Skip to content
Merged
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
178 changes: 178 additions & 0 deletions RELEASING.md
Original file line number Diff line number Diff line change
@@ -0,0 +1,178 @@
# Releasing

How to cut a release of `openarmature`. For maintainers.

Releases go through TestPyPI before PyPI **by convention**. The
workflow (`.github/workflows/release.yml`) is tag-driven and dispatches
by tag name; it does not enforce that an rc preceded a real-release
tag. Pushing `v0.7.0` directly publishes to PyPI without consulting
any prior `-rc` tag, so the rc-first flow is a maintainer-side
discipline carried by the pre-release checklist below.

## The release path: rc first, then real

A release happens in two tag steps:

1. **`vX.Y.Z-rc1`** publishes to **TestPyPI only**. No PyPI upload, no
GitHub Release. Use the rc to verify the artifact installs, the
examples still run, and the docs reflect what shipped.
2. **`vX.Y.Z`** publishes to **PyPI** and creates a **GitHub Release**
with auto-generated notes. Fires only after the rc is good.

Tag dispatch is by name:

- Tags containing `-rc` route to TestPyPI.
- Tags with no `-` suffix route to PyPI + GitHub Release.
- Any other suffix (`-beta`, `-alpha`, `-dev`, ...) is a no-op by design;
a typo in the rc suffix cannot accidentally hit PyPI.

The workflow validates that `pyproject.toml`'s `version` field matches
the tag (modulo PEP 440 normalization: `0.7.0-rc1` ≡ `0.7.0rc1`).
Mismatches fail the test job before any publishing step runs.

## Pre-release checklist

Run through this before tagging the first rc. Everything here is human
judgment; the workflow can't catch a stale doc reference or a missing
changelog entry.

- [ ] **`CHANGELOG.md` is current.** Every commit since the previous
release that changed user-visible behavior is reflected in the
upcoming version's section. The date matches the day the rc tag
is pushed (refresh it again at the real-release step).
- [ ] **Docs sweep for stale references.** For each behavior change in
the upcoming release, grep the docs for the old wording, file
paths, and flag descriptions; reconcile in the same PR as the
version bump. Common spots: `README.md`, `docs/concepts/*`,
`docs/getting-started/index.md`, `docs/reference/index.md`,
in-code help text.
- [ ] **`pyproject.toml` version pinned.** Set `project.version` to the
target version, e.g. `0.7.0`. The PEP 440 form (`0.7.0rc1` or
`0.7.0`) and the tag form (`v0.7.0-rc1` or `v0.7.0`) are
normalized to the same value, so either is accepted in the
`pyproject` field; the tag uses the dash form for readability.
- [ ] **Branch state.** On `main`, clean working tree, latest pulled.
Release tags should point at commits already on `main`.
- [ ] **CI is green on `main`.** The release workflow's `test` job
re-runs the suite, but a red `main` is a sign to investigate
before tagging anything.

Land the version bump + changelog refresh as one commit before tagging.
Convention: `chore(release): vX.Y.Z`.

## Tagging the rc

After the prep commit is on `main`:

```bash
git tag v0.7.0-rc1
git push origin v0.7.0-rc1
```

Watch the workflow run at <https://github.com/LunarCommand/openarmature-python/actions>.
On success, the artifact lands at <https://test.pypi.org/project/openarmature/>.

The `testpypi` GitHub Environment owns the OIDC trust for the upload;
no secrets to plumb manually.

## Verifying the rc

Install from TestPyPI into a fresh venv and exercise the package the
way a downstream user would.

```bash
python -m venv /tmp/oa-rc-verify
source /tmp/oa-rc-verify/bin/activate

# --extra-index-url is required: TestPyPI does not mirror the
# transitive dependency graph, so dependencies pull from real PyPI.
pip install \
--index-url https://test.pypi.org/simple/ \
--extra-index-url https://pypi.org/simple/ \
'openarmature==0.7.0rc1'

python -c "import openarmature; print(openarmature.__version__)"
```

Minimum smoke set:

- [ ] Version string matches the rc tag.
- [ ] At least one example runs to completion against a real LLM
endpoint (`examples/00-hello-world/main.py` is the quickest).
- [ ] The optional `[otel]` extra installs cleanly and
`import openarmature.observability.otel` succeeds.
- [ ] If any docs changed in this release, the live docs site
(<https://openarmature.ai/>) builds without warnings.

If any of these fail, see *Iterating on an rc* below. Do not proceed
to the real-release tag with an unverified rc.

## Tagging the real release

After the rc is verified, the real release is one tag away:

```bash
git tag v0.7.0
git push origin v0.7.0
```

The workflow runs the same test job, builds the artifact, publishes to
PyPI through the `pypi` GitHub Environment, and creates a GitHub
Release with notes auto-generated from commits since the previous tag.

The `pypi` environment is the right place to attach a **required
reviewers** protection rule so the publish step pauses for explicit
manual approval before any real-PyPI upload. Configure it in repo
settings under *Environments → pypi → Required reviewers*.

After the workflow finishes:

- [ ] The new version appears on <https://pypi.org/project/openarmature/>.
- [ ] A GitHub Release exists at
<https://github.com/LunarCommand/openarmature-python/releases>
with the wheel and sdist attached.
- [ ] `pip install openarmature` in a fresh venv resolves the new
version.

## Iterating on an rc

If the rc reveals an issue, **never move the existing rc tag**. PyPI
and TestPyPI treat versions as immutable; bump the rc counter instead.

```bash
# Fix the bug, commit it.
git tag v0.7.0-rc2
git push origin v0.7.0-rc2
```

Repeat verification against the new rc. Two or three rc iterations is
fine. If the same issue keeps recurring, that's a signal to step back
and address the design rather than spin more rc tags.

## Rollback

PyPI does not allow re-uploading the same version. If a real release
ships and turns out to be broken:

1. **Yank the version** via the PyPI web UI
(<https://pypi.org/manage/project/openarmature/release/X.Y.Z/>).
Yanking marks the version as not-installable-by-default; existing
pinned dependencies still resolve, but a fresh install skips it.
2. **Cut a patch.** Fix the bug, run through the full rc → real cycle
for `X.Y.(Z+1)`. The yanked version stays in place as a historical
record; the new patch supersedes it.

Do not try to delete a release. Yanking + patching is the supported
path and what downstream tooling expects.

## Reference

- `.github/workflows/release.yml` — the release workflow; authoritative
on what happens when each tag shape is pushed.
- `CHANGELOG.md` — release notes go here, in
[Keep a Changelog](https://keepachangelog.com/en/1.1.0/) format.
- `pyproject.toml` — `project.version` must match the tag (normalized
per PEP 440).
- GitHub Environments — `testpypi` and `pypi` own the OIDC trust to
the respective indexes. Configure required-reviewer rules on `pypi`
for an extra approval gate before real publishes.