Skip to content

Commit

Permalink
Workflow propagation (#51)
Browse files Browse the repository at this point in the history
  • Loading branch information
walkowif authored Dec 13, 2023
1 parent 2a35f18 commit 1751ead
Show file tree
Hide file tree
Showing 6 changed files with 186 additions and 44 deletions.
1 change: 1 addition & 0 deletions .Rbuildignore
Original file line number Diff line number Diff line change
Expand Up @@ -16,3 +16,4 @@ coverage.*
^\.pre-commit-config\.yaml$
^codemeta\.json$
^\.gitlab-ci\.yml$
^pkgdown$
124 changes: 124 additions & 0 deletions .github/ISSUE_TEMPLATE/cran-release.yaml
Original file line number Diff line number Diff line change
@@ -0,0 +1,124 @@
---
name: 🎉 CRAN Release
description: Template for release to CRAN
title: "[Release]: <version>"
labels: ["release"]
assignees:
- KlaudiaBB
- cicdguy
- shajoezhu
body:
- type: markdown
attributes:
value: |
⚠️ Please do not link or mention any internal references in this issue. This includes internal URLs, intellectual property and references.
- type: textarea
id: blocked-by
attributes:
label: Blocked by
description: Any PRs or issues that this release is blocked by.
placeholder: Add a list of blocking PRs or issues here.
value: |
### PRs
- [ ] PR 1
### Issues
- [ ] Issue 1
validations:
required: true
- type: textarea
id: pre-release
attributes:
label: Pre-release
description: Pre-requisites that must be fulfilled before initiating the release process.
placeholder: Add your list of pre-requisites here.
value: |
- [ ] Make sure you adhere to CRAN submission policy: https://cran.r-project.org/web/packages/submission_checklist.html; https://cran.r-project.org/web/packages/policies.html.
- [ ] Make sure that high priority bugs (label "priority" + "bug") have been resolved before going into the release.
- [ ] Review old/hanging PRs before going into the release (Optional).
- [ ] Revisit R-package's lifecycle badges (Optional).
- [ ] Make sure that all upstream dependencies of this package that need to be submitted to CRAN were accepted before going into release activities.
- [ ] Make sure integration tests are green 2-3 days before the release. Look carefully through logs (check for warnings and notes).
- [ ] Decide what gets merged in before starting release activities.
- type: textarea
id: release
attributes:
label: Release
description: The steps to be taken in order to create a release.
placeholder: Steps to create a release.
value: |
### Prepare the release
- [ ] Create a new release candidate branch
`git checkout -b release-candidate-vX.Y.Z`
- [ ] Update NEWS.md file: make sure it reflects a holistic summary of what has changed in the package.
- [ ] Remove the additional fields (`Remotes`) from the DESCRIPTION file where applicable.
- [ ] Make sure that the minimum dependency versions are updated in the DESCRIPTION file for the package and its reverse dependencies (Optional).
- [ ] Increase versioned dependency on {package name} to >=X.Y.Z (Optional).
- [ ] Commit your changes and create the PR on GitHub (add "[skip vbump]" in the PR title). Add all updates, commit, and push changes:
`# Make the necessary modifications to your files
# Stage the changes
git add <files your modified>
# Commit the changes
git commit -m "[skip vbump] <Your commit message>"
git push origin release-candidate-vX.Y.Z`
### Test the release
- [ ] Execute the manual tests on Shiny apps that are deployed on various hosting providers (Posit connect and shinyapps.io) - track the results in GitHub issue (Applicable only for frameworks that use Shiny).
- [ ] Monitor integration tests, if integration fails, create priority issues on the board.
- [ ] Execute UAT tests (Optional).
### CRAN submission
- [ ] Tag the update(s) as a release candidate vX.Y.Z-rc<iteration-number> (e.g. v0.5.3-rc1) on the release candidate branch (release-candidate-vX.Y.Z).
`# Create rc tag for submission for internal validation
git tag vX.Y.Z-rc<iteration number>
git push origin vX.Y.Z-rc<iteration number>`
- [ ] Build the package locally using the command:`R CMD build .` which will generate a .tar.gz file necessary for the CRAN submission.
- [ ] Submit the package to https://win-builder.r-project.org/upload.aspx for testing, for more details please see "Building and checking R source packages for Windows": https://win-builder.r-project.org/.
- [ ] Once tested, send the package that was built in the previous steps to CRAN via this form: https://cran.r-project.org/submit.html.
- [ ] Address CRAN feedback, tag the package vX.Y.Z-rc(n+1) and repeat the submission to CRAN whenever necessary.
- [ ] Get the package accepted and published on CRAN.
### Tag the release
- [ ] If the additional fields were removed, add them back in a separate PR, and then merge the PR back to main (add "[skip vbump]" in the PR title). If nothing was removed just merge the PR you created in the "Prepare the release" section to 'main'. Note the commit hash of the merged commit. **Note:** additional commits might be added to the `main` branch by a bot or an automation - we do **NOT** want to tag this commit.
### Make sure of the following before continuing
- [ ] CI checks are passing in GH before releasing the package.
- [ ] Shiny apps are deployable and there are no errors/warnings (Applicable only for frameworks that use Shiny).
- [ ] Create a git tag with the final version set to vX.Y.Z on the main branch. In order to do this:
1. Checkout the commit hash.
`git checkout <commit hash>`
2. Tag the hash with the release version (vX.Y.Z).
`git tag vX.Y.Z`
3. Push the tag to make the final release.
`git push origin vX.Y.Z`
- [ ] Update downstream package dependencies to (>=X.Y.Z) in {package name}.
Note: Once the release tag is created, the package is automatically published to internal repositories.
- type: textarea
id: post-release
attributes:
label: Post-release
description: The list of activities to be completed after the release.
placeholder: The steps that must be taken after the release.
value: |
- [ ] Ensure that CRAN checks are passing for the package.
- [ ] Make sure that the package is published to internal repositories.
- [ ] Make sure internal documentation is up to date.
- [ ] Review and update installation instructions for the package wherever needed (Optional).
- [ ] Update all integration tests to reference the new release.
- [ ] Announce the release on ________.
- type: textarea
id: decision-tree
attributes:
label: Decision tree
description: Any decision tree(s) that would aid release management
placeholder: Any decision tree(s) that would aid release management.
value: |
Click [here](https://github.com/insightsengineering/.github/blob/main/.github/ISSUE_TEMPLATE/RELEASE_DECISION_TREE.md) to see the release decision tree.
99 changes: 57 additions & 42 deletions .github/ISSUE_TEMPLATE/release.yaml
Original file line number Diff line number Diff line change
Expand Up @@ -28,72 +28,87 @@ body:
validations:
required: true
- type: textarea
id: pre-requisites
id: pre-release
attributes:
label: Pre-requisites
label: Pre-release
description: Pre-requisites that must be fulfilled before initiating the release process.
placeholder: Add your list of pre-requisites here.
value: |
- [ ] Make sure that high priority bugs (label "priority" + "bug") have been resolved before going into the release.
- [ ] Review old/hanging PRs before going into the release.
- [ ] Revisit R-package's lifecycle badges (Optional).
- [ ] Discuss package dependencies before going into release activities.
- [ ] Create a plan to sequentially close release activities and submit groups of packages for internal validation (Applicable only for regulatory release).
- [ ] Release Manager: Discuss package dependencies, create a plan to sequentially close release activities and submit groups of packages for internal validation (Applicable only for regulatory release).
- [ ] Check Validation Pipeline dry-run results for the package.
- [ ] Make sure all relevant integration tests are green 2-3 days before the release. Look carefully through logs (check for warnings and notes).
- [ ] Check if a package is installable on our supported internal systems (Optional).
- [ ] Inform about the soft code freeze, decide what gets merged in before starting release activities.
- type: textarea
id: release-checklist
id: release
attributes:
label: Release Checklist
label: Release
description: The steps to be taken in order to create a release.
placeholder: Steps to create a release.
value: |
- [ ] Recurring tasks: Execute the manual tests on Shiny apps that are deployed on various hosting providers (Posit connect and shinyapps.io) - track the results in GitHub issue (Applicable only for frameworks that use Shiny).
- [ ] Recurring tasks: Monitor integration tests, if integration fails, create priority issues on the board.
- [ ] Sanity checks for Shiny applications e.g. checking if Shiny apps are deployable and making sure there are no errors/warnings.
### Prepare the release
- [ ] Create a new release candidate branch
`git checkout -b release-candidate-vX.Y.Z`
- [ ] Update NEWS.md file: make sure it reflects a holistic summary of what has changed in the package, check README.
- [ ] Remove the additional fields (`Remotes` and `Config/Needs/*`) from the DESCRIPTION file where applicable.
- [ ] Remove the additional fields (`Remotes`) from the DESCRIPTION file where applicable.
- [ ] Make sure that the minimum dependency versions are updated in the DESCRIPTION file for the package.
- [ ] Increase versioned dependency on {package name} to >=X.X.X.
- [ ] Create a pull request to make necessary bug fixes/changes (add "[skip vbump]" in the PR title), and after merging the PR, tag the update(s) as a release candidate v < intended release version > -rc < release candidate iteration > on the main branch. Note that tags are created in GitHub and synchronized with GitLab automatically.
- [ ] The package is submitted for internal validation by Release Coordinator (Applicable only for regulatory release).
- [ ] Address any feedback (internal validation/user testing), retag the package as a release candidate vX.X.X-rc(n+1). Repeat the submission for internal validation if necessary.
- [ ] Get the package validated (Applicable only for regulatory release).
- [ ] If the additional fields were removed, add them back in a separate PR, and then merge the PR back to main (add "[skip vbump]" in the PR title).
- [ ] Create a git tag with the final version set to X.X.X on the main branch.
- [ ] Update downstream package dependencies to (>=X.X.X) in {package name}.
- type: textarea
id: testing
attributes:
label: Testing
description: Summary of testing activities - integration tests, UAT, other.
placeholder: Tests results
value: |
- [ ] Integration tests results - accepted.
- [ ] UAT results - accepted.
- [ ] Shiny apps test results - accepted (Applicable only for Shiny apps).
- [ ] Necessary testing on target environment - performed (up to ETL).
- type: textarea
id: feedback
attributes:
label: Release Feedback
description: Feedback received from internal validation/UAT testers.
placeholder: Feedback to be implemented after submission for internal validation/testing.
value: |
- [ ] Fix 1
- [ ] Enhancement 1
- [ ] Defect 1
- [ ] Increase versioned dependency on {package name} to >=X.Y.Z.
- [ ] Commit your changes and create the PR on GitHub (add "[skip vbump]" in the PR title). Add all updates, commit, and push changes:
`# Make the necessary modifications to your files
# Stage the changes
git add <files your modified>
# Commit the changes
git commit -m "[skip vbump] <Your commit message>"
git push origin release-candidate-vX.Y.Z`
### Test the release
- [ ] Execute the manual tests on Shiny apps that are deployed on various hosting providers (Posit connect and shinyapps.io) - track the results in GitHub issue (Applicable only for frameworks that use Shiny).
- [ ] Monitor integration tests, if integration fails, create priority issues on the board.
- [ ] Execute UAT tests (Optional).
### Validation loop
Note: This section is applicable only for regulatory packages.
- [ ] Tag the update(s) as a release candidate vX.Y.Z-rc<iteration-number> (e.g. v0.5.3-rc1) on the release candidate branch (release-candidate-vX.Y.Z).
`# Create rc tag for submission for internal validation
git tag vX.Y.Z-rc<iteration number>
git push origin vX.Y.Z-rc<iteration number>`
- [ ] Submit the package for internal validation.
- [ ] Address any feedback (internal validation/user testing), retag the package as a release candidate vX.Y.Z-rc(n+1). Repeat the submission for internal validation if necessary.
- [ ] Get the package validated.
### Tag the release
- [ ] If the additional fields were removed, add them back in a separate PR, and then merge the PR back to main (add "[skip vbump]" in the PR title). If nothing was removed just merge the PR you created in the "Prepare the release" section to `main`. Note the commit hash of the merged commit. **Note:** additional commits might be added to the `main` branch by a bot or an automation - we do **NOT** want to tag this commit.
#### Make sure of the following before continuing with the release:
- [ ] CI checks are passing in GH.
- [ ] Shiny apps are deployable and there are no errors/warnings (Applicable only for frameworks that use Shiny).
- [ ] Create a git tag with the final version set to vX.Y.Z on the main branch. In order to do this:
1. Checkout the commit hash.
`git checkout <commit hash>`
2. Tag the hash with the release version (vX.Y.Z).
`git tag vX.Y.Z`
3. Push the tag to make the final release.
`git push origin vX.Y.Z`
- [ ] Update downstream package dependencies to (>=X.Y.Z) in {package name}.
Note: Once the release tag is created, the package is automatically published to internal repositories.
- type: textarea
id: post-release
attributes:
label: Post-release Checklist
label: Post-release
description: The list of activities to be completed after the release.
placeholder: The steps that must be taken after the release.
value: |
- [ ] Make sure that the package is published to internal repositories (Validated and/or Non-Validated repository).
- [ ] Review and update installation instructions for the package if needed.
- [ ] Verify if a new dev version (.9XXX) has been added to the NEWS.md file and DESCRIPTION file as a placeholder for release notes by automation.
- [ ] Make sure internal documentation/documentation catalogs are up to date.
- [ ] Notify the IDR team to start post-release/clean-up activities.
- [ ] Announce the release on ________.
Expand Down
1 change: 1 addition & 0 deletions .github/workflows/check.yaml
Original file line number Diff line number Diff line change
Expand Up @@ -37,6 +37,7 @@ jobs:
checking S3 generic/method consistency .* NOTE
checking Rd .usage sections .* NOTE
checking for unstated dependencies in vignettes .* NOTE
checking top-level files .* NOTE
unit-test-report-brand: >-
https://raw.githubusercontent.com/insightsengineering/hex-stickers/main/thumbs/tern.png
coverage:
Expand Down
1 change: 1 addition & 0 deletions .github/workflows/release.yaml
Original file line number Diff line number Diff line change
Expand Up @@ -52,6 +52,7 @@ jobs:
checking R code for possible problems .* NOTE
checking examples .* NOTE
checking Rd line widths .* NOTE
checking top-level files .* NOTE
unit-test-report-brand: >-
https://raw.githubusercontent.com/insightsengineering/hex-stickers/main/thumbs/tern.png
coverage:
Expand Down
4 changes: 2 additions & 2 deletions .pre-commit-config.yaml
Original file line number Diff line number Diff line change
Expand Up @@ -26,8 +26,8 @@ repos:
(.*/|)LICENSE|
(.*/|)\.Rbuildignore|
(.*/|)\.lintr|
(.*/|)_pkgdown.yaml|
(.*/|)staged_dependencies.yaml|
(.*/|)_pkgdown.y[a]?ml|
(.*/|)staged_dependencies.y[a]?ml|
(.*/|)\.pre-commit-.*|
\.github/.*|
.*\.[rR]|
Expand Down

0 comments on commit 1751ead

Please sign in to comment.