Git Release Candidate Branches Strategy: Balancing Quality and Agility in Software Development

Pooya D. Gohardani
10 min readAug 8, 2023

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Photo from bluemooncandles

Introduction

Navigating the complex landscape of software development requires a strategic approach to branching. The choice influences collaboration, stability, and the success of releases. In this guide, we explore the powerful Release Candidate Branches strategy (RC), analyzing its strengths and how it excels in specific situations based on team size, testing strategy, and product complexity. While briefly touching on other strategies, our primary focus is on dissecting why and when the Release Candidate approach shines.

The Crucial Role of Branching Strategies

In the intricate world of software development, the choice of a branching strategy is akin to setting the architectural blueprint for a project. It’s a strategic decision that reverberates across the development lifecycle, influencing collaboration, code quality, and the efficiency of releases.

Branching strategies serve as the foundation on which developers build new features, fix bugs, and explore innovative ideas. They provide the structure needed to harmonize the often-chaotic process of parallel development. By creating separate paths within the codebase, branching strategies enable developers to work on distinct features or fixes without impacting the main codebase until they’re ready for integration.

A well-crafted branching strategy acts as a roadmap, guiding the flow of changes from development to testing, quality assurance, and ultimately to production. It facilitates the synchronization of teams, mitigates risks, and enhances the ability to deliver value to end-users consistently.

A Glimpse into Key Branching Approaches

Several branching strategies have emerged over time, each tailored to address specific challenges in software development. Here, we provide a glimpse into some prominent branching approaches that organizations often consider:

Feature Branch Workflow: This strategy revolves around creating individual branches for specific features or tasks. Developers work on isolated branches, ensuring that their changes do not conflict with the main codebase until they are fully developed, tested, and reviewed. Once a feature is ready, it’s merged back into the main branch.

Gitflow Workflow: Gitflow introduces a structured approach to branching. It consists of a main branch (often called “develop”) where ongoing development takes place, and multiple supporting branches for features, releases, and hotfixes. This method offers a clear separation of responsibilities and well-defined stages for different types of changes.

Trunk-Based Development: In this strategy, developers frequently commit their changes directly to the main branch. It emphasizes rapid iterations, encourages continuous integration, and minimizes the lifespan of feature branches. Automated testing plays a crucial role in maintaining stability.

GitHub Flow: GitHub Flow simplifies the branching model by having just one main branch, often named “main” or “master.” Developers create feature branches, work on changes, and then open pull requests to initiate reviews and discussions. Once approved, changes are merged into the main branch, which is automatically deployed to production.

Each of these strategies has its own merits and is suited for different scenarios. However, in this guide, our focus will be on the “Release Candidate Branches” strategy, which offers a unique perspective on controlled integration and testing, ideal for scenarios where collaboration, stability, and incremental releases are paramount.

The Power of Release Candidate Branches Strategy

In the intricate tapestry of software development, the “Release Candidate Branches” strategy emerges as a dynamic framework that strikes a harmonious chord between collaboration, stability, and incremental releases. This section delves into the core aspects of this strategy, unveiling its strength and applicability in the dynamic landscape of modern software engineering.

1. The Concept

At its heart, the “Release Candidate Branches” strategy centers on creating dedicated branches, known as release candidate branches, that serve as the focal point for feature integration and comprehensive testing. These branches provide a controlled environment where disparate features merge and undergo rigorous validation before making their way to production which inherently provide us with

  • Controlled Integration and Testing
  • Incremental Stability
  • Parallel Development and Collaboration
  • Safeguarding with Rollbacks

2. Controlled Integration and Testing: Pillars of Stability

Controlled integration lies at the heart of the strategy’s efficacy. Rather than merging features directly into the main codebase, developers integrate their work into a release candidate branch. This approach prevents the immediate infusion of untested code into the production pipeline, enhancing code quality and reducing the likelihood of conflicts.

Testing plays a pivotal role in maintaining stability. By aggregating multiple features within a release candidate branch, testing can be executed holistically, revealing potential interactions and conflicts that might not surface when features are tested in isolation. This comprehensive testing landscape significantly minimizes the risk of post-release disruptions, ultimately translating into a more stable end-product.

3. Incremental Stability: A Gradual Path to Confidence

The strategy’s emphasis on incremental stability is a key contributor to its success. With every iteration of a release candidate branch, the software grows incrementally more stable. Features undergo collective testing, identification of bugs, and subsequent fixes. This iterative approach fosters a culture of continuous improvement and affords development teams the luxury of fine-tuning the codebase without overhauling the entire system.

Each release candidate branch becomes a stepping stone, elevating the software’s reliability and user experience. This gradual path to confidence bolsters the assurance that each release is well-vetted and capable of delivering consistent value to end-users.

4. Parallel Development and Collaboration: A Balanced Approach

Parallel development takes center stage within the “Release Candidate Branches” strategy. Multiple teams or developers can independently work on their assigned features within their respective feature branches. These features are subsequently merged into the release candidate branch, ensuring that diverse functionalities coalesce harmoniously.

This balanced approach facilitates collaboration without inducing chaos. Teams can innovate, iterate, and troubleshoot their features without inadvertently affecting others’ work. The integration at the release candidate branch level acts as a controlled confluence, where the puzzle pieces come together seamlessly.

5. Safeguarding with Rollbacks: Navigating Risks

In the realm of software development, uncertainty is an ever-present companion. However, the “Release Candidate Branches” strategy offers a safety net: the ability to roll back. In the event that unforeseen issues arise in the main codebase or a release, the stable release candidate branch becomes a refuge. A well-tested and stable release candidate can be deployed quickly to mitigate risks and restore normalcy, safeguarding the user experience and minimizing disruptions.

Unlocking the Benefits of Release Candidate Strategy

Amidst the intricate puzzle of branching strategies, the “Release Candidate Branches” approach stands as a beacon of strategic excellence, offering a curated blend of collaboration, stability, and incremental releases. This section delves into the strategic advantages of this strategy, shedding light on the scenarios where it emerges as a particularly potent choice.

1. Tailored Excellence: Strategic Use Cases

The efficacy of the “Release Candidate Branches” strategy becomes most pronounced in scenarios that demand meticulous testing, controlled integration, and streamlined collaboration. By offering a systematic approach to feature development and release preparation, this strategy shines in situations that require a harmonious balance between innovation and stability.

2. Optimizing Team Size and Dynamics

For medium to large development teams, the “Release Candidate Branches” strategy serves as an orchestrating force. As multiple developers collaborate on diverse features, the controlled integration provided by release candidate branches minimizes code conflicts and ensures seamless confluence. The strategy aligns with team dynamics, fostering organized collaboration without impeding progress.

3. Mastering Complex Product Landscapes

In the realm of complex products with intricate interdependencies like banking and payments, the incremental stability offered by the strategy becomes invaluable. The phased integration of features within release candidate branches ensures that every release represents a cohesive symphony of functionalities. The strategy navigates the complexities of product landscapes, where each piece must harmonize with others to create a seamless user experience.

4. Leverage of Staging Environments and Robust Testing

Organizations fortified with dedicated staging environments and robust testing frameworks find the “Release Candidate Branches” strategy particularly advantageous. The controlled integration of features within release candidate branches aligns perfectly with the concept of a staging environment — a controlled playground for comprehensive testing. This approach minimizes the likelihood of unanticipated bugs and conflicts making their way to production.

By leveraging staging environments and testing infrastructure, the strategy paves a path toward delivering high-quality software that meets user expectations and avoids the pitfalls of rushed deployments.

Seamlessly Implementing the Release Candidate Approach

Implementing the “Release Candidate Branches” strategy requires a meticulous orchestration of processes and thoughtful integration into the development workflow. This section outlines a step-by-step guide for seamlessly integrating this approach into your software development lifecycle.

1. Crafting a Strategic Branching Blueprint

Start by defining a clear branching strategy that aligns with the “Release Candidate Branches” approach. Establish naming conventions for release candidate branches and feature branches, ensuring consistency and clarity across the development team. Document the branching strategy to serve as a reference point for all team members.

2. Orchestrating Feature Development and Integration

Development teams initiate work by creating individual feature branches based on the latest main branch. These feature branches serve as sandboxes for feature development, allowing developers to innovate without directly impacting the main codebase.

As features are developed, ensure regular communication and coordination among team members. Encourage diligent code reviews and testing within feature branches to maintain code quality and identify issues early.

3. Engineering Release Candidate Branches: The How and Why

At predefined intervals for example during a Planning event when you define the next release, you can create release candidate branches from the main branch. Name these branches to reflect the version they represent (e.g., “release/v1.0”). These branches act as integration points for the features developed in individual feature branches.

Integrate completed and tested feature branches into the current release candidate branch. As features come together, conduct comprehensive testing within the release candidate branch to identify any conflicts, interactions, or bugs.

What to do if we have a conflict?

Imagine you have two feature branches that are dependent on each other and you can not solve the conflict easily in one of the feature branches, at this point, you can create an integration branch with a proper name to reflect the features it includes. This branch is simply an intermediate branch to keep the merged state of those features and from this point, you can ignore those feature branches and just continue with this new branch like a new feature branch.

Based on experience, this issue usually occurs in two situations

  1. When we do not properly define our features, that is, the feature is not small enough to be implemented in smaller chunks.
  2. There are design smells and parts of the code are tightly coupled.

So my two cents is to always pay attention to these items in the earlier stage of your development to prevent future headaches.

4. Comprehensive Validation and Testing Protocols

The heart of the “Release Candidate Branches” strategy lies in its rigorous testing phase. Leverage automated testing frameworks and tools to ensure comprehensive coverage. Execute unit tests, integration tests, and end-to-end tests to validate the stability and functionality of the integrated features.

Manual testing also plays a crucial role. Involve QA teams in thorough testing within the release candidate branch to identify potential issues that automated tests might miss. Collect feedback and bug reports to refine the software further.

What to do if we found a bug?

In this case, you simply fix the bug in its corresponding feature branch, and then you should merge that feature branch back to all the Release branches that include that feature. And pay attention to not adding any code to the RC branches otherwise, you will buy lots of potential headaches for yourself.

5. Finalizing Releases and Marking Versions

To streamline the process, integrate the “Release Candidate Branches” strategy into your CI/CD pipeline. Configure your pipeline to trigger automated tests whenever changes are pushed to release candidate branches. Set up deployment stages that promote releases from the release candidate branch to the main branch and then to production environments.

Automated deployment ensures consistency, reduces human error, and accelerates the delivery of stable releases to end users.

My two cents here is to think of automation while you are going to implement this strategy within your team, this way you will gain the benefits of this strategy more effectively.

The Release Candidate branching strategy

As you can see in the above image, we have a Main branch which is our only durable branch. And in this example, we defined three release candidate branches (RC1, RC2, and RC3). RC1 will only have Feature A, RC2 will have Feature A and B while RC3 will have Feature A and C.

Everything looks fine with RC1 and RC2 and we can progress normally but we noticed an unresolvable conflict between Feature A and Feature C. At this point, as it is also mentioned earlier, we can create an integration branch from one of the branches (shown in yellow) and merge the other branch into this new branch. From this point, we must continue with the integration branch instead of maintaining the Feature A or Feature C branches for this release candidate branch (RC3). In this specific example, you see that Feature C is not used in any other RC branches but Feature A is used, so you can continue with the maintenance of Feature A until you release one of the release candidates that include it.

Conclusion

While the GIT realm offers an array of branching strategies, the “Release Candidate Branches” approach stands out as a beacon of controlled integration and testing and its focus on meticulous testing and orderly integration establishes it as a robust choice for projects prioritizing quality and user satisfaction. By embracing the “Release Candidate Branches” approach, development teams forge a path of collaboration, stability, and successful releases.

References

Please let me know if the links are obsolete.

  1. A successful Git branching model
  2. Select an effective branching strategy
  3. A scalable Git branching model
  4. What Are the Best Git Branching Strategies

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