docs/release.rst

On version numbers
^^^^^^^^^^^^^^^^^^

The version number must be a valid `PEP 440
<https://www.python.org/dev/peps/pep-0440>`_ version number.

For example:

.. code-block:: C++

    #define PYBIND11_VERSION_MAJOR X
    #define PYBIND11_VERSION_MINOR Y
    #define PYBIND11_VERSION_MICRO Z
    #define PYBIND11_VERSION_RELEASE_LEVEL PY_RELEASE_LEVEL_ALPHA
    #define PYBIND11_VERSION_RELEASE_SERIAL 0
    #define PYBIND11_VERSION_PATCH Za0

For beta, ``PYBIND11_VERSION_PATCH`` should be ``Zb1``. RC's can be ``Zrc1``.
For a final release, this must be a simple integer.


To release a new version of pybind11:
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

If you don't have nox, you should either use ``pipx run nox`` instead, or use
``uv tool install nox``, ``pipx install nox``, or ``brew install nox`` (Unix).

- Update the version number

  - Update ``PYBIND11_VERSION_MAJOR`` etc. in
    ``include/pybind11/detail/common.h``. MICRO should be a simple integer.

  - Run ``nox -s tests_packaging`` to ensure this was done correctly.

- Ensure that all the information in ``pyproject.toml`` is up-to-date, like
    supported Python versions.

- Add release date in ``docs/changelog.md`` and integrate the output of
  ``nox -s make_changelog``.

  - Note that the ``nox -s make_changelog`` command inspects
    `needs changelog <https://github.com/pybind/pybind11/pulls?q=is%3Apr+is%3Aclosed+label%3A%22needs+changelog%22>`_.

  - Manually clear the ``needs changelog`` labels using the GitHub web
    interface (very easy: start by clicking the link above).

- ``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

  - NOTE: This documentation assumes your ``upstream`` is ``https://github.com/pybind/pybind11.git``

  - New branch: ``git checkout -b vX.Y``, ``git push -u upstream 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 grep PYBIND11_VERSION include/pybind11/detail/common.h``

    - Last-minute consistency check: same as tag?

  - Push the new tag: ``git push upstream vX.Y.Z``

- Update stable

  - ``git checkout stable``

  - ``git merge -X theirs vX.Y.Z``

  - ``git diff vX.Y.Z``

  - Carefully review and reconcile any diffs. There should be none.

  - ``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: Under `releases <https://github.com/pybind/pybind11/releases>`_
    click "Draft 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 copy-and-paste the markdown-formatted (!) changelog
    into the description. You can remove line breaks and optionally strip links
    to PRs and issues, e.g. to a bare ``#1234`` without the hyperlink markup.
    Check "pre-release" if this is an alpha/beta/RC.

  - 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
    ``0a0`` and increment MINOR).

  - Update ``pybind11/_version.py`` to match.

  - Run ``nox -s tests_packaging`` to ensure this was done correctly.

  - If the release was a new MINOR version, add a new ``IN DEVELOPMENT``
    section in ``docs/changelog.md``.

  - ``git add``, ``git commit``, ``git push``

If a version branch is updated, remember to set PATCH to ``1a0``.

Conda-forge should automatically make a PR in a few hours, and automatically
merge it if there are no issues. Homebrew should be automatic, too.


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

    nox -s build
    nox -s build_global
    twine upload dist/*

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