A guide to making a nipy release

A guide for developers who are doing a nipy release

Release tools

Run:

make check-version-info

This installs the code from a git archive, from the repository, and for in-place use, and runs the get_info() function to confirm that installation is working and information parameters are set correctly. Look for the output at the end, which should look something like:

########
Versions
########

nipy - zip: 0.5.0
nipy - install: 0.5.0
nipy - editable: 0.5.0

where the 0.5.0 should be the version in nipy/info.py.

Release checklist

  • Review the open list of nipy issues. Check whether there are outstanding issues that can be closed, and whether there are any issues that should delay the release. Label them !

  • Review and update the release notes. Review and update the Changelog file. Get a partial list of contributors with something like:

    git log 0.2.0.. | grep '^Author' | cut -d' ' -f 2- | sort | uniq
    

    where 0.2.0 was the last release tag name.

    Then manually go over git shortlog 0.2.0.. to make sure the release notes are as complete as possible and that every contributor was recognized.

  • Use the opportunity to update the .mailmap file if there are any duplicate authors listed from git shortlog -ns.

  • Add any new authors to the AUTHORS file. Add any new entries to the THANKS file.

  • Check the copyright years in doc/conf.py and LICENSE

  • Refresh the README.rst text from the LONG_DESCRIPTION in info.py by running make refresh-readme.

    Check the output of:

    rst2html.py README.rst > ~/tmp/readme.html
    

    because this will be the output used by PyPI

  • Check the dependencies listed in nipy/info.py (e.g. NUMPY_MIN_VERSION) and in requirements.txt and in doc/users/installation.rst. They should at least match. Do they still hold? Make sure .travis.yml is testing these minimum dependencies specifically.

  • Check the examples in python 2 and python 3, by running something like:

    cd ..
    ./nipy/tools/run_log_examples.py nipy/examples --log-path=~/tmp/eg_logs
    

    in a Python 2 and python 3 virtualenv. Review the output in (e.g.) ~/tmp/eg_logs. The output file summary.txt will have the pass file printout that the run_log_examples.py script puts onto stdout while running.

    You might want to do a by-eye comparison between the 2.7 and 3.x files with:

    diff -r nipy-examples-2.7 nipy-examples-3.5 | less
    
  • If you have travis-ci_ building set up on your own fork of Nipy you might want to push the code in its current state to a branch that will build, e.g:

    git branch -D pre-release-test # in case branch already exists
    git co -b pre-release-test
    git push your-github-user pre-release-test
    
  • Make sure all the .c generated files are up to date with Cython sources with:

    ./tools/nicythize
    
  • Check the documentation doctests pass:

    virtualenv venv
    venv/bin/activate
    pip install -r doc-requirements.txt
    pip install -e .
    (cd docs && make clean-doctest)
    
  • Check the doc build:

    virtualenv venv
    venv/bin/activate
    pip install -r doc-requirements.txt
    pip install -e .
    (cd docs && make html)
    
  • Build and test the Nipy wheels. See the wheel builder README for instructions. In summary, clone the wheel-building repo, edit the .travis.yml and appveyor.yml text files (if present) with the branch or commit for the release, commit and then push back up to github. This will trigger a wheel build and test on OSX, Linux and Windows. Check the build has passed on on the Travis-CI interface at https://travis-ci.org/MacPython/nipy-wheels. You’ll need commit privileges to the nipy-wheels repo; ask Matthew Brett or on the mailing list if you do not have them.

Doing the release

  • The release should now be ready.

  • Edit nipy/info.py to set _version_extra to ''; commit. Then:

    make source-release
    
  • For the wheel build / upload, follow the wheel builder README instructions again. Edit the .travis.yml and appveyor.yml files (if present) to give the release tag to build. Check the build has passed on the Travis-CI interface at https://travis-ci.org/MacPython/nipy-wheels. Now follow the instructions in the page above to download the built wheels to a local machine and upload to PyPI.

  • Once everything looks good, you are ready to upload the source release to PyPI. See setuptools intro. Make sure you have a file \$HOME/.pypirc, of form:

    [distutils]
    index-servers =
        pypi
    
    [pypi]
    username:your.pypi.username
    password:your-password
    
  • Sign and upload the source release to PyPI using Twine:

    gpg --detach-sign -a dist/nipy*.tar.gz
    twine upload dist/nipy*.tar.gz*
    
  • Tag the release with tag of form 0.5.0. -s below makes a signed tag:

    git tag -s 'Second main release' 0.5.0
    
  • Now the version number is OK, push the docs to github pages with:

    make upload-html
    
  • Set up maintenance / development branches

    If this is this is a full release you need to set up two branches, one for further substantial development (often called ‘trunk’) and another for maintenance releases.

    • Branch to maintenance:

      git co -b maint/0.5.x
      

      Set _version_extra back to .dev1 and bump _version_micro by 1. Thus the maintenance series will have version numbers like - say - ‘0.5.1.dev1’ until the next maintenance release - say ‘0.5.1’. Commit. Don’t forget to push upstream with something like:

      git push upstream maint/0.2.x --set-upstream
      
    • Start next development series:

      git co main-master
      

      then restore .dev to _version_extra, and bump _version_minor by 1. Thus the development series (‘trunk’) will have a version number here of ‘0.3.0.dev’ and the next full release will be ‘0.3.0’.

    • Merge -s ours the version number changes from the maint release, e.g:

      git merge -s ours maint/0.3.x
      

      This marks the version number changes commit as merged, so we can merge any changes we need from the maintenance branch without merge conflicts.

    If this is just a maintenance release from maint/0.2.x or similar, just tag and set the version number to - say - 0.2.1.dev.

  • Push tags:

    git push --tags
    
  • Announce to the mailing lists.