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https://github.com/laminas/automatic-releases

Automated release process for `laminas/` projects, usable as github action
https://github.com/laminas/automatic-releases

automation github-actions laminas release tooling

Last synced: about 2 months ago
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Automated release process for `laminas/` projects, usable as github action

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# Release Automation

[![Build Status](https://github.com/laminas/automatic-releases/workflows/Continuous%20Integration/badge.svg)](https://github.com/laminas/automatic-releases/actions?query=workflow%3A"Continuous+Integration")
[![Psalm coverage](https://shepherd.dev/github/laminas/automatic-releases/coverage.svg?)](https://shepherd.dev/github/laminas/automatic-releases)

> ## πŸ‡·πŸ‡Ί Русским Π³Ρ€Π°ΠΆΠ΄Π°Π½Π°ΠΌ
>
> ΠœΡ‹, участники Laminas, Ρ€ΠΎΠ΄ΠΈΠ»ΠΈΡΡŒ ΠΈ ΠΆΠΈΠ²Π΅ΠΌ Π² Ρ€Π°Π·Π½Ρ‹Ρ… странах. Π£ ΠΌΠ½ΠΎΠ³ΠΈΡ… ΠΈΠ· нас Π΅ΡΡ‚ΡŒ Π΄Ρ€ΡƒΠ·ΡŒΡ, родствСнники ΠΈ ΠΊΠΎΠ»Π»Π΅Π³ΠΈ ΠΊΠ°ΠΊ Π² России, Ρ‚Π°ΠΊ ΠΈ Π² Π£ΠΊΡ€Π°ΠΈΠ½Π΅. НСкоторыС ΠΈΠ· нас Ρ€ΠΎΠ΄ΠΈΠ»ΠΈΡΡŒ Π² России. НСкоторыС ΠΈΠ· нас ΠΆΠΈΠ²ΡƒΡ‚ Π² России. Π£ Π½Π΅ΠΊΠΎΡ‚ΠΎΡ€Ρ‹Ρ… Π±Π°Π±ΡƒΡˆΠΊΠΈ ΠΈ Π΄Π΅Π΄ΡƒΡˆΠΊΠΈ ΡΡ€Π°ΠΆΠ°Π»ΠΈΡΡŒ с Ρ„Π°ΡˆΠΈΡΡ‚Π°ΠΌΠΈ Π²ΠΎ Π’Ρ‚ΠΎΡ€ΠΎΠΉ ΠΌΠΈΡ€ΠΎΠ²ΠΎΠΉ Π²ΠΎΠΉΠ½Π΅. Π—Π΄Π΅ΡΡŒ Π½ΠΈΠΊΡ‚ΠΎ Π½Π΅ ΠΏΠΎΠ΄Π΄Π΅Ρ€ΠΆΠΈΠ²Π°Π΅Ρ‚ Ρ„Π°ΡˆΠΈΠ·ΠΌ.
>
> Π£ ΠΎΠ΄Π½ΠΎΠ³ΠΎ ΠΈΠ· нас Π΅ΡΡ‚ΡŒ украинская родствСнница, которая спаслась ΠΈΠ· Π΄ΠΎΠΌΠ° вмСстС с сыном. ПоСзд задСрТался ΠΈΠ·-Π·Π° Π±ΠΎΠΌΠ±Π΅ΠΆΠΊΠΈ Π½Π° Π΄ΠΎΡ€ΠΎΠ³Π΅ Π²ΠΏΠ΅Ρ€Π΅Π΄ΠΈ. Π£ нас Π΅ΡΡ‚ΡŒ Π΄Ρ€ΡƒΠ·ΡŒΡ, ΠΊΠΎΡ‚ΠΎΡ€Ρ‹Π΅ прячутся Π² Π±ΠΎΠΌΠ±ΠΎΡƒΠ±Π΅ΠΆΠΈΡ‰Π°Ρ…. ΠœΡ‹ с Ρ‚Ρ€Π΅Π²ΠΎΠ³ΠΎΠΉ ΠΆΠ΄Π΅ΠΌ вСсточки ΠΎΡ‚ Π½ΠΈΡ… послС Π²ΠΎΠ·Π΄ΡƒΡˆΠ½Ρ‹Ρ… Π½Π°Π»Π΅Ρ‚ΠΎΠ², ΠΊΠΎΡ‚ΠΎΡ€Ρ‹Π΅ бСспорядочно наносят ΡƒΠ΄Π°Ρ€Ρ‹ ΠΈ ΠΏΠΎΠΏΠ°Π΄Π°ΡŽΡ‚ ΠΏΠΎ Π±ΠΎΠ»ΡŒΠ½ΠΈΡ†Π°ΠΌ, школам, дСтским садам ΠΈ Π΄ΠΎΠΌΠ°ΠΌ. ΠœΡ‹ Π½Π΅ Π±Π΅Ρ€Π΅ΠΌ это ΠΈΠ· ΠΊΠ°ΠΊΠΈΡ…-Π»ΠΈΠ±ΠΎ БМИ. ΠœΡ‹ наблюдаСм это Π½Π°ΠΏΡ€ΡΠΌΡƒΡŽ.
>
> Π’Ρ‹ довСряСтС Π½Π°ΠΌ достаточно, Ρ‡Ρ‚ΠΎΠ± ΠΈΡΠΏΠΎΠ»ΡŒΠ·ΠΎΠ²Π°Ρ‚ΡŒ наши ΠΏΡ€ΠΎΠ³Ρ€Π°ΠΌΠΌΡ‹, ΠΈ ΠΌΡ‹ просим вас Π΄ΠΎΠ²Π΅Ρ€ΠΈΡ‚ΡŒΡΡ Π½Π°ΠΌ вновь. ΠœΡ‹ нуТдаСмся Π² ΠΏΠΎΠΌΠΎΡ‰ΠΈ. Π’Ρ‹Ρ…ΠΎΠ΄ΠΈΡ‚Π΅ ΠΈ протСстуйтС ΠΏΡ€ΠΎΡ‚ΠΈΠ² этой бСсполСзной Π²ΠΎΠΉΠ½Ρ‹. ΠžΡΡ‚Π°Π½ΠΎΠ²ΠΈΡ‚Π΅ ΠΊΡ€ΠΎΠ²ΠΎΠΏΡ€ΠΎΠ»ΠΈΡ‚ΠΈΠ΅. Π‘ΠΊΠ°ΠΆΠΈΡ‚Π΅ "НСт Π²ΠΎΠΉΠ½Π΅!"
>
> ## πŸ‡ΊπŸ‡Έ To Citizens of Russia
>
> We at Laminas come from all over the world. Many of us have friends, family and colleagues in both Russia and Ukraine. Some of us were born in Russia. Some of us currently live in Russia. Some have grandparents who fought Nazis in World War II. Nobody here supports fascism.
>
> One team member has a Ukrainian relative who fled her home with her son. The train was delayed due to bombing on the road ahead. We have friends who are hiding in bomb shelters. We anxiously follow up on them after the air raids, which indiscriminately fire at hospitals, schools, kindergartens and houses. We're not taking this from any media. These are our actual experiences.
>
> You trust us enough to use our software. We ask that you trust us to say the truth on this. We need your help. Go out and protest this unnecessary war. Stop the bloodshed. Say "stop the war!"

This project is a [Github Action](https://github.com/features/actions) that allows
maintainers of open-source projects that follow [SemVer](https://semver.org/spec/v2.0.0.html)
to automate the automation of releases.

## Installation

To use this automation in your own repository, copy the [`examples/.github`](./examples/.github)
workflows into your own project:

```sh
cd /tmp
git clone https://github.com/laminas/automatic-releases.git
cd /path/to/your/project
mkdir -p .github/workflows
# Copy selected flow that fits for your project
cp /tmp/automatic-releases/examples/.github/release-on-milestone-closed.yml .github/workflows
# ... or:
cp /tmp/automatic-releases/examples/.github/release-on-milestone-closed-triggering-release-event.yml .github/workflows
git add .github/workflows
git commit -m "Added release automation"
```

To get started you need to create a branch for the next release. e.g. if your next milestone will be
`3.2.0` a `3.2.x` branch is required.

Then add following [secrets](https://docs.github.com/en/actions/configuring-and-managing-workflows/creating-and-storing-encrypted-secrets)
to your project or organization:

| Secret | Description |
| ------ | ----------- |
| `GIT_AUTHOR_NAME` | full name of the author of your releases: can be the name of a bot account. |
| `GIT_AUTHOR_EMAIL` | email address of the author of your releases: can be an email address of a bot account. |
| `SIGNING_SECRET_KEY` | a **password-less** private GPG key in ASCII format, to be used for signing your releases: please use a dedicated GPG subkey for this purpose. Unsigned releases are not supported, and won't be supported. See [Setting up GPG keys](#setting-up-gpg-keys) below for help. |
| `ORGANIZATION_ADMIN_TOKEN` | You have to provide an `ORGANIZATION_ADMIN_TOKEN` (with a full repo scope), which is a github token with administrative rights over your organization (or regular user project, for non-organization projects), issued by a user that has administrative rights over your project (that's you, if it is your own non-organization repository). This is required for the `laminas:automatic-releases:switch-default-branch-to-next-minor` command, because [changing default branch of a repository currently requires administrative token rights](https://developer.github.com/v3/repos/#update-a-repository). You can generate a token from your [personal access tokens page](https://github.com/settings/tokens/new). |

The `GITHUB_TOKEN` secret you see in the examples is automatically created for
you when you enable GitHub Actions. To learn more about how it works, read
["Authenticating with the GITHUB\_TOKEN"](https://docs.github.com/en/actions/configuring-and-managing-workflows/authenticating-with-the-github_token)
in the GitHub Docs.

### Required Repository Settings

Workflow permissions for the target repository must be set to Read and Write.
Additionally, you must check the box to "Allow GitHub Actions to create and approve pull requests" in Settings > Actions > General.
You can find the settings in: `github.com/ORG-NAME/REPO-NAME/settings/actions`

### Setting up GPG keys

#### Using a subkey from an existing GPG key

First open your master key for editing (use `--list-keys` to find it):

```bash
gpg --edit-key ""
```

Type `addkey` and select a type that is for signing, you might be asked about bit size depending on your choice.
When deciding over key expire, avoid setting to never expire, as recommendation of key bits will change over time.
Type `save` to persist the new subkey to your master key. Make a note of the Key ID as you will need it in the next step.

Next export the new sub key:

```bash
gpg --output private.key --armor --export-secret-subkeys "!"
```

This will be exported to the file `private.key`.
The `!` at the end is important as it limits the export to just the sub key

**Delete the file once you are done** and don't share it with anyone else

If your master key is password protected, you will need to remove the password from the subkey before you can add it into github settings.
You can skip this if your master key is not password protected.

To remove the password from the subkey, create an ephemeral gpg home directory:

```bash
install -d -m 700 gpg-tmp
```

Ensure that it works with gpg:

```bash
gpg --homedir gpg-tmp --list-keys
```

Import your subkey:

```bash
gpg --homedir gpg-tmp --import private.key
```

Enter edit mode:

```bash
gpg --homedir gpg-tmp --edit-key
```

Type `passwd`, entering your current password and then set the password to "" to remove it.

The command may give error `error changing passphrase: No secret key` when setting empty password.
You should ignore it as the password was really removed.

Type `save` to exit edit mode and re-export your subkey:

```bash
gpg --homedir gpg-tmp --output private.key --armor --export-secret-subkeys "!"
```

Finally, remove the ephemeral directory:

```bash
rm -rf gpg-tmp
```

You will now need to export your master public key with the new subkey public key to the file `public.key`:

```bash
gpg --output public.key --armor --export
```

Then republish it to anywhere that you currently publish your public keys.

#### Using a new key

To generate a new GPG key use the following command:

```bash
gpg2 --full-generate-key
```

Pick option 4, then type `4096` for key size, select your desired expiry.
Fill out the user information and leave the password blank.

Once generated it will output something like `gpg: key marked as ultimately trusted`. Take a note of this Key Id to use in the next step.

Now output the key to the file `private.key` in the correct format to put into the environment variable required for setup:

```bash
gpg --output private.key --armor --export-secret-key
```

**Delete the file once you are done** and don't share it with anyone else

Optionally, you can export the corresponding public key to the file `public.key`:

```bash
gpg --output public.key --armor --export
```

You can publish this key on your project webpage to allow users to verify your signed releases.
You could sign this new key with your personal key and the keys of other project maintainers to establish its provenance.

## Usage

Assuming your project has Github Actions enabled, each time you [**close**](https://developer.github.com/webhooks/event-payloads/#milestone)
a [**milestone**](https://docs.github.com/en/github/managing-your-work-on-github/creating-and-editing-milestones-for-issues-and-pull-requests),
this action will perform all following steps (or stop with an error):

1. determine if all issues and pull requests associated with this milestone are closed
2. determine if the milestone is named with the SemVer `x.y.z` format
3. create a changelog by looking at the milestone description and associated issues and pull requests
4. select branch `x.y.z` for the release (e.g. `1.1.x` for a `1.1.0` release)
5. create a tag named `x.y.z` on the selected branch, with the generated changelog
6. publish a release named `x.y.z`, with the generated tag and changelog
7. create (if applicable), a pull request from the selected branch to the next release branch
8. create (if necessary) a "next minor" release branch `x.y+1.z`
9. switch default repository branch to newest release branch

Please read the [`feature/`](./feature) specification for more detailed scenarios on how the tool is supposed
to operate.

## Branching model

In this model we operate with release branches (e.g. `1.0.x`, `1.1.x`, `1.2.x`).
This provides a lot of flexibility whilst keeping a single workflow.

![Branching model visualisation](./docs/branching-model.svg)

### Working on new features

The current default release branch should be used. The default branch is always automatically changed
after a new release is created.

An example is Mezzio that has `3.2.x` as the current default release branch for simple features and
deprecation notices and `4.0.x` for the next major release.

### Working on bug fixes

Bug fixes should be applied on the version which introduced the issue and then synchronized all way to
the current default release branch via merge-ups.

### Releasing

When releasing a new version `x.y.z`, a new branch will be created `x.y+1.z` and will be set as the next
default release branch. If a hotfix `x.y.z+1` is released, a merge-up branch is automatically created.

### Synchronizing branches

To keep branches synchronized merge-ups are used.

That consists in getting the changes of a specific released branch merged all the way up to the current
default branch. This ensures that all release branches are up-to-date and will never present a bug which
has already been fixed. Merge-up branches are automatically created but needs to be merged manually into
the targeted branch.

#### Example

Let's say we've released the versions `1.0.0` and `1.1.0`.
New features are being developed on `1.2.x`.
After a couple weeks, a bug was found on version `1.0.0`.

The fix for that bug should be done based on the branch `1.0.x` and, once merged, the branches should be updated
in this way:

1. Create a PR for the automatically created branch `1.0.x-merge-up-into-1.1.x_*`, using `1.1.x` as destination.
1. Merge the new PR into `1.1.x`.
1. Create a PR for the automatically created branch `1.1.x-merge-up-into-1.2.x_*`, using `1.2.x` as destination.
1. Merge the new PR into `1.2.x`.

:warning: when the merge-up can't be merged due to conflicts, it needs to be synced with the destination branch.
That's done by merging the destination into the merge-up branch and resolving the conflicts locally:

1. Update your local repository (`git fetch origin`)
1. Checkout to merge-up branch (`git checkout 1.1.x-merge-up-into-1.2.x_*`)
1. Sync merge-up branch (`git merge --no-ff origin/1.2.x`)
1. Solve conflicts (using `git mergetool` or through an IDE)
1. Resume merge (`git merge --continue`)
1. Push (`git push`)

If needed you can create a merge-up branch manually: `git checkout 1.0.x && git checkout -b 1.0.x-merge-up-into-1.1.x`

## Triggering release workflow events

Because the tokens generated by GitHub Actions are considered OAuth tokens,
they are incapable of triggering further workflow events ([see this document for
an explanation](https://docs.github.com/en/actions/reference/events-that-trigger-workflows#triggering-new-workflows-using-a-personal-access-token)).

As such, if you want to trigger a release event when automatic-releases runs,
you will need to modify your `.github/workflows/release-on-milestone-closed.yml`
file to assign the `ORGANIZATION_ADMIN_TOKEN` as the value of the
`GITHUB_TOKEN` environment variable for the `Release` step:

```yaml
- name: "Release"
uses: "./"
with:
command-name: "laminas:automatic-releases:release"
env:
"GITHUB_TOKEN": ${{ secrets.ORGANIZATION_ADMIN_TOKEN }}
```