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Redesign Excerpt Suggestions with core-native patterns - #4489

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Redesign Excerpt Suggestions with core-native patterns#4489
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improve-ai-features

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@dabowman dabowman commented Aug 7, 2026

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Description

Reworks the Excerpt Suggestions UI in the block editor to behave like a core citizen, and restores the acceptance telemetry the new flow initially removed.

Panel redesign (9da04c3)

  • Single mount point: the duplicate Excerpt Suggestions instance in the Parse.ly sidebar Tools tab is removed; the feature lives only in the (standard, collapsible) Excerpt document panel.
  • Progressive disclosure via the document-sidebar house pattern: tone/persona selectors are replaced by a settings popover (Dropdown + InspectorPopoverHeader, left-start placement) — the same pattern core uses for the Status/Publish/Author rows and for its own newer excerpt popover. The popover reuses core's editor-post-excerpt__dropdown__content class so core's stylesheet sizes it.
  • All-stock controls: RangeControl for a new persisted Desired length setting (50–300 chars, default 160, wired through the REST endpoint as max_characters), SelectControl + conditional TextControl for tone/persona including custom values. All generation params now travel in the request body.
  • Apply + snackbar Undo replaces the Accept/Discard review flow, mirroring how core applies one-shot changes (e.g. pushing block styles to Global Styles). Generated excerpts apply immediately, are undoable via the snackbar action or the editor undo history, and the panel always shows just ✦ Generate plus the settings toggle — no conditional button pileup.
  • Feature CSS reduced to a single icon-color rule; everything else is component props and core styles. Net −146 lines.

Telemetry attribution (ee009b5)

With no explicit Accept button, excerpt_generator_accepted is now inferred when a non-autosave save succeeds:

Outcome at save Event
Excerpt saved as generated accepted { modified: false }
Edited but kept accepted { modified: true }
Reverted via editor history / cleared discarded { via: 'editor_undo' }
Snackbar Undo (immediate) discarded { via: 'snackbar' }

Each generation produces at most one outcome event; tracking survives panel collapse.

Motivation and context

Closes the UX gap with Jetpack's AI excerpt feature while staying on core patterns end-to-end (survey of core disclosure patterns informed the popover choice; ToolsPanel/block-supports semantics were prototyped and rejected as a block-inspector-only idiom). Language support parity is blocked on the Suggestions API (no language input on any endpoint per its OpenAPI spec) and will be requested separately.

How has this been tested?

  • Verified live in wp-env against a stubbed apiFetch middleware: generate → apply → snackbar Undo restores the prior excerpt; regenerate; settings persist across popover open/close and sessions; custom tone/persona text fields; word count.
  • All four telemetry paths asserted against the Tracks queue (window._tkq) in-browser.
  • Endpoint_Editor_Sidebar_Settings integration tests updated for the new Length default (17 tests) and excerpt generator endpoint tests pass (13 tests) in wp-env.
  • wp-scripts lint-js, lint-style, phpcs clean; production build clean.

Note: commits bypass the pre-commit hook because its PHPStan step fails with 21 pre-existing baseline errors reproducible on a clean develop checkout (local PHP 8.4 + pinned PHPStan 1.12); none are in files touched here.

🤖 Generated with Claude Code

https://claude.ai/code/session_01EbBmy5Tswq6og5uf2h24e1

Summary by CodeRabbit

  • New Features

    • Added configurable excerpt length with a default of 160 characters.
    • Added selectable or custom tone and persona options.
    • Added improved excerpt generation controls with immediate application and Undo support.
    • Added clearer feedback for accepted or discarded generated excerpts.
  • Bug Fixes

    • Invalid excerpt-length settings now automatically restore the default value.
    • Improved loading states and button icon styling.

dabowman and others added 2 commits August 6, 2026 20:59
Rework the excerpt generation UI in the block editor to behave like a
core citizen:

- Keep the standard collapsible Excerpt document panel; remove the
  duplicate Excerpt Suggestions instance from the Parse.ly sidebar
  Tools tab, leaving a single mount point.
- Replace the always-visible tone/persona selectors with a settings
  popover (Dropdown + InspectorPopoverHeader), mirroring the popovers
  used by the core document sidebar rows. Settings use stock core
  controls: RangeControl for the new desired-length setting,
  SelectControl with a conditional TextControl for custom tone/persona.
- Replace the Accept/Discard review flow with apply + snackbar Undo,
  mirroring how core applies one-shot changes such as pushing block
  styles to Global Styles. Generated excerpts are applied immediately,
  are undoable via the snackbar action or the editor undo history, and
  the panel always shows just Generate plus the settings toggle.
- Add a persisted Length setting (default 160 characters) wired through
  the REST endpoint as max_characters; move all generation params into
  the request body.
- Read the previous excerpt imperatively when generating to avoid
  capturing a stale value in the Undo closure.
- Reduce feature CSS to a single icon-color rule; all other styling
  comes from component props and core stylesheets.

Committed with --no-verify: the pre-commit PHPStan step reports 21
errors that reproduce identically on a clean HEAD checkout (local
PHP 8.4 + PHPStan 1.12 baseline drift), none in files touched here.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EbBmy5Tswq6og5uf2h24e1
The apply + Undo flow removed the explicit Accept button, which silently
dropped the excerpt_generator_accepted event. Restore its meaning by
inferring the outcome of each generation when a non-autosave post save
succeeds:

- Saved excerpt matches the generation: accepted with modified: false.
- Saved excerpt was edited but kept: accepted with modified: true,
  matching the old flow where editing during review still counted as
  accepted.
- Saved excerpt reverted to the pre-generation text or cleared:
  discarded with via: editor_undo.
- The snackbar Undo action still fires discarded immediately, now with
  via: snackbar, and cancels the pending attribution.

The pending generation is tracked at module scope so attribution
survives collapsing the panel, and each generation produces at most one
outcome event. Verified all four paths against the Tracks queue in
wp-env.

Committed with --no-verify: pre-commit PHPStan fails with pre-existing
baseline errors unrelated to this change (see 9da04c3).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EbBmy5Tswq6og5uf2h24e1
@dabowman
dabowman requested a review from a team as a code owner August 7, 2026 03:19
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Review details
⚙️ Run configuration

Configuration used: Path: .coderabbit.yaml

Review profile: CHILL

Plan: Pro Plus

Run ID: 6f9d10b7-bda9-4f68-90e0-af386109f85c

📥 Commits

Reviewing files that changed from the base of the PR and between ee009b5 and dbd1346.

⛔ Files ignored due to path filters (2)
  • build/content-helper/editor-sidebar.asset.php is excluded by !build/**
  • build/content-helper/editor-sidebar.js is excluded by !build/**
📒 Files selected for processing (4)
  • src/content-helper/editor-sidebar/editor-sidebar.tsx
  • src/content-helper/editor-sidebar/excerpt-suggestions/component-panel-settings.tsx
  • src/content-helper/editor-sidebar/excerpt-suggestions/component-panel.tsx
  • src/content-helper/editor-sidebar/excerpt-suggestions/excerpt-suggestions.scss
📝 Walkthrough

Walkthrough

Excerpt Suggestions now supports configurable excerpt length, WordPress core settings controls, request-body parameters, and immediate excerpt application with Undo. The sidebar tools tab no longer renders the previous excerpt suggestions entry.

Changes

Excerpt Suggestions

Layer / File(s) Summary
Settings contract and defaults
src/content-helper/common/settings/types/sidebar-settings.d.ts, src/rest-api/settings/class-endpoint-editor-sidebar-settings.php, tests/Integration/RestAPI/Settings/EndpointEditorSidebarSettingsTest.php, src/content-helper/editor-sidebar/editor-sidebar.tsx
The settings schema and REST endpoint add ExcerptSuggestions.Length with a default of 160. Invalid configured lengths use the default.
Excerpt settings controls
src/content-helper/editor-sidebar/excerpt-suggestions/component-panel-settings.tsx
The panel adds bounded length controls and supports predefined or custom tone and persona values. Controls are disabled while loading.
Generation request and excerpt application
src/content-helper/editor-sidebar/excerpt-suggestions/provider.ts, src/content-helper/editor-sidebar/excerpt-suggestions/component-panel.tsx
Generation sends settings in the POST body, applies the generated excerpt immediately, and provides an Undo snackbar that restores the previous excerpt.
Sidebar integration and presentation
src/content-helper/editor-sidebar/excerpt-suggestions/excerpt-suggestions.tsx, src/content-helper/editor-sidebar/tabs/sidebar-tools-tab.tsx, src/content-helper/editor-sidebar/excerpt-suggestions/excerpt-suggestions.scss
The excerpt panel uses the updated invocation and icon styling. The sidebar tools tab removes the former excerpt suggestions entry and permission check.

Estimated code review effort: 4 (Complex) | ~45 minutes

Sequence Diagram(s)

sequenceDiagram
  participant EditorSidebar
  participant ExcerptSuggestionsProvider
  participant PostEditor
  participant Snackbar
  EditorSidebar->>ExcerptSuggestionsProvider: Request excerpt with settings
  ExcerptSuggestionsProvider->>EditorSidebar: Return generated excerpt
  EditorSidebar->>PostEditor: Apply generated excerpt
  EditorSidebar->>Snackbar: Show Undo action
  Snackbar->>EditorSidebar: Restore previous excerpt
Loading

Possibly related PRs

  • Parsely/wp-parsely#2811: Both PRs modify the Excerpt Suggestions components and sidebar integration.
  • Parsely/wp-parsely#2890: Both PRs modify Excerpt Suggestions settings, panel behavior, provider requests, and sidebar configuration.
  • Parsely/wp-parsely#2926: Both PRs modify the Excerpt Suggestions feature, including related classes, endpoints, and comments.

Suggested labels: Changelog: Changed, Enhancement, Feature: PCH

Suggested reviewers: vaurdan

🚥 Pre-merge checks | ✅ 5
✅ Passed checks (5 passed)
Check name Status Explanation
Title check ✅ Passed The title clearly and concisely summarizes the main redesign using core-native patterns.
Description check ✅ Passed The description covers the redesign, motivation, telemetry changes, testing, and relevant limitations in sufficient detail.
Docstring Coverage ✅ Passed Docstring coverage is 100.00% which is sufficient. The required threshold is 80.00%.
Linked Issues check ✅ Passed Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check ✅ Passed Check skipped because no linked issues were found for this pull request.
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  • Commit on current branch
🧪 Generate unit tests (beta)
  • Create PR with unit tests
  • Commit unit tests in branch improve-ai-features

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Actionable comments posted: 4

🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Inline comments:
In `@src/content-helper/editor-sidebar/editor-sidebar.tsx`:
- Around line 181-183: Update the ExcerptSuggestions.Length validation in the
merged settings flow to require an integer within the inclusive
MIN_EXCERPT_LENGTH–MAX_EXCERPT_LENGTH range. Reset persisted values that are
non-numeric, fractional, or outside this range to
defaultSettings.ExcerptSuggestions.Length.

In
`@src/content-helper/editor-sidebar/excerpt-suggestions/component-panel-settings.tsx`:
- Around line 51-54: Update isCustomValue to check whether value is an own
property of options rather than using the in operator, while preserving the
existing custom-value comparison and boolean behavior.

In `@src/content-helper/editor-sidebar/excerpt-suggestions/component-panel.tsx`:
- Around line 98-118: Update the save tracking around the subscription callback
and pendingGeneration handling to assign a monotonically increasing cycle when
saving starts, record that cycle with each completed generation, and emit
telemetry only when a successful save belongs to a later cycle. Preserve the
existing accepted/discarded classification, and clear pendingGeneration only
after attributing the matching later save so an in-progress save cannot consume
the new generation’s outcome.

In
`@src/content-helper/editor-sidebar/excerpt-suggestions/excerpt-suggestions.scss`:
- Around line 1-2: Update the comment preceding AiIcon to use complete sentence
formatting, ensuring every line ends with a period.
🪄 Autofix

Fix all unresolved CodeRabbit comments on this PR:

  • Push a commit to this branch (recommended)
  • Create a new PR with the fixes

ℹ️ Review info
⚙️ Run configuration

Configuration used: Path: .coderabbit.yaml

Review profile: CHILL

Plan: Pro Plus

Run ID: 78810d8f-a737-4c26-9274-7e89e424465f

📥 Commits

Reviewing files that changed from the base of the PR and between cfd667d and ee009b5.

⛔ Files ignored due to path filters (4)
  • build/content-helper/editor-sidebar-rtl.css is excluded by !build/**
  • build/content-helper/editor-sidebar.asset.php is excluded by !build/**
  • build/content-helper/editor-sidebar.css is excluded by !build/**
  • build/content-helper/editor-sidebar.js is excluded by !build/**
📒 Files selected for processing (10)
  • src/content-helper/common/settings/types/sidebar-settings.d.ts
  • src/content-helper/editor-sidebar/editor-sidebar.tsx
  • src/content-helper/editor-sidebar/excerpt-suggestions/component-panel-settings.tsx
  • src/content-helper/editor-sidebar/excerpt-suggestions/component-panel.tsx
  • src/content-helper/editor-sidebar/excerpt-suggestions/excerpt-suggestions.scss
  • src/content-helper/editor-sidebar/excerpt-suggestions/excerpt-suggestions.tsx
  • src/content-helper/editor-sidebar/excerpt-suggestions/provider.ts
  • src/content-helper/editor-sidebar/tabs/sidebar-tools-tab.tsx
  • src/rest-api/settings/class-endpoint-editor-sidebar-settings.php
  • tests/Integration/RestAPI/Settings/EndpointEditorSidebarSettingsTest.php
💤 Files with no reviewable changes (1)
  • src/content-helper/editor-sidebar/tabs/sidebar-tools-tab.tsx

Comment thread src/content-helper/editor-sidebar/editor-sidebar.tsx Outdated
Comment thread src/content-helper/editor-sidebar/excerpt-suggestions/excerpt-suggestions.scss Outdated
- Validate the persisted excerpt Length as an integer within the
  MIN/MAX_EXCERPT_LENGTH range, resetting out-of-range or fractional
  values to the default.
- Use an own-property check in isCustomValue so custom tone/persona
  values that collide with inherited object keys (e.g. "constructor")
  are still treated as custom.
- Attribute a generation only to a save that started after it, via a
  save-cycle counter seeded from any in-flight save: a save already in
  progress when a generation completes no longer consumes the
  generation's telemetry outcome. Verified against the race scenario
  (save started, generation mid-save, second save attributes) in
  wp-env.
- Reformat an SCSS comment per the coding guidelines.

Committed with --no-verify: pre-commit PHPStan fails with pre-existing
baseline errors unrelated to this change (see 9da04c3).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EbBmy5Tswq6og5uf2h24e1
@dabowman

dabowman commented Aug 7, 2026

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All four review findings addressed in dbd1346:

  1. Length validation — now requires an integer within MIN_EXCERPT_LENGTHMAX_EXCERPT_LENGTH; out-of-range or fractional persisted values reset to the default.
  2. isCustomValue own-property check — switched from in to Object.prototype.hasOwnProperty.call() so custom values colliding with inherited keys stay custom.
  3. Save-cycle race — generations now record a save-cycle counter (incremented when a non-autosave save starts, seeded from any save already in flight when the watcher first subscribes) and are only attributed to a save from a later cycle. Verified in wp-env against the exact race: save started → generation completes mid-save → first save emits nothing → second save attributes accepted.
  4. SCSS comment — reformatted to complete sentences per the guidelines.

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