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docs: dedicate a file for miscel functionalities 

these should be properly grouped but for now I'm just
leaving them here
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docs/userguide/miscellaneous.txt
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Using ``find_packages()``
-------------------------
For simple projects, it's usually easy enough to manually add packages to
the ``packages`` argument of ``setup()``. However, for very large projects
(Twisted, PEAK, Zope, Chandler, etc.), it can be a big burden to keep the
package list updated. That's what ``setuptools.find_packages()`` is for.
``find_packages()`` takes a source directory and two lists of package name
patterns to exclude and include. If omitted, the source directory defaults to
the same
directory as the setup script. Some projects use a ``src`` or ``lib``
directory as the root of their source tree, and those projects would of course
use ``"src"`` or ``"lib"`` as the first argument to ``find_packages()``. (And
such projects also need something like ``package_dir={"": "src"}`` in their
``setup()`` arguments, but that's just a normal distutils thing.)
Anyway, ``find_packages()`` walks the target directory, filtering by inclusion
patterns, and finds Python packages (any directory). Packages are only
recognized if they include an ``__init__.py`` file. Finally, exclusion
patterns are applied to remove matching packages.
Inclusion and exclusion patterns are package names, optionally including
wildcards. For
example, ``find_packages(exclude=["*.tests"])`` will exclude all packages whose
last name part is ``tests``. Or, ``find_packages(exclude=["*.tests",
"*.tests.*"])`` will also exclude any subpackages of packages named ``tests``,
but it still won't exclude a top-level ``tests`` package or the children
thereof. In fact, if you really want no ``tests`` packages at all, you'll need
something like this::
find_packages(exclude=["*.tests", "*.tests.*", "tests.*", "tests"])
in order to cover all the bases. Really, the exclusion patterns are intended
to cover simpler use cases than this, like excluding a single, specified
package and its subpackages.
Regardless of the parameters, the ``find_packages()``
function returns a list of package names suitable for use as the ``packages``
argument to ``setup()``, and so is usually the easiest way to set that
argument in your setup script. Especially since it frees you from having to
remember to modify your setup script whenever your project grows additional
top-level packages or subpackages.
``find_namespace_packages()``
-----------------------------
In Python 3.3+, ``setuptools`` also provides the ``find_namespace_packages`` variant
of ``find_packages``, which has the same function signature as
``find_packages``, but works with `PEP 420`_ compliant implicit namespace
packages. Here is a minimal setup script using ``find_namespace_packages``::
from setuptools import setup, find_namespace_packages
setup(
name="HelloWorld",
version="0.1",
packages=find_namespace_packages(),
)
Keep in mind that according to PEP 420, you may have to either re-organize your
codebase a bit or define a few exclusions, as the definition of an implicit
namespace package is quite lenient, so for a project organized like so::
├── namespace
│   └── mypackage
│   ├── __init__.py
│   └── mod1.py
├── setup.py
└── tests
└── test_mod1.py
A naive ``find_namespace_packages()`` would install both ``namespace.mypackage`` and a
top-level package called ``tests``! One way to avoid this problem is to use the
``include`` keyword to whitelist the packages to include, like so::
from setuptools import setup, find_namespace_packages
setup(
name="namespace.mypackage",
version="0.1",
packages=find_namespace_packages(include=["namespace.*"])
)
Another option is to use the "src" layout, where all package code is placed in
the ``src`` directory, like so::
├── setup.py
├── src
│   └── namespace
│   └── mypackage
│   ├── __init__.py
│   └── mod1.py
└── tests
└── test_mod1.py
With this layout, the package directory is specified as ``src``, as such::
setup(name="namespace.mypackage",
version="0.1",
package_dir={"": "src"},
packages=find_namespace_packages(where="src"))
.. _PEP 420: https://www.python.org/dev/peps/pep-0420/
Automatic Script Creation
=========================
Packaging and installing scripts can be a bit awkward with the distutils. For
one thing, there's no easy way to have a script's filename match local
conventions on both Windows and POSIX platforms. For another, you often have
to create a separate file just for the "main" script, when your actual "main"
is a function in a module somewhere. And even in Python 2.4, using the ``-m``
option only works for actual ``.py`` files that aren't installed in a package.
``setuptools`` fixes all of these problems by automatically generating scripts
for you with the correct extension, and on Windows it will even create an
``.exe`` file so that users don't have to change their ``PATHEXT`` settings.
The way to use this feature is to define "entry points" in your setup script
that indicate what function the generated script should import and run. For
example, to create two console scripts called ``foo`` and ``bar``, and a GUI
script called ``baz``, you might do something like this::
setup(
# other arguments here...
entry_points={
"console_scripts": [
"foo = my_package.some_module:main_func",
"bar = other_module:some_func",
],
"gui_scripts": [
"baz = my_package_gui:start_func",
]
}
)
When this project is installed on non-Windows platforms (using "setup.py
install", "setup.py develop", or with pip), a set of ``foo``, ``bar``,
and ``baz`` scripts will be installed that import ``main_func`` and
``some_func`` from the specified modules. The functions you specify are
called with no arguments, and their return value is passed to
``sys.exit()``, so you can return an errorlevel or message to print to
stderr.
On Windows, a set of ``foo.exe``, ``bar.exe``, and ``baz.exe`` launchers are
created, alongside a set of ``foo.py``, ``bar.py``, and ``baz.pyw`` files. The
``.exe`` wrappers find and execute the right version of Python to run the
``.py`` or ``.pyw`` file.
You may define as many "console script" and "gui script" entry points as you
like, and each one can optionally specify "extras" that it depends on, that
will be added to ``sys.path`` when the script is run. For more information on
"extras", see the section below on `Declaring Extras`_. For more information
on "entry points" in general, see the section below on `Dynamic Discovery of
Services and Plugins`_.
Declaring Dependencies
======================
``setuptools`` supports automatically installing dependencies when a package is
installed, and including information about dependencies in Python Eggs (so that
package management tools like pip can use the information).
``setuptools`` and ``pkg_resources`` use a common syntax for specifying a
project's required dependencies. This syntax consists of a project's PyPI
name, optionally followed by a comma-separated list of "extras" in square
brackets, optionally followed by a comma-separated list of version
specifiers. A version specifier is one of the operators ``<``, ``>``, ``<=``,
``>=``, ``==`` or ``!=``, followed by a version identifier. Tokens may be
separated by whitespace, but any whitespace or nonstandard characters within a
project name or version identifier must be replaced with ``-``.
Version specifiers for a given project are internally sorted into ascending
version order, and used to establish what ranges of versions are acceptable.
Adjacent redundant conditions are also consolidated (e.g. ``">1, >2"`` becomes
``">2"``, and ``"<2,<3"`` becomes ``"<2"``). ``"!="`` versions are excised from
the ranges they fall within. A project's version is then checked for
membership in the resulting ranges. (Note that providing conflicting conditions
for the same version (e.g. "<2,>=2" or "==2,!=2") is meaningless and may
therefore produce bizarre results.)
Here are some example requirement specifiers::
docutils >= 0.3
# comment lines and \ continuations are allowed in requirement strings
BazSpam ==1.1, ==1.2, ==1.3, ==1.4, ==1.5, \
==1.6, ==1.7 # and so are line-end comments
PEAK[FastCGI, reST]>=0.5a4
setuptools==0.5a7
The simplest way to include requirement specifiers is to use the
``install_requires`` argument to ``setup()``. It takes a string or list of
strings containing requirement specifiers. If you include more than one
requirement in a string, each requirement must begin on a new line.
This has three effects:
1. When your project is installed, either by using pip, ``setup.py install``,
or ``setup.py develop``, all of the dependencies not already installed will
be located (via PyPI), downloaded, built (if necessary), and installed.
2. Any scripts in your project will be installed with wrappers that verify
the availability of the specified dependencies at runtime, and ensure that
the correct versions are added to ``sys.path`` (e.g. if multiple versions
have been installed).
3. Python Egg distributions will include a metadata file listing the
dependencies.
Note, by the way, that if you declare your dependencies in ``setup.py``, you do
*not* need to use the ``require()`` function in your scripts or modules, as
long as you either install the project or use ``setup.py develop`` to do
development work on it. (See `"Development Mode"`_ below for more details on
using ``setup.py develop``.)
Dependencies that aren't in PyPI
--------------------------------
.. warning::
Dependency links support has been dropped by pip starting with version
19.0 (released 2019-01-22).
If your project depends on packages that don't exist on PyPI, you may still be
able to depend on them, as long as they are available for download as:
- an egg, in the standard distutils ``sdist`` format,
- a single ``.py`` file, or
- a VCS repository (Subversion, Mercurial, or Git).
You just need to add some URLs to the ``dependency_links`` argument to
``setup()``.
The URLs must be either:
1. direct download URLs,
2. the URLs of web pages that contain direct download links, or
3. the repository's URL
In general, it's better to link to web pages, because it is usually less
complex to update a web page than to release a new version of your project.
You can also use a SourceForge ``showfiles.php`` link in the case where a
package you depend on is distributed via SourceForge.
If you depend on a package that's distributed as a single ``.py`` file, you
must include an ``"#egg=project-version"`` suffix to the URL, to give a project
name and version number. (Be sure to escape any dashes in the name or version
by replacing them with underscores.) EasyInstall will recognize this suffix
and automatically create a trivial ``setup.py`` to wrap the single ``.py`` file
as an egg.
In the case of a VCS checkout, you should also append ``#egg=project-version``
in order to identify for what package that checkout should be used. You can
append ``@REV`` to the URL's path (before the fragment) to specify a revision.
Additionally, you can also force the VCS being used by prepending the URL with
a certain prefix. Currently available are:
- ``svn+URL`` for Subversion,
- ``git+URL`` for Git, and
- ``hg+URL`` for Mercurial
A more complete example would be:
``vcs+proto://host/path@revision#egg=project-version``
Be careful with the version. It should match the one inside the project files.
If you want to disregard the version, you have to omit it both in the
``requires`` and in the URL's fragment.
This will do a checkout (or a clone, in Git and Mercurial parlance) to a
temporary folder and run ``setup.py bdist_egg``.
The ``dependency_links`` option takes the form of a list of URL strings. For
example, this will cause a search of the specified page for eggs or source
distributions, if the package's dependencies aren't already installed::
setup(
...
dependency_links=[
"http://peak.telecommunity.com/snapshots/"
],
)
.. _Declaring Extras:
Declaring "Extras" (optional features with their own dependencies)
------------------------------------------------------------------
Sometimes a project has "recommended" dependencies, that are not required for
all uses of the project. For example, a project might offer optional PDF
output if ReportLab is installed, and reStructuredText support if docutils is
installed. These optional features are called "extras", and setuptools allows
you to define their requirements as well. In this way, other projects that
require these optional features can force the additional requirements to be
installed, by naming the desired extras in their ``install_requires``.
For example, let's say that Project A offers optional PDF and reST support::
setup(
name="Project-A",
...
extras_require={
"PDF": ["ReportLab>=1.2", "RXP"],
"reST": ["docutils>=0.3"],
}
)
As you can see, the ``extras_require`` argument takes a dictionary mapping
names of "extra" features, to strings or lists of strings describing those
features' requirements. These requirements will *not* be automatically
installed unless another package depends on them (directly or indirectly) by
including the desired "extras" in square brackets after the associated project
name. (Or if the extras were listed in a requirement spec on the "pip install"
command line.)
Extras can be used by a project's `entry points`_ to specify dynamic
dependencies. For example, if Project A includes a "rst2pdf" script, it might
declare it like this, so that the "PDF" requirements are only resolved if the
"rst2pdf" script is run::
setup(
name="Project-A",
...
entry_points={
"console_scripts": [
"rst2pdf = project_a.tools.pdfgen [PDF]",
"rst2html = project_a.tools.htmlgen",
# more script entry points ...
],
}
)
Projects can also use another project's extras when specifying dependencies.
For example, if project B needs "project A" with PDF support installed, it
might declare the dependency like this::
setup(
name="Project-B",
install_requires=["Project-A[PDF]"],
...
)
This will cause ReportLab to be installed along with project A, if project B is
installed -- even if project A was already installed. In this way, a project
can encapsulate groups of optional "downstream dependencies" under a feature
name, so that packages that depend on it don't have to know what the downstream
dependencies are. If a later version of Project A builds in PDF support and
no longer needs ReportLab, or if it ends up needing other dependencies besides
ReportLab in order to provide PDF support, Project B's setup information does
not need to change, but the right packages will still be installed if needed.
Note, by the way, that if a project ends up not needing any other packages to
support a feature, it should keep an empty requirements list for that feature
in its ``extras_require`` argument, so that packages depending on that feature
don't break (due to an invalid feature name). For example, if Project A above
builds in PDF support and no longer needs ReportLab, it could change its
setup to this::
setup(
name="Project-A",
...
extras_require={
"PDF": [],
"reST": ["docutils>=0.3"],
}
)
so that Package B doesn't have to remove the ``[PDF]`` from its requirement
specifier.
.. _Platform Specific Dependencies:
Declaring platform specific dependencies
----------------------------------------
Sometimes a project might require a dependency to run on a specific platform.
This could to a package that back ports a module so that it can be used in
older python versions. Or it could be a package that is required to run on a
specific operating system. This will allow a project to work on multiple
different platforms without installing dependencies that are not required for
a platform that is installing the project.
For example, here is a project that uses the ``enum`` module and ``pywin32``::
setup(
name="Project",
...
install_requires=[
"enum34;python_version<'3.4'",
"pywin32 >= 1.0;platform_system=='Windows'"
]
)
Since the ``enum`` module was added in Python 3.4, it should only be installed
if the python version is earlier. Since ``pywin32`` will only be used on
windows, it should only be installed when the operating system is Windows.
Specifying version requirements for the dependencies is supported as normal.
The environmental markers that may be used for testing platform types are
detailed in `PEP 508`_.
.. _PEP 508: https://www.python.org/dev/peps/pep-0508/
Including Data Files
====================
The distutils have traditionally allowed installation of "data files", which
are placed in a platform-specific location. However, the most common use case
for data files distributed with a package is for use *by* the package, usually
by including the data files in the package directory.
Setuptools offers three ways to specify data files to be included in your
packages. First, you can simply use the ``include_package_data`` keyword,
e.g.::
from setuptools import setup, find_packages
setup(
...
include_package_data=True
)
This tells setuptools to install any data files it finds in your packages.
The data files must be specified via the distutils' ``MANIFEST.in`` file.
(They can also be tracked by a revision control system, using an appropriate
plugin. See the section below on `Adding Support for Revision Control
Systems`_ for information on how to write such plugins.)
If you want finer-grained control over what files are included (for example,
if you have documentation files in your package directories and want to exclude
them from installation), then you can also use the ``package_data`` keyword,
e.g.::
from setuptools import setup, find_packages
setup(
...
package_data={
# If any package contains *.txt or *.rst files, include them:
"": ["*.txt", "*.rst"],
# And include any *.msg files found in the "hello" package, too:
"hello": ["*.msg"],
}
)
The ``package_data`` argument is a dictionary that maps from package names to
lists of glob patterns. The globs may include subdirectory names, if the data
files are contained in a subdirectory of the package. For example, if the
package tree looks like this::
setup.py
src/
mypkg/
__init__.py
mypkg.txt
data/
somefile.dat
otherdata.dat
The setuptools setup file might look like this::
from setuptools import setup, find_packages
setup(
...
packages=find_packages("src"), # include all packages under src
package_dir={"": "src"}, # tell distutils packages are under src
package_data={
# If any package contains *.txt files, include them:
"": ["*.txt"],
# And include any *.dat files found in the "data" subdirectory
# of the "mypkg" package, also:
"mypkg": ["data/*.dat"],
}
)
Notice that if you list patterns in ``package_data`` under the empty string,
these patterns are used to find files in every package, even ones that also
have their own patterns listed. Thus, in the above example, the ``mypkg.txt``
file gets included even though it's not listed in the patterns for ``mypkg``.
Also notice that if you use paths, you *must* use a forward slash (``/``) as
the path separator, even if you are on Windows. Setuptools automatically
converts slashes to appropriate platform-specific separators at build time.
If datafiles are contained in a subdirectory of a package that isn't a package
itself (no ``__init__.py``), then the subdirectory names (or ``*``) are required
in the ``package_data`` argument (as shown above with ``"data/*.dat"``).
When building an ``sdist``, the datafiles are also drawn from the
``package_name.egg-info/SOURCES.txt`` file, so make sure that this is removed if
the ``setup.py`` ``package_data`` list is updated before calling ``setup.py``.
(Note: although the ``package_data`` argument was previously only available in
``setuptools``, it was also added to the Python ``distutils`` package as of
Python 2.4; there is `some documentation for the feature`__ available on the
python.org website. If using the setuptools-specific ``include_package_data``
argument, files specified by ``package_data`` will *not* be automatically
added to the manifest unless they are listed in the MANIFEST.in file.)
__ https://docs.python.org/3/distutils/setupscript.html#installing-package-data
Sometimes, the ``include_package_data`` or ``package_data`` options alone
aren't sufficient to precisely define what files you want included. For
example, you may want to include package README files in your revision control
system and source distributions, but exclude them from being installed. So,
setuptools offers an ``exclude_package_data`` option as well, that allows you
to do things like this::
from setuptools import setup, find_packages
setup(
...
packages=find_packages("src"), # include all packages under src
package_dir={"": "src"}, # tell distutils packages are under src
include_package_data=True, # include everything in source control
# ...but exclude README.txt from all packages
exclude_package_data={"": ["README.txt"]},
)
The ``exclude_package_data`` option is a dictionary mapping package names to
lists of wildcard patterns, just like the ``package_data`` option. And, just
as with that option, a key of ``""`` will apply the given pattern(s) to all
packages. However, any files that match these patterns will be *excluded*
from installation, even if they were listed in ``package_data`` or were
included as a result of using ``include_package_data``.
In summary, the three options allow you to:
``include_package_data``
Accept all data files and directories matched by ``MANIFEST.in``.
``package_data``
Specify additional patterns to match files that may or may
not be matched by ``MANIFEST.in`` or found in source control.
``exclude_package_data``
Specify patterns for data files and directories that should *not* be
included when a package is installed, even if they would otherwise have
been included due to the use of the preceding options.
NOTE: Due to the way the distutils build process works, a data file that you
include in your project and then stop including may be "orphaned" in your
project's build directories, requiring you to run ``setup.py clean --all`` to
fully remove them. This may also be important for your users and contributors
if they track intermediate revisions of your project using Subversion; be sure
to let them know when you make changes that remove files from inclusion so they
can run ``setup.py clean --all``.
Accessing Data Files at Runtime
-------------------------------
Typically, existing programs manipulate a package's ``__file__`` attribute in
order to find the location of data files. However, this manipulation isn't
compatible with PEP 302-based import hooks, including importing from zip files
and Python Eggs. It is strongly recommended that, if you are using data files,
you should use the :ref:`ResourceManager API` of ``pkg_resources`` to access
them. The ``pkg_resources`` module is distributed as part of setuptools, so if
you're using setuptools to distribute your package, there is no reason not to
use its resource management API. See also `Importlib Resources`_ for
a quick example of converting code that uses ``__file__`` to use
``pkg_resources`` instead.
.. _Importlib Resources: https://docs.python.org/3/library/importlib.html#module-importlib.resources
Non-Package Data Files
----------------------
Historically, ``setuptools`` by way of ``easy_install`` would encapsulate data
files from the distribution into the egg (see `the old docs
<https://github.com/pypa/setuptools/blob/52aacd5b276fedd6849c3a648a0014f5da563e93/docs/setuptools.txt#L970-L1001>`_). As eggs are deprecated and pip-based installs
fall back to the platform-specific location for installing data files, there is
no supported facility to reliably retrieve these resources.
Instead, the PyPA recommends that any data files you wish to be accessible at
run time be included in the package.
Automatic Resource Extraction
-----------------------------
......@@ -621,76 +35,6 @@ files, or Python plus C, you really don't need this. You've got to be using
either C or an external program that needs "real" files in your project before
there's any possibility of ``eager_resources`` being relevant to your project.
Extensible Applications and Frameworks
======================================
.. _Entry Points:
Dynamic Discovery of Services and Plugins
-----------------------------------------
``setuptools`` supports creating libraries that "plug in" to extensible
applications and frameworks, by letting you register "entry points" in your
project that can be imported by the application or framework.
For example, suppose that a blogging tool wants to support plugins
that provide translation for various file types to the blog's output format.
The framework might define an "entry point group" called ``blogtool.parsers``,
and then allow plugins to register entry points for the file extensions they
support.
This would allow people to create distributions that contain one or more
parsers for different file types, and then the blogging tool would be able to
find the parsers at runtime by looking up an entry point for the file
extension (or mime type, or however it wants to).
Note that if the blogging tool includes parsers for certain file formats, it
can register these as entry points in its own setup script, which means it
doesn't have to special-case its built-in formats. They can just be treated
the same as any other plugin's entry points would be.
If you're creating a project that plugs in to an existing application or
framework, you'll need to know what entry points or entry point groups are
defined by that application or framework. Then, you can register entry points
in your setup script. Here are a few examples of ways you might register an
``.rst`` file parser entry point in the ``blogtool.parsers`` entry point group,
for our hypothetical blogging tool::
setup(
# ...
entry_points={"blogtool.parsers": ".rst = some_module:SomeClass"}
)
setup(
# ...
entry_points={"blogtool.parsers": [".rst = some_module:a_func"]}
)
setup(
# ...
entry_points="""
[blogtool.parsers]
.rst = some.nested.module:SomeClass.some_classmethod [reST]
""",
extras_require=dict(reST="Docutils>=0.3.5")
)
The ``entry_points`` argument to ``setup()`` accepts either a string with
``.ini``-style sections, or a dictionary mapping entry point group names to
either strings or lists of strings containing entry point specifiers. An
entry point specifier consists of a name and value, separated by an ``=``
sign. The value consists of a dotted module name, optionally followed by a
``:`` and a dotted identifier naming an object within the module. It can
also include a bracketed list of "extras" that are required for the entry
point to be used. When the invoking application or framework requests loading
of an entry point, any requirements implied by the associated extras will be
passed to ``pkg_resources.require()``, so that an appropriate error message
can be displayed if the needed package(s) are missing. (Of course, the
invoking app or framework can ignore such errors if it wants to make an entry
point optional if a requirement isn't installed.)
Defining Additional Metadata
----------------------------
......@@ -705,107 +49,6 @@ for many of the ``setup()`` arguments it adds. See the section below on
`Creating distutils Extensions`_ for more details, especially the subsection on
`Adding new EGG-INFO Files`_.
"Development Mode"
==================
Under normal circumstances, the ``distutils`` assume that you are going to
build a distribution of your project, not use it in its "raw" or "unbuilt"
form. If you were to use the ``distutils`` that way, you would have to rebuild
and reinstall your project every time you made a change to it during
development.
Another problem that sometimes comes up with the ``distutils`` is that you may
need to do development on two related projects at the same time. You may need
to put both projects' packages in the same directory to run them, but need to
keep them separate for revision control purposes. How can you do this?
Setuptools allows you to deploy your projects for use in a common directory or
staging area, but without copying any files. Thus, you can edit each project's
code in its checkout directory, and only need to run build commands when you
change a project's C extensions or similarly compiled files. You can even
deploy a project into another project's checkout directory, if that's your
preferred way of working (as opposed to using a common independent staging area
or the site-packages directory).
To do this, use the ``setup.py develop`` command. It works very similarly to
``setup.py install``, except that it doesn't actually install anything.
Instead, it creates a special ``.egg-link`` file in the deployment directory,
that links to your project's source code. And, if your deployment directory is
Python's ``site-packages`` directory, it will also update the
``easy-install.pth`` file to include your project's source code, thereby making
it available on ``sys.path`` for all programs using that Python installation.
If you have enabled the ``use_2to3`` flag, then of course the ``.egg-link``
will not link directly to your source code when run under Python 3, since
that source code would be made for Python 2 and not work under Python 3.
Instead the ``setup.py develop`` will build Python 3 code under the ``build``
directory, and link there. This means that after doing code changes you will
have to run ``setup.py build`` before these changes are picked up by your
Python 3 installation.
In addition, the ``develop`` command creates wrapper scripts in the target
script directory that will run your in-development scripts after ensuring that
all your ``install_requires`` packages are available on ``sys.path``.
You can deploy the same project to multiple staging areas, e.g. if you have
multiple projects on the same machine that are sharing the same project you're
doing development work.
When you're done with a given development task, you can remove the project
source from a staging area using ``setup.py develop --uninstall``, specifying
the desired staging area if it's not the default.
There are several options to control the precise behavior of the ``develop``
command; see the section on the `develop`_ command below for more details.
Note that you can also apply setuptools commands to non-setuptools projects,
using commands like this::
python -c "import setuptools; with open('setup.py') as f: exec(compile(f.read(), 'setup.py', 'exec'))" develop
That is, you can simply list the normal setup commands and options following
the quoted part.
Distributing a ``setuptools``-based project
===========================================
Detailed instructions to distribute a setuptools project can be found at
`Packaging project tutorials`_.
.. _Packaging project tutorials: https://packaging.python.org/tutorials/packaging-projects/#generating-distribution-archives
Before you begin, make sure you have the latest versions of setuptools and wheel::
pip install --upgrade setuptools wheel
To build a setuptools project, run this command from the same directory where
setup.py is located::
setup.py sdist bdist_wheel
This will generate distribution archives in the `dist` directory.
Before you upload the generated archives make sure you're registered on
https://test.pypi.org/account/register/. You will also need to verify your email
to be able to upload any packages.
You should install twine to be able to upload packages::
pip install --upgrade twine
Now, to upload these archives, run::
twine upload --repository-url https://test.pypi.org/legacy/ dist/*
To install your newly uploaded package ``example_pkg``, you can use pip::
pip install --index-url https://test.pypi.org/simple/ example_pkg
If you have issues at any point, please refer to `Packaging project tutorials`_
for clarification.
Setting the ``zip_safe`` flag
-----------------------------
......@@ -849,543 +92,3 @@ correctly when installed as a zipfile, correct any problems if you can, and
then make an explicit declaration of ``True`` or ``False`` for the ``zip_safe``
flag, so that it will not be necessary for ``bdist_egg`` to try to guess
whether your project can work as a zipfile.
.. _Namespace Packages:
Namespace Packages
------------------
Sometimes, a large package is more useful if distributed as a collection of
smaller eggs. However, Python does not normally allow the contents of a
package to be retrieved from more than one location. "Namespace packages"
are a solution for this problem. When you declare a package to be a namespace
package, it means that the package has no meaningful contents in its
``__init__.py``, and that it is merely a container for modules and subpackages.
The ``pkg_resources`` runtime will then automatically ensure that the contents
of namespace packages that are spread over multiple eggs or directories are
combined into a single "virtual" package.
The ``namespace_packages`` argument to ``setup()`` lets you declare your
project's namespace packages, so that they will be included in your project's
metadata. The argument should list the namespace packages that the egg
participates in. For example, the ZopeInterface project might do this::
setup(
# ...
namespace_packages=["zope"]
)
because it contains a ``zope.interface`` package that lives in the ``zope``
namespace package. Similarly, a project for a standalone ``zope.publisher``
would also declare the ``zope`` namespace package. When these projects are
installed and used, Python will see them both as part of a "virtual" ``zope``
package, even though they will be installed in different locations.
Namespace packages don't have to be top-level packages. For example, Zope 3's
``zope.app`` package is a namespace package, and in the future PEAK's
``peak.util`` package will be too.
Note, by the way, that your project's source tree must include the namespace
packages' ``__init__.py`` files (and the ``__init__.py`` of any parent
packages), in a normal Python package layout. These ``__init__.py`` files
*must* contain the line::
__import__("pkg_resources").declare_namespace(__name__)
This code ensures that the namespace package machinery is operating and that
the current package is registered as a namespace package.
You must NOT include any other code and data in a namespace package's
``__init__.py``. Even though it may appear to work during development, or when
projects are installed as ``.egg`` files, it will not work when the projects
are installed using "system" packaging tools -- in such cases the
``__init__.py`` files will not be installed, let alone executed.
You must include the ``declare_namespace()`` line in the ``__init__.py`` of
*every* project that has contents for the namespace package in question, in
order to ensure that the namespace will be declared regardless of which
project's copy of ``__init__.py`` is loaded first. If the first loaded
``__init__.py`` doesn't declare it, it will never *be* declared, because no
other copies will ever be loaded!
Tagging and "Daily Build" or "Snapshot" Releases
------------------------------------------------
When a set of related projects are under development, it may be important to
track finer-grained version increments than you would normally use for e.g.
"stable" releases. While stable releases might be measured in dotted numbers
with alpha/beta/etc. status codes, development versions of a project often
need to be tracked by revision or build number or even build date. This is
especially true when projects in development need to refer to one another, and
therefore may literally need an up-to-the-minute version of something!
To support these scenarios, ``setuptools`` allows you to "tag" your source and
egg distributions by adding one or more of the following to the project's
"official" version identifier:
* A manually-specified pre-release tag, such as "build" or "dev", or a
manually-specified post-release tag, such as a build or revision number
(``--tag-build=STRING, -bSTRING``)
* An 8-character representation of the build date (``--tag-date, -d``), as
a postrelease tag
You can add these tags by adding ``egg_info`` and the desired options to
the command line ahead of the ``sdist`` or ``bdist`` commands that you want
to generate a daily build or snapshot for. See the section below on the
`egg_info`_ command for more details.
(Also, before you release your project, be sure to see the section above on
`Specifying Your Project's Version`_ for more information about how pre- and
post-release tags affect how version numbers are interpreted. This is
important in order to make sure that dependency processing tools will know
which versions of your project are newer than others.)
Finally, if you are creating builds frequently, and either building them in a
downloadable location or are copying them to a distribution server, you should
probably also check out the `rotate`_ command, which lets you automatically
delete all but the N most-recently-modified distributions matching a glob
pattern. So, you can use a command line like::
setup.py egg_info -rbDEV bdist_egg rotate -m.egg -k3
to build an egg whose version info includes "DEV-rNNNN" (where NNNN is the
most recent Subversion revision that affected the source tree), and then
delete any egg files from the distribution directory except for the three
that were built most recently.
If you have to manage automated builds for multiple packages, each with
different tagging and rotation policies, you may also want to check out the
`alias`_ command, which would let each package define an alias like ``daily``
that would perform the necessary tag, build, and rotate commands. Then, a
simpler script or cron job could just run ``setup.py daily`` in each project
directory. (And, you could also define sitewide or per-user default versions
of the ``daily`` alias, so that projects that didn't define their own would
use the appropriate defaults.)
Generating Source Distributions
-------------------------------
``setuptools`` enhances the distutils' default algorithm for source file
selection with pluggable endpoints for looking up files to include. If you are
using a revision control system, and your source distributions only need to
include files that you're tracking in revision control, use a corresponding
plugin instead of writing a ``MANIFEST.in`` file. See the section below on
`Adding Support for Revision Control Systems`_ for information on plugins.
If you need to include automatically generated files, or files that are kept in
an unsupported revision control system, you'll need to create a ``MANIFEST.in``
file to specify any files that the default file location algorithm doesn't
catch. See the distutils documentation for more information on the format of
the ``MANIFEST.in`` file.
But, be sure to ignore any part of the distutils documentation that deals with
``MANIFEST`` or how it's generated from ``MANIFEST.in``; setuptools shields you
from these issues and doesn't work the same way in any case. Unlike the
distutils, setuptools regenerates the source distribution manifest file
every time you build a source distribution, and it builds it inside the
project's ``.egg-info`` directory, out of the way of your main project
directory. You therefore need not worry about whether it is up-to-date or not.
Indeed, because setuptools' approach to determining the contents of a source
distribution is so much simpler, its ``sdist`` command omits nearly all of
the options that the distutils' more complex ``sdist`` process requires. For
all practical purposes, you'll probably use only the ``--formats`` option, if
you use any option at all.
Making "Official" (Non-Snapshot) Releases
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
When you make an official release, creating source or binary distributions,
you will need to override the tag settings from ``setup.cfg``, so that you
don't end up registering versions like ``foobar-0.7a1.dev-r34832``. This is
easy to do if you are developing on the trunk and using tags or branches for
your releases - just make the change to ``setup.cfg`` after branching or
tagging the release, so the trunk will still produce development snapshots.
Alternately, if you are not branching for releases, you can override the
default version options on the command line, using something like::
setup.py egg_info -Db "" sdist bdist_egg
The first part of this command (``egg_info -Db ""``) will override the
configured tag information, before creating source and binary eggs. Thus, these
commands will use the plain version from your ``setup.py``, without adding the
build designation string.
Of course, if you will be doing this a lot, you may wish to create a personal
alias for this operation, e.g.::
setup.py alias -u release egg_info -Db ""
You can then use it like this::
setup.py release sdist bdist_egg
Or of course you can create more elaborate aliases that do all of the above.
See the sections below on the `egg_info`_ and `alias`_ commands for more ideas.
Distributing Extensions compiled with Cython
--------------------------------------------
``setuptools`` will detect at build time whether Cython is installed or not.
If Cython is not found ``setuptools`` will ignore pyx files.
To ensure Cython is available, include Cython in the build-requires section
of your pyproject.toml::
[build-system]
requires=[..., "cython"]
Built with pip 10 or later, that declaration is sufficient to include Cython
in the build. For broader compatibility, declare the dependency in your
setup-requires of setup.cfg::
[options]
setup_requires =
...
cython
As long as Cython is present in the build environment, ``setuptools`` includes
transparent support for building Cython extensions, as
long as extensions are defined using ``setuptools.Extension``.
If you follow these rules, you can safely list ``.pyx`` files as the source
of your ``Extension`` objects in the setup script. If it is, then ``setuptools``
will use it.
Of course, for this to work, your source distributions must include the C
code generated by Cython, as well as your original ``.pyx`` files. This means
that you will probably want to include current ``.c`` files in your revision
control system, rebuilding them whenever you check changes in for the ``.pyx``
source files. This will ensure that people tracking your project in a revision
control system will be able to build it even if they don't have Cython
installed, and that your source releases will be similarly usable with or
without Cython.
--------------------------------
Extending and Reusing Setuptools
--------------------------------
Creating ``distutils`` Extensions
=================================
It can be hard to add new commands or setup arguments to the distutils. But
the ``setuptools`` package makes it a bit easier, by allowing you to distribute
a distutils extension as a separate project, and then have projects that need
the extension just refer to it in their ``setup_requires`` argument.
With ``setuptools``, your distutils extension projects can hook in new
commands and ``setup()`` arguments just by defining "entry points". These
are mappings from command or argument names to a specification of where to
import a handler from. (See the section on `Dynamic Discovery of Services and
Plugins`_ above for some more background on entry points.)
Adding Commands
---------------
You can add new ``setup`` commands by defining entry points in the
``distutils.commands`` group. For example, if you wanted to add a ``foo``
command, you might add something like this to your distutils extension
project's setup script::
setup(
# ...
entry_points={
"distutils.commands": [
"foo = mypackage.some_module:foo",
],
},
)
(Assuming, of course, that the ``foo`` class in ``mypackage.some_module`` is
a ``setuptools.Command`` subclass.)
Once a project containing such entry points has been activated on ``sys.path``,
(e.g. by running "install" or "develop" with a site-packages installation
directory) the command(s) will be available to any ``setuptools``-based setup
scripts. It is not necessary to use the ``--command-packages`` option or
to monkeypatch the ``distutils.command`` package to install your commands;
``setuptools`` automatically adds a wrapper to the distutils to search for
entry points in the active distributions on ``sys.path``. In fact, this is
how setuptools' own commands are installed: the setuptools project's setup
script defines entry points for them!
Adding ``setup()`` Arguments
----------------------------
.. warning:: Adding arguments to setup is discouraged as such arguments
are only supported through imperative execution and not supported through
declarative config.
Sometimes, your commands may need additional arguments to the ``setup()``
call. You can enable this by defining entry points in the
``distutils.setup_keywords`` group. For example, if you wanted a ``setup()``
argument called ``bar_baz``, you might add something like this to your
distutils extension project's setup script::
setup(
# ...
entry_points={
"distutils.commands": [
"foo = mypackage.some_module:foo",
],
"distutils.setup_keywords": [
"bar_baz = mypackage.some_module:validate_bar_baz",
],
},
)
The idea here is that the entry point defines a function that will be called
to validate the ``setup()`` argument, if it's supplied. The ``Distribution``
object will have the initial value of the attribute set to ``None``, and the
validation function will only be called if the ``setup()`` call sets it to
a non-None value. Here's an example validation function::
def assert_bool(dist, attr, value):
"""Verify that value is True, False, 0, or 1"""
if bool(value) != value:
raise DistutilsSetupError(
"%r must be a boolean value (got %r)" % (attr,value)
)
Your function should accept three arguments: the ``Distribution`` object,
the attribute name, and the attribute value. It should raise a
``DistutilsSetupError`` (from the ``distutils.errors`` module) if the argument
is invalid. Remember, your function will only be called with non-None values,
and the default value of arguments defined this way is always None. So, your
commands should always be prepared for the possibility that the attribute will
be ``None`` when they access it later.
If more than one active distribution defines an entry point for the same
``setup()`` argument, *all* of them will be called. This allows multiple
distutils extensions to define a common argument, as long as they agree on
what values of that argument are valid.
Also note that as with commands, it is not necessary to subclass or monkeypatch
the distutils ``Distribution`` class in order to add your arguments; it is
sufficient to define the entry points in your extension, as long as any setup
script using your extension lists your project in its ``setup_requires``
argument.
Customizing Distribution Options
--------------------------------
Plugins may wish to extend or alter the options on a Distribution object to
suit the purposes of that project. For example, a tool that infers the
``Distribution.version`` from SCM-metadata may need to hook into the
option finalization. To enable this feature, Setuptools offers an entry
point "setuptools.finalize_distribution_options". That entry point must
be a callable taking one argument (the Distribution instance).
If the callable has an ``.order`` property, that value will be used to
determine the order in which the hook is called. Lower numbers are called
first and the default is zero (0).
Plugins may read, alter, and set properties on the distribution, but each
plugin is encouraged to load the configuration/settings for their behavior
independently.
Adding new EGG-INFO Files
-------------------------
Some extensible applications or frameworks may want to allow third parties to
develop plugins with application or framework-specific metadata included in
the plugins' EGG-INFO directory, for easy access via the ``pkg_resources``
metadata API. The easiest way to allow this is to create a distutils extension
to be used from the plugin projects' setup scripts (via ``setup_requires``)
that defines a new setup keyword, and then uses that data to write an EGG-INFO
file when the ``egg_info`` command is run.
The ``egg_info`` command looks for extension points in an ``egg_info.writers``
group, and calls them to write the files. Here's a simple example of a
distutils extension defining a setup argument ``foo_bar``, which is a list of
lines that will be written to ``foo_bar.txt`` in the EGG-INFO directory of any
project that uses the argument::
setup(
# ...
entry_points={
"distutils.setup_keywords": [
"foo_bar = setuptools.dist:assert_string_list",
],
"egg_info.writers": [
"foo_bar.txt = setuptools.command.egg_info:write_arg",
],
},
)
This simple example makes use of two utility functions defined by setuptools
for its own use: a routine to validate that a setup keyword is a sequence of
strings, and another one that looks up a setup argument and writes it to
a file. Here's what the writer utility looks like::
def write_arg(cmd, basename, filename):
argname = os.path.splitext(basename)[0]
value = getattr(cmd.distribution, argname, None)
if value is not None:
value = "\n".join(value) + "\n"
cmd.write_or_delete_file(argname, filename, value)
As you can see, ``egg_info.writers`` entry points must be a function taking
three arguments: a ``egg_info`` command instance, the basename of the file to
write (e.g. ``foo_bar.txt``), and the actual full filename that should be
written to.
In general, writer functions should honor the command object's ``dry_run``
setting when writing files, and use the ``distutils.log`` object to do any
console output. The easiest way to conform to this requirement is to use
the ``cmd`` object's ``write_file()``, ``delete_file()``, and
``write_or_delete_file()`` methods exclusively for your file operations. See
those methods' docstrings for more details.
Adding Support for Revision Control Systems
-------------------------------------------------
If the files you want to include in the source distribution are tracked using
Git, Mercurial or SVN, you can use the following packages to achieve that:
- Git and Mercurial: `setuptools_scm <https://pypi.org/project/setuptools_scm/>`_
- SVN: `setuptools_svn <https://pypi.org/project/setuptools_svn/>`_
If you would like to create a plugin for ``setuptools`` to find files tracked
by another revision control system, you can do so by adding an entry point to
the ``setuptools.file_finders`` group. The entry point should be a function
accepting a single directory name, and should yield all the filenames within
that directory (and any subdirectories thereof) that are under revision
control.
For example, if you were going to create a plugin for a revision control system
called "foobar", you would write a function something like this:
.. code-block:: python
def find_files_for_foobar(dirname):
# loop to yield paths that start with `dirname`
And you would register it in a setup script using something like this::
entry_points={
"setuptools.file_finders": [
"foobar = my_foobar_module:find_files_for_foobar",
]
}
Then, anyone who wants to use your plugin can simply install it, and their
local setuptools installation will be able to find the necessary files.
It is not necessary to distribute source control plugins with projects that
simply use the other source control system, or to specify the plugins in
``setup_requires``. When you create a source distribution with the ``sdist``
command, setuptools automatically records what files were found in the
``SOURCES.txt`` file. That way, recipients of source distributions don't need
to have revision control at all. However, if someone is working on a package
by checking out with that system, they will need the same plugin(s) that the
original author is using.
A few important points for writing revision control file finders:
* Your finder function MUST return relative paths, created by appending to the
passed-in directory name. Absolute paths are NOT allowed, nor are relative
paths that reference a parent directory of the passed-in directory.
* Your finder function MUST accept an empty string as the directory name,
meaning the current directory. You MUST NOT convert this to a dot; just
yield relative paths. So, yielding a subdirectory named ``some/dir`` under
the current directory should NOT be rendered as ``./some/dir`` or
``/somewhere/some/dir``, but *always* as simply ``some/dir``
* Your finder function SHOULD NOT raise any errors, and SHOULD deal gracefully
with the absence of needed programs (i.e., ones belonging to the revision
control system itself. It *may*, however, use ``distutils.log.warn()`` to
inform the user of the missing program(s).
Specifying Your Project's Version
---------------------------------
Setuptools can work well with most versioning schemes; there are, however, a
few special things to watch out for, in order to ensure that setuptools and
other tools can always tell what version of your package is newer than another
version. Knowing these things will also help you correctly specify what
versions of other projects your project depends on.
A version consists of an alternating series of release numbers and pre-release
or post-release tags. A release number is a series of digits punctuated by
dots, such as ``2.4`` or ``0.5``. Each series of digits is treated
numerically, so releases ``2.1`` and ``2.1.0`` are different ways to spell the
same release number, denoting the first subrelease of release 2. But ``2.10``
is the *tenth* subrelease of release 2, and so is a different and newer release
from ``2.1`` or ``2.1.0``. Leading zeros within a series of digits are also
ignored, so ``2.01`` is the same as ``2.1``, and different from ``2.0.1``.
Following a release number, you can have either a pre-release or post-release
tag. Pre-release tags make a version be considered *older* than the version
they are appended to. So, revision ``2.4`` is *newer* than revision ``2.4c1``,
which in turn is newer than ``2.4b1`` or ``2.4a1``. Postrelease tags make
a version be considered *newer* than the version they are appended to. So,
revisions like ``2.4-1`` and ``2.4pl3`` are newer than ``2.4``, but are *older*
than ``2.4.1`` (which has a higher release number).
A pre-release tag is a series of letters that are alphabetically before
"final". Some examples of prerelease tags would include ``alpha``, ``beta``,
``a``, ``c``, ``dev``, and so on. You do not have to place a dot or dash
before the prerelease tag if it's immediately after a number, but it's okay to
do so if you prefer. Thus, ``2.4c1`` and ``2.4.c1`` and ``2.4-c1`` all
represent release candidate 1 of version ``2.4``, and are treated as identical
by setuptools.
In addition, there are three special prerelease tags that are treated as if
they were the letter ``c``: ``pre``, ``preview``, and ``rc``. So, version
``2.4rc1``, ``2.4pre1`` and ``2.4preview1`` are all the exact same version as
``2.4c1``, and are treated as identical by setuptools.
A post-release tag is either a series of letters that are alphabetically
greater than or equal to "final", or a dash (``-``). Post-release tags are
generally used to separate patch numbers, port numbers, build numbers, revision
numbers, or date stamps from the release number. For example, the version
``2.4-r1263`` might denote Subversion revision 1263 of a post-release patch of
version ``2.4``. Or you might use ``2.4-20051127`` to denote a date-stamped
post-release.
Notice that after each pre or post-release tag, you are free to place another
release number, followed again by more pre- or post-release tags. For example,
``0.6a9.dev-r41475`` could denote Subversion revision 41475 of the in-
development version of the ninth alpha of release 0.6. Notice that ``dev`` is
a pre-release tag, so this version is a *lower* version number than ``0.6a9``,
which would be the actual ninth alpha of release 0.6. But the ``-r41475`` is
a post-release tag, so this version is *newer* than ``0.6a9.dev``.
For the most part, setuptools' interpretation of version numbers is intuitive,
but here are a few tips that will keep you out of trouble in the corner cases:
* Don't stick adjoining pre-release tags together without a dot or number
between them. Version ``1.9adev`` is the ``adev`` prerelease of ``1.9``,
*not* a development pre-release of ``1.9a``. Use ``.dev`` instead, as in
``1.9a.dev``, or separate the prerelease tags with a number, as in
``1.9a0dev``. ``1.9a.dev``, ``1.9a0dev``, and even ``1.9.a.dev`` are
identical versions from setuptools' point of view, so you can use whatever
scheme you prefer.
* If you want to be certain that your chosen numbering scheme works the way
you think it will, you can use the ``pkg_resources.parse_version()`` function
to compare different version numbers::
>>> from pkg_resources import parse_version
>>> parse_version("1.9.a.dev") == parse_version("1.9a0dev")
True
>>> parse_version("2.1-rc2") < parse_version("2.1")
True
>>> parse_version("0.6a9dev-r41475") < parse_version("0.6a9")
True
Once you've decided on a version numbering scheme for your project, you can
have setuptools automatically tag your in-development releases with various
pre- or post-release tags. See the following sections for more details:
* `Tagging and "Daily Build" or "Snapshot" Releases`_
* The `egg_info`_ command
\ No newline at end of file
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