xref: /libCEED/RELEASING.md (revision fe39081bde35575d343c5f0379375a7ca839aa36)
1# Release Procedures
2
3*These notes are meant for a maintainer to create official releases.*
4
5In preparing a release, create a branch to hold pre-release commits. We ideally want all release mechanics (for all languages) to be in one commit, which will then be tagged. (This will change if/when we stop synchronizing releases across all language bindings.)
6
7## Core C library
8
9Some minor bookkeeping updates are needed when releasing a new version of the core library.
10
11The version number must be updated in
12
13* `include/ceed/ceed.h`
14* `ceed.pc.template`
15* `Doxyfile`
16
17as well as `include/ceed/ceed.h` (`CEED_VERSION_MAJOR`, `CEED_VERSION_MINOR`).
18
19Additionally, the release notes in `doc/sphinx/source/releasenotes.rst` should be updated. Use `git log --first-parent v0.7..` to get a sense of the pull requests that have been merged and thus might warrant emphasizing in the release notes. While doing this, gather a couple sentences for key features to highlight on [GitHub releases](https://github.com/CEED/libCEED/releases). The "Current Main" heading needs to be named for the release.
20
21Use `make doc-latexpdf` to build a PDF users manual and inspect it for missing references or formatting problems (e.g., with images that were converted to PDF). This contains the same content as the website, but will be archived on Zenodo.
22
23### Quality control and good citizenry
24
251. If making a minor release, check for API and ABI changes that could break [semantic versioning](https://semver.org/). The [ABI compliance checker](https://github.com/lvc/abi-compliance-checker) is a useful tool, as is `nm -D libceed.so` and checking for public symbols (capital letters like `T` and `D` that are not namespaced).
26
272. Double check testing on any architectures that may not be exercised in continuous integration (e.g., HPC facilities) and with users of libCEED, such as MFEM and PETSc applications. While unsupported changes do not prevent release, it's polite to make a PR to support the new release, and it's good for quality to test before taggin a libCEED release.
28
293. Update and test all the language bindings (see below) within the branch.
30
314. Check that `spack install libceed@develop` works prior to tagging. The Spack `libceed/package.py` file should be updated immediately after tagging a release.
32
33### Tagging and releasing on GitHub
34
350. Confirm all the steps above, including all language bindings.
361. `git commit -am'libCEED 0.8.1'`
37More frequently, this is amending the commit message on an in-progress commit, after rebasing if applicable on latest `main`.
382. `git push` updates the PR holding release; opportunity for others to review
393. `git switch main && git merge --ff-only HEAD@{1}` fast-forward merge into `main`
404. `git tag --sign -m'libCEED 0.8.1'`
415. `git push origin main v0.8.1`
426. Draft a [new release on GitHub](https://github.com/CEED/libCEED/releases), using a few sentences gathered from the release notes.
437. Submit a PR to Spack.
448. Publish Julia, Python, and Rust packages.
45
46### Archive Users Manual on Zenodo
47
48Generate the PDF using `make doc-latexpdf`, click "New version" on the [Zenodo
49record](https://zenodo.org/record/4302737) and upload. Update author info if applicable (new
50authors, or existing authors changing institutions). Make a new PR to update the version
51number and DOI in `README.rst` and `doc/bib/references.bib`.
52
53## Julia
54
55libCEED's Julia interface (LibCEED.jl) has two components:
56
57* LibCEED.jl, the user-facing package that contains the Julia interface.
58* libCEED_jll, a binary wrapper package ("jll package") that contains prebuilt binaries of the
59  libCEED library for various architectures.
60
61When there is a new release of libCEED, both of these components need to be updated. First,
62libCEED_jll is updated, and then LibCEED.jl.
63
64### Updating libCEED_jll
65
66The binary wrapper package libCEED_jll is updated by making a pull request against
67[Yggdrasil](https://github.com/JuliaPackaging/Yggdrasil), the Julia community build tree. In this
68PR, the file `L/libCEED/build_tarballs.jl` should be changed to update version number and change the
69hash of the libCEED commit to use to build the binaries, similar to the following diff:
70```diff
71diff --git a/L/libCEED/build_tarballs.jl b/L/libCEED/build_tarballs.jl
72--- a/L/libCEED/build_tarballs.jl
73+++ b/L/libCEED/build_tarballs.jl
74@@ -3,11 +3,11 @@
75 using BinaryBuilder, Pkg
76
77 name = "libCEED"
78-version = v"0.7.0"
79+version = v"0.8.0"
80
81 # Collection of sources required to complete build
82 sources = [
83-    GitSource("https://github.com/CEED/libCEED.git", "06988bf74cc6ac18eacafe7930f080803395ba29")
84+    GitSource("https://github.com/CEED/libCEED.git", "e8f234590eddcce2220edb1d6e979af7a3c35f82")
85 ]
86```
87After the PR is merged into Yggdrasil, the new version of libCEED_jll will automatically be
88registered, and then we can proceed to update LibCEED.jl.
89
90### Updating LibCEED.jl
91
92After the binary wrapper package libCEED_jll has been updated, we are ready to update the main Julia
93interface LibCEED.jl. This requires updating the file `julia/LibCEED.jl/Project.toml` in the libCEED
94repository. The version number should be incremented, and the dependency on the updated version of
95libCEED_jll should be listed:
96```diff
97diff --git a/julia/LibCEED.jl/Project.toml b/julia/LibCEED.jl/Project.toml
98--- a/julia/LibCEED.jl/Project.toml
99+++ b/julia/LibCEED.jl/Project.toml
100@@ -1,7 +1,7 @@
101 name = "LibCEED"
102 uuid = "2cd74e05-b976-4426-91fa-5f1011f8952b"
103-version = "0.1.0"
104+version = "0.1.1"
105
106 [deps]
107 CEnum = "fa961155-64e5-5f13-b03f-caf6b980ea82"
108@@ -26,4 +26,4 @@ Cassette = "0.3"
109 Requires = "1"
110 StaticArrays = "0.12"
111 UnsafeArrays = "1"
112-libCEED_jll = "0.7"
113+libCEED_jll = "0.8"
114```
115Once this change is merged into libCEED's `main` branch, the updated package version can be
116registered using the GitHub registrator bot by commenting on the commit:
117
118> @JuliaRegistrator register branch=main subdir=julia/LibCEED.jl
119
120At this point, the bot should create a PR against the [general Julia
121registry](https://github.com/JuliaRegistries/General), which should be merged automatically after a
122short delay.
123
124### Moving development tests to release tests
125
126LibCEED.jl has both _development_ and _release_ unit tests. The _release_ tests are run both with
127the current build of libCEED, and with the most recent release of libCEED_jll. The _development_
128tests may use features which were not available in the most recent release, and so they are only run
129with the current build of libCEED.
130
131Upon release, the development tests may be moved to the release tests, so that these features will
132be tested against the most recent release of libCEED_jll. The release tests are found in the file
133`julia/LibCEED.jl/test/runtests.jl` and the development tests are found in
134`julia/LibCEED.jl/test/rundevtests.jl`.
135
136## Python
137
138The Python package gets its version from `ceed.pc.template` so there are no file modifications necessary.
139
1401. `make wheel` builds and tests the wheels using Docker. See the [manylinux repo](https://github.com/pypa/manylinux) for source and usage inforamtion. If this succeeds, the completed wheels are in `wheelhouse/libceed-0.8-cp39-cp39-manylinux2010_x86_64.whl`.
1412. Manually test one or more of the wheels by creating a virtualenv and using `pip install wheelhouse/libceed-0.8-cp39-cp39-manylinux2010_x86_64.whl`, then `python -c 'import libceed'` or otherwise running tests.
1423. Create a `~/.pypirc` with entries for `testpypi` (`https://test.pypi.org/legacy/`) and the real `pypi`.
1434. Upload to `testpypi` using
144```console
145$ twine upload --repository testpypi wheelhouse/libceed-0.8-cp39-cp39-manylinux2010_x86_64.whl
146```
1475. Test installing on another machine/in a virtualenv:
148```console
149$ pip install --index-url https://test.pypi.org/simple --extra-index-url https://pypi.org/simple libceed
150```
151The `--extra-index-url` argument allows dependencies like `cffi` and `numpy` from being fetched from the non-test repository.
1526. Do it live:
153```console
154$ twine upload --repository pypi wheelhouse/libceed-0.8-cp39-cp39-manylinux2010_x86_64.whl
155```
156Note that this cannot be amended.
157
158## Rust
159
160The Rust crates for libCEED are split into
1611. [`libceed-sys`](https://crates.io/crates/libceed-sys), which handles building/finding the `libceed.so` or `libceed.a` library and providing unsafe Rust bindings (one to one with the C interface, using C FFI datatypes)
1622. [`libceed`](https://crates.io/crates/libceed) containing the safe and idiomatic Rust bindings.
163
164We currently apply the same version number across both of these crates. There are some tests for version strings matching, but in short, one needs to update the following locations.
165
166```console
167$ git grep '0\.8' -- rust/
168rust/libceed-sys/Cargo.toml:version = "0.8.0"
169rust/libceed-sys/README.md:libceed-sys = "0.8.0"
170rust/libceed-sys/build.rs:        .atleast_version("0.8")
171rust/libceed/Cargo.toml:version = "0.8.0"
172rust/libceed/Cargo.toml:libceed-sys = { version = "0.8", path = "../libceed-sys" }
173rust/libceed/README.md:libceed = "0.8.0"
174```
175
176After doing this,
177
1781. `cargo package --list` to see that the file list makes sense.
1792. `cargo package` to build crates locally
1803. `cargo publish` to publish the crates to https://crates.io
181