Doing a CKAN release¶
This section documents the steps followed by the development team to do a new CKAN release.
- Upgrading CKAN
- An overview of the different kinds of CKAN release, and the process for upgrading a CKAN site to a new version.
The process of a new release starts with the creation of a new release branch. A release branch is the one that will be stabilized and eventually become the actual released version. Release branches are always named release-vM.m.p, after the major, minor and patch versions they include. Major and minor versions are always branched from master. Patch releases are always branched from the most recent tip of the previous patch release branch.
+--+---------------------------------------+-------------> Master | | +-----------------> release-v2.4.0 +----------> release-v2.5.0 | +---------> release-v2.4.1 | +------> release-v2.4.2
Once a release branch has been created there is generally a three-four week period until the actual release. During this period the branch is tested and fixes cherry-picked. The whole process is described in the following sections.
Doing a beta release¶
Beta releases are branched off a certain point in master and will eventually become stable releases.
Create a new release branch:
git checkout -b release-v2.5.0
Update ckan/__init__.py to change the version number to the new version with a b after it, e.g. 2.5.0b. Commit the change and push the new branch to GitHub:
git commit -am "Update version number" git push origin release-v2.5.0
You will probably need to update the same file on master to increase the version number, in this case ending with an a (for alpha).
Once the release branch is created, send an annoucement email with an initial call for translations, warning that at this point strings can still change, but hopefully not too much.
During the beta process, all changes to the release branch must be cherry-picked from master (or merged from special branches based on the release branch if the original branch was not compatible).
As in the master branch, if some commits involving CSS changes are cherry-picked from master, the less compiling command needs to be run on the release branch. This will update the main.css file:
./bin/less --production git commit -am "Rebuild CSS" git push
There will be a final front-end build before the actual release.
The beta staging site (http://beta.ckan.org, currently on s084) must be set to track the latest beta release branch to allow user testing. This site is updated nightly.
Once a week create a deb package with the latest release branch, using betaX iterations. Deb packages are built using Ansible scripts located at the following repo:
The repository contains furhter instructions on how to run the scripts, but essentially you will need access to the packaging server, and then run something like:
ansible-playbook package.yml -u your_user -s
You will be prompted for the CKAN version to package (eg 2.4.0), the iteration (eg beta1) and whether to package the DataPusher (always do it on release packages).
Packages are created by default on the /build folder of the publicly accessible directory of the packaging server.
Once the translation freeze is in place (ie no changes to the translatable strings are allowed), strings need to be extracted and uploaded to Transifex:
Install the Babel and Transifex libraries if necessary:
pip install --upgrade Babel pip install transifex-client
Create a ~/.transifexrc file if necessary with your login details (token should be left blank):
[https://www.transifex.com] hostname = https://www.transifex.com username = <username> password = <password> token =
Extract new strings from the CKAN source code into the ckan.pot file. The pot file is a text file that contains the original, untranslated strings extracted from the CKAN source code.:
python setup.py extract_messages
The po files are text files, one for each language CKAN is translated to, that contain the translated strings next to the originals. Translators edit the po files (on Transifex) to update the translations. We never edit the po files locally.
Run our script that checks for mistakes in the ckan.po files:
pip install polib paster check-po-files ckan/i18n/*/LC_MESSAGES/ckan.po
If the script finds any mistakes correct them on Transifex and then run the tx pull command again, don’t edit the files directly. Repeat until the script finds no mistakes.
Edit .tx/config, on line 4 to set the Transifex ‘resource’ to the new major release name (if different), using dashes instead of dots. For instance v2.4.0, v2.4.1 and v2.4.2 all share: [ckan.2-4].
Update the ckan.po files with the new strings from the ckan.pot file:
python setup.py update_catalog --no-fuzzy-matching
Any new or updated strings from the CKAN source code will get into the po files, and any strings in the po files that no longer exist in the source code will be deleted (along with their translations).
We use the --no-fuzzy-matching option because fuzzy matching often causes problems with Babel and Transifex.
Create a new resource in the CKAN project on Transifex by pushing the new pot and po files:
tx push --source --translations --force
Because it reads the new version number in the .tx/config file, tx will create a new resource on Transifex rather than updating an existing resource (updating an existing resource, especially with the --force option, can result in translations being deleted from Transifex).
Update the ckan.mo files by compiling the po files:
python setup.py compile_catalog
The mo files are the files that CKAN actually reads when displaying strings to the user.
Commit all the above changes to git and push them to GitHub:
git commit -am "Update strings files before CKAN X.Y call for translations" git push
Announce that strings for the new release are ready for translators. Send an email to the mailing lists, tweet or post it on the blog. Make sure to post a link to the correct Transifex resource (like this one) and tell users that they can register on Transifex to contribute.
A week before the translations will be closed send a reminder email.
Once the translations are closed, pull the updated strings from Transifex, check them, compile and push as described in the previous steps:
tx pull --all --force paster check-po-files ckan/i18n/*/LC_MESSAGES/ckan.po python setup.py compile_catalog git commit -am " Update translations from Transifex" git push
A week before the actual release, send an email to the ckan-announce mailing list, so CKAN instance maintainers can be aware of the upcoming releases. List any patch releases that will be also available. Here’s an example email.
Doing a proper release¶
Once the release branch has been thoroughly tested and is stable we can do a release.
Run the most thorough tests:
nosetests ckan/tests --ckan --ckan-migration --with-pylons=test-core.ini
Do a final build of the front-end and commit the changes:
paster front-end-build git commit -am "Rebuild front-end"
Update the CHANGELOG.txt with the new version changes:
Add the release date next to the version number
Add the following notices at the top of the release, reflecting whether updates in requirements, database or Solr schema are required or not:
Note: This version requires a requirements upgrade on source installations Note: This version requires a database upgrade Note: This version does not require a Solr schema upgrade
Check the issue numbers on the commit messages for information about the changes. The following gist has a script that uses the GitHub API to aid in getting the merged issues between releases:
Other helpful commands are:
git branch -a --merged > merged-current.txt git branch -a --merged ckan-1.8.1 > merged-previous.txt diff merged-previous.txt merged-current.txt git log --no-merges release-v1.8.1..release-v2.0 git shortlog --no-merges release-v1.8.1..release-v2.0
Check that the docs compile correctly:
rm build/sphinx -rf python setup.py build_sphinx
Remove the beta letter in the version number in ckan/__init__.py (eg 1.1b -> 1.1) and commit the change:
git commit -am "Update version number for release X.Y"
Tag the repository with the version number, and make sure to push it to GitHub afterwards:
git tag -a -m '[release]: Release tag' ckan-X.Y git push --tags
Create the final deb package and move it to the root of the publicly accessible folder of the packaging server from the /build folder.
Make sure to rename it so it follows the deb packages name convention:
Note that we drop any patch version or iteration from the package name.
Upload the release to PyPI:
python setup.py sdist upload
You will need a PyPI account with admin permissions on the ckan package, and your credentials should be defined on a ~/.pypirc file, as described here If you make a mistake, you can always remove the release file on PyPI and re-upload it.
Enable the new version of the docs on Read the Docs (you will need an admin account):
- Go to the Read The Docs versions page and enable the relevant release (make sure to use the tag, ie ckan-X.Y, not the branch, ie release-vX.Y).
- If it is the latest stable release, set it to be the Default Version and check it is displayed on http://docs.ckan.org.
Write a CKAN Blog post and send an email to the mailing list announcing the release, including the relevant bit of changelog.
Cherry-pick the i18n changes from the release branch onto master.
We don’t generally merge or cherry-pick release branches into master, but the files in ckan/i18n are an exception. These files are only ever changed on release branches following the Doing a beta release instructions above, and after a release has been finalized the changes need to be cherry-picked onto master.
To find out what i18n commits there are on the release-v* branch that are not on master, do:
git log master..release-v* ckan/i18n
Then checkout the master branch, do a git status and a git pull to make sure you have the latest commits on master and no local changes. Then use git cherry-pick when on the master branch to cherry-pick these commits onto master. You should not get any merge conflicts. Run the check-po-files command again just to be safe, it should not report any problems. Run CKAN’s tests, again just to be safe. Then do git push origin master.