|  | .. _development_advancedtopics: | 
|  |  | 
|  | Advanced topics | 
|  | =============== | 
|  |  | 
|  | At this point, hopefully, you have a handle on how the development process | 
|  | works.  There is still more to learn, however!  This section will cover a | 
|  | number of topics which can be helpful for developers wanting to become a | 
|  | regular part of the Linux kernel development process. | 
|  |  | 
|  | Managing patches with git | 
|  | ------------------------- | 
|  |  | 
|  | The use of distributed version control for the kernel began in early 2002, | 
|  | when Linus first started playing with the proprietary BitKeeper | 
|  | application.  While BitKeeper was controversial, the approach to software | 
|  | version management it embodied most certainly was not.  Distributed version | 
|  | control enabled an immediate acceleration of the kernel development | 
|  | project.  In current times, there are several free alternatives to | 
|  | BitKeeper.  For better or for worse, the kernel project has settled on git | 
|  | as its tool of choice. | 
|  |  | 
|  | Managing patches with git can make life much easier for the developer, | 
|  | especially as the volume of those patches grows.  Git also has its rough | 
|  | edges and poses certain hazards; it is a young and powerful tool which is | 
|  | still being civilized by its developers.  This document will not attempt to | 
|  | teach the reader how to use git; that would be sufficient material for a | 
|  | long document in its own right.  Instead, the focus here will be on how git | 
|  | fits into the kernel development process in particular.  Developers who | 
|  | wish to come up to speed with git will find more information at: | 
|  |  | 
|  | http://git-scm.com/ | 
|  |  | 
|  | http://www.kernel.org/pub/software/scm/git/docs/user-manual.html | 
|  |  | 
|  | and on various tutorials found on the web. | 
|  |  | 
|  | The first order of business is to read the above sites and get a solid | 
|  | understanding of how git works before trying to use it to make patches | 
|  | available to others.  A git-using developer should be able to obtain a copy | 
|  | of the mainline repository, explore the revision history, commit changes to | 
|  | the tree, use branches, etc.  An understanding of git's tools for the | 
|  | rewriting of history (such as rebase) is also useful.  Git comes with its | 
|  | own terminology and concepts; a new user of git should know about refs, | 
|  | remote branches, the index, fast-forward merges, pushes and pulls, detached | 
|  | heads, etc.  It can all be a little intimidating at the outset, but the | 
|  | concepts are not that hard to grasp with a bit of study. | 
|  |  | 
|  | Using git to generate patches for submission by email can be a good | 
|  | exercise while coming up to speed. | 
|  |  | 
|  | When you are ready to start putting up git trees for others to look at, you | 
|  | will, of course, need a server that can be pulled from.  Setting up such a | 
|  | server with git-daemon is relatively straightforward if you have a system | 
|  | which is accessible to the Internet.  Otherwise, free, public hosting sites | 
|  | (Github, for example) are starting to appear on the net.  Established | 
|  | developers can get an account on kernel.org, but those are not easy to come | 
|  | by; see http://kernel.org/faq/ for more information. | 
|  |  | 
|  | The normal git workflow involves the use of a lot of branches.  Each line | 
|  | of development can be separated into a separate "topic branch" and | 
|  | maintained independently.  Branches in git are cheap, there is no reason to | 
|  | not make free use of them.  And, in any case, you should not do your | 
|  | development in any branch which you intend to ask others to pull from. | 
|  | Publicly-available branches should be created with care; merge in patches | 
|  | from development branches when they are in complete form and ready to go - | 
|  | not before. | 
|  |  | 
|  | Git provides some powerful tools which can allow you to rewrite your | 
|  | development history.  An inconvenient patch (one which breaks bisection, | 
|  | say, or which has some other sort of obvious bug) can be fixed in place or | 
|  | made to disappear from the history entirely.  A patch series can be | 
|  | rewritten as if it had been written on top of today's mainline, even though | 
|  | you have been working on it for months.  Changes can be transparently | 
|  | shifted from one branch to another.  And so on.  Judicious use of git's | 
|  | ability to revise history can help in the creation of clean patch sets with | 
|  | fewer problems. | 
|  |  | 
|  | Excessive use of this capability can lead to other problems, though, beyond | 
|  | a simple obsession for the creation of the perfect project history. | 
|  | Rewriting history will rewrite the changes contained in that history, | 
|  | turning a tested (hopefully) kernel tree into an untested one.  But, beyond | 
|  | that, developers cannot easily collaborate if they do not have a shared | 
|  | view of the project history; if you rewrite history which other developers | 
|  | have pulled into their repositories, you will make life much more difficult | 
|  | for those developers.  So a simple rule of thumb applies here: history | 
|  | which has been exported to others should generally be seen as immutable | 
|  | thereafter. | 
|  |  | 
|  | So, once you push a set of changes to your publicly-available server, those | 
|  | changes should not be rewritten.  Git will attempt to enforce this rule if | 
|  | you try to push changes which do not result in a fast-forward merge | 
|  | (i.e. changes which do not share the same history).  It is possible to | 
|  | override this check, and there may be times when it is necessary to rewrite | 
|  | an exported tree.  Moving changesets between trees to avoid conflicts in | 
|  | linux-next is one example.  But such actions should be rare.  This is one | 
|  | of the reasons why development should be done in private branches (which | 
|  | can be rewritten if necessary) and only moved into public branches when | 
|  | it's in a reasonably advanced state. | 
|  |  | 
|  | As the mainline (or other tree upon which a set of changes is based) | 
|  | advances, it is tempting to merge with that tree to stay on the leading | 
|  | edge.  For a private branch, rebasing can be an easy way to keep up with | 
|  | another tree, but rebasing is not an option once a tree is exported to the | 
|  | world.  Once that happens, a full merge must be done.  Merging occasionally | 
|  | makes good sense, but overly frequent merges can clutter the history | 
|  | needlessly.  Suggested technique in this case is to merge infrequently, and | 
|  | generally only at specific release points (such as a mainline -rc | 
|  | release).  If you are nervous about specific changes, you can always | 
|  | perform test merges in a private branch.  The git "rerere" tool can be | 
|  | useful in such situations; it remembers how merge conflicts were resolved | 
|  | so that you don't have to do the same work twice. | 
|  |  | 
|  | One of the biggest recurring complaints about tools like git is this: the | 
|  | mass movement of patches from one repository to another makes it easy to | 
|  | slip in ill-advised changes which go into the mainline below the review | 
|  | radar.  Kernel developers tend to get unhappy when they see that kind of | 
|  | thing happening; putting up a git tree with unreviewed or off-topic patches | 
|  | can affect your ability to get trees pulled in the future.  Quoting Linus: | 
|  |  | 
|  | :: | 
|  |  | 
|  | You can send me patches, but for me to pull a git patch from you, I | 
|  | need to know that you know what you're doing, and I need to be able | 
|  | to trust things *without* then having to go and check every | 
|  | individual change by hand. | 
|  |  | 
|  | (http://lwn.net/Articles/224135/). | 
|  |  | 
|  | To avoid this kind of situation, ensure that all patches within a given | 
|  | branch stick closely to the associated topic; a "driver fixes" branch | 
|  | should not be making changes to the core memory management code.  And, most | 
|  | importantly, do not use a git tree to bypass the review process.  Post an | 
|  | occasional summary of the tree to the relevant list, and, when the time is | 
|  | right, request that the tree be included in linux-next. | 
|  |  | 
|  | If and when others start to send patches for inclusion into your tree, | 
|  | don't forget to review them.  Also ensure that you maintain the correct | 
|  | authorship information; the git "am" tool does its best in this regard, but | 
|  | you may have to add a "From:" line to the patch if it has been relayed to | 
|  | you via a third party. | 
|  |  | 
|  | When requesting a pull, be sure to give all the relevant information: where | 
|  | your tree is, what branch to pull, and what changes will result from the | 
|  | pull.  The git request-pull command can be helpful in this regard; it will | 
|  | format the request as other developers expect, and will also check to be | 
|  | sure that you have remembered to push those changes to the public server. | 
|  |  | 
|  |  | 
|  | Reviewing patches | 
|  | ----------------- | 
|  |  | 
|  | Some readers will certainly object to putting this section with "advanced | 
|  | topics" on the grounds that even beginning kernel developers should be | 
|  | reviewing patches.  It is certainly true that there is no better way to | 
|  | learn how to program in the kernel environment than by looking at code | 
|  | posted by others.  In addition, reviewers are forever in short supply; by | 
|  | looking at code you can make a significant contribution to the process as a | 
|  | whole. | 
|  |  | 
|  | Reviewing code can be an intimidating prospect, especially for a new kernel | 
|  | developer who may well feel nervous about questioning code - in public - | 
|  | which has been posted by those with more experience.  Even code written by | 
|  | the most experienced developers can be improved, though.  Perhaps the best | 
|  | piece of advice for reviewers (all reviewers) is this: phrase review | 
|  | comments as questions rather than criticisms.  Asking "how does the lock | 
|  | get released in this path?" will always work better than stating "the | 
|  | locking here is wrong." | 
|  |  | 
|  | Different developers will review code from different points of view.  Some | 
|  | are mostly concerned with coding style and whether code lines have trailing | 
|  | white space.  Others will focus primarily on whether the change implemented | 
|  | by the patch as a whole is a good thing for the kernel or not.  Yet others | 
|  | will check for problematic locking, excessive stack usage, possible | 
|  | security issues, duplication of code found elsewhere, adequate | 
|  | documentation, adverse effects on performance, user-space ABI changes, etc. | 
|  | All types of review, if they lead to better code going into the kernel, are | 
|  | welcome and worthwhile. |