perlmodinstall tweaks from Philip Newton.

[perl5.git] / pod / perlhack.pod

=head1 NAME

perlhack - How to hack at the Perl internals

=head1 DESCRIPTION

This document attempts to explain how Perl development takes place,
and ends with some suggestions for people wanting to become bona fide
porters.

The perl5-porters mailing list is where the Perl standard distribution
is maintained and developed.  The list can get anywhere from 10 to 150
messages a day, depending on the heatedness of the debate.  Most days
there are two or three patches, extensions, features, or bugs being
discussed at a time.

A searchable archive of the list is at either:

    http://www.xray.mpe.mpg.de/mailing-lists/perl5-porters/

or

    http://archive.develooper.com/perl5-porters@perl.org/

List subscribers (the porters themselves) come in several flavours.
Some are quiet curious lurkers, who rarely pitch in and instead watch
the ongoing development to ensure they're forewarned of new changes or
features in Perl.  Some are representatives of vendors, who are there
to make sure that Perl continues to compile and work on their
platforms.  Some patch any reported bug that they know how to fix,
some are actively patching their pet area (threads, Win32, the regexp
engine), while others seem to do nothing but complain.  In other
words, it's your usual mix of technical people.

Over this group of porters presides Larry Wall.  He has the final word
in what does and does not change in the Perl language.  Various
releases of Perl are shepherded by a ``pumpking'', a porter
responsible for gathering patches, deciding on a patch-by-patch
feature-by-feature basis what will and will not go into the release.
For instance, Gurusamy Sarathy is the pumpking for the 5.6 release of
Perl.

In addition, various people are pumpkings for different things.  For
instance, Andy Dougherty and Jarkko Hietaniemi share the I<Configure>
pumpkin, and Tom Christiansen is the documentation pumpking.

Larry sees Perl development along the lines of the US government:
there's the Legislature (the porters), the Executive branch (the
pumpkings), and the Supreme Court (Larry).  The legislature can
discuss and submit patches to the executive branch all they like, but
the executive branch is free to veto them.  Rarely, the Supreme Court
will side with the executive branch over the legislature, or the
legislature over the executive branch.  Mostly, however, the
legislature and the executive branch are supposed to get along and
work out their differences without impeachment or court cases.

You might sometimes see reference to Rule 1 and Rule 2.  Larry's power
as Supreme Court is expressed in The Rules:

=over 4

=item 1

Larry is always by definition right about how Perl should behave.
This means he has final veto power on the core functionality.

=item 2

Larry is allowed to change his mind about any matter at a later date,
regardless of whether he previously invoked Rule 1.

=back

Got that?  Larry is always right, even when he was wrong.  It's rare
to see either Rule exercised, but they are often alluded to.

New features and extensions to the language are contentious, because
the criteria used by the pumpkings, Larry, and other porters to decide
which features should be implemented and incorporated are not codified
in a few small design goals as with some other languages.  Instead,
the heuristics are flexible and often difficult to fathom.  Here is
one person's list, roughly in decreasing order of importance, of
heuristics that new features have to be weighed against:

=over 4

=item Does concept match the general goals of Perl?

These haven't been written anywhere in stone, but one approximation
is:

 1. Keep it fast, simple, and useful.
 2. Keep features/concepts as orthogonal as possible.
 3. No arbitrary limits (platforms, data sizes, cultures).
 4. Keep it open and exciting to use/patch/advocate Perl everywhere.
 5. Either assimilate new technologies, or build bridges to them.

=item Where is the implementation?

All the talk in the world is useless without an implementation.  In
almost every case, the person or people who argue for a new feature
will be expected to be the ones who implement it.  Porters capable
of coding new features have their own agendas, and are not available
to implement your (possibly good) idea.

=item Backwards compatibility

It's a cardinal sin to break existing Perl programs.  New warnings are
contentious--some say that a program that emits warnings is not
broken, while others say it is.  Adding keywords has the potential to
break programs, changing the meaning of existing token sequences or
functions might break programs.

=item Could it be a module instead?

Perl 5 has extension mechanisms, modules and XS, specifically to avoid
the need to keep changing the Perl interpreter.  You can write modules
that export functions, you can give those functions prototypes so they
can be called like built-in functions, you can even write XS code to
mess with the runtime data structures of the Perl interpreter if you
want to implement really complicated things.  If it can be done in a
module instead of in the core, it's highly unlikely to be added.

=item Is the feature generic enough?

Is this something that only the submitter wants added to the language,
or would it be broadly useful?  Sometimes, instead of adding a feature
with a tight focus, the porters might decide to wait until someone
implements the more generalized feature.  For instance, instead of
implementing a ``delayed evaluation'' feature, the porters are waiting
for a macro system that would permit delayed evaluation and much more.

=item Does it potentially introduce new bugs?

Radical rewrites of large chunks of the Perl interpreter have the
potential to introduce new bugs.  The smaller and more localized the
change, the better.

=item Does it preclude other desirable features?

A patch is likely to be rejected if it closes off future avenues of
development.  For instance, a patch that placed a true and final
interpretation on prototypes is likely to be rejected because there
are still options for the future of prototypes that haven't been
addressed.

=item Is the implementation robust?

Good patches (tight code, complete, correct) stand more chance of
going in.  Sloppy or incorrect patches might be placed on the back
burner until the pumpking has time to fix, or might be discarded
altogether without further notice.

=item Is the implementation generic enough to be portable?

The worst patches make use of a system-specific features.  It's highly
unlikely that nonportable additions to the Perl language will be
accepted.

=item Is there enough documentation?

Patches without documentation are probably ill-thought out or
incomplete.  Nothing can be added without documentation, so submitting
a patch for the appropriate manpages as well as the source code is
always a good idea.  If appropriate, patches should add to the test
suite as well.

=item Is there another way to do it?

Larry said ``Although the Perl Slogan is I<There's More Than One Way
to Do It>, I hesitate to make 10 ways to do something''.  This is a
tricky heuristic to navigate, though--one man's essential addition is
another man's pointless cruft.

=item Does it create too much work?

Work for the pumpking, work for Perl programmers, work for module
authors, ...  Perl is supposed to be easy.

=item Patches speak louder than words

Working code is always preferred to pie-in-the-sky ideas.  A patch to
add a feature stands a much higher chance of making it to the language
than does a random feature request, no matter how fervently argued the
request might be.  This ties into ``Will it be useful?'', as the fact
that someone took the time to make the patch demonstrates a strong
desire for the feature.

=back

If you're on the list, you might hear the word ``core'' bandied
around.  It refers to the standard distribution.  ``Hacking on the
core'' means you're changing the C source code to the Perl
interpreter.  ``A core module'' is one that ships with Perl.

=head2 Keeping in sync

The source code to the Perl interpreter, in its different versions, is
kept in a repository managed by a revision control system (which is
currently the Perforce program, see http://perforce.com/).  The
pumpkings and a few others have access to the repository to check in
changes.  Periodically the pumpking for the development version of Perl
will release a new version, so the rest of the porters can see what's
changed.  The current state of the main trunk of repository, and patches
that describe the individual changes that have happened since the last
public release are available at this location:

    ftp://ftp.linux.activestate.com/pub/staff/gsar/APC/

If you are a member of the perl5-porters mailing list, it is a good
thing to keep in touch with the most recent changes. If not only to
verify if what you would have posted as a bug report isn't already
solved in the most recent available perl development branch, also
known as perl-current, bleading edge perl, bleedperl or bleadperl.

Needless to say, the source code in perl-current is usually in a perpetual
state of evolution.  You should expect it to be very buggy.  Do B<not> use
it for any purpose other than testing and development.

Keeping in sync with the most recent branch can be done in several ways,
but the most convenient and reliable way is using B<rsync>, available at
ftp://rsync.samba.org/pub/rsync/ .  (You can also get the most recent
branch by FTP.)

If you choose to keep in sync using rsync, there are two approaches
to doing so:

=over 4

=item rsync'ing the source tree

Presuming you are in the directory where your perl source resides
and you have rsync installed and available, you can `upgrade' to
the bleadperl using:

 # rsync -avz rsync://ftp.linux.activestate.com/perl-current/ .

This takes care of updating every single item in the source tree to
the latest applied patch level, creating files that are new (to your
distribution) and setting date/time stamps of existing files to
reflect the bleadperl status.

Note that this will not delete any files that were in '.' before
the rsync. Once you are sure that the rsync is running correctly,
run it with the --delete and the --dry-run options like this:

 # rsync -avz --delete --dry-run rsync://ftp.linux.activestate.com/perl-current/ .

This will I<simulate> an rsync run that also deletes files not
present in the bleadperl master copy. Observe the results from
this run closely. If you are sure that the actual run would delete
no files precious to you, you could remove the '--dry-run' option.

You can than check what patch was the latest that was applied by
looking in the file B<.patch>, which will show the number of the
latest patch.

If you have more than one machine to keep in sync, and not all of
them have access to the WAN (so you are not able to rsync all the
source trees to the real source), there are some ways to get around
this problem.

=over 4

=item Using rsync over the LAN

Set up a local rsync server which makes the rsynced source tree
available to the LAN and sync the other machines against this
directory.

From http://rsync.samba.org/README.html:

   "Rsync uses rsh or ssh for communication. It does not need to be
    setuid and requires no special privileges for installation.  It
    does not require an inetd entry or a daemon.  You must, however,
    have a working rsh or ssh system.  Using ssh is recommended for
    its security features."

=item Using pushing over the NFS

Having the other systems mounted over the NFS, you can take an
active pushing approach by checking the just updated tree against
the other not-yet synced trees. An example would be

  #!/usr/bin/perl -w

  use strict;
  use File::Copy;

  my %MF = map {
      m/(\S+)/;
      $1 => [ (stat $1)[2, 7, 9] ];	# mode, size, mtime
      } `cat MANIFEST`;

  my %remote = map { $_ => "/$_/pro/3gl/CPAN/perl-5.7.1" } qw(host1 host2);

  foreach my $host (keys %remote) {
      unless (-d $remote{$host}) {
	  print STDERR "Cannot Xsync for host $host\n";
	  next;
	  }
      foreach my $file (keys %MF) {
	  my $rfile = "$remote{$host}/$file";
	  my ($mode, $size, $mtime) = (stat $rfile)[2, 7, 9];
	  defined $size or ($mode, $size, $mtime) = (0, 0, 0);
	  $size == $MF{$file}[1] && $mtime == $MF{$file}[2] and next;
	  printf "%4s %-34s %8d %9d  %8d %9d\n",
	      $host, $file, $MF{$file}[1], $MF{$file}[2], $size, $mtime;
	  unlink $rfile;
	  copy ($file, $rfile);
	  utime time, $MF{$file}[2], $rfile;
	  chmod $MF{$file}[0], $rfile;
	  }
      }

though this is not perfect. It could be improved with checking
file checksums before updating. Not all NFS systems support
reliable utime support (when used over the NFS).

=back

=item rsync'ing the patches

The source tree is maintained by the pumpking who applies patches to
the files in the tree. These patches are either created by the
pumpking himself using C<diff -c> after updating the file manually or
by applying patches sent in by posters on the perl5-porters list.
These patches are also saved and rsync'able, so you can apply them
yourself to the source files.

Presuming you are in a directory where your patches reside, you can
get them in sync with

 # rsync -avz rsync://ftp.linux.activestate.com/perl-current-diffs/ .

This makes sure the latest available patch is downloaded to your
patch directory.

It's then up to you to apply these patches, using something like

 # last=`ls -rt1 *.gz | tail -1`
 # rsync -avz rsync://ftp.linux.activestate.com/perl-current-diffs/ .
 # find . -name '*.gz' -newer $last -exec gzcat {} \; >blead.patch
 # cd ../perl-current
 # patch -p1 -N <../perl-current-diffs/blead.patch

or, since this is only a hint towards how it works, use CPAN-patchaperl
from Andreas König to have better control over the patching process.

=back

=head2 Why rsync the source tree

=over 4

=item It's easier to rsync the source tree

Since you don't have to apply the patches yourself, you are sure all
files in the source tree are in the right state.

=item It's more recent

According to Gurusamy Sarathy:

   "... The rsync mirror is automatic and syncs with the repository
    every five minutes.

   "Updating the patch  area  still  requires  manual  intervention
    (with all the goofiness that implies,  which you've noted)  and
    is typically on a daily cycle.   Making this process  automatic
    is on my tuit list, but don't ask me when."

=item It's more reliable

Well, since the patches are updated by hand, I don't have to say any
more ... (see Sarathy's remark).

=back

=head2 Why rsync the patches

=over 4

=item It's easier to rsync the patches

If you have more than one machine that you want to keep in track with
bleadperl, it's easier to rsync the patches only once and then apply
them to all the source trees on the different machines.

In case you try to keep in pace on 5 different machines, for which
only one of them has access to the WAN, rsync'ing all the source
trees should than be done 5 times over the NFS. Having
rsync'ed the patches only once, I can apply them to all the source
trees automatically. Need you say more ;-)

=item It's a good reference

If you do not only like to have the most recent development branch,
but also like to B<fix> bugs, or extend features, you want to dive
into the sources. If you are a seasoned perl core diver, you don't
need no manuals, tips, roadmaps, perlguts.pod or other aids to find
your way around. But if you are a starter, the patches may help you
in finding where you should start and how to change the bits that
bug you.

The file B<Changes> is updated on occasions the pumpking sees as his
own little sync points. On those occasions, he releases a tar-ball of
the current source tree (i.e. perl@7582.tar.gz), which will be an
excellent point to start with when choosing to use the 'rsync the
patches' scheme. Starting with perl@7582, which means a set of source
files on which the latest applied patch is number 7582, you apply all
succeeding patches available from then on (7583, 7584, ...).

You can use the patches later as a kind of search archive.

=over 4

=item Finding a start point

If you want to fix/change the behaviour of function/feature Foo, just
scan the patches for patches that mention Foo either in the subject,
the comments, or the body of the fix. A good chance the patch shows
you the files that are affected by that patch which are very likely
to be the starting point of your journey into the guts of perl.

=item Finding how to fix a bug

If you've found I<where> the function/feature Foo misbehaves, but you
don't know how to fix it (but you do know the change you want to
make), you can, again, peruse the patches for similar changes and
look how others apply the fix.

=item Finding the source of misbehaviour

When you keep in sync with bleadperl, the pumpking would love to
I<see> that the community efforts really work. So after each of his
sync points, you are to 'make test' to check if everything is still
in working order. If it is, you do 'make ok', which will send an OK
report to perlbug@perl.org. (If you do not have access to a mailer
from the system you just finished successfully 'make test', you can
do 'make okfile', which creates the file C<perl.ok>, which you can
than take to your favourite mailer and mail yourself).

But of course, as always, things will not always lead to a success
path, and one or more test do not pass the 'make test'. Before
sending in a bug report (using 'make nok' or 'make nokfile'), check
the mailing list if someone else has reported the bug already and if
so, confirm it by replying to that message. If not, you might want to
trace the source of that misbehaviour B<before> sending in the bug,
which will help all the other porters in finding the solution.

Here the saved patches come in very handy. You can check the list of
patches to see which patch changed what file and what change caused
the misbehaviour. If you note that in the bug report, it saves the
one trying to solve it, looking for that point.

=back

If searching the patches is too bothersome, you might consider using
perl's bugtron to find more information about discussions and
ramblings on posted bugs.

If you want to get the best of both worlds, rsync both the source
tree for convenience, reliability and ease and rsync the patches
for reference.

=back


=head2 Perlbug remote interface

=over 4

There are three (3) remote administrative interfaces for modifying bug status, category, etc.  In all cases an admin must be first registered with the Perlbug database by sending an email request to richard@perl.org or bugmongers@perl.org.  

The main requirement is the willingness to classify, (with the emphasis on closing where possible :), outstanding bugs.  Further explanation can be garnered from the web at http://bugs.perl.org/, or by asking on the admin mailing list at: bugmongers@perl.org

For more info on the web see

	http://bugs.perl.org/perlbug.cgi?req=spec


B<The interfaces:>


=item 1 http://bugs.perl.org

Login via the web, (remove B<admin/> if only browsing), where interested Cc's, tests, patches and change-ids, etc. may be assigned.

	http://bugs.perl.org/admin/index.html


=item 2 bugdb@perl.org

Where the subject line is used for commands:

	To: bugdb@perl.org
	Subject: -a close bugid1 bugid2 aix install

	To: bugdb@perl.org
	Subject: -h


=item 3 commands_and_bugdids@bugs.perl.org

Where the address itself is the source for the commands:

	To: close_bugid1_bugid2_aix@bugs.perl.org

	To: help@bugs.perl.org


=item notes, patches, tests

For patches and tests, the message body is assigned to the appropriate bug/s and forwarded to p5p for their attention.  

	To: test_<bugid1>_aix_close@bugs.perl.org
	Subject: this is a test for the (now closed) aix bug

	Test is the body of the mail

=back

=head2 Submitting patches

Always submit patches to I<perl5-porters@perl.org>.  If you're
patching a core module and there's an author listed, send the author a
copy (see L<Patching a core module>).  This lets other porters review
your patch, which catches a surprising number of errors in patches.
Either use the diff program (available in source code form from
I<ftp://ftp.gnu.org/pub/gnu/>), or use Johan Vromans' I<makepatch>
(available from I<CPAN/authors/id/JV/>).  Unified diffs are preferred,
but context diffs are accepted.  Do not send RCS-style diffs or diffs
without context lines.  More information is given in the
I<Porting/patching.pod> file in the Perl source distribution.  Please
patch against the latest B<development> version (e.g., if you're
fixing a bug in the 5.005 track, patch against the latest 5.005_5x
version).  Only patches that survive the heat of the development
branch get applied to maintenance versions.

Your patch should update the documentation and test suite.  See
L<Writing a test>.

To report a bug in Perl, use the program I<perlbug> which comes with
Perl (if you can't get Perl to work, send mail to the address
I<perlbug@perl.org> or I<perlbug@perl.com>).  Reporting bugs through
I<perlbug> feeds into the automated bug-tracking system, access to
which is provided through the web at I<http://bugs.perl.org/>.  It
often pays to check the archives of the perl5-porters mailing list to
see whether the bug you're reporting has been reported before, and if
so whether it was considered a bug.  See above for the location of
the searchable archives.

The CPAN testers (I<http://testers.cpan.org/>) are a group of
volunteers who test CPAN modules on a variety of platforms.  Perl Labs
(I<http://labs.perl.org/>) automatically tests Perl source releases on
platforms and gives feedback to the CPAN testers mailing list.  Both
efforts welcome volunteers.

It's a good idea to read and lurk for a while before chipping in.
That way you'll get to see the dynamic of the conversations, learn the
personalities of the players, and hopefully be better prepared to make
a useful contribution when do you speak up.

If after all this you still think you want to join the perl5-porters
mailing list, send mail to I<perl5-porters-subscribe@perl.org>.  To
unsubscribe, send mail to I<perl5-porters-unsubscribe@perl.org>.

To hack on the Perl guts, you'll need to read the following things:

=over 3

=item L<perlguts>

This is of paramount importance, since it's the documentation of what
goes where in the Perl source. Read it over a couple of times and it
might start to make sense - don't worry if it doesn't yet, because the
best way to study it is to read it in conjunction with poking at Perl
source, and we'll do that later on.

You might also want to look at Gisle Aas's illustrated perlguts -
there's no guarantee that this will be absolutely up-to-date with the
latest documentation in the Perl core, but the fundamentals will be
right. (http://gisle.aas.no/perl/illguts/)

=item L<perlxstut> and L<perlxs>

A working knowledge of XSUB programming is incredibly useful for core
hacking; XSUBs use techniques drawn from the PP code, the portion of the
guts that actually executes a Perl program. It's a lot gentler to learn
those techniques from simple examples and explanation than from the core
itself.

=item L<perlapi>

The documentation for the Perl API explains what some of the internal
functions do, as well as the many macros used in the source.

=item F<Porting/pumpkin.pod>

This is a collection of words of wisdom for a Perl porter; some of it is
only useful to the pumpkin holder, but most of it applies to anyone
wanting to go about Perl development.

=item The perl5-porters FAQ

This is posted to perl5-porters at the beginning on every month, and
should be available from http://perlhacker.org/p5p-faq; alternatively,
you can get the FAQ emailed to you by sending mail to
C<perl5-porters-faq@perl.org>. It contains hints on reading
perl5-porters, information on how perl5-porters works and how Perl
development in general works.

=back

=head2 Finding Your Way Around

Perl maintenance can be split into a number of areas, and certain people
(pumpkins) will have responsibility for each area. These areas sometimes
correspond to files or directories in the source kit. Among the areas are:

=over 3

=item Core modules

Modules shipped as part of the Perl core live in the F<lib/> and F<ext/>
subdirectories: F<lib/> is for the pure-Perl modules, and F<ext/>
contains the core XS modules.

=item Tests

There are tests for nearly all the modules, built-ins and major bits
of functionality.  Test files all have a .t suffix.  Module tests live
in the F<lib/> and F<ext/> directories next to the module being
tested.  Others live in F<t/>.  See L<Writing a test>

=item Documentation

Documentation maintenance includes looking after everything in the
F<pod/> directory, (as well as contributing new documentation) and
the documentation to the modules in core.

=item Configure

The configure process is the way we make Perl portable across the
myriad of operating systems it supports. Responsibility for the
configure, build and installation process, as well as the overall
portability of the core code rests with the configure pumpkin - others
help out with individual operating systems.

The files involved are the operating system directories, (F<win32/>,
F<os2/>, F<vms/> and so on) the shell scripts which generate F<config.h>
and F<Makefile>, as well as the metaconfig files which generate
F<Configure>. (metaconfig isn't included in the core distribution.)

=item Interpreter

And of course, there's the core of the Perl interpreter itself. Let's
have a look at that in a little more detail.

=back

Before we leave looking at the layout, though, don't forget that
F<MANIFEST> contains not only the file names in the Perl distribution,
but short descriptions of what's in them, too. For an overview of the
important files, try this:

    perl -lne 'print if /^[^\/]+\.[ch]\s+/' MANIFEST

=head2 Elements of the interpreter

The work of the interpreter has two main stages: compiling the code
into the internal representation, or bytecode, and then executing it.
L<perlguts/Compiled code> explains exactly how the compilation stage
happens.

Here is a short breakdown of perl's operation:

=over 3

=item Startup

The action begins in F<perlmain.c>. (or F<miniperlmain.c> for miniperl)
This is very high-level code, enough to fit on a single screen, and it
resembles the code found in L<perlembed>; most of the real action takes
place in F<perl.c>

First, F<perlmain.c> allocates some memory and constructs a Perl
interpreter:

    1 PERL_SYS_INIT3(&argc,&argv,&env);
    2
    3 if (!PL_do_undump) {
    4     my_perl = perl_alloc();
    5     if (!my_perl)
    6         exit(1);
    7     perl_construct(my_perl);
    8     PL_perl_destruct_level = 0;
    9 }

Line 1 is a macro, and its definition is dependent on your operating
system. Line 3 references C<PL_do_undump>, a global variable - all
global variables in Perl start with C<PL_>. This tells you whether the
current running program was created with the C<-u> flag to perl and then
F<undump>, which means it's going to be false in any sane context.

Line 4 calls a function in F<perl.c> to allocate memory for a Perl
interpreter. It's quite a simple function, and the guts of it looks like
this:

    my_perl = (PerlInterpreter*)PerlMem_malloc(sizeof(PerlInterpreter));

Here you see an example of Perl's system abstraction, which we'll see
later: C<PerlMem_malloc> is either your system's C<malloc>, or Perl's
own C<malloc> as defined in F<malloc.c> if you selected that option at
configure time.

Next, in line 7, we construct the interpreter; this sets up all the
special variables that Perl needs, the stacks, and so on.

Now we pass Perl the command line options, and tell it to go:

    exitstatus = perl_parse(my_perl, xs_init, argc, argv, (char **)NULL);
    if (!exitstatus) {
        exitstatus = perl_run(my_perl);
    }


C<perl_parse> is actually a wrapper around C<S_parse_body>, as defined
in F<perl.c>, which processes the command line options, sets up any
statically linked XS modules, opens the program and calls C<yyparse> to
parse it.

=item Parsing

The aim of this stage is to take the Perl source, and turn it into an op
tree. We'll see what one of those looks like later. Strictly speaking,
there's three things going on here.

C<yyparse>, the parser, lives in F<perly.c>, although you're better off
reading the original YACC input in F<perly.y>. (Yes, Virginia, there
B<is> a YACC grammar for Perl!) The job of the parser is to take your
code and `understand' it, splitting it into sentences, deciding which
operands go with which operators and so on.

The parser is nobly assisted by the lexer, which chunks up your input
into tokens, and decides what type of thing each token is: a variable
name, an operator, a bareword, a subroutine, a core function, and so on.
The main point of entry to the lexer is C<yylex>, and that and its
associated routines can be found in F<toke.c>. Perl isn't much like
other computer languages; it's highly context sensitive at times, it can
be tricky to work out what sort of token something is, or where a token
ends. As such, there's a lot of interplay between the tokeniser and the
parser, which can get pretty frightening if you're not used to it.

As the parser understands a Perl program, it builds up a tree of
operations for the interpreter to perform during execution. The routines
which construct and link together the various operations are to be found
in F<op.c>, and will be examined later.

=item Optimization

Now the parsing stage is complete, and the finished tree represents
the operations that the Perl interpreter needs to perform to execute our
program. Next, Perl does a dry run over the tree looking for
optimisations: constant expressions such as C<3 + 4> will be computed
now, and the optimizer will also see if any multiple operations can be
replaced with a single one. For instance, to fetch the variable C<$foo>,
instead of grabbing the glob C<*foo> and looking at the scalar
component, the optimizer fiddles the op tree to use a function which
directly looks up the scalar in question. The main optimizer is C<peep>
in F<op.c>, and many ops have their own optimizing functions.

=item Running

Now we're finally ready to go: we have compiled Perl byte code, and all
that's left to do is run it. The actual execution is done by the
C<runops_standard> function in F<run.c>; more specifically, it's done by
these three innocent looking lines:

    while ((PL_op = CALL_FPTR(PL_op->op_ppaddr)(aTHX))) {
        PERL_ASYNC_CHECK();
    }

You may be more comfortable with the Perl version of that:

    PERL_ASYNC_CHECK() while $Perl::op = &{$Perl::op->{function}};

Well, maybe not. Anyway, each op contains a function pointer, which
stipulates the function which will actually carry out the operation.
This function will return the next op in the sequence - this allows for
things like C<if> which choose the next op dynamically at run time.
The C<PERL_ASYNC_CHECK> makes sure that things like signals interrupt
execution if required.

The actual functions called are known as PP code, and they're spread
between four files: F<pp_hot.c> contains the `hot' code, which is most
often used and highly optimized, F<pp_sys.c> contains all the
system-specific functions, F<pp_ctl.c> contains the functions which
implement control structures (C<if>, C<while> and the like) and F<pp.c>
contains everything else. These are, if you like, the C code for Perl's
built-in functions and operators.

=back

=head2 Internal Variable Types

You should by now have had a look at L<perlguts>, which tells you about
Perl's internal variable types: SVs, HVs, AVs and the rest. If not, do
that now.

These variables are used not only to represent Perl-space variables, but
also any constants in the code, as well as some structures completely
internal to Perl. The symbol table, for instance, is an ordinary Perl
hash. Your code is represented by an SV as it's read into the parser;
any program files you call are opened via ordinary Perl filehandles, and
so on.

The core L<Devel::Peek|Devel::Peek> module lets us examine SVs from a
Perl program. Let's see, for instance, how Perl treats the constant
C<"hello">.

      % perl -MDevel::Peek -e 'Dump("hello")'
    1 SV = PV(0xa041450) at 0xa04ecbc
    2   REFCNT = 1
    3   FLAGS = (POK,READONLY,pPOK)
    4   PV = 0xa0484e0 "hello"\0
    5   CUR = 5
    6   LEN = 6

Reading C<Devel::Peek> output takes a bit of practise, so let's go
through it line by line.

Line 1 tells us we're looking at an SV which lives at C<0xa04ecbc> in
memory. SVs themselves are very simple structures, but they contain a
pointer to a more complex structure. In this case, it's a PV, a
structure which holds a string value, at location C<0xa041450>.  Line 2
is the reference count; there are no other references to this data, so
it's 1.

Line 3 are the flags for this SV - it's OK to use it as a PV, it's a
read-only SV (because it's a constant) and the data is a PV internally.
Next we've got the contents of the string, starting at location
C<0xa0484e0>.

Line 5 gives us the current length of the string - note that this does
B<not> include the null terminator. Line 6 is not the length of the
string, but the length of the currently allocated buffer; as the string
grows, Perl automatically extends the available storage via a routine
called C<SvGROW>.

You can get at any of these quantities from C very easily; just add
C<Sv> to the name of the field shown in the snippet, and you've got a
macro which will return the value: C<SvCUR(sv)> returns the current
length of the string, C<SvREFCOUNT(sv)> returns the reference count,
C<SvPV(sv, len)> returns the string itself with its length, and so on.
More macros to manipulate these properties can be found in L<perlguts>.

Let's take an example of manipulating a PV, from C<sv_catpvn>, in F<sv.c>

     1  void
     2  Perl_sv_catpvn(pTHX_ register SV *sv, register const char *ptr, register STRLEN len)
     3  {
     4      STRLEN tlen;
     5      char *junk;

     6      junk = SvPV_force(sv, tlen);
     7      SvGROW(sv, tlen + len + 1);
     8      if (ptr == junk)
     9          ptr = SvPVX(sv);
    10      Move(ptr,SvPVX(sv)+tlen,len,char);
    11      SvCUR(sv) += len;
    12      *SvEND(sv) = '\0';
    13      (void)SvPOK_only_UTF8(sv);          /* validate pointer */
    14      SvTAINT(sv);
    15  }

This is a function which adds a string, C<ptr>, of length C<len> onto
the end of the PV stored in C<sv>. The first thing we do in line 6 is
make sure that the SV B<has> a valid PV, by calling the C<SvPV_force>
macro to force a PV. As a side effect, C<tlen> gets set to the current
value of the PV, and the PV itself is returned to C<junk>.

In line 7, we make sure that the SV will have enough room to accommodate
the old string, the new string and the null terminator. If C<LEN> isn't
big enough, C<SvGROW> will reallocate space for us.

Now, if C<junk> is the same as the string we're trying to add, we can
grab the string directly from the SV; C<SvPVX> is the address of the PV
in the SV.

Line 10 does the actual catenation: the C<Move> macro moves a chunk of
memory around: we move the string C<ptr> to the end of the PV - that's
the start of the PV plus its current length. We're moving C<len> bytes
of type C<char>. After doing so, we need to tell Perl we've extended the
string, by altering C<CUR> to reflect the new length. C<SvEND> is a
macro which gives us the end of the string, so that needs to be a
C<"\0">.

Line 13 manipulates the flags; since we've changed the PV, any IV or NV
values will no longer be valid: if we have C<$a=10; $a.="6";> we don't
want to use the old IV of 10. C<SvPOK_only_utf8> is a special UTF8-aware
version of C<SvPOK_only>, a macro which turns off the IOK and NOK flags
and turns on POK. The final C<SvTAINT> is a macro which launders tainted
data if taint mode is turned on.

AVs and HVs are more complicated, but SVs are by far the most common
variable type being thrown around. Having seen something of how we
manipulate these, let's go on and look at how the op tree is
constructed.

=head2 Op Trees

First, what is the op tree, anyway? The op tree is the parsed
representation of your program, as we saw in our section on parsing, and
it's the sequence of operations that Perl goes through to execute your
program, as we saw in L</Running>.

An op is a fundamental operation that Perl can perform: all the built-in
functions and operators are ops, and there are a series of ops which
deal with concepts the interpreter needs internally - entering and
leaving a block, ending a statement, fetching a variable, and so on.

The op tree is connected in two ways: you can imagine that there are two
"routes" through it, two orders in which you can traverse the tree.
First, parse order reflects how the parser understood the code, and
secondly, execution order tells perl what order to perform the
operations in.

The easiest way to examine the op tree is to stop Perl after it has
finished parsing, and get it to dump out the tree. This is exactly what
the compiler backends L<B::Terse|B::Terse> and L<B::Debug|B::Debug> do.

Let's have a look at how Perl sees C<$a = $b + $c>:

     % perl -MO=Terse -e '$a=$b+$c'
     1  LISTOP (0x8179888) leave
     2      OP (0x81798b0) enter
     3      COP (0x8179850) nextstate
     4      BINOP (0x8179828) sassign
     5          BINOP (0x8179800) add [1]
     6              UNOP (0x81796e0) null [15]
     7                  SVOP (0x80fafe0) gvsv  GV (0x80fa4cc) *b
     8              UNOP (0x81797e0) null [15]
     9                  SVOP (0x8179700) gvsv  GV (0x80efeb0) *c
    10          UNOP (0x816b4f0) null [15]
    11              SVOP (0x816dcf0) gvsv  GV (0x80fa460) *a

Let's start in the middle, at line 4. This is a BINOP, a binary
operator, which is at location C<0x8179828>. The specific operator in
question is C<sassign> - scalar assignment - and you can find the code
which implements it in the function C<pp_sassign> in F<pp_hot.c>. As a
binary operator, it has two children: the add operator, providing the
result of C<$b+$c>, is uppermost on line 5, and the left hand side is on
line 10.

Line 10 is the null op: this does exactly nothing. What is that doing
there? If you see the null op, it's a sign that something has been
optimized away after parsing. As we mentioned in L</Optimization>,
the optimization stage sometimes converts two operations into one, for
example when fetching a scalar variable. When this happens, instead of
rewriting the op tree and cleaning up the dangling pointers, it's easier
just to replace the redundant operation with the null op. Originally,
the tree would have looked like this:

    10          SVOP (0x816b4f0) rv2sv [15]
    11              SVOP (0x816dcf0) gv  GV (0x80fa460) *a

That is, fetch the C<a> entry from the main symbol table, and then look
at the scalar component of it: C<gvsv> (C<pp_gvsv> into F<pp_hot.c>)
happens to do both these things.

The right hand side, starting at line 5 is similar to what we've just
seen: we have the C<add> op (C<pp_add> also in F<pp_hot.c>) add together
two C<gvsv>s.

Now, what's this about?

     1  LISTOP (0x8179888) leave
     2      OP (0x81798b0) enter
     3      COP (0x8179850) nextstate

C<enter> and C<leave> are scoping ops, and their job is to perform any
housekeeping every time you enter and leave a block: lexical variables
are tidied up, unreferenced variables are destroyed, and so on. Every
program will have those first three lines: C<leave> is a list, and its
children are all the statements in the block. Statements are delimited
by C<nextstate>, so a block is a collection of C<nextstate> ops, with
the ops to be performed for each statement being the children of
C<nextstate>. C<enter> is a single op which functions as a marker.

That's how Perl parsed the program, from top to bottom:

                        Program
                           |
                       Statement
                           |
                           =
                          / \
                         /   \
                        $a   +
                            / \
                          $b   $c

However, it's impossible to B<perform> the operations in this order:
you have to find the values of C<$b> and C<$c> before you add them
together, for instance. So, the other thread that runs through the op
tree is the execution order: each op has a field C<op_next> which points
to the next op to be run, so following these pointers tells us how perl
executes the code. We can traverse the tree in this order using
the C<exec> option to C<B::Terse>:

     % perl -MO=Terse,exec -e '$a=$b+$c'
     1  OP (0x8179928) enter
     2  COP (0x81798c8) nextstate
     3  SVOP (0x81796c8) gvsv  GV (0x80fa4d4) *b
     4  SVOP (0x8179798) gvsv  GV (0x80efeb0) *c
     5  BINOP (0x8179878) add [1]
     6  SVOP (0x816dd38) gvsv  GV (0x80fa468) *a
     7  BINOP (0x81798a0) sassign
     8  LISTOP (0x8179900) leave

This probably makes more sense for a human: enter a block, start a
statement. Get the values of C<$b> and C<$c>, and add them together.
Find C<$a>, and assign one to the other. Then leave.

The way Perl builds up these op trees in the parsing process can be
unravelled by examining F<perly.y>, the YACC grammar. Let's take the
piece we need to construct the tree for C<$a = $b + $c>

    1 term    :   term ASSIGNOP term
    2                { $$ = newASSIGNOP(OPf_STACKED, $1, $2, $3); }
    3         |   term ADDOP term
    4                { $$ = newBINOP($2, 0, scalar($1), scalar($3)); }

If you're not used to reading BNF grammars, this is how it works: You're
fed certain things by the tokeniser, which generally end up in upper
case. Here, C<ADDOP>, is provided when the tokeniser sees C<+> in your
code. C<ASSIGNOP> is provided when C<=> is used for assigning. These are
`terminal symbols', because you can't get any simpler than them.

The grammar, lines one and three of the snippet above, tells you how to
build up more complex forms. These complex forms, `non-terminal symbols'
are generally placed in lower case. C<term> here is a non-terminal
symbol, representing a single expression.

The grammar gives you the following rule: you can make the thing on the
left of the colon if you see all the things on the right in sequence.
This is called a "reduction", and the aim of parsing is to completely
reduce the input. There are several different ways you can perform a
reduction, separated by vertical bars: so, C<term> followed by C<=>
followed by C<term> makes a C<term>, and C<term> followed by C<+>
followed by C<term> can also make a C<term>.

So, if you see two terms with an C<=> or C<+>, between them, you can
turn them into a single expression. When you do this, you execute the
code in the block on the next line: if you see C<=>, you'll do the code
in line 2. If you see C<+>, you'll do the code in line 4. It's this code
which contributes to the op tree.

            |   term ADDOP term
            { $$ = newBINOP($2, 0, scalar($1), scalar($3)); }

What this does is creates a new binary op, and feeds it a number of
variables. The variables refer to the tokens: C<$1> is the first token in
the input, C<$2> the second, and so on - think regular expression
backreferences. C<$$> is the op returned from this reduction. So, we
call C<newBINOP> to create a new binary operator. The first parameter to
C<newBINOP>, a function in F<op.c>, is the op type. It's an addition
operator, so we want the type to be C<ADDOP>. We could specify this
directly, but it's right there as the second token in the input, so we
use C<$2>. The second parameter is the op's flags: 0 means `nothing
special'. Then the things to add: the left and right hand side of our
expression, in scalar context.

=head2 Stacks

When perl executes something like C<addop>, how does it pass on its
results to the next op? The answer is, through the use of stacks. Perl
has a number of stacks to store things it's currently working on, and
we'll look at the three most important ones here.

=over 3

=item Argument stack

Arguments are passed to PP code and returned from PP code using the
argument stack, C<ST>. The typical way to handle arguments is to pop
them off the stack, deal with them how you wish, and then push the result
back onto the stack. This is how, for instance, the cosine operator
works:

      NV value;
      value = POPn;
      value = Perl_cos(value);
      XPUSHn(value);

We'll see a more tricky example of this when we consider Perl's macros
below. C<POPn> gives you the NV (floating point value) of the top SV on
the stack: the C<$x> in C<cos($x)>. Then we compute the cosine, and push
the result back as an NV. The C<X> in C<XPUSHn> means that the stack
should be extended if necessary - it can't be necessary here, because we
know there's room for one more item on the stack, since we've just
removed one! The C<XPUSH*> macros at least guarantee safety.

Alternatively, you can fiddle with the stack directly: C<SP> gives you
the first element in your portion of the stack, and C<TOP*> gives you
the top SV/IV/NV/etc. on the stack. So, for instance, to do unary
negation of an integer:

     SETi(-TOPi);

Just set the integer value of the top stack entry to its negation.

Argument stack manipulation in the core is exactly the same as it is in
XSUBs - see L<perlxstut>, L<perlxs> and L<perlguts> for a longer
description of the macros used in stack manipulation.

=item Mark stack

I say `your portion of the stack' above because PP code doesn't
necessarily get the whole stack to itself: if your function calls
another function, you'll only want to expose the arguments aimed for the
called function, and not (necessarily) let it get at your own data. The
way we do this is to have a `virtual' bottom-of-stack, exposed to each
function. The mark stack keeps bookmarks to locations in the argument
stack usable by each function. For instance, when dealing with a tied
variable, (internally, something with `P' magic) Perl has to call
methods for accesses to the tied variables. However, we need to separate
the arguments exposed to the method to the argument exposed to the
original function - the store or fetch or whatever it may be. Here's how
the tied C<push> is implemented; see C<av_push> in F<av.c>:

     1	PUSHMARK(SP);
     2	EXTEND(SP,2);
     3	PUSHs(SvTIED_obj((SV*)av, mg));
     4	PUSHs(val);
     5	PUTBACK;
     6	ENTER;
     7	call_method("PUSH", G_SCALAR|G_DISCARD);
     8	LEAVE;
     9	POPSTACK;

The lines which concern the mark stack are the first, fifth and last
lines: they save away, restore and remove the current position of the
argument stack. 

Let's examine the whole implementation, for practice:

     1	PUSHMARK(SP);

Push the current state of the stack pointer onto the mark stack. This is
so that when we've finished adding items to the argument stack, Perl
knows how many things we've added recently.

     2	EXTEND(SP,2);
     3	PUSHs(SvTIED_obj((SV*)av, mg));
     4	PUSHs(val);

We're going to add two more items onto the argument stack: when you have
a tied array, the C<PUSH> subroutine receives the object and the value
to be pushed, and that's exactly what we have here - the tied object,
retrieved with C<SvTIED_obj>, and the value, the SV C<val>.

     5	PUTBACK;

Next we tell Perl to make the change to the global stack pointer: C<dSP>
only gave us a local copy, not a reference to the global.

     6	ENTER;
     7	call_method("PUSH", G_SCALAR|G_DISCARD);
     8	LEAVE;

C<ENTER> and C<LEAVE> localise a block of code - they make sure that all
variables are tidied up, everything that has been localised gets
its previous value returned, and so on. Think of them as the C<{> and
C<}> of a Perl block.

To actually do the magic method call, we have to call a subroutine in
Perl space: C<call_method> takes care of that, and it's described in
L<perlcall>. We call the C<PUSH> method in scalar context, and we're
going to discard its return value.

     9	POPSTACK;

Finally, we remove the value we placed on the mark stack, since we
don't need it any more.

=item Save stack

C doesn't have a concept of local scope, so perl provides one. We've
seen that C<ENTER> and C<LEAVE> are used as scoping braces; the save
stack implements the C equivalent of, for example:

    {
        local $foo = 42;
        ...
    }

See L<perlguts/Localising Changes> for how to use the save stack.

=back

=head2 Millions of Macros

One thing you'll notice about the Perl source is that it's full of
macros. Some have called the pervasive use of macros the hardest thing
to understand, others find it adds to clarity. Let's take an example,
the code which implements the addition operator:

   1  PP(pp_add)
   2  {
   3      dSP; dATARGET; tryAMAGICbin(add,opASSIGN);
   4      {
   5        dPOPTOPnnrl_ul;
   6        SETn( left + right );
   7        RETURN;
   8      }
   9  }

Every line here (apart from the braces, of course) contains a macro. The
first line sets up the function declaration as Perl expects for PP code;
line 3 sets up variable declarations for the argument stack and the
target, the return value of the operation. Finally, it tries to see if
the addition operation is overloaded; if so, the appropriate subroutine
is called.

Line 5 is another variable declaration - all variable declarations start
with C<d> - which pops from the top of the argument stack two NVs (hence
C<nn>) and puts them into the variables C<right> and C<left>, hence the
C<rl>. These are the two operands to the addition operator. Next, we
call C<SETn> to set the NV of the return value to the result of adding
the two values. This done, we return - the C<RETURN> macro makes sure
that our return value is properly handled, and we pass the next operator
to run back to the main run loop.

Most of these macros are explained in L<perlapi>, and some of the more
important ones are explained in L<perlxs> as well. Pay special attention
to L<perlguts/Background and PERL_IMPLICIT_CONTEXT> for information on
the C<[pad]THX_?> macros.


=head2 Poking at Perl

To really poke around with Perl, you'll probably want to build Perl for
debugging, like this:

    ./Configure -d -D optimize=-g
    make

C<-g> is a flag to the C compiler to have it produce debugging
information which will allow us to step through a running program.
F<Configure> will also turn on the C<DEBUGGING> compilation symbol which
enables all the internal debugging code in Perl. There are a whole bunch
of things you can debug with this: L<perlrun> lists them all, and the
best way to find out about them is to play about with them. The most
useful options are probably

    l  Context (loop) stack processing
    t  Trace execution
    o  Method and overloading resolution
    c  String/numeric conversions

Some of the functionality of the debugging code can be achieved using XS
modules.

    -Dr => use re 'debug'
    -Dx => use O 'Debug'

=head2 Using a source-level debugger

If the debugging output of C<-D> doesn't help you, it's time to step
through perl's execution with a source-level debugger.

=over 3

=item *

We'll use C<gdb> for our examples here; the principles will apply to any
debugger, but check the manual of the one you're using.

=back

To fire up the debugger, type

    gdb ./perl

You'll want to do that in your Perl source tree so the debugger can read
the source code. You should see the copyright message, followed by the
prompt.

    (gdb)

C<help> will get you into the documentation, but here are the most
useful commands:

=over 3

=item run [args]

Run the program with the given arguments.

=item break function_name

=item break source.c:xxx

Tells the debugger that we'll want to pause execution when we reach
either the named function (but see L<perlguts/Internal Functions>!) or the given
line in the named source file.

=item step

Steps through the program a line at a time.

=item next

Steps through the program a line at a time, without descending into
functions.

=item continue

Run until the next breakpoint.

=item finish

Run until the end of the current function, then stop again.

=item 'enter'

Just pressing Enter will do the most recent operation again - it's a
blessing when stepping through miles of source code.

=item print

Execute the given C code and print its results. B<WARNING>: Perl makes
heavy use of macros, and F<gdb> is not aware of macros. You'll have to
substitute them yourself. So, for instance, you can't say

    print SvPV_nolen(sv)

but you have to say

    print Perl_sv_2pv_nolen(sv)

You may find it helpful to have a "macro dictionary", which you can
produce by saying C<cpp -dM perl.c | sort>. Even then, F<cpp> won't
recursively apply the macros for you. 

=back

=head2 Dumping Perl Data Structures

One way to get around this macro hell is to use the dumping functions in
F<dump.c>; these work a little like an internal
L<Devel::Peek|Devel::Peek>, but they also cover OPs and other structures
that you can't get at from Perl. Let's take an example. We'll use the
C<$a = $b + $c> we used before, but give it a bit of context: 
C<$b = "6XXXX"; $c = 2.3;>. Where's a good place to stop and poke around?

What about C<pp_add>, the function we examined earlier to implement the
C<+> operator:

    (gdb) break Perl_pp_add
    Breakpoint 1 at 0x46249f: file pp_hot.c, line 309.

Notice we use C<Perl_pp_add> and not C<pp_add> - see L<perlguts/Internal Functions>.
With the breakpoint in place, we can run our program:

    (gdb) run -e '$b = "6XXXX"; $c = 2.3; $a = $b + $c'

Lots of junk will go past as gdb reads in the relevant source files and
libraries, and then:

    Breakpoint 1, Perl_pp_add () at pp_hot.c:309
    309         dSP; dATARGET; tryAMAGICbin(add,opASSIGN);
    (gdb) step
    311           dPOPTOPnnrl_ul;
    (gdb)

We looked at this bit of code before, and we said that C<dPOPTOPnnrl_ul>
arranges for two C<NV>s to be placed into C<left> and C<right> - let's
slightly expand it:

    #define dPOPTOPnnrl_ul  NV right = POPn; \
                            SV *leftsv = TOPs; \
                            NV left = USE_LEFT(leftsv) ? SvNV(leftsv) : 0.0

C<POPn> takes the SV from the top of the stack and obtains its NV either
directly (if C<SvNOK> is set) or by calling the C<sv_2nv> function.
C<TOPs> takes the next SV from the top of the stack - yes, C<POPn> uses
C<TOPs> - but doesn't remove it. We then use C<SvNV> to get the NV from
C<leftsv> in the same way as before - yes, C<POPn> uses C<SvNV>. 

Since we don't have an NV for C<$b>, we'll have to use C<sv_2nv> to
convert it. If we step again, we'll find ourselves there:

    Perl_sv_2nv (sv=0xa0675d0) at sv.c:1669
    1669        if (!sv)
    (gdb)

We can now use C<Perl_sv_dump> to investigate the SV:

    SV = PV(0xa057cc0) at 0xa0675d0
    REFCNT = 1
    FLAGS = (POK,pPOK)
    PV = 0xa06a510 "6XXXX"\0
    CUR = 5
    LEN = 6
    $1 = void

We know we're going to get C<6> from this, so let's finish the
subroutine:

    (gdb) finish
    Run till exit from #0  Perl_sv_2nv (sv=0xa0675d0) at sv.c:1671
    0x462669 in Perl_pp_add () at pp_hot.c:311
    311           dPOPTOPnnrl_ul;

We can also dump out this op: the current op is always stored in
C<PL_op>, and we can dump it with C<Perl_op_dump>. This'll give us
similar output to L<B::Debug|B::Debug>.

    {
    13  TYPE = add  ===> 14
        TARG = 1
        FLAGS = (SCALAR,KIDS)
        {
            TYPE = null  ===> (12)
              (was rv2sv)
            FLAGS = (SCALAR,KIDS)
            {
    11          TYPE = gvsv  ===> 12
                FLAGS = (SCALAR)
                GV = main::b
            }
        }

# finish this later #

=head2 Patching

All right, we've now had a look at how to navigate the Perl sources and
some things you'll need to know when fiddling with them. Let's now get
on and create a simple patch. Here's something Larry suggested: if a
C<U> is the first active format during a C<pack>, (for example, 
C<pack "U3C8", @stuff>) then the resulting string should be treated as
UTF8 encoded.

How do we prepare to fix this up? First we locate the code in question -
the C<pack> happens at runtime, so it's going to be in one of the F<pp>
files. Sure enough, C<pp_pack> is in F<pp.c>. Since we're going to be
altering this file, let's copy it to F<pp.c~>.

[Well, it was in F<pp.c> when this tutorial was written. It has now been
split off with C<pp_unpack> to its own file, F<pp_pack.c>]

Now let's look over C<pp_pack>: we take a pattern into C<pat>, and then
loop over the pattern, taking each format character in turn into
C<datum_type>. Then for each possible format character, we swallow up
the other arguments in the pattern (a field width, an asterisk, and so
on) and convert the next chunk input into the specified format, adding
it onto the output SV C<cat>.

How do we know if the C<U> is the first format in the C<pat>? Well, if
we have a pointer to the start of C<pat> then, if we see a C<U> we can
test whether we're still at the start of the string. So, here's where
C<pat> is set up:

    STRLEN fromlen;
    register char *pat = SvPVx(*++MARK, fromlen);
    register char *patend = pat + fromlen;
    register I32 len;
    I32 datumtype;
    SV *fromstr;

We'll have another string pointer in there:

    STRLEN fromlen;
    register char *pat = SvPVx(*++MARK, fromlen);
    register char *patend = pat + fromlen;
 +  char *patcopy;
    register I32 len;
    I32 datumtype;
    SV *fromstr;

And just before we start the loop, we'll set C<patcopy> to be the start
of C<pat>:

    items = SP - MARK;
    MARK++;
    sv_setpvn(cat, "", 0);
 +  patcopy = pat;
    while (pat < patend) {

Now if we see a C<U> which was at the start of the string, we turn on
the UTF8 flag for the output SV, C<cat>:

 +  if (datumtype == 'U' && pat==patcopy+1)
 +      SvUTF8_on(cat);
    if (datumtype == '#') {
        while (pat < patend && *pat != '\n')
            pat++;

Remember that it has to be C<patcopy+1> because the first character of
the string is the C<U> which has been swallowed into C<datumtype!>

Oops, we forgot one thing: what if there are spaces at the start of the
pattern? C<pack("  U*", @stuff)> will have C<U> as the first active
character, even though it's not the first thing in the pattern. In this
case, we have to advance C<patcopy> along with C<pat> when we see spaces:

    if (isSPACE(datumtype))
        continue;

needs to become

    if (isSPACE(datumtype)) {
        patcopy++;
        continue;
    }

OK. That's the C part done. Now we must do two additional things before
this patch is ready to go: we've changed the behaviour of Perl, and so
we must document that change. We must also provide some more regression
tests to make sure our patch works and doesn't create a bug somewhere
else along the line.

The regression tests for each operator live in F<t/op/>, and so we
make a copy of F<t/op/pack.t> to F<t/op/pack.t~>. Now we can add our
tests to the end. First, we'll test that the C<U> does indeed create
Unicode strings.  

t/op/pack.t has a sensible ok() function, but if it didn't we could
use the one from t/test.pl.

 require './test.pl';
 plan( tests => 159 );

so instead of this:

 print 'not ' unless "1.20.300.4000" eq sprintf "%vd", pack("U*",1,20,300,4000);
 print "ok $test\n"; $test++;

we can write the more sensible (see L<Test::More> for a full
explanation of is() and other testing functions).

 is( "1.20.300.4000", sprintf "%vd", pack("U*",1,20,300,4000), 
                                       "U* produces unicode" );

Now we'll test that we got that space-at-the-beginning business right:

 is( "1.20.300.4000", sprintf "%vd", pack("  U*",1,20,300,4000),
                                       "  with spaces at the beginning" );

And finally we'll test that we don't make Unicode strings if C<U> is B<not>
the first active format:

 isnt( v1.20.300.4000, sprintf "%vd", pack("C0U*",1,20,300,4000),
                                       "U* not first isn't unicode" );

Mustn't forget to change the number of tests which appears at the top,
or else the automated tester will get confused.  This will either look
like this:

 print "1..156\n";

or this:

 plan( tests => 156 );

We now compile up Perl, and run it through the test suite. Our new
tests pass, hooray!

Finally, the documentation. The job is never done until the paperwork is
over, so let's describe the change we've just made. The relevant place
is F<pod/perlfunc.pod>; again, we make a copy, and then we'll insert
this text in the description of C<pack>:

 =item *

 If the pattern begins with a C<U>, the resulting string will be treated
 as Unicode-encoded. You can force UTF8 encoding on in a string with an
 initial C<U0>, and the bytes that follow will be interpreted as Unicode
 characters. If you don't want this to happen, you can begin your pattern
 with C<C0> (or anything else) to force Perl not to UTF8 encode your
 string, and then follow this with a C<U*> somewhere in your pattern.

All done. Now let's create the patch. F<Porting/patching.pod> tells us
that if we're making major changes, we should copy the entire directory
to somewhere safe before we begin fiddling, and then do

    diff -ruN old new > patch

However, we know which files we've changed, and we can simply do this:

    diff -u pp.c~             pp.c             >  patch
    diff -u t/op/pack.t~      t/op/pack.t      >> patch
    diff -u pod/perlfunc.pod~ pod/perlfunc.pod >> patch

We end up with a patch looking a little like this:

    --- pp.c~       Fri Jun 02 04:34:10 2000
    +++ pp.c        Fri Jun 16 11:37:25 2000
    @@ -4375,6 +4375,7 @@
         register I32 items;
         STRLEN fromlen;
         register char *pat = SvPVx(*++MARK, fromlen);
    +    char *patcopy;
         register char *patend = pat + fromlen;
         register I32 len;
         I32 datumtype;
    @@ -4405,6 +4406,7 @@
    ...

And finally, we submit it, with our rationale, to perl5-porters. Job
done!

=head2 Patching a core module

This works just like patching anything else, with an extra
consideration.  Many core modules also live on CPAN.  If this is so,
patch the CPAN version instead of the core and send the patch off to
the module maintainer (with a copy to p5p).  This will help the module
maintainer keep the CPAN version in sync with the core version without
constantly scanning p5p.

=head2 Adding a new function to the core

If, as part of a patch to fix a bug, or just because you have an
especially good idea, you decide to add a new function to the core,
discuss your ideas on p5p well before you start work.  It may be that
someone else has already attempted to do what you are considering and
can give lots of good advice or even provide you with bits of code
that they already started (but never finished).

You have to follow all of the advice given above for patching.  It is
extremely important to test any addition thoroughly and add new tests
to explore all boundary conditions that your new function is expected
to handle.  If your new function is used only by one module (e.g. toke),
then it should probably be named S_your_function (for static); on the
other hand, if you expect it to accessible from other functions in
Perl, you should name it Perl_your_function.  See L<perlguts/Internal Functions>
for more details.

The location of any new code is also an important consideration.  Don't
just create a new top level .c file and put your code there; you would
have to make changes to Configure (so the Makefile is created properly),
as well as possibly lots of include files.  This is strictly pumpking
business.

It is better to add your function to one of the existing top level
source code files, but your choice is complicated by the nature of
the Perl distribution.  Only the files that are marked as compiled
static are located in the perl executable.  Everything else is located
in the shared library (or DLL if you are running under WIN32).  So,
for example, if a function was only used by functions located in
toke.c, then your code can go in toke.c.  If, however, you want to call
the function from universal.c, then you should put your code in another
location, for example util.c.

In addition to writing your c-code, you will need to create an
appropriate entry in embed.pl describing your function, then run
'make regen_headers' to create the entries in the numerous header
files that perl needs to compile correctly.  See L<perlguts/Internal Functions>
for information on the various options that you can set in embed.pl.
You will forget to do this a few (or many) times and you will get
warnings during the compilation phase.  Make sure that you mention
this when you post your patch to P5P; the pumpking needs to know this.

When you write your new code, please be conscious of existing code
conventions used in the perl source files.  See <perlstyle> for
details.  Although most of the guidelines discussed seem to focus on
Perl code, rather than c, they all apply (except when they don't ;).
See also I<Porting/patching.pod> file in the Perl source distribution
for lots of details about both formatting and submitting patches of
your changes.

Lastly, TEST TEST TEST TEST TEST any code before posting to p5p.
Test on as many platforms as you can find.  Test as many perl
Configure options as you can (e.g. MULTIPLICITY).  If you have
profiling or memory tools, see L<EXTERNAL TOOLS FOR DEBUGGING PERL>
below for how to use them to further test your code.  Remember that
most of the people on P5P are doing this on their own time and
don't have the time to debug your code.

=head2 Writing a test

Every module and built-in function has an associated test file (or
should...).  If you add or change functionality, you have to write a
test.  If you fix a bug, you have to write a test so that bug never
comes back.  If you alter the docs, it would be nice to test what the
new documentation says.

In short, if you submit a patch you probably also have to patch the
tests.

For modules, the test file is right next to the module itself.
F<lib/strict.t> tests F<lib/strict.pm>.  This is a recent innovation,
so there are some snags (and it would be wonderful for you to brush
them out), but it basically works that way.  Everything else lives in
F<t/>.

=over 3

=item F<t/base/>

Testing of the absolute basic functionality of Perl.  Things like
C<if>, basic file reads and writes, simple regexes, etc.  These are
run first in the test suite and if any of them fail, something is
I<really> broken.

=item F<t/cmd/>

These test the basic control structures, C<if/else>, C<while>,
subroutines, etc.

=item F<t/comp/>

Tests basic issues of how Perl parses and compiles itself.

=item F<t/io/>

Tests for built-in IO functions, including command line arguments.

=item F<t/lib/>

The old home for the module tests, you shouldn't put anything new in
here.  There are still some bits and pieces hanging around in here
that need to be moved.  Perhaps you could move them?  Thanks!

=item F<t/op/>

Tests for perl's built in functions that don't fit into any of the
other directories.

=item F<t/pod/>

Tests for POD directives.  There are still some tests for the Pod
modules hanging around in here that need to be moved out into F<lib/>.

=item F<t/run/>

Testing features of how perl actually runs, including exit codes and
handling of PERL* environment variables.

=back

The core uses the same testing style as the rest of Perl, a simple
"ok/not ok" run through Test::Harness, but there are a few special
considerations.

There are three ways to write a test in the core.  Test::More,
t/test.pl and ad hoc C<print $test ? "ok 42\n" : "not ok 42\n">.  The
decision of which to use depends on what part of the test suite you're
working on.  This is a measure to prevent a high-level failure (such
as Config.pm breaking) from causing basic functionality tests to fail.

=over 4 

=item t/base t/comp

Since we don't know if require works, or even subroutines, use ad hoc
tests for these two.  Step carefully to avoid using the feature being
tested.

=item t/cmd t/run t/io t/op

Now that basic require() and subroutines are tested, you can use the
t/test.pl library which emulates the important features of Test::More
while using a minimum of core features.

You can also conditionally use certain libraries like Config, but be
sure to skip the test gracefully if it's not there.

=item t/lib ext lib

Now that the core of Perl is tested, Test::More can be used.  You can
also use the full suite of core modules in the tests.

=back

When you say "make test" Perl uses the F<t/TEST> program to run the
test suite.  All tests are run from the F<t/> directory, B<not> the
directory which contains the test.  This causes some problems with the
tests in F<lib/>, so here's some opportunity for some patching.

You must be triply conscious of cross-platform concerns.  This usually
boils down to using File::Spec and avoiding things like C<fork()> and
C<system()> unless absolutely necessary.


=head1 EXTERNAL TOOLS FOR DEBUGGING PERL

Sometimes it helps to use external tools while debugging and
testing Perl.  This section tries to guide you through using
some common testing and debugging tools with Perl.  This is
meant as a guide to interfacing these tools with Perl, not
as any kind of guide to the use of the tools themselves.

=head2 Rational Software's Purify

Purify is a commercial tool that is helpful in identifying
memory overruns, wild pointers, memory leaks and other such
badness.  Perl must be compiled in a specific way for
optimal testing with Purify.  Purify is available under
Windows NT, Solaris, HP-UX, SGI, and Siemens Unix.

The only currently known leaks happen when there are
compile-time errors within eval or require.  (Fixing these
is non-trivial, unfortunately, but they must be fixed
eventually.)

=head2 Purify on Unix

On Unix, Purify creates a new Perl binary.  To get the most
benefit out of Purify, you should create the perl to Purify
using:

    sh Configure -Accflags=-DPURIFY -Doptimize='-g' \
     -Uusemymalloc -Dusemultiplicity

where these arguments mean:

=over 4

=item -Accflags=-DPURIFY

Disables Perl's arena memory allocation functions, as well as
forcing use of memory allocation functions derived from the
system malloc.

=item -Doptimize='-g'

Adds debugging information so that you see the exact source
statements where the problem occurs.  Without this flag, all
you will see is the source filename of where the error occurred.

=item -Uusemymalloc

Disable Perl's malloc so that Purify can more closely monitor
allocations and leaks.  Using Perl's malloc will make Purify
report most leaks in the "potential" leaks category.

=item -Dusemultiplicity

Enabling the multiplicity option allows perl to clean up
thoroughly when the interpreter shuts down, which reduces the
number of bogus leak reports from Purify.

=back

Once you've compiled a perl suitable for Purify'ing, then you
can just:

    make pureperl   

which creates a binary named 'pureperl' that has been Purify'ed.
This binary is used in place of the standard 'perl' binary
when you want to debug Perl memory problems.

As an example, to show any memory leaks produced during the
standard Perl testset you would create and run the Purify'ed
perl as:

    make pureperl
    cd t
    ../pureperl -I../lib harness 

which would run Perl on test.pl and report any memory problems.

Purify outputs messages in "Viewer" windows by default.  If
you don't have a windowing environment or if you simply
want the Purify output to unobtrusively go to a log file
instead of to the interactive window, use these following
options to output to the log file "perl.log":

    setenv PURIFYOPTIONS "-chain-length=25 -windows=no \
     -log-file=perl.log -append-logfile=yes"

If you plan to use the "Viewer" windows, then you only need this option:

    setenv PURIFYOPTIONS "-chain-length=25"

=head2 Purify on NT

Purify on Windows NT instruments the Perl binary 'perl.exe'
on the fly.  There are several options in the makefile you
should change to get the most use out of Purify:

=over 4

=item DEFINES

You should add -DPURIFY to the DEFINES line so the DEFINES
line looks something like:

    DEFINES = -DWIN32 -D_CONSOLE -DNO_STRICT $(CRYPT_FLAG) -DPURIFY=1 

to disable Perl's arena memory allocation functions, as
well as to force use of memory allocation functions derived
from the system malloc.

=item USE_MULTI = define

Enabling the multiplicity option allows perl to clean up
thoroughly when the interpreter shuts down, which reduces the
number of bogus leak reports from Purify.

=item #PERL_MALLOC = define

Disable Perl's malloc so that Purify can more closely monitor
allocations and leaks.  Using Perl's malloc will make Purify
report most leaks in the "potential" leaks category.

=item CFG = Debug

Adds debugging information so that you see the exact source
statements where the problem occurs.  Without this flag, all
you will see is the source filename of where the error occurred.

=back

As an example, to show any memory leaks produced during the
standard Perl testset you would create and run Purify as:

    cd win32
    make
    cd ../t
    purify ../perl -I../lib harness 

which would instrument Perl in memory, run Perl on test.pl,
then finally report any memory problems.

=head2 Compaq's/Digital's Third Degree

Third Degree is a tool for memory leak detection and memory access checks.
It is one of the many tools in the ATOM toolkit.  The toolkit is only
available on Tru64 (formerly known as Digital UNIX formerly known as
DEC OSF/1).

When building Perl, you must first run Configure with -Doptimize=-g
and -Uusemymalloc flags, after that you can use the make targets
"perl.third" and "test.third".  (What is required is that Perl must be
compiled using the C<-g> flag, you may need to re-Configure.)

The short story is that with "atom" you can instrument the Perl
executable to create a new executable called F<perl.third>.  When the
instrumented executable is run, it creates a log of dubious memory
traffic in file called F<perl.3log>.  See the manual pages of atom and
third for more information.  The most extensive Third Degree
documentation is available in the Compaq "Tru64 UNIX Programmer's
Guide", chapter "Debugging Programs with Third Degree".

The "test.third" leaves a lot of files named F<perl.3log.*> in the t/
subdirectory.  There is a problem with these files: Third Degree is so
effective that it finds problems also in the system libraries.
Therefore there are certain types of errors that you should ignore in
your debugging.  Errors with stack traces matching

    __actual_atof|__catgets|_doprnt|__exc_|__exec|_findio|__localtime|setlocale|__sia_|__strxfrm

(all in libc.so) are known to be non-serious.  You can also
ignore the combinations

    Perl_gv_fetchfile() calling strcpy()
    S_doopen_pmc() calling strcmp()

causing "rih" (reading invalid heap) errors.

There are also leaks that for given certain definition of a leak,
aren't.  See L</PERL_DESTRUCT_LEVEL> for more information.

=head2 PERL_DESTRUCT_LEVEL

If you want to run any of the tests yourself manually using the
pureperl or perl.third executables, please note that by default
perl B<does not> explicitly cleanup all the memory it has allocated
(such as global memory arenas) but instead lets the exit() of
the whole program "take care" of such allocations, also known
as "global destruction of objects".

There is a way to tell perl to do complete cleanup: set the
environment variable PERL_DESTRUCT_LEVEL to a non-zero value.
The t/TEST wrapper does set this to 2, and this is what you
need to do too, if you don't want to see the "global leaks":

	PERL_DESTRUCT_LEVEL=2 ./perl.third t/foo/bar.t

=head2 Profiling

Depending on your platform there are various of profiling Perl.

There are two commonly used techniques of profiling executables:
I<statistical time-sampling> and I<basic-block counting>.

The first method takes periodically samples of the CPU program
counter, and since the program counter can be correlated with the code
generated for functions, we get a statistical view of in which
functions the program is spending its time.  The caveats are that very
small/fast functions have lower probability of showing up in the
profile, and that periodically interrupting the program (this is
usually done rather frequently, in the scale of milliseconds) imposes
an additional overhead that may skew the results.  The first problem
can be alleviated by running the code for longer (in general this is a
good idea for profiling), the second problem is usually kept in guard
by the profiling tools themselves.

The second method divides up the generated code into I<basic blocks>.
Basic blocks are sections of code that are entered only in the
beginning and exited only at the end.  For example, a conditional jump
starts a basic block.  Basic block profiling usually works by
I<instrumenting> the code by adding I<enter basic block #nnnn>
book-keeping code to the generated code.  During the execution of the
code the basic block counters are then updated appropriately.  The
caveat is that the added extra code can skew the results: again, the
profiling tools usually try to factor their own effects out of the
results.

=head2 Gprof Profiling

gprof is a profiling tool available in many UNIX platforms,
it uses F<statistical time-sampling>.

You can build a profiled version of perl called "perl.gprof" by
invoking the make target "perl.gprof"  (What is required is that Perl
must be compiled using the C<-pg> flag, you may need to re-Configure).
Running the profiled version of Perl will create an output file called
F<gmon.out> is created which contains the profiling data collected
during the execution.

The gprof tool can then display the collected data in various ways.
Usually gprof understands the following options:

=over 4

=item -a

Suppress statically defined functions from the profile.

=item -b

Suppress the verbose descriptions in the profile.

=item -e routine

Exclude the given routine and its descendants from the profile.

=item -f routine

Display only the given routine and its descendants in the profile.

=item -s

Generate a summary file called F<gmon.sum> which then may be given
to subsequent gprof runs to accumulate data over several runs.

=item -z

Display routines that have zero usage.

=back

For more detailed explanation of the available commands and output
formats, see your own local documentation of gprof.

=head2 GCC gcov Profiling

Starting from GCC 3.0 I<basic block profiling> is officially available
for the GNU CC.

You can build a profiled version of perl called F<perl.gcov> by
invoking the make target "perl.gcov" (what is required that Perl must
be compiled using gcc with the flags C<-fprofile-arcs
-ftest-coverage>, you may need to re-Configure).

Running the profiled version of Perl will cause profile output to be
generated.  For each source file an accompanying ".da" file will be
created.

To display the results you use the "gcov" utility (which should
be installed if you have gcc 3.0 or newer installed).  F<gcov> is
run on source code files, like this

    gcov sv.c

which will cause F<sv.c.gcov> to be created.  The F<.gcov> files
contain the source code annotated with relative frequencies of
execution indicated by "#" markers.

Useful options of F<gcov> include C<-b> which will summarise the
basic block, branch, and function call coverage, and C<-c> which
instead of relative frequencies will use the actual counts.  For
more information on the use of F<gcov> and basic block profiling
with gcc, see the latest GNU CC manual, as of GCC 3.0 see

    http://gcc.gnu.org/onlinedocs/gcc-3.0/gcc.html

and its section titled "8. gcov: a Test Coverage Program"

    http://gcc.gnu.org/onlinedocs/gcc-3.0/gcc_8.html#SEC132

=head2 Pixie Profiling

Pixie is a profiling tool available on IRIX and Tru64 (aka Digital
UNIX aka DEC OSF/1) platforms.  Pixie does its profiling using
I<basic-block counting>.

You can build a profiled version of perl called F<perl.pixie> by
invoking the make target "perl.pixie" (what is required is that Perl
must be compiled using the C<-g> flag, you may need to re-Configure).

In Tru64 a file called F<perl.Addrs> will also be silently created,
this file contains the addresses of the basic blocks.  Running the
profiled version of Perl will create a new file called "perl.Counts"
which contains the counts for the basic block for that particular
program execution.

To display the results you use the F<prof> utility.  The exact
incantation depends on your operating system, "prof perl.Counts" in
IRIX, and "prof -pixie -all -L. perl" in Tru64.

In IRIX the following prof options are available:

=over 4

=item -h

Reports the most heavily used lines in descending order of use.
Useful for finding the hotspot lines.

=item -l

Groups lines by procedure, with procedures sorted in descending order of use.
Within a procedure, lines are listed in source order.
Useful for finding the hotspots of procedures.

=back

In Tru64 the following options are available:

=over 4

=item -p[rocedures]

Procedures sorted in descending order by the number of cycles executed
in each procedure.  Useful for finding the hotspot procedures.
(This is the default option.)

=item -h[eavy]

Lines sorted in descending order by the number of cycles executed in
each line.  Useful for finding the hotspot lines.

=item -i[nvocations]

The called procedures are sorted in descending order by number of calls
made to the procedures.  Useful for finding the most used procedures.

=item -l[ines]

Grouped by procedure, sorted by cycles executed per procedure.
Useful for finding the hotspots of procedures.

=item -testcoverage

The compiler emitted code for these lines, but the code was unexecuted.

=item -z[ero]

Unexecuted procedures.

=back

For further information, see your system's manual pages for pixie and prof.

=head2 CONCLUSION

We've had a brief look around the Perl source, an overview of the stages
F<perl> goes through when it's running your code, and how to use a
debugger to poke at the Perl guts. We took a very simple problem and
demonstrated how to solve it fully - with documentation, regression
tests, and finally a patch for submission to p5p.  Finally, we talked
about how to use external tools to debug and test Perl.

I'd now suggest you read over those references again, and then, as soon
as possible, get your hands dirty. The best way to learn is by doing,
so: 

=over 3

=item *

Subscribe to perl5-porters, follow the patches and try and understand
them; don't be afraid to ask if there's a portion you're not clear on -
who knows, you may unearth a bug in the patch...

=item *

Keep up to date with the bleeding edge Perl distributions and get
familiar with the changes. Try and get an idea of what areas people are
working on and the changes they're making.

=item *

Do read the README associated with your operating system, e.g. README.aix
on the IBM AIX OS. Don't hesitate to supply patches to that README if
you find anything missing or changed over a new OS release.

=item *

Find an area of Perl that seems interesting to you, and see if you can
work out how it works. Scan through the source, and step over it in the
debugger. Play, poke, investigate, fiddle! You'll probably get to
understand not just your chosen area but a much wider range of F<perl>'s
activity as well, and probably sooner than you'd think.

=back

=over 3

=item I<The Road goes ever on and on, down from the door where it began.>

=back

If you can do these things, you've started on the long road to Perl porting. 
Thanks for wanting to help make Perl better - and happy hacking!

=head1 AUTHOR

This document was written by Nathan Torkington, and is maintained by
the perl5-porters mailing list.