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Added draft chapter to typing spec for enumerations.
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erictraut committed Jan 18, 2024
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308 changes: 308 additions & 0 deletions docs/spec/enums.rst
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Enumerations
============

Introduction
------------

The ``Enum`` class behaves differently from other Python classes in several
ways that require special-case handling in type checkers. This section discusses
the Enum behaviors that should be supported by type checkers and others which
may be supported optionally. It is recommended that library and type stub
authors avoid using optional behaviors because these may not be supported
by some type checkers.


Enum Definition
---------------

Enum classes can be defined using a "class syntax" or a "function syntax".
The function syntax offers several ways to specify enum members: names passed
as individual arguments, a list of names, a tuple of names, or a string of
comma-delimited names, or a string of space-delimited names.

Type checkers should support the class syntax, but the function syntax (in
is various forms) is optional::

class Color1(Enum): # Supported
RED = 1
GREEN = 2
BLUE = 3

Color2 = Enum('Color2', 'RED', 'GREEN', 'BLUE') # Optional
Color3 = Enum('Color3', ['RED', 'GREEN', 'BLUE']) # Optional
Color4 = Enum('Color4', ('RED', 'GREEN', 'BLUE')) # Optional
Color5 = Enum('Color5', 'RED, GREEN, BLUE') # Optional
Color6 = Enum('Color6', 'RED GREEN BLUE') # Optional

If a type checker supports the functional syntax, it should enforce name
consistency. That is, if the type is assigned to a variable, the name of
the variable must match the name of the enum class::

WrongName = Enum('Color', 'RED GREEN BLUE') # Type checker error


Enum Behaviors
--------------

Enum classes are iterable and indexable, and they can be called with a value
to look up the enum member with that value. Type checkers should support these
behaviors::

class Color(Enum):
RED = 1
GREEN = 2
BLUE = 3

for color in Color:
reveal_type(color) # Revealed type is 'Color'

reveal_type(Color["RED"]) # Revealed type is 'Literal[Color.RED]' (or 'Color')
reveal_type(Color(3)) # Revealed type is 'Literal[Color.BLUE]' (or 'Color')

Calling an enum class does not invoke its constructor, as is normal
in most Python classes. The defined ``__new__`` method of an enum class is
replaced with a custom implementation that performs a value-based lookup of
an enum member.

Enum members are immutable. Type checkers should generate an error if an enum
member is modified or deleted because these attempts will result in runtime
errors::

Color.RED = 5 # Type checker error
del Color.RED # Type checker error

An Enum class with one or more defined members cannot be subclassed. They are
implicitly "final". Type checkers should enforce this::

class EnumWithNoMembers(Enum):
pass

class Shape(EnumWithNoMembers): # OK (because no members are defined)
SQUARE = 1
CIRCLE = 2

class ExtendedShape(Shape): # Type checker error: Shape is implicitly final
TRIANGLE = 3


Members and Non-Member Attributes
---------------------------------

When using the "class syntax", enum classes can define both members and
non-member attributes. The ``EnumType`` metaclass applies a set of rules to
distinguish between members and non-members. Type checkers should honor
the most common of these rules. The lesser-used rules are optional. Some
of these rules may be impossible to evaluate and enforce statically in cases
where dynamic values are used.

* If an attribute is defined in the class body with a type annotation but
with no assigned value, a type checker should assume this is a non-member
attribute::

class Pet(Enum):
genus: str # Non-member attribute
species: str # Non-member attribute

CAT = 1 # Member attribute
DOG = 2 # Member attribute

Within a type stub, members can be defined using the actual runtime values,
or a placeholder of ``...`` can be used::

class Pet(Enum):
genus: str # Non-member attribute
species: str # Non-member attribute

CAT = ... # Member attribute
DOG = ... # Member attribute

* Members defined within an enum class should not include explicit type
annotations. Type checkers should infer a literal type for all members.
A type checker should report an error if a type annotation is used
for an enum member because this type will be incorrect and misleading
to readers of the code::

class Pet(Enum):
CAT = 1 # OK
DOG: int = 2 # Type checker error

reveal_type(Pet.CAT) # Revealed type is Literal[Pet.CAT]
reveal_type(Pet.DOG) # Revealed type is Literal[Pet.DOG]

* Methods, callables, and descriptors (including properties) that are defined
in the class are are not treated as enum members by the ``EnumType`` metaclass
and should likewise not be treated as enum members by a type checker::

def identity(__x): return __x

class Pet(Enum):
CAT = 1 # Member attribute
DOG = 2 # Member attribute
converter = lambda __x: str(__x) # Non-member attribute
identity = identity # Non-member attribute

@property
def species(self) -> str: # Non-member property
return "mammal"
def speak(self) -> None: # Non-member method
print("meow" if self is Pet.CAT else "woof")


* If using Python 3.11 or newer, the ``enum.member`` and ``enum.nonmember``
classes can be used to unambiguously distinguish members from non-members.
Type checkers should support these classes.

class Example(Enum):
a = member(1) # Member attribute
b = nonmember(2) # Non-member attribute

@member
def c(self) -> None: # Member method
pass

reveal_type(Example.a) # Revealed type is Literal[Example.a]
reveal_type(Example.b) # Revealed type is int
reveal_type(Example.c) # Revealed type is Literal[Example.c]


* An enum class can define a class symbol named ``_ignore_``. This can be a list
of names or a string containing a space-delimited list of names that are
excluded from the list of members at runtime. Type checkers may support this
mechanism.

class Pet(Enum):
CAT = 1 # Member attribute
DOG = 2 # Non-member attribute
FISH = 3 # Non-member attribute
_ignore_ = "DOG FISH"

reveal_type(Pet.CAT) # Revealed type is Literal[Pet.CAT]
reveal_type(Pet.DOG) # Revealed type is int (if _ignore_ is supported)
reveal_type(Pet.FISH) # Revealed type is int (if _ignore_ is supported)


Member Names
------------

All enum member objects have an attribute ``_name_`` that contains the member's
name. They also have a property ``name`` that returns the same name. Type
checkers may infer a literal type for the name of a member::

class Color(Enum):
RED = 1
GREEN = 2
BLUE = 3

reveal_type(Color.RED._name_) # Revealed type is Literal["RED"] (or str)
reveal_type(Color.RED.name) # Revealed type is Literal["RED"] (or str)

def func1(red_or_blue: Literal[Color.RED, Color.BLUE]):
reveal_type(red_or_blue.name) # Revealed type is Literal["RED", "BLUE"] (or str)

def func2(any_color: Color):
reveal_type(any_color.name) # Revealed type is Literal["RED", "BLUE", "GREEN"] (or str)


Member Values
-------------

All enum member objects have an attribute ``_value_`` that contains the member's
value. They also have a property ``value`` that returns the same value. Type
checkers may infer the type of a member's value::

class Color(Enum):
RED = 1
GREEN = 2
BLUE = 3

reveal_type(Color.RED._value_) # Revealed type is Literal[1] (or int or object or Any)
reveal_type(Color.RED.value) # Revealed type is Literal[1] (or int or object or Any)

def func1(red_or_blue: Literal[Color.RED, Color.BLUE]):
reveal_type(red_or_blue.value) # Revealed type is Literal[1, 2] (or int or object or Any)

def func2(any_color: Color):
reveal_type(any_color.value) # Revealed type is Literal[1, 2, 3] (or int or object or Any)


The value of ``_value_`` can be assigned in a constructor method. This technique
is sometimes used to initialize both the member value and non-member attributes.
If the value assigned in the class body is a tuple, the unpacked tuple value is
passed to the constructor. Type checkers may validate consistency between assigned
tuple values and the constructor signature.

class Planet(Enum):
def __init__(self, value: int, mass: float, radius: float):
self._value_ = value
self.mass = mass
self.radius = radius

MERCURY = (1, 3.303e+23, 2.4397e6)
VENUS = (2, 4.869e+24, 6.0518e6)
EARTH = (3, 5.976e+24, 6.37814e6)
MARS = (6.421e+23, 3.3972e6) # Type checker error (optional)
JUPITER = 5 # Type checker error (optional)

reveal_type(Planet.MERCURY.value) # Revealed type is Literal[1] (or int or object or Any)


The class ``enum.auto`` and method ``_generate_next_value_`` can be used within
an enum class to automatically generate values for enum members. Type checkers
may support these to infer literal types for member values::

class Color(Enum):
RED = auto()
GREEN = auto()
BLUE = auto()

reveal_type(Color.RED.value) # Revealed type is Literal[1] (or int or object or Any)


If an enum class provides an explicit type annotation for ``_value_``, type
checkers should enforce this declared type when values are assigned to
``_value__`::

class Color(Enum):
_value_: int
RED = 1 # OK
GREEN = "green" # Type error

class Planet(Enum):
_value_: str

def __init__(self, value: int, mass: float, radius: float):
self._value_ = value # Type error

MERCURY = (1, 3.303e+23, 2.4397e6)


Enum Literal Expansion
----------------------

From the perspective of the type system, an enum class is equivalent to the union
of the literal members within that enum. Because of this equivalency, the
two types may be used interchangeably. Type checkers may therefore expand
an enum type into a union of literal values during type narrowing and
exhaustion detection::

class Color(Enum):
RED = 1
GREEN = 2
BLUE = 3
def print_color1(c: Color):
if c is Color.RED or c is Color.BLUE:
print("red or blue")
else:
reveal_type(c) # Revealed type is Literal[Color.GREEN]

def print_color2(c: Color):
match c:
case Color.RED | Color.BLUE:
print("red or blue")
case Color.GREEN:
print("green")
case _:
reveal_type(c) # Revealed type is Never
1 change: 1 addition & 0 deletions docs/spec/index.rst
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Expand Up @@ -20,6 +20,7 @@ Specification for the Python type system
overload
dataclasses
typeddict
enums
narrowing
directives
distributing
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