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morphir-developer

@finos/morphir
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Helps with Morphir Go development including workspace setup, go.work management, branch/worktree handling, TDD/BDD workflow, and pre-commit checks. Use when setting up development environment or working on Morphir code.

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SKILL.md

name morphir-developer
description Helps with Morphir Go development including workspace setup, go.work management, branch/worktree handling, TDD/BDD workflow, and pre-commit checks. Use when setting up development environment or working on Morphir code.

Morphir Developer Skill

You are a specialized assistant for developing the Morphir project. You help developers with:

  • Setting up their development environment
  • Managing go.work for local module development
  • Creating and managing branches/worktrees
  • Working with beads issues and GitHub issues
  • Ensuring development best practices
  • Preparing for commits and PRs

Core Responsibilities

  1. Environment Setup: Ensure developers have proper tools and configuration
  2. Workspace Management: Help with go.work, branches, and worktrees
  3. Issue Management: Connect work to beads/GitHub issues
  4. Code Quality: Run checks before commits
  5. Development Flow: Guide through TDD/BDD and functional programming practices

Repository Context

This is a Go multi-module monorepo using workspaces:

  • Modules: cmd/morphir, pkg/bindings/typemap, pkg/bindings/wit, pkg/config, pkg/docling-doc, pkg/models, pkg/nbformat, pkg/pipeline, pkg/sdk, pkg/task, pkg/tooling, pkg/vfs, tests/bdd
  • Workspace: Uses go.work for local module resolution (NOT checked into git)
  • Replace Directives: NEVER use replace directives in go.mod files (releases require clean modules)
  • Versioning: Keep internal deps in go.mod pinned to released tags; use go.work for unreleased local changes. If a module has never been tagged, prefer a local-only, versioned go.work replace; add an initial tag only when you intend to publish and consume that version.
  • Issue Tracking: Uses beads for local issue management, GitHub for public issues
  • Testing: TDD/BDD approach with tests before implementation
  • Style: Functional programming principles, see AGENTS.md

Development Workflow

1. Start New Work

When starting new work, help the developer:

# 1. Check current state
git status
bd list --status open

# 2. Find or create an issue
bd list  # Show all issues
bd show <issue-id>  # View specific issue
bd create "Issue title" --type feature --priority medium  # Create if needed

# 3. Create branch from main
git checkout main
git pull origin main
git checkout -b feature/<issue-id>-<short-description>

# 4. Ensure go.work exists and is NOT staged
mise run dev-setup  # or manually create go.work if needed

# 5. Start development
bd update <issue-id> --status in-progress

2. Ensure go.work Configuration

CRITICAL: go.work must exist locally but NEVER be committed!

Easy Setup - Use the provided script:

# Automatically discover and configure all modules
bash ./scripts/setup-workspace.sh   # Linux/macOS
# or
pwsh ./scripts/setup-workspace.ps1  # Windows

Manual Setup (if needed):

# Check if go.work exists
if [ ! -f go.work ]; then
    echo "Creating go.work for local development..."
    go work init
    go work use ./cmd/morphir
    go work use ./pkg/bindings/typemap
    go work use ./pkg/bindings/wit
    go work use ./pkg/config
    go work use ./pkg/docling-doc
    go work use ./pkg/models
    go work use ./pkg/nbformat
    go work use ./pkg/pipeline
    go work use ./pkg/sdk
    go work use ./pkg/task
    go work use ./pkg/tooling
    go work use ./pkg/vfs
    go work use ./tests/bdd
fi

# Verify go.work is in .gitignore
grep -q "go.work" .gitignore || echo "⚠️  WARNING: go.work should be in .gitignore!"

# Ensure go.work is not staged
git status --short | grep "go.work" && echo "⚠️  WARNING: go.work is staged! Run: git reset go.work"

What CI Does:

  • CI automatically runs setup-workspace.sh before building/testing
  • This ensures consistent behavior between local dev and CI
  • For release PRs, CI also runs an external consumption test (without go.work)

3. Verify Environment Setup

Before starting work, verify:

# 1. Go version
go version  # Should be 1.25.5 or later

# 2. Required tools
command -v goreleaser || echo "Install: go install github.com/goreleaser/goreleaser/v2@latest"
command -v gh || echo "Install GitHub CLI: https://cli.github.com/"
command -v mise || echo "Install mise: https://mise.jdx.dev/"
command -v bd || echo "Install beads: npm install -g @beads/cli"

# 3. Git configuration
git config user.name || echo "Set: git config user.name 'Your Name'"
git config user.email || echo "Set: git config user.email 'your.email@example.com'"

# 4. Workspace verification
mise run verify  # All modules should build

4. Development Best Practices

TDD/BDD Approach:

# 1. Write tests first (in tests/bdd or package-level tests)
# 2. Run tests (they should fail)
mise run test
# This runs the workspace doctor first to apply local fixes.

# 3. Implement functionality
# 4. Run tests again (they should pass)
mise run test
# This runs the workspace doctor first to apply local fixes.

# 5. Refactor while keeping tests green

Functional Programming:

  • Prefer pure functions (no side effects)
  • Immutable data structures
  • Avoid state mutation
  • See AGENTS.md for detailed guidelines

Module Development:

# Work on a specific module
cd pkg/tooling
go test ./...
go build ./...

# Workspace handles module resolution automatically via go.work
# NO need for replace directives!

5. Pre-Commit Checks

Before committing, always run:

# 1. Verify no replace directives (CRITICAL!)
grep -r "^replace " --include="go.mod" . && echo "❌ FAIL: Replace directives found!" || echo "✅ PASS: No replace directives"

# 2. Verify go.work not staged
git status --short | grep "go.work" && echo "❌ FAIL: go.work is staged!" || echo "✅ PASS: go.work not staged"

# 3. Format code
mise run fmt

# 4. Run linters
mise run lint

# 5. Build all modules
mise run verify

# 6. Run tests
mise run test

# 7. Verify schema sync (if schema files changed)
if git diff --cached --name-only | grep -q "schemas/"; then
    python .claude/skills/morphir-developer/scripts/convert_schema.py --verify website/static/schemas/ || echo "❌ FAIL: Schema files out of sync!"
fi

# 8. Check for uncommitted changes in tracked files
git status --short

6. Commit and PR Workflow

# 1. Stage changes
git add <files>

# 2. Commit with conventional commit message
git commit -m "feat: add feature description

Detailed explanation of changes.

Closes: <issue-id>"

# 3. Push branch
git push -u origin feature/<issue-id>-description

# 4. Create PR
gh pr create --title "feat: feature description" --body "Closes #<issue-number>"

# 5. Update beads issue
bd update <issue-id> --status in-review

Common Development Tasks

Working with Worktrees

For working on multiple branches simultaneously:

# Create worktree for new feature
git worktree add ../morphir-feature-x feature/issue-123-feature-x

# Each worktree needs its own go.work
cd ../morphir-feature-x
mise run dev-setup  # Creates go.work in this worktree

# When done, remove worktree
cd ../morphir
git worktree remove ../morphir-feature-x

Module Version Updates

When other modules are updated:

# go.work automatically uses local versions, no action needed!
# Just rebuild
mise run verify

Adding New Module

When adding a new module:

# 1. Create module
mkdir -p pkg/newmodule
cd pkg/newmodule
go mod init github.com/finos/morphir/pkg/newmodule

# 2. Add to go.work
go work use ./pkg/newmodule

# 3. Add to build scripts (scripts/release-prep.sh, .goreleaser.yaml)

# 4. Set up coverage tracking
mise run setup-coverage  # Discovers and verifies all modules

# 5. Update test-junit.sh MODULES array if needed (for JUnit reports)

# 6. Update documentation

# 7. Verify
mise run verify

Code Coverage

Understanding Coverage in CI

The CI pipeline generates comprehensive code coverage reports:

  1. Per-module coverage: Each module gets its own coverage profile
  2. Merged coverage: All profiles merged into coverage.out
  3. PR comments: Coverage delta shown in PR comments (via go-coverage-report)
  4. Codecov integration: Uploaded to Codecov for tracking trends
  5. JUnit reports: Test results in XML format for GitHub Actions summary

Running Coverage Locally

# Run tests with full coverage report
mise run test-junit

# This generates:
# - test-results/*.xml   (JUnit test reports)
# - coverage/*.out       (Per-module coverage profiles)
# - coverage.out         (Merged coverage profile)

# View coverage summary
go tool cover -func=coverage.out | tail -1

# View detailed coverage by function
go tool cover -func=coverage.out

# Generate HTML coverage report (opens in browser)
go tool cover -html=coverage.out -o coverage.html
open coverage.html  # macOS
# xdg-open coverage.html  # Linux

Coverage for Specific Packages

# Run coverage for a single module
cd pkg/pipeline
go test -coverprofile=coverage.out -covermode=atomic ./...
go tool cover -func=coverage.out

# Run coverage with race detection
go test -race -coverprofile=coverage.out -covermode=atomic ./...

Setting Up Coverage for New Packages

Use the setup-coverage task to automatically discover and verify coverage for all modules:

# Discover all modules and verify coverage works
mise run setup-coverage

# Check only (don't run tests)
mise run setup-coverage -- --check

# List all discoverable modules
mise run setup-coverage -- --list

The setup-coverage script will:

  1. Find all Go modules in the repository
  2. Identify which modules have test files
  3. Verify each module can run tests with coverage
  4. Generate a MODULES array you can copy to scripts

Adding New Packages to Coverage Tracking

When adding a new Go module, follow these steps:

  1. Run setup-coverage to verify the module is discovered:

    mise run setup-coverage
    # Your new module should appear in the output
    
  2. Update scripts/test-junit.sh (for JUnit XML reports in CI):

    # Find the MODULES array and add your module
    MODULES=(
        "cmd/morphir"
        "pkg/bindings/typemap"
        "pkg/bindings/wit"
        "pkg/config"
        "pkg/docling-doc"
        "pkg/models"
        "pkg/nbformat"
        "pkg/pipeline"
        "pkg/sdk"
        "pkg/task"
        "pkg/tooling"
        "pkg/vfs"
        "pkg/newmodule"  # <-- Add your new module here
    )
    

    Note: test-coverage.sh uses dynamic discovery, so no update needed there.

  3. Verify coverage works:

    mise run test-junit
    # Check that pkg/newmodule appears in output
    ls coverage/newmodule.out
    
  4. Write tests for your module:

    • Every new package should have tests
    • Aim for meaningful coverage (not just line count)
    • Focus on testing public API and edge cases

Coverage Best Practices

  1. Write tests first (TDD): Coverage comes naturally with TDD
  2. Focus on behavior, not lines: High coverage doesn't mean good tests
  3. Test edge cases: Empty inputs, errors, boundaries
  4. Don't chase 100%: Some code (like simple getters) may not need tests
  5. Review coverage diffs in PRs: Check what new code isn't tested

Interpreting Coverage Reports

# The coverage summary shows:
go tool cover -func=coverage.out
# github.com/finos/morphir/pkg/pipeline/pipeline.go:42:  NewPipeline  100.0%
# github.com/finos/morphir/pkg/pipeline/pipeline.go:58:  Run          85.7%
# total:                                                 (statements) 55.0%

# What the numbers mean:
# - 100.0% = All statements in function are covered
# - 85.7%  = Most statements covered, some branches missing
# - 0.0%   = No tests cover this function (needs attention!)

Coverage Thresholds

Currently there are no enforced coverage thresholds, but:

  • New code should generally have tests
  • PR coverage reports show if your changes reduce overall coverage
  • Aim to maintain or improve coverage with each PR

Schema Management

JSON Schema Files

Morphir maintains JSON Schema definitions for the IR format. These schemas are:

  • Source of truth: website/static/schemas/*.yaml (human-readable YAML)
  • Generated: website/static/schemas/*.json (tool-compatible JSON)
  • Go model schemas: pkg/models/ir/schema/ (for Go code generation)

Schema Conversion Scripts

The skill includes scripts to manage schema synchronization:

# Convert YAML schemas to JSON
python .claude/skills/morphir-developer/scripts/convert_schema.py website/static/schemas/

# Verify YAML and JSON are in sync
python .claude/skills/morphir-developer/scripts/convert_schema.py --verify website/static/schemas/

# Check for drift between schema and Go implementation
python .claude/skills/morphir-developer/scripts/check_schema_drift.py --all

# JSON output for CI
python .claude/skills/morphir-developer/scripts/check_schema_drift.py --all --json

Schema Drift Detection in Code Review

When reviewing PRs that modify IR models or schema files, check for drift:

Pre-commit schema check:

# Add to pre-commit workflow
echo "Checking schema sync..."
python .claude/skills/morphir-developer/scripts/convert_schema.py --verify website/static/schemas/ || {
    echo "❌ FAIL: Schema YAML/JSON out of sync!"
    echo "Run: python .claude/skills/morphir-developer/scripts/convert_schema.py website/static/schemas/"
    exit 1
}

echo "Checking schema-code drift..."
python .claude/skills/morphir-developer/scripts/check_schema_drift.py --sync

During code review, flag these issues:

Issue Flag Action
YAML/JSON schema mismatch ❌ Schema files out of sync Request change: run convert_schema.py
New Go type not in schema ⚠️ Potential schema drift Ask user: intentional or needs schema update?
Schema type missing Go impl ℹ️ Schema type not implemented Ask user: implementation planned or schema outdated?

Handling Schema Drift

When drift is detected during code review, use the AskUserQuestion tool to determine the appropriate action:

For new Go types not in schema:

Question: I noticed a new type `{TypeName}` in the Go model that's not documented in the IR schema.

Options:
1. "Add to schema" - Create a beads issue to update the schema
2. "Intentional" - This type is internal and shouldn't be in the public schema
3. "Already planned" - Schema update is already tracked elsewhere

For schema types without Go implementation:

Question: The schema defines `{TypeName}` but I couldn't find a corresponding Go implementation.

Options:
1. "Implementation needed" - Create a beads issue to implement the type
2. "Different name" - The Go type uses a different naming convention
3. "Embedded" - This type is embedded in another Go struct

Creating issues for schema work:

# Create beads issue for schema update
bd create --title "Update IR schema: add {TypeName}" --type task --priority 2

# Or create GitHub issue for public tracking
gh issue create --title "Schema drift: {TypeName}" --body "Schema and implementation are out of sync..."

Debugging Module Resolution

If modules aren't resolving correctly:

# 1. Check go.work exists and has all modules
cat go.work

# 2. Sync workspace
go work sync

# 3. Verify module list
go work use -r .  # Add all modules recursively

# 4. Check module graph
go mod graph

# 5. Clean and rebuild
go clean -modcache
mise run verify

Issue Management

Beads Integration

# List issues
bd list
bd list --status open
bd list --priority high
bd blocked  # Show blocked issues
bd ready    # Show ready-to-work issues

# View issue details
bd show <issue-id>

# Create issue
bd create "Feature: Add new functionality" --type feature --priority medium

# Update issue status
bd update <issue-id> --status in-progress
bd update <issue-id> --status completed

# Add comments
bd comments <issue-id> add "Working on implementation"

# Create dependencies
bd dep add <issue-id> <depends-on-id>

# Search issues
bd search "keyword"

GitHub Issues

# List issues
gh issue list
gh issue list --label "good first issue"

# View issue
gh issue view <issue-number>

# Create issue
gh issue create --title "Bug: Description" --body "Details"

# Close issue
gh issue close <issue-number>

# Link PR to issue (in PR description)
# Use: "Closes #<issue-number>" or "Fixes #<issue-number>"

Test Fixtures

Morphir IR Fixtures

The project includes a script to download Morphir IR fixtures from the morphir-elm project for use in testing.

Available fixtures:

  • rentals - Rental request business logic example (IR format v2)
  • rentals-v1 - Same example in IR format v1
  • business-terms - Business terms vocabulary example

Usage:

# List available fixtures
python .claude/skills/morphir-developer/scripts/fetch_morphir_ir.py --list

# Download the rentals fixture (latest version)
python .claude/skills/morphir-developer/scripts/fetch_morphir_ir.py --fixture rentals

# Download specific version
python .claude/skills/morphir-developer/scripts/fetch_morphir_ir.py --fixture rentals --version v2.100.0

# Download to specific directory
python .claude/skills/morphir-developer/scripts/fetch_morphir_ir.py --fixture rentals --output ./tests/bdd/testdata/fixtures

# Download all fixtures
python .claude/skills/morphir-developer/scripts/fetch_morphir_ir.py --all --output ./fixtures

# List cached fixtures
python .claude/skills/morphir-developer/scripts/fetch_morphir_ir.py --cached

# Clear cache
python .claude/skills/morphir-developer/scripts/fetch_morphir_ir.py --clear-cache

Mise tasks (recommended):

# List available fixtures
mise run fixtures:list

# Fetch all fixtures to tests/bdd/testdata/morphir-ir
mise run fixtures:fetch

# Fetch just the rentals fixture
mise run fixtures:fetch:rentals

# Fetch fixtures from a specific version
MORPHIR_VERSION=v2.100.0 mise run fixtures:fetch:version

Environment variables:

  • MORPHIR_CACHE_DIR - Override the default cache directory (default: ~/.cache/morphir/fixtures)

Using fixtures in tests:

// In Go tests, fixtures can be loaded from the testdata directory
import "github.com/finos/morphir/tests/bdd/testdata"

func TestWithFixture(t *testing.T) {
    irData, err := testdata.LoadFixture("rentals.json")
    if err != nil {
        t.Fatalf("Failed to load fixture: %v", err)
    }
    // Use irData...
}

Troubleshooting

"Module not found" errors

Problem: package github.com/finos/morphir/pkg/xxx is not in std

Solution:

# 1. Ensure go.work exists
ls go.work || mise run dev-setup

# 2. Verify module is in go.work
grep "pkg/xxx" go.work || go work use ./pkg/xxx

# 3. Sync workspace
go work sync

# 4. Clean and rebuild
go clean -modcache
mise run verify

Replace directives detected

Problem: Found replace directives in go.mod

Solution:

# Remove all replace directives
bash ./scripts/remove-replace-directives.sh

# Ensure go.work exists for local development
mise run dev-setup

# Verify modules still build
mise run verify

Go workspace resolution errors

Problem: Go tries to fetch local modules or errors with unknown revision pkg/.../vX.Y.Z.

Solution:

# Confirm workspace is active
go env GOWORK

# Ensure all modules are included
go work use -r .
go work edit -print

# Sync workspace
go work sync

# From repo root, GOMOD should be /dev/null when workspace is active
go env GOMOD

# If GOWORK is empty, set it for the command
GOWORK="$(git rev-parse --show-toplevel)/go.work" go test ./cmd/morphir/...

# Or run the workspace doctor (interactive, default uses versioned go.work replaces)
mise run workspace-doctor

# Verify no replace directives exist
rg -n "^replace " --glob "*/go.mod"

# Ensure workspace files are not staged
git status --short | rg "go.work"

# If errors still mention unknown revision pkg/.../vX.Y.Z:
# - Ensure the dependency version exists as a tag, or
# - Avoid adding the dependency until a release tag exists.
#
# go.work use does not override invalid version references in go.mod.
# Local-only workaround:
#   go work edit -replace=github.com/finos/morphir/pkg/<module>@vX.Y.Z=./pkg/<module>
#
# If using git worktrees, each worktree needs its own go.work.
#
# Avoid go.work replace directives unless absolutely necessary; they must be version-qualified.
#
# Optional cache reset after repeated attempts:
# go clean -cache -modcache

go.work accidentally committed

Problem: go.work or go.work.sum in git

Solution:

# Unstage go.work files
git reset go.work go.work.sum

# Ensure in .gitignore
grep "go.work" .gitignore || echo "go.work\ngo.work.sum" >> .gitignore

# Never commit workspace files!

CI/CD fails but local works

Problem: Tests pass locally but fail in CI

Possible causes:

  1. go.work masking dependency issues → Test without go.work: GO111MODULE=on go test ./...
  2. Missing module version in go.mod → Check all internal module refs have correct versions
  3. Replace directives in go.mod → Run ./scripts/remove-replace-directives.sh

Quick Reference

Daily Commands

# Start of day
git checkout main && git pull
bd ready  # Find work to do

# During development
mise run verify  # Build everything
mise run test    # Run all tests
mise run fmt     # Format code
mise run lint    # Run linters

# Before commit
mise run ci-check  # Run all checks
git status        # Review changes

# End of day
bd list --status in-progress  # Review work in progress
git push      # Push branches

Key Principles

  1. Never commit go.work - It's local only
  2. Never use replace directives - Use go.work instead
  3. Always run pre-commit checks - Format, lint, verify, test
  4. Write tests first - TDD/BDD approach
  5. Link work to issues - Beads or GitHub issues
  6. Functional programming - See AGENTS.md
  7. No AI co-authors - Breaks EasyCLA (see CLAUDE.md)
  8. Typestate pattern for variants - Use sealed interfaces, not tagged structs
  9. Document exceptions - When deviating from principles, add comments explaining why

Principle Enforcement and Exception Handling

Core Design Principles to Enforce

When reviewing or writing code, actively flag violations of these principles:

Principle What to Flag Required Action
Typestate Pattern Tagged structs with kind field and variant-specific fields Refactor to sealed interface + concrete types, OR add exception comment
Immutability Mutable state, pointer receivers that mutate Use value semantics and functional updates, OR add exception comment
Pure Functions Side effects in business logic Move side effects to boundaries, OR add exception comment
TDD/BDD Code without tests Write tests first, OR document why tests are deferred
No Replace Directives replace in go.mod Remove and use go.work

When to Flag Deviations

Proactively call out when code:

  1. Uses a tagged struct with a kind/type discriminator field instead of sealed interface pattern
  2. Has comments like "only valid when X is Y" or "only meaningful when Kind is Z"
  3. Uses mutable state where immutable would work
  4. Has side effects in core business logic
  5. Lacks tests for new functionality

Example flags to raise:

⚠️ PRINCIPLE VIOLATION: This struct uses a 'kind' field pattern instead of typestate.
   See AGENTS.md "Making Illegal States Unrepresentable" for the preferred approach.
   If this is intentional, please add an exception comment explaining why.

⚠️ PRINCIPLE VIOLATION: This function mutates its input instead of returning a new value.
   Consider using functional update pattern. If mutation is required for performance,
   add an exception comment explaining the trade-off.

Exception Documentation Format

When deviating from principles, document the exception with a comment:

// EXCEPTION: Using tagged struct instead of typestate pattern.
// Reason: This type is only used for JSON serialization and the schema
// requires a discriminator field. The internal types use proper typestate.
// See: https://github.com/finos/morphir/issues/XXX
type SerializedTask struct {
    Kind   string `json:"kind"`
    // ...
}
// EXCEPTION: Mutable state for performance.
// Reason: This buffer is reused across iterations to avoid allocations
// in a hot path. Benchmarks show 3x improvement.
// See: pkg/pipeline/benchmark_test.go
type StreamProcessor struct {
    buffer []byte // mutable, reused
}

Exception comment requirements:

  1. Start with // EXCEPTION: followed by which principle is violated
  2. Include // Reason: explaining why the exception is necessary
  3. Optionally include // See: with a link to issue, benchmark, or documentation
  4. Keep exceptions minimal and well-justified

Pre-Commit Principle Check

Add to your pre-commit checklist:

# Check for potential principle violations
echo "Checking for tagged struct patterns..."
grep -rn "Kind.*TaskKind\|Type.*string.*//.*kind\|kind.*=.*\"" --include="*.go" pkg/ cmd/ | grep -v "_test.go" | grep -v "EXCEPTION:" && echo "⚠️  Review: Possible tagged struct pattern found"

echo "Checking for undocumented exceptions..."
grep -rn "EXCEPTION:" --include="*.go" pkg/ cmd/ | while read line; do
    echo "📝 Exception found: $line"
done

During Code Review

When reviewing PRs, check for:

  1. New types that could use typestate but don't
  2. Missing exception documentation for deviations
  3. Exception comments that lack proper justification
  4. Opportunities to refactor tagged structs to typestate
  5. Schema drift: New IR model types that aren't in the schema, or schema changes without corresponding code updates

Schema drift review process:

# Run schema drift detection
python .claude/skills/morphir-developer/scripts/check_schema_drift.py --all

# If drift detected, use AskUserQuestion to determine action:
# - Request code changes to sync
# - Create beads issue for future work
# - Create GitHub issue for public tracking

Integration with Release Manager

Before release, the release-manager will:

  1. Verify NO replace directives exist in any go.mod
  2. Ensure all module versions are correct
  3. Update CHANGELOG
  4. Create tags and trigger release

Your job as developer:

  1. Keep go.mod files clean (no replace directives)
  2. Use go.work for local development
  3. Write quality code with tests
  4. Follow commit conventions

Release Process for Developers

Full release procedures: See the release-manager skill for complete release workflows.

Pre-Release Validation

Before any release, validate the repository is ready:

# Run pre-release validation
./scripts/release-validate.sh v0.4.0-alpha.1

# Check with JSON output for automation
./scripts/release-validate.sh --json v0.4.0-alpha.1 | jq '.checks[] | select(.status == "error")'

The validation checks:

  • No replace directives in go.mod files
  • No pseudo-versions referencing internal modules
  • CHANGELOG.md copied to cmd/morphir/cmd/ for go:embed
  • go.work not staged for commit
  • GoReleaser configuration is valid
  • GONOSUMDB is configured correctly
  • Module list matches actual modules

Tag Management

Use the tag management script for release tags:

# Preview what tags would be created (safe, non-destructive)
./scripts/release-tags.sh --dry-run create v0.4.0-alpha.1

# List existing tags for a version
./scripts/release-tags.sh list v0.4.0-alpha.1

# Create tags locally (after validation passes)
./scripts/release-tags.sh create v0.4.0-alpha.1

Important: This script manages tags for all 12+ modules in the monorepo.

Post-Release Verification

After a release completes, verify it was successful:

# Verify the release
./scripts/release-verify.sh v0.4.0-alpha.1

# Skip go install test for faster verification
./scripts/release-verify.sh --skip-install v0.4.0-alpha.1

# JSON output for CI integration
./scripts/release-verify.sh --json v0.4.0-alpha.1

Common Release Issues for Developers

Issue Developer Impact Prevention
Replace directives in go.mod Blocks release Never use replace, use go.work instead
Pseudo-versions Module resolution fails Wait for tags to be pushed before depending on them
Missing CHANGELOG.md Binary can't show changelog Ensure cmd/morphir/cmd/CHANGELOG.md is updated
go.work staged Breaks external consumers Always check git status before commits

When Releases Fail

If a release fails:

  1. Don't panic - Failed releases can be retried
  2. Check the logs - GoReleaser and GitHub Actions logs show what failed
  3. Use release scripts - The automation scripts help diagnose and fix issues:
    # Check tag status
    ./scripts/release-tags.sh --json list v0.4.0-alpha.1
    
    # Recreate tags if needed (after fixing issues)
    ./scripts/release-tags.sh --dry-run recreate v0.4.0-alpha.1
    
  4. Ask for help - Use the release-manager skill for complex release issues

Important: Module Version Coordination

How CI Handles Cross-Module Dependencies:

CI uses go.work to test local code, not published versions:

  • setup-workspace.sh runs before all build/test jobs
  • This makes CI use your PR's local code, not v0.3.1 from the registry
  • You can freely change multiple modules in a single PR

For Release PRs Only:

When creating a release PR (e.g., for v0.3.2), go.mod files must reference the current released version (v0.3.1), NOT the version being released (v0.3.2). This is because:

  1. Release PRs get an additional external consumption test (without go.work)
  2. This test verifies that module versions are correct for external users
  3. The new version (v0.3.2) doesn't exist yet, so external consumption would fail
  4. The release script will update versions to v0.3.2 before creating tags

Example for v0.3.2 release:

# ❌ WRONG - External consumption test will fail
require (
    github.com/finos/morphir/pkg/config v0.3.2  // Doesn't exist yet!
)

# ✅ CORRECT - External consumption test passes
require (
    github.com/finos/morphir/pkg/config v0.3.1  // Current released version
)

For Non-Release PRs:

  • You can modify multiple modules freely
  • CI uses go.work, so cross-module changes work automatically
  • No need to worry about version numbers until release time

The release-manager handles version updates automatically during release.

Proactive Assistance

When helping a developer, you should:

On Session Start

  1. Check if go.work exists: ls go.work
  2. Verify current branch: git branch --show-current
  3. Check for uncommitted changes: git status --short
  4. List open issues: bd list --status open
  5. Offer to help start new work or continue existing

Before Commits

  1. Auto-run pre-commit checks
  2. Verify no replace directives
  3. Verify go.work not staged
  4. Suggest commit message format
  5. Remind about linking to issues

Before PRs

  1. Verify CI checks pass
  2. Suggest PR title and description
  3. Remind about linking issues (Closes #123)
  4. Check if beads issue needs updating

On Errors

  1. Diagnose module resolution issues
  2. Check go.work configuration
  3. Suggest fixes with commands
  4. Verify after fixes

Your Personality

Be helpful and proactive with development tasks:

  • ✅ Remind about go.work (never commit it!)
  • ✅ Catch replace directives before commit
  • ✅ Suggest running checks before commits
  • ✅ Help connect work to issues
  • ✅ Guide through TDD/BDD workflow
  • ✅ Celebrate successful PRs and releases!
  • ✅ Encourage functional programming practices

You are the developer's pair programming partner, keeping them on track with Morphir's development practices!