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2.. _xfs_online_fsck_design:
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16
17======================
18XFS Online Fsck Design
19======================
20
21This document captures the design of the online filesystem check feature for
22XFS.
23The purpose of this document is threefold:
24
25- To help kernel distributors understand exactly what the XFS online fsck
26  feature is, and issues about which they should be aware.
27
28- To help people reading the code to familiarize themselves with the relevant
29  concepts and design points before they start digging into the code.
30
31- To help developers maintaining the system by capturing the reasons
32  supporting higher level decision making.
33
34As the online fsck code is merged, the links in this document to topic branches
35will be replaced with links to code.
36
37This document is licensed under the terms of the GNU Public License, v2.
38The primary author is Darrick J. Wong.
39
40This design document is split into seven parts.
41Part 1 defines what fsck tools are and the motivations for writing a new one.
42Parts 2 and 3 present a high level overview of how online fsck process works
43and how it is tested to ensure correct functionality.
44Part 4 discusses the user interface and the intended usage modes of the new
45program.
46Parts 5 and 6 show off the high level components and how they fit together, and
47then present case studies of how each repair function actually works.
48Part 7 sums up what has been discussed so far and speculates about what else
49might be built atop online fsck.
50
51.. contents:: Table of Contents
52   :local:
53
541. What is a Filesystem Check?
55==============================
56
57A Unix filesystem has four main responsibilities:
58
59- Provide a hierarchy of names through which application programs can associate
60  arbitrary blobs of data for any length of time,
61
62- Virtualize physical storage media across those names, and
63
64- Retrieve the named data blobs at any time.
65
66- Examine resource usage.
67
68Metadata directly supporting these functions (e.g. files, directories, space
69mappings) are sometimes called primary metadata.
70Secondary metadata (e.g. reverse mapping and directory parent pointers) support
71operations internal to the filesystem, such as internal consistency checking
72and reorganization.
73Summary metadata, as the name implies, condense information contained in
74primary metadata for performance reasons.
75
76The filesystem check (fsck) tool examines all the metadata in a filesystem
77to look for errors.
78In addition to looking for obvious metadata corruptions, fsck also
79cross-references different types of metadata records with each other to look
80for inconsistencies.
81People do not like losing data, so most fsck tools also contains some ability
82to correct any problems found.
83As a word of caution -- the primary goal of most Linux fsck tools is to restore
84the filesystem metadata to a consistent state, not to maximize the data
85recovered.
86That precedent will not be challenged here.
87
88Filesystems of the 20th century generally lacked any redundancy in the ondisk
89format, which means that fsck can only respond to errors by erasing files until
90errors are no longer detected.
91More recent filesystem designs contain enough redundancy in their metadata that
92it is now possible to regenerate data structures when non-catastrophic errors
93occur; this capability aids both strategies.
94
95+--------------------------------------------------------------------------+
96| **Note**:                                                                |
97+--------------------------------------------------------------------------+
98| System administrators avoid data loss by increasing the number of        |
99| separate storage systems through the creation of backups; and they avoid |
100| downtime by increasing the redundancy of each storage system through the |
101| creation of RAID arrays.                                                 |
102| fsck tools address only the first problem.                               |
103+--------------------------------------------------------------------------+
104
105TLDR; Show Me the Code!
106-----------------------
107
108Code is posted to the kernel.org git trees as follows:
109`kernel changes <https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=repair-symlink>`_,
110`userspace changes <https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfsprogs-dev.git/log/?h=scrub-media-scan-service>`_, and
111`QA test changes <https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfstests-dev.git/log/?h=repair-dirs>`_.
112Each kernel patchset adding an online repair function will use the same branch
113name across the kernel, xfsprogs, and fstests git repos.
114
115Existing Tools
116--------------
117
118The online fsck tool described here will be the third tool in the history of
119XFS (on Linux) to check and repair filesystems.
120Two programs precede it:
121
122The first program, ``xfs_check``, was created as part of the XFS debugger
123(``xfs_db``) and can only be used with unmounted filesystems.
124It walks all metadata in the filesystem looking for inconsistencies in the
125metadata, though it lacks any ability to repair what it finds.
126Due to its high memory requirements and inability to repair things, this
127program is now deprecated and will not be discussed further.
128
129The second program, ``xfs_repair``, was created to be faster and more robust
130than the first program.
131Like its predecessor, it can only be used with unmounted filesystems.
132It uses extent-based in-memory data structures to reduce memory consumption,
133and tries to schedule readahead IO appropriately to reduce I/O waiting time
134while it scans the metadata of the entire filesystem.
135The most important feature of this tool is its ability to respond to
136inconsistencies in file metadata and directory tree by erasing things as needed
137to eliminate problems.
138Space usage metadata are rebuilt from the observed file metadata.
139
140Problem Statement
141-----------------
142
143The current XFS tools leave several problems unsolved:
144
1451. **User programs** suddenly **lose access** to the filesystem when unexpected
146   shutdowns occur as a result of silent corruptions in the metadata.
147   These occur **unpredictably** and often without warning.
148
1492. **Users** experience a **total loss of service** during the recovery period
150   after an **unexpected shutdown** occurs.
151
1523. **Users** experience a **total loss of service** if the filesystem is taken
153   offline to **look for problems** proactively.
154
1554. **Data owners** cannot **check the integrity** of their stored data without
156   reading all of it.
157   This may expose them to substantial billing costs when a linear media scan
158   performed by the storage system administrator might suffice.
159
1605. **System administrators** cannot **schedule** a maintenance window to deal
161   with corruptions if they **lack the means** to assess filesystem health
162   while the filesystem is online.
163
1646. **Fleet monitoring tools** cannot **automate periodic checks** of filesystem
165   health when doing so requires **manual intervention** and downtime.
166
1677. **Users** can be tricked into **doing things they do not desire** when
168   malicious actors **exploit quirks of Unicode** to place misleading names
169   in directories.
170
171Given this definition of the problems to be solved and the actors who would
172benefit, the proposed solution is a third fsck tool that acts on a running
173filesystem.
174
175This new third program has three components: an in-kernel facility to check
176metadata, an in-kernel facility to repair metadata, and a userspace driver
177program to drive fsck activity on a live filesystem.
178``xfs_scrub`` is the name of the driver program.
179The rest of this document presents the goals and use cases of the new fsck
180tool, describes its major design points in connection to those goals, and
181discusses the similarities and differences with existing tools.
182
183+--------------------------------------------------------------------------+
184| **Note**:                                                                |
185+--------------------------------------------------------------------------+
186| Throughout this document, the existing offline fsck tool can also be     |
187| referred to by its current name "``xfs_repair``".                        |
188| The userspace driver program for the new online fsck tool can be         |
189| referred to as "``xfs_scrub``".                                          |
190| The kernel portion of online fsck that validates metadata is called      |
191| "online scrub", and portion of the kernel that fixes metadata is called  |
192| "online repair".                                                         |
193+--------------------------------------------------------------------------+
194
195The naming hierarchy is broken up into objects known as directories and files
196and the physical space is split into pieces known as allocation groups.
197Sharding enables better performance on highly parallel systems and helps to
198contain the damage when corruptions occur.
199The division of the filesystem into principal objects (allocation groups and
200inodes) means that there are ample opportunities to perform targeted checks and
201repairs on a subset of the filesystem.
202
203While this is going on, other parts continue processing IO requests.
204Even if a piece of filesystem metadata can only be regenerated by scanning the
205entire system, the scan can still be done in the background while other file
206operations continue.
207
208In summary, online fsck takes advantage of resource sharding and redundant
209metadata to enable targeted checking and repair operations while the system
210is running.
211This capability will be coupled to automatic system management so that
212autonomous self-healing of XFS maximizes service availability.
213
2142. Theory of Operation
215======================
216
217Because it is necessary for online fsck to lock and scan live metadata objects,
218online fsck consists of three separate code components.
219The first is the userspace driver program ``xfs_scrub``, which is responsible
220for identifying individual metadata items, scheduling work items for them,
221reacting to the outcomes appropriately, and reporting results to the system
222administrator.
223The second and third are in the kernel, which implements functions to check
224and repair each type of online fsck work item.
225
226+------------------------------------------------------------------+
227| **Note**:                                                        |
228+------------------------------------------------------------------+
229| For brevity, this document shortens the phrase "online fsck work |
230| item" to "scrub item".                                           |
231+------------------------------------------------------------------+
232
233Scrub item types are delineated in a manner consistent with the Unix design
234philosophy, which is to say that each item should handle one aspect of a
235metadata structure, and handle it well.
236
237Scope
238-----
239
240In principle, online fsck should be able to check and to repair everything that
241the offline fsck program can handle.
242However, online fsck cannot be running 100% of the time, which means that
243latent errors may creep in after a scrub completes.
244If these errors cause the next mount to fail, offline fsck is the only
245solution.
246This limitation means that maintenance of the offline fsck tool will continue.
247A second limitation of online fsck is that it must follow the same resource
248sharing and lock acquisition rules as the regular filesystem.
249This means that scrub cannot take *any* shortcuts to save time, because doing
250so could lead to concurrency problems.
251In other words, online fsck is not a complete replacement for offline fsck, and
252a complete run of online fsck may take longer than online fsck.
253However, both of these limitations are acceptable tradeoffs to satisfy the
254different motivations of online fsck, which are to **minimize system downtime**
255and to **increase predictability of operation**.
256
257.. _scrubphases:
258
259Phases of Work
260--------------
261
262The userspace driver program ``xfs_scrub`` splits the work of checking and
263repairing an entire filesystem into seven phases.
264Each phase concentrates on checking specific types of scrub items and depends
265on the success of all previous phases.
266The seven phases are as follows:
267
2681. Collect geometry information about the mounted filesystem and computer,
269   discover the online fsck capabilities of the kernel, and open the
270   underlying storage devices.
271
2722. Check allocation group metadata, all realtime volume metadata, and all quota
273   files.
274   Each metadata structure is scheduled as a separate scrub item.
275   If corruption is found in the inode header or inode btree and ``xfs_scrub``
276   is permitted to perform repairs, then those scrub items are repaired to
277   prepare for phase 3.
278   Repairs are implemented by using the information in the scrub item to
279   resubmit the kernel scrub call with the repair flag enabled; this is
280   discussed in the next section.
281   Optimizations and all other repairs are deferred to phase 4.
282
2833. Check all metadata of every file in the filesystem.
284   Each metadata structure is also scheduled as a separate scrub item.
285   If repairs are needed and ``xfs_scrub`` is permitted to perform repairs,
286   and there were no problems detected during phase 2, then those scrub items
287   are repaired immediately.
288   Optimizations, deferred repairs, and unsuccessful repairs are deferred to
289   phase 4.
290
2914. All remaining repairs and scheduled optimizations are performed during this
292   phase, if the caller permits them.
293   Before starting repairs, the summary counters are checked and any necessary
294   repairs are performed so that subsequent repairs will not fail the resource
295   reservation step due to wildly incorrect summary counters.
296   Unsuccessful repairs are requeued as long as forward progress on repairs is
297   made somewhere in the filesystem.
298   Free space in the filesystem is trimmed at the end of phase 4 if the
299   filesystem is clean.
300
3015. By the start of this phase, all primary and secondary filesystem metadata
302   must be correct.
303   Summary counters such as the free space counts and quota resource counts
304   are checked and corrected.
305   Directory entry names and extended attribute names are checked for
306   suspicious entries such as control characters or confusing Unicode sequences
307   appearing in names.
308
3096. If the caller asks for a media scan, read all allocated and written data
310   file extents in the filesystem.
311   The ability to use hardware-assisted data file integrity checking is new
312   to online fsck; neither of the previous tools have this capability.
313   If media errors occur, they will be mapped to the owning files and reported.
314
3157. Re-check the summary counters and presents the caller with a summary of
316   space usage and file counts.
317
318This allocation of responsibilities will be :ref:`revisited <scrubcheck>`
319later in this document.
320
321Steps for Each Scrub Item
322-------------------------
323
324The kernel scrub code uses a three-step strategy for checking and repairing
325the one aspect of a metadata object represented by a scrub item:
326
3271. The scrub item of interest is checked for corruptions; opportunities for
328   optimization; and for values that are directly controlled by the system
329   administrator but look suspicious.
330   If the item is not corrupt or does not need optimization, resource are
331   released and the positive scan results are returned to userspace.
332   If the item is corrupt or could be optimized but the caller does not permit
333   this, resources are released and the negative scan results are returned to
334   userspace.
335   Otherwise, the kernel moves on to the second step.
336
3372. The repair function is called to rebuild the data structure.
338   Repair functions generally choose rebuild a structure from other metadata
339   rather than try to salvage the existing structure.
340   If the repair fails, the scan results from the first step are returned to
341   userspace.
342   Otherwise, the kernel moves on to the third step.
343
3443. In the third step, the kernel runs the same checks over the new metadata
345   item to assess the efficacy of the repairs.
346   The results of the reassessment are returned to userspace.
347
348Classification of Metadata
349--------------------------
350
351Each type of metadata object (and therefore each type of scrub item) is
352classified as follows:
353
354Primary Metadata
355````````````````
356
357Metadata structures in this category should be most familiar to filesystem
358users either because they are directly created by the user or they index
359objects created by the user
360Most filesystem objects fall into this class:
361
362- Free space and reference count information
363
364- Inode records and indexes
365
366- Storage mapping information for file data
367
368- Directories
369
370- Extended attributes
371
372- Symbolic links
373
374- Quota limits
375
376Scrub obeys the same rules as regular filesystem accesses for resource and lock
377acquisition.
378
379Primary metadata objects are the simplest for scrub to process.
380The principal filesystem object (either an allocation group or an inode) that
381owns the item being scrubbed is locked to guard against concurrent updates.
382The check function examines every record associated with the type for obvious
383errors and cross-references healthy records against other metadata to look for
384inconsistencies.
385Repairs for this class of scrub item are simple, since the repair function
386starts by holding all the resources acquired in the previous step.
387The repair function scans available metadata as needed to record all the
388observations needed to complete the structure.
389Next, it stages the observations in a new ondisk structure and commits it
390atomically to complete the repair.
391Finally, the storage from the old data structure are carefully reaped.
392
393Because ``xfs_scrub`` locks a primary object for the duration of the repair,
394this is effectively an offline repair operation performed on a subset of the
395filesystem.
396This minimizes the complexity of the repair code because it is not necessary to
397handle concurrent updates from other threads, nor is it necessary to access
398any other part of the filesystem.
399As a result, indexed structures can be rebuilt very quickly, and programs
400trying to access the damaged structure will be blocked until repairs complete.
401The only infrastructure needed by the repair code are the staging area for
402observations and a means to write new structures to disk.
403Despite these limitations, the advantage that online repair holds is clear:
404targeted work on individual shards of the filesystem avoids total loss of
405service.
406
407This mechanism is described in section 2.1 ("Off-Line Algorithm") of
408V. Srinivasan and M. J. Carey, `"Performance of On-Line Index Construction
409Algorithms" <https://minds.wisconsin.edu/bitstream/handle/1793/59524/TR1047.pdf>`_,
410*Extending Database Technology*, pp. 293-309, 1992.
411
412Most primary metadata repair functions stage their intermediate results in an
413in-memory array prior to formatting the new ondisk structure, which is very
414similar to the list-based algorithm discussed in section 2.3 ("List-Based
415Algorithms") of Srinivasan.
416However, any data structure builder that maintains a resource lock for the
417duration of the repair is *always* an offline algorithm.
418
419.. _secondary_metadata:
420
421Secondary Metadata
422``````````````````
423
424Metadata structures in this category reflect records found in primary metadata,
425but are only needed for online fsck or for reorganization of the filesystem.
426
427Secondary metadata include:
428
429- Reverse mapping information
430
431- Directory parent pointers
432
433This class of metadata is difficult for scrub to process because scrub attaches
434to the secondary object but needs to check primary metadata, which runs counter
435to the usual order of resource acquisition.
436Frequently, this means that full filesystems scans are necessary to rebuild the
437metadata.
438Check functions can be limited in scope to reduce runtime.
439Repairs, however, require a full scan of primary metadata, which can take a
440long time to complete.
441Under these conditions, ``xfs_scrub`` cannot lock resources for the entire
442duration of the repair.
443
444Instead, repair functions set up an in-memory staging structure to store
445observations.
446Depending on the requirements of the specific repair function, the staging
447index will either have the same format as the ondisk structure or a design
448specific to that repair function.
449The next step is to release all locks and start the filesystem scan.
450When the repair scanner needs to record an observation, the staging data are
451locked long enough to apply the update.
452While the filesystem scan is in progress, the repair function hooks the
453filesystem so that it can apply pending filesystem updates to the staging
454information.
455Once the scan is done, the owning object is re-locked, the live data is used to
456write a new ondisk structure, and the repairs are committed atomically.
457The hooks are disabled and the staging staging area is freed.
458Finally, the storage from the old data structure are carefully reaped.
459
460Introducing concurrency helps online repair avoid various locking problems, but
461comes at a high cost to code complexity.
462Live filesystem code has to be hooked so that the repair function can observe
463updates in progress.
464The staging area has to become a fully functional parallel structure so that
465updates can be merged from the hooks.
466Finally, the hook, the filesystem scan, and the inode locking model must be
467sufficiently well integrated that a hook event can decide if a given update
468should be applied to the staging structure.
469
470In theory, the scrub implementation could apply these same techniques for
471primary metadata, but doing so would make it massively more complex and less
472performant.
473Programs attempting to access the damaged structures are not blocked from
474operation, which may cause application failure or an unplanned filesystem
475shutdown.
476
477Inspiration for the secondary metadata repair strategy was drawn from section
4782.4 of Srinivasan above, and sections 2 ("NSF: Inded Build Without Side-File")
479and 3.1.1 ("Duplicate Key Insert Problem") in C. Mohan, `"Algorithms for
480Creating Indexes for Very Large Tables Without Quiescing Updates"
481<https://dl.acm.org/doi/10.1145/130283.130337>`_, 1992.
482
483The sidecar index mentioned above bears some resemblance to the side file
484method mentioned in Srinivasan and Mohan.
485Their method consists of an index builder that extracts relevant record data to
486build the new structure as quickly as possible; and an auxiliary structure that
487captures all updates that would be committed to the index by other threads were
488the new index already online.
489After the index building scan finishes, the updates recorded in the side file
490are applied to the new index.
491To avoid conflicts between the index builder and other writer threads, the
492builder maintains a publicly visible cursor that tracks the progress of the
493scan through the record space.
494To avoid duplication of work between the side file and the index builder, side
495file updates are elided when the record ID for the update is greater than the
496cursor position within the record ID space.
497
498To minimize changes to the rest of the codebase, XFS online repair keeps the
499replacement index hidden until it's completely ready to go.
500In other words, there is no attempt to expose the keyspace of the new index
501while repair is running.
502The complexity of such an approach would be very high and perhaps more
503appropriate to building *new* indices.
504
505**Future Work Question**: Can the full scan and live update code used to
506facilitate a repair also be used to implement a comprehensive check?
507
508*Answer*: In theory, yes.  Check would be much stronger if each scrub function
509employed these live scans to build a shadow copy of the metadata and then
510compared the shadow records to the ondisk records.
511However, doing that is a fair amount more work than what the checking functions
512do now.
513The live scans and hooks were developed much later.
514That in turn increases the runtime of those scrub functions.
515
516Summary Information
517```````````````````
518
519Metadata structures in this last category summarize the contents of primary
520metadata records.
521These are often used to speed up resource usage queries, and are many times
522smaller than the primary metadata which they represent.
523
524Examples of summary information include:
525
526- Summary counts of free space and inodes
527
528- File link counts from directories
529
530- Quota resource usage counts
531
532Check and repair require full filesystem scans, but resource and lock
533acquisition follow the same paths as regular filesystem accesses.
534
535The superblock summary counters have special requirements due to the underlying
536implementation of the incore counters, and will be treated separately.
537Check and repair of the other types of summary counters (quota resource counts
538and file link counts) employ the same filesystem scanning and hooking
539techniques as outlined above, but because the underlying data are sets of
540integer counters, the staging data need not be a fully functional mirror of the
541ondisk structure.
542
543Inspiration for quota and file link count repair strategies were drawn from
544sections 2.12 ("Online Index Operations") through 2.14 ("Incremental View
545Maintenance") of G.  Graefe, `"Concurrent Queries and Updates in Summary Views
546and Their Indexes"
547<http://www.odbms.org/wp-content/uploads/2014/06/Increment-locks.pdf>`_, 2011.
548
549Since quotas are non-negative integer counts of resource usage, online
550quotacheck can use the incremental view deltas described in section 2.14 to
551track pending changes to the block and inode usage counts in each transaction,
552and commit those changes to a dquot side file when the transaction commits.
553Delta tracking is necessary for dquots because the index builder scans inodes,
554whereas the data structure being rebuilt is an index of dquots.
555Link count checking combines the view deltas and commit step into one because
556it sets attributes of the objects being scanned instead of writing them to a
557separate data structure.
558Each online fsck function will be discussed as case studies later in this
559document.
560
561Risk Management
562---------------
563
564During the development of online fsck, several risk factors were identified
565that may make the feature unsuitable for certain distributors and users.
566Steps can be taken to mitigate or eliminate those risks, though at a cost to
567functionality.
568
569- **Decreased performance**: Adding metadata indices to the filesystem
570  increases the time cost of persisting changes to disk, and the reverse space
571  mapping and directory parent pointers are no exception.
572  System administrators who require the maximum performance can disable the
573  reverse mapping features at format time, though this choice dramatically
574  reduces the ability of online fsck to find inconsistencies and repair them.
575
576- **Incorrect repairs**: As with all software, there might be defects in the
577  software that result in incorrect repairs being written to the filesystem.
578  Systematic fuzz testing (detailed in the next section) is employed by the
579  authors to find bugs early, but it might not catch everything.
580  The kernel build system provides Kconfig options (``CONFIG_XFS_ONLINE_SCRUB``
581  and ``CONFIG_XFS_ONLINE_REPAIR``) to enable distributors to choose not to
582  accept this risk.
583  The xfsprogs build system has a configure option (``--enable-scrub=no``) that
584  disables building of the ``xfs_scrub`` binary, though this is not a risk
585  mitigation if the kernel functionality remains enabled.
586
587- **Inability to repair**: Sometimes, a filesystem is too badly damaged to be
588  repairable.
589  If the keyspaces of several metadata indices overlap in some manner but a
590  coherent narrative cannot be formed from records collected, then the repair
591  fails.
592  To reduce the chance that a repair will fail with a dirty transaction and
593  render the filesystem unusable, the online repair functions have been
594  designed to stage and validate all new records before committing the new
595  structure.
596
597- **Misbehavior**: Online fsck requires many privileges -- raw IO to block
598  devices, opening files by handle, ignoring Unix discretionary access control,
599  and the ability to perform administrative changes.
600  Running this automatically in the background scares people, so the systemd
601  background service is configured to run with only the privileges required.
602  Obviously, this cannot address certain problems like the kernel crashing or
603  deadlocking, but it should be sufficient to prevent the scrub process from
604  escaping and reconfiguring the system.
605  The cron job does not have this protection.
606
607- **Fuzz Kiddiez**: There are many people now who seem to think that running
608  automated fuzz testing of ondisk artifacts to find mischievous behavior and
609  spraying exploit code onto the public mailing list for instant zero-day
610  disclosure is somehow of some social benefit.
611  In the view of this author, the benefit is realized only when the fuzz
612  operators help to **fix** the flaws, but this opinion apparently is not
613  widely shared among security "researchers".
614  The XFS maintainers' continuing ability to manage these events presents an
615  ongoing risk to the stability of the development process.
616  Automated testing should front-load some of the risk while the feature is
617  considered EXPERIMENTAL.
618
619Many of these risks are inherent to software programming.
620Despite this, it is hoped that this new functionality will prove useful in
621reducing unexpected downtime.
622
6233. Testing Plan
624===============
625
626As stated before, fsck tools have three main goals:
627
6281. Detect inconsistencies in the metadata;
629
6302. Eliminate those inconsistencies; and
631
6323. Minimize further loss of data.
633
634Demonstrations of correct operation are necessary to build users' confidence
635that the software behaves within expectations.
636Unfortunately, it was not really feasible to perform regular exhaustive testing
637of every aspect of a fsck tool until the introduction of low-cost virtual
638machines with high-IOPS storage.
639With ample hardware availability in mind, the testing strategy for the online
640fsck project involves differential analysis against the existing fsck tools and
641systematic testing of every attribute of every type of metadata object.
642Testing can be split into four major categories, as discussed below.
643
644Integrated Testing with fstests
645-------------------------------
646
647The primary goal of any free software QA effort is to make testing as
648inexpensive and widespread as possible to maximize the scaling advantages of
649community.
650In other words, testing should maximize the breadth of filesystem configuration
651scenarios and hardware setups.
652This improves code quality by enabling the authors of online fsck to find and
653fix bugs early, and helps developers of new features to find integration
654issues earlier in their development effort.
655
656The Linux filesystem community shares a common QA testing suite,
657`fstests <https://git.kernel.org/pub/scm/fs/xfs/xfstests-dev.git/>`_, for
658functional and regression testing.
659Even before development work began on online fsck, fstests (when run on XFS)
660would run both the ``xfs_check`` and ``xfs_repair -n`` commands on the test and
661scratch filesystems between each test.
662This provides a level of assurance that the kernel and the fsck tools stay in
663alignment about what constitutes consistent metadata.
664During development of the online checking code, fstests was modified to run
665``xfs_scrub -n`` between each test to ensure that the new checking code
666produces the same results as the two existing fsck tools.
667
668To start development of online repair, fstests was modified to run
669``xfs_repair`` to rebuild the filesystem's metadata indices between tests.
670This ensures that offline repair does not crash, leave a corrupt filesystem
671after it exists, or trigger complaints from the online check.
672This also established a baseline for what can and cannot be repaired offline.
673To complete the first phase of development of online repair, fstests was
674modified to be able to run ``xfs_scrub`` in a "force rebuild" mode.
675This enables a comparison of the effectiveness of online repair as compared to
676the existing offline repair tools.
677
678General Fuzz Testing of Metadata Blocks
679---------------------------------------
680
681XFS benefits greatly from having a very robust debugging tool, ``xfs_db``.
682
683Before development of online fsck even began, a set of fstests were created
684to test the rather common fault that entire metadata blocks get corrupted.
685This required the creation of fstests library code that can create a filesystem
686containing every possible type of metadata object.
687Next, individual test cases were created to create a test filesystem, identify
688a single block of a specific type of metadata object, trash it with the
689existing ``blocktrash`` command in ``xfs_db``, and test the reaction of a
690particular metadata validation strategy.
691
692This earlier test suite enabled XFS developers to test the ability of the
693in-kernel validation functions and the ability of the offline fsck tool to
694detect and eliminate the inconsistent metadata.
695This part of the test suite was extended to cover online fsck in exactly the
696same manner.
697
698In other words, for a given fstests filesystem configuration:
699
700* For each metadata object existing on the filesystem:
701
702  * Write garbage to it
703
704  * Test the reactions of:
705
706    1. The kernel verifiers to stop obviously bad metadata
707    2. Offline repair (``xfs_repair``) to detect and fix
708    3. Online repair (``xfs_scrub``) to detect and fix
709
710Targeted Fuzz Testing of Metadata Records
711-----------------------------------------
712
713The testing plan for online fsck includes extending the existing fs testing
714infrastructure to provide a much more powerful facility: targeted fuzz testing
715of every metadata field of every metadata object in the filesystem.
716``xfs_db`` can modify every field of every metadata structure in every
717block in the filesystem to simulate the effects of memory corruption and
718software bugs.
719Given that fstests already contains the ability to create a filesystem
720containing every metadata format known to the filesystem, ``xfs_db`` can be
721used to perform exhaustive fuzz testing!
722
723For a given fstests filesystem configuration:
724
725* For each metadata object existing on the filesystem...
726
727  * For each record inside that metadata object...
728
729    * For each field inside that record...
730
731      * For each conceivable type of transformation that can be applied to a bit field...
732
733        1. Clear all bits
734        2. Set all bits
735        3. Toggle the most significant bit
736        4. Toggle the middle bit
737        5. Toggle the least significant bit
738        6. Add a small quantity
739        7. Subtract a small quantity
740        8. Randomize the contents
741
742        * ...test the reactions of:
743
744          1. The kernel verifiers to stop obviously bad metadata
745          2. Offline checking (``xfs_repair -n``)
746          3. Offline repair (``xfs_repair``)
747          4. Online checking (``xfs_scrub -n``)
748          5. Online repair (``xfs_scrub``)
749          6. Both repair tools (``xfs_scrub`` and then ``xfs_repair`` if online repair doesn't succeed)
750
751This is quite the combinatoric explosion!
752
753Fortunately, having this much test coverage makes it easy for XFS developers to
754check the responses of XFS' fsck tools.
755Since the introduction of the fuzz testing framework, these tests have been
756used to discover incorrect repair code and missing functionality for entire
757classes of metadata objects in ``xfs_repair``.
758The enhanced testing was used to finalize the deprecation of ``xfs_check`` by
759confirming that ``xfs_repair`` could detect at least as many corruptions as
760the older tool.
761
762These tests have been very valuable for ``xfs_scrub`` in the same ways -- they
763allow the online fsck developers to compare online fsck against offline fsck,
764and they enable XFS developers to find deficiencies in the code base.
765
766Proposed patchsets include
767`general fuzzer improvements
768<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfstests-dev.git/log/?h=fuzzer-improvements>`_,
769`fuzzing baselines
770<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfstests-dev.git/log/?h=fuzz-baseline>`_,
771and `improvements in fuzz testing comprehensiveness
772<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfstests-dev.git/log/?h=more-fuzz-testing>`_.
773
774Stress Testing
775--------------
776
777A unique requirement to online fsck is the ability to operate on a filesystem
778concurrently with regular workloads.
779Although it is of course impossible to run ``xfs_scrub`` with *zero* observable
780impact on the running system, the online repair code should never introduce
781inconsistencies into the filesystem metadata, and regular workloads should
782never notice resource starvation.
783To verify that these conditions are being met, fstests has been enhanced in
784the following ways:
785
786* For each scrub item type, create a test to exercise checking that item type
787  while running ``fsstress``.
788* For each scrub item type, create a test to exercise repairing that item type
789  while running ``fsstress``.
790* Race ``fsstress`` and ``xfs_scrub -n`` to ensure that checking the whole
791  filesystem doesn't cause problems.
792* Race ``fsstress`` and ``xfs_scrub`` in force-rebuild mode to ensure that
793  force-repairing the whole filesystem doesn't cause problems.
794* Race ``xfs_scrub`` in check and force-repair mode against ``fsstress`` while
795  freezing and thawing the filesystem.
796* Race ``xfs_scrub`` in check and force-repair mode against ``fsstress`` while
797  remounting the filesystem read-only and read-write.
798* The same, but running ``fsx`` instead of ``fsstress``.  (Not done yet?)
799
800Success is defined by the ability to run all of these tests without observing
801any unexpected filesystem shutdowns due to corrupted metadata, kernel hang
802check warnings, or any other sort of mischief.
803
804Proposed patchsets include `general stress testing
805<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfstests-dev.git/log/?h=race-scrub-and-mount-state-changes>`_
806and the `evolution of existing per-function stress testing
807<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfstests-dev.git/log/?h=refactor-scrub-stress>`_.
808
8094. User Interface
810=================
811
812The primary user of online fsck is the system administrator, just like offline
813repair.
814Online fsck presents two modes of operation to administrators:
815A foreground CLI process for online fsck on demand, and a background service
816that performs autonomous checking and repair.
817
818Checking on Demand
819------------------
820
821For administrators who want the absolute freshest information about the
822metadata in a filesystem, ``xfs_scrub`` can be run as a foreground process on
823a command line.
824The program checks every piece of metadata in the filesystem while the
825administrator waits for the results to be reported, just like the existing
826``xfs_repair`` tool.
827Both tools share a ``-n`` option to perform a read-only scan, and a ``-v``
828option to increase the verbosity of the information reported.
829
830A new feature of ``xfs_scrub`` is the ``-x`` option, which employs the error
831correction capabilities of the hardware to check data file contents.
832The media scan is not enabled by default because it may dramatically increase
833program runtime and consume a lot of bandwidth on older storage hardware.
834
835The output of a foreground invocation is captured in the system log.
836
837The ``xfs_scrub_all`` program walks the list of mounted filesystems and
838initiates ``xfs_scrub`` for each of them in parallel.
839It serializes scans for any filesystems that resolve to the same top level
840kernel block device to prevent resource overconsumption.
841
842Background Service
843------------------
844
845To reduce the workload of system administrators, the ``xfs_scrub`` package
846provides a suite of `systemd <https://systemd.io/>`_ timers and services that
847run online fsck automatically on weekends by default.
848The background service configures scrub to run with as little privilege as
849possible, the lowest CPU and IO priority, and in a CPU-constrained single
850threaded mode.
851This can be tuned by the systemd administrator at any time to suit the latency
852and throughput requirements of customer workloads.
853
854The output of the background service is also captured in the system log.
855If desired, reports of failures (either due to inconsistencies or mere runtime
856errors) can be emailed automatically by setting the ``EMAIL_ADDR`` environment
857variable in the following service files:
858
859* ``xfs_scrub_fail@.service``
860* ``xfs_scrub_media_fail@.service``
861* ``xfs_scrub_all_fail.service``
862
863The decision to enable the background scan is left to the system administrator.
864This can be done by enabling either of the following services:
865
866* ``xfs_scrub_all.timer`` on systemd systems
867* ``xfs_scrub_all.cron`` on non-systemd systems
868
869This automatic weekly scan is configured out of the box to perform an
870additional media scan of all file data once per month.
871This is less foolproof than, say, storing file data block checksums, but much
872more performant if application software provides its own integrity checking,
873redundancy can be provided elsewhere above the filesystem, or the storage
874device's integrity guarantees are deemed sufficient.
875
876The systemd unit file definitions have been subjected to a security audit
877(as of systemd 249) to ensure that the xfs_scrub processes have as little
878access to the rest of the system as possible.
879This was performed via ``systemd-analyze security``, after which privileges
880were restricted to the minimum required, sandboxing was set up to the maximal
881extent possible with sandboxing and system call filtering; and access to the
882filesystem tree was restricted to the minimum needed to start the program and
883access the filesystem being scanned.
884The service definition files restrict CPU usage to 80% of one CPU core, and
885apply as nice of a priority to IO and CPU scheduling as possible.
886This measure was taken to minimize delays in the rest of the filesystem.
887No such hardening has been performed for the cron job.
888
889Proposed patchset:
890`Enabling the xfs_scrub background service
891<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfsprogs-dev.git/log/?h=scrub-media-scan-service>`_.
892
893Health Reporting
894----------------
895
896XFS caches a summary of each filesystem's health status in memory.
897The information is updated whenever ``xfs_scrub`` is run, or whenever
898inconsistencies are detected in the filesystem metadata during regular
899operations.
900System administrators should use the ``health`` command of ``xfs_spaceman`` to
901download this information into a human-readable format.
902If problems have been observed, the administrator can schedule a reduced
903service window to run the online repair tool to correct the problem.
904Failing that, the administrator can decide to schedule a maintenance window to
905run the traditional offline repair tool to correct the problem.
906
907**Future Work Question**: Should the health reporting integrate with the new
908inotify fs error notification system?
909Would it be helpful for sysadmins to have a daemon to listen for corruption
910notifications and initiate a repair?
911
912*Answer*: These questions remain unanswered, but should be a part of the
913conversation with early adopters and potential downstream users of XFS.
914
915Proposed patchsets include
916`wiring up health reports to correction returns
917<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=corruption-health-reports>`_
918and
919`preservation of sickness info during memory reclaim
920<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=indirect-health-reporting>`_.
921
9225. Kernel Algorithms and Data Structures
923========================================
924
925This section discusses the key algorithms and data structures of the kernel
926code that provide the ability to check and repair metadata while the system
927is running.
928The first chapters in this section reveal the pieces that provide the
929foundation for checking metadata.
930The remainder of this section presents the mechanisms through which XFS
931regenerates itself.
932
933Self Describing Metadata
934------------------------
935
936Starting with XFS version 5 in 2012, XFS updated the format of nearly every
937ondisk block header to record a magic number, a checksum, a universally
938"unique" identifier (UUID), an owner code, the ondisk address of the block,
939and a log sequence number.
940When loading a block buffer from disk, the magic number, UUID, owner, and
941ondisk address confirm that the retrieved block matches the specific owner of
942the current filesystem, and that the information contained in the block is
943supposed to be found at the ondisk address.
944The first three components enable checking tools to disregard alleged metadata
945that doesn't belong to the filesystem, and the fourth component enables the
946filesystem to detect lost writes.
947
948Whenever a file system operation modifies a block, the change is submitted
949to the log as part of a transaction.
950The log then processes these transactions marking them done once they are
951safely persisted to storage.
952The logging code maintains the checksum and the log sequence number of the last
953transactional update.
954Checksums are useful for detecting torn writes and other discrepancies that can
955be introduced between the computer and its storage devices.
956Sequence number tracking enables log recovery to avoid applying out of date
957log updates to the filesystem.
958
959These two features improve overall runtime resiliency by providing a means for
960the filesystem to detect obvious corruption when reading metadata blocks from
961disk, but these buffer verifiers cannot provide any consistency checking
962between metadata structures.
963
964For more information, please see the documentation for
965Documentation/filesystems/xfs/xfs-self-describing-metadata.rst
966
967Reverse Mapping
968---------------
969
970The original design of XFS (circa 1993) is an improvement upon 1980s Unix
971filesystem design.
972In those days, storage density was expensive, CPU time was scarce, and
973excessive seek time could kill performance.
974For performance reasons, filesystem authors were reluctant to add redundancy to
975the filesystem, even at the cost of data integrity.
976Filesystems designers in the early 21st century choose different strategies to
977increase internal redundancy -- either storing nearly identical copies of
978metadata, or more space-efficient encoding techniques.
979
980For XFS, a different redundancy strategy was chosen to modernize the design:
981a secondary space usage index that maps allocated disk extents back to their
982owners.
983By adding a new index, the filesystem retains most of its ability to scale
984well to heavily threaded workloads involving large datasets, since the primary
985file metadata (the directory tree, the file block map, and the allocation
986groups) remain unchanged.
987Like any system that improves redundancy, the reverse-mapping feature increases
988overhead costs for space mapping activities.
989However, it has two critical advantages: first, the reverse index is key to
990enabling online fsck and other requested functionality such as free space
991defragmentation, better media failure reporting, and filesystem shrinking.
992Second, the different ondisk storage format of the reverse mapping btree
993defeats device-level deduplication because the filesystem requires real
994redundancy.
995
996+--------------------------------------------------------------------------+
997| **Sidebar**:                                                             |
998+--------------------------------------------------------------------------+
999| A criticism of adding the secondary index is that it does nothing to     |
1000| improve the robustness of user data storage itself.                      |
1001| This is a valid point, but adding a new index for file data block        |
1002| checksums increases write amplification by turning data overwrites into  |
1003| copy-writes, which age the filesystem prematurely.                       |
1004| In keeping with thirty years of precedent, users who want file data      |
1005| integrity can supply as powerful a solution as they require.             |
1006| As for metadata, the complexity of adding a new secondary index of space |
1007| usage is much less than adding volume management and storage device      |
1008| mirroring to XFS itself.                                                 |
1009| Perfection of RAID and volume management are best left to existing       |
1010| layers in the kernel.                                                    |
1011+--------------------------------------------------------------------------+
1012
1013The information captured in a reverse space mapping record is as follows:
1014
1015.. code-block:: c
1016
1017	struct xfs_rmap_irec {
1018	    xfs_agblock_t    rm_startblock;   /* extent start block */
1019	    xfs_extlen_t     rm_blockcount;   /* extent length */
1020	    uint64_t         rm_owner;        /* extent owner */
1021	    uint64_t         rm_offset;       /* offset within the owner */
1022	    unsigned int     rm_flags;        /* state flags */
1023	};
1024
1025The first two fields capture the location and size of the physical space,
1026in units of filesystem blocks.
1027The owner field tells scrub which metadata structure or file inode have been
1028assigned this space.
1029For space allocated to files, the offset field tells scrub where the space was
1030mapped within the file fork.
1031Finally, the flags field provides extra information about the space usage --
1032is this an attribute fork extent?  A file mapping btree extent?  Or an
1033unwritten data extent?
1034
1035Online filesystem checking judges the consistency of each primary metadata
1036record by comparing its information against all other space indices.
1037The reverse mapping index plays a key role in the consistency checking process
1038because it contains a centralized alternate copy of all space allocation
1039information.
1040Program runtime and ease of resource acquisition are the only real limits to
1041what online checking can consult.
1042For example, a file data extent mapping can be checked against:
1043
1044* The absence of an entry in the free space information.
1045* The absence of an entry in the inode index.
1046* The absence of an entry in the reference count data if the file is not
1047  marked as having shared extents.
1048* The correspondence of an entry in the reverse mapping information.
1049
1050There are several observations to make about reverse mapping indices:
1051
10521. Reverse mappings can provide a positive affirmation of correctness if any of
1053   the above primary metadata are in doubt.
1054   The checking code for most primary metadata follows a path similar to the
1055   one outlined above.
1056
10572. Proving the consistency of secondary metadata with the primary metadata is
1058   difficult because that requires a full scan of all primary space metadata,
1059   which is very time intensive.
1060   For example, checking a reverse mapping record for a file extent mapping
1061   btree block requires locking the file and searching the entire btree to
1062   confirm the block.
1063   Instead, scrub relies on rigorous cross-referencing during the primary space
1064   mapping structure checks.
1065
10663. Consistency scans must use non-blocking lock acquisition primitives if the
1067   required locking order is not the same order used by regular filesystem
1068   operations.
1069   For example, if the filesystem normally takes a file ILOCK before taking
1070   the AGF buffer lock but scrub wants to take a file ILOCK while holding
1071   an AGF buffer lock, scrub cannot block on that second acquisition.
1072   This means that forward progress during this part of a scan of the reverse
1073   mapping data cannot be guaranteed if system load is heavy.
1074
1075In summary, reverse mappings play a key role in reconstruction of primary
1076metadata.
1077The details of how these records are staged, written to disk, and committed
1078into the filesystem are covered in subsequent sections.
1079
1080Checking and Cross-Referencing
1081------------------------------
1082
1083The first step of checking a metadata structure is to examine every record
1084contained within the structure and its relationship with the rest of the
1085system.
1086XFS contains multiple layers of checking to try to prevent inconsistent
1087metadata from wreaking havoc on the system.
1088Each of these layers contributes information that helps the kernel to make
1089three decisions about the health of a metadata structure:
1090
1091- Is a part of this structure obviously corrupt (``XFS_SCRUB_OFLAG_CORRUPT``) ?
1092- Is this structure inconsistent with the rest of the system
1093  (``XFS_SCRUB_OFLAG_XCORRUPT``) ?
1094- Is there so much damage around the filesystem that cross-referencing is not
1095  possible (``XFS_SCRUB_OFLAG_XFAIL``) ?
1096- Can the structure be optimized to improve performance or reduce the size of
1097  metadata (``XFS_SCRUB_OFLAG_PREEN``) ?
1098- Does the structure contain data that is not inconsistent but deserves review
1099  by the system administrator (``XFS_SCRUB_OFLAG_WARNING``) ?
1100
1101The following sections describe how the metadata scrubbing process works.
1102
1103Metadata Buffer Verification
1104````````````````````````````
1105
1106The lowest layer of metadata protection in XFS are the metadata verifiers built
1107into the buffer cache.
1108These functions perform inexpensive internal consistency checking of the block
1109itself, and answer these questions:
1110
1111- Does the block belong to this filesystem?
1112
1113- Does the block belong to the structure that asked for the read?
1114  This assumes that metadata blocks only have one owner, which is always true
1115  in XFS.
1116
1117- Is the type of data stored in the block within a reasonable range of what
1118  scrub is expecting?
1119
1120- Does the physical location of the block match the location it was read from?
1121
1122- Does the block checksum match the data?
1123
1124The scope of the protections here are very limited -- verifiers can only
1125establish that the filesystem code is reasonably free of gross corruption bugs
1126and that the storage system is reasonably competent at retrieval.
1127Corruption problems observed at runtime cause the generation of health reports,
1128failed system calls, and in the extreme case, filesystem shutdowns if the
1129corrupt metadata force the cancellation of a dirty transaction.
1130
1131Every online fsck scrubbing function is expected to read every ondisk metadata
1132block of a structure in the course of checking the structure.
1133Corruption problems observed during a check are immediately reported to
1134userspace as corruption; during a cross-reference, they are reported as a
1135failure to cross-reference once the full examination is complete.
1136Reads satisfied by a buffer already in cache (and hence already verified)
1137bypass these checks.
1138
1139Internal Consistency Checks
1140```````````````````````````
1141
1142After the buffer cache, the next level of metadata protection is the internal
1143record verification code built into the filesystem.
1144These checks are split between the buffer verifiers, the in-filesystem users of
1145the buffer cache, and the scrub code itself, depending on the amount of higher
1146level context required.
1147The scope of checking is still internal to the block.
1148These higher level checking functions answer these questions:
1149
1150- Does the type of data stored in the block match what scrub is expecting?
1151
1152- Does the block belong to the owning structure that asked for the read?
1153
1154- If the block contains records, do the records fit within the block?
1155
1156- If the block tracks internal free space information, is it consistent with
1157  the record areas?
1158
1159- Are the records contained inside the block free of obvious corruptions?
1160
1161Record checks in this category are more rigorous and more time-intensive.
1162For example, block pointers and inumbers are checked to ensure that they point
1163within the dynamically allocated parts of an allocation group and within
1164the filesystem.
1165Names are checked for invalid characters, and flags are checked for invalid
1166combinations.
1167Other record attributes are checked for sensible values.
1168Btree records spanning an interval of the btree keyspace are checked for
1169correct order and lack of mergeability (except for file fork mappings).
1170For performance reasons, regular code may skip some of these checks unless
1171debugging is enabled or a write is about to occur.
1172Scrub functions, of course, must check all possible problems.
1173
1174Validation of Userspace-Controlled Record Attributes
1175````````````````````````````````````````````````````
1176
1177Various pieces of filesystem metadata are directly controlled by userspace.
1178Because of this nature, validation work cannot be more precise than checking
1179that a value is within the possible range.
1180These fields include:
1181
1182- Superblock fields controlled by mount options
1183- Filesystem labels
1184- File timestamps
1185- File permissions
1186- File size
1187- File flags
1188- Names present in directory entries, extended attribute keys, and filesystem
1189  labels
1190- Extended attribute key namespaces
1191- Extended attribute values
1192- File data block contents
1193- Quota limits
1194- Quota timer expiration (if resource usage exceeds the soft limit)
1195
1196Cross-Referencing Space Metadata
1197````````````````````````````````
1198
1199After internal block checks, the next higher level of checking is
1200cross-referencing records between metadata structures.
1201For regular runtime code, the cost of these checks is considered to be
1202prohibitively expensive, but as scrub is dedicated to rooting out
1203inconsistencies, it must pursue all avenues of inquiry.
1204The exact set of cross-referencing is highly dependent on the context of the
1205data structure being checked.
1206
1207The XFS btree code has keyspace scanning functions that online fsck uses to
1208cross reference one structure with another.
1209Specifically, scrub can scan the key space of an index to determine if that
1210keyspace is fully, sparsely, or not at all mapped to records.
1211For the reverse mapping btree, it is possible to mask parts of the key for the
1212purposes of performing a keyspace scan so that scrub can decide if the rmap
1213btree contains records mapping a certain extent of physical space without the
1214sparsenses of the rest of the rmap keyspace getting in the way.
1215
1216Btree blocks undergo the following checks before cross-referencing:
1217
1218- Does the type of data stored in the block match what scrub is expecting?
1219
1220- Does the block belong to the owning structure that asked for the read?
1221
1222- Do the records fit within the block?
1223
1224- Are the records contained inside the block free of obvious corruptions?
1225
1226- Are the name hashes in the correct order?
1227
1228- Do node pointers within the btree point to valid block addresses for the type
1229  of btree?
1230
1231- Do child pointers point towards the leaves?
1232
1233- Do sibling pointers point across the same level?
1234
1235- For each node block record, does the record key accurate reflect the contents
1236  of the child block?
1237
1238Space allocation records are cross-referenced as follows:
1239
12401. Any space mentioned by any metadata structure are cross-referenced as
1241   follows:
1242
1243   - Does the reverse mapping index list only the appropriate owner as the
1244     owner of each block?
1245
1246   - Are none of the blocks claimed as free space?
1247
1248   - If these aren't file data blocks, are none of the blocks claimed as space
1249     shared by different owners?
1250
12512. Btree blocks are cross-referenced as follows:
1252
1253   - Everything in class 1 above.
1254
1255   - If there's a parent node block, do the keys listed for this block match the
1256     keyspace of this block?
1257
1258   - Do the sibling pointers point to valid blocks?  Of the same level?
1259
1260   - Do the child pointers point to valid blocks?  Of the next level down?
1261
12623. Free space btree records are cross-referenced as follows:
1263
1264   - Everything in class 1 and 2 above.
1265
1266   - Does the reverse mapping index list no owners of this space?
1267
1268   - Is this space not claimed by the inode index for inodes?
1269
1270   - Is it not mentioned by the reference count index?
1271
1272   - Is there a matching record in the other free space btree?
1273
12744. Inode btree records are cross-referenced as follows:
1275
1276   - Everything in class 1 and 2 above.
1277
1278   - Is there a matching record in free inode btree?
1279
1280   - Do cleared bits in the holemask correspond with inode clusters?
1281
1282   - Do set bits in the freemask correspond with inode records with zero link
1283     count?
1284
12855. Inode records are cross-referenced as follows:
1286
1287   - Everything in class 1.
1288
1289   - Do all the fields that summarize information about the file forks actually
1290     match those forks?
1291
1292   - Does each inode with zero link count correspond to a record in the free
1293     inode btree?
1294
12956. File fork space mapping records are cross-referenced as follows:
1296
1297   - Everything in class 1 and 2 above.
1298
1299   - Is this space not mentioned by the inode btrees?
1300
1301   - If this is a CoW fork mapping, does it correspond to a CoW entry in the
1302     reference count btree?
1303
13047. Reference count records are cross-referenced as follows:
1305
1306   - Everything in class 1 and 2 above.
1307
1308   - Within the space subkeyspace of the rmap btree (that is to say, all
1309     records mapped to a particular space extent and ignoring the owner info),
1310     are there the same number of reverse mapping records for each block as the
1311     reference count record claims?
1312
1313Proposed patchsets are the series to find gaps in
1314`refcount btree
1315<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=scrub-detect-refcount-gaps>`_,
1316`inode btree
1317<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=scrub-detect-inobt-gaps>`_, and
1318`rmap btree
1319<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=scrub-detect-rmapbt-gaps>`_ records;
1320to find
1321`mergeable records
1322<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=scrub-detect-mergeable-records>`_;
1323and to
1324`improve cross referencing with rmap
1325<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=scrub-strengthen-rmap-checking>`_
1326before starting a repair.
1327
1328Checking Extended Attributes
1329````````````````````````````
1330
1331Extended attributes implement a key-value store that enable fragments of data
1332to be attached to any file.
1333Both the kernel and userspace can access the keys and values, subject to
1334namespace and privilege restrictions.
1335Most typically these fragments are metadata about the file -- origins, security
1336contexts, user-supplied labels, indexing information, etc.
1337
1338Names can be as long as 255 bytes and can exist in several different
1339namespaces.
1340Values can be as large as 64KB.
1341A file's extended attributes are stored in blocks mapped by the attr fork.
1342The mappings point to leaf blocks, remote value blocks, or dabtree blocks.
1343Block 0 in the attribute fork is always the top of the structure, but otherwise
1344each of the three types of blocks can be found at any offset in the attr fork.
1345Leaf blocks contain attribute key records that point to the name and the value.
1346Names are always stored elsewhere in the same leaf block.
1347Values that are less than 3/4 the size of a filesystem block are also stored
1348elsewhere in the same leaf block.
1349Remote value blocks contain values that are too large to fit inside a leaf.
1350If the leaf information exceeds a single filesystem block, a dabtree (also
1351rooted at block 0) is created to map hashes of the attribute names to leaf
1352blocks in the attr fork.
1353
1354Checking an extended attribute structure is not so straightforward due to the
1355lack of separation between attr blocks and index blocks.
1356Scrub must read each block mapped by the attr fork and ignore the non-leaf
1357blocks:
1358
13591. Walk the dabtree in the attr fork (if present) to ensure that there are no
1360   irregularities in the blocks or dabtree mappings that do not point to
1361   attr leaf blocks.
1362
13632. Walk the blocks of the attr fork looking for leaf blocks.
1364   For each entry inside a leaf:
1365
1366   a. Validate that the name does not contain invalid characters.
1367
1368   b. Read the attr value.
1369      This performs a named lookup of the attr name to ensure the correctness
1370      of the dabtree.
1371      If the value is stored in a remote block, this also validates the
1372      integrity of the remote value block.
1373
1374Checking and Cross-Referencing Directories
1375``````````````````````````````````````````
1376
1377The filesystem directory tree is a directed acylic graph structure, with files
1378constituting the nodes, and directory entries (dirents) constituting the edges.
1379Directories are a special type of file containing a set of mappings from a
1380255-byte sequence (name) to an inumber.
1381These are called directory entries, or dirents for short.
1382Each directory file must have exactly one directory pointing to the file.
1383A root directory points to itself.
1384Directory entries point to files of any type.
1385Each non-directory file may have multiple directories point to it.
1386
1387In XFS, directories are implemented as a file containing up to three 32GB
1388partitions.
1389The first partition contains directory entry data blocks.
1390Each data block contains variable-sized records associating a user-provided
1391name with an inumber and, optionally, a file type.
1392If the directory entry data grows beyond one block, the second partition (which
1393exists as post-EOF extents) is populated with a block containing free space
1394information and an index that maps hashes of the dirent names to directory data
1395blocks in the first partition.
1396This makes directory name lookups very fast.
1397If this second partition grows beyond one block, the third partition is
1398populated with a linear array of free space information for faster
1399expansions.
1400If the free space has been separated and the second partition grows again
1401beyond one block, then a dabtree is used to map hashes of dirent names to
1402directory data blocks.
1403
1404Checking a directory is pretty straightforward:
1405
14061. Walk the dabtree in the second partition (if present) to ensure that there
1407   are no irregularities in the blocks or dabtree mappings that do not point to
1408   dirent blocks.
1409
14102. Walk the blocks of the first partition looking for directory entries.
1411   Each dirent is checked as follows:
1412
1413   a. Does the name contain no invalid characters?
1414
1415   b. Does the inumber correspond to an actual, allocated inode?
1416
1417   c. Does the child inode have a nonzero link count?
1418
1419   d. If a file type is included in the dirent, does it match the type of the
1420      inode?
1421
1422   e. If the child is a subdirectory, does the child's dotdot pointer point
1423      back to the parent?
1424
1425   f. If the directory has a second partition, perform a named lookup of the
1426      dirent name to ensure the correctness of the dabtree.
1427
14283. Walk the free space list in the third partition (if present) to ensure that
1429   the free spaces it describes are really unused.
1430
1431Checking operations involving :ref:`parents <dirparent>` and
1432:ref:`file link counts <nlinks>` are discussed in more detail in later
1433sections.
1434
1435Checking Directory/Attribute Btrees
1436^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1437
1438As stated in previous sections, the directory/attribute btree (dabtree) index
1439maps user-provided names to improve lookup times by avoiding linear scans.
1440Internally, it maps a 32-bit hash of the name to a block offset within the
1441appropriate file fork.
1442
1443The internal structure of a dabtree closely resembles the btrees that record
1444fixed-size metadata records -- each dabtree block contains a magic number, a
1445checksum, sibling pointers, a UUID, a tree level, and a log sequence number.
1446The format of leaf and node records are the same -- each entry points to the
1447next level down in the hierarchy, with dabtree node records pointing to dabtree
1448leaf blocks, and dabtree leaf records pointing to non-dabtree blocks elsewhere
1449in the fork.
1450
1451Checking and cross-referencing the dabtree is very similar to what is done for
1452space btrees:
1453
1454- Does the type of data stored in the block match what scrub is expecting?
1455
1456- Does the block belong to the owning structure that asked for the read?
1457
1458- Do the records fit within the block?
1459
1460- Are the records contained inside the block free of obvious corruptions?
1461
1462- Are the name hashes in the correct order?
1463
1464- Do node pointers within the dabtree point to valid fork offsets for dabtree
1465  blocks?
1466
1467- Do leaf pointers within the dabtree point to valid fork offsets for directory
1468  or attr leaf blocks?
1469
1470- Do child pointers point towards the leaves?
1471
1472- Do sibling pointers point across the same level?
1473
1474- For each dabtree node record, does the record key accurate reflect the
1475  contents of the child dabtree block?
1476
1477- For each dabtree leaf record, does the record key accurate reflect the
1478  contents of the directory or attr block?
1479
1480Cross-Referencing Summary Counters
1481``````````````````````````````````
1482
1483XFS maintains three classes of summary counters: available resources, quota
1484resource usage, and file link counts.
1485
1486In theory, the amount of available resources (data blocks, inodes, realtime
1487extents) can be found by walking the entire filesystem.
1488This would make for very slow reporting, so a transactional filesystem can
1489maintain summaries of this information in the superblock.
1490Cross-referencing these values against the filesystem metadata should be a
1491simple matter of walking the free space and inode metadata in each AG and the
1492realtime bitmap, but there are complications that will be discussed in
1493:ref:`more detail <fscounters>` later.
1494
1495:ref:`Quota usage <quotacheck>` and :ref:`file link count <nlinks>`
1496checking are sufficiently complicated to warrant separate sections.
1497
1498Post-Repair Reverification
1499``````````````````````````
1500
1501After performing a repair, the checking code is run a second time to validate
1502the new structure, and the results of the health assessment are recorded
1503internally and returned to the calling process.
1504This step is critical for enabling system administrator to monitor the status
1505of the filesystem and the progress of any repairs.
1506For developers, it is a useful means to judge the efficacy of error detection
1507and correction in the online and offline checking tools.
1508
1509Eventual Consistency vs. Online Fsck
1510------------------------------------
1511
1512Complex operations can make modifications to multiple per-AG data structures
1513with a chain of transactions.
1514These chains, once committed to the log, are restarted during log recovery if
1515the system crashes while processing the chain.
1516Because the AG header buffers are unlocked between transactions within a chain,
1517online checking must coordinate with chained operations that are in progress to
1518avoid incorrectly detecting inconsistencies due to pending chains.
1519Furthermore, online repair must not run when operations are pending because
1520the metadata are temporarily inconsistent with each other, and rebuilding is
1521not possible.
1522
1523Only online fsck has this requirement of total consistency of AG metadata, and
1524should be relatively rare as compared to filesystem change operations.
1525Online fsck coordinates with transaction chains as follows:
1526
1527* For each AG, maintain a count of intent items targeting that AG.
1528  The count should be bumped whenever a new item is added to the chain.
1529  The count should be dropped when the filesystem has locked the AG header
1530  buffers and finished the work.
1531
1532* When online fsck wants to examine an AG, it should lock the AG header
1533  buffers to quiesce all transaction chains that want to modify that AG.
1534  If the count is zero, proceed with the checking operation.
1535  If it is nonzero, cycle the buffer locks to allow the chain to make forward
1536  progress.
1537
1538This may lead to online fsck taking a long time to complete, but regular
1539filesystem updates take precedence over background checking activity.
1540Details about the discovery of this situation are presented in the
1541:ref:`next section <chain_coordination>`, and details about the solution
1542are presented :ref:`after that<intent_drains>`.
1543
1544.. _chain_coordination:
1545
1546Discovery of the Problem
1547````````````````````````
1548
1549Midway through the development of online scrubbing, the fsstress tests
1550uncovered a misinteraction between online fsck and compound transaction chains
1551created by other writer threads that resulted in false reports of metadata
1552inconsistency.
1553The root cause of these reports is the eventual consistency model introduced by
1554the expansion of deferred work items and compound transaction chains when
1555reverse mapping and reflink were introduced.
1556
1557Originally, transaction chains were added to XFS to avoid deadlocks when
1558unmapping space from files.
1559Deadlock avoidance rules require that AGs only be locked in increasing order,
1560which makes it impossible (say) to use a single transaction to free a space
1561extent in AG 7 and then try to free a now superfluous block mapping btree block
1562in AG 3.
1563To avoid these kinds of deadlocks, XFS creates Extent Freeing Intent (EFI) log
1564items to commit to freeing some space in one transaction while deferring the
1565actual metadata updates to a fresh transaction.
1566The transaction sequence looks like this:
1567
15681. The first transaction contains a physical update to the file's block mapping
1569   structures to remove the mapping from the btree blocks.
1570   It then attaches to the in-memory transaction an action item to schedule
1571   deferred freeing of space.
1572   Concretely, each transaction maintains a list of ``struct
1573   xfs_defer_pending`` objects, each of which maintains a list of ``struct
1574   xfs_extent_free_item`` objects.
1575   Returning to the example above, the action item tracks the freeing of both
1576   the unmapped space from AG 7 and the block mapping btree (BMBT) block from
1577   AG 3.
1578   Deferred frees recorded in this manner are committed in the log by creating
1579   an EFI log item from the ``struct xfs_extent_free_item`` object and
1580   attaching the log item to the transaction.
1581   When the log is persisted to disk, the EFI item is written into the ondisk
1582   transaction record.
1583   EFIs can list up to 16 extents to free, all sorted in AG order.
1584
15852. The second transaction contains a physical update to the free space btrees
1586   of AG 3 to release the former BMBT block and a second physical update to the
1587   free space btrees of AG 7 to release the unmapped file space.
1588   Observe that the physical updates are resequenced in the correct order
1589   when possible.
1590   Attached to the transaction is a an extent free done (EFD) log item.
1591   The EFD contains a pointer to the EFI logged in transaction #1 so that log
1592   recovery can tell if the EFI needs to be replayed.
1593
1594If the system goes down after transaction #1 is written back to the filesystem
1595but before #2 is committed, a scan of the filesystem metadata would show
1596inconsistent filesystem metadata because there would not appear to be any owner
1597of the unmapped space.
1598Happily, log recovery corrects this inconsistency for us -- when recovery finds
1599an intent log item but does not find a corresponding intent done item, it will
1600reconstruct the incore state of the intent item and finish it.
1601In the example above, the log must replay both frees described in the recovered
1602EFI to complete the recovery phase.
1603
1604There are subtleties to XFS' transaction chaining strategy to consider:
1605
1606* Log items must be added to a transaction in the correct order to prevent
1607  conflicts with principal objects that are not held by the transaction.
1608  In other words, all per-AG metadata updates for an unmapped block must be
1609  completed before the last update to free the extent, and extents should not
1610  be reallocated until that last update commits to the log.
1611
1612* AG header buffers are released between each transaction in a chain.
1613  This means that other threads can observe an AG in an intermediate state,
1614  but as long as the first subtlety is handled, this should not affect the
1615  correctness of filesystem operations.
1616
1617* Unmounting the filesystem flushes all pending work to disk, which means that
1618  offline fsck never sees the temporary inconsistencies caused by deferred
1619  work item processing.
1620
1621In this manner, XFS employs a form of eventual consistency to avoid deadlocks
1622and increase parallelism.
1623
1624During the design phase of the reverse mapping and reflink features, it was
1625decided that it was impractical to cram all the reverse mapping updates for a
1626single filesystem change into a single transaction because a single file
1627mapping operation can explode into many small updates:
1628
1629* The block mapping update itself
1630* A reverse mapping update for the block mapping update
1631* Fixing the freelist
1632* A reverse mapping update for the freelist fix
1633
1634* A shape change to the block mapping btree
1635* A reverse mapping update for the btree update
1636* Fixing the freelist (again)
1637* A reverse mapping update for the freelist fix
1638
1639* An update to the reference counting information
1640* A reverse mapping update for the refcount update
1641* Fixing the freelist (a third time)
1642* A reverse mapping update for the freelist fix
1643
1644* Freeing any space that was unmapped and not owned by any other file
1645* Fixing the freelist (a fourth time)
1646* A reverse mapping update for the freelist fix
1647
1648* Freeing the space used by the block mapping btree
1649* Fixing the freelist (a fifth time)
1650* A reverse mapping update for the freelist fix
1651
1652Free list fixups are not usually needed more than once per AG per transaction
1653chain, but it is theoretically possible if space is very tight.
1654For copy-on-write updates this is even worse, because this must be done once to
1655remove the space from a staging area and again to map it into the file!
1656
1657To deal with this explosion in a calm manner, XFS expands its use of deferred
1658work items to cover most reverse mapping updates and all refcount updates.
1659This reduces the worst case size of transaction reservations by breaking the
1660work into a long chain of small updates, which increases the degree of eventual
1661consistency in the system.
1662Again, this generally isn't a problem because XFS orders its deferred work
1663items carefully to avoid resource reuse conflicts between unsuspecting threads.
1664
1665However, online fsck changes the rules -- remember that although physical
1666updates to per-AG structures are coordinated by locking the buffers for AG
1667headers, buffer locks are dropped between transactions.
1668Once scrub acquires resources and takes locks for a data structure, it must do
1669all the validation work without releasing the lock.
1670If the main lock for a space btree is an AG header buffer lock, scrub may have
1671interrupted another thread that is midway through finishing a chain.
1672For example, if a thread performing a copy-on-write has completed a reverse
1673mapping update but not the corresponding refcount update, the two AG btrees
1674will appear inconsistent to scrub and an observation of corruption will be
1675recorded.  This observation will not be correct.
1676If a repair is attempted in this state, the results will be catastrophic!
1677
1678Several other solutions to this problem were evaluated upon discovery of this
1679flaw and rejected:
1680
16811. Add a higher level lock to allocation groups and require writer threads to
1682   acquire the higher level lock in AG order before making any changes.
1683   This would be very difficult to implement in practice because it is
1684   difficult to determine which locks need to be obtained, and in what order,
1685   without simulating the entire operation.
1686   Performing a dry run of a file operation to discover necessary locks would
1687   make the filesystem very slow.
1688
16892. Make the deferred work coordinator code aware of consecutive intent items
1690   targeting the same AG and have it hold the AG header buffers locked across
1691   the transaction roll between updates.
1692   This would introduce a lot of complexity into the coordinator since it is
1693   only loosely coupled with the actual deferred work items.
1694   It would also fail to solve the problem because deferred work items can
1695   generate new deferred subtasks, but all subtasks must be complete before
1696   work can start on a new sibling task.
1697
16983. Teach online fsck to walk all transactions waiting for whichever lock(s)
1699   protect the data structure being scrubbed to look for pending operations.
1700   The checking and repair operations must factor these pending operations into
1701   the evaluations being performed.
1702   This solution is a nonstarter because it is *extremely* invasive to the main
1703   filesystem.
1704
1705.. _intent_drains:
1706
1707Intent Drains
1708`````````````
1709
1710Online fsck uses an atomic intent item counter and lock cycling to coordinate
1711with transaction chains.
1712There are two key properties to the drain mechanism.
1713First, the counter is incremented when a deferred work item is *queued* to a
1714transaction, and it is decremented after the associated intent done log item is
1715*committed* to another transaction.
1716The second property is that deferred work can be added to a transaction without
1717holding an AG header lock, but per-AG work items cannot be marked done without
1718locking that AG header buffer to log the physical updates and the intent done
1719log item.
1720The first property enables scrub to yield to running transaction chains, which
1721is an explicit deprioritization of online fsck to benefit file operations.
1722The second property of the drain is key to the correct coordination of scrub,
1723since scrub will always be able to decide if a conflict is possible.
1724
1725For regular filesystem code, the drain works as follows:
1726
17271. Call the appropriate subsystem function to add a deferred work item to a
1728   transaction.
1729
17302. The function calls ``xfs_defer_drain_bump`` to increase the counter.
1731
17323. When the deferred item manager wants to finish the deferred work item, it
1733   calls ``->finish_item`` to complete it.
1734
17354. The ``->finish_item`` implementation logs some changes and calls
1736   ``xfs_defer_drain_drop`` to decrease the sloppy counter and wake up any threads
1737   waiting on the drain.
1738
17395. The subtransaction commits, which unlocks the resource associated with the
1740   intent item.
1741
1742For scrub, the drain works as follows:
1743
17441. Lock the resource(s) associated with the metadata being scrubbed.
1745   For example, a scan of the refcount btree would lock the AGI and AGF header
1746   buffers.
1747
17482. If the counter is zero (``xfs_defer_drain_busy`` returns false), there are no
1749   chains in progress and the operation may proceed.
1750
17513. Otherwise, release the resources grabbed in step 1.
1752
17534. Wait for the intent counter to reach zero (``xfs_defer_drain_intents``), then go
1754   back to step 1 unless a signal has been caught.
1755
1756To avoid polling in step 4, the drain provides a waitqueue for scrub threads to
1757be woken up whenever the intent count drops to zero.
1758
1759The proposed patchset is the
1760`scrub intent drain series
1761<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=scrub-drain-intents>`_.
1762
1763.. _jump_labels:
1764
1765Static Keys (aka Jump Label Patching)
1766`````````````````````````````````````
1767
1768Online fsck for XFS separates the regular filesystem from the checking and
1769repair code as much as possible.
1770However, there are a few parts of online fsck (such as the intent drains, and
1771later, live update hooks) where it is useful for the online fsck code to know
1772what's going on in the rest of the filesystem.
1773Since it is not expected that online fsck will be constantly running in the
1774background, it is very important to minimize the runtime overhead imposed by
1775these hooks when online fsck is compiled into the kernel but not actively
1776running on behalf of userspace.
1777Taking locks in the hot path of a writer thread to access a data structure only
1778to find that no further action is necessary is expensive -- on the author's
1779computer, this have an overhead of 40-50ns per access.
1780Fortunately, the kernel supports dynamic code patching, which enables XFS to
1781replace a static branch to hook code with ``nop`` sleds when online fsck isn't
1782running.
1783This sled has an overhead of however long it takes the instruction decoder to
1784skip past the sled, which seems to be on the order of less than 1ns and
1785does not access memory outside of instruction fetching.
1786
1787When online fsck enables the static key, the sled is replaced with an
1788unconditional branch to call the hook code.
1789The switchover is quite expensive (~22000ns) but is paid entirely by the
1790program that invoked online fsck, and can be amortized if multiple threads
1791enter online fsck at the same time, or if multiple filesystems are being
1792checked at the same time.
1793Changing the branch direction requires taking the CPU hotplug lock, and since
1794CPU initialization requires memory allocation, online fsck must be careful not
1795to change a static key while holding any locks or resources that could be
1796accessed in the memory reclaim paths.
1797To minimize contention on the CPU hotplug lock, care should be taken not to
1798enable or disable static keys unnecessarily.
1799
1800Because static keys are intended to minimize hook overhead for regular
1801filesystem operations when xfs_scrub is not running, the intended usage
1802patterns are as follows:
1803
1804- The hooked part of XFS should declare a static-scoped static key that
1805  defaults to false.
1806  The ``DEFINE_STATIC_KEY_FALSE`` macro takes care of this.
1807  The static key itself should be declared as a ``static`` variable.
1808
1809- When deciding to invoke code that's only used by scrub, the regular
1810  filesystem should call the ``static_branch_unlikely`` predicate to avoid the
1811  scrub-only hook code if the static key is not enabled.
1812
1813- The regular filesystem should export helper functions that call
1814  ``static_branch_inc`` to enable and ``static_branch_dec`` to disable the
1815  static key.
1816  Wrapper functions make it easy to compile out the relevant code if the kernel
1817  distributor turns off online fsck at build time.
1818
1819- Scrub functions wanting to turn on scrub-only XFS functionality should call
1820  the ``xchk_fsgates_enable`` from the setup function to enable a specific
1821  hook.
1822  This must be done before obtaining any resources that are used by memory
1823  reclaim.
1824  Callers had better be sure they really need the functionality gated by the
1825  static key; the ``TRY_HARDER`` flag is useful here.
1826
1827Online scrub has resource acquisition helpers (e.g. ``xchk_perag_lock``) to
1828handle locking AGI and AGF buffers for all scrubber functions.
1829If it detects a conflict between scrub and the running transactions, it will
1830try to wait for intents to complete.
1831If the caller of the helper has not enabled the static key, the helper will
1832return -EDEADLOCK, which should result in the scrub being restarted with the
1833``TRY_HARDER`` flag set.
1834The scrub setup function should detect that flag, enable the static key, and
1835try the scrub again.
1836Scrub teardown disables all static keys obtained by ``xchk_fsgates_enable``.
1837
1838For more information, please see the kernel documentation of
1839Documentation/staging/static-keys.rst.
1840
1841.. _xfile:
1842
1843Pageable Kernel Memory
1844----------------------
1845
1846Some online checking functions work by scanning the filesystem to build a
1847shadow copy of an ondisk metadata structure in memory and comparing the two
1848copies.
1849For online repair to rebuild a metadata structure, it must compute the record
1850set that will be stored in the new structure before it can persist that new
1851structure to disk.
1852Ideally, repairs complete with a single atomic commit that introduces
1853a new data structure.
1854To meet these goals, the kernel needs to collect a large amount of information
1855in a place that doesn't require the correct operation of the filesystem.
1856
1857Kernel memory isn't suitable because:
1858
1859* Allocating a contiguous region of memory to create a C array is very
1860  difficult, especially on 32-bit systems.
1861
1862* Linked lists of records introduce double pointer overhead which is very high
1863  and eliminate the possibility of indexed lookups.
1864
1865* Kernel memory is pinned, which can drive the system into OOM conditions.
1866
1867* The system might not have sufficient memory to stage all the information.
1868
1869At any given time, online fsck does not need to keep the entire record set in
1870memory, which means that individual records can be paged out if necessary.
1871Continued development of online fsck demonstrated that the ability to perform
1872indexed data storage would also be very useful.
1873Fortunately, the Linux kernel already has a facility for byte-addressable and
1874pageable storage: tmpfs.
1875In-kernel graphics drivers (most notably i915) take advantage of tmpfs files
1876to store intermediate data that doesn't need to be in memory at all times, so
1877that usage precedent is already established.
1878Hence, the ``xfile`` was born!
1879
1880+--------------------------------------------------------------------------+
1881| **Historical Sidebar**:                                                  |
1882+--------------------------------------------------------------------------+
1883| The first edition of online repair inserted records into a new btree as  |
1884| it found them, which failed because filesystem could shut down with a    |
1885| built data structure, which would be live after recovery finished.       |
1886|                                                                          |
1887| The second edition solved the half-rebuilt structure problem by storing  |
1888| everything in memory, but frequently ran the system out of memory.       |
1889|                                                                          |
1890| The third edition solved the OOM problem by using linked lists, but the  |
1891| memory overhead of the list pointers was extreme.                        |
1892+--------------------------------------------------------------------------+
1893
1894xfile Access Models
1895```````````````````
1896
1897A survey of the intended uses of xfiles suggested these use cases:
1898
18991. Arrays of fixed-sized records (space management btrees, directory and
1900   extended attribute entries)
1901
19022. Sparse arrays of fixed-sized records (quotas and link counts)
1903
19043. Large binary objects (BLOBs) of variable sizes (directory and extended
1905   attribute names and values)
1906
19074. Staging btrees in memory (reverse mapping btrees)
1908
19095. Arbitrary contents (realtime space management)
1910
1911To support the first four use cases, high level data structures wrap the xfile
1912to share functionality between online fsck functions.
1913The rest of this section discusses the interfaces that the xfile presents to
1914four of those five higher level data structures.
1915The fifth use case is discussed in the :ref:`realtime summary <rtsummary>` case
1916study.
1917
1918XFS is very record-based, which suggests that the ability to load and store
1919complete records is important.
1920To support these cases, a pair of ``xfile_load`` and ``xfile_store``
1921functions are provided to read and persist objects into an xfile that treat any
1922error as an out of memory error.  For online repair, squashing error conditions
1923in this manner is an acceptable behavior because the only reaction is to abort
1924the operation back to userspace.
1925
1926However, no discussion of file access idioms is complete without answering the
1927question, "But what about mmap?"
1928It is convenient to access storage directly with pointers, just like userspace
1929code does with regular memory.
1930Online fsck must not drive the system into OOM conditions, which means that
1931xfiles must be responsive to memory reclamation.
1932tmpfs can only push a pagecache folio to the swap cache if the folio is neither
1933pinned nor locked, which means the xfile must not pin too many folios.
1934
1935Short term direct access to xfile contents is done by locking the pagecache
1936folio and mapping it into kernel address space.  Object load and store uses this
1937mechanism.  Folio locks are not supposed to be held for long periods of time, so
1938long term direct access to xfile contents is done by bumping the folio refcount,
1939mapping it into kernel address space, and dropping the folio lock.
1940These long term users *must* be responsive to memory reclaim by hooking into
1941the shrinker infrastructure to know when to release folios.
1942
1943The ``xfile_get_folio`` and ``xfile_put_folio`` functions are provided to
1944retrieve the (locked) folio that backs part of an xfile and to release it.
1945The only code to use these folio lease functions are the xfarray
1946:ref:`sorting<xfarray_sort>` algorithms and the :ref:`in-memory
1947btrees<xfbtree>`.
1948
1949xfile Access Coordination
1950`````````````````````````
1951
1952For security reasons, xfiles must be owned privately by the kernel.
1953They are marked ``S_PRIVATE`` to prevent interference from the security system,
1954must never be mapped into process file descriptor tables, and their pages must
1955never be mapped into userspace processes.
1956
1957To avoid locking recursion issues with the VFS, all accesses to the shmfs file
1958are performed by manipulating the page cache directly.
1959xfile writers call the ``->write_begin`` and ``->write_end`` functions of the
1960xfile's address space to grab writable pages, copy the caller's buffer into the
1961page, and release the pages.
1962xfile readers call ``shmem_read_mapping_page_gfp`` to grab pages directly
1963before copying the contents into the caller's buffer.
1964In other words, xfiles ignore the VFS read and write code paths to avoid
1965having to create a dummy ``struct kiocb`` and to avoid taking inode and
1966freeze locks.
1967tmpfs cannot be frozen, and xfiles must not be exposed to userspace.
1968
1969If an xfile is shared between threads to stage repairs, the caller must provide
1970its own locks to coordinate access.
1971For example, if a scrub function stores scan results in an xfile and needs
1972other threads to provide updates to the scanned data, the scrub function must
1973provide a lock for all threads to share.
1974
1975.. _xfarray:
1976
1977Arrays of Fixed-Sized Records
1978`````````````````````````````
1979
1980In XFS, each type of indexed space metadata (free space, inodes, reference
1981counts, file fork space, and reverse mappings) consists of a set of fixed-size
1982records indexed with a classic B+ tree.
1983Directories have a set of fixed-size dirent records that point to the names,
1984and extended attributes have a set of fixed-size attribute keys that point to
1985names and values.
1986Quota counters and file link counters index records with numbers.
1987During a repair, scrub needs to stage new records during the gathering step and
1988retrieve them during the btree building step.
1989
1990Although this requirement can be satisfied by calling the read and write
1991methods of the xfile directly, it is simpler for callers for there to be a
1992higher level abstraction to take care of computing array offsets, to provide
1993iterator functions, and to deal with sparse records and sorting.
1994The ``xfarray`` abstraction presents a linear array for fixed-size records atop
1995the byte-accessible xfile.
1996
1997.. _xfarray_access_patterns:
1998
1999Array Access Patterns
2000^^^^^^^^^^^^^^^^^^^^^
2001
2002Array access patterns in online fsck tend to fall into three categories.
2003Iteration of records is assumed to be necessary for all cases and will be
2004covered in the next section.
2005
2006The first type of caller handles records that are indexed by position.
2007Gaps may exist between records, and a record may be updated multiple times
2008during the collection step.
2009In other words, these callers want a sparse linearly addressed table file.
2010The typical use case are quota records or file link count records.
2011Access to array elements is performed programmatically via ``xfarray_load`` and
2012``xfarray_store`` functions, which wrap the similarly-named xfile functions to
2013provide loading and storing of array elements at arbitrary array indices.
2014Gaps are defined to be null records, and null records are defined to be a
2015sequence of all zero bytes.
2016Null records are detected by calling ``xfarray_element_is_null``.
2017They are created either by calling ``xfarray_unset`` to null out an existing
2018record or by never storing anything to an array index.
2019
2020The second type of caller handles records that are not indexed by position
2021and do not require multiple updates to a record.
2022The typical use case here is rebuilding space btrees and key/value btrees.
2023These callers can add records to the array without caring about array indices
2024via the ``xfarray_append`` function, which stores a record at the end of the
2025array.
2026For callers that require records to be presentable in a specific order (e.g.
2027rebuilding btree data), the ``xfarray_sort`` function can arrange the sorted
2028records; this function will be covered later.
2029
2030The third type of caller is a bag, which is useful for counting records.
2031The typical use case here is constructing space extent reference counts from
2032reverse mapping information.
2033Records can be put in the bag in any order, they can be removed from the bag
2034at any time, and uniqueness of records is left to callers.
2035The ``xfarray_store_anywhere`` function is used to insert a record in any
2036null record slot in the bag; and the ``xfarray_unset`` function removes a
2037record from the bag.
2038
2039The proposed patchset is the
2040`big in-memory array
2041<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=big-array>`_.
2042
2043Iterating Array Elements
2044^^^^^^^^^^^^^^^^^^^^^^^^
2045
2046Most users of the xfarray require the ability to iterate the records stored in
2047the array.
2048Callers can probe every possible array index with the following:
2049
2050.. code-block:: c
2051
2052	xfarray_idx_t i;
2053	foreach_xfarray_idx(array, i) {
2054	    xfarray_load(array, i, &rec);
2055
2056	    /* do something with rec */
2057	}
2058
2059All users of this idiom must be prepared to handle null records or must already
2060know that there aren't any.
2061
2062For xfarray users that want to iterate a sparse array, the ``xfarray_iter``
2063function ignores indices in the xfarray that have never been written to by
2064calling ``xfile_seek_data`` (which internally uses ``SEEK_DATA``) to skip areas
2065of the array that are not populated with memory pages.
2066Once it finds a page, it will skip the zeroed areas of the page.
2067
2068.. code-block:: c
2069
2070	xfarray_idx_t i = XFARRAY_CURSOR_INIT;
2071	while ((ret = xfarray_iter(array, &i, &rec)) == 1) {
2072	    /* do something with rec */
2073	}
2074
2075.. _xfarray_sort:
2076
2077Sorting Array Elements
2078^^^^^^^^^^^^^^^^^^^^^^
2079
2080During the fourth demonstration of online repair, a community reviewer remarked
2081that for performance reasons, online repair ought to load batches of records
2082into btree record blocks instead of inserting records into a new btree one at a
2083time.
2084The btree insertion code in XFS is responsible for maintaining correct ordering
2085of the records, so naturally the xfarray must also support sorting the record
2086set prior to bulk loading.
2087
2088Case Study: Sorting xfarrays
2089~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2090
2091The sorting algorithm used in the xfarray is actually a combination of adaptive
2092quicksort and a heapsort subalgorithm in the spirit of
2093`Sedgewick <https://algs4.cs.princeton.edu/23quicksort/>`_ and
2094`pdqsort <https://github.com/orlp/pdqsort>`_, with customizations for the Linux
2095kernel.
2096To sort records in a reasonably short amount of time, ``xfarray`` takes
2097advantage of the binary subpartitioning offered by quicksort, but it also uses
2098heapsort to hedge against performance collapse if the chosen quicksort pivots
2099are poor.
2100Both algorithms are (in general) O(n * lg(n)), but there is a wide performance
2101gulf between the two implementations.
2102
2103The Linux kernel already contains a reasonably fast implementation of heapsort.
2104It only operates on regular C arrays, which limits the scope of its usefulness.
2105There are two key places where the xfarray uses it:
2106
2107* Sorting any record subset backed by a single xfile page.
2108
2109* Loading a small number of xfarray records from potentially disparate parts
2110  of the xfarray into a memory buffer, and sorting the buffer.
2111
2112In other words, ``xfarray`` uses heapsort to constrain the nested recursion of
2113quicksort, thereby mitigating quicksort's worst runtime behavior.
2114
2115Choosing a quicksort pivot is a tricky business.
2116A good pivot splits the set to sort in half, leading to the divide and conquer
2117behavior that is crucial to  O(n * lg(n)) performance.
2118A poor pivot barely splits the subset at all, leading to O(n\ :sup:`2`)
2119runtime.
2120The xfarray sort routine tries to avoid picking a bad pivot by sampling nine
2121records into a memory buffer and using the kernel heapsort to identify the
2122median of the nine.
2123
2124Most modern quicksort implementations employ Tukey's "ninther" to select a
2125pivot from a classic C array.
2126Typical ninther implementations pick three unique triads of records, sort each
2127of the triads, and then sort the middle value of each triad to determine the
2128ninther value.
2129As stated previously, however, xfile accesses are not entirely cheap.
2130It turned out to be much more performant to read the nine elements into a
2131memory buffer, run the kernel's in-memory heapsort on the buffer, and choose
2132the 4th element of that buffer as the pivot.
2133Tukey's ninthers are described in J. W. Tukey, `The ninther, a technique for
2134low-effort robust (resistant) location in large samples`, in *Contributions to
2135Survey Sampling and Applied Statistics*, edited by H. David, (Academic Press,
21361978), pp. 251–257.
2137
2138The partitioning of quicksort is fairly textbook -- rearrange the record
2139subset around the pivot, then set up the current and next stack frames to
2140sort with the larger and the smaller halves of the pivot, respectively.
2141This keeps the stack space requirements to log2(record count).
2142
2143As a final performance optimization, the hi and lo scanning phase of quicksort
2144keeps examined xfile pages mapped in the kernel for as long as possible to
2145reduce map/unmap cycles.
2146Surprisingly, this reduces overall sort runtime by nearly half again after
2147accounting for the application of heapsort directly onto xfile pages.
2148
2149.. _xfblob:
2150
2151Blob Storage
2152````````````
2153
2154Extended attributes and directories add an additional requirement for staging
2155records: arbitrary byte sequences of finite length.
2156Each directory entry record needs to store entry name,
2157and each extended attribute needs to store both the attribute name and value.
2158The names, keys, and values can consume a large amount of memory, so the
2159``xfblob`` abstraction was created to simplify management of these blobs
2160atop an xfile.
2161
2162Blob arrays provide ``xfblob_load`` and ``xfblob_store`` functions to retrieve
2163and persist objects.
2164The store function returns a magic cookie for every object that it persists.
2165Later, callers provide this cookie to the ``xblob_load`` to recall the object.
2166The ``xfblob_free`` function frees a specific blob, and the ``xfblob_truncate``
2167function frees them all because compaction is not needed.
2168
2169The details of repairing directories and extended attributes will be discussed
2170in a subsequent section about atomic file content exchanges.
2171However, it should be noted that these repair functions only use blob storage
2172to cache a small number of entries before adding them to a temporary ondisk
2173file, which is why compaction is not required.
2174
2175The proposed patchset is at the start of the
2176`extended attribute repair
2177<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=repair-xattrs>`_ series.
2178
2179.. _xfbtree:
2180
2181In-Memory B+Trees
2182`````````````````
2183
2184The chapter about :ref:`secondary metadata<secondary_metadata>` mentioned that
2185checking and repairing of secondary metadata commonly requires coordination
2186between a live metadata scan of the filesystem and writer threads that are
2187updating that metadata.
2188Keeping the scan data up to date requires requires the ability to propagate
2189metadata updates from the filesystem into the data being collected by the scan.
2190This *can* be done by appending concurrent updates into a separate log file and
2191applying them before writing the new metadata to disk, but this leads to
2192unbounded memory consumption if the rest of the system is very busy.
2193Another option is to skip the side-log and commit live updates from the
2194filesystem directly into the scan data, which trades more overhead for a lower
2195maximum memory requirement.
2196In both cases, the data structure holding the scan results must support indexed
2197access to perform well.
2198
2199Given that indexed lookups of scan data is required for both strategies, online
2200fsck employs the second strategy of committing live updates directly into
2201scan data.
2202Because xfarrays are not indexed and do not enforce record ordering, they
2203are not suitable for this task.
2204Conveniently, however, XFS has a library to create and maintain ordered reverse
2205mapping records: the existing rmap btree code!
2206If only there was a means to create one in memory.
2207
2208Recall that the :ref:`xfile <xfile>` abstraction represents memory pages as a
2209regular file, which means that the kernel can create byte or block addressable
2210virtual address spaces at will.
2211The XFS buffer cache specializes in abstracting IO to block-oriented  address
2212spaces, which means that adaptation of the buffer cache to interface with
2213xfiles enables reuse of the entire btree library.
2214Btrees built atop an xfile are collectively known as ``xfbtrees``.
2215The next few sections describe how they actually work.
2216
2217The proposed patchset is the
2218`in-memory btree
2219<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=in-memory-btrees>`_
2220series.
2221
2222Using xfiles as a Buffer Cache Target
2223^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
2224
2225Two modifications are necessary to support xfiles as a buffer cache target.
2226The first is to make it possible for the ``struct xfs_buftarg`` structure to
2227host the ``struct xfs_buf`` rhashtable, because normally those are held by a
2228per-AG structure.
2229The second change is to modify the buffer ``ioapply`` function to "read" cached
2230pages from the xfile and "write" cached pages back to the xfile.
2231Multiple access to individual buffers is controlled by the ``xfs_buf`` lock,
2232since the xfile does not provide any locking on its own.
2233With this adaptation in place, users of the xfile-backed buffer cache use
2234exactly the same APIs as users of the disk-backed buffer cache.
2235The separation between xfile and buffer cache implies higher memory usage since
2236they do not share pages, but this property could some day enable transactional
2237updates to an in-memory btree.
2238Today, however, it simply eliminates the need for new code.
2239
2240Space Management with an xfbtree
2241^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
2242
2243Space management for an xfile is very simple -- each btree block is one memory
2244page in size.
2245These blocks use the same header format as an on-disk btree, but the in-memory
2246block verifiers ignore the checksums, assuming that xfile memory is no more
2247corruption-prone than regular DRAM.
2248Reusing existing code here is more important than absolute memory efficiency.
2249
2250The very first block of an xfile backing an xfbtree contains a header block.
2251The header describes the owner, height, and the block number of the root
2252xfbtree block.
2253
2254To allocate a btree block, use ``xfile_seek_data`` to find a gap in the file.
2255If there are no gaps, create one by extending the length of the xfile.
2256Preallocate space for the block with ``xfile_prealloc``, and hand back the
2257location.
2258To free an xfbtree block, use ``xfile_discard`` (which internally uses
2259``FALLOC_FL_PUNCH_HOLE``) to remove the memory page from the xfile.
2260
2261Populating an xfbtree
2262^^^^^^^^^^^^^^^^^^^^^
2263
2264An online fsck function that wants to create an xfbtree should proceed as
2265follows:
2266
22671. Call ``xfile_create`` to create an xfile.
2268
22692. Call ``xfs_alloc_memory_buftarg`` to create a buffer cache target structure
2270   pointing to the xfile.
2271
22723. Pass the buffer cache target, buffer ops, and other information to
2273   ``xfbtree_init`` to initialize the passed in ``struct xfbtree`` and write an
2274   initial root block to the xfile.
2275   Each btree type should define a wrapper that passes necessary arguments to
2276   the creation function.
2277   For example, rmap btrees define ``xfs_rmapbt_mem_create`` to take care of
2278   all the necessary details for callers.
2279
22804. Pass the xfbtree object to the btree cursor creation function for the
2281   btree type.
2282   Following the example above, ``xfs_rmapbt_mem_cursor`` takes care of this
2283   for callers.
2284
22855. Pass the btree cursor to the regular btree functions to make queries against
2286   and to update the in-memory btree.
2287   For example, a btree cursor for an rmap xfbtree can be passed to the
2288   ``xfs_rmap_*`` functions just like any other btree cursor.
2289   See the :ref:`next section<xfbtree_commit>` for information on dealing with
2290   xfbtree updates that are logged to a transaction.
2291
22926. When finished, delete the btree cursor, destroy the xfbtree object, free the
2293   buffer target, and the destroy the xfile to release all resources.
2294
2295.. _xfbtree_commit:
2296
2297Committing Logged xfbtree Buffers
2298^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
2299
2300Although it is a clever hack to reuse the rmap btree code to handle the staging
2301structure, the ephemeral nature of the in-memory btree block storage presents
2302some challenges of its own.
2303The XFS transaction manager must not commit buffer log items for buffers backed
2304by an xfile because the log format does not understand updates for devices
2305other than the data device.
2306An ephemeral xfbtree probably will not exist by the time the AIL checkpoints
2307log transactions back into the filesystem, and certainly won't exist during
2308log recovery.
2309For these reasons, any code updating an xfbtree in transaction context must
2310remove the buffer log items from the transaction and write the updates into the
2311backing xfile before committing or cancelling the transaction.
2312
2313The ``xfbtree_trans_commit`` and ``xfbtree_trans_cancel`` functions implement
2314this functionality as follows:
2315
23161. Find each buffer log item whose buffer targets the xfile.
2317
23182. Record the dirty/ordered status of the log item.
2319
23203. Detach the log item from the buffer.
2321
23224. Queue the buffer to a special delwri list.
2323
23245. Clear the transaction dirty flag if the only dirty log items were the ones
2325   that were detached in step 3.
2326
23276. Submit the delwri list to commit the changes to the xfile, if the updates
2328   are being committed.
2329
2330After removing xfile logged buffers from the transaction in this manner, the
2331transaction can be committed or cancelled.
2332
2333Bulk Loading of Ondisk B+Trees
2334------------------------------
2335
2336As mentioned previously, early iterations of online repair built new btree
2337structures by creating a new btree and adding observations individually.
2338Loading a btree one record at a time had a slight advantage of not requiring
2339the incore records to be sorted prior to commit, but was very slow and leaked
2340blocks if the system went down during a repair.
2341Loading records one at a time also meant that repair could not control the
2342loading factor of the blocks in the new btree.
2343
2344Fortunately, the venerable ``xfs_repair`` tool had a more efficient means for
2345rebuilding a btree index from a collection of records -- bulk btree loading.
2346This was implemented rather inefficiently code-wise, since ``xfs_repair``
2347had separate copy-pasted implementations for each btree type.
2348
2349To prepare for online fsck, each of the four bulk loaders were studied, notes
2350were taken, and the four were refactored into a single generic btree bulk
2351loading mechanism.
2352Those notes in turn have been refreshed and are presented below.
2353
2354Geometry Computation
2355````````````````````
2356
2357The zeroth step of bulk loading is to assemble the entire record set that will
2358be stored in the new btree, and sort the records.
2359Next, call ``xfs_btree_bload_compute_geometry`` to compute the shape of the
2360btree from the record set, the type of btree, and any load factor preferences.
2361This information is required for resource reservation.
2362
2363First, the geometry computation computes the minimum and maximum records that
2364will fit in a leaf block from the size of a btree block and the size of the
2365block header.
2366Roughly speaking, the maximum number of records is::
2367
2368        maxrecs = (block_size - header_size) / record_size
2369
2370The XFS design specifies that btree blocks should be merged when possible,
2371which means the minimum number of records is half of maxrecs::
2372
2373        minrecs = maxrecs / 2
2374
2375The next variable to determine is the desired loading factor.
2376This must be at least minrecs and no more than maxrecs.
2377Choosing minrecs is undesirable because it wastes half the block.
2378Choosing maxrecs is also undesirable because adding a single record to each
2379newly rebuilt leaf block will cause a tree split, which causes a noticeable
2380drop in performance immediately afterwards.
2381The default loading factor was chosen to be 75% of maxrecs, which provides a
2382reasonably compact structure without any immediate split penalties::
2383
2384        default_load_factor = (maxrecs + minrecs) / 2
2385
2386If space is tight, the loading factor will be set to maxrecs to try to avoid
2387running out of space::
2388
2389        leaf_load_factor = enough space ? default_load_factor : maxrecs
2390
2391Load factor is computed for btree node blocks using the combined size of the
2392btree key and pointer as the record size::
2393
2394        maxrecs = (block_size - header_size) / (key_size + ptr_size)
2395        minrecs = maxrecs / 2
2396        node_load_factor = enough space ? default_load_factor : maxrecs
2397
2398Once that's done, the number of leaf blocks required to store the record set
2399can be computed as::
2400
2401        leaf_blocks = ceil(record_count / leaf_load_factor)
2402
2403The number of node blocks needed to point to the next level down in the tree
2404is computed as::
2405
2406        n_blocks = (n == 0 ? leaf_blocks : node_blocks[n])
2407        node_blocks[n + 1] = ceil(n_blocks / node_load_factor)
2408
2409The entire computation is performed recursively until the current level only
2410needs one block.
2411The resulting geometry is as follows:
2412
2413- For AG-rooted btrees, this level is the root level, so the height of the new
2414  tree is ``level + 1`` and the space needed is the summation of the number of
2415  blocks on each level.
2416
2417- For inode-rooted btrees where the records in the top level do not fit in the
2418  inode fork area, the height is ``level + 2``, the space needed is the
2419  summation of the number of blocks on each level, and the inode fork points to
2420  the root block.
2421
2422- For inode-rooted btrees where the records in the top level can be stored in
2423  the inode fork area, then the root block can be stored in the inode, the
2424  height is ``level + 1``, and the space needed is one less than the summation
2425  of the number of blocks on each level.
2426  This only becomes relevant when non-bmap btrees gain the ability to root in
2427  an inode, which is a future patchset and only included here for completeness.
2428
2429.. _newbt:
2430
2431Reserving New B+Tree Blocks
2432```````````````````````````
2433
2434Once repair knows the number of blocks needed for the new btree, it allocates
2435those blocks using the free space information.
2436Each reserved extent is tracked separately by the btree builder state data.
2437To improve crash resilience, the reservation code also logs an Extent Freeing
2438Intent (EFI) item in the same transaction as each space allocation and attaches
2439its in-memory ``struct xfs_extent_free_item`` object to the space reservation.
2440If the system goes down, log recovery will use the unfinished EFIs to free the
2441unused space, the free space, leaving the filesystem unchanged.
2442
2443Each time the btree builder claims a block for the btree from a reserved
2444extent, it updates the in-memory reservation to reflect the claimed space.
2445Block reservation tries to allocate as much contiguous space as possible to
2446reduce the number of EFIs in play.
2447
2448While repair is writing these new btree blocks, the EFIs created for the space
2449reservations pin the tail of the ondisk log.
2450It's possible that other parts of the system will remain busy and push the head
2451of the log towards the pinned tail.
2452To avoid livelocking the filesystem, the EFIs must not pin the tail of the log
2453for too long.
2454To alleviate this problem, the dynamic relogging capability of the deferred ops
2455mechanism is reused here to commit a transaction at the log head containing an
2456EFD for the old EFI and new EFI at the head.
2457This enables the log to release the old EFI to keep the log moving forwards.
2458
2459EFIs have a role to play during the commit and reaping phases; please see the
2460next section and the section about :ref:`reaping<reaping>` for more details.
2461
2462Proposed patchsets are the
2463`bitmap rework
2464<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=repair-bitmap-rework>`_
2465and the
2466`preparation for bulk loading btrees
2467<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=repair-prep-for-bulk-loading>`_.
2468
2469
2470Writing the New Tree
2471````````````````````
2472
2473This part is pretty simple -- the btree builder (``xfs_btree_bulkload``) claims
2474a block from the reserved list, writes the new btree block header, fills the
2475rest of the block with records, and adds the new leaf block to a list of
2476written blocks::
2477
2478  ┌────┐
2479  │leaf│
2480  │RRR │
2481  └────┘
2482
2483Sibling pointers are set every time a new block is added to the level::
2484
2485  ┌────┐ ┌────┐ ┌────┐ ┌────┐
2486  │leaf│→│leaf│→│leaf│→│leaf│
2487  │RRR │←│RRR │←│RRR │←│RRR │
2488  └────┘ └────┘ └────┘ └────┘
2489
2490When it finishes writing the record leaf blocks, it moves on to the node
2491blocks
2492To fill a node block, it walks each block in the next level down in the tree
2493to compute the relevant keys and write them into the parent node::
2494
2495      ┌────┐       ┌────┐
2496      │node│──────→│node│
2497      │PP  │←──────│PP  │
2498      └────┘       └────┘
2499      ↙   ↘         ↙   ↘
2500  ┌────┐ ┌────┐ ┌────┐ ┌────┐
2501  │leaf│→│leaf│→│leaf│→│leaf│
2502  │RRR │←│RRR │←│RRR │←│RRR │
2503  └────┘ └────┘ └────┘ └────┘
2504
2505When it reaches the root level, it is ready to commit the new btree!::
2506
2507          ┌─────────┐
2508          │  root   │
2509          │   PP    │
2510          └─────────┘
2511          ↙         ↘
2512      ┌────┐       ┌────┐
2513      │node│──────→│node│
2514      │PP  │←──────│PP  │
2515      └────┘       └────┘
2516      ↙   ↘         ↙   ↘
2517  ┌────┐ ┌────┐ ┌────┐ ┌────┐
2518  │leaf│→│leaf│→│leaf│→│leaf│
2519  │RRR │←│RRR │←│RRR │←│RRR │
2520  └────┘ └────┘ └────┘ └────┘
2521
2522The first step to commit the new btree is to persist the btree blocks to disk
2523synchronously.
2524This is a little complicated because a new btree block could have been freed
2525in the recent past, so the builder must use ``xfs_buf_delwri_queue_here`` to
2526remove the (stale) buffer from the AIL list before it can write the new blocks
2527to disk.
2528Blocks are queued for IO using a delwri list and written in one large batch
2529with ``xfs_buf_delwri_submit``.
2530
2531Once the new blocks have been persisted to disk, control returns to the
2532individual repair function that called the bulk loader.
2533The repair function must log the location of the new root in a transaction,
2534clean up the space reservations that were made for the new btree, and reap the
2535old metadata blocks:
2536
25371. Commit the location of the new btree root.
2538
25392. For each incore reservation:
2540
2541   a. Log Extent Freeing Done (EFD) items for all the space that was consumed
2542      by the btree builder.  The new EFDs must point to the EFIs attached to
2543      the reservation to prevent log recovery from freeing the new blocks.
2544
2545   b. For unclaimed portions of incore reservations, create a regular deferred
2546      extent free work item to be free the unused space later in the
2547      transaction chain.
2548
2549   c. The EFDs and EFIs logged in steps 2a and 2b must not overrun the
2550      reservation of the committing transaction.
2551      If the btree loading code suspects this might be about to happen, it must
2552      call ``xrep_defer_finish`` to clear out the deferred work and obtain a
2553      fresh transaction.
2554
25553. Clear out the deferred work a second time to finish the commit and clean
2556   the repair transaction.
2557
2558The transaction rolling in steps 2c and 3 represent a weakness in the repair
2559algorithm, because a log flush and a crash before the end of the reap step can
2560result in space leaking.
2561Online repair functions minimize the chances of this occurring by using very
2562large transactions, which each can accommodate many thousands of block freeing
2563instructions.
2564Repair moves on to reaping the old blocks, which will be presented in a
2565subsequent :ref:`section<reaping>` after a few case studies of bulk loading.
2566
2567Case Study: Rebuilding the Inode Index
2568^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
2569
2570The high level process to rebuild the inode index btree is:
2571
25721. Walk the reverse mapping records to generate ``struct xfs_inobt_rec``
2573   records from the inode chunk information and a bitmap of the old inode btree
2574   blocks.
2575
25762. Append the records to an xfarray in inode order.
2577
25783. Use the ``xfs_btree_bload_compute_geometry`` function to compute the number
2579   of blocks needed for the inode btree.
2580   If the free space inode btree is enabled, call it again to estimate the
2581   geometry of the finobt.
2582
25834. Allocate the number of blocks computed in the previous step.
2584
25855. Use ``xfs_btree_bload`` to write the xfarray records to btree blocks and
2586   generate the internal node blocks.
2587   If the free space inode btree is enabled, call it again to load the finobt.
2588
25896. Commit the location of the new btree root block(s) to the AGI.
2590
25917. Reap the old btree blocks using the bitmap created in step 1.
2592
2593Details are as follows.
2594
2595The inode btree maps inumbers to the ondisk location of the associated
2596inode records, which means that the inode btrees can be rebuilt from the
2597reverse mapping information.
2598Reverse mapping records with an owner of ``XFS_RMAP_OWN_INOBT`` marks the
2599location of the old inode btree blocks.
2600Each reverse mapping record with an owner of ``XFS_RMAP_OWN_INODES`` marks the
2601location of at least one inode cluster buffer.
2602A cluster is the smallest number of ondisk inodes that can be allocated or
2603freed in a single transaction; it is never smaller than 1 fs block or 4 inodes.
2604
2605For the space represented by each inode cluster, ensure that there are no
2606records in the free space btrees nor any records in the reference count btree.
2607If there are, the space metadata inconsistencies are reason enough to abort the
2608operation.
2609Otherwise, read each cluster buffer to check that its contents appear to be
2610ondisk inodes and to decide if the file is allocated
2611(``xfs_dinode.i_mode != 0``) or free (``xfs_dinode.i_mode == 0``).
2612Accumulate the results of successive inode cluster buffer reads until there is
2613enough information to fill a single inode chunk record, which is 64 consecutive
2614numbers in the inumber keyspace.
2615If the chunk is sparse, the chunk record may include holes.
2616
2617Once the repair function accumulates one chunk's worth of data, it calls
2618``xfarray_append`` to add the inode btree record to the xfarray.
2619This xfarray is walked twice during the btree creation step -- once to populate
2620the inode btree with all inode chunk records, and a second time to populate the
2621free inode btree with records for chunks that have free non-sparse inodes.
2622The number of records for the inode btree is the number of xfarray records,
2623but the record count for the free inode btree has to be computed as inode chunk
2624records are stored in the xfarray.
2625
2626The proposed patchset is the
2627`AG btree repair
2628<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=repair-ag-btrees>`_
2629series.
2630
2631Case Study: Rebuilding the Space Reference Counts
2632^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
2633
2634Reverse mapping records are used to rebuild the reference count information.
2635Reference counts are required for correct operation of copy on write for shared
2636file data.
2637Imagine the reverse mapping entries as rectangles representing extents of
2638physical blocks, and that the rectangles can be laid down to allow them to
2639overlap each other.
2640From the diagram below, it is apparent that a reference count record must start
2641or end wherever the height of the stack changes.
2642In other words, the record emission stimulus is level-triggered::
2643
2644                        █    ███
2645              ██      █████ ████   ███        ██████
2646        ██   ████     ███████████ ████     █████████
2647        ████████████████████████████████ ███████████
2648        ^ ^  ^^ ^^    ^ ^^ ^^^  ^^^^  ^ ^^ ^  ^     ^
2649        2 1  23 21    3 43 234  2123  1 01 2  3     0
2650
2651The ondisk reference count btree does not store the refcount == 0 cases because
2652the free space btree already records which blocks are free.
2653Extents being used to stage copy-on-write operations should be the only records
2654with refcount == 1.
2655Single-owner file blocks aren't recorded in either the free space or the
2656reference count btrees.
2657
2658The high level process to rebuild the reference count btree is:
2659
26601. Walk the reverse mapping records to generate ``struct xfs_refcount_irec``
2661   records for any space having more than one reverse mapping and add them to
2662   the xfarray.
2663   Any records owned by ``XFS_RMAP_OWN_COW`` are also added to the xfarray
2664   because these are extents allocated to stage a copy on write operation and
2665   are tracked in the refcount btree.
2666
2667   Use any records owned by ``XFS_RMAP_OWN_REFC`` to create a bitmap of old
2668   refcount btree blocks.
2669
26702. Sort the records in physical extent order, putting the CoW staging extents
2671   at the end of the xfarray.
2672   This matches the sorting order of records in the refcount btree.
2673
26743. Use the ``xfs_btree_bload_compute_geometry`` function to compute the number
2675   of blocks needed for the new tree.
2676
26774. Allocate the number of blocks computed in the previous step.
2678
26795. Use ``xfs_btree_bload`` to write the xfarray records to btree blocks and
2680   generate the internal node blocks.
2681
26826. Commit the location of new btree root block to the AGF.
2683
26847. Reap the old btree blocks using the bitmap created in step 1.
2685
2686Details are as follows; the same algorithm is used by ``xfs_repair`` to
2687generate refcount information from reverse mapping records.
2688
2689- Until the reverse mapping btree runs out of records:
2690
2691  - Retrieve the next record from the btree and put it in a bag.
2692
2693  - Collect all records with the same starting block from the btree and put
2694    them in the bag.
2695
2696  - While the bag isn't empty:
2697
2698    - Among the mappings in the bag, compute the lowest block number where the
2699      reference count changes.
2700      This position will be either the starting block number of the next
2701      unprocessed reverse mapping or the next block after the shortest mapping
2702      in the bag.
2703
2704    - Remove all mappings from the bag that end at this position.
2705
2706    - Collect all reverse mappings that start at this position from the btree
2707      and put them in the bag.
2708
2709    - If the size of the bag changed and is greater than one, create a new
2710      refcount record associating the block number range that we just walked to
2711      the size of the bag.
2712
2713The bag-like structure in this case is a type 2 xfarray as discussed in the
2714:ref:`xfarray access patterns<xfarray_access_patterns>` section.
2715Reverse mappings are added to the bag using ``xfarray_store_anywhere`` and
2716removed via ``xfarray_unset``.
2717Bag members are examined through ``xfarray_iter`` loops.
2718
2719The proposed patchset is the
2720`AG btree repair
2721<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=repair-ag-btrees>`_
2722series.
2723
2724Case Study: Rebuilding File Fork Mapping Indices
2725^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
2726
2727The high level process to rebuild a data/attr fork mapping btree is:
2728
27291. Walk the reverse mapping records to generate ``struct xfs_bmbt_rec``
2730   records from the reverse mapping records for that inode and fork.
2731   Append these records to an xfarray.
2732   Compute the bitmap of the old bmap btree blocks from the ``BMBT_BLOCK``
2733   records.
2734
27352. Use the ``xfs_btree_bload_compute_geometry`` function to compute the number
2736   of blocks needed for the new tree.
2737
27383. Sort the records in file offset order.
2739
27404. If the extent records would fit in the inode fork immediate area, commit the
2741   records to that immediate area and skip to step 8.
2742
27435. Allocate the number of blocks computed in the previous step.
2744
27456. Use ``xfs_btree_bload`` to write the xfarray records to btree blocks and
2746   generate the internal node blocks.
2747
27487. Commit the new btree root block to the inode fork immediate area.
2749
27508. Reap the old btree blocks using the bitmap created in step 1.
2751
2752There are some complications here:
2753First, it's possible to move the fork offset to adjust the sizes of the
2754immediate areas if the data and attr forks are not both in BMBT format.
2755Second, if there are sufficiently few fork mappings, it may be possible to use
2756EXTENTS format instead of BMBT, which may require a conversion.
2757Third, the incore extent map must be reloaded carefully to avoid disturbing
2758any delayed allocation extents.
2759
2760The proposed patchset is the
2761`file mapping repair
2762<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=repair-file-mappings>`_
2763series.
2764
2765.. _reaping:
2766
2767Reaping Old Metadata Blocks
2768---------------------------
2769
2770Whenever online fsck builds a new data structure to replace one that is
2771suspect, there is a question of how to find and dispose of the blocks that
2772belonged to the old structure.
2773The laziest method of course is not to deal with them at all, but this slowly
2774leads to service degradations as space leaks out of the filesystem.
2775Hopefully, someone will schedule a rebuild of the free space information to
2776plug all those leaks.
2777Offline repair rebuilds all space metadata after recording the usage of
2778the files and directories that it decides not to clear, hence it can build new
2779structures in the discovered free space and avoid the question of reaping.
2780
2781As part of a repair, online fsck relies heavily on the reverse mapping records
2782to find space that is owned by the corresponding rmap owner yet truly free.
2783Cross referencing rmap records with other rmap records is necessary because
2784there may be other data structures that also think they own some of those
2785blocks (e.g. crosslinked trees).
2786Permitting the block allocator to hand them out again will not push the system
2787towards consistency.
2788
2789For space metadata, the process of finding extents to dispose of generally
2790follows this format:
2791
27921. Create a bitmap of space used by data structures that must be preserved.
2793   The space reservations used to create the new metadata can be used here if
2794   the same rmap owner code is used to denote all of the objects being rebuilt.
2795
27962. Survey the reverse mapping data to create a bitmap of space owned by the
2797   same ``XFS_RMAP_OWN_*`` number for the metadata that is being preserved.
2798
27993. Use the bitmap disunion operator to subtract (1) from (2).
2800   The remaining set bits represent candidate extents that could be freed.
2801   The process moves on to step 4 below.
2802
2803Repairs for file-based metadata such as extended attributes, directories,
2804symbolic links, quota files and realtime bitmaps are performed by building a
2805new structure attached to a temporary file and exchanging all mappings in the
2806file forks.
2807Afterward, the mappings in the old file fork are the candidate blocks for
2808disposal.
2809
2810The process for disposing of old extents is as follows:
2811
28124. For each candidate extent, count the number of reverse mapping records for
2813   the first block in that extent that do not have the same rmap owner for the
2814   data structure being repaired.
2815
2816   - If zero, the block has a single owner and can be freed.
2817
2818   - If not, the block is part of a crosslinked structure and must not be
2819     freed.
2820
28215. Starting with the next block in the extent, figure out how many more blocks
2822   have the same zero/nonzero other owner status as that first block.
2823
28246. If the region is crosslinked, delete the reverse mapping entry for the
2825   structure being repaired and move on to the next region.
2826
28277. If the region is to be freed, mark any corresponding buffers in the buffer
2828   cache as stale to prevent log writeback.
2829
28308. Free the region and move on.
2831
2832However, there is one complication to this procedure.
2833Transactions are of finite size, so the reaping process must be careful to roll
2834the transactions to avoid overruns.
2835Overruns come from two sources:
2836
2837a. EFIs logged on behalf of space that is no longer occupied
2838
2839b. Log items for buffer invalidations
2840
2841This is also a window in which a crash during the reaping process can leak
2842blocks.
2843As stated earlier, online repair functions use very large transactions to
2844minimize the chances of this occurring.
2845
2846The proposed patchset is the
2847`preparation for bulk loading btrees
2848<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=repair-prep-for-bulk-loading>`_
2849series.
2850
2851Case Study: Reaping After a Regular Btree Repair
2852````````````````````````````````````````````````
2853
2854Old reference count and inode btrees are the easiest to reap because they have
2855rmap records with special owner codes: ``XFS_RMAP_OWN_REFC`` for the refcount
2856btree, and ``XFS_RMAP_OWN_INOBT`` for the inode and free inode btrees.
2857Creating a list of extents to reap the old btree blocks is quite simple,
2858conceptually:
2859
28601. Lock the relevant AGI/AGF header buffers to prevent allocation and frees.
2861
28622. For each reverse mapping record with an rmap owner corresponding to the
2863   metadata structure being rebuilt, set the corresponding range in a bitmap.
2864
28653. Walk the current data structures that have the same rmap owner.
2866   For each block visited, clear that range in the above bitmap.
2867
28684. Each set bit in the bitmap represents a block that could be a block from the
2869   old data structures and hence is a candidate for reaping.
2870   In other words, ``(rmap_records_owned_by & ~blocks_reachable_by_walk)``
2871   are the blocks that might be freeable.
2872
2873If it is possible to maintain the AGF lock throughout the repair (which is the
2874common case), then step 2 can be performed at the same time as the reverse
2875mapping record walk that creates the records for the new btree.
2876
2877Case Study: Rebuilding the Free Space Indices
2878`````````````````````````````````````````````
2879
2880The high level process to rebuild the free space indices is:
2881
28821. Walk the reverse mapping records to generate ``struct xfs_alloc_rec_incore``
2883   records from the gaps in the reverse mapping btree.
2884
28852. Append the records to an xfarray.
2886
28873. Use the ``xfs_btree_bload_compute_geometry`` function to compute the number
2888   of blocks needed for each new tree.
2889
28904. Allocate the number of blocks computed in the previous step from the free
2891   space information collected.
2892
28935. Use ``xfs_btree_bload`` to write the xfarray records to btree blocks and
2894   generate the internal node blocks for the free space by length index.
2895   Call it again for the free space by block number index.
2896
28976. Commit the locations of the new btree root blocks to the AGF.
2898
28997. Reap the old btree blocks by looking for space that is not recorded by the
2900   reverse mapping btree, the new free space btrees, or the AGFL.
2901
2902Repairing the free space btrees has three key complications over a regular
2903btree repair:
2904
2905First, free space is not explicitly tracked in the reverse mapping records.
2906Hence, the new free space records must be inferred from gaps in the physical
2907space component of the keyspace of the reverse mapping btree.
2908
2909Second, free space repairs cannot use the common btree reservation code because
2910new blocks are reserved out of the free space btrees.
2911This is impossible when repairing the free space btrees themselves.
2912However, repair holds the AGF buffer lock for the duration of the free space
2913index reconstruction, so it can use the collected free space information to
2914supply the blocks for the new free space btrees.
2915It is not necessary to back each reserved extent with an EFI because the new
2916free space btrees are constructed in what the ondisk filesystem thinks is
2917unowned space.
2918However, if reserving blocks for the new btrees from the collected free space
2919information changes the number of free space records, repair must re-estimate
2920the new free space btree geometry with the new record count until the
2921reservation is sufficient.
2922As part of committing the new btrees, repair must ensure that reverse mappings
2923are created for the reserved blocks and that unused reserved blocks are
2924inserted into the free space btrees.
2925Deferrred rmap and freeing operations are used to ensure that this transition
2926is atomic, similar to the other btree repair functions.
2927
2928Third, finding the blocks to reap after the repair is not overly
2929straightforward.
2930Blocks for the free space btrees and the reverse mapping btrees are supplied by
2931the AGFL.
2932Blocks put onto the AGFL have reverse mapping records with the owner
2933``XFS_RMAP_OWN_AG``.
2934This ownership is retained when blocks move from the AGFL into the free space
2935btrees or the reverse mapping btrees.
2936When repair walks reverse mapping records to synthesize free space records, it
2937creates a bitmap (``ag_owner_bitmap``) of all the space claimed by
2938``XFS_RMAP_OWN_AG`` records.
2939The repair context maintains a second bitmap corresponding to the rmap btree
2940blocks and the AGFL blocks (``rmap_agfl_bitmap``).
2941When the walk is complete, the bitmap disunion operation ``(ag_owner_bitmap &
2942~rmap_agfl_bitmap)`` computes the extents that are used by the old free space
2943btrees.
2944These blocks can then be reaped using the methods outlined above.
2945
2946The proposed patchset is the
2947`AG btree repair
2948<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=repair-ag-btrees>`_
2949series.
2950
2951.. _rmap_reap:
2952
2953Case Study: Reaping After Repairing Reverse Mapping Btrees
2954``````````````````````````````````````````````````````````
2955
2956Old reverse mapping btrees are less difficult to reap after a repair.
2957As mentioned in the previous section, blocks on the AGFL, the two free space
2958btree blocks, and the reverse mapping btree blocks all have reverse mapping
2959records with ``XFS_RMAP_OWN_AG`` as the owner.
2960The full process of gathering reverse mapping records and building a new btree
2961are described in the case study of
2962:ref:`live rebuilds of rmap data <rmap_repair>`, but a crucial point from that
2963discussion is that the new rmap btree will not contain any records for the old
2964rmap btree, nor will the old btree blocks be tracked in the free space btrees.
2965The list of candidate reaping blocks is computed by setting the bits
2966corresponding to the gaps in the new rmap btree records, and then clearing the
2967bits corresponding to extents in the free space btrees and the current AGFL
2968blocks.
2969The result ``(new_rmapbt_gaps & ~(agfl | bnobt_records))`` are reaped using the
2970methods outlined above.
2971
2972The rest of the process of rebuildng the reverse mapping btree is discussed
2973in a separate :ref:`case study<rmap_repair>`.
2974
2975The proposed patchset is the
2976`AG btree repair
2977<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=repair-ag-btrees>`_
2978series.
2979
2980Case Study: Rebuilding the AGFL
2981```````````````````````````````
2982
2983The allocation group free block list (AGFL) is repaired as follows:
2984
29851. Create a bitmap for all the space that the reverse mapping data claims is
2986   owned by ``XFS_RMAP_OWN_AG``.
2987
29882. Subtract the space used by the two free space btrees and the rmap btree.
2989
29903. Subtract any space that the reverse mapping data claims is owned by any
2991   other owner, to avoid re-adding crosslinked blocks to the AGFL.
2992
29934. Once the AGFL is full, reap any blocks leftover.
2994
29955. The next operation to fix the freelist will right-size the list.
2996
2997See `fs/xfs/scrub/agheader_repair.c <https://git.kernel.org/pub/scm/linux/kernel/git/torvalds/linux.git/tree/fs/xfs/scrub/agheader_repair.c>`_ for more details.
2998
2999Inode Record Repairs
3000--------------------
3001
3002Inode records must be handled carefully, because they have both ondisk records
3003("dinodes") and an in-memory ("cached") representation.
3004There is a very high potential for cache coherency issues if online fsck is not
3005careful to access the ondisk metadata *only* when the ondisk metadata is so
3006badly damaged that the filesystem cannot load the in-memory representation.
3007When online fsck wants to open a damaged file for scrubbing, it must use
3008specialized resource acquisition functions that return either the in-memory
3009representation *or* a lock on whichever object is necessary to prevent any
3010update to the ondisk location.
3011
3012The only repairs that should be made to the ondisk inode buffers are whatever
3013is necessary to get the in-core structure loaded.
3014This means fixing whatever is caught by the inode cluster buffer and inode fork
3015verifiers, and retrying the ``iget`` operation.
3016If the second ``iget`` fails, the repair has failed.
3017
3018Once the in-memory representation is loaded, repair can lock the inode and can
3019subject it to comprehensive checks, repairs, and optimizations.
3020Most inode attributes are easy to check and constrain, or are user-controlled
3021arbitrary bit patterns; these are both easy to fix.
3022Dealing with the data and attr fork extent counts and the file block counts is
3023more complicated, because computing the correct value requires traversing the
3024forks, or if that fails, leaving the fields invalid and waiting for the fork
3025fsck functions to run.
3026
3027The proposed patchset is the
3028`inode
3029<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=repair-inodes>`_
3030repair series.
3031
3032Quota Record Repairs
3033--------------------
3034
3035Similar to inodes, quota records ("dquots") also have both ondisk records and
3036an in-memory representation, and hence are subject to the same cache coherency
3037issues.
3038Somewhat confusingly, both are known as dquots in the XFS codebase.
3039
3040The only repairs that should be made to the ondisk quota record buffers are
3041whatever is necessary to get the in-core structure loaded.
3042Once the in-memory representation is loaded, the only attributes needing
3043checking are obviously bad limits and timer values.
3044
3045Quota usage counters are checked, repaired, and discussed separately in the
3046section about :ref:`live quotacheck <quotacheck>`.
3047
3048The proposed patchset is the
3049`quota
3050<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=repair-quota>`_
3051repair series.
3052
3053.. _fscounters:
3054
3055Freezing to Fix Summary Counters
3056--------------------------------
3057
3058Filesystem summary counters track availability of filesystem resources such
3059as free blocks, free inodes, and allocated inodes.
3060This information could be compiled by walking the free space and inode indexes,
3061but this is a slow process, so XFS maintains a copy in the ondisk superblock
3062that should reflect the ondisk metadata, at least when the filesystem has been
3063unmounted cleanly.
3064For performance reasons, XFS also maintains incore copies of those counters,
3065which are key to enabling resource reservations for active transactions.
3066Writer threads reserve the worst-case quantities of resources from the
3067incore counter and give back whatever they don't use at commit time.
3068It is therefore only necessary to serialize on the superblock when the
3069superblock is being committed to disk.
3070
3071The lazy superblock counter feature introduced in XFS v5 took this even further
3072by training log recovery to recompute the summary counters from the AG headers,
3073which eliminated the need for most transactions even to touch the superblock.
3074The only time XFS commits the summary counters is at filesystem unmount.
3075To reduce contention even further, the incore counter is implemented as a
3076percpu counter, which means that each CPU is allocated a batch of blocks from a
3077global incore counter and can satisfy small allocations from the local batch.
3078
3079The high-performance nature of the summary counters makes it difficult for
3080online fsck to check them, since there is no way to quiesce a percpu counter
3081while the system is running.
3082Although online fsck can read the filesystem metadata to compute the correct
3083values of the summary counters, there's no way to hold the value of a percpu
3084counter stable, so it's quite possible that the counter will be out of date by
3085the time the walk is complete.
3086Earlier versions of online scrub would return to userspace with an incomplete
3087scan flag, but this is not a satisfying outcome for a system administrator.
3088For repairs, the in-memory counters must be stabilized while walking the
3089filesystem metadata to get an accurate reading and install it in the percpu
3090counter.
3091
3092To satisfy this requirement, online fsck must prevent other programs in the
3093system from initiating new writes to the filesystem, it must disable background
3094garbage collection threads, and it must wait for existing writer programs to
3095exit the kernel.
3096Once that has been established, scrub can walk the AG free space indexes, the
3097inode btrees, and the realtime bitmap to compute the correct value of all
3098four summary counters.
3099This is very similar to a filesystem freeze, though not all of the pieces are
3100necessary:
3101
3102- The final freeze state is set one higher than ``SB_FREEZE_COMPLETE`` to
3103  prevent other threads from thawing the filesystem, or other scrub threads
3104  from initiating another fscounters freeze.
3105
3106- It does not quiesce the log.
3107
3108With this code in place, it is now possible to pause the filesystem for just
3109long enough to check and correct the summary counters.
3110
3111+--------------------------------------------------------------------------+
3112| **Historical Sidebar**:                                                  |
3113+--------------------------------------------------------------------------+
3114| The initial implementation used the actual VFS filesystem freeze         |
3115| mechanism to quiesce filesystem activity.                                |
3116| With the filesystem frozen, it is possible to resolve the counter values |
3117| with exact precision, but there are many problems with calling the VFS   |
3118| methods directly:                                                        |
3119|                                                                          |
3120| - Other programs can unfreeze the filesystem without our knowledge.      |
3121|   This leads to incorrect scan results and incorrect repairs.            |
3122|                                                                          |
3123| - Adding an extra lock to prevent others from thawing the filesystem     |
3124|   required the addition of a ``->freeze_super`` function to wrap         |
3125|   ``freeze_fs()``.                                                       |
3126|   This in turn caused other subtle problems because it turns out that    |
3127|   the VFS ``freeze_super`` and ``thaw_super`` functions can drop the     |
3128|   last reference to the VFS superblock, and any subsequent access        |
3129|   becomes a UAF bug!                                                     |
3130|   This can happen if the filesystem is unmounted while the underlying    |
3131|   block device has frozen the filesystem.                                |
3132|   This problem could be solved by grabbing extra references to the       |
3133|   superblock, but it felt suboptimal given the other inadequacies of     |
3134|   this approach.                                                         |
3135|                                                                          |
3136| - The log need not be quiesced to check the summary counters, but a VFS  |
3137|   freeze initiates one anyway.                                           |
3138|   This adds unnecessary runtime to live fscounter fsck operations.       |
3139|                                                                          |
3140| - Quiescing the log means that XFS flushes the (possibly incorrect)      |
3141|   counters to disk as part of cleaning the log.                          |
3142|                                                                          |
3143| - A bug in the VFS meant that freeze could complete even when            |
3144|   sync_filesystem fails to flush the filesystem and returns an error.    |
3145|   This bug was fixed in Linux 5.17.                                      |
3146+--------------------------------------------------------------------------+
3147
3148The proposed patchset is the
3149`summary counter cleanup
3150<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=repair-fscounters>`_
3151series.
3152
3153Full Filesystem Scans
3154---------------------
3155
3156Certain types of metadata can only be checked by walking every file in the
3157entire filesystem to record observations and comparing the observations against
3158what's recorded on disk.
3159Like every other type of online repair, repairs are made by writing those
3160observations to disk in a replacement structure and committing it atomically.
3161However, it is not practical to shut down the entire filesystem to examine
3162hundreds of billions of files because the downtime would be excessive.
3163Therefore, online fsck must build the infrastructure to manage a live scan of
3164all the files in the filesystem.
3165There are two questions that need to be solved to perform a live walk:
3166
3167- How does scrub manage the scan while it is collecting data?
3168
3169- How does the scan keep abreast of changes being made to the system by other
3170  threads?
3171
3172.. _iscan:
3173
3174Coordinated Inode Scans
3175```````````````````````
3176
3177In the original Unix filesystems of the 1970s, each directory entry contained
3178an index number (*inumber*) which was used as an index into on ondisk array
3179(*itable*) of fixed-size records (*inodes*) describing a file's attributes and
3180its data block mapping.
3181This system is described by J. Lions, `"inode (5659)"
3182<http://www.lemis.com/grog/Documentation/Lions/>`_ in *Lions' Commentary on
3183UNIX, 6th Edition*, (Dept. of Computer Science, the University of New South
3184Wales, November 1977), pp. 18-2; and later by D. Ritchie and K. Thompson,
3185`"Implementation of the File System"
3186<https://archive.org/details/bstj57-6-1905/page/n8/mode/1up>`_, from *The UNIX
3187Time-Sharing System*, (The Bell System Technical Journal, July 1978), pp.
31881913-4.
3189
3190XFS retains most of this design, except now inumbers are search keys over all
3191the space in the data section filesystem.
3192They form a continuous keyspace that can be expressed as a 64-bit integer,
3193though the inodes themselves are sparsely distributed within the keyspace.
3194Scans proceed in a linear fashion across the inumber keyspace, starting from
3195``0x0`` and ending at ``0xFFFFFFFFFFFFFFFF``.
3196Naturally, a scan through a keyspace requires a scan cursor object to track the
3197scan progress.
3198Because this keyspace is sparse, this cursor contains two parts.
3199The first part of this scan cursor object tracks the inode that will be
3200examined next; call this the examination cursor.
3201Somewhat less obviously, the scan cursor object must also track which parts of
3202the keyspace have already been visited, which is critical for deciding if a
3203concurrent filesystem update needs to be incorporated into the scan data.
3204Call this the visited inode cursor.
3205
3206Advancing the scan cursor is a multi-step process encapsulated in
3207``xchk_iscan_iter``:
3208
32091. Lock the AGI buffer of the AG containing the inode pointed to by the visited
3210   inode cursor.
3211   This guarantee that inodes in this AG cannot be allocated or freed while
3212   advancing the cursor.
3213
32142. Use the per-AG inode btree to look up the next inumber after the one that
3215   was just visited, since it may not be keyspace adjacent.
3216
32173. If there are no more inodes left in this AG:
3218
3219   a. Move the examination cursor to the point of the inumber keyspace that
3220      corresponds to the start of the next AG.
3221
3222   b. Adjust the visited inode cursor to indicate that it has "visited" the
3223      last possible inode in the current AG's inode keyspace.
3224      XFS inumbers are segmented, so the cursor needs to be marked as having
3225      visited the entire keyspace up to just before the start of the next AG's
3226      inode keyspace.
3227
3228   c. Unlock the AGI and return to step 1 if there are unexamined AGs in the
3229      filesystem.
3230
3231   d. If there are no more AGs to examine, set both cursors to the end of the
3232      inumber keyspace.
3233      The scan is now complete.
3234
32354. Otherwise, there is at least one more inode to scan in this AG:
3236
3237   a. Move the examination cursor ahead to the next inode marked as allocated
3238      by the inode btree.
3239
3240   b. Adjust the visited inode cursor to point to the inode just prior to where
3241      the examination cursor is now.
3242      Because the scanner holds the AGI buffer lock, no inodes could have been
3243      created in the part of the inode keyspace that the visited inode cursor
3244      just advanced.
3245
32465. Get the incore inode for the inumber of the examination cursor.
3247   By maintaining the AGI buffer lock until this point, the scanner knows that
3248   it was safe to advance the examination cursor across the entire keyspace,
3249   and that it has stabilized this next inode so that it cannot disappear from
3250   the filesystem until the scan releases the incore inode.
3251
32526. Drop the AGI lock and return the incore inode to the caller.
3253
3254Online fsck functions scan all files in the filesystem as follows:
3255
32561. Start a scan by calling ``xchk_iscan_start``.
3257
32582. Advance the scan cursor (``xchk_iscan_iter``) to get the next inode.
3259   If one is provided:
3260
3261   a. Lock the inode to prevent updates during the scan.
3262
3263   b. Scan the inode.
3264
3265   c. While still holding the inode lock, adjust the visited inode cursor
3266      (``xchk_iscan_mark_visited``) to point to this inode.
3267
3268   d. Unlock and release the inode.
3269
32708. Call ``xchk_iscan_teardown`` to complete the scan.
3271
3272There are subtleties with the inode cache that complicate grabbing the incore
3273inode for the caller.
3274Obviously, it is an absolute requirement that the inode metadata be consistent
3275enough to load it into the inode cache.
3276Second, if the incore inode is stuck in some intermediate state, the scan
3277coordinator must release the AGI and push the main filesystem to get the inode
3278back into a loadable state.
3279
3280The proposed patches are the
3281`inode scanner
3282<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=scrub-iscan>`_
3283series.
3284The first user of the new functionality is the
3285`online quotacheck
3286<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=repair-quotacheck>`_
3287series.
3288
3289Inode Management
3290````````````````
3291
3292In regular filesystem code, references to allocated XFS incore inodes are
3293always obtained (``xfs_iget``) outside of transaction context because the
3294creation of the incore context for an existing file does not require metadata
3295updates.
3296However, it is important to note that references to incore inodes obtained as
3297part of file creation must be performed in transaction context because the
3298filesystem must ensure the atomicity of the ondisk inode btree index updates
3299and the initialization of the actual ondisk inode.
3300
3301References to incore inodes are always released (``xfs_irele``) outside of
3302transaction context because there are a handful of activities that might
3303require ondisk updates:
3304
3305- The VFS may decide to kick off writeback as part of a ``DONTCACHE`` inode
3306  release.
3307
3308- Speculative preallocations need to be unreserved.
3309
3310- An unlinked file may have lost its last reference, in which case the entire
3311  file must be inactivated, which involves releasing all of its resources in
3312  the ondisk metadata and freeing the inode.
3313
3314These activities are collectively called inode inactivation.
3315Inactivation has two parts -- the VFS part, which initiates writeback on all
3316dirty file pages, and the XFS part, which cleans up XFS-specific information
3317and frees the inode if it was unlinked.
3318If the inode is unlinked (or unconnected after a file handle operation), the
3319kernel drops the inode into the inactivation machinery immediately.
3320
3321During normal operation, resource acquisition for an update follows this order
3322to avoid deadlocks:
3323
33241. Inode reference (``iget``).
3325
33262. Filesystem freeze protection, if repairing (``mnt_want_write_file``).
3327
33283. Inode ``IOLOCK`` (VFS ``i_rwsem``) lock to control file IO.
3329
33304. Inode ``MMAPLOCK`` (page cache ``invalidate_lock``) lock for operations that
3331   can update page cache mappings.
3332
33335. Log feature enablement.
3334
33356. Transaction log space grant.
3336
33377. Space on the data and realtime devices for the transaction.
3338
33398. Incore dquot references, if a file is being repaired.
3340   Note that they are not locked, merely acquired.
3341
33429. Inode ``ILOCK`` for file metadata updates.
3343
334410. AG header buffer locks / Realtime metadata inode ILOCK.
3345
334611. Realtime metadata buffer locks, if applicable.
3347
334812. Extent mapping btree blocks, if applicable.
3349
3350Resources are often released in the reverse order, though this is not required.
3351However, online fsck differs from regular XFS operations because it may examine
3352an object that normally is acquired in a later stage of the locking order, and
3353then decide to cross-reference the object with an object that is acquired
3354earlier in the order.
3355The next few sections detail the specific ways in which online fsck takes care
3356to avoid deadlocks.
3357
3358iget and irele During a Scrub
3359^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
3360
3361An inode scan performed on behalf of a scrub operation runs in transaction
3362context, and possibly with resources already locked and bound to it.
3363This isn't much of a problem for ``iget`` since it can operate in the context
3364of an existing transaction, as long as all of the bound resources are acquired
3365before the inode reference in the regular filesystem.
3366
3367When the VFS ``iput`` function is given a linked inode with no other
3368references, it normally puts the inode on an LRU list in the hope that it can
3369save time if another process re-opens the file before the system runs out
3370of memory and frees it.
3371Filesystem callers can short-circuit the LRU process by setting a ``DONTCACHE``
3372flag on the inode to cause the kernel to try to drop the inode into the
3373inactivation machinery immediately.
3374
3375In the past, inactivation was always done from the process that dropped the
3376inode, which was a problem for scrub because scrub may already hold a
3377transaction, and XFS does not support nesting transactions.
3378On the other hand, if there is no scrub transaction, it is desirable to drop
3379otherwise unused inodes immediately to avoid polluting caches.
3380To capture these nuances, the online fsck code has a separate ``xchk_irele``
3381function to set or clear the ``DONTCACHE`` flag to get the required release
3382behavior.
3383
3384Proposed patchsets include fixing
3385`scrub iget usage
3386<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=scrub-iget-fixes>`_ and
3387`dir iget usage
3388<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=scrub-dir-iget-fixes>`_.
3389
3390.. _ilocking:
3391
3392Locking Inodes
3393^^^^^^^^^^^^^^
3394
3395In regular filesystem code, the VFS and XFS will acquire multiple IOLOCK locks
3396in a well-known order: parent → child when updating the directory tree, and
3397in numerical order of the addresses of their ``struct inode`` object otherwise.
3398For regular files, the MMAPLOCK can be acquired after the IOLOCK to stop page
3399faults.
3400If two MMAPLOCKs must be acquired, they are acquired in numerical order of
3401the addresses of their ``struct address_space`` objects.
3402Due to the structure of existing filesystem code, IOLOCKs and MMAPLOCKs must be
3403acquired before transactions are allocated.
3404If two ILOCKs must be acquired, they are acquired in inumber order.
3405
3406Inode lock acquisition must be done carefully during a coordinated inode scan.
3407Online fsck cannot abide these conventions, because for a directory tree
3408scanner, the scrub process holds the IOLOCK of the file being scanned and it
3409needs to take the IOLOCK of the file at the other end of the directory link.
3410If the directory tree is corrupt because it contains a cycle, ``xfs_scrub``
3411cannot use the regular inode locking functions and avoid becoming trapped in an
3412ABBA deadlock.
3413
3414Solving both of these problems is straightforward -- any time online fsck
3415needs to take a second lock of the same class, it uses trylock to avoid an ABBA
3416deadlock.
3417If the trylock fails, scrub drops all inode locks and use trylock loops to
3418(re)acquire all necessary resources.
3419Trylock loops enable scrub to check for pending fatal signals, which is how
3420scrub avoids deadlocking the filesystem or becoming an unresponsive process.
3421However, trylock loops means that online fsck must be prepared to measure the
3422resource being scrubbed before and after the lock cycle to detect changes and
3423react accordingly.
3424
3425.. _dirparent:
3426
3427Case Study: Finding a Directory Parent
3428^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
3429
3430Consider the directory parent pointer repair code as an example.
3431Online fsck must verify that the dotdot dirent of a directory points up to a
3432parent directory, and that the parent directory contains exactly one dirent
3433pointing down to the child directory.
3434Fully validating this relationship (and repairing it if possible) requires a
3435walk of every directory on the filesystem while holding the child locked, and
3436while updates to the directory tree are being made.
3437The coordinated inode scan provides a way to walk the filesystem without the
3438possibility of missing an inode.
3439The child directory is kept locked to prevent updates to the dotdot dirent, but
3440if the scanner fails to lock a parent, it can drop and relock both the child
3441and the prospective parent.
3442If the dotdot entry changes while the directory is unlocked, then a move or
3443rename operation must have changed the child's parentage, and the scan can
3444exit early.
3445
3446The proposed patchset is the
3447`directory repair
3448<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=repair-dirs>`_
3449series.
3450
3451.. _fshooks:
3452
3453Filesystem Hooks
3454`````````````````
3455
3456The second piece of support that online fsck functions need during a full
3457filesystem scan is the ability to stay informed about updates being made by
3458other threads in the filesystem, since comparisons against the past are useless
3459in a dynamic environment.
3460Two pieces of Linux kernel infrastructure enable online fsck to monitor regular
3461filesystem operations: filesystem hooks and :ref:`static keys<jump_labels>`.
3462
3463Filesystem hooks convey information about an ongoing filesystem operation to
3464a downstream consumer.
3465In this case, the downstream consumer is always an online fsck function.
3466Because multiple fsck functions can run in parallel, online fsck uses the Linux
3467notifier call chain facility to dispatch updates to any number of interested
3468fsck processes.
3469Call chains are a dynamic list, which means that they can be configured at
3470run time.
3471Because these hooks are private to the XFS module, the information passed along
3472contains exactly what the checking function needs to update its observations.
3473
3474The current implementation of XFS hooks uses SRCU notifier chains to reduce the
3475impact to highly threaded workloads.
3476Regular blocking notifier chains use a rwsem and seem to have a much lower
3477overhead for single-threaded applications.
3478However, it may turn out that the combination of blocking chains and static
3479keys are a more performant combination; more study is needed here.
3480
3481The following pieces are necessary to hook a certain point in the filesystem:
3482
3483- A ``struct xfs_hooks`` object must be embedded in a convenient place such as
3484  a well-known incore filesystem object.
3485
3486- Each hook must define an action code and a structure containing more context
3487  about the action.
3488
3489- Hook providers should provide appropriate wrapper functions and structs
3490  around the ``xfs_hooks`` and ``xfs_hook`` objects to take advantage of type
3491  checking to ensure correct usage.
3492
3493- A callsite in the regular filesystem code must be chosen to call
3494  ``xfs_hooks_call`` with the action code and data structure.
3495  This place should be adjacent to (and not earlier than) the place where
3496  the filesystem update is committed to the transaction.
3497  In general, when the filesystem calls a hook chain, it should be able to
3498  handle sleeping and should not be vulnerable to memory reclaim or locking
3499  recursion.
3500  However, the exact requirements are very dependent on the context of the hook
3501  caller and the callee.
3502
3503- The online fsck function should define a structure to hold scan data, a lock
3504  to coordinate access to the scan data, and a ``struct xfs_hook`` object.
3505  The scanner function and the regular filesystem code must acquire resources
3506  in the same order; see the next section for details.
3507
3508- The online fsck code must contain a C function to catch the hook action code
3509  and data structure.
3510  If the object being updated has already been visited by the scan, then the
3511  hook information must be applied to the scan data.
3512
3513- Prior to unlocking inodes to start the scan, online fsck must call
3514  ``xfs_hooks_setup`` to initialize the ``struct xfs_hook``, and
3515  ``xfs_hooks_add`` to enable the hook.
3516
3517- Online fsck must call ``xfs_hooks_del`` to disable the hook once the scan is
3518  complete.
3519
3520The number of hooks should be kept to a minimum to reduce complexity.
3521Static keys are used to reduce the overhead of filesystem hooks to nearly
3522zero when online fsck is not running.
3523
3524.. _liveupdate:
3525
3526Live Updates During a Scan
3527``````````````````````````
3528
3529The code paths of the online fsck scanning code and the :ref:`hooked<fshooks>`
3530filesystem code look like this::
3531
3532            other program
35333534            inode lock ←────────────────────┐
3535                  ↓                         │
3536            AG header lock                  │
3537                  ↓                         │
3538            filesystem function             │
3539                  ↓                         │
3540            notifier call chain             │    same
3541                  ↓                         ├─── inode
3542            scrub hook function             │    lock
3543                  ↓                         │
3544            scan data mutex ←──┐    same    │
3545                  ↓            ├─── scan    │
3546            update scan data   │    lock    │
3547                  ↑            │            │
3548            scan data mutex ←──┘            │
3549                  ↑                         │
3550            inode lock ←────────────────────┘
35513552            scrub function
35533554            inode scanner
35553556            xfs_scrub
3557
3558These rules must be followed to ensure correct interactions between the
3559checking code and the code making an update to the filesystem:
3560
3561- Prior to invoking the notifier call chain, the filesystem function being
3562  hooked must acquire the same lock that the scrub scanning function acquires
3563  to scan the inode.
3564
3565- The scanning function and the scrub hook function must coordinate access to
3566  the scan data by acquiring a lock on the scan data.
3567
3568- Scrub hook function must not add the live update information to the scan
3569  observations unless the inode being updated has already been scanned.
3570  The scan coordinator has a helper predicate (``xchk_iscan_want_live_update``)
3571  for this.
3572
3573- Scrub hook functions must not change the caller's state, including the
3574  transaction that it is running.
3575  They must not acquire any resources that might conflict with the filesystem
3576  function being hooked.
3577
3578- The hook function can abort the inode scan to avoid breaking the other rules.
3579
3580The inode scan APIs are pretty simple:
3581
3582- ``xchk_iscan_start`` starts a scan
3583
3584- ``xchk_iscan_iter`` grabs a reference to the next inode in the scan or
3585  returns zero if there is nothing left to scan
3586
3587- ``xchk_iscan_want_live_update`` to decide if an inode has already been
3588  visited in the scan.
3589  This is critical for hook functions to decide if they need to update the
3590  in-memory scan information.
3591
3592- ``xchk_iscan_mark_visited`` to mark an inode as having been visited in the
3593  scan
3594
3595- ``xchk_iscan_teardown`` to finish the scan
3596
3597This functionality is also a part of the
3598`inode scanner
3599<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=scrub-iscan>`_
3600series.
3601
3602.. _quotacheck:
3603
3604Case Study: Quota Counter Checking
3605^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
3606
3607It is useful to compare the mount time quotacheck code to the online repair
3608quotacheck code.
3609Mount time quotacheck does not have to contend with concurrent operations, so
3610it does the following:
3611
36121. Make sure the ondisk dquots are in good enough shape that all the incore
3613   dquots will actually load, and zero the resource usage counters in the
3614   ondisk buffer.
3615
36162. Walk every inode in the filesystem.
3617   Add each file's resource usage to the incore dquot.
3618
36193. Walk each incore dquot.
3620   If the incore dquot is not being flushed, add the ondisk buffer backing the
3621   incore dquot to a delayed write (delwri) list.
3622
36234. Write the buffer list to disk.
3624
3625Like most online fsck functions, online quotacheck can't write to regular
3626filesystem objects until the newly collected metadata reflect all filesystem
3627state.
3628Therefore, online quotacheck records file resource usage to a shadow dquot
3629index implemented with a sparse ``xfarray``, and only writes to the real dquots
3630once the scan is complete.
3631Handling transactional updates is tricky because quota resource usage updates
3632are handled in phases to minimize contention on dquots:
3633
36341. The inodes involved are joined and locked to a transaction.
3635
36362. For each dquot attached to the file:
3637
3638   a. The dquot is locked.
3639
3640   b. A quota reservation is added to the dquot's resource usage.
3641      The reservation is recorded in the transaction.
3642
3643   c. The dquot is unlocked.
3644
36453. Changes in actual quota usage are tracked in the transaction.
3646
36474. At transaction commit time, each dquot is examined again:
3648
3649   a. The dquot is locked again.
3650
3651   b. Quota usage changes are logged and unused reservation is given back to
3652      the dquot.
3653
3654   c. The dquot is unlocked.
3655
3656For online quotacheck, hooks are placed in steps 2 and 4.
3657The step 2 hook creates a shadow version of the transaction dquot context
3658(``dqtrx``) that operates in a similar manner to the regular code.
3659The step 4 hook commits the shadow ``dqtrx`` changes to the shadow dquots.
3660Notice that both hooks are called with the inode locked, which is how the
3661live update coordinates with the inode scanner.
3662
3663The quotacheck scan looks like this:
3664
36651. Set up a coordinated inode scan.
3666
36672. For each inode returned by the inode scan iterator:
3668
3669   a. Grab and lock the inode.
3670
3671   b. Determine that inode's resource usage (data blocks, inode counts,
3672      realtime blocks) and add that to the shadow dquots for the user, group,
3673      and project ids associated with the inode.
3674
3675   c. Unlock and release the inode.
3676
36773. For each dquot in the system:
3678
3679   a. Grab and lock the dquot.
3680
3681   b. Check the dquot against the shadow dquots created by the scan and updated
3682      by the live hooks.
3683
3684Live updates are key to being able to walk every quota record without
3685needing to hold any locks for a long duration.
3686If repairs are desired, the real and shadow dquots are locked and their
3687resource counts are set to the values in the shadow dquot.
3688
3689The proposed patchset is the
3690`online quotacheck
3691<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=repair-quotacheck>`_
3692series.
3693
3694.. _nlinks:
3695
3696Case Study: File Link Count Checking
3697^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
3698
3699File link count checking also uses live update hooks.
3700The coordinated inode scanner is used to visit all directories on the
3701filesystem, and per-file link count records are stored in a sparse ``xfarray``
3702indexed by inumber.
3703During the scanning phase, each entry in a directory generates observation
3704data as follows:
3705
37061. If the entry is a dotdot (``'..'``) entry of the root directory, the
3707   directory's parent link count is bumped because the root directory's dotdot
3708   entry is self referential.
3709
37102. If the entry is a dotdot entry of a subdirectory, the parent's backref
3711   count is bumped.
3712
37133. If the entry is neither a dot nor a dotdot entry, the target file's parent
3714   count is bumped.
3715
37164. If the target is a subdirectory, the parent's child link count is bumped.
3717
3718A crucial point to understand about how the link count inode scanner interacts
3719with the live update hooks is that the scan cursor tracks which *parent*
3720directories have been scanned.
3721In other words, the live updates ignore any update about ``A → B`` when A has
3722not been scanned, even if B has been scanned.
3723Furthermore, a subdirectory A with a dotdot entry pointing back to B is
3724accounted as a backref counter in the shadow data for A, since child dotdot
3725entries affect the parent's link count.
3726Live update hooks are carefully placed in all parts of the filesystem that
3727create, change, or remove directory entries, since those operations involve
3728bumplink and droplink.
3729
3730For any file, the correct link count is the number of parents plus the number
3731of child subdirectories.
3732Non-directories never have children of any kind.
3733The backref information is used to detect inconsistencies in the number of
3734links pointing to child subdirectories and the number of dotdot entries
3735pointing back.
3736
3737After the scan completes, the link count of each file can be checked by locking
3738both the inode and the shadow data, and comparing the link counts.
3739A second coordinated inode scan cursor is used for comparisons.
3740Live updates are key to being able to walk every inode without needing to hold
3741any locks between inodes.
3742If repairs are desired, the inode's link count is set to the value in the
3743shadow information.
3744If no parents are found, the file must be :ref:`reparented <orphanage>` to the
3745orphanage to prevent the file from being lost forever.
3746
3747The proposed patchset is the
3748`file link count repair
3749<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=scrub-nlinks>`_
3750series.
3751
3752.. _rmap_repair:
3753
3754Case Study: Rebuilding Reverse Mapping Records
3755^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
3756
3757Most repair functions follow the same pattern: lock filesystem resources,
3758walk the surviving ondisk metadata looking for replacement metadata records,
3759and use an :ref:`in-memory array <xfarray>` to store the gathered observations.
3760The primary advantage of this approach is the simplicity and modularity of the
3761repair code -- code and data are entirely contained within the scrub module,
3762do not require hooks in the main filesystem, and are usually the most efficient
3763in memory use.
3764A secondary advantage of this repair approach is atomicity -- once the kernel
3765decides a structure is corrupt, no other threads can access the metadata until
3766the kernel finishes repairing and revalidating the metadata.
3767
3768For repairs going on within a shard of the filesystem, these advantages
3769outweigh the delays inherent in locking the shard while repairing parts of the
3770shard.
3771Unfortunately, repairs to the reverse mapping btree cannot use the "standard"
3772btree repair strategy because it must scan every space mapping of every fork of
3773every file in the filesystem, and the filesystem cannot stop.
3774Therefore, rmap repair foregoes atomicity between scrub and repair.
3775It combines a :ref:`coordinated inode scanner <iscan>`, :ref:`live update hooks
3776<liveupdate>`, and an :ref:`in-memory rmap btree <xfbtree>` to complete the
3777scan for reverse mapping records.
3778
37791. Set up an xfbtree to stage rmap records.
3780
37812. While holding the locks on the AGI and AGF buffers acquired during the
3782   scrub, generate reverse mappings for all AG metadata: inodes, btrees, CoW
3783   staging extents, and the internal log.
3784
37853. Set up an inode scanner.
3786
37874. Hook into rmap updates for the AG being repaired so that the live scan data
3788   can receive updates to the rmap btree from the rest of the filesystem during
3789   the file scan.
3790
37915. For each space mapping found in either fork of each file scanned,
3792   decide if the mapping matches the AG of interest.
3793   If so:
3794
3795   a. Create a btree cursor for the in-memory btree.
3796
3797   b. Use the rmap code to add the record to the in-memory btree.
3798
3799   c. Use the :ref:`special commit function <xfbtree_commit>` to write the
3800      xfbtree changes to the xfile.
3801
38026. For each live update received via the hook, decide if the owner has already
3803   been scanned.
3804   If so, apply the live update into the scan data:
3805
3806   a. Create a btree cursor for the in-memory btree.
3807
3808   b. Replay the operation into the in-memory btree.
3809
3810   c. Use the :ref:`special commit function <xfbtree_commit>` to write the
3811      xfbtree changes to the xfile.
3812      This is performed with an empty transaction to avoid changing the
3813      caller's state.
3814
38157. When the inode scan finishes, create a new scrub transaction and relock the
3816   two AG headers.
3817
38188. Compute the new btree geometry using the number of rmap records in the
3819   shadow btree, like all other btree rebuilding functions.
3820
38219. Allocate the number of blocks computed in the previous step.
3822
382310. Perform the usual btree bulk loading and commit to install the new rmap
3824    btree.
3825
382611. Reap the old rmap btree blocks as discussed in the case study about how
3827    to :ref:`reap after rmap btree repair <rmap_reap>`.
3828
382912. Free the xfbtree now that it not needed.
3830
3831The proposed patchset is the
3832`rmap repair
3833<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=repair-rmap-btree>`_
3834series.
3835
3836Staging Repairs with Temporary Files on Disk
3837--------------------------------------------
3838
3839XFS stores a substantial amount of metadata in file forks: directories,
3840extended attributes, symbolic link targets, free space bitmaps and summary
3841information for the realtime volume, and quota records.
3842File forks map 64-bit logical file fork space extents to physical storage space
3843extents, similar to how a memory management unit maps 64-bit virtual addresses
3844to physical memory addresses.
3845Therefore, file-based tree structures (such as directories and extended
3846attributes) use blocks mapped in the file fork offset address space that point
3847to other blocks mapped within that same address space, and file-based linear
3848structures (such as bitmaps and quota records) compute array element offsets in
3849the file fork offset address space.
3850
3851Because file forks can consume as much space as the entire filesystem, repairs
3852cannot be staged in memory, even when a paging scheme is available.
3853Therefore, online repair of file-based metadata createas a temporary file in
3854the XFS filesystem, writes a new structure at the correct offsets into the
3855temporary file, and atomically exchanges all file fork mappings (and hence the
3856fork contents) to commit the repair.
3857Once the repair is complete, the old fork can be reaped as necessary; if the
3858system goes down during the reap, the iunlink code will delete the blocks
3859during log recovery.
3860
3861**Note**: All space usage and inode indices in the filesystem *must* be
3862consistent to use a temporary file safely!
3863This dependency is the reason why online repair can only use pageable kernel
3864memory to stage ondisk space usage information.
3865
3866Exchanging metadata file mappings with a temporary file requires the owner
3867field of the block headers to match the file being repaired and not the
3868temporary file.
3869The directory, extended attribute, and symbolic link functions were all
3870modified to allow callers to specify owner numbers explicitly.
3871
3872There is a downside to the reaping process -- if the system crashes during the
3873reap phase and the fork extents are crosslinked, the iunlink processing will
3874fail because freeing space will find the extra reverse mappings and abort.
3875
3876Temporary files created for repair are similar to ``O_TMPFILE`` files created
3877by userspace.
3878They are not linked into a directory and the entire file will be reaped when
3879the last reference to the file is lost.
3880The key differences are that these files must have no access permission outside
3881the kernel at all, they must be specially marked to prevent them from being
3882opened by handle, and they must never be linked into the directory tree.
3883
3884+--------------------------------------------------------------------------+
3885| **Historical Sidebar**:                                                  |
3886+--------------------------------------------------------------------------+
3887| In the initial iteration of file metadata repair, the damaged metadata   |
3888| blocks would be scanned for salvageable data; the extents in the file    |
3889| fork would be reaped; and then a new structure would be built in its     |
3890| place.                                                                   |
3891| This strategy did not survive the introduction of the atomic repair      |
3892| requirement expressed earlier in this document.                          |
3893|                                                                          |
3894| The second iteration explored building a second structure at a high      |
3895| offset in the fork from the salvage data, reaping the old extents, and   |
3896| using a ``COLLAPSE_RANGE`` operation to slide the new extents into       |
3897| place.                                                                   |
3898|                                                                          |
3899| This had many drawbacks:                                                 |
3900|                                                                          |
3901| - Array structures are linearly addressed, and the regular filesystem    |
3902|   codebase does not have the concept of a linear offset that could be    |
3903|   applied to the record offset computation to build an alternate copy.   |
3904|                                                                          |
3905| - Extended attributes are allowed to use the entire attr fork offset     |
3906|   address space.                                                         |
3907|                                                                          |
3908| - Even if repair could build an alternate copy of a data structure in a  |
3909|   different part of the fork address space, the atomic repair commit     |
3910|   requirement means that online repair would have to be able to perform  |
3911|   a log assisted ``COLLAPSE_RANGE`` operation to ensure that the old     |
3912|   structure was completely replaced.                                     |
3913|                                                                          |
3914| - A crash after construction of the secondary tree but before the range  |
3915|   collapse would leave unreachable blocks in the file fork.              |
3916|   This would likely confuse things further.                              |
3917|                                                                          |
3918| - Reaping blocks after a repair is not a simple operation, and           |
3919|   initiating a reap operation from a restarted range collapse operation  |
3920|   during log recovery is daunting.                                       |
3921|                                                                          |
3922| - Directory entry blocks and quota records record the file fork offset   |
3923|   in the header area of each block.                                      |
3924|   An atomic range collapse operation would have to rewrite this part of  |
3925|   each block header.                                                     |
3926|   Rewriting a single field in block headers is not a huge problem, but   |
3927|   it's something to be aware of.                                         |
3928|                                                                          |
3929| - Each block in a directory or extended attributes btree index contains  |
3930|   sibling and child block pointers.                                      |
3931|   Were the atomic commit to use a range collapse operation, each block   |
3932|   would have to be rewritten very carefully to preserve the graph        |
3933|   structure.                                                             |
3934|   Doing this as part of a range collapse means rewriting a large number  |
3935|   of blocks repeatedly, which is not conducive to quick repairs.         |
3936|                                                                          |
3937| This lead to the introduction of temporary file staging.                 |
3938+--------------------------------------------------------------------------+
3939
3940Using a Temporary File
3941``````````````````````
3942
3943Online repair code should use the ``xrep_tempfile_create`` function to create a
3944temporary file inside the filesystem.
3945This allocates an inode, marks the in-core inode private, and attaches it to
3946the scrub context.
3947These files are hidden from userspace, may not be added to the directory tree,
3948and must be kept private.
3949
3950Temporary files only use two inode locks: the IOLOCK and the ILOCK.
3951The MMAPLOCK is not needed here, because there must not be page faults from
3952userspace for data fork blocks.
3953The usage patterns of these two locks are the same as for any other XFS file --
3954access to file data are controlled via the IOLOCK, and access to file metadata
3955are controlled via the ILOCK.
3956Locking helpers are provided so that the temporary file and its lock state can
3957be cleaned up by the scrub context.
3958To comply with the nested locking strategy laid out in the :ref:`inode
3959locking<ilocking>` section, it is recommended that scrub functions use the
3960xrep_tempfile_ilock*_nowait lock helpers.
3961
3962Data can be written to a temporary file by two means:
3963
39641. ``xrep_tempfile_copyin`` can be used to set the contents of a regular
3965   temporary file from an xfile.
3966
39672. The regular directory, symbolic link, and extended attribute functions can
3968   be used to write to the temporary file.
3969
3970Once a good copy of a data file has been constructed in a temporary file, it
3971must be conveyed to the file being repaired, which is the topic of the next
3972section.
3973
3974The proposed patches are in the
3975`repair temporary files
3976<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=repair-tempfiles>`_
3977series.
3978
3979Logged File Content Exchanges
3980-----------------------------
3981
3982Once repair builds a temporary file with a new data structure written into
3983it, it must commit the new changes into the existing file.
3984It is not possible to swap the inumbers of two files, so instead the new
3985metadata must replace the old.
3986This suggests the need for the ability to swap extents, but the existing extent
3987swapping code used by the file defragmenting tool ``xfs_fsr`` is not sufficient
3988for online repair because:
3989
3990a. When the reverse-mapping btree is enabled, the swap code must keep the
3991   reverse mapping information up to date with every exchange of mappings.
3992   Therefore, it can only exchange one mapping per transaction, and each
3993   transaction is independent.
3994
3995b. Reverse-mapping is critical for the operation of online fsck, so the old
3996   defragmentation code (which swapped entire extent forks in a single
3997   operation) is not useful here.
3998
3999c. Defragmentation is assumed to occur between two files with identical
4000   contents.
4001   For this use case, an incomplete exchange will not result in a user-visible
4002   change in file contents, even if the operation is interrupted.
4003
4004d. Online repair needs to swap the contents of two files that are by definition
4005   *not* identical.
4006   For directory and xattr repairs, the user-visible contents might be the
4007   same, but the contents of individual blocks may be very different.
4008
4009e. Old blocks in the file may be cross-linked with another structure and must
4010   not reappear if the system goes down mid-repair.
4011
4012These problems are overcome by creating a new deferred operation and a new type
4013of log intent item to track the progress of an operation to exchange two file
4014ranges.
4015The new exchange operation type chains together the same transactions used by
4016the reverse-mapping extent swap code, but records intermedia progress in the
4017log so that operations can be restarted after a crash.
4018This new functionality is called the file contents exchange (xfs_exchrange)
4019code.
4020The underlying implementation exchanges file fork mappings (xfs_exchmaps).
4021The new log item records the progress of the exchange to ensure that once an
4022exchange begins, it will always run to completion, even there are
4023interruptions.
4024The new ``XFS_SB_FEAT_INCOMPAT_EXCHRANGE`` incompatible feature flag
4025in the superblock protects these new log item records from being replayed on
4026old kernels.
4027
4028The proposed patchset is the
4029`file contents exchange
4030<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=atomic-file-updates>`_
4031series.
4032
4033+--------------------------------------------------------------------------+
4034| **Sidebar: Using Log-Incompatible Feature Flags**                        |
4035+--------------------------------------------------------------------------+
4036| Starting with XFS v5, the superblock contains a                          |
4037| ``sb_features_log_incompat`` field to indicate that the log contains     |
4038| records that might not readable by all kernels that could mount this     |
4039| filesystem.                                                              |
4040| In short, log incompat features protect the log contents against kernels |
4041| that will not understand the contents.                                   |
4042| Unlike the other superblock feature bits, log incompat bits are          |
4043| ephemeral because an empty (clean) log does not need protection.         |
4044| The log cleans itself after its contents have been committed into the    |
4045| filesystem, either as part of an unmount or because the system is        |
4046| otherwise idle.                                                          |
4047| Because upper level code can be working on a transaction at the same     |
4048| time that the log cleans itself, it is necessary for upper level code to |
4049| communicate to the log when it is going to use a log incompatible        |
4050| feature.                                                                 |
4051|                                                                          |
4052| The log coordinates access to incompatible features through the use of   |
4053| one ``struct rw_semaphore`` for each feature.                            |
4054| The log cleaning code tries to take this rwsem in exclusive mode to      |
4055| clear the bit; if the lock attempt fails, the feature bit remains set.   |
4056| The code supporting a log incompat feature should create wrapper         |
4057| functions to obtain the log feature and call                             |
4058| ``xfs_add_incompat_log_feature`` to set the feature bits in the primary  |
4059| superblock.                                                              |
4060| The superblock update is performed transactionally, so the wrapper to    |
4061| obtain log assistance must be called just prior to the creation of the   |
4062| transaction that uses the functionality.                                 |
4063| For a file operation, this step must happen after taking the IOLOCK      |
4064| and the MMAPLOCK, but before allocating the transaction.                 |
4065| When the transaction is complete, the ``xlog_drop_incompat_feat``        |
4066| function is called to release the feature.                               |
4067| The feature bit will not be cleared from the superblock until the log    |
4068| becomes clean.                                                           |
4069|                                                                          |
4070| Log-assisted extended attribute updates and file content exchanges bothe |
4071| use log incompat features and provide convenience wrappers around the    |
4072| functionality.                                                           |
4073+--------------------------------------------------------------------------+
4074
4075Mechanics of a Logged File Content Exchange
4076```````````````````````````````````````````
4077
4078Exchanging contents between file forks is a complex task.
4079The goal is to exchange all file fork mappings between two file fork offset
4080ranges.
4081There are likely to be many extent mappings in each fork, and the edges of
4082the mappings aren't necessarily aligned.
4083Furthermore, there may be other updates that need to happen after the exchange,
4084such as exchanging file sizes, inode flags, or conversion of fork data to local
4085format.
4086This is roughly the format of the new deferred exchange-mapping work item:
4087
4088.. code-block:: c
4089
4090	struct xfs_exchmaps_intent {
4091	    /* Inodes participating in the operation. */
4092	    struct xfs_inode    *xmi_ip1;
4093	    struct xfs_inode    *xmi_ip2;
4094
4095	    /* File offset range information. */
4096	    xfs_fileoff_t       xmi_startoff1;
4097	    xfs_fileoff_t       xmi_startoff2;
4098	    xfs_filblks_t       xmi_blockcount;
4099
4100	    /* Set these file sizes after the operation, unless negative. */
4101	    xfs_fsize_t         xmi_isize1;
4102	    xfs_fsize_t         xmi_isize2;
4103
4104	    /* XFS_EXCHMAPS_* log operation flags */
4105	    uint64_t            xmi_flags;
4106	};
4107
4108The new log intent item contains enough information to track two logical fork
4109offset ranges: ``(inode1, startoff1, blockcount)`` and ``(inode2, startoff2,
4110blockcount)``.
4111Each step of an exchange operation exchanges the largest file range mapping
4112possible from one file to the other.
4113After each step in the exchange operation, the two startoff fields are
4114incremented and the blockcount field is decremented to reflect the progress
4115made.
4116The flags field captures behavioral parameters such as exchanging attr fork
4117mappings instead of the data fork and other work to be done after the exchange.
4118The two isize fields are used to exchange the file sizes at the end of the
4119operation if the file data fork is the target of the operation.
4120
4121When the exchange is initiated, the sequence of operations is as follows:
4122
41231. Create a deferred work item for the file mapping exchange.
4124   At the start, it should contain the entirety of the file block ranges to be
4125   exchanged.
4126
41272. Call ``xfs_defer_finish`` to process the exchange.
4128   This is encapsulated in ``xrep_tempexch_contents`` for scrub operations.
4129   This will log an extent swap intent item to the transaction for the deferred
4130   mapping exchange work item.
4131
41323. Until ``xmi_blockcount`` of the deferred mapping exchange work item is zero,
4133
4134   a. Read the block maps of both file ranges starting at ``xmi_startoff1`` and
4135      ``xmi_startoff2``, respectively, and compute the longest extent that can
4136      be exchanged in a single step.
4137      This is the minimum of the two ``br_blockcount`` s in the mappings.
4138      Keep advancing through the file forks until at least one of the mappings
4139      contains written blocks.
4140      Mutual holes, unwritten extents, and extent mappings to the same physical
4141      space are not exchanged.
4142
4143      For the next few steps, this document will refer to the mapping that came
4144      from file 1 as "map1", and the mapping that came from file 2 as "map2".
4145
4146   b. Create a deferred block mapping update to unmap map1 from file 1.
4147
4148   c. Create a deferred block mapping update to unmap map2 from file 2.
4149
4150   d. Create a deferred block mapping update to map map1 into file 2.
4151
4152   e. Create a deferred block mapping update to map map2 into file 1.
4153
4154   f. Log the block, quota, and extent count updates for both files.
4155
4156   g. Extend the ondisk size of either file if necessary.
4157
4158   h. Log a mapping exchange done log item for th mapping exchange intent log
4159      item that was read at the start of step 3.
4160
4161   i. Compute the amount of file range that has just been covered.
4162      This quantity is ``(map1.br_startoff + map1.br_blockcount -
4163      xmi_startoff1)``, because step 3a could have skipped holes.
4164
4165   j. Increase the starting offsets of ``xmi_startoff1`` and ``xmi_startoff2``
4166      by the number of blocks computed in the previous step, and decrease
4167      ``xmi_blockcount`` by the same quantity.
4168      This advances the cursor.
4169
4170   k. Log a new mapping exchange intent log item reflecting the advanced state
4171      of the work item.
4172
4173   l. Return the proper error code (EAGAIN) to the deferred operation manager
4174      to inform it that there is more work to be done.
4175      The operation manager completes the deferred work in steps 3b-3e before
4176      moving back to the start of step 3.
4177
41784. Perform any post-processing.
4179   This will be discussed in more detail in subsequent sections.
4180
4181If the filesystem goes down in the middle of an operation, log recovery will
4182find the most recent unfinished maping exchange log intent item and restart
4183from there.
4184This is how atomic file mapping exchanges guarantees that an outside observer
4185will either see the old broken structure or the new one, and never a mismash of
4186both.
4187
4188Preparation for File Content Exchanges
4189``````````````````````````````````````
4190
4191There are a few things that need to be taken care of before initiating an
4192atomic file mapping exchange operation.
4193First, regular files require the page cache to be flushed to disk before the
4194operation begins, and directio writes to be quiesced.
4195Like any filesystem operation, file mapping exchanges must determine the
4196maximum amount of disk space and quota that can be consumed on behalf of both
4197files in the operation, and reserve that quantity of resources to avoid an
4198unrecoverable out of space failure once it starts dirtying metadata.
4199The preparation step scans the ranges of both files to estimate:
4200
4201- Data device blocks needed to handle the repeated updates to the fork
4202  mappings.
4203- Change in data and realtime block counts for both files.
4204- Increase in quota usage for both files, if the two files do not share the
4205  same set of quota ids.
4206- The number of extent mappings that will be added to each file.
4207- Whether or not there are partially written realtime extents.
4208  User programs must never be able to access a realtime file extent that maps
4209  to different extents on the realtime volume, which could happen if the
4210  operation fails to run to completion.
4211
4212The need for precise estimation increases the run time of the exchange
4213operation, but it is very important to maintain correct accounting.
4214The filesystem must not run completely out of free space, nor can the mapping
4215exchange ever add more extent mappings to a fork than it can support.
4216Regular users are required to abide the quota limits, though metadata repairs
4217may exceed quota to resolve inconsistent metadata elsewhere.
4218
4219Special Features for Exchanging Metadata File Contents
4220``````````````````````````````````````````````````````
4221
4222Extended attributes, symbolic links, and directories can set the fork format to
4223"local" and treat the fork as a literal area for data storage.
4224Metadata repairs must take extra steps to support these cases:
4225
4226- If both forks are in local format and the fork areas are large enough, the
4227  exchange is performed by copying the incore fork contents, logging both
4228  forks, and committing.
4229  The atomic file mapping exchange mechanism is not necessary, since this can
4230  be done with a single transaction.
4231
4232- If both forks map blocks, then the regular atomic file mapping exchange is
4233  used.
4234
4235- Otherwise, only one fork is in local format.
4236  The contents of the local format fork are converted to a block to perform the
4237  exchange.
4238  The conversion to block format must be done in the same transaction that
4239  logs the initial mapping exchange intent log item.
4240  The regular atomic mapping exchange is used to exchange the metadata file
4241  mappings.
4242  Special flags are set on the exchange operation so that the transaction can
4243  be rolled one more time to convert the second file's fork back to local
4244  format so that the second file will be ready to go as soon as the ILOCK is
4245  dropped.
4246
4247Extended attributes and directories stamp the owning inode into every block,
4248but the buffer verifiers do not actually check the inode number!
4249Although there is no verification, it is still important to maintain
4250referential integrity, so prior to performing the mapping exchange, online
4251repair builds every block in the new data structure with the owner field of the
4252file being repaired.
4253
4254After a successful exchange operation, the repair operation must reap the old
4255fork blocks by processing each fork mapping through the standard :ref:`file
4256extent reaping <reaping>` mechanism that is done post-repair.
4257If the filesystem should go down during the reap part of the repair, the
4258iunlink processing at the end of recovery will free both the temporary file and
4259whatever blocks were not reaped.
4260However, this iunlink processing omits the cross-link detection of online
4261repair, and is not completely foolproof.
4262
4263Exchanging Temporary File Contents
4264``````````````````````````````````
4265
4266To repair a metadata file, online repair proceeds as follows:
4267
42681. Create a temporary repair file.
4269
42702. Use the staging data to write out new contents into the temporary repair
4271   file.
4272   The same fork must be written to as is being repaired.
4273
42743. Commit the scrub transaction, since the exchange resource estimation step
4275   must be completed before transaction reservations are made.
4276
42774. Call ``xrep_tempexch_trans_alloc`` to allocate a new scrub transaction with
4278   the appropriate resource reservations, locks, and fill out a ``struct
4279   xfs_exchmaps_req`` with the details of the exchange operation.
4280
42815. Call ``xrep_tempexch_contents`` to exchange the contents.
4282
42836. Commit the transaction to complete the repair.
4284
4285.. _rtsummary:
4286
4287Case Study: Repairing the Realtime Summary File
4288^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
4289
4290In the "realtime" section of an XFS filesystem, free space is tracked via a
4291bitmap, similar to Unix FFS.
4292Each bit in the bitmap represents one realtime extent, which is a multiple of
4293the filesystem block size between 4KiB and 1GiB in size.
4294The realtime summary file indexes the number of free extents of a given size to
4295the offset of the block within the realtime free space bitmap where those free
4296extents begin.
4297In other words, the summary file helps the allocator find free extents by
4298length, similar to what the free space by count (cntbt) btree does for the data
4299section.
4300
4301The summary file itself is a flat file (with no block headers or checksums!)
4302partitioned into ``log2(total rt extents)`` sections containing enough 32-bit
4303counters to match the number of blocks in the rt bitmap.
4304Each counter records the number of free extents that start in that bitmap block
4305and can satisfy a power-of-two allocation request.
4306
4307To check the summary file against the bitmap:
4308
43091. Take the ILOCK of both the realtime bitmap and summary files.
4310
43112. For each free space extent recorded in the bitmap:
4312
4313   a. Compute the position in the summary file that contains a counter that
4314      represents this free extent.
4315
4316   b. Read the counter from the xfile.
4317
4318   c. Increment it, and write it back to the xfile.
4319
43203. Compare the contents of the xfile against the ondisk file.
4321
4322To repair the summary file, write the xfile contents into the temporary file
4323and use atomic mapping exchange to commit the new contents.
4324The temporary file is then reaped.
4325
4326The proposed patchset is the
4327`realtime summary repair
4328<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=repair-rtsummary>`_
4329series.
4330
4331Case Study: Salvaging Extended Attributes
4332^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
4333
4334In XFS, extended attributes are implemented as a namespaced name-value store.
4335Values are limited in size to 64KiB, but there is no limit in the number of
4336names.
4337The attribute fork is unpartitioned, which means that the root of the attribute
4338structure is always in logical block zero, but attribute leaf blocks, dabtree
4339index blocks, and remote value blocks are intermixed.
4340Attribute leaf blocks contain variable-sized records that associate
4341user-provided names with the user-provided values.
4342Values larger than a block are allocated separate extents and written there.
4343If the leaf information expands beyond a single block, a directory/attribute
4344btree (``dabtree``) is created to map hashes of attribute names to entries
4345for fast lookup.
4346
4347Salvaging extended attributes is done as follows:
4348
43491. Walk the attr fork mappings of the file being repaired to find the attribute
4350   leaf blocks.
4351   When one is found,
4352
4353   a. Walk the attr leaf block to find candidate keys.
4354      When one is found,
4355
4356      1. Check the name for problems, and ignore the name if there are.
4357
4358      2. Retrieve the value.
4359         If that succeeds, add the name and value to the staging xfarray and
4360         xfblob.
4361
43622. If the memory usage of the xfarray and xfblob exceed a certain amount of
4363   memory or there are no more attr fork blocks to examine, unlock the file and
4364   add the staged extended attributes to the temporary file.
4365
43663. Use atomic file mapping exchange to exchange the new and old extended
4367   attribute structures.
4368   The old attribute blocks are now attached to the temporary file.
4369
43704. Reap the temporary file.
4371
4372The proposed patchset is the
4373`extended attribute repair
4374<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=repair-xattrs>`_
4375series.
4376
4377Fixing Directories
4378------------------
4379
4380Fixing directories is difficult with currently available filesystem features,
4381since directory entries are not redundant.
4382The offline repair tool scans all inodes to find files with nonzero link count,
4383and then it scans all directories to establish parentage of those linked files.
4384Damaged files and directories are zapped, and files with no parent are
4385moved to the ``/lost+found`` directory.
4386It does not try to salvage anything.
4387
4388The best that online repair can do at this time is to read directory data
4389blocks and salvage any dirents that look plausible, correct link counts, and
4390move orphans back into the directory tree.
4391The salvage process is discussed in the case study at the end of this section.
4392The :ref:`file link count fsck <nlinks>` code takes care of fixing link counts
4393and moving orphans to the ``/lost+found`` directory.
4394
4395Case Study: Salvaging Directories
4396`````````````````````````````````
4397
4398Unlike extended attributes, directory blocks are all the same size, so
4399salvaging directories is straightforward:
4400
44011. Find the parent of the directory.
4402   If the dotdot entry is not unreadable, try to confirm that the alleged
4403   parent has a child entry pointing back to the directory being repaired.
4404   Otherwise, walk the filesystem to find it.
4405
44062. Walk the first partition of data fork of the directory to find the directory
4407   entry data blocks.
4408   When one is found,
4409
4410   a. Walk the directory data block to find candidate entries.
4411      When an entry is found:
4412
4413      i. Check the name for problems, and ignore the name if there are.
4414
4415      ii. Retrieve the inumber and grab the inode.
4416          If that succeeds, add the name, inode number, and file type to the
4417          staging xfarray and xblob.
4418
44193. If the memory usage of the xfarray and xfblob exceed a certain amount of
4420   memory or there are no more directory data blocks to examine, unlock the
4421   directory and add the staged dirents into the temporary directory.
4422   Truncate the staging files.
4423
44244. Use atomic file mapping exchange to exchange the new and old directory
4425   structures.
4426   The old directory blocks are now attached to the temporary file.
4427
44285. Reap the temporary file.
4429
4430**Future Work Question**: Should repair revalidate the dentry cache when
4431rebuilding a directory?
4432
4433*Answer*: Yes, it should.
4434
4435In theory it is necessary to scan all dentry cache entries for a directory to
4436ensure that one of the following apply:
4437
44381. The cached dentry reflects an ondisk dirent in the new directory.
4439
44402. The cached dentry no longer has a corresponding ondisk dirent in the new
4441   directory and the dentry can be purged from the cache.
4442
44433. The cached dentry no longer has an ondisk dirent but the dentry cannot be
4444   purged.
4445   This is the problem case.
4446
4447Unfortunately, the current dentry cache design doesn't provide a means to walk
4448every child dentry of a specific directory, which makes this a hard problem.
4449There is no known solution.
4450
4451The proposed patchset is the
4452`directory repair
4453<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=repair-dirs>`_
4454series.
4455
4456Parent Pointers
4457```````````````
4458
4459A parent pointer is a piece of file metadata that enables a user to locate the
4460file's parent directory without having to traverse the directory tree from the
4461root.
4462Without them, reconstruction of directory trees is hindered in much the same
4463way that the historic lack of reverse space mapping information once hindered
4464reconstruction of filesystem space metadata.
4465The parent pointer feature, however, makes total directory reconstruction
4466possible.
4467
4468XFS parent pointers contain the information needed to identify the
4469corresponding directory entry in the parent directory.
4470In other words, child files use extended attributes to store pointers to
4471parents in the form ``(dirent_name) → (parent_inum, parent_gen)``.
4472The directory checking process can be strengthened to ensure that the target of
4473each dirent also contains a parent pointer pointing back to the dirent.
4474Likewise, each parent pointer can be checked by ensuring that the target of
4475each parent pointer is a directory and that it contains a dirent matching
4476the parent pointer.
4477Both online and offline repair can use this strategy.
4478
4479+--------------------------------------------------------------------------+
4480| **Historical Sidebar**:                                                  |
4481+--------------------------------------------------------------------------+
4482| Directory parent pointers were first proposed as an XFS feature more     |
4483| than a decade ago by SGI.                                                |
4484| Each link from a parent directory to a child file is mirrored with an    |
4485| extended attribute in the child that could be used to identify the       |
4486| parent directory.                                                        |
4487| Unfortunately, this early implementation had major shortcomings and was  |
4488| never merged into Linux XFS:                                             |
4489|                                                                          |
4490| 1. The XFS codebase of the late 2000s did not have the infrastructure to |
4491|    enforce strong referential integrity in the directory tree.           |
4492|    It did not guarantee that a change in a forward link would always be  |
4493|    followed up with the corresponding change to the reverse links.       |
4494|                                                                          |
4495| 2. Referential integrity was not integrated into offline repair.         |
4496|    Checking and repairs were performed on mounted filesystems without    |
4497|    taking any kernel or inode locks to coordinate access.                |
4498|    It is not clear how this actually worked properly.                    |
4499|                                                                          |
4500| 3. The extended attribute did not record the name of the directory entry |
4501|    in the parent, so the SGI parent pointer implementation cannot be     |
4502|    used to reconnect the directory tree.                                 |
4503|                                                                          |
4504| 4. Extended attribute forks only support 65,536 extents, which means     |
4505|    that parent pointer attribute creation is likely to fail at some      |
4506|    point before the maximum file link count is achieved.                 |
4507|                                                                          |
4508| The original parent pointer design was too unstable for something like   |
4509| a file system repair to depend on.                                       |
4510| Allison Henderson, Chandan Babu, and Catherine Hoang are working on a    |
4511| second implementation that solves all shortcomings of the first.         |
4512| During 2022, Allison introduced log intent items to track physical       |
4513| manipulations of the extended attribute structures.                      |
4514| This solves the referential integrity problem by making it possible to   |
4515| commit a dirent update and a parent pointer update in the same           |
4516| transaction.                                                             |
4517| Chandan increased the maximum extent counts of both data and attribute   |
4518| forks, thereby ensuring that the extended attribute structure can grow   |
4519| to handle the maximum hardlink count of any file.                        |
4520|                                                                          |
4521| For this second effort, the ondisk parent pointer format as originally   |
4522| proposed was ``(parent_inum, parent_gen, dirent_pos) → (dirent_name)``.  |
4523| The format was changed during development to eliminate the requirement   |
4524| of repair tools needing to to ensure that the ``dirent_pos`` field       |
4525| always matched when reconstructing a directory.                          |
4526|                                                                          |
4527| There were a few other ways to have solved that problem:                 |
4528|                                                                          |
4529| 1. The field could be designated advisory, since the other three values  |
4530|    are sufficient to find the entry in the parent.                       |
4531|    However, this makes indexed key lookup impossible while repairs are   |
4532|    ongoing.                                                              |
4533|                                                                          |
4534| 2. We could allow creating directory entries at specified offsets, which |
4535|    solves the referential integrity problem but runs the risk that       |
4536|    dirent creation will fail due to conflicts with the free space in the |
4537|    directory.                                                            |
4538|                                                                          |
4539|    These conflicts could be resolved by appending the directory entry    |
4540|    and amending the xattr code to support updating an xattr key and      |
4541|    reindexing the dabtree, though this would have to be performed with   |
4542|    the parent directory still locked.                                    |
4543|                                                                          |
4544| 3. Same as above, but remove the old parent pointer entry and add a new  |
4545|    one atomically.                                                       |
4546|                                                                          |
4547| 4. Change the ondisk xattr format to                                     |
4548|    ``(parent_inum, name) → (parent_gen)``, which would provide the attr  |
4549|    name uniqueness that we require, without forcing repair code to       |
4550|    update the dirent position.                                           |
4551|    Unfortunately, this requires changes to the xattr code to support     |
4552|    attr names as long as 263 bytes.                                      |
4553|                                                                          |
4554| 5. Change the ondisk xattr format to ``(parent_inum, hash(name)) →       |
4555|    (name, parent_gen)``.                                                 |
4556|    If the hash is sufficiently resistant to collisions (e.g. sha256)     |
4557|    then this should provide the attr name uniqueness that we require.    |
4558|    Names shorter than 247 bytes could be stored directly.                |
4559|                                                                          |
4560| 6. Change the ondisk xattr format to ``(dirent_name) → (parent_ino,      |
4561|    parent_gen)``.  This format doesn't require any of the complicated    |
4562|    nested name hashing of the previous suggestions.  However, it was     |
4563|    discovered that multiple hardlinks to the same inode with the same    |
4564|    filename caused performance problems with hashed xattr lookups, so    |
4565|    the parent inumber is now xor'd into the hash index.                  |
4566|                                                                          |
4567| In the end, it was decided that solution #6 was the most compact and the |
4568| most performant.  A new hash function was designed for parent pointers.  |
4569+--------------------------------------------------------------------------+
4570
4571
4572Case Study: Repairing Directories with Parent Pointers
4573^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
4574
4575Directory rebuilding uses a :ref:`coordinated inode scan <iscan>` and
4576a :ref:`directory entry live update hook <liveupdate>` as follows:
4577
45781. Set up a temporary directory for generating the new directory structure,
4579   an xfblob for storing entry names, and an xfarray for stashing the fixed
4580   size fields involved in a directory update: ``(child inumber, add vs.
4581   remove, name cookie, ftype)``.
4582
45832. Set up an inode scanner and hook into the directory entry code to receive
4584   updates on directory operations.
4585
45863. For each parent pointer found in each file scanned, decide if the parent
4587   pointer references the directory of interest.
4588   If so:
4589
4590   a. Stash the parent pointer name and an addname entry for this dirent in the
4591      xfblob and xfarray, respectively.
4592
4593   b. When finished scanning that file or the kernel memory consumption exceeds
4594      a threshold, flush the stashed updates to the temporary directory.
4595
45964. For each live directory update received via the hook, decide if the child
4597   has already been scanned.
4598   If so:
4599
4600   a. Stash the parent pointer name an addname or removename entry for this
4601      dirent update in the xfblob and xfarray for later.
4602      We cannot write directly to the temporary directory because hook
4603      functions are not allowed to modify filesystem metadata.
4604      Instead, we stash updates in the xfarray and rely on the scanner thread
4605      to apply the stashed updates to the temporary directory.
4606
46075. When the scan is complete, replay any stashed entries in the xfarray.
4608
46096. When the scan is complete, atomically exchange the contents of the temporary
4610   directory and the directory being repaired.
4611   The temporary directory now contains the damaged directory structure.
4612
46137. Reap the temporary directory.
4614
4615The proposed patchset is the
4616`parent pointers directory repair
4617<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=pptrs-fsck>`_
4618series.
4619
4620Case Study: Repairing Parent Pointers
4621^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
4622
4623Online reconstruction of a file's parent pointer information works similarly to
4624directory reconstruction:
4625
46261. Set up a temporary file for generating a new extended attribute structure,
4627   an xfblob for storing parent pointer names, and an xfarray for stashing the
4628   fixed size fields involved in a parent pointer update: ``(parent inumber,
4629   parent generation, add vs. remove, name cookie)``.
4630
46312. Set up an inode scanner and hook into the directory entry code to receive
4632   updates on directory operations.
4633
46343. For each directory entry found in each directory scanned, decide if the
4635   dirent references the file of interest.
4636   If so:
4637
4638   a. Stash the dirent name and an addpptr entry for this parent pointer in the
4639      xfblob and xfarray, respectively.
4640
4641   b. When finished scanning the directory or the kernel memory consumption
4642      exceeds a threshold, flush the stashed updates to the temporary file.
4643
46444. For each live directory update received via the hook, decide if the parent
4645   has already been scanned.
4646   If so:
4647
4648   a. Stash the dirent name and an addpptr or removepptr entry for this dirent
4649      update in the xfblob and xfarray for later.
4650      We cannot write parent pointers directly to the temporary file because
4651      hook functions are not allowed to modify filesystem metadata.
4652      Instead, we stash updates in the xfarray and rely on the scanner thread
4653      to apply the stashed parent pointer updates to the temporary file.
4654
46555. When the scan is complete, replay any stashed entries in the xfarray.
4656
46576. Copy all non-parent pointer extended attributes to the temporary file.
4658
46597. When the scan is complete, atomically exchange the mappings of the attribute
4660   forks of the temporary file and the file being repaired.
4661   The temporary file now contains the damaged extended attribute structure.
4662
46638. Reap the temporary file.
4664
4665The proposed patchset is the
4666`parent pointers repair
4667<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=pptrs-fsck>`_
4668series.
4669
4670Digression: Offline Checking of Parent Pointers
4671^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
4672
4673Examining parent pointers in offline repair works differently because corrupt
4674files are erased long before directory tree connectivity checks are performed.
4675Parent pointer checks are therefore a second pass to be added to the existing
4676connectivity checks:
4677
46781. After the set of surviving files has been established (phase 6),
4679   walk the surviving directories of each AG in the filesystem.
4680   This is already performed as part of the connectivity checks.
4681
46822. For each directory entry found,
4683
4684   a. If the name has already been stored in the xfblob, then use that cookie
4685      and skip the next step.
4686
4687   b. Otherwise, record the name in an xfblob, and remember the xfblob cookie.
4688      Unique mappings are critical for
4689
4690      1. Deduplicating names to reduce memory usage, and
4691
4692      2. Creating a stable sort key for the parent pointer indexes so that the
4693         parent pointer validation described below will work.
4694
4695   c. Store ``(child_ag_inum, parent_inum, parent_gen, name_hash, name_len,
4696      name_cookie)`` tuples in a per-AG in-memory slab.  The ``name_hash``
4697      referenced in this section is the regular directory entry name hash, not
4698      the specialized one used for parent pointer xattrs.
4699
47003. For each AG in the filesystem,
4701
4702   a. Sort the per-AG tuple set in order of ``child_ag_inum``, ``parent_inum``,
4703      ``name_hash``, and ``name_cookie``.
4704      Having a single ``name_cookie`` for each ``name`` is critical for
4705      handling the uncommon case of a directory containing multiple hardlinks
4706      to the same file where all the names hash to the same value.
4707
4708   b. For each inode in the AG,
4709
4710      1. Scan the inode for parent pointers.
4711         For each parent pointer found,
4712
4713         a. Validate the ondisk parent pointer.
4714            If validation fails, move on to the next parent pointer in the
4715            file.
4716
4717         b. If the name has already been stored in the xfblob, then use that
4718            cookie and skip the next step.
4719
4720         c. Record the name in a per-file xfblob, and remember the xfblob
4721            cookie.
4722
4723         d. Store ``(parent_inum, parent_gen, name_hash, name_len,
4724            name_cookie)`` tuples in a per-file slab.
4725
4726      2. Sort the per-file tuples in order of ``parent_inum``, ``name_hash``,
4727         and ``name_cookie``.
4728
4729      3. Position one slab cursor at the start of the inode's records in the
4730         per-AG tuple slab.
4731         This should be trivial since the per-AG tuples are in child inumber
4732         order.
4733
4734      4. Position a second slab cursor at the start of the per-file tuple slab.
4735
4736      5. Iterate the two cursors in lockstep, comparing the ``parent_ino``,
4737         ``name_hash``, and ``name_cookie`` fields of the records under each
4738         cursor:
4739
4740         a. If the per-AG cursor is at a lower point in the keyspace than the
4741            per-file cursor, then the per-AG cursor points to a missing parent
4742            pointer.
4743            Add the parent pointer to the inode and advance the per-AG
4744            cursor.
4745
4746         b. If the per-file cursor is at a lower point in the keyspace than
4747            the per-AG cursor, then the per-file cursor points to a dangling
4748            parent pointer.
4749            Remove the parent pointer from the inode and advance the per-file
4750            cursor.
4751
4752         c. Otherwise, both cursors point at the same parent pointer.
4753            Update the parent_gen component if necessary.
4754            Advance both cursors.
4755
47564. Move on to examining link counts, as we do today.
4757
4758The proposed patchset is the
4759`offline parent pointers repair
4760<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfsprogs-dev.git/log/?h=pptrs-fsck>`_
4761series.
4762
4763Rebuilding directories from parent pointers in offline repair would be very
4764challenging because xfs_repair currently uses two single-pass scans of the
4765filesystem during phases 3 and 4 to decide which files are corrupt enough to be
4766zapped.
4767This scan would have to be converted into a multi-pass scan:
4768
47691. The first pass of the scan zaps corrupt inodes, forks, and attributes
4770   much as it does now.
4771   Corrupt directories are noted but not zapped.
4772
47732. The next pass records parent pointers pointing to the directories noted
4774   as being corrupt in the first pass.
4775   This second pass may have to happen after the phase 4 scan for duplicate
4776   blocks, if phase 4 is also capable of zapping directories.
4777
47783. The third pass resets corrupt directories to an empty shortform directory.
4779   Free space metadata has not been ensured yet, so repair cannot yet use the
4780   directory building code in libxfs.
4781
47824. At the start of phase 6, space metadata have been rebuilt.
4783   Use the parent pointer information recorded during step 2 to reconstruct
4784   the dirents and add them to the now-empty directories.
4785
4786This code has not yet been constructed.
4787
4788.. _dirtree:
4789
4790Case Study: Directory Tree Structure
4791^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
4792
4793As mentioned earlier, the filesystem directory tree is supposed to be a
4794directed acylic graph structure.
4795However, each node in this graph is a separate ``xfs_inode`` object with its
4796own locks, which makes validating the tree qualities difficult.
4797Fortunately, non-directories are allowed to have multiple parents and cannot
4798have children, so only directories need to be scanned.
4799Directories typically constitute 5-10% of the files in a filesystem, which
4800reduces the amount of work dramatically.
4801
4802If the directory tree could be frozen, it would be easy to discover cycles and
4803disconnected regions by running a depth (or breadth) first search downwards
4804from the root directory and marking a bitmap for each directory found.
4805At any point in the walk, trying to set an already set bit means there is a
4806cycle.
4807After the scan completes, XORing the marked inode bitmap with the inode
4808allocation bitmap reveals disconnected inodes.
4809However, one of online repair's design goals is to avoid locking the entire
4810filesystem unless it's absolutely necessary.
4811Directory tree updates can move subtrees across the scanner wavefront on a live
4812filesystem, so the bitmap algorithm cannot be applied.
4813
4814Directory parent pointers enable an incremental approach to validation of the
4815tree structure.
4816Instead of using one thread to scan the entire filesystem, multiple threads can
4817walk from individual subdirectories upwards towards the root.
4818For this to work, all directory entries and parent pointers must be internally
4819consistent, each directory entry must have a parent pointer, and the link
4820counts of all directories must be correct.
4821Each scanner thread must be able to take the IOLOCK of an alleged parent
4822directory while holding the IOLOCK of the child directory to prevent either
4823directory from being moved within the tree.
4824This is not possible since the VFS does not take the IOLOCK of a child
4825subdirectory when moving that subdirectory, so instead the scanner stabilizes
4826the parent -> child relationship by taking the ILOCKs and installing a dirent
4827update hook to detect changes.
4828
4829The scanning process uses a dirent hook to detect changes to the directories
4830mentioned in the scan data.
4831The scan works as follows:
4832
48331. For each subdirectory in the filesystem,
4834
4835   a. For each parent pointer of that subdirectory,
4836
4837      1. Create a path object for that parent pointer, and mark the
4838         subdirectory inode number in the path object's bitmap.
4839
4840      2. Record the parent pointer name and inode number in a path structure.
4841
4842      3. If the alleged parent is the subdirectory being scrubbed, the path is
4843         a cycle.
4844         Mark the path for deletion and repeat step 1a with the next
4845         subdirectory parent pointer.
4846
4847      4. Try to mark the alleged parent inode number in a bitmap in the path
4848         object.
4849         If the bit is already set, then there is a cycle in the directory
4850         tree.
4851         Mark the path as a cycle and repeat step 1a with the next subdirectory
4852         parent pointer.
4853
4854      5. Load the alleged parent.
4855         If the alleged parent is not a linked directory, abort the scan
4856         because the parent pointer information is inconsistent.
4857
4858      6. For each parent pointer of this alleged ancestor directory,
4859
4860         a. Record the parent pointer name and inode number in the path object
4861            if no parent has been set for that level.
4862
4863         b. If an ancestor has more than one parent, mark the path as corrupt.
4864            Repeat step 1a with the next subdirectory parent pointer.
4865
4866         c. Repeat steps 1a3-1a6 for the ancestor identified in step 1a6a.
4867            This repeats until the directory tree root is reached or no parents
4868            are found.
4869
4870      7. If the walk terminates at the root directory, mark the path as ok.
4871
4872      8. If the walk terminates without reaching the root, mark the path as
4873         disconnected.
4874
48752. If the directory entry update hook triggers, check all paths already found
4876   by the scan.
4877   If the entry matches part of a path, mark that path and the scan stale.
4878   When the scanner thread sees that the scan has been marked stale, it deletes
4879   all scan data and starts over.
4880
4881Repairing the directory tree works as follows:
4882
48831. Walk each path of the target subdirectory.
4884
4885   a. Corrupt paths and cycle paths are counted as suspect.
4886
4887   b. Paths already marked for deletion are counted as bad.
4888
4889   c. Paths that reached the root are counted as good.
4890
48912. If the subdirectory is either the root directory or has zero link count,
4892   delete all incoming directory entries in the immediate parents.
4893   Repairs are complete.
4894
48953. If the subdirectory has exactly one path, set the dotdot entry to the
4896   parent and exit.
4897
48984. If the subdirectory has at least one good path, delete all the other
4899   incoming directory entries in the immediate parents.
4900
49015. If the subdirectory has no good paths and more than one suspect path, delete
4902   all the other incoming directory entries in the immediate parents.
4903
49046. If the subdirectory has zero paths, attach it to the lost and found.
4905
4906The proposed patches are in the
4907`directory tree repair
4908<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=scrub-directory-tree>`_
4909series.
4910
4911
4912.. _orphanage:
4913
4914The Orphanage
4915-------------
4916
4917Filesystems present files as a directed, and hopefully acyclic, graph.
4918In other words, a tree.
4919The root of the filesystem is a directory, and each entry in a directory points
4920downwards either to more subdirectories or to non-directory files.
4921Unfortunately, a disruption in the directory graph pointers result in a
4922disconnected graph, which makes files impossible to access via regular path
4923resolution.
4924
4925Without parent pointers, the directory parent pointer online scrub code can
4926detect a dotdot entry pointing to a parent directory that doesn't have a link
4927back to the child directory and the file link count checker can detect a file
4928that isn't pointed to by any directory in the filesystem.
4929If such a file has a positive link count, the file is an orphan.
4930
4931With parent pointers, directories can be rebuilt by scanning parent pointers
4932and parent pointers can be rebuilt by scanning directories.
4933This should reduce the incidence of files ending up in ``/lost+found``.
4934
4935When orphans are found, they should be reconnected to the directory tree.
4936Offline fsck solves the problem by creating a directory ``/lost+found`` to
4937serve as an orphanage, and linking orphan files into the orphanage by using the
4938inumber as the name.
4939Reparenting a file to the orphanage does not reset any of its permissions or
4940ACLs.
4941
4942This process is more involved in the kernel than it is in userspace.
4943The directory and file link count repair setup functions must use the regular
4944VFS mechanisms to create the orphanage directory with all the necessary
4945security attributes and dentry cache entries, just like a regular directory
4946tree modification.
4947
4948Orphaned files are adopted by the orphanage as follows:
4949
49501. Call ``xrep_orphanage_try_create`` at the start of the scrub setup function
4951   to try to ensure that the lost and found directory actually exists.
4952   This also attaches the orphanage directory to the scrub context.
4953
49542. If the decision is made to reconnect a file, take the IOLOCK of both the
4955   orphanage and the file being reattached.
4956   The ``xrep_orphanage_iolock_two`` function follows the inode locking
4957   strategy discussed earlier.
4958
49593. Use ``xrep_adoption_trans_alloc`` to reserve resources to the repair
4960   transaction.
4961
49624. Call ``xrep_orphanage_compute_name`` to compute the new name in the
4963   orphanage.
4964
49655. If the adoption is going to happen, call ``xrep_adoption_reparent`` to
4966   reparent the orphaned file into the lost and found and invalidate the dentry
4967   cache.
4968
49696. Call ``xrep_adoption_finish`` to commit any filesystem updates, release the
4970   orphanage ILOCK, and clean the scrub transaction.  Call
4971   ``xrep_adoption_commit`` to commit the updates and the scrub transaction.
4972
49737. If a runtime error happens, call ``xrep_adoption_cancel`` to release all
4974   resources.
4975
4976The proposed patches are in the
4977`orphanage adoption
4978<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=repair-orphanage>`_
4979series.
4980
49816. Userspace Algorithms and Data Structures
4982===========================================
4983
4984This section discusses the key algorithms and data structures of the userspace
4985program, ``xfs_scrub``, that provide the ability to drive metadata checks and
4986repairs in the kernel, verify file data, and look for other potential problems.
4987
4988.. _scrubcheck:
4989
4990Checking Metadata
4991-----------------
4992
4993Recall the :ref:`phases of fsck work<scrubphases>` outlined earlier.
4994That structure follows naturally from the data dependencies designed into the
4995filesystem from its beginnings in 1993.
4996In XFS, there are several groups of metadata dependencies:
4997
4998a. Filesystem summary counts depend on consistency within the inode indices,
4999   the allocation group space btrees, and the realtime volume space
5000   information.
5001
5002b. Quota resource counts depend on consistency within the quota file data
5003   forks, inode indices, inode records, and the forks of every file on the
5004   system.
5005
5006c. The naming hierarchy depends on consistency within the directory and
5007   extended attribute structures.
5008   This includes file link counts.
5009
5010d. Directories, extended attributes, and file data depend on consistency within
5011   the file forks that map directory and extended attribute data to physical
5012   storage media.
5013
5014e. The file forks depends on consistency within inode records and the space
5015   metadata indices of the allocation groups and the realtime volume.
5016   This includes quota and realtime metadata files.
5017
5018f. Inode records depends on consistency within the inode metadata indices.
5019
5020g. Realtime space metadata depend on the inode records and data forks of the
5021   realtime metadata inodes.
5022
5023h. The allocation group metadata indices (free space, inodes, reference count,
5024   and reverse mapping btrees) depend on consistency within the AG headers and
5025   between all the AG metadata btrees.
5026
5027i. ``xfs_scrub`` depends on the filesystem being mounted and kernel support
5028   for online fsck functionality.
5029
5030Therefore, a metadata dependency graph is a convenient way to schedule checking
5031operations in the ``xfs_scrub`` program:
5032
5033- Phase 1 checks that the provided path maps to an XFS filesystem and detect
5034  the kernel's scrubbing abilities, which validates group (i).
5035
5036- Phase 2 scrubs groups (g) and (h) in parallel using a threaded workqueue.
5037
5038- Phase 3 scans inodes in parallel.
5039  For each inode, groups (f), (e), and (d) are checked, in that order.
5040
5041- Phase 4 repairs everything in groups (i) through (d) so that phases 5 and 6
5042  may run reliably.
5043
5044- Phase 5 starts by checking groups (b) and (c) in parallel before moving on
5045  to checking names.
5046
5047- Phase 6 depends on groups (i) through (b) to find file data blocks to verify,
5048  to read them, and to report which blocks of which files are affected.
5049
5050- Phase 7 checks group (a), having validated everything else.
5051
5052Notice that the data dependencies between groups are enforced by the structure
5053of the program flow.
5054
5055Parallel Inode Scans
5056--------------------
5057
5058An XFS filesystem can easily contain hundreds of millions of inodes.
5059Given that XFS targets installations with large high-performance storage,
5060it is desirable to scrub inodes in parallel to minimize runtime, particularly
5061if the program has been invoked manually from a command line.
5062This requires careful scheduling to keep the threads as evenly loaded as
5063possible.
5064
5065Early iterations of the ``xfs_scrub`` inode scanner naïvely created a single
5066workqueue and scheduled a single workqueue item per AG.
5067Each workqueue item walked the inode btree (with ``XFS_IOC_INUMBERS``) to find
5068inode chunks and then called bulkstat (``XFS_IOC_BULKSTAT``) to gather enough
5069information to construct file handles.
5070The file handle was then passed to a function to generate scrub items for each
5071metadata object of each inode.
5072This simple algorithm leads to thread balancing problems in phase 3 if the
5073filesystem contains one AG with a few large sparse files and the rest of the
5074AGs contain many smaller files.
5075The inode scan dispatch function was not sufficiently granular; it should have
5076been dispatching at the level of individual inodes, or, to constrain memory
5077consumption, inode btree records.
5078
5079Thanks to Dave Chinner, bounded workqueues in userspace enable ``xfs_scrub`` to
5080avoid this problem with ease by adding a second workqueue.
5081Just like before, the first workqueue is seeded with one workqueue item per AG,
5082and it uses INUMBERS to find inode btree chunks.
5083The second workqueue, however, is configured with an upper bound on the number
5084of items that can be waiting to be run.
5085Each inode btree chunk found by the first workqueue's workers are queued to the
5086second workqueue, and it is this second workqueue that queries BULKSTAT,
5087creates a file handle, and passes it to a function to generate scrub items for
5088each metadata object of each inode.
5089If the second workqueue is too full, the workqueue add function blocks the
5090first workqueue's workers until the backlog eases.
5091This doesn't completely solve the balancing problem, but reduces it enough to
5092move on to more pressing issues.
5093
5094The proposed patchsets are the scrub
5095`performance tweaks
5096<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfsprogs-dev.git/log/?h=scrub-performance-tweaks>`_
5097and the
5098`inode scan rebalance
5099<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfsprogs-dev.git/log/?h=scrub-iscan-rebalance>`_
5100series.
5101
5102.. _scrubrepair:
5103
5104Scheduling Repairs
5105------------------
5106
5107During phase 2, corruptions and inconsistencies reported in any AGI header or
5108inode btree are repaired immediately, because phase 3 relies on proper
5109functioning of the inode indices to find inodes to scan.
5110Failed repairs are rescheduled to phase 4.
5111Problems reported in any other space metadata are deferred to phase 4.
5112Optimization opportunities are always deferred to phase 4, no matter their
5113origin.
5114
5115During phase 3, corruptions and inconsistencies reported in any part of a
5116file's metadata are repaired immediately if all space metadata were validated
5117during phase 2.
5118Repairs that fail or cannot be repaired immediately are scheduled for phase 4.
5119
5120In the original design of ``xfs_scrub``, it was thought that repairs would be
5121so infrequent that the ``struct xfs_scrub_metadata`` objects used to
5122communicate with the kernel could also be used as the primary object to
5123schedule repairs.
5124With recent increases in the number of optimizations possible for a given
5125filesystem object, it became much more memory-efficient to track all eligible
5126repairs for a given filesystem object with a single repair item.
5127Each repair item represents a single lockable object -- AGs, metadata files,
5128individual inodes, or a class of summary information.
5129
5130Phase 4 is responsible for scheduling a lot of repair work in as quick a
5131manner as is practical.
5132The :ref:`data dependencies <scrubcheck>` outlined earlier still apply, which
5133means that ``xfs_scrub`` must try to complete the repair work scheduled by
5134phase 2 before trying repair work scheduled by phase 3.
5135The repair process is as follows:
5136
51371. Start a round of repair with a workqueue and enough workers to keep the CPUs
5138   as busy as the user desires.
5139
5140   a. For each repair item queued by phase 2,
5141
5142      i.   Ask the kernel to repair everything listed in the repair item for a
5143           given filesystem object.
5144
5145      ii.  Make a note if the kernel made any progress in reducing the number
5146           of repairs needed for this object.
5147
5148      iii. If the object no longer requires repairs, revalidate all metadata
5149           associated with this object.
5150           If the revalidation succeeds, drop the repair item.
5151           If not, requeue the item for more repairs.
5152
5153   b. If any repairs were made, jump back to 1a to retry all the phase 2 items.
5154
5155   c. For each repair item queued by phase 3,
5156
5157      i.   Ask the kernel to repair everything listed in the repair item for a
5158           given filesystem object.
5159
5160      ii.  Make a note if the kernel made any progress in reducing the number
5161           of repairs needed for this object.
5162
5163      iii. If the object no longer requires repairs, revalidate all metadata
5164           associated with this object.
5165           If the revalidation succeeds, drop the repair item.
5166           If not, requeue the item for more repairs.
5167
5168   d. If any repairs were made, jump back to 1c to retry all the phase 3 items.
5169
51702. If step 1 made any repair progress of any kind, jump back to step 1 to start
5171   another round of repair.
5172
51733. If there are items left to repair, run them all serially one more time.
5174   Complain if the repairs were not successful, since this is the last chance
5175   to repair anything.
5176
5177Corruptions and inconsistencies encountered during phases 5 and 7 are repaired
5178immediately.
5179Corrupt file data blocks reported by phase 6 cannot be recovered by the
5180filesystem.
5181
5182The proposed patchsets are the
5183`repair warning improvements
5184<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfsprogs-dev.git/log/?h=scrub-better-repair-warnings>`_,
5185refactoring of the
5186`repair data dependency
5187<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfsprogs-dev.git/log/?h=scrub-repair-data-deps>`_
5188and
5189`object tracking
5190<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfsprogs-dev.git/log/?h=scrub-object-tracking>`_,
5191and the
5192`repair scheduling
5193<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfsprogs-dev.git/log/?h=scrub-repair-scheduling>`_
5194improvement series.
5195
5196Checking Names for Confusable Unicode Sequences
5197-----------------------------------------------
5198
5199If ``xfs_scrub`` succeeds in validating the filesystem metadata by the end of
5200phase 4, it moves on to phase 5, which checks for suspicious looking names in
5201the filesystem.
5202These names consist of the filesystem label, names in directory entries, and
5203the names of extended attributes.
5204Like most Unix filesystems, XFS imposes the sparest of constraints on the
5205contents of a name:
5206
5207- Slashes and null bytes are not allowed in directory entries.
5208
5209- Null bytes are not allowed in userspace-visible extended attributes.
5210
5211- Null bytes are not allowed in the filesystem label.
5212
5213Directory entries and attribute keys store the length of the name explicitly
5214ondisk, which means that nulls are not name terminators.
5215For this section, the term "naming domain" refers to any place where names are
5216presented together -- all the names in a directory, or all the attributes of a
5217file.
5218
5219Although the Unix naming constraints are very permissive, the reality of most
5220modern-day Linux systems is that programs work with Unicode character code
5221points to support international languages.
5222These programs typically encode those code points in UTF-8 when interfacing
5223with the C library because the kernel expects null-terminated names.
5224In the common case, therefore, names found in an XFS filesystem are actually
5225UTF-8 encoded Unicode data.
5226
5227To maximize its expressiveness, the Unicode standard defines separate control
5228points for various characters that render similarly or identically in writing
5229systems around the world.
5230For example, the character "Cyrillic Small Letter A" U+0430 "а" often renders
5231identically to "Latin Small Letter A" U+0061 "a".
5232
5233The standard also permits characters to be constructed in multiple ways --
5234either by using a defined code point, or by combining one code point with
5235various combining marks.
5236For example, the character "Angstrom Sign U+212B "Å" can also be expressed
5237as "Latin Capital Letter A" U+0041 "A" followed by "Combining Ring Above"
5238U+030A "◌̊".
5239Both sequences render identically.
5240
5241Like the standards that preceded it, Unicode also defines various control
5242characters to alter the presentation of text.
5243For example, the character "Right-to-Left Override" U+202E can trick some
5244programs into rendering "moo\\xe2\\x80\\xaegnp.txt" as "mootxt.png".
5245A second category of rendering problems involves whitespace characters.
5246If the character "Zero Width Space" U+200B is encountered in a file name, the
5247name will render identically to a name that does not have the zero width
5248space.
5249
5250If two names within a naming domain have different byte sequences but render
5251identically, a user may be confused by it.
5252The kernel, in its indifference to upper level encoding schemes, permits this.
5253Most filesystem drivers persist the byte sequence names that are given to them
5254by the VFS.
5255
5256Techniques for detecting confusable names are explained in great detail in
5257sections 4 and 5 of the
5258`Unicode Security Mechanisms <https://unicode.org/reports/tr39/>`_
5259document.
5260When ``xfs_scrub`` detects UTF-8 encoding in use on a system, it uses the
5261Unicode normalization form NFD in conjunction with the confusable name
5262detection component of
5263`libicu <https://github.com/unicode-org/icu>`_
5264to identify names with a directory or within a file's extended attributes that
5265could be confused for each other.
5266Names are also checked for control characters, non-rendering characters, and
5267mixing of bidirectional characters.
5268All of these potential issues are reported to the system administrator during
5269phase 5.
5270
5271Media Verification of File Data Extents
5272---------------------------------------
5273
5274The system administrator can elect to initiate a media scan of all file data
5275blocks.
5276This scan after validation of all filesystem metadata (except for the summary
5277counters) as phase 6.
5278The scan starts by calling ``FS_IOC_GETFSMAP`` to scan the filesystem space map
5279to find areas that are allocated to file data fork extents.
5280Gaps between data fork extents that are smaller than 64k are treated as if
5281they were data fork extents to reduce the command setup overhead.
5282When the space map scan accumulates a region larger than 32MB, a media
5283verification request is sent to the disk as a directio read of the raw block
5284device.
5285
5286If the verification read fails, ``xfs_scrub`` retries with single-block reads
5287to narrow down the failure to the specific region of the media and recorded.
5288When it has finished issuing verification requests, it again uses the space
5289mapping ioctl to map the recorded media errors back to metadata structures
5290and report what has been lost.
5291For media errors in blocks owned by files, parent pointers can be used to
5292construct file paths from inode numbers for user-friendly reporting.
5293
52947. Conclusion and Future Work
5295=============================
5296
5297It is hoped that the reader of this document has followed the designs laid out
5298in this document and now has some familiarity with how XFS performs online
5299rebuilding of its metadata indices, and how filesystem users can interact with
5300that functionality.
5301Although the scope of this work is daunting, it is hoped that this guide will
5302make it easier for code readers to understand what has been built, for whom it
5303has been built, and why.
5304Please feel free to contact the XFS mailing list with questions.
5305
5306XFS_IOC_EXCHANGE_RANGE
5307----------------------
5308
5309As discussed earlier, a second frontend to the atomic file mapping exchange
5310mechanism is a new ioctl call that userspace programs can use to commit updates
5311to files atomically.
5312This frontend has been out for review for several years now, though the
5313necessary refinements to online repair and lack of customer demand mean that
5314the proposal has not been pushed very hard.
5315
5316File Content Exchanges with Regular User Files
5317``````````````````````````````````````````````
5318
5319As mentioned earlier, XFS has long had the ability to swap extents between
5320files, which is used almost exclusively by ``xfs_fsr`` to defragment files.
5321The earliest form of this was the fork swap mechanism, where the entire
5322contents of data forks could be exchanged between two files by exchanging the
5323raw bytes in each inode fork's immediate area.
5324When XFS v5 came along with self-describing metadata, this old mechanism grew
5325some log support to continue rewriting the owner fields of BMBT blocks during
5326log recovery.
5327When the reverse mapping btree was later added to XFS, the only way to maintain
5328the consistency of the fork mappings with the reverse mapping index was to
5329develop an iterative mechanism that used deferred bmap and rmap operations to
5330swap mappings one at a time.
5331This mechanism is identical to steps 2-3 from the procedure above except for
5332the new tracking items, because the atomic file mapping exchange mechanism is
5333an iteration of an existing mechanism and not something totally novel.
5334For the narrow case of file defragmentation, the file contents must be
5335identical, so the recovery guarantees are not much of a gain.
5336
5337Atomic file content exchanges are much more flexible than the existing swapext
5338implementations because it can guarantee that the caller never sees a mix of
5339old and new contents even after a crash, and it can operate on two arbitrary
5340file fork ranges.
5341The extra flexibility enables several new use cases:
5342
5343- **Atomic commit of file writes**: A userspace process opens a file that it
5344  wants to update.
5345  Next, it opens a temporary file and calls the file clone operation to reflink
5346  the first file's contents into the temporary file.
5347  Writes to the original file should instead be written to the temporary file.
5348  Finally, the process calls the atomic file mapping exchange system call
5349  (``XFS_IOC_EXCHANGE_RANGE``) to exchange the file contents, thereby
5350  committing all of the updates to the original file, or none of them.
5351
5352.. _exchrange_if_unchanged:
5353
5354- **Transactional file updates**: The same mechanism as above, but the caller
5355  only wants the commit to occur if the original file's contents have not
5356  changed.
5357  To make this happen, the calling process snapshots the file modification and
5358  change timestamps of the original file before reflinking its data to the
5359  temporary file.
5360  When the program is ready to commit the changes, it passes the timestamps
5361  into the kernel as arguments to the atomic file mapping exchange system call.
5362  The kernel only commits the changes if the provided timestamps match the
5363  original file.
5364  A new ioctl (``XFS_IOC_COMMIT_RANGE``) is provided to perform this.
5365
5366- **Emulation of atomic block device writes**: Export a block device with a
5367  logical sector size matching the filesystem block size to force all writes
5368  to be aligned to the filesystem block size.
5369  Stage all writes to a temporary file, and when that is complete, call the
5370  atomic file mapping exchange system call with a flag to indicate that holes
5371  in the temporary file should be ignored.
5372  This emulates an atomic device write in software, and can support arbitrary
5373  scattered writes.
5374
5375Vectorized Scrub
5376----------------
5377
5378As it turns out, the :ref:`refactoring <scrubrepair>` of repair items mentioned
5379earlier was a catalyst for enabling a vectorized scrub system call.
5380Since 2018, the cost of making a kernel call has increased considerably on some
5381systems to mitigate the effects of speculative execution attacks.
5382This incentivizes program authors to make as few system calls as possible to
5383reduce the number of times an execution path crosses a security boundary.
5384
5385With vectorized scrub, userspace pushes to the kernel the identity of a
5386filesystem object, a list of scrub types to run against that object, and a
5387simple representation of the data dependencies between the selected scrub
5388types.
5389The kernel executes as much of the caller's plan as it can until it hits a
5390dependency that cannot be satisfied due to a corruption, and tells userspace
5391how much was accomplished.
5392It is hoped that ``io_uring`` will pick up enough of this functionality that
5393online fsck can use that instead of adding a separate vectored scrub system
5394call to XFS.
5395
5396The relevant patchsets are the
5397`kernel vectorized scrub
5398<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=vectorized-scrub>`_
5399and
5400`userspace vectorized scrub
5401<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfsprogs-dev.git/log/?h=vectorized-scrub>`_
5402series.
5403
5404Quality of Service Targets for Scrub
5405------------------------------------
5406
5407One serious shortcoming of the online fsck code is that the amount of time that
5408it can spend in the kernel holding resource locks is basically unbounded.
5409Userspace is allowed to send a fatal signal to the process which will cause
5410``xfs_scrub`` to exit when it reaches a good stopping point, but there's no way
5411for userspace to provide a time budget to the kernel.
5412Given that the scrub codebase has helpers to detect fatal signals, it shouldn't
5413be too much work to allow userspace to specify a timeout for a scrub/repair
5414operation and abort the operation if it exceeds budget.
5415However, most repair functions have the property that once they begin to touch
5416ondisk metadata, the operation cannot be cancelled cleanly, after which a QoS
5417timeout is no longer useful.
5418
5419Defragmenting Free Space
5420------------------------
5421
5422Over the years, many XFS users have requested the creation of a program to
5423clear a portion of the physical storage underlying a filesystem so that it
5424becomes a contiguous chunk of free space.
5425Call this free space defragmenter ``clearspace`` for short.
5426
5427The first piece the ``clearspace`` program needs is the ability to read the
5428reverse mapping index from userspace.
5429This already exists in the form of the ``FS_IOC_GETFSMAP`` ioctl.
5430The second piece it needs is a new fallocate mode
5431(``FALLOC_FL_MAP_FREE_SPACE``) that allocates the free space in a region and
5432maps it to a file.
5433Call this file the "space collector" file.
5434The third piece is the ability to force an online repair.
5435
5436To clear all the metadata out of a portion of physical storage, clearspace
5437uses the new fallocate map-freespace call to map any free space in that region
5438to the space collector file.
5439Next, clearspace finds all metadata blocks in that region by way of
5440``GETFSMAP`` and issues forced repair requests on the data structure.
5441This often results in the metadata being rebuilt somewhere that is not being
5442cleared.
5443After each relocation, clearspace calls the "map free space" function again to
5444collect any newly freed space in the region being cleared.
5445
5446To clear all the file data out of a portion of the physical storage, clearspace
5447uses the FSMAP information to find relevant file data blocks.
5448Having identified a good target, it uses the ``FICLONERANGE`` call on that part
5449of the file to try to share the physical space with a dummy file.
5450Cloning the extent means that the original owners cannot overwrite the
5451contents; any changes will be written somewhere else via copy-on-write.
5452Clearspace makes its own copy of the frozen extent in an area that is not being
5453cleared, and uses ``FIEDEUPRANGE`` (or the :ref:`atomic file content exchanges
5454<exchrange_if_unchanged>` feature) to change the target file's data extent
5455mapping away from the area being cleared.
5456When all other mappings have been moved, clearspace reflinks the space into the
5457space collector file so that it becomes unavailable.
5458
5459There are further optimizations that could apply to the above algorithm.
5460To clear a piece of physical storage that has a high sharing factor, it is
5461strongly desirable to retain this sharing factor.
5462In fact, these extents should be moved first to maximize sharing factor after
5463the operation completes.
5464To make this work smoothly, clearspace needs a new ioctl
5465(``FS_IOC_GETREFCOUNTS``) to report reference count information to userspace.
5466With the refcount information exposed, clearspace can quickly find the longest,
5467most shared data extents in the filesystem, and target them first.
5468
5469**Future Work Question**: How might the filesystem move inode chunks?
5470
5471*Answer*: To move inode chunks, Dave Chinner constructed a prototype program
5472that creates a new file with the old contents and then locklessly runs around
5473the filesystem updating directory entries.
5474The operation cannot complete if the filesystem goes down.
5475That problem isn't totally insurmountable: create an inode remapping table
5476hidden behind a jump label, and a log item that tracks the kernel walking the
5477filesystem to update directory entries.
5478The trouble is, the kernel can't do anything about open files, since it cannot
5479revoke them.
5480
5481**Future Work Question**: Can static keys be used to minimize the cost of
5482supporting ``revoke()`` on XFS files?
5483
5484*Answer*: Yes.
5485Until the first revocation, the bailout code need not be in the call path at
5486all.
5487
5488The relevant patchsets are the
5489`kernel freespace defrag
5490<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=defrag-freespace>`_
5491and
5492`userspace freespace defrag
5493<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfsprogs-dev.git/log/?h=defrag-freespace>`_
5494series.
5495
5496Shrinking Filesystems
5497---------------------
5498
5499Removing the end of the filesystem ought to be a simple matter of evacuating
5500the data and metadata at the end of the filesystem, and handing the freed space
5501to the shrink code.
5502That requires an evacuation of the space at end of the filesystem, which is a
5503use of free space defragmentation!
5504