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Single repository regrouping all IO connectors used within the data world

Project description

[![CircleCI status](https://circleci.com/gh/octoenergy/tentaclio/tree/master.png?circle-token=df7aad11367f1ace5bce253b18efb6b21eaa65bc)](https://circleci.com/gh/octoenergy/tentaclio/tree/master)

# Tentaclio

Python package regrouping a collection of I/O connectors, used in the data world with the aim of providing:

- a boilerplate for developers to expose new connectors (`tentaclio.clients`).
- an interface to access file resources,
- thanks to a unified syntax (`tentaclio.open`),
- and a simplified interface (`tentaclio.protocols`).

## Quickstart

Make sure [Homebrew](https://brew.sh/) is installed and ensure it's up to date.

$ git clone git@github.com:octoenergy/tentaclio.git


### Local installation

Similarly to the [consumer-site](https://github.com/octoenergy/consumer-site/blob/master/README.md), the library must be deployed onto a machine running:

- Python3
- a C compiler (either `gcc` via Homebrew, or `xcode` via the App store)

Install [Pyenv](https://github.com/pyenv/pyenv) and [Pipenv](https://docs.pipenv.org/),

$ brew install pyenv
$ brew install pipenv

Lock the Python dependencies and build a virtualenv,

$ make update

To refresh Python dependencies,

$ make sync

## How to use
This is how to use `tentaclio` for your daily data ingestion and storing needs.

### Streams
In order to open streams to load or store data the universal function is:

```python
import tentaclio

with tentaclio.open("/path/to/my/file") as reader:
contents = reader.read()

with tentaclio.open("s3://bucket/file", mode='w') as writer:
writer.write(contents)

```
Allowed modes are `r`, `w`, `rb`, and `wb`. You can use `t` instead of `b` to indicate text streams, but that's the default.


The supported url protocols are:

* `/local/file`
* `file:///local/file`
* `s3://bucket/file`
* `ftp://path/to/file`
* `sftp://path/to/file`
* `http://host.com/path/to/resource`
* `https://host.com/path/to/resource`
* `postgresql://host/database::table` will allow you to write from a csv format into a database with the same column names (note that the table goes after `::` :warning:).

You can add the credentials for any of the urls in order to access protected resources.


You can use these readers and writers with pandas functions like:

```python
import pandas as pd
import tentaclio

with tentaclio.open("/path/to/my/file") as reader:
df = pd.read_csv(reader)

[...]

with tentaclio.open("s3::/path/to/my/file", mode='w') as writer:
df.to_parquet(writer)
```
`Readers`, `Writers` and their closeable versions can be used anywhere expecting a file-like object; pandas or pickle are examples of such functions.


### Database access

In order to open db connections you can use `tentaclio.db` and have instant access to postgres, sqlite, athena and mssql.

```python
import tentaclio

[...]

query = "select 1";
with tentaclio.db(POSTGRES_TEST_URL) as client:
result =client.query(query)
[...]
```

The supported db schemes are:

* `postgresql://`
* `sqlite://`
* `awsathena+rest://`
* `mssql://`

### Automatic credentials injection

1. Configure credentials by using environmental variables prefixed with `TENTACLIO__CONN__` (i.e. `TENTACLIO__CONN__DATA_FTP=sfpt://real_user:132ldsf@octoenergy.systems`).

2. Open a stream:
```python
with tentaclio.open("sftp://octoenergy.com/file.csv") as reader:
reader.read()
```
The credentials get injected into the url.

3. Open a db client:
```python
import tentaclio

with tentaclio.db("postgresql://hostname/my_data_base") as client:
client.query("select 1")
```
Note that `hostname` in the url to be authenticated is a wildcard that will match any hostname. So `authenticate("http://hostname/file.txt")` will be injected to `http://user:pass@octo.co/file.txt` if the credential for `http://user:pass@octo.co/` exists.

Different components of the URL are set differently:
- Scheme and path will be set from the URL, and null if missing.
- Username, password and hostname will be set from the stored credentials.
- Port will be set from the stored credentials if it exists, otherwise from the URL.
- Query will be set from the URL if it exists, otherwise from the stored credentials (so it can be
overriden)

#### Credentials file

You can also set a credentials file that looks like:
```
secrets:
db_1: postgresql://user1:pass1@myhost.com/database_1
db_2: postgresql://user2:pass2@otherhost.com/database_2
ftp_server: ftp://fuser:fpass@ftp.myhost.com
```
And make it accessible to tentaclio by setting the environmental variable `TENTACLIO__SECRETS_FILE`. The actual name of each url is for traceability and has no effect in the functionality.

## Development

### Testing

Tests run via `py.test`:

$ make unit
$ make integration

:warning: Unit and integration tests will require a `.env` in this directory with the following contents: :warning:

```dotenv
POSTGRES_TEST_URL=scheme://username:password@hostname:port/database
```

And linting is taken care of by `flake8` and `mypy`:

$ make lint

### CircleCI

Continuous integration is run on [CircleCI](https://circleci.com/gh/octoenergy/workflows/tentaclio), with the following steps:

$ make circleci

## Quick note on protocols

In order to abstract concrete dependencies from the implementation of data related functions (or in any part of the system really) we recommend to use [Protocols](https://mypy.readthedocs.io/en/latest/protocols.html#simple-user-defined-protocols). This allows a more flexible injection than using subclassing or [more complex approches](http://code.activestate.com/recipes/413268/). This idea is heavily inspired by how this exact thing is done in [go](https://www.youtube.com/watch?v=ifBUfIb7kdo).

### Simple protocol example

Let's suppose that we are going to write a function that loads a csv file, does some operation, and saves the result.

```python
import pandas as pd


def sum(input_file: str, output_file: str) -> None:
df = pd.read_csv(input_file, index="index")
transformed_df = _transform(df)
pd.to_csv(output_file, transformed_df)
```

This has the following caveats:
* The source and destination of the data are bound to be a file in the local system, we can't support other streams such as s3, `io.StringIO`, or `io.BytesIO`.
* Testing is difficult and cumbersome as you need actual files for test the whole execution path.

Many panda's io functions allow the file argument (i.e. _input_file_) to be a string or a _buffer_, namely anything that contains a read method. This is known as a protocol in python.
Another protocols are `Sized`, any object that contains a `__len__` method, or `__getitem__`. Protocols are usually loosely bound to the receiver, and it's its respisability to check programmatically that the argument contains in fact that method.

We could refactor this piece of code using the classes from the `io` package to make it more general as they acutally implement the `read` protocol.

```python
import pandas as pd
from io import RawIOBase


def sum(input_file: RawIOBase, output_file: RawIOBase) -> None: # this won't work by the way
df = pd.read_csv(input_file, index="index")
transformed_df = _transform(df)
pd.to_csv(output_file, transformed_df)
```

Now, the `io` package is a bit of a mess, it defines different classes such as `TextIOBase`, `StringIO`, `FileIO` which are similar but incompatible when it comes to typing due the differences between strings and bytes.
If you want to use a `StringIO` or `FileIO` as argument to the same typed function, the whole process becomes an ordeal. Not only that, imagine that you want to implement a custom reader for data stored in a db, you will have to add a bunch of useless methods if you inherit from things like `IOBase`, as we are only interested in the _read_ method.

In order to have a more neat typed function that actually requires a read function we can use the [typing_extensions](https://pypi-hypernode.com/project/typing-extensions/) package to create `Protocols`.

```python
from abc import abstractmethod
from typing_extensions import Protocol


class Reader(Protocol):

@abstractmethod
def read(self, i: int = -1):
pass


class Writer(Protocol):

@abstractmethod
def write(self, content) -> int:
pass
```
Notice how cheekily the methods above are not typed to allow strings and bytes to be sent in and out.

Our function will look like something like this:

```python
import pandas as pd
from tentaclio import Reader, Writer


def sum(reader: Reader, writer: Writer) -> None:
df = pd.read_csv(reader, index="index")
transformed_df = _transform(df)
pd.to_csv(writer, transformed_df)
```

In the new signature we force our input just to have a `read` method, likewise the output just needs a `write` method.

Why is this cool?
* Now we can accept anything that fulfills the protocol expected by pandas while we are checking its type.
* When creating new readers, we don't need to implement redundant methods to match any of the `io` base types.
* Testing becomes less cumbersome as we can send a `StringIO` rather than an actual file, or create some kind of fake class that has a `read` method.

Caveats:
* the typing of the `pickle.dump` function is not consistent with its documentation and actual implementation, so you'll have to comment `# type: ignore` in order to use a `Writer` when calling `dump`.

## Pandas functions compatible with our Reader and Writer protocols

Anything that expects a _filepath_or_buffer_. The full list of io functions for pandas is [here](https://pandas.pydata.org/pandas-docs/stable/io.html#io-sql), although they are not fully documented, i.e. parquet works even though it's not documented.

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