Version Control Checklist

Steps an engineering team runs to set up a new repository and adopt healthy version-control practices — branch protection, commit hygiene, code review, release tagging, and contributor collaboration.

6 sections 22 steps Collects data
1

Repository Setup

  1. Initialize the repo with README and .gitignore
    • Seed the repo with a README that names the service, owners, and how to run it locally. Use a language-appropriate .gitignore from github/gitignore — committing build artifacts and node_modules is one of the most common rookie mistakes and is painful to undo from history.

  2. Add LICENSE and CODEOWNERS files
    • Pick a license (MIT, Apache 2.0, or proprietary) before any external contributor sees the repo — adding one later requires every prior contributor's sign-off. CODEOWNERS routes review automatically; without it, PRs get stuck waiting for the wrong people.

  3. Set the repository visibility
    • Public repos require contributor-facing files (CONTRIBUTING, CODE_OF_CONDUCT) and a license that permits external use. Private repos skip those but should still capture internal contribution norms.

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  4. Publish CONTRIBUTING and CODE_OF_CONDUCT files
    • For public repos, GitHub surfaces these files in the contribution flow. Use the Contributor Covenant for the code of conduct; the CONTRIBUTING file should describe branching, commit format, and how to run tests locally.

2

Branch Management

  1. Document the branching strategy
    • Pick one model — trunk-based with short-lived feature branches, GitHub Flow, or Git-flow with develop/release branches — and write it into CONTRIBUTING. Mixing models silently is how teams end up with abandoned long-lived branches and merge conflicts that take days to resolve.

  2. Configure branch protection on main
    • Require pull requests, dismiss stale reviews on new commits, require linear history, and block force pushes. Without protection rules, a single git push --force can silently rewrite shared history.

  3. Enable auto-delete of merged branches
    • Turn on the repo setting that deletes head branches after merge. Schedule a monthly prune of stale remote branches older than 90 days — repos with hundreds of dead branches make git branch output unreadable and slow down clones.

3

Commit Practices

  1. Adopt Conventional Commits for messages
    • Use the feat:, fix:, chore:, docs:, refactor: prefix convention. It enables automated CHANGELOG generation (semantic-release, release-please) and makes git log --oneline actually useful during incident triage.

  2. Install pre-commit hooks for secret scanning
    • Wire gitleaks or trufflehog into a pre-commit hook (use the pre-commit framework). Once a secret lands in git history, rotation is necessary but not sufficient — the value lives in every clone forever unless you rewrite history with git-filter-repo or BFG.

  3. Block direct pushes to main
    • Branch protection should reject direct pushes from everyone, including admins (uncheck "allow administrators to bypass"). Every change goes through a PR — this is the audit trail SOC 2 change-management controls require.

4

Code Review and Merging

  1. Require CODEOWNERS approval on protected paths
    • Map sensitive directories (auth, billing, infra/, migrations/) to the engineers who actually know them. "LGTM" reviews from people who can't read the diff are how regressions ship; CODEOWNERS routes the right eyes to the right code.

  2. Wire CI status checks as required for merge
    • Mark the lint, type-check, unit-test, and SAST jobs as required status checks. The biggest anti-pattern is letting reviewers merge red because "the test is flaky" — quarantine flaky tests in a separate suite instead.

  3. Enforce a PR size budget
    • Set a soft cap (e.g., 400 lines changed) and ask authors to split larger PRs. Review quality drops sharply past that threshold; reviewers skim and miss real issues. Configure a danger.js or PR-size-labeler bot to warn automatically.

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  4. Pick a merge strategy
    • Squash-and-merge keeps main's history linear and one-commit-per-feature; rebase-and-merge preserves authored commits. Disable the merge-commit option unless you have a reason — merge commits clutter git log on main.

5

Release Management

  1. Tag the release with semantic versioning
    • Use vMAJOR.MINOR.PATCH per semver.org. Bump MAJOR on breaking API changes, MINOR on new features, PATCH on fixes. Sign tags with GPG or sigstore so consumers can verify provenance — increasingly required for SLSA and federal SBOM compliance.

  2. Update the CHANGELOG for this version
    • Follow keepachangelog.com — group entries under Added / Changed / Deprecated / Removed / Fixed / Security. Tools like release-please can generate this from Conventional Commits, but a human should still review wording before publishing.

  3. Cut the release from a dedicated branch or tag
    • Build the artifact from the tagged sha, not from a moving branch. "Deployed from main" is how you end up unable to reproduce a build six months later when chasing a regression.

  4. Run the post-release smoke suite
    • Run the synthetic critical-path checks (auth, checkout, primary read path) against the deployed artifact. If smoke fails, the previous tag's container image must still be in the registry — verify before cutting, not during the rollback.

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  5. Roll back to the previous tag
    • Redeploy the prior signed tag's container image; revert any forward-only DB migration via the documented rollback script. Open a SEV2 incident and file a hotfix branch off the prior tag, not off main.

6

Collaboration and Communication

  1. Wire the repo to Jira or Linear
    • Install the GitHub-Jira or GitHub-Linear integration so commit messages and PR titles containing the issue key auto-link both ways. This is the cheapest audit trail for change management — every shipped commit traces back to an approved ticket.

  2. Publish PR and issue templates
    • Add .github/pull_request_template.md and .github/ISSUE_TEMPLATE/ with prompts for context, testing steps, and rollout plan. Without templates, PR descriptions devolve to one-liners and reviewers waste time asking for the same context every time.

  3. Capture the release announcement link
    • Post the release notes to #engineering and the customer-facing changelog. Record the URL here so support, sales, and the on-call engineer all reference the same source of truth during the post-release watch window.

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