Implementation details

CategoricalArray is made of the two fields:

• refs: an integer array that stores the position of the category level in the levels field of CategoricalPool for each CategoricalArray element; 0 denotes a missing value (for CategoricalArray{Union{T, Missing}} only).
• pool: the CategoricalPool object that maintains the levels of the array.

The CategoricalPool{V,R,C} type keeps track of the levels of type V and associates them with an integer reference code of type R (for internal use). It offers methods to add new levels, and efficiently get the integer index corresponding to a level and vice-versa. Whether the values of CategoricalArray are ordered or not is defined by an ordered field of the pool. Finally, CategoricalPool{V,R,C} keeps a valindex vector of value objects of type C == CategoricalValue{V, R}, so that getindex can return the existing object instead of allocating a new one.

Do note that CategoricalPool levels are semi-mutable: it is only allowed to add new levels, but never to remove or reorder existing ones. This ensures existing CategoricalValue objects remain valid and always point to the same level as when they were created. Therefore, CategoricalArrays create a new pool each time some of their levels are removed or reordered. This happens when calling levels!, but also when assigning a CategoricalValue via setindex!, push!, append!, copy! or copyto! (as new levels may be added to the front to preserve relative order of both source and destination levels). Doing so requires updating all reference codes to point to the new pool, and makes it impossible to compare existing ordered CategoricalValue objects with values from the array using < and >.

The type parameters of CategoricalArray{T, N, R <: Integer, V, C, U} are a bit complex:

• T is the type of array elements without CategoricalValue wrappers; if T >: Missing, then the array supports missing values.
• N is the number of array dimensions.
• R is the reference type, the element type of the refs field; it allows optimizing memory usage depending on the number of levels (i.e. CategoricalArray with less than 256 levels can use R = UInt8).
• V is the type of the levels, it is equal to T for arrays which do not support missing values; for arrays which support missing values, T = Union{V, Missing}
• C is the type of categorical values, i.e. of the objects returned when indexing non-missing elements of CategoricalArray. It is always equal to CategoricalValue{V, R}, and only present for technical reasons (to break the recursive dependency between CategoricalArray and CategoricalValue).
• U can be either Union{} for arrays which do not support missing values, or Missing for those which support them.

Only T, N and R could be specified upon construction. The last three parameters are chosen automatically, but are needed for the definition of the type. In particular, U allows expressing that CategoricalArray{T, N} inherits from AbstractArray{Union{C, U}, N} (which is equivalent to AbstractArray{C, N} for arrays which do not support missing values, and to AbstractArray{Union{C, Missing}, N} for those which support them).

The CategoricalPool type is designed to limit the need to go over all elements of the vector, either for reading or for writing. This is why unused levels are not dropped automatically (this would force checking all elements on every modification or keeping a counts table), but only when droplevels! is called. levels is a (very fast) O(1) operation since it merely returns the (ordered) vector of levels without accessing the data at all.