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docs: Update release, docs readme files with info, corrections#5599

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camdecoster merged 2 commits into
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cam/update-md-files
May 19, 2026
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docs: Update release, docs readme files with info, corrections#5599
camdecoster merged 2 commits into
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cam/update-md-files

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@camdecoster camdecoster commented May 18, 2026

Description of change

Update release and docs README files with expanded instructions, corrections of errors/typos.

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I recently released new docs for v6.7.0 and ran into some roadblocks. These updates are an attempt to clarify some steps to make this a bit easier.

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Comment thread doc/README.md Outdated
Comment on lines 65 to 77
@@ -45,6 +76,117 @@ released, or which has just been included but not yet released.
release time, so that the documentation of the feature is only deployed when
it is available in a released version of `plotly.py`.
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@camdecoster I edited this section a bit for clarity, feel free to accept the below if accurate.

Suggested change
it is available in a released version of `plotly.py`.
### Branching strategy
- The `doc-prod` branch contains the live docs which are available on the website. As soon as a change is merged into `doc-prod`, the updated docs are deployed and made publicly available.
- The `main` branch contains docs which have been written but are not ready to be released, such as for an upcoming feature in the next plotly.py release.
When updating the docs, two workflows are possible:
- In the case of updating the docs for an already-released feature: your changes can be deployed to the documentation website as soon as they have been merged, so you should branch off of the `doc-prod` branch and open your pull request into the `doc-prod` branch.
- In the case of writing docs for a new (not-yet-released) feature: you should branch off `main` and open your pull request into `main`, so that the documentation of the feature is only deployed when it is available in a released version of `plotly.py`. The `main` branch will be merged into `doc-prod` at release time, as described below.

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Good idea.

Comment thread doc/README.md Outdated
section of `RELEASE.md` for the full procedure.

> **Release prep:** When synchronizing `main` into `doc-prod` for a new
> release, update the `plotly==` version pin in `requirements.txt` to match
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Suggested change
> release, update the `plotly==` version pin in `requirements.txt` to match
> release, update the `plotly==` version pin in `doc/requirements.txt` to match

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I'll update it.

Comment thread doc/README.md Outdated
---
```

The `plotly` metadata fields are the most important to get right:
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@camdecoster It's OK to manually edit these fields, right?

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NVM I see this is addressed in the section below, maybe state here as well for clarity though.

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I'll add a bit more to clarify this.

Comment thread doc/README.md
The filename follows the pattern `2019-07-03-<markdown-filename-without-extension>.html`.

First, create an account at https://account.mapbox.com/auth/signup Once that is done, navigate to https://account.mapbox.com/ and copy your "Default public token" to the file `doc/python/.mapbox_token`
> **Why the `2019-07-03-` prefix?** The downstream `graphing-library-docs`
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Ha, I was wondering this, thanks for adding the explanation

Comment thread doc/README.md Outdated

| Event | What happens |
|-------|-------------|
| Pull request (any branch) | Tutorials are built and validated. The build artifact is uploaded but not deployed. |
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Is this correct? I'm not totally clear what 'tutorials' refers to.

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| Pull request (any branch) | Tutorials are built and validated. The build artifact is uploaded but not deployed. |
| Pull request (any branch) | Tutorials (`*.md` files) are built and validated. The build artifact is uploaded but not deployed. |

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It is correct per build-doc.yml. Tutorials are the markdown files in doc/python. It's mentioned in at the top, but reminding folks here is fine.

emilykl
emilykl previously approved these changes May 19, 2026
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LGTM, thanks @camdecoster for documenting this process!

@camdecoster camdecoster merged commit 92aea8b into main May 19, 2026
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@camdecoster camdecoster deleted the cam/update-md-files branch May 19, 2026 16:56
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