Instance Resource Design Patterns

Guide for designing Instance resources that configure and execute Definition plugins.

When to Use

Apply when:

• Creating configured dataset/signal/model instances
• Designing composition patterns (Pipeline + Store + Accessor)
• Implementing scheduling and freshness tracking
• Pairing Flow Execution Resources with Instances
• Building special cases like BacktestInstance (no definition)

Core Concept: Configured Usage

Instances reference Definitions and provide runtime configuration:

Instance = Configured Usage
├── definition_resource_id    # Which Definition to use
├── definition_version_id     # Pinned version (optional)
├── config_json               # Runtime configuration
├── schedule_json             # Cron/refresh schedule
├── upstream_refs             # Connected upstream resources
└── flow_execution_handles    # Prefect deployments, MLflow experiments

Instance ↔ Flow Pairing

Critical Concept: When an Instance is created, Flow Execution Resources are also created.

Flow Execution Resources are static Prefect deployments (or equivalent orchestration handles) that are:

• Created when Instance is created
• Paired 1:1 or 1:N with Instance (some Instances have multiple flows)
• Stored as handles in the Instance extension table
• The "execution capability" vs Runs which are "execution activities"

DatasetInstance creation:
├── Create Resource record
├── Create extension table record
├── Create Prefect deployment for refresh flow
└── Store deployment_id in instance.prefect_deployment_id

See references/flow-pairing.md.

Instance Types

DatasetInstance

SignalInstance

ExperimentInstance

ModelInstance

PortfolioOptimizerInstance

BacktestInstance

Multi-Flow Instances

Some Instance types have multiple Flow Execution Resources:

ModelInstance:
├── training_flow       → TrainingRun activities
├── inference_flow      → InferenceRun activities
└── monitoring_flow     → MonitoringRun activities

Instance Extension Table:
├── prefect_training_deployment_id
├── prefect_inference_deployment_id
├── prefect_monitoring_deployment_id
├── mlflow_experiment_id        (training tracking)
├── mlflow_registered_model_name (after promotion)
└── evidently_project_id        (monitoring dashboard)

Lineage is Flow-to-Flow

Dependencies track flow statuses, not instance relationships:

DatasetInstance.refresh_flow
        ↓ depends on
UpstreamDataset.refresh_flow status = READY

Lineage checking uses

check_upstream_freshness()

Status Aggregation

Instance status aggregates from its Flow(s):

# Single-flow Instance (DatasetInstance)
instance.status = flow.status

# Multi-flow Instance (ModelInstance)
instance.status = aggregate([
    training_flow.status,
    inference_flow.status,
    monitoring_flow.status,
])
# Uses min-severity: READY only if ALL flows are READY

Definition specifies the

status_aggregation_contract

{
    "status_aggregation_contract": {
        "aggregation_method": "min_severity",
        "status_priority": ["ERROR", "STALE", "RUNNING", "READY"]
    }
}

Composition Pattern

DatasetInstance composes multiple definitions:

DatasetInstance
├── pipeline_instance_id  → PipelineInstance → PipelineDef
├── store_instance_id     → StoreInstance → StoreDef
└── accessor_instance_id  → AccessorInstance → AccessorDef

See references/composition.md.

Config Structure

instance_metadata = {
    "definition_resource_id": "uuid",
    "definition_version_id": "uuid (optional)",

    "config_json": {
        "symbols": ["AAPL", "MSFT", "GOOGL"],
        "start_date": "2020-01-01",
        "lookback_days": 252
    },

    "schedule_json": {
        "type": "cron",
        "expression": "0 6 * * 1-5",
        "timezone": "America/New_York"
    },

    "upstream_refs": [
        {"resource_id": "uuid", "role": "input"},
        {"resource_id": "uuid", "role": "covariance"}
    ]
}

Special Case: BacktestInstance

BacktestInstance has no Definition - the backtest procedure is fixed:

backtest_instance = {
    "type": "BacktestInstance",
    "name": "Q1_2024_Backtest",
    "metadata_json": {
        # No definition_resource_id

        "assets_json": {
            "universe": ["SPY", "QQQ", "IWM"],
            "benchmark": "SPY"
        },

        "signals_json": {
            "primary": "uuid-of-signal-instance",
            "secondary": ["uuid-1", "uuid-2"]
        },

        "date_range_json": {
            "start": "2024-01-01",
            "end": "2024-03-31"
        },

        "config_json": {
            "rebalance_frequency": "daily",
            "transaction_costs": 0.001,
            "slippage_model": "linear"
        }
    }
}

Implementation Checklist

1. Reference parent Definition via

   definition_resource_id

2. Pin version if reproducibility needed (

   definition_version_id

   )
3. Design

   config_json

   matching Definition's

   parameters_schema

4. Track

   upstream_refs

   for lineage
5. Add freshness tracking fields if scheduled
6. Create extension table in

   libs/db/models/

7. Create Flow Execution Resources on Instance creation
   • Create Prefect deployment(s) for each flow type
   • Store deployment IDs in extension table
   • Register with external systems (MLflow, EvidentlyAI)
8. Implement status aggregation if multi-flow Instance
9. Set up real-time subscriptions via Centrifugo

Reference Files

• Composition - Dataset composition pattern
• Examples - Complete Instance examples
• Scheduling - Schedule configuration
• Flow Pairing - Flow Execution Resource pairing