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1 | 1 | .. _core_developer_guide: |
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2 | 2 | |
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3 | 3 | ================================= |
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4 | 4 | Guide for IPython core Developers |
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5 | 5 | ================================= |
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6 | 6 | |
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7 | 7 | This guide documents the development of IPython itself. Alternatively, |
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8 | 8 | developers of third party tools and libraries that use IPython should see the |
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9 | 9 | :doc:`../development/index`. |
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10 | 10 | |
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11 | 11 | |
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12 | 12 | For instructions on how to make a developer install see :ref:`devinstall`. |
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13 | 13 | |
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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 | 14 | Backporting Pull requests |
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21 | 15 | ------------------------- |
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22 | 16 | |
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23 | 17 | All pull requests should usually be made against ``master``, if a Pull Request |
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24 | 18 | need to be backported to an earlier release; then it should be tagged with the |
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25 | 19 | correct ``milestone``. |
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26 | 20 | |
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27 | 21 | If you are an admin on the IPython repository just mention the **backport bot** to |
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28 | 22 | do the work for you. The bot is evolving so instructions may be different. At |
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29 | 23 | the time of this writing you can use:: |
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30 | 24 | |
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31 | 25 | @meeseeksdev[bot] backport to <branchname> |
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32 | 26 | |
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33 | 27 | The bot will attempt to backport the current pull-request and issue a PR if |
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34 | 28 | possible. |
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35 | 29 | |
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36 | 30 | .. note:: |
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37 | 31 | |
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38 | 32 | The ``@`` and ``[dev]`` when mentioning the bot should be optional and can |
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39 | 33 | be omitted. |
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40 | 34 | |
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41 | 35 | |
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42 | 36 | Backport with ghpro |
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43 | 37 | ------------------- |
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44 | 38 | |
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45 | 39 | We can also use `ghpro <https://pypi.python.org/pypi/ghpro>` |
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46 | 40 | to automatically list and apply the PR on other branches. For example: |
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47 | 41 | |
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48 | 42 | .. code-block:: bash |
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49 | 43 | |
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50 | 44 | $ backport-pr todo --milestone 5.2 |
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51 | 45 | [...snip..] |
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52 | 46 | The following PRs have been backported |
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53 | 47 | 9848 |
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54 | 48 | 9851 |
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55 | 49 | 9953 |
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56 | 50 | 9955 |
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57 | 51 | The following PRs should be backported: |
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58 | 52 | 9417 |
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59 | 53 | 9863 |
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60 | 54 | 9925 |
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61 | 55 | 9947 |
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62 | 56 | |
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63 | 57 | $ backport-pr apply 5.x 9947 |
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64 | 58 | [...snip...] |
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65 | 59 | |
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66 | 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 | ||
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67 | 300 | Old Documentation |
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68 | 301 | ================= |
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69 | 302 | |
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70 | 303 | Out of date documentation is still available and have been kept for archival purposes. |
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71 | 304 | |
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72 | 305 | .. note:: |
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73 | 306 | |
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74 | 307 | Developers documentation used to be on the IPython wiki, but are now out of |
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75 | 308 | date. The wiki is though still available for historical reasons: `Old IPython |
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76 | 309 | GitHub Wiki. <https://github.com/ipython/ipython/wiki/Dev:-Index>`_ |
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