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1 .. _release_process:
1 .. _release_process:
2
2
3 =======================
3 =======================
4 IPython release process
4 IPython release process
5 =======================
5 =======================
6
6
7 This document contains the process that is used to create an IPython release.
7 This document contains the process that is used to create an IPython release.
8
8
9 Conveniently, the `release` script in the `tools` directory of the `IPython`
9 Conveniently, the ``release`` script in the ``tools`` directory of the ``IPython``
10 repository automates most of the release process. This document serves as a
10 repository automates most of the release process. This document serves as a
11 handy reminder and checklist for the release manager.
11 handy reminder and checklist for the release manager.
12
12
13 1. Set Environment variables
13 1. Set Environment variables
14 ----------------------------
14 ----------------------------
15
15
16 Set environment variables to document previous release tag, current
16 Set environment variables to document previous release tag, current
17 release milestone, current release version, and git tag.
17 release milestone, current release version, and git tag.
18
18
19 These variables may be used later to copy/paste as answers to the script
19 These variables may be used later to copy/paste as answers to the script
20 questions instead of typing the appropriate command when the time comes. These
20 questions instead of typing the appropriate command when the time comes. These
21 variables are not used by the scripts directly; therefore, there is no need to
21 variables are not used by the scripts directly; therefore, there is no need to
22 `export` the variables. Use the following in bash:
22 ``export`` the variables. Use the following in bash:
23
23
24 PREV_RELEASE=4.2.1
24 PREV_RELEASE=4.2.1
25 MILESTONE=5.0
25 MILESTONE=5.0
26 VERSION=5.0.0
26 VERSION=5.0.0
27 BRANCH=master
27 BRANCH=master
28
28
29
29
30 2. Create GitHub stats and finish release note
30 2. Create GitHub stats and finish release note
31 ----------------------------------------------
31 ----------------------------------------------
32
32
33 .. note::
33 .. note::
34
34
35 This step is optional if making a Beta or RC release.
35 This step is optional if making a Beta or RC release.
36
36
37 .. note::
37 .. note::
38
38
39 Before generating the GitHub stats, verify that all closed issues and pull
39 Before generating the GitHub stats, verify that all closed issues and pull
40 requests have `appropriate milestones
40 requests have `appropriate milestones
41 <https://github.com/ipython/ipython/wiki/Dev%3A-GitHub-workflow#milestones>`_.
41 <https://github.com/ipython/ipython/wiki/Dev%3A-GitHub-workflow#milestones>`_.
42 `This search
42 `This search
43 <https://github.com/ipython/ipython/issues?q=is%3Aclosed+no%3Amilestone+is%3Aissue>`_
43 <https://github.com/ipython/ipython/issues?q=is%3Aclosed+no%3Amilestone+is%3Aissue>`_
44 should return no results before creating the GitHub stats.
44 should return no results before creating the GitHub stats.
45
45
46 If a major release:
46 If a major release:
47
47
48 - merge any pull request notes into what's new::
48 - merge any pull request notes into what's new::
49
49
50 python tools/update_whatsnew.py
50 python tools/update_whatsnew.py
51
51
52 - update ``docs/source/whatsnew/development.rst``, to ensure it covers
52 - update ``docs/source/whatsnew/development.rst``, to ensure it covers
53 the major release features
53 the major release features
54
54
55 - move the contents of ``development.rst`` to ``versionX.rst`` where `X` is
55 - move the contents of ``development.rst`` to ``versionX.rst`` where ``X`` is
56 the numerical release version
56 the numerical release version
57
57
58 - generate summary of GitHub contributions, which can be done with::
58 - generate summary of GitHub contributions, which can be done with::
59
59
60 python tools/github_stats.py --milestone $MILESTONE > stats.rst
60 python tools/github_stats.py --milestone $MILESTONE > stats.rst
61
61
62 which may need some manual cleanup of ``stats.rst``. Add the cleaned
62 which may need some manual cleanup of ``stats.rst``. Add the cleaned
63 ``stats.rst`` results to ``docs/source/whatsnew/github-stats-X.rst``
63 ``stats.rst`` results to ``docs/source/whatsnew/github-stats-X.rst``
64 where `X` is the numerical release version. If creating a major release,
64 where ``X`` is the numerical release version. If creating a major release,
65 make a new ``github-stats-X.rst`` file; if creating a minor release, the
65 make a new ``github-stats-X.rst`` file; if creating a minor release, the
66 content from ``stats.rst`` may simply be added to the top of an existing
66 content from ``stats.rst`` may simply be added to the top of an existing
67 ``github-stats-X.rst`` file.
67 ``github-stats-X.rst`` file.
68
68
69 To find duplicates and update `.mailmap`, use::
69 To find duplicates and update `.mailmap`, use::
70
70
71 git log --format="%aN <%aE>" $PREV_RELEASE... | sort -u -f
71 git log --format="%aN <%aE>" $PREV_RELEASE... | sort -u -f
72
72
73 3. Make sure the repository is clean
73 3. Make sure the repository is clean
74 ------------------------------------
74 ------------------------------------
75
75
76 of any file that could be problematic.
76 of any file that could be problematic.
77 Remove all non-tracked files with:
77 Remove all non-tracked files with:
78
78
79 .. code::
79 .. code::
80
80
81 git clean -xfdi
81 git clean -xfdi
82
82
83 This will ask for confirmation before removing all untracked files. Make
83 This will ask for confirmation before removing all untracked files. Make
84 sure the ``dist/`` folder is clean to avoid any stale builds from
84 sure the ``dist/`` folder is clean to avoid any stale builds from
85 previous build attempts.
85 previous build attempts.
86
86
87
87
88 4. Update the release version number
88 4. Update the release version number
89 ------------------------------------
89 ------------------------------------
90
90
91 Edit ``IPython/core/release.py`` to have the current version.
91 Edit ``IPython/core/release.py`` to have the current version.
92
92
93 in particular, update version number and ``_version_extra`` content in
93 in particular, update version number and ``_version_extra`` content in
94 ``IPython/core/release.py``.
94 ``IPython/core/release.py``.
95
95
96 Step 5 will validate your changes automatically, but you might still want to
96 Step 5 will validate your changes automatically, but you might still want to
97 make sure the version number matches pep440.
97 make sure the version number matches pep440.
98
98
99 In particular, ``rc`` and ``beta`` are not separated by ``.`` or the ``sdist``
99 In particular, ``rc`` and ``beta`` are not separated by ``.`` or the ``sdist``
100 and ``bdist`` will appear as different releases. For example, a valid version
100 and ``bdist`` will appear as different releases. For example, a valid version
101 number for a release candidate (rc) release is: ``1.3rc1``. Notice that there
101 number for a release candidate (rc) release is: ``1.3rc1``. Notice that there
102 is no separator between the '3' and the 'r'. Check the environment variable
102 is no separator between the '3' and the 'r'. Check the environment variable
103 ``$VERSION`` as well.
103 ``$VERSION`` as well.
104
104
105 You will likely just have to modify/comment/uncomment one of the lines setting
105 You will likely just have to modify/comment/uncomment one of the lines setting
106 ``_version_extra``
106 ``_version_extra``
107
107
108
108
109 Comment remove the ``development`` entry in ``whatsnew/index.rst``. TODO, figure
109 Comment remove the ``development`` entry in ``whatsnew/index.rst``. TODO, figure
110 out how to make that automatic.
110 out how to make that automatic.
111
111
112 5. Run the `tools/build_release` script
112 5. Run the `tools/build_release` script
113 ---------------------------------------
113 ---------------------------------------
114
114
115 Running ``tools/build_release`` does all the file checking and building that
115 Running ``tools/build_release`` does all the file checking and building that
116 the real release script will do. This makes test installations, checks that
116 the real release script will do. This makes test installations, checks that
117 the build procedure runs OK, and tests other steps in the release process.
117 the build procedure runs OK, and tests other steps in the release process.
118
118
119 The ``build_release`` script will in particular verify that the version number
119 The ``build_release`` script will in particular verify that the version number
120 match PEP 440, in order to avoid surprise at the time of build upload.
120 match PEP 440, in order to avoid surprise at the time of build upload.
121
121
122 We encourage creating a test build of the docs as well.
122 We encourage creating a test build of the docs as well.
123
123
124 6. Create and push the new tag
124 6. Create and push the new tag
125 ------------------------------
125 ------------------------------
126
126
127 Commit the changes to release.py::
127 Commit the changes to release.py::
128
128
129 git commit -am "release $VERSION"
129 git commit -am "release $VERSION"
130 git push origin $BRANCH
130 git push origin $BRANCH
131
131
132 Create and push the tag::
132 Create and push the tag::
133
133
134 git tag -am "release $VERSION" "$VERSION"
134 git tag -am "release $VERSION" "$VERSION"
135 git push origin --tags
135 git push origin --tags
136
136
137 Update release.py back to ``x.y-dev`` or ``x.y-maint``, and re-add the
137 Update release.py back to ``x.y-dev`` or ``x.y-maint``, and re-add the
138 ``development`` entry in ``docs/source/whatsnew/index.rst`` and push::
138 ``development`` entry in ``docs/source/whatsnew/index.rst`` and push::
139
139
140 git commit -am "back to development"
140 git commit -am "back to development"
141 git push origin $BRANCH
141 git push origin $BRANCH
142
142
143 7. Get a fresh clone
143 7. Get a fresh clone
144 --------------------
144 --------------------
145
145
146 Get a fresh clone of the tag for building the release::
146 Get a fresh clone of the tag for building the release::
147
147
148 cd /tmp
148 cd /tmp
149 git clone --depth 1 https://github.com/ipython/ipython.git -b "$VERSION"
149 git clone --depth 1 https://github.com/ipython/ipython.git -b "$VERSION"
150 cd ipython
150 cd ipython
151
151
152 .. note::
152 .. note::
153
153
154 You can aslo cleanup the current working repository with ``git clean -xfdi``
154 You can aslo cleanup the current working repository with ``git clean -xfdi``
155
155
156 8. Run the release script
156 8. Run the release script
157 -------------------------
157 -------------------------
158
158
159 Run the ``release`` script, this step requires having a current wheel, Python
159 Run the ``release`` script, this step requires having a current wheel, Python
160 >=3.4 and Python 2.7.::
160 >=3.4 and Python 2.7.::
161
161
162 ./tools/release
162 ./tools/release
163
163
164 This makes the tarballs, zipfiles, and wheels, and put them under the ``dist/``
164 This makes the tarballs, zipfiles, and wheels, and put them under the ``dist/``
165 folder. Be sure to test the ``wheel`` and the ``sdist`` locally before uploading
165 folder. Be sure to test the ``wheel`` and the ``sdist`` locally before uploading
166 them to PyPI.
166 them to PyPI.
167
167
168 Use the following to actually upload the result of the build::
168 Use the following to actually upload the result of the build::
169
169
170 ./tools/release upload
170 ./tools/release upload
171
171
172 It should posts them to ``archive.ipython.org``.
172 It should posts them to ``archive.ipython.org``.
173
173
174 You will need to use `twine <https://github.com/pypa/twine>`_ (``twine upload
174 You will need to use `twine <https://github.com/pypa/twine>`_ (``twine upload
175 dist/*``) manually to actually upload on PyPI. Unlike setuptools, twine is able
175 dist/*``) manually to actually upload on PyPI. Unlike setuptools, twine is able
176 to upload packages over SSL.
176 to upload packages over SSL.
177
177
178
178
179 PyPI/Warehouse will automatically hide previous releases. If you are uploading
179 PyPI/Warehouse will automatically hide previous releases. If you are uploading
180 a non-stable version, make sure to log-in to PyPI and un-hide previous version.
180 a non-stable version, make sure to log-in to PyPI and un-hide previous version.
181
181
182
182
183 9. Draft a short release announcement
183 9. Draft a short release announcement
184 -------------------------------------
184 -------------------------------------
185
185
186 The announcement should include:
186 The announcement should include:
187
187
188 - release highlights
188 - release highlights
189 - a link to the html version of the *What's new* section of the documentation
189 - a link to the html version of the *What's new* section of the documentation
190 - a link to upgrade or installation tips (if necessary)
190 - a link to upgrade or installation tips (if necessary)
191
191
192 Post the announcement to the mailing list and or blog, and link from Twitter.
192 Post the announcement to the mailing list and or blog, and link from Twitter.
193
193
194 .. note::
194 .. note::
195
195
196 If you are doing a RC or Beta, you can likely skip the next steps.
196 If you are doing a RC or Beta, you can likely skip the next steps.
197
197
198 10. Update milestones on GitHub
198 10. Update milestones on GitHub
199 -------------------------------
199 -------------------------------
200
200
201 These steps will bring milestones up to date:
201 These steps will bring milestones up to date:
202
202
203 - close the just released milestone
203 - close the just released milestone
204 - open a new milestone for the next release (x, y+1), if the milestone doesn't
204 - open a new milestone for the next release (x, y+1), if the milestone doesn't
205 exist already
205 exist already
206
206
207 11. Update the IPython website
207 11. Update the IPython website
208 ------------------------------
208 ------------------------------
209
209
210 The IPython website should document the new release:
210 The IPython website should document the new release:
211
211
212 - add release announcement (news, announcements)
212 - add release announcement (news, announcements)
213 - update current version and download links
213 - update current version and download links
214 - update links on the documentation page (especially if a major release)
214 - update links on the documentation page (especially if a major release)
215
215
216 12. Celebrate!
216 12. Celebrate!
217 --------------
217 --------------
218
218
219 Celebrate the release and please thank the contributors for their work. Great
219 Celebrate the release and please thank the contributors for their work. Great
220 job!
220 job!
221
221
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