feat: keep five editable starter templates

apps/api/src/template-seed-migration.test.mjs

@@ -22,13 +22,36 @@ describe("editable template migration", () => {
     `).run();
 
     sqlite.exec(migration("0030_unify_editable_note_templates.sql"));
+    sqlite.exec(migration("0031_limit_default_memo_templates.sql"));
 
     const clean = sqlite.query(`SELECT id, name FROM memo_templates WHERE workspace_id = ? ORDER BY id`).all("ws_clean");
     const edited = sqlite.query(`SELECT id, name FROM memo_templates WHERE workspace_id = ? ORDER BY id`).all("ws_edited");
-    expect(clean).toHaveLength(6);
+    expect(clean).toHaveLength(5);
     expect(clean.some((row) => row.id === "ws_clean_template_project_weekly")).toBe(false);
-    expect(edited).toHaveLength(7);
+    expect(edited).toHaveLength(6);
     expect(edited.some((row) => row.name === "我的项目周报")).toBe(true);
     expect(clean.every((row) => !row.name.includes("内置"))).toBe(true);
   });
+
+  test("preserves a user-edited post-mortem template", () => {
+    const sqlite = new Database(":memory:");
+    sqlite.exec(`
+      PRAGMA foreign_keys = ON;
+      CREATE TABLE workspaces (id TEXT PRIMARY KEY);
+      INSERT INTO workspaces (id) VALUES ('ws_edited');
+    `);
+    sqlite.exec(migration("0016_templates.sql"));
+    sqlite.exec(migration("0030_unify_editable_note_templates.sql"));
+    sqlite.query(`
+      UPDATE memo_templates
+      SET name = '我的事故复盘', updated_at = '2099-01-01T00:00:00.000Z'
+      WHERE id = 'ws_edited_template_post-mortem'
+    `).run();
+
+    sqlite.exec(migration("0031_limit_default_memo_templates.sql"));
+
+    const templates = sqlite.query(`SELECT id, name FROM memo_templates WHERE workspace_id = ? ORDER BY id`).all("ws_edited");
+    expect(templates).toHaveLength(6);
+    expect(templates.some((row) => row.name === "我的事故复盘")).toBe(true);
+  });
 });

apps/api/src/workspace-provisioning.test.mjs

@@ -57,7 +57,7 @@ describe("workspace provisioning", () => {
     expect(calls[0].sql).toContain("INSERT OR IGNORE INTO memo_templates");
     expect(calls[0].values).toContain("ws_new_template_quick-note");
     expect(calls[0].values).toContain("Quick Spark");
-    expect(calls.filter((call) => call.sql.includes("INSERT OR IGNORE INTO memo_templates"))).toHaveLength(6);
+    expect(calls.filter((call) => call.sql.includes("INSERT OR IGNORE INTO memo_templates"))).toHaveLength(5);
     expect(calls.some((call) => call.sql.includes("INSERT OR IGNORE INTO ai_prompt_templates"))).toBe(true);
   });
 });

apps/web/src/lib/repository.test.mjs

@@ -35,6 +35,56 @@ afterEach(async () => {
 });
 
 describe("web repository offline boundaries", () => {
+  test("reconciles stale template cache entries while preserving queued local edits", async () => {
+    const previousOnline = globalThis.navigator?.onLine;
+    if (globalThis.navigator) Object.defineProperty(globalThis.navigator, "onLine", { configurable: true, value: true });
+    const restoreWindow = installTestWindow();
+    const scope = "https://demo.edgeever.org|user-1";
+    const template = (id, name, updatedAt) => ({
+      id,
+      name,
+      description: null,
+      title: name,
+      contentJson: { type: "doc", content: [] },
+      contentMarkdown: "",
+      tags: [],
+      createdAt: updatedAt,
+      updatedAt,
+    });
+    const stale = template("template-stale", "Stale", "2026-01-01T00:00:00.000Z");
+    const edited = template("template-edited", "Local edit", "2026-01-03T00:00:00.000Z");
+    const remoteEdited = template("template-edited", "Remote old", "2026-01-02T00:00:00.000Z");
+    const remote = template("template-remote", "Remote", "2026-01-04T00:00:00.000Z");
+    await localDb.templates.bulkPut([{ ...stale, scope }, { ...edited, scope }]);
+    await localDb.syncQueue.put({
+      id: `action:${scope}:template.update:${edited.id}`,
+      kind: "template.update",
+      scope,
+      memoId: edited.id,
+      status: "pending",
+      payload: { templateId: edited.id, name: edited.name },
+      attemptCount: 0,
+      lastError: null,
+      nextAttemptAt: null,
+      claimId: null,
+      createdAt: edited.updatedAt,
+      updatedAt: edited.updatedAt,
+    });
+    const originalListTemplates = api.listTemplates;
+    api.listTemplates = async () => ({ templates: [remote, remoteEdited] });
+
+    try {
+      const result = await createWebRepository(scope).listTemplates();
+      expect(result.templates.map((item) => item.id)).toEqual([remote.id, edited.id]);
+      expect(result.templates.find((item) => item.id === edited.id)?.name).toBe("Local edit");
+      expect(await localDb.templates.get([scope, stale.id])).toBeUndefined();
+    } finally {
+      api.listTemplates = originalListTemplates;
+      restoreWindow();
+      if (globalThis.navigator) Object.defineProperty(globalThis.navigator, "onLine", { configurable: true, value: previousOnline });
+    }
+  });
+
   test("saves memo edits locally while deferring remote synchronization", async () => {
     const restoreWindow = installTestWindow();
     let immediateEvents = 0;

apps/web/src/lib/repository.ts

@@ -106,6 +106,44 @@ const hasActiveLocalMemoUpdate = async (memoId: string) => {
   return isActiveLocalMemoUpdateStatus(item?.status);
 };
 
+const reconcileLocalTemplates = async (
+  scope: string,
+  remoteTemplates: MemoTemplate[],
+): Promise<MemoTemplate[]> => {
+  const [local, queuedItems] = await Promise.all([
+    listLocalTemplates(scope),
+    localDb.syncQueue.filter((item) => item.scope === scope && item.kind.startsWith("template.")).toArray(),
+  ]);
+  const localById = new Map(local.templates.map((template) => [template.id, template]));
+  const pendingUpsertIds = new Set(
+    queuedItems
+      .filter((item) => item.kind === "template.create" || item.kind === "template.update")
+      .map((item) => item.memoId),
+  );
+  const pendingDeleteIds = new Set(
+    queuedItems.filter((item) => item.kind === "template.delete").map((item) => item.memoId),
+  );
+  const reconciled = new Map<string, MemoTemplate>();
+
+  for (const remote of remoteTemplates) {
+    if (pendingDeleteIds.has(remote.id)) continue;
+    reconciled.set(remote.id, pendingUpsertIds.has(remote.id) ? localById.get(remote.id) ?? remote : remote);
+  }
+  for (const templateId of pendingUpsertIds) {
+    const localTemplate = localById.get(templateId);
+    if (localTemplate) reconciled.set(templateId, localTemplate);
+  }
+
+  const templates = [...reconciled.values()].sort((left, right) => right.updatedAt.localeCompare(left.updatedAt));
+  await localDb.transaction("rw", localDb.templates, async () => {
+    await localDb.templates.where("scope").equals(scope).delete();
+    if (templates.length > 0) {
+      await localDb.templates.bulkPut(templates.map((template) => ({ ...template, scope })));
+    }
+  });
+  return templates;
+};
+
 /**
  * Persist and surface a remote detail only when it is strictly fresher than the
  * local mirror (and no memo.update is still waiting to push). Returns whether
@@ -187,13 +225,13 @@ export const createWebRepository = (scope: string): EdgeEverRepository => {
 
   async listTemplates() {
     const local = await listLocalTemplates(scope);
-    if (local.templates.length > 0 || isOffline()) {
-      if (!isOffline()) void api.listTemplates().then((remote) => Promise.all(remote.templates.map((template) => putLocalTemplate(scope, template)))).catch(() => {});
+    if (isOffline()) return local;
+    try {
+      const remote = await api.listTemplates();
+      return { templates: await reconcileLocalTemplates(scope, remote.templates) };
+    } catch {
       return local;
     }
-    const remote = await api.listTemplates();
-    await Promise.all(remote.templates.map((template) => putLocalTemplate(scope, template)));
-    return remote;
   },
   createTemplate: async (input) => {
     const template = await createLocalTemplate(scope, input);

migrations/0031_limit_default_memo_templates.sql

@@ -0,0 +1,10 @@
+PRAGMA foreign_keys = ON;
+
+-- Five starter templates cover the most common workflows. Remove only the
+-- untouched post-mortem preset; edited copies remain ordinary user templates.
+DELETE FROM memo_templates
+WHERE id = workspace_id || '_template_post-mortem'
+  AND name = '问题排查与复盘'
+  AND description = '记录故障现象、根因分析 (5 Whys) 与防范机制。'
+  AND title = '问题排查与复盘'
+  AND updated_at = created_at;

packages/shared/src/memo-template-seeds.test.mjs

@@ -6,9 +6,9 @@ import {
 } from "./memo-template-seeds.ts";
 
 describe("memo template seeds", () => {
-  test("provides six unique editable starter templates in both supported languages", () => {
-    expect(DEFAULT_MEMO_TEMPLATE_SEEDS).toHaveLength(6);
-    expect(new Set(DEFAULT_MEMO_TEMPLATE_SEEDS.map((seed) => seed.key)).size).toBe(6);
+  test("provides five unique editable starter templates in both supported languages", () => {
+    expect(DEFAULT_MEMO_TEMPLATE_SEEDS).toHaveLength(5);
+    expect(new Set(DEFAULT_MEMO_TEMPLATE_SEEDS.map((seed) => seed.key)).size).toBe(5);
     expect(localizeMemoTemplateSeed(DEFAULT_MEMO_TEMPLATE_SEEDS[0], "zh-CN").title).toBe("灵感速记");
     expect(localizeMemoTemplateSeed(DEFAULT_MEMO_TEMPLATE_SEEDS[0], "en-GB").title).toBe("Quick Spark");
   });

packages/shared/src/memo-template-seeds.ts

@@ -7,8 +7,8 @@ export type MemoTemplateSeedTranslation = {
 };
 
 export type MemoTemplateSeed = {
-  key: "quick-note" | "meeting" | "weekly-review" | "reading" | "okr" | "post-mortem";
-  translationKey: "quickNote" | "meeting" | "weeklyReview" | "reading" | "okr" | "postMortem";
+  key: "quick-note" | "meeting" | "weekly-review" | "reading" | "okr";
+  translationKey: "quickNote" | "meeting" | "weeklyReview" | "reading" | "okr";
   tag: string;
   translations: Record<MemoTemplateSeedLocale, MemoTemplateSeedTranslation>;
 };
@@ -88,19 +88,6 @@ export const DEFAULT_MEMO_TEMPLATE_SEEDS: readonly MemoTemplateSeed[] = [
       contentMarkdown: "# 🎯 Goal Breakdown\n\n- **Period**:\n- **Owner**:\n\n---\n\n## 📌 Objective\n\n> \n\n## 📈 Key Results\n\n- **KR 1**: Target metric -> Current progress\n- **KR 2**: Target metric -> Current progress\n\n## 🗓️ Milestones\n\n- [ ] **Phase 1 (Date)**: Target\n- [ ] **Phase 2 (Date)**: Target\n\n## 📋 Execution Checklist\n\n- [ ] \n- [ ] \n",
     },
   ),
-  seed(
-    { key: "post-mortem", translationKey: "postMortem", tag: "post-mortem" },
-    {
-      title: "问题排查与复盘",
-      description: "记录故障现象、根因分析 (5 Whys) 与防范机制。",
-      contentMarkdown: "# 🔍 问题排查与复盘 (Post-mortem)\n\n- **发生时间**：\n- **影响范围**：\n- **处理状态**：已解决 / 处理中\n\n---\n\n## 🚨 故障现象与影响\n\n\n\n## 🛠️ 排查过程与解决方案\n\n1. \n2. \n\n## 🔬 根因分析 (Root Cause / 5 Whys)\n\n- **根本原因**：\n\n## 🛡️ 预防措施 (Action Items)\n\n- [ ] **[短期规避]** \n- [ ] **[长期优化]** \n",
-    },
-    {
-      title: "Problem & Post-mortem",
-      description: "Document incident symptoms, 5-Whys root cause, and preventive measures.",
-      contentMarkdown: "# 🔍 Post-mortem & Problem Investigation\n\n- **Occurred At**:\n- **Impact Scope**:\n- **Status**: Resolved / In-Progress\n\n---\n\n## 🚨 Symptoms & Impact\n\n\n\n## 🛠️ Investigation & Fix Steps\n\n1. \n2. \n\n## 🔬 Root Cause Analysis (5 Whys)\n\n- **Root Cause**:\n\n## 🛡️ Action Items & Prevention\n\n- [ ] **[Short-term]** \n- [ ] **[Long-term]** \n",
-    },
-  ),
 ];
 
 export const normalizeMemoTemplateSeedLocale = (