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Setup release plan #234

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83 changes: 83 additions & 0 deletions .github/workflows/plan-release.yml
Original file line number Diff line number Diff line change
@@ -0,0 +1,83 @@
name: Release Plan Review
on:
push:
branches:
- main
- master
pull_request:
types:
- labeled

concurrency:
group: plan-release # only the latest one of these should ever be running
cancel-in-progress: true

jobs:
check-plan:
name: "Check Release Plan"
runs-on: ubuntu-latest
outputs:
command: ${{ steps.check-release.outputs.command }}

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

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)

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

- uses: pnpm/action-setup@v2
with:
version: 8
- run: pnpm install --frozen-lockfile

- 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 }}

- 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 }}
59 changes: 59 additions & 0 deletions .github/workflows/publish.yml
Original file line number Diff line number Diff line change
@@ -0,0 +1,59 @@
# 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

name: Publish Stable

on:
workflow_dispatch:
push:
branches:
- main
- master

concurrency:
group: publish-${{ github.head_ref || github.ref }}
cancel-in-progress: true

jobs:
check-plan:
name: "Check Release Plan"
runs-on: ubuntu-latest
outputs:
command: ${{ steps.check-release.outputs.command }}

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

publish:
name: "NPM Publish"
runs-on: ubuntu-latest
needs: check-plan
if: needs.check-plan.outputs.command == 'release'

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'

- uses: pnpm/action-setup@v2
with:
version: 8
- run: pnpm install --frozen-lockfile
- name: npm publish
run: pnpm release-plan publish

env:
GITHUB_AUTH: ${{ secrets.GITHUB_TOKEN }}
NODE_AUTH_TOKEN: ${{ secrets.NPM_TOKEN }}
79 changes: 15 additions & 64 deletions RELEASE.md
Original file line number Diff line number Diff line change
@@ -1,76 +1,27 @@
# Release Process

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.

## Preparation

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.

When reviewing merged PR's the labels to be used are:

- 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.

## Release

Once the prep work is completed, the actual release is straight forward:

- First, ensure that you have installed your projects dependencies:

```sh
pnpm install
```
Since the majority of the actual release process is automated, the remaining tasks before releasing are:

- 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

For instance:

```bash
export GITHUB_AUTH=abc123def456
```

[generate-token]: https://github.com/settings/tokens/new?scopes=repo&description=GITHUB_AUTH+env+variable

- Test that the release will succeed. Make sure your `origin` git remote is using SSH (or you are authorized via your protocol of choice)

```sh
npx release-it --dry-run
```

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.

```sh
git push --set-upstream origin main
```
When reviewing merged PR's the labels to be used are:

- 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.

```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`

[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

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
27 changes: 14 additions & 13 deletions package.json
Original file line number Diff line number Diff line change
Expand Up @@ -32,14 +32,28 @@
"eslint": "^8.19.0",
"prettier": "^3.0.2",
"release-it": "^15.5.0",
"release-plan": "^0.5.0",
"typescript": "^4.7.4"
},
"engines": {
"node": "16.* || >= 18"
},
"volta": {
"node": "16.20.1",
"yarn": "1.22.18",
"pnpm": "8.7.6"
},
"publishConfig": {
"registry": "https://registry.npmjs.org"
},
"pnpm": {
"overrides": {
"@octokit/core": "^4.0.0"
},
"notes": {
"@octokit/core": "release-it -> @octokit/rest -> @octokit/plugin-paginate-rest wants @octokit/core v4, but found 3.6. The other way of solving this is to go more experimental / git / pr references: https://github.com/GavinJoyce/ember-headlessui/pull/161 -- the problem is that release-it-lerna-changelog + release-it have incompatible peers"
}
},
"release-it": {
"plugins": {
"@release-it-plugins/lerna-changelog": {
Expand All @@ -54,18 +68,5 @@
"release": true,
"tokenRef": "GITHUB_AUTH"
}
},
"pnpm": {
"overrides": {
"@octokit/core": "^4.0.0"
},
"notes": {
"@octokit/core": "release-it -> @octokit/rest -> @octokit/plugin-paginate-rest wants @octokit/core v4, but found 3.6. The other way of solving this is to go more experimental / git / pr references: https://github.com/GavinJoyce/ember-headlessui/pull/161 -- the problem is that release-it-lerna-changelog + release-it have incompatible peers"
}
},
"volta": {
"node": "16.20.1",
"yarn": "1.22.18",
"pnpm": "8.7.6"
}
}
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