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build_meta.rst

=======================================
Build System Support
=======================================

What is it?
-------------

Python packaging has come `a long way <https://bernat.tech/posts/pep-517-518/>`_.

The traditional ``setuptools`` way of packaging Python modules
uses a ``setup()`` function within the ``setup.py`` script. Commands such as
``python setup.py bdist`` or ``python setup.py bdist_wheel`` generate a
distribution bundle and ``python setup.py install`` installs the distribution.
This interface makes it difficult to choose other packaging tools without an
overhaul. Because ``setup.py`` scripts allow for arbitrary execution, it
is difficult to provide a reliable user experience across environments
and history.

`PEP 517 <https://www.python.org/dev/peps/pep-0517/>`_ came to
the rescue and specified a new standard for packaging and distributing Python
modules. Under PEP 517:

A ``pyproject.toml`` file is used to specify which program to use
    to generate the distribution.

Two functions provided by the program, ``build_wheel(directory: str)``
    and ``build_sdist(directory: str)``, create the distribution bundle in the
    specified ``directory``.

The program may use its own configuration file or extend the ``.toml`` file.

The actual installation is done with ``pip install *.whl`` or
    ``pip install *.tar.gz``. If ``*.whl`` is available, ``pip`` will go ahead and copy
    its files into the ``site-packages`` directory. If not, ``pip`` will look at
    ``pyproject.toml`` and decide which program to use to 'build from source'.
    (Note that if there is no ``pyproject.toml`` file or the ``build-backend``
    parameter is not defined, then the fall-back behaviour is to use ``setuptools``.)

With this standard, switching between packaging tools is a lot easier.

How to use it?
--------------

Start with a package that you want to distribute. You will need your source
files, a ``pyproject.toml`` file and a ``setup.cfg`` file::

~/meowpkg/
        pyproject.toml
        setup.cfg
        meowpkg/
            __init__.py
            module.py

The ``pyproject.toml`` file specifies the build system (i.e. what is
being used to package your scripts and install from source). To use it with
``setuptools`` the content would be::

[build-system]
    requires = ["setuptools"]
    build-backend = "setuptools.build_meta"

``build_meta`` implements ``setuptools``' build system support.
The ``setuptools`` package implements the ``build_sdist``
command and the ``wheel`` package implements the ``build_wheel``
command; the latter is a dependency of the former
exposed via :pep:`517` hooks.

Use ``setuptools``' :ref:`declarative config <declarative config>` to
specify the package information in ``setup.cfg``::

[metadata]
    name = meowpkg
    version = 0.0.1
    description = a package that meows

[options]
    packages = find:

.. _building:

Now generate the distribution. To build the package, use
`PyPA build <https://pypa-build.readthedocs.io/en/latest/>`_::

$ pip install -q build
    $ python -m build

And now it's done! The ``.whl`` file  and ``.tar.gz`` can then be distributed
and installed::

dist/
        meowpkg-0.0.1.whl
        meowpkg-0.0.1.tar.gz

$ pip install dist/meowpkg-0.0.1.whl

or::

$ pip install dist/meowpkg-0.0.1.tar.gz

.. _backend-wrapper:

Dynamic build dependencies and other ``build_meta`` tweaks
----------------------------------------------------------

With the changes introduced by :pep:`517` and :pep:`518`, the
``setup_requires`` configuration field was deprecated in ``setup.cfg`` and
``setup.py``, in favour of directly listing build dependencies in the
``requires`` field of the ``build-system`` table of ``pyproject.toml``.
This approach has a series of advantages and gives package managers and
installers the ability to inspect the build requirements in advance and
perform a series of optimisations.

However, some package authors might still need to dynamically inspect the final
user's machine before deciding these requirements. One way of doing that, as
specified by :pep:`517`, is to "tweak" ``setuptools.build_meta`` by using an
:pep:`in-tree backend <517#in-tree-build-backends>`.

.. tip:: Before implementing an *in-tree* backend, have a look at
   :pep:`PEP 508 <508#environment-markers>`. Most of the time, dependencies
   with **environment markers** are enough to differentiate operating systems
   and platforms.

If you put the following configuration in your ``pyproject.toml``:

.. code-block:: toml

[build-system]
    requires = ["setuptools"]
    build-backend = "backend"
    backend-path = ["_custom_build"]

then you can implement a thin wrapper around ``build_meta`` in
the ``_custom_build/backend.py`` file, as shown in the following example:

.. code-block:: python

from setuptools import build_meta as _orig

prepare_metadata_for_build_wheel = _orig.prepare_metadata_for_build_wheel
    build_wheel = _orig.build_wheel
    build_sdist = _orig.build_sdist

def get_requires_for_build_wheel(self, config_settings=None):
        return _orig.get_requires_for_build_wheel(config_settings) + [...]

def get_requires_for_build_sdist(self, config_settings=None):
        return _orig.get_requires_for_build_sdist(config_settings) + [...]

Note that you can override any of the functions specified in :pep:`PEP 517
<517#build-backend-interface>`, not only the ones responsible for gathering
requirements.

.. important:: Make sure your backend script is included in the :doc:`source
   distribution </userguide/distribution>`, otherwise the build will fail.
   This can be done by using a SCM_/VCS_ plugin (like :pypi:`setuptools-scm`
   and :pypi:`setuptools-svn`), or by correctly setting up :ref:`MANIFEST.in
   <manifest>`.

The generated ``.tar.gz`` and ``.whl`` files are compressed archives that
   can be inspected as follows:
   On POSIX systems, this can be done with ``tar -tf dist/*.tar.gz``
   and ``unzip -l dist/*.whl``.
   On Windows systems, you can rename the ``.whl`` to ``.zip`` to be able to
   inspect it from File Explorer. You can also use the above ``tar`` command in a
   command prompt to inspect the ``.tar.gz`` file. Alternatively, there are GUI programs
   like `7-zip`_ that handle ``.tar.gz`` and ``.whl`` files.

In general, the backend script should be present in the ``.tar.gz`` (so the
   project can be built from the source) but not in the ``.whl`` (otherwise the
   backend script would end up being distributed alongside your package).
   See ":doc:`/userguide/package_discovery`" for more details about package
   files.

.. _SCM: https://en.wikipedia.org/wiki/Software_configuration_management
.. _VCS: https://en.wikipedia.org/wiki/Version_control
.. _7-zip: https://www.7-zip.org

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