pandas-stubs Type Checking Philosophy

The goal of the pandas-stubs project is to provide type stubs for the public API that represent the recommended ways of using pandas. This is opposed to the philosophy within the pandas source, as described here, which is to assist with the development of the pandas source code to ensure type safety within that source.

Due to the methodology used by Microsoft to develop the original stubs, there are internal classes, methods and functions that are annotated within the pandas-stubs project that are incorrect with respect to the pandas source, but that have no effect on type checking user code that calls the public API.

Use of Generic Types

There are other differences that are extensions of the pandas API to assist in type checking. Two key examples are that Series and Interval are typed as generic types.

Series are Generic

Series is declared as Series[S1] where S1 is a TypeVar consisting of types normally used within series, if that type can be inferred. Consider the following example that compares the values in a Series to an integer.

s = pd.Series([1, 2, 3])
lt = s < 3

In the pandas source, lt is a Series with a dtype of bool. In the pandas-stubs, the type of lt is Series[bool]. This allows further type checking to occur in other pandas methods. Note that in the above example, s is typed as Series[Any] because its type cannot be statically inferred.

This also allows type checking for operations on series that contain date/time data. Consider the following example that creates two series of datetimes with corresponding arithmetic.

s1 = pd.Series(pd.to_datetime(["2022-05-01", "2022-06-01"]))
reveal_type(s1)
s2 = pd.Series(pd.to_datetime(["2022-05-15", "2022-06-15"]))
reveal_type(s2)
td = s1 - s2
reveal_type(td)
ssum = s1 + s2
reveal_type(ssum)

The above code (without the reveal_type() statements) will raise an Exception on the computation of ssum because it is inappropriate to add two series containing Timestamp values. The types will be revealed as follows:

ttest.py:4: note: Revealed type is "pandas.core.series.TimestampSeries"
ttest.py:6: note: Revealed type is "pandas.core.series.TimestampSeries"
ttest.py:8: note: Revealed type is "pandas.core.series.TimedeltaSeries"
ttest.py:10: note: Revealed type is "builtins.Exception"

The type TimestampSeries is the result of creating a series from pd.to_datetime(), while the type TimedeltaSeries is the result of subtracting two TimestampSeries as well as the result of pd.to_timedelta().

Interval is Generic

A pandas Interval can be a time interval, an interval of integers, or an interval of time, represented as having endpoints with the Timestamp class. pandas-stubs tracks the type of an Interval, based on the arguments passed to the Interval constructor. This allows detecting inappropriate operations, such as adding an integer to an interval of Timestamps.

Testing the Type Stubs

A set of (most likely incomplete) tests for testing the type stubs is in the pandas-stubs repository in the tests directory. The tests are used with mypy and pyright to validate correct typing, and also with pytest to validate that the provided code actually executes. The recent decision for Python 3.11 to include assert_type(), which is supported by typing_extensions version 4.2 and beyond makes it easier to test to validate the return types of functions and methods. Future work is intended to expand the use of assert_type() in the test code.

Narrow vs. Wide Arguments

A consideration in creating stubs is to make the set of type annotations for function arguments "just right", i.e., not too narrow and not too wide. A type annotation to an argument to a function or method is too narrow if it disallows valid arguments. A type annotation to an argument to a function or method is too wide if it allows invalid arguments. Testing for type annotations that are too narrow is rather straightforward. It is easy to create an example for which the type checker indicates the argument is incorrect, and add it to the set of tests in the pandas-stubs repository after fixing the appropriate stub. However, testing for when type annotations are too wide is a bit more complicated. In this case, the test will fail when using pytest, but it is also desirable to have type checkers report errors for code that is expected to fail type checking.

Here is an example that illustrates this concept, from tests/test_interval.py:

    i1 = pd.Interval(
        pd.Timestamp("2000-01-01"), pd.Timestamp("2000-01-03"), closed="both"
    )
    if TYPE_CHECKING_INVALID_USAGE:
        i1 + pd.Timestamp("2000-03-03")  # type: ignore[operator] # pyright: ignore[reportGeneralTypeIssues]

In this particular example, the stubs consider that i1 will have the type pd.Interval[pd.Timestamp]. It is incorrect code to add a Timestamp to a time-based interval. Without the if TYPE_CHECKING_INVALID_USAGE construct, the code would fail at runtime. Further, type checkers should report an error for this incorrect code. By placing the # type: ignore[operator] # pyright: ignore[reportGeneralTypeIssues] on the line, type checkers are told to ignore the type error. To ensure that the pandas-stubs annotations are not too wide (allow adding a Timestamp to a time-based interval), mypy and pyright are configured to report unused ignore statements.

Using ignore comments

Type checkers report errors

when writing negative tests to reject invalid behavior (inside a TYPE_CHECKING_INVALID_USAGE block),
when writing overloads that return incompatible return values, or
when type checkers have bugs themselves.

Since mypy and pyright behave slightly differently, we use separate ignore comments for them.

If mypy reports an error, please use # type: ignore[<error code>]
If pyright reports an error, please use # pyright: ignore[<error code>]

If mypy and pyright report errors, for example, inside a TYPE_CHECKING_INVALID_USAGE block, please ensure that the comment for mypy comes first: # type: ignore[<error code>] # pyright: ignore[<error code>].

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