Repository: pandas-dev/pandas (python)

Issue:
BUG: `DataFrame.pivot` fails with `pyarrow` backend if variable is already encoded as `dictionary`
### Pandas version checks

- [X] I have checked that this issue has not already been reported.

- [X] I have confirmed this bug exists on the [latest version](https://pandas.pydata.org/docs/whatsnew/index.html) of pandas.

- [X] I have confirmed this bug exists on the [main branch](https://pandas.pydata.org/docs/dev/getting_started/install.html#installing-the-development-version-of-pandas) of pandas.


### Reproducible Example

```python
import pandas as pd

df = (
    pd.DataFrame([("A", 1), ("B", 2), ("C", 3)], columns=["var", "val"])
    .astype({"var": "string", "val": "float32"})
    .astype({"var": "category", "val": "float32"})
)

# write and reload as parquet with pyarrow backend
df.to_parquet("demo.parquet")
df = pd.read_parquet("demo.parquet", dtype_backend="pyarrow")
print(df.dtypes)  # var is now dictionary[int32,string]

df.pivot(columns=["var"], values=["val"])  # ✘ ArrowNotImplementedError
```


### Issue Description

This bug is caused by https://github.com/apache/arrow/issues/34890: currently, pyarrow's `dictionary_encode` is not idempotent, i.e. it fails with `ArrowNotImplementedError` instead of returning the data as-is if the array is already of dictionary type.

So, either one waits until it is fixed upstream by pyarrow, or an additional check needs to be added to test whether the series is already of dictionary data type.

### Expected Behavior

Pivot should work with categorical data when using the pyarrow backend. 

### Installed Versions

<details>

INSTALLED VERSIONS
------------------
commit           : 37ea63d540fd27274cad6585082c91b1283f963d
python           : 3.11.3.final.0
python-bits      : 64
OS               : Linux
OS-release       : 5.19.0-41-generic
Version          : #42~22.04.1-Ubuntu SMP PREEMPT_DYNAMIC Tue Apr 18 17:40:00 UTC 2
machine          : x86_64
processor        : x86_64
byteorder        : little
LC_ALL           : None
LANG             : en_US.UTF-8
LOCALE           : en_US.UTF-8

pandas           : 2.0.1
numpy            : 1.23.5
pytz             : 2023.3
dateutil         : 2.8.2
setuptools       : 67.7.2
pip              : 23.1.2
Cython           : 0.29.34
pytest           : 7.3.1
hypothesis       : None
sphinx           : 7.0.0
blosc            : None
feather          : None
xlsxwriter       : None
lxml.etree       : 4.9.2
html5lib         : None
pymysql          : 1.0.3
psycopg2         : None
jinja2           : 3.1.2
IPython          : 8.13.1
pandas_datareader: None
bs4              : 4.12.2
bottleneck       : None
brotli           : None
fastparquet      : 2023.4.0
fsspec           : 2023.4.0
gcsfs            : None
matplotlib       : 3.7.1
numba            : 0.57.0rc1
numexpr          : 2.8.4
odfpy            : None
openpyxl         : 3.1.2
pandas_gbq       : None
pyarrow          : 11.0.0
pyreadstat       : None
pyxlsb           : None
s3fs             : None
scipy            : 1.10.1
snappy           : None
sqlalchemy       : 1.4.48
tables           : 3.8.0
tabulate         : 0.9.0
xarray           : 2023.4.2
xlrd             : None
zstandard        : None
tzdata           : 2023.3
qtpy             : None
pyqt5            : None

</details>


Pull request:
BUG: Fix pyarrow categoricals not working for pivot and multiindex
- [X] closes #53051
- [x] [Tests added and passed](https://pandas.pydata.org/pandas-docs/dev/development/contributing_codebase.html#writing-tests) if fixing a bug or adding a new feature
- [x] All [code checks passed](https://pandas.pydata.org/pandas-docs/dev/development/contributing_codebase.html#pre-commit).
- [x] Added [type annotations](https://pandas.pydata.org/pandas-docs/dev/development/contributing_codebase.html#type-hints) to new arguments/methods/functions.
- [x] Added an entry in the latest `doc/source/whatsnew/vX.X.X.rst` file if fixing a bug or adding a new feature.

<details>
<summary>Disclaimer</summary>
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

</details>


Patch:
diff --git a/doc/source/whatsnew/v3.0.0.rst b/doc/source/whatsnew/v3.0.0.rst
index 8873f7c1a8..3294af742f 100644
--- a/doc/source/whatsnew/v3.0.0.rst
+++ b/doc/source/whatsnew/v3.0.0.rst
@@ -623,6 +623,7 @@ Performance improvements
 - Performance improvement in :meth:`CategoricalDtype.update_dtype` when ``dtype`` is a :class:`CategoricalDtype` with non ``None`` categories and ordered (:issue:`59647`)
 - Performance improvement in :meth:`DataFrame.__getitem__` when ``key`` is a :class:`DataFrame` with many columns (:issue:`61010`)
 - Performance improvement in :meth:`DataFrame.astype` when converting to extension floating dtypes, e.g. "Float64" (:issue:`60066`)
+- Performance improvement in :meth:`DataFrame.stack` when using ``future_stack=True`` and the DataFrame does not have a :class:`MultiIndex` (:issue:`58391`)
 - Performance improvement in :meth:`DataFrame.where` when ``cond`` is a :class:`DataFrame` with many columns (:issue:`61010`)
 - Performance improvement in :meth:`to_hdf` avoid unnecessary reopenings of the HDF5 file to speedup data addition to files with a very large number of groups . (:issue:`58248`)
 - Performance improvement in ``DataFrameGroupBy.__len__`` and ``SeriesGroupBy.__len__`` (:issue:`57595`)
@@ -638,6 +639,7 @@ Bug fixes
 Categorical
 ^^^^^^^^^^^
 - Bug in :func:`Series.apply` where ``nan`` was ignored for :class:`CategoricalDtype` (:issue:`59938`)
+- Bug in :meth:`DataFrame.pivot` and :meth:`DataFrame.set_index` raising an ``ArrowNotImplementedError`` for columns with pyarrow dictionary dtype (:issue:`53051`)
 - Bug in :meth:`Series.convert_dtypes` with ``dtype_backend="pyarrow"`` where empty :class:`CategoricalDtype` :class:`Series` raised an error or got converted to ``null[pyarrow]`` (:issue:`59934`)
 -
 
@@ -650,6 +652,7 @@ Datetimelike
 - Bug in :func:`date_range` where using a negative frequency value would not include all points between the start and end values (:issue:`56147`)
 - Bug in :func:`tseries.api.guess_datetime_format` would fail to infer time format when "%Y" == "%H%M" (:issue:`57452`)
 - Bug in :func:`tseries.frequencies.to_offset` would fail to parse frequency strings starting with "LWOM" (:issue:`59218`)
+- Bug in :meth:`DataFrame.fillna` raising an ``AssertionError`` instead of ``OutOfBoundsDatetime`` when filling a ``datetime64[ns]`` column with an out-of-bounds timestamp. Now correctly raises ``OutOfBoundsDatetime``. (:issue:`61208`)
 - Bug in :meth:`DataFrame.min` and :meth:`DataFrame.max` casting ``datetime64`` and ``timedelta64`` columns to ``float64`` and losing precision (:issue:`60850`)
 - Bug in :meth:`Dataframe.agg` with df with missing values resulting in IndexError (:issue:`58810`)
 - Bug in :meth:`DatetimeIndex.is_year_start` and :meth:`DatetimeIndex.is_quarter_start` does not raise on Custom business days frequencies bigger then "1C" (:issue:`58664`)
diff --git a/pandas/__init__.py b/pandas/__init__.py
index c570fb8d70..5dc6a8c3bc 100644
--- a/pandas/__init__.py
+++ b/pandas/__init__.py
@@ -4,19 +4,17 @@ __docformat__ = "restructuredtext"
 
 # Let users know if they're missing any of our hard dependencies
 _hard_dependencies = ("numpy", "dateutil")
-_missing_dependencies = []
 
 for _dependency in _hard_dependencies:
     try:
         __import__(_dependency)
     except ImportError as _e:  # pragma: no cover
-        _missing_dependencies.append(f"{_dependency}: {_e}")
+        raise ImportError(
+            f"Unable to import required dependency {_dependency}. "
+            "Please see the traceback for details."
+        ) from _e
 
-if _missing_dependencies:  # pragma: no cover
-    raise ImportError(
-        "Unable to import required dependencies:\n" + "\n".join(_missing_dependencies)
-    )
-del _hard_dependencies, _dependency, _missing_dependencies
+del _hard_dependencies, _dependency
 
 try:
     # numpy compat
diff --git a/pandas/core/arrays/categorical.py b/pandas/core/arrays/categorical.py
index e5c5716165..df1aa21e92 100644
--- a/pandas/core/arrays/categorical.py
+++ b/pandas/core/arrays/categorical.py
@@ -452,7 +452,7 @@ class Categorical(NDArrayBackedExtensionArray, PandasObject, ObjectStringArrayMi
                 if isinstance(values, Index):
                     arr = values._data._pa_array.combine_chunks()
                 else:
-                    arr = values._pa_array.combine_chunks()
+                    arr = extract_array(values)._pa_array.combine_chunks()
                 categories = arr.dictionary.to_pandas(types_mapper=ArrowDtype)
                 codes = arr.indices.to_numpy()
                 dtype = CategoricalDtype(categories, values.dtype.pyarrow_dtype.ordered)
diff --git a/pandas/core/internals/blocks.py b/pandas/core/internals/blocks.py
index 98520bf820..6aa5062b8e 100644
--- a/pandas/core/internals/blocks.py
+++ b/pandas/core/internals/blocks.py
@@ -1679,6 +1679,8 @@ class EABackedBlock(Block):
 
         try:
             res_values = arr._where(cond, other).T
+        except OutOfBoundsDatetime:
+            raise
         except (ValueError, TypeError):
             if self.ndim == 1 or self.shape[0] == 1:
                 if isinstance(self.dtype, (IntervalDtype, StringDtype)):
@@ -1746,6 +1748,8 @@ class EABackedBlock(Block):
         try:
             # Caller is responsible for ensuring matching lengths
             values._putmask(mask, new)
+        except OutOfBoundsDatetime:
+            raise
         except (TypeError, ValueError):
             if self.ndim == 1 or self.shape[0] == 1:
                 if isinstance(self.dtype, IntervalDtype):
diff --git a/pandas/core/reshape/reshape.py b/pandas/core/reshape/reshape.py
index c60fe71a7f..d2a838b616 100644
--- a/pandas/core/reshape/reshape.py
+++ b/pandas/core/reshape/reshape.py
@@ -936,7 +936,20 @@ def stack_v3(frame: DataFrame, level: list[int]) -> Series | DataFrame:
         [k for k in range(frame.columns.nlevels - 1, -1, -1) if k not in set_levels]
     )
 
-    result = stack_reshape(frame, level, set_levels, stack_cols)
+    result: Series | DataFrame
+    if not isinstance(frame.columns, MultiIndex):
+        # GH#58817 Fast path when we're stacking the columns of a non-MultiIndex.
+        # When columns are homogeneous EAs, we pass through object
+        # dtype but this is still slightly faster than the normal path.
+        if len(frame.columns) > 0 and frame._is_homogeneous_type:
+            dtype = frame._mgr.blocks[0].dtype
+        else:
+            dtype = None
+        result = frame._constructor_sliced(
+            frame._values.reshape(-1, order="F"), dtype=dtype
+        )
+    else:
+        result = stack_reshape(frame, level, set_levels, stack_cols)
 
     # Construct the correct MultiIndex by combining the frame's index and
     # stacked columns.
@@ -1018,6 +1031,8 @@ def stack_reshape(
     -------
     The data of behind the stacked DataFrame.
     """
+    # non-MultIndex takes a fast path.
+    assert isinstance(frame.columns, MultiIndex)
     # If we need to drop `level` from columns, it needs to be in descending order
     drop_levnums = sorted(level, reverse=True)
 
@@ -1027,18 +1042,14 @@ def stack_reshape(
         if len(frame.columns) == 1:
             data = frame.copy(deep=False)
         else:
-            if not isinstance(frame.columns, MultiIndex) and not isinstance(idx, tuple):
-                # GH#57750 - if the frame is an Index with tuples, .loc below will fail
-                column_indexer = idx
-            else:
-                # Take the data from frame corresponding to this idx value
-                if len(level) == 1:
-                    idx = (idx,)
-                gen = iter(idx)
-                column_indexer = tuple(
-                    next(gen) if k in set_levels else slice(None)
-                    for k in range(frame.columns.nlevels)
-                )
+            # Take the data from frame corresponding to this idx value
+            if len(level) == 1:
+                idx = (idx,)
+            gen = iter(idx)
+            column_indexer = tuple(
+                next(gen) if k in set_levels else slice(None)
+                for k in range(frame.columns.nlevels)
+            )
             data = frame.loc[:, column_indexer]
 
         if len(level) < frame.columns.nlevels:


Test patch:
diff --git a/pandas/tests/extension/base/reshaping.py b/pandas/tests/extension/base/reshaping.py
index 2915c0585f..a760cbc399 100644
--- a/pandas/tests/extension/base/reshaping.py
+++ b/pandas/tests/extension/base/reshaping.py
@@ -3,6 +3,8 @@ import itertools
 import numpy as np
 import pytest
 
+from pandas.core.dtypes.dtypes import NumpyEADtype
+
 import pandas as pd
 import pandas._testing as tm
 from pandas.api.extensions import ExtensionArray
@@ -266,7 +268,13 @@ class BaseReshapingTests:
         expected = expected.astype(object)
 
         if isinstance(expected, pd.Series):
-            assert result.dtype == df.iloc[:, 0].dtype
+            if future_stack and isinstance(data.dtype, NumpyEADtype):
+                # GH#58817 future_stack=True constructs the result specifying the dtype
+                # using the dtype of the input; we thus get the underlying
+                # NumPy dtype as the result instead of the NumpyExtensionArray
+                assert result.dtype == df.iloc[:, 0].to_numpy().dtype
+            else:
+                assert result.dtype == df.iloc[:, 0].dtype
         else:
             assert all(result.dtypes == df.iloc[:, 0].dtype)
 
diff --git a/pandas/tests/frame/methods/test_fillna.py b/pandas/tests/frame/methods/test_fillna.py
index 67d1d45af1..8915d6f205 100644
--- a/pandas/tests/frame/methods/test_fillna.py
+++ b/pandas/tests/frame/methods/test_fillna.py
@@ -1,6 +1,8 @@
 import numpy as np
 import pytest
 
+from pandas.errors import OutOfBoundsDatetime
+
 from pandas import (
     Categorical,
     DataFrame,
@@ -781,3 +783,15 @@ def test_fillna_with_none_object(test_frame, dtype):
     if test_frame:
         expected = expected.to_frame()
     tm.assert_equal(result, expected)
+
+
+def test_fillna_out_of_bounds_datetime():
+    # GH#61208
+    df = DataFrame(
+        {"datetime": date_range("1/1/2011", periods=3, freq="h"), "value": [1, 2, 3]}
+    )
+    df.iloc[0, 0] = None
+
+    msg = "Cannot cast 0001-01-01 00:00:00 to unit='ns' without overflow"
+    with pytest.raises(OutOfBoundsDatetime, match=msg):
+        df.fillna(Timestamp("0001-01-01"))
diff --git a/pandas/tests/reshape/test_pivot.py b/pandas/tests/reshape/test_pivot.py
index 46eee13755..614200ae5b 100644
--- a/pandas/tests/reshape/test_pivot.py
+++ b/pandas/tests/reshape/test_pivot.py
@@ -15,6 +15,7 @@ from pandas.compat.numpy import np_version_gte1p25
 
 import pandas as pd
 from pandas import (
+    ArrowDtype,
     Categorical,
     DataFrame,
     Grouper,
@@ -2851,3 +2852,31 @@ class TestPivot:
             ),
         )
         tm.assert_frame_equal(result, expected)
+
+    @pytest.mark.filterwarnings("ignore:Passing a BlockManager:DeprecationWarning")
+    def test_pivot_with_pyarrow_categorical(self):
+        # GH#53051
+        pa = pytest.importorskip("pyarrow")
+
+        df = DataFrame(
+            {"string_column": ["A", "B", "C"], "number_column": [1, 2, 3]}
+        ).astype(
+            {
+                "string_column": ArrowDtype(pa.dictionary(pa.int32(), pa.string())),
+                "number_column": "float[pyarrow]",
+            }
+        )
+
+        df = df.pivot(columns=["string_column"], values=["number_column"])
+
+        multi_index = MultiIndex.from_arrays(
+            [["number_column", "number_column", "number_column"], ["A", "B", "C"]],
+            names=(None, "string_column"),
+        )
+        df_expected = DataFrame(
+            [[1.0, np.nan, np.nan], [np.nan, 2.0, np.nan], [np.nan, np.nan, 3.0]],
+            columns=multi_index,
+        )
+        tm.assert_frame_equal(
+            df, df_expected, check_dtype=False, check_column_type=False
+        )
diff --git a/pandas/tests/test_downstream.py b/pandas/tests/test_downstream.py
index 76fad35304..6282aecdfe 100644
--- a/pandas/tests/test_downstream.py
+++ b/pandas/tests/test_downstream.py
@@ -4,6 +4,7 @@ Testing that we work in the downstream packages
 
 import array
 from functools import partial
+import importlib
 import subprocess
 import sys
 
@@ -186,41 +187,21 @@ def test_yaml_dump(df):
     tm.assert_frame_equal(df, loaded2)
 
 
-@pytest.mark.single_cpu
-def test_missing_required_dependency():
-    # GH 23868
-    # To ensure proper isolation, we pass these flags
-    # -S : disable site-packages
-    # -s : disable user site-packages
-    # -E : disable PYTHON* env vars, especially PYTHONPATH
-    # https://github.com/MacPython/pandas-wheels/pull/50
-
-    pyexe = sys.executable.replace("\\", "/")
-
-    # We skip this test if pandas is installed as a site package. We first
-    # import the package normally and check the path to the module before
-    # executing the test which imports pandas with site packages disabled.
-    call = [pyexe, "-c", "import pandas;print(pandas.__file__)"]
-    output = subprocess.check_output(call).decode()
-    if "site-packages" in output:
-        pytest.skip("pandas installed as site package")
-
-    # This test will fail if pandas is installed as a site package. The flags
-    # prevent pandas being imported and the test will report Failed: DID NOT
-    # RAISE <class 'subprocess.CalledProcessError'>
-    call = [pyexe, "-sSE", "-c", "import pandas"]
-
-    msg = (
-        rf"Command '\['{pyexe}', '-sSE', '-c', 'import pandas'\]' "
-        "returned non-zero exit status 1."
-    )
+@pytest.mark.parametrize("dependency", ["numpy", "dateutil"])
+def test_missing_required_dependency(monkeypatch, dependency):
+    # GH#61030
+    original_import = __import__
+    mock_error = ImportError(f"Mock error for {dependency}")
+
+    def mock_import(name, *args, **kwargs):
+        if name == dependency:
+            raise mock_error
+        return original_import(name, *args, **kwargs)
 
-    with pytest.raises(subprocess.CalledProcessError, match=msg) as exc:
-        subprocess.check_output(call, stderr=subprocess.STDOUT)
+    monkeypatch.setattr("builtins.__import__", mock_import)
 
-    output = exc.value.stdout.decode()
-    for name in ["numpy", "dateutil"]:
-        assert name in output
+    with pytest.raises(ImportError, match=dependency):
+        importlib.reload(importlib.import_module("pandas"))
 
 
 def test_frame_setitem_dask_array_into_new_col(request):
diff --git a/pandas/tests/test_multilevel.py b/pandas/tests/test_multilevel.py
index a23e6d9b39..ff7ab22c19 100644
--- a/pandas/tests/test_multilevel.py
+++ b/pandas/tests/test_multilevel.py
@@ -5,6 +5,7 @@ import pytest
 
 import pandas as pd
 from pandas import (
+    ArrowDtype,
     DataFrame,
     MultiIndex,
     Series,
@@ -318,6 +319,34 @@ class TestMultiLevel:
         expected = Series(["a", "b", "c", "d"], name=("sub", np.nan))
         tm.assert_series_equal(result, expected)
 
+    @pytest.mark.filterwarnings("ignore:Passing a BlockManager:DeprecationWarning")
+    def test_multiindex_with_pyarrow_categorical(self):
+        # GH#53051
+        pa = pytest.importorskip("pyarrow")
+
+        df = DataFrame(
+            {"string_column": ["A", "B", "C"], "number_column": [1, 2, 3]}
+        ).astype(
+            {
+                "string_column": ArrowDtype(pa.dictionary(pa.int32(), pa.string())),
+                "number_column": "float[pyarrow]",
+            }
+        )
+
+        df = df.set_index(["string_column", "number_column"])
+
+        df_expected = DataFrame(
+            index=MultiIndex.from_arrays(
+                [["A", "B", "C"], [1, 2, 3]], names=["string_column", "number_column"]
+            )
+        )
+        tm.assert_frame_equal(
+            df,
+            df_expected,
+            check_index_type=False,
+            check_column_type=False,
+        )
+
 
 class TestSorted:
     """everything you wanted to test about sorting"""