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Try: allow replacing a template part from patterns & parts shown in the inspector #45285

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@oandregal oandregal commented Oct 25, 2022

What?

Closes #44582

template

How?

Reuses the existing TemplatePartSelectionModal with all its components: search, list of template parts, list of patterns. This is a bit different from the mockup, and brings up a few questions / TODO items:

  • Is it the "Advanced panel" to be removed? I don't see it in the mockup.
  • Whether we have the advance panel or not may influence our thinking about an issue with the potential long scrolling. In the current state, I used a panel to bind the list of suggestions, so users could toggle it off and access the "advanced" section easily.
  • Do we only show patterns in the inspector? Or both parts and patterns? I'm inclined to show the same things a user can access via the modal ("block settings > replace").
  • Is it search useful in this context?
  • The list of potential replacements needs some sort of visual mechanism to tell them apart. Something similar to what we have for style variations could work.

Testing Instructions

  • Open the side editor and select a template part. For example, the header.
  • Open the block inspector and verify that there is a new panel called "Replacements" that contains alternate parts and patterns.
  • Click on any and verify that the template part is replaced.
Gravacao.de.ecra.a.partir.de.25-10-2022.17.46.40.webm

@oandregal oandregal self-assigned this Oct 25, 2022
@oandregal oandregal added [Feature] Patterns A collection of blocks that can be synced (previously reusable blocks) or unsynced [Block] Template Part Affects the Template Parts Block labels Oct 25, 2022
@oandregal oandregal requested a review from jameskoster October 25, 2022 15:45
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Size Change: +16 B (0%)

Total Size: 1.28 MB

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compressed-size-action

@oandregal oandregal added the [Status] In Progress Tracking issues with work in progress label Oct 25, 2022
@jameskoster
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Do we only show patterns in the inspector? Or both parts and patterns?

The original plan was only to show patterns, and only when editing a template part in focus mode, where it is obvious that the 'replacement' will update the template part you're editing. This PR is actually jumping ahead a bit by surfacing replacements in the Inspector outside of focus mode.

In that respect there's a nuance to consider: does selecting a pattern from the "replacements" area update the existing template part, or create a new one entirely? In the replace flow (via ellipsis icon in the toolbar) selecting a pattern would create a new template part. But that feels counter-intuitive in this flow, probably because the UI appears in the block inspector. I'd love to hear thoughts from @WordPress/gutenberg-design and @WordPress/theme-team on that.

Related to this, it would be excellent to fix issue #42154 before implementing the work here.

@paaljoachim
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paaljoachim commented Oct 25, 2022

When I saw the above short video from Andre I went straight to cool now we can easily replace the current Header or Footer!

As I have been working on a site using Twenty Twenty Two. I had not noticed that I could replace the current Header by clicking the 3 dot contexual menu and select Replace Header (Posted about it in the FSE Slack channel). So I went to the in Block inserter and added a new header and manually deleted the current header to get it replaced by the one I had added to the canvas.

Screenshot 2022-10-25 at 20 25 02

The right sidebar Header block contains very little information.
It would be very helpful to see a replace header section that I can open and close like any panel in the sidebar. Currently there is just the Advanced panel, but additional panels can be in the future. So having it in a panel would be helpful.

Added a quick mockup Replace Header closed panel in the sidebar.

Replace Header through sidebar

@jameskoster
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jameskoster commented Oct 26, 2022

Here's a quick video of the current state of this PR:

replace.mp4

Switching between existing template parts feels pretty good in terms of flow, but the placement of this affordance in the UI feels conceptually awkward because typically Inspector panels are for block settings. This isn't really a setting, it's more of a transform akin to block variations (like group/row/stack). So I wonder if we might place the thumbnails in that location instead (excuse the missing previews, the dev tools failed to copy them):

Screenshot 2022-10-26 at 10 00 45

Replacing with a Pattern feels a bit confusing. The thumbnail list seems to jump around on click, and I'm left unsure as to whether I just updated the existing template part or created a new one. There's no hint in the UI to indicate the affected behaviour.

Extending the idea above, we might include a "New header" link beneath the existing ones like so:

Screenshot 2022-10-26 at 10 07 50

Clicking this would reveal the patterns (either in a modal or an accordion), and selecting one would create a new template part. It would probably be good to include a "Start blank" option here as well. What do y'all think?

@jasmussen
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Did the thumbnails move from the Template tab to the Block tab? I think one of the strengths of the original concept was to leverage that free space of the currently very empty Template tab. Your thought is valid, of course, but to me that mainly begs the question: why does a template part have a template tab? (Perhaps best solved separately.)

Otherwise, I can't tell if it's better to have these transforms available outside of focus mode. It may be fine? Otherwise, can we limit them to just focus mode?

@jameskoster
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@jasmussen there are two considerations:

  1. Surfacing patterns while editing a template part in isolation. That was the original intent of Surface related patterns in the template inspector #44582.
  2. Enable the replacement of template parts via the Inspector while editing a template, which is what this PR enables.

My comments above are related to that second consideration.

@oandregal
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Surfacing patterns while editing a template part in isolation. That was the original intent of #44582.

Hey, I wasn't aware we wanted to only show this in the "edit the template part" view. I can look into that.

@oandregal
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Though, the fact that I did not understand it that way can also be telling of what my struggle was: that the inspector behaves differently depending on the context (edit template part vs general view).

@jameskoster
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@oandregal It's no problem, I think we want both so no need to abandon the work here! The context is quite different between editing template part in isolation / editing template, with the latter being more nuanced. In that respect I think the concepts in #45285 (comment) are still worth a try.

I think one of the strengths of the original concept was to leverage that free space of the currently very empty Template tab

@jasmussen on this note in particular, when you're editing a template, the Template tab should eventually surface patterns in the same way, but there you will find ones that are associated with the template (e.g. 404, search, archive) rather than the Header/Footer.

@jasmussen
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on this note in particular, when you're editing a template, the Template tab should eventually surface patterns in the same way, but there you will find ones that are associated with the template (e.g. 404, search, archive) rather than the Header/Footer.

Right, but couldn't it be the same tab? Would you ever have access to both?

@jameskoster
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Would you ever have access to both?

Yes, when editing a template. Hopefully this diagram helps:

Screenshot 2022-10-27 at 10 51 09

@annezazu
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Hey folks! It's been a few weeks since this PR was opened. How is work progressing? What's needed here and what resources can I bring in to shake this loose?

@annezazu annezazu mentioned this pull request Nov 15, 2022
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@jameskoster
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If we pursue the PR in its current scope, I think it would be good to try the designs from #45285 (comment).

Alternatively we spin up another PR that concentrates only on the template part focus mode to begin with.

As discussed I think we need both, so it is mostly a question of @oandregal's bandwidth :)

@richtabor
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Alternatively we spin up another PR that concentrates only on the template part focus mode to begin with.

I lean towards this approach.

Basically bring the replace flow modal to the "Block" sidebar, when in the template part focus mode. It should work the same fashion as well.

I like that you'd be able to click "Edit" on a template part (opening focus mode), and see the available template parts you can employ. Whereas in today's flow, you can't get back to those alternate parts in focus mode.

@oandregal
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@jameskoster @richtabor I've created a different PR for the focus mode at #47507

@oandregal
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It's been a few months since I worked on this. Going to close it for now and free the issue at #44582 for anyone to take. I may be able to come back at this in a couple of weeks if I manage to wrap up other things in my queue.

@oandregal oandregal closed this May 15, 2023
@oandregal oandregal deleted the add/replace-template-part-from-inspector branch May 15, 2023 16:44
@priethor priethor removed the [Status] In Progress Tracking issues with work in progress label May 17, 2023
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[Block] Template Part Affects the Template Parts Block [Feature] Patterns A collection of blocks that can be synced (previously reusable blocks) or unsynced
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Surface related patterns in the template inspector
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