# Open-source release checklist

Use this gate before tagging a release, publishing a container, or merging a
clinic-specific migration branch into the public repository.

## Automated gate

```bash
pnpm verify:oss-release
pnpm install --frozen-lockfile
pnpm type-check
pnpm test
pnpm build
pnpm audit --prod --audit-level high
```

`verify:oss-release` examines only Git-tracked files. It fails when it finds a
private migration handoff artifact, a tracked environment file other than the
public example, a database/archive export, private-key material, or a missing
public setup/security file. It reports only the file and rule; it never prints
the matching value.

## Fresh-machine rehearsal

Run the Quick Start from the public `README.md` in a clean clone with no Vercel,
Supabase, or operator credentials present:

1. Copy `.env.example` to `.env` and replace every placeholder secret
   (`NEXTAUTH_SECRET` from `openssl rand -base64 32`).
2. Start the Docker Compose PostgreSQL and MinIO services with
   `docker compose --env-file .env -f docker/docker-compose.yml up -d postgres minio minio-bootstrap`.
3. Install with the lockfile, migrate, apply RLS, and run the RLS test.
4. Seed the synthetic demonstration clinic.
5. Sign in, search for a synthetic patient, and open a chart.
6. Confirm `/api/health` reports `self-host` mode and no hosted service is
   required.

Never use a clinic backup or vendor export for this rehearsal. Public examples,
screenshots, tests, and issue reports must use synthetic data.

## Human release review

- Confirm the release notes describe schema migrations and rollback limits.
- Review authentication, tenant scoping, recovery-hold, upload, webhook, and
  provider changes as security-sensitive.
- Confirm no clinic name, contact detail, clinical value, tenant identifier,
  migration source value, or operator credential appears in the diff.
- Confirm `SECURITY.md` has a working private reporting channel.
- Confirm the container runs as documented behind HTTPS with a least-privilege
  database role and private object storage.
- Record the tested commit and the clean-clone rehearsal result.