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# Creating PythonLibCore releases | ||
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These instructions cover steps needed to create new releases of | ||
PythonLibCore. Many individual steps are automated, but we don\'t want | ||
to automate the whole procedure because it would be hard to react if | ||
something goes terribly wrong. When applicable, the steps are listed as | ||
commands that can be copied and executed on the command line. | ||
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# Preconditions | ||
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## Operating system and Python requirements | ||
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Generating releases has only been tested on Linux, but it ought to work | ||
the same way also on OSX and other unixes. Generating releases on | ||
Windows may work but is not tested, supported, or recommended. | ||
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Creating releases is only supported with Python 3.6 or newer. | ||
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The `pip` and `invoke` commands below are also expected to run on Python | ||
3.6+. Alternatively, it\'s possible to use the `python3.6 -m pip` | ||
approach to run these commands. | ||
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## Python dependencies | ||
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Many steps are automated using the generic [Invoke](http://pyinvoke.org) | ||
tool with a help by our [rellu](https://github.com/robotframework/rellu) | ||
utilities, but also other tools and modules are needed. A pre-condition | ||
is installing all these, and that\'s easiest done using | ||
[pip](http://pip-installer.org) and the provided | ||
[requirements-build.txt](requirements-build.txt) file: | ||
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pip install -r requirements-build.txt | ||
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## Using Invoke | ||
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Invoke tasks are defined in the [tasks.py](tasks.py) file and they are | ||
executed from the command line like: | ||
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inv[oke] task [options] | ||
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Run `invoke` without arguments for help. All tasks can be listed using | ||
`invoke --list` and each task\'s usage with `invoke --help task`. | ||
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## Different Git workflows | ||
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Git commands used below always expect that `origin` is the project main | ||
repository. If that\'s not the case, and instead `origin` is your | ||
personal fork, you probably still want to push to the main repository. | ||
In that case you need to add `upstream` or similar to `git push` | ||
commands before running them. | ||
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# Testing | ||
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Make sure that adequate unit and acceptance tests are executed using | ||
supported interpreters and operating systems before releases are | ||
created. Unit and acceptance tests can be executed by running | ||
[utest/run.py](utest/run.py) and [atest/run.py](atest/run.py) scripts, | ||
respectively. | ||
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# Preparation | ||
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1. Check that you are on the master branch and have nothing left to | ||
commit, pull, or push: | ||
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git branch | ||
git status | ||
git pull --rebase | ||
git push | ||
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2. Clean up: | ||
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invoke clean | ||
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3. Set version information to a shell variable to ease copy-pasting | ||
further commands. Add `aN`, `bN` or `rcN` postfix if creating a | ||
pre-release: | ||
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VERSION=<version> | ||
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For example, `VERSION=3.0.1` or `VERSION=3.1a2`. | ||
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# Release notes | ||
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1. Set GitHub user information into shell variables to ease | ||
copy-pasting the following command: | ||
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GITHUB_USERNAME=<username> | ||
GITHUB_PASSWORD=<password> | ||
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Alternatively, supply the credentials when running that command. | ||
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2. Generate a template for the release notes: | ||
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invoke release-notes -w -v $VERSION -u $GITHUB_USERNAME -p $GITHUB_PASSWORD | ||
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The `-v $VERSION` option can be omitted if [version is already | ||
set](#set-version). Omit the `-w` option if you just want to get | ||
release notes printed to the console, not written to a file. | ||
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When generating release notes for a preview release like `3.0.2rc1`, | ||
the list of issues is only going to contain issues with that label | ||
(e.g. `rc1`) or with a label of an earlier preview release (e.g. | ||
`alpha1`, `beta2`). | ||
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3. Fill the missing details in the generated release notes template. | ||
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4. Make sure that issues have correct information: | ||
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- All issues should have type (bug, enhancement or task) and | ||
priority set. Notice that issues with the task type are | ||
automatically excluded from the release notes. | ||
- Issue priorities should be consistent. | ||
- Issue titles should be informative. Consistency is good here | ||
too, but no need to overdo it. | ||
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If information needs to be added or edited, its better to edit it in | ||
the issue tracker than in the generated release notes. This allows | ||
re-generating the list of issues later if more issues are added. | ||
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5. Add, commit and push: | ||
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git add docs/PythonLibCore-$VERSION.rst | ||
git commit -m "Release notes for $VERSION" docs/PythonLibCore-$VERSION.rst | ||
git push | ||
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6. Update later if necessary. Writing release notes is typically the | ||
biggest task when generating releases, and getting everything done | ||
in one go is often impossible. | ||
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# Set version | ||
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1. Set version information in | ||
[src/robotlibcore.py](src/robotlibcore.py): | ||
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invoke set-version $VERSION | ||
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2. Commit and push changes: | ||
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git commit -m "Updated version to $VERSION" src/robotlibcore.py | ||
git push | ||
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# Tagging | ||
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1. Create an annotated tag and push it: | ||
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git tag -a v$VERSION -m "Release $VERSION" | ||
git push --tags | ||
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2. Add short release notes to GitHub\'s [releases | ||
page](https://github.com/robotframework/PythonLibCore/releases) with | ||
a link to the full release notes. | ||
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# Creating distributions | ||
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1. Checkout the earlier created tag if necessary: | ||
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git checkout v$VERSION | ||
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This isn\'t necessary if continuing right after [tagging](#tagging). | ||
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2. Cleanup (again). This removes temporary files as well as `build` and | ||
`dist` directories: | ||
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invoke clean | ||
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3. Create source distribution and universal (i.e. Python 2 and 3 | ||
compatible) [wheel](http://pythonwheels.com): | ||
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python setup.py sdist bdist_wheel --universal | ||
ls -l dist | ||
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Distributions can be tested locally if needed. | ||
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4. Upload distributions to PyPI: | ||
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twine upload dist/* | ||
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5. Verify that project the page at | ||
[PyPI](https://pypi.org/project/robotframework-pythonlibcore/) looks | ||
good. | ||
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6. Test installation (add `--pre` with pre-releases): | ||
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pip install --upgrade robotframework-pythonlibcore | ||
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# Post actions | ||
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1. Back to master if needed: | ||
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git checkout master | ||
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2. Set dev version based on the previous version: | ||
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invoke set-version dev | ||
git commit -m "Back to dev version" src/robotlibcore.py | ||
git push | ||
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For example, `1.2.3` is changed to `1.2.4.dev1` and `2.0.1a1` to | ||
`2.0.1a2.dev1`. | ||
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3. Close the [issue tracker | ||
milestone](https://github.com/robotframework/PythonLibCore/milestones). | ||
Create also new milestone for the next release unless one exists | ||
already. | ||
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# Announcements | ||
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1. [robotframework-users](https://groups.google.com/group/robotframework-users) | ||
and | ||
[robotframework-announce](https://groups.google.com/group/robotframework-announce) | ||
lists. The latter is not needed with preview releases but should be | ||
used at least with major updates. Notice that sending to it requires | ||
admin rights. | ||
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2. Twitter. Either Tweet something yourself and make sure it\'s | ||
re-tweeted by [\@robotframework](http://twitter.com/robotframework), | ||
or send the message directly as [\@robotframework]{.title-ref}. This | ||
makes the note appear also at <http://robotframework.org>. | ||
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Should include a link to more information. Possibly a link to the | ||
full release notes or an email to the aforementioned mailing lists. | ||
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3. Slack community. The `#general` channel is probably best. | ||
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4. Possibly also [Robot Framework | ||
LinkedIn](https://www.linkedin.com/groups/Robot-Framework-3710899) | ||
group. |
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