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Instructions for the release process #821

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Aug 2, 2023
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Instructions for the release process #821

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Update instructions for the release process
dbeatty10 Jul 17, 2023
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39 changes: 14 additions & 25 deletions RELEASE.md
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# dbt-utils releases

TODO - update the following content since it is not up-to-date.

## When do we release?
There's a few scenarios that might prompt a release:

| Scenario | Release type |
|--------------------------------------------|--------------|
| New functionality¹ | minor |
| Breaking changes to existing macros | minor |
| Breaking changes to existing macros | major |
| New functionality | minor |
| Fixes to existing macros | patch |
| dbt minor release with no breaking changes | patch |
| dbt minor release with breaking changes | minor |

¹New macros were previously considered patch releases — we have brought them up to minor releases to make versioning for dependencies clearer.

## Branching strategy

At any point, there should be two long-lived branches:
- `main` (default): This reflects the most recent release of dbt-utils
- `dev/0.x.0`: This reflects the next minor release, where `x` will be replaced with the minor version number

The `dev/0.x.0` branch should be merged into `main` branch when new releases are created.
## Release process

## Process for minor releases
e.g. for releasing `0.x.0`
1. Create the PR to merge `dev/0.x.0` into `main`. Also update the `CHANGELOG` as part of this PR, and merge it.
2. Create the GitHub release from the `main` branch.
3. Delete the `dev/0.x.0` branch, and create a new branch `dev/0.x+1.0` from `main`, adding branch protection to it.
4. [Create a new issue](https://github.com/dbt-labs/dbt-utils/issues/new/choose) from the "dbt-utils Minor Release Follow-Up" template to also update any dependencies.
1. Begin a new release by clicking [here](https://github.com/dbt-labs/dbt-utils/releases/new)
1. Click "Choose a tag", then paste your version number (with no "v" in the name), then click "Create new tag: x.y.z. on publish"
- The “Release title” will be identical to the tag name
1. Click the "Generate release notes" button
1. Copy and paste the generated release notes into `CHANGELOG.md`, commit, and merge into the `main` branch
1. Click the "Publish release" button
- This will automatically create an "Assets" section containing:
- Source code (zip)
- Source code (tar.gz)

## Process for patch releases
1. Create the release.
2. Then rebase the current `dev/0.x.0` branch on top of the `main` branch so that any fixes will be included in the next minor release.
## Post-release

No dependent packages need to be updated for patch releases (e.g. codegen, audit-helper)
1. Delete the automatic Zapier post ([example of one intentionally not deleted](https://getdbt.slack.com/archives/CU4MRJ7QB/p1646272037304639)) and replace it with a custom post in the `#package-ecosystem` channel in “The Community Slack” using the content from the tagged release notes (but replace GitHub handles with Slack handles) ([example](https://getdbt.slack.com/archives/CU4MRJ7QB/p1649372590957309))