@open-agreements/open-agreements 0.2.2 → 0.3.0

package/dist/core/checklist/format-checklist-docx.js

@@ -0,0 +1,321 @@
+/**
+ * Post-fill formatter for closing-checklist DOCX files.
+ *
+ * After docx-templates fills the template, every row looks identical.
+ * This formatter opens the DOCX, finds the Documents table, classifies
+ * each row (stage heading, main entry, citation, signatory, action, issue),
+ * and applies semantic XML formatting: bold, italic, color, indentation.
+ */
+import AdmZip from 'adm-zip';
+import { DOMParser, XMLSerializer } from '@xmldom/xmldom';
+const W_NS = 'http://schemas.openxmlformats.org/wordprocessingml/2006/main';
+const DOCUMENTS_HEADERS = ['No.', 'Title', 'Status', 'Responsible Party'];
+function classifyRow(numberText, titleText) {
+    // Stage heading: number cell empty, title matches roman numeral pattern
+    if (!numberText.trim() && /^[IVX]+\.\s/.test(titleText.trim())) {
+        return 'stage_heading';
+    }
+    // Main entry: number cell non-empty
+    if (numberText.trim()) {
+        return 'main_entry';
+    }
+    // Sub-rows: number cell empty, classify by title content
+    const stripped = titleText.replace(/^\u00A0+/, '').trim();
+    if (stripped.startsWith('Ref:'))
+        return 'citation';
+    if (/^\u2610\s+Signatory:|^\u2611\s+Signatory:|^Signatory:/.test(stripped))
+        return 'signatory';
+    if (/^\u2610\s+Action\s|^\u2611\s+Action\s|^Action\s/.test(stripped))
+        return 'action';
+    if (/^\u2610\s+Issue\s|^\u2611\s+Issue\s|^Issue\s/.test(stripped))
+        return 'issue';
+    return 'unknown';
+}
+// ---------------------------------------------------------------------------
+// XML helpers (same patterns as recipe/patcher.ts)
+// ---------------------------------------------------------------------------
+function ensureRunProperties(run) {
+    const doc = run.ownerDocument;
+    const children = run.childNodes;
+    for (let i = 0; i < children.length; i++) {
+        const child = children[i];
+        if (child.localName === 'rPr' && child.namespaceURI === W_NS) {
+            return child;
+        }
+    }
+    const rPr = doc.createElementNS(W_NS, 'w:rPr');
+    run.insertBefore(rPr, run.firstChild);
+    return rPr;
+}
+function setRunBold(run) {
+    const rPr = ensureRunProperties(run);
+    // Check if <w:b/> already exists
+    const children = rPr.childNodes;
+    for (let i = 0; i < children.length; i++) {
+        const child = children[i];
+        if (child.localName === 'b' && child.namespaceURI === W_NS)
+            return;
+    }
+    const doc = run.ownerDocument;
+    const b = doc.createElementNS(W_NS, 'w:b');
+    rPr.appendChild(b);
+}
+function setRunItalic(run) {
+    const rPr = ensureRunProperties(run);
+    const children = rPr.childNodes;
+    for (let i = 0; i < children.length; i++) {
+        const child = children[i];
+        if (child.localName === 'i' && child.namespaceURI === W_NS)
+            return;
+    }
+    const doc = run.ownerDocument;
+    const iEl = doc.createElementNS(W_NS, 'w:i');
+    rPr.appendChild(iEl);
+}
+function setRunColor(run, colorHex) {
+    const rPr = ensureRunProperties(run);
+    const doc = run.ownerDocument;
+    const children = rPr.childNodes;
+    for (let i = 0; i < children.length; i++) {
+        const child = children[i];
+        if (child.localName === 'color' && child.namespaceURI === W_NS) {
+            child.setAttributeNS(W_NS, 'w:val', colorHex);
+            return;
+        }
+    }
+    const color = doc.createElementNS(W_NS, 'w:color');
+    color.setAttributeNS(W_NS, 'w:val', colorHex);
+    rPr.appendChild(color);
+}
+function ensureParagraphProperties(para) {
+    const doc = para.ownerDocument;
+    const children = para.childNodes;
+    for (let i = 0; i < children.length; i++) {
+        const child = children[i];
+        if (child.localName === 'pPr' && child.namespaceURI === W_NS) {
+            return child;
+        }
+    }
+    const pPr = doc.createElementNS(W_NS, 'w:pPr');
+    para.insertBefore(pPr, para.firstChild);
+    return pPr;
+}
+function setParagraphIndent(para, leftDxa) {
+    const pPr = ensureParagraphProperties(para);
+    const doc = para.ownerDocument;
+    // Find or create <w:ind>
+    const children = pPr.childNodes;
+    for (let i = 0; i < children.length; i++) {
+        const child = children[i];
+        if (child.localName === 'ind' && child.namespaceURI === W_NS) {
+            child.setAttributeNS(W_NS, 'w:left', String(leftDxa));
+            return;
+        }
+    }
+    const ind = doc.createElementNS(W_NS, 'w:ind');
+    ind.setAttributeNS(W_NS, 'w:left', String(leftDxa));
+    pPr.appendChild(ind);
+}
+// ---------------------------------------------------------------------------
+// NBSP indent handling
+// ---------------------------------------------------------------------------
+const NBSP = '\u00A0';
+const DXA_PER_LEVEL = 360;
+/**
+ * Count leading NBSP pairs in all text nodes of a table cell,
+ * strip them from the text content, and return the indent level.
+ */
+function countAndStripNbspIndent(tc) {
+    const paragraphs = tc.getElementsByTagNameNS(W_NS, 'p');
+    let maxLevel = 0;
+    for (let p = 0; p < paragraphs.length; p++) {
+        const runs = paragraphs[p].getElementsByTagNameNS(W_NS, 'r');
+        if (runs.length === 0)
+            continue;
+        // Collect full text to count leading NBSPs
+        let fullText = '';
+        for (let r = 0; r < runs.length; r++) {
+            const tEls = runs[r].getElementsByTagNameNS(W_NS, 't');
+            for (let t = 0; t < tEls.length; t++) {
+                fullText += tEls[t].textContent ?? '';
+            }
+        }
+        // Count leading NBSP pairs
+        let nbspCount = 0;
+        for (let i = 0; i < fullText.length; i++) {
+            if (fullText[i] === NBSP) {
+                nbspCount++;
+            }
+            else {
+                break;
+            }
+        }
+        const level = Math.floor(nbspCount / 2);
+        if (level > maxLevel)
+            maxLevel = level;
+        if (nbspCount > 0) {
+            // Strip leading NBSPs from text runs
+            let remaining = nbspCount;
+            for (let r = 0; r < runs.length && remaining > 0; r++) {
+                const tEls = runs[r].getElementsByTagNameNS(W_NS, 't');
+                for (let t = 0; t < tEls.length && remaining > 0; t++) {
+                    const text = tEls[t].textContent ?? '';
+                    let stripCount = 0;
+                    for (let c = 0; c < text.length && remaining > 0; c++) {
+                        if (text[c] === NBSP) {
+                            stripCount++;
+                            remaining--;
+                        }
+                        else {
+                            break;
+                        }
+                    }
+                    if (stripCount > 0) {
+                        const newText = text.slice(stripCount);
+                        tEls[t].textContent = newText;
+                        if (newText.startsWith(' ') || newText.endsWith(' ') || newText === '') {
+                            tEls[t].setAttribute('xml:space', 'preserve');
+                        }
+                    }
+                }
+            }
+            // Set paragraph indent
+            if (level > 0) {
+                setParagraphIndent(paragraphs[p], level * DXA_PER_LEVEL);
+            }
+        }
+    }
+    return maxLevel;
+}
+// ---------------------------------------------------------------------------
+// Cell text extraction
+// ---------------------------------------------------------------------------
+function getCellText(tc) {
+    const tNodes = tc.getElementsByTagNameNS(W_NS, 't');
+    const parts = [];
+    for (let i = 0; i < tNodes.length; i++) {
+        parts.push(tNodes[i].textContent ?? '');
+    }
+    return parts.join('');
+}
+// ---------------------------------------------------------------------------
+// Apply formatting to all runs in a cell
+// ---------------------------------------------------------------------------
+function getAllRunsInCell(tc) {
+    const runs = [];
+    const rNodes = tc.getElementsByTagNameNS(W_NS, 'r');
+    for (let i = 0; i < rNodes.length; i++) {
+        runs.push(rNodes[i]);
+    }
+    return runs;
+}
+function formatCellRuns(tc, format) {
+    const runs = getAllRunsInCell(tc);
+    for (const run of runs) {
+        if (format.bold)
+            setRunBold(run);
+        if (format.italic)
+            setRunItalic(run);
+        if (format.color)
+            setRunColor(run, format.color);
+    }
+}
+// ---------------------------------------------------------------------------
+// Find Documents table by matching header row
+// ---------------------------------------------------------------------------
+function findDocumentsTable(xmlDoc) {
+    const tables = xmlDoc.getElementsByTagNameNS(W_NS, 'tbl');
+    for (let t = 0; t < tables.length; t++) {
+        const table = tables[t];
+        const rows = getDirectChildRows(table);
+        if (rows.length === 0)
+            continue;
+        const headerRow = rows[0];
+        const cells = getDirectChildCells(headerRow);
+        const headerTexts = cells.map((c) => getCellText(c).trim());
+        if (headerTexts.length === DOCUMENTS_HEADERS.length &&
+            headerTexts.every((text, i) => text === DOCUMENTS_HEADERS[i])) {
+            return table;
+        }
+    }
+    return null;
+}
+function getDirectChildRows(table) {
+    const rows = [];
+    const children = table.childNodes;
+    for (let i = 0; i < children.length; i++) {
+        const child = children[i];
+        if (child.nodeType === 1) {
+            const el = child;
+            if (el.localName === 'tr' && el.namespaceURI === W_NS) {
+                rows.push(el);
+            }
+        }
+    }
+    return rows;
+}
+function getDirectChildCells(row) {
+    const cells = [];
+    const children = row.childNodes;
+    for (let i = 0; i < children.length; i++) {
+        const child = children[i];
+        if (child.nodeType === 1) {
+            const el = child;
+            if (el.localName === 'tc' && el.namespaceURI === W_NS) {
+                cells.push(el);
+            }
+        }
+    }
+    return cells;
+}
+// ---------------------------------------------------------------------------
+// Main formatter
+// ---------------------------------------------------------------------------
+export async function formatChecklistDocx(docxPath) {
+    const zip = new AdmZip(docxPath);
+    const entry = zip.getEntry('word/document.xml');
+    if (!entry)
+        return;
+    const xmlStr = entry.getData().toString('utf-8');
+    const xmlDoc = new DOMParser().parseFromString(xmlStr, 'text/xml');
+    const docsTable = findDocumentsTable(xmlDoc);
+    if (!docsTable)
+        return;
+    const rows = getDirectChildRows(docsTable);
+    // Skip header row (index 0)
+    for (let r = 1; r < rows.length; r++) {
+        const cells = getDirectChildCells(rows[r]);
+        if (cells.length < 2)
+            continue;
+        const numberText = getCellText(cells[0]);
+        const titleText = getCellText(cells[1]);
+        const rowType = classifyRow(numberText, titleText);
+        // Convert NBSP indentation to OOXML indent on title cell
+        countAndStripNbspIndent(cells[1]);
+        const titleCell = cells[1];
+        switch (rowType) {
+            case 'stage_heading':
+                formatCellRuns(titleCell, { italic: true, color: '8C8D8E' });
+                break;
+            case 'main_entry':
+                formatCellRuns(titleCell, { bold: true });
+                break;
+            case 'citation':
+                formatCellRuns(titleCell, { italic: true, color: '494A4B' });
+                break;
+            case 'signatory':
+            case 'action':
+            case 'issue':
+                // Normal formatting; checkboxes already in text
+                break;
+            case 'unknown':
+                break;
+        }
+    }
+    // Serialize and write back
+    const serializer = new XMLSerializer();
+    const updatedXml = serializer.serializeToString(xmlDoc);
+    zip.updateFile('word/document.xml', Buffer.from(updatedXml, 'utf-8'));
+    zip.writeZip(docxPath);
+}
+//# sourceMappingURL=format-checklist-docx.js.map

package/dist/core/checklist/format-checklist-docx.js.map

@@ -0,0 +1 @@
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package/dist/core/checklist/index.d.ts

@@ -5,6 +5,7 @@ export { applyChecklistPatch, setChecklistAppliedPatchStore, getChecklistApplied
 export { humanStatus, STATUS_LABELS } from './status-labels.js';
 export { createChecklist, listChecklists, resolveChecklist, getChecklistState, saveChecklistState, appendHistory, getHistory, ChecklistStateSchema, type ChecklistState, type ChecklistMeta, type ChecklistSummary, type HistoryRecord, } from './state-manager.js';
 export { appendJsonl, readJsonl } from './jsonl-stores.js';
+export { formatChecklistDocx } from './format-checklist-docx.js';
 interface TemplateDocumentRow {
     number: string;
     title: string;

package/dist/core/checklist/index.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../../../src/core/checklist/index.ts"],"names":[],"mappings":"AAcA,OAAO,EAAE,sBAAsB,EAAE,KAAK,gBAAgB,EAAE,MAAM,cAAc,CAAC;AAC7E,OAAO,EACL,sBAAsB,EACtB,iBAAiB,EACjB,mBAAmB,EACnB,+BAA+B,EAC/B,6BAA6B,EAC7B,4BAA4B,EAC5B,gCAAgC,EAChC,KAAK,kBAAkB,EACvB,KAAK,WAAW,EAChB,KAAK,aAAa,EAClB,KAAK,yBAAyB,EAC9B,KAAK,uBAAuB,EAC5B,KAAK,sBAAsB,EAC3B,KAAK,0BAA0B,GAChC,MAAM,oBAAoB,CAAC;AAC5B,OAAO,EACL,iCAAiC,EACjC,cAAc,EACd,6BAA6B,EAC7B,yBAAyB,EACzB,sBAAsB,EACtB,mCAAmC,EACnC,gCAAgC,EAChC,gCAAgC,EAChC,KAAK,iCAAiC,EACtC,KAAK,kCAAkC,EACvC,KAAK,+BAA+B,EACpC,KAAK,gCAAgC,EACrC,KAAK,6BAA6B,EAClC,KAAK,2BAA2B,EAChC,KAAK,+BAA+B,EACpC,KAAK,+BAA+B,EACpC,KAAK,8BAA8B,GACpC,MAAM,sBAAsB,CAAC;AAC9B,OAAO,EACL,mBAAmB,EACnB,6BAA6B,EAC7B,6BAA6B,EAC7B,8BAA8B,EAC9B,8BAA8B,EAC9B,KAAK,2BAA2B,EAChC,KAAK,0BAA0B,EAC/B,KAAK,4BAA4B,EACjC,KAAK,2BAA2B,EAChC,KAAK,4BAA4B,EACjC,KAAK,0BAA0B,EAC/B,KAAK,0BAA0B,EAC/B,KAAK,yBAAyB,EAC9B,KAAK,wBAAwB,GAC9B,MAAM,kBAAkB,CAAC;AAC1B,OAAO,EAAE,WAAW,EAAE,aAAa,EAAE,MAAM,oBAAoB,CAAC;AAChE,OAAO,EACL,eAAe,EACf,cAAc,EACd,gBAAgB,EAChB,iBAAiB,EACjB,kBAAkB,EAClB,aAAa,EACb,UAAU,EACV,oBAAoB,EACpB,KAAK,cAAc,EACnB,KAAK,aAAa,EAClB,KAAK,gBAAgB,EACrB,KAAK,aAAa,GACnB,MAAM,oBAAoB,CAAC;AAC5B,OAAO,EAAE,WAAW,EAAE,SAAS,EAAE,MAAM,mBAAmB,CAAC;AAC3D,OAAO,EAAE,mBAAmB,EAAE,MAAM,4BAA4B,CAAC;AA+BjE,UAAU,mBAAmB;IAC3B,MAAM,EAAE,MAAM,CAAC;IACf,KAAK,EAAE,MAAM,CAAC;IACd,MAAM,EAAE,MAAM,CAAC;IACf,iBAAiB,EAAE,MAAM,CAAC;CAC3B;AAED,UAAU,iBAAiB;IACzB,OAAO,EAAE,MAAM,CAAC;IAChB,WAAW,EAAE,MAAM,CAAC;IACpB,MAAM,EAAE,MAAM,CAAC;IACf,WAAW,EAAE,MAAM,CAAC;IACpB,QAAQ,EAAE,MAAM,CAAC;CAClB;AAED,UAAU,gBAAgB;IACxB,QAAQ,EAAE,MAAM,CAAC;IACjB,KAAK,EAAE,MAAM,CAAC;IACd,MAAM,EAAE,MAAM,CAAC;IACf,OAAO,EAAE,MAAM,CAAC;CACjB;AAED,MAAM,WAAW,wBAAwB;IACvC,SAAS,EAAE,MAAM,CAAC;IAClB,UAAU,EAAE,MAAM,CAAC;IACnB,SAAS,EAAE,mBAAmB,EAAE,CAAC;IACjC,YAAY,EAAE,iBAAiB,EAAE,CAAC;IAClC,WAAW,EAAE,gBAAgB,EAAE,CAAC;CACjC;AAkLD;;;;;;;;;;GAUG;AACH,wBAAgB,6BAA6B,CAAC,IAAI,EAAE,OAAO,GAAG,wBAAwB,CAiGrF"}

package/dist/core/checklist/index.js

@@ -7,6 +7,7 @@ export { applyChecklistPatch, setChecklistAppliedPatchStore, getChecklistApplied
 export { humanStatus, STATUS_LABELS } from './status-labels.js';
 export { createChecklist, listChecklists, resolveChecklist, getChecklistState, saveChecklistState, appendHistory, getHistory, ChecklistStateSchema, } from './state-manager.js';
 export { appendJsonl, readJsonl } from './jsonl-stores.js';
+export { formatChecklistDocx } from './format-checklist-docx.js';
 const STAGE_ORDER = ['PRE_SIGNING', 'SIGNING', 'CLOSING', 'POST_CLOSING'];
 const STAGE_HEADINGS = {
     PRE_SIGNING: 'PRE-SIGNING',
@@ -216,29 +217,32 @@ export function buildChecklistTemplateContext(data) {
             }
             // Signatory sub-rows
             for (const signatory of row.entry.signatories) {
+                const sigCheckbox = signatory.status === 'RECEIVED' ? '\u2611' : '\u2610';
                 documentRows.push({
                     number: '',
-                    title: `${indent}\u00A0\u00A0Signatory: ${signatoryLabel(signatory)}`,
+                    title: `${indent}\u00A0\u00A0${sigCheckbox} Signatory: ${signatoryLabel(signatory)}`,
                     status: '',
                     responsible_party: '',
                 });
             }
             // Linked action sub-rows
             for (const action of row.linkedActions) {
+                const actCheckbox = action.status === 'COMPLETED' ? '\u2611' : '\u2610';
                 const latestCitation = latestCitationLabel(action.citations);
                 documentRows.push({
                     number: '',
-                    title: `${indent}\u00A0\u00A0Action ${action.action_id}: ${action.description}`,
+                    title: `${indent}\u00A0\u00A0${actCheckbox} Action ${action.action_id}: ${action.description}`,
                     status: latestCitation ? `${humanStatus(action.status)} | ${latestCitation}` : humanStatus(action.status),
                     responsible_party: responsibilityLabel(action.assigned_to),
                 });
             }
             // Linked issue sub-rows
             for (const issue of row.linkedIssues) {
+                const issCheckbox = issue.status === 'CLOSED' ? '\u2611' : '\u2610';
                 const latestCitation = latestCitationLabel(issue.citations);
                 documentRows.push({
                     number: '',
-                    title: `${indent}\u00A0\u00A0Issue ${issue.issue_id}: ${issue.title}`,
+                    title: `${indent}\u00A0\u00A0${issCheckbox} Issue ${issue.issue_id}: ${issue.title}`,
                     status: latestCitation ? `${humanStatus(issue.status)} | ${latestCitation}` : humanStatus(issue.status),
                     responsible_party: '',
                 });

package/dist/core/checklist/index.js.map

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package/dist/core/engine.d.ts

@@ -3,6 +3,7 @@ export interface FillOptions {
     templateDir: string;
     values: Record<string, unknown>;
     outputPath: string;
+    postProcess?: (outputPath: string) => void | Promise<void>;
 }
 export interface FillResult {
     outputPath: string;

package/dist/core/engine.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"engine.d.ts","sourceRoot":"","sources":["../../src/core/engine.ts"],"names":[],"mappings":"AAEA,OAAO,EAAiC,KAAK,gBAAgB,EAAE,MAAM,eAAe,CAAC;AAMrF,MAAM,WAAW,WAAW;IAC1B,WAAW,EAAE,MAAM,CAAC;IACpB,MAAM,EAAE,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,CAAC;IAChC,UAAU,EAAE,MAAM,CAAC;CACpB;AAED,MAAM,WAAW,UAAU;IACzB,UAAU,EAAE,MAAM,CAAC;IACnB,QAAQ,EAAE,gBAAgB,CAAC;IAC3B,UAAU,EAAE,MAAM,EAAE,CAAC;CACtB;AA0ID,wBAAsB,YAAY,CAAC,OAAO,EAAE,WAAW,GAAG,OAAO,CAAC,UAAU,CAAC,CA+C5E"}
+{"version":3,"file":"engine.d.ts","sourceRoot":"","sources":["../../src/core/engine.ts"],"names":[],"mappings":"AAEA,OAAO,EAAiC,KAAK,gBAAgB,EAAE,MAAM,eAAe,CAAC;AAMrF,MAAM,WAAW,WAAW;IAC1B,WAAW,EAAE,MAAM,CAAC;IACpB,MAAM,EAAE,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,CAAC;IAChC,UAAU,EAAE,MAAM,CAAC;IACnB,WAAW,CAAC,EAAE,CAAC,UAAU,EAAE,MAAM,KAAK,IAAI,GAAG,OAAO,CAAC,IAAI,CAAC,CAAC;CAC5D;AAED,MAAM,WAAW,UAAU;IACzB,UAAU,EAAE,MAAM,CAAC;IACnB,QAAQ,EAAE,gBAAgB,CAAC;IAC3B,UAAU,EAAE,MAAM,EAAE,CAAC;CACtB;AA4MD,wBAAsB,YAAY,CAAC,OAAO,EAAE,WAAW,GAAG,OAAO,CAAC,UAAU,CAAC,CAqD5E"}

package/dist/core/engine.js

@@ -4,6 +4,39 @@ import { loadMetadata, loadCleanConfig } from './metadata.js';
 import { loadSelectionsConfig } from './selector.js';
 import { runFillPipeline } from './unified-pipeline.js';
 import { BLANK_PLACEHOLDER, verifyTemplateFill } from './fill-utils.js';
+/** Derive signatory display fields for a given prefix. Reusable across templates. */
+function deriveSignatoryFields(data, prefix, fieldNames, str, isBlankPlaceholder) {
+    const typeKey = `${prefix}_type`;
+    if (!fieldNames.has(typeKey))
+        return;
+    const typeVal = str(typeKey);
+    const isEntity = typeVal !== 'individual';
+    data[`${prefix}_is_entity`] = isEntity;
+    // Derive display fields: show value for entities, empty string for individuals
+    for (const suffix of ['title', 'company']) {
+        const srcKey = `${prefix}_${suffix}`;
+        const displayKey = `${prefix}_${suffix}_display`;
+        if (isEntity) {
+            const val = data[srcKey];
+            data[displayKey] = (val && !isBlankPlaceholder(val)) ? String(val) : '';
+        }
+        else {
+            data[displayKey] = '';
+            // Warn if entity-only fields are set for an individual
+            const val = data[srcKey];
+            if (val && !isBlankPlaceholder(val) && String(val).trim() !== '') {
+                console.warn(`Warning: ${srcKey} is set but ${prefix}_type is "individual" — value will be ignored`);
+            }
+        }
+    }
+    // Normalize signature fields: blank instead of BLANK_PLACEHOLDER underscores
+    for (const suffix of ['name', 'email', 'title', 'company']) {
+        const key = `${prefix}_${suffix}`;
+        if (isBlankPlaceholder(data[key])) {
+            data[key] = '';
+        }
+    }
+}
 /**
  * Compute display fields for radio/checkbox groups in table rows.
  * docx-templates only allows one {IF} per table row, so multi-option rows
@@ -16,6 +49,11 @@ function computeDisplayFields(data, fieldNames) {
     const str = (key) => String(data[key] ?? '');
     const bool = (key) => data[key] === true;
     const isBlankPlaceholder = (value) => typeof value === 'string' && value.trim() === BLANK_PLACEHOLDER;
+    /** True when a display field should be computed (not yet set or defaulted to blank). */
+    const needsCompute = (key) => {
+        const val = data[key];
+        return !val || isBlankPlaceholder(val);
+    };
     const toGoogleDocUrl = (value) => {
         const raw = value.trim();
         if (raw === '')
@@ -28,6 +66,23 @@ function computeDisplayFields(data, fieldNames) {
             return `https://docs.google.com/document/d/${raw}/`;
         return raw;
     };
+    // ── Signatory type derivation ──
+    // Auto-discover role-based prefixes: match *_signatory_type
+    for (const key of fieldNames) {
+        if (key.endsWith('_signatory_type')) {
+            const prefix = key.slice(0, -5); // strip "_type" → e.g. "provider_signatory"
+            if (fieldNames.has(`${prefix}_name`) && fieldNames.has(`${prefix}_title`)) {
+                deriveSignatoryFields(data, prefix, fieldNames, str, isBlankPlaceholder);
+            }
+        }
+    }
+    // Legacy backward compat: party_1_type, party_2_type (mutual NDA)
+    for (const n of [1, 2]) {
+        const legacyKey = `party_${n}_type`;
+        if (fieldNames.has(legacyKey) && fieldNames.has(`party_${n}_name`) && fieldNames.has(`party_${n}_title`)) {
+            deriveSignatoryFields(data, `party_${n}`, fieldNames, str, isBlankPlaceholder);
+        }
+    }
     // Optional cover-table rows in employment templates should disappear when blank.
     // The default blank placeholder is intentionally visible in most contexts,
     // but for these optional rows we normalize blank placeholders to empty strings
@@ -47,19 +102,19 @@ function computeDisplayFields(data, fieldNames) {
         data['cloud_drive_id_footer'] = docUrl ? `Document URL: ${docUrl}` : '';
     }
     // Order Date: "Date of last signature" or custom date
-    if (fieldNames.has('order_date_display') && !data['order_date_display']) {
+    if (fieldNames.has('order_date_display') && needsCompute('order_date_display')) {
         data['order_date_display'] = bool('order_date_is_last_signature')
             ? '( x )\tDate of last signature on this Order Form'
             : `( x )\t${str('custom_order_date')}`;
     }
     // Pilot fee: paid or free trial
-    if (fieldNames.has('pilot_fee_display') && !data['pilot_fee_display']) {
+    if (fieldNames.has('pilot_fee_display') && needsCompute('pilot_fee_display')) {
         data['pilot_fee_display'] = bool('pilot_is_free')
             ? '( x )\tFree trial'
             : `( x )\tFee for Pilot Period: ${str('pilot_fee')}`;
     }
     // Cloud Service Fees: build from selected checkboxes
-    if (fieldNames.has('fees_display') && !data['fees_display']) {
+    if (fieldNames.has('fees_display') && needsCompute('fees_display')) {
         const lines = [];
         if (bool('fee_is_per_unit')) {
             lines.push(`[ x ] ${str('fees')} per ${str('fee_unit')}`);
@@ -79,7 +134,7 @@ function computeDisplayFields(data, fieldNames) {
         data['fees_display'] = lines.join('\n');
     }
     // Payment Process: invoice or automatic
-    if (fieldNames.has('payment_display') && !data['payment_display']) {
+    if (fieldNames.has('payment_display') && needsCompute('payment_display')) {
         if (bool('payment_by_invoice')) {
             const freq = str('payment_frequency');
             const days = str('payment_terms_days');
@@ -97,7 +152,7 @@ function computeDisplayFields(data, fieldNames) {
         }
     }
     // Auto-renewal
-    if (fieldNames.has('auto_renewal_display') && !data['auto_renewal_display']) {
+    if (fieldNames.has('auto_renewal_display') && needsCompute('auto_renewal_display')) {
         if (bool('auto_renew')) {
             const days = str('non_renewal_notice_days');
             data['auto_renewal_display'] =
@@ -108,13 +163,13 @@ function computeDisplayFields(data, fieldNames) {
         }
     }
     // Effective Date
-    if (fieldNames.has('effective_date_display') && !data['effective_date_display']) {
+    if (fieldNames.has('effective_date_display') && needsCompute('effective_date_display')) {
         data['effective_date_display'] = bool('effective_date_is_last_signature')
             ? '( x )\tDate of last Cover Page signature'
             : `( x )\t${str('custom_effective_date')}`;
     }
     // Covered Claims
-    if (fieldNames.has('covered_claims_display') && !data['covered_claims_display']) {
+    if (fieldNames.has('covered_claims_display') && needsCompute('covered_claims_display')) {
         const lines = [];
         if (bool('has_provider_covered_claims')) {
             lines.push('[ x ] Provider Covered Claims: [Any action, proceeding, or claim that the Cloud Service, when used by Customer as permitted under the Agreement, infringes or misappropriates a third party\u2019s intellectual property rights.]');
@@ -125,7 +180,7 @@ function computeDisplayFields(data, fieldNames) {
         data['covered_claims_display'] = lines.join('\n');
     }
     // General Cap Amount
-    if (fieldNames.has('general_cap_display') && !data['general_cap_display']) {
+    if (fieldNames.has('general_cap_display') && needsCompute('general_cap_display')) {
         if (bool('general_cap_is_multiplier')) {
             data['general_cap_display'] = `( x )\t${str('general_cap_multiplier')}x the Fees paid or payable by Customer in the 12 month period immediately preceding the claim`;
         }
@@ -146,13 +201,18 @@ export async function fillTemplate(options) {
     if (unknownKeys.length > 0) {
         console.warn(`Warning: unknown field(s) not in metadata: ${unknownKeys.join(', ')}`);
     }
-    // Build cleanPatch if replacements.json exists
+    // Build cleanPatch if replacements.json or clean.json exists
     const templatePath = join(templateDir, 'template.docx');
     const replacementsPath = join(templateDir, 'replacements.json');
-    const cleanPatch = existsSync(replacementsPath)
+    const cleanJsonPath = join(templateDir, 'clean.json');
+    const hasReplacements = existsSync(replacementsPath);
+    const hasCleanJson = existsSync(cleanJsonPath);
+    const cleanPatch = (hasReplacements || hasCleanJson)
         ? {
             cleanConfig: loadCleanConfig(templateDir),
-            replacements: JSON.parse(readFileSync(replacementsPath, 'utf-8')),
+            replacements: hasReplacements
+                ? JSON.parse(readFileSync(replacementsPath, 'utf-8'))
+                : {},
         }
         : undefined;
     // Load selectionsConfig if selections.json exists
@@ -172,6 +232,7 @@ export async function fillTemplate(options) {
         computeDisplayFields: (d) => computeDisplayFields(d, fieldNames),
         fixSmartQuotes: true,
         verify: (p) => verifyTemplateFill(p),
+        postProcess: options.postProcess,
     });
     return {
         outputPath: result.outputPath,