test_api.py

import re

import numpy as np
import pytest

from pandas.compat import PY311

from pandas import (
    Categorical,
    CategoricalIndex,
    DataFrame,
    Index,
    Series,
    StringDtype,
)
import pandas._testing as tm
from pandas.core.arrays.categorical import recode_for_categories


class TestCategoricalAPI:
    def test_ordered_api(self):
        # GH 9347
        cat1 = Categorical(list("acb"), ordered=False)
        tm.assert_index_equal(cat1.categories, Index(["a", "b", "c"]))
        assert not cat1.ordered

        cat2 = Categorical(list("acb"), categories=list("bca"), ordered=False)
        tm.assert_index_equal(cat2.categories, Index(["b", "c", "a"]))
        assert not cat2.ordered

        cat3 = Categorical(list("acb"), ordered=True)
        tm.assert_index_equal(cat3.categories, Index(["a", "b", "c"]))
        assert cat3.ordered

        cat4 = Categorical(list("acb"), categories=list("bca"), ordered=True)
        tm.assert_index_equal(cat4.categories, Index(["b", "c", "a"]))
        assert cat4.ordered

    def test_set_ordered(self):
        msg = (
            "The `inplace` parameter in pandas.Categorical.set_ordered is "
            "deprecated and will be removed in a future version. setting "
            "ordered-ness on categories will always return a new Categorical object"
        )
        cat = Categorical(["a", "b", "c", "a"], ordered=True)
        cat2 = cat.as_unordered()
        assert not cat2.ordered
        cat2 = cat.as_ordered()
        assert cat2.ordered
        with tm.assert_produces_warning(FutureWarning, match=msg):
            cat2.as_unordered(inplace=True)
        assert not cat2.ordered
        with tm.assert_produces_warning(FutureWarning, match=msg):
            cat2.as_ordered(inplace=True)
        assert cat2.ordered

        assert cat2.set_ordered(True).ordered
        assert not cat2.set_ordered(False).ordered
        with tm.assert_produces_warning(FutureWarning, match=msg):
            cat2.set_ordered(True, inplace=True)
        assert cat2.ordered
        with tm.assert_produces_warning(FutureWarning, match=msg):
            cat2.set_ordered(False, inplace=True)
        assert not cat2.ordered

        # removed in 0.19.0
        msg = (
            "property 'ordered' of 'Categorical' object has no setter"
            if PY311
            else "can't set attribute"
        )
        with pytest.raises(AttributeError, match=msg):
            cat.ordered = True
        with pytest.raises(AttributeError, match=msg):
            cat.ordered = False

    def test_rename_categories(self):
        cat = Categorical(["a", "b", "c", "a"])

        # inplace=False: the old one must not be changed
        res = cat.rename_categories([1, 2, 3])
        tm.assert_numpy_array_equal(
            res.__array__(), np.array([1, 2, 3, 1], dtype=np.int64)
        )
        tm.assert_index_equal(res.categories, Index([1, 2, 3]))

        exp_cat = np.array(["a", "b", "c", "a"], dtype=np.object_)
        tm.assert_numpy_array_equal(cat.__array__(), exp_cat)

        exp_cat = Index(["a", "b", "c"])
        tm.assert_index_equal(cat.categories, exp_cat)

        # GH18862 (let rename_categories take callables)
        result = cat.rename_categories(lambda x: x.upper())
        expected = Categorical(["A", "B", "C", "A"])
        tm.assert_categorical_equal(result, expected)

        # and now inplace
        with tm.assert_produces_warning(FutureWarning):
            # issue #37643 inplace kwarg deprecated
            res = cat.rename_categories([1, 2, 3], inplace=True)

        assert res is None
        tm.assert_numpy_array_equal(
            cat.__array__(), np.array([1, 2, 3, 1], dtype=np.int64)
        )
        tm.assert_index_equal(cat.categories, Index([1, 2, 3]))

    @pytest.mark.parametrize("new_categories", [[1, 2, 3, 4], [1, 2]])
    def test_rename_categories_wrong_length_raises(self, new_categories):
        cat = Categorical(["a", "b", "c", "a"])
        msg = (
            "new categories need to have the same number of items as the "
            "old categories!"
        )
        with pytest.raises(ValueError, match=msg):
            cat.rename_categories(new_categories)

    def test_rename_categories_series(self):
        # https://github.com/pandas-dev/pandas/issues/17981
        c = Categorical(["a", "b"])
        result = c.rename_categories(Series([0, 1], index=["a", "b"]))
        expected = Categorical([0, 1])
        tm.assert_categorical_equal(result, expected)

    def test_rename_categories_dict(self):
        # GH 17336
        cat = Categorical(["a", "b", "c", "d"])
        res = cat.rename_categories({"a": 4, "b": 3, "c": 2, "d": 1})
        expected = Index([4, 3, 2, 1])
        tm.assert_index_equal(res.categories, expected)

        # Test for inplace
        with tm.assert_produces_warning(FutureWarning):
            # issue #37643 inplace kwarg deprecated
            res = cat.rename_categories({"a": 4, "b": 3, "c": 2, "d": 1}, inplace=True)

        assert res is None
        tm.assert_index_equal(cat.categories, expected)

        # Test for dicts of smaller length
        cat = Categorical(["a", "b", "c", "d"])
        res = cat.rename_categories({"a": 1, "c": 3})

        expected = Index([1, "b", 3, "d"])
        tm.assert_index_equal(res.categories, expected)

        # Test for dicts with bigger length
        cat = Categorical(["a", "b", "c", "d"])
        res = cat.rename_categories({"a": 1, "b": 2, "c": 3, "d": 4, "e": 5, "f": 6})
        expected = Index([1, 2, 3, 4])
        tm.assert_index_equal(res.categories, expected)

        # Test for dicts with no items from old categories
        cat = Categorical(["a", "b", "c", "d"])
        res = cat.rename_categories({"f": 1, "g": 3})

        expected = Index(["a", "b", "c", "d"])
        tm.assert_index_equal(res.categories, expected)

    def test_reorder_categories(self):
        cat = Categorical(["a", "b", "c", "a"], ordered=True)
        old = cat.copy()
        new = Categorical(
            ["a", "b", "c", "a"], categories=["c", "b", "a"], ordered=True
        )

        # first inplace == False
        res = cat.reorder_categories(["c", "b", "a"])
        # cat must be the same as before
        tm.assert_categorical_equal(cat, old)
        # only res is changed
        tm.assert_categorical_equal(res, new)

        # inplace == True
        with tm.assert_produces_warning(FutureWarning):
            # issue #37643 inplace kwarg deprecated
            res = cat.reorder_categories(["c", "b", "a"], inplace=True)

        assert res is None
        tm.assert_categorical_equal(cat, new)

    @pytest.mark.parametrize(
        "new_categories",
        [
            ["a"],  # not all "old" included in "new"
            ["a", "b", "d"],  # still not all "old" in "new"
            ["a", "b", "c", "d"],  # all "old" included in "new", but too long
        ],
    )
    def test_reorder_categories_raises(self, new_categories):
        cat = Categorical(["a", "b", "c", "a"], ordered=True)
        msg = "items in new_categories are not the same as in old categories"
        with pytest.raises(ValueError, match=msg):
            cat.reorder_categories(new_categories)

    def test_add_categories(self):
        cat = Categorical(["a", "b", "c", "a"], ordered=True)
        old = cat.copy()
        new = Categorical(
            ["a", "b", "c", "a"], categories=["a", "b", "c", "d"], ordered=True
        )

        # first inplace == False
        res = cat.add_categories("d")
        tm.assert_categorical_equal(cat, old)
        tm.assert_categorical_equal(res, new)

        res = cat.add_categories(["d"])
        tm.assert_categorical_equal(cat, old)
        tm.assert_categorical_equal(res, new)

        # inplace == True
        with tm.assert_produces_warning(FutureWarning):
            # issue #37643 inplace kwarg deprecated
            res = cat.add_categories("d", inplace=True)

        tm.assert_categorical_equal(cat, new)
        assert res is None

        # GH 9927
        cat = Categorical(list("abc"), ordered=True)
        expected = Categorical(list("abc"), categories=list("abcde"), ordered=True)
        # test with Series, np.array, index, list
        res = cat.add_categories(Series(["d", "e"]))
        tm.assert_categorical_equal(res, expected)
        res = cat.add_categories(np.array(["d", "e"]))
        tm.assert_categorical_equal(res, expected)
        res = cat.add_categories(Index(["d", "e"]))
        tm.assert_categorical_equal(res, expected)
        res = cat.add_categories(["d", "e"])
        tm.assert_categorical_equal(res, expected)

    def test_add_categories_existing_raises(self):
        # new is in old categories
        cat = Categorical(["a", "b", "c", "d"], ordered=True)
        msg = re.escape("new categories must not include old categories: {'d'}")
        with pytest.raises(ValueError, match=msg):
            cat.add_categories(["d"])

    def test_add_categories_losing_dtype_information(self):
        # GH#48812
        cat = Categorical(Series([1, 2], dtype="Int64"))
        ser = Series([4], dtype="Int64")
        result = cat.add_categories(ser)
        expected = Categorical(
            Series([1, 2], dtype="Int64"), categories=Series([1, 2, 4], dtype="Int64")
        )
        tm.assert_categorical_equal(result, expected)

        cat = Categorical(Series(["a", "b", "a"], dtype=StringDtype()))
        ser = Series(["d"], dtype=StringDtype())
        result = cat.add_categories(ser)
        expected = Categorical(
            Series(["a", "b", "a"], dtype=StringDtype()),
            categories=Series(["a", "b", "d"], dtype=StringDtype()),
        )
        tm.assert_categorical_equal(result, expected)

    def test_set_categories(self):
        cat = Categorical(["a", "b", "c", "a"], ordered=True)
        exp_categories = Index(["c", "b", "a"])
        exp_values = np.array(["a", "b", "c", "a"], dtype=np.object_)

        with tm.assert_produces_warning(FutureWarning):
            # issue #37643 inplace kwarg deprecated
            res = cat.set_categories(["c", "b", "a"], inplace=True)

        tm.assert_index_equal(cat.categories, exp_categories)
        tm.assert_numpy_array_equal(cat.__array__(), exp_values)
        assert res is None

        res = cat.set_categories(["a", "b", "c"])
        # cat must be the same as before
        tm.assert_index_equal(cat.categories, exp_categories)
        tm.assert_numpy_array_equal(cat.__array__(), exp_values)
        # only res is changed
        exp_categories_back = Index(["a", "b", "c"])
        tm.assert_index_equal(res.categories, exp_categories_back)
        tm.assert_numpy_array_equal(res.__array__(), exp_values)

        # not all "old" included in "new" -> all not included ones are now
        # np.nan
        cat = Categorical(["a", "b", "c", "a"], ordered=True)
        res = cat.set_categories(["a"])
        tm.assert_numpy_array_equal(res.codes, np.array([0, -1, -1, 0], dtype=np.int8))

        # still not all "old" in "new"
        res = cat.set_categories(["a", "b", "d"])
        tm.assert_numpy_array_equal(res.codes, np.array([0, 1, -1, 0], dtype=np.int8))
        tm.assert_index_equal(res.categories, Index(["a", "b", "d"]))

        # all "old" included in "new"
        cat = cat.set_categories(["a", "b", "c", "d"])
        exp_categories = Index(["a", "b", "c", "d"])
        tm.assert_index_equal(cat.categories, exp_categories)

        # internals...
        c = Categorical([1, 2, 3, 4, 1], categories=[1, 2, 3, 4], ordered=True)
        tm.assert_numpy_array_equal(c._codes, np.array([0, 1, 2, 3, 0], dtype=np.int8))
        tm.assert_index_equal(c.categories, Index([1, 2, 3, 4]))

        exp = np.array([1, 2, 3, 4, 1], dtype=np.int64)
        tm.assert_numpy_array_equal(np.asarray(c), exp)

        # all "pointers" to '4' must be changed from 3 to 0,...
        c = c.set_categories([4, 3, 2, 1])

        # positions are changed
        tm.assert_numpy_array_equal(c._codes, np.array([3, 2, 1, 0, 3], dtype=np.int8))

        # categories are now in new order
        tm.assert_index_equal(c.categories, Index([4, 3, 2, 1]))

        # output is the same
        exp = np.array([1, 2, 3, 4, 1], dtype=np.int64)
        tm.assert_numpy_array_equal(np.asarray(c), exp)
        assert c.min() == 4
        assert c.max() == 1

        # set_categories should set the ordering if specified
        c2 = c.set_categories([4, 3, 2, 1], ordered=False)
        assert not c2.ordered

        tm.assert_numpy_array_equal(np.asarray(c), np.asarray(c2))

        # set_categories should pass thru the ordering
        c2 = c.set_ordered(False).set_categories([4, 3, 2, 1])
        assert not c2.ordered

        tm.assert_numpy_array_equal(np.asarray(c), np.asarray(c2))

    def test_to_dense_deprecated(self):
        cat = Categorical(["a", "b", "c", "a"], ordered=True)

        with tm.assert_produces_warning(FutureWarning):
            cat.to_dense()

    @pytest.mark.parametrize(
        "values, categories, new_categories",
        [
            # No NaNs, same cats, same order
            (["a", "b", "a"], ["a", "b"], ["a", "b"]),
            # No NaNs, same cats, different order
            (["a", "b", "a"], ["a", "b"], ["b", "a"]),
            # Same, unsorted
            (["b", "a", "a"], ["a", "b"], ["a", "b"]),
            # No NaNs, same cats, different order
            (["b", "a", "a"], ["a", "b"], ["b", "a"]),
            # NaNs
            (["a", "b", "c"], ["a", "b"], ["a", "b"]),
            (["a", "b", "c"], ["a", "b"], ["b", "a"]),
            (["b", "a", "c"], ["a", "b"], ["a", "b"]),
            (["b", "a", "c"], ["a", "b"], ["a", "b"]),
            # Introduce NaNs
            (["a", "b", "c"], ["a", "b"], ["a"]),
            (["a", "b", "c"], ["a", "b"], ["b"]),
            (["b", "a", "c"], ["a", "b"], ["a"]),
            (["b", "a", "c"], ["a", "b"], ["a"]),
            # No overlap
            (["a", "b", "c"], ["a", "b"], ["d", "e"]),
        ],
    )
    @pytest.mark.parametrize("ordered", [True, False])
    def test_set_categories_many(self, values, categories, new_categories, ordered):
        c = Categorical(values, categories)
        expected = Categorical(values, new_categories, ordered)
        result = c.set_categories(new_categories, ordered=ordered)
        tm.assert_categorical_equal(result, expected)

    def test_set_categories_rename_less(self):
        # GH 24675
        cat = Categorical(["A", "B"])
        result = cat.set_categories(["A"], rename=True)
        expected = Categorical(["A", np.nan])
        tm.assert_categorical_equal(result, expected)

    def test_set_categories_private(self):
        cat = Categorical(["a", "b", "c"], categories=["a", "b", "c", "d"])
        cat._set_categories(["a", "c", "d", "e"])
        expected = Categorical(["a", "c", "d"], categories=list("acde"))
        tm.assert_categorical_equal(cat, expected)

        # fastpath
        cat = Categorical(["a", "b", "c"], categories=["a", "b", "c", "d"])
        cat._set_categories(["a", "c", "d", "e"], fastpath=True)
        expected = Categorical(["a", "c", "d"], categories=list("acde"))
        tm.assert_categorical_equal(cat, expected)

    def test_remove_categories(self):
        cat = Categorical(["a", "b", "c", "a"], ordered=True)
        old = cat.copy()
        new = Categorical(["a", "b", np.nan, "a"], categories=["a", "b"], ordered=True)

        # first inplace == False
        res = cat.remove_categories("c")
        tm.assert_categorical_equal(cat, old)
        tm.assert_categorical_equal(res, new)

        res = cat.remove_categories(["c"])
        tm.assert_categorical_equal(cat, old)
        tm.assert_categorical_equal(res, new)

        # inplace == True
        with tm.assert_produces_warning(FutureWarning):
            # issue #37643 inplace kwarg deprecated
            res = cat.remove_categories("c", inplace=True)

        tm.assert_categorical_equal(cat, new)
        assert res is None

    @pytest.mark.parametrize("removals", [["c"], ["c", np.nan], "c", ["c", "c"]])
    def test_remove_categories_raises(self, removals):
        cat = Categorical(["a", "b", "a"])
        message = re.escape("removals must all be in old categories: {'c'}")

        with pytest.raises(ValueError, match=message):
            cat.remove_categories(removals)

    def test_remove_unused_categories(self):
        c = Categorical(["a", "b", "c", "d", "a"], categories=["a", "b", "c", "d", "e"])
        exp_categories_all = Index(["a", "b", "c", "d", "e"])
        exp_categories_dropped = Index(["a", "b", "c", "d"])

        tm.assert_index_equal(c.categories, exp_categories_all)

        res = c.remove_unused_categories()
        tm.assert_index_equal(res.categories, exp_categories_dropped)
        tm.assert_index_equal(c.categories, exp_categories_all)

        with tm.assert_produces_warning(FutureWarning):
            # issue #37643 inplace kwarg deprecated
            res = c.remove_unused_categories(inplace=True)

        tm.assert_index_equal(c.categories, exp_categories_dropped)
        assert res is None

        # with NaN values (GH11599)
        c = Categorical(["a", "b", "c", np.nan], categories=["a", "b", "c", "d", "e"])
        res = c.remove_unused_categories()
        tm.assert_index_equal(res.categories, Index(np.array(["a", "b", "c"])))
        exp_codes = np.array([0, 1, 2, -1], dtype=np.int8)
        tm.assert_numpy_array_equal(res.codes, exp_codes)
        tm.assert_index_equal(c.categories, exp_categories_all)

        val = ["F", np.nan, "D", "B", "D", "F", np.nan]
        cat = Categorical(values=val, categories=list("ABCDEFG"))
        out = cat.remove_unused_categories()
        tm.assert_index_equal(out.categories, Index(["B", "D", "F"]))
        exp_codes = np.array([2, -1, 1, 0, 1, 2, -1], dtype=np.int8)
        tm.assert_numpy_array_equal(out.codes, exp_codes)
        assert out.tolist() == val

        alpha = list("abcdefghijklmnopqrstuvwxyz")
        val = np.random.choice(alpha[::2], 10000).astype("object")
        val[np.random.choice(len(val), 100)] = np.nan

        cat = Categorical(values=val, categories=alpha)
        out = cat.remove_unused_categories()
        assert out.tolist() == val.tolist()


class TestCategoricalAPIWithFactor:
    def test_describe(self, factor):
        # string type
        desc = factor.describe()
        assert factor.ordered
        exp_index = CategoricalIndex(
            ["a", "b", "c"], name="categories", ordered=factor.ordered
        )
        expected = DataFrame(
            {"counts": [3, 2, 3], "freqs": [3 / 8.0, 2 / 8.0, 3 / 8.0]}, index=exp_index
        )
        tm.assert_frame_equal(desc, expected)

        # check unused categories
        cat = factor.copy()

        with tm.assert_produces_warning(FutureWarning):
            # issue #37643 inplace kwarg deprecated
            cat.set_categories(["a", "b", "c", "d"], inplace=True)

        desc = cat.describe()

        exp_index = CategoricalIndex(
            list("abcd"), ordered=factor.ordered, name="categories"
        )
        expected = DataFrame(
            {"counts": [3, 2, 3, 0], "freqs": [3 / 8.0, 2 / 8.0, 3 / 8.0, 0]},
            index=exp_index,
        )
        tm.assert_frame_equal(desc, expected)

        # check an integer one
        cat = Categorical([1, 2, 3, 1, 2, 3, 3, 2, 1, 1, 1])
        desc = cat.describe()
        exp_index = CategoricalIndex([1, 2, 3], ordered=cat.ordered, name="categories")
        expected = DataFrame(
            {"counts": [5, 3, 3], "freqs": [5 / 11.0, 3 / 11.0, 3 / 11.0]},
            index=exp_index,
        )
        tm.assert_frame_equal(desc, expected)

        # https://github.com/pandas-dev/pandas/issues/3678
        # describe should work with NaN
        cat = Categorical([np.nan, 1, 2, 2])
        desc = cat.describe()
        expected = DataFrame(
            {"counts": [1, 2, 1], "freqs": [1 / 4.0, 2 / 4.0, 1 / 4.0]},
            index=CategoricalIndex(
                [1, 2, np.nan], categories=[1, 2], name="categories"
            ),
        )
        tm.assert_frame_equal(desc, expected)

    def test_set_categories_inplace(self, factor):
        cat = factor.copy()

        with tm.assert_produces_warning(FutureWarning):
            # issue #37643 inplace kwarg deprecated
            cat.set_categories(["a", "b", "c", "d"], inplace=True)

        tm.assert_index_equal(cat.categories, Index(["a", "b", "c", "d"]))

    def test_codes_setter_deprecated(self):
        cat = Categorical([1, 2, 3, 1, 2, 3, 3, 2, 1, 1, 1])
        new_codes = cat._codes + 1
        with tm.assert_produces_warning(FutureWarning):
            # GH#40606
            cat._codes = new_codes

        assert cat._codes is new_codes


class TestPrivateCategoricalAPI:
    def test_codes_immutable(self):

        # Codes should be read only
        c = Categorical(["a", "b", "c", "a", np.nan])
        exp = np.array([0, 1, 2, 0, -1], dtype="int8")
        tm.assert_numpy_array_equal(c.codes, exp)

        # Assignments to codes should raise
        msg = (
            "property 'codes' of 'Categorical' object has no setter"
            if PY311
            else "can't set attribute"
        )
        with pytest.raises(AttributeError, match=msg):
            c.codes = np.array([0, 1, 2, 0, 1], dtype="int8")

        # changes in the codes array should raise
        codes = c.codes

        with pytest.raises(ValueError, match="assignment destination is read-only"):
            codes[4] = 1

        # But even after getting the codes, the original array should still be
        # writeable!
        c[4] = "a"
        exp = np.array([0, 1, 2, 0, 0], dtype="int8")
        tm.assert_numpy_array_equal(c.codes, exp)
        c._codes[4] = 2
        exp = np.array([0, 1, 2, 0, 2], dtype="int8")
        tm.assert_numpy_array_equal(c.codes, exp)

    @pytest.mark.parametrize(
        "codes, old, new, expected",
        [
            ([0, 1], ["a", "b"], ["a", "b"], [0, 1]),
            ([0, 1], ["b", "a"], ["b", "a"], [0, 1]),
            ([0, 1], ["a", "b"], ["b", "a"], [1, 0]),
            ([0, 1], ["b", "a"], ["a", "b"], [1, 0]),
            ([0, 1, 0, 1], ["a", "b"], ["a", "b", "c"], [0, 1, 0, 1]),
            ([0, 1, 2, 2], ["a", "b", "c"], ["a", "b"], [0, 1, -1, -1]),
            ([0, 1, -1], ["a", "b", "c"], ["a", "b", "c"], [0, 1, -1]),
            ([0, 1, -1], ["a", "b", "c"], ["b"], [-1, 0, -1]),
            ([0, 1, -1], ["a", "b", "c"], ["d"], [-1, -1, -1]),
            ([0, 1, -1], ["a", "b", "c"], [], [-1, -1, -1]),
            ([-1, -1], [], ["a", "b"], [-1, -1]),
            ([1, 0], ["b", "a"], ["a", "b"], [0, 1]),
        ],
    )
    def test_recode_to_categories(self, codes, old, new, expected):
        codes = np.asanyarray(codes, dtype=np.int8)
        expected = np.asanyarray(expected, dtype=np.int8)
        old = Index(old)
        new = Index(new)
        result = recode_for_categories(codes, old, new)
        tm.assert_numpy_array_equal(result, expected)

    def test_recode_to_categories_large(self):
        N = 1000
        codes = np.arange(N)
        old = Index(codes)
        expected = np.arange(N - 1, -1, -1, dtype=np.int16)
        new = Index(expected)
        result = recode_for_categories(codes, old, new)
        tm.assert_numpy_array_equal(result, expected)