An Agile Perspective on Branching and Merging

This article focuses on branching and merging. We present some background for branching and merging, and consider some of the implications for agile development in particular. We also hope to reduce some of the suspicion that many agile developers have of branching. The article assumes some overall branching knowledge and yet revisits some particular details that often seem to confuse people. This is a fertile area which we will continue to expand on in future articles.

Branching and Merging
Branching is a mechanism for isolation and parallel development which is useful in many situations as discussed below. The advantage of branching with good tool support is that it allows you to merge changes between branches more easily, and in a less error prone manner than manually making the same code changes to the two separate branches (see Introduction to Branching from Streamed Lines).

There is little lasting value in branching if the branches will diverge indefinitely without propagating any changes. It may be seen as a short-term win that allows a new project to get up and running very quickly from an existing codebase for another product. But the gains of such persistent variants are very short-term, and the resulting long-term costs of proliferating code and effort across the same codebase can quickly overwhelm whatever short-term gain is to be had. So whenever we branch we almost always will need to merge back to another branch. Merging changes between branches does not come for free, and the associated costs and implications need to be carefully considered when deciding when and how to branch.

Agile Branching and Merging Considerations
Early and frequent feedback is a key element in all agile methods. Practices such as Continuous Integration help ensure integration issues are never left to fester for a long periods of time and then come back and bite you at inopportune moments (just when you are trying to get a release out the door), but instead confronted and resolved on a regular (at least daily) basis.

Some agile proponents strongly oppose branching, preferring to use alternative solutions for some scenarios where branching is usually a better fit, such as maintaining multiple releases. Of course, branching is not a panacea but the need to branch often stems from business reasons rather than technical ones. Maintaining multiple releases or custom variants is typically a business decision arising from a contractual agreement, or Service-Level Agreement (SLA), that is often a source of considerable additional revenue. So even though multiple maintenance may come at additional cost, it may often be fed by an additional revenue stream for that specific purpose. Branching is quite often the best way to meet those needs, and there are ways to branch that still allow us to be "agile" and focus upon delivering business value to our customers.

We have seen a number of projects work for considerable periods of time (months if not years) using a single mainline with no branches. The fact that they could is a testament to the soundness of their practices. Yet we as SCM professionals regularly encounter misunderstandings of what version branching and merging is all about, specifically what the state-of-the-art is as regards tools and processes.

Automatic Merging
The state-of-the-art in merging tools has come a long way. However, it bears repeating that there is no such thing as a 100% reliable merge program. Human intervention is invariably required at some point (almost reassuring in that there will still be some jobs around for the foreseeable future). All automated merge programs have their strengths and weaknesses but most are performing merges at the level of blocks of text. There is usually no difference in the algorithm for used for merging two text files containing poetry and two text files containing C++/Java or any other language you care to mention. Indeed, once it is possible to perform 100% correct merges at the semantic and syntactic level, the merge system may well be able to write whatever program we need 5 minutes before we know we needed it!

Having said that, we believe that the progress made in IDEs which support refactoring for some languages will support merging at the level of the parsed language tree rather than just purely at the textual level (at least for languages such as Java). For example, renaming a variable is not significant regarding the meaning of the resulting code, but can mean many different individual lines have changed between two versions. If one person renames the variable and another edits lines which use the old name, then the real changes will be obscured by "conflicts."



User Comments

Kylie Wilson's picture

Very insightful article. I came across which has some great free resources. They also have a free test which can gauge your readiness to take the pmp exam.

January 28, 2014 - 6:40am

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