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Release Guidelines

The release manager will need the right permissions for:

  • github.com (includes the PyPI credentials)

If you are new in this role, ask for the proper setup you need to run this process manually.

Process of release

  1. Begin to draft a new release in Github, using the appropriate version tag
    1. Note we follow semver
  2. Create a new branch off of staging, named changelog/<VERSION>
  3. After generating the release notes, copy these into the CHANGELOG.md file, with the appropriate header
  4. Bump the version in pyproject.toml
  5. Open a Pull Request against staging for this changelog
  6. Once approved and merged into staging, delete the branch, and create a new branch off staging, named release/<VERSION>
  7. Push this branch, and open a PR against master, which should include the changelog from step 3
  8. Once this passes tests, is approved, and merged to master, run Build and Publish Python Package with the new version
  9. Verify the release is successful and pushed to PyPI