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Efficient fuzzy matching for Polars DataFrames with support for multiple string similarity algorithms

Project description

pl-fuzzy-frame-match

High-performance fuzzy matching for Polars DataFrames that intelligently combines exact fuzzy matching with approximate joins for optimal performance on datasets of any size.

🚀 Key Innovation: Hybrid Matching Approach

This library automatically selects the best matching strategy based on your data:

  • Small datasets (< 100M comparisons): Uses exact fuzzy matching with full cross-join
  • Large datasets (≥ 100M comparisons): Automatically switches to approximate nearest neighbor joins using polars-simed
  • Intelligent optimization: Pre-filters candidates using approximate methods, then applies exact fuzzy scoring

This hybrid approach means you get:

  • Best-in-class performance regardless of data size
  • High accuracy with configurable similarity thresholds
  • Memory efficiency through chunked processing
  • No manual optimization needed - the library handles it automatically

Features

  • 🚀 Dual-Mode Performance: Combines exact fuzzy matching with approximate joins
  • 🎯 Multiple Algorithms: Support for Levenshtein, Jaro, Jaro-Winkler, Hamming, Damerau-Levenshtein, and Indel
  • 🔧 Smart Optimization: Automatic query optimization based on data uniqueness and size
  • 💾 Memory Efficient: Chunked processing and intelligent caching for massive datasets
  • 🔄 Incremental Matching: Support for multi-column fuzzy matching with result filtering
  • Automatic Strategy Selection: No configuration needed - automatically picks the fastest approach

Installation

pip install pl-fuzzy-frame-match

Or using Poetry:

poetry add pl-fuzzy-frame-match

Performance Benchmarks

Performance comparison on commodity hardware (M3 Mac, 36GB RAM):

Dataset Size Cartesian Product Standard Cross Join Fuzzy match Automatic Selection Speedup
500 × 400 200K 0.04s 0.03s 1.3x
3K × 2K 6M 0.39s 0.39s 1x
10K × 8K 80M 18.67s 18.79s 1x
15K × 10K 150M 40.82s 1.45s 28x
40K × 30K 1.2B 363.50s 4.75s 76x
400K × 10K 4B Skipped* 34.52s

*Skipped due to prohibitive runtime

Key Observations:

  • Small to Medium datasets (< 100M): Automatic selection uses standard cross join for optimal speed and accuracy
  • Large datasets (≥ 100M): Automatic selection switches to approximate matching first and then matches the dataframes
  • Memory efficiency: Can handle billions of potential comparisons without running out of memory

Quick Start

import polars as pl
from pl_fuzzy_frame_match import fuzzy_match_dfs, FuzzyMapping

# Create sample dataframes
left_df = pl.DataFrame({
    "name": ["John Smith", "Jane Doe", "Bob Johnson"],
    "id": [1, 2, 3]
}).lazy()

right_df = pl.DataFrame({
    "customer": ["Jon Smith", "Jane Does", "Robert Johnson"],
    "customer_id": [101, 102, 103]
}).lazy()

# Define fuzzy matching configuration
fuzzy_maps = [
    FuzzyMapping(
        left_col="name",
        right_col="customer",
        threshold_score=80.0,  # 80% similarity threshold
        fuzzy_type="levenshtein"
    )
]

# Perform fuzzy matching
result = fuzzy_match_dfs(
    left_df=left_df,
    right_df=right_df,
    fuzzy_maps=fuzzy_maps,
    logger=your_logger  # Pass your logger instance
)

print(result)

Advanced Usage

Multiple Column Matching

# Match on multiple columns with different algorithms
fuzzy_maps = [
    FuzzyMapping(
        left_col="name",
        right_col="customer_name",
        threshold_score=85.0,
        fuzzy_type="jaro_winkler"
    ),
    FuzzyMapping(
        left_col="address",
        right_col="customer_address",
        threshold_score=75.0,
        fuzzy_type="levenshtein"
    )
]

result = fuzzy_match_dfs(left_df, right_df, fuzzy_maps, logger)

Supported Algorithms

  • levenshtein: Edit distance between two strings
  • jaro: Jaro similarity
  • jaro_winkler: Jaro-Winkler similarity (good for name matching)
  • hamming: Hamming distance (requires equal length strings)
  • damerau_levenshtein: Like Levenshtein but includes transpositions
  • indel: Insertion/deletion distance

How It Works: The Best of Both Worlds

The library intelligently combines two approaches based on your data size:

For Regular Datasets (< 100M potential matches)

  1. Preprocessing: Analyzes column uniqueness to optimize join strategy
  2. Cross Join: Creates all possible combinations
  3. Exact Scoring: Calculates precise similarity scores using your chosen algorithm
  4. Filtering: Returns only matches above the threshold

For Large Datasets (≥ 100M potential matches)

  1. Approximate Candidate Selection: Uses polars-simed to quickly find likely matches
  2. Chunked Processing: Processes large datasets in memory-efficient chunks
  3. Reduced Comparisons: Only scores the most promising pairs instead of all combinations
  4. Final Scoring: Applies exact fuzzy matching to the reduced candidate set

The Magic: Automatic Strategy Selection

# The library automatically determines the best approach:
if cartesian_product_size >= 100_000_000 and has_polars_simed:
    # Use approximate join for initial candidate selection
    # This reduces a 1B comparison problem to ~1M comparisons
    use_approximate_matching()
else:
    # Use traditional cross join for smaller datasets
    use_exact_matching()

This means you can use the same API whether matching 1,000 or 100 million records!

Performance Tips

  • Large dataset matching: Install polars-simed to enable approximate matching:
    pip install polars-simed
    
  • Optimal threshold: Start with higher thresholds (80-90%) for better performance
  • Column selection: Use columns with high uniqueness for better candidate reduction
  • Algorithm choice:
    • jaro_winkler: Best for names and short strings
    • levenshtein: Best for general text and typos
    • damerau_levenshtein: Best when transpositions are common
  • Memory management: The library automatically chunks large datasets, but you can monitor memory usage with logging

Requirements

  • Python >= 3.9
  • Polars >= 1.8.2, < 2.0.0
  • polars-distance ~= 0.4.3
  • polars-simed >= 0.3.4 (optional, for large datasets)

License

MIT License - see LICENSE file for details

Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

Acknowledgments

Built on top of the excellent Polars DataFrame library and polars-distance for string similarity calculations.

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