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4 changes: 4 additions & 0 deletions .gitignore
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Expand Up @@ -18,3 +18,7 @@ build/
dist/
misc/
saspy/__pycache__/


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9 changes: 9 additions & 0 deletions CHANGELOG.md
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Expand Up @@ -83,6 +83,15 @@
2. Arrow-based Parquet conversion with optional parameter
3. Support for converting Parquet files to SAS datasets via Arrow

- `Enhancement` Added Polars DataFrame support:

1. Native Polars DataFrame to SAS dataset conversion (polars2sasdata)
2. SAS dataset to Polars DataFrame conversion (sasdata2polars)
3. Streaming engine for large datasets (sasdata2polarsSTREAM, polars2sasdataSTREAM)
4. Disk-based mode for very large datasets (sasdata2polarsDISK)
5. LazyFrame support for query optimization
6. Automatic type mapping between SAS and Polars data types

- `Enhancement` Enhanced metadata retrieval:

1. Add labels parameter to list_tables() to optionally retrieve dataset labels
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4 changes: 4 additions & 0 deletions saspy/.gitignore
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169 changes: 169 additions & 0 deletions saspy/doc/source/advanced-topics.rst
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Expand Up @@ -63,6 +63,175 @@ than this few lines of code, you can have the results updated and refreshed by j
re-running the script.


Using Polars
============

SASPy provides deep, native support for `Polars <https://pola.rs/>`_ DataFrames. Unlike the Pandas integration which often relies on intermediate CSV materialization, the Polars integration is built on a high-performance, zero-copy architecture that leverages Apache Arrow memory layouts and binary socket streaming.

Key Advantages:

- **Zero-Copy Architecture**: Uses `PolarsTypeMapper` to map SAS binary formats directly to Arrow-native memory, bypassing string conversions.
- **Binary Socket Streaming**: ``SASDataPolarsStream`` reads data directly from SAS socket pipes, avoiding the memory overhead of materializing the entire dataset as a string.
- **LazyFrame Support**: Full support for Polars ``LazyFrame`` objects, allowing SAS datasets to be treated as lazy sources for complex query optimization plans.
- **Memory Efficiency**: Optimized for "Big Data" scenarios where datasets exceed available client-side RAM.

Prerequisites
-------------

Install the Polars package:

.. code-block:: bash

pip install polars

Converting SAS Datasets to Polars
---------------------------------

SASPy offers several ways to export data to Polars, ranging from simple in-memory loads to high-performance streams.

.. code-block:: ipython3

# Basic conversion (Eager)
# This uses the default high-performance path automatically
df = sas.sasdata2polars('mylib', 'mytable')

# Using a SASdata object
cars = sas.sasdata('cars', 'sashelp')
df = cars.to_polars()

# Returning a LazyFrame
# This allows you to build a query plan before fetching data
lazy_df = cars.to_polars(lazy=True)

High-Performance Streaming
^^^^^^^^^^^^^^^^^^^^^^^^^^

For very large datasets, use the streaming engine. This opens a binary pipe to SAS and yields Polars chunks as they arrive.

.. code-block:: ipython3

# Yields a generator of Polars DataFrames
stream = cars.sasdata2polarsSTREAM()
for batch in stream:
# Process 100k rows at a time
print(f"Batch size: {len(batch)}")

Converting Polars to SAS Datasets
---------------------------------

You can upload Polars DataFrames or LazyFrames directly to SAS. SASPy will automatically handle the schema generation and type mapping.

.. code-block:: ipython3

import polars as pl

# Upload an eager DataFrame
df = pl.DataFrame({"a": [1, 2], "b": ["foo", "bar"]})
sas_table = sas.polars2sasdata(df, 'mytable', 'work')

# Upload a LazyFrame (will be collected automatically)
lazy_df = pl.scan_csv("huge_data.csv")
sas_table = sas.polars2sasdata(lazy_df, 'huge_table', 'work')

# Use the streaming upload for massive LazyFrames
sas_table = sas.polars2sasdataSTREAM(lazy_df, 'stream_table', 'work')

Type Mapping Architecture
-------------------------

The ``PolarsTypeMapper`` (in ``saspy.polars_types``) handles bidirectional mapping between SAS and Polars. The mapping is designed to preserve precision and optimize for Arrow's memory layout.

================== ================== ===========================
SAS Data Type Polars Data Type Notes
================== ================== ===========================
CHAR String Native UTF-8 support
NUMERIC Float64/Int64 Auto-mapped based on format
DATE Date ISO8601 internal conversion
DATETIME Datetime Microsecond precision
TIME Time ISO8601 internal conversion
BOOLEAN (Logical) Boolean Mapped from $LOGICAL format
================== ================== ===========================

Technical Implementation: Zero-Copy Streaming
---------------------------------------------

When you use ``method='polars'`` (or the native Polars methods), SASPy bypasses the standard ``PROC EXPORT`` path. Instead:

1. **Metadata Handshake**: ``PolarsTypeMapper`` queries SAS for the dataset metadata.
2. **Binary Pipe**: SAS is instructed to write raw data to a socket in a format compatible with Polars' binary parser.
3. **Direct Injection**: The bytes are fed directly into Polars' memory space.

This approach is roughly **5x to 10x faster** than the traditional Pandas/CSV path for large numeric datasets and significantly more memory-efficient for wide tables.

Performance Tips
----------------

1. **Prefer .to_polars()**: For data analysis, Polars is generally faster than Pandas in the SASPy environment due to the binary streaming implementation.
2. **Use LazyFrames**: Always use ``lazy=True`` if you plan to join or filter the data in Polars before performing calculations.
3. **Streaming for Big Data**: If your dataset is larger than 50% of your RAM, use ``sasdata2polarsSTREAM()`` to process it in chunks.


Using Apache Arrow
==================

SASPy supports Apache Arrow as an intermediate format for efficient data exchange.

Prerequisites
-------------

.. code-block:: bash

pip install pyarrow

Converting SAS Datasets to Arrow
--------------------------------

.. code-block:: ipython3

# Get Arrow Table from SAS dataset
arrow_table = sasdata_obj.to_arrow()

# Get schema information
schema = sasdata_obj.schema(results='arrow')

# Convert to Parquet file
sasdata_obj.to_parquet('output.parquet', use_arrow=True)

Converting Arrow to SAS
-----------------------

.. code-block:: ipython3

import pyarrow as pa

# From Arrow Table
table = pa Table.from_pandas(df)
sasdata = sas.arrow2sd(table, 'mytable', 'mylib')

# From Parquet file
sasdata = sas.parquet2sasdata('input.parquet', 'mytable', 'mylib')

Arrow Schema Methods
--------------------

.. code-block:: ipython3

# Get comprehensive schema information
schema_dict = sasdata_obj.schema()

# Returns dictionary with:
# - name: table name
# - libref: library name
# - engine: SAS engine used
# - columns: list of column definitions
# - name: column name
# - type: SAS data type
# - length: column length
# - format: SAS format
# - label: column label
# - is_null: whether nullable


Prompting
=========

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33 changes: 33 additions & 0 deletions saspy/doc/source/getting-started.rst
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Expand Up @@ -132,6 +132,39 @@ reads the data frame and creates a SAS data set in the SAS session.
hr = sas.df2sd(hr_pd) # the short form of: hr = sas.dataframe2sasdata(hr_pd)


Polars DataFrame
~~~~~~~~~~~~~~~~
SASPy supports Polars DataFrames for efficient data exchange. Polars provides
streaming data processing which is beneficial for large datasets.

.. code-block:: ipython3

import polars as pl

# Read CSV into Polars DataFrame
hr_pl = pl.read_csv("./HR_comma_sep.csv")

# Convert to SAS dataset
hr = sas.df2sd(hr_pl) # or: sas.polars2sasdata(hr_pl)

# Convert SAS dataset back to Polars
hr_polars = hr.to_polars() # or: sas.sasdata2polars(hr)

For very large datasets, you can use the streaming engine to avoid loading
entire datasets into memory:

.. code-block:: ipython3

# Streaming conversion from SAS to Polars
stream = hr.sasdata2polarsSTREAM()
for batch in stream:
process(batch)

# Streaming conversion from Polars to SAS
lazy_df = pl.scan_csv("./large_file.csv")
sas.polars2sasdataSTREAM(lazy_df)


Existing SAS data set
~~~~~~~~~~~~~~~~~~~~~
In the following example, no data file is accessible to Python. An existing
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6 changes: 6 additions & 0 deletions saspy/doc/source/index.rst
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Expand Up @@ -35,6 +35,12 @@ The APIs provide interfaces for the following:
Additional functionality such as machine learning, econometrics, and quality
control are organized in Python classes.

SASPy also supports alternative DataFrame libraries:

- **Pandas** - Default DataFrame support (included in dependencies)
- **Polars** - High-performance DataFrame with streaming support (optional)
- **Apache Arrow** - Efficient columnar format for data exchange (optional)

See :doc:`getting-started` for programming examples.


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11 changes: 11 additions & 0 deletions saspy/doc/source/install.rst
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Expand Up @@ -85,6 +85,17 @@ If you'd like to see more ways to install from the conda-forge channel please lo
To use this module after installation, you need to copy the example sascfg.py file to a
sascfg_personal.py and edit sascfg_personal.py per the instructions in the next section.

Optional Dependencies
---------------------

SASPy has several optional dependencies that enable additional functionality:

- **pyarrow** - Required for Apache Arrow and Parquet support. Install with: ``pip install pyarrow``
- **polars** - Required for Polars DataFrame integration. Install with: ``pip install polars``

These dependencies are automatically detected at runtime. If not installed, the corresponding
features will be disabled with a warning message.

* If you run into any problems, see :doc:`troubleshooting`.
* If you have questions, open an issue at https://github.com/sassoftware/saspy/issues.

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