Changes

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

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

@@ -21,7 +21,40 @@ export const Route = createFileRoute("/documents/templates/$templateId")({
 interface FieldDef { key: string; label: string; type: "text" | "textarea" | "date" | "number" }
 
 function mergeBody(body: string, values: Record<string, string>) {
-  return body.replace(/\{\{\s*([a-zA-Z0-9_]+)\s*\}\}/g, (_, k) => values[k] ?? `{{${k}}}`);
+  // Replace tokens, treating unknown tokens as empty so optional fields don't leak
+  const merged = body.replace(/\{\{\s*([a-zA-Z0-9_]+)\s*\}\}/g, (_, k) => values[k] ?? "");
+  // Collapse runs of 3+ blank lines down to 2 (one blank line of separation)
+  return merged.replace(/\n{3,}/g, "\n\n").replace(/[ \t]+\n/g, "\n");
+}
+
+function formatToday() {
+  return new Date().toLocaleDateString("en-US", { year: "numeric", month: "long", day: "numeric" });
+}
+
+interface FirmSettings {
+  company_name?: string | null;
+  address_line1?: string | null;
+  address_line2?: string | null;
+  city?: string | null;
+  state?: string | null;
+  postal_code?: string | null;
+  contact_phone?: string | null;
+  contact_email?: string | null;
+  website?: string | null;
+}
+
+function buildFirmHeader(f: FirmSettings | null): string {
+  if (!f) return "";
+  const lines: string[] = [];
+  if (f.company_name) lines.push(f.company_name);
+  if (f.address_line1) lines.push(f.address_line1);
+  if (f.address_line2) lines.push(f.address_line2);
+  const csz = [f.city, f.state, f.postal_code].filter(Boolean).join(", ").replace(/, (\d)/, " $1");
+  if (csz) lines.push(csz);
+  const contact = [f.contact_phone, f.contact_email].filter(Boolean).join("  •  ");
+  if (contact) lines.push(contact);
+  if (f.website) lines.push(f.website);
+  return lines.join("\n");
 }
 
 function TemplateDetailPage() {