docs/index.rst
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.. Copyright © 2014 Greg Ward <greg@gerg.ca>
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==================================
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Changeset Evolution with Mercurial
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==================================
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`evolve`_ is a Mercurial extension for faster and safer mutable history. It
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implements the `changeset evolution`_ concept for `Mercurial`_.
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* It offers a safe and simple way to refine changesets locally and propagate
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  those changes to other repositories.
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* It can automatically detect and handle the complex issues that can arise from
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  exchanging draft changesets.
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* It even makes it possible for multiple developers to safely rewrite the same
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  parts of history in a distributed way.
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* It fully respects the Phases concept so users will only be able to rewrite
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  parts of the history that are safe to change. Phases have been part of
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  Mercurial since early 2012.
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.. _`evolve`: https://www.mercurial-scm.org/wiki/EvolveExtension
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.. _`Mercurial`: https://www.mercurial-scm.org/
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Installation and setup
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----------------------
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We recommend you subscribe to the `evolve-testers`_ mailing list to stay up
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to date with the latest news and announcement.
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.. _`evolve-testers`: https://www.mercurial-scm.org/mailman/listinfo/evolve-testers
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Using pip::
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    pip install --user hg-evolve
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Then add in your `hgrc` config::
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   [extensions]
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   evolve=
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You can easily edit the `hgrc` of a repository using `hg config --local`.
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Alternatively, you can edit your user configuration with `hg config --edit`.
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Table of Contents
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-----------------
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.. toctree::
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   :maxdepth: 2
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   index
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   user-guide
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   sharing
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   concepts
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   from-mq
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   commands
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   known-doc-issues
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.. _`changeset evolution`:
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What is Changeset Evolution?
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----------------------------
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With core Mercurial, changesets are permanent and immutable. You can
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commit new changesets to modify your source code, but you cannot
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modify or remove old changesets.
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For years, Mercurial has included various commands that allow
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history modification: ``rebase``, ``histedit``, ``commit --amend`` and so forth.
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However, there's a catch: until now, Mercurial's various mechanisms for
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modifying history have been *unsafe*, in that changesets were
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destroyed (“stripped”) rather than simply hidden and still easy to recover.
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``evolve`` makes things better by changing the behaviour of most existing
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history modification commands so they use a safer mechanism (*changeset
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obsolescence*, covered below) rather than the older, less safe *strip*
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operation.
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``evolve`` is built on infrastructure in core Mercurial:
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  * *Phases* (starting in Mercurial 2.1) allow you to distinguish
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    mutable and immutable changesets.
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  * *Changeset obsolescence* (starting in Mercurial 2.3) is how
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    Mercurial knows how history has been modified, specifically when
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    one changeset replaces another. In the obsolescence model, a
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    changeset is neither removed nor modified, but is instead marked
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    *obsolete* and typically replaced by a *successor*. Obsolete
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    changesets usually become *hidden* as well. Obsolescence is a
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    disabled feature in Mercurial until you start using ``evolve``.
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Some of the things you can do with ``evolve`` are:
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  * Fix a mistake immediately: “Oops! I just committed a changeset
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    with a syntax error—I'll fix that and amend the changeset so no
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    one sees my mistake.” (While this is possible using default
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    features of core Mercurial, changeset evolution makes it safer.)
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  * Fix a mistake a little bit later: “Oops! I broke the tests three
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    commits back, but only noticed it now—I'll just update back to the
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    bad changeset, fix my mistake, amend the changeset, and evolve
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    history to update the affected changesets.”
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  * Remove unwanted changes: “I hacked in some debug output two
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    commits back; everything is working now, so I'll just prune that
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    unwanted changeset and evolve history before pushing.”
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  * Share mutable history with yourself: say you do most of your
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    programming work locally, but need to test on a big remote server
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    somewhere before you know everything is good. You can use
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    ``evolve`` to share mutable history between two computers, pushing
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    finely polished changesets to a public repository only after
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    testing on the test server.
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  * Share mutable history for code review: you don't want to publish
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    unreviewed changesets, but you can't block every commit waiting
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    for code review. The solution is to share mutable history with
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    your reviewer, amending each changeset until it passes review.
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  * Explore and audit the rewrite history of a changeset. Since Mercurial is
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    tracking the edits you make to a changeset, you can look at the history of
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    these edits. This is similar to Mercurial tracking the history of file
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    edits, but at the changeset level.
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Why the `evolve` extension?
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---------------------------
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Mercurial core already has some support for `changeset evolution`_ so why have a
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dedicated extension?
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The long-term plan for ``evolve`` is to add it to core Mercurial. However,
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having the extension helps us experiment with various user experience
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approaches and technical prototypes. Having a dedicated extension helps current
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users deploy the latest changes quickly and provides developers with low latency
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feedback.
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Whenever we are happy with a experimental direction in the extension, the
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relevant code can go upstream into Core Mercurial.
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Development status
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------------------
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While well underway, the full implementation of the `changeset evolution`_
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concept is still a work in progress. Core Mercurial already supports many of the
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associated features, but for now they are still disabled by default. The current
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implementation has been usable for multiple years already, and some parts of it
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are used in production by multiple projects and companies (including the
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Mercurial project itself, Facebook, Google, etc…).
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However, there are still some areas were the current implementation has gaps.
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This means some use cases or performance issues are not handled as well as they
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currently are without evolution. Mercurial has been around for a long time and
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is strongly committed to backward compatibility. Therefore turning evolution on
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by default today could regress the experience of some of our current users. The
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features will only be enabled by default at the point where users who do not use
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or care about the new features added by evolution won't be negatively impacted
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by the new default.
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You can find the `evolution roadmap in the wiki`_.
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.. # .. _`this query`: https://bz.mercurial-scm.org/buglist.cgi?component=evolution&bug_status=UNCONFIRMED&bug_status=CONFIRMED&bug_status=NEED_EXAMPLE
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Resources
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---------
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  * For a practical guide to using ``evolve`` in a single repository,
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    see the `user guide`_.
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  * For more advanced tricks, see `sharing mutable history`_.
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  * To learn about the concepts underlying ``evolve``, see `concepts`_
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    (incomplete).
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  * If you're coming from MQ, see the `MQ migration guide`_ (incomplete).
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.. _`user guide`: user-guide.html
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.. _`sharing mutable history`: sharing.html
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.. _`concepts`: concepts.html
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.. _`MQ migration guide`: from-mq.html
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.. _`evolution roadmap in the wiki`: https://www.mercurial-scm.org/wiki/CEDRoadMap