Contracts Wizard

A powerful document generation system that transforms Markdown templates and CSV data into professionally formatted contracts. Perfect for legal teams, freelancers, and businesses looking to streamline their document generation workflow.

Table of Contents

• ✨ Features
  • Core Features
  • Advanced Features
• 🚀 Quick Start
• 📝 Example Files
• 📖 Installation
  • 1. Global Installation (Recommended for users)
  • 2. Local Installation (For development)
  • Prerequisites
  • System Requirements
• 📖 Usage
  • CLI Mode
  • Interactive Mode
  • Command Line Options
• 📚 Documentation
• 🔄 Program Flow
• 🤝 Contributing
• 📜 License
• 🙏 Acknowledgments
• 📦 Release Process
• 🔍 Troubleshooting
  • Common Issues
  • Debug Mode
  • File Naming

✨ Features

Core Features

• Template Processing: Support for Markdown templates with Handlebars syntax
• Multiple Output Formats: Generate HTML and PDF documents with customizable styling
• Interactive CLI: User-friendly command-line interface with guided prompts
• Data Management: CSV-based data storage with validation and manual input options
• Custom Styling: Apply CSS styling to your documents with built-in responsive design
• Date Handling: Comprehensive date formatting and manipulation with full Spanish locale support and timezone configuration
• Robust Logging: Comprehensive logging system with rotation and debug support
• Internal Links: Automatic generation of clickable links in PDF table of contents that navigate to corresponding sections

Advanced Features

• Nested Fields: Support for complex data structures using dot notation
• Custom Helpers: Built-in Handlebars helpers for common operations
• Responsive Tables: Automatic table wrapping for better mobile display
• Accessibility: Built-in image accessibility improvements
• Missing Data Highlighting: Visual indicators for missing or empty values
• Error Recovery: Graceful handling of missing files and invalid data
• Extensible Design: Easy to add new template helpers and output formats

🚀 Quick Start

1. Install globally:

   npm install -g @petalo/contracts-wizard

2. Create a new project:

   contracts-wizard init my-contracts
   cd my-contracts

3. Create and edit the .env file with your desired settings:

4. Run the setup script:

5. Start using the wizard:

📝 Example Files

The package includes example files in the examples/ directory to help you get started:

• office_lease_EN.example.md - Example lease contract template
• office_lease_EN.example.csv - Example data for the lease contract (some values have been deleted or left empty to show the missing data highlighting)
• contract.example.css - Example CSS styling

These files are for reference only. To use them in your project, either:

• Run npm run setup to copy them to your working directories
• Create a new project with contracts-wizard init which will copy them automatically

The working directories for your files (by default) are:

• Templates → templates/markdown/
• CSS files → templates/css/
• CSV files → data-csv/

📖 Installation

There are two ways to install Contracts Wizard:

1. Global Installation (Recommended for users)

If you just want to use the tool to generate contracts:

# Install globally
npm install -g contracts-wizard

# Create a new project
contracts-wizard init my-contracts
cd my-contracts

# Copy the .env.example file and edit it with your desired settings
cp .env.example .env

# Start using
contracts-wizard

This installation:

• Provides the contracts-wizard command globally
• Creates a clean project structure
• Includes basic templates and examples

2. Local Installation (For development)

If you want to contribute to the project or customize it:

# Clone the repository
git clone https://github.com/petalo/contracts-wizard.git
cd contracts-wizard

# Install dependencies
npm install

# Configure the project
npm run setup

# Start in development mode
npm run dev

This installation:

• Provides full access to the source code
• Includes development tools
• Allows contributing to the project

Prerequisites

Before installing Contracts Wizard, ensure you have:

• Node.js: >= 14.0.0

• npm: >= 6.0.0

• Git: Latest version (for development)

• Memory: Minimum 1GB RAM available

• Disk Space: At least 100MB free space

• Operating System: Windows 10+, macOS 10.15+, or Linux (Ubuntu 18.04+)

System Requirements

• CPU: 1GHz or faster
• Network: Internet connection for initial setup
• Browser: For PDF preview (if needed)
  • Chrome/Chromium >= 85
  • Firefox >= 80

📖 Usage

CLI Mode

Basic usage with examples:

# Generate contract from template and CSV
contracts-wizard generate -t contract.md -d input.csv

# Use custom styling
contracts-wizard generate -t contract.md -d input.csv -c style.css

# Use custom styling and highlight missing and imported values
contracts-wizard generate -t contract.md -d input.csv -c style.css --highlight

# Add a suffix to the generated filenames
contracts-wizard generate -t contract.md -d input.csv -c style.css --suffix client_name

# List available resources
contracts-wizard list templates
contracts-wizard list data
contracts-wizard list styles

# Get help
contracts-wizard --help

Interactive Mode

The interactive mode guides you through the process:

# Start the wizard with no arguments
contracts-wizard

Command Line Options

Options for the generate command:

Global options:

📚 Documentation

The project includes several documentation files:

• HANDLEBARS.md - Comprehensive guide to all available Handlebars helpers
• CONTRACTS_GENERATION.md - Best practices and tips for contract generation
• CONTRIBUTING.md - Guidelines for contributing to the project
• LICENSE - MIT license details

🔄 Program Flow

1. Template Processing

   • Load Markdown template
   • Parse Handlebars syntax
   • Apply data from CSV

2. Data Management

   • Load CSV data
   • Validate required fields
   • Handle missing values

3. Style Application

   • Apply CSS styling
   • Handle responsive design
   • Format tables and lists

4. Output Generation

   • Generate HTML output
   • Create PDF version
   • Save to output directory

🤝 Contributing

We welcome contributions! Please see our Contributing Guide for details.

📜 License

This project is licensed under the MIT License - see the LICENSE file for details.

📦 Release Process

See CONTRIBUTING.md for release process details.

🔍 Troubleshooting

Common Issues

1. Installation Fails

   # Clear npm cache
   npm cache clean --force
   # Retry installation
   npm install -g @petalo/contracts-wizard

2. PDF Generation Fails

   • Check Chrome/Chromium installation
   • Verify sufficient memory available
   • Check file permissions in output directory

3. Missing Data Handling

   • Verify CSV format matches template fields
   • Check for proper UTF-8 encoding
   • Validate date formats match locale settings

4. Template Processing Issues

   • Validate Handlebars syntax
   • Check for proper closing tags
   • Verify helper function usage

Debug Mode

Enable debug mode for detailed logging:

DEBUG=true contracts-wizard generate -t template.md

Check logs at logs/latest.log for detailed error information.

File Naming

By default, generated files follow this pattern:

When files already exist, a revision number is added:

template.rev.1.{md,html,pdf}

You can add a custom suffix to the filenames using the --suffix option:

template.suffix.{md,html,pdf}

And with revisions:

template.rev.1.suffix.{md,html,pdf}

This is particularly useful when generating multiple versions of the same template for different clients or purposes:

# Generate English version
contracts-wizard generate -t contract.md -d data_en.csv --suffix EN

# Generate Spanish version
contracts-wizard generate -t contract.md -d data_es.csv --suffix ES

# Generate client-specific version
contracts-wizard generate -t contract.md -d client_data.csv --suffix ClientName

The suffix will be added to all generated files (Markdown, HTML, and PDF) just before the file extension