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Document Qiskit versioning and stability policy #366

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3 changes: 2 additions & 1 deletion cSpell.json
Original file line number Diff line number Diff line change
Expand Up @@ -249,7 +249,8 @@
"mathrm",
"exponentiated",
"simulable",
"resynthesizes"
"resynthesizes",
"sdist"
],
"ignoreRegExpList": [
// Markdown links
Expand Down
118 changes: 116 additions & 2 deletions docs/start/install.mdx
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The only significant feedback I have on this is that can we please put each subheading into a </details> component like the sections above? This is quite a lengthy page and we're trying to prevent users feeling overwhelmed

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I added the details section in: f7ff76c feel free to just push to this branch if I did it incorrectly.

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Expand Up @@ -137,6 +137,121 @@ Additionally, Qiskit only supports CPython. Running with other Python interprete
- Windows 32 bit for Python 3.10 or later
</details>

## Qiskit versioning

Qiskit version numbers follow [Semantic Versioning](https://semver.org/).
The version number is comprised of three 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 add new features and bug fixes. For the most recent minor version,
there will also be new patch versions published as bugs are identified and fixed
on that release series. A tentative release schedule is included below:

![](/images/start/install/release_schedule.png)

For an up-to-date release schedule, refer to the Qiskit Github project's
[milestones list](https://github.com/Qiskit/qiskit/milestones), which will always
contain the current release plan.

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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Can you clarify what this means to document this? Does it include deprecation warning logic?

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I just meant something like the prelude in the release notes will say something like "0.46.4 is the final release for the major version 0.x and there will be no further release for the 0.x release series."

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 recommended for a downstream library that
depends on Qiskit to bump its minimum Qiskit version to a new
major version release immediately because its user base also needs a chance
to migrate to the new API changes. Having an extended support window
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for the previous major Qiskit version gives downstream projects time to fix
compatibility with the next major version. Downstream projects can provide
support for two release series at a time to give their users a migration path.

For the purposes of semantic versioning, the Qiskit public API is considered
any documented module, class, function, or method that is not marked as private
(with a `_` prefix). However, there can be explicit exceptions made in the case
of specific documented APIs. In such cases these APIs will be clearly documented
as not being considered stable interfaces yet, and a user-visible warning will be
actively emitted on any use of these unstable interfaces. Additionally, in some
situations an interface marked as private will be considered part of the public
API. Typically this only occurs in two cases: either an abstract interface
definition where subclasses are intended to override/implement a private method
as part of defining an implementation of the interface, or advanced-usage
low-level methods that have stable interfaces but are not considered safe to use,
as the burden is on the user to uphold the class/safety invariants themselves
(the canonical example of this is the `QuantumCircuit._append` method).

The supported Python versions, minimum supported Rust version (for building
Qiskit from source), and any Python package dependencies (including the minimum
supported versions of dependencies) used by Qiskit are not part of the backwards
compatibility guarantees and may change during any release. Only minor or major
version releases will raise minimum requirements for using or building Qiskit
(including adding new dependencies), but patch fixes might include support for
new versions of Python or other dependencies. Usually the minimum version of a
dependency is only increased when older dependency versions go out of support or
when it is not possible to maintain compatibility with the latest release of the
dependency and the older version.

### 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. Shortly before a new major version, a final minor version will
be published. This final minor version release `M.N+1.0` is equivalent to
`M.N.0` but with warnings and deprecations for any API changes that are
made on the new major version series.

For example, immediately proceeding the 1.0.0 release, a 0.46.0 release will be
published. The 0.46.0 release will be equivalent to the 0.45.0 release but with
additional deprecation warnings that document the API changes that were made as
part of the 1.0.0 release. This pattern 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 six months to give sufficient time
to upgrade. A typical pattern to manage 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` when the current
major Qiskit version is 1 will ensure that you're using a version of Qiskit
that won't have breaking API changes.

Pre-emptively capping the version less than the next major version is necessary
to ensure you get a chance to see deprecation warnings before a
major version release. The normal release schedule means the last minor
version release which includes any final deprecation warnings will be released
shortly before the next major version and `pip` will default to using
the newest version available unless the version cap is set.

### 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 release candidates of the form `X.Y.0rc1`. The `rc` releases
will have a finalized API surface and are used to test a prospective release.

Note that when one of the PEP440 pre-release suffixes (such as `a`, `b`, or `pre`) are
published, it does not have the same guarantees as an `rc` release, and is
only a preview release. The API might change between these pre-releases
and the final release with that version number. For example, `1.0.0pre1` might have
a different final API than `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 `X.Y.Z.1` where the fourth
integer is used to indicate it is the first post-release of the `X.Y.Z` release.
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 only fixed the packaging issue for the release.

## Troubleshooting

<details>
Expand Down Expand Up @@ -188,11 +303,10 @@ Additionally, Qiskit only supports CPython. Running with other Python interprete
needed for compiling from source.
</details>


## Next steps

<Admonition type="tip" title="Recommendations">
- [Select and set up an IBM Quantum channel.](setup-channel)
- [Configure Qiskit locally.](configure-qiskit-local)
- Follow the steps in [Hello world](hello-world) to write and run a quantum program.
</Admonition>
</Admonition>
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