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================
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Vendoring Policy
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================
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* Vendored libraries **MUST** not be modified except as required to
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successfully vendor them.
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* Vendored libraries **MUST** be released copies of libraries available on
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PyPI.
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* Vendored libraries **MUST** be available under a license that allows
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them to be integrated into ``pip``, which is released under the MIT license.
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* Vendored libraries **MUST** be accompanied with LICENSE files.
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* The versions of libraries vendored in pip **MUST** be reflected in
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``pip/_vendor/vendor.txt``.
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* Vendored libraries **MUST** function without any build steps such as ``2to3``
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or compilation of C code, practically this limits to single source 2.x/3.x and
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pure Python.
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* Any modifications made to libraries **MUST** be noted in
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``pip/_vendor/README.rst`` and their corresponding patches **MUST** be
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included ``tools/vendoring/patches``.
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* Vendored libraries should have corresponding ``vendored()`` entries in
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``pip/_vendor/__init__.py``.
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Rationale
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=========
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Historically pip has not had any dependencies except for ``setuptools`` itself,
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choosing instead to implement any functionality it needed to prevent needing
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a dependency. However, starting with pip 1.5, we began to replace code that was
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implemented inside of pip with reusable libraries from PyPI. This brought the
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typical benefits of reusing libraries instead of reinventing the wheel like
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higher quality and more battle tested code, centralization of bug fixes
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(particularly security sensitive ones), and better/more features for less work.
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However, there are several issues with having dependencies in the traditional
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way (via ``install_requires``) for pip. These issues are:
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**Fragility**
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When pip depends on another library to function then if for whatever reason
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that library either isn't installed or an incompatible version is installed
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then pip ceases to function. This is of course true for all Python
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applications, however for every application *except* for pip the way you fix
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it is by re-running pip. Obviously, when pip can't run, you can't use pip to
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fix pip, so you're left having to manually resolve dependencies and
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installing them by hand.
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**Making other libraries uninstallable**
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One of pip's current dependencies is the ``requests`` library, for which pip
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requires a fairly recent version to run. If pip depended on ``requests`` in
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the traditional manner, then we'd either have to maintain compatibility with
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every ``requests`` version that has ever existed (and ever will), OR allow
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pip to render certain versions of ``requests`` uninstallable. (The second
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issue, although technically true for any Python application, is magnified by
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pip's ubiquity; pip is installed by default in Python, in ``pyvenv``, and in
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``virtualenv``.)
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**Security**
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This might seem puzzling at first glance, since vendoring has a tendency to
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complicate updating dependencies for security updates, and that holds true
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for pip. However, given the *other* reasons for avoiding dependencies, the
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alternative is for pip to reinvent the wheel itself. This is what pip did
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historically. It forced pip to re-implement its own HTTPS verification
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routines as a workaround for the Python standard library's lack of SSL
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validation, which resulted in similar bugs in the validation routine in
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``requests`` and ``urllib3``, except that they had to be discovered and
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fixed independently. Even though we're vendoring, reusing libraries keeps
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pip more secure by relying on the great work of our dependencies, *and*
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allowing for faster, easier security fixes by simply pulling in newer
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versions of dependencies.
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**Bootstrapping**
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Currently most popular methods of installing pip rely on pip's
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self-contained nature to install pip itself. These tools work by bundling a
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copy of pip, adding it to ``sys.path``, and then executing that copy of pip.
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This is done instead of implementing a "mini installer" (to reduce
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duplication); pip already knows how to install a Python package, and is far
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more battle-tested than any "mini installer" could ever possibly be.
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Many downstream redistributors have policies against this kind of bundling, and
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instead opt to patch the software they distribute to debundle it and make it
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rely on the global versions of the software that they already have packaged
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(which may have its own patches applied to it). We (the pip team) would prefer
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it if pip was *not* debundled in this manner due to the above reasons and
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instead we would prefer it if pip would be left intact as it is now.
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In the longer term, if someone has a *portable* solution to the above problems,
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other than the bundling method we currently use, that doesn't add additional
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problems that are unreasonable then we would be happy to consider, and possibly
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switch to said method. This solution must function correctly across all of the
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situation that we expect pip to be used and not mandate some external mechanism
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such as OS packages.
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Modifications
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=============
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* ``setuptools`` is completely stripped to only keep ``pkg_resources``.
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* ``pkg_resources`` has been modified to import its dependencies from
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``pip._vendor``, and to use the vendored copy of ``platformdirs``
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rather than ``appdirs``.
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* ``packaging`` has been modified to import its dependencies from
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``pip._vendor``.
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* ``CacheControl`` has been modified to import its dependencies from
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``pip._vendor``.
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* ``requests`` has been modified to import its other dependencies from
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``pip._vendor`` and to *not* load ``simplejson`` (all platforms) and
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``pyopenssl`` (Windows).
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* ``platformdirs`` has been modified to import its submodules from ``pip._vendor.platformdirs``.
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Automatic Vendoring
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===================
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Vendoring is automated via the `vendoring <https://pypi.org/project/vendoring/>`_ tool from the content of
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``pip/_vendor/vendor.txt`` and the different patches in
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``tools/vendoring/patches``.
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Launch it via ``vendoring sync . -v`` (requires ``vendoring>=0.2.2``).
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Tool configuration is done via ``pyproject.toml``.
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To update the vendored library versions, we have a session defined in ``nox``.
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The command to upgrade everything is::
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nox -s vendoring -- --upgrade-all --skip urllib3 --skip setuptools
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At the time of writing (April 2025) we do not upgrade ``urllib3`` because the
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next version is a major upgrade and will be handled as an independent PR. We also
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do not upgrade ``setuptools``, because we only rely on ``pkg_resources``, and
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tracking every ``setuptools`` change is unnecessary for our needs.
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Managing Local Patches
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======================
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The ``vendoring`` tool automatically applies our local patches, but updating,
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the patches sometimes no longer apply cleanly. In that case, the update will
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fail. To resolve this, take the following steps:
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1. Revert any incomplete changes in the revendoring branch, to ensure you have
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a clean starting point.
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2. Run the revendoring of the library with a problem again: ``nox -s vendoring
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-- --upgrade <library_name>``.
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3. This will fail again, but you will have the original source in your working
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directory. Review the existing patch against the source, and modify the patch
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to reflect the new version of the source. If you ``git add`` the changes the
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vendoring made, you can modify the source to reflect the patch file and then
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generate a new patch with ``git diff``.
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4. Now, revert everything *except* the patch file changes. Leave the modified
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patch file unstaged but saved in the working tree.
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5. Re-run the vendoring. This time, it should pick up the changed patch file
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and apply it cleanly. The patch file changes will be committed along with the
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revendoring, so the new commit should be ready to test and publish as a PR.
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Debundling
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==========
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As mentioned in the rationale, we, the pip team, would prefer it if pip was not
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debundled (other than optionally ``pip/_vendor/requests/cacert.pem``) and that
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pip was left intact. However, if you insist on doing so, we have a
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semi-supported method (that we don't test in our CI) and requires a bit of
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extra work on your end in order to solve the problems described above.
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1. Delete everything in ``pip/_vendor/`` **except** for
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``pip/_vendor/__init__.py`` and ``pip/_vendor/vendor.txt``.
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2. Generate wheels for each of pip's dependencies (and any of their
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dependencies) using your patched copies of these libraries. These must be
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placed somewhere on the filesystem that pip can access (``pip/_vendor`` is
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the default assumption).
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3. Modify ``pip/_vendor/__init__.py`` so that the ``DEBUNDLED`` variable is
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``True``.
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4. Upon installation, the ``INSTALLER`` file in pip's own ``dist-info``
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directory should be set to something other than ``pip``, so that pip
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can detect that it wasn't installed using itself.
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5. *(optional)* If you've placed the wheels in a location other than
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``pip/_vendor/``, then modify ``pip/_vendor/__init__.py`` so that the
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``WHEEL_DIR`` variable points to the location you've placed them.
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6. *(optional)* Update the ``pip_self_version_check`` logic to use the
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appropriate logic for determining the latest available version of pip and
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prompt the user with the correct upgrade message.
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Note that partial debundling is **NOT** supported. You need to prepare wheels
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for all dependencies for successful debundling.
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