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#' Visualization of a correlation matrix using ggplot2
#' @import ggplot2
#' @importFrom grDevices col2rgb rgb
#' @description \itemize{ \item ggcorrplot(): A graphical display of a
#' correlation matrix using ggplot2. The main plot options are walked through in
#' \href{https://www.datanovia.com/learn/biostatistics/correlation/ggcorrplot-in-r}{ggcorrplot:
#' Correlation Matrix Heatmap in R with ggplot2}. \item cor_pmat(): Compute a
#' correlation matrix p-values, to mark the significant cells. A worked
#' example is in
#' \href{https://www.datanovia.com/learn/biostatistics/correlation/ggcorrplot-in-r}{ggcorrplot:
#' Correlation Matrix Heatmap in R with ggplot2}. }
#' @param corr the correlation matrix to visualize
#' @param method character, the visualization method of correlation matrix to be
#' used. Allowed values are "square" (default), "circle".
#' @param scale.square logical. If \code{TRUE} and \code{method = "square"}, the
#' squares are sized by the absolute correlation (larger square = stronger
#' correlation), in addition to the fill color -- the classic corrplot
#' size-scaled square look. Defaults to \code{FALSE} (constant full-cell
#' squares, the current behavior). Has no effect for \code{method = "circle"}
#' (circles are always sized). Uses \code{circle.scale} to tune the size range.
#' As with \code{method = "circle"}, coefficient labels (\code{lab = TRUE}) are
#' drawn at full size and may overflow the smallest squares.
#' @param cell.grid logical. If \code{TRUE}, draw a light rectangle around every
#' cell (behind the glyphs) and remove the through-center gridlines, so the
#' sized glyphs (\code{method = "circle"} or \code{scale.square = TRUE}) sit
#' inside boxed cells -- the corrplot boxed-cell look. Defaults to \code{FALSE}
#' (the current behavior). Has no effect on a full-tile square heatmap
#' (\code{method = "square"} without \code{scale.square}), whose tiles already
#' carry a cell border (\code{outline.color}).
#' @param cell.grid.col the color of the \code{cell.grid} cell borders. Defaults
#' to \code{"grey90"}. Only used when \code{cell.grid = TRUE}.
#' @param lower.method,upper.method character, an optional per-triangle glyph for
#' a mixed layout: one of "square", "circle" or "number" (the coefficient drawn
#' as text, colored by its value on the fill ramp). When either is set, the plot
#' switches to a mixed layout where the lower and upper triangles are drawn
#' separately and the variable names are drawn on the diagonal; a triangle left
#' \code{NULL} uses \code{method}. Both default to \code{NULL} (single-method
#' plot, unchanged). In a mixed layout the single-method significance and label
#' overlays (\code{lab}, \code{sig.stars}, \code{p.mat}, \code{insig},
#' \code{pch*}) do not apply; show coefficients with a "number" triangle instead.
#'
#' Over a light background the "number" text is drawn on a darkened copy of the
#' ramp -- same hues, so warm still reads as positive and cool as negative, but
#' dark enough that a coefficient near zero stays readable instead of washing
#' out. Over a dark background the ramp is used as given, its pale middle being
#' what reads there. The background is taken from \code{ggtheme}; a theme added
#' to the returned plot with \code{+} arrives too late to be seen.
#' @param type character, "full" (default), "lower" or "upper" display. A mixed
#' layout (see \code{lower.method}/\code{upper.method}) always uses the full
#' matrix.
#' @param ggtheme ggplot2 function or theme object. Default value is
#' `theme_minimal`. Allowed values are the official ggplot2 themes including
#' theme_gray, theme_bw, theme_minimal, theme_classic, theme_void, .... Theme
#' objects are also allowed (e.g., `theme_classic()`). A mixed "number" region
#' reads the background from this argument, resolved against the default theme
#' in force when \code{ggcorrplot()} is called, to decide how dark to draw the
#' coefficient text (see \code{lower.method}/\code{upper.method}). So a dark
#' theme belongs here rather than added to the returned plot with \code{+}, and
#' a \code{\link[ggplot2]{theme_set}} issued after the call is not seen.
#' @param title character, title of the graph.
#' @param show.legend logical, if TRUE the legend is displayed.
#' @param legend.title a character string for the legend title. lower
#' triangular, upper triangular or full matrix.
#' @param show.diag NULL or logical, whether display the correlation
#' coefficients on the principal diagonal. If \code{NULL}, the default is to
#' show diagonal correlation for \code{type = "full"} and to remove it when
#' \code{type} is one of "upper" or "lower".
#' @param colors a vector of colors for the fill gradient. The default is a
#' length-3 vector for the low, mid and high correlation values (mapped with
#' \code{\link[ggplot2]{scale_fill_gradient2}}). A vector of any other length
#' (\code{>= 2}) is spread evenly across the scale with
#' \code{\link[ggplot2]{scale_fill_gradientn}}, so an n-color palette (e.g.
#' \code{RColorBrewer::brewer.pal(11, "RdBu")}) can be passed directly.
#' @param palette optional name of a built-in colorblind-safe diverging palette
#' for the fill gradient: \code{"RdBu"} or \code{"PuOr"}. A convenience
#' shortcut for \code{colors}: when set it supplies the gradient (an 11-stop
#' ramp, white at zero, cool = negative / warm = positive) and takes precedence
#' over \code{colors}. Defaults to \code{NULL} (use \code{colors}), so existing
#' calls are unchanged.
#' @param preset optional name of a bundle of publication-grade defaults. The only
#' value, \code{"publication"}, sets white cell outlines and the colorblind-safe
#' \code{"RdBu"} palette in one token. It fills only the arguments you did not
#' supply, so any argument you pass explicitly (e.g. \code{outline.color},
#' \code{colors}, \code{palette}) overrides the preset. Defaults to \code{NULL}
#' (no preset), leaving existing calls unchanged.
#' @param outline.color the outline color of square or circle. Default value is
#' "gray".
#' @param hc.order logical value. If TRUE, correlation matrix will be hc.ordered
#' using hclust function.
#' @param hc.method the agglomeration method to be used in hclust (see ?hclust).
#' @param hc.rect integer or \code{NULL} (default). If an integer \code{k}, draws
#' \code{k} rectangles (no fill) around the clusters obtained by cutting the
#' hierarchical tree, marking the cluster blocks on the diagonal. Requires
#' \code{hc.order = TRUE} and \code{type = "full"} (the boxes span whole
#' diagonal blocks). \code{NULL} (default) draws no rectangles. For a fully
#' custom box style, add your own \code{annotate("rect", ...)} to the returned
#' plot.
#' @param hc.rect.col the outline color of the \code{hc.rect} cluster rectangles.
#' Defaults to \code{"gray30"}; set it to any color that suits your palette
#' (e.g. \code{"black"} for a bolder box, or \code{"white"}). Only used when
#' \code{hc.rect} is set.
#' @param lab logical value. If TRUE, add correlation coefficient on the plot.
#' @param lab_col,lab_size size and color to be used for the correlation
#' coefficient labels. used when lab = TRUE.
#' @param lab_fontface the font face (\code{"plain"}, \code{"bold"},
#' \code{"italic"}, \code{"bold.italic"}) for the correlation coefficient
#' labels. Default is \code{"plain"}. Used when \code{lab = TRUE}.
#' @param sig.stars logical value. If \code{TRUE} and a \code{p.mat} is
#' supplied, significance stars are appended to the coefficient labels
#' (\code{***} for p <= 0.001, \code{**} for p <= 0.01, \code{*} for
#' p <= 0.05), e.g. \code{"-0.85**"}. Only used when \code{lab = TRUE}. Default
#' is \code{FALSE}. When \code{TRUE}, significance is shown by the stars and
#' the \code{insig = "pch"} markers are not drawn. These three thresholds are
#' fixed and are not affected by \code{sig.level}.
#' @param p.mat matrix of p-value. If NULL, arguments sig.level, insig, pch,
#' pch.col, pch.cex is invalid.
#' @param sig.level significant level, if the p-value in p-mat is bigger than
#' sig.level, then the corresponding correlation coefficient is regarded as
#' insignificant. This governs which cells \code{insig = "pch"} marks and
#' \code{insig = "blank"} wipes; the star thresholds used by
#' \code{insig = "stars"} and \code{sig.stars} are fixed (see those arguments)
#' and do not follow \code{sig.level}.
#' @param insig character, how to convey significance from \code{p.mat}: "pch"
#' (default), "blank" or "stars". "pch" adds a character (see \code{pch}) on the
#' glyphs of the insignificant cells; "blank" wipes those glyphs away; "stars"
#' instead marks the SIGNIFICANT cells with significance stars
#' (\code{***}/\code{**}/\code{*} for p <= 0.001/0.01/0.05 -- fixed thresholds,
#' not \code{sig.level}). With the default
#' \code{lab = FALSE} the stars are drawn on their own (in \code{pch.col}, sized
#' by \code{lab_size}) as a standalone significance map; with \code{lab = TRUE}
#' they are appended to the coefficient labels (e.g. \code{"-0.85***"}, as with
#' \code{sig.stars}) so the two do not overprint.
#' @param pch add character on the glyphs of insignificant correlation
#' coefficients (only valid when insig is "pch"). Default value is 4.
#' @param pch.col,pch.cex the color and the cex (size) of pch (only valid when
#' insig is "pch").
#' @param tl.cex,tl.col,tl.srt the size, the color and the string rotation of
#' text label (variable names). \code{tl.col} defaults to \code{NULL}, which
#' inherits the color from the theme.
#' @param tl.vjust,tl.hjust the vertical and horizontal justification of the
#' x-axis text labels, passed to \code{\link[ggplot2]{element_text}}. Both
#' default to \code{1}; adjust them to reposition the variable-name labels.
#' @param digits Decides the number of decimal digits to be displayed (Default:
#' `2`).
#' @param as.is retained for backward compatibility; no longer affects the plot.
#' The axis is now always drawn in the matrix (row/column) order, so the
#' variable-name handling this argument used to control is done internally.
#' @param nsmall the minimum number of digits to the right of the decimal point
#' in the coefficient labels, passed to \code{\link[base]{format}}. Default is
#' \code{0} (no minimum, current behavior). Set e.g. \code{nsmall = 2} to keep
#' trailing zeros (such as 0.70). Only used when \code{lab = TRUE}.
#' @param leading.zero logical. If \code{TRUE} (default), coefficient labels keep
#' the leading zero (e.g. \code{0.23}, \code{-0.67}). Set to \code{FALSE} to
#' drop it (\code{.23}, \code{-.67}), which is common for correlation tables.
#' Only used when \code{lab = TRUE}.
#' @param legend.limit a length-2 numeric vector giving the limits of the fill
#' color scale. Default \code{c(-1, 1)} (suitable for a correlation matrix); set
#' to \code{NULL} to use the data range instead, e.g. for a covariance matrix.
#' @param circle.scale a scaling factor for the circle sizes when
#' \code{method = "circle"}. Default is \code{1}; increase it (e.g.
#' \code{circle.scale = 2}) for larger circles or decrease it for smaller ones,
#' which is useful when the output device size makes the default circles too
#' small or too large. Has no effect when \code{method = "square"}.
#' @param coord.fixed logical value. If \code{TRUE} (default), the plot uses
#' \code{\link[ggplot2]{coord_fixed}} so the cells are square. Set to
#' \code{FALSE} to let the cells fill the plotting area (a non 1:1 aspect
#' ratio), which can look better with many long variable names.
#' @return \itemize{ \item ggcorrplot(): Returns a ggplot2 \item cor_pmat():
#' Returns a matrix containing the p-values of correlations }
#' @examples
#' # Compute a correlation matrix
#' data(mtcars)
#' corr <- round(cor(mtcars), 1)
#' corr
#'
#' # Compute a matrix of correlation p-values
#' p.mat <- cor_pmat(mtcars)
#' p.mat
#'
#' # Visualize the correlation matrix
#' # --------------------------------
#' # method = "square" or "circle"
#' ggcorrplot(corr)
#' ggcorrplot(corr, method = "circle")
#'
#' # Mixed layout: a different glyph per triangle
#' # --------------------------------
#' # numbers in the lower triangle, circles in the upper, names on the diagonal
#' ggcorrplot(corr,
#' lower.method = "number", upper.method = "circle",
#' show.legend = FALSE
#' )
#'
#' # Reordering the correlation matrix
#' # --------------------------------
#' # using hierarchical clustering
#' ggcorrplot(corr, hc.order = TRUE, outline.color = "white")
#' # draw rectangles around the clusters
#' ggcorrplot(corr, hc.order = TRUE, hc.rect = 3, outline.color = "white")
#'
#' # Types of correlogram layout
#' # --------------------------------
#' # Get the lower triangle
#' ggcorrplot(corr,
#' hc.order = TRUE, type = "lower",
#' outline.color = "white"
#' )
#' # Get the upeper triangle
#' ggcorrplot(corr,
#' hc.order = TRUE, type = "upper",
#' outline.color = "white"
#' )
#'
#' # Change colors and theme
#' # --------------------------------
#' # Argument colors
#' ggcorrplot(corr,
#' hc.order = TRUE, type = "lower",
#' outline.color = "white",
#' ggtheme = ggplot2::theme_gray,
#' colors = c("#6D9EC1", "white", "#E46726")
#' )
#'
#' # Add correlation coefficients
#' # --------------------------------
#' # argument lab = TRUE
#' ggcorrplot(corr,
#' hc.order = TRUE, type = "lower",
#' lab = TRUE,
#' ggtheme = ggplot2::theme_dark(),
#' )
#'
#' # Add correlation significance level
#' # --------------------------------
#' # Argument p.mat
#' # Barring the no significant coefficient
#' ggcorrplot(corr,
#' hc.order = TRUE,
#' type = "lower", p.mat = p.mat
#' )
#' # Leave blank on no significant coefficient
#' ggcorrplot(corr,
#' p.mat = p.mat, hc.order = TRUE,
#' type = "lower", insig = "blank"
#' )
#'
#' # Changing number of digits for correlation coeffcient
#' # --------------------------------
#' ggcorrplot(cor(mtcars),
#' type = "lower",
#' insig = "blank",
#' lab = TRUE,
#' digits = 3
#' )
#' @seealso
#' \href{https://www.datanovia.com/learn/biostatistics/correlation/ggcorrplot-in-r}{ggcorrplot:
#' Correlation Matrix Heatmap in R with ggplot2} for worked examples of the
#' plot, and
#' \href{https://www.datanovia.com/learn/biostatistics/correlation/correlation-matrix-in-r}{Correlation
#' Matrix in R: Compute, Visualize & P-values} for computing the matrix and
#' its p-values beforehand.
#' @name ggcorrplot
#' @rdname ggcorrplot
#' @export
# function body
ggcorrplot <- function(corr,
method = c("square", "circle"),
type = c("full", "lower", "upper"),
ggtheme = ggplot2::theme_minimal,
title = "",
show.legend = TRUE,
legend.title = "Corr",
show.diag = NULL,
colors = c("blue", "white", "red"),
outline.color = "gray",
hc.order = FALSE,
hc.method = "complete",
lab = FALSE,
lab_col = "black",
lab_size = 4,
lab_fontface = "plain",
sig.stars = FALSE,
p.mat = NULL,
sig.level = 0.05,
insig = c("pch", "blank", "stars"),
pch = 4,
pch.col = "black",
pch.cex = 5,
tl.cex = 12,
tl.col = NULL,
tl.srt = 45,
tl.vjust = 1,
tl.hjust = 1,
digits = 2,
as.is = FALSE,
nsmall = 0L,
leading.zero = TRUE,
legend.limit = c(-1, 1),
circle.scale = 1,
coord.fixed = TRUE,
lower.method = NULL,
upper.method = NULL,
hc.rect = NULL,
palette = NULL,
preset = NULL,
hc.rect.col = "gray30",
scale.square = FALSE,
cell.grid = FALSE,
cell.grid.col = "grey90") {
type <- match.arg(type)
method <- match.arg(method)
# Resolve on insig[1] (not match.arg(insig)) so a caller passing the old
# documented default vector explicitly -- insig = c("pch", "blank") -- still
# collapses to its first element instead of erroring: match.arg() only accepts
# a multi-value arg when it is identical to the full choices set, and adding
# "stars" made c("pch", "blank") non-identical. Scalar/partial matching and the
# default are unchanged.
insig <- match.arg(insig[1], c("pch", "blank", "stars"))
# A preset is a bundle of "publication-grade" defaults (white cell outlines and
# a colorblind-safe diverging palette). It fills ONLY the arguments the caller
# did not supply -- detected with missing() BEFORE any reassignment, so an
# explicit argument always overrides the preset, and preset = NULL (the default)
# changes nothing. This must run above the palette block, which reassigns
# `colors`/`palette`.
if (!is.null(preset)) {
preset <- match.arg(preset, "publication")
if (missing(outline.color)) outline.color <- "white"
# Reach for the preset palette only when the caller pinned neither `palette`
# nor `colors`, so an explicit `colors` is never clobbered.
if (missing(palette) && missing(colors)) palette <- "RdBu"
}
# A named colorblind-safe diverging palette is a convenience shortcut for
# `colors`: when set (non-NULL, the default), it supplies the fill gradient and
# takes precedence over `colors`. `palette = NULL` leaves `colors` untouched, so
# every existing call is unchanged.
if (!is.null(palette)) {
palette <- match.arg(palette, c("RdBu", "PuOr"))
colors <- .ggcorrplot_palette(palette)
}
if (is.null(show.diag)) {
if (type == "full") {
show.diag <- TRUE
} else {
show.diag <- FALSE
}
}
# Mixed layout: a different glyph per triangle (and the diagonal), requested via
# the per-triangle arguments. Mixed mode fires only when at least one of them is
# set, so every call that leaves them NULL (all existing calls) takes the
# unchanged single-method path below and is byte-identical. "number" (a text
# coefficient) is a value of these per-triangle arguments only; it is
# deliberately NOT added to the scalar `method` choice set, whose match.arg must
# keep resolving c("square","circle") to "square" (#85). The diagonal always
# shows the variable names in a mixed layout (there is intentionally no
# `diag.*` argument: any such name would start with "d" and make an abbreviated
# `digits` call, e.g. `ggcorrplot(x, d = 2)`, ambiguous -- a CRAN regression).
mixed <- !is.null(lower.method) || !is.null(upper.method)
if (mixed) {
glyphs <- c("square", "circle", "number")
lower.method <- if (is.null(lower.method)) method else match.arg(lower.method, glyphs)
upper.method <- if (is.null(upper.method)) method else match.arg(upper.method, glyphs)
# A mixed layout draws both triangles and the diagonal, i.e. the full matrix.
type <- "full"
show.diag <- TRUE
# The single-method coefficient/significance overlays do not apply to a mixed
# layout (the coefficients are a region glyph via lower/upper.method =
# "number"). Tell the user rather than dropping their arguments silently.
if (lab || sig.stars || !is.null(p.mat)) {
message(
"In a mixed layout, `lab`, `sig.stars`, `p.mat`, `insig` and `pch*` are ",
"not applied; use lower.method/upper.method = \"number\" to show the ",
"coefficients."
)
}
}
if (inherits(corr, "cor_mat")) {
# cor_mat object from rstatix
cor.mat <- corr
corr <- .tibble_to_matrix(cor.mat)
p.mat <- .tibble_to_matrix(attr(cor.mat, "pvalue"))
}
if (!is.matrix(corr) & !is.data.frame(corr)) {
stop("Need a matrix or data frame!")
}
corr <- as.matrix(corr)
if (mixed) {
if (nrow(corr) != ncol(corr)) {
stop("A mixed layout (lower.method/upper.method) requires a square ",
"correlation matrix.", call. = FALSE)
}
# The mixed layout splits cells by grid position and names the diagonal from
# the row variable, so the diagonal is only meaningful when the row and column
# names match (as they do for any correlation matrix). Refuse a square matrix
# with differing row/column names rather than silently mislabelling it.
if (!identical(rownames(corr), colnames(corr))) {
stop("A mixed layout requires the correlation matrix to have matching row ",
"and column names.", call. = FALSE)
}
}
# Transform the correlation (and matching p-value) matrix into the long
# data frames the plot is built from: reorder, round, mask a triangle, melt,
# and join per-cell significance. Extracted so the mixed-method path can reuse
# exactly the same pipeline (P0.0). Returns the melted `corr` data frame and
# the insignificant-cells `p.mat` data frame (or NULL).
built <- .build_corr_df(
corr = corr, p.mat = p.mat, type = type, show.diag = show.diag,
hc.order = hc.order, hc.method = hc.method, digits = digits,
sig.level = sig.level,
# A mixed layout does not overlay significance, so the insig = "blank"
# value-zeroing must not run here: otherwise a "number" region would print a
# literal 0 for a non-significant cell instead of its coefficient. Force the
# non-blanking path when mixed so the numbers stay the true coefficients.
insig = if (mixed) "pch" else insig,
as.is = as.is
)
corr <- built$corr
p.mat <- built$p.mat
hc <- built$hc
# heatmap
if (mixed) {
# Pin BOTH axes to ONE level order, taken from the matrix order that
# .build_corr_df() already established: its factor levels for a named matrix,
# or the sorted integer indices for an unnamed one (which melts to 1..n).
# Deriving the two axes independently from the order the cells happen to
# appear in after melt() dropped the NA cells puts them out of step whenever
# the NA pattern is ragged -- cor(x, use = "pairwise.complete.obs") with a
# non-co-occurring pair, or a zero-variance column, both produce one -- and
# then the region split below compares positions on two different axes, so
# the diagonal name region lands on cells that are not self-pairs and
# silently mislabels them. A level absent from the data on BOTH axes (an
# all-NA variable) is dropped so the drop = FALSE axes do not resurrect it as
# an empty band; a variable that still has data on one axis is kept.
lvls <- if (is.factor(corr$Var1)) {
levels(corr$Var1)
} else {
as.character(sort(unique(c(corr$Var1, corr$Var2))))
}
present <- unique(c(as.character(corr$Var1), as.character(corr$Var2)))
lvls <- lvls[lvls %in% present]
corr$Var1 <- factor(as.character(corr$Var1), levels = lvls)
corr$Var2 <- factor(as.character(corr$Var2), levels = lvls)
# One glyph per region, each drawn from its own subset of the cells. The base
# plot carries no global fill so the text glyphs ("number"/"name") are not
# forced to inherit it; each glyph layer sets the aesthetics it needs.
p <- ggplot2::ggplot(
data = corr,
mapping = ggplot2::aes(x = .data[["Var1"]], y = .data[["Var2"]])
)
p <- p + .mixed_layers(
corr, lower.method, upper.method,
outline.color = outline.color, circle.scale = circle.scale,
lab_size = lab_size, tl.cex = tl.cex, tl.col = tl.col,
digits = digits, nsmall = nsmall, leading.zero = leading.zero,
scale.square = scale.square,
cell.grid = cell.grid, cell.grid.col = cell.grid.col
)
# A mixed layout always boxes at least the diagonal (name) region when
# cell.grid = TRUE, so the gridline blanking below is always consistent here.
draw.cell.grid <- cell.grid
} else {
p <-
ggplot2::ggplot(
data = corr,
mapping = ggplot2::aes(x = .data[["Var1"]], y = .data[["Var2"]], fill = .data[["value"]])
)
# cell.grid: draw a light cell-rectangle grid BEHIND the sized glyphs so they
# sit inside boxed cells (the corrplot look). Added before the glyph layer so
# it renders underneath. Skipped for a full-tile square heatmap (method =
# "square" without scale.square): its geom_tile already carries a cell border
# (outline.color), so a second border would double-draw. fill = NA overrides
# the inherited aes(fill = value) for drawing while still training the same
# fill scale as the glyph layer (byte-identical fill legend).
draw.cell.grid <- cell.grid && !(method == "square" && !scale.square)
if (draw.cell.grid) {
p <- p + ggplot2::geom_tile(fill = NA, colour = cell.grid.col)
}
# modification based on method (extracted so the mixed-method path can request
# a different glyph per triangle from the same builder, P0.0)
p <- p + .method_layer(method,
outline.color = outline.color, circle.scale = circle.scale,
scale.square = scale.square
)
}
# adding colors
if (length(colors) < 2) {
stop("'colors' must contain at least 2 colors.", call. = FALSE)
}
if (length(colors) == 3) {
p <- p + ggplot2::scale_fill_gradient2(
low = colors[1],
high = colors[3],
mid = colors[2],
midpoint = 0,
limit = legend.limit,
space = "Lab",
name = legend.title
)
} else {
# any palette that is not exactly low/mid/high: spread the colors evenly
# across the scale with gradientn. Lets users pass e.g. an 11-color
# RColorBrewer palette directly, without adding a second fill scale (#52).
p <- p + ggplot2::scale_fill_gradientn(
colours = colors,
limits = legend.limit,
name = legend.title
)
}
# A "number" region colours its text by the correlation value, so it needs a
# colour scale that matches the fill scale. When a square/circle region also
# draws fill, that fill scale carries the legend and the (redundant) colour
# guide is suppressed; when numbers are the ONLY value encoding (e.g. both
# triangles are "number"), the colour scale carries the legend instead, so the
# plot is never left legend-less.
if (mixed && "number" %in% c(lower.method, upper.method)) {
has_fill_glyph <- any(c(lower.method, upper.method) %in% c("square", "circle"))
colour_name <- if (has_fill_glyph) ggplot2::waiver() else legend.title
# Text needs contrast that a fill does not: the fill ramp is centered on
# white, so mapping the coefficient TEXT onto it unchanged makes every
# near-zero coefficient invisible against the panel -- and a blank cell in a
# correlogram reads as removed/non-significant, so an unreadable number is
# misleading, not merely faint. Darken the ramp for the text only, keeping
# each stop's hue (so warm = positive / cool = negative still reads at a
# glance) but capping its luminance -- and only when the panel is light, since
# on a dark panel the pale middle is already the readable end.
text_colors <- if (.panel_is_light(ggtheme)) .legible_text_colors(colors) else colors
if (length(colors) == 3) {
p <- p + ggplot2::scale_colour_gradient2(
low = text_colors[1], high = text_colors[3], mid = text_colors[2],
midpoint = 0, limit = legend.limit, space = "Lab", name = colour_name
)
} else {
p <- p + ggplot2::scale_colour_gradientn(
colours = text_colors, limits = legend.limit, name = colour_name
)
}
if (has_fill_glyph) p <- p + ggplot2::guides(colour = "none")
}
# depending on the class of the object, add the specified theme
if (class(ggtheme)[[1]] == "function") {
p <- p + ggtheme()
} else if (class(ggtheme)[[1]] == "theme") {
p <- p + ggtheme
}
p <- p +
ggplot2::theme(
axis.text.x = ggplot2::element_text(
angle = tl.srt,
vjust = tl.vjust,
size = tl.cex,
hjust = tl.hjust,
colour = tl.col
),
axis.text.y = ggplot2::element_text(size = tl.cex, colour = tl.col)
)
# cell.grid replaces the through-center gridlines with per-cell rectangles, so
# blank the panel grid (added after the theme() above so it wins). Gated on
# draw.cell.grid -- TRUE only when boxes were actually drawn -- so a full-tile
# square heatmap (which draws no box and keeps its gridlines behind the opaque
# tiles) is genuinely untouched, matching the documented "no effect". This also
# keeps a lower/upper full-tile square's gridlines in the blank triangle intact.
if (draw.cell.grid) {
p <- p + ggplot2::theme(
panel.grid.major = ggplot2::element_blank(),
panel.grid.minor = ggplot2::element_blank()
)
}
if (coord.fixed) {
p <- p + ggplot2::coord_fixed()
} else {
p <- p + ggplot2::coord_cartesian()
}
# The coefficient-label overlay and the significance glyphs are single-method
# features. In a mixed layout the coefficients are a region glyph
# (method.* = "number") and significance is not overlaid, so this whole block
# is skipped; a non-mixed call runs it exactly as before.
if (!mixed) {
label <- .format_coef(corr[, "value"], digits = digits, nsmall = nsmall,
leading.zero = leading.zero)
# Append significance stars to the coefficient labels for sig.stars, and also
# for insig = "stars" when labels are shown (lab = TRUE): the stars share the
# label's cell center, so routing them into the suffix here -- rather than
# adding the standalone geom_text below -- avoids two text layers overprinting
# into illegible output. For all other insig values this reduces to the
# sig.stars condition exactly as before (byte-identical).
if ((sig.stars || insig == "stars") && !is.null(p.mat)) {
label <- paste0(label, .sig_stars(corr$pvalue))
}
if (!is.null(p.mat) & insig == "blank") {
ns <- corr$pvalue > sig.level
ns[is.na(ns)] <- FALSE
if (sum(ns) > 0) label[ns] <- " "
}
# matrix cell labels
if (lab) {
p <- p +
ggplot2::geom_text(
mapping = ggplot2::aes(x = .data[["Var1"]], y = .data[["Var2"]]),
label = label,
color = lab_col,
size = lab_size,
fontface = lab_fontface
)
}
# matrix cell glyphs
if (!is.null(p.mat) & insig == "pch" & !sig.stars) {
p <- p + ggplot2::geom_point(
data = p.mat,
mapping = ggplot2::aes(x = .data[["Var1"]], y = .data[["Var2"]]),
shape = pch,
size = pch.cex,
color = pch.col
)
}
# standalone significance stars: mark the SIGNIFICANT cells with */**/***
# (non-significant cells get nothing) as a significance-only map. Only drawn
# when lab = FALSE; with lab = TRUE the stars are appended to the coefficient
# labels above (numbers + stars, one text layer) so the two do not overprint.
if (!is.null(p.mat) & insig == "stars" & !lab) {
p <- p + ggplot2::geom_text(
mapping = ggplot2::aes(x = .data[["Var1"]], y = .data[["Var2"]]),
label = .sig_stars(corr$pvalue),
color = pch.col,
size = lab_size
)
}
}
# cluster rectangles: draw hc.rect boxes around the k clusters obtained by
# cutting the dendrogram. Requires hc.order (so the variables are in dendrogram
# order and each cluster is a contiguous block). The blocks are full squares on
# the diagonal, so they are only meaningful on the full matrix -- on a lower/
# upper triangle a box would extend over the blanked half. Added on top of the
# glyphs.
if (!is.null(hc.rect)) {
if (!hc.order) {
stop("hc.rect requires hc.order = TRUE.", call. = FALSE)
}
if (type != "full") {
stop("hc.rect requires type = \"full\"; the cluster boxes span the whole ",
"diagonal block and would extend over the hidden triangle otherwise.",
call. = FALSE)
}
# The box positions are grid indices 1..n in dendrogram order; they line up
# because .build_corr_df() coerces the axis to a factor in that order, so
# numeric-looking or as.is names no longer sort the axis by value/alphabet.
k <- hc.rect
n <- length(hc$order)
if (!is.numeric(k) || length(k) != 1L || is.na(k) || k < 1 || k > n ||
k != as.integer(k)) {
stop("hc.rect must be a single integer between 1 and ", n,
" (the number of variables).", call. = FALSE)
}
b <- .hc_rect_bounds(hc, k)
# No linewidth/size: the default border keeps this compatible with the
# declared ggplot2 floor (linewidth is a ggplot2 >= 3.4.0 aesthetic).
p <- p + ggplot2::annotate(
"rect",
xmin = b$lo - 0.5, xmax = b$hi + 0.5,
ymin = b$lo - 0.5, ymax = b$hi + 0.5,
fill = NA, colour = hc.rect.col
)
}
# add titles
if (title != "") {
p <- p +
ggplot2::ggtitle(title)
}
# removing legend
if (!show.legend) {
p <- p +
ggplot2::theme(legend.position = "none")
}
# removing panel
p <- p +
.no_panel()
p
}
#' Compute the matrix of correlation p-values
#'
#' @details \code{cor_pmat()} tests each pair of columns with
#' \code{\link[stats]{cor.test}}. A pair with fewer than three overlapping
#' non-missing observations (which \code{\link[stats]{cor.test}} cannot test,
#' e.g. two variables that never co-occur) yields \code{NA} for that cell
#' rather than aborting the whole computation. Pairs that can be tested are
#' computed as before, and errors they raise are passed through.
#'
#' The \code{use} argument controls which pairs are returned as \code{NA} so
#' the p-value matrix can be aligned with a correlation matrix built the same
#' way. With the default \code{"pairwise.complete.obs"} every pair that has
#' enough overlapping observations is tested (the previous behavior). With
#' \code{"everything"} a pair is set to \code{NA} whenever either variable has
#' any missing value, so the \code{NA} pattern matches
#' \code{\link[stats]{cor}(x)} with its default \code{use = "everything"}.
#'
#' @param x numeric matrix or data frame
#' @param ... other arguments to be passed to the function cor.test.
#' @param use character, how to treat pairs involving missing values when
#' deciding which cells are \code{NA}. Either \code{"pairwise.complete.obs"}
#' (default; test every pair that has enough overlapping observations) or
#' \code{"everything"} (set a pair to \code{NA} as soon as either variable has
#' a missing value, matching \code{\link[stats]{cor}}'s default). Mirrors the
#' corresponding values of \code{\link[stats]{cor}}'s \code{use} argument.
#' @seealso
#' \href{https://www.datanovia.com/learn/biostatistics/correlation/correlation-test-in-r}{Correlation
#' Test in R: Pearson, Spearman & Kendall} for the test behind the p-values.
#' @rdname ggcorrplot
#' @export
cor_pmat <- function(x, ..., use = c("pairwise.complete.obs", "everything")) {
use <- match.arg(use)
# initializing values
mat <- as.matrix(x)
n <- ncol(mat)
p.mat <- matrix(NA, n, n)
diag(p.mat) <- 0
# Pattern of pairs to leave as NA, taken from cor() under the same `use`, so
# the result can be aligned with a cor(x, use = ...) matrix (#51). This is
# missingness-driven, so it does not depend on the correlation method passed
# through `...`; computing the mask with cor()'s default (pearson) is fine.
cor_mask <- stats::cor(mat, use = use)
# creating the p-value matrix
for (i in 1:(n - 1)) {
for (j in (i + 1):n) {
if (is.na(cor_mask[i, j])) {
# cor() could not compute this pair under `use`: leave it NA.
p.mat[i, j] <- p.mat[j, i] <- NA_real_
} else {
# a pair with too few overlapping observations (e.g. two variables that
# never co-occur) makes cor.test() error; return NA for that cell instead
# of aborting the whole matrix (#51). The NA substitution is gated on the
# overlap count, so for any pair that CAN be tested (>= 3 overlapping obs)
# a genuine error (bad method =, non-numeric input, ...) is re-raised and
# still surfaces loudly instead of silently becoming NA.
p.mat[i, j] <- p.mat[j, i] <- tryCatch(
stats::cor.test(mat[, i], mat[, j], ...)$p.value,
error = function(e) {
if (sum(stats::complete.cases(mat[, i], mat[, j])) < 3) {
NA_real_
} else {
stop(e)
}
}
)
}
}
}
# name rows and columns of the p-value matrix
colnames(p.mat) <- rownames(p.mat) <- colnames(mat)
# return the final matrix
p.mat
}
#+++++++++++++++++++++++
# Helper Functions
#+++++++++++++++++++++++
# Reorder -> round -> mask a triangle -> melt -> join per-cell significance.
# Takes the already-coerced correlation matrix and (optional) p-value matrix and
# the resolved show.diag, and returns the two long data frames the plot layers
# are built from:
# $corr : melted correlation data frame (Var1, Var2, value, pvalue, signif,
# [coef], abs_corr)
# $p.mat : the insignificant-cells data frame used by the insig = "pch" layer,
# or NULL when no p.mat was supplied.
# Behaviour is identical to the inline pipeline it was extracted from (P0.0); the
# order of operations matters (round happens AFTER clustering and the
# significance test, #14/#25) and is preserved exactly.
.build_corr_df <- function(corr, p.mat, type, show.diag, hc.order, hc.method,
digits, sig.level, insig, as.is) {
# Reordering and the triangular layouts require a square matrix; a non-square
# (m x n) correlation matrix can only be shown in full (#5, #10).
if (nrow(corr) != ncol(corr)) {
if (hc.order) {
stop("hc.order = TRUE requires a square correlation matrix.")
}
if (type != "full") {
stop("type = '", type, "' requires a square correlation matrix; ",
"use type = 'full' for a non-square matrix.")
}
}
# Order on the unrounded matrix so the internal rounding below does not
# introduce ties that perturb the hierarchical clustering (#14).
hc <- NULL
if (hc.order) {
hc <- .hc_cormat_order(corr, hc.method = hc.method)
ord <- hc$order
corr <- corr[ord, ord]
if (!is.null(p.mat)) {
p.mat <- p.mat[ord, ord]
}
}
corr <- base::round(x = corr, digits = digits)
if (!show.diag) {
corr <- .remove_diag(corr)
p.mat <- .remove_diag(p.mat)
}
# Get lower or upper triangle
if (type == "lower") {
corr <- .get_lower_tri(corr, show.diag)
p.mat <- .get_lower_tri(p.mat, show.diag)
} else if (type == "upper") {
corr <- .get_upper_tri(corr, show.diag)
p.mat <- .get_upper_tri(p.mat, show.diag)
}
# The plot must display the variables in the matrix row/column order (which
# carries the hc.order reordering). Capture that order before melting, then
# coerce the axis back to a factor with these levels so the display order never
# depends on how the names happen to sort (#37). Melting with as.is = TRUE keeps
# the dimnames VERBATIM -- reshape2::melt's default type-conversion would turn
# numeric-looking names into their numeric values, so as.character() of a
# non-canonical name (e.g. "01", "1.10", "1e2") would no longer match the
# captured level and every cell would collapse to NA. `unique()` guards the
# pathological case of duplicated names (which would otherwise error on the
# factor's duplicate levels).
# Only named axes carry a meaningful order to preserve; an unnamed axis melts to
# integer indices 1..n, which are already in row order, so it is left exactly as
# before (a continuous axis) -- coercing it would be an unnecessary behavior
# change for that input. Rows and columns are gated independently so a
# partially-named matrix keeps whichever axis has names.
row_levels <- if (!is.null(rownames(corr))) unique(rownames(corr)) else NULL
col_levels <- if (!is.null(colnames(corr))) unique(colnames(corr)) else NULL
# Melt corr and pmat
corr <- reshape2::melt(corr, na.rm = TRUE, as.is = TRUE)
colnames(corr) <- c("Var1", "Var2", "value")
if (!is.null(row_levels)) corr$Var1 <- factor(as.character(corr$Var1), levels = row_levels)
if (!is.null(col_levels)) corr$Var2 <- factor(as.character(corr$Var2), levels = col_levels)
corr$pvalue <- rep(NA, nrow(corr))
corr$signif <- rep(NA, nrow(corr))
if (!is.null(p.mat)) {
p.mat <- reshape2::melt(p.mat, na.rm = TRUE, as.is = TRUE)
colnames(p.mat) <- c("Var1", "Var2", "value")
if (!is.null(row_levels)) p.mat$Var1 <- factor(as.character(p.mat$Var1), levels = row_levels)
if (!is.null(col_levels)) p.mat$Var2 <- factor(as.character(p.mat$Var2), levels = col_levels)
# Match each p-value to its correlation cell by (Var1, Var2) rather than by
# row position, so a differing NA pattern between corr and p.mat cannot
# misalign them (or raise a length error). When the patterns match, the
# match is the identity and the result is byte-identical.
idx <- match(
paste(corr$Var1, corr$Var2, sep = "\r"),
paste(p.mat$Var1, p.mat$Var2, sep = "\r")
)
corr$coef <- corr$value
corr$pvalue <- p.mat$value[idx]
corr$signif <- as.numeric(corr$pvalue <= sig.level)
p.mat <- subset(p.mat, p.mat$value > sig.level)
# keep significance markers only for cells present in the correlation plot
p.mat <- p.mat[paste(p.mat$Var1, p.mat$Var2, sep = "\r") %in%
paste(corr$Var1, corr$Var2, sep = "\r"), ]
if (insig == "blank") {
# a cell with no matching p-value (unknown significance) is kept as-is
keep <- ifelse(is.na(corr$signif), 1, corr$signif)
corr$value <- corr$value * keep
}
} else {
p.mat <- NULL
}
corr$abs_corr <- abs(corr$value) * 10
# `hc` is the hclust object when hc.order = TRUE (needed for hc.rect), else NULL.
list(corr = corr, p.mat = p.mat, hc = hc)
}
# Build the glyph layer(s) for a given method. Returns a list of ggplot
# components so the caller can add them with a single `+` (and so the
# mixed-method path can request a different glyph per triangle, P0.0).
.method_layer <- function(method, outline.color, circle.scale, scale.square = FALSE) {
if (method == "square" && !scale.square) {
list(ggplot2::geom_tile(color = outline.color))
} else if (method == "square" && scale.square) {
# size-scaled squares (corrplot-style): a filled square (shape 22) whose size
# encodes |r|, mirroring the sized-circle glyph. Only reached when the caller
# opts in with scale.square = TRUE, so the default square heatmap is unchanged.
list(
ggplot2::geom_point(
color = outline.color,
shape = 22,
ggplot2::aes(size = .data[["abs_corr"]])
),
ggplot2::scale_size(range = c(4, 10) * circle.scale),
ggplot2::guides(size = "none")
)
} else if (method == "circle") {
list(
ggplot2::geom_point(
color = outline.color,
shape = 21,
ggplot2::aes(size = .data[["abs_corr"]])
),
ggplot2::scale_size(range = c(4, 10) * circle.scale),
ggplot2::guides(size = "none")
)
}
}
# Format the correlation coefficients for display: round to `digits`, optionally
# pad to `nsmall` decimals, optionally drop the leading zero. Shared by the
# single-method label overlay and the mixed "number" glyph so they format the
# same way.
.format_coef <- function(x, digits, nsmall, leading.zero) {
label <- round(x = x, digits = digits)
if (nsmall > 0) label <- format(label, nsmall = nsmall, trim = TRUE)
if (!leading.zero) {
# drop the leading zero of values in (-1, 1), e.g. 0.23 -> .23, -0.67 -> -.67
# (idiom from @PawelKulawiak, #15). The \\b keeps values like 1.00 untouched.
label <- gsub("\\b0(\\.\\d+)", "\\1", label)
}
label
}
# Significance stars for a vector of p-values: "***" p <= 0.001, "**" p <= 0.01,
# "*" p <= 0.05, "" otherwise (and "" for NA). The cut() breaks below are
# right-closed, so each threshold is inclusive. Shared by the sig.stars label
# suffix and the standalone insig = "stars" glyph so both use one definition.
.sig_stars <- function(pvalue) {
stars <- as.character(cut(pvalue,
breaks = c(-Inf, 0.001, 0.01, 0.05, Inf),
labels = c("***", "**", "*", "")
))
stars[is.na(stars)] <- ""
stars
}
# Build the layers for a mixed layout: a per-triangle glyph over the lower
# triangle (Var1 index > Var2 index) and the upper triangle, plus the variable
# names on the diagonal. Each region is a subset of the melted correlation data
# frame drawn with its own layer so the glyphs can differ. "square"/"circle" draw
# the usual glyphs; "number" draws the coefficient as text colored by value
# (matched by a colour scale added in the caller); the diagonal always draws the
# variable name. Returns a list of ggplot components.
.mixed_layers <- function(df, lower.method, upper.method,
outline.color, circle.scale, lab_size, tl.cex, tl.col,
digits, nsmall, leading.zero, scale.square = FALSE,
cell.grid = FALSE, cell.grid.col = "grey90") {
xi <- as.integer(df$Var1)
yi <- as.integer(df$Var2)
regions <- list(
list(data = df[xi > yi, , drop = FALSE], method = lower.method),
list(data = df[xi < yi, , drop = FALSE], method = upper.method),
list(data = df[xi == yi, , drop = FALSE], method = "name")
)
layers <- list()
has_sized <- FALSE
for (r in regions) {
d <- r$data
if (nrow(d) == 0) next
m <- r$method
# cell.grid: box every region behind its glyph, EXCEPT a full-tile square
# region (m == "square" without scale.square), whose geom_tile already draws
# an outline.color border -- a second box would double-draw. Added before the
# region's glyph so it renders underneath. fill = NA (no aes fill inherited
# from the mixed base plot) draws only the border.
if (cell.grid && !(m == "square" && !scale.square)) {
layers <- c(layers, list(ggplot2::geom_tile(
data = d, fill = NA, colour = cell.grid.col
)))
}
if (m == "square" && !scale.square) {
layers <- c(layers, list(ggplot2::geom_tile(
data = d,
mapping = ggplot2::aes(fill = .data[["value"]]),
color = outline.color
)))
} else if (m == "square" && scale.square) {
has_sized <- TRUE
layers <- c(layers, list(ggplot2::geom_point(
data = d,
mapping = ggplot2::aes(fill = .data[["value"]], size = .data[["abs_corr"]]),
color = outline.color, shape = 22
)))
} else if (m == "circle") {
has_sized <- TRUE
layers <- c(layers, list(ggplot2::geom_point(
data = d,
mapping = ggplot2::aes(fill = .data[["value"]], size = .data[["abs_corr"]]),
color = outline.color, shape = 21
)))
} else if (m == "number") {
layers <- c(layers, list(ggplot2::geom_text(
data = d,
mapping = ggplot2::aes(colour = .data[["value"]]),
label = .format_coef(d$value, digits, nsmall, leading.zero),
size = lab_size
)))
} else if (m == "name") {
layers <- c(layers, list(ggplot2::geom_text(
data = d,
mapping = ggplot2::aes(label = .data[["Var1"]]),
colour = if (is.null(tl.col)) "black" else tl.col,
size = tl.cex / 3
)))
}
}
if (has_sized) {
layers <- c(layers, list(
ggplot2::scale_size(range = c(4, 10) * circle.scale),
ggplot2::guides(size = "none")
))
}
# Each region is a separate layer over a subset of the cells, so a variable
# absent from one region's subset (e.g. the first variable never appears in the
# lower triangle) would otherwise make ggplot infer that axis's order from the
# cells it does see, misaligning the two axes and bending the diagonal. Pin both
# axes to the full variable order so every cell lands on the shared grid.
lvls_x <- if (is.factor(df$Var1)) levels(df$Var1) else unique(as.character(df$Var1))
lvls_y <- if (is.factor(df$Var2)) levels(df$Var2) else unique(as.character(df$Var2))
layers <- c(layers, list(
ggplot2::scale_x_discrete(limits = lvls_x, drop = FALSE),
ggplot2::scale_y_discrete(limits = lvls_y, drop = FALSE)
))
layers
}
# Get lower triangle of the correlation matrix
.get_lower_tri <- function(cormat, show.diag = FALSE) {
if (is.null(cormat)) {
return(cormat)
}
cormat[upper.tri(cormat)] <- NA
if (!show.diag) {
diag(cormat) <- NA
}
return(cormat)
}
# Get upper triangle of the correlation matrix
.get_upper_tri <- function(cormat, show.diag = FALSE) {
if (is.null(cormat)) {
return(cormat)
}
cormat[lower.tri(cormat)] <- NA
if (!show.diag) {
diag(cormat) <- NA
}
return(cormat)
}
.remove_diag <- function(cormat) {
if (is.null(cormat)) {
return(cormat)
}
if (nrow(cormat) == ncol(cormat)) {
diag(cormat) <- NA
} else {
# A non-square (m x n) matrix has no positional diagonal: `diag(cormat) <- NA`
# would blank min(m, n) cells at (1,1), (2,2), ... regardless of what variables
# sit there, wiping the wrong cells. Remove only the genuine self-pairs -- cells
# whose row and column name the same variable -- so a matrix whose row and column
# variables are disjoint keeps every cell.
rn <- rownames(cormat)
cn <- colnames(cormat)
if (!is.null(rn) && !is.null(cn)) {
cormat[outer(rn, cn, `==`)] <- NA
} else {
# Unnamed matrix: there are no names to identify self-pairs by, so keep the
# historical positional removal (unchanged from previous behavior).
diag(cormat) <- NA
}
}
cormat
}
# Named colorblind-safe diverging palettes, as hardcoded hex vectors (the package
# targets R >= 3.3, which predates hcl.colors(), and Imports are kept minimal, so
# the values are not computed at run time). Each is an 11-stop ColorBrewer
# diverging ramp with white at the center, ordered low -> high (cool = negative,
# warm = positive) to match the default colors = c("blue", "white", "red")
# polarity. Verified against RColorBrewer::brewer.pal(11, .) at development time.
.ggcorrplot_palette <- function(name) {
switch(name,
RdBu = c(
"#053061", "#2166AC", "#4393C3", "#92C5DE", "#D1E5F0", "#F7F7F7",
"#FDDBC7", "#F4A582", "#D6604D", "#B2182B", "#67001F"
),
PuOr = c(
"#2D004B", "#542788", "#8073AC", "#B2ABD2", "#D8DAEB", "#F7F7F7",
"#FEE0B6", "#FDB863", "#E08214", "#B35806", "#7F3B08"
)
)
}
# Darken a vector of colors just enough to be readable as TEXT on a white panel,
# keeping each color's hue. Used only for the mixed "number" glyph, whose text is
# mapped onto the same diverging ramp as the fill: that ramp is white at zero, so
# an unmodified near-zero coefficient renders invisible.
#
# Relative luminance is the WCAG definition (linearised sRGB, Rec. 709 weights).
# A color already at or below the cap is returned unchanged (a saturated blue, a
# dark ramp end); everything else is scaled down, the pale middle by far the most
# and a stop only just over the cap barely at all. Scaling the linear channels by
# a common factor preserves the hue. The
# cap keeps the contrast ratio against white above 4.5:1, the usual threshold for
# small text, with enough headroom that rounding to 8-bit channels cannot push a
# stop back under it.
#
# A partly transparent stop is left alone: its luminance over the panel depends on
# what it is composited with, so darkening it by its opaque value would neither
# honour the contrast target nor keep the ramp's alpha uniform. Whatever the
# caller asked for is drawn unchanged, exactly as the fill scale draws it.
.legible_text_colors <- function(colors, max_luminance = 0.179) {
unlist(lapply(colors, function(col) {
rgba <- grDevices::col2rgb(col, alpha = TRUE)[, 1] / 255
if (is.na(rgba[4]) || rgba[4] < 1) {
return(col)
}
chan <- .linearise_srgb(rgba[1:3])
lum <- sum(c(0.2126, 0.7152, 0.0722) * chan)
if (is.na(lum) || lum <= max_luminance) {
return(col)
}
chan <- chan * (max_luminance / lum)
# back to sRGB
srgb <- ifelse(chan <= 0.0031308, chan * 12.92, 1.055 * chan^(1 / 2.4) - 0.055)
grDevices::rgb(srgb[1], srgb[2], srgb[3])
}), use.names = FALSE)
}
# sRGB -> linear light, the first half of the WCAG relative-luminance definition.
.linearise_srgb <- function(u) {
ifelse(u <= 0.03928, u / 12.92, ((u + 0.055) / 1.055)^2.4)
}
.relative_luminance <- function(col) {
chan <- .linearise_srgb(grDevices::col2rgb(col)[, 1] / 255)
sum(c(0.2126, 0.7152, 0.0722) * chan)
}
# Is the background behind the glyphs light enough that DARK text reads against
# it? The legibility floor only helps there: on a dark background the ramp's pale
# middle is already the READABLE end (white on grey50 clears 3.9:1), and darkening
# it would bury the text instead. So the floor is applied over a light background
# only, and a dark theme keeps the plain ramp.
#
# What sits behind a cell is panel.background when the theme draws one, and
# plot.background when it does not -- theme_minimal (our default) and theme_void
# blank the panel, so a dark recipe built on them carries its color on
# plot.background. Both are consulted, in that order, and each is resolved through
# the theme's inheritance before falling back to the raw element. A background we
# cannot resolve at all counts as light, which is the default device background.
#
# This sees the theme passed as `ggtheme`, resolved against the active default, so
# a globally theme_set() background counts too. A theme added to the finished plot
# with `+` arrives long after the scale is built, so a dark theme must be passed
# here to be taken into account; that limitation is documented on the arguments.
#
# The threshold is where the two branches break even FOR THE NEAR-ZERO STOP -- the
# pale middle of the ramp, which is the one the floor exists to rescue and the one
# that vanishes first. It is not a promise about the ramp as a whole: against a
# mid-grey panel a white-centred diverging ramp always has some intermediate stop
# at roughly the panel's own luminance, so neither branch reads well there and no
# threshold rescues it. Away from mid-grey, in both directions, the branch this
# picks is comfortably the better one.
.panel_is_light <- function(ggtheme, threshold = 0.44) {
fill <- tryCatch(
{
th <- if (is.function(ggtheme)) ggtheme() else ggtheme
# ggplot2 draws theme_get() + this theme, so a PARTIAL theme -- one that sets
# a background without carrying a base theme -- is only half the story: the
# elements it leaves out come from the active default. Resolve against that
# default first, or a theme setting nothing but a dark plot.background looks
# dark while the panel actually drawn is the default's light grey (and a
# globally theme_set() dark default looks light). Anything that is not a
# theme at all (NULL, a stray value, a function returning one) is ignored
# when the plot is assembled, so what gets drawn is the active default on
# its own -- read that, rather than falling through to the bare page.
th <- if (inherits(th, "theme")) ggplot2::theme_get() + th else ggplot2::theme_get()
# What a cell actually sits on, painted in the order the device paints it:
# the white page, then plot.background, then panel.background. Compositing
# rather than picking one element is what makes a partly transparent
# background come out as the color the eye sees.
.composite_over(
.theme_element_fill(th, "panel.background"),
.composite_over(.theme_element_fill(th, "plot.background"), "white")
)
},
error = function(e) NULL
)
if (is.null(fill)) {
return(TRUE)
}
lum <- tryCatch(.relative_luminance(fill), error = function(e) NA_real_)
is.na(lum) || lum > threshold
}
# The fill of one theme element, exactly as the theme gives it (alpha included):
# resolved through the theme's inheritance where that works (a fill set on `rect`
# reaches `panel.background` that way), and read off the element directly
# otherwise. NULL when the element paints nothing usable -- blank, missing, NA, or
# not a single color.
.theme_element_fill <- function(th, element) {
fill <- tryCatch(ggplot2::calc_element(element, th)$fill, error = function(e) NULL)
if (is.null(fill)) {
fill <- tryCatch(th[[element]]$fill, error = function(e) NULL)
}
if (is.null(fill) || length(fill) != 1L || is.na(fill)) {
return(NULL)
}
fill
}
# Paint `fill` onto `backdrop` and return the resulting color. A fill that is
# absent or fully transparent paints nothing, so the backdrop shows through
# unchanged -- theme_void's plot.background is literally transparent black, which
# taken at face value would be the darkest background there is. A partly
# transparent fill is blended, so a 90%-opaque near-black panel is read as the
# near-black the eye sees rather than discarded for not being opaque.
.composite_over <- function(fill, backdrop) {
if (is.null(fill)) {
return(backdrop)
}
rgba <- tryCatch(grDevices::col2rgb(fill, alpha = TRUE)[, 1], error = function(e) NULL)
if (is.null(rgba) || anyNA(rgba) || rgba[4] == 0) {
return(backdrop)
}
if (rgba[4] == 255) {
return(fill)
}
under <- tryCatch(grDevices::col2rgb(backdrop)[, 1], error = function(e) c(255, 255, 255))
opacity <- rgba[4] / 255
blended <- rgba[1:3] * opacity + under * (1 - opacity)
grDevices::rgb(blended[1], blended[2], blended[3], maxColorValue = 255)
}
# hc.order correlation matrix. Returns the whole hclust object (its $order gives
# the reordering; the tree itself is needed to draw cluster rectangles, hc.rect).
.hc_cormat_order <- function(cormat, hc.method = "complete") {
dd <- stats::as.dist((1 - cormat) / 2)
stats::hclust(dd, method = hc.method)
}
# Contiguous block bounds (in dendrogram-order axis positions 1..n) for the k
# clusters of an hclust tree. cutree() labels each variable with its cluster;
# reindexing by hc$order puts them in the same order as the plotted axes, where
# each cluster is guaranteed to be a contiguous run (a property of the dendrogram
# leaf order), so rle() gives exactly k blocks. Returns lo/hi position of each.
.hc_rect_bounds <- function(hc, k) {
cl <- stats::cutree(hc, k = k)[hc$order]
runs <- rle(cl)
hi <- cumsum(runs$lengths)
lo <- hi - runs$lengths + 1L
list(lo = lo, hi = hi)
}
.no_panel <- function() {
ggplot2::theme(
axis.title.x = ggplot2::element_blank(),
axis.title.y = ggplot2::element_blank()
)
}
# Convert a tbl to matrix
.tibble_to_matrix <- function(x) {
x <- as.data.frame(x)
rownames(x) <- x[, 1]
x <- x[, -1]
as.matrix(x)
}
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