|
| 1 | +# bslib |
| 2 | + |
| 3 | +> Bootstrap-based UI toolkit for Shiny and R Markdown, enabling data scientists to build professional apps without web development expertise |
| 4 | +
|
| 5 | +## Overview |
| 6 | + |
| 7 | +bslib is an R package that provides Bootstrap-based UI components and theming for Shiny web applications and R Markdown documents. It serves data scientists and analysts who want to build professional-looking apps without needing web development expertise. The package started as a way to access different Bootstrap versions in Shiny (which defaults to Bootstrap 3) and has evolved into a full-featured component library built on modern Bootstrap (v5), offering high-level UI patterns like cards, sidebars, value boxes, and responsive layouts that go beyond Bootstrap's low-level templates. |
| 8 | + |
| 9 | +The package handles the complexity of Sass compilation, dependency management, and client-side interactivity, exposing a clean R API where users call functions like `card()` and `layout_column_wrap()` instead of writing HTML, CSS, or JavaScript. |
| 10 | + |
| 11 | +## Purpose & Design Philosophy |
| 12 | + |
| 13 | +bslib bridges the gap between R users and modern web UI design by: |
| 14 | + |
| 15 | +1. **Abstracting web complexity**: Data scientists call R functions; bslib generates the HTML, manages CSS/JS dependencies, and handles Bootstrap's complexity. |
| 16 | + |
| 17 | +2. **Progressive enhancement**: Components are "more than just" Bootstrap wrappers - they add features Shiny users need (like full-screen card toggles, enhanced sidebars) while maintaining Bootstrap's foundation. |
| 18 | + |
| 19 | +3. **Flexible theming**: Supports both quick customization (via `brand` or `preset` arguments) and deep customization (via Sass variables), with real-time preview capability. |
| 20 | + |
| 21 | +4. **Version flexibility**: Allows apps to use Bootstrap 3 (backwards compatibility), 4, or 5 (modern features) without rewriting code. |
| 22 | + |
| 23 | +The central design tension: provide powerful, opinionated components that "just work" for non-web-developers, while preserving enough flexibility for advanced customization through function arguments like `class` and `style`. Components are opinionated and composable, but users with knowledge of Bootstrap can extend them comfortably. |
| 24 | + |
| 25 | +## Quick Reference |
| 26 | + |
| 27 | +- **Type**: R package with TypeScript components |
| 28 | +- **Languages**: R (API/components), TypeScript (interactivity), Sass (styling) |
| 29 | +- **Key Frameworks**: Bootstrap 3/4/5, Shiny, R Markdown, htmltools |
| 30 | +- **Build Tools**: roxygen2 (R docs), esbuild (TS→JS), yarn (JS deps) |
| 31 | +- **Primary Integration**: Shiny web framework for R |
| 32 | + |
| 33 | +## Architecture |
| 34 | + |
| 35 | +### The Two-Layer System |
| 36 | + |
| 37 | +**R Layer** (`R/` directory): |
| 38 | +- **Theme API**: `bs_theme()` creates a `sass_bundle` object representing a Bootstrap theme with customizations |
| 39 | +- **UI Components**: Functions like `card()`, `sidebar()`, `value_box()` return `htmltools` tag objects |
| 40 | +- **Compilation Orchestration**: `bs_theme_dependencies()` compiles Sass to CSS, bundles JS/fonts, returns HTML dependencies |
| 41 | + |
| 42 | +**TypeScript Layer** (`srcts/` directory): |
| 43 | +- **Component Enhancements**: Adds interactivity beyond Bootstrap (full-screen cards, dark mode toggle, responsive behavior) |
| 44 | +- **Web Components**: Custom elements for complex UI patterns |
| 45 | +- **Build Process**: TypeScript → esbuild → bundled JS in `inst/components/dist/` |
| 46 | + |
| 47 | +### Component Architecture Pattern |
| 48 | + |
| 49 | +Every bslib component follows this pattern: |
| 50 | + |
| 51 | +```r |
| 52 | +my_component <- function(arg1, ..., arg2 = default) { |
| 53 | + # 1. Separate attributes and children in dots, if needed. Useful when named |
| 54 | + # attributes become attributes on a different tag than the children. |
| 55 | + dots <- separate_arguments(...) # => list(attribs = ..., children = ...) |
| 56 | + |
| 57 | + # 2. Build htmltools tag structure |
| 58 | + tag <- div( |
| 59 | + class = "bslib-my-component", |
| 60 | + data-attribute = "value", |
| 61 | + !!!dots$attribs, |
| 62 | + !!!dots$children, |
| 63 | + # 3. Add component-specific JS/CSS dependencies, |
| 64 | + my_component_dependencies() |
| 65 | + ) |
| 66 | + |
| 67 | + # 4. Attach component dependencies (CSS/JS) |
| 68 | + tag <- tagAppendAttributes(tag, ...) |
| 69 | + tag_require(tag, version = 5) # Ensures Bootstrap 5 |
| 70 | + |
| 71 | + # 5. Return as HTML fragment |
| 72 | + as_fragment(tag) |
| 73 | +} |
| 74 | +``` |
| 75 | + |
| 76 | +Components are **composable**: `layout_sidebar(sidebar(...), card(...))` nests naturally because everything returns `htmltools` tags. |
| 77 | + |
| 78 | +New components should be created in `R/{name}.R` and have a corresponding test file in `tests/testthat/test-{name}.R`. |
| 79 | + |
| 80 | +### Adding TypeScript Interactivity |
| 81 | + |
| 82 | +If your component needs client-side behavior, create TypeScript files in `srcts/src/components/`: |
| 83 | + |
| 84 | +``` |
| 85 | +srcts/src/components/ |
| 86 | + my-component.ts # Component logic |
| 87 | + index.ts # Update to export your component |
| 88 | +``` |
| 89 | + |
| 90 | +The build process (`yarn build`) compiles all exports from `srcts/src/components/index.ts` into `inst/components/dist/components.min.js`. On the R side, attach this dependency using `component_dependencies()` so the compiled JavaScript is included when your component renders. The TypeScript code typically: |
| 91 | +- Initializes on elements with specific `data-*` attributes (e.g., `data-bslib-my-component`) |
| 92 | +- Uses Bootstrap's JavaScript API for native component integration |
| 93 | +- Registers event listeners and manages component state |
| 94 | +- Communicates with Shiny via `Shiny.setInputValue()` when needed |
| 95 | + |
| 96 | +### Adding Component Styles |
| 97 | + |
| 98 | +Component-specific Sass should be placed in `inst/components/scss/`, e.g. `inst/components/scss/my-component.scss`. |
| 99 | + |
| 100 | +These styles are compiled as part of the theme compilation process and become themable (they can access Bootstrap variables like `$primary`, `$border-radius`, etc.). |
| 101 | + |
| 102 | +The final CSS should use CSS variables (e.g. `--bslib-*`) to support runtime theming, and these variables can fall back to using Bootstrap Sass variables that are filled in during compilation. |
| 103 | + |
| 104 | +### Server-Client Communication Patterns |
| 105 | + |
| 106 | +There are three main ways to communicate between the Shiny server and client-side components: |
| 107 | + |
| 108 | +**1. Input Bindings (for bidirectional component state)** |
| 109 | + |
| 110 | +Create a full Shiny input by extending `InputBinding` and implementing `getValue()`, `setValue()`, and `receiveMessage()`. This is the most robust pattern for components that maintain state and can be updated from the server. |
| 111 | + |
| 112 | +- **Example**: Sidebar (`srcts/src/components/sidebar.ts`, `R/sidebar.R`) |
| 113 | +- **Client side**: `SidebarInputBinding` extends `InputBinding`, implements `receiveMessage(el, data)` to handle server updates |
| 114 | +- **Server side**: `sidebar()` creates the input, server updates via `session$sendInputMessage(id, list(method = "open"))` |
| 115 | +- **Use when**: The component is a true input control with state that should be bookmarkable and updatable from both client and server |
| 116 | + |
| 117 | +**2. Simple Input Values (for reporting client state)** |
| 118 | + |
| 119 | +Use `Shiny.setInputValue()` to send values from client to server in a lightweight, non-bookmarkable way. Best for internal state reporting. |
| 120 | + |
| 121 | +- **Example**: Card full-screen state (`srcts/src/components/card.ts`, `R/card.R`) |
| 122 | +- **Client side**: `Shiny.setInputValue(this.card.id + "_full_screen", isFullScreen)` |
| 123 | +- **Server side**: Read value via `input$<card_id>_full_screen` (reactive) |
| 124 | +- **Use when**: Component needs to report state changes to server but doesn't need full input binding infrastructure or bookmarking |
| 125 | + |
| 126 | +**3. Custom Messages (for server-initiated updates)** |
| 127 | + |
| 128 | +Use `session$sendCustomMessage()` from the server and register a handler with `Shiny.addCustomMessageHandler()` on the client. Ideal for global updates or when you don't have a specific input `id`. |
| 129 | + |
| 130 | +- **Example**: Dark mode toggle (`R/input-dark-mode.R`, `srcts/src/components/webcomponents/inputDarkMode.ts`) |
| 131 | +- **Server side**: `session$sendCustomMessage("bslib.toggle-dark-mode", list(method = "toggle", value = "dark"))` |
| 132 | +- **Client side**: `Shiny.addCustomMessageHandler("bslib.toggle-dark-mode", function(data) { ... })` |
| 133 | +- **Use when**: Updates affect global state or the communication is primarily one-way (server → client) |
| 134 | + |
| 135 | +### Key Design Aspects |
| 136 | + |
| 137 | +**Sass Layering System**: |
| 138 | +- Bootstrap core variables (lowest priority) |
| 139 | +- Preset/Bootswatch theme overrides |
| 140 | +- User-specified variables (via `bs_theme(bg = ...)`) |
| 141 | +- Custom rules (via `bs_add_rules()`) |
| 142 | +- Highest priority wins in Sass compilation |
| 143 | + |
| 144 | +**Dependency Management**: |
| 145 | +- Uses `htmltools::htmlDependency()` to track CSS/JS files |
| 146 | +- Dependencies are automatically deduplicated when tags are rendered |
| 147 | +- Each component specifies its own dependencies; htmltools resolves conflicts |
| 148 | + |
| 149 | +**Version Handling**: |
| 150 | +- `inst/lib/bs3/`, `inst/lib/bs4/`, `inst/lib/bs5/` contain Bootstrap sources |
| 151 | +- Component functions check version compatibility via `tag_require(tag, version = 5)` |
| 152 | +- Some components (modern layouts, value boxes) only work with Bootstrap 5 |
| 153 | + |
| 154 | +## Technical Details |
| 155 | + |
| 156 | +### Directory Structure |
| 157 | + |
| 158 | +``` |
| 159 | +bslib/ |
| 160 | +├── R/ # R package source |
| 161 | +│ ├── bs-theme*.R # Theme creation and management API |
| 162 | +│ ├── bs-dependencies.R # Sass compilation and dependency bundling |
| 163 | +│ ├── card.R, sidebar.R, ... # UI component functions |
| 164 | +│ ├── layout.R, page.R # Layout containers and page templates |
| 165 | +│ ├── navs.R, nav-*.R # Navigation components (tabs, pills, navbar) |
| 166 | +│ └── utils*.R # Internal utilities |
| 167 | +│ |
| 168 | +├── inst/ # Assets bundled with package |
| 169 | +│ ├── lib/ # Third-party libraries |
| 170 | +│ │ ├── bs3/, bs4/, bs5/ # Bootstrap source Sass and compiled JS |
| 171 | +│ │ ├── bsw3/, bsw4/, bsw5/ # Bootswatch theme Sass |
| 172 | +│ │ └── bs-colorpicker/, bs-a11y-p/ # Additional libraries |
| 173 | +│ ├── components/ |
| 174 | +│ │ ├── scss/ # Custom component Sass (bslib-specific styles) |
| 175 | +│ │ └── dist/ # Compiled component JS (from srcts/) |
| 176 | +│ ├── css-precompiled/ # Precompiled CSS for stock Bootstrap builds |
| 177 | +│ │ ├── 3/, 4/, 5/ # Organized by Bootstrap version |
| 178 | +│ ├── builtin/bs5/shiny/ # Built-in "shiny" preset theme assets |
| 179 | +│ ├── examples-shiny/ # Demo Shiny apps (runExample()) |
| 180 | +│ └── fonts/ # Font files used by components |
| 181 | +│ |
| 182 | +├── srcts/ # TypeScript source (not in built package) |
| 183 | +│ ├── src/components/ # Component TypeScript implementations |
| 184 | +│ └── build/ # esbuild configuration |
| 185 | +│ |
| 186 | +├── man/ # Generated R documentation (from roxygen2) |
| 187 | +├── tests/testthat/ # Unit tests |
| 188 | +├── vignettes/ # Package vignettes (guides/tutorials) |
| 189 | +├── _dev/ # Development scripts and notes |
| 190 | +├── docs/ # pkgdown website (generated) |
| 191 | +│ |
| 192 | +├── DESCRIPTION # Package metadata and dependencies |
| 193 | +├── NAMESPACE # Exported functions (auto-generated) |
| 194 | +├── package.json, yarn.lock # Node.js dependencies for build process |
| 195 | +└── tsconfig.json # TypeScript compiler configuration |
| 196 | +``` |
| 197 | + |
| 198 | +### Key Components & Modules |
| 199 | + |
| 200 | +**Theme System** (`R/bs-theme*.R`): |
| 201 | +- `bs_theme()`: Main entry point; creates `sass_bundle` with Bootstrap + customizations |
| 202 | +- `bs_theme_update()`, `bs_add_variables()`, `bs_add_rules()`: Modify existing themes |
| 203 | +- `bs_theme_preview()`: Interactive Shiny app for real-time theme editing |
| 204 | +- Preset system: Built-in themes (`builtin_themes()`), Bootswatch (`bootswatch_themes()`), brand.yml |
| 205 | + |
| 206 | +**UI Components** (`R/card.R`, `R/sidebar.R`, `R/value-box.R`, etc.): |
| 207 | +- `card()` family: Container with header/body/footer, full-screen capability |
| 208 | +- `layout_*()` family: Column wrapping, sidebars, fillable containers |
| 209 | +- `value_box()`: Dashboard metric display with icons and styling |
| 210 | +- `navset_*()` family: Tabbed and navigation interfaces |
| 211 | +- `page_*()` family: Page-level templates (fillable, sidebar, navbar, fluid) |
| 212 | + |
| 213 | +**Compilation & Dependencies** (`R/bs-dependencies.R`): |
| 214 | +- `bs_theme_dependencies()`: Compiles theme → CSS, bundles all dependencies |
| 215 | +- `bs_dependency()`: Creates themable component dependencies for extension authors |
| 216 | +- Precompilation logic: Checks for stock builds, falls back to dynamic compilation |
| 217 | +- Caching via `sass::sass_cache_context_dir()` |
| 218 | + |
| 219 | +**Client-Side Enhancements** (`srcts/src/components/`): |
| 220 | +- Card full-screen mode toggle and state management |
| 221 | +- Dark mode input (`input-dark-mode.ts`) |
| 222 | +- Sidebar collapse/expand behavior |
| 223 | +- Web components for complex interactions |
| 224 | + |
| 225 | +**Legacy Compatibility** (`R/navs-legacy.R`, `inst/bs3compat/`): |
| 226 | +- Bootstrap 3 compatibility shims for Shiny components |
| 227 | +- Migration helpers for transitioning apps from BS3 to BS4/5 |
| 228 | + |
| 229 | +## Development Workflow |
| 230 | + |
| 231 | +### Getting Started |
| 232 | + |
| 233 | +```r |
| 234 | +# Install package dependencies |
| 235 | +pak::local_install_dev_deps() |
| 236 | +``` |
| 237 | + |
| 238 | +```bash |
| 239 | +# For TypeScript development |
| 240 | +# (Requires Node.js 14+ and Yarn 1.22+) |
| 241 | +yarn install |
| 242 | +``` |
| 243 | + |
| 244 | +### Common Tasks |
| 245 | + |
| 246 | +**Build TypeScript components**: |
| 247 | +```bash |
| 248 | +yarn build # Compile TS → JS (with type checking and linting) |
| 249 | +yarn watch # Auto-rebuild on file changes |
| 250 | +yarn check_types # TypeScript type checking only |
| 251 | +yarn check_lint # ESLint checks only |
| 252 | +``` |
| 253 | + |
| 254 | +**R package development**: |
| 255 | +```r |
| 256 | +devtools::load_all() # Load package for interactive development |
| 257 | +devtools::document() # Build documentation |
| 258 | +devtools::test() # Run tests |
| 259 | +devtools::test(filter = "{name}") # Test specific file |
| 260 | +devtools::check() # Check package (R CMD check) (use as final check) |
| 261 | +``` |
| 262 | + |
| 263 | +**Enable Shiny dev mode** (disables caching/precompilation): |
| 264 | +```r |
| 265 | +options(shiny.devmode = TRUE) |
| 266 | +# or |
| 267 | +shiny::devmode(TRUE) |
| 268 | +``` |
| 269 | + |
| 270 | +## Code Conventions & Standards |
| 271 | + |
| 272 | +**R Code Style**: |
| 273 | +- Follow tidyverse style guide (function names use `snake_case`) |
| 274 | +- Exported functions documented with roxygen2 (`#'` comments) |
| 275 | +- Use `rlang` for tidy evaluation (`rlang::list2()`, `!!!` for splicing) |
| 276 | + |
| 277 | +**TypeScript Code Style**: |
| 278 | +- ESLint + Prettier enforce formatting |
| 279 | +- Avoid `any` types; prefer explicit typing |
| 280 | +- Use `lit` or standard `CustomElement` for web components |
| 281 | +- Shiny uses jQuery internally, but all new components should strive to use standard browser APIs |
| 282 | +- External Bootstrap types via `@types/bootstrap` |
| 283 | + |
| 284 | +**Naming Conventions**: |
| 285 | +- `bs_*()`: Core theming functions |
| 286 | +- `layout_*()`: Layout containers |
| 287 | +- `card_*()`, `value_box_*()`: Component families |
| 288 | +- `navset_*()`: Navigation components |
| 289 | +- Internal helpers do not need a prefix; they are simply not exported |
| 290 | + |
| 291 | +**Documentation Patterns**: |
| 292 | +- Every exported function has `@export` and complete roxygen2 docs |
| 293 | +- `@family` tags group related functions |
| 294 | +- `@examplesIf rlang::is_interactive()` prevents CRAN issues |
| 295 | +- Cross-reference related functions with `[function_name()]` |
| 296 | +- Order roxygen2 tags: `@description`, sections, `@examples`, `@param`, `@return`, `@seealso`, `@family`, `@export`. |
| 297 | +- If multiple functions are documented in a single Rd file, use `@describeIn parent_function Description...` for all functions, including the parent function. |
| 298 | + |
| 299 | +## Important Notes |
| 300 | + |
| 301 | +**Bootstrap Version Compatibility**: |
| 302 | +- Modern components (e.g., `value_box()`, `layout_column_wrap()`) require Bootstrap 5 |
| 303 | +- Components call `tag_require(tag, version = 5)` to enforce version requirements |
| 304 | +- bslib provides Bootstrap 3/4 dependencies, but its components all target BS5+ |
| 305 | + |
| 306 | +**htmltools Dependency System**: |
| 307 | +- Multiple components can declare the same dependency (e.g., Bootstrap CSS) - htmltools deduplicates automatically |
| 308 | +- Dependencies can be added directly into any `tag` object or `tagList()`, you do not need to use `attachDependencies()` manually |
| 309 | + |
| 310 | +**Common Gotchas**: |
| 311 | +- TypeScript changes require `yarn build` before R package sees updates |
| 312 | +- `inst/` directory contents are copied to package root during installation |
| 313 | +- Sass variables use `$` prefix in Sass but `bs_theme()`/`bs_add_variables()` use R named arguments without `$` |
| 314 | + |
| 315 | +## Resources |
| 316 | + |
| 317 | +- **Package Website**: https://rstudio.github.io/bslib/ |
| 318 | +- **GitHub Repository**: https://github.com/rstudio/bslib |
| 319 | +- **Key Articles** (on website): |
| 320 | + - [Theming](https://rstudio.github.io/bslib/articles/theming.html) |
| 321 | + - [Dashboards](https://rstudio.github.io/bslib/articles/dashboards.html) |
| 322 | + - [Cards](https://rstudio.github.io/bslib/articles/cards.html) |
| 323 | + - [Custom Components](https://rstudio.github.io/bslib/articles/custom-components.html) |
| 324 | +- **README.md**: Quick start and installation |
| 325 | +- **NEWS.md**: Changelog and release notes |
| 326 | +- **Sass Package**: https://rstudio.github.io/sass/ (powers theming) |
| 327 | +- **Bootstrap Documentation**: https://getbootstrap.com/ (underlying framework) |
| 328 | + |
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