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FEniCSx release guide

Prerequisites

Check out all of the FEniCSx components on the release branch.

Check that all CIs on main are running green.

Check that the main documentation looks reasonable https://docs.fenicsproject.org.

The release proceeds in a bottom up manner (Basix, UFL, FFCx, DOLFINx). GitHub Releases and pypa packages cannot be deleted and should be made a number of days after the creation of git tags so that errors can be fixed.

The release process consists of the following steps:

  1. Update version numbers and dependencies on the release branches.
  2. Run integration tests, ensuring that the release branches work together.
  3. Make git tags on the tip of release.
  4. Organise production of release artifacts.
  5. Update version numbers on main.
  6. Make GitHub and pypa releases (permanent!).

Version bumping

At the current phase of development (<1.0) FEniCSx components are typically bumped an entire minor version i.e. 0.+1.0.

UFL still runs on the year-based release scheme.

Basix version bump

  1. Merge main into release resolving all conflicts in favour of main.

    git pull
git checkout release
git merge --no-commit main
git checkout --theirs main .
git diff main

  2. Update version numbers, e.g.

    python3 update_versions.py -v 0.5.0

  3. Inspect automatic version updates.

    git diff

  4. Commit and push.

  5. Check git diff origin/main for obvious errors.

UFL version bump

  1. Merge main into release resolving all conflicts in favour of main.

    git pull
git checkout release
git merge --no-commit main
git checkout --theirs main .
git diff main

  2. Update the version number in setup.cfg, e.g. 2022.2.0.

  3. Commit and push.

  4. Check git diff origin/main for obvious errors.

FFCx version bump

  1. Merge main into release resolving all conflicts in favour of main.

    git pull
git checkout release
git merge --no-commit main
git checkout --theirs main .
git diff main

  2. Update the version number in setup.cfg, e.g. 0.5.0.

  3. Update the dependency versions for fenics-basix and fenics-ufl in setup.cfg.

  4. If necessary, update the version number in cmake/CMakeLists.txt, e.g. 0.5.0.

  5. Update the version number macros in ffcx/codegeneration/ufcx.h. Typically this should match the Python version number. Remember to change the UFCX_VERSION_RELEASE to 1.

  6. Commit and push.

  7. Check git diff origin/main for obvious errors.

DOLFINx

  1. Merge main into release resolving all conflicts in favour of main.

    git pull
git checkout release
git merge --no-commit main
git checkout --theirs main .
git diff origin/main

  2. In cpp/CMakeLists.txt change the version number near the top of the file, e.g. 0.5.0.

  3. In cpp/CMakeLists.txt check the find_package(ufcx) and find_package(UFCx) calls. If the DOLFINx and UFCx versions match then there is no need to change anything here. However, if they don't match, you need to manually specify the appropriate UFCx version.

  4. In python/setup.py change the VERSION variable to e.g. 0.5.0 and update the depedency versions for fenics-ffcx and fenics-ufl.

  5. Commit and push.

  6. Check git diff origin/main for obvious errors.

Integration testing

Although lengthy, integration testing is highly effective at discovering issues and mistakes before they reach tagged versions.

At each of the following links run the GitHub Action Workflow manually using the release branch in all fields. Only proceed to tagging once all tests pass.

Basix with FFCx: https://github.com/FEniCS/basix/actions/workflows/ffcx-tests.yml

Basix with DOLFINx: https://github.com/FEniCS/basix/actions/workflows/dolfinx-tests.yml

UFL with FEniCSx: https://github.com/FEniCS/ufl/actions/workflows/fenicsx-tests.yml

FFCx with DOLFINx: https://github.com/FEniCS/ffcx/actions/workflows/dolfinx-tests.yml

Full stack: https://github.com/FEniCS/dolfinx/actions/workflows/ccpp.yml

Tagging

Make appropriate version tags in each repository. UFL does not use the v prefix.

git tag v0.5.0
git push --tags origin

Artifacts

Documentation

Documentation should be pushed automatically to FEniCS/docs on the creation of tags. You will need to manually update the README.md.

Docker containers

Run the workflow at https://github.com/FEniCS/dolfinx/actions/workflows/docker.yml

Tag prefix should be the same as the DOLFINx release e.g. v0.5.0. Git refs should be appropriate tags for each component.

Tagged Docker images will be pushed to Dockerhub.

docker run -ti dolfinx/dolfinx:v0.5.0

Use the Docker update stable tag workflow to update/link :stable to e.g. v0.5.0.

pypa

Wheels can be made using the following actions:

https://github.com/FEniCS/basix/actions/workflows/build-wheels.yml

https://github.com/FEniCS/ufl/actions/workflows/build-wheels.yml

https://github.com/FEniCS/ffcx/actions/workflows/build-wheels.yml

Both the workflow and the ref should be set to the appropriate tags for each component.

It is recommended to first build without publishing, then to test pypa, then to the real pypa. Publishing to pypa cannot be revoked.

The DOLFINx wheel builder is experimental and is not used in the release process at this time.

Mistakes

Aside from version numbering changes, it is easier to merge changes onto main and then cherry-pick or merge back onto release.

If a mistake is noticed soon after making a tag then you can delete the tag and recreate it. It is also possible to recreate GitHub releases. After pypa packages are pushed you must create .post0 tags or make minor version bumps, as pypa is immutable.

GitHub releases

Releases can be made at the following links using the appropriate tag. The automatic release notes should be checked. The release notes can still be edited after the release is finalised.

https://github.com/FEniCS/basix/releases/new

https://github.com/FEniCS/ufl/releases/new

https://github.com/FEniCS/ffcx/releases/new

https://github.com/FEniCS/dolfinx/releases/new

Post-release

Check for any changes on release that should be ported back onto main.

 git checkout main
 git diff release

Bump the version numbers on the main branch.

Bug fix patches

Bug fix patches can be made by cherry picking commits off of main and bumping the minor version number. Remember to run the DOLFINx integration tests on a proposed set of tags as it is easy to make an error.

Ubuntu

Contact Drew Parsons.

Conda Forge

Conda Forge bots typically pickup new releases automatically. Can also contact @minrk.

Spack

Update the Spack recipe for the FEniCSx components on the fork FEniCS/spack using a branch e.g. updates/dolfinx-<version>. Create a pull request to the Spack mainline repository.