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PUBLISHING.md

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How to Publish a New Version

The code to be published should be in the main branch. Make sure that all the PRs to go in the release are merged, and decide on the release tag. Should it be a release candidate or the final tag, and should it be a major, minor or patch release, per semver rules.

Once ready to do a release, create a local branch that includes the following updates:

  1. Create a PR branch from an updated main branch.

  2. Update the CHANGELOG.md to add the new release. Only create a new section when working on the first release candidate for a new release. When transitioning from one release candidate to the next, or to an official release, just update the title and date of the change log section.

  3. Include details of the merged PRs included in this release. General process to follow:

  • Gather the set of PRs since the last release and put them into a list. A good tool to use for this is the github-changelog-generator. Steps:
    • Create a read only GitHub token for your account on this page: https://github.com/settings/tokens with a scope of repo / public_repo.
    • Use a command like the following, adjusting the tag parameters as appropriate. docker run -it --rm -v "$(pwd)":/usr/local/src/your-app githubchangeloggenerator/github-changelog-generator --user hyperledger --project aries-cloudagent-python --output 0.7.4-rc0.md --since-tag 0.7.3 --future-release 0.7.4-rc0 --release-branch main --token <your-token>
    • In the generated file, use only the PR list -- we don't include the list of closed issues in the Change Log.

In some cases, the approach above fails because of too many API calls. An alternate approach to getting the list of PRs in the right format is to use this scary sed pipeline process to get the same output.¥

  • Put the following commands into a file called changelog.sed
/Approved/d
/updated /d
/^$/d
/^ [0-9]/d
s/was merged.*//
/^@/d
s# by \(.*\) # [\1](https://github.com/\1)#
s/^ //
s#  \#\([0-9]*\)# [\#\1](https://github.com/hyperledger/aries-cloudagent-python/pull/\1) #
s/  / /g
/^Version/d
/tasks done/d
s/^/- /
  • Navigate in your browser to the paged list of PRs merged since the last release (using in the GitHub UI a filter such as is:pr is:merged sort:updated merged:>2022-04-07) and for each page, highlight, and copy the text of only the list of PRs on the page to use in the following step.
  • For each page, run the command sed -e :a -e '$!N;s/\n#/ #/;ta' -e 'P;D' <<EOF | sed -f changelog.sed, paste in the copied text and then type EOF. Redirect the output to a file, appending each page of output to the file.
    • The first sed command in the pipeline merges the PR title and PR number plus author lines onto a single line. The commands in the changelog.sed file just clean up the data, removing unwanted lines, etc.
  • At the end of that process, you should have a list of all of the PRs in a form you can use in the CHANGELOG.md file.
  • To verify you have right number of PRs, you can do a wc of the file and there should be one line per PR. You should scan the file as well, looking for anomalies, such as missing \s before # characters. It's a pretty ugly process.
    • Using a curl command and the GitHub API is probably a much better and more robust way to do this, but this was quick and dirty...

Once you have the list of PRs:

  • Organize the list into suitable categories, update (if necessary) the PR description and add notes to clarify the changes. See previous release entries to understand the style -- a format should help developers.
  • Add a narrative about the release above the PR that highlights what has gone into the release.

  1. Update the ReadTheDocs in the /docs folder by following the instructions in the docs/README.md file. That will likely add a number of new and modified files to the PR. Eliminate all of the errors in the generation process, either by mocking external dependencies or by fixing ACA-Py code. If necessary, create an issue with the errors and assign it to the appropriate developer. Experience has demonstrated to use that documentation generation errors should be fixed in the code.

  2. Update the version number listed in aries_cloudagent/version.py and, prefixed with a "v" in open-api/openapi.json (e.g. "0.7.2" in the version.py file and "v0.7.2" in the openapi.json file). The incremented version number should adhere to the Semantic Versioning Specification based on the changes since the last published release. For Release Candidates, the form of the tag is "0.7.2-rc0".

  3. An extra search of the repo for the existing tag is recommended to see if there are any other instances of the tag in the repo. If any are found to be required (other than in CHANGELOG.md and the examples in this file, of course), finding a way to not need them is best, but if they are needed, please update this document to note where the tag can be found.

  4. Double check all of these steps above, and then submit a PR from the branch. Add this new PR to CHANGELOG.md so that all the PRs are included. If there are still further changes to be merged, mark the PR as "Draft", repeat ALL of the steps again, and then mark this PR as ready and then wait until it is merged. It's embarrassing when you have to do a whole new release just becaused you missed something silly...I know!

  5. Immediately after it is merged, create a new GitHub tag representing the version. The tag name and title of the release should be the same as the version in aries_cloudagent/version.py. Use the "Generate Release Notes" capability to get a sequential listing of the PRs in the release, to complement the manually curated Changelog. Verify on PyPi that the version is published.

  6. New images for the release are automatically published by the GitHubAction Workflows: publish.yml and publish-indy.yml. The actions are triggered when a release is tagged, so no manual action is needed. The images are published in the Hyperledger Package Repository under aries-cloudagent-python and a link to the packages added to the repositories main page (under "Packages").

    Additional information about the container image publication process can be found in the document Container Images and Github Actions.

  1. Update the ACA-Py Read The Docs site by building the new "latest" (main branch) and activating and building the new release. Appropriate permissions are required to publish the new documentation version.