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Create RELEASING.md, Update version to 1.15.0.dev/0.36b0.dev (#1429)
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# Releasing OpenTelemetry Packages (for maintainers only) | ||
This document explains how to publish all OT modules at version x.y.z. Ensure that you’re following semver when choosing a version number. | ||
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Release Process: | ||
* [Checkout a clean repo](#checkout-a-clean-repo) | ||
* [Update versions](#update-versions) | ||
* [Create a new branch](#create-a-new-branch) | ||
* [Open a Pull Request](#open-a-pull-request) | ||
* [Create a Release](#Create-a-Release) | ||
* [Move stable tag](#Move-stable-tag) | ||
* [Update main](#Update-main) | ||
* [Check PyPI](#Check-PyPI) | ||
* [Troubleshooting](#troubleshooting) | ||
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## Checkout a clean repo | ||
To avoid pushing untracked changes, check out the repo in a new dir | ||
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## Update versions | ||
The update of the version information relies on the information in eachdist.ini to identify which packages are stable, prerelease or | ||
experimental. Update the desired version there to begin the release process. | ||
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## Create a new branch | ||
The following script does the following: | ||
- update main locally | ||
- creates a new release branch `release/<version>` | ||
- updates version and changelog files | ||
- commits the change | ||
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*NOTE: This script was run by a GitHub Action but required the Action bot to be excluded from the CLA check, which it currently is not.* | ||
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```bash | ||
./scripts/prepare_release.sh | ||
``` | ||
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## Open a Pull Request | ||
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The PR should be opened from the `release/<version>` branch created as part of running `prepare_release.sh` in the steps above. | ||
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## Create a Release | ||
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- Create the GH release from the main branch, using a new tag for this micro version, e.g. `v0.7.0` | ||
- Copy the changelogs from all packages that changed into the release notes (and reformat to remove hard line wraps) | ||
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## Check PyPI | ||
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This should be handled automatically on release by the [publish action](https://github.com/open-telemetry/opentelemetry-python/blob/main/.github/workflows/publish.yml). | ||
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- Check the [action logs](https://github.com/open-telemetry/opentelemetry-python/actions?query=workflow%3APublish) to make sure packages have been uploaded to PyPI | ||
- Check the release history (e.g. https://pypi.org/project/opentelemetry-api/#history) on PyPI | ||
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If for some reason the action failed, see [Publish failed](#publish-failed) below | ||
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## Move stable tag | ||
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This will ensure the docs are pointing at the stable release. | ||
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```bash | ||
git tag -d stable | ||
git tag stable | ||
git push --delete origin tagname | ||
git push origin stable | ||
``` | ||
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To validate this worked, ensure the stable build has run successfully: https://readthedocs.org/projects/opentelemetry-python/builds/. If the build has not run automatically, it can be manually trigger via the readthedocs interface. | ||
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## Update main | ||
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Ensure the version and changelog updates have been applied to main. Update the versions in eachdist.ini once again this time to include the `.dev0` tag and | ||
run eachdist once again: | ||
```bash | ||
./scripts/eachdist.py update_versions --versions stable,prerelease | ||
``` | ||
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If the diff includes significant changes, create a pull request to commit the changes and once the changes are merged, click the "Run workflow" button for the Update [OpenTelemetry Website Docs](https://github.com/open-telemetry/opentelemetry-python/actions/workflows/docs-update.yml) GitHub Action. | ||
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## Hotfix procedure | ||
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A `hotfix` is defined as a small change developed to correct a bug that should be released as quickly as possible. Due to the nature of hotfixes, they usually will only affect one or a few packages. Therefore, it usually is not necessary to go through the entire release process outlined above for hotfixes. Follow the below steps how to release a hotfix: | ||
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1. Identify the packages that are affected by the bug. Make the changes to those packages, merging to `main`, as quickly as possible. | ||
2. On your local machine, remove the `dev0` tags from the version number and increment the patch version number. | ||
3. On your local machine, update `CHANGELOG.md` with the date of the hotfix change. | ||
4. With administrator privileges for PyPi, manually publish the affected packages. | ||
a. Install [twine](https://pypi.org/project/twine/) | ||
b. Navigate to where the `setup.py` file exists for the package you want to publish. | ||
c. Run `python setup.py sdist bdist_wheel`. You may have to install [wheel](https://pypi.org/project/wheel/) as well. | ||
d. Validate your built distributions by running `twine check dist/*`. | ||
e. Upload distributions to PyPi by running `twine upload dist/*`. | ||
5. Note that since hotfixes are manually published, the build scripts for publish after creating a release are not run. | ||
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## Troubleshooting | ||
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### Publish failed | ||
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If for some reason the action failed, do it manually: | ||
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- Switch to the release branch (important so we don't publish packages with "dev" versions) | ||
- Build distributions with `./scripts/build.sh` | ||
- Delete distributions we don't want to push (e.g. `testutil`) | ||
- Push to PyPI as `twine upload --skip-existing --verbose dist/*` | ||
- Double check PyPI! |
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