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28 | <div class="page-header"> |
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29 | <div class="fcm-page-content pull-right well well-sm"></div> |
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30 | <h1>FCM: User Guide: Code Management Working Practices</h1> |
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31 | </div> |
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32 | |
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33 | <div class="container"> |
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34 | <div class="row"> |
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35 | <div class="col-md-12"> |
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36 | |
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37 | <h2 id="introduction">Introduction</h2> |
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38 | |
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39 | <p>The previous chapter described how to use the various parts of the FCM |
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40 | code management system. They also described aspects of working practices |
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41 | which are enforced by the system. This section discusses other recommended |
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42 | working practices. They are optional in the sense that you don't have to |
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43 | follow them to use FCM. It is a matter for individual projects to decide |
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44 | which working practices to adopt (although we expect most projects/systems |
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45 | using FCM to adopt similar practices).</p> |
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46 | |
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47 | <h2 id="changes">Making Changes</h2> |
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48 | |
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49 | <p>This sub-section gives an overview of the recommended approach for |
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50 | preparing changes. Particular topics are discussed in more detail in later |
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51 | sub-sections where appropriate.</p> |
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52 | |
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53 | <p>The recommended process for making a change is as follows:</p> |
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54 | |
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55 | <ol> |
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56 | <li>Before work starts on any coding you should make sure that there is a |
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57 | Trac ticket open which explains the purpose of the change. |
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58 | |
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59 | <ul> |
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60 | <li>Make sure that you set the ticket milestone to indicate which |
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61 | release of the system you are aiming to include your change in.</li> |
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62 | |
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63 | <li>Accept the ticket to indicate that you are working on the |
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64 | change.</li> |
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65 | |
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66 | <li>For further advice on using tickets see <a href="#tickets">Trac |
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67 | Tickets</a> later in this section.</li> |
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68 | </ul> |
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69 | </li> |
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70 | |
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71 | <li>Create a branch |
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72 | |
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73 | <ul> |
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74 | <li>For very simple changes you may be happy to prepare your changes |
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75 | directly on the trunk. For further details see <a href= |
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76 | "#branching_when">When to Branch</a> later in this section.</li> |
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77 | |
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78 | <li>Create your branch either from the latest revision or from a stable |
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79 | release (see <a href="#branching_where">Where to Branch From</a> later |
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80 | in this section).</li> |
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81 | </ul> |
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82 | </li> |
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83 | |
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84 | <li>Prepare your code changes on the branch |
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85 | |
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86 | <ul> |
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87 | <li>Commit interim versions to your branch on a regular basis as you |
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88 | develop your change. This makes it much easier to keep track of what |
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89 | you're changing and to revert changes if necessary.</li> |
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90 | |
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91 | <li>You may wish to merge in changes from the trunk. For further |
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92 | details see <a href="#branching_update">Merging From the Trunk</a> |
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93 | later in this section. |
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94 | |
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95 | <ul> |
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96 | <li>Make sure that you always commit any local changes to your |
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97 | branch before doing a merge. Otherwise it becomes impossible to |
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98 | distinguish your changes from those you have merged in. It is also |
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99 | impossible to revert the merge without losing your local |
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100 | changes.</li> |
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101 | |
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102 | <li>Likewise, always commit the merge to your branch (after |
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103 | resolving any conflicts) before making any further changes.</li> |
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104 | </ul> |
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105 | </li> |
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106 | |
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107 | <li>Don't include unrelated changes. If you want to make some changes |
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108 | which aren't really associated with your other changes then use a |
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109 | separate ticket and branch for these changes.</li> |
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110 | </ul> |
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111 | </li> |
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112 | |
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113 | <li>Once your changes are ready for review, update the Trac ticket to |
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114 | record which revision of the branch is to be reviewed and assign the ticket |
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115 | to your reviewer.</li> |
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116 | |
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117 | <li>If the reviewer is happy with the change then he/she should update the |
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118 | ticket to record that the change is approved and assign the ticket back to |
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119 | you. |
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120 | |
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121 | <ul> |
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122 | <li>The reviewer can use the command <code>fcm branch-diff |
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123 | <branch_name></code> to examine all of the changes on the |
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124 | branch.</li> |
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125 | |
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126 | <li>If changes are necessary then these should be prepared and then the |
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127 | ticket updated to refer to the new revision under review.</li> |
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128 | </ul> |
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129 | </li> |
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130 | |
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131 | <li>Once the change is approved it can be merged back to the trunk |
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132 | |
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133 | <ul> |
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134 | <li>If you have been merging the latest changes from the trunk onto |
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135 | your branch then the merge should be automatic. If not you may have |
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136 | conflicts to resolve.</li> |
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137 | |
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138 | <li>Make sure that each merge is a separate commit to the trunk. i.e. |
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139 | Don't combine changes from several branches in one commit. This makes |
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140 | it easier to reverse changes if necessary. It also makes the changeset |
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141 | easier to understand.</li> |
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142 | |
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143 | <li>Make sure that you use a good log message to describe your change. |
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144 | For further details see <a href="#messages">Commit Log Messages</a> |
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145 | later in this section.</li> |
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146 | |
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147 | <li>Once the changes are commited, update the ticket to refer to the |
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148 | changeset. Then the ticket can be closed.</li> |
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149 | </ul> |
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150 | </li> |
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151 | |
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152 | <li>Once you are finished with the branch it should be deleted.</li> |
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153 | </ol> |
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154 | |
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155 | <h2 id="wc">Working Copies</h2> |
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156 | |
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157 | <p>Some points to consider regarding working copies:</p> |
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158 | |
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159 | <ol> |
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160 | <li>If the size of your project is small then you will probably find it |
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161 | easiest to work with a complete copy of the project (either the trunk or |
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162 | your branch). This means that you always have immediate access to all the |
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163 | files and that you are always able to perform merges using your normal |
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164 | working copy.</li> |
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165 | |
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166 | <li>If you have a large project then you may prefer to work on a sub-tree |
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167 | of your project. |
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168 | |
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169 | <p><dfn>Pros:</dfn></p> |
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170 | |
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171 | <ul> |
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172 | <li>Subversion operations on your working copy are faster.</li> |
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173 | |
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174 | <li>Your working copies use up less disk space. Remember that you may |
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175 | be working on several changes at once on separate branches so you may |
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176 | wish to have several working copies.</li> |
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177 | </ul> |
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178 | |
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179 | <p><dfn>Cons:</dfn></p> |
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180 | |
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181 | <ul> |
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182 | <li>You cannot always perform merge operations in sub-trees (if the |
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183 | changes which need to be merged include files outside of your |
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184 | sub-tree). To handle this we suggest that if you need to perform a |
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185 | merge using a complete copy of your project you check it out in your |
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186 | <var>$LOCALDATA</var> area (local disk space which is not backed up) to |
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187 | be used purely for doing the merge.</li> |
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188 | |
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189 | <li>You may find that your change involves more files than you |
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190 | originally thought and that some of the files to be changed lie outside |
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191 | of your working copy. You then have to make sure that you have |
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192 | committed any changes before checking out a larger working copy.</li> |
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193 | </ul> |
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194 | </li> |
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195 | </ol> |
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196 | |
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197 | <h2 id="branching">Branching & Merging</h2> |
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198 | |
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199 | <h3 id="branching_when">When to Branch</h3> |
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200 | |
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201 | <p>If you are making a reasonably large change which will take more than a |
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202 | hour or two to prepare then there are clear advantages to doing this work on |
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203 | a branch.</p> |
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204 | |
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205 | <ul> |
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206 | <li>You can commit intermediate versions to the branch.</li> |
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207 | |
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208 | <li>If you need to merge in changes from the trunk then you have a record |
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209 | of your files prior to the merge.</li> |
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210 | |
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211 | <li>The version of the code which gets reviewed is recorded. If subsequent |
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212 | changes are required then only those changes will need reviewing.</li> |
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213 | </ul> |
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214 | |
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215 | <p>However, if you are only making a small change (maybe only one line) |
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216 | should you create a branch for this? There are two possible approaches:</p> |
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217 | |
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218 | <dl> |
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219 | <dt>Always Branch</dt> |
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220 | |
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221 | <dd> |
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222 | <p>ALL coding changes are prepared on branches.</p> |
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223 | |
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224 | <p><dfn>Pros:</dfn> Same process is followed in all cases.</p> |
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225 | |
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226 | <p><dfn>Cons:</dfn> The extra work required to create the branch and |
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227 | merge it back to the trunk may seem unnecessary for a very small |
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228 | change.</p> |
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229 | </dd> |
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230 | |
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231 | <dt>Branch When Needed</dt> |
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232 | |
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233 | <dd> |
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234 | <p>Small changes can be committed directly to the trunk (after testing |
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235 | and code review).</p> |
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236 | |
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237 | <p><dfn>Pros:</dfn> Avoids the overhead of using branches.</p> |
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238 | |
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239 | <p><dfn>Cons:</dfn> Danger of underestimating the size of a change. What |
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240 | you thought was a small change may turn out to be larger than you thought |
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241 | (although you can always move it onto a branch if this happens).</p> |
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242 | </dd> |
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243 | </dl> |
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244 | |
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245 | <p>This is a matter for project policy although, in general, we would |
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246 | recommend the <cite>Branch When Needed</cite> approach.</p> |
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247 | |
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248 | <h3 id="branching_where">Where to Branch From</h3> |
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249 | |
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250 | <p>When you create a new branch you have two choices for which revision to |
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251 | create the branch from:</p> |
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252 | |
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253 | <dl> |
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254 | <dt>The latest revision of the trunk</dt> |
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255 | |
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256 | <dd> |
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257 | <p>This is the preferred choice where possible. It minimised the chances |
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258 | of conflicts when you need to incorporate your changes back onto the |
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259 | trunk.</p> |
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260 | </dd> |
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261 | |
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262 | <dt>An older revision of the trunk</dt> |
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263 | |
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264 | <dd> |
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265 | <p>There are a number of reasons why you may need to do this. For |
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266 | example:</p> |
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267 | |
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268 | <ul> |
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269 | <li>You are using a stable version to act as your <em>control</em> |
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270 | data.</li> |
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271 | |
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272 | <li>You need to know that your baseline is well tested (e.g. scientific |
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273 | changes).</li> |
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274 | |
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275 | <li>Your change may need to be merged with other changes relative to a |
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276 | stable version for testing purposes or for use in a package (see |
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277 | <a href="#packages">Creating Packages</a> later in this section).</li> |
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278 | </ul> |
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279 | </dd> |
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280 | </dl> |
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281 | |
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282 | <h3 id="branching_update">Merging From the Trunk</h3> |
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283 | |
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284 | <p>Once you've created your branch you need to decide whether you now work in |
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285 | isolation or whether you periodically merge in the latest changes from the |
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286 | trunk.</p> |
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287 | |
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288 | <ul> |
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289 | <li>Regularly merging from the trunk minimises the work involved when you |
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290 | are ready to merge back to the trunk. You deal with any merge issues as you |
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291 | go along rather than all at the end (by which time your branch and the |
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292 | trunk could have diverged significantly).</li> |
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293 | |
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294 | <li>One downside of merging from the trunk is that the baseline for your |
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295 | changes is a moving target. This may not be what you want if you have some |
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296 | <em>control</em> results that you have generated.</li> |
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297 | |
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298 | <li>Another downside of merging from the trunk is that it may introduce |
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299 | bugs. Although any code on the trunk should have been tested and reviewed |
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300 | it is unlikely to be as well tested as code from a stable release.</li> |
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301 | |
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302 | <li>Unless you originally created your branch from the latest revision of |
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303 | the trunk it is unlikely that you are going to want to merge in changes |
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304 | from the trunk. The exception to this is once your change is complete when |
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305 | it may make sense to merge all the changes on the trunk into your branch as |
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306 | a final step. This is discussed in <a href="#branching_commit">Merging Back |
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307 | to the Trunk</a> below.</li> |
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308 | </ul> |
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309 | |
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310 | <p>So, there are basically three methods of working:</p> |
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311 | |
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312 | <dl> |
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313 | <dt>Branch from a stable version and prepare all your changes in |
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314 | isolation</dt> |
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315 | |
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316 | <dd>Necessary if you need to make your change relative to a well tested |
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317 | release.</dd> |
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318 | |
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319 | <dt>Branch from the latest code but then prepare all your changes in |
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320 | isolation</dt> |
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321 | |
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322 | <dd>Necessary if you need a stable baseline for your <em>control</em> |
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323 | data.</dd> |
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324 | |
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325 | <dt>Branch from the latest code and then update your branch from the trunk |
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326 | on a regular basis</dt> |
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327 | |
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328 | <dd>This is considered <em>best practice</em> for parallel working and |
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329 | should be used where possible.</dd> |
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330 | </dl> |
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331 | |
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332 | <h3 id="branching_commit">Merging Back to the Trunk</h3> |
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333 | |
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334 | <p>Before merging your change back to the trunk you will need to test your |
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335 | change and get it reviewed. There are two options for what code to test and |
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336 | review:</p> |
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337 | |
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338 | <dl> |
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339 | <dt>Test and review your changes in isolation, then merge to the trunk and |
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340 | deal with any conflicts</dt> |
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341 | |
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342 | <dd> |
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343 | <p>This may be the best method if:</p> |
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344 | |
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345 | <ul> |
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346 | <li>Your changes have already been tested against a stable baseline and |
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347 | re-testing after merging would be impracticable.</li> |
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348 | |
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349 | <li>Your branch needs to be available for others to merge in its |
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350 | changes in isolation.</li> |
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351 | </ul> |
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352 | </dd> |
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353 | |
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354 | <dt>Merge in the latest code from the trunk before your final test and |
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355 | review</dt> |
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356 | |
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357 | <dd> |
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358 | <p>This has the advantage that you are testing and reviewing the actual |
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359 | code which will be committed to the trunk. However, it is possible that |
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360 | other changes could get committed to the trunk whilst you are completing |
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361 | your testing and review. There are several ways of dealing with this:</p> |
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362 | |
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363 | <ul> |
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364 | <li>Use locking to prevent it happening. The danger with this is that |
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365 | you may prevent others from being able to get their change tested and |
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366 | reviewed, hence inhibiting parallel devlopment.</li> |
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367 | |
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368 | <li>Insist that the change is re-tested and reviewed. The problem with |
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369 | this is that there is no guarantee that the same thing won't happen |
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370 | again.</li> |
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371 | |
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372 | <li>Merge in the new changes but don't insist on further testing or |
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373 | review. |
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374 | |
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375 | <ul> |
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376 | <li>In most cases any changes won't clash so there is little to |
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377 | worry about.</li> |
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378 | |
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379 | <li>Where there are clashes then, in most cases, they will be |
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380 | trivial with little danger of any side-effects.</li> |
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381 | |
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382 | <li>Where the clashes are significant then, in most cases, this |
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383 | will be very obvious whilst you are resolving the conflicts. In |
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384 | this case you should repeat the testing and get the updates |
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385 | reviewed.</li> |
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386 | </ul>This is the recommended approach since it doesn't inhibit |
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387 | parallel development and yet the chances of a bad change being |
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388 | committed to the trunk are still very small. |
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389 | </li> |
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390 | </ul> |
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391 | |
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392 | <p>You should also consider what can be done to minimise the time taken |
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393 | for testing and review.</p> |
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394 | |
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395 | <ul> |
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396 | <li>Try to keep your changes small by breaking them down where |
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397 | possible. Smaller changes are easier and quicker to review. This also |
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398 | helps to minimise merge problems by getting changes back onto the trunk |
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399 | earlier.</li> |
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400 | |
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401 | <li>Automate your testing as far as possible to speed up the |
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402 | process.</li> |
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403 | </ul> |
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404 | </dd> |
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405 | </dl> |
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406 | |
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407 | <p>Most projects will require the developer who prepared the change to merge |
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408 | it back to the trunk once it is complete. However, larger projects may wish |
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409 | to consider restricting this to a number of experienced / trusted |
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410 | developers.</p> |
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411 | |
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412 | <ul> |
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413 | <li>This makes it easier to control and prioritise the merges.</li> |
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414 | |
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415 | <li>It applies an extra level of quality control.</li> |
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416 | |
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417 | <li>It minimises the risk of mistakes being merged back on to the trunk by |
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418 | less experienced developers</li> |
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419 | |
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420 | <li>Scientific developers can concentrate on the scientific work.</li> |
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421 | |
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422 | <li>One issue is that the person doing the merge to the trunk may need help |
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423 | from the original developer to prepare a suitable log message.</li> |
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424 | </ul> |
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425 | |
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426 | <h3 id="branching_delete">When to Delete Branches</h3> |
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427 | |
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428 | <p>Once you are finished with your branch it is best to delete it to avoid |
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429 | cluttering up the directory tree (remember that the branch and all its |
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430 | history will still be available). There are two obvious approaches to |
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431 | deleting branches:</p> |
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432 | |
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433 | <dl> |
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434 | <dt>Delete the branch as soon as it has been merged back to the trunk |
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435 | (prior to closing any associated Trac ticket)</dt> |
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436 | |
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437 | <dd>This is the tidiest approach which minimises the chances of old |
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438 | branches being left around.</dd> |
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439 | |
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440 | <dt>Delete the branch once a stable version of the system has been released |
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441 | which incorporates your change</dt> |
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442 | |
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443 | <dd>If a bug is found in your change during integration testing then you |
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444 | can prepare the fix on the original branch (without having to do any |
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445 | additional work to restore the branch).</dd> |
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446 | </dl> |
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447 | |
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448 | <h2 id="binary">Working with Binary Files</h2> |
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449 | |
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450 | <p>The <code>fcm conflicts</code> command and <code>xxdiff</code> can only |
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451 | help you resolve conflicts in text files. If you have binary files in your |
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452 | repository you need to consider whether conflicts in these files would cause |
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453 | a problem.</p> |
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454 | |
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455 | <h3 id="binary_conflicts">Resolving Conflicts in Binary Files</h3> |
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456 | |
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457 | <p>Conflicts in some types of binary files can be resolved manually. When you |
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458 | are satisfied that the conflicts are resolved, issue the <code>fcm |
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459 | resolved</code> command on the file to remove the conflict status. (You will |
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460 | be prevented from committing if you have a conflicting file in your working |
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461 | copy.)</p> |
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462 | |
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463 | <p>If you have a conflicting MS Office 2003+ document, you may be able to |
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464 | take advantage of the <kbd>Tools > Compare and Merge Documents</kbd> |
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465 | facility. Consider a working copy, which you have just updated from revision |
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466 | 100 to revision 101, and someone else has committed some changes to a file |
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467 | <samp>doument.doc</samp> you are editing, you will get:</p> |
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468 | <pre> |
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469 | (SHELL PROMPT)$ fcm conflicts |
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470 | Conflicts in file: document.doc |
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471 | document.doc: ignoring binary file, please resolve conflicts manually. |
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472 | (SHELL PROMPT)$ fcm status |
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473 | => svn st |
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474 | ? document.doc.r100 |
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475 | ? document.doc.r101 |
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476 | C document.doc |
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477 | </pre> |
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478 | |
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479 | <p>Open <samp>document.doc.r101</samp> with MS Word. In <kbd>Tools > |
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480 | Compare and Merge Documents...</kbd>, open <samp>document.doc</samp>. You |
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481 | will be in Track Changes mode automatically. Go through the document to |
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482 | accept, reject or merge any changes. Save the document and exit MS Word when |
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483 | you are ready. Finally, issue the <code>fcm resolved</code> command to remove |
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484 | the conflict status:</p> |
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485 | <pre> |
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486 | (SHELL PROMPT)$ fcm resolved document.doc |
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487 | => svn resolved document.doc |
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488 | Resolved conflicted state of 'document.doc' |
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489 | (SHELL PROMPT)$ fcm status |
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490 | => svn st |
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491 | M document.doc |
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492 | </pre> |
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493 | |
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494 | <p>Another type of conflict that you may be able to resolve manually is where |
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495 | the binary file is generated from another file which can be merged. For |
---|
496 | instance, some people who use LaTeX also store a PDF version of the document |
---|
497 | in the repository. In such cases it is easy to resolve the conflict by |
---|
498 | re-generating the PDF file from the merged LaTeX file and then issuing the |
---|
499 | <code>fcm resolved</code> command to remove the conflict status. Note that, |
---|
500 | in this particular case, a better approach might be to automate the |
---|
501 | generation of the PDF file outside of the repository.</p> |
---|
502 | |
---|
503 | <h3 id="binary_locking">Using Locking</h3> |
---|
504 | |
---|
505 | <p>For files with binary formats, such as artwork or sound, it is often |
---|
506 | impossible to merge conflicting changes. In these situations, it is necessary |
---|
507 | for users to take strict turns when changing the file in order to prevent |
---|
508 | time wasted on changes that are ultimately discarded.</p> |
---|
509 | |
---|
510 | <p>Subversion supports <q title= |
---|
511 | "http://svnbook.red-bean.com/en/1.8/svn.advanced.locking.html">locking</q> to |
---|
512 | allow you to prevent other users from modifying a file while you are |
---|
513 | preparing changes. For details please refer to the chapter <a href= |
---|
514 | "http://svnbook.red-bean.com/en/1.8/svn.advanced.locking.html">Locking</a> |
---|
515 | from the Subversion book. Note that:</p> |
---|
516 | |
---|
517 | <ul> |
---|
518 | <li>FCM does not add any functionality to the locking commands provided by |
---|
519 | Subversion.</li> |
---|
520 | |
---|
521 | <li>If you need to lock a file you must do this in a working copy of the |
---|
522 | trunk. There is nothing to stop you preparing the changes in a branch |
---|
523 | (maybe you want to prepare the change in combination with a number of other |
---|
524 | changes which do not require locking). However, you must always remember to |
---|
525 | lock the file in the trunk first to prevent other users from preparing |
---|
526 | changes to the file in parallel.</li> |
---|
527 | |
---|
528 | <li>Locking isn't the only way of preventing conflicts with binary files. |
---|
529 | If you only have a small project team and a small number of binary files |
---|
530 | you may find it easier to use other methods of communication such as emails |
---|
531 | or just talking to each other. Alternatively, you may have a working |
---|
532 | practice that particular files are only modified by particular users.</li> |
---|
533 | </ul> |
---|
534 | |
---|
535 | <h2 id="messages">Commit Log Messages</h2> |
---|
536 | |
---|
537 | <p>Certain guidelines should be adhered to when writing log messages for code |
---|
538 | changes when committing to the trunk:</p> |
---|
539 | |
---|
540 | <ul> |
---|
541 | <li>Start with a link to the ticket that raises the issues you are |
---|
542 | addressing.</li> |
---|
543 | |
---|
544 | <li>Add a keyword to indicate the command/module affected by this change.</li> |
---|
545 | |
---|
546 | <li>Add a summary of the change.</li> |
---|
547 | |
---|
548 | <li>Use Trac wiki syntax that can be displayed nicely in plain text.</li> |
---|
549 | |
---|
550 | <li>E.g. <samp>#429: user guide: improve commit log guidelines.</samp></li> |
---|
551 | </ul> |
---|
552 | |
---|
553 | <p>If you realise that you have made a mistake in the commit log, you can |
---|
554 | modify it by using the command <code>fcm propedit svn:log --revprop -r REV |
---|
555 | TARGET</code>. Take care since this is an <a href= |
---|
556 | "http://svnbook.red-bean.com/en/1.8/svn.advanced.props.html">unversioned</a> |
---|
557 | property so you run the risk of losing information if you aren't careful with |
---|
558 | your edits.</p> |
---|
559 | |
---|
560 | <p>There are two possible approaches to recording the changes to individual |
---|
561 | files:</p> |
---|
562 | |
---|
563 | <dl> |
---|
564 | <dt>Maintain history entries in file headers</dt> |
---|
565 | |
---|
566 | <dd> |
---|
567 | <p><dfn>Pros:</dfn> You don't need access to the Subversion repository in |
---|
568 | order to be able to view a files change history (e.g. external |
---|
569 | collaborators).</p> |
---|
570 | |
---|
571 | <p><dfn>Cons:</dfn></p> |
---|
572 | |
---|
573 | <ul> |
---|
574 | <li>History entries will produce clashes whenever files are changed in |
---|
575 | parallel (although these conflicts are trivial to resolve).</li> |
---|
576 | |
---|
577 | <li>Source files which are changed regularly can become cluttered with |
---|
578 | very long history entries.</li> |
---|
579 | |
---|
580 | <li>It is not possible to include history entries in some types of |
---|
581 | file.</li> |
---|
582 | </ul> |
---|
583 | </dd> |
---|
584 | |
---|
585 | <dt>Record which files have changed in the commit log message</dt> |
---|
586 | |
---|
587 | <dd> |
---|
588 | <p>The log message should name every modified file and explain why it was |
---|
589 | changed. Make sure that the log message includes some sort of description |
---|
590 | for every change. The value of the log becomes much less if developers |
---|
591 | cannot rely on its completeness. Even if you've only changed comments, |
---|
592 | note this in the message. For example:</p> |
---|
593 | <pre> |
---|
594 | * working_practices.html: |
---|
595 | Added guidelines for writing log messages. |
---|
596 | </pre> |
---|
597 | |
---|
598 | <p>If you make exactly the same change in several files, list all the |
---|
599 | changed files in one entry. For example:</p> |
---|
600 | <pre> |
---|
601 | * code_management.html, system_admin.html, index.html: |
---|
602 | Ran pages through tidy to fix HTML errors. |
---|
603 | </pre> |
---|
604 | |
---|
605 | <p>It shouldn't normally be necessary to include the full path in the |
---|
606 | file name - just make sure it is clear which of the changed files you are |
---|
607 | referring to. You can get a full list of the files changed using |
---|
608 | <code>fcm log -v</code>.</p> |
---|
609 | </dd> |
---|
610 | </dl> |
---|
611 | |
---|
612 | <p>When you're committing to your own branch then you can be much more |
---|
613 | relaxed about log messages. Use whatever level of detail you find helpful. |
---|
614 | However, if you follow similar guidelines then this will help when it comes |
---|
615 | to preparing the log message when your change is merged back to the |
---|
616 | trunk.</p> |
---|
617 | |
---|
618 | <h2 id="tickets">Trac Tickets</h2> |
---|
619 | |
---|
620 | <h3 id="tickets_create">Creating Tickets</h3> |
---|
621 | |
---|
622 | <p>There are two different approaches to using the issue tracker within |
---|
623 | Trac:</p> |
---|
624 | |
---|
625 | <dl> |
---|
626 | <dt>All problems should be reported using Trac tickets</dt> |
---|
627 | |
---|
628 | <dd> |
---|
629 | <p><dfn>Pros:</dfn> The issue tracker contains a full record of all the |
---|
630 | problems reported and enhancements requested.</p> |
---|
631 | |
---|
632 | <p><dfn>Cons:</dfn> The issue tracker gets cluttered up with lots of |
---|
633 | inappropriate tickets, (which can make it much harder to search the |
---|
634 | issues and can slow down the response to simple issues).</p> |
---|
635 | |
---|
636 | <ul> |
---|
637 | <li>Duplicate tickets.</li> |
---|
638 | |
---|
639 | <li>Issues already discussed in the documentation.</li> |
---|
640 | |
---|
641 | <li>Problems which turn out to be unrelated to the system.</li> |
---|
642 | |
---|
643 | <li>Problems which are poorly described.</li> |
---|
644 | |
---|
645 | <li>Things which would be better solved by a quick conversation.</li> |
---|
646 | </ul> |
---|
647 | </dd> |
---|
648 | |
---|
649 | <dt>A Trac ticket shouldn't be created until the issue has been agreed</dt> |
---|
650 | |
---|
651 | <dd> |
---|
652 | <p>Problems and issues should first be discussed with the project team / |
---|
653 | system maintainers. Depending on the project, this could be via email, on |
---|
654 | the newsgroups or through a quick chat over coffee.</p> |
---|
655 | |
---|
656 | <p>Nothing is lost this way. Issues which are appropriate for the issue |
---|
657 | tracker still get filed. It just happens slightly later, after initial |
---|
658 | discussion has helped to clarify the best description for the issue.</p> |
---|
659 | </dd> |
---|
660 | </dl> |
---|
661 | |
---|
662 | <h3 id="tickets_use">Using Tickets</h3> |
---|
663 | |
---|
664 | <p>This sub-section provides advice on the best way of using tickets:</p> |
---|
665 | |
---|
666 | <ol> |
---|
667 | <li>In general, mature systems will require that there is a Trac ticket |
---|
668 | related to every changeset made to the trunk. However this doesn't mean |
---|
669 | that there should be a separate ticket for each change. |
---|
670 | |
---|
671 | <ul> |
---|
672 | <li>If a change is made to the trunk and then a bug is subsequently |
---|
673 | found then, if this happens before the next release of the system, the |
---|
674 | subsequent change can be recorded on the same ticket.</li> |
---|
675 | |
---|
676 | <li>There can often be changes which don't really affect the system |
---|
677 | itself since they are just system administration details. One way of |
---|
678 | dealing with this is to open a ticket for each release in which to |
---|
679 | record all such miscellaneous changes. It will probably be acceptable |
---|
680 | to review these changes after they have been committed, prior to the |
---|
681 | system release.</li> |
---|
682 | </ul> |
---|
683 | </li> |
---|
684 | |
---|
685 | <li>Whenever you refer to source files/directories in tickets, make sure |
---|
686 | that you refer to particular revisions of the files. This ensures that the |
---|
687 | links will work in the future, even if those files are no longer in the |
---|
688 | latest revision. For example:<br /> |
---|
689 | <samp>Changes now ready for review: |
---|
690 | source:/OPS/branches/dev/frdm/r123_MyBranch@234</samp></li> |
---|
691 | |
---|
692 | <li>For some types of information, simply appending to the ticket may not |
---|
693 | be the best way of working. For example, design notes or test results may |
---|
694 | be best recorded elsewhere, preferably in a wiki page. If using wiki pages |
---|
695 | we recommend using a naming convention to identify the wiki page with the |
---|
696 | associated ticket, for example:<br /> |
---|
697 | <samp>Please refer to [wiki:ticket/123/Design design notes]</samp><br /> |
---|
698 | <samp>See separate [wiki:ticket/123/TestResults test results]</samp><br /> |
---|
699 | Note that the square brackets have to be used since a page name containing |
---|
700 | numbers is not recognised automatically.</li> |
---|
701 | </ol> |
---|
702 | |
---|
703 | <h2 id="packages">Creating Packages</h2> |
---|
704 | |
---|
705 | <p>Sometimes you may need to combine the changes from several different |
---|
706 | branches. For example:</p> |
---|
707 | |
---|
708 | <ul> |
---|
709 | <li>Your branch is just part of a larger change which needs to be tested in |
---|
710 | its entirety before committing to the trunk.</li> |
---|
711 | |
---|
712 | <li>You have some diagnostic code stored on a branch which you want to |
---|
713 | combine with another branch for testing purposes.</li> |
---|
714 | </ul> |
---|
715 | |
---|
716 | <p>We refer to this as creating a <em>package</em>.</p> |
---|
717 | |
---|
718 | <p>To create a package you simply create a new branch as normal. The |
---|
719 | <em>type</em> should be a <em>package</em> or possibly a |
---|
720 | <em>configuration</em> branch to help you distinguish it from your other |
---|
721 | branches. You then simply merge in all of the branches that you want to |
---|
722 | combine using <code>fcm merge</code>.</p> |
---|
723 | |
---|
724 | <ul> |
---|
725 | <li>The chance of conflicts will be reduced if the branches you are |
---|
726 | combining have been created from the same point on the trunk. Your package |
---|
727 | branch should also be created from the same point on the trunk. |
---|
728 | |
---|
729 | <ul> |
---|
730 | <li><em>Currently, <code>fcm merge</code> will not work unless this is |
---|
731 | true.</em></li> |
---|
732 | </ul> |
---|
733 | </li> |
---|
734 | |
---|
735 | <li>If further changes are made on a branch you are using in a package then |
---|
736 | you can incorporate these changes into your package using <code>fcm |
---|
737 | merge</code>. Note, however, that if you have a branch which is being used |
---|
738 | in a package then you should avoid merging changes from the trunk into your |
---|
739 | branch. If you do then it will be very difficult to get updates to your |
---|
740 | branch merged into the package.</li> |
---|
741 | </ul> |
---|
742 | |
---|
743 | <p>The <code>fcm branch-info</code> command is very useful for maintaining |
---|
744 | packages. It tells you all of the branches which have been merged into your |
---|
745 | package and whether there are any more recent changes on those branches.</p> |
---|
746 | |
---|
747 | <h2 id="releases">Preparing System Releases</h2> |
---|
748 | |
---|
749 | <p>There are two ways of preparing system releases:</p> |
---|
750 | |
---|
751 | <dl> |
---|
752 | <dt>A system release is simply a particular revision of the trunk</dt> |
---|
753 | |
---|
754 | <dd> |
---|
755 | <p>In order to do this it will be necessary to restrict changes on the |
---|
756 | trunk whilst the release is being prepared.</p> |
---|
757 | |
---|
758 | <ul> |
---|
759 | <li>Users can continue to develop changes not intended for inclusion in |
---|
760 | this release on branches.</li> |
---|
761 | |
---|
762 | <li>This may be a problem if preparing the release takes too long.</li> |
---|
763 | </ul> |
---|
764 | </dd> |
---|
765 | |
---|
766 | <dt>Create a release branch where the release is finalised</dt> |
---|
767 | |
---|
768 | <dd> |
---|
769 | <p>You then lose the ability to be able to branch from the release.</p> |
---|
770 | |
---|
771 | <p>It may be harder to identify what changes have been made between |
---|
772 | releases (since you can't simply look at all the changesets made between |
---|
773 | two revisions of the trunk).</p> |
---|
774 | </dd> |
---|
775 | </dl> |
---|
776 | |
---|
777 | <h2 id="rapid">Rapid vs Staged Development Practices</h2> |
---|
778 | |
---|
779 | <p>Most of this section on working practices has focussed on projects/systems |
---|
780 | which are quite mature. Such systems are likely to have regular releases and |
---|
781 | will, for example, insist that all changes to the trunk are reviewed and |
---|
782 | tested.</p> |
---|
783 | |
---|
784 | <p>If your system is still undergoing rapid development and has not yet |
---|
785 | reached any sort of formal release then you will probably want to adopt a |
---|
786 | much more relaxed set of working practices. For example:</p> |
---|
787 | |
---|
788 | <ul> |
---|
789 | <li>Changes don't need to be reviewed.</li> |
---|
790 | |
---|
791 | <li>More changes will be committed to the trunk. Only very large changes |
---|
792 | will be prepared on branches.</li> |
---|
793 | |
---|
794 | <li>No requirement to have a Trac ticket associated with each change.</li> |
---|
795 | </ul> |
---|
796 | |
---|
797 | <p>We have tried to avoid building too many assumptions about working |
---|
798 | practices into the FCM system. This gives projects the flexibility to decide |
---|
799 | which working practices are appropriate for their system. Hopefully this |
---|
800 | means that FCM can be used for large or small systems and for rapidly |
---|
801 | evolving or very stable systems.</p> |
---|
802 | |
---|
803 | </div> |
---|
804 | </div> |
---|
805 | </div> |
---|
806 | |
---|
807 | <hr/> |
---|
808 | <div class="container-fluid text-center"> |
---|
809 | <div class="row"><div class="col-md-12"> |
---|
810 | <address><small> |
---|
811 | Copyright © 2006-2021 British Crown (Met Office) & Contributors. |
---|
812 | <a href="http://www.metoffice.gov.uk">Met Office</a>. |
---|
813 | See <a href="../etc/fcm-terms-of-use.html">Terms of Use</a>.<br /> |
---|
814 | This document is released under the British <a href= |
---|
815 | "http://www.nationalarchives.gov.uk/doc/open-government-licence/" rel= |
---|
816 | "license">Open Government Licence</a>.<br /> |
---|
817 | </small></address> |
---|
818 | </div></div> |
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819 | </div> |
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820 | |
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821 | <script type="text/javascript" src="../etc/jquery.min.js"></script> |
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