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Releasing Bazaar
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================
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This document describes the processes for making and announcing a Bazaar
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release, and managing the release process.
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See also: `Bazaar Developer Document Catalog <index.html>`_.
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.. contents::
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Starting a Release
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------------------
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To start a new release cycle:
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#. Send mail to the list with the key dates, who will be the release
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   manager, and the main themes or targetted bugs.  Ask people to nominate
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   objectives, or point out any high-risk things that are best done early,
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   or that interact with other changes.
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#. Add a new "series" in Launchpad at <https://launchpad.net/bzr/+addseries>.  There is one 
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   series for every *x.y* release.
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Weekly Status Updates
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---------------------
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TODO: Things to cover:
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* Early communication to downstream teams (e.g. Launchpad) about changes in dependencies.
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* Reminder re lifecycle and where we're up to right now
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* Summary of recent successes and pending work
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* Reminder re release objectives
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* Reminder re things needing attention, e.g. bug triage, reviews, testing of certain things, etc.
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Feature Freeze
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--------------
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TODO: Get material from http://bazaar-vcs.org/FeatureFreeze.
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Preparing the tree for release
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------------------------------
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.. Was previously at http://bazaar-vcs.org/ReleaseChecklist
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.. TODO: Still needs more clarity on what's in a RC versus a final
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.. release?
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This is the procedure for making a new bzr release:
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#. If the release is the first candidate, make a new branch in PQM. 
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   (Contact Robert Collins for this step).
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   Register the branch at https://launchpad.net/products/bzr/+addbranch
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#. Run the automatic test suite and any non-automated tests.  (For example, try a download over http; these should eventually be scripted though not automatically run.). Try to have all optional dependencies installed so that there are no tests skipped. Also make sure that you have the c extensions compiled (``make`` or ``python setup.py build_ext -i``).
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#. In the release branch, update  ``version_info`` in ``./bzrlib/__init__.py``
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#. Add the date and release number to ``./NEWS``, and a one-paragraph
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   summary of changes in this release.
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#. Commit these changes to the release branch, using a command like::
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     bzr commit -m "(jam) Release 0.12rc1." 
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   The diff before you commit will be something like::
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       === modified file 'NEWS'
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       --- NEWS        2006-10-23 13:11:17 +0000
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       +++ NEWS        2006-10-23 22:50:50 +0000
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       @@ -1,4 +1,4 @@
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       -IN DEVELOPMENT
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       +bzr 0.12rc1  2006-10-23
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          IMPROVEMENTS:
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       === modified file 'bzrlib/__init__.py'
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       --- bzrlib/__init__.py  2006-10-16 01:47:43 +0000
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       +++ bzrlib/__init__.py  2006-10-23 22:49:46 +0000
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       @@ -35,7 +35,7 @@
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        # Python version 2.0 is (2, 0, 0, 'final', 0)."  Additionally we use a
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        # releaselevel of 'dev' for unreleased under-development code.
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       -version_info = (0, 12, 0, 'dev', 0)
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       +version_info = (0, 12, 0, 'candidate', 1)
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        if version_info[3] == 'final':
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            version_string = '%d.%d.%d' % version_info[:3]
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#. Submit those changes to PQM for merge into the appropriate release
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   branch.
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#. When PQM succeeds, pull down the master release branch.
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Making the source tarball
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-------------------------
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#. Change into the source directory and run ::
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     make dist
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#. Now we'll try expanding this tarball and running the test suite
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   to check for packaging problems::
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     make check-dist-tarball
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Publishing the release
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----------------------
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Now you have the releasable product.  The next step is making it
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available to the world.
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#. In <https://launchpad.net/bzr/> click the "Release series" for this
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   series, to take you to e.g. <https://launchpad.net/bzr/1.1>.  Then
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   click "Register a release", and add information about this release.
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#. Within that release, upload the source tarball and the GPG signature.
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#. Link from http://bazaar-vcs.org/Download to the tarball and signature.
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#. Update http://doc.bazaar-vcs.org/ to have a directory of documentation
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   for this release.  (Controlled by the ``update-bzr-docs`` script on
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   escudero, and also update the ``latest`` symlink in
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   ``/srv/bazaar.canonical.com/doc/``.)
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#. Announce on the `Bazaar home page`__
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 __ http://bazaar-vcs.org/
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Announcing the release
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----------------------
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Now that the release is publicly available, tell people about it.
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#. Announce to ``bazaar-announce`` and ``bazaar`` mailing lists. 
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   The announce mail will look something like this:
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    | Subject: bzr 0.11 release candidate 1
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    | 
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    | INTRO HERE. Mention the release number and date, and why the release. (i.e. release candidate for testing, final release of a version, backport/bugfix etc).
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    | 
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    | Tarballs:
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    | http://bazaar-vcs.org/releases/src/bzr-VERSION.tar.gz
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    | and GPG signature:
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    | http://bazaar-vcs.org/releases/src/bzr-VERSION.tar.gz.sig
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    | 
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    | DESCRIBE-CHANGES-IN-OVERVIEW-HERE
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    | 
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    | DESCRIBE-when the next release will be (if there is another - i.e. this is a release candidate)
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    | 
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    | Many thanks to all the contributors to this release! I've included the
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    | contents of NEWS for VERSION below:
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   To generate the data from NEWS, just copy and paste the relevant news section and clean it up as appropriate. The main clean-up task is to confirm that all major changes are indeed covered. This can be done by running ``bzr log`` back to the point when the branch was opened and cross checking the changes against the NEWS entries.
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   (RC announcements should remind plugin maintainers to update their plugins.)
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     * For point releases (i.e. a release candidate, or an incremental fix
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       to a released version) take everything in the relevant NEWS section.  For
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       example, for 0.11rc2 take everything in NEWS from the bzr 0.11rc2 line to the bzr 0.11rc1 line further down.
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     * For major releases (i.e. 0.11, 0.12 etc), take all the combined NEWS sections from within that version: for 0.11 take all of the 0.11 specific section, plus 0.11rc2, plus 0.11rc1 etc.
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#. Update the IRC channel topic. Use the ``/topic`` command to do this, ensuring the new topic text keeps the project name, web site link, etc.
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#. Announce on http://freshmeat.net/projects/bzr/
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   This should be done for both release candidates and final releases. If you do not have a Freshmeat account yet, ask one of the existing admins.
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#. Update http://en.wikipedia.org/wiki/Bzr -- this should be done for final releases but not Release Candidates.
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#. Package maintainers should update packages when they see the
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   announcement.
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#. Blog about it.
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#. Post to http://mail.python.org/mailman/listinfo/python-announce-list for major releases
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#. Update the python package index: <http://pypi.python.org/pypi/bzr> - best
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   done by running ::
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       python setup.py register
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   Remember to check the results afterwards.
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   To be able to register the release you must create an account on
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   <http://pypi.python.org/pypi> and have one of the existing owners of
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   the project add you to the group.
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Merging the released code back to trunk
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---------------------------------------
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Merge the release branch back into the trunk.  Check that changes in NEWS
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were merged into the right sections.  If it's not already done, advance
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the version number in ``bzr`` and ``bzrlib/__init__.py``.  Submit this
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back into pqm for bzr.dev.
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Updating the PPA for a new release
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----------------------------------
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We build Ubuntu ``.deb`` packages for Bazaar as an important part of the release
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process.  These packages are hosted in a `Personal Package Archive (PPA)`__ on
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Launchpad, at <https://launchpad.net/~bzr/+archive>.
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  __ https://help.launchpad.net/PPAQuickStart
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We build packages for every supported Ubuntu release
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<https://wiki.ubuntu.com/Releases>.  Packages need no longer be updated
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when the release passes end-of-life because all users should
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updated by then.
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The ``debian/`` directory containing the packaging information is kept in
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branches on Launchpad, named like 
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<https://code.launchpad.net/~bzr/bzr/packaging-hardy>.
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Preconditions for building these packages:
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* You must have a Launchpad account and be a member of the `~bzr`__ team
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__ https://edge.launchpad.net/~bzr/+members>
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* You must have a GPG key registered to your Launchpad account.
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* Configure ``dput`` to upload to our PPA with this section in your
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  ``~/.dput.cf``::
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    [bzr-ppa]
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    fqdn = ppa.launchpad.net
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    method = ftp
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    incoming = ~bzr/ubuntu
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    login = anonymous
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    allow_unsigned_uploads = 0
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* You need a Ubuntu (or probably Debian) machine, and ::
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    sudo apt-get install build-essential devscripts dput quilt patch
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Here is the process; there are some steps which should be automated in
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future:
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#. You will need a working directory for each supported release, such as
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   ``~/bzr/Packaging/hardy``
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#. Download the official tarball of the release to e.g. ``~/bzr/Releases``
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#. Copy the original tarball into your per-disto directory, then untar it 
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   and if necessary rename it::
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     cp -l ~/bzr/Releases/bzr-1.3.tar.gz bzr_1.3.orig.tar.gz
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     tar xfvz bzr_1.3.orig.tar.gz
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     mv bzr bzr-1.3
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#. Change into that directory and check out the packaging branch::
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     cd bzr
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     bzr checkout \
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       bzr+ssh://bazaar.launchpad.net/~bzr/bzr/packaging-hardy \
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       debian
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#. For Bazaar plugins, change the ``debian/control`` file to express a
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   dependency on the correct version of ``bzr``.
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   For bzrtools this is typically::
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      Build-Depends-Indep: bzr (>= 1.3~), rsync
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      Depends: ${python:Depends}, bzr (>= 1.3~), bzr (<< 1.4~), patch
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#. Make a new ``debian/changelog`` entry for the new release,
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   either by using ``dch`` or just editing the file::
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     dch -v '1.3-1~bazaar1' -D hardy
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   dch will default to the distro you're working in and this isn't checked
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   against the version number (which is just our conversion), so make sure 
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   to specify it.
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   **Caution:** Release candidates must insert a tilde to make them sort 
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   before the final release, like this: ``bzr-1.4~rc2-1~bazaar1``.
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   Make sure you have the correct email address for yourself, version
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   number, and distribution.  It should look something like this::
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       bzr (1.3-1~bazaar1) hardy; urgency=low
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        * New upstream release.
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       -- John Sample <sample@example.com>  Mon, 31 Mar 2008 12:36:27 +1100
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   If you need to upload the package again to fix a problem, normally you
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   should increment the last number in the version number, following the
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   distro name.  Make sure not to omit the initial ``-1``, and make sure
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   that the distro name in the version is consistent with the target name
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   outside the parenthesis.
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#. Commit these changes into the packaging branch::
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     bzr ci -m '1.3-1~bazaar1: New upstream release.' debian
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#. Build a source package::
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     debuild -S -sa -i -D
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   This will create a ``.changes`` file in the per-distro directory,
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   and should invoke gpg to sign it with your key.
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   Check that file is reasonable: it should be uploading to the intended
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   distribution, have a .orig file included, and the right version number.
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#. Upload into the PPA::
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     dput bzr-ppa ../bzr__1.3-1\~bazaar1\_source.changes
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   Don't forget the ``bzr-ppa`` component or dput will try to upload into
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   the main archive by default.  You can disable this by adding this
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   section to your ``.dput.cf``::
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     [ubuntu]
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     fqdn = SPECIFY.A.PPA.NAME
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#. Copy the uploaded package over to other Ubuntu releases, taking advantage 
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   of Launchpad's Copy Package feature <https://launchpad.net/~bzr/+archive/+copy-packages>
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   **Caution:** Make sure the dependencies are the same between Ubuntu releases,
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   Dapper has different dependencies, but others might change in time.
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   If you upload a release-specific version, you should add a ~release1 to
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   the package version, for example:: bzr.1.3-1~bazaar1~dapper1
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#. You should soon get an "upload accepted" mail from Launchpad, which
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   means that your package is waiting to be built.  You can then track its
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   progress in <https://launchpad.net/~bzr/+archive> and
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   <https://launchpad.net/~bzr/+archive/+builds>.
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If you add all the bzr PPAs to your ``sources.list`` then you can see a
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summary of current package versions with::
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  apt-cache madison bzr