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Update backport, release and sync documentation
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126 changes: 83 additions & 43 deletions book/src/development/infrastructure/backport.md
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Expand Up @@ -5,68 +5,108 @@ Backports in Clippy are rare and should be approved by the Clippy team. For
example, a backport is done, if a crucial ICE was fixed or a lint is broken to a
point, that it has to be disabled, before landing on stable.

Backports are done to the `beta` branch of Clippy. Backports to stable Clippy
releases basically don't exist, since this would require a Rust point release,
which is almost never justifiable for a Clippy fix.
> Note: If you think a PR should be backported you can label it with
> `beta-nominated`. This has to be done before the Thursday the week before the
> release.
## Filtering PRs to backport

## Backport the changes
First, find all labeled PRs using [this filter][beta-accepted-prs].

Next, look at each PR individually. There are a few things to check. Those need
some explanation and are quite subjective. Good judgement is required.

1. **Is the fix worth a backport?**

This is really subjective. An ICE fix usually is. Moving a lint to a _lower_
group (from warn- to allow-by-default) usually as well. An FP fix usually not
(on its own). If a backport is done anyway, FP fixes might also be included.
If the PR has a lot of changes, backports must be considered more carefully.

2. **Is the problem that was fixed by the PR already in `beta`?**

It could be that the problem that was fixed by the PR hasn't made it to the
`beta` branch of the Rust repo yet. If that's the case, and the fix is
already synced to the Rust repo, the fix doesn't need to be backported, as it
will hit stable together with the commit that introduced the problem. If the
fix PR is not synced yet, the fix PR either needs to be "backported" to the
Rust `master` branch or to `beta` in the next backport cycle.

3. **Make sure that the fix is on `master` before porting to `beta`**

The fix must already be synced to the Rust `master` branch. Otherwise, the
next `beta` will be missing this fix again. If it is not yet in `master` it
should probably not be backported. If the backport is really important, do an
out-of-cycle sync first. However, the out-of-cycle sync should be small,
because the changes in that sync will get right into `beta`, without being
tested in `nightly` first.

[beta-accepted-prs]: https://github.com/rust-lang/rust-clippy/issues?q=label%3Abeta-nominated

## Preparation

> Note: All commands in this chapter will be run in the Rust clone.
Follow the instructions in [defining remotes] to define the `clippy-upstream`
remote in the Rust repository.

Backports are done on the beta branch of the Clippy repository.
After that, fetch the remote with

```bash
# Assuming the current directory corresponds to the Clippy repository
$ git checkout beta
$ git checkout -b backport
$ git cherry-pick <SHA> # `<SHA>` is the commit hash of the commit(s), that should be backported
$ git push origin backport
git fetch clippy-upstream master
```

Now you should test that the backport passes all the tests in the Rust
repository. You can do this with:
Then, switch to the `beta` branch:

```bash
# Assuming the current directory corresponds to the Rust repository
$ git checkout beta
# Make sure to change `your-github-name` to your github name in the following command
$ git subtree pull -p src/tools/clippy https://github.com/<your-github-name>/rust-clippy backport
$ ./x.py test src/tools/clippy
git switch beta
git fetch upstream
git reset --hard upstream/beta
```

Should the test fail, you can fix Clippy directly in the Rust repository. This
has to be first applied to the Clippy beta branch and then again synced to the
Rust repository, though. The easiest way to do this is:
[defining remotes]: release.md#defining-remotes

## Backport the changes

When a PR is merged with the GitHub merge queue, the PR is closed with the message

> \<PR title\> (#\<PR number\>)
This commit needs to be backported. To do that, find the `<sha1>` of that commit
and run the following command in the clone of the **Rust repository**:

```bash
# In the Rust repository
$ git diff --patch --relative=src/tools/clippy > clippy.patch
# In the Clippy repository
$ git apply /path/to/clippy.patch
$ git add -u
$ git commit -m "Fix rustup fallout"
$ git push origin backport
git cherry-pick -m 1 `<sha1>`
```

After this, you can open a PR to the `beta` branch of the Clippy repository.
Do this for all PRs that should be backported.

## Open PR in the Rust repository

## Update Clippy in the Rust Repository
Next, open the PR for the backport. Make sure, the PR is opened towards the
`beta` branch and not the `master` branch. The PR description should look like
this:

This step must be done, **after** the PR of the previous step was merged.
```
[beta] Clippy backports
After the backport landed in the Clippy repository, the branch has to be synced
back to the beta branch of the Rust repository.
r? @Mark-Simulacrum
```bash
# Assuming the current directory corresponds to the Rust repository
$ git checkout beta
$ git checkout -b clippy_backport
$ git subtree pull -p src/tools/clippy https://github.com/rust-lang/rust-clippy beta
$ git push origin clippy_backport
Backports:
- <Link to the Clippy PR>
- ...
<Short summary of what is backported and why>
```

Make sure to test the backport in the Rust repository before opening a PR. This
is done with `./x.py test src/tools/clippy`. If that passes all tests, open a PR
to the `beta` branch of the Rust repository. In this PR you should tag the
Clippy team member, that agreed to the backport or the `@rust-lang/clippy` team.
Make sure to add `[beta]` to the title of the PR.
Mark is from the release team and they ultimately have to merge the PR before
branching a new `beta` version. Tag them to take care of the backport. Next,
list all the backports and give a short summary what's backported and why it is
worth backporting this.

## Relabel backported PRs

When a PR is backported to Rust `beta`, label the PR with `beta-accepted`. This
will then get picked up when [writing the changelog].

[writing the changelog]: changelog_update.md#31-include-beta-accepted-prs
128 changes: 65 additions & 63 deletions book/src/development/infrastructure/release.md
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Expand Up @@ -7,112 +7,114 @@ Clippy is released together with stable Rust releases. The dates for these
releases can be found at the [Rust Forge]. This document explains the necessary
steps to create a Clippy release.

1. [Remerge the `beta` branch](#remerge-the-beta-branch)
2. [Update the `beta` branch](#update-the-beta-branch)
3. [Find the Clippy commit](#find-the-clippy-commit)
4. [Tag the stable commit](#tag-the-stable-commit)
5. [Update `CHANGELOG.md`](#update-changelogmd)

> _NOTE:_ This document is for stable Rust releases, not for point releases. For
> point releases, step 1. and 2. should be enough.
1. [Defining Remotes](#defining-remotes)
1. [Bump Version](#bump-version)
1. [Find the Clippy commit](#find-the-clippy-commit)
1. [Update the `beta` branch](#update-the-beta-branch)
1. [Update the `stable` branch](#update-the-stable-branch)
1. [Tag the stable commit](#tag-the-stable-commit)
1. [Update `CHANGELOG.md`](#update-changelogmd)

[Rust Forge]: https://forge.rust-lang.org/

## Remerge the `beta` branch
## Defining Remotes

You may want to define the `upstream` remote of the Clippy project to simplify
the following steps. However, this is optional and you can replace `upstream`
with the full URL instead.

```bash
git remote add upstream [email protected]:rust-lang/rust-clippy
```

This step is only necessary, if since the last release something was backported
to the beta Rust release. The remerge is then necessary, to make sure that the
Clippy commit, that was used by the now stable Rust release, persists in the
tree of the Clippy repository.
## Bump Version

To find out if this step is necessary run
When a release needs to be done, `cargo test` will fail, if the versions in the
`Cargo.toml` are not correct. During that sync, the versions need to be bumped.
This is done by running:

```bash
# Assumes that the local master branch of rust-lang/rust-clippy is up-to-date
$ git fetch upstream
$ git branch master --contains upstream/beta
cargo dev release bump_version
```

If this command outputs `master`, this step is **not** necessary.
This will increase the version number of each relevant `Cargo.toml` file. After
that, just commit the updated files with:

```bash
# Assuming `HEAD` is the current `master` branch of rust-lang/rust-clippy
$ git checkout -b backport_remerge
$ git merge upstream/beta
$ git diff # This diff has to be empty, otherwise something with the remerge failed
$ git push origin backport_remerge # This can be pushed to your fork
git commit -m "Bump Clippy version -> 0.1.XY" **/*Cargo.toml
```

After this, open a PR to the master branch. In this PR, the commit hash of the
`HEAD` of the `beta` branch must exist. In addition to that, no files should be
changed by this PR.
`XY` should be exchanged with the corresponding version

## Update the `beta` branch
## Find the Clippy commit

This step must be done **after** the PR of the previous step was merged.
For both updating the `beta` and the `stable` branch, the first step is to find
the Clippy commit of the last Clippy sync done in the respective Rust branch.

First, the Clippy commit of the `beta` branch of the Rust repository has to be
determined.
Running the following commands _in the Rust repo_ will get the commit for the
specified `<branch>`:

```bash
# Assuming the current directory corresponds to the Rust repository
$ git fetch upstream
$ git checkout upstream/beta
$ BETA_SHA=$(git log --oneline -- src/tools/clippy/ | grep -o "Merge commit '[a-f0-9]*' into .*" | head -1 | sed -e "s/Merge commit '\([a-f0-9]*\)' into .*/\1/g")
git switch <branch>
SHA=$(git log --oneline -- src/tools/clippy/ | grep -o "Merge commit '[a-f0-9]*' into .*" | head -1 | sed -e "s/Merge commit '\([a-f0-9]*\)' into .*/\1/g")
```

After finding the Clippy commit, the `beta` branch in the Clippy repository can
be updated.
Where `<branch>` is one of `stable`, `beta`, or `master`.

## Update the `beta` branch

After getting the commit of the `beta` branch, the `beta` branch in the Clippy
repository can be updated.

```bash
# Assuming the current directory corresponds to the Clippy repository
$ git checkout beta
$ git reset --hard $BETA_SHA
$ git push upstream beta
git checkout beta
git reset --hard $SHA
git push upstream beta
```

## Find the Clippy commit
## Update the `stable` branch

The first step is to tag the Clippy commit, that is included in the stable Rust
release. This commit can be found in the Rust repository.
After getting the commit of the `stable` branch, the `stable` branch in the
Clippy repository can be updated.

```bash
# Assuming the current directory corresponds to the Rust repository
$ git fetch upstream # `upstream` is the `rust-lang/rust` remote
$ git checkout 1.XX.0 # XX should be exchanged with the corresponding version
$ SHA=$(git log --oneline -- src/tools/clippy/ | grep -o "Merge commit '[a-f0-9]*' into .*" | head -1 | sed -e "s/Merge commit '\([a-f0-9]*\)' into .*/\1/g")
git checkout stable
git reset --hard $SHA
git push upstream stable
```

## Tag the stable commit
## Tag the `stable` commit

After finding the Clippy commit, it can be tagged with the release number.
After updating the `stable` branch, tag the HEAD commit and push it to the
Clippy repo.

> Note: Only push the tag once the Deploy GitHub action of the `beta` branch is
> finished. Otherwise the deploy for the tag might fail.
```bash
# Assuming the current directory corresponds to the Clippy repository
$ git checkout $SHA
$ git tag rust-1.XX.0 # XX should be exchanged with the corresponding version
$ git push upstream rust-1.XX.0 # `upstream` is the `rust-lang/rust-clippy` remote
git tag rust-1.XX.0 # XX should be exchanged with the corresponding version
git push upstream rust-1.XX.0 # `upstream` is the `rust-lang/rust-clippy` remote
```

After this, the release should be available on the Clippy [release page].

[release page]: https://github.com/rust-lang/rust-clippy/releases

## Update the `stable` branch
## Publish `clippy_utils`

The `clippy_utils` crate is published to `crates.io` without any stability
guarantees. To do this, after the [sync] and the release is done, switch back to
the `upstream/master` branch and publish `clippy_utils`:

At this step you should have already checked out the commit of the `rust-1.XX.0`
tag. Updating the stable branch from here is as easy as:
> Note: The Rustup PR bumping the nightly and Clippy version **must** be merged
> before doing this.
```bash
# Assuming the current directory corresponds to the Clippy repository and the
# commit of the just created rust-1.XX.0 tag is checked out.
$ git push upstream rust-1.XX.0:stable # `upstream` is the `rust-lang/rust-clippy` remote
git switch master && git pull upstream master
cargo publish --manifest-path clippy_utils/Cargo.toml
```

> _NOTE:_ Usually there are no stable backports for Clippy, so this update
> should be possible without force pushing or anything like this. If there
> should have happened a stable backport, make sure to re-merge those changes
> just as with the `beta` branch.
[sync]: sync.md

## Update `CHANGELOG.md`

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