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mbedtls-framework/docs/framework-design.md
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Gilles Peskine fdcef6b1b2 Criteria for inclusion: example of test_suite_*
Signed-off-by: Gilles Peskine <Gilles.Peskine@arm.com>
2024-04-29 13:28:46 +02:00

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Version-independent build and test framework

Introduction

The mbedtls-framework repository provides tooling used to build and test TF-PSA-Crypto (all versions) and Mbed TLS from 3.6.0 onwards.

Requirements

Initial motivation

Mbed TLS 3.x was a library for cryptography, X.509 and TLS. In 2024, the cryptography part of the library moved to a separate repository: TF-PSA-Crypto. Many support files are used by both projects: several helper scripts in scripts and tests/scripts, most of the test data in tests/data, a few helper programs under programs, most of the test helper code in tests/include, tests/src and tests/drivers, etc.

The Mbed TLS project maintains long-time support (LTS) branches (with only bug fixes) in addition to the development branch where new features are added. Fixes to bugs often need to be backported from development to LTS branches, which involves backporting tests, which often involves backporting test helper code. If we had a place to put files shared among multiple maintained branches, that would reduce the amount of backporting.

The mbedtls-framework was created to be a shared place for files that need to be shared by two or more of Mbed TLS 3.6 LTS, Mbed TLS 4.x development and TF-PSA-Crypto (as well as other LTS branches that will be created in the future). (Mbed TLS 2.28 LTS was excluded from consideration due to its short remaining lifetime which would make any benefits small.)

Usage of the repository

The mbedtls-framework repository is consumed by:

  • Mbed TLS 3.6 LTS (mbedtls-3.6 branch);
  • Mbed TLS 4.x (to become the development branch, once 4.x development has) sufficiently advanced;
  • TF-PSA-Crypto;
  • as well as future Mbed TLS and TF-PSA-Crypto LTS branches.

In each consuming repository, the mbedtls-framework repository appears as a Git submodule located at the path /framework.

Requirements for the framework repository

Framework repository versioning

The framework repository is not versioned: projects are only supposed to consume the tip of the main branch. There are no tagged releases. However, each release of a consuming repository will designate a specific commit of the framework repository (this behavior is built into Git submodules), which can be tagged accordingly.

At any point in time, each consuming repository requires a specific commit in the framework repository. Moving a consuming repository to the tip of the framework repository is a manual action. As a consequence, breaking changes are possible: they will not break any actual commit, they would only prevent the consuming repository from updating its submodule version to the tip of the framework repository.

However, breaking changes are still problematic. Breaking changes in the framework repository require the affected consuming repositories to fully adapt to the changes when they want to gain access to any new features in the framework repository. Breaking changes in a consuming repository that concern a feature that is consumed by the framework repository (e.g. internal library functions called by test helper functions) have the same effect.

To facilitate parallel development, major changes should avoid breaking existing code and should provide a transition period. For example, if a function needs a new argument, define a new function with a new name, start using the new fuction, and later remove the old function.

Requirements for consuming repositories

We generalize some current principles:

  • For development work and to run the CI, you need a Git checkout.
  • To build the project and run functional tests, you need a complete set of files, but you don't need a Git checkout.
  • To just build the library, if the platform-independent generated files are present, you only need the include directory and the directories containing library C files (library, 3rdparty, core, drivers depending on the repository and desired features).

Requirements for development in consuming repositories

Consuming repositories must have the framework repository as a Git submodule for development work and CI scripts.

Compared with pre-framework tooling, this means that Git submodules must be enabled. This requires an explicit step in many Git APIs (e.g. running git submodule update --init after git init, or passing --recurse-submodules to git checkout).

Requirements for processes involving consuming repositories

Release archives must include the content of the framework repository.

Requirements for tooling in consuming repositories

Consuming repositories may assume that the framework submodule is present wherever they assume a Git checkout.

Consuming repositories may assume that the content of the framework directory is present anywhere where they would normally assume that all files are present. In particular, this allows the use of framework files for:

  • Generating configuration-independent files (e.g. make generated_files), including the ones in the library directory.
  • make lib (with GNU make or CMake) from a pristine checkout (because this involves make generated_files).
  • make test (even if all the tests have been built).

Consuming repositories must not assume that the framework is present when merely building the library. In particular:

  • Our provided build scripts (e.g. library/Makefile, library/CMakeLists.txt) must not require any files from framework when compiling the library.
  • It's ok to have a file in library with a make dependency on a framework file, as long as the build works when the framework file is missing. This allows make lib to work as long as the generated files are present.
  • Library source files must not rely on headers from the framework.

Requirements for users of consuming repositories

Corresponding to the requirements on the repository above:

  • Contributors need the framework submodule.
  • Users who wish to run full CI tests need the framework submodule.
  • Users who want to build or run tests need the framework directory content.
  • Users who merely want to build the library, and who have the configuration-independent files already generated, do not need the framework directory content.

Contents of the framework repository

Criteria for inclusion

In general, a file should be in the framework repository if it is expected to be present with near-identical content in two or more consuming repositories. Some files have a significant proportion of shared content and branch-specific content; such files should be split into a shared part and a non-shared part.

For example:

  • test_suite_*.function contains a lot of code that is specific to each branch of each consuming repository. Even when the same test function exists in all maintained branches, there are often minor differences such as a deprecated alternative that only exists in older branches, differences in compile-time dependencies, etc. Thus we do not expect to share these files. Common code can go into separate .c files, historically under tests/src, that are in the framework repository.
  • test_suite_*.data contains many test cases that exist in all maintained branches. However the exact expression of these test cases are often different, for example due to compile-time dependencies. Furthermore the set of test cases is often different, for example due to cryptographic mechanisms that are added or removed. Thus we do not expect to share these files. Where there is a lot of commonality, the test cases can be generated from a script located in the framework repository, with code in the generation script to handle the differing parts.

CI architecture

Tasks:

  • CI in consuming repositories must support Git submodules. Other than that, keep the CI as it is now. In particular, the CI in consuming repositories does not need to consider anything but the commit that the framework submodule points to.
  • CI in the framework repository should run a subset of the CI of all consuming repositories, to warn about unintended breakage. This way, most of the time, updating the framework submodule in a consuming repository to the tip of the main branch should work. Gatekeepers can bypass this check if the incompatibility is deliberate.
  • When merging a pull request to in an official branch in a consuming repository (development, LTS branches), check that the commit.

TODO: once this is set up, detail the processes here.

How to make a change

Change in a consuming repository requiring a new framework feature

If a change in a consuming repository requires a new feature in the framework, you need to make both a pull request in the framework repository and a pull request in the framework repository.

  1. Make a pull request (PR) in the framework repository.
  2. Upload the framework branch to the framework repository itself (not a fork). This is necessary for the commit to be available on the CI of the consuming repositories (and also for it to be conveniently available to reviewers). Open question: can we make the CI work with a fork, and make using forks convenient enough for reviewers, so that people don't need to upload the branch to the main repository?
  3. Make a pull request in the consuming repository. Include a commit that advances the submodule to the tip of the branch in the framework repository.
  4. If there is rework in the framework PR that is needed for the consuming PR's review or CI, update the framework branch in the framework repository.
  5. After the framework PR is merged, update the consuming PR to update the framework submodule to the merge commit (or a later commit).

Backward-incompatible change in an affected repository

This section discusses cases where a change in the framework repository breaks one or more consuming repositories. This includes cases where the change starts in a consuming repository, for example if some test helper code in the framework repository calls an internal library function which is removed or has its API changed.

Split approach for backward-incompatible framework changes

If a change in the framework repository breaks a consuming repository, it should ideally be split into two parts: one that adds the new feature, and one that removes the old feature. The new feature may be gated by a compilation directive if it's convenient to have only one of the versions at compile time.

  1. Make and merge a pull request in the framework repository with a backward-compatible change.
  2. Update all affected consuming repositories to:
    1. update the framework submodule to the new version;
    2. migrate all uses of the old feature to the new feature.
  3. Make and merge a pull request in the framework repository that removes the old version of the feature.

Watershed approach for backward-incompatible framework changes

If a change in the framework repository breaks a consuming repository, it is possible to make it in a single step in the framework repository. However, this makes it mandatory to reflect this change in consuming repositories the next time they are updated. Therefore this should only be done if the change can be reflected quickly and there are no other urgent pending framework-submodule updates.

  1. Make a pull request (PR) in the framework repository with a backward-incompatible change.
  2. In each affected consuming repository, make a PR that updates the framework submodule to the new version and changes the code to work with the updated framework code. Wait for those PR to be approved and passing the CI.
  3. Merge the framework PR.
  4. Update the PR in the consuming repositories and merge them.

Releases

Release archives for a consuming repository must include the content of the framework repository. (Note that as of Git 2.39, git archive does not support submodules, so it is insufficient to generate a release archive.)

The framework repository does not have releases of its own.