RogueAgenda/PRESETS.md

# Rogue Agenda presets

Presets create complete example `.agnd` workspaces. They are intended both as
useful starting points and as inspectable examples of how categories, hierarchy,
saved views, sections, columns, rules, notes, dates, numeric values, and macros
fit together.

All bundled records, organizations, people, routes, recipes, and wording are
original fictional demonstration content. The presets reimagine documented
Agenda workflows without copying or requiring legacy `.AG` files.

## Creating a preset document

Pass one preset name when creating a document:

```sh
rogue-agenda sales.agnd --preset accounts
rogue-agenda course-notes.agnd --preset study
rogue-agenda week.agnd --preset planner
rogue-agenda kitchen.agnd --preset recipes
rogue-agenda cycling.agnd --preset rides
rogue-agenda team.agnd --preset people
```

From the source tree, prefix the same arguments with `cargo run --`:

```sh
cargo run -- learning.agnd --preset study
```

A preset deliberately works only when the destination is new. Rogue Agenda
refuses to replace an existing SQLite document, even if that document has no
items. Choose a path that does not exist if you want a fresh copy. `--preset`
and the smaller `--demo` initializer cannot be used together.

Dates in sample records are relative to the day the document is created, so
upcoming, overdue, Datebook, and review views are immediately meaningful. Preset
documents remain ordinary editable `.agnd` files: rename or remove categories,
rewrite rules and macros, delete all sample records, and evolve the workspace as
you would any other Rogue Agenda document.

## `accounts`

Account Desk is a broad relationship and sales-support workspace. It is the most
complete general demonstration of Agenda's single-copy information model: an
issue or activity can appear under an account, workflow stage, status report,
and time-based view without being duplicated.

It provides:

- Account and contact records, with fictional Northstar Labs and Harbor Books
  examples.
- A mutually exclusive opportunity pipeline: Prospect, Qualified, Proposal,
  and Customer.
- Calls, meetings, and follow-ups under an Activities hierarchy.
- Open, waiting, and resolved issue states.
- Category-scoped expense values with a summed Amount column and per-section
  `% of total` companion.
- A sectioned status report divided into urgent and routine material.
- Filing rules that collect priority-one work into the status report and detect
  follow-up wording.
- `captureaccount` and `capturecall` prompt-driven macros.

The principal views are Accounts, Pipeline, Open Issues, Calls and Meetings,
Expenses, and Status Report. This preset is a good foundation for lightweight
CRM, client service, fundraising, vendor management, or case tracking.

## `study`

Study Deck is inspired by the idea of using Agenda items and notes as a learning
system. The item text is a question, its multiline note is the answer, `When` is
the next review date, and the Cycle numeric category holds its learning-cycle
number.

It provides:

- Computing, Languages, and History example decks.
- Mutually exclusive New, Learning, and Review stages.
- Due Review, New Cards, All Cards, Deck Browser, and Datebook views.
- A sectioned deck browser that shows the same cards by subject.
- Cycle values and relative review dates on the included cards.
- A `capturecard` macro that asks for a question and answer, creates the card,
  and writes the answer into its note.
- A `revealanswer` macro that presents the selected question and then opens its
  note. Run it from the Macro Manager while a card is selected.

Rogue Agenda does not silently grade a response. Move cards between learning
stages and set their next review dates according to the method you prefer. The
preset intentionally exposes those mechanics so they can be customized.

## `planner`

Activities Planner expands the small default document into a worked example of
personal planning. It demonstrates how users can grow Rogue Agenda gradually
instead of adopting a rigid methodology.

It provides:

- Next Actions with Calls, Meetings, and Errands beneath the activity hierarchy.
- Website Refresh and Studio Move example projects.
- Work, Home, and Personal areas.
- At Computer, On Phone, and Out and About contexts.
- Today, This Week, Next Actions, Projects, Calls and Meetings, Ideas, and
  Datebook views.
- Rules that promote priority-one and priority-two open work to Next Actions and
  recognize dated calls or meetings as scheduled activities.
- A recurring weekly meeting and a completed action to demonstrate lifecycle
  views.
- `quickcapture` and `captureidea` macros.

This is the best preset for learning how the ordinary default setup can be
extended while preserving free-form capture.

## `recipes`

Recipe Box treats each recipe as a single item with ingredients and method in
its note. Categories provide multiple browsing paths without maintaining
separate copies of a recipe.

It provides:

- Course categories for Breakfast, Main Dishes, Desserts, and Drinks.
- Cuisine, dietary, ingredient, Quick, and Favorites classifications.
- An independent Servings numeric-category value shown alongside each recipe.
- Recipe Box, Favorites, Main Dishes, Quick Meals, Vegetarian, and sectioned By
  Course views.
- Five small original recipes covering different courses and dietary tags.
- A rule that notices cooking-time wording in notes and files recipes as Quick.
- A `newrecipe` macro that creates a recipe and lays out an Ingredients, Method,
  and Notes template in the note editor.
- A `cookingnote` macro for capturing observations that do not yet belong to a
  formal recipe.

The ingredient categories are intentionally small. Add frequently used
ingredients as children of Ingredients to turn the preset into a deeper index.

## `rides`

Bicycle Log demonstrates numeric reporting and several overlapping category
dimensions. Ride distance is stored under the Distance numeric category in
kilometres.

It provides:

- Commute, Training, and Leisure ride types.
- Road, Touring, and City bicycles.
- Clear, Cloudy, and Rain conditions plus named Routes.
- Ride Log and Training totals, a Long Rides filter, and a sectioned By Bicycle
  report.
- Past and upcoming rides with original notes, route details, and distances.
- A separate Maintenance view with dated bicycle service tasks.
- Rules that recognize ride and maintenance wording.
- `logride` and `servicereminder` capture macros.

Assign Distance with `F3`, select the Distance cell with Left/Right, and press
`F2` to enter kilometres. Use `F6` for the ride date, then assign bicycle, ride
type, route, and weather with `F3`.

## `people`

People Manager is a lightweight development and team-information workspace. It
is meant for supportive planning and review preparation, not confidential HR
records or formal performance scoring.

It provides:

- People profiles organized by Product, Operations, and Community teams.
- Mutually exclusive Active, Candidate, and Alumni states.
- Separate records for goals, reviews, development actions, achievements, and
  hiring activity.
- People Directory, Upcoming Reviews, Goals, Development, Candidates, and
  Achievements views.
- A category-scoped Progress value displayed on dated goals.
- Filing rules for `Person:`, `Review:`, and `Goal:` capture conventions.
- `addperson` and `addgoal` prompt-driven macros.

The sample content is deliberately non-sensitive. Before using this preset for
real people, decide what information is appropriate to store and who can access
the `.agnd` file and its backups.

## Presets versus `--demo`

`--demo` adds only a handful of representative items to an otherwise default
document. It remains useful for a quick interface check:

```sh
rogue-agenda scratch.agnd --demo
```

Presets replace the default category and view definitions in a new document with
a coherent domain-specific workspace and include tailored macros, rules, and
sample records. Use a preset when you want to explore how a substantial Agenda
application is assembled.