adr: add policy on using caret (^) or tilde (~) with dependencies

docs/adr/002-policy-on-using-caret-with-dependencies.md

@@ -0,0 +1,87 @@
+# ADR 002: Policy on Using Caret (`^`) or tilde (`~`) with Dependencies in `package.json`
+
+## Status
+Proposed
+
+## Submitters
+- @UlisesGascon
+
+## Decision Owners
+- @expressjs/express-tc
+
+## Context
+Historically, the Express project has avoided using the caret (`^`) in the `package.json` files for its own dependencies. This decision aims to review whether this practice should continue or if adjustments are needed.
+
+**Why do we need this decision?**  
+Clarifying the policy on using caret (`^`) helps to ensure consistency across the Express ecosystem, reduce unnecessary maintenance, and prevent unexpected dependency updates. It also addresses concerns about the balance between keeping dependencies up-to-date and avoiding regressions.
+
+**What problem does it solve or avoid?**  
+This decision aims to avoid unexpected updates and regressions from external dependencies while reducing the maintenance burden of frequently updating pinned dependencies.
+
+**Are there any existing issues or discussions related to this?**  
+- [Discussion: Using caret (^) with our own dependencies #279](https://github.com/expressjs/discussions/issues/279)
+- [expressjs/express#6017 (comment)](https://github.com/expressjs/express/issues/6017)
+
+## Decision
+We will adopt a policy where the caret (`^`) symbol is used for dependencies owned within the Express ecosystem (e.g., `body-parser` for Express), but continue to avoid using it for third-party dependencies that we do not maintain.
+
+**What will be done?**  
+- Update the `package.json` files to use `^` for our own dependencies.
+- Continue using fixed versions (no caret or tilde) for external dependencies to minimize risks of unintended updates.
+
+**Note on `^` vs. `~`:**  
+- `^` allows updates to the most recent minor or patch version, offering greater flexibility and reducing the need for frequent manual updates. For example, `^1.2.3` will accept updates to `1.3.0`, `1.4.0`, but not `2.0.0`.
+- `~` is more conservative, only allowing updates to patch versions. For example, `~1.2.3` will accept updates to `1.2.4`, `1.2.5`, but not `1.3.0`.
+- For our own dependencies that adhere strictly to semver, `^` is preferred over `~`, while for third-party libraries, a stricter versioning strategy is maintained to prevent unexpected regressions.
+
+**What will not be done?**  
+- We will not use `^` or `~` for external dependencies that are not maintained by the Express organization, as they could introduce unexpected changes.
+- We won't force to use `^` or `~` for own dependencies if there is a reason to use a fix version and it is properly documented.
+
+## Rationale
+
+**Alternatives Considered:**
+- **Alternative 1:** Use `^` for all dependencies, including third-party libraries.  
+- **Reason for rejection:** This could increase the risk of unintended regressions and security issues from third-party updates.
+- **Alternative 2:** Continue pinning all dependencies, including internal ones, to specific versions.  
+- **Reason for rejection:** This approach requires frequent updates and increases the maintenance burden, as each minor or patch update requires a new release.
+
+**Pros and Cons**:
+
+**Pros**:  
+- Reduces the number of PRs for updating our own dependencies.
+- Allows for quicker adoption of minor and patch updates within the Express ecosystem.
+- Users are still protected by lockfiles, mitigating the risk of regressions.
+
+**Cons**:  
+- There is still a risk of minor regressions from updates, even within internally managed dependencies.
+- Requires discipline in maintaining lockfiles to ensure stability for end users.
+
+**Why is this decision the best option?**  
+This decision strikes a balance between reducing maintenance effort and managing risk. It allows Express to leverage the benefits of semver for our own dependencies while maintaining control over external libraries that could introduce breaking changes.
+
+## Consequences
+
+**Positive Impact**:  
+- Fewer manual updates required for internally managed dependencies.
+- Users benefit from improvements and fixes in internal packages more quickly.
+
+**Negative Impact**:  
+- Potential risk of regressions if an internal dependency introduces a breaking change in a minor update.
+- Users relying on strict version control may need to adjust their expectations when using our own dependencies.
+
+**Mitigations**:
+- Strong test coverage and CI checks will help catch potential issues early.
+- Clear communication in documentation and release notes to inform users of the updated dependency policy.
+- Ensure that we are following strict semver when releasing our own libraries.
+
+## Implementation
+
+- **Phase 1**: Update `package.json` files across all packages to apply `^` for our own dependencies.
+- **Phase 2**: Review and adjust documentation to include the new policy on dependency versioning.
+
+## References
+- [NPM semver documentation](https://docs.npmjs.com/cli/v6/using-npm/semver)
+
+## Changelog
+- **[2024-10-22]**: @UlisesGascon - Initial draft of ADR for using caret (`^`) or tilde (`~`) with our own dependencies.