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RELEASE_PROCEDURE.md

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Release Procedure

The release procedure is a process in which different parts of the repository are involved.
These symbols help with orientation:

  • 🐙 GitHub
  • 💠 git (Bash)
  • 📝 File
  • 💻 Command Line (CMD)
  • 📦 Package

Version Numbers

This software follows the Semantic Versioning (SemVer).
It always has the format MAJOR.MINOR.PATCH, e.g. 1.5.0.

The data follows the Calendar Versioning (CalVer).
It always has the format YYYY-MM-DD, e.g. 2022-05-16.

GitHub and PyPI Release

1. 🐙 Create a GitHub Issue

  • Named Release Patch v0.12.1
  • Use 📝ISSUE_TEMPLATE_RELEASE (❗ToDo❗)
  • Discuss a good and suitable name of the release
  • Define a day for the release

▶️ This issue documents the status of the release!

2. 🐙 Create a GitHub Project

  • Create New classic project
  • Use the project template Automated kanban with reviews
  • Named Release v0.12.1
  • Add a meaningful description
  • Track project progress

▶️ It gives an overview of open and finished issues and pull requests!

3. 🐙 Create a Draft GitHub Release

4. 🐙 Finish all planned Developments

  • Some days before the release, inform all developers
  • Merge the open pull requests
  • On release day, start the release early to ensure sufficient time for reviews
  • Merge everything on the develop branch

5. Run tests and apply code linting

  • Run tests locally with pytest and fix errors
  • Apply linting with pre-commit run -a and fix errors

6. 💠 Create a release branch

  • Checkout develop and branch with git checkout -b release-v0.12.1
  • Update version for test release with bump2version --current-version <current_version> --new-version <new_version> patch
  • Commit version update with git commit -am "version update v0.12.1"
  • Push branch with git push --set-upstream origin release-v0.12.1

7. 📝 Update the version files

  • 📝CHANGELOG.md
    • All Pull Request are included
    • Add a new section with correct version number
    • Give the suitable name to the release
  • 📝CITATION.cff
    • Update date-released

8. Optional: Check release on Test-PyPI

  • Check if the release it correctly displayed on Test-PyPI
    • You can trigger the release manually within github actions using the run workflow button on branch release-v0.12.1 on the workflow Build and release on pypi tests
    • Note: Pre-releases on Test-PyPI are only shown under Release history in the navigation bar.
    • Note: The branch status can only be released to a version on Test-PyPI once. Thus, for every branch status that you want to see on Test-PyPI increment the build version with bump2version build and push afterwards.
  • Once testing on Test-PyPI is done, change the release version to the final desired version with bump2version release
    • Note: The release on Test-PyPI might fail, but it will be the correct release version for the PyPI server.
  • Push commits to the release-* branch

9. 🐙 Create a Release Pull Request

  • Use 📝PR_TEMPLATE_RELEASE (❗ToDo❗)
  • Merge release into production branch
  • Assign reviewers to check the release
  • Run all test
  • Execute the software locally
  • Wait for reviews and tests
  • Merge PR

10. 💠 Set the Git Tag

  • Checkout production branch and pull
  • Check existing tags git tag -n
  • Create new tag: git tag -a v0.12.1 -m "open-mastr release v0.12.1 with PyPI"
  • This commit will be the final version for the release, breath three times and check again
  • Push tag: git push --tags
  • If you messed up, remove tags and start again
    • Delete local tag: git tag -d v0.12.1
    • Delete remote tag: git push --delete origin v0.12.1

11. 🐙 Publish Release on GitHub and PyPI

  • Navigate to your releases on GitHub and open your draft release.
  • Summarize key changes in the description
    • Use the generate release notes button provided by github (This only works after the release branch is merged on production)
  • Choose the correct git tag
  • Choose the production branch
  • Publish release

▶️ Release on GitHub!

▶️ In the background the GitHub workflow (pypi-publish.yml) will publish the package 📦 on PyPI!

12. 🐙 Set up new development

  • Create a Pull request from release-* to develop
  • Create a new unreleased section in the 📝CHANGELOG.md
## [v0.XX.X] unreleased
### Added
### Changed
### Removed
  • Merge release-* to develop and delete release-* branch

▶️ Continue the developments 🛠

Documentation on Read the Docs (RTD)

Sources: