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Navigation: Create nav menu on pattern insertion or when the block has uncontrolled inner blocks #36024

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merged 4 commits into from Nov 3, 2021

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talldan
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@talldan talldan commented Oct 28, 2021

Description

Iteration on #35947

As discussed on that issue, the process of having the user manually create a menu was considered undesireable.

This PR automatically creates an untitled wp_navigation menu whenever:

  • A pattern with uncontrolled/unsaved inner blocks is inserted
  • A post/template has a navigation block with unsaved block in it already, and the editor is loaded.

An idea discussed on that issue was to automatically use the template part area to name a menu, but was pretty complicated. The template part block often doesn't store the 'area', so the code would have to get all parent template part blocks, get the entities, and then get the nearest area. Template part ids are also a weird combination of 'theme' + 'slug', which seems to be something codified in the block.

How has this been tested?

  1. Insert a pattern with a navigation block
  2. The navigation block should automatically create an unsaved entity

Screenshots

Screenshot 2021-10-28 at 1 59 23 pm

Types of changes

New feature (non-breaking change which adds functionality)

Checklist:

  • My code is tested.
  • My code follows the WordPress code style.
  • My code follows the accessibility standards.
  • 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 (please manually search all *.native.js files for terms that need renaming or removal).

@talldan talldan added [Type] Enhancement A suggestion for improvement. [Block] Navigation Affects the Navigation Block labels Oct 28, 2021
@talldan talldan self-assigned this Oct 28, 2021
@talldan
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talldan commented Oct 28, 2021

A situation where there are lots of created menus is a little too easy to create IMO. Especially if the user is just trying out patterns.

I'm thinking we need a way to automatically clean up wp_navigation posts.

Maybe we can look into drafts or auto-drafts, and if the associated menu is still in draft status and the block is removed, it could be deleted? I'm thinking a draft menu also wouldn't be selectable from another instance of a nav block.

This system might be challenging though because the main entity saving flow in the editor would need to know to migrate the post status from 'draft' to 'published'.

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Size Change: +1.27 kB (0%)

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@talldan
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talldan commented Oct 28, 2021

Another option could be to explore the entity having an unsaved in-memory state. Saving this via the main entity flow would publish it. It might be a longer-term solution though.

@jasmussen
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Thanks for this. Just user experience wise, this vastly improves the experience of inserting patterns, and the fact that I can click one of the menus from the pattern and swap it out with one of my existing menus, that just shows the sheer power of what this can be:

this

That's the amazing potency of persisted menus: insert a pattern, wire it up, and you're done! And it will sync.

The downside is all the saved menus created as I'm just paging through patterns. I imagine that to be made worse as you initially set up your theme and flip through patterns using the template part pagination. Can we hold off on saving until you're actually ready to save?

@jasmussen
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Inspired by this one, I created mockups in #35947 (comment) which all force you to save the menu in order to save the post/page.

@talldan
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talldan commented Oct 28, 2021

That's the amazing potency of persisted menus: insert a pattern, wire it up, and you're done! And it will sync.

I think it could be even better if the menu were wired up from the start, which is what we could do after #36002. Patterns that are for headers could specify the 'header' area, and automatically pull in the menu the user has assigned to the header. If there's no menu assigned, the fallback would be specifying the inner blocks as we are now.

I imagine that to be made worse as you initially set up your theme and flip through patterns using the template part pagination.

If this UI uses a block preview (which I think it does), it won't create a menu until inserted.

Can we hold off on saving until you're actually ready to save?

I think possibly we can try a few things:

@noisysocks noisysocks added this to 👀 Needs review in WordPress 5.9 Must-Haves via automation Oct 29, 2021
@talldan talldan force-pushed the try/creating-nav-menu-on-pattern-insertion branch from 54eeed2 to 868ae0a Compare October 29, 2021 11:23
@talldan
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talldan commented Oct 29, 2021

Have iterated further on this with the following changes:

  • An inserted pattern now won't immediately create a wp_navigation entity, but only does so when the block is selected. This should hopefully help mitigate the huge amount of menus we were previously seeing
  • When selecting the block, the wp_navigation entity is created with a status of 'draft'. These won't show up in the 'Select menu' dropdown on other navigation blocks. We can consider it an intermediate state where this particular wp_navigation isn't fully ready.
  • When the wp_navigation is a draft, there's a save button the user can click to name the menu on the block toolbar and saving this way will 'publish' the wp_navigation post.
  • If the user bypasses that, but still saves via the main editor save button, that will also migrate the wp_navigation from draft status to published if the user has edited the menu. This bit could be open to debate. Is it needed?

There's one glitchy bit that I'd still like to fix, and that's after inserting the pattern, selecting the block causes it to momentarily disappear and reappear. That's because it's being saved asynchronously and the inner blocks are being switched from uncontrolled to controlled.

But I think this is open to more feedback, if you can just ignore that bit for now 😄

@jasmussen
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Took it for a quick spin, this is what I see:
save as

This vastly improves the experience of using patterns, nice work.

Can we do the same for from-scratch navigation menus? Instead of having to save the menu before adding blocks to it, can it happen after the fact?
from scratch

That would be along the lines of this mockup, which adds the multi entity saving dot as soon as you click "Start empty". And so long as the dot is there, you can't leave the page until you've saved the menu.

@draganescu
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draganescu commented Oct 29, 2021

For now, until we find a better way to auto-name (maybe once we're more clear about navigation area names?) I am in support of the naming modal. The crux is that by making naming obvious you actually empower the menu switching feature, because the user has pause to pick a name.

Automattic naming is easy on creation but impossible later, which menu is "Untitled menu 2"? I have seen enough GDrives filled with "Untitled document", enough to fear this pattern.

If there is no nudge to name menus, people will work with the defaults. People always work with the defaults. The result will be in effect we're making menus unusable instead of reusable. Auto-naming or naming on save, all good, but for now this is a good stepping stone IMO until the better options have good solutions.

@talldan talldan force-pushed the try/creating-nav-menu-on-pattern-insertion branch from 868ae0a to 37448a9 Compare November 1, 2021 08:09
@talldan
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talldan commented Nov 1, 2021

There's one glitchy bit that I'd still like to fix, and that's after inserting the pattern, selecting the block causes it to momentarily disappear and reappear. That's because it's being saved asynchronously and the inner blocks are being switched from uncontrolled to controlled.

This part should be resolved now.

Comment on lines +114 to +122
if (
hasSavedUnsavedInnerBlocks ||
isDisabled ||
isSaving ||
savingLock.current ||
! hasResolvedDraftNavigationMenus ||
! hasResolvedNavigationMenus ||
! hasSelection
) {
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I find the amount that's going on here a bit bonkers, but I don't have another solution. There's some extreme care needed to ensure the menus are only created once.

Fix issues with multiple menu creation

Lift limit on loading of menus

Remove attempt to use template part area to generate a name

Remove unused client id prop

Try creating as auto-draft and publishing on save

Only save when selecting menu

Show a draft save button on the block toolbar

Show loading state when navigation block first loads

Remove flicker when selecting block with unsaved inner blocks

Polish switch to controlled inner blocks

Take drafts into account when naming menus

Fix repeated line
@talldan talldan force-pushed the try/creating-nav-menu-on-pattern-insertion branch from 4b06da7 to 86d3e43 Compare November 1, 2021 09:35
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This is working well!

Looks like packages/block-library/src/navigation/edit/use-unsaved-inner-blocks.js should be removed as it's empty.

packages/block-library/src/navigation/editor.scss Outdated Show resolved Hide resolved
@draganescu
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This works very well in my testing. The one part that I found weird was that the auto saved menu was a "draft" but it was rendered on the front end anyway. As @talldan explained this is due to the fact that it's invisible to the user from the UI that the navigation is a draft, so a user would expect to see it renderd on the front end.

The question then becomes if "draft" is a good status? Maybe a custom status would do better, as draft should be unpublished.

@talldan
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talldan commented Nov 2, 2021

The question then becomes if "draft" is a good status? Maybe a custom status would do better, as draft should be unpublished.

Not sure what the options are here, but it seems there's no other post status that represents public, but not published.

It seems like this would entail a new built-in WordPress post status, something like 'auto-generated' 😬

Or potentially we could use a different mechanism other than status.

@tellthemachines
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One thing I'm noticing is there always seem to be unsaved changes in the Site Editor in this branch. Not sure if it's due to these changes, or some other issue that has since been fixed on trunk.

@talldan
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talldan commented Nov 3, 2021

One thing I'm noticing is there always seem to be unsaved changes in the Site Editor in this branch. Not sure if it's due to these changes, or some other issue that has since been fixed on trunk.

@tellthemachines What are the steps to reproduce?

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Testing more methodically I now realise the unsaved changes only happen if an unsaved nav block is selected. So steps are:

  1. Open the site editor on a template with an unsaved nav block (I used one of the Twenty Twenty Two headers)
  2. Click on the nav block to select it, but don't do anything further with it
  3. Verify the "Save" button is now enabled

The above behaviour is specific to this branch - probably because the nav is being saved as a draft behind the scenes?

But I'm seeing another save-related issue on trunk:

  1. Make any change to a template in the Site Editor and save it
  2. Save button is still enabled after changes have been saved
  3. Refresh page; changes are lost

@talldan
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talldan commented Nov 3, 2021

Testing more methodically I now realise the unsaved changes only happen if an unsaved nav block is selected. So steps are:

  1. Open the site editor on a template with an unsaved nav block (I used one of the Twenty Twenty Two headers)
  2. Click on the nav block to select it, but don't do anything further with it
  3. Verify the "Save" button is now enabled

That is to be expected, since clicking into the nav block creates a wp_navigation post and updates the navigationMenuId attribute of the navigation block to that post's id. It's the consequence of this approach of automatically creating menus.

An improvement might be to create the post when the user makes an edit, but I'm yet to find a good way to do that. I can look into it some more, but I don't think it should be a blocker.

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Approving as it's working well and improves the experience. I think it's worth getting this in and then iterating further.

@draganescu draganescu merged commit 92f75c1 into trunk Nov 3, 2021
WordPress 5.9 Must-Haves automation moved this from 👀 Needs review to ✅ Done Nov 3, 2021
@draganescu draganescu deleted the try/creating-nav-menu-on-pattern-insertion branch November 3, 2021 07:32
@github-actions github-actions bot added this to the Gutenberg 11.9 milestone Nov 3, 2021
@andrewserong andrewserong changed the title Try creating nav menu on pattern insertion or when the block has uncontrolled inner blocks Navigation: Create nav menu on pattern insertion or when the block has uncontrolled inner blocks Nov 5, 2021
hasSelection={ isSelected || isInnerBlockSelected }
hasSavedUnsavedInnerBlocks={ hasSavedUnsavedInnerBlocks }
onSave={ ( post ) => {
setHasSavedUnsavedInnerBlocks( true );
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Where do we reset the value of this flag? Aren't we supposed to reset it somewhere to "false"?

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[Block] Navigation Affects the Navigation Block [Type] Enhancement A suggestion for improvement.
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5 participants