|
| 1 | +# mxmake Release Process Documentation |
| 2 | + |
| 3 | +## Overview |
| 4 | + |
| 5 | +The mxmake project uses **automated versioning via hatch-vcs**, which derives the version number from git tags during build time, eliminating manual version bumps in code. |
| 6 | + |
| 7 | +## Prerequisites |
| 8 | + |
| 9 | +- Commit access to the repository |
| 10 | +- PyPI publishing permissions (handled via GitHub Actions) |
| 11 | +- All tests passing on the main branch |
| 12 | + |
| 13 | +## Step-by-Step Release Process |
| 14 | + |
| 15 | +### 1. Prepare the Main Branch |
| 16 | + |
| 17 | +Ensure you're on the main branch with all tests passing: |
| 18 | + |
| 19 | +```bash |
| 20 | +git checkout main |
| 21 | +git pull origin main |
| 22 | +make test |
| 23 | +make check |
| 24 | +make typecheck |
| 25 | +git status # Should be clean |
| 26 | +``` |
| 27 | + |
| 28 | +### 2. Review Changes |
| 29 | + |
| 30 | +Check what's changed since the last release: |
| 31 | + |
| 32 | +```bash |
| 33 | +git log $(git describe --tags --abbrev=0)..HEAD --oneline |
| 34 | +``` |
| 35 | + |
| 36 | +### 3. Update CHANGES.md |
| 37 | + |
| 38 | +Edit the changelog to: |
| 39 | +- Change "(unreleased)" to the release date (format: YYYY-MM-DD) |
| 40 | +- Add a new unreleased section for future changes |
| 41 | +- Maintain format: "## X.Y.Z (YYYY-MM-DD)" |
| 42 | +- Optionally include "[author]" at the end of each entry |
| 43 | + |
| 44 | +Commit these changes: |
| 45 | + |
| 46 | +```bash |
| 47 | +git add CHANGES.md |
| 48 | +git commit -m "Prepare release X.Y.Z" |
| 49 | +git push origin main |
| 50 | +``` |
| 51 | + |
| 52 | +### 4. Create a GitHub Release |
| 53 | + |
| 54 | +1. Navigate to https://github.com/mxstack/mxmake/releases/new |
| 55 | +2. Click "Choose a tag" and type the version: `vX.Y.Z` (with the "v" prefix) |
| 56 | +3. Click "Create new tag: vX.Y.Z on publish" |
| 57 | +4. Set release title: `vX.Y.Z` or `Version X.Y.Z` |
| 58 | +5. Copy the relevant CHANGES.md section into the description |
| 59 | +6. Click "Publish release" |
| 60 | + |
| 61 | +### 5. Monitor the Release |
| 62 | + |
| 63 | +The GitHub Actions workflow automatically: |
| 64 | +- Runs tests across Python 3.9-3.14 on multiple operating systems |
| 65 | +- Runs linting, type checking, and variant tests |
| 66 | +- Builds the package with the version from the git tag |
| 67 | +- Publishes to PyPI if all tests pass |
| 68 | + |
| 69 | +Monitor at: https://github.com/mxstack/mxmake/actions |
| 70 | + |
| 71 | +### 6. Post-Release Verification |
| 72 | + |
| 73 | +- Verify the package appears on PyPI: https://pypi.org/project/mxmake/ |
| 74 | +- Check the version is correct |
| 75 | +- Optionally announce the release |
| 76 | + |
| 77 | +## Version Numbering |
| 78 | + |
| 79 | +**Format**: MAJOR.MINOR.PATCH (e.g., 1.4.0) |
| 80 | + |
| 81 | +- **Git tags**: vMAJOR.MINOR.PATCH (e.g., v1.4.0) |
| 82 | +- **Package version**: MAJOR.MINOR.PATCH (v prefix automatically stripped) |
| 83 | +- The "v" prefix in tags is **required** |
| 84 | + |
| 85 | +The project follows Semantic Versioning: |
| 86 | +- **MAJOR**: Breaking changes |
| 87 | +- **MINOR**: New features (backwards-compatible) |
| 88 | +- **PATCH**: Bug fixes (backwards-compatible) |
| 89 | + |
| 90 | +## Development Versions |
| 91 | + |
| 92 | +Between releases, development builds automatically receive versions like: |
| 93 | + |
| 94 | +``` |
| 95 | +1.4.0.dev3+g1234abc |
| 96 | +``` |
| 97 | + |
| 98 | +Where: |
| 99 | +- `1.4.0` = next release version from last tag |
| 100 | +- `dev3` = 3 commits since last tag |
| 101 | +- `g1234abc` = git commit hash |
| 102 | + |
| 103 | +This happens automatically via hatch-vcs with no manual intervention needed. |
| 104 | + |
| 105 | +## Emergency Hotfix Release |
| 106 | + |
| 107 | +For urgent fixes to a released version: |
| 108 | + |
| 109 | +1. Create a branch from the tag: |
| 110 | + ```bash |
| 111 | + git checkout -b hotfix-1.4.1 v1.4.0 |
| 112 | + ``` |
| 113 | + |
| 114 | +2. Make and commit the fix: |
| 115 | + ```bash |
| 116 | + git add . |
| 117 | + git commit -m "Fix critical bug" |
| 118 | + git push origin hotfix-1.4.1 |
| 119 | + ``` |
| 120 | + |
| 121 | +3. Create a pull request to main |
| 122 | +4. After merge, follow the normal release process with version `v1.4.1` |
| 123 | + |
| 124 | +## Testing a Release (TestPyPI) |
| 125 | + |
| 126 | +### Build Locally from a Tag |
| 127 | + |
| 128 | +```bash |
| 129 | +git tag v1.4.0-rc1 |
| 130 | +python -m build |
| 131 | +unzip -p dist/mxmake-*.whl mxmake/_version.py |
| 132 | +git tag -d v1.4.0-rc1 |
| 133 | +``` |
| 134 | + |
| 135 | +### Upload to TestPyPI |
| 136 | + |
| 137 | +```bash |
| 138 | +pip install twine |
| 139 | +twine upload --repository testpypi dist/* |
| 140 | +pip install --index-url https://test.pypi.org/simple/ mxmake |
| 141 | +``` |
| 142 | + |
| 143 | +## Release Checklist |
| 144 | + |
| 145 | +- [ ] All tests passing on main branch |
| 146 | +- [ ] CHANGES.md updated with release date |
| 147 | +- [ ] New unreleased section added to CHANGES.md |
| 148 | +- [ ] Changes committed and pushed |
| 149 | +- [ ] GitHub release created with correct tag (vX.Y.Z format) |
| 150 | +- [ ] GitHub Actions workflow completed successfully |
| 151 | +- [ ] Package visible on PyPI with correct version |
| 152 | +- [ ] Release announced (if applicable) |
| 153 | + |
| 154 | +## Troubleshooting |
| 155 | + |
| 156 | +**Build fails with "version not found"** |
| 157 | +- Ensure you're in a git repository with tags fetched |
| 158 | +- Run: `git fetch --tags && python -m build` |
| 159 | + |
| 160 | +**Version is wrong in built package** |
| 161 | +- Ensure clean checkout at the tagged commit |
| 162 | +- Run: `git checkout v1.4.0 && git status && python -m build` |
| 163 | + |
| 164 | +**CI fails to publish to PyPI** |
| 165 | +- Check GitHub Actions workflow logs |
| 166 | +- Verify PyPI trusted publisher configuration |
| 167 | +- Contact repository maintainers |
| 168 | + |
| 169 | +**README doesn't render correctly on PyPI** |
| 170 | +- Test locally: `python -m build && twine check dist/*` |
| 171 | +- Upload to TestPyPI first |
| 172 | +- Fix markdown formatting in relevant files |
| 173 | + |
| 174 | +## Maintainer Notes |
| 175 | + |
| 176 | +### PyPI Trusted Publisher Setup |
| 177 | + |
| 178 | +Uses GitHub Actions OIDC for publishing (no API tokens needed): |
| 179 | +- Publisher: GitHub |
| 180 | +- Owner: mxstack |
| 181 | +- Repository: mxmake |
| 182 | +- Workflow: release.yml |
| 183 | +- Environment: release-pypi |
| 184 | + |
| 185 | +### GitHub Release Environments |
| 186 | + |
| 187 | +The workflow uses two environments: |
| 188 | +- **release-test-pypi**: Auto-publishes development versions to test.pypi.org on every main branch commit |
| 189 | +- **release-pypi**: Publishes official releases to pypi.org on GitHub release events |
| 190 | + |
| 191 | +## Changelog Management |
| 192 | + |
| 193 | +### Format |
| 194 | + |
| 195 | +```markdown |
| 196 | +## Changes |
| 197 | + |
| 198 | +## X.Y.Z (unreleased) |
| 199 | + |
| 200 | +- Description of change |
| 201 | + |
| 202 | +## X.Y.Z (YYYY-MM-DD) |
| 203 | + |
| 204 | +- Description of change |
| 205 | +``` |
| 206 | + |
| 207 | +### Key Points |
| 208 | + |
| 209 | +- Version in CHANGES.md is **manual** (you edit it) |
| 210 | +- Package version is **automatic** (from git tag via hatch-vcs) |
| 211 | +- Format: "## X.Y.Z (YYYY-MM-DD)" for released versions |
| 212 | +- Optionally add "[author]" at the end of each change entry |
| 213 | + |
| 214 | +### Why This Works |
| 215 | + |
| 216 | +With hatch-vcs, the package version is determined at build time from git tags. This means: |
| 217 | +- Maintain a human-readable changelog manually |
| 218 | +- Build system automatically gets the correct version |
| 219 | +- No need to sync version numbers across multiple files |
| 220 | + |
| 221 | +## Manual Release (Not Recommended) |
| 222 | + |
| 223 | +For emergency situations only: |
| 224 | + |
| 225 | +```bash |
| 226 | +git checkout v1.4.0 |
| 227 | +python -m build |
| 228 | +twine upload dist/* |
| 229 | +``` |
| 230 | + |
| 231 | +This bypasses CI checks and is not recommended for normal releases. |
| 232 | + |
| 233 | +## Version Management Tools |
| 234 | + |
| 235 | +### Check Current Version |
| 236 | + |
| 237 | +```bash |
| 238 | +git describe --tags |
| 239 | +python -c "import mxmake; print(mxmake.__version__)" |
| 240 | +python -m build && unzip -p dist/mxmake-*.whl mxmake/_version.py |
| 241 | +``` |
| 242 | + |
| 243 | +### List All Releases |
| 244 | + |
| 245 | +```bash |
| 246 | +git tag --list 'v*' --sort=-version:refname | head |
| 247 | +pip index versions mxmake |
| 248 | +``` |
| 249 | + |
| 250 | +## Further Reading |
| 251 | + |
| 252 | +- [Semantic Versioning](https://semver.org/) |
| 253 | +- [hatch-vcs Documentation](https://github.com/ofek/hatch-vcs) |
| 254 | +- [GitHub Releases](https://docs.github.com/en/repositories/releasing-projects-on-github) |
| 255 | +- [PyPI Trusted Publishers](https://docs.pypi.org/trusted-publishers/) |
| 256 | +- [Python Packaging Guide](https://packaging.python.org/) |
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