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15: POSTING PATCHES
2
3Sooner or later, the time comes when your work is ready to be presented to
4the community for review and, eventually, inclusion into the mainline
5kernel.  Unsurprisingly, the kernel development community has evolved a set
6of conventions and procedures which are used in the posting of patches;
7following them will make life much easier for everybody involved.  This
8document will attempt to cover these expectations in reasonable detail;
9more information can also be found in the files SubmittingPatches,
10SubmittingDrivers, and SubmitChecklist in the kernel documentation
11directory.
12
13
145.1: WHEN TO POST
15
16There is a constant temptation to avoid posting patches before they are
17completely "ready."  For simple patches, that is not a problem.  If the
18work being done is complex, though, there is a lot to be gained by getting
19feedback from the community before the work is complete.  So you should
20consider posting in-progress work, or even making a git tree available so
21that interested developers can catch up with your work at any time.
22
23When posting code which is not yet considered ready for inclusion, it is a
24good idea to say so in the posting itself.  Also mention any major work
25which remains to be done and any known problems.  Fewer people will look at
26patches which are known to be half-baked, but those who do will come in
27with the idea that they can help you drive the work in the right direction.
28
29
305.2: BEFORE CREATING PATCHES
31
32There are a number of things which should be done before you consider
33sending 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
51As a general rule, putting in some extra thought before posting code almost
52always pays back the effort in short order.
53
54
555.3: PATCH PREPARATION
56
57The preparation of patches for posting can be a surprising amount of work,
58but, once again, attempting to save time here is not generally advisable
59even in the short term.
60
61Patches must be prepared against a specific version of the kernel.  As a
62general rule, a patch should be based on the current mainline as found in
63Linus's git tree.  It may become necessary to make versions against -mm,
64linux-next, or a subsystem tree, though, to facilitate wider testing and
65review.  Depending on the area of your patch and what is going on
66elsewhere, basing a patch against these other trees can require a
67significant amount of work resolving conflicts and dealing with API
68changes.
69
70Only the most simple changes should be formatted as a single patch;
71everything else should be made as a logical series of changes.  Splitting
72up patches is a bit of an art; some developers spend a long time figuring
73out how to do it in the way that the community expects.  There are a few
74rules 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
117Working to create the perfect patch series can be a frustrating process
118which takes quite a bit of time and thought after the "real work" has been
119done.  When done properly, though, it is time well spent.
120
121
1225.4: PATCH FORMATTING
123
124So now you have a perfect series of patches for posting, but the work is
125not done quite yet.  Each patch needs to be formatted into a message which
126quickly and clearly communicates its purpose to the rest of the world.  To
127that 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
149The above three items should, normally, be the text used when committing
150the 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
156You should avoid including changes to irrelevant files (those generated by
157the build process, for example, or editor backup files) in the patch.  The
158file "dontdiff" in the Documentation directory can help in this regard;
159pass it to diff with the "-X" option.
160
161The tags mentioned above are used to describe how various developers have
162been associated with the development of this patch.  They are described in
163detail in the SubmittingPatches document; what follows here is a brief
164summary.  Each of these lines has the format:
165
166	tag: Full Name <email address>  optional-other-stuff
167
168The 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
195Be careful in the addition of tags to your patches: only Cc: is appropriate
196for addition without the explicit permission of the person named.
197
198
1995.5: SENDING THE PATCH
200
201Before you mail your patches, there are a couple of other things you should
202take 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
220Patches should always be sent as plain text.  Please do not send them as
221attachments; that makes it much harder for reviewers to quote sections of
222the patch in their replies.  Instead, just put the patch directly into your
223message.
224
225When mailing patches, it is important to send copies to anybody who might
226be interested in it.  Unlike some other projects, the kernel encourages
227people to err on the side of sending too many copies; don't assume that the
228relevant people will see your posting on the mailing lists.  In particular,
229copies 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
250When selecting recipients for a patch, it is good to have an idea of who
251you think will eventually accept the patch and get it merged.  While it
252is possible to send patches directly to Linus Torvalds and have him merge
253them, things are not normally done that way.  Linus is busy, and there are
254subsystem maintainers who watch over specific parts of the kernel.  Usually
255you will be wanting that maintainer to merge your patches.  If there is no
256obvious maintainer, Andrew Morton is often the patch target of last resort.
257
258Patches need good subject lines.  The canonical format for a patch line is
259something like:
260
261	[PATCH nn/mm] subsys: one-line description of the patch
262
263where "nn" is the ordinal number of the patch, "mm" is the total number of
264patches in the series, and "subsys" is the name of the affected subsystem.
265Clearly, nn/mm can be omitted for a single, standalone patch.
266
267If you have a significant series of patches, it is customary to send an
268introductory description as part zero.  This convention is not universally
269followed though; if you use it, remember that information in the
270introduction does not make it into the kernel changelogs.  So please ensure
271that the patches, themselves, have complete changelog information.
272
273In general, the second and following parts of a multi-part patch should be
274sent as a reply to the first part so that they all thread together at the
275receiving end.  Tools like git and quilt have commands to mail out a set of
276patches with the proper threading.  If you have a long series, though, and
277are using git, please provide the --no-chain-reply-to option to avoid
278creating exceptionally deep nesting.
279