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Make sure that high priority bugs (label "priority" + "bug") have been resolved before going into the release.
Review old/hanging PRs before going into the release (Optional).
Revisit R-package's lifecycle badges (Optional).
Make sure that all upstream dependencies of this package that need to be submitted to CRAN were accepted before going into release activities.
Make sure integration tests are green 2-3 days before the release. Look carefully through logs (check for warnings and notes).
Decide what gets merged in before starting release activities.
Release
Prepare the release
Create a new release candidate branch git checkout -b release-candidate-vX.Y.Z
Update NEWS.md file: make sure it reflects a holistic summary of what has changed in the package.
Remove the additional fields (Remotes) from the DESCRIPTION file where applicable.
Make sure that the minimum dependency versions are updated in the DESCRIPTION file for the package and its reverse dependencies (Optional).
Increase versioned dependency on {package name} to >=X.Y.Z (Optional).
Commit your changes and create the PR on GitHub (add "[skip vbump]" in the PR title). Add all updates, commit, and push changes:
# Make the necessary modifications to your files# Stage the changesgitadd<filesyourmodified># Commit the changesgitcommit-m"[skip vbump] <Your commit message>"gitpushoriginrelease-candidate-vX.Y.Z`
Test the release
Execute the manual tests on Shiny apps that are deployed on various hosting providers (Posit connect and shinyapps.io) - track the results in GitHub issue (Applicable only for frameworks that use Shiny).
Monitor integration tests, if integration fails, create priority issues on the board.
Execute UAT tests (Optional).
CRAN submission
Tag the update(s) as a release candidate vX.Y.Z-rc (e.g. v0.5.3-rc1) on the release candidate branch (release-candidate-vX.Y.Z).
# Create rc tag for submission for internal validationgittagvX.Y.Z-rc<iterationnumber>gitpushoriginvX.Y.Z-rc<iterationnumber>
Build the package locally using the command:R CMD build . which will generate a .tar.gz file necessary for the CRAN submission.
Address CRAN feedback, tag the package vX.Y.Z-rc(n+1) and repeat the submission to CRAN whenever necessary.
Get the package accepted and published on CRAN.
Tag the release
If the additional fields were removed, add them back in a separate PR, and then merge the PR back to main (add "[skip vbump]" in the PR title). If nothing was removed just merge the PR you created in the "Prepare the release" section to 'main'. Note the commit hash of the merged commit. Note: additional commits might be added to the main branch by a bot or an automation - we do NOT want to tag this commit.
Make sure of the following before continuing
CI checks are passing in GH before releasing the package.
Shiny apps are deployable and there are no errors/warnings (Applicable only for frameworks that use Shiny).
Create a git tag with the final version set to vX.Y.Z on the main branch. In order to do this:
Checkout the commit hash. git checkout <commit hash>
Tag the hash with the release version (vX.Y.Z). git tag vX.Y.Z
Push the tag to make the final release. git push origin vX.Y.Z
Update downstream package dependencies to (>=X.Y.Z) in {package name}. Note: Once the release tag is created, the package is automatically published to internal repositories.
Post-release
Ensure that CRAN checks are passing for the package.
Make sure that the package is published to internal repositories.
Make sure internal documentation is up to date.
Review and update installation instructions for the package wherever needed (Optional).
Blocked by
PRs
Issues
Pre-release
Release
Prepare the release
git checkout -b release-candidate-vX.Y.Z
Remotes
) from the DESCRIPTION file where applicable.Test the release
CRAN submission
R CMD build .
which will generate a .tar.gz file necessary for the CRAN submission.Tag the release
main
branch by a bot or an automation - we do NOT want to tag this commit.Make sure of the following before continuing
CI checks are passing in GH before releasing the package.
Shiny apps are deployable and there are no errors/warnings (Applicable only for frameworks that use Shiny).
Create a git tag with the final version set to vX.Y.Z on the main branch. In order to do this:
git checkout <commit hash>
git tag vX.Y.Z
git push origin vX.Y.Z
Update downstream package dependencies to (>=X.Y.Z) in {package name}.
Note: Once the release tag is created, the package is automatically published to internal repositories.
Post-release
Decision tree
Click here to see the release decision tree.
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