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RELEASING.md

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  1. Create a new virtual environment following the instructions in CONTRIBUTING.md. Make sure to also install all dependencies for the documentation including altair_saver and uninstall vl-convert-python (this is not needed for normal contributions to the repo, see CONTRIBUTING.md for details).

  2. Make certain your branch is in sync with head:

    git pull upstream master
    
  3. Do a clean doc build:

    hatch run doc:clean-all
    hatch run doc:build-html
    hatch run doc:serve
    

    Navigate to http://localhost:8000 and ensure it looks OK (particularly do a visual scan of the gallery thumbnails).

  4. Make sure changes.rst is up to date for the release: compare against PRs merged since the last release & update top heading with release date.

  5. Update version to, e.g. 5.0.0:

    • in altair/__init__.py
    • in doc/conf.py (two places)
  6. Double-check that all vega-lite/vega/vega-embed versions are up-to-date:

    • URLs in doc/conf.py
    • versions in altair/vegalite/v5/display.py
  7. Commit change and push to master:

    git add . -u
    git commit -m "MAINT: bump version to 5.0.0"
    git push upstream master
    
  8. Tag the release:

    git tag -a v5.0.0 -m "version 5.0.0 release"
    git push upstream v5.0.0
    
  9. Build source & wheel distributions:

    hatch clean  # clean old builds & distributions
    hatch build  # create a source distribution and universal wheel
    
  10. publish to PyPI (Requires correct PyPI owner permissions):

    hatch publish
    
  11. build and publish docs (Requires write-access to altair-viz/altair-viz.github.io):

    hatch run doc:publish-clean-build
    
  12. update version to, e.g. 5.1.0dev:

    • in altair/__init__.py
    • in doc/conf.py (two places)
  13. add a new changelog entry for the unreleased version:

    Version 5.1.0 (unreleased)

    Enhancements

    Bug Fixes
    ~~~~~~~~~
    Backward-Incompatible Changes
    
  14. Commit change and push to master:

    git add . -u
    git commit -m "MAINT: bump version to 5.1.0dev"
    git push upstream master
    
  15. Double-check that a conda-forge pull request is generated from the updated pip package by the conda-forge bot (may take up to ~an hour): https://github.com/conda-forge/altair-feedstock/pulls

  16. Copy changes.rst section into release notes within https://github.com/altair-viz/altair/releases/, and publish the release.