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The Ghost of Packaging Past and Future

There has been a recent discussion on how packaging of Python libraries should be done. As frequently happens, the Zope community sometimes encounters problems before many other communities do, and I think we have an example of that here.

James Bennett wrote:

"Please, for the love of Guido, stop using setuptools and easy_install, and use distutils and pip instead."

Ian Bicking then pointed out that this is impossible, as pip is actually built upon setuptools.

With Grok we don't use easy_install much. setuptools, overall, is great to have. It's hardly perfect, but it offers many essential features that distutils alone doesn't offer, such as the ability to actually list the dependencies of your project in the first place. We also greatly enjoy the benefits that Buildout brings.

Even though we've been dealing with advanced packaging issues in the Zope project for quite a while now, I am not going to be presumptuous and tell you what to do or not to do, for the love of Guido or not. I'm not going to tell you to use Buildout, for instance. Instead I'm going to sketch out what we do right now, and what our use cases are. Hopefully this will help inspire further improvements to the Python packaging infrastructure.

What Grok does

Let me first sketch out the way Grok's installation system works.

To install grok, you first need to install a small tool called grokproject. This is the only time when easy_install comes in It is used to download and install the small grokproject distribution. Many people do this in a virtualenv. After that we don't use easy_install anymore, and I actually imagine you could use pip as well in this step.

Once you have grokproject installed you have new command line utility to create Grok-based projects. It's appropriately named grokproject. To create a new Grok project, you type something like this:

$ grokproject myproject

grokproject will ask you a few questions (username/password of the admin user), and will then create a project directory called myproject and will install Grok's basic environment. This includes startup and other useful scripts in a bin directory, a setup.py file and a src file which will contain the actual source code of the project in a Python package.

In the Grok project we go for code reuse as this enables us to reuse the brains of smart people, so all this is done with a combination of Ian Bicking's Paster and Jim Fulton's Buildout.

Paster is used to create the directory and file layout from a template. You can in fact also use the Grok paster template using the paster create command to create a project directory and then call buildout manually - it will do the same thing.

Buildout is then automatically invoked. It will do whatever we tell it to do through the project's buildout.cfg file. Buildout is pluggable with recipes that are themselves distributed on PyPI. In Grok's case the buildout step does the following:

  • download Grok and all its dependencies from PyPI (we actually have an optimization here in that it will download a large bundle of libraries if it can)
  • install all eggs in a centrally shared eggs directory (in your home directory typically). This way the next time you create a project with grokproject you will not have to download anything new. Note that Grok's eggs are installed unzipped; we don't like zipped eggs much either.
  • install an empty ZODB database.
  • install the zope control scripts for starting and stopping the server and such.

With Grok 1.0 (coming in early 2009) we will start using paster serve for managing the Grok process, instead of our home-grown zopectl script, so we can enjoy a lot of benefits of WSGI support out of the box.

Version management

Very important in this whole procedure is version management. When someone installs Grok it's essential they will only get versions of dependencies that we actually know will work. If it would get an arbitrary recently released version of a library, any new release of a library could potentially break Grok. In addition, all Grok projects would use different versions of dependencies, which would make communication about bugs rather difficult. We struggled with this for a bit in the second half of 2007 and then solved it, using a feature of Buildout.

Buildout allows you to specify the versions of the dependencies you need in a special section. The specification looks like this:

[versions]
grok = 0.14.1
grokcore.component = 1.5.1

The versions specification can be maintained in a separate file (similar to pip's requirements file), and indeed grokproject will automatically install a file versions.cfg in your project that contains the versions specification for anything you use in your package. These files can be loaded from the filesystem or from URLs.

We publish these version lists on canonical URLs on http://grok.zope.org/releaseinfo that grokproject automatically inspects when you create a new project.

An important feature is that in your project you can override which versions you really want, and extend it with versions of other packages that your project is using. Grok gives you its own list to reuse, but doesn't force you to do so. This is possible because buildout has a built-in feature for overriding sections. Note that such overrides wouldn't work if you locked the versions down in the individual setup.py files themselves.

When you want to upgrade an existing grok-based project to a new release of Grok, you simply download the appropriate versions.cfg for that Grok release into your project and re-run buildout. It will proceed to download any new packages you may need and you're ready to go. Alternatively you can just make your project point to the releaseinfo URL directly (we used to do this by default), although that has the drawback that you cannot re-run buildout while you are working offline.

Who manages version requirements?

Ian Bicking wrote:

Pip requirement files are an assertion of versions that work together. setup.py requirements (the Setuptools requirements) should contain two things: 1: all the libraries used by the distribution (without which there's no way it'll work) and 2: exclusions of the versions of those libraries that are known not to work. setup.py requirements should not be viewed as an assertion that by satisfying those requirements everything will work, just that it might work. Only the end developer, testing the system together, can figure out if it really works. Then pip gives you a way to record that working set (using pip freeze), separate from any single distribution or library.

I'll note that we've been managing the setup.py requirements in the way that Ian recommends from the start. It should express which libraries are needed and the minimum version requirements that the developer writing the setup.py knows about.

Who however is the "end developer"? Would that be a developer that uses a framework like Grok, or the developers of the framework itself? I don't know whether Ian meant this, but let's define "end developer" as the developer actually building an application for the sake of this discussion.

Of course the end developer always makes the final determination whether libraries work together. But reuse is possible here, and a project like Grok wants to give the end developer as much help as we can.

One of the advantages of a framweork that's distributed as a single large distribution containing many sub-packages like Django is that the developers of the package can determine whether this subset really works together, not the end developer that uses Django to build an app. There is no chance someone will install a version of Django where subpackage 'a' doesn't work properly with subpackage 'b', unless the Django developers themselves made a mistake.

Indeed the Zope project used to distribute Zope 3 this way (and we still distribute it that way as an option), but we wanted more flexibility for end developers to select their individual dependencies, and evolve different parts of the project at different rates. We also wanted to make it easier for others to use individual components developed by the Zope project, so we split Zope up into a whole bunch of packages and started distributing them that way. Now we've been plugging away at unwinding all sorts of dependencies that grew up between many of our supposedly independently reusable packages while we weren't looking, but that's another story.

If you have de-coupled packages, like Grok does, the burden of maintaining which versions work well together should not fall solely on the end developers that use a set of libraries. This would mean that each developer that used Grok would need to figure out a large list of versions, as Grok is composed from a large list of dependencies.

While I fully agree that it's important that end developers should have the ability to determine the exact version of each package if they should want to, I think often they want to delegate this job to the developers of a larger project (like Grok or Django) to determine what combination is known to work.

We want people to be able to work together to determine the known-good set. We don't want to force end developers to figure out which list of versions to freeze each time they create a new project. We need to have the ability to share these lists of frozen versions, work on them as a team, and release them so others can reuse them, and potentially extend and override them.

That's what we've doing with Grok for more than a year now. We maintain lists of versions for the developers that use Grok, but we give our users the opportunity to override and extend our choices should they wish to do so.

From what I see pip's requirement file mechanism and bundle mechanism get there part of the way, but I do not yet see patterns for delegating the management of such requirements files to a project like Grok, while still allowing individual developers to override these choices where needed. Perhaps I'm missing something.

The future?

Grok's current approach could be improved. When I build a framework on top of Grok, I need to host a new requirements file for that new framework as well on some URL. While it's possible to combine requirement lists together into a larger list with Buildout's mechanisms, it is a bit frustrating we are forced to have to maintain such a separate infrastructure entirely independently from PyPI. It's an extra release step too, making the entire release process that's automated so nicely by distutils and setuptools more cumbersome again.

I think it would be useful to allow people to ship "known-good" requirements along with the distributions, and host these directly on PyPI. Someone that uses a library will not be forced to use these requirements, but can opt to do so if they wish. Requirement lists should be able to build on and override other requirements lists. I wrote down some ideas on how this might work in 2007. Perhaps the people working on this problem today will find some of my old thoughts useful, so if you're really interested in these topics, please read the linked article.

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