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ripgrep/RELEASE-CHECKLIST.md
Andrew Gallant 082245dadb cli: replace clap with lexopt and supporting code
ripgrep began it's life with docopt for argument parsing. Then it moved
to Clap and stayed there for a number of years. Clap has served ripgrep
well, and it probably could continue to serve ripgrep well, but I ended
up deciding to move off of it.

Why?

The first time I had the thought of moving off of Clap was during the
2->3->4 transition. I thought the 3.x and 4.x releases were great, but
for me, it ended up moving a little too quickly. Since the release of
4.x was telegraphed around when 3.x came out, I decided to just hold off
and wait to migrate to 4.x instead of doing a 3.x migration followed
shortly by another 4.x migration. Of course, I just never ended up doing
the migration at all. I never got around to it and there just wasn't a
compelling reason for me to upgrade. While I never investigated it, I
saw an upgrade as a non-trivial amount of work in part because I didn't
encapsulate the usage of Clap enough.

The above is just what got me started thinking about it. It wasn't
enough to get me to move off of it on its own. What ended up pushing me
over the edge was a combination of factors:

* As mentioned above, I didn't want to run on the migration treadmill.
This has proven to not be much of an issue, but at the time of the
2->3->4 releases, I didn't know how long Clap 4.x would be out before a
5.x would come out.
* The release of lexopt[1] caught my eye. IMO, that crate demonstrates
exactly how something new can arrive on the scene and just thoroughly
solve a problem minimalistically. It has the docs, the reasoning, the
simple API, the tests and good judgment. It gets all the weird corner
cases right that Clap also gets right (and is part of why I was
originally attracted to Clap).
* I have an overall desire to reduce the size of my dependency tree. In
part because a smaller dependency tree tends to correlate with better
compile times, but also in part because it reduces my reliance and trust
on others. It lets me be the "master" of ripgrep's destiny by reducing
the amount of behavior that is the result of someone else's decision
(whether good or bad).
* I perceived that Clap solves a more general problem than what I
actually need solved. Despite the vast number of flags that ripgrep has,
its requirements are actually pretty simple. We just need simple
switches and flags that support one value. No multi-value flags. No
sub-commands. And probably a lot of other functionality that Clap has
that makes it so flexible for so many different use cases. (I'm being
hand wavy on the last point.)

With all that said, perhaps most importantly, the future of ripgrep
possibly demands a more flexible CLI argument parser. In today's world,
I would really like, for example, flags like `--type` and `--type-not`
to be able to accumulate their repeated values into a single sequence
while respecting the order they appear on the CLI. For example, prior
to this migration, `rg regex-automata -Tlock -ttoml` would not return
results in `Cargo.lock` in this repository because the `-Tlock` always
took priority even though `-ttoml` appeared after it. But with this
migration, `-ttoml` now correctly overrides `-Tlock`. We would like to
do similar things for `-g/--glob` and `--iglob` and potentially even
now introduce a `-G/--glob-not` flag instead of requiring users to use
`!` to negate a glob. (Which I had done originally to work-around this
problem.) And some day, I'd like to add some kind of boolean matching to
ripgrep perhaps similar to how `git grep` does it. (Although I haven't
thought too carefully on a design yet.) In order to do that, I perceive
it would be difficult to implement correctly in Clap.

I believe that this last point is possible to implement correctly in
Clap 2.x, although it is awkward to do so. I have not looked closely
enough at the Clap 4.x API to know whether it's still possible there. In
any case, these were enough reasons to move off of Clap and own more of
the argument parsing process myself.

This did require a few things:

* I had to write my own logic for how arguments are combined into one
single state object. Of course, I wanted this. This was part of the
upside. But it's still code I didn't have to write for Clap.
* I had to write my own shell completion generator.
* I had to write my own `-h/--help` output generator.
* I also had to write my own man page generator. Well, I had to do this
with Clap 2.x too, although my understanding is that Clap 4.x supports
this. With that said, without having tried it, my guess is that I
probably wouldn't have liked the output it generated because I
ultimately had to write most of the roff by hand myself to get the man
page I wanted. (This also had the benefit of dropping the build
dependency on asciidoc/asciidoctor.)

While this is definitely a fair bit of extra work, it overall only cost
me a couple days. IMO, that's a good trade off given that this code is
unlikely to change again in any substantial way. And it should also
allow for more flexible semantics going forward.

Fixes #884, Fixes #1648, Fixes #1701, Fixes #1814, Fixes #1966

[1]: https://docs.rs/lexopt/0.3.0/lexopt/index.html
2023-11-20 23:51:53 -05:00

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# Release Checklist
* Ensure local `master` is up to date with respect to `origin/master`.
* Run `cargo update` and review dependency updates. Commit updated
`Cargo.lock`.
* Run `cargo outdated` and review semver incompatible updates. Unless there is
a strong motivation otherwise, review and update every dependency. Also
run `--aggressive`, but don't update to crates that are still in beta.
* Update date in `crates/core/flags/doc/template.rg.1`.
* Review changes for every crate in `crates` since the last ripgrep release.
If the set of changes is non-empty, issue a new release for that crate. Check
crates in the following order. After updating a crate, ensure minimal
versions are updated as appropriate in dependents. If an update is required,
run `cargo-up --no-push crates/{CRATE}/Cargo.toml`.
* crates/globset
* crates/ignore
* crates/cli
* crates/matcher
* crates/regex
* crates/pcre2
* crates/searcher
* crates/printer
* crates/grep (bump minimal versions as necessary)
* crates/core (do **not** bump version, but update dependencies as needed)
* Update the CHANGELOG as appropriate.
* Edit the `Cargo.toml` to set the new ripgrep version. Run
`cargo update -p ripgrep` so that the `Cargo.lock` is updated. Commit the
changes and create a new signed tag. Alternatively, use
`cargo-up --no-push --no-release Cargo.toml {VERSION}` to automate this.
* Push changes to GitHub, NOT including the tag. (But do not publish new
version of ripgrep to crates.io yet.)
* Once CI for `master` finishes successfully, push the version tag. (Trying to
do this in one step seems to result in GitHub Actions not seeing the tag
push and thus not running the release workflow.)
* Wait for CI to finish creating the release. If the release build fails, then
delete the tag from GitHub, make fixes, re-tag, delete the release and push.
* Copy the relevant section of the CHANGELOG to the tagged release notes.
Include this blurb describing what ripgrep is:
> In case you haven't heard of it before, ripgrep is a line-oriented search
> tool that recursively searches the current directory for a regex pattern.
> By default, ripgrep will respect gitignore rules and automatically skip
> hidden files/directories and binary files.
* Run `git checkout $version && ci/build-and-publish-deb $version` on a Linux
system that has `cargo deb` installed.
* Run `git checkout $version && ci/build-and-publish-m2 $version` on a macOS
system with Apple silicon.
* Run `cargo publish`.
* Run `ci/sha256-releases {VERSION} >> pkg/brew/ripgrep-bin.rb`. Then edit
`pkg/brew/ripgrep-bin.rb` to update the version number and sha256 hashes.
Remove extraneous stuff added by `ci/sha256-releases`. Commit changes.
* Add TBD section to the top of the CHANGELOG:
```
TBD
===
Unreleased changes. Release notes have not yet been written.
```
Note that [`cargo-up` can be found in BurntSushi's dotfiles][dotfiles].
[dotfiles]: https://github.com/BurntSushi/dotfiles/blob/master/bin/cargo-up