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1 | 5: POSTING PATCHES | ||
2 | |||
3 | Sooner or later, the time comes when your work is ready to be presented to | ||
4 | the community for review and, eventually, inclusion into the mainline | ||
5 | kernel. Unsurprisingly, the kernel development community has evolved a set | ||
6 | of conventions and procedures which are used in the posting of patches; | ||
7 | following them will make life much easier for everybody involved. This | ||
8 | document will attempt to cover these expectations in reasonable detail; | ||
9 | more information can also be found in the files SubmittingPatches, | ||
10 | SubmittingDrivers, and SubmitChecklist in the kernel documentation | ||
11 | directory. | ||
12 | |||
13 | |||
14 | 5.1: WHEN TO POST | ||
15 | |||
16 | There is a constant temptation to avoid posting patches before they are | ||
17 | completely "ready." For simple patches, that is not a problem. If the | ||
18 | work being done is complex, though, there is a lot to be gained by getting | ||
19 | feedback from the community before the work is complete. So you should | ||
20 | consider posting in-progress work, or even making a git tree available so | ||
21 | that interested developers can catch up with your work at any time. | ||
22 | |||
23 | When posting code which is not yet considered ready for inclusion, it is a | ||
24 | good idea to say so in the posting itself. Also mention any major work | ||
25 | which remains to be done and any known problems. Fewer people will look at | ||
26 | patches which are known to be half-baked, but those who do will come in | ||
27 | with the idea that they can help you drive the work in the right direction. | ||
28 | |||
29 | |||
30 | 5.2: BEFORE CREATING PATCHES | ||
31 | |||
32 | There are a number of things which should be done before you consider | ||
33 | sending patches to the development community. These include: | ||
34 | |||
35 | - Test the code to the extent that you can. Make use of the kernel's | ||
36 | debugging tools, ensure that the kernel will build with all reasonable | ||
37 | combinations of configuration options, use cross-compilers to build for | ||
38 | different architectures, etc. | ||
39 | |||
40 | - Make sure your code is compliant with the kernel coding style | ||
41 | guidelines. | ||
42 | |||
43 | - Does your change have performance implications? If so, you should run | ||
44 | benchmarks showing what the impact (or benefit) of your change is; a | ||
45 | summary of the results should be included with the patch. | ||
46 | |||
47 | - Be sure that you have the right to post the code. If this work was done | ||
48 | for an employer, the employer likely has a right to the work and must be | ||
49 | agreeable with its release under the GPL. | ||
50 | |||
51 | As a general rule, putting in some extra thought before posting code almost | ||
52 | always pays back the effort in short order. | ||
53 | |||
54 | |||
55 | 5.3: PATCH PREPARATION | ||
56 | |||
57 | The preparation of patches for posting can be a surprising amount of work, | ||
58 | but, once again, attempting to save time here is not generally advisable | ||
59 | even in the short term. | ||
60 | |||
61 | Patches must be prepared against a specific version of the kernel. As a | ||
62 | general rule, a patch should be based on the current mainline as found in | ||
63 | Linus's git tree. It may become necessary to make versions against -mm, | ||
64 | linux-next, or a subsystem tree, though, to facilitate wider testing and | ||
65 | review. Depending on the area of your patch and what is going on | ||
66 | elsewhere, basing a patch against these other trees can require a | ||
67 | significant amount of work resolving conflicts and dealing with API | ||
68 | changes. | ||
69 | |||
70 | Only the most simple changes should be formatted as a single patch; | ||
71 | everything else should be made as a logical series of changes. Splitting | ||
72 | up patches is a bit of an art; some developers spend a long time figuring | ||
73 | out how to do it in the way that the community expects. There are a few | ||
74 | rules of thumb, however, which can help considerably: | ||
75 | |||
76 | - The patch series you post will almost certainly not be the series of | ||
77 | changes found in your working revision control system. Instead, the | ||
78 | changes you have made need to be considered in their final form, then | ||
79 | split apart in ways which make sense. The developers are interested in | ||
80 | discrete, self-contained changes, not the path you took to get to those | ||
81 | changes. | ||
82 | |||
83 | - Each logically independent change should be formatted as a separate | ||
84 | patch. These changes can be small ("add a field to this structure") or | ||
85 | large (adding a significant new driver, for example), but they should be | ||
86 | conceptually small and amenable to a one-line description. Each patch | ||
87 | should make a specific change which can be reviewed on its own and | ||
88 | verified to do what it says it does. | ||
89 | |||
90 | - As a way of restating the guideline above: do not mix different types of | ||
91 | changes in the same patch. If a single patch fixes a critical security | ||
92 | bug, rearranges a few structures, and reformats the code, there is a | ||
93 | good chance that it will be passed over and the important fix will be | ||
94 | lost. | ||
95 | |||
96 | - Each patch should yield a kernel which builds and runs properly; if your | ||
97 | patch series is interrupted in the middle, the result should still be a | ||
98 | working kernel. Partial application of a patch series is a common | ||
99 | scenario when the "git bisect" tool is used to find regressions; if the | ||
100 | result is a broken kernel, you will make life harder for developers and | ||
101 | users who are engaging in the noble work of tracking down problems. | ||
102 | |||
103 | - Do not overdo it, though. One developer recently posted a set of edits | ||
104 | to a single file as 500 separate patches - an act which did not make him | ||
105 | the most popular person on the kernel mailing list. A single patch can | ||
106 | be reasonably large as long as it still contains a single *logical* | ||
107 | change. | ||
108 | |||
109 | - It can be tempting to add a whole new infrastructure with a series of | ||
110 | patches, but to leave that infrastructure unused until the final patch | ||
111 | in the series enables the whole thing. This temptation should be | ||
112 | avoided if possible; if that series adds regressions, bisection will | ||
113 | finger the last patch as the one which caused the problem, even though | ||
114 | the real bug is elsewhere. Whenever possible, a patch which adds new | ||
115 | code should make that code active immediately. | ||
116 | |||
117 | Working to create the perfect patch series can be a frustrating process | ||
118 | which takes quite a bit of time and thought after the "real work" has been | ||
119 | done. When done properly, though, it is time well spent. | ||
120 | |||
121 | |||
122 | 5.4: PATCH FORMATTING | ||
123 | |||
124 | So now you have a perfect series of patches for posting, but the work is | ||
125 | not done quite yet. Each patch needs to be formatted into a message which | ||
126 | quickly and clearly communicates its purpose to the rest of the world. To | ||
127 | that end, each patch will be composed of the following: | ||
128 | |||
129 | - An optional "From" line naming the author of the patch. This line is | ||
130 | only necessary if you are passing on somebody else's patch via email, | ||
131 | but it never hurts to add it when in doubt. | ||
132 | |||
133 | - A one-line description of what the patch does. This message should be | ||
134 | enough for a reader who sees it with no other context to figure out the | ||
135 | scope of the patch; it is the line that will show up in the "short form" | ||
136 | changelogs. This message is usually formatted with the relevant | ||
137 | subsystem name first, followed by the purpose of the patch. For | ||
138 | example: | ||
139 | |||
140 | gpio: fix build on CONFIG_GPIO_SYSFS=n | ||
141 | |||
142 | - A blank line followed by a detailed description of the contents of the | ||
143 | patch. This description can be as long as is required; it should say | ||
144 | what the patch does and why it should be applied to the kernel. | ||
145 | |||
146 | - One or more tag lines, with, at a minimum, one Signed-off-by: line from | ||
147 | the author of the patch. Tags will be described in more detail below. | ||
148 | |||
149 | The above three items should, normally, be the text used when committing | ||
150 | the change to a revision control system. They are followed by: | ||
151 | |||
152 | - The patch itself, in the unified ("-u") patch format. Using the "-p" | ||
153 | option to diff will associate function names with changes, making the | ||
154 | resulting patch easier for others to read. | ||
155 | |||
156 | You should avoid including changes to irrelevant files (those generated by | ||
157 | the build process, for example, or editor backup files) in the patch. The | ||
158 | file "dontdiff" in the Documentation directory can help in this regard; | ||
159 | pass it to diff with the "-X" option. | ||
160 | |||
161 | The tags mentioned above are used to describe how various developers have | ||
162 | been associated with the development of this patch. They are described in | ||
163 | detail in the SubmittingPatches document; what follows here is a brief | ||
164 | summary. Each of these lines has the format: | ||
165 | |||
166 | tag: Full Name <email address> optional-other-stuff | ||
167 | |||
168 | The tags in common use are: | ||
169 | |||
170 | - Signed-off-by: this is a developer's certification that he or she has | ||
171 | the right to submit the patch for inclusion into the kernel. It is an | ||
172 | agreement to the Developer's Certificate of Origin, the full text of | ||
173 | which can be found in Documentation/SubmittingPatches. Code without a | ||
174 | proper signoff cannot be merged into the mainline. | ||
175 | |||
176 | - Acked-by: indicates an agreement by another developer (often a | ||
177 | maintainer of the relevant code) that the patch is appropriate for | ||
178 | inclusion into the kernel. | ||
179 | |||
180 | - Tested-by: states that the named person has tested the patch and found | ||
181 | it to work. | ||
182 | |||
183 | - Reviewed-by: the named developer has reviewed the patch for correctness; | ||
184 | see the reviewer's statement in Documentation/SubmittingPatches for more | ||
185 | detail. | ||
186 | |||
187 | - Reported-by: names a user who reported a problem which is fixed by this | ||
188 | patch; this tag is used to give credit to the (often underappreciated) | ||
189 | people who test our code and let us know when things do not work | ||
190 | correctly. | ||
191 | |||
192 | - Cc: the named person received a copy of the patch and had the | ||
193 | opportunity to comment on it. | ||
194 | |||
195 | Be careful in the addition of tags to your patches: only Cc: is appropriate | ||
196 | for addition without the explicit permission of the person named. | ||
197 | |||
198 | |||
199 | 5.5: SENDING THE PATCH | ||
200 | |||
201 | Before you mail your patches, there are a couple of other things you should | ||
202 | take care of: | ||
203 | |||
204 | - Are you sure that your mailer will not corrupt the patches? Patches | ||
205 | which have had gratuitous white-space changes or line wrapping performed | ||
206 | by the mail client will not apply at the other end, and often will not | ||
207 | be examined in any detail. If there is any doubt at all, mail the patch | ||
208 | to yourself and convince yourself that it shows up intact. | ||
209 | |||
210 | Documentation/email-clients.txt has some helpful hints on making | ||
211 | specific mail clients work for sending patches. | ||
212 | |||
213 | - Are you sure your patch is free of silly mistakes? You should always | ||
214 | run patches through scripts/checkpatch.pl and address the complaints it | ||
215 | comes up with. Please bear in mind that checkpatch.pl, while being the | ||
216 | embodiment of a fair amount of thought about what kernel patches should | ||
217 | look like, is not smarter than you. If fixing a checkpatch.pl complaint | ||
218 | would make the code worse, don't do it. | ||
219 | |||
220 | Patches should always be sent as plain text. Please do not send them as | ||
221 | attachments; that makes it much harder for reviewers to quote sections of | ||
222 | the patch in their replies. Instead, just put the patch directly into your | ||
223 | message. | ||
224 | |||
225 | When mailing patches, it is important to send copies to anybody who might | ||
226 | be interested in it. Unlike some other projects, the kernel encourages | ||
227 | people to err on the side of sending too many copies; don't assume that the | ||
228 | relevant people will see your posting on the mailing lists. In particular, | ||
229 | copies should go to: | ||
230 | |||
231 | - The maintainer(s) of the affected subsystem(s). As described earlier, | ||
232 | the MAINTAINERS file is the first place to look for these people. | ||
233 | |||
234 | - Other developers who have been working in the same area - especially | ||
235 | those who might be working there now. Using git to see who else has | ||
236 | modified the files you are working on can be helpful. | ||
237 | |||
238 | - If you are responding to a bug report or a feature request, copy the | ||
239 | original poster as well. | ||
240 | |||
241 | - Send a copy to the relevant mailing list, or, if nothing else applies, | ||
242 | the linux-kernel list. | ||
243 | |||
244 | - If you are fixing a bug, think about whether the fix should go into the | ||
245 | next stable update. If so, stable@kernel.org should get a copy of the | ||
246 | patch. Also add a "Cc: stable@kernel.org" to the tags within the patch | ||
247 | itself; that will cause the stable team to get a notification when your | ||
248 | fix goes into the mainline. | ||
249 | |||
250 | When selecting recipients for a patch, it is good to have an idea of who | ||
251 | you think will eventually accept the patch and get it merged. While it | ||
252 | is possible to send patches directly to Linus Torvalds and have him merge | ||
253 | them, things are not normally done that way. Linus is busy, and there are | ||
254 | subsystem maintainers who watch over specific parts of the kernel. Usually | ||
255 | you will be wanting that maintainer to merge your patches. If there is no | ||
256 | obvious maintainer, Andrew Morton is often the patch target of last resort. | ||
257 | |||
258 | Patches need good subject lines. The canonical format for a patch line is | ||
259 | something like: | ||
260 | |||
261 | [PATCH nn/mm] subsys: one-line description of the patch | ||
262 | |||
263 | where "nn" is the ordinal number of the patch, "mm" is the total number of | ||
264 | patches in the series, and "subsys" is the name of the affected subsystem. | ||
265 | Clearly, nn/mm can be omitted for a single, standalone patch. | ||
266 | |||
267 | If you have a significant series of patches, it is customary to send an | ||
268 | introductory description as part zero. This convention is not universally | ||
269 | followed though; if you use it, remember that information in the | ||
270 | introduction does not make it into the kernel changelogs. So please ensure | ||
271 | that the patches, themselves, have complete changelog information. | ||
272 | |||
273 | In general, the second and following parts of a multi-part patch should be | ||
274 | sent as a reply to the first part so that they all thread together at the | ||
275 | receiving end. Tools like git and quilt have commands to mail out a set of | ||
276 | patches with the proper threading. If you have a long series, though, and | ||
277 | are using git, please provide the --no-chain-reply-to option to avoid | ||
278 | creating exceptionally deep nesting. | ||