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diff --git a/docs/userguide/distribution.rst b/docs/userguide/distribution.rst new file mode 100644 index 00000000..2872dacd --- /dev/null +++ b/docs/userguide/distribution.rst @@ -0,0 +1,251 @@ +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 +:ref:`egg_info <egg_info>` command for more details. + +(Also, before you release your project, be sure to see the section on +:ref:`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 :ref:`rotate <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 +:ref:`alias <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 +:ref:`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 :ref:`egg_info <egg_info>` and +:ref:`alias <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. + + +.. _Specifying Your Project's Version: + +Specifying Your Project's Version +--------------------------------- + +Setuptools can work well with most versioning schemes. Over the years, +setuptools has tried to closely follow the +`PEP 440 <https://www.python.org/dev/peps/pep-0440/>`_ scheme, but it +also supports legacy versions. 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`` are newer than ``2.4``, but *older* +than ``2.4.1`` (which has a higher release number). + +In the case of legacy versions (for example, ``2.4pl1``), they are considered +older than non-legacy versions. Taking that in count, a revision ``2.4pl1`` +is *older* than ``2.4`` + +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 :ref:`egg_info <egg_info>` command |