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Block bindings: UI for connecting bindings #62880

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merged 81 commits into from
Jul 30, 2024

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cbravobernal
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@cbravobernal cbravobernal commented Jun 26, 2024

What?

Closes #62944

This PR adds the capability of connecting attributes with custom fields via block bindings. Previously, the only way to do it was by updating the post content via the code editor.

The PR uses the Tool Item component to show and enable different attributes per block, and Dropdown components to select the post meta that will be attached.

The block bindings code has been moved to the editor package, as it will fetch post meta data, that should not be a dependency in the block-editor library. While this feature is per block, it uses general information from the editor.

There is a list of follow ups to this work, but I don't want the PR to get bigger and harder to review:

  • Move getters and setters to an useFunction. It will need to use some hooks for accesing the block store, so moving to an utils folder is not enough.
  • Extract an API to add different sources. Still needs planning, but extenders needs to add their own sources to the list. ACF or Pods are good examples.
  • Avoid custom CSS as much as possible. Tool Item component may have a helper attribute so we avoid adding plain HTMl. Adding an option for items to remove their margins, without having to tweak borders. Pinging @WordPress/gutenberg-components for feedback about this.
  • Make this option work on templates (site editor). Right now is only working with real content. Creating layouts with custom fields is a great feature for block bindings.
  • Improve e2e testing. Adding happy paths for removing attributes and adding attributes in Button, Heading and Image blocks.
  • Prevent bindings panel from moving by creating a custom group/slot for it.
  • Review image URL attribute binding. It seems that is not removing correctly from the markup.
  • Change openDocumentSettingsSidebar to only open the settings sidebar, and create an openDocumentStylesSidebar option. I had to update some tests that were assuming that, if there are no settings for paragraph, the style editor should open by default.
  • Address design feedback.
  • Removing the width CSS to the minimum makes icons get smaller.

How to test

Register post meta sources.

register_meta(
		'post',
		'pokemon_image',
		array(
			'show_in_rest'      => true,
			'single'            => true,
			'type'              => 'string',
			'default'           => 'https://www.pokemon.com/static-assets/content-assets/cms2/img/pokedex/full/006.png',
		)
	);

Use the UI to link them to paragraphs, buttons, images and headings.

Screen.Recording.2024-07-18.at.16.22.20.mov

Screenshot

Screenshot 2024-07-18 at 16 22 11

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github-actions bot commented Jun 26, 2024

Size Change: +3.24 kB (+0.18%)

Total Size: 1.76 MB

Filename Size Change
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@sc0ttkclark
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I'm worried about long custom field names which can be typical with many people who have large sites with many custom fields. How might those display and how flexible would the UI be for that?

@sc0ttkclark
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Oh also is the plan for this UI to eventually accept other registered custom sources where "Custom Fields" is an example of the heading of the source? If so, I think this would work well for other sources in general.

@cbravobernal
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I'm worried about long custom field names which can be typical with many people who have large sites with many custom fields. How might those display and how flexible would the UI be for that?

I'm truncating the content, but happy to try / discover different approaches. I've seen the option of two rows, being the value below the title and with a different color.

Captura de pantalla 2024-07-15 a las 9 16 39 Captura de pantalla 2024-07-15 a las 9 16 27

@cbravobernal
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Oh also is the plan for this UI to eventually accept other registered custom sources where "Custom Fields" is an example of the heading of the source? If so, I think this would work well for other sources in general.

We didn't think yet about how to group different sources, but the idea is to eventually accept other registered custom sources as you mention. Would this UI be enough for them (with a search field)?

@gziolo gziolo added the Needs Design Feedback Needs general design feedback. label Jul 15, 2024
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gziolo commented Jul 15, 2024

@jarekmorawski, @jasmussen, what do you think about the progress on the UI? It's looking close to what you shared in #39831 (comment). In particular:

bindings_panel.mp4

@jasmussen
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I'm heading AFK for some summer AFK soon, so won't be able to follow this that closely. If Jarek has the bandwidth to follow this work, I trust him to have to have good instincts, I know he has WooCommerce experience too.

One quick glance:

Screenshot 2024-07-15 at 11 02 47

If a menu opens from the block toolbar, it should have the dark border and not the shadow menu style, just like all other block toolbar dropdowns. I thought this was automatic (CC: @WordPress/gutenberg-components), but otherwise I think it might involve an isAlternate prop. I also personally preferred the plugged connection icon to the lightning bolt, though think this UI could survive without an icon at all, since the text is so verbose and there are so many other icons.

That's a general thought too, start with as little as possible, get a feel for it, then add on top of this only when those things become necessary.

@jarekmorawski
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Thanks, folks! I'll do a few more iterations sometime this week and keep you updated on the progress.

@tyxla
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tyxla commented Jul 15, 2024

If a menu opens from the block toolbar, it should have the dark border and not the shadow menu style, just like all other block toolbar dropdowns. I thought this was automatic (CC: @WordPress/gutenberg-components), but otherwise I think it might involve an isAlternate prop.

This is true AFAIK, the only thing I'd add is that isAlternate is deprecated nowadays - you should use variant="toolbar" instead.

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github-actions bot commented Jul 15, 2024

Flaky tests detected in 90da57a.
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/10091266598
📝 Reported issues:

@cbravobernal cbravobernal changed the title Block bindings: Experiments on UI for connecting bindings Block bindings: UI for connecting bindings Jul 15, 2024
@cbravobernal cbravobernal marked this pull request as ready for review July 15, 2024 16:16
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@cbravobernal cbravobernal requested a review from ciampo July 15, 2024 16:31
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Avoid custom CSS as much as possible. Tool Item component may have a helper attribute so we avoid adding plain HTML. Adding an option for items to remove their margins, without having to tweak borders. Pinging @WordPress/gutenberg-components for feedback about this.

I'd personally need to look more into it to understand fully the request. Pinging also @aaronrobertshaw who originally authored the component.

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SantosGuillamot commented Jul 29, 2024

I ran into an edge case where I had no sources exposed which essentially impacts every new WP instance

I believe the issue you are facing is not because there are no sources (by default core/post-meta is registered) but because you have no meta fields. The first case should be handled by the existing code, and I just pushed a fix that should make it work when no meta fields are registered: link.

When I move focus to a different block, the content with no connection is no longer listed. This edge case needs to be better secured before landing this PR.

I am not sure if this is the expected behavior of ToolsPanel. It seems to be the case for other styles using it. For example, if I go to paragraph styles and I click on the three dots of Color or Typography, I add an option, and I move to a different block, it is not there anymore. I understand it like this: "You started creating a connection, you didn't finish it, so it is not created. It doesn't show until you create it again".

Having said that, I don't have a strong opinion on what should be the behavior, but I believe it is not specific to this pull request.

Let's make sure to test how keyboard navigation works with multiple attributes connected and multiple Post Meta options registered.

It seems the keyboard navigation of the dropdown is not working as expected. Although I believe it is related to the DropDownMenu component we are using, because it doesn't seem to work in the docs examples either.

Steps to reproduce: Go to the component docs -> Navigate to the "Open Menu" button with the keyboard -> Press "Enter" -> Try to navigate through the items.

@ciampo Is this a known issue? Should I submit one, or do you have any clue how to solve it?

EDIT: Maybe this is expected and users can just navigate with the arrows? 🤔 It seems to be the case in Ariakit Menu component.

At the moment, it only shows Post Meta options even when some custom binding sources are registered, right?

Yes. The idea is to explore how to support other sources in follow-up pull requests.

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It seems the last remaining decision here is:

Should we move the UI to the Advanced panel?

This was suggested in this comment and in this WordPress Slack conversation.

Basically, the suggestion comes from the fact that it seems an advanced feature.

Apart from that, moving it to the advanced panel wouldn't change the default tab of blocks like paragraphs and headings. As explained as part of this comment, with the current implementation, when you create a new paragraph it shows the "Settings" tab instead of the "Styles" tab because we are adding the "Attributes" panel.

Whatever we decide, the position of the panel can always be changed later. It seems moving it to the Advanced section would be "safer" and would give us time to decide how to handle the edge cases.

On the other hand, I believe there is no precedent for using the ToolsPanel inside the Advanced section, which could need some modifications.

How it looks outside the Advanced panel (current implementation)

Screenshot 2024-07-29 at 09 38 53

How it looks inside the Advanced panel by default

Screenshot 2024-07-29 at 09 38 19

How it looks inside the Advanced panel with custom CSS
Screenshot 2024-07-29 at 09 37 57

Any thoughts?

@jarekmorawski
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I'm not sure it's a good idea. If we want to minimize the footprint of this section, we can remove the help text and rename it to Connections (Attributes feels like a technical term; in the future bindings may support more than just attributes). Users who know what Connections are will know it's there; everyone else won't mind.

image

My argument against putting it in Advanced is that it may become difficult to find even for more savvy users.

The section is collapsed by default and contains features that are rarely needed for daily use. It's also quite consistent across different blocks so if people aren't used to looking there while editing bindings-enabled blocks, they may never discover the feature.

Lastly, the Advanced section is always placed at the bottom of the settings panel, which may cause information hierarchy issues. Applied connections will affect the fields and data above which may feel odd and backfire at some point.

For instance, a user wanting to insert the post title in the Image block's alt text may start looking for such a setting in the Settings section which would be placed high above Connections tucked away under Advanced. Going all the way down there only to be forced to scroll back up to see the result may throw people off.

@tyxla
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tyxla commented Jul 29, 2024

It seems the keyboard navigation of the dropdown is not working as expected. Although I believe it is related to the DropDownMenu component we are using, because it doesn't seem to work in the docs examples either.

Steps to reproduce: Go to the component docs -> Navigate to the "Open Menu" button with the keyboard -> Press "Enter" -> Try to navigate through the items.

@ciampo Is this a known issue? Should I submit one, or do you have any clue how to solve it?

EDIT: Maybe this is expected and users can just navigate with the arrows? 🤔 It seems to be the case in Ariakit Menu component.

Can you please elaborate on what doesn't work as expected? In my testing, keyboard navigation works as expected.

@gziolo
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gziolo commented Jul 29, 2024

Can you please elaborate on what doesn't work as expected? In my testing, keyboard navigation works as expected

It looks like it would help to see the steps used on both ends to cross-check the expected behavior.

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gziolo commented Jul 29, 2024

When I move focus to a different block, the content with no connection is no longer listed. This edge case needs to be better secured before landing this PR.

I am not sure if this is the expected behavior of ToolsPanel. It seems to be the case for other styles using it. For example, if I go to paragraph styles and I click on the three dots of Color or Typography, I add an option, and I move to a different block, it is not there anymore. I understand it like this: "You started creating a connection, you didn't finish it, so it is not created. It doesn't show until you create it again".

Having said that, I don't have a strong opinion on what should be the behavior, but I believe it is not specific to this pull request.

I can confirm in my testing that it's working in a similar fashion to other panels. One thing that is important to highlight here is that it's at least two-step process for creating the connection so we should iterate over it later to make the feedback loop better. For example in the following state:

Screenshot 2024-07-29 at 14 57 55

We could provide a visual indicator (warning icon with a hint on hover) and accessible label on the button explaining that the attribute isn't fully connected. An alternative could be some sort of confirmation dialog that asks the user if they want to stop connecting the source with this attribute, assuming the focus management isn't too complex to achieve that. I'm just throwing some ideas to spark the discussion.

I'm not sure it's a good idea. If we want to minimize the footprint of this section, we can remove the help text and rename it to Connections (Attributes feels like a technical term; in the future bindings may support more than just attributes). Users who know what Connections are will know it's there; everyone else won't mind.

That could be enough to start with. It probably should also conditionally check if there are any custom post meta fields (anything to connect) and conditionally show the panel. In the future, that would need to scan all sources to check if there is anything to connect with.

Overall, I think we are close to landing this work based on the type of feedback we are currently discussing 🎉 Let's clarify whether the UX is accessible from the start, too. Otherwise, we can go through a round of enhancements in smaller targeted PRs so everyone can share feedback freely without being afraid to add further noise as I start to feel with my feedback now 😅

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50f6f1e](50f6f1e) - with that it’s behind the experiment. Let’s land it and decide separately when to expose it to the users. In my opinion, it’s going to be really soon, even before the next Gutenberg RC1 planned for next week. However, if this is the confidence necessary then I’m happy with it. It could be that e2e tests will need some updating to account for the experiment UI.

@SantosGuillamot
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Can you please elaborate on what doesn't work as expected? In my testing, keyboard navigation works as expected.

@tyxla I was trying to navigate the menu items with "SHIFT" and it seems I need to use the arrows instead. As said in the edit, maybe this is expected because it is how Ariakit Menu component works.

One thing that is important to highlight here is that it's at least two-step process for creating the connection so we should iterate over it later to make the feedback loop better.

I agree this could be improved. I suggested something similar in this comment: "Should we add a prompt or helper message when an attribute is not connected?".

It probably should also conditionally check if there are any custom post meta fields (anything to connect) and conditionally show the panel. In the future, that would need to scan all sources to check if there is anything to connect with.

That should already happen in this logic. When there are no custom fields to connect to, it will show only the panel when there are bindings created.

Overall, I think we are close to landing this work based on the type of feedback we are currently discussing 🎉

As it seems there are some concerns, I moved the UI under an experimental flag. I feel landing the prototype will help moving forward the follow-up discussions, fixes, and pull requests.

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tyxla commented Jul 30, 2024

Can you please elaborate on what doesn't work as expected? In my testing, keyboard navigation works as expected.

@tyxla I was trying to navigate the menu items with "SHIFT" and it seems I need to use the arrows instead. As said in the edit, maybe this is expected because it is how Ariakit Menu component works.

Thanks for confirming, this is exactly how it's supposed to work - with arrows, and you can also use SPACE and ENTER for selection and navigating between levels (in the nested version).

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ciampo commented Jul 30, 2024

it is how Ariakit Menu component works.

To add to what Marin said, that is how menu widgets should work (regardless of the underlying implementation), as per the WAI ARIA spec

@SantosGuillamot SantosGuillamot merged commit 78a3e71 into trunk Jul 30, 2024
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@SantosGuillamot SantosGuillamot deleted the experiment/connect_binding_ui branch July 30, 2024 12:48
@github-actions github-actions bot added this to the Gutenberg 19.0 milestone Jul 30, 2024
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As it is now wrapped under an experimental flag, I went ahead and merged the pull request. I'll add the follow-ups to the tracking issue and we can discuss items separately. Thanks everyone for all the feedback and the great work 👏

@fabiankaegy
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Hey all 👋

Is is correct that the bindings UI only shows the core meta binding sources as options to select from? Custom sources registered via the PHP register_block_bindings_source are not displaying for me 🤔

CC: @SantosGuillamot

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Is is correct that the bindings UI only shows the core meta binding sources as options to select from?

Yes, that's correct. The UI is specific for post meta at this moment. We explored the possibility of extending the UI to other sources, but we didn't consider the APIs stable enough to open them for 6.7. It will probably be one of the focus for 6.8, but we need to ensure whatever is built is solid enough to avoid potential issues in the future.

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Thanks for confirming :) That is another detail that I think will be really important to include in the Dev Note for the block bindings feature :)

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I started exploring the possibility of providing the APIs to extend the UI in this pull request. I plan to work on another one on top of it to provide a "default" UI for sources only registered in the server.

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Block Bindings: Add ability to add/remove bindings in attributes panel