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RELEASING.md

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Notes on Releasing mpld3

Cutting a release of mpld3 is a bit more complicated than for a normal package, because there are both Python and Javascript components, and the versioned javascript components must be simultaneously synced on the web.

The following is the outline of how to cut a new mpld3 release. For concreteness, we'll assume we're releasing version 0.3 (change this accordingly)

  1. Make sure both the mpld3 repository and the mpld3.github.io repository are up-to-date.

  2. Change the release number: in mpld3/__about__.py, change the version to 0.3

  3. Remove old javascript sources

    $ git rm mpld3/js/mpld3.*.js
    
  4. Make the new javascript sources:

    $ make javascript
    

    Confirm that src/version.js contains the correct version, and that mpld3/js/mpld3.v0.3.js and mpld3/js/mpld3.v0.3.min.js exist.

  5. Double-check that unit tests pass: run Python tests using

    $ nosetests mpld3
    

    and then run javascript tests using

    $ make test
    
  6. Examine visual tests, including checking for interactivity.

    $ python visualize_tests.py --local
    

    click, drag, and hover on every plot to make sure that things work as expected. If possible, do this in a few browsers: chrome, firefox, safari...

  7. Copy the javascript to the separate website repository

    $ cp mpld3/js/mpld3.*.js ../mpld3.github.io/js
    $ cd ../mpld3.github.io/
    $ git commit -m "update javascript version to 0.3"
    $ git push origin master
    
  8. Run all the visual tests again, using the built version over http (i.e. don't use the --local flag)

    $ cd ../mpld3/
    $ python visualize_tests.py
    

    This is how most users will be accessing the JS libraries with the new release.

  9. Once all this works, add all the new files to master:

    $ git add mpld3/__about__.py src/version.js mpld3/js/*.js
    $ git status
    

    Next make sure everything looks OK, and then run the following to commit the new version, tag the release, and then push it to master.

    $ git commit -m "update version to 0.3"
    $ git tag -a v0.3 -m "version 0.3 release"
    $ git push origin master
    $ git push origin v0.3
    
  10. If all looks good, push the results to PYPI (you'll need to be listed as a package maintainer to do this)

    $ python setup.py sdist upload
    
  11. Make sure everything works: create a new environment and run the visual tests again on the pip-installed version.

    $ conda create -n mpld3-test numpy=1.8 matplotlib=1.3 jinja2=2.7.2 pandas=0.13.1 nose pip
    $ source activate mpld3-test
    $ pip install mpld3
    

    Double-check that the appropriate version of mpld3 is installed. Now run

    $ python visualize_tests.py
    

    and make sure everything looks as expected.

  12. Update the website documentation:

    $ cd doc
    $ make clean
    $ make html
    $ cp -r _build/html/* ../../mpld3.github.io/
    $ cd ../../mpld3.github.io/
    $ git add .
    $ git commit -m "Update website for version 0.3"
    $ git push origin master
    
  13. Now we need to switch the development version.

    • Open mpld3/__about__.py and change the version to 0.4.dev1.
    • Type git rm mpld3/js/mpld3.*.js to remove old javascript
    • Type make javascript to make the new javascript
    • examine src/version.js and mpld3/js/ to make sure the new versions are correct
    • commit all to master with message "update version to 0.4.dev1"
    • push changes to master

You're finished!