Release Prep
You are preparing the Smart Org Chart SPFx web part for a public release. Work through each step below in order. Stop and report…
You are preparing the **Smart Org Chart** SPFx web part for a public release. Work through each step below in order. Stop and report any blocking issues before continuing.
**Requested version:** $ARGUMENTS
(If blank, read `config/package-solution.json` for the current version, then ask the user what the new version should be before proceeding with any changes.)
---
## Step 1 — TypeScript check
Run `.\node_modules\.bin\tsc.cmd --noEmit`. If there are errors, list them and stop. Do not continue until the user confirms they are resolved.
---
## Step 2 — Determine the current feature set
Read these files:
- `src/webparts/smartOrgChart/SmartOrgChartWebPart.ts` — the property pane `getPropertyPaneConfiguration()` method lists every admin setting and feature toggle
- `src/webparts/smartOrgChart/components/SmartOrgChart.tsx` — the `currentView` state and header bar reveal the available views and user-facing features
From these, produce a definitive list of all views, admin settings, and user-facing features. Do not assume — derive it from the code.
---
## Step 3 — Update `USER-GUIDE.md`
Read `USER-GUIDE.md` in full. Then update it:
- Change the version number in the heading to the new version.
- Update the Table of Contents to match the actual sections you will write.
- Remove any sections that describe features no longer in the app (check against the feature list from Step 2).
- Add or update sections for features that are present in the app but missing or out of date in the guide. Use clear, user-facing language — write for a non-technical SharePoint admin audience.
- Keep accurate existing content unchanged.
- Do not remove the screenshots section; update screenshot filenames only if they change.
Write the complete updated file.
---
## Step 4 — Update `README.md`
Read `README.md` in full. Then update it:
- Update any version badge or version reference to the new version.
- Update the features table to exactly match the current feature set (no removed features, no missing new ones).
- Keep the prerequisites, installation, permissions, troubleshooting, and tech stack sections accurate.
Write the complete updated file.
---
## Step 5 — Update `CHANGELOG.md`
Run `git log --oneline $(git describe --tags --abbrev=0)..HEAD` to get commits since the last tag. If that fails (no prior tags), run `git log --oneline -20` instead.
Read `CHANGELOG.md` in full, then prepend a new entry for the new version following the existing format:
- Use today's date.
- Group changes under Added / Changed / Fixed / Removed headings as appropriate.
- Base the entries on the git log and your knowledge of changes made in this session.
Write the complete updated file.
---
## Step 6 — Security check
Before bumping versions, verify the repo is safe for public release:
1. Check `config/serve.json` — `initialPage` must be the placeholder `https://YOURTENANT.sharepoint.com/sites/YOURSITE/_layouts/workbench.aspx`, not a real tenant URL. If it contains a real URL, replace it with the placeholder.
2. Check `config/package-solution.json` — the `developer.name` field must not contain an internal organisation name. If it does, clear it to `""`.
3. Grep `src/` and `config/` for any hardcoded tenant domains (e.g. `.sharepoint.com`, `.onmicrosoft.com`) or personal email addresses. Report any findings.
Fix any issues found before continuing.
---
## Step 7 — Bump version numbers
Update exactly these two fields:
- `package.json` → `"version"`: set to the new version (e.g. `"1.2.0"`)
- `config/package-solution.json` → `"solution"."version"`: set to four-part form (e.g. `"1.2.0.0"`)
---
## Step 8 — Regenerate UserGuide.docx
Run:
node docs/generate-word.js
Report whether it succeeded or failed. If the script does not exist, note "N/A — no generate-word.js" in the checklist and continue to Step 9.
---
## Step 9 — Full release build
Run:
npm run package
This bundles in production mode and produces `sharepoint/solution/smart-org-chart.sppkg`. This may take a minute or two — wait for it to complete. Report success or any build errors. If errors occur, stop and report them — do not print the checklist until they are resolved.
---
## Step 10 — Release readiness checklist
Replace X.X.X below with the actual version number, and update the ✅/❌ status of each automated item based on what actually happened above. Then print it:
Release checklist for vX.X.X ───────────────────────────────────────────────────────── Automated (completed by this command): ✅ TypeScript compiles cleanly ✅ USER-GUIDE.md updated ✅ README.md updated ✅ CHANGELOG.md updated ✅ Security check passed (no tenant URLs or org names exposed) ✅ Version bumped in package.json and config/package-solution.json ✅ UserGuide.docx regenerated (or ❌ N/A — no generate-word.js) ✅ Release build complete — smart-org-chart.sppkg ready
Still needed (manual steps): [ ] Review all doc changes: git diff [ ] Commit everything: git add -A && git commit -m "vX.X.X Release" [ ] Tag the release: git tag vX.X.X && git push origin vX.X.X [ ] Push to main (triggers CI): git push origin main [ ] Verify GitHub Release: https://github.com/sregan1/SharePoint-Smart-Org-Chart/releases [ ] Upload .sppkg to SharePoint app catalog if distributing directly
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