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Release/prepare 5.0.0 (#672)
* Prepare release 5.0.0
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.github/actions/security-issues/action.yml

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- name: Install Python Toolbox / Security tool
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shell: bash
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run: |
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pip install exasol-toolbox==4.0.1
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pip install exasol-toolbox==5.0.0
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- name: Create Security Issue Report
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shell: bash

doc/changes/changelog.md

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doc/changes/changes_5.0.0.md

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# 5.0.0 - 2026-01-23
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## Summary
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In this major release, attention needs to be given to the following:
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* `gh-pages.yml` changes
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* See GitHub `upload-pages-artifact` v4
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* default Poetry version changed from `2.1.2` to `2.3.0`
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* See Poetry Update
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### GitHub `upload-pages-artifact` v4
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In v4, the developers of `upload-pages-artifact` dropped support for uploading
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dotfiles. This means that the `gh-pages.yml` has been modified such that it
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converts the generated `.html-documentation` to `html-documentation`. It was also checked
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which files are created by the nox session `docs:build`. It was found that in many cases
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that the only dotfiles produced are `.buildinfo` and `.doctrees`, which do not need
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to be uploaded for the GitHub pages to work. To verify that your project will not be
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adversely affected by these changes, please:
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1. Run the nox sessions `docs:build`
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2. Use this command to see what dotfiles are created:
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```bash
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ls -a .hmtl-documentation/ | grep "^\."
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```
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3. If there are other critical dotfiles, consider converting them. Otherwise, create
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an issue in the `python-toolbox`.
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### Poetry Update
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The default behavior for `.github/actions/python-environment/action.yml` has changed.
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In previous versions, the default value for `poetry-version` was `2.1.2`, and it is now `2.3.0`.
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* For migrating to `2.3.0`, see
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[from Poetry 2.1.x to 2.3.0](https://exasol.github.io/python-toolbox/main/user_guide/dependencies.html#from-poetry-2-1-x-to-2-3-0).
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* Depending on its poetry version, a repository relying on the default behavior of said
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action may run into breaking changes. This can easily be resolved with explicitly setting the
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`poetry-version` when calling the GitHub action. It is, however, recommended whenever
40+
possible to update the poetry version of the affected repository. Since this major release,
41+
you can, if needed, alter the `poetry-version` via the `noxconfig.py::PROJECT_CONFIG`
42+
by changing `dependency_manager_version`. If you do this, please create an issue to
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update to `2.3.0` at your earliest convenience.
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## Documentation
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* #648: Moved sonar setup instructions in the User guide
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## Features
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* #649: Restricted noxconfig usage throughout exasol.toolbox to only exasol.toolbox.nox.*
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* #647: Added summary to changelog template
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* #657: Updated `release:prepare` to modify cookiecutter template exasol-toolbox version range
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* #665: Added SECURITY.md to the cookiecutter template
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* #667: Switched GitHub workflow templates to be controlled by PROJECT_CONFIG:
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* The values in `BaseConfig.github_template_dict` are used to render the following values in
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the templates
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* `dependency_manager_version` - used for `poetry-version` in the workflows.
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The default it `2.3.0`.
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* `minimum_python_version` - used for `python-version` in the workflows whenever
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`python-version` for actions that are run once. The default is the minimum value
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in your project's defined `python_versions`
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* `os_version` - used for the GitHub runner in the workflows. The default is
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`ubuntu-24.04`
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## Refactoring
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* #624: Updated GitHub python-environment action and all code to use Poetry >= 2.3.0
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* #662: Update GitHub actions
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* `checkout` from v5 to [v6](https://github.com/actions/checkout/releases/tag/v6.0.0) - using Node.js 24
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* `upload-pages-artifact` from v3 to [v4](https://github.com/actions/upload-pages-artifact/releases/tag/v4.0.0) - breaking change
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* `download-artifact`from v6 to [v7](https://github.com/actions/download-artifact/releases/tag/v7.0.0) - using Node.js 24
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* `upload-artifact` from v5 to [v6](https://github.com/actions/upload-artifact/releases/tag/v6.0.0) - using Node.js 24
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* #667: Added deprecation warnings to `tbx workflow x` endpoints as some are unneeded
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(will be removed) and others need updates (will be moved to a nox session)
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* #669: Updated PTB GitHub workflows
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## Dependency Updates
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### `main`
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* Updated dependency `bandit:1.9.2` to `1.9.3`
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* Updated dependency `black:25.11.0` to `25.12.0`
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* Updated dependency `coverage:7.12.0` to `7.13.1`
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* Updated dependency `furo:2025.9.25` to `2025.12.19`
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* Updated dependency `import-linter:2.7` to `2.9`
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* Updated dependency `mypy:1.19.0` to `1.19.1`
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* Updated dependency `pre-commit:4.5.0` to `4.5.1`
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* Updated dependency `pysonar:1.2.1.3951` to `1.3.0.4086`
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* Updated dependency `pytest:9.0.1` to `9.0.2`
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* Added dependency `pyyaml:6.0.3`
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* Updated dependency `ruff:0.14.8` to `0.14.13`
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* Updated dependency `shibuya:2025.11.10` to `2026.1.9`
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* Updated dependency `sphinx-design:0.6.1` to `0.7.0`
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* Updated dependency `sphinx-toolbox:4.0.0` to `4.1.2`
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* Updated dependency `typer:0.20.0` to `0.21.1`
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### `dev`
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* Added dependency `types-pyyaml:6.0.12.20250915`

doc/changes/unreleased.md

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# Unreleased
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## Summary
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In this major release, attention needs to be given to the following:
6-
7-
* `gh-pages.yml` changes
8-
* See GitHub `upload-pages-artifact` v4
9-
* default Poetry version changed from `2.1.2` to `2.3.0`
10-
* See Poetry Update
11-
12-
### GitHub `upload-pages-artifact` v4
13-
14-
In v4, the developers of `upload-pages-artifact` dropped support for uploading
15-
dotfiles. This means that the `gh-pages.yml` has been modified such that it
16-
converts the generated `.html-documentation` to `html-documentation`. It was also checked
17-
which files are created by the nox session `docs:build`. It was found that in many cases
18-
that the only dotfiles produced are `.buildinfo` and `.doctrees`, which do not need
19-
to be uploaded for the GitHub pages to work. To verify that your project will not be
20-
adversely affected by these changes, please:
21-
22-
1. Run the nox sessions `docs:build`
23-
2. Use this command to see what dotfiles are created:
24-
```bash
25-
ls -a .hmtl-documentation/ | grep "^\."
26-
```
27-
3. If there are other critical dotfiles, consider converting them. Otherwise, create
28-
an issue in the `python-toolbox`.
29-
30-
### Poetry Update
31-
The default behavior for `.github/actions/python-environment/action.yml` has changed.
32-
In previous versions, the default value for `poetry-version` was `2.1.2`, and it is now `2.3.0`.
33-
34-
* For migrating to `2.3.0`, see
35-
[from Poetry 2.1.x to 2.3.0](https://exasol.github.io/python-toolbox/main/user_guide/dependencies.html#from-poetry-2-1-x-to-2-3-0).
36-
37-
* Depending on its poetry version, a repository relying on the default behavior of said
38-
action may run into breaking changes. This can easily be resolved with explicitly setting the
39-
`poetry-version` when calling the GitHub action. It is, however, recommended whenever
40-
possible to update the poetry version of the affected repository. Since this major release,
41-
you can, if needed, alter the `poetry-version` via the `noxconfig.py::PROJECT_CONFIG`
42-
by changing `dependency_manager_version`. If you do this, please create an issue to
43-
update to `2.3.0` at your earliest convenience.
44-
45-
## Documentation
46-
47-
* #648: Moved sonar setup instructions in the User guide
48-
49-
## Features
50-
51-
* #649: Restricted noxconfig usage throughout exasol.toolbox to only exasol.toolbox.nox.*
52-
* #647: Added summary to changelog template
53-
* #657: Updated `release:prepare` to modify cookiecutter template exasol-toolbox version range
54-
* #665: Added SECURITY.md to the cookiecutter template
55-
* #667: Switched GitHub workflow templates to be controlled by PROJECT_CONFIG:
56-
* The values in `BaseConfig.github_template_dict` are used to render the following values in
57-
the templates
58-
* `dependency_manager_version` - used for `poetry-version` in the workflows.
59-
The default it `2.3.0`.
60-
* `minimum_python_version` - used for `python-version` in the workflows whenever
61-
`python-version` for actions that are run once. The default is the minimum value
62-
in your project's defined `python_versions`
63-
* `os_version` - used for the GitHub runner in the workflows. The default is
64-
`ubuntu-24.04`
65-
66-
## Refactoring
67-
68-
* #624: Updated GitHub python-environment action and all code to use Poetry >= 2.3.0
69-
* #662: Update GitHub actions
70-
* `checkout` from v5 to [v6](https://github.com/actions/checkout/releases/tag/v6.0.0) - using Node.js 24
71-
* `upload-pages-artifact` from v3 to [v4](https://github.com/actions/upload-pages-artifact/releases/tag/v4.0.0) - breaking change
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* `download-artifact`from v6 to [v7](https://github.com/actions/download-artifact/releases/tag/v7.0.0) - using Node.js 24
73-
* `upload-artifact` from v5 to [v6](https://github.com/actions/upload-artifact/releases/tag/v6.0.0) - using Node.js 24
74-
* #667: Added deprecation warnings to `tbx workflow x` endpoints as some are unneeded
75-
(will be removed) and others need updates (will be moved to a nox session)
76-
* #669: Updated PTB GitHub workflows

doc/user_guide/dependencies.rst

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From Poetry 2.1.x to 2.3.0
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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It is **highly** encouraged that a developer update their ``pyproject.toml`` and
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system-wide Poetry installation to most use effectively use Poetry ``2.3.0``:
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system-wide Poetry installation to most effectively use Poetry ``2.3.0``:
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#. In your terminal, update your system-wide Poetry version:
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exasol/toolbox/templates/github/workflows/build-and-publish.yml

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uses: actions/checkout@v6
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- name: Setup Python & Poetry Environment
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uses: exasol/python-toolbox/.github/actions/python-environment@v4
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uses: exasol/python-toolbox/.github/actions/python-environment@v5
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with:
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python-version: "(( minimum_python_version ))"
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poetry-version: "(( dependency_manager_version ))"

exasol/toolbox/templates/github/workflows/check-release-tag.yml

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uses: actions/checkout@v6
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- name: Setup Python & Poetry Environment
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uses: exasol/python-toolbox/.github/actions/python-environment@v4
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uses: exasol/python-toolbox/.github/actions/python-environment@v5
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with:
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python-version: "(( minimum_python_version ))"
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poetry-version: "(( dependency_manager_version ))"

exasol/toolbox/templates/github/workflows/checks.yml

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fetch-depth: 0
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- name: Setup Python & Poetry Environment
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uses: exasol/python-toolbox/.github/actions/python-environment@v4
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uses: exasol/python-toolbox/.github/actions/python-environment@v5
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with:
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python-version: "(( minimum_python_version ))"
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poetry-version: "(( dependency_manager_version ))"
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uses: actions/checkout@v6
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- name: Setup Python & Poetry Environment
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uses: exasol/python-toolbox/.github/actions/python-environment@v4
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uses: exasol/python-toolbox/.github/actions/python-environment@v5
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with:
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python-version: "(( minimum_python_version ))"
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poetry-version: "(( dependency_manager_version ))"
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uses: actions/checkout@v6
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- name: Setup Python & Poetry Environment
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uses: exasol/python-toolbox/.github/actions/python-environment@v4
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uses: exasol/python-toolbox/.github/actions/python-environment@v5
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with:
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python-version: "(( minimum_python_version ))"
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poetry-version: "(( dependency_manager_version ))"
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uses: actions/checkout@v6
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- name: Setup Python & Poetry Environment
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uses: exasol/python-toolbox/.github/actions/python-environment@v4
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uses: exasol/python-toolbox/.github/actions/python-environment@v5
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with:
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python-version: ${{ matrix.python-version }}
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poetry-version: "(( dependency_manager_version ))"
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uses: actions/checkout@v6
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- name: Setup Python & Poetry Environment
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uses: exasol/python-toolbox/.github/actions/python-environment@v4
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uses: exasol/python-toolbox/.github/actions/python-environment@v5
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with:
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python-version: ${{ matrix.python-version }}
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poetry-version: "(( dependency_manager_version ))"
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uses: actions/checkout@v6
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- name: Setup Python & Poetry Environment
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uses: exasol/python-toolbox/.github/actions/python-environment@v4
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uses: exasol/python-toolbox/.github/actions/python-environment@v5
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with:
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python-version: ${{ matrix.python-version }}
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poetry-version: "(( dependency_manager_version ))"
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uses: actions/checkout@v6
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- name: Setup Python & Poetry Environment
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uses: exasol/python-toolbox/.github/actions/python-environment@v4
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uses: exasol/python-toolbox/.github/actions/python-environment@v5
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with:
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python-version: "(( minimum_python_version ))"
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poetry-version: "(( dependency_manager_version ))"
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uses: actions/checkout@v6
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- name: Setup Python & Poetry Environment
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uses: exasol/python-toolbox/.github/actions/python-environment@v4
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uses: exasol/python-toolbox/.github/actions/python-environment@v5
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with:
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python-version: "(( minimum_python_version ))"
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poetry-version: "(( dependency_manager_version ))"
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uses: actions/checkout@v6
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- name: Setup Python & Poetry Environment
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uses: exasol/python-toolbox/.github/actions/python-environment@v4
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uses: exasol/python-toolbox/.github/actions/python-environment@v5
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with:
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python-version: ${{ matrix.python-version }}
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poetry-version: "(( dependency_manager_version ))"

exasol/toolbox/templates/github/workflows/gh-pages.yml

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fetch-depth: 0
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- name: Setup Python & Poetry Environment
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uses: exasol/python-toolbox/.github/actions/python-environment@v4
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uses: exasol/python-toolbox/.github/actions/python-environment@v5
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with:
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python-version: "(( minimum_python_version ))"
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poetry-version: "(( dependency_manager_version ))"

exasol/toolbox/templates/github/workflows/matrix-all.yml

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uses: actions/checkout@v6
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- name: Setup Python & Poetry Environment
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uses: exasol/python-toolbox/.github/actions/python-environment@v4
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uses: exasol/python-toolbox/.github/actions/python-environment@v5
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with:
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python-version: "(( minimum_python_version ))"
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poetry-version: "(( dependency_manager_version ))"

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