SchOS/docs/architecture/devices.md

The device model

How hardware gets found, claimed and used, and what the rest of the kernel sees of it.

Writing a driver is ../guides/adding-a-driver.md. Drivers that live in a process rather than in the kernel are described below (Drivers that are not in the kernel), and the foreign ones in ldls.md.

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Which drivers are compiled in

config/drivers.conf lists the drivers that can be left out of a kernel, y (compiled in and offered every device it can drive) or n (not linked at all), all y unless a line says otherwise — the one exception is the native r8169, n because Linux's runs in its place under LDLS. Override one for a build with make DRV_E1000=n DRV_NVME=n. A changed choice rebuilds only registry.o and the link. The list is short on purpose: a driver is optional only if nothing else in the kernel calls it (display: vga_pci, virtio_gpu; network: e1000, rtl8139, r8169; storage: ahci, nvme; audio: ac97). vga_fb, the USB stack and the legacy PS/2, IDE and UART devices are always there, because the console, the keyboard and the root disk can depend on them. A kernel with every optional driver off builds and links; whether such a kernel is useful on any particular machine is the person who turned them off to say.

What stays in the kernel, and what may leave

"Hybrid" is used to mean everything from "a monolith with a nice device model" to "a microkernel that gave up", so the line is worth drawing exactly.

Stays in, permanently: scheduling, address spaces, the trap and syscall path; IPC and shared memory; the VFS and the root filesystem; IRQ demultiplexing; and the console and PSOGM. That last one is not a size compromise but an invariant: the crash screen must work when everything else is dead, so it cannot depend on anything that could be dead. A crash screen served by a userspace process is absent in exactly the case it exists for.

May leave, and should: GPU drivers, non-root filesystems, NICs after the first, and anything written by someone else.

Anything needed to reach a shell stays in. Anything discovered at runtime, replaceable, or plausibly written by someone else goes out.

The kernel keeps a minimal driver for everything on the path to a shell, and userspace owns the good one. Break that and the compositor cannot start because the display driver is a process that needs a compositor.

USB stays in the kernel, and why

It was on the list to leave, and the premise was wrong. USB is not a peripheral; it is the bus peripherals arrive on, structurally the same kind of thing as PCI, and nobody has proposed evicting PCI. The keyboard and the root disk that arrive over it are on the path to a shell, so the stack that finds them is part of that path. Even with a minimal in-kernel fallback written, the good driver and the minimal one would be the same driver, and an eviction that leaves an identical copy behind has moved nothing. A second, quieter difference: /dev/pci hands over one PCI function, one owner and nothing shared, while a USB device sits behind a controller other devices also sit behind — "the xHCI controller" includes the keyboard. What the eviction was for, third-party drivers living outside the kernel, survives and belongs to ldls.md.

The root filesystem stays in the kernel for the same reason (SchFS cannot be restarted, and a bug in it is fatal), and so does the first NIC, because the network thread and lwIP are in the kernel.

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One list of everything attached

There is one list of everything attached, whatever bus found it: include/dev/device.h and kernel/dev/device.c, readable at /proc/devices.

name      bus       class     driver    device
kbd0      platform  input     ps2kbd    PS/2 keyboard
mouse0    platform  input     ps2mouse  PS/2 mouse
uart0     platform  other     uart8250  16550 serial port
ide0      platform  storage   ide       ATA disk controller
vga0      pci       display   vga       display controller

Before this there were two registries in kernel/drivers/registry.c — an array of PCI drivers and an array of USB drivers — with nothing that knew about both. That is sufficient for binding and useless for the three things wanted next.

Enumeration. "What is in this machine, and what claimed it" had no answer covering a USB disk and a PCI display at once. A device manager is exactly that question.

Classes. A compositor should ask for the display and not care whether that is the VBE framebuffer or virtio-gpu. Without a class every consumer hardcodes a driver, and adding the second driver means editing the consumers — which is how a framebuffer address ended up hardcoded in three places here once already.

A boundary for drivers that are not compiled in. They have to attach somewhere that is not an array fixed at link time.

Two vocabularies are kept deliberately separate: a device's bus is provenance (platform, pci, usb), its class is capability (display, input, storage, net, bus). A USB disk and a SATA disk are both storage despite sharing no numbering at all. Where a driver claims a device, the driver's opinion wins over the descriptor's: struct usb_driver has a devclass field separate from the USB interface class, because the descriptor says what the device claims to be and the driver knows what it made of it.

It is a flat list with a bus tag, not a device tree. Nothing yet needs to walk a hierarchy, and a tree nobody traverses is just a harder list. Hot-unplug would need more; the in_use flag is the hook.

Platform devices are registered in one place (platform_register_devices() in registry.c) rather than inside each driver's init, for the same reason the driver arrays are written out by hand: a list you can read beats a list assembled by side effects.

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Drivers that are not in the kernel

/dev/pci (major 9) hands a PCI device to a process. It is deliberately about PCI devices and not about any driver model, and its first users are SchOS's own drivers, evicted one at a time — which is the ordering that keeps it a general mechanism rather than a hole shaped like something foreign.

What a driver needs from a kernel, and all it needs:

find its device, and read what the bus says	PCIIOC_INFO, PCIIOC_CFG
be given it, exclusively	PCIIOC_CLAIM
reach its registers	mmap, where the offset is a BAR's physical address
memory it can hand to the device	PCIIOC_DMA
be told when the device wants attention	PCIIOC_IRQ, then read()
use its ports, if it has an I/O BAR	nothing — CLAIM grants them

Four of those are worth expanding on, because each encodes a decision:

mmap is checked against the caller's claims. An offset that is not inside a BAR of a device this process holds is refused. That is the whole difference between this and /dev/mem with extra steps.

The check is against the pages a BAR lies in rather than the BAR itself, because a page is the only granularity an MMU has. A BAR smaller than a page therefore hands the process the whole page it sits in — forced by the hardware rather than chosen. Comparing against the BAR's own size instead meant a sub-page BAR could not be mapped at all, which nothing noticed until an rtl8139 with 256 bytes of registers turned up; see ldls.md, "The bug a foreign driver found in its first minute".

DMA is a call, not a mapping. The process is told the physical address, which is precisely what it cannot work out for itself, and the memory comes from an arena reserved at boot before the general allocator gets anything.

Everything in that arena has to be contiguous, which is the whole reason it exists — so the number that matters is not how much is free but how large the biggest piece is. dma_alloc() is therefore best fit rather than first fit: a 64 KB ring taken from the middle of a 16 MB arena leaves two 8 MB extents, and a framebuffer wanting 9 MB then cannot be had on an arena three quarters empty. Best fit puts each request in the tightest extent that holds it and leaves the large ones whole for the requests with no alternative.

One request is capped at 32 MB, and the cap is not there to ration memory — the arena does that, and says so properly. It is there so a wild size from a process cannot ask for the whole arena by accident. It was 4 MB, which is one framebuffer at 1280x800, chosen when that was the only thing anyone asked for.

That is worth recording because it produced a failure that pointed somewhere else entirely. virtio-gpu's display size is the size of the host's window, so a user who drags it out to 1920x1080 asks for 8100 KB in one piece — refused by the cap, on an arena with 61 MB free:

vgpud: wanted 7365 KB of DMA memory for a 1920x982 framebuffer
...
65536 KB total, 61847 KB free in 2 extent(s)

Every number in the diagnostic was about the arena, and the arena was fine.

A failed allocation reports both numbers for the same reason, because they point at different fixes — a fragmented arena is cured by whoever holds the block in the middle letting go, a full one by DMA_ARENA_BYTES:

dma_alloc: no room for 9216000 bytes -- 12591104 free,
           largest contiguous piece 8495104 (`schdbg dma` for the map)

Interrupts arrive by read(), the way Linux's uio does it and for the same reason: a descriptor composes with poll, and a driver that stops reading falls behind rather than losing events. The kernel masks the line when the interrupt arrives and leaves it masked until the driver write()s back. That write is not optional. A PCI interrupt is level-triggered — it stays asserted until the cause is cleared at the device, which is a different register on every chip and therefore something only the driver can do. Signal EOI on a line that is still asserted and it re-fires immediately, for ever. That is not hypothetical: it happened here at 72,000 interrupts a second, and what it looked like from userspace was a clock running seven times slow. See §13 of ../history/kernel.md.

Ports come with the claim, and only that device's. There is no ioctl for this because there is no decision left to make: a process holding a device with an I/O BAR gets exactly the ports in that BAR, through the TSS I/O permission bitmap, and loses them when it releases or exits. Granting it is not optional — a driver's outl is an instruction compiled into it, not a call anything can intercept — and granting it coarsely is not acceptable, because IOPL=3 is one flag that hands over the interrupt controller and the disk along with the NIC. See ../../include/arch/ioperm.h.

Handing a device over

struct pci_driver has a release hook. A driver that does not define one keeps its device — always safe, and for anything on the path to a shell also correct. A driver that does define one has to give back everything, not just the device: the first eviction found this the hard way, because releasing the GPU while keeping its 4 MB framebuffer meant the incoming driver was told there was no DMA memory left.

cmd/vgpud is the virtio-gpu driver as an ordinary process. It does the whole virtio 1.0 bring-up from outside — reset, feature negotiation, a virtqueue in DMA memory, SET_SCANOUT, transfer and flush — and while it owns the GPU the kernel console falls back to the VBE framebuffer.

No syscall on that path knows it is talking about a GPU. The kernel hands over a PCI device; the process decides what it is.

Two things a release has to do beyond quiescing the hardware, both found by handing over a NIC the kernel was actively using:

• Mask the line. The kernel's handler is gone and the incoming driver is about to enable the device, so for a while nothing will acknowledge the cause. Left unmasked that is an interrupt storm — 450,000 a second, measured.
• Give up the class device too. A NIC's release calls net_detach(), the missing half of net_attach_late(). An interface left in the stack keeps its address and the route to its subnet, so the stack goes on choosing it and every frame reaches a transmit that now correctly refuses. Nothing reports an error. See ldls.md.

It also changes the display mode, on a control socket, with schmode as the client — and that is worth a sentence here because it is the thing the device model makes possible rather than the thing it does. A modeset is five commands to the device. In the kernel those five commands are also a reason to be nervous, because a wrong one takes the machine; in a process the worst case is that schinit starts another one. That is why the in-kernel driver never grew one — not difficulty, exposure.

# schmode
1280x800 current
1280x800 maximum, framebuffer 4000 KB
# schmode 1024 768
1024x768 ok

The scanout really resizes, and nothing in the kernel changed for it: schmode writes a line to a socket and vgpud sends five commands to the device. The framebuffer is allocated once, at the largest mode, and every smaller mode reuses it, because PCIIOC_DMA has no free — a driver's blocks come back when it exits and not before — so a modeset that allocated would spend the arena and the failure would look like a GPU bug rather than like counting. A larger mode is refused, and says why. The control socket speaks lines of text and has no buffer submission, damage or vblank, which a compositor would need and nothing has asked for.

A panic has to reach the screen

Handing a device away costs something that was not on the list. The kernel panics, paints the report into the console framebuffer, and halts — and the display it gave to a process keeps showing whatever that process last put there. On a machine with two heads, one says the kernel is dead and the other shows a shell prompt. There is no scheduling after a panic, so the process holding the device is never going to run again, and the kernel let go of the device deliberately.

So the driver says in advance where it is scanning out, with PCIIOC_PANICFB (include/dev/pciuser.h), and the kernel: (1) paints the report into that memory; (2) asks the kernel driver the device was taken from to put it on screen — panic_present in struct pci_driver; (3) which resets the device and rebuilds one queue from static memory — no allocation, no locks, no sleeping, because a corrupted heap is one of the ways a machine gets here. The registration is checked like the promise it is: the range must lie inside a block that process got from PCIIOC_DMA on that device, or it would be a way to nominate any physical address to be overwritten at panic. It costs 20 KB of static memory in the virtio-gpu driver, paid whether or not the machine ever panics; allocating it on demand would be cheaper and would not work.

Taking it back

A driver that dies is the case this whole arrangement exists for, so release is a symmetric operation rather than a courtesy. Three things happen that are not obvious from "the process exited":

Bus mastering is cleared before the DMA is freed. A device whose driver has just died is still writing into memory the kernel is about to hand to somebody else. The kernel cannot quiesce a device it does not understand — that is a different register on every chip — but it can clear PCI_CMD_BUS_MASTER, which stops the writes whatever the device is, and it is the only halt available to a kernel that knows nothing but the header. So PCIIOC_CLAIM sets the bit and release clears it, in that order relative to freeing the memory. pcitest prints the bit in a bm column, with a separate mark for "could not read it", because a failed read rendered as "off" is worse than no column at all.

DMA memory a driver mapped is not freevm()'s to release. freevm() frees every mapped page below PHYSTOP and the DMA arena is the top 16 MB of exactly that range, so a DMA block left for it went onto the page allocator's free list while pciuser_release_all() handed the same pages back to the arena — two allocators, one set of pages. PCIIOC_DMA records a VMA with no_free set, the same way shared memory does, and proc_release_shared() unmaps the range before the page tables are torn down. The same rule covers every future case: anything mapped into a process that the process does not own the pages of needs a VMA, or exit will free it twice.

A device that is the only display will not be released. vgpu_release() asks vga_fb_restore() whether there is a framebuffer to put the console back on, and declines if the answer is no. The rule that the kernel keeps a minimal driver for everything on the path to a shell is only worth writing down if something enforces it.

Coming back is a job, not a kernel feature. etc/schinit/vgpud.job carries KeepAlive = yes, so killing the driver is the entire test: schinitd starts another one, it claims the device, and the pid of whichever process drew the frame is legible in the frame itself: read off the scanout across four generations of the driver it said 4, 8, 10, 12, and the DMA arena handed back the same addresses every time.

What this is not

It is not a security boundary. There is no IOMMU, so a process holding a DMA buffer can point the device at any physical address. This isolates a driver against its own bugs and not against its own intent — a crashed driver that restarts instead of taking the machine down is the entire benefit, and it is worth having on those terms. VT-d/AMD-Vi is its own project.

One device per process. A driver drives one thing; if you need two, run two.

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Linux drivers

ldls.md is how SchOS uses them: a Linux .ko runs in a process and reaches the hardware through /dev/pci. The licensing position, stated exactly because it is easy to get wrong in both directions:

• Distribution is what triggers the GPL. SchOS is GPL-2.0-or-later, so shipping a GPL-2.0-only driver in an image is lawful — see ../licensing.md §6 — and the owner has decided it is wanted (code and firmware blobs). The ISO ships Linux's r8169 set. The repository holds no binary: .gitignore refuses *.ko, and make ldls-r8169 stages the modules from a Linux build, where the matching BTF is.
• Implementing a loader is not copying. Writing support for a module format and a driver ABI from published documentation produces our own work; the layouts come from the kernel's BTF at load time on the user's machine, so the source holds none of Linux's.

The loader is ours and GPL-2.0-or-later; what it loads is Linux's, unmodified, with its own licence and source recorded in NOTICE.

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Interrupts

A PCI driver connects its interrupt with one call, pci_irq_attach(), and does not choose how. In order of preference:

1. MSI: the device writes a vector to the local APIC. No pin, no routing, nothing to share.
2. MSI-X, but only if the driver passes PCI_IRQF_MSIX. Some parts change how they report interrupt causes in that mode; the 82574 needs its IVAR programmed, which e1000 does not do, so it does not ask.
3. INTx, on the pin ACPI's _PRT names for it.

INTERRUPT_LINE holds the number the firmware gave the 8259. In APIC mode the device is wired to an IOAPIC input that only _PRT describes, and reading _PRT takes an AML interpreter. That is uACPI (ports/uacpi, host side in kernel/acpi/): pci_init() asks it for every device's pin between scanning the bus and binding drivers, following link devices' _CRS and swizzling through PCI-to-PCI bridges that have no _PRT of their own. The trigger mode comes from there too -- q35's links are level/active-high, which irq_register() could not express until it took a mode rather than a flag.

MSI still comes first: it needs no routing at all, and a machine whose AML does not load still has it. INTx is also backed by the poller in kernel/dev/irq.c:

• A level-triggered line that has had a handler for two seconds and has never fired gets its handlers called every tick, from a kernel thread with interrupts off.
• A line that storms (an idle ISA input configured active-low reads as asserted forever) is masked and polled instead of being reported and left running.

Every handler already has to cope with being called when its device is idle, because lines are shared, so a spurious call costs only a register read. /proc/interrupts marks such a line [polled], and an MSI line msi.

The vector layout:

Lines	What they are
0–23	IOAPIC pins
24–29	MSI vectors, allocated by irq_alloc_msi()
30	LAPIC error (it was 19, which is a PCI pin on Intel chipsets)
31	spurious

Nothing goes as high as vector 64, which is T_SYSCALL.

Tested under QEMU q35 with the root filesystem on a USB stick, in three configurations:

• xHCI and e1000e on MSI.
• MSI disabled and the INTx line deliberately misrouted. xHCI took no interrupts at all, the poller carried every transfer, and the root still mounted.
• The old INTx path, unchanged on i440fx.

And since _PRT: on q35 with MSI disabled, xHCI routed to GSI 22 level/high and taking real interrupts, with nothing polled.

Power

uACPI also handles the SCI, the power button and S5. The power button syncs the filesystems and powers off, from the acpi kernel thread rather than the interrupt; shutdown() and reboot() go through the FADT's PM1 and reset registers first, and fall back to the emulators' fixed ports only if the AML did not load.

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/dev/random and /dev/urandom

Seeded once at boot, from RDRAND where the CPU has it and from the cycle counter mixed with the wall clock where it does not. A verbose boot says which:

random: seeded from RDRAND

That is worth a section only because of what it replaced. It was a linear congruential generator seeded with a constant, so every boot produced the same bytes in the same order — not weak, the same. A program asking for a key, a nonce, a temporary filename or a hash seed got one it shared with every other SchOS machine that had ever run.

It is still not a CSPRNG and does not pretend to be. It is an LCG, re-stirred from the cycle counter on each byte so two readers do not continue one sequence. What changed is the property that made it dangerous rather than merely poor.

For a long time it could not be read at all, and neither could /dev/zero. Both are minors of major 1, and devsw[1] is memread/memwrite, which hand the console's minors to the console and the rest to their own functions. But consoleinit() installed consoleread over the whole major, so a read of /dev/zero waited for a line from the keyboard. head -c 10 /dev/zero "worked" by taking the next command typed. The console now installs only its open and close hooks.

What it does not do

• It is a flat list, not a device tree. There is no parent/child nesting, only a bus tag. Nothing yet needs to walk a hierarchy, and a tree nobody traverses is just a harder list.
• No hot-plug. Devices are registered at boot and never removed; the in_use flag is the hook a hot-unplug path would need, and nothing sets it for that purpose.
• NDEVICE is 128, compile-time, like every other table in the kernel.
• In-kernel drivers are fixed at link time. There is no module loader, and nothing can be added to the kernel after the build. A driver outside the kernel is an ordinary program and can be started whenever — it reaches its device through /dev/pci, and a NIC driver can publish itself to the network class through /dev/netdev (LDLS does); a display driver publishes nothing to display_ops, so the console cannot be handed to one.
• The kernel does not rebind its own driver. PCIIOC_RELEASE, or the process exiting, leaves the interrupt line masked and the in-kernel driver unbound — the console stays wherever the release put it. A supervisor can start a replacement driver, and schinitd does; the kernel itself watches for nothing.
• Only two class vtables are defined: display_ops and netdev_ops. Storage and input devices appear in the list with ops = 0 and are reached through their own subsystems instead.