docs/index.rst
author Pierre-Yves David <pierre-yves.david@octobus.net>
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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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.. toctree::
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   :maxdepth: 2
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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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`evolve`_ is an experimental Mercurial extension for safe mutable history.
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.. _`evolve`: https://www.mercurial-scm.org/wiki/EvolveExtension
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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—they are carved in stone for all
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eternity.
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For years, Mercurial has included various extensions that allow
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history modification: ``rebase``, ``mq``, ``histedit``, and so forth.
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These are useful and popular extensions, and in fact history
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modification is one of the big reasons DVCSes (distributed version
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control systems) like Mercurial took off.
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But 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 made invisible.
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``evolve`` makes things better in a couple of ways:
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  * It changes the behaviour of most existing history modification
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    extensions (``rebase``, ``histedit``, etc.) so they use a safer
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    mechanism (*changeset obsolescence*, covered below) rather than
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    the older, less safe *strip* operation.
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  * It provides a new way of modifying history that is roughly
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    equivalent to ``mq`` (but much nicer and safer).
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It helps to understand that ``evolve`` builds on infrastructure
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already 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. We'll cover phases early in the
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    user guide, since understanding phases is essential to
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    understanding ``evolve``.
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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 an
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    invisible feature until you start using ``evolve``, so we'll cover
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    it in the user guide too.
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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 existing
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    features of core Mercurial, ``evolve`` 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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``evolve`` is experimental!
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---------------------------
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The long-term plan for ``evolve`` is to add it to core Mercurial.
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However, it is not yet stable enough for that. In particular:
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  * The UI is unstable: ``evolve``'s command names and command options
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    are not completely nailed down yet. They are subject to occasional
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    backwards-incompatible changes. If you write scripts that use
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    evolve commands, a future release could break your scripts.
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  * There are still some corner cases that aren't handled yet. If you
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    think you have found such a case, please check if it's already
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    described in the Mercurial bug tracker (https://bz.mercurial-scm.org/).
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    Bugs in ``evolve`` are files under component "evolution": use
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    `this query`_ to view open bugs in ``evolve``.
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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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Installation and setup
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----------------------
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To use ``evolve``, you must:
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  #. Clone the ``evolve`` repository::
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       cd ~/src
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       hg clone http://hg.netv6.net/evolve-main
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  #. Configure the extension, either locally ::
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       hg config --local
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     or for all your repositories ::
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       hg config --edit
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     Then add ::
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       evolve=~/src/evolve-main/hgext3rd/evolve/
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     in the ``[extensions]`` section (adding the section if necessary). Use
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     the directory that you actually cloned to, of course.
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Next steps:
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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