basalt-ui 1.40.3 → 2.0.0

package/src/charts/compile.ts

@@ -0,0 +1,585 @@
+/**
+ * `compileCartesian` — basalt's chart spec in, a TanStack definition out (`docs/V2-SPEC.md` § 9.2).
+ * Pure and React-free: the host memoizes it, the tests call it directly. It owns the scales and
+ * domains, the theme bridge, zones / x-zones / reference lines, the crosshair, grouped source-only
+ * focus, the shared cursor binding, the tooltip content, and the container-class guide ladder.
+ * TanStack owns margins (measured), layout, focus and keyboard, the tooltip surface and SSR.
+ */
+import { crosshair } from '@tanstack/charts/crosshair'
+import { decorative } from '@tanstack/charts/mark/decorative'
+import { rect } from '@tanstack/charts/rect'
+import { ruleY } from '@tanstack/charts/rule'
+import { scaleLinear } from '@tanstack/charts/scales/linear'
+import { scaleUtc } from 'd3-scale'
+import { tooltip as tooltipHost } from '@tanstack/charts/tooltip'
+import { portal } from '@tanstack/charts/tooltip/portal'
+import type {
+  ChartBuildContext,
+  ChartGradient,
+  ChartPoint,
+  ChartPositionScaleOptions,
+  ChartTooltipRow as EngineTooltipRow,
+  ChartValue,
+  ResponsiveChartDefinition,
+  StoredChartSpec,
+} from '@tanstack/charts/types/core'
+import { fmtCompact } from '../format/number'
+import { VX } from '../tokens'
+import type { ContainerClass } from '../tokens/size-classes'
+import { cursorBinding, sourceOnlyFocus } from './cursor'
+import { resolveContainerClass } from '../tokens/size-classes'
+import { resolveYDomain, xScaleFor, xZoneFractions, yScaleFor } from './scales'
+import type { XScaleModel } from './scales'
+import { AXIS_LINE, CHART_THEME, CROSSHAIR, DASH, GRID_LINE } from './theme'
+import type {
+  AxisConfig,
+  CartesianChartProps,
+  ChartMarks,
+  ChartSeries,
+  ChartTooltipRow,
+  ChartX,
+  PlotRow,
+} from './types'
+
+/**
+ * The compiled definition. Annotated on purpose: TanStack's inferred definition type names internal
+ * modules (`dist/scene`, `cursor-host-contract`) and fails declaration emit (TS2883 / TS4058).
+ */
+export type CartesianDefinition = ResponsiveChartDefinition<unknown, ChartValue, number, 'dom'>
+
+/** Everything the rung compiles: the public props minus React chrome, plus the host's state. */
+export type CartesianInput<T, X extends ChartX> = Pick<
+  CartesianChartProps<T, X>,
+  | 'data'
+  | 'x'
+  | 'series'
+  | 'marks'
+  | 'y'
+  | 'y2'
+  | 'xTicks'
+  | 'formatX'
+  | 'zones'
+  | 'xZones'
+  | 'refLines'
+  | 'cursorGroup'
+  | 'cursorResolution'
+  | 'tooltip'
+> & {
+  /** Unique per mounted chart (React `useId`): owns what this chart publishes to the cursor. */
+  chartId: string
+  /** Series keys the legend has toggled off. */
+  hidden?: ReadonlySet<string>
+  /** The legend entry under the pointer. */
+  highlighted?: string | null
+  /** A band x scale (bar kinds), whatever `x` returns. */
+  band?: boolean
+  /** A coarse primary pointer: tap pins the cursor. */
+  coarse?: boolean
+  /** Tooltip series rows bottom-up (a stack reads top-down in the plot). */
+  reverseRows?: boolean
+  /** Bar kinds: how the left-axis `mark: 'bar'` series combine for the auto domain. */
+  stack?: 'stacked' | 'normalized'
+}
+
+/** Font size and tick counts per container class (§ 9.6). */
+const LADDER = {
+  micro: { font: VX.text.nano, xTicks: 2, yTicks: 0 },
+  compact: { font: VX.text.nano, xTicks: 3, yTicks: 3 },
+  regular: { font: VX.text.micro, xTicks: 5, yTicks: 5 },
+  wide: { font: VX.text.micro, xTicks: 6, yTicks: 5 },
+} as const satisfies Record<ContainerClass, { font: number; xTicks: number; yTicks: number }>
+
+/** Space between the plot's left edge and a compact y label drawn inside it. */
+const INSIDE_LABEL_DX = 4
+const INSIDE_LABEL_DY = -6
+
+export function defaultNumberFormat(v: number): string {
+  return fmtCompact(v, { digits: Math.abs(v) >= 1000 ? 1 : 2 })
+}
+
+const MONTHS = ['Jan', 'Feb', 'Mar', 'Apr', 'May', 'Jun', 'Jul', 'Aug', 'Sep', 'Oct', 'Nov', 'Dec']
+const DAYS = ['Sun', 'Mon', 'Tue', 'Wed', 'Thu', 'Fri', 'Sat']
+const pad2 = (n: number): string => String(n).padStart(2, '0')
+
+/** `DD.MM`, read in UTC like the time scale that placed it (a local read shifts a day west of UTC). */
+export function utcAxisDate(d: Date): string {
+  return `${pad2(d.getUTCDate())}.${pad2(d.getUTCMonth() + 1)}`
+}
+
+/** `Mon Sep 1 2026`, in UTC; a non-midnight instant adds `HH:MM`. */
+export function utcHeaderDate(d: Date): string {
+  const date = `${DAYS[d.getUTCDay()]} ${MONTHS[d.getUTCMonth()]} ${d.getUTCDate()} ${d.getUTCFullYear()}`
+  const ms = d.getTime() % DAY_MS
+  return ms === 0 ? date : `${date} ${pad2(d.getUTCHours())}:${pad2(d.getUTCMinutes())}`
+}
+
+const DAY_MS = 86_400_000
+
+/**
+ * Default Date tick values: the time scale's own ticks, kept to whole UTC days once the data is
+ * daily or coarser — d3 picks 12-hour steps for a short daily series, which label one day twice.
+ */
+export function dateTicks(domain: readonly [Date, Date], count: number, stepMs: number): Date[] {
+  const ticks = scaleUtc().domain([domain[0], domain[1]]).ticks(count)
+  if (stepMs < DAY_MS) return ticks
+  const days = ticks.filter((t) => t.getTime() % DAY_MS === 0)
+  return days.length >= 2 ? days : ticks.filter((_, i, all) => i === 0 || i === all.length - 1)
+}
+
+export function defaultFormatX(v: ChartValue): string {
+  if (v instanceof Date) return utcAxisDate(v)
+  if (typeof v === 'number') return defaultNumberFormat(v)
+  return String(v)
+}
+
+const clampTo = (v: number, [lo, hi]: readonly [number, number]): number =>
+  Math.min(Math.max(v, Math.min(lo, hi)), Math.max(lo, hi))
+
+/** The visible series: not toggled off, and not a companion whose parent is. */
+export function visibleSeries<T>(
+  series: readonly ChartSeries<T>[],
+  hidden: ReadonlySet<string>,
+): ChartSeries<T>[] {
+  return series.filter(
+    (s) => !hidden.has(s.key) && !(s.parent !== undefined && hidden.has(s.parent)),
+  )
+}
+
+type YAxis = { domain: readonly [number, number]; format: (v: number) => string }
+
+export function yGuide<T>(opts: {
+  cfg: AxisConfig<T> | undefined
+  axis: YAxis
+  cls: ContainerClass
+  side: 'left' | 'right'
+  grid: boolean
+}): Omit<ChartPositionScaleOptions<number>, 'scale'> {
+  const { cfg, axis, cls, side, grid } = opts
+  const ladder = LADDER[cls]
+  const ticks =
+    typeof cfg?.ticks === 'object'
+      ? { values: cfg.ticks }
+      : { count: typeof cfg?.ticks === 'number' ? cfg.ticks : ladder.yTicks }
+  const gridLine = grid ? { grid: GRID_LINE } : {}
+  if (cls === 'micro') return { ...gridLine, axis: false }
+  // Compact: labels sit INSIDE the plot, above their grid line, so the plot keeps the full width.
+  const inside = cls === 'compact'
+  return {
+    ...gridLine,
+    ...(side === 'right' && { side: 'right' as const }),
+    axis: {
+      line: false,
+      ticks: { ...ticks, format: axis.format, line: false, ...(inside && { size: 0, padding: 0 }) },
+      tickLabels: {
+        fontSize: ladder.font,
+        opacity: 1,
+        ...(inside && {
+          anchor: side === 'left' ? ('start' as const) : ('end' as const),
+          dx: side === 'left' ? INSIDE_LABEL_DX : -INSIDE_LABEL_DX,
+          dy: INSIDE_LABEL_DY,
+        }),
+      },
+    },
+  }
+}
+
+function xTickPolicy<X extends ChartX>(
+  model: XScaleModel<X>,
+  xTicks: number | readonly X[],
+): { values: readonly ChartValue[] } | { count: number } {
+  if (typeof xTicks === 'object') return { values: xTicks }
+  if (model.band || model.kind === 'string') return { values: model.values }
+  if (model.kind === 'date' && model.extent)
+    return {
+      values: dateTicks([new Date(model.extent[0]), new Date(model.extent[1])], xTicks, model.step),
+    }
+  return { count: xTicks }
+}
+
+export function xGuide<X extends ChartX>(opts: {
+  model: XScaleModel<X>
+  xTicks: number | readonly X[] | undefined
+  format: (v: ChartValue) => string
+  cls: ContainerClass
+}): Omit<ChartPositionScaleOptions<ChartValue>, 'scale'> {
+  const { model, xTicks, format, cls } = opts
+  const ladder = LADDER[cls]
+  const ticks = xTickPolicy(model, xTicks ?? ladder.xTicks)
+  return {
+    axis: {
+      line: AXIS_LINE,
+      ticks: { ...ticks, format, line: false, size: 0 },
+      tickLabels: {
+        fontSize: ladder.font,
+        opacity: 1,
+        thin: true,
+        // A locked-zero left margin (compact) must not clip the first label.
+        ...(cls === 'compact' && {
+          anchor: ({ index }: { index: number }) => (index === 0 ? ('start' as const) : undefined),
+        }),
+      },
+    },
+  }
+}
+
+/** Gradient resource id for a series' area fill; the host's `idPrefix` scopes it per chart. */
+export const areaGradientId = (index: number): string => `basalt-area-${index}`
+
+export function areaGradient(index: number, color: string): ChartGradient {
+  return {
+    id: areaGradientId(index),
+    x1: 0,
+    y1: 0,
+    x2: 0,
+    y2: 1,
+    stops: [
+      { offset: 0, color: `color-mix(in srgb, ${color} var(--vx-area-top), transparent)` },
+      { offset: 1, color: `color-mix(in srgb, ${color} var(--vx-area-bottom), transparent)` },
+    ],
+  }
+}
+
+const isBar = <T>(s: ChartSeries<T>): boolean => s.mark === 'bar'
+
+/** The two synthetic totals standing in for a stack's bars in its AUTO domain only: the positive
+ * sum and the negative sum per x; every other series counts as itself. */
+const STACK_POSITIVE_KEY = '__stack+'
+const STACK_NEGATIVE_KEY = '__stack-'
+
+function stackedSeries<T>(series: readonly ChartSeries<T>[]): ChartSeries<T>[] {
+  const bars = series.filter(isBar)
+  if (bars.length === 0) return [...series]
+  const sum = (d: T, sign: 1 | -1): number | null => {
+    let total = 0
+    let summed = false
+    for (const s of bars) {
+      const v = s.getValue(d)
+      if (v === null || !Number.isFinite(v) || Math.sign(v) !== sign) continue
+      total += v
+      summed = true
+    }
+    return summed ? total : null
+  }
+  const base = bars[0] as ChartSeries<T>
+  return [
+    ...series.filter((s) => !isBar(s)),
+    { ...base, key: STACK_POSITIVE_KEY, getValue: (d) => sum(d, 1) },
+    { ...base, key: STACK_NEGATIVE_KEY, getValue: (d) => sum(d, -1) },
+  ]
+}
+
+/** A normalized stack spans [0, 1], or [-1, 1] when a share is negative. */
+function normalizedDomain<T>(
+  data: readonly T[],
+  series: readonly ChartSeries<T>[],
+): readonly [number, number] {
+  const negative = data.some((d) => series.some((s) => isBar(s) && (s.getValue(d) ?? 0) < 0))
+  return negative ? [-1, 1] : [0, 1]
+}
+
+type Axes<T> = {
+  left: YAxis
+  right: YAxis | null
+  onRight: (s: ChartSeries<T>) => boolean
+  axisOf: (side: 'left' | 'right' | undefined) => YAxis
+  scaleId: (side: 'left' | 'right' | undefined) => 'y' | 'y2'
+}
+
+/** Overlay bounds per axis; `'right'` without a `y2` lands on the left. */
+function overlayBounds<T, X extends ChartX>(
+  input: CartesianInput<T, X>,
+): { left: number[]; right: number[] } {
+  const bounds = { left: [] as number[], right: [] as number[] }
+  const sideOf = (side: 'left' | 'right' | undefined): 'left' | 'right' =>
+    side === 'right' && input.y2 !== undefined ? 'right' : 'left'
+  for (const z of input.zones ?? []) bounds[sideOf(z.axisSide)].push(z.from, z.to)
+  for (const l of input.refLines ?? []) bounds[sideOf(l.axis)].push(l.value)
+  return bounds
+}
+
+/** A stack changes only the AUTO rule; a tuple is fixed and a domain function gets the real series. */
+function leftDomain<T, X extends ChartX>(
+  input: CartesianInput<T, X>,
+  series: readonly ChartSeries<T>[],
+  bounds: readonly number[],
+): readonly [number, number] {
+  const auto = input.y?.domain === undefined || input.y.domain === 'auto'
+  if (auto && input.stack === 'normalized') return normalizedDomain(input.data, series)
+  return resolveYDomain(
+    input.y,
+    input.data,
+    auto && input.stack ? stackedSeries(series) : series,
+    bounds,
+  )
+}
+
+/** Both y domains (basalt's, from the VISIBLE series plus this axis' overlay bounds) and scales. */
+function resolveAxes<T, X extends ChartX>(
+  input: CartesianInput<T, X>,
+  visible: readonly ChartSeries<T>[],
+): Axes<T> {
+  const hasY2 = input.y2 !== undefined
+  const bounds = overlayBounds(input)
+  const onRight = (s: ChartSeries<T>): boolean => hasY2 && s.axis === 'right'
+  const left: YAxis = {
+    domain: leftDomain(
+      input,
+      visible.filter((s) => !onRight(s)),
+      bounds.left,
+    ),
+    format: input.y?.format ?? defaultNumberFormat,
+  }
+  const right: YAxis | null = hasY2
+    ? {
+        domain: resolveYDomain(input.y2, input.data, visible.filter(onRight), bounds.right),
+        format: input.y2?.format ?? defaultNumberFormat,
+      }
+    : null
+  return {
+    left,
+    right,
+    onRight,
+    axisOf: (side) => (side === 'right' && right ? right : left),
+    scaleId: (side) => (side === 'right' && hasY2 ? 'y2' : 'y'),
+  }
+}
+
+/** Fixed paint under the kind's marks: zones, then x-zones. */
+function underlayMarks<T, X extends ChartX>(
+  input: CartesianInput<T, X>,
+  model: XScaleModel<X>,
+  axes: Axes<T>,
+): ChartMarks {
+  const fractionRows = [{ f0: 0, f1: 1 }]
+  const zones = (input.zones ?? []).map((z, i) => {
+    const domain = axes.axisOf(z.axisSide).domain
+    return decorative(
+      rect(fractionRows, {
+        id: `zone-${i}`,
+        x1: 'f0',
+        x2: 'f1',
+        y1: () => clampTo(z.from, domain),
+        y2: () => clampTo(z.to, domain),
+        xScale: 'zx',
+        yScale: axes.scaleId(z.axisSide),
+        fill: z.fill,
+        inset: 0,
+      }),
+    )
+  })
+  const xZones = (input.xZones ?? []).flatMap((z, i) => {
+    const f = xZoneFractions(z, model)
+    if (!f) return []
+    return [
+      decorative(
+        rect([{ f0: f[0], f1: f[1] }], {
+          id: `xzone-${i}`,
+          x1: 'f0',
+          x2: 'f1',
+          y1: () => axes.left.domain[0],
+          y2: () => axes.left.domain[1],
+          xScale: 'zx',
+          fill: z.fill,
+          inset: 0,
+        }),
+      ),
+    ]
+  })
+  return [...zones, ...xZones]
+}
+
+/** Reference lines, over the marks. */
+const refLineMarks = <T, X extends ChartX>(
+  input: CartesianInput<T, X>,
+  axes: Axes<T>,
+): ChartMarks =>
+  (input.refLines ?? []).map((r, i) =>
+    ruleY([r.value], {
+      id: `ref-${i}`,
+      stroke: r.color,
+      strokeOpacity: 1,
+      strokeWidth: 1,
+      yScale: axes.scaleId(r.axis),
+      ...(r.dashed && { strokeDasharray: DASH }),
+    }),
+  )
+
+function buildScales<T, X extends ChartX>(opts: {
+  input: CartesianInput<T, X>
+  model: XScaleModel<X>
+  axes: Axes<T>
+  formatX: (v: ChartValue) => string
+  cls: ContainerClass
+  zoneScale: boolean
+}): StoredChartSpec['scales'] {
+  const { input, model, axes, formatX, cls, zoneScale } = opts
+  const { left, right } = axes
+  return {
+    x: {
+      scale: model.scale,
+      ...xGuide({ model, xTicks: input.xTicks, format: formatX, cls }),
+    },
+    y: {
+      scale: yScaleFor(input.y, left.domain),
+      ...yGuide({ cfg: input.y, axis: left, cls, side: 'left', grid: input.y?.grid ?? true }),
+    },
+    ...(right && {
+      y2: {
+        channel: 'y' as const,
+        scale: yScaleFor(input.y2, right.domain),
+        ...yGuide({
+          cfg: input.y2,
+          axis: right,
+          cls,
+          side: 'right',
+          grid: input.y2?.grid ?? false,
+        }),
+      },
+    }),
+    ...(zoneScale && {
+      zx: { channel: 'x' as const, scale: scaleLinear().domain([0, 1]), axis: false as const },
+    }),
+  }
+}
+
+/** The tooltip title: the consumer's header, a long UTC date for a Date x, else the axis format. */
+function tooltipHeader<T, X extends ChartX>(
+  input: CartesianInput<T, X>,
+  formatX: (v: ChartValue) => string,
+  v: ChartValue,
+  d: T,
+): string {
+  if (input.tooltip && input.tooltip.formatHeader) return input.tooltip.formatHeader(v as X, d)
+  if (v instanceof Date && !input.formatX) return utcHeaderDate(v)
+  return formatX(v)
+}
+
+/** `plot.rows`: one row per datum for a visible series, `[]` for a hidden one, a throw for a typo. */
+function rowsOf<T, X extends ChartX>(
+  input: CartesianInput<T, X>,
+  visibleKeys: ReadonlySet<string>,
+): (key: string) => PlotRow<T, X>[] {
+  const seriesBy = new Map(input.series.map((s) => [s.key, s]))
+  return (key) => {
+    const s = seriesBy.get(key)
+    if (!s)
+      throw new Error(`[basalt] CartesianChart: marks asked for series "${key}", not in \`series\``)
+    if (!visibleKeys.has(key)) return []
+    return input.data.map((d) => {
+      const v = s.getValue(d)
+      return {
+        x: input.x(d),
+        y: v === null || !Number.isFinite(v) ? null : v,
+        series: s.key,
+        datum: d,
+      }
+    })
+  }
+}
+
+function tooltipSpec<T, X extends ChartX>(opts: {
+  input: CartesianInput<T, X>
+  axes: Axes<T>
+  visible: readonly ChartSeries<T>[]
+  keys: ReadonlySet<string>
+  visibleKeys: ReadonlySet<string>
+  formatX: (v: ChartValue) => string
+}): NonNullable<CartesianDefinition['tooltip']> {
+  const { input, axes, visible, keys, visibleKeys, formatX } = opts
+  const hidden = input.series.filter((s) => !visibleKeys.has(s.key))
+  const rowSeries = (input.reverseRows ? visible.toReversed() : visible).filter(
+    (s) => s.tooltip !== false,
+  )
+  return {
+    use: tooltipHost,
+    portal,
+    anchor: 'group-center',
+    content: (points: readonly ChartPoint[]) => {
+      const primary = points[0]
+      if (!primary) return { rows: [] }
+      // A point's datum is a `plot.rows()` row, or a consumer mark's own datum (taken as `T`).
+      const datum = primary.datum
+      const row =
+        typeof datum === 'object' && datum !== null && 'datum' in datum && 'series' in datum
+          ? (datum as PlotRow<T, X>)
+          : undefined
+      const [x, d] = row && keys.has(row.series) ? [row.x, row.datum] : [primary.xValue, datum as T]
+      const rows: EngineTooltipRow[] = []
+      for (const s of rowSeries) {
+        const v = s.getValue(d)
+        if (v === null || !Number.isFinite(v)) continue
+        rows.push({
+          label: s.note === undefined ? s.label : `${s.label} · ${s.note}`,
+          value: s.formatValue
+            ? s.formatValue(v, d)
+            : axes.axisOf(axes.onRight(s) ? 'right' : 'left').format(v),
+          color: s.color,
+          ...(input.highlighted === s.key && { active: true }),
+        })
+      }
+      const extra: readonly ChartTooltipRow[] =
+        (input.tooltip || undefined)?.rows?.(d, { visible, hidden }) ?? []
+      return { title: tooltipHeader(input, formatX, x, d), rows: [...rows, ...extra] }
+    },
+  }
+}
+
+export function compileCartesian<T, X extends ChartX>(
+  input: CartesianInput<T, X>,
+): CartesianDefinition {
+  const visible = visibleSeries(input.series, input.hidden ?? new Set<string>())
+  const visibleKeys = new Set(visible.map((s) => s.key))
+  const keys = new Set(input.series.map((s) => s.key))
+  const model = xScaleFor(input.data.map(input.x), input.band === true)
+  const axes = resolveAxes(input, visible)
+  const under = underlayMarks(input, model, axes)
+  const over = refLineMarks(input, axes)
+  const rows = rowsOf(input, visibleKeys)
+  const formatX = (v: ChartValue): string =>
+    input.formatX ? input.formatX(v as X) : defaultFormatX(v)
+  const gradients = input.series.flatMap((s, i) =>
+    s.area ? [areaGradient(i, typeof s.area === 'string' ? s.area : s.color)] : [],
+  )
+
+  return {
+    chart: ({ width, height }: ChartBuildContext): StoredChartSpec => {
+      const cls = resolveContainerClass(width)
+      const kindMarks = input.marks({
+        rows,
+        visible,
+        highlighted: input.highlighted ?? null,
+        containerClass: cls,
+        width,
+        height,
+        y2: axes.right ? 'y2' : undefined,
+        yDomain: axes.left.domain,
+        y2Domain: axes.right?.domain,
+      })
+      return {
+        marks: [...under, ...kindMarks, ...over, crosshair({ x: CROSSHAIR, y: false })],
+        scales: buildScales({ input, model, axes, formatX, cls, zoneScale: under.length > 0 }),
+        theme: CHART_THEME,
+        ...(gradients.length > 0 && { gradients }),
+        clip: true,
+        ...(cls === 'compact' && { margin: { left: 0, ...(axes.right && { right: 0 }) } }),
+      }
+    },
+    // Followers paint the crosshair only, unless the chart opts into following tooltips.
+    focus:
+      typeof input.tooltip === 'object' && input.tooltip.onFollow
+        ? 'group-x'
+        : sourceOnlyFocus(input.cursorGroup, input.chartId),
+    maxFocusDistance: Number.POSITIVE_INFINITY,
+    cursor: cursorBinding({
+      group: input.cursorGroup,
+      chartId: input.chartId,
+      keys: model.values,
+      mode: input.cursorResolution ?? 'nearest',
+      pin: input.coarse === true,
+    }),
+    tooltip:
+      input.tooltip === false
+        ? false
+        : tooltipSpec({ input, axes, visible, keys, visibleKeys, formatX }),
+  }
+}