PaperClipAI/doc/RELEASING.md

Releasing Paperclip

Maintainer runbook for shipping Paperclip across npm, GitHub, and the website-facing changelog surface.

The release model is now commit-driven:

1. Every push to master publishes a canary automatically.
2. Once a night, the newest master commit with a green canary publish is smoke-tested and republished as the nightly.
3. Betas are manual, human-approved promotions of a chosen nightly.
4. Stable releases promote a beta that has soaked for at least 3 days (bypass requires a written justification).
5. Stable release notes live in releases/vYYYY.MDD.P.md. They are drafted automatically when a beta is published (as releases/beta/v<beta-version>.md on master), edited during the soak, and moved to the versioned name after the stable ships.
6. Only stable releases get GitHub Releases.

The user-facing guide to the channels is CHANNELS.md.

Versioning Model

Paperclip uses calendar versions that still fit semver syntax:

• stable: YYYY.MDD.P
• canary: YYYY.MDD.P-canary.N
• nightly: YYYY.MDD.P-nightly.N
• beta: YYYY.MDD.P-beta.N

Examples:

• first stable on March 18, 2026: 2026.318.0
• second stable on March 18, 2026: 2026.318.1
• fourth canary for the 2026.318.1 line: 2026.318.1-canary.3
• first nightly cut on March 18, 2026: 2026.318.1-nightly.0
• first beta promoted on March 18, 2026: 2026.318.1-beta.0

A promotion republishes the exact source commit of the previous lane's build (canary → nightly → beta); the version dates the promotion, not the source build.

Important constraints:

• the middle numeric slot is MDD, where M is the UTC month and DD is the zero-padded UTC day
• use 2026.303.0 for March 3, not 2026.33.0
• do not use leading zeroes such as 2026.0318.0
• do not use four numeric segments such as 2026.3.18.1
• the semver-safe canary form is 2026.318.0-canary.1

Release Surfaces

Every stable release has four separate surfaces:

1. Verification — the exact git SHA passes typecheck, tests, and build
2. npm — paperclipai and public workspace packages are published
3. GitHub — the stable release gets a git tag and GitHub Release
4. Website / announcements — the stable changelog is published externally and announced

A stable release is done only when all four surfaces are handled.

Canaries, nightlies, and betas only cover the first two surfaces plus an internal traceability tag.

Core Invariants

• canaries publish from master
• nightlies republish a commit that already shipped a canary (the commit must carry a canary/v* tag), and only after the release smoke suite passes against that exact published canary
• betas republish a commit that already shipped a nightly (the commit must carry a nightly/v* tag), behind the npm-beta approval gate, and the published beta is re-smoked
• stables publish from an explicitly chosen source ref, which must have shipped as a beta at least 3 days earlier unless a written justification is provided
• tags point at the original source commit, not a generated release commit
• stable notes are always releases/vYYYY.MDD.P.md in the end state: a promoted beta's notes are drafted and edited at releases/beta/v<beta-version>.md on master during the soak (the promoted commit cannot carry a file named for a promotion date that was unknown when it was created), and a post-stable canonicalization PR moves them to the versioned name
• canaries, nightlies, and betas never create GitHub Releases
• canaries, nightlies, and betas never require changelog generation
• Docker :latest moves only on stable releases; master builds publish :canary, nightly builds :nightly, and beta builds :beta

TL;DR

Canary

Every push to master runs the canary path inside .github/workflows/release.yml.

It:

• verifies the pushed commit
• computes the canary version for the current UTC date
• publishes workspace packages dependency-first under npm dist-tag canary
• waits for each package version to become registry-visible before continuing
• publishes the user-facing paperclipai package last, so paperclipai@canary does not advance before the full package set exists
• verifies that canary resolves to the just-published version and that published internal dependencies exist on npm
• installs paperclipai@canary into a clean temporary prefix as the final npm gate
• fails by default if npm leaves latest pointing at a canary; use --allow-canary-latest only when that state is intentional
• creates a git tag canary/vYYYY.MDD.P-canary.N

After publication, the onboarding smoke checks out the same source SHA and installs its test dependencies from the publisher's resolved lockfile with --frozen-lockfile. The same-run artifact is captured before tracked files are restored or release versions are rewritten. This lets a source commit use its current patches and manifests while the separate lockfile-refresh PR is still pending, without resolving new dependencies in the smoke job. The smoke still installs and tests the exact published canary version, not a workspace build.

The lockfile artifact is retained for 14 days. A publisher-job rerun replaces its source-named artifact; a smoke-only rerun uses the existing artifact. A missing artifact fails the job rather than falling back to a different dependency set.

Users install canaries with:

npx paperclipai@canary onboard
# or
npx paperclipai@canary onboard --data-dir "$(mktemp -d /tmp/paperclip-canary.XXXXXX)"

Nightly

A scheduled job in .github/workflows/release.yml runs once a night at 09:00 UTC.

It:

• selects the newest commit on master that carries a canary/v* tag (the tag is pushed only after a successful canary publish, so it is the green-publish signal)
• skips with a job-summary reason when there is no new candidate or the candidate already shipped as a nightly
• runs the release smoke suite (release-smoke.yml) against that exact published canary version — red smoke means no nightly tonight
• republishes the same source commit as YYYY.MDD.P-nightly.N under the npm dist-tag nightly (the commit was already verified by its canary run, so verification is not repeated)
• creates and pushes the git tag nightly/vYYYY.MDD.P-nightly.N
• dispatches docker.yml at that tag to publish the :nightly images

To force a nightly outside the schedule (recovery, or promoting a specific canary), dispatch release.yml with channel: nightly. Leave source_version empty for automatic selection, or set it to an exact canary version. dry_run: true previews the publish and skips smoke, the tag push, and the Docker dispatch.

Users install nightlies with:

npx paperclipai@nightly onboard

Beta

Betas are manual promotions. Dispatch release.yml with channel: beta.

• leave source_version empty to promote the newest nightly, or set it to an exact nightly version such as 2026.807.0-nightly.0
• the selection job resolves the nightly's source commit and fails loudly if it does not exist or already shipped as a beta
• the publish waits for approval in the npm-beta environment — its required reviewers are the promotion gate
• promotions run the release tooling of the source commit, so the source nightly must postdate the beta channel's introduction; the selection job rejects older sources with a clear error (in practice every nightly cut after the beta tooling merged qualifies)
• the same commit is republished as YYYY.MDD.P-beta.N under the npm dist-tag beta, tagged beta/vYYYY.MDD.P-beta.N, and docker.yml is dispatched at that tag to publish the :beta images
• after publishing, the release smoke suite runs against the exact published beta version as verification
• a draft_stable_notes job also generates the eventual stable's notes skeleton — releases/beta/v<beta-version>.md, grouped from git log <last-stable-tag>..<source-commit> — and force-pushes it to the machine-owned release-notes/v<beta-version> branch. Open the PR from the job-summary link (a human opens it so CI runs) and edit the notes during the soak; the stable promotion reads the merged file from master
• dry_run: true previews the publish and skips the tag push, Docker dispatch, and post-publish smoke

Users install betas with:

npx paperclipai@beta onboard

Beta fix path: candidate branches

When one or two targeted fixes are needed before beta and waiting for the next nightly (or absorbing a whole day of master) is wrong, build the beta from a short-lived candidate branch:

1. cut candidate/beta-<target> from the chosen nightly's source commit (for example candidate/beta-2026.811.0)
2. cherry-pick only the required fix commits onto it and push the branch
3. dispatch release.yml with channel: beta and candidate_branch: candidate/beta-<target>
4. selection validates the branch name, rejects heads that already shipped as a beta, records the cherry-picked commits in the job summary, and the head runs full verification before publishing (it never went through a canary or nightly)
5. after the beta ships, land the fixes on master normally and delete the candidate branch

Use this sparingly: the happy path is promoting a nightly. A candidate build has its own -beta.N identity and is never pretended to be the nightly it was cut from.

Stable

Use .github/workflows/release.yml from the Actions tab with the manual workflow_dispatch inputs.

Run the action here

Inputs:

• channel
  • stable (the default) for a stable release; beta and nightly run those lanes instead (see above)
• source_ref
  • commit SHA, branch, or tag
• stable_date
  • optional UTC date override in YYYY-MM-DD
  • enter a date like 2026-03-18, not a version like 2026.318.0
• skip_soak_justification
  • written reason for releasing a stable whose source has not soaked as a beta for 3 days; leave empty for normal releases
• dry_run
  • preview only when true

The stable preflight enforces the beta soak: the source commit must carry a beta/v* tag whose npm publish time is at least 3 days old. If it is not, the run fails unless skip_soak_justification is provided; the justification is echoed into the job summary. Dry runs report soak state without blocking.

For a cherry-picked stable (the release fix path), cut candidate/release-<target> from the chosen beta's source commit, cherry-pick the required fixes, push the branch, and use it as source_ref. The candidate head carries no beta/v* tag, so the soak gate requires skip_soak_justification — that is deliberate: the exact bits were not soaked, and the justification is the recorded trade-off. Reconcile the fixes back to master and delete the branch after shipping.

Before running stable:

1. pick the beta you are promoting (its source commit is the source_ref)
2. confirm the beta has soaked for 3 days with no open blockers
3. resolve the target stable version with ./scripts/release.sh stable --date "$(date +%F)" --print-version
4. make sure the notes PR from the beta's draft branch (release-notes/v<beta-version>, adding releases/beta/v<beta-version>.md) is merged on master — or, for candidate builds, that the candidate branch itself carries releases/vYYYY.MDD.P.md
5. run the stable workflow from that source ref

Example:

• source_ref: master
• stable_date: 2026-03-18
• resulting stable version: 2026.318.0

The workflow:

• re-verifies the exact source ref
• computes the next stable patch slot for the chosen UTC date
• resolves the release notes in preflight: releases/vYYYY.MDD.P.md at the source commit (the candidate fix path) takes precedence, otherwise releases/beta/v<beta-version>.md on master (a promoted beta). When neither exists the run fails before the npm-stable approval gate with the missing path named
• publishes YYYY.MDD.P under npm dist-tag latest
• creates git tag vYYYY.MDD.P
• dispatches docker.yml at that tag to publish :latest and the versioned stable images
• creates or updates the GitHub Release from the resolved notes file
• for master-side beta notes, pushes a release-notes/v<version>-canonicalize branch that git mvs them to releases/vYYYY.MDD.P.md — open and merge its PR to restore the canonical layout

Docker Image Tags

docker.yml publishes both the self-hosted image and the -cloud variant with the same lane mapping:

Build ref	Tags
master push	:canary, :sha-<short>
nightly/v* tag	:nightly, :sha-<short>
beta/v* tag	:beta, :sha-<short>
v* tag (stable)	:latest, :YYYY.MDD.P, :YYYY.MDD, :sha-<short>

Lane tags are pushed by release workflows using GITHUB_TOKEN, and GitHub suppresses push-triggered workflow runs for those pushes. The release jobs therefore dispatch docker.yml explicitly at the new tag ref; the tag mapping keys off github.ref either way.

Local Commands

Preview a canary locally

./scripts/release.sh canary --dry-run

Preview a nightly locally

Requires HEAD to be a commit that already shipped a canary (it must carry a canary/v* tag):

./scripts/release.sh nightly --dry-run

Preview a beta locally

Requires HEAD to be a commit that already shipped a nightly (it must carry a nightly/v* tag):

./scripts/release.sh beta --dry-run

Preview a stable locally

./scripts/release.sh stable --dry-run

Publish a stable locally

This is mainly for emergency/manual use. The normal path is the GitHub workflow.

./scripts/release.sh stable
git push public-gh refs/tags/vYYYY.MDD.P
PUBLISH_REMOTE=public-gh ./scripts/create-github-release.sh YYYY.MDD.P

Stable Changelog Workflow

Stable changelog files live at:

• releases/vYYYY.MDD.P.md

Canaries do not get changelog files.

The draft_stable_notes job seeds a deterministic skeleton (grouped commit subjects) on the release-notes/v<beta-version> branch at beta publish; the flows below turn that skeleton into narrative release notes during the soak. Run them against the draft branch's releases/beta/v<beta-version>.md and push to the notes PR.

Recommended local generation flow:

VERSION="$(./scripts/release.sh stable --date 2026-03-18 --print-version)"
claude --print --output-format stream-json --verbose --dangerously-skip-permissions --model claude-opus-4-6 "Use the release-changelog skill to draft or update releases/v${VERSION}.md for Paperclip. Read doc/RELEASING.md and .agents/skills/release-changelog/SKILL.md, then generate the stable changelog for v${VERSION} from commits since the last stable tag. Do not create a canary changelog."

The repo intentionally does not run this through GitHub Actions because:

• canaries are too frequent
• stable notes are the only public narrative surface that needs LLM help
• maintainer LLM tokens should not live in Actions

Smoke Testing

For a canary:

PAPERCLIPAI_VERSION=canary ./scripts/docker-onboard-smoke.sh

For the current stable:

PAPERCLIPAI_VERSION=latest ./scripts/docker-onboard-smoke.sh

Useful isolated variants:

HOST_PORT=3232 DATA_DIR=./data/release-smoke-canary PAPERCLIPAI_VERSION=canary ./scripts/docker-onboard-smoke.sh
HOST_PORT=3233 DATA_DIR=./data/release-smoke-stable PAPERCLIPAI_VERSION=latest ./scripts/docker-onboard-smoke.sh

Automated browser smoke is also available:

gh workflow run release-smoke.yml -f paperclip_version=canary
gh workflow run release-smoke.yml -f paperclip_version=nightly
gh workflow run release-smoke.yml -f paperclip_version=beta
gh workflow run release-smoke.yml -f paperclip_version=latest

The nightly lane runs this same suite automatically against its candidate before publishing, and the beta lane runs it against the published beta as post-publish verification.

Minimum checks:

• npx paperclipai@canary onboard installs
• onboarding completes without crashes
• authenticated login works with the smoke credentials
• the browser lands in onboarding on a fresh instance
• company creation succeeds
• the first CEO agent is created
• the first CEO heartbeat run is triggered

Rollback

Rollback does not unpublish versions.

It only moves the latest dist-tag back to a previous stable:

./scripts/rollback-latest.sh 2026.318.0 --dry-run
./scripts/rollback-latest.sh 2026.318.0

Then fix forward with a new stable patch slot or release date.

Failure Playbooks

If the canary publishes but smoke testing fails

Do not run stable.

Instead:

1. fix the issue on master
2. merge the fix
3. wait for the next automatic canary
4. rerun smoke testing

If the nightly skipped or failed

A skipped nightly is working as designed — the job summary names the reason (no new green candidate, candidate already shipped, or red smoke). Nothing was published, so there is nothing to clean up.

To recover after fixing the cause, either wait for the next scheduled run or force one: dispatch release.yml with channel: nightly (optionally pinning source_version to a specific canary).

If the nightly published to npm but the tag push or Docker dispatch failed, push the nightly/v* tag manually and run docker.yml at that tag.

If a tag push is rejected with a workflows-permission error

GITHUB_TOKEN may not create refs that point at commits which modify workflow files when the run was started by dispatch or schedule (push-triggered runs are exempt, which is why canary tags on the same commit succeed). The npm publish is already complete and correct when this happens. The failed job's summary contains the exact recovery commands: create and push the tag with maintainer credentials, then dispatch docker.yml at the tag (and for stable, run create-github-release.sh). This only occurs when a release-infrastructure commit itself becomes a promotion source.

If a beta looks bad during soak

Do not promote it to stable. Fix forward: land the fix on master, let it ship through canary and nightly, and promote a new beta. The soak clock starts over for the new beta.

If the published beta is actively harmful to beta users, move the beta dist-tag back to the previous beta version with npm dist-tag add per package, and re-point the :beta Docker tags at the previous beta's images.

If stable npm publish succeeds but tag push or GitHub release creation fails

This is a partial release. npm is already live.

Do this immediately:

1. push the missing tag
2. rerun PUBLISH_REMOTE=public-gh ./scripts/create-github-release.sh YYYY.MDD.P
3. verify the GitHub Release notes point at releases/vYYYY.MDD.P.md

Do not republish the same version.

If latest is broken after stable publish

Roll back the dist-tag:

./scripts/rollback-latest.sh YYYY.MDD.P

Then fix forward with a new stable release.

Related Files

• scripts/release.sh
• scripts/release-package-map.mjs
• scripts/create-github-release.sh
• scripts/rollback-latest.sh
• doc/RELEASE-CHECKLIST.md
• doc/PUBLISHING.md
• doc/RELEASE-AUTOMATION-SETUP.md