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Site Editor: Split the templates list #47841

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@afercia afercia commented Feb 7, 2023

Fixes #42557
Related: #42505 / #42555

What?

As suggested in #42555, a more clear indication of the custom / customized templates and templates parts may benefit from splitting the templates table in two tables.

Why?

Right now, custom / customized templates and templates parts are only distinguished by the other ones by the means of a blue dot and a tooltip that appears only on hover. The blue dot is only visual and it's also a very small target to hover. Teh tooltip is not keyboard accessible. There's no other semantic information.

Splitting the table in two tables, one for the default templates and the other one for custom / customized templates, makes things way cleared and allows to entirely remove the blue dot and tooltip. Headings before the table further clarify what the tables are about.

How?

This PR splits the array of templates in two, based on whether the template source is custom. Based on that, it renders two tables conditionally:

  • When there are no custom / customized templates, only one table is rendered. No big visual changes here.
  • When there are custom / customized templates, two tables with headings are rendered.

Testing Instructions

  • Go to the Site Editor.
  • In the navigation sidebar, click Templates > Manage all templates
  • Create a custom template.
  • Also customize one of the default templates.
  • Go back to the navigation sidebar > Templates > Manage all templates.
  • Observe there are now two tables.
  • Check the headings before the two tables are, respecitvely, 'Custom templates' and 'Default templates'.
  • Check the 'Actions' column is shown only in the Custom templates table.
  • In the table of the customized templates, observe there's no blue dot and tooltip for the customized template.
  • Clear cutomizations of the customized template.
  • Delete the custom template.
  • Observe the templates list updates and shows only one table.
  • Repeat the above steps for the Template parts.
    • Check the headings before the tables are, respecitvely, 'Custom template parts' and 'Default template parts'.

Testing Instructions for Keyboard

Screenshots or screencast

Screenshot 2023-02-07 at 15 55 00

@afercia afercia added [Focus] Accessibility (a11y) Changes that impact accessibility and need corresponding review (e.g. markup changes). [Package] Edit Site /packages/edit-site labels Feb 7, 2023
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Size Change: +267 B (0%)

Total Size: 1.31 MB

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ℹ️ View Unchanged
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github-actions bot commented Feb 7, 2023

Flaky tests detected in f583353.
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/4115567117
📝 Reported issues:

@afercia
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afercia commented Feb 8, 2023

Note: the two headings 'Customized templates' and 'Default templates' don't necessarily need to be 'big and bold'. While there should be some typography hierarchy, they could also be a bit smaller and light it that's desirable from a design perspective.

@jameskoster
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I worry that separate tables will create headaches down the road when we add bulk actions. How would this convention work if you wanted to apply an action to templates across tables?

Could a filter be another option? IE a UI to sort the table:

  • All templates
  • Default templates
  • Customized templates
  • User-created templates

This could be scaled in the future to include filtering by template type, by author, and more.

@afercia
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afercia commented Feb 8, 2023

I'm not 100% sure there's anything to distinguish 'User-created templates' from 'customized' templates, as it seems to me both have the source property set to custom. I'd need to investigate that.

Regardless, also taking into consideration #42505 / #42555 I'd love to show the 'Actions' column only when needed. For the default templates there shouldn't be an Action column in the first place.

Could a filter be another option?

Not sure that would solve the problem. How we communicate in the UI a template is 'custom' when displaying all templates?

when we add bulk actions. How would this convention work if you wanted to apply an action to templates across tables?

Hm, to my understanding, also the available bulk actions would be different depending whether a template is 'custom' or not. For example., the 'delete' action is not available for default templates.

@aristath
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aristath commented Feb 8, 2023

I worry that separate tables will create headaches down the road when we add bulk actions. How would this convention work if you wanted to apply an action to templates across tables?

🤔 The only bulk actions I can imagine us having is delete/trash-customizations, and those can only be done in custom templates.
Default/theme-provided templates can not - by definition have any action.. Am I missing something? If not, then splitting the table to 2 will actually make the bulk-actions thing easier in the future

@jameskoster
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Am I missing something?

Nope, it's true this is the status quo. The only other bulk action I can think of that all templates might entertain in the future is exporting, but I acknowledge that exporting specific templates will probably be an edge case. Still, it's an example of a flow that would be made quite awkward by this table split.

Another consideration here is how things like filtering and pagination would work. Say I want to see all templates associated with a specific plugin, would I need to filter each table separately? Would pagination be per-table?

For the default templates there shouldn't be an Action column in the first place.

Would it be a bad idea to add an 'Edit' action item for default templates?

How we communicate in the UI a template is 'custom' when displaying all templates?

I feel like there's opportunity to explore more lightweight solutions to this. Instead of the blue dot, perhaps template names are suffixed with "– customized", similar to how we mark drafts in wp-admin list views. Alternatively, would the presence of the "Clear customisations" action be a sufficient indicator on its own (if we were to remove the ellipsis in favor of simply displaying the actions)?

Screenshot 2023-02-08 at 12 43 43

Perhaps I am being overly cautious. I'd just like to solve these issues in a way that is compatible with how we might want to scale these list views in the future.

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afercia commented Feb 13, 2023

For reference: this is the issue about the Bulk Actions: #41946

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afercia commented Feb 13, 2023

Fair enough, I'll close this PR.

I feel like there's opportunity to explore more lightweight solutions to this. Instead of the blue dot, perhaps template names are suffixed with "– customized", similar to how we mark drafts in wp-admin list views.

I'd like to remind a similar text-based solution was already tried in #42589.

Alternatively, would the presence of the "Clear customisations" action be a sufficient indicator on its own (if we were to remove the ellipsis in favor of simply displaying the actions)?

I'm not sure that would be sufficient. Inferring from the context is always a costly operation in terms of cognitive load. Also, it's based on visuals. There wouldn't be any textual information.

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[Focus] Accessibility (a11y) Changes that impact accessibility and need corresponding review (e.g. markup changes). [Package] Edit Site /packages/edit-site
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Templates list: info on whether a template has been customized should be accessible
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