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Apache Releases

Until things settle and we create scripts that streamline this, you'll probably want to run these commands manually and understand what they do prior to doing so.

For coordinating on releases, on operational topics that require more synchronous communications, we recommend using the #apache-releases channel on the Superset Slack. People crafting releases and those interested in partaking in the process should join the channel.

Release notes for recent releases

Release setup (First Time Only)

First you need to setup a few things. This is a one-off and doesn't need to be done at every release.

    # Create PGP Key, and use your @apache.org email address
    gpg --gen-key

    # Checkout ASF dist repo

    svn checkout https://dist.apache.org/repos/dist/dev/superset/ ~/svn/superset_dev

    svn checkout https://dist.apache.org/repos/dist/release/superset/ ~/svn/superset
    cd ~/svn/superset


    # Add your GPG pub key to KEYS file. Replace "Maxime Beauchemin" with your name
    export SUPERSET_PGP_FULLNAME="Maxime Beauchemin"
    (gpg --list-sigs "${SUPERSET_PGP_FULLNAME}" && gpg --armor --export "${SUPERSET_PGP_FULLNAME}" ) >> KEYS


    # Commit the changes
    svn commit -m "Add PGP keys of new Superset committer"

    # push the changes
    svn update

To minimize the risk of mixing up your local development environment, it's recommended to work on the release in a different directory than where the devenv is located. In this example, we'll clone the repo directly from the main apache/superset repo to a new directory superset-release:

cd <MY PROJECTS PATH>
git clone https://github.com/apache/superset.git superset-release
cd superset-release

We recommend setting up a virtual environment to isolate the python dependencies from your main setup:

virtualenv venv
source venv/bin/activate

In addition, we recommend using the cherrytree tool for automating cherry picking, as it will help speed up the release process. To install cherrytree and other dependencies that are required for the release process, run the following commands:

pip install -r RELEASING/requirements.txt

Setting up the release environment (do every time)

As the vote process takes a minimum of 72h, sometimes stretching over several weeks of calendar time if votes don't pass, chances are the same terminal session won't be used for crafting the release candidate and the final release. Therefore, it's a good idea to do the following every time you work on a new phase of the release process to make sure you aren't releasing the wrong files/using wrong names. There's a script to help you set correctly all the necessary environment variables. Change your current directory to RELEASING and execute the set_release_env.sh script with the relevant parameters:

Usage (MacOS/ZSH):

cd RELEASING
source set_release_env.sh <SUPERSET_RC_VERSION> <PGP_KEY_FULLNAME>

Usage (BASH):

. set_release_env.sh <SUPERSET_RC_VERSION> <PGP_KEY_FULLNAME>

Example:

source set_release_env.sh 1.5.1rc1 [email protected]

The script will output the exported variables. Here's example for 1.5.1rc1:

-------------------------------
Set Release env variables
SUPERSET_VERSION=1.5.1
SUPERSET_RC=1
SUPERSET_GITHUB_BRANCH=1.5
[email protected]
SUPERSET_VERSION_RC=1.5.1rc1
SUPERSET_RELEASE=apache-superset-1.5.1
SUPERSET_RELEASE_RC=apache-superset-1.5.1rc1
SUPERSET_RELEASE_TARBALL=apache-superset-1.5.1-source.tar.gz
SUPERSET_RELEASE_RC_TARBALL=apache-superset-1.5.1rc1-source.tar.gz
SUPERSET_TMP_ASF_SITE_PATH=/tmp/incubator-superset-site-1.5.1
-------------------------------

Crafting a source release

When crafting a new minor or major release we create a branch named with the release MAJOR.MINOR version (on this example 0.37). This new branch will hold all PATCH and release candidates that belong to the MAJOR.MINOR version.

Creating an initial minor release (e.g. 1.5.0)

The MAJOR.MINOR branch is normally a "cut" from a specific point in time from the master branch. When creating the initial minor release (e.g. 1.5.0), create a new branch:

git checkout master
git pull
git checkout -b ${SUPERSET_GITHUB_BRANCH}
git push origin $SUPERSET_GITHUB_BRANCH

Note that this initializes a new "release cut", and is NOT needed when creating a patch release (e.g. 1.5.1).

Creating a patch release (e.g. 1.5.1)

When getting ready to bake a patch release, simply checkout the relevant branch:

git checkout master
git pull
git checkout ${SUPERSET_GITHUB_BRANCH}

Cherry picking

It is customary to label PRs that have been introduced after the cut with the label v<MAJOR>.<MINOR>. For example, for any PRs that should be included in the 1.5 branch, the label v1.5 should be added.

To see how well the labelled PRs would apply to the current branch, run the following command:

cherrytree bake -r apache/superset -m master -l v${SUPERSET_GITHUB_BRANCH} ${SUPERSET_GITHUB_BRANCH}

This requires the presence of an environment variable GITHUB_TOKEN. Alternatively, you can pass the token directly via the --access-token parameter (-at for short).

Happy path: no conflicts

This will show how many cherries will apply cleanly. If there are no conflicts, you can simply apply all cherries by adding the --no-dry-run flag (-nd for short):

cherrytree bake -r apache/superset -m master -l v${SUPERSET_GITHUB_BRANCH} -nd ${SUPERSET_GITHUB_BRANCH}

Resolving conflicts

If there are conflicts, you can issue the following command to apply all cherries up until the conflict automatically, and then break by adding the -error-mode break flag (-e break for short):

cherrytree bake -r apache/superset -m master -l v${SUPERSET_GITHUB_BRANCH} -nd -e break ${SUPERSET_GITHUB_BRANCH}

After applying the cleanly merged cherries, cherrytree will specify the SHA of the conflicted cherry. To resolve the conflict, simply issue the following command:

git cherry-pick <SHA>

Then fix all conflicts, followed by

git add -u  # add all changes
git cherry-pick --continue

After this, rerun all the above steps until all cherries have been picked, finally pushing all new commits to the release branch on the main repo:

git push

Updating changelog

Next, update the CHANGELOG.md with all the changes that are included in the release. Make sure the branch has been pushed to origin to ensure the changelog generator can pick up changes since the previous release. Similar to cherrytree, the change log script requires a github token, either as an env var (GITHUB_TOKEN) or as the parameter --access_token.

Initial release (e.g. 1.5.0)

When generating the changelog for an initial minor relese, you should compare with the previous release (in the example, the previous release branch is 1.4, so remember to update it accordingly):

python changelog.py --previous_version 1.4 --current_version ${SUPERSET_GITHUB_BRANCH} changelog

You can get a list of pull requests with labels started with blocking, risk, hold, revert and security by using the parameter --risk. Example:

python changelog.py --previous_version 0.37 --current_version 0.38 changelog --access_token {GITHUB_TOKEN} --risk

The script will checkout both branches, compare all the PRs, and output the lines that are needed to be added to the CHANGELOG.md file in the root of the repo. Remember to also make sure to update the branch id (with the above command 1.5 needs to be changed to 1.5.0)

Then, in UPDATING.md, a file that contains a list of notifications around deprecations and upgrading-related topics, make sure to move the content now under the Next Version section under a new section for the new release.

Patch release (e.g. 1.5.1)

To compare the forthcoming patch release with the latest release from the same branch, set --previous_version as the tag of the previous release (in this example 1.5.0; remember to update accordingly)

python changelog.py --previous_version 1.5.0 --current_version ${SUPERSET_GITHUB_BRANCH} changelog

Set version number

Finally, bump the version number on superset-frontend/package.json (replace with whichever version is being released excluding the RC version):

"version": "0.38.0"

Commit the change with the version number, then git tag the version with the release candidate and push to the branch:

# add changed files and commit
git add ...
git commit ...
# push new tag
git tag ${SUPERSET_VERSION_RC}
git push origin ${SUPERSET_VERSION_RC}

Preparing the release candidate

The first step of preparing an Apache Release is packaging a release candidate to be voted on. Make sure you have correctly prepared and tagged the ready to ship release on Superset's repo (MAJOR.MINOR branch), the following script will clone the tag and create a signed source tarball from it:

# make_tarball will use the previously set environment variables
# you can override by passing arguments: make_tarball.sh <SUPERSET_VERSION> <SUPERSET_VERSION_RC> "<PGP_KEY_FULLNAME>"
./make_tarball.sh

Note that make_tarball.sh:

  • By default, the script assumes you have already executed an SVN checkout to $HOME/svn/superset_dev. This can be overridden by setting SUPERSET_SVN_DEV_PATH environment var to a different svn dev directory
  • Will refuse to craft a new release candidate if a release already exists on your local svn dev directory
  • Will check package.json version number and fails if it's not correctly set

Build and test the created source tarball

To build and run the local copy of the recently created tarball:

# Build and run a release candidate tarball
./test_run_tarball.sh local
# you should be able to access localhost:5001 on your browser
# login using admin/admin

Shipping to SVN

Now let's ship this RC into svn's dev folder

cd ~/svn/superset_dev/
svn add ${SUPERSET_VERSION_RC}
svn commit -m "Release ${SUPERSET_VERSION_RC}"
svn update

Build and test from SVN source tarball

To build and run the recently created tarball from SVN:

# Build and run a release candidate tarball
./test_run_tarball.sh
# you should be able to access localhost:5001 on your browser
# login using admin/admin

Create a release on Github

After submitting the tag and testing the release candidate, follow the steps here to create the release on GitHub. Use the vote email text as the content for the release description. Make sure to check the "This is a pre-release" checkbox for release candidates. You can check previous releases if you need an example.

Voting

Now you're ready to start the [VOTE] thread. Here's an example of a previous release vote thread: https://lists.apache.org/thread.html/e60f080ebdda26896214f7d3d5be1ccadfab95d48fbe813252762879@<dev.superset.apache.org>

To easily send a voting request to Superset community, still on the superset/RELEASING directory:

# Note: use Superset's virtualenv
(venv)$ python generate_email.py vote_pmc

The script will generate the email text that should be sent to [email protected] using an email client. The release version and release candidate number are fetched from the previously set environment variables.

Once 3+ binding votes (by PMC members) have been cast and at least 72 hours have past, you can post a [RESULT] thread: https://lists.apache.org/thread.html/50a6b134d66b86b237d5d7bc89df1b567246d125a71394d78b45f9a8@%3Cdev.superset.apache.org%3E

To easily send the result email, still on the superset/RELEASING directory:

# Note: use Superset's virtualenv
python generate_email.py result_pmc

The script will interactively ask for extra information needed to fill out the email template. Based on the voting description, it will generate a passing, non passing or non conclusive email. Here's an example:

A List of people with +1 binding vote (ex: Max,Grace,Krist): Daniel,Alan,Max,Grace
A List of people with +1 non binding vote (ex: Ville): Ville
A List of people with -1 vote (ex: John):

The script will generate the email text that should be sent to [email protected] using an email client. The release version and release candidate number are fetched from the previously set environment variables.

Validating a release

https://www.apache.org/info/verification.html

Publishing a successful release

Upon a successful vote, you'll have to copy the folder into the non-"dev/" folder.

cp -r ~/svn/superset_dev/${SUPERSET_VERSION_RC}/ ~/svn/superset/${SUPERSET_VERSION}/
cd ~/svn/superset/
# Rename the RC (0.34.1rc1) to the actual version being released (0.34.1)
for f in ${SUPERSET_VERSION}/*; do mv "$f" "${f/${SUPERSET_VERSION_RC}/${SUPERSET_VERSION}}"; done
svn add ${SUPERSET_VERSION}
svn commit -m "Release ${SUPERSET_VERSION}"
svn update

Then tag the final release:

# Go to the root directory of the repo, e.g. `~/src/superset`
cd ~/src/superset/
# make sure you're on the correct branch (e.g. 0.34)
git branch
# Create the release tag
git tag -f ${SUPERSET_VERSION}
# push the tag to the remote
git push origin ${SUPERSET_VERSION}

Update CHANGELOG and UPDATING on superset

Now that we have a final Apache source release we need to open a pull request on Superset with the changes on CHANGELOG.md and UPDATING.md.

Publishing a Convenience Release to PyPI

Extract the release to the /tmp folder to build the PiPY release. Files in the /tmp folder will be automatically deleted by the OS.

mkdir -p /tmp/superset && cd /tmp/superset
tar xfvz ~/svn/superset/${SUPERSET_VERSION}/${SUPERSET_RELEASE_TARBALL}

Create a virtual environment and install the dependencies

cd ${SUPERSET_RELEASE_RC}
python3 -m venv venv
source venv/bin/activate
pip install -r requirements/base.txt
pip install twine

Create the distribution

cd superset-frontend/
npm ci && npm run build
cd ../
flask fab babel-compile --target superset/translations
python setup.py sdist

Publish to PyPI

You may need to ask a fellow committer to grant you access to it if you don't have access already. Make sure to create an account first if you don't have one, and reference your username while requesting access to push packages.

twine upload dist/apache-superset-${SUPERSET_VERSION}.tar.gz

Set your username to __token__

Set your password to the token value, including the pypi- prefix

More information on https://pypi.org/help/#apitoken

Announcing

Once it's all done, an [ANNOUNCE] thread announcing the release to the dev@ mailing list is the final step.

# Note use Superset's virtualenv
python generate_email.py announce

The script will generate the email text that should be sent to [email protected] using an email client. The release version is fetched from the previously set environment variables.

GitHub Release

Finally, so the GitHub UI reflects the latest release, you should create a release from the tag corresponding with the new version. Go to https://github.com/apache/superset/tags, click the 3-dot icon and select Create Release, paste the content of the ANNOUNCE thread in the release notes, and publish the new release.

At this point, a GitHub action will run that will check whether this release's version number is higher than the current 'latest' release. If that condition is true, this release sha will automatically be tagged as latest so that the most recent release can be referenced simply by using the 'latest' tag instead of looking up the version number. The existing version number tag will still exist, and can also be used for reference.