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Minchin.Releaser is a collection of tools designed to make releasing Python packages easier.

Project description

Minchin.Releaser
================

Tools to make releasing Python packages easier.

*Minchin dot Releaser* in currently set up as an
`invoke <http://www.pyinvoke.org/>`_ task. It is designed to provide a single
command to make and publish a release of your Python package. An extra
configuration file is an one-time set up requirement to be able to make use of
this.

Once set up, *Minchin dot Releaser*, when run, will:

- check the configuration
- confirm all items in the project directory have been added to Git (i.e. that
the repo is clean)
- sort your import statements
- vendorize required packages
- run the test suite
- update the version number within your code
- add the release to your changelog
- build project documentation
- build your project as a Python distribution
- confirm your project can be installed from the local machine to the local
machine
- confirm your project can be uploaded to the test PyPI server and then
downloaded and installed from this server.
- confirm your project can be uploaded to the main PyPI server and then
downloaded and installed from this server.
- create a Git tag for your release
- update your version number to a pre-release version

Assumptions
-----------

This package makes several assumptions. This is not the only way to do these
things, but I have found these choices work well for my use-cases. If you have
chosen a different way to set up your project, most of the applicable features
will just not work, but the rest of *Minchin dot Releaser* should continue to
work.

It is assumed:

- this is a Python project.
- your version is stored in one place in your project, as a string assigned to
the variable ``__version__``, that this is one line and there is nothing else
on this line. If this is not the case, *Minchin dot Releaser* will be unable
to determine your project's version number and so won't be much use to you.
This is the project's one hard requirement in how you organize your code.
- your version number is importable by Python at
``<some_module_name>.__version__``.
- source control is done using Git. The Git functionality will be ignored if
this is not the case.

Setting Up Your Project
-----------------------

Step 1. Install ``minchin.releaser``.
"""""""""""""""""""""""""""""""""""""

The simplest way is to use ``pip``::

pip install minchin.releaser

This will also install all the other packages ``minchin.releaser`` depends
on.

You will also want to add ``minchin.releaser`` to the list of your
project's requirements.

Step 2. Create a ``tasks.py`` file.
"""""""""""""""""""""""""""""""""""

This is where ``invoke`` determine was tasks are available to run. This file
should be created in the root folder of your project. If you are not using
``invoke`` for other tasks, this file can be two lines:

.. code-block:: python

import invoke

from minchin.releaser import make_release

To confirm that this is working, go to the command line in the root folder
of your project, and run::

invoke --list

which will now list ``make_release`` as an available task.

Step 3. Configure your project.
"""""""""""""""""""""""""""""""

Project configuration is actually ``invoke`` configuration, so it is stored
in the ``invoke.yaml`` folder in the project root (or anywhere else
``invoke`` can load configuration from) under the ``releaser`` key.

Available sub-keys:

module_name
(required) the name of your project. It is assumed that your project's
version number is importable at ``module_name.__version__`` (see
project assumptions).
here
(required) the base location to build your package from. To set to the
current directory, set to ``.``
docs
(required, but can be set to ``None``) the base documentation
directory. This is relative to ``here``.
test
(required, but can be set to ``None``) the base test directory. This is
relative to ``here``.
source
(required) the base directory of your Python source code. This is
relative to ``here``.
changelog
(required, but can be set to ``None``) the location of your changelog
file. This is relative to ``here``.
version
(required) the location of where your version string is stored. This is
relative to ``here``.
test_command
(required, but can be set to ``None``) command, run from the command
line with the current directory set to ``here``, to run your test suite.
version_bump
(optional) default *level* to bump your version. If set to ``none``,
this will be requested at runtime. Valid options include ``major``,
``minor``, ``bug``, and ``none``.
extra_packages
(optional) Used to install packages before installing your module from
the server. Useful particularly for packages that need to be installed
from cache (rather than re-downloaded and compiled each time) or for
packages that are not available on the test PyPI server. Valid server
keys are ``local``, ``test``, and ``pypi``. Under the server key,
create a list of the packages you want explicitly installed.

(verdorize keys are not listed here.)

Step 4. Set up Invoke command shell (Windows).
""""""""""""""""""""""""""""""""""""""""""""""

*Minchin dot Releaser* runs certain commands at the command line. ``Invoke``,
regardless of platform, tries to run these on ``/bin/bash`` which doesn't exist
in Windows and thus these commands fail.

To fix this, create a ``.invoke.yaml`` file in the root of your user directory
(so the file is ``C:\Users\<your_username>\.invoke.yaml``) and add:

.. code-block:: yaml

run:
shell: C:\Windows\system32\CMD.exe

Step 5. Set up twine configuration.
"""""""""""""""""""""""""""""""""""

Create or modify ``$HOME/.pypirc`` to include the ``testpypi` server:

.. code-block:: ini

[distutils]
index-servers=
pypi
testpypi

[testpypi]
repository: https://test.pypi.org/legacy/
username: your testpypi username

.. warning::

Do not store passwords in the .pypirc file. Storing passwords in plain text
is never a good idea.

*Minchin dot Releaser* is automated, and so needs access to your password. This
can be done using ``keyring``. Keyring can be installed by ``pip`` and then
passwords are added from the command-line.

.. code-block:: sh

$ pip install keyring
$ keyring set https://test.pypi.org/legacy/ your-username
$ keyring set https://upload.pypi.org/legacy/ your-username

See `Twine Keyring Support
<https://twine.readthedocs.io/en/latest/#keyring-support>`_ for more details.


Step 6. Register your package on PyPI.
""""""""""""""""""""""""""""""""""""""

(On the new infrastructure, this no longer needs to be done explicitly. Just
upload your package.)

Step 7. Upload your package.
""""""""""""""""""""""""""""

.. code-block:: sh

invoke make_release

And then work through the prompts. If this process breaks half-way through,
you can re-start.


Credits
-------

Inspired (in part) by
https://hynek.me/articles/sharing-your-labor-of-love-pypi-quick-and-dirty/


Sample ``invoke.yaml``
----------------------

.. code-block:: yaml

releaser:
module_name: minchin.releaser
here: .
docs: .
test: None
source: minchin
changelog: changelog.rst
version: minchin\releaser\constants.py
test_command: "green -kq"
version_bump: none
extra_packages:
test:
- gitdb
- invoke
- isort
- pkginfo
- semantic_version
- twine
- wheel
pypi:
- invoke
vendor_dest: minchin\releaser\_vendor
vendor_packages:
"minchin.text":
src: ..\minchin.text\minchin
dest: .
requirements: ..\minchin.text\requirements.in
vendor_override_src: vendor_src

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