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| 1 | +Release procedure |
| 2 | +================= |
| 3 | + |
| 4 | +This page describes the recommended steps to create, test, and publish a release |
| 5 | +for this project. Follow the "prerelease first, stable later" flow to avoid |
| 6 | +accidental uploads to PyPI. |
| 7 | + |
| 8 | +Prerequisites |
| 9 | +------------- |
| 10 | + |
| 11 | +- Add repository secrets in GitHub (Settings → Secrets and variables → Actions): |
| 12 | + - `TEST_PYPI_API_TOKEN` — API token created on TestPyPI (value begins with |
| 13 | + ``pypi-``). |
| 14 | + - `PYPI_API_TOKEN` — API token created on PyPI (value begins with |
| 15 | + ``pypi-``). |
| 16 | +- Verify `pyproject.toml` metadata (`project.name` and `version`). |
| 17 | +- Confirm build tooling is available locally when needed: |
| 18 | + ``python -m pip install --upgrade build twine`` |
| 19 | + |
| 20 | +Release checklist |
| 21 | +----------------- |
| 22 | + |
| 23 | +1. Bump the version in `pyproject.toml`. |
| 24 | + |
| 25 | + - For a prerelease/test run use a prerelease version (example: ``0.2.0-rc1``). |
| 26 | + - For a stable release use a normal version (example: ``0.2.0``). |
| 27 | + |
| 28 | +2. Commit the version change and create a tag. |
| 29 | + |
| 30 | + Annotated prerelease (publishes to TestPyPI): |
| 31 | + |
| 32 | + .. code-block:: bash |
| 33 | +
|
| 34 | + git add pyproject.toml |
| 35 | + git commit -m "Bump version to 0.2.0-rc1" |
| 36 | + git tag -a v0.2.0-rc1 -m "v0.2.0-rc1 - prerelease" |
| 37 | + git push origin v0.2.0-rc1 |
| 38 | +
|
| 39 | + Annotated stable release (publishes to PyPI): |
| 40 | + |
| 41 | + .. code-block:: bash |
| 42 | +
|
| 43 | + git add pyproject.toml |
| 44 | + git commit -m "Bump version to 0.2.0" |
| 45 | + git tag -a v0.2.0 -m "v0.2.0 - release" |
| 46 | + git push origin v0.2.0 |
| 47 | +
|
| 48 | +3. Verify the CI run |
| 49 | + |
| 50 | + - The release workflow builds the sdist and wheel and uploads them as an |
| 51 | + artifact, then publishes to TestPyPI or PyPI depending on the tag name. |
| 52 | + - Tags containing a dash (``-``) publish to TestPyPI. Tags without a dash |
| 53 | + publish to PyPI. This repository uses that convention intentionally so you |
| 54 | + can test on TestPyPI first. |
| 55 | + |
| 56 | +4. Smoke-test the published package (for prerelease) |
| 57 | + |
| 58 | + Install from TestPyPI and run quick checks: |
| 59 | + |
| 60 | + .. code-block:: bash |
| 61 | +
|
| 62 | + python -m pip install --index-url https://test.pypi.org/simple/ --extra-index-url https://pypi.org/simple python-project-template-AS==0.2.0rc1 |
| 63 | +
|
| 64 | + - Verify that imports and basic functionality work as expected. |
| 65 | + |
| 66 | +5. Promote to stable (after verification) |
| 67 | + |
| 68 | + - Update `pyproject.toml` version to the stable version (e.g. ``0.2.0``), |
| 69 | + commit, tag, and push the stable tag. The workflow will publish to PyPI. |
| 70 | + |
| 71 | +Deleting tags |
| 72 | +------------- |
| 73 | + |
| 74 | +If you accidentally pushed a tag and want to remove it from the remote: |
| 75 | + |
| 76 | +.. code-block:: bash |
| 77 | +
|
| 78 | + # delete remote tag |
| 79 | + git push origin --delete refs/tags/v0.2.0 |
| 80 | +
|
| 81 | + # delete local tag |
| 82 | + git tag -d v0.2.0 |
| 83 | +
|
| 84 | +Removing GitHub Releases |
| 85 | +------------------------ |
| 86 | + |
| 87 | +- To remove a GitHub Release created by CI, use the Releases page in the |
| 88 | + repository or the GitHub CLI: |
| 89 | + |
| 90 | +.. code-block:: bash |
| 91 | +
|
| 92 | + gh release delete v0.2.0 --repo andreascaglioni/python-project-template -y |
| 93 | +
|
| 94 | +Notes and tips |
| 95 | +-------------- |
| 96 | + |
| 97 | +- The release workflow in `.github/workflows/release.yml` has two publish jobs: |
| 98 | + - `publish-testpypi` runs for prerelease tags (contains ``-``) and uses |
| 99 | + `TEST_PYPI_API_TOKEN`. |
| 100 | + - `publish-pypi` runs for stable tags (no ``-``) and uses `PYPI_API_TOKEN`. |
| 101 | +- The workflow intentionally disables OIDC for publishing and uses repository |
| 102 | + secrets. Keep your secrets rotated and never commit them. |
| 103 | +- Consider protecting the PyPI publish step with a GitHub environment that |
| 104 | + requires manual approval for extra safety. |
| 105 | + |
| 106 | +Changelog and release notes |
| 107 | +--------------------------- |
| 108 | + |
| 109 | +- Prepare changelog entries in `CHANGELOG.md` under an "Unreleased" section |
| 110 | + and move them into a versioned section when releasing. |
| 111 | + |
| 112 | +Acknowledgments |
| 113 | +--------------- |
| 114 | + |
| 115 | +Automated by repository release workflow. If you find a problem, open an issue |
| 116 | +or submit a PR. |
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