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Documentation / development-process / 5.Posting.rst


Based on kernel version 4.9. Page generated on 2016-12-21 14:28 EST.

1	.. _development_posting:
2	
3	Posting patches
4	===============
5	
6	Sooner or later, the time comes when your work is ready to be presented to
7	the community for review and, eventually, inclusion into the mainline
8	kernel.  Unsurprisingly, the kernel development community has evolved a set
9	of conventions and procedures which are used in the posting of patches;
10	following them will make life much easier for everybody involved.  This
11	document will attempt to cover these expectations in reasonable detail;
12	more information can also be found in the files SubmittingPatches,
13	SubmittingDrivers, and SubmitChecklist in the kernel documentation
14	directory.
15	
16	
17	When to post
18	------------
19	
20	There is a constant temptation to avoid posting patches before they are
21	completely "ready."  For simple patches, that is not a problem.  If the
22	work being done is complex, though, there is a lot to be gained by getting
23	feedback from the community before the work is complete.  So you should
24	consider posting in-progress work, or even making a git tree available so
25	that interested developers can catch up with your work at any time.
26	
27	When posting code which is not yet considered ready for inclusion, it is a
28	good idea to say so in the posting itself.  Also mention any major work
29	which remains to be done and any known problems.  Fewer people will look at
30	patches which are known to be half-baked, but those who do will come in
31	with the idea that they can help you drive the work in the right direction.
32	
33	
34	Before creating patches
35	-----------------------
36	
37	There are a number of things which should be done before you consider
38	sending patches to the development community.  These include:
39	
40	 - Test the code to the extent that you can.  Make use of the kernel's
41	   debugging tools, ensure that the kernel will build with all reasonable
42	   combinations of configuration options, use cross-compilers to build for
43	   different architectures, etc.
44	
45	 - Make sure your code is compliant with the kernel coding style
46	   guidelines.
47	
48	 - Does your change have performance implications?  If so, you should run
49	   benchmarks showing what the impact (or benefit) of your change is; a
50	   summary of the results should be included with the patch.
51	
52	 - Be sure that you have the right to post the code.  If this work was done
53	   for an employer, the employer likely has a right to the work and must be
54	   agreeable with its release under the GPL.
55	
56	As a general rule, putting in some extra thought before posting code almost
57	always pays back the effort in short order.
58	
59	
60	Patch preparation
61	-----------------
62	
63	The preparation of patches for posting can be a surprising amount of work,
64	but, once again, attempting to save time here is not generally advisable
65	even in the short term.
66	
67	Patches must be prepared against a specific version of the kernel.  As a
68	general rule, a patch should be based on the current mainline as found in
69	Linus's git tree.  When basing on mainline, start with a well-known release
70	point - a stable or -rc release - rather than branching off the mainline at
71	an arbitrary spot.
72	
73	It may become necessary to make versions against -mm, linux-next, or a
74	subsystem tree, though, to facilitate wider testing and review.  Depending
75	on the area of your patch and what is going on elsewhere, basing a patch
76	against these other trees can require a significant amount of work
77	resolving conflicts and dealing with API changes.
78	
79	Only the most simple changes should be formatted as a single patch;
80	everything else should be made as a logical series of changes.  Splitting
81	up patches is a bit of an art; some developers spend a long time figuring
82	out how to do it in the way that the community expects.  There are a few
83	rules of thumb, however, which can help considerably:
84	
85	 - The patch series you post will almost certainly not be the series of
86	   changes found in your working revision control system.  Instead, the
87	   changes you have made need to be considered in their final form, then
88	   split apart in ways which make sense.  The developers are interested in
89	   discrete, self-contained changes, not the path you took to get to those
90	   changes.
91	
92	 - Each logically independent change should be formatted as a separate
93	   patch.  These changes can be small ("add a field to this structure") or
94	   large (adding a significant new driver, for example), but they should be
95	   conceptually small and amenable to a one-line description.  Each patch
96	   should make a specific change which can be reviewed on its own and
97	   verified to do what it says it does.
98	
99	 - As a way of restating the guideline above: do not mix different types of
100	   changes in the same patch.  If a single patch fixes a critical security
101	   bug, rearranges a few structures, and reformats the code, there is a
102	   good chance that it will be passed over and the important fix will be
103	   lost.
104	
105	 - Each patch should yield a kernel which builds and runs properly; if your
106	   patch series is interrupted in the middle, the result should still be a
107	   working kernel.  Partial application of a patch series is a common
108	   scenario when the "git bisect" tool is used to find regressions; if the
109	   result is a broken kernel, you will make life harder for developers and
110	   users who are engaging in the noble work of tracking down problems.
111	
112	 - Do not overdo it, though.  One developer once posted a set of edits
113	   to a single file as 500 separate patches - an act which did not make him
114	   the most popular person on the kernel mailing list.  A single patch can
115	   be reasonably large as long as it still contains a single *logical*
116	   change.
117	
118	 - It can be tempting to add a whole new infrastructure with a series of
119	   patches, but to leave that infrastructure unused until the final patch
120	   in the series enables the whole thing.  This temptation should be
121	   avoided if possible; if that series adds regressions, bisection will
122	   finger the last patch as the one which caused the problem, even though
123	   the real bug is elsewhere.  Whenever possible, a patch which adds new
124	   code should make that code active immediately.
125	
126	Working to create the perfect patch series can be a frustrating process
127	which takes quite a bit of time and thought after the "real work" has been
128	done.  When done properly, though, it is time well spent.
129	
130	
131	Patch formatting and changelogs
132	-------------------------------
133	
134	So now you have a perfect series of patches for posting, but the work is
135	not done quite yet.  Each patch needs to be formatted into a message which
136	quickly and clearly communicates its purpose to the rest of the world.  To
137	that end, each patch will be composed of the following:
138	
139	 - An optional "From" line naming the author of the patch.  This line is
140	   only necessary if you are passing on somebody else's patch via email,
141	   but it never hurts to add it when in doubt.
142	
143	 - A one-line description of what the patch does.  This message should be
144	   enough for a reader who sees it with no other context to figure out the
145	   scope of the patch; it is the line that will show up in the "short form"
146	   changelogs.  This message is usually formatted with the relevant
147	   subsystem name first, followed by the purpose of the patch.  For
148	   example:
149	
150	   ::
151	
152		gpio: fix build on CONFIG_GPIO_SYSFS=n
153	
154	 - A blank line followed by a detailed description of the contents of the
155	   patch.  This description can be as long as is required; it should say
156	   what the patch does and why it should be applied to the kernel.
157	
158	 - One or more tag lines, with, at a minimum, one Signed-off-by: line from
159	   the author of the patch.  Tags will be described in more detail below.
160	
161	The items above, together, form the changelog for the patch.  Writing good
162	changelogs is a crucial but often-neglected art; it's worth spending
163	another moment discussing this issue.  When writing a changelog, you should
164	bear in mind that a number of different people will be reading your words.
165	These include subsystem maintainers and reviewers who need to decide
166	whether the patch should be included, distributors and other maintainers
167	trying to decide whether a patch should be backported to other kernels, bug
168	hunters wondering whether the patch is responsible for a problem they are
169	chasing, users who want to know how the kernel has changed, and more.  A
170	good changelog conveys the needed information to all of these people in the
171	most direct and concise way possible.
172	
173	To that end, the summary line should describe the effects of and motivation
174	for the change as well as possible given the one-line constraint.  The
175	detailed description can then amplify on those topics and provide any
176	needed additional information.  If the patch fixes a bug, cite the commit
177	which introduced the bug if possible (and please provide both the commit ID
178	and the title when citing commits).  If a problem is associated with
179	specific log or compiler output, include that output to help others
180	searching for a solution to the same problem.  If the change is meant to
181	support other changes coming in later patch, say so.  If internal APIs are
182	changed, detail those changes and how other developers should respond.  In
183	general, the more you can put yourself into the shoes of everybody who will
184	be reading your changelog, the better that changelog (and the kernel as a
185	whole) will be.
186	
187	Needless to say, the changelog should be the text used when committing the
188	change to a revision control system.  It will be followed by:
189	
190	 - The patch itself, in the unified ("-u") patch format.  Using the "-p"
191	   option to diff will associate function names with changes, making the
192	   resulting patch easier for others to read.
193	
194	You should avoid including changes to irrelevant files (those generated by
195	the build process, for example, or editor backup files) in the patch.  The
196	file "dontdiff" in the Documentation directory can help in this regard;
197	pass it to diff with the "-X" option.
198	
199	The tags mentioned above are used to describe how various developers have
200	been associated with the development of this patch.  They are described in
201	detail in the SubmittingPatches document; what follows here is a brief
202	summary.  Each of these lines has the format:
203	
204	::
205	
206		tag: Full Name <email address>  optional-other-stuff
207	
208	The tags in common use are:
209	
210	 - Signed-off-by: this is a developer's certification that he or she has
211	   the right to submit the patch for inclusion into the kernel.  It is an
212	   agreement to the Developer's Certificate of Origin, the full text of
213	   which can be found in Documentation/SubmittingPatches.  Code without a
214	   proper signoff cannot be merged into the mainline.
215	
216	 - Acked-by: indicates an agreement by another developer (often a
217	   maintainer of the relevant code) that the patch is appropriate for
218	   inclusion into the kernel.
219	
220	 - Tested-by: states that the named person has tested the patch and found
221	   it to work.
222	
223	 - Reviewed-by: the named developer has reviewed the patch for correctness;
224	   see the reviewer's statement in Documentation/SubmittingPatches for more
225	   detail.
226	
227	 - Reported-by: names a user who reported a problem which is fixed by this
228	   patch; this tag is used to give credit to the (often underappreciated)
229	   people who test our code and let us know when things do not work
230	   correctly.
231	
232	 - Cc: the named person received a copy of the patch and had the
233	   opportunity to comment on it.
234	
235	Be careful in the addition of tags to your patches: only Cc: is appropriate
236	for addition without the explicit permission of the person named.
237	
238	
239	Sending the patch
240	-----------------
241	
242	Before you mail your patches, there are a couple of other things you should
243	take care of:
244	
245	 - Are you sure that your mailer will not corrupt the patches?  Patches
246	   which have had gratuitous white-space changes or line wrapping performed
247	   by the mail client will not apply at the other end, and often will not
248	   be examined in any detail.  If there is any doubt at all, mail the patch
249	   to yourself and convince yourself that it shows up intact.
250	
251	   Documentation/email-clients.txt has some helpful hints on making
252	   specific mail clients work for sending patches.
253	
254	 - Are you sure your patch is free of silly mistakes?  You should always
255	   run patches through scripts/checkpatch.pl and address the complaints it
256	   comes up with.  Please bear in mind that checkpatch.pl, while being the
257	   embodiment of a fair amount of thought about what kernel patches should
258	   look like, is not smarter than you.  If fixing a checkpatch.pl complaint
259	   would make the code worse, don't do it.
260	
261	Patches should always be sent as plain text.  Please do not send them as
262	attachments; that makes it much harder for reviewers to quote sections of
263	the patch in their replies.  Instead, just put the patch directly into your
264	message.
265	
266	When mailing patches, it is important to send copies to anybody who might
267	be interested in it.  Unlike some other projects, the kernel encourages
268	people to err on the side of sending too many copies; don't assume that the
269	relevant people will see your posting on the mailing lists.  In particular,
270	copies should go to:
271	
272	 - The maintainer(s) of the affected subsystem(s).  As described earlier,
273	   the MAINTAINERS file is the first place to look for these people.
274	
275	 - Other developers who have been working in the same area - especially
276	   those who might be working there now.  Using git to see who else has
277	   modified the files you are working on can be helpful.
278	
279	 - If you are responding to a bug report or a feature request, copy the
280	   original poster as well.
281	
282	 - Send a copy to the relevant mailing list, or, if nothing else applies,
283	   the linux-kernel list.
284	
285	 - If you are fixing a bug, think about whether the fix should go into the
286	   next stable update.  If so, stable@vger.kernel.org should get a copy of
287	   the patch.  Also add a "Cc: stable@vger.kernel.org" to the tags within
288	   the patch itself; that will cause the stable team to get a notification
289	   when your fix goes into the mainline.
290	
291	When selecting recipients for a patch, it is good to have an idea of who
292	you think will eventually accept the patch and get it merged.  While it
293	is possible to send patches directly to Linus Torvalds and have him merge
294	them, things are not normally done that way.  Linus is busy, and there are
295	subsystem maintainers who watch over specific parts of the kernel.  Usually
296	you will be wanting that maintainer to merge your patches.  If there is no
297	obvious maintainer, Andrew Morton is often the patch target of last resort.
298	
299	Patches need good subject lines.  The canonical format for a patch line is
300	something like:
301	
302	::
303	
304		[PATCH nn/mm] subsys: one-line description of the patch
305	
306	where "nn" is the ordinal number of the patch, "mm" is the total number of
307	patches in the series, and "subsys" is the name of the affected subsystem.
308	Clearly, nn/mm can be omitted for a single, standalone patch.
309	
310	If you have a significant series of patches, it is customary to send an
311	introductory description as part zero.  This convention is not universally
312	followed though; if you use it, remember that information in the
313	introduction does not make it into the kernel changelogs.  So please ensure
314	that the patches, themselves, have complete changelog information.
315	
316	In general, the second and following parts of a multi-part patch should be
317	sent as a reply to the first part so that they all thread together at the
318	receiving end.  Tools like git and quilt have commands to mail out a set of
319	patches with the proper threading.  If you have a long series, though, and
320	are using git, please stay away from the --chain-reply-to option to avoid
321	creating exceptionally deep nesting.
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