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christinerose authored Sep 19, 2024
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# Release process
# Release Process

This file documents the necessary steps for releasing Irmin to its various users
(via GitHub, `opam-repository` and Tezos).
(via GitHub, `opam-repository`, and Tezos).

At a high level, releasing Irmin consists of publishing the following artefacts:

- a Git [commit tag][git-tags];
- a set of documentation on GitHub pages (e.g. [`mirage.github.io/irmin`][pages-docs]);
- a release archive (`.tbz` file containing the project source) on GitHub;
- a set of `.opam` files in [`opam-repository`][opam-repo] that point to this
release archive;
- (optionally) a copy of these `.opam` files in the Tezos
[`opam-repository`][tezos-opam-repo].
- Git [commit tag][git-tags]
- Set of documentation on GitHub pages (e.g., [`mirage.github.io/irmin`][pages-docs]);
- Release archive (`.tbz` file containing the project source) on GitHub
- Set of `.opam` files in [`opam-repository`][opam-repo] that point to this
release archive
- (Optionally) a copy of these `.opam` files in the Tezos
[`opam-repository`][tezos-opam-repo]

Most of this can be handled automatically by [`dune-release`][dune-release], as
described in the instructions below.
Expand All @@ -22,13 +22,13 @@ described in the instructions below.
[opam-repo]: https://github.com/ocaml/opam-repository


## Manual benchmarking
## Manual Benchmarking

Before releasing, it is important to make sure that the new version doesn't
induce performance regressions. The trace replay benchmarks should be used
for that purpose.

The performances of individual releases of irmin are saved inside the
The performances of individual releases of Irmin are saved inside the
benchmarking server at `/bench/releases/`:
```
.
Expand Down Expand Up @@ -57,19 +57,19 @@ benchmarking server at `/bench/releases/`:
```

To test a new release, setup an `c3-small-x86-01` Equinix instance, fetch a large
enough replay trace and setup the right versions of the right libraries
enough replay trace, and setup the right versions of the right libraries
before running the benchmarks.

The benchmark should be run at least twice (to give insights about the noise),
the two resulting `stat_trace.repr` files should be copied to
`/bench/releases/` using the same naming convention as above. Also set the file
Run the benchmark at least twice (to give insights about the noise).
The two resulting `stat_trace.repr` files should be copied to
`/bench/releases/` using the same naming convention as above. Also, set the file
permissions to read-only using `chmod 444 stat_trace.repr`.

A run of the benchmark is expected to last \~35min.

See [this script](https://github.com/tarides/irmin-tezos/blob/master/bench.sh) for an example of a setup and a bench run.

### Visualising the results
### Visualising the Results

A `stat_summary.json` can be computed from a `stat_trace.repr`.

Expand All @@ -81,8 +81,8 @@ dune exec -- bench/irmin-pack/trace_stats.exe summarise stat_trace.repr >stat_su

A conversion is expected to last \~4 min.

One or more summaries can be pretty printed together. The following command
will pretty print both runs of 2 releases side by side:
One or more summaries can be pretty-printed together. The following command
will pretty-print both runs of 2 releases side by side:
```sh
; export ROOT='/bench/releases/ncommits_200k/irmin2.7.0_index1.4.0_repr0.4.0/'
; export ROOT_OLD='/bench/releases/ncommits_200k/irmin2.2.0_index1.2.1/'
Expand All @@ -95,7 +95,7 @@ will pretty print both runs of 2 releases side by side:

See [this script](https://github.com/tarides/irmin-tezos/blob/master/summarise.sh) for an example of a batch conversion to JSON.

## Releasing to opam-repository and GitHub
## Releasing to `opam-repository` and GitHub

- Check that no `.opam` files contain `pin-depends` fields. If so, release those
packages first.
Expand All @@ -104,7 +104,7 @@ See [this script](https://github.com/tarides/irmin-tezos/blob/master/summarise.s
; git grep -A 10 "pin-depends" *.opam
```

- Make a pull-request to this repository containing pre-release changes (drop
- Make a pull request (PR) to this repository containing pre-release changes (drop
`pin-depends`, add release number to `CHANGES.md`, any new constraints) and an
empty commit to host the release tag.

Expand Down Expand Up @@ -134,14 +134,14 @@ See [this script](https://github.com/tarides/irmin-tezos/blob/master/summarise.s
the development repository. If any changes to `.opam` files were necessary in
the `opam-repository` PR, add those to the release PR before merging.

### Re-cutting a failed Opam release
### Recutting a Failed opam Release

It may be necessary to re-cut an attempted release, for instance if the
It may be necessary to recut an attempted release, for instance if the
`opam-repository` CI raised issues that couldn't be fixed via if the
`opam-repository`.

First delete the release distribution via the GitHub UI, then cleanup the Git
tags and re-perform the required release steps:
tags and reperform the required release steps:

```sh
; git tag -d X.Y.Z # Erase git tag locally
Expand All @@ -157,7 +157,7 @@ tags and re-perform the required release steps:
; git push -u origin --force # Add new `.opam` files to PR
```

## Releasing to Tezos' opam-repository
## Releasing to Tezos' `opam-repository`

The Tezos project uses [its own `opam-repository`][tezos-opam-repo] to source
its dependencies, so upgrading its dependencies requires making a separate
Expand All @@ -176,7 +176,7 @@ done

(The above process is somewhat automated by [this
script][tezos-downstream-script].) Once this is done, make an MR to the Tezos
opam-repository andif necessary a corresponding MR to Tezos to adjust to
`opam-repository` and, if necessary, a corresponding MR to Tezos to adjust to
any API changes.

[tezos-opam-repo]: https://gitlab.com/tezos/opam-repository
Expand Down

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