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[CRAN Release]: 0.9.2 #1214

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4 of 38 tasks
shajoezhu opened this issue Aug 18, 2024 · 2 comments
Open
4 of 38 tasks

[CRAN Release]: 0.9.2 #1214

shajoezhu opened this issue Aug 18, 2024 · 2 comments
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release Pertaining to a software release

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@shajoezhu
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shajoezhu commented Aug 18, 2024

Blocked by

PRs

  • PR 1

Issues

Pre-release

  • Make sure you adhere to CRAN submission policy:
  • Make sure that high priority bugs (label "priority" + "bug") have been resolved before going into the release.
  • Review old/hanging PRs before going into the release (Optional).
  • Revisit R-package's lifecycle badges (Optional).
  • Make sure that all upstream dependencies of this package that need to be submitted to CRAN were accepted before going into release activities.
  • Make sure integration tests are green 2-3 days before the release. Look carefully through logs (check for warnings and notes).
  • Decide what gets merged in before starting release activities.

Release

Prepare the release

  • Create a new release candidate branch
    git checkout -b release-candidate-vX.Y.Z
  • Update NEWS.md file: make sure it reflects a holistic summary of what has changed in the package.
  • Remove the additional fields (Remotes) from the DESCRIPTION file where applicable.
  • Make sure that the minimum dependency versions are updated in the DESCRIPTION file for the package and its reverse dependencies (Optional).
    • Increase versioned dependency on {package name} to >=X.Y.Z (Optional).
  • Commit your changes and create the PR on GitHub (add "[skip vbump]" in the PR title). Add all updates, commit, and push changes:
    # Make the necessary modifications to your files
    # Stage the changes
    git add <files your modified>
    # Commit the changes
    git commit -m "[skip vbump] <Your commit message>"
    git push origin release-candidate-vX.Y.Z`

Test the release

  • Execute the manual tests on Shiny apps that are deployed on various hosting providers (Posit connect and shinyapps.io) - track the results in GitHub issue (Applicable only for frameworks that use Shiny).
  • Monitor integration tests, if integration fails, create priority issues on the board.
  • Execute UAT tests (Optional).

CRAN submission

  • Tag the update(s) as a release candidate vX.Y.Z-rc (e.g. v0.5.3-rc1) on the release candidate branch (release-candidate-vX.Y.Z).
    # Create rc tag for submission for internal validation
    git tag vX.Y.Z-rc<iteration number>
    git push origin vX.Y.Z-rc<iteration number>
  • Build the package locally using the command:R CMD build . which will generate a .tar.gz file necessary for the CRAN submission.
  • Submit the package to https://win-builder.r-project.org/upload.aspx for testing, for more details please see "Building and checking R source packages for Windows": https://win-builder.r-project.org/.
  • Once tested, send the package that was built in the previous steps to CRAN via this form: https://cran.r-project.org/submit.html.
  • Address CRAN feedback, tag the package vX.Y.Z-rc(n+1) and repeat the submission to CRAN whenever necessary.
  • Get the package accepted and published on CRAN.

Tag the release

  • If the additional fields were removed, add them back in a separate PR, and then merge the PR back to main (add "[skip vbump]" in the PR title). If nothing was removed just merge the PR you created in the "Prepare the release" section to 'main'. Note the commit hash of the merged commit. Note: additional commits might be added to the main branch by a bot or an automation - we do NOT want to tag this commit.
Make sure of the following before continuing
  • CI checks are passing in GH before releasing the package.

  • Shiny apps are deployable and there are no errors/warnings (Applicable only for frameworks that use Shiny).

  • Create a git tag with the final version set to vX.Y.Z on the main branch. In order to do this:

    1. Checkout the commit hash.
      git checkout <commit hash>
    2. Tag the hash with the release version (vX.Y.Z).
      git tag vX.Y.Z
    3. Push the tag to make the final release.
      git push origin vX.Y.Z
  • Update downstream package dependencies to (>=X.Y.Z) in {package name}.
    Note: Once the release tag is created, the package is automatically published to internal repositories.

Post-release

  • Ensure that CRAN checks are passing for the package.
  • Make sure that the package is published to internal repositories.
  • Make sure internal documentation is up to date.
  • Review and update installation instructions for the package wherever needed (Optional).
  • Announce the release on ________.

Decision tree

Click here to see the release decision tree.

@shajoezhu shajoezhu added the release Pertaining to a software release label Aug 18, 2024
@shajoezhu shajoezhu assigned cicdguy and KlaudiaBB and unassigned cicdguy and KlaudiaBB Aug 18, 2024
@KlaudiaBB
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@shajoezhu maybe we could add here two blockers/dependencies that @pawelru mentioned - one external package release + roxy.shinylive release?

@pawelru
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pawelru commented Oct 16, 2024

@shajoezhu maybe we could add here two blockers/dependencies that @pawelru mentioned - one external package release + roxy.shinylive release?

Added. I have added here dependency on roxy.shinylive and in roxy.shinylive on lzstring

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