;doc: RELEASING: updates
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							| @ -9,8 +9,12 @@ Some of this might move elsewhere later. | ||||
| 
 | ||||
| ## Terminology | ||||
| 
 | ||||
| - "main" / "main branch" = `master` branch in the main hledger repo (might get renamed in future) | ||||
| - "release" / "release branch" = a release branch in the main hledger repo (eg `1.22-branch`) | ||||
| - **OLD** - previous release version, eg `1.22` or `1.22.1` | ||||
| - **NEW** - new release version, eg `1.22.2` or `1.23` | ||||
| - **MAJORVER** - just the major version part, eg `1.22` or `1.23` | ||||
| - **master** / **master branch** - `master` branch in the main hledger repo | ||||
| - **release** / **release branch** - a release branch in the main hledger repo, named MAJORVER-branch, eg `1.22-branch` | ||||
| - **site** / **site repo** - master branch in the hledger_website repo, usually cloned under the main repo as `site` | ||||
| 
 | ||||
| ## Commits | ||||
| 
 | ||||
| @ -33,7 +37,7 @@ Follow our [commit conventions](CONTRIBUTING.html#commit-messages): | ||||
| 
 | ||||
| ## Changelogs | ||||
| 
 | ||||
| Always maintain changelogs in main branch (not in release branches). | ||||
| Always maintain changelogs in master branch (not in release branches). | ||||
| 
 | ||||
| **Frequently**, especially after merging changes, and before cherry picking into release branch: | ||||
| 
 | ||||
| @ -48,7 +52,7 @@ Always maintain changelogs in main branch (not in release branches). | ||||
| - commit: `./Shake changelogs -c` | ||||
| 
 | ||||
| **After cherry-picking** changes to a release branch: | ||||
| - in the main branch changelogs, move the corresponding changelog items under a pending release heading, | ||||
| - in the master branch changelogs, move the corresponding changelog items under a pending release heading, | ||||
|   creating that when necessary: | ||||
|     ``` | ||||
|     # LATESTHASH | ||||
| @ -66,17 +70,17 @@ Always maintain changelogs in main branch (not in release branches). | ||||
| 
 | ||||
| - do final update/edits; check organisation, wording, formatting, issue links | ||||
| - replace "unreleased" with the release date | ||||
| - copy the new sections from main changelogs to release branch changelogs | ||||
| - copy the new sections from master changelogs to release branch changelogs | ||||
| 
 | ||||
| ## Pre release | ||||
| ## Release prep | ||||
| 
 | ||||
| 1. create release branch when needed:\ | ||||
|   `git branch MAJORVER-branch BRANCHPOINT`\ | ||||
|    Sometimes, we make the major release tag (`1.22`) on master, | ||||
|    and create a release branch (`1.22-branch`) when there's a followup minor release:\ | ||||
|    Sometimes when convenient we make major releases on master (adapt the steps below as needed). | ||||
|    And make the release branch later, when a minor release becomes necessary, eg:\ | ||||
|   `git branch 1.22-branch 1.22` | ||||
| 
 | ||||
| 1. update changelogs in main | ||||
| 1. update changelogs in master | ||||
| 
 | ||||
| 1. review changes so far, estimate which packages will be released | ||||
| 
 | ||||
| @ -88,62 +92,118 @@ Always maintain changelogs in main branch (not in release branches). | ||||
|         - ignore changelog commits / other boring commits  | ||||
|           ("dev: doc: update changelogs") | ||||
| 
 | ||||
|     - update changelogs in main (move corresponding change items under pending release heading) | ||||
|     - update changelogs in master (move corresponding change items under pending release heading) | ||||
| 
 | ||||
| ## Release | ||||
| ## Release day | ||||
| 
 | ||||
| - finalise [changelogs](#changelogs) in main, | ||||
|   copy to changelogs in release branch | ||||
| In master: | ||||
| 
 | ||||
| - `./Shake.hs` to update `Shake` and review release tasks | ||||
| - `./Shake.hs` to ensure `Shake` is current, review commands | ||||
| 
 | ||||
| - `./Shake setversion VER [-c]` (first without `-c` to review, then with `-c` to commit).\ | ||||
|   Also `touch hledger/Hledger/Cli/Version.hs` ? | ||||
| - finalise [changelogs](#changelogs), copy each new section (emacs `C-x r s a` ... `b` ... `c` ... `d`) | ||||
| 
 | ||||
| In release branch: | ||||
| 
 | ||||
| - paste new sections into changelogs | ||||
| 
 | ||||
| - `./Shake setversion NEWVER [-c]` (first without `-c` to review, then with `-c` to commit). | ||||
|   <!-- Also `touch hledger/Hledger/Cli/Version.hs` ? --> | ||||
| 
 | ||||
| - `./Shake cmdhelp [-c]` | ||||
| 
 | ||||
| - `./Shake mandates` | ||||
| 
 | ||||
| - `./Shake manuals [-c]` | ||||
| - `./Shake manuals -B [-c]`  (using up to date doctool versions) | ||||
| 
 | ||||
| - `make tag` | ||||
| - `make tag`  (signed annotated tags for each package and the overall release) | ||||
| 
 | ||||
| - `make hackageupload` | ||||
| 
 | ||||
| - push tags: magit `P t` | ||||
| - `stack clean && stack install && hledger --version && hledger-ui --version && hledger-web --version` | ||||
|   to build locally and check version strings | ||||
| 
 | ||||
| - push to CI branches to test & generate binaries | ||||
|   - magit `P -f e origin/ci-windows` | ||||
|   - ... `origin/ci-mac` | ||||
|   - ... `origin/ci-linux-static` | ||||
|   - ... `origin/ci-linux-static-arm32` | ||||
|   - magit `P -f e origin/ci-mac` | ||||
|   - magit `P -f e origin/ci-linux-static` | ||||
|   - magit `P -f e origin/ci-linux-static-arm32` if needed | ||||
| 
 | ||||
| - in site: update `download.md` | ||||
| In site repo: | ||||
| 
 | ||||
| - in site: update `relnotes.md` | ||||
|   - copy template | ||||
|   - add new changelog sections, omitting hledger-lib | ||||
|   - add summary | ||||
|   - add contributors | ||||
| - update `download.md` | ||||
|   - outputs in --version examples (search: hledger --version) | ||||
|   - final output line from `hledger test` (run in terminal for normal speed) | ||||
|   - query-replace OLD -> NEW in  | ||||
|     - "current hledger release" | ||||
|     - CI binaries badges/links, including linux-static-arm32v7 if built | ||||
|     - "building from source" | ||||
|     - stack install command | ||||
|     - cabal install command | ||||
|   - query-replace OLD-brightgreen -> OLD-red | ||||
|   - commit: `download: NEW` | ||||
| 
 | ||||
| - update `doc/ANNOUNCE` | ||||
|   - summary/contributors from release notes | ||||
| - update `relnotes.md` | ||||
|   - copy template, uncomment | ||||
|   - replace date | ||||
|   - replace XX with NEW | ||||
|   - add new changelog sections, excluding hledger-lib | ||||
|   - remove any empty sections | ||||
|   - add contributors, `git shortlog -sn OLD..NEW` | ||||
|   - add summary (major release) or remove it (minor release) | ||||
|   - check preview in vs code | ||||
|   - commit: `relnotes: NEW` | ||||
| 
 | ||||
| In release branch: | ||||
| 
 | ||||
| - update `doc/ANNOUNCE` (major release) | ||||
|   - summary, contributors from release notes | ||||
|   - any other edits | ||||
|   - commit: `;doc: ANNOUNCE` | ||||
| 
 | ||||
| In master: | ||||
| 
 | ||||
| - cherry pick useful release branch changes | ||||
|   - `;doc: ANNOUNCE` | ||||
| 
 | ||||
| - wait for CI binaries, https://ci.hledger.org | ||||
| 
 | ||||
| - pre-release pause: take a break away from keyboard | ||||
| 
 | ||||
| ## Release | ||||
| 
 | ||||
| In release branch: | ||||
| 
 | ||||
| - review status, reflect | ||||
| 
 | ||||
| - `make hackageupload` | ||||
| 
 | ||||
| - push tags: magit `P t origin` | ||||
| 
 | ||||
| - create github release | ||||
|   - tag VER, title VER, body similar to previous release | ||||
|   - at https://ci.hledger.org download each CI branch artifact when ready, to ~/Downloads/hledger-VER/ | ||||
|   - drag artifacts into github draft release | ||||
|   - https://github.com/simonmichael/hledger/releases, copy last release's body | ||||
|   - create new release from NEW tag if CI workflow has failed | ||||
|   - tag NEW, title NEW, body similar to previous release | ||||
|   - at https://ci.hledger.org download CI binary artifacts, check sizes look similar to previous | ||||
|   - select downloaded artifacts in Finder, drag into github release | ||||
|   - publish release | ||||
| 
 | ||||
| - announce | ||||
|   - send ANNOUNCE to hledger@googlegroups.com, haskell-cafe@googlegroups.com | ||||
|   - link release notes/summary in #hledger:matrix.org, #hledger:libera.chat | ||||
|   - tweet at https://twitter.com/simonkwmichael | ||||
|   - toot at https://fosstodon.org/web/accounts/106304084994827771 | ||||
|   - push website download/relnotes updates | ||||
|   - share release notes link, summary in #hledger:libera.chat | ||||
|   - share release notes link, summary, release notes markdown in #hledger:matrix.org | ||||
|   - send ANNOUNCE to hledger@googlegroups.com, haskell-cafe@googlegroups.com (major release) | ||||
|     or brief announcement to hledger@googlegroups.com (minor release) | ||||
|     - ANN: hledger NEW | ||||
|     - release notes link, summary | ||||
|     - release notes html (copied from browser) | ||||
|   - tweet at https://twitter.com/simonkwmichael ? | ||||
|   - toot at https://fosstodon.org/web/accounts/106304084994827771 ? | ||||
| 
 | ||||
| ## Post release | ||||
| 
 | ||||
| - merge/check/update download page changes (docker, homebrew, nix, linux distros..) | ||||
| - merge/check/update download page changes | ||||
|   - docker - expect/merge PR | ||||
|   - homebrew - expect badge to update soon | ||||
|   - nix - expect `make nix-hledger-version` to update after a few days, find and update to that commit hash | ||||
|   - linux distros - once in a while, follow the links & search for newer versions, update | ||||
| 
 | ||||
| - support | ||||
| 
 | ||||
|  | ||||
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