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authorDaniel Baumann <daniel.baumann@progress-linux.org>2024-05-18 17:35:05 +0000
committerDaniel Baumann <daniel.baumann@progress-linux.org>2024-05-18 17:39:31 +0000
commit85c675d0d09a45a135bddd15d7b385f8758c32fb (patch)
tree76267dbc9b9a130337be3640948fe397b04ac629 /Documentation/process/backporting.rst
parentAdding upstream version 6.6.15. (diff)
downloadlinux-85c675d0d09a45a135bddd15d7b385f8758c32fb.tar.xz
linux-85c675d0d09a45a135bddd15d7b385f8758c32fb.zip
Adding upstream version 6.7.7.upstream/6.7.7
Signed-off-by: Daniel Baumann <daniel.baumann@progress-linux.org>
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+.. SPDX-License-Identifier: GPL-2.0
+
+===================================
+Backporting and conflict resolution
+===================================
+
+:Author: Vegard Nossum <vegard.nossum@oracle.com>
+
+.. contents::
+ :local:
+ :depth: 3
+ :backlinks: none
+
+Introduction
+============
+
+Some developers may never really have to deal with backporting patches,
+merging branches, or resolving conflicts in their day-to-day work, so
+when a merge conflict does pop up, it can be daunting. Luckily,
+resolving conflicts is a skill like any other, and there are many useful
+techniques you can use to make the process smoother and increase your
+confidence in the result.
+
+This document aims to be a comprehensive, step-by-step guide to
+backporting and conflict resolution.
+
+Applying the patch to a tree
+============================
+
+Sometimes the patch you are backporting already exists as a git commit,
+in which case you just cherry-pick it directly using
+``git cherry-pick``. However, if the patch comes from an email, as it
+often does for the Linux kernel, you will need to apply it to a tree
+using ``git am``.
+
+If you've ever used ``git am``, you probably already know that it is
+quite picky about the patch applying perfectly to your source tree. In
+fact, you've probably had nightmares about ``.rej`` files and trying to
+edit the patch to make it apply.
+
+It is strongly recommended to instead find an appropriate base version
+where the patch applies cleanly and *then* cherry-pick it over to your
+destination tree, as this will make git output conflict markers and let
+you resolve conflicts with the help of git and any other conflict
+resolution tools you might prefer to use. For example, if you want to
+apply a patch that just arrived on LKML to an older stable kernel, you
+can apply it to the most recent mainline kernel and then cherry-pick it
+to your older stable branch.
+
+It's generally better to use the exact same base as the one the patch
+was generated from, but it doesn't really matter that much as long as it
+applies cleanly and isn't too far from the original base. The only
+problem with applying the patch to the "wrong" base is that it may pull
+in more unrelated changes in the context of the diff when cherry-picking
+it to the older branch.
+
+A good reason to prefer ``git cherry-pick`` over ``git am`` is that git
+knows the precise history of an existing commit, so it will know when
+code has moved around and changed the line numbers; this in turn makes
+it less likely to apply the patch to the wrong place (which can result
+in silent mistakes or messy conflicts).
+
+If you are using `b4`_. and you are applying the patch directly from an
+email, you can use ``b4 am`` with the options ``-g``/``--guess-base``
+and ``-3``/``--prep-3way`` to do some of this automatically (see the
+`b4 presentation`_ for more information). However, the rest of this
+article will assume that you are doing a plain ``git cherry-pick``.
+
+.. _b4: https://people.kernel.org/monsieuricon/introducing-b4-and-patch-attestation
+.. _b4 presentation: https://youtu.be/mF10hgVIx9o?t=2996
+
+Once you have the patch in git, you can go ahead and cherry-pick it into
+your source tree. Don't forget to cherry-pick with ``-x`` if you want a
+written record of where the patch came from!
+
+Note that if you are submiting a patch for stable, the format is
+slightly different; the first line after the subject line needs tobe
+either::
+
+ commit <upstream commit> upstream
+
+or::
+
+ [ Upstream commit <upstream commit> ]
+
+Resolving conflicts
+===================
+
+Uh-oh; the cherry-pick failed with a vaguely threatening message::
+
+ CONFLICT (content): Merge conflict
+
+What to do now?
+
+In general, conflicts appear when the context of the patch (i.e., the
+lines being changed and/or the lines surrounding the changes) doesn't
+match what's in the tree you are trying to apply the patch *to*.
+
+For backports, what likely happened was that the branch you are
+backporting from contains patches not in the branch you are backporting
+to. However, the reverse is also possible. In any case, the result is a
+conflict that needs to be resolved.
+
+If your attempted cherry-pick fails with a conflict, git automatically
+edits the files to include so-called conflict markers showing you where
+the conflict is and how the two branches have diverged. Resolving the
+conflict typically means editing the end result in such a way that it
+takes into account these other commits.
+
+Resolving the conflict can be done either by hand in a regular text
+editor or using a dedicated conflict resolution tool.
+
+Many people prefer to use their regular text editor and edit the
+conflict directly, as it may be easier to understand what you're doing
+and to control the final result. There are definitely pros and cons to
+each method, and sometimes there's value in using both.
+
+We will not cover using dedicated merge tools here beyond providing some
+pointers to various tools that you could use:
+
+- `Emacs Ediff mode <https://www.emacswiki.org/emacs/EdiffMode>`__
+- `vimdiff/gvimdiff <https://linux.die.net/man/1/vimdiff>`__
+- `KDiff3 <http://kdiff3.sourceforge.net/>`__
+- `TortoiseMerge <https://tortoisesvn.net/TortoiseMerge.html>`__
+- `Meld <https://meldmerge.org/help/>`__
+- `P4Merge <https://www.perforce.com/products/helix-core-apps/merge-diff-tool-p4merge>`__
+- `Beyond Compare <https://www.scootersoftware.com/>`__
+- `IntelliJ <https://www.jetbrains.com/help/idea/resolve-conflicts.html>`__
+- `VSCode <https://code.visualstudio.com/docs/editor/versioncontrol>`__
+
+To configure git to work with these, see ``git mergetool --help`` or
+the official `git-mergetool documentation`_.
+
+.. _git-mergetool documentation: https://git-scm.com/docs/git-mergetool
+
+Prerequisite patches
+--------------------
+
+Most conflicts happen because the branch you are backporting to is
+missing some patches compared to the branch you are backporting *from*.
+In the more general case (such as merging two independent branches),
+development could have happened on either branch, or the branches have
+simply diverged -- perhaps your older branch had some other backports
+applied to it that themselves needed conflict resolutions, causing a
+divergence.
+
+It's important to always identify the commit or commits that caused the
+conflict, as otherwise you cannot be confident in the correctness of
+your resolution. As an added bonus, especially if the patch is in an
+area you're not that famliar with, the changelogs of these commits will
+often give you the context to understand the code and potential problems
+or pitfalls with your conflict resolution.
+
+git log
+~~~~~~~
+
+A good first step is to look at ``git log`` for the file that has the
+conflict -- this is usually sufficient when there aren't a lot of
+patches to the file, but may get confusing if the file is big and
+frequently patched. You should run ``git log`` on the range of commits
+between your currently checked-out branch (``HEAD``) and the parent of
+the patch you are picking (``<commit>``), i.e.::
+
+ git log HEAD..<commit>^ -- <path>
+
+Even better, if you want to restrict this output to a single function
+(because that's where the conflict appears), you can use the following
+syntax::
+
+ git log -L:'\<function\>':<path> HEAD..<commit>^
+
+.. note::
+ The ``\<`` and ``\>`` around the function name ensure that the
+ matches are anchored on a word boundary. This is important, as this
+ part is actually a regex and git only follows the first match, so
+ if you use ``-L:thread_stack:kernel/fork.c`` it may only give you
+ results for the function ``try_release_thread_stack_to_cache`` even
+ though there are many other functions in that file containing the
+ string ``thread_stack`` in their names.
+
+Another useful option for ``git log`` is ``-G``, which allows you to
+filter on certain strings appearing in the diffs of the commits you are
+listing::
+
+ git log -G'regex' HEAD..<commit>^ -- <path>
+
+This can also be a handy way to quickly find when something (e.g. a
+function call or a variable) was changed, added, or removed. The search
+string is a regular expression, which means you can potentially search
+for more specific things like assignments to a specific struct member::
+
+ git log -G'\->index\>.*='
+
+git blame
+~~~~~~~~~
+
+Another way to find prerequisite commits (albeit only the most recent
+one for a given conflict) is to run ``git blame``. In this case, you
+need to run it against the parent commit of the patch you are
+cherry-picking and the file where the conflict appared, i.e.::
+
+ git blame <commit>^ -- <path>
+
+This command also accepts the ``-L`` argument (for restricting the
+output to a single function), but in this case you specify the filename
+at the end of the command as usual::
+
+ git blame -L:'\<function\>' <commit>^ -- <path>
+
+Navigate to the place where the conflict occurred. The first column of
+the blame output is the commit ID of the patch that added a given line
+of code.
+
+It might be a good idea to ``git show`` these commits and see if they
+look like they might be the source of the conflict. Sometimes there will
+be more than one of these commits, either because multiple commits
+changed different lines of the same conflict area *or* because multiple
+subsequent patches changed the same line (or lines) multiple times. In
+the latter case, you may have to run ``git blame`` again and specify the
+older version of the file to look at in order to dig further back in
+the history of the file.
+
+Prerequisite vs. incidental patches
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Having found the patch that caused the conflict, you need to determine
+whether it is a prerequisite for the patch you are backporting or
+whether it is just incidental and can be skipped. An incidental patch
+would be one that touches the same code as the patch you are
+backporting, but does not change the semantics of the code in any
+material way. For example, a whitespace cleanup patch is completely
+incidental -- likewise, a patch that simply renames a function or a
+variable would be incidental as well. On the other hand, if the function
+being changed does not even exist in your current branch then this would
+not be incidental at all and you need to carefully consider whether the
+patch adding the function should be cherry-picked first.
+
+If you find that there is a necessary prerequisite patch, then you need
+to stop and cherry-pick that instead. If you've already resolved some
+conflicts in a different file and don't want to do it again, you can
+create a temporary copy of that file.
+
+To abort the current cherry-pick, go ahead and run
+``git cherry-pick --abort``, then restart the cherry-picking process
+with the commit ID of the prerequisite patch instead.
+
+Understanding conflict markers
+------------------------------
+
+Combined diffs
+~~~~~~~~~~~~~~
+
+Let's say you've decided against picking (or reverting) additional
+patches and you just want to resolve the conflict. Git will have
+inserted conflict markers into your file. Out of the box, this will look
+something like::
+
+ <<<<<<< HEAD
+ this is what's in your current tree before cherry-picking
+ =======
+ this is what the patch wants it to be after cherry-picking
+ >>>>>>> <commit>... title
+
+This is what you would see if you opened the file in your editor.
+However, if you were to run ``git diff`` without any arguments, the
+output would look something like this::
+
+ $ git diff
+ [...]
+ ++<<<<<<<< HEAD
+ +this is what's in your current tree before cherry-picking
+ ++========
+ + this is what the patch wants it to be after cherry-picking
+ ++>>>>>>>> <commit>... title
+
+When you are resolving a conflict, the behavior of ``git diff`` differs
+from its normal behavior. Notice the two columns of diff markers
+instead of the usual one; this is a so-called "`combined diff`_", here
+showing the 3-way diff (or diff-of-diffs) between
+
+#. the current branch (before cherry-picking) and the current working
+ directory, and
+#. the current branch (before cherry-picking) and the file as it looks
+ after the original patch has been applied.
+
+.. _combined diff: https://git-scm.com/docs/diff-format#_combined_diff_format
+
+
+Better diffs
+~~~~~~~~~~~~
+
+3-way combined diffs include all the other changes that happened to the
+file between your current branch and the branch you are cherry-picking
+from. While this is useful for spotting other changes that you need to
+take into account, this also makes the output of ``git diff`` somewhat
+intimidating and difficult to read. You may instead prefer to run
+``git diff HEAD`` (or ``git diff --ours``) which shows only the diff
+between the current branch before cherry-picking and the current working
+directory. It looks like this::
+
+ $ git diff HEAD
+ [...]
+ +<<<<<<<< HEAD
+ this is what's in your current tree before cherry-picking
+ +========
+ +this is what the patch wants it to be after cherry-picking
+ +>>>>>>>> <commit>... title
+
+As you can see, this reads just like any other diff and makes it clear
+which lines are in the current branch and which lines are being added
+because they are part of the merge conflict or the patch being
+cherry-picked.
+
+Merge styles and diff3
+~~~~~~~~~~~~~~~~~~~~~~
+
+The default conflict marker style shown above is known as the ``merge``
+style. There is also another style available, known as the ``diff3``
+style, which looks like this::
+
+ <<<<<<< HEAD
+ this is what is in your current tree before cherry-picking
+ ||||||| parent of <commit> (title)
+ this is what the patch expected to find there
+ =======
+ this is what the patch wants it to be after being applied
+ >>>>>>> <commit> (title)
+
+As you can see, this has 3 parts instead of 2, and includes what git
+expected to find there but didn't. It is *highly recommended* to use
+this conflict style as it makes it much clearer what the patch actually
+changed; i.e., it allows you to compare the before-and-after versions
+of the file for the commit you are cherry-picking. This allows you to
+make better decisions about how to resolve the conflict.
+
+To change conflict marker styles, you can use the following command::
+
+ git config merge.conflictStyle diff3
+
+There is a third option, ``zdiff3``, introduced in `Git 2.35`_,
+which has the same 3 sections as ``diff3``, but where common lines have
+been trimmed off, making the conflict area smaller in some cases.
+
+.. _Git 2.35: https://github.blog/2022-01-24-highlights-from-git-2-35/
+
+Iterating on conflict resolutions
+---------------------------------
+
+The first step in any conflict resolution process is to understand the
+patch you are backporting. For the Linux kernel this is especially
+important, since an incorrect change can lead to the whole system
+crashing -- or worse, an undetected security vulnerability.
+
+Understanding the patch can be easy or difficult depending on the patch
+itself, the changelog, and your familiarity with the code being changed.
+However, a good question for every change (or every hunk of the patch)
+might be: "Why is this hunk in the patch?" The answers to these
+questions will inform your conflict resolution.
+
+Resolution process
+~~~~~~~~~~~~~~~~~~
+
+Sometimes the easiest thing to do is to just remove all but the first
+part of the conflict, leaving the file essentially unchanged, and apply
+the changes by hand. Perhaps the patch is changing a function call
+argument from ``0`` to ``1`` while a conflicting change added an
+entirely new (and insignificant) parameter to the end of the parameter
+list; in that case, it's easy enough to change the argument from ``0``
+to ``1`` by hand and leave the rest of the arguments alone. This
+technique of manually applying changes is mostly useful if the conflict
+pulled in a lot of unrelated context that you don't really need to care
+about.
+
+For particularly nasty conflicts with many conflict markers, you can use
+``git add`` or ``git add -i`` to selectively stage your resolutions to
+get them out of the way; this also lets you use ``git diff HEAD`` to
+always see what remains to be resolved or ``git diff --cached`` to see
+what your patch looks like so far.
+
+Dealing with file renames
+~~~~~~~~~~~~~~~~~~~~~~~~~
+
+One of the most annoying things that can happen while backporting a
+patch is discovering that one of the files being patched has been
+renamed, as that typically means git won't even put in conflict markers,
+but will just throw up its hands and say (paraphrased): "Unmerged path!
+You do the work..."
+
+There are generally a few ways to deal with this. If the patch to the
+renamed file is small, like a one-line change, the easiest thing is to
+just go ahead and apply the change by hand and be done with it. On the
+other hand, if the change is big or complicated, you definitely don't
+want to do it by hand.
+
+As a first pass, you can try something like this, which will lower the
+rename detection threshold to 30% (by default, git uses 50%, meaning
+that two files need to have at least 50% in common for it to consider
+an add-delete pair to be a potential rename)::
+
+ git cherry-pick -strategy=recursive -Xrename-threshold=30
+
+Sometimes the right thing to do will be to also backport the patch that
+did the rename, but that's definitely not the most common case. Instead,
+what you can do is to temporarily rename the file in the branch you're
+backporting to (using ``git mv`` and committing the result), restart the
+attempt to cherry-pick the patch, rename the file back (``git mv`` and
+committing again), and finally squash the result using ``git rebase -i``
+(see the `rebase tutorial`_) so it appears as a single commit when you
+are done.
+
+.. _rebase tutorial: https://medium.com/@slamflipstrom/a-beginners-guide-to-squashing-commits-with-git-rebase-8185cf6e62ec
+
+Gotchas
+-------
+
+Function arguments
+~~~~~~~~~~~~~~~~~~
+
+Pay attention to changing function arguments! It's easy to gloss over
+details and think that two lines are the same but actually they differ
+in some small detail like which variable was passed as an argument
+(especially if the two variables are both a single character that look
+the same, like i and j).
+
+Error handling
+~~~~~~~~~~~~~~
+
+If you cherry-pick a patch that includes a ``goto`` statement (typically
+for error handling), it is absolutely imperative to double check that
+the target label is still correct in the branch you are backporting to.
+The same goes for added ``return``, ``break``, and ``continue``
+statements.
+
+Error handling is typically located at the bottom of the function, so it
+may not be part of the conflict even though could have been changed by
+other patches.
+
+A good way to ensure that you review the error paths is to always use
+``git diff -W`` and ``git show -W`` (AKA ``--function-context``) when
+inspecting your changes. For C code, this will show you the whole
+function that's being changed in a patch. One of the things that often
+go wrong during backports is that something else in the function changed
+on either of the branches that you're backporting from or to. By
+including the whole function in the diff you get more context and can
+more easily spot problems that might otherwise go unnoticed.
+
+Refactored code
+~~~~~~~~~~~~~~~
+
+Something that happens quite often is that code gets refactored by
+"factoring out" a common code sequence or pattern into a helper
+function. When backporting patches to an area where such a refactoring
+has taken place, you effectively need to do the reverse when
+backporting: a patch to a single location may need to be applied to
+multiple locations in the backported version. (One giveaway for this
+scenario is that a function was renamed -- but that's not always the
+case.)
+
+To avoid incomplete backports, it's worth trying to figure out if the
+patch fixes a bug that appears in more than one place. One way to do
+this would be to use ``git grep``. (This is actually a good idea to do
+in general, not just for backports.) If you do find that the same kind
+of fix would apply to other places, it's also worth seeing if those
+places exist upstream -- if they don't, it's likely the patch may need
+to be adjusted. ``git log`` is your friend to figure out what happened
+to these areas as ``git blame`` won't show you code that has been
+removed.
+
+If you do find other instances of the same pattern in the upstream tree
+and you're not sure whether it's also a bug, it may be worth asking the
+patch author. It's not uncommon to find new bugs during backporting!
+
+Verifying the result
+====================
+
+colordiff
+---------
+
+Having committed a conflict-free new patch, you can now compare your
+patch to the original patch. It is highly recommended that you use a
+tool such as `colordiff`_ that can show two files side by side and color
+them according to the changes between them::
+
+ colordiff -yw -W 200 <(git diff -W <upstream commit>^-) <(git diff -W HEAD^-) | less -SR
+
+.. _colordiff: https://www.colordiff.org/
+
+Here, ``-y`` means to do a side-by-side comparison; ``-w`` ignores
+whitespace, and ``-W 200`` sets the width of the output (as otherwise it
+will use 130 by default, which is often a bit too little).
+
+The ``rev^-`` syntax is a handy shorthand for ``rev^..rev``, essentially
+giving you just the diff for that single commit; also see
+the official `git rev-parse documentation`_.
+
+.. _git rev-parse documentation: https://git-scm.com/docs/git-rev-parse#_other_rev_parent_shorthand_notations
+
+Again, note the inclusion of ``-W`` for ``git diff``; this ensures that
+you will see the full function for any function that has changed.
+
+One incredibly important thing that colordiff does is to highlight lines
+that are different. For example, if an error-handling ``goto`` has
+changed labels between the original and backported patch, colordiff will
+show these side-by-side but highlighted in a different color. Thus, it
+is easy to see that the two ``goto`` statements are jumping to different
+labels. Likewise, lines that were not modified by either patch but
+differ in the context will also be highlighted and thus stand out during
+a manual inspection.
+
+Of course, this is just a visual inspection; the real test is building
+and running the patched kernel (or program).
+
+Build testing
+-------------
+
+We won't cover runtime testing here, but it can be a good idea to build
+just the files touched by the patch as a quick sanity check. For the
+Linux kernel you can build single files like this, assuming you have the
+``.config`` and build environment set up correctly::
+
+ make path/to/file.o
+
+Note that this won't discover linker errors, so you should still do a
+full build after verifying that the single file compiles. By compiling
+the single file first you can avoid having to wait for a full build *in
+case* there are compiler errors in any of the files you've changed.
+
+Runtime testing
+---------------
+
+Even a successful build or boot test is not necessarily enough to rule
+out a missing dependency somewhere. Even though the chances are small,
+there could be code changes where two independent changes to the same
+file result in no conflicts, no compile-time errors, and runtime errors
+only in exceptional cases.
+
+One concrete example of this was a pair of patches to the system call
+entry code where the first patch saved/restored a register and a later
+patch made use of the same register somewhere in the middle of this
+sequence. Since there was no overlap between the changes, one could
+cherry-pick the second patch, have no conflicts, and believe that
+everything was fine, when in fact the code was now scribbling over an
+unsaved register.
+
+Although the vast majority of errors will be caught during compilation
+or by superficially exercising the code, the only way to *really* verify
+a backport is to review the final patch with the same level of scrutiny
+as you would (or should) give to any other patch. Having unit tests and
+regression tests or other types of automatic testing can help increase
+the confidence in the correctness of a backport.
+
+Submitting backports to stable
+==============================
+
+As the stable maintainers try to cherry-pick mainline fixes onto their
+stable kernels, they may send out emails asking for backports when when
+encountering conflicts, see e.g.
+<https://lore.kernel.org/stable/2023101528-jawed-shelving-071a@gregkh/>.
+These emails typically include the exact steps you need to cherry-pick
+the patch to the correct tree and submit the patch.
+
+One thing to make sure is that your changelog conforms to the expected
+format::
+
+ <original patch title>
+
+ [ Upstream commit <mainline rev> ]
+
+ <rest of the original changelog>
+ [ <summary of the conflicts and their resolutions> ]
+ Signed-off-by: <your name and email>
+
+The "Upstream commit" line is sometimes slightly different depending on
+the stable version. Older version used this format::
+
+ commit <mainline rev> upstream.
+
+It is most common to indicate the kernel version the patch applies to
+in the email subject line (using e.g.
+``git send-email --subject-prefix='PATCH 6.1.y'``), but you can also put
+it in the Signed-off-by:-area or below the ``---`` line.
+
+The stable maintainers expect separate submissions for each active
+stable version, and each submission should also be tested separately.
+
+A few final words of advice
+===========================
+
+1) Approach the backporting process with humility.
+2) Understand the patch you are backporting; this means reading both
+ the changelog and the code.
+3) Be honest about your confidence in the result when submitting the
+ patch.
+4) Ask relevant maintainers for explicit acks.
+
+Examples
+========
+
+The above shows roughly the idealized process of backporting a patch.
+For a more concrete example, see this video tutorial where two patches
+are backported from mainline to stable:
+`Backporting Linux Kernel Patches`_.
+
+.. _Backporting Linux Kernel Patches: https://youtu.be/sBR7R1V2FeA