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Update release procedure documentation
An internal release procedure document was created separately from the documentation hosted in this repository. That internal document became significantly more comprehensive and up to date than the unmaintained documentation in this repository. In order to avoid either the burden of maintaining two copies of the same information, or more likely the out of sync state between the information in the two resulting from lack of such maintenance, a single document will be maintained here in this repository. The superior version of the information from the internal document is hereby migrated to the repository where it will be maintained from here on.
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# Release Procedure
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You will not need to create a new release yourself as the Arduino team takes care of this on a regular basis, but we are documenting the process here. Let's assume the current version is `0.1.3` and you want to release `0.2.0`.
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## 🗺️ Merge localization sync PR
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- Make sure the `main` state represents what you want to release and you're on `main`.
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- Prepare a release-candidate build on a branch:
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```bash
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git branch 0.2.0-rc \
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&& git checkout 0.2.0-rc
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```
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- Bump up the version number. It must be a valid [semver](https://semver.org/) and must be greater than the current one:
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```bash
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yarn update:version 0.2.0
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```
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- This should generate multiple outgoing changes with the version update.
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- Commit your changes and push to the remote:
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```bash
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git add . \
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&& git commit -s -m "Updated versions to 0.2.0" \
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&& git push
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A pull request titled "**Update translation files**" is submitted periodically by the "**github-actions**" bot to pull in the localization data from [**Transifex**](https://www.transifex.com/arduino-1/ide2/dashboard/).
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If there is an open PR, this must be merged before making the release.
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It will be shown in these search results:
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https://github.com/arduino/arduino-ide/pulls/app%2Fgithub-actions
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## ⚙ Create the release on GitHub
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First of all, you need to **set the new version in all the `package.json` files** across the app (`./package.json`, `./arduino-ide-extension/package.json`, `./browser-app/package.json`, `./electron-app/package.json`), create a PR, and merge it on the `main` branch.
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To do so, you can make use of the `update:version` script.
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For example, if you want to release the version `<YOUR_VERSION>`, you should run the following commands:
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```text
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git checkout main
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git pull
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git checkout -b version-<YOUR_VERSION>
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yarn update:version <YOUR_VERSION>
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git commit -am <YOUR_VERSION>
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git push origin version-<YOUR_VERSION>
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```
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- Create the GH PR the workflow starts automatically.
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- Once you're happy with the RC, merge the changes to the `main`.
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- Create a tag and push it:
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```bash
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git tag -a 0.2.0 -m "0.2.0" \
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&& git push origin 0.2.0
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replacing `<YOUR_VERSION>` with the version you want to release. Then create a PR and merge it.
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Then, you need to **create and push the new tag** and wait for the release to appear on [the "**Releases**" page](https://github.com/arduino/arduino-ide/releases).
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⚠ Doing this will create a new release and users who already have the IDE installed will be notified from the automatic updater that a new version is available. Do not push the tag if you don't want that.
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```text
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git checkout main
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git pull
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git tag -a <YOUR_VERSION> -m "<YOUR_VERSION>"
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git push origin <YOUR_VERSION>
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```
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- The release build starts automatically and uploads the artifacts with the changelog to the [release page](https://github.com/arduino/arduino-ide/releases).
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- If you do not want to release the `EXE` and `MSI` installers, wipe them manually.
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- If you do not like the generated changelog, modify it and update the GH release.
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Pushing a tag will trigger a **GitHub Actions** workflow on the `main` branch. Check the "**Arduino IDE**" workflow and see that everything goes right. If the workflow succeeds, a new release will be created automatically and you should see it on the ["**Releases**"](https://github.com/arduino/arduino-ide/releases) page.
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## 📄 Create the changelog
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**Create GitHub issues for the known issues** that we haven't solved in the current release:
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https://github.com/arduino/arduino-ide/issues
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From the ["**Releases**"](https://github.com/arduino/arduino-ide/releases) page, edit the release notes following the **Keep A Changelog** scheme:
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https://keepachangelog.com/en/1.0.0/#how
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Add a list of mentions of GitHub users who contributed to the release in any of the following ways (ask @per1234):
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- Submitted a PR that was merged
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- Made a valuable review of a PR
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- Submitted an issue that was resolved
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- Provided valuable assistance with the investigation of an issue that was resolved
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Add a "**Known Issues**" section at the bottom of the changelog.
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## ✎ Update the "**Software**" Page
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Open a PR on the [bcmi-labs/wiki-content](https://github.com/bcmi-labs/wiki-content) repository to update the links and texts.
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ℹ️ If you don't have access to the repo, ask in the `#team_wedo` **Slack** channel.
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**❗ Make sure all the links to the new IDE build are working.**<br />
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If they aren't, there has probably been some issue with [the "**Arduino IDE**" workflow run](https://github.com/arduino/arduino-ide/actions/workflows/build.yml) triggered when pushing the tag during the "**Create the release on GitHub**" step of the release procedure.
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Ask for a review of the PR and merge it.
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Follow the ["**Production (subset of https://arduino.cc)**" instructions](https://github.com/bcmi-labs/wiki-content#production-subset-of-httpsarduinocc) in the `bcmi-labs/wiki-content` repository readme to deploy the updated "**Software**" page content.
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When the deploy workflow is done, check if links on the "**Software**" page are working:
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https://www.arduino.cc/en/software#future-version-of-the-arduino-ide
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## 😎 Brag about it
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- Ask in the `#product_releases` **Slack** channel to write a post for the social media and, if needed, a blog post.
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- Post a message on the forum (ask @per1234).<br />
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Example: https://forum.arduino.cc/t/arduino-ide-2-0-0-rc9-3-available-for-download/1028858/4
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- Write a message in the `#general` **Slack** channel:
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> Hey **Arduino**s! Updates from the **Tooling Team** :hammer_and_wrench:
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>
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> Arduino IDE 2.0.0 Beta 12 is out! :doge: You can download it from the [Download Page](https://www.arduino.cc/en/software#experimental-software)
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> The highlights of this release are:
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>
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> - auto-installation of arduino:avr at first startup
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> - improvement of Serial Monitor performances
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> - Arduino CLI upgrade to 0.19.1
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> - Theia upgrade to 1.18.0
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> - some bugfixing
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>
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> To see the details, you can take a look at the [Changelog](https://github.com/arduino/arduino-ide/releases/tag/2.0.0-beta.12)
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> If you want to post about it on social media and you need more details feel free to ask us on #team_tooling! :wink:

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