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A library for tracking pandas operations and generating Mermaid flowcharts

Project description

pandas-flowchart 📊

A Python library that integrates with pandas to automatically track data transformation operations and generate visual flowcharts using HTML or Mermaid diagrams.

Features

  • Automatic Operation Tracking: Intercepts common pandas operations (merge, filter, assign, drop, groupby, etc.)
  • Structured Metadata Recording: Captures operation details, row counts, and custom statistics
  • Visual Flowcharts: Generates Mermaid diagrams with color-coded operation boxes
  • Variable Monitoring: Track specific variables' unique counts and statistics across the pipeline
  • Mini-Histograms: ASCII sparkline histograms for numeric variables
  • Multiple Output Formats: Export to Markdown, HTML, or raw Mermaid syntax

Example: Healthcare Data Pipeline

This example tracks a realistic analytics workflow for a medical provider: loading patient/exam records, merging them on patient_id, filtering for active adults, deriving age groups, deduplicating visits, and then branching off into staged summaries before rendering the final Mermaid diagram shown below.

Healthcare Data Pipeline

Installation

pip install pandas-flowchart

Or install from source:

git clone https://github.com/yourusername/pandas-flowchart.git
cd pandas-flowchart
pip install -e .

Quick Start

import pandas as pd
import pandas_flow

# Setup the tracker with variables to monitor
flow = pandas_flow.setup(
    track_row_count=True,
    track_variables={
        "patient_id": "n_unique",
        "exam_date": "n_unique",
    },
    stats_variable="age",
    stats_types=["min", "max", "mean", "std", "histogram"],
)

# Your pandas operations are automatically tracked
patients = pd.read_csv("patients.csv")
exams = pd.read_csv("exams.csv")

# Merge datasets
combined = patients.merge(exams, on="patient_id", how="inner")

# Filter adults
adults = combined.query("age >= 18")

# Add calculated columns
adults = adults.assign(
    age_group=lambda x: pd.cut(x["age"], bins=[18, 30, 50, 70, 100])
)

# Remove duplicates
clean_data = adults.drop_duplicates(subset=["patient_id", "exam_date"])

# Generate the flowchart
flow.render("pipeline_flowchart.md")

This generates a beautiful Mermaid flowchart showing each operation with:

  • Operation type and description
  • Input/output row counts
  • Tracked variable statistics
  • Distribution histograms

Detailed Usage

Setting Up the Tracker

import pandas_flow

flow = pandas_flow.setup(
    # Track row counts after each operation
    track_row_count=True,
  
    # Variables to monitor (name -> stat_type)
    # stat_type can be: "n_total", "n_non_null", "n_unique"
    track_variables={
        "user_id": "n_unique",
        "transaction_date": "n_unique",
        "product_category": "n_unique",
    },
  
    # Variable for detailed statistics
    stats_variable="amount",
  
    # Which stats to compute for stats_variable
    stats_types=["min", "max", "mean", "std", "top3_freq", "histogram"],
  
    # Auto-intercept pandas operations (default: True)
    auto_intercept=True,
  
    # Visual theme: "default", "dark", or "light"
    theme="default",
)

Tracked Operations

The library automatically intercepts these pandas operations:

Category Operations
Data Loading read_csv, read_excel, read_parquet, read_json
Filtering query, loc, iloc, boolean indexing
Joins merge, join
Column Operations assign, drop, rename
Concatenation concat
Groupby groupby + agg/transform
Reshape pivot, pivot_table, melt
Cleaning drop_duplicates, dropna, fillna
Sorting sort_values, sort_index

Manual Tracking

For operations that can't be automatically intercepted (like boolean indexing), use manual tracking:

from pandas_flow.interceptors import track_filter

# Before filtering
original_df = df.copy()

# Filter with boolean indexing
df = df[df["status"] == "active"]

# Manually track the operation
track_filter(flow, original_df, df, 'status == "active"')

Or use the decorator pattern:

@flow.track("Custom Processing", OperationType.CUSTOM)
def process_data(df):
    # Your custom logic
    return df.pipe(custom_transform)

result = process_data(input_df)

Generating Output

# Markdown with Mermaid code block
flow.render("pipeline.md")

# Standalone HTML page (interactive)
flow.render("pipeline.html")

# Raw Mermaid syntax
flow.render("pipeline.mmd")

# Get Mermaid code as string
mermaid_code = flow.get_mermaid(
    title="My Data Pipeline",
    direction="TB",  # TB, LR, BT, RL
    include_legend=False,
    include_stats=True,
)

Context Manager Usage

with pandas_flow.setup(track_variables={"id": "n_unique"}) as flow:
    df = pd.read_csv("data.csv")
    df = df.query("active == True")
    df = df.drop_duplicates()
  
    flow.render("output.md")
# Interceptors are automatically removed after the context

Output Example

Box Contents

Each operation box includes:

  • Operation name (bold header)
  • Description (what the operation does)
  • Input DataFrames with source filename and dimensions
  • Output DataFrame dimensions
  • Row change indicator (↑ increase / ↓ decrease with percentage)
  • Tracked variable statistics
  • Distribution histogram (ASCII sparkline or embedded image with x-axis)

Color Scheme

Operations are color-coded by type (pastel/less saturated colors):

Operation Type Color
Data Loading Soft Gray (#9ca3af)
Filtering Soft Blue (#7cb3d9)
Joins Soft Green (#6dc993)
Column Creation Soft Orange (#f0a86e)
Drop Operations Soft Red (#e8918a)
Groupby Soft Purple (#b99ad1)
Concatenation Soft Teal (#6bc4ce)
Reshape Soft Pink (#f5a3c7)
Sorting Soft Yellow (#f5d76e)

API Reference

pandas_flow.setup()

Main entry point to create and activate a FlowTracker.

Parameters:

  • track_row_count (bool): Track row counts after each operation. Default: True
  • track_variables (dict): Map of variable names to stat types. Default: None
  • stats_variable (str): Variable for detailed statistics. Default: None
  • stats_types (list): Statistics to compute. Default: ["min", "max", "mean", "std", "top3_freq", "histogram"]
  • auto_intercept (bool): Auto-intercept pandas operations. Default: True
  • theme (str): Color theme. Options: "default", "dark", "light"

Returns: FlowTracker instance

FlowTracker.render()

Render the flowchart to a file.

Parameters:

  • output_path (str): Output file path (.md, .html, or .mmd)
  • title (str): Diagram title. Default: "Data Flow Pipeline"
  • direction (str): Flow direction. Options: "TB", "LR", "BT", "RL"
  • include_legend (bool): Include color legend. Default: False
  • include_stats (bool): Include statistics in boxes. Default: True

FlowTracker.get_mermaid()

Get Mermaid code without saving to file.

FlowTracker.summary()

Get a text summary of all recorded operations.

FlowTracker.clear()

Clear all recorded events.

Architecture

pandas_flow/
├── __init__.py          # Public API exports
├── tracker.py           # FlowTracker central class
├── events.py            # Event types and metadata classes
├── interceptors.py      # Pandas operation interceptors
├── stats.py             # Statistics calculator
├── visualization.py     # ASCII art utilities
└── mermaid_renderer.py  # Mermaid diagram generator

Design Principles

  1. Non-invasive: Intercepts operations without modifying your code
  2. Configurable: Track only what you need
  3. Extensible: Easy to add custom operations
  4. Performant: Minimal overhead during data processing

Advanced Features

Multiple DataFrames

The library correctly handles pipelines with multiple DataFrames:

df1 = pd.read_csv("sales.csv")
df2 = pd.read_csv("products.csv")
df3 = pd.read_csv("customers.csv")

# Multiple merges are tracked with proper connections
result = df1.merge(df2, on="product_id").merge(df3, on="customer_id")

Chained Operations

Method chaining is fully supported:

result = (
    pd.read_csv("data.csv")
    .query("status == 'active'")
    .drop_duplicates(subset=["id"])
    .assign(processed=True)
    .sort_values("date")
)

Export to PNG

For PNG export, install the optional dependency:

pip install pandas-flowchart[png]

Then use the Mermaid CLI or a Mermaid renderer service.

Contributing

Contributions are welcome! Please feel free to submit issues and pull requests.

License

MIT License - see LICENSE file for details.

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