Release management - Turn-key research data management repository

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class="md-ellipsis"> Software </span> </a> </li> <li class="md-nav__item"> <a href="../../develop/architecture/runtime/" class="md-nav__link"> <span class="md-ellipsis"> Runtime </span> </a> </li> <li class="md-nav__item"> <a href="../../develop/architecture/requests/" class="md-nav__link"> <span class="md-ellipsis"> Requests </span> </a> </li> <li class="md-nav__item"> <a href="../../develop/architecture/communities/" class="md-nav__link"> <span class="md-ellipsis"> Communities </span> </a> </li> <li class="md-nav__item"> <a href="../../develop/architecture/records/" class="md-nav__link"> <span class="md-ellipsis"> Records </span> </a> </li> <li class="md-nav__item"> <a href="../../develop/architecture/event_handling/" class="md-nav__link"> <span class="md-ellipsis"> Event handling </span> </a> </li> <li class="md-nav__item"> <a href="../../develop/architecture/notifications/" class="md-nav__link"> <span class="md-ellipsis"> Notifications </span> </a> </li> <li class="md-nav__item"> 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Database transaction management </span> </a> </li> </ul> </nav> </li> </ul> </nav> </li> <li class="md-nav__item"> <a href="../../deploy/" class="md-nav__link"> <span class="md-ellipsis"> Deploy </span> </a> </li> <li class="md-nav__item md-nav__item--nested"> <input class="md-nav__toggle md-toggle " type="checkbox" id="__nav_7" > <label class="md-nav__link" for="__nav_7" id="__nav_7_label" tabindex="0"> <span class="md-ellipsis"> Reference </span> <span class="md-nav__icon md-icon"></span> </label> <nav class="md-nav" data-md-level="1" aria-labelledby="__nav_7_label" aria-expanded="false"> <label class="md-nav__title" for="__nav_7"> <span class="md-nav__icon md-icon"></span> Reference </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../../reference/" class="md-nav__link"> <span class="md-ellipsis"> Overview </span> </a> </li> <li class="md-nav__item"> <a href="../../reference/cli/" class="md-nav__link"> <span class="md-ellipsis"> CLI </span> </a> 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class="md-nav__icon md-icon"></span> </label> <nav class="md-nav" data-md-level="2" aria-labelledby="__nav_7_8_label" aria-expanded="false"> <label class="md-nav__title" for="__nav_7_8"> <span class="md-nav__icon md-icon"></span> REST API </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../../reference/rest_api_index/" class="md-nav__link"> <span class="md-ellipsis"> Overview </span> </a> </li> <li class="md-nav__item"> <a href="../../reference/rest_api_quickstart/" class="md-nav__link"> <span class="md-ellipsis"> Quickstart </span> </a> </li> <li class="md-nav__item"> <a href="../../reference/rest_api_communities/" class="md-nav__link"> <span class="md-ellipsis"> Communities </span> </a> </li> <li class="md-nav__item"> <a href="../../reference/rest_api_drafts_records/" class="md-nav__link"> <span class="md-ellipsis"> Drafts and Records </span> </a> </li> <li class="md-nav__item"> <a href="../../reference/rest_api_groups/" class="md-nav__link"> <span class="md-ellipsis"> Groups </span> </a> </li> <li class="md-nav__item"> <a href="../../reference/rest_api_members/" class="md-nav__link"> <span class="md-ellipsis"> Members </span> </a> </li> <li class="md-nav__item"> <a href="../../reference/rest_api_requests/" class="md-nav__link"> <span class="md-ellipsis"> Requests </span> </a> </li> <li class="md-nav__item"> <a href="../../reference/rest_api_users/" class="md-nav__link"> <span class="md-ellipsis"> Users </span> </a> </li> <li class="md-nav__item"> <a href="../../reference/rest_api_reviews/" class="md-nav__link"> <span class="md-ellipsis"> Reviews </span> </a> </li> <li class="md-nav__item"> <a href="../../reference/rest_api_vocabularies/" class="md-nav__link"> <span class="md-ellipsis"> Vocabularies </span> </a> </li> <li class="md-nav__item"> <a href="../../reference/rest_api_names/" class="md-nav__link"> <span class="md-ellipsis"> Names </span> </a> </li> <li class="md-nav__item"> <a href="../../reference/rest_api_funders/" class="md-nav__link"> <span class="md-ellipsis"> Funders </span> </a> </li> <li class="md-nav__item"> <a href="../../reference/rest_api_awards/" class="md-nav__link"> <span class="md-ellipsis"> Awards </span> </a> </li> <li class="md-nav__item"> <a href="../../reference/rest_api_oaipmh_sets/" class="md-nav__link"> <span class="md-ellipsis"> OAI-PMH Sets </span> </a> </li> <li class="md-nav__item"> <a href="../../reference/rest_api_statistics/" class="md-nav__link"> <span class="md-ellipsis"> Statistics </span> </a> </li> </ul> </nav> </li> <li class="md-nav__item md-nav__item--nested"> <input class="md-nav__toggle md-toggle " type="checkbox" id="__nav_7_9" > <label class="md-nav__link" for="__nav_7_9" id="__nav_7_9_label" tabindex="0"> <span class="md-ellipsis"> Custom fields </span> <span class="md-nav__icon md-icon"></span> </label> <nav class="md-nav" data-md-level="2" aria-labelledby="__nav_7_9_label" aria-expanded="false"> <label 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data-md-component="sidebar" data-md-type="toc" > <div class="md-sidebar__scrollwrap"> <div class="md-sidebar__inner"> <nav class="md-nav md-nav--secondary" aria-label="Table of contents"> <label class="md-nav__title" for="__toc"> <span class="md-nav__icon md-icon"></span> Table of contents </label> <ul class="md-nav__list" data-md-component="toc" data-md-scrollfix> <li class="md-nav__item"> <a href="#overview" class="md-nav__link"> <span class="md-ellipsis"> Overview </span> </a> <nav class="md-nav" aria-label="Overview"> <ul class="md-nav__list"> <li class="md-nav__item"> <a href="#tool-versioning" class="md-nav__link"> <span class="md-ellipsis"> Tool versioning </span> </a> </li> <li class="md-nav__item"> <a href="#application-versioning" class="md-nav__link"> <span class="md-ellipsis"> Application versioning </span> </a> </li> <li class="md-nav__item"> <a href="#module-versioning" class="md-nav__link"> <span class="md-ellipsis"> Module versioning </span> </a> </li> </ul> </nav> </li> <li class="md-nav__item"> <a href="#release-checklist" class="md-nav__link"> <span class="md-ellipsis"> Release checklist </span> </a> <nav class="md-nav" aria-label="Release checklist"> <ul class="md-nav__list"> <li class="md-nav__item"> <a href="#initial-iteration" class="md-nav__link"> <span class="md-ellipsis"> Initial iteration </span> </a> </li> <li class="md-nav__item"> <a href="#pre-release" class="md-nav__link"> <span class="md-ellipsis"> Pre-release </span> </a> </li> <li class="md-nav__item"> <a href="#release" class="md-nav__link"> <span class="md-ellipsis"> Release </span> </a> </li> <li class="md-nav__item"> <a href="#post-release" class="md-nav__link"> <span class="md-ellipsis"> Post-release </span> </a> </li> </ul> </nav> </li> <li class="md-nav__item"> <a href="#release-a-python-or-javascript-package" class="md-nav__link"> <span class="md-ellipsis"> Release a Python or JavaScript package </span> </a> </li> <li class="md-nav__item"> <a href="#maintenance-releases" class="md-nav__link"> <span class="md-ellipsis"> Maintenance releases </span> </a> </li> <li class="md-nav__item"> <a href="#trunk-based-development-workflow" class="md-nav__link"> <span class="md-ellipsis"> Trunk based Development Workflow </span> </a> </li> </ul> </nav> </div> </div> </div> <div class="md-content" data-md-component="content"> <article class="md-content__inner md-typeset"> <h1 id="release-management">Release management<a class="headerlink" href="#release-management" title="Permanent link">¶</a></h1> <p><strong>Intended audience</strong></p> <p>This guide is intended for maintainers and developers of InvenioRDM itself.</p> <p><strong>Scope</strong></p> <p>The guide covers how to release a new version of InvenioRDM.</p> <h2 id="overview">Overview<a class="headerlink" href="#overview" title="Permanent link">¶</a></h2> <p>We follow <a href="https://semver.org/">semantic versioning</a>. In particular:</p> <ul> <li><code>0.y.z</code> is for initial development - anything may change at any time.</li> </ul> <p>InvenioRDM consists of:</p> <ul> <li>a CLI tool,</li> <li>an instance template,</li> <li>an application, and</li> <li>many modules.</li> </ul> <h3 id="tool-versioning">Tool versioning<a class="headerlink" href="#tool-versioning" title="Permanent link">¶</a></h3> <p>The Invenio-CLI tool is intended to be able to work with many different application versions, and multiple products (RDM, ILS, ...), and is therefore independently versioned.</p> <h3 id="application-versioning">Application versioning<a class="headerlink" href="#application-versioning" title="Permanent link">¶</a></h3> <p>The instance template (Cookiecutter-Invenio-RDM) and the application (Invenio-App-RDM) is together considered the application and therefore versioned together.</p> <p>The application locks each dependent module to their major-level versions so that patches can be distributed without breaking compatibility.</p> <h3 id="module-versioning">Module versioning<a class="headerlink" href="#module-versioning" title="Permanent link">¶</a></h3> <p>Each module (e.g. Invenio-RDM-Records, Invenio, ...) is versioned independently. Each module MUST follow semantic versioning, so that the application can lock the module version to the major-level release.</p> <h2 id="release-checklist">Release checklist<a class="headerlink" href="#release-checklist" title="Permanent link">¶</a></h2> <h3 id="initial-iteration">Initial iteration<a class="headerlink" href="#initial-iteration" title="Permanent link">¶</a></h3> <p>In the beginning of each iteration we start by releasing new development versions of the below modules in the order they specified:</p> <ul> <li>flask-resources <a href="https://github.com/inveniosoftware/flask-resources">GitHub</a> (if needed)</li> <li>marshmallow-utils <a href="https://github.com/inveniosoftware/marshmallow-utils">GitHub</a> (if needed)</li> <li>invenio-records-permissions <a href="https://github.com/inveniosoftware/invenio-records-permissions">GitHub</a> (if needed)</li> <li>invenio-records-resources <a href="https://github.com/inveniosoftware/invenio-records-resources">GitHub</a><ul> <li>bump flask-resources</li> <li>bump marshmallow-utils</li> <li>bump invenio-records-permissions</li> </ul> </li> <li>invenio-users-resources <a href="https://github.com/inveniosoftware/invenio-users-resources">Github</a><ul> <li>bump invenio-administration</li> <li>bump invenio-records-resources</li> </ul> </li> <li>invenio-drafts-resources <a href="https://github.com/inveniosoftware/invenio-drafts-resources">GitHub</a><ul> <li>bump invenio-records-resources</li> </ul> </li> <li>invenio-vocabularies <a href="https://github.com/inveniosoftware/invenio-vocabularies">GitHub</a><ul> <li>bump invenio-records-resources</li> </ul> </li> <li>invenio-requests <a href="https://github.com/inveniosoftware/invenio-requests">GitHub</a><ul> <li>bump invenio-records-resources</li> </ul> </li> <li>invenio-administration <a href="https://github.com/inveniosoftware/invenio-administration">GitHub</a><ul> <li>bump invenio-records-resources</li> <li>bump invenio-vocabularies</li> </ul> </li> <li>invenio-communities <a href="https://github.com/inveniosoftware/invenio-communities">GitHub</a><ul> <li>bump invenio-administration</li> <li>bump invenio-requests</li> <li>bump invenio-vocabularies</li> </ul> </li> <li>invenio-rdm-records <a href="https://github.com/inveniosoftware/invenio-rdm-records">GitHub</a><ul> <li>bump invenio-administration</li> <li>bump invenio-drafts-resources</li> <li>bump invenio-vocabularies</li> <li>bump invenio-communities</li> </ul> </li> <li>react-invenio-forms <a href="https://github.com/inveniosoftware/react-invenio-forms">GitHub</a></li> <li>react-invenio-deposit <a href="https://github.com/inveniosoftware/react-invenio-deposit">GitHub</a><ul> <li>bump react-invenio-forms</li> </ul> </li> <li>invenio-app-rdm <a href="https://github.com/inveniosoftware/invenio-app-rdm">GitHub</a><ul> <li>bump invenio-rdm-records</li> <li>bump react-invenio-deposit</li> <li>bump react-invenio-forms</li> </ul> </li> <li>cookiecutter-invenio-rdm <a href="https://github.com/inveniosoftware/cookiecutter-invenio-rdm">GitHub</a><ul> <li>bump invenio-app-rdm</li> </ul> </li> </ul> <p>For modules in <code>v0.X.Y</code>, the new version is <code>v0.(X+1).0</code>.</p> <p>For modules in <code>vX.Y.Z</code>, the new version is <code>v(X+1).0.0.dev0</code>.</p> <h3 id="pre-release">Pre-release<a class="headerlink" href="#pre-release" title="Permanent link">¶</a></h3> <ul> <li>Ensure all dependent modules have been released.</li> <li>Release Invenio-App-RDM (removing the pre-release suffix - e.g. <code>dev0</code>).</li> <li>Cookiecutter-Invenio-RDM:<ul> <li>Merge everything to <code>master</code>.</li> <li>Create a new version branch from <code>master</code> using the pattern <code>vX.Y</code> (e.g., if Invenio-App-RDM is v1.0.0, then the branch should be named <code>v1.0</code>).</li> </ul> </li> <li>Write release notes in <code>dev</code> branch, check the <a href="https://inveniordm-dev.docs.cern.ch">dev site</a>. Then merge to <a href="https://github.com/inveniosoftware/docs-invenio-rdm">master@docs-invenio-rdm</a>.</li> </ul> <h3 id="release">Release<a class="headerlink" href="#release" title="Permanent link">¶</a></h3> <p>The final step to release the new modules and source code is to release Invenio-CLI. Releasing Invenio-CLI, will make all new installation use the latest released packages.</p> <ul> <li>Invenio-CLI:<ul> <li>Update Cookiecutter-Invenio-RDM branch version in the source code.</li> <li>Bump version of Invenio-CLI and release.</li> </ul> </li> </ul> <h3 id="post-release">Post-release<a class="headerlink" href="#post-release" title="Permanent link">¶</a></h3> <ul> <li><a href="../demosite/">Deploy InvenioRDM</a> to QA and PROD (demo website AND docs).</li> <li>Check if the release announcement should be updated in the <a href="../../">homepage of this doc</a>.</li> <li>Blog post (including adding a link under <a href="https://inveniosoftware.org/products/rdm/#status">https://inveniosoftware.org/products/rdm/#status</a>)</li> <li>Website update<ul> <li>Update <a href="https://inveniosoftware.org/products/rdm/roadmap/">public roadmap</a>.</li> <li>Review project information</li> <li>Subtitle under <a href="https://inveniosoftware.org/products/rdm/">https://inveniosoftware.org/products/rdm/</a> title.</li> </ul> </li> <li>Project tracking:<ul> <li>GitHub: Update <a href="https://github.com/inveniosoftware/product-rdm/milestones?direction=asc&sort=due_date&state=open">internal product roadmap</a></li> </ul> </li> <li>Create maintenance branches of supported modules (LTS releases only). See <a href="../branch-management/">branch management</a>.</li> </ul> <h2 id="release-a-python-or-javascript-package">Release a Python or JavaScript package<a class="headerlink" href="#release-a-python-or-javascript-package" title="Permanent link">¶</a></h2> <ul> <li> <p>Ensure all PR's are merged in <code>master</code> branch on GitHub.</p> </li> <li> <p>create a PR with commit message "release: vX.Y.Z"</p> </li> <li> <p>the PR contains:</p> <ul> <li>a list of changes added to the CHANGES.md file</li> <li>bump version number:<ul> <li>python: <code><package>/__init__.py</code></li> <li>Javascript: <code>package.json</code>, update <code>package-lock.json</code></li> </ul> </li> </ul> </li> <li> <p>create the tag <div class="highlight"><pre><span></span><code>git remote update git checkout upstream/master </code></pre></div> for the version number see the section about semantic versioning <div class="highlight"><pre><span></span><code>git tag vX.Y.Z git push upstream vX.Y.Z </code></pre></div></p> </li> </ul> <h2 id="maintenance-releases">Maintenance releases<a class="headerlink" href="#maintenance-releases" title="Permanent link">¶</a></h2> <p>Maintenance releases follow the same workflow as a new version release. You only need to replace <code>master</code> with <code>maint-x.y</code> branches.</p> <div class="admonition warning pypi releases are immediately picked up"> <p class="admonition-title">Warning</p> <p>Be aware that when the independent modules are released, they will be picked up immediately by new InvenioRDM installations. This should not be an issues since the releases MUST be backward compatible.</p> </div> <h2 id="trunk-based-development-workflow">Trunk based Development Workflow<a class="headerlink" href="#trunk-based-development-workflow" title="Permanent link">¶</a></h2> <p>InvenioRDM follows <a href="https://trunkbaseddevelopment.com/">Trunk-Based Development</a> on the main branch (<code>master</code>) of all its modules. Changes in <code>master</code> usually won't have an out-of-the-box backwards-compatibility assurance. Things might break, but we'll fix them ASAP, since we want to be able to develop reliably.</p> <p>Stable releases are being maintained under their equivalent <code>maint</code> branches. For example, <code>v12.0.x</code> is maintained on the <code>maint-v12.x</code> branch of <code>invenio-app-rdm</code>. Those releases receive bug fixes following SemVer, e.g., <code>v12.0.1</code>, by backporting (usually via cherry-picking) the fixes from the <code>master</code> branch into the <code>maint</code> branch.</p> <p>Occasionally, if we see features in <code>master</code> that the community agrees should be in the stable branches, we can organize efforts to backport them using a minor version bump in the stable release (e.g., <code>v12.1.x</code>). To qualify for such minor version bumps, the changes adhere to the following assurances: - The new features <strong>MUST</strong> be disabled by default using config feature flags - If an instance doesn't enable or use the new features, it <strong>MUST</strong> still work - If an instance wants to enable or use the new features, there <strong>MAY</strong> be some migration/upgrade recipes required to be run </p> </article> </div> <script>var target=document.getElementById(location.hash.slice(1));target&&target.name&&(target.checked=target.name.startsWith("__tabbed_"))</script> </div> </main> <footer class="md-footer"> <nav class="md-footer__inner md-grid" aria-label="Footer" > <a href="../pr-community-board/" class="md-footer__link md-footer__link--prev" aria-label="Previous: Community PR board"> <div class="md-footer__button md-icon"> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path d="M20 11v2H8l5.5 5.5-1.42 1.42L4.16 12l7.92-7.92L13.5 5.5 8 11z"/></svg> </div> <div class="md-footer__title"> <span class="md-footer__direction"> Previous </span> <div class="md-ellipsis"> Community PR board </div> </div> </a> <a href="../modules/" class="md-footer__link md-footer__link--next" aria-label="Next: Modules on GitHub"> <div class="md-footer__title"> <span class="md-footer__direction"> Next </span> <div class="md-ellipsis"> Modules on GitHub </div> </div> <div class="md-footer__button md-icon"> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path d="M4 11v2h12l-5.5 5.5 1.42 1.42L19.84 12l-7.92-7.92L10.5 5.5 16 11z"/></svg> </div> </a> </nav> <div class="md-footer-meta md-typeset"> <div class="md-footer-meta__inner md-grid"> <div class="md-copyright"> <div class="md-copyright__highlight"> Copyright © 2019-2024 CERN, Northwestern University and contributors. </div> Made with <a href="https://squidfunk.github.io/mkdocs-material/" target="_blank" rel="noopener"> Material for MkDocs </a> </div> <div class="md-social"> <a href="https://github.com/inveniosoftware" target="_blank" rel="noopener" title="github.com" class="md-social__link"> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 496 512"><path d="M165.9 397.4c0 2-2.3 3.6-5.2 3.6-3.3.3-5.6-1.3-5.6-3.6 0-2 2.3-3.6 5.2-3.6 3-.3 5.6 1.3 5.6 3.6m-31.1-4.5c-.7 2 1.3 4.3 4.3 4.9 2.6 1 5.6 0 6.2-2s-1.3-4.3-4.3-5.2c-2.6-.7-5.5.3-6.2 2.3m44.2-1.7c-2.9.7-4.9 2.6-4.6 4.9.3 2 2.9 3.3 5.9 2.6 2.9-.7 4.9-2.6 4.6-4.6-.3-1.9-3-3.2-5.9-2.9M244.8 8C106.1 8 0 113.3 0 252c0 110.9 69.8 205.8 169.5 239.2 12.8 2.3 17.3-5.6 17.3-12.1 0-6.2-.3-40.4-.3-61.4 0 0-70 15-84.7-29.8 0 0-11.4-29.1-27.8-36.6 0 0-22.9-15.7 1.6-15.4 0 0 24.9 2 38.6 25.8 21.9 38.6 58.6 27.5 72.9 20.9 2.3-16 8.8-27.1 16-33.7-55.9-6.2-112.3-14.3-112.3-110.5 0-27.5 7.6-41.3 23.6-58.9-2.6-6.5-11.1-33.3 2.6-67.9 20.9-6.5 69 27 69 27 20-5.6 41.5-8.5 62.8-8.5s42.8 2.9 62.8 8.5c0 0 48.1-33.6 69-27 13.7 34.7 5.2 61.4 2.6 67.9 16 17.7 25.8 31.5 25.8 58.9 0 96.5-58.9 104.2-114.8 110.5 9.2 7.9 17 22.9 17 46.4 0 33.7-.3 75.4-.3 83.6 0 6.5 4.6 14.4 17.3 12.1C428.2 457.8 496 362.9 496 252 496 113.3 383.5 8 244.8 8M97.2 352.9c-1.3 1-1 3.3.7 5.2 1.6 1.6 3.9 2.3 5.2 1 1.3-1 1-3.3-.7-5.2-1.6-1.6-3.9-2.3-5.2-1m-10.8-8.1c-.7 1.3.3 2.9 2.3 3.9 1.6 1 3.6.7 4.3-.7.7-1.3-.3-2.9-2.3-3.9-2-.6-3.6-.3-4.3.7m32.4 35.6c-1.6 1.3-1 4.3 1.3 6.2 2.3 2.3 5.2 2.6 6.5 1 1.3-1.3.7-4.3-1.3-6.2-2.2-2.3-5.2-2.6-6.5-1m-11.4-14.7c-1.6 1-1.6 3.6 0 5.9s4.3 3.3 5.6 2.3c1.6-1.3 1.6-3.9 0-6.2-1.4-2.3-4-3.3-5.6-2"/></svg> </a> </div> </div> </div> </footer> </div> <div class="md-dialog" data-md-component="dialog"> <div class="md-dialog__inner md-typeset"></div> </div> <script id="__config" type="application/json">{"base": "../..", "features": ["navigation.tabs", "navigation.footer", "content.code.copy"], "search": "../../assets/javascripts/workers/search.6ce7567c.min.js", "translations": {"clipboard.copied": "Copied to clipboard", "clipboard.copy": "Copy to clipboard", "search.result.more.one": "1 more on this page", "search.result.more.other": "# more on this page", "search.result.none": "No matching documents", "search.result.one": "1 matching document", "search.result.other": "# matching documents", "search.result.placeholder": "Type to start searching", "search.result.term.missing": "Missing", "select.version": "Select version"}}</script> <script src="../../assets/javascripts/bundle.525ec568.min.js"></script> </body> </html>

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