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spaCy/website/docs/api/entityruler.md
Connor Brinton 657af5f91f
🏷 Add Mypy check to CI and ignore all existing Mypy errors (#9167) 
* 🚨 Ignore all existing Mypy errors

* 🏗 Add Mypy check to CI

* Add types-mock and types-requests as dev requirements

* Add additional type ignore directives

* Add types packages to dev-only list in reqs test

* Add types-dataclasses for python 3.6

* Add ignore to pretrain

* 🏷 Improve type annotation on `run_command` helper

The `run_command` helper previously declared that it returned an
`Optional[subprocess.CompletedProcess]`, but it isn't actually possible
for the function to return `None`. These changes modify the type
annotation of the `run_command` helper and remove all now-unnecessary
`# type: ignore` directives.

* 🔧 Allow variable type redefinition in limited contexts

These changes modify how Mypy is configured to allow variables to have
their type automatically redefined under certain conditions. The Mypy
documentation contains the following example:

```python
def process(items: List[str]) -> None:
    # 'items' has type List[str]
    items = [item.split() for item in items]
    # 'items' now has type List[List[str]]
    ...
```

This configuration change is especially helpful in reducing the number
of `# type: ignore` directives needed to handle the common pattern of:
* Accepting a filepath as a string
* Overwriting the variable using `filepath = ensure_path(filepath)`

These changes enable redefinition and remove all `# type: ignore`
directives rendered redundant by this change.

* 🏷 Add type annotation to converters mapping

* 🚨 Fix Mypy error in convert CLI argument verification

* 🏷 Improve type annotation on `resolve_dot_names` helper

* 🏷 Add type annotations for `Vocab` attributes `strings` and `vectors`

* 🏷 Add type annotations for more `Vocab` attributes

* 🏷 Add loose type annotation for gold data compilation

* 🏷 Improve `_format_labels` type annotation

* 🏷 Fix `get_lang_class` type annotation

* 🏷 Loosen return type of `Language.evaluate`

* 🏷 Don't accept `Scorer` in `handle_scores_per_type`

* 🏷 Add `string_to_list` overloads

* 🏷 Fix non-Optional command-line options

* 🙈 Ignore redefinition of `wandb_logger` in `loggers.py`

* ➕ Install `typing_extensions` in Python 3.8+

The `typing_extensions` package states that it should be used when
"writing code that must be compatible with multiple Python versions".
Since SpaCy needs to support multiple Python versions, it should be used
when newer `typing` module members are required. One example of this is
`Literal`, which is available starting with Python 3.8.

Previously SpaCy tried to import `Literal` from `typing`, falling back
to `typing_extensions` if the import failed. However, Mypy doesn't seem
to be able to understand what `Literal` means when the initial import
means. Therefore, these changes modify how `compat` imports `Literal` by
always importing it from `typing_extensions`.

These changes also modify how `typing_extensions` is installed, so that
it is a requirement for all Python versions, including those greater
than or equal to 3.8.

* 🏷 Improve type annotation for `Language.pipe`

These changes add a missing overload variant to the type signature of
`Language.pipe`. Additionally, the type signature is enhanced to allow
type checkers to differentiate between the two overload variants based
on the `as_tuple` parameter.

Fixes #8772

* ➖ Don't install `typing-extensions` in Python 3.8+

After more detailed analysis of how to implement Python version-specific
type annotations using SpaCy, it has been determined that by branching
on a comparison against `sys.version_info` can be statically analyzed by
Mypy well enough to enable us to conditionally use
`typing_extensions.Literal`. This means that we no longer need to
install `typing_extensions` for Python versions greater than or equal to
3.8! 🎉

These changes revert previous changes installing `typing-extensions`
regardless of Python version and modify how we import the `Literal` type
to ensure that Mypy treats it properly.

* resolve mypy errors for Strict pydantic types

* refactor code to avoid missing return statement

* fix types of convert CLI command

* avoid list-set confustion in debug_data

* fix typo and formatting

* small fixes to avoid type ignores

* fix types in profile CLI command and make it more efficient

* type fixes in projects CLI

* put one ignore back

* type fixes for render

* fix render types - the sequel

* fix BaseDefault in language definitions

* fix type of noun_chunks iterator - yields tuple instead of span

* fix types in language-specific modules

* 🏷 Expand accepted inputs of `get_string_id`

`get_string_id` accepts either a string (in which case it returns its 
ID) or an ID (in which case it immediately returns the ID). These 
changes extend the type annotation of `get_string_id` to indicate that 
it can accept either strings or IDs.

* 🏷 Handle override types in `combine_score_weights`

The `combine_score_weights` function allows users to pass an `overrides` 
mapping to override data extracted from the `weights` argument. Since it 
allows `Optional` dictionary values, the return value may also include 
`Optional` dictionary values.

These changes update the type annotations for `combine_score_weights` to 
reflect this fact.

* 🏷 Fix tokenizer serialization method signatures in `DummyTokenizer`

* 🏷 Fix redefinition of `wandb_logger`

These changes fix the redefinition of `wandb_logger` by giving a 
separate name to each `WandbLogger` version. For 
backwards-compatibility, `spacy.train` still exports `wandb_logger_v3` 
as `wandb_logger` for now.

* more fixes for typing in language

* type fixes in model definitions

* 🏷 Annotate `_RandomWords.probs` as `NDArray`

* 🏷 Annotate `tok2vec` layers to help Mypy

* 🐛 Fix `_RandomWords.probs` type annotations for Python 3.6

Also remove an import that I forgot to move to the top of the module 😅

* more fixes for matchers and other pipeline components

* quick fix for entity linker

* fixing types for spancat, textcat, etc

* bugfix for tok2vec

* type annotations for scorer

* add runtime_checkable for Protocol

* type and import fixes in tests

* mypy fixes for training utilities

* few fixes in util

* fix import

* 🐵 Remove unused `# type: ignore` directives

* 🏷 Annotate `Language._components`

* 🏷 Annotate `spacy.pipeline.Pipe`

* add doc as property to span.pyi

* small fixes and cleanup

* explicit type annotations instead of via comment

Co-authored-by: Adriane Boyd <adrianeboyd@gmail.com>
Co-authored-by: svlandeg <sofie.vanlandeghem@gmail.com>
Co-authored-by: svlandeg <svlandeg@github.com>
2021-10-14 15:21:40 +02:00

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---
title: EntityRuler
tag: class
source: spacy/pipeline/entityruler.py
new: 2.1
teaser: 'Pipeline component for rule-based named entity recognition'
api_string_name: entity_ruler
api_trainable: false
---
The entity ruler lets you add spans to the [`Doc.ents`](/api/doc#ents) using
token-based rules or exact phrase matches. It can be combined with the
statistical [`EntityRecognizer`](/api/entityrecognizer) to boost accuracy, or
used on its own to implement a purely rule-based entity recognition system. For
usage examples, see the docs on
[rule-based entity recognition](/usage/rule-based-matching#entityruler).
## Assigned Attributes {#assigned-attributes}
This component assigns predictions basically the same way as the
[`EntityRecognizer`](/api/entityrecognizer).
Predictions can be accessed under `Doc.ents` as a tuple. Each label will also be
reflected in each underlying token, where it is saved in the `Token.ent_type`
and `Token.ent_iob` fields. Note that by definition each token can only have one
label.
When setting `Doc.ents` to create training data, all the spans must be valid and
non-overlapping, or an error will be thrown.
| Location | Value |
| ----------------- | ----------------------------------------------------------------- |
| `Doc.ents` | The annotated spans. ~~Tuple[Span]~~ |
| `Token.ent_iob` | An enum encoding of the IOB part of the named entity tag. ~~int~~ |
| `Token.ent_iob_` | The IOB part of the named entity tag. ~~str~~ |
| `Token.ent_type` | The label part of the named entity tag (hash). ~~int~~ |
| `Token.ent_type_` | The label part of the named entity tag. ~~str~~ |
## Config and implementation {#config}
The default config is defined by the pipeline component factory and describes
how the component should be configured. You can override its settings via the
`config` argument on [`nlp.add_pipe`](/api/language#add_pipe) or in your
[`config.cfg` for training](/usage/training#config).
> #### Example
>
> ```python
> config = {
> "phrase_matcher_attr": None,
> "validate": True,
> "overwrite_ents": False,
> "ent_id_sep": "||",
> }
> nlp.add_pipe("entity_ruler", config=config)
> ```
| Setting | Description |
| --------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `phrase_matcher_attr` | Optional attribute name match on for the internal [`PhraseMatcher`](/api/phrasematcher), e.g. `LOWER` to match on the lowercase token text. Defaults to `None`. ~~Optional[Union[int, str]]~~ |
| `validate` | Whether patterns should be validated (passed to the `Matcher` and `PhraseMatcher`). Defaults to `False`. ~~bool~~ |
| `overwrite_ents` | If existing entities are present, e.g. entities added by the model, overwrite them by matches if necessary. Defaults to `False`. ~~bool~~ |
| `ent_id_sep` | Separator used internally for entity IDs. Defaults to `"\|\|"`. ~~str~~ |
```python
%%GITHUB_SPACY/spacy/pipeline/entityruler.py
```
## EntityRuler.\_\_init\_\_ {#init tag="method"}
Initialize the entity ruler. If patterns are supplied here, they need to be a
list of dictionaries with a `"label"` and `"pattern"` key. A pattern can either
be a token pattern (list) or a phrase pattern (string). For example:
`{"label": "ORG", "pattern": "Apple"}`.
> #### Example
>
> ```python
> # Construction via add_pipe
> ruler = nlp.add_pipe("entity_ruler")
>
> # Construction from class
> from spacy.pipeline import EntityRuler
> ruler = EntityRuler(nlp, overwrite_ents=True)
> ```
| Name | Description |
| --------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `nlp` | The shared nlp object to pass the vocab to the matchers and process phrase patterns. ~~Language~~ |
| `name` <Tag variant="new">3</Tag> | Instance name of the current pipeline component. Typically passed in automatically from the factory when the component is added. Used to disable the current entity ruler while creating phrase patterns with the nlp object. ~~str~~ |
| _keyword-only_ | |
| `phrase_matcher_attr` | Optional attribute name match on for the internal [`PhraseMatcher`](/api/phrasematcher), e.g. `LOWER` to match on the lowercase token text. Defaults to `None`. ~~Optional[Union[int, str]]~~ |
| `validate` | Whether patterns should be validated, passed to Matcher and PhraseMatcher as `validate`. Defaults to `False`. ~~bool~~ |
| `overwrite_ents` | If existing entities are present, e.g. entities added by the model, overwrite them by matches if necessary. Defaults to `False`. ~~bool~~ |
| `ent_id_sep` | Separator used internally for entity IDs. Defaults to `"\|\|"`. ~~str~~ |
| `patterns` | Optional patterns to load in on initialization. ~~Optional[List[Dict[str, Union[str, List[dict]]]]]~~ |
## EntityRuler.initialize {#initialize tag="method" new="3"}
Initialize the component with data and used before training to load in rules
from a file. This method is typically called by
[`Language.initialize`](/api/language#initialize) and lets you customize
arguments it receives via the
[`[initialize.components]`](/api/data-formats#config-initialize) block in the
config.
> #### Example
>
> ```python
> entity_ruler = nlp.add_pipe("entity_ruler")
> entity_ruler.initialize(lambda: [], nlp=nlp, patterns=patterns)
> ```
>
> ```ini
> ### config.cfg
> [initialize.components.entity_ruler]
>
> [initialize.components.entity_ruler.patterns]
> @readers = "srsly.read_jsonl.v1"
> path = "corpus/entity_ruler_patterns.jsonl
> ```
| Name | Description |
| -------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `get_examples` | Function that returns gold-standard annotations in the form of [`Example`](/api/example) objects. Not used by the `EntityRuler`. ~~Callable[[], Iterable[Example]]~~ |
| _keyword-only_ | |
| `nlp` | The current `nlp` object. Defaults to `None`. ~~Optional[Language]~~ |
| `patterns` | The list of patterns. Defaults to `None`. ~~Optional[Sequence[Dict[str, Union[str, List[Dict[str, Any]]]]]]~~ |
## EntityRuler.\_\len\_\_ {#len tag="method"}
The number of all patterns added to the entity ruler.
> #### Example
>
> ```python
> ruler = nlp.add_pipe("entity_ruler")
> assert len(ruler) == 0
> ruler.add_patterns([{"label": "ORG", "pattern": "Apple"}])
> assert len(ruler) == 1
> ```
| Name | Description |
| ----------- | ------------------------------- |
| **RETURNS** | The number of patterns. ~~int~~ |
## EntityRuler.\_\_contains\_\_ {#contains tag="method"}
Whether a label is present in the patterns.
> #### Example
>
> ```python
> ruler = nlp.add_pipe("entity_ruler")
> ruler.add_patterns([{"label": "ORG", "pattern": "Apple"}])
> assert "ORG" in ruler
> assert not "PERSON" in ruler
> ```
| Name | Description |
| ----------- | ----------------------------------------------------- |
| `label` | The label to check. ~~str~~ |
| **RETURNS** | Whether the entity ruler contains the label. ~~bool~~ |
## EntityRuler.\_\_call\_\_ {#call tag="method"}
Find matches in the `Doc` and add them to the `doc.ents`. Typically, this
happens automatically after the component has been added to the pipeline using
[`nlp.add_pipe`](/api/language#add_pipe). If the entity ruler was initialized
with `overwrite_ents=True`, existing entities will be replaced if they overlap
with the matches. When matches overlap in a Doc, the entity ruler prioritizes
longer patterns over shorter, and if equal the match occuring first in the Doc
is chosen.
> #### Example
>
> ```python
> ruler = nlp.add_pipe("entity_ruler")
> ruler.add_patterns([{"label": "ORG", "pattern": "Apple"}])
>
> doc = nlp("A text about Apple.")
> ents = [(ent.text, ent.label_) for ent in doc.ents]
> assert ents == [("Apple", "ORG")]
> ```
| Name | Description |
| ----------- | -------------------------------------------------------------------- |
| `doc` | The `Doc` object to process, e.g. the `Doc` in the pipeline. ~~Doc~~ |
| **RETURNS** | The modified `Doc` with added entities, if available. ~~Doc~~ |
## EntityRuler.add_patterns {#add_patterns tag="method"}
Add patterns to the entity ruler. A pattern can either be a token pattern (list
of dicts) or a phrase pattern (string). For more details, see the usage guide on
[rule-based matching](/usage/rule-based-matching).
> #### Example
>
> ```python
> patterns = [
> {"label": "ORG", "pattern": "Apple"},
> {"label": "GPE", "pattern": [{"lower": "san"}, {"lower": "francisco"}]}
> ]
> ruler = nlp.add_pipe("entity_ruler")
> ruler.add_patterns(patterns)
> ```
| Name | Description |
| ---------- | ---------------------------------------------------------------- |
| `patterns` | The patterns to add. ~~List[Dict[str, Union[str, List[dict]]]]~~ |
## EntityRuler.to_disk {#to_disk tag="method"}
Save the entity ruler patterns to a directory. The patterns will be saved as
newline-delimited JSON (JSONL). If a file with the suffix `.jsonl` is provided,
only the patterns are saved as JSONL. If a directory name is provided, a
`patterns.jsonl` and `cfg` file with the component configuration is exported.
> #### Example
>
> ```python
> ruler = nlp.add_pipe("entity_ruler")
> ruler.to_disk("/path/to/patterns.jsonl") # saves patterns only
> ruler.to_disk("/path/to/entity_ruler") # saves patterns and config
> ```
| Name | Description |
| ------ | -------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `path` | A path to a JSONL file or directory, which will be created if it doesn't exist. Paths may be either strings or `Path`-like objects. ~~Union[str, Path]~~ |
## EntityRuler.from_disk {#from_disk tag="method"}
Load the entity ruler from a path. Expects either a file containing
newline-delimited JSON (JSONL) with one entry per line, or a directory
containing a `patterns.jsonl` file and a `cfg` file with the component
configuration.
> #### Example
>
> ```python
> ruler = nlp.add_pipe("entity_ruler")
> ruler.from_disk("/path/to/patterns.jsonl") # loads patterns only
> ruler.from_disk("/path/to/entity_ruler") # loads patterns and config
> ```
| Name | Description |
| ----------- | ------------------------------------------------------------------------------------------------------------- |
| `path` | A path to a JSONL file or directory. Paths may be either strings or `Path`-like objects. ~~Union[str, Path]~~ |
| **RETURNS** | The modified `EntityRuler` object. ~~EntityRuler~~ |
## EntityRuler.to_bytes {#to_bytes tag="method"}
Serialize the entity ruler patterns to a bytestring.
> #### Example
>
> ```python
> ruler = nlp.add_pipe("entity_ruler")
> ruler_bytes = ruler.to_bytes()
> ```
| Name | Description |
| ----------- | ---------------------------------- |
| **RETURNS** | The serialized patterns. ~~bytes~~ |
## EntityRuler.from_bytes {#from_bytes tag="method"}
Load the pipe from a bytestring. Modifies the object in place and returns it.
> #### Example
>
> ```python
> ruler_bytes = ruler.to_bytes()
> ruler = nlp.add_pipe("enity_ruler")
> ruler.from_bytes(ruler_bytes)
> ```
| Name | Description |
| ------------ | -------------------------------------------------- |
| `bytes_data` | The bytestring to load. ~~bytes~~ |
| **RETURNS** | The modified `EntityRuler` object. ~~EntityRuler~~ |
## EntityRuler.labels {#labels tag="property"}
All labels present in the match patterns.
| Name | Description |
| ----------- | -------------------------------------- |
| **RETURNS** | The string labels. ~~Tuple[str, ...]~~ |
## EntityRuler.ent_ids {#ent_ids tag="property" new="2.2.2"}
All entity IDs present in the `id` properties of the match patterns.
| Name | Description |
| ----------- | ----------------------------------- |
| **RETURNS** | The string IDs. ~~Tuple[str, ...]~~ |
## EntityRuler.patterns {#patterns tag="property"}
Get all patterns that were added to the entity ruler.
| Name | Description |
| ----------- | ---------------------------------------------------------------------------------------- |
| **RETURNS** | The original patterns, one dictionary per pattern. ~~List[Dict[str, Union[str, dict]]]~~ |
## Attributes {#attributes}
| Name | Description |
| ----------------- | --------------------------------------------------------------------------------------------------------------------- |
| `matcher` | The underlying matcher used to process token patterns. ~~Matcher~~ |
| `phrase_matcher` | The underlying phrase matcher used to process phrase patterns. ~~PhraseMatcher~~ |
| `token_patterns` | The token patterns present in the entity ruler, keyed by label. ~~Dict[str, List[Dict[str, Union[str, List[dict]]]]~~ |
| `phrase_patterns` | The phrase patterns present in the entity ruler, keyed by label. ~~Dict[str, List[Doc]]~~ |
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