docworkspace 0.2.1

A workspace library for managing Polars dataframes with parent-child relationships and lazy evaluation

DocWorkspace

A powerful Python library for managing Polars DataFrames and LazyFrames with parent-child relationships, lazy evaluation, and FastAPI integration. Part of the LDaCA (Language Data Commons of Australia) ecosystem.

Overview

DocWorkspace provides a workspace-based approach to data analysis, where data transformations are tracked as nodes in a directed graph. This enables:

• Relationship Tracking: Understand data lineage and transformation history
• Lazy Evaluation: Optimize performance with Polars LazyFrames
• Multiple Data Types: Support for Polars DataFrames and LazyFrames
• FastAPI Integration: Ready-to-use models and utilities for web APIs
• Serialization: Save and restore entire workspaces with their relationships

Installation

pip install "docworkspace>=0.2.0"

docworkspace is published on PyPI as a pure-Python package.

Install From Source

git clone https://github.com/Australian-Text-Analytics-Platform/docworkspace.git
cd docworkspace
uv sync --group dev

Dependencies

• Python ≥ 3.14
• polars
• polars-text >= 0.1.0

For FastAPI integration:

pip install pydantic

Quick Start

import polars as pl
from docworkspace import Node, Workspace
# Create a workspace
workspace = Workspace("my_analysis")

# Load data
df = pl.DataFrame({
    "text": ["Hello world", "Data science", "Python rocks"],
    "category": ["greeting", "tech", "programming"],
    "score": [0.8, 0.9, 0.95]
})

# Add data to workspace
data_node = workspace.add_node(Node(df, name="raw_data"))

# Apply transformations (creates new nodes automatically)
filtered = data_node.filter(pl.col("score") > 0.85)
grouped = filtered.group_by("category").agg(pl.col("score").mean())

# Check relationships
print(f"Total nodes: {len(workspace.nodes)}")
print(f"Root nodes: {len(workspace.get_root_nodes())}")
print(f"Leaf nodes: {len(workspace.get_leaf_nodes())}")

# Visualize the computation graph
print(workspace.visualize_graph())

Core Concepts

Node

A Node wraps your data (DataFrames, LazyFrames) and tracks relationships with other nodes. Nodes support:

• Transparent Data Access: All DataFrame methods work directly on nodes
• Automatic Relationship Tracking: Operations create child nodes
• Lazy Evaluation: Maintains laziness for performance
• Metadata: Store operation descriptions and custom metadata

# Node automatically creates workspace if none provided
node = Node(df, name="my_data")

# All DataFrame operations work directly
filtered_node = node.filter(pl.col("value") > 10)
sorted_node = filtered_node.sort("value", descending=True)

# Check relationships
print(f"Children of original node: {len(node.children)}")
print(f"Parents of sorted node: {len(sorted_node.parents)}")

Workspace

A Workspace manages collections of nodes and provides graph operations:

• Node Management: Add, remove, and retrieve nodes
• Graph Operations: Find roots, leaves, descendants, ancestors
• Serialization: Save/load entire workspaces
• Visualization: Generate text-based and programmatic graph representations

workspace = Workspace("analysis")

# Add nodes
node1 = workspace.add_node(Node(df1, "dataset1"))
node2 = workspace.add_node(Node(df2, "dataset2"))

# Join creates a new node with both parents
joined = node1.join(node2, on="id")

# Explore the graph
roots = workspace.get_root_nodes()
leaves = workspace.get_leaf_nodes()

Supported Data Types

DocWorkspace supports multiple data types from the Polars ecosystem:

Polars Types

• pl.DataFrame: Materialized, in-memory data
• pl.LazyFrame: Lazy evaluation for performance optimization

Example with Different Types

import polars as pl

# Polars DataFrame (eager)
df = pl.DataFrame({"text": ["hello", "world"], "id": [1, 2]})
node1 = Node(df, "eager_data")

# Polars LazyFrame (lazy)
lazy_df = pl.LazyFrame({"text": ["foo", "bar"], "id": [3, 4]})
node2 = Node(lazy_df, "lazy_data")

# All work seamlessly in the same workspace
workspace = Workspace("mixed_types")
for node in [node1, node2]:
    workspace.add_node(node)

Key Features

1. Lazy Evaluation

DocWorkspace preserves Polars' lazy evaluation capabilities:

# Start with lazy data
lazy_df = pl.scan_csv("large_file.csv")
node = Node(lazy_df, "raw_data")

# Chain operations (all remain lazy)
filtered = node.filter(pl.col("value") > 100)
grouped = filtered.group_by("category").agg(pl.col("value").sum())
sorted_result = grouped.sort("value", descending=True)

# Only materialize when needed
final_result = sorted_result.collect()  # This creates a new materialized node

2. Relationship Tracking

Understand your data lineage:

# Create a processing pipeline
raw_data = Node(df, "raw")
cleaned = raw_data.filter(pl.col("value").is_not_null())
normalized = cleaned.with_columns(pl.col("value") / pl.col("value").max())
final = normalized.select(["id", "normalized_value"])

# Explore relationships
print("Processing chain:")
current = final
while current.parents:
    parent = current.parents[0]
    print(f"{parent.name} -> {current.name} ({current.operation})")
    current = parent

3. FastAPI Integration

Ready-to-use models for web APIs:

from docworkspace import FastAPIUtils, WorkspaceGraph, NodeSummary

# Convert workspace to FastAPI-compatible format
graph_data = workspace.to_api_graph()

# Get node summaries
summaries = [FastAPIUtils.node_to_api_summary(node) for node in workspace.nodes.values()]

4. Serialization

Save and restore complete workspaces:

# Save workspace with all nodes and relationships
workspace.serialize("my_workspace.json")

# Load workspace later
restored_workspace = Workspace.deserialize("my_workspace.json")

# All nodes and relationships are preserved
assert len(restored_workspace.nodes) == len(workspace.nodes)

Advanced Usage

Custom Operations

Create custom operations that maintain relationships:

def custom_transform(node: Node, operation_name: str) -> Node:
    """Apply custom transformation and track the operation."""
    # Your custom logic here
    result_data = node.data.with_columns(pl.col("value") * 2)

    # Create new node with relationship tracking
    return Node(
        data=result_data,
        name=f"{operation_name}_{node.name}",
        workspace=node.workspace,
        parents=[node],
        operation=operation_name
    )

# Use custom operation
transformed = custom_transform(original_node, "double_values")

Graph Analysis

Analyze your computation graph:

# Find all descendants of a node
descendants = workspace.get_descendants(node.id)

# Find all ancestors
ancestors = workspace.get_ancestors(node.id)

# Get topological ordering
ordered_nodes = workspace.get_topological_order()

# Check for cycles (shouldn't happen in normal usage)
has_cycles = workspace.has_cycles()

Working with Document Columns

DocWorkspace tracks the text/document column via node metadata:

# Create a DataFrame with a text column
df = pl.DataFrame({
    "doc_id": ["d1", "d2", "d3"],
    "text": ["Hello world", "Data science", "Python rocks"],
    "metadata": ["type1", "type2", "type1"]
})

node = Node(df, "corpus")
node.document = "text"

# Document metadata is preserved across operations
filtered = node.filter(pl.col("metadata") == "type1")
print(f"Document column preserved: {filtered.document}")

API Reference

Node Class

Constructor

Node(data, name=None, workspace=None, parents=None, operation=None)

Properties

• document: Optional[str] - Document column tracked in node metadata
• data: DataFrame | LazyFrame - Underlying frame-like object

Methods

• collect() -> Node - Materialize lazy data (creates new node)
• materialize() -> Node - Alias for collect()
• info(json=False) -> Dict - Get node information
• json_schema() -> Dict[str, str] - Get JSON-compatible schema

DataFrame Operations

All Polars DataFrame/LazyFrame operations are available directly:

• filter(condition) -> Node
• select(columns) -> Node
• with_columns(*exprs) -> Node
• group_by(*columns) -> Node
• sort(by, descending=False) -> Node
• join(other, on, how="inner") -> Node
• And many more...

Workspace Class

Constructor (Workspace)

Workspace(name=None, data=None, data_name=None, csv_lazy=True, **csv_kwargs)

Properties (Workspace)

• id: str - Unique workspace identifier
• name: str - Human-readable name
• nodes: Dict[str, Node] - All nodes in the workspace

Methods (Workspace)

Node Management

• add_node(node) -> Node - Add a node to the workspace
• remove_node(node_id, materialize_children=False) -> bool - Remove a node
• get_node(node_id) -> Optional[Node] - Get node by ID
• get_node_by_name(name) -> Optional[Node] - Get node by name
• list_nodes() -> List[Node] - Get all nodes

Graph Operations

• get_root_nodes() -> List[Node] - Nodes with no parents
• get_leaf_nodes() -> List[Node] - Nodes with no children
• get_descendants(node_id) -> List[Node] - All descendant nodes
• get_ancestors(node_id) -> List[Node] - All ancestor nodes
• get_topological_order() -> List[Node] - Topologically sorted nodes

Visualization

• visualize_graph() -> str - Text-based graph visualization
• graph() -> Dict - Generic graph structure
• to_react_flow_json() -> Dict - React Flow compatible format

Serialization

• serialize(file_path) - Save workspace to JSON
• deserialize(file_path) -> Workspace - Load workspace from JSON
• from_dict(workspace_dict) -> Workspace - Create from dictionary

Metadata

• get_metadata(key) -> Any - Get workspace metadata
• set_metadata(key, value) - Set workspace metadata
• summary() -> Dict - Get workspace summary
• info() -> Dict - Alias for summary()

FastAPI Integration

Models

• NodeSummary - API-friendly node representation
• WorkspaceGraph - React Flow compatible graph
• PaginatedData - Paginated data response

Utilities

FastAPIUtils.node_to_api_summary(node) -> NodeSummary
FastAPIUtils.workspace_to_ui_graph_payload(workspace) -> WorkspaceGraph

Examples

Example 1: Text Analysis Pipeline

import polars as pl
from docworkspace import Node, Workspace

# Sample text data
df = pl.DataFrame({
    "doc_id": [f"doc_{i}" for i in range(100)],
    "text": [f"Sample text content {i}" for i in range(100)],
    "category": ["news", "blog", "academic"] * 34,
    "year": [2020, 2021, 2022, 2023] * 25
})

# Create workspace
workspace = Workspace("text_analysis")

# Track the document column for text analysis
corpus = workspace.add_node(Node(df, "full_corpus"))
corpus.document = "text"

# Filter by category
news_docs = corpus.filter(pl.col("category") == "news")
blog_docs = corpus.filter(pl.col("category") == "blog")

# Filter by recent years
recent_news = news_docs.filter(pl.col("year") >= 2022)

# Group analysis
year_stats = corpus.group_by(["category", "year"]).agg(
    pl.count().alias("doc_count")
)

# Materialize results
final_stats = year_stats.collect()

# Analyze the computation graph
print(workspace.visualize_graph())
print(f"Total transformations: {len(workspace.nodes)}")

Example 2: Lazy Data Processing

import polars as pl
from docworkspace import Workspace

# Create workspace with lazy CSV loading
workspace = Workspace(
    "large_data_analysis",
    data="large_dataset.csv",  # Path to CSV
    data_name="raw_data",
    csv_lazy=True  # Load as LazyFrame for performance
)

# Get the loaded node
raw_data = workspace.get_node_by_name("raw_data")
print(f"Is lazy: {isinstance(raw_data.data, pl.LazyFrame)}")  # True

# Chain transformations (all remain lazy)
cleaned = raw_data.filter(pl.col("value").is_not_null())
normalized = cleaned.with_columns(
    (pl.col("value") / pl.col("value").max()).alias("normalized")
)
aggregated = normalized.group_by("category").agg([
    pl.col("normalized").mean().alias("avg_normalized"),
    pl.count().alias("count")
])

# Still lazy until we collect (check underlying data type)
print(f"Aggregated is lazy: {isinstance(aggregated.data, pl.LazyFrame)}")  # True

# Materialize only the final result
result = aggregated.collect()
print(f"Result is lazy: {isinstance(result.data, pl.LazyFrame)}")  # False

# Save the entire workspace with lazy evaluation preserved
workspace.serialize("lazy_analysis.json")

Example 3: Multi-Source Data Integration

import polars as pl
from docworkspace import Node, Workspace

workspace = Workspace("data_integration")

# Load data from multiple sources
sales_df = pl.DataFrame({
    "customer_id": [1, 2, 3, 4],
    "sales": [100, 200, 150, 300],
    "region": ["North", "South", "East", "West"]
})

customer_df = pl.DataFrame({
    "customer_id": [1, 2, 3, 4, 5],
    "name": ["Alice", "Bob", "Charlie", "Diana", "Eve"],
    "segment": ["Premium", "Regular", "Premium", "Regular", "Premium"]
})

# Add to workspace
sales_node = workspace.add_node(Node(sales_df, "sales_data"))
customer_node = workspace.add_node(Node(customer_df, "customer_data"))

# Join the datasets
combined = sales_node.join(customer_node, on="customer_id", how="inner")

# Analyze by segment
segment_analysis = combined.group_by("segment").agg([
    pl.col("sales").sum().alias("total_sales"),
    pl.col("sales").mean().alias("avg_sales"),
    pl.count().alias("customer_count")
])

# Filter high-value segments
high_value = segment_analysis.filter(pl.col("total_sales") > 200)

print(f"Nodes in workspace: {len(workspace.nodes)}")
print("Data lineage:")
for node in workspace.get_leaf_nodes():
    print(f"Leaf node: {node.name}")

Development

Running Tests

# Install development dependencies
uv sync --group dev

# Run all tests
uv run pytest

# Run with coverage
uv run pytest --cov=docworkspace

# Run specific test file
uv run pytest tests/test_workspace.py -v

Building Distributions

uv build

This produces a universal wheel and source distribution suitable for PyPI.

Contributing

1. Fork the repository
2. Create a feature branch: git checkout -b feature-name
3. Make your changes and add tests
4. Run the test suite: uv run pytest
5. Submit a pull request

Project Structure

docworkspace/
├── .github/
│   └── workflows/         # CI and release automation
├── src/
│   └── docworkspace/
│       ├── __init__.py    # Public package exports
│       ├── node/
│       │   ├── __init__.py
│       │   ├── core.py    # Node implementation
│       │   └── io.py      # Node serialization helpers
│       └── workspace/
│           ├── __init__.py
│           ├── core.py    # Workspace implementation
│           ├── io.py      # Workspace serialization helpers
│           └── analysis.py
├── tests/                 # Test suite
│   ├── conftest.py
│   ├── test_fastapi_integration.py
│   ├── test_node.py
│   ├── test_node_io.py
│   ├── test_simple_operations.py
│   ├── test_workspace.py
│   ├── test_workspace_serialization_types.py
│   └── test_workspace_shim.py
├── PUBLISH.md             # Release runbook
├── README.md              # This file
└── pyproject.toml         # Project configuration

License

Part of the LDaCA (Language Data Commons of Australia) ecosystem.

Changelog

Version 0.2.0

• Published on PyPI as docworkspace
• PyPI consumers can install the package directly instead of relying on a local workspace checkout
• Added release automation and publishing runbook for future releases
• Continued support for Polars data types, lazy evaluation, FastAPI integration, and serialization

Related Projects

• LDaCA Web App: Full-stack web application using DocWorkspace
• Polars: Fast DataFrame library with lazy evaluation