192 lines
7.1 KiB
Markdown
192 lines
7.1 KiB
Markdown
# Template Enhancement Implementation Summary
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## Overview
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Successfully implemented advanced template processing capabilities for the Delphi database application, transforming the basic document generation system into a sophisticated template engine with conditional logic, loops, rich formatting, and PDF generation.
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## ✅ Completed Features
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### 1. Enhanced Variable Resolution with Formatting
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- **Rich formatting syntax**: `{{ variable | format_spec }}`
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- **Multiple format types**: currency, date, number, percentage, phone, text transforms
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- **Format examples**:
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- `{{ amount | currency }}` → `$1,234.56`
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- `{{ date | date:%m/%d/%Y }}` → `12/25/2023`
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- `{{ phone | phone }}` → `(555) 123-4567`
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- `{{ text | upper }}` → `UPPERCASE TEXT`
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### 2. Conditional Content Blocks
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- **Syntax**: `{% if condition %} content {% else %} alternate {% endif %}`
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- **Safe evaluation** of conditions with restricted environment
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- **Nested conditionals** support
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- **Error handling** with graceful fallbacks
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### 3. Loop Functionality for Data Tables
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- **Syntax**: `{% for item in collection %} content {% endfor %}`
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- **Loop variables**: `item_index`, `item_first`, `item_last`, `item_length`
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- **Nested object access**: `{{ item.property }}`
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- **Support for complex data structures**
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### 4. Template Function Library
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- **Math functions**: `math_add()`, `math_subtract()`, `math_multiply()`, `math_divide()`
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- **Text functions**: `uppercase()`, `lowercase()`, `titlecase()`, `truncate()`
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- **Utility functions**: `format_currency()`, `format_date()`, `join()`, `default()`
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- **Function call syntax**: `{{ function_name(arg1, arg2) }}`
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### 5. PDF Generation
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- **LibreOffice integration** for DOCX to PDF conversion
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- **Headless processing** with timeout protection
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- **Fallback to DOCX** if PDF conversion fails
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- **Error logging** and monitoring
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### 6. Advanced API Endpoints
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- **`/api/templates/{id}/generate-advanced`** - Enhanced document generation
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- **`/api/templates/{id}/analyze`** - Template complexity analysis
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- **`/api/templates/test-formatting`** - Format testing without full generation
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- **`/api/templates/formatting-help`** - Documentation endpoint
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## 🏗️ Technical Implementation
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### Core Files Modified/Created
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1. **`app/services/template_merge.py`** - Enhanced with advanced processing
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- Added conditional and loop processing functions
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- Implemented rich formatting system
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- Added PDF conversion capabilities
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- Enhanced error handling and logging
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2. **`app/api/advanced_templates.py`** - New API module
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- Advanced generation endpoints
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- Template analysis tools
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- Format testing utilities
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- Comprehensive documentation endpoint
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3. **`app/main.py`** - Updated to include new router
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- Added advanced templates router registration
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- Integrated with existing authentication
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4. **`requirements.txt`** - Added dependencies
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- `python-dateutil` for enhanced date parsing
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### Template Function Architecture
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```python
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class TemplateFunctions:
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# 20+ built-in functions for:
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# - Currency formatting
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# - Date manipulation
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# - Number formatting
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# - Text transformations
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# - Mathematical operations
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# - Utility functions
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```
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### Processing Pipeline
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1. **Token Extraction** - Find all variables, conditionals, loops
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2. **Context Building** - Merge user data with built-ins and functions
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3. **Variable Resolution** - Resolve variables with advanced processor
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4. **Conditional Processing** - Evaluate and process IF blocks
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5. **Loop Processing** - Iterate and repeat content blocks
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6. **Formatted Variables** - Apply formatting filters
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7. **Function Calls** - Execute template functions
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8. **Document Rendering** - Generate DOCX with docxtpl
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9. **PDF Conversion** - Optional conversion via LibreOffice
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## 🔧 Advanced Features
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### Template Analysis
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- **Complexity scoring** based on features used
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- **Feature detection** (conditionals, loops, formatting)
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- **Performance recommendations**
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- **Migration suggestions**
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### Error Handling
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- **Graceful degradation** when features fail
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- **Comprehensive logging** with structured error information
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- **Unresolved variable tracking**
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- **Safe expression evaluation**
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### Security
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- **Restricted execution environment** for template expressions
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- **Input validation** and sanitization
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- **Resource limits** to prevent infinite loops
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- **Access control** integration with existing auth
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## 📖 Documentation Created
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1. **`docs/ADVANCED_TEMPLATE_FEATURES.md`** - Complete user guide
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2. **`examples/advanced_template_example.py`** - Working demonstration script
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3. **API documentation** - Built-in help endpoints
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## 🎯 Usage Examples
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### Basic Conditional
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```docx
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{% if CLIENT_BALANCE > 0 %}
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Outstanding balance: {{ CLIENT_BALANCE | currency }}
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{% endif %}
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```
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### Data Table Loop
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```docx
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{% for service in services %}
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{{ service_index }}. {{ service.description }} - {{ service.amount | currency }}
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{% endfor %}
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```
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### Rich Formatting
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```docx
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Invoice Date: {{ TODAY | date }}
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Amount Due: {{ total_amount | currency:$:2 }}
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Phone: {{ client_phone | phone }}
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```
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## 🚀 Integration Points
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### Existing Workflow System
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- **Seamless integration** with existing document workflows
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- **Enhanced document generation** actions in workflows
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- **Context passing** from workflow to templates
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### Database Integration
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- **Variable resolution** from FormVariable and ReportVariable tables
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- **Advanced variable processor** with caching and optimization
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- **Context-aware** variable resolution (file, client, global scopes)
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### Storage System
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- **Reuses existing** storage infrastructure
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- **Version control** compatibility maintained
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- **Template versioning** support preserved
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## 📊 Performance Considerations
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- **Variable caching** for expensive computations
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- **Efficient token parsing** with compiled regex patterns
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- **Lazy evaluation** of conditional blocks
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- **Resource monitoring** and timeout protection
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- **Memory optimization** for large document generation
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## 🔄 Next Steps Prompt
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```
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I have successfully enhanced the document template system in my Delphi database application with advanced features including conditional sections, loops, rich variable formatting, and PDF generation. The system now supports:
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- Conditional content blocks (IF/ENDIF)
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- Loop functionality for data tables (FOR/ENDFOR)
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- Rich variable formatting with 15+ format types
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- Built-in template functions library
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- PDF generation via LibreOffice
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- Template analysis and complexity scoring
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- Advanced API endpoints for enhanced generation
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All features are integrated with the existing workflow system and maintain compatibility with current templates. The next logical enhancement would be to implement a visual template editor UI that allows users to create and edit templates using a WYSIWYG interface, with drag-and-drop components for conditionals and loops, and a live preview system showing how variables will be rendered.
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Please help me implement a modern web-based template editor interface with:
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1. Visual template designer with drag-drop components
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2. Live variable preview and validation
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3. Template testing interface with sample data
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4. Integration with the existing template management system
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5. User-friendly conditional and loop builders
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```
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