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2 changes: 1 addition & 1 deletion CODE_OF_CONDUCT.md
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# Conda Organization Code of Conduct

> [!NOTE]
> Below is the short version of our CoC, see the long version [here](https://github.com/conda-incubator/governance/blob/main/CODE_OF_CONDUCT.md).
> Below is the short version of our CoC, see the long version [here](https://github.com/conda/governance/blob/main/CODE_OF_CONDUCT.md).
# The Short Version

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78 changes: 38 additions & 40 deletions RELEASE.md
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<!-- These docs are updated and synced from https://github.com/conda/infra -->
<!-- edit this in [[ source.html_url ]] -->

<!-- (TODO: the first three links here should be updated with the `repo.url` syntax once it works!) -->
[epic template]: https://github.com/conda/conda/issues/new?assignees=&labels=epic&template=epic.yml
[compare]: https://github.com/conda/infrastructure/compare
[new release]: https://github.com/conda/infrastructure/releases/new
<!-- links -->
[epic template]: [[ repo.html_url ]]/issues/new?assignees=&labels=epic&template=epic.yml
[compare]: [[ repo.html_url ]]/compare
[new release]: [[ repo.html_url ]]/releases/new
[infrastructure]: https://github.com/conda/infrastructure
[rever docs]: https://regro.github.io/rever-docs
[release docs]: https://docs.github.com/en/repositories/releasing-projects-on-github/automatically-generated-release-notes
[merge conflicts]: https://docs.github.com/en/pull-requests/collaborating-with-pull-requests/addressing-merge-conflicts/about-merge-conflicts
[Anaconda Recipes]: https://github.com/AnacondaRecipes/conda-feedstock
[conda-forge]: https://github.com/conda-forge/conda-feedstock
[Anaconda Recipes]: https://github.com/AnacondaRecipes/[[ repo.name ]]-feedstock
[conda-forge]: https://github.com/conda-forge/[[ repo.name ]]-feedstock

# Release Process

> [!NOTE]
> Throughout this document are references to the version number as `YY.M.[$patch_number]`, this should be replaced with the correct version number. Do **not** prefix the version with a lowercase `v`.
> Throughout this document are references to the version number as `[[ placeholder ]].[$patch_number]`, this should be replaced with the correct version number. Do **not** prefix the version with a lowercase `v`.
## 1. Open the release issue and cut a release branch. (do this ~1 week prior to release)

> [!NOTE]
> The new release branch should adhere to the naming convention of `YY.M.x` (make sure to put the `.x` at the end!). In the case of patch/hotfix releases, however, do NOT cut a new release branch; instead, use the previously-cut release branch with the appropriate `YY.M.x` version numbers.
> The new release branch should adhere to the naming convention of `[[ placeholder ]].x` (make sure to put the `.x` at the end!). In the case of patch/hotfix releases, however, do NOT cut a new release branch; instead, use the previously-cut release branch with the appropriate `[[ placeholder ]].x` version numbers.
Use the issue template below to create the release issue. After creating the release issue, pin it for easy access.

Expand All @@ -30,26 +28,26 @@ Use the issue template below to create the release issue. After creating the rel
```markdown
### Summary

Placeholder for `{{ repo.name }} YY.M.x` release.
Placeholder for `[[ repo.name ]] [[ placeholder ]].x` release.

| Pilot | <pilot> |
|---|---|
| Co-pilot | <copilot> |

### Tasks

[milestone]: {{ repo.url }}/milestone/<milestone>
[process]: {{ repo.url }}/blob/main/RELEASE.md
[releases]: {{ repo.url }}/releases
[main]: https://github.com/AnacondaRecipes/{{ repo.name }}-feedstock
[conda-forge]: https://github.com/conda-forge/{{ repo.name }}-feedstock
[ReadTheDocs]: https://readthedocs.com/projects/continuumio-{{ repo.name }}/
[milestone]: [[ repo.html_url ]]/milestone/<milestone>
[process]: [[ repo.html_url ]]/blob/main/RELEASE.md
[releases]: [[ repo.html_url ]]/releases
[main]: https://github.com/AnacondaRecipes/[[ repo.name ]]-feedstock
[conda-forge]: https://github.com/conda-forge/[[ repo.name ]]-feedstock
[ReadTheDocs]: https://readthedocs.com/projects/continuumio-[[ repo.name ]]/

<details open> <!-- feel free to remove the open attribute once this section is completed -->
<summary><h4>The week before release week</h4></summary>

- [ ] Create release branch (named `YY.M.x`)
- [ ] Ensure release candidates are being successfully built (see `conda-canary/label/rc-{{ repo.name }}-YY.M.x`)
- [ ] Create release branch (named `[[ placeholder ]].x`)
- [ ] Ensure release candidates are being successfully built (see `conda-canary/label/rc-[[ repo.name ]]-[[ placeholder ]].x`)
- [ ] [Complete outstanding PRs][milestone]
- [ ] Test release candidates
<!-- indicate here who has signed off on testing -->
Expand All @@ -61,8 +59,8 @@ Placeholder for `{{ repo.name }} YY.M.x` release.

- [ ] Create release PR (see [release process][process])
- [ ] [Publish release][releases]
- [ ] Merge `YY.M.x` back into `main`
- [ ] Activate the `YY.M.x` branch on [ReadTheDocs][ReadTheDocs]
- [ ] Merge `[[ placeholder ]].x` back into `main`
- [ ] Activate the `[[ placeholder ]].x` branch on [ReadTheDocs][ReadTheDocs]
- [ ] Feedstocks
- [ ] Bump version & update dependencies/tests in [Anaconda, Inc.'s feedstock][main]
- [ ] Bump version & update dependencies/tests in [conda-forge feedstock][conda-forge]
Expand All @@ -89,12 +87,12 @@ If a patch release is necessary, reopen the original release issue and append th

```markdown
<details open> <!-- feel free to remove the open attribute once this section is completed -->
<summary><h4>Patch YY.M.N</h4></summary>
<summary><h4>Patch [[ placeholder ]].[$patch_number]</h4></summary>

- [ ] <!-- list issues & PRs that need to be resolved here -->
- [ ] Create release PR (see [release process][process])
- [ ] [Publish release][releases]
- [ ] Merge `YY.M.x` back into `main`
- [ ] Merge `[[ placeholder ]].x` back into `main`
- [ ] Feedstocks
- [ ] Bump version & update dependencies/tests in [Anaconda, Inc.'s feedstock][main]
- [ ] Bump version & update dependencies/tests in [conda-forge feedstock][conda-forge]
Expand All @@ -116,7 +114,7 @@ Let various interested parties know about the upcoming release; at minimum, cond

### Canary Builds for Manual Testing

Once the release PRs are filed, successful canary builds will be available on `https://anaconda.org/conda-canary/conda/files?channel=rc-{{ repo.name }}-YY.M.x` for manual testing.
Once the release PRs are filed, successful canary builds will be available on `https://anaconda.org/conda-canary/conda/files?channel=rc-[[ repo.name ]]-[[ placeholder ]].x` for manual testing.

> [!NOTE]
> You do not need to apply the `build::review` label for release PRs; every commit to the release branch builds and uploads canary builds to the respective `rc-` label.
Expand All @@ -141,21 +139,21 @@ Currently, there are only 2 activities we use rever for, (1) aggregating the aut
2. Clone and `cd` into the repository if you haven't done so already:
```bash
(rever) $ git clone [email protected]:{{ repo.user }}/{{ repo.name }}.git
(rever) $ git clone [email protected]:[[ repo.user ]]/[[ repo.name ]].git
(rever) $ cd conda
```
2. Fetch the latest changes from the remote and checkout the release branch created a week ago:
```bash
(rever) $ git fetch upstream
(rever) $ git checkout YY.M.x
(rever) $ git checkout [[ placeholder ]].x
```
2. Create a versioned branch, this is where rever will make its changes:
```bash
(rever) $ git checkout -b changelog-YY.M.[$patch_number]
(rever) $ git checkout -b changelog-[[ placeholder ]].[$patch_number]
```
2. Run `rever --activities authors <VERSION>`:
Expand Down Expand Up @@ -183,7 +181,7 @@ Currently, there are only 2 activities we use rever for, (1) aggregating the aut
- Here's a sample run where we undo the commit made by rever in order to commit the changes to `.authors.yml` separately:

```bash
(rever) $ rever --activities authors --force YY.M.[$patch_number]
(rever) $ rever --activities authors --force [[ placeholder ]].[$patch_number]
# changes were made to .authors.yml as per the prior bullet
(rever) $ git diff --name-only HEAD HEAD~1
Expand Down Expand Up @@ -312,8 +310,8 @@ Currently, there are only 2 activities we use rever for, (1) aggregating the aut
+ 86957814cf235879498ed7806029b8ff5f400034 Update .authors.yml
+ 3ec7491f2f58494a62f1491987d66f499f8113ad Update .mailmap
+ 432a9e1b41a3dec8f95a7556632f9a93fdf029fd Update news
+ a5c0db938893d2c12cab12a1f7eb3e646ed80373 Update authorship for YY.M.[$patch_number]
+ 5e95169d0df4bcdc2da9a6ba4a2561d90e49f75d Update CHANGELOG for YY.M.[$patch_number]
+ a5c0db938893d2c12cab12a1f7eb3e646ed80373 Update authorship for [[ placeholder ]].[$patch_number]
+ 5e95169d0df4bcdc2da9a6ba4a2561d90e49f75d Update CHANGELOG for [[ placeholder ]].[$patch_number]
```
7. Since rever does not include stats on first-time contributors, we will need to add this manually.
Expand All @@ -334,18 +332,18 @@ Currently, there are only 2 activities we use rever for, (1) aggregating the aut
+ 86957814cf235879498ed7806029b8ff5f400034 Update .authors.yml
+ 3ec7491f2f58494a62f1491987d66f499f8113ad Update .mailmap
+ 432a9e1b41a3dec8f95a7556632f9a93fdf029fd Update news
+ a5c0db938893d2c12cab12a1f7eb3e646ed80373 Update authorship for YY.M.[$patch_number]
+ 5e95169d0df4bcdc2da9a6ba4a2561d90e49f75d Update CHANGELOG for YY.M.[$patch_number]
+ a5c0db938893d2c12cab12a1f7eb3e646ed80373 Update authorship for [[ placeholder ]].[$patch_number]
+ 5e95169d0df4bcdc2da9a6ba4a2561d90e49f75d Update CHANGELOG for [[ placeholder ]].[$patch_number]
+ 93fdf029fd4cf235872c12cab12a1f7e8f95a755 Add first-time contributions
```
8. Push this versioned branch.
```bash
(rever) $ git push -u upstream changelog-YY.M.[$patch_number]
(rever) $ git push -u upstream changelog-[[ placeholder ]].[$patch_number]
```
9. Open the Release PR targing the `YY.M.x` branch.
9. Open the Release PR targing the `[[ placeholder ]].x` branch.
<details>
<summary>GitHub PR Template</summary>
Expand All @@ -369,8 +367,8 @@ Currently, there are only 2 activities we use rever for, (1) aggregating the aut
| Field | Value |
|---|---|
| Choose a tag | `YY.M.[$patch_number]` |
| Target | `YY.M.x` |
| Choose a tag | `[[ placeholder ]].[$patch_number]` |
| Target | `[[ placeholder ]].x` |
| Body | copy/paste blurb from `CHANGELOG.md` |
</details>
Expand All @@ -391,14 +389,14 @@ To publish the release, go to the project's release page (e.g., https://github.c
1. From the main "< > Code" page of the repository, select the drop down menu next to the `main` branch button and then select "View all branches" at the very bottom.
2. Find the applicable `YY.M.x` branch and click the "New pull request" button.
2. Find the applicable `[[ placeholder ]].x` branch and click the "New pull request" button.
3. "Base" should point to `main` while "Compare" should point to `YY.M.x`.
3. "Base" should point to `main` while "Compare" should point to `[[ placeholder ]].x`.
4. Ensure that all of the commits being pulled in look accurate, then select "Create pull request".
> [!NOTE]
> Make sure NOT to push the "Update Branch" button. If there are [merge conflicts][merge conflicts], create a temporary "connector branch" dedicated to fixing merge conflicts separately from the `YY.M.x` and `main` branches.
> Make sure NOT to push the "Update Branch" button. If there are [merge conflicts][merge conflicts], create a temporary "connector branch" dedicated to fixing merge conflicts separately from the `[[ placeholder ]].x` and `main` branches.
5. Review and merge the pull request the same as any code change pull request.
Expand All @@ -407,7 +405,7 @@ To publish the release, go to the project's release page (e.g., https://github.c
</details>
## 9. Open PRs to bump [Anaconda Recipes][Anaconda Recipes] and [conda-forge][conda-forge] feedstocks to use `YY.M.[$patch_number]`.
## 9. Open PRs to bump [Anaconda Recipes][Anaconda Recipes] and [conda-forge][conda-forge] feedstocks to use `[[ placeholder ]].[$patch_number]`.
> [!NOTE]
> Conda-forge's PRs will be auto-created via the `regro-cf-autotick-bot`. Follow the instructions below if any changes need to be made to the recipe that were not automatically added (these instructions are only necessary for anyone who is _not_ a conda-forge feedstock maintainer, since maintainers can push changes directly to the autotick branch):
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# edit this in [[ source.html_url ]]

$ACTIVITIES = ["authors", "changelog"]

# Basic settings
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