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+.. SPDX-License-Identifier: GPL-2.0
+.. _iomap_design:
+
+..
+ Dumb style notes to maintain the author's sanity:
+ Please try to start sentences on separate lines so that
+ sentence changes don't bleed colors in diff.
+ Heading decorations are documented in sphinx.rst.
+
+==============
+Library Design
+==============
+
+.. contents:: Table of Contents
+ :local:
+
+Introduction
+============
+
+iomap is a filesystem library for handling common file operations.
+The library has two layers:
+
+ 1. A lower layer that provides an iterator over ranges of file offsets.
+ This layer tries to obtain mappings of each file ranges to storage
+ from the filesystem, but the storage information is not necessarily
+ required.
+
+ 2. An upper layer that acts upon the space mappings provided by the
+ lower layer iterator.
+
+The iteration can involve mappings of file's logical offset ranges to
+physical extents, but the storage layer information is not necessarily
+required, e.g. for walking cached file information.
+The library exports various APIs for implementing file operations such
+as:
+
+ * Pagecache reads and writes
+ * Folio write faults to the pagecache
+ * Writeback of dirty folios
+ * Direct I/O reads and writes
+ * fsdax I/O reads, writes, loads, and stores
+ * FIEMAP
+ * lseek ``SEEK_DATA`` and ``SEEK_HOLE``
+ * swapfile activation
+
+This origins of this library is the file I/O path that XFS once used; it
+has now been extended to cover several other operations.
+
+Who Should Read This?
+=====================
+
+The target audience for this document are filesystem, storage, and
+pagecache programmers and code reviewers.
+
+If you are working on PCI, machine architectures, or device drivers, you
+are most likely in the wrong place.
+
+How Is This Better?
+===================
+
+Unlike the classic Linux I/O model which breaks file I/O into small
+units (generally memory pages or blocks) and looks up space mappings on
+the basis of that unit, the iomap model asks the filesystem for the
+largest space mappings that it can create for a given file operation and
+initiates operations on that basis.
+This strategy improves the filesystem's visibility into the size of the
+operation being performed, which enables it to combat fragmentation with
+larger space allocations when possible.
+Larger space mappings improve runtime performance by amortizing the cost
+of mapping function calls into the filesystem across a larger amount of
+data.
+
+At a high level, an iomap operation `looks like this
+<https://lore.kernel.org/all/ZGbVaewzcCysclPt@dread.disaster.area/>`_:
+
+1. For each byte in the operation range...
+
+ 1. Obtain a space mapping via ``->iomap_begin``
+
+ 2. For each sub-unit of work...
+
+ 1. Revalidate the mapping and go back to (1) above, if necessary.
+ So far only the pagecache operations need to do this.
+
+ 2. Do the work
+
+ 3. Increment operation cursor
+
+ 4. Release the mapping via ``->iomap_end``, if necessary
+
+Each iomap operation will be covered in more detail below.
+This library was covered previously by an `LWN article
+<https://lwn.net/Articles/935934/>`_ and a `KernelNewbies page
+<https://kernelnewbies.org/KernelProjects/iomap>`_.
+
+The goal of this document is to provide a brief discussion of the
+design and capabilities of iomap, followed by a more detailed catalog
+of the interfaces presented by iomap.
+If you change iomap, please update this design document.
+
+File Range Iterator
+===================
+
+Definitions
+-----------
+
+ * **buffer head**: Shattered remnants of the old buffer cache.
+
+ * ``fsblock``: The block size of a file, also known as ``i_blocksize``.
+
+ * ``i_rwsem``: The VFS ``struct inode`` rwsemaphore.
+ Processes hold this in shared mode to read file state and contents.
+ Some filesystems may allow shared mode for writes.
+ Processes often hold this in exclusive mode to change file state and
+ contents.
+
+ * ``invalidate_lock``: The pagecache ``struct address_space``
+ rwsemaphore that protects against folio insertion and removal for
+ filesystems that support punching out folios below EOF.
+ Processes wishing to insert folios must hold this lock in shared
+ mode to prevent removal, though concurrent insertion is allowed.
+ Processes wishing to remove folios must hold this lock in exclusive
+ mode to prevent insertions.
+ Concurrent removals are not allowed.
+
+ * ``dax_read_lock``: The RCU read lock that dax takes to prevent a
+ device pre-shutdown hook from returning before other threads have
+ released resources.
+
+ * **filesystem mapping lock**: This synchronization primitive is
+ internal to the filesystem and must protect the file mapping data
+ from updates while a mapping is being sampled.
+ The filesystem author must determine how this coordination should
+ happen; it does not need to be an actual lock.
+
+ * **iomap internal operation lock**: This is a general term for
+ synchronization primitives that iomap functions take while holding a
+ mapping.
+ A specific example would be taking the folio lock while reading or
+ writing the pagecache.
+
+ * **pure overwrite**: A write operation that does not require any
+ metadata or zeroing operations to perform during either submission
+ or completion.
+ This implies that the fileystem must have already allocated space
+ on disk as ``IOMAP_MAPPED`` and the filesystem must not place any
+ constaints on IO alignment or size.
+ The only constraints on I/O alignment are device level (minimum I/O
+ size and alignment, typically sector size).
+
+``struct iomap``
+----------------
+
+The filesystem communicates to the iomap iterator the mapping of
+byte ranges of a file to byte ranges of a storage device with the
+structure below:
+
+.. code-block:: c
+
+ struct iomap {
+ u64 addr;
+ loff_t offset;
+ u64 length;
+ u16 type;
+ u16 flags;
+ struct block_device *bdev;
+ struct dax_device *dax_dev;
+ voidw *inline_data;
+ void *private;
+ const struct iomap_folio_ops *folio_ops;
+ u64 validity_cookie;
+ };
+
+The fields are as follows:
+
+ * ``offset`` and ``length`` describe the range of file offsets, in
+ bytes, covered by this mapping.
+ These fields must always be set by the filesystem.
+
+ * ``type`` describes the type of the space mapping:
+
+ * **IOMAP_HOLE**: No storage has been allocated.
+ This type must never be returned in response to an ``IOMAP_WRITE``
+ operation because writes must allocate and map space, and return
+ the mapping.
+ The ``addr`` field must be set to ``IOMAP_NULL_ADDR``.
+ iomap does not support writing (whether via pagecache or direct
+ I/O) to a hole.
+
+ * **IOMAP_DELALLOC**: A promise to allocate space at a later time
+ ("delayed allocation").
+ If the filesystem returns IOMAP_F_NEW here and the write fails, the
+ ``->iomap_end`` function must delete the reservation.
+ The ``addr`` field must be set to ``IOMAP_NULL_ADDR``.
+
+ * **IOMAP_MAPPED**: The file range maps to specific space on the
+ storage device.
+ The device is returned in ``bdev`` or ``dax_dev``.
+ The device address, in bytes, is returned via ``addr``.
+
+ * **IOMAP_UNWRITTEN**: The file range maps to specific space on the
+ storage device, but the space has not yet been initialized.
+ The device is returned in ``bdev`` or ``dax_dev``.
+ The device address, in bytes, is returned via ``addr``.
+ Reads from this type of mapping will return zeroes to the caller.
+ For a write or writeback operation, the ioend should update the
+ mapping to MAPPED.
+ Refer to the sections about ioends for more details.
+
+ * **IOMAP_INLINE**: The file range maps to the memory buffer
+ specified by ``inline_data``.
+ For write operation, the ``->iomap_end`` function presumably
+ handles persisting the data.
+ The ``addr`` field must be set to ``IOMAP_NULL_ADDR``.
+
+ * ``flags`` describe the status of the space mapping.
+ These flags should be set by the filesystem in ``->iomap_begin``:
+
+ * **IOMAP_F_NEW**: The space under the mapping is newly allocated.
+ Areas that will not be written to must be zeroed.
+ If a write fails and the mapping is a space reservation, the
+ reservation must be deleted.
+
+ * **IOMAP_F_DIRTY**: The inode will have uncommitted metadata needed
+ to access any data written.
+ fdatasync is required to commit these changes to persistent
+ storage.
+ This needs to take into account metadata changes that *may* be made
+ at I/O completion, such as file size updates from direct I/O.
+
+ * **IOMAP_F_SHARED**: The space under the mapping is shared.
+ Copy on write is necessary to avoid corrupting other file data.
+
+ * **IOMAP_F_BUFFER_HEAD**: This mapping requires the use of buffer
+ heads for pagecache operations.
+ Do not add more uses of this.
+
+ * **IOMAP_F_MERGED**: Multiple contiguous block mappings were
+ coalesced into this single mapping.
+ This is only useful for FIEMAP.
+
+ * **IOMAP_F_XATTR**: The mapping is for extended attribute data, not
+ regular file data.
+ This is only useful for FIEMAP.
+
+ * **IOMAP_F_PRIVATE**: Starting with this value, the upper bits can
+ be set by the filesystem for its own purposes.
+
+ These flags can be set by iomap itself during file operations.
+ The filesystem should supply an ``->iomap_end`` function if it needs
+ to observe these flags:
+
+ * **IOMAP_F_SIZE_CHANGED**: The file size has changed as a result of
+ using this mapping.
+
+ * **IOMAP_F_STALE**: The mapping was found to be stale.
+ iomap will call ``->iomap_end`` on this mapping and then
+ ``->iomap_begin`` to obtain a new mapping.
+
+ Currently, these flags are only set by pagecache operations.
+
+ * ``addr`` describes the device address, in bytes.
+
+ * ``bdev`` describes the block device for this mapping.
+ This only needs to be set for mapped or unwritten operations.
+
+ * ``dax_dev`` describes the DAX device for this mapping.
+ This only needs to be set for mapped or unwritten operations, and
+ only for a fsdax operation.
+
+ * ``inline_data`` points to a memory buffer for I/O involving
+ ``IOMAP_INLINE`` mappings.
+ This value is ignored for all other mapping types.
+
+ * ``private`` is a pointer to `filesystem-private information
+ <https://lore.kernel.org/all/20180619164137.13720-7-hch@lst.de/>`_.
+ This value will be passed unchanged to ``->iomap_end``.
+
+ * ``folio_ops`` will be covered in the section on pagecache operations.
+
+ * ``validity_cookie`` is a magic freshness value set by the filesystem
+ that should be used to detect stale mappings.
+ For pagecache operations this is critical for correct operation
+ because page faults can occur, which implies that filesystem locks
+ should not be held between ``->iomap_begin`` and ``->iomap_end``.
+ Filesystems with completely static mappings need not set this value.
+ Only pagecache operations revalidate mappings; see the section about
+ ``iomap_valid`` for details.
+
+``struct iomap_ops``
+--------------------
+
+Every iomap function requires the filesystem to pass an operations
+structure to obtain a mapping and (optionally) to release the mapping:
+
+.. code-block:: c
+
+ struct iomap_ops {
+ int (*iomap_begin)(struct inode *inode, loff_t pos, loff_t length,
+ unsigned flags, struct iomap *iomap,
+ struct iomap *srcmap);
+
+ int (*iomap_end)(struct inode *inode, loff_t pos, loff_t length,
+ ssize_t written, unsigned flags,
+ struct iomap *iomap);
+ };
+
+``->iomap_begin``
+~~~~~~~~~~~~~~~~~
+
+iomap operations call ``->iomap_begin`` to obtain one file mapping for
+the range of bytes specified by ``pos`` and ``length`` for the file
+``inode``.
+This mapping should be returned through the ``iomap`` pointer.
+The mapping must cover at least the first byte of the supplied file
+range, but it does not need to cover the entire requested range.
+
+Each iomap operation describes the requested operation through the
+``flags`` argument.
+The exact value of ``flags`` will be documented in the
+operation-specific sections below.
+These flags can, at least in principle, apply generally to iomap
+operations:
+
+ * ``IOMAP_DIRECT`` is set when the caller wishes to issue file I/O to
+ block storage.
+
+ * ``IOMAP_DAX`` is set when the caller wishes to issue file I/O to
+ memory-like storage.
+
+ * ``IOMAP_NOWAIT`` is set when the caller wishes to perform a best
+ effort attempt to avoid any operation that would result in blocking
+ the submitting task.
+ This is similar in intent to ``O_NONBLOCK`` for network APIs - it is
+ intended for asynchronous applications to keep doing other work
+ instead of waiting for the specific unavailable filesystem resource
+ to become available.
+ Filesystems implementing ``IOMAP_NOWAIT`` semantics need to use
+ trylock algorithms.
+ They need to be able to satisfy the entire I/O request range with a
+ single iomap mapping.
+ They need to avoid reading or writing metadata synchronously.
+ They need to avoid blocking memory allocations.
+ They need to avoid waiting on transaction reservations to allow
+ modifications to take place.
+ They probably should not be allocating new space.
+ And so on.
+ If there is any doubt in the filesystem developer's mind as to
+ whether any specific ``IOMAP_NOWAIT`` operation may end up blocking,
+ then they should return ``-EAGAIN`` as early as possible rather than
+ start the operation and force the submitting task to block.
+ ``IOMAP_NOWAIT`` is often set on behalf of ``IOCB_NOWAIT`` or
+ ``RWF_NOWAIT``.
+
+If it is necessary to read existing file contents from a `different
+<https://lore.kernel.org/all/20191008071527.29304-9-hch@lst.de/>`_
+device or address range on a device, the filesystem should return that
+information via ``srcmap``.
+Only pagecache and fsdax operations support reading from one mapping and
+writing to another.
+
+``->iomap_end``
+~~~~~~~~~~~~~~~
+
+After the operation completes, the ``->iomap_end`` function, if present,
+is called to signal that iomap is finished with a mapping.
+Typically, implementations will use this function to tear down any
+context that were set up in ``->iomap_begin``.
+For example, a write might wish to commit the reservations for the bytes
+that were operated upon and unreserve any space that was not operated
+upon.
+``written`` might be zero if no bytes were touched.
+``flags`` will contain the same value passed to ``->iomap_begin``.
+iomap ops for reads are not likely to need to supply this function.
+
+Both functions should return a negative errno code on error, or zero on
+success.
+
+Preparing for File Operations
+=============================
+
+iomap only handles mapping and I/O.
+Filesystems must still call out to the VFS to check input parameters
+and file state before initiating an I/O operation.
+It does not handle obtaining filesystem freeze protection, updating of
+timestamps, stripping privileges, or access control.
+
+Locking Hierarchy
+=================
+
+iomap requires that filesystems supply their own locking model.
+There are three categories of synchronization primitives, as far as
+iomap is concerned:
+
+ * The **upper** level primitive is provided by the filesystem to
+ coordinate access to different iomap operations.
+ The exact primitive is specifc to the filesystem and operation,
+ but is often a VFS inode, pagecache invalidation, or folio lock.
+ For example, a filesystem might take ``i_rwsem`` before calling
+ ``iomap_file_buffered_write`` and ``iomap_file_unshare`` to prevent
+ these two file operations from clobbering each other.
+ Pagecache writeback may lock a folio to prevent other threads from
+ accessing the folio until writeback is underway.
+
+ * The **lower** level primitive is taken by the filesystem in the
+ ``->iomap_begin`` and ``->iomap_end`` functions to coordinate
+ access to the file space mapping information.
+ The fields of the iomap object should be filled out while holding
+ this primitive.
+ The upper level synchronization primitive, if any, remains held
+ while acquiring the lower level synchronization primitive.
+ For example, XFS takes ``ILOCK_EXCL`` and ext4 takes ``i_data_sem``
+ while sampling mappings.
+ Filesystems with immutable mapping information may not require
+ synchronization here.
+
+ * The **operation** primitive is taken by an iomap operation to
+ coordinate access to its own internal data structures.
+ The upper level synchronization primitive, if any, remains held
+ while acquiring this primitive.
+ The lower level primitive is not held while acquiring this
+ primitive.
+ For example, pagecache write operations will obtain a file mapping,
+ then grab and lock a folio to copy new contents.
+ It may also lock an internal folio state object to update metadata.
+
+The exact locking requirements are specific to the filesystem; for
+certain operations, some of these locks can be elided.
+All further mention of locking are *recommendations*, not mandates.
+Each filesystem author must figure out the locking for themself.
+
+Bugs and Limitations
+====================
+
+ * No support for fscrypt.
+ * No support for compression.
+ * No support for fsverity yet.
+ * Strong assumptions that IO should work the way it does on XFS.
+ * Does iomap *actually* work for non-regular file data?
+
+Patches welcome!