update templates, schema, and metadata

apps/desktop/src/store/tinybase/schema-external.ts

@@ -79,6 +79,8 @@ export const templateSectionSchema = z.object({
 
 export const templateSchema = baseTemplateSchema.omit({ id: true }).extend({
   created_at: z.string(),
+  category: z.preprocess(val => val ?? undefined, z.string().optional()),
+  targets: z.preprocess(val => val ?? undefined, jsonObject(z.array(z.string())).optional()),
   sections: jsonObject(z.array(templateSectionSchema)),
 });
 

apps/web/content-collections.ts

@@ -212,6 +212,7 @@ const templates = defineCollection({
     title: z.string(),
     description: z.string(),
     category: z.string(),
+    targets: z.array(z.string()),
     sections: z.array(
       z.object({
         title: z.string(),

apps/web/content/templates/board-meeting.mdx

@@ -1,7 +1,8 @@
 ---
 title: "Board Meeting"
 description: "Comprehensive template for board meetings and governance discussions"
-category: "Leadership & Management"
+category: "Leadership"
+targets: ["Founder", "CEO", "Board Member"]
 sections:
   - title: "Company Performance"
     description: "Financial and operational updates"

apps/web/content/templates/brainstorming-session.mdx

@@ -1,7 +1,8 @@
 ---
 title: "Brainstorming Session"
 description: "Template for creative brainstorming and ideation sessions"
-category: "Product & Design"
+category: "Product"
+targets: ["Product Manager", "Designer", "Marketing"]
 sections:
   - title: "Session Goal"
     description: "What problem or opportunity are we exploring?"

apps/web/content/templates/client-kickoff.mdx

@@ -1,7 +1,8 @@
 ---
 title: "Client Kickoff Meeting"
 description: "Template for starting new client engagements and setting expectations"
-category: "Sales & Customer Success"
+category: "Customer Success"
+targets: ["Customer Success Manager", "Account Manager", "Implementation Lead"]
 sections:
   - title: "Project Overview"
     description: "Scope, objectives, and deliverables"

apps/web/content/templates/customer-discovery.mdx

@@ -1,7 +1,8 @@
 ---
 title: "Customer Discovery Interview"
 description: "Template for conducting customer discovery and user research interviews"
-category: "Product & Design"
+category: "Product"
+targets: ["Product Manager", "UX Researcher", "Founder"]
 sections:
   - title: "Background"
     description: "Customer context and background"

apps/web/content/templates/daily-standup.mdx

@@ -1,7 +1,8 @@
 ---
 title: "Daily Standup"
 description: "Quick daily sync template for agile teams to share progress and blockers"
-category: "Engineering & Development"
+category: "Engineering"
+targets: ["Software Engineer", "Engineering Manager", "Scrum Master"]
 sections:
   - title: "Yesterday's Accomplishments"
     description: "What did you complete yesterday?"

apps/web/content/templates/executive-briefing.mdx

@@ -1,7 +1,8 @@
 ---
 title: "Executive Briefing"
 description: "Template for executives to capture high-level strategic discussions and decisions"
-category: "Leadership & Management"
+category: "Leadership"
+targets: ["Executive", "CEO", "VP"]
 sections:
   - title: "Strategic Overview"
     description: "High-level context and objectives"

apps/web/content/templates/incident-postmortem.mdx

@@ -1,7 +1,8 @@
 ---
 title: "Incident Postmortem"
 description: "Template for conducting blameless postmortems after incidents or outages"
-category: "Engineering & Development"
+category: "Engineering"
+targets: ["Platform Engineer", "SRE", "DevOps Engineer"]
 sections:
   - title: "Incident Summary"
     description: "What happened and when"

apps/web/content/templates/investor-pitch.mdx

@@ -1,7 +1,8 @@
 ---
 title: "Investor Pitch Meeting"
 description: "Template for founders pitching to investors and VCs"
-category: "Business Development"
+category: "Fundraising"
+targets: ["Founder", "CEO", "CFO"]
 sections:
   - title: "Meeting Context"
     description: "Investor background and meeting purpose"

apps/web/content/templates/lecture-notes.mdx

@@ -1,7 +1,8 @@
 ---
 title: "Lecture Notes"
 description: "Template for students to capture and organize lecture content"
-category: "Learning & Research"
+category: "Education"
+targets: ["Student", "Graduate Student", "Researcher"]
 sections:
   - title: "Lecture Information"
     description: "Course, date, and topic"

apps/web/content/templates/one-on-one-meeting.mdx

@@ -1,7 +1,8 @@
 ---
 title: "1:1 Meeting"
 description: "A structured template for one-on-one meetings with team members"
-category: "Leadership & Management"
+category: "Management"
+targets: ["Manager", "Engineering Manager", "Team Lead"]
 sections:
   - title: "Updates"
     description: "What's been happening since last time?"

apps/web/content/templates/performance-review.mdx

@@ -1,7 +1,8 @@
 ---
 title: "Performance Review"
 description: "Template for conducting employee performance reviews and career development discussions"
-category: "Leadership & Management"
+category: "Management"
+targets: ["Manager", "Engineering Manager", "HR"]
 sections:
   - title: "Review Period Summary"
     description: "Overview of the review period"

apps/web/content/templates/product-roadmap-review.mdx

@@ -1,7 +1,8 @@
 ---
 title: "Product Roadmap Review"
 description: "Template for product managers to review and align on product roadmap priorities"
-category: "Product & Design"
+category: "Product"
+targets: ["Product Manager", "Engineering Manager", "Executive"]
 sections:
   - title: "Current Status"
     description: "Progress on in-flight initiatives"

apps/web/content/templates/project-kickoff.mdx

@@ -1,7 +1,8 @@
 ---
 title: "Project Kickoff"
 description: "Comprehensive template for starting new projects with clear objectives and alignment"
-category: "Leadership & Management"
+category: "Product"
+targets: ["Product Manager", "Engineering Manager", "Designer"]
 sections:
   - title: "Project Overview"
   - title: "Goals & Success Metrics"

apps/web/content/templates/sales-discovery-call.mdx

@@ -1,7 +1,8 @@
 ---
 title: "Sales Discovery Call"
 description: "Template for sales teams to qualify leads and understand customer needs"
-category: "Sales & Customer Success"
+category: "Sales"
+targets: ["Account Executive", "Sales Rep", "BDR"]
 sections:
   - title: "Company Overview"
     description: "Background on the prospect"

apps/web/content/templates/sprint-planning.mdx

@@ -1,7 +1,8 @@
 ---
 title: "Sprint Planning"
 description: "Template for planning development sprints and setting team goals"
-category: "Engineering & Development"
+category: "Engineering"
+targets: ["Engineering Manager", "Product Manager", "Tech Lead"]
 sections:
   - title: "Sprint Goal"
     description: "What is the main objective for this sprint?"

apps/web/content/templates/sprint-retrospective.mdx

@@ -1,7 +1,8 @@
 ---
 title: "Sprint Retrospective"
 description: "Reflect on the sprint to continuously improve team processes and collaboration"
-category: "Engineering & Development"
+category: "Engineering"
+targets: ["Engineering Manager", "Scrum Master", "Tech Lead"]
 sections:
   - title: "What Went Well"
     description: "Celebrate wins and positive outcomes"

apps/web/content/templates/technical-design-review.mdx

@@ -1,7 +1,8 @@
 ---
 title: "Technical Design Review"
 description: "Template for engineers to review technical designs and architecture decisions"
-category: "Engineering & Development"
+category: "Engineering"
+targets: ["Software Engineer", "Tech Lead", "Platform Engineer"]
 sections:
   - title: "Problem Statement"
     description: "What problem are we solving?"

packages/db/src/schema.ts

@@ -219,6 +219,8 @@ export const templates = pgTable(
     ...SHARED,
     title: text("title").notNull(),
     description: text("description").notNull(),
+    category: text("category"),
+    targets: json("targets"),
     sections: json("sections").notNull(),
   },
   (table) => createPolicies(TABLE_TEMPLATES, table.user_id),