Making a Pootle Release

These instructions are the guidelines for anyone making a Pootle commit.

Summary

  1. git clone git@github.com:translate/pootle.git pootle-release
  2. Create release notes
  3. Adjust the roadmap
  4. Up version number
  5. Update translations
  6. make build
  7. Test install and other tests
  8. Tag the release
  9. Publish on PyPI
  10. Upload to Sourceforge
  11. Add product version to Bugzilla
  12. Release documentation
  13. Update translate website
  14. Update Pootle dashboard
  15. Unstage sourceforge
  16. Announce to the world
  17. Cleanup

Other possible steps

We need to check and document these if needed:

  • Pre-release checks
  • Build docs: we need to check if we need to build the docs for the release tarball.
  • Change URLs to point to the correct docs: do we want to change URLs to point to the $version docs rather then ‘latest’?
  • Building on Windows, building for other Linux distros. We have produced
  • Communicating to upstream packagers

Pre-release instructions

Upload and announce translations

We need to give localizers enough time to localize Pootle. They need time to do the actual translation and to feedback on any errors that they might encounter.

To make a new template:

make pot

And upload the templates to Pootle for translation. Update current translations against templates either on Pootle or in code and commits these updated files to Git.

Announce the new translations using these two channels:

  1. The News tab on Pootle – for those not on any mailing list
  2. The translate-pootle and translate-devel mailing lists – for those who might miss the news.

String freeze

We want to give a string freeze at least 2-4 weeks before a release. Announce that on the mailing lists.

If we do have a string freeze break then announce those to people.

A string freeze would normally run between an RC1 and a released version.

Detailed release instructions

Get a clean checkout and new virtualenv

We work from a clean checkout to ensure that everything you are adding to the build is what is in VC and doesn’t contain any of your uncommitted changes. It also ensure that someone else could relicate your process.

git clone git@github.com:translate/pootle.git pootle-release
mkvirtualenv pootle-release
pip install -r requirements/build.txt

Create release notes

The release notes will be used in these places:

  • Pootle website – download page (used in gh-pages)
  • Sourceforge download – README.rst (used to give user info)
  • Email announcements – text version

We create our release notes in reStructured Text, since we use that elsewhere and since it can be rendered well in some of our key sites.

First we need to create a log of changes in Pootle, which is done generically like this:

git log $version-1..HEAD > docs/release/$version.rst

Or a more specific example:

git log 2.5.0..HEAD > docs/releases/2.5.1.rst

Edit this new file. You can use the commits as a guide to build up the release notes. You should remove all log messages before the release.

Note

Since the release notes will be used in places that allow linking we use links within the notes. These should link back to products websites (Virtaal, Pootle, etc), references to Translate and possibly bug numbers, etc.

Read for grammar and spelling errors.

Note

When writing the notes please remember:

  1. The voice is active. ‘Translate has released a new version of the toolkit’, not ‘A new version of the toolkit was released by Translate’.
  2. The connection to the users is human not distant.
  3. We speak in familiar terms e.g. “I know you’ve been waiting for this release” instead of formal.

We create a list of contributors using this command:

git log 2.5.0..HEAD --format='%aN, ' | awk '{arr[$0]++} END{for (i in arr){print arr[i], i;}}' | sort -rn | cut -d\  -f2-

Adjust the roadmap

The roadmap file needs to be updated. Remove things that are part of this release. Adjust any version numbering if for example we’re moving to Django 1.6 we need to change the proposed release numbers.

Look at the actual roamap commitments and change if needed. These will remain during the lifetime of this version so it is good to adjust them before we branch.

Up version numbers

Update the version number in:

  • pootle/__version__.py
  • docs/conf.py

In __version__.py, bump the build number if anybody used the toolkit with the previous number, and there have been any changes to code touching stats or quality checks. An increased build number will force a toolkit user, like Pootle, to regenerate the stats and checks.

For conf.py change version and release

Note

FIXME – We might want to automate the version and release info so that we can update it in one place.

The version string should follow the pattern:

$MAJOR-$MINOR-$MICRO[-$EXTRA]

E.g.

1.10.0
0.9.1-rc1

$EXTRA is optional but all the three others are required. The first release of a $MINOR version will always have a $MICRO of .0. So 1.10.0 and never just 1.10.

Update requirements versions

Update the minimum version number for the requirements in:

  • requirements/
  • pootle/depcheck.py

Update the requirements files:

make requirements

Note

I’m still not 100% why or if we need these, but until we work it out lets make sure we ship with correct files.

Update translations

Update the translations from the Pootle server

  1. Download all translations:

    $ make get-translations
    
  2. Update pootle/locale/LINGUAS to list the languages we would like to ship. While we package all PO files, this is an indication of which ones we want packagers to use. The requirement is roughly 80% translated with no obvious variable errors. Languages with a small userbase can be included.

    $ make linguas
    

    Check the output and make any adjustments such as adding back languages that don’t quite make the target but you wish to ship.

  3. Build translations to check for errors:

    $ make mo # Build all LINGUAS enabled languages
    

Build the package

Building is the first step to testing that things work. From your clean checkout run:

make mo-all # if we are shipping an pre-release
make build

This will create a tarball in dist/ which you can use for further testing.

Note

We use a clean checkout just to make sure that no inadvertant changes make it into the release.

Test install and other tests

The easiest way to test is in a virtualenv. You can install the new toolkit using:

mkvirtualenv pootle-testing
pip install path/to/dist/Pootle-$version.tar.bz2

This will allow you test installation of the software.

You can then proceed with other tests such as checking:

  1. Quick installation check:

    pootle init
    pootle setup
    pootle start
    # browse to localhost:8000
    
  2. Documentation is available

  3. Installation documention is correct

  4. Meta information about the package is correct. See pypi section of reviewing meta data.

To cleanup:

deactivate
rmvirtualenv pootle-testing

Tag the release

You should only tag once you are happy with your release as there are some things that we can’t undo.

git tag -a 2.5.0 -m "Tag version 2.5.0"
git push --tags

If this is the final release then there should be a stable branch e.g. stable/2.5.0, so create one if it does not already exist.

Publish on PyPI

Publish the package on the Python Package Index (PyPI)

Note

You need a username and password on https://pypi.python.org and have rights to the project before you can proceed with this step.

These can be stored in $HOME/.pypirc and will contain your username and password. A first run of ./setup.py register will create such a file. It will also actually publish the meta-data so only do it when you are actually ready.

Review the meta data. This is stored in setup.py, use ./setup.py --help to se some options to display meta-data. The actual long description is taken from /README.rst.

To test before publishing run:

make test-publish-pypi

Then to actually publish:

make publish-pypi

Copy files to sourceforge

Publishing files to the Translate Sourceforge project.

Note

You need to have release permissions on sourceforge to perform this step.

You will need:

  • Tarball of the release
  • Release notes in reStructured Text
  1. Create a new folder in the Pootle Sourceforge release folder using the ‘Add Folder’ button. The folder name must be the same as the release name e.g. 2.5.0-rc1. Mark this as being for staging for the moment.
  2. make publish-sourceforge will give you the command to upload your tarball and README.rst.
    1. Upload tarball for release.
    2. Upload release notes as README.rst.
    3. Click on the info icon for README.rst and tick “Exclude Stats” to exlude the README from stats counting.
  3. Check README.rst. Since this is generated on Sourceforge, without reference to the docs folder, some of the links will be broken.
    1. Check all links
    2. If broken links exist then download README.rst from Sourceforge, make changes and upload your adjusted version. Don’t change the version in releases/ as we want that to continue to work correctly.
  4. Final checks:
    1. Check that the README.rst for the parent Pootle folder is still appropriate, this text is the text from /README.rst.
    2. Check all the links in README.rst files for existing releases, new release and the parent folders.

Add product version to Bugzilla

We need to allow users to report issues against the released version.

  1. In Administration->Products add a product version.
  2. Review existing versions that are available and disable older version from accepting bug reports.

Release documentation

We need a tagged release or branch before we can do this. The docs are published on Read The Docs.

Use the admin pages to flag a version that should be published. When we have branched the stable release we use the branch rather then the tag i.e. stable/2.5.0 rather than 2.5.0 as that allows any fixes of documentation for the 2.5.0 release to be immediately available.

Change all references to docs in the Pootle code to point to the branched version as apposed to the latest version.

Update Pootle website

We use github pages for the website. First we need to checkout the pages:

git checkout gh-pages
  1. In _posts/ add a new release posting. This is in Markdown format (for now), so we need to change the release notes .rst to .md, which mostly means changing URL links from ‘`xxx <link>`_‘ to [xxx](link).
  2. Change $version as needed. See download.html, _config.yml and git grep $old_release
  3. git commit and git push – changes are quite quick so easy to review.

Note

FIXME it would be great if gh-pages accepted .rst, maybe it can if we prerender just that page?

Update Pootle dashboard

The dashboard used in Pootle’s dashboard is updated in its own project:

  1. git clone git@github.com:translate/pootle-dashboard.git
  2. Edit index.html to contain the latest release info
  3. Add the same info in alerts.xml pointing to the release in RTD release/$version.html

Do a git pull on the server to get the latest changes from the repo.

Unstage on sourceforge

If you have created a staged release folder, then unstage it now.

Announce to the world

Let people know that there is a new version:

  1. Announce on mailing lists: Send the announcement to the translate-announce mailing lists on translate-announce@lists.sourceforge.net translate-pootle@lists.sourceforge.net
  2. Adjust the #pootle channel notice. Use /topic to change the topic.
  3. Email important users
  4. Tweet about it

Cleanup

Some possible cleanup tasks:

  • Remove any RC builds from the sourceforge download pages and add redirects to Sourceforge Pootle top level download page.
  • Checkin any release notes and such (or maybe do that before tagging).
  • Remove your pootle-release checkout.
  • Remove pootle-release virtualenv: deactivate; rmvirtualenv pootle-release
  • Update and change things based on what you learnt, don’t wait:
    • Update and fix these release notes and make sure they are on master.
    • Dicuss any changes that should be made or new things that could be added
    • Add automation if you can