From e3c6385959bca1d632ee59d1fccbcb1c612a53c5 Mon Sep 17 00:00:00 2001 From: Taylor Thomas Date: Thu, 3 Jan 2019 10:16:53 -0800 Subject: [PATCH] doc(release_checklist): Adds steps for categorizing changelogs Closes #5119 Also includes some formatting fixes to wrap lines at 80 chars Signed-off-by: Taylor Thomas --- docs/release_checklist.md | 156 ++++++++++++++++++++++++++++---------- 1 file changed, 117 insertions(+), 39 deletions(-) diff --git a/docs/release_checklist.md b/docs/release_checklist.md index c69db9d21..4011b6675 100644 --- a/docs/release_checklist.md +++ b/docs/release_checklist.md @@ -3,8 +3,8 @@ **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 @@ -17,17 +17,19 @@ identified: - 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 given release. +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 +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 @@ -37,17 +39,28 @@ 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](http://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 @@ -68,7 +81,10 @@ export RELEASE_CANDIDATE_NAME="$RELEASE_NAME-rc.1" ### 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 creating a `release-vX.Y.0` branch from master. +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 git fetch upstream @@ -76,11 +92,13 @@ 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 @@ -88,7 +106,8 @@ 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 @@ -98,11 +117,13 @@ git cherry-pick -x git cherry-pick -x ``` -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 @@ -128,28 +149,36 @@ git commit -m "bump version to $RELEASE_CANDIDATE_NAME" ## 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 $RELEASE_CANDIDATE_NAME ``` -CircleCI will automatically create a tagged release image and client binary to test with. +CircleCI will automatically create a tagged release image and client binary to +test with. -For testers, the process to start testing after CircleCI finishes building the artifacts involves the following steps to grab the client from Google Cloud Storage: +For testers, the process to start testing after CircleCI finishes building the +artifacts involves the following steps to grab the client from Google Cloud +Storage: linux/amd64, using /bin/bash: @@ -169,21 +198,35 @@ windows/amd64, using PowerShell: PS C:\> Invoke-WebRequest -Uri "https://kubernetes-helm.storage.googleapis.com/helm-$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 ``` -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: @@ -197,7 +240,9 @@ 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 @@ -207,9 +252,13 @@ git push upstream $RELEASE_NAME ## 7. 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: @@ -226,6 +275,13 @@ 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: @@ -250,23 +306,45 @@ The [Quickstart Guide](https://docs.helm.sh/using_helm/#quickstart-guide) will g ## Changelog -- chore(*): bump version to v2.7.0 08c1144f5eb3e3b636d9775617287cc26e53dba4 (Adam Reese) +### 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) ``` -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 ``` -Once finished, go into GitHub and edit the release notes for the tagged release with the notes written here. +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. ## 8. 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. -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. +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. -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!