by Kaylee Fisher
A GitHub action that builds your release notes / changelog fast, easy and exactly the way you want.
... a GitHub action that builds your release notes / changelog fast, easy and exactly the way you want.
What's included ๐ • Setup ๐ ๏ธ • Sample ๐ฅ๏ธ • Customization ๐๏ธ • Contribute ๐งฌ • Local Testing ๐งช • License ๐
Specify the action as part of your GitHub actions workflow:
- name: "Build Changelog" id: build_changelog uses: mikepenz/release-changelog-builder-action@{latest-release}
After action execution it will return the changelog
and additional information as step output. You can use it in any follow-up step by referencing the output by referencing it via the id of the step. For example build_changelog
.
# ${{steps.{CHANGELOG_STEP_ID}.outputs.changelog}}${{steps.build_changelog.outputs.changelog}}
A full set list of possible output values for this action.
Output | Description |
---|---|
outputs.changelog |
The built release changelog built from the merged pull requests |
outputs.owner |
Specifies the owner of the repository processed |
outputs.repo |
Describes the repository name, which was processed |
outputs.fromTag |
Defines the fromTag which describes the lower bound to process pull requests for |
outputs.toTag |
Defines the toTag which describes the upper bound to process pull request for |
outputs.failed |
Defines if there was an issue with the action run, and the changelog may not have been generated correctly. [true, false] |
outputs.pull_requests |
Defines a , joined array with all PR IDs associated with the generated changelog. |
outputs.categorized_prs |
Count of PRs which were successfully categorized as part of the action. |
outputs.open_prs |
Count of open PRs. Only fetched if includeOpen is enabled. |
outputs.uncategorized_prs |
Count of PRs which were not categorized as part of the action. |
outputs.changed_files |
Count of changed files in this release. |
outputs.additions |
Count of code additions in this release (lines). |
outputs.deletions |
Count of code deletions in this release (lines). |
outputs.changes |
Total count of changes in this release (lines). |
outputs.commits |
Count of commits which have been added in this release. |
outputs.categorized |
The categorized pull requests used to build the changelog as serialized JSON. |
outputs.cache |
The cache for the current fetched data. Can be provided to another action step. |
Below is a complete example showcasing how to define a build, which is executed when tagging the project. It consists of:
Note: Pre v4 PRs will only show up in the changelog if assigned one of the default label categories "feature", "fix" or "test". Starting with v4 these PRs will be in the
Uncategorized
section.
name: 'CI'on: push: tags: - '*' jobs: release: if: startsWith(github.ref, 'refs/tags/') runs-on: ubuntu-latest steps: - name: Build Changelog id: github_release uses: mikepenz/release-changelog-builder-action@v3 env: GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }} - name: Create Release uses: mikepenz/action-gh-release@v0.2.0-a03 #softprops/action-gh-release with: body: ${{steps.github_release.outputs.changelog}}
jobs: release: if: startsWith(github.ref, 'refs/tags/') runs-on: ubuntu-latest steps: - name: Build Changelog uses: mikepenz/release-changelog-builder-action@v3 with: configurationJson: | { "template": "#{{CHANGELOG}}\n\n<details>\n<summary>Uncategorized</summary>\n\n#{{UNCATEGORIZED}}\n</details>", "categories": [ { "title": "## ๐ฌ Other", "labels": ["other"] }, { "title": "## ๐ฆ Dependencies", "labels": ["dependencies"] } ] } env: GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
Warning: When running this action for non tags trigger the
toTag
will be automatically resolved using the latest tag as retrieved by the git API.
Note: The first release tag is a special case since there is no previous release the action can reference to. For this case, there are 2 options:
- When checking out the source via
git
(E.g.:actions/checkout
), the action will use the first commit.- Create a initial tag on the commit you want to begin a changelog from (for example
v0.0.1
).
Note: By default not specifying
fromTag
ortoTag
will resolvetoTag
from either theref
or alternatively fallback to the latest tag from the git API.fromTag
is resolved by sorting tags using semver. Check the configuration for alternatives.
Note: If you are behind a corporate HTTP proxy, you can set the
https_proxy
environment variable to the proxy URL. For reference, please see the Octokit documentation.
The action supports flexible configuration options to modify vast areas of its behavior. To do so, provide the configuration file to the workflow using the configuration
setting.
- name: "Build Changelog" uses: mikepenz/release-changelog-builder-action@{latest-release} with: configuration: "configuration.json" env: GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
Note Defaults for the configuration can be found in the configuration.ts
Warning It is required to have a
checkout
step prior to the changelog step ifconfiguration
is used, to allow the action to discover the configuration file. UseconfigurationJson
as alternative.
Note It is possible to provide the configuration as file and as json via the yml file. The order of config values used:
configurationJson
>configuration
>DefaultConfiguration
.
This configuration is a JSON
in the following format. (The below showcases example configurations for all possible options. In most scenarios most of the settings will not be needed, and the defaults will be appropiate.)
{ "categories": [ { "title": "## ๐ Features", "labels": ["feature"] }, { "title": "## ๐ Fixes", "labels": ["fix"] }, { "key": "tests", "title": "## ๐งช Tests", "labels": ["test"] }, { "title": "## ๐งช Tests and some ๐ช Magic", "labels": ["test", "magic"], "exclude_labels": ["no-magic"], "exhaustive": true, "exhaustive_rules": "false", "empty_content": "- no matching PRs", "rules": [ { "pattern": "open", "on_property": "status", "flags": "gu" } ] } ], "ignore_labels": [ "ignore" ], "sort": { "order": "ASC", "on_property": "mergedAt" }, "template": "${{CHANGELOG}}\n\n<details>\n<summary>Uncategorized</summary>\n\n${{UNCATEGORIZED}}\n</details>", "pr_template": "- ${{TITLE}}\n - PR: #${{NUMBER}}", "empty_template": "- no changes", "label_extractor": [ { "pattern": "(.) (.+)", "target": "$1", "flags": "gu" }, { "pattern": "\\[Issue\\]", "on_property": "title", "method": "match" } ], "duplicate_filter": { "pattern": "\\[ABC-....\\]", "on_property": "title", "method": "match" }, "reference": { "pattern": ".*\\ \\#(.).*", "on_property": "body", "method": "replace", "target": "$1" }, "transformers": [ { "pattern": "[\\-\\*] (\\[(...|TEST|CI|SKIP)\\])( )?(.+?)\n(.+?[\\-\\*] )(.+)", "target": "- $4\n - $6" } ], "trim_values": false, "max_tags_to_fetch": 200, "max_pull_requests": 200, "max_back_track_time_days": 365, "exclude_merge_branches": [ "Owner/qa" ], "tag_resolver": { "method": "semver", "filter": { "pattern": "api-(.+)", "flags": "gu" } }, "base_branches": [ "dev" ]}
Any section of the configuration can be omitted to have defaults apply.
Warning:
ignore_labels
take precedence over category labels, allowing to specifically exclude certain PRs.
Please see the Configuration Specification for detailed descriptions on the offered configuration options.
For advanced use cases additional settings can be provided to the action
- name: "Complex Configuration" id: build_changelog if: startsWith(github.ref, 'refs/tags/') uses: mikepenz/release-changelog-builder-action@{latest-release} with: configuration: "configuration_complex.json" owner: "mikepenz" repo: "release-changelog-builder-action" ignorePreReleases: "false" fromTag: "0.3.0" toTag: "0.5.0" token: ${{ secrets.PAT }}
Note: All input values are optional. It is only required to provide the
token
either via the input, or asenv
variable.
Input | Description |
---|---|
configurationJson |
Provide the configuration directly via the build yml file. Please note that ${{}} has to be written as #{{}} within the yml file. |
configuration |
Relative path, to the configuration.json file, providing additional configurations |
outputFile |
Optional relative path to a file to store the resulting changelog in. |
owner |
The owner of the repository to generate the changelog for |
repo |
Name of the repository we want to process |
fromTag |
Defines the 'start' from where the changelog will consider merged pull requests (can be a tag or a valid git ref) |
toTag |
Defines until which tag the changelog will consider merged pull requests (can be a tag or a valid git ref) |
path |
Allows to specify an alternative sub directory, to use as base |
token |
Alternative config to specify token. You should prefer env.GITHUB_TOKEN instead though |
baseUrl |
Alternative config to specify base url for GitHub Enterprise authentication. Default value set to https://api.github.com |
includeOpen |
Enables to also fetch currently open PRs. Default: false |
ignorePreReleases |
Allows to ignore pre-releases for changelog generation (E.g. for 1.0.1... 1.0.0-rc02 <- ignore, 1.0.0 <- pick). Only used if fromTag was not specified. Default: false |
failOnError |
Defines if the action will result in a build failure if problems occurred. Default: false |
fetchReviewers |
Will enable fetching the users/reviewers who approved the PR. Default: false |
fetchReleaseInformation |
Will enable fetching additional release information from tags. Default: false |
fetchReviews |
Will enable fetching the reviews on of the PR. Default: false |
commitMode |
Special configuration for projects which work without PRs. Uses commit messages as changelog. This mode looses access to information only available for PRs. Default: false |
cache |
Cached data from a previous run. Will skip fetching PR information |
Warning:
${{ secrets.GITHUB_TOKEN }}
only grants rights to the current repository, for other repositories please use a PAT (Personal Access Token).
Table of supported placeholders allowed to be used in the pr_template
configuration, which will be included in the release notes / changelog.
Placeholder | Description |
---|---|
${{NUMBER}} |
The number referencing this pull request. E.g. 13. |
${{TITLE}} |
Specified title of the merged pull request. |
${{URL}} |
Url linking to the pull request on GitHub. |
${{STATUS}} |
Status of the PR. Usually always merged . Possibly Open if includeOpen is configured. |
${{CREATED_AT}} |
The ISO time, the pull request was created at. |
${{MERGED_AT}} |
The ISO time, the pull request was merged at. |
${{MERGE_SHA}} |
The commit SHA, the pull request was merged with. |
${{AUTHOR}} |
Author creating and opening the pull request. |
${{LABELS}} |
The labels associated with this pull request, joined by , . |
${{MILESTONE}} |
Milestone this PR was part of, as assigned on GitHub. |
${{BODY}} |
Description/Body of the pull request as specified on GitHub. |
${{ASSIGNEES}} |
Login names of assigned GitHub users, joined by , . |
${{REVIEWERS}} |
GitHub Login names of specified reviewers, joined by , . Requires fetchReviewers to be enabled. |
${{APPROVERS}} |
GitHub Login names of users who approved the PR, joined by , . |
Table of special array placeholders allowed to be used in the pr_template
configuration.
Array placeholders follow the following format: (KEY)[(*/index)]
for example: ASSIGNEES[*]
or ASSIGNEES[0]
.
When using *
values are joined by ,
.
Placeholder | Description |
---|---|
${{ASSIGNEES[*]}} |
Login names of assigned GitHub users. |
${{REVIEWERS[*]}} |
GitHub Login names of specified reviewers. Requires fetchReviewers to be enabled. |
${{APPROVERS[*]}} |
GitHub Login names of users who approved the PR. |
Additionally there are special array placeholders like REVIEWS
which allows access to it's properties via
(KEY)[(*/index)].(property)
.
For example: REVIEWS[*].author
or REVIEWS[*].body
Placeholder | Description |
---|---|
${{REVIEWS[*].author}} |
GitHub Login names of specified reviewers. |
${{REVIEWS[*].body}} |
The body of the review. |
${{REVIEWS[*].htmlURL}} |
The URL to the given review. |
${{REVIEWS[*].submittedAt}} |
The date whent he review was submitted. |
${{REVIEWS[*].state}} |
The state of the given review. |
Similar to REVIEWS
, REFERENCED
PRs also offer special placeholders.
Placeholder | Description |
---|---|
${{REFERENCED[*].number}} |
The PR number of the referenced PR. |
${{REFERENCED[*].title}} |
The title of the referenced PR. |
${{REFERENCED[*]."..."}} |
Allows to use most other PR properties as placeholder. |
Table of supported placeholders allowed to be used in the template
and empty_template
(only supports placeholder marked for empty) configuration, to give additional control on defining the contents of the release notes / changelog.
Placeholder | Description | Empty |
---|---|---|
${{CHANGELOG}} |
The contents of the changelog, matching the labels as specified in the categories configuration | |
${{UNCATEGORIZED}} |
All pull requests not matching a specified label in categories | |
${{OPEN}} |
All open pull requests. Will only be fetched if includeOpen is enabled. |
|
${{IGNORED}} |
All pull requests defining labels matching the ignore_labels configuration |
|
${{OWNER}} |
Describes the owner of the repository the changelog was generated for | x |
${{REPO}} |
The repository name of the repo the changelog was generated for | x |
${{FROM_TAG}} |
Defines the 'start' from where the changelog did consider merged pull requests | x |
${{FROM_TAG_DATE}} |
Defines the date at which the 'start' tag was created. Requires fetchReleaseInformation . |
x |
${{TO_TAG}} |
Defines until which tag the changelog did consider merged pull requests | x |
${{TO_TAG_DATE}} |
Defines the date at which the 'until' tag was created. Requires fetchReleaseInformation . |
x |
${{RELEASE_DIFF}} |
Introduces a link to the full diff between from tag and to tag releases | x |
${{CHANGED_FILES}} |
The count of changed files. | |
${{ADDITIONS}} |
The count of code additions (lines). | |
${{DELETIONS}} |
The count of code deletions (lines). | |
${{CHANGES}} |
The count of total changes (lines). | |
${{COMMITS}} |
The count of commits in this release. | |
${{CATEGORIZED_COUNT}} |
The count of PRs which were categorized | |
${{UNCATEGORIZED_COUNT}} |
The count of PRs and changes which were not categorized. No label overlapping with category labels | |
${{OPEN_COUNT}} |
The count of open PRs. Will only be fetched if includeOpen is configured. |
|
${{IGNORED_COUNT}} |
The count of PRs and changes which were specifically ignored from the changelog. | |
${{DAYS_SINCE}} |
Days between the 2 releases. Requires fetchReleaseInformation to be enabled. |
x |
Table of descriptions for the configuration.json
options to configure the resulting release notes / changelog.
Input | Description |
---|---|
categories | An array of category specifications, offering a flexible way to group changes into categories. |
category.key | Optional key used for the categorized json output. |
category.title | The display name of a category in the changelog. |
category.labels | An array of labels, to match pull request labels against. If any PR label matches any category label, the pull request will show up under this category. (See exhaustive to change this) |
category.exclude_labels | Similar to labels , an array of labels to match PRs against, but if a match occurs the PR is excluded from this category. |
category.exhaustive | Will require all labels defined within this category to be present on the matching PR. |
category.exhaustive_rules | Will require all rules defined within this category to be valid on the matching PR. If not defined, defaults to the value of exhaustive |
category.empty_content | If the category has no matching PRs, this content will be used. When not set, the category will be skipped in the changelog. |
category.rules | An array of rules used to match PRs against. Any match will include the PR. (See exhaustive to change this) |
category.rules.pattern | A regex pattern to match the property value towards. Uses RegExp.test("val") |
category.rules.flags | Defines the regex flags specified for the pattern. Default: gu . |
category.rules.on_property | The PR property to match against. Possible values. |
ignore_labels | An array of labels, to match pull request labels against. If any PR label overlaps, the pull request will be ignored from the changelog. This takes precedence over category labels |
sort | A sort specification, offering the ability to define sort order and property. |
sort.order | The sort order. Allowed values: ASC , DESC |
sort.on_property | The property to sort on. Allowed values: mergedAt , title |
template | Specifies the global template to pick for creating the changelog. See Template placeholders for possible values |
pr_template | Defines the per pull request template. See PR Template placeholders for possible values |
empty_template | Template to pick if no changes are detected. See Template placeholders for possible values |
label_extractor | An array of Extractor specifications, offering a flexible API to extract additinal labels from a PR (Default: body , Default in commit mode: commit message ). |
label_extractor.pattern | A regex pattern, extracting values of the change message. |
label_extractor.target | The result pattern. The result text will be used as label. If empty, no label is created. (Unused for match method) |
label_extractor.on_property | The property to retrieve the text from. This is optional. Defaults to: body . Alternative values: title , author , milestone . |
label_extractor.method | The extraction method used. Defaults to: replace . Alternative value: match . The method specified references the JavaScript String method. |
label_extractor.flags | Defines the regex flags specified for the pattern. Default: gu . |
label_extractor.on_empty | Defines the placeholder to be filled in, if the regex does not lead to a result. |
duplicate_filter | Defines the Extractor to use for retrieving the identifier for a PR. In case of duplicates will keep the last matching pull request (depends on sort ). See label_extractor for details on Extractor properties. |
reference | Defines the Extractor to use for resolving the "PR-number" for a parent PR. In case of a match, the child PR will not be included in the release notes. See label_extractor for details on Extractor properties. |
transformers | An array of transform specifications, offering a flexible API to modify the text per pull request. This is applied on the change text created with pr_template . transformers are executed per change, in the order specified |
transformer.pattern | A regex pattern, extracting values of the change message. |
transformer.target | The result pattern, the regex groups will be filled into. Allows for full transformation of a pull request message. Including potentially specified texts |
max_tags_to_fetch | The maximum amount of tags to load from the API to find the previous tag. Loaded paginated with 100 per page |
max_pull_requests | The maximum amount of pull requests to load from the API. Loaded paginated with 30 per page |
max_back_track_time_days | Defines the max amount of days to go back in time per changelog |
exclude_merge_branches | An array of branches to be ignored from processing as merge commits |
tag_resolver | Section to provide configuration for the tag resolving logic. Used if no fromTag is provided |
tag_resolver.method | Defines the method to use. Current options are: semver , sort . Default: semver |
tag_resolver.filter | Defines a regex which is used to filter out tags not matching. |
tag_resolver.transformer | Defines a regex transformer used to optionally transform the tag after the filter was applied. Allows to adjust the format to e.g. semver. |
base_branches | The target branches for the merged PR, ingnores PRs with different target branch. Values can be a regex . Default: allow all base branches |
trim_values | Defines if all values inserted in templates are trimmed . Default: false |
Starting with v3.2.0 the action provides an experimental feature of defining CUSTOM_PLACEHOLDERS
.
Custom placeholders allow to extract values from any existing placeholder and insert them into the target template.
Custom placeholders can be defined via the configuration.json
as custom_placeholders
. See the below example json:
{ "template": "**Epics**\n${{EPIC[*]}}\n\n${{CHANGELOG}}", "pr_template": "- ${{TITLE}} - ${{URL}} ${{EPIC}}", "custom_placeholders": [ { "name": "EPIC", "source": "BODY", "transformer": { "pattern": "[\\S\\s]*?(https:\\/\\/corp\\.atlassian\\.net\\/browse\\/EPIC-.{2,4})[\\S\\s]*", "target": "- $1" } } ]}
This example will look for JIRA tickets in the EPIC project, and extract all of these tickets. The exciting part for that case is, that the ticket is PR bound, but can be used in the global TEMPLATE, but equally also in the PR template. This is unique for CUSTOM PLACEHOLDERS as standard palceholders do not offer this functionality.
Input | Description |
---|---|
custom_placeholders | An array of Placeholder specifications, offering a flexible API to extract custom placeholders from existing placeholders. |
custom_placeholders.name | The name of the custom placeholder. Will be used within the template. |
custom_placeholders.source | The source PLACEHOLDER, requires to be one of the existing Template or PR Template placeholders. |
custom_placeholders.transformer | The transformer specification used to extract the value from the original source PLACEHOLDER. |
A placeholder with the name as CUSTOM_PLACEHOLDER
can be used as ${{CUSTOM_PLACEHOLDER}}
in the target template.
By default the same restriction applies as for PR vs template placeholder. E.g. a global placeholder can only be used in the global template (and not in the PR template).
Custom placeholders offer one new feature though. PR related placeholders can be used in the global template via the following syntax:
CUSTOM_PLACEHOLDER[*]
- Will join all found values and insert them at the given location in the global templateCUSTOM_PLACEHOLDER[0]
/ CUSTOM_PLACEHOLDER[index]
- Will insert the first found value (item at index) into the global template# Install the dependencies$ npm install # Verify lint is happy$ npm run lint -- --fix # Build the typescript and package it for distribution$ npm run build && npm run package # Run the tests, use to debug, and test it out$ npm test
It's suggested to export the token to your path before running the tests so that API calls can be done to GitHub.
export GITHUB_TOKEN=your_personal_github_pat
This GitHub action is fully developed in Typescript and can be run locally via npm. Doing so is a great way to test the action and/or your custom configurations locally, without the need to push and re-run GitHub actions over and over again.
To run this action locally, first make sure you provide a GITHUB_TOKEN
with enough permissions to access the repository.
# GitHub token for the actionexport GITHUB_TOKEN=your_read_only_github_token
Afterwards run the testcases with:
npm test -- custom.test.ts
import {resolveConfiguration} from '../src/utils'import {ReleaseNotesBuilder} from '../src/releaseNotesBuilder' jest.setTimeout(180000) it('Test custom changelog builder', async () => { const configuration = resolveConfiguration( '', 'configs_test/configuration_approvers.json' ) const releaseNotesBuilder = new ReleaseNotesBuilder( null, // baseUrl null, // token '.', // repoPath 'mikepenz', // user 'release-changelog-builder-action-playground', // repo '1.5.0', // fromTag '2.0.0', // toTag true, // includeOpen false, // failOnError false, // ignorePrePrelease true, // enable to fetch reviewers false, // enable to fetch release information false, // enable to fetch reviews false, // commitMode configuration // configuration ) const changeLog = await releaseNotesBuilder.build() console.log(changeLog) expect(changeLog).toStrictEqual(``)})
Additionally it is possible to do full debugging including the option of breakpoints via (for example) Visual Code.
Open the project in Visual code -> open the terminal -> use the +
and start a new JavaScript Debug Terminal
. Afterwards run the tests as described above.
Copyright for portions of pr-release-notes are held by Nikolay Blagoev, 2019-2020 as part of project pull-release-notes.All other copyright for project pr-release-notes are held by Mike Penz, 2021.
All patches and changes applied to the original source are licensed under the Apache 2.0 license.
Copyright 2022 Mike Penz Licensed under the Apache License, Version 2.0 (the "License");you may not use this file except in compliance with the License.You may obtain a copy of the License at http://www.apache.org/licenses/LICENSE-2.0 Unless required by applicable law or agreed to in writing, softwaredistributed under the License is distributed on an "AS IS" BASIS,WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.See the License for the specific language governing permissions andlimitations under the License.