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Versioning and release process

Release process

When making a new release, firstly you have to decide on a new version number for the release.

Version bumping

cardano-api is using Haskell Package Versioning Policy for numbering each release version.

In order to decide which version number needs to be bumped up, it is necessary to know what was the latest released version of a package. Three simple ways are:

When you found out the current version of cardano-api, the next step is to find out if the changes within the scope of the release are breaking or not. To make this process easier, each pull request has information about that - see the compatibility field in the example changelog here. This information becomes available in the next step of the process, in the changelog preparation after executing generate-pr-changelogs.sh script. You can defer decision about the version bump to that point.

In general, the PVP decision tree may become useful in the process. For example, if the current version of cardano-api is 8.4.1.2, you need to bump version to:

  • 8.4.1.3 - if there are only backwards-compatible bug-fixes
  • 8.4.2.0 - if there are only backwards-compatible features or bug-fixes
  • 8.5.0.0 - if there are any breaking changes
  • 9.0.0.0 - for major Cardano releases

After deciding on the version number, set the correct version field in all cabal files in this repo.

Changelog preparation

The changelog preparation workflow is using cardano-updates to gather all information and produce the changelog in markdown format. The full documentation for scripts is located in cardano-updates repository.

This part requires user to have the following tools installed on your local machine:

Alternatively, you can enter the cardano-api nix-shell, where these tools are already available, by running

nix develop

in cardano-api directory.

💡 Tip

Steps which are only required when performing this process for the first time are marked with 🍀 .

In order to generate changelog files in markdown format use the following steps:

  1. 🍀 Clone the cardano-dev repo at the same level as cardano-api:

    git clone https://github.com/input-output-hk/cardano-dev

    Check that you're authenticated to GitHub using GitHub CLI:

    gh auth status

    If you're not authenticated, follow the steps shown on the command output.

  2. Create a release branch in cardano-api, for example:

    git checkout -b release/cardano-api-8.3.0.0

    🔆 Note

    A separate branch needs to be created for every cabal package you're planning to release. For example if you'd like to release both cardano-api and cardano-api-gen you need to create two branches (with correct version numbers): release/cardano-api-8.3.0.0 and release/cardano-api-gen-8.1.0.0.

  3. Download all PRs data from the cardano-api repo. This will take some time if the number of all PRs is large. From cardano-api directory, run:

    ../cardano-dev/scripts/download-prs.sh IntersectMBO/cardano-api

    The downloaded PRs can be inspected in ~/.cache/cardano-updates/ directory.

    🔆 Note

    It would be advisable to make changelog entries corrections in the descriptions of GitHub PRs itself, as this would let us use GitHub PRs as a single source of truth for the changelog generation process. This also means, that after making a change to a changelog in a PR description, the whole procedure needs to be restarted from this download step. The output changelog can be reviewed in the next step.

  4. Generate markdown changelogs from Yaml detail file providing the hash of the previous release tag in the command line argument. For example for the changelog between the tag cardano-api-8.2.0.0 and HEAD:

    ../cardano-dev/scripts/generate-pr-changelogs.sh IntersectMBO/cardano-api cardano-api-8.2.0.0..HEAD

    This will process downloaded PRs and use those marked with feature or bug to produce the changelog to the standard output.

    💡 Tip

    You can sort all tags ascendingly using: git show-ref --tags --dereference | sort -V -t '/' -k 3,3

  5. Add generated changelog in the previous step to CHANGELOG.md file in respective cabal package in cardano-api repository, near the top of the file, adding a new section for the version being prepared, for example: ## 8.3.0.0. After doing that, create a PR from a new branch back to master. Make sure that the release PR contains:

    • updated changelogs
    • bumped version fields in cabal files

🔆 Note

Usually the release PR should only contain a changelog update and a version bump. If you are making a release which aims to contain everything from master branch, there should be no additional code changes in the release PR. An exception to that would be a release with a backported fix for example, where the release PR should contain required code changes too.

💡 Tip

Hold off on tagging and merging of the release PR, until CHaP PR gets merged. See: p. 5 in Releasing to cardano-haskell-packages.

💡 Tip

Avoid unnecessary rebasing of the release PR to prevent accidental inclusion of unwanted changes. The release PR should be merged using merge queue with an explicit merge commit.

Releasing to cardano-haskell-packages

After verifying the release PR diff that it contains the correct contents, it should be uploaded to cardano-haskell-packages (aka CHaP).

Detailed description of the release process is described in CHaP repository README. Briefly speaking, it requires executing of the following steps:

  1. 🍀 Clone cardano-haskell-packages:

    git clone https://github.com/IntersectMBO/cardano-haskell-packages
cd cardano-haskell-packages

  2. Run the following script, replacing <commit-hash> with the just tagged commit hash:

    ./scripts/add-from-github.sh https://github.com/IntersectMBO/cardano-api <commit-hash> cardano-api cardano-api-gen

    List all packages names for release in the script invocation, after the commit hash like in the example above. The script will create a separate commit for each package.

  3. Push your HEAD to a new branch, and create a PR in CHaP. An example release PR which you might want to use as a reference: IntersectMBO/cardano-haskell-packages#345 .

  4. Merge the PR - you don't need additional approvals for that if you belong to the correct GitHub access group.

    After package gets released, you can check the released version at: https://chap.intersectmbo.org/all-package-versions/ and update the version in the dependant packages, in their cabal files, for example: cardano-api ^>= 8.3 Don't forget to bump the CHaP index in cabal.project and flake.lock too. See CONTRIBUTING.md section on updating dependencies how to to do so.

💡 Tip

CHaP CI build can fail due to various reasons, like invalid haddock syntax. Tagging and merging the release PR after CHaP PR allows to accommodate for potential issues which can arise here.

Tagging the release version

After successful CI build in CHaP, the release PR (in the cardano-api repo) can be tagged and then enqueued to merge.

  1. Make sure that:

    1. Your HEAD is on the commit you're going to tag - this has to be the same commit which was released to CHaP
    2. Your HEAD is in release/packagename-version.x branch history on the origin remote (the .x suffix is optional).

  2. Use the following script to prepare the tag:

    ../cardano-dev/scripts/tag.sh

    This script will extract the version numbers from cabal files, create the tag and push it to the origin remote. Please note that the tagging process will fail if either:

    1. The tag already exists on the origin remote
    2. The packagename/CHANGELOG.md does not contain an entry for the new version.

GitHub release pipeline

If the repo has a release pipeline configured, it will be triggered on the tag push.

  1. If the release pipeline (if any, see e.g. here for CLI) fails during the Get specific check run status step of the Wait for Hydra check-runs pipeline, this means Hydra did not run on the tagged commit. This can happen if the tagged commit is not the remote HEAD when you create the PR, or if you change the tag after the fact.

    To make hydra run on the tagged commit, checkout this commit, create a branch whose name starts with ci/ (see Hydra's code) and push this branch. Hydra will pick it up and you can then retrigger release creation as follows (the branch from which you execute this command doesn't matter much): gh workflow run "Release Upload" -r $(git branch --show-current) -f target_tag=cardano-api-8.2.0.0.

  2. If a GitHub release is automatically created by the CI, as visible on https://github.com/IntersectMBO/cardano-api/releases, undraft the release by clicking the pen on the top right, then untick Set as a pre-release, and finally select Update release.

    ⚠️ GitHub bug

    If you try to undraft a PR using the gh API, you will observe that the PATCH endpoint messes up existing metadata of the release (author, associated commit, etc.). So you HAVE to use the UI, as described above.

Troubleshooting

Build fails due to installed package instance does not exist

If you notice that your build fails due to an error similar to the following one:

 Configuring library for cardano-ledger-conway-1.8.0.0..
Error: cabal: The following package dependencies were requested
--dependency='cardano-ledger-alonzo=cardano-ledger-alonzo-1.4.1.0-b1d2cdacf3fecf8f57f465701c6cc39a19521597ceee354f7a1ea4688dec9d9f'
--dependency='cardano-ledger-babbage=cardano-ledger-babbage-1.4.4.0-3f75b69fa5a14215f31de708afe86d5d69fbecea8ff284dc3265e0701eada7b6'
however the given installed package instance does not exist.

increase the cabal cache version number in .github/workflows/haskell.yml:

CABAL_CACHE_VERSION: "2023-08-22"

Usually setting this date to the current date is enough. If it is already set to the current date, you can add a suffix to it - the important part is to make it unique across all builds which occurred until now, for example 2023-08-22-1. This issue happens due to frequent cache collisions in the cabal-cache.

References

  1. https://github.com/input-output-hk/cardano-updates/tree/master/scripts
  2. https://github.com/IntersectMBO/cardano-ledger/blob/master/RELEASING.md
  3. https://chap.intersectmbo.org/index.html
  4. https://input-output-hk.github.io/cardano-engineering-handbook/policy/haskell/packaging/versioning.html