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| 1 | +# Ansible Release Process |
| 2 | + |
| 3 | +## Preamble |
| 4 | + |
| 5 | +This document describes the ansible community package release process. |
| 6 | + |
| 7 | +> **Note** |
| 8 | +> |
| 9 | +> Throughout this page, placeholder values in code blocks are formatted as |
| 10 | +> `{PLACEHOLDER}` where `PLACEHOLDER` describes the value to fill in. |
| 11 | +
|
| 12 | + |
| 13 | +## Set up repository clones |
| 14 | + |
| 15 | +First, you need to set up ansible-build-data and antsibull repository clones. |
| 16 | +This only needs to be done once. |
| 17 | + |
| 18 | +1. [Fork][abd-fork] the [ansible-build-data] repository. |
| 19 | +2. Checkout the antsibull and ansible-documentation repositories |
| 20 | + and change into antsibull. |
| 21 | + |
| 22 | + ``` |
| 23 | + git clone https://github.com/ansible/ansible-documentation |
| 24 | + git clone https://github.com/ansible-community/antsibull |
| 25 | + cd antsibull |
| 26 | + ``` |
| 27 | +3. Checkout ansible-build-data and configure your fork. |
| 28 | + |
| 29 | + To checkout the repository run |
| 30 | + |
| 31 | + ``` |
| 32 | + mkdir build |
| 33 | + cd build |
| 34 | + git clone https://github.com/ansible-community/ansible-build-data |
| 35 | + cd ansible-build-data |
| 36 | + ``` |
| 37 | + |
| 38 | + Then, configure your fork. |
| 39 | + This guide uses your Github username as the fork remote name. |
| 40 | + |
| 41 | + ``` |
| 42 | + git remote add {USERNAME} https://github.com/{USERNAME}/ansible-build-data |
| 43 | + git fetch {USERNAME} -v |
| 44 | + ``` |
| 45 | + |
| 46 | +## Release |
| 47 | + |
| 48 | +1. Change into the antsibull checkout. |
| 49 | + Make sure you have the `main` branch checked out |
| 50 | + and run `git pull` to update to the latest commit. |
| 51 | + |
| 52 | +2. Create a clean virtual environment for the release process. |
| 53 | + |
| 54 | + ``` |
| 55 | + rm -rf release-venv |
| 56 | + python3 -m venv release-venv |
| 57 | + . ./release-venv/bin/activate |
| 58 | + pip install -U pip |
| 59 | + ``` |
| 60 | + |
| 61 | + Install the `antsibull`, `ansible-core`, and `twine` python packages, |
| 62 | + as well as the community.general collection. |
| 63 | + |
| 64 | + ``` |
| 65 | + pip install antsibull ansible-core twine |
| 66 | + ansible-galaxy collection install --force community.general |
| 67 | + ``` |
| 68 | + |
| 69 | +3. Run the [ansible release playbook][release-playbook] |
| 70 | + with the appropriate options. |
| 71 | + You can see the [argument spec][release-playbook-args] |
| 72 | + for a full breakdown, but this describes the basic usage. |
| 73 | + |
| 74 | + ``` |
| 75 | + export ANSIBLE_CALLBACK_RESULT_FORMAT=yaml |
| 76 | + ansible-playbook playbooks/build-single-release.yaml -e antsibull_ansible_version={VERSION} |
| 77 | + ``` |
| 78 | + |
| 79 | + > **Note** |
| 80 | + > |
| 81 | + > When building ansible versions greater than 9.0.0a1, |
| 82 | + > `Validate tags file` task failures will fail the release playbook instead |
| 83 | + > of warning and moving on. |
| 84 | + > See [policies.md][tagging-enforcement] for how to proceed if this step fails. |
| 85 | +
|
| 86 | +4. Commit the changes and push them to your fork. |
| 87 | + |
| 88 | + You can run the following commands to do so |
| 89 | + |
| 90 | + ``` |
| 91 | + cd build/ansible-build-data |
| 92 | + git switch -c release-{VERSION} |
| 93 | + git add {MAJOR VERSION}/ |
| 94 | + git commit -m "Ansible {VERSION}: Dependencies, changelog and porting guide" |
| 95 | + git push -u {USERNAME} release-{VERSION} |
| 96 | + ``` |
| 97 | + |
| 98 | + Then, submit a pull request against ansible-build-data upstream. |
| 99 | + |
| 100 | +5. Submit a PR to ansible/ansible-documentation to add the new porting guide to the docsite. |
| 101 | + Copy the porting guide to the ansible docsite directory |
| 102 | + in your ansible checkout with the following command |
| 103 | + |
| 104 | + ``` |
| 105 | + cp {MAJOR VERSION}/porting_guide_{MAJOR VERSION}.rst ../ansible-documentation/docs/docsite/rst/porting_guides/ |
| 106 | + ``` |
| 107 | + |
| 108 | + switch to the ansible checkout, |
| 109 | + commit and push the changes, |
| 110 | + and then submit a PR as you normally would. |
| 111 | + You can use `Add Ansible community {VERSION} porting guide` as the commit message. |
| 112 | + |
| 113 | +6. Once the ansible-build-data PR has been merged, |
| 114 | + publish the build artifacts to PyPI. |
| 115 | + From the antsibull repository root, run |
| 116 | + |
| 117 | + ``` |
| 118 | + twine upload build/ansible-{VERSION}.tar.gz build/ansible-{VERSION}*.whl |
| 119 | + ``` |
| 120 | + |
| 121 | +7. Tag the release commit in the ansible-build-data repository. |
| 122 | + |
| 123 | + ``` |
| 124 | + cd build/ansible-build-data |
| 125 | + git switch main |
| 126 | + git pull |
| 127 | + git tag {VERSION} {MERGED PR COMMIT HASH} -a -m "Ansible {VERSION}: Changelog, Porting Guide and Dependent Collection Details" |
| 128 | + git push --follow-tags |
| 129 | + ``` |
| 130 | + |
| 131 | +8. Announce the release on Matrix and the mailing list. |
| 132 | + TODO: Move announcement templates into this repository. |
| 133 | + Release managers can copy and paste the previous release's announcement for |
| 134 | + now. |
| 135 | + Make sure to change the version numbers and sha256sum in the announcement |
| 136 | + text. |
| 137 | + |
| 138 | +[abd-fork]: https://github.com/ansible-community/ansible-build-data/fork |
| 139 | +[ansible-build-data]: https://github.com/ansible-community/ansible-build-data |
| 140 | +[release-playbook]: https://github.com/ansible-community/antsibull/blob/main/playbooks/build-single-release.yaml |
| 141 | +[release-playbook-args]: https://github.com/ansible-community/antsibull/blob/main/roles/build-release/meta/argument_specs.yml |
| 142 | +[tagging-enforcement]: https://github.com/gotmax23/ansible-build-data/blob/docs/docs/policies.md#enforcement |
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