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docs(release): add RELEASE_MANAGEMENT.md file
Fixes hyperledger-cacti#2336 Signed-off-by: Peter Somogyvari <[email protected]> Signed-off-by: Sandeep Nishad <[email protected]> Signed-off-by: Peter Somogyvari <[email protected]>
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# Hyperledger Cacti - Release Management | ||
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This document describes the steps to be taken by maintainers who are | ||
issuing releases. | ||
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> We aim to have as much of the process automated as | ||
> possible, but there will always be certain (slightly mundane) tasks to that | ||
> must be performed by a human with the right credentials (e.g. a maintainer) | ||
> and this document has to be kept up to date in the event of any of these | ||
> steps changing. | ||
## General Best Practices | ||
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1. Releases to be issued from the `main` branch only. | ||
2. Semantic versioning is highly preferred: https://semver.org/ | ||
3. Git tags are to be applied for commits that were chosen for release. | ||
4. Tag names must follow the pattern of `vX.Y.Z` for example `v2.0.0` | ||
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## Checklist / Steps To Take For Issuing a Release | ||
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The below document uses `v1.1.3` as the example, when issuing a release you need to change this to whatever is the upcoming release that you are about to issue. | ||
Hence the first step is to update (find and replace all) the document (no need to send a PR with those changes) so that the helper scripts are changed as well. | ||
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### Do a find and replace all for the version: 1.1.3 | ||
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```sh | ||
git fetch --all | ||
git switch main | ||
git rebase upstream/main | ||
git push --force-with-lease | ||
git checkout -b release-v1.1.3 | ||
yarn run configure | ||
yarn lerna version 1.1.3 --ignore-scripts --conventional-commits --exact --git-remote upstream --message="chore(release): publish %s" --no-push --no-git-tag-version --no-ignore-changes --force-publish | ||
./tools/weaver-update-version.sh 1.1.3 . | ||
./tools/go-gen-checksum.sh 1.1.3 . | ||
``` | ||
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- Do note the `.` as the last parameter in last two commands. | ||
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- Double check that all of the package dependencies were updated from the previous | ||
version to the new one because lerna usually fails to do that for `devDependency` parts | ||
of the package.json files so you have to do this manually with search and replace through | ||
the entire repository... | ||
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The trick is to search for the previous release version within package.json | ||
files or just search for "@hyperledger/cactus-*" within the package.json files. | ||
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With VSCode you can do a project wide search & replace where: | ||
1. Make sure that regex based replacing is enabled on the VSCode search UI (top right corner of the search panel) | ||
2. You set the files to include to "package.json" (so that only files named package.json are included in the search) | ||
3. You set the search term to this to find the OLD versions (without the backticks if you are reading this in plain text) `@hyperledger/cactus-(.*): "1.1.2"` | ||
4. You set the replacement term to this (so that it swaps the version numbers with the new one) `@hyperledger/cactus-$1: "1.1.3"` | ||
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- Also double check that the `"version": "?.?.?"` property has been updated in the package.json files all over the packages. | ||
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- update the lock file if necessary | ||
```sh | ||
$ yarn | ||
``` | ||
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- Double check that the configure script still works (CI will fail without it anyway) | ||
```sh | ||
$ yarn configure | ||
``` | ||
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- Double check that the changelog does not contain your fork's links instead of the upstream repo. You'll need to change this manually otherwise. For example, replace: | ||
- `https://github.com/petermetz/cactus` | ||
with | ||
- `https://github.com/hyperledger/cactus` | ||
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```sh | ||
git add . && git commit --signoff --gpg-sign --message="chore(release): publish v1.1.3" | ||
git push --set-upstream upstream release-v1.1.3 | ||
``` | ||
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### Then create a PR here - once that's merged, rebase onto upstream/main and: | ||
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1. Do a merge freeze | ||
2. Unfreeze the specific pull request that you just opened for the release issuance | ||
3. Wait for the PR to be approved as per standard governance rules | ||
4. Execute these commands (assuming your fork's git remote is `origin` and the official Hyperledger repo's is `upstream`) | ||
```sh | ||
git fetch --all | ||
git switch main | ||
git rebase upstream/main | ||
git merge --ff-only upstream/release-v1.1.3 | ||
git push upstream | ||
git push origin | ||
git tag -s -a "v1.1.3" -m "v1.1.3" | ||
git push upstream --follow-tags | ||
``` | ||
1. Lift the pull request merge freeze | ||
2. Create release on GitHub | ||
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### Go and create a release on GitHub manually from the CHANGELOG.md file in the project root. | ||
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### Close out the current milestone after moving all issues to the next one that were still unresolved in it | ||
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```sh | ||
yarn run configure && yarn run build && yarn lerna publish from-git --loglevel=debug --summary-file | ||
``` | ||
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### To Ignore Failing Lifecycle Scripts | ||
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```sh | ||
yarn lerna publish from-git --loglevel=debug --force-publish --ignore-scripts --ignore-prepublish --summary-file | ||
``` |