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Proof of concept: visualize hierarchical data #66479

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merged 24 commits into from
Dec 18, 2024

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@oandregal oandregal commented Oct 25, 2024

Closes #55957
Related #66570

What

Proof of concept to work with hierarchical data in DataViews:

Screen.Recording.2024-12-03.at.17.25.21.mov

How

  • Server:
    • implements "group the dataset by hierarchy"
    • provide the hierarchical level for each item
  • DataViews API: visualize level.

How to test

Have pages with hierarchy (many levels down) & open with site editor's page (in only works in table layout for now).

@oandregal oandregal self-assigned this Oct 25, 2024
@oandregal oandregal added [Status] In Progress Tracking issues with work in progress [Type] Experimental Experimental feature or API. [Feature] DataViews Work surrounding upgrading and evolving views in the site editor and beyond labels Oct 25, 2024
@oandregal oandregal changed the title PoC: hierarchical data Proof of concept: hierarchical data Oct 25, 2024
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github-actions bot commented Oct 25, 2024

Size Change: +140 B (+0.01%)

Total Size: 1.84 MB

Filename Size Change
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@jasmussen
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Nice. We probably want a nicer indentation line, potentially an SVG that stacks for indentation.

For the little chips that indicate parent/children, they should probably use the same design as other similar chips (did we get a component for this yet?), i.e. the proper radius, and horizontal padding.

@youknowriad
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What's the status here :) Do you think we should pursue this further?

@oandregal
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I thought I'd be able to get back to this one yesterday, but catching up with my ping queue after all the trips, etc. has been more demanding than expected. I can probably resume this experiment tomorrow.

@jameskoster
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Just catching up with this one too. Some points from a separate discussion to consider:

  • Displaying hierarchy will contradict existing sorting/ordering values, so we need to think about the 'Sort by' control in appearance options.
    • Does it have a new value 'Hierarchy', 'None', 'Default'?
    • There still needs to be some sorting behind the scenes, wp-admin sorts by title, ascending.
  • How to illustrate hierarchy when searching. I lean towards including the indentation line according to the level, and displaying the parent as a field.
    • Should the parent field be toggle-able in appearance options, or only become visible when search results include child pages?

@oandregal oandregal force-pushed the try/dataviews-hierarchical-data branch from c21c98e to 6228887 Compare November 26, 2024 12:25
@oandregal
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Looking into this again. I've reviewed the states we need to consider:

  • Initial load
  • With search
  • Sorted
  • Filtered
  • Paginated

And noticed there're a few aspects to this, according to wp-admin implementation:

  • whether it displays the level (via symbol)
  • whether it displays the parent label (attached to the title)
  • whether the child is grouped under the parent
State Level Parent label Group Comments
Initial load 🟢 🔴 🟢
Paginated 🟢 🔴 🟢
With search 🟢 🟢 🔴
Sorted 🔴 🔴 🔴
Filtered 🟢 🟡 🟡 If the parent is present in the filter, it groups them. Otherwise, it adds the label.

This is how wp-admin looks for every one of them:

Initial load

  • Items display the level.
  • Items are grouped under the parent.
Screenshot 2024-11-26 at 13 37 28

Paginated

The parent ("level 1") of the item ("level 2C") is included in the list, even though it was already displayed in the previous page:

  • Items display the level.
  • Items are grouped under the parent.
Page 1 Page 2
Screenshot 2024-11-26 at 13 47 19 Screenshot 2024-11-26 at 13 41 18

With search

  • Items display the level.
  • Items display the parent as label.

Note how the items aren't grouped under the parent. "About the tests" is the parent to many pages, but not all of them come after it. The pages are sorted in whatever order is using (not sure how: despite what the control says, it's not the title):

Screenshot 2024-11-26 at 13 37 44

Sorted

No indication of hierarchy.

Screenshot 2024-11-26 at 13 38 12

Filtered

  • Items display the level.
  • If the parent is part of the filter, items are grouped under it. Otherwise, they display the parent label.
Parent is part of the filter Parent is not part of the filter
Screenshot 2024-11-26 at 13 38 53 Screenshot 2024-11-26 at 13 38 47

@jameskoster
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I think the wp-admin examples are mostly okay, though showing the indentation in search can be a bit misleading. In that case we might consider omitting the hierarchy.

Instead of showing the parent as a label, how about showing the 'parent' field instead?

For the initial load we still need to work out:

Displaying hierarchy will contradict existing sorting/ordering values, so we need to think about the 'Sort by' control in appearance options.

  • Does it have a new value 'Hierarchy', 'None', 'Default'?
  • There still needs to be some additional sorting behind the scenes, wp-admin sorts by title, ascending.

For the second point mimicking wp-admin seems okay.

@oandregal oandregal force-pushed the try/dataviews-hierarchical-data branch from 6228887 to 32013a6 Compare November 29, 2024 10:31
@oandregal
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oandregal commented Nov 29, 2024

I found a direction that can work:

  • The hierarchical processing happens in the server. This PR adds a new parameter to the endpoint called orderby_hierarchy. If true, it does the hierarchical reordering; otherwise, it behaves as before.
  • The client displays the parent and the level (visually encoding as a dash in this PR).

The current PoC only works for a single page, but you can test it by searching, filtering, reordering. The code needs to change a lot, so don't focus too much on specifics but comment on direction.

Screen.Recording.2024-11-29.at.12.09.02.mov

Next steps:

  • Server: make it work with pagination.
  • Client: have a new control to switch on/off hierarchical vizualization.
  • Client-server: rework how levels are calculated.

Note that, in this PR, the levels are calculated in the client. We cannot do this because they'd be relative to the dataset that's being displayed. Observe this bug:

Screen.Recording.2024-11-29.at.11.25.11.mov

@oandregal oandregal changed the title Proof of concept: hierarchical data Proof of concept: visualize hierarchical data Nov 29, 2024
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github-actions bot commented Nov 29, 2024

Flaky tests detected in 28e8449.
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/12390109624
📝 Reported issues:

@oandregal oandregal force-pushed the try/dataviews-hierarchical-data branch from 32013a6 to bc9f76b Compare November 29, 2024 11:08
@jameskoster
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A tiny design detail, but I think we can remove the spaces between each emdash so they appear as single lines. IE:

Parent
— Child
—— Grandchild
——— Great Grandchild

@oandregal oandregal force-pushed the try/dataviews-hierarchical-data branch 2 times, most recently from 56ae1e4 to 292f8d9 Compare December 3, 2024 16:30
@oandregal
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oandregal commented Dec 3, 2024

Looked at this today and addressed all of this: pagination now works, there's a view config control to enable/disable hierarchical sort, and levels are calculated in the server. I've also tweaked the level indicator, as per Jay's comment.

The dataset is sorted by ascending title:

Screen.Recording.2024-12-03.at.17.25.21.mov

What do you all feel about the overall interaction @jasmussen @jameskoster @youknowriad @mtias ?

The major thing I see is fixing the implementation of levels in the server, there's a subtle bug when the parent is not part of the dataset:

This PR wp-admin
Parent is not part of the response (BUG: level should be displayed) Screenshot 2024-12-03 at 17 36 15 Screenshot 2024-12-03 at 17 36 42
Parent is part of the response Screenshot 2024-12-03 at 17 36 21 Screenshot 2024-12-03 at 17 36 34

There's also some thinking to do around dataviews behavior: the view config control, the naming, if the "parent" field behaves like any other field (can be hidden) or is special. If there's no major interactions that need fixing, I'll start looking into those details.

@jameskoster
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jameskoster commented Dec 4, 2024

Thanks for the continued effort!

Perhaps this is related to the bug you mentioned; if you search for children (so the indentation disappears), then clear the search, the indentation of those items remains hidden in the main list too:

indent.mp4

Not showing indentation in search results isn't a deal breaker given the 'Parent' field is visible, but I think it needs to be visible in the main list.

One other detail to decide on is the options/behavior of the 'Sort by' option. Currently the PR behaves differently to wp-admin as it respects hierarchy when sorting by title. You could argue this means you're not truly sorting by title :) If we wanted to match wp-admin we could try adding a new 'Default' option to the 'Sort by' control. 'Default' would mean sorting by title with hierarchy. If you switch to sort by title then hierarchy disappears and you see pages ordered alphanumerically. What do you think?

if the "parent" field behaves like any other field (can be hidden) or is special

I lean towards hidden initially; the indentation already communicates the relationships. It should probably appear conditionally, IE when searching.


Random observation while testing, I wonder if the 'create new page' dialog should allow you to select a parent...

@@ -58,10 +64,10 @@ const DEFAULT_POST_BASE = {
page: 1,
perPage: 20,
sort: {
field: 'date',
direction: 'desc',
field: 'title',
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Why change the default sort here?

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It was suggested here. Note that wp-admin uses a mix of menu_order and title (see code).

@oandregal oandregal force-pushed the try/dataviews-hierarchical-data branch from 6ed0eed to da863ad Compare December 17, 2024 12:01
@oandregal
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@mcsf thanks for the updates!

@mcsf @ntsekouras @youknowriad I've pushed changes to address the feedback in the client code. After lunch, I'll review the server and will prepare the corresponding backport PR as well.

@oandregal
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Created the backport PR at WordPress/wordpress-develop#8014 and the corresponding trac ticket as well https://core.trac.wordpress.org/ticket/62701

@oandregal oandregal force-pushed the try/dataviews-hierarchical-data branch from 3060bea to e5dc6f9 Compare December 17, 2024 16:37
@oandregal oandregal force-pushed the try/dataviews-hierarchical-data branch from e5dc6f9 to 9cd80ee Compare December 17, 2024 16:38
@@ -395,7 +395,7 @@ test.describe( 'Site Editor Performance', () => {
await requestUtils.activateTheme( 'twentytwentyfour' );
} );

const perPage = 20;
const perPage = 9;
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@oandregal oandregal Dec 18, 2024

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The test was failing because it didn't find the Page 8 that it created.

This PR switches the page order from date to title, and the Page 8 was buried in the second page of results. The reason for that is that the REST endpoint returns the titles Page 1x (ten-something) in the first page, moving Page 8 to the second page. Limiting results to 9 fixes this issue.

See how the REST endpoint sorts Page 1, Page 2, Page 11:

Screenshot 2024-12-18 at 10 28 00

@oandregal oandregal merged commit 2e3e6e4 into trunk Dec 18, 2024
66 checks passed
@oandregal oandregal deleted the try/dataviews-hierarchical-data branch December 18, 2024 15:20
@github-actions github-actions bot added this to the Gutenberg 20.0 milestone Dec 18, 2024
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Showcase hierarchy in table/list layout
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