open-agreements 0.2.1 → 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

@@ -2,37 +2,46 @@ export { ClosingChecklistSchema, type ClosingChecklist } from './schemas.js';
 export { ChecklistPatchModeEnum, JsonPointerSchema, PatchCitationSchema, ChecklistPatchSourceEventSchema, ChecklistPatchOperationSchema, ChecklistPatchEnvelopeSchema, ChecklistPatchApplyRequestSchema, type ChecklistPatchMode, type JsonPointer, type PatchCitation, type ChecklistPatchSourceEvent, type ChecklistPatchOperation, type ChecklistPatchEnvelope, type ChecklistPatchApplyRequest, } from './patch-schemas.js';
 export { CHECKLIST_PATCH_VALIDATION_TTL_MS, DANGEROUS_KEYS, applyChecklistPatchOperations, computeChecklistPatchHash, validateChecklistPatch, getChecklistPatchValidationArtifact, setChecklistPatchValidationStore, getChecklistPatchValidationStore, type ChecklistPatchValidationErrorCode, type ChecklistPatchValidationDiagnostic, type ResolvedChecklistPatchOperation, type ChecklistPatchValidationArtifact, type ChecklistPatchValidationStore, type ValidateChecklistPatchInput, type ChecklistPatchValidationSuccess, type ChecklistPatchValidationFailure, type ChecklistPatchValidationResult, } from './patch-validator.js';
 export { applyChecklistPatch, setChecklistAppliedPatchStore, getChecklistAppliedPatchStore, setChecklistProposedPatchStore, getChecklistProposedPatchStore, type ChecklistAppliedPatchRecord, type ChecklistAppliedPatchStore, type ChecklistProposedPatchRecord, type ChecklistProposedPatchStore, type ChecklistPatchApplyErrorCode, type ChecklistPatchApplyFailure, type ChecklistPatchApplySuccess, type ChecklistPatchApplyResult, type ApplyChecklistPatchInput, } from './patch-apply.js';
-interface LegacyTemplateDocumentRow {
-    document_name: string;
+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;
     status: string;
+    responsible_party: string;
 }
-interface LegacyTemplateActionRow {
+interface TemplateActionRow {
     item_id: string;
     description: string;
     status: string;
-    assigned_to: {
-        organization: string;
-    };
+    assigned_to: string;
     due_date: string;
 }
-interface LegacyTemplateIssueRow {
+interface TemplateIssueRow {
     issue_id: string;
     title: string;
     status: string;
-    escalation_tier: string;
-    resolution: string;
+    summary: string;
 }
 export interface ChecklistTemplateContext {
     deal_name: string;
     updated_at: string;
-    working_group: Array<Record<string, unknown>>;
-    documents: LegacyTemplateDocumentRow[];
-    action_items: LegacyTemplateActionRow[];
-    open_issues: LegacyTemplateIssueRow[];
+    documents: TemplateDocumentRow[];
+    action_items: TemplateActionRow[];
+    open_issues: TemplateIssueRow[];
 }
 /**
- * Build template values for the legacy closing-checklist DOCX template from
+ * Build template values for the closing-checklist DOCX template from
  * document-first v2 checklist input.
+ *
+ * Layout:
+ *   - Stage headers as bold section rows
+ *   - Entry rows: Number | Title | Status | Responsible Party
+ *   - Citations as indented sub-rows under their entry
+ *   - Signatories as indented sub-rows
+ *   - Linked actions/issues as indented sub-rows
  */
 export declare function buildChecklistTemplateContext(data: unknown): ChecklistTemplateContext;
 //# sourceMappingURL=index.d.ts.map

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

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package/dist/core/checklist/index.js

@@ -1,8 +1,13 @@
 import { ClosingChecklistSchema, } from './schemas.js';
+import { humanStatus } from './status-labels.js';
 export { ClosingChecklistSchema } from './schemas.js';
 export { ChecklistPatchModeEnum, JsonPointerSchema, PatchCitationSchema, ChecklistPatchSourceEventSchema, ChecklistPatchOperationSchema, ChecklistPatchEnvelopeSchema, ChecklistPatchApplyRequestSchema, } from './patch-schemas.js';
 export { CHECKLIST_PATCH_VALIDATION_TTL_MS, DANGEROUS_KEYS, applyChecklistPatchOperations, computeChecklistPatchHash, validateChecklistPatch, getChecklistPatchValidationArtifact, setChecklistPatchValidationStore, getChecklistPatchValidationStore, } from './patch-validator.js';
 export { applyChecklistPatch, setChecklistAppliedPatchStore, getChecklistAppliedPatchStore, setChecklistProposedPatchStore, getChecklistProposedPatchStore, } from './patch-apply.js';
+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',
@@ -12,9 +17,13 @@ const STAGE_HEADINGS = {
 };
 const STAGE_ROMANS = ['I', 'II', 'III', 'IV'];
 function compareBySortKey(a, b) {
-    const keyCompare = a.sort_key.localeCompare(b.sort_key, undefined, { numeric: true, sensitivity: 'base' });
-    if (keyCompare !== 0)
-        return keyCompare;
+    const aKey = a.sort_key ?? '';
+    const bKey = b.sort_key ?? '';
+    if (aKey || bKey) {
+        const keyCompare = aKey.localeCompare(bKey, undefined, { numeric: true, sensitivity: 'base' });
+        if (keyCompare !== 0)
+            return keyCompare;
+    }
     return a.entry_id.localeCompare(b.entry_id);
 }
 function nonEmpty(values) {
@@ -45,23 +54,33 @@ function latestCitationLabel(citations) {
 }
 function signatoryLabel(signatory) {
     const who = nonEmpty([signatory.party, signatory.name ?? '', signatory.title ?? '']).join(' ');
-    const artifacts = signatory.signature_artifacts
-        .map((artifact) => artifact.uri ?? artifact.path ?? '')
-        .filter((value) => value.length > 0);
-    if (artifacts.length === 0) {
-        return `${who} [${signatory.status}]`;
-    }
-    return `${who} [${signatory.status}] (${artifacts.join(', ')})`;
+    return `${who}: ${humanStatus(signatory.status)}`;
 }
 function toArray(collection) {
     return Array.isArray(collection) ? collection : Object.values(collection);
 }
+function assignAutoSortKeys(entries) {
+    const byStage = new Map();
+    for (const entry of entries) {
+        if (entry.sort_key)
+            continue;
+        const group = byStage.get(entry.stage) ?? [];
+        group.push(entry);
+        byStage.set(entry.stage, group);
+    }
+    for (const group of byStage.values()) {
+        group.forEach((entry, index) => {
+            entry.sort_key = String((index + 1) * 100);
+        });
+    }
+}
 function buildRenderModel(data) {
     const checklist = ClosingChecklistSchema.parse(data);
     const documents = toArray(checklist.documents);
     const entries = toArray(checklist.checklist_entries);
     const actions = toArray(checklist.action_items);
     const issues = toArray(checklist.issues);
+    assignAutoSortKeys(entries);
     const documentsById = new Map(documents.map((document) => [document.document_id, document]));
     const entryDocumentIds = new Set(entries
         .map((entry) => entry.document_id)
@@ -121,9 +140,8 @@ function buildRenderModel(data) {
             }
         }
         roots.sort(compareBySortKey);
-        for (const [parentId, children] of childrenByParent.entries()) {
+        for (const [, children] of childrenByParent.entries()) {
             children.sort(compareBySortKey);
-            childrenByParent.set(parentId, children);
         }
         const stageRows = [];
         const visit = (entry, depth, number) => {
@@ -154,8 +172,15 @@ function buildRenderModel(data) {
     };
 }
 /**
- * Build template values for the legacy closing-checklist DOCX template from
+ * Build template values for the closing-checklist DOCX template from
  * document-first v2 checklist input.
+ *
+ * Layout:
+ *   - Stage headers as bold section rows
+ *   - Entry rows: Number | Title | Status | Responsible Party
+ *   - Citations as indented sub-rows under their entry
+ *   - Signatories as indented sub-rows
+ *   - Linked actions/issues as indented sub-rows
  */
 export function buildChecklistTemplateContext(data) {
     const model = buildRenderModel(data);
@@ -164,39 +189,62 @@ export function buildChecklistTemplateContext(data) {
         const stageRows = model.rowsByStage.get(stage) ?? [];
         if (stageRows.length === 0)
             return;
+        // Stage heading row
         documentRows.push({
-            document_name: `${STAGE_ROMANS[index]}. ${STAGE_HEADINGS[stage]}`,
+            number: '',
+            title: `${STAGE_ROMANS[index]}. ${STAGE_HEADINGS[stage]}`,
             status: '',
+            responsible_party: '',
         });
         for (const row of stageRows) {
             const indent = '\u00A0\u00A0'.repeat(row.depth);
-            const citationText = row.entry.citations.map(citationLabel).join('; ');
-            const linkText = row.document?.primary_link ? ` (${row.document.primary_link})` : '';
-            const documentName = `${row.number} ${indent}${row.entry.title}${citationText ? ` [${citationText}]` : ''}${linkText}`;
-            const statusParts = [row.entry.status];
-            if (row.entry.signatories.length > 0) {
-                statusParts.push(row.entry.signatories.map(signatoryLabel).join('; '));
-            }
-            const responsibility = responsibilityLabel(row.entry.responsible_party);
-            if (responsibility) {
-                statusParts.push(`Resp: ${responsibility}`);
-            }
+            const linkSuffix = row.document?.primary_link ? ` (${row.document.primary_link})` : '';
+            // Main entry row
             documentRows.push({
-                document_name: documentName,
-                status: statusParts.join(' | '),
+                number: row.number,
+                title: `${indent}${row.entry.title}${linkSuffix}`,
+                status: humanStatus(row.entry.status),
+                responsible_party: responsibilityLabel(row.entry.responsible_party),
             });
+            // Citation sub-rows
+            for (const citation of row.entry.citations) {
+                documentRows.push({
+                    number: '',
+                    title: `${indent}\u00A0\u00A0Ref: ${citationLabel(citation)}`,
+                    status: '',
+                    responsible_party: '',
+                });
+            }
+            // Signatory sub-rows
+            for (const signatory of row.entry.signatories) {
+                const sigCheckbox = signatory.status === 'RECEIVED' ? '\u2611' : '\u2610';
+                documentRows.push({
+                    number: '',
+                    title: `${indent}\u00A0\u00A0${sigCheckbox} Signatory: ${signatoryLabel(signatory)}`,
+                    status: '',
+                    responsible_party: '',
+                });
+            }
+            // Linked action sub-rows
             for (const action of row.linkedActions) {
+                const actCheckbox = action.status === 'COMPLETED' ? '\u2611' : '\u2610';
                 const latestCitation = latestCitationLabel(action.citations);
                 documentRows.push({
-                    document_name: `\u00A0\u00A0${indent}\u21B3 Action ${action.action_id}: ${action.description}`,
-                    status: latestCitation ? `${action.status} | Evidence: ${latestCitation}` : action.status,
+                    number: '',
+                    title: `${indent}\u00A0\u00A0${actCheckbox} Action ${action.action_id}: ${action.description}`,
+                    status: latestCitation ? `${humanStatus(action.status)} | ${latestCitation}` : humanStatus(action.status),
+                    responsible_party: responsibilityLabel(action.assigned_to),
                 });
             }
+            // Linked issue sub-rows
             for (const issue of row.linkedIssues) {
+                const issCheckbox = issue.status === 'CLOSED' ? '\u2611' : '\u2610';
                 const latestCitation = latestCitationLabel(issue.citations);
                 documentRows.push({
-                    document_name: `\u00A0\u00A0${indent}\u21B3 Issue ${issue.issue_id}: ${issue.title}`,
-                    status: latestCitation ? `${issue.status} | Evidence: ${latestCitation}` : issue.status,
+                    number: '',
+                    title: `${indent}\u00A0\u00A0${issCheckbox} Issue ${issue.issue_id}: ${issue.title}`,
+                    status: latestCitation ? `${humanStatus(issue.status)} | ${latestCitation}` : humanStatus(issue.status),
+                    responsible_party: '',
                 });
             }
         }
@@ -204,23 +252,19 @@ export function buildChecklistTemplateContext(data) {
     const fallbackActions = model.unlinkedActions.map((action) => ({
         item_id: action.action_id,
         description: action.description,
-        status: latestCitationLabel(action.citations) ? `${action.status} | ${latestCitationLabel(action.citations)}` : action.status,
-        assigned_to: {
-            organization: responsibilityLabel(action.assigned_to) || '',
-        },
+        status: humanStatus(action.status),
+        assigned_to: responsibilityLabel(action.assigned_to),
         due_date: action.due_date ?? '',
     }));
     const fallbackIssues = model.unlinkedIssues.map((issue) => ({
         issue_id: issue.issue_id,
         title: issue.title,
-        status: issue.status,
-        escalation_tier: '',
-        resolution: nonEmpty([issue.summary ?? '', latestCitationLabel(issue.citations)]).join(' | '),
+        status: humanStatus(issue.status),
+        summary: nonEmpty([issue.summary ?? '', latestCitationLabel(issue.citations)]).join(' | '),
     }));
     return {
         deal_name: model.checklist.deal_name,
         updated_at: model.checklist.updated_at,
-        working_group: [],
         documents: documentRows,
         action_items: fallbackActions,
         open_issues: fallbackIssues,