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Editable table cells IxD spec #2477

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{
"type": "none",
"comment": "IxD spec for editable table",
"packageName": "@ni/nimble-components",
"email": "[email protected]",
"dependentChangeType": "none"
}
103 changes: 103 additions & 0 deletions packages/nimble-components/src/table/specs/editable-table-ixd.md
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# Nimble Editable Table (IxD)

## Overview

Nimble table support for interactive cell editing.

### Background

- [Figma worksheet](https://www.figma.com/design/r2yGNQNVFdE7cBO9CyHmQx/Nimble---IxD?node-id=1221-36463)
- [Input table columns (select, text field, etc) #1190](https://github.com/ni/nimble/issues/1190)

## Usage

**When to use:**

- When users need to quickly and efficiently update data directly within the table.
- When inline editing can improve the user experience by reducing the need for separate forms or dialogs.
- When the table is used in scenarios where data accuracy can be ensured through validation and error handling mechanisms.

**When not to use:**
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Should we state some non-goals to make it clear we're not trying to replicate a spreadsheet experience? For example:

  • pasting values into a range of cells
  • adding/deleting/reordering rows or columns
  • advanced edits like formulas or autoformatting values to the expected type

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Added to both "When not to use" and "Out of scope"

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After reading the DFF tabular data spec I am more nervous that adding/deleting/reordering rows or columns is out of scope and expected to be implemented by clients. It's clear that they expect those operations to be possible and I think they'll seek our guidance about how to do them if we don't provide them. Re-opening in case we want to revisit this now, but I'm also fine to move it to another venue.


- When data integrity is critical and the table should not be modified by users.
- When the table is used for displaying static or read-only data.
- When the user interface requires a more complex data entry form.

## Anatomy

![Editable table anatomy](./spec-images/editable-cell-anatomy.png)

| Element | Description |
| --------------------- | ------------------------------------------------------------------------ |
| Static cell value | Non-editable display of cell value |
| Action button | Button to open cell context menu. Appears on row hover or keyboard focus |
| Editable cell control | Text or numeric control that supports entering or editing cell data |

## Behavior
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What's the scope of "editability"?

  1. Do apps mark the entire table as editable? Specific rows? Specific columns? Specific cells?
  2. Does every column type support editing? For pretty much everything except text columns that opens the door to questions about what the editor should look like and what kind of validation is available.

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Specific columns and we'll need to start with text and numeric, and add select and checkbox later. We shouldn't need to support every column type (at least right away.)


### States

![Editable cell states](./spec-images/editable-cell-states.png)

#### Error State
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Do apps need to be able to do their own validation and explicitly put a cell in an error state? Or is the table completely in control of the error state?

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I think this is ultimately a discussion for the HLD for the implementation of this feature. My preference, at the moment, would be for our error APIs to be very general provided via the table, and not by various columns (i.e. the table is not in complete control of the error state, it is managed by the user via APIs provided at the table level).

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Requirements-wise: Client apps need to be able to specify their own cell validation rules (e.g., max/min/invalid characters/format) at the column level and they should get that feedback while editing the cell.

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This seems like a call to essentially surface the appropriate HTML input attributes on the relevant column types. I'm concerned if we feel that there are validation APIs beyond those captured by the input attributes. The "format" you mention is one that may fall under that category. For such cases, I would prefer that clients manage their own custom validation logic, and simply rely on the information provided via events that fire during input, and then call general APIs to set the cell in an error state.


![Editable cell error states](./spec-images/editable-cell-error-data.png)

### ARIA Considerations

- Maintain compatibility with existing keyboard navigation behavior
- Consider resolving [existing ARIA gaps](https://github.com/ni/nimble/issues/2285)

### Mouse Interactions
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Can we cover mousewheel behavior in this section? Due to the table's virtualization we need to be explicit about the behavior we want.

If a cell has Edit focus (potentially with an edited cell value), then the user scrolls the mousewheel, is that equivalent to committing or reverting the edited value?

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I'd strongly prefer that we maintain the edit state even if the cell scrolls out of view, such that it can scroll back into view in the same state. While it's true the menu button dropdown closes on scroll, setting or reverting an edited cell value is a much more aggressive action in response to something as simple as scrolling.

Do we have any options for persisting this type of state as the cell is scrolled out of view?

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If that proves too expensive, we should prevent the table from scrolling while a cell is in edit focus.

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Discussed this a bit with Fred today. Maintaining an edited cell as 'still being edited' after a scroll will probably be difficult due to virtualization - as soon as you scroll more than 1 row's height, even if the row is still visible in the table viewport, the row elements have been re-bound to different data at that point. We can remember which row/cell was being edited (and the current edited cell value), but we'd need to reapply that to a new row visual again (since now a different row visual represents the data row that was being edited, after the scroll), and there might be visual artifacts/ visible flashing if we do that.

Assuming we can prevent mousewheel scrolling the table while editing a cell, that's probably the simplest approach (least work to implement).


![Editable cell mouse navigation](./spec-images/editable-cell-mouse-navigation.png)

- Editable table cells show the same row hover state as non-editable cells on mouse hover.
- I.e. When hovering over a row, the action menu button appears. Depending on the table's selection mode, the row may be highlighted.
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- Single clicking editable cell shows the cell focus state.
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Should this be the case for all tables and cells, or just editable ones? It differs from the current behavior for non-editable tables.

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This should be the case for all tables and cells… Please let me know what is inconsistent with the current behavior for non-editable tables.

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- Double clicking the editable cell transforms the cell into an input control in the focus state.
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In Meyer's prototype, once a cell has been clicked once (and focused), a 2nd single-click enters edit mode at that point. We should decide if we like that behavior, or if it should still take a double-click when a cell is focused. (Assuming we keep the cell focus state for mouse-clicked cells)

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Current proposal is to immediately enter edit focus on single-click of an editable cell.

This resolves some issues with nested focus states (action menu within a focused cell), and reduces the clicks required to edit the table, but we should discuss any other drawbacks.

- Clicking away from a focused editable cell sets the value and transforms it into the Cell focus state.
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### Non-Mouse Interactions

![Editable cell key navigation](./spec-images/editable-cell-key-navigation.png)

- When a cell has keyboard focus (Cell focus state), pressing `TAB` or `ENTER` transforms the cell into an input control in the focus state (Edit focus state).
- When a cell has Edit focus, pressing `TAB` moves the focus to the action button, or to the next available focus target.

![Editable cell enter key](./spec-images/editable-cell-enter-key.png)

- When a cell has Edit focus, pressing `ENTER` sets the value and transforms it into the Cell focus state.

![Editable cell escape key](./spec-images/editable-cell-escape-key.png)

- When a cell has Edit focus, pressing `ESCAPE` reverts any value change and transforms it into the Cell focus state.

![Editable cell data error](./spec-images/editable-cell-error-data.png)

- When a cell has Edit focus, pressing `ENTER` validates the value, and if invalid, transforms the cell into the Cell error state.

### Out of scope

The client application is responsible for defining and implementing workflows for adding, deleting, and moving rows, as well as saving data.
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We probably need to think through situations like if editing a value causes its sort order or grouping to change. Do we have a recommended experience? Are we ok with the value you just edited disappearing off screen? Should we scroll to it? Wait to apply changes until they finish a batch of edits?

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Yeah, it would be nice to know what our UX options are here, and some reasoning behind our preferred choice. For instance, here are two different approaches that the Radzen DataGrid provides:

What isn't made clear in these examples is how changes made in the table component make their way to the "bound" data (if they do at all). One thing you can see, however, is that changes made to the cells have no affect on their current sort position. This would be a pretty tricky proposition for us to "guarantee" if we liked that behavior.

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The least disruptive option is keep the new edited value in the same relative location after completing the edit, even if the column sort would move the row.

If that's not possible, and the row needs to immediately sort to the correct position, some affordance to indicate that the row is moving would be helpful. E.g., an animation of the row moving to it's new location. We shouldn't scroll to the new position.


Example row editing UX:

![Table row editing](./spec-images/table-row-editing.png)

Example save workflow:

![Table save workflow](./spec-images/table-save-workflow.png)

#### Touch-Screen Devices

- The edit workflow should support touch screen devices.

## Open Issues

See content marked "**QUESTION**" or "**NOTE**".

## References

- [AG Grid](https://www.ag-grid.com/example/)
- [Patternfly](https://www.patternfly.org/components/table/react-deprecated/#editable-rows)
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