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Release process

Target audience

This document is aimed toward established contributors the project.

Process

Going further, we assume you have write-access to both the repository and the PyPI project page.

Note

It is useful to publish a beta version of the package before the actual one.

To release a new minor version of dirty_cat (e.g. 0.1.0 -> 0.2.0), here are the main steps and appropriate resources:

  1. Update dirty_cat/CHANGES.rst. It should be updated at each PR, but double-checking before the release is good practice.
  2. Create a branch by running git checkout -b 0.<version>.X (e.g. 0.2.X).
  3. Update dirty_cat/dirty_cat/VERSION.txt with the new version number (e.g. 0.2.0).
  4. Update dirty_cat/setup.cfg (e.g. Python version supported and dependencies).
  5. Commit the changes with a new tag: the version you're going to push, with the commands git commit -m "Bump to version 0.2.0" and git push origin 0.2.0. Push the branch to the dirty_cat repository. The CI will automatically create an associated folder in the documentation repo.
  6. In the documentation repository (e.g. https://github.com/dirty-cat/dirty-cat.github.io), update the stable symlink to the latest stable version: first, unlink stable (i.e. unlink stable); then, create a new symlink (i.e. ln -s 0.2 stable); finally, commit and push the changes into the repository.
  7. Create a new release via GitHub: https://github.com/dirty-cat/dirty_cat/releases/new. Provide the tag using the current version, e.g. 0.2.0 and make sure to select the target branch created earlier (e.g. 0.2.X).
  8. Next, you will need to install the twine and setuptools packages with pip install --upgrade twine setuptools.
  9. Build the source with python setup.py bdist_wheel sdist
  10. Check if today is a good day for releasing
  11. It is advised to first push the version on the test package index test.pypi.org before the official package index pypi.org. You can do this with the command twine upload dist/* --repository-url https://test.pypi.org/legacy/ This is useful to test if the build done by twine and the push to the package indexer is working.
  12. Install the new release from the test package index on a dedicated environment with the command pip install --index-url https://test.pypi.org/simple/ --extra-index-url https://test.pypi.org/simple/ dirty_cat. If there are other package install errors, it probably means those packages are not on test.pypi.org. Download them from pypi.org directly with just pip install.
  13. Finally, if that works fine, you can push to the official package index with twine upload dist/*
  14. It is also good practice at this point to create a new environment and try installing and using the library (for example by launching examples). Be sure to install it with the command pip install dirty_cat==<version> (e.g. pip install dirty_cat==0.2.0), otherwise some package/env managers such as conda might use a cached version.
  15. Set package version to <next_version>.dev0, commit and push.

For the bug fix release (e.g. 0.2.0 -> 0.2.1), the process is similar. You don't need to create the branch 0.2.X because it exists already. You need to cherry-pick the commits from main into this branch and then follow the same steps as above: bumping the version, update the setup, commit and push the changes and finally create and update the wheel.

Resources