zulip/docs/subsystems/release-checklist.md

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# Zulip server release checklist
This document has reminders of things one might forget to do when
preparing a new release.
### A week before the release
- _Major releases only (e.g. 4.0):_
- Upgrade all Python dependencies in
`requirements` to latest upstream versions so they can burn in (use
`pip list --outdated`).
- Upgrade all puppet dependencies in `puppet/deps.yaml`
- Upgrade all puppet-installed dependencies (e.g. Smokescreen, go,
etc) in `puppet/zulip/manifests/common.pp`
- [Upload strings to
Transifex](../translating/internationalization.md#translation-process)
using `push-translations`. Post a Transifex
[Announcement](https://www.transifex.com/zulip/zulip/announcements/)
notifying translators that we're approaching a release.
- Merge draft updates to the [changelog](../overview/changelog.md)
with changes since the last release. While doing so, take notes on
things that might need follow-up work or documentation before we
can happily advertise them in a release blog post.
- Inspect all `TODO/compatibility` comments for whether we can
remove any backwards-compatibility code in this release.
- Create a burn-down list of issues that need to be fixed before we can
release, and make sure all of them are being worked on.
- Draft the release blog post (a.k.a. the release notes) in Paper. In
it, list the important changes in the release, from most to least
notable.
### Final release preparation
- Update the Paper blog post draft with any new commits.
- _Major releases only:_ Download updated translation strings from
Transifex and commit them.
- Use `build-release-tarball` to generate a pre-release tarball.
- Test the new tarball extensively, both new install and upgrade from last
release, on Ubuntu 20.04.
- Repeat until release is ready.
- Send around the Paper blog post draft for review.
- Move the blog post draft to Ghost:
- Use "··· > Export > Markdown" to get a pretty good markdown conversion, then insert that as a Markdown block in Ghost.
- Proofread, especially for formatting.
- Tag the post with "Release announcements" _first_, then any other tags (e.g. "Security").
### Executing the release
- Create the release commit, on `main` (for major releases) or on the
release branch (for minor releases):
- Copy the Markdown release notes for the release into
`docs/overview/changelog.md`.
- Verify the changelog passes lint, and has the right release date.
- _Major releases only:_ Adjust the `changelog.md` heading to have
the stable release series boilerplate.
- Update `ZULIP_VERSION` and `LATEST_RELEASE_VERSION` in `version.py`.
- _Major releases only:_ Update `API_FEATURE_LEVEL` to a feature
level for the final release, and document a reserved range.
- Run `tools/release` with the release version.
- Update the [Docker image](https://github.com/zulip/docker-zulip):
- Update `ZULIP_GIT_REF` in `Dockerfile`
- Update `README.md`
- Update the image in `docker-compose.yml`, as well as the `ZULIP_GIT_REF`
- Update the image in `kubernetes/zulip-rc.yml`
- Build the image: `docker build . -t zulip/docker-zulip:4.11-0 --no-cache`
- Also tag it with `latest`: `docker build . -t zulip/docker-zulip:latest`
- Push those tags: `docker push zulip/docker-zulip:4.11-0; docker push zulip/docker-zulip:latest`
- Update the latest version in [the README in Docker Hub](https://hub.docker.com/repository/docker/zulip/docker-zulip).
- Commit the changes and push them to `main`.
- Publish the blog post; check the box to "send by email."
- Announce the release, pointing to the blog post, via:
- Email to [zulip-announce](https://groups.google.com/g/zulip-announce)
- Message in [#announce](https://chat.zulip.org/#narrow/stream/1-announce)
- Tweet from [@zulip](https://twitter.com/zulip).
### Post-release
- The DigitalOcean one-click image will report in an internal channel
once it is built, and how to test it. Verify it, then publish it
publish it to DigitalOcean marketplace.
- _Major releases only:_
- Create a release branch (e.g. `4.x`).
- On the release branch, update `ZULIP_VERSION` in `version.py` to
the present release with a `+git` suffix, e.g. `4.0+git`.
- On `main`, update `ZULIP_VERSION` to the future major release with
a `-dev+git` suffix, e.g. `5.0-dev+git`. Make a Git tag for this
update commit with a `-dev` suffix, e.g. `5.0-dev`. Push the tag
to both zulip.git and zulip-internal.git to get a correct version
number for future Cloud deployments.
- Consider removing a few old releases from ReadTheDocs; we keep about
two years of back-versions.
- Update Transifex to add the new `4.x` style release branch
resources and archive the previous release branch's resources with
the "Translations can't translate this resource" setting.
- Add a new CI production upgrade target:
- Build a docker image: `cd tools/ci && docker build . -f Dockerfile.prod --build-arg=BASE_IMAGE=zulip/ci:bullseye --build-arg=VERSION=5.0 --tag=zulip/ci:bullseye-5.0 && docker push zulip/ci:bullseye-5.0`
- Add a new line to the `production_upgrade` matrix in
`.github/workflows/production-suite.yml`.
- _Minor releases only (e.g. 3.2):_
- On the release branch, update `ZULIP_VERSION` to the present
release with a `+git` suffix, e.g. `3.2+git`.
- On main, update `LATEST_RELEASE_VERSION` with the released version.
- On main, cherry-pick the changelog changes from the release
branch.