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linux-6.19.14/Documentation/filesystems/xfs/xfs-online-fsck-design.rst RESTRUCTUREDTEXT
   1.. SPDX-License-Identifier: GPL-2.0
   2.. _xfs_online_fsck_design:
   3
   4..
   5        Mapping of heading styles within this document:
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  13
  14        Sections are manually numbered because apparently that's what everyone
  15        does in the kernel.
  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
 108Kernel and userspace code has been fully merged as of October 2025.
 109
 110Each kernel patchset adding an online repair function will use the same branch
 111name across the kernel, xfsprogs, and fstests git repos.
 112
 113Existing Tools
 114--------------
 115
 116The online fsck tool described here will be the third tool in the history of
 117XFS (on Linux) to check and repair filesystems.
 118Two programs precede it:
 119
 120The first program, ``xfs_check``, was created as part of the XFS debugger
 121(``xfs_db``) and can only be used with unmounted filesystems.
 122It walks all metadata in the filesystem looking for inconsistencies in the
 123metadata, though it lacks any ability to repair what it finds.
 124Due to its high memory requirements and inability to repair things, this
 125program is now deprecated and will not be discussed further.
 126
 127The second program, ``xfs_repair``, was created to be faster and more robust
 128than the first program.
 129Like its predecessor, it can only be used with unmounted filesystems.
 130It uses extent-based in-memory data structures to reduce memory consumption,
 131and tries to schedule readahead IO appropriately to reduce I/O waiting time
 132while it scans the metadata of the entire filesystem.
 133The most important feature of this tool is its ability to respond to
 134inconsistencies in file metadata and directory tree by erasing things as needed
 135to eliminate problems.
 136Space usage metadata are rebuilt from the observed file metadata.
 137
 138Problem Statement
 139-----------------
 140
 141The current XFS tools leave several problems unsolved:
 142
 1431. **User programs** suddenly **lose access** to the filesystem when unexpected
 144   shutdowns occur as a result of silent corruptions in the metadata.
 145   These occur **unpredictably** and often without warning.
 146
 1472. **Users** experience a **total loss of service** during the recovery period
 148   after an **unexpected shutdown** occurs.
 149
 1503. **Users** experience a **total loss of service** if the filesystem is taken
 151   offline to **look for problems** proactively.
 152
 1534. **Data owners** cannot **check the integrity** of their stored data without
 154   reading all of it.
 155   This may expose them to substantial billing costs when a linear media scan
 156   performed by the storage system administrator might suffice.
 157
 1585. **System administrators** cannot **schedule** a maintenance window to deal
 159   with corruptions if they **lack the means** to assess filesystem health
 160   while the filesystem is online.
 161
 1626. **Fleet monitoring tools** cannot **automate periodic checks** of filesystem
 163   health when doing so requires **manual intervention** and downtime.
 164
 1657. **Users** can be tricked into **doing things they do not desire** when
 166   malicious actors **exploit quirks of Unicode** to place misleading names
 167   in directories.
 168
 169Given this definition of the problems to be solved and the actors who would
 170benefit, the proposed solution is a third fsck tool that acts on a running
 171filesystem.
 172
 173This new third program has three components: an in-kernel facility to check
 174metadata, an in-kernel facility to repair metadata, and a userspace driver
 175program to drive fsck activity on a live filesystem.
 176``xfs_scrub`` is the name of the driver program.
 177The rest of this document presents the goals and use cases of the new fsck
 178tool, describes its major design points in connection to those goals, and
 179discusses the similarities and differences with existing tools.
 180
 181+--------------------------------------------------------------------------+
 182| **Note**:                                                                |
 183+--------------------------------------------------------------------------+
 184| Throughout this document, the existing offline fsck tool can also be     |
 185| referred to by its current name "``xfs_repair``".                        |
 186| The userspace driver program for the new online fsck tool can be         |
 187| referred to as "``xfs_scrub``".                                          |
 188| The kernel portion of online fsck that validates metadata is called      |
 189| "online scrub", and portion of the kernel that fixes metadata is called  |
 190| "online repair".                                                         |
 191+--------------------------------------------------------------------------+
 192
 193The naming hierarchy is broken up into objects known as directories and files
 194and the physical space is split into pieces known as allocation groups.
 195Sharding enables better performance on highly parallel systems and helps to
 196contain the damage when corruptions occur.
 197The division of the filesystem into principal objects (allocation groups and
 198inodes) means that there are ample opportunities to perform targeted checks and
 199repairs on a subset of the filesystem.
 200
 201While this is going on, other parts continue processing IO requests.
 202Even if a piece of filesystem metadata can only be regenerated by scanning the
 203entire system, the scan can still be done in the background while other file
 204operations continue.
 205
 206In summary, online fsck takes advantage of resource sharding and redundant
 207metadata to enable targeted checking and repair operations while the system
 208is running.
 209This capability will be coupled to automatic system management so that
 210autonomous self-healing of XFS maximizes service availability.
 211
 2122. Theory of Operation
 213======================
 214
 215Because it is necessary for online fsck to lock and scan live metadata objects,
 216online fsck consists of three separate code components.
 217The first is the userspace driver program ``xfs_scrub``, which is responsible
 218for identifying individual metadata items, scheduling work items for them,
 219reacting to the outcomes appropriately, and reporting results to the system
 220administrator.
 221The second and third are in the kernel, which implements functions to check
 222and repair each type of online fsck work item.
 223
 224+------------------------------------------------------------------+
 225| **Note**:                                                        |
 226+------------------------------------------------------------------+
 227| For brevity, this document shortens the phrase "online fsck work |
 228| item" to "scrub item".                                           |
 229+------------------------------------------------------------------+
 230
 231Scrub item types are delineated in a manner consistent with the Unix design
 232philosophy, which is to say that each item should handle one aspect of a
 233metadata structure, and handle it well.
 234
 235Scope
 236-----
 237
 238In principle, online fsck should be able to check and to repair everything that
 239the offline fsck program can handle.
 240However, online fsck cannot be running 100% of the time, which means that
 241latent errors may creep in after a scrub completes.
 242If these errors cause the next mount to fail, offline fsck is the only
 243solution.
 244This limitation means that maintenance of the offline fsck tool will continue.
 245A second limitation of online fsck is that it must follow the same resource
 246sharing and lock acquisition rules as the regular filesystem.
 247This means that scrub cannot take *any* shortcuts to save time, because doing
 248so could lead to concurrency problems.
 249In other words, online fsck is not a complete replacement for offline fsck, and
 250a complete run of online fsck may take longer than offline fsck.
 251However, both of these limitations are acceptable tradeoffs to satisfy the
 252different motivations of online fsck, which are to **minimize system downtime**
 253and to **increase predictability of operation**.
 254
 255.. _scrubphases:
 256
 257Phases of Work
 258--------------
 259
 260The userspace driver program ``xfs_scrub`` splits the work of checking and
 261repairing an entire filesystem into seven phases.
 262Each phase concentrates on checking specific types of scrub items and depends
 263on the success of all previous phases.
 264The seven phases are as follows:
 265
 2661. Collect geometry information about the mounted filesystem and computer,
 267   discover the online fsck capabilities of the kernel, and open the
 268   underlying storage devices.
 269
 2702. Check allocation group metadata, all realtime volume metadata, and all quota
 271   files.
 272   Each metadata structure is scheduled as a separate scrub item.
 273   If corruption is found in the inode header or inode btree and ``xfs_scrub``
 274   is permitted to perform repairs, then those scrub items are repaired to
 275   prepare for phase 3.
 276   Repairs are implemented by using the information in the scrub item to
 277   resubmit the kernel scrub call with the repair flag enabled; this is
 278   discussed in the next section.
 279   Optimizations and all other repairs are deferred to phase 4.
 280
 2813. Check all metadata of every file in the filesystem.
 282   Each metadata structure is also scheduled as a separate scrub item.
 283   If repairs are needed and ``xfs_scrub`` is permitted to perform repairs,
 284   and there were no problems detected during phase 2, then those scrub items
 285   are repaired immediately.
 286   Optimizations, deferred repairs, and unsuccessful repairs are deferred to
 287   phase 4.
 288
 2894. All remaining repairs and scheduled optimizations are performed during this
 290   phase, if the caller permits them.
 291   Before starting repairs, the summary counters are checked and any necessary
 292   repairs are performed so that subsequent repairs will not fail the resource
 293   reservation step due to wildly incorrect summary counters.
 294   Unsuccessful repairs are requeued as long as forward progress on repairs is
 295   made somewhere in the filesystem.
 296   Free space in the filesystem is trimmed at the end of phase 4 if the
 297   filesystem is clean.
 298
 2995. By the start of this phase, all primary and secondary filesystem metadata
 300   must be correct.
 301   Summary counters such as the free space counts and quota resource counts
 302   are checked and corrected.
 303   Directory entry names and extended attribute names are checked for
 304   suspicious entries such as control characters or confusing Unicode sequences
 305   appearing in names.
 306
 3076. If the caller asks for a media scan, read all allocated and written data
 308   file extents in the filesystem.
 309   The ability to use hardware-assisted data file integrity checking is new
 310   to online fsck; neither of the previous tools have this capability.
 311   If media errors occur, they will be mapped to the owning files and reported.
 312
 3137. Re-check the summary counters and presents the caller with a summary of
 314   space usage and file counts.
 315
 316This allocation of responsibilities will be :ref:`revisited <scrubcheck>`
 317later in this document.
 318
 319Steps for Each Scrub Item
 320-------------------------
 321
 322The kernel scrub code uses a three-step strategy for checking and repairing
 323the one aspect of a metadata object represented by a scrub item:
 324
 3251. The scrub item of interest is checked for corruptions; opportunities for
 326   optimization; and for values that are directly controlled by the system
 327   administrator but look suspicious.
 328   If the item is not corrupt or does not need optimization, resource are
 329   released and the positive scan results are returned to userspace.
 330   If the item is corrupt or could be optimized but the caller does not permit
 331   this, resources are released and the negative scan results are returned to
 332   userspace.
 333   Otherwise, the kernel moves on to the second step.
 334
 3352. The repair function is called to rebuild the data structure.
 336   Repair functions generally choose rebuild a structure from other metadata
 337   rather than try to salvage the existing structure.
 338   If the repair fails, the scan results from the first step are returned to
 339   userspace.
 340   Otherwise, the kernel moves on to the third step.
 341
 3423. In the third step, the kernel runs the same checks over the new metadata
 343   item to assess the efficacy of the repairs.
 344   The results of the reassessment are returned to userspace.
 345
 346Classification of Metadata
 347--------------------------
 348
 349Each type of metadata object (and therefore each type of scrub item) is
 350classified as follows:
 351
 352Primary Metadata
 353````````````````
 354
 355Metadata structures in this category should be most familiar to filesystem
 356users either because they are directly created by the user or they index
 357objects created by the user
 358Most filesystem objects fall into this class:
 359
 360- Free space and reference count information
 361
 362- Inode records and indexes
 363
 364- Storage mapping information for file data
 365
 366- Directories
 367
 368- Extended attributes
 369
 370- Symbolic links
 371
 372- Quota limits
 373
 374Scrub obeys the same rules as regular filesystem accesses for resource and lock
 375acquisition.
 376
 377Primary metadata objects are the simplest for scrub to process.
 378The principal filesystem object (either an allocation group or an inode) that
 379owns the item being scrubbed is locked to guard against concurrent updates.
 380The check function examines every record associated with the type for obvious
 381errors and cross-references healthy records against other metadata to look for
 382inconsistencies.
 383Repairs for this class of scrub item are simple, since the repair function
 384starts by holding all the resources acquired in the previous step.
 385The repair function scans available metadata as needed to record all the
 386observations needed to complete the structure.
 387Next, it stages the observations in a new ondisk structure and commits it
 388atomically to complete the repair.
 389Finally, the storage from the old data structure are carefully reaped.
 390
 391Because ``xfs_scrub`` locks a primary object for the duration of the repair,
 392this is effectively an offline repair operation performed on a subset of the
 393filesystem.
 394This minimizes the complexity of the repair code because it is not necessary to
 395handle concurrent updates from other threads, nor is it necessary to access
 396any other part of the filesystem.
 397As a result, indexed structures can be rebuilt very quickly, and programs
 398trying to access the damaged structure will be blocked until repairs complete.
 399The only infrastructure needed by the repair code are the staging area for
 400observations and a means to write new structures to disk.
 401Despite these limitations, the advantage that online repair holds is clear:
 402targeted work on individual shards of the filesystem avoids total loss of
 403service.
 404
 405This mechanism is described in section 2.1 ("Off-Line Algorithm") of
 406V. Srinivasan and M. J. Carey, `"Performance of On-Line Index Construction
 407Algorithms" <https://minds.wisconsin.edu/bitstream/handle/1793/59524/TR1047.pdf>`_,
 408*Extending Database Technology*, pp. 293-309, 1992.
 409
 410Most primary metadata repair functions stage their intermediate results in an
 411in-memory array prior to formatting the new ondisk structure, which is very
 412similar to the list-based algorithm discussed in section 2.3 ("List-Based
 413Algorithms") of Srinivasan.
 414However, any data structure builder that maintains a resource lock for the
 415duration of the repair is *always* an offline algorithm.
 416
 417.. _secondary_metadata:
 418
 419Secondary Metadata
 420``````````````````
 421
 422Metadata structures in this category reflect records found in primary metadata,
 423but are only needed for online fsck or for reorganization of the filesystem.
 424
 425Secondary metadata include:
 426
 427- Reverse mapping information
 428
 429- Directory parent pointers
 430
 431This class of metadata is difficult for scrub to process because scrub attaches
 432to the secondary object but needs to check primary metadata, which runs counter
 433to the usual order of resource acquisition.
 434Frequently, this means that full filesystems scans are necessary to rebuild the
 435metadata.
 436Check functions can be limited in scope to reduce runtime.
 437Repairs, however, require a full scan of primary metadata, which can take a
 438long time to complete.
 439Under these conditions, ``xfs_scrub`` cannot lock resources for the entire
 440duration of the repair.
 441
 442Instead, repair functions set up an in-memory staging structure to store
 443observations.
 444Depending on the requirements of the specific repair function, the staging
 445index will either have the same format as the ondisk structure or a design
 446specific to that repair function.
 447The next step is to release all locks and start the filesystem scan.
 448When the repair scanner needs to record an observation, the staging data are
 449locked long enough to apply the update.
 450While the filesystem scan is in progress, the repair function hooks the
 451filesystem so that it can apply pending filesystem updates to the staging
 452information.
 453Once the scan is done, the owning object is re-locked, the live data is used to
 454write a new ondisk structure, and the repairs are committed atomically.
 455The hooks are disabled and the staging area is freed.
 456Finally, the storage from the old data structure are carefully reaped.
 457
 458Introducing concurrency helps online repair avoid various locking problems, but
 459comes at a high cost to code complexity.
 460Live filesystem code has to be hooked so that the repair function can observe
 461updates in progress.
 462The staging area has to become a fully functional parallel structure so that
 463updates can be merged from the hooks.
 464Finally, the hook, the filesystem scan, and the inode locking model must be
 465sufficiently well integrated that a hook event can decide if a given update
 466should be applied to the staging structure.
 467
 468In theory, the scrub implementation could apply these same techniques for
 469primary metadata, but doing so would make it massively more complex and less
 470performant.
 471Programs attempting to access the damaged structures are not blocked from
 472operation, which may cause application failure or an unplanned filesystem
 473shutdown.
 474
 475Inspiration for the secondary metadata repair strategy was drawn from section
 4762.4 of Srinivasan above, and sections 2 ("NSF: Index Build Without Side-File")
 477and 3.1.1 ("Duplicate Key Insert Problem") in C. Mohan, `"Algorithms for
 478Creating Indexes for Very Large Tables Without Quiescing Updates"
 479<https://dl.acm.org/doi/10.1145/130283.130337>`_, 1992.
 480
 481The sidecar index mentioned above bears some resemblance to the side file
 482method mentioned in Srinivasan and Mohan.
 483Their method consists of an index builder that extracts relevant record data to
 484build the new structure as quickly as possible; and an auxiliary structure that
 485captures all updates that would be committed to the index by other threads were
 486the new index already online.
 487After the index building scan finishes, the updates recorded in the side file
 488are applied to the new index.
 489To avoid conflicts between the index builder and other writer threads, the
 490builder maintains a publicly visible cursor that tracks the progress of the
 491scan through the record space.
 492To avoid duplication of work between the side file and the index builder, side
 493file updates are elided when the record ID for the update is greater than the
 494cursor position within the record ID space.
 495
 496To minimize changes to the rest of the codebase, XFS online repair keeps the
 497replacement index hidden until it's completely ready to go.
 498In other words, there is no attempt to expose the keyspace of the new index
 499while repair is running.
 500The complexity of such an approach would be very high and perhaps more
 501appropriate to building *new* indices.
 502
 503**Future Work Question**: Can the full scan and live update code used to
 504facilitate a repair also be used to implement a comprehensive check?
 505
 506*Answer*: In theory, yes.  Check would be much stronger if each scrub function
 507employed these live scans to build a shadow copy of the metadata and then
 508compared the shadow records to the ondisk records.
 509However, doing that is a fair amount more work than what the checking functions
 510do now.
 511The live scans and hooks were developed much later.
 512That in turn increases the runtime of those scrub functions.
 513
 514Summary Information
 515```````````````````
 516
 517Metadata structures in this last category summarize the contents of primary
 518metadata records.
 519These are often used to speed up resource usage queries, and are many times
 520smaller than the primary metadata which they represent.
 521
 522Examples of summary information include:
 523
 524- Summary counts of free space and inodes
 525
 526- File link counts from directories
 527
 528- Quota resource usage counts
 529
 530Check and repair require full filesystem scans, but resource and lock
 531acquisition follow the same paths as regular filesystem accesses.
 532
 533The superblock summary counters have special requirements due to the underlying
 534implementation of the incore counters, and will be treated separately.
 535Check and repair of the other types of summary counters (quota resource counts
 536and file link counts) employ the same filesystem scanning and hooking
 537techniques as outlined above, but because the underlying data are sets of
 538integer counters, the staging data need not be a fully functional mirror of the
 539ondisk structure.
 540
 541Inspiration for quota and file link count repair strategies were drawn from
 542sections 2.12 ("Online Index Operations") through 2.14 ("Incremental View
 543Maintenance") of G.  Graefe, `"Concurrent Queries and Updates in Summary Views
 544and Their Indexes"
 545<http://www.odbms.org/wp-content/uploads/2014/06/Increment-locks.pdf>`_, 2011.
 546
 547Since quotas are non-negative integer counts of resource usage, online
 548quotacheck can use the incremental view deltas described in section 2.14 to
 549track pending changes to the block and inode usage counts in each transaction,
 550and commit those changes to a dquot side file when the transaction commits.
 551Delta tracking is necessary for dquots because the index builder scans inodes,
 552whereas the data structure being rebuilt is an index of dquots.
 553Link count checking combines the view deltas and commit step into one because
 554it sets attributes of the objects being scanned instead of writing them to a
 555separate data structure.
 556Each online fsck function will be discussed as case studies later in this
 557document.
 558
 559Risk Management
 560---------------
 561
 562During the development of online fsck, several risk factors were identified
 563that may make the feature unsuitable for certain distributors and users.
 564Steps can be taken to mitigate or eliminate those risks, though at a cost to
 565functionality.
 566
 567- **Decreased performance**: Adding metadata indices to the filesystem
 568  increases the time cost of persisting changes to disk, and the reverse space
 569  mapping and directory parent pointers are no exception.
 570  System administrators who require the maximum performance can disable the
 571  reverse mapping features at format time, though this choice dramatically
 572  reduces the ability of online fsck to find inconsistencies and repair them.
 573
 574- **Incorrect repairs**: As with all software, there might be defects in the
 575  software that result in incorrect repairs being written to the filesystem.
 576  Systematic fuzz testing (detailed in the next section) is employed by the
 577  authors to find bugs early, but it might not catch everything.
 578  The kernel build system provides Kconfig options (``CONFIG_XFS_ONLINE_SCRUB``
 579  and ``CONFIG_XFS_ONLINE_REPAIR``) to enable distributors to choose not to
 580  accept this risk.
 581  The xfsprogs build system has a configure option (``--enable-scrub=no``) that
 582  disables building of the ``xfs_scrub`` binary, though this is not a risk
 583  mitigation if the kernel functionality remains enabled.
 584
 585- **Inability to repair**: Sometimes, a filesystem is too badly damaged to be
 586  repairable.
 587  If the keyspaces of several metadata indices overlap in some manner but a
 588  coherent narrative cannot be formed from records collected, then the repair
 589  fails.
 590  To reduce the chance that a repair will fail with a dirty transaction and
 591  render the filesystem unusable, the online repair functions have been
 592  designed to stage and validate all new records before committing the new
 593  structure.
 594
 595- **Misbehavior**: Online fsck requires many privileges -- raw IO to block
 596  devices, opening files by handle, ignoring Unix discretionary access control,
 597  and the ability to perform administrative changes.
 598  Running this automatically in the background scares people, so the systemd
 599  background service is configured to run with only the privileges required.
 600  Obviously, this cannot address certain problems like the kernel crashing or
 601  deadlocking, but it should be sufficient to prevent the scrub process from
 602  escaping and reconfiguring the system.
 603  The cron job does not have this protection.
 604
 605- **Fuzz Kiddiez**: There are many people now who seem to think that running
 606  automated fuzz testing of ondisk artifacts to find mischievous behavior and
 607  spraying exploit code onto the public mailing list for instant zero-day
 608  disclosure is somehow of some social benefit.
 609  In the view of this author, the benefit is realized only when the fuzz
 610  operators help to **fix** the flaws, but this opinion apparently is not
 611  widely shared among security "researchers".
 612  The XFS maintainers' continuing ability to manage these events presents an
 613  ongoing risk to the stability of the development process.
 614  Automated testing should front-load some of the risk while the feature is
 615  considered EXPERIMENTAL.
 616
 617Many of these risks are inherent to software programming.
 618Despite this, it is hoped that this new functionality will prove useful in
 619reducing unexpected downtime.
 620
 6213. Testing Plan
 622===============
 623
 624As stated before, fsck tools have three main goals:
 625
 6261. Detect inconsistencies in the metadata;
 627
 6282. Eliminate those inconsistencies; and
 629
 6303. Minimize further loss of data.
 631
 632Demonstrations of correct operation are necessary to build users' confidence
 633that the software behaves within expectations.
 634Unfortunately, it was not really feasible to perform regular exhaustive testing
 635of every aspect of a fsck tool until the introduction of low-cost virtual
 636machines with high-IOPS storage.
 637With ample hardware availability in mind, the testing strategy for the online
 638fsck project involves differential analysis against the existing fsck tools and
 639systematic testing of every attribute of every type of metadata object.
 640Testing can be split into four major categories, as discussed below.
 641
 642Integrated Testing with fstests
 643-------------------------------
 644
 645The primary goal of any free software QA effort is to make testing as
 646inexpensive and widespread as possible to maximize the scaling advantages of
 647community.
 648In other words, testing should maximize the breadth of filesystem configuration
 649scenarios and hardware setups.
 650This improves code quality by enabling the authors of online fsck to find and
 651fix bugs early, and helps developers of new features to find integration
 652issues earlier in their development effort.
 653
 654The Linux filesystem community shares a common QA testing suite,
 655`fstests <https://git.kernel.org/pub/scm/fs/xfs/xfstests-dev.git/>`_, for
 656functional and regression testing.
 657Even before development work began on online fsck, fstests (when run on XFS)
 658would run both the ``xfs_check`` and ``xfs_repair -n`` commands on the test and
 659scratch filesystems between each test.
 660This provides a level of assurance that the kernel and the fsck tools stay in
 661alignment about what constitutes consistent metadata.
 662During development of the online checking code, fstests was modified to run
 663``xfs_scrub -n`` between each test to ensure that the new checking code
 664produces the same results as the two existing fsck tools.
 665
 666To start development of online repair, fstests was modified to run
 667``xfs_repair`` to rebuild the filesystem's metadata indices between tests.
 668This ensures that offline repair does not crash, leave a corrupt filesystem
 669after it exists, or trigger complaints from the online check.
 670This also established a baseline for what can and cannot be repaired offline.
 671To complete the first phase of development of online repair, fstests was
 672modified to be able to run ``xfs_scrub`` in a "force rebuild" mode.
 673This enables a comparison of the effectiveness of online repair as compared to
 674the existing offline repair tools.
 675
 676General Fuzz Testing of Metadata Blocks
 677---------------------------------------
 678
 679XFS benefits greatly from having a very robust debugging tool, ``xfs_db``.
 680
 681Before development of online fsck even began, a set of fstests were created
 682to test the rather common fault that entire metadata blocks get corrupted.
 683This required the creation of fstests library code that can create a filesystem
 684containing every possible type of metadata object.
 685Next, individual test cases were created to create a test filesystem, identify
 686a single block of a specific type of metadata object, trash it with the
 687existing ``blocktrash`` command in ``xfs_db``, and test the reaction of a
 688particular metadata validation strategy.
 689
 690This earlier test suite enabled XFS developers to test the ability of the
 691in-kernel validation functions and the ability of the offline fsck tool to
 692detect and eliminate the inconsistent metadata.
 693This part of the test suite was extended to cover online fsck in exactly the
 694same manner.
 695
 696In other words, for a given fstests filesystem configuration:
 697
 698* For each metadata object existing on the filesystem:
 699
 700  * Write garbage to it
 701
 702  * Test the reactions of:
 703
 704    1. The kernel verifiers to stop obviously bad metadata
 705    2. Offline repair (``xfs_repair``) to detect and fix
 706    3. Online repair (``xfs_scrub``) to detect and fix
 707
 708Targeted Fuzz Testing of Metadata Records
 709-----------------------------------------
 710
 711The testing plan for online fsck includes extending the existing fs testing
 712infrastructure to provide a much more powerful facility: targeted fuzz testing
 713of every metadata field of every metadata object in the filesystem.
 714``xfs_db`` can modify every field of every metadata structure in every
 715block in the filesystem to simulate the effects of memory corruption and
 716software bugs.
 717Given that fstests already contains the ability to create a filesystem
 718containing every metadata format known to the filesystem, ``xfs_db`` can be
 719used to perform exhaustive fuzz testing!
 720
 721For a given fstests filesystem configuration:
 722
 723* For each metadata object existing on the filesystem...
 724
 725  * For each record inside that metadata object...
 726
 727    * For each field inside that record...
 728
 729      * For each conceivable type of transformation that can be applied to a bit field...
 730
 731        1. Clear all bits
 732        2. Set all bits
 733        3. Toggle the most significant bit
 734        4. Toggle the middle bit
 735        5. Toggle the least significant bit
 736        6. Add a small quantity
 737        7. Subtract a small quantity
 738        8. Randomize the contents
 739
 740        * ...test the reactions of:
 741
 742          1. The kernel verifiers to stop obviously bad metadata
 743          2. Offline checking (``xfs_repair -n``)
 744          3. Offline repair (``xfs_repair``)
 745          4. Online checking (``xfs_scrub -n``)
 746          5. Online repair (``xfs_scrub``)
 747          6. Both repair tools (``xfs_scrub`` and then ``xfs_repair`` if online repair doesn't succeed)
 748
 749This is quite the combinatoric explosion!
 750
 751Fortunately, having this much test coverage makes it easy for XFS developers to
 752check the responses of XFS' fsck tools.
 753Since the introduction of the fuzz testing framework, these tests have been
 754used to discover incorrect repair code and missing functionality for entire
 755classes of metadata objects in ``xfs_repair``.
 756The enhanced testing was used to finalize the deprecation of ``xfs_check`` by
 757confirming that ``xfs_repair`` could detect at least as many corruptions as
 758the older tool.
 759
 760These tests have been very valuable for ``xfs_scrub`` in the same ways -- they
 761allow the online fsck developers to compare online fsck against offline fsck,
 762and they enable XFS developers to find deficiencies in the code base.
 763
 764Proposed patchsets include
 765`fuzzing baselines
 766<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfstests-dev.git/log/?h=fuzz-baseline>`_.
 767
 768Stress Testing
 769--------------
 770
 771A unique requirement to online fsck is the ability to operate on a filesystem
 772concurrently with regular workloads.
 773Although it is of course impossible to run ``xfs_scrub`` with *zero* observable
 774impact on the running system, the online repair code should never introduce
 775inconsistencies into the filesystem metadata, and regular workloads should
 776never notice resource starvation.
 777To verify that these conditions are being met, fstests has been enhanced in
 778the following ways:
 779
 780* For each scrub item type, create a test to exercise checking that item type
 781  while running ``fsstress``.
 782* For each scrub item type, create a test to exercise repairing that item type
 783  while running ``fsstress``.
 784* Race ``fsstress`` and ``xfs_scrub -n`` to ensure that checking the whole
 785  filesystem doesn't cause problems.
 786* Race ``fsstress`` and ``xfs_scrub`` in force-rebuild mode to ensure that
 787  force-repairing the whole filesystem doesn't cause problems.
 788* Race ``xfs_scrub`` in check and force-repair mode against ``fsstress`` while
 789  freezing and thawing the filesystem.
 790* Race ``xfs_scrub`` in check and force-repair mode against ``fsstress`` while
 791  remounting the filesystem read-only and read-write.
 792* The same, but running ``fsx`` instead of ``fsstress``.  (Not done yet?)
 793
 794Success is defined by the ability to run all of these tests without observing
 795any unexpected filesystem shutdowns due to corrupted metadata, kernel hang
 796check warnings, or any other sort of mischief.
 797
 7984. User Interface
 799=================
 800
 801The primary user of online fsck is the system administrator, just like offline
 802repair.
 803Online fsck presents two modes of operation to administrators:
 804A foreground CLI process for online fsck on demand, and a background service
 805that performs autonomous checking and repair.
 806
 807Checking on Demand
 808------------------
 809
 810For administrators who want the absolute freshest information about the
 811metadata in a filesystem, ``xfs_scrub`` can be run as a foreground process on
 812a command line.
 813The program checks every piece of metadata in the filesystem while the
 814administrator waits for the results to be reported, just like the existing
 815``xfs_repair`` tool.
 816Both tools share a ``-n`` option to perform a read-only scan, and a ``-v``
 817option to increase the verbosity of the information reported.
 818
 819A new feature of ``xfs_scrub`` is the ``-x`` option, which employs the error
 820correction capabilities of the hardware to check data file contents.
 821The media scan is not enabled by default because it may dramatically increase
 822program runtime and consume a lot of bandwidth on older storage hardware.
 823
 824The output of a foreground invocation is captured in the system log.
 825
 826The ``xfs_scrub_all`` program walks the list of mounted filesystems and
 827initiates ``xfs_scrub`` for each of them in parallel.
 828It serializes scans for any filesystems that resolve to the same top level
 829kernel block device to prevent resource overconsumption.
 830
 831Background Service
 832------------------
 833
 834To reduce the workload of system administrators, the ``xfs_scrub`` package
 835provides a suite of `systemd <https://systemd.io/>`_ timers and services that
 836run online fsck automatically on weekends by default.
 837The background service configures scrub to run with as little privilege as
 838possible, the lowest CPU and IO priority, and in a CPU-constrained single
 839threaded mode.
 840This can be tuned by the systemd administrator at any time to suit the latency
 841and throughput requirements of customer workloads.
 842
 843The output of the background service is also captured in the system log.
 844If desired, reports of failures (either due to inconsistencies or mere runtime
 845errors) can be emailed automatically by setting the ``EMAIL_ADDR`` environment
 846variable in the following service files:
 847
 848* ``xfs_scrub_fail@.service``
 849* ``xfs_scrub_media_fail@.service``
 850* ``xfs_scrub_all_fail.service``
 851
 852The decision to enable the background scan is left to the system administrator.
 853This can be done by enabling either of the following services:
 854
 855* ``xfs_scrub_all.timer`` on systemd systems
 856* ``xfs_scrub_all.cron`` on non-systemd systems
 857
 858This automatic weekly scan is configured out of the box to perform an
 859additional media scan of all file data once per month.
 860This is less foolproof than, say, storing file data block checksums, but much
 861more performant if application software provides its own integrity checking,
 862redundancy can be provided elsewhere above the filesystem, or the storage
 863device's integrity guarantees are deemed sufficient.
 864
 865The systemd unit file definitions have been subjected to a security audit
 866(as of systemd 249) to ensure that the xfs_scrub processes have as little
 867access to the rest of the system as possible.
 868This was performed via ``systemd-analyze security``, after which privileges
 869were restricted to the minimum required, sandboxing was set up to the maximal
 870extent possible with sandboxing and system call filtering; and access to the
 871filesystem tree was restricted to the minimum needed to start the program and
 872access the filesystem being scanned.
 873The service definition files restrict CPU usage to 80% of one CPU core, and
 874apply as nice of a priority to IO and CPU scheduling as possible.
 875This measure was taken to minimize delays in the rest of the filesystem.
 876No such hardening has been performed for the cron job.
 877
 878Health Reporting
 879----------------
 880
 881XFS caches a summary of each filesystem's health status in memory.
 882The information is updated whenever ``xfs_scrub`` is run, or whenever
 883inconsistencies are detected in the filesystem metadata during regular
 884operations.
 885System administrators should use the ``health`` command of ``xfs_spaceman`` to
 886download this information into a human-readable format.
 887If problems have been observed, the administrator can schedule a reduced
 888service window to run the online repair tool to correct the problem.
 889Failing that, the administrator can decide to schedule a maintenance window to
 890run the traditional offline repair tool to correct the problem.
 891
 892**Future Work Question**: Should the health reporting integrate with the new
 893inotify fs error notification system?
 894Would it be helpful for sysadmins to have a daemon to listen for corruption
 895notifications and initiate a repair?
 896
 897*Answer*: These questions remain unanswered, but should be a part of the
 898conversation with early adopters and potential downstream users of XFS.
 899
 9005. Kernel Algorithms and Data Structures
 901========================================
 902
 903This section discusses the key algorithms and data structures of the kernel
 904code that provide the ability to check and repair metadata while the system
 905is running.
 906The first chapters in this section reveal the pieces that provide the
 907foundation for checking metadata.
 908The remainder of this section presents the mechanisms through which XFS
 909regenerates itself.
 910
 911Self Describing Metadata
 912------------------------
 913
 914Starting with XFS version 5 in 2012, XFS updated the format of nearly every
 915ondisk block header to record a magic number, a checksum, a universally
 916"unique" identifier (UUID), an owner code, the ondisk address of the block,
 917and a log sequence number.
 918When loading a block buffer from disk, the magic number, UUID, owner, and
 919ondisk address confirm that the retrieved block matches the specific owner of
 920the current filesystem, and that the information contained in the block is
 921supposed to be found at the ondisk address.
 922The first three components enable checking tools to disregard alleged metadata
 923that doesn't belong to the filesystem, and the fourth component enables the
 924filesystem to detect lost writes.
 925
 926Whenever a file system operation modifies a block, the change is submitted
 927to the log as part of a transaction.
 928The log then processes these transactions marking them done once they are
 929safely persisted to storage.
 930The logging code maintains the checksum and the log sequence number of the last
 931transactional update.
 932Checksums are useful for detecting torn writes and other discrepancies that can
 933be introduced between the computer and its storage devices.
 934Sequence number tracking enables log recovery to avoid applying out of date
 935log updates to the filesystem.
 936
 937These two features improve overall runtime resiliency by providing a means for
 938the filesystem to detect obvious corruption when reading metadata blocks from
 939disk, but these buffer verifiers cannot provide any consistency checking
 940between metadata structures.
 941
 942For more information, please see the documentation for
 943Documentation/filesystems/xfs/xfs-self-describing-metadata.rst
 944
 945Reverse Mapping
 946---------------
 947
 948The original design of XFS (circa 1993) is an improvement upon 1980s Unix
 949filesystem design.
 950In those days, storage density was expensive, CPU time was scarce, and
 951excessive seek time could kill performance.
 952For performance reasons, filesystem authors were reluctant to add redundancy to
 953the filesystem, even at the cost of data integrity.
 954Filesystems designers in the early 21st century choose different strategies to
 955increase internal redundancy -- either storing nearly identical copies of
 956metadata, or more space-efficient encoding techniques.
 957
 958For XFS, a different redundancy strategy was chosen to modernize the design:
 959a secondary space usage index that maps allocated disk extents back to their
 960owners.
 961By adding a new index, the filesystem retains most of its ability to scale
 962well to heavily threaded workloads involving large datasets, since the primary
 963file metadata (the directory tree, the file block map, and the allocation
 964groups) remain unchanged.
 965Like any system that improves redundancy, the reverse-mapping feature increases
 966overhead costs for space mapping activities.
 967However, it has two critical advantages: first, the reverse index is key to
 968enabling online fsck and other requested functionality such as free space
 969defragmentation, better media failure reporting, and filesystem shrinking.
 970Second, the different ondisk storage format of the reverse mapping btree
 971defeats device-level deduplication because the filesystem requires real
 972redundancy.
 973
 974+--------------------------------------------------------------------------+
 975| **Sidebar**:                                                             |
 976+--------------------------------------------------------------------------+
 977| A criticism of adding the secondary index is that it does nothing to     |
 978| improve the robustness of user data storage itself.                      |
 979| This is a valid point, but adding a new index for file data block        |
 980| checksums increases write amplification by turning data overwrites into  |
 981| copy-writes, which age the filesystem prematurely.                       |
 982| In keeping with thirty years of precedent, users who want file data      |
 983| integrity can supply as powerful a solution as they require.             |
 984| As for metadata, the complexity of adding a new secondary index of space |
 985| usage is much less than adding volume management and storage device      |
 986| mirroring to XFS itself.                                                 |
 987| Perfection of RAID and volume management are best left to existing       |
 988| layers in the kernel.                                                    |
 989+--------------------------------------------------------------------------+
 990
 991The information captured in a reverse space mapping record is as follows:
 992
 993.. code-block:: c
 994
 995	struct xfs_rmap_irec {
 996	    xfs_agblock_t    rm_startblock;   /* extent start block */
 997	    xfs_extlen_t     rm_blockcount;   /* extent length */
 998	    uint64_t         rm_owner;        /* extent owner */
 999	    uint64_t         rm_offset;       /* offset within the owner */
1000	    unsigned int     rm_flags;        /* state flags */
1001	};
1002
1003The first two fields capture the location and size of the physical space,
1004in units of filesystem blocks.
1005The owner field tells scrub which metadata structure or file inode have been
1006assigned this space.
1007For space allocated to files, the offset field tells scrub where the space was
1008mapped within the file fork.
1009Finally, the flags field provides extra information about the space usage --
1010is this an attribute fork extent?  A file mapping btree extent?  Or an
1011unwritten data extent?
1012
1013Online filesystem checking judges the consistency of each primary metadata
1014record by comparing its information against all other space indices.
1015The reverse mapping index plays a key role in the consistency checking process
1016because it contains a centralized alternate copy of all space allocation
1017information.
1018Program runtime and ease of resource acquisition are the only real limits to
1019what online checking can consult.
1020For example, a file data extent mapping can be checked against:
1021
1022* The absence of an entry in the free space information.
1023* The absence of an entry in the inode index.
1024* The absence of an entry in the reference count data if the file is not
1025  marked as having shared extents.
1026* The correspondence of an entry in the reverse mapping information.
1027
1028There are several observations to make about reverse mapping indices:
1029
10301. Reverse mappings can provide a positive affirmation of correctness if any of
1031   the above primary metadata are in doubt.
1032   The checking code for most primary metadata follows a path similar to the
1033   one outlined above.
1034
10352. Proving the consistency of secondary metadata with the primary metadata is
1036   difficult because that requires a full scan of all primary space metadata,
1037   which is very time intensive.
1038   For example, checking a reverse mapping record for a file extent mapping
1039   btree block requires locking the file and searching the entire btree to
1040   confirm the block.
1041   Instead, scrub relies on rigorous cross-referencing during the primary space
1042   mapping structure checks.
1043
10443. Consistency scans must use non-blocking lock acquisition primitives if the
1045   required locking order is not the same order used by regular filesystem
1046   operations.
1047   For example, if the filesystem normally takes a file ILOCK before taking
1048   the AGF buffer lock but scrub wants to take a file ILOCK while holding
1049   an AGF buffer lock, scrub cannot block on that second acquisition.
1050   This means that forward progress during this part of a scan of the reverse
1051   mapping data cannot be guaranteed if system load is heavy.
1052
1053In summary, reverse mappings play a key role in reconstruction of primary
1054metadata.
1055The details of how these records are staged, written to disk, and committed
1056into the filesystem are covered in subsequent sections.
1057
1058Checking and Cross-Referencing
1059------------------------------
1060
1061The first step of checking a metadata structure is to examine every record
1062contained within the structure and its relationship with the rest of the
1063system.
1064XFS contains multiple layers of checking to try to prevent inconsistent
1065metadata from wreaking havoc on the system.
1066Each of these layers contributes information that helps the kernel to make
1067three decisions about the health of a metadata structure:
1068
1069- Is a part of this structure obviously corrupt (``XFS_SCRUB_OFLAG_CORRUPT``) ?
1070- Is this structure inconsistent with the rest of the system
1071  (``XFS_SCRUB_OFLAG_XCORRUPT``) ?
1072- Is there so much damage around the filesystem that cross-referencing is not
1073  possible (``XFS_SCRUB_OFLAG_XFAIL``) ?
1074- Can the structure be optimized to improve performance or reduce the size of
1075  metadata (``XFS_SCRUB_OFLAG_PREEN``) ?
1076- Does the structure contain data that is not inconsistent but deserves review
1077  by the system administrator (``XFS_SCRUB_OFLAG_WARNING``) ?
1078
1079The following sections describe how the metadata scrubbing process works.
1080
1081Metadata Buffer Verification
1082````````````````````````````
1083
1084The lowest layer of metadata protection in XFS are the metadata verifiers built
1085into the buffer cache.
1086These functions perform inexpensive internal consistency checking of the block
1087itself, and answer these questions:
1088
1089- Does the block belong to this filesystem?
1090
1091- Does the block belong to the structure that asked for the read?
1092  This assumes that metadata blocks only have one owner, which is always true
1093  in XFS.
1094
1095- Is the type of data stored in the block within a reasonable range of what
1096  scrub is expecting?
1097
1098- Does the physical location of the block match the location it was read from?
1099
1100- Does the block checksum match the data?
1101
1102The scope of the protections here are very limited -- verifiers can only
1103establish that the filesystem code is reasonably free of gross corruption bugs
1104and that the storage system is reasonably competent at retrieval.
1105Corruption problems observed at runtime cause the generation of health reports,
1106failed system calls, and in the extreme case, filesystem shutdowns if the
1107corrupt metadata force the cancellation of a dirty transaction.
1108
1109Every online fsck scrubbing function is expected to read every ondisk metadata
1110block of a structure in the course of checking the structure.
1111Corruption problems observed during a check are immediately reported to
1112userspace as corruption; during a cross-reference, they are reported as a
1113failure to cross-reference once the full examination is complete.
1114Reads satisfied by a buffer already in cache (and hence already verified)
1115bypass these checks.
1116
1117Internal Consistency Checks
1118```````````````````````````
1119
1120After the buffer cache, the next level of metadata protection is the internal
1121record verification code built into the filesystem.
1122These checks are split between the buffer verifiers, the in-filesystem users of
1123the buffer cache, and the scrub code itself, depending on the amount of higher
1124level context required.
1125The scope of checking is still internal to the block.
1126These higher level checking functions answer these questions:
1127
1128- Does the type of data stored in the block match what scrub is expecting?
1129
1130- Does the block belong to the owning structure that asked for the read?
1131
1132- If the block contains records, do the records fit within the block?
1133
1134- If the block tracks internal free space information, is it consistent with
1135  the record areas?
1136
1137- Are the records contained inside the block free of obvious corruptions?
1138
1139Record checks in this category are more rigorous and more time-intensive.
1140For example, block pointers and inumbers are checked to ensure that they point
1141within the dynamically allocated parts of an allocation group and within
1142the filesystem.
1143Names are checked for invalid characters, and flags are checked for invalid
1144combinations.
1145Other record attributes are checked for sensible values.
1146Btree records spanning an interval of the btree keyspace are checked for
1147correct order and lack of mergeability (except for file fork mappings).
1148For performance reasons, regular code may skip some of these checks unless
1149debugging is enabled or a write is about to occur.
1150Scrub functions, of course, must check all possible problems.
1151
1152Validation of Userspace-Controlled Record Attributes
1153````````````````````````````````````````````````````
1154
1155Various pieces of filesystem metadata are directly controlled by userspace.
1156Because of this nature, validation work cannot be more precise than checking
1157that a value is within the possible range.
1158These fields include:
1159
1160- Superblock fields controlled by mount options
1161- Filesystem labels
1162- File timestamps
1163- File permissions
1164- File size
1165- File flags
1166- Names present in directory entries, extended attribute keys, and filesystem
1167  labels
1168- Extended attribute key namespaces
1169- Extended attribute values
1170- File data block contents
1171- Quota limits
1172- Quota timer expiration (if resource usage exceeds the soft limit)
1173
1174Cross-Referencing Space Metadata
1175````````````````````````````````
1176
1177After internal block checks, the next higher level of checking is
1178cross-referencing records between metadata structures.
1179For regular runtime code, the cost of these checks is considered to be
1180prohibitively expensive, but as scrub is dedicated to rooting out
1181inconsistencies, it must pursue all avenues of inquiry.
1182The exact set of cross-referencing is highly dependent on the context of the
1183data structure being checked.
1184
1185The XFS btree code has keyspace scanning functions that online fsck uses to
1186cross reference one structure with another.
1187Specifically, scrub can scan the key space of an index to determine if that
1188keyspace is fully, sparsely, or not at all mapped to records.
1189For the reverse mapping btree, it is possible to mask parts of the key for the
1190purposes of performing a keyspace scan so that scrub can decide if the rmap
1191btree contains records mapping a certain extent of physical space without the
1192sparsenses of the rest of the rmap keyspace getting in the way.
1193
1194Btree blocks undergo the following checks before cross-referencing:
1195
1196- Does the type of data stored in the block match what scrub is expecting?
1197
1198- Does the block belong to the owning structure that asked for the read?
1199
1200- Do the records fit within the block?
1201
1202- Are the records contained inside the block free of obvious corruptions?
1203
1204- Are the name hashes in the correct order?
1205
1206- Do node pointers within the btree point to valid block addresses for the type
1207  of btree?
1208
1209- Do child pointers point towards the leaves?
1210
1211- Do sibling pointers point across the same level?
1212
1213- For each node block record, does the record key accurate reflect the contents
1214  of the child block?
1215
1216Space allocation records are cross-referenced as follows:
1217
12181. Any space mentioned by any metadata structure are cross-referenced as
1219   follows:
1220
1221   - Does the reverse mapping index list only the appropriate owner as the
1222     owner of each block?
1223
1224   - Are none of the blocks claimed as free space?
1225
1226   - If these aren't file data blocks, are none of the blocks claimed as space
1227     shared by different owners?
1228
12292. Btree blocks are cross-referenced as follows:
1230
1231   - Everything in class 1 above.
1232
1233   - If there's a parent node block, do the keys listed for this block match the
1234     keyspace of this block?
1235
1236   - Do the sibling pointers point to valid blocks?  Of the same level?
1237
1238   - Do the child pointers point to valid blocks?  Of the next level down?
1239
12403. Free space btree records are cross-referenced as follows:
1241
1242   - Everything in class 1 and 2 above.
1243
1244   - Does the reverse mapping index list no owners of this space?
1245
1246   - Is this space not claimed by the inode index for inodes?
1247
1248   - Is it not mentioned by the reference count index?
1249
1250   - Is there a matching record in the other free space btree?
1251
12524. Inode btree records are cross-referenced as follows:
1253
1254   - Everything in class 1 and 2 above.
1255
1256   - Is there a matching record in free inode btree?
1257
1258   - Do cleared bits in the holemask correspond with inode clusters?
1259
1260   - Do set bits in the freemask correspond with inode records with zero link
1261     count?
1262
12635. Inode records are cross-referenced as follows:
1264
1265   - Everything in class 1.
1266
1267   - Do all the fields that summarize information about the file forks actually
1268     match those forks?
1269
1270   - Does each inode with zero link count correspond to a record in the free
1271     inode btree?
1272
12736. File fork space mapping records are cross-referenced as follows:
1274
1275   - Everything in class 1 and 2 above.
1276
1277   - Is this space not mentioned by the inode btrees?
1278
1279   - If this is a CoW fork mapping, does it correspond to a CoW entry in the
1280     reference count btree?
1281
12827. Reference count records are cross-referenced as follows:
1283
1284   - Everything in class 1 and 2 above.
1285
1286   - Within the space subkeyspace of the rmap btree (that is to say, all
1287     records mapped to a particular space extent and ignoring the owner info),
1288     are there the same number of reverse mapping records for each block as the
1289     reference count record claims?
1290
1291Checking Extended Attributes
1292````````````````````````````
1293
1294Extended attributes implement a key-value store that enable fragments of data
1295to be attached to any file.
1296Both the kernel and userspace can access the keys and values, subject to
1297namespace and privilege restrictions.
1298Most typically these fragments are metadata about the file -- origins, security
1299contexts, user-supplied labels, indexing information, etc.
1300
1301Names can be as long as 255 bytes and can exist in several different
1302namespaces.
1303Values can be as large as 64KB.
1304A file's extended attributes are stored in blocks mapped by the attr fork.
1305The mappings point to leaf blocks, remote value blocks, or dabtree blocks.
1306Block 0 in the attribute fork is always the top of the structure, but otherwise
1307each of the three types of blocks can be found at any offset in the attr fork.
1308Leaf blocks contain attribute key records that point to the name and the value.
1309Names are always stored elsewhere in the same leaf block.
1310Values that are less than 3/4 the size of a filesystem block are also stored
1311elsewhere in the same leaf block.
1312Remote value blocks contain values that are too large to fit inside a leaf.
1313If the leaf information exceeds a single filesystem block, a dabtree (also
1314rooted at block 0) is created to map hashes of the attribute names to leaf
1315blocks in the attr fork.
1316
1317Checking an extended attribute structure is not so straightforward due to the
1318lack of separation between attr blocks and index blocks.
1319Scrub must read each block mapped by the attr fork and ignore the non-leaf
1320blocks:
1321
13221. Walk the dabtree in the attr fork (if present) to ensure that there are no
1323   irregularities in the blocks or dabtree mappings that do not point to
1324   attr leaf blocks.
1325
13262. Walk the blocks of the attr fork looking for leaf blocks.
1327   For each entry inside a leaf:
1328
1329   a. Validate that the name does not contain invalid characters.
1330
1331   b. Read the attr value.
1332      This performs a named lookup of the attr name to ensure the correctness
1333      of the dabtree.
1334      If the value is stored in a remote block, this also validates the
1335      integrity of the remote value block.
1336
1337Checking and Cross-Referencing Directories
1338``````````````````````````````````````````
1339
1340The filesystem directory tree is a directed acylic graph structure, with files
1341constituting the nodes, and directory entries (dirents) constituting the edges.
1342Directories are a special type of file containing a set of mappings from a
1343255-byte sequence (name) to an inumber.
1344These are called directory entries, or dirents for short.
1345Each directory file must have exactly one directory pointing to the file.
1346A root directory points to itself.
1347Directory entries point to files of any type.
1348Each non-directory file may have multiple directories point to it.
1349
1350In XFS, directories are implemented as a file containing up to three 32GB
1351partitions.
1352The first partition contains directory entry data blocks.
1353Each data block contains variable-sized records associating a user-provided
1354name with an inumber and, optionally, a file type.
1355If the directory entry data grows beyond one block, the second partition (which
1356exists as post-EOF extents) is populated with a block containing free space
1357information and an index that maps hashes of the dirent names to directory data
1358blocks in the first partition.
1359This makes directory name lookups very fast.
1360If this second partition grows beyond one block, the third partition is
1361populated with a linear array of free space information for faster
1362expansions.
1363If the free space has been separated and the second partition grows again
1364beyond one block, then a dabtree is used to map hashes of dirent names to
1365directory data blocks.
1366
1367Checking a directory is pretty straightforward:
1368
13691. Walk the dabtree in the second partition (if present) to ensure that there
1370   are no irregularities in the blocks or dabtree mappings that do not point to
1371   dirent blocks.
1372
13732. Walk the blocks of the first partition looking for directory entries.
1374   Each dirent is checked as follows:
1375
1376   a. Does the name contain no invalid characters?
1377
1378   b. Does the inumber correspond to an actual, allocated inode?
1379
1380   c. Does the child inode have a nonzero link count?
1381
1382   d. If a file type is included in the dirent, does it match the type of the
1383      inode?
1384
1385   e. If the child is a subdirectory, does the child's dotdot pointer point
1386      back to the parent?
1387
1388   f. If the directory has a second partition, perform a named lookup of the
1389      dirent name to ensure the correctness of the dabtree.
1390
13913. Walk the free space list in the third partition (if present) to ensure that
1392   the free spaces it describes are really unused.
1393
1394Checking operations involving :ref:`parents <dirparent>` and
1395:ref:`file link counts <nlinks>` are discussed in more detail in later
1396sections.
1397
1398Checking Directory/Attribute Btrees
1399^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1400
1401As stated in previous sections, the directory/attribute btree (dabtree) index
1402maps user-provided names to improve lookup times by avoiding linear scans.
1403Internally, it maps a 32-bit hash of the name to a block offset within the
1404appropriate file fork.
1405
1406The internal structure of a dabtree closely resembles the btrees that record
1407fixed-size metadata records -- each dabtree block contains a magic number, a
1408checksum, sibling pointers, a UUID, a tree level, and a log sequence number.
1409The format of leaf and node records are the same -- each entry points to the
1410next level down in the hierarchy, with dabtree node records pointing to dabtree
1411leaf blocks, and dabtree leaf records pointing to non-dabtree blocks elsewhere
1412in the fork.
1413
1414Checking and cross-referencing the dabtree is very similar to what is done for
1415space btrees:
1416
1417- Does the type of data stored in the block match what scrub is expecting?
1418
1419- Does the block belong to the owning structure that asked for the read?
1420
1421- Do the records fit within the block?
1422
1423- Are the records contained inside the block free of obvious corruptions?
1424
1425- Are the name hashes in the correct order?
1426
1427- Do node pointers within the dabtree point to valid fork offsets for dabtree
1428  blocks?
1429
1430- Do leaf pointers within the dabtree point to valid fork offsets for directory
1431  or attr leaf blocks?
1432
1433- Do child pointers point towards the leaves?
1434
1435- Do sibling pointers point across the same level?
1436
1437- For each dabtree node record, does the record key accurate reflect the
1438  contents of the child dabtree block?
1439
1440- For each dabtree leaf record, does the record key accurate reflect the
1441  contents of the directory or attr block?
1442
1443Cross-Referencing Summary Counters
1444``````````````````````````````````
1445
1446XFS maintains three classes of summary counters: available resources, quota
1447resource usage, and file link counts.
1448
1449In theory, the amount of available resources (data blocks, inodes, realtime
1450extents) can be found by walking the entire filesystem.
1451This would make for very slow reporting, so a transactional filesystem can
1452maintain summaries of this information in the superblock.
1453Cross-referencing these values against the filesystem metadata should be a
1454simple matter of walking the free space and inode metadata in each AG and the
1455realtime bitmap, but there are complications that will be discussed in
1456:ref:`more detail <fscounters>` later.
1457
1458:ref:`Quota usage <quotacheck>` and :ref:`file link count <nlinks>`
1459checking are sufficiently complicated to warrant separate sections.
1460
1461Post-Repair Reverification
1462``````````````````````````
1463
1464After performing a repair, the checking code is run a second time to validate
1465the new structure, and the results of the health assessment are recorded
1466internally and returned to the calling process.
1467This step is critical for enabling system administrator to monitor the status
1468of the filesystem and the progress of any repairs.
1469For developers, it is a useful means to judge the efficacy of error detection
1470and correction in the online and offline checking tools.
1471
1472Eventual Consistency vs. Online Fsck
1473------------------------------------
1474
1475Complex operations can make modifications to multiple per-AG data structures
1476with a chain of transactions.
1477These chains, once committed to the log, are restarted during log recovery if
1478the system crashes while processing the chain.
1479Because the AG header buffers are unlocked between transactions within a chain,
1480online checking must coordinate with chained operations that are in progress to
1481avoid incorrectly detecting inconsistencies due to pending chains.
1482Furthermore, online repair must not run when operations are pending because
1483the metadata are temporarily inconsistent with each other, and rebuilding is
1484not possible.
1485
1486Only online fsck has this requirement of total consistency of AG metadata, and
1487should be relatively rare as compared to filesystem change operations.
1488Online fsck coordinates with transaction chains as follows:
1489
1490* For each AG, maintain a count of intent items targeting that AG.
1491  The count should be bumped whenever a new item is added to the chain.
1492  The count should be dropped when the filesystem has locked the AG header
1493  buffers and finished the work.
1494
1495* When online fsck wants to examine an AG, it should lock the AG header
1496  buffers to quiesce all transaction chains that want to modify that AG.
1497  If the count is zero, proceed with the checking operation.
1498  If it is nonzero, cycle the buffer locks to allow the chain to make forward
1499  progress.
1500
1501This may lead to online fsck taking a long time to complete, but regular
1502filesystem updates take precedence over background checking activity.
1503Details about the discovery of this situation are presented in the
1504:ref:`next section <chain_coordination>`, and details about the solution
1505are presented :ref:`after that<intent_drains>`.
1506
1507.. _chain_coordination:
1508
1509Discovery of the Problem
1510````````````````````````
1511
1512Midway through the development of online scrubbing, the fsstress tests
1513uncovered a misinteraction between online fsck and compound transaction chains
1514created by other writer threads that resulted in false reports of metadata
1515inconsistency.
1516The root cause of these reports is the eventual consistency model introduced by
1517the expansion of deferred work items and compound transaction chains when
1518reverse mapping and reflink were introduced.
1519
1520Originally, transaction chains were added to XFS to avoid deadlocks when
1521unmapping space from files.
1522Deadlock avoidance rules require that AGs only be locked in increasing order,
1523which makes it impossible (say) to use a single transaction to free a space
1524extent in AG 7 and then try to free a now superfluous block mapping btree block
1525in AG 3.
1526To avoid these kinds of deadlocks, XFS creates Extent Freeing Intent (EFI) log
1527items to commit to freeing some space in one transaction while deferring the
1528actual metadata updates to a fresh transaction.
1529The transaction sequence looks like this:
1530
15311. The first transaction contains a physical update to the file's block mapping
1532   structures to remove the mapping from the btree blocks.
1533   It then attaches to the in-memory transaction an action item to schedule
1534   deferred freeing of space.
1535   Concretely, each transaction maintains a list of ``struct
1536   xfs_defer_pending`` objects, each of which maintains a list of ``struct
1537   xfs_extent_free_item`` objects.
1538   Returning to the example above, the action item tracks the freeing of both
1539   the unmapped space from AG 7 and the block mapping btree (BMBT) block from
1540   AG 3.
1541   Deferred frees recorded in this manner are committed in the log by creating
1542   an EFI log item from the ``struct xfs_extent_free_item`` object and
1543   attaching the log item to the transaction.
1544   When the log is persisted to disk, the EFI item is written into the ondisk
1545   transaction record.
1546   EFIs can list up to 16 extents to free, all sorted in AG order.
1547
15482. The second transaction contains a physical update to the free space btrees
1549   of AG 3 to release the former BMBT block and a second physical update to the
1550   free space btrees of AG 7 to release the unmapped file space.
1551   Observe that the physical updates are resequenced in the correct order
1552   when possible.
1553   Attached to the transaction is a an extent free done (EFD) log item.
1554   The EFD contains a pointer to the EFI logged in transaction #1 so that log
1555   recovery can tell if the EFI needs to be replayed.
1556
1557If the system goes down after transaction #1 is written back to the filesystem
1558but before #2 is committed, a scan of the filesystem metadata would show
1559inconsistent filesystem metadata because there would not appear to be any owner
1560of the unmapped space.
1561Happily, log recovery corrects this inconsistency for us -- when recovery finds
1562an intent log item but does not find a corresponding intent done item, it will
1563reconstruct the incore state of the intent item and finish it.
1564In the example above, the log must replay both frees described in the recovered
1565EFI to complete the recovery phase.
1566
1567There are subtleties to XFS' transaction chaining strategy to consider:
1568
1569* Log items must be added to a transaction in the correct order to prevent
1570  conflicts with principal objects that are not held by the transaction.
1571  In other words, all per-AG metadata updates for an unmapped block must be
1572  completed before the last update to free the extent, and extents should not
1573  be reallocated until that last update commits to the log.
1574
1575* AG header buffers are released between each transaction in a chain.
1576  This means that other threads can observe an AG in an intermediate state,
1577  but as long as the first subtlety is handled, this should not affect the
1578  correctness of filesystem operations.
1579
1580* Unmounting the filesystem flushes all pending work to disk, which means that
1581  offline fsck never sees the temporary inconsistencies caused by deferred
1582  work item processing.
1583
1584In this manner, XFS employs a form of eventual consistency to avoid deadlocks
1585and increase parallelism.
1586
1587During the design phase of the reverse mapping and reflink features, it was
1588decided that it was impractical to cram all the reverse mapping updates for a
1589single filesystem change into a single transaction because a single file
1590mapping operation can explode into many small updates:
1591
1592* The block mapping update itself
1593* A reverse mapping update for the block mapping update
1594* Fixing the freelist
1595* A reverse mapping update for the freelist fix
1596
1597* A shape change to the block mapping btree
1598* A reverse mapping update for the btree update
1599* Fixing the freelist (again)
1600* A reverse mapping update for the freelist fix
1601
1602* An update to the reference counting information
1603* A reverse mapping update for the refcount update
1604* Fixing the freelist (a third time)
1605* A reverse mapping update for the freelist fix
1606
1607* Freeing any space that was unmapped and not owned by any other file
1608* Fixing the freelist (a fourth time)
1609* A reverse mapping update for the freelist fix
1610
1611* Freeing the space used by the block mapping btree
1612* Fixing the freelist (a fifth time)
1613* A reverse mapping update for the freelist fix
1614
1615Free list fixups are not usually needed more than once per AG per transaction
1616chain, but it is theoretically possible if space is very tight.
1617For copy-on-write updates this is even worse, because this must be done once to
1618remove the space from a staging area and again to map it into the file!
1619
1620To deal with this explosion in a calm manner, XFS expands its use of deferred
1621work items to cover most reverse mapping updates and all refcount updates.
1622This reduces the worst case size of transaction reservations by breaking the
1623work into a long chain of small updates, which increases the degree of eventual
1624consistency in the system.
1625Again, this generally isn't a problem because XFS orders its deferred work
1626items carefully to avoid resource reuse conflicts between unsuspecting threads.
1627
1628However, online fsck changes the rules -- remember that although physical
1629updates to per-AG structures are coordinated by locking the buffers for AG
1630headers, buffer locks are dropped between transactions.
1631Once scrub acquires resources and takes locks for a data structure, it must do
1632all the validation work without releasing the lock.
1633If the main lock for a space btree is an AG header buffer lock, scrub may have
1634interrupted another thread that is midway through finishing a chain.
1635For example, if a thread performing a copy-on-write has completed a reverse
1636mapping update but not the corresponding refcount update, the two AG btrees
1637will appear inconsistent to scrub and an observation of corruption will be
1638recorded.  This observation will not be correct.
1639If a repair is attempted in this state, the results will be catastrophic!
1640
1641Several other solutions to this problem were evaluated upon discovery of this
1642flaw and rejected:
1643
16441. Add a higher level lock to allocation groups and require writer threads to
1645   acquire the higher level lock in AG order before making any changes.
1646   This would be very difficult to implement in practice because it is
1647   difficult to determine which locks need to be obtained, and in what order,
1648   without simulating the entire operation.
1649   Performing a dry run of a file operation to discover necessary locks would
1650   make the filesystem very slow.
1651
16522. Make the deferred work coordinator code aware of consecutive intent items
1653   targeting the same AG and have it hold the AG header buffers locked across
1654   the transaction roll between updates.
1655   This would introduce a lot of complexity into the coordinator since it is
1656   only loosely coupled with the actual deferred work items.
1657   It would also fail to solve the problem because deferred work items can
1658   generate new deferred subtasks, but all subtasks must be complete before
1659   work can start on a new sibling task.
1660
16613. Teach online fsck to walk all transactions waiting for whichever lock(s)
1662   protect the data structure being scrubbed to look for pending operations.
1663   The checking and repair operations must factor these pending operations into
1664   the evaluations being performed.
1665   This solution is a nonstarter because it is *extremely* invasive to the main
1666   filesystem.
1667
1668.. _intent_drains:
1669
1670Intent Drains
1671`````````````
1672
1673Online fsck uses an atomic intent item counter and lock cycling to coordinate
1674with transaction chains.
1675There are two key properties to the drain mechanism.
1676First, the counter is incremented when a deferred work item is *queued* to a
1677transaction, and it is decremented after the associated intent done log item is
1678*committed* to another transaction.
1679The second property is that deferred work can be added to a transaction without
1680holding an AG header lock, but per-AG work items cannot be marked done without
1681locking that AG header buffer to log the physical updates and the intent done
1682log item.
1683The first property enables scrub to yield to running transaction chains, which
1684is an explicit deprioritization of online fsck to benefit file operations.
1685The second property of the drain is key to the correct coordination of scrub,
1686since scrub will always be able to decide if a conflict is possible.
1687
1688For regular filesystem code, the drain works as follows:
1689
16901. Call the appropriate subsystem function to add a deferred work item to a
1691   transaction.
1692
16932. The function calls ``xfs_defer_drain_bump`` to increase the counter.
1694
16953. When the deferred item manager wants to finish the deferred work item, it
1696   calls ``->finish_item`` to complete it.
1697
16984. The ``->finish_item`` implementation logs some changes and calls
1699   ``xfs_defer_drain_drop`` to decrease the sloppy counter and wake up any threads
1700   waiting on the drain.
1701
17025. The subtransaction commits, which unlocks the resource associated with the
1703   intent item.
1704
1705For scrub, the drain works as follows:
1706
17071. Lock the resource(s) associated with the metadata being scrubbed.
1708   For example, a scan of the refcount btree would lock the AGI and AGF header
1709   buffers.
1710
17112. If the counter is zero (``xfs_defer_drain_busy`` returns false), there are no
1712   chains in progress and the operation may proceed.
1713
17143. Otherwise, release the resources grabbed in step 1.
1715
17164. Wait for the intent counter to reach zero (``xfs_defer_drain_intents``), then go
1717   back to step 1 unless a signal has been caught.
1718
1719To avoid polling in step 4, the drain provides a waitqueue for scrub threads to
1720be woken up whenever the intent count drops to zero.
1721
1722.. _jump_labels:
1723
1724Static Keys (aka Jump Label Patching)
1725`````````````````````````````````````
1726
1727Online fsck for XFS separates the regular filesystem from the checking and
1728repair code as much as possible.
1729However, there are a few parts of online fsck (such as the intent drains, and
1730later, live update hooks) where it is useful for the online fsck code to know
1731what's going on in the rest of the filesystem.
1732Since it is not expected that online fsck will be constantly running in the
1733background, it is very important to minimize the runtime overhead imposed by
1734these hooks when online fsck is compiled into the kernel but not actively
1735running on behalf of userspace.
1736Taking locks in the hot path of a writer thread to access a data structure only
1737to find that no further action is necessary is expensive -- on the author's
1738computer, this have an overhead of 40-50ns per access.
1739Fortunately, the kernel supports dynamic code patching, which enables XFS to
1740replace a static branch to hook code with ``nop`` sleds when online fsck isn't
1741running.
1742This sled has an overhead of however long it takes the instruction decoder to
1743skip past the sled, which seems to be on the order of less than 1ns and
1744does not access memory outside of instruction fetching.
1745
1746When online fsck enables the static key, the sled is replaced with an
1747unconditional branch to call the hook code.
1748The switchover is quite expensive (~22000ns) but is paid entirely by the
1749program that invoked online fsck, and can be amortized if multiple threads
1750enter online fsck at the same time, or if multiple filesystems are being
1751checked at the same time.
1752Changing the branch direction requires taking the CPU hotplug lock, and since
1753CPU initialization requires memory allocation, online fsck must be careful not
1754to change a static key while holding any locks or resources that could be
1755accessed in the memory reclaim paths.
1756To minimize contention on the CPU hotplug lock, care should be taken not to
1757enable or disable static keys unnecessarily.
1758
1759Because static keys are intended to minimize hook overhead for regular
1760filesystem operations when xfs_scrub is not running, the intended usage
1761patterns are as follows:
1762
1763- The hooked part of XFS should declare a static-scoped static key that
1764  defaults to false.
1765  The ``DEFINE_STATIC_KEY_FALSE`` macro takes care of this.
1766  The static key itself should be declared as a ``static`` variable.
1767
1768- When deciding to invoke code that's only used by scrub, the regular
1769  filesystem should call the ``static_branch_unlikely`` predicate to avoid the
1770  scrub-only hook code if the static key is not enabled.
1771
1772- The regular filesystem should export helper functions that call
1773  ``static_branch_inc`` to enable and ``static_branch_dec`` to disable the
1774  static key.
1775  Wrapper functions make it easy to compile out the relevant code if the kernel
1776  distributor turns off online fsck at build time.
1777
1778- Scrub functions wanting to turn on scrub-only XFS functionality should call
1779  the ``xchk_fsgates_enable`` from the setup function to enable a specific
1780  hook.
1781  This must be done before obtaining any resources that are used by memory
1782  reclaim.
1783  Callers had better be sure they really need the functionality gated by the
1784  static key; the ``TRY_HARDER`` flag is useful here.
1785
1786Online scrub has resource acquisition helpers (e.g. ``xchk_perag_lock``) to
1787handle locking AGI and AGF buffers for all scrubber functions.
1788If it detects a conflict between scrub and the running transactions, it will
1789try to wait for intents to complete.
1790If the caller of the helper has not enabled the static key, the helper will
1791return -EDEADLOCK, which should result in the scrub being restarted with the
1792``TRY_HARDER`` flag set.
1793The scrub setup function should detect that flag, enable the static key, and
1794try the scrub again.
1795Scrub teardown disables all static keys obtained by ``xchk_fsgates_enable``.
1796
1797For more information, please see the kernel documentation of
1798Documentation/staging/static-keys.rst.
1799
1800.. _xfile:
1801
1802Pageable Kernel Memory
1803----------------------
1804
1805Some online checking functions work by scanning the filesystem to build a
1806shadow copy of an ondisk metadata structure in memory and comparing the two
1807copies.
1808For online repair to rebuild a metadata structure, it must compute the record
1809set that will be stored in the new structure before it can persist that new
1810structure to disk.
1811Ideally, repairs complete with a single atomic commit that introduces
1812a new data structure.
1813To meet these goals, the kernel needs to collect a large amount of information
1814in a place that doesn't require the correct operation of the filesystem.
1815
1816Kernel memory isn't suitable because:
1817
1818* Allocating a contiguous region of memory to create a C array is very
1819  difficult, especially on 32-bit systems.
1820
1821* Linked lists of records introduce double pointer overhead which is very high
1822  and eliminate the possibility of indexed lookups.
1823
1824* Kernel memory is pinned, which can drive the system into OOM conditions.
1825
1826* The system might not have sufficient memory to stage all the information.
1827
1828At any given time, online fsck does not need to keep the entire record set in
1829memory, which means that individual records can be paged out if necessary.
1830Continued development of online fsck demonstrated that the ability to perform
1831indexed data storage would also be very useful.
1832Fortunately, the Linux kernel already has a facility for byte-addressable and
1833pageable storage: tmpfs.
1834In-kernel graphics drivers (most notably i915) take advantage of tmpfs files
1835to store intermediate data that doesn't need to be in memory at all times, so
1836that usage precedent is already established.
1837Hence, the ``xfile`` was born!
1838
1839+--------------------------------------------------------------------------+
1840| **Historical Sidebar**:                                                  |
1841+--------------------------------------------------------------------------+
1842| The first edition of online repair inserted records into a new btree as  |
1843| it found them, which failed because filesystem could shut down with a    |
1844| built data structure, which would be live after recovery finished.       |
1845|                                                                          |
1846| The second edition solved the half-rebuilt structure problem by storing  |
1847| everything in memory, but frequently ran the system out of memory.       |
1848|                                                                          |
1849| The third edition solved the OOM problem by using linked lists, but the  |
1850| memory overhead of the list pointers was extreme.                        |
1851+--------------------------------------------------------------------------+
1852
1853xfile Access Models
1854```````````````````
1855
1856A survey of the intended uses of xfiles suggested these use cases:
1857
18581. Arrays of fixed-sized records (space management btrees, directory and
1859   extended attribute entries)
1860
18612. Sparse arrays of fixed-sized records (quotas and link counts)
1862
18633. Large binary objects (BLOBs) of variable sizes (directory and extended
1864   attribute names and values)
1865
18664. Staging btrees in memory (reverse mapping btrees)
1867
18685. Arbitrary contents (realtime space management)
1869
1870To support the first four use cases, high level data structures wrap the xfile
1871to share functionality between online fsck functions.
1872The rest of this section discusses the interfaces that the xfile presents to
1873four of those five higher level data structures.
1874The fifth use case is discussed in the :ref:`realtime summary <rtsummary>` case
1875study.
1876
1877XFS is very record-based, which suggests that the ability to load and store
1878complete records is important.
1879To support these cases, a pair of ``xfile_load`` and ``xfile_store``
1880functions are provided to read and persist objects into an xfile that treat any
1881error as an out of memory error.  For online repair, squashing error conditions
1882in this manner is an acceptable behavior because the only reaction is to abort
1883the operation back to userspace.
1884
1885However, no discussion of file access idioms is complete without answering the
1886question, "But what about mmap?"
1887It is convenient to access storage directly with pointers, just like userspace
1888code does with regular memory.
1889Online fsck must not drive the system into OOM conditions, which means that
1890xfiles must be responsive to memory reclamation.
1891tmpfs can only push a pagecache folio to the swap cache if the folio is neither
1892pinned nor locked, which means the xfile must not pin too many folios.
1893
1894Short term direct access to xfile contents is done by locking the pagecache
1895folio and mapping it into kernel address space.  Object load and store uses this
1896mechanism.  Folio locks are not supposed to be held for long periods of time, so
1897long term direct access to xfile contents is done by bumping the folio refcount,
1898mapping it into kernel address space, and dropping the folio lock.
1899These long term users *must* be responsive to memory reclaim by hooking into
1900the shrinker infrastructure to know when to release folios.
1901
1902The ``xfile_get_folio`` and ``xfile_put_folio`` functions are provided to
1903retrieve the (locked) folio that backs part of an xfile and to release it.
1904The only code to use these folio lease functions are the xfarray
1905:ref:`sorting<xfarray_sort>` algorithms and the :ref:`in-memory
1906btrees<xfbtree>`.
1907
1908xfile Access Coordination
1909`````````````````````````
1910
1911For security reasons, xfiles must be owned privately by the kernel.
1912They are marked ``S_PRIVATE`` to prevent interference from the security system,
1913must never be mapped into process file descriptor tables, and their pages must
1914never be mapped into userspace processes.
1915
1916To avoid locking recursion issues with the VFS, all accesses to the shmfs file
1917are performed by manipulating the page cache directly.
1918xfile writers call the ``->write_begin`` and ``->write_end`` functions of the
1919xfile's address space to grab writable pages, copy the caller's buffer into the
1920page, and release the pages.
1921xfile readers call ``shmem_read_mapping_page_gfp`` to grab pages directly
1922before copying the contents into the caller's buffer.
1923In other words, xfiles ignore the VFS read and write code paths to avoid
1924having to create a dummy ``struct kiocb`` and to avoid taking inode and
1925freeze locks.
1926tmpfs cannot be frozen, and xfiles must not be exposed to userspace.
1927
1928If an xfile is shared between threads to stage repairs, the caller must provide
1929its own locks to coordinate access.
1930For example, if a scrub function stores scan results in an xfile and needs
1931other threads to provide updates to the scanned data, the scrub function must
1932provide a lock for all threads to share.
1933
1934.. _xfarray:
1935
1936Arrays of Fixed-Sized Records
1937`````````````````````````````
1938
1939In XFS, each type of indexed space metadata (free space, inodes, reference
1940counts, file fork space, and reverse mappings) consists of a set of fixed-size
1941records indexed with a classic B+ tree.
1942Directories have a set of fixed-size dirent records that point to the names,
1943and extended attributes have a set of fixed-size attribute keys that point to
1944names and values.
1945Quota counters and file link counters index records with numbers.
1946During a repair, scrub needs to stage new records during the gathering step and
1947retrieve them during the btree building step.
1948
1949Although this requirement can be satisfied by calling the read and write
1950methods of the xfile directly, it is simpler for callers for there to be a
1951higher level abstraction to take care of computing array offsets, to provide
1952iterator functions, and to deal with sparse records and sorting.
1953The ``xfarray`` abstraction presents a linear array for fixed-size records atop
1954the byte-accessible xfile.
1955
1956.. _xfarray_access_patterns:
1957
1958Array Access Patterns
1959^^^^^^^^^^^^^^^^^^^^^
1960
1961Array access patterns in online fsck tend to fall into three categories.
1962Iteration of records is assumed to be necessary for all cases and will be
1963covered in the next section.
1964
1965The first type of caller handles records that are indexed by position.
1966Gaps may exist between records, and a record may be updated multiple times
1967during the collection step.
1968In other words, these callers want a sparse linearly addressed table file.
1969The typical use case are quota records or file link count records.
1970Access to array elements is performed programmatically via ``xfarray_load`` and
1971``xfarray_store`` functions, which wrap the similarly-named xfile functions to
1972provide loading and storing of array elements at arbitrary array indices.
1973Gaps are defined to be null records, and null records are defined to be a
1974sequence of all zero bytes.
1975Null records are detected by calling ``xfarray_element_is_null``.
1976They are created either by calling ``xfarray_unset`` to null out an existing
1977record or by never storing anything to an array index.
1978
1979The second type of caller handles records that are not indexed by position
1980and do not require multiple updates to a record.
1981The typical use case here is rebuilding space btrees and key/value btrees.
1982These callers can add records to the array without caring about array indices
1983via the ``xfarray_append`` function, which stores a record at the end of the
1984array.
1985For callers that require records to be presentable in a specific order (e.g.
1986rebuilding btree data), the ``xfarray_sort`` function can arrange the sorted
1987records; this function will be covered later.
1988
1989The third type of caller is a bag, which is useful for counting records.
1990The typical use case here is constructing space extent reference counts from
1991reverse mapping information.
1992Records can be put in the bag in any order, they can be removed from the bag
1993at any time, and uniqueness of records is left to callers.
1994The ``xfarray_store_anywhere`` function is used to insert a record in any
1995null record slot in the bag; and the ``xfarray_unset`` function removes a
1996record from the bag.
1997
1998Iterating Array Elements
1999^^^^^^^^^^^^^^^^^^^^^^^^
2000
2001Most users of the xfarray require the ability to iterate the records stored in
2002the array.
2003Callers can probe every possible array index with the following:
2004
2005.. code-block:: c
2006
2007	xfarray_idx_t i;
2008	foreach_xfarray_idx(array, i) {
2009	    xfarray_load(array, i, &rec);
2010
2011	    /* do something with rec */
2012	}
2013
2014All users of this idiom must be prepared to handle null records or must already
2015know that there aren't any.
2016
2017For xfarray users that want to iterate a sparse array, the ``xfarray_iter``
2018function ignores indices in the xfarray that have never been written to by
2019calling ``xfile_seek_data`` (which internally uses ``SEEK_DATA``) to skip areas
2020of the array that are not populated with memory pages.
2021Once it finds a page, it will skip the zeroed areas of the page.
2022
2023.. code-block:: c
2024
2025	xfarray_idx_t i = XFARRAY_CURSOR_INIT;
2026	while ((ret = xfarray_iter(array, &i, &rec)) == 1) {
2027	    /* do something with rec */
2028	}
2029
2030.. _xfarray_sort:
2031
2032Sorting Array Elements
2033^^^^^^^^^^^^^^^^^^^^^^
2034
2035During the fourth demonstration of online repair, a community reviewer remarked
2036that for performance reasons, online repair ought to load batches of records
2037into btree record blocks instead of inserting records into a new btree one at a
2038time.
2039The btree insertion code in XFS is responsible for maintaining correct ordering
2040of the records, so naturally the xfarray must also support sorting the record
2041set prior to bulk loading.
2042
2043Case Study: Sorting xfarrays
2044~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2045
2046The sorting algorithm used in the xfarray is actually a combination of adaptive
2047quicksort and a heapsort subalgorithm in the spirit of
2048`Sedgewick <https://algs4.cs.princeton.edu/23quicksort/>`_ and
2049`pdqsort <https://github.com/orlp/pdqsort>`_, with customizations for the Linux
2050kernel.
2051To sort records in a reasonably short amount of time, ``xfarray`` takes
2052advantage of the binary subpartitioning offered by quicksort, but it also uses
2053heapsort to hedge against performance collapse if the chosen quicksort pivots
2054are poor.
2055Both algorithms are (in general) O(n * lg(n)), but there is a wide performance
2056gulf between the two implementations.
2057
2058The Linux kernel already contains a reasonably fast implementation of heapsort.
2059It only operates on regular C arrays, which limits the scope of its usefulness.
2060There are two key places where the xfarray uses it:
2061
2062* Sorting any record subset backed by a single xfile page.
2063
2064* Loading a small number of xfarray records from potentially disparate parts
2065  of the xfarray into a memory buffer, and sorting the buffer.
2066
2067In other words, ``xfarray`` uses heapsort to constrain the nested recursion of
2068quicksort, thereby mitigating quicksort's worst runtime behavior.
2069
2070Choosing a quicksort pivot is a tricky business.
2071A good pivot splits the set to sort in half, leading to the divide and conquer
2072behavior that is crucial to  O(n * lg(n)) performance.
2073A poor pivot barely splits the subset at all, leading to O(n\ :sup:`2`)
2074runtime.
2075The xfarray sort routine tries to avoid picking a bad pivot by sampling nine
2076records into a memory buffer and using the kernel heapsort to identify the
2077median of the nine.
2078
2079Most modern quicksort implementations employ Tukey's "ninther" to select a
2080pivot from a classic C array.
2081Typical ninther implementations pick three unique triads of records, sort each
2082of the triads, and then sort the middle value of each triad to determine the
2083ninther value.
2084As stated previously, however, xfile accesses are not entirely cheap.
2085It turned out to be much more performant to read the nine elements into a
2086memory buffer, run the kernel's in-memory heapsort on the buffer, and choose
2087the 4th element of that buffer as the pivot.
2088Tukey's ninthers are described in J. W. Tukey, `The ninther, a technique for
2089low-effort robust (resistant) location in large samples`, in *Contributions to
2090Survey Sampling and Applied Statistics*, edited by H. David, (Academic Press,
20911978), pp. 251–257.
2092
2093The partitioning of quicksort is fairly textbook -- rearrange the record
2094subset around the pivot, then set up the current and next stack frames to
2095sort with the larger and the smaller halves of the pivot, respectively.
2096This keeps the stack space requirements to log2(record count).
2097
2098As a final performance optimization, the hi and lo scanning phase of quicksort
2099keeps examined xfile pages mapped in the kernel for as long as possible to
2100reduce map/unmap cycles.
2101Surprisingly, this reduces overall sort runtime by nearly half again after
2102accounting for the application of heapsort directly onto xfile pages.
2103
2104.. _xfblob:
2105
2106Blob Storage
2107````````````
2108
2109Extended attributes and directories add an additional requirement for staging
2110records: arbitrary byte sequences of finite length.
2111Each directory entry record needs to store entry name,
2112and each extended attribute needs to store both the attribute name and value.
2113The names, keys, and values can consume a large amount of memory, so the
2114``xfblob`` abstraction was created to simplify management of these blobs
2115atop an xfile.
2116
2117Blob arrays provide ``xfblob_load`` and ``xfblob_store`` functions to retrieve
2118and persist objects.
2119The store function returns a magic cookie for every object that it persists.
2120Later, callers provide this cookie to the ``xblob_load`` to recall the object.
2121The ``xfblob_free`` function frees a specific blob, and the ``xfblob_truncate``
2122function frees them all because compaction is not needed.
2123
2124The details of repairing directories and extended attributes will be discussed
2125in a subsequent section about atomic file content exchanges.
2126However, it should be noted that these repair functions only use blob storage
2127to cache a small number of entries before adding them to a temporary ondisk
2128file, which is why compaction is not required.
2129
2130.. _xfbtree:
2131
2132In-Memory B+Trees
2133`````````````````
2134
2135The chapter about :ref:`secondary metadata<secondary_metadata>` mentioned that
2136checking and repairing of secondary metadata commonly requires coordination
2137between a live metadata scan of the filesystem and writer threads that are
2138updating that metadata.
2139Keeping the scan data up to date requires the ability to propagate
2140metadata updates from the filesystem into the data being collected by the scan.
2141This *can* be done by appending concurrent updates into a separate log file and
2142applying them before writing the new metadata to disk, but this leads to
2143unbounded memory consumption if the rest of the system is very busy.
2144Another option is to skip the side-log and commit live updates from the
2145filesystem directly into the scan data, which trades more overhead for a lower
2146maximum memory requirement.
2147In both cases, the data structure holding the scan results must support indexed
2148access to perform well.
2149
2150Given that indexed lookups of scan data is required for both strategies, online
2151fsck employs the second strategy of committing live updates directly into
2152scan data.
2153Because xfarrays are not indexed and do not enforce record ordering, they
2154are not suitable for this task.
2155Conveniently, however, XFS has a library to create and maintain ordered reverse
2156mapping records: the existing rmap btree code!
2157If only there was a means to create one in memory.
2158
2159Recall that the :ref:`xfile <xfile>` abstraction represents memory pages as a
2160regular file, which means that the kernel can create byte or block addressable
2161virtual address spaces at will.
2162The XFS buffer cache specializes in abstracting IO to block-oriented  address
2163spaces, which means that adaptation of the buffer cache to interface with
2164xfiles enables reuse of the entire btree library.
2165Btrees built atop an xfile are collectively known as ``xfbtrees``.
2166The next few sections describe how they actually work.
2167
2168Using xfiles as a Buffer Cache Target
2169^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
2170
2171Two modifications are necessary to support xfiles as a buffer cache target.
2172The first is to make it possible for the ``struct xfs_buftarg`` structure to
2173host the ``struct xfs_buf`` rhashtable, because normally those are held by a
2174per-AG structure.
2175The second change is to modify the buffer ``ioapply`` function to "read" cached
2176pages from the xfile and "write" cached pages back to the xfile.
2177Multiple access to individual buffers is controlled by the ``xfs_buf`` lock,
2178since the xfile does not provide any locking on its own.
2179With this adaptation in place, users of the xfile-backed buffer cache use
2180exactly the same APIs as users of the disk-backed buffer cache.
2181The separation between xfile and buffer cache implies higher memory usage since
2182they do not share pages, but this property could some day enable transactional
2183updates to an in-memory btree.
2184Today, however, it simply eliminates the need for new code.
2185
2186Space Management with an xfbtree
2187^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
2188
2189Space management for an xfile is very simple -- each btree block is one memory
2190page in size.
2191These blocks use the same header format as an on-disk btree, but the in-memory
2192block verifiers ignore the checksums, assuming that xfile memory is no more
2193corruption-prone than regular DRAM.
2194Reusing existing code here is more important than absolute memory efficiency.
2195
2196The very first block of an xfile backing an xfbtree contains a header block.
2197The header describes the owner, height, and the block number of the root
2198xfbtree block.
2199
2200To allocate a btree block, use ``xfile_seek_data`` to find a gap in the file.
2201If there are no gaps, create one by extending the length of the xfile.
2202Preallocate space for the block with ``xfile_prealloc``, and hand back the
2203location.
2204To free an xfbtree block, use ``xfile_discard`` (which internally uses
2205``FALLOC_FL_PUNCH_HOLE``) to remove the memory page from the xfile.
2206
2207Populating an xfbtree
2208^^^^^^^^^^^^^^^^^^^^^
2209
2210An online fsck function that wants to create an xfbtree should proceed as
2211follows:
2212
22131. Call ``xfile_create`` to create an xfile.
2214
22152. Call ``xfs_alloc_memory_buftarg`` to create a buffer cache target structure
2216   pointing to the xfile.
2217
22183. Pass the buffer cache target, buffer ops, and other information to
2219   ``xfbtree_init`` to initialize the passed in ``struct xfbtree`` and write an
2220   initial root block to the xfile.
2221   Each btree type should define a wrapper that passes necessary arguments to
2222   the creation function.
2223   For example, rmap btrees define ``xfs_rmapbt_mem_create`` to take care of
2224   all the necessary details for callers.
2225
22264. Pass the xfbtree object to the btree cursor creation function for the
2227   btree type.
2228   Following the example above, ``xfs_rmapbt_mem_cursor`` takes care of this
2229   for callers.
2230
22315. Pass the btree cursor to the regular btree functions to make queries against
2232   and to update the in-memory btree.
2233   For example, a btree cursor for an rmap xfbtree can be passed to the
2234   ``xfs_rmap_*`` functions just like any other btree cursor.
2235   See the :ref:`next section<xfbtree_commit>` for information on dealing with
2236   xfbtree updates that are logged to a transaction.
2237
22386. When finished, delete the btree cursor, destroy the xfbtree object, free the
2239   buffer target, and the destroy the xfile to release all resources.
2240
2241.. _xfbtree_commit:
2242
2243Committing Logged xfbtree Buffers
2244^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
2245
2246Although it is a clever hack to reuse the rmap btree code to handle the staging
2247structure, the ephemeral nature of the in-memory btree block storage presents
2248some challenges of its own.
2249The XFS transaction manager must not commit buffer log items for buffers backed
2250by an xfile because the log format does not understand updates for devices
2251other than the data device.
2252An ephemeral xfbtree probably will not exist by the time the AIL checkpoints
2253log transactions back into the filesystem, and certainly won't exist during
2254log recovery.
2255For these reasons, any code updating an xfbtree in transaction context must
2256remove the buffer log items from the transaction and write the updates into the
2257backing xfile before committing or cancelling the transaction.
2258
2259The ``xfbtree_trans_commit`` and ``xfbtree_trans_cancel`` functions implement
2260this functionality as follows:
2261
22621. Find each buffer log item whose buffer targets the xfile.
2263
22642. Record the dirty/ordered status of the log item.
2265
22663. Detach the log item from the buffer.
2267
22684. Queue the buffer to a special delwri list.
2269
22705. Clear the transaction dirty flag if the only dirty log items were the ones
2271   that were detached in step 3.
2272
22736. Submit the delwri list to commit the changes to the xfile, if the updates
2274   are being committed.
2275
2276After removing xfile logged buffers from the transaction in this manner, the
2277transaction can be committed or cancelled.
2278
2279Bulk Loading of Ondisk B+Trees
2280------------------------------
2281
2282As mentioned previously, early iterations of online repair built new btree
2283structures by creating a new btree and adding observations individually.
2284Loading a btree one record at a time had a slight advantage of not requiring
2285the incore records to be sorted prior to commit, but was very slow and leaked
2286blocks if the system went down during a repair.
2287Loading records one at a time also meant that repair could not control the
2288loading factor of the blocks in the new btree.
2289
2290Fortunately, the venerable ``xfs_repair`` tool had a more efficient means for
2291rebuilding a btree index from a collection of records -- bulk btree loading.
2292This was implemented rather inefficiently code-wise, since ``xfs_repair``
2293had separate copy-pasted implementations for each btree type.
2294
2295To prepare for online fsck, each of the four bulk loaders were studied, notes
2296were taken, and the four were refactored into a single generic btree bulk
2297loading mechanism.
2298Those notes in turn have been refreshed and are presented below.
2299
2300Geometry Computation
2301````````````````````
2302
2303The zeroth step of bulk loading is to assemble the entire record set that will
2304be stored in the new btree, and sort the records.
2305Next, call ``xfs_btree_bload_compute_geometry`` to compute the shape of the
2306btree from the record set, the type of btree, and any load factor preferences.
2307This information is required for resource reservation.
2308
2309First, the geometry computation computes the minimum and maximum records that
2310will fit in a leaf block from the size of a btree block and the size of the
2311block header.
2312Roughly speaking, the maximum number of records is::
2313
2314        maxrecs = (block_size - header_size) / record_size
2315
2316The XFS design specifies that btree blocks should be merged when possible,
2317which means the minimum number of records is half of maxrecs::
2318
2319        minrecs = maxrecs / 2
2320
2321The next variable to determine is the desired loading factor.
2322This must be at least minrecs and no more than maxrecs.
2323Choosing minrecs is undesirable because it wastes half the block.
2324Choosing maxrecs is also undesirable because adding a single record to each
2325newly rebuilt leaf block will cause a tree split, which causes a noticeable
2326drop in performance immediately afterwards.
2327The default loading factor was chosen to be 75% of maxrecs, which provides a
2328reasonably compact structure without any immediate split penalties::
2329
2330        default_load_factor = (maxrecs + minrecs) / 2
2331
2332If space is tight, the loading factor will be set to maxrecs to try to avoid
2333running out of space::
2334
2335        leaf_load_factor = enough space ? default_load_factor : maxrecs
2336
2337Load factor is computed for btree node blocks using the combined size of the
2338btree key and pointer as the record size::
2339
2340        maxrecs = (block_size - header_size) / (key_size + ptr_size)
2341        minrecs = maxrecs / 2
2342        node_load_factor = enough space ? default_load_factor : maxrecs
2343
2344Once that's done, the number of leaf blocks required to store the record set
2345can be computed as::
2346
2347        leaf_blocks = ceil(record_count / leaf_load_factor)
2348
2349The number of node blocks needed to point to the next level down in the tree
2350is computed as::
2351
2352        n_blocks = (n == 0 ? leaf_blocks : node_blocks[n])
2353        node_blocks[n + 1] = ceil(n_blocks / node_load_factor)
2354
2355The entire computation is performed recursively until the current level only
2356needs one block.
2357The resulting geometry is as follows:
2358
2359- For AG-rooted btrees, this level is the root level, so the height of the new
2360  tree is ``level + 1`` and the space needed is the summation of the number of
2361  blocks on each level.
2362
2363- For inode-rooted btrees where the records in the top level do not fit in the
2364  inode fork area, the height is ``level + 2``, the space needed is the
2365  summation of the number of blocks on each level, and the inode fork points to
2366  the root block.
2367
2368- For inode-rooted btrees where the records in the top level can be stored in
2369  the inode fork area, then the root block can be stored in the inode, the
2370  height is ``level + 1``, and the space needed is one less than the summation
2371  of the number of blocks on each level.
2372  This only becomes relevant when non-bmap btrees gain the ability to root in
2373  an inode, which is a future patchset and only included here for completeness.
2374
2375.. _newbt:
2376
2377Reserving New B+Tree Blocks
2378```````````````````````````
2379
2380Once repair knows the number of blocks needed for the new btree, it allocates
2381those blocks using the free space information.
2382Each reserved extent is tracked separately by the btree builder state data.
2383To improve crash resilience, the reservation code also logs an Extent Freeing
2384Intent (EFI) item in the same transaction as each space allocation and attaches
2385its in-memory ``struct xfs_extent_free_item`` object to the space reservation.
2386If the system goes down, log recovery will use the unfinished EFIs to free the
2387unused space, the free space, leaving the filesystem unchanged.
2388
2389Each time the btree builder claims a block for the btree from a reserved
2390extent, it updates the in-memory reservation to reflect the claimed space.
2391Block reservation tries to allocate as much contiguous space as possible to
2392reduce the number of EFIs in play.
2393
2394While repair is writing these new btree blocks, the EFIs created for the space
2395reservations pin the tail of the ondisk log.
2396It's possible that other parts of the system will remain busy and push the head
2397of the log towards the pinned tail.
2398To avoid livelocking the filesystem, the EFIs must not pin the tail of the log
2399for too long.
2400To alleviate this problem, the dynamic relogging capability of the deferred ops
2401mechanism is reused here to commit a transaction at the log head containing an
2402EFD for the old EFI and new EFI at the head.
2403This enables the log to release the old EFI to keep the log moving forwards.
2404
2405EFIs have a role to play during the commit and reaping phases; please see the
2406next section and the section about :ref:`reaping<reaping>` for more details.
2407
2408Writing the New Tree
2409````````````````````
2410
2411This part is pretty simple -- the btree builder (``xfs_btree_bulkload``) claims
2412a block from the reserved list, writes the new btree block header, fills the
2413rest of the block with records, and adds the new leaf block to a list of
2414written blocks::
2415
2416  ┌────┐
2417  │leaf│
2418  │RRR │
2419  └────┘
2420
2421Sibling pointers are set every time a new block is added to the level::
2422
2423  ┌────┐ ┌────┐ ┌────┐ ┌────┐
2424  │leaf│→│leaf│→│leaf│→│leaf│
2425  │RRR │←│RRR │←│RRR │←│RRR │
2426  └────┘ └────┘ └────┘ └────┘
2427
2428When it finishes writing the record leaf blocks, it moves on to the node
2429blocks
2430To fill a node block, it walks each block in the next level down in the tree
2431to compute the relevant keys and write them into the parent node::
2432
2433      ┌────┐       ┌────┐
2434      │node│──────→│node│
2435      │PP  │←──────│PP  │
2436      └────┘       └────┘
2437      ↙   ↘         ↙   ↘
2438  ┌────┐ ┌────┐ ┌────┐ ┌────┐
2439  │leaf│→│leaf│→│leaf│→│leaf│
2440  │RRR │←│RRR │←│RRR │←│RRR │
2441  └────┘ └────┘ └────┘ └────┘
2442
2443When it reaches the root level, it is ready to commit the new btree!::
2444
2445          ┌─────────┐
2446          │  root   │
2447          │   PP    │
2448          └─────────┘
2449          ↙         ↘
2450      ┌────┐       ┌────┐
2451      │node│──────→│node│
2452      │PP  │←──────│PP  │
2453      └────┘       └────┘
2454      ↙   ↘         ↙   ↘
2455  ┌────┐ ┌────┐ ┌────┐ ┌────┐
2456  │leaf│→│leaf│→│leaf│→│leaf│
2457  │RRR │←│RRR │←│RRR │←│RRR │
2458  └────┘ └────┘ └────┘ └────┘
2459
2460The first step to commit the new btree is to persist the btree blocks to disk
2461synchronously.
2462This is a little complicated because a new btree block could have been freed
2463in the recent past, so the builder must use ``xfs_buf_delwri_queue_here`` to
2464remove the (stale) buffer from the AIL list before it can write the new blocks
2465to disk.
2466Blocks are queued for IO using a delwri list and written in one large batch
2467with ``xfs_buf_delwri_submit``.
2468
2469Once the new blocks have been persisted to disk, control returns to the
2470individual repair function that called the bulk loader.
2471The repair function must log the location of the new root in a transaction,
2472clean up the space reservations that were made for the new btree, and reap the
2473old metadata blocks:
2474
24751. Commit the location of the new btree root.
2476
24772. For each incore reservation:
2478
2479   a. Log Extent Freeing Done (EFD) items for all the space that was consumed
2480      by the btree builder.  The new EFDs must point to the EFIs attached to
2481      the reservation to prevent log recovery from freeing the new blocks.
2482
2483   b. For unclaimed portions of incore reservations, create a regular deferred
2484      extent free work item to be free the unused space later in the
2485      transaction chain.
2486
2487   c. The EFDs and EFIs logged in steps 2a and 2b must not overrun the
2488      reservation of the committing transaction.
2489      If the btree loading code suspects this might be about to happen, it must
2490      call ``xrep_defer_finish`` to clear out the deferred work and obtain a
2491      fresh transaction.
2492
24933. Clear out the deferred work a second time to finish the commit and clean
2494   the repair transaction.
2495
2496The transaction rolling in steps 2c and 3 represent a weakness in the repair
2497algorithm, because a log flush and a crash before the end of the reap step can
2498result in space leaking.
2499Online repair functions minimize the chances of this occurring by using very
2500large transactions, which each can accommodate many thousands of block freeing
2501instructions.
2502Repair moves on to reaping the old blocks, which will be presented in a
2503subsequent :ref:`section<reaping>` after a few case studies of bulk loading.
2504
2505Case Study: Rebuilding the Inode Index
2506^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
2507
2508The high level process to rebuild the inode index btree is:
2509
25101. Walk the reverse mapping records to generate ``struct xfs_inobt_rec``
2511   records from the inode chunk information and a bitmap of the old inode btree
2512   blocks.
2513
25142. Append the records to an xfarray in inode order.
2515
25163. Use the ``xfs_btree_bload_compute_geometry`` function to compute the number
2517   of blocks needed for the inode btree.
2518   If the free space inode btree is enabled, call it again to estimate the
2519   geometry of the finobt.
2520
25214. Allocate the number of blocks computed in the previous step.
2522
25235. Use ``xfs_btree_bload`` to write the xfarray records to btree blocks and
2524   generate the internal node blocks.
2525   If the free space inode btree is enabled, call it again to load the finobt.
2526
25276. Commit the location of the new btree root block(s) to the AGI.
2528
25297. Reap the old btree blocks using the bitmap created in step 1.
2530
2531Details are as follows.
2532
2533The inode btree maps inumbers to the ondisk location of the associated
2534inode records, which means that the inode btrees can be rebuilt from the
2535reverse mapping information.
2536Reverse mapping records with an owner of ``XFS_RMAP_OWN_INOBT`` marks the
2537location of the old inode btree blocks.
2538Each reverse mapping record with an owner of ``XFS_RMAP_OWN_INODES`` marks the
2539location of at least one inode cluster buffer.
2540A cluster is the smallest number of ondisk inodes that can be allocated or
2541freed in a single transaction; it is never smaller than 1 fs block or 4 inodes.
2542
2543For the space represented by each inode cluster, ensure that there are no
2544records in the free space btrees nor any records in the reference count btree.
2545If there are, the space metadata inconsistencies are reason enough to abort the
2546operation.
2547Otherwise, read each cluster buffer to check that its contents appear to be
2548ondisk inodes and to decide if the file is allocated
2549(``xfs_dinode.i_mode != 0``) or free (``xfs_dinode.i_mode == 0``).
2550Accumulate the results of successive inode cluster buffer reads until there is
2551enough information to fill a single inode chunk record, which is 64 consecutive
2552numbers in the inumber keyspace.
2553If the chunk is sparse, the chunk record may include holes.
2554
2555Once the repair function accumulates one chunk's worth of data, it calls
2556``xfarray_append`` to add the inode btree record to the xfarray.
2557This xfarray is walked twice during the btree creation step -- once to populate
2558the inode btree with all inode chunk records, and a second time to populate the
2559free inode btree with records for chunks that have free non-sparse inodes.
2560The number of records for the inode btree is the number of xfarray records,
2561but the record count for the free inode btree has to be computed as inode chunk
2562records are stored in the xfarray.
2563
2564Case Study: Rebuilding the Space Reference Counts
2565^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
2566
2567Reverse mapping records are used to rebuild the reference count information.
2568Reference counts are required for correct operation of copy on write for shared
2569file data.
2570Imagine the reverse mapping entries as rectangles representing extents of
2571physical blocks, and that the rectangles can be laid down to allow them to
2572overlap each other.
2573From the diagram below, it is apparent that a reference count record must start
2574or end wherever the height of the stack changes.
2575In other words, the record emission stimulus is level-triggered::
2576
2577                        █    ███
2578              ██      █████ ████   ███        ██████
2579        ██   ████     ███████████ ████     █████████
2580        ████████████████████████████████ ███████████
2581        ^ ^  ^^ ^^    ^ ^^ ^^^  ^^^^  ^ ^^ ^  ^     ^
2582        2 1  23 21    3 43 234  2123  1 01 2  3     0
2583
2584The ondisk reference count btree does not store the refcount == 0 cases because
2585the free space btree already records which blocks are free.
2586Extents being used to stage copy-on-write operations should be the only records
2587with refcount == 1.
2588Single-owner file blocks aren't recorded in either the free space or the
2589reference count btrees.
2590
2591The high level process to rebuild the reference count btree is:
2592
25931. Walk the reverse mapping records to generate ``struct xfs_refcount_irec``
2594   records for any space having more than one reverse mapping and add them to
2595   the xfarray.
2596   Any records owned by ``XFS_RMAP_OWN_COW`` are also added to the xfarray
2597   because these are extents allocated to stage a copy on write operation and
2598   are tracked in the refcount btree.
2599
2600   Use any records owned by ``XFS_RMAP_OWN_REFC`` to create a bitmap of old
2601   refcount btree blocks.
2602
26032. Sort the records in physical extent order, putting the CoW staging extents
2604   at the end of the xfarray.
2605   This matches the sorting order of records in the refcount btree.
2606
26073. Use the ``xfs_btree_bload_compute_geometry`` function to compute the number
2608   of blocks needed for the new tree.
2609
26104. Allocate the number of blocks computed in the previous step.
2611
26125. Use ``xfs_btree_bload`` to write the xfarray records to btree blocks and
2613   generate the internal node blocks.
2614
26156. Commit the location of new btree root block to the AGF.
2616
26177. Reap the old btree blocks using the bitmap created in step 1.
2618
2619Details are as follows; the same algorithm is used by ``xfs_repair`` to
2620generate refcount information from reverse mapping records.
2621
2622- Until the reverse mapping btree runs out of records:
2623
2624  - Retrieve the next record from the btree and put it in a bag.
2625
2626  - Collect all records with the same starting block from the btree and put
2627    them in the bag.
2628
2629  - While the bag isn't empty:
2630
2631    - Among the mappings in the bag, compute the lowest block number where the
2632      reference count changes.
2633      This position will be either the starting block number of the next
2634      unprocessed reverse mapping or the next block after the shortest mapping
2635      in the bag.
2636
2637    - Remove all mappings from the bag that end at this position.
2638
2639    - Collect all reverse mappings that start at this position from the btree
2640      and put them in the bag.
2641
2642    - If the size of the bag changed and is greater than one, create a new
2643      refcount record associating the block number range that we just walked to
2644      the size of the bag.
2645
2646The bag-like structure in this case is a type 2 xfarray as discussed in the
2647:ref:`xfarray access patterns<xfarray_access_patterns>` section.
2648Reverse mappings are added to the bag using ``xfarray_store_anywhere`` and
2649removed via ``xfarray_unset``.
2650Bag members are examined through ``xfarray_iter`` loops.
2651
2652Case Study: Rebuilding File Fork Mapping Indices
2653^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
2654
2655The high level process to rebuild a data/attr fork mapping btree is:
2656
26571. Walk the reverse mapping records to generate ``struct xfs_bmbt_rec``
2658   records from the reverse mapping records for that inode and fork.
2659   Append these records to an xfarray.
2660   Compute the bitmap of the old bmap btree blocks from the ``BMBT_BLOCK``
2661   records.
2662
26632. Use the ``xfs_btree_bload_compute_geometry`` function to compute the number
2664   of blocks needed for the new tree.
2665
26663. Sort the records in file offset order.
2667
26684. If the extent records would fit in the inode fork immediate area, commit the
2669   records to that immediate area and skip to step 8.
2670
26715. Allocate the number of blocks computed in the previous step.
2672
26736. Use ``xfs_btree_bload`` to write the xfarray records to btree blocks and
2674   generate the internal node blocks.
2675
26767. Commit the new btree root block to the inode fork immediate area.
2677
26788. Reap the old btree blocks using the bitmap created in step 1.
2679
2680There are some complications here:
2681First, it's possible to move the fork offset to adjust the sizes of the
2682immediate areas if the data and attr forks are not both in BMBT format.
2683Second, if there are sufficiently few fork mappings, it may be possible to use
2684EXTENTS format instead of BMBT, which may require a conversion.
2685Third, the incore extent map must be reloaded carefully to avoid disturbing
2686any delayed allocation extents.
2687
2688.. _reaping:
2689
2690Reaping Old Metadata Blocks
2691---------------------------
2692
2693Whenever online fsck builds a new data structure to replace one that is
2694suspect, there is a question of how to find and dispose of the blocks that
2695belonged to the old structure.
2696The laziest method of course is not to deal with them at all, but this slowly
2697leads to service degradations as space leaks out of the filesystem.
2698Hopefully, someone will schedule a rebuild of the free space information to
2699plug all those leaks.
2700Offline repair rebuilds all space metadata after recording the usage of
2701the files and directories that it decides not to clear, hence it can build new
2702structures in the discovered free space and avoid the question of reaping.
2703
2704As part of a repair, online fsck relies heavily on the reverse mapping records
2705to find space that is owned by the corresponding rmap owner yet truly free.
2706Cross referencing rmap records with other rmap records is necessary because
2707there may be other data structures that also think they own some of those
2708blocks (e.g. crosslinked trees).
2709Permitting the block allocator to hand them out again will not push the system
2710towards consistency.
2711
2712For space metadata, the process of finding extents to dispose of generally
2713follows this format:
2714
27151. Create a bitmap of space used by data structures that must be preserved.
2716   The space reservations used to create the new metadata can be used here if
2717   the same rmap owner code is used to denote all of the objects being rebuilt.
2718
27192. Survey the reverse mapping data to create a bitmap of space owned by the
2720   same ``XFS_RMAP_OWN_*`` number for the metadata that is being preserved.
2721
27223. Use the bitmap disunion operator to subtract (1) from (2).
2723   The remaining set bits represent candidate extents that could be freed.
2724   The process moves on to step 4 below.
2725
2726Repairs for file-based metadata such as extended attributes, directories,
2727symbolic links, quota files and realtime bitmaps are performed by building a
2728new structure attached to a temporary file and exchanging all mappings in the
2729file forks.
2730Afterward, the mappings in the old file fork are the candidate blocks for
2731disposal.
2732
2733The process for disposing of old extents is as follows:
2734
27354. For each candidate extent, count the number of reverse mapping records for
2736   the first block in that extent that do not have the same rmap owner for the
2737   data structure being repaired.
2738
2739   - If zero, the block has a single owner and can be freed.
2740
2741   - If not, the block is part of a crosslinked structure and must not be
2742     freed.
2743
27445. Starting with the next block in the extent, figure out how many more blocks
2745   have the same zero/nonzero other owner status as that first block.
2746
27476. If the region is crosslinked, delete the reverse mapping entry for the
2748   structure being repaired and move on to the next region.
2749
27507. If the region is to be freed, mark any corresponding buffers in the buffer
2751   cache as stale to prevent log writeback.
2752
27538. Free the region and move on.
2754
2755However, there is one complication to this procedure.
2756Transactions are of finite size, so the reaping process must be careful to roll
2757the transactions to avoid overruns.
2758Overruns come from two sources:
2759
2760a. EFIs logged on behalf of space that is no longer occupied
2761
2762b. Log items for buffer invalidations
2763
2764This is also a window in which a crash during the reaping process can leak
2765blocks.
2766As stated earlier, online repair functions use very large transactions to
2767minimize the chances of this occurring.
2768
2769Case Study: Reaping After a Regular Btree Repair
2770````````````````````````````````````````````````
2771
2772Old reference count and inode btrees are the easiest to reap because they have
2773rmap records with special owner codes: ``XFS_RMAP_OWN_REFC`` for the refcount
2774btree, and ``XFS_RMAP_OWN_INOBT`` for the inode and free inode btrees.
2775Creating a list of extents to reap the old btree blocks is quite simple,
2776conceptually:
2777
27781. Lock the relevant AGI/AGF header buffers to prevent allocation and frees.
2779
27802. For each reverse mapping record with an rmap owner corresponding to the
2781   metadata structure being rebuilt, set the corresponding range in a bitmap.
2782
27833. Walk the current data structures that have the same rmap owner.
2784   For each block visited, clear that range in the above bitmap.
2785
27864. Each set bit in the bitmap represents a block that could be a block from the
2787   old data structures and hence is a candidate for reaping.
2788   In other words, ``(rmap_records_owned_by & ~blocks_reachable_by_walk)``
2789   are the blocks that might be freeable.
2790
2791If it is possible to maintain the AGF lock throughout the repair (which is the
2792common case), then step 2 can be performed at the same time as the reverse
2793mapping record walk that creates the records for the new btree.
2794
2795Case Study: Rebuilding the Free Space Indices
2796`````````````````````````````````````````````
2797
2798The high level process to rebuild the free space indices is:
2799
28001. Walk the reverse mapping records to generate ``struct xfs_alloc_rec_incore``
2801   records from the gaps in the reverse mapping btree.
2802
28032. Append the records to an xfarray.
2804
28053. Use the ``xfs_btree_bload_compute_geometry`` function to compute the number
2806   of blocks needed for each new tree.
2807
28084. Allocate the number of blocks computed in the previous step from the free
2809   space information collected.
2810
28115. Use ``xfs_btree_bload`` to write the xfarray records to btree blocks and
2812   generate the internal node blocks for the free space by length index.
2813   Call it again for the free space by block number index.
2814
28156. Commit the locations of the new btree root blocks to the AGF.
2816
28177. Reap the old btree blocks by looking for space that is not recorded by the
2818   reverse mapping btree, the new free space btrees, or the AGFL.
2819
2820Repairing the free space btrees has three key complications over a regular
2821btree repair:
2822
2823First, free space is not explicitly tracked in the reverse mapping records.
2824Hence, the new free space records must be inferred from gaps in the physical
2825space component of the keyspace of the reverse mapping btree.
2826
2827Second, free space repairs cannot use the common btree reservation code because
2828new blocks are reserved out of the free space btrees.
2829This is impossible when repairing the free space btrees themselves.
2830However, repair holds the AGF buffer lock for the duration of the free space
2831index reconstruction, so it can use the collected free space information to
2832supply the blocks for the new free space btrees.
2833It is not necessary to back each reserved extent with an EFI because the new
2834free space btrees are constructed in what the ondisk filesystem thinks is
2835unowned space.
2836However, if reserving blocks for the new btrees from the collected free space
2837information changes the number of free space records, repair must re-estimate
2838the new free space btree geometry with the new record count until the
2839reservation is sufficient.
2840As part of committing the new btrees, repair must ensure that reverse mappings
2841are created for the reserved blocks and that unused reserved blocks are
2842inserted into the free space btrees.
2843Deferrred rmap and freeing operations are used to ensure that this transition
2844is atomic, similar to the other btree repair functions.
2845
2846Third, finding the blocks to reap after the repair is not overly
2847straightforward.
2848Blocks for the free space btrees and the reverse mapping btrees are supplied by
2849the AGFL.
2850Blocks put onto the AGFL have reverse mapping records with the owner
2851``XFS_RMAP_OWN_AG``.
2852This ownership is retained when blocks move from the AGFL into the free space
2853btrees or the reverse mapping btrees.
2854When repair walks reverse mapping records to synthesize free space records, it
2855creates a bitmap (``ag_owner_bitmap``) of all the space claimed by
2856``XFS_RMAP_OWN_AG`` records.
2857The repair context maintains a second bitmap corresponding to the rmap btree
2858blocks and the AGFL blocks (``rmap_agfl_bitmap``).
2859When the walk is complete, the bitmap disunion operation ``(ag_owner_bitmap &
2860~rmap_agfl_bitmap)`` computes the extents that are used by the old free space
2861btrees.
2862These blocks can then be reaped using the methods outlined above.
2863
2864.. _rmap_reap:
2865
2866Case Study: Reaping After Repairing Reverse Mapping Btrees
2867``````````````````````````````````````````````````````````
2868
2869Old reverse mapping btrees are less difficult to reap after a repair.
2870As mentioned in the previous section, blocks on the AGFL, the two free space
2871btree blocks, and the reverse mapping btree blocks all have reverse mapping
2872records with ``XFS_RMAP_OWN_AG`` as the owner.
2873The full process of gathering reverse mapping records and building a new btree
2874are described in the case study of
2875:ref:`live rebuilds of rmap data <rmap_repair>`, but a crucial point from that
2876discussion is that the new rmap btree will not contain any records for the old
2877rmap btree, nor will the old btree blocks be tracked in the free space btrees.
2878The list of candidate reaping blocks is computed by setting the bits
2879corresponding to the gaps in the new rmap btree records, and then clearing the
2880bits corresponding to extents in the free space btrees and the current AGFL
2881blocks.
2882The result ``(new_rmapbt_gaps & ~(agfl | bnobt_records))`` are reaped using the
2883methods outlined above.
2884
2885The rest of the process of rebuildng the reverse mapping btree is discussed
2886in a separate :ref:`case study<rmap_repair>`.
2887
2888Case Study: Rebuilding the AGFL
2889```````````````````````````````
2890
2891The allocation group free block list (AGFL) is repaired as follows:
2892
28931. Create a bitmap for all the space that the reverse mapping data claims is
2894   owned by ``XFS_RMAP_OWN_AG``.
2895
28962. Subtract the space used by the two free space btrees and the rmap btree.
2897
28983. Subtract any space that the reverse mapping data claims is owned by any
2899   other owner, to avoid re-adding crosslinked blocks to the AGFL.
2900
29014. Once the AGFL is full, reap any blocks leftover.
2902
29035. The next operation to fix the freelist will right-size the list.
2904
2905See `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.
2906
2907Inode Record Repairs
2908--------------------
2909
2910Inode records must be handled carefully, because they have both ondisk records
2911("dinodes") and an in-memory ("cached") representation.
2912There is a very high potential for cache coherency issues if online fsck is not
2913careful to access the ondisk metadata *only* when the ondisk metadata is so
2914badly damaged that the filesystem cannot load the in-memory representation.
2915When online fsck wants to open a damaged file for scrubbing, it must use
2916specialized resource acquisition functions that return either the in-memory
2917representation *or* a lock on whichever object is necessary to prevent any
2918update to the ondisk location.
2919
2920The only repairs that should be made to the ondisk inode buffers are whatever
2921is necessary to get the in-core structure loaded.
2922This means fixing whatever is caught by the inode cluster buffer and inode fork
2923verifiers, and retrying the ``iget`` operation.
2924If the second ``iget`` fails, the repair has failed.
2925
2926Once the in-memory representation is loaded, repair can lock the inode and can
2927subject it to comprehensive checks, repairs, and optimizations.
2928Most inode attributes are easy to check and constrain, or are user-controlled
2929arbitrary bit patterns; these are both easy to fix.
2930Dealing with the data and attr fork extent counts and the file block counts is
2931more complicated, because computing the correct value requires traversing the
2932forks, or if that fails, leaving the fields invalid and waiting for the fork
2933fsck functions to run.
2934
2935Quota Record Repairs
2936--------------------
2937
2938Similar to inodes, quota records ("dquots") also have both ondisk records and
2939an in-memory representation, and hence are subject to the same cache coherency
2940issues.
2941Somewhat confusingly, both are known as dquots in the XFS codebase.
2942
2943The only repairs that should be made to the ondisk quota record buffers are
2944whatever is necessary to get the in-core structure loaded.
2945Once the in-memory representation is loaded, the only attributes needing
2946checking are obviously bad limits and timer values.
2947
2948Quota usage counters are checked, repaired, and discussed separately in the
2949section about :ref:`live quotacheck <quotacheck>`.
2950
2951.. _fscounters:
2952
2953Freezing to Fix Summary Counters
2954--------------------------------
2955
2956Filesystem summary counters track availability of filesystem resources such
2957as free blocks, free inodes, and allocated inodes.
2958This information could be compiled by walking the free space and inode indexes,
2959but this is a slow process, so XFS maintains a copy in the ondisk superblock
2960that should reflect the ondisk metadata, at least when the filesystem has been
2961unmounted cleanly.
2962For performance reasons, XFS also maintains incore copies of those counters,
2963which are key to enabling resource reservations for active transactions.
2964Writer threads reserve the worst-case quantities of resources from the
2965incore counter and give back whatever they don't use at commit time.
2966It is therefore only necessary to serialize on the superblock when the
2967superblock is being committed to disk.
2968
2969The lazy superblock counter feature introduced in XFS v5 took this even further
2970by training log recovery to recompute the summary counters from the AG headers,
2971which eliminated the need for most transactions even to touch the superblock.
2972The only time XFS commits the summary counters is at filesystem unmount.
2973To reduce contention even further, the incore counter is implemented as a
2974percpu counter, which means that each CPU is allocated a batch of blocks from a
2975global incore counter and can satisfy small allocations from the local batch.
2976
2977The high-performance nature of the summary counters makes it difficult for
2978online fsck to check them, since there is no way to quiesce a percpu counter
2979while the system is running.
2980Although online fsck can read the filesystem metadata to compute the correct
2981values of the summary counters, there's no way to hold the value of a percpu
2982counter stable, so it's quite possible that the counter will be out of date by
2983the time the walk is complete.
2984Earlier versions of online scrub would return to userspace with an incomplete
2985scan flag, but this is not a satisfying outcome for a system administrator.
2986For repairs, the in-memory counters must be stabilized while walking the
2987filesystem metadata to get an accurate reading and install it in the percpu
2988counter.
2989
2990To satisfy this requirement, online fsck must prevent other programs in the
2991system from initiating new writes to the filesystem, it must disable background
2992garbage collection threads, and it must wait for existing writer programs to
2993exit the kernel.
2994Once that has been established, scrub can walk the AG free space indexes, the
2995inode btrees, and the realtime bitmap to compute the correct value of all
2996four summary counters.
2997This is very similar to a filesystem freeze, though not all of the pieces are
2998necessary:
2999
3000- The final freeze state is set one higher than ``SB_FREEZE_COMPLETE`` to
3001  prevent other threads from thawing the filesystem, or other scrub threads
3002  from initiating another fscounters freeze.
3003
3004- It does not quiesce the log.
3005
3006With this code in place, it is now possible to pause the filesystem for just
3007long enough to check and correct the summary counters.
3008
3009+--------------------------------------------------------------------------+
3010| **Historical Sidebar**:                                                  |
3011+--------------------------------------------------------------------------+
3012| The initial implementation used the actual VFS filesystem freeze         |
3013| mechanism to quiesce filesystem activity.                                |
3014| With the filesystem frozen, it is possible to resolve the counter values |
3015| with exact precision, but there are many problems with calling the VFS   |
3016| methods directly:                                                        |
3017|                                                                          |
3018| - Other programs can unfreeze the filesystem without our knowledge.      |
3019|   This leads to incorrect scan results and incorrect repairs.            |
3020|                                                                          |
3021| - Adding an extra lock to prevent others from thawing the filesystem     |
3022|   required the addition of a ``->freeze_super`` function to wrap         |
3023|   ``freeze_fs()``.                                                       |
3024|   This in turn caused other subtle problems because it turns out that    |
3025|   the VFS ``freeze_super`` and ``thaw_super`` functions can drop the     |
3026|   last reference to the VFS superblock, and any subsequent access        |
3027|   becomes a UAF bug!                                                     |
3028|   This can happen if the filesystem is unmounted while the underlying    |
3029|   block device has frozen the filesystem.                                |
3030|   This problem could be solved by grabbing extra references to the       |
3031|   superblock, but it felt suboptimal given the other inadequacies of     |
3032|   this approach.                                                         |
3033|                                                                          |
3034| - The log need not be quiesced to check the summary counters, but a VFS  |
3035|   freeze initiates one anyway.                                           |
3036|   This adds unnecessary runtime to live fscounter fsck operations.       |
3037|                                                                          |
3038| - Quiescing the log means that XFS flushes the (possibly incorrect)      |
3039|   counters to disk as part of cleaning the log.                          |
3040|                                                                          |
3041| - A bug in the VFS meant that freeze could complete even when            |
3042|   sync_filesystem fails to flush the filesystem and returns an error.    |
3043|   This bug was fixed in Linux 5.17.                                      |
3044+--------------------------------------------------------------------------+
3045
3046Full Filesystem Scans
3047---------------------
3048
3049Certain types of metadata can only be checked by walking every file in the
3050entire filesystem to record observations and comparing the observations against
3051what's recorded on disk.
3052Like every other type of online repair, repairs are made by writing those
3053observations to disk in a replacement structure and committing it atomically.
3054However, it is not practical to shut down the entire filesystem to examine
3055hundreds of billions of files because the downtime would be excessive.
3056Therefore, online fsck must build the infrastructure to manage a live scan of
3057all the files in the filesystem.
3058There are two questions that need to be solved to perform a live walk:
3059
3060- How does scrub manage the scan while it is collecting data?
3061
3062- How does the scan keep abreast of changes being made to the system by other
3063  threads?
3064
3065.. _iscan:
3066
3067Coordinated Inode Scans
3068```````````````````````
3069
3070In the original Unix filesystems of the 1970s, each directory entry contained
3071an index number (*inumber*) which was used as an index into on ondisk array
3072(*itable*) of fixed-size records (*inodes*) describing a file's attributes and
3073its data block mapping.
3074This system is described by J. Lions, `"inode (5659)"
3075<http://www.lemis.com/grog/Documentation/Lions/>`_ in *Lions' Commentary on
3076UNIX, 6th Edition*, (Dept. of Computer Science, the University of New South
3077Wales, November 1977), pp. 18-2; and later by D. Ritchie and K. Thompson,
3078`"Implementation of the File System"
3079<https://archive.org/details/bstj57-6-1905/page/n8/mode/1up>`_, from *The UNIX
3080Time-Sharing System*, (The Bell System Technical Journal, July 1978), pp.
30811913-4.
3082
3083XFS retains most of this design, except now inumbers are search keys over all
3084the space in the data section filesystem.
3085They form a continuous keyspace that can be expressed as a 64-bit integer,
3086though the inodes themselves are sparsely distributed within the keyspace.
3087Scans proceed in a linear fashion across the inumber keyspace, starting from
3088``0x0`` and ending at ``0xFFFFFFFFFFFFFFFF``.
3089Naturally, a scan through a keyspace requires a scan cursor object to track the
3090scan progress.
3091Because this keyspace is sparse, this cursor contains two parts.
3092The first part of this scan cursor object tracks the inode that will be
3093examined next; call this the examination cursor.
3094Somewhat less obviously, the scan cursor object must also track which parts of
3095the keyspace have already been visited, which is critical for deciding if a
3096concurrent filesystem update needs to be incorporated into the scan data.
3097Call this the visited inode cursor.
3098
3099Advancing the scan cursor is a multi-step process encapsulated in
3100``xchk_iscan_iter``:
3101
31021. Lock the AGI buffer of the AG containing the inode pointed to by the visited
3103   inode cursor.
3104   This guarantee that inodes in this AG cannot be allocated or freed while
3105   advancing the cursor.
3106
31072. Use the per-AG inode btree to look up the next inumber after the one that
3108   was just visited, since it may not be keyspace adjacent.
3109
31103. If there are no more inodes left in this AG:
3111
3112   a. Move the examination cursor to the point of the inumber keyspace that
3113      corresponds to the start of the next AG.
3114
3115   b. Adjust the visited inode cursor to indicate that it has "visited" the
3116      last possible inode in the current AG's inode keyspace.
3117      XFS inumbers are segmented, so the cursor needs to be marked as having
3118      visited the entire keyspace up to just before the start of the next AG's
3119      inode keyspace.
3120
3121   c. Unlock the AGI and return to step 1 if there are unexamined AGs in the
3122      filesystem.
3123
3124   d. If there are no more AGs to examine, set both cursors to the end of the
3125      inumber keyspace.
3126      The scan is now complete.
3127
31284. Otherwise, there is at least one more inode to scan in this AG:
3129
3130   a. Move the examination cursor ahead to the next inode marked as allocated
3131      by the inode btree.
3132
3133   b. Adjust the visited inode cursor to point to the inode just prior to where
3134      the examination cursor is now.
3135      Because the scanner holds the AGI buffer lock, no inodes could have been
3136      created in the part of the inode keyspace that the visited inode cursor
3137      just advanced.
3138
31395. Get the incore inode for the inumber of the examination cursor.
3140   By maintaining the AGI buffer lock until this point, the scanner knows that
3141   it was safe to advance the examination cursor across the entire keyspace,
3142   and that it has stabilized this next inode so that it cannot disappear from
3143   the filesystem until the scan releases the incore inode.
3144
31456. Drop the AGI lock and return the incore inode to the caller.
3146
3147Online fsck functions scan all files in the filesystem as follows:
3148
31491. Start a scan by calling ``xchk_iscan_start``.
3150
31512. Advance the scan cursor (``xchk_iscan_iter``) to get the next inode.
3152   If one is provided:
3153
3154   a. Lock the inode to prevent updates during the scan.
3155
3156   b. Scan the inode.
3157
3158   c. While still holding the inode lock, adjust the visited inode cursor
3159      (``xchk_iscan_mark_visited``) to point to this inode.
3160
3161   d. Unlock and release the inode.
3162
31638. Call ``xchk_iscan_teardown`` to complete the scan.
3164
3165There are subtleties with the inode cache that complicate grabbing the incore
3166inode for the caller.
3167Obviously, it is an absolute requirement that the inode metadata be consistent
3168enough to load it into the inode cache.
3169Second, if the incore inode is stuck in some intermediate state, the scan
3170coordinator must release the AGI and push the main filesystem to get the inode
3171back into a loadable state.
3172
3173Inode Management
3174````````````````
3175
3176In regular filesystem code, references to allocated XFS incore inodes are
3177always obtained (``xfs_iget``) outside of transaction context because the
3178creation of the incore context for an existing file does not require metadata
3179updates.
3180However, it is important to note that references to incore inodes obtained as
3181part of file creation must be performed in transaction context because the
3182filesystem must ensure the atomicity of the ondisk inode btree index updates
3183and the initialization of the actual ondisk inode.
3184
3185References to incore inodes are always released (``xfs_irele``) outside of
3186transaction context because there are a handful of activities that might
3187require ondisk updates:
3188
3189- The VFS may decide to kick off writeback as part of a ``DONTCACHE`` inode
3190  release.
3191
3192- Speculative preallocations need to be unreserved.
3193
3194- An unlinked file may have lost its last reference, in which case the entire
3195  file must be inactivated, which involves releasing all of its resources in
3196  the ondisk metadata and freeing the inode.
3197
3198These activities are collectively called inode inactivation.
3199Inactivation has two parts -- the VFS part, which initiates writeback on all
3200dirty file pages, and the XFS part, which cleans up XFS-specific information
3201and frees the inode if it was unlinked.
3202If the inode is unlinked (or unconnected after a file handle operation), the
3203kernel drops the inode into the inactivation machinery immediately.
3204
3205During normal operation, resource acquisition for an update follows this order
3206to avoid deadlocks:
3207
32081. Inode reference (``iget``).
3209
32102. Filesystem freeze protection, if repairing (``mnt_want_write_file``).
3211
32123. Inode ``IOLOCK`` (VFS ``i_rwsem``) lock to control file IO.
3213
32144. Inode ``MMAPLOCK`` (page cache ``invalidate_lock``) lock for operations that
3215   can update page cache mappings.
3216
32175. Log feature enablement.
3218
32196. Transaction log space grant.
3220
32217. Space on the data and realtime devices for the transaction.
3222
32238. Incore dquot references, if a file is being repaired.
3224   Note that they are not locked, merely acquired.
3225
32269. Inode ``ILOCK`` for file metadata updates.
3227
322810. AG header buffer locks / Realtime metadata inode ILOCK.
3229
323011. Realtime metadata buffer locks, if applicable.
3231
323212. Extent mapping btree blocks, if applicable.
3233
3234Resources are often released in the reverse order, though this is not required.
3235However, online fsck differs from regular XFS operations because it may examine
3236an object that normally is acquired in a later stage of the locking order, and
3237then decide to cross-reference the object with an object that is acquired
3238earlier in the order.
3239The next few sections detail the specific ways in which online fsck takes care
3240to avoid deadlocks.
3241
3242iget and irele During a Scrub
3243^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
3244
3245An inode scan performed on behalf of a scrub operation runs in transaction
3246context, and possibly with resources already locked and bound to it.
3247This isn't much of a problem for ``iget`` since it can operate in the context
3248of an existing transaction, as long as all of the bound resources are acquired
3249before the inode reference in the regular filesystem.
3250
3251When the VFS ``iput`` function is given a linked inode with no other
3252references, it normally puts the inode on an LRU list in the hope that it can
3253save time if another process re-opens the file before the system runs out
3254of memory and frees it.
3255Filesystem callers can short-circuit the LRU process by setting a ``DONTCACHE``
3256flag on the inode to cause the kernel to try to drop the inode into the
3257inactivation machinery immediately.
3258
3259In the past, inactivation was always done from the process that dropped the
3260inode, which was a problem for scrub because scrub may already hold a
3261transaction, and XFS does not support nesting transactions.
3262On the other hand, if there is no scrub transaction, it is desirable to drop
3263otherwise unused inodes immediately to avoid polluting caches.
3264To capture these nuances, the online fsck code has a separate ``xchk_irele``
3265function to set or clear the ``DONTCACHE`` flag to get the required release
3266behavior.
3267
3268.. _ilocking:
3269
3270Locking Inodes
3271^^^^^^^^^^^^^^
3272
3273In regular filesystem code, the VFS and XFS will acquire multiple IOLOCK locks
3274in a well-known order: parent → child when updating the directory tree, and
3275in numerical order of the addresses of their ``struct inode`` object otherwise.
3276For regular files, the MMAPLOCK can be acquired after the IOLOCK to stop page
3277faults.
3278If two MMAPLOCKs must be acquired, they are acquired in numerical order of
3279the addresses of their ``struct address_space`` objects.
3280Due to the structure of existing filesystem code, IOLOCKs and MMAPLOCKs must be
3281acquired before transactions are allocated.
3282If two ILOCKs must be acquired, they are acquired in inumber order.
3283
3284Inode lock acquisition must be done carefully during a coordinated inode scan.
3285Online fsck cannot abide these conventions, because for a directory tree
3286scanner, the scrub process holds the IOLOCK of the file being scanned and it
3287needs to take the IOLOCK of the file at the other end of the directory link.
3288If the directory tree is corrupt because it contains a cycle, ``xfs_scrub``
3289cannot use the regular inode locking functions and avoid becoming trapped in an
3290ABBA deadlock.
3291
3292Solving both of these problems is straightforward -- any time online fsck
3293needs to take a second lock of the same class, it uses trylock to avoid an ABBA
3294deadlock.
3295If the trylock fails, scrub drops all inode locks and use trylock loops to
3296(re)acquire all necessary resources.
3297Trylock loops enable scrub to check for pending fatal signals, which is how
3298scrub avoids deadlocking the filesystem or becoming an unresponsive process.
3299However, trylock loops means that online fsck must be prepared to measure the
3300resource being scrubbed before and after the lock cycle to detect changes and
3301react accordingly.
3302
3303.. _dirparent:
3304
3305Case Study: Finding a Directory Parent
3306^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
3307
3308Consider the directory parent pointer repair code as an example.
3309Online fsck must verify that the dotdot dirent of a directory points up to a
3310parent directory, and that the parent directory contains exactly one dirent
3311pointing down to the child directory.
3312Fully validating this relationship (and repairing it if possible) requires a
3313walk of every directory on the filesystem while holding the child locked, and
3314while updates to the directory tree are being made.
3315The coordinated inode scan provides a way to walk the filesystem without the
3316possibility of missing an inode.
3317The child directory is kept locked to prevent updates to the dotdot dirent, but
3318if the scanner fails to lock a parent, it can drop and relock both the child
3319and the prospective parent.
3320If the dotdot entry changes while the directory is unlocked, then a move or
3321rename operation must have changed the child's parentage, and the scan can
3322exit early.
3323
3324.. _fshooks:
3325
3326Filesystem Hooks
3327`````````````````
3328
3329The second piece of support that online fsck functions need during a full
3330filesystem scan is the ability to stay informed about updates being made by
3331other threads in the filesystem, since comparisons against the past are useless
3332in a dynamic environment.
3333Two pieces of Linux kernel infrastructure enable online fsck to monitor regular
3334filesystem operations: filesystem hooks and :ref:`static keys<jump_labels>`.
3335
3336Filesystem hooks convey information about an ongoing filesystem operation to
3337a downstream consumer.
3338In this case, the downstream consumer is always an online fsck function.
3339Because multiple fsck functions can run in parallel, online fsck uses the Linux
3340notifier call chain facility to dispatch updates to any number of interested
3341fsck processes.
3342Call chains are a dynamic list, which means that they can be configured at
3343run time.
3344Because these hooks are private to the XFS module, the information passed along
3345contains exactly what the checking function needs to update its observations.
3346
3347The current implementation of XFS hooks uses SRCU notifier chains to reduce the
3348impact to highly threaded workloads.
3349Regular blocking notifier chains use a rwsem and seem to have a much lower
3350overhead for single-threaded applications.
3351However, it may turn out that the combination of blocking chains and static
3352keys are a more performant combination; more study is needed here.
3353
3354The following pieces are necessary to hook a certain point in the filesystem:
3355
3356- A ``struct xfs_hooks`` object must be embedded in a convenient place such as
3357  a well-known incore filesystem object.
3358
3359- Each hook must define an action code and a structure containing more context
3360  about the action.
3361
3362- Hook providers should provide appropriate wrapper functions and structs
3363  around the ``xfs_hooks`` and ``xfs_hook`` objects to take advantage of type
3364  checking to ensure correct usage.
3365
3366- A callsite in the regular filesystem code must be chosen to call
3367  ``xfs_hooks_call`` with the action code and data structure.
3368  This place should be adjacent to (and not earlier than) the place where
3369  the filesystem update is committed to the transaction.
3370  In general, when the filesystem calls a hook chain, it should be able to
3371  handle sleeping and should not be vulnerable to memory reclaim or locking
3372  recursion.
3373  However, the exact requirements are very dependent on the context of the hook
3374  caller and the callee.
3375
3376- The online fsck function should define a structure to hold scan data, a lock
3377  to coordinate access to the scan data, and a ``struct xfs_hook`` object.
3378  The scanner function and the regular filesystem code must acquire resources
3379  in the same order; see the next section for details.
3380
3381- The online fsck code must contain a C function to catch the hook action code
3382  and data structure.
3383  If the object being updated has already been visited by the scan, then the
3384  hook information must be applied to the scan data.
3385
3386- Prior to unlocking inodes to start the scan, online fsck must call
3387  ``xfs_hooks_setup`` to initialize the ``struct xfs_hook``, and
3388  ``xfs_hooks_add`` to enable the hook.
3389
3390- Online fsck must call ``xfs_hooks_del`` to disable the hook once the scan is
3391  complete.
3392
3393The number of hooks should be kept to a minimum to reduce complexity.
3394Static keys are used to reduce the overhead of filesystem hooks to nearly
3395zero when online fsck is not running.
3396
3397.. _liveupdate:
3398
3399Live Updates During a Scan
3400``````````````````````````
3401
3402The code paths of the online fsck scanning code and the :ref:`hooked<fshooks>`
3403filesystem code look like this::
3404
3405            other program
3406                  ↓
3407            inode lock ←────────────────────┐
3408                  ↓                         │
3409            AG header lock                  │
3410                  ↓                         │
3411            filesystem function             │
3412                  ↓                         │
3413            notifier call chain             │    same
3414                  ↓                         ├─── inode
3415            scrub hook function             │    lock
3416                  ↓                         │
3417            scan data mutex ←──┐    same    │
3418                  ↓            ├─── scan    │
3419            update scan data   │    lock    │
3420                  ↑            │            │
3421            scan data mutex ←──┘            │
3422                  ↑                         │
3423            inode lock ←────────────────────┘
3424                  ↑
3425            scrub function
3426                  ↑
3427            inode scanner
3428                  ↑
3429            xfs_scrub
3430
3431These rules must be followed to ensure correct interactions between the
3432checking code and the code making an update to the filesystem:
3433
3434- Prior to invoking the notifier call chain, the filesystem function being
3435  hooked must acquire the same lock that the scrub scanning function acquires
3436  to scan the inode.
3437
3438- The scanning function and the scrub hook function must coordinate access to
3439  the scan data by acquiring a lock on the scan data.
3440
3441- Scrub hook function must not add the live update information to the scan
3442  observations unless the inode being updated has already been scanned.
3443  The scan coordinator has a helper predicate (``xchk_iscan_want_live_update``)
3444  for this.
3445
3446- Scrub hook functions must not change the caller's state, including the
3447  transaction that it is running.
3448  They must not acquire any resources that might conflict with the filesystem
3449  function being hooked.
3450
3451- The hook function can abort the inode scan to avoid breaking the other rules.
3452
3453The inode scan APIs are pretty simple:
3454
3455- ``xchk_iscan_start`` starts a scan
3456
3457- ``xchk_iscan_iter`` grabs a reference to the next inode in the scan or
3458  returns zero if there is nothing left to scan
3459
3460- ``xchk_iscan_want_live_update`` to decide if an inode has already been
3461  visited in the scan.
3462  This is critical for hook functions to decide if they need to update the
3463  in-memory scan information.
3464
3465- ``xchk_iscan_mark_visited`` to mark an inode as having been visited in the
3466  scan
3467
3468- ``xchk_iscan_teardown`` to finish the scan
3469
3470.. _quotacheck:
3471
3472Case Study: Quota Counter Checking
3473^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
3474
3475It is useful to compare the mount time quotacheck code to the online repair
3476quotacheck code.
3477Mount time quotacheck does not have to contend with concurrent operations, so
3478it does the following:
3479
34801. Make sure the ondisk dquots are in good enough shape that all the incore
3481   dquots will actually load, and zero the resource usage counters in the
3482   ondisk buffer.
3483
34842. Walk every inode in the filesystem.
3485   Add each file's resource usage to the incore dquot.
3486
34873. Walk each incore dquot.
3488   If the incore dquot is not being flushed, add the ondisk buffer backing the
3489   incore dquot to a delayed write (delwri) list.
3490
34914. Write the buffer list to disk.
3492
3493Like most online fsck functions, online quotacheck can't write to regular
3494filesystem objects until the newly collected metadata reflect all filesystem
3495state.
3496Therefore, online quotacheck records file resource usage to a shadow dquot
3497index implemented with a sparse ``xfarray``, and only writes to the real dquots
3498once the scan is complete.
3499Handling transactional updates is tricky because quota resource usage updates
3500are handled in phases to minimize contention on dquots:
3501
35021. The inodes involved are joined and locked to a transaction.
3503
35042. For each dquot attached to the file:
3505
3506   a. The dquot is locked.
3507
3508   b. A quota reservation is added to the dquot's resource usage.
3509      The reservation is recorded in the transaction.
3510
3511   c. The dquot is unlocked.
3512
35133. Changes in actual quota usage are tracked in the transaction.
3514
35154. At transaction commit time, each dquot is examined again:
3516
3517   a. The dquot is locked again.
3518
3519   b. Quota usage changes are logged and unused reservation is given back to
3520      the dquot.
3521
3522   c. The dquot is unlocked.
3523
3524For online quotacheck, hooks are placed in steps 2 and 4.
3525The step 2 hook creates a shadow version of the transaction dquot context
3526(``dqtrx``) that operates in a similar manner to the regular code.
3527The step 4 hook commits the shadow ``dqtrx`` changes to the shadow dquots.
3528Notice that both hooks are called with the inode locked, which is how the
3529live update coordinates with the inode scanner.
3530
3531The quotacheck scan looks like this:
3532
35331. Set up a coordinated inode scan.
3534
35352. For each inode returned by the inode scan iterator:
3536
3537   a. Grab and lock the inode.
3538
3539   b. Determine that inode's resource usage (data blocks, inode counts,
3540      realtime blocks) and add that to the shadow dquots for the user, group,
3541      and project ids associated with the inode.
3542
3543   c. Unlock and release the inode.
3544
35453. For each dquot in the system:
3546
3547   a. Grab and lock the dquot.
3548
3549   b. Check the dquot against the shadow dquots created by the scan and updated
3550      by the live hooks.
3551
3552Live updates are key to being able to walk every quota record without
3553needing to hold any locks for a long duration.
3554If repairs are desired, the real and shadow dquots are locked and their
3555resource counts are set to the values in the shadow dquot.
3556
3557.. _nlinks:
3558
3559Case Study: File Link Count Checking
3560^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
3561
3562File link count checking also uses live update hooks.
3563The coordinated inode scanner is used to visit all directories on the
3564filesystem, and per-file link count records are stored in a sparse ``xfarray``
3565indexed by inumber.
3566During the scanning phase, each entry in a directory generates observation
3567data as follows:
3568
35691. If the entry is a dotdot (``'..'``) entry of the root directory, the
3570   directory's parent link count is bumped because the root directory's dotdot
3571   entry is self referential.
3572
35732. If the entry is a dotdot entry of a subdirectory, the parent's backref
3574   count is bumped.
3575
35763. If the entry is neither a dot nor a dotdot entry, the target file's parent
3577   count is bumped.
3578
35794. If the target is a subdirectory, the parent's child link count is bumped.
3580
3581A crucial point to understand about how the link count inode scanner interacts
3582with the live update hooks is that the scan cursor tracks which *parent*
3583directories have been scanned.
3584In other words, the live updates ignore any update about ``A → B`` when A has
3585not been scanned, even if B has been scanned.
3586Furthermore, a subdirectory A with a dotdot entry pointing back to B is
3587accounted as a backref counter in the shadow data for A, since child dotdot
3588entries affect the parent's link count.
3589Live update hooks are carefully placed in all parts of the filesystem that
3590create, change, or remove directory entries, since those operations involve
3591bumplink and droplink.
3592
3593For any file, the correct link count is the number of parents plus the number
3594of child subdirectories.
3595Non-directories never have children of any kind.
3596The backref information is used to detect inconsistencies in the number of
3597links pointing to child subdirectories and the number of dotdot entries
3598pointing back.
3599
3600After the scan completes, the link count of each file can be checked by locking
3601both the inode and the shadow data, and comparing the link counts.
3602A second coordinated inode scan cursor is used for comparisons.
3603Live updates are key to being able to walk every inode without needing to hold
3604any locks between inodes.
3605If repairs are desired, the inode's link count is set to the value in the
3606shadow information.
3607If no parents are found, the file must be :ref:`reparented <orphanage>` to the
3608orphanage to prevent the file from being lost forever.
3609
3610.. _rmap_repair:
3611
3612Case Study: Rebuilding Reverse Mapping Records
3613^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
3614
3615Most repair functions follow the same pattern: lock filesystem resources,
3616walk the surviving ondisk metadata looking for replacement metadata records,
3617and use an :ref:`in-memory array <xfarray>` to store the gathered observations.
3618The primary advantage of this approach is the simplicity and modularity of the
3619repair code -- code and data are entirely contained within the scrub module,
3620do not require hooks in the main filesystem, and are usually the most efficient
3621in memory use.
3622A secondary advantage of this repair approach is atomicity -- once the kernel
3623decides a structure is corrupt, no other threads can access the metadata until
3624the kernel finishes repairing and revalidating the metadata.
3625
3626For repairs going on within a shard of the filesystem, these advantages
3627outweigh the delays inherent in locking the shard while repairing parts of the
3628shard.
3629Unfortunately, repairs to the reverse mapping btree cannot use the "standard"
3630btree repair strategy because it must scan every space mapping of every fork of
3631every file in the filesystem, and the filesystem cannot stop.
3632Therefore, rmap repair foregoes atomicity between scrub and repair.
3633It combines a :ref:`coordinated inode scanner <iscan>`, :ref:`live update hooks
3634<liveupdate>`, and an :ref:`in-memory rmap btree <xfbtree>` to complete the
3635scan for reverse mapping records.
3636
36371. Set up an xfbtree to stage rmap records.
3638
36392. While holding the locks on the AGI and AGF buffers acquired during the
3640   scrub, generate reverse mappings for all AG metadata: inodes, btrees, CoW
3641   staging extents, and the internal log.
3642
36433. Set up an inode scanner.
3644
36454. Hook into rmap updates for the AG being repaired so that the live scan data
3646   can receive updates to the rmap btree from the rest of the filesystem during
3647   the file scan.
3648
36495. For each space mapping found in either fork of each file scanned,
3650   decide if the mapping matches the AG of interest.
3651   If so:
3652
3653   a. Create a btree cursor for the in-memory btree.
3654
3655   b. Use the rmap code to add the record to the in-memory btree.
3656
3657   c. Use the :ref:`special commit function <xfbtree_commit>` to write the
3658      xfbtree changes to the xfile.
3659
36606. For each live update received via the hook, decide if the owner has already
3661   been scanned.
3662   If so, apply the live update into the scan data:
3663
3664   a. Create a btree cursor for the in-memory btree.
3665
3666   b. Replay the operation into the in-memory btree.
3667
3668   c. Use the :ref:`special commit function <xfbtree_commit>` to write the
3669      xfbtree changes to the xfile.
3670      This is performed with an empty transaction to avoid changing the
3671      caller's state.
3672
36737. When the inode scan finishes, create a new scrub transaction and relock the
3674   two AG headers.
3675
36768. Compute the new btree geometry using the number of rmap records in the
3677   shadow btree, like all other btree rebuilding functions.
3678
36799. Allocate the number of blocks computed in the previous step.
3680
368110. Perform the usual btree bulk loading and commit to install the new rmap
3682    btree.
3683
368411. Reap the old rmap btree blocks as discussed in the case study about how
3685    to :ref:`reap after rmap btree repair <rmap_reap>`.
3686
368712. Free the xfbtree now that it not needed.
3688
3689Staging Repairs with Temporary Files on Disk
3690--------------------------------------------
3691
3692XFS stores a substantial amount of metadata in file forks: directories,
3693extended attributes, symbolic link targets, free space bitmaps and summary
3694information for the realtime volume, and quota records.
3695File forks map 64-bit logical file fork space extents to physical storage space
3696extents, similar to how a memory management unit maps 64-bit virtual addresses
3697to physical memory addresses.
3698Therefore, file-based tree structures (such as directories and extended
3699attributes) use blocks mapped in the file fork offset address space that point
3700to other blocks mapped within that same address space, and file-based linear
3701structures (such as bitmaps and quota records) compute array element offsets in
3702the file fork offset address space.
3703
3704Because file forks can consume as much space as the entire filesystem, repairs
3705cannot be staged in memory, even when a paging scheme is available.
3706Therefore, online repair of file-based metadata createas a temporary file in
3707the XFS filesystem, writes a new structure at the correct offsets into the
3708temporary file, and atomically exchanges all file fork mappings (and hence the
3709fork contents) to commit the repair.
3710Once the repair is complete, the old fork can be reaped as necessary; if the
3711system goes down during the reap, the iunlink code will delete the blocks
3712during log recovery.
3713
3714**Note**: All space usage and inode indices in the filesystem *must* be
3715consistent to use a temporary file safely!
3716This dependency is the reason why online repair can only use pageable kernel
3717memory to stage ondisk space usage information.
3718
3719Exchanging metadata file mappings with a temporary file requires the owner
3720field of the block headers to match the file being repaired and not the
3721temporary file.
3722The directory, extended attribute, and symbolic link functions were all
3723modified to allow callers to specify owner numbers explicitly.
3724
3725There is a downside to the reaping process -- if the system crashes during the
3726reap phase and the fork extents are crosslinked, the iunlink processing will
3727fail because freeing space will find the extra reverse mappings and abort.
3728
3729Temporary files created for repair are similar to ``O_TMPFILE`` files created
3730by userspace.
3731They are not linked into a directory and the entire file will be reaped when
3732the last reference to the file is lost.
3733The key differences are that these files must have no access permission outside
3734the kernel at all, they must be specially marked to prevent them from being
3735opened by handle, and they must never be linked into the directory tree.
3736
3737+--------------------------------------------------------------------------+
3738| **Historical Sidebar**:                                                  |
3739+--------------------------------------------------------------------------+
3740| In the initial iteration of file metadata repair, the damaged metadata   |
3741| blocks would be scanned for salvageable data; the extents in the file    |
3742| fork would be reaped; and then a new structure would be built in its     |
3743| place.                                                                   |
3744| This strategy did not survive the introduction of the atomic repair      |
3745| requirement expressed earlier in this document.                          |
3746|                                                                          |
3747| The second iteration explored building a second structure at a high      |
3748| offset in the fork from the salvage data, reaping the old extents, and   |
3749| using a ``COLLAPSE_RANGE`` operation to slide the new extents into       |
3750| place.                                                                   |
3751|                                                                          |
3752| This had many drawbacks:                                                 |
3753|                                                                          |
3754| - Array structures are linearly addressed, and the regular filesystem    |
3755|   codebase does not have the concept of a linear offset that could be    |
3756|   applied to the record offset computation to build an alternate copy.   |
3757|                                                                          |
3758| - Extended attributes are allowed to use the entire attr fork offset     |
3759|   address space.                                                         |
3760|                                                                          |
3761| - Even if repair could build an alternate copy of a data structure in a  |
3762|   different part of the fork address space, the atomic repair commit     |
3763|   requirement means that online repair would have to be able to perform  |
3764|   a log assisted ``COLLAPSE_RANGE`` operation to ensure that the old     |
3765|   structure was completely replaced.                                     |
3766|                                                                          |
3767| - A crash after construction of the secondary tree but before the range  |
3768|   collapse would leave unreachable blocks in the file fork.              |
3769|   This would likely confuse things further.                              |
3770|                                                                          |
3771| - Reaping blocks after a repair is not a simple operation, and           |
3772|   initiating a reap operation from a restarted range collapse operation  |
3773|   during log recovery is daunting.                                       |
3774|                                                                          |
3775| - Directory entry blocks and quota records record the file fork offset   |
3776|   in the header area of each block.                                      |
3777|   An atomic range collapse operation would have to rewrite this part of  |
3778|   each block header.                                                     |
3779|   Rewriting a single field in block headers is not a huge problem, but   |
3780|   it's something to be aware of.                                         |
3781|                                                                          |
3782| - Each block in a directory or extended attributes btree index contains  |
3783|   sibling and child block pointers.                                      |
3784|   Were the atomic commit to use a range collapse operation, each block   |
3785|   would have to be rewritten very carefully to preserve the graph        |
3786|   structure.                                                             |
3787|   Doing this as part of a range collapse means rewriting a large number  |
3788|   of blocks repeatedly, which is not conducive to quick repairs.         |
3789|                                                                          |
3790| This lead to the introduction of temporary file staging.                 |
3791+--------------------------------------------------------------------------+
3792
3793Using a Temporary File
3794``````````````````````
3795
3796Online repair code should use the ``xrep_tempfile_create`` function to create a
3797temporary file inside the filesystem.
3798This allocates an inode, marks the in-core inode private, and attaches it to
3799the scrub context.
3800These files are hidden from userspace, may not be added to the directory tree,
3801and must be kept private.
3802
3803Temporary files only use two inode locks: the IOLOCK and the ILOCK.
3804The MMAPLOCK is not needed here, because there must not be page faults from
3805userspace for data fork blocks.
3806The usage patterns of these two locks are the same as for any other XFS file --
3807access to file data are controlled via the IOLOCK, and access to file metadata
3808are controlled via the ILOCK.
3809Locking helpers are provided so that the temporary file and its lock state can
3810be cleaned up by the scrub context.
3811To comply with the nested locking strategy laid out in the :ref:`inode
3812locking<ilocking>` section, it is recommended that scrub functions use the
3813xrep_tempfile_ilock*_nowait lock helpers.
3814
3815Data can be written to a temporary file by two means:
3816
38171. ``xrep_tempfile_copyin`` can be used to set the contents of a regular
3818   temporary file from an xfile.
3819
38202. The regular directory, symbolic link, and extended attribute functions can
3821   be used to write to the temporary file.
3822
3823Once a good copy of a data file has been constructed in a temporary file, it
3824must be conveyed to the file being repaired, which is the topic of the next
3825section.
3826
3827Logged File Content Exchanges
3828-----------------------------
3829
3830Once repair builds a temporary file with a new data structure written into
3831it, it must commit the new changes into the existing file.
3832It is not possible to swap the inumbers of two files, so instead the new
3833metadata must replace the old.
3834This suggests the need for the ability to swap extents, but the existing extent
3835swapping code used by the file defragmenting tool ``xfs_fsr`` is not sufficient
3836for online repair because:
3837
3838a. When the reverse-mapping btree is enabled, the swap code must keep the
3839   reverse mapping information up to date with every exchange of mappings.
3840   Therefore, it can only exchange one mapping per transaction, and each
3841   transaction is independent.
3842
3843b. Reverse-mapping is critical for the operation of online fsck, so the old
3844   defragmentation code (which swapped entire extent forks in a single
3845   operation) is not useful here.
3846
3847c. Defragmentation is assumed to occur between two files with identical
3848   contents.
3849   For this use case, an incomplete exchange will not result in a user-visible
3850   change in file contents, even if the operation is interrupted.
3851
3852d. Online repair needs to swap the contents of two files that are by definition
3853   *not* identical.
3854   For directory and xattr repairs, the user-visible contents might be the
3855   same, but the contents of individual blocks may be very different.
3856
3857e. Old blocks in the file may be cross-linked with another structure and must
3858   not reappear if the system goes down mid-repair.
3859
3860These problems are overcome by creating a new deferred operation and a new type
3861of log intent item to track the progress of an operation to exchange two file
3862ranges.
3863The new exchange operation type chains together the same transactions used by
3864the reverse-mapping extent swap code, but records intermedia progress in the
3865log so that operations can be restarted after a crash.
3866This new functionality is called the file contents exchange (xfs_exchrange)
3867code.
3868The underlying implementation exchanges file fork mappings (xfs_exchmaps).
3869The new log item records the progress of the exchange to ensure that once an
3870exchange begins, it will always run to completion, even there are
3871interruptions.
3872The new ``XFS_SB_FEAT_INCOMPAT_EXCHRANGE`` incompatible feature flag
3873in the superblock protects these new log item records from being replayed on
3874old kernels.
3875
3876+--------------------------------------------------------------------------+
3877| **Sidebar: Using Log-Incompatible Feature Flags**                        |
3878+--------------------------------------------------------------------------+
3879| Starting with XFS v5, the superblock contains a                          |
3880| ``sb_features_log_incompat`` field to indicate that the log contains     |
3881| records that might not readable by all kernels that could mount this     |
3882| filesystem.                                                              |
3883| In short, log incompat features protect the log contents against kernels |
3884| that will not understand the contents.                                   |
3885| Unlike the other superblock feature bits, log incompat bits are          |
3886| ephemeral because an empty (clean) log does not need protection.         |
3887| The log cleans itself after its contents have been committed into the    |
3888| filesystem, either as part of an unmount or because the system is        |
3889| otherwise idle.                                                          |
3890| Because upper level code can be working on a transaction at the same     |
3891| time that the log cleans itself, it is necessary for upper level code to |
3892| communicate to the log when it is going to use a log incompatible        |
3893| feature.                                                                 |
3894|                                                                          |
3895| The log coordinates access to incompatible features through the use of   |
3896| one ``struct rw_semaphore`` for each feature.                            |
3897| The log cleaning code tries to take this rwsem in exclusive mode to      |
3898| clear the bit; if the lock attempt fails, the feature bit remains set.   |
3899| The code supporting a log incompat feature should create wrapper         |
3900| functions to obtain the log feature and call                             |
3901| ``xfs_add_incompat_log_feature`` to set the feature bits in the primary  |
3902| superblock.                                                              |
3903| The superblock update is performed transactionally, so the wrapper to    |
3904| obtain log assistance must be called just prior to the creation of the   |
3905| transaction that uses the functionality.                                 |
3906| For a file operation, this step must happen after taking the IOLOCK      |
3907| and the MMAPLOCK, but before allocating the transaction.                 |
3908| When the transaction is complete, the ``xlog_drop_incompat_feat``        |
3909| function is called to release the feature.                               |
3910| The feature bit will not be cleared from the superblock until the log    |
3911| becomes clean.                                                           |
3912|                                                                          |
3913| Log-assisted extended attribute updates and file content exchanges bothe |
3914| use log incompat features and provide convenience wrappers around the    |
3915| functionality.                                                           |
3916+--------------------------------------------------------------------------+
3917
3918Mechanics of a Logged File Content Exchange
3919```````````````````````````````````````````
3920
3921Exchanging contents between file forks is a complex task.
3922The goal is to exchange all file fork mappings between two file fork offset
3923ranges.
3924There are likely to be many extent mappings in each fork, and the edges of
3925the mappings aren't necessarily aligned.
3926Furthermore, there may be other updates that need to happen after the exchange,
3927such as exchanging file sizes, inode flags, or conversion of fork data to local
3928format.
3929This is roughly the format of the new deferred exchange-mapping work item:
3930
3931.. code-block:: c
3932
3933	struct xfs_exchmaps_intent {
3934	    /* Inodes participating in the operation. */
3935	    struct xfs_inode    *xmi_ip1;
3936	    struct xfs_inode    *xmi_ip2;
3937
3938	    /* File offset range information. */
3939	    xfs_fileoff_t       xmi_startoff1;
3940	    xfs_fileoff_t       xmi_startoff2;
3941	    xfs_filblks_t       xmi_blockcount;
3942
3943	    /* Set these file sizes after the operation, unless negative. */
3944	    xfs_fsize_t         xmi_isize1;
3945	    xfs_fsize_t         xmi_isize2;
3946
3947	    /* XFS_EXCHMAPS_* log operation flags */
3948	    uint64_t            xmi_flags;
3949	};
3950
3951The new log intent item contains enough information to track two logical fork
3952offset ranges: ``(inode1, startoff1, blockcount)`` and ``(inode2, startoff2,
3953blockcount)``.
3954Each step of an exchange operation exchanges the largest file range mapping
3955possible from one file to the other.
3956After each step in the exchange operation, the two startoff fields are
3957incremented and the blockcount field is decremented to reflect the progress
3958made.
3959The flags field captures behavioral parameters such as exchanging attr fork
3960mappings instead of the data fork and other work to be done after the exchange.
3961The two isize fields are used to exchange the file sizes at the end of the
3962operation if the file data fork is the target of the operation.
3963
3964When the exchange is initiated, the sequence of operations is as follows:
3965
39661. Create a deferred work item for the file mapping exchange.
3967   At the start, it should contain the entirety of the file block ranges to be
3968   exchanged.
3969
39702. Call ``xfs_defer_finish`` to process the exchange.
3971   This is encapsulated in ``xrep_tempexch_contents`` for scrub operations.
3972   This will log an extent swap intent item to the transaction for the deferred
3973   mapping exchange work item.
3974
39753. Until ``xmi_blockcount`` of the deferred mapping exchange work item is zero,
3976
3977   a. Read the block maps of both file ranges starting at ``xmi_startoff1`` and
3978      ``xmi_startoff2``, respectively, and compute the longest extent that can
3979      be exchanged in a single step.
3980      This is the minimum of the two ``br_blockcount`` s in the mappings.
3981      Keep advancing through the file forks until at least one of the mappings
3982      contains written blocks.
3983      Mutual holes, unwritten extents, and extent mappings to the same physical
3984      space are not exchanged.
3985
3986      For the next few steps, this document will refer to the mapping that came
3987      from file 1 as "map1", and the mapping that came from file 2 as "map2".
3988
3989   b. Create a deferred block mapping update to unmap map1 from file 1.
3990
3991   c. Create a deferred block mapping update to unmap map2 from file 2.
3992
3993   d. Create a deferred block mapping update to map map1 into file 2.
3994
3995   e. Create a deferred block mapping update to map map2 into file 1.
3996
3997   f. Log the block, quota, and extent count updates for both files.
3998
3999   g. Extend the ondisk size of either file if necessary.
4000
4001   h. Log a mapping exchange done log item for th mapping exchange intent log
4002      item that was read at the start of step 3.
4003
4004   i. Compute the amount of file range that has just been covered.
4005      This quantity is ``(map1.br_startoff + map1.br_blockcount -
4006      xmi_startoff1)``, because step 3a could have skipped holes.
4007
4008   j. Increase the starting offsets of ``xmi_startoff1`` and ``xmi_startoff2``
4009      by the number of blocks computed in the previous step, and decrease
4010      ``xmi_blockcount`` by the same quantity.
4011      This advances the cursor.
4012
4013   k. Log a new mapping exchange intent log item reflecting the advanced state
4014      of the work item.
4015
4016   l. Return the proper error code (EAGAIN) to the deferred operation manager
4017      to inform it that there is more work to be done.
4018      The operation manager completes the deferred work in steps 3b-3e before
4019      moving back to the start of step 3.
4020
40214. Perform any post-processing.
4022   This will be discussed in more detail in subsequent sections.
4023
4024If the filesystem goes down in the middle of an operation, log recovery will
4025find the most recent unfinished mapping exchange log intent item and restart
4026from there.
4027This is how atomic file mapping exchanges guarantees that an outside observer
4028will either see the old broken structure or the new one, and never a mismash of
4029both.
4030
4031Preparation for File Content Exchanges
4032``````````````````````````````````````
4033
4034There are a few things that need to be taken care of before initiating an
4035atomic file mapping exchange operation.
4036First, regular files require the page cache to be flushed to disk before the
4037operation begins, and directio writes to be quiesced.
4038Like any filesystem operation, file mapping exchanges must determine the
4039maximum amount of disk space and quota that can be consumed on behalf of both
4040files in the operation, and reserve that quantity of resources to avoid an
4041unrecoverable out of space failure once it starts dirtying metadata.
4042The preparation step scans the ranges of both files to estimate:
4043
4044- Data device blocks needed to handle the repeated updates to the fork
4045  mappings.
4046- Change in data and realtime block counts for both files.
4047- Increase in quota usage for both files, if the two files do not share the
4048  same set of quota ids.
4049- The number of extent mappings that will be added to each file.
4050- Whether or not there are partially written realtime extents.
4051  User programs must never be able to access a realtime file extent that maps
4052  to different extents on the realtime volume, which could happen if the
4053  operation fails to run to completion.
4054
4055The need for precise estimation increases the run time of the exchange
4056operation, but it is very important to maintain correct accounting.
4057The filesystem must not run completely out of free space, nor can the mapping
4058exchange ever add more extent mappings to a fork than it can support.
4059Regular users are required to abide the quota limits, though metadata repairs
4060may exceed quota to resolve inconsistent metadata elsewhere.
4061
4062Special Features for Exchanging Metadata File Contents
4063``````````````````````````````````````````````````````
4064
4065Extended attributes, symbolic links, and directories can set the fork format to
4066"local" and treat the fork as a literal area for data storage.
4067Metadata repairs must take extra steps to support these cases:
4068
4069- If both forks are in local format and the fork areas are large enough, the
4070  exchange is performed by copying the incore fork contents, logging both
4071  forks, and committing.
4072  The atomic file mapping exchange mechanism is not necessary, since this can
4073  be done with a single transaction.
4074
4075- If both forks map blocks, then the regular atomic file mapping exchange is
4076  used.
4077
4078- Otherwise, only one fork is in local format.
4079  The contents of the local format fork are converted to a block to perform the
4080  exchange.
4081  The conversion to block format must be done in the same transaction that
4082  logs the initial mapping exchange intent log item.
4083  The regular atomic mapping exchange is used to exchange the metadata file
4084  mappings.
4085  Special flags are set on the exchange operation so that the transaction can
4086  be rolled one more time to convert the second file's fork back to local
4087  format so that the second file will be ready to go as soon as the ILOCK is
4088  dropped.
4089
4090Extended attributes and directories stamp the owning inode into every block,
4091but the buffer verifiers do not actually check the inode number!
4092Although there is no verification, it is still important to maintain
4093referential integrity, so prior to performing the mapping exchange, online
4094repair builds every block in the new data structure with the owner field of the
4095file being repaired.
4096
4097After a successful exchange operation, the repair operation must reap the old
4098fork blocks by processing each fork mapping through the standard :ref:`file
4099extent reaping <reaping>` mechanism that is done post-repair.
4100If the filesystem should go down during the reap part of the repair, the
4101iunlink processing at the end of recovery will free both the temporary file and
4102whatever blocks were not reaped.
4103However, this iunlink processing omits the cross-link detection of online
4104repair, and is not completely foolproof.
4105
4106Exchanging Temporary File Contents
4107``````````````````````````````````
4108
4109To repair a metadata file, online repair proceeds as follows:
4110
41111. Create a temporary repair file.
4112
41132. Use the staging data to write out new contents into the temporary repair
4114   file.
4115   The same fork must be written to as is being repaired.
4116
41173. Commit the scrub transaction, since the exchange resource estimation step
4118   must be completed before transaction reservations are made.
4119
41204. Call ``xrep_tempexch_trans_alloc`` to allocate a new scrub transaction with
4121   the appropriate resource reservations, locks, and fill out a ``struct
4122   xfs_exchmaps_req`` with the details of the exchange operation.
4123
41245. Call ``xrep_tempexch_contents`` to exchange the contents.
4125
41266. Commit the transaction to complete the repair.
4127
4128.. _rtsummary:
4129
4130Case Study: Repairing the Realtime Summary File
4131^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
4132
4133In the "realtime" section of an XFS filesystem, free space is tracked via a
4134bitmap, similar to Unix FFS.
4135Each bit in the bitmap represents one realtime extent, which is a multiple of
4136the filesystem block size between 4KiB and 1GiB in size.
4137The realtime summary file indexes the number of free extents of a given size to
4138the offset of the block within the realtime free space bitmap where those free
4139extents begin.
4140In other words, the summary file helps the allocator find free extents by
4141length, similar to what the free space by count (cntbt) btree does for the data
4142section.
4143
4144The summary file itself is a flat file (with no block headers or checksums!)
4145partitioned into ``log2(total rt extents)`` sections containing enough 32-bit
4146counters to match the number of blocks in the rt bitmap.
4147Each counter records the number of free extents that start in that bitmap block
4148and can satisfy a power-of-two allocation request.
4149
4150To check the summary file against the bitmap:
4151
41521. Take the ILOCK of both the realtime bitmap and summary files.
4153
41542. For each free space extent recorded in the bitmap:
4155
4156   a. Compute the position in the summary file that contains a counter that
4157      represents this free extent.
4158
4159   b. Read the counter from the xfile.
4160
4161   c. Increment it, and write it back to the xfile.
4162
41633. Compare the contents of the xfile against the ondisk file.
4164
4165To repair the summary file, write the xfile contents into the temporary file
4166and use atomic mapping exchange to commit the new contents.
4167The temporary file is then reaped.
4168
4169Case Study: Salvaging Extended Attributes
4170^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
4171
4172In XFS, extended attributes are implemented as a namespaced name-value store.
4173Values are limited in size to 64KiB, but there is no limit in the number of
4174names.
4175The attribute fork is unpartitioned, which means that the root of the attribute
4176structure is always in logical block zero, but attribute leaf blocks, dabtree
4177index blocks, and remote value blocks are intermixed.
4178Attribute leaf blocks contain variable-sized records that associate
4179user-provided names with the user-provided values.
4180Values larger than a block are allocated separate extents and written there.
4181If the leaf information expands beyond a single block, a directory/attribute
4182btree (``dabtree``) is created to map hashes of attribute names to entries
4183for fast lookup.
4184
4185Salvaging extended attributes is done as follows:
4186
41871. Walk the attr fork mappings of the file being repaired to find the attribute
4188   leaf blocks.
4189   When one is found,
4190
4191   a. Walk the attr leaf block to find candidate keys.
4192      When one is found,
4193
4194      1. Check the name for problems, and ignore the name if there are.
4195
4196      2. Retrieve the value.
4197         If that succeeds, add the name and value to the staging xfarray and
4198         xfblob.
4199
42002. If the memory usage of the xfarray and xfblob exceed a certain amount of
4201   memory or there are no more attr fork blocks to examine, unlock the file and
4202   add the staged extended attributes to the temporary file.
4203
42043. Use atomic file mapping exchange to exchange the new and old extended
4205   attribute structures.
4206   The old attribute blocks are now attached to the temporary file.
4207
42084. Reap the temporary file.
4209
4210Fixing Directories
4211------------------
4212
4213Fixing directories is difficult with currently available filesystem features,
4214since directory entries are not redundant.
4215The offline repair tool scans all inodes to find files with nonzero link count,
4216and then it scans all directories to establish parentage of those linked files.
4217Damaged files and directories are zapped, and files with no parent are
4218moved to the ``/lost+found`` directory.
4219It does not try to salvage anything.
4220
4221The best that online repair can do at this time is to read directory data
4222blocks and salvage any dirents that look plausible, correct link counts, and
4223move orphans back into the directory tree.
4224The salvage process is discussed in the case study at the end of this section.
4225The :ref:`file link count fsck <nlinks>` code takes care of fixing link counts
4226and moving orphans to the ``/lost+found`` directory.
4227
4228Case Study: Salvaging Directories
4229`````````````````````````````````
4230
4231Unlike extended attributes, directory blocks are all the same size, so
4232salvaging directories is straightforward:
4233
42341. Find the parent of the directory.
4235   If the dotdot entry is not unreadable, try to confirm that the alleged
4236   parent has a child entry pointing back to the directory being repaired.
4237   Otherwise, walk the filesystem to find it.
4238
42392. Walk the first partition of data fork of the directory to find the directory
4240   entry data blocks.
4241   When one is found,
4242
4243   a. Walk the directory data block to find candidate entries.
4244      When an entry is found:
4245
4246      i. Check the name for problems, and ignore the name if there are.
4247
4248      ii. Retrieve the inumber and grab the inode.
4249          If that succeeds, add the name, inode number, and file type to the
4250          staging xfarray and xblob.
4251
42523. If the memory usage of the xfarray and xfblob exceed a certain amount of
4253   memory or there are no more directory data blocks to examine, unlock the
4254   directory and add the staged dirents into the temporary directory.
4255   Truncate the staging files.
4256
42574. Use atomic file mapping exchange to exchange the new and old directory
4258   structures.
4259   The old directory blocks are now attached to the temporary file.
4260
42615. Reap the temporary file.
4262
4263**Future Work Question**: Should repair revalidate the dentry cache when
4264rebuilding a directory?
4265
4266*Answer*: Yes, it should.
4267
4268In theory it is necessary to scan all dentry cache entries for a directory to
4269ensure that one of the following apply:
4270
42711. The cached dentry reflects an ondisk dirent in the new directory.
4272
42732. The cached dentry no longer has a corresponding ondisk dirent in the new
4274   directory and the dentry can be purged from the cache.
4275
42763. The cached dentry no longer has an ondisk dirent but the dentry cannot be
4277   purged.
4278   This is the problem case.
4279
4280Unfortunately, the current dentry cache design doesn't provide a means to walk
4281every child dentry of a specific directory, which makes this a hard problem.
4282There is no known solution.
4283
4284Parent Pointers
4285```````````````
4286
4287A parent pointer is a piece of file metadata that enables a user to locate the
4288file's parent directory without having to traverse the directory tree from the
4289root.
4290Without them, reconstruction of directory trees is hindered in much the same
4291way that the historic lack of reverse space mapping information once hindered
4292reconstruction of filesystem space metadata.
4293The parent pointer feature, however, makes total directory reconstruction
4294possible.
4295
4296XFS parent pointers contain the information needed to identify the
4297corresponding directory entry in the parent directory.
4298In other words, child files use extended attributes to store pointers to
4299parents in the form ``(dirent_name) → (parent_inum, parent_gen)``.
4300The directory checking process can be strengthened to ensure that the target of
4301each dirent also contains a parent pointer pointing back to the dirent.
4302Likewise, each parent pointer can be checked by ensuring that the target of
4303each parent pointer is a directory and that it contains a dirent matching
4304the parent pointer.
4305Both online and offline repair can use this strategy.
4306
4307+--------------------------------------------------------------------------+
4308| **Historical Sidebar**:                                                  |
4309+--------------------------------------------------------------------------+
4310| Directory parent pointers were first proposed as an XFS feature more     |
4311| than a decade ago by SGI.                                                |
4312| Each link from a parent directory to a child file is mirrored with an    |
4313| extended attribute in the child that could be used to identify the       |
4314| parent directory.                                                        |
4315| Unfortunately, this early implementation had major shortcomings and was  |
4316| never merged into Linux XFS:                                             |
4317|                                                                          |
4318| 1. The XFS codebase of the late 2000s did not have the infrastructure to |
4319|    enforce strong referential integrity in the directory tree.           |
4320|    It did not guarantee that a change in a forward link would always be  |
4321|    followed up with the corresponding change to the reverse links.       |
4322|                                                                          |
4323| 2. Referential integrity was not integrated into offline repair.         |
4324|    Checking and repairs were performed on mounted filesystems without    |
4325|    taking any kernel or inode locks to coordinate access.                |
4326|    It is not clear how this actually worked properly.                    |
4327|                                                                          |
4328| 3. The extended attribute did not record the name of the directory entry |
4329|    in the parent, so the SGI parent pointer implementation cannot be     |
4330|    used to reconnect the directory tree.                                 |
4331|                                                                          |
4332| 4. Extended attribute forks only support 65,536 extents, which means     |
4333|    that parent pointer attribute creation is likely to fail at some      |
4334|    point before the maximum file link count is achieved.                 |
4335|                                                                          |
4336| The original parent pointer design was too unstable for something like   |
4337| a file system repair to depend on.                                       |
4338| Allison Henderson, Chandan Babu, and Catherine Hoang are working on a    |
4339| second implementation that solves all shortcomings of the first.         |
4340| During 2022, Allison introduced log intent items to track physical       |
4341| manipulations of the extended attribute structures.                      |
4342| This solves the referential integrity problem by making it possible to   |
4343| commit a dirent update and a parent pointer update in the same           |
4344| transaction.                                                             |
4345| Chandan increased the maximum extent counts of both data and attribute   |
4346| forks, thereby ensuring that the extended attribute structure can grow   |
4347| to handle the maximum hardlink count of any file.                        |
4348|                                                                          |
4349| For this second effort, the ondisk parent pointer format as originally   |
4350| proposed was ``(parent_inum, parent_gen, dirent_pos) → (dirent_name)``.  |
4351| The format was changed during development to eliminate the requirement   |
4352| of repair tools needing to ensure that the ``dirent_pos`` field always   |
4353| matched when reconstructing a directory.                                 |
4354|                                                                          |
4355| There were a few other ways to have solved that problem:                 |
4356|                                                                          |
4357| 1. The field could be designated advisory, since the other three values  |
4358|    are sufficient to find the entry in the parent.                       |
4359|    However, this makes indexed key lookup impossible while repairs are   |
4360|    ongoing.                                                              |
4361|                                                                          |
4362| 2. We could allow creating directory entries at specified offsets, which |
4363|    solves the referential integrity problem but runs the risk that       |
4364|    dirent creation will fail due to conflicts with the free space in the |
4365|    directory.                                                            |
4366|                                                                          |
4367|    These conflicts could be resolved by appending the directory entry    |
4368|    and amending the xattr code to support updating an xattr key and      |
4369|    reindexing the dabtree, though this would have to be performed with   |
4370|    the parent directory still locked.                                    |
4371|                                                                          |
4372| 3. Same as above, but remove the old parent pointer entry and add a new  |
4373|    one atomically.                                                       |
4374|                                                                          |
4375| 4. Change the ondisk xattr format to                                     |
4376|    ``(parent_inum, name) → (parent_gen)``, which would provide the attr  |
4377|    name uniqueness that we require, without forcing repair code to       |
4378|    update the dirent position.                                           |
4379|    Unfortunately, this requires changes to the xattr code to support     |
4380|    attr names as long as 263 bytes.                                      |
4381|                                                                          |
4382| 5. Change the ondisk xattr format to ``(parent_inum, hash(name)) →       |
4383|    (name, parent_gen)``.                                                 |
4384|    If the hash is sufficiently resistant to collisions (e.g. sha256)     |
4385|    then this should provide the attr name uniqueness that we require.    |
4386|    Names shorter than 247 bytes could be stored directly.                |
4387|                                                                          |
4388| 6. Change the ondisk xattr format to ``(dirent_name) → (parent_ino,      |
4389|    parent_gen)``.  This format doesn't require any of the complicated    |
4390|    nested name hashing of the previous suggestions.  However, it was     |
4391|    discovered that multiple hardlinks to the same inode with the same    |
4392|    filename caused performance problems with hashed xattr lookups, so    |
4393|    the parent inumber is now xor'd into the hash index.                  |
4394|                                                                          |
4395| In the end, it was decided that solution #6 was the most compact and the |
4396| most performant.  A new hash function was designed for parent pointers.  |
4397+--------------------------------------------------------------------------+
4398
4399
4400Case Study: Repairing Directories with Parent Pointers
4401^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
4402
4403Directory rebuilding uses a :ref:`coordinated inode scan <iscan>` and
4404a :ref:`directory entry live update hook <liveupdate>` as follows:
4405
44061. Set up a temporary directory for generating the new directory structure,
4407   an xfblob for storing entry names, and an xfarray for stashing the fixed
4408   size fields involved in a directory update: ``(child inumber, add vs.
4409   remove, name cookie, ftype)``.
4410
44112. Set up an inode scanner and hook into the directory entry code to receive
4412   updates on directory operations.
4413
44143. For each parent pointer found in each file scanned, decide if the parent
4415   pointer references the directory of interest.
4416   If so:
4417
4418   a. Stash the parent pointer name and an addname entry for this dirent in the
4419      xfblob and xfarray, respectively.
4420
4421   b. When finished scanning that file or the kernel memory consumption exceeds
4422      a threshold, flush the stashed updates to the temporary directory.
4423
44244. For each live directory update received via the hook, decide if the child
4425   has already been scanned.
4426   If so:
4427
4428   a. Stash the parent pointer name an addname or removename entry for this
4429      dirent update in the xfblob and xfarray for later.
4430      We cannot write directly to the temporary directory because hook
4431      functions are not allowed to modify filesystem metadata.
4432      Instead, we stash updates in the xfarray and rely on the scanner thread
4433      to apply the stashed updates to the temporary directory.
4434
44355. When the scan is complete, replay any stashed entries in the xfarray.
4436
44376. When the scan is complete, atomically exchange the contents of the temporary
4438   directory and the directory being repaired.
4439   The temporary directory now contains the damaged directory structure.
4440
44417. Reap the temporary directory.
4442
4443Case Study: Repairing Parent Pointers
4444^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
4445
4446Online reconstruction of a file's parent pointer information works similarly to
4447directory reconstruction:
4448
44491. Set up a temporary file for generating a new extended attribute structure,
4450   an xfblob for storing parent pointer names, and an xfarray for stashing the
4451   fixed size fields involved in a parent pointer update: ``(parent inumber,
4452   parent generation, add vs. remove, name cookie)``.
4453
44542. Set up an inode scanner and hook into the directory entry code to receive
4455   updates on directory operations.
4456
44573. For each directory entry found in each directory scanned, decide if the
4458   dirent references the file of interest.
4459   If so:
4460
4461   a. Stash the dirent name and an addpptr entry for this parent pointer in the
4462      xfblob and xfarray, respectively.
4463
4464   b. When finished scanning the directory or the kernel memory consumption
4465      exceeds a threshold, flush the stashed updates to the temporary file.
4466
44674. For each live directory update received via the hook, decide if the parent
4468   has already been scanned.
4469   If so:
4470
4471   a. Stash the dirent name and an addpptr or removepptr entry for this dirent
4472      update in the xfblob and xfarray for later.
4473      We cannot write parent pointers directly to the temporary file because
4474      hook functions are not allowed to modify filesystem metadata.
4475      Instead, we stash updates in the xfarray and rely on the scanner thread
4476      to apply the stashed parent pointer updates to the temporary file.
4477
44785. When the scan is complete, replay any stashed entries in the xfarray.
4479
44806. Copy all non-parent pointer extended attributes to the temporary file.
4481
44827. When the scan is complete, atomically exchange the mappings of the attribute
4483   forks of the temporary file and the file being repaired.
4484   The temporary file now contains the damaged extended attribute structure.
4485
44868. Reap the temporary file.
4487
4488Digression: Offline Checking of Parent Pointers
4489^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
4490
4491Examining parent pointers in offline repair works differently because corrupt
4492files are erased long before directory tree connectivity checks are performed.
4493Parent pointer checks are therefore a second pass to be added to the existing
4494connectivity checks:
4495
44961. After the set of surviving files has been established (phase 6),
4497   walk the surviving directories of each AG in the filesystem.
4498   This is already performed as part of the connectivity checks.
4499
45002. For each directory entry found,
4501
4502   a. If the name has already been stored in the xfblob, then use that cookie
4503      and skip the next step.
4504
4505   b. Otherwise, record the name in an xfblob, and remember the xfblob cookie.
4506      Unique mappings are critical for
4507
4508      1. Deduplicating names to reduce memory usage, and
4509
4510      2. Creating a stable sort key for the parent pointer indexes so that the
4511         parent pointer validation described below will work.
4512
4513   c. Store ``(child_ag_inum, parent_inum, parent_gen, name_hash, name_len,
4514      name_cookie)`` tuples in a per-AG in-memory slab.  The ``name_hash``
4515      referenced in this section is the regular directory entry name hash, not
4516      the specialized one used for parent pointer xattrs.
4517
45183. For each AG in the filesystem,
4519
4520   a. Sort the per-AG tuple set in order of ``child_ag_inum``, ``parent_inum``,
4521      ``name_hash``, and ``name_cookie``.
4522      Having a single ``name_cookie`` for each ``name`` is critical for
4523      handling the uncommon case of a directory containing multiple hardlinks
4524      to the same file where all the names hash to the same value.
4525
4526   b. For each inode in the AG,
4527
4528      1. Scan the inode for parent pointers.
4529         For each parent pointer found,
4530
4531         a. Validate the ondisk parent pointer.
4532            If validation fails, move on to the next parent pointer in the
4533            file.
4534
4535         b. If the name has already been stored in the xfblob, then use that
4536            cookie and skip the next step.
4537
4538         c. Record the name in a per-file xfblob, and remember the xfblob
4539            cookie.
4540
4541         d. Store ``(parent_inum, parent_gen, name_hash, name_len,
4542            name_cookie)`` tuples in a per-file slab.
4543
4544      2. Sort the per-file tuples in order of ``parent_inum``, ``name_hash``,
4545         and ``name_cookie``.
4546
4547      3. Position one slab cursor at the start of the inode's records in the
4548         per-AG tuple slab.
4549         This should be trivial since the per-AG tuples are in child inumber
4550         order.
4551
4552      4. Position a second slab cursor at the start of the per-file tuple slab.
4553
4554      5. Iterate the two cursors in lockstep, comparing the ``parent_ino``,
4555         ``name_hash``, and ``name_cookie`` fields of the records under each
4556         cursor:
4557
4558         a. If the per-AG cursor is at a lower point in the keyspace than the
4559            per-file cursor, then the per-AG cursor points to a missing parent
4560            pointer.
4561            Add the parent pointer to the inode and advance the per-AG
4562            cursor.
4563
4564         b. If the per-file cursor is at a lower point in the keyspace than
4565            the per-AG cursor, then the per-file cursor points to a dangling
4566            parent pointer.
4567            Remove the parent pointer from the inode and advance the per-file
4568            cursor.
4569
4570         c. Otherwise, both cursors point at the same parent pointer.
4571            Update the parent_gen component if necessary.
4572            Advance both cursors.
4573
45744. Move on to examining link counts, as we do today.
4575
4576Rebuilding directories from parent pointers in offline repair would be very
4577challenging because xfs_repair currently uses two single-pass scans of the
4578filesystem during phases 3 and 4 to decide which files are corrupt enough to be
4579zapped.
4580This scan would have to be converted into a multi-pass scan:
4581
45821. The first pass of the scan zaps corrupt inodes, forks, and attributes
4583   much as it does now.
4584   Corrupt directories are noted but not zapped.
4585
45862. The next pass records parent pointers pointing to the directories noted
4587   as being corrupt in the first pass.
4588   This second pass may have to happen after the phase 4 scan for duplicate
4589   blocks, if phase 4 is also capable of zapping directories.
4590
45913. The third pass resets corrupt directories to an empty shortform directory.
4592   Free space metadata has not been ensured yet, so repair cannot yet use the
4593   directory building code in libxfs.
4594
45954. At the start of phase 6, space metadata have been rebuilt.
4596   Use the parent pointer information recorded during step 2 to reconstruct
4597   the dirents and add them to the now-empty directories.
4598
4599This code has not yet been constructed.
4600
4601.. _dirtree:
4602
4603Case Study: Directory Tree Structure
4604^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
4605
4606As mentioned earlier, the filesystem directory tree is supposed to be a
4607directed acylic graph structure.
4608However, each node in this graph is a separate ``xfs_inode`` object with its
4609own locks, which makes validating the tree qualities difficult.
4610Fortunately, non-directories are allowed to have multiple parents and cannot
4611have children, so only directories need to be scanned.
4612Directories typically constitute 5-10% of the files in a filesystem, which
4613reduces the amount of work dramatically.
4614
4615If the directory tree could be frozen, it would be easy to discover cycles and
4616disconnected regions by running a depth (or breadth) first search downwards
4617from the root directory and marking a bitmap for each directory found.
4618At any point in the walk, trying to set an already set bit means there is a
4619cycle.
4620After the scan completes, XORing the marked inode bitmap with the inode
4621allocation bitmap reveals disconnected inodes.
4622However, one of online repair's design goals is to avoid locking the entire
4623filesystem unless it's absolutely necessary.
4624Directory tree updates can move subtrees across the scanner wavefront on a live
4625filesystem, so the bitmap algorithm cannot be applied.
4626
4627Directory parent pointers enable an incremental approach to validation of the
4628tree structure.
4629Instead of using one thread to scan the entire filesystem, multiple threads can
4630walk from individual subdirectories upwards towards the root.
4631For this to work, all directory entries and parent pointers must be internally
4632consistent, each directory entry must have a parent pointer, and the link
4633counts of all directories must be correct.
4634Each scanner thread must be able to take the IOLOCK of an alleged parent
4635directory while holding the IOLOCK of the child directory to prevent either
4636directory from being moved within the tree.
4637This is not possible since the VFS does not take the IOLOCK of a child
4638subdirectory when moving that subdirectory, so instead the scanner stabilizes
4639the parent -> child relationship by taking the ILOCKs and installing a dirent
4640update hook to detect changes.
4641
4642The scanning process uses a dirent hook to detect changes to the directories
4643mentioned in the scan data.
4644The scan works as follows:
4645
46461. For each subdirectory in the filesystem,
4647
4648   a. For each parent pointer of that subdirectory,
4649
4650      1. Create a path object for that parent pointer, and mark the
4651         subdirectory inode number in the path object's bitmap.
4652
4653      2. Record the parent pointer name and inode number in a path structure.
4654
4655      3. If the alleged parent is the subdirectory being scrubbed, the path is
4656         a cycle.
4657         Mark the path for deletion and repeat step 1a with the next
4658         subdirectory parent pointer.
4659
4660      4. Try to mark the alleged parent inode number in a bitmap in the path
4661         object.
4662         If the bit is already set, then there is a cycle in the directory
4663         tree.
4664         Mark the path as a cycle and repeat step 1a with the next subdirectory
4665         parent pointer.
4666
4667      5. Load the alleged parent.
4668         If the alleged parent is not a linked directory, abort the scan
4669         because the parent pointer information is inconsistent.
4670
4671      6. For each parent pointer of this alleged ancestor directory,
4672
4673         a. Record the parent pointer name and inode number in the path object
4674            if no parent has been set for that level.
4675
4676         b. If an ancestor has more than one parent, mark the path as corrupt.
4677            Repeat step 1a with the next subdirectory parent pointer.
4678
4679         c. Repeat steps 1a3-1a6 for the ancestor identified in step 1a6a.
4680            This repeats until the directory tree root is reached or no parents
4681            are found.
4682
4683      7. If the walk terminates at the root directory, mark the path as ok.
4684
4685      8. If the walk terminates without reaching the root, mark the path as
4686         disconnected.
4687
46882. If the directory entry update hook triggers, check all paths already found
4689   by the scan.
4690   If the entry matches part of a path, mark that path and the scan stale.
4691   When the scanner thread sees that the scan has been marked stale, it deletes
4692   all scan data and starts over.
4693
4694Repairing the directory tree works as follows:
4695
46961. Walk each path of the target subdirectory.
4697
4698   a. Corrupt paths and cycle paths are counted as suspect.
4699
4700   b. Paths already marked for deletion are counted as bad.
4701
4702   c. Paths that reached the root are counted as good.
4703
47042. If the subdirectory is either the root directory or has zero link count,
4705   delete all incoming directory entries in the immediate parents.
4706   Repairs are complete.
4707
47083. If the subdirectory has exactly one path, set the dotdot entry to the
4709   parent and exit.
4710
47114. If the subdirectory has at least one good path, delete all the other
4712   incoming directory entries in the immediate parents.
4713
47145. If the subdirectory has no good paths and more than one suspect path, delete
4715   all the other incoming directory entries in the immediate parents.
4716
47176. If the subdirectory has zero paths, attach it to the lost and found.
4718
4719.. _orphanage:
4720
4721The Orphanage
4722-------------
4723
4724Filesystems present files as a directed, and hopefully acyclic, graph.
4725In other words, a tree.
4726The root of the filesystem is a directory, and each entry in a directory points
4727downwards either to more subdirectories or to non-directory files.
4728Unfortunately, a disruption in the directory graph pointers result in a
4729disconnected graph, which makes files impossible to access via regular path
4730resolution.
4731
4732Without parent pointers, the directory parent pointer online scrub code can
4733detect a dotdot entry pointing to a parent directory that doesn't have a link
4734back to the child directory and the file link count checker can detect a file
4735that isn't pointed to by any directory in the filesystem.
4736If such a file has a positive link count, the file is an orphan.
4737
4738With parent pointers, directories can be rebuilt by scanning parent pointers
4739and parent pointers can be rebuilt by scanning directories.
4740This should reduce the incidence of files ending up in ``/lost+found``.
4741
4742When orphans are found, they should be reconnected to the directory tree.
4743Offline fsck solves the problem by creating a directory ``/lost+found`` to
4744serve as an orphanage, and linking orphan files into the orphanage by using the
4745inumber as the name.
4746Reparenting a file to the orphanage does not reset any of its permissions or
4747ACLs.
4748
4749This process is more involved in the kernel than it is in userspace.
4750The directory and file link count repair setup functions must use the regular
4751VFS mechanisms to create the orphanage directory with all the necessary
4752security attributes and dentry cache entries, just like a regular directory
4753tree modification.
4754
4755Orphaned files are adopted by the orphanage as follows:
4756
47571. Call ``xrep_orphanage_try_create`` at the start of the scrub setup function
4758   to try to ensure that the lost and found directory actually exists.
4759   This also attaches the orphanage directory to the scrub context.
4760
47612. If the decision is made to reconnect a file, take the IOLOCK of both the
4762   orphanage and the file being reattached.
4763   The ``xrep_orphanage_iolock_two`` function follows the inode locking
4764   strategy discussed earlier.
4765
47663. Use ``xrep_adoption_trans_alloc`` to reserve resources to the repair
4767   transaction.
4768
47694. Call ``xrep_orphanage_compute_name`` to compute the new name in the
4770   orphanage.
4771
47725. If the adoption is going to happen, call ``xrep_adoption_reparent`` to
4773   reparent the orphaned file into the lost and found and invalidate the dentry
4774   cache.
4775
47766. Call ``xrep_adoption_finish`` to commit any filesystem updates, release the
4777   orphanage ILOCK, and clean the scrub transaction.  Call
4778   ``xrep_adoption_commit`` to commit the updates and the scrub transaction.
4779
47807. If a runtime error happens, call ``xrep_adoption_cancel`` to release all
4781   resources.
4782
47836. Userspace Algorithms and Data Structures
4784===========================================
4785
4786This section discusses the key algorithms and data structures of the userspace
4787program, ``xfs_scrub``, that provide the ability to drive metadata checks and
4788repairs in the kernel, verify file data, and look for other potential problems.
4789
4790.. _scrubcheck:
4791
4792Checking Metadata
4793-----------------
4794
4795Recall the :ref:`phases of fsck work<scrubphases>` outlined earlier.
4796That structure follows naturally from the data dependencies designed into the
4797filesystem from its beginnings in 1993.
4798In XFS, there are several groups of metadata dependencies:
4799
4800a. Filesystem summary counts depend on consistency within the inode indices,
4801   the allocation group space btrees, and the realtime volume space
4802   information.
4803
4804b. Quota resource counts depend on consistency within the quota file data
4805   forks, inode indices, inode records, and the forks of every file on the
4806   system.
4807
4808c. The naming hierarchy depends on consistency within the directory and
4809   extended attribute structures.
4810   This includes file link counts.
4811
4812d. Directories, extended attributes, and file data depend on consistency within
4813   the file forks that map directory and extended attribute data to physical
4814   storage media.
4815
4816e. The file forks depends on consistency within inode records and the space
4817   metadata indices of the allocation groups and the realtime volume.
4818   This includes quota and realtime metadata files.
4819
4820f. Inode records depends on consistency within the inode metadata indices.
4821
4822g. Realtime space metadata depend on the inode records and data forks of the
4823   realtime metadata inodes.
4824
4825h. The allocation group metadata indices (free space, inodes, reference count,
4826   and reverse mapping btrees) depend on consistency within the AG headers and
4827   between all the AG metadata btrees.
4828
4829i. ``xfs_scrub`` depends on the filesystem being mounted and kernel support
4830   for online fsck functionality.
4831
4832Therefore, a metadata dependency graph is a convenient way to schedule checking
4833operations in the ``xfs_scrub`` program:
4834
4835- Phase 1 checks that the provided path maps to an XFS filesystem and detect
4836  the kernel's scrubbing abilities, which validates group (i).
4837
4838- Phase 2 scrubs groups (g) and (h) in parallel using a threaded workqueue.
4839
4840- Phase 3 scans inodes in parallel.
4841  For each inode, groups (f), (e), and (d) are checked, in that order.
4842
4843- Phase 4 repairs everything in groups (i) through (d) so that phases 5 and 6
4844  may run reliably.
4845
4846- Phase 5 starts by checking groups (b) and (c) in parallel before moving on
4847  to checking names.
4848
4849- Phase 6 depends on groups (i) through (b) to find file data blocks to verify,
4850  to read them, and to report which blocks of which files are affected.
4851
4852- Phase 7 checks group (a), having validated everything else.
4853
4854Notice that the data dependencies between groups are enforced by the structure
4855of the program flow.
4856
4857Parallel Inode Scans
4858--------------------
4859
4860An XFS filesystem can easily contain hundreds of millions of inodes.
4861Given that XFS targets installations with large high-performance storage,
4862it is desirable to scrub inodes in parallel to minimize runtime, particularly
4863if the program has been invoked manually from a command line.
4864This requires careful scheduling to keep the threads as evenly loaded as
4865possible.
4866
4867Early iterations of the ``xfs_scrub`` inode scanner naïvely created a single
4868workqueue and scheduled a single workqueue item per AG.
4869Each workqueue item walked the inode btree (with ``XFS_IOC_INUMBERS``) to find
4870inode chunks and then called bulkstat (``XFS_IOC_BULKSTAT``) to gather enough
4871information to construct file handles.
4872The file handle was then passed to a function to generate scrub items for each
4873metadata object of each inode.
4874This simple algorithm leads to thread balancing problems in phase 3 if the
4875filesystem contains one AG with a few large sparse files and the rest of the
4876AGs contain many smaller files.
4877The inode scan dispatch function was not sufficiently granular; it should have
4878been dispatching at the level of individual inodes, or, to constrain memory
4879consumption, inode btree records.
4880
4881Thanks to Dave Chinner, bounded workqueues in userspace enable ``xfs_scrub`` to
4882avoid this problem with ease by adding a second workqueue.
4883Just like before, the first workqueue is seeded with one workqueue item per AG,
4884and it uses INUMBERS to find inode btree chunks.
4885The second workqueue, however, is configured with an upper bound on the number
4886of items that can be waiting to be run.
4887Each inode btree chunk found by the first workqueue's workers are queued to the
4888second workqueue, and it is this second workqueue that queries BULKSTAT,
4889creates a file handle, and passes it to a function to generate scrub items for
4890each metadata object of each inode.
4891If the second workqueue is too full, the workqueue add function blocks the
4892first workqueue's workers until the backlog eases.
4893This doesn't completely solve the balancing problem, but reduces it enough to
4894move on to more pressing issues.
4895
4896.. _scrubrepair:
4897
4898Scheduling Repairs
4899------------------
4900
4901During phase 2, corruptions and inconsistencies reported in any AGI header or
4902inode btree are repaired immediately, because phase 3 relies on proper
4903functioning of the inode indices to find inodes to scan.
4904Failed repairs are rescheduled to phase 4.
4905Problems reported in any other space metadata are deferred to phase 4.
4906Optimization opportunities are always deferred to phase 4, no matter their
4907origin.
4908
4909During phase 3, corruptions and inconsistencies reported in any part of a
4910file's metadata are repaired immediately if all space metadata were validated
4911during phase 2.
4912Repairs that fail or cannot be repaired immediately are scheduled for phase 4.
4913
4914In the original design of ``xfs_scrub``, it was thought that repairs would be
4915so infrequent that the ``struct xfs_scrub_metadata`` objects used to
4916communicate with the kernel could also be used as the primary object to
4917schedule repairs.
4918With recent increases in the number of optimizations possible for a given
4919filesystem object, it became much more memory-efficient to track all eligible
4920repairs for a given filesystem object with a single repair item.
4921Each repair item represents a single lockable object -- AGs, metadata files,
4922individual inodes, or a class of summary information.
4923
4924Phase 4 is responsible for scheduling a lot of repair work in as quick a
4925manner as is practical.
4926The :ref:`data dependencies <scrubcheck>` outlined earlier still apply, which
4927means that ``xfs_scrub`` must try to complete the repair work scheduled by
4928phase 2 before trying repair work scheduled by phase 3.
4929The repair process is as follows:
4930
49311. Start a round of repair with a workqueue and enough workers to keep the CPUs
4932   as busy as the user desires.
4933
4934   a. For each repair item queued by phase 2,
4935
4936      i.   Ask the kernel to repair everything listed in the repair item for a
4937           given filesystem object.
4938
4939      ii.  Make a note if the kernel made any progress in reducing the number
4940           of repairs needed for this object.
4941
4942      iii. If the object no longer requires repairs, revalidate all metadata
4943           associated with this object.
4944           If the revalidation succeeds, drop the repair item.
4945           If not, requeue the item for more repairs.
4946
4947   b. If any repairs were made, jump back to 1a to retry all the phase 2 items.
4948
4949   c. For each repair item queued by phase 3,
4950
4951      i.   Ask the kernel to repair everything listed in the repair item for a
4952           given filesystem object.
4953
4954      ii.  Make a note if the kernel made any progress in reducing the number
4955           of repairs needed for this object.
4956
4957      iii. If the object no longer requires repairs, revalidate all metadata
4958           associated with this object.
4959           If the revalidation succeeds, drop the repair item.
4960           If not, requeue the item for more repairs.
4961
4962   d. If any repairs were made, jump back to 1c to retry all the phase 3 items.
4963
49642. If step 1 made any repair progress of any kind, jump back to step 1 to start
4965   another round of repair.
4966
49673. If there are items left to repair, run them all serially one more time.
4968   Complain if the repairs were not successful, since this is the last chance
4969   to repair anything.
4970
4971Corruptions and inconsistencies encountered during phases 5 and 7 are repaired
4972immediately.
4973Corrupt file data blocks reported by phase 6 cannot be recovered by the
4974filesystem.
4975
4976Checking Names for Confusable Unicode Sequences
4977-----------------------------------------------
4978
4979If ``xfs_scrub`` succeeds in validating the filesystem metadata by the end of
4980phase 4, it moves on to phase 5, which checks for suspicious looking names in
4981the filesystem.
4982These names consist of the filesystem label, names in directory entries, and
4983the names of extended attributes.
4984Like most Unix filesystems, XFS imposes the sparest of constraints on the
4985contents of a name:
4986
4987- Slashes and null bytes are not allowed in directory entries.
4988
4989- Null bytes are not allowed in userspace-visible extended attributes.
4990
4991- Null bytes are not allowed in the filesystem label.
4992
4993Directory entries and attribute keys store the length of the name explicitly
4994ondisk, which means that nulls are not name terminators.
4995For this section, the term "naming domain" refers to any place where names are
4996presented together -- all the names in a directory, or all the attributes of a
4997file.
4998
4999Although the Unix naming constraints are very permissive, the reality of most
5000modern-day Linux systems is that programs work with Unicode character code
5001points to support international languages.
5002These programs typically encode those code points in UTF-8 when interfacing
5003with the C library because the kernel expects null-terminated names.
5004In the common case, therefore, names found in an XFS filesystem are actually
5005UTF-8 encoded Unicode data.
5006
5007To maximize its expressiveness, the Unicode standard defines separate control
5008points for various characters that render similarly or identically in writing
5009systems around the world.
5010For example, the character "Cyrillic Small Letter A" U+0430 "а" often renders
5011identically to "Latin Small Letter A" U+0061 "a".
5012
5013The standard also permits characters to be constructed in multiple ways --
5014either by using a defined code point, or by combining one code point with
5015various combining marks.
5016For example, the character "Angstrom Sign U+212B "Å" can also be expressed
5017as "Latin Capital Letter A" U+0041 "A" followed by "Combining Ring Above"
5018U+030A "◌̊".
5019Both sequences render identically.
5020
5021Like the standards that preceded it, Unicode also defines various control
5022characters to alter the presentation of text.
5023For example, the character "Right-to-Left Override" U+202E can trick some
5024programs into rendering "moo\\xe2\\x80\\xaegnp.txt" as "mootxt.png".
5025A second category of rendering problems involves whitespace characters.
5026If the character "Zero Width Space" U+200B is encountered in a file name, the
5027name will render identically to a name that does not have the zero width
5028space.
5029
5030If two names within a naming domain have different byte sequences but render
5031identically, a user may be confused by it.
5032The kernel, in its indifference to upper level encoding schemes, permits this.
5033Most filesystem drivers persist the byte sequence names that are given to them
5034by the VFS.
5035
5036Techniques for detecting confusable names are explained in great detail in
5037sections 4 and 5 of the
5038`Unicode Security Mechanisms <https://unicode.org/reports/tr39/>`_
5039document.
5040When ``xfs_scrub`` detects UTF-8 encoding in use on a system, it uses the
5041Unicode normalization form NFD in conjunction with the confusable name
5042detection component of
5043`libicu <https://github.com/unicode-org/icu>`_
5044to identify names with a directory or within a file's extended attributes that
5045could be confused for each other.
5046Names are also checked for control characters, non-rendering characters, and
5047mixing of bidirectional characters.
5048All of these potential issues are reported to the system administrator during
5049phase 5.
5050
5051Media Verification of File Data Extents
5052---------------------------------------
5053
5054The system administrator can elect to initiate a media scan of all file data
5055blocks.
5056This scan after validation of all filesystem metadata (except for the summary
5057counters) as phase 6.
5058The scan starts by calling ``FS_IOC_GETFSMAP`` to scan the filesystem space map
5059to find areas that are allocated to file data fork extents.
5060Gaps between data fork extents that are smaller than 64k are treated as if
5061they were data fork extents to reduce the command setup overhead.
5062When the space map scan accumulates a region larger than 32MB, a media
5063verification request is sent to the disk as a directio read of the raw block
5064device.
5065
5066If the verification read fails, ``xfs_scrub`` retries with single-block reads
5067to narrow down the failure to the specific region of the media and recorded.
5068When it has finished issuing verification requests, it again uses the space
5069mapping ioctl to map the recorded media errors back to metadata structures
5070and report what has been lost.
5071For media errors in blocks owned by files, parent pointers can be used to
5072construct file paths from inode numbers for user-friendly reporting.
5073
50747. Conclusion and Future Work
5075=============================
5076
5077It is hoped that the reader of this document has followed the designs laid out
5078in this document and now has some familiarity with how XFS performs online
5079rebuilding of its metadata indices, and how filesystem users can interact with
5080that functionality.
5081Although the scope of this work is daunting, it is hoped that this guide will
5082make it easier for code readers to understand what has been built, for whom it
5083has been built, and why.
5084Please feel free to contact the XFS mailing list with questions.
5085
5086XFS_IOC_EXCHANGE_RANGE
5087----------------------
5088
5089As discussed earlier, a second frontend to the atomic file mapping exchange
5090mechanism is a new ioctl call that userspace programs can use to commit updates
5091to files atomically.
5092This frontend has been out for review for several years now, though the
5093necessary refinements to online repair and lack of customer demand mean that
5094the proposal has not been pushed very hard.
5095
5096File Content Exchanges with Regular User Files
5097``````````````````````````````````````````````
5098
5099As mentioned earlier, XFS has long had the ability to swap extents between
5100files, which is used almost exclusively by ``xfs_fsr`` to defragment files.
5101The earliest form of this was the fork swap mechanism, where the entire
5102contents of data forks could be exchanged between two files by exchanging the
5103raw bytes in each inode fork's immediate area.
5104When XFS v5 came along with self-describing metadata, this old mechanism grew
5105some log support to continue rewriting the owner fields of BMBT blocks during
5106log recovery.
5107When the reverse mapping btree was later added to XFS, the only way to maintain
5108the consistency of the fork mappings with the reverse mapping index was to
5109develop an iterative mechanism that used deferred bmap and rmap operations to
5110swap mappings one at a time.
5111This mechanism is identical to steps 2-3 from the procedure above except for
5112the new tracking items, because the atomic file mapping exchange mechanism is
5113an iteration of an existing mechanism and not something totally novel.
5114For the narrow case of file defragmentation, the file contents must be
5115identical, so the recovery guarantees are not much of a gain.
5116
5117Atomic file content exchanges are much more flexible than the existing swapext
5118implementations because it can guarantee that the caller never sees a mix of
5119old and new contents even after a crash, and it can operate on two arbitrary
5120file fork ranges.
5121The extra flexibility enables several new use cases:
5122
5123- **Atomic commit of file writes**: A userspace process opens a file that it
5124  wants to update.
5125  Next, it opens a temporary file and calls the file clone operation to reflink
5126  the first file's contents into the temporary file.
5127  Writes to the original file should instead be written to the temporary file.
5128  Finally, the process calls the atomic file mapping exchange system call
5129  (``XFS_IOC_EXCHANGE_RANGE``) to exchange the file contents, thereby
5130  committing all of the updates to the original file, or none of them.
5131
5132.. _exchrange_if_unchanged:
5133
5134- **Transactional file updates**: The same mechanism as above, but the caller
5135  only wants the commit to occur if the original file's contents have not
5136  changed.
5137  To make this happen, the calling process snapshots the file modification and
5138  change timestamps of the original file before reflinking its data to the
5139  temporary file.
5140  When the program is ready to commit the changes, it passes the timestamps
5141  into the kernel as arguments to the atomic file mapping exchange system call.
5142  The kernel only commits the changes if the provided timestamps match the
5143  original file.
5144  A new ioctl (``XFS_IOC_COMMIT_RANGE``) is provided to perform this.
5145
5146- **Emulation of atomic block device writes**: Export a block device with a
5147  logical sector size matching the filesystem block size to force all writes
5148  to be aligned to the filesystem block size.
5149  Stage all writes to a temporary file, and when that is complete, call the
5150  atomic file mapping exchange system call with a flag to indicate that holes
5151  in the temporary file should be ignored.
5152  This emulates an atomic device write in software, and can support arbitrary
5153  scattered writes.
5154
5155(This functionality was merged into mainline as of 2025)
5156
5157Vectorized Scrub
5158----------------
5159
5160As it turns out, the :ref:`refactoring <scrubrepair>` of repair items mentioned
5161earlier was a catalyst for enabling a vectorized scrub system call.
5162Since 2018, the cost of making a kernel call has increased considerably on some
5163systems to mitigate the effects of speculative execution attacks.
5164This incentivizes program authors to make as few system calls as possible to
5165reduce the number of times an execution path crosses a security boundary.
5166
5167With vectorized scrub, userspace pushes to the kernel the identity of a
5168filesystem object, a list of scrub types to run against that object, and a
5169simple representation of the data dependencies between the selected scrub
5170types.
5171The kernel executes as much of the caller's plan as it can until it hits a
5172dependency that cannot be satisfied due to a corruption, and tells userspace
5173how much was accomplished.
5174It is hoped that ``io_uring`` will pick up enough of this functionality that
5175online fsck can use that instead of adding a separate vectored scrub system
5176call to XFS.
5177
5178(This functionality was merged into mainline as of 2025)
5179
5180Quality of Service Targets for Scrub
5181------------------------------------
5182
5183One serious shortcoming of the online fsck code is that the amount of time that
5184it can spend in the kernel holding resource locks is basically unbounded.
5185Userspace is allowed to send a fatal signal to the process which will cause
5186``xfs_scrub`` to exit when it reaches a good stopping point, but there's no way
5187for userspace to provide a time budget to the kernel.
5188Given that the scrub codebase has helpers to detect fatal signals, it shouldn't
5189be too much work to allow userspace to specify a timeout for a scrub/repair
5190operation and abort the operation if it exceeds budget.
5191However, most repair functions have the property that once they begin to touch
5192ondisk metadata, the operation cannot be cancelled cleanly, after which a QoS
5193timeout is no longer useful.
5194
5195Defragmenting Free Space
5196------------------------
5197
5198Over the years, many XFS users have requested the creation of a program to
5199clear a portion of the physical storage underlying a filesystem so that it
5200becomes a contiguous chunk of free space.
5201Call this free space defragmenter ``clearspace`` for short.
5202
5203The first piece the ``clearspace`` program needs is the ability to read the
5204reverse mapping index from userspace.
5205This already exists in the form of the ``FS_IOC_GETFSMAP`` ioctl.
5206The second piece it needs is a new fallocate mode
5207(``FALLOC_FL_MAP_FREE_SPACE``) that allocates the free space in a region and
5208maps it to a file.
5209Call this file the "space collector" file.
5210The third piece is the ability to force an online repair.
5211
5212To clear all the metadata out of a portion of physical storage, clearspace
5213uses the new fallocate map-freespace call to map any free space in that region
5214to the space collector file.
5215Next, clearspace finds all metadata blocks in that region by way of
5216``GETFSMAP`` and issues forced repair requests on the data structure.
5217This often results in the metadata being rebuilt somewhere that is not being
5218cleared.
5219After each relocation, clearspace calls the "map free space" function again to
5220collect any newly freed space in the region being cleared.
5221
5222To clear all the file data out of a portion of the physical storage, clearspace
5223uses the FSMAP information to find relevant file data blocks.
5224Having identified a good target, it uses the ``FICLONERANGE`` call on that part
5225of the file to try to share the physical space with a dummy file.
5226Cloning the extent means that the original owners cannot overwrite the
5227contents; any changes will be written somewhere else via copy-on-write.
5228Clearspace makes its own copy of the frozen extent in an area that is not being
5229cleared, and uses ``FIEDEUPRANGE`` (or the :ref:`atomic file content exchanges
5230<exchrange_if_unchanged>` feature) to change the target file's data extent
5231mapping away from the area being cleared.
5232When all other mappings have been moved, clearspace reflinks the space into the
5233space collector file so that it becomes unavailable.
5234
5235There are further optimizations that could apply to the above algorithm.
5236To clear a piece of physical storage that has a high sharing factor, it is
5237strongly desirable to retain this sharing factor.
5238In fact, these extents should be moved first to maximize sharing factor after
5239the operation completes.
5240To make this work smoothly, clearspace needs a new ioctl
5241(``FS_IOC_GETREFCOUNTS``) to report reference count information to userspace.
5242With the refcount information exposed, clearspace can quickly find the longest,
5243most shared data extents in the filesystem, and target them first.
5244
5245**Future Work Question**: How might the filesystem move inode chunks?
5246
5247*Answer*: To move inode chunks, Dave Chinner constructed a prototype program
5248that creates a new file with the old contents and then locklessly runs around
5249the filesystem updating directory entries.
5250The operation cannot complete if the filesystem goes down.
5251That problem isn't totally insurmountable: create an inode remapping table
5252hidden behind a jump label, and a log item that tracks the kernel walking the
5253filesystem to update directory entries.
5254The trouble is, the kernel can't do anything about open files, since it cannot
5255revoke them.
5256
5257**Future Work Question**: Can static keys be used to minimize the cost of
5258supporting ``revoke()`` on XFS files?
5259
5260*Answer*: Yes.
5261Until the first revocation, the bailout code need not be in the call path at
5262all.
5263
5264The relevant patchsets are the
5265`kernel freespace defrag
5266<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfs-linux.git/log/?h=defrag-freespace>`_
5267and
5268`userspace freespace defrag
5269<https://git.kernel.org/pub/scm/linux/kernel/git/djwong/xfsprogs-dev.git/log/?h=defrag-freespace>`_
5270series.
5271
5272Shrinking Filesystems
5273---------------------
5274
5275Removing the end of the filesystem ought to be a simple matter of evacuating
5276the data and metadata at the end of the filesystem, and handing the freed space
5277to the shrink code.
5278That requires an evacuation of the space at end of the filesystem, which is a
5279use of free space defragmentation!
~/ Read-only file preview.