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how to write release note snippets #9264
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sbondka committed Jan 8, 2024
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10 changes: 6 additions & 4 deletions doc/sphinx-guides/source/developers/making-releases.rst
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Expand Up @@ -14,16 +14,18 @@ See :doc:`version-control` for background on our branching strategy.

The steps below describe making both regular releases and hotfix releases.

.. _write-release-notes:

Write Release Notes
-------------------

Developers express the need for an addition to release notes by creating a file in ``/doc/release-notes`` containing the name of the issue they're working on. The name of the branch could be used for the filename with ".md" appended (release notes are written in Markdown) such as ``5053-apis-custom-homepage.md``.
Developers express the need for an addition to release notes by creating a "release note snippet" in ``/doc/release-notes`` containing the name of the issue they're working on. The name of the branch could be used for the filename with ".md" appended (release notes are written in Markdown) such as ``5053-apis-custom-homepage.md``. See :ref:`writing-release-note-snippets` for how this is described for contributors.

The task at or near release time is to collect these notes into a single doc.
The task at or near release time is to collect these snippets into a single file.

- Create an issue in GitHub to track the work of creating release notes for the upcoming release.
- Create a branch, add a .md file for the release (ex. 5.10.1 Release Notes) in ``/doc/release-notes`` and write the release notes, making sure to pull content from the issue-specific release notes mentioned above.
- Delete the previously-created, issue-specific release notes as the content is added to the main release notes file.
- Create a branch, add a .md file for the release (ex. 5.10.1 Release Notes) in ``/doc/release-notes`` and write the release notes, making sure to pull content from the release note snippets mentioned above.
- Delete the release note snippets as the content is added to the main release notes file.
- Include instructions to describe the steps required to upgrade the application from the previous version. These must be customized for release numbers and special circumstances such as changes to metadata blocks and infrastructure.
- Take the release notes .md through the regular Code Review and QA process.

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54 changes: 48 additions & 6 deletions doc/sphinx-guides/source/developers/version-control.rst
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Expand Up @@ -65,23 +65,65 @@ The example of creating a pull request below has to do with fixing an important
Find or Create a GitHub Issue
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Issue is a bug (unexpected behavior) or a new feature in Dataverse, to know how to find or create an issue in dataverse please see https://github.com/IQSS/dataverse/blob/develop/CONTRIBUTING.md
An issue represents a bug (unexpected behavior) or a new feature in Dataverse. We'll use the issue number in the branch we create for our pull request.

For guidance on which issue to work on, please ask! with email to support@dataverse.org
Finding GitHub Issues to Work On
********************************

Let's say you want to tackle https://github.com/IQSS/dataverse/issues/3728 which points out a typo in a page of the Dataverse Software's documentation.
Assuming this is your first contribution to Dataverse, you should start with something small. The following issue labels might be helpful in your search:

- `good first issue <https://github.com/IQSS/dataverse/labels/good%20first%20issue>`_ (these appear at https://github.com/IQSS/dataverse/contribute )
- `hacktoberfest <https://github.com/IQSS/dataverse/labels/hacktoberfest>`_
- `Help Wanted: Code <https://github.com/IQSS/dataverse/labels/Help%20Wanted%3A%20Code>`_
- `Help Wanted: Documentation <https://github.com/IQSS/dataverse/labels/Help%20Wanted%3A%20Documentation>`_

For guidance on which issue to work on, please ask! :ref:`getting-help-developers` explains how to get in touch.

Creating GitHub Issues to Work On
*********************************

You are very welcome to create a GitHub issue to work on. However, for significant changes, please reach out (see :ref:`getting-help-developers`) to make sure the team and community agree with the proposed change.

For small changes and especially typo fixes, please don't worry about reaching out first.

Communicate Which Issue You Are Working On
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

In the issue you can simply leave a comment to say you're working on it.

If you tell us your GitHub username we are happy to add you to the "read only" team at https://github.com/orgs/IQSS/teams/dataverse-readonly/members so that we can assign the issue to you while you're working on it. You can also tell us if you'd like to be added to the `Dataverse Community Contributors spreadsheet <https://docs.google.com/spreadsheets/d/1o9DD-MQ0WkrYaEFTD5rF_NtyL8aUISgURsAXSL7Budk/edit?usp=sharing>`_.

Create a New Branch off the develop Branch
Create a New Branch Off the develop Branch
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Always create your feature branch from the latest code in develop, pulling the latest code if necessary. As mentioned above, your branch should have a name like "3728-doc-apipolicy-fix" that starts with the issue number you are addressing, and ends with a short, descriptive name. Dashes ("-") and underscores ("_") in your branch name are ok, but please try to avoid other special characters such as ampersands ("&") that have special meaning in Unix shells.
Always create your feature branch from the latest code in develop, pulling the latest code if necessary. As mentioned above, your branch should have a name like "3728-doc-apipolicy-fix" that starts with the issue number you are addressing (e.g. `#3728 <https://github.com/IQSS/dataverse/issues/3728>`_) and ends with a short, descriptive name. Dashes ("-") and underscores ("_") in your branch name are ok, but please try to avoid other special characters such as ampersands ("&") that have special meaning in Unix shells.

Commit Your Change to Your New Branch
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Making a commit (or several commits) to that branch, enter a description of the changes you have made. Ideally the first line of your commit message includes the number of the issue you are addressing, such as ``Fixed BlockedApiPolicy #3728``.
For each commit to that branch, try to include the issue number along with a summary in the first line of the commit message, such as ``Fixed BlockedApiPolicy #3728``. You are welcome to write longer descriptions in the body as well!

.. _writing-release-note-snippets:

Writing a Release Note Snippet
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

We highly value your insight as a contributor when in comes to describing your work in our release notes. Not every pull request will be mentioned in release notes but most are.

As described at :ref:`write-release-notes`, at release time we compile together release note "snippets" into the final release notes.

Here's how to add a release note snippet to your pull request:

- Create a Markdown file under ``doc/release-notes``. You can reuse the name of your branch and append ".md" to it, e.g. ``3728-doc-apipolicy-fix.md``
- Edit the snippet to include anything you think should be mentioned in the release notes, such as:

- Descriptions of new features
- Explanations of bugs fixed
- New configuration settings
- Upgrade instructions
- Etc.

Release note snippets do not need to be long. For a new feature, a single line description might be enough. Please note that your release note will likely be edited (expanded or shortened) when the final release notes are being created.

Push Your Branch to GitHub
~~~~~~~~~~~~~~~~~~~~~~~~~~
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