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WIP Breaking Change for DataValidation #4240

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Fix #797 (marked stale in 2018, but now reopened). Fix #4091. DataValidation is specified in the Xml at the sheet level rather than the cell level. PhpSpreadsheet, however, currently requires a cell and a data validation object for each cell in a range. As a consequence, it may exhaust memory allocating objects that are never really needed. If it reads a spreadsheet which applies DataValidation to an entire column, the reader creates a million cells and a million DataValidation objects. An additional problem is that, when it saves the spreadsheet, it creates a row entry for each of the million rows even if they contain no data.

The code is changed to locate DataValidation for a cell by running the DataValidation list to see if the Sqref for any entry matches the cell in question. This eliminates the need to require a DataValidation entry for each cell; indeed, it eliminates the need to create a cell just because it is subject to DataValidation. Initial tests are very encouraging. The memory-exhausting spreadsheet from 797 required over 1GB of memory. With this change in place, that is reduced to 6MB, and DataValidation works as expected for all cells in the range.

This change is a work in progress. It needs formal tests. I need to see how it works with inserting or removing rows and columns. I need to see how Excel handles conflicting entries. My early tests indicate that it at least doesn't do anything irrational (like claiming corruption) when dealing with conflicts. It appears that, if I have a DataValidation applied to column A, and another applied to cell A5, whichever appears first in the Xml is the ultimate arbiter of what rule applies to A5.

If this change is merged, it will be a breaking range. It will require a new major release (probably PhpSpreadsheet 4.0), and will not happen for at least a couple of months, and probably later.

This is:

  • a bugfix
  • a new feature
  • refactoring
  • additional unit tests

Checklist:

  • Changes are covered by unit tests
    • Changes are covered by existing unit tests
    • New unit tests have been added
  • Code style is respected
  • Commit message explains why the change is made (see https://github.com/erlang/otp/wiki/Writing-good-commit-messages)
  • CHANGELOG.md contains a short summary of the change and a link to the pull request if applicable
  • Documentation is updated as necessary

Why this change is needed?

Provide an explanation of why this change is needed, with links to any Issues (if appropriate).
If this is a bugfix or a new feature, and there are no existing Issues, then please also create an issue that will make it easier to track progress with this PR.

Fix PHPOffice#797 (marked stale in 2018, but now reopened). Fix PHPOffice#4091. DataValidation is specified in the Xml at the sheet level rather than the cell level. PhpSpreadsheet, however, currently requires a cell and a data validation object for each cell in a range. As a consequence, it may exhaust memory allocating objects that are never really needed. If it reads a spreadsheet which applies DataValidation to an entire column, the reader creates a million cells and a million DataValidation objects. An additional problem is that, when it saves the spreadsheet, it creates a row entry for each of the million rows even if they contain no data.

The code is changed to locate DataValidation for a cell by running the DataValidation list to see if the Sqref for any entry matches the cell in question. This eliminates the need to require a DataValidation entry for each cell; indeed, it eliminates the need to create a cell just because it is subject to DataValidation. Initial tests are very encouraging. The memory-exhausting spreadsheet from 797 required over 1GB of memory. With this change in place, that is reduced to 6MB, and DataValidation works as expected for all cells in the range.

This change is a work in progress. It needs formal tests. I need to see how it works with inserting or removing rows and columns. I need to see how Excel handles conflicting entries. My early tests indicate that it at least doesn't do anything irrational (like claiming corruption) when dealing with conflicts. It appears that, if I have a DataValidation applied to column A, and another applied to cell A5, whichever appears first in the Xml is the ultimate arbiter of what rule applies to A5.

If this change is merged, it will be a breaking range. It will require a new major release (probably PhpSpreadsheet 4.0), and will not happen for at least a couple of months, and probably later.
@oleibman
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Existing code for ReferenceHelper adjusts sqref for DataValidation when rows/columns inserted/deleted, but does not adjust formula (where list may be expressed as a range). That is a bug, and I think it needs to be fixed as part of this PR.

Also add first tests that DV formulas are updated correctly after row/column insert/delete. Many more tests are still needed.
oleibman added a commit to oleibman/PhpSpreadsheet that referenced this pull request Dec 1, 2024
This has been requested a few times, most recently issue PHPOffice#4092. Because it's a breaking change, I haven't proceeded with it. But, because I have a breaking change PR PHPOffice#4240 already in the queue, this gives a plan for getting where we want to go (under the extremely likely assumption that most users don't deal with Csv files with Mac line endings). This PR doesn't change the current behavior, but it gets us to a state where a single-line change will be sufficient when the time comes for a new major release.
oleibman added a commit to oleibman/PhpSpreadsheet that referenced this pull request Dec 1, 2024
When Html Writer outputs a cell with a boolean value, the result will either be 1 or null-string; neither of these is optimal for anyone looking at the resulting html. Html Reader already has the ability to recognize data types using the html `data-type` attribute, but Html Writer doesn't use it. This PR adds the ability to generate that attribute for booleans. It will generate a string value appropriate for the locale when it encounters a boolean. Html Reader, when it encounters `data-type="b"`, will interpret the result as true if the value is 1 or a string value recognized as true in any locale; it will interpret the result as false if the value is 0, null-string, null, or a string value recognized as false in any locale; if none of the above, it will leave the value as an unchanged string. So, Reader will wind up with the correct result even if its locale is different than what Writer used.

Because this is a breaking change, it is opt-in. You need to call `Writer::setBetterBoolean(true)` in order for it take effect. The current default value for that property is false. When it is time to introduce breaking changes (see PR PHPOffice#4240), the default will be changed to true.
oleibman added a commit to oleibman/PhpSpreadsheet that referenced this pull request Dec 11, 2024
Fix PHPOffice#4269. In response to issue PHPOffice#456 PR PHPOffice#515, `forceFullCalc` was added to workbook.xml whenever `preCalculateFormulas` was set to false. It is not clear why this should have been needed; attempts to reproduce the error in the original 6.5-year-old issue are unable to reproduce it today. Nevertheless, it is, or was, there for a reason.

Today, the forceFullCalc option sets an option where formulas *might* not be recalculated when a cell used in the formula changes. I have not succeeded in finding a situation where it doesn't automatically recalculate, but it probably exists on complicated spreadsheets. To overcome this possibility, Excel offers a button which can be used to recalculate on demand. By itself, this might not be a terrible problem. However, it seems to come with the strange property that any spreadsheets opened at the same time as a forceFullCalc spreadsheet operate as if they too specified forceFullCalc. That *is* a problem, especially since users when closing a spreasheet affected in this way will be prompted to save it even when they haven't changed anything.

I am not willing to make a BC change at this time, although I might consider it in future (PR PHPOffice#4240). For now, I am adding a new property `forceFullCalc` with setter (no getter needed) to Xlsx Writer. That property can be `null` (default, in which case the Xml attribute is set as today), or `false` or `true` (in which case the Xml attribute will be set to the Writer attribute). I think that, when `preCalculateFormulas` is set to false, the calling application should give consideration to setting `forceFullCalc` to false as well. All other situations should just use the default.
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