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# Packaging checklist for CRAN release

For a high-level overview of the release process see the
[Apache Arrow Release Management Guide](https://arrow.apache.org/docs/developers/release.html#post-release-tasks).

## Before the release candidate is cut

- [ ] [Create a GitHub issue](https://github.com/apache/arrow/issues/new/) entitled `[R] CRAN packaging checklist for version X.X.X` and copy this checklist to the issue.
- [ ] Evaluate the status of any failing [nightly tests and nightly packaging builds](http://crossbow.voltrondata.com). 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.
- [ ] Check [current CRAN check results](https://cran.rstudio.org/web/checks/check_results_arrow.html)
- [ ] Ensure the contents of the README are accurate and up to date.
- [ ] Run `urlchecker::url_check()` on the R directory at the release candidate.
  commit. Ignore any errors with badges as they will be removed in the CRAN release branch.
- [ ] [Polish NEWS](https://style.tidyverse.org/news.html#news-release) but do **not** update version numbers (this is done automatically later). You can find commits by, for example, `git log --oneline aa057d0..HEAD | grep "\[R\]"`
- [ ] Run preliminary reverse dependency checks using `archery docker run r-revdepcheck`.
- [ ] For major releases, prepare tweet thread highlighting new features.

Wait for the release candidate to be cut:

## After release candidate has been cut

- [ ] Create a CRAN-release branch from the release candidate commit

## Prepare and check the .tar.gz that will be released to CRAN.

- [ ] `git fetch upstream && git checkout release-X.X.X-rcXX && git clean -f -d`
- [ ] Run `make build`. This copies Arrow C++ into tools/cpp, prunes some
  unnecessary components, and runs `R CMD build` 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 `ARROW_HOME`).
- [ ] `devtools::check_built("arrow_X.X.X.tar.gz")` locally
- [ ] Run reverse dependency checks using `archery docker run r-revdepcheck`.

## Release vote

- [ ] Release vote passed!

## Generate R package to submit to CRAN

- [ ] If the release candidate commit updated, rebase the CRAN release branch
  on that commit.
- [ ] 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.
- [ ] Remove badges from README.md
- [ ] Run `urlchecker::url_check()` on the R directory
- [ ] Create a PR entitled `WIP: [R] Verify CRAN release-10.0.1-rc0`. Add
  a comment `@github-actions crossbow submit --group r` to run all R crossbow
  jobs against the CRAN-specific release branch.
- [ ] Run `Rscript tools/update-checksums.R <libarrow version>` to download the checksums for the pre-compiled binaries from the ASF artifactory into the tools directory.
- [ ] Regenerate arrow_X.X.X.tar.gz (i.e., `make build`)

Ensure linux binary packages are available:
- [ ] Ensure linux binaries are available in the artifactory:
  https://apache.jfrog.io/ui/repos/tree/General/arrow/r

## Check binary Arrow C++ distributions specific to the R package

- [ ] Upload the .tar.gz to [win-builder](https://win-builder.r-project.org/upload.aspx) (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. [here](https://ftp.opencpu.org/rtools/ucrt64/), [here](https://ftp.opencpu.org/rtools/mingw64/), and [here](https://ftp.opencpu.org/rtools/mingw32/).
- [ ] Upload the .tar.gz to [MacBuilder](https://mac.r-project.org/macbuilder/submit.html)
  and confirm that the check is clean
- [ ] Check `install.packages("arrow_X.X.X.tar.gz")` on Ubuntu and ensure that the
  hosted binaries are used
- [ ] `devtools::check_built("arrow_X.X.X.tar.gz")` locally one more time (for luck)

## CRAN submission
- [ ] Upload arrow_X.X.X.tar.gz to the
  [CRAN submit page](https://xmpalantir.wu.ac.at/cransubmit/)
- [ ] Confirm the submission email

Wait for CRAN...
- [ ] Accepted!
- [ ] Tag the tip of the CRAN-specific release branch
- [ ] Add a new line to the matrix in the [backwards compatability job](https://github.com/apache/arrow/blob/main/dev/tasks/r/github.linux.arrow.version.back.compat.yml)
- [ ] (patch releases only) Update the package version in `ci/scripts/PKGBUILD`, `dev/tasks/homebrew-formulae/autobrew/apache-arrow.rb`, `r/DESCRIPTION`, and `r/NEWS.md`
- [ ] (CRAN-only releases) Rebuild news page with `pkgdown::build_news()` and submit a PR to the asf-site branch of the docs site with the contents of `arrow/r/docs/news/index.html` replacing the current contents of `arrow-site/docs/r/news/index.html`
- [ ] (CRAN-only releases) Bump the version number in `r/pkgdown/assets/versions.json`, and update this on the [the `asf-site` branch of the docs site](https://github.com/apache/arrow-site) too.
- [ ] Update the packaging checklist template to reflect any new realities of the
  packaging process.
- [ ] Wait for CRAN-hosted binaries on the
  [CRAN package page](https://cran.r-project.org/package=arrow) to reflect the
  new version
- [ ] Tweet!
