release.rst

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:
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

- 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``.
          - Check to make sure
            `needs-changelog <https://github.com/pybind/pybind11/pulls?q=is%3Apr+is%3Aclosed+label%3A%22needs+changelog%22>`_
            issues are entered in the changelog (clear the label when done).
    - ``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 master``
    - ``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: click "Create 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 optionally copy-and-paste the changelog into
      the description (processed as markdown by Pandoc). Check "pre-release" if
      this is a beta/RC. You can get partway there with
      ``cat docs/changelog.rst | pandoc -f rst -t gfm``.
    - 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 ``_version.py`` to match
    - Run ``nox -s tests_packaging``` to ensure this was done correctly.
    - Add a spot for in-development updates 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::

    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

    python3 -m pip install build
    python3 -m build
    PYBIND11_SDIST_GLOBAL=1 python3 -m build
    twine upload dist/*

This makes SDists and wheels, and the final line uploads them.