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-Your friendly guide to hacking and navigating the regex library.
-
-This guide assumes familiarity with Rust and Cargo, and at least a perusal of
-the user facing documentation for this crate.
-
-If you're looking for background on the implementation in this library, then
-you can do no better than Russ Cox's article series on implementing regular
-expressions using finite automata: https://swtch.com/~rsc/regexp/
-
-
-## Architecture overview
-
-As you probably already know, this library executes regular expressions using
-finite automata. In particular, a design goal is to make searching linear
-with respect to both the regular expression and the text being searched.
-Meeting that design goal on its own is not so hard and can be done with an
-implementation of the Pike VM (similar to Thompson's construction, but supports
-capturing groups), as described in: https://swtch.com/~rsc/regexp/regexp2.html
---- This library contains such an implementation in src/pikevm.rs.
-
-Making it fast is harder. One of the key problems with the Pike VM is that it
-can be in more than one state at any point in time, and must shuffle capture
-positions between them. The Pike VM also spends a lot of time following the
-same epsilon transitions over and over again. We can employ one trick to
-speed up the Pike VM: extract one or more literal prefixes from the regular
-expression and execute specialized code to quickly find matches of those
-prefixes in the search text. The Pike VM can then be avoided for most the
-search, and instead only executed when a prefix is found. The code to find
-prefixes is in the regex-syntax crate (in this repository). The code to search
-for literals is in src/literals.rs. When more than one literal prefix is found,
-we fall back to an Aho-Corasick DFA using the aho-corasick crate. For one
-literal, we use a variant of the Boyer-Moore algorithm. Both Aho-Corasick and
-Boyer-Moore use `memchr` when appropriate. The Boyer-Moore variant in this
-library also uses elementary frequency analysis to choose the right byte to run
-`memchr` with.
-
-Of course, detecting prefix literals can only take us so far. Not all regular
-expressions have literal prefixes. To remedy this, we try another approach
-to executing the Pike VM: backtracking, whose implementation can be found in
-src/backtrack.rs. One reason why backtracking can be faster is that it avoids
-excessive shuffling of capture groups. Of course, backtracking is susceptible
-to exponential runtimes, so we keep track of every state we've visited to make
-sure we never visit it again. This guarantees linear time execution, but we
-pay for it with the memory required to track visited states. Because of the
-memory requirement, we only use this engine on small search strings *and* small
-regular expressions.
-
-Lastly, the real workhorse of this library is the "lazy" DFA in src/dfa.rs.
-It is distinct from the Pike VM in that the DFA is explicitly represented in
-memory and is only ever in one state at a time. It is said to be "lazy" because
-the DFA is computed as text is searched, where each byte in the search text
-results in at most one new DFA state. It is made fast by caching states. DFAs
-are susceptible to exponential state blow up (where the worst case is computing
-a new state for every input byte, regardless of what's in the state cache). To
-avoid using a lot of memory, the lazy DFA uses a bounded cache. Once the cache
-is full, it is wiped and state computation starts over again. If the cache is
-wiped too frequently, then the DFA gives up and searching falls back to one of
-the aforementioned algorithms.
-
-All of the above matching engines expose precisely the same matching semantics.
-This is indeed tested. (See the section below about testing.)
-
-The following sub-sections describe the rest of the library and how each of the
-matching engines are actually used.
-
-### Parsing
-
-Regular expressions are parsed using the regex-syntax crate, which is
-maintained in this repository. The regex-syntax crate defines an abstract
-syntax and provides very detailed error messages when a parse error is
-encountered. Parsing is done in a separate crate so that others may benefit
-from its existence, and because it is relatively divorced from the rest of the
-regex library.
-
-The regex-syntax crate also provides sophisticated support for extracting
-prefix and suffix literals from regular expressions.
-
-### Compilation
-
-The compiler is in src/compile.rs. The input to the compiler is some abstract
-syntax for a regular expression and the output is a sequence of opcodes that
-matching engines use to execute a search. (One can think of matching engines as
-mini virtual machines.) The sequence of opcodes is a particular encoding of a
-non-deterministic finite automaton. In particular, the opcodes explicitly rely
-on epsilon transitions.
-
-Consider a simple regular expression like `a|b`. Its compiled form looks like
-this:
-
- 000 Save(0)
- 001 Split(2, 3)
- 002 'a' (goto: 4)
- 003 'b'
- 004 Save(1)
- 005 Match
-
-The first column is the instruction pointer and the second column is the
-instruction. Save instructions indicate that the current position in the input
-should be stored in a captured location. Split instructions represent a binary
-branch in the program (i.e., epsilon transitions). The instructions `'a'` and
-`'b'` indicate that the literal bytes `'a'` or `'b'` should match.
-
-In older versions of this library, the compilation looked like this:
-
- 000 Save(0)
- 001 Split(2, 3)
- 002 'a'
- 003 Jump(5)
- 004 'b'
- 005 Save(1)
- 006 Match
-
-In particular, empty instructions that merely served to move execution from one
-point in the program to another were removed. Instead, every instruction has a
-`goto` pointer embedded into it. This resulted in a small performance boost for
-the Pike VM, because it was one fewer epsilon transition that it had to follow.
-
-There exist more instructions and they are defined and documented in
-src/prog.rs.
-
-Compilation has several knobs and a few unfortunately complicated invariants.
-Namely, the output of compilation can be one of two types of programs: a
-program that executes on Unicode scalar values or a program that executes
-on raw bytes. In the former case, the matching engine is responsible for
-performing UTF-8 decoding and executing instructions using Unicode codepoints.
-In the latter case, the program handles UTF-8 decoding implicitly, so that the
-matching engine can execute on raw bytes. All matching engines can execute
-either Unicode or byte based programs except for the lazy DFA, which requires
-byte based programs. In general, both representations were kept because (1) the
-lazy DFA requires byte based programs so that states can be encoded in a memory
-efficient manner and (2) the Pike VM benefits greatly from inlining Unicode
-character classes into fewer instructions as it results in fewer epsilon
-transitions.
-
-N.B. UTF-8 decoding is built into the compiled program by making use of the
-utf8-ranges crate. The compiler in this library factors out common suffixes to
-reduce the size of huge character classes (e.g., `\pL`).
-
-A regrettable consequence of this split in instruction sets is we generally
-need to compile two programs; one for NFA execution and one for the lazy DFA.
-
-In fact, it is worse than that: the lazy DFA is not capable of finding the
-starting location of a match in a single scan, and must instead execute a
-backwards search after finding the end location. To execute a backwards search,
-we must have compiled the regular expression *in reverse*.
-
-This means that every compilation of a regular expression generally results in
-three distinct programs. It would be possible to lazily compile the Unicode
-program, since it is never needed if (1) the regular expression uses no word
-boundary assertions and (2) the caller never asks for sub-capture locations.
-
-### Execution
-
-At the time of writing, there are four matching engines in this library:
-
-1. The Pike VM (supports captures).
-2. Bounded backtracking (supports captures).
-3. Literal substring or multi-substring search.
-4. Lazy DFA (no support for Unicode word boundary assertions).
-
-Only the first two matching engines are capable of executing every regular
-expression program. They also happen to be the slowest, which means we need
-some logic that (1) knows various facts about the regular expression and (2)
-knows what the caller wants. Using this information, we can determine which
-engine (or engines) to use.
-
-The logic for choosing which engine to execute is in src/exec.rs and is
-documented on the Exec type. Exec values contain regular expression Programs
-(defined in src/prog.rs), which contain all the necessary tidbits for actually
-executing a regular expression on search text.
-
-For the most part, the execution logic is straight-forward and follows the
-limitations of each engine described above pretty faithfully. The hairiest
-part of src/exec.rs by far is the execution of the lazy DFA, since it requires
-a forwards and backwards search, and then falls back to either the Pike VM or
-backtracking if the caller requested capture locations.
-
-The Exec type also contains mutable scratch space for each type of matching
-engine. This scratch space is used during search (for example, for the lazy
-DFA, it contains compiled states that are reused on subsequent searches).
-
-### Programs
-
-A regular expression program is essentially a sequence of opcodes produced by
-the compiler plus various facts about the regular expression (such as whether
-it is anchored, its capture names, etc.).
-
-### The regex! macro
-
-The `regex!` macro no longer exists. It was developed in a bygone era as a
-compiler plugin during the infancy of the regex crate. Back then, then only
-matching engine in the crate was the Pike VM. The `regex!` macro was, itself,
-also a Pike VM. The only advantages it offered over the dynamic Pike VM that
-was built at runtime were the following:
-
- 1. Syntax checking was done at compile time. Your Rust program wouldn't
- compile if your regex didn't compile.
- 2. Reduction of overhead that was proportional to the size of the regex.
- For the most part, this overhead consisted of heap allocation, which
- was nearly eliminated in the compiler plugin.
-
-The main takeaway here is that the compiler plugin was a marginally faster
-version of a slow regex engine. As the regex crate evolved, it grew other regex
-engines (DFA, bounded backtracker) and sophisticated literal optimizations.
-The regex macro didn't keep pace, and it therefore became (dramatically) slower
-than the dynamic engines. The only reason left to use it was for the compile
-time guarantee that your regex is correct. Fortunately, Clippy (the Rust lint
-tool) has a lint that checks your regular expression validity, which mostly
-replaces that use case.
-
-Additionally, the regex compiler plugin stopped receiving maintenance. Nobody
-complained. At that point, it seemed prudent to just remove it.
-
-Will a compiler plugin be brought back? The future is murky, but there is
-definitely an opportunity there to build something that is faster than the
-dynamic engines in some cases. But it will be challenging! As of now, there
-are no plans to work on this.
-
-
-## Testing
-
-A key aspect of any mature regex library is its test suite. A subset of the
-tests in this library come from Glenn Fowler's AT&T test suite (its online
-presence seems gone at the time of writing). The source of the test suite is
-located in src/testdata. The scripts/regex-match-tests.py takes the test suite
-in src/testdata and generates tests/matches.rs.
-
-There are also many other manually crafted tests and regression tests in
-tests/tests.rs. Some of these tests were taken from RE2.
-
-The biggest source of complexity in the tests is related to answering this
-question: how can we reuse the tests to check all of our matching engines? One
-approach would have been to encode every test into some kind of format (like
-the AT&T test suite) and code generate tests for each matching engine. The
-approach we use in this library is to create a Cargo.toml entry point for each
-matching engine we want to test. The entry points are:
-
-* `tests/test_default.rs` - tests `Regex::new`
-* `tests/test_default_bytes.rs` - tests `bytes::Regex::new`
-* `tests/test_nfa.rs` - tests `Regex::new`, forced to use the NFA
- algorithm on every regex.
-* `tests/test_nfa_bytes.rs` - tests `Regex::new`, forced to use the NFA
- algorithm on every regex and use *arbitrary* byte based programs.
-* `tests/test_nfa_utf8bytes.rs` - tests `Regex::new`, forced to use the NFA
- algorithm on every regex and use *UTF-8* byte based programs.
-* `tests/test_backtrack.rs` - tests `Regex::new`, forced to use
- backtracking on every regex.
-* `tests/test_backtrack_bytes.rs` - tests `Regex::new`, forced to use
- backtracking on every regex and use *arbitrary* byte based programs.
-* `tests/test_backtrack_utf8bytes.rs` - tests `Regex::new`, forced to use
- backtracking on every regex and use *UTF-8* byte based programs.
-* `tests/test_crates_regex.rs` - tests to make sure that all of the
- backends behave in the same way against a number of quickcheck
- generated random inputs. These tests need to be enabled through
- the `RUST_REGEX_RANDOM_TEST` environment variable (see
- below).
-
-The lazy DFA and pure literal engines are absent from this list because
-they cannot be used on every regular expression. Instead, we rely on
-`tests/test_dynamic.rs` to test the lazy DFA and literal engines when possible.
-
-Since the tests are repeated several times, and because `cargo test` runs all
-entry points, it can take a while to compile everything. To reduce compile
-times slightly, try using `cargo test --test default`, which will only use the
-`tests/test_default.rs` entry point.
-
-The random testing takes quite a while, so it is not enabled by default.
-In order to run the random testing you can set the
-`RUST_REGEX_RANDOM_TEST` environment variable to anything before
-invoking `cargo test`. Note that this variable is inspected at compile
-time, so if the tests don't seem to be running, you may need to run
-`cargo clean`.
-
-## Benchmarking
-
-The benchmarking in this crate is made up of many micro-benchmarks. Currently,
-there are two primary sets of benchmarks: the benchmarks that were adopted
-at this library's inception (in `bench/src/misc.rs`) and a newer set of
-benchmarks meant to test various optimizations. Specifically, the latter set
-contain some analysis and are in `bench/src/sherlock.rs`. Also, the latter
-set are all executed on the same lengthy input whereas the former benchmarks
-are executed on strings of varying length.
-
-There is also a smattering of benchmarks for parsing and compilation.
-
-Benchmarks are in a separate crate so that its dependencies can be managed
-separately from the main regex crate.
-
-Benchmarking follows a similarly wonky setup as tests. There are multiple entry
-points:
-
-* `bench_rust.rs` - benchmarks `Regex::new`
-* `bench_rust_bytes.rs` benchmarks `bytes::Regex::new`
-* `bench_pcre.rs` - benchmarks PCRE
-* `bench_onig.rs` - benchmarks Oniguruma
-
-The PCRE and Oniguruma benchmarks exist as a comparison point to a mature
-regular expression library. In general, this regex library compares favorably
-(there are even a few benchmarks that PCRE simply runs too slowly on or
-outright can't execute at all). I would love to add other regular expression
-library benchmarks (especially RE2).
-
-If you're hacking on one of the matching engines and just want to see
-benchmarks, then all you need to run is:
-
- $ (cd bench && ./run rust)
-
-If you want to compare your results with older benchmarks, then try:
-
- $ (cd bench && ./run rust | tee old)
- $ ... make it faster
- $ (cd bench && ./run rust | tee new)
- $ cargo benchcmp old new --improvements
-
-The `cargo-benchcmp` utility is available here:
-https://github.com/BurntSushi/cargo-benchcmp
-
-The `./bench/run` utility can run benchmarks for PCRE and Oniguruma too. See
-`./bench/bench --help`.
-
-## Dev Docs
-
-When digging your teeth into the codebase for the first time, the
-crate documentation can be a great resource. By default `rustdoc`
-will strip out all documentation of private crate members in an
-effort to help consumers of the crate focus on the *interface*
-without having to concern themselves with the *implementation*.
-Normally this is a great thing, but if you want to start hacking
-on regex internals it is not what you want. Many of the private members
-of this crate are well documented with rustdoc style comments, and
-it would be a shame to miss out on the opportunity that presents.
-You can generate the private docs with:
-
-```
-$ rustdoc --crate-name docs src/lib.rs -o target/doc -L target/debug/deps --no-defaults --passes collapse-docs --passes unindent-comments
-```
-
-Then just point your browser at `target/doc/regex/index.html`.
-
-See https://github.com/rust-lang/rust/issues/15347 for more info
-about generating developer docs for internal use.