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Site editor sidebar: consolidate rename component and use TemplateActions component for patterns single view #54271

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@ramonjd ramonjd commented Sep 8, 2023

What's happening here?

This PR:

  • unifies the export/duplicate/rename/delete actions dropdown into a single actions component
  • renames 'Template Actions' to 'Pattern actions' in anticipation of the great unification.
2023-12-04.16.02.37.mp4

This PR builds on the work in:

TODO

  • Write some e2e tests

Why?

#54173 added rename/delete actions to Template parts. Why should patterns miss out?

How?

  • Rejigging <TemplateActions /> (now renamed to <PatternActions />) to handle Pattern post types
  • Consolidating template and pattern rename functionality into one <RenameMenuItem /> component
  • Consolidating template and pattern duplicate functionality into one <DuplicateMenuItem /> component

Note: I haven't looked at the new dataview yet. It might require some refactoring if it exits experimental:
Screenshot 2023-12-04 at 4 22 50 pm

Testing

  1. Create a custom pattern in the Site Editor
  2. From the sidebar, navigate to Patterns > My Patterns > Your new custom pattern. Click on your pattern's title so that the single pattern view appears in the side bar.
  3. Ensure that the rename, duplicate, clear, export and delete functionality works
  4. Do the same for patterns on the main patterns page, /wp-admin/site-editor.php?path=%2Fpatterns
  5. Test out custom templates and template parts to ensure there are no regressions
  6. Check that single pattern renaming et.al from the command center still works as per Patterns: Add rename command #55188
  7. Check that the actions work on "Manage all" pages for template and template parts, e.g., /wp-admin/site-editor.php?path=%2Fwp_template%2Fall and /wp-admin/site-editor.php?path=%2Fwp_template_part%2Fall

@ramonjd ramonjd self-assigned this Sep 8, 2023
@ramonjd ramonjd added [Type] Enhancement A suggestion for improvement. [Status] In Progress Tracking issues with work in progress [Type] Experimental Experimental feature or API. [Feature] Site Editor Related to the overarching Site Editor (formerly "full site editing") labels Sep 8, 2023
@ramonjd ramonjd changed the title [Experiment] Use Actions component for patterns single view in site editor side bar Sep 8, 2023
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github-actions bot commented Sep 8, 2023

Size Change: +133 B (0%)

Total Size: 1.71 MB

Filename Size Change
build/edit-site/index.min.js 194 kB +133 B (0%)
ℹ️ View Unchanged
Filename Size
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github-actions bot commented Sep 8, 2023

Flaky tests detected in 90ea73d.
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/7294516510
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@ramonjd ramonjd force-pushed the try/edit-site-pattern-sidebar-actions branch from cc9ed34 to 96ea2b6 Compare September 14, 2023 04:42
@ramonjd ramonjd force-pushed the try/edit-site-pattern-sidebar-actions branch from b1cfcc0 to 314d5b7 Compare September 21, 2023 04:22
@ramonjd ramonjd changed the title [Experiment] Use Actions component for patterns single view in site editor side bar Site editor sidebar: consolidarte rename component and use TemplateActions component for patterns single view Sep 21, 2023
@ramonjd ramonjd changed the title Site editor sidebar: consolidarte rename component and use TemplateActions component for patterns single view Site editor sidebar: consolidate rename component and use TemplateActions component for patterns single view Sep 21, 2023
@ramonjd ramonjd force-pushed the try/edit-site-pattern-sidebar-actions branch from 3ca6492 to 6c110c7 Compare September 25, 2023 04:09
@ramonjd ramonjd marked this pull request as ready for review September 25, 2023 04:57
@ramonjd ramonjd removed [Status] In Progress Tracking issues with work in progress [Type] Experimental Experimental feature or API. labels Sep 25, 2023
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Appreciate the continued iterations here @ramonjd, especially when they clean up the code some ✨

✅ User-created patterns show the actions menu on their view page and it works as expected
✅ Theme patterns can't be edited directly, so aren't impacted
✅ Unedited template parts do not show an actions menu
✅ Customized template parts show an actions menu containing only "clear customizations"
✅ User-created template parts show menu and can be renamed or deleted successfully
✅ After deleting a pattern or template part I was returned to the expected page

Looks good. I left a couple of minor comments regarding possible tweaks but I'll leave those to your discretion.

Also, while testing this, it kind of stuck out that we don't have the "duplicate" option under the actions menu. What do you think of that as a further follow-up?

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I wonder if we should hold off merging this until the 6.4 release is finalised, just so we don't diverge too much from the 16.7 RC branch if any last-minute bug fixes are needed?

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ramonjd commented Sep 25, 2023

I wonder if we should hold off merging this until the 6.4 release is finalised, just so we don't diverge too much from the 16.7 RC branch if any last-minute bug fixes are needed?

👍🏻

I'll lean on your experience. Happy to hold off and keep it rebased until we're ready.

It's low priority I'd venture and mainly janitorial, though it does bring the rename/delete experience to the patterns single view, which is lacking at the moment.

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ramonjd commented Sep 25, 2023

Thanks for testing this one @aaronrobertshaw

Also, while testing this, it kind of stuck out that we don't have the "duplicate" option under the actions menu. What do you think of that as a further follow-up?

Yes! While I was tooling around with this PR I did dive into packages/edit-site/src/components/page-patterns/grid-item.js to see what we could abstract. I think it's doable and a good candidate for a follow up PR. Cheers!

Follow ups

@ramonjd ramonjd force-pushed the try/edit-site-pattern-sidebar-actions branch 2 times, most recently from 1dc41ad to 275df92 Compare December 12, 2023 00:36
@ramonjd ramonjd force-pushed the try/edit-site-pattern-sidebar-actions branch from 275df92 to 025d764 Compare December 21, 2023 04:14
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From what I've tested, I think it's almost ready for shipping 👍

  • Patterns Page:
    • Theme patterns and Theme template parts can only be duplicated
    • User patterns can be renamed, duplicated, exported, and deleted
    • Custom template part can berenamed, duplicated, and deleted
    • Page doesn't move anywhere after deleting pattern and template part
  • Pattern Details Page Sidebar:
    • Can be renamed, duplicated, exported, and deleted
    • Return to the Patterns page after deleting the pattern
  • Template Parts List Page:
    • Theme template parts can only be duplicated (This is intentional, as stated in this comment)
    • Can clear the theme's template part customization.
    • Custom template part can be renamed, duplicated, and deleted
    • Page doesn't move anywhere after deleting pattern
    • Classic themes that support template parts do not display the action button.
  • Template Part Details Page Sidebar:
    • Custom template part can be renamed, duplicated, and deleted
    • 🤔 Return to the Patterns page after deleting the template part. In trunk, return to the Template Parts List page.
    • Classic themes that support template parts do not display the action button.
  • Templates List Page:
  • Experimental Pages List Page:
  • Others:

packages/edit-site/src/components/editor/index.js Outdated Show resolved Hide resolved
@ramonjd ramonjd force-pushed the try/edit-site-pattern-sidebar-actions branch from 025d764 to 90ea73d Compare December 22, 2023 00:12
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ramonjd commented Dec 22, 2023

Thank you for testing so thoroughly @t-hamano 🙇🏻

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ramonjd commented Dec 22, 2023

🤔 Return to the Patterns page after deleting the template part. In trunk, return to the Template Parts List page.

Just to clarify, in this PR, after you delete a template part, it'll take you back to the previous screen:

  • after deleting directly from the Template Parts List page, you'll remain on the Template Parts List page
  • clicking on a custom template on the Template Parts List page, and then deleting, you'll return to the Template Parts List page
  • after deleting directly from the patterns page, you'll remain on the patterns page
  • clicking on a custom template part on the patterns page, and then deleting you'll return to the patterns page

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🤔 Return to the Patterns page after deleting the template part. In trunk, return to the Template Parts List page.

Just to clarify, in this PR, after you delete a template part, it'll take you back to the previous screen:

Ah, I tried again and was unable to reproduce the issue. Maybe my testing procedure was wrong 🙈

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ramonjd commented Dec 22, 2023

Ah, I tried again and was unable to reproduce the issue. Maybe my testing procedure was wrong

Ha, I don't trust myself. But what I think you saw is right? I tested again and it seems okay 🤷🏻

I might get some folks who worked on patterns to also give it a test when they have free time.

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Ha, I don't trust myself. But what I think you saw is right? I tested again and it seems okay 🤷🏻

I tried it again and it seems to be fine.

8bfc3f4e6273f699f71f2454b2ee1e86.mp4

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Thanks for the continued effort here @ramonjd and the thorough testing @t-hamano 🙇

After a quick test and look over the code, I've left a few random thoughts and questions. I'll have more time next week to dig in and test further.

For the most part though this seems to be working pretty well. One thing that stuck out to me was the new inclusion of help text into the actions menu for clearing customizations.

It looks a bit cluttered to me and could have been the reason it was omitted when added for the patterns page in trunk. I appreciate that it is present in the template part list view's action menu, so perhaps we need some design feedback on this one?

Trunk This PR
Screenshot 2023-12-22 at 5 40 24 pm Screenshot 2023-12-22 at 5 39 35 pm

renames 'Template Actions' to 'Pattern actions' in anticipation of the great unification.

P.S. We might need a new moniker for uniting all the different types of patterns as the unification of the site and post editor has sort of usurped the name. See #57214 🙂

// Only patterns and template parts can be duplicated for now.
const isDuplicable = isUserPattern || isNonUserPattern || isTemplatePart;

// If the pattern is not editable or duplicable, don't show the menu.
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Suggested change
// If the pattern is not editable or duplicable, don't show the menu.
// If the pattern is not removable, revertable, or duplicable, don't show the menu.

The current comment doesn't quite seem to fit given isEditable is defined below and not used in the conditional.

Alternatively, is it worth doing away with the comment entirely as that code block is pretty self-explanatory now?

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I was using a editable to cover all the change of state conditions, but you're right: it's just confusing noise since the vars are self-explanatory. I think deleting is a good option.

👍🏻

Comment on lines +220 to +224
{ isUserPattern && (
<MenuItem onClick={ () => exportAsJSON( record ) }>
{ __( 'Export as JSON' ) }
</MenuItem>
) }
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If we're looking to increase parity, should we also be able to export/import user-created template parts?

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Sounds good to me. It's not a big change for this PR.

);
}

function DeleteMenuItem( { onRemove, title } ) {
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Is it worth also splitting out the DeleteMenuItem and RevertMenuItem components to their own files to match DuplicateMenuItem & RenameMenuItem?

export default function RenameMenuItem( { template, onClose } ) {
const title = decodeEntities( template.title.rendered );
const [ editedTitle, setEditedTitle ] = useState( title );
export default function RenameMenuItem( { postType, postId, onClose } ) {
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While we're trying to make things more consistent, I noticed this gets passed the type and id separately, but in other places, we're passing an item object.

It might be good to tweak that so all these related components are consumed in an intuitive manner. Would it also prevent any excessive re-renders, not passing a fresh object around?

What do you think?

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This makes sense. Thanks for flagging. I'll take a look.

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ramonjd commented Dec 26, 2023

Thanks again for looking at this @aaronrobertshaw and @t-hamano

I'll tweak the PR as suggested.

One parallel effort that may put the brakes on this PR further is:

The data view components take a different approach to rendering action menu.

I'm not 100% sure yet, but they may not be compatible with existing action components such as these and the ones they replace. See: https://github.com/WordPress/gutenberg/blob/trunk/packages/edit-site/src/components/page-templates/index.js#L335

So if the objective is to, similar to the manage all template page, refactor patterns and other views to use dataviews, then maybe this PR isn't worth pursuing in its current form.

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So if the objective is to, similar to the manage all template page, refactor patterns and other views to use dataviews, then maybe this PR isn't worth pursuing in its current form.

Appreciate the effort you've put into this one. I have no objections if you want to close this PR, it can always be resurrected if needed.

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ramonjd commented Dec 27, 2023

I'll close this PR - as implied above, it might create more refactor headaches as we migrate to data views.

Also, the PR has been open for a while and it probably too large as it is. Therefore, I don't see the continued effort as providing commensurate value.

I still think it's desirable to harmonize the actions between screens, but perhaps in a less ambitious way, and with consideration of the way dataviews consume actions.

Thanks again for all the help along the way folks!

@ramonjd ramonjd closed this Dec 27, 2023
@ramonjd ramonjd deleted the try/edit-site-pattern-sidebar-actions branch December 27, 2023 00:50
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