17: ADVANCED TOPICS
2
3At this point, hopefully, you have a handle on how the development process
4works.  There is still more to learn, however!  This section will cover a
5number of topics which can be helpful for developers wanting to become a
6regular part of the Linux kernel development process.
7
87.1: MANAGING PATCHES WITH GIT
9
10The use of distributed version control for the kernel began in early 2002,
11when Linus first started playing with the proprietary BitKeeper
12application.  While BitKeeper was controversial, the approach to software
13version management it embodied most certainly was not.  Distributed version
14control enabled an immediate acceleration of the kernel development
15project.  In current times, there are several free alternatives to
16BitKeeper.  For better or for worse, the kernel project has settled on git
17as its tool of choice.
18
19Managing patches with git can make life much easier for the developer,
20especially as the volume of those patches grows.  Git also has its rough
21edges and poses certain hazards; it is a young and powerful tool which is
22still being civilized by its developers.  This document will not attempt to
23teach the reader how to use git; that would be sufficient material for a
24long document in its own right.  Instead, the focus here will be on how git
25fits into the kernel development process in particular.  Developers who
26wish to come up to speed with git will find more information at:
27
28	http://git-scm.com/
29
30	http://www.kernel.org/pub/software/scm/git/docs/user-manual.html
31
32and on various tutorials found on the web.
33
34The first order of business is to read the above sites and get a solid
35understanding of how git works before trying to use it to make patches
36available to others.  A git-using developer should be able to obtain a copy
37of the mainline repository, explore the revision history, commit changes to
38the tree, use branches, etc.  An understanding of git's tools for the
39rewriting of history (such as rebase) is also useful.  Git comes with its
40own terminology and concepts; a new user of git should know about refs,
41remote branches, the index, fast-forward merges, pushes and pulls, detached
42heads, etc.  It can all be a little intimidating at the outset, but the
43concepts are not that hard to grasp with a bit of study.
44
45Using git to generate patches for submission by email can be a good
46exercise while coming up to speed.
47
48When you are ready to start putting up git trees for others to look at, you
49will, of course, need a server that can be pulled from.  Setting up such a
50server with git-daemon is relatively straightforward if you have a system
51which is accessible to the Internet.  Otherwise, free, public hosting sites
52(Github, for example) are starting to appear on the net.  Established
53developers can get an account on kernel.org, but those are not easy to come
54by; see http://kernel.org/faq/ for more information.
55
56The normal git workflow involves the use of a lot of branches.  Each line
57of development can be separated into a separate "topic branch" and
58maintained independently.  Branches in git are cheap, there is no reason to
59not make free use of them.  And, in any case, you should not do your
60development in any branch which you intend to ask others to pull from.
61Publicly-available branches should be created with care; merge in patches
62from development branches when they are in complete form and ready to go -
63not before.
64
65Git provides some powerful tools which can allow you to rewrite your
66development history.  An inconvenient patch (one which breaks bisection,
67say, or which has some other sort of obvious bug) can be fixed in place or
68made to disappear from the history entirely.  A patch series can be
69rewritten as if it had been written on top of today's mainline, even though
70you have been working on it for months.  Changes can be transparently
71shifted from one branch to another.  And so on.  Judicious use of git's
72ability to revise history can help in the creation of clean patch sets with
73fewer problems.
74
75Excessive use of this capability can lead to other problems, though, beyond
76a simple obsession for the creation of the perfect project history.
77Rewriting history will rewrite the changes contained in that history,
78turning a tested (hopefully) kernel tree into an untested one.  But, beyond
79that, developers cannot easily collaborate if they do not have a shared
80view of the project history; if you rewrite history which other developers
81have pulled into their repositories, you will make life much more difficult
82for those developers.  So a simple rule of thumb applies here: history
83which has been exported to others should generally be seen as immutable
84thereafter.
85
86So, once you push a set of changes to your publicly-available server, those
87changes should not be rewritten.  Git will attempt to enforce this rule if
88you try to push changes which do not result in a fast-forward merge
89(i.e. changes which do not share the same history).  It is possible to
90override this check, and there may be times when it is necessary to rewrite
91an exported tree.  Moving changesets between trees to avoid conflicts in
92linux-next is one example.  But such actions should be rare.  This is one
93of the reasons why development should be done in private branches (which
94can be rewritten if necessary) and only moved into public branches when
95it's in a reasonably advanced state.
96
97As the mainline (or other tree upon which a set of changes is based)
98advances, it is tempting to merge with that tree to stay on the leading
99edge.  For a private branch, rebasing can be an easy way to keep up with
100another tree, but rebasing is not an option once a tree is exported to the
101world.  Once that happens, a full merge must be done.  Merging occasionally
102makes good sense, but overly frequent merges can clutter the history
103needlessly.  Suggested technique in this case is to merge infrequently, and
104generally only at specific release points (such as a mainline -rc
105release).  If you are nervous about specific changes, you can always
106perform test merges in a private branch.  The git "rerere" tool can be
107useful in such situations; it remembers how merge conflicts were resolved
108so that you don't have to do the same work twice.
109
110One of the biggest recurring complaints about tools like git is this: the
111mass movement of patches from one repository to another makes it easy to
112slip in ill-advised changes which go into the mainline below the review
113radar.  Kernel developers tend to get unhappy when they see that kind of
114thing happening; putting up a git tree with unreviewed or off-topic patches
115can affect your ability to get trees pulled in the future.  Quoting Linus:
116
117	You can send me patches, but for me to pull a git patch from you, I
118	need to know that you know what you're doing, and I need to be able
119	to trust things *without* then having to go and check every
120	individual change by hand.
121
122(http://lwn.net/Articles/224135/).
123
124To avoid this kind of situation, ensure that all patches within a given
125branch stick closely to the associated topic; a "driver fixes" branch
126should not be making changes to the core memory management code.  And, most
127importantly, do not use a git tree to bypass the review process.  Post an
128occasional summary of the tree to the relevant list, and, when the time is
129right, request that the tree be included in linux-next.
130
131If and when others start to send patches for inclusion into your tree,
132don't forget to review them.  Also ensure that you maintain the correct
133authorship information; the git "am" tool does its best in this regard, but
134you may have to add a "From:" line to the patch if it has been relayed to
135you via a third party.
136
137When requesting a pull, be sure to give all the relevant information: where
138your tree is, what branch to pull, and what changes will result from the
139pull.  The git request-pull command can be helpful in this regard; it will
140format the request as other developers expect, and will also check to be
141sure that you have remembered to push those changes to the public server.
142
143
1447.2: REVIEWING PATCHES
145
146Some readers will certainly object to putting this section with "advanced
147topics" on the grounds that even beginning kernel developers should be
148reviewing patches.  It is certainly true that there is no better way to
149learn how to program in the kernel environment than by looking at code
150posted by others.  In addition, reviewers are forever in short supply; by
151looking at code you can make a significant contribution to the process as a
152whole.
153
154Reviewing code can be an intimidating prospect, especially for a new kernel
155developer who may well feel nervous about questioning code - in public -
156which has been posted by those with more experience.  Even code written by
157the most experienced developers can be improved, though.  Perhaps the best
158piece of advice for reviewers (all reviewers) is this: phrase review
159comments as questions rather than criticisms.  Asking "how does the lock
160get released in this path?" will always work better than stating "the
161locking here is wrong."
162
163Different developers will review code from different points of view.  Some
164are mostly concerned with coding style and whether code lines have trailing
165white space.  Others will focus primarily on whether the change implemented
166by the patch as a whole is a good thing for the kernel or not.  Yet others
167will check for problematic locking, excessive stack usage, possible
168security issues, duplication of code found elsewhere, adequate
169documentation, adverse effects on performance, user-space ABI changes, etc.
170All types of review, if they lead to better code going into the kernel, are
171welcome and worthwhile.
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