[CRAN Release] v0.9.0

[donyunardi]

Blocked by

• [Bug]: Consistent argument names and defaults #923
• Pre-release activities #919
• [CRAN Release]: v0.5.0 teal.transform#171
• [CRAN Release]: v0.4.0 teal.data#226
• [CRAN Release]: v0.15.0 teal#1013
• Decrease dependency #618
• https://github.com/insightsengineering/coredev-tasks/issues/489
• [Bug]: Error in some teal modules potentially because of some residual delayed logic #918
• [Bug]: tm_g_km() R code not running #991
• Review if all parameters have {checkmate} statement in all functions #1047 ?
• Fix teal apps tlg-catalog#16 ?

Pre-release

• Double check DESCRIPTION file
  • Make sure teal framework dependencies are correct after the CRAN release.
• Make sure you adhere to CRAN submission policy: https://cran.r-project.org/web/packages/submission_checklist.html; https://cran.r-project.org/web/packages/policies.html.
• 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 (Optional).
• Revisit R-package's lifecycle badges (Optional).
• Make sure that all upstream dependencies of this package that need to be submitted to CRAN were accepted before going into release activities.
• Make sure integration tests are green 2-3 days before the release. Look carefully through logs (check for warnings and notes).
• Decide what gets merged in before starting release activities.
• Review functions authors and ask for permission to put their names (and email) on CRAN. It might happen that those peoples email is no longer valid (as they left the company) so there is a little sense in putting them as maintainers.

Release

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.
• Update README.md:
  • Add CRAN badges in README. See teal repo for example.
  • Update installation in README to install from CRAN. See teal repo for example.
• 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 and its reverse dependencies (Optional).
  • Increase versioned dependency on {package name} to >=X.Y.Z (Optional).
• Commit your changes and create the PR on GitHub (add "[skip vbump]" in the PR title).
• Add all updates, commit, and push changes:

  # Make the necessary modifications to your files
  # Stage the changes
  git add <files your modified>
  # Commit the changes
  git commit -m "[skip vbump] <Your commit message>"
  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).

CRAN submission

• 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).

  # Create rc tag for submission for internal validation
  git tag vX.Y.Z-rc<iteration number>
  git push origin vX.Y.Z-rc<iteration number>
  

• Build the package locally using the command:R CMD build . which will generate a .tar.gz file necessary for the CRAN submission.
• Submit the package to https://win-builder.r-project.org/upload.aspx for testing, for more details please see "Building and checking R source packages for Windows": https://win-builder.r-project.org/.
• Once tested, send the package that was built in the previous steps to CRAN via this form: https://cran.r-project.org/submit.html.
• Address CRAN feedback, tag the package vX.Y.Z-rc(n+1) and repeat the submission to CRAN whenever necessary.
• Get the package accepted and published on CRAN.

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

• CI checks are passing in GH before releasing the package.
• 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 <commit hash>
  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.

Post-release

• Ensure that CRAN checks are passing for the package.
• Make sure that the package is published to internal repositories.
• Make sure internal documentation is up to date.
• Review and update installation instructions for the package wherever needed (Optional).
• Update all integration tests to reference the new release.
• Announce the release on ________.

Decision tree

Click here to see the release decision tree.

[donyunardi]

Hi @shajoezhu
I propose incrementing the minor version to 0.9.0 due to the introduction of a breaking change in the teal.data refactor.
WDYT?

[shajoezhu]

Hi @donyunardi , yes, I agree. I think it is a good idea