qmk-dactyl-manuform-a/docs/feature_auto_shift.md

Auto Shift: Why Do We Need a Shift Key?

Tap a key and you get its character. Tap a key, but hold it slightly longer and you get its shifted state. Voilà! No shift key needed!

Why Auto Shift?

Many people suffer from various forms of RSI. A common cause is stretching your fingers repetitively long distances. For us on the keyboard, the pinky does that all too often when reaching for the shift key. Auto Shift looks to alleviate that problem.

How Does It Work?

When you tap a key, it stays depressed for a short period of time before it is then released. This depressed time is a different length for everyone. Auto Shift defines a constant AUTO_SHIFT_TIMEOUT which is typically set to twice your normal pressed state time. When you press a key, a timer starts, and if you have not released the key after the AUTO_SHIFT_TIMEOUT period, then a shifted version of the key is emitted. If the time is less than the AUTO_SHIFT_TIMEOUT time, or you press another key, then the normal state is emitted.

If AUTO_SHIFT_REPEAT is defined, there is keyrepeat support. Holding the key down will repeat the shifted key, though this can be disabled with AUTO_SHIFT_NO_AUTO_REPEAT. If you want to repeat the normal key, then tap it once then immediately (within TAPPING_TERM) hold it down again (this works with the shifted value as well if auto-repeat is disabled).

There are also the get_auto_shift_repeat and get_auto_shift_no_auto_repeat functions for more granular control. Neither will have an effect unless AUTO_SHIFT_REPEAT_PER_KEY or AUTO_SHIFT_NO_AUTO_REPEAT_PER_KEY respectively are defined.

Are There Limitations to Auto Shift?

Yes, unfortunately.

1. You will have characters that are shifted when you did not intend on shifting, and other characters you wanted shifted, but were not. This simply comes down to practice. As we get in a hurry, we think we have hit the key long enough for a shifted version, but we did not. On the other hand, we may think we are tapping the keys, but really we have held it for a little longer than anticipated.
2. Additionally, with keyrepeat the desired shift state can get mixed up. It will always 'belong' to the last key pressed. For example, keyrepeating a capital and then tapping something lowercase (whether or not it's an Auto Shift key) will result in the capital's key still being held, but shift not.
3. Auto Shift does not apply to Tap Hold keys. For automatic shifting of Tap Hold keys see Retro Shift.

How Do I Enable Auto Shift?

Add to your rules.mk in the keymap folder:

AUTO_SHIFT_ENABLE = yes

If no rules.mk exists, you can create one.

Then compile and install your new firmware with Auto Key enabled! That's it!

Modifiers

By default, Auto Shift is disabled for any key press that is accompanied by one or more modifiers. Thus, Ctrl+A that you hold for a really long time is not the same as Ctrl+Shift+A.

You can re-enable Auto Shift for modifiers by adding a define to your config.h

#define AUTO_SHIFT_MODIFIERS

In which case, Ctrl+A held past the AUTO_SHIFT_TIMEOUT will be sent as Ctrl+Shift+A

Configuring Auto Shift

If desired, there is some configuration that can be done to change the behavior of Auto Shift. This is done by setting various variables the config.h file located in your keymap folder. If no config.h file exists, you can create one.

A sample is

#pragma once

#define AUTO_SHIFT_TIMEOUT 150
#define NO_AUTO_SHIFT_SPECIAL

AUTO_SHIFT_TIMEOUT (Value in ms)

This controls how long you have to hold a key before you get the shifted state. Obviously, this is different for everyone. For the common person, a setting of 135 to 150 works great. However, one should start with a value of at least 175, which is the default value. Then work down from there. The idea is to have the shortest time required to get the shifted state without having false positives.

Play with this value until things are perfect. Many find that all will work well at a given value, but one or two keys will still emit the shifted state on occasion. This is simply due to habit and holding some keys a little longer than others. Once you find this value, work on tapping your problem keys a little quicker than normal and you will be set.

?> Auto Shift has three special keys that can help you get this value right very quick. See "Auto Shift Setup" for more details!

For more granular control of this feature, you can add the following to your config.h:

#define AUTO_SHIFT_TIMEOUT_PER_KEY

You can then add the following function to your keymap:

uint16_t get_autoshift_timeout(uint16_t keycode, keyrecord_t *record) {
    switch(keycode) {
        case AUTO_SHIFT_NUMERIC:
            return 2 * get_generic_autoshift_timeout();
        case AUTO_SHIFT_SPECIAL:
            return get_generic_autoshift_timeout() + 50;
        case AUTO_SHIFT_ALPHA:
        default:
            return get_generic_autoshift_timeout();
    }
}

Note that you cannot override individual keys that are in one of those groups if you are using them; trying to add a case for KC_A in the above example will not compile as AUTO_SHIFT_ALPHA is there. A possible solution is a second switch above to handle individual keys with no default case and only referencing the groups in the below fallback switch.

NO_AUTO_SHIFT_SPECIAL (simple define)

Do not Auto Shift special keys, which include -_, =+, [{, ]}, ;:, '", ,<, .>, and /?

NO_AUTO_SHIFT_NUMERIC (simple define)

Do not Auto Shift numeric keys, zero through nine.

NO_AUTO_SHIFT_ALPHA (simple define)

Do not Auto Shift alpha characters, which include A through Z.

Auto Shift Per Key

There are functions that allows you to determine which keys shold be autoshifted, much like the tap-hold keys.

The first of these, used to simply add a key to Auto Shift, is get_custom_auto_shifted_key:

bool get_custom_auto_shifted_key(uint16_t keycode, keyrecord_t *record) {
    switch(keycode) {
        case KC_DOT:
            return true;
        default:
            return false;
    }
}

For more granular control, there is get_auto_shifted_key. The default function looks like this:

bool get_auto_shifted_key(uint16_t keycode, keyrecord_t *record) {
    switch (keycode) {
#    ifndef NO_AUTO_SHIFT_ALPHA
        case KC_A ... KC_Z:
#    endif
#    ifndef NO_AUTO_SHIFT_NUMERIC
        case KC_1 ... KC_0:
#    endif
#    ifndef NO_AUTO_SHIFT_SPECIAL
        case KC_TAB:
        case KC_MINUS ... KC_SLASH:
        case KC_NONUS_BACKSLASH:
#    endif
            return true;
    }
    return get_custom_auto_shifted_key(keycode, record);
}

This functionality is enabled by default, and does not need a define.

AUTO_SHIFT_REPEAT (simple define)

Enables keyrepeat.

AUTO_SHIFT_NO_AUTO_REPEAT (simple define)

Disables automatically keyrepeating when AUTO_SHIFT_TIMEOUT is exceeded.

Custom Shifted Values

Especially on small keyboards, the default shifted value for many keys is not optimal. To provide more customizability, there are two user-definable functions, autoshift_press/release_user. These register or unregister the correct value for the passed key. Below is an example adding period to Auto Shift and making its shifted value exclamation point. Make sure to use weak mods - setting real would make any keys following it use their shifted values as if you were holding the key. Clearing of modifiers is handled by Auto Shift, and the OS-sent shift value if keyrepeating multiple keys is always that of the last key pressed (whether or not it's an Auto Shift key).

You can also have non-shifted keys for the shifted values (or even no shifted value), just don't set a shift modifier!

bool get_custom_auto_shifted_key(uint16_t keycode, keyrecord_t *record) {
    switch(keycode) {
        case KC_DOT:
            return true;
        default:
            return false;
    }
}

void autoshift_press_user(uint16_t keycode, bool shifted, keyrecord_t *record) {
    switch(keycode) {
        case KC_DOT:
            register_code16((!shifted) ? KC_DOT : KC_EXLM);
            break;
        default:
            if (shifted) {
                add_weak_mods(MOD_BIT(KC_LSFT));
            }
            // & 0xFF gets the Tap key for Tap Holds, required when using Retro Shift
            register_code16((IS_RETRO(keycode)) ? keycode & 0xFF : keycode);
    }
}

void autoshift_release_user(uint16_t keycode, bool shifted, keyrecord_t *record) {
    switch(keycode) {
        case KC_DOT:
            unregister_code16((!shifted) ? KC_DOT : KC_EXLM);
            break;
        default:
            // & 0xFF gets the Tap key for Tap Holds, required when using Retro Shift
            // The IS_RETRO check isn't really necessary here, always using
            // keycode & 0xFF would be fine.
            unregister_code16((IS_RETRO(keycode)) ? keycode & 0xFF : keycode);
    }
}

Retro Shift

Holding and releasing a Tap Hold key without pressing another key will ordinarily result in only the hold. With retro shift enabled this action will instead produce a shifted version of the tap keycode on release.

It does not require Retro Tapping to be enabled, and if both are enabled the state of retro tapping will only apply if the tap keycode is not matched by Auto Shift. RETRO_TAPPING_PER_KEY and its corresponding function, however, are checked before retro shift is applied.

To enable retro shift, add the following to your config.h:

#define RETRO_SHIFT

If RETRO_SHIFT is defined to a value, hold times greater than that value will not produce a tap on release for Mod Taps, and instead triggers the hold action. This enables modifiers to be held for combining with mouse clicks without generating taps on release. For example:

#define RETRO_SHIFT 500

This value (if set) must be greater than one's TAPPING_TERM, as the key press must be designated as a 'hold' by process_tapping before we send the modifier. There is no such limitation in regards to AUTO_SHIFT_TIMEOUT for normal keys.

Retro Shift and Tap Hold Configurations

Tap Hold Configurations work a little differently when using Retro Shift. Referencing TAPPING_TERM makes little sense, as holding longer would result in shifting one of the keys.

IGNORE_MOD_TAP_INTERRUPT changes only rolling from a mod tap (releasing it first), sending both keys instead of the modifier on the second. Its effects on nested presses are ignored.

As nested taps were changed to act as though PERMISSIVE_HOLD is set unless only IGNORE_MOD_TAP_INTERRUPT is (outside of Retro Shift), and Retro Shift ignores IGNORE_MOD_TAP_INTERRUPT, PERMISSIVE_HOLD has no effect on Mod Taps.

Nested taps will always act as though the TAPPING_TERM was exceeded for both Mod and Layer Tap keys.

Using Auto Shift Setup

This will enable you to define three keys temporarily to increase, decrease and report your AUTO_SHIFT_TIMEOUT.

Setup

Map three keys temporarily in your keymap:

Key Name	Description
KC_ASDN	Lower the Auto Shift timeout variable (down)
KC_ASUP	Raise the Auto Shift timeout variable (up)
KC_ASRP	Report your current Auto Shift timeout value
KC_ASON	Turns on the Auto Shift Function
KC_ASOFF	Turns off the Auto Shift Function
KC_ASTG	Toggles the state of the Auto Shift feature

Compile and upload your new firmware.

Use

It is important to note that during these tests, you should be typing completely normal and with no intention of shifted keys.

1. Type multiple sentences of alphabetical letters.
2. Observe any upper case letters.
3. If there are none, press the key you have mapped to KC_ASDN to decrease time Auto Shift timeout value and go back to step 1.
4. If there are some upper case letters, decide if you need to work on tapping those keys with less down time, or if you need to increase the timeout.
5. If you decide to increase the timeout, press the key you have mapped to KC_ASUP and go back to step 1.
6. Once you are happy with your results, press the key you have mapped to KC_ASRP. The keyboard will type by itself the value of your AUTO_SHIFT_TIMEOUT.
7. Update AUTO_SHIFT_TIMEOUT in your config.h with the value reported.
8. Add AUTO_SHIFT_NO_SETUP to your config.h.
9. Remove the key bindings KC_ASDN, KC_ASUP and KC_ASRP.
10. Compile and upload your new firmware.

An Example Run

hello world. my name is john doe. i am a computer programmer playing with
keyboards right now.

[PRESS KC_ASDN quite a few times]

heLLo woRLd. mY nAMe is JOHn dOE. i AM A compUTeR proGRaMMER PlAYiNG witH
KEYboArDS RiGHT NOw.

[PRESS KC_ASUP a few times]

hello world. my name is john Doe. i am a computer programmer playing with
keyboarDs right now.

[PRESS KC_ASRP]

115

The keyboard typed 115 which represents your current AUTO_SHIFT_TIMEOUT value. You are now set! Practice on the D key a little bit that showed up in the testing and you'll be golden.