Add draft release checklist

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Beth Probert 2025-11-10 15:35:03 +00:00
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## Release Checklist: vX.Y.Z
This checklist tracks the process for releasing version **vX.Y.Z** of the OpenFlexure Microscope Server.
---
### Phase 1: Preparation (T-6 Weeks _minimum_)
This phase focuses on planning the release and, crucially, getting any major infrastructure or build system changes merged *before* the feature freeze.
* [ ] **Define Scope:** Create the `vX.Y.Z` milestone in GitLab and tag all intended feature MRs with it. Thisn is often done in a planning meeting with the core team.
* [ ] **Schedule:** Set and announce the **Feature Freeze** and **Release Date**. Feature freeze should be at least 2 weeks before the release date.
* [ ] **Build System:** Identify all required OS-level, build system, or OS customiser changes.
* [ ] **Build System:** **Deadline:** All build system MRs must be merged and tested. (This should happen *as early as possible* in the cycle).
---
### Phase 2: Feature Freeze (T-2 Weeks)
* [ ] **Announce:** Announce the Feature Freeze deadline one week out. This should be announced on the OpenFlexure Forum and in a message/email to the core team.
* [ ] **Deadline:** **FEATURE FREEZE**. All feature MRs for the milestone must be merged.
* [ ] **Branch:** Create a `release/vX.Y.Z` branch from `main`.
* *From this point, only bug fixes (regressions) are merged into this branch.*
* [ ] **Communication:** Inform the team that all new feature work should target the *next* milestone.
---
### Phase 3: Testing & Qualification (T-1 Week)
This phase is dedicated to intensive testing and bug fixing on the `release/vX.Y.Z` branch.
* [ ] **Create Image:** Flash at least one SD card with the new image.
* [ ] **Create Test Plan:** Document the specific tests to be run.
* [ ] **Execute Test Plan:**
* [ ] HQ Camera Test
* [ ] High-Resolution Test
* [ ] Low-Resolution Test
* [ ] ROM Test
* [ ] Stitching Tests
* [ ] Test final image on all supported hardware revisions.
* [ ] Test functionality on the Microscope Simulator.
* [ ] **Triage:** Triage all bugs found. Fix any release-blocking bugs.
* [... ] **Repeat:** Re-build image and re-test as bugs are fixed. Update release date if absolutely necessary.
---
### Phase 4: Release Day (T-0)
* [ ] **Final Version Bump:**
* [ ] **Server Package:** Update version number (add specific files).
* [ ] **Stitching Package:** Update version number (add specific files).
* [ ] Commit and merge the final version bumps into the `release/vX.Y.Z` branch.
* [ ] **Final Build:** Generate the final, official release image from the `release/vX.Y.Z` branch.
* [ ] **Draft Notes:** Draft the release notes and forum post.
* [ ] **Merge:** Merge the `release/vX.Y.Z` branch into `main`.
* [ ] **Tag:** Create a new Git tag on `main` (e.g., `vX.Y.Z`).
* [ ] **Publish:**
* [ ] Push the tag to GitLab.
* [ ] Publish new versions of software sub-packages, such as openflexure-stitching, on PyPi.
* [ ] Create a new **GitLab Release** from the tag.
* [ ] Upload the final release image and other artifacts to the GitLab Release.
* [ ] Paste the release notes into the GitLab Release description.
---
### Phase 5: Post-Release
* [ ] **Communicate:** Publish the release announcement on the OpenFlexure forum.
* [ ] **Announce:** Share the forum post on other relevant channels (e.g., LinkedIn, Emailing Collaborators).
* [ ] **Close:** Close this issue and the corresponding GitLab Milestone.
* [ ] **Celebrate:** 🎉