Prepare the first public 1.0.0 release and finish the remaining CI hardening work. Highlights: - align Python, Rust, WASM, Conda, API, MCP, and docs version metadata to 1.0.0 - promote package metadata to Production/Stable and update stability/versioning docs for the stable series - move the accumulated Unreleased notes into a dated 1.0.0 changelog section and keep a fresh top-level Unreleased block - strengthen the changelog checker so it validates a single top-level Unreleased section - fix the CI/package support mismatch by declaring Python >=3.10 consistently and gating pandas-ta extras to Python 3.12+ - restore Sphinx autodoc compatibility for documented ferro_ta.<module> imports by registering module aliases - make the TA-Lib benchmark guardrail less flaky by checking median and tail-percentile speedups instead of failing on a single mild outlier - switch PyPI publishing to OIDC-only trusted publishing and wire the changelog check into the required CI gate - apply the Ruff-driven cleanup across the Python and test tree and refresh uv/cargo lockfiles Validated locally: - python3 scripts/check_changelog.py - uv run --with ruff ruff check python tests - uv run --with ruff ruff format --check python tests - uv lock --check - sphinx-build -b html docs docs/_build -W --keep-going - build/install the ferro_ta 1.0.0 wheel successfully
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Release Playbook
This document describes the step-by-step process for cutting a new ferro-ta release. Follow every step in order to produce a consistent, reproducible release.
For the packaging and release overview, see PACKAGING.md.
Publish matrix (all automatic on release)
| Artifact | How |
|---|---|
| PyPI | CI job publish using PyPI Trusted Publishing (OIDC) |
| npm (WASM) | Workflow wasm-publish |
| crates.io | CI job publish-cratesio |
Pre-release checklist
Before starting a release:
- All CI checks are green on
main: Rust (fmt, clippy), tests (with coverage gate), lint (ruff), typecheck (mypy, pyright), docs (Sphinx), WASM, audit (cargo-audit, pip-audit), fuzz (no crashes). - Security audit clean: Run
cargo auditandpip-auditlocally and confirm no high/critical vulnerabilities. Address any findings before tagging.bash cargo audit pip-audit # or: uv run --with pip-audit pip-audit - No open blocking issues or PRs that must land first.
CHANGELOG.mdhas a## [X.Y.Z]section (not[Unreleased]) with all changes since the last release documented under### Added,### Changed,### Fixed,### Removedheadings.
Step 1 — Decide the version number
Follow Semantic Versioning 2.0.0 and the policy in VERSIONING.md:
| Change type | Version component to bump |
|---|---|
| Breaking API change (indicator removed, parameter renamed, return type changed) | MAJOR |
| New indicators, features, or bindings (backward-compatible) | MINOR |
| Bug fixes, performance, docs-only, dependency bumps | PATCH |
Example: current version is 0.1.0 and you are adding new indicators → new version is 0.2.0.
Step 2 — Sync version everywhere
These files must carry the same version string (e.g. 0.2.0). Update all before tagging:
| File | Location |
|---|---|
Cargo.toml |
Root (source of truth) |
crates/ferro_ta_core/Cargo.toml |
Same version for crates.io publish |
pyproject.toml |
Root |
wasm/package.json |
"version": "0.2.0" |
Cargo.toml (root):
[package]
name = "ferro_ta"
version = "0.2.0" # ← update here
pyproject.toml:
[project]
version = "0.2.0" # ← must match Cargo.toml exactly
Rule:
Cargo.tomlis the source of truth. Sync the others to match before tagging.
Step 3 — Update CHANGELOG.md
- Open
CHANGELOG.md. - Rename the
[Unreleased]section to[0.2.0] — YYYY-MM-DD(today's date). - Add a fresh empty
[Unreleased]section at the top. - Update the comparison links at the bottom:
[Unreleased]: https://github.com/pratikbhadane24/ferro-ta/compare/v0.2.0...HEAD
[0.2.0]: https://github.com/pratikbhadane24/ferro-ta/compare/v0.1.0...v0.2.0
Follow the Keep a Changelog format:
Added, Changed, Deprecated, Removed, Fixed, Security.
Step 4 — Commit the version bump
git add Cargo.toml crates/ferro_ta_core/Cargo.toml pyproject.toml wasm/package.json CHANGELOG.md
git commit -m "chore: release v0.2.0"
git push origin main
Wait for CI to pass on this commit before proceeding.
Step 5 — Create and push the tag
git tag v0.2.0
git push origin v0.2.0
Tags must be in the form
vMAJOR.MINOR.PATCH(e.g.v0.2.0).
Step 6 — Create a GitHub Release
- Go to Releases → Draft a new release in the GitHub UI.
- Select the tag
v0.2.0you just pushed. - Set the release title to
v0.2.0. - Paste the changelog section for
v0.2.0into the release notes. - Click Publish release.
Publishing the release triggers the CI build-wheels and publish jobs
automatically (the workflow responds to release: published). The PyPI upload
uses Trusted Publishing via GitHub OIDC, so no PYPI_API_TOKEN secret is used.
Step 7 — Monitor CI and verify PyPI
- Watch the Actions tab:
build-wheels→publish(PyPI),publish-cratesio(crates.io), and the wasm-publish workflow (npm). - After the
publishjob succeeds, verify the package is live:
pip install ferro-ta==0.2.0
python -c "import ferro_ta; print(ferro_ta.__version__ if hasattr(ferro_ta,'__version__') else 'ok')"
- If anything fails: fix the issue, bump to a patch version (
0.2.1), and repeat.
Hotfix releases
For urgent bug fixes on a released version:
- Branch from the release tag:
git checkout -b hotfix/0.1.1 v0.1.0 - Apply the fix, bump to
0.1.1, update CHANGELOG. - Merge the branch into
main. - Tag and release as above.
Note:
ferro_ta_coreis published to crates.io automatically by the CI jobpublish-cratesiowhen you publish a release (requiresCARGO_REGISTRY_TOKENsecret).
See also
- VERSIONING.md — versioning policy and breaking-change rules
- CHANGELOG.md — changelog history
- CONTRIBUTING.md — development setup and PR guidelines