Difference between revisions of "Release Process"

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## the former release coordinator to help out
 
## the former release coordinator to help out
 
## test runner(s) who will run the testsuites on the list of supported machines
 
## test runner(s) who will run the testsuites on the list of supported machines
## example runner volunteer(s) for gallery examples
+
## gallery runners for gallery examples
 +
## final list may include others contributing directly to the release process
 
# Come up with release timeline (by translating the last release timeline forward in time), see ('''5 months''') (''<span style="background:yellow">30 minutes</span>''), see https://docs.einsteintoolkit.org/et-docs/Release_Details#Schedule_for_ET_2020_05
 
# Come up with release timeline (by translating the last release timeline forward in time), see ('''5 months''') (''<span style="background:yellow">30 minutes</span>''), see https://docs.einsteintoolkit.org/et-docs/Release_Details#Schedule_for_ET_2020_05
 +
## Release coordinator needs write access to the following repos (or must arrange all needed changes with a repo maintainer)
 +
### https://bitbucket.org/einsteintoolkit
 +
### https://github.com/nds-org/jupyter-et.git
 +
### https://github.com/einsteintoolkit/simfactory2-www
 
## Frequently remind participants of timeline (''<span style="background:yellow">part of ET calls</span>'')
 
## Frequently remind participants of timeline (''<span style="background:yellow">part of ET calls</span>'')
 
## Begin discussions on the mailing list, reminding people to look at test cases, review patches etc. (''<span style="background:yellow">5 minutes per week</span>'')
 
## Begin discussions on the mailing list, reminding people to look at test cases, review patches etc. (''<span style="background:yellow">5 minutes per week</span>'')
Line 28: Line 33:
 
## report on test failures
 
## report on test failures
 
## assign found bugs to volunteers
 
## assign found bugs to volunteers
# Release preparation I ('''2 weeks''')
+
# Release preparation I ('''4 weeks''')
 
## Announce feature freeze based on currently positively reviewed components
 
## Announce feature freeze based on currently positively reviewed components
## Update einsteinttoolkit.bib with requested and suggested citations for all thorns in thorn list (''<span style="background:yellow">10 minutes</span>'')
+
### fix branch to use for kuibit to one of the tagged releases. TODO: add instructions on how to use that branch when creating ET branches
 
## Collect list of new features, newsworthy items, and acknowledgements for release announcement on wiki (there’s a [https://docs.einsteintoolkit.org/et-docs/Release_Process#Changes_to_announce script] in the wiki to help with this) (''<span style="background:yellow">45 minutes</span>'')
 
## Collect list of new features, newsworthy items, and acknowledgements for release announcement on wiki (there’s a [https://docs.einsteintoolkit.org/et-docs/Release_Process#Changes_to_announce script] in the wiki to help with this) (''<span style="background:yellow">45 minutes</span>'')
## Verify that gallery runs and example parfiles still work with new release (''<span style="background:yellow">4 hours</span>'' for all examples to compile, run, make plots)
+
## Create Zenodo item ([https://docs.einsteintoolkit.org/et-docs/Release_Process#drafting_Zenodo_entry notes]) (''<span style="background:yellow">1 hour</span>'')
## Contact contributors and example runners about permanent (contributors) and one-off (example runners) inclusion in the ET author list (''<span style="background:yellow">10 minutes of work per author</span>'' to poke and prod them to respond)
+
### Send to maintainers@einsteintoolkit.org for review re typos etc.
 +
### Include in "do you want to be included" email to contributors.
 +
## Contact [https://docs.einsteintoolkit.org/et-docs/Release_Process#Contributors contributors] and [https://docs.einsteintoolkit.org/et-docs/Release_Process#Release_team release team] about permanent (contributors) and one-off (release team) inclusion in the ET author list (''<span style="background:yellow">10 minutes of work per author</span>'' to poke and prod them to respond). Include maintainers@einsteintoolkit.org in cc to have a record.
 +
## announce final member list of release team:
 +
::::* release coordinator(s)
 +
::::* test runner(s)
 +
::::* gallery example runner(s)
 +
::::* reviewer(s)
 +
::::* anyone putting in work specifically for the release
 
## Draft release announcement (''<span style="background:yellow">1 hour</span>'')
 
## Draft release announcement (''<span style="background:yellow">1 hour</span>'')
 
### send to maintainers@einsteintoolkit.org for review re typos etc.
 
### send to maintainers@einsteintoolkit.org for review re typos etc.
 
## Announce release date publicly
 
## Announce release date publicly
# Release preparation II ('''1 week'''), detailed list of items and partial scripts on https://docs.einsteintoolkit.org/et-docs/Release_Process#Two_weeks_before_the_release
+
# Release preparation II ('''1 week'''), detailed list of items and partial scripts at end of text
 
## Finalize announcement draft (''<span style="background:yellow">1 hour</span>'')
 
## Finalize announcement draft (''<span style="background:yellow">1 hour</span>'')
 
### Send to maintainers@einsteintoolkit.org for review re typos etc.
 
### Send to maintainers@einsteintoolkit.org for review re typos etc.
## Create Zenodo item (see link above) (''<span style="background:yellow">1 hour</span>'')
+
## Update einsteintoolkit.bib (https://bitbucket.org/einsteintoolkit/manifest/src/master/) with
### Send to maintainers@einsteintoolkit.org for review re typos etc.
+
### Update or add requested and suggested citations for all ET components in thorn list (''<span style="background:yellow">10 minutes</span>'').
 +
### Latest release info and DOI (from Zenodo entry above)
 +
### move requested-for for main ET cite (Zenodo)
 +
## Update version information in Makefile, the documentation tex files and Baikal documentation.tex file (''<span style="background:yellow">15 minutes</span>'')
 +
## [https://docs.einsteintoolkit.org/et-docs/Release_Process#regenerate_files Regenerate] all auto-generated files (''30 minutes of work'', plus time to wait for Kranc)
 
## Create release branch and tag for all ET codes (''<span style="background:yellow">30 minutes</span>'')
 
## Create release branch and tag for all ET codes (''<span style="background:yellow">30 minutes</span>'')
## Update version information in Makefile, the documentation tex files and Baikal documentation.tex file (''<span style="background:yellow">15 minutes</span>'')
 
## Regenerate all auto-generated files (''30 minutes of work'', plus time to wait for Kranc)
 
 
## Update websites in a branch (''<span style="background:yellow">2 hours</span>'')
 
## Update websites in a branch (''<span style="background:yellow">2 hours</span>'')
### EinsteinToolkit.org
+
### EinsteinToolkit.org (https://docs.einsteintoolkit.org/et-docs/Editing_the_Einstein_Toolkit_website ; be sure to update the main page; then about/releases/ET_202X_YZ_announcement.md; then from that directory run `mk_release_announcements.py ET_202X_YZ_announcement.md` [you'll need to `pip install markdown` for this to work]; then be sure to `git add` and commit the new files.)
### CactusCode.org
+
### CactusCode.org (https://github.com/einsteintoolkit/www.cactuscode.org, see [https://docs.einsteintoolkit.org/et-docs/Release_Process#update-cactuscode below] for a script.
### Simfactory.org
+
### Simfactory.org (https://github.com/einsteintoolkit/simfactory2-www/ make life using https://simfactory.org/update.php)
### CactusTutorial.ipynb
+
### CactusTutorial.ipynb (https://github.com:nds-org/jupyter-et.git)
 +
### update docker image for tutorial server [https://docs.einsteintoolkit.org/et-docs/Release_Process#update-tutorial-image script], but do not yet push
 
# The release ('''0 days''')
 
# The release ('''0 days''')
 
## make all updated branches live (''<span style="background:yellow">30 min</span>'')
 
## make all updated branches live (''<span style="background:yellow">30 min</span>'')
## announce on users@einsteintoolkit.org, news@cactuscode.org, userss@cactuscode.org (''<span style="background:yellow">5 min</span>'')
+
## push tutorial server docker image to Dockerhub (only Erik, Steve, Roland, Ian can do so)
 +
## announce on users@einsteintoolkit.org, news@cactuscode.org (''<span style="background:yellow">5 min</span>'')
 
## http://hyperspace.uni-frankfurt.de/ based on previous release announcement (''<span style="background:yellow">15 min</span>'')
 
## http://hyperspace.uni-frankfurt.de/ based on previous release announcement (''<span style="background:yellow">15 min</span>'')
 
## update Wikipedia Cactus entry https://en.wikipedia.org/wiki/Cactus_Framework (''<span style="background:yellow">5 min</span>'')
 
## update Wikipedia Cactus entry https://en.wikipedia.org/wiki/Cactus_Framework (''<span style="background:yellow">5 min</span>'')
Line 62: Line 79:
 
to guarantee the quality of the release. The descriptions below are quite
 
to guarantee the quality of the release. The descriptions below are quite
 
technical and intended for the developers and maintainers only.
 
technical and intended for the developers and maintainers only.
 +
 +
=== add gallery runners ===
 +
 +
Gallery runners should be mentioned in their respective gallery example's ticket and should have the ticket assigned to them. This requires that they are a member of the Einstein Toolkit [https://bitbucket.org/einsteintoolkit/workspace/projects/ET bitbucket organization].
 +
 +
* they must be invited to it using their email address on: https://bitbucket.org/einsteintoolkit/workspace/settings/groups
 +
* they should be made members of the the "All Members" and "gallery runners" groups. The former to be assigned the ticket, the latter to be able to upload files to the website repository and edit the web-pages
 +
* find the gallery ticket and use the "Edit" button to assign users
 +
** [https://bitbucket.org/einsteintoolkit/tickets/issues/2176/test-binary-neutron-star-example BNS]
 +
** [https://bitbucket.org/einsteintoolkit/tickets/issues/2172/test-binary-black-hole-gw150914-example BBH]
 +
** [https://bitbucket.org/einsteintoolkit/tickets/issues/2175/test-single-stable-neutron-star-example TOV]
 +
** [https://bitbucket.org/einsteintoolkit/tickets/issues/2174/test-multi-patch-scalar-wave-equation Scalar Wave]
 +
** [https://bitbucket.org/einsteintoolkit/tickets/issues/2173/test-poisson-equation-example Poisson Equation]
 +
* gallery examples should be run using the "master" branch of the toolkit, that will become the release branch, of manifest and thornlist
 +
* results should be archived in a tar archive as shown on https://bitbucket.org/einsteintoolkit/www/downloads/ and the archive name should include year, month and day of month YYYYMMDD following the pattern visible in the existing tar files. On ''macOS'' make sure to not include <code>__MACOSX</code> a folder. This is most easily achieved by using the command line <code>zip</code> tool and not a GUI tool or Finder (to be verified)
 +
* some archives are large and special tools are needed to upload them, this is described in the ticket for the example
 +
* after updating the archive, clone the website repo https://bitbucket.org/einsteintoolkit/www/src, edit the gallery page to point to the new archive file and update the "last run" line. Don't forget to update and add any images and plots you have regenerated. Verify the change by opening the html file in a local browsers. Commit and push to nmaster.
 +
 +
=== update developers.txt ===
 +
 +
Inside https://bitbucket.org/einsteintoolkit/www/src/master/ , you will find a developers.txt file, which needs to be updated with any new developers for this release. Any developers who helped with the last release but have not yet contributed code to the Toolkit need to be removed, and likewise any new folks who contributed to this release need to be added.
 +
 +
Here is a script for finding all code contributers to the Einstein Toolkit, ever. You will need this for the release announcement also.
 +
 +
for repo in */.git/.. ; do
 +
      (cd $repo && git shortlog $(git describe --tags --abbrev=0)..HEAD --summary --email) | perl -p -e 's/^\s*\d+\s*//'
 +
done | sort -u
 +
 +
After updating, run
 +
 +
  developers.py
 +
 +
Next, update zenodo.py. It contains the hard-coded information in between the <code>EDIT BELOW</code> and <code>EDIT ABOVE</code> tags.
 +
 +
  release_team = [
 +
    "Zachariah B. Etienne",
 +
    "Roland Haas",
 +
    "Steven R. Brandt",
 +
    "William E. Gabella",
 +
    "Peter Diener",
 +
    "Atul Kedia",
 +
    "Miguel Gracia",
 +
    ...
 +
  ]
 +
  contributers = [
 +
    "Roland Haas",
 +
    "Steven R. Brandt",
 +
    ...
 +
  ]
 +
  et_release = "ET_2021_05"
 +
  et_release_codename = "Lorentz"
 +
  et_description = ...
 +
 +
Publish to the sandbox (following the steps below). Once that is done and reviewed, it can be published without --sandbox.
  
 
=== drafting Zenodo entry ===
 
=== drafting Zenodo entry ===
 +
 
<pre>
 
<pre>
 
# get Steve Brandt's personal access token for zenodo.org
 
# get Steve Brandt's personal access token for zenodo.org
# create your own personal access token for sandbox.zenodo.org: https://sandbox.zenodo.org/account/settings/applications/tokens/new/
+
# create your own personal access token for sandbox.zenodo.org:
 +
# https://sandbox.zenodo.org/account/settings/applications/tokens/new/
 +
export ZENODO_ACCESS=STEVES_ZENODO_ACCESS_TOKEN
 +
export SANDBOX_ZENODO_ACCESS=YOUR_ZENODO_SANDBOX_ACCESS_TOKEN
  
# get data out of current Zenodo entry
+
# note down ID of "Einstein Toolkit" (will change each release)
export ZENODO_ACCESS=$(secret-tool lookup hostname https://zenodo.org username sbrandt@cct.lsu.edu)
 
 
ZENODO_ID=$(python3 ./zenodo.py --list | perl -n -e '/(\d*) The Einstein Toolkit/ && print ($1) && exit 0')
 
ZENODO_ID=$(python3 ./zenodo.py --list | perl -n -e '/(\d*) The Einstein Toolkit/ && print ($1) && exit 0')
# note down ID of "Einstein Toolkit" (will change each release)
 
python3 ./zenodo.py --id $ZENODO_ID
 
mv zupload.py et-zupload.py
 
wget "https://zenodo.org/record/$ZENODO_ID/files/Definition.md?download=1" -O Definition.md
 
  
# recreate in sandbox
+
# This will generate Definition.md and zupload.py (metadata)
export ZENODO_ACCESS=$(secret-tool lookup hostname https://sandbox.zenodo.org username rhaas@illinois.edu)
+
python3 ./zenodo.py --id $ZENODO_ID --generate
python3 ./zenodo.py --sandbox --create et-zupload.py
+
 
 +
# recreate current release in sandbox, note that zenodo.py will use
 +
# SANDBOX_ZENODO_ACCESS token and sanbox.zenodo.org when --sandbox is used.
 +
# note down ID of the deposit
 +
ZENODO_SANDBOX_ID=$(python3 ./zenodo.py --sandbox --create zupload.py | perl -n -e '/(\d*) The Einstein Toolkit/ && print ($1) && exit 0')
 +
 
 +
# publish current release in sandbox
 +
python3 ./zenodo.py --sandbox --id $ZENODO_SANDBOX_ID --deposit Definition.md
 +
python3 ./zenodo.py --sandbox --id $ZENODO_SANDBOX_ID --publish
 +
 
 +
# now we make the new release
 +
 
 +
# Edit the lines in zenodo.py that are between the Edit Below/Edit Above comments.
 +
# This includes the release, the code name, the release team, etc.
 +
vi zenodo.py
 +
 
 +
# This will generate Definition.md and zupload.py (metadata)
 +
rm Definition.md zupload.py
 +
python3 ./zenodo.py --sandbox --id $ZENODO_SANDBOX_ID --generate
 +
 
 +
# create a new version in sandbox
 +
# and note down its id
 +
ZENODO_SANDBOX_ID=$(python3 ./zenodo.py --sandbox --id $ZENODO_SANDBOX_ID --newversion | perl -n -e '/(\d*) The Einstein Toolkit/ && print ($1) && exit 0')
 +
 
 +
# upload updated metadata (zenodo.py)
 +
python3 ./zenodo.py --sandbox --id $ZENODO_SANDBOX_ID --upload
 +
 
 +
# deposit updated dummy file
 +
python3 ./zenodo.py --sandbox --id $ZENODO_SANDBOX_ID --deposit Definition.md
 +
# publish new version (cannot be undone)
 +
python3 ./zenodo.py --sandbox --id $ZENODO_SANDBOX_ID --publish
 +
 
 +
# create a new version in real Zenodo but *do not* publish (yet)
 +
# and not down its id
 +
ZENODO_ID=$(python3 ./zenodo.py --id $ZENODO_ID --newversion)
 +
 
 +
echo "Zenodo ID is: $ZENODO_ID."
 +
echo "You MUST write down this ID since I will not be able to retrieve it later"
 +
 
 +
# generate metadata for actual Zenodo (different DOI!)
 +
rm Definition.md zupload.py
 +
python3 ./zenodo.py --id $ZENODO_ID --generate
 +
 
 +
# upload updated metadata (zenodo.py)
 +
python3 ./zenodo.py --id $ZENODO_ID --upload
 +
 
 +
# deposit updated dummy file
 +
python3 ./zenodo.py --id $ZENODO_ID --deposit Definition.md
 +
 
 +
# re-download and check what we think we deposited
 +
mv Definition.md Definition.md.bak
 +
python3 ./zenodo.py --id $ZENODO_ID --retrieve Definition.md
 +
diff --report-identical-files Definition.md.bak Definition.md
 +
 
 +
# get reserved DOI to use in bibtex file
 +
python3 ./zenodo.py --id $ZENODO_ID --show-doi
 +
</pre>
 +
 
 +
Send the Zenodo entry from the sandbox to [mailto:maintainers@einsteintoolkit.org maintainers@einsteintoolkit.org] for proofreading, include in "do you want to be included" email to contributors.
 +
 
 +
=== final Zenodo entry ===
 +
 
 +
This replicates the latter steps of the draft to create a new entry on the real Zenodo site. Do so *only* after the draft has been reviewed since it cannot be undone.
 +
 
 +
<pre>
 +
export ZENODO_ACCESS=STEVES_ZENODO_ACCESS_TOKEN
 +
 
 
# note down ID of newest (topmost) "Einstein Toolkit"
 
# note down ID of newest (topmost) "Einstein Toolkit"
ZENODO_ID=$(python3 ./zenodo.py --sandbox --list | perl -n -e '/(\d*) The Einstein Toolkit/ && print ($1) && exit 0')
+
ZENODO_ID=$(python3 ./zenodo.py --list | perl -n -e '/(\d*) The Einstein Toolkit/ && print ($1) && exit 0')
python3 ./zenodo.py --sandbox --id $ZENODO_ID --deposit Definition.md
 
python3 ./zenodo.py --sandbox --id $ZENODO_ID --publish
 
  
# update metadata and dummy deposit file (file must change or Zenodo will reject the new version)
+
# publish new version (cannot be undone)
sed -i 's/ET_2020_05/ET_2020_11/g;s/Turing/DeWitt-Morette/g'  Definition.md
+
python3 ./zenodo.py --id $ZENODO_ID --publish
python3 ./zenodo.py --sandbox --id $ZENODO_ID --newversion
 
ZENODO_ID=$(python3 ./zenodo.py --sandbox --list | perl -n -e '/(\d*) The Einstein Toolkit/ && print ($1) && exit 0')
 
python3 ./zenodo.py --sandbox --id $ZENODO_ID --deposit Definition.md
 
python3 ./zenodo.py --sandbox --id $ZENODO_ID --upload
 
python3 ./zenodo.py --sandbox --id $ZENODO_ID --publish
 
 
</pre>
 
</pre>
  
Line 103: Line 232:
 
git add Makefile doc/latex/cactus.sty
 
git add Makefile doc/latex/cactus.sty
 
git commit -m 'Cactus: update version in information in Makefile and docs'
 
git commit -m 'Cactus: update version in information in Makefile and docs'
make UsersGuide ReferenceManual MaintGuide
 
 
</pre>
 
</pre>
  
* update wvuthorns/Baikal/doc/documentation.tex and wvuthorns/BaikalETK/doc/documentation.tex with git hash of nrpytutorial used to generate code. The hash is mentioned in the README file. To compare codes, check out https://github.com/zachetienne/nrpytutorial.git at the hash in question and generate using <code>./run_Jupyter_notebook.sh Tutorial-BaikalETK.ipynb</code>. In ET_2020_05 this required forcing python3. The generated code lacks using <code>CCTK_REAL</code> for non-vectorized code, and the order in which finite difference orders are checked and included is timing dependent and thus random.
+
* update wvuthorns/Baikal/doc/documentation.tex and wvuthorns/BaikalETK/doc/documentation.tex with git hash of nrpytutorial used to generate code. The hash is mentioned in the README file (see below for instructions).
  
 
=== regenerate files ===
 
=== regenerate files ===
 
* regenerate McLachlan, WeylScal4, CTThorns, and EinsteinExact from their source with the current version of Kranc by running <code>make -j NJOBS</code> in their respective <code>m</code> directory.
 
* regenerate McLachlan, WeylScal4, CTThorns, and EinsteinExact from their source with the current version of Kranc by running <code>make -j NJOBS</code> in their respective <code>m</code> directory.
* check that BaikalVaccum and Baikal can be regenerated using the nrpytutorial hash lised in their README file using <code>python3 BaikalETK/BaikalETK_main_codegen_driver.py</code>
+
* check that BaikalVaccum and Baikal can be regenerated using the nrpytutorial hash listed in their README file using <code>cd BaikalETK && make</code>
 
* Next run the following script, which  
 
* Next run the following script, which  
 
** generates the Cactus configure script by running <code>autoconf2.13</code> in <code>lib/make</code>
 
** generates the Cactus configure script by running <code>autoconf2.13</code> in <code>lib/make</code>
Line 119: Line 247:
 
autoconf2.13
 
autoconf2.13
 
git add configure  
 
git add configure  
git commit -m 'Cactus: regenerate configure' || true
+
git commit -a -m 'Cactus: regenerate configure' || true
 
cd ../../src/include
 
cd ../../src/include
 
perl cctk_Loop.h.pl
 
perl cctk_Loop.h.pl
git commit -m 'Cactus: cctk_Loop.h' || true
+
git commit -a -m 'Cactus: regenerate cctk_Loop.h' || true
 
cd ../../
 
cd ../../
 
make UsersGuide ReferenceManual MaintGuide
 
make UsersGuide ReferenceManual MaintGuide
 
cd doc
 
cd doc
 
git add MaintGuide.pdf ReferenceManual.pdf UsersGuide.pdf
 
git add MaintGuide.pdf ReferenceManual.pdf UsersGuide.pdf
git commit -m 'Cactus: regenerate documentation' || true
+
git commit -a -m 'Cactus: regenerate documentation' || true
 
</pre>
 
</pre>
  
 
=== create branches ===
 
=== create branches ===
 +
* Important! Before this step, add the new bibtex entry to einsteintoolkit.bib in https://bitbucket.org/einsteintoolkit/manifest.git
 +
** This relies on the bibtex entry from zenodo, so make the zenodo entry first!
 +
** The https://bitbucket.org/einsteintoolkit/manifest.git repo has a script called "utf8ToLaTeX.pl" to fix special characters in people's names
 
* Create release branches for all repositories in the ET
 
* Create release branches for all repositories in the ET
 
** A new ET branch ET_YYYY_MM
 
** A new ET branch ET_YYYY_MM
Line 136: Line 267:
 
** A new Cactus branch Cactus_4.X.0 if in CactusCode
 
** A new Cactus branch Cactus_4.X.0 if in CactusCode
 
** A new Cactus tag Cactus_4.X.0_v0 if in CactusCode
 
** A new Cactus tag Cactus_4.X.0_v0 if in CactusCode
 +
* '''Note''': SelfForce-1D is not automatically downloaded with GetComponents, so the repo can either be manually cloned into the repos directory or the branch and tag can be made and pushed separately from the script
 
<pre>
 
<pre>
 
#!/bin/bash
 
#!/bin/bash
 +
# This script is run from inside the repos directory
 
export ET_RELEASE=ET_XXXX_YY
 
export ET_RELEASE=ET_XXXX_YY
 
export CCTK_VERSION=Cactus_4.X.0
 
export CCTK_VERSION=Cactus_4.X.0
Line 144: Line 277:
 
   cd $repo/..
 
   cd $repo/..
 
   pwd
 
   pwd
   git checkout master
+
   if git branch -a | grep -q origin/$ET_RELEASE ; then
 +
    echo "Already pushed"
 +
    cd - >/dev/null
 +
    continue
 +
  fi
 +
  if ! grep -q 'fetch  *= *[+]refs/heads/[*]' .git/config ; then
 +
    # unshallow in case --no-shallow was not passed to GetComponents
 +
    git fetch --unshallow
 +
    git config remote.origin.fetch "+refs/heads/*:refs/remotes/origin/*"
 +
    git fetch origin
 +
  fi
 +
  repo_name=$(basename $PWD)
 
   git checkout -b $ET_RELEASE
 
   git checkout -b $ET_RELEASE
   if [ $(basename $PWD) = manifest ] ; then
+
   if [ $repo_name = manifest ] ; then
 
     sed -i "/!DEFINE  *COMPONENTLIST_TARGET/a \\\\n!DEFINE ET_RELEASE = $ET_RELEASE" einsteintoolkit.th
 
     sed -i "/!DEFINE  *COMPONENTLIST_TARGET/a \\\\n!DEFINE ET_RELEASE = $ET_RELEASE" einsteintoolkit.th
     sed -i '/!URL/a \!REPO_BRANCH = ET_RELEASE' einsteintoolkit.th
+
     sed -i '/!URL/a \!REPO_BRANCH = $ET_RELEASE' einsteintoolkit.th
 
     sed -i 's!/trunk!/branches/$ET_RELEASE!' einsteintoolkit.th
 
     sed -i 's!/trunk!/branches/$ET_RELEASE!' einsteintoolkit.th
 
     git add einsteintoolkit.th
 
     git add einsteintoolkit.th
Line 164: Line 308:
 
done
 
done
 
</pre>
 
</pre>
* Create a release branch in master git repo at https://bitbucket.org/einsteintoolkit/einsteintoolkit via:
 
<pre>
 
export ET_RELEASE=ET_XXXX_YY
 
git checkout -b $ET_RELEASE
 
sed -i "s/master/$ET_RELEASE/" .gitmodules
 
git add .gitmodules
 
git submodule foreach bash -c "git fetch origin '+refs/heads/*:refs/remotes/origin/*'; git checkout origin/$ET_RELEASE"
 
git commit -am "Create release branch for $ET_RELEASE"
 
</pre>
 
* update branch mentioned in https://build-test.barrywardell.net/job/EinsteinToolkitReleased/configure and trigger a build
 
 
* create a new version and milestone on https://bitbucket.org/einsteintoolkit/tickets/admin/issues/versions and https://bitbucket.org/einsteintoolkit/tickets/admin/issues/milestones
 
* create a new version and milestone on https://bitbucket.org/einsteintoolkit/tickets/admin/issues/versions and https://bitbucket.org/einsteintoolkit/tickets/admin/issues/milestones
  
Line 181: Line 315:
  
 
* Update main ET web site (update version numbers, urls), searching for <code>ET_YYYY_MM</code> finds them all
 
* Update main ET web site (update version numbers, urls), searching for <code>ET_YYYY_MM</code> finds them all
<pre>
+
<pre id="update-et-website">
 
#!/bin/bash
 
#!/bin/bash
  
 
set -e -x
 
set -e -x
 +
 +
export EDITOR=vim
  
 
export ET_RELEASE=ET_2020_05
 
export ET_RELEASE=ET_2020_05
Line 191: Line 327:
 
export ET_RELEASE_CODENAME=Turing
 
export ET_RELEASE_CODENAME=Turing
 
export PREVIOUS_ET_RELEASE_CODENAME=Mayer
 
export PREVIOUS_ET_RELEASE_CODENAME=Mayer
 +
export ET_RELEASE_CODENAME_FULL="Alan Turing"
  
 
export ET_RELEASE_URL="https://en.wikipedia.org/wiki/Alan_Turing"
 
export ET_RELEASE_URL="https://en.wikipedia.org/wiki/Alan_Turing"
Line 196: Line 333:
  
 
export ET_RELEASE_DATE="May 31st, 2020"
 
export ET_RELEASE_DATE="May 31st, 2020"
 +
export ET_RELEASE_DATE_ISO=2020-05-31
  
ALL_FILES=$(git grep -l "\($PREVIOUS_ET_RELEASE\|$PREVIOUS_ET_RELEASE_CODENAME\)"  | grep -v 'about/releases/' | grep -vF past-releases.html | grep -vF publications/2013_MHD/index.php | grep -vF mp.html)  
+
ALL_FILES=$(git grep -l "\($PREVIOUS_ET_RELEASE\|$PREVIOUS_ET_RELEASE_CODENAME\)"  | grep -v 'about/releases/' | grep -vF past-releases.html | grep -vF publications/2013_MHD/index.php | grep -vF developers. | grep -vF members.txt | grep -vF mp.html)  
  
 
# update URL first since it tends to include the release codename
 
# update URL first since it tends to include the release codename
Line 210: Line 348:
  
 
# update past reelases, mark this one as most recent
 
# update past reelases, mark this one as most recent
$EDITOR past-releases.html
+
# TODO: use something other than sed for this
 +
sed -i -e '/List of Einstein Toolkit releases:/{n;b add_release}' -e 'b end' -e ':add_release;a\
 +
          <li>'$ET_RELEASE' "'"$ET_RELEASE_CODENAME_FULL"'", <a href="about/releases/'$ET_RELEASE'_announcement.html">released '$ET_RELEASE_DATE_ISO'</a>\
 +
          </li>' -e ':end' past-releases.html
  
 
# add news item to front page
 
# add news item to front page
Line 219: Line 360:
 
git add $ALL_FILES past-releases.html download.html index.html
 
git add $ALL_FILES past-releases.html download.html index.html
 
git commit -m "update to $ET_RELEASE"
 
git commit -m "update to $ET_RELEASE"
</pre>
+
 
 +
echo 'Use git show and git commit --amend to correct mistakes'
 +
<pre>
 
:* Update simfactory.org https://svn.cct.lsu.edu/repos/numrel/simfactory2/www/
 
:* Update simfactory.org https://svn.cct.lsu.edu/repos/numrel/simfactory2/www/
 
<pre>
 
<pre>
Line 226: Line 369:
 
:* update CactusTutorial.ipynb in https://github.com:nds-org/jupyter-et.git
 
:* update CactusTutorial.ipynb in https://github.com:nds-org/jupyter-et.git
 
<pre>
 
<pre>
 +
export KUIBIT_RELEASE=...
 
sed -i "s/$PREVIOUS_ET_RELEASE/$ET_RELEASE/g" CactusTutorial.ipynb
 
sed -i "s/$PREVIOUS_ET_RELEASE/$ET_RELEASE/g" CactusTutorial.ipynb
 +
sed -i "s/kuibit==[0-9.]*/kuibit==$KUIBIT_RELEASE/" CactusTutorial.ipynb
 
</pre>
 
</pre>
::*log into etkhub.ndslabs.org, pull the repo, and rebuild the docker image
+
 
* To update cactuscode.org: <code>git clone git@github.com:EinsteinToolkit/cactuscode.org.git</code>
+
From the https://github.com/nds-org/jupyter-et repo, do the following
** affected by SSL issue in: https://svn.cactuscode.org/www
+
<pre id="update-tutorial-image">
<pre>
+
cd tutorial-server
#/bin/bash
+
sed -i "s/ENV ET_RELEASE.*/ENV ET_RELEASE ${ET_RELEASE}/" base.docker
 +
sed -i "s/ENV KUIBIT_RELEASE.*/ENV KUIBIT_RELEASE ${KUIBIT_RELEASE}/" base.docker
 +
git add base.docker
 +
git commit -m "All changes for the $ET_RELEASE release"
 +
touch variables.env
 +
docker-compose -f docker-compose.base.yml build --no-cache --pull 2>&1 | tee docker-compose.base.log
 +
docker-compose -f docker-compose.base.yml push
 +
for c in notebook cilogon cyol ; do
 +
    docker-compose -f docker-compose.$c.yml build 2>&1 | tee docker-compose.$c.log
 +
    docker-compose -f docker-compose.$c.yml push
 +
done
 +
</pre>
 +
The tutorial server at https://etk.cct.lsu.edu checks for a new image once a day.
 +
 
 +
* To update cactuscode.org: <code>git clone git@github.com:EinsteinToolkit/www.cactuscode.org.git</code>
 +
<pre id="update-cactuscode">
 +
#!/bin/bash
  
 
set -e -x
 
set -e -x
  
PREVIOUS_ET_RELEASE=ET_2020_05
+
PREVIOUS_ET_RELEASE=ET_2021_11
ET_RELEASE=ET_2020_11
+
ET_RELEASE=ET_2022_05
 +
 
 +
PREVIOUS_ET_ITER=twenty-third
 +
ET_ITER=twenty-fourth
 +
 
 +
PREVIOUS_CACTUS_VERSION=4.11.0
 +
CACTUS_VERSION=4.12.0
  
PREVIOUS_CACTUS_VERSION=4.8.0
+
PREVIOUS_ET_WIKIPEDIA="Katherine_Johnson"
CACTUS_VERSION=4.9.0
+
ET_WIKIPEDIA="Bernhard_Riemann"
  
PREVIOUS_ET_WIKIPEDIA="Alan_Turing"
+
PREVIOUS_ET_NAME="Johnson"
ET_WIKIPEDIA="Cécile_DeWitt-Morette"
+
ET_NAME="Riemann"
  
PREVIOUS_ET_NAME="Turing"
 
ET_NAME="DeWitt-Morette"
 
  
 
ET_DATE="$(date +"%B %d, %Y")"
 
ET_DATE="$(date +"%B %d, %Y")"
Line 253: Line 418:
 
cd media/news
 
cd media/news
  
cp -a $PREVIOUS_ET_RELEASE $ET_RELEASE
+
# keep the mkdir below to so that it fails if the output directories already
 +
# exist
 +
 
 +
mkdir $ET_RELEASE
 +
cp -a $PREVIOUS_ET_RELEASE/* $ET_RELEASE/
 
sed -i "s!/$PREVIOUS_ET_WIKIPEDIA!/$ET_WIKIPEDIA!g" $ET_RELEASE/index.md
 
sed -i "s!/$PREVIOUS_ET_WIKIPEDIA!/$ET_WIKIPEDIA!g" $ET_RELEASE/index.md
 
sed -i "s!$PREVIOUS_ET_NAME!$ET_NAME!g" $ET_RELEASE/index.md
 
sed -i "s!$PREVIOUS_ET_NAME!$ET_NAME!g" $ET_RELEASE/index.md
 +
sed -i "s!$PREVIOUS_ET_ITER!$ET_ITER!g" $ET_RELEASE/index.md
 
sed -i "s!^### .*!### $ET_DATE $AUTHOR!" $ET_RELEASE/index.md
 
sed -i "s!^### .*!### $ET_DATE $AUTHOR!" $ET_RELEASE/index.md
  
cp -a cactus_$PREVIOUS_CACTUS_VERSION cactus_$CACTUS_VERSION
+
mkdir cactus_$CACTUS_VERSION
 +
cp -a cactus_$PREVIOUS_CACTUS_VERSION/* cactus_$CACTUS_VERSION/
 
sed -i "s!${PREVIOUS_CACTUS_VERSION//./[.]}!$CACTUS_VERSION!g;" cactus_$CACTUS_VERSION/index.md
 
sed -i "s!${PREVIOUS_CACTUS_VERSION//./[.]}!$CACTUS_VERSION!g;" cactus_$CACTUS_VERSION/index.md
 
sed -i "s!/$PREVIOUS_ET_WIKIPEDIA!/$ET_WIKIPEDIA!g" cactus_$CACTUS_VERSION/index.md
 
sed -i "s!/$PREVIOUS_ET_WIKIPEDIA!/$ET_WIKIPEDIA!g" cactus_$CACTUS_VERSION/index.md
Line 274: Line 445:
 
$NEWS
 
$NEWS
 
EOF
 
EOF
 +
 +
git add ../../_data/news.yml git add $ET_RELEASE/index.md cactus_$CACTUS_VERSION/index.md
 +
git commit -m "news: add $ET_RELEASE announcement"
 
</pre>
 
</pre>
* To update simfactory.org: 'svn checkout https://svn.cct.lsu.edu/repos/numrel/simfactory2/www' and modify
 
** need to request write access to repository first
 
** <code>sed -i 's/ET_2019_10/ET_2020_05/' simfactory/download/index.php</code>
 
* once EinsteinToolkitDoc documentation finishes building on Jenkins, use [http://einsteintoolkit.org/update.php trigger] to trigger an update of ET website. The documentation is build once a day and updates the website, so a manual trigger is optional.
 
 
* update Cactus Wikipedia entry https://en.wikipedia.org/wiki/Cactus_Framework
 
* update Cactus Wikipedia entry https://en.wikipedia.org/wiki/Cactus_Framework
  
Line 285: Line 455:
 
* Send the announcement to the release team and maintainers@einsteintoolkit.org to ensure that the email client and/or server does not scramble the text in any way.
 
* Send the announcement to the release team and maintainers@einsteintoolkit.org to ensure that the email client and/or server does not scramble the text in any way.
 
* ANNOUNCE: users@einsteintoolkit.org, news@cactuscode.org, users@cactuscode.org
 
* ANNOUNCE: users@einsteintoolkit.org, news@cactuscode.org, users@cactuscode.org
* ACCNOUNCE: http://hyperspace.uni-frankfurt.de/
+
* ANNOUNCE: http://hyperspace.uni-frankfurt.de/
 
** Keywords used on hyperspace: Einstein Toolkit, numerical relativity, cactus, carpet, software
 
** Keywords used on hyperspace: Einstein Toolkit, numerical relativity, cactus, carpet, software
 
** In the URL section, put the html link.
 
** In the URL section, put the html link.
 
** No manual breaks or non-ascii characters.
 
** No manual breaks or non-ascii characters.
 
** Post as a news item.
 
** Post as a news item.
** must be short enough to be acceptable: compare http://einsteintoolkit.org/about/releases/ET_2020_05_announcement.html and https://hyperspace.uni-frankfurt.de/2020/05/30/the-twentieth-release-of-the-einstein-toolkit/ . The hypersapce editor says that https://hyperspace.uni-frankfurt.de/2020/05/30/the-twentieth-release-of-the-einstein-toolkit/ is now of appropriate length.
+
** must be short enough to be acceptable: compare http://einsteintoolkit.org/about/releases/ET_2020_05_announcement.html and https://hyperspace.uni-frankfurt.de/2020/06/02/the-twentieth-release-of-the-einstein-toolkit-2/ . The hypersapce editor says that https://hyperspace.uni-frankfurt.de/2020/06/02/the-twentieth-release-of-the-einstein-toolkit-2/ is now of appropriate length.
 
 
===On einsteintoolkit.org===
 
* ThornGuide.php is in /www/einstein/www/documentation
 
* It draws on the autogenerated http doc files, which are found here:
 
 
 
  /var/www/einstein/documentation
 
 
 
* Rebuild the website to update docs using https://github.com/stevenrbrandt/et-websites.git
 
 
 
  docker build --no-cache -f etk-website.docker -t stevenrbrandt/etk-website .
 
  docker push stevenrbrandt/etk-website
 
  
 
===Other stuff===
 
===Other stuff===
Line 310: Line 469:
 
   curl -kLO https://raw.githubusercontent.com/gridaphobe/CRL/master/GetComponents
 
   curl -kLO https://raw.githubusercontent.com/gridaphobe/CRL/master/GetComponents
 
   chmod a+x GetComponents
 
   chmod a+x GetComponents
   ./GetComponents --parallel https://bitbucket.org/einsteintoolkit/manifest/raw/master/einsteintoolkit.th
+
   ./GetComponents --no-shallow --parallel https://bitbucket.org/einsteintoolkit/manifest/raw/master/einsteintoolkit.th
  
  
Line 316: Line 475:
 
release:
 
release:
  
  PREVRELEASEMONTH=11
+
<pre>
  PREVRELEASEYEAR=2020
+
#/bin/bash
  FORMAT=oneline
+
PREVRELEASEMONTH=05
  ####
+
PREVRELEASEYEAR=2022
  TAG="ET_${PREVRELEASEYEAR}_${PREVRELEASEMONTH}_v0"
+
FORMAT="%h %ae %an: %s"
  DATE="${PREVRELEASEMONTH}/01/${PREVRELEASEYEAR}"
+
####
  for i in repos/*/.git
+
TAG="ET_${PREVRELEASEYEAR}_${PREVRELEASEMONTH}_v0"
  do
+
DATE="${PREVRELEASEMONTH}/01/${PREVRELEASEYEAR}"
    export GIT_DIR=$i
+
for i in repos/*/.git
    echo "CHANGES FOR $(dirname $i)"
+
do
    git fetch --tags 1>/dev/null 2>/dev/null
+
  export GIT_DIR=$i
    git log ${TAG}..master --format=$FORMAT 2>/dev/null
+
  DEFAULT_BRANCH=$(git symbolic-ref refs/remotes/origin/HEAD | sed 's@^refs/remotes/origin/@@')
    E=$?
+
  echo "CHANGES FOR $(dirname $i)"
    if [ $E != 0 ]
+
  git fetch --tags 1>/dev/null 2>/dev/null
    then
+
  git log --format="$FORMAT" ${TAG}..${DEFAULT_BRANCH} -- 2>/dev/null
      echo " >> TAG ${TAG} missing for repo, using date."
+
  E=$?
      git log $(git rev-list -n 1 --before="${DATE} 00:00" master)..master --format=$FORMAT
+
  if [ $E != 0 ]
    fi
+
  then
  done
+
    echo " >> TAG ${TAG} missing for repo, using date."
 +
    git log --format="$FORMAT" $(git rev-list -n 1 --before="${DATE} 00:00" ${DEFAULT_BRANCH})..${DEFAULT_BRANCH} --
 +
  fi
 +
done
 +
</pre>
  
 
Note that when analyzing the output from the *nrpytutorial/* repo, you'll need to be careful to only check for changes to NRPyPN; all other changes are not ET related.
 
Note that when analyzing the output from the *nrpytutorial/* repo, you'll need to be careful to only check for changes to NRPyPN; all other changes are not ET related.
  
==== creating release branches (outdated version control systems) ====
+
This misses changes in subversion repositories, currently only in <code>ExternalLibraries</code> which can be queried manually using <code>svn log</code> and usually contain very few changes.
** svn: <nowiki>svn copy https://<repository-server>/<repository-path>/trunk https://<repository-server>/<repository-path>/branches/ET_2011_05</nowiki>
+
 
** darcs: clone the repository, appending a suffix to the name
+
This misses new repositories (or at best only considers recent changes to them).
** git: git checkout -b ET_2011_05 ; git push --set-upstream origin ET_2011_05
+
 
 +
=== Emails to send to contributors and gallery runners ===
 +
 
 +
==== Contributors ====
 +
<blockquote>
 +
Dear $CONTRIBUTOR,
 +
 
 +
In preparation for the upcoming "$RELEASE" release of the Einstein Toolkit I am collecting information about all who contributed to this release of the Einstein Toolkit. All contributors will be listed as authors as shown in this draft
 +
 
 +
https://sandbox.zenodo.org/record/$ZENODO
 +
 
 +
You are shown as a contributor to $CODE in
 +
 
 +
$GIT_COMMIT_HASH_URL
 +
 
 +
Since you therefore contributed to this release, would you agree to be listed as an author in this and all future releases of the Einstein Toolkit?
 +
 
 +
If you agree to be listed I will add the information found here
 +
 
 +
https://www.einsteintoolkit.org/developers.html
 +
 
 +
to Zenodo.
 +
 
 +
Please let me or any of the other maintainers know, no later than $DEADLINE_DATE, if you agree to be included as an author and whether the information shown is correct. If there are additional persons that should be listed as authors, please let myself or one of the other maintainers know soon, so that they can be contacted.
 +
 
 +
Yours,
 +
$YOURNAME
 +
</blockquote>
 +
 
 +
To the main contributor (champion) send a request for citations
 +
 
 +
<blockquote>
 +
Dear $CONTRIBUTOR,,
 +
 
 +
For each component the Einstein Toolkit keeps track of requested ("required") and suggested ("optional") citations that those who use the component should cite.
 +
 
 +
These are listed on:
 +
 
 +
https://www.einsteintoolkit.org/citation.html
 +
 
 +
and auto-generated from the main bibtex file (einsteintoolkit.bib) using the suggested-for and requested-for tags.
 +
 
 +
For you contributions, if you have any, please send me bibtex entries (in SPIRES style, see the beginning of
 +
 
 +
https://bitbucket.org/einsteintoolkit/manifest/raw/master/einsteintoolkit.bib
 +
 
 +
for the desired format) of any requested and suggested citations.
 +
 
 +
Typically we would suggest one requested citation and any number of suggested citations (eg for optional features or secondary citations).
 +
 
 +
Websites and Zenodo DOIs are fine, it does not have to be a published paper (though having a DOI would be good).
 +
 
 +
Yours,
 +
$YOURNAME
 +
</blockquote>
 +
 
 +
==== Release team ====
 +
<blockquote>
 +
Dear $RELEASE_TEAM_MEMBER,
 +
 
 +
in preparation for the upcoming "$RELEASE" release of the Einstein Toolkit I am collecting information about the release team for this release of the Einstein Toolkit. All release team members will be listed as authors in
 +
 
 +
https://sandbox.zenodo.org/record/$ZENODO
 +
 
 +
Since you are a member of the release team, would you agree to be listed as an author in this release of the Einstein Toolkit?
 +
 
 +
If you agree to be listed I will add the information found here
 +
 
 +
https://www.einsteintoolkit.org/developers.html
 +
 
 +
to Zenodo.
 +
 
 +
Please let me or any of the other maintainers know, no later than $DEADLINE_DATE, if you agree to be included as an author and whether the information shown is correct. If there are additional persons that should be listed as authors, please let myself or one of the other maintainers know soon, so that they can be contacted.
 +
 
 +
Yours,
 +
$YOURNAME
 +
</blockquote>

Latest revision as of 18:11, 7 December 2023

Release Process

This page describes the release process in some detail. Getting a release out of the door without embarrassing oversights requires a bit more planning and care than one would like.

Timeline for a release and estimated time required

  1. Form a release coordination team (6 months) (part of ET calls)
    1. a release coordinator
    2. a release coordinator assistant, who may be the release coordinator for the next release
    3. the former release coordinator to help out
    4. test runner(s) who will run the testsuites on the list of supported machines
    5. gallery runners for gallery examples
    6. final list may include others contributing directly to the release process
  2. Come up with release timeline (by translating the last release timeline forward in time), see (5 months) (30 minutes), see https://docs.einsteintoolkit.org/et-docs/Release_Details#Schedule_for_ET_2020_05
    1. Release coordinator needs write access to the following repos (or must arrange all needed changes with a repo maintainer)
      1. https://bitbucket.org/einsteintoolkit
      2. https://github.com/nds-org/jupyter-et.git
      3. https://github.com/einsteintoolkit/simfactory2-www
    2. Frequently remind participants of timeline (part of ET calls)
    3. Begin discussions on the mailing list, reminding people to look at test cases, review patches etc. (5 minutes per week)
  3. Choose features which are going to be included, and those which won't be included (4 months)
    1. ask for review volunteers, assign tasks to people (part of ET calls) e.g. https://docs.einsteintoolkit.org/et-docs/Meeting_agenda#2020-09-10
    2. create tickets for each proposed item on https://trac.einsteintoolkit.org eg. https://bitbucket.org/einsteintoolkit/tickets/issues/2416
    3. Decide on a list of release-critical compute systems eg XSEDE, LCCF, DOE, PRACE: http://einsteintoolkit.org/testsuite_results/index.php
      1. get accounts for test runners
  4. Drive review of thorns for code quality, documentation, test cases (continuously)
    1. Include positively reviewed and voted on items in main ET repositories
    2. Remove new features without reviewer or negatively reviewed from list of new features
    3. Frequently remind participants of timeline
  5. Start testing on release-critical compute systems (2 months) (30 minutes per week per cluster to compile, run, check, upload)
    1. initially test to make sure clusters can still build code
    2. test code as they become positively reviewed (code is present in master before final positive review)
    3. report on test failures
    4. assign found bugs to volunteers
  6. Release preparation I (4 weeks)
    1. Announce feature freeze based on currently positively reviewed components
      1. fix branch to use for kuibit to one of the tagged releases. TODO: add instructions on how to use that branch when creating ET branches
    2. Collect list of new features, newsworthy items, and acknowledgements for release announcement on wiki (there’s a script in the wiki to help with this) (45 minutes)
    3. Create Zenodo item (notes) (1 hour)
      1. Send to maintainers@einsteintoolkit.org for review re typos etc.
      2. Include in "do you want to be included" email to contributors.
    4. Contact contributors and release team about permanent (contributors) and one-off (release team) inclusion in the ET author list (10 minutes of work per author to poke and prod them to respond). Include maintainers@einsteintoolkit.org in cc to have a record.
    5. announce final member list of release team:
  • release coordinator(s)
  • test runner(s)
  • gallery example runner(s)
  • reviewer(s)
  • anyone putting in work specifically for the release
    1. Draft release announcement (1 hour)
      1. send to maintainers@einsteintoolkit.org for review re typos etc.
    2. Announce release date publicly
  1. Release preparation II (1 week), detailed list of items and partial scripts at end of text
    1. Finalize announcement draft (1 hour)
      1. Send to maintainers@einsteintoolkit.org for review re typos etc.
    2. Update einsteintoolkit.bib (https://bitbucket.org/einsteintoolkit/manifest/src/master/) with
      1. Update or add requested and suggested citations for all ET components in thorn list (10 minutes).
      2. Latest release info and DOI (from Zenodo entry above)
      3. move requested-for for main ET cite (Zenodo)
    3. Update version information in Makefile, the documentation tex files and Baikal documentation.tex file (15 minutes)
    4. Regenerate all auto-generated files (30 minutes of work, plus time to wait for Kranc)
    5. Create release branch and tag for all ET codes (30 minutes)
    6. Update websites in a branch (2 hours)
      1. EinsteinToolkit.org (https://docs.einsteintoolkit.org/et-docs/Editing_the_Einstein_Toolkit_website ; be sure to update the main page; then about/releases/ET_202X_YZ_announcement.md; then from that directory run `mk_release_announcements.py ET_202X_YZ_announcement.md` [you'll need to `pip install markdown` for this to work]; then be sure to `git add` and commit the new files.)
      2. CactusCode.org (https://github.com/einsteintoolkit/www.cactuscode.org, see below for a script.
      3. Simfactory.org (https://github.com/einsteintoolkit/simfactory2-www/ make life using https://simfactory.org/update.php)
      4. CactusTutorial.ipynb (https://github.com:nds-org/jupyter-et.git)
      5. update docker image for tutorial server script, but do not yet push
  2. The release (0 days)
    1. make all updated branches live (30 min)
    2. push tutorial server docker image to Dockerhub (only Erik, Steve, Roland, Ian can do so)
    3. announce on users@einsteintoolkit.org, news@cactuscode.org (5 min)
    4. http://hyperspace.uni-frankfurt.de/ based on previous release announcement (15 min)
    5. update Wikipedia Cactus entry https://en.wikipedia.org/wiki/Cactus_Framework (5 min)
    6. Run the testsuite using the release code on all supported machines (30 min per cluster)
    7. Update https://docs.einsteintoolkit.org/et-docs/Release_Process with lessons learned (30 minutes)

Helpful tools and notes

This section collects a handful of useful commands that may become critical to guarantee the quality of the release. The descriptions below are quite technical and intended for the developers and maintainers only.

add gallery runners

Gallery runners should be mentioned in their respective gallery example's ticket and should have the ticket assigned to them. This requires that they are a member of the Einstein Toolkit bitbucket organization.

  • they must be invited to it using their email address on: https://bitbucket.org/einsteintoolkit/workspace/settings/groups
  • they should be made members of the the "All Members" and "gallery runners" groups. The former to be assigned the ticket, the latter to be able to upload files to the website repository and edit the web-pages
  • find the gallery ticket and use the "Edit" button to assign users
  • gallery examples should be run using the "master" branch of the toolkit, that will become the release branch, of manifest and thornlist
  • results should be archived in a tar archive as shown on https://bitbucket.org/einsteintoolkit/www/downloads/ and the archive name should include year, month and day of month YYYYMMDD following the pattern visible in the existing tar files. On macOS make sure to not include __MACOSX a folder. This is most easily achieved by using the command line zip tool and not a GUI tool or Finder (to be verified)
  • some archives are large and special tools are needed to upload them, this is described in the ticket for the example
  • after updating the archive, clone the website repo https://bitbucket.org/einsteintoolkit/www/src, edit the gallery page to point to the new archive file and update the "last run" line. Don't forget to update and add any images and plots you have regenerated. Verify the change by opening the html file in a local browsers. Commit and push to nmaster.

update developers.txt

Inside https://bitbucket.org/einsteintoolkit/www/src/master/ , you will find a developers.txt file, which needs to be updated with any new developers for this release. Any developers who helped with the last release but have not yet contributed code to the Toolkit need to be removed, and likewise any new folks who contributed to this release need to be added.

Here is a script for finding all code contributers to the Einstein Toolkit, ever. You will need this for the release announcement also.

for repo in */.git/.. ; do
      (cd $repo && git shortlog $(git describe --tags --abbrev=0)..HEAD --summary --email) | perl -p -e 's/^\s*\d+\s*//'
done | sort -u

After updating, run

 developers.py

Next, update zenodo.py. It contains the hard-coded information in between the EDIT BELOW and EDIT ABOVE tags.

 release_team = [
   "Zachariah B. Etienne",
   "Roland Haas",
   "Steven R. Brandt",
   "William E. Gabella",
   "Peter Diener",
   "Atul Kedia",
   "Miguel Gracia",
   ...
 ]
 contributers = [
   "Roland Haas",
   "Steven R. Brandt",
   ...
 ]
 et_release = "ET_2021_05"
 et_release_codename = "Lorentz"
 et_description = ...

Publish to the sandbox (following the steps below). Once that is done and reviewed, it can be published without --sandbox.

drafting Zenodo entry

# get Steve Brandt's personal access token for zenodo.org
# create your own personal access token for sandbox.zenodo.org:
# https://sandbox.zenodo.org/account/settings/applications/tokens/new/
export ZENODO_ACCESS=STEVES_ZENODO_ACCESS_TOKEN
export SANDBOX_ZENODO_ACCESS=YOUR_ZENODO_SANDBOX_ACCESS_TOKEN

# note down ID of "Einstein Toolkit" (will change each release)
ZENODO_ID=$(python3 ./zenodo.py --list | perl -n -e '/(\d*) The Einstein Toolkit/ && print ($1) && exit 0')

# This will generate Definition.md and zupload.py (metadata)
python3 ./zenodo.py --id $ZENODO_ID --generate

# recreate current release in sandbox, note that zenodo.py will use
# SANDBOX_ZENODO_ACCESS token and sanbox.zenodo.org when --sandbox is used.
# note down ID of the deposit
ZENODO_SANDBOX_ID=$(python3 ./zenodo.py --sandbox --create zupload.py | perl -n -e '/(\d*) The Einstein Toolkit/ && print ($1) && exit 0')

# publish current release in sandbox
python3 ./zenodo.py --sandbox --id $ZENODO_SANDBOX_ID --deposit Definition.md
python3 ./zenodo.py --sandbox --id $ZENODO_SANDBOX_ID --publish

# now we make the new release

# Edit the lines in zenodo.py that are between the Edit Below/Edit Above comments.
# This includes the release, the code name, the release team, etc.
vi zenodo.py

# This will generate Definition.md and zupload.py (metadata)
rm Definition.md zupload.py
python3 ./zenodo.py --sandbox --id $ZENODO_SANDBOX_ID --generate

# create a new version in sandbox
# and note down its id
ZENODO_SANDBOX_ID=$(python3 ./zenodo.py --sandbox --id $ZENODO_SANDBOX_ID --newversion | perl -n -e '/(\d*) The Einstein Toolkit/ && print ($1) && exit 0')

# upload updated metadata (zenodo.py)
python3 ./zenodo.py --sandbox --id $ZENODO_SANDBOX_ID --upload

# deposit updated dummy file
python3 ./zenodo.py --sandbox --id $ZENODO_SANDBOX_ID --deposit Definition.md
# publish new version (cannot be undone)
python3 ./zenodo.py --sandbox --id $ZENODO_SANDBOX_ID --publish

# create a new version in real Zenodo but *do not* publish (yet)
# and not down its id
ZENODO_ID=$(python3 ./zenodo.py --id $ZENODO_ID --newversion)

echo "Zenodo ID is: $ZENODO_ID."
echo "You MUST write down this ID since I will not be able to retrieve it later"

# generate metadata for actual Zenodo (different DOI!)
rm Definition.md zupload.py
python3 ./zenodo.py --id $ZENODO_ID --generate

# upload updated metadata (zenodo.py)
python3 ./zenodo.py --id $ZENODO_ID --upload

# deposit updated dummy file
python3 ./zenodo.py --id $ZENODO_ID --deposit Definition.md

# re-download and check what we think we deposited
mv Definition.md Definition.md.bak
python3 ./zenodo.py --id $ZENODO_ID --retrieve Definition.md
diff --report-identical-files Definition.md.bak Definition.md

# get reserved DOI to use in bibtex file
python3 ./zenodo.py --id $ZENODO_ID --show-doi

Send the Zenodo entry from the sandbox to maintainers@einsteintoolkit.org for proofreading, include in "do you want to be included" email to contributors.

final Zenodo entry

This replicates the latter steps of the draft to create a new entry on the real Zenodo site. Do so *only* after the draft has been reviewed since it cannot be undone.

export ZENODO_ACCESS=STEVES_ZENODO_ACCESS_TOKEN

# note down ID of newest (topmost) "Einstein Toolkit"
ZENODO_ID=$(python3 ./zenodo.py --list | perl -n -e '/(\d*) The Einstein Toolkit/ && print ($1) && exit 0')

# publish new version (cannot be undone)
python3 ./zenodo.py --id $ZENODO_ID --publish

update version information

  • update version information in flesh/Makefile in the CCTK_VERSION_XXX variables
  • update version information in flesh/doc/latex.sty in the \cactustitlepage command
export CCTK_VERSION=Cactus_4.X.0
CCTK_VERSION_MINOR=$(echo $CCTK_VERSION | cut -f2 -d.)
sed -i "s/CCTK_VERSION_MINOR = .*/CCTK_VERSION_MINOR = $CCTK_VERSION_MINOR/" Makefile
sed -i 's/\\cactustitlepage}\[4\]\[4\..*\]/\\cactustitlepage}[4][4.'$CCTK_VERSION_MINOR']/' doc/latex/cactus.sty
git add Makefile doc/latex/cactus.sty
git commit -m 'Cactus: update version in information in Makefile and docs'
  • update wvuthorns/Baikal/doc/documentation.tex and wvuthorns/BaikalETK/doc/documentation.tex with git hash of nrpytutorial used to generate code. The hash is mentioned in the README file (see below for instructions).

regenerate files

  • regenerate McLachlan, WeylScal4, CTThorns, and EinsteinExact from their source with the current version of Kranc by running make -j NJOBS in their respective m directory.
  • check that BaikalVaccum and Baikal can be regenerated using the nrpytutorial hash listed in their README file using cd BaikalETK && make
  • Next run the following script, which
    • generates the Cactus configure script by running autoconf2.13 in lib/make
    • generates the Cactus loop macros by running perl cctk_Loop.h.pl in src/include
    • generates UsersGuide, ReferenceManual and MaintGuide pdf files by running make UsersGuide ReferenceManual MaintGuide
cd lib/make
autoconf2.13
git add configure 
git commit -a -m 'Cactus: regenerate configure' || true
cd ../../src/include
perl cctk_Loop.h.pl
git commit -a -m 'Cactus: regenerate cctk_Loop.h' || true
cd ../../
make UsersGuide ReferenceManual MaintGuide
cd doc
git add MaintGuide.pdf ReferenceManual.pdf UsersGuide.pdf
git commit -a -m 'Cactus: regenerate documentation' || true

create branches

  • Important! Before this step, add the new bibtex entry to einsteintoolkit.bib in https://bitbucket.org/einsteintoolkit/manifest.git
  • Create release branches for all repositories in the ET
    • A new ET branch ET_YYYY_MM
    • A new ET tag ET_YYYY_MM_v0
    • A new Cactus branch Cactus_4.X.0 if in CactusCode
    • A new Cactus tag Cactus_4.X.0_v0 if in CactusCode
  • Note: SelfForce-1D is not automatically downloaded with GetComponents, so the repo can either be manually cloned into the repos directory or the branch and tag can be made and pushed separately from the script
#!/bin/bash
# This script is run from inside the repos directory
export ET_RELEASE=ET_XXXX_YY
export CCTK_VERSION=Cactus_4.X.0
set -x -e
for repo in */.git ; do
  cd $repo/..
  pwd
  if git branch -a | grep -q origin/$ET_RELEASE ; then
    echo "Already pushed"
    cd - >/dev/null
    continue
  fi
  if ! grep -q 'fetch  *= *[+]refs/heads/[*]' .git/config ; then
    # unshallow in case --no-shallow was not passed to GetComponents
    git fetch --unshallow
    git config remote.origin.fetch "+refs/heads/*:refs/remotes/origin/*"
    git fetch origin
  fi
  repo_name=$(basename $PWD)
  git checkout -b $ET_RELEASE
  if [ $repo_name = manifest ] ; then
    sed -i "/!DEFINE  *COMPONENTLIST_TARGET/a \\\\n!DEFINE ET_RELEASE = $ET_RELEASE" einsteintoolkit.th
    sed -i '/!URL/a \!REPO_BRANCH = $ET_RELEASE' einsteintoolkit.th
    sed -i 's!/trunk!/branches/$ET_RELEASE!' einsteintoolkit.th
    git add einsteintoolkit.th
    git commit -m 'einsteintoolkit.th: use release branch'
  fi
  git tag ${ET_RELEASE}_v0
  git push --tags --set-upstream origin $ET_RELEASE
  if git remote get-url origin | grep cactuscode ; then
    git branch $CCTK_VERSION
    git tag ${CCTK_VERSION}_v0
    git push --tags --set-upstream origin $CCTK_VERSION
  fi
  cd - >/dev/null
  sleep 5 # bitbucket enforces some rate limit on pushes its seems
done

update websites and online documentation

https://docs.einsteintoolkit.org/et-docs/Editing_the_Einstein_Toolkit_website

  • Update main ET web site (update version numbers, urls), searching for ET_YYYY_MM finds them all
#!/bin/bash

set -e -x

export EDITOR=vim

export ET_RELEASE=ET_2020_05
export PREVIOUS_ET_RELEASE=ET_2019_10

export ET_RELEASE_CODENAME=Turing
export PREVIOUS_ET_RELEASE_CODENAME=Mayer
export ET_RELEASE_CODENAME_FULL="Alan Turing"

export ET_RELEASE_URL="https://en.wikipedia.org/wiki/Alan_Turing"
export PREVIOUS_ET_RELEASE_URL="https://en.wikipedia.org/wiki/Maria_Goeppert_Mayer"

export ET_RELEASE_DATE="May 31st, 2020"
export ET_RELEASE_DATE_ISO=2020-05-31

ALL_FILES=$(git grep -l "\($PREVIOUS_ET_RELEASE\|$PREVIOUS_ET_RELEASE_CODENAME\)"  | grep -v 'about/releases/' | grep -vF past-releases.html | grep -vF publications/2013_MHD/index.php | grep -vF developers. | grep -vF members.txt | grep -vF mp.html) 

# update URL first since it tends to include the release codename
sed -i "s!$PREVIOUS_ET_RELEASE_URL!$ET_RELEASE_URL!g" index.html

# update release names
sed -i "s/$PREVIOUS_ET_RELEASE/$ET_RELEASE/g" $ALL_FILES
sed -i "s/$PREVIOUS_ET_RELEASE_CODENAME/$ET_RELEASE_CODENAME/g" $ALL_FILES

# release date
sed -i "s/[(]released on [^)]*[)]/(released on $ET_RELEASE_DATE)/g" download.html

# update past reelases, mark this one as most recent
# TODO: use something other than sed for this
sed -i -e '/List of Einstein Toolkit releases:/{n;b add_release}' -e 'b end' -e ':add_release;a\
          <li>'$ET_RELEASE' "'"$ET_RELEASE_CODENAME_FULL"'", <a href="about/releases/'$ET_RELEASE'_announcement.html">released '$ET_RELEASE_DATE_ISO'</a>\
          </li>' -e ':end' past-releases.html

# add news item to front page
$EDITOR index.html

git diff

git add $ALL_FILES past-releases.html download.html index.html
git commit -m "update to $ET_RELEASE"

echo 'Use git show and git commit --amend to correct mistakes'
<pre>
:* Update simfactory.org https://svn.cct.lsu.edu/repos/numrel/simfactory2/www/
<pre>
sed -i "s/$PREVIOUS_ET_RELEASE/$ET_RELEASE/g" simfactory/download/index.php
export KUIBIT_RELEASE=...
sed -i "s/$PREVIOUS_ET_RELEASE/$ET_RELEASE/g" CactusTutorial.ipynb
sed -i "s/kuibit==[0-9.]*/kuibit==$KUIBIT_RELEASE/" CactusTutorial.ipynb

From the https://github.com/nds-org/jupyter-et repo, do the following

cd tutorial-server
sed -i "s/ENV ET_RELEASE.*/ENV ET_RELEASE ${ET_RELEASE}/" base.docker
sed -i "s/ENV KUIBIT_RELEASE.*/ENV KUIBIT_RELEASE ${KUIBIT_RELEASE}/" base.docker
git add base.docker
git commit -m "All changes for the $ET_RELEASE release"
touch variables.env
docker-compose -f docker-compose.base.yml build --no-cache --pull 2>&1 | tee docker-compose.base.log
docker-compose -f docker-compose.base.yml push
for c in notebook cilogon cyol ; do
    docker-compose -f docker-compose.$c.yml build 2>&1 | tee docker-compose.$c.log
    docker-compose -f docker-compose.$c.yml push
done

The tutorial server at https://etk.cct.lsu.edu checks for a new image once a day.

  • To update cactuscode.org: git clone git@github.com:EinsteinToolkit/www.cactuscode.org.git
#!/bin/bash

set -e -x

PREVIOUS_ET_RELEASE=ET_2021_11
ET_RELEASE=ET_2022_05

PREVIOUS_ET_ITER=twenty-third
ET_ITER=twenty-fourth

PREVIOUS_CACTUS_VERSION=4.11.0
CACTUS_VERSION=4.12.0

PREVIOUS_ET_WIKIPEDIA="Katherine_Johnson"
ET_WIKIPEDIA="Bernhard_Riemann"

PREVIOUS_ET_NAME="Johnson"
ET_NAME="Riemann"


ET_DATE="$(date +"%B %d, %Y")"
AUTHOR="$(git config --get user.name)"

cd media/news

# keep the mkdir below to so that it fails if the output directories already
# exist

mkdir $ET_RELEASE
cp -a $PREVIOUS_ET_RELEASE/* $ET_RELEASE/
sed -i "s!/$PREVIOUS_ET_WIKIPEDIA!/$ET_WIKIPEDIA!g" $ET_RELEASE/index.md
sed -i "s!$PREVIOUS_ET_NAME!$ET_NAME!g" $ET_RELEASE/index.md
sed -i "s!$PREVIOUS_ET_ITER!$ET_ITER!g" $ET_RELEASE/index.md
sed -i "s!^### .*!### $ET_DATE $AUTHOR!" $ET_RELEASE/index.md

mkdir cactus_$CACTUS_VERSION
cp -a cactus_$PREVIOUS_CACTUS_VERSION/* cactus_$CACTUS_VERSION/
sed -i "s!${PREVIOUS_CACTUS_VERSION//./[.]}!$CACTUS_VERSION!g;" cactus_$CACTUS_VERSION/index.md
sed -i "s!/$PREVIOUS_ET_WIKIPEDIA!/$ET_WIKIPEDIA!g" cactus_$CACTUS_VERSION/index.md
sed -i "s!$PREVIOUS_ET_NAME!$ET_NAME!g" cactus_$CACTUS_VERSION/index.md
sed -i "s!^### .*!### $ET_DATE $AUTHOR!" cactus_$CACTUS_VERSION/index.md

NEWS="$(<../../_data/news.yml)"
cat >../../_data/news.yml <<EOF
- date: "$ET_DATE"
  link: "$ET_RELEASE/index.html"
  title: 'Einstein Toolkit "$ET_NAME" Release'
- date: "$ET_DATE"
  link: "cactus_$CACTUS_VERSION/index.html"
  title: 'Cactus $CACTUS_VERSION Release'
$NEWS
EOF

git add ../../_data/news.yml git add $ET_RELEASE/index.md cactus_$CACTUS_VERSION/index.md
git commit -m "news: add $ET_RELEASE announcement"

release anouncement issues

Other stuff

Changes to announce

First grab the latest dev version:

 curl -kLO https://raw.githubusercontent.com/gridaphobe/CRL/master/GetComponents
 chmod a+x GetComponents
 ./GetComponents --no-shallow --parallel https://bitbucket.org/einsteintoolkit/manifest/raw/master/einsteintoolkit.th


Then in that directory, the following script may be helpful in figuring out what has changed since the last release:

#/bin/bash
PREVRELEASEMONTH=05
PREVRELEASEYEAR=2022
FORMAT="%h %ae %an: %s"
####
TAG="ET_${PREVRELEASEYEAR}_${PREVRELEASEMONTH}_v0"
DATE="${PREVRELEASEMONTH}/01/${PREVRELEASEYEAR}"
for i in repos/*/.git
do
  export GIT_DIR=$i
  DEFAULT_BRANCH=$(git symbolic-ref refs/remotes/origin/HEAD | sed 's@^refs/remotes/origin/@@')
  echo "CHANGES FOR $(dirname $i)"
  git fetch --tags 1>/dev/null 2>/dev/null
  git log --format="$FORMAT" ${TAG}..${DEFAULT_BRANCH} -- 2>/dev/null
  E=$?
  if [ $E != 0 ]
  then
    echo " >> TAG ${TAG} missing for repo, using date."
    git log --format="$FORMAT" $(git rev-list -n 1 --before="${DATE} 00:00" ${DEFAULT_BRANCH})..${DEFAULT_BRANCH} --
  fi
done

Note that when analyzing the output from the *nrpytutorial/* repo, you'll need to be careful to only check for changes to NRPyPN; all other changes are not ET related.

This misses changes in subversion repositories, currently only in ExternalLibraries which can be queried manually using svn log and usually contain very few changes.

This misses new repositories (or at best only considers recent changes to them).

Emails to send to contributors and gallery runners

Contributors

Dear $CONTRIBUTOR,

In preparation for the upcoming "$RELEASE" release of the Einstein Toolkit I am collecting information about all who contributed to this release of the Einstein Toolkit. All contributors will be listed as authors as shown in this draft

https://sandbox.zenodo.org/record/$ZENODO

You are shown as a contributor to $CODE in

$GIT_COMMIT_HASH_URL

Since you therefore contributed to this release, would you agree to be listed as an author in this and all future releases of the Einstein Toolkit?

If you agree to be listed I will add the information found here

https://www.einsteintoolkit.org/developers.html

to Zenodo.

Please let me or any of the other maintainers know, no later than $DEADLINE_DATE, if you agree to be included as an author and whether the information shown is correct. If there are additional persons that should be listed as authors, please let myself or one of the other maintainers know soon, so that they can be contacted.

Yours, $YOURNAME

To the main contributor (champion) send a request for citations

Dear $CONTRIBUTOR,,

For each component the Einstein Toolkit keeps track of requested ("required") and suggested ("optional") citations that those who use the component should cite.

These are listed on:

https://www.einsteintoolkit.org/citation.html

and auto-generated from the main bibtex file (einsteintoolkit.bib) using the suggested-for and requested-for tags.

For you contributions, if you have any, please send me bibtex entries (in SPIRES style, see the beginning of

https://bitbucket.org/einsteintoolkit/manifest/raw/master/einsteintoolkit.bib

for the desired format) of any requested and suggested citations.

Typically we would suggest one requested citation and any number of suggested citations (eg for optional features or secondary citations).

Websites and Zenodo DOIs are fine, it does not have to be a published paper (though having a DOI would be good).

Yours, $YOURNAME

Release team

Dear $RELEASE_TEAM_MEMBER,

in preparation for the upcoming "$RELEASE" release of the Einstein Toolkit I am collecting information about the release team for this release of the Einstein Toolkit. All release team members will be listed as authors in

https://sandbox.zenodo.org/record/$ZENODO

Since you are a member of the release team, would you agree to be listed as an author in this release of the Einstein Toolkit?

If you agree to be listed I will add the information found here

https://www.einsteintoolkit.org/developers.html

to Zenodo.

Please let me or any of the other maintainers know, no later than $DEADLINE_DATE, if you agree to be included as an author and whether the information shown is correct. If there are additional persons that should be listed as authors, please let myself or one of the other maintainers know soon, so that they can be contacted.

Yours, $YOURNAME