marcus / release-sidecar

Releasing a New Version

Operator contract: docs/guides/active/releasing.md. Enforcement lives in scripts/ and
BUMP=minor make release (or RELEASE_VERSION=vX.Y.Z make release for an explicit
version). Prefer the one-shot command over replaying this checklist by hand.

Prerequisites

• Go matching go.mod
• Clean working tree; main identical to live origin/main

• Tests and Go CI green on the commit you will tag (tests and lint) —
  check-release-state.sh now checks this itself via `gh run list
  --workflow=go-ci.yml` and fails closed if it's red/running/missing, so you
  don't have to remember to look

• GitHub CLI authenticated with push access to marcus/homebrew-tap
• No replace directives in go.mod
• HOMEBREW_TAP_TOKEN secret present in the GitHub repo (CI tap job)

Beware of go.work: always use GOWORK=off when updating dependencies and
when validating install paths.

Local lint must match CI's golangci-lint v2.12.2, or trust CI:

gh run list --workflow=go-ci.yml --limit=1

Prepare (sidecar-specific)

1. Version

git tag -l 'v*' | sort -V | tail -1

SemVer: major / minor / patch as usual.

2. Sibling dependencies (td, tasks)

make sync-deps   # pins every github.com/marcus/* requirement to its latest tag

check-release-state.sh enforces this and refuses to tag when one is behind.
go.work resolves those imports to the local checkouts, so drift is invisible
locally — both the gate and sync-deps use GOWORK=off. If a sibling jumped
several minors, decide deliberately (pin for a focused release vs take latest
and note it under Dependencies) and smoke its tab in the app.

3. CHANGELOG

## [Unreleased]

### Features
- …

### Bug Fixes
- …

### Dependencies
- …

Commit the changelog (and any dependency bump) on main, then push so
HEAD == origin/main. Leave the heading as ## [Unreleased] — make release
stamps it to ## [vX.Y.Z] - YYYY-MM-DD for you.

Publish

# Dry-run (optional but recommended for tooling changes)
make release-snapshot
./scripts/verify-release-archives.sh dist
./scripts/test-release-guards.sh dist
./scripts/test-release-publication.sh
make release-dry-run BUMP=minor   # prints the derived version + plan, no mutation

# Cut the release: derive the version, stamp the changelog, commit, push,
# then the fail-closed preflight → tag → CI → formula verify/publish
BUMP=minor make release

The version is stated exactly once — via BUMP derived from the latest tag, or
by setting RELEASE_VERSION=vX.Y.Z yourself (also works if you stamped the
CHANGELOG heading by hand). scripts/release.sh refuses an empty [Unreleased]
section, a tree dirty beyond CHANGELOG.md, a tag that already exists, and a
RELEASE_VERSION that contradicts an already-stamped heading, before handing off
to scripts/publish-release.sh. What it enforces and does end to end is
documented in docs/guides/active/releasing.md.

Resume only the tap step if the tag/release already exists:

RELEASE_VERSION=vX.Y.Z make release-tap

CI jobs (on tag push)

1. verify — tag points at live main, tests, snapshot archives, release guards
2. release — GoReleaser publishes GitHub release + binaries

3. update-homebrew-tap — renders packaging/homebrew/sidecar.rb.tmpl and
   pushes Formula/sidecar.rb with downgrade/idempotency/race guards

td/nightshift formulas are not auto-bumped; edit them by hand when co-releasing.

Verify

gh run list --workflow=release.yml --limit=1
gh release view vX.Y.Z --json assets -q '.assets[].name'

GOBIN=$(mktemp -d) GOWORK=off go install github.com/marcus/sidecar/cmd/sidecar@vX.Y.Z
"$GOBIN/sidecar" --version

go install @vX.Y.Z can 500 from the checksum DB for a minute or two after the
tag — wait and retry. Prefer a throwaway GOBIN so verification does not
clobber a dev machine's sidecar.

Dev machine after release

# Return to the canonical main development build:
make install-local

# Or keep the released Homebrew build active:
make use-homebrew

# In either case, prove the managed link and both login-shell modes:
make install-status

Recovery

Prefer a new patch release. Keep tags. Resume tap with make release-tap.
See docs/guides/active/releasing.md.

Checklist

• [ ] Go CI green (tests + lint) on the commit to tag — enforced automatically by check-release-state.sh
• [ ] Working tree clean; main == origin/main
• [ ] td bump considered; td tab smoke if td moved
• [ ] No replace in go.mod; GOWORK=off build works
• [ ] Agent integration assets: if any bundled asset's bytes changed, its version constant, internal/agentlifecycle/capabilities.json, and the golden in internal/agentintegration/asset_golden_test.go all moved with it (the golden test fails if they did not)
• [ ] CHANGELOG bullets under ## [Unreleased]
• [ ] BUMP=minor make release (or RELEASE_VERSION=vX.Y.Z make release) succeeded
• [ ] Release assets present; formula URL/sha match (automatic)
• [ ] go install verified into throwaway GOBIN
• [ ] make install-status proves the dev machine is on the intended binary