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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.
Revisit R-package's lifecycle badges (Optional). Not applicable
Discuss package dependencies before going into release activities.
Create a plan to sequentially close release activities and submit groups of packages for internal validation (Applicable only for regulatory release).
Check Validation Pipeline dry-run results for the package.
Make sure all relevant integration tests are green 2-3 days before the release. Look carefully through logs (check for warnings and notes).
Check if a package is installable on our supported internal systems (Optional). Not applicable
Inform about the soft code freeze, decide what gets merged in before starting release activities.
Release Checklist
Recurring tasks: 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). Not applicable
Recurring tasks: Monitor integration tests, if integration fails, create priority issues on the board.
Make sure that CI checks are passing in GH before releasing the package.
Sanity checks for Shiny applications e.g. checking if Shiny apps are deployable and making sure there are no errors/warnings. Not applicable
Update NEWS.md file: make sure it reflects a holistic summary of what has changed in the package, check README.
Remove the additional fields (Remotesand Config/Needs/*) from the DESCRIPTION file where applicable. Not applicable
Make sure that the minimum dependency versions are updated in the DESCRIPTION file for the package.
Increase versioned dependency on {package name} to >=X.X.X.
Create a pull request to make necessary bug fixes/changes (add "[skip vbump]" in the PR title), and after merging the PR, tag the update(s) as a release candidate v < intended release version > -rc < release candidate iteration > on the main branch. Note that tags are created in GitHub and synchronized with GitLab automatically.
The package is submitted for internal validation by Release Coordinator (Applicable only for regulatory release).
Address any feedback (internal validation/user testing), retag the package as a release candidate vX.X.X-rc(n+1). Repeat the submission for internal validation if necessary.
Get the package validated (Applicable only for regulatory 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). Not applicable
Create a git tag with the final version set to X.X.X on the main branch.
Update downstream package dependencies to (>=X.X.X) in {package name}.
Testing
Integration tests results - accepted.
UAT results - accepted.
Shiny apps test results - accepted (Applicable only for Shiny apps). Not applicable
Necessary testing on target environment - performed (up to ETL).
Release Feedback
Fix 1
Enhancement 1
Defect 1
Post-release Checklist
Make sure that the package is published to internal repositories (Validated and/or Non-Validated repository).
Review and update installation instructions for the package if needed.
Verify if a new dev version (.9XXX) has been added to the NEWS.md file and DESCRIPTION file as a placeholder for release notes by automation.
Make sure internal documentation/documentation catalogs are up to date.
Notify the IDR team to start post-release/clean-up activities.
Blocked by
PRs
format_sigfig
, add functionality for multiple values #1067tabulate_rsp_subgroups
to pass sanitation checks #1056g_km
at risk annotation table #1065Issues
format_sigfig
causing trailing "." #1066g_km
#1064summarize_glm_count
#1058 (decision: to mute it, to be updated in the Docker image)tabulate_rsp_subgroups
to pass sanitation check #1038Pre-requisites
Revisit R-package's lifecycle badges (Optional).Not applicableCheck if a package is installable on our supported internal systems (Optional).Not applicableRelease Checklist
Recurring tasks: 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).Not applicableSanity checks for Shiny applications e.g. checking if Shiny apps are deployable and making sure there are no errors/warnings.Not applicableRemove the additional fields (Not applicableRemotes
and) from the DESCRIPTION file where applicable.Config/Needs/*
and after merging the PR, tag the update(s) as a release candidate v < intended release version > -rc < release candidate iteration > on the main branch. Note that tags are created in GitHub and synchronized with GitLab automatically.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).Not applicableTesting
Shiny apps test results - accepted (Applicable only for Shiny apps).Not applicableRelease Feedback
Post-release Checklist
Decision tree
Click here to see the release decision tree.
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