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ToC block: re-enable + use static markup and only support core Heading and Page Break blocks #29739

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merged 25 commits into from
May 6, 2022

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@ZebulanStanphill ZebulanStanphill commented Mar 10, 2021

Description

Fixes #29560 and re-enables the Table of Contents block, which was first merged over a year ago in #21234, only to be temporarily (heh) disabled 2 weeks later in #29718 to provide more time for some implementation issues to be resolved.

This time, the block is using static markup and only supports the core Heading and Page Break blocks, using a much cleaner and performant implementation. I've also switched to using <ol> for the lists.

Implementation notes

Why <ol>s?

See #29739 (comment) and this other comment for additional notes on that decision.

Why absolute links?

See #29739 (comment).

Undo behavior quirk

I have noticed one undesirable quirk with the current implementation, though I'm not sure if there's any way around it: when a Table of Contents block is present, every letter typed in a Heading block counts as a separate undo step, in contrast to the default behavior of multiple letters typed in sequence being combined into a single undo step. Is this a blocker? If so, I'd appreciate any suggestions on how to fix it, because I'm not aware of any solutions here. (Remember, it only affects Headings, not other blocks.)

I've opened #41031 to track this bug.

Static rendering

This PR currently uses static rendering for the Table of Contents, meaning the markup is only altered in the editor, and on save, the final markup is saved to the post content.

Advantages

  • Performance. The heading list and markup are calculated only in the editor, meaning the Table of Contents requires no more effort to render on the front-end than a Paragraph or Heading.
  • Fallback markup. Even if the blocks of a post fail to be parsed properly, the block will still render its static content between the block delimiter comments (again, just like a Paragraph).
  • Simplicity. It's really nice to do everything in JS and not have to re-implement the block in PHP as well.

Disadvantages

  • If we ever want to use the Table of Contents in the context of something like a post template (outside of the Post Content block), static markup won't work.
  • Though links breaking when you change the permalink structure is "normal" for WordPress, that doesn't mean we shouldn't try to avoid this when possible. It would be really nice if the Table of Contents block just handled this automatically - and the only way to do this is via dynamic rendering.
  • Dynamic rendering would allow us to create a Table of Contents block that can list the headings of any post, not just the current one. This would be very fragile with static rendering, since updating the referenced post would not update the Table of Contents.

Testing instructions

Try adding Heading and Page Break blocks to create a paginated post. Set various heading levels on the Headings. Set anchors/ids on some of the Headings. Place a Table of Contents block somewhere between the Page Breaks. Ensure that the links to the headings work on the front-end, regardless of which page the headings are on. (Note that only headings with anchors will be linked.) Try toggling the "Only include current page" option to make the block only list headings on the same page as itself.

Note that in a recent commit, I've added a feature where inserting a Table of Contents block turns on the Heading block's automatic anchor generation - a feature which is already in core, but is disabled by default, with no visible UI control available to turn it on permanently yet.

Screenshot

image

Checklist:

  • My code is tested.
  • My code follows the WordPress code style.
  • [n/a] My code follows the accessibility standards.
  • [n/a] I've tested my changes with keyboard and screen readers.
  • My code has proper inline documentation.
  • I've included developer documentation if appropriate.
  • I've updated all React Native files affected by any refactorings/renamings in this PR.

@ZebulanStanphill ZebulanStanphill added the [Block] Table of contents (experimental) Affects the Table of contents Block label Mar 10, 2021
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github-actions bot commented Mar 10, 2021

Size Change: +1.35 kB (0%)

Total Size: 1.24 MB

Filename Size Change
build/block-library/index.min.js 179 kB +1.35 kB (+1%)
ℹ️ View Unchanged
Filename Size
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@ZebulanStanphill ZebulanStanphill added the Needs Technical Feedback Needs testing from a developer perspective. label Mar 10, 2021
@ZebulanStanphill ZebulanStanphill force-pushed the update/toc-block-use-static-markup branch 2 times, most recently from 9b7fcff to cd93c8f Compare March 15, 2021 05:35
@ZebulanStanphill ZebulanStanphill force-pushed the update/toc-block-use-static-markup branch from cd93c8f to 4ec45cf Compare April 26, 2021 17:59
@shamotj
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shamotj commented May 19, 2021

@ZebulanStanphill I have also problem with infinite loop in the edit.js. I narrowed it down to setHeadingTree function in edit.js. Somehow setting headingTree fires loop. I couldn't find out why. Will check again tomorrow.

@ZebulanStanphill ZebulanStanphill force-pushed the update/toc-block-use-static-markup branch 4 times, most recently from 348f581 to 0dfa131 Compare June 27, 2021 22:47
@ZebulanStanphill ZebulanStanphill marked this pull request as ready for review June 28, 2021 03:38
@ZebulanStanphill
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Alright, I finally managed to figure out what was causing an infinite loop: it was simply a result of trying to use setAttributes inside a useSelect callback, which doesn't work. I stopped doing that and polished the code a bit more. Now everything seems to be working as intended, and I think this PR is ready for review!

@ZebulanStanphill ZebulanStanphill changed the title ToC block: use static markup and only support core Heading and Page Break blocks ToC block: re-enable + use static markup and only support core Heading and Page Break blocks Jun 28, 2021
@deborah86

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@ZebulanStanphill

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@deborah86
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@deborah86 No, in fact it's just waiting for a review right now.

Are any of these issues something you would be interested in?

@paaljoachim
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@mcsf @jorgefilipecosta @aristath
Could you please take a look at this PR?
Thanks!

@aristath aristath mentioned this pull request Oct 14, 2021
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@ZebulanStanphill ZebulanStanphill force-pushed the update/toc-block-use-static-markup branch from b84f91e to 327338f Compare May 5, 2022 13:08
@ZebulanStanphill
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@adamziel Done!

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This PR went through a lot of iterations and been sitting here for a while. As of now, it seems to be in a good enough shape to get it merged, especially since the block is still experimental. Let's figure out any kinks in follow-up PRs. Good job @ZebulanStanphill!

@adamziel adamziel merged commit c4c3173 into trunk May 6, 2022
@adamziel adamziel deleted the update/toc-block-use-static-markup branch May 6, 2022 11:37
@github-actions github-actions bot added this to the Gutenberg 13.3 milestone May 6, 2022
@mtias
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mtias commented May 9, 2022

Cool to see this getting a new cycle of life. Let's see how it works and refine

@mahnunchik
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Is there a simple way to check this feature?

@ZebulanStanphill
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@mahnunchik Once Gutenberg 13.3 comes out, it should be as easy as inserting the block alongside some Heading and Page Break blocks and playing around with it from there. (The recently released 13.2 does not contain the block.)

Or do you mean "check" as in set up functional tests for the complex behaviors of the block? Unfortunately, there currently aren't any of those set up for the block. I've gone ahead and opened an issue to track progress on that front: #41032.

@NicoHood
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Will wordpress 6.1 have gutenberg 13.3, aka this new block? :)

@ZebulanStanphill
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@NicoHood Since the block is currently marked as experimental, it won't be included even when the rest of the latest version of Gutenberg is merged into core.

See #42229 for the discussion around what needs to happen before the block can be stabilized.

@femkreations femkreations added the Needs User Documentation Needs new user documentation label Sep 2, 2022
@thingsiplay
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Since I am using this on Wordpress.com, I have some thoughts. It would be very useful if I could specify which headings level to include in the TOC. Either directly the range as "From: [h2] To: [h3]" or at least "Up to: [h2]".

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[Block] Table of contents (experimental) Affects the Table of contents Block Needs User Documentation Needs new user documentation
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Table of contents: Avoid parsing the document using libxml in PHP