| .. _sphinxdoc: | |
| ===================================== | |
| Using Sphinx for kernel documentation | |
| ===================================== | |
| The Linux kernel uses `Sphinx`_ to generate pretty documentation from | |
| `reStructuredText`_ files under ``Documentation``. To build the documentation in | |
| HTML or PDF formats, use ``make htmldocs`` or ``make pdfdocs``. The generated | |
| documentation is placed in ``Documentation/output``. | |
| .. _Sphinx: http://www.sphinx-doc.org/ | |
| .. _reStructuredText: http://docutils.sourceforge.net/rst.html | |
| The reStructuredText files may contain directives to include structured | |
| documentation comments, or kernel-doc comments, from source files. Usually these | |
| are used to describe the functions and types and design of the code. The | |
| kernel-doc comments have some special structure and formatting, but beyond that | |
| they are also treated as reStructuredText. | |
| Finally, there are thousands of plain text documentation files scattered around | |
| ``Documentation``. Some of these will likely be converted to reStructuredText | |
| over time, but the bulk of them will remain in plain text. | |
| .. _sphinx_install: | |
| Sphinx Install | |
| ============== | |
| The ReST markups currently used by the Documentation/ files are meant to be | |
| built with ``Sphinx`` version 3.4.3 or higher. | |
| There's a script that checks for the Sphinx requirements. Please see | |
| :ref:`sphinx-pre-install` for further details. | |
| Most distributions are shipped with Sphinx, but its toolchain is fragile, | |
| and it is not uncommon that upgrading it or some other Python packages | |
| on your machine would cause the documentation build to break. | |
| A way to avoid that is to use a different version than the one shipped | |
| with your distributions. In order to do so, it is recommended to install | |
| Sphinx inside a virtual environment, using ``virtualenv-3`` | |
| or ``virtualenv``, depending on how your distribution packaged Python 3. | |
| In summary, if you want to install the latest version of Sphinx, you | |
| should do:: | |
| $ virtualenv sphinx_latest | |
| $ . sphinx_latest/bin/activate | |
| (sphinx_latest) $ pip install -r Documentation/sphinx/requirements.txt | |
| After running ``. sphinx_latest/bin/activate``, the prompt will change, | |
| in order to indicate that you're using the new environment. If you | |
| open a new shell, you need to rerun this command to enter again at | |
| the virtual environment before building the documentation. | |
| Image output | |
| ------------ | |
| The kernel documentation build system contains an extension that | |
| handles images in both GraphViz and SVG formats (see :ref:`sphinx_kfigure`). | |
| For it to work, you need to install both GraphViz and ImageMagick | |
| packages. If those packages are not installed, the build system will | |
| still build the documentation, but won't include any images at the | |
| output. | |
| PDF and LaTeX builds | |
| -------------------- | |
| Such builds are currently supported only with Sphinx versions 2.4 and higher. | |
| For PDF and LaTeX output, you'll also need ``XeLaTeX`` version 3.14159265. | |
| Depending on the distribution, you may also need to install a series of | |
| ``texlive`` packages that provide the minimal set of functionalities | |
| required for ``XeLaTeX`` to work. | |
| Math Expressions in HTML | |
| ------------------------ | |
| Some ReST pages contain math expressions. Due to the way Sphinx works, | |
| those expressions are written using LaTeX notation. | |
| There are two options for Sphinx to render math expressions in html output. | |
| One is an extension called `imgmath`_ which converts math expressions into | |
| images and embeds them in html pages. | |
| The other is an extension called `mathjax`_ which delegates math rendering | |
| to JavaScript capable web browsers. | |
| The former was the only option for pre-6.1 kernel documentation and it | |
| requires quite a few texlive packages including amsfonts and amsmath among | |
| others. | |
| Since kernel release 6.1, html pages with math expressions can be built | |
| without installing any texlive packages. See `Choice of Math Renderer`_ for | |
| further info. | |
| .. _imgmath: https://www.sphinx-doc.org/en/master/usage/extensions/math.html#module-sphinx.ext.imgmath | |
| .. _mathjax: https://www.sphinx-doc.org/en/master/usage/extensions/math.html#module-sphinx.ext.mathjax | |
| .. _sphinx-pre-install: | |
| Checking for Sphinx dependencies | |
| -------------------------------- | |
| There's a script that automatically checks for Sphinx dependencies. If it can | |
| recognize your distribution, it will also give a hint about the install | |
| command line options for your distro:: | |
| $ ./tools/docs/sphinx-pre-install | |
| Checking if the needed tools for Fedora release 26 (Twenty Six) are available | |
| Warning: better to also install "texlive-luatex85". | |
| You should run: | |
| sudo dnf install -y texlive-luatex85 | |
| /usr/bin/virtualenv sphinx_2.4.4 | |
| . sphinx_2.4.4/bin/activate | |
| pip install -r Documentation/sphinx/requirements.txt | |
| Can't build as 1 mandatory dependency is missing at ./tools/docs/sphinx-pre-install line 468. | |
| By default, it checks all the requirements for both html and PDF, including | |
| the requirements for images, math expressions and LaTeX build, and assumes | |
| that a virtual Python environment will be used. The ones needed for html | |
| builds are assumed to be mandatory; the others to be optional. | |
| It supports two optional parameters: | |
| ``--no-pdf`` | |
| Disable checks for PDF; | |
| ``--no-virtualenv`` | |
| Use OS packaging for Sphinx instead of Python virtual environment. | |
| Installing Sphinx Minimal Version | |
| --------------------------------- | |
| When changing Sphinx build system, it is important to ensure that | |
| the minimal version will still be supported. Nowadays, it is | |
| becoming harder to do that on modern distributions, as it is not | |
| possible to install with Python 3.13 and above. | |
| Testing with the lowest supported Python version as defined at | |
| Documentation/process/changes.rst can be done by creating | |
| a venv with it with, and install minimal requirements with:: | |
| /usr/bin/python3.9 -m venv sphinx_min | |
| . sphinx_min/bin/activate | |
| pip install -r Documentation/sphinx/min_requirements.txt | |
| A more comprehensive test can be done by using: | |
| tools/docs/test_doc_build.py | |
| Such script create one Python venv per supported version, | |
| optionally building documentation for a range of Sphinx versions. | |
| Sphinx Build | |
| ============ | |
| The usual way to generate the documentation is to run ``make htmldocs`` or | |
| ``make pdfdocs``. There are also other formats available: see the documentation | |
| section of ``make help``. The generated documentation is placed in | |
| format-specific subdirectories under ``Documentation/output``. | |
| To generate documentation, Sphinx (``sphinx-build``) must obviously be | |
| installed. For PDF output you'll also need ``XeLaTeX`` and ``convert(1)`` | |
| from ImageMagick (https://www.imagemagick.org).\ [#ink]_ All of these are | |
| widely available and packaged in distributions. | |
| To pass extra options to Sphinx, you can use the ``SPHINXOPTS`` make | |
| variable. For example, use ``make SPHINXOPTS=-v htmldocs`` to get more verbose | |
| output. | |
| It is also possible to pass an extra DOCS_CSS overlay file, in order to customize | |
| the html layout, by using the ``DOCS_CSS`` make variable. | |
| By default, the "Alabaster" theme is used to build the HTML documentation; | |
| this theme is bundled with Sphinx and need not be installed separately. | |
| The Sphinx theme can be overridden by using the ``DOCS_THEME`` make variable. | |
| .. note:: | |
| Some people might prefer to use the RTD theme for html output. | |
| Depending on the Sphinx version, it should be installed separately, | |
| with ``pip install sphinx_rtd_theme``. | |
| There is another make variable ``SPHINXDIRS``, which is useful when test | |
| building a subset of documentation. For example, you can build documents | |
| under ``Documentation/doc-guide`` by running | |
| ``make SPHINXDIRS=doc-guide htmldocs``. | |
| The documentation section of ``make help`` will show you the list of | |
| subdirectories you can specify. | |
| To remove the generated documentation, run ``make cleandocs``. | |
| .. [#ink] Having ``inkscape(1)`` from Inkscape (https://inkscape.org) | |
| as well would improve the quality of images embedded in PDF | |
| documents, especially for kernel releases 5.18 and later. | |
| Choice of Math Renderer | |
| ----------------------- | |
| Since kernel release 6.1, mathjax works as a fallback math renderer for | |
| html output.\ [#sph1_8]_ | |
| Math renderer is chosen depending on available commands as shown below: | |
| .. table:: Math Renderer Choices for HTML | |
| ============= ================= ============ | |
| Math renderer Required commands Image format | |
| ============= ================= ============ | |
| imgmath latex, dvipng PNG (raster) | |
| mathjax | |
| ============= ================= ============ | |
| The choice can be overridden by setting an environment variable | |
| ``SPHINX_IMGMATH`` as shown below: | |
| .. table:: Effect of Setting ``SPHINX_IMGMATH`` | |
| ====================== ======== | |
| Setting Renderer | |
| ====================== ======== | |
| ``SPHINX_IMGMATH=yes`` imgmath | |
| ``SPHINX_IMGMATH=no`` mathjax | |
| ====================== ======== | |
| .. [#sph1_8] Fallback of math renderer requires Sphinx >=1.8. | |
| Writing Documentation | |
| ===================== | |
| Adding new documentation can be as simple as: | |
| 1. Add a new ``.rst`` file somewhere under ``Documentation``. | |
| 2. Refer to it from the Sphinx main `TOC tree`_ in ``Documentation/index.rst``. | |
| .. _TOC tree: http://www.sphinx-doc.org/en/stable/markup/toctree.html | |
| This is usually good enough for simple documentation (like the one you're | |
| reading right now), but for larger documents it may be advisable to create a | |
| subdirectory (or use an existing one). For example, the graphics subsystem | |
| documentation is under ``Documentation/gpu``, split to several ``.rst`` files, | |
| and has a separate ``index.rst`` (with a ``toctree`` of its own) referenced from | |
| the main index. | |
| See the documentation for `Sphinx`_ and `reStructuredText`_ on what you can do | |
| with them. In particular, the Sphinx `reStructuredText Primer`_ is a good place | |
| to get started with reStructuredText. There are also some `Sphinx specific | |
| markup constructs`_. | |
| .. _reStructuredText Primer: http://www.sphinx-doc.org/en/stable/rest.html | |
| .. _Sphinx specific markup constructs: http://www.sphinx-doc.org/en/stable/markup/index.html | |
| Specific guidelines for the kernel documentation | |
| ------------------------------------------------ | |
| Here are some specific guidelines for the kernel documentation: | |
| * Please don't go overboard with reStructuredText markup. Keep it | |
| simple. For the most part the documentation should be plain text with | |
| just enough consistency in formatting that it can be converted to | |
| other formats. | |
| * Please keep the formatting changes minimal when converting existing | |
| documentation to reStructuredText. | |
| * Also update the content, not just the formatting, when converting | |
| documentation. | |
| * Please stick to this order of heading adornments: | |
| 1. ``=`` with overline for document title:: | |
| ============== | |
| Document title | |
| ============== | |
| 2. ``=`` for chapters:: | |
| Chapters | |
| ======== | |
| 3. ``-`` for sections:: | |
| Section | |
| ------- | |
| 4. ``~`` for subsections:: | |
| Subsection | |
| ~~~~~~~~~~ | |
| Although RST doesn't mandate a specific order ("Rather than imposing a fixed | |
| number and order of section title adornment styles, the order enforced will be | |
| the order as encountered."), having the higher levels the same overall makes | |
| it easier to follow the documents. | |
| * For inserting fixed width text blocks (for code examples, use case | |
| examples, etc.), use ``::`` for anything that doesn't really benefit | |
| from syntax highlighting, especially short snippets. Use | |
| ``.. code-block:: <language>`` for longer code blocks that benefit | |
| from highlighting. For a short snippet of code embedded in the text, use \`\`. | |
| The C domain | |
| ------------ | |
| The **Sphinx C Domain** (name c) is suited for documentation of C API. E.g. a | |
| function prototype: | |
| .. code-block:: rst | |
| .. c:function:: int ioctl( int fd, int request ) | |
| The C domain of the kernel-doc has some additional features. E.g. you can | |
| *rename* the reference name of a function with a common name like ``open`` or | |
| ``ioctl``: | |
| .. code-block:: rst | |
| .. c:function:: int ioctl( int fd, int request ) | |
| :name: VIDIOC_LOG_STATUS | |
| The func-name (e.g. ioctl) remains in the output but the ref-name changed from | |
| ``ioctl`` to ``VIDIOC_LOG_STATUS``. The index entry for this function is also | |
| changed to ``VIDIOC_LOG_STATUS``. | |
| Please note that there is no need to use ``c:func:`` to generate cross | |
| references to function documentation. Due to some Sphinx extension magic, | |
| the documentation build system will automatically turn a reference to | |
| ``function()`` into a cross reference if an index entry for the given | |
| function name exists. If you see ``c:func:`` use in a kernel document, | |
| please feel free to remove it. | |
| Tables | |
| ------ | |
| ReStructuredText provides several options for table syntax. Kernel style for | |
| tables is to prefer *simple table* syntax or *grid table* syntax. See the | |
| `reStructuredText user reference for table syntax`_ for more details. | |
| .. _reStructuredText user reference for table syntax: | |
| https://docutils.sourceforge.io/docs/user/rst/quickref.html#tables | |
| list tables | |
| ~~~~~~~~~~~ | |
| The list-table formats can be useful for tables that are not easily laid | |
| out in the usual Sphinx ASCII-art formats. These formats are nearly | |
| impossible for readers of the plain-text documents to understand, though, | |
| and should be avoided in the absence of a strong justification for their | |
| use. | |
| The ``flat-table`` is a double-stage list similar to the ``list-table`` with | |
| some additional features: | |
| * column-span: with the role ``cspan`` a cell can be extended through | |
| additional columns | |
| * row-span: with the role ``rspan`` a cell can be extended through | |
| additional rows | |
| * auto span rightmost cell of a table row over the missing cells on the right | |
| side of that table-row. With Option ``:fill-cells:`` this behavior can | |
| changed from *auto span* to *auto fill*, which automatically inserts (empty) | |
| cells instead of spanning the last cell. | |
| options: | |
| * ``:header-rows:`` [int] count of header rows | |
| * ``:stub-columns:`` [int] count of stub columns | |
| * ``:widths:`` [[int] [int] ... ] widths of columns | |
| * ``:fill-cells:`` instead of auto-spanning missing cells, insert missing cells | |
| roles: | |
| * ``:cspan:`` [int] additional columns (*morecols*) | |
| * ``:rspan:`` [int] additional rows (*morerows*) | |
| The example below shows how to use this markup. The first level of the staged | |
| list is the *table-row*. In the *table-row* there is only one markup allowed, | |
| the list of the cells in this *table-row*. Exceptions are *comments* ( ``..`` ) | |
| and *targets* (e.g. a ref to ``:ref:`last row <last row>``` / :ref:`last row | |
| <last row>`). | |
| .. code-block:: rst | |
| .. flat-table:: table title | |
| :widths: 2 1 1 3 | |
| * - head col 1 | |
| - head col 2 | |
| - head col 3 | |
| - head col 4 | |
| * - row 1 | |
| - field 1.1 | |
| - field 1.2 with autospan | |
| * - row 2 | |
| - field 2.1 | |
| - :rspan:`1` :cspan:`1` field 2.2 - 3.3 | |
| * .. _`last row`: | |
| - row 3 | |
| Rendered as: | |
| .. flat-table:: table title | |
| :widths: 2 1 1 3 | |
| * - head col 1 | |
| - head col 2 | |
| - head col 3 | |
| - head col 4 | |
| * - row 1 | |
| - field 1.1 | |
| - field 1.2 with autospan | |
| * - row 2 | |
| - field 2.1 | |
| - :rspan:`1` :cspan:`1` field 2.2 - 3.3 | |
| * .. _`last row`: | |
| - row 3 | |
| Cross-referencing | |
| ----------------- | |
| Cross-referencing from one documentation page to another can be done simply by | |
| writing the path to the document file, no special syntax required. The path can | |
| be either absolute or relative. For absolute paths, start it with | |
| "Documentation/". For example, to cross-reference to this page, all the | |
| following are valid options, depending on the current document's directory (note | |
| that the ``.rst`` extension is required):: | |
| See Documentation/doc-guide/sphinx.rst. This always works. | |
| Take a look at sphinx.rst, which is at this same directory. | |
| Read ../sphinx.rst, which is one directory above. | |
| If you want the link to have a different rendered text other than the document's | |
| title, you need to use Sphinx's ``doc`` role. For example:: | |
| See :doc:`my custom link text for document sphinx <sphinx>`. | |
| For most use cases, the former is preferred, as it is cleaner and more suited | |
| for people reading the source files. If you come across a ``:doc:`` usage that | |
| isn't adding any value, please feel free to convert it to just the document | |
| path. | |
| For information on cross-referencing to kernel-doc functions or types, see | |
| Documentation/doc-guide/kernel-doc.rst. | |
| Referencing commits | |
| ~~~~~~~~~~~~~~~~~~~ | |
| References to git commits are automatically hyperlinked given that they are | |
| written in one of these formats:: | |
| commit 72bf4f1767f0 | |
| commit 72bf4f1767f0 ("net: do not leave an empty skb in write queue") | |
| .. _sphinx_kfigure: | |
| Figures & Images | |
| ================ | |
| If you want to add an image, you should use the ``kernel-figure`` and | |
| ``kernel-image`` directives. E.g. to insert a figure with a scalable | |
| image format, use SVG (:ref:`svg_image_example`):: | |
| .. kernel-figure:: svg_image.svg | |
| :alt: simple SVG image | |
| SVG image example | |
| .. _svg_image_example: | |
| .. kernel-figure:: svg_image.svg | |
| :alt: simple SVG image | |
| SVG image example | |
| The kernel figure (and image) directive supports **DOT** formatted files, see | |
| * DOT: http://graphviz.org/pdf/dotguide.pdf | |
| * Graphviz: http://www.graphviz.org/content/dot-language | |
| A simple example (:ref:`hello_dot_file`):: | |
| .. kernel-figure:: hello.dot | |
| :alt: hello world | |
| DOT's hello world example | |
| .. _hello_dot_file: | |
| .. kernel-figure:: hello.dot | |
| :alt: hello world | |
| DOT's hello world example | |
| Embedded *render* markups (or languages) like Graphviz's **DOT** are provided by the | |
| ``kernel-render`` directives.:: | |
| .. kernel-render:: DOT | |
| :alt: foobar digraph | |
| :caption: Embedded **DOT** (Graphviz) code | |
| digraph foo { | |
| "bar" -> "baz"; | |
| } | |
| How this will be rendered depends on the installed tools. If Graphviz is | |
| installed, you will see a vector image. If not, the raw markup is inserted as | |
| *literal-block* (:ref:`hello_dot_render`). | |
| .. _hello_dot_render: | |
| .. kernel-render:: DOT | |
| :alt: foobar digraph | |
| :caption: Embedded **DOT** (Graphviz) code | |
| digraph foo { | |
| "bar" -> "baz"; | |
| } | |
| The *render* directive has all the options known from the *figure* directive, | |
| plus option ``caption``. If ``caption`` has a value, a *figure* node is | |
| inserted. If not, an *image* node is inserted. A ``caption`` is also needed, if | |
| you want to refer to it (:ref:`hello_svg_render`). | |
| Embedded **SVG**:: | |
| .. kernel-render:: SVG | |
| :caption: Embedded **SVG** markup | |
| :alt: so-nw-arrow | |
| <?xml version="1.0" encoding="UTF-8"?> | |
| <svg xmlns="http://www.w3.org/2000/svg" version="1.1" ...> | |
| ... | |
| </svg> | |
| .. _hello_svg_render: | |
| .. kernel-render:: SVG | |
| :caption: Embedded **SVG** markup | |
| :alt: so-nw-arrow | |
| <?xml version="1.0" encoding="UTF-8"?> | |
| <svg xmlns="http://www.w3.org/2000/svg" | |
| version="1.1" baseProfile="full" width="70px" height="40px" viewBox="0 0 700 400"> | |
| <line x1="180" y1="370" x2="500" y2="50" stroke="black" stroke-width="15px"/> | |
| <polygon points="585 0 525 25 585 50" transform="rotate(135 525 25)"/> | |
| </svg> |