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On version numbers

docs/release.rst

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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.