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I've been using and fine-tuning this release checklist over the past year.
As part of the efforts to document the processes and policies for this repo, I'm now publishing the checklist for transparency and to make this knowledge transferable.

Note: some of the steps which this list previously included in my local copy have now been automated via the "verify-release" GH Actions workflow. These steps have been removed from this checklist.

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jrfnl committed Dec 8, 2024
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126 changes: 126 additions & 0 deletions .github/release-checklist.md
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# Release checklist

## Before Release

### General

- [ ] Verify, and if necessary, update the version constraints for dependencies in the `composer.json` - PR #xxx
- [ ] Verify that any new functions have (ClassName/array/callable) type declarations whenever possible.
- [ ] Verify that the license tags all refer to the _new_ organisation and no longer to Squizlabs. (easily overlooked in new files)
- [ ] Verify that `@copyright` tags in new files use `@copyright 20xx PHPCSStandards and contributors`.

### Wiki

- [ ] Fetch changes and check against vandalism.
- [ ] Verify that any new `public` properties are listed on the Customizable Properties page in the Wiki.
- [ ] Verify that any new sniffs which have `public` properties are listed on the Customizable Properties page in the Wiki.
- [ ] Verify that any new CLI options are listed in the Wiki.
- [ ] Verify that any new Reports have a section in the Reports page in the Wiki.

### Majors only

- [ ] Move old changelog entries to `CHANGELOG_OLD.md` file.
- [ ] Verify that everything deprecated during the previous major was removed.
- [ ] Update the wiki for any references to anything deprecated/removed.
- [ ] Change `Config::STABILITY` from "dev" to "stable" for the branch for the new major. - PR #xxx

### Prepare changelog

- [ ] Prepare changelog for the release and submit the PR. - PR #xxx
- Based on the tickets in the milestone.
- Double-check that any issues which were closed by PRs included in the release, have the milestone set.
- Compare with auto-generated release notes to ensure nothing is missed.
- :pencil2: Remember to add a release link at the bottom!
- [ ] Prepare extra sections for the GH release notes.
- Use "New contributors" list from the auto-generated notes.
- Use the milestone to gather the stats.
- Add sponsor link.
- Remove square brackets from all ticket links or make them proper full links (as GH markdown parser doesn't parse these correctly).
- Change all contributor links to full inline links (as GH markdown parser on the Releases page doesn't parse these correctly).
```md
---

### New Contributors

The PHP_CodeSniffer project is happy to welcome the following new contributors:
@...., @....

### Statistics

**Closed**: # issues
**Merged**: ## pull requests

If you like to stay informed about releases and more, follow [@phpcs on Mastodon](https://phpc.social/@phpcs) or [@PHP_CodeSniffer on X](https://x.com/PHP_CodeSniffer).

Please consider [funding the PHP_CodeSniffer project](https://opencollective.com/php_codesniffer). If you already do so: thank you!
```

### Milestone

- [ ] Close the milestone
- [ ] Open a new milestone for the next release
- [ ] If any open PRs/issues which were milestoned for this release did not make it into the release, update their milestone.


## Release

- [ ] Merge the changelog PR.
For now, cherrypick the changelog to the 4.0 branch.
- [ ] Make sure all CI builds for `master` are green.
- [ ] Create a tag for the release & push it.
- [ ] Make sure all CI builds are green.
- [ ] Download the PHAR files from the GH Actions test build page.
- [ ] Sign the PHAR files using:
```bash
gpg -u [email protected] --detach-sign --output phpcs.phar.asc phpcs.phar
gpg -u [email protected] --detach-sign --output phpcbf.phar.asc phpcbf.phar
gpg -u [email protected] --detach-sign --output phpcs-x.x.x.phar.asc phpcs-x.x.x.phar
gpg -u [email protected] --detach-sign --output phpcbf-x.x.x.phar.asc phpcbf-x.x.x.phar
```
- If, for whatever reason, the key is no longer available or has expired:
-> generate a new key following the steps here: <https://phar.io/howto/generate-gpg-key.html>.
-> upload the new key following the steps here: <https://phar.io/howto/uploading-public-keys.html>.
-> update the key information in the README x 3.
-> update the key info in the verify-release GHA workflow.
- [ ] Get the SHA of the files for the phive.xml file
```bash
# Linux
sha256sum ./phpcs-x.x.x.phar
sha256sum ./phpcbf-x.x.x.phar

# Windows
certutil -hashfile ./phpcs-x.x.x.phar SHA256
certutil -hashfile ./phpcbf-x.x.x.phar SHA256
```
- Update the `gh-pages` branch:
- [ ] Add the new release to the `phive.xml` file,
- [ ] Add the versioned PHAR files + keys in PHAR dir
- [ ] Add the unversioned PHAR files + keys in root dir
- [ ] Verify the attestations of the PHAR files.
```bash
gh attestation verify phpcs.phar -o PHPCSStandards
gh attestation verify phpcbf.phar -o PHPCSStandards
gh attestation verify phars/phpcs-x.x.x.phar -o PHPCSStandards
gh attestation verify phars/phpcbf-x.x.x.phar -o PHPCSStandards
```
- [ ] Commit & push the changes.
- [ ] Verify that the website regenerated correctly and that the phars can be downloaded.
- [ ] Create a release & copy & paste the changelog to it.
- [ ] Upload the unversioned PHAR files + asc files to the release
- [ ] Announce the release in the discussions forum via checkbox
- [ ] Make sure all CI builds are green, including the verify-release workflow.


## After Release

- [ ] Update the version nr in `Config::VERSION` file to the _next_ (patch) version.
This can always be adjusted again later if needs be if it is decided that the next version will be a minor/major, but at least for dev
it should clearly show that this is bleeding edge/unreleased.
- [ ] Close release announcement in the "Discussions" for previous minors (leave the announcements related to the current minor open).


### Publicize

- [ ] Post on Mastodon about the release (official account).
- [ ] Post on X about the release (official account).
- [ ] Post on LinkedIn (personal account).
3 changes: 2 additions & 1 deletion .remarkrc
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{
"skipUrlPatterns": [
"^https?://github\\.com/PHPCSStandards/PHP_CodeSniffer/compare/[0-9\\.]+?\\.{3}[0-9\\.]+",
"^https?://github\\.com/[A-Za-z0-9-]+"
"^https?://github\\.com/[A-Za-z0-9-]+",
"^https?://x\\.com/PHP_CodeSniffer"
]
}
],
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