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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.
- [ ] Review deprecated functions to advance their deprecation status, including removing preprocessor directives that no longer apply (search for `ARROW_VERSION_MAJOR` in r/src).
- [ ] 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 <sha of last release>..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, name the new branch e.g. `maint-X.X.X-r` and push to upstream

## 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`)

## 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 Jon, who will automatically receive an email about the results) that the check is clean.
- [ ] 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 with `r-universe-release`
- [ ] 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!
  - Use Bryce's [script](https://gist.githubusercontent.com/amoeba/4e26c064d1a0d0227cd8c2260cf0072a/raw/bc0d983152bdde4820de9074d4caee9986624bc5/new_contributors.R) for contributor calculation.
