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# Release Checklist **Release Version:** ____________ **Release Type:** [ ] Patch [ ] Minor [ ] Major **Release Date:** ____________ **Release Manager:** ____________ --- ## Phase 1: Pre-Release Preparation ### Environment Check - [ ] Working directory is clean (`git status`) - [ ] On `main` branch with latest changes (`git checkout main && git pull`) - [ ] All dependencies installed (`poetry install --no-root`) - [ ] All tests passing locally (`poetry run pytest -q`) ### Release Planning - [ ] Reviewed all commits since last release ```bash git log $(git describe --tags --abbrev=0)..HEAD --oneline ``` - [ ] Determined release type: **____________** (patch/minor/major) - [ ] Identified all changes for CHANGELOG - [ ] Reviewed open issues and PRs --- ## Phase 2: Release Branch Creation ### Branch Setup - [ ] Created release branch: `release/____________` ```bash git checkout -b release/X.Y.Z ``` - [ ] Verified on correct branch (`git branch --show-current`) ### Documentation Updates - [ ] Updated `CHANGELOG.md` with: - [ ] Version number and date - [ ] Added section (new features) - [ ] Changed section (modifications) - [ ] Fixed section (bug fixes) - [ ] Environment variables (if any) - [ ] Breaking changes (if any) - [ ] Reviewed CHANGELOG for accuracy and completeness --- ## Phase 3: Version Bump and Testing ### Version Update - [ ] Bumped version number: ```bash python scripts/inc_version.py [patch|minor|major] release --commit ``` - [ ] Verified version in `src/promptheus/constants.py`: **____________** - [ ] Verified version in `pyproject.toml`: **____________** - [ ] Version commit created automatically ### Testing - [ ] All automated tests passing: ```bash poetry run pytest -q ``` - [ ] Telemetry tests passing (if applicable): ```bash poetry run pytest tests/test_telemetry_e2e.py -v poetry run pytest tests/test_telemetry_summary.py -v ``` - [ ] Manual smoke tests completed: - [ ] `promptheus --version` shows correct version - [ ] `promptheus --help` works - [ ] `promptheus --skip-questions "test"` works - [ ] Interactive mode works - [ ] Web UI works (`promptheus web`) - [ ] MCP server works (`promptheus mcp`) - [ ] Telemetry commands work (`promptheus telemetry summary`) ### Build Verification - [ ] Package builds successfully: ```bash poetry build ``` - [ ] Build artifacts exist in `dist/`: - [ ] `promptheus-X.Y.Z.tar.gz` - [ ] `promptheus-X.Y.Z-py3-none-any.whl` ### Local Installation Test - [ ] Created test virtual environment - [ ] Installed from local build successfully - [ ] Verified installation works - [ ] Cleaned up test environment --- ## Phase 4: Release PR ### PR Creation - [ ] Pushed release branch to GitHub: ```bash git push -u origin release/X.Y.Z ``` - [ ] Created Pull Request: - [ ] Title: `Release X.Y.Z` - [ ] Base: `main` - [ ] Compare: `release/X.Y.Z` - [ ] Description includes summary and testing checklist - [ ] Linked related issues (if any) ### PR Verification - [ ] CI/CD workflows passing: - [ ] Docker tests - [ ] Publish workflow (dry-run if applicable) - [ ] GitHub Pages deployment (if docs changed) - [ ] Code review completed (if applicable) - [ ] All comments addressed - [ ] PR approved (if team has reviewers) --- ## Phase 5: Merge and Tag ### Merge - [ ] PR merged into `main` - [ ] Release branch preserved (not deleted yet) ### Git Tag Creation - [ ] Switched to main and pulled latest: ```bash git checkout main && git pull origin main ``` - [ ] Verified version is correct in merged code - [ ] Created annotated tag: ```bash git tag -a vX.Y.Z -m "Release vX.Y.Z" ``` - [ ] Verified tag created: ```bash git tag -l -n9 vX.Y.Z ``` - [ ] Pushed tag to trigger publish: ```bash git push origin vX.Y.Z ``` --- ## Phase 6: PyPI Publication ### Automated Publish - [ ] GitHub Actions "Publish Python Package" workflow triggered - [ ] Workflow completed successfully - [ ] All workflow steps passed: - [ ] Checkout code - [ ] Set up Python - [ ] Install Poetry - [ ] Install dependencies - [ ] Build package - [ ] Publish to PyPI ### PyPI Verification - [ ] Waited 2-3 minutes for PyPI processing - [ ] Package visible at: https://pypi.org/project/promptheus/ - [ ] Version **____________** is latest on PyPI - [ ] Package metadata correct (description, links, etc.) ### Installation Test from PyPI - [ ] Created fresh virtual environment - [ ] Installed from PyPI: ```bash pip install promptheus ``` - [ ] Verified version: ```bash promptheus --version # Should show: X.Y.Z ``` - [ ] Tested basic functionality - [ ] Cleaned up test environment --- ## Phase 7: GitHub Release ### Release Creation - [ ] Navigated to GitHub Releases - [ ] Clicked "Draft a new release" - [ ] Selected tag: `vX.Y.Z` - [ ] Release title: `Promptheus vX.Y.Z - <Feature Summary>` - [ ] Release description formatted (copied from CHANGELOG) - [ ] Checked "Set as the latest release" - [ ] Published release ### Release Verification - [ ] Release page displays correctly - [ ] CHANGELOG visible in release notes - [ ] Release marked as "Latest" - [ ] Download links work (if applicable) --- ## Phase 8: Post-Release Tasks ### Documentation - [ ] Documentation site updated (if needed) - [ ] GitHub Pages deployed successfully - [ ] Documentation reflects new version features ### Communication - [ ] Release announced (if applicable): - [ ] GitHub Discussions - [ ] README updates - [ ] Social media - [ ] Email to contributors ### Cleanup - [ ] Deleted remote release branch: ```bash git push origin --delete release/X.Y.Z ``` - [ ] Deleted local release branch: ```bash git branch -d release/X.Y.Z ``` ### Next Development Cycle - [ ] Bumped to next dev version (optional): ```bash python scripts/inc_version.py patch dev --commit git push origin main ``` --- ## Rollback Plan (If Needed) **Issue Discovered:** ____________________________________________ **Severity:** [ ] Critical [ ] Major [ ] Minor **Action Taken:** - [ ] Yanked PyPI release - [ ] Published patch version: ____________ - [ ] Reverted commits - [ ] Updated documentation **Resolution:** ____________________________________________ --- ## Sign-Off **Release Manager:** ________________________ **Date:** ____________ **Verification:** All checklist items completed successfully **Notes:** _Add any additional notes about this release_ --- ## Quick Command Reference ```bash # Create release branch git checkout -b release/X.Y.Z # Bump version python scripts/inc_version.py [patch|minor|major] release --commit # Test poetry run pytest -q # Build poetry build # Push branch git push -u origin release/X.Y.Z # After PR merge git checkout main && git pull origin main git tag -a vX.Y.Z -m "Release vX.Y.Z" git push origin vX.Y.Z # Cleanup git push origin --delete release/X.Y.Z git branch -d release/X.Y.Z ``` --- **Template Version:** 1.0 **Last Updated:** 2025-12-05

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