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authorAaron Patterson <aaron.patterson@gmail.com>2011-08-04 11:27:26 -0700
committerXavier Noria <fxn@hashref.com>2011-08-13 16:22:29 -0700
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adding my brain dump of the release process
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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
+really be considered as minimums.
+
+== 10 Days before release
+
+Today is mostly coordination tasks. Here are the things you must do today:
+
+=== Contact the security team (either Koz or tenderlove)
+
+Let them know of your plans to release. There may be security issues to be
+addressed, and that can impact your release date.
+
+=== 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:
+
+ http://travis-ci.org/#!/rails/rails
+
+=== Is Sam Ruby happy? If not, make him happy.
+
+Sam Ruby keeps a test suite that makes sure the code samples in his book (Agile
+Web Development with Rails) all work. These are valuable integration tests
+for Rails. You can check the status of his tests here:
+
+ http://intertwingly.net/projects/dashboard.html
+
+Do not release with Red AWDwR tests.
+
+=== 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.
+Contact the authors of those particular gems and work out a release date that
+suites them.
+
+== 3 Days before release
+
+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 Sam Ruby happy? If not, make him happy.
+
+=== 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
+releasing Rails 3.0.10, do this:
+
+ [aaron@higgins rails (3-0-stable)]$ git checkout -b 3-0-10
+ Switched to a new branch '3-0-10'
+ [aaron@higgins rails (3-0-10)]$
+
+=== Update each CHANGELOG.
+
+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.
+
+You can review the commits for the 3.0.10 release like this:
+
+ [aaron@higgins rails (3-0-10)]$ git log v3.0.9..
+
+=== Update the RAILS_VERSION file to include the RC.
+
+=== Release the gem.
+
+IMPORTANT: Due to YAML parse problems on the rubygems.org server, it is safest
+to use Ruby 1.8 when releasing.
+
+Run `rake release`. This will populate the gemspecs with data from
+RAILS_VERSION, commit the changes, tag it, and push the gems to rubygems.org.
+Here are the commands that `rake release` should use, so you can understand
+what to do in case anything goes wrong:
+
+ $ rake all:build
+ $ git commit -am'updating RAILS_VERSION'
+ $ git tag -m'tagging rc release' v3.0.10.rc1
+ $ for i in $(ls dist); do gem push $i; 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
+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
+issues with the release candidate to the rails-core mailing list.
+
+IMPORTANT: If anything users experience regressions when using the release
+candidate, you *must* postpone the release. Bugfix releases *should not*
+break existing applications.
+
+=== Post the announcement to the Rails blog.
+
+If you used markdown format for your email, you can just paste it in to the
+blog.
+
+* http://weblog.rubyonrails.org
+
+=== Post the announcement to the Rails twitter account.
+
+== Time between release candidate and actual release
+
+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
+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
+commits should be added to the release branch besides regression fixing commits.
+
+== Day of release
+
+Many of these steps are the same as for the release candidate, so if you need
+more explanation on a particular step, so the RC steps.
+
+=== Email the rails security announce list, once for each vulnerability fixed.
+
+You can do this, or ask the security team to do it.
+
+FIXME: I can't remember the email addresses, but we should list them here.
+FIXME: Possibly we should do this the day of the RC?
+
+* Apply security patches to the release branch
+* Update CHANGELOG with security fixes.
+* Update RAILS_VERSION to remove the rc
+* Release the gems
+* Email announcement
+
+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,
+so we need to give them the security fixes in patch form.
+
+* Blog announcements
+* Twitter announcements
+* Merge the release branch to the stable branch.
+* Drink beer (or other cocktail)
+
+== Misc
+
+=== Fixing the CI
+
+There are two simple steps for fixing the CI:
+
+1. Identify the problem
+2. Fix it
+
+Repeat these steps until the CI is green.