prepare_release.yaml

name: Prepare release
on:
  workflow_dispatch:
    inputs:
      version:
        description: "The version to release"
        required: true

concurrency:
  group: "Prepare Release ${{ github.event.inputs.version }}"
  cancel-in-progress: true

env:
  BRANCH_NAME: ${{ github.ref_name }}
  BRANCH_IS_MAIN: ${{ github.ref_name == 'main' }}
  BRANCH_IS_RELEASE: ${{ startsWith(github.ref_name, 'release/') }}

jobs:
  prepare-release:
    name: Prepare release ${{ github.event.inputs.version }}
    runs-on: ubuntu-20.04
    defaults:
      run:
        shell: bash
    env:
      VERSION: ${{ github.event.inputs.version }}

    steps:
      # Mask internal URLs if logged
      - name: Add masks
        id: masks
        run: |
          echo "::add-mask::${{ secrets.INTERNAL_PYPI_URL_FOR_MASK }}"
          echo "::add-mask::${{ secrets.INTERNAL_REPO_URL_FOR_MASK }}"

      # Make sure that the target branch is:
      # - main, for release-candidates or major/minor releases
      # - a release branch, for dot/patch releases
      - name: Stop if branch is not main or release
        if: ${{ always() && !cancelled() }}
        run: |
          if [[ "${BRANCH_IS_MAIN}" == "false" && "${BRANCH_IS_RELEASE}" == 'false' ]]; then
            echo "Release cannot be done: target branch is not main or a release branch"
            echo "Got branch ${BRANCH_NAME}"
            exit 1
          fi

      # We need to include LFS files as some are needed for building the documentation
      - name: Checkout Code
        uses: actions/checkout@11bd71901bbe5b1630ceea73d27597364c9af683
        with:
          ref: ${{ github.ref }}
          token: ${{ secrets.BOT_TOKEN }}
          lfs: true

      - name: Set up Python 3.8
        uses: actions/setup-python@0b93645e9fea7318ecaed2b359559ac225c90a2b
        with:
          python-version: '3.8'

      - name: Install dependencies
        run: |
          python -m pip install --upgrade pip
          python -m pip install poetry==1.7.1
          make setup_env

      # Make sure that the workflow has been triggered from a release branch if this is a patch
      # release or from main otherwise. If not, the release preparation process is stopped
      # Additionally, for dot/patch releases, if the release branch name does not match the current
      # release version, the release preparation process is stopped as well
      - name: Check release preparation is from right branch
        run: |
          IS_PATCH="$(poetry run python ./script/make_utils/version_utils.py is_patch_release --version "$VERSION")"

          if [[ "${IS_PATCH}" == "true" ]]; then

            if [[ "${BRANCH_IS_RELEASE}" == "false" ]]; then
              echo "Patch release cannot be done: target branch is not a release branch"
              echo "Got branch '${BRANCH_NAME}'"
              exit 1

            else
              # Release branches are only used for non-release candidates and have a special naming
              # format (for example, "release/1.1.x" is used for all patch versions related to version 1.1)
              VERSION_MAJOR_MINOR=$(echo "${VERSION}" | cut -d '.' -f -2)
              EXPECTED_BRANCH_NAME="release/${VERSION_MAJOR_MINOR}.x"

              if [[ "${EXPECTED_BRANCH_NAME}" != "${BRANCH_NAME}" ]]; then
                echo "Patch release cannot be done: target branch name does not match the current version"
                echo "Got branch '${BRANCH_NAME}' for version '${VERSION}'"
                echo "Expected branch '${EXPECTED_BRANCH_NAME}'"
                exit 1
              fi
            fi

          elif [[ "${IS_PATCH}" == "false" && "${BRANCH_IS_MAIN}" == "false" ]]; then
            echo "Release cannot be done: target branch is not main"
            echo "Got branch '${BRANCH_NAME}'"
            exit 1
          fi

      - name: Set version
        run: |
          make set_version

      - name: Build apidocs
        run: |
          make apidocs

      # Open a PR with the new version and updated apidocs
      - name: Open PR
        uses: peter-evans/create-pull-request@5e914681df9dc83aa4e4905692ca88beb2f9e91f
        with:
          token: ${{ secrets.BOT_TOKEN }}
          commit-message: "chore: prepare release ${{ env.VERSION }}"
          branch: "chore/prepare_release_${{ env.VERSION }}"
          base: "${{ github.ref_name }}"
          title: "Prepare release ${{ env.VERSION }}"
          body: "Set version ${{ env.VERSION }} and build apidocs"

      - name: Slack Notification
        if: ${{ always() && !success() }}
        continue-on-error: true
        uses: rtCamp/action-slack-notify@c33737706dea87cd7784c687dadc9adf1be59990
        env:
          SLACK_CHANNEL: ${{ secrets.SLACK_CHANNEL }}
          SLACK_ICON: https://pbs.twimg.com/profile_images/1274014582265298945/OjBKP9kn_400x400.png
          SLACK_COLOR: ${{ job.status }}
          SLACK_MESSAGE: "Preparing release ${{ env.VERSION }} finished with status \
            ${{ job.status }} (${{ env.ACTION_RUN_URL }})"
          SLACK_USERNAME: ${{ secrets.BOT_USERNAME }}
          SLACK_WEBHOOK: ${{ secrets.SLACK_WEBHOOK }}