security(p0): set strong ADMIN_PASSWORD in .env and sync DB admin hash; remove hardcoded 'admin123' in example; update TODO
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HotSwapp
268
examples/advanced_template_example.py
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268
examples/advanced_template_example.py
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#!/usr/bin/env python3
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"""
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Advanced Template Features Example
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This script demonstrates how to use the enhanced template system
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with conditional sections, loops, and rich formatting.
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"""
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import asyncio
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import httpx
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import json
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from datetime import date, datetime
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class AdvancedTemplateExample:
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def __init__(self, base_url="http://localhost:8000"):
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self.base_url = base_url
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self.auth_token = None
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async def authenticate(self, username="admin", password=None):
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"""Authenticate and get access token"""
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async with httpx.AsyncClient() as client:
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from os import getenv
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if password is None:
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password = getenv("ADMIN_PASSWORD", "")
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response = await client.post(
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f"{self.base_url}/api/auth/token",
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data={"username": username, "password": password}
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)
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if response.status_code == 200:
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self.auth_token = response.json()["access_token"]
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print("✅ Authentication successful")
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else:
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print(f"❌ Authentication failed: {response.text}")
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return False
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return True
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@property
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def headers(self):
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if not self.auth_token:
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raise ValueError("Not authenticated")
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return {"Authorization": f"Bearer {self.auth_token}"}
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async def test_variable_formatting(self):
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"""Test variable formatting without generating documents"""
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print("\n📝 Testing Variable Formatting...")
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test_cases = [
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{"value": "1234.56", "format": "currency", "expected": "$1,234.56"},
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{"value": "2023-12-25", "format": "date:%B %d, %Y", "expected": "December 25, 2023"},
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{"value": "5551234567", "format": "phone", "expected": "(555) 123-4567"},
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{"value": "hello world", "format": "title", "expected": "Hello World"},
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{"value": "75.5", "format": "percentage:1", "expected": "75.5%"}
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]
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async with httpx.AsyncClient() as client:
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for test in test_cases:
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response = await client.post(
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f"{self.base_url}/api/templates/test-formatting",
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headers=self.headers,
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data={
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"variable_value": test["value"],
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"format_spec": test["format"]
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}
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)
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if response.status_code == 200:
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result = response.json()
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actual = result["formatted_result"]
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status = "✅" if actual == test["expected"] else "❌"
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print(f" {status} {test['value']} | {test['format']} → {actual}")
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else:
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print(f" ❌ Error testing {test['format']}: {response.text}")
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async def demonstrate_template_features(self):
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"""Demonstrate advanced template features with sample data"""
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print("\n🎯 Demonstrating Advanced Template Features...")
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# Sample context data that would come from database
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sample_context = {
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"CLIENT_NAME": "Smith Family Trust",
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"FILE_NO": "2023-1001",
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"ATTORNEY": "Jane Doe, Esq.",
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"TODAY": date.today().isoformat(),
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"CLIENT_BALANCE": 2500.00,
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"total_amount": 8750.00,
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"payment_terms": "Net 30",
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# Sample services for loop demonstration
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"services": [
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{
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"description": "Estate Planning Consultation",
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"date": "2023-11-15",
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"hours": 2.5,
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"rate": 350.00,
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"amount": 875.00
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},
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{
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"description": "Trust Document Preparation",
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"date": "2023-11-20",
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"hours": 6.0,
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"rate": 350.00,
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"amount": 2100.00
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},
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{
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"description": "Document Review and Revision",
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"date": "2023-11-25",
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"hours": 3.5,
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"rate": 350.00,
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"amount": 1225.00
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},
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{
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"description": "Client Meeting and Execution",
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"date": "2023-11-30",
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"hours": 2.0,
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"rate": 350.00,
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"amount": 700.00
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}
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],
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# Sample payments for another loop
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"payments": [
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{"date": "2023-11-01", "amount": 1000.00, "method": "Check"},
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{"date": "2023-11-15", "amount": 1500.00, "method": "Wire Transfer"}
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]
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}
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print("Sample context data:")
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print(json.dumps(sample_context, indent=2, default=str))
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return sample_context
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async def get_formatting_help(self):
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"""Get and display formatting help"""
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print("\n📚 Available Formatting Options...")
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async with httpx.AsyncClient() as client:
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response = await client.get(
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f"{self.base_url}/api/templates/formatting-help",
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headers=self.headers
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)
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if response.status_code == 200:
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help_data = response.json()
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print("\n🔧 Formatting Options:")
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for category, info in help_data["formatting_options"].items():
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print(f"\n {category.upper()}:")
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print(f" Description: {info['description']}")
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if 'syntax' in info:
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print(f" Syntax: {info['syntax']}")
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if 'examples' in info:
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print(" Examples:")
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for example in info['examples'][:2]: # Show first 2 examples
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print(f" {example['input']} | {example['format']} → {example['output']}")
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print("\n📝 Template Syntax:")
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for syntax_type, syntax in help_data["template_syntax"].items():
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print(f" {syntax_type}: {syntax}")
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else:
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print(f"❌ Error getting help: {response.text}")
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async def create_sample_template_content(self):
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"""Generate sample template content for demonstration"""
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template_content = """
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LEGAL SERVICES INVOICE
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Client: {{ CLIENT_NAME | title }}
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File Number: {{ FILE_NO }}
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Attorney: {{ ATTORNEY }}
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Date: {{ TODAY | date }}
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{% if CLIENT_BALANCE > 0 %}
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⚠️ NOTICE: Outstanding balance of {{ CLIENT_BALANCE | currency }}
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{% endif %}
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SERVICES PROVIDED:
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{% for service in services %}
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{{ service_index }}. {{ service.description }}
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Date: {{ service.date | date:%m/%d/%Y }}
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Hours: {{ service.hours | number:1 }}
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Rate: {{ service.rate | currency }}
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Amount: {{ service.amount | currency }}
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{% endfor %}
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SUBTOTAL: {{ format_currency(total_amount) }}
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{% if payments %}
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PAYMENTS RECEIVED:
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{% for payment in payments %}
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- {{ payment.date | date:%m/%d/%Y }}: {{ payment.amount | currency }} ({{ payment.method }})
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{% endfor %}
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{% endif %}
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{% if payment_terms %}
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PAYMENT TERMS: {{ payment_terms }}
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{% else %}
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Payment due within 30 days of invoice date.
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{% endif %}
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{% if CLIENT_BALANCE > 1000 %}
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Please remit payment immediately to avoid service interruption.
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{% else %}
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Thank you for your prompt payment.
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{% endif %}
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Generated on {{ TODAY | date }} by the Delphi Database System
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"""
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print("\n📄 Sample Template Content:")
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print("=" * 60)
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print(template_content)
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print("=" * 60)
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return template_content
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async def run_demonstration(self):
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"""Run the complete demonstration"""
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print("🚀 Advanced Template Features Demonstration")
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print("=" * 50)
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# Authenticate
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if not await self.authenticate():
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return
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# Show available formatting options
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await self.get_formatting_help()
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# Test individual formatting functions
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await self.test_variable_formatting()
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# Show sample template and context
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context = await self.demonstrate_template_features()
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template_content = await self.create_sample_template_content()
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print("\n✨ This demonstrates the following advanced features:")
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print(" • Conditional sections ({% if %} blocks)")
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print(" • Loop sections ({% for %} blocks)")
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print(" • Variable formatting ({{ var | format }})")
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print(" • Template functions ({{ format_currency() }})")
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print(" • Rich context data with nested objects")
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print("\n🔄 To use these features in your application:")
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print(" 1. Create a DOCX template with the syntax above")
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print(" 2. Upload it via /api/templates/upload")
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print(" 3. Generate documents via /api/templates/{id}/generate-advanced")
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print(" 4. Optionally convert to PDF by setting output_format: 'PDF'")
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print("\n✅ Advanced template features are ready to use!")
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async def main():
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"""Main demonstration function"""
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demo = AdvancedTemplateExample()
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await demo.run_demonstration()
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if __name__ == "__main__":
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print("Advanced Template Features Example")
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print("Make sure the Delphi Database server is running on http://localhost:8000")
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print()
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try:
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asyncio.run(main())
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except KeyboardInterrupt:
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print("\n👋 Demonstration interrupted")
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except Exception as e:
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print(f"\n❌ Error: {e}")
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