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Merge pull request #234 from embroider-build/setup-release-plan
Setup release plan
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name: Release Plan Review | ||
on: | ||
push: | ||
branches: | ||
- main | ||
- master | ||
pull_request: | ||
types: | ||
- labeled | ||
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concurrency: | ||
group: plan-release # only the latest one of these should ever be running | ||
cancel-in-progress: true | ||
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jobs: | ||
check-plan: | ||
name: "Check Release Plan" | ||
runs-on: ubuntu-latest | ||
outputs: | ||
command: ${{ steps.check-release.outputs.command }} | ||
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steps: | ||
- uses: actions/checkout@v4 | ||
with: | ||
fetch-depth: 0 | ||
ref: 'main' | ||
# This will only cause the `check-plan` job to have a "command" of `release` | ||
# when the .release-plan.json file was changed on the last commit. | ||
- id: check-release | ||
run: if git diff --name-only HEAD HEAD~1 | grep -w -q ".release-plan.json"; then echo "command=release"; fi >> $GITHUB_OUTPUT | ||
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prepare_release_notes: | ||
name: Prepare Release Notes | ||
runs-on: ubuntu-latest | ||
timeout-minutes: 5 | ||
needs: check-plan | ||
outputs: | ||
explanation: ${{ steps.explanation.outputs.text }} | ||
# only run on push event if plan wasn't updated (don't create a release plan when we're releasing) | ||
# only run on labeled event if the PR has already been merged | ||
if: (github.event_name == 'push' && needs.check-plan.outputs.command != 'release') || (github.event_name == 'pull_request' && github.event.pull_request.merged == true) | ||
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steps: | ||
- uses: actions/checkout@v4 | ||
# We need to download lots of history so that | ||
# lerna-changelog can discover what's changed since the last release | ||
with: | ||
fetch-depth: 0 | ||
- uses: actions/setup-node@v4 | ||
with: | ||
node-version: 18 | ||
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- uses: pnpm/action-setup@v2 | ||
with: | ||
version: 8 | ||
- run: pnpm install --frozen-lockfile | ||
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- name: "Generate Explanation and Prep Changelogs" | ||
id: explanation | ||
run: | | ||
set -x | ||
pnpm release-plan prepare | ||
echo 'text<<EOF' >> $GITHUB_OUTPUT | ||
jq .description .release-plan.json -r >> $GITHUB_OUTPUT | ||
echo 'EOF' >> $GITHUB_OUTPUT | ||
env: | ||
GITHUB_AUTH: ${{ secrets.GITHUB_TOKEN }} | ||
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- uses: peter-evans/create-pull-request@v5 | ||
with: | ||
commit-message: "Prepare Release using 'release-plan'" | ||
author: "github-actions[bot] <[email protected]>" | ||
labels: "internal" | ||
branch: release-preview | ||
title: Prepare Release | ||
body: | | ||
This PR is a preview of the release that [release-plan](https://github.com/embroider-build/release-plan) has prepared. To release you should just merge this PR 👍 | ||
----------------------------------------- | ||
${{ steps.explanation.outputs.text }} |
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# For every push to the master branch, this checks if the release-plan was | ||
# updated and if it was it will publish stable npm packages based on the | ||
# release plan | ||
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name: Publish Stable | ||
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on: | ||
workflow_dispatch: | ||
push: | ||
branches: | ||
- main | ||
- master | ||
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concurrency: | ||
group: publish-${{ github.head_ref || github.ref }} | ||
cancel-in-progress: true | ||
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jobs: | ||
check-plan: | ||
name: "Check Release Plan" | ||
runs-on: ubuntu-latest | ||
outputs: | ||
command: ${{ steps.check-release.outputs.command }} | ||
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steps: | ||
- uses: actions/checkout@v4 | ||
with: | ||
fetch-depth: 0 | ||
ref: 'main' | ||
# This will only cause the `check-plan` job to have a result of `success` | ||
# when the .release-plan.json file was changed on the last commit. This | ||
# plus the fact that this action only runs on main will be enough of a guard | ||
- id: check-release | ||
run: if git diff --name-only HEAD HEAD~1 | grep -w -q ".release-plan.json"; then echo "command=release"; fi >> $GITHUB_OUTPUT | ||
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publish: | ||
name: "NPM Publish" | ||
runs-on: ubuntu-latest | ||
needs: check-plan | ||
if: needs.check-plan.outputs.command == 'release' | ||
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steps: | ||
- uses: actions/checkout@v4 | ||
- uses: actions/setup-node@v4 | ||
with: | ||
node-version: 18 | ||
# This creates an .npmrc that reads the NODE_AUTH_TOKEN environment variable | ||
registry-url: 'https://registry.npmjs.org' | ||
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- uses: pnpm/action-setup@v2 | ||
with: | ||
version: 8 | ||
- run: pnpm install --frozen-lockfile | ||
- name: npm publish | ||
run: pnpm release-plan publish | ||
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env: | ||
GITHUB_AUTH: ${{ secrets.GITHUB_TOKEN }} | ||
NODE_AUTH_TOKEN: ${{ secrets.NPM_TOKEN }} |
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# Release Process | ||
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Releases are mostly automated using | ||
[release-it](https://github.com/release-it/release-it/) and | ||
[lerna-changelog](https://github.com/lerna/lerna-changelog/). | ||
Releases in this repo are mostly automated using [release-plan](https://github.com/embroider-build/release-plan/). Once you label all your PRs correctly (see below) you will have an automatically generated PR that updates your CHANGELOG.md file and a `.release-plan.json` that is used prepare the release once the PR is merged. | ||
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## Preparation | ||
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Since the majority of the actual release process is automated, the primary | ||
remaining task prior to releasing is confirming that all pull requests that | ||
have been merged since the last release have been labeled with the appropriate | ||
`lerna-changelog` labels and the titles have been updated to ensure they | ||
represent something that would make sense to our users. Some great information | ||
on why this is important can be found at | ||
[keepachangelog.com](https://keepachangelog.com/en/1.0.0/), but the overall | ||
guiding principle here is that changelogs are for humans, not machines. | ||
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When reviewing merged PR's the labels to be used are: | ||
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- breaking - Used when the PR is considered a breaking change. | ||
- enhancement - Used when the PR adds a new feature or enhancement. | ||
- bug - Used when the PR fixes a bug included in a previous release. | ||
- documentation - Used when the PR adds or updates documentation. | ||
- internal - Used for internal changes that still require a mention in the | ||
changelog/release notes. | ||
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## Release | ||
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Once the prep work is completed, the actual release is straight forward: | ||
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- First, ensure that you have installed your projects dependencies: | ||
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```sh | ||
pnpm install | ||
``` | ||
Since the majority of the actual release process is automated, the remaining tasks before releasing are: | ||
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- Second, ensure that you have obtained a | ||
[GitHub personal access token][generate-token] with the `repo` scope (no | ||
other permissions are needed). Make sure the token is available as the | ||
`GITHUB_AUTH` environment variable. | ||
- correctly labeling **all** pull requests that have been merged since the last release | ||
- updating pull request titles so they make sense to our users | ||
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For instance: | ||
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```bash | ||
export GITHUB_AUTH=abc123def456 | ||
``` | ||
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[generate-token]: https://github.com/settings/tokens/new?scopes=repo&description=GITHUB_AUTH+env+variable | ||
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- Test that the release will succeed. Make sure your `origin` git remote is using SSH (or you are authorized via your protocol of choice) | ||
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```sh | ||
npx release-it --dry-run | ||
``` | ||
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If you've changed your origin from https to ssh, be sure to set the upstream: | ||
Some great information on why this is important can be found at [keepachangelog.com](https://keepachangelog.com/en/1.1.0/), but the overall | ||
guiding principle here is that changelogs are for humans, not machines. | ||
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```sh | ||
git push --set-upstream origin main | ||
``` | ||
When reviewing merged PR's the labels to be used are: | ||
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- And last (but not least 😁) do your release. | ||
* breaking - Used when the PR is considered a breaking change. | ||
* enhancement - Used when the PR adds a new feature or enhancement. | ||
* bug - Used when the PR fixes a bug included in a previous release. | ||
* documentation - Used when the PR adds or updates documentation. | ||
* internal - Internal changes or things that don't fit in any other category. | ||
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```sh | ||
npx release-it | ||
``` | ||
**Note:** `release-plan` requires that **all** PRs are labeled. If a PR doesn't fit in a category it's fine to label it as `internal` | ||
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[release-it](https://github.com/release-it/release-it/) manages the actual | ||
release process. It will prompt you to to choose the version number after which | ||
you will have the chance to hand tweak the changelog to be used (for the | ||
`CHANGELOG.md` and GitHub release), then `release-it` continues on to tagging, | ||
pushing the tag and commits, etc. | ||
## Release | ||
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If prompted for a username/password by `release-it`, the `GITHUB_AUTH` environment | ||
variable was not detected. Enter your username, and use your personal access token | ||
as the password, and the release should succeed. | ||
Once the prep work is completed, the actual release is straight forward: you just need to merge the open [Plan Release](https://github.com/embroider-build/addon-blueprint/pulls?q=is%3Apr+is%3Aopen+%22Prepare+Release%22+in%3Atitle) PR |
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