Release v1.2.0 — themes, accessibility, exports, linked cursor, calendar heatmap

.Rbuildignore

@@ -24,8 +24,12 @@
 ^design$
 ^md$
 ^review-home\.png$
+^calendar-smoke\.png$
+^linked-cursor-smoke\.png$
+^linked-cursor-fixed\.png$
 ^AGENTS\.md$
 ^screenshots-review$
 ^scripts$
 ^inst/test_rmarkdown
 ^inst/appTester$
+^CRAN-SUBMISSION$

CLAUDE.md

@@ -7,3 +7,10 @@
 - **Website presence:** Demo gallery + package docs live at morton-analytics.com/myio/ (reverse-proxied from droplet). 17 chart types with interactive previews.
 - **Market context:** Proof point for Morton's "open-source analytics" positioning. Demonstrates the builder identity — we don't just consult, we ship tools.
 - **Related:** See `../morton-analytics-web/market-research/brand-strategy.md` for how myIO fits the content strategy
+
+## Versioning & Compatibility
+
+- myIO follows **strict semver**. Breaking changes are permitted only at major version bumps and should be minimized even then.
+- All minor and patch releases (e.g., v1.2.0) **must** be fully backward compatible.
+- Deprecations follow a **~2-year sunset**: introduce a deprecation warning in version N, remove no sooner than 2 years later at the next major version.
+- See `docs/versioning-policy.md` for full policy details.

DESCRIPTION

@@ -23,7 +23,11 @@ Suggests:
   rmarkdown,
   pkgdown,
   shiny,
-  crosstalk (>= 1.2.0)
+  crosstalk (>= 1.2.0),
+  dplyr,
+  DT,
+  reactable,
+  htmltools
 Config/testthat/edition: 3
 VignetteBuilder: knitr
 Imports:

NAMESPACE

@@ -4,6 +4,7 @@ export(addIoLayer)
 export(defineCategoricalAxis)
 export(dragPoints)
 export(flipAxis)
+export(linkCharts)
 export(myIO)
 export(myIOOutput)
 export(myIO_last_error)
@@ -13,7 +14,11 @@ export(setAxisFormat)
 export(setAxisLimits)
 export(setBrush)
 export(setColorScheme)
+export(setExportOptions)
+export(setFacet)
+export(setLayerOpacity)
 export(setLinked)
+export(setLinkedCursor)
 export(setMargin)
 export(setReferenceLines)
 export(setSlider)

NEWS.md

@@ -1,3 +1,135 @@
+# myIO 1.2.0 (development)
+
+## Crosstalk: expanded chart-type coverage
+
+* `setLinked()` now links `waffle`, `beeswarm`, `lollipop`, and `dumbbell`
+  layers in addition to the previously supported `point`, `bar`, `groupedBar`,
+  `histogram`, and `hexbin`. Selection dims non-matching elements; filter
+  hides them. Aggregate chart types (`boxplot`, `violin`, `qq`, `regression`,
+  `density`, `ridgeline`, `survfit`, `comparison`) remain outside crosstalk
+  in v1.2.
+* New vignette `crosstalk-linking` demonstrates linking myIO with
+  `DT::datatable()` and `reactable::reactable()`, with code listings for
+  plotly and leaflet.
+
+## bslib and Quarto Dashboards integration
+
+* `myIO()` widgets now declare a sizing policy with `browser.fill = TRUE`
+  and are tagged as `html-fill-item` via `htmltools::bindFillRole()`, so
+  they fill container height inside `bslib::card()`, Quarto Dashboard
+  `{.fill}` cards, and flexdashboard layouts. Rendering in plain RMarkdown
+  and Shiny at the default 400px height is unchanged.
+* Widget resize is now guarded against zero-dimension containers that can
+  appear briefly during fill-layout transitions.
+
+## Calendar heatmap
+
+* New `calendarHeatmap` chart type — GitHub-contributions-style grid of daily
+  cells over a single calendar year. Usage:
+  `addIoLayer(type = "calendarHeatmap", data, mapping = list(date = "day", value = "x"))`.
+  Supports Sunday or Monday week starts via `options$weekStart`, continuous
+  color legend, and linked-cursor sync across two linked calendars. Multi-year
+  data is rejected in v1.2; multi-year layouts are planned for v1.3. New CSS
+  variables: `--chart-calendar-cell-gap`, `--chart-calendar-cell-stroke`,
+  `--chart-calendar-empty-fill`.
+
+## Theme gallery
+
+* 12 named theme presets: `setTheme(preset = "midnight")`. Available presets:
+  midnight, ocean, forest, sunset, monochrome, neon, corporate, academic,
+  nature, minimal, retro, warm. Plus light/dark via mode parameter.
+
+## Linked brushing
+
+* `linkCharts(chart1, chart2, on = "column")` enables cross-chart selection.
+  Brush in one chart highlights matching rows in linked charts. Works in Shiny
+  and static HTML. Aggregation-to-source-row key resolution for summary views.
+
+## Linked cursor
+
+* `linkCharts()` and `setLinked()` gain a `cursor = TRUE` argument that draws a
+  synchronized vertical crosshair on every linked chart when the user hovers
+  any chart in the group. Supports point, bar, line, area, groupedBar, hexbin,
+  and histogram layers (donut and treemap are excluded — no x-axis to sync on).
+  Off by default; enable per-link or retrofit with `setLinkedCursor()` on a
+  pre-linked widget. New `--chart-cursor-rule-color`/`-width`/`-dasharray` CSS
+  variables theme the crosshair.
+
+## Group-by auto-series
+
+* Pass a `dplyr::group_by()` tibble to `addIoLayer()` and it auto-creates one
+  layer per group with colors from the Okabe-Ito palette. Soft dplyr dependency.
+
+## Survival curves (Kaplan-Meier)
+
+* `addIoLayer(type = "survfit", mapping = list(time = "time", status = "status"))`
+  computes Kaplan-Meier estimator with Greenwood CI using base R only (no
+  `survival` package dependency). Composite expands to step-curve line, CI band,
+  and censored-observation markers. Group stratification supported.
+
+## Distribution fitting overlay
+
+* `addIoLayer(type = "histogram_fit", mapping = list(value = "x"), options = list(family = "normal"))`
+  fits normal, lognormal, or exponential distributions via MLE. Composite
+  renders histogram + fitted density curve + optional parameter annotation.
+
+## Layer opacity control
+
+* `setLayerOpacity(label, opacity)` sets per-layer opacity (0-1). Critical for
+  CI bands overlaying scatter data.
+
+## SVG accessibility
+
+* ARIA roles (`graphics-document`, `graphics-object`, `graphics-symbol`) applied
+  to SVG chart structure for screen reader navigation.
+* Keyboard navigation: arrow keys traverse layers and data points, with live
+  region announcements (150ms debounce).
+* Hidden data table fallback for screen reader access to raw data (capped at
+  500 rows).
+* Focus ring styling and screen-reader-only utility class.
+
+## New chart types
+
+* `lollipop` — vertical stem with circle head, supports `mean` and `summary`
+  transforms. Compatible with categorical x-axis charts.
+* `dumbbell` — connected dots showing a range between `low_y` and `high_y`.
+* `waffle` — 10x10 grid of colored squares representing proportions. Standalone.
+* `beeswarm` — dodge-positioned points to avoid overlap. Inline dodge algorithm.
+* `bump` — smooth S-curves showing rank/value changes over time with grouped lines.
+* `radar` — spider/radar chart with radial axes and polygon data fill.
+* `funnel` — narrowing horizontal bars for conversion pipeline data.
+* `parallel` — parallel coordinates for multivariate exploration.
+  All new types support themed colors and standard tooltip formatting.
+
+## Small multiples / faceting
+
+* `setFacet(var, ncol, scales)` splits charts into a CSS grid of panels, one per
+  unique value of the faceting variable. Supports fixed and free scale modes,
+  auto-layout with configurable minimum panel width, and responsive breakpoints.
+
+## Export enhancements
+
+* `setExportOptions()` controls which export buttons appear in the toolbar
+  (PNG, SVG, clipboard, CSV). New SVG download button and clipboard copy
+  (SVG + PNG) via the Clipboard API.
+* CSS custom properties resolved in exported SVGs for correct dark-mode colors.
+
+## Dark mode / theme system
+
+* `setTheme(mode = "dark")` applies a WCAG AA-verified dark palette across all
+  chart elements. Also supports `"light"` and `"auto"` (detects OS preference
+  and Quarto/Bootstrap `data-bs-theme`).
+* Backward compatible: existing `setTheme(bg = "#fff")` calls still work.
+* New `overrides` parameter for fine-grained CSS custom property control.
+* High-contrast and reduced-motion CSS media query support.
+
+## Sparkline mode
+
+* `myIO(sparkline = TRUE)` renders a compact, axes-free chart suitable for
+  embedding in table cells (reactable, DT, gt). Strips legend, axes, reference
+  lines, and all interactions. Default height 20px. Supports line, bar, and
+  area layer types.
+
 # myIO 1.1.0
 
 ## I/O interaction system

R/addIoLayer.R

@@ -32,13 +32,27 @@ addIoLayer <- function(myIO,
                                       toolTipOptions = list(suppressY = FALSE))) {
   assert_myIO(myIO)
 
+  if (isTRUE(myIO$x$config$sparkline)) {
+    sparkline_types <- c("line", "bar", "area")
+    if (!type %in% sparkline_types) {
+      stop(sprintf(
+        "Sparkline mode only supports types: %s. Got: '%s'",
+        paste(sparkline_types, collapse = ", "), type
+      ), call. = FALSE)
+    }
+  }
+
   existing_layers <- myIO$x$config$layers
 
   if (is.null(data)) {
     data <- myIO$x$data
   }
   data <- ensure_source_key(data)
 
+  if (inherits(data, "grouped_df")) {
+    return(expand_grouped_df(myIO, type, color, label, data, mapping, transform, options))
+  }
+
   validate_layer_inputs(type, transform, mapping, label, data, existing_layers)
 
   presets <- list(barSize = "large", toolTipOptions = list(suppressY = FALSE))
@@ -204,6 +218,15 @@ validate_layer_inputs <- function(type, transform, mapping, label, data, existin
       rangeBar = c("x_var", "low_y", "high_y"),
       area = c("x_var", "low_y", "high_y"),
       hexbin = c("x_var", "y_var", "radius"),
+      survfit = c("time", "status"),
+      histogram_fit = c("value"),
+      dumbbell = c("x_var", "low_y", "high_y"),
+      waffle = c("category", "value"),
+      bump = c("x_var", "y_var", "group"),
+      radar = c("axis", "value"),
+      funnel = c("stage", "value"),
+      parallel = c("dimensions"),
+      calendarHeatmap = c("date", "value"),
       c("x_var", "y_var")
     )
   }
@@ -216,7 +239,7 @@ validate_layer_inputs <- function(type, transform, mapping, label, data, existin
   # Fields produced by the transform should be skipped in column-existence checks
   skip_fields <- if (!is.null(transform_contract)) transform_contract$skip_column_check else character(0)
 
-  mapped_fields <- intersect(c("x_var", "y_var", "group", "level_1", "level_2", "value", "low_y", "high_y", "open", "high", "low", "close", "total", "source", "target"), names(mapping))
+  mapped_fields <- intersect(c("x_var", "y_var", "group", "level_1", "level_2", "value", "low_y", "high_y", "open", "high", "low", "close", "total", "source", "target", "date"), names(mapping))
   mapped_fields <- setdiff(mapped_fields, skip_fields)
   for (field in mapped_fields) {
     if (!mapping[[field]] %in% colnames(data)) {
@@ -240,6 +263,31 @@ validate_layer_inputs <- function(type, transform, mapping, label, data, existin
     stop("addIoLayer(): Mapped field '", mapping[["value"]], "' must be numeric for type '", type, "'.", call. = FALSE)
   }
 
+  if (type == "calendarHeatmap") {
+    if (nrow(data) == 0L) {
+      stop("addIoLayer(): type 'calendarHeatmap' requires data with at least 1 row (got no rows).", call. = FALSE)
+    }
+    if (!is.numeric(data[[mapping[["value"]]]])) {
+      stop("addIoLayer(): Mapped field '", mapping[["value"]],
+           "' must be numeric for type 'calendarHeatmap'.", call. = FALSE)
+    }
+    date_col <- data[[mapping[["date"]]]]
+    dates <- tryCatch(as.Date(date_col), error = function(e) NULL)
+    if (is.null(dates) || any(is.na(dates))) {
+      stop("addIoLayer(): Mapped field '", mapping[["date"]],
+           "' must be Date or coercible via as.Date() for type 'calendarHeatmap'.",
+           call. = FALSE)
+    }
+    years <- unique(as.integer(format(dates, "%Y")))
+    if (length(years) > 1L) {
+      stop("addIoLayer(): type 'calendarHeatmap' data spans multiple calendar years (",
+           paste(range(years), collapse = "-"),
+           "). v1.2 supports a single year per layer. Use setFacet() for multi-year layouts (planned for v1.3).",
+           call. = FALSE)
+    }
+    data[[mapping[["date"]]]] <- format(dates, "%Y-%m-%d")
+  }
+
   if (type == "waterfall" && !is.numeric(data[[mapping[["y_var"]]]])) {
     stop("addIoLayer(): Mapped field '", mapping[["y_var"]], "' must be numeric for type '", type, "'.", call. = FALSE)
   }
@@ -334,6 +382,12 @@ TRANSFORM_INPUT_CONTRACTS <- list(
                            "p_value", "label", "method", "statistic"),
     auto_mapping = list(x1 = "x1", x2 = "x2", y = "y",
                          label = "label", p_value = "p_value")
+  ),
+  survfit = list(
+    required_map = c("time", "status"),
+    skip_column_check = c("x_var", "y_var", "low_y", "high_y"),
+    auto_mapping = list(x_var = "time", y_var = "surv",
+                        low_y = "ci_lower", high_y = "ci_upper")
   )
 )
 

R/composite_histogram_fit.R

@@ -0,0 +1,92 @@
+#' Histogram + fitted distribution composite expansion
+#'
+#' Expands into a histogram layer plus a fitted density line.
+#' Optionally includes a text annotation with distribution parameters.
+#'
+#' @keywords internal
+composite_histogram_fit <- function(data, mapping, label, color, options) {
+  family <- if (is.null(options$family)) "normal" else options$family
+  show_params <- if (is.null(options$showParams)) FALSE else isTRUE(options$showParams)
+  bins <- if (is.null(options$bins)) 30L else as.integer(options$bins)
+  base_color <- if (is.null(color)) OKABE_ITO_PALETTE[[1]] else if (length(color) > 0) color[[1]] else OKABE_ITO_PALETTE[[1]]
+  line_color <- if (is.null(options$lineColor)) "#D55E00" else options$lineColor
+
+  fit_result <- transform_fit_distribution(data, mapping, options)
+
+  # Pre-bin the histogram in R so JS doesn't need to re-bin
+  val_col <- mapping$value
+  vals <- data[[val_col]]
+  vals <- vals[!is.na(vals)]
+  h <- graphics::hist(vals, breaks = bins, plot = FALSE)
+  hist_data <- data.frame(
+    x_var = h$mids,
+    y_var = h$counts,
+    x0 = h$breaks[-length(h$breaks)],
+    x1 = h$breaks[-1],
+    stringsAsFactors = FALSE
+  )
+  hist_data[["_source_key"]] <- sprintf("bin_%d", seq_len(nrow(hist_data)))
+
+  layers <- list(
+    list(
+      type = "bar",
+      data = hist_data,
+      mapping = list(x_var = "x_var", y_var = "y_var"),
+      transform = "identity",
+      label = paste0(label, " - histogram"),
+      color = base_color,
+      role = "histogram",
+      scaleHints = list(
+        xScaleType = "linear", yScaleType = "linear",
+        xExtentFields = list("x_var"), yExtentFields = list("y_var"),
+        domainMerge = "union"
+      )
+    ),
+    list(
+      type = "line",
+      data = fit_result$data,
+      mapping = list(x_var = "x_var", y_var = "y_var"),
+      transform = "identity",
+      label = paste0(label, " - fit"),
+      color = line_color,
+      role = "density_line",
+      scaleHints = list(
+        xScaleType = "linear", yScaleType = "linear",
+        xExtentFields = list("x_var"), yExtentFields = list("y_var"),
+        domainMerge = "union"
+      )
+    )
+  )
+
+  if (show_params && length(fit_result$params) > 0) {
+    param_strings <- vapply(names(fit_result$params), function(p) {
+      paste0(p, " = ", round(fit_result$params[[p]], 4))
+    }, character(1))
+    param_text <- paste(param_strings, collapse = ", ")
+    annotation_label <- paste0(family, ": ", param_text)
+
+    x_range <- range(fit_result$data$x_var)
+    y_range <- range(fit_result$data$y_var)
+
+    text_data <- data.frame(
+      x_var = x_range[1] + 0.05 * diff(x_range),
+      y_var = y_range[2] * 0.95,
+      label = annotation_label,
+      stringsAsFactors = FALSE,
+      check.names = FALSE
+    )
+    text_data[["_source_key"]] <- "params_text"
+
+    layers[[length(layers) + 1L]] <- list(
+      type = "text",
+      data = text_data,
+      mapping = list(x_var = "x_var", y_var = "y_var"),
+      transform = "identity",
+      label = paste0(label, " - params"),
+      color = "#333333",
+      role = "params_text"
+    )
+  }
+
+  layers
+}