DEPRECATION.md

Deprecation Policy

Many users and other packages depend on this package. We must make sure that whenever we make changes to the code, we give users ample time to adjust without breaking code that they have already written.

Most importantly: do not change any interface that is public-facing unless we absolutely have to. Adding things is ok, taking things away is annoying for users but can be handled reasonably with plenty notice, but changing behavior generally means users cannot write code that will work with two subsequent versions of qiskit-ibm-runtime, which is not acceptable.

Beware that users will often be using functions, classes and methods that we, the Qiskit developers, may consider internal or not widely used. Do not make assumptions that "this is buried, so nobody will be using it"; if it is public, it is subject to the policy. The only exceptions here are functions and modules that are explicitly internal, i.e. those whose names begin with a leading underscore (_).

The guiding principles are:

• we must not remove or change code without active warnings for at least three months or two complete version cycles;

• 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 stable branch policy.

Removing a feature

When removing a feature (for example a class, function or function parameter), we will follow this procedure:

• A deprecation warning must be issued prior to any removal. The warning must indicate what the alternative path is, and the alternative path must be in place when the warning is issued. When a feature is deprecated, add a release note with a deprecations section listing all deprecated paths, their alternatives, and the reason for deprecation. Update the tests to test the warnings.

  Reason: we need to give people time to swap over without breaking their code as soon as they upgrade.

• Set a removal date for the old feature, and remove it (and the warnings) when reached. This must be at least three months after the version with the warnings was first released, and cannot be the minor version immediately after the warnings. Add an upgrade release note that lists all the removals. For example, if the alternative path was provided and the warnings were added in 0.20.0, the earliest version for removal is 0.22.0, even if 0.21.0 was released more than three months after 0.20.0.

  Note: These are minimum requirements. For removal of significant or core features, give users at least an extra minor version if not longer.**

  Reason: there needs to be time for users to see these messages, and to give them time to adjust. Not all users will update their version of qiskit-ibm-runtime immediately, and some may skip minor versions.

When a feature is marked as deprecated it is slated for removal, but users should still be able to rely on it to work correctly. We consider a feature marked "deprecated" as frozen; we commit to maintaining it with critical bug fixes until it is removed, but we won't merge new functionality to it.

Changing behavior

Changing behavior without a removal is particularly difficult to manage, because we need to have both options available for two versions, and be able to issue warnings. For example, changing the type of the return value from a function will almost invariably involve making an API break, which is frustrating for users and makes it difficult for them to use this package.

The best solution here is often to make a new function, and then use the procedures for removal above.

If you absolutely must change the behavior of existing code (other than fixing bugs), you will need to use your best judgment to apply the guiding principles at the top of this document. The most appropriate warning for behavioral changes is usually FutureWarning. Some possibilities for how to effect a change:

• If you are changing the default behavior of a function, consider adding a keyword argument to select between old and new behaviors. When it comes time, you can issue a FutureWarning if the keyword argument is not given (e.g. if it is None), saying that the new value will soon become the default. You will need to go through the normal deprecation period for removing this keyword argument after you have made the behavior change. This will take at least six months to go through both cycles.

• If you need to change the return type of a function, consider adding a new function that returns the new type, and then follow the procedures for deprecating the old function.

• If you need to accept a new input that you cannot distinguish from an existing possibility because of its type, consider letting it be passed by a different keyword argument, or add a second function that only accepts the new form.

Issuing deprecation warnings

The proper way to raise a deprecation warning is to use the @deprecate_function decorator, and the deprecate_arguments and issue_deprecation_msg functions from qiskit_ibm_runtime.utils.deprecation. These will generate a standardized message and ensure an alternative path is specified.

Usually, you should set remedy: str with the format "Instead, use ..." so that people know how to migrate. Read those functions' docstrings for additional arguments like version: str.

If the functions in qiskit_ibm_runtime.utils.deprecation cannot handle your use case, consider improving them. Otherwise, you can directly call the warn function from the warnings module in the Python standard library, using the category DeprecationWarning. For example:

import warnings

def deprecated_function():
   warnings.warn(
      "The function qiskit.deprecated_function() is deprecated since "
      "qiskit-ibm-runtime 0.14.0, and will be removed 3 months or more later. "
      "Instead, you should use qiskit.other_function().",
      category=DeprecationWarning,
      stacklevel=2,
   )
   # ... the rest of the function ...

Make sure you include the version of the package that introduced the deprecation warning (so maintainers can easily see when it is valid to remove it), and what the alternative path is.

Take note of the stacklevel argument. This controls which function is accused of being deprecated. Setting stacklevel=1 means the warning will blame the warn function itself, while stacklevel=2 (the default) will correctly blame the containing function. It is unusual to set this to anything other than 2, but can be useful if you use a helper function to issue the same warning in multiple places.

Testing deprecated functionality

Whenever you add deprecation warnings, you will need to update tests involving the functionality. The test suite should fail otherwise, because of the new warnings. We must continue to test deprecated functionality throughout the deprecation period, to ensure that it still works.

To update the tests, you need to wrap each call of deprecated behavior in its own assertion block. For subclasses of unittest.TestCase (which all Qiskit test cases are), this is done by:

class MyTestSuite(QiskitTestCase):
   def test_deprecated_function(self):
      with self.assertWarns(DeprecationWarning):
         output = deprecated_function()
      # ... do some things with output ...
      self.assertEqual(output, expected)

Documenting deprecations and breaking changes

It is important to warn the user when your breaking changes are coming.

Make sure to update the docstring of the function, so that it shows up in API reference.

You can add a Sphinx deprecated directive:

def deprecated_function():
    """
    Short description of the deprecated function.

    .. deprecated:: 0.14.0
       The function qiskit_ibm_runtime.deprecated_function() is deprecated since
       qiskit_ibm_runtime 0.14.0, and will be removed 3 months or more later.
       Instead, you should use qiskit_ibm_runtime.other_function().

    <rest of the docstring>
    """
    # ... the rest of the function ...

You should also document the deprecation in the changelog by using Reno. Explain the deprecation and how to migrate.

In particular situations where a deprecation or change might be a major disruptor for users, a migration guide might be needed. Please write these guides in Qiskit's documentation at https://github.com/Qiskit/documentation/tree/main/docs/api/migration-guides. Once the migration guide is written and published, deprecation messages and documentation should link to it.