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Custom document outline

Use this guide to wire a table-of-contents sidebar that follows the document structure and supports click-to-jump.

When to derive the outline

Context Argument
Web component editor.document (ProseMirror) or editor-change payload (detail.doc)
Core Editor instance editor.getDoc()

Use the JSON snapshot from editor-change to derive heading data. For click-to-jump behavior, pair the heading positions with the stable position helpers exposed on the web component (editor.positions) or core editor APIs.

Rendering your own panel

Do not hand-roll the traversal. @sciflow/editor-start exports the same collector <sciflow-outline> uses, so your own panel gets identical text and positions:

import { collectDocumentOutline } from '@sciflow/editor-start';

function renderOutline(docJson, container) {
  // Pass the live ProseMirror document as the second argument whenever you have one:
  // it is the only path that yields real `position` / `end` offsets. With the JSON
  // snapshot alone both are `null` and click-to-jump is not possible.
  const outline = collectDocumentOutline(docJson, editor.document);

  container.innerHTML = '';
  outline.headings.forEach((heading) => {
    const item = document.createElement('li');
    item.textContent = heading.text || 'Untitled section';
    item.dataset.level = String(heading.level ?? 1);
    if (heading.position != null) {
      item.addEventListener('click', () => jumpTo(heading.position));
    }
    container.appendChild(item);
  });
}
editor.addEventListener('editor-change', (event) => {
  renderOutline(event.detail.doc, outlineContainer);
});

collectDocumentOutline(doc, pmDoc?) returns { headings, citations, figures }. Each heading is { text, level, id, position, end }. It walks the whole document, so headings nested inside part containers are included, and it concatenates every child of a heading rather than only the first one.

Headings containing math

Headings admit math children. The collector reduces each one with texToHeadingText so a heading never renders empty or truncated in a plain-text panel:

{
  "type": "heading",
  "attrs": { "id": "h-2", "level": 2 },
  "content": [
    { "type": "text", "text": "Convergence of " },
    { "type": "math", "attrs": { "tex": "\\mathbf{V}_{\\mathbf{set}}", "style": "inline" } },
    { "type": "text", "text": " under load" }
  ]
}

produces text: "Convergence of V_set under load". Commands the reduction cannot safely approximate are left verbatim (\alpha stays \alpha), and for some inputs the reduction is empty — the heading.text || 'Untitled section' fallback above is what handles that case.

A footnote child contributes nothing to text, deliberately: a footnote is content about the heading, not part of its title. Any other non-text child (a bookmark, for instance) also contributes nothing.

Scrolling into view

The outline handler can call commands.setSelection(position, { scroll: false }) followed by commands.scrollIntoView() and commands.focus() to keep behavior consistent with the editor’s native navigation.

function jumpTo(position) {
  const runner = editor.commands;
  if (runner?.commands?.setSelection) {
    const didSet = runner.commands.setSelection(position, { scroll: false });
    if (didSet && runner.commands.scrollIntoView) {
      runner.commands.scrollIntoView();
    }
    runner.commands.focus?.();
  }
}

Re-render triggers

  • editor-change – update the outline whenever the document structure changes.
  • Feature toggles – if you enable/disable heading support on the fly, re-run renderOutline after calling editor.configureFeatures(...).

Position helpers

Use the positions API to map document offsets to screen coordinates (coordsAtPos) and to resolve positional context (resolve). See Web Components Basics for the full position API surface.


Using the sciflow-outline web component

<sciflow-outline> is a ready-made outline panel shipped by @sciflow/editor-start. It handles document syncing, heading/figure display, click-to-jump navigation, drag-and-drop cross references, and Insert ref buttons automatically.

<sciflow-outline for="my-editor"></sciflow-outline>
<sciflow-editor id="my-editor"></sciflow-editor>

Or pass the editor reference directly:

const outline = document.querySelector('sciflow-outline');
outline.editor = document.querySelector('sciflow-editor');

Insert ref button

Each heading and figure row with an id attribute shows an Insert ref button. It is enabled only when the editor has an active cursor (the component tracks this internally via editor-selection-change).

Clicking the button fires a sciflow-insert-cross-reference event (bubbles, composed). Wire it to the insertCrossReference command:

outline.addEventListener('sciflow-insert-cross-reference', (event) => {
  const { id, href, text, refType } = event.detail;
  editor.commands?.commands?.insertCrossReference?.({ id, href, text, refType });
  editor.commands?.commands?.focus?.();
});

insertCrossReference is provided by crossReferenceFeature from @sciflow/editor-core. Make sure it is included in your feature list.

Ghost cursor

The Insert ref button calls event.preventDefault() on mousedown to keep the editor cursor alive while the user interacts with the sidebar. Enable ghostCursorFeature so the user can see the insertion point. See Reference Integration for setup details.

Events

Event When fired detail
sciflow-insert-cross-reference User clicks Insert ref on a heading or figure row { type, refType, id, href, text }
sciflow-outline-navigate User activates a heading or a figure to jump to it (click, or Enter/Space) { heading, kind, figure?, behavior, selectionPosition }

kind is 'heading' or 'figure', and figure is present only for the latter. heading is on every event whatever the kind — for a figure it carries that figure's text, id and position — so a listener written before figures were navigable keeps working unchanged.

Navigation needs the live ProseMirror document. collectDocumentOutline records positions only when it is given one; called with plain document JSON it returns position: null for headings and figures alike, and rows with no position are rendered as plain list items rather than as buttons.

Styling sciflow-outline typography

<sciflow-outline> renders in shadow DOM, so ordinary page CSS can't reach its internals, and its default type sizes are set in rem — root-relative, so setting font-size on the host element has no effect (rem always resolves against the document root, not the host's inherited value). To retheme its text sizes, set CSS custom properties on the host, the same way you'd override --sciflow-editor-* chrome vars (see Web Component API):

const outline = document.querySelector('sciflow-outline');
outline.setAttribute('style', `
  --sciflow-outline-item-size: 0.875rem;
  --sciflow-outline-meta-size: 0.75rem;
  --sciflow-outline-badge-size: 0.7rem;
`);

Or inject them into the shadow root directly — a plain inline style attribute or a global stylesheet rule targeting the element both work, since custom properties inherit through the shadow boundary from the host.

Property Applies to Default (unset)
--sciflow-outline-item-size Outline heading text (all levels) and the empty-state placeholder 0.875rem (H1/placeholder) · 0.845rem (H2) · 0.82rem (H3)
--sciflow-outline-meta-size Outline row metadata — the ID chip, Insert ref button, and drag handle 0.68rem / 0.65rem / 0.62rem respectively
--sciflow-outline-badge-size The level badge (H1/H2/H3/figure) 0.62rem

Why one property covers multiple font sizes

Each heading level (H1/H2/H3) previously had its own hand-tuned literal. Setting --sciflow-outline-item-size overrides all of the text rules that reference it — H1/H2/H3 outline text becomes the same size (heading level is still visible via indentation and badge color). If you need the original stepped-size defaults back, don't set the property.

For the equivalent properties on <sciflow-reference-list>, see its Styling section.