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Docs/release howto#723

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Docs/release howto#723
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Description

Update new release instructions. Closes #717 .

@kaiser-dan kaiser-dan added this to the v1.0 milestone May 22, 2026
@kaiser-dan kaiser-dan self-assigned this May 22, 2026
@kaiser-dan kaiser-dan added the documentation Improvements or additions to documentation label May 22, 2026
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codecov Bot commented May 22, 2026

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Codecov Report

✅ All modified and coverable lines are covered by tests.
✅ Project coverage is 94.50%. Comparing base (765d572) to head (082c8ab).
⚠️ Report is 1 commits behind head on dev.

Additional details and impacted files
@@           Coverage Diff           @@
##              dev     #723   +/-   ##
=======================================
  Coverage   94.50%   94.50%           
=======================================
  Files          67       67           
  Lines        5277     5277           
=======================================
  Hits         4987     4987           
  Misses        290      290           

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Update release process steps in contributing how-to.
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kaiser-dan marked this pull request as ready for review May 25, 2026 01:22
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kaiser-dan requested a review from nwlandry May 25, 2026 01:22
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Okie now ready for review @nwlandry . While adding things to address #717 , I also rewrote some of the existing bullet points some to hopefully clarify some points of confusion I ran into when preparing v0.10.1.

Comment thread HOW_TO_CONTRIBUTE.md Outdated
@maximelucas

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Just checked this, thanks @kaiser-dan.
One thing though: these instructions are for new releases, but we should still write somewhere that new PRs (not release ones) should branch out from dev rather than main right?

Co-authored-by: Maxime Lucas <maximelucas@users.noreply.github.com>
@kaiser-dan

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Just checked this, thanks @kaiser-dan. One thing though: these instructions are for new releases, but we should still write somewhere that new PRs (not release ones) should branch out from dev rather than main right?

Yes, we should! Good catch, thank you. I will add that to this PR later today or tomorrow (my SIAM presentation is today! I will be MIA until after that) and ping you when its ready.

Comment thread HOW_TO_CONTRIBUTE.md
- Style is maintained (see 'Format codebase' above)
- The changelog is updated. Paste the output of `python tools/generate_changelog.py -m xgi-org xgi [last release tag]` into a new heading for the proposed release (`vMAJOR.MINOR.PATCH` without the 'rc').
3. Await approval for the PR.
4. Once the PR is approved, the approving/merging maintainer must bump the version number. Increase the version number in [\_\_init\_\_.py](xgi/__init__.py.py) to the new version. Commit these changes with the commit message "bump: v[last release] -> v[proposed release]". No new approval is needed for this tiny change.

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Wondering if you can use bold to indicate "THIS PART IS ON DEV". Or alternatively, say something like "ALL CODE MODIFICATIONS SHOULD BE DONE ON DEV OR BRANCHES FROM DEV"

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Overall looks good! Just a few things to address.

Comment thread HOW_TO_CONTRIBUTE.md
5. Merge the PR.
6. Create a new release on GitHub by selecting "Releases", then clicking "Draft a new release". Click "Choose a tag" and type "v" followed by the version number and then click "Create new tag". The release title will be this same string. Paste the contents of the CHANGELOG into the "Describe this release" field. Click "Publish release". This will trigger a GitHub action that will publish the new version on PyPI.

The new version is now on PyPI! Make sure to update wherever you use xgi :)

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Wondering if we need a "What to do if someone squashes and merges Dev into main/commits directly to main/deletes dev, etc." section

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