feat: add "Import as template" to File Tree context menu

.changeset/import-as-template.md

@@ -0,0 +1,5 @@
+---
+'@inkeep/open-knowledge': patch
+---
+
+Add "Import as template" to the File Tree context menu. Right-click a markdown file to copy it into the folder's `.ok/templates/`, with the option to keep the original or convert it (delete the source). Backed by a new `POST /api/template/import` endpoint that carries over the source frontmatter.

packages/app/src/components/FileTree.tsx

@@ -29,6 +29,7 @@ import {
   Copy,
   CopyPlus,
   EyeOff,
+  FileKey,
   FilePlus,
   FolderOpen,
   FolderPlus,
@@ -195,6 +196,7 @@ import {
   subscribeToFileTreeMenuActionDuplicate,
   subscribeToFileTreeMenuActionRename,
 } from '@/lib/file-tree-menu-action-events';
+import { importTemplate } from '@/lib/folder-config-api';
 import { parseServerResponse, parseSuccessOrWarn } from '@/lib/parse-server-response';
 import { createRefreshScheduler } from '@/lib/refresh-scheduler';
 import { getRelaunchInFlightSnapshot, useRelaunchInFlight } from '@/lib/relaunch-store';
@@ -572,6 +574,7 @@ interface FileTreeMenuProps {
    *  Drives the folder menu's "New from template" hover submenu. */
   onCreateFromTemplate: (parentDir: string, templateName: string) => void;
   onDuplicate: (target: FileTreeTarget) => void;
+  onImportTemplate: (target: FileTreeTarget, deleteSource: boolean) => void;
   onDelete: (targets: FileTreeTarget[]) => void;
   onExpandSubtree: (treePath: string) => void;
   onCollapseSubtree: (treePath: string) => void;
@@ -755,6 +758,7 @@ function FileTreeMenu({
   onStartCreating,
   onCreateFromTemplate,
   onDuplicate,
+  onImportTemplate,
   onDelete,
   onExpandSubtree,
   onCollapseSubtree,
@@ -1134,16 +1138,44 @@ function FileTreeMenu({
               <>
                 <DropdownMenuSeparator />
                 {!isAsset ? (
-                  <DropdownMenuItem
-                    disabled={anyActionBusy}
-                    onSelect={() => {
-                      close();
-                      onDuplicate(target);
-                    }}
-                  >
-                    <CopyPlus aria-hidden="true" />
-                    <Trans>Duplicate</Trans>
-                  </DropdownMenuItem>
+                  <>
+                    <DropdownMenuSub>
+                      <DropdownMenuSubTrigger disabled={anyActionBusy}>
+                        <FileKey aria-hidden="true" />
+                        <Trans>Import as template</Trans>
+                      </DropdownMenuSubTrigger>
+                      <DropdownMenuSubContent>
+                        <DropdownMenuItem
+                          disabled={anyActionBusy}
+                          onSelect={() => {
+                            close();
+                            onImportTemplate(target, false);
+                          }}
+                        >
+                          <Trans>Keep original file</Trans>
+                        </DropdownMenuItem>
+                        <DropdownMenuItem
+                          disabled={anyActionBusy}
+                          onSelect={() => {
+                            close();
+                            onImportTemplate(target, true);
+                          }}
+                        >
+                          <Trans>Convert (delete original)</Trans>
+                        </DropdownMenuItem>
+                      </DropdownMenuSubContent>
+                    </DropdownMenuSub>
+                    <DropdownMenuItem
+                      disabled={anyActionBusy}
+                      onSelect={() => {
+                        close();
+                        onDuplicate(target);
+                      }}
+                    >
+                      <CopyPlus aria-hidden="true" />
+                      <Trans>Duplicate</Trans>
+                    </DropdownMenuItem>
+                  </>
                 ) : null}
                 <DropdownMenuItem
                   disabled={anyActionBusy}
@@ -2152,6 +2184,53 @@ export function FileTree({
     handleDuplicateTargetRef.current = handleDuplicateTarget;
   });
 
+  async function handleImportTemplate(target: FileTreeTarget, deleteSource: boolean) {
+    if (target.kind !== 'file') return;
+    if (busyPathRef.current !== null) return;
+    const clearBusyState = () => {
+      setBusyPath(null);
+      busyPathRef.current = null;
+    };
+    busyPathRef.current = target.path;
+    setBusyPath(target.path);
+    setError(null);
+
+    const appPath = target.path;
+    const slash = appPath.lastIndexOf('/');
+    const targetFolder = slash === -1 ? '' : appPath.slice(0, slash);
+
+    const res = await importTemplate({
+      sourcePath: target.path,
+      targetFolder,
+      deleteSource,
+    });
+
+    if (!res.ok) {
+      toast.error(t`Failed to import template`, { description: res.error });
+      clearBusyState();
+      return;
+    }
+
+    if (deleteSource) {
+      await applyDeleteAftermath([target], [target.path], []);
+      // Optimistically remove from view if deleted, standard watcher sweeps later
+      setDocuments((current) => {
+        const next = current.filter(
+          (entry) => !(isDocumentEntry(entry) && entry.docName === target.path),
+        );
+        resetModelToDocuments(next);
+        markNextDocumentsAsApplied(next);
+        return next;
+      });
+      emitDocumentsChanged(['files', 'backlinks', 'graph']);
+    }
+
+    toast.success(t`Template imported`, {
+      description: res.path,
+    });
+    clearBusyState();
+  }
+
   function recoverMarkdownRenameConflict(message: string): boolean {
     const bareDestinationPath = parseAlreadyExistsRenamePath(message);
     if (!bareDestinationPath || markdownTreeExtension(bareDestinationPath)) return false;
@@ -4446,6 +4525,7 @@ export function FileTree({
                 startCreating('file', parentDir, { template: templateName })
               }
               onDuplicate={handleDuplicateTarget}
+              onImportTemplate={handleImportTemplate}
               onDelete={(targets) => setDeleteRequest({ targets })}
               onExpandSubtree={expandSubtree}
               onCollapseSubtree={collapseSubtree}

packages/app/src/lib/folder-config-api.ts

@@ -164,3 +164,41 @@ export async function moveTemplate(input: {
     return { ok: false, error: err instanceof Error ? err.message : String(err) };
   }
 }
+
+/**
+ * POST `/api/template/import` — import an existing markdown document as a template.
+ */
+export async function importTemplate(input: {
+  sourcePath: string;
+  targetFolder: string;
+  name?: string;
+  title?: string;
+  deleteSource?: boolean;
+}): Promise<
+  { ok: true; path: string; created: boolean; warnings: string[] } | { ok: false; error: string }
+> {
+  try {
+    const res = await fetch('/api/template/import', {
+      method: 'POST',
+      headers: { 'Content-Type': 'application/json' },
+      body: JSON.stringify(input),
+    });
+    if (!res.ok) {
+      return { ok: false, error: await readErrorBody(res) };
+    }
+    const payload = (await res.json().catch(() => null)) as {
+      path?: string;
+      created?: boolean;
+      warnings?: string[];
+    } | null;
+    emitTemplatesChanged();
+    return {
+      ok: true,
+      path: payload?.path ?? '',
+      created: payload?.created ?? false,
+      warnings: payload?.warnings ?? [],
+    };
+  } catch (err) {
+    return { ok: false, error: err instanceof Error ? err.message : String(err) };
+  }
+}

packages/app/src/locales/en/messages.json

@@ -11,6 +11,7 @@
     "-3ois8": ["Hard break"],
     "-5jISU": [["0", "plural", { "one": ["#", " template"], "other": ["#", " templates"] }]],
     "-8PP0T": ["Match case"],
+    "-FeyRg": ["Keep original file"],
     "-K0AvT": ["Disconnect"],
     "-LHLx7": ["edited template"],
     "-QCLWk": ["Templates available"],
@@ -549,6 +550,7 @@
     "BQu9Pg": ["Symlink"],
     "BUyQnq": ["Couldn't restart the server. Try `ok start` in this folder."],
     "BY-g4_": ["Add pattern"],
+    "Ba4D2x": ["Template imported"],
     "Bdha5y": ["Publishing..."],
     "BeWTQy": ["Loading starter packs"],
     "BgV29F": ["Visual editor find input focused"],
@@ -1168,6 +1170,7 @@
     "PR9FSv": ["Move to the next visual-editor find result."],
     "PRnH8G": ["of ", ["0"]],
     "PVUn_c": ["Open folder"],
+    "PYmp-0": ["Import as template"],
     "PZtgO0": ["Opening worktree"],
     "P_bX4O": ["How to set up"],
     "Pck6eI": [
@@ -1783,6 +1786,7 @@
     "dOHMA0": ["Failed to move"],
     "dOxPd4": ["Footnote"],
     "dPOFid": ["Show or hide terminal"],
+    "dQHSCs": ["Convert (delete original)"],
     "dTaauv": ["Reason: ", ["reason"]],
     "dUCQo4": ["Renamed to \"", ["trimmed"], "\""],
     "dUQ7_J": [
@@ -2406,6 +2410,7 @@
     "rD-woT": [
       "Tell us what went wrong and we'll gather the logs. Nothing leaves your Mac until you've reviewed it."
     ],
+    "rDOuNw": ["Failed to import template"],
     "rFmBG3": ["Color theme"],
     "rFw02Q": ["Uploading ", ["keyName"]],
     "rJVoVX": ["Source find results"],

packages/app/src/locales/en/messages.po

@@ -1891,6 +1891,10 @@ msgstr "Content root"
 msgid "Content rules not yet loaded — try again in a moment"
 msgstr "Content rules not yet loaded — try again in a moment"
 
+#: src/components/FileTree.tsx
+msgid "Convert (delete original)"
+msgstr "Convert (delete original)"
+
 #: src/editor/bubble-menu/FootnoteBubbleButton.tsx
 msgid "Convert selection to footnote"
 msgstr "Convert selection to footnote"
@@ -3286,6 +3290,10 @@ msgstr "Failed to enable semantic search — {detail}"
 msgid "Failed to enable sync — {detail}"
 msgstr "Failed to enable sync — {detail}"
 
+#: src/components/FileTree.tsx
+msgid "Failed to import template"
+msgstr "Failed to import template"
+
 #: src/components/ActivityModeContent.tsx
 msgid "Failed to load activity"
 msgstr "Failed to load activity"
@@ -4046,6 +4054,10 @@ msgstr "Ignore patterns (raw text)"
 msgid "Import"
 msgstr "Import"
 
+#: src/components/FileTree.tsx
+msgid "Import as template"
+msgstr "Import as template"
+
 #: src/components/SeedDialog.tsx
 msgid "In a subfolder"
 msgstr "In a subfolder"
@@ -4304,6 +4316,10 @@ msgstr "Keep file deleted"
 msgid "Keep my version"
 msgstr "Keep my version"
 
+#: src/components/FileTree.tsx
+msgid "Keep original file"
+msgstr "Keep original file"
+
 #: src/components/SeedDialog.tsx
 msgid "Keep track of the people and companies you work with and the meetings you have with them. Good for remembering who someone is, how you know them, and what you last talked about."
 msgstr "Keep track of the people and companies you work with and the meetings you have with them. Good for remembering who someone is, how you know them, and what you last talked about."
@@ -7638,6 +7654,10 @@ msgstr "template \"{name}\""
 msgid "Template \"{trimmedTitle}\" created"
 msgstr "Template \"{trimmedTitle}\" created"
 
+#: src/components/FileTree.tsx
+msgid "Template imported"
+msgstr "Template imported"
+
 #: src/components/empty-state/CreateView.tsx
 msgid "Template list"
 msgstr "Template list"

packages/app/src/locales/pseudo/messages.json

@@ -11,6 +11,7 @@
     "-3ois8": ["Ĥàŕď ƀŕēàķ"],
     "-5jISU": [["0", "plural", { "one": ["#", " ţēḿƥĺàţē"], "other": ["#", " ţēḿƥĺàţēś"] }]],
     "-8PP0T": ["Ḿàţćĥ ćàśē"],
+    "-FeyRg": ["Ķēēƥ ōŕĩĝĩńàĺ ƒĩĺē"],
     "-K0AvT": ["Ďĩśćōńńēćţ"],
     "-LHLx7": ["ēďĩţēď ţēḿƥĺàţē"],
     "-QCLWk": ["Ţēḿƥĺàţēś àvàĩĺàƀĺē"],
@@ -549,6 +550,7 @@
     "BQu9Pg": ["Śŷḿĺĩńķ"],
     "BUyQnq": ["Ćōũĺďń'ţ ŕēśţàŕţ ţĥē śēŕvēŕ. Ţŕŷ `ōķ śţàŕţ` ĩń ţĥĩś ƒōĺďēŕ."],
     "BY-g4_": ["Àďď ƥàţţēŕń"],
+    "Ba4D2x": ["Ţēḿƥĺàţē ĩḿƥōŕţēď"],
     "Bdha5y": ["Ƥũƀĺĩśĥĩńĝ..."],
     "BeWTQy": ["Ĺōàďĩńĝ śţàŕţēŕ ƥàćķś"],
     "BgV29F": ["Vĩśũàĺ ēďĩţōŕ ƒĩńď ĩńƥũţ ƒōćũśēď"],
@@ -1168,6 +1170,7 @@
     "PR9FSv": ["Ḿōvē ţō ţĥē ńēxţ vĩśũàĺ-ēďĩţōŕ ƒĩńď ŕēśũĺţ."],
     "PRnH8G": ["ōƒ ", ["0"]],
     "PVUn_c": ["Ōƥēń ƒōĺďēŕ"],
+    "PYmp-0": ["Ĩḿƥōŕţ àś ţēḿƥĺàţē"],
     "PZtgO0": ["Ōƥēńĩńĝ ŵōŕķţŕēē"],
     "P_bX4O": ["Ĥōŵ ţō śēţ ũƥ"],
     "Pck6eI": [
@@ -1783,6 +1786,7 @@
     "dOHMA0": ["Ƒàĩĺēď ţō ḿōvē"],
     "dOxPd4": ["Ƒōōţńōţē"],
     "dPOFid": ["Śĥōŵ ōŕ ĥĩďē ţēŕḿĩńàĺ"],
+    "dQHSCs": ["Ćōńvēŕţ (ďēĺēţē ōŕĩĝĩńàĺ)"],
     "dTaauv": ["Ŕēàśōń: ", ["reason"]],
     "dUCQo4": ["Ŕēńàḿēď ţō \"", ["trimmed"], "\""],
     "dUQ7_J": [
@@ -2406,6 +2410,7 @@
     "rD-woT": [
       "Ţēĺĺ ũś ŵĥàţ ŵēńţ ŵŕōńĝ àńď ŵē'ĺĺ ĝàţĥēŕ ţĥē ĺōĝś. Ńōţĥĩńĝ ĺēàvēś ŷōũŕ Ḿàć ũńţĩĺ ŷōũ'vē ŕēvĩēŵēď ĩţ."
     ],
+    "rDOuNw": ["Ƒàĩĺēď ţō ĩḿƥōŕţ ţēḿƥĺàţē"],
     "rFmBG3": ["Ćōĺōŕ ţĥēḿē"],
     "rFw02Q": ["Ũƥĺōàďĩńĝ ", ["keyName"]],
     "rJVoVX": ["Śōũŕćē ƒĩńď ŕēśũĺţś"],

packages/app/src/locales/pseudo/messages.po

@@ -1887,6 +1887,10 @@ msgstr ""
 msgid "Content rules not yet loaded — try again in a moment"
 msgstr ""
 
+#: src/components/FileTree.tsx
+msgid "Convert (delete original)"
+msgstr ""
+
 #: src/editor/bubble-menu/FootnoteBubbleButton.tsx
 msgid "Convert selection to footnote"
 msgstr ""
@@ -3282,6 +3286,10 @@ msgstr ""
 msgid "Failed to enable sync — {detail}"
 msgstr ""
 
+#: src/components/FileTree.tsx
+msgid "Failed to import template"
+msgstr ""
+
 #: src/components/ActivityModeContent.tsx
 msgid "Failed to load activity"
 msgstr ""
@@ -4042,6 +4050,10 @@ msgstr ""
 msgid "Import"
 msgstr ""
 
+#: src/components/FileTree.tsx
+msgid "Import as template"
+msgstr ""
+
 #: src/components/SeedDialog.tsx
 msgid "In a subfolder"
 msgstr ""
@@ -4300,6 +4312,10 @@ msgstr ""
 msgid "Keep my version"
 msgstr ""
 
+#: src/components/FileTree.tsx
+msgid "Keep original file"
+msgstr ""
+
 #: src/components/SeedDialog.tsx
 msgid "Keep track of the people and companies you work with and the meetings you have with them. Good for remembering who someone is, how you know them, and what you last talked about."
 msgstr ""
@@ -7634,6 +7650,10 @@ msgstr ""
 msgid "Template \"{trimmedTitle}\" created"
 msgstr ""
 
+#: src/components/FileTree.tsx
+msgid "Template imported"
+msgstr ""
+
 #: src/components/empty-state/CreateView.tsx
 msgid "Template list"
 msgstr ""