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# Releasing Rails
In this document, we'll cover the steps necessary to release Rails. Each
section contains steps to take during that time before the release. The times
suggested in each header are just that: suggestions. However, they should
In this document, we'll cover the steps necessary to release Rails. Each
section contains steps to take during that time before the release. The times
suggested in each header are just that: suggestions. However, they should
really be considered as minimums.
## 10 Days before release
Today is mostly coordination tasks. Here are the things you must do today:
Today is mostly coordination tasks. Here are the things you must do today:
### Is the CI green? If not, make it green. (See "Fixing the CI")
### Is the CI green? If not, make it green. (See "Fixing the CI")
Do not release with a Red CI. You can find the CI status here:
Do not release with a Red CI. You can find the CI status here:
```
http://travis-ci.org/rails/rails
```
### Is Sam Ruby happy? If not, make him happy.
### Is Sam Ruby happy? If not, make him happy.
Sam Ruby keeps a [test suite](https://github.com/rubys/awdwr) that makes
sure the code samples in his book
([Agile Web Development with Rails](https://pragprog.com/titles/rails5/agile-web-development-with-rails-5th-edition))
all work. These are valuable system tests
for Rails. You can check the status of these tests here:
all work. These are valuable system tests
for Rails. You can check the status of these tests here:
[http://intertwingly.net/projects/dashboard.html](http://intertwingly.net/projects/dashboard.html)
Do not release with Red AWDwR tests.
### Do we have any Git dependencies? If so, contact those authors.
### Do we have any Git dependencies? If so, contact those authors.
Having Git dependencies indicates that we depend on unreleased code.
Obviously Rails cannot be released when it depends on unreleased code.
@ -38,12 +38,12 @@ suits them.
### Contact the security team (either tenderlove or rafaelfranca)
Let them know of your plans to release. There may be security issues to be
Let them know of your plans to release. There may be security issues to be
addressed, and that can impact your release date.
### Notify implementors.
Ruby implementors have high stakes in making sure Rails works. Be kind and
Ruby implementors have high stakes in making sure Rails works. Be kind and
give them a heads up that Rails will be released soonish.
This is only required for major and minor releases, bugfix releases aren't a
@ -60,18 +60,18 @@ Implementors will love you and help you.
## 3 Days before release
This is when you should release the release candidate. Here are your tasks
This is when you should release the release candidate. Here are your tasks
for today:
### Is the CI green? If not, make it green.
### Is the CI green? If not, make it green.
### Is Sam Ruby happy? If not, make him happy.
### Is Sam Ruby happy? If not, make him happy.
### Contact the security team. CVE emails must be sent on this day.
### Contact the security team. CVE emails must be sent on this day.
### Create a release branch.
From the stable branch, create a release branch. For example, if you're
From the stable branch, create a release branch. For example, if you're
releasing Rails 3.0.10, do this:
```
@ -82,7 +82,7 @@ Switched to a new branch '3-0-10'
### Update each CHANGELOG.
Many times commits are made without the CHANGELOG being updated. You should
Many times commits are made without the CHANGELOG being updated. You should
review the commits since the last release, and fill in any missing information
for each CHANGELOG.
@ -96,15 +96,15 @@ If you're doing a stable branch release, you should also ensure that all of
the CHANGELOG entries in the stable branch are also synced to the master
branch.
### Update the RAILS_VERSION file to include the RC.
### Put the new version in the RAILS_VERSION file.
Include an RC number if appropriate, e.g. `6.0.0.rc1`.
### Build and test the gem.
Run `rake install` to generate the gems and install them locally. Then try
generating a new app and ensure that nothing explodes.
Verify that Action Cable and Action View's package.json files are updated with
the RC version.
Run `rake verify` to generate the gems and install them locally. `verify` also
generates a Rails app with a migration and boots it to smoke test with in your
browser.
This will stop you from looking silly when you push an RC to rubygems.org and
then realize it is broken.
@ -117,37 +117,39 @@ as NPM packages, so you must have Node.js installed, have an NPM account
check this via `npm owner ls actioncable` and `npm owner ls rails-ujs`) in
order to do a full release. Do not release until you're set up with NPM!
The release task will sign the release tag. If you haven't got commit signing
set up, use https://git-scm.com/book/tr/v2/Git-Tools-Signing-Your-Work as a
guide. You can generate keys with the GPG suite from here: https://gpgtools.org.
Run `rake changelog:header` to put a header with the new version in every
CHANGELOG. Don't commit this, the release task handles it.
Run `rake release`. This will populate the gemspecs and NPM package.json with
the current RAILS_VERSION, commit the changes, tag it, and push the gems to
rubygems.org.
Here are the commands that `rake release` uses so you can understand what to do
in case anything goes wrong:
```
$ rake all:build
$ git commit -am'updating RAILS_VERSION'
$ git tag -m 'v3.0.10.rc1 release' v3.0.10.rc1
$ git push
$ git push --tags
$ for i in $(ls pkg); do gem push $i; npm publish; done
```
### Send Rails release announcements
Write a release announcement that includes the version, changes, and links to
GitHub where people can find the specific commit list. Here are the mailing
GitHub where people can find the specific commit list. Here are the mailing
lists where you should announce:
* rubyonrails-core@googlegroups.com
* rubyonrails-talk@googlegroups.com
* ruby-talk@ruby-lang.org
Use Markdown format for your announcement. Remember to ask people to report
Use Markdown format for your announcement. Remember to ask people to report
issues with the release candidate to the rails-core mailing list.
NOTE: For patch releases there's a `rake announce` task to generate the release
post. It supports multiple patch releases too:
```
VERSIONS="5.0.5.rc1,5.1.3.rc1" rake announce
```
IMPORTANT: If any users experience regressions when using the release
candidate, you *must* postpone the release. Bugfix releases *should not*
candidate, you *must* postpone the release. Bugfix releases *should not*
break existing applications.
### Post the announcement to the Rails blog.
@ -165,12 +167,12 @@ Check the rails-core mailing list and the GitHub issue list for regressions in
the RC.
If any regressions are found, fix the regressions and repeat the release
candidate process. We will not release the final until 72 hours after the
last release candidate has been pushed. This means that if users find
candidate process. We will not release the final until 72 hours after the
last release candidate has been pushed. This means that if users find
regressions, the scheduled release date must be postponed.
When you fix the regressions, do not create a new branch. Fix them on the
stable branch, then cherry pick the commit to your release branch. No other
When you fix the regressions, do not create a new branch. Fix them on the
stable branch, then cherry pick the commit to your release branch. No other
commits should be added to the release branch besides regression fixing commits.
## Day of release
@ -203,7 +205,7 @@ Email the security reports to:
* oss-security@lists.openwall.com
Be sure to note the security fixes in your announcement along with CVE numbers
and links to each patch. Some people may not be able to upgrade right away,
and links to each patch. Some people may not be able to upgrade right away,
so we need to give them the security fixes in patch form.
* Blog announcements

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@ -7,6 +7,9 @@ require "railties/lib/rails/api/task"
desc "Build gem files for all projects"
task build: "all:build"
desc "Build, install and verify the gem files in a generated Rails app."
task verify: "all:verify"
desc "Prepare the release"
task prep_release: "all:prep_release"

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@ -142,7 +142,7 @@ namespace :all do
task push: FRAMEWORKS.map { |f| "#{f}:push" } + ["rails:push"]
task :ensure_clean_state do
unless `git status -s | grep -v 'RAILS_VERSION\\|CHANGELOG\\|Gemfile.lock\\|package.json\\|version.rb'`.strip.empty?
unless `git status -s | grep -v 'RAILS_VERSION\\|CHANGELOG\\|Gemfile.lock\\|package.json\\|version.rb\\|tasks/release.rb'`.strip.empty?
abort "[ABORTING] `git status` reports a dirty tree. Make sure all changes are committed"
end
@ -152,6 +152,27 @@ namespace :all do
end
end
task verify: :install do
app_name = "pkg/verify-#{version}-#{Time.now.to_i}"
sh "rails new #{app_name}"
cd app_name
sh "rails generate scaffold user name admin:boolean && rails db:migrate"
puts "Booting a Rails server. Verify the release by:"
puts
puts "- Seeing the correct release number on the root page"
puts "- Viewing /users"
puts "- Creating a user"
puts "- Updating a user (e.g. disable the admin flag)"
puts "- Deleting a user on /users"
puts "- Whatever else you want."
begin
sh "rails server"
rescue Interrupt
# Server passes along interrupt. Prevent halting verify task.
end
end
task :bundle do
sh "bundle check"
end
@ -179,69 +200,47 @@ namespace :all do
task release: %w(prep_release tag push)
end
task :announce do
Dir.chdir("pkg/") do
if gem_version.segments[2] == 0 || gem_version.segments[3].is_a?(Integer)
# Not major releases, and not security releases
raise "Only valid for patch releases"
module Announcement
class Version
def initialize(version)
@version, @gem_version = version, Gem::Version.new(version)
end
sums = "$ shasum -a 256 *-#{version}.gem\n" + `shasum -a 256 *-#{version}.gem`
def to_s
@version
end
puts "Hi everyone,"
puts
def previous
@gem_version.segments[0, 3].tap { |v| v[2] -= 1 }.join(".")
end
puts "I am happy to announce that Rails #{version} has been released."
puts
def major_or_security?
@gem_version.segments[2].zero? || @gem_version.segments[3].is_a?(Integer)
end
previous_version = gem_version.segments[0, 3]
previous_version[2] -= 1
previous_version = previous_version.join(".")
def rc?
@version =~ /rc/
end
end
end
if version =~ /rc/
task :announce do
Dir.chdir("pkg/") do
versions = ENV["VERSIONS"] ? ENV["VERSIONS"].split(",") : [ version ]
versions = versions.sort.map { |v| Announcement::Version.new(v) }
raise "Only valid for patch releases" if versions.any?(&:major_or_security?)
if versions.any?(&:rc?)
require "date"
future_date = Date.today + 5
future_date += 1 while future_date.saturday? || future_date.sunday?
github_user = `git config github.user`.chomp
puts <<MSG
If no regressions are found, expect the final release on #{future_date.strftime('%A, %B %-d, %Y')}.
If you find one, please open an [issue on GitHub](https://github.com/rails/rails/issues/new)
#{"and mention me (@#{github_user}) on it, " unless github_user.empty?}so that we can fix it before the final release.
MSG
end
puts <<MSG
## CHANGES since #{previous_version}
To view the changes for each gem, please read the changelogs on GitHub:
MSG
FRAMEWORKS.sort.each do |framework|
puts "* [#{FRAMEWORK_NAMES[framework]} CHANGELOG](https://github.com/rails/rails/blob/v#{version}/#{framework}/CHANGELOG.md)"
end
puts <<MSG
*Full listing*
To see the full list of changes, [check out all the commits on
GitHub](https://github.com/rails/rails/compare/v#{previous_version}...v#{version}).
## SHA-256
If you'd like to verify that your gem is the same as the one I've uploaded,
please use these SHA-256 hashes.
Here are the checksums for #{version}:
```
#{sums}
```
As always, huge thanks to the many contributors who helped with this release.
MSG
require "erb"
template = File.read("../tasks/release_announcement_draft.erb")
puts ERB.new(template, nil, "<>").result(binding)
end
end

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@ -0,0 +1,38 @@
Hi everyone,
I am happy to announce that Rails <%= versions.join(" and ") %> <%= versions.size > 1 ? "have" : "has" %> been released.
<% if future_date %>
If no regressions are found, expect the final release on <%= future_date.strftime("%A, %B %-d, %Y") %>.
If you find one, please open an [issue on GitHub](https://github.com/rails/rails/issues/new)
<%= "and mention me (@github_user}) on it, " unless github_user.empty? %>so that we can fix it before the final release.
<% end %>
<% versions.each do |version| %>
## CHANGES since <%= version.previous %>
To view the changes for each gem, please read the changelogs on GitHub:
<% FRAMEWORKS.sort.each do |framework| %>
<%= "* [#{FRAMEWORK_NAMES[framework]} CHANGELOG](https://github.com/rails/rails/blob/v#{version}/#{framework}/CHANGELOG.md)" %>
<% end %>
*Full listing*
To see the full list of changes, [check out all the commits on
GitHub](https://github.com/rails/rails/compare/v<%= "#{version.previous}...v#{version}" %>).
<% end %>
## SHA-256
If you'd like to verify that your gem is the same as the one I've uploaded,
please use these SHA-256 hashes.
<% versions.each do |version| %>
Here are the checksums for <%= version %>:
```
$ shasum -a 256 *-<%= version %>.gem
<%= `shasum -a 256 *-#{version}.gem` %>
```
<% end %>
As always, huge thanks to the many contributors who helped with this release.