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# Release process

Black has had a lot of work done into standardizing and automating its release process. This document sets out to explain how everything works and how to release Black using said automation.

## Release cadence

We aim to release whatever is on `main` every 1-2 months. This ensures merged improvements and bugfixes are shipped to users reasonably quickly, while not massively fracturing the user-base with too many versions. This also keeps the workload on maintainers consistent and predictable.

If there’s not much new on `main` to justify a release, it’s acceptable to skip a month’s release. Ideally January releases should not be skipped because as per our stability policy, the first release in a new calendar year may make changes to the stable style. While the policy applies to the first release (instead of only January releases), confining changes to the stable style to January will keep things predictable (and nicer) for users.

Unless there is a serious regression or bug that requires immediate patching, there should not be more than one release per month. While version numbers are cheap, releases require a maintainer to both commit to do the actual cutting of a release, but also to be able to deal with the potential fallout post-release. Releasing more frequently than monthly nets rapidly diminishing returns.

## Cutting a release

You must have `write` permissions for the Black repository to cut a release.

The 10,000 foot view of the release process is that you prepare a release PR and then publish a GitHub Release. This triggers release automation that builds all release artifacts and publishes them to the various platforms we publish to.

We now have a `scripts/release.py` script to help with cutting the release PRs.

- `python3 scripts/release.py --help` is your friend.

  - `release.py` has only been tested in Python 3.12+ (so get with the times :D)

To cut a release:

1. Determine the release’s version number

   - Black follows the CalVer versioning standard using the `YY.M.N` format

     - So unless there already has been a release during this month, `N` should be `0`

   - Example: the first release in January, 2022 → `22.1.0`

   - `release.py` will calculate this and log it to stdout for your copy-paste pleasure

2. Double-check that no changelog entries since the last release were put in the wrong section (e.g., run `git diff origin/stable CHANGES.md`)

3. File a PR editing `CHANGES.md` and the docs to version the latest changes

   - Run `python3 scripts/release.py [--debug]` to generate most changes

4. If `release.py` fails manually edit; otherwise, yay, skip this step!

   1. Replace the `## Unreleased` header with the version number

   2. Remove any empty sections for the current release

   3. (optional) Read through and copy-edit the changelog (eg. by moving entries, fixing typos, or rephrasing entries)

5. Update references to the latest version in Version control integration and The basics

   - Example PR: GH-4563

6. Once the release PR is merged, wait until all CI passes

   - If CI does not pass, stop and investigate the failure(s) as generally we’d want to fix failing CI before cutting a release

7. Draft a new GitHub Release

   1. Click `Choose a tag` and type in the version number, then select the `Create new tag: YY.M.N on publish` option that appears

   2. Verify that the new tag targets the `main` branch

   3. Make sure the release title is set to the version (`YY.M.N`), as otherwise the default title is the last commit’s title

   4. Copy and paste the raw changelog Markdown for the current release into the description box

8. Publish the GitHub Release, triggering release automation that will handle the rest

9. Once CI is done add + PR a new empty template for the next release to CHANGES.md (Template is able to be copy pasted from release.py should we fail)

   1. `python3 scripts/release.py --add-changes-template|-a [--debug]`

   2. Should that fail, please return to copy + paste

10. At this point, you’re basically done. It’s good practice to go and watch and verify that all the release workflows pass, although you will receive a GitHub notification should something fail.

    - If something fails, don’t panic. Please go read the respective workflow’s logs and configuration file to reverse-engineer your way to a fix/solution.

Congratulations! You’ve successfully cut a new release of Black. Go and stand up and take a break, you deserve it.

Important

Once the release artifacts reach PyPI, you may see new issues being filed indicating regressions. While regressions are not great, they don’t automatically mean a hotfix release is warranted. Unless the regressions are serious and impact many users, a hotfix release is probably unnecessary.

In the end, use your best judgement and ask other maintainers for their thoughts.

## Release workflows

All of Black’s release automation uses GitHub Actions. All workflows are therefore configured using YAML files in the `.github/workflows` directory of the Black repository.

They are triggered by the publication of a GitHub Release.

Below are descriptions of our release workflows.

### build and publish

This is our main workflow. It builds an sdist and wheels to upload to PyPI where the vast majority of users will download Black from. It’s divided into three job groups:

#### sdist + pure wheel

This single job builds the sdist and pure Python wheel (i.e., a wheel that only contains Python code) using Hatch. These artifacts are general-purpose and can be used on basically any platform supported by Python.

#### generate wheels matrix / mypyc wheels (…)

We use mypyc to compile Black into a CPython C extension for significantly improved performance. Wheels built with mypyc are platform and Python version specific. Supported platforms are documented in the FAQ.

These matrix jobs use cibuildwheel which handles the complicated task of building C extensions for many environments for us. Since building these wheels is slow, there are multiple mypyc wheels jobs (hence the term “matrix”) that build for a specific platform (as noted in the job name in parentheses).

#### publish-hatch / publish-mypyc

These jobs upload the built sdist and all wheels to PyPI using Trusted publishing.

### publish binaries

This workflow builds native executables for multiple platforms using PyInstaller. This allows people to download the executable for their platform and run Black without a Python runtime installed.

The created binaries are stored on the associated GitHub Release for download over IPv4 only (GitHub still does not have IPv6 access 😢).

### docker

This workflow uses the QEMU powered `buildx` feature of Docker to upload an `arm64` and `amd64`/`x86_64` build of the official Black Docker image™.

- Currently this workflow uses an API Token associated with @cooperlees account

Note

This also runs on each push to `main`.

### post release

This workflow runs a few miscellaneous jobs related to repository maintenance.

#### update-stable

Updates the `stable` branch by force pushing it to the most recent tag. This saves us from remembering to update the branch sometime after cutting the release.

#### new-changelog

Opens a new PR to add the “Unreleased” section back to the changelog. The PR is intentionally not auto-merged, in case there’s an issue and the release needs to be re-cut.