saros 1.6.0

Breaking Changes

• makeme() returns an empty data.frame instead of NULL when no plot or table can be created, simplifying downstream code (e.g. gt::gt() fails if served NULL)
• Resolved issue #372 - descend parameter now works correctly with ordered factors while preserving their inherent level ordering. Ordered factors maintain their natural order as the base, but descend can reverse the display order
• Enhanced custom_palette() to allow priority_palette_codes to supplement base palette when insufficient colors are available
• Improved color palette handling for explicit NA factor levels when using showNA = "always"

New Features

New Functions and Output Types

• New output type: makeme(type = "int_plot_html") for interactive interval plots with violin and box plots
• New function: txt_from_cat_mesos_plots() to generate textual summaries from two categorical mesos-scale plots, highlighting significant differences in selected categories between groups. Supports global settings via global_settings_set() (closes #506)
• New function: crowd_plots_as_tabset() to convert a list of ggplot2 objects (typically from makeme(crowd = ...)) into Quarto tabsets with automatic height calculation and optional download links. Supports both categorical and interval plots with intelligent auto-detection based on plot layers
• New exported function: get_fig_title_suffix_from_ggplot() generates figure title suffixes with N range and optional download links for plots

Enhanced Functionality

• Added support for data_label = "mean" and data_label = "median" in makeme() for type = "cat_*_html" outputs (addresses issue #460)
• Added data_label_position argument to makeme() allowing data labels to be positioned at "center", "bottom", "top", or "above" bars in categorical plots (addresses issue #365)
• Enhanced chr_table_html to support multiple independent variables for displaying background context with open-ended text responses
• Added na_colour parameter to hex_bw() function to allow customization of text color for NA fills (default: "#ffffff")
• Added colour_2nd_binary_cat parameter to girafe() for checkbox plots - when set with checked/not_checked, reverses category order so the second category receives the specified color

Sorting Improvements

• Independent-variable ordering is now computed per dependent variable, allowing indep order to vary per dep; descend_indep now consistently reverses indep order across tables and plots; plots use centralized .indep_order when indep is on the x-axis; ordered indep factors take precedence over sort_indep_by (reversed only when descend_indep=TRUE); legends preserve unused response levels in .category
• Implemented B1 strategy for direct column-based sorting via whitelists. Allowed keys for dependent variables are now centrally defined and enforced; independent variables use a similar whitelist (including .count_total_indep). This prevents accidental sorting on arbitrary or missing columns and clarifies supported behavior
• sort_indep_by now explicitly defaults to ".factor_order" and accepts NULL (treated as ".factor_order"). When no independent variable is provided (indep = NULL), specifying sort_indep_by or descend_indep no longer errors; they are simply ignored
• Improved sorting stability for dependent variables with missing/duplicate labels — internal joins for computing .dep_order now key by .variable_name (unique) instead of .variable_label, preventing many-to-one join errors in edge cases while preserving displayed labels

Bug Fixes & Improvements

Critical Fixes

• CRITICAL: Resolved bug in makeme() where combinations of valid factor variables with all-NA factor variables incorrectly threw "mix of categorical and continuous variables" error. Variable type checking now uses filtered variable lists instead of original lists, preventing premature type validation errors
• Resolved issue #464 - makeme() failures for sigtest_table when dep and indep variables overlap. Now automatically excludes indep variables from dep selection to prevent conflicts

Robustness Improvements

• Added vector length validation in get_fig_title_suffix_from_ggplot() to prevent subscript-out-of-bounds errors when vectorized parameters have mismatched lengths
• n_rng2() now gracefully handles plots not created by makeme() by calculating N from complete cases instead of aborting, and properly handles all-NA and empty .count_per_indep_group values by returning "0" with clear warnings instead of producing infinite values
• crowd_plots_as_tabset() now validates each plot individually in the loop, preventing invalid objects from causing failures
• Improved empty data frame handling throughout - using is.data.frame() and nrow() checks instead of length() for more reliable validation

Other Fixes

• Resolved faceting issue in int_plot_html where label_separator = NULL with independent variables caused violin/boxplot and label geoms to appear in separate facets due to inconsistent string wrapping
• Removed unnecessary "multiple main questions" warning when using label_separator = NULL, as having different main questions is expected behavior
• Corrected double NA check logic in check_bool() function - removed redundant condition that made validation always pass for NA values
• Improved NULL and NA handling in glue_together_range() to prevent edge case failures with empty or invalid data ranges
• Improved robustness of check_no_duplicated_label_suffix() to handle empty data frames and missing columns gracefully
• Enhanced check_sort_by() validation to properly handle empty character vectors with clear error messages
• Improved keep_subitem() to handle character inputs and use factor levels for better NA handling
• Simplified arrange_table_data() sorting logic for better reliability
• Updated documentation reference from ggplot2::theme_set() to ggplot2::set_theme() due to ggplot2 4.0.0
• Fixed custom_palette() in girafe() to properly handle unnamed elements in priority_palette_codes as colors for "NA" category. Previously, unnamed elements were filtered out, causing NA categories to receive no color assignment (appearing as white fill with white text)

Performance Enhancements

• Optimized makeme() examples for 73.8% faster execution (6.6s → 1.7s total). Reduced variable counts and crowd configurations while maintaining educational value
• Updated fig_height_h_barchart2() example for consistency with optimized examples
• Completely rewrote the .spread algorithm in subset_vector() for better spread maximization using evenly spaced positions

Internal Refactoring

• Substantially modularized internal implementation of makeme() into focused helper functions (argument setup, crowd processing, output assembly, validation). Improves readability, testability, and robustness without changing public API (closes #368)
• Split post_process_makeme_data() into focused single-responsibility functions: process_indep_factor_levels() for general factor reversal and process_binary_category_colors() for cat_plot_html-specific binary category processing
• Moved process_binary_category_colors() logic from make_content.cat_plot_html() to girafe(), consolidating all color-related logic in one place
• Refactored checkbox plot handling in girafe() to integrate colour_2nd_binary_cat parameter with convert_to_checkbox_plot() function
• Modularized tabular I/O functionality - renamed pretty_tabular.R to tabular_write.R and extracted tabular_read() function into separate file
• Centralized global constants (sorting whitelists) in zzz.R under .saros.env for easier maintenance
• Extracted duplicate label wrapping logic into apply_label_wrapping() helper function, improving maintainability and consistency
• Added explicit return statement in make_content.int_plot_html() for clarity
• Added .onUnload() function to clean up global options when package is unloaded, preventing option pollution in user's R session
• Using air for consistent code formatting
• CRAN Compliance: Reduced string lengths in documentation for girafe() and makeme() functions to meet CRAN's character limit per line requirement

Development & Testing

• Added comprehensive test coverage for makeme() helper functions with full roxygen2 documentation and @Keywords internal annotation for internal API clarity
• Added comprehensive visual regression testing for int_plot_html using vdiffr snapshot tests covering various scenarios
• Added comprehensive test coverage for utility validation functions and edge cases including all-NA variables
• Added test coverage for global settings support in txt_from_cat_mesos_plots() with proper cleanup using withr::defer()
• Added VS Code configuration for improved development experience
• Added survey package to Suggests for enhanced testing capabilities
• Updated build ignore patterns for coverage reports and library files

saros 1.5.3

• Fix: makeme now handles arguments in parent frame scopes correctly.

saros 1.5.0

Major changes

• Lots of settings for makeme() useful for creating plots comparing a group with all other groups combined, or everyone.
• fig_height_h_barchart() finally works adequately for 90 percent of figure combinations.
• Global settings inheritance for makeme(), make_link(), girafe(), n_range(), n_range2()
• New function makeme(type="int_plot_html") for violin plots

Minor changes

• makeme(type="cat_plot_html") no longer shows a line one the y axis for single variable plots.
• Refactored crosstable.data.frame() and crosstable.survey() methods.
• Many more tests.
• Countless bugfixes.

saros 1.2.0

Major changes

• embed_*-functions are replaced by makeme(type="cat_plot") etc
  • makeme() takes S3-methods which eases expansions.
  • embed_* are thus lifecycle soft-deprecated.

New features

• n_range() gives the n_range for a given dataset, dependent and independent variables.
• n_range2() same as n_range() but takes a makeme()-object for convenience.
• make_link() for generating downloadable figures, tables, data or anything else, on the spot.
• ggsaver() is a minor wrapper to ease using make_link with ggplot2::ggsave().
• fig_height_h_barchart() estimates the optimal figure height for a horizontal barchart.
• fig_height_h_barchart2() same as above, but takes a makeme()-object for convenience.
• makeme.cat_plot() allows sorting within each dependent variable-by-independent variable (facet-sort)

Bugfixes

• Too many to list, but see saros 1.1.0 for some of them.

saros 1.0.4

• Added more arguments for plot text sizes, with more useful defaults for Word and HTML layouts.
• attach_qualtrics_labels is now more flexible.
• Minor fix in sanitize_labels.
• Internal change to accommodate ggplot2 3.5.0.
• Improved performance for argument validation checks.
• setup_access_restrictions now accepts NULL password input.
• setup_access_restrictions now can warn instead of error if rel_parent_path does not exist.
• sort_by now correctly sorts with descend=TRUE for ".upper", etc.
• Fixed list_available_element_types
• Set one long-running test for draft_report to only run on maintainer's local computer.
• sanitize_labels now has option to translate ASCII HTML-escaped characters to unicode.

saros 1.0.1

• Minor fixes for CRAN manual review