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Instructions to release a new Spyder version

To release a new version of Spyder you need to follow these steps:

Update translation strings (at least one week before the release)

  • Install gettext-helpers from source.

  • Create a new PR to update our *.pot and *.po files by running

    spyder-gettext scan spyder

  • Check that no warnings are emitted by that command. If they are, then fix them in the same PR.

  • Merge that PR.

  • Close the current translation PR, i.e. the one with the title New Crowdin updates.

  • Delete the translate/<branch-name> branch associated to that PR.

  • Go to the integrations page on Crowdin:

    https://crowdin.com/project/spyder/apps/system/github

  • Press Sync now there to open a new translation PR.

  • Send a message to translators on Crowdin to update their translations:

    https://crowdin.com/messages

    An example of that message can be found in

    #14117

Before starting the release

Merge translations from Crowdin

  • Checkout the translations branch with

    git checkout translate/<branch-name>

  • Squash all commits in that branch to leave only one with the command

    git rebase --interactive HEAD~N

    where N is the number of commits on it.

  • Change the commit message with

    git commit --amend

    to be Update and compile translations [ci skip]

  • Generate the mo files by running

    spyder-gettext compile spyder

  • Remove mo files that are still not part of version control.

  • Add those files to the previous commit with

    git add .
git commit --amend --no-edit

  • Push your changes to the translation PR with

    git push -f upstream translate/<branch-name>

  • Rename the PR title to be PR: Update translations from Crowdin.

  • Merge the PR.

  • Don't forget to remove your local checkout of translate/<branch-name> because that's going to be outdated for next time.

  • Update the master branch with

    git checkout 5.x
git fetch upstream
git merge upstream/5.x
git checkout master
git merge 5.x
Merge from 5.x: PR #xxxxx
git push upstream master

Update core dependencies

  • Release a new version of spyder-kernels, if required.

  • Release a new version of python-lsp-server, if required.

  • Release a new version of qtconsole, if required.

  • Merge PRs on Conda-forge that update the spyder-kernels, python-lsp-server and qtconsole feedstocks (usually an automatic PR will appear that can be either merged as it is or be used as boilerplate):

    Notes:

    • Review carefully the release notes of those packages to see if it's necessary to add new dependencies or update the constraints on the current ones (e.g. jedi >=0.17.2).

  • Create a new branch in your fork with the name update-core-deps

  • Update the version of any packages required before the release in the following files:

    • setup.py (look up for the install_requires variable and also for the Loosen constraints to ensure dev versions still work patch )

    • spyder/dependencies.py

    • requirements/{main,windows,macos,linux}.yml

    • binder/environment.yml

    • spyder/plugins/ipythonconsole/__init__.py (look up for the constants SPYDER_KERNELS_MIN_VERSION and SPYDER_KERNELS_MAX_VERSION)

      Note: Usually, the version of spyder-kernels for validation in the IPython Console only needs to be updated for minor or major releases of that package. For bugfix releases the value should remain the same to not hassle users using custom interpreters into updating spyder-kernels in their environments. However, this depends on the type of bugs resolved and if it's worthy to reinforce the need of an update even for those versions.

  • Commit with

    git add .
git commit -m "Update core dependencies"

  • Update our subrepos with the following commands, but only if new versions are available!

    git subrepo pull external-deps/spyder-kernels
git subrepo pull external-deps/python-lsp-server
git subrepo pull external-deps/qtconsole

  • Merge this PR following the procedure mentioned on MAINTENANCE.md

Check release candidate

  • Update version in __init__.py (set release version, remove '.dev0', add 'rcX'), then

    git add .
git commit -m "Release X.X.XrcX [ci skip]"
git push upstream 5.x

  • Manually activate the following workflows (see Running a workflow):

    • Create Windows Installer *

    • Create macOS App Bundle and DMG *

    • Create conda-based installers for Linux

      Note: For the Windows and macOS installers you need to trigger their workflows through the GitHub REST API or using the GitHub CLI (the GitHub CLI is available at https://cli.github.com/). In case the GitHub CLI is used, you need to run:

      • For the Create Windows Installer workflow:

        gh workflow run installer-win.yml --ref 5.x

      • For the Create macOS App Bundle and DMG workflow:

        gh workflow run installer-macos.yml --ref 5.x

  • Download and test the installation of the resulting artifacts.

  • If one of the previous steps fail, merge a fix PR and start the process again with an incremented 'rcX' commit.

To do the release

  • Close the current milestone on Github

  • git pull or git fetch/merge

  • Update changelogs/Spyder-5.md with loghub spyder-ide/spyder -m vX.X.X

  • Add sections for New features, Important fixes and New API features in changelogs/Spyder-5.md. For this take a look at closed issues and PRs for the current milestone.

  • git add . and git commit -m "Update Changelog"

  • Update Announcements.md (this goes to our Google group) removing the outdated announcement of the same kind (major, minor, or beta/release candidate)

  • git add . and git commit -m "Update Announcements"

  • git clean -xfdi and select option 1.

  • Update version in __init__.py (set release version, remove 'dev0')

  • git add . and git commit -m "Release X.X.X"

  • python setup.py sdist

  • Activate environment with pip packages only

  • pip install -U pip setuptools twine wheel

  • python setup.py bdist_wheel

  • twine check dist/*

  • twine upload dist/*

  • Check in PyPI that the new release was published correctly

  • git tag -a vX.X.X -m 'Release X.X.X'

  • Update version in __init__.py (add 'dev0' and increment minor)

  • git add . and git commit -m "Back to work [ci skip]"

  • git checkout master

  • git merge 5.x

  • git commit -m "Release X.X.X [ci skip]"

  • git push upstream master

  • git push upstream 5.x

  • git push upstream --tags

After the release

  • Publish release in our Github Releases page:

    • Copy the contents of the previous release description (updating the relevant information and links to point to the new Spyder version and changelog entry).
    • Edit the previous release description to only have the changelog line.

  • Merge PR on Conda-forge for Spyder. For that you can go to

    https://github.com/conda-forge/spyder-feedstock

    and merge the corresponding PR for the new release (usually an automatic PR will appear that can be either merged as it is or be use as boilerplate).

    Notes:

    • Don't forget to add new dependencies and update constraints on the rest of them. For that, you need to compare line by line the contents of the recipe/meta.yaml file in the feedstock with

      https://github.com/spyder-ide/spyder/blob/5.x/setup.py

    • After merging, give a ping to @anaconda-pkg-build about the new release.

  • Update Binder related elements when the new Spyder version is available in Conda-forge:

    • Update the Spyder version on the environment file (binder/environment.yml) of the (spyder-stable branch) in the binder-environments repo.
    • Update environment.yml files of the master and 5.x branches of binder-environments with the contents of the binder/environment.yml file present on this repo.

  • Publish release announcement to our list (following Announcements.md) after the installers have been built.