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Updates/process info for 4.3 #11847

Description

@eteq

This is a running set of notes from the release process mostly for me to remember things that need to be updated in the docs after the fact. I'll update this post as things come up

  • It might be wise to mention post-release steps for situations like the unfortunately-timed mpl build that broke RTD.
  • The release instructions don't seem to reflect the new changelog.
  • The release instructions don't mention the backport bot (although it's currently not clear what the right process is! More discussion needed later).
  • The branching instructions don't mention the fact that github actions should be updated for the newly-created branch (I think? see change actions to trigger workflows on this branch #11846)
  • The release instructions don't say when the branch of a completed version should be closed in the pr_consistency script (in the past I think it's been when the next version is released, but should write that down.)
  • The release instructions call for the gh_issuereport.py script, but it doesn't work anymore. Need to update it to https://github.com/sunpy/sunpy/blob/main/tools/generate_releaserst.xsh (and maybe move that to openastro?)
  • Add a note to the instructions to push up the dev tag when branching happens
  • Update mentions of astropy-procedures back to astropy-tools
  • Mention what to do about change to just links for whatsnew index #11689
  • Clarify in the release instructions whether/how IERS releases should go in main (3aaad22#commitcomment-53448308)
    • On 2021-10-21 infrastructure tag-up, there was a consensus that IERS update should be made as a PR against main and then backported after merge.
  • Make it clear you should check both the CI and the RTD build logs, or make sure there's a last-before-release PR into the branch - indentation fix #11974
  • The language about setting branches to "protected" in the post-release process is out-of-date. It's now "hidden but active"
  • Be more specific about the announcement process (and shouldn't need to coordinate with the CoCo - rather the release team)
  • Be more concrete about the "announcement" part (e.g. 4.2 did not follow the normal process)
  • Figure out a way to stop any activity on the release branch between when the release manager starts the release process (i.e., updates the changelog with the towncrier PR) and the actual release.
    • PL: Maybe some sort of temporary branch protection rules? If you do this, please document the how-to.
  • Confirm that the ci-helpers update is no longer needed and remove or update the post-release item as needed.
    • PL: It is only used here now
      pypi_filter = https://raw.githubusercontent.com/astropy/ci-helpers/main/pip_pinnings.txt

Activity

  1. added this to the v4.3 milestone on Jun 14, 2021
  2. saimn commented on Jun 15, 2021

    @saimn
    Contributor

    The release instructions don't seem to reflect the new changelog.

    It was difficult to update without actually doing the release, I preferred to avoid partially modifying the instructions so at least it's obvious it needs to be updated.

  3. pllim commented on Jun 15, 2021

    @pllim
    Member

    github actions should be updated for the newly-created branch

    Yes, currently it is updated. If anyone with better Action-fu knows how to set it such that we can skip this step, even better.

    when the branch of a completed version should be closed

    How do you close a branch? You mean the milestone? 📎

  4. eteq commented on Jun 17, 2021

    @eteq
    MemberAuthor

    It was difficult to update without actually doing the release, I preferred to avoid partially modifying the instructions so at least it's obvious it needs to be updated.

    yeah absolutely! Sorry if that came off as accusing @saimn, not what I meant at all. Just meant this as a reminder that we should do it after we've gotten a complete release with this machinery under our belts

    Yes, currently it is updated. If anyone with better Action-fu knows how to set it such that we can skip this step, even better.

    Ah, that would be even better, but I think it's rare enough that it can just be on the branching checklist for now. I think @astrofrog's dream is that both branching and releasing be fully automated, but I think the first steps in that is to capture it in the docs anyway.

    How do you close a branch? You mean the milestone?

    Oops, sorry, yeah missing context: I meant "close the branch" w.r.t. the pr_consistency script - see https://github.com/astropy/astropy-procedures/blob/main/pr_consistency/4.check_consistency.py (I updated the note above to clarify that)

  5. eteq commented on Jun 18, 2021

    @eteq
    MemberAuthor

    Documenting my workflow for the new changelog above:

    1. run towncrier as indicated in https://docs.astropy.org/en/latest/development/releasing.html (without the --draft option - probably should clarify that as two steps, one with draft for checking, then the second to actually do it)
    2. Did git cherry-pick <SHA of the commit in v4.3.x> into a branch off of main, used that to create Finalizing changelog for v4.3rc1 #11856

    Note, it is not clear to me if this is the right process for the RC, though! See my question in #11856.

  6. added a commit that references this issue on Jul 23, 2021
  7. pllim commented on Jul 27, 2021

    @pllim
    Member

    Since 4.3 is out, I want to close the milestone, I moving this to 4.3.1 for now... but if this cannot be resolved soon after the release, maybe just wanna remove the milestone.

  8. modified the milestones: v4.3, v4.3.1 on Jul 27, 2021
  9. modified the milestones: v4.3.1, v5.0 on Jul 27, 2021
  10. eteq commented on Jul 27, 2021

    @eteq
    MemberAuthor

    After looking over the list, I think it's best to milestone it for 5.0. It's all really stuff for the dev version, but I think targeting getting it done by the feature freeze is wise (and actually acheivable, unlike a specific 4.3.x release...)

  11. pllim commented on Jul 28, 2021

    @pllim
    Member

    Do we want to add an item about GitHub Release (for auto Zenodo publishing)?

  12. astrofrog commented on Aug 13, 2021

    @astrofrog
    Member

    I think this was closed by mistake?

  13. reopened this on Aug 13, 2021
  14. pllim commented on Aug 13, 2021

    @pllim
    Member

    Yes, @eteq accidentally used "magic words" in his original post over at #12046 .

  15. astrofrog commented on Aug 24, 2021

    @astrofrog
    Member

    Just a couple of quick notes based on the 4.0.6 release:

    • I think it would be easy to automate the updating of the IERS/leap second tables with GitHub actions - maybe we could have e.g. a monthly or weekly cron that opens a PR.
    • Another thing that would be helpful to automate is the updating of the credits page - those PRs would require actual reviewing and correcting the mailmap file in the PR if needed. Having this done as a regular PR would allow us to also ping GitHub users that we don't know the full name for etc.
  16. astrofrog commented on Aug 24, 2021

    @astrofrog
    Member

    Ugh once again I forgot that LTS doesn't use setuptools_scm 🤦‍♂️

  17. pllim commented on Aug 24, 2021

    @pllim
    Member

    I forgot that LTS doesn't use setuptools_scm

    All the LTS woes will be obsolete in a few months when we bump the LTS to 5.0...

  18. bsipocz commented on Aug 24, 2021

    @bsipocz
    Member

    I think it would be easy to automate the updating of the IERS/leap second tables with GitHub actions - maybe we could have e.g. a monthly or weekly cron that opens a PR.

    Another thing that would be helpful to automate is the updating of the credits page - those PRs would require actual reviewing and correcting the mailmap file in the PR if needed. Having this done as a regular PR would allow us to also ping GitHub users that we don't know the full name for etc.

    Just another two examples of why all changes should be done to main and then backported. If IERS is done in a PR it's transparent and can be backported rather than add yet another diverging point between branches.
    I'm not sure what to do with the credits stuff, that's usually painful manual job, doing incrementally often means to multiplicating effort as a few contributors dont have their git set up properly. (OTOH I used to have a script somewhere that did a heavy lifting of cleaning up and populating mailmap)

  19. removed this from the v5.0 milestone on Nov 19, 2021
  20. astrofrog commented on Feb 17, 2022

    @astrofrog
    Member

    I'm trying to wrap this up and have submitted #12868 to this effect. I've also ticked off items already addressed in main.

    The release instructions don't say when the branch of a completed version should be closed in the pr_consistency script (in the past I think it's been when the next version is released, but should write that down.)

    I think this should go in the docs for astropy-tools, so will deal with that separately.

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