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The PyPI Playbook: Publishing and Maintaining Python Packages

The PyPI Playbook: Publishing and Maintaining Python Packages#

Table of Contents#


Introduction#

If you’ve ever written Python code that could benefit others—or if you’ve ever wanted to reuse your own code in multiple contexts without duplicating files—you may have wondered how to turn a Python project into a publishable package. The Python Package Index (PyPI) is a central repository where countless Python projects live, waiting to be installed via the familiar pip install command.

This blog post introduces you to the entire lifecycle of creating, publishing, and maintaining a Python package. From choosing how to structure your code to advanced best practices, this resource is designed to get you started quickly and guide you toward professional-level package management.

Whether you’re an enthusiast building your first library or a seasoned developer looking to refine your packaging workflow, you’ll find everything you need in this guide. Let’s dive in and explore the PyPI playbook.


Understanding PyPI and Package Distribution#

PyPI is the primary repository of software for the Python ecosystem. It hosts thousands of open-source libraries in virtually every domain—web development, data science, scientific computing, and more. When developers run pip install <package_name>, the client (pip) retrieves the package metadata and distribution files from PyPI, then installs them into the user’s environment.

PyPI has the following core elements:

  1. Packages: Distributable modules or libraries. Each package can have one or more distributions—often labeled as sdist (source distribution) or a wheel (a pre-built binary distribution).
  2. Metadata: Each package has metadata that includes dependencies, version, license, maintainers, etc.
  3. Index/Repository: The central server (PyPI / TestPyPI) hosting distribution files.
  4. Users: The developers who publish or download packages.

Why publish to PyPI at all?

  • Visibility: You gain a presence in the Python community.
  • Convenience: Anyone can install your code with a single command.
  • Collaboration: Open-source projects can quickly gather feedback and contributions.
  • Versioning: You can release updates in an organized manner.

Understanding how PyPI operates is crucial before you package anything. Let’s move on to the practical side: creating a project directory and preparing it for publication.


Setting Up a Project Directory#

A clear and consistent directory structure paves the way for a smooth packaging experience. Although Python packages can technically take many shapes, following community standards helps users and other developers understand and contribute to your project more easily.

Here’s a recommended structure for a simple Python package:

my_project/
my_project/
__init__.py
core.py
helpers.py
tests/
test_core.py
test_helpers.py
requirements.txt
setup.py
README.md
LICENSE
.gitignore

Breaking it down:

  • my_project/: The top-level directory for your repository.
  • my_project/ (nested): The actual Python package. The __init__.py file marks this directory as a Python package.
  • tests/: Place your test files here. Name them systematically, for instance test_<module>.py, or use a test framework structure.
  • setup.py: A traditional file to define metadata, dependencies, and packaging configurations (though newer pyproject.toml approaches are increasingly popular).
  • requirements.txt: Lists required packages for development or testing (optional, but often helpful).
  • README.md: Provides users with an overview of your project, usage instructions, and any other relevant details.
  • LICENSE: Indicates how your package can be used or distributed.
  • .gitignore: Lists files and directories that should be excluded from version control (e.g., __pycache__, virtual environments, etc.).

Even though setup.py is a popular approach, many projects are moving to pyproject.toml for packaging. We’ll explore both approaches in the sections to come.


Creating a Minimal setup.py or pyproject.toml#

The core of publishing your package is providing metadata and instructions about how to install and manage your library. The classic approach is via a setup.py file. The newer approach involves putting all or most of this configuration into pyproject.toml.

Minimal setup.py#

Below is a minimal example of setup.py:

from setuptools import setup, find_packages
setup(
name='my_project',
version='0.1.0',
packages=find_packages(),
install_requires=[],
python_requires='>=3.7',
author='Your Name',
author_email='youremail@example.com',
description='A sample Python project',
long_description=open('README.md', 'r', encoding='utf-8').read(),
long_description_content_type='text/markdown',
url='https://github.com/yourusername/my_project',
classifiers=[
'Programming Language :: Python :: 3.7',
'License :: OSI Approved :: MIT License',
],
license='MIT',
include_package_data=True,
)

Essential parameters:

  • name: The distribution name, which will appear on PyPI. Must be unique across PyPI.
  • version: The package version (e.g., “0.1.0”).
  • packages: Usually derived from find_packages().
  • install_requires: Dependencies.
  • python_requires: The required Python versions.
  • author, url, description, etc.: Provide essential metadata.
  • classifiers: Additional metadata related to Python version and license.

Minimal pyproject.toml#

The modern standard recommended by PEP 518 is a pyproject.toml file. This file centralizes project configurations for build systems, dependencies, and more. A minimal example:

[build-system]
requires = ["setuptools", "wheel"]
build-backend = "setuptools.build_meta"
[project]
name = "my_project"
version = "0.1.0"
description = "A sample Python project"
readme = "README.md"
requires-python = ">=3.7"
license = { file = "LICENSE" }
authors = [
{ name = "Your Name", email = "youremail@example.com" }
]
classifiers = [
"Programming Language :: Python :: 3.7",
"License :: OSI Approved :: MIT License"
]
dependencies = []

Key sections:

  • [build-system]: Defines the packages needed to build your project.
  • [project]: Contains metadata like name, version, description, and dependencies.

As the Python packaging ecosystem transitions, pyproject.toml is becoming the primary way to specify project metadata. You can still have a setup.py if needed, but many modern tools (like Hatch, Poetry, PDM) rely on pyproject.toml as their single source of truth.


Building and Testing Locally#

Before you publish any package, testing it locally is essential. This involves creating a source distribution (sdist) and/or a wheel distribution, then installing it in a controlled environment.

Creating a Virtual Environment#

We typically create a fresh virtual environment to test local installation:

Terminal window
python -m venv venv
source venv/bin/activate # On macOS/Linux
venv\Scripts\activate # On Windows

Building the Distribution#

You can build your distribution using setuptools:

Terminal window
# If using setup.py
python setup.py sdist bdist_wheel
# Or using pyproject.toml with setuptools
python -m build

After the command completes, you should see a new dist/ directory with files like my_project-0.1.0.tar.gz (sdist) and my_project-0.1.0-py3-none-any.whl (wheel).

Installing Locally#

Test your build by installing it locally:

Terminal window
pip install dist/my_project-0.1.0-py3-none-any.whl

Alternatively, you can install the source package (tar.gz). Once installed, try importing and using your package:

>>> import my_project
>>> my_project.some_function()

If everything works as expected, you can be more confident your packaging is correct. If something goes wrong, correct the issues (e.g., missing dependencies, improper code structure) and rebuild.


Publishing to TestPyPI#

Once your package installs locally without problems, you’re ready to push it to an online testing environment. TestPyPI (https://test.pypi.org/) is a safe place to practice the publishing process without messing up the main PyPI index.

Registering for TestPyPI#

  1. Visit TestPyPI and create an account if you haven’t already.
  2. Create an API token from your account settings.

Uploading to TestPyPI#

You’ll need the twine tool for secure publishing:

Terminal window
pip install twine

Then, build your package if it’s not already built:

Terminal window
# Using setup.py
python setup.py sdist bdist_wheel
# Or with pyproject.toml
python -m build

Finally, upload to TestPyPI:

Terminal window
twine upload --repository-url https://test.pypi.org/legacy/ dist/*

You’ll be prompted for your TestPyPI username and password (or you can create a .pypirc file to store credentials). If successful, your package should appear on (https://test.pypi.org/project/my_project/).

Installing from TestPyPI#

To install from TestPyPI, specify the index URL:

Terminal window
pip install --index-url https://test.pypi.org/simple/ my_project

Testing here ensures that once you push to the main PyPI, everything will run smoothly. When you’re confident in your package’s correctness, you can follow the same steps to publish to the real PyPI repository, except using https://upload.pypi.org/legacy/.


Proper Versioning#

Versioning communicates changes, improvements, and backward incompatibilities to your users. Python’s packaging ecosystem often uses Semantic Versioning (SemVer) to indicate the scope of changes. A typical SemVer string looks like MAJOR.MINOR.PATCH:

  • MAJOR: Increment this for backward-incompatible changes.
  • MINOR: Increment this for added functionality in a backward-compatible manner.
  • PATCH: Increment this for backward-compatible bug fixes or minor changes.

Examples:

  • 0.1.0: An initial development release.
  • 1.0.0: A stable release indicating a relatively polished API.
  • 1.2.3: Incrementing the patch version for bug fixes, the minor version for new features, or the major version for breaking changes.

In practice, the version string you set in setup.py or pyproject.toml should align with the version of your actual code. Many developers use version automation tools (like bumpversion or robust continuous integration scripts) that handle the version increments and tag creation.


Advanced Topics: pyproject.toml, Wheels, and Distribution Formats#

Python packaging is evolving, and developers now have more flexible and feature-rich options. Understanding the following advanced concepts can improve the reliability and compatibility of your packages.

Detailed pyproject.toml Configuration#

Your pyproject.toml can contain more advanced metadata such as optional dependencies, plugin configurations, and dynamic versioning. For example:

[project.optional-dependencies]
dev = [
"pytest >=6.0",
"mypy",
"flake8"
]
docs = [
"sphinx",
"sphinx-rtd-theme"
]
[tool.coverage.run]
branch = true
source = ["my_project"]
[tool.isort]
profile = "black"

With this setup, you can allow users to install optional dependencies by running:

Terminal window
pip install "my_project[dev]"
pip install "my_project[docs]"

More About Wheels#

A wheel is a built-package format for Python. Wheels accelerate installation because:

  • No need to compile: C extensions or other compiled code are included in the wheel, reducing on-the-fly compilation.
  • Platform specifications: Wheels can be made specifically for different OS and CPU architectures.

Format details appear in filenames like my_project-0.1.0-cp37-cp37m-win_amd64.whl, indicating Python 3.7 compatibility on Windows 64-bit.

Source Distribution vs. Wheel#

  • Source Distribution (sdist): Contains your raw source code. It allows compilation (if necessary) on user systems.
  • Wheel Distribution (bdist_wheel): A binary or “built” package.

It’s generally recommended to upload both sdist and wheel to PyPI. This maximizes compatibility; if a wheel is unavailable for a certain platform or Python version, pip will fall back to the sdist.


Maintaining Your Package#

Publishing your package often marks the beginning of a project’s real lifecycle. Active maintenance involves tracking issues, adding enhancements, and ensuring compatibility with the latest Python releases.

Best Practices for Maintenance#

  1. Automated Testing: Integrate continuous integration (CI) services (GitHub Actions, Travis CI, GitLab CI, etc.) to run your test suite upon every commit or pull request.
  2. Code Style and Linting: Tools like flake8, black, and isort can ensure code consistency.
  3. Documentation: Write and maintain documentation (e.g., using Sphinx), and host it on Read the Docs or GitHub Pages.
  4. Issue Tracking: Use GitHub Issues or another issue tracker to list bugs, feature requests, and tasks.
  5. Pull Request Reviews: Encourage contributions via pull requests, and review changes thoroughly.

Updating and Deprecating#

When you add new features or fix bugs, increment your version accordingly. Communicate backward-incompatible changes with a major version bump and provide clear migration guides if necessary. If you need to deprecate functions, do so gradually:

  • Mark them as deprecated with docstring warnings.
  • Remove them only in a subsequent major version release.

By handling deprecations carefully, you maintain user trust and limit frustration.


Professional-Level Expansions#

Once you have mastered the basic workflow of packaging and distributing code—to the point of easily pushing new releases—there are numerous advanced or professional steps you can implement to further streamline your process and elevate your Python project.

Continuous Deployment (CD)#

Instead of manually uploading packages:

  1. Git Tagging: Tag a new version in Git (e.g., git tag v0.2.0).
  2. Automated Builds: Your CI system can detect the tag and automatically build your package.
  3. Automatic Publishing: If tests pass, your CI pipeline can publish to TestPyPI or PyPI using secure tokens.

This pipeline significantly reduces errors associated with manual packaging and uploading. Popular tools include GitHub Actions workflows with a .yml file specifying environment setup, testing, and build steps.

Documentation Hosting#

Professional projects often have well-structured documentation, including:

  • API References: Auto-generated from docstrings by Sphinx.
  • Tutorials and Guides: Explanatory documents that show how to perform specific tasks with your package.
  • Versioned Docs: For stable, beta, and legacy versions of your library.

Hosting services like Read the Docs automatically build and host your documentation on every push.

Dependency Management with Tools#

Beyond raw pip and requirements.txt, advanced environment managers like Poetry, Pipenv, or Hatch provide comprehensive solutions:

  • Lock files: Ensuring pinned dependencies for reproducible builds.
  • Enhanced pyproject.toml: Centralizing environment configuration, tool configuration, and project metadata.
  • Integrated Virtual Envs: Automating the creation and management of virtual environments.

Advanced Testing Strategies#

  • Test Coverage: Tools like coverage.py measure how much of your code is tested, providing a helpful metric.
  • Integration Tests: Ensure that your package plays nicely with real-world scenarios or other libraries.
  • Cross-version Testing: Use services like Tox to test across multiple Python versions (3.7, 3.8, 3.9, etc.).

Handling Platform-Specific Builds#

If your package includes compiled extensions (C/C++, Rust, etc.), you might need specialized build steps for different operating systems or architectures. Tools like cibuildwheel can build wheels for Windows, macOS, and Linux automatically in a CI environment. This approach both simplifies the process and ensures comprehensive coverage for your users.


Conclusion#

Creating and maintaining a package on PyPI may seem daunting at first, but once you break down the steps—structuring your project, writing a setup.py or using pyproject.toml, building distributions, testing locally, and finally uploading to (Test)PyPI—the process becomes more approachable. By adopting best practices like semantic versioning, thorough testing, and continuous integration, you can ensure your Python package remains reliable and useful for a long time.

As your confidence and ambitions grow, you can explore more sophisticated workflows: wheels, platform-specific builds, advanced dependency management, code coverage, and continuous deployment. Ultimately, the Python packaging ecosystem offers a wealth of tools and standards that streamline the entire lifecycle of your project. Embrace them, and you’ll find that publishing on PyPI is not just about sharing code, but about contributing to the broader Python community with professionalism and polish.

The PyPI Playbook: Publishing and Maintaining Python Packages
https://science-ai-hub.vercel.app/posts/900490e4-d50f-4d5e-86b8-281da6943d1a/6/
Author
AICore
Published at
2025-05-31
License
CC BY-NC-SA 4.0