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EOS/docs/develop/release.md
Bobby Noelte 56f1a72ab3
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fix: bump release workflow blocked by rules (#962)
GitHub actions are not allowed to create commits on the main branch.
Instead create a pull request for bumping version to development
version.

Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-03-17 21:00:55 +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 | Open a **Pull Request to set the development version marker** |
| 6 | Maintainer | Review and **merge the development version 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/workflows/bump-version.yml` for details.
### 5⃣ CI: Open Pull Request for Development Version Marker
After tagging the release, the CI automatically opens a Pull Request to bump
the version to the next development version marker `.dev`.
See `.github/workflows/bump-version.yml` for details.
**PR Title:**
```text
chore: bump dev version to vX.Y+1.0.dev
```
### 6⃣ Maintainer: Review and Merge the Development Version PR
**Review Checklist:**
- ✅ Only `src/akkudoktoreos/core/version.py` is modified
- ✅ Version has `.dev` suffix
- ✅ No unrelated changes are included
**Merge Strategy:**
- Prefer **Merge Commit** (or **Squash Merge**, per project preference)
- Use commit message: `chore: bump dev version to vX.Y+1.0.dev`
## ✅ 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. Open development version PR** | CI | Open PR to set development marker |
| **6. Review & merge development version PR** | Maintainer | Merge `.dev` version into `main` |