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Fix TypeError when merging categorical dates #16986

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1 change: 1 addition & 0 deletions doc/source/whatsnew/v0.21.0.txt
Original file line number Diff line number Diff line change
Expand Up @@ -225,6 +225,7 @@ Sparse
Reshaping
^^^^^^^^^
- Joining/Merging with a non unique ``PeriodIndex`` raised a TypeError (:issue:`16871`)
- Merging with categorical date columns raised a TypeError (:issue:`16900`)
- Bug when using :func:`isin` on a large object series and large comparison array (:issue:`16012`)
- Fixes regression from 0.20, :func:`Series.aggregate` and :func:`DataFrame.aggregate` allow dictionaries as return values again (:issue:`16741`)

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13 changes: 9 additions & 4 deletions pandas/core/reshape/merge.py
Original file line number Diff line number Diff line change
Expand Up @@ -877,7 +877,7 @@ def _get_merge_keys(self):
return left_keys, right_keys, join_names

def _maybe_coerce_merge_keys(self):
# we have valid mergee's but we may have to further
# we have valid mergees but we may have to further
# coerce these if they are originally incompatible types
#
# for example if these are categorical, but are not dtype_equal
Expand All @@ -894,6 +894,7 @@ def _maybe_coerce_merge_keys(self):
if is_categorical_dtype(lk) and is_categorical_dtype(rk):
if lk.is_dtype_equal(rk):
continue

elif is_categorical_dtype(lk) or is_categorical_dtype(rk):
pass

Expand All @@ -904,7 +905,7 @@ def _maybe_coerce_merge_keys(self):
# kinds to proceed, eg. int64 and int8
# further if we are object, but we infer to
# the same, then proceed
if (is_numeric_dtype(lk) and is_numeric_dtype(rk)):
if is_numeric_dtype(lk) and is_numeric_dtype(rk):
if lk.dtype.kind == rk.dtype.kind:
continue

Expand All @@ -915,11 +916,15 @@ def _maybe_coerce_merge_keys(self):
# Houston, we have a problem!
# let's coerce to object
if name in self.left.columns:
cat = is_categorical_dtype(lk)
typ = lk.categories.dtype if cat else object
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I think you can do this above L898, e.g. something like

lk_to = object
rk_to = object
....
# L898
           elif is_categorical_dtype(lk) or is_categorical_dtype(rk):
               if is_categorical_dtype(lk):
                    lk_to = lk.categories.dtype
               if is_categorycal_dtype(rk):
                    rk_to = rk.categories.dtype

then use lk_to and rk_to where you used typ

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Not in that elif block, but it could be done in the one above:

            if is_categorical_dtype(lk) and is_categorical_dtype(rk):
                if lk.is_dtype_equal(rk):
                    continue

                lk_to = lk.categories.dtype
                rk_to = rk.categories.dtype

but that doesn't seem cleaner to me - if we spread the lk_to/rk_to logic all over the method, then we make it much more difficult to debug compared with having all of the coercion logic in the block at the bottom where the coercion happens.

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ok, pls add an instructive comment block here explaining what is going on.

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Done + minor tweaks to avoid calling is_categorical_dtype repeatedly.

self.left = self.left.assign(
**{name: self.left[name].astype(object)})
**{name: self.left[name].astype(typ)})
if name in self.right.columns:
cat = is_categorical_dtype(rk)
typ = rk.categories.dtype if cat else object
self.right = self.right.assign(
**{name: self.right[name].astype(object)})
**{name: self.right[name].astype(typ)})

def _validate_specification(self):
# Hm, any way to make this logic less complicated??
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36 changes: 35 additions & 1 deletion pandas/tests/reshape/test_merge.py
Original file line number Diff line number Diff line change
@@ -1,7 +1,7 @@
# pylint: disable=E1103

import pytest
from datetime import datetime
from datetime import datetime, date
from numpy.random import randn
from numpy import nan
import numpy as np
Expand Down Expand Up @@ -1515,6 +1515,40 @@ def test_self_join_multiple_categories(self):

assert_frame_equal(result, df)

def test_dtype_on_categorical_dates(self):
# GH 16900
# dates should not be coerced to ints

df = pd.DataFrame(
[[date(2001, 1, 1), 1.1],
[date(2001, 1, 2), 1.3]],
columns=['date', 'num2']
)
df['date'] = df['date'].astype('category')

df2 = pd.DataFrame(
[[date(2001, 1, 1), 1.3],
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need testing on inner as well

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Done

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use parametrize instead of duplicating code here

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if you can do this

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this has been updated as per your previous comment:

construct the expected result and use tm.assert_frame_equal for both examples

did you want it changed to use parametrize instead?

[date(2001, 1, 3), 1.4]],
columns=['date', 'num4']
)
df2['date'] = df2['date'].astype('category')

expected_outer = pd.DataFrame([
[pd.Timestamp('2001-01-01'), 1.1, 1.3],
[pd.Timestamp('2001-01-02'), 1.3, np.nan],
[pd.Timestamp('2001-01-03'), np.nan, 1.4]],
columns=['date', 'num2', 'num4']
)
result_outer = pd.merge(df, df2, how='outer', on=['date'])
assert_frame_equal(result_outer, expected_outer)

expected_inner = pd.DataFrame(
[[pd.Timestamp('2001-01-01'), 1.1, 1.3]],
columns=['date', 'num2', 'num4']
)
result_inner = pd.merge(df, df2, how='inner', on=['date'])
assert_frame_equal(result_inner, expected_inner)


@pytest.fixture
def left_df():
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