Release Manager

Release Manager Skill

Manages the full release workflow for Django4Lyfe backend releases to production.

When to Use This Skill

• Creating release PRs against master branch
• Preparing hotfix releases
• Bumping versions in pyproject.toml
• Resolving merge conflicts between release and master
• Publishing GitHub releases after PRs are merged
• Checking what commits are on release but not on master

Core Workflow

1. Check What Needs Releasing

git fetch origin master release

# PRIMARY CHECK — are there actual code differences between the branches?
git diff --stat origin/master origin/release

git diff --stat compares the actual tree state (file contents), not commit history. It is the only reliable way to determine whether there is something to release. If the output is empty, there is nothing to release — stop here.

If there ARE differences, identify which PRs they belong to. Use GitHub's PR metadata (merge timestamps), not git commit ancestry:

# Get the merge date of the last release PR (the definitive cutoff).
# The release PR's merge to master is the exact moment `git merge origin/release`
# captured the release branch state. Anything merged to release BEFORE that
# moment was included; anything AFTER is genuinely new.
LAST_RELEASE_DATE=$(gh pr list --base master --state merged --limit 100 \
  --json number,title,mergedAt \
  --jq '[.[] | select(.title | test("^(Release|Hotfix)"))] | sort_by(.mergedAt) | last | .mergedAt // empty' \
  2>/dev/null || echo "")

# List PRs merged to release since that date
if [ -n "${LAST_RELEASE_DATE}" ]; then
  gh pr list --base release --state merged --limit 100 --json number,title,mergedAt \
    --jq "[.[] | select(.mergedAt > \"${LAST_RELEASE_DATE}\")] | sort_by(.mergedAt) | .[] | \"#\\(.number): \\(.title)\""
else
  # No previous release — list recent merged PRs as candidates
  gh pr list --base release --state merged --limit 20 --json number,title \
    --jq '.[] | "#\(.number): \(.title)"'
fi

Why the release PR's mergedAt instead of publishedAt? GitHub release publishedAt is when a human clicks "Publish" — which can be minutes or hours after the release PR actually merges. PRs merged to release in that gap would be missed on the next check. The release PR's mergedAt is the definitive cutoff because git merge origin/release captures the exact state of the release branch at that moment.

Why GitHub metadata instead of git log? All git log-based approaches (master..release, --cherry-pick, --first-parent with tags) can return stale results due to historical cherry-pick artifacts and because release tags live on master's ancestry, not release's first-parent chain. PR merge timestamps from GitHub are immune to git ancestry issues.

2. Create Release PR (Merge Method)

Merge the release branch into a branch from master. This preserves commit ancestry so that git log master..release works correctly after the PR merges.

# 1. Create branch from master
git checkout -b releases/YYYY.MM.DD[-N] origin/master

# 2. Merge release into it
git merge origin/release --no-edit

# 3. Bump version in pyproject.toml
# Format: YYYY.MM.DD for first release, YYYY.MM.DD-N for subsequent releases

# 4. Update lock file
uv lock

# 5. Commit version bump
git add pyproject.toml uv.lock
git commit -m "Version bump to YYYY.MM.DD[-N]"

# 6. Push and create PR
git push -u origin releases/YYYY.MM.DD[-N]
gh pr create --base master --title "Release: DDth Month YYYY" --body "..."

Why merge instead of cherry-pick? Cherry-picking creates new commits with different SHAs. Even with merge-back, git log master..release permanently shows the original commits as "pending" because git compares SHAs, not patches. Merging preserves the original commit objects so master and release share the same ancestry. After the release PR merges to master, git log master..release correctly shows only genuinely new commits.

3. Version Numbering Convention

4. PR Title and Body Format

Title patterns:

• Regular release: Release: 21st January 2026
• Multiple same-day: Release 2: 21st January 2026
• Hotfix: Hotfix Release: 21st January 2026

Body format:

- https://github.com/DiversioTeam/Django4Lyfe/pull/XXXX
- https://github.com/DiversioTeam/Django4Lyfe/pull/YYYY

5. Resolve Conflicts (If Any)

If the merge has conflicts:

# 1. Edit conflicted files to keep correct changes
# 2. For uv.lock conflicts, regenerate:
git checkout --theirs uv.lock
uv lock

# 3. Stage resolved files
git add <resolved-files>

# 4. Complete merge
git commit -m "Merge origin/release into releases/YYYY.MM.DD"

6. Publish GitHub Release

After PR is merged to master, create a GitHub release.

IMPORTANT: Merge Strategy — Release PRs to master MUST be merged using "Create a merge commit" (not squash). Squash merging breaks commit ancestry and causes master..release to grow unboundedly. If GitHub is configured to allow multiple merge strategies, always select "Create a merge commit" for release PRs.

Step 1: Verify PR is merged

gh pr view <PR_NUMBER> --json state,mergeCommit,mergedAt
# Should show: "state": "MERGED"

Step 2: Check recent releases for format consistency

gh release list --limit 5

Step 3: Get PR details for release notes

# Get the PR body which contains the list of included PRs
gh pr view <PR_NUMBER> --json body,title

Step 4: Create the GitHub release

gh release create YYYY.MM.DD[-N] \
  --title "Release Title" \
  --notes "$(cat <<'EOF'
- https://github.com/DiversioTeam/Django4Lyfe/pull/XXXX
- https://github.com/DiversioTeam/Django4Lyfe/pull/YYYY
EOF
)" \
  --target master

GitHub Release Title Patterns

Step 5: Verify release was created

gh release list --limit 3
# Or view specific release:
gh release view YYYY.MM.DD[-N]

Complete Example

# 1. Check PR is merged
gh pr view 2608 --json state,mergeCommit,mergedAt

# 2. Create release (using heredoc for multi-line notes)
gh release create 2026.01.21 \
  --title "January 21st 2026" \
  --notes "$(cat <<'EOF'
- https://github.com/DiversioTeam/Django4Lyfe/pull/2607
EOF
)" \
  --target master

# 3. Verify
gh release list --limit 3

7. Merge Master Back Into Release

This step is mandatory after every release PR merge. It keeps the branches in sync so that git diff --stat origin/master origin/release is clean and future releases start from a consistent baseline.

git fetch origin
git checkout release
git merge origin/master --no-edit
git push origin release

Why this matters: After a release PR merges into master, master has a merge commit and a version-bump commit that release doesn't. Without merge-back, git diff --stat origin/master origin/release shows the version bump as a pending difference, and the next git merge origin/release will conflict on pyproject.toml / uv.lock. The merge-back keeps both branches aligned.

Pre-Release Checks

Before creating a release PR, verify:

1. Ruff formatting passes:

   ./.security/ruff_pr_diff.sh
   

   If it fails, fix with:

   .bin/ruff format <file>
   

2. Active Python type gate passes (strict):

   • Detect in this order unless repo docs/CI differ:
     • ty (mandatory if configured)
     • pyright
     • mypy
   • Run on touched paths at minimum, and run any repo-required broad gate before final release readiness.

3. RLS policies for new models:

   # Check status
   .bin/django optimo_bootstrap_support_shell_rls
   
   # Apply if needed (safe for production)
   .bin/django optimo_bootstrap_support_shell_rls --apply
   

Output Shape

When reporting release status:

Created: https://github.com/DiversioTeam/Django4Lyfe/pull/XXXX

**Summary:**
- Version: `YYYY.MM.DD[-N]`
- Title: "Release: DDth Month YYYY"
- Target: `master`
- Conflicts: None / Resolved

**Included PRs:**
- #XXXX - Description
- #YYYY - Description

When listing releases:

| Release | Tag | PRs Included |
|---------|-----|--------------|
| Release Name | `tag` | #PR1, #PR2 |

Important Rules

1. Always merge release into the release PR branch — Do not cherry-pick. Merging preserves commit ancestry so git log master..release works correctly. Cherry-picking creates duplicate commits with different SHAs, causing stale "pending" commits that were already shipped.
2. Never force push — Release branches should have clean history
3. Check date before versioning — Use current date, not yesterday's
4. Run uv lock after version bump — Lock file must match pyproject.toml
5. List all PRs in release body — Use full GitHub URLs
6. Verify PR is merged before publishing release — Check with gh pr view
7. Always publish GitHub release after merge — Every merged release PR needs a corresponding GitHub release
8. Tag must match version in pyproject.toml — e.g., version 2026.01.21-2 = tag 2026.01.21-2
9. Always merge master back into release after publish — Run git merge origin/master --no-edit on release after every release PR merge. Without this, the version bump stays only on master, causing git diff --stat to show false differences and the next release merge to conflict.
10. Never squash-merge release PRs — Release PRs to master MUST use "Create a merge commit". Squash merging breaks commit ancestry tracking.

Full End-to-End Example

Here's a complete example of releasing PR #2607:

# 1. Check what needs releasing (diff is the source of truth)
git fetch origin master release
git diff --stat origin/master origin/release
# Output shows files changed — confirms there IS something to release

# 2. Identify which PRs are included (uses release PR merge date as cutoff)
LAST_RELEASE_DATE=$(gh pr list --base master --state merged --limit 100 \
  --json number,title,mergedAt \
  --jq '[.[] | select(.title | test("^(Release|Hotfix)"))] | sort_by(.mergedAt) | last | .mergedAt // empty' \
  2>/dev/null || echo "")
gh pr list --base release --state merged --limit 100 --json number,title,mergedAt \
  --jq "[.[] | select(.mergedAt > \"${LAST_RELEASE_DATE}\")] | sort_by(.mergedAt) | .[] | \"#\\(.number): \\(.title)\""
# Output: #2607: #GH-4420: Include alert notifications in Slack App Home

# 3. Check today's date
date  # Wed Jan 21 2026

# 4. Create branch from master and merge release
git checkout -b releases/2026.01.21 origin/master
git merge origin/release --no-edit

# 5. Bump version
sed -i '' 's/version = ".*"/version = "2026.01.21"/' pyproject.toml

# 6. Update lock file
uv lock

# 7. Commit version bump
git add pyproject.toml uv.lock
git commit -m "Version bump to 2026.01.21"

# 8. Push and create PR
git push -u origin releases/2026.01.21
gh pr create --base master \
  --title "Release: 21st January 2026" \
  --body "- https://github.com/DiversioTeam/Django4Lyfe/pull/2607"

# 9. After PR is merged, publish GitHub release
gh pr view 2608 --json state  # Verify merged
gh release create 2026.01.21 \
  --title "January 21st 2026" \
  --notes "- https://github.com/DiversioTeam/Django4Lyfe/pull/2607" \
  --target master

# 10. Merge master back into release (MANDATORY)
git fetch origin
git checkout release
git merge origin/master --no-edit
git push origin release

# 11. Verify release and branch sync
gh release list --limit 3
git diff --stat origin/master origin/release  # Should be empty

Quick Reference Commands

# Check what's pending release (source of truth — compares actual file contents)
git fetch origin master release && git diff --stat origin/master origin/release

# Identify new PRs (uses last release PR's merge date as cutoff)
LAST_RELEASE_DATE=$(gh pr list --base master --state merged --limit 100 \
  --json number,title,mergedAt \
  --jq '[.[] | select(.title | test("^(Release|Hotfix)"))] | sort_by(.mergedAt) | last | .mergedAt // empty' \
  2>/dev/null || echo "") && \
  gh pr list --base release --state merged --limit 100 --json number,title,mergedAt \
    --jq "[.[] | select(.mergedAt > \"${LAST_RELEASE_DATE}\")] | sort_by(.mergedAt) | .[] | \"#\\(.number): \\(.title)\""

# Check current version
grep '^version' pyproject.toml

# List recent releases
gh release list --limit 10

# Check PR status
gh pr view <NUMBER> --json state,mergeable,mergeCommit

# View release details
gh release view <TAG> --json body,tagName,name

Error Recovery

Merge conflict during release branch creation

# For uv.lock conflicts:
git checkout --theirs uv.lock
uv lock
git add uv.lock

# For code conflicts: resolve manually, then:
git add <resolved-files>
git commit  # Completes the merge

Wrong version bumped

# Edit pyproject.toml to correct version
uv lock
git add pyproject.toml uv.lock
git commit --amend -m "Version bump to correct-version"
git push --force-with-lease  # Only if not yet reviewed

PR created against wrong base

gh pr close <NUMBER>
# Create new PR with correct base
gh pr create --base master ...

Converted and distributed by TomeVault — claim your Tome and manage your conversions.