pybind11/README_smart_holder.rst

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==============================
pybind11 — smart_holder branch
==============================
Overview
========
- The smart_holder branch is a strict superset of the pybind11 master branch.
Everything that works with the master branch is expected to work exactly the
same with the smart_holder branch.
- Activating the smart_holder functionality for a given C++ type ``T`` is as
easy as changing ``py::class_<T>`` to ``py::classh<T>`` in client code.
- The ``py::classh<T>`` functionality includes
* support for **two-way** Python/C++ conversions for both
``std::unique_ptr<T>`` and ``std::shared_ptr<T>`` **simultaneously**.
— In contrast, ``py::class_<T>`` only supports one-way C++-to-Python
conversions for ``std::unique_ptr<T>``, or alternatively two-way
Python/C++ conversions for ``std::shared_ptr<T>``, which then excludes
the one-way C++-to-Python ``std::unique_ptr<T>`` conversions (this
manifests itself through undefined runtime behavior).
* passing a Python object back to C++ via ``std::unique_ptr<T>``, safely
**disowning** the Python object.
* safely passing `"trampoline"
<https://pybind11.readthedocs.io/en/stable/advanced/classes.html#overriding-virtual-functions-in-python>`_
objects (objects with C++ virtual function overrides implemented in
Python) via ``std::unique_ptr<T>`` or ``std::shared_ptr<T>`` back to C++:
associated Python objects are automatically kept alive for the lifetime
of the smart-pointer.
Note: As of `PR #5257 <https://github.com/pybind/pybind11/pull/5257>`_
the smart_holder functionality is fully baked into pybind11.
Prior to PR #5257 the smart_holder implementation was an "add-on", which made
it necessary to use a ``PYBIND11_SMART_HOLDER_TYPE_CASTERS`` macro. This macro
still exists for backward compatibility, but is now a no-op. The trade-off
for this convenience is that the ``PYBIND11_INTERNALS_VERSION`` needed to be
changed. Consequently, Python extension modules built with the smart_holder
branch no longer interoperate with extension modules built with the pybind11
master branch. If cross-extension-module interoperability is required, all
extension modules involved must be built with the smart_holder branch.
— Probably, most extension modules do not require cross-extension-module
interoperability, but exceptions to this are quite common.
What is fundamentally different?
--------------------------------
- Classic pybind11 has the concept of "smart-pointer is holder".
Interoperability between smart-pointers is completely missing. For example,
with ``py::class_<T, std::shared_ptr<T>>``, ``return``-ing a
``std::unique_ptr<T>`` leads to undefined runtime behavior
(`#1138 <https://github.com/pybind/pybind11/issues/1138>`_).
A `systematic analysis can be found here
<https://github.com/pybind/pybind11/pull/2672#issuecomment-748392993>`_.
- ``py::smart_holder`` has a richer concept in comparison, with well-defined
runtime behavior in all situations. ``py::smart_holder`` "knows" about both
``std::unique_ptr<T>`` and ``std::shared_ptr<T>``, and how they interoperate.
What motivated the development of the smart_holder code?
--------------------------------------------------------
- The original context was retooling of `PyCLIF
<https://github.com/google/clif/>`_, to use pybind11 underneath,
instead of directly targeting the Python C API. Essentially the smart_holder
branch is porting established PyCLIF functionality into pybind11. (However,
this work also led to bug fixes in PyCLIF.)
Installation
============
Currently ``git clone`` is the only option. We do not have released packages.
.. code-block:: bash
git clone --branch smart_holder https://github.com/pybind/pybind11.git
Everything else is exactly identical to using the default (master) branch.
Trampolines and std::unique_ptr
-------------------------------
A pybind11 `"trampoline"
<https://pybind11.readthedocs.io/en/stable/advanced/classes.html#overriding-virtual-functions-in-python>`_
is a C++ helper class with virtual function overrides that transparently
call back from C++ into Python. To enable safely passing a ``std::unique_ptr``
to a trampoline object between Python and C++, the trampoline class must
inherit from ``py::trampoline_self_life_support``, for example:
.. code-block:: cpp
class PyAnimal : public Animal, public py::trampoline_self_life_support {
...
};
This is the only difference compared to classic pybind11. A fairly
minimal but complete example is tests/test_class_sh_trampoline_unique_ptr.cpp.
Related links
=============
* The smart_holder branch addresses issue
`#1138 <https://github.com/pybind/pybind11/issues/1138>`_ and
the ten issues enumerated in the `description of PR 2839
<https://github.com/pybind/pybind11/pull/2839#issue-564808678>`_.
* `Description of PR #2672
<https://github.com/pybind/pybind11/pull/2672#issue-522688184>`_, from which
the smart_holder branch was created.
* Small `slide deck
<https://docs.google.com/presentation/d/1r7auDN0x-b6uf-XCvUnZz6z09raasRcCHBMVDh7PsnQ/>`_
presented in meeting with pybind11 maintainers on Feb 22, 2021. Slides 5
and 6 show performance comparisons. (These are outdated but probably not far off.)