mirror of
https://github.com/storytold/gridcraft.git
synced 2026-10-25 03:06:53 -06:00
Lexx143andClaude Fable 5.1
209d2447d9
A category range two or more columns wide beside a column of values (year beside month, Excel's multiLvlStrRef) was read as one flat list: 36 rows in two columns became 72 categories, the series sat in the left half of the plot and the years and months shared one row of labels. Saving wrote the range as a plain strRef, so Excel lost the two-level axis too. - gridcraft_core::category_levels: the shape of a category range beside its values (levels are columns when the points run down the rows, rows when they run along the columns; up to three outer levels), shared by the chart and xlsx crates. - ChartData.category_levels: the outer levels, nearest the labels first, one entry per category, non-empty where a group starts. resolve fills it; a single column is unchanged. - render: the outer levels in rows under the labels, a group's name centred under its categories with a separator at each boundary; in bar charts in columns beside the labels. - xlsx: <c:cat> written as multiLvlStrRef with the level caches (innermost first), so the axis survives a round trip. Tests in core (shapes), chart (resolve and layout for columns, bars and a row of values) and xlsx (written XML, read-back, stability, a single column stays strRef). chart-parity, gaps § 4 and the ROADMAP progress log updated. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
7.3 KiB
7.3 KiB
Chart parity
Last reviewed: 2026-10-11 · Last updated: 2026-10-13 · Change: minor (multi-level category axes, year beside month, are read, drawn and written back; previously trivial: chart sheets are kept on save, still not editable (#727); previously minor: trendlines: model, XLSX round-trip, drawing, Add Chart Element) · Target: Microsoft Excel (Microsoft 365), Excel for Mac 16.113.4
Excel's chart types and chart elements against GridCraft. Part of target-app-parity.md. Breadth ~50%, ready ~30%, 40–60 h (estimated).
Sources: crates/model/src/features.rs (ChartKind, Chart, Series), crates/chart/src
(layout and rendering), crates/xlsx/src/chart.rs (DrawingML chart parts), merged PRs #62 and #116,
open PRs #158, #161, and issue #190.
Chart types
| Excel type | Excel subtypes | GridCraft | Notes |
|---|---|---|---|
| Column | clustered, stacked, 100% stacked, 3-D clustered/stacked/100%, 3-D column | 3 of 7 | no 3-D |
| Bar | clustered, stacked, 100%, 3-D ×3 | 3 of 6 | no 3-D |
| Line | line, stacked, 100% stacked, with markers ×3, 3-D line | 3 of 7 (line, with markers, stacked) | no 100% stacked; smoothed lines landed (#62) |
| Pie | pie, 3-D pie, pie of pie, bar of pie, doughnut | 2 of 5 (pie, doughnut) | no exploded, pie of pie, bar of pie |
| Area | area, stacked, 100%, 3-D ×3 | 2 of 6 | no 100%, no 3-D |
| X Y (scatter) | markers, smooth lines (±markers), straight lines (±markers) | 2 of 5 | no smooth lines |
| Bubble | bubble, 3-D bubble | 1 of 2 | |
| Stock | high-low-close, open-high-low-close, volume-HLC, volume-OHLC | 1 kind | combo/stock lose their kind in XLSX (PR #158) |
| Surface | 3-D surface, wireframe, contour, wireframe contour | 0 of 4 | |
| Radar | radar, with markers, filled | 1 of 3 | |
| Treemap, Sunburst | 1 each | 2 of 2 | lose their kind in XLSX (PR #161) |
| Histogram, Pareto | 2 | 1 of 2 | no Pareto |
| Box & Whisker | 1 | 1 of 1 | loses its kind in XLSX (PR #161) |
| Waterfall, Funnel | 2 | 2 of 2 | lose their kind in XLSX (PR #161) |
| Filled map | 1 | 0 | needs geographic boundary data (licensing decision) |
| Combo | custom combinations, secondary axis | yes (line on secondary axis) | |
| Total | ~60 subtypes | 25 (~42%) | usage-weighted breadth higher (~65%): column, bar, line, pie and scatter dominate |
Chart elements and formatting
| Element | Excel | GridCraft |
|---|---|---|
| Move and resize the chart object | yes | yes (corner handle, Format Chart Area Size fields) |
| Chart title, axis titles | text, linked to cells, full formatting | text only |
| Legend | position, overlay, formatting, per-entry delete | position only |
| Data labels | value, category, series, percentage, from cells, callouts, position | one on/off flag |
| Gridlines | major/minor per axis, formatting | one on/off flag |
| Axis options | min/max/units, log scale, reverse order, crossing point, display units, date axis, number format | missing (auto only) |
| Multi-level category axis (a category range two or more columns wide beside the values: year beside month) | the outer levels grouped under the labels with separators | read (multiLvlStrRef), drawn (rows under the labels; columns beside them in bar charts; up to three outer levels), written back with Excel's level caches |
| Secondary axis | any series | line series in combo charts |
| Trendlines | linear, exponential, logarithmic, polynomial, power, moving average, equation and R² | all six types, several per series, name, forward/backward forecast, set intercept, equation and R² label, line colour/width/dash; read, written and drawn on 2-D column, bar, line, area, scatter and bubble series; chart.addElement trendline adds/removes them. No Format Trendline pane, label position/number format not kept |
| Error bars | fixed, %, standard deviation/error, custom | missing |
| Up/down bars, high-low lines, drop lines, series lines | yes | missing |
| Data table under the chart | yes | missing |
| Per-series / per-point fill, line, marker, effects | Format pane for every element | series colour only; Format Chart pane covers chart-level options |
| Chart styles and colour palettes | ~16 styles × colour sets | style number stored, own palettes |
| Chart sheets | yes | kept, not editable: not shown, and written back unchanged in their place on save (#727); left out when a sheet they plot is deleted or renamed. No F11 / Move Chart > New sheet |
Chart templates (.crtx) |
yes | missing |
| Recommended Charts | yes | dialog with recommendations from the data's shape (own heuristic) and an All Charts list, live previews (#215) |
| Switch Row/Column, Select Data | yes | yes (Switch on charts read from files landed in #116) |
| Recommended Charts | yes | partial (Insert ▸ Recommended) |
| Switch Row/Column, Select Data | yes | yes (Switch on charts read from files landed in #116); Select Data dialog: data range, remove series, Horizontal (Category) Axis Labels (#287). No series add/edit or hidden/empty cell options |
| Sparklines (line, column, win/loss, markers, axis) | yes | line, column, win/loss |
| PivotCharts | yes | Insert ▸ PivotChart (insert.pivotChart): bound to a PivotTable's report, rebuilt on refresh and layout changes, c:pivotSource round trip; no field buttons, innermost category level only |
| Animation on data change | yes (Windows) | no |
XLSX round-trip
Charts are read from and written to DrawingML chart parts, but only the fields the model holds survive: anything else (axis scaling, label options, error bars, per-point formats, chartex extensions) is lost when GridCraft saves a workbook it opened. That is the main reason charts are ~30% ready: a user who opens an Excel workbook with charts and saves it gets simpler charts back.
Work (40–60 h)
- Kinds survive XLSX round-trip (merge PRs #158, #161): 2–4 h. Chart resizing (#190): 1–2 h.
- Preserve unmodelled chart XML on round-trip (keep the original part, patch only edited fields): 6–10 h.
- Axis options, label options, gridlines per axis, legend formatting: 10–15 h.
- Error bars; Format Trendline pane (trendlines landed): 4–6 h.
- Per-element Format pane parity, smoothed lines, exploded pie, pie/bar of pie, 100% variants: 8–12 h.
- 3-D column/bar/pie/area, surface and contour, Pareto: 8–12 h.
- Chart sheets, templates and PivotChart field buttons: 5–8 h. Filled map: owner decision on boundary data.
Revision history
| Date | Change | Summary |
|---|---|---|
| 2026-10-13 | minor | Multi-level category axes: read, drawn (outer levels under or beside the labels), written back with level caches |
| 2026-10-12 | trivial | chart sheets are kept on save, still not editable (#727) |
| 2026-10-11 | minor | Trendlines: all six types modelled, round-tripped through c:trendline, drawn with forecast and equation/R² labels; chart.addElement trendline |
| 2026-10-11 | minor | PivotCharts (insert.pivotChart) |
| 2026-10-11 | minor | Recommended Charts dialog with previews (#215) |
| 2026-10-11 | minor | Select Data dialog with category axis labels; a blank top-left cell makes the first column the categories (#287) |
| 2026-10-10 | minor | Smooth lines (#62) and Switch Row/Column on file charts (#116) landed; chart resize bug (#190) |
| 2026-10-10 | major | Created from a source audit: 25 kinds (25 of ~60 subtypes), element gaps, round-trip loss |