pybind11/docs/release.rst
Ralf W. Grosse-Kunstleve e85696e80e
Post release version bump (#4747)
* Boilerplate version number update after v2.11.0 release.

* Small updates to release.rst
2023-07-14 14:53:58 -07:00

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On version numbers
^^^^^^^^^^^^^^^^^^
The two version numbers (C++ and Python) must match when combined (checked when
you build the PyPI package), and must be a valid `PEP 440
<https://www.python.org/dev/peps/pep-0440>`_ version when combined.
For example:
.. code-block:: C++
#define PYBIND11_VERSION_MAJOR X
#define PYBIND11_VERSION_MINOR Y
#define PYBIND11_VERSION_PATCH Z.dev1
For beta, ``PYBIND11_VERSION_PATCH`` should be ``Z.b1``. RC's can be ``Z.rc1``.
Always include the dot (even though PEP 440 allows it to be dropped). For a
final release, this must be a simple integer. There is also a HEX version of
the version just below.
To release a new version of pybind11:
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
If you don't have nox, you should either use ``pipx run nox`` instead, or use
``pipx install nox`` or ``brew install nox`` (Unix).
- Update the version number
- Update ``PYBIND11_VERSION_MAJOR`` etc. in
``include/pybind11/detail/common.h``. PATCH should be a simple integer.
- Update the version HEX just below, as well.
- Update ``pybind11/_version.py`` (match above)
- Run ``nox -s tests_packaging`` to ensure this was done correctly.
- Ensure that all the information in ``setup.cfg`` is up-to-date, like
supported Python versions.
- Add release date in ``docs/changelog.rst`` and integrate the output of
``nox -s make_changelog``.
- Note that the ``make_changelog`` command inspects
`needs changelog <https://github.com/pybind/pybind11/pulls?q=is%3Apr+is%3Aclosed+label%3A%22needs+changelog%22>`_.
- Manually clear the ``needs changelog`` labels using the GitHub web
interface (very easy: start by clicking the link above).
- ``git add`` and ``git commit``, ``git push``. **Ensure CI passes**. (If it
fails due to a known flake issue, either ignore or restart CI.)
- Add a release branch if this is a new MINOR version, or update the existing release branch if it is a patch version
- New branch: ``git checkout -b vX.Y``, ``git push -u origin vX.Y``
- Update branch: ``git checkout vX.Y``, ``git merge <release branch>``, ``git push``
- Update tags (optional; if you skip this, the GitHub release makes a
non-annotated tag for you)
- ``git tag -a vX.Y.Z -m 'vX.Y.Z release'``.
- ``git push --tags``.
- Update stable
- ``git checkout stable``
- ``git merge -X theirs vX.Y.Z``
- ``git diff vX.Y.Z``
- Carefully review and reconcile any diffs. There should be none.
- ``git push``
- Make a GitHub release (this shows up in the UI, sends new release
notifications to users watching releases, and also uploads PyPI packages).
(Note: if you do not use an existing tag, this creates a new lightweight tag
for you, so you could skip the above step.)
- GUI method: Under `releases <https://github.com/pybind/pybind11/releases>`_
click "Draft a new release" on the far right, fill in the tag name
(if you didn't tag above, it will be made here), fill in a release name
like "Version X.Y.Z", and copy-and-paste the markdown-formatted (!) changelog
into the description (usually ``cat docs/changelog.rst | pandoc -f rst -t gfm``).
Check "pre-release" if this is a beta/RC.
- CLI method: with ``gh`` installed, run ``gh release create vX.Y.Z -t "Version X.Y.Z"``
If this is a pre-release, add ``-p``.
- Get back to work
- Make sure you are on master, not somewhere else: ``git checkout master``
- Update version macros in ``include/pybind11/detail/common.h`` (set PATCH to
``0.dev1`` and increment MINOR).
- Update ``pybind11/_version.py`` to match
- Run ``nox -s tests_packaging`` to ensure this was done correctly.
- If the release was a new MINOR version, add a new `IN DEVELOPMENT`
section in ``docs/changelog.rst``.
- ``git add``, ``git commit``, ``git push``
If a version branch is updated, remember to set PATCH to ``1.dev1``.
If you'd like to bump homebrew, run:
.. code-block:: console
brew bump-formula-pr --url https://github.com/pybind/pybind11/archive/vX.Y.Z.tar.gz
Conda-forge should automatically make a PR in a few hours, and automatically
merge it if there are no issues.
Manual packaging
^^^^^^^^^^^^^^^^
If you need to manually upload releases, you can download the releases from the job artifacts and upload them with twine. You can also make the files locally (not recommended in general, as your local directory is more likely to be "dirty" and SDists love picking up random unrelated/hidden files); this is the procedure:
.. code-block:: bash
nox -s build
twine upload dist/*
This makes SDists and wheels, and the final line uploads them.