Changes

Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>

src/routes/documents.templates.$templateId.tsx

@@ -70,6 +70,7 @@ function TemplateDetailPage() {
   const [docName, setDocName] = useState("Document");
   const [saving, setSaving] = useState(false);
   const [generating, setGenerating] = useState(false);
+  const [firm, setFirm] = useState<FirmSettings | null>(null);
 
   useEffect(() => {
     supabase.from("document_templates").select("*").eq("id", templateId).single().then(({ data }) => {
@@ -81,9 +82,21 @@ function TemplateDetailPage() {
       setFields(Array.isArray(data.fields) ? (data.fields as unknown as FieldDef[]) : []);
       setDocName(data.name);
     });
+    supabase.from("firm_settings").select("*").maybeSingle().then(({ data }) => setFirm(data as FirmSettings | null));
   }, [templateId]);
 
-  const merged = useMemo(() => mergeBody(body, values), [body, values]);
+  const autoValues = useMemo<Record<string, string>>(() => {
+    const v: Record<string, string> = {
+      today: formatToday(),
+      firm_header: buildFirmHeader(firm),
+      re_line: values.re?.trim() ? `Re: ${values.re.trim()}\n\n` : "",
+      certified_mail_line: values.certified_mail_no?.trim() ? `VIA CERTIFIED MAIL NO. ${values.certified_mail_no.trim()}\n` : "",
+      fedex_line: values.fedex_no?.trim() ? `VIA FEDEX TRACKING NO. ${values.fedex_no.trim()}\n` : "",
+    };
+    return v;
+  }, [firm, values.re, values.certified_mail_no, values.fedex_no]);
+
+  const merged = useMemo(() => mergeBody(body, { ...autoValues, ...values }), [body, values, autoValues]);
 
   const saveTemplate = async () => {
     setSaving(true);