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+# BIRD Journey to Threads. Chapter 2: Asynchronous route export
+
+Route export is a core algorithm of BIRD. This chapter covers how we are making
+this procedure multithreaded. Desired outcomes are mostly lower latency of
+route import, flap dampening and also faster route processing in large
+configurations with lots of export from one table.
+
+BIRD is a fast, robust and memory-efficient routing daemon designed and
+implemented at the end of 20th century. We're doing a significant amount of
+BIRD's internal structure changes to make it possible to run in multiple
+threads in parallel.
+
+## How routes are propagated through BIRD
+
+In the [previous chapter](https://en.blog.nic.cz/2021/03/23/bird-journey-to-threads-chapter-1-the-route-and-its-attributes/), you could learn how the route import works. We should
+now extend that process by the route export.
+
+1. (In protocol code.) Create the route itself and propagate it through the
+ right channel by calling `rte_update`.
+2. The channel runs its import filter.
+3. New best route is selected.
+4. For each channel:
+ 1. The channel runs its preexport hook and export filter.
+ 2. (Optionally.) The channel merges the nexthops to create an ECMP route.
+ 3. The channel calls the protocol's `rt_notify` hook.
+5. After all exports are finished, the `rte_update` call finally returns and
+ the source protocol may do anything else.
+
+Let's imagine that all the protocols are running in parallel. There are two
+protocols with a route prepared to import. One of those wins the table lock,
+does the import and then the export touches the other protocol which must
+either:
+
+* store the route export until it finishes its own imports, or
+* have independent import and export parts.
+
+Both of these conditions are infeasible for common use. Implementing them would
+make protocols much more complicated with lots of new code to test and release
+at once and also quite a lot of corner cases. Risk of deadlocks is also worth
+mentioning.
+
+## Asynchronous route export
+
+We decided to make it easier for protocols and decouple the import and export
+this way:
+
+1. The import is done.
+2. Best route is selected.
+3. Resulting changes are stored.
+
+Then, after the importing protocol returns, the exports are processed for each
+exporting channel in parallel: Some protocols
+may process the export directly after it is stored, other protocols wait
+until they finish another job.
+
+This eliminates the risk of deadlocks and all protocols' `rt_notify` hooks can
+rely on their independence. There is only one question. How to store the changes?
+
+## Route export modes
+
+To find a good data structure for route export storage, we shall first know the
+readers. The exporters may request different modes of route export.
+
+### Export everything
+
+This is the most simple route export mode. The exporter wants to know about all
+the routes as they're changing. We therefore simply store the old route until
+the change is fully exported and then we free the old stored route.
+
+To manage this, we can simply queue the changes one after another and postpone
+old route cleanup after all channels have exported the change. The queue member
+would look like this:
+
+```
+struct {
+ struct rte_storage *new;
+ struct rte_storage *old;
+};
+```
+
+### Export best
+
+This is another simple route export mode. We check whether the best route has
+changed; if not, no export happens. Otherwise, the export is propagated as the
+old best route changing to the new best route.
+
+To manage this, we could use the queue from the previous point by adding new
+best and old best pointers. It is guaranteed that both the old best and new
+best pointers are always valid in time of export as all the changes in them
+must be stored in future changes which have not been exported yet by this
+channel and therefore not freed yet.
+
+```
+struct {
+ struct rte_storage *new;
+ struct rte_storage *new_best;
+ struct rte_storage *old;
+ struct rte_storage *old_best;
+};
+```
+
+Anyway, we're getting to the complicated export modes where this simple
+structure is simply not enough.
+
+### Export merged
+
+Here we're getting to some kind of problems. The exporting channel requests not
+only the best route but also all routes that are good enough to be considered
+ECMP-eligible (we call these routes *mergable*). The export is then just one
+route with just the nexthops merged. Export filters are executed before
+merging and if the best route is rejected, nothing is exported at all.
+
+To achieve this, we have to re-evaluate export filters any time the best route
+or any mergable route changes. Until now, the export could just do what it wanted
+as there was only one thread working. To change this, we need to access the
+whole route list and process it.
+
+### Export first accepted
+
+In this mode, the channel runs export filters on a sorted list of routes, best first.
+If the best route gets rejected, it asks for the next one until it finds an
+acceptable route or exhausts the list. This export mode requires a sorted table.
+BIRD users may know this export mode as `secondary` in BGP.
+
+For now, BIRD stores two bits per route for each channel. The *export bit* is set
+if the route has been really exported to that channel. The *reject bit* is set
+if the route was rejected by the export filter.
+
+When processing a route change for accepted, the algorithm first checks the
+export bit for the old route. If this bit is set, the old route is that one
+exported so we have to find the right one to export. Therefore the sorted route
+list is walked best to worst to find a new route to export, using the reject
+bit to evaluate only routes which weren't rejected in previous runs of this
+algorithm.
+
+If the old route bit is not set, the algorithm walks the sorted route list best
+to worst, checking the position of new route with respect to the exported route.
+If the new route is worse, nothing happens, otherwise the new route is sent to
+filters and finally exported if passes.
+
+### Export by feed
+
+To resolve problems arising from previous two export modes (merged and first accepted),
+we introduce a way to process a whole route list without locking the table
+while export filters are running. To achieve this, we follow this algorithm:
+
+1. The exporting channel sees a pending export.
+2. *The table is locked.*
+3. All routes (pointers) for the given destination are dumped to a local array.
+4. Also first and last pending exports for the given destination are stored.
+5. *The table is unlocked.*
+6. The channel processes the local array of route pointers.
+7. All pending exports between the first and last stored (incl.) are marked as processed to allow for cleanup.
+
+After unlocking the table, the pointed-to routes are implicitly guarded by the
+sole fact that no pending export has not yet been processed by all channels
+and the cleanup routine frees only resources after being processed.
+
+The pending export range must be stored together with the feed. While
+processing export filters for the feed, another export may come in. We
+must process the export once again as the feed is now outdated, therefore we
+must mark only these exports that were pending for this destination when the
+feed was being stored. We also can't mark them before actually processing them
+as they would get freed inbetween.
+
+## Pending export data structure
+
+As the two complicated export modes use the export-by-feed algorithm, the
+pending export data structure may be quite minimalistic.
+
+```
+struct rt_pending_export {
+ struct rt_pending_export * _Atomic next; /* Next export for the same destination */
+ struct rte_storage *new; /* New route */
+ struct rte_storage *new_best; /* New best route in unsorted table */
+ struct rte_storage *old; /* Old route */
+ struct rte_storage *old_best; /* Old best route in unsorted table */
+ _Atomic u64 seq; /* Sequential ID (table-local) of the pending export */
+};
+```
+
+To allow for squashing outdated pending exports (e.g. for flap dampening
+purposes), there is a `next` pointer to the next export for the same
+destination. This is also needed for the export-by-feed algorithm to traverse
+the list of pending exports.
+
+We should also add several items into `struct channel`.
+
+```
+ struct coroutine *export_coro; /* Exporter and feeder coroutine */
+ struct bsem *export_sem; /* Exporter and feeder semaphore */
+ struct rt_pending_export * _Atomic last_export; /* Last export processed */
+ struct bmap export_seen_map; /* Keeps track which exports were already processed */
+ u64 flush_seq; /* Table export seq when the channel announced flushing */
+```
+
+To run the exports in parallel, `export_coro` is run and `export_sem` is
+used for signalling new exports to it. The exporter coroutine also marks all
+seen sequential IDs in its `export_seen_map` to make it possible to skip over
+them if seen again. The exporter coroutine is started when export is requested
+and stopped when export is stopped.
+
+There is also a table cleaner routine
+(see [previous chapter](https://en.blog.nic.cz/2021/03/23/bird-journey-to-threads-chapter-1-the-route-and-its-attributes/))
+which must cleanup also the pending exports after all the channels are finished with them.
+To signal that, there is `last_export` working as a release point: the channel
+guarantees that it doesn't touch the pointed-to pending export (or any older), nor any data
+from it.
+
+The last tricky point here is channel flushing. When any channel stops, all its
+routes are automatically freed and withdrawals are exported if appropriate.
+Until now, the routes could be flushed synchronously, anyway now flush has
+several phases, stored in `flush_active` channel variable:
+
+1. Flush started.
+2. Withdrawals for all the channel's routes are issued.
+ Here the channel stores the `seq` of last current pending export to `flush_seq`)
+3. When the table's cleanup routine cleans up the withdrawal with `flush_seq`,
+ the channel may safely stop and free its structures as all `sender` pointers in routes are now gone.
+
+Finally, some additional information has to be stored in tables:
+
+```
+ _Atomic byte export_used; /* Export journal cleanup scheduled */ \
+ struct rt_pending_export * _Atomic first_export; /* First export to announce */ \
+ byte export_scheduled; /* Export is scheduled */
+ list pending_exports; /* List of packed struct rt_pending_export */
+ struct fib export_fib; /* Auxiliary fib for storing pending exports */
+ u64 next_export_seq; /* The next export will have this ID */
+```
+
+The exports are:
+1. Assigned the `next_export_seq` sequential ID, incrementing this item by one.
+2. Put into `pending_exports` and `export_fib` for both sequential and by-destination access.
+3. Signalled by setting `export_scheduled` and `first_export`.
+
+After processing several exports, `export_used` is set and route table maintenance
+coroutine is woken up to possibly do cleanup.
+
+The `struct rt_pending_export` seems to be best allocated by requesting a whole
+memory page, containing a common list node, a simple header and packed all the
+structures in the rest of the page. This may save a significant amount of memory.
+In case of congestion, there will be lots of exports and every spare kilobyte
+counts. If BIRD is almost idle, the optimization does nothing on the overall performance.
+
+## Export algorithm
+
+As we have explained at the beginning, the current export algorithm is
+synchronous and table-driven. The table walks the channel list and propagates the update.
+The new export algorithm is channel-driven. The table just indicates that it
+has something new in export queue and the channel decides what to do with that and when.
+
+### Pushing an export
+
+When a table has something to export, it enqueues an instance of
+`struct rt_pending_export` together with updating the `last` pointer (and
+possibly also `first`) for this destination's pending exports.
+
+Then it pings its maintenance coroutine (`rt_event`) to notify the exporting
+channels about a new route. Before the maintenance coroutine acquires the table
+lock, the importing protocol may e.g. prepare the next route inbetween.
+The maintenance coroutine, when it wakes up, walks the list of channels and
+wakes their export coroutines.
+
+These two levels of asynchronicity are here for an efficiency reason.
+
+1. In case of low table load, the export is announced just after the import happens.
+2. In case of table congestion, the export notification locks the table as well
+ as all route importers, effectively reducing the number of channel list traversals.
+
+### Processing an export
+
+After these two pings, the channel finally knows that there is an export pending.
+
+1. The channel waits for a semaphore. This semaphore is posted by the table
+ maintenance coroutine.
+2. The channel checks whether there is a `last_export` stored.
+ 1. If yes, it proceeds with the next one.
+ 2. Otherwise it takes `first_export` from the table. This special
+ pointer is atomic and can be accessed without locking and also without clashing
+ with the export cleanup routine.
+3. The channel checks its `export_seen_map` whether this export has been
+ already processed. If so, it goes back to 1. to get the next export. No
+ action is needed with this one.
+4. As now the export is clearly new, the export chain (single-linked list) is
+ scanned for the current first and last export. This is done by following the
+ `next` pointer in the exports.
+5. If all-routes mode is used, the exports are processed one-by-one. In future
+ versions, we may employ some simple flap-dampening by checking the pending
+ export list for the same route src. *No table locking happens.*
+6. If best-only mode is employed, just the first and last exports are
+ considered to find the old and new best routes. The inbetween exports do nothing. *No table locking happens.*
+7. If export-by-feed is used, the current state of routes in table are fetched and processed
+ as described above in the "Export by feed" section.
+8. All processed exports are marked as seen.
+9. The channel stores the first processed export to `last_export` and returns
+ to beginning.to wait for next exports. The latter exports are then skipped by
+ step 3 when the export coroutine gets to them.
+
+## The full life-cycle of routes
+
+Until now, we're always assuming that the channels *just exist*. In real life,
+any channel may go up or down and we must handle it, flushing the routes
+appropriately and freeing all the memory just in time to avoid both
+use-after-free and memory leaks. BIRD is written in C which has no garbage
+collector or other modern features alike so memory management is a thing.
+
+### Protocols and channels as viewed from a route
+
+BIRD consists effectively of protocols and tables. **Protocols** are active parts,
+kind-of subprocesses manipulating routes and other data. **Tables** are passive,
+serving as a database of routes. To connect a protocol to a table, a
+**channel** is created.
+
+Every route has its `sender` storing the channel which has put the route into
+the current table. Therefore we know which routes to flush when a channel goes down.
+
+Every route also has its `src`, a route source allocated by the protocol which
+originated it first. This is kept when a route is passed through a *pipe*. The
+route source is always bound to protocol; it is possible that a protocol
+announces routes via several channels using the same src.
+
+Both `src` and `sender` must point to active protocols and channels as inactive
+protocols and channels may be deleted any time.
+
+### Protocol and channel lifecycle
+
+In the beginning, all channels and protocols are down. Until they fully start,
+no route from them is allowed to any table. When the protocol and channel is up,
+they may originate and receive routes freely. However, the transitions are worth mentioning.
+
+### Channel startup and feed
+
+When protocols and channels start, they need to get the current state of the
+appropriate table. Therefore, after a protocol and channel start, also the
+export-feed coroutine is initiated.
+
+Tables can contain millions of routes. It may lead to long import latency if a channel
+was feeding itself in one step. The table structure is (at least for now) too
+complicated to be implemented as lockless, thus even read access needs locking.
+To mitigate this, the feeds are split to allow for regular route propagation
+with a reasonable latency.
+
+When the exports were synchronous, we simply didn't care and just announced the
+exports to the channels from the time they started feeding. When making exports
+asynchronous, it is crucial to avoid (hopefully) all the possible race conditions
+which could arise from simultaneous feed and export. As the feeder routines had
+to be rewritten, it is a good opportunity to make this precise.
+
+Therefore, when a channel goes up, it also starts exports:
+
+1. Start the feed-export coroutine.
+2. *Lock the table.*
+3. Store the last export in queue.
+4. Read a limited number of routes to local memory together with their pending exports.
+5. If there are some routes to process:
+ 1. *Unlock the table.*
+ 2. Process the loaded routes.
+ 3. Set the appropriate pending exports as seen.
+ 4. *Lock the table*
+ 5. Go to 4. to continue feeding.
+6. If there was a last export stored, load the next one to be processed. Otherwise take the table's `first_export`.
+7. *Unlock the table.*
+8. Run the exporter loop.
+
+*Note: There are some nuances not mentioned here how to do things in right
+order to avoid missing some events while changing state. For specifics, look
+into the code in `nest/rt-table.c` in branch `alderney`.*
+
+When the feeder loop finishes, it continues smoothly to process all the exports
+that have been queued while the feed was running. Step 5.3 ensures that already
+seen exports are skipped, steps 3 and 6 ensure that no export is missed.
+
+### Channel flush
+
+Protocols and channels need to stop for a handful of reasons, All of these
+cases follow the same routine.
+
+1. (Maybe.) The protocol requests to go down or restart.
+2. The channel requests to go down or restart.
+3. The channel requests to stop export.
+4. In the feed-export coroutine:
+ 1. At a designated cancellation point, check cancellation.
+ 2. Clean up local data.
+ 3. *Lock main BIRD context*
+ 4. If shutdown requested, switch the channel to *flushing* state and request table maintenance.
+ 5. *Stop the coroutine and unlock main BIRD context.*
+5. In the table maintenance coroutine:
+ 1. Walk across all channels and check them for *flushing* state, setting `flush_active` to 1.
+ 2. Walk across the table (split to allow for low latency updates) and
+ generate a withdrawal for each route sent by the flushing channels.
+ 3. When all the table is traversed, the flushing channels' `flush_active` is set to 2 and
+ `flush_seq` is set to the current last export seq.
+ 3. Wait until all the withdrawals are processed by checking the `flush_seq`.
+ 4. Mark the flushing channels as *down* and eventually proceed to the protocol shutdown or restart.
+
+There is also a separate routine that handles bulk cleanup of `src`'s which
+contain a pointer to the originating protocol. This routine may get reworked in
+future; for now it is good enough.
+
+### Route export cleanup
+
+Last but not least is the export cleanup routine. Until now, the withdrawn
+routes were exported synchronously and freed directly after the import was
+done. This is not possible anymore. The export is stored and the import returns
+to let the importing protocol continue its work. We therefore need a routine to
+cleanup the withdrawn routes and also the processed exports.
+
+First of all, this routine refuses to cleanup when any export is feeding or
+shutting down. In future, cleanup while feeding should be possible, anyway for
+now we aren't sure about possible race conditions.
+
+Anyway, when all the exports are in a steady state, the routine works as follows:
+
+1. Walk the active exports and find a minimum (oldest export) between their `last_export` values.
+2. If there is nothing to clear between the actual oldest export and channels' oldest export, do nothing.
+3. Find the table's new `first_export` and set it. Now there is nobody pointing to the old exports.
+4. Free the withdrawn routes.
+5. Free the old exports, removing them also from the first-last list of exports for the same destination.
+
+## Results of these changes
+
+This step is a first major step to move forward. Using just this version may be
+still as slow as the single-threaded version, at least if your export filters are trivial.
+Anyway, the main purpose of this step is not an immediate speedup. It is more
+of a base for the next steps:
+
+* Unlocking of pipes should enable parallel execution of all the filters on
+ pipes, limited solely by the principle *one thread for every direction of
+ pipe*.
+* Conversion of CLI's `show route` to the new feed-export coroutines should
+ enable faster table queries. Moreover, this approach will allow for
+ better splitting of model and view in CLI with a good opportunity to
+ implement more output formats, e.g. JSON.
+* Unlocking of kernel route synchronization should fix latency issues induced
+ by long-lasting kernel queries.
+* Partial unlocking of BGP packet processing should allow for parallel
+ execution in almost all phases of BGP route propagation.
+* Partial unlocking of OSPF route recalculation should raise the useful
+ maximums of topology size.
+
+The development is now being done mostly in the branch `alderney`. If you asked
+why such strange branch names like `jersey`, `guernsey` and `alderney`, here is
+a kind-of reason. Yes, these branches could be named `mq-async-export`,
+`mq-async-export-new`, `mq-async-export-new-new`, `mq-another-async-export` and
+so on. That's so ugly, isn't it? Let's be creative. *Jersey* is an island where a
+same-named knit was first produced – and knits are made of *threads*. Then, you
+just look into a map and find nearby islands.
+
+Also why so many branches? The development process is quite messy. BIRD's code
+heavily depends on single-threaded approach. This is (in this case)
+exceptionally good for performance, as long as you have one thread only. On the
+other hand, lots of these assumptions are not documented so in many cases one
+desired change yields a chain of other unforeseen changes which must precede.
+This brings lots of backtracking, branch rebasing and other Git magic. There is
+always a can of worms somewhere in the code.
+
+*It's still a long road to the version 2.1. This series of texts should document
+what is needed to be changed, why we do it and how. The
+[previous chapter](https://en.blog.nic.cz/2021/03/23/bird-journey-to-threads-chapter-1-the-route-and-its-attributes/)
+showed the necessary changes in route storage. In the next chapter, we're going
+to describe how the coroutines are implemented and what kind of locking system
+are we employing to prevent deadlocks. Stay tuned!*