hgbook

annotate en/mq.tex @ 17:2668e15c76e9

MQ: write up patch rebasing.
author Bryan O'Sullivan <bos@serpentine.com>
date Tue Jul 04 15:00:18 2006 -0700 (2006-07-04)
parents 81454425eee9
children e6f4088ebe52
rev   line source
bos@1 1 \chapter{Managing change with Mercurial Queues}
bos@1 2 \label{chap:mq}
bos@1 3
bos@1 4 \section{The patch management problem}
bos@1 5 \label{sec:mq:patch-mgmt}
bos@1 6
bos@1 7 Here is a common scenario: you need to install a software package from
bos@1 8 source, but you find a bug that you must fix in the source before you
bos@1 9 can start using the package. You make your changes, forget about the
bos@1 10 package for a while, and a few months later you need to upgrade to a
bos@1 11 newer version of the package. If the newer version of the package
bos@1 12 still has the bug, you must extract your fix from the older source
bos@1 13 tree and apply it against the newer version. This is a tedious task,
bos@1 14 and it's easy to make mistakes.
bos@1 15
bos@1 16 This is a simple case of the ``patch management'' problem. You have
bos@1 17 an ``upstream'' source tree that you can't change; you need to make
bos@1 18 some local changes on top of the upstream tree; and you'd like to be
bos@1 19 able to keep those changes separate, so that you can apply them to
bos@1 20 newer versions of the upstream source.
bos@1 21
bos@1 22 The patch management problem arises in many situations. Probably the
bos@1 23 most visible is that a user of an open source software project will
bos@3 24 contribute a bug fix or new feature to the project's maintainers in the
bos@1 25 form of a patch.
bos@1 26
bos@1 27 Distributors of operating systems that include open source software
bos@1 28 often need to make changes to the packages they distribute so that
bos@1 29 they will build properly in their environments.
bos@1 30
bos@1 31 When you have few changes to maintain, it is easy to manage a single
bos@15 32 patch using the standard \texttt{diff} and \texttt{patch} programs
bos@15 33 (see section~\ref{sec:mq:patch} for a discussion of these tools).
bos@1 34 Once the number of changes grows, it starts to makes sense to maintain
bos@1 35 patches as discrete ``chunks of work,'' so that for example a single
bos@1 36 patch will contain only one bug fix (the patch might modify several
bos@1 37 files, but it's doing ``only one thing''), and you may have a number
bos@1 38 of such patches for different bugs you need fixed and local changes
bos@3 39 you require. In this situation, if you submit a bug fix patch to the
bos@1 40 upstream maintainers of a package and they include your fix in a
bos@1 41 subsequent release, you can simply drop that single patch when you're
bos@1 42 updating to the newer release.
bos@1 43
bos@1 44 Maintaining a single patch against an upstream tree is a little
bos@1 45 tedious and error-prone, but not difficult. However, the complexity
bos@1 46 of the problem grows rapidly as the number of patches you have to
bos@1 47 maintain increases. With more than a tiny number of patches in hand,
bos@1 48 understanding which ones you have applied and maintaining them moves
bos@1 49 from messy to overwhelming.
bos@1 50
bos@1 51 Fortunately, Mercurial includes a powerful extension, Mercurial Queues
bos@1 52 (or simply ``MQ''), that massively simplifies the patch management
bos@1 53 problem.
bos@1 54
bos@1 55 \section{The prehistory of Mercurial Queues}
bos@1 56 \label{sec:mq:history}
bos@1 57
bos@1 58 During the late 1990s, several Linux kernel developers started to
bos@1 59 maintain ``patch series'' that modified the behaviour of the Linux
bos@1 60 kernel. Some of these series were focused on stability, some on
bos@1 61 feature coverage, and others were more speculative.
bos@1 62
bos@1 63 The sizes of these patch series grew rapidly. In 2002, Andrew Morton
bos@1 64 published some shell scripts he had been using to automate the task of
bos@1 65 managing his patch queues. Andrew was successfully using these
bos@1 66 scripts to manage hundreds (sometimes thousands) of patches on top of
bos@1 67 the Linux kernel.
bos@1 68
bos@1 69 \subsection{A patchwork quilt}
bos@1 70 \label{sec:mq:quilt}
bos@1 71
bos@1 72
bos@1 73 In early 2003, Andreas Gruenbacher and Martin Quinson borrowed the
bos@2 74 approach of Andrew's scripts and published a tool called ``patchwork
bos@2 75 quilt''~\cite{web:quilt}, or simply ``quilt''
bos@2 76 (see~\cite{gruenbacher:2005} for a paper describing it). Because
bos@2 77 quilt substantially automated patch management, it rapidly gained a
bos@2 78 large following among open source software developers.
bos@1 79
bos@1 80 Quilt manages a \emph{stack of patches} on top of a directory tree.
bos@1 81 To begin, you tell quilt to manage a directory tree; it stores away
bos@1 82 the names and contents of all files in the tree. To fix a bug, you
bos@1 83 create a new patch (using a single command), edit the files you need
bos@1 84 to fix, then ``refresh'' the patch.
bos@1 85
bos@1 86 The refresh step causes quilt to scan the directory tree; it updates
bos@1 87 the patch with all of the changes you have made. You can create
bos@1 88 another patch on top of the first, which will track the changes
bos@1 89 required to modify the tree from ``tree with one patch applied'' to
bos@1 90 ``tree with two patches applied''.
bos@1 91
bos@1 92 You can \emph{change} which patches are applied to the tree. If you
bos@1 93 ``pop'' a patch, the changes made by that patch will vanish from the
bos@1 94 directory tree. Quilt remembers which patches you have popped,
bos@1 95 though, so you can ``push'' a popped patch again, and the directory
bos@1 96 tree will be restored to contain the modifications in the patch. Most
bos@1 97 importantly, you can run the ``refresh'' command at any time, and the
bos@1 98 topmost applied patch will be updated. This means that you can, at
bos@1 99 any time, change both which patches are applied and what
bos@1 100 modifications those patches make.
bos@1 101
bos@1 102 Quilt knows nothing about revision control tools, so it works equally
bos@3 103 well on top of an unpacked tarball or a Subversion repository.
bos@1 104
bos@1 105 \subsection{From patchwork quilt to Mercurial Queues}
bos@1 106 \label{sec:mq:quilt-mq}
bos@1 107
bos@1 108 In mid-2005, Chris Mason took the features of quilt and wrote an
bos@1 109 extension that he called Mercurial Queues, which added quilt-like
bos@1 110 behaviour to Mercurial.
bos@1 111
bos@1 112 The key difference between quilt and MQ is that quilt knows nothing
bos@1 113 about revision control systems, while MQ is \emph{integrated} into
bos@1 114 Mercurial. Each patch that you push is represented as a Mercurial
bos@1 115 changeset. Pop a patch, and the changeset goes away.
bos@1 116
bos@1 117 This integration makes understanding patches and debugging their
bos@1 118 effects \emph{enormously} easier. Since every applied patch has an
bos@1 119 associated changeset, you can use \hgcmdargs{log}{\emph{filename}} to
bos@1 120 see which changesets and patches affected a file. You can use the
bos@1 121 \hgext{bisect} extension to binary-search through all changesets and
bos@1 122 applied patches to see where a bug got introduced or fixed. You can
bos@1 123 use the \hgcmd{annotate} command to see which changeset or patch
bos@1 124 modified a particular line of a source file. And so on.
bos@1 125
bos@1 126 Because quilt does not care about revision control tools, it is still
bos@1 127 a tremendously useful piece of software to know about for situations
bos@1 128 where you cannot use Mercurial and MQ.
bos@2 129 \section{Getting started with Mercurial Queues}
bos@2 130 \label{sec:mq:start}
bos@1 131
bos@3 132 Because MQ is implemented as an extension, you must explicitly enable
bos@3 133 before you can use it. (You don't need to download anything; MQ ships
bos@3 134 with the standard Mercurial distribution.) To enable MQ, edit your
bos@4 135 \tildefile{.hgrc} file, and add the lines in figure~\ref{ex:mq:config}.
bos@2 136
bos@12 137 \begin{figure}[ht]
bos@4 138 \begin{codesample4}
bos@4 139 [extensions]
bos@4 140 hgext.mq =
bos@4 141 \end{codesample4}
bos@4 142 \label{ex:mq:config}
bos@4 143 \caption{Contents to add to \tildefile{.hgrc} to enable the MQ extension}
bos@4 144 \end{figure}
bos@3 145
bos@3 146 Once the extension is enabled, it will make a number of new commands
bos@7 147 available. To verify that the extension is working, you can use
bos@7 148 \hgcmd{help} to see if the \hgcmd{qinit} command is now available; see
bos@7 149 the example in figure~\ref{ex:mq:enabled}.
bos@3 150
bos@12 151 \begin{figure}[ht]
bos@4 152 \interaction{mq.qinit-help.help}
bos@4 153 \caption{How to verify that MQ is enabled}
bos@4 154 \label{ex:mq:enabled}
bos@4 155 \end{figure}
bos@1 156
bos@8 157 You can use MQ with \emph{any} Mercurial repository, and its commands
bos@8 158 only operate within that repository. To get started, simply prepare
bos@8 159 the repository using the \hgcmd{qinit} command (see
bos@7 160 figure~\ref{ex:mq:qinit}). This command creates an empty directory
bos@16 161 called \sdirname{.hg/patches}, where MQ will keep its metadata. As
bos@7 162 with many Mercurial commands, the \hgcmd{qinit} command prints nothing
bos@7 163 if it succeeds.
bos@7 164
bos@12 165 \begin{figure}[ht]
bos@7 166 \interaction{mq.tutorial.qinit}
bos@7 167 \caption{Preparing a repository for use with MQ}
bos@7 168 \label{ex:mq:qinit}
bos@7 169 \end{figure}
bos@7 170
bos@12 171 \begin{figure}[ht]
bos@7 172 \interaction{mq.tutorial.qnew}
bos@7 173 \caption{Creating a new patch}
bos@7 174 \label{ex:mq:qnew}
bos@7 175 \end{figure}
bos@7 176
bos@8 177 \subsection{Creating a new patch}
bos@8 178
bos@8 179 To begin work on a new patch, use the \hgcmd{qnew} command. This
bos@7 180 command takes one argument, the name of the patch to create. MQ will
bos@16 181 use this as the name of an actual file in the \sdirname{.hg/patches}
bos@7 182 directory, as you can see in figure~\ref{ex:mq:qnew}.
bos@7 183
bos@16 184 Also newly present in the \sdirname{.hg/patches} directory are two
bos@16 185 other files, \sfilename{series} and \sfilename{status}. The
bos@16 186 \sfilename{series} file lists all of the patches that MQ knows about
bos@8 187 for this repository, with one patch per line. Mercurial uses the
bos@16 188 \sfilename{status} file for internal book-keeping; it tracks all of the
bos@7 189 patches that MQ has \emph{applied} in this repository.
bos@7 190
bos@7 191 \begin{note}
bos@16 192 You may sometimes want to edit the \sfilename{series} file by hand;
bos@7 193 for example, to change the sequence in which some patches are
bos@16 194 applied. However, manually editing the \sfilename{status} file is
bos@7 195 almost always a bad idea, as it's easy to corrupt MQ's idea of what
bos@7 196 is happening.
bos@7 197 \end{note}
bos@7 198
bos@8 199 Once you have created your new patch, you can edit files in the
bos@8 200 working directory as you usually would. All of the normal Mercurial
bos@8 201 commands, such as \hgcmd{diff} and \hgcmd{annotate}, work exactly as
bos@8 202 they did before.
bos@8 203 \subsection{Refreshing a patch}
bos@8 204
bos@8 205 When you reach a point where you want to save your work, use the
bos@8 206 \hgcmd{qrefresh} command (figure~\ref{ex:mq:qnew}) to update the patch
bos@8 207 you are working on. This command folds the changes you have made in
bos@8 208 the working directory into your patch, and updates its corresponding
bos@8 209 changeset to contain those changes.
bos@8 210
bos@12 211 \begin{figure}[ht]
bos@8 212 \interaction{mq.tutorial.qrefresh}
bos@8 213 \caption{Refreshing a patch}
bos@8 214 \label{ex:mq:qrefresh}
bos@8 215 \end{figure}
bos@8 216
bos@8 217 You can run \hgcmd{qrefresh} as often as you like, so it's a good way
bos@13 218 to ``checkpoint'' your work. Refresh your patch at an opportune
bos@8 219 time; try an experiment; and if the experiment doesn't work out,
bos@8 220 \hgcmd{revert} your modifications back to the last time you refreshed.
bos@8 221
bos@12 222 \begin{figure}[ht]
bos@8 223 \interaction{mq.tutorial.qrefresh2}
bos@8 224 \caption{Refresh a patch many times to accumulate changes}
bos@8 225 \label{ex:mq:qrefresh2}
bos@8 226 \end{figure}
bos@8 227
bos@8 228 \subsection{Stacking and tracking patches}
bos@8 229
bos@8 230 Once you have finished working on a patch, or need to work on another,
bos@8 231 you can use the \hgcmd{qnew} command again to create a new patch.
bos@8 232 Mercurial will apply this patch on top of your existing patch. See
bos@8 233 figure~\ref{ex:mq:qnew2} for an example. Notice that the patch
bos@8 234 contains the changes in our prior patch as part of its context (you
bos@8 235 can see this more clearly in the output of \hgcmd{annotate}).
bos@8 236
bos@12 237 \begin{figure}[ht]
bos@8 238 \interaction{mq.tutorial.qnew2}
bos@8 239 \caption{Stacking a second patch on top of the first}
bos@8 240 \label{ex:mq:qnew2}
bos@8 241 \end{figure}
bos@8 242
bos@8 243 So far, with the exception of \hgcmd{qnew} and \hgcmd{qrefresh}, we've
bos@8 244 been careful to only use regular Mercurial commands. However, there
bos@8 245 are more ``natural'' commands you can use when thinking about patches
bos@8 246 with MQ, as illustrated in figure~\ref{ex:mq:qseries}:
bos@8 247
bos@8 248 \begin{itemize}
bos@8 249 \item The \hgcmd{qseries} command lists every patch that MQ knows
bos@8 250 about in this repository, from oldest to newest (most recently
bos@8 251 \emph{created}).
bos@8 252 \item The \hgcmd{qapplied} command lists every patch that MQ has
bos@8 253 \emph{applied} in this repository, again from oldest to newest (most
bos@8 254 recently applied).
bos@8 255 \end{itemize}
bos@8 256
bos@12 257 \begin{figure}[ht]
bos@8 258 \interaction{mq.tutorial.qseries}
bos@8 259 \caption{Understanding the patch stack with \hgcmd{qseries} and
bos@8 260 \hgcmd{qapplied}}
bos@8 261 \label{ex:mq:qseries}
bos@8 262 \end{figure}
bos@8 263
bos@8 264 \subsection{Manipulating the patch stack}
bos@8 265
bos@8 266 The previous discussion implied that there must be a difference
bos@11 267 between ``known'' and ``applied'' patches, and there is. MQ can
bos@11 268 manage a patch without it being applied in the repository.
bos@8 269
bos@8 270 An \emph{applied} patch has a corresponding changeset in the
bos@8 271 repository, and the effects of the patch and changeset are visible in
bos@8 272 the working directory. You can undo the application of a patch using
bos@12 273 the \hgcmd{qpop} command. MQ still \emph{knows about}, or manages, a
bos@12 274 popped patch, but the patch no longer has a corresponding changeset in
bos@12 275 the repository, and the working directory does not contain the changes
bos@12 276 made by the patch. Figure~\ref{fig:mq:stack} illustrates the
bos@12 277 difference between applied and tracked patches.
bos@12 278
bos@12 279 \begin{figure}[ht]
bos@12 280 \centering
bos@12 281 \grafix{mq-stack}
bos@12 282 \caption{Applied and unapplied patches in the MQ patch stack}
bos@12 283 \label{fig:mq:stack}
bos@8 284 \end{figure}
bos@8 285
bos@8 286 You can reapply an unapplied, or popped, patch using the \hgcmd{qpush}
bos@8 287 command. This creates a new changeset to correspond to the patch, and
bos@8 288 the patch's changes once again become present in the working
bos@8 289 directory. See figure~\ref{ex:mq:qpop} for examples of \hgcmd{qpop}
bos@8 290 and \hgcmd{qpush} in action. Notice that once we have popped a patch
bos@8 291 or two patches, the output of \hgcmd{qseries} remains the same, while
bos@8 292 that of \hgcmd{qapplied} has changed.
bos@8 293
bos@12 294 \begin{figure}[ht]
bos@12 295 \interaction{mq.tutorial.qpop}
bos@12 296 \caption{Modifying the stack of applied patches}
bos@12 297 \label{ex:mq:qpop}
bos@11 298 \end{figure}
bos@11 299
bos@8 300 MQ does not limit you to pushing or popping one patch. You can have
bos@8 301 no patches, all of them, or any number in between applied at some
bos@8 302 point in time.
bos@8 303
bos@13 304 \subsection{Working on several patches at once}
bos@13 305
bos@13 306 The \hgcmd{qrefresh} command always refreshes the \emph{topmost}
bos@13 307 applied patch. This means that you can suspend work on one patch (by
bos@13 308 refreshing it), pop or push to make a different patch the top, and
bos@13 309 work on \emph{that} patch for a while.
bos@13 310
bos@13 311 Here's an example that illustrates how you can use this ability.
bos@13 312 Let's say you're developing a new feature as two patches. The first
bos@13 313 is a change to the core of your software, and the second--layered on
bos@13 314 top of the first--changes the user interface to use the code you just
bos@13 315 added to the core. If you notice a bug in the core while you're
bos@13 316 working on the UI patch, it's easy to fix the core. Simply
bos@13 317 \hgcmd{qrefresh} the UI patch to save your in-progress changes, and
bos@13 318 \hgcmd{qpop} down to the core patch. Fix the core bug,
bos@13 319 \hgcmd{qrefresh} the core patch, and \hgcmd{qpush} back to the UI
bos@13 320 patch to continue where you left off.
bos@13 321
bos@14 322 \section{Mercurial Queues and GNU patch}
bos@15 323 \label{sec:mq:patch}
bos@14 324
bos@16 325 MQ uses the GNU \command{patch} command to apply patches. Because MQ
bos@16 326 doesn't hide its patch-oriented nature, it is helpful to understand
bos@16 327 the data that MQ and \command{patch} work with, and a few aspects of
bos@16 328 how \command{patch} operates.
bos@14 329
bos@15 330 The \command{diff} command generates a list of modifications by
bos@15 331 comparing two files. The \command{patch} command applies a list of
bos@15 332 modifications to a file. The kinds of files that \command{diff} and
bos@15 333 \command{patch} work with are referred to as both ``diffs'' and
bos@15 334 ``patches;'' there is no difference between a diff and a patch.
bos@15 335
bos@14 336 A patch file can start with arbitrary text; MQ uses this text as the
bos@14 337 commit message when creating changesets. It treats the first line
bos@14 338 that starts with the string ``\texttt{diff~-}'' as the separator
bos@14 339 between header and content.
bos@14 340
bos@15 341 MQ works with \emph{unified} diffs (\command{patch} can accept several
bos@15 342 other diff formats, but MQ doesn't). A unified diff contains two
bos@14 343 kinds of header. The \emph{file header} describes the file being
bos@14 344 modified; it contains the name of the file to modify. When
bos@15 345 \command{patch} sees a new file header, it looks for a file with that
bos@14 346 name to start modifying.
bos@14 347
bos@15 348 After the file header comes a series of \emph{hunks}. Each hunk
bos@15 349 starts with a header; this identifies the range of line numbers within
bos@15 350 the file that the hunk should modify. Following the header, a hunk
bos@15 351 starts and ends with a few (usually three) lines of text from the
bos@15 352 unmodified file; these are called the \emph{context} for the hunk.
bos@15 353 Each unmodified line begins with a space characters. Within the hunk,
bos@15 354 a line that begins with ``\texttt{-}'' means ``remove this line,''
bos@15 355 while a line that begins with ``\texttt{+}'' means ``insert this
bos@15 356 line.'' For example, a line that is modified is represented by one
bos@15 357 deletion and one insertion.
bos@15 358
bos@15 359 The \command{diff} command runs hunks together when there's not enough
bos@15 360 context between modifications to justify
bos@14 361
bos@14 362 When \command{patch} applies a hunk, it tries a handful of
bos@14 363 successively less accurate strategies to try to make the hunk apply.
bos@14 364 This falling-back technique often makes it possible to take a patch
bos@14 365 that was generated against an old version of a file, and apply it
bos@14 366 against a newer version of that file.
bos@14 367
bos@14 368 First, \command{patch} tries an exact match, where the line numbers,
bos@14 369 the context, and the text to be modified must apply exactly. If it
bos@14 370 cannot make an exact match, it tries to find an exact match for the
bos@14 371 context, without honouring the line numbering information. If this
bos@14 372 succeeds, it prints a line of output saying that the hunk was applied,
bos@14 373 but at some \emph{offset} from the original line number.
bos@14 374
bos@14 375 If a context-only match fails, \command{patch} removes the first and
bos@14 376 last lines of the context, and tries a \emph{reduced} context-only
bos@14 377 match. If the hunk with reduced context succeeds, it prints a message
bos@14 378 saying that it applied the hunk with a \emph{fuzz factor} (the number
bos@14 379 after the fuzz factor indicates how many lines of context
bos@14 380 \command{patch} had to trim before the patch applied).
bos@14 381
bos@14 382 When neither of these techniques works, \command{patch} prints a
bos@14 383 message saying that the hunk in question was rejected. It saves
bos@17 384 rejected hunks (also simply called ``rejects'') to a file with the
bos@17 385 same name, and an added \sfilename{.rej} extension. It also saves an
bos@17 386 unmodified copy of the file with a \sfilename{.orig} extension; the
bos@17 387 copy of the file without any extensions will contain any changes made
bos@17 388 by hunks that \emph{did} apply cleanly. If you have a patch that
bos@17 389 modifies \filename{foo} with six hunks, and one of them fails to
bos@17 390 apply, you will have: an unmodified \filename{foo.orig}, a
bos@17 391 \filename{foo.rej} containing one hunk, and \filename{foo}, containing
bos@17 392 the changes made by the five successful five hunks.
bos@14 393
bos@14 394 \subsection{Beware the fuzz}
bos@14 395
bos@14 396 While applying a hunk at an offset, or with a fuzz factor, will often
bos@14 397 be completely successful, these inexact techniques naturally leave
bos@14 398 open the possibility of corrupting the patched file. The most common
bos@14 399 cases typically involve applying a patch twice, or at an incorrect
bos@14 400 location in the file. If \command{patch} or \hgcmd{qpush} ever
bos@14 401 mentions an offset or fuzz factor, you should make sure that the
bos@14 402 modified files are correct afterwards.
bos@14 403
bos@14 404 It's often a good idea to refresh a patch that has applied with an
bos@14 405 offset or fuzz factor; refreshing the patch generates new context
bos@14 406 information that will make it apply cleanly. I say ``often,'' not
bos@14 407 ``always,'' because sometimes refreshing a patch will make it fail to
bos@14 408 apply against a different revision of the underlying files. In some
bos@14 409 cases, such as when you're maintaining a patch that must sit on top of
bos@14 410 multiple versions of a source tree, it's acceptable to have a patch
bos@14 411 apply with some fuzz, provided you've verified the results of the
bos@14 412 patching process in such cases.
bos@14 413
bos@15 414 \subsection{Handling rejection}
bos@15 415
bos@15 416 If \hgcmd{qpush} fails to apply a patch, it will print an error
bos@16 417 message and exit. If it has left \sfilename{.rej} files behind, it is
bos@15 418 usually best to fix up the rejected hunks before you push more patches
bos@15 419 or do any further work.
bos@15 420
bos@15 421 If your patch \emph{used to} apply cleanly, and no longer does because
bos@15 422 you've changed the underlying code that your patches are based on,
bos@17 423 Mercurial Queues can help; see section~\ref{sec:mq:merge} for details.
bos@15 424
bos@15 425 Unfortunately, there aren't any great techniques for dealing with
bos@16 426 rejected hunks. Most often, you'll need to view the \sfilename{.rej}
bos@15 427 file and edit the target file, applying the rejected hunks by hand.
bos@15 428
bos@16 429 If you're feeling adventurous, Neil Brown, a Linux kernel hacker,
bos@16 430 wrote a tool called \command{wiggle}~\cite{web:wiggle}, which is more
bos@16 431 vigorous than \command{patch} in its attempts to make a patch apply.
bos@15 432
bos@15 433 Another Linux kernel hacker, Chris Mason (the author of Mercurial
bos@15 434 Queues), wrote a similar tool called \command{rej}~\cite{web:rej},
bos@15 435 which takes a simple approach to automating the application of hunks
bos@15 436 rejected by \command{patch}. \command{rej} can help with four common
bos@15 437 reasons that a hunk may be rejected:
bos@15 438
bos@15 439 \begin{itemize}
bos@15 440 \item The context in the middle of a hunk has changed.
bos@15 441 \item A hunk is missing some context at the beginning or end.
bos@15 442 \item A large hunk might apply better--either entirely or in part--if
bos@15 443 it was broken up into smaller hunks.
bos@15 444 \item A hunk removes lines with slightly different content than those
bos@15 445 currently present in the file.
bos@15 446 \end{itemize}
bos@15 447
bos@15 448 If you use \command{wiggle} or \command{rej}, you should be doubly
bos@15 449 careful to check your results when you're done.
bos@15 450
bos@17 451 \section{Getting the best performance out of MQ}
bos@17 452
bos@17 453 MQ is very efficient at handling a large number of patches. I ran
bos@17 454 some performance experiments in mid-2006 for a talk that I gave at the
bos@17 455 2006 EuroPython conference~\cite{web:europython}. I used as my data
bos@17 456 set the Linux 2.6.17-mm1 patch series, which consists of 1,738
bos@17 457 patches. I applied thes on top of a Linux kernel repository
bos@17 458 containing all 27,472 revisions between Linux 2.6.12-rc2 and Linux
bos@17 459 2.6.17.
bos@17 460
bos@17 461 On my old, slow laptop, I was able to
bos@17 462 \hgcmdargs{qpush}{\hgopt{qpush}{-a}} all 1,738 patches in 3.5 minutes,
bos@17 463 and \hgcmdargs{qpop}{\hgopt{qpop}{-a}} them all in 30 seconds. I
bos@17 464 could \hgcmd{qrefresh} one of the biggest patches (which made 22,779
bos@17 465 lines of changes to 287 files) in 6.6 seconds.
bos@17 466
bos@17 467 Clearly, MQ is well suited to working in large trees, but there are a
bos@17 468 few tricks you can use to get the best performance of it.
bos@17 469
bos@17 470 First of all, try to ``batch'' operations together. Every time you
bos@17 471 run \hgcmd{qpush} or \hgcmd{qpop}, these commands scan the working
bos@17 472 directory once to make sure you haven't made some changes and then
bos@17 473 forgotten to run \hgcmd{qrefresh}. On a small tree, the time that
bos@17 474 this scan takes is unnoticeable. However, on a medium-sized tree
bos@17 475 (containing tens of thousands of files), it can take a second or more.
bos@17 476
bos@17 477 The \hgcmd{qpush} and \hgcmd{qpop} commands allow you to push and pop
bos@17 478 multiple patches at a time. You can identify the ``destination
bos@17 479 patch'' that you want to end up at. When you \hgcmd{qpush} with a
bos@17 480 destination specified, it will push patches until that patch is at the
bos@17 481 top of the applied stack. When you \hgcmd{qpop} to a destination, MQ
bos@17 482 will pop patches until the destination patch \emph{is no longer}
bos@17 483 applied.
bos@17 484
bos@17 485 You can identify a destination patch using either the name of the
bos@17 486 patch, or by number. If you use numeric addressing, patches are
bos@17 487 counted from zero; this means that the first patch is zero, the second
bos@17 488 is one, and so on.
bos@17 489
bos@15 490 \section{Updating your patches when the underlying code changes}
bos@15 491 \label{sec:mq:merge}
bos@15 492
bos@17 493 It's common to have a stack of patches on top of an underlying
bos@17 494 repository that you don't modify directly. If you're working on
bos@17 495 changes to third-party code, or on a feature that is taking longer to
bos@17 496 develop than the rate of change of the code beneath, you will often
bos@17 497 need to sync up with the underlying code, and fix up any hunks in your
bos@17 498 patches that no longer apply. This is called \emph{rebasing} your
bos@17 499 patch series.
bos@17 500
bos@17 501 The simplest way to do this is to \hgcmdargs{qpop}{\hgopt{qpop}{-a}}
bos@17 502 your patches, then \hgcmd{pull} changes into the underlying
bos@17 503 repository, and finally \hgcmdargs{qpush}{\hgopt{qpop}{-a}} your
bos@17 504 patches again. MQ will stop pushing any time it runs across a patch
bos@17 505 that fails to apply during conflicts, allowing you to fix your
bos@17 506 conflicts, \hgcmd{qrefresh} the affected patch, and continue pushing
bos@17 507 until you have fixed your entire stack.
bos@17 508
bos@17 509 This approach is easy to use and works well if you don't expect
bos@17 510 changes to the underlying code to affect how well your patches apply.
bos@17 511 If your patch stack touches code that is modified frequently or
bos@17 512 invasively in the underlying repository, however, fixing up rejected
bos@17 513 hunks by hand quickly becomes tiresome.
bos@17 514
bos@17 515 It's possible to partially automate the rebasing process. If your
bos@17 516 patches apply cleanly against some revision of the underlying repo, MQ
bos@17 517 can use this information to help you to resolve conflicts between your
bos@17 518 patches and a different revision.
bos@17 519
bos@17 520 The process is a little involved.
bos@17 521 \begin{enumerate}
bos@17 522 \item To begin, \hgcmdargs{qpush}{-a} all of your patches on top of
bos@17 523 the revision where you know that they apply cleanly.
bos@17 524 \item Save a backup copy of your patch directory using
bos@17 525 \hgcmdargs{qsave}{\hgopt{qsave}{-e} \hgopt{qsave}{-c}}. This prints
bos@17 526 the name of the directory that it has saved the patches in. It will
bos@17 527 save the patches to a directory called
bos@17 528 \sdirname{.hg/patches.\emph{N}}, where \texttt{\emph{N}} is a small
bos@17 529 integer. It also commits a ``save changeset'' on top of your
bos@17 530 applied patches; this is for internal book-keeping, and records the
bos@17 531 states of the \sfilename{series} and \sfilename{status} files.
bos@17 532 \item Use \hgcmd{pull} to bring new changes into the underlying
bos@17 533 repository. (Don't run \hgcmdargs{pull}{-u}; see below for why.)
bos@17 534 \item Update to the new tip revision, using
bos@17 535 \hgcmdargs{update}{\hgopt{update}{-C}} to override the patches you
bos@17 536 have pushed.
bos@17 537 \item Merge all patches using \hgcmdargs{qpush}{\hgopt{qpush}{-m}
bos@17 538 \hgopt{qpush}{-a}}. The \hgopt{qpush}{-m} option to \hgcmd{qpush}
bos@17 539 tells MQ to perform a three-way merge if the patch fails to apply.
bos@17 540 \end{enumerate}
bos@17 541
bos@17 542 During the \hgcmdargs{qpush}{\hgopt{qpush}{-m}}, each patch in the
bos@17 543 \sfilename{series} file is applied normally. If a patch applies with
bos@17 544 fuzz or rejects, MQ looks at the queue you \hgcmd{qsave}d, and
bos@17 545 performs a three-way merge with the corresponding changeset. This
bos@17 546 merge uses Mercurial's normal merge machinery, so it may pop up a GUI
bos@17 547 merge tool to help you to resolve problems.
bos@17 548
bos@17 549 When you finish resolving the effects of a patch, MQ refreshes your
bos@17 550 patch based on the result of the merge.
bos@17 551
bos@17 552 At the end of this process, your repository will have one extra head
bos@17 553 from the old patch queue, and a copy of the old patch queue will be in
bos@17 554 \sdirname{.hg/patches.\emph{N}}. You can remove the extra head using
bos@17 555 \hgcmdargs{qpop}{\hgopt{qpop}{-a} \hgopt{qpop}{-n} patches.\emph{N}}
bos@17 556 or \hgcmd{strip}. You can delete \sdirname{.hg/patches.\emph{N}} once
bos@17 557 you are sure that you no longer need it as a backup.
bos@13 558
bos@16 559 \section{Managing patches in a repository}
bos@16 560
bos@16 561 Because MQ's \sdirname{.hg/patches} directory resides outside a
bos@16 562 Mercurial repository's working directory, the ``underlying'' Mercurial
bos@16 563 repository knows nothing about the management or presence of patches.
bos@16 564
bos@16 565 This presents the interesting possibility of managing the contents of
bos@16 566 the patch directory as a Mercurial repository in its own right. This
bos@16 567 can be a useful way to work. For example, you can work on a patch for
bos@16 568 a while, \hgcmd{qrefresh} it, then \hgcmd{commit} the current state of
bos@16 569 the patch. This lets you ``roll back'' to that version of the patch
bos@16 570 later on.
bos@16 571
bos@16 572 In addition, you can then share different versions of the same patch
bos@16 573 stack among multiple underlying repositories. I use this when I am
bos@16 574 developing a Linux kernel feature. I have a pristine copy of my
bos@16 575 kernel sources for each of several CPU architectures, and a cloned
bos@16 576 repository under each that contains the patches I am working on. When
bos@16 577 I want to test a change on a different architecture, I push my current
bos@16 578 patches to the patch repository associated with that kernel tree, pop
bos@16 579 and push all of my patches, and build and test that kernel.
bos@16 580
bos@16 581 Managing patches in a repository makes it possible for multiple
bos@16 582 developers to work on the same patch series without colliding with
bos@16 583 each other, all on top of an underlying source base that they may or
bos@16 584 may not control.
bos@16 585
bos@17 586 \subsection{MQ support for patch repositories}
bos@16 587
bos@16 588 MQ helps you to work with the \sdirname{.hg/patches} directory as a
bos@16 589 repository; when you prepare a repository for working with patches
bos@17 590 using \hgcmd{qinit}, you can pass the \hgopt{qinit}{-c} option to
bos@16 591 create the \sdirname{.hg/patches} directory as a Mercurial repository.
bos@16 592
bos@16 593 \begin{note}
bos@16 594 If you forget to use the \hgopt{qinit}{-c} option, you can simply go
bos@16 595 into the \sdirname{.hg/patches} directory at any time and run
bos@16 596 \hgcmd{init}. Don't forget to add an entry for the
bos@17 597 \sfilename{status} file to the \sfilename{.hgignore} file, though
bos@17 598 (\hgcmdargs{qinit}{\hgopt{qinit}{-c}} does this for you
bos@17 599 automatically); you \emph{really} don't want to manage the
bos@17 600 \sfilename{status} file.
bos@16 601 \end{note}
bos@16 602
bos@16 603 As a convenience, if MQ notices that the \dirname{.hg/patches}
bos@16 604 directory is a repository, it will automatically \hgcmd{add} every
bos@16 605 patch that you create and import.
bos@16 606
bos@16 607 Finally, MQ provides a shortcut command, \hgcmd{qcommit}, that runs
bos@16 608 \hgcmd{commit} in the \sdirname{.hg/patches} directory. This saves
bos@16 609 some cumbersome typing.
bos@16 610
bos@16 611 \subsection{A few things to watch out for}
bos@16 612
bos@16 613 MQ's support for working with a repository full of patches is limited
bos@16 614 in a few small respects.
bos@16 615
bos@16 616 MQ cannot automatically detect changes that you make to the patch
bos@16 617 directory. If you \hgcmd{pull}, manually edit, or \hgcmd{update}
bos@16 618 changes to patches or the \sfilename{series} file, you will have to
bos@17 619 \hgcmdargs{qpop}{\hgopt{qpop}{-a}} and then
bos@17 620 \hgcmdargs{qpush}{\hgopt{qpush}{-a}} in the underlying repository to
bos@17 621 see those changes show up there. If you forget to do this, you can
bos@17 622 confuse MQ's idea of which patches are applied.
bos@16 623
bos@16 624 \section{Commands for working with patches}
bos@16 625
bos@16 626 Once you've been working with patches for a while, you'll find
bos@16 627 yourself hungry for tools that will help you to understand and
bos@16 628 manipulate the patches you're dealing with.
bos@16 629
bos@16 630 The \command{diffstat} command~\cite{web:diffstat} generates a
bos@16 631 histogram of the modifications made to each file in a patch. It
bos@16 632 provides a good way to ``get a sense of'' a patch--which files it
bos@16 633 affects, and how much change it introduces to each file and as a
bos@16 634 whole. (I find that it's a good idea to use \command{diffstat}'s
bos@16 635 \texttt{-p} option as a matter of course, as otherwise it will try to
bos@16 636 do clever things with prefixes of file names that inevitably confuse
bos@16 637 at least me.)
bos@16 638
bos@16 639 The \package{patchutils} package~\cite{web:patchutils} is invaluable.
bos@16 640 It provides a set of small utilities that follow the ``Unix
bos@16 641 philosophy;'' each does one useful thing with a patch. The
bos@16 642 \package{patchutils} command I use most is \command{filterdiff}, which
bos@16 643 extracts subsets from a patch file. For example, given a patch that
bos@16 644 modifies hundreds of files across dozens of directories, a single
bos@16 645 invocation of \command{filterdiff} can generate a smaller patch that
bos@16 646 only touches files whose names match a particular glob pattern.
bos@16 647
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