## 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 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 (Optional) * [ ] 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. (Optional) --- ### 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!**