Revision as of 03:37, 20 December 2021

Each GnuCash release involves a number of steps for the release manager. This page is intended to gather these steps for the program, while the Documentation Release Process is separated.

Commit Policy

Check Git#Branching and Merging. You'll need write access to https://github.com/flathub/org.gnucash.GnuCash/. Ask https://github.com/orgs/flathub/people.

Release Process

Notes

• Where relevant, the process below assumes that the primary git repository is configured as a remote called "upstream". If you have configured it under another name, please adapt the commands below accordingly.

GnuCash Bundle Dependencies

The Flatpak, macOS, and Windows "all-in-one" packages include all of the libraries and auxiliary programs GnuCash needs. Most of these are handled by package managers, see the respective repositories, but there are a few packages that are sufficiently unique to GnuCash that we need to manage them as part of the release process.

Check Dependency Sources. Detailed instructions are in Dependency Updates.

Source preparation

• Check out Git branch you wish to release, master or maint. For example

  git checkout master
  git pull --rebase
  

• If you are about to release from master you should verify that master is a superset of maint. You can do this by running the following command

  git log master..maint
  

  This command should not list any commits. If it does, checkout master and merge maint into it

  git checkout master
  git merge maint
  

• Check the pull requests on Github for any open translation pull requests from Weblate. Merge any that you find.

  Note

  The same check should be performed when releasing from maint and there is an older maint-X.Y branch on which commits still happen.

• Verify that current branch can build a distribution tarball, compile, and test it fine:

  cd .build
  cmake ..
  make
  make distcheck
  

In this step, some files might have been changed such as POTFILES.in, which can then be committed before actually incrementing the version number. However, some of the test data files might also have been changed due to "make check", but those changes should not be committed.

• Update the version number of the project(gnucash VERSION)
  • in the root CMakeLists.txt
  • and on major releases in README Line 4.
• Run

  util/git-release-notes.pl > release.News
  

  to extract the bugs fixed and other changes. There are plain text and HTML sections for the NEWS file and for the web page, Github, and email announcements. The bug list can be copied in to each as-is, the other section should be copied and then edited to leave only changes that impact users or contributors. Translation updates should be removed and the languages updated listed separately.
• If this is the first release of a calendar year:
  • Run make, which should update the ChangeLog file now.
  • If you are building out of tree, copy the updated ChangeLog from your build directory to your source directory.
  • Rename ChangeLog to ChangeLog.YYYY with YYYY being the previous year.
  • In the root CMakeLists.txt:
    • Add ChangeLog.YYYY to the gnucash_DOCS variable,
    • Find the rule to generate the ChangeLog, update the "--since" parameter to the start of the current year.
  • Add the new ChangeLog.YYYY to git.
• Commit changes to NEWS to the git repository.
• Push all your changes to upstream:

  git push upstream maint:maint
  

• Tag the new release.

For example:

git tag -am "Tag 3.4" 3.4

Don't push the tag yet! Releases should be atomic, so proceed to building the tarballs and distribution bundles and preparing the release notes and announcements. Push the tag immediately before publishing the release. If for any reason while building tarballs you discover a problem that needs fixing, or if someone pushes a commit that you want to add to the release, you can simply re-tag the release (git tag -afm "Tag 3.4" 3.4) to the latest commit and make new tarballs and bundles, but you can do that only if you haven't pushed the tag.

Source tarballs

• Checkout the release tag from git. Either clone or clean your git repo here to avoid packaging unreleased changes ! For example:

 git clone <your-local-up-to-date-git-repo> gnucash-3.0
 cd gnucash-3.0
 git checkout 3.0

or, while inside your local repo

 git clean -fdx

Warning: As Eclipse user do not use the -x flag or all project information will be lost. Or add -e /.project -e /.cproject -e /.autotools -e /.settings/

• Now run

 mkdir .build && cd .build
 cmake ..
 ninja && ninja distcheck

This should generate two tarballs, one bzip2 compressed and one gzip compressed. Using ninja distcheck performs several checks on the distribution before making the tarballs, then decompresses one of them, builds it, and runs ninja check on the results which ensures that everything is properly packaged for distribution. If you used your regular repo you'll want to clean it again after uploading the tarballs.

Documentation

Now make a documentation release using the same version number as you set above for GnuCash. See Documentation Release Process for the procedure.

Windows Executable

The creation of the tag in the first section will automatically trigger the build for the Windows Executable in the next nightly build. The resulting executable can be downloaded the day after from http://code.gnucash.org/builds/win32.

Perl version

Check http://strawberryperl.com/ for the recommended version and update strVersion in extra_dist/getperl.vbs.

From PR#15

Innosetup version

Check http://www.jrsoftware.org/isdl.php for updates.

• Can we drop custom language files, because they have become official?
• Are there updates for unofficial translations?

MacOS Executable

This package is usually created by John Ralls using this procedure .

Sourceforge file uploads

All the above build targets should be uploaded to Source Forge.

1. Make SHA256 digests of the two tarballs and the three installer packages, e.g.

   sha256sum gnucash-*.tar.* > README.sha
   sha256sum Gnucash*.dmg >> README.sha
   sha256sum gnucash*.setup.exe >> README.sha
   

2. Log in on the [Source Forge GnuCash website]
   1. Go to the Project Admin -> File Manager section
   2. Create a new directory for the release, either under
      • gnucash (stable) or
      • gnucash (unstable).

      Mark it staged in

      • either the creation
      • or the info dialog.
   3. Upload the files created above to this directory.
   4. If this release is the latest stable release, edit each file's metadata by clicking on the 'i' button. For each file indicate for which platforms the file is intended (.exe file on Windows, .dmg file on Mac OS X, source tarball on all other targets). Sourceforge will use this additional information to present a direct download link to the latest release on the user's native platform.
   5. When everything is ready, open the info dialog for the containing directory and clear the staged check-box. Note that if the release runs into problems that take more than 3 days you may need to renew the "staged" flag.

Flathub package

Preparation

You will need push privileges on code.gnucash.org and https://github.com/flathub/org.gnucash.Gnucash. The latter must be requested from the flathub admins and requires that you have a Github userid with a public key installed.

1. Create a container directory, e.g. gnucash-flatpak with two subdirectories, build and source.
2. Change to the src directory and clone four repositories:
   • ssh:code.gnucash.org/gnucash-on-flatpak If you prefer you can clone https://github.com/gnucash/gnucash-on-flatpak and set up the ssh URL as a second remote in that repository.
   • https://github.com/gnucash/gnucash
   • https://github.com/gnucash/gnucash-docs
   • git@github.com:flathub/org.gnucash.Gnucash.
3. Follow https://github.com/Gnucash/gnucash-on-flatpak/blob/master/README.md to set up a gnucash-on-flatpak build environment.

Once this is setup it does not need to be repeated.

Build a test release from gnucash-on-flatpak

1. Checkout the branch for the release type: For stable releases use the master branch; for unstable releases use the unstable branch.
2. Update the repo to the latest commit: git pull --rebase
3. Change directories to the ../../build.
4. Run

   build_package.sh -r{{Version}} -c{{Version}} -d{{Version}} 
   

   changing the version number to the one you want to release.

   • The -r parameter stands for revision. It's the primary parameter to tell the build script what to build and can be any single git revision specifier, like a branch, commit hash or tag. In the context of a release, only the tag format should be used. That will trigger a different build procedure than a branch or commit hash: in that case the build procedure will download tarballs from sourceforge for the flatpak generation instead of cloning git repositories.
   • The parameters -c and -d also only make sense for release builds and are only required when the tags for code and documentation differ from the sourceforge file directory. In that case set -r to whatever the sourceforge directory name is for the release tarballs (for example 3.8), -c to the code tag to use (for example 3.8b) and -d to the documentation tag to use (for example 3.8). You can omit -c or -d if they are the same as -r, but always specify at least -r (as that will otherwise default to maint resulting in a development build or a tarball not found error).
5. Make sure that the build completes satisfactorily. If it doesn't you'll have to troubleshoot the problem and fix it before continuing. Don't forget to commit and push any changes and to retag if necessary.
6. build_package.sh will generate/update 3 files in the base directory of the gnucash-on-flatpak repository:

   gnucash-source.json
   gnucash-docs-source.json
   gnucash-extra-modules.json
   

Package the Release on Flathub

1. Change directory to ../src/org.gnucash.Gnucash and pull to ensure your repo is up to date.
2. Checkout the branch corresponding to the release type. As in gnucash-on-flatpak for stable releases use the master branch. For unstable releases use the beta branch.
3. Copy all modules, patches, and org.gnucash.Gnucash.json from gnucash-on-flatpak:
   

   cp ../gnucash-on-flatpak/modules/*.json modules/
   cp ../gnucash-on-flatpak/patches/*.patch patches/
   cp ../gnucash-on-flatpak/org.gnucash.GnuCash .
   

4. Copy the files created by build_package.sh and commit:

   cp ../gnucash-on-flatpak/gnucash-source.json .
   cp ../gnucash-on-flatpak/gnucash-docs-source.json
   cp ../gnucash-on-flatpak/gnucash-extra-modules.json
   git commit -am "Update to upstream X.Y"
   

5. Find the most recent tag:

   git tag | tail -n 1
   

6. Run command

   git log --date=short --format="<li>%ad - %s (%an)</li>" <tag>..HEAD
   

   where <tag> is the tag from the previous step.
7. Use the result of this command to update gnucash.releases.xml. Add lines for new builds, start over at each new release. It tracks changes made to the flatpak that are outside of the gnucash release cadence (like rebuilding with a newer aqbanking version).
8. Open org.gnucash.Gnucash in your favorite editor, find the modules section, and under config.opts add

   "-DGNUCASH_BUILD_ID='Flathub X.Y-Z'"
   

9. Commit these changes, tag them, and push:

   git commit -am "Package gnucash X.Y-Z"
   git tag -am "Package gnucash X.Y-Z" X.Y-Z
   git push origin <branch>
   

   where <branch> is the one checked out in the first step.
10. Check the flathub build process at
    • Stable releases: https://flathub.org/builds/#/apps/org.gnucash.GnuCash
    • Unstable releases: https://flathub.org/builds/#/apps/org.gnucash.GnuCash~2Fbeta

Click the flashing yellow label to see the build details. If the build fails a step but proceeds to another, stop it (see below). Even if the build step is successful the product will be deleted, not installed; likewise if one architecture build fails and the other succeeds the build result will be discarded.

In the event of a failure determine the cause. If it's a transient failure like a failed download you can restart the build without any changes in the repository. If the build fails because of a problem in one of the module files or a compilation error you'll need to fix it and make a new tag by incrementing the Z value and pushing the fixed branch to flathub. Be sure to make any changes in gnucash-on-flatpak and copy them to org.gnucash.GnuCash; we want the descriptive commit messages in the former. To stop and restart jobs you must first log in: Click the Anonymous label in the upper right corner of the flathub webpage and select "Login with Github" and login with your Github credentials.

If a build is running you'll find a button that says Stop just to the left of your name. It does just that. Once a job is stopped or has failed the button will say Restart. If the build failed for a transient reason then you can click that when the failure has been resolved. That 'queues' a new job; it may take a while for it to start. Meanwhile it will display the default parameters for the job with a Cancel button replacing the Restart button. When the job starts it will display a new build page.

Build Numbering

We've used the notation X.Y-Z in several places above. X and Y are the release major and minor version, Z is the flathub build number in a release. We don't use one for the first build of a release; that will use just X.Y. Z comes from running

 git describe --match X.Y

and discarding the commit hash; that means that Z may not be sequential with the previous one, as there may be more than one commit between builds.

Git housekeeping after a release

All releases

If any changes were committed during the release steps above, merge these upwards to the other upstream branches. For example if you committed something to maint, merge maint into master:

 git checkout master
 git merge maint

Expect merge conflicts here for the changed version number and the different documentation links in README. This is normal and the conflict should be resolved by keeping the version number in master. There may be other merge conflicts. Evaluate them and fix them accordingly.

If the release was from an older maint-X.Y branch, merge these changes into maint and then merge maint into master. Expect the same version number conflict during the merges.

A major release

A major release is the first release to bring new development features to the users. This is shown by a jump in the version number (for example from 2.6.x to 2.8.0), and signifies the start of a new major development cycle.

This means the branches in our repository have to be reshuffled. The release is done from a commit on the master branch. This commit should now become the HEAD commit for the maint branch because maintenance should now happen from there on. At the same time it may be necessary to keep up maintenance to the previous major series, so this should now get its own branch.

In git:

 git branch maint-X.Y maint # for example git branch maint-2.6 maint
 git checkout maint
 git merge --ff-only master

The first command creates a maintenance branch for the old stable release series. The subsequent commands move maint to where master is now. If the latter command fails there are commits on the maint branch that didn't get merged into master. This should not happen if the earlier steps were followed to verify master is a superset of maint.

GnuCash Website

Note that gnucash-htdocs is a pure git repository. In order to update the website you will hence have to follow the instructions on our Git wiki page to prepare a local gnucash-htdocs repository with commit access to the primary repository on code.gnucash.org. Be sure to follow the committer instructions for pure git repositories on that page !

Adding the announcement text

1. Checkout the master branch and make sure it's up to date

   cd gnucash-htdocs.git
   git checkout master
   git pull upstream
   

2. Go to the news files

   cd news
   

3. Copy the last release newsfile. The filename format is usually YYMMDD-<releasenumber>.news. For example:

   cd gnucash-htdocs.git
   cp 130430-2.5.1.news 130527-2.5.2.news
   

4. Replace the old release numbers in this file. Note that release announcements usually contain two release numbers: the current release and the previous release. Both of them should obviously be replaced. The order to execute the following commands is important! For example:

    sed -i -e 's/2.5.1/2.5.2/g' 130527-2.5.2.news
    sed -i -e 's/2.5.0/2.5.1/g' 130527-2.5.2.news
   

5. Open the new file in your favorite editor. Using the NEWS files you created for GnuCash and GnuCash Documentation as a basis, revise the announcement to reflect the changes in this new release. Check for
   • Announce of Feature/String Freeze for the next release

   This will help to polish the GUI and review for I18N issues.

   • Declare start/continuation of Feature/String Freeze for this release

   This will give translators time to complete.

6. Tidy the file.
7. Add the new file to revision control

   git add 130527-2.5.2.news
   

Updating the release number for the download pointers

After processing #New Major Release, the release number should be added to the website configuration script. This ensures all download links are appropriately updated.

• Edit the file gnucash-htdocs/externals/global_params.php. The first few lines in this script set various release numbers: latest_stable, latest_unstable and variants thereof on Windows and MacOS. Adapt these parameters as needed.

First Release of the Year

Update the copyright end date in externals/footer.html.

New Major Release

download.phtml

Copy "Last version for <OS><Version>" elements from <div id="previous" …> to <div id="historical" …> and replace there then "$old_stable*" by "$last_*" variables. On demand create them in externals/global_params.php.

docs.phtml

needs a new section in $older<n> as long as we do not convert it in a loop with version dependend LANGs.

viewdoc.phtml

needs adjustemt in

# Parse requested version

robots.txt

Disallow: /docs/v<ancestor(5)> /

Commit the changes.

Finally, all these changes to the website should be committed. From the base directory:

git add <changed-files>
git commit -m "Update to release x.y.z"
git push upstream master:master

The last command will take care of updating the live website.

GitHub

Set up a new release on GitHub:

1. Go to The GnuCash releases page and press the "Create New Release" button.
2. Enter the release tag in the tag box. It should already exist.
3. Type the title "GnuCash <releasenumber>" into the title box, substituting the correct release version.
4. Copy the release news file from "The GnuCash Development Team proudly announces" through the Documentation section and paste it into the "write" box. Use the Preview tab to check the result.
5. Drag or select the Mac and Windows installers into the binaries box.
6. Click the Publish Release button when everything is ready.

N.B.: This may not work on some browsers or with certain security features (NoScript is a suspect). If it fails to upload the files try a different browser.

GnuCash Wiki

Update Release Version

Since 2018-04 we use Templates to maintain the versions. The previous manually updated pages are only mentioned for cross checking:

New Packages

• MacOS/Quartz#Downloads

New Minor Stable Release

• QA/BugzillaAdministration#When_closing_an_old_bug_as_OBSOLETE

New Beta Release

Note

Currently it is unused.

Fixme

Will it be sufficient or should we have current and next?

New Major Release

Tip

To find all appearances, in a template see What links here(?).

Policy Change

This are constants until we change the policy of versioning.

Release Schedule

Add the actual release date to Release Schedule.

Translation Status

If the branch for translations switches, adjust Translation Status.

Mailing list announcement

Send the same announcement to the following lists:

• gnucash-user@gnucash.org
• BCC gnucash-devel@gnucash.org
• BCC gnucash-announce@gnucash.org

Question

Should we BCC also the user lists in other languages?

To do so, you have to be subscribed to the mailing lists. Then I found it easiest to copy the release announcement from my web browser into a new mail message (Kmail). In kmail this converts the html in a reasonably clean plain-text message. Some further minor cleanup may be necessary. This works in Apple Mail as well.

The bit at the bottom about downloading from Sourceforge loses the links, so replace it with: "The latest binaries and tarballs can always be downloaded from the upper right corner of http://www.gnucash.org."

The BCCs are to prevent reply-alls from being copied to those lists, though they cause the email to get held for moderation.

IRC

Update the topic of irc://irc.gnome.org/gnucash: /TOPIC #gnucash Free GPL Personal and Small Business Accounting || Please don't ask to ask, just ask and wait! (Possibly a few hours!!) || publicly-logged channel || latest stable: <version> || www.gnucash.org

Bugzilla

After logging in

• Add the new version number and eventually
• add the next milestone

for at least Gnucash and Documentation.

Promotion

Verify

• http://freshcode.club/projects/gnucash gets updated or adjust it. The autoupdate section is in the lower part of http://freshcode.club/submit/gnucash. It is also mirrored as https://freshfoss.com/projects/gnucash.

• https://www.facebook.com/Gnucash: CMarci once had set it up.

New Major/Minor Version

The culmination of each development cycle is the release of a new series with a new minor, and perhaps a new major, version number. Preparation for this release is typically a six-month alpha/beta release project with some special milestones.

Version Numbers

GnuCash uses a two-part version numbering system because the Major numbers in the three part system changed so rarely as to be useless. The major number will increment with "major" releases, those which include significant new features or incompatible changes. We expect to do major releases every 2-3 years. In between, minor releases will contain bug fixes and minor new features; database schema and exposed API will not change. Unstable releases will use minor numbers beginning with 900.

Before the release of GnuCash 3.0, we used a three-part version number: Major, Minor, and Micro. Major version numbers were changed rarely and only after major architectural changes to GnuCash. Minor versions were changed when preparing a new stable series from the development, or master, branch. Unstable releases were given an odd minor version, stable releases an even minor version number. Micro version numbers were assigned sequentially to each release in a series.

Freezes

In order to allow time for thorough testing and localization, it's important to set aside some development activities during the run up to a stable release. The dates that those activities stop are traditionally called freezes.

Feature Freeze

No new features or significant architectural changes should be committed after this date to ensure that there's adequate time for the more adventurous users who act as our testers to try everything out and provide feedback.

String Freeze

No new user-visible strings should be added after this date in order to allow translators time to finish their work by the final release date. We will typically freeze 2 weeks in advance of a minor release and 4 weeks in advance of a major release.

Suggestion

For major releases announce the string freeze one release in advance. This would allow some GUI cleanup, check for I18n issues, join similar strings ...

Code Freeze

Slightly misnamed, this means that only code fixing critical bugs and of limited scope, so that it's unlikely to cause regressions in other parts of the program, should be committed.

Release Schedule and Milestones

• Monthly test releases should begin 6 months before the target release date.
• The team should determine dates for feature and string freeze, and publish them on the Release Schedule.
• After Code Freeze test release frequency should increase to weekly. The announcements for these releases should inform testers that they are release candidates.