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99 lines
4.9 KiB
Markdown
99 lines
4.9 KiB
Markdown
# Release Checklist
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This documentation describes the process of packaging and publishing a new NetBox release. There are three types of release:
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* Major release (e.g. v2.11 to v3.0)
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* Minor release (e.g. v3.2 to v3.3)
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* Patch release (e.g. v3.3.0 to v3.3.1)
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While major releases generally introduce some very substantial change to the application, they are typically treated the same as minor version increments for the purpose of release packaging.
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## Minor Version Releases
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### Address Constrained Dependencies
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Sometimes it becomes necessary to constrain dependencies to a particular version, e.g. to work around a bug in a newer release or to avoid a breaking change that we have yet to accommodate. (Another common example is to limit the upstream Django release.) For example:
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```
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# https://github.com/encode/django-rest-framework/issues/6053
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djangorestframework==3.8.1
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```
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These version constraints are added to `base_requirements.txt` to ensure that newer packages are not installed when updating the pinned dependencies in `requirements.txt` (see the [Update Requirements](#update-requirements) section below). Before each new minor version of NetBox is released, all such constraints on dependent packages should be addressed if feasible. This guards against the collection of stale constraints over time.
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### Close the Release Milestone
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Close the [release milestone](https://github.com/netbox-community/netbox/milestones) on GitHub after ensuring there are no remaining open issues associated with it.
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### Update the Release Notes
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Check that a link to the release notes for the new version is present in the navigation menu (defined in `mkdocs.yml`), and that a summary of all major new features has been added to `docs/index.md`.
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### Manually Perform a New Install
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Start the documentation server and navigate to the current version of the installation docs:
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```no-highlight
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mkdocs serve
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```
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Follow these instructions to perform a new installation of NetBox in a temporary environment. This process must not be automated: The goal of this step is to catch any errors or omissions in the documentation, and ensure that it is kept up-to-date for each release. Make any necessary changes to the documentation before proceeding with the release.
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### Merge the Release Branch
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Submit a pull request to merge the `feature` branch into the `develop` branch in preparation for its release. Once it has been merged, continue with the section for patch releases below.
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---
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## Patch Releases
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### Update Requirements
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Before each release, update each of NetBox's Python dependencies to its most recent stable version. These are defined in `requirements.txt`, which is updated from `base_requirements.txt` using `pip`. To do this:
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1. Upgrade the installed version of all required packages in your environment (`pip install -U -r base_requirements.txt`).
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2. Run all tests and check that the UI and API function as expected.
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3. Review each requirement's release notes for any breaking or otherwise noteworthy changes.
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4. Update the package versions in `requirements.txt` as appropriate.
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In cases where upgrading a dependency to its most recent release is breaking, it should be constrained to its current minor version in `base_requirements.txt` with an explanatory comment and revisited for the next major NetBox release (see the [Address Constrained Dependencies](#address-constrained-dependencies) section above).
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### Update Version and Changelog
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* Update the `VERSION` constant in `settings.py` to the new release version.
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* Update the example version numbers in the feature request and bug report templates under `.github/ISSUE_TEMPLATES/`.
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* Replace the "FUTURE" placeholder in the release notes with the current date.
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Commit these changes to the `develop` branch and push upstream.
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### Verify CI Build Status
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Ensure that continuous integration testing on the `develop` branch is completing successfully. If it fails, take action to correct the failure before proceding with the release.
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### Submit a Pull Request
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Submit a pull request titled **"Release vX.Y.Z"** to merge the `develop` branch into `master`. Copy the documented release notes into the pull request's body.
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Once CI has completed on the PR, merge it. This effects a new release in the `master` branch.
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### Create a New Release
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Create a [new release](https://github.com/netbox-community/netbox/releases/new) on GitHub with the following parameters.
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* **Tag:** Current version (e.g. `v3.3.1`)
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* **Target:** `master`
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* **Title:** Version and date (e.g. `v3.3.1 - 2022-08-25`)
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* **Description:** Copy from the pull request body
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Once created, the release will become available for users to install.
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### Update the Development Version
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On the `develop` branch, update `VERSION` in `settings.py` to point to the next release. For example, if you just released v3.3.1, set:
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```
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VERSION = 'v3.3.2-dev'
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```
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Commit this change with the comment "PRVB" (for _post-release version bump_) and push the commit upstream.
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