#!/usr/bin/env python # coding: utf-8 # # About this notebook # # This is a conversion of the official ["Porting Python 2 Code to Python 3" HOWTO](https://docs.python.org/2/howto/pyporting.html) into notebook format (in August 2015). You can always view and download the `.ipynb` file [on nbviewer](http://nbviewer.ipython.org/gist/brettcannon/3e40637ab25761836b89). If you would like to play with/edit this notebook online, you can use the [in-preview notebook service in Azure ML Studio](http://blogs.technet.com/b/machinelearning/archive/2015/07/24/introducing-jupyter-notebooks-in-azure-ml-studio.aspx): # # 0. Create/open a notebook # 0. Go to `File -> Open...` to access the native Jupyter Notebook management page # 0. Click the `Upload` button to upload the `.ipnyb` file # 0. Click the `Upload` button next to the file name and wait for the `Upload` button to disappear # 0. Click your new notebook to open it # # The short explanation # # To make your project be single-source Python 2/3 compatible, the basic steps are: # 1. Update your code to drop support for Python 2.5 or older (supporting only Python 2.7 is ideal) # 2. Make sure you have good test coverage ([coverage.py](https://pypi.python.org/pypi/coverage) can help; `pip install coverage`) # 3. Learn the differences between Python 2 & 3 # 4. Use [Modernize](http://python-modernize.readthedocs.org/en/latest) or [Futurize](http://python-future.org/automatic_conversion.html) to update your code (`pip install modernize` or `pip install future`, respectively) # 5. Use [Pylint](https://pypi.python.org/pypi/pylint) to help make sure you don't regress on your Python 3 support (if only supporting Python 2.7/3.4 or newer; `pip install pylint`) # 6. Use [caniusepython3](https://pypi.python.org/pypi/caniusepython3) to find out which of your dependencies are blocking your use of Python 3 (`pip install caniusepython3`) # 7. Once your dependencies are no longer blocking you, use continuous integration to make sure you stay compatible with Python 2 & 3 ([tox](https://pypi.python.org/pypi/tox) can help test against multiple versions of Python; `pip install tox`) # # If you are dropping support for Python 2 entirely, then after you learn the differences between Python 2 & 3 you can run [2to3](https://docs.python.org/3/library/2to3.html) over your code and skip the rest of the steps outlined above. # # # Details # # A key point about supporting Python 2 & 3 simultaneously is that you can start **today**! Even if your dependencies are not supporting Python 3 yet that does not mean you can't modernize your code **now** to support Python 3. Most changes required to support Python 3 lead to cleaner code using newer practices even in Python 2. # # Another key point is that modernizing your Python 2 code to also support Python 3 is largely automated for you. While you might have to make some API decisions thanks to Python 3 clarifying text data versus binary data, the lower-level work is now mostly done for you and thus can at least benefit from the automated changes immediately. # # Keep those key points in mind while you read on about the details of porting your code to support Python 2 & 3 simultaneously. # # ## Drop support for Python 2.5 and older (at least) # # While you can make Python 2.5 work with Python 3, it is much easier if you only have to work with Python 2.6 or newer (and easier still if you only have to work with Python 2.7). If dropping Python 2.5 is not an option then the six project can help you support Python 2.5 & 3 simultaneously (`pip install six`). Do realize, though, that nearly all the projects listed in this HOWTO will not be available to you. # # If you are able to only support Python 2.6 or newer, then the required changes to your code should continue to look and feel like idiomatic Python code. At worst you will have to use a function instead of a method in some instances or have to import a function instead of using a built-in one, but otherwise the overall transformation should not feel foreign to you. # # But please aim for Python 2.7. Bugfixes for that version of Python will continue until 2020 while Python 2.6 is no longer supported. There are also some tools mentioned in this HOWTO which do not support Python 2.6 (e.g., [Pylint](https://pypi.python.org/pypi/pylint)), and this will become more commonplace as time goes on. # # ## Make sure you specify the proper version support in your `setup.py` file # # In your `setup.py` file you should have the proper [trove classifier](https://pypi.python.org/pypi?%3Aaction=list_classifiers) specifying what versions of Python you support. As your project does not support Python 3 yet you should at least have `Programming Language :: Python :: 2 :: Only` specified. Ideally you should also specify each major/minor version of Python that you do support, e.g. `Programming Language :: Python :: 2.7`. # ## Have good test coverage # # Once you have your code supporting the oldest version of Python 2 you want it to, you will want to make sure your test suite has good coverage. A good rule of thumb is that if you want to be confident enough in your test suite that any failures that appear after having tools rewrite your code are actual bugs in the tools and not in your code. If you want a number to aim for, try to get over 80% coverage (and don't feel bad if you can't easily get past 90%). If you don't already have a tool to measure test coverage then [coverage.py](https://pypi.python.org/pypi/coverage) is recommended. # ## Learn the differences between Python 2 & 3 # # Once you have your code well-tested you are ready to begin porting your code to Python 3! But to fully understand how your code is going to change and what you want to look out for while you code, you will want to learn what changes Python 3 makes in terms of Python 2. Typically the two best ways of doing that is reading the [What's New](https://docs.python.org/3/whatsnew/index.html) doc for each release of Python 3 and the [Porting to Python 3](http://python3porting.com/) book (which is free online). There is also a handy [cheat sheet](http://python-future.org/compatible_idioms.html) from the Python-Future project. # ## Update your code # # Once you feel like you know what is different in Python 3 compared to Python 2, it's time to update your code! You have a choice between two tools in porting your code automatically: [Modernize](http://python-modernize.readthedocs.org/en/latest/) and [Futurize](http://python-future.org/automatic_conversion.html). Which tool you choose will depend on how much like Python 3 you want your code to be. Futurize does its best to make Python 3 idioms and practices exist in Python 2, e.g. backporting the `bytes` type from Python 3 so that you have semantic parity between the major versions of Python. Modernize, on the other hand, is more conservative and targets a Python 2/3 subset of Python, relying on six to help provide compatibility. # # Regardless of which tool you choose, they will update your code to run under Python 3 while staying compatible with the version of Python 2 you started with. Depending on how conservative you want to be, you may want to run the tool over your test suite first and visually inspect the diff to make sure the transformation is accurate. After you have transformed your test suite and verified that all the tests still pass as expected, then you can transform your application code knowing that any tests which fail is a translation failure. # # Unfortunately the tools can't automate everything to make your code work under Python 3 and so there are a handful of things you will need to update manually to get full Python 3 support (which of these steps are necessary vary between the tools). Read the documentation for the tool you choose to use to see what it fixes by default and what it can do optionally to know what will (not) be fixed for you and what you may have to fix on your own (e.g. using `io.open()` over the built-in `open()` function is off by default in Modernize). Luckily, though, there are only a couple of things to watch out for which can be considered large issues that may be hard to debug if not watched for. # # ### Division # # In Python 2, integer division operated in a way that programmers are used to: performing the division and then flooring the result to an integer (referred to as _classic_ division in the Python documentation). # In[122]: get_ipython().run_cell_magic('python2', '', 'print 5 / 2\n') # But for Python 3 it was decided integer division should be more like what you learned in school and return a `float` result that more accurately represented the result of the division (what the Python documentation refers to as _true_ division). # In[123]: get_ipython().run_cell_magic('python3', '', 'print(5 / 2)\n') # This change has actually been planned since [Python 2.2.0](https://www.python.org/download/releases/2.2/) which was released December 2001. Since then users have been encouraged to add the appropriate `__future__` statement to get Python 3 semantics in Python 2. # In[124]: get_ipython().run_cell_magic('python2', '', 'from __future__ import division\nprint 5 / 2\n') # You can also run the interpreter with the `-Q` flag to get the same semantics as the `__future__` import or to get a warning when using classic division in Python 2. # In[125]: get_ipython().system('python2 -Qnew -c "print 5 / 2"') # In[126]: get_ipython().system('python2 -Qwarn -c "print 5 / 2"') # If you want the Python 2 style of integer division in either Python 2 or 3, then you can use the `//` operator (the floor division operator). # In[127]: get_ipython().run_cell_magic('python2', '', 'print 5 // 2\n') # In[128]: get_ipython().run_cell_magic('python2', '', 'from __future__ import division # Does not effect floor division.\nprint 5 // 2\n') # In[129]: get_ipython().run_cell_magic('python3', '', 'print(5 // 2)\n') # The reason that `/` isn't simply translated to `//` automatically is that if an object defines its own `__floordiv__` method then the translation would lead to different results under Python 3. # In[130]: get_ipython().run_cell_magic('python2', '', 'from __future__ import print_function\n\nclass FloorDivIsZero(int):\n def __floordiv__(self, _):\n return 0\n \nprint(FloorDivIsZero(5) / 2)\n') # In[131]: get_ipython().run_cell_magic('python3', '', 'from __future__ import print_function\n# Class contains the same code as in the Python 2 cell above.\nclass FloorDivIsZero(int):\n def __floordiv__(self, _):\n return 0\n \nprint(FloorDivIsZero(5) // 2) # Translated from `/` in Python 2 code.\n') # ### Text versus binary data # # In Python 2 you could use the `str` type for both text and binary data. Unfortunately this confluence of two different concepts could lead to brittle code which sometimes worked for either kind of data, sometimes not. It also could lead to confusing APIs if people didn't explicitly state that something that accepted `str` accepted either text or binary data instead of one specific type. This complicated the situation especially for anyone supporting multiple languages as APIs wouldn't bother explicitly supporting `unicode` when they claimed text data support. # # To make the distinction between text and binary data clearer and more pronounced, Python 3 did what most languages created during the age of the internet have done and made text and binary data distinct types that cannot blindly be mixed together (Python predates widespread access to the internet thanks to its development starting in December 1989). For any code that only deals with text or only binary data, this separation doesn't pose an issue. But for code that has to deal with both, it does mean you might have to now care about when you are using text compared to binary data, which is why this cannot be entirely automated. # # To start, you will need to decide which APIs take text and which take binary (it is **highly** recommended you don't design APIs that can take both due to the difficulty of keeping the code working; as stated earlier it is difficult to do well). In Python 2 this means making sure the APIs that take text can work with `unicode` in Python 2 and those that work with binary data work with the `bytes` type from Python 3 and thus a subset of `str` in Python 2 (which the `bytes` type in Python 2 is an alias for `str`). Usually the biggest issue is realizing which methods exist for which types in Python 2 & 3 simultaneously (for text that's `unicode` in Python 2 and `str` in Python 3, for binary that's `str`/`bytes` in Python 2 and `bytes` in Python 3). The following cell shows the unique methods of each data type between Python 2 versus Python 3 as well as what is unique regardless of version (e.g., the `decode()` method is usable on the equivalent binary data type in either Python 2 or 3, but it can't be used by the text data type consistently between Python 2 and 3 because `str` in Python 3 doesn't have the method). # In[132]: import ast def output_to_set(output): """Convert captured shell output to a frozenset.""" return frozenset(ast.literal_eval(output[0])) def pprint_set(set_, *, indent): """Print each item in a set on its own line with a specified indentation.""" for item in sorted(set_): if item.startswith('_') and not item.startswith('__'): continue print(' ' * indent + item) py2_text_methods_output = get_ipython().getoutput('python2 -c "print dir(str)"') py2_text_unicode_methods_output = get_ipython().getoutput('python2 -c "print dir(unicode)"') py2_binary_methods_output = get_ipython().getoutput('python2 -c "print dir(bytes)"') py3_text_methods_output = get_ipython().getoutput('python3 -c "print(dir(str))"') py3_binary_methods_output = get_ipython().getoutput('python3 -c "print(dir(bytes))"') py2_text_methods = output_to_set(py2_text_methods_output) py2_text_unicode_methods = output_to_set(py2_text_methods_output) py2_binary_methods = output_to_set(py2_binary_methods_output) py3_text_methods = output_to_set(py3_text_methods_output) py3_binary_methods = output_to_set(py3_binary_methods_output) print("Methods unique to Python 2 (i.e., not available in Python 3 on the equivalent type):") print(' Text type (as str from Python 2):') pprint_set(py2_text_methods.difference(py3_text_methods), indent=8) print(' Text type (as unicode from Python 2):') pprint_set(py2_text_unicode_methods.difference(py3_text_methods), indent=8) print(' Binary type:') pprint_set(py2_binary_methods.difference(py3_binary_methods), indent=8) common_text_methods = py2_text_methods.intersection(py3_text_methods) common_binary_methods = py2_binary_methods.intersection(py3_binary_methods) print("Methods unique to a type regardless of Python version (i.e., don't use on the wrong type in Python 2):") print(' Text type:') pprint_set(common_text_methods.difference(common_binary_methods), indent=8) print(' Binary type:') pprint_set(common_binary_methods.difference(common_text_methods), indent=8) # Making the distinction easier to handle can be accomplished by encoding and decoding between binary data and text at the edge of your code. This means that when you receive text in binary data, you should immediately decode it. And if your code needs to send text as binary data then encode it as late as possible. This allows your code to work with only text internally and thus eliminates having to keep track of what type of data you are working with. # # The next issue is making sure you know whether the string literals in your code represent text or binary data. At minimum you should add a `b` prefix to any literal that represents binary data. For text you should either use the `from __future__ import unicode_literals` statement or add a `u` prefix to the text literal. # In[133]: get_ipython().run_cell_magic('python2', '', "from __future__ import unicode_literals\nprint type('')\n") # In[134]: get_ipython().run_cell_magic('python2', '', "print type(u'')\n") # As part of this dichotomy you also need to be careful about opening files. Unless you have been working on Windows, there is a chance you have not always bothered to add the `b` mode when opening a binary file (e.g., `rb` for binary reading). Under Python 3, binary files and text files are clearly distinct and mutually incompatible; see the [io module](https://docs.python.org/2/library/io.html#module-io) for details. Therefore, you must make a decision of whether a file will be used for binary access (allowing to read and/or write binary data) or text access (allowing to read and/or write text data). You should also use `io.open()` for opening files instead of the built-in `open()` function as the io module is consistent from Python 2 to 3 while the built-in `open()` function is not (in Python 3 it's actually `io.open()`). # In[135]: get_ipython().run_cell_magic('python2', '', "from __future__ import unicode_literals\n\nimport io\nimport os\n\n# Working with a file specifying a 'b' mode.\nwith io.open('some_binary_file.txt', 'wb') as file:\n file.write('Some text encoded as UTF-32'.encode('utf-32'))\n\n# Working with a file with a specified encoding.\nwith io.open('some_binary_file.txt', 'r', encoding='utf-32') as file:\n print file.read()\n") # Another semantic change to be aware of is that the constructors of both `str` and `bytes` have different semantics for the same arguments between Python 2 & 3. # In[136]: get_ipython().run_cell_magic('python2', '', "from __future__ import print_function\nprint('`int` argument for `bytes` type:', repr(bytes(3)))\nprint('`bytes argument for `str` type:', repr(str(b'3')))\n") # In[137]: get_ipython().run_cell_magic('python3', '', "# Exact same code as above for Python 2.\nfrom __future__ import print_function\nprint('`int` argument for `bytes` type:', repr(bytes(3)))\nprint('`bytes argument for `str` type:', repr(str(b'3')))\n") # Finally, the indexing of binary data requires careful handling due to Python 3 returning an `int` in that instance (slicing does not require any special handling). # In[138]: get_ipython().run_cell_magic('python2', '', "from __future__ import print_function\n\nprint(b'B')\nprint(b'ABC'[1])\nprint('Indexing compares equal to `bytes` literal:', b'ABC'[1] == b'B')\n") # In[139]: get_ipython().run_cell_magic('python3', '', "from __future__ import print_function\n\nprint(b'B')\nprint(b'ABC'[1])\nprint('Indexing compares equal to `bytes` literal:', b'ABC'[1] == b'B')\n") # The [six](https://pypi.python.org/pypi/six) project has a function named `six.indexbytes()` which will return an integer like in Python 3: `six.indexbytes(b'ABC', 1) == ord(b'B')`. # # The other option is to use a single-item slice instead of indexing, but be aware that this won't raise an `IndexError` if the slice extends beyond the length of the `bytes` object. # In[140]: get_ipython().run_cell_magic('python2', '', "from __future__ import print_function\n\nprint(b'ABC'[1:2] == b'B')\n") # In[141]: get_ipython().run_cell_magic('python3', '', "from __future__ import print_function\n\nprint(b'ABC'[1:2] == b'B')\n") # To summarize: # 1. Decide which of your APIs take text and which take binary data # 2. Make sure that your code that works with text also works with `unicode` and code for binary data works with `bytes` in Python 2 (see the section above for what methods you can or cannot use for each type) # 3. Mark all binary literals with a `b` prefix, use a `u` prefix or `__future__` import statement for text literals # 4. Decode binary data to text as soon as possible, encode text as binary data as late as possible # 5. Open files using `io.open()` and make sure to specify the `b` mode when appropriate # 6. Be careful when indexing binary data # ## Prevent compatibility regressions # # Once you have fully translated your code to be compatible with Python 3, you will want to make sure your code doesn't regress and stop working under Python 3. This is especially true if you have a dependency which is blocking you from actually running under Python 3 at the moment. # # To help with staying compatible, any new modules you create should have at least the following block of code at the top of it: # ```python # from __future__ import absolute_import # from __future__ import division # from __future__ import print_function # from __future__ import unicode_literals # ``` # # You can also run Python 2 with the `-3` flag to be warned about various compatibility issues your code triggers during execution. If you turn warnings into errors with `-Werror` then you can make sure that you don't accidentally miss a warning. # In[142]: get_ipython().system('python2 -3 -Werror -c "print 5 / 2"') # Starting in Python 3.5 you can rely on the `-bb` flag to the interpreter to warn you when you compare a `bytes` object against an `int` or `str` object. # In[143]: import sys get_ipython().system('python3 -bb -c "print(b\'B\' == \'B\')"') print() if sys.version_info.major >= 3 and sys.version_info.minor >= 5: get_ipython().system('python3 -bb -c "print(b\'B\' == ord(b\'B\'))"') else: print('Demonstrating the `bytes == int` warning requires at least Python 3.5, using Python', '.'.join(map(str, sys.version_info[:3]))) # You can also use the Pylint project and its `--py3k` flag to lint your code to receive warnings when your code begins to deviate from Python 3 compatibility. This also prevents you from having to run [Modernize](http://python-modernize.readthedocs.org/en/latest/) or [Futurize](http://python-future.org/automatic_conversion.html) over your code regularly to catch compatibility regressions. This does require you only support Python 2.7 and Python 3.4 or newer as that is Pylint's minimum Python version support. # ## Check which of your dependencies are blocking your transition # # **After** you have made your code compatible with Python 3 you should begin to care about whether your dependencies have also been ported. The caniusepython3 project was created to help you determine which projects -- directly or indirectly -- are blocking you from supporting Python 3. There is both a command-line tool as well as a web interface at [caniusepython3.com](https://caniusepython3.com). # # The project also provides code which you can integrate into your test suite so that you will have a failing test when you no longer have dependencies blocking you from using Python 3. This allows you to avoid having to manually check your dependencies and to be notified quickly when you can start running on Python 3. # # ## Update your `setup.py` file to denote Python 3 compatibility # # Once your code works under Python 3, you should update the classifiers in your `setup.py` to contain `Programming Language :: Python :: 3` and to not specify sole Python 2 support. This will tell anyone using your code that you support Python 2 and 3. Ideally you will also want to add classifiers for each major/minor version of Python you now support. # ## Use continuous integration to stay compatible # # Once you are able to fully run under Python 3 you will want to make sure your code always works under both Python 2 & 3. Probably the best tool for running your tests under multiple Python interpreters is [tox](https://pypi.python.org/pypi/tox). You can then integrate tox with your continuous integration system so that you never accidentally break Python 2 or 3 support. # # Do make sure to follow the suggestions in the "Prevent Compatibility Regressions" section of this notebook when running your continuous integration. E.g., the `-bb` flag is useful to always run your tests under. # # And that's mostly it! At this point your code base is compatible with both Python 2 and 3 simultaneously. Your testing will also be set up so that you don't accidentally break Python 2 or 3 compatibility regardless of which version you typically run your tests under while developing. # # # Dropping Python 2 support completely # # you are able to fully drop support for Python 2, then the steps required to transition to Python 3 simplify greatly. # 1. Update your code to only support Python 2.7 # 2. Make sure you have good test coverage ([coverage.py](https://pypi.python.org/pypi/coverage) can help) # 3. Learn the differences between Python 2 & 3 # 4. Use [2to3](https://docs.python.org/3/library/2to3.html) to rewrite your code to run only under Python 3 # # After this your code will be fully Python 3 compliant but in a way that is not supported by Python 2. You should also update the classifiers in your `setup.py` to contain `Programming Language :: Python :: 3 :: Only`. #