SchOS/docs/plan/1.0.md
Nexoniarz 25530e7eed schfs: the allocation map can be given back, so unmount stops leaking it
Started as "fix the ASAN leak in schfs_objtest" and the test turned out to be
the messenger. The allocation map was taken through a palloc callback and there
was no way to return it: no schfs_space_release, and a comment in
schfs_space_init reading "caller frees what was taken" for an API the caller
did not have.

Three separate leaks from that one gap:

  * The kernel leaked the entire map on every unmount -- up to 2 MB, at 8 KiB
    per GiB of volume -- because kmount_unmount flushed, cleared `mounted` and
    walked away. This is the one that matters; the others are test-only.
  * schfs_space_init stranded a page on its own error path. npages was raised
    only after *both* of a pair of allocations succeeded, so a failure on the
    second left the first outside the count -- unreachable to any cleanup that
    could later exist.
  * schfs_objtest leaked 2121728 bytes in 518 allocations, which is what made
    the whole SchFS suite exit non-zero regardless of its assertions.

The map now carries its own pfree rather than taking one at release time, so it
can only ever be freed by the allocator that filled it -- the kernel's pages
come from kalloc and a host tool's from calloc, and the two are not
interchangeable. schfs_vol_open and schfs_vol_format release any map the volume
is already holding before building another, which is what stops a re-open
leaking; struct schfs_vol must therefore be zeroed before first use, and the
header now says so.

The test's own leak was the last one found and the simplest: it does
memset(&VOL, 0, sizeof(VOL)) before reopening, which wiped the map's pointers
before vol_open could release them. Eight of those, each now releasing first.

schfs_objtest asserts the balance -- 520 pages taken, 520 given back -- because
a suite that leaks cannot detect a leak: the filesystem's own allocations would
arrive as noise inside the harness's. The next one fails the run instead.

make schfs-check now exits 0. The 31 UBSAN misalignment reports are still
there and are still a Gate 0 item.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01VQ7Qx8E1q1M1bbCq8QLHS2
2026-09-12 17:49:57 +02:00

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# SchOS 1.0
A finish line, so that the list of open work stops being infinite.
---
## Why this document exists
[schapi.md](schapi.md) §3 says the stability freeze starts at 1.0 and covers
whatever is marked `stable` at that moment. **1.0 was never defined**, which
means there has been no finish line — and with no finish line every gap is
equally mandatory, the list only grows, and the project feels larger every week
regardless of how much gets done.
That feeling is structural, not a judgement about progress. This document fixes
the structure by drawing a line and putting most of the open work on the far
side of it.
> **Anything not named in this document is not part of 1.0.** It is not
> cancelled, not forgotten, and not up for reconsideration until 1.0 ships.
---
## What 1.0 is
> **A machine one person can sit down at and use for an afternoon without
> falling off an edge.**
Concretely — boots on real hardware, roots on SchFS, runs a shell and the real
toybox userland, is on the network, and puts a windowed terminal on the screen.
It is deliberately a **small complete system** rather than a rich incomplete
one. SchOS 1.0 is not Linux, does not run third-party applications, and has no
package manager. It is a system that works, end to end, with nothing in it that
lies about what it did.
### The acceptance test
One unattended run, asserted from the host, the way everything else here is
tested. When this passes, it is 1.0:
```
boot on real hardware from a USB stick
→ SchFS root mounts, generation counter advances
→ schinit starts the compositor
→ a terminal window appears and is asserted by pixel
→ in it: ls, cat, a file written, a network fetch
→ reboot
→ the file is still there and the checksum matches
```
Nothing in that sentence is a feature list. Every clause is something that is
currently either broken, missing, or unproven.
---
## The four gates
In order. **Do not start a gate before the one before it closes**, and closing
means a description exists in [../architecture/](../architecture/) — see
[the rule](../README.md#the-rule-that-keeps-this-from-rotting).
### Gate 0 — Fix what is already wrong
**This comes first, before any new capability.** The desktop work is the
temptation and it is the wrong thing to do next: a compositor built on a kernel
with an unexplained hang and a socket layer that reports success for things it
did not do will fail in ways indistinguishable from its own bugs. That is the
same argument that put `netdev_selftest()` before the TCP/IP stack, and it was
right then.
**Things that are actively wrong:**
- [x] ~~**The `ls -lR` hang.**~~ **Not reproducible.** Instrumented and hunted;
see below. Left here rather than deleted because the absence of a result
is the result.
- [x] ~~**`setsockopt` returns 0 without setting anything.**~~ Six options now
genuinely reach lwIP's pcb and everything else is `ENOPROTOOPT`. Round-trip
checks in `cmd/socktest`, which a permissive stub cannot pass: it has to
read back a value it was set *and* refuse an unknown option.
- [x] ~~**`accept4` silently drops its flags.**~~ It is its own table entry now
rather than an alias for `accept` — an alias would have had to read a
fourth argument that `accept` never passes, inventing a `SOCK_NONBLOCK`
out of whatever the caller last left in that register.
- [x] ~~**Timestamps on everything created after boot read 1970.**~~ Both
`know()` (SchFS) and `now_sec()` (v1) returned `uptime()` under comments
saying the kernel had no wall clock. It has had one since `time_init()`
started reading the RTC; the comments outlived the condition. Two errors,
not one — `uptime()` counts 10 ms ticks and they were used as seconds, so
the clocks also ran 100× fast.
- [ ] **`getrusage` does not distinguish `RUSAGE_CHILDREN`** from `RUSAGE_SELF`.
- [ ] **`/proc/<pid>/exe` is a regular file, not a symlink**, so `readlink()`
fails and `ps -o comm` prints `[init]`. Needs symlink support in procfs.
- [ ] **OVMF memory reporting**, if the region-list fix did not fully close it.
**Work already done and not connected:**
These are the galling ones — the replacement exists, is tested, and is unused.
- [ ] **Port the console onto the text layer and delete the cell grid.**
`text.c` and `ttf.c` both exist and work. The console still indexes
`font_data[256][16]`.
- [ ] **Load a font from disk** and point the console at it.
- [x] ~~**Interrupt-driven receive.**~~ The e1000's handler calls
`netdev_rx_signal()`, which ends the network thread's wait early; the frame
is still *pulled* by the thread, because an interrupt handler can neither
sleep on the buffer cache nor take the lwIP lock. The wait stays on the
tick so lwIP's timers keep their floor. Proven rather than assumed:
`/proc/netif` gained `wake_rx`/`wake_tick`, and across three pings
`rx_frames` and `wake_rx` both went 2 -> 6.
**Structural, because everything after this compounds on it:**
- [ ] **A slab or pool allocator.** `kalloc` hands out one page at a time, and
every subsystem written since has invented its own fixed-size table to
work around it — `NPROC`, `NSOCK`, `NDEVICE`, `NSHM`, `MAXJOBS`. This is
the single change that most improves everything else in the kernel, and
it gets more expensive with every table added.
- [x] ~~**SchFS on-disk format version policy.**~~ Done. `SCHFS_VERSION` for
frame changes, plus `compat`/`ro_compat`/`incompat` feature flags in what
was `reserved0` — so existing images keep every field offset and read
unchanged. `uber_check()` now distinguishes *damaged* (step over it; that
is what the ring is for) from *too new* (stop), because falling back to an
older uberblock mounts a stale filesystem and reports success. Proven on a
forged image: the old code mounted the stale root and exited 0.
Still owed: an actual upgrade step, which is only writable once there are
two formats. See [../architecture/schfs.md](../architecture/schfs.md).
**Found while doing the above, and fixed:**
- [x] ~~Every `AF_INET` socket failed with `ENFILE` until DHCP bound.~~
`inet_new()` required an *address* before it would hand out a socket, and
reported the refusal as "file table overflow". Creating a socket is not
the same as having somewhere to send; a bind or connect with no route
fails on its own with an error that says so. `net_is_ready()` (lwIP up) is
now distinct from `net_is_up()` (DHCP bound).
- [x] ~~`socktest` asserted "AF_INET is refused, not faked".~~ True when written,
false since AF_INET landed — and **green the whole time**, because the
suite runs before DHCP binds and the `ENFILE` above made the refusal look
real. A test asserting a failure has to say *which* failure.
**The suite itself:**
Both of these were found by running `make schfs-check` rather than by reading
it, and both predate the current work — confirmed by stashing and re-running.
They are here rather than filed as nice-to-haves because a suite that is red for
known reasons stops being read, and then it is red for unknown reasons too.
- [x] ~~**`make schfs-check` fails at baseline.**~~ Fixed, and it was not only a
test bug. The allocation map was taken through a `palloc` callback and
there was **no way to give it back** — no `schfs_space_release`, and a
comment in `schfs_space_init` reading *"caller frees what was taken"* for
an API the caller did not have.
So the kernel leaked the whole map on **every unmount**, up to 2 MB a
time, and `schfs_space_init`'s own error path stranded a page it had
already taken because `npages` was only raised after *both* allocations
succeeded. The test's 518 leaked pages were the symptom that pointed at
it.
The map now carries its own `pfree` so it can only be freed by the
allocator that filled it, `schfs_vol_open`/`schfs_vol_format` release any
map the volume already holds, and unmount releases. `schfs_objtest`
asserts the balance — 520 pages taken, 520 given back — so the next leak
fails the suite instead of being absorbed by it.
- [ ] **31 UndefinedBehaviorSanitizer errors**, all one root cause: records are
read straight out of a tree leaf by casting a pointer into the block, and
a record's offset within a leaf is not a multiple of 8. Sites:
`obj.c` (9), `objw.c` (11), `attr.c` (7), `space.c` (5), across
`schfs_dirent_rec`, `schfs_extent`, `schfs_extref`, `schfs_index_rec` and
`schfs_snap`.
**This is a real hazard, not sanitizer pedantry.** Unaligned access
happens to work on x86, which is why it has never shown as a bug — but it
is undefined in C, and a compiler that knows a pointer is 8-aligned is
entitled to emit an instruction that requires it. The failure would appear
under a different optimisation level or on a different architecture, and
would look like filesystem corruption rather than a codegen problem.
The fix that keeps the format unchanged is to stop casting: copy the bytes
into an aligned local with `memmove`, or declare the records packed so the
compiler stops assuming. Padding the records to 8 bytes would also work
and costs on-disk space — and is now a **format change**, which is what
the version policy above is for.
**The identity item:**
- [ ] **Boot from a USB disk.** The xHCI stack, bulk-only transport, SCSI and
the block device all work; a superblock reads back through `bread()`. What
is missing is that the root device is compiled in rather than selectable.
Without this the acceptance test above cannot run at all.
#### The `ls -lR` hang, and why it is closed
Hunted with the instrumentation it asked for, under a workload heavier than the
one that originally triggered it — ten iterations of `ls -lR /bin`, interleaved
with writes and `cd`, 33 execs and 13378 tree descents. Measured across it:
```
inode_peak 9 / 200 unchanged
file_peak 9 / 512 unchanged
buf_pinned_peak 1 / 256 unchanged
schfs0 locked 0 tx_owner_pid 0 tx_depth 0
```
Nothing climbed, nothing wedged, and the repaired `holdingsleep` assertion never
fired. **That eliminates this file's own stated hypothesis** — "a lock or
reference-count leak somewhere in the `*at()` paths" — and it is very likely the
bug was fixed in passing by the `*at()` dirfd rewrite, the getdents cookie
rewrite, or SchFS becoming the root, all of which landed after it was reported.
It is closed rather than chased further, and that is a deliberate application of
the two-things-in-flight rule. The instrumentation is permanent: if it ever
happens again, `/proc/fsstat` names the table, or shows `locked 1` with
`tx_owner_pid 0` and the volume lock is orphaned. That is a much better position
than the one it was reported from.
Two real defects were found on the way and fixed, neither proven to be the
cause: `holdingsleep()` never compared the owning pid, which disarmed all seven
`panic()` assertions built on it; and SchFS's `tx_mine()` compared a bare
`struct proc *`, which a recycled ptable slot makes ambiguous.
### Gate 1 — The foundations
[foundations.md](foundations.md), items 1–4. Descriptor passing, a shareable
memory object, `AF_UNIX` in the filesystem namespace.
Nothing above needs these; everything below stops without them.
### Gate 2 — Init as a role
[init.md](init.md), milestones I0–I3.
Before the desktop rather than after, because a compositor being brought up for
the first time crashes constantly, and something that restarts it and says why is
worth far more during that work than at the end of it.
### Gate 3 — The desktop
[wayland.md](wayland.md), W1–W3, and the terminal.
**W4 and W5 are not in 1.0.** Multi-window focus policy and a panel are
post-1.0. One terminal window that works is the bar.
---
## Not in 1.0
The point of this list is that it is *written down*, so it can stop occupying
attention. Nothing here is cancelled.
| | Why it waits |
|---|---|
| **The hybrid kernel** ([hybrid.md](hybrid.md)) | An architecture improvement, not a completeness requirement. It is also the work that most wants a demanding consumer first, and 1.0's compositor is exactly that consumer. |
| **Dynamic linking, Mesa, SDL3** | Everything at 1.0 is statically linked. This is the single biggest post-1.0 unlock and it is a whole project. |
| **A page cache** | `memfd` covers the desktop's needs. General writable `MAP_SHARED` of a file is a real project with no 1.0 consumer. |
| **`.sip` and the installer** | 1.0 installs by writing a USB stick. That is how most systems start and it is honest. |
| **SchFS snapshots, FUSE, Linux module, sparse files, online fsck** | The format version (Gate 0) is the prerequisite for all of them, and it is the only part on a clock. |
| **The interactive crash screen** | PSOGM renders, prints a full report and emits a QR code. That is enough. |
| **CFF/OTF fonts, kerning, text layout** | TrueType and fixed advances are enough for a terminal. |
| **Routing, `getsockname`/`getpeername`, IPv6** | One interface, one default route, works. |
| **Multiple outputs, damage tracking, subsurfaces, xkbcommon** | One screen, full repaints, one keymap. |
| **Audio** | Does not exist in any form and is not required to use a machine. |
| **Panel, notifications, settings, file manager** | A terminal is a desktop. |
| **SchAPI itself** | Deliberately. It should be designed *from* the compositor's experience, not before it. |
---
## The rule for this list
**Adding to Gate 0–3 requires deleting something else from it.**
Not a productivity trick — a forcing function. The reason this project feels
overwhelming is that ~20 fronts have been open simultaneously, and no amount of
discipline makes that workable. The fix is structural.
And one working limit, worth holding to literally:
> **Two things in flight. Never three.**
One in Gate 0 and one being written up. Everything else is closed — in the
document, and out of your head.
---
## How you will know it is going well
Not by velocity. By this:
**Every closed item leaves a description behind.** When the `ls -lR` hang is
fixed, `history/kernel.md` gains an entry saying what it actually was. When the
console moves onto the text layer, `architecture/graphics.md` loses a line from
its *What it does not do* section.
Those "does not do" sections shrinking is the real progress bar, and it is the
only one that does not lie.
---
## A note worth keeping
This document was written because the work started to feel overwhelming, and
that is worth recording rather than tidying away — because the feeling was
about the *shape* of the work and not its quality, and the two are easy to
confuse when you are inside it.
The evidence at the time: SMP working on real hardware after five bugs stacked
behind each other; a copy-on-write filesystem whose crash test cuts the power one
write later, 119 times, and demands a clean mount after each; a TCP/IP stack
asserted from both ends; an xHCI driver written from the specification; and a
documentation tree that records why things are strange so they do not get
un-fixed by accident.
None of that is the output of a project in trouble. It was a project with too
many tabs open.