sumExtras 0.2.0

Breaking Changes

• group_styling() renamed to add_group_styling() to follow gtsummary’s add_*() naming convention

New Features

• New add_group_colors() function provides a clean, pipeable way to add background colors to group headers
  • Combines text formatting, gt conversion, and color application in one step
  • Eliminates need for manual get_group_rows() and as_gt() calls
  • Perfect for creating publication-ready tables quickly
  • Reduces typical styling code from 20+ lines to ~11 lines (45% reduction)

Documentation

• Updated all examples and vignettes to use new function names
• Improved README with cleaner side-by-side comparison showcasing the new API
• Added comprehensive add_group_colors() section to styling vignette with side-by-side manual vs. convenience pattern comparison
• Updated all function references across documentation

sumExtras 0.1.1 (development version)

Bug Fixes

• clean_table() now correctly handles additional percentage formats including 0% (0.000) and 0.00% (0.00), which were previously not being converted to dashes
• apply_labels_from_dictionary() improved with clearer implementation using traditional for-loop instead of confusing <<- side-effect assignment

Improvements

• Removed stringr dependency by replacing str_detect() with base R grepl(..., perl = TRUE), reducing package dependency footprint
• Replaced purrr::walk2() with traditional for-loop in apply_labels_from_dictionary() for improved code clarity and maintainability
• add_auto_labels() now displays a clearer, more user-friendly message when automatically finding a dictionary in the environment: “Auto-labeling from ‘dictionary’ object in your environment (this message will only show once per session)”. The message now only appears once per R session to reduce clutter

Documentation

• Added package-level documentation (sumExtras-package) with notes about dependency on gtsummary internal structures and minimum version requirements
• Enhanced add_auto_labels() documentation with comprehensive explanation of R’s ecosystem label convention, including integration with haven, Hmisc, and ggplot2 4.0+. New documentation clarifies how labels work across the R ecosystem using standard "label" attributes without special packages or formats
• Added extensive documentation to apply_labels_from_dictionary() explaining the implementation approach using native R attributes and ecosystem compatibility
• Updated README with new “How Labels Work” section explaining how the labeling system uses R’s standard attribute convention, enabling seamless integration with ggplot2, gt, Hmisc, and other label-aware packages
• Added Fisher test documentation in extras() explaining why Monte Carlo simulation is used
• Created CITATION file for proper package attribution
• Added comprehensive new vignettes covering key sumExtras workflows:
  • vignette("labeling") - Automatic Variable Labeling: Detailed guide to unified labeling across gtsummary tables and ggplot2 plots. Covers R’s label attribute system, creating and maintaining data dictionaries, automatic label discovery with add_auto_labels(), setting label attributes with apply_labels_from_dictionary(), label priority control via sumExtras.preferDictionary option, and cross-package workflows demonstrating seamless integration between gtsummary, ggplot2, and gt
  • vignette("styling") - Table Styling and Formatting: Advanced techniques for creating publication-ready tables. Covers creating visually organized tables with group headers, styling group headers with text formatting via group_styling(), adding background colors for emphasis with get_group_rows(), theme management across gtsummary and gt with use_jama_theme() and theme_gt_compact(), and combining techniques for professional table presentation

Testing

• Comprehensive labeling test suite added - 51 new test cases (826+ lines) in test-labels.R providing thorough coverage of the labeling system:
  • Dictionary auto-discovery and session-scoped messaging behavior
  • Label priority logic testing both default (attributes > dictionary) and preferDictionary = TRUE modes
  • Comprehensive error validation with proper error classes for invalid inputs
  • Edge case coverage: NA values, empty/single-row data, very long labels
  • Integration tests validating all 9 vignette workflow scenarios
  • Performance testing with large dictionaries (1000+ entries) and wide data
  • Robustness testing with special characters, unicode, and underscores
• Added unicode and emoji test to verify label handling of special characters (emoji, Greek letters, symbols)
• Updated all regex tests to use base R grepl() instead of stringr
• Package now has 245 passing test assertions with 100% success rate

sumExtras 0.1.0 (2025-11-15)

Breaking Changes

• Removed automatic JAMA compact theme setting on package load to comply with CRAN policies
• Package no longer modifies global gtsummary theme automatically when loaded
• create_labels() has been deprecated and removed. Users should migrate to add_auto_labels() instead. Migration example: Instead of tbl_summary(label = create_labels(data, dict)), use tbl_summary() |> add_auto_labels(dict).

New Features

• Added use_jama_theme() function for explicit JAMA compact theme application
• Users can now opt-in to the recommended JAMA theme by calling use_jama_theme()
• add_auto_labels() now supports tbl_regression and tbl_uvregression objects in addition to tbl_summary objects, enabling automatic variable labeling for regression tables from dictionary files (55bc540)
• add_auto_labels() now automatically searches the calling environment for a dictionary object when no dictionary is explicitly provided
• add_auto_labels() can now read label attributes directly from data as a fallback when no dictionary is found, enabling seamless integration with {haven}, {labelled}, and other packages that set label attributes
• add_auto_labels() implements a smart label priority hierarchy: Manual labels (set via label = list() in tbl_summary()) always take precedence, followed by dictionary/attribute labels (based on sumExtras.preferDictionary option), then default variable names
• Added apply_labels_from_dictionary() function to set label attributes on data from a dictionary, enabling cross-package workflows with ggplot2 4.0+ automatic axis labeling, gt, and other label-aware packages
• Added options(sumExtras.preferDictionary) to control label priority when both dictionary and attribute labels are available. Default is FALSE (attributes preferred over dictionary)
• group_styling() gains an indent_labels parameter (default 0L) to control indentation of variable labels under group headers. Set to 4L to preserve gtsummary’s default group indentation behavior
• extras() gains a last parameter to control Overall column position (default FALSE aligns with gtsummary::add_overall() behavior)
• extras() gains a .args parameter to accept a list of arguments, allowing programmatic control of pval, overall, and last parameters

Minor Improvements and Bug Fixes

• add_auto_labels() now gracefully handles missing dictionaries by falling back to label attributes instead of erroring, improving robustness in workflows where dictionary availability varies
• Fixed missing import of gtsummary::all_tests() in extras() function
• Improved regex pattern in clean_table() to avoid false positives (e.g., matching "..." or " ")
• extras() now warns when add_overall() or add_p() fail instead of silently continuing
• Fixed modify_indent() column parameter in group_styling() - column name now properly quoted as “label” to ensure correct indentation when rendering vignettes in pkgdown
• Enhanced extras() to warn when called with unsupported table types (tbl_regression, tbl_strata, non-stratified tables) instead of silently skipping features
• Fixed clean_table() handling of tbl_strata objects by detecting when var_type column is missing

Performance Improvements

• Optimized add_auto_labels() to avoid double iteration when extracting variable names and labels

Documentation

• Updated README with use_jama_theme() usage in Quick Start
• Updated vignette with new theme management section
• Added use_jama_theme() to function reference list
• Improved documentation formatting across all functions

sumExtras 0.0.0.9000 (development version)

• Initial development release of sumExtras
• Added extras() function for streamlined gtsummary table styling
• Added clean_table() for standardized missing value display
• Added add_auto_labels() and create_labels() for automatic variable labeling
• Added theme_gt_compact() for JAMA-style gt table themes
• Added group_styling() for enhanced group header formatting