Files
EOS/docs/develop/release.md
Bobby Noelte 58d70e417b feat: add Home Assistant and NodeRED adapters (#764)
Adapters for Home Assistant and NodeRED integration are added.
Akkudoktor-EOS can now be run as Home Assistant add-on and standalone.

As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard
in Home Assistant.

The fix includes several bug fixes that are not directly related to the adapter
implementation but are necessary to keep EOS running properly and to test and
document the changes.

* fix: development version scheme

  The development versioning scheme is adaptet to fit to docker and
  home assistant expectations. The new scheme is x.y.z and x.y.z.dev<hash>.
  Hash is only digits as expected by home assistant. Development version
  is appended by .dev as expected by docker.

* fix: use mean value in interval on resampling for array

  When downsampling data use the mean value of all values within the new
  sampling interval.

* fix: default battery ev soc and appliance wh

  Make the genetic simulation return default values for the
  battery SoC, electric vehicle SoC and appliance load if these
  assets are not used.

* fix: import json string

  Strip outer quotes from JSON strings on import to be compliant to json.loads()
  expectation.

* fix: default interval definition for import data

  Default interval must be defined in lowercase human definition to
  be accepted by pendulum.

* fix: clearoutside schema change

* feat: add adapters for integrations

  Adapters for Home Assistant and NodeRED integration are added.
  Akkudoktor-EOS can now be run as Home Assistant add-on and standalone.

  As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard
  in Home Assistant.

* feat: allow eos to be started with root permissions and drop priviledges

  Home assistant starts all add-ons with root permissions. Eos now drops
  root permissions if an applicable user is defined by paramter --run_as_user.
  The docker image defines the user eos to be used.

* feat: make eos supervise and monitor EOSdash

  Eos now not only starts EOSdash but also monitors EOSdash during runtime
  and restarts EOSdash on fault. EOSdash logging is captured by EOS
  and forwarded to the EOS log to provide better visibility.

* feat: add duration to string conversion

  Make to_duration to also return the duration as string on request.

* chore: Use info logging to report missing optimization parameters

  In parameter preparation for automatic optimization an error was logged for missing paramters.
  Log is now down using the info level.

* chore: make EOSdash use the EOS data directory for file import/ export

  EOSdash use the EOS data directory for file import/ export by default.
  This allows to use the configuration import/ export function also
  within docker images.

* chore: improve EOSdash config tab display

  Improve display of JSON code and add more forms for config value update.

* chore: make docker image file system layout similar to home assistant

  Only use /data directory for persistent data. This is handled as a
  docker volume. The /data volume is mapped to ~/.local/share/net.akkudoktor.eos
  if using docker compose.

* chore: add home assistant add-on development environment

  Add VSCode devcontainer and task definition for home assistant add-on
  development.

* chore: improve documentation
2025-12-30 22:08:21 +01:00

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% SPDX-License-Identifier: Apache-2.0
(release-page)=
# Release Process
This document describes how to prepare and publish a new release **via a Pull Request from a fork**,
and how to set a **development version** after the release.
## ✅ Overview of the Process
| Step | Actor | Action |
|------|-------------|--------|
| 1 | Contributor | Prepare a release branch **in your fork** |
| 2 | Contributor | Open a **Pull Request to upstream** (`Akkudoktor-EOS/EOS`) |
| 3 | Maintainer | Review and **merge the release PR** |
| 4 | CI | Create the **GitHub Release and tag** |
| 5 | CI | Set the **development version marker** via a follow-up PR |
## 🔄 Detailed Workflow
### 1⃣ Contributor: Prepare the Release in Your Fork
#### Clone and sync your fork
```bash
git clone https://github.com/<your-username>/EOS
cd EOS
git remote add eos https://github.com/Akkudoktor-EOS/EOS
git fetch eos
git checkout main
git pull eos main
````
#### Create the release branch
```bash
git checkout -b release/vX.Y.Z
```
#### Bump the version information
Set `__version__` in src/akkudoktoreos/core/version.py
```python
__version__ = 0.3.0
```
Prepare version by updating versioned files, e.g.:
- config.yaml
and the generated documentation:
```bash
make prepare-version
```
Check the changes by:
```bash
make test-version
```
#### Create a new CHANGELOG.md entry
Edit CHANGELOG.md
#### Create the new release commit
Add all the changed version files and all other changes to the commit.
```bash
git add src/akkudoktoreos/core/version.py CHANGELOG.md ...
git commit -s -m "chore: Prepare Release v0.3.0"
```
#### Push the branch to your fork
```bash
git push --set-upstream origin release/v0.3.0
```
### 2⃣ Contributor: Open the Release Preparation Pull Request
| From | To |
| ------------------------------------ | ------------------------- |
| `<your-username>/EOS:release/vX.Y.Z` | `Akkudoktor-EOS/EOS:main` |
**PR Title:**
```text
chore: prepare release vX.Y.Z
```
**PR Description Template:**
```markdown
## Prepare Release vX.Y.Z
This pull request prepares release **vX.Y.Z**.
### Changes
- Version bump
- Changelog update
### Changelog Summary
<!-- Copy key highlights from CHANGELOG.md here -->
See `CHANGELOG.md` for full details.
```
### 3⃣ Maintainer: Review and Merge the Release PR
**Review Checklist:**
- ✅ Only version files and `CHANGELOG.md` are modified
- ✅ Version numbers are consistent
- ✅ Changelog is complete and properly formatted
- ✅ No unrelated changes are included
**Merge Strategy:**
- Prefer **Merge Commit** (or **Squash Merge**, per project preference)
- Use commit message: `chore: Prepare Release vX.Y.Z`
### 4⃣ CI: Publish the GitHub Release
The new release will automatically be published by the GitHub CI action.
See `.github/workflwows/bump-version.yml`for details.
### 5⃣ CI: Prepare the Development Version Marker
The development version marker `.dev` will automatically be set by the GitHub CI action.
See `.github/workflwows/bump-version.yml`for details.
## ✅ Quick Reference
| Step | Actor | Action |
| ---- | ----- | ------ |
| **1. Prepare release branch** | Contributor | Bump version & changelog |
| **2. Open release PR** | Contributor | Submit release for review |
| **3. Review & merge release PR** | Maintainer | Finalize changes into `main` |
| **4. Publish GitHub Release** | CI | Create tag & notify users |
| **5. Prepare development version branch** | CI | Set development marker |