dataframely
SkillDev toolsBest practices for polars data processing with dataframely. Covers definitions of Schema and Collection, usage of
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The instructions your AI receives, as published by quantco/dataframely in skills/SKILL.md and read by ahel’s review.
dataframely provides two types:
dy.Schemadocuments and enforces the structure of a single data framedy.Collectiondocuments and enforces the relationships between multiple related data frames that each have their owndy.Schema
dy.Schema
A subclass of dy.Schema describes the structure of a single dataframe.
class MyHouseSchema(dy.Schema):
"""A schema for a dataframe describing houses."""
street = dy.String(primary_key=True)
number = dy.UInt16(primary_key=True)
#: Description on the number of rooms.
rooms = dy.UInt8()
#: Description on the area of the house.
area = dy.UInt16()
The schema can be used in type hints via dy.DataFrame[MyHouseSchema] and dy.LazyFrame[MyHouseSchema] to express
schema adherence statically. It can also be used to validate the structure and contents of a data frame at runtime
using validation and filtering.
dy.DataFrame[...] and dy.LazyFrame[...] are typically referred to as "typed data frames". They are typing-only
wrappers around pl.DataFrame and pl.LazyFrame, respectively, and only express intent. They are never initialized at
runtime.
Defining Constraints
Persist all implicit assumptions on the data as constraints in the schema. Use docstrings purely to answer the "what" about the column contents.
-
Use the most specific type possible for each column (e.g.
dy.Enuminstead ofdy.Stringwhen applicable). -
Use pre-defined arguments (e.g.
nullable,min,regex) for column-level constraints if possible. -
Use the
checkargument for non-standard column-level constraints that cannot be expressed using pre-defined arguments. Prefer the defining the check as a dictionary with keys describing the type of check:class MySchema(dy.Schema): col = dy.UInt8(check={"divisible_by_two": lambda col: (col % 2) == 0}) -
Use rules (i.e. methods decorated with
@dy.rule) for cross-column constraints. Use expressive names for the rules and useclsto refer to the schema:class MySchema(dy.Schema): col1 = dy.UInt8() col2 = dy.UInt8() @dy.rule() def col1_greater_col2(cls) -> pl.Expr: return cls.col1.col > cls.col2.col -
Use rules with an
overexpression for cross-row constraints beyond primary key checks.
Referencing Columns
When referencing columns of the schema anywhere in the code, always reference column as attribute of the schema class:
- Use
Schema.column.colinstead ofpl.col("column")to obtain apl.Exprreferencing the column. - Use
Schema.column.nameto reference the column name as a string.
This allows for easier refactorings and enables lookups on column definitions and constraints via LSP.
dy.Collection
A subclass of dy.Collection describes a set of related data frames, each described by a dy.Schema. Data frames in a
collection should share at least a subset of their primary key.
class MyStreetSchema(dy.Schema):
"""A schema for a dataframe describing streets."""
# Shared primary key component with MyHouseSchema
street = dy.String(primary_key=True)
city = dy.String()
class MyCollection(dy.Collection):
"""A collection of related dataframes."""
houses: dy.LazyFrame[MyHouseSchema]
streets: dy.LazyFrame[MyStreetSchema]
The collection can be used in a standalone manner (much like a dataclass). It can also be used to validate the structure and contents of its members and their relationships at runtime using validation and filtering.
Defining Constraints
Persist all implicit assumptions about the relationships between the collections' data frames as constraints in the collection.
-
Use filters (i.e. methods decorated with
@dy.filter) to enforce assumptions about the relationships (e.g. 1:1, 1:N) between the collections' data frames. Leveragedy.functionalfor writing filter logic.class MyCollection(dy.Collection): houses: dy.LazyFrame[MyHouseSchema] streets: dy.LazyFrame[MyStreetSchema] @dy.filter() def all_houses_on_known_streets(cls) -> pl.LazyFrame: return dy.functional.require_relationship_one_to_at_least_one( cls.streets, cls.houses, on="street" )
Usage Conventions
Clear Interfaces
Structure data processing code with clear interfaces documented using dataframely type hints:
def preprocess(raw: dy.LazyFrame[MyRawSchema]) -> dy.DataFrame[MyPreprocessedSchema]:
# Internal data frames do not require schemas
df: pl.LazyFrame = ...
return MyPreprocessedSchema.validate(df, cast=True)
- Use schemas for all input and output data frames in a function. Omit type hints if the function is a private helper
(prefixed with
_) unless the schema critically improves readability or testability. - Omit schemas for short-lived temporary data frames. Never define schemas for function-local data frames.
Validation and Filtering
Both .validate and .filter enforce the schema at runtime. Pass cast=True for safe type-casting.
Schema.validate— raises on failure. Use when failures are unexpected (e.g. transforming already-validated data).Schema.filter— returns valid rows plus aFailureInfodescribing filtered-out rows. Use when failures are possible and should be handled gracefully. Failures should either be kept around or logged for introspection. TheFailureInfoobject provides several utility methods to obtain information about the failures:len(failure)provides the total number of failuresfailure.counts()provides the number of violations by rulefailure.invalid()provides the data frame of invalid rowsfailure.details()provides the data frame of invalid rows with additional columns providing information on which rules were violated
When performing validation or filtering, prefer using pipe to clarify the flow of data:
result = df.pipe(MySchema.validate)
out, failures = df.pipe(MySchema.filter)
Pure Casting
Use Schema.cast as an escape-hatch when it is already known that the data frame conforms to the schema and the
runtime cost of the validation should not be incurred. Generally, prefer using Schema.validate or Schema.filter.
Testing
Unless otherwise specified by the user or the project context, add unit tests for all (non-private) methods performing data transformations.
- Do not test properties already guaranteed by the schema (e.g. data types, nullability, value constraints).
Test structure
Write tests with the following structure:
- "Arrange": Define synthetic input data and expected output
- "Act": Execute the transformation
- "Assert": Compare expected and actual output using
assert_frame_equalfrompolars.testing
from polars.testing import assert_frame_equal
def test_grouped_sum():
df = pl.DataFrame(
{
"col1": [1, 2, 3],
"col2": ["a", "a", "b"],
}
).pipe(MyInputSchema.validate, cast=True)
expected = pl.DataFrame(
{
"col1": ["a", "b"],
"col2": [3, 3],
}
)
result = my_code(df)
assert_frame_equal(expected, result)
Generating Synthetic Test Data
Use dataframely's synthetic data generation for creating inputs to functions requiring typed data frames in their
input. Generate synthetic data for schemas as follows:
- Use
MySchema.sample(num_rows=...)to generate fully random data when exact contents don't matter. - Use
MySchema.sample(overrides=...)to generate random data with specific columns pinned to certain values for testing specific functionality. Prefer using dicts of lists for overrides unless specifically prompted otherwise.- When using dicts of lists: for providing overrides that are constant across all rows, provide scalar values instead of lists of equal values.
- Always use
MySchema.create_empty()instead of sampling with empty overrides when an empty data frame is needed.
Synthetic data for collections should be generated as follows:
- Use
MyCollection.sample(num_rows=...)to generate fully random data when exact contents don't matter. - Use
MyCollection.sample(overrides=...)to generate random data where certain values of the collection members matter. Use lists of dicts for providing overrides as "objects" spanning the collection members.- Values for shared primary keys must be provided at the root of the dictionaries
- Values for individual collection members must be provided in nested dictionaries under the keys corresponding to the collection member names.
- Always use
MyCollection.create_empty()instead of sampling with empty overrides when an empty collection is needed.
Getting more information
dataframely provides clear function signatures, type hints and docstrings for the full public API. For more
information, inspect the source code in the site packages. If available, always use the LSP tool to find documentation.
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- Last commit
- Sep 2026
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