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serverless/RELEASE_PROCESS.md
Piotr Grzesik fb8852e2e8 docs: Improve RELEASE_PROCESS.md
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Release process

Semi-automation

Serverless Framework relies on semantic commit messages which allow to streamline the release process (versioning and changelog generation is automated)

See proposed Commit Message Guidelines

In PR's as coming from forks (community contributions) while its welcome, we do not require to follow semantic commit messages. Yet, such PR is expected to be squash merged by project members with a single semantic commit message.

PR's coming from branches have commit messages validated with commmitlint

Release flow

Releases are triggered manually by preparing a release PRs

Preparation steps:

  1. Create the release branch (should derive from the current main state)

  2. Bump version ranges of all dependencies to the latest supported versions (e.g. if the latest version of a dependency is 2.3.5 and the range in a package.json is ^2.2.4 then it should be updated to ^2.3.5)
    Note: If can handle it with a tool like ncu (ncu --target minor --upgrade) or if you handle the installation of dependencies through npm-cross-link then --bump-deps option will bump version ranges as expected

  3. Commit eventual dependency version updates with the following commit message:
    chore: Bump dependencies

  4. Run npm run prepare-release command.
    It'll automatically bump the version in package.json to the expected one (by inspecting changes since the previous release) and will generate a new changelog entry.

  5. Improve generated changelog entry in CHANGELOG.md:

    • Ensure to remove eventual items that were already published with patch releases
    • Improve formatting and messages if applicable (each entry should have an issue/pr, commit, and author associated with it)
    • Ensure that updated CHANGELOG.md follows prettier formatting

  6. Commit package.json and CHANGELOG.md changes with the following commit message: chore: Release
    Note: For automation purpose, it must be the last commit in the PR

  7. Push branch upstream and create a PR.

  8. After PR is accepted by CI and one of the reviewers, merge it via "Rebase and merge" option

Further actions are automated in CI context:

  1. main CI build detects that release PR was merged (by fact that it covers change of version field in package.json file). Having that (after successful tests pass) version tag is created and pushed to the repository.
  2. Tag CI build publishes a new version to npm, also it retrieves release notes from CHANGELOG.md and publishes them to GitHub.

Updating release notes for already published versions

Improvements to release notes can be done at any time to any already published version:

  1. Update CHANGELOG.md with desired changes (ensure they'd also end in main)
  2. Push updated release notes to GitHub by running:
    npx github-release-from-cc-changelog <version>