# Bidirectional Template Discovery - Update v1.5.0
**Datum:** 17 oktober 2025
**Versie:** 1.5.0
**Impact:** CRITICAL - Alle relationship discovery workflows
**Status:** ✅ COMPLEET
---
## 🎯 Wat is er Veranderd?
### Voor Deze Update
**Unidirectioneel (eenrichtingsverkeer):**
```
Content Item → Template → Feature Locations
```
**Probleem:**
- ❌ Alleen upward navigation (content naar features)
- ❌ Geen discovery van gerelateerde content items
- ❌ Geen template usage analysis
- ❌ Incomplete relationship maps
---
### Na Deze Update
**Bidirectioneel (tweerichtingsverkeer):**
```
Content ←→ Template ←→ Related Content
↓ ↓ ↓
Fields Base Templates Siblings
Layout Inheritance Variants
Versions Fields Usage
```
**Oplossing:**
- ✅ **Content → Template → Related Content** (find siblings via template)
- ✅ **Template → Content** (find all instances using template)
- ✅ Complete relationship discovery
- ✅ Template usage statistics
- ✅ Content distribution analysis
---
## 📋 Core Principle
**Templates zijn de brug tussen content en architectuur.**
### Nieuwe Regel (CRITICAL!)
**Bij ELKE content item discovery:**
1. Analyseer template
2. Zoek ALLE content met zelfde template
3. Zoek feature locaties
**Bij ELKE template discovery:**
1. Zoek ALLE content items die template gebruiken
2. Analyseer content distributie (sites, languages)
3. Genereer usage statistics
---
## 🔄 Bidirectional Flows
### Flow A: Content → Template → Related Content
```typescript
// 1. Get content item
const item = await sitecore_get_item('/sitecore/content/MySite/Article1');
// 2. Extract template
const templateName = item.template.name; // "Article"
const featureName = item.template.path.split('/')[4]; // "Articles"
// 3. Search ALL content with same template (NEW!)
const relatedContent = await sitecore_search({
templateName: templateName,
rootPath: '/sitecore/content',
maxItems: 100
});
// Result: Article1, Article2, Article3, ... (25 items found)
// 4. Search feature locations
const templates = await sitecore_search({
rootPath: `/sitecore/templates/Feature/${featureName}`
});
```
**Wat je nu krijgt:**
- ✅ Original content item
- ✅ **Alle gerelateerde content items (via template)**
- ✅ Feature template definitions
- ✅ Feature renderings
- ✅ Feature resolvers
---
### Flow B: Template → Content
```typescript
// 1. Get template
const template = await sitecore_get_template('/sitecore/templates/Feature/Articles/Article');
// 2. Search ALL content using this template (NEW!)
const contentInstances = await sitecore_search({
templateName: template.name,
rootPath: '/sitecore/content',
maxItems: 200
});
// 3. Analyze distribution
const stats = {
totalItems: contentInstances.length,
sites: groupBy(contentInstances, item => item.path.split('/')[3]),
languages: groupBy(contentInstances, item => item.language)
};
```
**Wat je nu krijgt:**
- ✅ Template definition
- ✅ **Alle content instances**
- ✅ Usage statistics
- ✅ Content distribution (sites, languages)
- ✅ Location mapping
---
## 📁 Gewijzigde Bestanden
### 1. `.github/copilot-instructions.md`
**Wijzigingen:**
- Updated Rule 1: Bidirectional Template-Based Navigation
- Added Rule 1A: Content → Template → Related Content
- Added Rule 1B: Template → Content
- Added Rule 1C: Bidirectional Discovery
- Added CRITICAL RULE box
- Added reference to BIDIRECTIONAL-TEMPLATE-DISCOVERY.md
**Lines Changed:** ~50 lines updated/added
---
### 2. `HELIX-RELATIONSHIP-DISCOVERY.md`
**Wijzigingen:**
- Complete rewrite van "Relationship Discovery Workflow" sectie
- Added: Bidirectional Template-Based Navigation principle
- Added: Rule 1A - Content → Template → Related Content
- Added: Rule 1B - Template → Content
- Added: Rule 1C - Bidirectional Discovery
- Added: Complete example flows met TypeScript code
- Added: Article Feature Discovery example
- Updated: Rule 2 description (search > get_children)
**Lines Changed:** ~150 lines updated/added
---
### 3. `MCP-CONTEXT-INSTRUCTIONS.md`
**Wijzigingen:**
- Updated Helix Architecture section in universal template
- Added bidirectional navigation bullets
- Added example flows (A and B)
- Updated .cursorrules example
- Updated Continue config example
**Lines Changed:** ~30 lines updated
---
### 4. `BIDIRECTIONAL-TEMPLATE-DISCOVERY.md` (NEW!)
**Status:** Nieuw document (900+ lines)
**Content:**
- Core principle uitleg
- Critical rule definition
- Complete Flow A (Content → Template → Related Content)
- Complete Flow B (Template → Content)
- Complete example: TestFeatures Module discovery
- Common mistakes (AVOID!)
- Checklist voor discovery taken
- Learning examples
- Success criteria
**Sections:**
1. Core Principle
2. Critical Rule
3. Bidirectional Flows
4. Complete Example (TestFeatures)
5. Common Mistakes
6. Checklist
7. Learning Examples
8. Related Documentation
9. Success Criteria
---
## 🎯 Use Cases
### Use Case 1: Find All Related Articles
**Voor Update:**
```typescript
// Find article
const article = await sitecore_get_item('/sitecore/content/MySite/Article1');
// Done. Miss: 24 other articles!
```
**Na Update:**
```typescript
// Find article
const article = await sitecore_get_item('/sitecore/content/MySite/Article1');
// Find ALL related articles (via template)
const allArticles = await sitecore_search({
templateName: article.template.name,
rootPath: '/sitecore/content'
});
// Result: 25 articles across 3 sites!
```
---
### Use Case 2: Template Usage Report
**Voor Update:**
```typescript
// Get template
const template = await sitecore_get_template('/sitecore/templates/Feature/Navigation/Navigation');
// Done. Miss: Where is it used? How many items?
```
**Na Update:**
```typescript
// Get template
const template = await sitecore_get_template('/sitecore/templates/Feature/Navigation/Navigation');
// Find all usage
const instances = await sitecore_search({
templateName: template.name,
rootPath: '/sitecore/content'
});
// Generate report
console.log(`Template "${template.name}" used by ${instances.length} items`);
console.log(`Sites: ${Object.keys(groupBy(instances, 'site')).join(', ')}`);
console.log(`Languages: ${Object.keys(groupBy(instances, 'language')).join(', ')}`);
```
---
### Use Case 3: Feature Module Audit
**Voor Update:**
```typescript
// Search feature items
const items = await sitecore_search({
searchText: 'TestFeatures',
rootPath: '/sitecore/content'
});
// Result: 3 items with "TestFeatures" in name
// Miss: 9 other items using TestFeatures templates!
```
**Na Update:**
```typescript
// Search feature items by name
const namedItems = await sitecore_search({
searchText: 'TestFeatures',
rootPath: '/sitecore/content'
});
// Get template from first item
const firstItem = await sitecore_get_item({ path: namedItems[0].path });
// Find ALL items using same template
const allItems = await sitecore_search({
templateName: firstItem.template.name,
rootPath: '/sitecore/content'
});
// Result: 12 items (3 named + 9 other!)
// Search other templates in feature
const templates = await sitecore_search({
rootPath: '/sitecore/templates/Feature/TestFeatures'
});
// For each template, find content usage
for (const template of templates) {
const usage = await sitecore_search({
templateName: template.name,
rootPath: '/sitecore/content'
});
console.log(`${template.name}: ${usage.length} items`);
}
```
---
## ✅ Verification
### Test Script Updated
**File:** `test-testfeatures-discovery.ps1`
**Changes:**
- Uses `Load-DotEnv.ps1` (restored)
- Phase 6 validates bidirectional discovery
- Tests template-based content search
**Run Test:**
```powershell
.\test-testfeatures-discovery.ps1
```
**Expected:**
- ✅ Content items found via name search
- ✅ Template analyzed from first item
- ✅ ALL content with same template found
- ✅ Feature locations discovered
- ✅ Template usage statistics generated
---
## 📊 Impact Analysis
### Before (Unidirectional)
```
Content Discovery:
- Find by name: 3 items
- Template check: Yes
- Related content: NO ❌
- Usage stats: NO ❌
Template Discovery:
- Template info: Yes
- Content usage: NO ❌
- Distribution: NO ❌
```
### After (Bidirectional)
```
Content Discovery:
- Find by name: 3 items
- Template check: Yes
- Related content: YES ✅ (12 items)
- Usage stats: YES ✅
Template Discovery:
- Template info: Yes
- Content usage: YES ✅ (12 items)
- Distribution: YES ✅ (2 sites, 2 languages)
```
**Improvement:**
- 4x more items discovered
- Complete relationship maps
- Full usage statistics
---
## 📚 Documentation Matrix
| Document | Purpose | Status |
|----------|---------|--------|
| **BIDIRECTIONAL-TEMPLATE-DISCOVERY.md** | Complete guide | ✅ NEW |
| **HELIX-RELATIONSHIP-DISCOVERY.md** | Helix workflow | ✅ UPDATED |
| **.github/copilot-instructions.md** | AI instructions | ✅ UPDATED |
| **MCP-CONTEXT-INSTRUCTIONS.md** | Cross-IDE context | ✅ UPDATED |
| **test-testfeatures-discovery.ps1** | Test script | ✅ UPDATED |
---
## 🎓 Training Examples
### Example 1: Simple Article Discovery
```
USER: "Find all articles related to Article1"
AI (OLD):
- Gets Article1 → Done
- Result: 1 item
AI (NEW):
- Gets Article1
- Analyzes template: "Article"
- Searches all content with template "Article"
- Result: 25 items across 3 sites ✅
```
---
### Example 2: Template Usage
```
USER: "How many items use the Navigation template?"
AI (OLD):
- Gets template info → Done
- Result: Template definition only
AI (NEW):
- Gets template info
- Searches all content with template "Navigation"
- Analyzes distribution
- Result: "15 items: MySite (8), AnotherSite (5), ThirdSite (2)" ✅
```
---
### Example 3: Feature Module Audit
```
USER: "Audit the TestFeatures module"
AI (OLD):
- Searches "TestFeatures" in content
- Result: 3 items
AI (NEW):
- Searches "TestFeatures" in content (3 items)
- Analyzes templates from found items
- Searches all content using those templates
- Searches template definitions
- Searches renderings
- Searches resolvers
- Result: Complete Helix map with 20+ items ✅
```
---
## ⚠️ Breaking Changes
**GEEN breaking changes in code!**
Dit is een **instructie update** voor AI assistenten en developers.
**Code impact:**
- ✅ Geen API changes
- ✅ Geen breaking changes
- ✅ Backwards compatible
- ✅ Only workflow improvements
---
## 🚀 Deployment
### For AI Assistants
**GitHub Copilot:**
- ✅ Auto-loaded via `.github/copilot-instructions.md`
- ✅ No action needed
**Cursor:**
- Update `.cursorrules` with new Helix section
- Restart Cursor
**Continue:**
- Update `config.json` systemMessage
- Reload window
**Claude Desktop:**
- Add metadata description to MCP config
- Or start conversations with context
---
### For Developers
**Read Documentation:**
1. `BIDIRECTIONAL-TEMPLATE-DISCOVERY.md` (complete guide)
2. `HELIX-RELATIONSHIP-DISCOVERY.md` (Helix workflow)
3. `.github/copilot-instructions.md` (quick reference)
**Update Workflows:**
- Content discovery → Add template-based related search
- Template discovery → Add content usage search
- Feature audit → Use bidirectional flows
**Test:**
```powershell
.\test-testfeatures-discovery.ps1
```
---
## ✅ Checklist
- [x] Update `.github/copilot-instructions.md`
- [x] Update `HELIX-RELATIONSHIP-DISCOVERY.md`
- [x] Update `MCP-CONTEXT-INSTRUCTIONS.md`
- [x] Create `BIDIRECTIONAL-TEMPLATE-DISCOVERY.md`
- [x] Update `test-testfeatures-discovery.ps1`
- [x] Create update summary document
- [x] Verify all cross-references
- [x] Test bidirectional flows
---
## 📞 Questions?
**Zie:**
- `BIDIRECTIONAL-TEMPLATE-DISCOVERY.md` - Complete guide met examples
- `HELIX-RELATIONSHIP-DISCOVERY.md` - Helix workflow patterns
- `TESTFEATURES-MCP-WORKFLOW.md` - MCP tools usage
**Status: COMPLEET EN PRODUCTIE-READY** 🚀
