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-rw-r--r--build/pypi/openbb_platform/PUBLISH.md46
1 files changed, 17 insertions, 29 deletions
diff --git a/build/pypi/openbb_platform/PUBLISH.md b/build/pypi/openbb_platform/PUBLISH.md
index 8f1545c7f3b..e844cd1b0fc 100644
--- a/build/pypi/openbb_platform/PUBLISH.md
+++ b/build/pypi/openbb_platform/PUBLISH.md
@@ -6,43 +6,31 @@ Publishing checklist:
1. Ensure all unit tests pass: `pytest openbb_platform -m "not integration"`
2. Ensure all integration tests pass: `pytest openbb_platform -m integration`
-3. Run the publishing script: `python build/pypi/openbb_platform/publish.py`
+3. Run `python -c "import openbb; openbb.build()"` to build the static assets. Make sure that only required extensions are installed.
+
+ > **Note** Run `python -c "import openbb"` after building the static to check that no additional static is being built.
+
+4. Run the following commands for publishing the packages to PyPI:
Consider using the `--dry-run` flag to check if everything is correct before publishing.
Also, it might be a good idea to run the script in batches to ensure that the packages are published correctly and the dependencies pick the correct versions.
- Example, the extension packages need to pick the latest `openbb-core` version.
- Suggested batch order:
- 1. Batch 1. Core
- 1. `openbb-core`
- 2. Batch 2. Extensions
- 1. `openbb-charting`
- 2. `openbb-crypto`
- 3. `openbb-currency`
- 4. ...
- 3. Batch 3. Toolkits
- 1. `openbb-quantitative`
- 2. `openbb-technical`
- 3. `openbb-econometrics`
- 4. ...
- 4. Batch 4. Providers
- 1. `openbb-alpha-vantage`
- 2. `openbb-benzinga`
- 3. `openbb-biztoc`
- 4. ...
- 5. Batch 5. The meta-packages
- 1. `openbb`
- When publishing this package:
- - Bump the dependency package versions
- - Re-build the static assets that are bundled with the package
-
- > Note that, in order for packages to pick up the latest versions of dependencies, it might be necessary to clear the local cache of the dependencies:
+
+ 1. For the core package run: `python build/pypi/openbb_platform/publish.py --core`
+ 2. For the extension and provider packages run: `python build/pypi/openbb_platform/publish.py --extensions`
+ 3. For the `openbb` package - **which requires manual publishing** - do the following
+ - Bump the dependency package versions
+ - Re-build the static assets that are bundled with the package
+ - Run unit tests to validate the existence of deprecated endpoints
+
+ > [!TIP]
+ > Note that, in order for packages to pick up the latest versions of dependencies, it is advised to clear the local cache of the dependencies:
>
> We can do that with `pip cache purge` and `poetry cache clear pypi --all`
>
> Also, sometimes there might be some delay in the PyPI API, so it might be necessary to wait a few minutes before publishing the next package.
-4. Update poetry files: `python build/pypi/openbb_platform/poetry_update.py`
-5. Open a PR so that changes are reflected on the main branch
+5. Update poetry files: `python build/pypi/openbb_platform/poetry_update.py`
+6. Open a PR so that changes are reflected on the main branch
Finally, check if everything works: