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<html>
<head>
<title>Implementing Development Policies</title>
</head>
<body>

<a name="Implementing_Development_Policies"></a>

<a href="http://www.regexps.com">The Hackerlab at <code>regexps.com</code></a>

<h2 align=center>Implementing Development Policies</h2>




<small>
<b>up: </b><a href="arch.html#arch">arch</a></br>
<b>next: </b><a href="theory-of-patches.html#The_Theory_of_Patches_and_Revisions">The Theory of Patches and Revisions</a></br>

<b>prev: </b><a href="getting-started.html#Getting_Started_with_arch">Getting Started with arch</a></br>

</small>
<br>






<p>Different projects have different policies for managing the &quot;main
development path&quot; as distinguished from various kinds of release
(such as candidate releases, experimental releases, and stable
releases).
</p><p><code>arch</code>
 is flexible enough to allow many such policies to be
implemented in a direct way.  Here are some examples and hints about
using <code>arch</code>
.
</p>
<a name="Milestone/Numbered_Versions"></a>



<h3 align=center>Milestone/Numbered Versions</h3>










<p>One development policy is based on <em>
<a name="index-pt:0"></a>

milestones
</em>
.  The team works on
one milestone goal at a time.  When they have just about reached that
milestone, they make <em>
<a name="index-pt:1"></a>

candidate releases
</em>
 of the milestone for people
to test.  After fixing bugs, a <em>
<a name="index-pt:2"></a>

milestone release
</em>
 is made.
</p><p>After several milestones, the milestone release gets a version number,
and becomes a <em>
<a name="index-pt:3"></a>

version release
</em>
.
</p><p>Beginning from scratch on the first milestone, the developers create
the first development path -- in which to work on reaching the
first milestone:
</p><pre>
     mozilla--devo--1.0
     ------------------
     base-0
     patch-1
     patch-2
     patch-3
     patch-4

</pre>
<p>After some time, they are ready to make some candidate releases
and enter a bug-fixing cycle.  They'll use tags for that -- making the
bug fixes in the <code>devo</code>
 branch:
</p><pre>
     mozilla--devo--1.0
     ------------------
     base-0
     patch-1
     patch-2                       mozilla--milestone--1.0
     patch-3                       -----------------------
     patch-4 --------------------->base-0 (tag -- 1st release candidate)
     patch-5               .------>patch-1 (tag -- 2nd candidate)
     patch-6 --------------   ---->patch-3 (tag -- 3rd candidate)
     patch-7                 |
     patch-8 ----------------

</pre>
<p>In the diagram, patches <code>5..8</code>
 in the <code>devo</code>
 branch are fixes made
based on reports from candidate releases.  We'll suppose that after
<code>patch-8</code>
, the first milestone appears to be stable.  The developers
want to make the milestone release, and begin work on milestone <code>2</code>
:
</p><pre>
     mozilla--devo--1.0
     ------------------
     base-0
     patch-1
     patch-2                       mozilla--milestone--1.0
     patch-3                       -----------------------
     patch-4 --------------------->base-0 (tag -- 1st release candidate)
     patch-5               .------>patch-1 (tag -- 2nd candidate)
     patch-6 --------------   ---->patch-3 (tag -- 2rd candidate)
     patch-7                 |     version-0 (milestone release)
   --patch-8 ----------------
  |
  |  mozilla--devo--2.0  (development path for the second milestone)
  |  ------------------
   ->base-0 (continuation)

</pre>
<p>That pattern can continue indefinately, eventually resulting in a
versioned release, (again using tags):
</p><pre>
     mozilla--devo--1.0            mozilla-milestone--1.0
     ------------------            ----------------------
     ...
   --patch-N---------------------->...
  |                                version-0 (milestone 1 release)
  |
  |
  |  mozilla--devo--2.0            mozilla-milestone--2.0
  |  ------------------            ----------------------
  |  ...
   ->patch-N---------------------->...
  |                                version-0 (milestone 2 release)
  |
  |
  |  mozilla--devo--3.0            mozilla-milestone--3.0
  |  ------------------            ----------------------
  |  ...
   ->patch-N---------------------->...
  |                                version-0 (milestone 3 release)
  |          ...
  |
  |  mozilla--devo--10.0           mozilla-milestone--10.0
  |  -------------------           -----------------------
  |  ...
   ->patch-N---------------------->...
                                 --version-0 (milestone 10 release)
                                |
                                |  mozilla-1.0
                                |  -----------
                                 ->base-0 (tag)
                                   version-0 (versioned release)

</pre>
<p>That pattern of <code>arch</code>
 usage is very simple because the developers
stay in sync, following a strict cycle of working on a milestone,
making candidate releases and bug-fixing, making a milestone releases
and starting on the next milestone.   Less synchronized development
can be much more complicated, as illustrated in the next example:
</p>











<a name="Even/Odd_Versions"></a>



<h3 align=center>Even/Odd Versions</h3>










<p>Another, more intricate policy is based on version numbers.  Odd
numbered versions are the &quot;leading-edge&quot; of development -- often
unstable, but having the very latest sources.  Even numbered versions
are &quot;stable&quot; -- lagging behind the leading-edge, but containing only
code known to work reasonably well.
</p><p>The <code>arch</code>
 concept of a &quot;continuation version&quot; is ideal for this,
because there is no requirement that a continuation version be a
continuation of the immediately preceeding version.
</p><p>A series of diagrams can help to illustrate this usage of <code>arch</code>
 and
some of the subtleties that can arise.  We'll start with just
the initial leading-edge development path
</p><pre>
     linux--0.1
     ----------
     base-0
     patch-1
     patch-2
     patch-3
     patch-4
     version-0

</pre>
<p>At that point, the developers decide to make the first stable release:
</p><pre>
     linux--0.1              linux--0.2
     ----------              ----------
     base-0            ----> base-0 (continuation)
     patch-1          |      patch-1
     patch-2          |      version-0
     patch-3          |
     patch-4          |
     version-0  ------

</pre>
<p>We can suppose that <code>patch-1</code>
 of <code>linux--0.2</code>
 is just a quick change
to the top level <code>README</code>
 file, and that after that -- the new stable
version is sealed (creating <code>version-0</code>
) and released.  We never
particularly want to merge <code>patch-1</code>
 of <code>linux-0.2</code>
 back on to the
odd-numbered versions.
</p><p>Naturally, some bugs are detected in the stable release -- three in
rapid succession.  The developers fix these on the <em>leading edge</em>
branch, planning to merge them with the stable tree later:
</p><pre>
     linux--0.1              linux--0.2
     ----------              ----------
     base-0            ----> base-0 (continuation)
     patch-1          |      patch-1
     patch-2          |      version-0
     patch-3          |
     patch-4          |
     version-0  ------
     versionfix-1
     versionfix-2
     versionfix-3

</pre>
<p>They wait a week for some testing to occur.  The bug fixes are looking
ok, so the developers decide to start work on the next leading-edge
version:
</p><pre>
     linux--0.1              linux--0.2
     ----------              ----------
     base-0            ----> base-0 (continuation)
     patch-1          |      patch-1
     patch-2          |      version-0
     patch-3          |
     patch-4          |
     version-0  ------
     versionfix-1
     versionfix-2
   --versionfix-3
  |
  |
  |  linux--0.3
  |  ---------
   ->base-0 (continuation)
     patch-1

</pre>
<p>Just as the developers are about to merge the bug fixes with the
stable version, one more bug report trickles in.  Fortunately, it's a
trivial bug -- so the developers are confident about making the fix in
the leading edge, but immediately releasing it in the stable version.
</p><p>Here's a catch, though -- the latest leading edge version
(<code>linux--0.3</code>
) has already diverged from the stable version because of
<code>patch-1</code>
.  The developers definately don't want <code>patch-1</code>
 of <code>0.3</code>
 in
the the stable <code>0.2</code>
 yet, so they fix the newly reported bug in <code>0.1</code>
,
then merge all four bug fixes with the stable tree in the usual way.
Meanwhile, separate work also continues on <code>0.3</code>
:
</p><pre>
     linux--0.1              linux--0.2
     ----------              ----------
     base-0            ----> base-0 (continuation)
     patch-1          |      patch-1
     patch-2          |      version-0
     patch-3          |    ->versionfix-1 (merge)
     patch-4          |   |
     version-0  ------    |
     versionfix-1\        |
     versionfix-2 |-------
   --versionfix-3 |
  |  versionfix-4/
  |
  |
  |
  |  linux--0.3
  |  ---------
   ->base-0 (continuation)
     patch-1
     patch-2
     patch-3

</pre>
<p>It's worth noting at that point that <code>linux--0.3</code>
 is missing a bug-fix
(<code>versionfix-4</code>
) from <code>linux--0.1</code>
:
</p><pre>
     % cd ~/wd/linux--0.3

</pre>
<pre>
     % larch whats-missing linux--0.1
     versionfix-4

</pre>
<p>We'll eventually do an update to pick up that bug fix, but first,
let's make the situation more complicated.
</p><p>Suppose, some mailing lists get wind of <code>patch-3</code>
 in <code>linux--0.3</code>
.
Soon <code>Slashdot</code>
 and <code>Newsforge</code>
 pick up the story.  It turns out that
<code>patch-3</code>
 is a very desirable feature and the implementation appears
to be clean and stable.  People are clammering for its appearence in a
stable release, and the developers happen to think it is a good idea.
</p><p>So, they start the next stable revision:
</p><pre>
     linux--0.1              linux--0.2
     ----------              ----------
     base-0            ----> base-0 (continuation)
     patch-1          |      patch-1
     patch-2          |      version-0
     patch-3          |    ->versionfix-1 (merge)
     patch-4          |   |     |
     version-0  ------    |     |
     versionfix-1\        |     |
     versionfix-2 |-------      |    linux--0.4
   --versionfix-3 |             |    ----------
  |  versionfix-4/               --->base-0 (continuation)
  |
  |
  |
  |  linux--0.3
  |  ---------
   ->base-0 (continuation)
     patch-1
     patch-2
     patch-3

</pre>
<p>They only want <code>patch-3</code>
 of <code>0.3</code>
 for <code>0.4</code>
 -- not anything else.
That's a job for <code>replay --exact</code>
:
</p><pre>
     linux--0.1              linux--0.2
     ----------              ----------
     base-0            ----> base-0 (continuation)
     patch-1          |      patch-1
     patch-2          |      version-0
     patch-3          |    ->versionfix-1 (merge)
     patch-4          |   |     |
     version-0  ------    |     |
     versionfix-1\        |     |
     versionfix-2 |-------      |    linux--0.4
   --versionfix-3 |             |    ----------
  |  versionfix-4/               --->base-0 (continuation)
  |                               =->patch-1 (replay --exact merge)
  |                              |   version-0
  |                              .
  |  linux--0.3                  |
  |  ---------                   .
   ->base-0 (continuation)       |
     patch-1                     .
     patch-2                     |
     patch-3-=--=--=--=--=--=--=-
     ...

</pre>
<p>After merging the much-desired <code>patch-3</code>
 of <code>0.3</code>
 into <code>0.4</code>
, the
developers seal <code>0.4</code>
 and make the stable release.
</p><p>Let's suppose that development on <code>0.3</code>
 continues for a while.
After some time, the developers decide that <code>0.3</code>
 has aquired enough
new features.  They want to do two things: start <code>0.5</code>
, and start
getting the stable <code>0.6</code>
 release ready:
</p><pre>
     linux--0.1              linux--0.2
     ----------              ----------
     base-0            ----> base-0 (continuation)
     patch-1          |      patch-1
     patch-2          |      version-0
     patch-3          |    ->versionfix-1 (merge)
     patch-4          |   |     |
     version-0  ------    |     |
     versionfix-1\        |     |
     versionfix-2 |-------      |    linux--0.4
   --versionfix-3 |             |    ----------
  |  versionfix-4/               --->base-0 (continuation)
  |                               =->patch-1 (replay --exact merge)
  |                              |   version-0
  |                              .
  |  linux--0.3                  |
  |  ---------                   .
   ->base-0 (continuation)       |
     patch-1                     .
     patch-2                     |
     patch-3-=--=--=--=--=--=--=-
     ...                            linux--0.6
   -version-0                       ----------
  |
  |
  |
  |  linux--0.5
  |  ----------
   ->base-0

</pre>
<p>Notice that they haven't created the base revision for <code>0.6</code>
 yet.
There's a choice here.  They could make <code>0.6</code>
 a continuation of <code>0.4</code>
,
then merge in all the patches they're missing from <code>0.3</code>
.  On the
other hand, they could make <code>0.6</code>
 a continuation of some <code>0.3</code>
 and
pick up all those missing patches &quot;the easy way&quot;.
</p><p>But, oops, when someone checks out <code>version-0</code>
 from <code>0.3</code>
 and runs
<code>whats-missing</code>
, they find out that the <code>0.3</code>
 branch never picked up
<code>versionfix-4</code>
 from <code>0.1</code>
.  That's easily fixed by updating a <code>0.3</code>

tree against <code>0.1</code>
, and checking in the resulting merge to <code>0.3</code>
.
The resulting merge is also the revision that will become the base
revision for <code>0.6</code>
:
</p><pre>
     linux--0.1              linux--0.2
     ----------              ----------
     base-0            ----> base-0 (continuation)
     patch-1          |      patch-1
     patch-2          |      version-0
     patch-3          |    ->versionfix-1 (merge)
     patch-4          |   |     |
     version-0  ------    |     |
     versionfix-1\        |     |
     versionfix-2 |-------      |    linux--0.4
   --versionfix-3 |             |    ----------
  |  versionfix-4/               --->base-0 (continuation)
  |            |                  =->patch-1 (replay --exact merge)
  |             -----            |   version-0
  |                  |           .
  |  linux--0.3      |           |
  |  ---------       |           .
   ->base-0 (continuation)       |
     patch-1         |           .
     patch-2         |           |
     patch-3-=--=--=--=--=--=--=-
     ...             |              linux--0.6
   -version-0        V              ----------
  | versionfix-1 (0.1 update)------>base-0 (continuation)
  |                                 version-0
  |
  |  linux--0.5
  |  ----------
   ->base-0
     patch-1
     patch-2

</pre>
<p>Meanwhile, new work continues on <code>0.5</code>
.
</p><p>But now, the <code>0.5</code>
 tree is in an interesting state.  If a developer
checks out the latest <code>0.5</code>
 and asks:
</p><pre>
     % larch whats-missing linux--0.1
     linux--0.1--versionfix-4

</pre>
<p>If the developer asks <code>whats-missing</code>
 from <code>0.3</code>
, the answer is:
</p><pre>
     % larch whats-missing linux--0.3
     linux--0.3--versionfix-1

</pre>
<p>If those two patches were unrelated -- there would be no problem:
simply update from both branches and check the result into <code>0.5</code>
.
</p><p>In fact, though, <code>versionfix-1</code>
 from <code>0.3</code>
 is really the same change
as <code>versionfix-4</code>
 from <code>0.1</code>
 (look back at how <code>versionfix-1</code>
 was
created).  Let's also suppose that when the fix was merged into <code>0.3</code>
,
a slight change had to be made -- to resolve a merge conflict.
</p><p>So if the developer just blindly updates from <code>0.1</code>
, then from <code>0.3</code>
,
the second update will result in new conflicts.  That might not be so
bad if we're only talking about two patches -- but if we were talking
about <code>20</code>
 or <code>200</code>
, a lot of needless work would be called for.
</p><p>Fortunately, <code>arch</code>
 can help.  First, the developer gets the latest
<code>0.5</code>
 revision:
</p><pre>
     % larch get linux--0.5 ~/wd/linux--0.5

</pre>
<p>Then gets a list of all patches missing from <code>0.1</code>
 and <code>0.3</code>
:
</p><pre>
     % cd ~/wd/linux--0.5

</pre>
<pre>
     % larch whats-missing --full linux--0.1 linux--0.3
     archive@kernel.org--primary/linux--0.1--versionfix-4
     archive@kernel.org--primary/linux--0.3--versionfix-1

</pre>
<p>That list can be piped into the <code>reconcile</code>
 tool:
</p><pre>
     % ... | larch reconcile
     archive@kernel.org--primary/linux--0.3--versionfix-1

</pre>
<p>What happened?  <code>reconcile</code>
 figured out that <code>versionfix-1</code>
 from
<code>0.3</code>
 already includes <code>versionfix-4</code>
 from <code>0.1</code>
 -- there's no need to
apply both patches.   So <code>patch-plan</code>
 reported the list of patches
that <em>do</em> need to be applied, and in this case, there's only one.
</p><p>In a more complicated situation, <code>patch-plan</code>
 would print a list of
patches in the order they should be applied.  In general, it will be a
subset of the patches in its input, but applying that subset will have
the same effect as applying all of the patches (but hopefully with
fewer conflicts).
</p><p>The developer uses <code>larch replay --list</code>
 to process that list, finally
winding up with:
</p><pre>
     linux--0.1              linux--0.2
     ----------              ----------
     base-0            ----> base-0 (continuation)
     patch-1          |      patch-1
     patch-2          |      version-0
     patch-3          |    ->versionfix-1 (merge)
     patch-4          |   |     |
     version-0  ------    |     |
     versionfix-1\        |     |
     versionfix-2 |-------      |    linux--0.4
   --versionfix-3 |             |    ----------
  |  versionfix-4/               --->base-0 (continuation)
  |            |                  =->patch-1 (replay --exact merge)
  |             -----            |   version-0
  |                  |           .
  |  linux--0.3      |           |
  |  ---------       |           .
   ->base-0 (continuation)       |
     patch-1         |           .
     patch-2         |           |
     patch-3-=--=--=--=--=--=--=-
     ...             |              linux--0.6
   -version-0        V              ----------
  | versionfix-1 (0.1 update)------>base-0 (continuation)
  |                    |            version-0
  |                    |
  |  linux--0.5        |
  |  ----------        |
   ->base-0            |
     patch-1           |
     patch-2           V
     patch-3 (0.1/0.3 reconciliation)

</pre>
<p>Now if someone gets the latest revision of <code>0.5</code>
 and asks:
</p><pre>
     % larch whats-missing --full linux--0.1 linux--0.3
     [no output]

</pre>
<p>Isn't <code>reconcile</code>
 handy?
</p>


















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