aboutsummaryrefslogtreecommitdiff
path: root/dev/doc
diff options
context:
space:
mode:
Diffstat (limited to 'dev/doc')
-rw-r--r--dev/doc/MERGING.md51
-rw-r--r--dev/doc/release-process.md100
2 files changed, 128 insertions, 23 deletions
diff --git a/dev/doc/MERGING.md b/dev/doc/MERGING.md
index a466124c1c..65457b63af 100644
--- a/dev/doc/MERGING.md
+++ b/dev/doc/MERGING.md
@@ -1,8 +1,8 @@
# Merging changes in Coq
-This document describes how patches (submitted as pull requests
-on the `master` branch) should be
-merged into the main repository (https://github.com/coq/coq).
+This document describes how patches, submitted as pull requests (PRs) on the
+`master` branch, should be merged into the main repository
+(https://github.com/coq/coq).
## Code owners
@@ -10,8 +10,8 @@ The [CODEOWNERS](/.github/CODEOWNERS) file describes, for each part of the
system, two owners. One is the principal maintainer of the component, the other
is the secondary maintainer.
-When a pull request is submitted, GitHub will automatically ask the principal
-maintainer for a review. If the pull request touches several parts, all the
+When a PR is submitted, GitHub will automatically ask the principal
+maintainer for a review. If the PR touches several parts, all the
corresponding principal maintainers will be asked for a review.
Maintainers are never assigned as reviewer on their own PRs.
@@ -43,10 +43,31 @@ A maintainer is expected to be reasonably reactive, but no specific timeframe is
given for reviewing.
(*) In case a component is touched in a trivial way (adding/removing one file in
-a `Makefile`, etc), or by applying a systematic process (global renaming,
-deprecationg propagation, etc) that has been reviewed globally, the assignee can
+a `Makefile`, etc), or by applying a systematic refactoring process (global
+renaming for instance) that has been reviewed globally, the assignee can
say in a comment they think a review is not required and proceed with the merge.
+### Breaking changes
+
+If the PR breaks compatibility of some external projects in CI, then fixes to
+those external projects should have been prepared (cf. the relevant sub-section
+in the [CI README](/dev/ci/README.md#Breaking-changes) and the PR can be tested
+with these fixes thanks to ["overlays"](/dev/ci/user-overlays/README.md).
+
+Moreover the PR must absolutely update the [`CHANGES`](/CHANGES) file.
+
+If overlays are missing, ask the author to prepare them and label the PR with
+the [needs: overlay](https://github.com/coq/coq/labels/needs%3A%20overlay) label.
+
+When fixes are ready, there are two cases to consider:
+
+- For patches that are backward compatible (best scenario), you should get the
+ external project maintainers to integrate them before merging the PR.
+- For patches that are not backward compatible (which is often the case when
+ patching plugins after an update to the Coq API), you can proceed to merge
+ the PR and then notify the external project maintainers they can merge the
+ patch.
+
## Merging
Once all reviewers approved the PR, the assignee is expected to check that CI
@@ -89,22 +110,6 @@ DON'T USE the GitHub interface for merging, since it will prevent the automated
backport script from operating properly, generates bad commit messages, and a
messy history when there are conflicts.
-### What to do if the PR has overlays
-
-If the PR breaks compatibility of some developments in CI, then the author must
-have prepared overlays for these developments (see [`dev/ci/README.md`](/dev/ci/README.md))
-and the PR must absolutely update the `CHANGES` file.
-
-There are two cases to consider:
-
-- If the patch is backward compatible (best scenario), then you should get
- upstream maintainers to integrate it before merging the PR.
-- If the patch is not backward compatible (which is often the case when
- patching plugins after an update to the Coq API), then you can proceed to
- merge the PR and then notify upstream they can merge the patch. This is a
- less preferable scenario because it is probably going to create
- spurious CI failures for unrelated PRs.
-
### Merge script dependencies
The merge script passes option `-S` to `git merge` to ensure merge commits
diff --git a/dev/doc/release-process.md b/dev/doc/release-process.md
new file mode 100644
index 0000000000..1821a181f1
--- /dev/null
+++ b/dev/doc/release-process.md
@@ -0,0 +1,100 @@
+# Release process #
+
+## As soon as the previous version branched off master ##
+
+- [ ] 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](https://github.com/coq/coq/pull/7008/files)).
+- [ ] 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).
+
+## 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"](https://github.com/coq/coq/labels/priority%3A%20blocker)
+ 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](https://github.com/coq/coq/issues/7058).
+ The command to get the list of contributors for this version is
+ `git shortlog -s -n VX.X+alpha..master | cut -f2 | sort -k 2`
+ (the ordering is approximative as it will misplace people with middle names).
+
+## On the date of the feature freeze ##
+
+- [ ] Create the new version branch `vX.X` and
+ [protect it](https://github.com/coq/coq/settings/branches)
+ (activate the "Protect this branch", "Require pull request reviews before
+ merging" and "Restrict who can push to this branch" guards).
+- [ ] Remove all remaining unmerged feature PRs from the beta milestone.
+- [ ] Start a new project to track PR backporting. The proposed model is to
+ have a "X.X-only PRs" column for the rare PRs on the stable branch, a
+ "Request X.X inclusion" column for the PRs that were merged in `master` that
+ are to be considered for backporting, a "Waiting for CI" column to put the
+ PRs in the process of being backported, and "Shipped in ..." columns to put
+ what was backported. (The release manager is the person responsible for
+ merging PRs that target the version branch and backporting appropriate PRs
+ that are merged into `master`).
+ A message to **@coqbot** in the milestone description tells it to
+ automatically add merged PRs to the "Request X.X inclusion" column.
+- [ ] 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.
+- [ ] Ensure an empty `CompatXX.v` file has been created.
+- [ ] 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.
+- [ ] Change the version name from alpha to beta1 (see
+ [#7009](https://github.com/coq/coq/pull/7009/files)).
+ We generally do not update the magic numbers at this point.
+- [ ] Put the `VX.X+beta1` tag using `git tag -s`.
+
+### 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.
+- [ ] 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](https://github.com/coq/www/pull/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 annoucement e-mails.
+- [ ] Ping **@Zimmi48** to publish a new version on Zenodo.
+ *TODO: automate this.*
+- [ ] Close the milestone
+
+## At the final release time ##
+
+- [ ] Change the version name to X.X.0 and the magic numbers (see
+ [#7271](https://github.com/coq/coq/pull/7271/files)).
+- [ ] Put the `VX.X.0` tag.
+
+Repeat the generic process documented above for all releases.
+
+- [ ] Switch the default version of the reference manual on the website.
+
+## At the patch-level release time ##
+
+We generally do not update the magic numbers at this point (see
+[`2881a18`](https://github.com/coq/coq/commit/2881a18)).