Releasing Tax-Calculator Packages

Releasing Tax-Calculator Packages#

The following outlines the process for releasing a new taxcalc package.

In the top-level Tax-Calculator directory, do the following:

--> run `git switch master`  [to get on master branch]
--> run `./gitsync`  [to ensure master is up-to-date with GitHub version]
--> run `make clean`  [to remove any local taxcalc package]
--> run `git checkout -b X-Y-Z`  [to create X-Y-Z (e.g., `4-4-1`) branch]
--> specify release X.Y.Z in setup.py, taxcalc/__init__.py, docs/index.md
--> edit docs/about/releases.md to finalize detailed X.Y.Z features
--> run `python update_pcl.py`  [to update policy_current_law.json]
--> run `make tests`  [executes cstest, pytest, brtest, idtest]
--> run `make tctest-jit`  [to ensure JIT decorators are not hiding bugs]
--> run `make transfer` in T-C-LLM repo  [to install agents/tca/tca.zip]
--> commit X-Y-Z branch and push to origin
--> open new GitHub pull request using your X-Y-Z branch

Then ask @jdebacker to review and merge the pull request and create the package.

Notes on creating package for distribution#

--> merge X-Y-Z branch into master branch on GitHub

--> on local master branch, ./gitsync

--> create release X.Y.Z on GitHub using master branch

--> create new package on Conda-Forge for release X.Y.Z

--> open a PR to github.com/conda-forge/taxcalc-feedstock where
    you change the `recipe/meta.yaml` file by updating:
    (1) the version number to X.Y.Z and
    (2) the checksum to reflect the checksum for the
        tarball for release X.Y.Z in the Tax-Calculator GitHub repo