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Patterns: Add user categories to site editor sidebar navigation screen #53837

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merged 15 commits into from
Sep 14, 2023

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glendaviesnz
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@glendaviesnz glendaviesnz commented Aug 21, 2023

What?

Lists user patterns by category in the site editor patterns UI.

Depends on User Patterns Category Select PR.

Why?

With the addition the ability for users to categorise their patterns we also need a way for them to be displayed by category in the site editor patterns page.

How?

Adds the user added categories to the category listing in left sidebar of site editor patterns page.

This PR was part of a group of PRs that were merged back into #53835 before being merged into trunk.

A full list of the PRs involved in this work can be found here.

Testing Instructions

  • Add several user patterns, synced and unsynced, with categories assigned (make sure to hit enter or add ',' after each category - this is the default tag input component behaviour - we will fix this in a follow up PR)
  • Go to the site editor patterns page and make sure the categories appear in the left nav panel
  • Make sure that when the categories are selected the correct patterns display
  • Make sure the theme patterns also still display as expected
  • Make sure that all the patterns display under 'All patterns' and that searching works as expected
  • Duplicate a theme pattern and make sure the new pattern is in the same category
  • Add a user pattern with category of Footer and make sure it displays along with the theme Footer patterns (be aware that although the TT3 theme footer patterns are listed under Footers the category slug is actually footer so the user category name needs to match this).

Screenshots or screencast

pattern-categories-site-editor.mp4

@glendaviesnz glendaviesnz added [Type] Enhancement A suggestion for improvement. [Status] In Progress Tracking issues with work in progress [Feature] Patterns A collection of blocks that can be synced (previously reusable blocks) or unsynced labels Aug 21, 2023
@glendaviesnz glendaviesnz self-assigned this Aug 21, 2023
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github-actions bot commented Aug 21, 2023

Size Change: +90 B (0%)

Total Size: 1.51 MB

Filename Size Change
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ℹ️ View Unchanged
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compressed-size-action

@glendaviesnz glendaviesnz changed the title [WIP] Patterns: add filtering by user categories in site editor Patterns: add filtering by user categories in site editor Aug 21, 2023
@glendaviesnz glendaviesnz removed the [Status] In Progress Tracking issues with work in progress label Aug 21, 2023
@glendaviesnz glendaviesnz marked this pull request as ready for review August 22, 2023 00:03
@glendaviesnz glendaviesnz force-pushed the add/pattern-category-ui branch from 6c97291 to e6a30e7 Compare August 22, 2023 00:20
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github-actions bot commented Aug 22, 2023

Flaky tests detected in dc66a2f.
Some tests passed with failed attempts. The failures may not be related to this commit but are still reported for visibility. See the documentation for more information.

🔍 Workflow run URL: https://github.com/WordPress/gutenberg/actions/runs/5971249296
📝 Reported issues:

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Looking good so far @glendaviesnz

It's testing pretty well for me. I've left some questions and comments inline.

Other than those, my main thoughts were around the display of the categories in the sidebar screen.

  1. I'd expect the Uncategorized pattern to display at the bottom of the categories.
  2. Might just be me, but now user patterns have merged, the separation of My patterns from the rest of the categories felt a bit off. I'm no designer though 😅

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SaxonF commented Aug 23, 2023

Looking really good @glendaviesnz !

Might just be me, but now user patterns have merged, the separation of My patterns from the rest of the categories felt a bit off. I'm no designer though

I think we can now change "My patterns" to "All patterns" and move to the top of the categories list (no gap in-between). It should include all patterns regardless of source. We can work on a follow up issue to filter patterns by author/source.

We should also update the copy action so it just copies into the same category. Instead of "copy", maybe we can think of a term that's similar to "remix"?

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We should also update the copy action so it just copies into the same category. Instead of "copy", maybe we can think of a term that's similar to "remix"?

This originally started out as "Duplicate" and later updated to "Copy to My patterns" as the duplicate couldn't be assigned to the same theme pattern category.

Now the duplicated pattern can reside in the same category, can we just revert back to this option being "Duplicate", like non-theme patterns?

We can also make it such that after duplicating and navigating back to the Patterns page, it goes to the original category not "My patterns", which should remove some forked logic and simplify things.

@glendaviesnz glendaviesnz force-pushed the add/pattern-category-filtering branch 2 times, most recently from 1ff8812 to 20cfeb8 Compare August 24, 2023 23:26
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glendaviesnz commented Aug 25, 2023

@SaxonF, @aaronrobertshaw I have replaced My patterns with All patterns and also added categories into the duplication process.

It would be good to add some filters at the top of the pattern list page to just display own synced or unsynced patterns, so have left some of that code in place, but I agree with you @SaxonF that we should handle that in a follow-up issue/PR.

@glendaviesnz glendaviesnz force-pushed the add/pattern-category-filtering branch from fb06c49 to dc66a2f Compare August 25, 2023 02:39
@aaronrobertshaw aaronrobertshaw changed the title Patterns: add filtering by user categories in site editor Patterns: Add user categories to site editor sidebar navigation screen Aug 25, 2023
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Thanks for all the effort on pattern categories @glendaviesnz 🙇

I took the liberty to push some fixes for a few typos and update the PR title to something more accurate. Hope you don't mind.

The pattern categories in the sidebar are looking good! All the counts appeared to be correct for me.

I hit a few issues around duplicating patterns though. The first time I attempted to duplicate a theme pattern I got an error via the snackbar but not thinking clearly, I refreshed the page before checking the logs for errors. After that refresh, I couldn't replicate this issue.

This was the snackbar notice in case it helps:

Screenshot 2023-08-25 at 5 31 55 pm

After successfully duplicating a theme pattern a couple of times, I attempted to duplicate one of those copies. This resulted in an error both in the snackbar and the console showing a 400 response from the wp_pattern_category endpoint.

Screenshot 2023-08-25 at 5 33 13 pm Screenshot 2023-08-25 at 5 35 00 pm

I'm out of time today but happy to help did deeper on this Monday.

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Just testing this one, I tried creating a pattern and assigning it a non-existant category called "Newsletter":

Pattern Categories

But even upon reloading the Patterns section, I'm not seeing a new "Newsletter" category show up. Am I doing something wrong?

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But even upon reloading the Patterns section, I'm not seeing a new "Newsletter" category show up. Am I doing something wrong?

Thanks for testing @jasmussen - this is an issue with the default tag input component as it doesn't register the tag unless you hit enter or add a ',' - I already have an open task to fix this somehow on the tracking issue.

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Thanks for the clarification! This is exciting work.

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@aaronrobertshaw I think I have fixed the issues with duplicating patterns.

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Appreciate the fixes so far @glendaviesnz 👍

Testing this PR again, I've found a few more issues.

  1. When duplicating a pattern with the "All patterns" category selected, you get a duplicate "All patterns" displayed in the sidebar (in one test this required a refresh to present itself). Duplicating a pattern in this way also doesn't put the new pattern in the same categories as the original.
  2. Duplicating some theme patterns also didn't seem to be getting the correct category assigned to them. The duplicate would show in the "All patterns" category but not the original theme pattern's category, at least until the page is refreshed.

It's probably easiest to replicate these issues after deleting all custom patterns, and the pattern category taxonomy terms.

Screen.Recording.2023-08-28.at.5.33.00.pm.mp4

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Duplicating some theme patterns also didn't seem to be getting the correct category assigned to them.

Seems to be a caching issue somewhere, will try and work out why sometimes the category lists are not being refreshed when new patterns are added to them

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@aaronrobertshaw this change should fix the issue with theme patterns not being added to categories without a page refresh.

@glendaviesnz glendaviesnz force-pushed the add/pattern-category-filtering branch from d6b1c5d to 5b368a3 Compare August 29, 2023 04:55
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Nice work polishing up this PR @glendaviesnz 👍

It's now testing as advertised for me. The previous issues I encountered have all been resolved.

I think this one is ready to merge into the parent PR when the time is right.

@glendaviesnz glendaviesnz merged this pull request into add/pattern-category-ui Sep 14, 2023
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@glendaviesnz glendaviesnz deleted the add/pattern-category-filtering branch September 14, 2023 04:32
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glendaviesnz commented Sep 14, 2023

This was merged with some failing tests, but is going into a feature branch which needs rebasing to get the failing tests resolved, so failing tests will be sorted on that branch prior to merging to trunk.

glendaviesnz added a commit that referenced this pull request Sep 14, 2023
#53837)

Co-authored-by: Aaron Robertshaw <60436221+aaronrobertshaw@users.noreply.github.com>
@aaronrobertshaw aaronrobertshaw added this to the Gutenberg 16.7 milestone Sep 18, 2023
@femkreations femkreations added the Needs User Documentation Needs new user documentation label Sep 29, 2023
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[Feature] Patterns A collection of blocks that can be synced (previously reusable blocks) or unsynced Needs User Documentation Needs new user documentation [Type] Enhancement A suggestion for improvement.
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