---
title: "Developing Patterns"
output: rmarkdown::html_vignette
vignette: >
  %\VignetteIndexEntry{Developing Patterns}
  %\VignetteEngine{knitr::rmarkdown}
  %\VignetteEncoding{UTF-8}
---
  
```{r, include = FALSE}
knitr::opts_chunk$set(
collapse = TRUE,
dev = "ragg_png",
comment = "#>"
)
```
```{r setup}
library("ggplot2")
library("ggpattern")
```

## Developing Patterns - overview

To develop a pattern for use with `{ggpattern}` (and any other packages that use `{gridpattern}`) you will need to:

1. Decide whether this is a geometry-based pattern or an array-based pattern.
2. Create a function with the required arguments and return value
3. Use `options()` to let `{gridpattern}` know that a certain pattern name should be
   delegated to your function.

This vignette shows how to:

* write a `create_pattern()` function of the correct signature for a geometry-based pattern or array-based pattern
* Instruct `{ggpattern}` on where to find this user-defined pattern

### Table of Contents

* [The two pattern classes](#classes)
* [List of all pattern aesthetics](#aes)
* [Aesthetic use by `{ggpattern}` patterns](#aes-by-pattern)
* [Geometry-based pattern functions](#geometry-based)
* [Array-based pattern functions](#array-based)
* [Example: Three-color polygon tilings (adapting `{ggplot2}` aesthetics)](#geometry-example-2)
* [Other examples](#other-example)

## <a name="classes"></a> Pattern Classification - geometry-based and array-based

There are only 2 high-level classes of pattern supported by `gridpattern` - geometry-based
and array-based.

**Geometry-based** patterns create a series of geometry objects and trim
them (using `sf::st_intersection()`, `gridGeometry::polyclipGrob()`, `gridpattern::alphaMaskGrob()`, etc)
to be within the boundary of the grob. 
For example, the 'stripes' pattern in `gridpattern` is a series of equally spaced rectangular polygons.

**Array-based** patterns are RGBA image arrays.  Any supplied image will be 
processed by `gridpattern` to ensure it is masked to only apply to the area 
within the grob's boundary.

## <a name="aes"></a> `{ggpattern}` Aesthetics - Descriptions and Defaults

Although custom `{gridpattern}` pattern parameters need not limit itself to the set of aesthetics provided by `{ggpattern}` doing
so may make your pattern more useful for others:

<details open = "true">
<summary> `{ggpattern}` aesthetic summary - click to open/close </summary>

| aesthetic                  | description                                   | default    | possible values                    |
|----------------------------|-----------------------------------------------|------------|------------------------------------|
| `pattern`                  | Name of the pattern to draw                   | 'stripe'   | `gridpattern::names_pattern`       |
| `pattern_alpha`            | Alpha                                         | 1          | value in range [0, 1] or `NA`      |
| `pattern_angle`            | Rotation angle (entire pattern)               | 30         | angle in degrees                   |
| `pattern_aspect_ratio`     | Aspect ratio adjustment                       | NA         | usual range [0.01, 10]             |
| `pattern_colour`           | Stroke colour                                 | 'grey20'   | colour                             |
| `pattern_density`          | Approx. fraction of area the pattern fills    | 0.2        | value in range [0, 1]              |
| `pattern_filename`         | Image filename/URL                            | ''         | Filename/URL                       |
| `pattern_fill`             | Fill colour                                   | 'grey80'   | colour (or grid pattern/gradient)  |
| `pattern_fill2`            | Second fill colour                            | '#4169E1'  | colour (or grid pattern/gradient)  |
| `pattern_filter`           | Image scaling filter                          | 'lanczos'  | `magick::filter_types`             |
| `pattern_frequency`        | Frequency                                     | 0.1        |                                    |
| `pattern_gravity`          | Image placement                               | 'center'   | `magick::gravity_types`            |
| `pattern_grid`             | Pattern grid type                             | 'square'   | 'square', 'hex', 'hex\_circle'     |
| `pattern_key_scale_factor` | Scale factor for pattern in legend            | 1          |                                    |
| `pattern_linetype`         | Stroke linetype                               | 1          | linetype                           |
| `pattern_option_1 - 5`     | Generic options for expansion                 | 0          |                                    |
| `pattern_orientation`      | Orientation                                   | 'vertical' | 'vertical', 'horizontal', 'radial' |
| `pattern_phase`            | Phase                                         | 0          |                                    |
| `pattern_res`              | Pattern resolution (pixels per inch)          | NA         |                                    |
| `pattern_rot`              | Rotation angle (shape within pattern)         | 0          | angle in degrees                   |
| `pattern_scale`            | Scale                                         | 1          | Multiplier                         |
| `pattern_shape`            | Plotting shape                                | 1          | shapes                             |
| `pattern_size`             | Stroke linewidth                              | 1          | linewidth                          |
| `pattern_spacing`          | Spacing between repetitions of pattern        | 0.05       | value in  `pattern_units` grid units |
| `pattern_subtype`          | Generic control option                        | NA         | pattern-dependent                  |
| `pattern_type`             | Generic control option                        | NA         | pattern-dependent                  |
| `pattern_units`            | Pattern grid unit                             | 'snpc'     | `grid::unit()` unit i.e. 'snpc', 'cm', and 'inches' |
| `pattern_xoffset`          | Shift pattern along x axis                    | 0          | value in  `pattern_units` grid units |
| `pattern_yoffset`          | Shift pattern along y axis                    | 0          | value in  `pattern_units` grid units |

</summary>
</details>

Note `{ggpattern}` may also pass other geom aesthetics of possible interest such as ``fill``.
Also note that `{ggpattern}` will only pass pattern aesthetics values of length one 
but if the pattern is called directly by `gridpattern::patternGrob()` then the pattern
may be passed pattern parameters of arbitrary length.

## <a name="geometry-based"></a> Geometry-based pattern functions - Formal Arguments and Return Values

All geometry-based pattern creation functions must:

1. Have the exact function signature: `function(params, boundary_df, aspect_ratio, legend)`

    * `params` - parameters for the pattern (the aesthetics) e.g `pattern_fill`
    * `boundary_df` - data.frame containing polygon information i.e. The `polygon_df` format.
    * `aspect_ratio` - the best guess that `{gridpattern}` / `{ggpattern}` is able to make as to the
      aspect ratio of the **viewport** in which this pattern is being rendered.
    * `legend` logical value to indicate whether or not this function is being called
      to render a key legend or the in-place geom fill.

2. Return a grid grob object. This can be any valid grob including a `grid::grobTree()`.
   The user should make sure it lies within the boundary represented by `boundary_df` either by clipping with functions
   like `sf::st_intersection()`, `gridGeometry::polyclipGrob()`, `gridpattern::alphaMaskGrob()`, etc.
   or using bounded grob functions like `gridpattern::patternGrob()` or `grid::polygonGrob()`.

## <a name="array-based"></a> Array-based pattern functions - Formal Arguments and Return Values

All array-based pattern creation functions must:

1. Have the exact function signature: `function(width, height, params, legend)`
    * `width,height` - dimensions of the bounding box of the geom area
    * `params` - parameters from the geom (the aesthetics) e.g `pattern_fill`
    * `legend` logical value to indicate whether or not this function is being called
      to render a key legend or the in-place geom fill.
2. Return a 3D array of RGBA values (all values in the range [0, 1]).
   `gridpattern` itself will mask this image so that it only applies to the area within the grob's boundary.

## <a name="polygon_df"></a> The `polygon_df` data.frame format

The `polygon_df` is a very simple data.frame format to contain polygon values.  This is
used to pass the coordinates of the geom boundary from the geom to the
pattern generating function.

It contains only 'x' and 'y' columns for the coordinates, and an 'id' column 
used to signify which polygon the coordinates belong to.

The following `polygon_df` data.frame contains 2 polygons:

```{r echo = FALSE}
x <- read.csv(textConnection("
x,  y,  id
0,  0,   1
1,  0,   1
1,  1,   1
0,  1,   1
0,  0,   2
2,  0,   2
2,  1,   2
0,  1,   2"))

knitr::kable(x, caption = "example data in 'polygon_df' format")
```

## <a name="user-funcs"></a> Associating a function with  `{gridpattern}` pattern name

There are two global `option()` values which can be set - one for geometry-based 
patterns, and the other for array-based patterns.

The global values should point to a named list, where the names are the pattern 
names you want to use within `{gridpattern}`, and the named values are the
actual functions.  Note for backwards-compatibility with the original `{ggpattern}` system
these options start with `ggpattern` instead of `gridpattern`.


```{r eval = FALSE}
options(ggpattern_array_funcs    = list(your_pattern_name = your_pattern_function))
options(ggpattern_geometry_funcs = list(your_pattern_name = your_pattern_function))
```

Pattern names must be different from any of the builtin patterns included in `{gridpattern}`.

<a name="geometry-example-2"></a> Example: Three-color polygon tilings (adapting `{ggplot2}` aesthetics)
---------------------------------------------------------------------------------------------------------

All geometry-based pattern creation functions must:

1. Have the exact function signature: `function(params, boundary_df, aspect_ratio, legend)`
    * `params` - parameters from the geom (the aesthetics) e.g `pattern_fill`
    * `boundary_df` - data.frame containing polygon information i.e. The `polygon_df` format.
    * `aspect_ratio` - the best guess that `{gridpattern}` / `{ggpattern}` is able to make as to the
      aspect ratio of the **viewport** in which this pattern is being rendered.
    * `legend` logical value to indicate whether or not this function is being called
      to render a key legend or the in-place geom fill.
2. Return a grid grob bounded by the boundary represented by `boundary_df` 
   (including grid structures like a `grid::grobTree()`).

For this example we'll adapt the built-in 'polygon\_tiling' pattern to create a new 'tiling3' pattern that fills the polygon tiling with three colors: the `fill` aesthetic, the `pattern_fill` aesthetic, and their "average" color.

```{r}
tiling3_pattern <- function(params, boundary_df, aspect_ratio, legend = FALSE) {
    args <- as.list(params)
    args <- args[grep("^pattern_", names(args))]

    # hexagonal tiling using "regular_polygon" pattern
    args$pattern <- "polygon_tiling"

    # three-color tiling using `fill`, `pattern_fill` and their "average"
    avg_col <- gridpattern::mean_col(params$fill, params$pattern_fill)
    args$pattern_fill <- c(params$fill, avg_col, args$pattern_fill)

    args$x <- boundary_df$x
    args$y <- boundary_df$y
    args$id <- boundary_df$id
    args$prefix <- ""

    do.call(gridpattern::patternGrob, args)
}

```

A global option `ggpattern_geometry_funcs` is a named list which contains 
geometry-based pattern creating functions to use outside of `ggpattern`.

The **name** used in this list corresponds to the `pattern` name used with 
the geom - in this case we will be using `pattern = 'complex'`.

```{r}
options(ggpattern_geometry_funcs = list(tiling3 = tiling3_pattern))
```

```{r tiling3_pattern, fig.alt = "ggplot2 plot using a custom polygon tiling pattern fill."}
df <- data.frame(trt = c("a", "b", "c"), outcome = c(2.3, 1.9, 3.2))
ggplot(df, aes(trt, outcome)) +
    geom_col_pattern(aes(fill = trt, pattern_type = trt),
                     pattern = 'tiling3',
                     pattern_angle = 45,
                     pattern_spacing = 0.15) +
    scale_pattern_type_manual(values = c("hexagonal", "tetrakis_square", "rhombille")) +
    theme(legend.key.size = unit(1.2, 'cm'))
```

<a name="other-example"></a> Other examples
-------------------------------------------

The `{gridpattern}` package contains a vignette on developing `{gridpattern}` / `{ggpattern}` patterns with a few more examples including an example of layering patterns on top of each other.  Use [`vignette("developing-patterns", package="gridpattern")`](https://trevorldavis.com/R/gridpattern/dev/articles/developing-patterns.html) to see it.

Also the `{gridpattern}` source contains the full source code for  `r length(gridpattern::names_pattern)`patterns: https://github.com/trevorld/gridpattern/tree/main/R

.
