Fix HTML save for codebook viewer

NAMESPACE

@@ -7,6 +7,7 @@ export(build_quality_report)
 export(build_record_status_data)
 export(plot_record_status)
 export(pull_redcap_project)
+export(save_codebook)
 export(view_codebook)
 importFrom(DT,datatable)
 importFrom(REDCapR,redcap_arm_export)
@@ -57,8 +58,10 @@ importFrom(ggplot2,scale_x_discrete)
 importFrom(ggplot2,scale_y_discrete)
 importFrom(ggplot2,theme)
 importFrom(ggplot2,theme_minimal)
+importFrom(htmltools,HTML)
 importFrom(htmltools,browsable)
 importFrom(htmltools,htmlDependency)
+importFrom(htmltools,save_html)
 importFrom(htmltools,tagList)
 importFrom(htmltools,tags)
 importFrom(purrr,flatten_chr)

R/REDCapExploreR-package.R

@@ -8,7 +8,7 @@
 #' right_join row_number select slice summarise transmute
 #' @importFrom ggplot2 aes element_blank element_text geom_tile ggplot labs
 #' scale_fill_gradientn scale_x_discrete scale_y_discrete theme theme_minimal
-#' @importFrom htmltools browsable htmlDependency tagList tags
+#' @importFrom htmltools browsable HTML htmlDependency save_html tagList tags
 #' @importFrom purrr flatten_chr map map_chr map_dbl map_lgl
 #' @importFrom REDCapR redcap_arm_export redcap_event_instruments
 #' redcap_instruments redcap_event_read redcap_instrument_repeating

R/codebook.R

@@ -70,8 +70,8 @@ get_codebook <- function(project) {
 #' `view_codebook()` turns a `redcap_codebook` object from [build_codebook()]
 #' into a static HTML viewer with tab-style section navigation and one
 #' interactive table per codebook section. The returned object prints in the
-#' RStudio/Posit Viewer and can be saved as an HTML file with
-#' [htmltools::save_html()]. Event, event-instrument, and repeating-structure
+#' RStudio/Posit Viewer. Use [save_codebook()] to save an HTML file for sharing
+#' or email attachment. Event, event-instrument, and repeating-structure
 #' sections are omitted when those API tables are empty.
 #'
 #' @param codebook A `redcap_codebook` object returned by [build_codebook()].
@@ -88,7 +88,7 @@ get_codebook <- function(project) {
 #' )
 #'
 #' viewer <- view_codebook(codebook)
-#' htmltools::save_html(viewer, "codebook.html")
+#' save_codebook(codebook, "codebook.html")
 #' }
 #'
 #' @export
@@ -127,6 +127,46 @@ view_codebook <- function(codebook, page_length = 25) {
   )
 }
 
+#' @title Save a REDCap codebook viewer
+#'
+#' @description
+#' `save_codebook()` saves the interactive HTML viewer from [view_codebook()]
+#' to disk as a single HTML file. Local CSS and JavaScript dependencies are
+#' inlined so the file can be opened in a browser or attached to an email
+#' without a separate dependency folder.
+#'
+#' @param codebook A `redcap_codebook` object returned by [build_codebook()].
+#' @param file Output HTML file path.
+#' @param page_length Number of rows to show per interactive table page.
+#'
+#' @returns The output file path, invisibly.
+#'
+#' @examples
+#' \dontrun{
+#' codebook <- build_codebook(
+#'   redcap_uri = Sys.getenv("REDCAP_URI"),
+#'   token = Sys.getenv("REDCAP_TOKEN")
+#' )
+#'
+#' save_codebook(codebook, "codebook.html")
+#' }
+#'
+#' @export
+save_codebook <- function(
+  codebook,
+  file,
+  page_length = 25
+) {
+  get_validate_codebook(codebook)
+  get_validate_html_file(file)
+  get_validate_page_length(page_length)
+
+  viewer <- view_codebook(codebook, page_length = page_length)
+  get_save_codebook_single_file(viewer, file)
+
+  invisible(file)
+}
+
 pull_redcap_codebook <- function(redcap_uri, token) {
   get_validate_api_credentials(redcap_uri, token)
 
@@ -330,7 +370,11 @@ get_codebook_forms <- function(project) {
 
 get_codebook_project_summary <- function(project) {
   project_info <- project$project_info
-  project_title <- if ("project_title" %in% names(project_info) && nrow(project_info) > 0) {
+  has_title_col <- "project_title" %in% names(project_info)
+  has_info_rows <- nrow(project_info) > 0
+  has_project_title <- has_title_col && has_info_rows
+
+  project_title <- if (has_project_title) {
     as.character(project_info$project_title[[1]])
   } else {
     "Unknown REDCap project"
@@ -550,7 +594,12 @@ get_codebook_repeating_summary <- function(project) {
   }
 
   repeating_events <- if (
-    "redcap_event_name" %in% names(repeating) && all(c("redcap_event_name", "form_name") %in% names(project$event_instruments))
+    "redcap_event_name" %in%
+      names(repeating) &&
+      all(
+        c("redcap_event_name", "form_name") %in%
+          names(project$event_instruments)
+      )
   ) {
     event_rows <- if ("form_name" %in% names(repeating)) {
       repeating |> filter(get_is_missing(.data$form_name))
@@ -614,7 +663,10 @@ get_codebook_validation_label <- function(
 }
 
 get_codebook_event_count <- function(project) {
-  if (nrow(project$events) == 0 || !"redcap_event_name" %in% names(project$events)) {
+  if (
+    nrow(project$events) == 0 ||
+      !"redcap_event_name" %in% names(project$events)
+  ) {
     return(NA_integer_)
   }
 
@@ -648,6 +700,107 @@ get_validate_page_length <- function(page_length) {
   invisible(NULL)
 }
 
+get_validate_html_file <- function(file) {
+  valid_file <- is.character(file) &&
+    length(file) == 1 &&
+    !is.na(file) &&
+    file != ""
+
+  if (!valid_file) {
+    cli_abort("{.arg file} must be a single non-empty HTML file path.")
+  }
+
+  parent_dir <- dirname(file)
+  if (!dir.exists(parent_dir)) {
+    cli_abort("The output directory for {.arg file} must already exist.")
+  }
+
+  invisible(NULL)
+}
+
+get_save_codebook_single_file <- function(viewer, file) {
+  temp_dir <- tempfile("redcap-codebook-save-")
+  dir.create(temp_dir)
+  on.exit(unlink(temp_dir, recursive = TRUE), add = TRUE)
+
+  temp_file <- file.path(temp_dir, basename(file))
+  save_html(viewer, file = temp_file, libdir = "lib")
+
+  html <- paste(readLines(temp_file, warn = FALSE), collapse = "\n")
+  html <- get_inline_html_styles(html, temp_dir)
+  html <- get_inline_html_scripts(html, temp_dir)
+
+  writeLines(html, file, useBytes = TRUE)
+  invisible(file)
+}
+
+get_inline_html_styles <- function(html, base_dir) {
+  get_inline_html_dependency(
+    html = html,
+    base_dir = base_dir,
+    pattern = "<link([^>]+)href=\"([^\"]+)\"([^>]*)>",
+    replacement = \(path, content) {
+      paste0(
+        "<style data-redcap-codebook-source=\"",
+        path,
+        "\">\n",
+        content,
+        "\n</style>"
+      )
+    }
+  )
+}
+
+get_inline_html_scripts <- function(html, base_dir) {
+  get_inline_html_dependency(
+    html = html,
+    base_dir = base_dir,
+    pattern = "<script([^>]*)src=\"([^\"]+)\"([^>]*)></script>",
+    replacement = \(path, content) {
+      paste0(
+        "<script data-redcap-codebook-source=\"",
+        path,
+        "\">\n",
+        content,
+        "\n</script>"
+      )
+    }
+  )
+}
+
+get_inline_html_dependency <- function(html, base_dir, pattern, replacement) {
+  matches <- gregexpr(pattern, html, perl = TRUE)
+  starts <- matches[[1]]
+  if (starts[[1]] == -1) {
+    return(html)
+  }
+
+  match_text <- regmatches(html, matches)[[1]]
+  paths <- map_chr(match_text, \(match) {
+    sub(pattern, "\\2", match, perl = TRUE)
+  })
+
+  for (index in rev(seq_along(match_text))) {
+    path <- paths[[index]]
+    local_file <- file.path(base_dir, path)
+    if (!file.exists(local_file)) {
+      next
+    }
+
+    content <- paste(readLines(local_file, warn = FALSE), collapse = "\n")
+    inline <- replacement(path, content)
+    start <- starts[[index]]
+    end <- start + attr(starts, "match.length")[[index]] - 1
+    html <- paste0(
+      substr(html, 1, start - 1),
+      inline,
+      substr(html, end + 1, nchar(html))
+    )
+  }
+
+  html
+}
+
 get_codebook_viewer_tables <- function(codebook) {
   tables <- list(
     project = list(

pkgdown/_pkgdown.yml

@@ -43,6 +43,7 @@ reference:
     Build and view REDCap project codebooks.
   contents:
   - build_codebook
+  - save_codebook
   - view_codebook
 - title: "Build Quality Reports"
   desc: >

tests/testthat/test-codebook.R

@@ -605,3 +605,46 @@ test_that("view_codebook escapes REDCap metadata values as text", {
   expect_match(as.character(viewer), "<script>alert")
   expect_false(grepl("<script>alert", as.character(viewer), fixed = TRUE))
 })
+
+test_that("save_codebook validates inputs", {
+  metadata <- tibble::tibble(
+    field_name = "record_id",
+    form_name = "main",
+    field_type = "text",
+    field_label = "Record ID"
+  )
+  codebook <- build_mock_codebook(metadata)
+  output_file <- tempfile(fileext = ".html")
+
+  expect_error(save_codebook(tibble::tibble(), output_file), "redcap_codebook")
+  expect_error(save_codebook(codebook, ""), "file")
+  expect_error(
+    save_codebook(codebook, output_file, page_length = 0),
+    "page_length"
+  )
+})
+
+test_that("save_codebook writes a single HTML file with inlined dependencies", {
+  metadata <- tibble::tibble(
+    field_name = c("record_id", "status"),
+    form_name = c("main", "main"),
+    field_type = c("text", "dropdown"),
+    field_label = c("Record ID", "Status"),
+    select_choices_or_calculations = c(NA, "1, Open | 2, Closed")
+  )
+  project_info <- tibble::tibble(project_title = "Saved Codebook")
+  codebook <- build_mock_codebook(metadata, project_info = project_info)
+  output_dir <- tempdir()
+  output_file <- file.path(output_dir, "saved-codebook.html")
+
+  result <- save_codebook(codebook, output_file)
+
+  expect_equal(result, output_file)
+  expect_true(file.exists(output_file))
+  expect_false(dir.exists(file.path(output_dir, "saved-codebook_files")))
+  output <- paste(readLines(output_file, warn = FALSE), collapse = "\n")
+  expect_match(output, "Saved Codebook")
+  expect_match(output, "redcap-codebook-viewer")
+  expect_match(output, "data-redcap-codebook-source")
+  expect_false(grepl("saved-codebook_files", output, fixed = TRUE))
+})