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docs: release template: update based on 1.28 learnings (#12356)
This takes release issue changes and observations from #12109 with also having an eye towards the upcoming release process changes per #12072 . The general goals here are: 1. Have a checkbox step for each step a releae engineer should take. 2. Reduce duplication in the template itself. Where content should be duplicated, there is a comment for the issue creator to handle the copy/pasting. * Removed experimental syntax testing. * Update documentation/misc/RELEASE_ISSUE_TEMPLATE.md * Update documentation/misc/RELEASE_ISSUE_TEMPLATE.md * Update documentation/misc/RELEASE_ISSUE_TEMPLATE.md * Update documentation/misc/RELEASE_ISSUE_TEMPLATE.md Co-authored-by: Phi-rjan <[email protected]> * Update documentation/misc/RELEASE_ISSUE_TEMPLATE.md Co-authored-by: Phi-rjan <[email protected]> * Addressing feedback about version string update in master * Update documentation/misc/RELEASE_ISSUE_TEMPLATE.md Co-authored-by: Phi-rjan <[email protected]> * Clarifying with comments that backport step doesn't really apply to RC1. * Cleanup Changelog prep steps. Addded some commands for helping identify holes in changelog. --------- Co-authored-by: Phi-rjan <[email protected]>
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> Release Issue Template | ||
# Lotus X.Y.Z Release | ||
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[//]: # (Open this issue as [WIP] Lotus vX.Y.Z) | ||
[//]: # (Apply the `tpm` label to it, and pin the issue on GitHub) | ||
# Lotus Node|Miner X.Y.Z Release | ||
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[//]: # (Below are non-visible steps intended for the issue creator) | ||
[//]: # (Start an issue with title "[WIP] Lotus Node|Miner vX.Y.Z" and adjust the title for whether it's a Node or Miner release.) | ||
[//]: # (Copy in the content of https://github.com/filecoin-project/lotus/blob/master/documentation/misc/RELEASE_ISSUE_TEMPLATE.md) | ||
[//]: # (Find/Replace "X.Y.Z" with the actual values.) | ||
[//]: # (Copy/paste the "Release Checklist > RCX" section to "Release Checklist > Stable \(non-RC\) Release" and apply the "diff" called out there.) | ||
[//]: # (Find/Replace "RCX" with "RC1".) | ||
[//]: # (If this isn't a release tied to a network upgrade, remove all items with "\(network upgrade\)") | ||
[//]: # (Adjust the "Meta" section values.) | ||
[//]: # (Apply the `tpm` label to the issue) | ||
[//]: # (Create the issue) | ||
[//]: # (Pin the issue on GitHub) | ||
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## 😶🌫 Meta | ||
* Scope: Node|Miner | ||
* Is this linked with a network upgrade, and thus mandatory? Yes|No | ||
* Related network upgrade version: n/a|nvXX | ||
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## 🚢 Estimated shipping date | ||
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<Date this release will ship on if everything goes to plan (week beginning...)> | ||
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## ✅ Release Checklist | ||
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**Note for whoever is owning the release:** please capture notes as comments in this issue for anything you noticed that could be improved for future releases. There is a *Post Release* step below for incorporating changes back into the [RELEASE_ISSUE_TEMPLATE](https://github.com/filecoin-project/lotus/blob/master/documentation/misc/RELEASE_ISSUE_TEMPLATE.md), and this is easier done by collecting notes from along the way rather than just thinking about it at the end. | ||
[//]: # (If/when we know an exact date, remove the "week of".) | ||
[//]: # (If a date week is an estimate, annotate with "estimate".) | ||
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- [ ] Fork a new branch (`release/vX.Y.Z` or `release/miner/vX.Y.Z`) from `master` and make any further release related changes to this branch. If any "non-trivial" changes get added to the release, uncheck all the checkboxes and return to this stage. | ||
- [ ] Bump the version in `build/version.go` in the `master` branch to `vX.Y.(Z+1)-dev` (bump from feature release) or `vX.(Y+1).0-dev` (bump from mandatory release). Run make gen and make docsgen-cli before committing changes | ||
- [ ] *Optional:* If preparing a release for a network upgrade, make sure all [Lotus dependecies are updated to the correct versions for the network upgrade](https://github.com/filecoin-project/lotus/blob/master/documentation/misc/Update_Dependencies_Lotus.md) | ||
| Candidate | Date | Release URL | | ||
|-----------|------|-------------| | ||
| RC1 | Week of YYYY-MM-DD | | | ||
| Stable (non-RC) | Week of YYYY-MM-DD (estimate) | | | ||
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**Prepping an RC**: | ||
## 🪢 Dependencies for releases | ||
> [!NOTE] | ||
> 1. This is the set of changes that need to make it in for a given RC. This is effectively the set of changes to cherry-pick from master. | ||
> 2. They can be checked as done once they land in `master`. | ||
> 3. They are presented here for quick reference, but backporting is tracked in each `Release Checklist`. | ||
Perform the following changes to the `release/vX.Y.Z` or `release/miner/vX.Y.Z` branch through a PR: | ||
- [ ] Update the version string in `build/version.go` to one ending with '-rcX'. Ensure you update the appropriate version string based on whether you are creating a node release (`NodeBuildVersion`), a miner release (`MinerBuildVersion`) or both. | ||
- [ ] run `make gen && make docsgen-cli` to generate documentation | ||
- [ ] create a **PR** targetting `release/vX.Y.Z` or `release/miner/vX.Y.Z` branch | ||
- Opening a PR will trigger a CI run that will build the release and publish it to GitHub as a draft | ||
- Merging the PR will trigger a CI run that will publish the GitHub release (it will also create a git tag) | ||
[//]: # (Copy/paste this for each RC, and increment "X") | ||
### RCX | ||
- [ ] To Be Added | ||
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**Testing** | ||
### Stable (non-RC) | ||
- [ ] To Be Added | ||
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Test the release candidate thoroughly, including automated and manual tests to ensure stability and functionality across various environments and scenarios. | ||
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**Stable Release** | ||
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Perform the following changes to the `release/vX.Y.Z` branch through a PR: | ||
- [ ] update the version string in `build/version.go` to one **NOT** ending with '-rcX' | ||
- [ ] run `make gen && make docsgen-cli` to generate documentation | ||
- [ ] create a **PR** targetting `release/vX.Y.Z` or `release/miner/vX.Y.Z` branch | ||
- Opening a PR will trigger a CI run that will build the release and publish it to GitHub as a draft | ||
- Merging the PR will trigger a CI run that will publish the GitHub release (it will also create a git tag) | ||
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**Post-Release** | ||
## ✅ Release Checklist | ||
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- [ ] Open a pull request against the `master` branch with a merge of the `releases` branch. Conflict resolution should ignore the changes to `version.go` (keep the `-dev` version from master). Do NOT delete the `releases` branch when doing so! | ||
- [ ] Update [RELEASE_ISSUE_TEMPLATE.md](https://github.com/filecoin-project/lotus/blob/master/documentation/misc/RELEASE_ISSUE_TEMPLATE.md) with any improvements determined from this latest release iteration. | ||
- [ ] Create an issue using [RELEASE_ISSUE_TEMPLATE.md](https://github.com/filecoin-project/lotus/blob/master/documentation/misc/RELEASE_ISSUE_TEMPLATE.md) for the _next_ release. | ||
### Before RC1 | ||
- [ ] (network upgrade) Make sure all [Lotus dependencies are updated to the correct versions for the network upgrade](https://github.com/filecoin-project/lotus/blob/master/documentation/misc/Update_Dependencies_Lotus.md) | ||
- Link to Lotus PR: | ||
- [ ] Open PR against [RELEASE_ISSUE_TEMPLATE.md](https://github.com/filecoin-project/lotus/blob/master/documentation/misc/RELEASE_ISSUE_TEMPLATE.md) with title `docs(vX.Y.Z): release template improvements` for improving future releases. | ||
- Link to PR: | ||
- This will get merged in a `Post Release` step, but improvements are better done by collecting notes along the way rather than just thinking about it at the end. | ||
- [ ] Fork a new branch (`release/vX.Y.Z` or `release/miner/vX.Y.Z`) from `master` and make any further release-related changes to this branch. | ||
- `master` branch Version string updates | ||
- [ ] bump the version(s) in `build/version.go` to `vX.Y.(Z+1)-dev`. | ||
- Ensure to update the appropriate version string based on whether you are creating a node release (`NodeBuildVersion`), a miner release (`MinerBuildVersion`), or both. | ||
- [ ] Run `make gen && make docsgen-cli` before committing changes. | ||
- [ ] Create a PR with title `build(vX.Y.Z+1): set initial version string` | ||
- Link to PR: | ||
- [ ] Merge PR | ||
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### RCs | ||
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[//]: # (Copy/paste this "RCX" section for each additional RC, and increment "X") | ||
#### RCX | ||
> [!IMPORTANT] | ||
> These PRs should be done in and target the `release/vX.Y.Z` or `release/miner/vX.Y.Z` branch. | ||
**Backport PR** | ||
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[//]: # (For RC1 there likely isn't any backporting to do and thus no PR which reduces the steps.) | ||
[//]: # (We do need all these steps for RC2 onwards though.) | ||
[//]: # (If steps are removed for the RC1 checklist, they need to be preserved for future RCs/stable.) | ||
[//]: # (For RC1 we still need to make sure the tracked items land though.) | ||
- [ ] All explicitly tracked items from `Dependencies for releases` have landed | ||
- [ ] Backported [everything with the "backport" label](https://github.com/filecoin-project/lotus/issues?q=label%3Arelease%2Fbackport+) | ||
- [ ] Removed the "backport" label from all backported PRs (no ["backport" issues](https://github.com/filecoin-project/lotus/issues?q=label%3Arelease%2Fbackport+)) | ||
- [ ] Create a PR with title `build(vX.Y.Z): backport changes for vX.Y.Z-rcX` | ||
- Link to PR: | ||
- [ ] Merge PR | ||
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**Release PR** | ||
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- [ ] Update the version string(s) in `build/version.go` to one ending with '-rcX'. | ||
- Ensure to update the appropriate version string based on whether you are creating a node release (`NodeBuildVersion`), a miner release (`MinerBuildVersion`), or both. | ||
- [ ] Run `make gen && make docsgen-cli` to generate documentation | ||
- [ ] Changelog prep | ||
- [ ] Editorial review (e.g., callout breaking changes, new features, FIPs, actor bundles) | ||
- [ ] (network upgrade) Specify whether the Calibration or Mainnet upgrade epoch has been specified or not yet. | ||
- Example where these weren't specified yet: [PR #12169](https://github.com/filecoin-project/lotus/pull/12169) | ||
- [ ] Ensure no missing content when spot checking git history | ||
- Example command looking at git commits: `git log --oneline --graph vA.B.C..`, where A.B.C correspond to the previous release. | ||
- Example GitHub UI search looking at merged PRs into master: https://github.com/filecoin-project/lotus/pulls?q=is%3Apr+base%3Amaster+merged%3A%3EYYYY-MM-DD | ||
- Example `gh` cli command looking at merged PRs into master and sorted by title to group similar areas: `gh pr list --repo filecoin-project/lotus --search "base:master merged:>YYYY-MM-DD" --json number,mergedAt,author,title | jq -r '.[] | [.number, mergedAt, .author.login, .title] | @tsv' | sort -k4 | ||
- [ ] Create a PR with title `build(vX.Y.Z): release vX.Y.Z-rcX` | ||
- Link to PR: | ||
- Opening a PR will trigger a CI run that will build assets, create a draft GitHub release, and attach the assets. | ||
- [ ] Merge the PR | ||
- Opening the PR will trigger a CI run that will build assets, attach the assets to the GitHub release, publish the GitHub release, and create the corresponding git tag. | ||
- [ ] Update `🚢 Estimated shipping date` table | ||
- [ ] Comment on this issue announcing the RC | ||
- Link to issue comment: | ||
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### Testing | ||
> [!NOTE] | ||
> Link to any special steps for testing releases beyond ensuring CI is green. Steps can be inlined here or tracked elsewhere. | ||
### Stable (non-RC) Release | ||
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[//]: # (This "NOTE" below with the "diff" to apply to the "RC copy/pasted content" is here to avoid the duplication in the template itself.) | ||
[//]: # (This is done as a visible NOTE rather than a comment to make sure it's clear what needs to be added to this section.) | ||
[//]: # (These comments ^^^ can be removed once the NOTE steps below are completed.) | ||
> [!NOTE] | ||
> Copy/paste in the `RCX` section above and then make these changes: | ||
> 1. Change the version string text: | ||
> | ||
> Update the version string in `build/version.go` to one **NOT** ending with '-rcX' | ||
> | ||
> 2. Under "Changelog prep", add | ||
> | ||
> (network upgrade) Ensure the Mainnet upgrade epoch is specified. | ||
> | ||
> 3. Remove this `[!Note]` and the related invisible comments. | ||
### Post-Release | ||
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- [ ] Open a pull request against `master` with a merge of the `release/vX.Y.Z` branch. | ||
- [ ] Conflict resolution should ignore the changes to `version.go` (keep the `-dev` version from master). | ||
- Link to PR: | ||
- [ ] Finish updating/merging the [RELEASE_ISSUE_TEMPLATE.md](https://github.com/filecoin-project/lotus/blob/master/documentation/misc/RELEASE_ISSUE_TEMPLATE.md) PR from `Before RC1` with any improvements determined from this latest release iteration. | ||
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## ❤️ Contributors | ||
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See the final release notes! | ||
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## ⁉️ Do you have questions? | ||
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Leave a comment in this ticket! | ||
Leave a comment in this ticket! |