Morningstar Base Charts Release History

This release history contains everything from V2.0.0 through the most recent minor release version (x.X.x). For more recent patch releases (x.x.X.), visit the Morningstar Base Charts Changelog.

v2.25.2 August 6, 2019

Fixes

  • Line: Improved the sizing of Y-axis ticks to better accommodate shorter values.

Enhancements

  • Horizontal Bar: Added a toolTipTickFormat parameter to specify the display format for tool tips. Previously the tool tip format was determined by the xAxisTickFormat parameter which also controls x-axis labels. Thanks to Carl Zheng for contributing this enhancement!

v2.25.1 July 23, 2019

Fixes

  • Improved the handling of the width of Y-axis ticks to ensure they resize to accommodate shorter values across the following charts:

v2.25.0 July 9, 2019

Enhancements

  • Vertical Bar: Improved the usability X-axis at smaller sizes by enabling the chart to show the secondary labels tied to the displayed X-axis values. Thanks to Dylan Cairns for this contribution!

v2.24.1 June 24, 2019

Fixes

  • Added a box-sizing: border-box declaration to all charts to prevent unintended styling across product implementations.
  • Hover Flag: Updated the README to contain necessary documentation of parameters, methods, etc.
  • Adjusted the placement of the bottom border of the legend to properly align with the chart area across the following charts:
  • Bubble: Restored the functionality of the hover flag when the top legend is present and the grid view is toggled on.

v2.24.0 June 11, 2019

Enhancements

  • Updated the Hover Flag’s positioning logic to ensure that it remains in view as much as possible across various container and viewport sizes.
  • Added the customBarPadding attribute which allows teams to pass their own spacing between bars across the following charts:

Fixes

  • Donut: Resolved a legend issue which unintentionally hid the overflow of legend items.
  • Resolved Y-axis value issue which stopped the ticks from properly resizing to fit the width of the value across the following charts:

v2.23.0 May 28, 2019

Enhancements

Fixes

v2.22.1 May 22, 2019

Fixes

  • Donut: Rolled back a change made to how the donut’s legend handled overflow as it created unintended sizing issues.

v2.22.0 May 13, 2019

Enhancements

  • Core: Encapsulated all MDS constants within JavaScript files to enable easier dependency management.

Fixes

  • Correlation Matrix: Added vertical scrolling to the legend so that it is viewable at smaller sizes.

v2.21.0 April 29, 2019

Enhancements

  • Time-Series Line: Added a parameter to toggle responsive line weight behavior off and on.

Fixes

  • Legend: Added missing README documentation for legend parameters.
  • Time-Series Line:
    • Fixed an issue that was causing the second Y-axis to collide with the legend.
    • Added missing README documentation for the y2parameter.

v2.20.1 April 15, 2019

Enhancements

  • Upgraded unit testing dependencies, Jasmine and Karma, to help ensure the sustainability of our testing coverage.

Fixes

  • Donut: Fixed an IE11-specific rendering issue which was preventing the chart from correctly displaying.
  • Legend: Fixed unintended visual clipping that was occurring on the top of the legend items in the first row.

v2.20.0 April 1, 2019

Enhancements

  • MBC has internalized its MDS dependency, so that teams can continue to update their version of MBC regardless of the version of MDS they use.
  • Donut: Updated the legend to wrap long names instead of truncating them.

Fixes

  • Correlation Matrix: Fixed a sizing issue which was causing unintended clipping of the Y-axis labels.
  • Donut: Fixed a variable referencing issue which was preventing the Donut chart from rendering properly when it did not have a legend.
  • Horizontal Bar: Fixed unit tests to correct for failing tests.
  • Scatter Plot: Fixed unit tests to correct for failing tests.
  • Time-Series Line: Fixed dynamic bubble sizing logic to correct for failing unit tests.
  • Vertical Bar: Fixed sublabel rendering logic which was preventing the Vertical Bar from rendering properly when configured to show sublabels but none were passed.

v2.19.2 March 18, 2019

Fixes

  • Core: Updated the Data Manager and its unit tests to properly handle the color property
  • Correlation Matrix: Removed unnecessary clipping which was preventing the full display of labels when there was horizontal scrolling.
  • Donut:
    • Fixed an issue which would prevent the chart from displaying correctly if the legend was hidden.
    • Removed unnecessary unit tests

v2.19.1 March 4, 2019

Enhancements

  • Donut: Updated legend behavior to allow scrolling with a fixed title.
  • Core: Updated hover flags to use the same 6px border radius as MDS popovers.

Fixes

  • Bubble: Fixed bubble resizing and grid scaling upon resize of the chart.

v2.19.0 February 19, 2019

Added

  • Vertical Bar: Added the option to format how a null value is displayed within the hover flag.

Enhancements

  • Core: Updated chart axes and plot area to utilize the correct cursor to indicate what is and is not interactive.
  • Legend: Updated the border radius used in the overflow popover to match the MDS standard.
  • Updated the README to document a parameter that is required when using the afterDraw method to extend the chart. This change effects:

Fixes

  • Core: Renamed the generic chart container to avoid potential naming conflicts.
  • Horizontal Bar: Fixed the title of the hover flag to properly display wrapped content.
  • Legend: Implemented single word wrapping to avoid unintended clipping of long content.

v2.18.0 February 4, 2019

Added

  • Vertical Bar: Added the option to show sublabels at the breakpoint where they would normally drop off.

Enhancements

  • Geographical Map: Updated chart to allow for formatting of signed numbers based on.
  • Style Box: Adjusted breakpoints to improve label responsiveness.
  • Time-Series Line: Improved lower bound logic for the y-axis domain.

Fixes

  • Geographical Map: Fixed the display of the legend after resizing to avoid clipping.
  • Legend:
    • Fixed the use of plotColors within the legend.
    • Fixed the title alignment for legend in Scatter Plot when no legend title exists.
  • Time-Series Line: Updated documentation to include y1Symmetrical and y2Symmetrical properties.

v2.17.1 January 14, 2019

Fixes

  • Legend:
    • Updated default cursor style on hover.
    • Resolved an issue when a custom benchmark label causes a top-oriented legend’s labels to overlap.
    • Resolved an issue causing the chart to disappear when there is no legend data.

v2.17.0 December 20, 2018

Added

  • Core: Added support for retrieving library version for debugging.
  • Bubble: Added configuration to turn legend off and render chart full-width.
  • Tooling: Added visual diffing to chart library using the BackstopJS framework.

Fixes

  • Donut: Resolved an issue in Chrome causing the legend title to disappear.
  • Time Series Line: Resolved incorrect references in chart Readme and spelling errors.

v2.16.0 November 13, 2018

Enhancements

  • Vertical Bar:
    • Added configuration to plot separate data which use the same name.
    • Added configuration to allow all X-axis values to remain visible at the small breakpoint.

Fixes

  • Updated the Legend to prevent overlapping text due to the use of entirely capitalized text when the Legend is positioned on top of a chart.

v2.15.0 October 16, 2018

Enhancements

  • Improved the way the Time Series Line chart handles non-negative data sets, preventing large negative minimum values from rendering, and added configurable minimum and maximum domain values.

Fixes

v2.14.0 October 2, 2018

Enhancements

  • Updated core legend behavior so the legend overflow popover never detaches from its triggering icon.
  • Updated Time Series Line x-axis logic to account for longer time periods by rendering ticks in larger increments, preventing x-axis labels from overlapping.
  • Added an additional step to the installing MBC section of the MBC ReadMe regarding using https instead of git for install URLs.

Fixes

v2.13.2 September 18, 2018

Fixes

v2.13.1 September 18, 2018

Fixes

v2.13.0 September 18, 2018

Added

v2.12.0 September 6, 2018

Added

Fixes

  • Vertical Bar:
    • Fixed benchmarksDataSource so that it’s value maps to the display of the benchmark in the legend.
    • Fixed drawing of legend series key shapes when not required by a chart.
  • Bubble Chart: Updated to enable display of the grid view in IE11.

v2.11.2 July 29, 2018

Added

  • Legend:
    • Updated to draw ellipses SVG for icon button across all browsers.
    • Removed popover when it leaves the viewport.

Fixes

  • Time Series:
    • Fixed positioning for line elements in legend key when no values are displayed.
    • Fixed position for line elements in legend with multiple line wrapping and no values.
  • Legend:
    • Changed position logic of popover based on offset.
    • Included option to change popover parent.

v2.11.1 July 19, 2018

Added

  • Legend: Set the build process to import the MDS Button and Popover styling, and encapsulated them by namespacing the components with mbc-.

v2.11.0 June 11, 2018

Added

  • Legend:
    • Built Core Legend component using SVG.
    • Included a solution for responsive legend overflow.
  • Line: Implemented the Core Legend component to replace to existing legend mixin.
  • Time-Series Line: Implemented the Core Legend component to replace to existing legend mixin.
  • Vertical Bar: Implemented the Core Legend component to replace to existing legend mixin.

Fixes

  • Legend: Corrected legend positioning when multiple charts are in view.
  • Time-Series Line:
    • Fixed tooltip positioning on mouse move.
    • Fixed tooltip data display in mobile view by initializing a hidden flag.

v2.10.0 June 11, 2018

Added

  • Line: Added the ability to assign colors to each line.

Fixes

  • Vertical Bar: Updated the opacity of the colors within the legend icons to match the opacity of the bars.

v2.9.0 May 4, 2018

Enhancements

  • Bubble: Added a standard grid view.

Fixes

  • Line: Corrected the calculation of legend sizing when using custom data within the chart demo page.
  • Time-Series Line: Updated tooltip logic to work as intended when there are multiple chart containers in view.

v2.8.1 March 29, 2018

Fixes

  • Time-Series Line: Improved the tooltip logic to align the tooltip to the vertical hover line rather than the cursor position within IE11.

v2.8.0 March 26, 2018

Enhancements

  • Line: Added a clipping mask to the chart area in order to prevent rendered objects from leaving the chart area.
  • Time-Series Line: Improved the tooltip logic to align the tooltip to the vertical hover line rather than the cursor position.

Fixes

  • Vertical Bar: Realigned the hover area of each vertical bar to correspond with the rendered shape.

v2.7.0 March 13, 2018

Enhancements

  • Time-Series Line: Added a clipping mask to the chart area in order to prevent rendered objects from leaving the chart area.
  • Vertical Bar: Refined the line display options so that there are only two options, solid connected lines, or nodes with dotted connecting line

Fixes

  • Line: Reduced the margin width between the legend and the chart area to meet design standards.
  • Style Map:
    • Corrected string type for security id variable to utilize symbols.
    • Corrected string syntax for custom data within the demo page text box.

v2.6.0 February 23, 2018

Enhancements

  • Flag: Updated the default behavior for the hover flags within charts so that they properly appear and disappear when users scroll the page.
  • Style Map: Updated the visual style of the primary ownership zone to include a solid outline.

Fixes

  • Style Map: Updated the visual behavior of the chart to clip the centroid at the edge of the chart grid, rather than allowing it to leave the grid area.
  • Time-Series Line: Removed unintended repositioning of the bottom border within a legend which features an overflowing amount of items.
  • Geographical Map: Updated the shape-rendering property to use geometricPrecision to correct the jagged visual appearance of chart controls.

v2.5.0 February 12, 2018

Enhancements

  • All Charts: Updated color constant references to utilize MDS mds_constants.
  • Style Box: Added the _equityTypeMap option to facilitate access to both Equity and Equity Fund label sets for the Style Box.

Fixes

  • Style Box: Updated responsive logic to operate as intended.
  • Time-Series Line: Updated the hover flag positioning logic to be aware of the charts placement within the viewport, preventing it from leaving view.

v2.4.2 January 26, 2018

Fixes

  • Style Box: Corrected the responsiveness of the Style Box so that it would no longer clip at shorter container heights.

Deprecated

  • Market Barometer: Marked the Market Barometer for deprecation within the next major release.

v2.4.1 January 12, 2018

Fixes

  • Bubble: Updated the legend width logic to account for the width of the legend title.
  • Time-Series Line: Updated the legend icons to properly reflect the dotted line style.
  • Vertical Bar: Fixed an IE11 specific rendering error.

v2.4.0 December 20, 2017

Enhancements

  • Donut: Updated to allow global data format settings to be applied.
  • Vertical Bar: Updated to allow for unformatted values to be passed into the chart tooltip.

Fixes

  • Vertical Bar: Set “N/A” as the default representation of null values within the chart tooltip.

v2.3.0 November 16, 2017

Enhancements

  • Horizontal Bar: Created a configurable property to control the symmetry of axis values.
  • Style Map: Added standard X- and Y- axis labels.

Fixes

  • Bubble: Removed extra padding in the legend to prevent unnecessary legend label wrapping.

  • Line: Fixed the chart rendering logic to avoid mispositioning the line relative to the data.

v2.2.1 November 3, 2017

Fixes

  • Correlation Matrix: Updated the default font to UniversNEXT for MORN.
  • Donut: Updated demo page to realign legend.
  • Horizontal Bar: Fixed bug preventing the sector of forceNegativeDomain from working when the data domain was [−1, 1].
  • Line:
    • Realigned the legend’s bottom rule.
    • Set the zero-line rule to show by default.
    • Updated the default grey band color.
  • Style Map: Updated demo page to realign legend.
  • Vertical Bar:
    • Realigned the legend’s bottom rule.
    • Set the zero-line rule to show for datasets which contain positive and negative numbers.

v2.2.0 October 20, 2017

Enhancements

  • Correlation Matrix: Updated chart to accept custom data parsing.

v2.1.2 October 6, 2017

Fixes

  • Bubble: Replaced H3 tag in legend title with a span to remove excess styling.
  • Line: Fixed bug legend resizing problem within IE.
  • Scatter Plot: Replaced H3 tag in legend title with a span to remove excess styling.
  • Time-Series Line:
    • Adjusted legend to remove unintended scrollbar.
    • Updated the draw logic to account for a disabled legend.

v2.1.1 October 3, 2017

Fixes

  • Geographical Map: Fixed font declarations to properly use MDS font mds_constants.
  • Horizontal Bar: Fixed font declarations to properly use MDS font mds_constants.
  • Style Map: Fixed font declarations to properly use MDS font mds_constants.

v2.1.0 September 22, 2017

Enhancements

  • All Charts & Flag: Updated all charts and tooltips to use MDS font constants.
  • Market Barometer: Added an option for text parsing.
  • Scatter Plot: Added the option to display a benchmark.
  • Style Box: Added an option for text parsing.

Fixes

  • All Charts Set all references to the keyword “this” to a consistent var name “_this”.
  • Bubble:
    • Fixed a legend-alignment bug.
    • Fixed a legend-title styling issue.
    • Updated styling for top and bottom rules within the scatter plot legend.
  • Correlation Matrix: Fixed bug preventing flag from truncating in IE11.
  • Geographical Map: Fixed the rangebar legend labels to prevent overlapping.
  • Line: Fixed the position of flag to lock to the point it is referencing instead of following the mouse.
  • Scatter Plot:
    • Fixed the default size of benchmark.
    • Fixed a legend-title styling issue.
    • Updated styling for top and bottom rules within the scatter plot legend.
  • Time Series Line: Fixed the gray-band level mapping so that it matches the corresponding time period
  • Vertical Bar:
    • Now displaying Y-axes center tick line when domain range is negative to positive.
    • Fixed a an incorrect variable reference that was causing the flag not to render.
    • Removed the visual gap between first and last bars, y-axes, and grid lines.
    • Fixed a visual bug with gray bands.

v2.0.8 September 8, 2017

Fixes

  • Line: Aligned top-aligned data values within the flag.
  • Time Series Line: Aligned top-aligned data values within the flag.
  • Vertical Bar: Aligned top-aligned data values within the flag.

v2.0.7 August 25, 2017

What’s New

  • Package: Included src into NPM package so consumers can compile from source. Enhancements
  • Core: Added a smaller default-domain rounding value when the value is between −10 and 10.

Fixes

  • Correlation Matrix:
    • Fixed IE11 legend bug, where the legend color didn't match the data range.
    • Fixed vertical-alignment centering bug in IE11.
  • Line: Added ability to override default roundTo property for domain calculation.
  • Vertical Bar: Fixed benchmark icon in flag, updated null values to “N/A”.

v2.0.6 August 9, 2017

What’s New

  • Core:
    • Added Morningstar Design Systems (MDS) as a development dependency.
    • Added constants to Core CSS.
    • Moved DateAxis source code into Core to be used by other components.

Enhancements

  • Flag: Updated colors and font family with MDS mds_constants.
  • Line: Added an option for custom solid lines. Applied the x-axis logic from Vertical Bar chart.
  • Style Box — Market Barometer: Added tooltip for smallest breakpoint.
  • Time Series Line: Set a valid end value for legend.

Fixes

  • Core: Fixed bug that was causing MBC to not remember the length of longestText in Utils.string.getLongestTextStringWidth.
  • Flag: Fixed bug which was overriding default 14px font size.
  • Line:
    • Fixed bug to always show all x-labels with a date axis.
    • Fixed bug where tooltip didn't display current value properly.
    • Fixed bug for the width calculation of name cell in tooltip.
  • Vertical Bar:
    • Removed blank space between legend and bars.
    • Fixed bug for the width calculation of name cell in tooltip.
    • Fixed item ordering for stacked bars.
  • Style Box — Market Barometer: Adjusted breakpoints for font resizing.
  • Style Box: Changed square-label font size to 38%, down from 42%.
  • Bubble:
    • Fixed bug causing legend to disappear after resizing in IE11.
    • Fixed bug preventing the X- and Y- Axis labels from persisting in the bottom left.
  • Scatter Plot: Fixed bug causing legend to disappear after resizing in IE.
  • Time Series Line:
    • Fixed a bug causing the tooltip to show “N/A” when the value was “0”.
    • Fixed bug for the width calculation of name cell in tooltip.
    • Fixed bug where, if data.length=1, the single data wasn’t drawing out as a bubble.
    • Fixed tooltip value display for days / hours.

v2.0.5 August 14, 2017

Enhancements

  • Vertical Bar: Removed the gaps between the gray bands in background.
  • Horizontal Bar: Added icons to flag.
  • Line: Added custom format option for tooltip title.

Fixes

  • Core:
    • Fixed bug for IE 11 since it doesn't support Number.isFinite()
    • Fixed bug when calculating longest string length.
  • Correlation Matrix: Placed X and Y coordinates on two separate lines.
  • Vertical Bar: Fixed bug related to grouped stacked bars positioning.
  • Style Box: Fixed the dimension logic of the Style Box squares to account for all available vertical space when the bottom legend is hidden.
  • Style Map:
    • Fixed the interaction style and changed the centroid visual size.
    • Fixed bug related to display ellipses when data is invalid.
    • Fixed responsiveness bug related to axis label size.
  • Time Series Line:
    • If value is zero in tooltip show “N/A”.
    • Fixed bug rendering items in legend and flag in different orders.

v2.0.4 July 10, 2017

Enhancements

  • Line:
    • Added Dynamic calculation for line width and bubble size.
    • Added mouse-hover interaction for the bubbles.
  • Time Series Line:
    • Added Dynamic calculation for line width and bubble size.
    • Added mouse-hover interaction for the bubbles.
  • Style Map: Added displayed holdings for Ownership Zones.

Fixes

  • Bubble:
    • Fixed a bug where the legend text was overflowing long holding names.
    • Fixed bug cutting off label when the container size is small.
  • Core: Updated all charts to use an em-dash instead of NaN for null values.
  • Scatter Plot:
    • Fixed a bug where the legend text was overflowing long holding names.
    • Enable the chart to consume global settings.
    • Removed node h3 for legend if legendTitle text is empty.
  • Style Map:
    • Fixed the title style in tooltip hover.
    • Optimized the hover interaction for the style map.
    • Added scrolling to legend when multiple investments are added.
  • Time Series Line: Fixed bug related to tooltip cell name width.

v2.0.3 June 20, 2017

Enhancements

  • Flag: Updated to represent null values as “N/A”.
  • Bubble: Updated chart to support format as a function, so that it can read global settings. Fixes
  • Core: Fixed possible ReferenceError in getRoundToUnits.
  • Line: Fixed line-rendering bug when the data point is zero.

v2.0.2 June 6, 2017

Fixes

  • Pushed new patch release to correct error during v2.0.1 release.

v2.0.1 June 6, 2017

What’s New

  • Line: Line chart now accepts only non-time-series data.
  • Time Series Line:
    • Time Series Line is the former Line Chart, which accepts only time-series data.
    • Added new responsive flag logic for longer values.

Enhancements

  • Geographical Map: Added ability to display all values in legend range bar.

Fixes

  • Core: Fixed IE bug related to adjusting y-axis label.
  • Line: Fixed y-axis label color.
  • Time Series Line: Fixed y-axis label color.
  • Vertical Bar:
    • Fixed y-axis label color.
    • Made flag template width dynamic.
  • Bubble: Fixed legend height.

v2.0.0 May 17, 2017

What’s New

  • Bubble Chart: Renamed Scatter Plot chart to Bubble Chart.
  • Core: Added assign polyfill to _object.
  • Donut: Added option to show border on each slice.
  • Flag: Renamed old tooltip-plugin component to mbc-flag.
  • Line: Added snap to scrubber on hover.
  • Scatter Plot: Added new scatter plot chart.
  • Style Map: Added new style map chart.
  • Vertical Bar: Fixed tooltip context.

Before v2.0.0

For releases prior to 2.0.0, visit the Morningstar Base Charts Changelog.

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