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Update RELEASING.md for patch releases (#1076)
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RELEASING.md
187
RELEASING.md
@ -1,3 +1,5 @@
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# Releasing
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## Requirements
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* [github client](https://github.com/cli/cli#installation)
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* [gitchub_changelog_generator](https://github.com/github-changelog-generator)
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@ -18,7 +20,9 @@ export NEW_RELEASE=x.x.x.devx
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export PREVIOUS_RELEASE=0.3.5
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```
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## Create a branch for the release
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## Normal releases from master
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### Create a branch for the release
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```bash
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git checkout master
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@ -27,35 +31,35 @@ git rebase upstream/master
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git checkout -b release/$NEW_RELEASE
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```
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## Update the version number
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### Update the version number
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```bash
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poetry version $NEW_RELEASE
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```
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## Update dependencies
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### Update dependencies
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```bash
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poetry install --all-extras --sync
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poetry update
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```
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## Run pre-commit and tests
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### Run pre-commit and tests
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```bash
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pre-commit run --all-files
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pytest kasa
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```
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## Create release summary (skip for dev releases)
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### Create release summary (skip for dev releases)
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Write a short and understandable summary for the release. Can include images.
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### Create $NEW_RELEASE milestone in github
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#### Create $NEW_RELEASE milestone in github
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If not already created
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### Create new issue linked to the milestone
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#### Create new issue linked to the milestone
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```bash
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gh issue create --label "release-summary" --milestone $NEW_RELEASE --title "$NEW_RELEASE Release Summary" --body "## Release Summary"
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@ -63,7 +67,7 @@ gh issue create --label "release-summary" --milestone $NEW_RELEASE --title "$NEW
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You can exclude the --body option to get an interactive editor or go into the issue on github and edit there.
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### Close the issue
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#### Close the issue
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Either via github or:
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@ -71,11 +75,11 @@ Either via github or:
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gh issue close ISSUE_NUMBER
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```
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## Generate changelog
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### Generate changelog
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Configuration settings are in `.github_changelog_generator`
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### For pre-release
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#### For pre-release
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EXCLUDE_TAGS will exclude all dev tags except for the current release dev tags.
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@ -87,7 +91,7 @@ echo "$EXCLUDE_TAGS"
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github_changelog_generator --future-release $NEW_RELEASE --exclude-tags-regex "$EXCLUDE_TAGS"
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```
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### For production
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#### For production
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```bash
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github_changelog_generator --future-release $NEW_RELEASE --exclude-tags-regex 'dev\d$'
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@ -99,28 +103,28 @@ Warning: PR 908 merge commit was not found in the release branch or tagged git h
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```
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## Export new release notes to variable
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### Export new release notes to variable
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```bash
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export RELEASE_NOTES=$(grep -Poz '(?<=\# Changelog\n\n)(.|\n)+?(?=\#\#)' CHANGELOG.md | tr '\0' '\n' )
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echo "$RELEASE_NOTES" # Check the output and copy paste if neccessary
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```
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## Commit and push the changed files
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### Commit and push the changed files
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```bash
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git commit --all --verbose -m "Prepare $NEW_RELEASE"
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git push upstream release/$NEW_RELEASE -u
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```
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## Create a PR for the release, merge it, and re-fetch the master
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### Create a PR for the release, merge it, and re-fetch the master
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### Create the PR
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#### Create the PR
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```
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gh pr create --title "Prepare $NEW_RELEASE" --body "$RELEASE_NOTES" --label release-prep --base master
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```
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### Merge the PR once the CI passes
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#### Merge the PR once the CI passes
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Create a squash commit and add the markdown from the PR description to the commit description.
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@ -136,7 +140,7 @@ git fetch upstream master
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git rebase upstream/master
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```
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## Create a release tag
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### Create a release tag
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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.
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@ -145,21 +149,162 @@ git tag --annotate $NEW_RELEASE -m "$RELEASE_NOTES"
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git push upstream $NEW_RELEASE
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```
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## Create release
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### Create release
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### Pre-releases
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#### Pre-releases
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```bash
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gh release create "$NEW_RELEASE" --verify-tag --notes-from-tag --title "$NEW_RELEASE" --draft --latest=false --prerelease
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```
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### Production release
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#### Production release
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```bash
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gh release create "$NEW_RELEASE" --verify-tag --notes-from-tag --title "$NEW_RELEASE" --draft --latest=true
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```
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## Manually publish the release
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### Manually publish the release
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Go to the linked URL, verify the contents, and click "release" button to trigger the release CI.
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## Patch releases
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This requires git commit signing to be enabled.
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https://docs.github.com/en/authentication/managing-commit-signature-verification/about-commit-signature-verification
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### Create release branch
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#### For the first patch release since a new release only
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```bash
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export NEW_RELEASE=x.x.x.x
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export CURRENT_RELEASE=x.x.x
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```
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```bash
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git fetch upstream $CURRENT_RELEASE
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git checkout patch
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git fetch upstream patch
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git rebase upstream/patch
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git fetch upstream $CURRENT_RELEASE
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git merge $CURRENT_RELEASE --ff-only
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git push upstream patch -u
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git checkout -b release/$NEW_RELEASE
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```
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#### For subsequent patch releases
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```bash
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export NEW_RELEASE=x.x.x.x
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```
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```bash
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git checkout patch
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git fetch upstream patch
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git rebase upstream/patch
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git checkout -b release/$NEW_RELEASE
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```
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### Cherry pick required commits
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```bash
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git cherry-pick commitSHA1 -S
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git cherry-pick commitSHA2 -S
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```
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### Update the version number
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```bash
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poetry version $NEW_RELEASE
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```
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### Manually edit the changelog
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github_changlog generator_does not work with patch releases so manually add the section for the new release to CHANGELOG.md.
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### Export new release notes to variable
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```bash
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export RELEASE_NOTES=$(grep -Poz '(?<=\# Changelog\n\n)(.|\n)+?(?=\#\#)' CHANGELOG.md | tr '\0' '\n' )
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echo "$RELEASE_NOTES" # Check the output and copy paste if neccessary
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```
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### Commit and push the changed files
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```bash
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git commit --all --verbose -m "Prepare $NEW_RELEASE" -S
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git push upstream release/$NEW_RELEASE -u
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```
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### Create a PR for the release, merge it, and re-fetch patch
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#### Create the PR
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```
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gh pr create --title "$NEW_RELEASE" --body "$RELEASE_NOTES" --label release-prep --base patch
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```
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#### Merge the PR once the CI passes
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Create a **merge** commit and add the markdown from the PR description to the commit description.
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```bash
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gh pr merge --merge --body "$RELEASE_NOTES"
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```
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### Rebase local patch
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```bash
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git checkout patch
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git fetch upstream patch
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git rebase upstream/patch
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```
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### Create a release tag
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```bash
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git tag -s --annotate $NEW_RELEASE -m "$RELEASE_NOTES"
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git push upstream $NEW_RELEASE
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```
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### Create release
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```bash
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gh release create "$NEW_RELEASE" --verify-tag --notes-from-tag --title "$NEW_RELEASE" --draft --latest=true
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```
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Then go into github, review and release
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### Merge patch back to master
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```bash
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git checkout master
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git fetch upstream master
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git rebase upstream/master
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git checkout -b janitor/merge_patch
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git fetch upstream patch
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git merge upstream/patch --no-commit
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git diff --name-only --diff-filter=U | xargs git checkout upstream/master
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git diff --staged
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# The only diff should be the version in pyproject.toml and CHANGELOG.md
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# unless a change made on patch that was not part of a cherry-pick commit
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# If there are any other unexpected diffs `git checkout upstream/master [thefilename]`
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git commit -m "Merge patch into local master" -S
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git push upstream janitor/merge_patch -u
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gh pr create --title "Merge patch into master" --body '' --label release-prep --base master
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```
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#### Temporarily allow merge commits to master
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1. Open [repository settings](https://github.com/python-kasa/python-kasa/settings)
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2. From the left select `Rules` > `Rulesets`
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3. Open `master` ruleset, under `Bypass list` select `+ Add bypass`
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4. Check `Repository admin` > `Add selected`, select `Save changes`
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#### Merge commit the PR
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```bash
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gh pr merge --merge --body ""
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```
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#### Revert allow merge commits
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1. Under `Bypass list` select `...` next to `Repository admins`
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2. `Delete bypass`, select `Save changes`
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