guide.md: fix cheatsheet and language rank links.
[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
36 are a few language features that can make the task MUCH easier. Here
37 are some of 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 list of programming languages with an
78 approximate measure of popularity try the [RedMonk Programming
79 Language
80 Rankings](https://redmonk.com/sogrady/2019/03/20/language-rankings-1-19/)
81 or the [GitHut 2.0 Project](https://madnight.github.io/githut).
82
83
84 ## Getting started
85
86 * Install your chosen language interpreter/compiler, language package
87 manager and build tools (if applicable)
88
89 * Fork the mal repository on github and then clone your forked
90 repository:
91 ```
92 git clone git@github.com:YOUR_NAME/mal.git
93 cd mal
94 ```
95
96 * Make a new directory for your implementation. For example, if your
97 language is called "quux":
98 ```
99 mkdir quux
100 ```
101
102 * Modify the top level Makefile to allow the tests to be run against
103 your implementation. For example, if your language is named "quux"
104 and uses "qx" as the file extension, then make the following
105 3 modifications to Makefile:
106 ```
107 IMPLS = ... quux ...
108 ...
109 quux_STEP_TO_PROG = mylang/$($(1)).qx
110 ```
111
112 * Add a "run" script to you implementation directory that listens to
113 the "STEP" environment variable for the implementation step to run
114 and defaults to "stepA_mal". Make sure the run script has the
115 executable file permission set (or else the test runner might fail with a
116 permission denied error message). The following are examples of "run"
117 scripts for a compiled language and an interpreted language (where
118 the interpreter is named "quux"):
119
120 ```
121 #!/bin/bash
122 exec $(dirname $0)/${STEP:-stepA_mal} "${@}"
123 ```
124
125 ```
126 #!/bin/bash
127 exec quux $(dirname $0)/${STEP:-stepA_mal}.qx "${@}"
128 ```
129
130 This allows you to run tests against your implementation like this:
131 ```
132 make "test^quux^stepX"
133 ```
134
135 If your implementation language is a compiled language, then you
136 should also add a Makefile at the top level of your implementation
137 directory. This Makefile will define how to build the files pointed to
138 by the quux_STEP_TO_PROG macro. The top-level Makefile will attempt to
139 build those targets before running tests. If it is a scripting
140 language/uncompiled, then no Makefile is necessary because
141 quux_STEP_TO_PROG will point to a source file that already exists and
142 does not need to be compiled/built.
143
144
145 ## General hints
146
147 Stackoverflow and Google are your best friends. Modern polyglot
148 developers do not memorize dozens of programming languages. Instead,
149 they learn the peculiar terminology used with each language and then
150 use this to search for their answers.
151
152 Here are some other resources where multiple languages are
153 compared/described:
154 * http://learnxinyminutes.com/
155 * http://hyperpolyglot.org/
156 * http://rosettacode.org/
157 * http://rigaux.org/language-study/syntax-across-languages/
158
159 Do not let yourself be bogged down by specific problems. While the
160 make-a-lisp process is structured as a series of steps, the reality is
161 that building a lisp interpreter is more like a branching tree. If you
162 get stuck on tail call optimization, or hash-maps, move on to other
163 things. You will often have a stroke of inspiration for a problem as
164 you work through other functionality. I have tried to structure this
165 guide and the tests to make clear which things can be deferred until
166 later.
167
168 An aside on deferrable/optional bits: when you run the tests for
169 a given step, the last tests are often marked with an "optional"
170 header. This indicates that these are tests for functionality that is
171 not critical to finish a basic mal implementation. Many of the steps
172 in this process guide have a "Deferrable" section, however, it is not
173 quite the same meaning. Those sections include the functionality that
174 is marked as optional in the tests, but they also include
175 functionality that becomes mandatory at a later step. In other words,
176 this is a "make your own Lisp adventure".
177
178 Use test driven development. Each step of the make-a-lisp process has
179 a bunch of tests associated with it and there is an easy script to run
180 all the tests for a specific step in the process. Pick a failing test,
181 fix it, repeat until all the tests for that step pass.
182
183 ## Reference Code
184
185 The `process` directory contains abbreviated pseudocode and
186 architecture diagrams for each step of the make-a-lisp process. Use
187 a textual diff/comparison tool to compare the previous pseudocode step
188 with the one you are working on. The architecture diagram images have
189 changes from the previous step highlighted in red. There is also
190 a concise
191 [cheatsheet](http://kanaka.github.io/mal/cheatsheet.html) that
192 summarizes the key changes at each step.
193
194 If you get completely stuck and are feeling like giving up, then you
195 should "cheat" by referring to the same step or functionality in
196 a existing implementation language. You are here to learn, not to take
197 a test, so do not feel bad about it. Okay, you should feel a little
198 bit bad about it.
199
200
201 ## The Make-A-Lisp Process
202
203 In the steps that follow the name of the target language is "quux" and
204 the file extension for that language is "qx".
205
206
207 <a name="step0"></a>
208
209 ### Step 0: The REPL
210
211 ![step0_repl architecture](step0_repl.png)
212
213 This step is basically just creating a skeleton of your interpreter.
214
215 * Create a `step0_repl.qx` file in `quux/`.
216
217 * Add the 4 trivial functions `READ`, `EVAL`, `PRINT`, and `rep`
218 (read-eval-print). `READ`, `EVAL`, and `PRINT` are basically just
219 stubs that return their first parameter (a string if your target
220 language is a statically typed) and `rep` calls them in order
221 passing the return to the input of the next.
222
223 * Add a main loop that repeatedly prints a prompt (needs to be
224 "user> " for later tests to pass), gets a line of input from the
225 user, calls `rep` with that line of input, and then prints out the
226 result from `rep`. It should also exit when you send it an EOF
227 (often Ctrl-D).
228
229 * If you are using a compiled (ahead-of-time rather than just-in-time)
230 language, then create a Makefile (or appropriate project definition
231 file) in your directory.
232
233 It is time to run your first tests. This will check that your program
234 does input and output in a way that can be captured by the test
235 harness. Go to the top level and run the following:
236 ```
237 make "test^quux^step0"
238 ```
239
240 Add and then commit your new `step0_repl.qx` and `Makefile` to git.
241
242 Congratulations! You have just completed the first step of the
243 make-a-lisp process.
244
245
246 #### Optional:
247
248 * Add full line editing and command history support to your
249 interpreter REPL. Many languages have a library/module that provide
250 line editing support. Another option if your language supports it is
251 to use an FFI (foreign function interface) to load and call directly
252 into GNU readline, editline, or linenoise library. Add line
253 editing interface code to `readline.qx`
254
255
256 <a name="step1"></a>
257
258 ### Step 1: Read and Print
259
260 ![step1_read_print architecture](step1_read_print.png)
261
262 In this step, your interpreter will "read" the string from the user
263 and parse it into an internal tree data structure (an abstract syntax
264 tree) and then take that data structure and "print" it back to
265 a string.
266
267 In non-lisp languages, this step (called "lexing and parsing") can be
268 one of the most complicated parts of the compiler/interpreter. In
269 Lisp, the data structure that you want in memory is basically
270 represented directly in the code that the programmer writes
271 (homoiconicity).
272
273 For example, if the string is "(+ 2 (* 3 4))" then the read function
274 will process this into a tree structure that looks like this:
275 ```
276 List
277 / | \
278 / | \
279 / | \
280 Sym:+ Int:2 List
281 / | \
282 / | \
283 / | \
284 Sym:* Int:3 Int:4
285 ```
286
287 Each left paren and its matching right paren (lisp "sexpr") becomes
288 a node in the tree and everything else becomes a leaf in the tree.
289
290 If you can find code for an implementation of a JSON encoder/decoder
291 in your target language then you can probably just borrow and modify
292 that and be 75% of the way done with this step.
293
294 The rest of this section is going to assume that you are not starting
295 from an existing JSON encoder/decoder, but that you do have access to
296 a Perl compatible regular expressions (PCRE) module/library. You can
297 certainly implement the reader using simple string operations, but it
298 is more involved. The `make`, `ps` (postscript) and Haskell
299 implementations have examples of a reader/parser without using regular
300 expression support.
301
302 * Copy `step0_repl.qx` to `step1_read_print.qx`.
303
304 * Add a `reader.qx` file to hold functions related to the reader.
305
306 * If the target language has objects types (OOP), then the next step
307 is to create a simple stateful Reader object in `reader.qx`. This
308 object will store the tokens and a position. The Reader object will
309 have two methods: `next` and `peek`. `next` returns the token at
310 the current position and increments the position. `peek` just
311 returns the token at the current position.
312
313 * Add a function `read_str` in `reader.qx`. This function
314 will call `tokenize` and then create a new Reader object instance
315 with the tokens. Then it will call `read_form` with the Reader
316 instance.
317
318 * Add a function `tokenize` in `reader.qx`. This function will take
319 a single string and return an array/list
320 of all the tokens (strings) in it. The following regular expression
321 (PCRE) will match all mal tokens.
322 ```
323 [\s,]*(~@|[\[\]{}()'`~^@]|"(?:\\.|[^\\"])*"?|;.*|[^\s\[\]{}('"`,;)]*)
324 ```
325 * For each match captured within the parenthesis starting at char 6 of the
326 regular expression a new token will be created.
327
328 * `[\s,]*`: Matches any number of whitespaces or commas. This is not captured
329 so it will be ignored and not tokenized.
330
331 * `~@`: Captures the special two-characters `~@` (tokenized).
332
333 * ```[\[\]{}()'`~^@]```: Captures any special single character, one of
334 ```[]{}()'`~^@``` (tokenized).
335
336 * `"(?:\\.|[^\\"])*"?`: Starts capturing at a double-quote and stops at the
337 next double-quote unless it was preceded by a backslash in which case it
338 includes it until the next double-quote (tokenized). It will also
339 match unbalanced strings (no ending double-quote) which should be
340 reported as an error.
341
342 * `;.*`: Captures any sequence of characters starting with `;` (tokenized).
343
344 * ```[^\s\[\]{}('"`,;)]*```: Captures a sequence of zero or more non special
345 characters (e.g. symbols, numbers, "true", "false", and "nil") and is sort
346 of the inverse of the one above that captures special characters (tokenized).
347
348 * Add the function `read_form` to `reader.qx`. This function
349 will peek at the first token in the Reader object and switch on the
350 first character of that token. If the character is a left paren then
351 `read_list` is called with the Reader object. Otherwise, `read_atom`
352 is called with the Reader Object. The return value from `read_form`
353 is a mal data type. If your target language is statically typed then
354 you will need some way for `read_form` to return a variant or
355 subclass type. For example, if your language is object oriented,
356 then you can define a top level MalType (in `types.qx`) that all
357 your mal data types inherit from. The MalList type (which also
358 inherits from MalType) will contain a list/array of other MalTypes.
359 If your language is dynamically typed then you can likely just
360 return a plain list/array of other mal types.
361
362 * Add the function `read_list` to `reader.qx`. This function will
363 repeatedly call `read_form` with the Reader object until it
364 encounters a ')' token (if it reach EOF before reading a ')' then
365 that is an error). It accumulates the results into a List type. If
366 your language does not have a sequential data type that can hold mal
367 type values you may need to implement one (in `types.qx`). Note
368 that `read_list` repeatedly calls `read_form` rather than
369 `read_atom`. This mutually recursive definition between `read_list`
370 and `read_form` is what allows lists to contain lists.
371
372 * Add the function `read_atom` to `reader.qx`. This function will
373 look at the contents of the token and return the appropriate scalar
374 (simple/single) data type value. Initially, you can just implement
375 numbers (integers) and symbols. This will allow you to proceed
376 through the next couple of steps before you will need to implement
377 the other fundamental mal types: nil, true, false, and string. The
378 remaining mal types: keyword, vector, hash-map, and atom do not
379 need to be implemented until step 9 (but can be implemented at any
380 point between this step and that). BTW, symbols types are just an
381 object that contains a single string name value (some languages have
382 symbol types already).
383
384 * Add a file `printer.qx`. This file will contain a single function
385 `pr_str` which does the opposite of `read_str`: take a mal data
386 structure and return a string representation of it. But `pr_str` is
387 much simpler and is basically just a switch statement on the type of
388 the input object:
389
390 * symbol: return the string name of the symbol
391 * number: return the number as a string
392 * list: iterate through each element of the list calling `pr_str` on
393 it, then join the results with a space separator, and surround the
394 final result with parens
395
396 * Change the `READ` function in `step1_read_print.qx` to call
397 `reader.read_str` and the `PRINT` function to call `printer.pr_str`.
398 `EVAL` continues to simply return its input but the type is now
399 a mal data type.
400
401 You now have enough hooked up to begin testing your code. You can
402 manually try some simple inputs:
403 * `123` -> `123`
404 * ` 123 ` -> `123`
405 * `abc` -> `abc`
406 * ` abc ` -> `abc`
407 * `(123 456)` -> `(123 456)`
408 * `( 123 456 789 ) ` -> `(123 456 789)`
409 * `( + 2 (* 3 4) ) ` -> `(+ 2 (* 3 4))`
410
411 To verify that your code is doing more than just eliminating extra
412 spaces (and not failing), you can instrument your `reader.qx` functions.
413
414 Once you have gotten past those simple manual tests, it is time to run
415 the full suite of step 1 tests. Go to the top level and run the
416 following:
417 ```
418 make "test^quux^step1"
419 ```
420
421 Fix any test failures related to symbols, numbers and lists.
422
423 Depending on the functionality of your target language, it is likely
424 that you have now just completed one of the most difficult steps. It
425 is down hill from here. The remaining steps will probably be easier
426 and each step will give progressively more bang for the buck.
427
428 #### Deferrable:
429
430
431 * Add support for the other basic data type to your reader and printer
432 functions: string, nil, true, and false. These become mandatory at
433 step 4. When a string is read, the following transformations are
434 applied: a backslash followed by a doublequote is translated into
435 a plain doublequote character, a backslash followed by "n" is
436 translated into a newline, and a backslash followed by another
437 backslash is translated into a single backslash. To properly print
438 a string (for step 4 string functions), the `pr_str` function needs
439 another parameter called `print_readably`. When `print_readably` is
440 true, doublequotes, newlines, and backslashes are translated into
441 their printed representations (the reverse of the reader). The
442 `PRINT` function in the main program should call `pr_str` with
443 print_readably set to true.
444
445 * Add error checking to your reader functions to make sure parens
446 are properly matched. Catch and print these errors in your main
447 loop. If your language does not have try/catch style bubble up
448 exception handling, then you will need to add explicit error
449 handling to your code to catch and pass on errors without crashing.
450
451 * Add support for reader macros which are forms that are
452 transformed into other forms during the read phase. Refer to
453 `tests/step1_read_print.mal` for the form that these macros should
454 take (they are just simple transformations of the token stream).
455
456 * Add support for the other mal types: keyword, vector, hash-map.
457 * keyword: a keyword is a token that begins with a colon. A keyword
458 can just be stored as a string with special unicode prefix like
459 0x29E (or char 0xff/127 if the target language does not have good
460 unicode support) and the printer translates strings with that
461 prefix back to the keyword representation. This makes it easy to
462 use keywords as hash map keys in most languages. You can also
463 store keywords as a unique data type, but you will need to make
464 sure they can be used as hash map keys (which may involve doing
465 a similar prefixed translation anyways).
466 * vector: a vector can be implemented with same underlying
467 type as a list as long as there is some mechanism to keep track of
468 the difference. You can use the same reader function for both
469 lists and vectors by adding parameters for the starting and ending
470 tokens.
471 * hash-map: a hash-map is an associative data structure that maps
472 strings to other mal values. If you implement keywords as prefixed
473 strings, then you only need a native associative data structure
474 which supports string keys. Clojure allows any value to be a hash
475 map key, but the base functionality in mal is to support strings
476 and keyword keys. Because of the representation of hash-maps as
477 an alternating sequence of keys and values, you can probably use
478 the same reader function for hash-maps as lists and vectors with
479 parameters to indicate the starting and ending tokens. The odd
480 tokens are then used for keys with the corresponding even tokens
481 as the values.
482
483 * Add comment support to your reader. The tokenizer should ignore
484 tokens that start with ";". Your `read_str` function will need to
485 properly handle when the tokenizer returns no values. The simplest
486 way to do this is to return `nil` mal value. A cleaner option (that
487 does not print `nil` at the prompt is to throw a special exception
488 that causes the main loop to simply continue at the beginning of the
489 loop without calling `rep`.
490
491
492 <a name="step2"></a>
493
494 ### Step 2: Eval
495
496 ![step2_eval architecture](step2_eval.png)
497
498 In step 1 your mal interpreter was basically just a way to validate
499 input and eliminate extraneous white space. In this step you will turn
500 your interpreter into a simple number calculator by adding
501 functionality to the evaluator (`EVAL`).
502
503 Compare the pseudocode for step 1 and step 2 to get a basic idea of
504 the changes that will be made during this step:
505 ```
506 diff -urp ../process/step1_read_print.txt ../process/step2_eval.txt
507 ```
508
509 * Copy `step1_read_print.qx` to `step2_eval.qx`.
510
511 * Define a simple initial REPL environment. This environment is an
512 associative structure that maps symbols (or symbol names) to
513 numeric functions. For example, in python this would look something
514 like this:
515 ```
516 repl_env = {'+': lambda a,b: a+b,
517 '-': lambda a,b: a-b,
518 '*': lambda a,b: a*b,
519 '/': lambda a,b: int(a/b)}
520 ```
521
522 * Modify the `rep` function to pass the REPL environment as the second
523 parameter for the `EVAL` call.
524
525 * Create a new function `eval_ast` which takes `ast` (mal data type)
526 and an associative structure (the environment from above).
527 `eval_ast` switches on the type of `ast` as follows:
528
529 * symbol: lookup the symbol in the environment structure and return
530 the value or raise an error if no value is found
531 * list: return a new list that is the result of calling `EVAL` on
532 each of the members of the list
533 * otherwise just return the original `ast` value
534
535 * Modify `EVAL` to check if the first parameter `ast` is a list.
536 * `ast` is not a list: then return the result of calling `eval_ast`
537 on it.
538 * `ast` is a empty list: return ast unchanged.
539 * `ast` is a list: call `eval_ast` to get a new evaluated list. Take
540 the first item of the evaluated list and call it as function using
541 the rest of the evaluated list as its arguments.
542
543 If your target language does not have full variable length argument
544 support (e.g. variadic, vararg, splats, apply) then you will need to
545 pass the full list of arguments as a single parameter and split apart
546 the individual values inside of every mal function. This is annoying,
547 but workable.
548
549 The process of taking a list and invoking or executing it to return
550 something new is known in Lisp as the "apply" phase.
551
552 Try some simple expressions:
553
554 * `(+ 2 3)` -> `5`
555 * `(+ 2 (* 3 4))` -> `14`
556
557 The most likely challenge you will encounter is how to properly call
558 a function references using an arguments list.
559
560 Now go to the top level, run the step 2 tests and fix the errors.
561 ```
562 make "test^quux^step2"
563 ```
564
565 You now have a simple prefix notation calculator!
566
567 #### Deferrable:
568
569 * `eval_ast` should evaluate elements of vectors and hash-maps. Add the
570 following cases in `eval_ast`:
571 * If `ast` is a vector: return a new vector that is the result of calling
572 `EVAL` on each of the members of the vector.
573 * If `ast` is a hash-map: return a new hash-map which consists of key-value
574 pairs where the key is a key from the hash-map and the value is the result
575 of calling `EVAL` on the corresponding value.
576
577
578 <a name="step3"></a>
579
580 ### Step 3: Environments
581
582 ![step3_env architecture](step3_env.png)
583
584 In step 2 you were already introduced to REPL environment (`repl_env`)
585 where the basic numeric functions were stored and looked up. In this
586 step you will add the ability to create new environments (`let*`) and
587 modify existing environments (`def!`).
588
589 A Lisp environment is an associative data structure that maps symbols (the
590 keys) to values. But Lisp environments have an additional important
591 function: they can refer to another environment (the outer
592 environment). During environment lookups, if the current environment
593 does not have the symbol, the lookup continues in the outer
594 environment, and continues this way until the symbol is either found,
595 or the outer environment is `nil` (the outermost environment in the
596 chain).
597
598 Compare the pseudocode for step 2 and step 3 to get a basic idea of
599 the changes that will be made during this step:
600 ```
601 diff -urp ../process/step2_eval.txt ../process/step3_env.txt
602 ```
603
604 * Copy `step2_eval.qx` to `step3_env.qx`.
605
606 * Create `env.qx` to hold the environment definition.
607
608 * Define an `Env` object that is instantiated with a single `outer`
609 parameter and starts with an empty associative data structure
610 property `data`.
611
612 * Define three methods for the Env object:
613 * set: takes a symbol key and a mal value and adds to the `data`
614 structure
615 * find: takes a symbol key and if the current environment contains
616 that key then return the environment. If no key is found and outer
617 is not `nil` then call find (recurse) on the outer environment.
618 * get: takes a symbol key and uses the `find` method to locate the
619 environment with the key, then returns the matching value. If no
620 key is found up the outer chain, then throws/raises a "not found"
621 error.
622
623 * Update `step3_env.qx` to use the new `Env` type to create the
624 repl_env (with a `nil` outer value) and use the `set` method to add
625 the numeric functions.
626
627 * Modify `eval_ast` to call the `get` method on the `env` parameter.
628
629 * Modify the apply section of `EVAL` to switch on the first element of
630 the list:
631 * symbol "def!": call the set method of the current environment
632 (second parameter of `EVAL` called `env`) using the unevaluated
633 first parameter (second list element) as the symbol key and the
634 evaluated second parameter as the value.
635 * symbol "let\*": create a new environment using the current
636 environment as the outer value and then use the first parameter as
637 a list of new bindings in the "let\*" environment. Take the second
638 element of the binding list, call `EVAL` using the new "let\*"
639 environment as the evaluation environment, then call `set` on the
640 "let\*" environment using the first binding list element as the key
641 and the evaluated second element as the value. This is repeated
642 for each odd/even pair in the binding list. Note in particular,
643 the bindings earlier in the list can be referred to by later
644 bindings. Finally, the second parameter (third element) of the
645 original `let*` form is evaluated using the new "let\*" environment
646 and the result is returned as the result of the `let*` (the new
647 let environment is discarded upon completion).
648 * otherwise: call `eval_ast` on the list and apply the first element
649 to the rest as before.
650
651 `def!` and `let*` are Lisp "specials" (or "special atoms") which means
652 that they are language level features and more specifically that the
653 rest of the list elements (arguments) may be evaluated differently (or
654 not at all) unlike the default apply case where all elements of the
655 list are evaluated before the first element is invoked. Lists which
656 contain a "special" as the first element are known as "special forms".
657 They are special because they follow special evaluation rules.
658
659 Try some simple environment tests:
660
661 * `(def! a 6)` -> `6`
662 * `a` -> `6`
663 * `(def! b (+ a 2))` -> `8`
664 * `(+ a b)` -> `14`
665 * `(let* (c 2) c)` -> `2`
666
667 Now go to the top level, run the step 3 tests and fix the errors.
668 ```
669 make "test^quux^step3"
670 ```
671
672 You mal implementation is still basically just a numeric calculator
673 with save/restore capability. But you have set the foundation for step
674 4 where it will begin to feel like a real programming language.
675
676
677 An aside on mutation and typing:
678
679 The "!" suffix on symbols is used to indicate that this symbol refers
680 to a function that mutates something else. In this case, the `def!`
681 symbol indicates a special form that will mutate the current
682 environment. Many (maybe even most) of runtime problems that are
683 encountered in software engineering are a result of mutation. By
684 clearly marking code where mutation may occur, you can more easily
685 track down the likely cause of runtime problems when they do occur.
686
687 Another cause of runtime errors is type errors, where a value of one
688 type is unexpectedly treated by the program as a different and
689 incompatible type. Statically typed languages try to make the
690 programmer solve all type problems before the program is allowed to
691 run. Most Lisp variants tend to be dynamically typed (types of values
692 are checked when they are actually used at runtime).
693
694 As an aside-aside: The great debate between static and dynamic typing
695 can be understood by following the money. Advocates of strict static
696 typing use words like "correctness" and "safety" and thus get
697 government and academic funding. Advocates of dynamic typing use words
698 like "agile" and "time-to-market" and thus get venture capital and
699 commercial funding.
700
701
702 <a name="step4"></a>
703
704 ### Step 4: If Fn Do
705
706 ![step4_if_fn_do architecture](step4_if_fn_do.png)
707
708 In step 3 you added environments and the special forms for
709 manipulating environments. In this step you will add 3 new special
710 forms (`if`, `fn*` and `do`) and add several more core functions to
711 the default REPL environment. Our new architecture will look like
712 this:
713
714 The `fn*` special form is how new user-defined functions are created.
715 In some Lisps, this special form is named "lambda".
716
717 Compare the pseudocode for step 3 and step 4 to get a basic idea of
718 the changes that will be made during this step:
719 ```
720 diff -urp ../process/step3_env.txt ../process/step4_if_fn_do.txt
721 ```
722
723 * Copy `step3_env.qx` to `step4_if_fn_do.qx`.
724
725 * If you have not implemented reader and printer support (and data
726 types) for `nil`, `true` and `false`, you will need to do so for
727 this step.
728
729 * Update the constructor/initializer for environments to take two new
730 arguments: `binds` and `exprs`. Bind (`set`) each element (symbol)
731 of the binds list to the respective element of the `exprs` list.
732
733 * Add support to `printer.qx` to print functions values. A string
734 literal like "#<function>" is sufficient.
735
736 * Add the following special forms to `EVAL`:
737
738 * `do`: Evaluate all the elements of the list using `eval_ast`
739 and return the final evaluated element.
740 * `if`: Evaluate the first parameter (second element). If the result
741 (condition) is anything other than `nil` or `false`, then evaluate
742 the second parameter (third element of the list) and return the
743 result. Otherwise, evaluate the third parameter (fourth element)
744 and return the result. If condition is false and there is no third
745 parameter, then just return `nil`.
746 * `fn*`: Return a new function closure. The body of that closure
747 does the following:
748 * Create a new environment using `env` (closed over from outer
749 scope) as the `outer` parameter, the first parameter (second
750 list element of `ast` from the outer scope) as the `binds`
751 parameter, and the parameters to the closure as the `exprs`
752 parameter.
753 * Call `EVAL` on the second parameter (third list element of `ast`
754 from outer scope), using the new environment. Use the result as
755 the return value of the closure.
756
757 If your target language does not support closures, then you will need
758 to implement `fn*` using some sort of structure or object that stores
759 the values being closed over: the first and second elements of the
760 `ast` list (function parameter list and function body) and the current
761 environment `env`. In this case, your native functions will need to be
762 wrapped in the same way. You will probably also need a method/function
763 that invokes your function object/structure for the default case of
764 the apply section of `EVAL`.
765
766 Try out the basic functionality you have implemented:
767
768 * `(fn* [a] a)` -> `#<function>`
769 * `( (fn* [a] a) 7)` -> `7`
770 * `( (fn* [a] (+ a 1)) 10)` -> `11`
771 * `( (fn* [a b] (+ a b)) 2 3)` -> `5`
772
773 * Add a new file `core.qx` and define an associative data structure
774 `ns` (namespace) that maps symbols to functions. Move the numeric
775 function definitions into this structure.
776
777 * Modify `step4_if_fn_do.qx` to iterate through the `core.ns`
778 structure and add (`set`) each symbol/function mapping to the
779 REPL environment (`repl_env`).
780
781 * Add the following functions to `core.ns`:
782 * `prn`: call `pr_str` on the first parameter with `print_readably`
783 set to true, prints the result to the screen and then return
784 `nil`. Note that the full version of `prn` is a deferrable below.
785 * `list`: take the parameters and return them as a list.
786 * `list?`: return true if the first parameter is a list, false
787 otherwise.
788 * `empty?`: treat the first parameter as a list and return true if
789 the list is empty and false if it contains any elements.
790 * `count`: treat the first parameter as a list and return the number
791 of elements that it contains.
792 * `=`: compare the first two parameters and return true if they are
793 the same type and contain the same value. In the case of equal
794 length lists, each element of the list should be compared for
795 equality and if they are the same return true, otherwise false.
796 * `<`, `<=`, `>`, and `>=`: treat the first two parameters as
797 numbers and do the corresponding numeric comparison, returning
798 either true or false.
799
800 Now go to the top level, run the step 4 tests. There are a lot of
801 tests in step 4 but all of the non-optional tests that do not involve
802 strings should be able to pass now.
803
804 ```
805 make "test^quux^step4"
806 ```
807
808 Your mal implementation is already beginning to look like a real
809 language. You have flow control, conditionals, user-defined functions
810 with lexical scope, side-effects (if you implement the string
811 functions), etc. However, our little interpreter has not quite reached
812 Lisp-ness yet. The next several steps will take your implementation
813 from a neat toy to a full featured language.
814
815 #### Deferrable:
816
817 * Implement Clojure-style variadic function parameters. Modify the
818 constructor/initializer for environments, so that if a "&" symbol is
819 encountered in the `binds` list, the next symbol in the `binds` list
820 after the "&" is bound to the rest of the `exprs` list that has not
821 been bound yet.
822
823 * Define a `not` function using mal itself. In `step4_if_fn_do.qx`
824 call the `rep` function with this string:
825 "(def! not (fn* (a) (if a false true)))".
826
827 * Implement the strings functions in `core.qx`. To implement these
828 functions, you will need to implement the string support in the
829 reader and printer (deferrable section of step 1). Each of the string
830 functions takes multiple mal values, prints them (`pr_str`) and
831 joins them together into a new string.
832 * `pr-str`: calls `pr_str` on each argument with `print_readably`
833 set to true, joins the results with " " and returns the new
834 string.
835 * `str`: calls `pr_str` on each argument with `print_readably` set
836 to false, concatenates the results together ("" separator), and
837 returns the new string.
838 * `prn`: calls `pr_str` on each argument with `print_readably` set
839 to true, joins the results with " ", prints the string to the
840 screen and then returns `nil`.
841 * `println`: calls `pr_str` on each argument with `print_readably` set
842 to false, joins the results with " ", prints the string to the
843 screen and then returns `nil`.
844
845
846 <a name="step5"></a>
847
848 ### Step 5: Tail call optimization
849
850 ![step5_tco architecture](step5_tco.png)
851
852 In step 4 you added special forms `do`, `if` and `fn*` and you defined
853 some core functions. In this step you will add a Lisp feature called
854 tail call optimization (TCO). Also called "tail recursion" or
855 sometimes just "tail calls".
856
857 Several of the special forms that you have defined in `EVAL` end up
858 calling back into `EVAL`. For those forms that call `EVAL` as the last
859 thing that they do before returning (tail call) you will just loop back
860 to the beginning of eval rather than calling it again. The advantage
861 of this approach is that it avoids adding more frames to the call
862 stack. This is especially important in Lisp languages because they tend
863 to prefer using recursion instead of iteration for control structures.
864 (Though some Lisps, such as Common Lisp, have iteration.) However, with
865 tail call optimization, recursion can be made as stack efficient as
866 iteration.
867
868 Compare the pseudocode for step 4 and step 5 to get a basic idea of
869 the changes that will be made during this step:
870 ```
871 diff -urp ../process/step4_if_fn_do.txt ../process/step5_tco.txt
872 ```
873
874 * Copy `step4_if_fn_do.qx` to `step5_tco.qx`.
875
876 * Add a loop (e.g. while true) around all code in `EVAL`.
877
878 * Modify each of the following form cases to add tail call recursion
879 support:
880 * `let*`: remove the final `EVAL` call on the second `ast` argument
881 (third list element). Set `env` (i.e. the local variable passed in
882 as second parameter of `EVAL`) to the new let environment. Set
883 `ast` (i.e. the local variable passed in as first parameter of
884 `EVAL`) to be the second `ast` argument. Continue at the beginning
885 of the loop (no return).
886 * `do`: change the `eval_ast` call to evaluate all the parameters
887 except for the last (2nd list element up to but not including
888 last). Set `ast` to the last element of `ast`. Continue
889 at the beginning of the loop (`env` stays unchanged).
890 * `if`: the condition continues to be evaluated, however, rather
891 than evaluating the true or false branch, `ast` is set to the
892 unevaluated value of the chosen branch. Continue at the beginning
893 of the loop (`env` is unchanged).
894
895 * The return value from the `fn*` special form will now become an
896 object/structure with attributes that allow the default invoke case
897 of `EVAL` to do TCO on mal functions. Those attributes are:
898 * `ast`: the second `ast` argument (third list element) representing
899 the body of the function.
900 * `params`: the first `ast` argument (second list element)
901 representing the parameter names of the function.
902 * `env`: the current value of the `env` parameter of `EVAL`.
903 * `fn`: the original function value (i.e. what was return by `fn*`
904 in step 4). Note that this is deferrable until step 9 when it is
905 required for the `map` and `apply` core functions). You will also
906 need it in step 6 if you choose to not to defer atoms/`swap!` from
907 that step.
908
909 * The default "apply"/invoke case of `EVAL` must now be changed to
910 account for the new object/structure returned by the `fn*` form.
911 Continue to call `eval_ast` on `ast`. The first element is `f`.
912 Switch on the type of `f`:
913 * regular function (not one defined by `fn*`): apply/invoke it as
914 before (in step 4).
915 * a `fn*` value: set `ast` to the `ast` attribute of `f`. Generate
916 a new environment using the `env` and `params` attributes of `f`
917 as the `outer` and `binds` arguments and rest `ast` arguments
918 (list elements 2 through the end) as the `exprs` argument. Set
919 `env` to the new environment. Continue at the beginning of the loop.
920
921 Run some manual tests from previous steps to make sure you have not
922 broken anything by adding TCO.
923
924 Now go to the top level, run the step 5 tests.
925
926 ```
927 make "test^quux^step5"
928 ```
929
930 Look at the step 5 test file `tests/step5_tco.mal`. The `sum-to`
931 function cannot be tail call optimized because it does something after
932 the recursive call (`sum-to` calls itself and then does the addition).
933 Lispers say that the `sum-to` is not in tail position. The `sum2`
934 function however, calls itself from tail position. In other words, the
935 recursive call to `sum2` is the last action that `sum2` does. Calling
936 `sum-to` with a large value will cause a stack overflow exception in
937 most target languages (some have super-special tricks they use to
938 avoid stack overflows).
939
940 Congratulations, your mal implementation already has a feature (TCO)
941 that most mainstream languages lack.
942
943
944 <a name="step6"></a>
945
946 ### Step 6: Files, Mutation, and Evil
947
948 ![step6_file architecture](step6_file.png)
949
950 In step 5 you added tail call optimization. In this step you will add
951 some string and file operations and give your implementation a touch
952 of evil ... er, eval. And as long as your language supports function
953 closures, this step will be quite simple. However, to complete this
954 step, you must implement string type support, so if you have been
955 holding off on that you will need to go back and do so.
956
957 Compare the pseudocode for step 5 and step 6 to get a basic idea of
958 the changes that will be made during this step:
959 ```
960 diff -urp ../process/step5_tco.txt ../process/step6_file.txt
961 ```
962
963 * Copy `step5_tco.qx` to `step6_file.qx`.
964
965 * Add two new string functions to the core namespaces:
966 * `read-string`: this function just exposes the `read_str` function
967 from the reader. If your mal string type is not the same as your
968 target language (e.g. statically typed language) then your
969 `read-string` function will need to unbox (extract) the raw string
970 from the mal string type in order to call `read_str`.
971 * `slurp`: this function takes a file name (string) and returns the
972 contents of the file as a string. Once again, if your mal string
973 type wraps a raw target language string, then you will need to
974 unmarshall (extract) the string parameter to get the raw file name
975 string and marshall (wrap) the result back to a mal string type.
976
977 * In your main program, add a new symbol "eval" to your REPL
978 environment. The value of this new entry is a function that takes
979 a single argument `ast`. The closure calls the your `EVAL` function
980 using the `ast` as the first argument and the REPL environment
981 (closed over from outside) as the second argument. The result of
982 the `EVAL` call is returned. This simple but powerful addition
983 allows your program to treat mal data as a mal program. For example,
984 you can now to this:
985 ```
986 (def! mal-prog (list + 1 2))
987 (eval mal-prog)
988 ```
989
990 * Define a `load-file` function using mal itself. In your main
991 program call the `rep` function with this string:
992 "(def! load-file (fn* (f) (eval (read-string (str \"(do \" (slurp f) \")\")))))".
993
994 Try out `load-file`:
995 * `(load-file "../tests/incA.mal")` -> `9`
996 * `(inc4 3)` -> `7`
997
998 The `load-file` function does the following:
999 * Call `slurp` to read in a file by name. Surround the contents with
1000 "(do ...)" so that the whole file will be treated as a single
1001 program AST (abstract syntax tree).
1002 * Call `read-string` on the string returned from `slurp`. This uses
1003 the reader to read/convert the file contents into mal data/AST.
1004 * Call `eval` (the one in the REPL environment) on the AST returned
1005 from `read-string` to "run" it.
1006
1007 Besides adding file and eval support, we'll add support for the atom data type
1008 in this step. An atom is the Mal way to represent *state*; it is
1009 heavily inspired by [Clojure's atoms](http://clojure.org/state). An atom holds
1010 a reference to a single Mal value of any type; it supports reading that Mal value
1011 and *modifying* the reference to point to another Mal value. Note that this is
1012 the only Mal data type that is mutable (but the Mal values it refers to are
1013 still immutable; immutability is explained in greater detail in step 7).
1014 You'll need to add 5 functions to the core namespace to support atoms:
1015
1016 * `atom`: Takes a Mal value and returns a new atom which points to that Mal value.
1017 * `atom?`: Takes an argument and returns `true` if the argument is an atom.
1018 * `deref`: Takes an atom argument and returns the Mal value referenced by this atom.
1019 * `reset!`: Takes an atom and a Mal value; the atom is modified to refer to
1020 the given Mal value. The Mal value is returned.
1021 * `swap!`: Takes an atom, a function, and zero or more function arguments. The
1022 atom's value is modified to the result of applying the function with the atom's
1023 value as the first argument and the optionally given function arguments as
1024 the rest of the arguments. The new atom's value is returned. (Side note: Mal is
1025 single-threaded, but in concurrent languages like Clojure, `swap!` promises
1026 atomic update: `(swap! myatom (fn* [x] (+ 1 x)))` will always increase the
1027 `myatom` counter by one and will not suffer from missing updates when the
1028 atom is updated from multiple threads.)
1029
1030 Optionally, you can add a reader macro `@` which will serve as a short form for
1031 `deref`, so that `@a` is equivalent to `(deref a)`. In order to do that, modify
1032 the conditional in reader `read_form` function and add a case which deals with
1033 the `@` token: if the token is `@` (at sign) then return a new list that
1034 contains the symbol `deref` and the result of reading the next form
1035 (`read_form`).
1036
1037 Now go to the top level, run the step 6 tests. The optional tests will
1038 need support from the reader for comments, vectors, hash-maps and the `@`
1039 reader macro:
1040 ```
1041 make "test^quux^step6"
1042 ```
1043
1044 Congratulations, you now have a full-fledged scripting language that
1045 can run other mal programs. The `slurp` function loads a file as
1046 a string, the `read-string` function calls the mal reader to turn that
1047 string into data, and the `eval` function takes data and evaluates it
1048 as a normal mal program. However, it is important to note that the
1049 `eval` function is not just for running external programs. Because mal
1050 programs are regular mal data structures, you can dynamically generate
1051 or manipulate those data structures before calling `eval` on them.
1052 This isomorphism (same shape) between data and programs is known as
1053 "homoiconicity". Lisp languages are homoiconic and this property
1054 distinguishes them from most other programming languages.
1055
1056 You mal implementation is quite powerful already but the set of
1057 functions that are available (from `core.qx`) is fairly limited. The
1058 bulk of the functions you will add are described in step 9 and step A,
1059 but you will begin to flesh them out over the next few steps to
1060 support quoting (step 7) and macros (step 8).
1061
1062
1063 #### Deferrable:
1064
1065 * Add the ability to run another mal program from the command line.
1066 Prior to the REPL loop, check if your mal implementation is called
1067 with command line arguments. If so, treat the first argument as
1068 a filename and use `rep` to call `load-file` on that filename, and
1069 finally exit/terminate execution.
1070
1071 * Add the rest of the command line arguments to your REPL environment
1072 so that programs that are run with `load-file` have access to their
1073 calling environment. Add a new "\*ARGV\*" (symbol) entry to your REPL
1074 environment. The value of this entry should be the rest of the
1075 command line arguments as a mal list value.
1076
1077
1078 <a name="step7"></a>
1079
1080 ### Step 7: Quoting
1081
1082 ![step7_quote architecture](step7_quote.png)
1083
1084 In step 7 you will add the special forms `quote` and `quasiquote` and
1085 add supporting core functions `cons` and `concat`. The two quote forms
1086 add a powerful abstraction for manipulating mal code itself
1087 (meta-programming).
1088
1089 The `quote` special form indicates to the evaluator (`EVAL`) that the
1090 parameter should not be evaluated (yet). At first glance, this might
1091 not seem particularly useful but an example of what this enables is the
1092 ability for a mal program to refer to a symbol itself rather than the
1093 value that it evaluates to. Likewise with lists. For example, consider
1094 the following:
1095
1096 * `(prn abc)`: this will lookup the symbol `abc` in the current
1097 evaluation environment and print it. This will result in error if
1098 `abc` is not defined.
1099 * `(prn (quote abc))`: this will print "abc" (prints the symbol
1100 itself). This will work regardless of whether `abc` is defined in
1101 the current environment.
1102 * `(prn (1 2 3))`: this will result in an error because `1` is not
1103 a function and cannot be applied to the arguments `(2 3)`.
1104 * `(prn (quote (1 2 3)))`: this will print "(1 2 3)".
1105 * `(def! l (quote (1 2 3)))`: list quoting allows us to define lists
1106 directly in the code (list literal). Another way of doing this is
1107 with the list function: `(def! l (list 1 2 3))`.
1108
1109 The second special quoting form is `quasiquote`. This allows a quoted
1110 list to have internal elements of the list that are temporarily
1111 unquoted (normal evaluation). There are two special forms that only
1112 mean something within a quasiquoted list: `unquote` and
1113 `splice-unquote`. These are perhaps best explained with some examples:
1114
1115 * `(def! lst (quote (2 3)))` -> `(2 3)`
1116 * `(quasiquote (1 (unquote lst)))` -> `(1 (2 3))`
1117 * `(quasiquote (1 (splice-unquote lst)))` -> `(1 2 3)`
1118
1119 The `unquote` form turns evaluation back on for its argument and the
1120 result of evaluation is put in place into the quasiquoted list. The
1121 `splice-unquote` also turns evaluation back on for its argument, but
1122 the evaluated value must be a list which is then "spliced" into the
1123 quasiquoted list. The true power of the quasiquote form will be
1124 manifest when it is used together with macros (in the next step).
1125
1126 Compare the pseudocode for step 6 and step 7 to get a basic idea of
1127 the changes that will be made during this step:
1128 ```
1129 diff -urp ../process/step6_file.txt ../process/step7_quote.txt
1130 ```
1131
1132 * Copy `step6_file.qx` to `step7_quote.qx`.
1133
1134 * Before implementing the quoting forms, you will need to implement
1135 * some supporting functions in the core namespace:
1136 * `cons`: this function takes a list as its second
1137 parameter and returns a new list that has the first argument
1138 prepended to it.
1139 * `concat`: this functions takes 0 or more lists as
1140 parameters and returns a new list that is a concatenation of all
1141 the list parameters.
1142
1143 An aside on immutability: note that neither cons or concat mutate
1144 their original list arguments. Any references to them (i.e. other
1145 lists that they may be "contained" in) will still refer to the
1146 original unchanged value. Mal, like Clojure, is a language which uses
1147 immutable data structures. I encourage you to read about the power and
1148 importance of immutability as implemented in Clojure (from which
1149 Mal borrows most of its syntax and feature-set).
1150
1151 * Add the `quote` special form. This form just returns its argument
1152 (the second list element of `ast`).
1153
1154 * Add the `quasiquote` special form. First implement a helper function
1155 `is_pair` that returns true if the parameter is a non-empty list.
1156 Then define a `quasiquote` function. This is called from `EVAL` with
1157 the first `ast` argument (second list element) and then `ast` is set
1158 to the result and execution continues at the top of the loop (TCO).
1159 The `quasiquote` function takes a parameter `ast` and has the
1160 following conditional:
1161 1. if `is_pair` of `ast` is false: return a new list containing:
1162 a symbol named "quote" and `ast`.
1163 2. else if the first element of `ast` is a symbol named "unquote":
1164 return the second element of `ast`.
1165 3. if `is_pair` of the first element of `ast` is true and the first
1166 element of first element of `ast` (`ast[0][0]`) is a symbol named
1167 "splice-unquote": return a new list containing: a symbol named
1168 "concat", the second element of first element of `ast`
1169 (`ast[0][1]`), and the result of calling `quasiquote` with the
1170 second through last element of `ast`.
1171 4. otherwise: return a new list containing: a symbol named "cons", the
1172 result of calling `quasiquote` on first element of `ast`
1173 (`ast[0]`), and the result of calling `quasiquote` with the second
1174 through last element of `ast`.
1175
1176
1177 Now go to the top level, run the step 7 tests:
1178 ```
1179 make "test^quux^step7"
1180 ```
1181
1182 Quoting is one of the more mundane functions available in mal, but do
1183 not let that discourage you. Your mal implementation is almost
1184 complete, and quoting sets the stage for the next very exiting step:
1185 macros.
1186
1187
1188 #### Deferrable
1189
1190 * The full names for the quoting forms are fairly verbose. Most Lisp
1191 languages have a short-hand syntax and Mal is no exception. These
1192 short-hand syntaxes are known as reader macros because they allow us
1193 to manipulate mal code during the reader phase. Macros that run
1194 during the eval phase are just called "macros" and are described in
1195 the next section. Expand the conditional with reader `read_form`
1196 function to add the following four cases:
1197 * token is "'" (single quote): return a new list that contains the
1198 symbol "quote" and the result of reading the next form
1199 (`read_form`).
1200 * token is "\`" (back-tick): return a new list that contains the
1201 symbol "quasiquote" and the result of reading the next form
1202 (`read_form`).
1203 * token is "~" (tilde): return a new list that contains the
1204 symbol "unquote" and the result of reading the next form
1205 (`read_form`).
1206 * token is "~@" (tilde + at sign): return a new list that contains
1207 the symbol "splice-unquote" and the result of reading the next
1208 form (`read_form`).
1209
1210 * Add support for quoting of vectors. The `is_pair` function should
1211 return true if the argument is a non-empty list or vector. `cons`
1212 should also accept a vector as the second argument. The return value
1213 is a list regardless. `concat` should support concatenation of
1214 lists, vectors, or a mix or both. The result is always a list.
1215
1216
1217 <a name="step8"></a>
1218
1219 ### Step 8: Macros
1220
1221 ![step8_macros architecture](step8_macros.png)
1222
1223 Your mal implementation is now ready for one of the most lispy and
1224 exciting of all programming concepts: macros. In the previous step,
1225 quoting enabled some simple manipulation data structures and therefore
1226 manipulation of mal code (because the `eval` function from step
1227 6 turns mal data into code). In this step you will be able to mark mal
1228 functions as macros which can manipulate mal code before it is
1229 evaluated. In other words, macros are user-defined special forms. Or
1230 to look at it another way, macros allow mal programs to redefine
1231 the mal language itself.
1232
1233 Compare the pseudocode for step 7 and step 8 to get a basic idea of
1234 the changes that will be made during this step:
1235 ```
1236 diff -urp ../process/step7_quote.txt ../process/step8_macros.txt
1237 ```
1238
1239 * Copy `step7_quote.qx` to `step8_macros.qx`.
1240
1241
1242 You might think that the infinite power of macros would require some
1243 sort of complex mechanism, but the implementation is actually fairly
1244 simple.
1245
1246 * Add a new attribute `is_macro` to mal function types. This should
1247 default to false.
1248
1249 * Add a new special form `defmacro!`. This is very similar to the
1250 `def!` form, but before the evaluated value (mal function) is set in
1251 the environment, the `is_macro` attribute should be set to true.
1252
1253 * Add a `is_macro_call` function: This function takes arguments `ast`
1254 and `env`. It returns true if `ast` is a list that contains a symbol
1255 as the first element and that symbol refers to a function in the
1256 `env` environment and that function has the `is_macro` attribute set
1257 to true. Otherwise, it returns false.
1258
1259 * Add a `macroexpand` function: This function takes arguments `ast`
1260 and `env`. It calls `is_macro_call` with `ast` and `env` and loops
1261 while that condition is true. Inside the loop, the first element of
1262 the `ast` list (a symbol), is looked up in the environment to get
1263 the macro function. This macro function is then called/applied with
1264 the rest of the `ast` elements (2nd through the last) as arguments.
1265 The return value of the macro call becomes the new value of `ast`.
1266 When the loop completes because `ast` no longer represents a macro
1267 call, the current value of `ast` is returned.
1268
1269 * In the evaluator (`EVAL`) before the special forms switch (apply
1270 section), perform macro expansion by calling the `macroexpand`
1271 function with the current value of `ast` and `env`. Set `ast` to the
1272 result of that call. If the new value of `ast` is no longer a list
1273 after macro expansion, then return the result of calling `eval_ast`
1274 on it, otherwise continue with the rest of the apply section
1275 (special forms switch).
1276
1277 * Add a new special form condition for `macroexpand`. Call the
1278 `macroexpand` function using the first `ast` argument (second list
1279 element) and `env`. Return the result. This special form allows
1280 a mal program to do explicit macro expansion without applying the
1281 result (which can be useful for debugging macro expansion).
1282
1283 Now go to the top level, run the step 8 tests:
1284 ```
1285 make "test^quux^step8"
1286 ```
1287
1288 There is a reasonably good chance that the macro tests will not pass
1289 the first time. Although the implementation of macros is fairly
1290 simple, debugging runtime bugs with macros can be fairly tricky. If
1291 you do run into subtle problems that are difficult to solve, let me
1292 recommend a couple of approaches:
1293
1294 * Use the macroexpand special form to eliminate one of the layers of
1295 indirection (to expand but skip evaluate). This will often reveal
1296 the source of the issue.
1297 * Add a debug print statement to the top of your main `eval` function
1298 (inside the TCO loop) to print the current value of `ast` (hint use
1299 `pr_str` to get easier to debug output). Pull up the step8
1300 implementation from another language and uncomment its `eval`
1301 function (yes, I give you permission to violate the rule this once).
1302 Run the two side-by-side. The first difference is likely to point to
1303 the bug.
1304
1305 Congratulations! You now have a Lisp interpreter with a super power
1306 that most non-Lisp languages can only dream of (I have it on good
1307 authority that languages dream when you are not using them). If you
1308 are not already familiar with Lisp macros, I suggest the following
1309 exercise: write a recursive macro that handles postfixed mal code
1310 (with the function as the last parameter instead of the first). Or
1311 not. I have not actually done so myself, but I have heard it is an
1312 interesting exercise.
1313
1314 In the next step you will add try/catch style exception handling to
1315 your implementation in addition to some new core functions. After
1316 step9 you will be very close to having a fully self-hosting mal
1317 implementation. Let us continue!
1318
1319
1320 #### Deferrable
1321
1322 * Add the following new core functions which are frequently used in
1323 macro functions:
1324 * `nth`: this function takes a list (or vector) and a number (index)
1325 as arguments, returns the element of the list at the given index.
1326 If the index is out of range, this function raises an exception.
1327 * `first`: this function takes a list (or vector) as its argument
1328 and return the first element. If the list (or vector) is empty or
1329 is `nil` then `nil` is returned.
1330 * `rest`: this function takes a list (or vector) as its argument and
1331 returns a new list containing all the elements except the first.
1332
1333 * In the main program, use the `rep` function to define two new
1334 control structures macros. Here are the string arguments for `rep`
1335 to define these macros:
1336 * `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)))))))"
1337 * Note that `cond` calls the `throw` function when `cond` is
1338 called with an odd number of args. The `throw` function is
1339 implemented in the next step, but it will still serve it's
1340 purpose here by causing an undefined symbol error.
1341 * `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))))))))"
1342
1343
1344 <a name="step9"></a>
1345
1346 ### Step 9: Try
1347
1348 ![step9_try architecture](step9_try.png)
1349
1350 In this step you will implement the final mal special form for
1351 error/exception handling: `try*/catch*`. You will also add several core
1352 functions to your implementation. In particular, you will enhance the
1353 functional programming pedigree of your implementation by adding the
1354 `apply` and `map` core functions.
1355
1356 Compare the pseudocode for step 8 and step 9 to get a basic idea of
1357 the changes that will be made during this step:
1358 ```
1359 diff -urp ../process/step8_macros.txt ../process/step9_try.txt
1360 ```
1361
1362 * Copy `step8_macros.qx` to `step9_try.qx`.
1363
1364 * Add the `try*/catch*` special form to the EVAL function. The
1365 try catch form looks like this: `(try* A (catch* B C))`. The form
1366 `A` is evaluated, if it throws an exception, then form `C` is
1367 evaluated with a new environment that binds the symbol `B` to the
1368 value of the exception that was thrown.
1369 * If your target language has built-in try/catch style exception
1370 handling then you are already 90% of the way done. Add a
1371 (native language) try/catch block that evaluates `A` within
1372 the try block and catches all exceptions. If an exception is
1373 caught, then translate it to a mal type/value. For native
1374 exceptions this is either the message string or a mal hash-map
1375 that contains the message string and other attributes of the
1376 exception. When a regular mal type/value is used as an
1377 exception, you will probably need to store it within a native
1378 exception type in order to be able to convey/transport it using
1379 the native try/catch mechanism. Then you will extract the mal
1380 type/value from the native exception. Create a new mal environment
1381 that binds `B` to the value of the exception. Finally, evaluate `C`
1382 using that new environment.
1383 * If your target language does not have built-in try/catch style
1384 exception handling then you have some extra work to do. One of the
1385 most straightforward approaches is to create a a global error
1386 variable that stores the thrown mal type/value. The complication
1387 is that there are a bunch of places where you must check to see if
1388 the global error state is set and return without proceeding. The
1389 rule of thumb is that this check should happen at the top of your
1390 EVAL function and also right after any call to EVAL (and after any
1391 function call that might happen to call EVAL further down the
1392 chain). Yes, it is ugly, but you were warned in the section on
1393 picking a language.
1394
1395 * Add the `throw` core function.
1396 * If your language supports try/catch style exception handling, then
1397 this function takes a mal type/value and throws/raises it as an
1398 exception. In order to do this, you may need to create a custom
1399 exception object that wraps a mal value/type.
1400 * If your language does not support try/catch style exception
1401 handling, then set the global error state to the mal type/value.
1402
1403 * Add the `apply` and `map` core functions. In step 5, if you did not
1404 add the original function (`fn`) to the structure returned from
1405 `fn*`, the you will need to do so now.
1406 * `apply`: takes at least two arguments. The first argument is
1407 a function and the last argument is list (or vector). The
1408 arguments between the function and the last argument (if there are
1409 any) are concatenated with the final argument to create the
1410 arguments that are used to call the function. The apply
1411 function allows a function to be called with arguments that are
1412 contained in a list (or vector). In other words, `(apply F A B [C
1413 D])` is equivalent to `(F A B C D)`.
1414 * `map`: takes a function and a list (or vector) and evaluates the
1415 function against every element of the list (or vector) one at
1416 a time and returns the results as a list.
1417
1418 * Add some type predicates core functions. In Lisp, predicates are
1419 functions that return true/false (or true value/nil) and typically
1420 end in "?" or "p".
1421 * `nil?`: takes a single argument and returns true (mal true value)
1422 if the argument is nil (mal nil value).
1423 * `true?`: takes a single argument and returns true (mal true value)
1424 if the argument is a true value (mal true value).
1425 * `false?`: takes a single argument and returns true (mal true
1426 value) if the argument is a false value (mal false value).
1427 * `symbol?`: takes a single argument and returns true (mal true
1428 value) if the argument is a symbol (mal symbol value).
1429
1430 Now go to the top level, run the step 9 tests:
1431 ```
1432 make "test^quux^step9"
1433 ```
1434
1435 Your mal implementation is now essentially a fully featured Lisp
1436 interpreter. But if you stop now you will miss one of the most
1437 satisfying and enlightening aspects of creating a mal implementation:
1438 self-hosting.
1439
1440 #### Deferrable
1441
1442 * Add the following new core functions:
1443 * `symbol`: takes a string and returns a new symbol with the string
1444 as its name.
1445 * `keyword`: takes a string and returns a keyword with the same name
1446 (usually just be prepending the special keyword
1447 unicode symbol). This function should also detect if the argument
1448 is already a keyword and just return it.
1449 * `keyword?`: takes a single argument and returns true (mal true
1450 value) if the argument is a keyword, otherwise returns false (mal
1451 false value).
1452 * `vector`: takes a variable number of arguments and returns
1453 a vector containing those arguments.
1454 * `vector?`: takes a single argument and returns true (mal true
1455 value) if the argument is a vector, otherwise returns false (mal
1456 false value).
1457 * `hash-map`: takes a variable but even number of arguments and
1458 returns a new mal hash-map value with keys from the odd arguments
1459 and values from the even arguments respectively. This is basically
1460 the functional form of the `{}` reader literal syntax.
1461 * `map?`: takes a single argument and returns true (mal true
1462 value) if the argument is a hash-map, otherwise returns false (mal
1463 false value).
1464 * `assoc`: takes a hash-map as the first argument and the remaining
1465 arguments are odd/even key/value pairs to "associate" (merge) into
1466 the hash-map. Note that the original hash-map is unchanged
1467 (remember, mal values are immutable), and a new hash-map
1468 containing the old hash-maps key/values plus the merged key/value
1469 arguments is returned.
1470 * `dissoc`: takes a hash-map and a list of keys to remove from the
1471 hash-map. Again, note that the original hash-map is unchanged and
1472 a new hash-map with the keys removed is returned. Key arguments
1473 that do not exist in the hash-map are ignored.
1474 * `get`: takes a hash-map and a key and returns the value of looking
1475 up that key in the hash-map. If the key is not found in the
1476 hash-map then nil is returned.
1477 * `contains?`: takes a hash-map and a key and returns true (mal true
1478 value) if the key exists in the hash-map and false (mal false
1479 value) otherwise.
1480 * `keys`: takes a hash-map and returns a list (mal list value) of
1481 all the keys in the hash-map.
1482 * `vals`: takes a hash-map and returns a list (mal list value) of
1483 all the values in the hash-map.
1484 * `sequential?`: takes a single arguments and returns true (mal true
1485 value) if it is a list or a vector, otherwise returns false (mal
1486 false value).
1487
1488
1489 <a name="stepA"></a>
1490
1491 ### Step A: Metadata, Self-hosting and Interop
1492
1493 ![stepA_mal architecture](stepA_mal.png)
1494
1495 You have reached the final step of your mal implementation. This step
1496 is kind of a catchall for things that did not fit into other steps.
1497 But most importantly, the changes you make in this step will unlock
1498 the magical power known as "self-hosting". You might have noticed
1499 that one of the languages that mal is implemented in is "mal". Any mal
1500 implementation that is complete enough can run the mal implementation
1501 of mal. You might need to pull out your hammock and ponder this for
1502 a while if you have never built a compiler or interpreter before. Look
1503 at the step source files for the mal implementation of mal (it is not
1504 cheating now that you have reached step A).
1505
1506 If you deferred the implementation of keywords, vectors and hash-maps,
1507 now is the time to go back and implement them if you want your
1508 implementation to self-host.
1509
1510 Compare the pseudocode for step 9 and step A to get a basic idea of
1511 the changes that will be made during this step:
1512 ```
1513 diff -urp ../process/step9_try.txt ../process/stepA_mal.txt
1514 ```
1515
1516 * Copy `step9_try.qx` to `stepA_mal.qx`.
1517
1518 * Add the `readline` core function. This functions takes a
1519 string that is used to prompt the user for input. The line of text
1520 entered by the user is returned as a string. If the user sends an
1521 end-of-file (usually Ctrl-D), then nil is returned.
1522
1523 * Add meta-data support to mal functions by adding a new metadata
1524 attribute on mal functions that refers to another mal value/type
1525 (nil by default). Add the following metadata related core functions:
1526 * `meta`: this takes a single mal function argument and returns the
1527 value of the metadata attribute.
1528 * `with-meta`: this function takes two arguments. The first argument
1529 is a mal function and the second argument is another mal
1530 value/type to set as metadata. A copy of the mal function is
1531 returned that has its `meta` attribute set to the second argument.
1532 Note that it is important that the environment and macro attribute
1533 of mal function are retained when it is copied.
1534 * Add a reader-macro that expands the token "^" to
1535 return a new list that contains the symbol "with-meta" and the
1536 result of reading the next next form (2nd argument) (`read_form`) and the
1537 next form (1st argument) in that order
1538 (metadata comes first with the ^ macro and the function second).
1539
1540 * Add a new "\*host-language\*" (symbol) entry to your REPL
1541 environment. The value of this entry should be a mal string
1542 containing the name of the current implementation.
1543
1544 * When the REPL starts up (as opposed to when it is called with
1545 a script and/or arguments), call the `rep` function with this string
1546 to print a startup header:
1547 "(println (str \"Mal [\" \*host-language\* \"]\"))".
1548
1549
1550 Now go to the top level, run the step A tests:
1551 ```
1552 make "test^quux^stepA"
1553 ```
1554
1555 Once you have passed all the non-optional step A tests, it is time to
1556 try self-hosting. Run your step A implementation as normal, but use
1557 the file argument mode you added in step 6 to run a each of the step
1558 from the mal implementation:
1559 ```
1560 ./stepA_mal.qx ../mal/step1_read_print.mal
1561 ./stepA_mal.qx ../mal/step2_eval.mal
1562 ...
1563 ./stepA_mal.qx ../mal/step9_try.mal
1564 ./stepA_mal.qx ../mal/stepA_mal.mal
1565 ```
1566
1567 There is a very good chance that you will encounter an error at some
1568 point while trying to run the mal in mal implementation steps above.
1569 Debugging failures that happen while self-hosting is MUCH more
1570 difficult and mind bending. One of the best approaches I have
1571 personally found is to add prn statements to the mal implementation
1572 step (not your own implementation of mal) that is causing problems.
1573
1574 Another approach I have frequently used is to pull out the code from
1575 the mal implementation that is causing the problem and simplify it
1576 step by step until you have a simple piece of mal code that still
1577 reproduces the problem. Once the reproducer is simple enough you will
1578 probably know where in your own implementation that problem is likely
1579 to be. Please add your simple reproducer as a test case so that future
1580 implementers will fix similar issues in their code before they get to
1581 self-hosting when it is much more difficult to track down and fix.
1582
1583 Once you can manually run all the self-hosted steps, it is time to run
1584 all the tests in self-hosted mode:
1585 ```
1586 make MAL_IMPL=quux "test^mal"
1587 ```
1588
1589 When you run into problems (which you almost certainly will), use the
1590 same process described above to debug them.
1591
1592 Congratulations!!! When all the tests pass, you should pause for
1593 a moment and consider what you have accomplished. You have implemented
1594 a Lisp interpreter that is powerful and complete enough to run a large
1595 mal program which is itself an implementation of the mal language. You
1596 might even be asking if you can continue the "inception" by using your
1597 implementation to run a mal implementation which itself runs the mal
1598 implementation.
1599
1600
1601 #### Optional: gensym
1602
1603 The `or` macro we introduced at step 8 has a bug. It defines a
1604 variable called `or_FIXME`, which "shadows" such a binding from the
1605 user's code (which uses the macro). If a user has a variable called
1606 `or_FIXME`, it cannot be used as an `or` macro argument. In order to
1607 fix that, we'll introduce `gensym`: a function which returns a symbol
1608 which was never used before anywhere in the program. This is also an
1609 example for the use of mal atoms to keep state (the state here being
1610 the number of symbols produced by `gensym` so far).
1611
1612 Previously you used `rep` to define the `or` macro. Remove that
1613 definition and use `rep` to define the new counter, `gensym` function
1614 and the clean `or` macro. Here are the string arguments you need to
1615 pass to `rep`:
1616 ```
1617 "(def! *gensym-counter* (atom 0))"
1618
1619 "(def! gensym (fn* [] (symbol (str \"G__\" (swap! *gensym-counter* (fn* [x] (+ 1 x)))))))"
1620
1621 "(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)))))))))"
1622 ```
1623
1624 For extra information read [Peter Seibel's thorough discussion about
1625 `gensym` and leaking macros in Common Lisp](http://www.gigamonkeys.com/book/macros-defining-your-own.html#plugging-the-leaks).
1626
1627
1628 #### Optional additions
1629
1630 * Add metadata support to other composite data types (lists, vectors
1631 and hash-maps), and to native functions.
1632 * Add the following new core functions:
1633 * `time-ms`: takes no arguments and returns the number of
1634 milliseconds since epoch (00:00:00 UTC January 1, 1970), or, if
1635 not possible, since another point in time (`time-ms` is usually
1636 used relatively to measure time durations). After `time-ms` is
1637 implemented, you can run the performance micro-benchmarks by
1638 running `make perf^quux`.
1639 * `conj`: takes a collection and one or more elements as arguments
1640 and returns a new collection which includes the original
1641 collection and the new elements. If the collection is a list, a
1642 new list is returned with the elements inserted at the start of
1643 the given list in opposite order; if the collection is a vector, a
1644 new vector is returned with the elements added to the end of the
1645 given vector.
1646 * `string?`: returns true if the parameter is a string.
1647 * `number?`: returns true if the parameter is a number.
1648 * `fn?`: returns true if the parameter is a function (internal or
1649 user-defined).
1650 * `macro?`: returns true if the parameter is a macro.
1651 * `seq`: takes a list, vector, string, or nil. If an empty list,
1652 empty vector, or empty string ("") is passed in then nil is
1653 returned. Otherwise, a list is returned unchanged, a vector is
1654 converted into a list, and a string is converted to a list that
1655 containing the original string split into single character
1656 strings.
1657 * For interop with the target language, add this core function:
1658 * `quux-eval`: takes a string, evaluates it in the target language,
1659 and returns the result converted to the relevant Mal type. You
1660 may also add other interop functions as you see fit; Clojure, for
1661 example, has a function called `.` which allows calling Java
1662 methods. If the target language is a static language, consider
1663 using FFI or some language-specific reflection mechanism, if
1664 available. The tests for `quux-eval` and any other interop
1665 function should be added in `quux/tests/stepA_mal.mal` (see the
1666 [tests for `lua-eval`](../lua/tests/stepA_mal.mal) as an example).
1667
1668 ### Next Steps
1669
1670 * Join the #mal IRC channel. It's fairly quiet but there are bursts of
1671 interesting conversation related to mal, Lisps, esoteric programming
1672 languages, etc.
1673 * If you have created an implementation for a new target language (or
1674 a unique and interesting variant of an existing implementation),
1675 consider sending a pull request to add it into the main mal
1676 repository. The [FAQ](../docs/FAQ.md#will-you-add-my-new-implementation)
1677 describes general requirements for getting an implementation merged
1678 into the main repository.
1679 * Take your interpreter implementation and have it emit source code in
1680 the target language rather than immediately evaluating it. In other
1681 words, create a compiler.
1682 * Pick a new target language and implement mal in it. Pick a language
1683 that is very different from any that you already know.
1684 * Use your mal implementation to implement a real world project. Many
1685 of these will force you to address interop. Some ideas:
1686 * Web server (with mal as CGI language for extra points)
1687 * An IRC/Slack chat bot
1688 * An editor (GUI or curses) with mal as a scripting/extension
1689 language.
1690 * An AI player for a game like Chess or Go.
1691 * Implement a feature in your mal implementation that is not covered
1692 by this guide. Some ideas:
1693 * Namespaces
1694 * Multi-threading support
1695 * Errors with line numbers and/or stack traces.
1696 * Lazy sequences
1697 * Clojure-style protocols
1698 * Full call/cc (call-with-current-continuation) support
1699 * Explicit TCO (i.e. `recur`) with tail-position error checking