zulip/docs/subsystems/api-release-checklist.md

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# Zulip PyPI packages release checklist
Zulip manages the following three PyPI packages from the
[zulip/python-zulip-api][python-zulip-api] repository:
- [zulip][zulip-package]: The package containing the
[Zulip API](https://zulip.com/api/) Python bindings.
- [zulip_bots][zulip-bots-package]: The package containing
[Zulip's interactive bots](https://zulip.com/api/running-bots).
- [zulip_botserver][zulip-botserver-package]: The package for Zulip's Botserver.
The `python-zulip-api` packages are often released all together. Here is a
checklist of things one must do before making a PyPI release:
1. Increment `__version__` in `zulip/__init__.py`, `ZULIP_BOTS_VERSION` in
`zulip_bots/setup.py`, and `ZULIP_BOTSERVER_VERSION` in
`zulip_botserver/setup.py`. They should all be set to the same version
number.
2. Set `IS_PYPA_PACKAGE` to `True` in `zulip_bots/setup.py`. **Note**:
Setting this constant to `True` prevents `setup.py` from including content
that should not be a part of the official PyPI release, such as logos,
assets and documentation files. However, this content is required by the
[Zulip server repo][zulip-repo] to render the interactive bots on
[Zulip's integrations page](https://zulip.com/integrations/). The server
repo installs the `zulip_bots` package
[directly from the GitHub repository][requirements-link] so that this extra
content is included in its installation of the package.
3. Follow PyPI's instructions in
[Generating distribution archives][generating-dist-archives] to generate the
archives for each package. It is recommended to manually inspect the build output
for the `zulip_bots` package to make sure that the extra files mentioned above
are not included in the archives.
4. Follow PyPI's instructions in [Uploading distribution archives][upload-dist-archives]
to upload each package's archives to TestPyPI, which is a separate instance of the
package index intended for testing and experimentation. **Note**: You need to
[create a TestPyPI](https://test.pypi.org/account/register/) account for this step.
5. Follow PyPI's instructions in [Installing your newly uploaded package][install-pkg]
to test installing all three packages from TestPyPI.
6. If everything goes well in step 5, you may repeat step 4, except this time, upload
the packages to the actual Python Package Index.
7. Once the packages are uploaded successfully, set `IS_PYPA_PACKAGE` to `False` in
`zulip_bots/setup.py` and commit your changes with the version increments. Push
your commit to `python-zulip-api`. Create a release tag and push the tag as well.
See [the tag][example-tag] and [the commit][example-commit] for the 0.8.1 release
to see an example.
Now it is time to [update the dependencies](dependencies) in the
[Zulip server repository][zulip-repo]:
1. Increment `PROVISION_VERSION` in `version.py`. A minor version bump should suffice in
most cases.
2. Update the release tags in the Git URLs for `zulip` and `zulip_bots` in
`requirements/common.in`.
3. Run `tools/update-locked-requirements` to update the rest of the requirements files.
4. Commit your changes and submit a PR! **Note**: See
[this example commit][example-zulip-commit] to get an idea of what the final change
looks like.
## Other PyPI packages maintained by Zulip
Zulip also maintains two additional PyPI packages:
- [fakeldap][fakeldap]: A simple package for mocking LDAP backend servers
for testing.
- [virtualenv-clone][virtualenvclone]: A package for cloning a non-relocatable
virtualenv.
The release process for these two packages mirrors the release process for the
`python-zulip-api` packages, minus the steps specific to `zulip_bots` and the
update to dependencies required in the [Zulip server repo][zulip-repo].
[zulip-repo]: https://github.com/zulip/zulip
[python-zulip-api]: https://github.com/zulip/python-zulip-api
[zulip-package]: https://github.com/zulip/python-zulip-api/tree/main/zulip
[zulip-bots-package]: https://github.com/zulip/python-zulip-api/tree/main/zulip_bots
[zulip-botserver-package]: https://github.com/zulip/python-zulip-api/tree/main/zulip_botserver
[requirements-link]: https://github.com/zulip/zulip/blob/main/requirements/common.in#L116
[generating-dist-archives]: https://packaging.python.org/en/latest/tutorials/packaging-projects/#generating-distribution-archives
[upload-dist-archives]: https://packaging.python.org/en/latest/tutorials/packaging-projects/#uploading-the-distribution-archives
[install-pkg]: https://packaging.python.org/en/latest/tutorials/packaging-projects/#installing-your-newly-uploaded-package
[example-tag]: https://github.com/zulip/python-zulip-api/releases/tag/0.8.1
[example-commit]: https://github.com/zulip/python-zulip-api/commit/fec8cc50c42f04c678a0318f60a780d55e8f382b
[example-zulip-commit]: https://github.com/zulip/zulip/commit/0485aece4e58a093cf45163edabe55c6353a0b3a#
[fakeldap]: https://github.com/zulip/fakeldap
[virtualenvclone]: https://pypi.org/project/virtualenv-clone/