read_form`).
1205
1206 * Add support for quoting of vectors. The `is_pair` function should
1207 return true if the argument is a non-empty list or vector. `cons`
1208 should also accept a vector as the second argument. The return value
1209 is a list regardless. `concat` should support concatenation of
1210 lists, vectors, or a mix or both. The result is always a list.
1211
1212
1213 <a name="step8"></a>
1214
1215 ### Step 8: Macros
1216
1217 ![step8_macros architecture](step8_macros.png)
1218
1219 Your mal implementation is now ready for one of the most lispy and
1220 exciting of all programming concepts: macros. In the previous step,
1221 quoting enabled some simple manipulation data structures and therefore
1222 manipulation of mal code (because the `eval` function from step
1223 6 turns mal data into code). In this step you will be able to mark mal
1224 functions as macros which can manipulate mal code before it is
1225 evaluated. In other words, macros are user-defined special forms. Or
1226 to look at it another way, macros allow mal programs to redefine
1227 the mal language itself.
1228
1229 Compare the pseudocode for step 7 and step 8 to get a basic idea of
1230 the changes that will be made during this step:
1231 ```
1232 diff -urp ../process/step7_quote.txt ../process/step8_macros.txt
1233 ```
1234
1235 * Copy `step7_quote.qx` to `step8_macros.qx`.
1236
1237
1238 You might think that the infinite power of macros would require some
1239 sort of complex mechanism, but the implementation is actually fairly
1240 simple.
1241
1242 * Add a new attribute `is_macro` to mal function types. This should
1243 default to false.
1244
1245 * Add a new special form `defmacro!`. This is very similar to the
1246 `def!` form, but before the evaluated value (mal function) is set in
1247 the environment, the `is_macro` attribute should be set to true.
1248
1249 * Add a `is_macro_call` function: This function takes arguments `ast`
1250 and `env`. It returns true if `ast` is a list that contains a symbol
1251 as the first element and that symbol refers to a function in the
1252 `env` environment and that function has the `is_macro` attribute set
1253 to true. Otherwise, it returns false.
1254
1255 * Add a `macroexpand` function: This function takes arguments `ast`
1256 and `env`. It calls `is_macro_call` with `ast` and `env` and loops
1257 while that condition is true. Inside the loop, the first element of
1258 the `ast` list (a symbol), is looked up in the environment to get
1259 the macro function. This macro function is then called/applied with
1260 the rest of the `ast` elements (2nd through the last) as arguments.
1261 The return value of the macro call becomes the new value of `ast`.
1262 When the loop completes because `ast` no longer represents a macro
1263 call, the current value of `ast` is returned.
1264
1265 * In the evaluator (`EVAL`) before the special forms switch (apply
1266 section), perform macro expansion by calling the `macroexpand`
1267 function with the current value of `ast` and `env`. Set `ast` to the
1268 result of that call. If the new value of `ast` is no longer a list
1269 after macro expansion, then return the result of calling `eval_ast`
1270 on it, otherwise continue with the rest of the apply section
1271 (special forms switch).
1272
1273 * Add a new special form condition for `macroexpand`. Call the
1274 `macroexpand` function using the first `ast` argument (second list
1275 element) and `env`. Return the result. This special form allows
1276 a mal program to do explicit macro expansion without applying the
1277 result (which can be useful for debugging macro expansion).
1278
1279 Now go to the top level, run the step 8 tests:
1280 ```
1281 make "test^quux^step8"
1282 ```
1283
1284 There is a reasonably good chance that the macro tests will not pass
1285 the first time. Although the implementation of macros is fairly
1286 simple, debugging runtime bugs with macros can be fairly tricky. If
1287 you do run into subtle problems that are difficult to solve, let me
1288 recommend a couple of approaches:
1289
1290 * Use the macroexpand special form to eliminate one of the layers of
1291 indirection (to expand but skip evaluate). This will often reveal
1292 the source of the issue.
1293 * Add a debug print statement to the top of your main `eval` function
1294 (inside the TCO loop) to print the current value of `ast` (hint use
1295 `pr_str` to get easier to debug output). Pull up the step8
1296 implementation from another language and uncomment its `eval`
1297 function (yes, I give you permission to violate the rule this once).
1298 Run the two side-by-side. The first difference is likely to point to
1299 the bug.
1300
1301 Congratulations! You now have a Lisp interpreter with a super power
1302 that most non-Lisp languages can only dream of (I have it on good
1303 authority that languages dream when you are not using them). If you
1304 are not already familiar with Lisp macros, I suggest the following
1305 exercise: write a recursive macro that handles postfixed mal code
1306 (with the function as the last parameter instead of the first). Or
1307 not. I have not actually done so myself, but I have heard it is an
1308 interesting exercise.
1309
1310 In the next step you will add try/catch style exception handling to
1311 your implementation in addition to some new core functions. After
1312 step9 you will be very close to having a fully self-hosting mal
1313 implementation. Let us continue!
1314
1315
1316 #### Deferrable
1317
1318 * Add the following new core functions which are frequently used in
1319 macro functions:
1320 * `nth`: this function takes a list (or vector) and a number (index)
1321 as arguments, returns the element of the list at the given index.
1322 If the index is out of range, this function raises an exception.
1323 * `first`: this function takes a list (or vector) as its argument
1324 and return the first element. If the list (or vector) is empty or
1325 is `nil` then `nil` is returned.
1326 * `rest`: this function takes a list (or vector) as its argument and
1327 returns a new list containing all the elements except the first.
1328
1329 * In the main program, use the `rep` function to define two new
1330 control structures macros. Here are the string arguments for `rep`
1331 to define these macros:
1332 * `cond`: "(defmacro! cond (fn* (& xs) (if (> (count xs) 0) (list 'if (first xs) (if (> (count xs) 1) (nth xs 1) (throw \"odd number of forms to cond\")) (cons 'cond (rest (rest xs)))))))"
1333 * `or`: "(defmacro! or (fn* (& xs) (if (empty? xs) nil (if (= 1 (count xs)) (first xs) `(let* (or_FIXME ~(first xs)) (if or_FIXME or_FIXME (or ~@(rest xs))))))))"
1334
1335
1336 <a name="step9"></a>
1337
1338 ### Step 9: Try
1339
1340 ![step9_try architecture](step9_try.png)
1341
1342 In this step you will implement the final mal special form for
1343 error/exception handling: `try*/catch*`. You will also add several core
1344 functions to your implementation. In particular, you will enhance the
1345 functional programming pedigree of your implementation by adding the
1346 `apply` and `map` core functions.
1347
1348 Compare the pseudocode for step 8 and step 9 to get a basic idea of
1349 the changes that will be made during this step:
1350 ```
1351 diff -urp ../process/step8_macros.txt ../process/step9_try.txt
1352 ```
1353
1354 * Copy `step8_macros.qx` to `step9_try.qx`.
1355
1356 * Add the `try*/catch*` special form to the EVAL function. The
1357 try catch form looks like this: `(try* A (catch* B C))`. The form
1358 `A` is evaluated, if it throws an exception, then form `C` is
1359 evaluated with a new environment that binds the symbol `B` to the
1360 value of the exception that was thrown.
1361 * If your target language has built-in try/catch style exception
1362 handling then you are already 90% of the way done. Add a
1363 (native language) try/catch block that evaluates `A` within
1364 the try block and catches all exceptions. If an exception is
1365 caught, then translate it to a mal type/value. For native
1366 exceptions this is either the message string or a mal hash-map
1367 that contains the message string and other attributes of the
1368 exception. When a regular mal type/value is used as an
1369 exception, you will probably need to store it within a native
1370 exception type in order to be able to convey/transport it using
1371 the native try/catch mechanism. Then you will extract the mal
1372 type/value from the native exception. Create a new mal environment
1373 that binds `B` to the value of the exception. Finally, evaluate `C`
1374 using that new environment.
1375 * If your target language does not have built-in try/catch style
1376 exception handling then you have some extra work to do. One of the
1377 most straightforward approaches is to create a a global error
1378 variable that stores the thrown mal type/value. The complication
1379 is that there are a bunch of places where you must check to see if
1380 the global error state is set and return without proceeding. The
1381 rule of thumb is that this check should happen at the top of your
1382 EVAL function and also right after any call to EVAL (and after any
1383 function call that might happen to call EVAL further down the
1384 chain). Yes, it is ugly, but you were warned in the section on
1385 picking a language.
1386
1387 * Add the `throw` core function.
1388 * If your language supports try/catch style exception handling, then
1389 this function takes a mal type/value and throws/raises it as an
1390 exception. In order to do this, you may need to create a custom
1391 exception object that wraps a mal value/type.
1392 * If your language does not support try/catch style exception
1393 handling, then set the global error state to the mal type/value.
1394
1395 * Add the `apply` and `map` core functions. In step 5, if you did not
1396 add the original function (`fn`) to the structure returned from
1397 `fn*`, the you will need to do so now.
1398 * `apply`: takes at least two arguments. The first argument is
1399 a function and the last argument is list (or vector). The
1400 arguments between the function and the last argument (if there are
1401 any) are concatenated with the final argument to create the
1402 arguments that are used to call the function. The apply
1403 function allows a function to be called with arguments that are
1404 contained in a list (or vector). In other words, `(apply F A B [C
1405 D])` is equivalent to `(F A B C D)`.
1406 * `map`: takes a function and a list (or vector) and evaluates the
1407 function against every element of the list (or vector) one at
1408 a time and returns the results as a list.
1409
1410 * Add some type predicates core functions. In Lisp, predicates are
1411 functions that return true/false (or true value/nil) and typically
1412 end in "?" or "p".
1413 * `nil?`: takes a single argument and returns true (mal true value)
1414 if the argument is nil (mal nil value).
1415 * `true?`: takes a single argument and returns true (mal true value)
1416 if the argument is a true value (mal true value).
1417 * `false?`: takes a single argument and returns true (mal true
1418 value) if the argument is a false value (mal false value).
1419 * `symbol?`: takes a single argument and returns true (mal true
1420 value) if the argument is a symbol (mal symbol value).
1421
1422 Now go to the top level, run the step 9 tests:
1423 ```
1424 make "test^quux^step9"
1425 ```
1426
1427 Your mal implementation is now essentially a fully featured Lisp
1428 interpreter. But if you stop now you will miss one of the most
1429 satisfying and enlightening aspects of creating a mal implementation:
1430 self-hosting.
1431
1432 #### Deferrable
1433
1434 * Add the following new core functions:
1435 * `symbol`: takes a string and returns a new symbol with the string
1436 as its name.
1437 * `keyword`: takes a string and returns a keyword with the same name
1438 (usually just be prepending the special keyword
1439 unicode symbol). This function should also detect if the argument
1440 is already a keyword and just return it.
1441 * `keyword?`: takes a single argument and returns true (mal true
1442 value) if the argument is a keyword, otherwise returns false (mal
1443 false value).
1444 * `vector`: takes a variable number of arguments and returns
1445 a vector containing those arguments.
1446 * `vector?`: takes a single argument and returns true (mal true
1447 value) if the argument is a vector, otherwise returns false (mal
1448 false value).
1449 * `hash-map`: takes a variable but even number of arguments and
1450 returns a new mal hash-map value with keys from the odd arguments
1451 and values from the even arguments respectively. This is basically
1452 the functional form of the `{}` reader literal syntax.
1453 * `map?`: takes a single argument and returns true (mal true
1454 value) if the argument is a hash-map, otherwise returns false (mal
1455 false value).
1456 * `assoc`: takes a hash-map as the first argument and the remaining
1457 arguments are odd/even key/value pairs to "associate" (merge) into
1458 the hash-map. Note that the original hash-map is unchanged
1459 (remember, mal values are immutable), and a new hash-map
1460 containing the old hash-maps key/values plus the merged key/value
1461 arguments is returned.
1462 * `dissoc`: takes a hash-map and a list of keys to remove from the
1463 hash-map. Again, note that the original hash-map is unchanged and
1464 a new hash-map with the keys removed is returned. Key arguments
1465 that do not exist in the hash-map are ignored.
1466 * `get`: takes a hash-map and a key and returns the value of looking
1467 up that key in the hash-map. If the key is not found in the
1468 hash-map then nil is returned.
1469 * `contains?`: takes a hash-map and a key and returns true (mal true
1470 value) if the key exists in the hash-map and false (mal false
1471 value) otherwise.
1472 * `keys`: takes a hash-map and returns a list (mal list value) of
1473 all the keys in the hash-map.
1474 * `vals`: takes a hash-map and returns a list (mal list value) of
1475 all the values in the hash-map.
1476 * `sequential?`: takes a single arguments and returns true (mal true
1477 value) if it is a list or a vector, otherwise returns false (mal
1478 false value).
1479
1480
1481 <a name="stepA"></a>
1482
1483 ### Step A: Metadata, Self-hosting and Interop
1484
1485 ![stepA_mal architecture](stepA_mal.png)
1486
1487 You have reached the final step of your mal implementation. This step
1488 is kind of a catchall for things that did not fit into other steps.
1489 But most importantly, the changes you make in this step will unlock
1490 the magical power known as "self-hosting". You might have noticed
1491 that one of the languages that mal is implemented in is "mal". Any mal
1492 implementation that is complete enough can run the mal implementation
1493 of mal. You might need to pull out your hammock and ponder this for
1494 a while if you have never built a compiler or interpreter before. Look
1495 at the step source files for the mal implementation of mal (it is not
1496 cheating now that you have reached step A).
1497
1498 If you deferred the implementation of keywords, vectors and hash-maps,
1499 now is the time to go back and implement them if you want your
1500 implementation to self-host.
1501
1502 Compare the pseudocode for step 9 and step A to get a basic idea of
1503 the changes that will be made during this step:
1504 ```
1505 diff -urp ../process/step9_try.txt ../process/stepA_mal.txt
1506 ```
1507
1508 * Copy `step9_try.qx` to `stepA_mal.qx`.
1509
1510 * Add the `readline` core function. This functions takes a
1511 string that is used to prompt the user for input. The line of text
1512 entered by the user is returned as a string. If the user sends an
1513 end-of-file (usually Ctrl-D), then nil is returned.
1514
1515 * Add meta-data support to mal functions. TODO. Should be separate
1516 from the function macro flag.
1517
1518 * Add a new "\*host-language\*" (symbol) entry to your REPL
1519 environment. The value of this entry should be a mal string
1520 containing thename of the current implementation.
1521
1522 * When the REPL starts up (as opposed to when it is called with
1523 a script and/or arguments), call the `rep` function with this string
1524 to print a startup header:
1525 "(println (str \"Mal [\" \*host-language\* \"]\"))".
1526
1527
1528 Now go to the top level, run the step A tests:
1529 ```
1530 make "test^quux^stepA"
1531 ```
1532
1533 Once you have passed all the non-optional step A tests, it is time to
1534 try self-hosting. Run your step A implementation as normal, but use
1535 the file argument mode you added in step 6 to run a each of the step
1536 from the mal implementation:
1537 ```
1538 ./stepA_mal.qx ../mal/step1_read_print.mal
1539 ./stepA_mal.qx ../mal/step2_eval.mal
1540 ...
1541 ./stepA_mal.qx ../mal/step9_try.mal
1542 ./stepA_mal.qx ../mal/stepA_mal.mal
1543 ```
1544
1545 There is a very good chance that you will encounter an error at some
1546 point while trying to run the mal in mal implementation steps above.
1547 Debugging failures that happen while self-hosting is MUCH more
1548 difficult and mind bending. One of the best approaches I have
1549 personally found is to add prn statements to the mal implementation
1550 step (not your own implementation of mal) that is causing problems.
1551
1552 Another approach I have frequently used is to pull out the code from
1553 the mal implementation that is causing the problem and simplify it
1554 step by step until you have a simple piece of mal code that still
1555 reproduces the problem. Once the reproducer is simple enough you will
1556 probably know where in your own implementation that problem is likely
1557 to be. Please add your simple reproducer as a test case so that future
1558 implementers will fix similar issues in their code before they get to
1559 self-hosting when it is much more difficult to track down and fix.
1560
1561 Once you can manually run all the self-hosted steps, it is time to run
1562 all the tests in self-hosted mode:
1563 ```
1564 make MAL_IMPL=quux "test^mal"
1565 ```
1566
1567 When you run into problems (which you almost certainly will), use the
1568 same process described above to debug them.
1569
1570 Congratulations!!! When all the tests pass, you should pause for
1571 a moment and consider what you have accomplished. You have implemented
1572 a Lisp interpreter that is powerful and complete enough to run a large
1573 mal program which is itself an implementation of the mal language. You
1574 might even be asking if you can continue the "inception" by using your
1575 implementation to run a mal implementation which itself runs the mal
1576 implementation.
1577
1578
1579 #### Optional: gensym
1580
1581 The `or` macro we introduced at step 8 has a bug. It defines a
1582 variable called `or_FIXME`, which "shadows" such a binding from the
1583 user's code (which uses the macro). If a user has a variable called
1584 `or_FIXME`, it cannot be used as an `or` macro argument. In order to
1585 fix that, we'll introduce `gensym`: a function which returns a symbol
1586 which was never used before anywhere in the program. This is also an
1587 example for the use of mal atoms to keep state (the state here being
1588 the number of symbols produced by `gensym` so far).
1589
1590 Previously you used `rep` to define the `or` macro. Remove that
1591 definition and use `rep` to define the new counter, `gensym` function
1592 and the clean `or` macro. Here are the string arguments you need to
1593 pass to `rep`:
1594 ```
1595 "(def! *gensym-counter* (atom 0))"
1596
1597 "(def! gensym (fn* [] (symbol (str \"G__\" (swap! *gensym-counter* (fn* [x] (+ 1 x)))))))"
1598
1599 "(defmacro! or (fn* (& xs) (if (empty? xs) nil (if (= 1 (count xs)) (first xs) (let* (condvar (gensym)) `(let* (~condvar ~(first xs)) (if ~condvar ~condvar (or ~@(rest xs)))))))))"
1600 ```
1601
1602 For extra information read [Peter Seibel's thorough discussion about
1603 `gensym` and leaking macros in Common Lisp](http://www.gigamonkeys.com/book/macros-defining-your-own.html#plugging-the-leaks).
1604
1605
1606 #### Optional additions
1607
1608 * Add metadata support to mal functions, other composite data
1609 types, and native functions.
1610 * Add the following new core functions:
1611 * `time-ms`: takes no arguments and returns the number of
1612 milliseconds since epoch (00:00:00 UTC January 1, 1970), or, if
1613 not possible, since another point in time (`time-ms` is usually
1614 used relatively to measure time durations). After `time-ms` is
1615 implemented, you can run the mal implementation performance
1616 benchmarks by running `make perf^quux`.
1617 * `conj`: takes a collection and one or more elements as arguments
1618 and returns a new collection which includes the original
1619 collection and the new elements. If the collection is a list, a
1620 new list is returned with the elements inserted at the start of
1621 the given list in opposite order; if the collection is a vector, a
1622 new vector is returned with the elements added to the end of the
1623 given vector.
1624 * `string?`: returns true if the parameter is a string.
1625 * `seq`: takes a list, vector, string, or nil. If an empty list,
1626 empty vector, or empty string ("") is passed in then nil is
1627 returned. Otherwise, a list is returned unchanged, a vector is
1628 converted into a list, and a string is converted to a list that
1629 containing the original string split into single character
1630 strings.
1631 * For interop with the target language, add this core function:
1632 * `quux-eval`: takes a string, evaluates it in the target language,
1633 and returns the result converted to the relevant Mal type. You
1634 may also add other interop functions as you see fit; Clojure, for
1635 example, has a function called `.` which allows calling Java
1636 methods. If the target language is a static language, consider
1637 using FFI or some language-specific reflection mechanism, if
1638 available. The tests for `quux-eval` and any other interop
1639 function should be added in `quux/tests/stepA_mal.mal` (see the
1640 [tests for `lua-eval`](../lua/tests/stepA_mal.mal) as an example).
1641
1642
1643 ## TODO:
1644
1645 * simplify: "X argument (list element Y)" -> ast[Y]
1646 * list of types with metadata: mal functions (required for
1647 self-hosting), list, vector, hash-map, native functions (optional
1648 for self-hosting).
1649 * more clarity about when to peek and poke in read_list and read_form
1650 * tokenizer: use first group rather than whole match (to eliminate
1651 whitespace/commas)