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adding my brain dump of the release process
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= Releasing Rails
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In this document, we'll cover the steps necessary to release Rails. Each
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section contains steps to take during that time before the release. The times
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suggested in each header are just that: suggestions. However, they should
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really be considered as minimums.
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== 10 Days before release
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Today is mostly coordination tasks. Here are the things you must do today:
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=== Contact the security team (either Koz or tenderlove)
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Let them know of your plans to release. There may be security issues to be
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addressed, and that can impact your release date.
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=== Is the CI green? If not, make it green. (See "Fixing the CI")
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Do not release with a Red CI. You can find the CI status here:
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http://travis-ci.org/#!/rails/rails
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=== Is Sam Ruby happy? If not, make him happy.
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Sam Ruby keeps a test suite that makes sure the code samples in his book (Agile
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Web Development with Rails) all work. These are valuable integration tests
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for Rails. You can check the status of his tests here:
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http://intertwingly.net/projects/dashboard.html
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Do not release with Red AWDwR tests.
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=== Do we have any git dependencies? If so, contact those authors.
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Having git dependencies indicates that we depend on unreleased code.
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Obviously rails cannot be released when it depends on unreleased code.
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Contact the authors of those particular gems and work out a release date that
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suites them.
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== 3 Days before release
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This is when you should release the release candidate. Here are your tasks
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for today:
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=== Is the CI green? If not, make it green.
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=== Is Sam Ruby happy? If not, make him happy.
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=== Contact the security team. CVE emails must be sent on this day.
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=== Create a release branch.
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From the stable branch, create a release branch. For example, if you're
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releasing Rails 3.0.10, do this:
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[aaron@higgins rails (3-0-stable)]$ git checkout -b 3-0-10
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Switched to a new branch '3-0-10'
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[aaron@higgins rails (3-0-10)]$
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=== Update each CHANGELOG.
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Many times commits are made without the CHANGELOG being updated. You should
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review the commits since the last release, and fill in any missing information
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for each CHANGELOG.
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You can review the commits for the 3.0.10 release like this:
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[aaron@higgins rails (3-0-10)]$ git log v3.0.9..
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=== Update the RAILS_VERSION file to include the RC.
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=== Release the gem.
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IMPORTANT: Due to YAML parse problems on the rubygems.org server, it is safest
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to use Ruby 1.8 when releasing.
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Run `rake release`. This will populate the gemspecs with data from
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RAILS_VERSION, commit the changes, tag it, and push the gems to rubygems.org.
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Here are the commands that `rake release` should use, so you can understand
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what to do in case anything goes wrong:
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$ rake all:build
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$ git commit -am'updating RAILS_VERSION'
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$ git tag -m'tagging rc release' v3.0.10.rc1
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$ for i in $(ls dist); do gem push $i; done
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=== Send Rails release announcements
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Write a release announcement that includes the version, changes, and links to
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github where people can find the specific commit list. Here are the mailing
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lists where you should announce:
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* rubyonrails-core@googlegroups.com
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* rubyonrails-talk@googlegroups.com
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* ruby-talk@ruby-lang.org
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Use markdown format for your announcement. Remember to ask people to report
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issues with the release candidate to the rails-core mailing list.
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IMPORTANT: If anything users experience regressions when using the release
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candidate, you *must* postpone the release. Bugfix releases *should not*
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break existing applications.
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=== Post the announcement to the Rails blog.
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If you used markdown format for your email, you can just paste it in to the
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blog.
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* http://weblog.rubyonrails.org
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=== Post the announcement to the Rails twitter account.
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== Time between release candidate and actual release
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Check the rails-core mailing list and the github issue list for regressions in
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the RC.
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If any regressions are found, fix the regressions and repeat the release
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candidate process. We will not release the final until 72 hours after the
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last release candidate has been pushed. This means that if users find
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regressions, the scheduled release date must be postponed.
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When you fix the regressions, do not create a new branch. Fix them on the
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stable branch, then cherry pick the commit to your release branch. No other
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commits should be added to the release branch besides regression fixing commits.
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== Day of release
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Many of these steps are the same as for the release candidate, so if you need
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more explanation on a particular step, so the RC steps.
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=== Email the rails security announce list, once for each vulnerability fixed.
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You can do this, or ask the security team to do it.
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FIXME: I can't remember the email addresses, but we should list them here.
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FIXME: Possibly we should do this the day of the RC?
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* Apply security patches to the release branch
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* Update CHANGELOG with security fixes.
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* Update RAILS_VERSION to remove the rc
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* Release the gems
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* Email announcement
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Be sure to note the security fixes in your announcement along with CVE numbers
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and links to each patch. Some people may not be able to upgrade right away,
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so we need to give them the security fixes in patch form.
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* Blog announcements
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* Twitter announcements
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* Merge the release branch to the stable branch.
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* Drink beer (or other cocktail)
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== Misc
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=== Fixing the CI
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There are two simple steps for fixing the CI:
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1. Identify the problem
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2. Fix it
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Repeat these steps until the CI is green.
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