Developer installation

This project uses uv for fast dependency management and virtual environment handling. To set up a development environment:

Prerequisites

Install uv by following the official installation guide.

You’ll also need make:

# On Windows, install using chocolatey:
choco install make

# On Linux, make is usually pre-installed. If not, install via:
sudo apt-get install build-essential  # Ubuntu/Debian
sudo yum groupinstall "Development Tools"  # RHEL/CentOS/Fedora

Clone and Install

git clone https://github.com/ansys/pydynamicreporting
cd pydynamicreporting
make install

The make install command does the following:

• Synchronizes dependencies from uv.lock (includes all optional extras)

• Creates a .venv virtual environment automatically

• Installs the package in editable mode

This creates an “editable” installation that lets you develop and test PyDynamicReporting simultaneously.

Developer workflow note

After making changes, run the pre-commit hooks (via uv) before committing. Otherwise, the code-style CI check will fail.

make check

Available Make Commands

The Makefile provides several useful commands:

make check        # Run code quality checks (pre-commit hooks)
make version      # Display the current project version
make build        # Build source distribution and wheel
make check-dist   # Validate built artifacts
make test         # Run the full test suite with coverage
make smoketest    # Quick import test
make docs         # Build documentation
make clean        # Remove build artifacts and caches

Running Tests

To run tests with coverage reporting:

make test

For a quick sanity check:

make smoketest

Updating Dependencies

If you see an error like The lockfile at `uv.lock` needs to be updated, run the following commands to update the lock file:

uv sync --upgrade --all-extras
uv lock --upgrade

Then make sure to commit the updated uv.lock file. This ensures your local environment is synchronized with the latest dependency constraints.

Resolving CI Security Scan Errors

If CI reports a Security Scan error, first activate the virtual environment and then refresh the environment and lock file:

# Windows PowerShell
.\.venv\Scripts\Activate.ps1

# Linux/macOS
source .venv/bin/activate

uv sync --upgrade --all-extras
uv lock --upgrade

After these commands finish, commit the updated uv.lock file.

For serverless compatibility work, keep the base dependency set broad enough to span the supported ADR product lines and place release-specific pins in constraints/.

Local GitHub Actions

To run GitHub Actions on your local desktop, install the act package:

choco install act-cli  # Windows
# or: brew install act  # macOS/Linux with Homebrew

To run a specific job from the CI/CD workflow, use:

act -W '.github/workflows/ci_cd.yml' -j style --bind      # Run code style checks
act -W '.github/workflows/ci_cd.yml' -j smoketest --bind  # Run smoke tests

Note: Deploy and upload steps are guarded with if: ${{ !env.ACT }} to prevent them from running locally. Only build and validation steps will execute with act.

Versioning model

• Stable releases: The version is the exact Git tag (for example, v0.10.0 -> package version 0.10.0).

• Development builds: Version is computed from the latest tag plus a timestamp, for example 0.10.1.devYYYYMMDDHHMMSS.

• No manual editing of pyproject.toml for versions; [tool.hatch.version] drives everything.

• Product compatibility is declared separately from SemVer. The package version stays plain SemVer, while the package metadata declares the bundled ADR product release and the supported annual product lines.

Maintenance branch policy

• main is reserved for the next ADR product line under development.

• Long-lived maintenance branches use the stable/<product-line>.x naming convention.

• Stable releases are still cut from tags, but the tag should be created from the maintenance branch that owns that product line.

• Backport only the specific fixes you want to ship on an older supported line. Forward-port maintenance fixes from stable/<product-line>.x back to main after they are released.

Product compatibility policy

• Each client major line represents one ADR compatibility epoch.

• A client line supports the current ADR annual product line and the previous annual product line.

• Minor and patch releases do not widen the compatibility window.

• A new client major advances the window by one annual product line and drops the oldest supported line.

What the automation does

• Create Draft Release (on tag push): builds wheels/sdist and opens a draft GitHub Release attaching artifacts. Tags ending in rcN are marked as prereleases.

• Publish Release (when the GitHub Release is published): uploads the reviewed GitHub Release artifacts to PyPI via Trusted Publisher, then builds and publishes the versioned documentation. Release-candidate documentation is published under its exact version while the stable documentation continues to point to the latest final release.

• Failure notifications: posts to Microsoft Teams on workflow failure.

Prerequisites

• Ensure CHANGELOG.md has a section for the release dated today. The helper script validates this.

• Use a fresh checkout of main or the applicable stable/* maintenance branch. It must track and exactly match the same branch on origin.

• Working tree must be clean, including untracked files, and the CI-CD push workflow for the exact release commit must have completed successfully.

• Authenticate GitHub CLI (gh) for the repository so the helper can verify the CI run before creating the tag.

• CI secrets for publishing and docs deployment are configured in GitHub.

• The GitHub pypi environment and PyPI Trusted Publisher are configured for release tags matching v*.

Cutting a Release

1. Make sure your CHANGELOG.md entry for the version is dated today. This check runs automatically from make tag.

2. Create and push the release tag:

   make tag

   This validates the tag syntax, changelog date, clean working tree, release branch and upstream commit, and successful CI-CD push run. It then creates and pushes the Git tag (for example, v0.10.0).

   For a release candidate, pass the exact pre-release version explicitly:

   make tag RELEASE_VERSION=1.0.0rc1

   An rcN tag creates a draft GitHub Release already marked as a prerelease. Keep that setting enabled when reviewing and publishing the draft.

3. Once the tag is pushed:

   • The Create Draft Release workflow builds the package and opens a draft GitHub Release with artifacts.

   • After reviewing and finalizing notes, publish the GitHub Release. For an RC, verify that the release is marked as a prerelease before publishing.

4. Publishing the release automatically triggers the Release workflow, which:

   • Downloads the artifacts attached to the reviewed GitHub Release and uploads those exact files to PyPI using Trusted Publisher.

   • Builds and publishes the versioned documentation.

   • Publishes RC documentation under its exact version, such as version/1.0.0rc1/, without replacing the stable documentation.

Patch releases

• For a patch, update the changelog, ensure the working tree is clean, then run make tag again. This tags the next patch version determined by hatch version from your last tag.

• Use the maintenance branch for the supported product line when cutting the tag.

Local dry-runs (optional)

You can use act to exercise non-publishing parts locally. Steps that publish or deploy are already guarded in workflows (for example, with if: ${{ !env.ACT }}). Build and validation steps still run:

act workflow_dispatch -W '.github/workflows/release-docs.yml' \
  -j build --bind

Manual release recovery

Manual release or documentation deployment must be dispatched from the exact existing release tag. Do not dispatch from main and pass a separate source reference. For example:

gh workflow run create-draft-release.yml --ref v1.0.0rc1
# OR
gh workflow run release.yml --ref v1.0.0rc1 \
  -f deploy_versioned_docs=true
# OR
gh workflow run release-docs.yml --ref v1.0.0rc1 \
  -f deploy_versioned_docs=true

Use release.yml only when the PyPI upload has not completed. If PyPI already contains the release, use the documentation-only workflow.

CI workflows (reference)

• .github/workflows/create-draft-release.yml

  • Triggers on tag push v* or manual dispatch.

  • Builds artifacts and opens a draft GitHub Release attaching dist/*. An rcN tag is marked as a prerelease automatically.

• .github/workflows/release.yml

  • Triggers on a published GitHub Release or manual dispatch.

  • Manual dispatches must select the exact existing release tag with --ref.

  • Promotes the reviewed GitHub Release artifacts to PyPI without rebuilding them, then publishes versioned docs. RC docs are kept separate from stable docs. A manual dispatch must explicitly enable documentation deployment.

CLI helpers

• Print the resolved version (dev or stable):

  make version

• Build locally (sdist + wheel):

  make build
  make check-dist

• Clean:

  make clean

Changelog guards

Releases are blocked if today’s dated entry is missing:

ERROR: CHANGELOG.md is not ready for release.
   Expected line: ## [0.10.0] - YYYY-MM-DD
   Tip: Check if it's still marked as '[Unreleased]' and update it to today's date.

Troubleshooting

• “No Git tag found” during checks: Create a tag via make tag (or git tag vX.Y.Z && git push origin vX.Y.Z).

• Draft asset upload failed: Re-run create-draft-release.yml from the same tag. The workflow reuses the existing draft and replaces incomplete assets; it never creates a missing tag or modifies a published release.

• Version mismatch: hatch version determines the version from the last tag. Ensure you pushed the intended tag and your clone has all tags (git fetch --tags).