upgrade-dependencies

name	upgrade-dependencies
description	Periodically upgrade npm dependencies and GitHub Actions to keep project current and secure
group	docent
author	@tnez
version	1.0.0
keywords	["dependencies","maintenance","security","npm"]

Runbook: Upgrade Dependencies

Purpose: Periodically upgrade npm dependencies and GitHub Actions to keep project current and secure Owner: Maintainers Last Updated: 2025-10-20 Frequency: Monthly or when security vulnerabilities discovered

Overview

This runbook provides a manual, controlled process for upgrading project dependencies. Unlike automated tools (Renovate, Dependabot), this approach gives maintainers full control over timing, grouping, and testing of upgrades.

Why manual upgrades:

• Control - Choose when and what to upgrade
• Grouping - Upgrade related dependencies together
• Testing - Thorough validation before committing
• Context - Understand what's changing and why

Expected duration: 1-2 hours depending on number of upgrades

Prerequisites

Required Tools

• npm - Node.js package manager (v11.6.0+)
• git - Version control
• gh CLI - For checking GitHub Actions versions
• Node.js >= 20.0.0 (match engines in package.json)

Required Access

• Write access to repository
• Ability to run tests locally
• npm registry access (for checking versions)

Pre-Flight Checklist

Before starting, ensure:

• You have 1-2 hours available
• Main branch is clean and CI is passing
• No urgent releases pending (upgrades can wait)
• You're on latest main: git checkout main && git pull
• Working directory is clean: git status

Procedure

Step 1: Check for Outdated Dependencies

Purpose: Identify which dependencies have available updates

Commands:

# Check outdated npm packages
npm outdated

# Check specific package current vs latest
npm view <package-name> version
npm view <package-name> versions --json | jq -r '.[-5:]'  # Last 5 versions

# Check for security vulnerabilities
npm audit

# Get detailed audit report
npm audit --json

Understanding npm outdated output:

Package                Current  Wanted  Latest  Location
@types/node            20.11.0  20.19.22  22.0.0  devDependencies
mocha                  10.0.0   10.9.0   11.0.0  devDependencies

• Current: Currently installed version
• Wanted: Latest version matching semver in package.json
• Latest: Absolute latest version (may be breaking)
• Red: Major version behind (breaking changes likely)
• Yellow: Minor/patch updates available

Validation:

• Output shows all dependencies with available updates
• Security audit shows any vulnerabilities

If step fails:

• Ensure npm is up to date: npm install -g npm@latest
• Check network connection to npm registry

---

Step 2: Categorize and Prioritize Updates

Purpose: Group updates by type and urgency for efficient upgrading

Categorization:

# Create upgrade plan (mental or documented)

Categories:

1. Security fixes (URGENT - do first)

   • Identified by npm audit
   • High/critical severity
   • Example: Vulnerability in production dependency

2. Production dependencies (HIGH priority)

   • Found in dependencies section
   • Affects runtime behavior
   • Example: @modelcontextprotocol/sdk, glob, tslib

3. Development dependencies (MEDIUM priority)

   • Found in devDependencies section
   • Affects build/test only
   • Example: typescript, mocha, eslint

4. GitHub Actions (MEDIUM priority)

   • Found in .github/workflows/*.yml
   • Affects CI/CD only
   • Example: actions/checkout, actions/setup-node

5. Major version upgrades (LOW priority - save for last)

   • Breaking changes likely
   • Requires careful testing and potentially code changes
   • Example: eslint v8 → v9, node v20 → v22

Priority Matrix:

Type	Urgency	When to Upgrade
Security fix	URGENT	Immediately
Patch (0.0.X)	HIGH	This session
Minor (0.X.0)	MEDIUM	This session or next
Major (X.0.0)	LOW	Dedicated session with testing

Create Upgrade Plan:

# Example plan (document in scratch file or notepad)
echo "Upgrade Plan:
1. Security: (none found ✓)
2. Production deps:
   - @modelcontextprotocol/sdk: 1.20.0 → 1.20.1 (patch)
   - glob: 10.3.10 → 10.4.5 (minor)
3. Dev deps (patch/minor):
   - @types/node: 20.11.0 → 20.19.22
   - markdownlint-cli2: 0.16.0 → 0.18.0
4. GitHub Actions:
   - actions/checkout: v4 → v5
   - actions/setup-node: v4 → v6
5. Major upgrades (defer):
   - eslint: v8 → v9 (defer - breaking changes)
   - mocha: v10 → v11 (defer - validate first)
   - node: v20 → v22 (defer - test thoroughly)
" > /tmp/upgrade-plan.txt

Validation:

• All outdated packages are categorized
• Security fixes identified and prioritized
• Major upgrades are noted for careful handling

---

Step 3: Upgrade Security Fixes First

Purpose: Address vulnerabilities immediately

Commands:

# If npm audit found vulnerabilities
npm audit fix

# For breaking changes that audit can't auto-fix
npm audit fix --force  # CAUTION: May introduce breaking changes

# Manually upgrade specific vulnerable package
npm install <package>@latest

Validation:

# Verify vulnerabilities are resolved
npm audit

# Should show: "found 0 vulnerabilities"

If vulnerabilities remain:

• Check if vulnerability is in transitive dependency (dependency of dependency)
• Check if patch is available from maintainer
• Consider using npm audit fix --force (test thoroughly)
• Document known vulnerabilities if fix isn't available

Commit security fixes immediately:

git add package.json package-lock.json
git commit -m "fix(deps): resolve security vulnerabilities

- Updated <package> to fix <CVE-XXXX-XXXXX>
- Ran npm audit fix

npm audit: 0 vulnerabilities"

---

Step 4: Upgrade Production Dependencies (Patch/Minor)

Purpose: Keep runtime dependencies current

Commands:

# Upgrade specific package to latest patch within current minor
npm update <package>  # Respects semver range in package.json

# Upgrade to latest minor version
npm install <package>@^X.Y.0  # Replace X.Y with desired version

# Upgrade to exact latest version
npm install <package>@latest

# Example: Upgrade @modelcontextprotocol/sdk
npm install @modelcontextprotocol/sdk@latest

# Example: Upgrade glob to latest minor
npm install glob@^10.0.0

After each upgrade, test:

# Run build
npm run build

# Run tests
npm test

# If tests fail, investigate and fix or rollback:
git checkout package.json package-lock.json

Validation:

• Build completes without errors
• All tests pass
• No new warnings (or warnings are acceptable/documented)

Group related upgrades:

Upgrade related packages together (e.g., all MCP SDK packages, all type definitions):

# Upgrade multiple related packages
npm install \
  @modelcontextprotocol/sdk@latest \
  other-related-package@latest

Commit production dependency upgrades:

git add package.json package-lock.json
git commit -m "chore(deps): upgrade production dependencies

- @modelcontextprotocol/sdk: 1.20.0 → 1.20.1
- glob: 10.3.10 → 10.4.5

Tests passing, no breaking changes."

---

Step 5: Upgrade Development Dependencies (Patch/Minor)

Purpose: Keep build and test tools current

Commands:

# Upgrade development dependency
npm install --save-dev <package>@latest

# Example: Upgrade TypeScript types
npm install --save-dev @types/node@latest @types/chai@latest

# Example: Upgrade testing tools
npm install --save-dev mocha@latest chai@latest

# Example: Upgrade linting tools
npm install --save-dev eslint@latest markdownlint-cli2@latest

After each upgrade, test:

# TypeScript build
npm run build

# Linting
npm run lint
npm run lint:md

# Tests
npm test

# Full CI simulation
npm run build && npm test && npm run lint && npm run lint:md

Validation:

• All checks pass (build, lint, test)
• No new type errors introduced
• Linting rules haven't changed significantly (or changes are acceptable)

Commit dev dependency upgrades:

git add package.json package-lock.json
git commit -m "chore(deps): upgrade development dependencies

- @types/node: 20.11.0 → 20.19.22
- markdownlint-cli2: 0.16.0 → 0.18.0
- typescript: 5.3.0 → 5.7.0

Tests and linting passing."

---

Step 6: Upgrade GitHub Actions

Purpose: Keep CI/CD workflows current

Commands:

# Check current versions
grep -r "uses:" .github/workflows/

# Check latest version for an action
gh api repos/actions/checkout/releases/latest --jq '.tag_name'
gh api repos/actions/setup-node/releases/latest --jq '.tag_name'

# Or visit action's GitHub page
open https://github.com/actions/checkout
open https://github.com/actions/setup-node

Upgrade process:

# Edit workflow files
vim .github/workflows/ci.yml
vim .github/workflows/lint.yml
vim .github/workflows/publish.yml

# Update action versions (example)
# Before: uses: actions/checkout@v4
# After:  uses: actions/checkout@v5

Common actions to update:

• actions/checkout - Usually safe to upgrade
• actions/setup-node - Check Node version compatibility
• actions/upload-artifact / download-artifact - Usually safe
• softprops/action-gh-release - Check changelog for changes

Validation:

# Push to branch and trigger CI
git checkout -b chore/upgrade-github-actions
git add .github/workflows/
git commit -m "chore(ci): upgrade GitHub Actions

- actions/checkout: v4 → v5
- actions/setup-node: v4 → v6
- davidanson/markdownlint-cli2-action: v18 → v20

All workflows should continue working."

git push origin chore/upgrade-github-actions

# Watch CI runs
gh run watch

If CI passes:

# Merge to main
git checkout main
git merge chore/upgrade-github-actions
git push origin main

# Clean up branch
git branch -d chore/upgrade-github-actions
git push origin --delete chore/upgrade-github-actions

If CI fails:

• Review CI logs: gh run view <run-id>
• Check action changelog for breaking changes
• Rollback and investigate
• May need to update workflow syntax or configuration

---

Step 7: Handle Major Version Upgrades

Purpose: Carefully upgrade dependencies with breaking changes

Major upgrades require extra caution:

• Read CHANGELOG or migration guide
• Expect breaking changes
• May require code changes
• Test thoroughly

Process for major upgrades:

# Create dedicated branch
git checkout -b chore/upgrade-<package>-v<major>

# Example: Upgrade eslint v8 → v9
git checkout -b chore/upgrade-eslint-v9

Research before upgrading:

# Check changelog
npm view <package>@latest --json | jq '.homepage'
# Visit homepage and find CHANGELOG or MIGRATION guide

# Example: Read eslint v9 migration guide
open https://eslint.org/docs/latest/use/migrate-to-9.0.0

Upgrade and fix:

# Upgrade the package
npm install --save-dev eslint@latest

# Fix any breaking changes
# - Update config files (.eslintrc.js → eslint.config.js)
# - Update deprecated APIs
# - Fix new lint errors

# Test thoroughly
npm run build
npm run lint
npm test

Validation:

• All tests pass
• All linting passes
• No console warnings
• Application behavior unchanged

Create PR for major upgrades:

# Commit changes
git add .
git commit -m "chore(deps): upgrade eslint to v9

BREAKING CHANGES:
- Migrated from .eslintrc.js to eslint.config.js
- Updated plugin configuration format
- Fixed new lint errors

See: https://eslint.org/docs/latest/use/migrate-to-9.0.0"

# Push and create PR
git push origin chore/upgrade-eslint-v9
gh pr create --title "chore(deps): Upgrade eslint to v9" \
  --body "Upgrades eslint from v8 to v9 with migration to new config format.

## Changes
- Migrated config to eslint.config.js
- Updated plugin configurations
- Fixed lint errors from new rules

## Testing
- [x] Build passes
- [x] All tests pass
- [x] Linting passes
- [x] No new warnings

## References
- [ESLint v9 Migration Guide](https://eslint.org/docs/latest/use/migrate-to-9.0.0)"

Review and merge:

Use Code Review Runbook for thorough review before merging.

---

Step 8: Update Node.js Version (If Needed)

Purpose: Upgrade to newer LTS Node.js version

When to upgrade Node:

• New LTS version released (even years: 18, 20, 22, 24)
• Current version approaching EOL
• Needed for dependency compatibility

Process:

# Check current version requirement
grep '"node":' package.json

# Check available LTS versions
nvm ls-remote --lts

# Or check Node.js release schedule
open https://nodejs.org/en/about/previous-releases

Upgrade steps:

1. Update package.json engines:

   {
     "engines": {
       "node": ">=22.0.0"
     }
   }
   

2. Update GitHub Actions workflows:

   # .github/workflows/*.yml
   - uses: actions/setup-node@v6
     with:
       node-version: '22'  # Update from '20'
   

3. Update type definitions:

   npm install --save-dev @types/node@^22.0.0
   

4. Test locally with new Node version:

   nvm install 22
   nvm use 22
   node --version  # Should show v22.x.x
   
   npm install
   npm run build
   npm test
   

5. Update documentation:

   • README.md (if Node version mentioned)
   • Contributing guide

Validation:

• CI passes on new Node version
• All tests pass
• Application works correctly

Commit Node upgrade:

git add package.json .github/workflows/ README.md
git commit -m "chore: upgrade to Node.js 22 LTS

- Update engines to require Node >= 22.0.0
- Update GitHub Actions to use Node 22
- Update @types/node to v22
- Update documentation

Tests passing on Node 22."

---

Step 9: Update package-lock.json

Purpose: Ensure lockfile is consistent and optimized

Commands:

# Regenerate package-lock.json from package.json
rm package-lock.json
npm install

# Or update lockfile without upgrading packages
npm install --package-lock-only

# Audit fix and update lockfile
npm audit fix

Validation:

# Verify lockfile is valid
npm ls

# Should show dependency tree without errors

When to regenerate lockfile:

• After multiple incremental upgrades
• When lockfile has conflicts
• To clean up after many changes

---

Step 10: Final Validation

Purpose: Ensure all upgrades work together

Commands:

# Clean build from scratch
rm -rf node_modules lib
npm install
npm run build

# Run full test suite
npm test

# Run all linters
npm run lint
npm run lint:md

# Verify no security vulnerabilities
npm audit

# Check for any unexpected changes
git status
git diff

Final Checklist:

• Build completes successfully
• All tests pass
• No linting errors
• No security vulnerabilities
• No unexpected file changes
• CI is passing (if pushed)
• Application works correctly (manual test if needed)

If everything passes:

# Verify commit history
git log --oneline -10

# Should see logical commits for each upgrade group

---

Step 11: Update CHANGELOG (Optional)

Purpose: Document dependency upgrades for users

When to update CHANGELOG:

• Major version upgrades that affect users
• Security fixes
• Breaking changes in dependencies
• Before releases

For minor/patch updates: CHANGELOG update is optional

Example CHANGELOG entry:

## [Unreleased]

### Changed
- Upgraded production dependencies (@modelcontextprotocol/sdk, glob)
- Upgraded development dependencies (TypeScript, ESLint, testing tools)
- Upgraded GitHub Actions workflows (actions/checkout v4 → v5)
- Upgraded to Node.js 22 LTS (from Node 20)

### Security
- Fixed vulnerability CVE-2024-XXXXX in <package>

---

Validation

After completing all upgrades:

1. Local validation:

   npm run build && npm test && npm run lint
   npm audit
   

   All should pass with 0 errors, 0 vulnerabilities

2. CI validation:

   git push origin main
   gh run watch
   

   All CI workflows should pass

3. Package health:

   npm outdated
   

   Should show fewer outdated packages than before (or none)

4. Version tracking:

   git log --oneline --grep="chore(deps)" -10
   

   Should see organized upgrade commits

Rollback

If upgrades cause issues:

Rollback Specific Package

# Revert to previous version
npm install <package>@<previous-version>

# Example
npm install eslint@^8.57.0

# Test
npm test

Rollback All Changes

# If not yet committed
git checkout package.json package-lock.json
npm install

# If committed but not pushed
git reset --hard HEAD~1  # Or HEAD~N for N commits

# If already pushed
git revert <commit-sha>
git push origin main

Rollback GitHub Actions

# Edit workflow files back to previous versions
git checkout HEAD~1 -- .github/workflows/

git add .github/workflows/
git commit -m "revert(ci): rollback GitHub Actions upgrades"
git push origin main

Troubleshooting

Common Issues

Issue 1: Package Installation Fails

Symptoms:

• npm install <package> fails with error
• Dependency resolution conflicts

Resolution:

# Clear npm cache
npm cache clean --force

# Remove node_modules and lockfile
rm -rf node_modules package-lock.json

# Reinstall
npm install

# If still failing, check compatibility
npm view <package> peerDependencies

---

Issue 2: Tests Fail After Upgrade

Symptoms:

• Tests passed before upgrade
• Tests fail after upgrading test framework or dependencies

Resolution:

# Check what changed
git diff HEAD~1 package.json

# Run specific failing test with verbose output
npm test -- --grep "failing test name" --reporter spec

# Check package changelog for breaking changes
npm view <package> --json | jq '.homepage'

# Common fixes:
# - Update test syntax if framework changed
# - Update mocks if dependency behavior changed
# - Check for new required config

---

Issue 3: TypeScript Errors After Upgrade

Symptoms:

• Build fails with type errors
• Worked before upgrading TypeScript or @types packages

Resolution:

# Check TypeScript version
npx tsc --version

# Check type definition versions
npm ls @types/node @types/mocha @types/chai

# Common fixes:
# - Ensure @types/* versions match package versions
# - Update to stricter types (TypeScript tightens checks)
# - Add type assertions if types are more specific
# - Update tsconfig.json if new options available

---

Issue 4: GitHub Actions Fail After Upgrade

Symptoms:

• CI worked before
• Failing after upgrading action versions

Resolution:

# View failing run
gh run view <run-id>

# Common issues:
# - Action syntax changed (check action's CHANGELOG)
# - Node version mismatch (setup-node configuration)
# - New required inputs

# Check action documentation
open https://github.com/<owner>/<action>

# Rollback workflow
git checkout HEAD~1 -- .github/workflows/
git add .github/workflows/
git commit -m "revert(ci): rollback action upgrades"

---

When to Escalate

Escalate if:

• Security vulnerability can't be resolved
• Major upgrade requires significant code changes (>4 hours)
• Dependency has no upgrade path (abandoned package)
• Multiple failing tests can't be fixed quickly
• Need to evaluate switching to alternative package

Post-Procedure

After completing dependency upgrades:

• Document any issues encountered in this runbook
• Update .nvmrc if Node version changed
• Update README if requirements changed
• Update CHANGELOG if notable changes
• Note any deferred major upgrades for next session
• Schedule next dependency check (add to calendar)

Notes

Important Notes:

• Don't rush - Thorough testing prevents production issues
• Group logically - Upgrade related packages together
• Read changelogs - Understand what's changing
• Test between upgrades - Easier to identify which upgrade broke something
• Keep package-lock.json - Commit it with package.json
• Use semantic versioning - ^1.0.0 allows minor/patch, ~1.0.0 allows patch only

Best Practices:

• Run upgrades monthly or quarterly (don't let them pile up)
• Check for security vulnerabilities weekly: npm audit
• Test on a branch before committing to main (for major upgrades)
• Keep Node.js on LTS versions (even numbers: 20, 22, 24)
• Document breaking changes in commit messages
• Update one category at a time (prod deps, then dev deps, then actions)

Gotchas:

• Peer dependency warnings - Usually safe to ignore if app works
• Lockfile conflicts - Delete and regenerate if conflicted
• Transitive dependencies - Can upgrade independently of direct deps
• GitHub Actions caching - Clear workflow cache if strange behavior
• Major version zero (0.x.x) - Treat minor as major (breaking changes allowed)

Related Procedures:

• Code Review Runbook - For reviewing major upgrade PRs
• CI/CD Health Check - For debugging CI issues
• Release Package - Upgrades should be done before releases

Revision History

Date	Author	Changes
2025-10-20	@tnez	Initial creation to replace Renovate automation

---

This runbook provides controlled, intentional dependency management without the overhead of automated PR services.