Update development setup and CI workflows

.github/workflows/docs.yml

@@ -1,45 +1,99 @@
 name: Docs
+
 on:
   push:
     branches:
       - main
     tags:
       - "*"
   pull_request:
-    paths:
-      - ".github/workflows/docs.yml"
-      - "docs/**"
+    branches:
+      - main
+  merge_group:
   workflow_dispatch:
 
 concurrency:
-  # Concurrency group that uses the workflow name and PR number if available
-  # or commit SHA as a fallback. If a new build is triggered under that
-  # concurrency group while a previous build is running it will be canceled.
-  # Repeated pushes to a PR will cancel all previous builds, while multiple
-  # merges to main will not cancel.
   group: ${{ github.workflow }}-${{ github.event.pull_request.number || github.sha }}
   cancel-in-progress: true
 
 jobs:
+  # detect whether any doc changes are included in this PR
+  changes:
+    runs-on: ubuntu-latest
+    permissions:
+      contents: read
+      pull-requests: read
+    outputs:
+      docs: ${{ steps.filter.outputs.docs }}
+    steps:
+      - name: Checkout Source
+        uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
+        if: github.event_name != 'pull_request'
+
+      - name: Filter Changes
+        uses: dorny/paths-filter@v3
+        id: filter
+        with:
+          filters: |
+            docs:
+              - 'docs/**'
+              - 'conda_self/**'
+              - '*.py'
+              - 'environment-docs.yml'
+              - 'pyproject.toml'
+              - '.github/workflows/docs.yml'
+
   docs:
+    # only run docs build if there are relevant changes
+    needs: changes
+    if: github.event_name == 'workflow_dispatch' || startsWith(github.ref, 'refs/tags/') || needs.changes.outputs.docs == 'true'
     runs-on: ubuntu-latest
+    env:
+      CONDA_PKGS_DIR: ~/conda_pkgs_dir
+    defaults:
+      run:
+        shell: bash -l {0}
     steps:
-      - uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
+      - name: Checkout Source
+        uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
         with:
           fetch-depth: 0
-      - uses: prefix-dev/setup-pixi@fef5c9568ca6c4ff7707bf840ab0692ba3f08293 # v0.9.0
+
+      - name: Hash + Timestamp
+        run: echo "HASH=${{ runner.os }}-${{ runner.arch }}-docs-$(date -u "+%Y%m")" >> $GITHUB_ENV
+
+      - name: Cache Conda
+        uses: actions/cache@v4
         with:
-          environments: docs
+          enableCrossOsArchive: true
+          path: ${{ env.CONDA_PKGS_DIR }}
+          key: cache-docs-${{ env.HASH }}
+
+      - name: Setup Miniconda
+        uses: conda-incubator/setup-miniconda@v3
+        with:
+          environment-file: environment-docs.yml
+          activate-environment: conda-self-docs
+          pkgs-dirs: ${{ env.CONDA_PKGS_DIR }}
+
+      - name: Display conda info
+        run: |
+          conda info
+          conda list
+          python -c "import conda_self; print(f'conda-self version: {conda_self.__version__}')"
+
       - name: Build docs
-        run: pixi run docs
+        run: |
+          cd docs
+          python -m sphinx.cmd.build -M dirhtml . _build
       - name: Upload artifact
         uses: actions/upload-pages-artifact@7b1f4a764d45c48632c6b24a0339c27f5614fb0b # v4.0.0
         with:
           path: 'docs/_build/dirhtml'
 
   pages:
     runs-on: ubuntu-latest
-    if: github.ref == 'refs/heads/main'
+    if: github.ref == 'refs/heads/main' || startsWith(github.ref, 'refs/tags/')
     needs: [docs]
 
     # Sets permissions of the GITHUB_TOKEN to allow deployment to GitHub Pages
@@ -56,3 +110,16 @@ jobs:
       - name: Deploy to GitHub Pages
         id: deployment
         uses: actions/deploy-pages@d6db90164ac5ed86f2b6aed7e0febac5b3c0c03e # v4.0.5
+
+  # required check for docs
+  analyze:
+    needs: [docs, pages]
+    if: '!cancelled()'
+    runs-on: ubuntu-latest
+    steps:
+      - name: Determine Success
+        uses: re-actors/alls-green@05ac9388f0aebcb5727afa17fcccfecd6f8ec5fe # v1.2.2
+        with:
+          # permit jobs to be skipped if there are no relevant changes or deployment conditions aren't met
+          allowed-skips: ${{ toJSON(needs) }}
+          jobs: ${{ toJSON(needs) }}

.github/workflows/tests.yml

@@ -1,66 +1,210 @@
-name: conda-self tests
+name: Tests
 
 on:
   push:
-    branches:
-      - main
+    branches: [ main ]
   pull_request:
-    branches:
-      - main
+    branches: [ main ]
+  merge_group:
+  schedule:
+    # Run tests daily at 8:24 AM UTC to catch regressions
+    - cron: '24 08 * * *'
 
 concurrency:
-  # Concurrency group that uses the workflow name and PR number if available
-  # or commit SHA as a fallback. If a new build is triggered under that
-  # concurrency group while a previous build is running it will be canceled.
-  # Repeated pushes to a PR will cancel all previous builds, while multiple
-  # merges to main will not cancel.
   group: ${{ github.workflow }}-${{ github.event.pull_request.number || github.sha }}
   cancel-in-progress: true
 
 jobs:
-  tests:
-    name: ${{ matrix.os }}, py${{ matrix.python-version }}
+  # detect whether any code changes are included in this PR
+  changes:
+    runs-on: ubuntu-latest
+    permissions:
+      contents: read
+      pull-requests: read
+    outputs:
+      code: ${{ steps.filter.outputs.code }}
+    steps:
+      - name: Checkout Source
+        uses: actions/checkout@v4
+        if: github.event_name != 'pull_request'
+
+      - name: Filter Changes
+        uses: dorny/paths-filter@v3
+        id: filter
+        with:
+          filters: |
+            code:
+              - 'conda_self/**'
+              - 'tests/**'
+              - '*.py'
+              - 'environment-*.yml'
+              - 'recipe/**'
+              - '.github/workflows/tests.yml'
+
+  test:
+    # only run test suite if there are code changes or it's a scheduled run
+    needs: changes
+    if: github.event_name == 'schedule' || needs.changes.outputs.code == 'true'
     runs-on: ${{ matrix.os }}
+    env:
+      CONDA_PKGS_DIR: ${{ matrix.os == 'windows-latest' && 'D:\conda_pkgs_dir' || '~/conda_pkgs_dir' }}
+      CONDA_INSTALL_DIR: ${{ matrix.os == 'windows-latest' && 'D:\conda' || '' }}
     strategy:
       fail-fast: false
       matrix:
-        os: [ubuntu-latest, windows-latest]
-        python-version: ["39", "310", "311", "312"]
-        include:
-          - os: macos-13
-            python-version: "39"
-          - os: macos-14
-            python-version: "312"
+        os: [ubuntu-latest, windows-latest, macos-latest]
+        python-version: ["3.9", "3.10", "3.11", "3.12", "3.13"]
+        conda-version: ["24.11", "25.1", "25.3", "25.5", "25.7"]
+        channel: ["conda-forge", "defaults"]
+        exclude:
+          # Windows: only test lowest and highest Python versions
+          - os: windows-latest
+            python-version: "3.10"
+          - os: windows-latest
+            python-version: "3.11"
+          - os: windows-latest
+            python-version: "3.12"
+          # macOS: reduce matrix for faster CI
+          - os: macos-latest
+            python-version: "3.10"
+          - os: macos-latest
+            python-version: "3.11"
+          - os: macos-latest
+            python-version: "3.12"
+          # Older conda versions may not support Python 3.13
+          - conda-version: "24.11"
+            python-version: "3.13"
+          - conda-version: "25.1"
+            python-version: "3.13"
+          # Older conda versions: only test with conda-forge
+          - conda-version: "24.11"
+            channel: "defaults"
+          - conda-version: "25.1"
+            channel: "defaults"
+
+    defaults:
+      run:
+        shell: bash -el {0}
 
     steps:
-      - uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
-      - uses: prefix-dev/setup-pixi@fef5c9568ca6c4ff7707bf840ab0692ba3f08293 # v0.9.0
+      - name: Checkout code
+        uses: actions/checkout@11bd71901bbe5b1630ceea73d27597364c9af683 # v4.2.2
         with:
-          environments: test-py${{ matrix.python-version }}
-      - name: Ensure package is installed
-        run: pixi reinstall --environment test-py${{ matrix.python-version }} conda-self
-      - name: Setup project
-        run: |
-          echo "channels: [conda-forge]" > .pixi/envs/test-py${{ matrix.python-version }}/.condarc
-          pixi run --environment test-py${{ matrix.python-version }} conda info
+          fetch-depth: 0
+
+      - name: Hash + Timestamp
+        run: echo "HASH=${{ runner.os }}-${{ runner.arch }}-Py${{ matrix.python-version }}-$(date -u "+%Y%m")" >> $GITHUB_ENV
+
+      - name: Cache Conda
+        uses: actions/cache@5a3ec84eff668545956fd18022155c47e93e2684 # v4.2.3
+        with:
+          enableCrossOsArchive: true
+          path: ${{ env.CONDA_PKGS_DIR }}
+          key: cache-${{ env.HASH }}
+
+      - name: Setup Miniconda
+        uses: conda-incubator/setup-miniconda@835234971496cad1653abb28a638a281cf32541f # v3.2.0
+        with:
+          run-post: false  # skip post cleanup
+          # conda not preinstalled in arm64 runners
+          miniconda-version: ${{ runner.arch == 'ARM64' && 'latest' || null }}
+          architecture: ${{ runner.arch }}
+          channels: ${{ matrix.channel }}
+          pkgs-dirs: ${{ env.CONDA_PKGS_DIR }}
+          installation-dir: ${{ env.CONDA_INSTALL_DIR }}
+
+      - name: Install conda-self dependencies
+        run: >
+          conda install
+          --channel ${{ matrix.channel }}
+          --override-channels
+          python=${{ matrix.python-version }}
+          ${{ matrix.conda-version != 'latest' && format('conda={0}', matrix.conda-version) || ''}}
+          pip
+          pytest
+          pytest-mock
+          pytest-cov
+          pre-commit
+
+      - name: Install self
+        run: pip install -e .
+
+      - name: Conda Info
+        # view test env info (not base)
+        run: python -m conda info --verbose
+
+      - name: Conda Config
+        run: conda config --show-sources
+
+      - name: Conda List
+        run: conda list --show-channel-urls
+
+      - name: Test conda-self plugin registration
+        run: python -m conda self --help
+
       - name: Run tests
-        run: pixi run --environment test-py${{ matrix.python-version }} test --basetemp=${{ runner.os == 'Windows' && 'D:\temp' || runner.temp }}
+        # Windows is sensitive to long paths, using `--basetemp=${{ runner.temp }} to
+        # keep the test directories shorter
+        run: >
+          pytest
+          -xvs
+          --cov=conda_self
+          --cov-report=xml
+          --basetemp=${{ runner.temp }}
+          tests/
 
-  build-conda:
-    name: Build conda package (${{ matrix.os }})
-    runs-on: ${{ matrix.os }}
-    strategy:
-      fail-fast: false
-      matrix:
-        os: [ubuntu-latest, windows-latest, macos-13, macos-14]
-    env:
-      PYTHONUNBUFFERED: "1"
+      - name: Upload coverage to Codecov
+        uses: codecov/codecov-action@v4
+        with:
+          file: ./coverage.xml
+          fail_ci_if_error: false
+
+  lint:
+    name: Lint
+    needs: changes
+    if: github.event_name == 'schedule' || needs.changes.outputs.code == 'true'
+    runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
+      - name: Checkout code
+        uses: actions/checkout@11bd71901bbe5b1630ceea73d27597364c9af683 # v4.2.2
+
+      - name: Setup Miniconda
+        uses: conda-incubator/setup-miniconda@835234971496cad1653abb28a638a281cf32541f # v3.2.0
         with:
-          fetch-depth: 0
-      - uses: prefix-dev/setup-pixi@fef5c9568ca6c4ff7707bf840ab0692ba3f08293 # v0.9.0
+          # conda not preinstalled in arm64 runners
+          miniconda-version: ${{ runner.arch == 'ARM64' && 'latest' || null }}
+          architecture: ${{ runner.arch }}
+          python-version: "3.10"
+          conda-version: "25.7"
+          channels: conda-forge
+
+      - name: Install linting dependencies
+        run: >
+          conda install
+            --channel conda-forge
+            --override-channels
+            python=3.10
+            conda=25.7
+            pre-commit
+        shell: bash -l {0}
+
+      - name: Run pip
+        run: pip install -e .
+        shell: bash -l {0}
+
+      - name: Run pre-commit
+        run: pre-commit run --all-files
+        shell: bash -l {0}
+
+  # required check
+  analyze:
+    needs: [test, lint]
+    if: '!cancelled()'
+    runs-on: ubuntu-latest
+    steps:
+      - name: Determine Success
+        uses: re-actors/alls-green@05ac9388f0aebcb5727afa17fcccfecd6f8ec5fe # v1.2.2
         with:
-          environments: build
-      - name: Build recipe
-        run: pixi run --environment build build
+          # permit jobs to be skipped if there are no code changes
+          allowed-skips: ${{ toJSON(needs) }}
+          jobs: ${{ toJSON(needs) }}

.pre-commit-config.yaml

@@ -1,14 +1,6 @@
 # disable autofixing PRs, commenting "pre-commit.ci autofix" on a pull request triggers a autofix
 ci:
   autofix_prs: false
-# generally speaking we ignore all vendored code as well as tests data
-# TODO: Restore index and solver exclude lines before merge
-exclude: |
-  (?x)^(
-    tests/data/ |
-    conda_self/_version.py |
-    pixi.lock
-  )$
 repos:
   # generic verification and formatting
   - repo: https://github.com/pre-commit/pre-commit-hooks