Merge branch 'master' into sophie-ai-images

1 files changed, 167 insertions, 114 deletions

diff --git a/src/client/documents/Documents.ts b/src/client/documents/Documents.ts
index 2d2f5fe4a..b160379df 100644
--- a/src/client/documents/Documents.ts
+++ b/src/client/documents/Documents.ts
@@ -1,9 +1,10 @@
 import { IconProp } from '@fortawesome/fontawesome-svg-core';
 import { action, reaction, runInAction } from 'mobx';
 import { basename } from 'path';
+import { OmitKeys, Utils } from '../../Utils';
 import { DateField } from '../../fields/DateField';
 import { Doc, DocListCast, Field, LinkedTo, Opt, StrListCast, updateCachedAcls } from '../../fields/Doc';
-import { Initializing } from '../../fields/DocSymbols';
+import { DocData, Initializing } from '../../fields/DocSymbols';
 import { Id } from '../../fields/FieldSymbols';
 import { HtmlField } from '../../fields/HtmlField';
 import { InkField, PointData } from '../../fields/InkField';
@@ -13,30 +14,29 @@ import { SchemaHeaderField } from '../../fields/SchemaHeaderField';
 import { ComputedField, ScriptField } from '../../fields/ScriptField';
 import { BoolCast, Cast, DocCast, FieldValue, NumCast, ScriptCast, StrCast } from '../../fields/Types';
 import { AudioField, CsvField, ImageField, PdfField, VideoField, WebField, YoutubeField } from '../../fields/URLField';
-import { inheritParentAcls, SharingPermissions } from '../../fields/util';
+import { SharingPermissions, inheritParentAcls } from '../../fields/util';
 import { Upload } from '../../server/SharedMediaTypes';
-import { OmitKeys, Utils } from '../../Utils';
-import { YoutubeBox } from '../apis/youtube/YoutubeBox';
 import { DocServer } from '../DocServer';
 import { Networking } from '../Network';
+import { YoutubeBox } from '../apis/youtube/YoutubeBox';
 import { DragManager, dropActionType } from '../util/DragManager';
 import { FollowLinkScript } from '../util/LinkFollower';
 import { LinkManager } from '../util/LinkManager';
 import { ScriptingGlobals } from '../util/ScriptingGlobals';
-import { undoable, UndoManager } from '../util/UndoManager';
-import { CollectionDockingView } from '../views/collections/CollectionDockingView';
-import { DimUnit } from '../views/collections/collectionMulticolumn/CollectionMulticolumnView';
-import { CollectionView } from '../views/collections/CollectionView';
+import { UndoManager, undoable } from '../util/UndoManager';
 import { ContextMenu } from '../views/ContextMenu';
 import { ContextMenuProps } from '../views/ContextMenuItem';
 import { ActiveArrowEnd, ActiveArrowStart, ActiveDash, ActiveFillColor, ActiveInkBezierApprox, ActiveInkColor, ActiveInkWidth, ActiveIsInkMask, InkingStroke } from '../views/InkingStroke';
+import { CollectionDockingView } from '../views/collections/CollectionDockingView';
+import { CollectionView } from '../views/collections/CollectionView';
+import { DimUnit } from '../views/collections/collectionMulticolumn/CollectionMulticolumnView';
 import { AudioBox, media_state } from '../views/nodes/AudioBox';
 import { ComparisonBox } from '../views/nodes/ComparisonBox';
 import { DataVizBox } from '../views/nodes/DataVizBox/DataVizBox';
+import { OpenWhere } from '../views/nodes/DocumentView';
 import { EquationBox } from '../views/nodes/EquationBox';
 import { FieldViewProps } from '../views/nodes/FieldView';
 import { FontIconBox } from '../views/nodes/FontIconBox/FontIconBox';
-import { FormattedTextBox } from '../views/nodes/formattedText/FormattedTextBox';
 import { FunctionPlotBox } from '../views/nodes/FunctionPlotBox';
 import { ImageBox } from '../views/nodes/ImageBox';
 import { KeyValueBox } from '../views/nodes/KeyValueBox';
@@ -52,15 +52,15 @@ import { RecordingBox } from '../views/nodes/RecordingBox/RecordingBox';
 import { ScreenshotBox } from '../views/nodes/ScreenshotBox';
 import { ScriptingBox } from '../views/nodes/ScriptingBox';
 import { TaskCompletionBox } from '../views/nodes/TaskCompletedBox';
-import { PresBox } from '../views/nodes/trails/PresBox';
-import { PresElementBox } from '../views/nodes/trails/PresElementBox';
 import { VideoBox } from '../views/nodes/VideoBox';
 import { WebBox } from '../views/nodes/WebBox';
+import { CalendarBox } from '../views/nodes/calendarBox/CalendarBox';
+import { FormattedTextBox } from '../views/nodes/formattedText/FormattedTextBox';
+import { PresBox } from '../views/nodes/trails/PresBox';
+import { PresElementBox } from '../views/nodes/trails/PresElementBox';
 import { SearchBox } from '../views/search/SearchBox';
 import { CollectionViewType, DocumentType } from './DocumentTypes';
-import { CalendarBox } from '../views/nodes/calendarBox/CalendarBox';
-import { OpenWhere } from '../views/nodes/DocumentView';
-const { default: { DFLT_IMAGE_NATIVE_DIM } } = require('../views/global/globalCssVariables.module.scss'); // prettier-ignore
+const { DFLT_IMAGE_NATIVE_DIM } = require('../views/global/globalCssVariables.module.scss'); // prettier-ignore
 
 const defaultNativeImageDim = Number(DFLT_IMAGE_NATIVE_DIM.replace('px', ''));
 class EmptyBox {
@@ -68,13 +68,24 @@ class EmptyBox {
         return '';
     }
 }
+
+export enum FInfoFieldType {
+    string = 'string',
+    boolean = 'boolean',
+    number = 'number',
+    Doc = 'Doc',
+    enumeration = 'enum',
+    date = 'date',
+    list = 'list',
+    rtf = 'rich text',
+}
 export class FInfo {
     description: string = '';
     readOnly: boolean = false;
-    fieldType?: string = '';
+    fieldType?: FInfoFieldType;
     values?: Field[];
 
-    filterable?: boolean = true;
+    filterable?: boolean = true; // can be used as a Filter in FilterPanel
     // format?: string; // format to display values (e.g, decimal places, $, etc)
     // parse?: ScriptField; // parse a value from a string
     constructor(d: string, readOnly?: boolean) {
@@ -84,7 +95,7 @@ export class FInfo {
     searchable = () => true;
 }
 class BoolInfo extends FInfo {
-    fieldType? = 'boolean';
+    fieldType? = FInfoFieldType.boolean;
     values?: boolean[] = [true, false];
     constructor(d: string, filterable?: boolean) {
         super(d);
@@ -93,7 +104,7 @@ class BoolInfo extends FInfo {
     override searchable = () => false;
 }
 class NumInfo extends FInfo {
-    fieldType? = 'number';
+    fieldType? = FInfoFieldType.number;
     values?: number[] = [];
     constructor(d: string, filterable?: boolean, readOnly?: boolean, values?: number[]) {
         super(d, readOnly);
@@ -103,7 +114,7 @@ class NumInfo extends FInfo {
     override searchable = () => false;
 }
 class StrInfo extends FInfo {
-    fieldType? = 'string';
+    fieldType? = FInfoFieldType.string;
     values?: string[] = [];
     constructor(d: string, filterable?: boolean, readOnly?: boolean, values?: string[]) {
         super(d, readOnly);
@@ -112,7 +123,7 @@ class StrInfo extends FInfo {
     }
 }
 class DocInfo extends FInfo {
-    fieldType? = 'Doc';
+    fieldType? = FInfoFieldType.Doc;
     values?: Doc[] = [];
     constructor(d: string, filterable?: boolean, values?: Doc[]) {
         super(d, true);
@@ -122,45 +133,55 @@ class DocInfo extends FInfo {
     override searchable = () => false;
 }
 class DimInfo extends FInfo {
-    fieldType? = 'enumeration';
+    fieldType? = FInfoFieldType.enumeration;
     values? = [DimUnit.Pixel, DimUnit.Ratio];
     readOnly = false;
     filterable = false;
     override searchable = () => false;
 }
 class PEInfo extends FInfo {
-    fieldType? = 'enumeration';
+    fieldType? = FInfoFieldType.enumeration;
     values? = ['all', 'none'];
     readOnly = false;
     filterable = false;
     override searchable = () => false;
 }
 class DAInfo extends FInfo {
-    fieldType? = 'enumeration';
-    values? = ['embed', 'copy', 'move', 'same', 'proto', 'none'];
+    fieldType? = FInfoFieldType.enumeration;
+    values? = ['embed', 'copy', 'move', 'same', 'add', 'inSame', 'proto'];
     readOnly = false;
     filterable = false;
     override searchable = () => false;
 }
 class CTypeInfo extends FInfo {
-    fieldType? = 'enumeration';
+    fieldType? = FInfoFieldType.enumeration;
     values? = Array.from(Object.keys(CollectionViewType));
     readOnly = false;
     filterable = false;
     override searchable = () => false;
 }
 class DTypeInfo extends FInfo {
-    fieldType? = 'enumeration';
+    fieldType? = FInfoFieldType.enumeration;
     values? = Array.from(Object.keys(DocumentType));
     override searchable = () => false;
 }
 class DateInfo extends FInfo {
-    fieldType? = 'date';
+    constructor(d: string, filterable?: boolean) {
+        super(d, true);
+        this.filterable = filterable;
+    }
+    fieldType? = FInfoFieldType.date;
     values?: DateField[] = [];
-    filterable = true;
+}
+class RtfInfo extends FInfo {
+    constructor(d: string, filterable?: boolean) {
+        super(d);
+        this.filterable = filterable;
+    }
+    fieldType? = FInfoFieldType.rtf;
 }
 class ListInfo extends FInfo {
-    fieldType? = 'list';
+    fieldType? = FInfoFieldType.list;
     values?: List<any>[] = [];
 }
 type BOOLt = BoolInfo | boolean;
@@ -168,6 +189,7 @@ type NUMt = NumInfo | number;
 type STRt = StrInfo | string;
 type LISTt = ListInfo | List<any>;
 type DOCt = DocInfo | Doc;
+type RTFt = RtfInfo | RichTextField;
 type DIMt = DimInfo | typeof DimUnit.Pixel | typeof DimUnit.Ratio;
 type PEVt = PEInfo | 'none' | 'all';
 type COLLt = CTypeInfo | CollectionViewType;
@@ -176,19 +198,21 @@ type DATEt = DateInfo | number;
 type DTYPEt = DTypeInfo | string;
 export class DocumentOptions {
     // coordinate and dimensions depending on view
-    x?: NUMt = new NumInfo('x coordinate of document in a freeform view', false);
-    y?: NUMt = new NumInfo('y coordinate of document in a freeform view', false);
+    x?: NUMt = new NumInfo('horizontal coordinate in freeform view', false);
+    y?: NUMt = new NumInfo('vertical coordinate in freeform view', false);
     z?: NUMt = new NumInfo('whether document is in overlay (1) or not (0)', false, false, [1, 0]);
-    overlayX?: NUMt = new NumInfo('x coordinate of document in a overlay view', false);
-    overlayY?: NUMt = new NumInfo('y coordinate of document in a overlay view', false);
+    overlayX?: NUMt = new NumInfo('horizontal coordinate in overlay view', false);
+    overlayY?: NUMt = new NumInfo('vertical coordinate in overlay view', false);
+    text?: RTFt = new RtfInfo('plain or rich text', true);
+    text_html?: STRt = new StrInfo('plain text or html', true);
     _dimMagnitude?: NUMt = new NumInfo("magnitude of collectionMulti{row,col} element's width or height", false);
     _dimUnit?: DIMt = new DimInfo("units of collectionMulti{row,col} element's width or height - 'px' or '*' for pixels or relative units");
-    latitude?: NUMt = new NumInfo('latitude coordinate for map views', false);
-    longitude?: NUMt = new NumInfo('longitude coordinate for map views', false);
+    latitude?: NUMt = new NumInfo('latitude coordinate', false);
+    longitude?: NUMt = new NumInfo('longitude coordinate', false);
     routeCoordinates?: STRt = new StrInfo("stores a route's/direction's coordinates (stringified version)"); // for a route document, this stores the route's coordinates
-    markerType?: STRt = new StrInfo('Defines the marker type for a pushpin document');
-    markerColor?: STRt = new StrInfo('Defines the marker color for a pushpin document');
-    map?: STRt = new StrInfo('text location of map');
+    markerType?: STRt = new StrInfo('marker type for a pushpin document');
+    markerColor?: STRt = new StrInfo('marker color for a pushpin document');
+    map?: STRt = new StrInfo('map location name');
     map_type?: STRt = new StrInfo('type of map view', false);
     map_zoom?: NUMt = new NumInfo('zoom of a map view', false);
     map_pitch?: NUMt = new NumInfo('pitch of a map view', false);
@@ -198,11 +222,11 @@ export class DocumentOptions {
     date_range?: STRt = new StrInfo('date range for calendar', false);
 
     wikiData?: STRt = new StrInfo('WikiData ID related to map location');
-    description?: STRt = new StrInfo('A description of the document');
-    _timecodeToShow?: NUMt = new NumInfo('the time that a document should be displayed (e.g., when an annotation shows up as a video plays)', false);
-    _timecodeToHide?: NUMt = new NumInfo('the time that a document should be hidden', false);
-    _width?: NUMt = new NumInfo('displayed width of a document');
-    _height?: NUMt = new NumInfo('displayed height of document');
+    description?: STRt = new StrInfo('description of document');
+    _timecodeToShow?: NUMt = new NumInfo('media timecode when document should appear (e.g., when an annotation shows up as a video plays)', false);
+    _timecodeToHide?: NUMt = new NumInfo('media timecode when document should disappear', false);
+    _width?: NUMt = new NumInfo("width of document in container's coordinates");
+    _height?: NUMt = new NumInfo("height of document in container's coordiantes");
     data_nativeWidth?: NUMt = new NumInfo('native width of data field contents (e.g., the pixel width of an image)', false);
     data_nativeHeight?: NUMt = new NumInfo('native height of data field contents (e.g., the pixel height of an image)', false);
     linearBtnWidth?: NUMt = new NumInfo('unexpanded width of a linear menu button (button "width" changes when it expands)', false);
@@ -230,9 +254,9 @@ export class DocumentOptions {
     dontRegisterView?: BOOLt = new BoolInfo('are views of this document registered so that they can be found when following links, etc', false);
     _undoIgnoreFields?: List<string>; //'fields that should not be added to the undo stack (opacity for Undo/Redo/and sidebar) AND whether modifications to document are undoable (true for linearview menu buttons to prevent open/close from entering undo stack)'
     undoIgnoreFields?: List<string>; //'fields that should not be added to the undo stack (opacity for Undo/Redo/and sidebar) AND whether modifications to document are undoable (true for linearview menu buttons to prevent open/close from entering undo stack)'
-    _headerHeight?: NUMt = new NumInfo('height of document header used for displaying title', false);
-    _headerFontSize?: NUMt = new NumInfo('font size of header of custom notes', false);
-    _headerPointerEvents?: PEVt = new PEInfo('types of events the header of a custom text document can consume');
+    _header_height?: NUMt = new NumInfo('height of document header used for displaying title', false);
+    _header_fontSize?: NUMt = new NumInfo('font size of header of custom notes', false);
+    _header_pointerEvents?: PEVt = new PEInfo('types of events the header of a custom text document can consume');
     _lockedPosition?: BOOLt = new BoolInfo("lock the x,y coordinates of the document so that it can't be dragged");
     _lockedTransform?: BOOLt = new BoolInfo('lock the freeform_panx,freeform_pany and scale parameters of the document so that it be panned/zoomed');
 
@@ -250,19 +274,21 @@ export class DocumentOptions {
     layout_hideResizeHandles?: BOOLt = new BoolInfo('whether to hide the resize handles when selected');
     layout_hideLinkButton?: BOOLt = new BoolInfo('whether the blue link counter button should be hidden');
     layout_hideDecorationTitle?: BOOLt = new BoolInfo('whether to suppress the document decortations title when selected');
-    _layout_hideContextMenu?: BOOLt = new BoolInfo('whether the context menu can be shown');
+    layout_hideContextMenu?: BOOLt = new BoolInfo('whether the context menu can be shown');
     layout_borderRounding?: string;
+    _layout_borderRounding?: STRt = new StrInfo('amount of rounding to document view corners');
     _layout_modificationDate?: DATEt = new DateInfo('last modification date of doc layout', false);
     _layout_nativeDimEditable?: BOOLt = new BoolInfo('native dimensions can be modified using document decoration reizers', false);
-    _layout_reflowVertical?: BOOLt = new BoolInfo('native height can be changed independent of width by dragging decoration resizers');
-    _layout_reflowHorizontal?: BOOLt = new BoolInfo('whether a doc with a native size can be horizonally resized, causing some form of reflow');
+    _layout_reflowVertical?: BOOLt = new BoolInfo('permit vertical resizing with content "reflow"');
+    _layout_reflowHorizontal?: BOOLt = new BoolInfo('permit horizontal resizing with content reflow');
     layout_boxShadow?: string; // box-shadow css string OR "standard" to use dash standard box shadow
+    layout_maxShown?: NUMt = new NumInfo('maximum number of children to display at one time (see multicolumnview)');
     _layout_autoHeight?: BOOLt = new BoolInfo('whether document automatically resizes vertically to display contents');
+    _layout_autoHeightMargins?: NUMt = new NumInfo('Margin heights to be added to the computed auto height of a Doc');
     _layout_curPage?: NUMt = new NumInfo('current page of a PDF or other? paginated document', false);
     _layout_currentTimecode?: NUMt = new NumInfo('the current timecode of a time-based document (e.g., current time of a video)  value is in seconds', false);
     _layout_centered?: BOOLt = new BoolInfo('whether text should be vertically centered in Doc');
     _layout_fitWidth?: BOOLt = new BoolInfo('whether document should scale its contents to fit its rendered width or not (e.g., for PDFviews)');
-    _layout_fitContentsToBox?: BOOLt = new BoolInfo('whether a freeformview should zoom/scale to create a shrinkwrapped view of its content');
     _layout_fieldKey?: STRt = new StrInfo('the field key containing the current layout definition', false);
     _layout_enableAltContentUI?: BOOLt = new BoolInfo('whether to show alternate content button');
     _layout_showTitle?: string; // field name to display in header (:hover is an optional suffix)
@@ -294,7 +320,7 @@ export class DocumentOptions {
     _label_minFontSize?: NUMt = new NumInfo('minimum font size for labelBoxes', false);
     _label_maxFontSize?: NUMt = new NumInfo('maximum font size for labelBoxes', false);
     stroke_width?: NUMt = new NumInfo('width of an ink stroke', false);
-    icon_label?: STRt = new StrInfo('label to use for a fontIcon doc (otherwise, the title is used)', false);
+    stroke_showLabel?: BOOLt = new BoolInfo('show label inside of stroke');
     mediaState?: STRt = new StrInfo(`status of audio/video media document: ${media_state.PendingRecording}, ${media_state.Recording}, ${media_state.Paused}, ${media_state.Playing}`, false);
     recording?: BOOLt = new BoolInfo('whether WebCam is recording or not');
     slides?: DOCt = new DocInfo('presentation slide associated with video recording (bcz: should be renamed!!)');
@@ -373,6 +399,7 @@ export class DocumentOptions {
     _freeform_panY?: NUMt = new NumInfo('vertical pan location of a freeform view');
     _freeform_noAutoPan?: BOOLt = new BoolInfo('disables autopanning when this item is dragged');
     _freeform_noZoom?: BOOLt = new BoolInfo('disables zooming (used by Pile docs)');
+    _freeform_fitContentsToBox?: BOOLt = new BoolInfo('whether a freeformview should zoom/scale to create a shrinkwrapped view of its content');
 
     //BUTTONS
     buttonText?: string;
@@ -459,7 +486,6 @@ export class DocumentOptions {
     sidebar_type_collection?: string; // collection type of text sidebar
 
     data_dashboards?: List<any>; // list of dashboards used in shareddocs;
-    text?: string;
     textTransform?: string;
     letterSpacing?: string;
     iconTemplate?: string; // name of icon template style
@@ -629,8 +655,8 @@ export namespace Docs {
             [
                 DocumentType.LABEL,
                 {
-                    layout: { view: LabelBox, dataField: defaultDataKey },
-                    options: { _singleLine: true },
+                    layout: { view: LabelBox, dataField: 'title' },
+                    options: { _singleLine: true, layout_nativeDimEditable: true, layout_reflowHorizontal: true, layout_reflowVertical: true },
                 },
             ],
             [
@@ -661,8 +687,8 @@ export namespace Docs {
             [
                 DocumentType.BUTTON,
                 {
-                    layout: { view: LabelBox, dataField: 'onClick' },
-                    options: {},
+                    layout: { view: LabelBox, dataField: 'title' },
+                    options: { layout_nativeDimEditable: true, layout_reflowHorizontal: true, layout_reflowVertical: true },
                 },
             ],
             [
@@ -676,7 +702,7 @@ export namespace Docs {
                 DocumentType.FONTICON,
                 {
                     layout: { view: FontIconBox, dataField: 'icon' },
-                    options: { defaultDoubleClick: 'ignore', waitForDoubleClickToClick: 'never', layout_hideLinkButton: true, _width: 40, _height: 40 },
+                    options: { defaultDoubleClick: 'ignore', waitForDoubleClickToClick: 'never', layout_hideContextMenu: true, layout_hideLinkButton: true, _width: 40, _height: 40 },
                 },
             ],
             [
@@ -728,7 +754,7 @@ export namespace Docs {
                 {
                     data: '',
                     layout: { view: ComparisonBox, dataField: defaultDataKey },
-                    options: { backgroundColor: 'gray', dropAction: 'move', waitForDoubleClickToClick: 'always', layout_reflowHorizontal: true, layout_reflowVertical: true, layout_nativeDimEditable: true, systemIcon: 'BsLayoutSplit' },
+                    options: { backgroundColor: 'gray', dropAction: dropActionType.move, waitForDoubleClickToClick: 'always', layout_reflowHorizontal: true, layout_reflowVertical: true, layout_nativeDimEditable: true, systemIcon: 'BsLayoutSplit' },
                 },
             ],
             [
@@ -894,8 +920,6 @@ export namespace Docs {
                 title,
                 type,
                 isBaseProto: true,
-                x: 0,
-                y: 0,
                 _width: 300,
                 'acl-Guest': SharingPermissions.View,
                 ...(template.options || {}),
@@ -994,14 +1018,23 @@ export namespace Docs {
         }
 
         export function ImageDocument(url: string | ImageField, options: DocumentOptions = {}, overwriteDoc?: Doc) {
-            const imgField = url instanceof ImageField ? url : new ImageField(url);
-            return InstanceFromProto(Prototypes.get(DocumentType.IMG), imgField, { title: basename(imgField.url.href), ...options }, undefined, undefined, undefined, overwriteDoc);
+            const imgField = url instanceof ImageField ? url : url ? new ImageField(url) : undefined;
+            return InstanceFromProto(Prototypes.get(DocumentType.IMG), imgField, { title: basename(imgField?.url.href ?? '-no image-'), ...options }, undefined, undefined, undefined, overwriteDoc);
         }
 
         export function PresDocument(options: DocumentOptions = {}) {
             return InstanceFromProto(Prototypes.get(DocumentType.PRES), new List<Doc>(), options);
         }
 
+        /**
+         * Creates a Doc to edit a script and write the compiled script into the specified field.
+         * Typically, this would be used to create a template that can then be applied to some other Doc
+         * in order to customize a behavior, such as onClick.
+         * @param script
+         * @param options
+         * @param fieldKey the field that the compiled script is written into.
+         * @returns the Scripting Doc
+         */
         export function ScriptingDocument(script: Opt<ScriptField> | null, options: DocumentOptions = {}, fieldKey?: string) {
             return InstanceFromProto(Prototypes.get(DocumentType.SCRIPTING), script ? script : undefined, { ...options, layout: fieldKey ? ScriptingBox.LayoutString(fieldKey) : undefined });
         }
@@ -1174,15 +1207,11 @@ export namespace Docs {
             return InstanceFromProto(Prototypes.get(DocumentType.CONFIG), options?.data, options, id, '', undefined, undefined, true);
         }
 
-        export function HTMLMarkerDocument(documents: Array<Doc>, options: DocumentOptions, id?: string) {
-            return InstanceFromProto(Prototypes.get(DocumentType.COL), new List(documents), { ...options, _type_collection: CollectionViewType.Freeform }, id);
-        }
-
         export function PileDocument(documents: Array<Doc>, options: DocumentOptions, id?: string) {
             return InstanceFromProto(
                 Prototypes.get(DocumentType.COL),
                 new List(documents),
-                { backgroundColor: 'transparent', dropAction: 'move', _forceActive: true, _freeform_noZoom: true, _freeform_noAutoPan: true, ...options, _type_collection: CollectionViewType.Pile },
+                { backgroundColor: 'transparent', dropAction: dropActionType.move, _forceActive: true, _freeform_noZoom: true, _freeform_noAutoPan: true, ...options, _type_collection: CollectionViewType.Pile },
                 id
             );
         }
@@ -1488,6 +1517,9 @@ export namespace DocUtils {
             return linkDoc;
         });
 
+        const a = source.layout_unrendered ? 'link_anchor_1?.annotationOn' : 'link_anchor_1';
+        const b = target.layout_unrendered ? 'link_anchor_2?.annotationOn' : 'link_anchor_2';
+
         return makeLink(
             Docs.Create.LinkDocument(
                 source,
@@ -1501,7 +1533,10 @@ export namespace DocUtils {
                     link_displayLine: linkSettings.link_displayLine,
                     link_relationship: linkSettings.link_relationship,
                     link_description: linkSettings.link_description,
+                    x: ComputedField.MakeFunction(`((this.${a}?.x||0)+(this.${b}?.x||0))/2`) as any,
+                    y: ComputedField.MakeFunction(`((this.${a}?.y||0)+(this.${b}?.y||0))/2`) as any,
                     link_autoMoveAnchors: true,
+                    _lockedPosition: true,
                     _layout_showCaption: '', // removed since they conflict with showing a link with a LinkBox (ie, line, not comparison box)
                     _layout_showTitle: '',
                     // _layout_showCaption: 'link_description',
@@ -1562,7 +1597,7 @@ export namespace DocUtils {
                 }
             });
             items?.forEach(item => !DocListCast(doc.data).includes(item) && Doc.AddDocToList(Doc.GetProto(doc), 'data', item));
-            items && DocListCast(doc.data).forEach(item => !items.includes(item) && Doc.RemoveDocFromList(Doc.GetProto(doc), 'data', item));
+            items && DocListCast(doc.data).forEach(item => Doc.IsSystem(item) && !items.includes(item) && Doc.RemoveDocFromList(Doc.GetProto(doc), 'data', item));
         }
         return doc;
     }
@@ -1745,13 +1780,23 @@ export namespace DocUtils {
             subitems: userDocList,
             icon: 'file',
         });
-    } // applies a custom template to a document.  the template is identified by it's short name (e.g, slideView not layout_slideView)
-    export function makeCustomViewClicked(doc: Doc, creator: Opt<(documents: Array<Doc>, options: DocumentOptions, id?: string) => Doc>, templateSignature: string = 'custom', docLayoutTemplate?: Doc) {
+    }
+
+    // applies a custom template to a document.  the template is identified by it's short name (e.g, slideView not layout_slideView)
+
+    /**
+     * Applies a template to a Doc and logs the action with the UndoManager
+     * If the template already exists and has been registered, it can be specified by it's signature name (e.g., 'icon' not 'layout_icon').
+     * Alternatively, the signature can be omitted and the template can be provided.
+     * @param doc the Doc to apply the template to.
+     * @param creator a function that will create the template if it doesn't exist
+     * @param templateSignature the signature name for a template that has already been created and registered on the userDoc.  (can be "" if template is provide)
+     * @param template the template to use (optional if templateSignature is provided)
+     * @returns doc
+     */
+    export function makeCustomViewClicked(doc: Doc, creator: Opt<(documents: Array<Doc>, options: DocumentOptions, id?: string) => Doc>, templateSignature: string = 'custom', template?: Doc) {
         const batch = UndoManager.StartBatch('makeCustomViewClicked');
-        runInAction(() => {
-            doc.layout_fieldKey = 'layout_' + templateSignature;
-            createCustomView(doc, creator, templateSignature, docLayoutTemplate);
-        });
+        createCustomView(doc, creator, templateSignature || StrCast(template?.title), template);
         batch.end();
         return doc;
     }
@@ -1760,10 +1805,12 @@ export namespace DocUtils {
         const iconViews = DocListCast(Cast(Doc.UserDoc()['template_icons'], Doc, null)?.data);
         const templBtns = DocListCast(Cast(Doc.UserDoc()['template_buttons'], Doc, null)?.data);
         const noteTypes = DocListCast(Cast(Doc.UserDoc()['template_notes'], Doc, null)?.data);
+        const userTypes = DocListCast(Cast(Doc.UserDoc()['template_user'], Doc, null)?.data);
         const clickFuncs = DocListCast(Cast(Doc.UserDoc()['template_clickFuncs'], Doc, null)?.data);
         const allTemplates = iconViews
             .concat(templBtns)
             .concat(noteTypes)
+            .concat(userTypes)
             .concat(clickFuncs)
             .map(btnDoc => (btnDoc.dragFactory as Doc) || btnDoc)
             .filter(doc => doc.isTemplateDoc);
@@ -1775,6 +1822,7 @@ export namespace DocUtils {
     }
     export function createCustomView(doc: Doc, creator: Opt<(documents: Array<Doc>, options: DocumentOptions, id?: string) => Doc>, templateSignature: string = 'custom', docLayoutTemplate?: Doc) {
         const templateName = templateSignature.replace(/\(.*\)/, '');
+        doc.layout_fieldKey = 'layout_' + (templateSignature || docLayoutTemplate?.title);
         docLayoutTemplate = docLayoutTemplate || findTemplate(templateName, StrCast(doc.isGroup && doc.transcription ? 'transcription' : doc.type), templateSignature);
 
         const customName = 'layout_' + templateSignature;
@@ -1858,8 +1906,7 @@ export namespace DocUtils {
         const hasContextAnchor = LinkManager.Links(doc).some(l => (l.link_anchor_2 === doc && Cast(l.link_anchor_1, Doc, null)?.annotationOn === context) || (l.link_anchor_1 === doc && Cast(l.link_anchor_2, Doc, null)?.annotationOn === context));
         if (context && !hasContextAnchor && (context.type === DocumentType.VID || context.type === DocumentType.WEB || context.type === DocumentType.PDF || context.type === DocumentType.IMG)) {
             const pushpin = Docs.Create.FontIconDocument({
-                title: 'pushpin',
-                icon_label: '',
+                title: '',
                 annotationOn: Cast(doc.annotationOn, Doc, null),
                 followLinkToggle: true,
                 icon: 'map-pin',
@@ -1908,6 +1955,31 @@ export namespace DocUtils {
         return dd;
     }
 
+    export function assignImageInfo(result: Upload.FileInformation, proto: Doc) {
+        if (Upload.isImageInformation(result)) {
+            const maxNativeDim = Math.min(Math.max(result.nativeHeight, result.nativeWidth), defaultNativeImageDim);
+            const exifRotation = StrCast((result.exifData?.data as any)?.Orientation).toLowerCase();
+            proto['data-nativeOrientation'] = result.exifData?.data?.image?.Orientation ?? (exifRotation.includes('rotate 90') || exifRotation.includes('rotate 270') ? 5 : undefined);
+            proto['data_nativeWidth'] = result.nativeWidth < result.nativeHeight ? (maxNativeDim * result.nativeWidth) / result.nativeHeight : maxNativeDim;
+            proto['data_nativeHeight'] = result.nativeWidth < result.nativeHeight ? maxNativeDim : maxNativeDim / (result.nativeWidth / result.nativeHeight);
+            if (NumCast(proto['data-nativeOrientation']) >= 5) {
+                proto['data_nativeHeight'] = result.nativeWidth < result.nativeHeight ? (maxNativeDim * result.nativeWidth) / result.nativeHeight : maxNativeDim;
+                proto['data_nativeWidth'] = result.nativeWidth < result.nativeHeight ? maxNativeDim : maxNativeDim / (result.nativeWidth / result.nativeHeight);
+            }
+            proto.data_exif = JSON.stringify(result.exifData?.data);
+            proto.data_contentSize = result.contentSize;
+            // exif gps data coordinates are stored in DMS (Degrees Minutes Seconds), the following operation converts that to decimal coordinates
+            const latitude = result.exifData?.data?.GPSLatitude;
+            const latitudeDirection = result.exifData?.data?.GPSLatitudeRef;
+            const longitude = result.exifData?.data?.GPSLongitude;
+            const longitudeDirection = result.exifData?.data?.GPSLongitudeRef;
+            if (latitude !== undefined && longitude !== undefined && latitudeDirection !== undefined && longitudeDirection !== undefined) {
+                proto.latitude = ConvertDMSToDD(latitude[0], latitude[1], latitude[2], latitudeDirection);
+                proto.longitude = ConvertDMSToDD(longitude[0], longitude[1], longitude[2], longitudeDirection);
+            }
+        }
+    }
+
     async function processFileupload(generatedDocuments: Doc[], name: string, type: string, result: Error | Upload.FileInformation, options: DocumentOptions, overwriteDoc?: Doc) {
         if (result instanceof Error) {
             alert(`Upload failed: ${result.message}`);
@@ -1919,28 +1991,7 @@ export namespace DocUtils {
         if (doc) {
             const proto = Doc.GetProto(doc);
             proto.text = result.rawText;
-            if (Upload.isImageInformation(result)) {
-                const maxNativeDim = Math.min(Math.max(result.nativeHeight, result.nativeWidth), defaultNativeImageDim);
-                const exifRotation = StrCast((result.exifData?.data as any)?.Orientation).toLowerCase();
-                proto['data-nativeOrientation'] = result.exifData?.data?.image?.Orientation ?? (exifRotation.includes('rotate 90') || exifRotation.includes('rotate 270') ? 5 : undefined);
-                proto['data_nativeWidth'] = result.nativeWidth < result.nativeHeight ? (maxNativeDim * result.nativeWidth) / result.nativeHeight : maxNativeDim;
-                proto['data_nativeHeight'] = result.nativeWidth < result.nativeHeight ? maxNativeDim : maxNativeDim / (result.nativeWidth / result.nativeHeight);
-                if (NumCast(proto['data-nativeOrientation']) >= 5) {
-                    proto['data_nativeHeight'] = result.nativeWidth < result.nativeHeight ? (maxNativeDim * result.nativeWidth) / result.nativeHeight : maxNativeDim;
-                    proto['data_nativeWidth'] = result.nativeWidth < result.nativeHeight ? maxNativeDim : maxNativeDim / (result.nativeWidth / result.nativeHeight);
-                }
-                proto.data_exif = JSON.stringify(result.exifData?.data);
-                proto.data_contentSize = result.contentSize;
-                // exif gps data coordinates are stored in DMS (Degrees Minutes Seconds), the following operation converts that to decimal coordinates
-                const latitude = result.exifData?.data?.GPSLatitude;
-                const latitudeDirection = result.exifData?.data?.GPSLatitudeRef;
-                const longitude = result.exifData?.data?.GPSLongitude;
-                const longitudeDirection = result.exifData?.data?.GPSLongitudeRef;
-                if (latitude !== undefined && longitude !== undefined && latitudeDirection !== undefined && longitudeDirection !== undefined) {
-                    proto.latitude = ConvertDMSToDD(latitude[0], latitude[1], latitude[2], latitudeDirection);
-                    proto.longitude = ConvertDMSToDD(longitude[0], longitude[1], longitude[2], longitudeDirection);
-                }
-            }
+            !(result instanceof Error) && DocUtils.assignImageInfo(result, proto);
             if (Upload.isVideoInformation(result)) {
                 proto.data_duration = result.duration;
             }
@@ -1951,27 +2002,29 @@ export namespace DocUtils {
         }
     }
 
-    export function GetNewTextDoc(title: string, x: number, y: number, width?: number, height?: number, noMargins?: boolean, annotationOn?: Doc, backgroundColor?: string) {
+    export function GetNewTextDoc(title: string, x: number, y: number, width?: number, height?: number, annotationOn?: Doc, backgroundColor?: string) {
+        const defaultTextTemplate = DocCast(Doc.UserDoc().defaultTextLayout);
         const tbox = Docs.Create.TextDocument('', {
-            _xMargin: noMargins ? 0 : undefined,
-            _yMargin: noMargins ? 0 : undefined,
             annotationOn,
             backgroundColor,
-            _width: width || 200,
-            _height: 35,
-            x: x,
-            y: y,
-            _layout_centered: BoolCast(Doc.UserDoc().layout_centered),
-            _layout_fitWidth: true,
-            _layout_autoHeight: true,
-            _layout_enableAltContentUI: BoolCast(Doc.UserDoc().defaultToFlashcards),
+            x,
+            y,
             title,
+            ...(defaultTextTemplate
+                ? {} // if the new doc will inherit from a template, don't set any layout fields since that would block the inheritance
+                : {
+                      _width: width || 200,
+                      _height: 35,
+                      _layout_centered: BoolCast(Doc.UserDoc()._layout_centered),
+                      _layout_fitWidth: true,
+                      _layout_autoHeight: true,
+                  }),
         });
-        const template = Doc.UserDoc().defaultTextLayout;
-        if (template instanceof Doc) {
-            tbox._width = NumCast(template._width);
-            tbox.layout_fieldKey = 'layout_' + StrCast(template.title);
-            Doc.GetProto(tbox)[StrCast(tbox.layout_fieldKey)] = template;
+
+        if (defaultTextTemplate) {
+            tbox.layout_fieldKey = 'layout_' + StrCast(defaultTextTemplate.title);
+            Doc.GetProto(tbox)[StrCast(tbox.layout_fieldKey)] = defaultTextTemplate; // set the text doc's layout to render with the text template
+            tbox[DocData].proto = defaultTextTemplate; // and also set the text doc to inherit from the template (this allows the template to specify default field values)
         }
         return tbox;
     }