Merge branch 'master' into 3984-facets-empty-dataset

Author: AaronStiff

Diff for: .circleci/config.yml

@@ -52,3 +52,6 @@ doc/check-or-enforce-order.py
 packages/javascript/jupyterlab-plotly/lib/
 packages/python/plotly/jupyterlab_plotly/labextension/
 packages/python/plotly/jupyterlab_plotly/nbextension/index.js*
+
+test/percy/*.html
+test/percy/pandas2/*.html

Diff for: .gitignore

@@ -2,11 +2,51 @@
 All notable changes to this project will be documented in this file.
 This project adheres to [Semantic Versioning](http://semver.org/).
 
-## UNRELEASED
+## [UNRELEASED]
+
+### Fixed
+  - Fixed another compatibility issue with Pandas 2.0, just affecting `px.*(line_close=True)` [[#4190](https://github.com/plotly/plotly.py/pull/4190)]
+
+## [5.14.1] - 2023-04-05
+
+### Fixed
+  - Fixed compatibility issue with Pandas 2.0 [[#4103](https://github.com/plotly/plotly.py/pull/4103)]
+
+## [5.14.0] - 2023-03-29
+
+### Updated
+  - Updated Plotly.js to from version 2.18.2 to version 2.20.0. See the [plotly.js CHANGELOG](https://github.com/plotly/plotly.js/blob/master/CHANGELOG.md#2200----2023-03-15) for more information. Notable changes include:
+    - Add `title.automargin` to enable automatic top and bottom margining for both container and paper referenced titles [[#6428](https://github.com/plotly/plotly.js/pull/6428)],
+   with thanks to [Gamma Technologies](https://www.gtisoft.com/) for sponsoring the related development.
+    - Add `label` attribute to shapes [[#6454](https://github.com/plotly/plotly.js/pull/6454)], with thanks to the [Volkswagen](https://www.volkswagenag.com) Center of Excellence for Battery Systems for sponsoring development!
+    - Add `labelalias` to various axes namely cartesian, gl3d, polar, smith, ternary, carpet,
+   indicator and colorbar [[#6481](https://github.com/plotly/plotly.js/pull/6481)],
+   this feature was anonymously sponsored: thank you to our sponsor!
+  - Key errors no longer precalculated when performing updates on plots [[#4101](https://github.com/plotly/plotly.py/pull/4101)]
+
+### Fixed
+- Fixed an issue with characters displaying incorrectly, by adding `charset="utf-8"` to scripts in `to_html` [[#4114](https://github.com/plotly/plotly.py/pull/4114)]
+- Added `packaging` to install requirements, fixing a `No module named 'packaging` error on Python 3.6 [[#4113](https://github.com/plotly/plotly.py/pull/4113)]
+
+### Added
+- Added option to allow passing a column name as a `str` in `hover_data` and `custom_data` in `plotly.express` [[4083](https://github.com/plotly/plotly.py/pull/4083)]
+
+## [5.13.1] - 2023-02-24
+
+### Updated
+  - Updated Plotly.js to from version 2.18.0 to version 2.18.2. See the [plotly.js CHANGELOG](https://github.com/plotly/plotly.js/blob/master/CHANGELOG.md#2182----2023-02-15) for more information. These changes are reflected in the auto-generated `plotly.graph_objects` module.
+  - Updated distutils.Version to packaging.Version [#3897](https://github.com/plotly/plotly.py/pull/3897)] and [#4055](https://github.com/plotly/plotly.py/pull/4055)]
+
+## [5.13.0] - 2023-01-23
 
 ### Updated
   - Updated Plotly.js to from version 2.17.1 to version 2.18.0. See the [plotly.js CHANGELOG](https://github.com/plotly/plotly.js/blob/master/CHANGELOG.md#2180----2023-01-19) for more information. Notable changes include:
     - Add `sync` tickmode option [[#6356](https://github.com/plotly/plotly.js/pull/6356), [#6443](https://github.com/plotly/plotly.js/pull/6443)], with thanks to @filipesantiagoAM and @VictorBezak for the contribution!
+  - Build process now uses Node 18.x and version 2 lockfile (should be an invisible change for users) [[#4034](https://github.com/plotly/plotly.py/pull/4034)]
+
+### Fixed
+  - `write_html()` now explicitly encodes output as UTF-8 because Plotly.js' bundle contains such characters [[#4021](https://github.com/plotly/plotly.py/pull/4021)] and [[#4022](https://github.com/plotly/plotly.py/pull/4022)]
+  - fixed `iframe` renderer regression from 5.12 and also fixed error when this renderer was used in the very first cell in a notebook [[#4036](https://github.com/plotly/plotly.py/pull/4036)]
 
 
 ## [5.12.0] - 2023-01-12

Diff for: CHANGELOG.md

@@ -33,7 +33,7 @@
 
 ## Quickstart
 
-`pip install plotly==5.12.0`
+`pip install plotly==5.14.1`
 
 Inside [Jupyter](https://jupyter.org/install) (installable with `pip install "jupyterlab>=3" "ipywidgets>=7.6"`):
 
@@ -78,13 +78,13 @@ Built on top of [plotly.js](https://github.com/plotly/plotly.js), `plotly.py` is
 plotly.py may be installed using pip...
 
 ```
-pip install plotly==5.12.0
+pip install plotly==5.14.1
 ```
 
 or conda.
 
 ```
-conda install -c plotly plotly=5.12.0
+conda install -c plotly plotly=5.14.1
 ```
 
 ### JupyterLab Support
@@ -106,7 +106,7 @@ The instructions above apply to JupyterLab 3.x. **For JupyterLab 2 or earlier**,
 
 ```
 # JupyterLab 2.x renderer support
-jupyter labextension install jupyterlab-plotly@5.12.0 @jupyter-widgets/jupyterlab-manager
+jupyter labextension install jupyterlab-plotly@5.14.1 @jupyter-widgets/jupyterlab-manager
 ```
 
 Please check out our [Troubleshooting guide](https://plotly.com/python/troubleshooting/) if you run into any problems with JupyterLab.

Diff for: README.md

@@ -0,0 +1,12 @@
+# Security Policy
+
+## Supported Versions
+
+| Version | Supported          |
+| ------- | ------------------ |
+| 5.x   | :white_check_mark: |
+| < 5.0   | :x:                |
+
+## Reporting a Vulnerability
+
+Please email [email protected] with any concerns about security.

Diff for: SECURITY.md

@@ -1,5 +1,5 @@
 jupytext
-plotly==5.12.0
+plotly==5.14.1
 jupyter
 notebook
 pandas==1.0.3

Diff for: binder/requirements.txt

@@ -9,13 +9,12 @@ contribution.
 
 ## Code of Conduct
 
-Please check out the [Code of Conduct](CODE_OF_CONDUCT.md). Don't tl:dr; it,
+Please check out the [Code of Conduct](CODE_OF_CONDUCT.md). Don't skip it,
 but the general idea is to be nice.
 
 ## What are the different ways to contribute?
 
-There are many ways to contribute to plotly.py. It helps to understand first
-the structure of the code and of the repository.
+There are many ways to contribute to plotly.py. To contribute effectively, it is important to first gain an understanding of the structure of the code and of the repository.
 
 - [the `plotly.graph_objects` module](https://plotly.com/python/graph-objects/) (usually imported as `go`)
   is [generated from the Plotly.js schema](https://plotly.com/python/figure-structure/),

Diff for: contributing.md

@@ -28,7 +28,7 @@
 # The short X.Y version
 version = ""
 # The full version, including alpha/beta/rc tags
-release = "5.12.0"
+release = "5.14.1"
 
 
 # -- General configuration ---------------------------------------------------

Diff for: doc/apidoc/conf.py

@@ -144,7 +144,7 @@ import plotly.io as pio
 
 import pandas as pd
 
-df = pd.read_csv("https://plotly.com/~public.health/17.csv")
+df = pd.read_csv("https://raw.githubusercontent.com/plotly/datasets/master/US-shooting-incidents.csv")
 
 data = [dict(
   x = df['date'],
@@ -191,7 +191,7 @@ layout = dict(
             method = 'restyle',
         ), dict(
             args = ['xbins.size', 'M3'],
-            label = 'Quater',
+            label = 'Quarter',
             method = 'restyle',
         ), dict(
             args = ['xbins.size', 'M6'],

Diff for: doc/python/aggregations.md

@@ -154,6 +154,25 @@ fig.update_yaxes(ticklabelposition="inside top", title=None)
 fig.show()
 ```
 
+#### Specifying Label Aliases 
+
+*New in 5.14*
+
+With `labelalias`, you can specify replacement text for specific tick and hover labels. In this example, the dataset has the values of "Sat" and "Sun" in the day column. By setting `labelalias=dict(Sat="Saturday", Sun="Sunday")`, we swap these out for "Saturday" and "Sunday".
+
+```python
+import plotly.express as px
+import pandas as pd
+
+df = px.data.tips()
+df = df[df.day.isin(['Sat', 'Sun'])].groupby(by='day', as_index=False).sum(numeric_only=True)
+
+fig = px.bar(df, x="day", y="total_bill")
+fig.update_xaxes(labelalias=dict(Sat="Saturday", Sun="Sunday"))
+
+fig.show()
+```
+
 ##### Set axis title text with Graph Objects
 
 Axis titles are set using the nested `title.text` property of the x or y axis. Here is an example of creating a new figure and using `update_xaxes` and `update_yaxes`, with magic underscore notation, to set the axis titles.

Diff for: doc/python/axes.md

@@ -41,7 +41,7 @@ jupyter:
 Many Plotly Express functions accept a `color_continuous_scale` argument and many trace
 types have a `colorscale` attribute in their schema. Plotly comes with a large number of
 built-in continuous color scales, which can be referred to in Python code when setting the above arguments,
-either by name in a case-insensitive string e.g. `px.scatter(continuous_color_scale="Viridis"`) or by reference e.g.
+either by name in a case-insensitive string e.g. `px.scatter(color_continuous_scale="Viridis"`) or by reference e.g.
 `go.Scatter(marker_colorscale=plotly.colors.sequential.Viridis)`. They can also be reversed by adding `_r` at the end
 e.g. `"Viridis_r"` or `plotly.colors.sequential.Viridis_r`.
 

Diff for: doc/python/builtin-colorscales.md

@@ -6,9 +6,9 @@ jupyter:
       extension: .md
       format_name: markdown
       format_version: '1.3'
-      jupytext_version: 1.14.1
+      jupytext_version: 1.14.5
   kernelspec:
-    display_name: Python 3
+    display_name: Python 3 (ipykernel)
     language: python
     name: python3
   language_info:
@@ -20,7 +20,7 @@ jupyter:
     name: python
     nbconvert_exporter: python
     pygments_lexer: ipython3
-    version: 3.8.8
+    version: 3.10.9
   plotly:
     description: How to set, create and control continuous color scales and color
       bars in scatter, bar, map and heatmap figures.
@@ -298,6 +298,41 @@ fig.update_layout(coloraxis_colorbar=dict(
 fig.show()
 ```
 
+### Using Label Aliases on Colorbars
+
+*New in 5.14*
+
+Using `labelalias` you can replace some labels on the `colorbar` with alternative values. In this example, the `colorbar` has five `tickvals`. Using `labelalias`, instead of displaying all labels as the numbers in `tickvals`, we swap out three of the labels for text.
+
+```python
+import plotly.graph_objects as go
+
+import urllib
+import json
+
+# Load heatmap data
+response = urllib.request.urlopen(
+    "https://raw.githubusercontent.com/plotly/datasets/master/custom_heatmap_colorscale.json")
+dataset = json.load(response)
+
+# Create and show figure
+fig = go.Figure()
+
+fig.add_trace(go.Heatmap(
+    z=dataset["z"],
+    colorbar=dict(
+        title="Surface Heat",
+        titleside="top",
+        tickmode="array",
+        tickvals=[2, 25, 50, 75, 100],
+        labelalias={100: "Hot", 50: "Mild", 2: "Cold"},
+        ticks="outside"
+    )
+))
+
+fig.show()
+```
+
 ### Custom Discretized Heatmap Color scale with Graph Objects
 
 ```python

Diff for: doc/python/colorscales.md

@@ -5,10 +5,10 @@ jupyter:
     text_representation:
       extension: .md
       format_name: markdown
-      format_version: '1.2'
-      jupytext_version: 1.3.2
+      format_version: '1.3'
+      jupytext_version: 1.14.1
   kernelspec:
-    display_name: Python 3
+    display_name: Python 3 (ipykernel)
     language: python
     name: python3
   language_info:
@@ -20,7 +20,7 @@ jupyter:
     name: python
     nbconvert_exporter: python
     pygments_lexer: ipython3
-    version: 3.7.3
+    version: 3.8.0
   plotly:
     description: How to add dropdowns to update Plotly chart attributes in Python.
     display_as: controls
@@ -362,26 +362,26 @@ fig = go.Figure()
 # Add Traces
 
 fig.add_trace(
-    go.Scatter(x=list(df.index),
+    go.Scatter(x=list(df.Date),
                y=list(df.High),
                name="High",
                line=dict(color="#33CFA5")))
 
 fig.add_trace(
-    go.Scatter(x=list(df.index),
+    go.Scatter(x=list(df.Date),
                y=[df.High.mean()] * len(df.index),
                name="High Average",
                visible=False,
                line=dict(color="#33CFA5", dash="dash")))
 
 fig.add_trace(
-    go.Scatter(x=list(df.index),
+    go.Scatter(x=list(df.Date),
                y=list(df.Low),
                name="Low",
                line=dict(color="#F06A6A")))
 
 fig.add_trace(
-    go.Scatter(x=list(df.index),
+    go.Scatter(x=list(df.Date),
                y=[df.Low.mean()] * len(df.index),
                name="Low Average",
                visible=False,
@@ -393,17 +393,17 @@ high_annotations = [dict(x="2016-03-01",
                          xref="x", yref="y",
                          text="High Average:<br> %.3f" % df.High.mean(),
                          ax=0, ay=-40),
-                    dict(x=df.High.idxmax(),
+                    dict(x=df.Date[df.High.idxmax()],
                          y=df.High.max(),
                          xref="x", yref="y",
                          text="High Max:<br> %.3f" % df.High.max(),
-                         ax=0, ay=-40)]
+                         ax=-40, ay=-40)]
 low_annotations = [dict(x="2015-05-01",
                         y=df.Low.mean(),
                         xref="x", yref="y",
                         text="Low Average:<br> %.3f" % df.Low.mean(),
                         ax=0, ay=40),
-                   dict(x=df.High.idxmin(),
+                   dict(x=df.Date[df.High.idxmin()],
                         y=df.Low.min(),
                         xref="x", yref="y",
                         text="Low Min:<br> %.3f" % df.Low.min(),