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RELEASE_CHECKLIST.md

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Release Checklist

This is a list of the things that need to happen during a release.

Build a Release

Prepare the Changelog (Full release only)

If you are releasing a beta or a release candidate, no official changelog is needed, but you're not off the hook! You'll need to write testing instructions in lieu of an official changelog.

  1. Open the associated GitHub milestone for the release. All issues and PRs should be closed. If they are not you should reassign all open issues and PRs to future milestones.
  2. Go through the commit history since the last release. Ensure that all PRs that have landed are marked with the milestone. You can use this to show all the PRs that are merged on or after YYYY-MM-DD: https://github.com/issues?utf8=%E2%9C%93&q=repo%3Aapollographql%2Frouter+merged%3A%3E%3DYYYY-MM-DD
  3. Go through the closed PRs in the milestone. Each should have a changelog label indicating if the change is documentation, feature, fix, or maintenance. If there is a missing label, please add one. If it is a breaking change, also add a BREAKING label.
  4. Set the release date in NEXT_CHANGELOG.md. Add this release to the CHANGELOG.md. Use the structure of previous entries.

Start a release PR

  1. Make sure you have cargo installed on your machine and in your PATH.
  2. Create a new branch "#.#.#" where "#.#.#" is this release's version (release) or "#.#.#-rc.#" (release candidate)
  3. Update the version in */Cargo.toml (do not forget the ones in scaffold templates).
  4. Update the apollo-router Git tags in the dependencies sections of the Cargo.toml files in apollo-router-scaffold/templates/**.
  5. Update the PACKAGE_VERSION value in scripts/install.sh (it should be prefixed with v!)
  6. Update docker.mdx and kubernetes.mdx with the release version.
  7. Update helm/chart/router/Chart.yaml as follows:
    • update the version and the appVersion to the release version. e.g.: appVersion: "v0.9.0" 8 Update helm/chart/router/README.md by running this from the repo root: (cd helm/chart && helm-docs router). (If not installed, you should install helm-docs)
  8. Update the kubernetes section of the docs:
  • go to the helm/chart/router folder
  • run helm template --set router.configuration.telemetry.metrics.prometheus.enabled=true --set managedFederation.apiKey="REDACTED" --set managedFederation.graphRef="REDACTED" --debug .
  • Paste the output in the Kubernetes Configuration example of the docs/source/containerization/kubernetes.mdx file
  1. Update federation-version-support.mdx with the latest version info. Use https://github.com/apollographql/version_matrix to generate the version matrix.
  2. Update the image of the Docker image within docker-compose*.yml files inside the dockerfiles directory.
  3. Update the license list with cargo about generate --workspace -o licenses.html about.hbs. (If not installed, you can install cargo-about by running cargo install cargo-about.)
  4. Add a new section in CHANGELOG.md with the contents of NEXT_CHANGELOG.md
  5. Put a Release date and the version number on the new CHANGELOG.md section
  6. Update the version in NEXT_CHANGELOG.md.
  7. Clear NEXT_CHANGELOG.md leaving only the template.
  8. Run cargo check so the lock file gets updated.
  9. Run cargo xtask check-compliance.
  10. Push up a commit with all the changes. The commit message should be "release: v#.#.#" or "release: v#.#.#-rc.#"
  11. Request review from the Router team.

Review

Most review comments will be about the changelog. Once the PR is finalized and approved:

  1. Always use Squash and Merge GitHub button.

Tag and build release

This part of the release process is handled by CircleCI, and our binaries are distributed as GitHub Releases. When you push a version tag, it kicks off a workflow that checks out the tag, builds release binaries for multiple platforms, and creates a new GitHub release for that tag.

  1. Wait for tests to pass.
  2. Have your PR merged to main.
  3. Once merged, run git checkout main and git pull.
  4. Sync your local tags with the remote tags by running git tag -d $(git tag) && git fetch --tags
  5. Tag the commit by running either git tag -a v#.#.# -m "#.#.#" (release), or git tag -a v#.#.#-rc.# -m "#.#.#-rc.#" (release candidate)
  6. Run git push --tags.
  7. Wait for CI to pass.

Edit the release

After CI builds the release binaries, a new release will appear on the releases page, click Edit, update the release notes, and save the changes to the release.

If this is a stable release (not a release candidate)

  1. Paste the current release notes from NEXT_CHANGELOG.md into the release body.
  2. Reset the content of NEXT_CHANGELOG.md.

If this is a release candidate

  1. CI should already mark the release as a pre-release. Double check that it's listed as a pre-release on the release's Edit page.

  2. If this is a new rc (rc.0), paste testing instructions into the release notes.

  3. If this is a rc.1 or later, the old release candidate testing instructions should be moved to the latest release candidate testing instructions, and replaced with the following message:

    This beta release is now out of date. If you previously installed this
release, you should reinstall and see what's changed in the latest
[release](https://github.com/apollographql/router/releases).

    The new release candidate should then include updated testing instructions with a small changelog at the top to get folks who installed the old release candidate up to speed.

Publish the release to Crates.io

  1. To perform these steps, you'll need access credentials which allow you publishing to Crates.io.
  2. Make sure you are on the Git tag you have published and pushed in the previous step by running git checkout v#.#.# (release) or git checkout v#.#.#-rc.# (release candidate). (You are probably still on this commit)
  3. Change into the apollo-router/ directory at the root of the repository.
  4. Make sure that the README.md in this directory is up to date with any necessary or relevant changes. It will be published as the crates README on Crates.io.
  5. Run cargo publish --dry-run if you'd like to smoke test things
  6. Do the real publish with cargo publish.

Troubleshooting a release

Mistakes happen. Most of these release steps are recoverable if you mess up.

I pushed the wrong tag

Tags and releases can be removed in GitHub. First, remove the remote tag:

git push --delete origin vX.X.X

This will turn the release into a draft and you can delete it from the edit page.

Make sure you also delete the local tag:

git tag --delete vX.X.X