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Python Data Validation And Observability As Code With Pydantic

2025 05 30 PythonDataValidationAndObservabilityAsCodeWithPydantic800600

In this post, I use the Pydantic Python library to create data validation and observability processes for my Project Wolfie iTunes data.

Table of Contents

Introduction

Data validation is a crucial component of any data project. It ensures that data is accurate, consistent and reliable. It verifies that data meets set criteria and rules to maintain its quality, and stops erroneous or unreliable information from entering downstream systems. I’ve written about it, scripted it and talked about it.

Validation will be a crucial aspect of Project Wolfie. It is an ongoing process that should occur from data ingestion to exposure, and should be automated wherever possible. Thankfully, most data processes within Project Wolfie are (and will be) built using Python, which provides several libraries to simplify data validation. These include Pandera, Great Expectations and the focus of this post – Pydantic (specifically, version 2).

Firstly, I’ll explore the purpose and benefits of Pydantic. Next, I’ll import some iTunes data and use it to explore key Pydantic validation concepts. Finally, I’ll explore how Pydantic handles observability and test its findings. The complete code will be in a GitHub repo.

Let’s begin!

Introducing Pydantic

This section introduces Pydantic and examines some of its benefits.

About Pydantic

Pydantic is an open-source data validation Python library. It uses established Python notation and constructs to define data structures, types and constraints. These can then validate the provided data, generating clear error messages when issues occur.

Pydantic is a widely used tool for managing application settings, validating API requests and responses, and streamlining data transfer between Python objects and formats like JSON. By integrating both existing and custom elements, it offers a powerful and Pythonic method for ensuring data quality and consistency within projects. This makes data handling in Python more reliable and reduces the likelihood of errors through its intuitive definition and validation processes.

Pydantic Benefits

Pydantic’s benefits are thoroughly documented, and the ones I want to highlight here are:

Intuitive: Pydantic’s use of type hints, functions and classes fits well with my current Python skill level, so I can focus on learning Pydantic without also having to explore unfamiliar Python concepts.

Fast: Pydantic’s core validation logic is written in Rust, which enables rapid development, testing, and validation. This speed has contributed towards…

Well-Supported: Pydantic has extensive community use and support from organisations like Anthropic, Netflix and OpenAI, as well as popular Python libraries like Airflow, FastAPI and LangChain. It also has extensive AWS Lambda support via user-configurable artefacts and the community-managed Powertools for AWS Lambda (Python)‘s Parser utility.

Preparation

Before I can start using Pydantic, I need some data. This section examines the data I am using and how I prepare it for Pydantic.

iTunes Data

Firstly, let’s extract some data from iTunes. I create iTunes Export files using the iTunes > Export Playlist command. Apple has documented this, but WikiHow’s documentation is more illustrative. The export file type choices are…interesting. The one closest to matching my needs is the txt format, although the files are technically tab-separated files (TSVs).

iTunes Exports contain many metadata columns. I’m not including them all here (after all, this is a Pydantic post not an iTunes one), but I will be using the following subset (using my existing metadata definitions):

Metadata TypeColumn NameData TypePurpose
TechnicalAlbumStringTrack key as Camelot Notation*
TechnicalLocationStringTrack file path
TechnicalTrack NumberIntegerTrack BPM*
DescriptiveArtistStringTrack artist(s)
DescriptiveGenreStringTrack genre
DescriptiveNameStringTrack name and mix
DescriptiveWorkStringPublishing record label
DescriptiveYearIntegerTrack release year
InteractionMy RatingIntegerTrack personal rating

Note that the starred Album and Track Number columns have purposes that differ from the column names. The reasons for this are…not ideal.

  • Track Number contains BPM data as, although iTunes does have a BPM column, it isn’t included in the exports. And the exports can’t be customised! To include BPMs in an export, I had to repurpose an existing column.

Great. But that’s not as bad as…

  • Album contains musical keys, as iTunes doesn’t even have a key column, despite MP3s having a native Initial Key metadata field! Approaches to dealing with this vary – I chose to use another donor column. I’ll explain Camelot Notations later on.

That’s enough about the iTunes data for now – I’ll go into more detail in future Project Wolfie posts. Now let’s focus on getting this data into memory for Python.

Data Capture

Next, let’s get the iTunes data into memory. Starting with a familiar library…

pandas

I’ll be using pandas to ingest the iTunes data. This is a well-established and widely supported module. It also has its own data validation functions and will assist with issues like handling spaces in column names.

While iTunes files aren’t CSVs, the pandas read_csv function can still read their data into a DataFrame. It needs some help though – the delimiter parameter must be \t to identify the tabs’ delimiting status.

So let’s read the iTunes metadata into memory and…

Python
df = pd.read_csv(csv_path, delimiter='\t')

>> UnicodeDecodeError: 'utf-8' codec can't decode byte 0xff in position 0: invalid start byte

Oh. pandas can’t read the file. The error says it’s trying the utf-8 codec, so the export must be using something else. Fortunately, there’s another Python library that can help!

charset_normalizer

charset_normalizer is an open-source encoding detector. It determines the encoding of a file or text and records the result. It’s related to the older chardet library but is faster, has a more permissive MIT license and supports more encodings.

Here, I’m using charset_normalizer.detect in a detect_file_encoding function to detect the export’s codec:

Python
def detect_file_encoding(file_path: Path) -> str:
    with open(file_path, 'rb') as file:
        raw_data = file.read()
        
    detection_result = charset_normalizer.detect(raw_data)
    return detection_result['encoding'] or 'utf-8'

In which:

  • I define a detect_file_encoding function that expects a filepath and returns a string.
  • detect_file_encoding opens the file, reads the data and stores it as raw_data.
  • charset_normalizer detects raw_data‘s codec and stores this as detection_result.
  • detect_file_encoding returns either the successfully detected codec, or the common utf-8 codec if the attempt fails.

I can then pass the export’s filepath to the detect_file_encoding function, capture the results as encoding and pass this as a parameter to pandas.read_csv:

Python
encoding = detect_file_encoding(csv_path)
    
df = pd.read_csv(csv_path, encoding=encoding, delimiter='\t')

>> Loaded 4407 rows

There’s one more action to take before moving on. Some columns contain spaces. This will become a problem as spaces are not allowed in Python identifiers!

As the data is now in a pandas DataFrame, I can use pandas.DataFrame.rename to remove these spaces:

Python
df = df.rename(columns={
        'Track Number': 'TrackNumber',
        'My Rating': 'MyRating'
    })

The metadata is now ready for Pydantic.

Installing Pydantic

Finally, let’s install Pydantic. This process is fully documented. My preferred method is via pip install in a local virtual environment:

Python
pip install pydantic

And then importing Pydantic into my script:

Python
import pydantic

Now I can start using Pydantic.

Pydantic Data Models

In this section, I tell Pydantic about my data model and the types of data it should expect for validation.

Introducing BaseModel

At the core of Pydantic is the BaseModel class – used for defining data models. Every Pydantic model inherits from it, and by doing so gains features like type enforcement, automatic data parsing and built-in validation.

By subclassing BaseModel, a schema for the data is defined using standard Python type hints. Pydantic uses these hints to validate and convert input data automatically.

Let’s explore BaseModel by creating a new Track class.

Creating A Track Class

Pydantic supports standard library types like string and integer. This reduces Pydantic’s learning curve and simplifies integration into existing Python processes.

Here are the very beginnings of my Track data model. I have a new Track class inheriting from Pydantic’s BaseModel, and a Name field with string data type:

Python
class Track(BaseModel):
    Name: str

Next, I add a Year field with integer data type:

Python
class Track(BaseModel):
    Name: str
    Year: int

And so on for each field I want to validate with Pydantic:

Python
class Track(BaseModel):
    Name: str
    Artist: str
    Album: str
    Work: str
    Genre: str
    TrackNumber: int
    Year: int
    MyRating: int
    Location: str

Now, if any field is missing or has the wrong type, Pydantic will raise a ValidationError. But there’s far more to Pydantic data types than this…

Defining Special Data Types

Where no standards exist or where validation rules are more complex to determine, Pydantic offers further type coverage. These include:

One of my Track fields will immediately benefit from this:

Python
class Track(BaseModel):
    Location: str

Currently, my Location field validation is highly permissive. It will accept any string. I can improve this using Pydantic’s FilePath data type:

Python
class Track(BaseModel):
    Location: FilePath

Now, Pydantic will check that the given location is a path that exists and links to a valid file. No custom code; no for loops – the FilePath type handles everything for me.

So I now have data type validation in my Pydantic data model. What else can I have?

Pydantic Built-In Validation

This section explores the native data validation features of Pydantic, including field annotation and constraints.

Introducing Field

In Pydantic models, data attributes are typically defined using Python type hints. The Field function enables further customisation like constraints, schema metadata and default values.

While type hints define what kind of data is allowed, Field defines how that data should behave, what happens if it’s missing and how it should be documented. It adds clarity to models and helps Pydantic enforce stricter rules.

Let’s run through some examples.

Custom Schema Metadata

One of the challenges in creating data pipelines is that the data fields can sometimes be unclear or difficult to explain. This can cause confusion and delay when building ETLs, examining repos and interacting with code.

Field helps here by adding custom fields to annotate data within Pydantic classes. Examples include description:

Python
class Track(BaseModel):
    Name: str = Field(
        description="Track's name and mix.")

And examples:

Python
class Track(BaseModel):
    Name: str = Field(
        description="Track's name and mix.",
        examples=["Track Title (Original Mix)", "Track Title (Extended Mix)"])

Using these throughout my Track class simplifies the code and reduces context switching:

Python
class Track(BaseModel):
    Name: str = Field(
        description="Track's name and mix.",
        examples=["Track Title (Original Mix)", "Track Title (Extended Mix)"])
    
    Artist: str = Field(
        description="The artist(s) of the track.",
        examples=["Above & Beyond", "Armin van Buuren"])
    
    Album: str = Field(
        description="Track's Camelot Notation indicating the key.",
        examples=["01A-Abm", "02B-GbM"])
    
    Work: str = Field(
        description="The record label that published the track.",
        examples=["Armada Music", "Anjunabeats"])
    
    Genre: str = Field(
        description="Track's musical genre.",
        examples=["Trance", "Progressive House"])
    
    TrackNumber: int = Field(
        description="Track's BPM (Beats Per Minute).",
        examples=[130, 140])
    
    Year: int = Field(
        description="Track's release year.",
        examples=[1998, 2004])
    
    MyRating: int = Field(
        description="Personal Rating.  Stars expressed as 0, 20, 40, 60, 80, or 100",
        examples=[60, 80])
    
    Location: FilePath = Field(
        description="Track's Location on the filesystem.",
        examples=[r"C:\Users\User\Music\iTunes\TranquilityBase-GettingAway-OriginalMix.mp3"])

This is especially useful for Album and TrackNumber given their unique properties.

Field Constraints

Field can also constrain the data that a class accepts. This includes string constraints:

  • max_length: Maximum length of the string.
  • min_length: Minimum length of the string.
  • pattern: A regular expression that the string must match.

and numeric constraints:

  • ge & le – greater than or equal to/less than or equal to
  • gt & lt – greater/less than
  • multiple_of – multiple of a given number

Constraints can also be combined as needed. For example, iTunes exports record MyRating values in increments of 20, where 1 star is 20 and 2 stars are 40, rising to the maximum 5 stars being 100.

I can express this within the Track class as:

Python
class Track(BaseModel):
    MyRating: int = Field(
        description="Personal Rating.  Stars expressed as 0, 20, 40, 60, 80, or 100",
        examples=[60, 80],
        ge=20,
        le=100,
        multiple_of=20)

Here, MyRating must be greater than or equal to 20 (ge=20), less than or equal to 100 (le=100), and must be a multiple of 20 (multiple_of=20).

I can also parameterise these constraints using variables instead of hard-coded values:

Python
ITUNES_RATING_RAW_LOWEST = 20
ITUNES_RATING_RAW_HIGHEST = 100

class Track(BaseModel):
    MyRating: int = Field(
        description="Personal Rating.  Stars expressed as 0, 20, 40, 60, 80, or 100",
        examples=[60, 80],
        ge=ITUNES_RATING_RAW_LOWEST,
        le=ITUNES_RATING_RAW_HIGHEST,
        multiple_of=20)

This property lets me use Pydantic with other Python libraries. Here, my Year validation checks for years greater than or equal to 1970 and less than or equal to the current year (using the datetime library):

Python
YEAR_EARLIEST = 1970
YEAR_CURRENT = datetime.datetime.now().year

class Track(BaseModel):
    Year: int = Field(
        description="Track's release year.",
        examples=[1998, 2004],
        ge=YEAR_EARLIEST,
        le=YEAR_CURRENT)

No track in the collection should exist beyond the current year – this constraint will now update itself as time passes.

Having applied other constraints, my Track class looks like this:

Python
class Track(BaseModel):
    """Pydantic model for validating iTunes track metadata."""
    
    Name: str = Field(
        description="Track's name and mix type.",
        examples=["Track Title (Original Mix)", "Track Title (Extended Mix)"])
    
    Artist: str = Field(
        description="The artist(s) of the track.",
        examples=["Above & Beyond", "Armin van Buuren"])
    
    Album: str = Field(
        description="Track's Camelot Notation indicating the key.",
        examples=["01A-Abm", "02B-GbM"])
    
    Work: str = Field(
        description="The record label that published the track.",
        examples=["Armada Music", "Anjunabeats"])
    
    Genre: str = Field(
        description="Track's musical genre.",
        examples=["Trance", "Progressive House"])
    
    TrackNumber: int = Field(
        description="Track's BPM (Beats Per Minute).",
        examples=[130, 140],
        ge=BPM_LOWEST,
        le=BPM_HIGHEST)
    
    Year: int = Field(
        description="Track's release year.",
        examples=[1998, 2004],
        ge=YEAR_EARLIEST,
        le=YEAR_CURRENT)
    
    MyRating: int = Field(
        description="Personal Rating. Stars expressed as 0, 20, 40, 60, 80, or 100",
        examples=[60, 80],
        ge=ITUNES_RATING_RAW_LOWEST,
        le=ITUNES_RATING_RAW_HIGHEST,
        multiple_of=20)
    
    Location: FilePath = Field(
        description="Track's Location on the filesystem.",
        examples=[r"C:\Users\User\Music\iTunes\AboveAndBeyond-AloneTonight-OriginalMix.mp3"])

This is already very helpful. Next, let’s examine my custom requirements.

Pydantic Custom Validation

This section discusses how to create custom data validation using Pydantic. I will outline what the requirements are, and then examine how these validations are defined and implemented.

Introducing Decorators

In Python, decorators modify or enhance the behaviour of functions or methods without changing their actual code. Decorators are usually written using the @ symbol followed by the decorator name, just above the function definition:

Python
@my_decorator
def my_function():
    ...

For example, consider this logger_decorator function:

Python
def logger_decorator(func):
    def wrapper():
        print(f"Running {func.__name__}...")
        func()  # Execute the supplied function
        print("Done!")
    return wrapper

This function takes another function (func) as an argument, printing a message before and after execution. If the logger_decorator function is then used as a decorator when running this greet function:

Python
@logger_decorator
def greet():
    print("Hello, world!")

greet()

Python will add the logging behaviour of logger_decorator without modifying greet:

Python
Running greet...
Hello, world!
Done!

Introducing Field Validators

In addition to the built-in data validation capabilities of Pydantic, custom validators with more specific rules can be defined for individual fields using Field Validators. These use the field_validator() decorator, and are declared as class methods within a class inheriting from Pydantic’s BaseModel.

Here’s a basic example using my Track model:

Python
class Track(BaseModel):
    Name: str = Field(
        description="Track's name and mix.",
        examples=["Track Title (Original Mix)", "Track Title (Extended Mix)"]
    )

    @field_validator("Name")
    @classmethod
    def validate_name(cls, value):
        # custom validation logic here
        return value

Where:

  • @field_validator("Name") tells Pydantic to use the function to validate the Name field.
  • @classmethod lets the validator access the Track class (cls).
  • The validator executes the validate_name function with the field value (in this case Name) as input, performs the checks and must either:
    • return the validated value, or
    • raise a ValueError or TypeError if validation fails.

Let’s see this in action.

Null Checks

Firstly, let’s perform a common data validation check by identifying empty fields. I have two variants of this – one for strings and another for numbers.

The first – validate_non_empty_string – uses pandas.isna to catch missing values and strip() to catch empty strings. This field validator applies to the Artist, Work and Genre columns:

Python
    @field_validator("Artist", "Work", "Genre")
    @classmethod
    def validate_non_empty_string(cls, value, info):
        """Validate that a string field is not empty."""
        if pd.isna(value) or str(value).strip() == "":
            raise ValueError(f"{info.field_name} must not be null or empty")
        return value

The second – validate_non_null_numeric – checks the TrackNumber, Year and MyRating numeric columns for empty values using pandas.isna:

Python
    @field_validator("TrackNumber", "Year", "MyRating", mode="before")
    @classmethod
    def validate_non_null_numeric(cls, value, info):
        """Validate that a numeric field is not null."""
        if pd.isna(value):
            raise ValueError(f"{info.field_name} must not be null")
        return value

Also, it uses Pydantic’s before validator (mode="before"), ensuring the data validation happens before Pydantic coerces types. This catches edge cases like "" or "NaN" before they become None or float("nan") values.

Character Check

Now let’s create a validator for something a little more challenging to define. All tracks in my collection follow a Track Name (Mix) schema. This can take many forms:

  • Original track: Getting Away (Original Mix)
  • Remixed track: Shapes (Oliver Smith Remix)
  • Updated remixed track: Distant Planet (Menno de Jong Interpretation) (2020 Remaster)
  • …and many more variants.

But generally, there should be at least one instance of text enclosed by parentheses. However, some tracks have no remixer and are released with just a title:

  • Getting Away
  • Shapes
  • Distant Planet

This not only looks untidy (eww!), but also breaks some of my downstream automation that expects the Track Name (Mix) schema. So any track without a remixer gets (Original Mix) added to the Name field upon download:

  • Getting Away (Original Mix)
  • Shapes (Original Mix)
  • Distant Planet (Original Mix)

Expressing this is possible with RegEx, but I can make a more straightforward and more understandable check with a field validator:

Python
    @field_validator("Name")
    @classmethod
    def validate_name(cls, value):
        if pd.isna(value) or str(value).strip() == "":
            raise ValueError("Name must not be null or empty")
        
        value_str = str(value)
        if '(' not in value_str:
            raise ValueError("Name must contain an opening parenthesis '('")
        if ')' not in value_str:
            raise ValueError("Name must contain a closing parenthesis ')'")
        return value

This validator checks that the value isn’t empty and then performs additional checks for parentheses. This could be one check, but having it as two checks improves log readability (insert foreshadowing – Ed). I could also have added Name to the validate_non_empty_string validation, but this way I have all my Name checks in the same place.

Parameterised Checks

Like constraints, field validators can also be parameterised. Let’s examine Album.

As iTunes exports can’t be customised, I use Album for a track’s Camelot Notation. These are based on the Camelot Wheel – MixedInKey‘s representation of the Circle Of Fifths. DJs generally favour Camelot Notation as it is simpler than traditional music notation for human understanding and application sorting.

Importantly, there are only twenty-four possible notations:

For example:

  • 1A (A-Flat Minor)
  • 6A (G Minor)
  • 6B (B-Flat Major)
  • 10A (B Minor)

So let’s capture these values in a CAMELOT_NOTATIONS list:

Python
CAMELOT_NOTATIONS = {
    '01A-Abm', '01B-BM', '02A-Ebm', '02B-GbM', '03A-Bbm', '03B-DbM',
    '04A-Fm', '04B-AbM', '05A-Cm', '05B-EbM', '06A-Gm', '06B-BbM',
    '07A-Dm', '07B-FM', '08A-Am', '08B-CM', '09A-Em', '09B-GM',
    '10A-Bm', '10B-DM', '11A-Gbm', '11B-AM', '12A-Dbm', '12B-EM'
}

(Note the leading zeros. Without them, iTunes sorts the Album column as (10, 11, 12, 1, 2, 3…) – you can imagine how I felt about that – Ed)

Next, I pass the CAMELOT_NOTATIONS list to an Album field validator that checks if the given value is in the list:

Python
    @field_validator("Album")
    @classmethod
    def validate_album(cls, value):
        if pd.isna(value) or str(value).strip() == "":
            raise ValueError("Album must not be null or empty")
        
        if str(value) not in CAMELOT_NOTATIONS:
            raise ValueError(f"Album must be a valid Camelot notation: {value} is not in the valid list")
        return value

Pydantic now fails any value not found in the CAMELOT_NOTATIONS list.

Now I have my validation needs fully covered. What observability does Pydantic give me over these data validation checks?

Pydantic Observability

In this section, I assess and adjust the default Pydantic observability abilities to ensure my data validation is accurately recorded.

Default Output

Pydantic automatically generates data validation error messages if validation fails. These detailed messages provide a structured overview of the issues encountered, including:

  • The index of the failing input (e.g., a DataFrame row number).
  • The model class where the error occurred.
  • The field name that failed validation.
  • A human-readable explanation of the issue.
  • The offending input value and its type.
  • A direct link to relevant documentation for further guidance.

Here’s an example of Pydantic’s output when a string field receives a NaN value:

Python
Row 2353: 1 validation error for Track
Work
  Input should be a valid string [type=string_type, input_value=nan, input_type=float]
    For further information visit https://errors.pydantic.dev/2.11/v/string_type

In this example:

  • Row 2353 indicates the problematic input row.
  • Track is the Pydantic model where validation failed.
  • Work is the failing field.
  • Pydantic detects that the input is nan (a float) and not a valid string.
  • Pydantic provides a URL to the string_type documentation.

Here’s another example, this time for a MyRating error:

Python
Row 3040: 1 validation error for Track
MyRating
  Value error, MyRating must not be null [type=value_error, input_value=nan, input_type=float]
    For further information visit https://errors.pydantic.dev/2.11/v/value_error

In this case, a field validator raised a ValueError because MyRating must not be null.

Pydantic’s error reporting is clear and actionable, making it suitable for debugging and systemic data validation tasks. However, for larger datasets or more user-friendly outputs (such as reports or UI feedback), further customisation is helpful, such as…

Terminal Output Customisation

As good as Pydantic’s default output is, it’s not that human-readable. For example, in this Terminal output I have no idea which tracks are on rows 2353, 2495 and 3040:

Plaintext
Row 2353: 1 validation error for Track
Work
  Input should be a valid string [type=string_type, input_value=nan, input_type=float]
    For further information visit https://errors.pydantic.dev/2.11/v/string_type
    
Row 2495: 1 validation error for Track
Work
  Input should be a valid string [type=string_type, input_value=nan, input_type=float]
    For further information visit https://errors.pydantic.dev/2.11/v/string_type
    
Row 3040: 1 validation error for Track
MyRating
  Value error, MyRating must not be null [type=value_error, input_value=nan, input_type=float]
    For further information visit https://errors.pydantic.dev/2.11/v/value_error

While I can find this out, it would be better to know at a glance. Fortunately, I can improve this when capturing the errors by appending the artist and name to each row of the errors object:

Python
except (ValidationError, ValueError) as e:
            artist = row['Artist'] if not pd.isna(row['Artist']) else "Unknown Artist"
            name = row['Name'] if not pd.isna(row['Name']) else "Unknown Name"
            errors.append((index, artist, name, str(e)))

Now, Artist and Name are added to each row:

Plaintext
Row 2353: Ben Stone - Mercure (Extended Mix): 1 validation error for Track
Work
  Input should be a valid string [type=string_type, input_value=nan, input_type=float]
    For further information visit https://errors.pydantic.dev/2.11/v/string_type
    
Row 2495: DJ Hell - My Definition Of House Music (Resistance D Remix): 1 validation error for Track
Work
  Input should be a valid string [type=string_type, input_value=nan, input_type=float]
    For further information visit https://errors.pydantic.dev/2.11/v/string_type
    
Row 3040: York - Reachers Of Civilisation (In Search Of Sunrise Mix): 1 validation error for Track
MyRating
  Value error, MyRating must not be null [type=value_error, input_value=nan, input_type=float]
    For further information visit https://errors.pydantic.dev/2.11/v/value_error

This makes it far easier to find the problematic files in my collection. As long as there aren’t many findings…

Creating An Error File

There are three main problems with Pydantic printing all data validation errors in the Terminal:

  • They don’t persist outside of the Terminal session.
  • The Terminal isn’t that easy to read when it’s full of text.
  • The Terminal may run out of space if there are a large number of errors.

So let’s capture the errors in a file instead. This write_error_report function generates a text-based error report from validation failures, saving it in a logs subfolder adjacent to the input file:

Python
def write_error_report(
    csv_path: Path, 
    field_error_details: Dict[str, List[str]],  
    sorted_fields: List[str]
) -> Path:

    timestamp = datetime.now().strftime("%Y%m%d-%H%M%S")
    logs_dir = csv_path.parent / "logs"
    logs_dir.mkdir(exist_ok=True)
    
    error_output_path = logs_dir / f"{timestamp}-PydanticErrors-{csv_path.stem}.txt"
    
    with open(error_output_path, 'w', encoding='utf-8') as f:
        f.write(f"Validation Error Report - {timestamp}\n")
        f.write("=" * 80 + "\n")

        for field in sorted_fields:
            messages = field_error_details.get(field, [])
            if messages:
                f.write(f"\n{field} Errors ({len(messages)}):\n")
                f.write("-" * 80 + "\n")
                for message in messages:
                    f.write(message + "\n\n")
    
    return error_output_path

Firstly, it constructs a timestamped filename using the original file’s stem (e.g., 20250529-142304-PydanticErrors-data.txt) and the logs subfolder, creating the latter if it doesn’t exist:

Python
    timestamp = datetime.now().strftime("%Y%m%d-%H%M%S")
    logs_dir = csv_path.parent / "logs"
    logs_dir.mkdir(exist_ok=True)
    
    error_output_path = logs_dir / f"{timestamp}-PydanticErrors-{csv_path.stem}.txt"

Next, Python orders the errors by the sorted_fields input, displays error counts per field and formats each error message with clear section dividers. A structured report listing all validation errors by field is saved in the logs subfolder:

Python
    with open(error_output_path, 'w', encoding='utf-8') as f:
        f.write(f"Validation Error Report - {timestamp}\n")
        f.write("=" * 80 + "\n")

        for field in sorted_fields:
            messages = field_error_details.get(field, [])
            if messages:
                f.write(f"\n{field} Errors ({len(messages)}):\n")
                f.write("-" * 80 + "\n")
                for message in messages:
                    f.write(message + "\n\n")

Finally, the filesystem path of the generated report is returned:

Python
    return error_output_path

When executed, the Terminal tells me the error file path:

Plaintext
Detailed error log written to: 20250513-133743-PydanticErrors-iTunes-Elec-Dance-Club-Main.txt

And stores the findings in a local txt file, grouped by error type for simpler readability:

Plaintext
Validation Error Report - 20250513-133743
================================================================================

MyRating Errors (5):
--------------------------------------------------------------------------------
Row 3040: York - Reachers Of Civilisation (In Search Of Sunrise Mix): 1 validation error for Track
MyRating
  Value error, MyRating must not be null [type=value_error, input_value=nan, input_type=float]
    For further information visit https://errors.pydantic.dev/2.11/v/value_error

Work Errors (22):
--------------------------------------------------------------------------------
Row 223: Dave Angel - Artech (Original Mix): 1 validation error for Track
Work
  Input should be a valid string [type=string_type, input_value=nan, input_type=float]
    For further information visit https://errors.pydantic.dev/2.11/v/string_type

Adding A Terminal Summary

Finally, I created a Terminal summary of Pydantic’s findings:

Python
print("\nValidation Summary:\n")
sorted_fields = sorted(Track.model_fields.keys())

for field in sorted_fields:
  count = error_analysis['counts'].get(field, 0)
  print(f"{field} findings: {count}")

This shows feedback after each execution:

Plaintext
Validation Summary:

Album findings: 0
Artist findings: 0
Genre findings: 0
Location findings: 0
MyRating findings: 5
Name findings: 1
TrackNumber findings: 0
Work findings: 22
Year findings: 0

Now, let’s ensure everything works properly!

Testing Pydantic

In this section, I test that my Pydantic data validation and observability processes are working correctly using iTunes export files and pytest unit tests.

Recent File Test

The first test used a recent export from the end of April 2025. Here is the Terminal output:

Plaintext
Processing file: iTunes-Elec-Dance-Club-Main-2025-04-28.txt
Reading iTunes-Elec-Dance-Club-Main-2025-04-28.txt with detected encoding UTF-16
Loaded 4407 rows
Validated 4379 rows
Found 28 errors!

Validation Summary for iTunes-Elec-Dance-Club-Main-2025-04-28.txt:
Album errors: 0
Artist errors: 0
Genre errors: 0
Location errors: 0
MyRating errors: 5
Name errors: 1
TrackNumber errors: 0
Work errors: 22
Year errors: 0

Detailed error log written to: 20250521-164324-PydanticErrors-iTunes-Elec-Dance-Club-Main-2025-04-28.txt

Good first impressions – the 4407 row count matches the export file, the summary is shown in the Terminal and an error log is created. So what’s in the log?

Firstly, five tracks have no MyRating values. For example:

Plaintext
MyRating Errors (5):
--------------------------------------------------------------------------------
Row 558: Reel People Feat Angela Johnson - Can't Stop (Michael Gray Instrumental Remix): 1 validation error for Track
MyRating
  Value error, MyRating must not be null [type=value_error, input_value=nan, input_type=float]
    For further information visit https://errors.pydantic.dev/2.11/v/value_error

This is correct, as this export was created when I added some new tracks to my collection.

Next, one track has a Name issue:

Plaintext
Name Errors (1):
--------------------------------------------------------------------------------
Row 1292: The Prodigy - Firestarter (Original Mix}: 1 validation error for Track
Name
  Value error, Name must contain a closing parenthesis ')' [type=value_error, input_value='Firestarter (Original Mix}', input_type=str]
    For further information visit https://errors.pydantic.dev/2.11/v/value_error

This one confused me at first, until I looked at the error more closely and realised the closing parenthesis is wrong! } is used instead of )! This is why my validate_name field validator has separate checks for each character – it makes it easier to understand the results!

Finally, twenty-two tracks are missing record label metadata in Work:

Plaintext
Work Errors (22):
--------------------------------------------------------------------------------
Row 223: Dave Angel - Artech (Original Mix): 1 validation error for Track
Work
  Input should be a valid string [type=string_type, input_value=nan, input_type=float]
    For further information visit https://errors.pydantic.dev/2.11/v/string_type

This means some tracks are missing full metadata. This won’t break any downstream processes as I have no reliance on this field. That said, it’s good to know about this in case my future needs change.

Older File Test

The next test uses an older file from March 2025. Let’s see what the Terminal says this time…

Plaintext
Processing file: iTunes-AllTunesMaster-2025-03-01.txt      
Reading iTunes-AllTunesMaster-2025-03-01.txt with detected encoding UTF-16
Loaded 4381 rows
Validated 0 rows
Found 4381 errors!

Validation Summary for iTunes-AllTunesMaster-2025-03-01.txt:

Album errors: 0
Artist errors: 0
Genre errors: 0
Location errors: 4381
MyRating errors: 0
Name errors: 1
TrackNumber errors: 2
Work errors: 17
Year errors: 0
Detailed error log written to: 20250521-164322-PydanticErrors-iTunes-AllTunesMaster-2025-03-01.txt

There are fewer rows here – 4381 vs 4407. This is correct, as my collection was smaller in March. But no rows were validated successfully!

I don’t have to go far to find out why:

Plaintext
Location Errors (4381):
--------------------------------------------------------------------------------
Row 0: Ariel - A9 (Original Mix): 1 validation error for Track
Location
  Path does not point to a file [type=path_not_file, input_value='C:\\Users\\User\\Folder...riel-A9-OriginalMix.mp3', input_type=str]

All the location checks failed. But this is actually a successful test!

In the time between these two exports, I reorganised my music collection. As a result, the file paths in this export no longer exist. Remember – the Location field uses the FilePath data type, which checks that the given paths exist and link to valid files. And these don’t!

The Name results are the same as the first test. This has been around for a while apparently…

Plaintext
Name Errors (1):
--------------------------------------------------------------------------------
Row 1292: The Prodigy - Firestarter (Original Mix}: 1 validation error for Track
Name
  Value error, Name must contain a closing parenthesis ')' [type=value_error, input_value='Firestarter (Original Mix}', input_type=str]
    For further information visit https://errors.pydantic.dev/2.11/v/value_error

There are also TrackNumber errors in this export:

Plaintext
TrackNumber Errors (2):
--------------------------------------------------------------------------------
Row 485: Andrew Bayer Feat Alison May - Brick (Original Mix): 2 validation errors for Track
TrackNumber
  Input should be greater than or equal to 100 [type=greater_than_equal, input_value=90, input_type=int]
    For further information visit https://errors.pydantic.dev/2.11/v/greater_than_equal

Two tracks have BPM values lower than the set range. Both files were moved during my reorganisation, but were included in this export at the time and therefore fail this validation check.

Finally, the Work errors are the same as the first test (although more have crept in since!):

Plaintext
Work Errors (17):
--------------------------------------------------------------------------------
Row 223: Dave Angel - Artech (Original Mix): 1 validation error for Track
Work
  Input should be a valid string [type=string_type, input_value=nan, input_type=float]
    For further information visit https://errors.pydantic.dev/2.11/v/string_type

Ultimately, both tests match expectations!

Unit Tests With Amazon Q

Finally, I wanted to include some unit tests for this project. Unit testing is always a good idea, especially in this context where I can verify function outputs and error generation without needing to create numerous test files.

I figured this was a good opportunity to test Amazon Q Developer and see what it came up with. I gave it a fairly basic prompt, using the @workspace context to allow Q access to my project’s entire workspace as context for its responses:

Plaintext
@workspace write unit tests for this script using pytest

I tend to use pytest for my Python testing, as I find it simpler and more flexible than Python’s standard unittest library.

Q promptly provided several reasonable tests in response. This initiated a half-hour exchange between us focused on calibrating the existing tests and creating new ones. To be fair to Q, my initial prompt was quite basic and could have been much more detailed.

Amongst Q’s tests was this one testing an empty Artist field:

Python
    @patch('pathlib.Path.exists')
    def test_empty_artist(self, mock_exists):
        """Test that an empty artist fails validation."""
        # Mock file existence check
        mock_exists.return_value = True
        
        invalid_track_data = {
            "Name": "Test Track (Original Mix)",
            "Artist": "",  # Empty artist
            "Album": "01A-Abm",
            "Work": "Test Label",
            "Genre": "Trance",
            "TrackNumber": 130,
            "Year": 2020,
            "MyRating": 80,
            "Location": "C:\\Music\\test_track.mp3"
        }

This one, checking an invalid Camelot Notation:

Python
@patch('pathlib.Path.exists')
    def test_invalid_album_not_camelot(self, mock_exists):
        """Test that an invalid Camelot notation fails validation."""
        # Mock file existence check
        mock_exists.return_value = True
        
        invalid_track_data = {
            "Name": "Test Track (Original Mix)",
            "Artist": "Test Artist",
            "Album": "Invalid Key",  # Not a valid Camelot notation
            "Work": "Test Label",
            "Genre": "Trance",
            "TrackNumber": 130,
            "Year": 2020,
            "MyRating": 80,
            "Location": "C:\\Music\\test_track.mp3"
        }
        
        with pytest.raises(ValueError, match="Album must be a valid Camelot notation"):
            Track(**invalid_track_data)

And this one, checking what happens with an incomplete DataFrame:

Python
    @patch('wolfie_exportvalidator_itunes.detect_file_encoding')
    @patch('pandas.read_csv')
    def test_load_itunes_data_missing_columns(self, mock_read_csv, mock_detect_encoding):
        """Test loading iTunes data with missing columns."""
        # Setup mocks
        mock_detect_encoding.return_value = 'utf-8'
        mock_df = pd.DataFrame({
            'Name': ['Test Track (Original Mix)'],
            'Artist': ['Test Artist'],
            # Missing required columns
        })
        mock_read_csv.return_value = mock_df
        
        # Call function and verify it raises an error
        with pytest.raises(ValueError, match="Missing expected columns"):
            load_itunes_data(Path('dummy_path.txt'))

I’ll include the whole test suite in my GitHub repo. Let’s conclude with pytest‘s output:

Plaintext
collected 41 items                                                                                                                                        

tests/test_wolfie_exportvalidator_itunes.py::TestTrackModel::test_valid_track PASSED                                                                [  2%] 
tests/test_wolfie_exportvalidator_itunes.py::TestTrackModel::test_valid_track_boundary_values PASSED                                                [  4%] 
tests/test_wolfie_exportvalidator_itunes.py::TestTrackModel::test_invalid_name_no_parentheses PASSED                                                [  7%]
tests/test_wolfie_exportvalidator_itunes.py::TestTrackModel::test_empty_name PASSED                                                                 [  9%] 
tests/test_wolfie_exportvalidator_itunes.py::TestTrackModel::test_empty_artist PASSED                                                               [ 12%] 
tests/test_wolfie_exportvalidator_itunes.py::TestTrackModel::test_empty_work PASSED                                                                 [ 14%] 
tests/test_wolfie_exportvalidator_itunes.py::TestTrackModel::test_empty_genre PASSED                                                                [ 17%] 
tests/test_wolfie_exportvalidator_itunes.py::TestTrackModel::test_invalid_album_not_camelot PASSED                                                  [ 19%] 
tests/test_wolfie_exportvalidator_itunes.py::TestTrackModel::test_valid_camelot_notations PASSED                                                    [ 21%] 
tests/test_wolfie_exportvalidator_itunes.py::TestTrackModel::test_invalid_bpm_range_high PASSED                                                     [ 24%] 
tests/test_wolfie_exportvalidator_itunes.py::TestTrackModel::test_invalid_bpm_range_low PASSED                                                      [ 26%] 
tests/test_wolfie_exportvalidator_itunes.py::TestTrackModel::test_invalid_year_range_early PASSED                                                   [ 29%]
tests/test_wolfie_exportvalidator_itunes.py::TestTrackModel::test_invalid_year_range_future PASSED                                                  [ 31%] 
tests/test_wolfie_exportvalidator_itunes.py::TestTrackModel::test_invalid_rating_not_multiple PASSED                                                [ 34%] 
tests/test_wolfie_exportvalidator_itunes.py::TestTrackModel::test_invalid_rating_too_low PASSED                                                     [ 36%] 
tests/test_wolfie_exportvalidator_itunes.py::TestTrackModel::test_invalid_rating_too_high PASSED                                                    [ 39%] 
tests/test_wolfie_exportvalidator_itunes.py::TestTrackModel::test_null_track_number PASSED                                                          [ 41%] 
tests/test_wolfie_exportvalidator_itunes.py::TestTrackModel::test_null_year PASSED                                                                  [ 43%] 
tests/test_wolfie_exportvalidator_itunes.py::TestTrackModel::test_null_rating PASSED                                                                [ 46%]
tests/test_wolfie_exportvalidator_itunes.py::TestFileOperations::test_detect_file_encoding PASSED                                                   [ 48%] 
tests/test_wolfie_exportvalidator_itunes.py::TestFileOperations::test_detect_file_encoding_latin1 PASSED                                            [ 51%] 
tests/test_wolfie_exportvalidator_itunes.py::TestFileOperations::test_detect_file_encoding_no_result PASSED                                         [ 53%] 
tests/test_wolfie_exportvalidator_itunes.py::TestFileOperations::test_load_itunes_data_success PASSED                                               [ 56%]
tests/test_wolfie_exportvalidator_itunes.py::TestFileOperations::test_load_itunes_data_missing_columns PASSED                                       [ 58%] 
tests/test_wolfie_exportvalidator_itunes.py::TestFileOperations::test_load_itunes_data_empty_dataframe PASSED                                       [ 60%] 
tests/test_wolfie_exportvalidator_itunes.py::TestValidation::test_validate_tracks_all_valid PASSED                                                  [ 63%] 
tests/test_wolfie_exportvalidator_itunes.py::TestValidation::test_validate_tracks_with_errors PASSED                                                [ 65%] 
tests/test_wolfie_exportvalidator_itunes.py::TestValidation::test_duplicate_location PASSED                                                         [ 68%] 
tests/test_wolfie_exportvalidator_itunes.py::TestValidation::test_analyze_errors PASSED                                                             [ 70%] 
tests/test_wolfie_exportvalidator_itunes.py::TestValidation::test_analyze_errors_with_general_error PASSED                                          [ 73%] 
tests/test_wolfie_exportvalidator_itunes.py::TestValidation::test_write_error_report PASSED                                                         [ 75%]
tests/test_wolfie_exportvalidator_itunes.py::TestValidation::test_process_file_with_errors PASSED                                                   [ 78%] 
tests/test_wolfie_exportvalidator_itunes.py::TestValidation::test_process_file_no_errors PASSED                                                     [ 80%]
tests/test_wolfie_exportvalidator_itunes.py::TestParamsData::test_bpm_range_valid PASSED                                                            [ 82%] 
tests/test_wolfie_exportvalidator_itunes.py::TestParamsData::test_year_range_valid PASSED                                                           [ 85%] 
tests/test_wolfie_exportvalidator_itunes.py::TestParamsData::test_rating_range_valid PASSED                                                         [ 87%] 
tests/test_wolfie_exportvalidator_itunes.py::TestParamsData::test_camelot_notations_valid PASSED                                                    [ 90%] 
tests/test_wolfie_exportvalidator_itunes.py::TestMain::test_main_with_files PASSED                                                                  [ 92%] 
tests/test_wolfie_exportvalidator_itunes.py::TestMain::test_main_no_files PASSED                                                                    [ 95%] 
tests/test_wolfie_exportvalidator_itunes.py::TestMain::test_main_with_exception PASSED                                                              [ 97%]
tests/test_wolfie_exportvalidator_itunes.py::TestMain::test_main_with_critical_exception PASSED                                                     [100%] 

=================================================================== 41 passed in 0.20s ===================================================================

I had a very positive experience overall! Working with Amazon Q allowed me to write the tests more quickly than I could have done on my own. We would have been even faster if I had put more thought into my initial prompt. Additionally, since Q Developer offers a generous free tier, it didn’t cost me anything.

GitHub Repo

I have committed my Pydantic data validation script, test suite and documentation in the repo below:

GitHub-BannerSmall

Note that the parameters are decoupled from the Pydantic script. This will allow me to reuse some parameters across future validation scripts and has enabled me to exclude the system parameters from the repository.

Summery

In this post, I used the Pydantic Python library to create data validation and observability processes for my Project Wolfie iTunes data.

I found Pydantic very impressive! Its simplicity, functionality and interoperability make it an attractive addition to Python data pipelines, and its strong community support keeps Pydantic relevant and current. Additionally, Pydantic’s presence in FastAPI, PydanticAI and a managed AWS Lambda layer enables rapid integration and seamless deployment. I see many applications for it within Project Wolfie.

There’s lots more to Pydantic – this Pixegami video is a great walkthrough of Pydantic in action:

If this post has been useful then the button below has links for contact, socials, projects and sessions:

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Thanks for reading ~~^~~

Categories
Data & Analytics

Practical Lakehouse Architecture By Gaurav Thalpati

2025 04 PracticalLakehouseArchitectureByGauravThalpati800600

In this post, I review Gaurav Ashok Thalpati’s 2024 book ‘Practical Lakehouse Architecture‘ published by O’Reilly Media.

Table of Contents

Introduction

I first found O’Reilly books a few years back in a Data Engineering-themed Humble Bundle. Since then, I’ve built an extensive library of both e-books and physical books, with many more on my Amazon wish list. At the start of 2025, I decided to actually start reading them…

So far, I’ve finished three. Now, I don’t feel compelled to review them all. But having finished Practical Lakehouse Architecture I decided to start the Shark Shelf. This will be an occasional series of review posts about books that I really like, or that deserve some fanfare. And yes – How To Solve It belongs on the Shark Shelf.

Now let’s talk about Practical Lakehouse Architecture.

The Author

Gaurav Ashok Thalpati hails from Pune, India, where he’s worked as an independent cloud data consultant for decades. He’s a blogger and YouTuber, holds multiple data certifications and is an AWS Community Builder.

In July 2024, O’Reilly published his first book, Practical Lakehouse Architecture.

The Book

From the Practical Lakehouse Architecture blurb:

This guide explains how to adopt a data lakehouse architecture to implement modern data platforms. It reviews the design considerations, challenges, and best practices for implementing a lakehouse and provides key insights into the ways that using a lakehouse can impact your data platform, from managing structured and unstructured data and supporting BI and AI/ML use cases to enabling more rigorous data governance and security measures.

Practical Lakehouse Architecture was released in July 2024. It is available in both physical and eBook forms from O’Reilly, Amazon US, Amazon UK and eBooks.

Motivations

Reading a book?! In 2025?! I know, right? This section examines my motivations for buying and reading Practical Lakehouse Architecture.

Project Wolfie

I recently wrote about the beginning of Project Wolfie. I kinda expected to have started coding by now. Instead, most of my work is currently on paper and whiteboards. But there’s a good reason for this.

Project Wolfie is greenfield. I don’t have any existing code or resources, and I can use modern tools freely. However, with this freedom comes responsibility. Every choice I make now affects the architecture and involves tradeoffs. As much as I want to start working on the deliverables, I also want to make sensible decisions that can withstand scrutiny.

My hope with Practical Lakehouse Architecture was that it would help me with critical areas like observability, CI/CD, and security. Because it’s not that there isn’t advice online…

Advice Spread Thin

Lakehouse architectures are relatively recent in the data landscape. As a result, their understanding is not as established as that of data warehouses and data lakes, and some aspects of Lakehouse architecture are still evolving.

Many Lakehouse resources are either brief overviews, opinionated deep dives into specific use cases or marketing posts acting as best practices. This makes it hard to find balanced advice. My hope with Practical Lakehouse Architecture was that it would offer clear, unbiased views.

Professional Curiosity

As of 2025, I’ve spent nearly a decade in technical data roles. And in that time I’ve seen massive changes in data management, ranging from a server cupboard in Stockport to huge, multi‑region distributed data platforms.

Over the years, I’ve cultivated a passion for data technology, evolving from writing blog posts and speaking at meetups to working as an AWS consultant. As an AWS Community Builder in the Data category, I can access early previews and best practices from AWS experts. Additionally, as an AWS User Group Leader, I help attendees and guest speakers discuss data patterns.

With this in mind, I was curious about what new insights Practical Lakehouse Architecture could offer me.

Book Review

Onto the review! In this section, I’ll summarise the chapters and examine what stood out in each.

Chapters 1 – 3

The first set of chapters introduces the foundations of Lakehouse architecture, comparing it with traditional models and exploring the importance of storage in modern data platforms.

Chapter 1: Introduction to Lakehouse Architecture lays the groundwork for the book, putting all readers on equal footing for the chapters ahead. Gaurav starts by defining and exploring the ideas and concepts of various data architectures. He then examines the characteristics, evolution and benefits of the Lakehouse architecture.

Chapter 1 can be viewed on the O’Reilly site.

Chapter 2: Traditional Architectures and Modern Platforms contrasts the Lakehouse architecture with traditional data lakes and data warehouses, outlining the benefits and limitations of each. Gaurav then shifts his focus to how modern cloud platforms have transformed these traditional architectures.

I like how Gaurav hasn’t dismissed lakes and warehouses here. Both are proven and well-understood options, and they are still the better choice in certain situations over Lakehouses.

Chapter 3: Storage: The Heart Of The Lakehouse examines the various factors surrounding data storage. Gaurav looks at row-based and column-based storage formats. He then explains the features and uses of Parquet, ORC, and Avro. He also compares newer open table formats, like Iceberg, Hudi, and Delta Lake, highlighting their similarities, differences, and use cases.

This is one area where the book really shines. Having topics like this explained clearly in one place, without having to go online, is incredibly useful!

Chapters 4 – 6

Next, these chapters focus on the operational and organisational elements of Lakehouse architectures. Topics include metadata management, compute engines, and governance. These elements are essential for effectively scaling and securing a modern data platform.

Chapter 4: Data Catalogs explores the purpose of data catalogs and the different types of metadata they can contain. It explains how catalogs support essential processes such as classification, governance, and lineage. Gaurav also compares data catalog implementations across AWS, Azure, and GCP.

Including multi-cloud examples both broadens the chapter’s scope and reinforces the cloud-agnostic nature of Lakehouse architecture – an important theme of the book.

Chapter 5: Compute Engines for Lakehouse Architectures examines compute options for batch and real-time data processing. Gaurav covers open-source tools such as Spark, Flink, and Presto, as well as cloud-native services like AWS Glue, Google BigQuery, and Databricks. He offers practical advice for selecting a compute engine, considering factors such as provisioning complexity, open-source support and AI/ML capabilities.

Chapter 6: Data and AI Governance and Security in Lakehouse Architecture explores governance and security, crucial areas for any production-ready data platform. Gaurav discusses core topics such as data quality, ownership, sensitivity and compliance. He also explores how governance responsibilities span both business and technical domains, emphasising the importance of organisational roles in maintaining control and oversight.

Chapters 7 – 9

Finally, these chapters focus on the practical realities of Lakehouse implementation – moving between theory and practice, and looking ahead to the architecture’s potential future.

Chapter 7: The Big Picture: Designing and Implementing a Lakehouse Platform examines considerations ranging from requirements gathering to defining business goals. Recommended Lakehouse zones are analysed and explained, and the expectations for each zone are defined. Finally, CICD is considered, and a sample design questionnaire is provided to help guide implementation planning.

Zones, or layers, are currently one of the most contentious areas of Lakehouse architectures. I like Gaurav’s stance on this – it’s somewhat similar to Simon Whiteley‘s. Yup – this video again.

Chapter 8: Lakehouse in the Real World does something I don’t see often – contrasting ideal scenarios with real-world events. It covers key stages in a Lakehouse’s development like analysis, testing and maintenance, examining what could go wrong and offering mitigation strategies.

This section is definitely accurate, as I’ve encountered some of these factors! It includes comparing greenfield and brownfield implementations, examining how business constraints affect technology choices, and considering if the desired RPO and RTO targets are financially and logistically possible.

Finally, Chapter 9: Lakehouse Of The Future looks ahead, exploring how Lakehouses might evolve in the years to come. Gaurav discusses potential intersections with trends like Data Mesh, Zero ETL and AI model integration. He also introduces emerging technologies like Delta UniForm and Apache XTable, which aim to improve interoperability across data processing systems and query engines. Finally, he touches on future innovations such as Apache Puffin and Ververica Streamhause that could further transform the data landscape.

(Sidenote: this Dremio post explores UniFrom and XTable very well.)

Thoughts

Having finished the book (in two weeks no less!), here are my thoughts:

Firstly, it’s not an intimidating read. At 283 pages, Practical Lakehouse Architecture is authoritative and content-rich without being overly complex or wordy. It also uses familiar O’Reilly conventions and style. When placed next to similar books I own, like The Data Warehouse Toolkit (600 pages) and Designing Data-Intensive Applications (614 pages), it’s easier to pick up and get into. And with some books, that’s a battle in itself!

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Also, Practical Lakehouse Architecture‘s flow is very natural and the chapters make their points very well. I find some technical books, including some O’Reilly ones, hard to follow because they feel disjointed and jargon-heavy. That wasn’t the case here. The book held my attention very well throughout, and will serve me well as a future reference point.

Practical Lakehouse Architecture also feels like it will be relevant for a while. Some of my technical books have sections that are now outdated due to rapid technological changes. Here, ideas such as decoupled storage and compute, unified governance, and data personas will continue to matter for years to come.

Overall, an excellent book that I enjoyed reading.

Summary

In this post, I reviewed Gaurav Ashok Thalpati’s 2024 book ‘Practical Lakehouse Architecture‘ published by O’Reilly Media.

Ultimately, Practical Lakehouse Architecture is a well-written and informative book that caters to a wide range of skills. It’s a strong addition to the O’Reilly catalogue and complements titles like Rukmani Gopalan‘s 2022 book, The Cloud Data Lake, which I’m currently reading. It’s a great knowledge source for this constantly evolving modern data architecture.

If this post has been useful then the button below has links for contact, socials, projects and sessions:

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Thanks for reading ~~^~~

Categories
Developing & Application Integration

Simplified Data Workflows With AWS Step Functions Variables

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In this post, I use AWS Step Functions variables and JSONata to create a simplified API data capture workflow with Lambda and DynamoDB.

Table of Contents

Introduction

I’ve become an AWS Step Functions convert in recent times. Back in 2020 when I first studied it for some AWS certifications, Step Functions defined workflows entirely in JSON, making it less approachable and often overlooked.

How times change! With 2021’s inclusion of a visual editor, Step Functions became far more accessible, helping it become a key tool in serverless application design. And in 2024 two major updates significantly enhanced Step Functions’ flexibility: JSONata support, which I recently explored, and built-in variables, which simplify state transitions and data management. This post focuses on the latter.

To demonstrate the power of Step Functions variables, I’ll walk through a practical example: fetching API data, verifying the response, and inserting it into DynamoDB. Firstly, I’ll examine the services and features I’ll use. Then I’ll create a state machine and examine each state’s use of variables. Finally, I’ll complete some test executions to ensure everything works as expected.

If a ‘simplified’ workflow seems hard to justify as a 20-minute read…that’s fair. But mastering Step Functions variables now can save hours of debugging and development in the long run! – Ed

Also, special thanks to AWS Community Builder Md. Mostafa Al Mahmud for generously providing AWS credits to support this and future posts!

Architecture

This section provides a top-level view of the architecture behind my simplified Step Functions variables workflow, highlighting the main AWS services involved in getting and processing API data. I’ll briefly cover the data being used, the role of Step Functions variables and the integration of DynamoDB within the workflow.

API Data

The data comes from a RESTful API that provides UK car details. The API needs both an authentication key and query parameters. Response data is provided in JSON.

The data used in this post is about my car. As some of it is sensitive, I will only use data that is already publicly available:

JSON
{
    "make": "FORD",
    "yearOfManufacture": 2014,
    "engineCapacity": 1242,
    "co2Emissions": 120,
    "fuelType": "PETROL",
    "markedForExport": false,
    "colour": "GREY",
}

There are several data types here. This will be important when writing to DynamoDB!

AWS Step Functions Variables

In my last post, I talked about JSONata in AWS Step Functions. This time let’s talk about Step Functions variables, which were introduced alongside JSONata in November 2024.

Step Functions variables offer a simple way to store and reuse data within a state machine, enabling dynamic workflows without complex transformations. They work well with both JSONata and JSONPath and are available at no extra cost in all AWS regions that support Step Functions.

Variables are set using Assign. They can be assigned static values for fixed values:

JSON
"Assign": {
    "productName": "product1",
    "count" : 42,
    "available" : true
}

As well as dynamic values for changing values. To dynamically set variables, Step Functions uses JSONata expressions within {% ... %}. The following example extracts productName and available from the state input using the JSONata $states reserved variable:

JSON
"Assign": {
    "product": "{% $states.input.productName %}",
    "available": "{% $states.input.available %}"
}

Variables are then referenced using dollar signs ($), e.g. $productName.

There’s tonnes more to this. For details on name syntax, ASL integration and creating JSONPath variables, check the Step Functions Developer Guide variables section. Additionally, watch AWS Principal Developer Advocate Eric Johnson‘s related video:

With Step Functions variables handling data transformation and persistence, the next step is storing processed data efficiently. This is where Amazon DynamoDB comes in.

Amazon DynamoDB

DynamoDB is a fully managed NoSQL database built for high performance and seamless scalability. Its flexible, schema-less design makes it perfect for storing and retrieving JSON-like data with minimal overhead.

DynamoDB can automatically scale to manage millions of requests per second while maintaining low latency. It integrates seamlessly with AWS services like Lambda and API Gateway, providing built-in security, automated backups, and global replication to ensure reliability at any scale.

Popular use cases include:

  • Serverless backends (paired with AWS Lambda/API Gateway) for API-driven apps.
  • Real-time workloads like user sessions, shopping carts, or live leaderboards.
  • High-velocity data streams from IoT devices or clickstream analytics.

Diagram

Finally, here is an architectural diagram of my simplified Step Functions variables workflow:

In which:

  1. The user triggers an AWS Step Functions state machine with a JSON key-value pair as input.
  2. A Lambda function is invoked with the input payload.
  3. The Lambda function sends a POST request to a third-party API.
  4. The API server responds with JSON data.
  5. The Lambda function assigns Step Functions variables to store API response values and enters a Choice state that checks the API response code.
  6. If the Choice state condition fails, SNS publishes a failure notification email.
  7. The state machine terminates with an ExecutionFailed status.
  8. If the Choice state condition passes, the processed API response data is written to a DynamoDB table.
  9. SNS publishes a success notification email.
  10. The state machine terminates with an ExecutionSucceeded status.

If an error occurs at any point in execution, SNS publishes a failure notification email and the state machine terminates with an ExecutionFailed status.

Resources

In this section, I create and configure my simplified Step Functions variables workflow resources, which are:

  • AWS Lambda function
  • AWS Step Functions Choice state
  • Amazon DynamoDB table
  • Amazon SNS topic

AWS Lambda

This section details how I created an AWS Lambda function to interact with a REST API. The function makes a secure POST request, manages potential errors and parses the response for use in downstream states. Additionally, I will discuss an issue I encountered while attempting to create variables from the function’s output using JSONata.

Lambda Function

First, I need to write a function. It’s nothing special – I have the API link and security key I need, and I just want to retrieve some data. So I decided to give Amazon Q Developer a try!

I used this prompt:

I have an HTTPS hyperlink for a REST API and an API key. I want to send a POST request to the API using the key. I have a USERID parameter that I will pass as JSON.

Please write a Python function for AWS Lambda with error handling. Please use security best practises and Pythonic standards.

Yes I do say Please in my prompts.

Amazon Q produced a decent script with:

  • API endpoint and key stored as environment variables.
  • Use of the requests module with a timeout to prevent indefinite hangs.
  • Error handling for request failures, validation errors, and unexpected issues.
  • A structured JSON response including the status code and parsed response.
Python
import json
import os
import logging
import requests
from typing import Dict, Any
from botocore.exceptions import ClientError

# Configure logging
logger = logging.getLogger()
logger.setLevel(logging.INFO)

def lambda_handler(event: Dict[str, Any], context: Any) -> Dict[str, Any]:
    """
    AWS Lambda function to make POST request to API endpoint
    Args:
        event: Lambda event object containing request data
        context: Lambda context object
    Returns:
        API response as dictionary
    """
    try:
        # Get API endpoint and key from environment variables
        api_endpoint = os.environ['API_ENDPOINT']
        api_key = os.environ['API_KEY']

        # Extract user ID from event
        user_id = event.get('userId')
        if not user_id:
            raise ValueError("userId is required in the request")

        # Set request headers
        headers = {
            'Content-Type': 'application/json',
            'x-api-key': api_key
        }

        # Prepare request payload
        payload = {
            'userId': user_id
        }

        # Make POST request
        response = requests.post(
            api_endpoint,
            headers=headers,
            json=payload,
            timeout=30  # Set timeout for the request
        )

        # Raise exception for bad status codes
        response.raise_for_status()

        return {
            'statusCode': response.status_code,
            'body': response.json()
        }

    except requests.exceptions.RequestException as e:
        logger.error(f"API request failed: {str(e)}")
        return {
            'statusCode': 500,
            'body': json.dumps({'error': 'Failed to make API request'})
        }

    except ValueError as e:
        logger.error(f"Validation error: {str(e)}")
        return {
            'statusCode': 400,
            'body': json.dumps({'error': str(e)})
        }

    except Exception as e:
        logger.error(f"Unexpected error: {str(e)}")
        return {
            'statusCode': 500,
            'body': json.dumps({'error': 'Internal server error'})
        }

It needed some tweaks for my purposes, but was still faster than typing it all out manually!

Step Functions Config

The Lambda: Invoke action defaults to using the state input as the payload, so "Payload": "{% $states.input %}" is scripted automatically:

JSON
    "Lambda Invoke": {
      "Type": "Task",
      "Resource": "arn:aws:states:::lambda:invoke",
      "Output": "{% $states.result.Payload %}",
      "Arguments": {
        "FunctionName": "[LAMBDA_ARN]:$LATEST",
        "Payload": "{% $states.input %}"
      },
      "Next": "Check API Status Code"
    }

This is going to be helpful in the next section!

Step Functions manages retries and error handling. If my Lambda function fails, it will retry up to three times with exponential backoff before sending a failure notification through SNS:

JSON
    "Lambda Invoke": {
      "Retry": [
        {
          "ErrorEquals": [
            "Lambda.ServiceException",
            "Lambda.AWSLambdaException",
            "Lambda.SdkClientException",
            "Lambda.TooManyRequestsException"
          ],
          "IntervalSeconds": 1,
          "MaxAttempts": 3,
          "BackoffRate": 2,
          "JitterStrategy": "FULL"
        }
      ],
      "Next": "Check API Status Code",
      "Catch": [
        {
          "ErrorEquals": [
            "States.ALL"
          ],
          "Next": "SNS Publish: Fail"
        }
      ]
    }

Next, let’s talk about the function’s outputs.

Outputs & JSONata Variables

The Lambda function returns a nested JSON structure. Here’s a redacted example of it:

JSON
{
  "output": {
    "ExecutedVersion": "$LATEST",
    "Payload": {
      "statusCode": 200,
      "body": {
        "make": "FORD",
        "yearOfManufacture": 2014,
        "engineCapacity": 1242,
        "co2Emissions": 120,
        "fuelType": "PETROL",
        "markedForExport": false,
        "colour": "GREY"
      }
    },
    "SdkHttpMetadata": {
      "AllHttpHeaders": {
        "REDACTED": "REDACTED"
      },
      "HttpHeaders": {
        "REDACTED": "REDACTED"
      },
      "HttpStatusCode": 200
    },
    "SdkResponseMetadata": {
      "REDACTED": "REDACTED"
    },
    "StatusCode": 200
  }
}

I mentioned earlier about Lambda: Invoke‘s default Payload setting. This default creates a {% $states.result.Payload %} JSONata expression output that I can use to assign variables for downstream states.

In this example, {% $states.result.Payload %} returns this:

JSON
{
  "Payload": {
      "statusCode": 200,
      "body": {
        "make": "FORD",
        "yearOfManufacture": 2014,
        "engineCapacity": 1242,
        "co2Emissions": 120,
        "fuelType": "PETROL",
        "markedForExport": false,
        "colour": "GREY"
      }
    }
}

Let’s make a variable for statusCode. In the response, statusCode is a property of Payload:

JSON
{
  "Payload": {
      "statusCode": 200
    }
}

In JSONata this is expressed as {% $states.result.Payload.statusCode %}. Then I can assign the JSONata expression to a statusCode variable via JSON. In the AWS console, I do this via:

JSON
{
  "statusCode": "{% $states.result.Payload.statusCode %}"
}

And in Step Functions ASL via:

JSON
"Assign": {"statusCode": "{% $states.result.Payload.statusCode %}"}

I can then call this variable using $statusCode. Here, this will return 200.

Next, let’s make a make variable. This is slightly more involved as make is a property of body, which is itself a property of Payload:

JSON
{
  "Payload": {
      "body": {
        "make": "FORD"
      }
    }
}

So this time I need:

JSON
CONSOLE:
"make": "{% $states.result.Payload.body.make%}"

ASL:
"Assign": {"make": "{% $states.result.Payload.body.make%}"}

And now $make will return "FORD".

So let’s do the other values:

JSON
"Assign": {
    "statusCode": "{% $states.result.Payload.statusCode %}",
    "make": "{% $states.result.Payload.body.make%}",
    "yearOfManufacture": "{% $string($states.result.Payload.body.yearOfManufacture) %}",
    "engineCapacity": "{% $string($states.result.Payload.body.engineCapacity) %}",
    "co2Emissions": "{% $string($states.result.Payload.body.co2Emissions) %}",
    "fuelType": "{% $states.result.Payload.body.fuelType %}",
    "markedForExport": "{% $states.result.Payload.body.markedForExport%}",
    "colour": "{% $states.result.Payload.body.colour%}"
}

Note that variables returning numbers from the response body like yearOfManufacture have an additional $string JSONata expression. I’ll explain the reason for this in the DynamoDB section.

Lambda Issues

When I first started using Step Functions variables, I used a different Lambda function for the API call and kept getting this error:

An error occurred.

The JSONata expression '$states.input.body.make' specified for the field 'Assign/make' returned nothing (undefined).

After getting myself confused, I checked the function’s return statement and found this:

Python
return {
    'statusCode': response.status_code,
    'body': response.text
}

Here, response.text returns the response body as a JSON-formatted string rather than as a nested dictionary:

Plaintext
{
  "statusCode": 200,
  "body": "{\"make\":\"FORD\",\"yearOfManufacture\":2014,\"engineCapacity\":1242,\"co2Emissions\":120,\"fuelType\":\"PETROL\",\"markedForExport\":false,\"colour\":\"GREY\"}"
}

That string isn’t compatible with dot notation. So while $states.input.body will match the whole body, $states.input.body.make can’t match anything because the string can’t be traversed. So nothing is returned, causing the error.

Using response.json() fixes this, as the response is now correctly structured for JSONata expressions:

Python
return {
    'statusCode': response.status_code,
    'body': response.json()
}

Choice State

The Choice state here is very similar to a previous one. This Choice state checks the Lambda function’s API response and routes accordingly.

Here, the Choice state uses the JSONata expression {% $statusCode = 200 %} to check the $statusCode variable value. By default, it will transition to the SNS Publish: Fail state. However, if $statusCode equals 200, then the Choice state will transition to the DynamoDB PutItem state instead:

JSON
    "Check API Status Code": {
      "Type": "Choice",
      "Choices": [
        {
          "Next": "DynamoDB PutItem",
          "Condition": "{% $statusCode = 200 %}"
        }
      ],
      "Default": "SNS Publish: Fail"
    }

This step prevents silent failures by ensuring unsuccessful API responses trigger an SNS notification instead of proceeding to DynamoDB. It also helps maintain data integrity by isolating success and failure paths, and ensuring only valid responses are saved in DynamoDB.

So now I’ve captured the data and confirmed its integrity. Next, let’s store it somewhere!

Amazon DynamoDB

It’s time to think about storing the API data. Enter DynamoDB! This section covers creating a table, writing data and integrating DynamoDB with AWS Step Functions and JSONata. I’ll share key lessons learned, especially about handling data types correctly.

Let’s start by creating a table.

Creating A Table

Before inserting data into DynamoDB, I need to create a table. Since DynamoDB is a schemaless database, all that is required to create a new table is a table name and a primary key. Naming the table is straightforward, so let’s focus on the key.

DynamoDB has two types of key:

  • Partition key (required): Part of the table’s primary key. It’s a hash value that is used to retrieve items from the table and allocate data across hosts for scalability and availability.
  • Sort key (optional): The second part of a table’s primary key. The sort key enables sorting or searching among all items sharing the same partition key.

Let’s look at an example using a Login table. In this table, the user ID serves as the partition key, while the login date acts as the sort key. This structure enables efficient lookups and sorting, allowing quick retrieval of a user’s login history while minimizing operational overhead.

To use a physical analogy, consider the DynamoDB table as a filing cabinet, the Partition key as a drawer, and the Sort key as a folder. If I wanted to retrieve User 123‘s logins for 2025, I would:

  • Access the Logins filing cabinet (DynamoDB table).
  • Find User 123’s drawer (Partition Key).
  • Get User 123’s 2025 folder (Sort Key).

DynamoDB provides many features beyond those discussed here. For the latest features, please refer to the Amazon DynamoDB Developer Guide.

Writing Data

So now I have a table, how do I put data in it?

DynamoDB offers several ways to write data, and a common one is PutItem. This lets me insert or replace an item in my table. Here’s a basic example of adding a login event to a UserLogins table:

JSON
{
    "TableName": "UserLogins",
    "Item": {
        "UserID": { "S": "123" },
        "LoginDate": { "S": "2025-02-25T12:00:00Z" },
        "Device": { "S": "Laptop" }
    }
}

Here:

  • TableName specifies the name of the DynamoDB table where the item will be stored.
  • Item represents the data being inserted into the table. It contains key-value pairs, where the attributes (e.g. UserID) are mapped to their corresponding data types (e.g. "S") and values (e.g. "123").
  • UserID is an attribute in the item being inserted.
  • "S" is a data type descriptor, ensuring that DynamoDB knows how to store and index it.
  • "123" is the value assigned to the UserID attribute.

While DynamoDB is NoSQL, it still enforces strict data types and naming rules to ensure consistency. These are detailed in the DynamoDB Developer Guide, but here’s a quick rundown of supported data types as of March 2025:

  • S – String
  • N – Number
  • B – Binary
  • BOOL – Boolean
  • NULL – Null
  • M – Map
  • L – List
  • SS – String Set
  • NS – Number Set
  • BS – Binary Set

Step Functions Config

So how do I apply this to Step Functions? Well, remember when I set variables in the output of the Lambda function? Step Functions lets me reference those variables here.

Here’s how I store a make attribute in DynamoDB, using my $make variable in a JSONata expression:

JSON
{
    "TableName": "REDACTED",
    "Item": {
        "make": { "S": "{% $make %}" }
    }
}

This is equivalent to:

JSON
{
    "TableName": "REDACTED",
    "Item": {
        "make": { "S": "FORD" }
    }
}

Using JSONata, I can dynamically inject values during execution instead of hardcoding them.

Now let’s add a yearOfManufacture attribute:

JSON
{
    "TableName": "REDACTED",
    "Item": {
        "make": { "S": "{% $make %}" },
        "yearOfManufacture": { "N": "{% $yearOfManufacture %}" }
    }
}

This pattern continues for my other attributes:

JSON
{
  "TableName": "REDACTED",
  "Item": {
    "make": {
      "S": "{% $make %}"
    },
    "yearOfManufacture": {
      "N": "{% $yearOfManufacture%}"
    },
    "engineCapacity": {
      "N": "{% $engineCapacity %}"
    },
    "co2Emissions": {
      "N": "{% $co2Emissions%}"
    },
    "fuelType": {
      "S": "{% $fuelType %}"
    },
    "markedForExport": {
      "BOOL": "{% $markedForExport %}"
    },
    "colour": {
      "S": "{% $colour %}"
    }
  }
}

All this is then passed as an Argument to the DynamoDB: PutItem action in the state machine’s ASL:

JSON
    "DynamoDB PutItem": {
      "Type": "Task",
      "Resource": "arn:aws:states:::dynamodb:putItem",
      "Arguments": {
        "TableName": "REDACTED",
        "Item": {
          "make": {
            "S": "{% $make %}"
          },
          "yearOfManufacture": {
            "N": "{% $yearOfManufacture%}"
          },
          "engineCapacity": {
            "N": "{% $engineCapacity %}"
          },
          "co2Emissions": {
            "N": "{% $co2Emissions%}"
          },
          "fuelType": {
            "S": "{% $fuelType %}"
          },
          "markedForExport": {
            "BOOL": "{% $markedForExport %}"
          },
          "colour": {
            "S": "{% $colour %}"
          }
        }
      }

Finally, DynamoDB:PutAction gets the same error handling as Lambda:Invoke.

So I got all this working first time, right? Well…

DynamoDB Issues

During my first attempts, I got this error:

An error occurred while executing the state 'DynamoDB PutItem'.

The Parameters '{"TableName":"REDACTED","Item":{"make":{"S":"FORD"},"yearOfManufacture":{"N":2014}}}' could not be used to start the Task:

[The value for the field 'N' must be a STRING]

Ok. Not the first time I’ve seen data type problems. I’ll just change the yearOfManufacture data type to "S"(string) and try again…

An error occurred while executing the state 'DynamoDB PutItem'.

The Parameters '{"TableName":"REDACTED","Item":{"make":{"S":"FORD"},"yearOfManufacture":{"S":2014}}}' could not be used to start the Task:

[The value for the field 'S' must be a STRING]

DynamoDB rejected both approaches (╯°□°)╯︵ ┻━┻

The issue wasn’t the data type, but how it was formatted. DynamoDB treats numbers as strings in its JSON-like structure, so even when using numbers they must be wrapped in quotes.

In the case of yearOfManufacture, where I was providing 2014:

Plaintext
"yearOfManufacture": {"N": 2014}

DynamoDB needed "2014":

Plaintext
"yearOfManufacture": {"N": "2014"}

Thankfully, JSONata came to the rescue again! Remember the $string function from the Lambda section? Well, $string casts the given argument to a string!

So this:

JSON
"yearOfManufacture": "{% $states.result.Payload.body.yearOfManufacture %}"

> 2014

Becomes this:

JSON
"yearOfManufacture": "{% $string($states.result.Payload.body.yearOfManufacture) %}"

> "2014"

This solved the problem with no Lambda function changes or additional states!

Amazon SNS

After successfully writing data to DynamoDB, I want to include a confirmation step by sending a notification through Amazon SNS.

While this approach is not recommended for high-volume use cases because of potential costs and notification fatigue, it can be helpful for testing, monitoring, and debugging. Additionally, it offers an opportunity to reuse variables from previous states and dynamically format a message using JSONata.

The goal is to send an email notification like this:

A 2014 GREY FORD has been added to DynamoDB on (current date and time)

To do this, I’ll use:

  • $yearOfManufacture for the vehicle’s year (2014)
  • $colour for the vehicle’s colour (GREY)
  • $make for the manufacturer (FORD)

Plus the JSONata $now() function for the current date and time. This generates a UTC timestamp in ISO 8601-compatible format and returns it as a string. E.g. "2025-02-25T19:12:59.152Z"

So the code will look something like:

A $yearOfManufacture $colour $make has been added to DynamoDB on $now()

Which translates to this JSONata expression:

Plaintext
{% 'A ' & $yearOfManufacture & ' ' & $colour & ' ' & $make & ' has been added to DynamoDB on ' & $now() %}

Let’s analyse each part of the JSONata expression to understand how it builds the final message:

Plaintext
{%

  'A '
& 
  $yearOfManufacture 
& 
  ' ' 
& 
  $colour 
& 
  ' ' 
& 
  $make 
& 
  ' has been added to DynamoDB on ' 
& 
  $now() 
  
%}"

Each part of this expression plays a specific role:

  • ‘A ‘ | ‘ has been added to DynamoDB on ‘: Static strings & spaces.
  • $yearOfManufacture | $colour | $make: Dynamic values.
  • $now(): JSONata function.
  • ‘ ‘: Static spaces to separate JSONata variable outputs.

The static spaces are important! Without them, I’d get this:

2014GREYFORD

Instead of the expected:

2014 GREY FORD

This JSONata expression is passed as the Message argument in the SNS:Publish action, ensuring the notification contains the correctly formatted message:

JSON
"Message": "{% 'A ' & $yearOfManufacture & ' ' & $colour & ' ' & $make & ' has been added to DynamoDB on ' & $now() %}"

Finally, to integrate this with Step Functions it is included in the SNS Publish: Success task ASL:

JSON
"SNS Publish: Success": {
    "Type": "Task",
    "Resource": "arn:aws:states:::sns:publish",
    "Arguments": {
      "Message": "{% 'A ' & $yearOfManufacture & ' ' & $colour & ' ' & $make & ' has been added to DynamoDB on ' & $now() %}",
      "TopicArn": "arn:aws:sns:REDACTED:success-stepfunction"
}

Final Workflow

Finally, let’s see what the workflows look like. Here’s the workflow graph:

stepfunctions graph

And here’s the workflow ASL on GitHub.

Testing

In this section, I run some test executions against my simplified Step Functions workflow and check the variables. I’ll test four requests – two valid and two invalid.

Valid Request: Ford

Firstly, what happens when a valid API request is made and everything works as expected?

The Step Functions execution succeeds:

stepfunctions graph testsuccess

Each state completes successfully:

2025 02 26 StateViewSuccess

My DynamoDB table now contains one item:

2025 02 26 DyDBTable1

I receive a confirmation email from SNS:

2025 02 26 SNSSuccessFord

If I send the same request again, the existing DynamoDB item is overwritten because the primary key remains the same.

Valid Request: Audi

Next, what happens if I make a valid request for a different car? The steps repeat as above, and my DynamoDB table now has two items:

2025 02 26 DyDBTable2

And I get a different email:

2025 02 26 SNSSuccessAudi

Invalid Request

Next, what happens if the car in my request doesn’t exist? Well, it does fail, but in an unexpected way:

stepfunctions graphfail

The API returns an error response:

JSON
"Payload": {
      "statusCode": 500,
      "body": "{\"error\": \"API request failed: 400 Client Error: Bad Request for url"}"
    }

I’d expected the response to be passed to the Choice state, which would then notice the 500 status code and start the Fail process. But this happened instead:

2025 02 26 StateViewFail

The failure occurs at the assignment of the Lambda action variable! It attempts to assign a yearOfManufacture value from the API response body to a variable, but since there is no response body the assignment fails:

JSON
{
  "cause": "An error occurred while executing the state 'Lambda Invoke' (entered at the event id #2). The JSONata expression '$states.result.Payload.body.yearOfManufacture ' specified for the field 'Assign/yearOfManufacture ' returned nothing (undefined).",
  "error": "States.QueryEvaluationError",
  "location": "Assign/registrationNumber",
  "state": "Lambda Invoke"
}

I also get an email, but this one is less fancy as it just dumps the whole output:

2025 02 26 SNSFail

So I still get my Fail outcome – just not in the expected way. Despite this, the Choice state remains valuable for preventing invalid data from entering DynamoDB.

No Request

Finally, what happens if no data is passed to the state machine at all?

Actually, this situation is very similar to the invalid request! There’s a different error message in the log:

JSON
"Payload": {
      "statusCode": 400,
      "body": "{\"error\": \"Registration number not provided\"}"
    }

But otherwise it’s the same events and outcome. The Lambda variable assignment fails, triggering an SNS email and an ExecutionFailed result.

Cost Analysis

This section examines the costs of my simplified Step Functions variables workflow. This section is brief since all services used in this workflow fall within the AWS Free Tier! For transparency, I’ll include my billing metrics for the month. These are account-wide, and I’m still nowhere near paying AWS anything!

DynamoDB:

$0.1415 per million read request units (EU (Ireland))30.5 ReadRequestUnits
$0.705 per million write request units (EU (Ireland))13 WriteRequestUnits

Lambda:

AWS Lambda – Compute Free Tier – 400,000 GB-Seconds – EU (Ireland)76.219 Second
AWS Lambda – Requests Free Tier – 1,000,000 Requests – EU (Ireland)110 Request

SNS:

First 1,000 Amazon SNS Email/Email-JSON Notifications per month are free19 Notifications
First 1,000,000 Amazon SNS API Requests per month are free289 Requests

Step Functions:

$0 for first 4,000 state transitions431 StateTransitions

This experiment demonstrates how cost-effective Step Functions can be. As long as my usage remains within the Free Tier, I pay nothing! If my workflow grows, I’ll monitor costs and optimise accordingly.

Summary

In this post, I used AWS Step Functions variables and JSONata to create a simplified API data capture workflow with Lambda and DynamoDB.

With a background in SQL and Python, I’m no stranger to variables, and I love that they’re now a native part of Step Functions. AWS keeps enhancing Step Functions every few months, making it more powerful and versatile. The introduction of variables unlocks new possibilities for data manipulation, serverless applications and event-driven workflows, and I’m excited to explore them further in the coming months!

For a visual walkthrough of Step Functions variables and JSONata, check out this Serverless Office Hours episode with AWS Principal Developer Advocates Eric Johnson and Julian Wood:

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Thanks for reading ~~^~~