Align project policies and simplify the release workflow

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# Release Procedure
## Release Model
This runbook implements the [release policy](policy/release.md). A successful
push of the selected annotated tag to origin completes the release. Never wait
for CI to finish or succeed.
Promptkit publishes a Go library through source commits and semantic Go module
tags. It does not publish runnable binaries or binary packages and does not
currently use hosted CI. The release maintainer performs and records the
required validation.
## Prepare The Candidate
`v0.1.0` is the initial published release. Later releases use semantic
`vMAJOR.MINOR.PATCH` tags. Before `v1`, minor releases may change the public
API and patch releases preserve compatibility within their minor line. Every
pre-`v1` release note must summarize compatibility, identify public API
changes, and state any action required of consumers.
Required tools are Git, Go with race-detector support, POSIX shell, and Python
3. Publication requires push access to origin. Work from the repository root.
Promptkit releases are source-only. The annotated tag message is the release
note; there is no separate hosted release or binary packaging step.
Select an unused version and create `docs/releases/<version>.md` using the
[required structure](policy/release.md#release-documentation). Describe
compatibility impact and consumer actions and update affected canonical docs.
For catalog updates, record selected catalog versions and any consumer action,
linking to the catalog policy rather than repeating its contracts.
Retire completed roadmaps, preserving planned or deferred work and repairing
links. This is housekeeping, not a separate approval gate. Review changes
through the ordinary development workflow, commit them, and push main to
origin. No repeated release-specific diff review is required.
## Validate And Publish
Run the following with the chosen unused version (replace the placeholder):
```sh
./scripts/release.sh vMAJOR.MINOR.PATCH
```
The [publication script](../scripts/release.sh) checks a clean, synchronized
main candidate, the version and unused tag, and the release note's title and
required headings. It runs the [local checks](../scripts/release-check.sh)
once, rechecks candidate identity and publication state, generates the
annotation from the committed note plus the validated commit, and pushes only
the selected annotated tag.
There is no separate tag-message authoring, example-output inspection,
metadata inspection, or human sign-off. Compatibility and release-note content
remain ordinary editorial responsibilities. Development validation is useful
but does not require a second full run before invoking the publication script.
The script stops successfully after the tag push. CI completion, CI success,
remote read-back, and Go module availability are not release completion gates.
Do not wait or poll for them. Provider probes and inference calls are never
part of release validation.
## Catalog Profile Compatibility
External catalog profile data may be added, removed, renamed, or modified
without deprecation or advance notice. This exception is limited to profile
data imported from the maintained catalog modules. It does not weaken ordinary
compatibility for Promptkit's public Go API, configuration and format semantics,
runtime behavior, catalog-module APIs, manifest schema, backend definitions, or
consumer-owned definitions.
The [release policy](policy/release.md#catalog-profile-compatibility) owns the
catalog compatibility boundary. This heading preserves older incoming links.
Within the catalog versions selected and tested by a Promptkit release, and
unless a consumer overrides the name or its base, Promptkit keeps the literal
profile IDs `promptkit-openrouter-standard` and
`promptkit-openrouter-auto` available. The names do not promise a permanent
model, backend, routing behavior, settings, cost, output, or upstream
availability. The [framework format reference](formats.md#built-in-profile-catalog)
owns their current definitions.
## Failure Recovery
`v0.10.0` is the initial minor release for this compatibility transition.
Afterward, catalog-only updates and adjustments to the current selections may
ship in a patch release when all other compatibility obligations remain intact.
External profile removals can require consumer action; they are not automatic
migrations.
If local checks fail, fix the candidate, commit and push changes, then rerun
the publication command. It never automatically removes a tag.
Catalog adoption and release validation remain local and offline. They do not
probe provider endpoints, request model lists, or make inference calls.
## Establish The Candidate
Choose a version that has not been published and export it as
`RELEASE_VERSION`. Run every command in this procedure from the Promptkit
repository root in the same POSIX shell. Do not reuse `v0.1.0` or another
existing version.
The following guard derives the release commit from `HEAD` and stops on a
missing or malformed version, a checkout other than synchronized `main`,
uncommitted changes, an active Go workspace, a module replacement, a vendor
tree, or an existing local or remote tag:
If a push fails or its result is ambiguous, set `RELEASE_VERSION` to the
attempted version and inspect origin before retrying:
```sh
set -eu
: "${RELEASE_VERSION:?export an unpublished vMAJOR.MINOR.PATCH version}"
if ! printf '%s\n' "$RELEASE_VERSION" |
grep -Eq '^v(0|[1-9][0-9]*)\.(0|[1-9][0-9]*)\.(0|[1-9][0-9]*)$'
then
printf '%s\n' "invalid release version: $RELEASE_VERSION" >&2
exit 1
fi
RELEASE_COMMIT=$(git rev-parse --verify 'HEAD^{commit}')
export RELEASE_COMMIT
check_release_candidate() {
test "$(git branch --show-current)" = main
test -z "$(git status --porcelain)"
gowork_value=$(go env GOWORK)
case "$gowork_value" in
''|off) ;;
*)
printf '%s\n' "active Go workspace: $gowork_value" >&2
return 1
;;
esac
test -z "$(git ls-files go.work go.work.sum)"
test ! -e vendor
if grep -Eq '^[[:space:]]*replace([[:space:]]|\()' go.mod
then
printf '%s\n' 'go.mod contains a replacement' >&2
return 1
fi
git fetch origin main --tags
test "$RELEASE_COMMIT" = \
"$(git rev-parse --verify 'refs/remotes/origin/main^{commit}')"
if git show-ref --verify --quiet "refs/tags/$RELEASE_VERSION"
then
printf '%s\n' "local tag already exists: $RELEASE_VERSION" >&2
return 1
fi
if test -n "$(
git ls-remote --tags origin \
"refs/tags/$RELEASE_VERSION" \
"refs/tags/$RELEASE_VERSION^{}"
)"
then
printf '%s\n' "remote tag already exists: $RELEASE_VERSION" >&2
return 1
fi
}
check_release_candidate
git ls-remote --tags origin "refs/tags/$RELEASE_VERSION" "refs/tags/$RELEASE_VERSION^{}"
git rev-parse "refs/tags/$RELEASE_VERSION" "refs/tags/$RELEASE_VERSION^{}"
```
Do not continue unless the guard completes successfully. In particular, push
the intended commit through the normal `main` branch workflow before release;
the tag procedure is not a substitute for publishing the source commit.
Matching remote tag and peeled commit values confirm publication, even if the
push command reported an error. If the remote query fails, publication status
is still unknown. Do not delete or recreate the local tag until absence on
origin is confirmed. Once confirmed unpublished, an unsuccessful attempt's
local tag can be removed and the publication command rerun. Never overwrite
a published tag.
## Validate The Candidate
Confirm the module and root package metadata:
```sh
go list -m -f '{{.Path}} {{.GoVersion}}'
go list -f '{{.Name}} {{.ImportPath}}' .
```
The output must be:
```text
gitea.maximumdirect.net/eric/promptkit 1.25.5
promptkit gitea.maximumdirect.net/eric/promptkit
```
As a release prerequisite, run the complete
[maintainer validation workflow](development.md#maintainer-validation) against
the clean candidate. Do not substitute a partial command list: the development
guide owns the tests, race checks, analysis, build, both offline examples,
formatting, Markdown links, generated-output and credential review, and
repository hygiene. Record the successful workflow result with the candidate.
## Write The Release Note
Prepare a plain-text annotated-tag message outside the repository and export
its path as `RELEASE_NOTES_FILE`. Use this form, replacing each summary with
release-specific text; write `None.` when there are no public API changes or
consumer actions:
```text
Promptkit vMAJOR.MINOR.PATCH
Validated commit: full commit ID
Compatibility: compatibility summary
Public API changes: changes or None.
Consumer action: required action or None.
```
After writing it, require all release-note fields, the selected version, and
the validated commit to be present:
```sh
: "${RELEASE_NOTES_FILE:?export the path to the release-note file}"
test -f "$RELEASE_NOTES_FILE"
test -s "$RELEASE_NOTES_FILE"
grep -F "Promptkit $RELEASE_VERSION" "$RELEASE_NOTES_FILE"
grep -F "Validated commit: $RELEASE_COMMIT" "$RELEASE_NOTES_FILE"
grep -F 'Compatibility:' "$RELEASE_NOTES_FILE"
grep -F 'Public API changes:' "$RELEASE_NOTES_FILE"
grep -F 'Consumer action:' "$RELEASE_NOTES_FILE"
```
Inspect the complete message and confirm that it accurately records the
compatibility impact, public API changes, and required consumer action.
When a release introduces or updates the maintained external catalogs, state
the two independently versioned selected data dependencies and any resulting
consumer action. State that external profile additions, removals, renames, and
selection changes are covered by the catalog-profile policy, while the ordinary
public API and configuration contracts remain in force. Link to the current
format and consumer documentation rather than duplicating catalog inventories
or contracts in the release note.
## Create And Inspect The Tag
Run the candidate guard again immediately before tag creation. This ensures
that validation or release-note preparation did not change the checkout and
that the commit is still published and untagged:
```sh
check_release_candidate
```
Create the annotated tag from the prepared release note and bind it explicitly
to the validated commit:
```sh
git tag --annotate "$RELEASE_VERSION" \
--file "$RELEASE_NOTES_FILE" \
"$RELEASE_COMMIT"
```
Inspect both the tag message and its source commit before publication:
```sh
test "$(git cat-file -t "refs/tags/$RELEASE_VERSION")" = tag
git show --no-patch --decorate "refs/tags/$RELEASE_VERSION"
test "$(
git rev-parse --verify "refs/tags/$RELEASE_VERSION^{commit}"
)" = "$RELEASE_COMMIT"
```
If inspection finds an error, delete the unpublished local tag, correct the
release note or candidate, and repeat the guards. Never move or recreate a tag
that has been published.
## Publish The Selected Tag
Push only the selected tag ref. Do not use `git push --tags`:
```sh
git push origin \
"refs/tags/$RELEASE_VERSION:refs/tags/$RELEASE_VERSION"
```
## Verify Publication
Compare the remote annotated-tag object with the local object, then compare the
remote peeled source commit with the validated commit:
```sh
remote_tag=$(
git ls-remote --tags origin "refs/tags/$RELEASE_VERSION" |
awk 'NR == 1 { print $1 }'
)
remote_commit=$(
git ls-remote --tags origin "refs/tags/$RELEASE_VERSION^{}" |
awk 'NR == 1 { print $1 }'
)
test -n "$remote_tag"
test "$remote_tag" = \
"$(git rev-parse --verify "refs/tags/$RELEASE_VERSION")"
test "$remote_commit" = "$RELEASE_COMMIT"
```
Finally, resolve the version as an ordinary Go module in a temporary module
outside this repository and without a workspace or replacement:
```sh
resolution_dir=$(mktemp -d)
(
trap 'rm -rf "$resolution_dir"' 0 1 2 15
cd "$resolution_dir"
GOWORK=off go mod init example.com/promptkit-release-check
GOWORK=off go mod download \
"gitea.maximumdirect.net/eric/promptkit@$RELEASE_VERSION"
resolved_version=$(
GOWORK=off go list -m -f '{{.Version}}' \
"gitea.maximumdirect.net/eric/promptkit@$RELEASE_VERSION"
)
test "$resolved_version" = "$RELEASE_VERSION"
)
```
Promptkit must publish and verify the required version before Scriptorium or
another consumer publishes a release that depends on it. This ordering does
not replace the consumer project's own release procedure. Released consumers
must select the published Promptkit tag through ordinary module resolution,
without a workspace, replacement, vendored Promptkit source, or unpublished
revision.
CI or module-resolution problems may be investigated separately; temporary
service, network, or authentication failures do not require another release.
Only an actual defect requiring changes to published contents warrants a new
appropriate version. See the [recovery policy](policy/release.md#immutability-and-failure-recovery).
## Policy Changes
Document and approve a durable policy change before introducing hosted
automation, binary artifacts, or different release governance. Update this
procedure in the same change so maintainers do not rely on hidden release
requirements.
Update the policy and this procedure together when changing release governance.
Consumers own their dependency-availability and release checks; their readiness
does not delay completion of a Promptkit release.