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feat: Setup automated PyPI publishing with GitHub Actions
Configure repository for PyPI publication with modern best practices: ## Package Structure - Move templates into package directory (mkdocs_header_dropdown/templates/) - Update plugin code to reference templates from package location - Ensure templates are properly included in distribution ## Configuration - Modernize pyproject.toml with SPDX license format - Add PyPI keywords for better discoverability - Add pyyaml dependency - Enhance project URLs (Issues, Documentation) - Support Python 3.7-3.12 - Create MANIFEST.in for proper source distribution ## GitHub Actions Workflows - Add CI workflow: Test on Python 3.8-3.12 across Ubuntu, macOS, Windows - Add CD workflow: Automated PyPI publishing on release - Use PyPI Trusted Publishing (no API tokens needed) - Leverage hynek/build-and-inspect-python-package for quality checks ## Documentation - Add PUBLISHING.md: Complete PyPI publishing guide - Add SETUP_SUMMARY.md: Overview of all changes - Add .github/RELEASE_CHECKLIST.md: Quick release reference - Add .github/workflows/README.md: Workflow documentation Inspired by scikit-hep/mplhep's modern packaging setup. 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>
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‎.github/RELEASE_CHECKLIST.md‎

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# Release Checklist
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Quick reference for publishing a new release to PyPI.
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## Pre-Release
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- [ ] All tests passing on main branch
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- [ ] CHANGELOG.md updated with release notes
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- [ ] Version bumped in:
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- [ ] `pyproject.toml` (line 7)
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- [ ] `setup.py` (line 8)
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- [ ] Changes committed and pushed to main
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## Release Process
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### 1. Create Git Tag
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```bash
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# Replace 0.1.0 with your version
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VERSION="0.1.0"
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git tag v${VERSION}
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git push origin v${VERSION}
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```
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### 2. Create GitHub Release
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**Option A: GitHub CLI**
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```bash
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gh release create v${VERSION} \
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--title "v${VERSION}" \
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--notes-file CHANGELOG.md
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```
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**Option B: GitHub Web UI**
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1. Go to https://github.com/cms-cat/mkdocs-header-dropdown/releases/new
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2. Choose tag: `v0.1.0`
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3. Release title: `v0.1.0`
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4. Copy release notes from CHANGELOG.md
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5. Click "Publish release"
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### 3. Verify Automatic Publishing
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The CD workflow automatically:
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- ✅ Builds source and wheel distributions
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- ✅ Runs quality checks
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- ✅ Publishes to PyPI
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Monitor progress:
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https://github.com/cms-cat/mkdocs-header-dropdown/actions/workflows/cd.yml
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## Post-Release
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- [ ] Verify package appears on PyPI: https://pypi.org/project/mkdocs-header-dropdown/
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- [ ] Test installation: `pip install mkdocs-header-dropdown==${VERSION}`
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- [ ] Verify plugin works in a test project
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- [ ] Update documentation if needed
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- [ ] Announce release (optional)
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## First Release Only
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Before the very first release, configure PyPI Trusted Publishing:
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1. Go to https://pypi.org/manage/account/publishing/
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2. Add pending publisher:
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- **PyPI Project Name**: `mkdocs-header-dropdown`
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- **Owner**: `cms-cat`
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- **Repository**: `mkdocs-header-dropdown`
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- **Workflow**: `cd.yml`
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- **Environment**: `release`
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## Troubleshooting
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### Workflow Failed
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- Check Actions tab for error details
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- Common issues:
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- PyPI trusted publishing not configured
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- Version already exists on PyPI (bump version)
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- Build errors (test with `python -m build` locally)
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### Package Not Appearing on PyPI
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- Verify the release was published (not just created as draft)
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- Check workflow completed successfully
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- Wait a few minutes for PyPI to index
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### Import Errors After Installation
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- Verify templates included: `python -m zipfile -l dist/*.whl`
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- Check MANIFEST.in includes all necessary files
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## Version Numbering
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Follow [Semantic Versioning](https://semver.org/):
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- **MAJOR** (X.0.0): Breaking changes
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- **MINOR** (0.X.0): New features (backward compatible)
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- **PATCH** (0.0.X): Bug fixes
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Examples:
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- `0.1.0` → `0.1.1`: Bug fix
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- `0.1.0` → `0.2.0`: New feature
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- `0.9.0` → `1.0.0`: Stable release or breaking change
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## Quick Commands
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```bash
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# Check current version
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grep '^version = ' pyproject.toml
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# Test build locally
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python -m build
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twine check dist/*
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# Clean build artifacts
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rm -rf dist/ build/ *.egg-info
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# View releases
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gh release list
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# View workflow runs
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gh run list --workflow=cd.yml
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```
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## Resources
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- Full guide: `PUBLISHING.md`
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- Workflow details: `.github/workflows/README.md`
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- PyPI package: https://pypi.org/project/mkdocs-header-dropdown/
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- GitHub releases: https://github.com/cms-cat/mkdocs-header-dropdown/releases

‎.github/workflows/README.md‎

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# GitHub Actions Workflows
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This directory contains automated workflows for continuous integration and deployment.
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## Workflows
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### CI (Continuous Integration) - `ci.yml`
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**Triggers:** Push to `main`, Pull Requests, Manual dispatch
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**Purpose:** Test the package across multiple Python versions and operating systems.
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**Jobs:**
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- **test**: Runs on Python 3.8-3.12 across Ubuntu, macOS, and Windows
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- Installs the package
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- Tests imports
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- Validates plugin registration with MkDocs
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- **lint**: Code quality checks using ruff
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### CD (Continuous Deployment) - `cd.yml`
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**Triggers:** Push to `main`, Pull Requests, Releases, Manual dispatch
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**Purpose:** Build distribution packages and publish to PyPI on releases.
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**Jobs:**
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- **dist**: Builds and inspects the Python package using `hynek/build-and-inspect-python-package`
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- Runs on all triggers (for validation)
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- Creates source distribution (`.tar.gz`) and wheel (`.whl`)
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- Uploads as artifacts
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- **publish**: Publishes to PyPI using trusted publishing
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- **Only runs on release events** (when you publish a GitHub release)
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- Uses PyPI's trusted publishing (no API tokens needed)
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- Requires the `release` environment
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- Downloads build artifacts from the `dist` job
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- Publishes to https://pypi.org/project/mkdocs-header-dropdown/
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### Deploy Docs - `deploy-docs.yml`
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**Purpose:** Deploys documentation site (existing workflow).
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## Setup Required
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### For CD Workflow (PyPI Publishing)
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1. **Configure PyPI Trusted Publishing:**
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- Go to https://pypi.org/manage/account/publishing/
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- Add publisher for this repository
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- See `PUBLISHING.md` for detailed instructions
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2. **Create GitHub Environment (optional but recommended):**
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- Repository Settings → Environments → New environment
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- Name it `release`
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- Add branch protection rules if desired
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## Usage
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### Running Tests
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Tests run automatically on every push and PR. To manually trigger:
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```bash
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# Via GitHub UI: Actions tab → CI → Run workflow
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# Or use GitHub CLI:
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gh workflow run ci.yml
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```
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### Publishing a Release
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1. Update version in `pyproject.toml` and `setup.py`
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2. Commit and push changes
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3. Create a git tag: `git tag v0.1.0 && git push origin v0.1.0`
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4. Create a GitHub release (via UI or `gh release create`)
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5. The CD workflow automatically publishes to PyPI
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See `PUBLISHING.md` for complete instructions.
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## Badges
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Add these badges to your README:
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```markdown
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[![CI](https://github.com/cms-cat/mkdocs-header-dropdown/actions/workflows/ci.yml/badge.svg)](https://github.com/cms-cat/mkdocs-header-dropdown/actions/workflows/ci.yml)
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[![CD](https://github.com/cms-cat/mkdocs-header-dropdown/actions/workflows/cd.yml/badge.svg)](https://github.com/cms-cat/mkdocs-header-dropdown/actions/workflows/cd.yml)
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[![PyPI](https://img.shields.io/pypi/v/mkdocs-header-dropdown)](https://pypi.org/project/mkdocs-header-dropdown/)
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[![Python Versions](https://img.shields.io/pypi/pyversions/mkdocs-header-dropdown)](https://pypi.org/project/mkdocs-header-dropdown/)
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```

‎.github/workflows/cd.yml‎

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name: CD
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on:
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workflow_dispatch:
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pull_request:
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push:
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branches:
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- main
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release:
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types:
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- published
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jobs:
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dist:
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name: Build distribution
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runs-on: ubuntu-latest
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steps:
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- uses: actions/checkout@v4
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with:
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fetch-depth: 0
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- uses: hynek/build-and-inspect-python-package@v2
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publish:
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name: Publish to PyPI
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needs: [dist]
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environment:
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name: release
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url: https://pypi.org/project/mkdocs-header-dropdown/
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permissions:
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id-token: write # Required for trusted publishing
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runs-on: ubuntu-latest
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if: github.event_name == 'release' && github.event.action == 'published'
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steps:
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- uses: actions/download-artifact@v4
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with:
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name: Packages
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path: dist
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- name: Publish to PyPI
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uses: pypa/gh-action-pypi-publish@release/v1

‎.github/workflows/ci.yml‎

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name: CI
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on:
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workflow_dispatch:
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push:
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branches:
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- main
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pull_request:
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jobs:
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test:
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name: "🐍 ${{ matrix.python-version }} • ${{ matrix.os }}"
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runs-on: ${{ matrix.os }}
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strategy:
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fail-fast: false
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matrix:
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os: [ubuntu-latest]
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python-version: ["3.8", "3.9", "3.10", "3.11", "3.12"]
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include:
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- os: macos-latest
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python-version: "3.12"
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- os: windows-latest
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python-version: "3.12"
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steps:
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- uses: actions/checkout@v4
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- name: Set up Python ${{ matrix.python-version }}
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uses: actions/setup-python@v5
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with:
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python-version: ${{ matrix.python-version }}
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cache: 'pip'
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- name: Install package
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run: |
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python -m pip install --upgrade pip
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pip install -e .
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- name: Test import
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run: python -c "import mkdocs_header_dropdown; from mkdocs_header_dropdown.plugin import HeaderDropdownPlugin"
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- name: Install test dependencies
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run: |
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pip install mkdocs>=1.4.0 mkdocs-material pyyaml
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- name: Test plugin registration
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run: |
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python -c "from mkdocs.plugins import get_plugin_logger; print('Plugin system functional')"
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lint:
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name: Lint code
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runs-on: ubuntu-latest
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steps:
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- uses: actions/checkout@v4
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- name: Set up Python
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uses: actions/setup-python@v5
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with:
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python-version: "3.12"
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- name: Install dependencies
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run: |
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python -m pip install --upgrade pip
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pip install ruff
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- name: Lint with ruff
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run: ruff check mkdocs_header_dropdown/
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continue-on-error: true

‎MANIFEST.in‎

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include README.md
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include LICENSE
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include CHANGELOG.md
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include QUICKSTART.md
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include USAGE.md
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include CONTRIBUTING.md
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recursive-include mkdocs_header_dropdown/templates *

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