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How to set up pyproject.toml with Poetry

This guide is specifically for AstarVienna's packages, to ensure consistency.

Basics

The following fields are mandatory:

[tool.poetry]
name = "mypackage"
version = "0.1.0"
description = "My awesome package."
authors = ["Kieran Leschinski <[email protected]>"]

The following optional field can be defined directly below:

license = "GPL-3.0-or-later"
maintainers = [
    "Kieran Leschinski <[email protected]>",
    "Hugo Buddelmeijer <[email protected]>",
    "Fabian Haberhauer <[email protected]>",
]
readme = "README.md"
homepage = "https://mypackage.org/"
repository = "https://github.com/AstarVienna/mypackage_ipy"
documentation = "https://mypackage.readthedocs.io/en/latest/"
keywords = ["foo", "bar"]

Classifiers should follow the standard, e.g.:

classifiers = [
    "Intended Audience :: Science/Research",
    "Operating System :: OS Independent",
    "Topic :: Scientific/Engineering :: Astronomy",
]

Note that things like license and python version are converted to classifiers internally in Poetry.

Other info

Any further URLs not already listed above can be defined here, most notably a direct link to the issues page:

[tool.poetry.urls]
"Bug Tracker" = "https://github.com/AstarVienna/mypackage/issues"

TODO: add scripts, add plugins

Build info

If done properly by use of poetry new or poetry init, this will be created automatically. No need to mess with it.

[build-system]
requires = ["poetry-core"]
build-backend = "poetry.core.masonry.api"

Dependencies

Package dependencies can be separated into "normal" dependencies (part of an invisible main group), group dependencies (optional and non-optional) and extra dependencies. This has different implications depending on how the package is installed.

"Normal" dependencies and Python version

Any regular dependencies which are always needed by the package for basic operation become part of the implicit main group:

[tool.poetry.dependencies]
python = "^3.8"
numpy = "^1.24.4"
astropy = "^5.2.2"

Note that this is also where the required Python version is defined just like any other dependency. Poetry will take care of putting it correctly in the METADATA.

Groups

Dependency groups are a way to organize dependencies internally for use with poetry. These are typically dependencies not used in the package by the end user, but as part of the development / testing / building / deployment process. To define dependencies as part of a group we'll call docs, use:

[tool.poetry.group.docs.dependencies]
sphinx = "^5.3.0"
sphinx-rtd-theme = "^0.5.1"
jupyter-sphinx = "^0.2.3"

Important

Dependencies listed in groups can only be installed using Poetry, not e.g. pip.

Optional groups

Groups can be optional or non-optional (the default). To make a group optional, add:

[tool.poetry.group.docs]
optional = true

This should by convention be placed above the previous section that defines dependencies for the same group.

The difference between an optional and a non-optional group is simply that poetry install will install all non-optional dependencies (and those listed as "normal" dependencies), but not optional ones by default. This can be changed via e.g. poetry install --with docs, to install the docs group, or e.g. poetry install --without test to not install the (non-optional) test group.

Extras

Extra dependencies

Extras are dependencies that are not necessarily needed for basic operation of the package, but may be used for some advanced funcitonality. Extras are always opt-in, and never installed by default. To define a dependency as an extra, use the syntax from the following example:

synphot = { version = "^1.1.0", optional = true }

Importantly, this must be placed in the "normal" dependencies, not as part of a group!

Defining extras

To make extra dependencies installable (via Poetry, or any other tool like pip), they must be mentioned in an "extra":

[tool.poetry.extras]
syn = ["synphot"]

In this example, the extra syn is defined, which requires the synphot package, previously defined as an optional (extra) dependency. Note that this is a list, so multiple dependencies can be listed for an extra. Further note that any extra dependency can also be part of multiple extras.

Installing extras

Using Poetry, extras can be installed via poetry install -E syn (using the example from above), or via poetry install --all-extras to install all extras.

Using pip, the example from above can be installed via pip install mypackage[syn].

What to put where

As a rule-of-thumb, if it's something that's required for normal operation of the package's basic functionality, put it in the "normal" dependencies. If it's used only by some advanced users in a small number of use cases, it's more nuanced: If it's a simple, lightweight dependency, that isn't known for causing issues and doesn't in turn depend on a lot of (or heavyweight) other packages, it can be kept in the "normal" dependencies for simplicity. If on the other hand it is something that can be troublesome to install, or only works in certain environments, or in turn depends on a lot of other packages, it's probably better to put it in an extra.

Furthermore, if it's something that is only used for testing (e.g. pytest) or development (e.g. mypy) or documentation building (e.g. sphinx), but not by the normal end user, it should be part of a dependency group. To furher differentiate those cases, if it's something that's used all the time in development (like e.g. pytest), it should be part of a non-optional group. However if it's only used in very special applications (like anything documentation-related), it should be in an optional group.

Conventions

For AstarVienna's packages, the following conventions are used:

Standard groups

test

Dependencies like pytest, pytest-cov, and anything else used for normal unit test, integration tests, etc. becomes part of the non-optional test group:

[tool.poetry.group.test.dependencies]
pytest = "^7.4.3"
pytest-cov = "^4.1.0"

docs

Everything related to documentation building becomes part of the optional docs group:

[tool.poetry.group.docs]
optional = true

[tool.poetry.group.docs.dependencies]
sphinx = "^5.3.0"
sphinx-rtd-theme = "^0.5.1"
jupyter-sphinx = "^0.2.3"

The name docs is fairly standardized for this and also what e.g. readthedocs expects for use with Poetry (although that can be modified).

dev

The dev group is reserved for any dev-only dependencies that are not part of the tests, but still might be used in the dvelopment process, e.g. mypy or pylint. It should be optional, unless it's very commonly used in development, and contains only trivial packages.

poetry.lock

Most projects have a poetry.lock file, which list the lowest version of each depency that can be used by the project. poetry.lock is used in the continous integration to verify that we indeed list the correct minimum dependencies. Upgrading a dependency requires updating poetry.lock.

For example, do the following to upgrade astropy from 5.3.3 to 5.3.4:

  1. Change the astropy version number to 5.3.4 in pyproject.toml, so without the caret ^, without committing the file. Omitting the ^ is necessary because otherwise it'll go to the latest version that matches.
  2. Run poetry lock --no-update. This will resolve all the dependency version constraints against each other and sync the lock file with pyproject.toml, without changing any other version that were defined with ^x.y
  3. Change the astropy version number to ^5.3.4, including the caret.
  4. Run poetry lock --no-update again. This will simply sync the version constraint from pyproject.toml to the lock file (that is, add the ^ to the lock file). You shouldn't see any other change at this point. This last step is necessary so poetry won't complain that they're out of sync (optionally run poetry check afterwards to confirm this).
  5. Commit both pyproject.toml and poetry.lock.

Other tools

Pytest

This section can be used for global configurations of Pytest, e.g.

[tool.pytest.ini_options]
addopts = "--strict-markers"
markers = [
    "webtest: marks tests as requiring network (deselect with '-m \"not webtest\"')",
]
filterwarnings = [
    "error",
    # Should probably be fixed:
    "ignore::ResourceWarning",
    "ignore:The fit may be poorly conditioned:astropy.utils.exceptions.AstropyUserWarning",
    # Raised when saving fits files, not so important to fix:
    "ignore:.*a HIERARCH card will be created.*:astropy.io.fits.verify.VerifyWarning",
]

This will:

  • Create a pytest marker webtest that can be used as @pytest.mark.webtest.
  • Treat all warnings as errors, except the ones that match those listed explicity to be ignored. (In this example, some common astropy warnings are ignored.)

Coverage

To exclude the test from the coverage (which would always be 100% anyway), add:

[tool.coverage.report]
omit = ["mypackage/tests/*"]

If the tests folder is located somewhere else, the path has to be adjusted accordingly.