dimas-b commented on code in PR #2156:
URL: https://github.com/apache/polaris/pull/2156#discussion_r2276970064


##########
releasey/02-create-release-branch.sh:
##########
@@ -0,0 +1,201 @@
+#!/bin/bash
+#
+# Licensed to the Apache Software Foundation (ASF) under one
+# or more contributor license agreements.  See the NOTICE file
+# distributed with this work for additional information
+# regarding copyright ownership.  The ASF licenses this file
+# to you under the Apache License, Version 2.0 (the
+# "License"); you may not use this file except in compliance
+# with the License.  You may obtain a copy of the License at
+#
+#   http://www.apache.org/licenses/LICENSE-2.0
+#
+# Unless required by applicable law or agreed to in writing,
+# software distributed under the License is distributed on an
+# "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+# KIND, either express or implied.  See the License for the
+# specific language governing permissions and limitations
+# under the License.
+#
+
+#
+# Create Release Branch Script
+#
+# Automates the "Create release branch" section of the release guide.
+# Creates a new release branch and sets the target release version.
+#
+
+set -euo pipefail
+
+releasey_dir="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)"
+LIBS_DIR="${releasey_dir}/libs"
+
+source "${LIBS_DIR}/_log.sh"
+source "${LIBS_DIR}/_constants.sh"
+source "${LIBS_DIR}/_exec.sh"
+source "${LIBS_DIR}/_version.sh"
+
+function usage() {
+  cat << EOF
+$(basename "$0") --version VERSION [--commit GIT_COMMIT] [--recreate] [--help 
| -h]
+
+  Creates a release branch and sets the target release version.
+
+  Behavior:
+  - RC1: Creates the release branch and sets up the version
+  - RC2+: Exits successfully if release branch exists, errors if it doesn't
+
+  Options:
+    --version VERSION
+        The release version in format x.y.z-incubating-rcN where N is the RC 
number
+    --commit GIT_COMMIT
+        The Git commit SHA to create the release branch from. Defaults to 
current HEAD.
+    --recreate
+        Drop the release branch if it already exists and recreate it to the 
new SHA.
+    -h --help
+        Print usage information.
+
+  Examples:
+    $(basename "$0") --version 1.0.0-incubating-rc1 --commit HEAD
+    $(basename "$0") --version 0.1.0-incubating-rc1 --commit abc123def456
+    $(basename "$0") --version 1.0.0-incubating-rc1 --commit HEAD --recreate
+    $(basename "$0") --version 1.0.0-incubating-rc2  # Will exit successfully 
if branch exists
+
+EOF
+}
+
+version=""
+commit="HEAD"
+recreate=false
+
+while [[ $# -gt 0 ]]; do
+  case $1 in
+    --version)
+      if [[ $# -lt 2 ]]; then
+        print_error "Missing argument for --version"
+        usage >&2
+        exit 1
+      fi
+      version="$2"
+      shift 2
+      ;;
+    --commit)
+      if [[ $# -lt 2 ]]; then
+        print_error "Missing argument for --commit"
+        usage >&2
+        exit 1
+      fi
+      commit="$2"
+      shift 2
+      ;;
+    --recreate)
+      recreate=true
+      shift
+      ;;
+    --help|-h)
+      usage
+      exit 0
+      ;;
+    *)
+      print_error "Unknown option/argument $1"
+      usage >&2
+      exit 1
+      ;;
+  esac
+done
+
+# Ensure the version is provided
+if [[ -z ${version} ]]; then
+  print_error "Missing version"
+  usage >&2
+  exit 1
+fi
+
+# Validate that the commit exists
+if ! git rev-parse --verify "${commit}" >/dev/null 2>&1; then
+  print_error "Invalid Git commit: ${commit}"
+  usage >&2
+  exit 1
+fi
+
+# Validate version format: x.y.z-incubating-rcN
+# TODO: Remove incubating when we are a TLP
+if ! validate_and_extract_rc_version "${version}"; then
+  print_error "Invalid version format. Expected: x.y.z-incubating-rcN where 
N>0, got: ${version}"
+  usage >&2
+  exit 1
+fi
+
+# Define polaris_version from extracted components
+polaris_version="${major}.${minor}.${patch}-incubating"
+release_branch="release/${polaris_version}"
+
+# Handle RC > 1 scenarios
+if [[ ${rc_number} -gt 1 ]]; then
+  # Check if release branch already exists
+  if git show-ref --verify --quiet "refs/heads/${release_branch}"; then
+    print_info "RC${rc_number} detected and release branch ${release_branch} 
already exists."
+    print_info "This script only creates release branches for RC1. Nothing to 
do."
+    exit 0
+  else
+    print_error "RC${rc_number} detected but release branch ${release_branch} 
does not exist."
+    exit 1
+  fi
+fi
+
+print_info "Starting release branch creation..."
+print_info "Version: ${version}"
+print_info "Polaris version: ${polaris_version}"
+print_info "From commit: ${commit}"
+echo
+
+# Check if release branch already exists
+if git show-ref --verify --quiet "refs/heads/${release_branch}"; then
+  if [[ "${recreate}" == "true" ]]; then
+    print_info "Release branch ${release_branch} already exists, deleting 
it..."
+    exec_process git branch -D "${release_branch}"
+    if git show-ref --verify --quiet 
"refs/remotes/${APACHE_REMOTE_NAME}/${release_branch}"; then
+      print_info "Deleting remote release branch from ${APACHE_REMOTE_NAME}..."
+      exec_process git push "${APACHE_REMOTE_NAME}" --delete 
"${release_branch}"
+    fi
+  else
+    print_error "Release branch ${release_branch} already exists. Use 
--recreate to delete and recreate it."
+    exit 1
+  fi
+fi
+
+print_info "Checking out commit: ${commit}"
+exec_process git checkout "${commit}"
+
+print_info "Creating release branch: ${release_branch}"
+exec_process git branch "${release_branch}"
+
+print_info "Pushing release branch to ${APACHE_REMOTE_NAME}"
+exec_process git push "${APACHE_REMOTE_NAME}" "${release_branch}" 
--set-upstream
+
+print_info "Checking out release branch"
+exec_process git checkout "${release_branch}"
+
+print_info "Setting version to ${polaris_version} in version.txt"
+update_version "${polaris_version}"
+
+print_info "Committing and pushing version change"
+exec_process git add "$VERSION_FILE" "$HELM_CHART_YAML_FILE" 
"$HELM_README_FILE" "$HELM_VALUES_FILE"
+exec_process git commit -m "[chore] Bump version to ${polaris_version} for 
release"
+exec_process git push
+
+print_info "Updating CHANGELOG.md"
+exec_process cd "${releasey_dir}/.."
+exec_process ./gradlew patchChangelog

Review Comment:
   If there are CHANGELOG.md changes on `main` while the release is in 
progress, then automatically handling the release sub-sections in that file 
will likely lead to conflicts.
   
   If we want to completely automate this process, I'd suggest to identify 
CHANGELOG entries with PR numbers and make custom tooling for generating 
release sub-sections. The tool can use the PR number IDs for reconciling `main` 
and `release` branches... not sure if there's appetite for this :sweat_smile: 
My original idea was to leverage the existing gradle plugin for that, but it 
apparently does not fit the multi-branch use case.



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