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<img src="" class="logo" alt=""><h1>Packaging checklist for CRAN release</h1>
<small class="dont-index">Source: <a href="https://github.com/apache/arrow/blob/main/r/PACKAGING.md" class="external-link"><code>PACKAGING.md</code></a></small>
</div>
<div id="packaging-checklist-for-cran-release" class="section level1">
<p>For a high-level overview of the release process see the <a href="https://arrow.apache.org/docs/developers/release.html#post-release-tasks" class="external-link">Apache Arrow Release Management Guide</a>.</p>
<div class="section level2">
<h2 id="before-the-release-candidate-is-cut">Before the release candidate is cut<a class="anchor" aria-label="anchor" href="#before-the-release-candidate-is-cut"></a></h2>
<ul class="task-list"><li>
<input type="checkbox" disabled><a href="https://github.com/apache/arrow/issues/new/" class="external-link">Create a GitHub issue</a> entitled <code>[R] CRAN packaging checklist for version X.X.X</code> and copy this checklist to the issue.</li>
<li>
<input type="checkbox" disabled>
Review deprecated functions to advance their deprecation status, including removing preprocessor directives that no longer apply (search for <code>ARROW_VERSION_MAJOR</code> in r/src).</li>
<li>
<input type="checkbox" disabled>
Evaluate the status of any failing <a href="http://crossbow.voltrondata.com" class="external-link">nightly tests and nightly packaging builds</a>. These checks replicate most of the checks that CRAN runs, so we need them all to be passing or to understand that the failures may (though won’t necessarily) result in a rejection from CRAN.</li>
<li>
<input type="checkbox" disabled>
Check <a href="https://cran.rstudio.org/web/checks/check_results_arrow.html" class="external-link">current CRAN check results</a>
</li>
<li>
<input type="checkbox" disabled>
Ensure the contents of the README are accurate and up to date.</li>
<li>
<input type="checkbox" disabled>
Run <code>urlchecker::url_check()</code> on the R directory at the release candidate. commit. Ignore any errors with badges as they will be removed in the CRAN release branch.</li>
<li>
<input type="checkbox" disabled><a href="https://style.tidyverse.org/news.html#news-release" class="external-link">Polish NEWS</a> but do <strong>not</strong> update version numbers (this is done automatically later). You can find commits by, for example, <code>git log --oneline aa057d0..HEAD | grep "\[R\]"</code>
</li>
<li>
<input type="checkbox" disabled>
Run preliminary reverse dependency checks using <code>archery docker run r-revdepcheck</code>.</li>
<li>
<input type="checkbox" disabled>
For major releases, prepare tweet thread highlighting new features.</li>
</ul><p>Wait for the release candidate to be cut:</p>
</div>
<div class="section level2">
<h2 id="after-release-candidate-has-been-cut">After release candidate has been cut<a class="anchor" aria-label="anchor" href="#after-release-candidate-has-been-cut"></a></h2>
<ul class="task-list"><li>
<input type="checkbox" disabled>
Create a CRAN-release branch from the release candidate commit, name the new branch e.g. <code>maint-X.X.X-r</code> and push to upstream</li>
</ul></div>
<div class="section level2">
<h2 id="prepare-and-check-the-targz-that-will-be-released-to-cran">Prepare and check the .tar.gz that will be released to CRAN.<a class="anchor" aria-label="anchor" href="#prepare-and-check-the-targz-that-will-be-released-to-cran"></a></h2>
<ul class="task-list"><li>
<input type="checkbox" disabled><code>git fetch upstream &amp;&amp; git checkout release-X.X.X-rcXX &amp;&amp; git clean -f -d</code>
</li>
<li>
<input type="checkbox" disabled>
Run <code>make build</code>. This copies Arrow C++ into tools/cpp, prunes some unnecessary components, and runs <code>R CMD build</code> to generate the source tarball. Because this will install the package, you will need to ensure that the version of Arrow C++ available to the configure script is the same as the version that is vendored into the R package (e.g., you may need to unset <code>ARROW_HOME</code>).</li>
<li>
<input type="checkbox" disabled><code>devtools::check_built("arrow_X.X.X.tar.gz")</code> locally</li>
<li>
<input type="checkbox" disabled>
Run reverse dependency checks using <code>archery docker run r-revdepcheck</code>.</li>
</ul></div>
<div class="section level2">
<h2 id="release-vote">Release vote<a class="anchor" aria-label="anchor" href="#release-vote"></a></h2>
<ul class="task-list"><li>
<input type="checkbox" disabled>
Release vote passed!</li>
</ul></div>
<div class="section level2">
<h2 id="generate-r-package-to-submit-to-cran">Generate R package to submit to CRAN<a class="anchor" aria-label="anchor" href="#generate-r-package-to-submit-to-cran"></a></h2>
<ul class="task-list"><li>
<input type="checkbox" disabled>
If the release candidate commit updated, rebase the CRAN release branch on that commit.</li>
<li>
<input type="checkbox" disabled>
Pick any commits that were made to main since the release commit that were needed to fix CRAN-related submission issues identified in the above steps.</li>
<li>
<input type="checkbox" disabled>
Remove badges from README.md</li>
<li>
<input type="checkbox" disabled>
Run <code>urlchecker::url_check()</code> on the R directory</li>
<li>
<input type="checkbox" disabled>
Create a PR entitled <code>WIP: [R] Verify CRAN release-10.0.1-rc0</code>. Add a comment <code>@github-actions crossbow submit --group r</code> to run all R crossbow jobs against the CRAN-specific release branch.</li>
<li>
<input type="checkbox" disabled>
Run <code>Rscript tools/update-checksums.R &lt;libarrow version&gt;</code> to download the checksums for the pre-compiled binaries from the ASF artifactory into the tools directory.</li>
<li>
<input type="checkbox" disabled>
Regenerate arrow_X.X.X.tar.gz (i.e., <code>make build</code>)</li>
</ul><p>Ensure linux binary packages are available: - [ ] Ensure linux binaries are available in the artifactory: <a href="https://apache.jfrog.io/ui/repos/tree/General/arrow/r" class="external-link uri">https://apache.jfrog.io/ui/repos/tree/General/arrow/r</a></p>
</div>
<div class="section level2">
<h2 id="check-binary-arrow-c-distributions-specific-to-the-r-package">Check binary Arrow C++ distributions specific to the R package<a class="anchor" aria-label="anchor" href="#check-binary-arrow-c-distributions-specific-to-the-r-package"></a></h2>
<ul class="task-list"><li>
<input type="checkbox" disabled>
Upload the .tar.gz to <a href="https://win-builder.r-project.org/upload.aspx" class="external-link">win-builder</a> (r-devel only) and confirm (with Nic, who will automatically receive an email about the results) that the check is clean. This step cannot be completed before Jeroen has put the binaries in the MinGW repository, i.e. <a href="https://ftp.opencpu.org/rtools/ucrt64/" class="external-link">here</a>, <a href="https://ftp.opencpu.org/rtools/mingw64/" class="external-link">here</a>, and <a href="https://ftp.opencpu.org/rtools/mingw32/" class="external-link">here</a>.</li>
<li>
<input type="checkbox" disabled>
Upload the .tar.gz to <a href="https://mac.r-project.org/macbuilder/submit.html" class="external-link">MacBuilder</a> and confirm that the check is clean</li>
<li>
<input type="checkbox" disabled>
Check <code>install.packages("arrow_X.X.X.tar.gz")</code> on Ubuntu and ensure that the hosted binaries are used</li>
<li>
<input type="checkbox" disabled><code>devtools::check_built("arrow_X.X.X.tar.gz")</code> locally one more time (for luck)</li>
</ul></div>
<div class="section level2">
<h2 id="cran-submission">CRAN submission<a class="anchor" aria-label="anchor" href="#cran-submission"></a></h2>
<ul class="task-list"><li>
<input type="checkbox" disabled>
Upload arrow_X.X.X.tar.gz to the <a href="https://xmpalantir.wu.ac.at/cransubmit/" class="external-link">CRAN submit page</a>
</li>
<li>
<input type="checkbox" disabled>
Confirm the submission email</li>
</ul><p>Wait for CRAN… - [ ] Accepted! - [ ] Tag the tip of the CRAN-specific release branch with <code>r-universe-release</code> - [ ] Add a new line to the matrix in the <a href="https://github.com/apache/arrow/blob/main/dev/tasks/r/github.linux.arrow.version.back.compat.yml" class="external-link">backwards compatability job</a> - [ ] (patch releases only) Update the package version in <code>ci/scripts/PKGBUILD</code>, <code>dev/tasks/homebrew-formulae/autobrew/apache-arrow.rb</code>, <code>r/DESCRIPTION</code>, and <code>r/NEWS.md</code> - [ ] (CRAN-only releases) Rebuild news page with <code><a href="https://pkgdown.r-lib.org/reference/build_news.html" class="external-link">pkgdown::build_news()</a></code> and submit a PR to the asf-site branch of the docs site with the contents of <code>arrow/r/docs/news/index.html</code> replacing the current contents of <code>arrow-site/docs/r/news/index.html</code> - [ ] (CRAN-only releases) Bump the version number in <code>r/pkgdown/assets/versions.json</code>, and update this on the <a href="https://github.com/apache/arrow-site" class="external-link">the <code>asf-site</code> branch of the docs site</a> too. - [ ] Update the packaging checklist template to reflect any new realities of the packaging process. - [ ] Wait for CRAN-hosted binaries on the <a href="https://cran.r-project.org/package=arrow" class="external-link">CRAN package page</a> to reflect the new version - [ ] Tweet!</p>
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