Explain how scripts, templates and presets get to each machine

app/src/App.tsx

@@ -1,4 +1,4 @@
-import { useCallback, useEffect, useState } from "react";
+import { useCallback, useEffect, useMemo, useState } from "react";
 import { listen } from "@tauri-apps/api/event";
 import { getCurrentWebview } from "@tauri-apps/api/webview";
 import {
@@ -30,6 +30,7 @@ import { Vault } from "./screens/Vault";
 import { Scanning } from "./screens/Scanning";
 import { Settings } from "./screens/Settings";
 import { Setup, SetupOffer } from "./screens/Setup";
+import { ShellContext, type Shell } from "./shell";
 import { applyFirstRun, FirstRun, finishLanIfPending, type FirstRunAnswers } from "./FirstRun";
 import { resetTour, Tour, tourPending } from "./Tour";
 import { Banner, Button, Loading, Mark, NavTab } from "./ui";
@@ -218,7 +219,35 @@ export default function App() {
 
   const canCompare = !!view && view.golden_version !== null && view.machines.length > 0;
 
+  // For parts deep in a screen (the files guide): the Link dialog, tabs, and
+  // whether this is the Primary Rig's machine.
+  const isPrimary = !!view?.machines.some((m) => m.golden_source && m.is_this_machine);
+  const thisId = overview?.machine?.id ?? null;
+  const ownPlan = canCompare && !!thisId && !isPrimary;
+  const shell = useMemo<Shell>(
+    () => ({
+      linked,
+      isPrimary,
+      link: () => setLinking("choose"),
+      setUpSync: () => {
+        setTab("rig");
+        setSyncSetupAt(Date.now());
+      },
+      settings: () => setTab("settings"),
+      upToSpeed:
+        ownPlan && thisId
+          ? () => {
+              setFocus({ id: thisId, plan: true, at: Date.now() });
+              setCompareId(thisId);
+              setTab("compare");
+            }
+          : null,
+    }),
+    [linked, isPrimary, ownPlan, thisId],
+  );
+
   return (
+    <ShellContext.Provider value={shell}>
     <main className="flex h-full flex-col bg-canvas text-fg antialiased">
       {overview?.machine && !scanning && !updateScan && !replay && (
         <nav className="flex h-10 shrink-0 items-center gap-0.5 border-b border-line bg-panel px-2">
@@ -353,5 +382,6 @@ export default function App() {
         />
       )}
     </main>
+    </ShellContext.Provider>
   );
 }

app/src/Backup.tsx

@@ -637,8 +637,8 @@ export function SyncHint() {
   return (
     <>
       Which cloud service do you use? Pick the same one on each machine. New and changed templates, scripts and presets
-      go through a <span className="font-medium">Patch Pilot Backup</span> folder there and land on your other machines
-      on their own.
+      go through a <span className="font-medium">Patch Pilot Backup</span> folder there and land on your linked
+      machines on their own.
     </>
   );
 }
@@ -993,7 +993,7 @@ function restoreSummary(r: RestoreReport): string {
 }
 
 /** "Dropbox", or the folder's name. */
-function placeName(view: BackupView): string {
+export function placeName(view: BackupView): string {
   if (view.github) return "GitHub";
   if (view.lan) return "your home network";
   const cloud = view.clouds.find((c) => c.path === view.settings.folder);

app/src/BringOver.tsx

@@ -2,6 +2,7 @@ import { useCallback, useEffect, useMemo, useState, type ReactNode } from "react
 import { bringFiles, fileKey, filesToBring, ignoreItems, type BringResult, type BringView, type FileToBring } from "./api";
 import { bringSummary, isReaperScript, isTemplate, Needs } from "./bring";
 import { IgnoreButton, IgnoredToggle, pathRules } from "./Ignore";
+import { useShell } from "./shell";
 import { Badge, Button, buildTree, Card, Folder, FolderTree, isConflictCopy, Tile, treeItems, useFolders } from "./ui";
 
 /**
@@ -19,6 +20,7 @@ export function BringOver({ onError }: { onError: (e: string) => void }) {
   const [busy, setBusy] = useState(false);
   const [result, setResult] = useState<BringResult | null>(null);
   const [leftOut, setLeftOut] = useState(0);
+  const shell = useShell();
 
   const files = useMemo(() => view?.files ?? [], [view]);
   const needs = useMemo(() => new Needs(files), [files]);
@@ -162,8 +164,13 @@ export function BringOver({ onError }: { onError: (e: string) => void }) {
       }
     >
       {!view.linked && files.length > 0 && (
-        <p className="mt-1.5 text-[11px] text-dim">
-          Link this machine with the Primary one (Link a machine, top bar) to bring these over.
+        <p className="mt-1.5 flex flex-wrap items-center gap-x-1 text-[11px] text-dim">
+          Link this machine with the Primary one to bring these over.
+          {shell && (
+            <Button variant="link" className="h-5 px-1 text-[11px]" onClick={shell.link}>
+              Link a machine…
+            </Button>
+          )}
         </p>
       )}
 

app/src/FilesGuide.tsx

@@ -0,0 +1,177 @@
+import { useEffect, useState, type ReactNode } from "react";
+import { backupView, onBackupChanged, onSyncChanged, type BackupView } from "./api";
+import { placeName } from "./Backup";
+import { useShell } from "./shell";
+import { Button, Notice, Tile, useFolders, type GlyphName, type Tone } from "./ui";
+
+/** The screen the guide is on: a button to that same screen is left out. */
+type Where = "plan" | "setup" | "rig" | "settings";
+
+/**
+ * How scripts, templates and presets get to a machine (decision #122). A
+ * first-time user found the ways spread over This machine, Get Up To Speed
+ * and Settings with nothing tying them together, so this one line names the
+ * next thing to set up and opens to the ways in order: link the machines,
+ * Bring over what's missing, Keep Files in Sync (a cloud folder, GitHub or
+ * the home network), Choose what syncs, and what never travels. Each says
+ * whether it's done here and has its button.
+ *
+ * On a checklist it starts open until syncing is on; elsewhere it starts
+ * folded. Once toggled, that's remembered. On This machine it shows only
+ * while something is left to set up, since Sync & backup says the rest.
+ */
+export function FilesGuide({ where }: { where: Where }) {
+  const shell = useShell();
+  const [view, setView] = useState<BackupView | null>(null);
+  useEffect(() => {
+    const load = () => backupView().then(setView, () => {});
+    load();
+    const offBackup = onBackupChanged(load);
+    const offSync = onSyncChanged(load);
+    return () => {
+      offBackup.then((f) => f());
+      offSync.then((f) => f());
+    };
+  }, []);
+  const syncing = !!view?.settings.keep_in_sync;
+  const checklist = where === "plan" || where === "setup";
+  const folders = useFolders("files-guide", () => checklist && !syncing);
+  if (!shell || !view) return null;
+
+  const { linked, isPrimary } = shell;
+  if (where === "rig" && linked && syncing) return null;
+  const place = placeName(view);
+  const open = folders.isOpen("guide");
+
+  const linkButton = (
+    <Button variant="link" className="h-6 shrink-0 px-2" onClick={shell.link}>
+      Link a machine…
+    </Button>
+  );
+  const syncButton = where !== "settings" && (
+    <Button variant="link" className="h-6 shrink-0 px-2" onClick={shell.setUpSync}>
+      Set up sync…
+    </Button>
+  );
+
+  let tone: Tone = "accent";
+  let text: string;
+  let next: ReactNode = null;
+  if (!linked) {
+    text = syncing
+      ? `Syncing through ${place}. Link your other machines so they can share it.`
+      : "Link your machines so these can move between them.";
+    next = linkButton;
+  } else if (!syncing) {
+    text = isPrimary
+      ? "Turn on Keep Files in Sync so new ones reach your other machines."
+      : "Bring over copies them once; Keep Files in Sync keeps them matching.";
+    next = syncButton;
+  } else if (!view.dir) {
+    tone = "warn";
+    text = `Keep Files in Sync is on, but ${place} isn't there now (signed out, or not connected).`;
+  } else {
+    tone = "ok";
+    text = `Kept in sync with your other machines through ${place}.`;
+  }
+
+  const bringText = isPrimary
+    ? "This machine is the Primary Rig, so your other machines bring over its templates, scripts, themes and presets from their Get Up To Speed."
+    : `${checklist ? "The Bring over step" : "Get Up To Speed's Bring over step"} copies the Primary Rig's templates, scripts, themes and presets this machine lacks, with the files each needs. Anything replaced is saved first.`;
+
+  return (
+    <Notice
+      tone={tone}
+      icon="copies"
+      text={
+        <span className="text-dim">
+          <span className="font-medium text-fg">Scripts, templates and presets</span> · {text}
+        </span>
+      }
+      actions={!open && next}
+      open={open}
+      onToggle={() => folders.toggle("guide")}
+      toggle={["How it works", "Hide"]}
+    >
+      <ol className="flex flex-col gap-2">
+        <Way glyph="link" title="Link your machines" done={linked && "Linked"} action={!linked && linkButton}>
+          Files only move between linked machines. Show a code on one and type it on the other.
+        </Way>
+        <Way
+          glyph="copies"
+          title="Bring over what's missing"
+          action={
+            !checklist &&
+            shell.upToSpeed && (
+              <Button variant="link" className="h-6 shrink-0 px-2" onClick={shell.upToSpeed}>
+                Open Up To Speed
+              </Button>
+            )
+          }
+        >
+          {bringText}
+        </Way>
+        <Way
+          glyph="sync"
+          title="Keep Files in Sync, on every machine"
+          done={syncing && `On, through ${place}`}
+          action={!syncing && syncButton}
+        >
+          Pick the same cloud folder (Dropbox, Google Drive, OneDrive, iCloud), private GitHub repo or home network
+          on each. New, changed and renamed files then travel both ways on their own; History can undo each.
+        </Way>
+        <Way
+          glyph="sliders"
+          title="Choose what syncs"
+          action={
+            where !== "settings" && (
+              <Button variant="link" className="h-6 shrink-0 px-2" onClick={shell.settings}>
+                Choose…
+              </Button>
+            )
+          }
+        >
+          {where === "settings" ? "Under What syncs below" : "In Settings"}, untick a kind to keep it this machine's
+          own. DAW settings such as shortcuts and menus change only while that DAW is closed.
+        </Way>
+      </ol>
+      <p className="text-[11px] leading-relaxed text-dim">
+        <span className="font-medium text-fg">Never copied:</span> plug-ins, Reaper extensions (SWS, ReaPack,
+        ReaImGui) and sample libraries need their own installers, so{" "}
+        {checklist ? "they're steps in this checklist" : "Get Up To Speed lists them"}. Reaper's folder settings and
+        ReaPack repositories are set from {checklist ? "the" : "Get Up To Speed's"} Reaper setup card. reaper.ini and
+        audio and MIDI settings stay with each machine.
+      </p>
+    </Notice>
+  );
+}
+
+/** One way files travel: its icon (a green tick once done here), what it is, and its button. */
+function Way({
+  glyph,
+  title,
+  done = false,
+  action,
+  children,
+}: {
+  glyph: GlyphName;
+  title: string;
+  /** What's done here, shown in green beside the title. */
+  done?: string | false;
+  action?: ReactNode;
+  children: ReactNode;
+}) {
+  return (
+    <li className="flex items-start gap-2.5">
+      <Tile name={done ? "check" : glyph} tone={done ? "ok" : "accent"} className="" />
+      <div className="min-w-0 flex-1">
+        <p className="font-medium">
+          {title}
+          {done && <span className="ml-2 text-[11px] font-normal text-ok">{done}</span>}
+        </p>
+        <p className="text-[11px] leading-relaxed text-dim">{children}</p>
+      </div>
+      {action}
+    </li>
+  );
+}

app/src/Tour.tsx

@@ -185,7 +185,7 @@ function SyncStep() {
   }
 
   const intro =
-    "Templates, scripts, presets and DAW settings reach your other machines on their own. Choose what syncs on each machine; Reaper shortcuts move between PC and Mac keys.";
+    "Link your machines, then pick the same cloud folder on each. Templates, scripts, presets and DAW settings then reach the others on their own; Get Up To Speed brings over what a machine still lacks. Choose what syncs per machine; Reaper shortcuts move between PC and Mac keys.";
   if (view?.github && view.settings.keep_in_sync) {
     return (
       <>
@@ -216,7 +216,7 @@ function SyncStep() {
             missing={false}
             preferred={view.settings.folder ?? view.transfer_folder}
             onChoose={choose}
-            hint="Which cloud service do you use? Pick the same one on each machine, or GitHub later on This machine."
+            hint="Which cloud service do you use? Pick the same one on each machine, or GitHub or your home network later on This machine."
           />
         </span>
       )}

app/src/screens/Compare.tsx

@@ -50,6 +50,7 @@ import { TemplateLine } from "../Templates";
 import { DiskList, DiskSummary, LowDiskNotice } from "../Disks";
 import { ReaperExtensionsNotice } from "../ReaperExtensions";
 import { ReaperStartupNotice } from "../ReaperStartup";
+import { FilesGuide } from "../FilesGuide";
 import {
   Badge,
   Button,
@@ -1802,6 +1803,7 @@ function PlanView({
         )}
         {progress && <OtherFormatsNote items={progress.other_formats} />}
         <IgnoredNotice ignores={ignores} machine={here ? null : id} name={name} onError={onError} />
+        {here && <FilesGuide where="plan" />}
       </Panel>
       <StepList steps={steps} scope={`plan.${id}`} onTick={tick} actions={actions} className="mx-3 mt-3" />
       {here && progress && <StepExtras steps={steps} onError={onError} className="mx-3 mt-3" />}

app/src/screens/Rig.tsx

@@ -1,4 +1,5 @@
 import { BackupLine } from "../Backup";
+import { FilesGuide } from "../FilesGuide";
 import { BigFiles } from "../BigFiles";
 import { useEffect, useMemo, useState, type ReactNode } from "react";
 import {
@@ -138,6 +139,7 @@ export function Rig({
       <Panel className="mx-3 mt-3 p-1">
         <GoldenLine golden={golden} busy={busy} onMakeGolden={onMakeGolden} />
         <BackupLine onError={onError} fresh={!golden} openAt={syncSetupAt} />
+        <FilesGuide where="rig" />
         {setupOffer}
         {/* Errors here surface where the files are listed, on Up To Speed. */}
         <BigFiles onError={() => {}} compact />

app/src/screens/Settings.tsx

@@ -27,6 +27,7 @@ import {
   type Theme,
 } from "../api";
 import { BackupLine, SyncChoices } from "../Backup";
+import { FilesGuide } from "../FilesGuide";
 import { IgnoredToggle, useIgnores } from "../Ignore";
 import { Button, Glyph, Label, Loading, Panel, type GlyphName } from "../ui";
 
@@ -100,6 +101,7 @@ export function Settings({
 
       <Section title="Sync" icon="sync" flush>
         <BackupLine onError={onError} fresh={false} choices={false} />
+        <FilesGuide where="settings" />
       </Section>
 
       <Section title="What syncs" icon="copies">

app/src/screens/Setup.tsx

@@ -23,6 +23,7 @@ import {
 import { RestoreFromBackup } from "../Backup";
 import { BigFiles } from "../BigFiles";
 import { BringOver } from "../BringOver";
+import { FilesGuide } from "../FilesGuide";
 import { ReaperExtras } from "../ReaperExtras";
 import { IgnoreButton, IgnoredNotice, productRules, useIgnores } from "../Ignore";
 import { AppButton } from "./Compare";
@@ -137,8 +138,9 @@ function Start({
           <h1 className="text-base font-semibold">Set up this machine</h1>
           <p className="mt-1 text-xs leading-relaxed text-dim">
             Patch Pilot lists what this machine needs from your Primary Rig, in the order to do it: licences and
-            vendor apps first, then plug-ins, then your DAW files. It never installs or copies plug-ins for you. As
-            you install things, it ticks them off after each rescan, and you get a report at the end.
+            vendor apps first, then plug-ins, then your DAW files. It never installs or copies plug-ins for you, but
+            once your machines are linked it can bring over your templates, scripts and presets. As you install things,
+            it ticks them off after each rescan, and you get a report at the end.
           </p>
         </div>
       </div>
@@ -300,6 +302,7 @@ function Progress({
         )}
         <OtherFormatsNote items={p.other_formats} />
         <IgnoredNotice ignores={ignores} machine={null} onError={onError} />
+        <FilesGuide where="setup" />
       </Panel>
 
       <StepList