|
| 1 | +--- |
| 2 | +title: Tractus-X Release Process |
| 3 | +sidebar_position: 45 |
| 4 | +--- |
| 5 | + |
| 6 | +The **Eclipse Tractus-X Release Process** is a structured, transparent, and collaborative approach to planning and delivering high-quality releases. This process ensures that all contributors, committers, and stakeholders are aligned on deliverables, timelines, and expectations for each release cycle. |
| 7 | + |
| 8 | +:::info Release Cadence |
| 9 | + |
| 10 | +Tractus-X follows a quarterly release cycle with releases typically occurring in March, June, September, and December. Release naming follows the pattern `R{YY}.{MM}` (e.g., R24.03 for March 2024). |
| 11 | + |
| 12 | +::: |
| 13 | + |
| 14 | +## Release Timeline Overview |
| 15 | + |
| 16 | +The release process consists of several key phases that span approximately 3-4 months: |
| 17 | + |
| 18 | +```mermaid |
| 19 | +gantt |
| 20 | + title Tractus-X Release Process Timeline (Example) |
| 21 | + dateFormat YYYY-MM-DD |
| 22 | + section Planning Phase |
| 23 | + Feature Creation :a1, 2025-01-01, 30d |
| 24 | + Alignment Day :milestone, 2025-01-30, 0d |
| 25 | + Feature Refinement :a2, 2025-01-15, 30d |
| 26 | + Open Planning Day :milestone, 2025-02-14, 0d |
| 27 | + section Development Phase |
| 28 | + Feature Development :a3, 2025-02-15, 60d |
| 29 | + section Testing Phase |
| 30 | + Test Phase Preparation :a4, 2025-04-15, 14d |
| 31 | + E2E Testing Phase :a5, 2025-04-30, 21d |
| 32 | + section Release |
| 33 | + Release Day :milestone, 2025-05-21, 0d |
| 34 | +``` |
| 35 | + |
| 36 | +:::note Timeline Example |
| 37 | + |
| 38 | +The timeline shown above is illustrative. Actual dates vary by release. Check the [Timeline View](https://github.com/orgs/eclipse-tractusx/projects/26/views/35) for specific release schedules. |
| 39 | + |
| 40 | +::: |
| 41 | + |
| 42 | +## Key Milestones |
| 43 | + |
| 44 | +The release process includes two critical milestone days that bring the community together to align on features and plan the upcoming release. |
| 45 | + |
| 46 | +### Alignment Day |
| 47 | + |
| 48 | +The **Alignment Day** is a collaborative session focused on addressing open questions and resolving dependencies between features planned for the upcoming release. |
| 49 | + |
| 50 | +:::tip Purpose |
| 51 | + |
| 52 | +This is not a planning or refinement session — it's a dedicated space to clarify uncertainties, discuss dependencies, and ensure all teams understand what's expected from each feature. |
| 53 | + |
| 54 | +::: |
| 55 | + |
| 56 | +**What to Expect:** |
| 57 | + |
| 58 | +- **Duration**: Typically 2-4 hours |
| 59 | +- **Focus**: Features labeled with `open question` |
| 60 | +- **Participants**: Feature owners, component developers, committers, and stakeholders |
| 61 | +- **Activities**: |
| 62 | + - Overview of features with open questions |
| 63 | + - Group discussions and breakout sessions as needed |
| 64 | + - Documentation of decisions and clarifications |
| 65 | + |
| 66 | +**Prerequisites for Features:** |
| 67 | + |
| 68 | +- Features must be labeled `open question` at least **3 days prior** to the Alignment Day |
| 69 | +- Feature owners should be prepared to describe their needs or concerns |
| 70 | +- Component developers should be ready to clarify what is expected from them |
| 71 | + |
| 72 | +**Key Focus Areas:** |
| 73 | + |
| 74 | +- Cross-component dependencies |
| 75 | +- Technical constraints and architectural decisions |
| 76 | +- Unclear requirements or acceptance criteria |
| 77 | +- Resource availability and capacity planning |
| 78 | + |
| 79 | +### Open Planning Day |
| 80 | + |
| 81 | +The **Open Planning Day** is the main planning session where the community finalizes the roadmap for the upcoming release, prioritizes features, and assigns milestones. |
| 82 | + |
| 83 | +:::note Who Should Attend |
| 84 | + |
| 85 | +- Contributors and Committers from the open-source community |
| 86 | +- Experts |
| 87 | +- Feature requesters and stakeholders |
| 88 | + |
| 89 | +Your participation is crucial to ensure the success of release planning! |
| 90 | + |
| 91 | +::: |
| 92 | + |
| 93 | +**What to Expect:** |
| 94 | + |
| 95 | +- **Duration**: Typically 3-5 hours |
| 96 | +- **Focus**: Feature prioritization and milestone assignment |
| 97 | +- **Structure**: Sessions organized by Topic/Product areas (e.g., Portal, BPDM, EDC, etc.) |
| 98 | +- **Activities**: |
| 99 | + - Vision and introduction to the release |
| 100 | + - Topic-by-topic planning sessions |
| 101 | + - Feature discussion and milestone assignment |
| 102 | + - Feedback and wrap-up |
| 103 | + |
| 104 | +**Agenda Structure (Example):** |
| 105 | + |
| 106 | +| Time | Topic | Description | |
| 107 | +|------|-------|-------------| |
| 108 | +| 09:05 - 09:20 | Open Planning - Vision & Introduction | Overview of release goals and process | |
| 109 | +| 09:20 - 11:50 | Joint Open Planning | Topic-by-topic feature planning sessions | |
| 110 | +| 11:50 - 12:15 | Feedback Retro / Wrap-up | Summary, next steps, and retrospective | |
| 111 | + |
| 112 | +**Prerequisites for Features:** |
| 113 | + |
| 114 | +For a feature to be considered during Open Planning, it must meet the following criteria: |
| 115 | + |
| 116 | +- **Status**: Must be set to `Backlog` (set by Committers and experts, requester after refinement) |
| 117 | +- **Milestone**: Must **NOT** be set (will be assigned during the session) |
| 118 | +- **Assignees**: Both Contributor and Committer must be assigned |
| 119 | +- **Topic/Product**: Must be set to categorize the feature |
| 120 | +- **Template Completeness**: All sections of the feature template must be filled (do not delete any sections) |
| 121 | + |
| 122 | +:::warning Special Case - KITs |
| 123 | + |
| 124 | +For KIT features, only the Contributor, Committer, and Description fields need to be filled. **There is also a seperate issue template for KITs** |
| 125 | + |
| 126 | +::: |
| 127 | + |
| 128 | +## Release Planning Board |
| 129 | + |
| 130 | +The Release Planning is managed through the [Release Planning Board](https://github.com/orgs/eclipse-tractusx/projects/26) on GitHub. |
| 131 | + |
| 132 | +**Key Views:** |
| 133 | + |
| 134 | +- **Timeline View**: Visualize the release timeline and feature deadlines |
| 135 | +- **Topic/Product View**: Features organized by their product or topic area |
| 136 | +- **Status View**: Track features by their current status (Backlog, In Progress, Done, etc.) |
| 137 | + |
| 138 | +## Issue Labels and Attributes |
| 139 | + |
| 140 | +Understanding and using the correct labels and attributes is essential for effective release planning. |
| 141 | + |
| 142 | +### Important Labels |
| 143 | + |
| 144 | +| Label | Purpose | When to Use | |
| 145 | +|-------|---------|-------------| |
| 146 | +| `Prep-R{YY.MM}` | Identifies features for a specific release | Add when creating a feature for an upcoming release (e.g., `Prep-R26.03`) | |
| 147 | +| `open question` | Marks features with unresolved questions | Add at least 3 days before Alignment Day | |
| 148 | +| `edc`, `portal` and more | Marks other topic groups which might be needed to fullfill the requirements of the feature | Used for dependencies | |
| 149 | + |
| 150 | +### Required Attributes |
| 151 | + |
| 152 | +When creating a feature issue, ensure the following attributes are set: |
| 153 | + |
| 154 | +| Attribute | Description | Required For | |
| 155 | +|-----------|-------------|--------------| |
| 156 | +| **Status** | Current state of the feature (Backlog, In Progress, Done, etc.) | All features | |
| 157 | +| **Milestone** | Target release (set during Open Planning) | After Open Planning | |
| 158 | +| **Assignees** | Contributor and Committer assigned to the feature | Before Open Planning | |
| 159 | +| **Topic/Product** | Product or topic area (e.g., Portal, BPDM, EDC) | Before Open Planning | |
| 160 | +| **Labels** | Includes preparation label (e.g., `Prep-R26.03`) | All features | |
| 161 | + |
| 162 | +## Issue Templates |
| 163 | + |
| 164 | +### Feature Template |
| 165 | + |
| 166 | +When creating a new feature for a release, use the feature template which includes: |
| 167 | + |
| 168 | +- **Description**: Clear description of the feature and its value |
| 169 | +- **Acceptance Criteria**: Specific, measurable criteria for completion |
| 170 | +- **Dependencies**: List of other features or components this feature depends on |
| 171 | +- **Technical Details**: Architecture, implementation approach, and technical considerations |
| 172 | +- **Testing Approach**: How the feature will be tested |
| 173 | +- **Documentation**: Required documentation updates |
| 174 | + |
| 175 | +:::tip Best Practices |
| 176 | + |
| 177 | +- Don't delete any sections from the template (except for KITs as noted above) |
| 178 | +- Fill out all sections completely before the Open Planning session |
| 179 | +- Update the issue regularly during development |
| 180 | +- Link related issues and pull requests |
| 181 | + |
| 182 | +::: |
| 183 | + |
| 184 | +## Development and Testing Phases |
| 185 | + |
| 186 | +### Feature Development Phase |
| 187 | + |
| 188 | +After Open Planning, the development phase begins: |
| 189 | + |
| 190 | +- Features with assigned milestones move to "In Progress" |
| 191 | +- Regular product meetings track development progress |
| 192 | +- Committers review pull requests and ensure quality standards |
| 193 | +- Features must follow all [Tractus-X Release Guidelines (TRGs)](/docs/release) |
| 194 | + |
| 195 | +### Test Phase Preparation |
| 196 | + |
| 197 | +Before the E2E testing phase: |
| 198 | + |
| 199 | +- **Release Check Issues**: Creation of Release Check Issues to be part of the Release and Test Phase |
| 200 | +- **Briefing Session**: Preparation meeting to review the release checklist and deployment process |
| 201 | +- **Kick-Off Session**: Launch meeting for the test phase with latest updates |
| 202 | +- Features must be deployed to the integration environment |
| 203 | + |
| 204 | +### E2E Testing Phase |
| 205 | + |
| 206 | +The End-to-End testing phase validates the entire release: |
| 207 | + |
| 208 | +- **Duration**: Typically 3 weeks |
| 209 | +- **Daily Sync**: Daily standup meetings to track progress and blockers |
| 210 | +- **Focus**: Deployment status, defect/blocker updates, test status for all products |
| 211 | +- **Environment**: Integration (INT) environment |
| 212 | + |
| 213 | +## Open Meetings |
| 214 | + |
| 215 | +The release process is supported by various open meetings where the community collaborates: |
| 216 | + |
| 217 | +### General Office Hour |
| 218 | + |
| 219 | +- **Community Office Hour**: Weekly meeting (Fridays) for general updates and discussions |
| 220 | + - [Meeting details and links](/community/open-meetings#general-office-hours) |
| 221 | +- **Committer Meeting**: Bi-weekly meeting for committer-specific topics |
| 222 | + - [Meeting details and links](/community/open-meetings#general-office-hours) |
| 223 | + |
| 224 | +### Release-Related Meetings |
| 225 | + |
| 226 | +- **Briefing Testing Phase**: One-time meeting per release for preparation of the test phase and clarifycation of the process of the release test phase |
| 227 | + - [Current and upcoming sessions](/community/open-meetings#one-time-meetings) |
| 228 | +- **Kick-Off Testing Phase**: One-tiem meeting per release with latest updates on the test phase and the deployment status |
| 229 | + - [Current and upcoming sessions](/community/open-meetings#one-time-meetings) |
| 230 | +- **Eclipse Tractus-X E2E Test Phase Daily**: Daily meeting during test phase for general updates and discussion on the test phase |
| 231 | + - [Current and upcoming sessions](/community/open-meetings#one-time-meetings) |
| 232 | +- **Alignment Day**: One-time meeting per release for dependency discussions |
| 233 | + - [Current and upcoming sessions](/community/open-meetings#one-time-meetings) |
| 234 | +- **Open Planning Day**: One-time meeting per release for feature planning |
| 235 | + - [Current and upcoming sessions](/community/open-meetings#one-time-meetings) |
| 236 | + |
| 237 | +### Product-Specific Meetings |
| 238 | + |
| 239 | +Individual products have their own regular sync meetings: |
| 240 | + |
| 241 | +- Portal Open Meeting |
| 242 | +- EDC Weekly |
| 243 | +- BPDM Open Meeting |
| 244 | +- Industry Core Hub & Tractus-X SDK Weekly |
| 245 | +- And more... |
| 246 | + |
| 247 | +See the full list on the [Open Meetings page](/community/open-meetings). |
| 248 | + |
| 249 | +## Communication Channels |
| 250 | + |
| 251 | +Stay connected and informed throughout the release process: |
| 252 | + |
| 253 | +- **Matrix Chat**: |
| 254 | + - [Release Planning](https://matrix.to/#/#tractusx-release-planning:matrix.eclipse.org) |
| 255 | + - [Test Management](https://matrix.to/#/#tractusx-test-management:matrix.eclipse.org) |
| 256 | +- **Mailing List**: [Tractus-X Dev Mailing List](https://accounts.eclipse.org/mailing-list/tractusx-dev) |
| 257 | +- **Blog**: [Release planning announcements](/blog) are posted before each release |
| 258 | +- **GitHub Discussions**: For asynchronous communication and Q&A |
| 259 | + |
| 260 | +## Tips for Success |
| 261 | + |
| 262 | +:::tip For Feature Requesters |
| 263 | + |
| 264 | +1. **Start Early**: Create your feature issues well before the Alignment Day |
| 265 | +2. **Be Complete**: Fill out all template sections thoroughly |
| 266 | +3. **Attend Meetings**: Participate in Alignment Day and Open Planning |
| 267 | +4. **Stay Engaged**: Monitor your feature's progress and respond to questions promptly |
| 268 | + |
| 269 | +::: |
| 270 | + |
| 271 | +:::tip For Committers and Contributors |
| 272 | + |
| 273 | +1. **Review Early**: Look at features before Open Planning to assess feasibility |
| 274 | +2. **Be Realistic**: Don't over-commit; consider capacity and dependencies |
| 275 | +3. **Communicate**: Use labels like `open question` when you need clarity |
| 276 | +4. **Follow TRGs**: Ensure all contributions meet the [Release Guidelines](/docs/release) |
| 277 | + |
| 278 | +::: |
| 279 | + |
| 280 | +:::tip For Everyone |
| 281 | + |
| 282 | +- Keep the Release Planning Board clean and up-to-date |
| 283 | +- Use the provided templates and don't delete sections |
| 284 | +- Join the Matrix chat rooms for real-time discussions |
| 285 | +- Subscribe to the mailing list for important announcements |
| 286 | + |
| 287 | +::: |
| 288 | + |
| 289 | +## Additional Resources |
| 290 | + |
| 291 | +- [Release Planning Board](https://github.com/orgs/eclipse-tractusx/projects/26) |
| 292 | +- [Tractus-X Release Guidelines (TRGs)](/docs/release) |
| 293 | +- [Open Meetings Schedule](/community/open-meetings) |
| 294 | +- [How to Contribute](/docs/oss/how-to-contribute) |
| 295 | +- [Latest Release Planning Blog Posts](/blog) |
| 296 | +- [Timeline View](https://github.com/orgs/eclipse-tractusx/projects/26/views/35) |
| 297 | + |
| 298 | +--- |
| 299 | + |
| 300 | +For questions or further information, reach out via the [mailing list](https://accounts.eclipse.org/mailing-list/tractusx-dev) or join the [Tractus-X Matrix channel](https://matrix.to/#/#automotive.tractusx:matrix.eclipse.org). |
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