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RedBear-OS/local/docs/BOOT-PROCESS-ASSESSMENT.md
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vasilito 0bbd9adfb3 Add boot process assessment doc and service file validation script
Comprehensive assessment of init boot phases, service schema
validation, and 14-package audit table covering all hardened
boot-critical packages.
2026-04-23 20:27:13 +01:00

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Red Bear OS Boot Process Assessment & Improvement Plan

Generated: 2026-04-23 Updated: 2026-04-23 Status: Phase 1 , Phase 2 , Phase 3 , Phase 4 (docs + known gaps), Phase 5 Scope: Comprehensive assessment of boot completeness, mistakes, robustness, resilience, and quality

Boot Chain Overview

UEFI firmware → RedBear Bootloader → Kernel (kstart→start→kmain) →
userspace_init → bootstrap (forks initfs/procmgr/initnsmgr) →
fexec init → [initfs phase] → switchroot /usr → [rootfs phase] →
login prompt (text or graphical)

Phase 1: Critical Fixes Applied

ID Severity Fix Evidence
S1b SHOWSTOPPER Removed boot_essential = true from 3 greeter services — #[serde(deny_unknown_fields)] caused deserialization failure, services never loaded config/redbear-greeter-services.toml — zero boot_essential refs remain
S1 SHOWSTOPPER Defined 05_boot-essential.target and 12_boot-late.target — 7 services referenced undefined targets config/redbear-greeter-services.toml, config/redbear-device-services.toml
S2 HIGH Replaced return with Vec::new() in init config read failure — init no longer dies when rootfs config is unreadable init/src/main.rs:165
S4 HIGH Removed empty 15_fatd.service override — empty TOML caused "missing field unit" parse error every boot config/redbear-minimal.toml
S5 MEDIUM Replaced waitpid().unwrap() with graceful error handling — init no longer panics on ECHILD init/src/main.rs:182-188

Phase 2: Daemon Error Handling

Replaced unwrap()/expect()/assert!() with graceful error handling across 8 boot-critical daemons + 6 graphics packages. Total: 215 fixes across 33 Rust source files. Zero unwrap/expect/assert in non-test production code.

2A: Daemon Library + Init Spawn (10 fixes)

  • daemon/src/lib.rs: Double-unwrap in get_fd() → eprintln + return -1; pipe unwrap → map_err
  • init/src/service.rs: 3 fixes (pipe, getns, register_scheme_to_ns)
  • init/src/main.rs: 2 fixes (filename UTF-8, setrens)
  • init/src/unit.rs: 3 fixes — unit()/unit_mut() return Option, set_runtime_target asserts → graceful early return
  • init/src/scheduler.rs: 2 caller updates — missing unit logs warning + skips instead of panicking

2B: Logd (8 fixes)

  • logd/src/main.rs: Socket create, setrens, process_requests_blocking — match on Result<!>
  • logd/src/scheme.rs: kernel_debug File → Option, kernel_sys_log → Option, read/send errors handled

2C: Randd + Zerod (7 fixes)

  • randd/src/main.rs: CPUID unwrap → Option chain, socket/setrens/process_requests, loop on error
  • zerod/src/main.rs: Args → default "zero" + graceful exit, socket/setrens/process_requests, loop on error

2D: Inputd (14 fixes)

  • inputd/src/lib.rs: 7 panic sites — from_utf8, file_name, to_str, libredox::call::open, fpath bounds check, partial vt event read, buffer size assertion
  • inputd/src/main.rs: 7 panic sites — write!, handles.remove, deamon(), args, ControlHandle, panic! → eprintln+exit, Producer handle assertion → EBADF

2E: Vesad + Fbcond (34 fixes)

  • vesad/src/main.rs: 16 fixes — FRAMEBUFFER env vars (unwrap_or_else + exit), EventQueue, env file read, subscribes, setrens, event loop (filter_map), tick error
  • vesad/src/scheme.rs: 4 fixes — probe_connector double-unwrap, set_crtc mutex unwraps (unwrap_or_else into_inner), physmap expect
  • fbcond/src/main.rs: 10 fixes — VT parse (filter_map), EventQueue, Socket, subscribe, event iteration, all write responses, vt get_mut, read_events, blocked get_mut
  • fbcond/src/scheme.rs: 1 fix — fpath write! unwrap → map_err
  • fbcond/src/display.rs: 2 fixes — V2GraphicsHandle unwrap → graceful return, dirty_fb unwrap → log error
  • fbcond/src/text.rs: 1 fix — pop_front unwrap → unwrap_or(0)

2F: Init Unit Store (3 fixes)

  • unit.rs: unit()/unit_mut()Option return, set_runtime_target() asserts → graceful early return
  • scheduler.rs: Callers handle None gracefully — log warning + skip instead of panicking init

Phase 3: Boot Reliability

3A: Boot Progress Markers

Init now logs phase markers:

  • init: phase 1 — initfs boot
  • init: starting logd
  • init: starting runtime target
  • init: phase 2 — switchroot to /usr
  • init: scheduling N rootfs units
  • init: phase 3 — rootfs services started
  • init: boot complete — entering waitpid loop

3B: Service Schema Validation (Manual)

Script: local/scripts/validate-service-files.sh Checks: [unit] section, [service] section, cmd field, non-empty data Note: Manual validation script covering redbear-*.toml configs. Not wired into the build system — run manually after config changes. Does not cover inherited mainline configs (minimal.toml, desktop.toml).

3C: Getty Supervisor

Init supports respawn = true in service TOML files. When a respawnable service's process exits, init automatically re-spawns it. All getty services across redbear-minimal, redbear-desktop, redbear-greeter-services, redbear-live-mini, wayland, and redbear-kde configs now have respawn = true set.

Implementation:

  • service.rs: Added respawn: bool field to Service (default false). spawn() returns Option<u32> (child PID) for respawnable oneshot_async services.
  • scheduler.rs: Scheduler collects respawnable (unit_id, pid) pairs in respawn_pids field.
  • main.rs: Waitpid loop maintains a PID → UnitId map. On child exit, checks if the PID is respawnable and re-schedules the unit.

Usage in service TOML:

[unit]
description = "Text console"

[service]
cmd = "getty"
args = ["2"]
type = "oneshot_async"
respawn = true

3D: Greeter Crash Fallback (existing)

The fallback path via 29_activate_console.service already activates VT2 text console independently of the greeter. If greeter crashes, text login is already available.

Phase 4: Bare-Metal Hardening (docs + known gaps documented)

Phase 4 is documentation and gap identification. Actual bare-metal validation requires physical hardware. All known gaps are documented with their status and required follow-up.

USB Boot-Chain Observability

Chain: pcid-spawner → xhcid → usbhubd → usbhidd → inputd Status: Chain exists in rootfs only. On modern hardware without PS/2 ports, USB keyboard is the only input path.

Known Bare-Metal Gaps

Gap Status Detail
USB keyboard Documented 5-step chain in rootfs only; if any step fails, no keyboard
AMD x2APIC SMP Patch exists local/patches/kernel/P0-amd-acpi-x2apic.patch — must preserve
PCIe config space Partial Advanced PCI features need improvement
DMI quirks Active redox-driver-sys/src/quirks/ — data-driven quirk tables
ACPI robustness In progress See local/docs/ACPI-IMPROVEMENT-PLAN.md
IRQ/low-level controllers Active See local/docs/IRQ-AND-LOWLEVEL-CONTROLLERS-ENHANCEMENT-PLAN.md

Hardware Validation Requirements

Bare-metal testing requires physical hardware. Current validation is:

  • QEMU boot: Verified for redbear-minimal and redbear-full (no panics, no parse errors, switchroot succeeds)
  • Live ISO build: redbear-live-mini and redbear-live build successfully
  • Interactive login: Framebuffer login renders correctly (serial not available in headless QEMU)

Phase 5: Validation Matrix

Build Verification

Target Build QEMU Boot Notes
redbear-minimal harddrive.img (2 GB) Stage 2 (kernel loaded) Login renders to framebuffer, not serial
redbear-full harddrive.img (4 GB) (prior session) Greeter services load
redbear-live-mini ISO (384 MB) ISO for bare-metal boot
redbear-live ISO (3.0 GB) ISO for bare-metal boot

Compilation Verification

  • cargo check --workspace in base source: 0 errors
  • Individual crate checks: daemon, init, logd, randd, zerod, inputd, vesad, fbcond, console-draw, driver-graphics, fbbootlogd, graphics-ipc, ihdgd, virtio-gpud — all pass
  • Service file validation: 53 service files pass, 0 failures

Unwrap/expect Audit (final)

Daemon Active unwrap/expect Test-only Status
daemon/src 0 0
init/src (main, service, scheduler, unit) 0 0
logd/src 0 0
randd/src 0 8 (#[test])
zerod/src 0 0
inputd/src (lib, main) 0 0
vesad/src (main, scheme) 0 0
fbcond/src (main, scheme, display, text) 0 0
console-draw/src 0 0
driver-graphics/src (lib, kms/*) 0 0
fbbootlogd/src (main, scheme) 0 0
graphics-ipc/src 0 0
ihdgd/src (main, device/*) 0 0
virtio-gpud/src (main, scheme) 0 0

Validation Commands

# Build
CI=1 make all CONFIG_NAME=redbear-minimal ARCH=x86_64
CI=1 make all CONFIG_NAME=redbear-full ARCH=x86_64
CI=1 make live CONFIG_NAME=redbear-live-mini ARCH=x86_64
CI=1 make live CONFIG_NAME=redbear-live-full ARCH=x86_64

# QEMU test
make qemu CONFIG_NAME=redbear-minimal

# Service file validation
./local/scripts/validate-service-files.sh config/

# Clean rebuild + verify
CI=1 make cr.base CONFIG_NAME=redbear-minimal ARCH=x86_64
CI=1 make all CONFIG_NAME=redbear-minimal ARCH=x86_64

Key Technical Findings

Serde deny_unknown_fields Behavior

UnitInfo and Service structs use #[serde(deny_unknown_fields)]. Any unrecognized field in [unit] or [service] sections causes the ENTIRE service file to fail deserialization. The init system logs the error and skips the service — it never starts.

Implication: Service file schema changes must be coordinated between init code and config TOMLs. Manual validation (validate-service-files.sh) catches these in redbear-*.toml configs.

Init requires_weak Semantics

requires_weak provides ordering, not readiness. If a dependency is missing (file not found), the scheduler treats it as satisfied (not in pending queue). Services start anyway but without ordering guarantees.

Init oneshot_async Services

Services with type = "oneshot_async" are fire-and-forget by default. Init spawns them and doesn't track their lifecycle. However, services with respawn = true in their [service] section are tracked — if they exit, init re-schedules and re-spawns them. Getty services use respawn = true.

Config Include Chain

redbear-minimal.toml → minimal.toml, redbear-legacy-base.toml, redbear-device-services.toml, redbear-netctl.toml
redbear-full.toml → desktop.toml, redbear-desktop.toml, redbear-greeter-services.toml, ...
redbear-live-mini.toml → minimal.toml, redbear-legacy-base.toml, redbear-netctl.toml
redbear-live.toml → redbear-full.toml, ...

Upstream Targets (not Red Bear defined)

  • 00_base.targetrecipes/core/base/source/init.d/00_base.target
  • 10_net.targetrecipes/core/base/source/init.d/10_net.target
  • These are installed by the base package into /usr/lib/init.d/ and available at boot.

Files Modified (This Assessment)

Config Changes

  • config/redbear-greeter-services.toml — removed boot_essential, added 05_boot-essential.target
  • config/redbear-device-services.toml — added 12_boot-late.target
  • config/redbear-minimal.toml — removed empty fatd override

2G: Console-Draw (8 fixes)

  • console-draw/src/lib.rs: 4 DRM call unwraps → ? operator; 3 try_into unwraps → unwrap_or(0); 1 back_mut unwrap → if let Some

2H: Driver-Graphics (39 fixes)

  • driver-graphics/src/kms/connector.rs: 3 fixes — crtc lookup unwrap, connector iterator unwrap, EDID parse unwrap → nom::IResult::Done match
  • driver-graphics/src/kms/objects.rs: 2 fixes — crtcs iterator unwrap, remove_framebuffer unwrap
  • driver-graphics/src/kms/properties.rs: 4 fixes — range asserts → log::error, mutex lock unwraps → map_err
  • driver-graphics/src/lib.rs: 30 fixes — constructor fatal errors → process::exit(1), mutex locks → map_err/unwrap_or_else into_inner, vt lookups → ok_or, EDID parse → Done match, assert → if+return Err, try_into unwraps → graceful

2I: Fbbootlogd (14 fixes)

  • fbbootlogd/src/main.rs: 10 fixes — fatal setup errors → match+exit(1), event loop errors → continue/break
  • fbbootlogd/src/scheme.rs: 4 fixes — VT handle, graphics handle, dirty_fb ×2 → match+log

2J: Graphics-IPC (8 fixes)

  • graphics-ipc/src/lib.rs: assert → if+return Err, unwrap → ?, try_into unwraps → graceful early return

2K: ihdgd (Intel HD Graphics) (37 fixes)

  • ihdgd/src/device/ddi.rs: 14 fixes — port register unwraps → match+return Err, lane loop unwraps → continue
  • ihdgd/src/device/ggtt.rs: 2 fixes — asserts → if+return Err, reserve() returns Result
  • ihdgd/src/device/mod.rs: 2 fixes — Drop unwrap → if let, probe_ddi expect → match+log
  • ihdgd/src/device/scheme.rs: 8 fixes — connector/crtc lookups → match, Layout unwraps → unwrap_or_else, try_into unwraps → match
  • ihdgd/src/main.rs: 10 fixes — EventQueue/subscribe/setrens → match+exit(1), event/IRQ loop → continue/log
  • ihdgd/src/device/pipe.rs: 1 cascading fix — ggtt.reserve Result handling

2L: Virtio-GPUD (33 fixes)

  • virtio-gpud/src/main.rs: 6 fixes — event loop, IRQ handling, scheme.tick → match+log+continue
  • virtio-gpud/src/scheme.rs: 27 fixes — connector/crtc mutex locks → map_err/unwrap_or_else, EDID parse, cursor borrow → clone Arc, vt lookups → ok_or

Code Changes (Phase 2 — 215 fixes across 33 Rust source files + 3 TOML config files)

  • daemon/src/lib.rs — 2 fixes (get_fd double-unwrap, pipe unwrap)
  • init/src/main.rs — 4 fixes (config exit, waitpid, boot progress, respawn waitpid loop)
  • init/src/service.rs — 5 fixes (pipe, getns, register, respawn field, spawn return type)
  • init/src/unit.rs — 3 fixes (unit/unit_mut → Option return, set_runtime_target asserts)
  • init/src/scheduler.rs — 4 updates (handle None gracefully, respawn PID tracking, run return type)
  • logd/src/main.rs — 3 fixes (socket, setrens, process_requests)
  • logd/src/scheme.rs — 5 fixes (kernel_debug Option, sys_log Option, read/send)
  • randd/src/main.rs — 4 fixes (CPUID, socket, setrens, process_requests loop)
  • zerod/src/main.rs — 4 fixes (args, socket, setrens, process_requests loop)
  • inputd/src/lib.rs — 7 fixes (open_display_v2 chain, fpath bounds, vt event read, buffer size)
  • inputd/src/main.rs — 7 fixes (write, handles, daemon, args, control, Producer assertion)
  • vesad/src/main.rs — 16 fixes (FRAMEBUFFER env, EventQueue, env file, event loop)
  • vesad/src/scheme.rs — 4 fixes (probe_connector, set_crtc mutex, physmap)
  • fbcond/src/main.rs — 10 fixes (VT parse, EventQueue, Socket, subscribes, writes, events)
  • fbcond/src/scheme.rs — 1 fix (fpath write)
  • fbcond/src/display.rs — 2 fixes (V2GraphicsHandle unwrap, dirty_fb unwrap)
  • fbcond/src/text.rs — 1 fix (pop_front unwrap)

Patch Preservation

  • local/patches/base/P2-daemon-hardening.patch — 3767 lines, covers 33 Rust source files + 3 TOML configs
  • recipes/core/base/P2-daemon-hardening.patch — symlink to local/patches
  • recipes/core/base/recipe.toml — includes P2-daemon-hardening.patch in patches list

New Files

  • local/scripts/validate-service-files.sh — manual service schema validation (redbear-*.toml only)
  • local/docs/BOOT-PROCESS-ASSESSMENT.md — this document
  • recipes/core/base/source/init.initfs.d/41_acpid.service — acpid in initfs (boot race fix)