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SimpleLock

A Mercurial extension offering simple file locking for unmergable files

Cloned for backup purposes from https://foss.heptapod.net/mercurial/tortoisehg/thg-build-deps/simplelock (thanks to Heptapod for providing Mercurial support).

Purpose

Mercurial is not well suited for development that involves (binary) files that cannot be merged. One example is specification development using tools such as Framemaker or Word. Parallel versions of files occur naturally in Mercurial, so in trying to prevent this, we are "going against the grain". At the same time, introducing a different tool like Subversion is obviously not very attractive.

Configuration

This locking feature requires a special purpose lock repository. The repository holding this extension is an appropriate lock repository, because it has an empty locked file. The team's lock repository must be globally accessible with the same write permissions as the work repositories.

Semantically one can think of the lock repository like a white-board. You write your name and file on it prior to editing any file, and then remove your name once your done. So long as all of your coworkers do the same, no merges will be required.

A single lock repository can manage locks for multiple work repositories. The suggested usage is to have a single lock repository per organization.

This extension must be enabled. On Windows it will be packaged with TortoiseHg > 3.7 and simply needs to be enabled in the Settings tool. On Linux the extension must be configured in ~/.hgrc by adding these lines:

#!python

[extensions]
simplelock = location of simplelock.py

To test that this was done correctly, try 'hg help simplelock'. You should see the extension help text. Each user must clone the team's lock repository and configure the location of this clone:

#!python

[simplelock]
repo = ~/work/locks

Now 'hg locks' should list the locked files in your work repository.

An .hglocks file can be added to each work repository, describing the patterns of files which are considered lockable. The format is the same as .hgignore. These files will be shown by 'hg locks -u' and they will be displayed by the TortoiseHg lock dialog even when unlocked. It makes it easier to find the files which are frequently locked. You may lock files even if they are not in this list.

Workflow

Use of the locking API is completely voluntary. The users must use discipline to remember to lock files before editing them, and then unlock them again after committing and pushing their changes.

The crucial thing is that users stay up to date with changes from others by pulling from the central team repository often and pushing as soon as modifications are done. If you are not editing the most recent version of the file, then locking will not prevent a merge. The workflow looks like this:

  • hg lock FILE
  • hg pull --update
  • edit FILE
  • hg commit FILE
  • hg push
  • hg unlock FILE

Note that the only operation that enforces the lock is the lock command itself. The lock will fail if the file is already locked. If users do not consistently acquire the lock prior to editing the file, then merges can still be required.

Commands

The simplelock extension adds three new commands to Mercurial.

  1. hg locks - lists locked files in the current work repository.
  2. hg lock FILE - marks a file as locked. This adds a line to the locked file in the user's local lock repository containing the repository identifier, the current branch of the work repository, the user's name (as it is known to Mercurial), and the editing purpose - which defaults to 'editing'. The lock repository is then committed and pushed.
  3. hg unlock FILE - removes a locked file's lock information from the local user's lock repository. The lock repository is then committed and pushed.

lock, and unlock operations might all fail in the push phase if some other user has pushed changes to the lock repository since the last time you synchronized. If they fail you should retry the failed locking operation.

Details

The file locks are named-branch aware. A lock only pertains to the named branch on which it was made. In this regard the lock tool assumes that named-branches are long lived and seldom (or never) merged.

Only the user who locked a files is allowed to unlock it using the 'hg unlock' command, unless --force is specified (in an emergency).

The master lock repository must be publishing, meaning commits pushed to it must become public phase.

It is highly recommended to use the mercurial keyring extension or other mechanism to avoid having to enter passwords for each operation.

See Also

Note there are two other locking extensions, each with different pros and cons:

  1. https://www.mercurial-scm.org/wiki/LockExtension
  2. https://bitbucket.org/sorenmat/hglock/

The notable benefits of this extension are that it does not require any additional infrastructure, just a public lock repository, plus it has TortoiseHg integration.

Full disclosure: I borrowed some of the excellent prose of the LockExtension for this README

TODO

  • read-only marking of unlocked lockable files (.hglocks)
  • post-push hook to auto-unlock locked files

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Mercurial simplelock Extension

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