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+= ANN: fallible - Fault injection library for stress-testing failure scenarios
+:updatedat: 2022-03-06
+
+:fallible: https://euandreh.xyz/fallible/
+
+Yesterday I pushed v0.1.0 of {fallible}[fallible], a miniscule library for
+fault-injection and stress-testing C programs.
+
+== _EDIT_
+
+:changelog: https://euandreh.xyz/fallible/CHANGELOG.html
+:tarball: https://euandre.org/static/attachments/fallible.tar.gz
+
+2021-06-12: As of {changelog}[0.3.0] (and beyond), the macro interface improved
+and is a bit different from what is presented in this article. If you're
+interested, I encourage you to take a look at it.
+
+2022-03-06: I've {tarball}[archived] the project for now. It still needs some
+maturing before being usable.
+
+== Existing solutions
+
+:gnu-std: https://www.gnu.org/prep/standards/standards.html#Semantics
+:valgrind: https://www.valgrind.org/
+:so-alloc: https://stackoverflow.com/questions/1711170/unit-testing-for-failed-malloc
+
+Writing robust code can be challenging, and tools like static analyzers, fuzzers
+and friends can help you get there with more certainty. As I would try to
+improve some of my C code and make it more robust, in order to handle system
+crashes, filled disks, out-of-memory and similar scenarios, I didn't find
+existing tooling to help me get there as I expected to find. I couldn't find
+existing tools to help me explicitly stress-test those failure scenarios.
+
+Take the "{gnu-std}[Writing Robust Programs]" section of the GNU Coding
+Standards:
+
+____
+Check every system call for an error return, unless you know you wish to ignore
+errors. (...) Check every call to malloc or realloc to see if it returned NULL.
+____
+
+From a robustness standpoint, this is a reasonable stance: if you want to have a
+robust program that knows how to fail when you're out of memory and `malloc`
+returns `NULL`, than you ought to check every call to `malloc`.
+
+Take a sample code snippet for clarity:
+
+[source,c]
+----
+void a_function() {
+ char *s1 = malloc(A_NUMBER);
+ strcpy(s1, "some string");
+
+ char *s2 = malloc(A_NUMBER);
+ strcpy(s2, "another string");
+}
+----
+
+At a first glance, this code is unsafe: if any of the calls to `malloc` returns
+`NULL`, `strcpy` will be given a `NULL` pointer.
+
+My first instinct was to change this code to something like this:
+
+[source,diff]
+----
+@@ -1,7 +1,15 @@
+ void a_function() {
+ char *s1 = malloc(A_NUMBER);
++ if (!s1) {
++ fprintf(stderr, "out of memory, exitting\n");
++ exit(1);
++ }
+ strcpy(s1, "some string");
+
+ char *s2 = malloc(A_NUMBER);
++ if (!s2) {
++ fprintf(stderr, "out of memory, exitting\n");
++ exit(1);
++ }
+ strcpy(s2, "another string");
+ }
+----
+
+As I later found out, there are at least 2 problems with this approach:
+
+. *it doesn't compose*: this could arguably work if `a_function` was `main`.
+ But if `a_function` lives inside a library, an `exit(1);` is an inelegant way
+ of handling failures, and will catch the top-level `main` consuming the
+ library by surprise;
+. *it gives up instead of handling failures*: the actual handling goes a bit
+ beyond stopping. What about open file handles, in-memory caches, unflushed
+ bytes, etc.?
+
+If you could force only the second call to `malloc` to fail,
+{valgrind}[Valgrind] would correctly complain that the program exitted with
+unfreed memory.
+
+So the last change to make the best version of the above code is:
+
+[source,diff]
+----
+@@ -1,15 +1,14 @@
+-void a_function() {
++bool a_function() {
+ char *s1 = malloc(A_NUMBER);
+ if (!s1) {
+- fprintf(stderr, "out of memory, exitting\n");
+- exit(1);
++ return false;
+ }
+ strcpy(s1, "some string");
+
+ char *s2 = malloc(A_NUMBER);
+ if (!s2) {
+- fprintf(stderr, "out of memory, exitting\n");
+- exit(1);
++ free(s1);
++ return false;
+ }
+ strcpy(s2, "another string");
+ }
+----
+
+Instead of returning `void`, `a_function` now returns `bool` to indicate whether
+an error ocurred during its execution. If `a_function` returned a pointer to
+something, the return value could be `NULL`, or an `int` that represents an
+error code.
+
+The code is now a) safe and b) failing gracefully, returning the control to the
+caller to properly handle the error case.
+
+After seeing similar patterns on well designed APIs, I adopted this practice for
+my own code, but was still left with manually verifying the correctness and
+robustness of it.
+
+How could I add assertions around my code that would help me make sure the
+`free(s1);` exists, before getting an error report? How do other people and
+projects solve this?
+
+From what I could see, either people a) hope for the best, b) write safe code
+but don't strees-test it or c) write ad-hoc code to stress it.
+
+The most proeminent case of c) is SQLite: it has a few wrappers around the
+familiar `malloc` to do fault injection, check for memory limits, add warnings,
+create shim layers for other environments, etc. All of that, however, is
+tightly couple with SQLite itself, and couldn't be easily pulled off for using
+somewhere else.
+
+When searching for it online, an {so-alloc}[interesting thread] caught my
+atention: fail the call to `malloc` for each time it is called, and when the
+same stacktrace appears again, allow it to proceed.
+
+== Implementation
+
+:mallocfail: https://github.com/ralight/mallocfail
+:should-fail-fn: https://euandre.org/git/fallible/tree/src/fallible.c?id=v0.1.0#n16
+
+A working implementation of that already exists: {mallocfail}[mallocfail]. It
+uses `LD_PRELOAD` to replace `malloc` at run-time, computes the SHA of the
+stacktrace and fails once for each SHA.
+
+I initially envisioned and started implementing something very similar to
+mallocfail. However I wanted it to go beyond out-of-memory scenarios, and using
+`LD_PRELOAD` for every possible corner that could fail wasn't a good idea on the
+long run.
+
+Also, mallocfail won't work together with tools such as Valgrind, who want to do
+their own override of `malloc` with `LD_PRELOAD`.
+
+I instead went with less automatic things: starting with a
+`fallible_should_fail(char *filename, int lineno)` function that fails once for
+each `filename`+`lineno` combination, I created macro wrappers around common
+functions such as `malloc`:
+
+[source,c]
+----
+void *fallible_malloc(size_t size, const char *const filename, int lineno) {
+#ifdef FALLIBLE
+ if (fallible_should_fail(filename, lineno)) {
+ return NULL;
+ }
+#else
+ (void)filename;
+ (void)lineno;
+#endif
+ return malloc(size);
+}
+
+#define MALLOC(size) fallible_malloc(size, __FILE__, __LINE__)
+----
+
+With this definition, I could replace the calls to `malloc` with `MALLOC` (or
+any other name that you want to `#define`):
+
+[source,diff]
+----
+--- 3.c 2021-02-17 00:15:38.019706074 -0300
++++ 4.c 2021-02-17 00:44:32.306885590 -0300
+@@ -1,11 +1,11 @@
+ bool a_function() {
+- char *s1 = malloc(A_NUMBER);
++ char *s1 = MALLOC(A_NUMBER);
+ if (!s1) {
+ return false;
+ }
+ strcpy(s1, "some string");
+
+- char *s2 = malloc(A_NUMBER);
++ char *s2 = MALLOC(A_NUMBER);
+ if (!s2) {
+ free(s1);
+ return false;
+----
+
+With this change, if the program gets compiled with the `-DFALLIBLE` flag the
+fault-injection mechanism will run, and `MALLOC` will fail once for each
+`filename`+`lineno` combination. When the flag is missing, `MALLOC` is a very
+thin wrapper around `malloc`, which compilers could remove entirely, and the
+`-lfallible` flags can be omitted.
+
+This applies not only to `malloc` or other `stdlib.h` functions. If
+`a_function` is important or relevant, I could add a wrapper around it too, that
+checks if `fallible_should_fail` to exercise if its callers are also doing the
+proper clean-up.
+
+The actual code is just this single function,
+{should-fail-fn}[`fallible_should_fail`], which ended-up taking only ~40 lines.
+In fact, there are more lines of either Makefile (111), README.md (82) or troff
+(306) on this first version.
+
+The price for such fine-grained control is that this approach requires more
+manual work.
+
+== Usage examples
+
+=== `MALLOC` from the `README.md`
+
+:fallible-check: https://euandreh.xyz/fallible/fallible-check.1.html
+
+[source,c]
+----
+// leaky.c
+#include <string.h>
+#include <fallible_alloc.h>
+
+int main() {
+ char *aaa = MALLOC(100);
+ if (!aaa) {
+ return 1;
+ }
+ strcpy(aaa, "a safe use of strcpy");
+
+ char *bbb = MALLOC(100);
+ if (!bbb) {
+ // free(aaa);
+ return 1;
+ }
+ strcpy(bbb, "not unsafe, but aaa is leaking");
+
+ free(bbb);
+ free(aaa);
+ return 0;
+}
+----
+
+Compile with `-DFALLIBLE` and run {fallible-check}[`fallible-check.1`]:
+
+[source,sh]
+----
+$ c99 -DFALLIBLE -o leaky leaky.c -lfallible
+$ fallible-check ./leaky
+Valgrind failed when we did not expect it to:
+(...suppressed output...)
+# exit status is 1
+----
+
+== Conclusion
+
+:package: https://euandre.org/git/package-repository/
+
+For my personal use, I'll {package}[package] them for GNU Guix and Nix.
+Packaging it to any other distribution should be trivial, or just downloading
+the tarball and running `[sudo] make install`.
+
+Patches welcome!
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