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doc(release_checklist): remove steps for categorizing changelogs

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This reverts commit e3c6385959.

Signed-off-by: Matthew Fisher <matt.fisher@microsoft.com>
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Matthew Fisher 7 years ago
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docs/release_checklist.md
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@ -3,33 +3,30 @@
**IMPORTANT**: If your experience deviates from this document, please document the changes to keep it up-to-date.
## Release Meetings
As part of the release process, two of the weekly developer calls will be
co-opted as "release meetings."
As part of the release process, two of the weekly developer calls will be co-opted as "release meetings."
### Start of the Release Cycle
The first developer call after a release will be used as the release meeting to
start the next release cycle. During this meeting, the following items must be
identified:
The first developer call after a release will be used as the release meeting to start the next release cycle.
During this meeting, the following items must be identified:
- Release date
- Goals/Objectives for this release
- The release manager (basically whoever is going to cut the release)
- Any other important details for the community
All of this information should be added to the GitHub milestone for the given
release. This should give the community and maintainers a clear set of
guidelines to follow when choosing whether or not to add issues and PRs to a
All of this information should be added to the GitHub milestone for the given release. This should give the
community and maintainers a clear set of guidelines to follow when choosing whether or not to add issues and PRs to a
given release.
### End (almost) of the Release Cycle
The developer call closest to two weeks before the scheduled release date will
be used to review any remaining PRs that should be pulled into the release. This
is the place to debate whether or not we should wait before cutting a release
and any other concerns. At the end of this meeting, if the release date has not
been pushed out, the first RC should be cut. Subsequent developer calls in
between this meeting and the release date should have some time set aside to see
if any bugs were found. Once the release date is reached, the final release can
be cut
The developer call closest to two weeks before the scheduled release date will be used to review any remaining PRs that
should be pulled into the release. This is the place to debate whether or not we should wait before cutting a release
and any other concerns. At the end of this meeting, if the release date has not been pushed out, the first RC should be
cut. Subsequent developer calls in between this meeting and the release date should have some time set aside to see if
any bugs were found. Once the release date is reached, the final release can be cut.
## A Maintainer's Guide to Releasing Helm
@ -39,28 +36,24 @@ So you're in charge of a new release for Helm? Cool. Here's what to do...
Just kidding! :trollface:
All releases will be of the form vX.Y.Z where X is the major version number, Y
is the minor version number and Z is the patch release number. This project
strictly follows [semantic versioning](https://semver.org/) so following this
step is critical.
All releases will be of the form vX.Y.Z where X is the major version number, Y is the minor version number and Z is the
patch release number. This project strictly follows [semantic versioning](http://semver.org/) so following this step is
critical.
It is important to note that this document assumes that the git remote in your
repository that corresponds to "https://github.com/helm/helm" is named
"upstream". If yours is not (for example, if you've chosen to name it "origin"
or something similar instead), be sure to adjust the listed snippets for your
local environment accordingly. If you are not sure what your upstream remote is
named, use a command like `git remote -v` to find out.
It is important to note that this document assumes that the git remote in your repository that corresponds to
"https://github.com/helm/helm" is named "upstream". If yours is not (for example, if you've chosen to name it "origin"
or something similar instead), be sure to adjust the listed snippets for your local environment accordingly. If you are
not sure what your upstream remote is named, use a command like `git remote -v` to find out.
If you don't have an upstream remote, you can add one easily using something
like:
If you don't have an upstream remote, you can add one easily using something like:
```shell
git remote add upstream git@github.com:helm/helm.git
```
In this doc, we are going to reference a few environment variables as well,
which you may want to set for convenience. For major/minor releases, use the
following:
In this doc, we are going to reference a few environment variables as well, which you may want to set for convenience.
For major/minor releases, use the following:
```shell
export RELEASE_NAME=vX.Y.0
@ -95,9 +88,8 @@ network. If you use GnuPG you can follow the [instructions provided by Debian](h
### Major/Minor Releases
Major releases are for new feature additions and behavioral changes *that break
backwards compatibility*. Minor releases are for new feature additions that do
not break backwards compatibility. To create a major or minor release, start by
Major releases are for new feature additions and behavioral changes *that break backwards compatibility*. Minor releases
are for new feature additions that do not break backwards compatibility. To create a major or minor release, start by
creating a `release-vX.Y.0` branch from master.
```shell
@ -106,13 +98,12 @@ git checkout upstream/master
git checkout -b $RELEASE_BRANCH_NAME
```
This new branch is going to be the base for the release, which we are going to
iterate upon later.
This new branch is going to be the base for the release, which we are going to iterate upon later.
### Patch releases
Patch releases are a few critical cherry-picked fixes to existing releases.
Start by creating a `release-vX.Y.Z` branch from the latest patch release.
Patch releases are a few critical cherry-picked fixes to existing releases. Start by creating a `release-vX.Y.Z` branch
from the latest patch release.
```shell
git fetch upstream --tags
@ -120,8 +111,7 @@ git checkout $PREVIOUS_PATCH_RELEASE
git checkout -b $RELEASE_BRANCH_NAME
```
From here, we can cherry-pick the commits we want to bring into the patch
release:
From here, we can cherry-pick the commits we want to bring into the patch release:
```shell
# get the commits ids we want to cherry-pick
@ -130,13 +120,11 @@ git log --oneline
git cherry-pick -x <commit-id>
```
This new branch is going to be the base for the release, which we are going to
iterate upon later.
This new branch is going to be the base for the release, which we are going to iterate upon later.
## 2. Change the Version Number in Git
When doing a minor release, make sure to update pkg/version/version.go with the
new release version.
When doing a minor release, make sure to update pkg/version/version.go with the new release version.
```shell
$ git diff pkg/version/version.go
@ -180,32 +168,28 @@ git push origin bump-version-<release-version>
## 3. Commit and Push the Release Branch
In order for others to start testing, we can now push the release branch
upstream and start the test process.
In order for others to start testing, we can now push the release branch upstream and start the test process.
```shell
git push upstream $RELEASE_BRANCH_NAME
```
Make sure to check [helm on CircleCI](https://circleci.com/gh/helm/helm) and
make sure the release passed CI before proceeding.
Make sure to check [helm on CircleCI](https://circleci.com/gh/helm/helm) and make sure the release passed CI before
proceeding.
If anyone is available, let others peer-review the branch before continuing to
ensure that all the proper changes have been made and all of the commits for the
release are there.
If anyone is available, let others peer-review the branch before continuing to ensure that all the proper changes have
been made and all of the commits for the release are there.
## 4. Create a Release Candidate
Now that the release branch is out and ready, it is time to start creating and
iterating on release candidates.
Now that the release branch is out and ready, it is time to start creating and iterating on release candidates.
```shell
git tag --sign --annotate "${RELEASE_CANDIDATE_NAME}" --message "Helm release ${RELEASE_CANDIDATE_NAME}"
git push upstream $RELEASE_CANDIDATE_NAME
```
CircleCI will automatically create a tagged release image and client binary to
test with.
CircleCI will automatically create a tagged release image and client binary to test with.
For testers, the process to start testing after CircleCI finishes building the
artifacts involves the following steps to grab the client:
@ -228,35 +212,29 @@ windows/amd64, using PowerShell:
PS C:\> Invoke-WebRequest -Uri "https://get.helm.sh/helm-$RELEASE_CANDIDATE_NAME-windows-amd64.zip" -OutFile "helm-$ReleaseCandidateName-windows-amd64.zip"
```
Then, unpack and move the binary to somewhere on your $PATH, or move it
somewhere and add it to your $PATH (e.g. /usr/local/bin/helm for linux/macOS,
C:\Program Files\helm\helm.exe for Windows).
Then, unpack and move the binary to somewhere on your $PATH, or move it somewhere and add it to your $PATH
(e.g. /usr/local/bin/helm for linux/macOS, C:\Program Files\helm\helm.exe for Windows).
## 5. Iterate on Successive Release Candidates
Spend several days explicitly investing time and resources to try and break helm
in every possible way, documenting any findings pertinent to the release. This
time should be spent testing and finding ways in which the release might have
caused various features or upgrade environments to have issues, not coding.
During this time, the release is in code freeze, and any additional code changes
will be pushed out to the next release.
Spend several days explicitly investing time and resources to try and break helm in every possible way, documenting any
findings pertinent to the release. This time should be spent testing and finding ways in which the release might have
caused various features or upgrade environments to have issues, not coding. During this time, the release is in code
freeze, and any additional code changes will be pushed out to the next release.
During this phase, the $RELEASE_BRANCH_NAME branch will keep evolving as you
will produce new release candidates. The frequency of new candidates is up to
the release manager: use your best judgement taking into account the severity of
reported issues, testers' availability, and the release deadline date. Generally
speaking, it is better to let a release roll over the deadline than to ship a
broken release.
During this phase, the $RELEASE_BRANCH_NAME branch will keep evolving as you will produce new release candidates. The
frequency of new candidates is up to the release manager: use your best judgement taking into account the severity of
reported issues, testers' availability, and the release deadline date. Generally speaking, it is better to let a release
roll over the deadline than to ship a broken release.
Each time you'll want to produce a new release candidate, you will start by
adding commits to the branch by cherry-picking from master:
Each time you'll want to produce a new release candidate, you will start by adding commits to the branch by
cherry-picking from master:
```shell
git cherry-pick -x <commit_id>
```
You will also want to update the release version number and the CHANGELOG as we
did in steps 2 and 3 as separate commits.
You will also want to update the release version number and the CHANGELOG as we did in steps 2 and 3 as separate commits.
After that, tag it and notify users of the new release candidate:
@ -270,9 +248,8 @@ From here on just repeat this process, continuously testing until you're happy w
## 6. Finalize the Release
When you're finally happy with the quality of a release candidate, you can move
on and create the real thing. Double-check one last time to make sure everything
is in order, then finally push the release tag.
When you're finally happy with the quality of a release candidate, you can move on and create the real thing.
Double-check one last time to make sure everything is in order, then finally push the release tag.
```shell
git checkout $RELEASE_BRANCH_NAME
@ -285,9 +262,8 @@ release and push the release again.
## 7. PGP Sign the downloads
While hashes provide a signature that the content of the downloads is what it
was generated, signed packages provide traceability of where the package came
from.
While hashes provide a signature that the content of the downloads is what it was generated, signed packages provide
traceability of where the package came from.
To do this, run the following `make` commands:
@ -304,13 +280,11 @@ All of the signature files need to be uploaded to the release on GitHub.
## 8. Write the Release Notes
We will auto-generate a changelog based on the commits that occurred during a
release cycle, but it is usually more beneficial to the end-user if the release
notes are hand-written by a human being/marketing team/dog.
We will auto-generate a changelog based on the commits that occurred during a release cycle, but it is usually more
beneficial to the end-user if the release notes are hand-written by a human being/marketing team/dog.
If you're releasing a major/minor release, listing notable user-facing features
is usually sufficient. For patch releases, do the same, but make note of the
symptoms and who is affected.
If you're releasing a major/minor release, listing notable user-facing features is usually sufficient. For patch
releases, do the same, but make note of the symptoms and who is affected.
An example release note for a minor release would look like this:
@ -327,13 +301,6 @@ The community keeps growing, and we'd love to see you there!
- Hang out at the Public Developer Call: Thursday, 9:30 Pacific via [Zoom](https://zoom.us/j/696660622)
- Test, debug, and contribute charts: [GitHub/helm/charts](https://github.com/helm/charts)
## Features and Changes
- Major
- features
- list
- here
## Installation and Upgrading
Download Helm X.Y. The common platform binaries are here:
@ -358,35 +325,19 @@ The [Quickstart Guide](https://docs.helm.sh/using_helm/#quickstart-guide) will g
## Changelog
### Features
- ref(*): kubernetes v1.11 support efadbd88035654b2951f3958167afed014c46bc6 (Adam Reese)
- feat(helm): add $HELM_KEY_PASSPHRASE environment variable for signing helm charts (#4778) 1e26b5300b5166fabb90002535aacd2f9cc7d787
### Bug fixes
- fix circle not building tags f4f932fabd197f7e6d608c8672b33a483b4b76fa (Matthew Fisher)
### Code cleanup
- ref(kube): Gets rid of superfluous Sprintf call 3071a16f5eb3a2b646d9795617287cc26e53dba4 (Taylor Thomas)
- chore(*): bump version to v2.7.0 08c1144f5eb3e3b636d9775617287cc26e53dba4 (Adam Reese)
### Documentation Changes
- docs(release_checklist): fix changelog generation command (#4694) 8442851a5c566a01d9b4c69b368d64daa04f6a7f (Matthew Fisher)
- fix circle not building tags f4f932fabd197f7e6d608c8672b33a483b4b76fa (Matthew Fisher)
```
The changelog at the bottom of the release notes can be generated with this
command:
The changelog at the bottom of the release notes can be generated with this command:
```shell
PREVIOUS_RELEASE=vX.Y.Z
git log --no-merges --pretty=format:'- %s %H (%aN)' $PREVIOUS_RELEASE..$RELEASE_NAME
```
After generating the changelog, you will need to categorize the changes as shown
in the example above.
Once finished, go into GitHub and edit the release notes for the tagged release with the notes written here.
Remember to attach the ascii armored signatures generated in the previous step to the release notes.
Once finished, go into GitHub and edit the release notes for the tagged release with the notes written here. Remember to
attach the ascii armored signatures generated in the previous step to the release notes.
It is now worth getting other people to take a look at the release notes before the release is published. Send
a request out to [#helm-dev](https://kubernetes.slack.com/messages/C51E88VDG) for review. It is always
@ -396,11 +347,15 @@ When you are ready to go, hit `publish`.
## 9. Evangelize
Congratulations! You're done. Go grab yourself a $DRINK_OF_CHOICE. You've earned
it.
Congratulations! You're done. Go grab yourself a $DRINK_OF_CHOICE. You've earned it.
<<<<<<< HEAD
After enjoying a nice $DRINK_OF_CHOICE, go forth and announce the glad tidings
of the new release in Slack and on Twitter.
=======
After enjoying a nice $DRINK_OF_CHOICE, go forth and announce the glad tidings of the new release in Slack and on
Twitter. You should also notify any key partners in the helm community such as the homebrew formula maintainers, the
owners of incubator projects (e.g. ChartMuseum) and any other interested parties.
>>>>>>> doc(release_checklist): remove steps for categorizing changelogs
Optionally, write a blog post about the new release and showcase some of the new
features on there!
Optionally, write a blog post about the new release and showcase some of the new features on there!

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