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docs/policy/release.md
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# Release Policy
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**Base Policy Version:** 0.1.0
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**Last Updated**: 2026-09-06
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## Base Policy Template
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This document is the base template for the canonical release policy.
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Repositories that implement this policy should:
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1. Retain the substantive requirements of this policy unless a documented
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repository constraint requires an exception;
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2. Define the repository-specific release procedure, validation commands,
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supported deliverables, and verification commands in `docs/release.md`;
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3. Ensure that every document and script required by the adopted policy and
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procedure is present on the filesystem;
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4. Add stricter repository-specific requirements where the product, delivery
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channels, or threat model require them;
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5. Record every exception under `Policy Exceptions`, including its rationale
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and compensating controls;
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6. Update the `Last Updated` field to the current date; and
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7. Remove this heading (`Base Policy Template`) and the associated text.
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The base policy is a standard, not a collection of optional recommendations.
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An implementing repository should customize its release mechanics without
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silently weakening the common integrity, validation, documentation,
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verification, or immutability guarantees below.
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## Purpose
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This policy defines the minimum requirements for selecting, validating,
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publishing, verifying, and correcting releases. Its goal is to make every
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release intentional, reproducible from an exact source revision, documented
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for consumers, and safe from retrospective replacement.
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The repository-specific commands that implement these requirements belong in
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`docs/release.md`. Historical release summaries belong in `docs/releases/`.
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Neither document may weaken this policy.
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## Release Model
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A release consists of:
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- one exact source commit reachable from the repository's primary branch;
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- one immutable version tag identifying that commit;
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- one version-matched, checked-in release note; and
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- every artifact, image, package, registry entry, or other deliverable the
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repository declares for that release.
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The repository's primary branch is `main` unless an adopted policy documents
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an exception. A release candidate must be committed and pushed to that branch
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before its release tag is published.
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The source tag is the authoritative release identity. Published deliverables
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must be traceable to the tagged source and must agree with its version. A
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repository may publish source only. When it publishes additional deliverables,
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its release procedure must enumerate them and define how each is built,
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identified, published, and verified.
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Release automation may validate or publish a release only when its exact
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responsibility is documented. Automation must not silently change the source
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candidate, move a published tag, replace a published deliverable, or repair a
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release in place.
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## Versioning And Compatibility
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Stable releases use Semantic Versioning in the form `vMAJOR.MINOR.PATCH`, with
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no leading zeroes. Each version must be unused locally and in every configured
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remote or publication channel before publication begins.
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Unless an adopted policy explicitly supports and defines prereleases,
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prerelease versions are not permitted.
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For releases at or after `v1.0.0`:
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- a major release may make intentional incompatible changes;
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- a minor release may add backward-compatible behavior; and
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- a patch release may make backward-compatible fixes.
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Before `v1.0.0`, a minor release may change a documented public, operational,
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configuration, data, integration, or compatibility contract when the release
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note explains the impact and required consumer action. A patch release must
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not intentionally break those contracts within its minor line.
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A repository with additional compatibility promises must define them in its
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adopted policy or canonical contract documentation. A release note may explain
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a compatibility change, but it must not redefine the current compatibility
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contract.
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## Release Documentation
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Every release made under this policy must include
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`docs/releases/<version>.md` in the tagged source tree. The filename must use
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the complete version tag, and the document must begin with a title containing
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the product name and that exact version.
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Every new release note must contain these sections:
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```markdown
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# <Product> vMAJOR.MINOR.PATCH
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This release ...
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## Summary
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## Compatibility
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## Upgrade
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## Changes
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```
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Use an explicit statement such as "No action required" when a section has no
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substantive content.
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Release notes are immutable historical summaries. They should link to current
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canonical documentation for exact behavior. Every affected canonical document
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must be updated in the same candidate; a release note must not substitute for
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current documentation or defer required documentation changes.
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## Candidate Preparation And Validation
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Each repository must provide one documented release-check command or script
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that exercises the complete set of automated source-candidate gates. The
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repository-specific procedure must state all additional manual gates.
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The required gates are:
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- dependency or module hygiene appropriate to the language and ecosystem;
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- the complete deterministic, offline default test suite;
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- race, concurrency, or equivalent safety checks where the implementation can
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be meaningfully checked for those risks;
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- static analysis and linting used by the repository;
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- production builds for every supported target that can be built in the
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release environment;
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- formatting and whitespace checks;
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- validation of maintained examples, configuration, schemas, generated
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sources, and documentation commands where applicable;
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- review of changed local documentation links;
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- removal of obsolute roadmap documents under `docs/roadmap/` that describe
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completed work included in the release;
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- review for unintended files, generated output, credentials, private data,
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and unrelated changes; and
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- any additional security, compatibility, migration, packaging, or platform
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checks required by the product.
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Unavailable tooling or an inapplicable check must be addressed explicitly in
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the adopted policy or release procedure; it must not disappear silently from
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the candidate gates.
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Run the complete checker while preparing the candidate. Commit the release
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note and all associated code, tests, documentation, and configuration, then
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run the complete checker again against the exact commit intended for release.
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Do not publish a release from uncommitted or unvalidated content.
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## Publication Guards
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Immediately before publication, the maintainer or release automation must
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fetch the current primary branch and tags from the authoritative remote and
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verify all of the following:
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- the version has the required format and is not already published;
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- the current branch is the primary release branch;
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- the worktree and index are clean;
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- the current commit is the recorded, validated candidate;
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- the authoritative remote branch points to that same commit;
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- the matching release note exists in that commit and has the required title
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and sections;
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- all required approvals and automated gates succeeded for that commit; and
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- no local or remote tag already uses the selected version.
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Create the version tag against the guarded commit and verify its target before
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publishing it. Publish only the exact intended ref and deliverables. Broad
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operations such as `git push --tags` are discouraged because they can publish
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unreviewed refs unrelated to the release.
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The repository-specific procedure must make these guards executable or give
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copyable commands for performing them.
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## Immutability And Correction
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Published version tags and published deliverables are immutable. Do not move,
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overwrite, recreate, or delete a published tag. Do not replace an artifact,
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image, package, checksum, signature, provenance statement, or release note
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under an already published version.
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If validation fails before publication, correct the candidate, rerun the
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complete gates, and repeat the publication guards. An unpublished local tag
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may be removed after confirming that it was never published or used by a
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release channel.
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If publication or post-publication verification reveals a defect, leave the
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published release intact. Correct the defect on the primary branch, choose a
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new patch version or other semantically appropriate new version, write a new
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matching release note, and perform the complete release procedure again.
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A distribution channel's supported yank, deprecation, or advisory mechanism
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may warn consumers away from a defective release, but it must not replace that
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release's contents or reuse its version.
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## Repository Release Procedure
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Every adopting repository must maintain `docs/release.md` as the canonical
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maintainer runbook for implementing this policy. It must define, in execution
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order:
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1. maintainer prerequisites and required access;
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2. version selection and compatibility review;
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3. release-note creation;
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4. candidate preparation and the complete validation command;
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5. candidate commit, push, and exact commit recording;
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6. publication guards;
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7. exact tag and deliverable publication commands;
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8. authoritative remote and consumer-facing verification; and
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9. failure handling and correction.
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The procedure should use copyable, fail-fast commands where practical. It must
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name the primary branch, authoritative remote, tag form, published
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deliverables, supported build targets, release automation responsibilities,
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and consumer verification path. It must link to this policy instead of
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restating or redefining its requirements.
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