diff --git a/.github/ISSUE_TEMPLATE/release.yml b/.github/ISSUE_TEMPLATE/release.yml new file mode 100644 index 00000000..f54d69e1 --- /dev/null +++ b/.github/ISSUE_TEMPLATE/release.yml @@ -0,0 +1,120 @@ +--- +name: 🚀 Release +description: Template for package release +title: "[Release]: " +labels: ["release"] +assignees: + - KlaudiaBB + - cicdguy +body: + - type: markdown + attributes: + value: | + ⚠️ Please do not link or mention any internal references in this issue. This includes internal URLs, intellectual property and references. + - type: textarea + id: blocked-by + attributes: + label: Blocked by + description: Any PRs or issues that this release is blocked by. + placeholder: Add a list of blocking PRs or issues here. + value: | + #### PRs + - [ ] PR 1 + + #### Issues + - [ ] Issue 1 + validations: + required: true + - type: textarea + id: pre-release + attributes: + label: Pre-release + description: Pre-requisites that must be fulfilled before initiating the release process. + placeholder: Add your list of pre-requisites here. + value: | + - [ ] Make sure that high priority bugs (label "priority" + "bug") have been resolved before going into the release. + - [ ] Review old/hanging PRs before going into the release. + - [ ] Revisit R-package's lifecycle badges (Optional). + - [ ] Release Manager: Discuss package dependencies, create a plan to sequentially close release activities and submit groups of packages for internal validation (Applicable only for regulatory release). + - [ ] Check Validation Pipeline dry-run results for the package. + - [ ] Make sure all relevant integration tests are green 2-3 days before the release. Look carefully through logs (check for warnings and notes). + - [ ] Inform about the soft code freeze, decide what gets merged in before starting release activities. + - type: textarea + id: release + attributes: + label: Release + description: The steps to be taken in order to create a release. + placeholder: Steps to create a release. + value: | + #### Prepare the release + - [ ] Create a new release candidate branch + `git checkout -b release-candidate-vX.Y.Z` + - [ ] Update NEWS.md file: make sure it reflects a holistic summary of what has changed in the package, check README. + - [ ] Remove the additional fields (`Remotes`) from the DESCRIPTION file where applicable. + - [ ] Make sure that the minimum dependency versions are updated in the DESCRIPTION file for the package. + - [ ] Increase versioned dependency on {package name} to >=X.Y.Z. + - [ ] Commit your changes and create the PR on GitHub (add "[skip vbump]" in the PR title). Add all updates, commit, and push changes: + ```r + # Make the necessary modifications to your files + # Stage the changes + git add + # Commit the changes + git commit -m "[skip vbump] " + git push origin release-candidate-vX.Y.Z + ``` + + #### Test the release + - [ ] Execute the manual tests on Shiny apps that are deployed on various hosting providers (Posit connect and shinyapps.io) - track the results in GitHub issue (Applicable only for frameworks that use Shiny). + - [ ] Monitor integration tests, if integration fails, create priority issues on the board. + - [ ] Execute UAT tests (Optional). + + #### Validation loop + + **Note:** This section is applicable only for regulatory packages. + + - [ ] Tag the update(s) as a release candidate vX.Y.Z-rc (e.g. v0.5.3-rc1) on the release candidate branch (release-candidate-vX.Y.Z). + ```r + # Create rc tag for submission for internal validation + git tag vX.Y.Z-rc + git push origin vX.Y.Z-rc + ``` + - [ ] Submit the package for internal validation. + - [ ] Address any feedback (internal validation/user testing), retag the package as a release candidate vX.Y.Z-rc(n+1). Repeat the submission for internal validation if necessary. + - [ ] Get the package validated. + + #### Tag the release + - [ ] If the additional fields were removed, add them back in a separate PR, and then merge the PR back to main (add "[skip vbump]" in the PR title). If nothing was removed just merge the PR you created in the "Prepare the release" section to `main`. Note the commit hash of the merged commit. **Note:** additional commits might be added to the `main` branch by a bot or an automation - we do **NOT** want to tag this commit. + + ##### Make sure of the following before continuing with the release: + - [ ] CI checks are passing in GH. + - [ ] Shiny apps are deployable and there are no errors/warnings (Applicable only for frameworks that use Shiny). + + - [ ] Create a git tag with the final version set to vX.Y.Z on the main branch. In order to do this: + 1. Checkout the commit hash. + `git checkout ` + 2. Tag the hash with the release version (vX.Y.Z). + `git tag vX.Y.Z` + 3. Push the tag to make the final release. + `git push origin vX.Y.Z` + - [ ] Update downstream package dependencies to (>=X.Y.Z) in {package name}. + **Note:** Once the release tag is created, the package is automatically published to internal repositories. + - type: textarea + id: post-release + attributes: + label: Post-release + description: The list of activities to be completed after the release. + placeholder: The steps that must be taken after the release. + value: | + - [ ] Make sure that the package is published to internal repositories (Validated and/or Non-Validated repository). + - [ ] Review and update installation instructions for the package if needed. + - [ ] Make sure internal documentation/documentation catalogs are up to date. + - [ ] Notify the IDR team to start post-release/clean-up activities. + - [ ] Announce the release on ________. + - type: textarea + id: decision-tree + attributes: + label: Decision tree + description: Any decision tree(s) that would aid release management + placeholder: Any decision tree(s) that would aid release management. + value: | + Click [here](https://github.com/insightsengineering/.github/blob/main/.github/ISSUE_TEMPLATE/RELEASE_DECISION_TREE.md) to see the release decision tree.