# Design¶

Summary of our design decisions and some pointers to the literature.

## SymEngine is used in different languages¶

The C++ SymEngine library doesn’t care about SymPy objects at all. We are just trying to implement things in some maintainable way, currently we settled on using Basic, Mul, Pow, … hierarchy and implement most functionality using the visitor pattern or single dispatch, so Basic doesn’t need many methods. We are keeping an option to perhaps do things differently if they turn out to be faster. Either way though, this shouldn’t matter at all for how it is actually used from Python, Ruby or Julia.

Let’s talk about just Python: the wrappers are in the symengine.py project. They are implemented using Cython, and they are free to introduce any kind of classes (including SymPy’s Expr or Sage’s Expression if needed), and the point of the wrappers is to make sure that things work out of the box from SymPy and Sage. The only job of the C++ SymEngine library is to ensure that the library’s C++ API is implemented in such a way so that the wrappers can be written to do what they need. For example, we could easily introduce SymPy’s Expr into the wrappers, by simply introducing the Expr class and make all the other classes subclass from it instead of from Basic.

That was the reason we split the wrappers, so now in the (pure) C++ symengine/symengine repository, we only have to worry about speed, correctness, maintainability and a usable API, and we can concentrate on these things without worrying or even testing any kind of wrappers. In the wrappers (symengine/symengine.py, or .jl, .rb), we simply just use the C++ (or C) API and the only thing we care is so that the (Python) wrapper can be used from sympy/Sage (and we test that in the test suite), and that it doesn’t introduce unnecessary overhead in terms of speed. Ruby or Julia (or R) wrappers then care about interoperability with other libraries in those languages.

## Reference Counted Pointers¶

### Teuchos RCP¶

Memory management is handled by RCP (reference counted pointers) from Trilinos (the module Teuchos). We have copied the relevant files into src/teuchos, so no external dependencies need to be obtained. Brief code snippets of the most frequent operations are given in our C++ Style Guide, and should be consulted if you are unsure about the syntax. In order to understand how these pointers work under the hood, read the Teuchos::RCP Beginner’s Guide (pdf). Finally, a more thorough exposition is given in Teuchos C++ Memory Management Classes, Idioms, and Related Topics — The Complete Reference (pdf).

Teuchos’ RCP implements reference counting of objects, in the exact way Python does. When an object runs out of scope, its reference count is decreased. When it is copied, its reference count is increased. When the reference count goes to zero, it is deallocated. This all happens automatically, so; as long as our C++ Style Guide is followed, things just work.

When CMAKE_BUILD_TYPE=Debug is set during the CMake build (which is the default type), then Teuchos is compiled with debugging support, which means that as long as the C++ Style Guide is followed; the C++ code should never segfault (since no access is provided to raw pointers that could segfault and Teuchos raises a nice exception with full stack trace instead of raising a segfault if there is any problem; this too, is reminiscent of very similar to Python). Use this mode when developing.

When the production build is used; by setting CMAKE_BUILD_TYPE=Release, then Teuchos is compiled without debugging support, which means that all pointer operations become either as fast as raw pointers, or very close. As such, there is pretty much zero overhead. However, in this mode, the program can segfault if you access memory incorrectly. This segfault however would be prevented under CMAKE_BUILD_TYPE=Debug, so always use the Debug build to test your code, only when all tests pass should you enable Release mode.

The Trilinos RCP pointers as described above are only used when the WITH_SYMENGINE_RCP=OFF is set in CMake. The default option is WITH_SYMENGINE_RCP=ON, which uses our own implementation of RCP (see src/symengine_rcp.h). Our implementation is faster, but it only implements a subset of all the functionality and it requires that all our objects have a refcount_ variable. Otherwise the usage of our in-house RCP and the Teuchos::RCP are identical, and continuous integration tests run both implementations of RCP to make sure the code works with both.

### Ptr and RCP¶

The RCP has an overhead with every assignment due to the change (increase/decrease) in the refcount. You can access the inner pointer as Ptr (just call .ptr()), which has the same performance as raw pointer in Release mode, yet it is 100% safe in Debug mode (i.e. if the original RCP goes out of scope and the object deallocated; then the Ptr becomes dangling, but you get a nice exception raised in Debug mode on subsequent access attempts —- in Release mode it will segfault or have undefined behavior, just like a raw pointer). The idea is that for non-ownership access — i.e. typically when you just want to read some term in Add, we should be passing around Ptr, not RCP (which has the extra refcount increment/decrement overhead, which wasteful when we do not plan to own it). Such efficient implementations for the basic classes have already been implmented in SymEngine and can be viewed in the API documentation.

### UniquePtr¶

In terms of performance, the std::unique_ptr is similar to implementations involving raw pointers and manual calls to new and delete, so there are no reasons to use such manual new/delete calls and raw pointers; instead; one should use std::unique_ptr. One issue with std::unique_ptr is that if you get access to the raw pointer using .get(), then it will segfault if this pointer becomes dangling (i.e. there are no Debug time checks implemented in the standard library for this because it returns a raw pointer, not a Ptr object). This can however be fixed by writing a new class UniquePtr that returns a Ptr instead of a raw pointer and if you want to pass this around it is 100% Debug time checked, so it cannot segfault in Debug mode. Work on the implementation of this class has been ongoing in https://github.com/certik/trilinos/pull/1. The main bottleneck is that it needs to work with custom deallocators and be a drop-in replacement for std::unique_ptr, but it will be done in due time. The beauty of this new UniquePtr class is that together with Ptr, there will be no need to ever use manual new/delete calls and raw pointers. UniquePtr has the same performance in Release mode, yet it is 100% safe in Debug mode and allows for having your cake and eating it too. It’s great.

However, the issue is that even manual new/delete patterns (or the equivalent UniquePtr) are slow, so we would like to avoid such operations, or perform them as little as possible. The feasibility of phasing out RCP in favor of UniquePtr is still under consideration. The benefits are substantial. It would mean that for example, the Add container would deallocate its contents (i.e. instead of having a hashtable full of RCP objects, it would have a hashtable full of UniquePtr objects), and on being accessed, would return a given term, which might just be a Ptr (which is very fast, but could become dangling if Add goes out of scope — which would be checked at Debug time, so no segfault, but in Release builds it would segfault, and this error propagates for example; if one does an improper access at runtime from the Python wrappers in Release mode, it would segfault, which means then that the wrappers must be made aware of this behavior and prevented and must ensure such cases are not exposed to the user). Another simpler method is to make a copy of the object in such situations. For example, if you create some symbols and then use them in expressions, then currently we just pass around as RCPs, i.e. reference counted pointers to the original symbol. With the new approach, we would need to make a copy. Since we do not want to copy the std::string from inside Symbol, we want to store the symbols in some kind of table, and only pass a simple reference to the table (and also we need to deallocate things from the table if they are not used anymore). In other words, we just reinvented RCP again. So for Symbols, it seems that the UniquePrt wouldn’t have many benefits. There might be cases where this formulation has some benefit for classes like Add. If they internally use UniquePtr, we can do an optimization in Release mode and store the contents directly in the hashtable (i.e. with no pointers at all), and still pass around the Ptr to other code (i.e in Debug mode it would use UniquePtr, thus we would make sure that things are not dangling, and in Release mode we just pass around Ptr, with the performance of a raw pointer, to the internal array), that way we avoid new/delete. Also with this one can do custom allocator, i.e. allocate a chunk of memory for the hashtable, and just do a placement new. This has been tested by the lead developer (Óndrej) and he was surprised to find that, the performance wasn’t much different to UniquePtr (for smaller objects it was a bit faster, but for larger objects — remember they are stored by value now — it was even slower). Also the creation time for each type, RCP and UniquePtr was almost the same as well. The reason is that a simple refcount initialization is negligible in terms of time compared to the new call. What is slow is if you pass around RCP instead of Ptr, because a raw pointer (which is what Ptr is in Release mode) is much faster than a refcount increase/decrease. We should still investigate if we can get rid of new/delete using the approaches from this paragraph.

### Conclusion:¶

• We should pass around Ptr instead of RCP whenever possible, and we can do this right away.

• Use UniquePtr (after it is implemented) whenever possible instead of RCP — though most places in SymEngine seem to require RCP. We should keep this in mind, there might still be one or two places where UniquePtr is the way to go.

• Never use raw new/delete calls and never use raw pointers (use UniquePtr + Ptr, and if it is not sufficient, use the slower RCP + Ptr).

• Never pass pointers to some internal data — pass Ptr and have it checked at the Debug phase using UniquePtr in Debug mode, and use the data directly in Release mode

As an example of the last point, e.g. to give access to an internal std::map (as a pointer, so that the map is not copied), here is how to do it:

class A {
private:
#ifdef DEBUG_MODE
UniquePtr<std::map<int, int> > m;
#else
std::map<int, int> m;
#endif
public:
Ptr<std::map<int, int>> get_access() {
#ifdef DEBUG_MODE
return m.ptr();
#else
return ptrFromRef(m);
#endif
}
};


That way, in debug mode, you can catch dangling references but in the optimized mode it is optimally fast.

## Object creation and is_canonical()¶

Classes like Add, Mul, Pow are initialized through their constructor using their internal representation. Add, Mul have a coeff and dict, while Pow has a base and an exp. There are restrictions on what coeff and dict can be (for example coeff cannot be zero in Mul, and if Mul is used inside Add, then Mul’s coeff must be one, etc.). All these restrictions are checked when SYMENGINE_ASSERT is enabled inside constructors using the is_canonical() method. In this manner, you don’t have to worry about creating Add/Mul/Pow with wrong arguments, as it will be caught by the tests. In the Release mode no checks are done, so you can construct Add/Mul/Pow very quickly. The idea is that depending on the algorithm, you sometimes know that things are already canonical, so you simply pass it directly to Add/Mul/Pow and you avoid expensive type checking and canonicalization. At the same time, you need to make sure that tests are still running with SYMENGINE_ASSERT enabled, so that Add/Mul/Pow is never in an inconsistent state.

The philosophy of SymEngine is that you impose as many restrictions as possible in the is_canonical() method for each class (and only check that in Debug mode), so that inside the class you can assume all those things can be taken for granted and thus call faster algorithms (e.g. in Rational you know it’s not an integer, so you don’t need to worry about that special case, at the same time if you have an integer, you are forced to use the Integer class, thus automatically using faster algorithms for just integers). Then the idea is to use the information about the algorithm to construct arguments of the SymEngine classes in canonical form and then call the constructor without any checks.

For cases where you can’t or don’t want to bother constructing in canonical form, we provide high-level functions like add, mul, pow, rational, where you just provide arguments that are not necessarily in canonical form, and these functions will check and simplify. E.g. add(x, x) will check and simplify to Mul(2, x), e.g. you never have the instance Add(x, x). In the same spirit, rational(2, 1) will check and convert to Integer(2), e.g. you never have Rational(2, 1).

Summary: always try to construct objects directly using their constructors and all the knowledge that you have for the given algorithm, that way things will be very fast. If you want slower but simpler code, you can use the add(), mul(), pow(), rational() functions that perform general and possibly slow canonicalization first.

Ideally, we would like to be able to do:

RCP<Basic> x  = make_rcp<Symbol>("x");
RCP<Basic> y  = make_rcp<Symbol>("y");
RCP<Basic> r = (x + y) + (y + x);
std::cout << r << std::endl;


But the problem is, that the +, - and << operations must be defined on the RCP objects. However, just as you should not redefine what double + double is, you should not try to redefine operator overloading for an existing type (RCP). We can override operators for Basic objects, like so:

((*x) + (*y)) + ((*y) + (*x))


But here the problem is that the + operator only gets access to Basic, but it needs to access RCP<Basic> for memory management. In order to allow for operator overloaded types that use dynamic memory allocation, we will need to create our own “handle” classes. It is hard to write a handle class in C++ that are const-correct and clean and simple to use for most C++ developers. It can be done, but it is very hard, especially since we care about performance. In our opinion, we are better off writing such a layer in Python. An example of handle classes is [2] — it is non-const correct, but should give the ok performance.

Solution: using non-member non-friend functions is much more clear and much cleaner:

add(add(x, y), add(y, x))


The function signature of add is:

inline RCP<Basic> add(const RCP<Basic> &a, const RCP<Basic> &b);


For more complicated expressions, instead of add, we might also consider using the naming scheme proposed in [1]. Another advantage of this approach is that compiler errors are much easier to understand since it either finds our function or it does not, while when overloading operators of our templated classes (and RCP), any mistake typically results in pages of compiler errors in gcc.

The Python wrappers then just call this add function and provide natural mathematical syntax (x + y) + (y + x) at the Python level.