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@@ -11,12 +11,6 b' developers of third party tools and libraries that use IPython should see the' | |||||
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11 | |||
12 | For instructions on how to make a developer install see :ref:`devinstall`. |
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12 | For instructions on how to make a developer install see :ref:`devinstall`. | |
13 |
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13 | |||
14 | .. toctree:: |
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15 | :maxdepth: 1 |
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16 |
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17 | release_process |
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18 |
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19 |
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20 | Backporting Pull requests |
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14 | Backporting Pull requests | |
21 | ------------------------- |
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15 | ------------------------- | |
22 |
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16 | |||
@@ -64,6 +58,245 b' to automatically list and apply the PR on other branches. For example:' | |||||
64 | [...snip...] |
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58 | [...snip...] | |
65 |
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59 | |||
66 |
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60 | |||
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61 | .. _release_process: | |||
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62 | ||||
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63 | ======================= | |||
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64 | IPython release process | |||
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65 | ======================= | |||
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66 | ||||
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67 | This document contains the process that is used to create an IPython release. | |||
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68 | ||||
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69 | Conveniently, the ``release`` script in the ``tools`` directory of the ``IPython`` | |||
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70 | repository automates most of the release process. This document serves as a | |||
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71 | handy reminder and checklist for the release manager. | |||
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72 | ||||
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73 | During the release process, you might need the extra following dependencies: | |||
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74 | ||||
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75 | - ``keyring`` to access your GitHub authentication tokens | |||
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76 | - ``graphviz`` to generate some graphs in the documentation | |||
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77 | ||||
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78 | Make sure you have all the required dependencies to run the tests as well. | |||
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79 | ||||
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80 | ||||
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81 | 1. Set Environment variables | |||
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82 | ---------------------------- | |||
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83 | ||||
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84 | Set environment variables to document previous release tag, current | |||
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85 | release milestone, current release version, and git tag. | |||
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86 | ||||
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87 | These variables may be used later to copy/paste as answers to the script | |||
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88 | questions instead of typing the appropriate command when the time comes. These | |||
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89 | variables are not used by the scripts directly; therefore, there is no need to | |||
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90 | ``export`` them. The format for bash is as follows, but note that these values | |||
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91 | are just an example valid only for the 5.0 release; you'll need to update them | |||
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92 | for the release you are actually making:: | |||
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93 | ||||
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94 | PREV_RELEASE=4.2.1 | |||
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95 | MILESTONE=5.0 | |||
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96 | VERSION=5.0.0 | |||
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97 | BRANCH=master | |||
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98 | ||||
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99 | ||||
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100 | 2. Create GitHub stats and finish release note | |||
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101 | ---------------------------------------------- | |||
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102 | ||||
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103 | .. note:: | |||
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104 | ||||
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105 | This step is optional if making a Beta or RC release. | |||
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106 | ||||
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107 | .. note:: | |||
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108 | ||||
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109 | Before generating the GitHub stats, verify that all closed issues and pull | |||
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110 | requests have `appropriate milestones | |||
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111 | <https://github.com/ipython/ipython/wiki/Dev:-GitHub-workflow#milestones>`_. | |||
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112 | `This search | |||
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113 | <https://github.com/ipython/ipython/issues?q=is%3Aclosed+no%3Amilestone+is%3Aissue>`_ | |||
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114 | should return no results before creating the GitHub stats. | |||
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115 | ||||
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116 | If a major release: | |||
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117 | ||||
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118 | - merge any pull request notes into what's new:: | |||
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119 | ||||
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120 | python tools/update_whatsnew.py | |||
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121 | ||||
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122 | - update ``docs/source/whatsnew/development.rst``, to ensure it covers | |||
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123 | the major release features | |||
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124 | ||||
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125 | - move the contents of ``development.rst`` to ``versionX.rst`` where ``X`` is | |||
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126 | the numerical release version | |||
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127 | ||||
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128 | - generate summary of GitHub contributions, which can be done with:: | |||
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129 | ||||
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130 | python tools/github_stats.py --milestone $MILESTONE > stats.rst | |||
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131 | ||||
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132 | which may need some manual cleanup of ``stats.rst``. Add the cleaned | |||
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133 | ``stats.rst`` results to ``docs/source/whatsnew/github-stats-X.rst`` | |||
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134 | where ``X`` is the numerical release version (don't forget to add it to | |||
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135 | the git repo as well). If creating a major release, make a new | |||
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136 | ``github-stats-X.rst`` file; if creating a minor release, the content | |||
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137 | from ``stats.rst`` may simply be added to the top of an existing | |||
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138 | ``github-stats-X.rst`` file. Finally, edit | |||
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139 | ``docs/source/whatsnew/index.rst`` to list the new ``github-stats-X`` | |||
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140 | file you just created and remove temporarily the first entry called | |||
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141 | ``development`` (you'll need to add it back after release). | |||
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142 | ||||
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143 | Make sure that the stats file has a header or it won't be rendered in | |||
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144 | the final documentation. | |||
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145 | ||||
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146 | To find duplicates and update `.mailmap`, use:: | |||
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147 | ||||
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148 | git log --format="%aN <%aE>" $PREV_RELEASE... | sort -u -f | |||
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149 | ||||
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150 | If a minor release you might need to do some of the above points manually, and | |||
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151 | forward port the changes. | |||
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152 | ||||
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153 | 3. Make sure the repository is clean | |||
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154 | ------------------------------------ | |||
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155 | ||||
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156 | of any file that could be problematic. | |||
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157 | Remove all non-tracked files with: | |||
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158 | ||||
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159 | .. code:: | |||
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160 | ||||
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161 | git clean -xfdi | |||
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162 | ||||
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163 | This will ask for confirmation before removing all untracked files. Make | |||
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164 | sure the ``dist/`` folder is clean to avoid any stale builds from | |||
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165 | previous build attempts. | |||
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166 | ||||
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167 | ||||
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168 | 4. Update the release version number | |||
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169 | ------------------------------------ | |||
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170 | ||||
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171 | Edit ``IPython/core/release.py`` to have the current version. | |||
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172 | ||||
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173 | in particular, update version number and ``_version_extra`` content in | |||
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174 | ``IPython/core/release.py``. | |||
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175 | ||||
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176 | Step 5 will validate your changes automatically, but you might still want to | |||
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177 | make sure the version number matches pep440. | |||
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178 | ||||
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179 | In particular, ``rc`` and ``beta`` are not separated by ``.`` or the ``sdist`` | |||
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180 | and ``bdist`` will appear as different releases. For example, a valid version | |||
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181 | number for a release candidate (rc) release is: ``1.3rc1``. Notice that there | |||
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182 | is no separator between the '3' and the 'r'. Check the environment variable | |||
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183 | ``$VERSION`` as well. | |||
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184 | ||||
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185 | You will likely just have to modify/comment/uncomment one of the lines setting | |||
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186 | ``_version_extra`` | |||
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187 | ||||
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188 | ||||
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189 | 5. Run the `tools/build_release` script | |||
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190 | --------------------------------------- | |||
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191 | ||||
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192 | Running ``tools/build_release`` does all the file checking and building that | |||
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193 | the real release script will do. This makes test installations, checks that | |||
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194 | the build procedure runs OK, and tests other steps in the release process. | |||
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195 | ||||
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196 | The ``build_release`` script will in particular verify that the version number | |||
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197 | match PEP 440, in order to avoid surprise at the time of build upload. | |||
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198 | ||||
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199 | We encourage creating a test build of the docs as well. | |||
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200 | ||||
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201 | 6. Create and push the new tag | |||
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202 | ------------------------------ | |||
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203 | ||||
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204 | Commit the changes to release.py:: | |||
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205 | ||||
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206 | git commit -am "release $VERSION" | |||
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207 | git push origin $BRANCH | |||
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208 | ||||
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209 | Create and push the tag:: | |||
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210 | ||||
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211 | git tag -am "release $VERSION" "$VERSION" | |||
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212 | git push origin --tags | |||
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213 | ||||
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214 | Update release.py back to ``x.y-dev`` or ``x.y-maint``, and re-add the | |||
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215 | ``development`` entry in ``docs/source/whatsnew/index.rst`` and push:: | |||
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216 | ||||
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217 | git commit -am "back to development" | |||
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218 | git push origin $BRANCH | |||
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219 | ||||
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220 | Now checkout the tag we just made:: | |||
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221 | ||||
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222 | git checkout $VERSION | |||
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223 | ||||
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224 | 7. Run the release script | |||
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225 | ------------------------- | |||
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226 | ||||
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227 | Run the ``release`` script, this step requires having a current wheel, Python | |||
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228 | >=3.4 and Python 2.7.:: | |||
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229 | ||||
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230 | ./tools/release | |||
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231 | ||||
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232 | This makes the tarballs and wheels, and puts them under the ``dist/`` | |||
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233 | folder. Be sure to test the ``wheels`` and the ``sdist`` locally before | |||
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234 | uploading them to PyPI. We do not use an universal wheel as each wheel | |||
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235 | installs an ``ipython2`` or ``ipython3`` script, depending on the version of | |||
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236 | Python it is built for. Using an universal wheel would prevent this. | |||
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237 | ||||
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238 | Use the following to actually upload the result of the build:: | |||
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239 | ||||
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240 | ./tools/release upload | |||
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241 | ||||
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242 | It should posts them to ``archive.ipython.org`` and to PyPI. | |||
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243 | ||||
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244 | PyPI/Warehouse will automatically hide previous releases. If you are uploading | |||
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245 | a non-stable version, make sure to log-in to PyPI and un-hide previous version. | |||
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246 | ||||
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247 | ||||
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248 | 8. Draft a short release announcement | |||
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249 | ------------------------------------- | |||
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250 | ||||
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251 | The announcement should include: | |||
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252 | ||||
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253 | - release highlights | |||
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254 | - a link to the html version of the *What's new* section of the documentation | |||
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255 | - a link to upgrade or installation tips (if necessary) | |||
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256 | ||||
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257 | Post the announcement to the mailing list and or blog, and link from Twitter. | |||
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258 | ||||
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259 | .. note:: | |||
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260 | ||||
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261 | If you are doing a RC or Beta, you can likely skip the next steps. | |||
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262 | ||||
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263 | 9. Update milestones on GitHub | |||
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264 | ------------------------------- | |||
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265 | ||||
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266 | These steps will bring milestones up to date: | |||
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267 | ||||
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268 | - close the just released milestone | |||
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269 | - open a new milestone for the next release (x, y+1), if the milestone doesn't | |||
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270 | exist already | |||
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271 | ||||
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272 | 10. Update the IPython website | |||
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273 | ------------------------------ | |||
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274 | ||||
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275 | The IPython website should document the new release: | |||
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276 | ||||
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277 | - add release announcement (news, announcements) | |||
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278 | - update current version and download links | |||
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279 | - update links on the documentation page (especially if a major release) | |||
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280 | ||||
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281 | 11. Update readthedocs | |||
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282 | ---------------------- | |||
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283 | ||||
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284 | Make sure to update readthedocs and set the latest tag as stable, as well as | |||
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285 | checking that previous release is still building under its own tag. | |||
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286 | ||||
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287 | 12. Update the Conda-Forge feedstock | |||
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288 | ------------------------------------ | |||
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289 | ||||
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290 | Follow the instructions on `the repository <https://github.com/conda-forge/ipython-feedstock>`_ | |||
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291 | ||||
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292 | 13. Celebrate! | |||
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293 | -------------- | |||
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294 | ||||
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295 | Celebrate the release and please thank the contributors for their work. Great | |||
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296 | job! | |||
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297 | ||||
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298 | ||||
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299 | ||||
67 | Old Documentation |
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300 | Old Documentation | |
68 | ================= |
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301 | ================= | |
69 |
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302 |
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