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📖 Add release process. (#3322)
Signed-off-by: Spencer Schrock <sschrock@google.com>
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# Releasing Scorecard
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This is a draft document to describe the release process for Scorecard
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(If there are improvements you'd like to see, please comment on the
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[tracking issue](https://github.com/ossf/scorecard/issues/1676) or issue a
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pull request to discuss.)
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- [Tracking](#tracking)
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- [Preparing the release](#preparing-the-release)
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- [Validate tests](#validate-tests)
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- [Drafting release notes](#drafting-release-notes)
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- [Release](#release)
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- [Create a tag](#create-a-tag)
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- [Create a GitHub release](#create-a-github-release)
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- [Validate Release](#validate-release)
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## Tracking
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As the first task, a Release Manager should open a tracking issue for the
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release.
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We don't currently have a template for releasing, but the following
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[issue](https://github.com/ossf/scorecard-action/issues/97) is a good example
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to draw inspiration from.
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We're not striving for perfection with the template, but the tracking issue
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will serve as a reference point to aggregate feedback, so try your best to be
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as descriptive as possible.
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## Preparing the release
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This section covers changes that need to be issued as a pull request and should
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be merged before releasing the scorecard GitHub Action.
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### Validate tests
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Check the unit tests and integration tests are passing for the planned release commit, either locally or for the GitHub workflows.
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## Drafting release notes
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Release notes are a semi-automated process. We often start by opening [drafting a new release on GitHub](https://github.com/ossf/scorecard/releases/new).
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You can select to create a new tag on publish, and auto-generate some notes by clicking `Generate release notes`.
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This provides a good start, but no one wants to see a wave of dependabot commits, so filter them out.
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Try to focus on the PRs that affect users or behavior, not dependency updates or CI changes.
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Using the Kubernetes `release-notes` tool can also be helpful if PR authors filled out the user-facing change section.
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```console
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release-notes --org ossf --repo scorecard --branch main \
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--dependencies=false \
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--required-author "" \
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--start-rev <previous release tag> \
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--end-rev <commit to be tagged>
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```
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Note: This doesn't always grab the right value when PR bodies have multiple code blocks in them.
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Save your draft when satisfied and share it with other maintainers for feedback, if possible.
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## Release
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### Create a tag
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The GitHub release process supports creating a tag on publish, but prefer signing the tag when possible.
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In this example, we're releasing a hypothetical `v100.0.0` at the desired commit SHA `SHA`:
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```console
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git remote update
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git checkout `SHA`
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git tag -s -m "v100.0.0" v100.0.0
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git push <upstream> v100.0.0
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```
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### Create a GitHub release
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Revisit the draft release you created earlier, and ensure it's using the correct tag.
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Release title: `<tag>`
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The release notes will be the notes you drafted in the previous step.
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Ensure the release is marked as the latest release, if appropriate.
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Click `Publish release`.
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## Validate Release
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When a new tag is pushed, our GitHub Actions will create a release using `goreleaser`.
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Confirm the workflow ran without issues. Check the release again to verify the artifacts and provenance have been added.
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If any issues were encountered, fixes must be issued under a new release/tag as Go releases are immutable.
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