|
| 1 | +# Release Setup Guide |
| 2 | + |
| 3 | +This document explains how to configure releases for the Pluto Notebook extension with protected main branch. |
| 4 | + |
| 5 | +## Problem |
| 6 | + |
| 7 | +When the `main` branch is protected, semantic-release cannot push version bump commits directly, causing the release workflow to fail. |
| 8 | + |
| 9 | +## Solution |
| 10 | + |
| 11 | +We use a Personal Access Token (PAT) with bypass permissions to allow semantic-release to push to protected branches. |
| 12 | + |
| 13 | +## Setup Instructions |
| 14 | + |
| 15 | +### 1. Create a Personal Access Token (PAT) |
| 16 | + |
| 17 | +1. Go to GitHub Settings → Developer settings → Personal access tokens → Fine-grained tokens |
| 18 | +2. Click "Generate new token" |
| 19 | +3. Configure the token: |
| 20 | + - **Name**: `semantic-release-bypass` (or similar) |
| 21 | + - **Expiration**: Set as needed (recommend 1 year) |
| 22 | + - **Repository access**: Select "Only select repositories" → Choose this repository |
| 23 | + - **Permissions**: |
| 24 | + - **Repository permissions**: |
| 25 | + - Contents: Read and write |
| 26 | + - Pull requests: Read and write |
| 27 | + - Issues: Read and write |
| 28 | + - Metadata: Read-only (automatically selected) |
| 29 | + |
| 30 | +4. Click "Generate token" and copy the token value |
| 31 | + |
| 32 | +### 2. Add Token as Repository Secret |
| 33 | + |
| 34 | +1. Go to your repository on GitHub |
| 35 | +2. Navigate to Settings → Secrets and variables → Actions |
| 36 | +3. Click "New repository secret" |
| 37 | +4. Add: |
| 38 | + - **Name**: `GH_PAT` |
| 39 | + - **Secret**: Paste the token you created |
| 40 | + |
| 41 | +### 3. Configure Branch Protection Rules |
| 42 | + |
| 43 | +1. Go to Settings → Branches → Branch protection rules |
| 44 | +2. Edit the rule for `main` |
| 45 | +3. Enable "Allow specified actors to bypass required pull requests" |
| 46 | +4. Add the GitHub Actions bot or your PAT user to the bypass list |
| 47 | + |
| 48 | +Alternatively, you can allow the GitHub Actions bot to bypass protection: |
| 49 | +- In branch protection, check "Do not allow bypassing the above settings" = OFF |
| 50 | +- Or specifically allow `github-actions[bot]` to bypass |
| 51 | + |
| 52 | +### 4. Workflow Configuration |
| 53 | + |
| 54 | +The release workflow (`.github/workflows/release.yml`) is configured to: |
| 55 | + |
| 56 | +- Use `GH_PAT` if available, fall back to `GITHUB_TOKEN` |
| 57 | +- Allow manual triggering via `workflow_dispatch` |
| 58 | +- Support dry-run mode for testing |
| 59 | +- Set proper git committer information |
| 60 | + |
| 61 | +## Manual Release Trigger |
| 62 | + |
| 63 | +You can manually trigger a release from the GitHub Actions tab: |
| 64 | + |
| 65 | +1. Go to Actions → Release workflow |
| 66 | +2. Click "Run workflow" |
| 67 | +3. Choose options: |
| 68 | + - **Branch**: main |
| 69 | + - **Dry run**: Check to test without creating a release |
| 70 | +4. Click "Run workflow" |
| 71 | + |
| 72 | +## Testing the Setup |
| 73 | + |
| 74 | +### Dry Run Test |
| 75 | + |
| 76 | +```bash |
| 77 | +# Manually trigger with dry-run from GitHub UI |
| 78 | +# OR locally test semantic-release: |
| 79 | +npx semantic-release --dry-run |
| 80 | +``` |
| 81 | + |
| 82 | +### Check Configuration |
| 83 | + |
| 84 | +```bash |
| 85 | +# Verify git credentials in workflow |
| 86 | +git config user.name |
| 87 | +git config user.email |
| 88 | +``` |
| 89 | + |
| 90 | +## How It Works |
| 91 | + |
| 92 | +1. **Token Priority**: Workflow uses `GH_PAT` secret if available, otherwise `GITHUB_TOKEN` |
| 93 | +2. **Credentials**: Checkout action uses the PAT to authenticate git operations |
| 94 | +3. **Git Identity**: Workflow sets git author/committer to `github-actions[bot]` |
| 95 | +4. **Bypass**: PAT with proper permissions can push to protected branches |
| 96 | +5. **Manual Trigger**: `workflow_dispatch` allows on-demand releases |
| 97 | + |
| 98 | +## Semantic Release Flow |
| 99 | + |
| 100 | +When the workflow runs: |
| 101 | + |
| 102 | +1. CI runs (lint, test, build) |
| 103 | +2. Checkout with PAT credentials |
| 104 | +3. Build VSIX package |
| 105 | +4. Run semantic-release: |
| 106 | + - Analyzes commits since last release |
| 107 | + - Determines version bump (major/minor/patch) |
| 108 | + - Updates package.json and CHANGELOG.md |
| 109 | + - Creates git tag |
| 110 | + - Pushes commit and tag (using PAT) |
| 111 | + - Creates GitHub release with VSIX attached |
| 112 | + |
| 113 | +## Alternative: No Version Commits |
| 114 | + |
| 115 | +If you prefer not to push version commits to main, update `.releaserc.json`: |
| 116 | + |
| 117 | +```json |
| 118 | +{ |
| 119 | + "branches": ["main"], |
| 120 | + "plugins": [ |
| 121 | + "@semantic-release/commit-analyzer", |
| 122 | + "@semantic-release/release-notes-generator", |
| 123 | + ["@semantic-release/changelog", { "changelogFile": "CHANGELOG.md" }], |
| 124 | + ["@semantic-release/npm", { "npmPublish": false }], |
| 125 | + ["semantic-release-vsce", { "packageVsix": true }], |
| 126 | + [ |
| 127 | + "@semantic-release/github", |
| 128 | + { |
| 129 | + "assets": [ |
| 130 | + { "path": "*.vsix", "label": "VS Code Extension (VSIX)" }, |
| 131 | + { "path": "CHANGELOG.md", "label": "Changelog" } |
| 132 | + ] |
| 133 | + } |
| 134 | + ] |
| 135 | + // Remove @semantic-release/git to skip version commits |
| 136 | + ] |
| 137 | +} |
| 138 | +``` |
| 139 | + |
| 140 | +This creates releases without pushing version bumps back to main. |
| 141 | + |
| 142 | +## Troubleshooting |
| 143 | + |
| 144 | +### "refusing to allow a Personal Access Token to create or update workflow" |
| 145 | + |
| 146 | +Solution: The PAT needs "Workflows" permission. Recreate the token with this permission added. |
| 147 | + |
| 148 | +### "protected branch hook declined" |
| 149 | + |
| 150 | +Solution: Ensure the PAT user or github-actions[bot] is in the bypass list for branch protection. |
| 151 | + |
| 152 | +### "Author identity unknown" |
| 153 | + |
| 154 | +Solution: The workflow sets `GIT_AUTHOR_NAME` and `GIT_AUTHOR_EMAIL` environment variables. Check they're properly configured. |
| 155 | + |
| 156 | +### Dry-run succeeds but real run fails |
| 157 | + |
| 158 | +Check: |
| 159 | +1. `GH_PAT` secret is properly set |
| 160 | +2. PAT has not expired |
| 161 | +3. PAT has correct permissions |
| 162 | +4. Branch protection allows bypass |
| 163 | + |
| 164 | +## Security Notes |
| 165 | + |
| 166 | +- **PAT Security**: Store PAT only as a GitHub secret, never commit it |
| 167 | +- **Token Scope**: Use fine-grained tokens with minimal required permissions |
| 168 | +- **Expiration**: Set reasonable expiration dates and rotate tokens regularly |
| 169 | +- **Audit**: Review GitHub audit logs for PAT usage |
| 170 | + |
| 171 | +## References |
| 172 | + |
| 173 | +- [Semantic Release GitHub Action](https://github.com/semantic-release/semantic-release/blob/master/docs/recipes/ci-configurations/github-actions.md) |
| 174 | +- [GitHub PAT Documentation](https://docs.github.com/en/authentication/keeping-your-account-and-data-secure/creating-a-personal-access-token) |
| 175 | +- [Branch Protection Bypass](https://docs.github.com/en/repositories/configuring-branches-and-merges-in-your-repository/managing-protected-branches/about-protected-branches) |
0 commit comments