Update RELEASING.md for patch releases (#1076)

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Steven B. 2024-07-31 17:56:06 +01:00 committed by GitHub
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@ -1,3 +1,5 @@
# Releasing
## Requirements
* [github client](https://github.com/cli/cli#installation)
* [gitchub_changelog_generator](https://github.com/github-changelog-generator)
@ -18,7 +20,9 @@ export NEW_RELEASE=x.x.x.devx
export PREVIOUS_RELEASE=0.3.5
```
## Create a branch for the release
## Normal releases from master
### Create a branch for the release
```bash
git checkout master
@ -27,35 +31,35 @@ git rebase upstream/master
git checkout -b release/$NEW_RELEASE
```
## Update the version number
### Update the version number
```bash
poetry version $NEW_RELEASE
```
## Update dependencies
### Update dependencies
```bash
poetry install --all-extras --sync
poetry update
```
## Run pre-commit and tests
### Run pre-commit and tests
```bash
pre-commit run --all-files
pytest kasa
```
## Create release summary (skip for dev releases)
### Create release summary (skip for dev releases)
Write a short and understandable summary for the release. Can include images.
### Create $NEW_RELEASE milestone in github
#### Create $NEW_RELEASE milestone in github
If not already created
### Create new issue linked to the milestone
#### Create new issue linked to the milestone
```bash
gh issue create --label "release-summary" --milestone $NEW_RELEASE --title "$NEW_RELEASE Release Summary" --body "## Release Summary"
@ -63,7 +67,7 @@ gh issue create --label "release-summary" --milestone $NEW_RELEASE --title "$NEW
You can exclude the --body option to get an interactive editor or go into the issue on github and edit there.
### Close the issue
#### Close the issue
Either via github or:
@ -71,11 +75,11 @@ Either via github or:
gh issue close ISSUE_NUMBER
```
## Generate changelog
### Generate changelog
Configuration settings are in `.github_changelog_generator`
### For pre-release
#### For pre-release
EXCLUDE_TAGS will exclude all dev tags except for the current release dev tags.
@ -87,7 +91,7 @@ echo "$EXCLUDE_TAGS"
github_changelog_generator --future-release $NEW_RELEASE --exclude-tags-regex "$EXCLUDE_TAGS"
```
### For production
#### For production
```bash
github_changelog_generator --future-release $NEW_RELEASE --exclude-tags-regex 'dev\d$'
@ -99,28 +103,28 @@ Warning: PR 908 merge commit was not found in the release branch or tagged git h
```
## Export new release notes to variable
### Export new release notes to variable
```bash
export RELEASE_NOTES=$(grep -Poz '(?<=\# Changelog\n\n)(.|\n)+?(?=\#\#)' CHANGELOG.md | tr '\0' '\n' )
echo "$RELEASE_NOTES" # Check the output and copy paste if neccessary
```
## Commit and push the changed files
### Commit and push the changed files
```bash
git commit --all --verbose -m "Prepare $NEW_RELEASE"
git push upstream release/$NEW_RELEASE -u
```
## Create a PR for the release, merge it, and re-fetch the master
### Create a PR for the release, merge it, and re-fetch the master
### Create the PR
#### Create the PR
```
gh pr create --title "Prepare $NEW_RELEASE" --body "$RELEASE_NOTES" --label release-prep --base master
```
### Merge the PR once the CI passes
#### Merge the PR once the CI passes
Create a squash commit and add the markdown from the PR description to the commit description.
@ -136,7 +140,7 @@ git fetch upstream master
git rebase upstream/master
```
## Create a release tag
### Create a release tag
Note, add changelog release notes as the tag commit message so `gh release create --notes-from-tag` can be used to create a release draft.
@ -145,21 +149,162 @@ git tag --annotate $NEW_RELEASE -m "$RELEASE_NOTES"
git push upstream $NEW_RELEASE
```
## Create release
### Create release
### Pre-releases
#### Pre-releases
```bash
gh release create "$NEW_RELEASE" --verify-tag --notes-from-tag --title "$NEW_RELEASE" --draft --latest=false --prerelease
```
### Production release
#### Production release
```bash
gh release create "$NEW_RELEASE" --verify-tag --notes-from-tag --title "$NEW_RELEASE" --draft --latest=true
```
## Manually publish the release
### Manually publish the release
Go to the linked URL, verify the contents, and click "release" button to trigger the release CI.
## Patch releases
This requires git commit signing to be enabled.
https://docs.github.com/en/authentication/managing-commit-signature-verification/about-commit-signature-verification
### Create release branch
#### For the first patch release since a new release only
```bash
export NEW_RELEASE=x.x.x.x
export CURRENT_RELEASE=x.x.x
```
```bash
git fetch upstream $CURRENT_RELEASE
git checkout patch
git fetch upstream patch
git rebase upstream/patch
git fetch upstream $CURRENT_RELEASE
git merge $CURRENT_RELEASE --ff-only
git push upstream patch -u
git checkout -b release/$NEW_RELEASE
```
#### For subsequent patch releases
```bash
export NEW_RELEASE=x.x.x.x
```
```bash
git checkout patch
git fetch upstream patch
git rebase upstream/patch
git checkout -b release/$NEW_RELEASE
```
### Cherry pick required commits
```bash
git cherry-pick commitSHA1 -S
git cherry-pick commitSHA2 -S
```
### Update the version number
```bash
poetry version $NEW_RELEASE
```
### Manually edit the changelog
github_changlog generator_does not work with patch releases so manually add the section for the new release to CHANGELOG.md.
### Export new release notes to variable
```bash
export RELEASE_NOTES=$(grep -Poz '(?<=\# Changelog\n\n)(.|\n)+?(?=\#\#)' CHANGELOG.md | tr '\0' '\n' )
echo "$RELEASE_NOTES" # Check the output and copy paste if neccessary
```
### Commit and push the changed files
```bash
git commit --all --verbose -m "Prepare $NEW_RELEASE" -S
git push upstream release/$NEW_RELEASE -u
```
### Create a PR for the release, merge it, and re-fetch patch
#### Create the PR
```
gh pr create --title "$NEW_RELEASE" --body "$RELEASE_NOTES" --label release-prep --base patch
```
#### Merge the PR once the CI passes
Create a **merge** commit and add the markdown from the PR description to the commit description.
```bash
gh pr merge --merge --body "$RELEASE_NOTES"
```
### Rebase local patch
```bash
git checkout patch
git fetch upstream patch
git rebase upstream/patch
```
### Create a release tag
```bash
git tag -s --annotate $NEW_RELEASE -m "$RELEASE_NOTES"
git push upstream $NEW_RELEASE
```
### Create release
```bash
gh release create "$NEW_RELEASE" --verify-tag --notes-from-tag --title "$NEW_RELEASE" --draft --latest=true
```
Then go into github, review and release
### Merge patch back to master
```bash
git checkout master
git fetch upstream master
git rebase upstream/master
git checkout -b janitor/merge_patch
git fetch upstream patch
git merge upstream/patch --no-commit
git diff --name-only --diff-filter=U | xargs git checkout upstream/master
git diff --staged
# The only diff should be the version in pyproject.toml and CHANGELOG.md
# unless a change made on patch that was not part of a cherry-pick commit
# If there are any other unexpected diffs `git checkout upstream/master [thefilename]`
git commit -m "Merge patch into local master" -S
git push upstream janitor/merge_patch -u
gh pr create --title "Merge patch into master" --body '' --label release-prep --base master
```
#### Temporarily allow merge commits to master
1. Open [repository settings](https://github.com/python-kasa/python-kasa/settings)
2. From the left select `Rules` > `Rulesets`
3. Open `master` ruleset, under `Bypass list` select `+ Add bypass`
4. Check `Repository admin` > `Add selected`, select `Save changes`
#### Merge commit the PR
```bash
gh pr merge --merge --body ""
```
#### Revert allow merge commits
1. Under `Bypass list` select `...` next to `Repository admins`
2. `Delete bypass`, select `Save changes`