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Document versioning and deprecation policy for major versions #11205

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96 changes: 91 additions & 5 deletions docs/deprecation_policy.rst
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#############################
Versioning and Support Policy
#############################

Qiskit version numbers follow `Sematinc Versioning <https://semver.org/>`__.
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The version number is comprised of 3 primary components, the major, minor, and
patch versions. For a version number ``X.Y.Z`` where ``X`` is the major version,
``Y`` is the minor version, and ``Z`` is the patch version.

Breaking API changes are reserved for major version releases. The **minimum**
period between major version releases is one year. Minor versions will be
periodically (currently every three months) published for the current major
version which adds new features and bug fixes. For the most recent minor version
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there will also be new patch versions published as bugs are identified and fixed
on that release series.

<TODO Add calendar diagrams>

With the release of a new major version, the previous major version is supported
for at least 6 months; only bug and security fixes will be accepted during this
time and only patch releases will be published for this major version. A final
patch version will be published when support is dropped and that release will
also document the end of support for that major version series. A longer
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What does it mean that it documents the end of the release? Its release notes will say that there is no more support? If there are no bug fixes at that time, will it just be identical to the previous patch release other than the release notes?

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It's just the release notes. I was thinking we'd just put in the prelude something like: "0.46.5 is the final release of the 0.x release series of Qiskit. There will be no future releases of 0.x and you should migrate to using a 1.x release."

support window is needed for the previous major version as this gives downstream
consumers of Qiskit a chance to migrate not only their code but also their
users. It's typically not acceptable for a downstream library maintainer that
depends on Qiskit to immediately bump their minimum Qiskit version to a new
major version release immediately because their user base also needs a chance
to migrate to handle the API changes. By having an extended support window
for the previous major version that gives downstream maintainers to fix
compatibility the next major version but potentially keeping support for > 1
release series at a time and giving their users a migration path.
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Upgrade Strategy
================

Whenever a new major version is released the recommended upgrade path
is to first upgrade to use the most recent minor version on the previous major
version. Immediately preceding a new major version a final minor version will
be published. This final minor version release ``0.N+1.0`` is equivalent to
``0.N.0`` but with warnings and deprecations for any API changes that are
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made on the new major version series.
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I think the "deprecation policy" section below might need to be updated to account for this final minor version and the new use of major versions. It talks about removing features only after providing an alternate path for one minor, warnings for one minor, and then removal at least two minors after the warnings. I think the idea is that with this final minor Qiskit can issue warnings for things removed in the next major even though they are released almost simultaneously because the final minor has an extended support window? I am not sure about the requirement to provide an alternate path before removal under the new semantic versioning model. If removing a feature in Qiskit 2.0, does anything have to happen in Qiskit 1 besides a deprecation in the final minor version?

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I was thinking that ideally we'd still be adding the warnings and the alternative features in minor version releases ahead of the the 1->2 migration. In those cases we'd still want to follow that guidance. But in general yeah you're right there isn't a hard requirement for that, especially at the 1->2 migration point. I'll update the deprecation section to take this into account.


For example, on the release of Qiskit 1.0.0 a 0.46.0 release was published
immediately proceeding the 1.0.0 release. The 0.46.0 release was equivalent
to the 0.45.0 release but with additional deprecation warnings that documents
the API changes that are being made as part of the 1.0.0 release. This pattern
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will be used for any future major version releases.

As a user of Qiskit it's recommended that you first upgrade to this final minor
version first, so you can see any deprecation warnings and adjust your Qiskit
usage ahead of time before trying a potentially breaking release. The previous
major version will be supported for at least 6 months to give sufficient time
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I don't think anything needs to change, but I am just noting something that I hadn't thought about before -- the version with overlapping support will be the one with all the deprecation warnings. That is probably fine as a push to upgrade to the new version. It could be noisy depending on the number of deprecations.

to upgrade. A typical pattern to deal with this is to pin the max version to
avoid using the next major release series until you're sure of compatibility.
For example, specifying in a requirements file ``qiskit<2`` will ensure that
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you're using a version of Qiskit that won't have breaking API changes.
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Pre-releases
============

For each minor and major version release Qiskit will publish pre-releases that
are compatible with `PEP440 <https://peps.python.org/pep-0440/>`__. Typically
these are just release candidates of the form ``1.2.0rc1``. The ``rc`` will have
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a finalized API surface and are used to test a prospective release.

If another PEP440 pre-release suffix (such as ``a``, ``b``, or ``pre``) are
published these do not have the same guarantees as an ``rc`` release, and are
just preview releases. The API likely will change between these pre-releases
and the final release with that version number. For example, ``1.0.0pre1`` has
a different final API from ``1.0.0``.

Post-releases
=============

If there are issues with the packaging of a given release a post-release may be
issued to correct this. These will follow the form ``1.2.1.1`` where the fourth
integer is used to indicate it is the 4th post release of the ``1.2.1`` release.
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For example, the qiskit-terra (the legacy package name for Qiskit) 0.25.2
release had some issue with the sdist package publishing and a post-release
0.25.2.1 was published that corrected this issue. The code was identical, and
0.25.2.1 just fixed the packaging issue for the release.

##################
Deprecation Policy
##################
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The guiding principles are:

- we must not remove or change code without active warnings for least three
months or two complete version cycles;
- we must not remove or change code without active warnings on a supported
release series for at least three months and removals can only occur on
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The three month window is a little unclear to me. Regarding removals, couldn't it just be said that removals should only be done in the next major release, without regard to a window? And should changes be allowed with a three month warning? Or should they just be kicked to the next major release as well?

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I'll just remove this. I left it in because in the semantic versioning model everything will be deprecated for at least 6 months because of the extended support. I was thinking we still wanted to have a minimum deprecation window duration, but in the model there isn't really path for it to be < 6 months so this isn't needed anymore.

major version releases;

- there must always be a way to achieve valid goals that does not issue any
warnings;

- never assume that a function that isn't explicitly internal isn't in use;

- all deprecations, changes and removals are considered API changes, and can
only occur in minor releases not patch releases, per the
:ref:`stable branch policy <stable_branch_policy>`.
- all deprecations can only occur in minor version releases not patch version
releases, per the :ref:`stable branch policy <stable_branch_policy>`.

- API changes and removals are considered breaking changes, and can only
occur in major version releases.

.. _removing-features:

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a change already merged onto ``main``, unless the change simply does
not make sense on ``main``.

At any given time Qiskit has up to two supported stable branches, one for the
previous minor version release series and the other for the final minor
release series on the previous major release. For example, if the ``main``
branch is developing the 1.2.0 release, then the ``stable/1.1`` branch and
potentially the ``stable/0.46`` branches are supported.

Backporting
-----------

When a PR tagged with ``stable backport potential`` is merged, or when a
merged PR is given that tag, the `Mergify bot <https://mergify.com>`__ will
open a PR to the current stable branch. You can review and merge this PR
like normal.
open a PR to the most recent supported stable branch. You can review and merge
this PR like normal. If you're backporting from main to a different stable
branch you can leave a comment of the form ``@Mergifyio backport branch`` on a
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Would it be worth adding a previous stable backport potential label to .mergify.yml?

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Oh, yeah this is a good idea we can totally do this. I'll update the docs to include this.

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If we're going this route, I wouldn't mind doing it as explicit labels (backport to 0.45, backport to 1.1, etc) - it's more work to manage Mergify since we can't easily make it dynamic on the label, but I already sometimes forget what "stable backport potential" means when we're in an rc period.

merged PR to manually have the Mergify bot backport the PR to the specified
branch.

If the version of the code has diverged or no longer exists on the stable
branch it is acceptable to directly propose a change to the stable branch. But
it is expected to document the reasons why in the commit message, as the
typical procedure is to merge on ``main`` first.


Documentation Structure
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