|  | 5: POSTING PATCHES | 
|  |  | 
|  | Sooner or later, the time comes when your work is ready to be presented to | 
|  | the community for review and, eventually, inclusion into the mainline | 
|  | kernel.  Unsurprisingly, the kernel development community has evolved a set | 
|  | of conventions and procedures which are used in the posting of patches; | 
|  | following them will make life much easier for everybody involved.  This | 
|  | document will attempt to cover these expectations in reasonable detail; | 
|  | more information can also be found in the files SubmittingPatches, | 
|  | SubmittingDrivers, and SubmitChecklist in the kernel documentation | 
|  | directory. | 
|  |  | 
|  |  | 
|  | 5.1: WHEN TO POST | 
|  |  | 
|  | There is a constant temptation to avoid posting patches before they are | 
|  | completely "ready."  For simple patches, that is not a problem.  If the | 
|  | work being done is complex, though, there is a lot to be gained by getting | 
|  | feedback from the community before the work is complete.  So you should | 
|  | consider posting in-progress work, or even making a git tree available so | 
|  | that interested developers can catch up with your work at any time. | 
|  |  | 
|  | When posting code which is not yet considered ready for inclusion, it is a | 
|  | good idea to say so in the posting itself.  Also mention any major work | 
|  | which remains to be done and any known problems.  Fewer people will look at | 
|  | patches which are known to be half-baked, but those who do will come in | 
|  | with the idea that they can help you drive the work in the right direction. | 
|  |  | 
|  |  | 
|  | 5.2: BEFORE CREATING PATCHES | 
|  |  | 
|  | There are a number of things which should be done before you consider | 
|  | sending patches to the development community.  These include: | 
|  |  | 
|  | - Test the code to the extent that you can.  Make use of the kernel's | 
|  | debugging tools, ensure that the kernel will build with all reasonable | 
|  | combinations of configuration options, use cross-compilers to build for | 
|  | different architectures, etc. | 
|  |  | 
|  | - Make sure your code is compliant with the kernel coding style | 
|  | guidelines. | 
|  |  | 
|  | - Does your change have performance implications?  If so, you should run | 
|  | benchmarks showing what the impact (or benefit) of your change is; a | 
|  | summary of the results should be included with the patch. | 
|  |  | 
|  | - Be sure that you have the right to post the code.  If this work was done | 
|  | for an employer, the employer likely has a right to the work and must be | 
|  | agreeable with its release under the GPL. | 
|  |  | 
|  | As a general rule, putting in some extra thought before posting code almost | 
|  | always pays back the effort in short order. | 
|  |  | 
|  |  | 
|  | 5.3: PATCH PREPARATION | 
|  |  | 
|  | The preparation of patches for posting can be a surprising amount of work, | 
|  | but, once again, attempting to save time here is not generally advisable | 
|  | even in the short term. | 
|  |  | 
|  | Patches must be prepared against a specific version of the kernel.  As a | 
|  | general rule, a patch should be based on the current mainline as found in | 
|  | Linus's git tree.  When basing on mainline, start with a well-known release | 
|  | point - a stable or -rc release - rather than branching off the mainline at | 
|  | an arbitrary spot. | 
|  |  | 
|  | It may become necessary to make versions against -mm, linux-next, or a | 
|  | subsystem tree, though, to facilitate wider testing and review.  Depending | 
|  | on the area of your patch and what is going on elsewhere, basing a patch | 
|  | against these other trees can require a significant amount of work | 
|  | resolving conflicts and dealing with API changes. | 
|  |  | 
|  | Only the most simple changes should be formatted as a single patch; | 
|  | everything else should be made as a logical series of changes.  Splitting | 
|  | up patches is a bit of an art; some developers spend a long time figuring | 
|  | out how to do it in the way that the community expects.  There are a few | 
|  | rules of thumb, however, which can help considerably: | 
|  |  | 
|  | - The patch series you post will almost certainly not be the series of | 
|  | changes found in your working revision control system.  Instead, the | 
|  | changes you have made need to be considered in their final form, then | 
|  | split apart in ways which make sense.  The developers are interested in | 
|  | discrete, self-contained changes, not the path you took to get to those | 
|  | changes. | 
|  |  | 
|  | - Each logically independent change should be formatted as a separate | 
|  | patch.  These changes can be small ("add a field to this structure") or | 
|  | large (adding a significant new driver, for example), but they should be | 
|  | conceptually small and amenable to a one-line description.  Each patch | 
|  | should make a specific change which can be reviewed on its own and | 
|  | verified to do what it says it does. | 
|  |  | 
|  | - As a way of restating the guideline above: do not mix different types of | 
|  | changes in the same patch.  If a single patch fixes a critical security | 
|  | bug, rearranges a few structures, and reformats the code, there is a | 
|  | good chance that it will be passed over and the important fix will be | 
|  | lost. | 
|  |  | 
|  | - Each patch should yield a kernel which builds and runs properly; if your | 
|  | patch series is interrupted in the middle, the result should still be a | 
|  | working kernel.  Partial application of a patch series is a common | 
|  | scenario when the "git bisect" tool is used to find regressions; if the | 
|  | result is a broken kernel, you will make life harder for developers and | 
|  | users who are engaging in the noble work of tracking down problems. | 
|  |  | 
|  | - Do not overdo it, though.  One developer once posted a set of edits | 
|  | to a single file as 500 separate patches - an act which did not make him | 
|  | the most popular person on the kernel mailing list.  A single patch can | 
|  | be reasonably large as long as it still contains a single *logical* | 
|  | change. | 
|  |  | 
|  | - It can be tempting to add a whole new infrastructure with a series of | 
|  | patches, but to leave that infrastructure unused until the final patch | 
|  | in the series enables the whole thing.  This temptation should be | 
|  | avoided if possible; if that series adds regressions, bisection will | 
|  | finger the last patch as the one which caused the problem, even though | 
|  | the real bug is elsewhere.  Whenever possible, a patch which adds new | 
|  | code should make that code active immediately. | 
|  |  | 
|  | Working to create the perfect patch series can be a frustrating process | 
|  | which takes quite a bit of time and thought after the "real work" has been | 
|  | done.  When done properly, though, it is time well spent. | 
|  |  | 
|  |  | 
|  | 5.4: PATCH FORMATTING AND CHANGELOGS | 
|  |  | 
|  | So now you have a perfect series of patches for posting, but the work is | 
|  | not done quite yet.  Each patch needs to be formatted into a message which | 
|  | quickly and clearly communicates its purpose to the rest of the world.  To | 
|  | that end, each patch will be composed of the following: | 
|  |  | 
|  | - An optional "From" line naming the author of the patch.  This line is | 
|  | only necessary if you are passing on somebody else's patch via email, | 
|  | but it never hurts to add it when in doubt. | 
|  |  | 
|  | - A one-line description of what the patch does.  This message should be | 
|  | enough for a reader who sees it with no other context to figure out the | 
|  | scope of the patch; it is the line that will show up in the "short form" | 
|  | changelogs.  This message is usually formatted with the relevant | 
|  | subsystem name first, followed by the purpose of the patch.  For | 
|  | example: | 
|  |  | 
|  | gpio: fix build on CONFIG_GPIO_SYSFS=n | 
|  |  | 
|  | - A blank line followed by a detailed description of the contents of the | 
|  | patch.  This description can be as long as is required; it should say | 
|  | what the patch does and why it should be applied to the kernel. | 
|  |  | 
|  | - One or more tag lines, with, at a minimum, one Signed-off-by: line from | 
|  | the author of the patch.  Tags will be described in more detail below. | 
|  |  | 
|  | The items above, together, form the changelog for the patch.  Writing good | 
|  | changelogs is a crucial but often-neglected art; it's worth spending | 
|  | another moment discussing this issue.  When writing a changelog, you should | 
|  | bear in mind that a number of different people will be reading your words. | 
|  | These include subsystem maintainers and reviewers who need to decide | 
|  | whether the patch should be included, distributors and other maintainers | 
|  | trying to decide whether a patch should be backported to other kernels, bug | 
|  | hunters wondering whether the patch is responsible for a problem they are | 
|  | chasing, users who want to know how the kernel has changed, and more.  A | 
|  | good changelog conveys the needed information to all of these people in the | 
|  | most direct and concise way possible. | 
|  |  | 
|  | To that end, the summary line should describe the effects of and motivation | 
|  | for the change as well as possible given the one-line constraint.  The | 
|  | detailed description can then amplify on those topics and provide any | 
|  | needed additional information.  If the patch fixes a bug, cite the commit | 
|  | which introduced the bug if possible (and please provide both the commit ID | 
|  | and the title when citing commits).  If a problem is associated with | 
|  | specific log or compiler output, include that output to help others | 
|  | searching for a solution to the same problem.  If the change is meant to | 
|  | support other changes coming in later patch, say so.  If internal APIs are | 
|  | changed, detail those changes and how other developers should respond.  In | 
|  | general, the more you can put yourself into the shoes of everybody who will | 
|  | be reading your changelog, the better that changelog (and the kernel as a | 
|  | whole) will be. | 
|  |  | 
|  | Needless to say, the changelog should be the text used when committing the | 
|  | change to a revision control system.  It will be followed by: | 
|  |  | 
|  | - The patch itself, in the unified ("-u") patch format.  Using the "-p" | 
|  | option to diff will associate function names with changes, making the | 
|  | resulting patch easier for others to read. | 
|  |  | 
|  | You should avoid including changes to irrelevant files (those generated by | 
|  | the build process, for example, or editor backup files) in the patch.  The | 
|  | file "dontdiff" in the Documentation directory can help in this regard; | 
|  | pass it to diff with the "-X" option. | 
|  |  | 
|  | The tags mentioned above are used to describe how various developers have | 
|  | been associated with the development of this patch.  They are described in | 
|  | detail in the SubmittingPatches document; what follows here is a brief | 
|  | summary.  Each of these lines has the format: | 
|  |  | 
|  | tag: Full Name <email address>  optional-other-stuff | 
|  |  | 
|  | The tags in common use are: | 
|  |  | 
|  | - Signed-off-by: this is a developer's certification that he or she has | 
|  | the right to submit the patch for inclusion into the kernel.  It is an | 
|  | agreement to the Developer's Certificate of Origin, the full text of | 
|  | which can be found in Documentation/SubmittingPatches.  Code without a | 
|  | proper signoff cannot be merged into the mainline. | 
|  |  | 
|  | - Acked-by: indicates an agreement by another developer (often a | 
|  | maintainer of the relevant code) that the patch is appropriate for | 
|  | inclusion into the kernel. | 
|  |  | 
|  | - Tested-by: states that the named person has tested the patch and found | 
|  | it to work. | 
|  |  | 
|  | - Reviewed-by: the named developer has reviewed the patch for correctness; | 
|  | see the reviewer's statement in Documentation/SubmittingPatches for more | 
|  | detail. | 
|  |  | 
|  | - Reported-by: names a user who reported a problem which is fixed by this | 
|  | patch; this tag is used to give credit to the (often underappreciated) | 
|  | people who test our code and let us know when things do not work | 
|  | correctly. | 
|  |  | 
|  | - Cc: the named person received a copy of the patch and had the | 
|  | opportunity to comment on it. | 
|  |  | 
|  | Be careful in the addition of tags to your patches: only Cc: is appropriate | 
|  | for addition without the explicit permission of the person named. | 
|  |  | 
|  |  | 
|  | 5.5: SENDING THE PATCH | 
|  |  | 
|  | Before you mail your patches, there are a couple of other things you should | 
|  | take care of: | 
|  |  | 
|  | - Are you sure that your mailer will not corrupt the patches?  Patches | 
|  | which have had gratuitous white-space changes or line wrapping performed | 
|  | by the mail client will not apply at the other end, and often will not | 
|  | be examined in any detail.  If there is any doubt at all, mail the patch | 
|  | to yourself and convince yourself that it shows up intact. | 
|  |  | 
|  | Documentation/email-clients.txt has some helpful hints on making | 
|  | specific mail clients work for sending patches. | 
|  |  | 
|  | - Are you sure your patch is free of silly mistakes?  You should always | 
|  | run patches through scripts/checkpatch.pl and address the complaints it | 
|  | comes up with.  Please bear in mind that checkpatch.pl, while being the | 
|  | embodiment of a fair amount of thought about what kernel patches should | 
|  | look like, is not smarter than you.  If fixing a checkpatch.pl complaint | 
|  | would make the code worse, don't do it. | 
|  |  | 
|  | Patches should always be sent as plain text.  Please do not send them as | 
|  | attachments; that makes it much harder for reviewers to quote sections of | 
|  | the patch in their replies.  Instead, just put the patch directly into your | 
|  | message. | 
|  |  | 
|  | When mailing patches, it is important to send copies to anybody who might | 
|  | be interested in it.  Unlike some other projects, the kernel encourages | 
|  | people to err on the side of sending too many copies; don't assume that the | 
|  | relevant people will see your posting on the mailing lists.  In particular, | 
|  | copies should go to: | 
|  |  | 
|  | - The maintainer(s) of the affected subsystem(s).  As described earlier, | 
|  | the MAINTAINERS file is the first place to look for these people. | 
|  |  | 
|  | - Other developers who have been working in the same area - especially | 
|  | those who might be working there now.  Using git to see who else has | 
|  | modified the files you are working on can be helpful. | 
|  |  | 
|  | - If you are responding to a bug report or a feature request, copy the | 
|  | original poster as well. | 
|  |  | 
|  | - Send a copy to the relevant mailing list, or, if nothing else applies, | 
|  | the linux-kernel list. | 
|  |  | 
|  | - If you are fixing a bug, think about whether the fix should go into the | 
|  | next stable update.  If so, stable@vger.kernel.org should get a copy of | 
|  | the patch.  Also add a "Cc: stable@vger.kernel.org" to the tags within | 
|  | the patch itself; that will cause the stable team to get a notification | 
|  | when your fix goes into the mainline. | 
|  |  | 
|  | When selecting recipients for a patch, it is good to have an idea of who | 
|  | you think will eventually accept the patch and get it merged.  While it | 
|  | is possible to send patches directly to Linus Torvalds and have him merge | 
|  | them, things are not normally done that way.  Linus is busy, and there are | 
|  | subsystem maintainers who watch over specific parts of the kernel.  Usually | 
|  | you will be wanting that maintainer to merge your patches.  If there is no | 
|  | obvious maintainer, Andrew Morton is often the patch target of last resort. | 
|  |  | 
|  | Patches need good subject lines.  The canonical format for a patch line is | 
|  | something like: | 
|  |  | 
|  | [PATCH nn/mm] subsys: one-line description of the patch | 
|  |  | 
|  | where "nn" is the ordinal number of the patch, "mm" is the total number of | 
|  | patches in the series, and "subsys" is the name of the affected subsystem. | 
|  | Clearly, nn/mm can be omitted for a single, standalone patch. | 
|  |  | 
|  | If you have a significant series of patches, it is customary to send an | 
|  | introductory description as part zero.  This convention is not universally | 
|  | followed though; if you use it, remember that information in the | 
|  | introduction does not make it into the kernel changelogs.  So please ensure | 
|  | that the patches, themselves, have complete changelog information. | 
|  |  | 
|  | In general, the second and following parts of a multi-part patch should be | 
|  | sent as a reply to the first part so that they all thread together at the | 
|  | receiving end.  Tools like git and quilt have commands to mail out a set of | 
|  | patches with the proper threading.  If you have a long series, though, and | 
|  | are using git, please stay away from the --chain-reply-to option to avoid | 
|  | creating exceptionally deep nesting. |