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ROADMAP.md, docs/chart-parity.md, docs/gaps.md, docs/target-app-parity.md, docs/ui-parity.md: the header change notes combine this branch's note with main's, dated today; main's revision and progress rows stay and this branch's rows are re-dated on top. Code merged without conflict.
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docs/chart-parity.md
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# Chart parity
> **Last reviewed:** 2026-10-18 · **Last updated:** 2026-10-31 · **Change:** minor (charts resize from eight handles; earlier: selected chart source outlines stay beneath floating objects) · **Target:** Microsoft Excel (Microsoft 365), Excel for Mac 16.113.4
> **Last reviewed:** 2026-10-18 · **Last updated:** 2026-11-02 · **Change:** minor (charts resize from eight handles; earlier: chart data tables, legend keys and borders, native XLSX round-trip and print/PDF; earlier: selected chart source outlines stay beneath floating objects) · **Target:** Microsoft Excel (Microsoft 365), Excel for Mac 16.113.4
Excel's chart types and chart elements against GridCraft. Part of
[target-app-parity.md](target-app-parity.md). **Breadth ~50%, ready ~30%, 40–60 h** (estimated).
@@ -49,7 +49,7 @@ Sources: `crates/model/src/features.rs` (`ChartKind`, `Chart`, `Series`), `crate
| Trendlines | linear, exponential, logarithmic, polynomial, power, moving average, equation and R² | all six types, several per series, name, forward/backward forecast, set intercept, equation and R² label, line colour/width/dash; read, written and drawn on 2-D column, bar, line, area, scatter and bubble series; `chart.addElement` `trendline` adds/removes them. No Format Trendline pane, label position/number format not kept |
| Error bars | fixed, %, standard deviation/error, custom | **missing** |
| Up/down bars, high-low lines, drop lines, series lines | yes | **missing** |
| Data table under the chart | yes | **missing** |
| Data table under the chart | yes | yes for column, bar, line, area and compatible combo charts: live formatted values, blank cells, grouped category headers, optional legend keys, horizontal/vertical borders and outline; native `c:dTable` XLSX round-trip; shared UI/print/PDF rendering |
| Per-series / per-point fill, line, marker, effects | Format pane for every element | series colour only; Format Chart pane covers chart-level options |
| Chart styles and colour palettes | ~16 styles × colour sets | style number stored, own palettes |
| Chart sheets | yes | **kept, not editable**: not shown, and written back unchanged in their place on save (#727); left out when a sheet they plot is deleted or renamed. No F11 / Move Chart > New sheet |
@@ -62,6 +62,20 @@ Sources: `crates/model/src/features.rs` (`ChartKind`, `Chart`, `Series`), `crate
| PivotCharts | yes | Insert ▸ PivotChart (`insert.pivotChart`): bound to a PivotTable's report, rebuilt on refresh and layout changes, `c:pivotSource` round trip; no field buttons, innermost category level only |
| Animation on data change | yes (Windows) | no |
Data tables are controlled by `chart.addElement {element: "dataTable", on: true,
dataTableKeys: true}` or `chart.set {dataTable: true}`. `chart.set` also accepts
`dataTableKeys`, `dataTableHorizontalBorder`, `dataTableVerticalBorder` and `dataTableOutline`.
Changing to an unsupported chart kind removes the table (Undo restores it). The chart legend
is independent. Bar charts keep their vertical category axis; other supported charts use the
table headers instead of repeating category-axis labels. Individual labels and values that
exceed a cell's width are shortened with an ellipsis. Tables are bounded to 128 categories,
32 series and half the available chart height; if they cannot fit, a “Data table needs more
space” notice replaces the table. Enlarge the chart or reduce its source range. Table-specific
font/fill styling and exact Excel layout fidelity are not implemented; Excel-side verification
has not been performed.
Format reference: [Microsoft's DrawingML data table documentation](https://learn.microsoft.com/en-us/dotnet/api/documentformat.openxml.drawing.charts.datatable?view=openxml-3.0.1).
## XLSX round-trip
Charts are read from and written to DrawingML chart parts, but only the fields the model holds
@@ -90,7 +104,8 @@ are (#1686). Such series get no `numCache`/`strCache` on save (#1690).
| Date | Change | Summary |
|---|---|---|
| 2026-10-31 | minor | Charts move and resize from eight handles, each moving only its own edges (#190); resizing leaves the work list (1–2 h, within the 40–60 h rounding) |
| 2026-11-02 | minor | Charts move and resize from eight handles, each moving only its own edges (#190); resizing leaves the work list (1–2 h, within the 40–60 h rounding) |
| 2026-11-01 | minor | Chart data tables for column, bar, line, area and compatible combo charts: command/UI controls, formatted source values, blanks, grouped category headers, legend keys, independent borders, shared print/PDF rendering and native c:dTable import/export. Dense tables show a space notice; no readiness score change. |
| 2026-10-29 | minor | Selected charts highlight their source cells beneath floating objects, so the blue outline no longer crosses the chart; uncovered source cells remain highlighted (#2861) |
| 2026-10-24 | minor | 100% Stacked Area: inserted from the ribbon and All Charts, drawn as shares of each category's total, read and written as `percentStacked` |
| 2026-10-18 | trivial | Stale notes: stock/combo, treemap/sunburst, box and waterfall kinds survive XLSX round-trip (PRs #158, #161) |
docs/file-format-parity.md
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# File-format parity
> **Last reviewed:** 2026-11-01 · **Last updated:** 2026-11-01 · **Change:** trivial (XLSX workbook-view selection, normalized tab ratios and sheet-edit regressions; fidelity estimates unchanged; earlier: formulas from Google Sheets' XLSX export open as the original formula instead of `IFERROR(__xludf.DUMMYFUNCTION(…),…)` when GridCraft calculates every function in it, and save as it; `file.exportCsv {values: true}` writes raw values for automation; .xls dialog sheets are skipped instead of read as worksheets; `.xls` import reads each sheet's display options from WINDOW2: right-to-left, gridlines, headings, zeros, formulas; XLSX text boxes and shapes keep their paragraphs' right-to-left direction on save; CSV/TSV/TXT can open with every field kept as text via `file.open {csvAsText}`; formulas over Excel's 8,192 characters, and `%` or call chains past the nesting limit, are parse errors instead of stack overflows when a file is opened; XLSX PivotTables read and write `rowGrandTotals`/`colGrandTotals` the way Excel does, so a table saved with only one grand total opens with the right one; HTML export keeps right-to-left; CSV and text import detects likely Windows-1256 Arabic when invalid UTF-8 has Arabic byte runs; other invalid UTF-8 remains Windows-1252; HTML export places pictures and charts, as inline SVG, at their anchors; earlier: `file.exportCsv {values: true}` writes raw values for automation; .xls dialog sheets are skipped instead of read as worksheets; `.xls` import reads each sheet's display options from WINDOW2: right-to-left, gridlines, headings, zeros, formulas; XLSX text boxes and shapes keep their paragraphs' right-to-left direction on save; CSV/TSV/TXT can open with every field kept as text via `file.open {csvAsText}`; formulas over Excel's 8,192 characters, and `%` or call chains past the nesting limit, are parse errors instead of stack overflows when a file is opened; XLSX PivotTables read and write `rowGrandTotals`/`colGrandTotals` the way Excel does, so a table saved with only one grand total opens with the right one; HTML export keeps right-to-left; CSV and text import detects likely Windows-1256 Arabic when invalid UTF-8 has Arabic byte runs; other invalid UTF-8 remains Windows-1252; HTML export places pictures and charts, as inline SVG, at their anchors; CSV and text open detects each column's date order from values that read only one way, warns when every date is ambiguous, and keeps a column with both kinds as text (#2765)) · **Target:** Microsoft Excel (Microsoft 365), Excel for Mac 16.113.4
> **Last reviewed:** 2026-11-01 · **Last updated:** 2026-11-01 · **Change:** minor (XLSX reads and writes Page Setup's page order, `pageSetup pageOrder`, and PDF export follows it; earlier: chart data tables: native c:dTable import/export; earlier: XLSX workbook-view selection, normalized tab ratios and sheet-edit regressions; fidelity estimates unchanged; earlier: formulas from Google Sheets' XLSX export open as the original formula instead of `IFERROR(__xludf.DUMMYFUNCTION(…),…)` when GridCraft calculates every function in it, and save as it; `file.exportCsv {values: true}` writes raw values for automation; .xls dialog sheets are skipped instead of read as worksheets; `.xls` import reads each sheet's display options from WINDOW2: right-to-left, gridlines, headings, zeros, formulas; XLSX text boxes and shapes keep their paragraphs' right-to-left direction on save; CSV/TSV/TXT can open with every field kept as text via `file.open {csvAsText}`; formulas over Excel's 8,192 characters, and `%` or call chains past the nesting limit, are parse errors instead of stack overflows when a file is opened; XLSX PivotTables read and write `rowGrandTotals`/`colGrandTotals` the way Excel does, so a table saved with only one grand total opens with the right one; HTML export keeps right-to-left; CSV and text import detects likely Windows-1256 Arabic when invalid UTF-8 has Arabic byte runs; other invalid UTF-8 remains Windows-1252; HTML export places pictures and charts, as inline SVG, at their anchors; earlier: `file.exportCsv {values: true}` writes raw values for automation; .xls dialog sheets are skipped instead of read as worksheets; `.xls` import reads each sheet's display options from WINDOW2: right-to-left, gridlines, headings, zeros, formulas; XLSX text boxes and shapes keep their paragraphs' right-to-left direction on save; CSV/TSV/TXT can open with every field kept as text via `file.open {csvAsText}`; formulas over Excel's 8,192 characters, and `%` or call chains past the nesting limit, are parse errors instead of stack overflows when a file is opened; XLSX PivotTables read and write `rowGrandTotals`/`colGrandTotals` the way Excel does, so a table saved with only one grand total opens with the right one; HTML export keeps right-to-left; CSV and text import detects likely Windows-1256 Arabic when invalid UTF-8 has Arabic byte runs; other invalid UTF-8 remains Windows-1252; HTML export places pictures and charts, as inline SVG, at their anchors; CSV and text open detects each column's date order from values that read only one way, warns when every date is ambiguous, and keeps a column with both kinds as text (#2765)) · **Target:** Microsoft Excel (Microsoft 365), Excel for Mac 16.113.4
Every format Excel opens or saves, with GridCraft's read and write support, fidelity and tests.
Part of [target-app-parity.md](target-app-parity.md). **File formats: ~50% ready, 80–120 h**
@@ -118,7 +118,7 @@ past the parser's limit, and a wrapper inside the text. **Saving writes the real
|---|---|---|---|
| PDF | Save As / Export | yes (own PDF 1.7 writer; CLI `convert` output) | Printed cell hyperlinks export as clickable HTTP(S)/mailto links or destinations within printed pages (#954); unsafe schemes and destinations outside the print range are omitted. Only the 14 standard PDF fonts, no embedding: **non-Latin text (CJK, Arabic, Devanagari, Thai) does not export**; web build exports without a file prompt (#141) |
| XPS | Windows | no | Low priority |
| Print | yes | yes (via PDF, system dialog on desktop; PR #143 for web) | |
| Print | yes | yes (via PDF, system dialog on desktop; PR #143 for web) | Pages print in the sheet's page order: down, then over (the default) or over, then down |
| Images of ranges/charts (Copy as Picture) | yes | chart raster in `crates/chart` | No range-to-image command |
## Import sources (Get & Transform)
@@ -145,6 +145,8 @@ refresh. Counted under features (Get & Transform, ~10% ready), not here.
| Date | Change | Summary |
|---|---|---|
| 2026-11-01 | minor | Chart data tables preserve showKeys, showHorzBorder, showVertBorder and showOutline through native c:dTable XLSX import/export; synthetic tests cover all 16 flag combinations and boolean defaults. Excel-side verification remains outstanding. |
| 2026-11-01 | minor | XLSX reads and writes Page Setup's page order: `<pageSetup pageOrder="overThenDown">` for Over, then down, and no attribute for Down, then over (the default), as Excel writes them; PDF export and printing number and order the pages by it |
| 2026-11-01 | trivial | XLSX selects the first visible workbook view as one unit and bounds imported/exported tab ratios; isolated attributes and sheet-edit round trips covered, with firstSheet left to #2264 (#3057) |
| 2026-10-31 | minor | CSV and text open detects each column's date order: a value that reads only day first (`31/05/2026`) makes the column day first, a value that reads only month first (`12/31/2026`) makes it month first, an all-ambiguous column keeps month first with a warning, and a column with both kinds stays text with a warning (#2765) |
| 2026-10-31 | minor | XLSX open reads Google Sheets' `IFERROR(__xludf.DUMMYFUNCTION("…"),cached)` export wrapper as the formula inside when GridCraft calculates every function in it (plain, shared and array formulas, whole or nested; Google-only functions and unparseable, over-long or over-deep inner text keep the wrapper and the cached value) and keeps the cached value; saving writes the real formula with Excel's `_xlfn.` prefixes (#2871) |
docs/gaps.md
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# Gaps
> **Last reviewed:** 2026-10-11 · **Last updated:** 2026-11-01 · **Change:** minor (§4: chart resizing is no longer a gap; earlier: §13: Solver Options; earlier: §13: Solver Load/Save Model and Reset All) · **Target:** Microsoft Excel (Microsoft 365)
> **Last reviewed:** 2026-10-11 · **Last updated:** 2026-11-02 · **Change:** minor (§4: chart resizing is no longer a gap; earlier: §13: Analysis ToolPak has all 19 tools; earlier: §4: chart data tables implemented with XLSX round-trip and print/PDF; earlier: §13: Solver Options; earlier: §13: Solver Load/Save Model and Reset All) · **Target:** Microsoft Excel (Microsoft 365)
Every known shortfall against Excel, one entry each, ranked by user impact (what blocks someone
using GridCraft for real work first). This is the work list: pick from the top, check the open
@@ -44,6 +44,7 @@ No alpha blockers: every core workflow passes the [alpha gate](roadmap.md#alpha-
### 4. Charts lose options on round trip; shallow chart model (F, FF)
- **Missing:** axis scaling, label options, error bars, per-point formatting.
- **Added:** data tables beneath column, bar, line, area and compatible combo charts, with legend keys, border controls, live source values, native XLSX round-trip and print/PDF.
- **Evidence:** `Chart` holds only title, legend position, two flags and axis titles
(`crates/model/src/features.rs`); all 2-D kinds survive XLSX round trip (#158, #161); charts
resize from eight handles (#190). Smooth lines (#62), Switch Row/Column (#116) and trendlines
@@ -117,8 +118,8 @@ No alpha blockers: every core workflow passes the [alpha gate](roadmap.md#alpha-
data model (`data.fromWeb`, `data.relationships` missing). **Estimate:** 60–100 h.
### 13. Analysis tools: Solver, Analysis ToolPak, Forecast Sheet (F)
- `data.solver`, `data.analysisToolPak` missing. Forecast Sheet (`data.forecastSheet`) and the
FORECAST.ETS family are in, including Forecast Start (hindcast, #785). **Estimate:** 15–25 h.
- Forecast Sheet (`data.forecastSheet`) and the FORECAST.ETS family are in, including Forecast
Start (hindcast, #785).
- Solver (`data.solver`, #327) has Simplex LP with integer/binary branch and bound, a local
nonlinear method (augmented Lagrangian, not GRG), the Evolutionary method, and Answer and
Limits reports. Report refusal leaves the solution, saved model and history unchanged; a
@@ -126,9 +127,8 @@ No alpha blockers: every core workflow passes the [alpha gate](roadmap.md#alpha-
model on cells of its sheet and reads it back; Reset All removes it. Solver Options sets the
evaluation limit, Integer Optimality and the Evolutionary options, which are saved with the
model. AllDifferent constraints and the Sensitivity and Population reports remain.
The Analysis ToolPak
(`data.analysisToolPak`) has 13 of 19 tools. Forecast Sheet (`data.forecastSheet`) and the
FORECAST.ETS family are in; the sheet has no Forecast Start (hindcast) option yet. **Estimate:** 12–20 h.
- The Analysis ToolPak (`data.analysisToolPak`) has all 19 of Excel's tools; their chart output
remains. **Estimate:** 12–20 h.
### 14. Page Layout view and print polish (U, F)
- Page Layout view landed (#329): paper view with rulers and in-place header/footer editing.
@@ -185,7 +185,9 @@ No alpha blockers: every core workflow passes the [alpha gate](roadmap.md#alpha-
| Date | Change | Summary |
|---|---|---|
| 2026-11-01 | minor | §4: charts, like every floating object, move and resize from eight handles (#190), so resizing is no longer listed as missing; the evidence is one paragraph again, without the stale "PRs #158, #161 open" |
| 2026-11-02 | minor | §4: charts, like every floating object, move and resize from eight handles (#190), so resizing is no longer listed as missing; the evidence is one paragraph again, without the stale "PRs #158, #161 open" |
| 2026-11-01 | minor | §13: the Analysis ToolPak has all 19 of Excel's tools (two-factor Anova with and without replication, z-Test, Fourier Analysis, Random Number Generation, Sampling); its chart output remains. The stale "`data.solver`, `data.analysisToolPak` missing" and "no Forecast Start" sentences removed |
| 2026-11-01 | minor | §4: chart data tables implemented for column, bar, line, area and compatible combo charts, with legend keys and border settings, live source values, XLSX round-trip and print/PDF; other chart gaps remain. |
| 2026-10-31 | minor | §13: Solver Options (Max Evaluations, Integer Optimality and the Evolutionary options), saved with the model |
| 2026-10-31 | minor | §13: Solver Load/Save Model (`data.solverSaveModel`, `data.solverLoadModel`) and Reset All (`data.solverReset`), with buttons in the Solver Parameters dialog |
| 2026-10-24 | minor | §8: PivotTable Enable show details: `pivot.options` `enableShowDetails` turns Show Details off for a PivotTable, read and written in XLSX as `enableDrill` |
docs/macros.md
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# Macros
> **Last updated:** 2026-10-25 · **Change:** minor (recording macros and the management commands; Record Macro takes a name, shortcut and description; the macro interface: Automate › Macros, the Macros and Record Macro dialogs, the step editor, shortcuts)
> **Last updated:** 2026-11-01 · **Change:** minor (a close that waits on the step editor's question runs in the editor's window, and a further close asked meanwhile waits for the answer or is refused; earlier: closing a workbook or quitting asks about the step editor's unsaved draft first; recording macros and the management commands; Record Macro takes a name, shortcut and description; the macro interface: Automate › Macros, the Macros and Record Macro dialogs, the step editor, shortcuts)
GridCraft macros are typed, declarative lists of commands, not VBA. Every step runs a GridCraft
command (the same ids the ribbon, CLI and MCP use) or one of three bounded control steps. A macro
@@ -294,9 +294,21 @@ other macros open; a macro that was left out is not in the saved file.
the Output tab sets the anchor and what to do when results would land on data. The editor
belongs to the workbook it opened in: while another workbook is active it says so and Save,
Check, Run and Debug wait until that workbook is active again, and closing the workbook closes
the editor. It keeps its window until it closes itself: another dialog asked for meanwhile is
refused with a message, and closing the app first asks about the editor's debug run and unsaved
steps, then about unsaved workbooks.
the editor. A draft with unsaved changes counts as unsaved work when its workbook closes (File >
Close, Cmd+W, a window's close button), or the window that shows the editor closes while the
workbook stays open in another: the editor first asks Save changes to the macro, even if the
workbook itself is saved; Save or Don't Save goes on with the close, in the window it was asked
in (whichever window was activated meanwhile), and a workbook that closes then asks about its
own unsaved changes, and Cancel keeps both open. While the question stands, a further request
for the same close (Cmd+W again, the window's close button) waits for the answer without a
second question, and the close then runs once; a request for a different close (the whole
workbook while only the editor's window was closing, or the reverse) is refused with the reason
until the question is answered. A new macro that has not been edited does not ask. It keeps its
window until it closes itself: another dialog asked for meanwhile is refused with a message, and
closing the app (its window's close button, Quit, Cmd+Q) first asks about the editor's debug
run and unsaved steps, in the editor's window, then about each unsaved workbook in its window;
Cancel at any of these questions stops the quit with every window open (a draft already
discarded with Don't Save stays discarded).
- **Debug bar.** Check dry-runs the macro and colours the grid: inputs blue, the cells it writes
green, the cells among them that hold data red. Run runs it as one undo step. Step, Continue and
Run to Here start the debugger when needed (`macro.debug` with the editor's breakpoints and
docs/target-app-parity.md
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# Target-app parity: GridCraft vs Microsoft Excel
> **Last reviewed:** 2026-10-11 · **Last updated:** 2026-11-01 · **Change:** minor (chart resizing no longer listed as missing; no score change; earlier: what-if and analysis: Solver Options; the Insert Function dialog is named as in Excel; no score change; earlier: Solver Load/Save Model and Reset All; automation: macro interface; catalog count 276 / 292, as `cargo xtask parity` measures; automation: typed macros in the engine; several windows: a native window per workbook window, New Window on the same workbook, Arrange All; no score change) · **Target:** Microsoft Excel (Microsoft 365)
> **Last reviewed:** 2026-10-11 · **Last updated:** 2026-11-02 · **Change:** minor (chart resizing no longer listed as missing; no score change; earlier: what-if and analysis: Analysis ToolPak has all 19 tools; earlier: page layout and print: Page Setup's page order; no score change; earlier: charts: data tables with XLSX round-trip and print/PDF; no score change; earlier: what-if and analysis: Solver Options; the Insert Function dialog is named as in Excel; no score change; earlier: Solver Load/Save Model and Reset All; automation: macro interface; catalog count 276 / 292, as `cargo xtask parity` measures; automation: typed macros in the engine; several windows: a native window per workbook window, New Window on the same workbook, Arrange All; no score change) · **Target:** Microsoft Excel (Microsoft 365)
This is the authoritative parity assessment. [`ROADMAP.md`](../ROADMAP.md) summarizes it,
[`gaps.md`](gaps.md) lists every shortfall, and the area checklists hold the detail:
@@ -85,11 +85,11 @@ performance 8, stability 8, localization 4, hardware 2, platforms 2, ecosystem 2
| Cell formatting, styles, conditional formatting | 10 | ~95% | ~80% | 8–14 | Full number-format language, borders, 47 cell styles, 60 table styles, all CF rule kinds including data bars, colour scales and icon sets. Gaps: font weights beyond regular/bold (#168), system fonts list (#4), themes |
| Sort, filter, tables, validation, outline | 8 | ~82% | ~70% | 10–16 | Multi-level sort, AutoFilter, Advanced Filter, tables with totals, validation, outline, subtotals, consolidate. Advanced Filter copy-to preserves cells outside its result and rejects worksheet overflow (#1031). Bugs: subtotal header (#131), validation edits (#129), table style panic caught (#130); no slicers on tables |
| PivotTables | 7 | ~65% | ~45% | 25–40 | Insert/Recommended, field list, three layouts, values on rows or columns, date grouping, show-values-as, refresh, calculated fields, XLSX round-trip. Missing: slicers, timelines, calculated items, PivotCharts, value/label filters, number grouping, GETPIVOTDATA, data-model pivots. Round-trip never checked in Excel |
| Charts and sparklines | 8 | ~50% | ~30% | 40–60 | 25 chart kinds, all 2-D. The chart model holds title, legend position, a data-labels flag, gridlines flag and axis titles; no axis scaling, trendlines, error bars, per-point formatting, chart sheets, 3-D, surface, map, Pareto. Several kinds don't survive XLSX round trip (open PRs #158, #161). [chart-parity.md](chart-parity.md) |
| Page layout, print, PDF | 5 | ~80% | ~55% | 12–20 | Page setup, print titles, breaks, Page Break Preview, headers/footers, PDF export and printing. Paper sizes match Japanese Excel: B4/B5/B6 are the JIS sizes, ISO B4/B5/B6 stay reachable by name, and Japanese Postcard (はがき), Japanese Double Postcard (往復はがき), the chou/kaku envelopes and A6 are available. No true Page Layout view; the PDF writer uses only the 14 standard fonts without embedding (no CJK or other non-Latin text in PDF); web print only exports (#141, #143) |
| Charts and sparklines | 8 | ~50% | ~30% | 40–60 | 25 chart kinds, all 2-D. The chart model holds title, legend position, a data-labels flag, gridlines flag and axis titles; no axis scaling, error bars, per-point formatting, chart sheets, 3-D, surface, map, Pareto. Kinds survive XLSX round trip (#158, #161). [chart-parity.md](chart-parity.md) |
| Page layout, print, PDF | 5 | ~80% | ~55% | 12–20 | Page setup, print titles, breaks, Page Break Preview, headers/footers, PDF export and printing. No true Page Layout view; the PDF writer uses only the 14 standard fonts without embedding (no CJK or other non-Latin text in PDF); web print only exports (#141, #143) |
| What-if and analysis | 4 | ~50% | ~40% | 22–35 | Goal Seek, Scenario Manager, data tables, Analysis ToolPak (13 of 19 tools, no charts), Solver (Simplex LP, a local nonlinear method and Evolutionary; Answer and Limits reports; Load/Save Model, Reset All and Solver Options; no Sensitivity report), Forecast Sheet. Missing: Analyze Data |
| Charts and sparklines | 8 | ~50% | ~30% | 40–60 | 25 chart kinds, all 2-D. The chart model holds title, legend position, a data-labels flag, gridlines flag, axis titles and chart data tables (legend keys, borders, XLSX round-trip and print/PDF); no axis scaling, trendlines, error bars, per-point formatting, chart sheets, 3-D, surface, map, Pareto. Several kinds don't survive XLSX round trip (open PRs #158, #161). [chart-parity.md](chart-parity.md) |
| Page layout, print, PDF | 5 | ~80% | ~55% | 12–20 | Page setup, print titles, breaks, page order, Page Break Preview, headers/footers, PDF export and printing. Paper sizes match Japanese Excel: B4/B5/B6 are the JIS sizes, ISO B4/B5/B6 stay reachable by name, and Japanese Postcard (はがき), Japanese Double Postcard (往復はがき), the chou/kaku envelopes and A6 are available. No true Page Layout view; the PDF writer uses only the 14 standard fonts without embedding (no CJK or other non-Latin text in PDF); web print only exports (#141, #143) |
| Charts and sparklines | 8 | ~50% | ~30% | 40–60 | 25 chart kinds, all 2-D. The chart model holds title, legend position, a data-labels flag, gridlines flag, axis titles and chart data tables (legend keys, borders, XLSX round-trip and print/PDF); no axis scaling, error bars, per-point formatting, chart sheets, 3-D, surface, map, Pareto. Kinds survive XLSX round trip (#158, #161). [chart-parity.md](chart-parity.md) |
| Page layout, print, PDF | 5 | ~80% | ~55% | 12–20 | Page setup, print titles, breaks, page order, Page Break Preview, headers/footers, PDF export and printing. No true Page Layout view; the PDF writer uses only the 14 standard fonts without embedding (no CJK or other non-Latin text in PDF); web print only exports (#141, #143) |
| What-if and analysis | 4 | ~50% | ~40% | 22–35 | Goal Seek, Scenario Manager, data tables, Analysis ToolPak (all 19 tools, no charts), Solver (Simplex LP, a local nonlinear method and Evolutionary; Answer and Limits reports; Load/Save Model, Reset All and Solver Options; no Sensitivity report), Forecast Sheet. Missing: Analyze Data |
| Get & Transform, external data, data model | 5 | ~15% | ~10% | 60–100 | Import of CSV/TSV, JSON, HTML. No Power Query editor, no From Web, database or folder sources, no connections or refresh, no relationships or data model, no external workbook links (dropped with a warning) |
| Insert objects | 3 | ~55% | ~45% | 25–40 | Pictures, 8 shape kinds (Excel has ~170), text boxes, own icon set, ink with Ink to Shape, hyperlinks, checkboxes. Missing: SmartArt, WordArt, equations, signature line, objects, 3-D models, screenshot, pictures in cells (PR #105) |
| Review, comments, protection, collaboration | 4 | ~55% | ~40% | 35–55 | Threaded comments, notes, spelling (system dictionary), thesaurus, sheet and workbook protection, Allow Edit Ranges with Excel-compatible password hashes (#307). Missing: comment navigation, Show Changes, notes-to-comments conversion, accessibility checker, co-authoring, opening password-encrypted files (refused with a message since #17) |
@@ -334,7 +334,10 @@ The inventory carried over from the 2026-10-07 ROADMAP.md, updated for what land
| Date | Change | Summary |
|---|---|---|
| 2026-11-01 | minor | Charts move and resize from eight handles like every floating object (#190): the Essentials chart work is polish only (5–8 h), and the chart rows and the interaction discount no longer list resizing as missing; the Mainstream chart row no longer lists trendlines as missing (no score change) |
| 2026-11-02 | minor | Charts move and resize from eight handles like every floating object (#190): the Essentials chart work is polish only (5–8 h), and the chart rows and the interaction discount no longer list resizing as missing; the Mainstream chart row no longer lists trendlines as missing (no score change) |
| 2026-11-01 | minor | What-if and analysis: Analysis ToolPak has all 19 tools (was 13 of 19; no charts); no score change |
| 2026-11-01 | minor | Charts: data tables for column, bar, line, area and compatible combo charts, with legend keys and borders; live source values, native XLSX round-trip and shared print/PDF rendering. Readiness estimates unchanged. |
| 2026-11-01 | minor | Page layout and print: Page Setup's page order (Down, then over or Over, then down), kept in XLSX; no score change |
| 2026-10-31 | minor | The Insert Function dialog is named as in Excel (it was called Formula Builder); no score change |
| 2026-10-31 | minor | What-if and analysis: Solver Options (no score change) |
| 2026-10-31 | minor | What-if and analysis: Solver Load/Save Model and Reset All; Forecast Sheet moved from Missing to the list of tools, as gaps.md §13 records (no score change) |
docs/ui-parity.md
+8 -4
View File
@@ -1,6 +1,6 @@
# UI parity
> **Last reviewed:** 2026-10-10 · **Last updated:** 2026-11-01 · **Change:** minor (every floating object selects, resizes from eight handles and deletes with the keyboard; earlier: Formulas › Function Library as labelled buttons with category menus; Recently Used and the Insert Function categories; Esc leaves a File-page text field before closing the view; earlier: checkbox cells print as boxes; Ctrl+arrow and Ctrl+Shift+arrow while pointing a formula reference; editing a hyperlink loads its existing fields; AutoSum over a selected row puts its total to the right; ribbon catalog count 276 / 292) · **Target:** Microsoft Excel (Microsoft 365), Excel for Mac 16.113.4
> **Last reviewed:** 2026-10-10 · **Last updated:** 2026-11-02 · **Change:** minor (every floating object selects, resizes from eight handles and deletes with the keyboard; earlier: Formulas › Error Checking › Trace Error; trace arrows stay through a zoom (#3097); earlier: Page Setup sets the page order, Down, then over or Over, then down, which printing, the print preview, Page Break Preview and Page Layout view follow; earlier: Formulas › Function Library as labelled buttons with category menus; Recently Used and the Insert Function categories; Esc leaves a File-page text field before closing the view; earlier: checkbox cells print as boxes; Ctrl+arrow and Ctrl+Shift+arrow while pointing a formula reference; editing a hyperlink loads its existing fields; AutoSum over a selected row puts its total to the right; ribbon catalog count 276 / 292) · **Target:** Microsoft Excel (Microsoft 365), Excel for Mac 16.113.4
Interaction, controls and feel, against Excel. Part of [target-app-parity.md](target-app-parity.md).
**UI/UX fidelity: ~55% ready, 50–80 h** (estimated). Ribbon command coverage is measured
@@ -25,7 +25,7 @@ Sources: `crates/ui-egui/src` (ribbon, grid, editor, formula bar, dialogs, panes
| Formula bar with Name Box, expand, function hints | yes | yes; grows with its content from one to five lines (Alt+Enter, wrapped text, or viewing a multi-line cell), then scrolls with the caret in view, the Name Box and buttons staying on the first line; the chevron pins it at five; the in-cell editor shows every line | done; no drag-to-resize handle |
| Sheet tabs: rename, reorder, colour, hide, scroll | yes | yes | Ctrl-drag (Cmd or Option on macOS) drops a copy (#971); active tab revealed on navigation and resize (#681); manual wheel/trackpad browsing preserved; rename focus bug on macOS (#145) |
| Formula bar with Name Box, expand, function hints | yes | yes | done; dynamic-array spill children show the source formula muted and read-only, using current spill ownership |
| Formulas › Error Checking arrow: Circular References | yes | yes: the button opens Error Checking and its arrow opens a menu with Error Checking… and Circular References, which lists a cell on each circular reference as `Sheet!A1`, up to 100, and selects the one picked, on its own sheet (unavailable when there are none) | done; the Error Checking… item and the limit of 100 are GridCraft's own |
| Formulas › Error Checking arrow: Trace Error, Circular References | yes | yes: the button opens Error Checking and its arrow opens a menu with Error Checking…, Trace Error and Circular References. Trace Error (`formulas.traceError`, 11-01) follows the active cell's error back through the first reference showing the same error (in a range, its first cell showing it) to the cell it starts in, and draws red arrows along the way and blue ones from that cell's own references, as measured in Excel; on a cell without an error it draws nothing and the arrows shown stay. Circular References lists a cell on each circular reference as `Sheet!A1`, up to 100, and selects the one picked, on its own sheet (unavailable when there are none) | done; the Error Checking… item and the limit of 100 are GridCraft's own; a new trace replaces the arrows shown, where Excel adds to them, and there is no Remove Precedent Arrows |
| Sheet tabs: rename, reorder, colour, hide, scroll | yes | yes | active tab revealed on navigation and resize (#681); manual wheel/trackpad browsing preserved; rename focus bug on macOS (#145) |
| Sheet tabs: rename, reorder, colour, hide, scroll | yes | yes | active tab revealed on navigation and resize (#681); New sheet (+) right after the last tab, the strip capped at 60% of the bar (#943); manual wheel/trackpad browsing preserved; next/previous skips Hidden and VeryHidden sheets and retains the current sheet and selection when no visible destination exists; rename focus bug on macOS (#145) |
| Status bar: Sum/Count/Average and more, view buttons, zoom | yes | yes; a right-click on the status bar opens a menu that turns the statistics on and off (Average, Count, Numerical Count, Minimum, Maximum, Sum; `view.statusBar`) | done for the statistics; the other status bar options are not customizable |
@@ -159,7 +159,7 @@ keeps the original link and an edit can be undone in one step.
Format Cells, Insert Function (search, Most Recently Used, All and each category), Find and
Replace, Go To and Go To Special, Sort,
Name Manager, Data Validation, Paste Special, Conditional Formatting manager, Page Setup, Goal
Name Manager, Data Validation, Paste Special, Conditional Formatting manager, Page Setup (margins and the page order), Goal
Seek, Scenario Manager, Data Analysis, Forecast Sheet, Macros (macros, Automate scripts and a
note on a VBA project; Run, Step Into, Edit, Create, Delete, Options), Record Macro, the macro step
editor (Excel's VBA editor has no counterpart here) and others exist. Missing or partial: Options,
@@ -196,7 +196,11 @@ scrollbar bugs 2–4 · pixel/feel pass against observed Excel 7–12.
| Date | Change | Summary |
|---|---|---|
| 2026-11-01 | minor | Floating objects: one selection for charts, pictures, shapes and slicers, eight resize handles with matching cursors (right-to-left sheets included), Escape drops the selection |
| 2026-11-02 | minor | Floating objects: one selection for charts, pictures, shapes and slicers, eight resize handles with matching cursors (right-to-left sheets included), Escape drops the selection |
| 2026-11-01 | minor | Chart Design › Add Chart Element offers Data Table with/no legend keys and None; Format Chart Area has a Data Table section with visibility, legend keys, horizontal/vertical borders and outline. Both use engine commands. |
| 2026-11-01 | minor | Page Setup has a Page order choice (Down, then over, the default, or Over, then down) with a small picture of the order, also when Print Titles opens it on its Sheet tab; OK sets it with the margins in one undo step. Printing, PDF export, the print preview, Page Break Preview's page numbers and Page Layout view's headers and footers follow the order. The dialog is in German now too |
| 2026-11-01 | minor | Formulas › Error Checking › Trace Error (`formulas.traceError`): red arrows from the cell an error starts in to the selected cell, through the first reference showing the same error at each step, and blue arrows from that cell's own references, as measured in Excel; the command returns the source and the arrows |
| 2026-11-01 | minor | Trace arrows stay when the sheet is zoomed (View › Zoom, the status bar, Ctrl+wheel), as in Excel; every zoom used to remove them (#3097) |
| 2026-10-31 | minor | Esc in a File-page text field leaves the field and cancels editing; the next Esc returns to the sheet (#3035) |
| 2026-10-31 | minor | Recently Used lists the functions most recently entered in a formula from any source, kept with the preferences; the Insert Function dialog is titled as in Excel, its category list (Most Recently Used, All, each category) works, and its category column follows the widest name shown |
| 2026-10-31 | minor | Formulas › Function Library: Insert Function, the AutoSum split button and three columns of labelled small buttons with category colours; category menus end with Insert Function…; More Functions cascades; Home › Editing shares the AutoSum menu; MR key tip for Recently Used |