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fix(viewer): simplify the Save-as-template UI (drop the AI-jargon scaffold)#182

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ivanmkc merged 1 commit into
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fix/templates-ui-simpler
Jun 11, 2026
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fix(viewer): simplify the Save-as-template UI (drop the AI-jargon scaffold)#182
ivanmkc merged 1 commit into
masterfrom
fix/templates-ui-simpler

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@ivanmkc

@ivanmkc ivanmkc commented Jun 11, 2026

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Problem (user feedback)

The Templates popover was confusing — it pre-filled the hints box with a WHAT: / DATA SLOTS: / ADAPT: / KEEP: scaffold (AI-facing jargon dumped on a human) and never explained what a template is or what to do after saving. "not sure how to use this. make it simpler."

Simpler now

  • Explainer up top: "Save this board's design — its layout and styling, not the data — so you or an agent can rebuild it later with new data."
  • The note is plain + optional: "Note for your agent — optional" with a natural-language placeholder ("Monthly revenue table — replace the rows each month, keep the columns."). No prefilled jargon; saving with an empty note works.
  • Tells you what to do after saving: "✓ Saved. To reuse it, give your agent this id:" + the copyable id (auto-copied) — instead of a terse Saved tpl_….
  • Row actions: Hints → Note, Copy ID → Copy id.
before after
WHAT:/DATA SLOTS:/ADAPT:/KEEP: dumped in the box, no guidance one-line explainer + optional plain note + "give your agent this id"

The agent-facing contract is unchanged — the hints field still carries the note, and the CLI/docs still recommend the structured WHAT/DATA-SLOTS form for agents that want it. Client-only; server/CLI untouched.

Verification

  • e2e (template.e2e) updated + passing 15/15: note defaults empty, save surfaces the id + reuse instruction, note expands inline. rich 62, board-sort 12. Build exit 0; NUL-byte check clean. Screenshotted the new form + saved state.

…ffold)

User feedback: the templates popover was confusing — it dumped a
`WHAT:/DATA SLOTS:/ADAPT:/KEEP:` scaffold into the hints box and never explained
what a template is or what to do after saving ("not sure how to use this").

Simplified the save flow:
- A one-line explainer at the top: "Save this board's design — its layout and
  styling, not the data — so you or an agent can rebuild it later with new data."
- The hints field is now a plain, OPTIONAL "Note for your agent" with a
  natural-language placeholder example (no prefilled jargon scaffold). Saving
  with an empty note works.
- After saving, show what to DO with it: "✓ Saved. To reuse it, give your agent
  this id:" + the copyable id (auto-copied) — instead of a terse "Saved tpl_…".
- Row action "Hints" → "Note"; "Copy ID" → "Copy id".

The agent-facing contract is unchanged (the `hints` field still carries the
note; the CLI/docs still recommend the WHAT/DATA-SLOTS structure for agents that
want it). Client-only; server/CLI untouched.

e2e updated: asserts the note defaults empty, save surfaces the id + reuse
instruction, and the note expands inline. Full chain: rich 62, board-sort 12,
template 15.
@ivanmkc ivanmkc merged commit 5dfff02 into master Jun 11, 2026
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@ivanmkc ivanmkc deleted the fix/templates-ui-simpler branch June 11, 2026 19:39
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2 participants