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authorJoel Martin <github@martintribe.org>2015-01-29 21:59:09 -0600
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+# The Make-A-Lisp Process
+
+So you want to write a Lisp interpreter? Welcome!
+
+The goal of the Make-A-Lisp project is to make it easy to write your
+own Lisp interpreter without sacrificing those many "Aha!" moments
+that come from ascending the McCarthy mountain. When you reach the peak
+of this particular mountain, you will have an interpreter for the mal
+Lisp language that is powerful enough to be self-hosting, meaning it
+will be able to run a mal interpreter written in mal itself.
+
+So jump right in (er ... start the climb)!
+
+## Pick a language
+
+You might already have a language in mind that you want to use.
+Technically speaking, mal can be implemented in any sufficiently
+complete programming (i.e. Turing complete), however, there are a few
+language features that can make the task MUCH easier. Here are some of
+them in rough order of importance:
+
+* A sequential compound data structure (e.g. arrays, lists,
+ vectors, etc)
+* An associative compound data structure (e.g. a dictionary,
+ hash-map, associative array, etc)
+* Function references (first class functions, function pointers,
+ etc)
+* Real exception handling (try/catch, raise, throw, etc)
+* Variable argument functions (variadic, var args, splats, apply, etc)
+* Function closures
+* PCRE regular expressions
+
+In addition, the following will make your task especially easy:
+
+* Dynamic typing / boxed types (specifically, you store different
+ data type in the sequential and associative structures and the
+ language keeps track of the type for you)
+* Compound data types support arbitrary runtime "hidden" data
+ (metadata, metatables, dynamic fields attributes)
+
+Here are some examples of languages that have all of the above
+features: JavaScript, Ruby, Python, Lua, R, Clojure.
+
+Many of the most popular languages already have Mal implementations.
+However, this should not discourage you from creating your own
+implementation in a language that already has one. However, if you go
+this route, I suggest you avoid referring to the existing
+implementations (i.e. "cheating") to maximize your learning experience
+instead of just borrowing mine. On the other hand, if your goal is to
+add new implementations to mal as efficiently as possible, then you
+SHOULD find the most similar target language implementation and refer
+to it frequently.
+
+
+## Getting started
+
+* Install your chosen language interpreter/compiler, language package
+ manager and build tools (if applicable)
+
+* Fork the mal repository on github and then clone your forked
+ repository:
+```
+git clone git@github.com:YOUR_NAME/mal.git
+cd mal
+```
+
+* Make a new directory for your implementation. For example, if you
+* language is called "quux":
+```
+mkdir quux
+```
+
+* Modify the top level Makefile to allow the tests to be run against
+ your implementation. For example, if your language is named "quux"
+ and uses "qx" as the file extension, then make the following
+ 3 modifications to Makefile:
+```
+IMPLS = ... quux ...
+...
+quux_STEP_TO_PROG = mylang/$($(1)).qx
+...
+quux_RUNSTEP = ../$(2) $(3)
+```
+
+This allows you to run tests against your implementation like this:
+```
+make test^quux^stepX
+```
+
+
+## General hints
+
+Stackoverflow and Google are your best friends. Modern polyglot
+developers do not memorize dozens of programming languages. Instead,
+they learn the peculiar terminology used with each language and then
+use this to search for their answers.
+
+Here are some other resources where multiple languages are
+compared/described:
+* http://learnxinyminutes.com/
+* http://hyperpolyglot.org/
+* http://rosettacode.org/
+
+Do not let yourself be bogged down by specific problems. While the
+make-a-lisp process is structured as a series of steps, the reality is
+that building a lisp interpreter is more like a branching tree. If you
+get stuck on tail call optimization, or hash-maps, move on to other
+things. You will often have a stroke of inspiration for a problem as
+you work through other functionality. I have tried to structure this
+guide and the tests to make clear which things are optional or can be
+deferred until later.
+
+An aside on optional bits: when you run the tests for a given step,
+the last tests are often marked with an "optional" header. This
+indicates that these are tests for functionality that is not critical
+to finish a basic mal implementation. Many of the steps in this
+process guide also have an "Optional" section, however, it is not
+quite the same meaning. Those sections do include the functionality
+that is marked as optional in the tests, but they also include
+functionality that becomes mandatory at a later step. In other words,
+this is a "make your own Lisp adventure".
+
+Use test driven development. Each step of the make-a-lisp process has
+a bunch of tests associated with it and there is an easy script to run
+all the tests for a specific step in the process. Pick a failing test,
+fix it, repeat until all the tests for that step pass.
+
+The `process` directory contains abbreviated pseudocode and
+architecture images for each step of the make-a-lisp process. Use
+a textual diff/comparison tool to compare the previous pseudocode step
+with the one you are working on. The architecture images have changes
+from the previous step highlighted in red.
+
+If you get stuck, find the same step or functionality in a different
+implementation language.
+
+
+## The Make-A-Lisp Process
+
+In the steps that follow the name of the target language is "quux" and
+the file extension for that language is "qx".
+
+
+<a name="step0"></a>
+
+### Step 0: The REPL
+
+![step0_repl architecture](step0_repl.png)
+
+This step is basically just creating a skeleton of your interpreter.
+
+* Create a `step0_repl.qx` file in `quux/`.
+
+* Add the 4 trivial functions `READ`, `EVAL`, `PRINT`, and `rep`
+ (read-eval-print). `READ`, `EVAL`, and `PRINT` are basically just
+ stubs that return their first parameter (a string if your target
+ language is a statically typed) and `rep` calls them in order
+ passing the return to the input of the next.
+
+* Add a main loop that repeatedly prints a prompt, gets a line of
+ input from the user, calls `rep` with that line of input, and then
+ prints out the result from `rep`. It should also exit when you send
+ it an EOF (often Ctrl-D).
+
+* If you are using a compiled (ahead-of-time rather than just-in-time)
+ language, then create a Makefile (or appropriate project definition
+ file) in your directory.
+
+Run your new program and make sure that it echos each line that you
+type. Because step0 is so trivial, there are no automated tests to run
+for it.
+
+Add and then commit your new `step0_repl.qx` and `Makefile` to git.
+
+Congratulations! You have just completed the first step of the
+make-a-lisp process.
+
+
+#### Optional:
+
+* Add full line editing and command history support to your
+ interpreter REPL. Many languages have a library/module that provide
+ line editing support. Another option if your language supports it is
+ to use an FFI (foreign function interface) to load and call directly
+ into GNU readline, editline, or libnoise library. Add line
+ editing interface code to `readline.qx`
+
+
+<a name="step1"></a>
+
+### Step 1: Read and Print
+
+![step1_read_print architecture](step1_read_print.png)
+
+In this step, your interpreter will "read" the string from the user
+and parse it into an internal tree data structure (an abstract syntax
+tree) and then take that data structure and "print" it back to
+a string.
+
+In non-lisp languages, this step (called "lexing and parsing") can be
+one of the most complicated parts of the compiler/interpreter. In
+Lisp, the data structure that you want in memory is basically
+represented directly in the code that the programmer writes
+(homoiconicity).
+
+For example, if the string is "(+ 2 (* 3 4))" then the read function
+will process this into a tree structure that looks like this:
+```
+ List
+ / | \
+ / | \
+ / | \
+ Sym:+ Int:2 List
+ / | \
+ / | \
+ / | \
+ Sym:* Int:3 Int:4
+```
+
+Each left paren and its matching right paren (lisp "sexpr") becomes
+a node in the tree and everything else becomes a leaf in the tree.
+
+If you can find code for an implementation of a JSON encoder/decoder
+in your target language then you can probably just borrow and modify
+that and be 75% of the way done with this step.
+
+The rest of this section is going to assume that you are not starting
+from an existing JSON encoder/decoder, but that you do have access to
+a Perl compatible regular expressions (PCRE) module/library. You can
+certainly implement the reader using simple string operations, but it
+is more involved. The `make`, `ps` (postscript) and Haskell
+implementations have examples of a reader/parser without using regular
+expression support.
+
+* Copy `step0_repl.qx` to `step1_read_print.qx`.
+
+* Add a `reader.qx` file to hold functions related to the reader.
+
+* If the target language has objects types (OOP), then the next step
+ is to create a simple stateful Reader object in `reader.qx`. This
+ object will store the tokens and a position. The Reader object will
+ have two methods: `next` and `peek`. `next` returns the tokens at
+ the current position and increments the position. `peek` just
+ returns the token at the current position.
+
+* Add a function `read_str` in `reader.qx`. This function
+ will call `tokenizer` and then create a new Reader object instance
+ with the tokens. Then it will call `read_form` with the Reader
+ instance.
+
+* Add a function `tokenizer` in `reader.qx`. This function will take
+ a single single string and return an array/list
+ of all the tokens (strings) in it. The following regular expression
+ (PCRE) will match all mal tokens.
+```
+[\s,]*(~@|[\[\]{}()'`~^@]|"(?:\\.|[^\\"])*"|;.*|[^\s\[\]{}('"`,;)]*)
+```
+
+* Add the function `read_form` to `reader.qx`. This function
+ will peek at the first token in the Reader object and switch on the
+ first character of that token. If the character is a left paren then
+ `read_list` is called with the Reader object. Otherwise, `read_atom`
+ is called with the Reader Object. The return value from `read_form`
+ is a mal data type. If your target language is statically typed then
+ you will need some way for `read_form` to return a variant or
+ subclass type. For example, if your language is object oriented,
+ then you cal define a top level MalType (in `types.qx`) that all
+ your mal data types inherit from. The MalList type (which also
+ inherits from MalType) will contains a list/array of other MalTypes.
+ If your language is dynamically typed then you can likely just
+ return a plain list/array of other mal types.
+
+* Add the function `read_list` to `reader.qx`. This function will
+ repeatedly call `read_form` with the Reader object until it
+ encounters a ')' token (if it reach EOF before reading a ')' then
+ that is an error). It accumulates the results into a List type. If
+ your language does not have a sequential data type that can hold mal
+ type values you may need to implement one (in `types.qx`). Note
+ that `read_list` repeatedly calls `read_form` rather than
+ `read_atom`. This mutually recursive defintion between `read_list`
+ and `read_form` is what allows lists to contain lists.
+
+* Add the function `read_atom` to `reader.qx`. This function will
+ look at the contents of the token and return the appropriate scalar
+ (simple/single) data type value. Initially, you can just implement
+ numbers (integers) and symbols . This will allow you to proceed
+ through the next couple of steps before you will need to implement
+ the other fundamental mal types: nil, true, false, and string. The
+ remaining mal types: keyword, vector, hash-map, and atom do not
+ need to be implemented until step 9 (but can be implemented at any
+ point between this step and that). BTW, symbols types are just an
+ object that contains a single string name value (some languages have
+ symbol types already).
+
+* Add a file `printer.qx`. This file will contain a single function
+ `pr_str` which does the opposite of `read_str`: take a mal data
+ structure and return a string representation of it. But `pr_str` is
+ much simpler and is basically just a switch statement on the type of
+ the input object:
+
+ * symbol: return the string name of the symbol
+ * number: return the number as a string
+ * list: iterate through each element of the list calling `pr_str` on
+ it, then join the results with a space separator, and surround the
+ final result with parens
+
+* Change the `READ` function in `step1_read_print.qx` to call
+ `reader.read_str` and the `PRINT` function to call `printer.pr_str`.
+ `EVAL` continues to simply return its input but the type is now
+ a mal data type.
+
+You now have enough hooked up to begin testing your code. You can
+manually try some simple inputs:
+ * `123` -> `123`
+ * ` 123 ` -> `123`
+ * `abc` -> `abc`
+ * ` abc ` -> `abc`
+ * `(123 456)` -> `(123 456)`
+ * `( 123 456 789 ) ` -> `(123 456 789)`
+ * `( + 2 (+ 3 4) ) ` -> `(+ 2 (* 3 4))`
+
+To verify that your code is doing more than just eliminating extra
+spaces (and not failing), you can instrument your `reader.qx` functions.
+
+Once you have gotten past those simple manual tests, it is time to run
+the full suite of step 1 tests. Go to the top level and run the
+following:
+```
+make test^quux^step1
+```
+
+Fix any test failures related to symbols, numbers and lists.
+
+Depending on the functionality of your target language, it is likely
+that you have now just completed one of the most difficult steps. It
+is down hill from here. The remaining steps will probably be easier
+and each step will give progressively more bang for the buck.
+
+#### Optional:
+
+
+* Add error checking to your reader functions to make sure parens
+ are properly matched. Catch and print these errors in your main
+ loop. If your language does not have try/catch style bubble up
+ exception handling, then you will need to add explicit error
+ handling to your code to catch and pass on errors without crashing.
+
+* Add support for the other basic data type to your reader and printer
+ functions: string, nil, true, and false. These become mandatory at
+ step 4. When a string is read, a slash followed by a doublequote is
+ translatd into a plain doublequote character and a slash followed by
+ "n" is translated into a newline. To properly print a string (for
+ step 4 string functions), the `pr_str` function needs another
+ parameter called `print_readably`. When `print_readably` is true,
+ doublequotes and newlines are translated into their printed
+ representations (the reverse of the reader). The `PRINT` function in
+ the main program should call `pr_str` with print_readably set to
+ true.
+
+* Add support for the other mal types: keyword, vector, hash-map, and
+ atom. TODO/TBD
+ * keyword: just a string stored with unicode prefix (or char 127 if
+ no unicode support).
+ * vector: can be implemented with same underlying type as list if
+ there is some mechanism for marking/distringuishing from a list.
+ * hash-map: only need to implement string keys (which enables
+ keyword keys since they are just special strings).
+
+* Add support for reader macros which are special forms that are
+ transformed into other forms during the read phase.
+
+* Add comment support to your reader. The tokenizer should ignore
+ tokens that start with ";". Your `read_str` function will need to
+ properly handle when the tokenizer returns no values. The simplest
+ way to do this is to return `nil` mal value. A cleaner option (that
+ does not print `nil` at the prompt is to throw a special exception
+ that causes the main loop to simply continue at the beginning of the
+ loop without calling `rep`.
+
+
+<a name="step2"></a>
+
+### Step 2: Eval
+
+![step2_eval architecture](step2_eval.png)
+
+In step 1 your mal interpreter was basically just a way to validate
+input and eliminate extraneous white space. In this step you will turn
+your interpreter into a simple number calculator by adding
+functionality to the evaluator (`EVAL`).
+
+Compare the pseudocode for step 1 and step 2 to get a basic idea of
+the changes that will be made during this step:
+```
+diff -urp ../process/step1_read_print.txt ../process/step2_eval.txt
+```
+
+* Copy `step1_read_print.qx` to `step2_eval.qx`.
+
+* Define a simple initial REPL environment. This environment is an
+ associative structure that maps symbols (or symbol names) to
+ numeric functions. For example, in python this would look something
+ like this:
+```
+repl_env = {'+': lambda a,b: a+b,
+ '-': lambda a,b: a-b,
+ '*': lambda a,b: a*b,
+ '/': lambda a,b: int(a/b)}
+```
+
+* Modify the `rep` function to pass the REPL environment as the second
+ parameter for the `EVAL` call.
+
+* Create a new function `eval_ast` which takes `ast` (mal data type)
+ and an associative structure (the environment from above).
+ `eval_ast` switches on the type of `ast` as follows:
+
+ * symbol: lookup the symbol in the environment structure and return
+ the value or raise an error no value is found
+ * list: return a new list that is the result of calling `EVAL` on
+ each of the members of the list
+ * otherwise just return the original `ast` value
+
+* Modify `EVAL` to check if the first parameter `ast` is a list.
+ * `ast` is not a list: then return the result of calling `eval_ast`
+ on it.
+ * `ast` is a list: call `eval_ast` to get a new evaluated list. Take
+ the first item of the evaluated list and call it as function using
+ the rest of the evaluated list as its arguments.
+
+If your target language does not have full variable length argument
+support (e.g. variadic, vararg, splats, apply) then you will need to
+pass the full list of arguments as a single parameter and split apart
+the individual values inside of every mal function. This is annoying,
+but workable.
+
+The process of taking a list and invoking or executing it to return
+something new is known in Lisp as the "apply" phase.
+
+Try some simple expressions:
+
+ * `(+ 2 3)` -> `5`
+ * `(+ 2 (* 3 4))` -> `14`
+
+The most likely challenge you will encounter is how to properly call
+a function references using an arguments list.
+
+Now go to the top level, run the step 2 tests and fix the errors.
+```
+make test^quux^step2
+```
+
+You now have a simple prefix notation calculator!
+
+
+<a name="step3"></a>
+
+### Step 3: Environments
+
+![step3_env architecture](step3_env.png)
+
+In step 2 you were already introduced to REPL environment (`repl_env`)
+where the basic numeric functions were stored and looked up. In this
+step you will add the ability to create new environments (`let*`) and
+modify exiting environments (`def!`).
+
+A Lisp environment is an associative data structure that maps symbols (the
+keys) to values. But Lisp environments have an additional important
+function: they can refer to another environment (the outer
+environment). During environment lookups, if the current environment
+does not have the symbol, the lookup continues in the outer
+environment, and continues this way until the symbol is either found,
+or the outer environment is `nil` (the outermost environment in the
+chain).
+
+Compare the pseudocode for step 2 and step 3 to get a basic idea of
+the changes that will be made during this step:
+```
+diff -urp ../process/step2_eval.txt ../process/step3_env.txt
+```
+
+* Copy `step2_eval.qx` to `step2_env.qx`.
+
+* Create `env.qx` to hold the environment definition.
+
+* Define an `Env` object that is instantiated with a single `outer`
+ parameter and starts with an empty associative data structure
+ property `data`.
+
+* Define three methods for the Env object:
+ * set: takes a symbol key and a mal value and adds to the `data`
+ structure
+ * find: takes a symbol key and if the current environment contains
+ that key then return the environment. If no key is found and outer
+ is not `nil` then call find (recurse) on the outer environment.
+ * get: takes a symbol key and uses the `find` method to locate the
+ environment with the key, then returns the matching value. If no
+ key is found up the outer chain, then throws/raises a "not found"
+ error.
+
+* Update `step2_env.qx` to use the new `Env` type to create the
+ repl_env (with a `nil` outer value) and use the `set` method to add
+ the numeric functions.
+
+* Modify `eval_ast` to call the `get` method on the `env` parameter.
+
+* Modify the apply section of `EVAL` to switch on the first element of
+ the list:
+ * symbol "def!": call the set method of the current environment
+ (second parameter of `EVAL` called `env`) using the unevaluated
+ first parameter (second list element) as the symbol key and the
+ evaluated second parameter as the value.
+ * symbol "let*": create a new environment using the current
+ environment as the outer value and then use the first parameter as
+ a list of new bindings in the "let" environment. Take the second
+ element of the binding list, call `EVAL` using the new "let*"
+ environment as the evaluation environment, then call `set` on the
+ "let" environment using the first binding list element as the key
+ and the evaluated second element as the value. This is repeated
+ for each odd/even pair in the binding list. Note in particular,
+ the bindings earlier in the list can be referred to by later
+ bindings. Finally, the second parameter (third element) of the
+ original `let*` form is evaluated using the new "let*" environment
+ and the result is returned as the result of the `let*` (the new
+ let environment is discarded upon completion).
+ * otherwise: call `eval_ast` on the list and apply the first element
+ to the rest as before.
+
+`def!` and `let*` are Lisp "specials" (or "special atoms") which means
+that they are language level features and more specifically that the
+rest of the list elements (arguments) may be evaluated differently (or
+not at all) unlike the default apply case where all elements of the
+list are evaluated before the first element is invoked. Lists which
+contain a "special" as the first element are known as "special forms".
+The are special because the follow special evaluation rules.
+
+Try some simple environment tests:
+
+ * `(def! a 6)` -> `6`
+ * `a` -> `6`
+ * `(def! b (+ a 2))` -> `8`
+ * `(+ a b)` -> `14`
+ * `(let* (c 2) c)` -> `2`
+
+Now go to the top level, run the step 3 tests and fix the errors.
+```
+make test^quux^step3
+```
+
+You mal implementation is still basically just a numeric calculator
+with save/restore capability. But you have set the foundation for step
+4 where it will begin to feel like a real programming language.
+
+
+An aside on mutation and typing:
+
+The "!" suffix on symbols is used to indicate that this symbol refers
+to a function that mutates something else. In this case, the `def!`
+symbol indicates a special form that will mutate the current
+environment. Many (maybe even most) of runtime problems that are
+encountered in software engineering are a result of mutation. By
+clearly marking code where mutation may occur, you can more easily
+track down the likely cause of runtime problems when they do occur.
+
+Another cause of runtime errors is type errors, where a value of one
+type is unexpectedly treated by the program as a different and
+incompatible type. Statically typed languages try to make the
+programmer solve all type problems before the program is allowed to
+run. Most Lisp variants tend to be dynamically typed (types of values
+are checked when they are actually used at runtime).
+
+As an aside-aside: The great debate between static and dynamic typing
+debate can be understood by following the money. Advocates of strict
+static typing use words like "correctness" and "safety" and thus get
+government and academic funding. Advocates of dynamic typing use words
+like "agile" and "time-to-market" and thus get venture capital and
+commercial funding.
+
+
+<a name="step4"></a>
+
+### Step 4: If Fn Do
+
+![step4_if_fn_do architecture](step4_if_fn_do.png)
+
+In step 3 you added environments and the special forms for
+manipulating environments. In this step you will add 3 new special
+forms (`if`, `fn*` and `do`) and add several more core functions to
+the default REPL environment. Our new architecture will look like
+this:
+
+The `fn*` special form is how new user-defined functions are created.
+In some Lisps, this special form is named "lambda".
+
+Compare the pseudocode for step 3 and step 4 to get a basic idea of
+the changes that will be made during this step:
+```
+diff -urp ../process/step3_env.txt ../process/step4_if_fn_do.txt
+```
+
+* Copy `step3_env.qx` to `step4_if_fn_do.qx`.
+
+* If you have not implemented reader and printer support (and data
+ types) for `nil`, `true` and `false`, you will need to do so for
+ this step.
+
+* Update the constructor/initializer for environments to take two new
+ arguments: `binds` and `exprs`. Bind (`set`) each element (symbol)
+ of the binds list to the respective element of the `exprs` list.
+
+* Add support to `printer.qx` to print functions values. A string
+ literal like "#<function>" is sufficient.
+
+* Add the following special forms to `EVAL`.
+
+ * `do`: Evaluate the all the elements of the list and return the
+ final element (evaluated).
+ * `if`: Evaluate the first parameter (second element). If the result
+ (condition) is anything other than `nil` or `false`, then evaluate
+ the second parammeter (third element of the list) and return the
+ result. Otherwise, evaluate the third parameter (fourth element)
+ and return the result. If condition is false and there is no third
+ parameter, then just return `nil`.
+ * `fn*`: Return a new function closure. The body of that closure
+ does the following:
+ * Create a new environment using `env` (closed over from outer
+ scope) as the `outer` parameter, the first parameter (second
+ list element of `ast` from the outer scope) as the `binds`
+ parameter, and the parameters to the closure as the `exprs`
+ parameter.
+ * Call `EVAL` on the second parameter (third list element of `ast`
+ from outer scope), using the new environment. Use the result as
+ the return value of the closure.
+
+If your target language does not support closures, then you will need
+to implement `fn*` using some sort of structure or object that stores
+the values being closed over: the first and second elements of the
+`ast` list (function parameter list and function body) and the current
+environment `env`. In this case, your native functions will need to be
+wrapped in the same way. You will probably also need a method/function
+that invokes your function object/structure for the default case of
+the apply section of `EVAL`.
+
+Try out the basic functionality you have implemented:
+
+ * `(fn* [a] a)` -> `#<function>`
+ * `( (fn* [a] a) 7)` -> `7`
+ * `( (fn* [a] (+ a 1)) 10)` -> `11`
+ * `( (fn* [a b] (+ a b)) 2 3)` -> `5`
+
+* Add a new file `core.qx` and define an associative data structure
+ `ns` (namespace) that maps symbols to functions. Move the numeric
+ function definitions into this structure.
+
+* Modify `step4_if_fn_do.qx` to iterate through the `core.ns`
+ structure and add (`set`) each symbol/function mapping to the
+ REPL environment (`repl_env`).
+
+* Add the following functions to `core.ns`:
+ * `list`: take the parameters and return them as a list.
+ * `list?`: return true if the first parameter is a list, false
+ otherwise.
+ * `empty?`: treat the first parameter as a list and return true if
+ the list is empty and false if it contains any elements.
+ * `count`: treat the first parameter as a list and return the number
+ of elements that it contains.
+ * `=`: compare the first two parameters and return true if they are
+ the same type and contain the same value. In the case of equal
+ length lists, each element of the list should be compared for
+ equality and if they are the same return true, otherwise false.
+ * `<`, `<=`, `>`, and `>=`: treat the first two parameters as
+ numbers and do the corresponding numeric comparison, returning
+ either true or false.
+
+Now go to the top level, run the step 4 tests. There are a lot of
+tests in step 4 but all of the non-optional tests that do not involve
+strings should be able to pass now.
+
+```
+make test^quux^step4
+```
+
+Your mal implementation is already beginning to look like a real
+language. You have flow control, conditionals, user-defined functions
+with lexical scope, side-effects (if you implement the string
+functions), etc. However, our little interpreter has not quite reach
+Lisp-ness yet. The next several steps will take
+
+#### Optional:
+
+* Implement Clojure-style variadic function parameters. Modify the
+ constructor/initializer for environments, so that if a "&" symbol is
+ encountered in the `binds` list, the next symbol in the `binds` list
+ after the "&" is bound to the rest of the `exprs` list that has not
+ been bound yet.
+
+* Defines a `not` function using mal itself. In `step4_if_fn_do.qx`
+ call the `rep` function with this string:
+ "(def! not (fn* (a) (if a false true)))".
+
+* Implement the strings functions in `core.qx`. To implement these
+ functions, you will need to implement the string support in the
+ reader and printer (optional section of step 1). Each of the string
+ functions takes multiple mal values, prints them (`pr_str`) and
+ joins them together into a new string.
+ * `pr-str`: calls `pr_str` on each argument with `print_readably`
+ set to true, joins the results with " " and returns the new
+ string.
+ * `str`: calls `pr_str` on each argument with `print_readably` set
+ to false, concatenates the results together ("" separator), and
+ returns the new string.
+ * `prn`: calls `pr_str` on each argument with `print_readably` set
+ to true, joins the results with " ", prints the string to the
+ screen and then returns `nil`.
+ * `println`: calls `pr_str` on each argument with `print_readably` set
+ to false, joins the results with " ", prints the string to the
+ screen and then returns `nil`.
+
+
+<a name="step5"></a>
+
+### Step 5: Tail call optimization
+
+![step5_tco architecture](step5_tco.png)
+
+In step 4 you added special forms `do`, `if` and `fn*` and you defined
+some core functions. In this step you will add a Lisp feature called
+tail call optimization (TCO). Also called "tail recursion" or
+sometimes just "tail calls".
+
+Several of the special forms that you have defined in `EVAL` end up
+calling back into `EVAL`. For those forms that call `EVAL` as the last
+thing that they do before returning (tail call) you will just loop back
+to the beginning of eval rather than calling it again. The advantage
+of this approach is that it avoids adding more frames to the call
+stack. This is especially important in Lisp languages because they do
+not tend to have iteration control structures preferring recursion
+instead. However, with tail call optimization, recursion can be made
+as stack efficient as iteration.
+
+Compare the pseudocode for step 4 and step 5 to get a basic idea of
+the changes that will be made during this step:
+```
+diff -urp ../process/step4_if_fn_do.txt ../process/step5_tco.txt
+```
+
+* Copy `step4_env.qx` to `step5_tco.qx`.
+
+* Add a loop (e.g. while true) around all code in `EVAL`.
+
+* Modify each of the following form cases to add tail call recursion
+ support:
+ * `let*`: remove the final `EVAL` call on the second `ast` argument
+ (third list element). Set `env` (i.e. the local variable passed in
+ as second parameter of `EVAL`) to the new let environment. Set
+ `ast` (i.e. the local variable passed in as first parameter of
+ `EVAL`) to be the second `ast` argument. Continue at the beginning
+ of the loop (no return).
+ * `do`: change the `eval_ast` call to evaluate all the parameters
+ the except for the last (2nd list element up to but not
+ including last). Set `ast` to the last element of `ast`. Continue
+ at the beginning of the loop (`env` stays unchanged).
+ * `if`: the condition continues to be evaluated, however, rather
+ than evaluating the true or false branch, `ast` is set to the
+ unevaluated value of the chosen branch. Continue at the beginning
+ of the loop (`env` is unchanged).
+
+* The return value from the `fn*` special form will now become an
+ object/structure with attributes that allow the default invoke case
+ of `EVAL` to do TCO on mal functions. Those attributes are:
+ * `fn`: the original function value return in step 4
+ * `ast`: the second `ast` argument (third list element) representing
+ the body of the function.
+ * `params`: the first `ast` argument (second list element)
+ representing the parameter names of the function.
+ * `env`: the current value of the `env` parameter of `EVAL`.
+
+* The default "apply"/invoke case of `EVAL` must now be changed to
+ account for the new object/structure returned by the `fn*` form.
+ Continue to call `eval_ast` on `ast`. The first element is `f`.
+ Switch on the type of `f`:
+ * regular function (not one defined by `fn*`): apply/invoke it as
+ * before (in step 4).
+ * a `fn*` value: set `ast` to the `ast` attribute of `f`. Generate
+ a new environment using the `env` and `params` attributes of `f`
+ as the `outer` and `binds` arguments and rest `ast` arguments
+ (list elements 2 through the end) as the `exprs` argument. Set
+ `env` to the new environment. Continue at the beginning of the loop.
+
+Run some manual tests from previous steps to make sure you have not
+broken anything by adding TCO.
+
+Now go to the top level, run the step 5 tests.
+
+```
+make test^quux^step5
+```
+
+Look at the step 5 test file `tests/step5_tco.mal`. The `sum-to`
+function cannot be tail call optimized because it does something after
+the recursive call (`sum-to` calls itself and then does the addition).
+Lispers say that the `sum-to` is not in tail position. The `sum2`
+function however, calls itself from tail position. In other words, the
+recursive call to `sum2` is the last action that `sum2` does. Calling
+`sum-to` with a large value will cause a stack overflow exception in
+most target languages (some have super-special tricks they use to
+avoid stack overflows).
+
+Congratulations, your mal implementation already has a feature (TCO)
+that most mainstream languages lack.
+
+
+<a name="step6"></a>
+
+### Step 6: Files and Evil
+
+![step6_file architecture](step6_file.png)
+
+In step 5 you added tail call optimization. In this step you will add
+some string and file operations and give your implementation a touch
+of evil ... er, eval. And as long as your language supports function
+closures, this step will be quite simple. However, to complete this
+step, you must implement string type support, so if you have been
+holding off on that you will need to go back and do so.
+
+Compare the pseudocode for step 5 and step 6 to get a basic idea of
+the changes that will be made during this step:
+```
+diff -urp ../process/step5_tco.txt ../process/step6_file.txt
+```
+
+* Add two new string functions to the core namespaces:
+ * `read-string`: this function just exposes the `read_str` function
+ from the reader. If your mal string type is not the same as your
+ target language (e.g. statically typed language) then your
+ `read-string` function will need to unbox (extract) the raw string
+ from the mal string type in order to call `read_str`.
+ * `slurp`: this function takes a file name (string) and returns the
+ contents of the file as a string. Once again, if your mal string
+ type wraps a raw target language string, then you will need to
+ unmarshall (extract) the string parameter to get the raw file name
+ string and marshall (wrap) the result back to a mal string type.
+
+* In your main program, add a new `eval` (symbol) entry to your REPL
+ environment. The value of the new entry is a regular function
+ closure with a single argument `ast`. The closure calls the real
+ `EVAL` function using the `ast` as the first argument and the REPL
+ environment (closed over from outside) as the second argument. The
+ result of the `EVAL` call is returned.
+
+* Define a `load-file` function using mal itself. In your main
+ program call the `rep` function with this string:
+ "(def! load-file (fn* (f) (eval (read-string (str \"(do \" (slurp f) \")\")))))".
+
+Try out `load-file`:
+ * `(load-file "../tests/incA.mal")` -> `9`
+ * `(inc4 3)` -> `7`
+
+The `load-file` function does the following:
+ * Call `slurp` to read in a file by name. Surround the contents with
+ "(do ...)" so that the whole file will be treated as a single
+ program AST (abstract syntax tree).
+ * Call `read-string` on the string returned from `slurp`. This uses
+ the reader to read/convert the file contents into mal data/AST.
+ * Call `eval` (the one in the REPL environment) on the AST returned
+ from `read-string` to "run" it.
+
+Now go to the top level, run the step 6 tests. The optional tests will
+need support from the reader for comments, vectors and hash-maps:
+```
+make test^quux^step6
+```
+
+Congratulations, you now have a full-fledged scripting language that
+can run other mal programs. However, the set of functions that are
+available (from `core.qx`) is fairly limited. The bulk of the
+functions you will add are described in step 9, but you will begin to
+flesh them out over the next few steps to support quoting (step 7) and
+macros (step 8).
+
+
+#### Optional:
+
+* Add the ability to run another mal program from the command line.
+ Prior to the REPL loop, check if your mal implementation is called
+ with command line arguments. If so, treat the first argument as
+ a filename and use `rep` to call `load-file` on that filename, and
+ finally exit/terminate execution.
+
+* Add the rest of the command line arguments to your REPL environment
+ so that programs that are run with `load-file` have access to their
+ calling environmnet. Add a new "*ARGV*" (symbol) entry to your REPL
+ environment. The value of this entry should be the rest of the
+ command line arguments as a mal list value.
+
+
+<a name="step7"></a>
+
+### Step 7: Quoting
+
+![step7_quote architecture](step7_quote.png)
+
+In step 7 you will add the special forms `quote` and `quasiquote` and
+add supporting core functions `cons` and `concat`. The two quote forms
+add a powerful abstraction for manipulating mal code itself
+(meta-programming).
+
+Compare the pseudocode for step 6 and step 7 to get a basic idea of
+the changes that will be made during this step:
+```
+diff -urp ../process/step6_file.txt ../process/step7_quote.txt
+```
+
+The `quote` special form indicates to the evaluator (`EVAL`) that the
+parameter should not be evaluated (yet). At first glance, this might
+not seem particular useful but an example of what this enables is the
+ability for a mal program to refer to a symbol itself rather than the
+value that it evaluates to. Likewise with lists. For example, consider
+the following:
+
+* `(prn abc)`: this will lookup the symbol `abc` in the current
+ evaluation environment and print it. This will result in error if
+ `abc` is not defined.
+* `(prn (quote abc))`: this will print "abc" (prints the symbol
+ itself). This will work regardless of whether `abc` is defined in
+ the current environment.
+* `(prn (1 2 3))`: this will result in an error because `1` is not
+ a function and cannot be applied to the arguments `(2 3)`.
+* `(prn (quote (1 2 3)))`: this will print "(1 2 3)".
+* `(def! l (quote (1 2 3)))`: list quoting allows us to define lists
+ directly in the code (list literal). Another way of doing this is
+ with the list function: `(def! l (list 1 2 3))`.
+
+The second special quoting form is `quasiquote`. This allows a quoted
+list to have internal elements of the list that are temporarily
+unquoted (normal evaluation). There are two special forms that only
+mean something within a quasiquoted list: `unquote` and
+`splice-unquote`. These are perhaps best explained with some examples:
+
+* `(def! lst (quote (2 3)))` -> `(2 3)`
+* `(quasiquote (1 (unquote lst)))` -> `(1 (2 3))`
+* `(quasiquote (1 (splice-unquote lst)))` -> `(1 2 3)`
+
+The `unquote` form turns evaluation back on for its argument and the
+result of evaluation is put in place into the quasiquoted list. The
+`splice-unquote` also turns evaluation back on for its argument, but
+the evaluated value must be a list which is then "spliced" into the
+quasiquoted list. The true power of the quasiquote form will be
+manifest when it used together with macros (in the next step).
+
+* Before implementing the quoting forms, you will need to implement
+* some supporting functions in the core namespace:
+ * `cons`: this function takes a list as its second
+ parameter and returns a new list that has the first argument
+ prepended to it.
+ * `concat`: this functions takes 0 or more lists as
+ parameters and returns a new list that is a concatenation of all
+ the list parameters.
+
+An aside on immutability: note that neither cons or concat mutate
+their original list arguments. Any references to them (i.e. other
+lists that they may be "contained" in) will still refer to the
+original unchanged value. Mal, like Clojure, is a language which uses
+immutable data structures. I encourage you to read about the power and
+importance of immutability as implemented in Clojure (from which
+Mal borrows most of its syntax and feature-set).
+
+* Add the `quote` special form. This form just returns its argument
+ (the second list element of `ast`).
+
+* Add the `quasiquote` special form. First implement a helper function
+ `is_pair` that returns true if the parameter is a non-empty list.
+ Then define a `quasiquote` function. This is called from `EVAL` with
+ the first `ast` argument (second list element) and then `ast` is set
+ to the result and execution continues at the top of the loop (TCO).
+ The `quasiquote` function takes a parameter `ast` and has the
+ following conditional:
+ 1. if `is_pair` of `ast` is false: return a new list containing:
+ a symbol named "quote" and `ast`.
+ 2. else if the first element of `ast` is a symbol named "unquote":
+ return the second element of `ast`.
+ 3. if `is_pair` of first element of `ast` is true and the first
+ element of first element of `ast` (`ast[0][0]`) is a symbol named
+ "splice-unquote": return a new list containing: a symbol named
+ "concat", the second element of first element of `ast`
+ (`ast[0][1]`), and the result of calling `quasiquote` with the
+ second through last element of `ast`.
+ 4. otherwise: return a new list containing: a symbol named "cons", the
+ result of calling `quasiquote` on first element of `ast`
+ (`ast[0]`), and result of calling `quasiquote` with the second
+ through last element of `ast`.
+
+
+Now go to the top level, run the step 7 tests:
+```
+make test^quux^step7
+```
+
+Quoting is one of the more mundane functions available in mal, but do
+not let that discourage you. Your mal implementation is almost
+complete, and quoting sets the stage for the next very exiting step:
+macros.
+
+
+#### Optional
+
+* The full names for the quoting forms are fairly verbose. Most Lisp
+ languages have a short-hand syntax and Mal is no exception. These
+ short-hand syntaxes are known as reader macros because they allow us
+ to manipulate mal code during the reader phase. Macros that run
+ during the eval phase are just called "macros" and are described in
+ the next section. Expand the conditional with reader `read_form`
+ function to add the following four cases:
+ * token is "'" (single quote): return a new list that contains the
+ symbol "quote" and the result of reading the next form
+ (`read_form`).
+ * token is "`" (back-tick): return a new list that contains the
+ symbol "quasiquote" and the result of reading the next form
+ (`read_form`).
+ * token is "~" (tilde): return a new list that contains the
+ symbol "unquote" and the result of reading the next form
+ (`read_form`).
+ * token is "~@" (tilde + at sign): return a new list that contains
+ the symbol "splice-unquote" and the result of reading the next
+ form (`read_form`).
+
+* Add support for quoting of vectors. The `is_pair` function should
+ return true if the argument is a non-empty list or vector. `cons`
+ should also accept a vector as the second argument. The return value
+ is a list regardless. `concat` should support concatenation of
+ lists, vectors, or a mix or both. The result is always a list.
+
+
+<a name="step8"></a>
+
+### Step 8: Macros
+
+![step8_macros architecture](step8_macros.png)
+
+Your mal implementation is now ready for one of the most Lispy and
+exciting of all programming concepts: macros. In the previous step,
+quoting enabled some simple manipulation data structures and therefore
+manipulation of mal code (because the `eval` function from step
+6 turns mal data into code). In this step you will be able to mark mal
+functions as macros which can manipulate mal code before it is
+evaluated. In other words, macros are user-defined special forms. Or
+to look at it another way, macros allow mal programs to redefine
+the mal language itself.
+
+Compare the pseudocode for step 7 and step 8 to get a basic idea of
+the changes that will be made during this step:
+```
+diff -urp ../process/step7_quote.txt ../process/step8_macros.txt
+```
+
+You might think that the infinite power of macros would require some
+sort of complex mechanism, but the implementation is actually fairly
+simple.
+
+* Add a new attribute `is_macro` to mal function types. This should
+ default to false.
+
+* Add a new special form `defmacro!`. This is very similar to the
+ `def!` form, but before the evaluated value (mal function) is set in
+ the environment, the `is_macro` attribute should be set to true.
+
+* Add a `is_macro_call` function: This function takes arguments `ast`
+ and `env`. It returns true if `ast` is a list that contains a symbol
+ as the first element and that symbol refers to a function in the
+ `env` environment and that function has the `is_macro` attribute set
+ to true. Otherwise, it returns false.
+
+* Add a `macroexpand` function: This function takes arguments `ast`
+ and `env`. It calls `is_macro_call` with `ast` and `env` and loops
+ while that condition is true. Inside the loop, the first element of
+ the `ast` list (a symbol), is looked up in the environment to get
+ the macro function. This macro function is then called/applied with
+ the rest of the `ast` elements (2nd through the last) as arguments.
+ The return value of the macro call becomes the new value of `ast`.
+ When the loop completes because `ast` no longer represents a macro
+ call, the current value of `ast` is returned.
+
+* In the evaluator (`EVAL`) before the special forms switch (apply
+ section), perform macro expansion by calling the `macroexpand`
+ function with the current value of `ast` and `env`. Set `ast` to the
+ result of that call. If the new value of `ast` is no longer a list
+ after macro expansion, then return `ast`, otherwise continue with
+ the rest of the apply section (special forms switch).
+
+* Add a new special form condition for `macroexpand`. Call the
+ `macroexpand` function using the first `ast` argument (second list
+ element) and `env`. Return the result. This special form allows
+ a mal program to do explicit macro expansion without applying the
+ result (which can be useful for debugging macro expansion).
+
+Now go to the top level, run the step 8 tests:
+```
+make test^quux^step8
+```
+
+
+### Optional
+
+* Add the following new core functions which are frequently used in
+ macro functions:
+ * `nth`: this function takes a list (or vector) and a number (index)
+ as arguments, returns the element of the list at the given index.
+ If the index is out of range, this function raises an exception.
+ * `first`: this function takes a list (or vector) as its argument
+ and return the first element. If the list (or vector) is empty or
+ is `nil` then `nil` is returned.
+ * `rest`: this function takes a list (or vector) as its argument and
+ returns a new list containing all the elements except the first.
+
+* In the main program, use the `rep` function to define two new
+ control structures macros. Here are the string arguments for `rep`
+ to define these macros:
+ * `cond`: "(defmacro! cond (fn* (& xs) (if (> (count xs) 0) (list 'if (first xs) (if (> (count xs) 1) (nth xs 1) (throw \"odd number of forms to cond\")) (cons 'cond (rest (rest xs)))))))"
+ * `or`: "(defmacro! or (fn* (& xs) (if (empty? xs) nil (if (= 1 (count xs)) (first xs) `(let* (or_FIXME ~(first xs)) (if or_FIXME or_FIXME (or ~@(rest xs))))))))"
+
+
+
+## TODO:
+
+* simplify: "X argument (list element Y)" -> ast[Y]
+* step 8 summary (power of macros, warning about macros, almost to
+ self-hosting)
+* step 9
+* step A
+* more info on hash-map and keyword implementation. Hash-maps just
+ need to support string keys.
+* list of types with metadata: list, vector, hash-map, mal functions
+* more clarity about when to peek and poke in read_list and read_form
+* tokenizer: use first group rather than whole match (to eliminate
+ whitespace/commas)