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Add author and status filter to the page list #55270

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merged 41 commits into from
Oct 17, 2023
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oandregal
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@oandregal oandregal commented Oct 11, 2023

Related #55083

What?

Allow filtering by author and status:

Gravacao.do.ecra.2023-10-17.as.13.59.30.mov

Testing Instructions

  • Add a couple of authors to the test site. Have them use a nice name by setting the "Display name".
Captura de ecrã 2023-10-11, às 17 29 52
  • Create some pages for each. Make sure the pages have different status (publish, draft, scheduled).
  • Enable the "new admin views" experiment.
  • Go to "Site editor > Pages > Manage all pages".

Test the filter works as expected. Only the pages with publish and draft statuses are shown, as before.

Next

Follow-ups (can be done in parallel):

@oandregal oandregal self-assigned this Oct 11, 2023
@oandregal oandregal added [Type] Feature New feature to highlight in changelogs. [Feature] Site Editor Related to the overarching Site Editor (formerly "full site editing") [Feature] Data Views Work surrounding upgrading and evolving views in the site editor and beyond and removed [Type] Feature New feature to highlight in changelogs. labels Oct 11, 2023
@oandregal oandregal marked this pull request as ready for review October 11, 2023 15:51
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@youknowriad youknowriad left a comment

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Great start, maybe we should bring the designers here to help a bit with the current design direction.

packages/edit-site/src/components/dataviews/dataviews.js Outdated Show resolved Hide resolved
packages/edit-site/src/components/dataviews/dataviews.js Outdated Show resolved Hide resolved
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packages/edit-site/src/components/dataviews/add-filter.js Outdated Show resolved Hide resolved
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@jorgefilipecosta jorgefilipecosta left a comment

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Regarding the UI. I think when we press filter, and then select author the focus should change to the dropdown to choose an author, with the dropdown already open and the list of authors visible.

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github-actions bot commented Oct 13, 2023

Size Change: +387 B (0%)

Total Size: 1.66 MB

Filename Size Change
build/edit-site/index.min.js 205 kB +396 B (0%)
build/edit-site/style-rtl.css 14.3 kB -5 B (0%)
build/edit-site/style.css 14.3 kB -4 B (0%)
ℹ️ View Unchanged
Filename Size
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compressed-size-action

@oandregal
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For posterity, this is the raw first attempt at implementing the current design direction for filters UI (as per the mockups here):

Gravacao.do.ecra.2023-10-11.as.17.28.06.mov

@oandregal
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I've switched gears from implemented the field filters in the main toolbar (see previous attempt) to add filters as part of the column actions. It feels a better "first UI version" we could ship:

Gravacao.do.ecra.2023-10-13.as.13.36.14.mov

Next, I'd like to show which column filter is active in the top toolbar.

Working on this UI direction surfaced interesting questions, such as this one: each column could actually be filtered in different ways, being the "text search" the fallback for any filterable column. For example, the "author" column could be filtered by the given list of existing authors, but it could also be interesting allow "text search":

Captura de ecrã 2023-10-13, às 13 45 00

Note that text search is not implemented. I just wanted to show the possibilities.

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@oandregal oandregal requested a review from SaxonF October 13, 2023 12:19
@oandregal oandregal added the [Type] Experimental Experimental feature or API. label Oct 13, 2023
@@ -66,6 +68,10 @@ export default function PagePages() {
totalPages,
} = useEntityRecords( 'postType', 'page', queryArgs );

const { records: authors } = useEntityRecords( 'root', 'user', {
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We don't need to have this data up-front, only when the user goes to filter (or edit cells, in the future). This data could be lazy loaded upon events (opening the filter menu, etc.). Leave the comment here as food for thought to be addressed in follow-ups.

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In general this is a filter that we shouldn't pre load all records, not only for performance, but also about the REST API limits to 100.

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My comment is a bit stale, since the approach has changed: the filter is now always present in the UI (before it was only visible as part of the columns' actions). Does that change your thinking? What should we do here instead?

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Current status: have IN and NOT IN filters working with a single author.

Gravacao.do.ecra.2023-10-13.as.19.42.29.mov

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SaxonF commented Oct 16, 2023

Thanks for the ping @oandregal . As a starting point what we could do to keep things simple is to have a set of persistent primary filters at the top next to search. We can then work towards the action of adding extra filters as a follow up task.

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Before the merge, I would prefer if we have filter metadata outside the view for now because the view will be persisted which involves server code to sanitize every field and property because of security reasons. So if possible I would prefer to have the view as small as possible with only things the user can directly change for now. Storing in the database also complicates future changes to the shape as we need to be back-compatible with previous shapes. But I don't think that is a blocker and we can try to address/discuss this in the follow-up work.

I implemented this #55270 (comment) That's great feedback, thanks!

@oandregal oandregal merged commit d590c5e into trunk Oct 17, 2023
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@oandregal oandregal deleted the add/filters-page-table branch October 17, 2023 17:08
@github-actions github-actions bot added this to the Gutenberg 16.9 milestone Oct 17, 2023
@@ -126,6 +133,7 @@ export default function PagePages() {
</VStack>
);
},
filters: [ { id: 'search', type: 'search' } ],
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I don't think the "search" is the same thing as "title". One is a "global search" that searches in multiple fields and not just the "title".

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I agree, search is different from the other filters.

I shared some thoughts in this thread. The way I see it, search is a multi field filter that searches across post_title, post_excerpt, and post_content while the other filters use a single field. Note that search can also be single-field if search_columns is set to post_title. It's a bit weird. Conceptually, all of them are filters and share the same characteristics: endpoints may or may not allow a dataset to be filtered by this type of filter, the endpoint query parameter can be different, the user should be able to hide/show the filter, etc.

We may need a special treatment for filters like this one. I know tanstack differentiates between global and column filters, but I'm not sure if that's enough for us. We may need more granularity, allowing filters to declare in which context they should be rendered: top-level, table view (columns), grid view, kanban, etc.

I'd like to stretch it a bit and see how far it gets us. I'll prepare a follow-up to explore rendering the filters in the columns, and that should inform the needs for this API.

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Extracting search out of fields at #55475

},
{
header: __( 'Status' ),
id: 'status',
accessorFn: ( page ) =>
postStatuses[ page.status ] ?? page.status,
filters: [ { type: 'enumeration', id: 'status' } ],
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I think the "id" here is a bit weird, it seems to just duplicate the field id for me.

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#55440 addresses this.

},
{
header: __( 'Status' ),
id: 'status',
accessorFn: ( page ) =>
postStatuses[ page.status ] ?? page.status,
filters: [ { type: 'enumeration', id: 'status' } ],
elements: [
{ label: __( 'All' ), value: 'publish,draft' },
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Why are we limiting to "publish" and "draft"? There might be more statuses like "schedule"... Why not use the REST API for this. Also, why "all" has a value and not just "unset" the filter.

I also believe the "all" could be added automatically and not provided in this elements config.

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Why are we limiting to "publish" and "draft"? There might be more statuses like "schedule"... Why not use the REST API for this. Also, why "all" has a value and not just "unset" the filter.

I don't know. This was in the original query. If all statuses are used, we don't need to provide the "unset" value for the endpoint. I'll look into this in a follow-up.

I also believe the "all" could be added automatically and not provided in this elements config.

This is addressed at #55440

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Listing pages with any status at #55476

import TextFilter from './text-filter';
import InFilter from './in-filter';

export default function Filters( { fields, view, onChangeView } ) {
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I like this new component

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