releases/docs/concepts.rst
2016-04-27 19:43:15 -07:00

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========
Concepts
========
Basic conceptual info about how Releases organizes and thinks about issues and
releases. For details on formatting/etc (e.g. so you can interpret the examples
below), see :doc:`/usage`.
Issue and release types
=======================
* Issues are always one of three types: **features**, **bug fixes** or
**support items**.
* **Features** are (typically larger) changes adding new behavior.
* **Bug fixes** are (typically minor) changes addressing incorrect
behavior, crashes, etc.
* **Support items** vary in size but are usually non-code-related changes,
such as documentation or packaging updates.
* Releases also happen to come in three flavors:
* **Major releases** are backwards incompatible releases, often with
large/sweeping changes to a codebase.
* They increment the first version number only, e.g. ``1.0.0``.
* **Feature releases** (sometimes called **minor** or **secondary**) are
backwards compatible with the previous major release, and focus on adding
new functionality (code, or support, or both.) They sometimes include
major/complex bug fixes which are too risky to include in a bugfix
release.
* The second version number is incremented for these, e.g. ``1.1.0``.
* **Bugfix releases** (sometimes called **tertiary**) focus on fixing
incorrect behavior while minimizing the risk of creating more bugs.
Rarely, they will include small new features deemed important enough to
backport from their 'native' feature release.
* These releases increment the third/final version number, e.g.
``1.1.1``.
Release organization
====================
We parse changelog timelines so the resulting per-release issue lists honor the
above descriptions. Here are the core rules, with examples. See :doc:`/usage`
for details on formatting/etc.
* **By default, bugfixes go into bugfix releases, features and support items go
into feature releases.**
* Input::
* :release:`1.1.0 <date>`
* :release:`1.0.1 <date>`
* :support:`4` Updated our test runner
* :bug:`3` Another bugfix
* :feature:`2` Implemented new feature
* :bug:`1` Fixed a bug
* :release:`1.0.0 <date>`
* Result:
* ``1.1.0``: feature #2, support #4
* ``1.0.1``: bug #1, bug #3
* **Bugfixes are assumed to backport to all stable release lines by default,
and are displayed as such.** However, this can be overridden on a per-release
and/or per-bug basis - see later bullet points.
* Input::
* :release:`1.1.1 <date>`
* :release:`1.0.2 <date>`
* :bug:`3` Fixed another bug, onoes
* :release:`1.1.0 <date>`
* :release:`1.0.1 <date>`
* :feature:`2` Implemented new feature
* :bug:`1` Fixed a bug
* :release:`1.0.0 <date>`
* Result:
* ``1.1.1``: bug #3
* ``1.0.2``: bug #3
* ``1.1.0``: feature #2
* ``1.0.1``: bug #1
* **Bugfixes marked 'major' go into feature releases instead.** In other words,
they're displayed as bugs, but organized as features.
* Input::
* :release:`1.1.0 <date>`
* :release:`1.0.1 <date>`
* :bug:`3 major` Big bugfix with lots of changes
* :feature:`2` Implemented new feature
* :bug:`1` Fixed a bug
* :release:`1.0.0 <date>`
* Result:
* ``1.1.0``: feature #2, bug #3
* ``1.0.1``: bug #1
* **Features or support items marked 'backported' appear in both bugfix and
feature releases.** In other words, they're displayed as feature/support
items, but organized as a combination feature/support *and* bug item.
* Input::
* :release:`1.1.0 <date>`
* :release:`1.0.1 <date>`
* :bug:`4` Fixed another bug
* :feature:`3` Regular feature
* :feature:`2 backported` Small new feature worth backporting
* :bug:`1` Fixed a bug
* :release:`1.0.0 <date>`
* Result:
* ``1.1.0``: feature #2, feature #3
* ``1.0.1``: bug #1, feature #2, bug #4
* **Releases implicitly include all issues from their own, and prior, release
lines.** (Again, unless the release explicitly states otherwise - see below.)
* For example, in the below changelog (remembering that changelogs are
written in descending order from newest to oldest entry) the code
released as ``1.1.0`` includes the changes from bugs #1 and #3, in
addition to its explicitly stated contents of feature #2::
* :release:`1.1.0 <date>`
* :release:`1.0.1 <date>`
* :bug:`3` Another bugfix
* :feature:`2` Implemented new feature
* :bug:`1` Fixed a bug
* :release:`1.0.0 <date>`
* Again, to be explicit, the rendered changelog displays this breakdown:
* ``1.1.0``: feature #2
* ``1.0.1``: bug #1, bug #3
But it's *implied* that ``1.1.0`` includes the contents of ``1.0.1``
because it released afterwards/simultaneously and is a higher release
line.
* **Releases may be told explicitly which issues to include** (using a
comma-separated list.) This is useful for the rare bugfix that gets
backported beyond the actively supported release lines.
For example, below shows a project whose lifecycle is "release 1.0; release
1.1 and drop active support for 1.0; put out a special 1.0.x release."
Without the explicit issue list for 1.0.1, Releases would roll up all
bugfixes, including the two that didn't actually apply to the 1.0 line.
* Input::
* :release:`1.0.1 <date>` 1, 5
* :release:`1.1.1 <date>`
* :bug:`5` Bugfix that applied back to 1.0.
* :bug:`4` Bugfix that didn't apply to 1.0, only 1.1
* :bug:`3` Bugfix that didn't apply to 1.0, only 1.1
* :release:`1.1.0 <date>`
* :feature:`2` Implemented new feature
* :bug:`1` Fixed a 1.0.0 bug
* :release:`1.0.0 <date>`
* Result:
* ``1.1.0``: feature #2
* ``1.1.1``: bugs #3, #4 and #5
* ``1.0.1``: bugs #1 and #5 only
* **Bugfix issues may be told explicitly which release line they 'start' in.**
This is useful for bugs that don't go back all the way to the oldest actively
supported line - it keeps them from showing up in "too-old" releases.
The below example includes a project actively supporting 1.5, 1.6 and 1.7
release lines, with a couple of bugfixes that only applied to 1.6+.
* Input::
* :release:`1.7.1 <date>`
* :release:`1.6.2 <date>`
* :release:`1.5.3 <date>`
* :bug:`50` Bug applying to all lines
* :bug:`42 (1.6+)` A bug only applying to the new feature in 1.6
* :release:`1.7.0 <date>`
* :release:`1.6.1 <date>`
* :release:`1.5.2 <date>`
* :feature:`25` Another new feature
* :bug:`35` Bug that applies to all lines
* :bug:`34` Bug that applies to all lines
* :release:`1.6.0 <date>`
* :release:`1.5.1 <date>`
* :feature:`22` Some new feature
* :bug:`20` Bugfix
* :release:`1.5.0 <date>`
* Result:
* ``1.7.1``: bugs #50 and #42
* ``1.6.2``: bugs #50 and #42
* ``1.5.3``: bug #50 only
* ``1.7.0``: feature #25
* ``1.6.1``: bugs #34, #35
* ``1.5.2``: bugs #34, #35
* ``1.6.0``: feature #22
* ``1.5.1``: bug #20
Major releases
==============
Major releases introduce additional concerns to changelog organization on top
of those above. Users whose software tends to just "roll forwards" without
keeping older stable branches alive for bugfix releases, will likely not need
to do much.
However, when your support window stretches across major version
boundaries, telling Releases which issues belong to which major version (or
versions plural) becomes a bit more work.
There are two main rules to keep in mind when dealing with "mixed" major
versions:
* **All issues encountered after, or immediately prior to, a major release**
are considered associated with that major release **by default**.
* To force association with a **different major release** (or set of major
releases), issues may **specify a 'version spec'** annotation.
Here's some examples to clarify.
"Rolling" releases
------------------
This example has no mixing of release lines, just moving from 1.x to 2.x. 1.x
is effectively abandoned. (Hope 2.x is an easy upgrade...) Note how features 4
and 5, because they are encountered prior to 2.0.0, are attached to it
automatically.
Input::
* :release:`2.1.0 <date>`
* :release:`2.0.1 <date>`
* :feature:`7` Yet another new feature
* :bug:`6` A bug :(
* :release:`2.0.0 <date>`
* :feature:`5` Another (backwards incompatible) feature!
* :feature:`4` A (backwards incompatible) feature!
* :release:`1.1.0 <date>`
* :release:`1.0.1 <date>`
* :feature:`3` New feature
* :bug:`2` Another bug
* :bug:`1` An bug
* :release:`1.0.0 <date>`
Result:
* ``2.1.0``: feature #7
* ``2.0.1``: bug #6
* ``2.0.0``: feature #4, feature #5
* ``1.1.0``: feature #3
* ``1.0.1``: bug #1, bug #2
Pretty simple, nothing actually new here.
Mostly-compatible 2.0 with continued maint for 1.x
--------------------------------------------------
This maintainer is a bit more conscientious/masochistic and wants to keep users
of 1.x happy for a while after 2.0 launches.
The timeline is very similar to the previous example, but in this scenario, all
issues developed on the 1.x branch are forward-ported to 2.x, because 2.x
wasn't a huge departure from 1.x.
To signify this, post-2.0 issues that were developed initially for 1.x, are
annotated with ``(1.0+)``, telling Releases to add them to all releases above
1.0, instead of just the most recent major release (2.0)::
* :release:`2.1.0 <date>`
* :release:`2.0.1 <date>`
* :release:`1.2.0 <date>`
* :release:`1.1.1 <date>`
* :release:`1.0.2 <date>`
* :bug:`9` A 2.0-only bugfix.
* :feature:`8` A 2.0-only feature.
* :feature:`7 (1.0+)` Yet another new feature
* :bug:`6 (1.0+)` A bug :(
* :release:`2.0.0 <date>`
* :feature:`5` Another (backwards incompatible) feature!
* :feature:`4` A (backwards incompatible) feature!
* :release:`1.1.0 <date>`
* :release:`1.0.1 <date>`
* :feature:`3` New feature
* :bug:`2` Another bug
* :bug:`1` An bug
* :release:`1.0.0 <date>`
Result:
* ``2.1.0``: feature #7, feature #8
* ``2.0.1``: bug #6, bug #9
* ``1.2.0``: feature #7, but not feature #8
* ``1.1.1``: bug #6, but not bug #9
* ``1.0.2``: bug #6, but not bug #9
* ``2.0.0``: feature #4, feature #5
* ``1.1.0``: feature #3
* ``1.0.1``: bug #1, bug #2
Some issues forward-ported, others not
--------------------------------------
This time, some issues remain 1.x-specific as they don't apply to 2.x for
whatever reason. The simple "X.Y+" format doesn't let us declare this, so we
use one you're familiar with from packaging systems like
``setuptools``/``pip``:
* ``(<2.0)`` signifies "only included in releases lower than 2.0"
* ``(>=2.0)`` says "only include in release lines 2.0 and higher" (thus
applying to 2.1, 2.2, 3.0, 4.0 etc).
* This is identical to saying ``(2.0+)``; the ``+`` version is just a
convenient / backwards compatible shorthand.
* ``(>=2.0,<3.0)`` limits an issue to *just* the 2.x line, preventing its
inclusion in 1.x, 3.x or anything else.
* And so on; see the documentation for the ``Spec`` class at
https://python-semanticversion.readthedocs.io for details.
* To be clear, **you may put any combination of major+minor version number in
these annotations**, just as with the simpler ``(1.5+)`` style format.
Armed with this more powerful syntax, we can limit some issues just to the 1.x
line::
* :release:`2.1.0 <date>`
* :release:`2.0.1 <date>`
* :release:`1.2.0 <date>`
* :release:`1.1.1 <date>`
* :release:`1.0.2 <date>`
* :feature:`9 (>=1.0)` A new feature that works with both versions (using
the more explicit version of "1.0+")
* :feature:`8` A new feature that only works on 2.x (no annotation needed)
* :bug:`7 (<2.0)` A bug only affecting 1.x
* :bug:`6 (1.0+)` A bug affecting all versions
* :release:`2.0.0 <date>`
* :feature:`5` Another (backwards incompatible) feature!
* :feature:`4` A (backwards incompatible) feature!
* :release:`1.1.0 <date>`
* :release:`1.0.1 <date>`
* :feature:`3` New feature
* :bug:`2` Another bug
* :bug:`1` An bug
* :release:`1.0.0 <date>`
Result:
* ``2.1.0``: feature #8, feature #9
* ``2.0.1``: bug #6 (but not #7)
* ``1.2.0``: feature #9 (but not #8)
* ``1.1.1``: bug #6, bug #7
* ``1.0.2``: bug #6, bug #7
* ``2.0.0``: feature #4, feature #5
* ``1.1.0``: feature #3
* ``1.0.1``: bug #1, bug #2
Mixed-but-exclusive features prior to a new major release
---------------------------------------------------------
This example illustrates a corner case where one is actively maintaining a
"current" 1.x line at the same time as releasing the new 2.x line. Unlike the
earlier examples, this one has both "2.0-only" *and* "1.0-only" features in the
run-up to 2.0.0.
In this scenario, the non-annotated releases are automatically assigned to the
2.0 major version, even though the 1.2.0 minor version technically comes out
"before" 2.0.0.
As long as no non-release line items appear between 1.2.0 and 2.0.0, the
system will behave as if 2.0.0 was the "primary" next release, with 1.2.0
only capturing features explicitly annotated as being "<2.0" or ">=1.0" (or
similar).
.. note::
This behavior holds true even if the adjacent release line-items have
different dates; the heuristic is solely about their placement in the
changelog list.
TK