9.4 Branch Types
The following are the commonly referred to types of Branches
9.4.1 Release Branches
Most software has a typical life cycle: code, test, release, repeat. There are two problems with this process. First, developers need to keep writing new features while quality assurance teams take time to test supposedly stable versions of the software. New work cannot halt while the software is tested. Second, the team almost always needs to support older, released versions of software; if a bug is discovered in the latest code, it most likely exists in released versions as well, and customers will want to get that bug fix without having to wait for a major new release.
Here's where version control can help. The typical procedure looks like this:
  • Developers commit all new work to the trunk. Day-to-day changes are committed to /trunk: new features, bug fixes, and so on.
  • The trunk is copied to a “release” branch. When the team thinks the software is ready for release (say, a 1.0 release), /trunk might be copied to /branches/1.0.
  • Teams continue to work in parallel. One team begins rigorous testing of the release branch, while another team continues new work (say, for version 2.0) on /trunk. If bugs are discovered in either location, fixes are ported back and forth as necessary. At some point, however, even that process stops. The branch is “frozen” for final testing right before a release.
  • The branch is tagged and released. When testing is complete, /branches/1.0 is copied to /tags/1.0.0 as a reference snapshot. The tag is packaged and released to customers.
  • The branch is maintained over time. While work continues on /trunk for version 2.0, bug fixes continue to be ported from /trunk to /branches/1.0. When enough bug fixes have accumulated, management may decide to do a 1.0.1 release: /branches/1.0 is copied to /tags/1.0.1, and the tag is packaged and released.
This entire process repeats as the software matures: when the 2.0 work is complete, a new 2.0 release branch is created, tested, tagged, and eventually released. After some years, the repository ends up with a number of release branches in “maintenance” mode, and a number of tags representing final shipped versions.
9.4.2 Feature Branches
A feature branch is a temporary branch created to work on a complex change without interfering with the stability of /trunk. Unlike release branches (which may need to be supported forever), feature branches are born, used for a while, merged back to the trunk, and then ultimately deleted. They have a finite span of usefulness.
Again, project policies vary widely concerning exactly when it's appropriate to create a feature branch. Some projects never use feature branches at all: commits to /trunk are a free-for-all. The advantage to this system is that it's simple—nobody needs to learn about branching or merging. The disadvantage is that the trunk code is often unstable or unusable. Other projects use branches to an extreme: no change is ever committed to the trunk directly. Even the most trivial changes are created on a short-lived branch, carefully reviewed, and merged to the trunk. Then the branch is deleted. This system guarantees an exceptionally stable and usable trunk at all times, but at the cost of tremendous process overhead.
Most projects take a middle-of-the-road approach. They commonly insist that /trunk compile and pass regression tests at all times. A feature branch is required only when a change requires a large number of destabilizing commits. A good rule of thumb is to ask this question: if the developer worked for days in isolation and then committed the large change all at once (so that /trunk were never destabilized), would it be too large a change to review? If the answer to that question is “yes,” the change should be developed on a feature branch. As the developer commits incremental changes to the branch, they can be easily reviewed by peers.
Finally, there's the issue of how to best keep a feature branch in “sync” with the trunk as work progresses. As we mentioned earlier, there's a great risk to working on a branch for weeks or months; trunk changes may continue to pour in, to the point where the two lines of development differ so greatly that it may become a nightmare trying to merge the branch back to the trunk.
This situation is best avoided by regularly merging trunk changes to the branch. Make up a policy: once a week, merge the last week's worth of trunk changes to the branch.
When you are eventually ready to merge the “synchronized” feature branch back to the trunk, begin by doing a final merge of the latest trunk changes to the branch. When that's done, the latest versions of branch and trunk are absolutely identical except for your branch changes.
9.4.3 Vendor Branches
As is especially the case when developing software, the data that you maintain under version control is often closely related to, or perhaps dependent upon, someone else's data. Generally, the needs of your project will dictate that you stay as up to date as possible with the data provided by that external entity without sacrificing the stability of your own project. This scenario plays itself out all the time—anywhere that the information generated by one group of people has a direct effect on that which is generated by another group.
 For example, software developers might be working on an application that makes use of a third-party library. Subversion has just such a relationship with the Apache Portable Runtime (APR) library (see the section called “The Apache Portable Runtime Library”). The Subversion source code depends on the APR library for all its portability needs. In earlier stages of Subversion's development, the project closely tracked APR's changing API, always sticking to the “bleeding edge” of the library's code churn. Now that both APR and Subversion have matured, Subversion attempts to synchronize with APR's library API only at well-tested, stable release points.
If your project depends on someone else's information, you could attempt to synchronize that information with your own in several ways. Most painfully, you could issue oral or written instructions to all the contributors of your project, telling them to make sure they have the specific versions of that third-party information that your project needs. If the third-party information is maintained in a Subversion repository, you could also use Subversion's externals definitions to effectively “pin down” specific versions of that information to some location in your own working copy (see the section called “Externals Definitions”).
But sometimes you want to maintain custom modifications to third-party code in your own version control system. Returning to the software development example, programmers might need to make modifications to that third-party library for their own purposes. These modifications might include new functionality or bug fixes, maintained internally only until they become part of an official release of the third-party library. Or the changes might never be relayed back to the library maintainers, existing solely as custom tweaks to make the library further suit the needs of the software developers.
Now you face an interesting situation. Your project could house its custom modifications to the third-party data in some disjointed fashion, such as using patch files or full-fledged alternative versions of files and directories. But these quickly become maintenance headaches, requiring some mechanism by which to apply your custom changes to the third-party code and necessitating regeneration of those changes with each successive version of the third-party code that you track.
The solution to this problem is to use vendor branches. A vendor branch is a directory tree in your own version control system that contains information provided by a third-party entity, or vendor. Each version of the vendor's data that you decide to absorb into your project is called a vendor drop.
Vendor branches provide two benefits. First, by storing the currently supported vendor drop in your own version control system, you ensure that the members of your project never need to question whether they have the right version of the vendor's data. They simply receive that correct version as part of their regular working copy updates. Second, because the data lives in your own Subversion repository, you can store your custom changes to it in-place—you have no more need of an automated (or worse, manual) method for swapping in your customizations.
General Vendor Branch Management Procedure
Managing vendor branches generally works like this: first, you create a top-level directory (such as /vendor) to hold the vendor branches. Then you import the third-party code into a subdirectory of that top-level directory. You then copy that subdirectory into your main development branch (e.g., /trunk) at the appropriate location. You always make your local changes in the main development branch. With each new release of the code you are tracking, you bring it into the vendor branch and merge the changes into /trunk, resolving whatever conflicts occur between your local changes and the upstream changes.