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dash/doc/release-process.md
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Merge pull request #4607 from humbleDasher/dec042021 
Backport 17015, 16397, 15459
2021-12-17 11:04:02 -06:00

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Release Process
====================
* Update translations, see [translation_process.md](https://github.com/dashpay/dash/blob/master/doc/translation_process.md#synchronising-translations).
* Update manpages, see [gen-manpages.sh](https://github.com/dashpay/dash/blob/master/contrib/devtools/README.md#gen-manpagessh).
* Update release candidate version in `configure.ac` (`CLIENT_VERSION_RC`)
Before every minor and major release:
* Update [bips.md](bips.md) to account for changes since the last release.
* Update version in `configure.ac` (don't forget to set `CLIENT_VERSION_IS_RELEASE` to `true`) (don't forget to set `CLIENT_VERSION_RC` to `0`)
* Write release notes (see below)
* Update `src/chainparams.cpp` nMinimumChainWork with information from the getblockchaininfo rpc.
* Update `src/chainparams.cpp` defaultAssumeValid with information from the getblockhash rpc.
- The selected value must not be orphaned so it may be useful to set the value two blocks back from the tip.
- Testnet should be set some tens of thousands back from the tip due to reorgs there.
- This update should be reviewed with a reindex-chainstate with assumevalid=0 to catch any defect
that causes rejection of blocks in the past history.
Before every major release:
* Update hardcoded [seeds](/contrib/seeds/README.md). TODO: Give example PR for Dash
* Update [`src/chainparams.cpp`](/src/chainparams.cpp) m_assumed_blockchain_size and m_assumed_chain_state_size with the current size plus some overhead (see [this](#how-to-calculate-m_assumed_blockchain_size-and-m_assumed_chain_state_size) for information on how to calculate them).
* Update `src/chainparams.cpp` chainTxData with statistics about the transaction count and rate. Use the output of the RPC `getchaintxstats`, see
[this pull request](https://github.com/bitcoin/bitcoin/pull/12270) for an example. Reviewers can verify the results by running `getchaintxstats <window_block_count> <window_last_block_hash>` with the `window_block_count` and `window_last_block_hash` from your output.
* Update version of `contrib/gitian-descriptors/*.yml`: usually one'd want to do this on master after branching off the release - but be sure to at least do it before a new major release
### First time / New builders
If you're using the automated script (found in [contrib/gitian-build.py](/contrib/gitian-build.py)), then at this point you should run it with the "--setup" command. Otherwise ignore this.
Check out the source code in the following directory hierarchy.
cd /path/to/your/toplevel/build
git clone https://github.com/dashpay/gitian.sigs.git
git clone https://github.com/dashpay/dash-detached-sigs.git
git clone https://github.com/devrandom/gitian-builder.git
git clone https://github.com/dashpay/dash.git
### Dash Core maintainers/release engineers, suggestion for writing release notes
Write release notes. git shortlog helps a lot, for example:
git shortlog --no-merges v(current version, e.g. 0.12.2)..v(new version, e.g. 0.12.3)
Generate list of authors:
git log --format='- %aN' v(current version, e.g. 0.16.0)..v(new version, e.g. 0.16.1) | sort -fiu
Tag version (or release candidate) in git
git tag -s v(new version, e.g. 0.12.3)
### Setup and perform Gitian builds
If you're using the automated script (found in [contrib/gitian-build.py](/contrib/gitian-build.py)), then at this point you should run it with the "--build" command. Otherwise ignore this.
Setup Gitian descriptors:
pushd ./dash
export SIGNER="(your Gitian key, ie UdjinM6, Pasta, etc)"
export VERSION=(new version, e.g. 0.12.3)
git fetch
git checkout v${VERSION}
popd
Ensure your gitian.sigs are up-to-date if you wish to gverify your builds against other Gitian signatures.
pushd ./gitian.sigs
git pull
popd
Ensure gitian-builder is up-to-date:
pushd ./gitian-builder
git pull
popd
### Fetch and create inputs: (first time, or when dependency versions change)
pushd ./gitian-builder
mkdir -p inputs
wget -O inputs/osslsigncode-2.0.tar.gz https://github.com/mtrojnar/osslsigncode/archive/2.0.tar.gz
echo '5a60e0a4b3e0b4d655317b2f12a810211c50242138322b16e7e01c6fbb89d92f inputs/osslsigncode-2.0.tar.gz' | sha256sum -c
popd
Create the macOS SDK tarball, see the [macOS build instructions](build-osx.md#deterministic-macos-dmg-notes) for details, and copy it into the inputs directory.
### Optional: Seed the Gitian sources cache and offline git repositories
NOTE: Gitian is sometimes unable to download files. If you have errors, try the step below.
By default, Gitian will fetch source files as needed. To cache them ahead of time, make sure you have checked out the tag you want to build in dash, then:
pushd ./gitian-builder
make -C ../dash/depends download SOURCES_PATH=`pwd`/cache/common
popd
Only missing files will be fetched, so this is safe to re-run for each build.
NOTE: Offline builds must use the --url flag to ensure Gitian fetches only from local URLs. For example:
pushd ./gitian-builder
./bin/gbuild --url dash=/path/to/dash,signature=/path/to/sigs {rest of arguments}
popd
The gbuild invocations below <b>DO NOT DO THIS</b> by default.
### Build and sign Dash Core for Linux, Windows, and macOS:
pushd ./gitian-builder
./bin/gbuild --num-make 2 --memory 3000 --commit dash=v${VERSION} ../dash/contrib/gitian-descriptors/gitian-linux.yml
./bin/gsign --signer "$SIGNER" --release ${VERSION}-linux --destination ../gitian.sigs/ ../dash/contrib/gitian-descriptors/gitian-linux.yml
mv build/out/dash-*.tar.gz build/out/src/dash-*.tar.gz ../
./bin/gbuild --num-make 2 --memory 3000 --commit dash=v${VERSION} ../dash/contrib/gitian-descriptors/gitian-win.yml
./bin/gsign --signer "$SIGNER" --release ${VERSION}-win-unsigned --destination ../gitian.sigs/ ../dash/contrib/gitian-descriptors/gitian-win.yml
mv build/out/dash-*-win-unsigned.tar.gz inputs/dash-win-unsigned.tar.gz
mv build/out/dash-*.zip build/out/dash-*.exe ../
./bin/gbuild --num-make 2 --memory 3000 --commit dash=v${VERSION} ../dash/contrib/gitian-descriptors/gitian-osx.yml
./bin/gsign --signer "$SIGNER" --release ${VERSION}-osx-unsigned --destination ../gitian.sigs/ ../dash/contrib/gitian-descriptors/gitian-osx.yml
mv build/out/dash-*-osx-unsigned.tar.gz inputs/dash-osx-unsigned.tar.gz
mv build/out/dash-*.tar.gz build/out/dash-*.dmg ../
popd
Build output expected:
1. source tarball (`dash-${VERSION}.tar.gz`)
2. linux 32-bit and 64-bit dist tarballs (`dash-${VERSION}-linux[32|64].tar.gz`)
3. windows 32-bit and 64-bit unsigned installers and dist zips (`dash-${VERSION}-win[32|64]-setup-unsigned.exe`, `dash-${VERSION}-win[32|64].zip`)
4. macOS unsigned installer and dist tarball (`dash-${VERSION}-osx-unsigned.dmg`, `dash-${VERSION}-osx64.tar.gz`)
5. Gitian signatures (in `gitian.sigs/${VERSION}-<linux|{win,osx}-unsigned>/(your Gitian key)/`)
### Verify other gitian builders signatures to your own. (Optional)
Add other gitian builders keys to your gpg keyring, and/or refresh keys.
gpg --import dash/contrib/gitian-keys/*.pgp
gpg --refresh-keys
Verify the signatures
pushd ./gitian-builder
./bin/gverify -v -d ../gitian.sigs/ -r ${VERSION}-linux ../dash/contrib/gitian-descriptors/gitian-linux.yml
./bin/gverify -v -d ../gitian.sigs/ -r ${VERSION}-win-unsigned ../dash/contrib/gitian-descriptors/gitian-win.yml
./bin/gverify -v -d ../gitian.sigs/ -r ${VERSION}-osx-unsigned ../dash/contrib/gitian-descriptors/gitian-osx.yml
popd
### Next steps:
Commit your signature to gitian.sigs:
pushd gitian.sigs
git add ${VERSION}-linux/"${SIGNER}"
git add ${VERSION}-win-unsigned/"${SIGNER}"
git add ${VERSION}-osx-unsigned/"${SIGNER}"
git commit -a
git push # Assuming you can push to the gitian.sigs tree
popd
Codesigner only: Create Windows/macOS detached signatures:
- Only one person handles codesigning. Everyone else should skip to the next step.
- Only once the Windows/macOS builds each have 3 matching signatures may they be signed with their respective release keys.
Codesigner only: Sign the macOS binary:
transfer dashcore-osx-unsigned.tar.gz to macOS for signing
tar xf dashcore-osx-unsigned.tar.gz
./detached-sig-create.sh -s "Key ID" -o runtime
Enter the keychain password and authorize the signature
Move signature-osx.tar.gz back to the gitian host
Codesigner only: Sign the windows binaries:
tar xf dashcore-win-unsigned.tar.gz
./detached-sig-create.sh -key /path/to/codesign.key
Enter the passphrase for the key when prompted
signature-win.tar.gz will be created
Codesigner only: Commit the detached codesign payloads:
cd ~/dashcore-detached-sigs
checkout the appropriate branch for this release series
rm -rf *
tar xf signature-osx.tar.gz
tar xf signature-win.tar.gz
git add -A
git commit -m "point to ${VERSION}"
git tag -s v${VERSION} HEAD
git push the current branch and new tag
Non-codesigners: wait for Windows/macOS detached signatures:
- Once the Windows/macOS builds each have 3 matching signatures, they will be signed with their respective release keys.
- Detached signatures will then be committed to the [dash-detached-sigs](https://github.com/dashpay/dash-detached-sigs) repository, which can be combined with the unsigned apps to create signed binaries.
Create (and optionally verify) the signed macOS binary:
pushd ./gitian-builder
./bin/gbuild -i --commit signature=v${VERSION} ../dash/contrib/gitian-descriptors/gitian-osx-signer.yml
./bin/gsign --signer "$SIGNER" --release ${VERSION}-osx-signed --destination ../gitian.sigs/ ../dash/contrib/gitian-descriptors/gitian-osx-signer.yml
./bin/gverify -v -d ../gitian.sigs/ -r ${VERSION}-osx-signed ../dash/contrib/gitian-descriptors/gitian-osx-signer.yml
mv build/out/dash-osx-signed.dmg ../dash-${VERSION}-osx.dmg
popd
Create (and optionally verify) the signed Windows binaries:
pushd ./gitian-builder
./bin/gbuild -i --commit signature=v${VERSION} ../dash/contrib/gitian-descriptors/gitian-win-signer.yml
./bin/gsign --signer "$SIGNER" --release ${VERSION}-win-signed --destination ../gitian.sigs/ ../dash/contrib/gitian-descriptors/gitian-win-signer.yml
./bin/gverify -v -d ../gitian.sigs/ -r ${VERSION}-win-signed ../dash/contrib/gitian-descriptors/gitian-win-signer.yml
mv build/out/dash-*win64-setup.exe ../dash-${VERSION}-win64-setup.exe
popd
Commit your signature for the signed macOS/Windows binaries:
pushd gitian.sigs
git add ${VERSION}-osx-signed/"${SIGNER}"
git add ${VERSION}-win-signed/"${SIGNER}"
git commit -m "Add ${SIGNER} ${VERSION} signed binaries signatures"
git push # Assuming you can push to the gitian.sigs tree
popd
### After 3 or more people have gitian-built and their results match:
- Create `SHA256SUMS.asc` for the builds, and GPG-sign it:
```bash
sha256sum * > SHA256SUMS
```
The list of files should be:
```
dash-${VERSION}-aarch64-linux-gnu.tar.gz
dash-${VERSION}-riscv64-linux-gnu.tar.gz
dash-${VERSION}-x86_64-linux-gnu.tar.gz
dash-${VERSION}-osx64.tar.gz
dash-${VERSION}-osx.dmg
dash-${VERSION}.tar.gz
dash-${VERSION}-win64-setup.exe
dash-${VERSION}-win64.zip
```
The `*-debug*` files generated by the Gitian build contain debug symbols
for troubleshooting by developers. It is assumed that anyone that is interested
in debugging can run Gitian to generate the files for themselves. To avoid
end-user confusion about which file to pick, as well as save storage
space *do not upload these to the dash.org server*.
- GPG-sign it, delete the unsigned file:
```
gpg --digest-algo sha256 --clearsign SHA256SUMS # outputs SHA256SUMS.asc
rm SHA256SUMS
```
(the digest algorithm is forced to sha256 to avoid confusion of the `Hash:` header that GPG adds with the SHA256 used for the files)
Note: check that SHA256SUMS itself doesn't end up in SHA256SUMS, which is a spurious/nonsensical entry.
- Upload zips and installers, as well as `SHA256SUMS.asc` from last step, to the dash.org server
- Update dash.org
- Announce the release:
- Release on Dash forum: https://www.dash.org/forum/topic/official-announcements.54/
- Optionally Discord, twitter, reddit /r/Dashpay, ... but this will usually sort out itself
- Notify flare so that he can start building [the PPAs](https://launchpad.net/~dash.org/+archive/ubuntu/dash)
- Archive release notes for the new version to `doc/release-notes/` (branch `master` and branch of the release)
- Create a [new GitHub release](https://github.com/dashpay/dash/releases/new) with a link to the archived release notes.
- Celebrate
### Additional information
#### How to calculate `m_assumed_blockchain_size` and `m_assumed_chain_state_size`
Both variables are used as a guideline for how much space the user needs on their drive in total, not just strictly for the blockchain.
Note that all values should be taken from a **fully synced** node and have an overhead of 5-10% added on top of its base value.
To calculate `m_assumed_blockchain_size`:
- For `mainnet` -> Take the size of the Dash Core data directory, excluding `/regtest` and `/testnet3` directories.
- For `testnet` -> Take the size of the `/testnet3` directory.
To calculate `m_assumed_chain_state_size`:
- For `mainnet` -> Take the size of the `/chainstate` directory.
- For `testnet` -> Take the size of the `/testnet3/chainstate` directory.
Notes:
- When taking the size for `m_assumed_blockchain_size`, there's no need to exclude the `/chainstate` directory since it's a guideline value and an overhead will be added anyway.
- The expected overhead for growth may change over time, so it may not be the same value as last release; pay attention to that when changing the variables.
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