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Initialization stages aka how to get your code initialized at the right moment


1. Background

Originally all subsystems were initialized via a dedicated function call
from the huge main() function. Then some code started to become conditional
or a bit more modular and the #ifdef placed there became a mess, resulting
in init code being moved to function constructors in each subsystem's own
file. Then pools of various things were introduced, starting to make the
whole init sequence more complicated due to some forms of internal
dependencies. Later epoll was introduced, requiring a post-fork callback,
and finally threads arrived also requiring some post-thread init/deinit
and allocation, marking the old architecture's last breath. Finally the
whole thing resulted in lots of init code duplication and was simplified
in 1.9 with the introduction of initcalls and initialization stages.


2. New architecture

The new architecture relies on two layers :
  - the registration functions
  - the INITCALL macros and initialization stages

The first ones are mostly used to add a callback to a list. The second ones
are used to specify when to call a function. Both are totally independent,
however they are generally combined via another set consisting in the REGISTER
macros which make some registration functions be called at some specific points
during the init sequence.


3. Registration functions

Registration functions never fail. Or more precisely, if they fail it will only
be on out-of-memory condition, and they will cause the process to immediately
exit. As such they do not return any status and the caller doesn't have to care
about their success.

All available functions are described below in alphanumeric ordering. Please
make sure to respect this ordering when adding new ones.

- void hap_register_build_opts(const char *str, int must_free)

  This appends the zero-terminated constant string <str> to the list of known
  build options that will be reported on the output of "haproxy -vv". A line
  feed character ('\n') will automatically be appended after the string when it
  is displayed. The <must_free> argument must be zero, unless the string was
  allocated by any malloc-compatible function such as malloc()/calloc()/
  realloc()/strdup() or memprintf(), in which case it's better to pass a
  non-null value so that the string is freed upon exit. Note that despite the
  function's prototype taking a "const char *", the pointer will actually be
  cast and freed. The const char* is here to leave more freedom to use consts
  when making such options lists.

- void hap_register_per_thread_alloc(int (*fct)())

  This adds a call to function <fct> to the list of functions to be called when
  threads are started, at the beginning of the polling loop. This is also valid
  for the main thread and will be called even if threads are disabled, so that
  it is guaranteed that this function will be called in any circumstance. Each
  thread will first call all these functions exactly once when it starts. Calls
  are serialized by the init_mutex, so that locking is not necessary in these
  functions. There is no relation between the thread numbers and the callback
  ordering. The function is expected to return non-zero on success, or zero on
  failure. A failure will make the process emit a succinct error message and
  immediately exit. See also hap_register_per_thread_free() for functions
  called after these ones.

- void hap_register_per_thread_deinit(void (*fct)());

  This adds a call to function <fct> to the list of functions to be called when
  threads are gracefully stopped, at the end of the polling loop. This is also
  valid for the main thread and will be called even if threads are disabled, so
  that it is guaranteed that this function will be called in any circumstance
  if the process experiences a soft stop. Each thread will call this function
  exactly once when it stops. However contrary to _alloc() and _init(), the
  calls are made without any protection, thus if any shared resource if touched
  by the function, the function is responsible for protecting it. The reason
  behind this is that such resources are very likely to be still in use in one
  other thread and that most of the time the functions will in fact only touch
  a refcount or deinitialize their private resources. See also
  hap_register_per_thread_free() for functions called after these ones.

- void hap_register_per_thread_free(void (*fct)());

  This adds a call to function <fct> to the list of functions to be called when
  threads are gracefully stopped, at the end of the polling loop, after all calls
  to _deinit() callbacks are done for this thread. This is also valid for the
  main thread and will be called even if threads are disabled, so that it is
  guaranteed that this function will be called in any circumstance if the
  process experiences a soft stop. Each thread will call this function exactly
  once when it stops. However contrary to _alloc() and _init(), the calls are
  made without any protection, thus if any shared resource if touched by the
  function, the function is responsible for protecting it. The reason behind
  this is that such resources are very likely to be still in use in one other
  thread and that most of the time the functions will in fact only touch a
  refcount or deinitialize their private resources. See also
  hap_register_per_thread_deinit() for functions called before these ones.

- void hap_register_per_thread_init(int (*fct)())

  This adds a call to function <fct> to the list of functions to be called when
  threads are started, at the beginning of the polling loop, right after the
  list of _alloc() functions. This is also valid for the main thread and will
  be called even if threads are disabled, so that it is guaranteed that this
  function will be called in any circumstance. Each thread will call this
  function exactly once when it starts, and calls are serialized by the
  init_mutex which is held over all _alloc() and _init() calls, so that locking
  is not necessary in these functions. In other words for all threads but the
  current one, the sequence of _alloc() and _init() calls will be atomic. There
  is no relation between the thread numbers and the callback ordering. The
  function is expected to return non-zero on success, or zero on failure. A
  failure will make the process emit a succinct error message and immediately
  exit. See also hap_register_per_thread_alloc() for functions called before
  these ones.

- void hap_register_pre_check(int (*fct)())

  This adds a call to function <fct> to the list of functions to be called at
  the step just before the configuration validity checks. This is useful when you
  need to create things like it would have been done during the configuration
  parsing and where the initialization should continue in the configuration
  check.
  It could be used for example to generate a proxy with multiple servers using
  the configuration parser itself. At this step the final trash buffers are
  allocated. Threads are not yet started so no protection is required. The
  function is expected to return non-zero on success, or zero on failure. A
  failure will make the process emit a succinct error message and immediately
  exit.

- void hap_register_post_check(int (*fct)())

  This adds a call to function <fct> to the list of functions to be called at
  the end of the configuration validity checks, just at the point where the
  program either forks or exits depending whether it's called with "-c" or not.
  Such calls are suited for memory allocation or internal table pre-computation
  that would preferably not be done on the fly to avoid inducing extra time to
  a pure configuration check. Threads are not yet started so no protection is
  required. The function is expected to return non-zero on success, or zero on
  failure. A failure will make the process emit a succinct error message and
  immediately exit.

- void hap_register_post_deinit(void (*fct)())

  This adds a call to function <fct> to the list of functions to be called when
  freeing the global sections at the end of deinit(), after everything is
  stopped. The process is single-threaded at this point, thus these functions
  are suitable for releasing configuration elements provided that no other
  _deinit() function uses them, i.e. only close/release what is strictly
  private to the subsystem. Since such functions are mostly only called during
  soft stops (reloads) or failed startups, they tend to experience much less
  test coverage than others despite being more exposed, and as such a lot of
  care must be taken to test them especially when facing partial subsystem
  initializations followed by errors.

- void hap_register_post_proxy_check(int (*fct)(struct proxy *))

  This adds a call to function <fct> to the list of functions to be called for
  each proxy, after the calls to _post_server_check(). This can allow, for
  example, to pre-configure default values for an option in a frontend based on
  the "bind" lines or something in a backend based on the "server" lines. It's
  worth being aware that such a function must be careful not to waste too much
  time in order not to significantly slow down configurations with tens of
  thousands of backends. The function is expected to return non-zero on
  success, or zero on failure. A failure will make the process emit a succinct
  error message and immediately exit.

- void hap_register_post_server_check(int (*fct)(struct server *))

  This adds a call to function <fct> to the list of functions to be called for
  each server, after the call to check_config_validity(). This can allow, for
  example, to preset a health state on a server or to allocate a protocol-
  specific memory area. It's worth being aware that such a function must be
  careful not to waste too much time in order not to significantly slow down
  configurations with tens of thousands of servers. The function is expected
  to return non-zero on success, or zero on failure. A failure will make the
  process emit a succinct error message and immediately exit.

- void hap_register_proxy_deinit(void (*fct)(struct proxy *))

  This adds a call to function <fct> to the list of functions to be called when
  freeing the resources during deinit(). These functions will be called as part
  of the proxy's resource cleanup. Note that some of the proxy's fields will
  already have been freed and others not, so such a function must not use any
  information from the proxy that is subject to being released. In particular,
  all servers have already been deleted. Since such functions are mostly only
  called during soft stops (reloads) or failed startups, they tend to
  experience much less test coverage than others despite being more exposed,
  and as such a lot of care must be taken to test them especially when facing
  partial subsystem initializations followed by errors. It's worth mentioning
  that too slow functions could have a significant impact on the configuration
  check or exit time especially on large configurations.

- void hap_register_server_deinit(void (*fct)(struct server *))

  This adds a call to function <fct> to the list of functions to be called when
  freeing the resources during deinit(). These functions will be called as part
  of the server's resource cleanup. Note that some of the server's fields will
  already have been freed and others not, so such a function must not use any
  information from the server that is subject to being released. Since such
  functions are mostly only called during soft stops (reloads) or failed
  startups, they tend to experience much less test coverage than others despite
  being more exposed, and as such a lot of care must be taken to test them
  especially when facing partial subsystem initializations followed by errors.
  It's worth mentioning that too slow functions could have a significant impact
  on the configuration check or exit time especially on large configurations.


4. Initialization stages

In order to offer some guarantees, the startup of the program is split into
several stages. Some callbacks can be placed into each of these stages using
an INITCALL macro, with 0 to 3 arguments, respectively called INITCALL0 to
INITCALL3. These macros must be placed anywhere at the top level of a C file,
preferably at the end so that the referenced symbols have already been met,
but it may also be fine to place them right after the callbacks themselves.

Such callbacks are referenced into small structures containing a pointer to the
function and 3 arguments. NULL replaces unused arguments. The callbacks are
cast to (void (*)(void *, void *, void *)) and the arguments to (void *).

The first argument to the INITCALL macro is the initialization stage. The
second one is the callback function, and others if any are the arguments.
The init stage must be among the values of the "init_stage" enum, currently,
and in this execution order:

  - STG_PREPARE  : used to preset variables, pre-initialize lookup tables and
                   pre-initialize list heads
  - STG_LOCK     : used to pre-initialize locks
  - STG_REGISTER : used to register static lists such as keywords
  - STG_ALLOC    : used to allocate the required structures
  - STG_POOL     : used to create pools
  - STG_INIT     : used to initialize subsystems

Each stage is guaranteed that previous stages have successfully completed. This
means that an INITCALL placed at stage STG_INIT is guaranteed that all pools
were already created and will be usable. Conversely, an INITCALL placed at
stage STG_REGISTER must not rely on any field that requires preliminary
allocation nor initialization. A callback cannot rely on other callbacks of the
same stage, as the execution order within a stage is undefined and essentially
depends on the linking order.

The STG_REGISTER level is made for run-time linking of the various modules that
compose the executable. Keywords, protocols and various other elements that are
local known to each compilation unit can will be appended into common lists at
boot time. This is why this call is placed just before STG_ALLOC.

Note that trash is needed in various functions. Trash is a pool and is
allocated during STG_POOL, so it's not permitted to use it before STG_INIT,
where it will only use the default size, and may be reallocated later with a
different size.

Example: register a very early call to init_log() with no argument, and another
         call to cli_register_kw(&cli_kws) much later:

   INITCALL0(STG_PREPARE, init_log);
   INITCALL1(STG_REGISTER, cli_register_kw, &cli_kws);

Technically speaking, each call to such a macro adds a distinct local symbol
whose dynamic name involves the line number. These symbols are placed into a
separate section and the beginning and end section pointers are provided by the
linker. When too old a linker is used, a fallback is applied consisting in
placing them into a linked list which is built by a constructor function for
each initcall (this takes more room).

Due to the symbols internally using the line number, it is very important not
to place more than one INITCALL per line in the source file.

It is also strongly recommended that functions and referenced arguments are
static symbols local to the source file, unless they are global registration
functions like in the example above with cli_register_kw(), where only the
argument is a local keywords table.

INITCALLs do not expect the callback function to return anything and as such
do not perform any error check. As such, they are very similar to constructors
offered by the compiler except that they are segmented in stages. It is thus
the responsibility of the called functions to perform their own error checking
and to exit in case of error. This may change in the future.


5. REGISTER family of macros

The association of INITCALLs and registration functions allows to perform some
early dynamic registration of functions to be used anywhere, as well as values
to be added to existing lists without having to manipulate list elements. For
the sake of simplification, these combinations are available as a set of
REGISTER macros which register calls to certain functions at the appropriate
init stage. Such macros must be used at the top level in a file, just like
INITCALL macros. The following macros are currently supported. Please keep them
alphanumerically ordered:

- REGISTER_BUILD_OPTS(str)

  Adds the constant string <str> to the list of build options. This is done by
  registering a call to hap_register_build_opts(str, 0) at stage STG_REGISTER.
  The string will not be freed.

- REGISTER_CONFIG_POSTPARSER(name, parser)

  Adds a call to function <parser> at the end of the config parsing. The
  function is called at the very end of check_config_validity() and may be used
  to initialize a subsystem based on global settings for example. This is done
  by registering a call to cfg_register_postparser(name, parser) at stage
  STG_REGISTER.

- REGISTER_CONFIG_SECTION(name, parse, post)

  Registers a new config section name <name> which will be parsed by function
  <parse> (if not null), and with an optional call to function <post> at the
  end of the section. Function <parse> must be of type (int (*parse)(const char
  *file, int linenum, char **args, int inv)), and returns 0 on success or an
  error code among the ERR_* set on failure. The <post> callback takes no
  argument and returns a similar error code. This is achieved by registering a
  call to cfg_register_section() with the three arguments at stage
  STG_REGISTER.

- REGISTER_PER_THREAD_ALLOC(fct)

  Registers a call to register_per_thread_alloc(fct) at stage STG_REGISTER.

- REGISTER_PER_THREAD_DEINIT(fct)

  Registers a call to register_per_thread_deinit(fct) at stage STG_REGISTER.

- REGISTER_PER_THREAD_FREE(fct)

  Registers a call to register_per_thread_free(fct) at stage STG_REGISTER.

- REGISTER_PER_THREAD_INIT(fct)

  Registers a call to register_per_thread_init(fct) at stage STG_REGISTER.

- REGISTER_POOL(ptr, name, size)

  Used internally to declare a new pool. This is made by calling function
  create_pool_callback() with these arguments at stage STG_POOL. Do not use it
  directly, use either DECLARE_POOL() or DECLARE_STATIC_POOL() instead.

- REGISTER_PRE_CHECK(fct)

  Registers a call to register_pre_check(fct) at stage STG_REGISTER.

- REGISTER_POST_CHECK(fct)

  Registers a call to register_post_check(fct) at stage STG_REGISTER.

- REGISTER_POST_DEINIT(fct)

  Registers a call to register_post_deinit(fct) at stage STG_REGISTER.

- REGISTER_POST_PROXY_CHECK(fct)

  Registers a call to register_post_proxy_check(fct) at stage STG_REGISTER.

- REGISTER_POST_SERVER_CHECK(fct)

  Registers a call to register_post_server_check(fct) at stage STG_REGISTER.

- REGISTER_PROXY_DEINIT(fct)

  Registers a call to register_proxy_deinit(fct) at stage STG_REGISTER.

- REGISTER_SERVER_DEINIT(fct)

  Registers a call to register_server_deinit(fct) at stage STG_REGISTER.