API guidelines#

API consistency and stability are of great value; Therefore, API changes (e.g. signature changes, behavior changes, removals) will only be conducted if the added benefit is worth the effort of adapting existing code.

Because we are a visualization library, our primary output is the final visualization the user sees; therefore, the appearance of the figure is part of the API and any changes, either semantic or aesthetic, are backwards-incompatible API changes.

Add new API and features#

Every new function, parameter and attribute that is not explicitly marked as private (i.e., starts with an underscore) becomes part of Matplotlib's public API. As discussed above, changing the existing API is cumbersome. Therefore, take particular care when adding new API:

  • Mark helper functions and internal attributes as private by prefixing them with an underscore.

  • Carefully think about good names for your functions and variables.

  • Try to adopt patterns and naming conventions from existing parts of the Matplotlib API.

  • Consider making as many arguments keyword-only as possible. See also API Evolution the Right Way -- Add Parameters Compatibly.

Deprecate API#

API changes in Matplotlib have to be performed following the deprecation process below, except in very rare circumstances as deemed necessary by the development team. Generally API deprecation happens in two stages:

  • introduce: warn users that the API will change

  • expire: API is changed as described in the introduction period

This ensures that users are notified before the change will take effect and thus prevents unexpected breaking of code.

Rules#

  • Deprecations are targeted at the next meso release (e.g. 3.x)

  • Deprecated API is generally removed (expired) two point-releases after introduction of the deprecation. Longer deprecations can be imposed by core developers on a case-by-case basis to give more time for the transition

  • The old API must remain fully functional during the deprecation period

  • If alternatives to the deprecated API exist, they should be available during the deprecation period

  • If in doubt, decisions about API changes are finally made by the API consistency lead developer.

Introduce deprecation#

  1. Create deprecation notice

  2. If possible, issue a MatplotlibDeprecationWarning when the deprecated API is used. There are a number of helper tools for this:

    • Use _api.warn_deprecated() for general deprecation warnings

    • Use the decorator @_api.deprecated to deprecate classes, functions, methods, or properties

    • Use @_api.deprecate_privatize_attribute to annotate deprecation of attributes while keeping the internal private version.

    • To warn on changes of the function signature, use the decorators @_api.delete_parameter, @_api.rename_parameter, and @_api.make_keyword_only

    All these helpers take a first parameter since, which should be set to the next point release, e.g. "3.x".

    You can use standard rst cross references in alternative.

  3. Make appropriate changes to the type hints in the associated .pyi file. The general guideline is to match runtime reported behavior.

    • Items marked with @_api.deprecated or @_api.deprecate_privatize_attribute are generally kept during the expiry period, and thus no changes are needed on introduction.

    • Items decorated with @_api.rename_parameter or @_api.make_keyword_only report the new (post deprecation) signature at runtime, and thus should be updated on introduction.

    • Items decorated with @_api.delete_parameter should include a default value hint for the deleted parameter, even if it did not previously have one (e.g. param: <type> = ...).

Expire deprecation#

  1. Create deprecation announcement. For the content, you can usually copy the deprecation notice and adapt it slightly.

  2. Change the code functionality and remove any related deprecation warnings.

  3. Make appropriate changes to the type hints in the associated .pyi file.

    • Items marked with @_api.deprecated or @_api.deprecate_privatize_attribute are to be removed on expiry.

    • Items decorated with @_api.rename_parameter or @_api.make_keyword_only will have been updated at introduction, and require no change now.

    • Items decorated with @_api.delete_parameter will need to be updated to the final signature, in the same way as the .py file signature is updated.

    • Any entries in ci/mypy-stubtest-allowlist.txt which indicate a deprecation version should be double checked. In most cases this is not needed, though some items were never type hinted in the first place and were added to this file instead. For removed items that were not in the stub file, only deleting from the allowlist is required.

Announce new and deprecated API#

When adding or changing the API in a backward in-compatible way, please add the appropriate versioning directive and document it for the release notes and add the entry to the appropriate folder:

versioning directive

announcement folder

new feature

.. versionadded:: 3.N

doc/users/next_whats_new/

API change

.. versionchanged:: 3.N

doc/api/next_api_changes/[kind]

When deprecating API, please add a notice as described in the deprecation guidelines and summarized here:

stage

announcement folder

introduce deprecation

doc/api/next_api_changes/deprecation

expire deprecation

doc/api/next_api_changes/[kind]

Generally the introduction notices can be repurposed for the expiration notice as they are expected to be describing the same API changes and removals.

Versioning directives#

When making a backward incompatible change, please add a versioning directive in the docstring. The directives should be placed at the end of a description block. For example:

class Foo:
    """
    This is the summary.

    Followed by a longer description block.

    Consisting of multiple lines and paragraphs.

    .. versionadded:: 3.5

    Parameters
    ----------
    a : int
        The first parameter.
    b: bool, default: False
        This was added later.

        .. versionadded:: 3.6
    """

    def set_b(b):
        """
        Set b.

        .. versionadded:: 3.6

        Parameters
        ----------
        b: bool

For classes and functions, the directive should be placed before the Parameters section. For parameters, the directive should be placed at the end of the parameter description. The micro release version is omitted and the directive should not be added to entire modules.

Release notes#

For both change notes and what's new, please avoid using cross-references in section titles as it causes links to be confusing in the table of contents. Instead, ensure that a cross-reference is included in the descriptive text.

API change notes#

API change notes for future releases are collected in next_api_changes. They are divided into four subdirectories:

  • Deprecations: Announcements of future changes. Typically, these will raise a deprecation warning and users of this API should change their code to stay compatible with future releases of Matplotlib. If possible, state what should be used instead.

  • Removals: Parts of the API that got removed. If possible, state what should be used instead.

  • Behaviour changes: API that stays valid but will yield a different result.

  • Development changes: Changes to the build process, dependencies, etc.

Please place new entries in these directories with a new file named 99999-ABC.rst, where 99999 would be the PR number, and ABC the author's initials. Typically, each change will get its own file, but you may also amend existing files when suitable. The overall goal is a comprehensible documentation of the changes.

A typical entry could look like this:

Locators
~~~~~~~~
The unused `Locator.autoscale()` method is deprecated (pass the axis
limits to `Locator.view_limits()` instead).

What's new notes#

Please place new portions of whats_new.rst in the next_whats_new directory.

When adding an entry please look at the currently existing files to see if you can extend any of them. If you create a file, name it something like cool_new_feature.rst if you have added a brand new feature or something like updated_feature.rst for extensions of existing features.

Include contents of the form:

Section title for feature
-------------------------

A bunch of text about how awesome the new feature is and examples of how
to use it.

A sub-section
~~~~~~~~~~~~~