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| 1 | +# Roam Release Process |
| 2 | + |
| 3 | +This document describes the current Roam release process with Linear Releases, |
| 4 | +GitHub Actions, and Roam Depot. |
| 5 | + |
| 6 | +## Release Tracking Model |
| 7 | + |
| 8 | +Roam uses a scheduled Linear release pipeline. At any time, there should be one |
| 9 | +active Roam release collecting new work and, after a release is completed, a new |
| 10 | +release should be created manually for the next version. |
| 11 | + |
| 12 | +After a release is marked `Released` in Linear: |
| 13 | + |
| 14 | +1. Create the next Roam release manually in the Roam Linear release pipeline. |
| 15 | +2. Use the next version number, such as `0.20.0`. |
| 16 | +3. Move that new Linear release to `In Progress`. |
| 17 | + |
| 18 | +Once the next release is in progress, the `roam-main.yaml` workflow automatically |
| 19 | +syncs eligible merged work into that release when commits land on `main` and |
| 20 | +touch Roam-related paths such as `apps/roam/**`. |
| 21 | + |
| 22 | +## Preparing Release Notes |
| 23 | + |
| 24 | +Before publishing a Roam release: |
| 25 | + |
| 26 | +1. Bump `apps/roam/package.json` to the release version. |
| 27 | +2. Create a PR for that version bump. |
| 28 | +3. Generate release notes from the Linear release. The Linear Agent can generate |
| 29 | + these from the issues included in the Linear release. |
| 30 | +4. Create or update a Linear Pulse/project update manually if the release notes |
| 31 | + should appear in Pulse. Do not assume Linear Releases automatically publish to |
| 32 | + Pulse. |
| 33 | +5. Add the final user-facing release notes to `apps/roam/CHANGELOG.md`. |
| 34 | +6. Create a PR for the changelog update, or include it with the version bump if |
| 35 | + that is how the release is being prepared. |
| 36 | + |
| 37 | +Keep the changelog concise and user-facing. Internal chores, release-process |
| 38 | +tasks, telemetry-only work, and build-only work should usually stay out of the |
| 39 | +public changelog. See `apps/roam/CHANGELOG.md` for the current changelog format. |
| 40 | + |
| 41 | +## Submitting to Roam |
| 42 | + |
| 43 | +Before running the Roam release workflow, make sure the Discourse Graphs Roam |
| 44 | +Depot fork is clean and up to date with upstream Roam Depot. The workflow updates |
| 45 | +the Roam Depot metadata from the fork, so pending fork drift can complicate the |
| 46 | +review PR. |
| 47 | + |
| 48 | +When the version bump and changelog are merged: |
| 49 | + |
| 50 | +1. Run the `Update Roam Extension Metadata` GitHub Action |
| 51 | + (`.github/workflows/roam-release.yaml`) from `main`. |
| 52 | +2. Confirm the workflow succeeds. |
| 53 | +3. The workflow updates Roam Depot metadata and moves the Linear release to |
| 54 | + `Sent to Roam for Review`. |
| 55 | +4. Cut the Roam Depot PR to Roam. |
| 56 | + |
| 57 | +At this point the release is submitted for Roam review, but it is not finished. |
| 58 | + |
| 59 | +## Completing the Release |
| 60 | + |
| 61 | +After the Roam Depot PR is merged by Roam: |
| 62 | + |
| 63 | +1. Confirm the extension has been accepted or published by Roam. |
| 64 | +2. Change the Linear release from `Sent to Roam for Review` to `Released`. |
| 65 | +3. If using the manual completion workflow, run `Complete Roam Linear Release` |
| 66 | + (`.github/workflows/roam-release-complete.yaml`) with the release version. |
| 67 | +4. Immediately create the next Linear release at the next version number and |
| 68 | + move it to `In Progress`. |
| 69 | + |
| 70 | +Creating the next in-progress Linear release is required so future Roam commits |
| 71 | +can be collected automatically by `roam-main.yaml`. |
| 72 | + |
| 73 | +## Workflow Responsibilities |
| 74 | + |
| 75 | +`roam-main.yaml` |
| 76 | + |
| 77 | +- Runs on `main` when Roam-related paths change. |
| 78 | +- Builds and deploys the Roam blob-storage build. |
| 79 | +- Syncs matching commits/issues into the current in-progress Linear release. |
| 80 | +- Does not set a release version from `apps/roam/package.json`. |
| 81 | + |
| 82 | +`roam-release.yaml` |
| 83 | + |
| 84 | +- Runs manually when publishing a prepared release. |
| 85 | +- Builds Roam. |
| 86 | +- Reads the release version from `apps/roam/package.json`. |
| 87 | +- Updates Roam Depot metadata. |
| 88 | +- Moves the Linear release to `Sent to Roam for Review`. |
| 89 | + |
| 90 | +`roam-release-complete.yaml` |
| 91 | + |
| 92 | +- Runs manually after Roam accepts or publishes the release. |
| 93 | +- Completes the explicit Linear release version passed as workflow input. |
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