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hledger/RELEASING.md
Simon Michael 4c0b9bfa24 ;doc: RELEASING: cleanup
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Releasing

Guidance for release managers and maintainers.

Terminology
OLD previous release version, eg 1.22 or 1.22.1
NEW new release version, eg 1.22.2 or 1.23
MAJORVER just the major version part, eg 1.22 or 1.23
master (branch) master branch in the hledger repo, ie the main line of development
release (branch) a release branch in the hledger repo, eg 1.22-branch
site master branch in the hledger_website repo. Usually checked out as hledger/site.

Phases of release cycle:

0. Dev

Normal development, on master and PR branches.

1. Pre-release

Preparations to make just before a release.

Resolve issues

Review, select, resolve PRs and issues.

Polish changelogs

Complete and polish changelogs.

Plan release

Plan the release number and any extra release-time activities.

2. Release

The sequence of steps to follow when making a release.

Freeze

  • Set version.
  • Finalise changelogs.
  • Generate release notes.
  • Prepare announcement.
  • Tag.
  • Generate CI release binaries.
  • Draft github release.
  • 24 hour release countdown with no changes.
  • If any problems found, return to Pre-release.

Publish

  • Website changes.
    • release notes
    • install page
    • manuals
    • webserver redirects
  • Publish hackage packages.
  • Push tags.
  • Publish github release.
  • Publish website changes.
  • Announce

3. Post-release

Monitor, support, respond.

Release preparation detail

Any time before release

  1. create release branch when needed:
    git branch MAJORVER-branch BRANCHPOINT
    Sometimes when convenient we make major releases on master (adapt the steps below as needed). And make the release branch later, when a minor release becomes necessary, eg:
    git branch 1.22-branch 1.22

  2. update changelogs in master

  3. review changes so far, estimate which packages will be released

  4. cherry pick changes to release

    • cherry pick release-worthy commits

      • from: magit, l o MAJORVER-branch..master, M-x magit-toggle-buffer-lock, M-x toggle-window-dedicated (C-c D)
      • to: magit, l o master..MAJORVER-branch, M-x magit-toggle-buffer-lock, M-x toggle-window-dedicated
      • ignore commits already seen in previous cherry picking sessions
      • ignore changelog commits / other boring commits ("dev: doc: update changelogs")

    • update changelogs in master (move corresponding change items under pending release heading)

On release day

In master:

  • ./Shake.hs to ensure Shake is current, review commands

  • finalise changelogs, copy each new section (emacs C-x r s a ... b ... c ... d)

In release branch:

  • paste new sections into changelogs

  • ./Shake setversion NEWVER [-c] (first without -c to review, then with -c to commit).

  • ./Shake cmdhelp [-c]

  • ./Shake mandates

  • ./Shake manuals -B [-c] (using up to date doctool versions)

  • make tag (signed annotated tags for each package and the overall release)

  • stack clean && stack install && hledger --version && hledger-ui --version && hledger-web --version to build locally and check version strings

  • push to CI branches to test and to build release binaries

    • git push -f origin master:ci-windows (or magit P -f e origin/ci-windows)
    • git push -f origin master:ci-mac
    • git push -f origin master:ci-linux
    • git push -f origin master:ci-linux-static (at release time only))
    • Tips:
      • build these release binaries at the very last possible moment
      • last commit should be a notable one - not docs only, not beginning with ;

In site repo:

  • update release-notes.md

    • copy template, uncomment
    • replace date
    • replace XX with NEW
    • add new changelog sections, excluding hledger-lib
    • remove any empty sections
    • add contributors, git shortlog -sn OLD..NEW
    • add summary (major release) or remove it (minor release)
    • check preview in vs code
    • commit: relnotes: NEW

  • update download.md

    • query-replace OLD -> NEW in
      • "current hledger release"
      • CI binaries badges/links, including linux-static-arm32v7 if built
      • "building from source"
      • stack install command
      • cabal install command
    • query-replace OLD-brightgreen -> OLD-red
    • only after release binaries are built (preferably after release is published): update --version outputs (search: hledger --version)
    • final output line from hledger test (run in terminal for normal speed)
    • Total count from make functest
    • commit: download: NEW

In release branch:

  • update doc/ANNOUNCE (major release)
    • summary, contributors from release notes
    • any other edits
    • commit: ;doc: ANNOUNCE

In master:

  • cherry pick useful release branch changes

    • ;doc: ANNOUNCE

  • update hledger-install/hledger-install.sh

    • HLEDGER_INSTALL_VERSION
    • RESOLVER
    • HLEDGER_*_VERSION
    • EXTRA_DEPS

  • wait for CI binaries, https://ci.hledger.org

  • pre-release pause: take a break away from keyboard

Release detail

In release branch:

Post release detail

  • merge/check/update download page changes

    • docker - expect/merge PR
    • homebrew - expect badge to update soon
    • nix - expect make nix-hledger-version to update after a few days, find and update to that commit hash
    • linux distros - once in a while, follow the links & search for newer versions, update

  • support

  • handle issues

  • update procedures, tools, docs

Add major release to website

In site:

  • make snapshot-NEW

  • js/site.js: add NEW, update currentrelease

In hledger.org caddy config:

  • add path and redirs for NEW
  • systemctl reload caddy

Tips

  • During pre/post release phases, update RELEASING.md in a copy, RELEASING2.md, to reduce commit noise and git interference.