feat(templates): guidance callouts on the DB templates + resolve cross-DB rollups everywhere (TPL-9, TPL-11)#132
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Templates without strong in-doc guidance — the five database fixtures (task-board, reading-list, roadmap, field-map, product-hq) and the compound-growth sample copy — now open with one consistent leading info callout: what the template demonstrates, then how to try it. Database templates carry it on the hosting page's block-doc, above the view; product-hq guides the Initiatives page only. The gallery passes the user's locale text (new templates.<id>.guidance keys ×4 locales) through instantiateTemplate; the SDK bakes canonical English defaults. The seeded sample document (seed CLI / Insert sample document) is untouched. Decks and strong-callout templates unchanged. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01KFk2T9k3p7ghCjdzMfkA5w
…oes (TPL-11) The rollupRows/rollupProperties display fix left several paths resolving cross-database rollups against the own schema/rows (exporting '—', or flashing 0). Now: - CSV export (rowsToCsv + the context-menu action) resolves rollups and dependency names via an optional resolveRows param fed with the same rollup rows/properties the cells display. - count-flash: useDatabase tracks which foreign databases have delivered rows and exposes pendingRollups; the table cell, row-properties panel and RowChips render the empty placeholder instead of a wrong 0 until the referenced database loads. RowChips also gained resolveProperties so card/timeline/map rollup chips resolve even when the relation column isn't displayed. - filters/sorts (applyView), quick-search, footer/group summaries, board footers, metric cards and colour rules (rowColor) all take the same resolution set via new optional trailing params on applyView and summarizeColumn — same-database behaviour is unchanged (params default to the row set). Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01KFk2T9k3p7ghCjdzMfkA5w
…/reading-list copy Devon (design) review fixes on the TPL-9 guidance callouts: - Drop compound-growth from the guided set. The sample doc it copies already opens with its own intro paragraph (sample-intro), so prepending a standardized guidance callout double-guided — two near-duplicate leads stacked. The guided set is now the 5 database fixtures (task-board, reading-list, roadmap, field-map, product-hq); compound-growth joins the self-guiding bucket (grocery/pitch-deck/team-status) and copies the sample verbatim. - field-map EN guidance: replace the jargon "unplaced affordance" with the on-screen label "Unplaced" (de/ja/zh already avoided it). - reading-list EN guidance: lead on the non-obvious (each shelf is a gallery group; same books also list in a Table view) instead of restating the gallery card; de/ja/zh adjusted to match. Updates the coupled unit tests (guided-set equality 6->5; compound-growth copies the sample with no callout; shape assertion no longer pins a fixed "This template shows" opener). pnpm verify green; templates e2e (11/11) green. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01KFk2T9k3p7ghCjdzMfkA5w
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Problem
Two gaps this branch closes, both on the database surfaces:
(a) No consistent "what does this show / what do I try" cue. Instantiating a
template dropped the user straight into the database view (board, timeline, gallery,
map, linked DBs) with no orientation — nothing said what the template demonstrates
or what to poke at first.
(b) Cross-DB rollups resolved for display only. A rollup that folds a linked
database's values rendered correctly in the grid, but still showed
—(or wasunwired entirely) in CSV export, sorts, filters, search, summaries, metric cards,
and colour rules — every non-display surface fell back to the unresolved value.
Epic: Templates that showcase OpenBook — interactive + slides (IA 2026-07).
Closes TPL-9, TPL-11.
Solution
TPL-9 — a standardized
PageTemplate.guidancecallout on the 5 databasetemplates that lacked in-doc guidance (task-board, reading-list, roadmap,
field-map, product-hq). It renders as one consistent
infocallout above thedatabase view: what the template shows, then how to try it. The gallery swaps
in the user's locale via the same field (en/de/ja/zh). The self-guiding templates
(the decks, grocery, team-status, and the compound-growth sample copy — which opens
with its own intro paragraph) are left as-is.
TPL-11 — thread the already-fetched
rollupRows/rollupPropertiesthroughevery remaining database surface via one optional-param pattern, so cross-DB rollups
resolve everywhere the display path already does. Same-DB behaviour is byte-identical
(Quinn-verified); no new fetch or subscription. No new deps.
Before / After
board opens cold — no orientation
info callout: "This template shows a task database… Try it:"
timeline opens cold
info callout above the Gantt bands
—(unresolved)Test procedure
pnpm verifygreen — sdk 171, ui 977, server 645 unit tests; e2e 251 data-server checks + 40 MCP checks. Exit 0.databaseFormula.test.ts.Operational notes
sample-intro; field-map "Unplaced" copy and reading-list lead also sharpened per review).pnpm verifygreen (sdk 171 · ui 977 · server 645 · e2e 251 + 40 MCP). Gates: code ✅ Quinn · design ✅ Devon.🤖 Generated with Claude Code
https://claude.ai/code/session_01KFk2T9k3p7ghCjdzMfkA5w