[WIP] Document the release process for upgrading the contract code for the DAOs

release_process.md

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+# Upgrading Smart Contracts in Sputnik - step-by-step walkthrough
+
+## Background
+
+Sometimes, the code inside a smart contract can change as a result of adding new features or improving existing functionality. When that happens, to take advantage of the new contract code, we must re-deploy the smart contract to the mainnet. This should be done in a very responsible manner, especially in Sputnik, since it contains sensitive information and it has more than $1M Total Value Locked inside the smart contracts.
+
+There are two important concepts you need to know about Sputnik. There is a *mother* called the factory and her *children* called the DAOs.
+- the factory aka *the mother*: it is considered to be the mother of all the DAOs, since it's responsible for creating them. A new child (DAO) is born when calling the `create` method on the mother (factory) contract (check `sputnikdao-factory2/src/lib.rs` for the factory code).
+- the DAOs aka *the children*: once created, they become independent from their mother and they have their own set of rules and policies that help them with self-governance (check `sputnikdao2/src/lib.rs` for the DAO code).
+
+***
+
+## History of Sputnik - Searching through the archives:
+
+### Sputnik V1 smart contracts
+**Factory**: 
+- the factory code can be found inside `sputnikdao-factory/src`
+- the factory code is deployed on mainnet on `sputnikdao.near` account
+- the factory code was deployed on mainnet for the first time on [January 11, 2021 at 2:29:30pm](https://explorer.mainnet.near.org/transactions/Cxx9pPfrc12N79W8oREPYA2b1CwU6JKitXwAem9C4jHB) and the second time on [January 20, 2021 at 1:31:05pm
+](https://explorer.mainnet.near.org/transactions/653FzhtCKrhsxR5nmzHcuP3AnL5eLQYFyhU6tU4qMydg)
+- the factory code is deployed on testnet on `sputnik-v1.testnet` account
+
+**DAOs**:
+- the DAOs code can be found inside `sputnikdao/src`
+- the DAO code is deployed to several accounts that have the following format: `<dao_name>.sputnikdao.near` for mainnet and `<dao_name>.sputnik-v1.testnet` for testnet
+- see all the DAOs that live on mainnet by calling `near view sputnikdao.near get_dao_list`
+- see all the DAOs that live on testnet by calling `near view sputnik-v1.testnet get_dao_list`
+
+### Sputnik v2 smart contracts
+**Factory**: 
+- the factory code can be found inside `sputnikdao-factory2/src`
+- the factory code is deployed on mainnet on `sputnik-dao.near` account
+- the factory code was deployed only once on mainnet on [June 01, 2021 at 6:17:46pm](https://explorer.mainnet.near.org/transactions/HZZpqMjbhCPWF8n5DXLMq5WtpmASfXuDLtYF6vNsiD9U)
+- the factory code is deployed on testnet on `sputnikv2.testnet` account
+
+**DAOs**:
+- the DAOs code can be found inside `sputnikdao2/src`
+- the DAO code is deployed to several accounts that have the following format: `<dao_name>.sputnik-dao.near` for mainnet and `<dao_name>.sputnikv2.testnet` for testnet
+- see all the DAOs that live on mainnet by calling `near view sputnik-dao.near get_dao_list`
+- see all the DAOs that live on testnet by calling `near view sputnik-v1.testnet get_dao_list`
+
+### UI DApps built on top of the Sputnik smart contracts (from oldest to newest)
+- https://old.sputnik.fund/ -> it uses V1 smart contracts
+- https://www.sputnik.fund/ -> it uses V1 smart contracts
+- https://v2.sputnik.fund/ -> it uses v2 smart contracts
+- https://astrodao.com/ -> it uses v2 smart contracts
+
+***
+
+## Introducing Sputnik v3 smart contracts
+
+The biggest advantage of v3 smart contracts is introducing an easy way for the DAO to upgrade to a new version of the code so it can take full advantage of the new features/performance improvements/bug fixes.  
+
+Since this is the first time that the factory and the DAO are being upgraded and upgrading smart contracts is a very sensitive topic, everything must be done with due diligence.
+
+### v3 Release Plan
+
+[1 Upgrade the factory from v2 to v3 and then set up the default code for the DAO to be v2.](#1-upgrade-the-factory-from-v2-to-v3)  
+[2 After we get enough confidence using factory v3 and DAO v2, change the default code for the DAO from v2 to v3.](#2-change-dao-default-code-from-v2-to-v3)  
+[3 Existing DAOs will need to migrate from v2 to v3.](#3-migrate-dao-from-v2-to-v3)  
+
+### 1 Upgrade the factory from v2 to v3
+
+This should be done in the following order:
+- [testnet - using a personal account](#1-1-using-personal-account-on-testnet)
+- [testnet - using the official testnet factory account](#1-2-using-official-account-on-testnet)
+- [mainnet - using the official mainnet factory account](#1-3-using-official-account-on-mainnet)
+
+___
+
+### 1 1 Using personal account on testnet
+
+***1. Create a new NEAR account for the factory:***
+
+```bash
+near create-account sputnik-factory.ctindogaru.testnet --masterAccount ctindogaru.testnet --initialBalance 100
+```
+
+***2. Deploy the factory code:***
+```bash
+near deploy sputnik-factory.ctindogaru.testnet sputnikdao-factory2/res/sputnikdao_factory2.wasm
+```
+
+***3. Init the factory:***
+```bash
+near call sputnik-factory.ctindogaru.testnet new '{}' --accountId sputnik-factory.ctindogaru.testnet --gas 100000000000000
+```
+
+***4. Download the current `wasm` code used for creating new DAOs:***
+
+Go to [Astro DAO Testnet](https://testnet.app.astrodao.com/all/daos) and pick any dao from the list to download its wasm code. In this example, I have picked `thegame.sputnikv2.testnet`.
+```bash
+http --json post https://rpc.testnet.near.org jsonrpc=2.0 id=dontcare method=query \
+params:='{"request_type":"view_code","finality":"final","account_id":"thegame.sputnikv2.testnet"}' \
+| jq -r .result.code_base64 \
+| base64 --decode > dao-code-v2.wasm
+```
+
+***5. Use the code downloaded at the previous step and store it inside the factory as the default code used for creating new DAOs:***
+```bash
+BYTES='cat dao-code-v2.wasm | base64'
+```
+```bash
+near call sputnik-factory.ctindogaru.testnet store $(eval "$BYTES") --base64 --accountId sputnik-factory.ctindogaru.testnet --gas 100000000000000 --amount 10
+```
+
+***6. Use the code hash returned from the previous step to store the metadata associated with the code:***
+```bash
+near call sputnik-factory.ctindogaru.testnet store_contract_metadata '{"code_hash": "ZGdM2TFdQpcXrxPxvq25514EViyi9xBSboetDiB3Uiq", "metadata": {"version": [2, 0], "commit_id": "c2cf1553b070d04eed8f659571440b27d398c588"}, "set_default": true}' --accountId sputnik-factory.ctindogaru.testnet
+```
+
+***7. See all the contract versions stored inside the factory:***
+```bash
+near view sputnik-factory.ctindogaru.testnet get_contracts_metadata
+```
+2 versions should be displayed. The one that got created on init and the one that you stored in the previous step.
+
+***8. Try to create a new DAO from the factory - using NEAR CLI:***
+```bash
+export COUNCIL='["ctindogaru.testnet"]'
+```
+```bash
+export ARGS=`echo '{"config": {"name": "ctindogaru-dao", "purpose": "ctindogaru DAO", "metadata":""}, "policy": '$COUNCIL'}' | base64`
+```
+```bash
+near call sputnik-factory.ctindogaru.testnet create "{\"name\": \"ctindogaru-dao\", \"args\": \"$ARGS\"}" --accountId sputnik-factory.ctindogaru.testnet --gas 150000000000000 --amount 10
+```
+
+***9. See all the DAOs created by the factory:***
+```bash
+near view sputnik-factory.ctindogaru.testnet get_dao_list
+```
+The DAO created in the previous step should be displayed here.
+
+***10. Try to interact with the DAO and make sure everything works:***
+```bash
+near view ctindogaru-dao.sputnik-factory.ctindogaru.testnet get_available_amount
+```
+
+You can now jump to section 3.1 for upgrading the dao from v2 to v3.
+
+___
+
+### 1 2 Using official account on testnet
+
+***1. Upgrade the factory code:***
+```bash
+near deploy sputnikv2.testnet sputnikdao-factory2/res/sputnikdao_factory2.wasm
+```
+
+***2. Download the current `wasm` code used for creating new DAOs:***
+
+```bash
+near view sputnikv2.testnet get_dao_list
+```
+Now pick any dao from the returned list and use it to download the wasm code:
+```bash
+http --json post https://rpc.testnet.near.org jsonrpc=2.0 id=dontcare method=query \
+params:='{"request_type":"view_code","finality":"final","account_id":"thegame.sputnikv2.testnet"}' \
+| jq -r .result.code_base64 \
+| base64 --decode > dao-code-v2.wasm
+```
+
+***3. Use the code downloaded at the previous step and store it inside the factory as the default code used for creating new DAOs:***
+```bash
+BYTES='cat dao-code-v2.wasm | base64'
+```
+```bash
+near call sputnikv2.testnet store $(eval "$BYTES") --base64 --accountId sputnikv2.testnet --gas 100000000000000 --amount 10
+```
+
+***4. Use the code hash returned from the previous step to store the metadata associated with the code:***
+```bash
+near call sputnikv2.testnet store_contract_metadata '{"code_hash": "ZGdM2TFdQpcXrxPxvq25514EViyi9xBSboetDiB3Uiq", "metadata": {"version": [2, 0], "commit_id": "c2cf1553b070d04eed8f659571440b27d398c588"}, "set_default": true}' --accountId sputnikv2.testnet
+```
+
+***5. See all the contract versions stored inside the factory:***
+```bash
+near view sputnikv2.testnet get_contracts_metadata
+```
+Only the version stored in the previous step should be displayed.
+
+***6. Try to create a new DAO using the new factory - using Astro DAO:***
+
+Go to https://testnet.app.astrodao.com/all/daos and try to create a new DAO from the UI. It should use the new version of the factory code.  
+
+Please note that the DAO itself is still v2. The only difference is that the DAO gets created through the v3 version of the factory.
+
+___
+
+### 1 3 Using official account on mainnet
+
+The process is very similar with 1.2.
+
+___
+
+### 2 Change DAO default code from v2 to v3
+
+After a few weeks of running factory v3 + DAO v2, it's time to step up the game and upgrade the default DAO version to v3.
+
+This should be done in the following order:
+- [testnet - using the official testnet factory account](#2-1-using-official-account-on-testnet)
+- [mainnet - using the official mainnet factory account](#2-2-using-official-account-on-mainnet)
+
+Assumptions:
+- the DAO v3 code will be a snapshot of the code from commit id `16b3bac754d18bbf88b1738cb0d6508cfd408bb2`.
+
+___
+
+### 2 1 Using official account on testnet
+
+***1. Checkout to the right commit id***
+```bash
+git checkout 16b3bac754d18bbf88b1738cb0d6508cfd408bb2
+```
+
+***2. Store the DAO v3 code inside the factory as the default code used for creating new DAOs:***
+```bash
+BYTES='cat sputnikdao2/res/sputnikdao2.wasm | base64'
+```
+```bash
+near call sputnikv2.testnet store $(eval "$BYTES") --base64 --accountId sputnikv2.testnet --gas 100000000000000 --amount 10
+```
+
+***3. Use the code hash returned from the previous step to store the metadata associated with the code:***
+```bash
+near call sputnikv2.testnet store_contract_metadata '{"code_hash": "6SQymHtmezR3u9zAtLBQdb8RWCXxwxnigqSH2mRTxecB", "metadata": {"version": [3, 0], "commit_id": "16b3bac754d18bbf88b1738cb0d6508cfd408bb2"}, "set_default": true}' --accountId sputnikv2.testnet
+```
+
+***4. See all the contract versions stored inside the factory:***
+```bash
+near view sputnikv2.testnet get_contracts_metadata
+```
+2 versions should be displayed:
+- v2 with commit id `c2cf1553b070d04eed8f659571440b27d398c588` and hash `ZGdM2TFdQpcXrxPxvq25514EViyi9xBSboetDiB3Uiq`
+- v3 with commit id `16b3bac754d18bbf88b1738cb0d6508cfd408bb2` and hash `6SQymHtmezR3u9zAtLBQdb8RWCXxwxnigqSH2mRTxecB`
+
+***5. Try to create a DAO v3 - using Astro DAO:***
+
+Go to https://testnet.app.astrodao.com/all/daos and try to create a new DAO from the UI.  
+The DAO that gets created should be a brand new v3 DAO.
+
+___
+
+### 2 2 Using official account on mainnet
+
+The process is very similar with 2.1.
+
+___
+
+### 3 Migrate DAO from v2 to v3
+
+**!!!!!!!!!!! THIS MAY INTRODUCE BACKWARD COMPATIBILITY ISSUES. DO IT ON YOUR OWN RISK !!!!!!!!!!!**
+
+This should be done in the following order:
+- [testnet - using a personal account](#3-1-using-personal-account-on-testnet)
+- [mainnet - using the official mainnet factory account](#3-2-using-official-account-on-mainnet)
+
+___
+
+### 3 1 Using personal account on testnet
+
+Assumptions:
+- we are the trying to upgrade `ctindogaru-dao.sputnik-factory.ctindogaru.testnet` from v2 to v3
+- we have the account id `ctindogaru.testnet`
+
+***1. Store the DAO v3 code in your DAO.***
+
+```bash
+BYTES='cat sputnikdao2/res/sputnikdao2.wasm | base64'
+```
+
+```bash
+near call ctindogaru-dao.sputnik-factory.ctindogaru.testnet store_blob $(eval "$BYTES") --base64 --accountId ctindogaru.testnet --gas 100000000000000 --amount 10
+```
+
+After running the command from above, you should get the following code hash in return: `6SQymHtmezR3u9zAtLBQdb8RWCXxwxnigqSH2mRTxecB`.  
+
+If your result differs from `6SQymHtmezR3u9zAtLBQdb8RWCXxwxnigqSH2mRTxecB`, **DO NOT** proceed further. Please ask for help in [Telegram](https://t.me/astro_near).
+
+***2. Create an upgrade proposal for your DAO.***
+
+Run the following command:
+```bash
+near call ctindogaru-dao.sputnik-factory.ctindogaru.testnet add_proposal '{"proposal": {"description": "Upgrade DAO to v3 version", "kind": {"UpgradeSelf": {"hash": "6SQymHtmezR3u9zAtLBQdb8RWCXxwxnigqSH2mRTxecB"}}}}' --accountId ctindogaru.testnet --amount 1
+```
+
+The command should return the proposal id which is 0.
+
+***3. Check that the proposal has been created.***
+
+```bash
+near view ctindogaru-dao.sputnik-factory.ctindogaru.testnet get_proposal '{"id": 0}'
+```
+
+***4. Approve the proposal.***
+
+```bash
+near call ctindogaru-dao.sputnik-factory.ctindogaru.testnet act_proposal '{"id": 0, "action": "VoteApprove"}' --accountId ctindogaru.testnet --gas 300000000000000
+```
+
+***5. Once the proposal get approved, the upgrade will take place.***
+
+***6. Now that the upgrade is complete, remove the code from your DAO.***
+
+```bash
+near call ctindogaru-dao.sputnik-factory.ctindogaru.testnet remove_blob '{"hash": "6SQymHtmezR3u9zAtLBQdb8RWCXxwxnigqSH2mRTxecB"}' --accountId ctindogaru.testnet --gas 100000000000000
+```
+
+***7. Congrats! You're now using the DAO v3.***
+
+___
+
+### 3 2 Using official account on mainnet
+
+Assumptions:
+- we are the trying to upgrade `amber.sputnik-dao.near` from v2 to v3
+- we have the account id `ctindogaru.near`
+
+***1. Open a bash terminal and login to your near account:***
+
+```bash
+export NEAR_ENV=mainnet
+```
+
+```bash
+near login
+```
+
+***2. Clone the sputnik repo and go to the v3 snapshot of the code.***
+
+```bash
+git clone https://github.com/near-daos/sputnik-dao-contract && cd sputnik-dao-contract
+```
+
+```bash
+git checkout 16b3bac754d18bbf88b1738cb0d6508cfd408bb2
+```
+
+***3. Store the DAO v3 code in your DAO.***
+
+```bash
+BYTES='cat sputnikdao2/res/sputnikdao2.wasm | base64'
+```
+
+```bash
+near call amber.sputnik-dao.near store_blob $(eval "$BYTES") --base64 --accountId ctindogaru.near --gas 100000000000000 --amount 10
+```
+
+After running the command from above, you should get the following code hash in return: `6SQymHtmezR3u9zAtLBQdb8RWCXxwxnigqSH2mRTxecB`.  
+
+If your result differs from `6SQymHtmezR3u9zAtLBQdb8RWCXxwxnigqSH2mRTxecB`, **DO NOT** proceed further. Please ask for help in [Telegram](https://t.me/astro_near).
+
+***4. Create an upgrade proposal for your DAO.***
+
+Run the following command:
+```bash
+near call amber.sputnik-dao.near add_proposal '{"proposal": {"description": "Upgrade DAO to v3 version", "kind": {"UpgradeSelf": {"hash": "6SQymHtmezR3u9zAtLBQdb8RWCXxwxnigqSH2mRTxecB"}}}}' --accountId ctindogaru.near --amount 1
+```
+
+***5. Approve the proposal.***
+
+Everyone from the DAO should go to https://app.astrodao.com/dao/amber.sputnik-dao.near/proposals and approve the proposal.
+
+***6. Once the proposal get approved, the upgrade will take place.***
+
+***7. Now that the upgrade is complete, remove the code from your DAO.***
+
+```bash
+near call amber.sputnik-dao.near remove_blob '{"hash": "6SQymHtmezR3u9zAtLBQdb8RWCXxwxnigqSH2mRTxecB"}' --accountId ctindogaru.near --gas 100000000000000
+```
+
+***8. Congrats! You're now using the DAO v3.***