101 lines
4.8 KiB
Markdown
101 lines
4.8 KiB
Markdown
# Release Process
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This is the maintainer playbook for cutting a repository release. Historical release notes belong in [`CHANGELOG.md`](../../CHANGELOG.md); this file documents the repeatable process.
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## Preconditions
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- The tracked working tree is clean.
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- You are on `main`.
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- `CHANGELOG.md` already contains the release section you intend to publish.
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- README counts, badges, and acknowledgements are up to date.
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## Release Checklist
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1. Run the scripted preflight:
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```bash
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npm run release:preflight
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```
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This preflight now runs the deterministic `sync:release-state` flow, refreshes the tracked web assets in `apps/web-app/public`, executes the local test suite, installs the web-app dependencies, runs the web-app build, and performs `npm pack --dry-run --json` so release tags are validated against the same artifact path used later in CI.
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The active CI/release contract also expects:
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- Python dependencies to come from `tools/requirements.txt`,
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- the web app coverage job (`npm run app:test:coverage`) to stay green,
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- and `npm run security:docs` to pass without relying on non-blocking audit warnings.
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2. Mandatory documentation hardening (repo-wide SKILL.md security scan):
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```bash
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npm run security:docs
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```
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This is required so every release validates repo-wide risky command patterns and inline token-like examples before publishing.
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3. Optional hardening pass:
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```bash
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npm run validate:strict
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```
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Use this as a diagnostic signal. It is useful for spotting legacy quality debt, but it is not yet the release blocker for the whole repository.
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4. Update release-facing docs:
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- Add the release entry to [`CHANGELOG.md`](../../CHANGELOG.md).
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- Confirm `README.md` reflects the current version and generated counts.
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- Confirm Credits & Sources, contributors, and support links are still correct.
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- If PR or CI workflow behavior changed during the cycle, confirm maintainer and contributor docs mention the active checks (for example the `skill-review` workflow for `SKILL.md` pull requests).
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- If maintainers used `npm run sync:risk-labels` or a comparable cleanup flow during the cycle, make sure the maintainer docs still describe the current audit -> sync -> repo-state loop.
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5. Prepare the protected release PR:
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```bash
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npm run release:prepare -- X.Y.Z
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```
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This command:
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- checks `CHANGELOG.md` for `X.Y.Z`
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- aligns `package.json` / `package-lock.json`
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- runs the full release suite
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- refreshes release metadata in `README.md`
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- stages canonical release files
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- creates and pushes `release/vX.Y.Z`
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- opens a release PR containing the scripted canonical release state
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6. Merge the release PR through required checks, update local `main`, then publish the GitHub release:
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```bash
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npm run release:publish -- X.Y.Z
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```
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This command proves local `main` equals protected `origin/main` and the exact squash commit of the merged `release/vX.Y.Z` PR, checks that no canonical-sync PR or release-state drift remains, creates or reuses the matching local/remote tag safely, and creates the GitHub release object from the matching `CHANGELOG.md` section. It never pushes `main` directly and can be retried after a partial tag/release failure.
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7. Publish to npm if needed:
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```bash
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npm publish
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```
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Normally this still happens via the existing GitHub release workflow after the GitHub release is published.
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That workflow now reruns `sync:release-state`, installs Python dependencies from `tools/requirements.txt`, refreshes tracked web assets, fails on canonical drift via `git diff --exit-code`, executes tests and docs security checks, runs the web-app coverage gate, enforces `npm audit --audit-level=high`, builds the web app, and dry-runs the npm package before `npm publish`.
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## Canonical Sync Bot
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`main` still uses the repository's auto-sync model for canonical generated artifacts, but through a protected pull-request contract:
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- PRs stay source-only.
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- After merge, the `main` workflow may open or update `automation/canonical-repo-state`; it never pushes generated files directly to `main`.
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- The bot PR is only allowed to stage files resolved from `tools/scripts/generated_files.js --include-mixed`.
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- Its explicitly dispatched required checks require both managed-only paths and an exact converged Git tree before an immediate protected merge.
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- If repo-state sync leaves any unmanaged tracked or untracked drift, the workflow fails instead of pushing a partial fix.
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- The scheduled hygiene workflow follows the same contract and shares the same concurrency group so only one canonical sync writer runs at a time.
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## Rollback Notes
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- If the release tag is wrong, delete the tag locally and remotely before republishing.
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- If generated files drift after tagging, cut a follow-up patch release instead of mutating a published tag.
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- If npm publish fails after tagging, fix the issue, bump the version, and publish a new release instead of reusing the same version.
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