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Templates: add postTypes and isCustom fields & filters #62075

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@oandregal oandregal commented May 28, 2024

Part of #59659

What?

Adds two new fields to the templates (postTypes & isCustom).

Post types (postTypes field) Type (isCustom field)
Captura de ecrã 2024-05-28, às 17 14 22 Captura de ecrã 2024-05-28, às 17 14 05

Why?

This is a preliminary step to use this to provide a new sidebar filters that include "Posts", "Pages", and "Custom", as per #59659

How?

  • c821e44 Adds isCustom field & filter in the client. Displays it as a badge in the grid layout, and only renders the Custom value.
  • 4cea711 Adds postType field & filter in the client.
  • f7b953e Declares post_types in the templates REST endpoint.
  • 16518e7 Backport changelog.

Testing Instructions

Visit Site Editor > Templates and verify there's two new fields (hidden by default) and filters.

TODO

  • Verify postType logic. The current logic only accounts for templates the theme intended to register for a given post type. However, when switching templates (Post editor > swap templates), the user-created templates are also listed.

@oandregal oandregal requested a review from spacedmonkey as a code owner May 28, 2024 15:19
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@oandregal oandregal self-assigned this May 28, 2024
@oandregal oandregal added [Type] Enhancement A suggestion for improvement. [Feature] DataViews Work surrounding upgrading and evolving views in the site editor and beyond labels May 28, 2024
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This pull request has changed or added PHP files. Please confirm whether these changes need to be synced to WordPress Core, and therefore featured in the next release of WordPress.

If so, it is recommended to create a new Trac ticket and submit a pull request to the WordPress Core Github repository soon after this pull request is merged.

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❔ lib/compat/wordpress-6.6/rest-api.php

@oandregal oandregal mentioned this pull request May 28, 2024
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@oandregal oandregal requested review from jameskoster May 28, 2024 15:25
},
},
{
header: __( 'Type' ),
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I've made the following decisions about how to present the isCustom field to the user:

  • Called it Type. Alternatives: Template type, Is custom?.
  • Displayed it as a badge field in the grid layout, as we do for other boolean-type fields (sync status in patterns).
  • In any layout, it'd only render "Custom" if the template is custom. If it is not, it'll render an empty value. Alternatively, it could say "Default".

This is a concept that requires a certain knowledge of WordPress templates, so I was unsure about how to simplify it further. Happy to hear thoughts.

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Yeah this is very tricky.

  • I'm not sure about displaying the type as a badge; it might not be obvious what this refers to without the label?
  • 'Type' suggests multiple options... It's odd that the column is either empty or 'custom'. Would it be feasible to add other types? E.g. Archive, Single, Utility? Combined with the post type filter this could potentially work quite well.
  • I'd probably hide this field by default.

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It's odd that the column is either empty or 'custom'. Would it be feasible to add other types? E.g. Archive, Single, Utility? Combined with the post type filter this could potentially work quite well.

To be honest, I'm struggling to see the value of this field/filter in isolation: having the postTypes one enables users to search for templates bound that those post types — which are considered custom already, so this Type is a redundant. Is there any other value to it I'm not seeing?

For adding more types: is there any stablished categorization of templates I can look at? That could be useful, though I wouldn't want to introduce a new concept to templates in this PR.

If this field doesn't provide much value right now, I'd rather start with postTypes only.

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I think the main motivator was to provide a way to replicate the 'Custom' section in 6.5's Templates sidebar:

Screenshot 2024-05-29 at 14 49 17

Without this filter it wouldn't be possible to view custom templates easily which could be seen as a regression? Possibly a bad idea, but could the filter be hidden in the UI but still function as part of a 'Custom' view? I think pattern categories work a similar way.


The template hierarchy resolves by page type, essentially; "Archive", "Singular", "Front Page", "Posts Page", "Search Results", "404".

Grouping by "Archive", "Singular", and "Utility" seems reasonable, but I don't think it's defined in the code. Agree it seems late to be adding this complexity.

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The template hierarchy resolves by page type, essentially; "Archive", "Singular", "Front Page", "Posts Page", "Search Results", "404".

I feel this is the best solution, and I'm also wary to introduce it this close to the beta.

If we agree exposing those types would be best long-term, a plan for 6.6 can be:

  • naming the field "Type", so we can reuse it later
  • its values for now are "Custom" / "Not custom" — we can add more granularity in 6.7 ("Archive", etc.)

Thoughts?

Pushed this approach at 895214a. Made the field hidden by default and not a badge as well.

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How do you feel about implementing the filter with custom / not custom as values, but hiding it in the UI for 6.6?

We can then use it to add a 'Custom' view, including a description about what custom templates are. This would be similar (I think) to categories in the Patterns page.

Screenshot 2024-05-30 at 12 23 21

This would be dependent on updating the frame titles, but there's a PR for that ready to go.

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Size Change: +320 B (+0.02%)

Total Size: 1.74 MB

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@oandregal oandregal force-pushed the update/sidebar-templates branch from c821e44 to d48ddab Compare May 28, 2024 15:31
@jameskoster
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Unsure how it works, but the post type filter turned up some unexpected results for me:

  • post type = page didn't return the page.html template
  • post type = post didn't return single-post.html

When the post types field is visible, it's a little strange that some templates show the field, but others do not, especially in table layout. Should a appear for templates not associated with any particular post type? Similarly should there be an Any value for agnostic templates like Archive.html?

@oandregal
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Unsure how it works, but the post type filter turned up some unexpected results for me:

I need to verify this logic to be the same we use when the user switches templates:

Gravacao.do.ecra.2024-05-28.as.18.00.48.mov

It seems that:

  • All the templates registered via customTemplates in the theme's theme.json (example for TwentyTwentyFour) should be displayed for its corresponding post type.
  • All the templates created by the user should be displayed for both post and page post types.
  • Some extra templates, for example:
    • single and singular for post, if they exist
    • page and singular for page, if they exist

Does that sound good or am I missing something?

@oandregal
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oandregal commented May 28, 2024

Edit: I've updated this comment with the latest I've learned about how the post_type query works.

I'll look into this tomorrow morning, but at the implementation level this is a bit tricky. It seems the next steps are:

  • On the one hand, the post_types field in the endpoint should behave the same as if the endpoint was queried with post_type. This is, only the templates registered through the customTemplates field in theme.json would have post type information. Any other template would return null in postTypes field.

  • At the DataViews level, in addition to the templates with post type information we should add some logic to match other templates that are relevant to the search:

    • The custom templates that don't have post types info attached. These templates are also returned by the endpoint as per this query logic.
    • The "extra" templates that are relevant for the search (single, page, singular). This are not returned by the templates endpoint but they are the "defaults".

elements: [
{ value: 'post', label: POST_TYPES.post },
{ value: 'page', label: POST_TYPES.page },
],
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Are these the only possible post types?

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No, they are not. There's a TODO note over there to look at this later, when the custom filtering was addressed.

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Pushed support for any registered post type that is viewable & declares editor support (as a proxy for template support, otherwise, media post type will be listed as well). 35300bb and 18756b3

@oandregal oandregal force-pushed the update/sidebar-templates branch from 16518e7 to 5345174 Compare May 29, 2024 09:09
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oandregal commented May 29, 2024

I've implemented the logic above and this is how it looks like:

Templates for post Templates for pages
Captura de ecrã 2024-05-29, às 11 19 15 Captura de ecrã 2024-05-29, às 11 21 47

The results make sense to me, though it's a complex topic and I'm not sure the information display helps to make sense of it if you're not familiar with all kind of templates.

  • I think that it'd be better if we don't add the custom field for now, see related conversation.
  • Note that I've made the postType field visible to make it obvious how the filtered value and the rendered value are different. Perhaps this is fine, given the field is hidden by default. I'm posting more thoughts about this as a code review, as it's a bit different from what we've been doing so far (filter<=>display was a 1:1 match).

{
header: __( 'Post types' ),
id: 'postTypes',
getValue: ( { item } ) =>
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This getValue function is used by the filters. Note how the values returned here are different from the values returned by render, which is not what we've been doing so far.

This enables us to implement this logic, in line with the server logic. For example, when querying the templates endpoint with post_type: post the server returns:

  1. Templates whose templates->post_types values contain post.
  2. User templates that are custom but don't have any post type information.

Additionally, there's a few default templates with special meaning that are not returned by the endpoint in that scenario because they're the default and we should probably display here when the user filters by post type:

  1. The single & singular templates, as per the template hierarchy.

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An alternative to this approach would be allowing the field to provide a custom filter callback. I'm investigating this next, though I wanted to share as early as possible in case anyone has different ideas.

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I've extracted a getPostTypesFromItem method that centralizes all this logic. I feel better about this now. Still need to review/add support for CPTs to assess whether this is a good enough approach.

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I've implemented the #62075 (comment) and this is how it looks like:

I think this looks good. But shouldn't the Post types field be visible on each record? IE the 'Pages' template should have "Post type: Page".

For user-generated custom templates, should the post types value be Any as technically these templates could be applied to CPTs too?

We'll need to think about how this works for other template types like archives. E.g. archive-posts.html should have "Post types: Post".

Finally, should templates not associated with any particular post type still show the field but with an n/a value? It's a bit strange to see an empty cell in table layout.

@oandregal oandregal force-pushed the update/sidebar-templates branch from 5345174 to 1a776f2 Compare May 30, 2024 09:24
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oandregal commented May 30, 2024

James, I've pushed some changes that implement your suggestions for post types.

So far, only primary and secondary templates are mapped to a post type, the rest will display "n/a". Do we consider support for variable templates (archive-${posttype}, single-${posttype}, etc) required? It adds a bit of complexity, I can revisit it later if it's a requirement.

I'm looking at "Custom" field/filter & CPTs support next.

Gravacao.do.ecra.2024-05-30.as.11.24.42.mov

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Do we consider support for variable templates (archive-${posttype}, single-${posttype}, etc) required?

For these templates I fear "Post types: n/a" is probably too disingenuous:

Screenshot 2024-05-30 at 11 47 43

It's unclear to users why pages.html and single-post.html declare the correct post type, but these do not.

There's one other quirk we should probably consider here; the home.html template ("Blog Home") will only ever display posts, so it could potentially be hard-coded as "Post types: Post".

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For these templates I fear "Post types: n/a" is probably too disingenuous:

I've done some research and find this is plugin territory and has to do with how they provide template metadata. The gist of the issue is that core & plugins have a different understanding of what post_types and is_custom fields are for. This is what I see:

  • templates come from:

    • the theme, automatically picked up by core
    • plugins that register them by using the get_block_templates hook
    • the user, when they save changes to existing templates or create their own templates
  • $template->is_custom:

  • $template->post_types:

    • themes provide this info via customTemplates in theme.json
    • plugins provide this info via the filter and do not to provide any info (learnpress, sensei, woo).
    • My expectation would be that plugins fill this property with the relevant CPTs their templates are for.

This PR is working as expected for the templates coming from the theme. However, given the different interpretations plugins have for is_custom and post_types the feature is not working as an user would expect (e.g.: give me the templates for the Woo-defined Product CPT) due to how plugins provide metadata.

For me, the next steps here are:

  • Clarify what is_custom is for.
  • Let the plugins know that we're using post_types in more places (dataviews), so they have time to provide data for their templates — or provide a subpar experience in this screen. This means this PR won't be part of 6.6 but we'd land it early in the 6.7 cycle so plugins have time to adapt.

Pinging people that has been involved on this for thoughts and good measure:

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Aljullu commented Jun 4, 2024

$template->post_types: plugins provide this info via the filter and do not to provide any info (learnpress, sensei, woo).

I'm a bit confused by the Single product template having an empty array as the post_types value, honestly. I think this was an overlook and it should be product instead. My guess is that as we don't allow switching templates for individual products (woocommerce/woocommerce#42393), having it set to an empty array didn't make any difference functionality-wise.

Clarify what is_custom is for.

Thanks for raising this! is_custom is something that has always confused me and I guess other devs as well, seeing several plugins used it in different ways. It's even more confusing considering that a template can have origin = "custom", but that's completely unrelated to the is_custom attribute. 😅

My guess is that most plugins have set is_custom based on the specific needs they had for their templates, instead of adhering to the formal definition. We could investigate setting is_custom to true for WooCommerce templates, but we need to keep an eye on how that value is used across the codebase. Ie, if is_custom is true that means templates can be renamed by users (something we tried to avoid)?

Let the plugins know that we're using post_types in more places (dataviews), so they have time to provide data for their templates — or provide a subpar experience in this screen. This means this PR won't be part of 6.6 but we'd land it early in the 6.7 cycle so plugins have time to adapt.

This would work for us. 👍


Heads-up that we are also working on introducing a template registration API for plugins (#61577), so we have the opportunity to unify how this is handled across different plugins.

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Heads-up that we are also working on introducing a template registration API for plugins (#61577), so we have the opportunity to unify how this is handled across different plugins.

Oh, nice, I'll review that! I'm focused on backports today, so I'll take a look in a day or two.

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Thanks for the research into what "custom" and "post types" actually mean in this context!

I suppose that, as far as "custom" is concerned, those two different definitions ("is not a default template" / "lives in the database") overlapped until recently. It was only through the improvement of templating infrastructure (including the get_block_templates hook) that it became gradually easier to produce new realities for "custom" templates.

Anyway, I don't really have an answer for you on that, and I think it'll take a few discussions and competing opinions before we can untangle this.

Comment on lines +120 to +122
if ( null === $template_metadata ) {
return null;
}
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Super minor, but this check isn't needed before isset.

Suggested change
if ( null === $template_metadata ) {
return null;
}

@@ -256,6 +290,27 @@ export default function PageTemplates() {
} ) );
}, [ records ] );

const getPostTypesFromItem = ( item ) => {
// This logic replicates querying the REST templates endpoint with a post_type parameter.
// https://github.com/WordPress/wordpress-develop/blob/trunk/src/wp-includes/block-template-utils.php#L1077
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This needs to be a permalink and not just relative to trunk, otherwise it will go (and already has gone) stale.

@@ -256,6 +290,27 @@ export default function PageTemplates() {
} ) );
}, [ records ] );

const getPostTypesFromItem = ( item ) => {
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This should be a useCallback, no?

@oandregal oandregal closed this Dec 18, 2024
@oandregal oandregal deleted the update/sidebar-templates branch December 18, 2024 09:57
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