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Draft. This essay is a stub or a work in progress — read it as a sketch, not settled documentation.

createOperator: turning a layout into a frontend operator

createOperator is the factory that wraps a low-level layout node-builder (Spread, Scatter, Table, Frame) and produces the frontend operator (spread, scatter, table, group, plus stack as a thin wrapper over spread) used inside chart(...).flow(...) and as a combinator inside .mark(...).

It lives at src/ast/marks/createOperator.ts.

The design is inspired by Krist Wongsuphasawat's Encodable ("Encodable: Configurable Grammar for Visualization Components", IEEE VIS 2020 — arxiv:2009.00722). createOperator extends Encodable's per-component channel-grammar pattern to layout operators: the channel system carries over verbatim, with a split step added in front and a combine (low-level layout) step added behind. See "Prior art" at the bottom of this doc for the mapping.

This doc explains what the factory does, why it has two call shapes, and how to add a new operator. It assumes you've read The Mark Factory — this is the same idea applied to layout containers instead of leaf shapes.

1. The two call shapes every operator has

Every layout operator is a single function that you can call in two ways:

ts
// (A) Combinator form — pass marks directly:
spread({ dir: "x" }, [m1, m2, m3]);

// (B) Operator form — used inside .flow():
chart(data)
  .flow(spread({ by: "category", dir: "x" }))
  .mark(rect({ h: "value" }));
formwhat varieswhat's sharedmeaning
combinatorn marksone datum"arrange these n marks horizontally"
operatorn data slicesone mark, one outer datum"for each group of data, build a mark; arrange those"

In combinator form, the user provides the array (of marks). In operator form, split produces the array (of data slices) from by. Either way, the factory ends up with N children to hand to the same low-level layout. The two forms aren't strictly category-theoretic duals — they're two ways of getting to the same N-children-then-layout shape, with different sources of the multiplicity.

createOperator produces both forms from one config. Disambiguation is by arg shape: a second positional argument means combinator form; no second arg means operator form.

Both forms also get the standard structural .translate({ x?, y? }) modifier. It wraps the operator's produced node instead of merging x/y into the operator's own options. That distinction matters for operators like scatter: scatter({ by: "lake", x: "lake" }).translate({ y: 50 }) keeps x: "lake" as scatter's discrete placement encoding, while y: 50 belongs to the outer translation wrapper.

The operator (traversal) form also gets .label(accessor, options?) — see section 7 below. Unlike .translate, it's operator-form-only: the combinator form has no split step to attach a per-group label to.

2. The split → fmap → combine shape

Pick any layout operator and you'll find the same three steps — a fan-out into N pieces, followed by a fan-in back to a single node:

  1. Split. Partition the data into pieces. For spread, this is "groupBy by-field"; for table, it's the cartesian product of two fields; for group, it's groupBy. For scatter with no by, it's "one piece per item".
  2. fmap. Apply the user's mark to each piece, producing one GoFishNode per piece.
  3. Combine. Hand the array of nodes to the low-level layout function (Spread, Table, Scatter, Frame), which positions them.

The combinator form skips split entirely — the user already supplied the array of marks. The factory loops over them, applies each to the shared datum, and hands the resulting nodes to the same combine step.

3. Anatomy of a createOperator call

From src/ast/graphicalOperators/spread.tsx:430:

ts
export const spread = createOperator<any, SpreadOptions>(Spread, {
  split: ({ by }, d) =>
    by ? splitEntries(by, d) : new Map(d.map((r, i) => [i, r])),
  channels: { w: "size", h: "size", size: { type: "size", entry: true } },
});

Three pieces:

  1. The low-level layout functionSpread, the existing createNodeOperator-built node builder that already knows how to position children along an axis. This is the combine step.
  2. split(opts, d) — partition d into an ordered Map<key, subdata>. Insertion order matters (it determines layout order). When by is omitted, each item becomes its own one-element group. spread/stack/group/ scatter all delegate to the shared splitEntries helper (datumProjection.ts, #700) rather than a bare Map.groupBy: it groups by by first (a field(...) accessor groups by its .name, identically to a bare string), then applies any pipeline ops the accessor carries — see Field expressions for the domain-op (sort/reverse/bin) semantics. by-string/function callers are unaffected — they carry no ops, so splitEntries reduces to the old Map.groupBy behavior.
  3. channels (optional) — per-opt data-aware encodings. Same idea as createMark's channels: w: "size" means the user can pass a field name, and the factory will apply inferSize before handing opts to Spread.

That's it. Both call shapes (operator and combinator) fall out of the factory.

4. What happens at render time

Operator form (spread({ by, dir }) inside .flow(...))

Walking createOperator.ts:391-415:

  1. Splitcfg.split(opts, d) partitions the input into a Map<key, subdata>. (Some operators, like table, also return keys — row/column labels that get merged into the layout opts.) Each array leaf is then re-tagged with d's measure provenance (copyMeasureProvenance): a leaf is a fresh sub-array that wouldn't otherwise inherit the MEASURE_PROVENANCE symbol, so without this a mark channel applied per leaf would lose a transform's measure (e.g. a bin's start/end/size) and fall back to the literal field name — see underlying space and #534.
  2. fmap — for each (key, subdata) entry, call the user's mark with that subdata and a parent-prefixed key (${key}-${i}). The result is resolved to a GoFishNode. node.setKey(...) makes downstream coordinators able to look it back up. When by is a string or a field(...) accessor (its .name), each produced leaf is also stamped with __splitBy recording that field — the innermost grouping wins (a ??=-style guard means an already-stamped node keeps its value). This is what lets a later resolve(cols, { from }) infer its match key for free: it reads __splitBy off the resolved node to learn which field that node was grouped by (scatter({ by: "id" }) ⇒ join on id), so the user need not restate the key. A function by has no field name to record, so resolve errors there unless given an explicit key.
  3. Apply channelsapplyChannels runs inferSize / inferPos / inferColor on annotated opts. For an entry-flagged channel ({type, entry: true}), the inference runs once per split entry, producing an array of values (one per child); otherwise it aggregates over all of d and produces one value.
  4. Strip factory keysby and debug never reach the low-level layout; remove them from opts.
  5. Inject the grouping measureby is stripped, but a grouping operator needs its field to name the ORDINAL axis it builds. So the resolved per-axis grouping field (cfg.axisFields?.(opts), e.g. { x: "lake" }) is passed through to the low-level layout in opts as axisMeasures, where the node builder stamps it onto the ORDINAL space's measure — the discrete analogue of a continuous channel's field becoming its space's measure. That measure is the sole source for the axis title (a continuous space's unit or an ordinal space's grouping field); there is no longer any field-name title hint or fallback (the former __axisFields tag is gone).
  6. Combine — call the low-level layout with the encoded opts and the array of child nodes.

Combinator form (spread({ dir }, [m1, m2, m3]))

Same machinery, simpler:

  1. Apply each mark in marks to the same d. Marks may be any of: Mark<T> functions, already-resolved GoFishNodes (e.g. ref(...)), or a Promise<Mark<T>[]> (e.g. when produced by SolidJS For(...)).
  2. Apply channels (no per-entry inference — there's no split).
  3. Strip factory keys.
  4. Combine.

5. Channels in operator opts

The factory's channel system mirrors createMark's, with one extra spec shape — entry-flagged channels:

ts
channels: {
  w: "size",                          // aggregate over all data, one value
  x: { type: "pos", entry: true },    // per-entry, produces array of values
}
specwhat it does
"size" / "pos" / "color"aggregate over all of d, produce one value (single number/string)
{ type: "size", entry: true }run once per split entry, collect into array (one value per child)
{ type: "pos", entry: true, discrete: true }for nonnumeric categorical fields, emit evenly spaced discrete placement coordinates
user passed an arrayalready final form — pass through unchanged

scatter uses entry: true for x/y/xMin/xMax/yMin/yMax so a field name like x: "miles" becomes a per-group mean position (src/ast/graphicalOperators/scatter.tsx:336). Its point channels also set discrete: true, so a grouped nonnumeric field such as x: "lake" becomes a slot coordinate instead of an invalid numeric mean.

Windowed normalize() on an entry-flagged size channel. spread/ stack declare size: { type: "size", entry: true } (#700 Phase 2) — a per-entry stack-axis extent, one value per split entry, that Spread wraps each child in its own sized layer with (see Underlying Space for the layout side). When that channel's value carries a field(...) .normalize() op (checked via hasNormalizeOp), applyChannels takes a different path than plain per-entry inference: it splits the pipeline at normalize (splitAtNormalize, fieldExpr.ts) and runs only the PRE expression through the ordinary per-entry channel evaluation — one raw value per split entry, exactly as any size accessor would produce — then hands that whole array to applyEntryNormalize, which replaces it with each entry's share of their sum. The window applyEntryNormalize shares over is exactly the operator's own split entries, which is why this lives in createOperator.ts rather than in fieldExpr.ts itself: only the factory knows what "this operator's entries" means. channels.ts gains no knowledge of normalize from this — it's applyChannels and fieldExpr.ts splitting the responsibility, not a third aggregation mode bolted onto inferSize.

6. Adding a new operator: a worked example

Suppose you want a wrap operator that lays children out left-to-right with line wrapping at a max width. (This isn't a real GoFish operator today — it's an example.)

You already have the low-level node builder, Wrap, written with createNodeOperator. Then:

ts
export type WrapOptions = {
  by?: string;
  maxWidth: number;
  spacing?: number;
};

export const wrap = createOperator<any, WrapOptions>(Wrap, {
  split: ({ by }, d) =>
    by ? Map.groupBy(d, (r) => r[by]) : new Map(d.map((r, i) => [i, r])),
});

Both forms now work without further code:

ts
// Operator form:
chart(items)
  .flow(wrap({ by: "category", maxWidth: 400 }))
  .mark(rect({ w: "size" }));

// Combinator form:
wrap({ maxWidth: 400 }, [m1, m2, m3, m4]);

If Wrap accepts a width-per-child, you'd add channels: { width: "size" } so consumers can pass a field name there.

If your operator needs to feed extra data (like colKeys/rowKeys) into the layout opts, return the wrapped {entries, keys} form from split instead of a bare Map — see table.tsx:228 for an example.

Operators created with createOperator automatically support .translate({ x?, y? }). You do not implement this per operator; the factory composes the ordinary split/channel/combine pipeline with a structural translation wrapper around the produced node.

7. .label() on the operator (traversal) form

stack({ by: "class", dir: "y" }).label(accessor, options?) labels each group the split produces, rather than each mark instance. It is not built on the createModifier/attachModifiers system section 8 describes (that system decorates a mark; the operator form needs to affect the execution of a still-being-called operator, after .label() has already returned). Instead:

  • dual's operator branch closes over a let labelState that starts undefined. .label() (attachLabelOption) mutates it; the operator's execution closure reads the current value each time it runs (once per .flow() render), so .label() can be called any time before render, in any position in the chain.
  • In the per-leaf loop (where applyMark turns one split leaf into node(s)), if labelState is set, every node the leaf produced gets node.datum ??= leaf (the leaf's own subdata — usually the rows array split handed it) and node.label(labelState.accessor, labelState.options). Stamping datum here is what makes the label-elaboration pass's resolveLabelTargets gate ("a node with its own datum keeps its own label instead of propagating it to children") fire at the group level — the same effect the pre-#702 manual workaround achieved by hand (see the "Label on Spread" story, which now uses the operator form instead).
  • .translate() wraps the operator in a new function object (translated in translateOperator), so .label() needs to reach the SAME labelState regardless of which wrapper the caller holds. translateOperator doesn't attach a fresh label-modifier — it delegates: translated.label(...) calls the base operator's own .label(...), which mutates the base operator's closed-over labelState. That's what makes both .translate().label() and .label().translate() work identically.
  • resolveLabelText (ast/labels/labelPlacement.ts) resolves the accessor in one of three ways, depending on both the accessor's shape and the datum's shape:
    • A bare string over the group's array-of-rows datum must be constant across every row (true by construction for a by-field, since every row in the group shares that value) — resolveLabelText throws a loud error if it isn't, rather than silently reading just the first row. Over a scalar (non-array) datum it just reads the field directly.
    • A field(...) aggregate (field("count").sum()/.mean()/.count()/ .distinct()) folds the group's rows to one value via evalFieldValues (the same evaluator the by/size/pos channel pipelines use) — this is the spelling for a group-total or group-mean label.
    • A function accessor is the raw escape hatch: it receives the whole leaf (the rows array) and returns whatever it wants, e.g. (rows) => rows.length.
  • Serialization mirrors the mark-side labelModifier's tag hook (the accessor-shape logic is factored into a shared labelIRField helper, checked in order string → field-expression → function): a string accessor becomes tag.label = {accessor, ...options}; a field(...) accessor serializes via its own .toJSON() (the FieldExprWire shape) into tag.label = {accessor: {type: "field", name, measure?, ops?}, ...options}; a function accessor warns and is dropped from the emitted IR (functions aren't serializable). .translate()'s wrapper has no tag of its own by default (the wrapped function is new), so translateOperator copies the base operator's __serialize tag onto the wrapper and stamps tag.translate — without that copy, a translated operator would silently serialize as the opaque {type: "derive"} fallback, losing both translate and any chained .label().

8. The relationship with createMark

The two factories are siblings:

wrapsoutput
createMarka leaf shape (Rect, Ellipse, …)a Mark<T> (one node from one datum)
createOperatora layout (Spread, Scatter, …)a dual-mode operator (one node from many)

Both use channel annotations to encode opts; both produce mark types supporting .name(...) and .label(...) chaining. That chaining is wired by the modifier factory that also lives in this file — createModifier + attachModifiers — a single config-driven system shared by nameableMark (combinator marks), createMark (leaf marks), and makeConstrainableMark (layer / Porter-Duff marks, which add .constrain()). .name(...) also stashes the passed name on the returned mark function via stashLayerName (defined in chartBuilder.ts, called by the name modifier's tag hook), so .layer()'s producer-tier auto-naming can detect a user-chained name without parsing the __serialize tag. (An earlier ChartBuilder.connect() method used this same stashed name; it was deleted in favor of .layer(), which generalizes the pattern to every tier — see The Mark Factory.)

modifierMethod also propagates any __relationalFusable tag from the base mark onto the wrapped one (alongside the __kind tag it already carried) — the blank-fusion descriptor createRelationalMark stamps on bag-form / by-split-form relational marks (see The Mark Factory). Without this, ribbon(opts).name("area") would lose the tag the moment .name(...) wraps it in a new function, and .mark(ribbon(opts).name("area")) would silently stop fusing.

A modifier's apply(node, layerContext, datum, ...args) receives the per-instance datum the mark was called with — the same value the shape factory saw — so a modifier can produce a data-driven value rather than a constant. nameModifier / labelModifier / constrainModifier ignore it, but zOrderModifier uses it: .zOrder(value) takes a ZOrderValue<T> = number | ((datum: T) => number) and, when handed a callback, evaluates it against this datum to set each produced node's paint-order hint. That is what lets paint order be data-driven (e.g. raise one category over the rest) without splitting a mark into separately-named layers — the callback runs once per replicated instance, and the bake pass already orders each layer's children by (zOrder, index). A constant hint round-trips through the IR; a callback can't be serialized, so its tag hook drops it from the emitted IR (the same as a function .label accessor).

The export terminalsrender, toSVG, toSVGElement, save, toDisplayList — are the dual of modifiers: where a modifier mutates the produced node and returns a chainable mark, a terminal resolves the surface to a final GoFishNode and calls through to that node's method, ending the chain. They live in their own registry (terminals.ts): a TERMINALS list plus attachTerminals(target, resolveNode), where each surface supplies only its own node-resolution strategy (a combinator mark resolves by calling itself with undefined; a withGoFish promise resolves by awaiting). Both attachModifiers here and addRenderMethod in withGoFish.ts call attachTerminals, so the set of terminals is defined once — adding one (as toDisplayList was) touches a single list and lands on every surface at once, instead of being hand-rolled per surface (which previously left toDisplayList off the combinator surface entirely).

A second flavor, attachTransformModifiers, handles methods that map a mark to a different mark rather than mutating its nodes — e.g. image(...).cut(opts) maps the image to an expand-kind cut mark (which slices the source into N nodes 1:1 with data, built on the pure cut(source, opts) array primitive). Because the transform replaces the mark before any node exists, it wraps the existing .name()/.label() methods to re-apply itself, keeping .cut available across a naming/labeling chain.

Expand marks consume a whole group at once, so the operator (traversal) form hands them a single leaf containing all rows regardless of its own split config. An expand mark therefore turns each group's rows into an array of nodes, whereas a by-grouped operator needs exactly one child node per group — so an expand mark can't hang directly under a by-operator, and that case throws. The fix is to interpose a layout operator between the grouping and the expand mark (.flow(spread({ by }), stack({ dir }))): the inner operator consumes the expand mark and collapses each group's slices into one node, which the outer by-operator then arranges.

Naming-wise: createOperator is the frontend factory; the low-level helper that produces Spread, Scatter, etc. is createNodeOperator (withGoFish.ts:297). The "node" prefix reflects that it returns a function whose output is a single GoFishNode, not the dual-mode shape that createOperator returns.

9. Prior art

createOperator extends the per-component channel-grammar pattern from Encodable (Wongsuphasawat, IEEE VIS 2020 — paper, code) to layout operators. The channel system maps onto Encodable's directly — see The Mark Factory's "Prior art" section for the mark-level table. createOperator adds two pieces Encodable doesn't have:

stepwhat it doesEncodable analogue
splitpartition the input data into an ordered Mapnone — Encodable encodes a single component, not a layout
channelsparse user opts into rendering parametersEncoder / ChannelEncoder
layoutcombine partitioned children into one nodenone — Encodable's encoders feed a renderer outside the grammar layer
entry: true channel flagper-partition aggregation (e.g. mean x of each group)extension; closest analogue is Encodable's per-channel scale resolution against grouped data

The two-call-shapes design (combinator and operator/traversal) — where the multiplicity comes from the marks array vs. the data partitions — is novel to createOperator; Encodable doesn't address layout multiplicity.

10. Pointers

  • The factory: src/ast/marks/createOperator.ts.
  • Existing operators (each colocated with their low-level layout):
    • spread and stackgraphicalOperators/spread.tsx.
    • scattergraphicalOperators/scatter.tsx.
    • tablegraphicalOperators/table.tsx.
    • groupgraphicalOperators/group.ts (sibling of frame.tsx, extracted to keep the chartBuilder ↔ createOperator import graph acyclic).
  • The companion mark factory: The Mark Factory.
  • The serialize config field tags the produced operator with __serialize metadata the frontend-IR emitter reads — see Frontend IR (Serialization).
  • Encodable: paper arxiv:2009.00722, source github.com/kristw/encodable.