change(docs): Add publishing crates as part of release checklist (#6909)
* change(docs): Add instructions for publishing crates as part of release checklist * Update release-checklist.md * Update .github/PULL_REQUEST_TEMPLATE/release-checklist.md Co-authored-by: teor <teor@riseup.net> * Update .github/PULL_REQUEST_TEMPLATE/release-checklist.md Co-authored-by: teor <teor@riseup.net> * Rewrite the release checklist using `cargo release` * Minimise diff * Re-order testing, minimise diff * Add checkbox to checkpoints instruction * Tag/promote release, then publish crates, then publish docker images --------- Co-authored-by: teor <teor@riseup.net>
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@ -7,85 +7,15 @@ assignees: ''
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---
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## Versioning
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# Prepare for the Release
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### How to Increment Versions
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Zebra follows [semantic versioning](https://semver.org). Semantic versions look like: MAJOR`.`MINOR`.`PATCH[`-`TAG`.`PRE-RELEASE]
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The [draft `zebrad` changelog](https://github.com/ZcashFoundation/zebra/releases) will have an automatic version bump. This version is based on [the labels on the PRs in the release](https://github.com/ZcashFoundation/zebra/blob/main/.github/release-drafter.yml).
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Check that the automatic `zebrad` version increment matches the changes in the release:
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<details>
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If we're releasing a mainnet network upgrade, it is a `major` release:
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1. Increment the `major` version of _*all*_ the Zebra crates.
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2. Increment the `patch` version of the tower crates.
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If we're not releasing a mainnet network upgrade, check for features, major changes, deprecations, and removals. If this release has any, it is a `minor` release:
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1. Increment the `minor` version of `zebrad`.
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2. Increment the `pre-release` version of the other crates.
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3. Increment the `patch` version of the tower crates.
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Otherwise, it is a `patch` release:
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1. Increment the `patch` version of `zebrad`.
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2. Increment the `pre-release` version of the other crates.
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3. Increment the `patch` version of the tower crates.
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Zebra's Rust API is not stable or supported, so we keep all the crates on the same beta `pre-release` version.
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</details>
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### Version Locations
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Once you know which versions you want to increment, you can find them in the:
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zebrad (rc):
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- [ ] zebrad `Cargo.toml`
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- [ ] `README.md`
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- [ ] `book/src/user/docker.md`
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crates (beta):
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- [ ] zebra-* `Cargo.toml`s
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tower (patch):
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- [ ] tower-* `Cargo.toml`s
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auto-generated:
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- [ ] `Cargo.lock`: run `cargo build` after updating all the `Cargo.toml`s
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#### Version Tooling
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You can use `fastmod` to interactively find and replace versions.
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For example, you can do something like:
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```
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fastmod --extensions rs,toml,md --fixed-strings '1.0.0' '1.1.0' zebrad README.md zebra-network/src/constants.rs book/src/user/docker.md
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fastmod --extensions rs,toml,md --fixed-strings '1.0.0-beta.15' '1.0.0-beta.16' zebra-*
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fastmod --extensions rs,toml,md --fixed-strings '0.2.30' '0.2.31' tower-batch tower-fallback
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cargo build
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```
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If you use `fastmod`, don't update versions in `CHANGELOG.md` or `zebra-dependencies-for-audit.md`.
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## README
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Update the README to:
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- [ ] Remove any "Known Issues" that have been fixed
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- [ ] Update the "Build and Run Instructions" with any new dependencies.
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Check for changes in the `Dockerfile` since the last tag: `git diff <previous-release-tag> docker/Dockerfile`.
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- [ ] If Zebra has started using newer Rust language features or standard library APIs, update the known working Rust version in the README, book, and `Cargo.toml`s
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You can use a command like:
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```sh
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fastmod --fixed-strings '1.58' '1.65'
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```
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These release steps can be done a week before the release, in separate PRs.
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They can be skipped for urgent releases.
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## Checkpoints
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For performance and security, we want to update the Zebra checkpoints in every release.
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You can copy the latest checkpoints from CI by following [the zebra-checkpoints README](https://github.com/ZcashFoundation/zebra/blob/main/zebra-utils/README.md#zebra-checkpoints).
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- [ ] You can copy the latest checkpoints from CI by following [the zebra-checkpoints README](https://github.com/ZcashFoundation/zebra/blob/main/zebra-utils/README.md#zebra-checkpoints).
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## Missed Dependency Updates
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@ -97,6 +27,57 @@ Here's how we make sure we got everything:
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- [ ] Open a separate PR with the changes
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- [ ] Add the output of `cargo update` to that PR as a comment
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# Make Release Changes
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These release steps can be done a few days before the release, in the same PR:
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- [ ] Make sure the PRs with the new checkpoint hashes and missed dependencies are already merged
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## Versioning
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### How to Increment Versions
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Zebra follows [semantic versioning](https://semver.org). Semantic versions look like: MAJOR.MINOR.PATCH[-TAG.PRE-RELEASE]
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Choose a release level for `zebrad` based on the changes in the release that users will see:
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- mainnet network upgrades are `major` releases
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- new features, large changes, deprecations, and removals are `minor` releases
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- otherwise, it is a `patch` release
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Zebra's Rust API doesn't have any support or stability guarantees, so we keep all the `zebra-*` and `tower-*` crates on a beta `pre-release` version.
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### Update Crate Versions
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<details>
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<summary>If you're publishing crates for the first time:</summary>
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- [ ] Install `cargo-release`: `cargo install cargo-release`
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- [ ] Make sure you are an owner of the crate or [a member of the Zebra crates.io `owners` group on GitHub](https://github.com/orgs/ZcashFoundation/teams/owners)
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</details>
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- [ ] Update crate versions and do a release dry-run:
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- [ ] `cargo release version --verbose --workspace --exclude zebrad beta`
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- [ ] `cargo release version --verbose --package zebrad [ major | minor | patch ]`
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- [ ] `cargo release publish --verbose --workspace --dry-run`
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- [ ] Commit the version changes to your release PR branch using `git`: `cargo release commit --verbose --workspace`
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## README
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README updates can be skipped for urgent releases.
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Update the README to:
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- [ ] Remove any "Known Issues" that have been fixed since the last release.
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- [ ] Update the "Build and Run Instructions" with any new dependencies.
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Check for changes in the `Dockerfile` since the last tag: `git diff <previous-release-tag> docker/Dockerfile`.
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- [ ] If Zebra has started using newer Rust language features or standard library APIs, update the known working Rust version in the README, book, and `Cargo.toml`s
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You can use a command like:
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```sh
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fastmod --fixed-strings '1.58' '1.65'
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```
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## Change Log
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**Important**: Any merge into `main` deletes any edits to the draft changelog.
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@ -106,55 +87,43 @@ We use [the Release Drafter workflow](https://github.com/marketplace/actions/rel
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To create the final change log:
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- [ ] Copy the **latest** draft changelog into `CHANGELOG.md` (there can be multiple draft releases)
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- [ ] Delete any trivial changes. Keep the list of those, to include in the PR
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- [ ] Delete any trivial changes
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- [ ] Put the list of deleted changelog entries in a PR comment to make reviewing easier
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- [ ] Combine duplicate changes
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- [ ] Edit change descriptions so they are consistent, and make sense to non-developers
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- [ ] Edit change descriptions so they will make sense to Zebra users
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- [ ] Check the category for each change
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- Prefer the "Fix" category if you're not sure
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## Update End of Support
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The end of support height is calculated from the current blockchain height:
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- [ ] Find where the Zcash blockchain tip is now by using a [Zcash explorer](https://zcashblockexplorer.com/blocks) or other tool.
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- [ ] Replace `ESTIMATED_RELEASE_HEIGHT` in [`end_of_support.rs`](https://github.com/ZcashFoundation/zebra/blob/main/zebrad/src/components/sync/end_of_support.rs) with the height you estimate the release will be tagged.
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<details>
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#### Change Categories
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<summary>Optional: calculate the release tagging height</summary>
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From "Keep a Changelog":
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* `Added` for new features.
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* `Changed` for changes in existing functionality.
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* `Deprecated` for soon-to-be removed features.
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* `Removed` for now removed features.
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* `Fixed` for any bug fixes.
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* `Security` in case of vulnerabilities.
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- Add `1152` blocks for each day until the release
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- For example, if the release is in 3 days, add `1152 * 3` to the current Mainnet block height
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</details>
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## Release support constants
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Needed for the end of support feature. Please update the following constants [in this file](https://github.com/ZcashFoundation/zebra/blob/main/zebrad/src/components/sync/end_of_support.rs):
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- [ ] `ESTIMATED_RELEASE_HEIGHT` (required) - Replace with the estimated height you estimate the release will be tagged.
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<details>
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- Find where the Zcash blockchain tip is now by using a [Zcash explorer](https://zcashblockexplorer.com/blocks) or other tool.
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- Consider there are aprox `1152` blocks per day (with the current Zcash `75` seconds spacing).
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- So for example if you think the release will be tagged somewhere in the next 3 days you can add `1152 * 3` to the current tip height and use that value here.
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</details>
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## Create the Release
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### Create the Release PR
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After you have the version increments, the updated checkpoints, any missed dependency updates,
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and the updated changelog:
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- [ ] Make sure the PRs with the new checkpoint hashes and missed dependencies are already merged
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- [ ] Push the version increments, the updated changelog and the release constants into a branch
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(for example: `bump-v1.0.0` - this needs to be different to the tag name)
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- [ ] Push the version increments, the updated changelog, and the release constants into a branch,
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for example: `bump-v1.0.0` - this needs to be different to the tag name
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- [ ] Create a release PR by adding `&template=release-checklist.md` to the comparing url ([Example](https://github.com/ZcashFoundation/zebra/compare/bump-v1.0.0?expand=1&template=release-checklist.md)).
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- [ ] Add the list of deleted changelog entries as a comment to make reviewing easier.
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- [ ] Freeze the [`batched` queue](https://dashboard.mergify.com/github/ZcashFoundation/repo/zebra/queues) using Mergify.
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- [ ] Mark all the release PRs as `Critical` priority, so they go in the `urgent` Mergify queue.
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### Create the Release
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- [ ] Once the PR has been merged, create a new release using the draft release as a base, by clicking the Edit icon in the [draft release](https://github.com/ZcashFoundation/zebra/releases)
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# Release Zebra
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## Create the GitHub Pre-Release
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- [ ] Wait for all the release PRs to be merged
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- [ ] Create a new release using the draft release as a base, by clicking the Edit icon in the [draft release](https://github.com/ZcashFoundation/zebra/releases)
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- [ ] Set the tag name to the version tag,
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for example: `v1.0.0`
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- [ ] Set the release to target the `main` branch
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- [ ] Publish the pre-release to GitHub using "Publish Release"
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- [ ] Delete all the [draft releases from the list of releases](https://github.com/ZcashFoundation/zebra/releases)
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## Binary Testing
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## Test the Pre-Release
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- [ ] Wait until the [Docker binaries have been built on `main`](https://github.com/ZcashFoundation/zebra/actions/workflows/continous-integration-docker.yml), and the quick tests have passed.
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(You can ignore the full sync and `lightwalletd` tests, because they take about a day to run.)
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- [ ] Wait until the [pre-release deployment machines have successfully launched](https://github.com/ZcashFoundation/zebra/actions/workflows/continous-delivery.yml)
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## Publish Release
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- [ ] [Publish the release to GitHub](https://github.com/ZcashFoundation/zebra/releases) by disabling 'pre-release', then clicking "Set as the latest release"
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## Publish Crates
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- [ ] Run `cargo login`
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- [ ] Publish the crates to crates.io: `cargo release publish --verbose --workspace --execute`
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- [ ] Check that Zebra can be installed from `crates.io`:
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`cargo install --force --version 1.0.0 zebrad && ~/.cargo/bin/zebrad`
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## Publish Docker Images
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- [ ] Wait until [the Docker images have been published](https://github.com/ZcashFoundation/zebra/actions/workflows/release-binaries.yml)
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- [ ] Test the Docker image using `docker run --tty --interactive zfnd/zebra:v1.0.0`,
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and put the output in a comment on the PR.
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(You can use [gcloud cloud shell](https://console.cloud.google.com/home/dashboard?cloudshell=true))
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- [ ] Un-freeze the [`batched` queue](https://dashboard.mergify.com/github/ZcashFoundation/repo/zebra/queues) using Mergify.
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## Telling Zebra Users
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- [ ] Post a summary of the important changes in the release in the `#arborist` and `#communications` Slack channels
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## Release Failures
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If building or running fails after tagging:
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<details>
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1. Fix the bug that caused the failure
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2. Increment the patch version again, following these instructions from the start
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3. Update the code and documentation with a **new** git tag
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2. Start a new `patch` release
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3. Skip the **Release Preparation**, and start at the **Release Changes** step
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4. Update `CHANGELOG.md` with details about the fix
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5. Tag a **new** release
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5. Follow the release checklist for the new Zebra version
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</details>
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