Re: [RFC PATCH 04/16] sched/core: Activate blocked donor when no owner is found

From: K Prateek Nayak

Date: Fri Aug 28 2026 - 02:05:27 EST


Hello Andrea,

On 8/26/2026 10:50 PM, K Prateek Nayak wrote:
>>> XXX: Is there a better way to handle this? If we can confirm a owner in
>>> find_proxy_task(), we don't need to do a spurious wakeup of every task
>>> observing !owner.
>>>
>>> proxy_resched_idle() until owner appears in an option but it will spin
>>> until next owner appears.
>>
>> IIUC, the owner can remain NULL until the waiter selected by mutex_unlock() gets
>> CPU time and acquires the mutex, so proxy_resched_idle() could spin for longer
>> than just the unlock critical section.
>>
>> Maybe we could instead force a handoff from mutex_unlock_slowpath() when proxy
>> execution is enabled and the mutex has waiters? This would keep the owner
>> identifiable and avoid waking every task that happens to observe !owner.
>
> I think that negates some of the benefits of the optimistic spinning +
> mutex_try_lock(). I'll see if it makes any difference to the benchmark
> results if we always force a handoff for MUTEX_FLAG_WAITERS.
>
> wait_lock should give enough guarantee that the waiter cannot simple
> disappear before the handoff after MUTEX_FLAG_PICKUP is set since
> waiter has to try at least one mutex_trylock() under wait_lock before
> checking for pending signals.

Below are the results from few experiments. All diffs pasted below are
based on John's tree at:

https://github.com/johnstultz-work/linux-dev.git proxy-exec-v31-7.2-rc4

at commit 06ac43db4d8e ("[ANNOTATION] === Needs confirmation of
functionality past this point ===") with CONFIG_SCHED_PROXY_EXEC=y.

All diffs are very experimental: virtme-ng or testing with a disposable
environment is recommended.

============================
Experiment 1: Simple Handoff
============================

If I do a simple handoff like below, sched-messaging goes pretty bad:

diff --git a/kernel/locking/mutex.c b/kernel/locking/mutex.c
index 8a85912d7ee6..da14a49e4fa2 100644
--- a/kernel/locking/mutex.c
+++ b/kernel/locking/mutex.c
@@ -1009,7 +1009,7 @@ static noinline void __sched __mutex_unlock_slowpath(struct mutex *lock, unsigne
MUTEX_WARN_ON(__owner_task(owner) != current);
MUTEX_WARN_ON(owner & MUTEX_FLAG_PICKUP);

- if (sched_proxy_exec() && current->blocked_donor) {
+ if (sched_proxy_exec() && (current->blocked_donor || (owner & MUTEX_FLAG_WAITERS))) {
/* force handoff if we have a blocked_donor */
owner = MUTEX_FLAG_HANDOFF;
break;
---

With just a simple handoff on waiters, we have:

==================================================================
Test : sched-messaging
Units : Normalized time in seconds
Interpretation: Lower is better
Statistic : AMean
==================================================================
Test: vanilla handoff
1-groups: 3.12 (0.00 pct) 3.47 (-11.21 pct) *
2-groups: 3.43 (0.00 pct) 4.33 (-26.23 pct) *
4-groups: 4.05 (0.00 pct) 5.95 (-46.91 pct)
8-groups: 4.29 (0.00 pct) 9.56 (-122.84 pct)
16-groups: 5.89 (0.00 pct) 12.29 (-108.65 pct)

* Data points have > 10% run to run variance on all versions


==================================================
Experiment 2: Allow steal until next task is found
==================================================

If we open the opportunity to allow stealing of mutex until the next waiter
is found, the results are ever so slightly slightly better:

diff --git a/kernel/locking/mutex.c b/kernel/locking/mutex.c
index 8a85912d7ee6..5ebb2624b331 100644
--- a/kernel/locking/mutex.c
+++ b/kernel/locking/mutex.c
@@ -92,7 +92,16 @@ static inline struct task_struct *__mutex_trylock_common(struct mutex *lock, boo
unsigned long task = owner & ~MUTEX_FLAGS;

if (task) {
- if (flags & MUTEX_FLAG_PICKUP) {
+ if (sched_proxy_exec() && (flags & MUTEX_FLAG_STEAL)) {
+ /*
+ * STEAL cannot be set after HANDOFF has been
+ * initiated. If STEAL is set, clear it and
+ * preserve other flags
+ */
+ MUTEX_WARN_ON(flags & (MUTEX_FLAG_PICKUP));
+ flags &= ~MUTEX_FLAG_STEAL;
+ task = curr;
+ }else if (flags & MUTEX_FLAG_PICKUP) {
if (task != curr)
break;
flags &= ~MUTEX_FLAG_PICKUP;
@@ -104,7 +113,7 @@ static inline struct task_struct *__mutex_trylock_common(struct mutex *lock, boo
break;
}
} else {
- MUTEX_WARN_ON(flags & (MUTEX_FLAG_HANDOFF | MUTEX_FLAG_PICKUP));
+ MUTEX_WARN_ON(flags & (MUTEX_FLAG_HANDOFF | MUTEX_FLAG_PICKUP | MUTEX_FLAG_STEAL));
task = curr;
}

@@ -274,7 +283,29 @@ static void __mutex_handoff(struct mutex *lock, struct task_struct *task)
new |= (unsigned long)task;
if (task)
new |= MUTEX_FLAG_PICKUP;
+ if (atomic_long_try_cmpxchg_release(&lock->owner, &owner, new))
+ break;
+ }
+}
+
+static void __mutex_steal(struct mutex *lock, struct task_struct *task)
+{
+ unsigned long owner = atomic_long_read(&lock->owner);
+
+ for (;;) {
+ unsigned long new;

+ /* Lock was successfully stolen. */
+ if (__owner_task(owner) != current)
+ break;
+
+ MUTEX_WARN_ON(!(__owner_flags(owner) & MUTEX_FLAG_STEAL));
+ MUTEX_WARN_ON(owner & MUTEX_FLAG_PICKUP);
+
+ new = (owner & MUTEX_FLAG_WAITERS);
+ new |= (unsigned long)task;
+ if (task)
+ new |= MUTEX_FLAG_PICKUP;
if (atomic_long_try_cmpxchg_release(&lock->owner, &owner, new))
break;
}
@@ -389,7 +420,17 @@ bool mutex_spin_on_owner(struct mutex *lock, struct task_struct *owner,

lockdep_assert_preemption_disabled();

- while (__mutex_owner(lock) == owner) {
+ for (;;) {
+ unsigned long __owner = atomic_long_read(&lock->owner);
+
+ /* If the owner changed, break out. */
+ if (__owner_task(__owner) != owner)
+ break;
+
+ /* If lock can be stolen, break out. */
+ if (sched_proxy_exec() && (__owner_flags(__owner) & MUTEX_FLAG_STEAL))
+ break;
+
/*
* Ensure we emit the owner->on_cpu, dereference _after_
* checking lock->owner still matches owner. And we already
@@ -985,6 +1026,7 @@ static noinline void __sched __mutex_unlock_slowpath(struct mutex *lock, unsigne
struct mutex_waiter *waiter;
unsigned long owner;
unsigned long flags;
+ bool steal;

mutex_release(&lock->dep_map, ip);
__release(lock);
@@ -1006,19 +1048,31 @@ static noinline void __sched __mutex_unlock_slowpath(struct mutex *lock, unsigne
*/
owner = atomic_long_read(&lock->owner);
for (;;) {
+ unsigned long owner_flags;
+
MUTEX_WARN_ON(__owner_task(owner) != current);
MUTEX_WARN_ON(owner & MUTEX_FLAG_PICKUP);

- if (sched_proxy_exec() && current->blocked_donor) {
- /* force handoff if we have a blocked_donor */
- owner = MUTEX_FLAG_HANDOFF;
- break;
- }
-
if (owner & MUTEX_FLAG_HANDOFF)
break;

- if (atomic_long_try_cmpxchg_release(&lock->owner, &owner, __owner_flags(owner))) {
+ owner_flags = __owner_flags(owner);
+ if (sched_proxy_exec()) {
+ if (current->blocked_donor) {
+ /* force handoff if we have a blocked_donor */
+ owner = MUTEX_FLAG_HANDOFF;
+ break;
+ }
+
+ if (owner & MUTEX_FLAG_WAITERS)
+ owner_flags = owner | MUTEX_FLAG_STEAL;
+ }
+
+ if (atomic_long_try_cmpxchg_release(&lock->owner, &owner, owner_flags)) {
+ if (owner_flags & MUTEX_FLAG_STEAL) {
+ steal = true;
+ break;
+ }
if (owner & MUTEX_FLAG_WAITERS)
break;

@@ -1071,6 +1125,9 @@ static noinline void __sched __mutex_unlock_slowpath(struct mutex *lock, unsigne
if (owner & MUTEX_FLAG_HANDOFF)
__mutex_handoff(lock, next);

+ if (sched_proxy_exec() && steal)
+ __mutex_steal(lock, next);
+
raw_spin_unlock(&current->blocked_lock);
raw_spin_unlock_irqrestore(&lock->wait_lock, flags);
if (next) {
diff --git a/kernel/locking/mutex.h b/kernel/locking/mutex.h
index 3e263e98e5fc..eb4180745da0 100644
--- a/kernel/locking/mutex.h
+++ b/kernel/locking/mutex.h
@@ -33,8 +33,9 @@ struct mutex_waiter {
#define MUTEX_FLAG_WAITERS 0x01
#define MUTEX_FLAG_HANDOFF 0x02
#define MUTEX_FLAG_PICKUP 0x04
+#define MUTEX_FLAG_STEAL 0x08

-#define MUTEX_FLAGS 0x07
+#define MUTEX_FLAGS 0x0F

/*
* Internal helper function; C doesn't allow us to hide it :/
---

With that small steal opportunity, we have:

==================================================================
Test : sched-messaging
Units : Normalized time in seconds
Interpretation: Lower is better
Statistic : AMean
==================================================================
Test: vanilla handoff steal + handoff
1-groups: 3.12 (0.00 pct) 3.47 (-11.21 pct) 3.63 (-16.34 pct) *
2-groups: 3.43 (0.00 pct) 4.33 (-26.23 pct) 4.14 (-20.69 pct) *
4-groups: 4.05 (0.00 pct) 5.95 (-46.91 pct) 5.45 (-34.56 pct)
8-groups: 4.29 (0.00 pct) 9.56 (-122.84 pct) 7.80 (-81.81 pct)
16-groups: 5.89 (0.00 pct) 12.29 (-108.65 pct) 11.89 (-101.86 pct)

* Data points have > 10% run to run variance on all versions


So, the opportunity must be extended to allow stealing until the the waiter
wakes up for !HANDOFF cases. Few complications with that are:

o We cannot continue to persist the old owner after mutex_unlock() since that
owner can die, block on other mutex, etc. and that breaks queuing on owner
since new waiters can go and block on a dead task / task blocked on an
incorrect owner.

o We cannot allow steal after handoff to new owner because __mutex_lock() will
resolve to new owner that hasn't woken up yet and waiters start queuing on
it but a concurrent task can come steal the lock and break proxy. Not very
intuitive; adds a lot of complexity.


============================================
Experiment 3: STEAL + Temporary swap to idle
============================================

the unlock will temporarily swap to rq->idle of the lock owner's CPU with
MUTEX_FLAG_STEAL set to allow grabbing the task until the the waiter wakes
up and manages to grab the task itself for !HANDOFF cases. With that,
numbers are very close:

diff --git a/kernel/locking/mutex.c b/kernel/locking/mutex.c
index 8a85912d7ee6..187f95544453 100644
--- a/kernel/locking/mutex.c
+++ b/kernel/locking/mutex.c
@@ -92,7 +92,16 @@ static inline struct task_struct *__mutex_trylock_common(struct mutex *lock, boo
unsigned long task = owner & ~MUTEX_FLAGS;

if (task) {
- if (flags & MUTEX_FLAG_PICKUP) {
+ if (sched_proxy_exec() && (flags & MUTEX_FLAG_STEAL)) {
+ /*
+ * STEAL cannot be set after HANDOFF has been
+ * initiated. If STEAL is set, clear it and
+ * preserve other flags
+ */
+ MUTEX_WARN_ON(flags & (MUTEX_FLAG_PICKUP));
+ flags &= ~MUTEX_FLAG_STEAL;
+ task = curr;
+ }else if (flags & MUTEX_FLAG_PICKUP) {
if (task != curr)
break;
flags &= ~MUTEX_FLAG_PICKUP;
@@ -104,7 +113,7 @@ static inline struct task_struct *__mutex_trylock_common(struct mutex *lock, boo
break;
}
} else {
- MUTEX_WARN_ON(flags & (MUTEX_FLAG_HANDOFF | MUTEX_FLAG_PICKUP));
+ MUTEX_WARN_ON(flags & (MUTEX_FLAG_HANDOFF | MUTEX_FLAG_PICKUP | MUTEX_FLAG_STEAL));
task = curr;
}

@@ -242,7 +251,41 @@ __mutex_remove_waiter(struct mutex *lock, struct mutex_waiter *waiter)
__must_hold(&lock->wait_lock)
{
if (list_empty(&waiter->list)) {
- __mutex_clear_flag(lock, MUTEX_FLAGS);
+ /*
+ * The last waiter can be interrupted before the full
+ * unlock with STEAL is done.
+ *
+ * LOCK lock->wait_lock
+ *
+ * __mutex_trylock()
+ * // Sees old owner __mutex_unlock_slowpath()
+ * return owner; atomic_long_cmpxchg_release(&owner, idle | STEAL)
+ * // Succeeds
+ * if (signal_pending())
+ * goto err;
+ *
+ * err:
+ * __mutex_remove_waiter()
+ * __mutex_clear_flag(MUTEX_FLAGS)
+ * lock->first_waiter = NULL;
+ *
+ * UNLOCK lock->wait_lock LOCK lock->wait_lock
+ * waiter = lock->first_waiter; // NULL
+ * // No wakeup
+ *
+ * !!! lock->owner stuck as rq->idle without STEAL set !!!
+ *
+ * Persis the STEAL flag to prevent an idle task to
+ * linger as lock owner. __mutex_trylock_fast() will
+ * fail temporarily for first contender but following
+ * __mutex_trylock_common() will do the right thing.
+ *
+ * XXX: This can also be solved by doing a
+ * atomic_try_cmpxchg() or__mutex_clear_flag() in
+ * __mutex_unlock_slowpath() if steal is set but no
+ * waiter is found under lock->wait_lock.
+ */
+ __mutex_clear_flag(lock, MUTEX_FLAGS & ~MUTEX_FLAG_STEAL);
lock->first_waiter = NULL;
} else {
if (lock->first_waiter == waiter)
@@ -274,7 +317,6 @@ static void __mutex_handoff(struct mutex *lock, struct task_struct *task)
new |= (unsigned long)task;
if (task)
new |= MUTEX_FLAG_PICKUP;
-
if (atomic_long_try_cmpxchg_release(&lock->owner, &owner, new))
break;
}
@@ -389,7 +431,17 @@ bool mutex_spin_on_owner(struct mutex *lock, struct task_struct *owner,

lockdep_assert_preemption_disabled();

- while (__mutex_owner(lock) == owner) {
+ for (;;) {
+ unsigned long __owner = atomic_long_read(&lock->owner);
+
+ /* If the owner changed, break out. */
+ if (__owner_task(__owner) != owner)
+ break;
+
+ /* If lock can be stolen, break out. */
+ if (sched_proxy_exec() && (__owner_flags(__owner) & MUTEX_FLAG_STEAL))
+ break;
+
/*
* Ensure we emit the owner->on_cpu, dereference _after_
* checking lock->owner still matches owner. And we already
@@ -1006,19 +1058,42 @@ static noinline void __sched __mutex_unlock_slowpath(struct mutex *lock, unsigne
*/
owner = atomic_long_read(&lock->owner);
for (;;) {
+ unsigned long owner_flags;
+
MUTEX_WARN_ON(__owner_task(owner) != current);
MUTEX_WARN_ON(owner & MUTEX_FLAG_PICKUP);

- if (sched_proxy_exec() && current->blocked_donor) {
- /* force handoff if we have a blocked_donor */
- owner = MUTEX_FLAG_HANDOFF;
- break;
- }
-
if (owner & MUTEX_FLAG_HANDOFF)
break;

- if (atomic_long_try_cmpxchg_release(&lock->owner, &owner, __owner_flags(owner))) {
+ owner_flags = __owner_flags(owner);
+ if (sched_proxy_exec()) {
+ if (current->blocked_donor) {
+ /* force handoff if we have a blocked_donor */
+ owner = MUTEX_FLAG_HANDOFF;
+ break;
+ }
+
+ if (owner & MUTEX_FLAG_WAITERS) {
+ unsigned long idle;
+ /*
+ * Swap the owner to current CPU's idle task
+ * with a STEAL flag.
+ *
+ * The lock is free to be stolen and
+ * __mutex_owner() will resolve to idle task
+ * that is always ->on_rq on this CPU.
+ *
+ * Proxy donors will temporarily migrate here
+ * before a wakeup or an optimistic spinner
+ * can grab the lock.
+ */
+ idle = (unsigned long)idle_task(raw_smp_processor_id());
+ owner_flags = idle | MUTEX_FLAG_STEAL | owner_flags;
+ }
+ }
+
+ if (atomic_long_try_cmpxchg_release(&lock->owner, &owner, owner_flags)) {
if (owner & MUTEX_FLAG_WAITERS)
break;

diff --git a/kernel/locking/mutex.h b/kernel/locking/mutex.h
index 3e263e98e5fc..eb4180745da0 100644
--- a/kernel/locking/mutex.h
+++ b/kernel/locking/mutex.h
@@ -33,8 +33,9 @@ struct mutex_waiter {
#define MUTEX_FLAG_WAITERS 0x01
#define MUTEX_FLAG_HANDOFF 0x02
#define MUTEX_FLAG_PICKUP 0x04
+#define MUTEX_FLAG_STEAL 0x08

-#define MUTEX_FLAGS 0x07
+#define MUTEX_FLAGS 0x0F

/*
* Internal helper function; C doesn't allow us to hide it :/
---

The results with temporary switch to idle + STEAL are:

==================================================================
Test : sched-messaging
Units : Normalized time in seconds
Interpretation: Lower is better
Statistic : AMean
==================================================================
Test: vanilla handoff STEAL + handoff idle + STEAL
1-groups: 3.12 (0.00 pct) 3.47 (-11.21 pct) 3.63 (-16.34 pct) 3.59 (-15.06 pct)
2-groups: 3.43 (0.00 pct) 4.33 (-26.23 pct) 4.14 (-20.69 pct) 3.48 (-1.45 pct)
4-groups: 4.05 (0.00 pct) 5.95 (-46.91 pct) 5.45 (-34.56 pct) 4.00 (1.23 pct)
8-groups: 4.29 (0.00 pct) 9.56 (-122.84 pct) 7.80 (-81.81 pct) 4.31 (-0.46 pct)
16-groups: 5.89 (0.00 pct) 12.29 (-108.65 pct) 11.89 (-101.86 pct) 5.91 (-0.33 pct)

* Data points have > 10% run to run variance on all versions


My machine has held up for some time with Experiment 3 so I'm
fairly confident at the very least mutual exclusion is holding
up - I haven't seen any lockups / hung task either so hopefully
other bits are fine too :-)

--
Thanks and Regards,
Prateek