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fixup hoverinfo & hovertemplate initial, delta and final flags for waterfalls #3963

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11 changes: 10 additions & 1 deletion src/traces/waterfall/attributes.js
Original file line number Diff line number Diff line change
Expand Up @@ -10,6 +10,9 @@

var barAttrs = require('../bar/attributes');
var lineAttrs = require('../scatter/attributes').line;
var plotAttrs = require('../../plots/attributes');
var hovertemplateAttrs = require('../../components/fx/hovertemplate_attributes');
var constants = require('./constants');
var extendFlat = require('../../lib/extend').extendFlat;
var Color = require('../../components/color');

Expand Down Expand Up @@ -74,7 +77,13 @@ module.exports = {
dy: barAttrs.dy,

hovertext: barAttrs.hovertext,
hovertemplate: barAttrs.hovertemplate,
hovertemplate: hovertemplateAttrs({}, {
keys: constants.eventDataKeys
}),

hoverinfo: extendFlat({}, plotAttrs.hoverinfo, {
flags: ['name', 'x', 'y', 'text', 'initial', 'delta', 'final']
}),

textinfo: {
valType: 'flaglist',
Expand Down
17 changes: 17 additions & 0 deletions src/traces/waterfall/constants.js
Original file line number Diff line number Diff line change
@@ -0,0 +1,17 @@
/**
* Copyright 2012-2019, Plotly, Inc.
* All rights reserved.
*
* This source code is licensed under the MIT license found in the
* LICENSE file in the root directory of this source tree.
*/

'use strict';

module.exports = {
eventDataKeys: [
'initial',
'delta',
'final'
]
};
25 changes: 25 additions & 0 deletions src/traces/waterfall/event_data.js
Original file line number Diff line number Diff line change
@@ -0,0 +1,25 @@
/**
* Copyright 2012-2019, Plotly, Inc.
* All rights reserved.
*
* This source code is licensed under the MIT license found in the
* LICENSE file in the root directory of this source tree.
*/

'use strict';

module.exports = function eventData(out, pt /* , trace, cd, pointNumber */) {
// standard cartesian event data
out.x = 'xVal' in pt ? pt.xVal : pt.x;
out.y = 'yVal' in pt ? pt.yVal : pt.y;

// for funnel
if('initial' in pt) out.initial = pt.initial;
if('delta' in pt) out.delta = pt.delta;
if('final' in pt) out.final = pt.final;

if(pt.xa) out.xaxis = pt.xa;
if(pt.ya) out.yaxis = pt.ya;

return out;
};
44 changes: 35 additions & 9 deletions src/traces/waterfall/hover.js
Original file line number Diff line number Diff line change
Expand Up @@ -38,18 +38,44 @@ module.exports = function hoverPoints(pointData, xval, yval, hovermode) {
var size = (di.isSum) ? di.b + di.s : di.rawS;

if(!di.isSum) {
// format delta numbers:
if(size > 0) {
point.extraText = formatNumber(size) + ' ' + DIRSYMBOL.increasing;
} else if(size < 0) {
point.extraText = '(' + (formatNumber(-size)) + ') ' + DIRSYMBOL.decreasing;
} else {
return;
point.initial = di.b + di.s - size;
point.delta = size;
point.final = point.initial + point.delta;
} else {
point.final = size;
point.initial = di.b;
point.delta = point.final - point.initial;
}

point.finalLabel = formatNumber(point.final);
point.deltaLabel = formatNumber(Math.abs(point.delta));
point.initialLabel = formatNumber(point.initial, 1);

var hoverinfo = di.hi || trace.hoverinfo;
var text = [];
if(hoverinfo && hoverinfo !== 'none' && hoverinfo !== 'skip') {
var isAll = (hoverinfo === 'all');
var parts = hoverinfo.split('+');

var hasFlag = function(flag) { return isAll || parts.indexOf(flag) !== -1; };

if(hasFlag('final') && point.finalLabel !== '') {
text.push('Final: ' + point.finalLabel);
}
if(hasFlag('delta') && point.deltaLabel !== '') {
if(size < 0) {
text.push('(' + point.deltaLabel + ') ' + DIRSYMBOL.decreasing);
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this here should be the deltaLabel value so that

hoverinfo: 'delta'

and

hovertemplate: '%{delta}'

render the same.

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As for Final: and Initial: prefixes, they should not be part of finalLabel / initalLabel.

See example:

https://codepen.io/etpinard/pen/ewJNVJ


In fact, those prefixes should only be there when there are more than 1 of 'initial', 'delta' and 'final' flags.

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@etpinard etpinard Jun 14, 2019

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In brief, xLabel should have the default-formatted label text for x.

I'd argue that the (v) around negative deltas should be considered formatting, but the DIRSMBOL suffixes should not.

So in brief,

v = formatNumber(Math.abs(point.delta));
point.deltaLabel = size < 0 ? '(' + v + ')' : v;

// ...

    if(size < 0) {
                text.push(point.deltaLabel + DIRSYMBOL.decreasing))
      } else {
                text.push(point.deltaLabel +  DIRSYMBOL.increasing);
      }
``

} else {
text.push(point.deltaLabel + ' ' + DIRSYMBOL.increasing);
}
}
if(hasFlag('initial') && point.initialLabel !== '') {
text.push('Initial: ' + point.initialLabel);
}
// display initial value
point.extraText += '<br>Initial: ' + formatNumber(di.b + di.s - size);
}

if(text.length) point.extraText = text.join('<br>');

point.color = getTraceColor(trace, di);

return [point];
Expand Down
2 changes: 2 additions & 0 deletions src/traces/waterfall/index.js
Original file line number Diff line number Diff line change
Expand Up @@ -19,6 +19,8 @@ module.exports = {
plot: require('./plot'),
style: require('./style').style,
hoverPoints: require('./hover'),
eventData: require('./event_data'),

selectPoints: require('../bar/select'),

moduleType: 'trace',
Expand Down
80 changes: 71 additions & 9 deletions test/jasmine/tests/waterfall_test.js
Original file line number Diff line number Diff line change
Expand Up @@ -1379,13 +1379,72 @@ describe('waterfall hover', function() {
.then(done);
});

it('should turn off percentages with hoveinfo none or skip', function(done) {
gd = createGraphDiv();

var mock = Lib.extendDeep({}, require('@mocks/text_chart_arrays'));
mock.data.forEach(function(t, i) {
t.type = 'waterfall';
if(i === 0) {
t.hoverinfo = 'none';
} else {
t.hoverinfo = 'skip';
}
});

function _hover() {
var evt = { xpx: 125, ypx: 150 };
Fx.hover('graph', evt, 'xy');
}

Plotly.plot(gd, mock)
.then(_hover)
.then(function() {
expect(d3.selectAll('g.hovertext').size()).toBe(0);
})
.catch(failTest)
.then(done);
});

it('should turn on percentages with hoveinfo all', function(done) {
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Looks like a <ctrl-c><ctrl-v> gone bad, there are no percentages here 😏

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@archmoj archmoj Jun 14, 2019

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Good eye! It was 2/3am.

gd = createGraphDiv();

var mock = Lib.extendDeep({}, require('@mocks/text_chart_arrays'));
mock.data.forEach(function(t) {
t.type = 'waterfall';
t.base = 1000;
t.hoverinfo = 'all';
});

function _hover() {
var evt = { xpx: 125, ypx: 150 };
Fx.hover('graph', evt, 'xy');
}

Plotly.plot(gd, mock)
.then(_hover)
.then(function() {
assertHoverLabelContent({
nums: [
'1001\nHover text A\nFinal: 1001\n1 ▲\nInitial: 1000',
'1002\nHover text G\nFinal: 1002\n2 ▲\nInitial: 1000',
'1,001.5\na (hover)\nFinal: 1,001.5\n1.5 ▲\nInitial: 1000'
],
name: ['Lines, Marke...', 'Lines and Text', 'missing text'],
axis: '0'
});
})
.catch(failTest)
.then(done);
});

it('should use hovertemplate if specified', function(done) {
gd = createGraphDiv();

var mock = Lib.extendDeep({}, require('@mocks/text_chart_arrays'));
mock.data.forEach(function(t) {
t.type = 'waterfall';
t.hovertemplate = '%{y}<extra></extra>';
t.hovertemplate = t.hovertemplate = 'Value: %{y}<br>SUM: %{final}<br>START: %{initial}<br>DIFF: %{delta}<extra></extra>';
});

function _hover() {
Expand All @@ -1397,11 +1456,14 @@ describe('waterfall hover', function() {
.then(_hover)
.then(function() {
assertHoverLabelContent({
nums: ['1', '2', '1.5'],
nums: [
'Value: 1\nSUM: 1\nSTART: 0\nDIFF: 1',
'Value: 2\nSUM: 2\nSTART: 0\nDIFF: 2',
'Value: 1.5\nSUM: 1.5\nSTART: 0\nDIFF: 1.5'
],
name: ['', '', ''],
axis: '0'
});
// return Plotly.restyle(gd, 'text', ['APPLE', 'BANANA', 'ORANGE']);
})
.catch(failTest)
.then(done);
Expand All @@ -1424,7 +1486,7 @@ describe('waterfall hover', function() {
})
.then(function() {
assertHoverLabelContent({
nums: '2.2\n4.4 ▲\nInitial: −2.2',
nums: '2.2\nFinal: 2.2\n4.4 ▲\nInitial: −2.2',
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Hmm. So wait Final: is new?

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Yes.

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Was this a requirement anywhere?

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No. And we could possibly drop that.
But that make it clear what the value is pointing to.

name: '',
axis: 'E'
});
Expand Down Expand Up @@ -1460,31 +1522,31 @@ describe('waterfall hover', function() {
.then(function() {
var out = _hover(gd, 0, 1000.5, 'closest');
expect(out.yLabelVal).toEqual(1002.201);
expect(out.extraText).toEqual(undefined);
expect(out.extraText).toEqual('Final: $1,002.201m<br>$2.2m ▲<br>Initial: $1,000.001m');
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@etpinard etpinard Jun 14, 2019

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Why did these expectations change?

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We did not fill any extra text for blue bars (totals). But it is pretty useful to display this info for them for example when there is a base other than zero.

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Ok, but what does initial and final refer to for total bars?

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The base and top of the bar.

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I don't think base/top here represent inital and final values.

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Could be displayed in codepen after.

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I agree that initial and final don't make sense in 'total' cases

expect(out.style).toEqual([0, '#4499FF', 0, 1002.201]);
})
.then(function() {
var out = _hover(gd, 1, 1000.5, 'closest');
expect(out.yLabelVal).toEqual(1001.101);
expect(out.extraText).toEqual('($1.1m) ▼<br>Initial: $1,002.201m');
expect(out.extraText).toEqual('Final: $1,001.101m<br>($1.1m) ▼<br>Initial: $1,002.201m');
expect(out.style).toEqual([1, '#FF4136', 1, 1001.101]);
})
.then(function() {
var out = _hover(gd, 2, 1000.5, 'closest');
expect(out.yLabelVal).toEqual(1001.101);
expect(out.extraText).toEqual(undefined);
expect(out.extraText).toEqual('Final: $1,001.101m<br>$1.1m ▲<br>Initial: $1,000.001m');
expect(out.style).toEqual([2, '#4499FF', 2, 1001.101]);
})
.then(function() {
var out = _hover(gd, 3, 1000.5, 'closest');
expect(out.yLabelVal).toEqual(1004.401);
expect(out.extraText).toEqual('$3.3m ▲<br>Initial: $1,001.101m');
expect(out.extraText).toEqual('Final: $1,004.401m<br>$3.3m ▲<br>Initial: $1,001.101m');
expect(out.style).toEqual([3, '#3D9970', 3, 1004.401]);
})
.then(function() {
var out = _hover(gd, 4, 1000.5, 'closest');
expect(out.yLabelVal).toEqual(1004.401);
expect(out.extraText).toEqual(undefined);
expect(out.extraText).toEqual('Final: $1,004.401m<br>$4.4m ▲<br>Initial: $1,000.001m');
expect(out.style).toEqual([4, '#4499FF', 4, 1004.401]);
})
.catch(failTest)
Expand Down