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Linux/Documentation/process/7.AdvancedTopics.rst

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  1 .. _development_advancedtopics:
  2 
  3 Advanced topics
  4 ===============
  5 
  6 At this point, hopefully, you have a handle on how the development process
  7 works.  There is still more to learn, however!  This section will cover a
  8 number of topics which can be helpful for developers wanting to become a
  9 regular part of the Linux kernel development process.
 10 
 11 Managing patches with git
 12 -------------------------
 13 
 14 The use of distributed version control for the kernel began in early 2002,
 15 when Linus first started playing with the proprietary BitKeeper
 16 application.  While BitKeeper was controversial, the approach to software
 17 version management it embodied most certainly was not.  Distributed version
 18 control enabled an immediate acceleration of the kernel development
 19 project.  In current times, there are several free alternatives to
 20 BitKeeper.  For better or for worse, the kernel project has settled on git
 21 as its tool of choice.
 22 
 23 Managing patches with git can make life much easier for the developer,
 24 especially as the volume of those patches grows.  Git also has its rough
 25 edges and poses certain hazards; it is a young and powerful tool which is
 26 still being civilized by its developers.  This document will not attempt to
 27 teach the reader how to use git; that would be sufficient material for a
 28 long document in its own right.  Instead, the focus here will be on how git
 29 fits into the kernel development process in particular.  Developers who
 30 wish to come up to speed with git will find more information at:
 31 
 32         https://git-scm.com/
 33 
 34         https://www.kernel.org/pub/software/scm/git/docs/user-manual.html
 35 
 36 and on various tutorials found on the web.
 37 
 38 The first order of business is to read the above sites and get a solid
 39 understanding of how git works before trying to use it to make patches
 40 available to others.  A git-using developer should be able to obtain a copy
 41 of the mainline repository, explore the revision history, commit changes to
 42 the tree, use branches, etc.  An understanding of git's tools for the
 43 rewriting of history (such as rebase) is also useful.  Git comes with its
 44 own terminology and concepts; a new user of git should know about refs,
 45 remote branches, the index, fast-forward merges, pushes and pulls, detached
 46 heads, etc.  It can all be a little intimidating at the outset, but the
 47 concepts are not that hard to grasp with a bit of study.
 48 
 49 Using git to generate patches for submission by email can be a good
 50 exercise while coming up to speed.
 51 
 52 When you are ready to start putting up git trees for others to look at, you
 53 will, of course, need a server that can be pulled from.  Setting up such a
 54 server with git-daemon is relatively straightforward if you have a system
 55 which is accessible to the Internet.  Otherwise, free, public hosting sites
 56 (Github, for example) are starting to appear on the net.  Established
 57 developers can get an account on kernel.org, but those are not easy to come
 58 by; see https://kernel.org/faq/ for more information.
 59 
 60 The normal git workflow involves the use of a lot of branches.  Each line
 61 of development can be separated into a separate "topic branch" and
 62 maintained independently.  Branches in git are cheap, there is no reason to
 63 not make free use of them.  And, in any case, you should not do your
 64 development in any branch which you intend to ask others to pull from.
 65 Publicly-available branches should be created with care; merge in patches
 66 from development branches when they are in complete form and ready to go -
 67 not before.
 68 
 69 Git provides some powerful tools which can allow you to rewrite your
 70 development history.  An inconvenient patch (one which breaks bisection,
 71 say, or which has some other sort of obvious bug) can be fixed in place or
 72 made to disappear from the history entirely.  A patch series can be
 73 rewritten as if it had been written on top of today's mainline, even though
 74 you have been working on it for months.  Changes can be transparently
 75 shifted from one branch to another.  And so on.  Judicious use of git's
 76 ability to revise history can help in the creation of clean patch sets with
 77 fewer problems.
 78 
 79 Excessive use of this capability can lead to other problems, though, beyond
 80 a simple obsession for the creation of the perfect project history.
 81 Rewriting history will rewrite the changes contained in that history,
 82 turning a tested (hopefully) kernel tree into an untested one.  But, beyond
 83 that, developers cannot easily collaborate if they do not have a shared
 84 view of the project history; if you rewrite history which other developers
 85 have pulled into their repositories, you will make life much more difficult
 86 for those developers.  So a simple rule of thumb applies here: history
 87 which has been exported to others should generally be seen as immutable
 88 thereafter.
 89 
 90 So, once you push a set of changes to your publicly-available server, those
 91 changes should not be rewritten.  Git will attempt to enforce this rule if
 92 you try to push changes which do not result in a fast-forward merge
 93 (i.e. changes which do not share the same history).  It is possible to
 94 override this check, and there may be times when it is necessary to rewrite
 95 an exported tree.  Moving changesets between trees to avoid conflicts in
 96 linux-next is one example.  But such actions should be rare.  This is one
 97 of the reasons why development should be done in private branches (which
 98 can be rewritten if necessary) and only moved into public branches when
 99 it's in a reasonably advanced state.
100 
101 As the mainline (or other tree upon which a set of changes is based)
102 advances, it is tempting to merge with that tree to stay on the leading
103 edge.  For a private branch, rebasing can be an easy way to keep up with
104 another tree, but rebasing is not an option once a tree is exported to the
105 world.  Once that happens, a full merge must be done.  Merging occasionally
106 makes good sense, but overly frequent merges can clutter the history
107 needlessly.  Suggested technique in this case is to merge infrequently, and
108 generally only at specific release points (such as a mainline -rc
109 release).  If you are nervous about specific changes, you can always
110 perform test merges in a private branch.  The git "rerere" tool can be
111 useful in such situations; it remembers how merge conflicts were resolved
112 so that you don't have to do the same work twice.
113 
114 One of the biggest recurring complaints about tools like git is this: the
115 mass movement of patches from one repository to another makes it easy to
116 slip in ill-advised changes which go into the mainline below the review
117 radar.  Kernel developers tend to get unhappy when they see that kind of
118 thing happening; putting up a git tree with unreviewed or off-topic patches
119 can affect your ability to get trees pulled in the future.  Quoting Linus:
120 
121 ::
122 
123         You can send me patches, but for me to pull a git patch from you, I
124         need to know that you know what you're doing, and I need to be able
125         to trust things *without* then having to go and check every
126         individual change by hand.
127 
128 (https://lwn.net/Articles/224135/).
129 
130 To avoid this kind of situation, ensure that all patches within a given
131 branch stick closely to the associated topic; a "driver fixes" branch
132 should not be making changes to the core memory management code.  And, most
133 importantly, do not use a git tree to bypass the review process.  Post an
134 occasional summary of the tree to the relevant list, and, when the time is
135 right, request that the tree be included in linux-next.
136 
137 If and when others start to send patches for inclusion into your tree,
138 don't forget to review them.  Also ensure that you maintain the correct
139 authorship information; the git "am" tool does its best in this regard, but
140 you may have to add a "From:" line to the patch if it has been relayed to
141 you via a third party.
142 
143 When requesting a pull, be sure to give all the relevant information: where
144 your tree is, what branch to pull, and what changes will result from the
145 pull.  The git request-pull command can be helpful in this regard; it will
146 format the request as other developers expect, and will also check to be
147 sure that you have remembered to push those changes to the public server.
148 
149 .. _development_advancedtopics_reviews:
150 
151 Reviewing patches
152 -----------------
153 
154 Some readers will certainly object to putting this section with "advanced
155 topics" on the grounds that even beginning kernel developers should be
156 reviewing patches.  It is certainly true that there is no better way to
157 learn how to program in the kernel environment than by looking at code
158 posted by others.  In addition, reviewers are forever in short supply; by
159 looking at code you can make a significant contribution to the process as a
160 whole.
161 
162 Reviewing code can be an intimidating prospect, especially for a new kernel
163 developer who may well feel nervous about questioning code - in public -
164 which has been posted by those with more experience.  Even code written by
165 the most experienced developers can be improved, though.  Perhaps the best
166 piece of advice for reviewers (all reviewers) is this: phrase review
167 comments as questions rather than criticisms.  Asking "how does the lock
168 get released in this path?" will always work better than stating "the
169 locking here is wrong."
170 
171 Another technique that is useful in case of a disagreement is to ask for others
172 to chime in. If a discussion reaches a stalemate after a few exchanges,
173 then call for opinions of other reviewers or maintainers. Often those in
174 agreement with a reviewer remain silent unless called upon.
175 The opinion of multiple people carries exponentially more weight.
176 
177 Different developers will review code from different points of view.  Some
178 are mostly concerned with coding style and whether code lines have trailing
179 white space.  Others will focus primarily on whether the change implemented
180 by the patch as a whole is a good thing for the kernel or not.  Yet others
181 will check for problematic locking, excessive stack usage, possible
182 security issues, duplication of code found elsewhere, adequate
183 documentation, adverse effects on performance, user-space ABI changes, etc.
184 All types of review, if they lead to better code going into the kernel, are
185 welcome and worthwhile.
186 
187 There is no strict requirement to use specific tags like ``Reviewed-by``.
188 In fact reviews in plain English are more informative and encouraged
189 even when a tag is provided, e.g. "I looked at aspects A, B and C of this
190 submission and it looks good to me."
191 Some form of a review message or reply is obviously necessary otherwise
192 maintainers will not know that the reviewer has looked at the patch at all!
193 
194 Last but not least patch review may become a negative process, focused
195 on pointing out problems. Please throw in a compliment once in a while,
196 particularly for newbies!

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