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Release management

Intended audience

This guide is intended for maintainers and developers of InvenioRDM itself.

Scope

The guide covers how to release a new version of InvenioRDM.

Overview

We follow semantic versioning. In particular:

  • 0.y.z is for initial development - anything may change at any time.

InvenioRDM consists of:

Tool versioning

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.

Application versioning

The instance template (cookiecutter-invenio-rdm) and the application (invenio-app-rdm) are together considered the application and therefore versioned together.

The application locks each dependent module to their major-level versions so that patches can be distributed without breaking compatibility.

Module versioning

Each module (e.g. invenio-rdm-records, invenio-records, ...) is versioned independently. Each module MUST follow semantic versioning, so that the application can lock the module version to the major-level release.

Release checklist

Initial iteration

In the beginning of each iteration we start by releasing new development versions of the below modules in the order specified:

  • flask-resources GitHub (if needed)
  • marshmallow-utils GitHub (if needed)
  • invenio-records-permissions GitHub (if needed)
  • invenio-records-resources GitHub
    • bump flask-resources
    • bump marshmallow-utils
    • bump invenio-records-permissions
  • invenio-users-resources Github
    • bump invenio-administration
    • bump invenio-records-resources
  • invenio-drafts-resources GitHub
    • bump invenio-records-resources
  • invenio-vocabularies GitHub
    • bump invenio-records-resources
  • invenio-requests GitHub
    • bump invenio-records-resources
  • invenio-administration GitHub
    • bump invenio-records-resources
    • bump invenio-vocabularies
  • invenio-communities GitHub
    • bump invenio-administration
    • bump invenio-requests
    • bump invenio-vocabularies
  • invenio-rdm-records GitHub
    • bump invenio-administration
    • bump invenio-drafts-resources
    • bump invenio-vocabularies
    • bump invenio-communities
  • react-invenio-forms GitHub
  • react-invenio-deposit GitHub
    • bump react-invenio-forms
  • invenio-app-rdm GitHub
    • bump invenio-rdm-records
    • bump react-invenio-deposit
    • bump react-invenio-forms
  • cookiecutter-invenio-rdm GitHub
    • bump invenio-app-rdm

For modules in v0.X.Y, the new version is v0.(X+1).0.

For modules in vX.Y.Z, the new version is v(X+1).0.0.dev0.

Pre-release

  • Ensure all dependent modules have been released.
  • Release invenio-app-rdm (removing the pre-release suffix - e.g. dev0).
  • cookiecutter-invenio-rdm:
    • Merge everything to master.
    • Create a new version branch from master using the pattern vX.Y (e.g., if Invenio-App-RDM is v1.0.0, then the branch should be named v1.0).
  • Write release notes on https://github.com/inveniosoftware/docs-invenio-rdm and merge them onto the master branch. Check the dev site.

Release

The final steps to release the new modules and source code are to release invenio-cli and reset the documentation's production branch to the master one. Releasing invenio-cli, will make all new installation use the latest released packages.

  • invenio-cli:

    • Update cookiecutter-invenio-rdm branch version in the source code.
    • Bump version of invenio-cli and release.

  • docs-invenio-rdm:

    • Do a final pass on the new version's release notes.
    • Update if need be the release announcement on the homepage of this site.
    • Reset production by cutting from the master branch.

Post-release

Release a Python or JavaScript package

  • Ensure all appropriate PR's are merged onto the master branch on GitHub.
  • Create a PR with commit message "release: vX.Y.Z" and the following content:
    • a list of changes added to the CHANGES.md file
    • a bump to the version number:
      • python: <package>/__init__.py
      • Javascript: package.json, update package-lock.json
  • Create the tag 
    git remote update
git checkout upstream/master
    for the version number see above about semantic versioning 
    git tag vX.Y.Z
git push upstream vX.Y.Z

Maintenance releases

Maintenance releases follow the same workflow as a new version release. You only need to replace master with maint-x.y branches.

Warning

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 and invenio-app-rdm constrains its dependencies below the next untested major versions.

Details about branch workflows are covered in the next section: Branch management