@ai-matrx/records-ui 0.96.0 → 0.100.1

package/CHANGELOG.md

@@ -1,5 +1,101 @@
 # Changelog — @ai-matrx/records-ui
 
+## 0.100.1
+### (ROW-TEMPLATES, 2026-10-04)
+
+"From template" now reads the Table's templates when its menu opens (Notion's "New ▾"), so a
+table's open asks the store nothing new — the load budget holds. With none it says how to make one.
+0.100.0 never published (its table open made a twelfth store call).
+
+## 0.100.0
+### (ROW-TEMPLATES, 2026-10-04)
+
+**New from template.** The grid's toolbar shows "From template" beside "New record" when the Table
+has row templates; picking one writes a row that starts with the template's values. A row's menu
+offers "Save as template" (editor on the Table): it keeps the row's values minus its name and
+worked-out columns. Needs `@ai-matrx/records` 0.69.0.
+
+## 0.99.0
+### (FINISH-THE-SWITCH FTS-2b, wave 6)
+
+**RecordForm opens a standard row.** `<RecordForm token="entity:party" recordId columns={[...]} />` (or the bare token) reads the row through `custom.entity_record_read` and shows the host-named real columns, then the organization's custom fields (`CustomFieldsSection`, props via `custom`), in one form. Click a value to edit; Enter or blur saves that one column through `custom.entity_row_write` as the person (with the row's `version` as `expected_version`); Escape puts it back; empty reads "—"; a `required` column emptied is put back with a sentence. `tableId` is optional now (custom-table mode unchanged). New exports: `StandardRecordForm`, `standardTokenOf`, `StandardColumn`, `StandardRecordFormProps`.
+
+## 0.98.3
+
+Automatic changed-only republish (docs/metadata drift since the last tag — see
+`git diff npm/records-ui/v0.96.0..npm/records-ui/v0.98.3 -- apps/shared/records-ui`).
+No source changes intended and no consumer action required.
+
+## 0.98.2
+### (TABLE-EXPERIENCE item 4)
+
+**Break down** (BREAK-DOWN): a "Break down…" entry in the table's one action list (group built-on) asks the store's own drill definition for the columns, lets the person pick one with the design-system Select, and keeps the view grouped by it through `groupingFromQuestion`; disabled with "No saved view yet" or "No column to break down by". `breakDown.tsx`.
+
+**Saved views, shareable and exportable** (VIEWS-B):
+- **Copy link to view** in the table's ⋯ menu (Share group): copies `<table link>?view=<saved view id>`, which the page already opens on. Disabled with "No saved view yet" when none is active. `viewShare.ts`.
+- **Download CSV** in the same group: one press, no rail — the rows the current view shows (its filter and sort, read through the store's page door, every page to 5,000 rows; "First N rows only" when cut), its visible columns in its order.
+- The **Export rail** now writes the same view's rows and columns (`ExportMenu` prop `view`, `ViewReading`); `rowsForFile` and `download` are exported from `ExportMenu`. `viewExport.ts`.
+
+**List layout, quick add in place, card fields** (VIEWS-A, champion Notion/Airtable):
+- **List** is a sixth layout (`VIEW_LAYOUTS`, kept by the store: `STORE_KEPT_LAYOUTS`; `?view=list` now opens it). `ListView`: one compact row per record (title, then the shown fields inline via `RecordValue`), grouped by the grid's own `presentation.grouping.field`, "+ New" at the end of each group pre-filled with that group's value, a "Fields shown" picker writing `presentation.hiddenFields`.
+- **+ New in place** at the foot of every board column (the value a drop there writes) and as the gallery's last card; both open the new record. Offered only when the host lets the person add records and they may write the table; never on a computed group column.
+- **Card fields** on the board: a "Card fields" picker (the gallery's control, now `CardFieldsPicker` in `cardFields.tsx`) saves `presentation.hiddenFields`, and cards draw the shown fields under the title. `VIEW_KEYS` mirrors the store: `hiddenFields` for kanban/calendar/timeline/list, `grouping` for list.
+
+## 0.98.0
+
+**Sheet adoption** (v7 lane FINISH-THE-SWITCH, FTS-5 — what the older Sheet did better, now in the store grid):
+- **Cut in the right-click menu** — "Cut cell" / "Cut n cells" beside Copy, Paste, Clear; same as Ctrl-X.
+- **The view in the address bar** — `TablePage` props `viewAddress` (read once on arrival) and
+  `onViewAddressChange` (the look as it differs from the saved view: sort, column filters, search, hidden
+  columns, page). The package never touches a URL; `viewAddressFromParams` / `viewAddressToParams` /
+  `VIEW_ADDRESS_KEYS` are the words (`sort`, `cf`, `q`, `hide`, `page`). "Reset view" in "Your look" now
+  also returns the grid's sort, filters, search and page.
+- **Get reference…** in the table's ⋯ menu (whole table, columns only) through the host's content-transfer
+  `reference` port; absent without one. `TableReferenceDialog`.
+- **Clean column…** in the column header menu: tidy a text column across EVERY row (hidden characters, odd
+  spaces, trim, curly quotes, wrapping markup, HTML entities), review, one bulk write, one Undo step.
+  `columnCleanup.ts`, `ColumnCleanDialog`.
+- **Table settings** hold the description (`metadata.description`) and the row label. `TableDetails`.
+
+**Consumer action:** pass `viewAddress` / `onViewAddressChange` on the table page route (matrx-frontend does).
+
+**Duplicate a table from its menu** (v7 lane TABLE-EXPERIENCE, item 3). `TableDuplicateDialog` — name
+("<name> (copy)"), "Copy its records" (on), the copy's progress pass by pass, what was copied and what a
+copy never carries, then "Open the copy" — over the live `custom.table_duplicate` door. The table page's
+⋯ Duplicate opens it (a host's own `actionHost.duplicate` still wins; `actionHost.onDuplicated` opens the
+copy, else its path is followed). Exports `TableDuplicateDialog`, `copyNameFor`, `duplicateProgressWords`.
+
+**Consumer action:** list menus (Data home rows) bind their `duplicate` handler to open
+`TableDuplicateDialog`.
+
+**A formula over a "source archived" column says so** (item 7): an empty formula cell whose input holds
+the store's source-archived answer draws "Source archived" (archived column on hover), never a blank
+(`formulaSourceArchived`).
+
+**A grid right-click is the record's menu** (item 5, Airtable/Notion): on a cell the record's section comes
+first and is primary — Open record, **Rename** (opens the name cell in place), Duplicate, **Copy link**,
+Copy row · Merge with…, Link a record… · Insert above/below, Row history · **Archive record** (was "Delete
+row…") — then the cell's own verbs, the column and the table. `GridMenuActions.renameRow`/`copyRecordLink`.
+
+**A table an app's code depends on is archived on purpose, in two steps** (item 6): Settings / ⋯ Archive
+table on a `code_depends` table opens `ArchiveDeliberatelyDialog` — what it breaks, then the typed slug and a
+reason — over `custom.table_archive_deliberately` (looped to done). `codeDependsRefusal(error)` reads the
+store's refusal for any host list (Data home).
+
+**The record page's Ask opens on a press** ("Ask about this record"): a conversation is started only when
+somebody asks, never by a visit.
+
+## 0.97.0
+
+**A new table takes all its columns at once** (v7 lane TABLE-EXPERIENCE, item 2). TablesHome's New table
+box gains a Columns box: paste a header row from a sheet, a list (one a line) or a sentence ("clients
+with name, email, phone, start date and status") and each column shows as a chip typed from its name
+(email, phone, link, date, date and time, money, percent, number, yes/no, choice — Status starts with
+Not started / In progress / Done —, several choices, formatted text), changeable before the ONE Create
+press, which declares the table with every column (`declareTable` `fields`). New exports in
+`newTableColumns.ts`: `columnNamesFrom`, `columnFromName`, `columnsFrom`, `fieldsForNewColumns`,
+`NEW_COLUMN_TYPES`. No consumer action.
+
 ## 0.96.0
 
 **A record is a page** (v7 lane TABLE-EXPERIENCE, item 1). `RecordPanel onPage` now draws, under the