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BUILD.md

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# Creating PythonLibCore releases
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These instructions cover steps needed to create new releases of
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PythonLibCore. Many individual steps are automated, but we don\'t want
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to automate the whole procedure because it would be hard to react if
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something goes terribly wrong. When applicable, the steps are listed as
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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
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the same way also on OSX and other unixes. Generating releases on
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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
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3.6+. Alternatively, it\'s possible to use the `python3.6 -m pip`
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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)
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tool with a help by our [rellu](https://github.com/robotframework/rellu)
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utilities, but also other tools and modules are needed. A pre-condition
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is installing all these, and that\'s easiest done using
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[pip](http://pip-installer.org) and the provided
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[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
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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
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`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
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repository. If that\'s not the case, and instead `origin` is your
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personal fork, you probably still want to push to the main repository.
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In that case you need to add `upstream` or similar to `git push`
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commands before running them.
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# Testing
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Make sure that adequate unit and acceptance tests are executed using
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supported interpreters and operating systems before releases are
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created. Unit and acceptance tests can be executed by running
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[utest/run.py](utest/run.py) and [atest/run.py](atest/run.py) scripts,
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respectively.
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# Preparation
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1. Check that you are on the master branch and have nothing left to
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commit, pull, or push:
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git branch
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git status
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git pull --rebase
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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
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further commands. Add `aN`, `bN` or `rcN` postfix if creating a
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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
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copy-pasting the following command:
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GITHUB_USERNAME=<username>
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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
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set](#set-version). Omit the `-w` option if you just want to get
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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`,
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the list of issues is only going to contain issues with that label
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(e.g. `rc1`) or with a label of an earlier preview release (e.g.
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`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
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priority set. Notice that issues with the task type are
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automatically excluded from the release notes.
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- Issue priorities should be consistent.
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- Issue titles should be informative. Consistency is good here
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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
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the issue tracker than in the generated release notes. This allows
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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
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git commit -m "Release notes for $VERSION" docs/PythonLibCore-$VERSION.rst
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git push
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6. Update later if necessary. Writing release notes is typically the
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biggest task when generating releases, and getting everything done
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in one go is often impossible.
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# Set version
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1. Set version information in
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[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 $VERSION" src/robotlibcore.py
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git push
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# Tagging
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1. Create an annotated tag and push it:
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git tag -a v$VERSION -m "Release $VERSION"
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git push --tags
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2. Add short release notes to GitHub\'s [releases
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page](https://github.com/robotframework/PythonLibCore/releases) with
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a link to the full release notes.
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# Creating distributions
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1. Checkout the earlier created tag if necessary:
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git checkout v$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
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`dist` directories:
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invoke clean
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3. Create source distribution and universal (i.e. Python 2 and 3
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compatible) [wheel](http://pythonwheels.com):
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python setup.py sdist bdist_wheel --universal
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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
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[PyPI](https://pypi.org/project/robotframework-pythonlibcore/) looks
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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
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git commit -m "Back to dev version" src/robotlibcore.py
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git push
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For example, `1.2.3` is changed to `1.2.4.dev1` and `2.0.1a1` to
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`2.0.1a2.dev1`.
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3. Close the [issue tracker
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milestone](https://github.com/robotframework/PythonLibCore/milestones).
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Create also new milestone for the next release unless one exists
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already.
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# Announcements
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1. [robotframework-users](https://groups.google.com/group/robotframework-users)
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and
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[robotframework-announce](https://groups.google.com/group/robotframework-announce)
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lists. The latter is not needed with preview releases but should be
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used at least with major updates. Notice that sending to it requires
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admin rights.
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2. Twitter. Either Tweet something yourself and make sure it\'s
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re-tweeted by [\@robotframework](http://twitter.com/robotframework),
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or send the message directly as [\@robotframework]{.title-ref}. This
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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
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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
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LinkedIn](https://www.linkedin.com/groups/Robot-Framework-3710899)
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group.

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