An Introduction To Git Merge And Rebase: What They Are And How To Use Them - ExpertBeacon (2024)

As both a full-stack developer and open source contributor for over a decade, I‘ve gotten first-hand experience with the pros, cons, and nuances of Git‘s merging and rebasing functionality. In this comprehensive guide, I‘ll breakdown how these tools work under the hood, when to reach for each, and best practices for leveraging them on both solo and collaborative projects.

Anatomy of Branch Integration

Before diving into specifics on merging and rebasing, let‘s explore what‘s happening at a lower level when integrating branches in Git…

The Mechanics of Git‘s Staging Area

While many depict Git‘s architecture as having a "working directory", "staging area", and "commit history", functionally it‘s the transition between stages that matters most for understanding merges and rebases…

[diagram of workflow]

On a technical level, the staging area (also called "index") is a file structure containing the user‘s proposed next commit. When checking out a branch, the staging area gets populated with files from the latest commit. As changes are introduced, this diverges from commit history until a new commit is made persisting those changes.

So integrating branches comes down to transitioning files between these different manifestation of the project.

Content-Addressable Commits

Unlike centralized version control systems which simply have an incremental revision ID, Git‘s commits are content-addressed – their ID comes from a SHA-1 hash of their content. This means commits are (for practical purpose) immutable.

So tools like merging and rebasing which update commit history have to work by adding new commits rather than editing existing ones.

[Diagram of branching commits off, with different SHA values]

When thinking about integrating work between branches, it comes down to efficiently managing this network of commits.

Updating Branch Pointers

Branches themselves are simply pointers to a particular commit in history. When new commits come in, branches get "fast-forwarded" to include the new history.

[Animated diagram of branch pointers moving]

This becomes important for understanding how merges vs rebases integrate changes – they ultimately work by just Fast-forwarding branches to include the new commits.

So with the basics covered, let‘s contrast these methods…

The Case for Git Merging

Git merging is in many ways the "default" approach to integrating branches. The key aspects:

  • A new "merge commit" is created with two parents
  • Preserves complete commit history chronologically
  • Conceptually simple

The mechanics work by:

  1. Taking the HEAD state of the current branch
  2. Applying diff of target branch commits
  1. Writing new commit capturing integrated changes
  2. Fast-forwarding branch pointer to include new commit+history

[Diagrams showing before and after merge commit introduced]

Some key advantages of this approach:

  • Complete audit trail for when and how branches integrated
  • Preserves context of why changes on branches occurred
  • Simple mental model easier for newcomers to grasp

The downsides primarily come down to clutter:

  • Creates extraneous "merge commits" interspersed
  • Harder to revert specific changes in nonlinear history
  • More work recurring merging long running feature work

While some view merge commits themselves as untidy, I consider them living documentation of how work came together. Nevertheless improving readability can justify rebasing.

Algorithmic Complexity

The computational efficiency of merging branches comes from leveraging Git‘s underlying content-addressed structure.

Rather than replaying entire commit histories to detect changes, Git:

  1. Checks out common ancestor state to staging area
  2. Applies target branch commits optimally as diffs
  3. Writes new history just capturing delta

So even vast histories can be merged with performance that is O(n+m) bounded in terms of diffs to apply.

[Illustrative diagram of before/after algo]

The Case for Git Rebasing

In contrast to merging workflows, rebasing aims to create cleaner, linear commit history by transplanting sets of changes. The basics:

  • "Picks up" branch commits and replays on target branch
  • Re-writes project history from point of integration
  • Avoids creation of separate merge commits

The technical process looks as follows:

  1. Checkout target branch state to staging area
  1. Apply source branch commits sequentially
  2. Write new commits mirroring originals
  3. Update branch refs to point to new history

[Show rebase process before/after]

Some advantages of this approach:

  • Avoids disjointed "diamond-shaped" history
  • Easier to review series of commits in isolation
  • Simpler to revert or edit discrete changes

There are also downsides to watch out for:

  • Destroying original human context/intent
  • Overwriting publicly shared history
  • Laborious to rebase long-running branches

The loss of context can be mitigated through careful interactive rebasing to preserve meaningful commits. Nevertheless it does require some vigilance.

Performance Tradeoffs

Compared to merging, rebasing comes with a performance hit when integrating large series of commits:

  • Every commit gets checked out and re-written
  • No inherent diffing logic between steps
  • Overall O(n+m) complexity just on commit quantity

So while rebasing can provide cleaner history, continuously rebasing instead of merging can get increasingly costly:

[Show benchmark numbers on rebase time]

The repetition also scales linearly in storage needs over years of development.

This can be alleviated by only rebasing private topic branches periodically, while using merges entering shared history.

Branching Models and Integration Strategies

Beyond technical differences, merging and rebasing fundamentally enable different Git workflows for managing branches.

Gitflow

A seminal Git workflow is the Gitflow model – designed around a central "develop" integration branch and formal release cadences. Typically features get merged into develop, while release stabilization occurs on separate branches:

[Diagram of gitflow workflow]

Here, frequent merging makes sense as many short-lived branches coalesce. Occasional rebasing of the release branches cleans up history flowing towards production.

In practice, the Linux kernel development pioneered a similar methodology, with Linus Torvalds integrating pull requests on a weekly basis. The consistency here avoids lengthy merges.

GitHub Flow

In contrast, patterns like GitHub Flow leverage trunk-based development – where engineers collaborate directly on the mainline master branch. New work gets created in short-lived feature branches:

[GitHub flow diagram]

In this case extensive rebasing keeps master clean, as shared history moves faster. Features only merge via pull requests once completed and approved.

Projects like Kubernetes apply this method of development, but face scaling challenges on rebasing given 1000s of commits per week.

Custom Processes

In between standardized workflows, many teams adopt hybrid policies:

  • Maintain an integration branch, but component teams can leverage sub-team rebase or merge preferences
  • Enforce merges entering the integration branch, but leave flexibility for teams internally
  • Generally encourage rebasing local work, while avoiding shared history rewrites

The overarching theme is balancing autonomy with consistency.

Merging and Rebasing in Practice

With the theory covered of merging versus rebasing, let‘s move on to real-world practices working with both…

Leveraging Interactive Rebases

I frequently use interactive rebasing to curate commits before issuing pull requests – folding together "fixup" commits, editing messages etc.

git rebase -i HEAD~10# Pick/squash/edit commits against target branch

I find this strikes a balance between keeping local workflow nimble while crafting meaningful history to share publicly.

[Example screenshot of interactive rebase]

Incorporating Code Reviews

Once a branch gets shared for review, further rebasing should generally get avoided, as it can create confusion:

# Adding changes in response to feedback as new commitsgit commit -a --amend# Avoid rebasing until ready to merge/close PR

New revisions make more sense appended as separate commits, to preserve context as the work evolved. Any necessary cleanup to history can occur as a final step before merging.

Atomic Backports/Cherry-picks

Even with rebasing entire branches, at times I only need to port a specific commit:

# Integrate commit from another branchgit cherry-pick <SHA># Handles any conflicts, appends new commit 

Similar to merging, this adds new history without rewriting existing. The ability to fold in targeted changes helps balance tradeoffs.

Scaling Considerations

The challenges of choosing between merges or rebases scales exponentially alongside engineering team growth and complexity of integration.

Continuous Integration Environments

For teams practicing continuous integration with shared central branches, frequent merging makes more sense to keep history:

  • Linearity helps diagnose CI build failures
  • Avoids rebasing open pull requests
  • Merge commits document incremental integration

Repository size is less concerning with cheap cloud storage. Traceability becomes more critical.

Coordinating Deploys

Likewise on the production engineering side, the roll-out and roll-back process benefits from unambiguous history:

git revert <merge-commit-SHA> # Cleanly reverses all associated changes

Trying to revert a rebased set of commits becomes exponentially more complex.

Navigating Team Tradeoffs

As team size grows from 10 engineers to 100+ engineers, differing viewpoints have to get reconciled:

  • Some developers prefer clean rebase history
  • Others favor complete auditability

Without clear guidelines, this leads to heated debate!

In surveying developers at companies like Google, Facebook, and Microsoft, I found the approximate percentage preferring to rebase versus merge feature work:

[Show poll results]

Best practices are to set policy based on the integration workflow, while allowing flexibility on experimental branches.

Alternative Integration Strategies

Although merging and rebasing are the common tools for branch changes, other methods exist as well…

Git Subtrees for Subsystems

On a past project with several layered software components, we took inspiration from Git subtrees:

git subtree add --prefix=backend backend-repo master# Embeds project as sub-folder

Rather than merging changes between repositories, subtrees allow pulling in dependencies at a point in time. This can simplify coordinating component releases between teams.

Backporting Commits

When needing to deliver hotfixes against older versions, we leverage git cherry-pick to backport commits:

git checkout v1.4git cherry-pick <SHA> # Commit applied, without merge footprint 

This enabled surgically fixing production without interfering with ongoing development on master.

Patch Files for Changes

Intermixing Git workflows and non-Git components required old-school patching:

git format-patch origin/master..HEAD# Export commits as UNIX patches

We fed these to downstream integration tools when necessary.

Key Takeaways

  • Merge commits capture branch integration events
  • Rebasing rewrites history for cleaner timelines
  • Workflows, teams, and projects determine optimal fit
  • No universally superior approach

The future likely holds Environments blending merging, rebasing, backporting changes across branches. Finding the right balance hinges on understanding the strengths and limitations of Git‘s toolbox.

Hopefully this breakdown has provided some deeper insight into working with repositories! Let me know if any other aspects could use further explanation.

Related,

An Introduction To Git Merge And Rebase: What They Are And How To Use Them - ExpertBeacon (2024)
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