@title Arcanist User Guide: Configuring a New Project
@group userguide

Explains how to configure Arcanist projects with `.arcconfig` files.

= Overview =

In most cases, you should be able to use `arc` without specifically configuring
your project for it. If you want to adjust `arc` behaviors, you can create a
`.arcconfig` file in your project to provide project-specific settings.

= .arcconfig Basics =

An `.arcconfig` file is a JSON file which you check into your project's root.

Arcanist uses `.arcconfig` files to customize a number of things about its
behavior. The first thing you're likely to want to configure is the URI
for your Phabricator install. A simple, valid file looks something like this:

  name=.arcconfig
  {
    "phabricator.uri" : "https://phabricator.example.com/"
  }

For details on available options, see below.

NOTE: You should commit your `.arcconfig` file! It contains project
configuration, not user configuration.

= Advanced .arcconfig =

Common options are:

  - **phabricator.uri**: the URI for the Phabricator install that `arc` should
    connect to when run in this project. This option was previously called
    `conduit_uri`.
  - **repository.callsign**: The callsign of this repository in Diffusion.
    Normally, `arc` can detect this automatically, but if it can't figure it out
    you can specify it explicitly. Use `arc which` to understand the detection
    process.
  - **history.immutable**: Configures `arc` to use workflows which never rewrite
    history in the working copy. By default, `arc` will perform some rewriting
    of unpublished history (amending commit messages, squash merging) on some
    workflows in Git. The distinctions are covered in detail below.

Other options include:

  - **load**: list of additional Phutil libraries to load at startup.
    See below for details about path resolution, or see
    @{article:libphutil Libraries User Guide} for a general introduction to
    libphutil libraries.
  - **project.name**: name an "Arcanist Project" to associate this working
    copy (Git, Mercurial) or directory (SVN) with. Previously, this was a
    required option, but `arc` can now usually operate without it in Git and
    Mercurial. This option was previously called `project_id`.
  - **https.cabundle**: specifies the path to an alternate certificate bundle
    for use when making HTTPS connections.
  - **lint.engine**: the name of a subclass of
    @{class@arcanist:ArcanistLintEngine}, which should be used to apply lint
    rules to this project. See @{article:Arcanist User Guide: Lint}.
  - **unit.engine**: the name of a subclass of
    @{class@arcanist:ArcanistBaseUnitTestEngine}, which should be used to apply
    unit test rules to this project. See
    @{article:Arcanist User Guide: Customizing Lint, Unit Tests and Workflows}.

These options are supported, but their use is discouraged:

  - **http.basicauth.user**: specify an HTTP basic auth username for use when
    connecting to Phabricator.
  - **http.basicauth.pass**: specify an HTTP basic auth password for use when
    connecting to Phabricator.
  - **https.blindly-trust-domains**: a list of domains to trust blindly over
    HTTPS, even if their certificates are invalid. This is a brute force
    solution to certificate validity problems, and is discouraged. Instead,
    use valid certificates.

For a complete list of options, run `arc get-config`. Although all
options can be set in `.arcconfig`, some options (like `editor`) usually do not
make sense to set here because they're likely to vary from user to user.

= History Mutability =

Arcanist workflows run in two broad modes: either history is //mutable// or
//immutable//. Under a //mutable// history, `arc` commands may rewrite the
working copy history; under an //immutable// history, they may not.

You control history mutability by setting `history.immutable` to `true` or
`false` in your configuration. By default, it is `false` in Git (i.e.,
//mutable//) and `true` in Mercurial (i.e., //immutable//). The sections below
explain how these settings affect workflows.

== History Mutability: Git ==

In a workflow with //mutable// history, you rewrite local history. You develop
in feature branches, but squash or amend before pushing by using ##git commit
--amend##, ##git rebase -i##, or `git merge --squash`. Generally, one idea in
the remote is represented by one commit.

In a workflow with //immutable// history, you do not rewrite local history. You
develop in feature branches and push them without squashing commits. You do not
use ##git commit --amend## or ##git rebase -i##. Generally, one idea in the
remote is represented by many commits.

Practically, these are the differences you'll see based on your setting:

  - **Mutable**
    - `arc diff` will prompt you to amend lint changes into HEAD.
    - `arc diff` will amend the commit message in HEAD after creating a
      revision.
    - `arc land` will default to the `--squash` strategy.
    - `arc amend` will amend the commit message in HEAD with information from
      the corresponding or specified Differential revision.
  - **Immutable**
    - `arc diff` will abort if it makes lint changes.
    - `arc diff` will not amend the commit message in HEAD after creating a
      revision.
    - `arc land` will default to the `--merge` strategy.
    - `arc amend` will exit with an error message.

== History Mutability: Mercurial ==

Before version 2.2, stock Mercurial has no history mutation commands, so
this setting has no effect. With Mercurial 2.2. or newer, making history
//mutable// means:

  - **Mutable** (versions 2.2 and newer)
    - `arc diff` will amend the commit message in `.` after creating a
      revision.
    - `arc amend` will amend the commit message in `.` with information from
      the corresponding or specified Differential revision.
  - **Immutable** (or versions prior to 2.2)
    - `arc diff` will not amend the commit message in `.` after creating a
      revision.
    - `arc amend` will exit with an error message.

= How Libraries Are Located =

If you specify an external library to load, like 'examplelib', and use a
relative path like this:

  {
    ...
    "load": [
      "examplelib/src"
    ],
    ...
  }

...arc looks for it by trying these paths:

  - `path/to/root/examplelib/src/` First, arc looks in the project's root
    directory (where the .arcconfig lives) to see if the library is part of
    the project. This makes it easy to just put project-specific code in a
    project.
  - `path/to/root/../examplelib/src/` Next, arc looks //next to// the project's
    root directory to see if the library is in a sibling directory. If you
    work with several repositories, this makes it easy to put all the `arc`
    code in one repository and just check it out in the same directory as
    everything else.
  - `php/include/path/examplelib/src` Finally, arc falls back to PHP, which
    will look in paths described in the `include_path` php.ini setting. This
    allows you to install libraries in some global location if you prefer.

You can alternately supply an absolute path, like `/var/arc/examplelib/src`, but
then everyone will need to install the library at that exact location.

NOTE: Specify the path to the directory which includes
`__phutil_library_init__.php`. For example, if your init file is in
`examplelib/src/__phutil_library_init__.php`, specify `examplelib/src`,
not just `examplelib/`.

The general intent here is:

  - Put project-specific code in some directory in the project, like
    `support/arc/src/`.
  - Put shared code (e.g., which enforces general coding standards or hooks
    up to unit tests or whatever) in a separate repository and check it out
    next to other repositories.
  - Or put everything in some standard location and add it to `include_path`.

= Running Without .arcconfig =

Although you don't need to set up `.arcconfig`, and you can run `arc` command
that require a working copy in any Git, Subversion or Mercurial working copy,
some features won't work unless you set up an `.arcconfig` file.

Without `.arcconfig`:

  - You will need to set a default Phabricator URI with
    `arc set-config default <uri>`, or specify an explicit URI
    with `--conduit-uri` each time you run a command.
  - You will not be able to run linters through arc unless you pass `--engine`
    explicitly.
  - You will not be able to customize certain linter parameters even with
    `--engine`.
  - You will not be able to run unit tests through arc unless you pass
    `--engine` explicitly.
  - You will not be able to trigger lint and unit integration through
    `arc diff`.
  - You will not be able to put Git working copies into immutable history mode
    (see below).
  - You will not be able to specify a repository encoding. UTF-8 will be assumed
    if you do not pass `--encoding`.
  - You will not be able to add plugins to arc to modify existing workflows or
    add new ones.
  - You will not be able to load additional libraries unless you specify them
    explicitly with `--load-phutil-library`.
  - Symbol index integration, which allows users to click function or class
    names in Differential and jump to their definitions, will not work.
  - `arc patch` will be unable to detect that you are applying changes to the
    wrong project.
  - In Subversion, `arc` will be unable to determine the canonical root
    of a project, and will assume it is the working directory (in Subversion
    prior to 1.7) or the root of the checkout (in Subversion after 1.7). This
    means the paths of files in diffs won't be anchored to the same place,
    and will have different amounts of path context, which may be confusing for
    reviewers and will sometimes prevent patches from applying properly if they
    are applied against a different directory than they were generated from.
  - In Subversion, `arc` will be unable to guess that you intend to update
    an existing revision; you must use `--update` explicitly or `--preview`
    and attach diffs via the web interface.

= Next Steps =

Continue by:

  - returning to @{article:Arcanist User Guide}.