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Release process

As soon as the previous version branched off master

In principle, these steps should be undertaken by the RM of the next release. Unfortunately, we have not yet been able to nominate RMs early enough in the process for this person to be known at that point in time.

  • Create a new issue to track the release process where you can copy-paste the present checklist.

  • Change the version name to the next major version and the magic numbers (see #7008).

    Additionally, in the same commit, update the compatibility infrastructure, which consists of invoking dev/tools/update-compat.py with the --master flag.

    Note that the update-compat.py script must be run twice: once immediately after branching with the --master flag (which sets up Coq to support four -compat flag arguments), in the same commit as the one that updates coq_version in configure.ml, and once again later on before the next branch point with the --release flag (see next section).

  • Put the corresponding alpha tag using git tag -s. The VX.X+alpha tag marks the first commit to be in master and not in the branch of the previous version.

  • Create the X.X+beta1 milestone if it did not already exist.

  • Decide the release calendar with the team (freeze date, beta date, final release date) and put this information in the milestone (using the description and due date fields).

Anytime after the previous version is branched off master

  • Update the compatibility infrastructure to the next release, which consists of invoking dev/tools/update-compat.py with the --release flag; this sets up Coq to support three -compat flag arguments. To ensure that CI passes, you will have to decide what to do about all test-suite files which mention -compat U.U or Coq.Comapt.CoqUU (which is no longer valid, since we only keep compatibility against the two previous versions on releases), and you may have to prepare overlays for projects using the compatibility flags.

About one month before the beta

  • Create the X.X.0 milestone and set its due date.

  • Send an announcement of the upcoming freeze on Coqdev and ask people to remove from the beta milestone what they already know won't be ready on time (possibly postponing to the X.X.0 milestone for minor bug fixes, infrastructure and documentation updates).

  • Determine which issues should / must be fixed before the beta, add them to the beta milestone, possibly with a "priority: blocker" label. Make sure that all these issues are assigned (and that the assignee provides an ETA).

  • Ping the development coordinator (@mattam82) to get him started on the update to the Credits chapter of the reference manual. See also #7058.

    The command that was used in the previous versions to get the list of contributors for this version is git shortlog -s -n VX.X+alpha..master | cut -f2 | sort -k 2. Note that the ordering is approximative as it will misplace people with middle names. It is also probably not correctly handling Co-authored-by info that we have been using more lately, so should probably be updated to account for this.

On the date of the feature freeze

  • Create the new version branch vX.X (using this name will ensure that the branch will be automatically protected).

  • Pin the versions of libraries and plugins in dev/ci/ci-basic-overlays.sh to use commit hashes or tag (or, if it exists, a branch dedicated to compatibility with the corresponding Coq branch). You can use the dev/tools/pin-ci.sh script to do this semi-automatically.

  • Remove all remaining unmerged feature PRs from the beta milestone.

  • Start a new project to track PR backporting. The project should have a "Request X.X+beta1 inclusion" column for the PRs that were merged in master that are to be considered for backporting, and a "Shipped in X.X+beta1" columns to put what was backported. A message to @coqbot in the milestone description tells it to automatically add merged PRs to the "Request ... inclusion" column and backported PRs to the "Shipped in ..." column. See previous milestones for examples. When moving to the next milestone (e.g. X.X.0), you can clear and remove the "Request X.X+beta1 inclusion" column and create new "Request X.X.0 inclusion" and "Shipped in X.X.0" columns.

    The release manager is the person responsible for merging PRs that target the version branch and backporting appropriate PRs that are merged into master.

  • Delay non-blocking issues to the appropriate milestone and ensure blocking issues are solved. If required to solve some blocking issues, it is possible to revert some feature PRs in the version branch only.

Before the beta release date

  • Ensure the Credits chapter has been updated.
  • Prepare the release notes (see e.g., #10833): in a PR against the master branch, move the contents from all files of doc/changelog/ that appear in the release branch into the manual doc/sphinx/changes.rst. Merge that PR into the master branch and backport it to the version branch.
  • Ensure that an appropriate version of the plugins we will distribute with Coq has been tagged.
  • Have some people test the recently auto-generated Windows and MacOS packages.
  • In a PR:
    • Change the version name from alpha to beta1 (see #7009).
    • We generally do not update the magic numbers at this point.
    • Set is_a_released_version to true in configure.ml.
  • Put the VX.X+beta1 tag using git tag -s.
  • Check using git push --tags --dry-run that you are not pushing anything else than the new tag. If needed, remove spurious tags with git tag -d. When this is OK, proceed with git push --tags.
  • Set is_a_released_version to false in configure.ml (if you forget about it, you'll be reminded whenever you try to backport a PR with a changelog entry).

These steps are the same for all releases (beta, final, patch-level)

  • Send an e-mail on Coqdev announcing that the tag has been put so that package managers can start preparing package updates (including a coq-bignums compatible version).
  • When opening the corresponding PR for coq in the opam repository (coq/opam-coq-archive or ocaml/opam-repository), the package managers can Cc @erikmd to request that he prepare the necessary configuration for the Docker release in coqorg/coq (namely, he'll need to make sure a coq-bignums opam package is available in extra-dev, respectively released, so the Docker image gathering coq and coq-bignums can be built).
  • Draft a release on GitHub.
  • Get @maximedenes to sign the Windows and MacOS packages and upload them on GitHub.
  • Prepare a page of news on the website with the link to the GitHub release (see coq/www#63).
  • Upload the new version of the reference manual to the website. TODO: setup some continuous deployment for this.
  • Merge the website update, publish the release and send announcement e-mails.
  • Close the milestone

At the final release time

  • Prepare the release notes (see above)
  • In a PR:
    • Change the version name from X.X.0 and the magic numbers (see #7271).
    • Set is_a_released_version to true in configure.ml.
  • Put the VX.X.0 tag.
  • Check using git push --tags --dry-run that you are not pushing anything else than the new tag. If needed, remove spurious tags with git tag -d. When this is OK, proceed with git push --tags.
  • Set is_a_released_version to false in configure.ml (if you forget about it, you'll be reminded whenever you try to backport a PR with a changelog entry).

Repeat the generic process documented above for all releases.

Ping @Zimmi48 to:

  • Switch the default version of the reference manual on the website.
  • Publish a new version on Zenodo.

At the patch-level release time

We generally do not update the magic numbers at this point (see 2881a18).