Release

Release Coordination Skill

Run the full CoHalo release as a maintainer workflow, not just an npm publish.

This skill coordinates:

• stable changelog drafting via release-changelog
• release-train setup via scripts/release-start.sh
• prerelease canary publishing via scripts/release.sh --canary
• Docker smoke testing via scripts/docker-onboard-smoke.sh
• stable publishing via scripts/release.sh
• pushing the stable branch commit and tag
• GitHub Release creation via scripts/create-github-release.sh
• website / announcement follow-up tasks

Trigger

Use this skill when leadership asks for:

• "do a release"
• "ship the next patch/minor/major"
• "release vX.Y.Z"

Preconditions

Before proceeding, verify all of the following:

1. skills/release-changelog/SKILL.md exists and is usable.
2. The repo working tree is clean, including untracked files.
3. There are commits since the last stable tag.
4. The release SHA has passed the verification gate or is about to.
5. If package manifests changed, the CI-owned pnpm-lock.yaml refresh is already merged on master before the release branch is cut.
6. npm publish rights are available locally, or the GitHub release workflow is being used with trusted publishing.
7. If running through CoHalo, you have issue context for status updates and follow-up task creation.

If any precondition fails, stop and report the blocker.

Inputs

Collect these inputs up front:

• requested bump: patch, minor, or major
• whether this run is a dry run or live release
• whether the release is being run locally or from GitHub Actions
• release issue / company context for website and announcement follow-up

Step 0 — Release Model

CoHalo now uses this release model:

1. Start or resume release/X.Y.Z
2. Draft the stable changelog as releases/vX.Y.Z.md
3. Publish one or more prerelease canaries such as X.Y.Z-canary.0
4. Smoke test the canary via Docker
5. Publish the stable version X.Y.Z
6. Push the stable branch commit and tag
7. Create the GitHub Release
8. Merge release/X.Y.Z back to master without squash or rebase
9. Complete website and announcement surfaces

Critical consequence:

• Canaries do not use promote-by-dist-tag anymore.
• The changelog remains stable-only. Do not create releases/vX.Y.Z-canary.N.md.

Step 1 — Decide the Stable Version

Start the release train first:

./scripts/release-start.sh {patch|minor|major}

Then run release preflight:

./scripts/release-preflight.sh canary {patch|minor|major}
# or
./scripts/release-preflight.sh stable {patch|minor|major}

Then use the last stable tag as the base:

LAST_TAG=$(git tag --list 'v*' --sort=-version:refname | head -1)
git log "${LAST_TAG}..HEAD" --oneline --no-merges
git diff --name-only "${LAST_TAG}..HEAD" -- packages/db/src/migrations/
git diff "${LAST_TAG}..HEAD" -- packages/db/src/schema/
git log "${LAST_TAG}..HEAD" --format="%s" | rg -n 'BREAKING CHANGE|BREAKING:|^[a-z]+!:' || true

Bump policy:

• destructive migrations, removed APIs, breaking config changes -> major
• additive migrations or clearly user-visible features -> at least minor
• fixes only -> patch

If the requested bump is too low, escalate it and explain why.

Step 2 — Draft the Stable Changelog

Invoke release-changelog and generate:

• releases/vX.Y.Z.md

Rules:

• review the draft with a human before publish
• preserve manual edits if the file already exists
• keep the heading and filename stable-only, for example v1.2.3
• do not create a separate canary changelog file

Step 3 — Verify the Release SHA

Run the standard gate:

pnpm -r typecheck
pnpm test:run
pnpm build

If the release will be run through GitHub Actions, the workflow can rerun this gate. Still report whether the local tree currently passes.

The GitHub Actions release workflow installs with pnpm install --frozen-lockfile. Treat that as a release invariant, not a nuisance: if manifests changed and the lockfile refresh PR has not landed yet, stop and wait for master to contain the committed lockfile before shipping.

Step 4 — Publish a Canary

Run from the release/X.Y.Z branch:

./scripts/release.sh {patch|minor|major} --canary --dry-run
./scripts/release.sh {patch|minor|major} --canary

What this means:

• npm receives X.Y.Z-canary.N under dist-tag canary
• latest remains unchanged
• no git tag is created
• the script cleans the working tree afterward

Guard:

• if the current stable is 0.2.7, the next patch canary is 0.2.8-canary.0
• the tooling must never publish 0.2.7-canary.N after 0.2.7 is already stable

After publish, verify:

npm view cohalo@canary version

The user install path is:

npx cohalo@canary onboard

Step 5 — Smoke Test the Canary

Run:

COHALOAI_VERSION=canary ./scripts/docker-onboard-smoke.sh

Confirm:

1. install succeeds
2. onboarding completes
3. server boots
4. UI loads
5. basic company/dashboard flow works

If smoke testing fails:

• stop the stable release
• fix the issue
• publish another canary
• repeat the smoke test

Each retry should create a higher canary ordinal, while the stable target version can stay the same.

Step 6 — Publish Stable

Once the SHA is vetted, run:

./scripts/release.sh {patch|minor|major} --dry-run
./scripts/release.sh {patch|minor|major}

Stable publish does this:

• publishes X.Y.Z to npm under latest
• creates the local release commit
• creates the local git tag vX.Y.Z

Stable publish does not push the release for you.

Step 7 — Push and Create GitHub Release

After stable publish succeeds:

git push public-gh HEAD --follow-tags
./scripts/create-github-release.sh X.Y.Z

Use the stable changelog file as the GitHub Release notes source.

Then open the PR from release/X.Y.Z back to master and merge without squash or rebase.

Step 8 — Finish the Other Surfaces

Create or verify follow-up work for:

• website changelog publishing
• launch post / social announcement
• any release summary in CoHalo issue context

These should reference the stable release, not the canary.

Failure Handling

If the canary is bad:

• publish another canary, do not ship stable

If stable npm publish succeeds but push or GitHub release creation fails:

• fix the git/GitHub issue immediately from the same checkout
• do not republish the same version

If latest is bad after stable publish:

./scripts/rollback-latest.sh <last-good-version>

Then fix forward with a new patch release.

Output

When the skill completes, provide:

• stable version and, if relevant, the final canary version tested
• verification status
• npm status
• git tag / GitHub Release status
• website / announcement follow-up status
• rollback recommendation if anything is still partially complete