Refine legal profile dropdown UI

app/routes/doc_generator.py

@@ -9,6 +9,7 @@ from pydantic import BaseModel
 
 from tools.doc_generator.logic.document_types import get_document_type, list_document_types
 from tools.doc_generator.logic.renderer import generate_docx
+from tools.doc_generator.logic.excel_mapper import export_profile_excel, load_excel_maps, load_excel_map, resolve_excel_template
 
 router = APIRouter()
 
@@ -18,11 +19,19 @@ INPUTS_DIR = PROJECT_ROOT / "inputs"
 UPLOADS_DIR = INPUTS_DIR / "uploads"
 JSON_UPLOADS_DIR = UPLOADS_DIR / "json"
 DATA_UPLOADS_DIR = UPLOADS_DIR / "data"
+TEMPLATE_UPLOADS_DIR = UPLOADS_DIR / "templates"
+
+
+class ExportExcelRequest(BaseModel):
+    document_type_id: str
+    data: dict
+    map_id: str = "legacy_datafile"
 
 
 class GenerateDocRequest(BaseModel):
     document_type_id: str
     data: dict
+    template_id: str | None = None
 
 
 def safe_filename(filename: str) -> str:
@@ -159,10 +168,106 @@ async def upload_data(file: UploadFile = File(...)):
     }
 
 
+
+
+@router.post("/upload-template/{document_type_id}")
+async def upload_template(document_type_id: str, file: UploadFile = File(...)):
+    if not file.filename.lower().endswith(".docx"):
+        raise HTTPException(status_code=400, detail="Upload must be a DOCX template.")
+
+    # Validate profile exists.
+    try:
+        get_document_type(document_type_id)
+    except FileNotFoundError as exc:
+        raise HTTPException(status_code=404, detail=str(exc))
+
+    profile_dir = TEMPLATE_UPLOADS_DIR / safe_filename(document_type_id)
+    path = save_upload(file, profile_dir)
+
+    return {
+        "ok": True,
+        "filename": path.name,
+        "template_id": f"uploaded:{path.name}",
+        "saved_path": str(path.relative_to(PROJECT_ROOT)),
+    }
+
+
+@router.get("/uploaded-templates/{document_type_id}")
+def uploaded_templates(document_type_id: str):
+    profile_dir = TEMPLATE_UPLOADS_DIR / safe_filename(document_type_id)
+    profile_dir.mkdir(parents=True, exist_ok=True)
+
+    templates = []
+    for path in sorted(profile_dir.glob("*.docx")):
+        templates.append({
+            "id": f"uploaded:{path.name}",
+            "label": path.name,
+            "filename": path.name,
+            "saved_path": str(path.relative_to(PROJECT_ROOT)),
+            "modified": path.stat().st_mtime,
+        })
+
+    return {"templates": templates}
+
+
+@router.delete("/uploaded-template/{document_type_id}/{template_id}")
+def delete_uploaded_template(document_type_id: str, template_id: str):
+    doc_dir = TEMPLATE_UPLOADS_DIR / safe_filename(document_type_id)
+    file_path = doc_dir / safe_filename(template_id)
+
+    if not file_path.exists():
+        raise HTTPException(status_code=404, detail="Template not found.")
+
+    file_path.unlink()
+    return {"deleted": True, "template_id": file_path.name}
+
+
+
+
+
+@router.get("/excel-maps/{document_type_id}")
+def get_excel_maps_route(document_type_id: str):
+    try:
+        maps = load_excel_maps(document_type_id)
+    except FileNotFoundError:
+        return {"maps": []}
+
+    return {
+        "maps": [
+            {
+                "id": item.get("id"),
+                "label": item.get("label", item.get("id")),
+                "field_count": len(item.get("field_to_cell", {})),
+                "fields": sorted(item.get("field_to_cell", {}).keys()),
+                "template": item.get("template"),
+                "mode": item.get("mode", "map"),
+            }
+            for item in maps
+        ]
+    }
+
+@router.post("/export-excel")
+def export_excel(request: ExportExcelRequest):
+    try:
+        output_path = export_profile_excel(
+            request.document_type_id,
+            request.data,
+            request.map_id,
+        )
+        return {
+            "filename": output_path.name,
+            "download_url": f"/api/doc-generator/download/{output_path.name}",
+        }
+    except FileNotFoundError as exc:
+        raise HTTPException(status_code=404, detail=str(exc))
+    except Exception as exc:
+        raise HTTPException(status_code=400, detail=str(exc))
+
+
 @router.post("/generate")
 def generate_document(request: GenerateDocRequest):
     try:
-        output_path = generate_docx(request.document_type_id, request.data)
+        output_path = generate_docx(request.document_type_id, request.data, request.template_id)
     except FileNotFoundError as exc:
         raise HTTPException(status_code=404, detail=str(exc))
     except Exception as exc:
@@ -175,15 +280,87 @@ def generate_document(request: GenerateDocRequest):
     }
 
 
-@router.get("/download/{filename}")
-def download(filename: str):
-    file_path = EXPORTS_DIR / safe_filename(filename)
 
-    if not file_path.exists():
-        raise HTTPException(status_code=404, detail="File not found")
+
+@router.get("/excel-template/{template_name}")
+def download_excel_template(template_name: str):
+    allowed = {
+        "datafile": "template.xlsx",
+        "amortization": "amortization.xlsx",
+    }
+
+    filename = allowed.get(template_name)
+    if not filename:
+        raise HTTPException(status_code=404, detail="Unknown Excel template.")
+
+    path = OLD_WORD_DOC_GENERATOR_DIR / filename
+
+    if not path.exists():
+        raise HTTPException(status_code=404, detail=f"Excel template not found: {path}")
 
     return FileResponse(
-        path=file_path,
-        filename=file_path.name,
-        media_type="application/vnd.openxmlformats-officedocument.wordprocessingml.document",
+        path,
+        filename=filename,
+        media_type="application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
+    )
+
+
+
+
+
+@router.get("/excel-template-by-map/{document_type_id}/{map_id}")
+def download_excel_template_by_map(document_type_id: str, map_id: str):
+    try:
+        excel_map = load_excel_map(document_type_id, map_id)
+        template_path = resolve_excel_template(excel_map.get("template"))
+    except FileNotFoundError as exc:
+        raise HTTPException(status_code=404, detail=str(exc))
+    except Exception as exc:
+        raise HTTPException(status_code=400, detail=str(exc))
+
+    return FileResponse(
+        path=template_path,
+        filename=template_path.name,
+        media_type="application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
+    )
+
+
+
+
+@router.delete("/uploaded-template/{document_type_id}/{filename}")
+def delete_uploaded_template(document_type_id: str, filename: str):
+    folder = TEMPLATE_UPLOADS_DIR / safe_filename(document_type_id)
+    path = folder / safe_filename(filename)
+
+    if not path.exists():
+        raise HTTPException(status_code=404, detail="Uploaded template not found.")
+
+    if path.suffix.lower() != ".docx":
+        raise HTTPException(status_code=400, detail="Only DOCX templates can be deleted here.")
+
+    path.unlink()
+    return {"deleted": True, "filename": path.name}
+
+@router.get("/download/{filename}")
+def download_file(filename: str):
+    safe_name = safe_filename(filename)
+    path = EXPORTS_DIR / safe_name
+
+    if not path.exists():
+        raise HTTPException(status_code=404, detail="File not found.")
+
+    suffix = path.suffix.lower()
+
+    media_types = {
+        ".docx": "application/vnd.openxmlformats-officedocument.wordprocessingml.document",
+        ".xlsx": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
+        ".csv": "text/csv",
+        ".json": "application/json",
+        ".pdf": "application/pdf",
+    }
+
+    return FileResponse(
+        path,
+        filename=path.name,
+        media_type=media_types.get(suffix, "application/octet-stream"),
     )

requirements.txt

@@ -3,3 +3,4 @@ uvicorn[standard]
 python-multipart
 python-docx
 pendulum
+openpyxl

scripts/build-excel-maps-from-old-app.py

@@ -0,0 +1,137 @@
+import json
+import re
+from pathlib import Path
+
+OLD_APP = Path("/mnt/storage/sftp/mcelwain/repository/word-doc-generator")
+OLD_CONSTANTS_CANDIDATES = [
+    OLD_APP / "public" / "constants.js",
+    OLD_APP / "constants.js",
+]
+
+OUT_DIR = Path("tools/doc_generator/content/excel_maps")
+OUT_FILE = OUT_DIR / "legacy_excel_maps.json"
+
+CELL_RE = re.compile(r"([A-Za-z_][A-Za-z0-9_]*)\s*:\s*['\"]([A-Z]{1,3}[0-9]{1,5})['\"]")
+
+
+def find_constants_file():
+    for path in OLD_CONSTANTS_CANDIDATES:
+        if path.exists():
+            return path
+    raise SystemExit("Could not find old constants.js")
+
+
+def extract_object_blocks(text):
+    """
+    Finds JS object-ish assignment/export blocks that contain Excel cell mappings.
+    This is intentionally simple and robust for the old constants.js style.
+    """
+    blocks = []
+
+    # Match things like:
+    # const fieldToCellMap = { ... };
+    # export const fieldToCellMap = { ... };
+    # let someMap = { ... };
+    pattern = re.compile(
+        r"(?:export\s+)?(?:const|let|var)\s+([A-Za-z_][A-Za-z0-9_]*)\s*=\s*\{",
+        re.MULTILINE,
+    )
+
+    for match in pattern.finditer(text):
+        name = match.group(1)
+        start = match.end() - 1
+
+        depth = 0
+        end = None
+
+        for i in range(start, len(text)):
+            char = text[i]
+            if char == "{":
+                depth += 1
+            elif char == "}":
+                depth -= 1
+                if depth == 0:
+                    end = i + 1
+                    break
+
+        if end:
+            block = text[start:end]
+            cells = dict(CELL_RE.findall(block))
+            if cells:
+                blocks.append((name, cells))
+
+    return blocks
+
+
+def label_from_name(name):
+    label = re.sub(r"([a-z])([A-Z])", r"\1 \2", name)
+    label = label.replace("_", " ").replace("-", " ")
+    label = re.sub(r"\s+", " ", label).strip()
+    return label.title()
+
+
+def normalize_id(name):
+    value = re.sub(r"([a-z])([A-Z])", r"\1_\2", name)
+    value = re.sub(r"[^A-Za-z0-9]+", "_", value).strip("_").lower()
+    return value or "excel_map"
+
+
+def discover_excel_templates():
+    templates = []
+
+    for path in sorted(OLD_APP.rglob("*.xlsx")):
+        if ".git" in path.parts or "node_modules" in path.parts:
+            continue
+
+        rel = path.relative_to(OLD_APP).as_posix()
+        templates.append({
+            "label": rel,
+            "legacyPath": str(path),
+            "filename": path.name
+        })
+
+    return templates
+
+
+def main():
+    constants_path = find_constants_file()
+    text = constants_path.read_text(encoding="utf-8", errors="ignore")
+
+    blocks = extract_object_blocks(text)
+    excel_templates = discover_excel_templates()
+
+    maps = []
+
+    for name, cells in blocks:
+        map_id = normalize_id(name)
+
+        maps.append({
+            "id": map_id,
+            "sourceName": name,
+            "label": label_from_name(name),
+            "description": f"Generated from {constants_path.relative_to(OLD_APP)} object {name}.",
+            "template": excel_templates[0]["filename"] if excel_templates else "",
+            "legacyTemplateCandidates": excel_templates,
+            "fields": dict(sorted(cells.items(), key=lambda item: item[1]))
+        })
+
+    OUT_DIR.mkdir(parents=True, exist_ok=True)
+    OUT_FILE.write_text(json.dumps({
+        "id": "legacy_excel_maps",
+        "source": str(constants_path),
+        "maps": maps
+    }, indent=2), encoding="utf-8")
+
+    print(f"Wrote {OUT_FILE}")
+    print(f"Source: {constants_path}")
+    print(f"Excel templates found: {len(excel_templates)}")
+    for t in excel_templates:
+        print(f"- {t['legacyPath']}")
+
+    print(f"Maps found: {len(maps)}")
+    for item in maps:
+        print(f"- {item['id']}: {len(item['fields'])} fields")
+
+
+if __name__ == "__main__":
+    main()

scripts/build-legal-profile-from-old-app.py

@@ -0,0 +1,192 @@
+import json
+import re
+import subprocess
+from pathlib import Path
+
+OLD_APP = Path("/mnt/storage/sftp/mcelwain/repository/word-doc-generator")
+DRAFT_PROFILE = Path("diagnostics/legacy_word_doc_generator_profile_draft.json")
+OUT_PROFILE = Path("tools/doc_generator/content/document_types/legal_profile.json")
+TEMPLATES_OUT = Path("tools/doc_generator/content/templates/legacy")
+
+OLD_PUBLIC = OLD_APP / "public"
+
+
+def run_node_list_extractor():
+    js = f"""
+import {{ pathToFileURL }} from 'url';
+
+const files = [
+  'casePlaintiffInfo.js',
+  'opposingCounselInfo.js',
+  'judgeInfo.js',
+  'caseFilingAttorneyInfo.js',
+  'filingAttorneyInfo.js',
+  'debtCollectorInfo.js'
+];
+
+const base = {json.dumps(str(OLD_PUBLIC))};
+const result = {{}};
+
+for (const file of files) {{
+  try {{
+    const mod = await import(pathToFileURL(`${{base}}/${{file}}`).href);
+    for (const [exportName, value] of Object.entries(mod)) {{
+      if (value && typeof value === 'object' && !Array.isArray(value)) {{
+        result[exportName] = Object.keys(value).sort();
+      }}
+    }}
+  }} catch (err) {{
+    // Some optional info files may not exist.
+  }}
+}}
+
+console.log(JSON.stringify(result));
+"""
+    try:
+        completed = subprocess.run(
+            ["node", "--input-type=module", "-e", js],
+            check=True,
+            capture_output=True,
+            text=True,
+        )
+        return json.loads(completed.stdout)
+    except Exception:
+        return {}
+
+
+def nice_label(name):
+    label = re.sub(r"([a-z])([A-Z])", r"\1 \2", name)
+    label = label.replace("_", " ").replace("-", " ")
+    label = re.sub(r"\bSsn\b", "SSN", label.title())
+    label = label.replace("Dob", "DOB")
+    return label
+
+
+def apply_legal_field_metadata(field):
+    name = field["name"]
+    lower = name.lower()
+
+    # Normalize generated labels.
+    field["label"] = nice_label(name)
+
+    # Autocomplete fields.
+    if name == "casePlaintiff":
+        field["type"] = "autocomplete"
+        field["list"] = "plaintiffs"
+    elif name == "caseOpposingCounsel":
+        field["type"] = "autocomplete"
+        field["list"] = "opposingCounsel"
+    elif name == "caseDivisionJudge":
+        field["type"] = "autocomplete"
+        field["list"] = "judges"
+    elif name == "caseFilingAttorney":
+        field["type"] = "autocomplete"
+        field["list"] = "filingAttorneys"
+    elif re.fullmatch(r"debtCollector\d+Name", name):
+        field["type"] = "autocomplete"
+        field["list"] = "debtCollectors"
+    elif lower.endswith("state") or name in {"caseState", "homeState", "client2homeState"}:
+        field["type"] = "autocomplete"
+        field["list"] = "states"
+    elif name == "caseDesignation":
+        field["type"] = "autocomplete"
+        field["list"] = "caseDesignations"
+
+    # Long text fields.
+    if name in {"notes", "caseAppearanceInfo", "paymentOptions", "paymentOptions1", "paymentOptions2", "paymentOptions3", "paymentOptions4", "paymentOptions5"}:
+        field["type"] = "textarea"
+
+    return field
+
+
+def walk_sections(sections):
+    for section in sections:
+        section["collapsible"] = section.get("heading") not in {
+            "Client Information",
+            "Case Information",
+        }
+        section["defaultOpen"] = section.get("heading") in {
+            "Client Information",
+            "Case Information",
+        }
+
+        section["fields"] = [
+            apply_legal_field_metadata(field)
+            for field in section.get("fields", [])
+        ]
+
+        for subsection in section.get("subsections", []):
+            walk_sections([subsection])
+
+
+def discover_templates():
+    templates = []
+
+    for path in sorted(TEMPLATES_OUT.rglob("*.docx")):
+        rel = path.relative_to(Path("tools/doc_generator/content/templates")).as_posix()
+        template_id = re.sub(r"[^a-zA-Z0-9]+", "_", path.stem).strip("_").lower()
+
+        label = path.relative_to(TEMPLATES_OUT).as_posix()
+        label = label.replace(".docx", "")
+        label = label.replace("/", " / ")
+        label = label.replace("_", " ")
+
+        templates.append({
+            "id": template_id,
+            "label": label,
+            "template": rel,
+            "outputFilename": f"{template_id}_{{caseNumber}}_{{timestamp_YYYY-MM-DD_HH-mm-ss}}.docx"
+        })
+
+    return templates
+
+
+def main():
+    if not DRAFT_PROFILE.exists():
+        raise SystemExit(f"Missing {DRAFT_PROFILE}. Run review-old-word-doc-generator.py first.")
+
+    draft = json.loads(DRAFT_PROFILE.read_text(encoding="utf-8"))
+
+    lists_raw = run_node_list_extractor()
+
+    lists = {
+        "plaintiffs": lists_raw.get("casePlaintiffInfo", []),
+        "opposingCounsel": lists_raw.get("caseOpposingCounselInfo", []) or lists_raw.get("opposingCounselInfo", []),
+        "judges": lists_raw.get("judgeInfo", []),
+        "filingAttorneys": lists_raw.get("caseFilingAttorneyInfo", []) or lists_raw.get("filingAttorneyInfo", []),
+        "debtCollectors": lists_raw.get("debtCollectorInfo", []),
+        "states": ["MO", "KS"],
+        "caseDesignations": [
+            "Associate Circuit",
+            "Circuit",
+            "Limited Actions",
+            "Small Claims"
+        ]
+    }
+
+    sections = draft["sections"]
+    walk_sections(sections)
+
+    templates = discover_templates()
+
+    profile = {
+        "id": "legal_profile",
+        "name": "Legal Profile",
+        "description": "Consumer debt defense legal profile generated from the legacy word-doc-generator app.",
+        "template": templates[0]["template"] if templates else "legacy/Canned-Emails.docx",
+        "outputFilename": "legal_{caseNumber}_{timestamp_YYYY-MM-DD_HH-mm-ss}.docx",
+        "lists": lists,
+        "templates": templates,
+        "sections": sections
+    }
+
+    OUT_PROFILE.parent.mkdir(parents=True, exist_ok=True)
+    OUT_PROFILE.write_text(json.dumps(profile, indent=2), encoding="utf-8")
+
+    print(f"Wrote {OUT_PROFILE}")
+    print(f"Lists: {', '.join(f'{k}={len(v)}' for k, v in lists.items())}")
+    print(f"Templates: {len(templates)}")
+
+
+if __name__ == "__main__":
+    main()

scripts/build-legal-profile-from-old-html.py

@@ -0,0 +1,337 @@
+import json
+import re
+import subprocess
+from pathlib import Path
+
+OLD_APP = Path("/mnt/storage/sftp/mcelwain/repository/word-doc-generator")
+OLD_PUBLIC = OLD_APP / "public"
+OLD_HTML = OLD_PUBLIC / "index.html"
+
+OUT_PROFILE = Path("tools/doc_generator/content/document_types/legal_profile.json")
+TEMPLATES_OUT = Path("tools/doc_generator/content/templates/legacy")
+
+TAG_RE = re.compile(r'<(input|select|textarea)\b[^>]*>', re.IGNORECASE | re.DOTALL)
+ATTR_RE = re.compile(r'([a-zA-Z_:][-a-zA-Z0-9_:.]*)=["\']([^"\']*)["\']')
+LABEL_RE = re.compile(
+    r'<label[^>]*for=["\']([^"\']+)["\'][^>]*>(.*?)</label>',
+    re.IGNORECASE | re.DOTALL
+)
+
+EXCLUDE_FIELD_NAMES = {
+    "letterTemplateFile",
+    "discoTemplateFile",
+    "excelFile",
+    "csvFile",
+    "templateFile",
+    "file",
+    "SSNLastFour",
+    "SSN2LastFour",
+    "caseAccLastFour",
+    "casePlaintiffFileName",
+    "caseAnswerDateString",
+    "caseAnswerDateYYYY-MM-DD",
+    "caseAnswerDateYyyyMmDd",
+    "caseAnswerFiledDateString",
+    "caseFilingDateString",
+    "caseDispositionDateString",
+    "discoCosDateString",
+    "discoResponseCosDateString",
+}
+
+EXCLUDE_PATTERNS = [
+    r"^settlementPaymentDate\d{2}$",
+    r"^settlementPaymentAmount\d{2}$",
+    r"^settlementRemaingBalance\d{2}$",
+    r"^settlementRemainingBalance\d{2}$",
+    r"^debtCollector\d+AccLastFour$",
+]
+
+
+def attrs_from_tag(tag):
+    return dict(ATTR_RE.findall(tag))
+
+
+def clean_html_label(value):
+    value = re.sub(r"<[^>]+>", "", value)
+    value = value.replace(":", "")
+    value = re.sub(r"\s+", " ", value).strip()
+    return value
+
+
+def nice_label(name):
+    label = re.sub(r"([a-z])([A-Z])", r"\1 \2", name)
+    label = label.replace("_", " ").replace("-", " ")
+    label = label.title()
+    label = label.replace("Ssn", "SSN")
+    label = label.replace("Dob", "DOB")
+    label = label.replace("Mm Dd Yyyy", "MM DD YYYY")
+    return label
+
+
+def should_exclude(name):
+    if not name:
+        return True
+    if name in EXCLUDE_FIELD_NAMES:
+        return True
+    if name.endswith("TemplateFile"):
+        return True
+    return any(re.match(pattern, name) for pattern in EXCLUDE_PATTERNS)
+
+
+def run_node_list_extractor():
+    js = f"""
+import {{ pathToFileURL }} from 'url';
+
+const files = [
+  'casePlaintiffInfo.js',
+  'opposingCounselInfo.js',
+  'judgeInfo.js',
+  'caseFilingAttorneyInfo.js',
+  'filingAttorneyInfo.js',
+  'debtCollectorInfo.js'
+];
+
+const base = {json.dumps(str(OLD_PUBLIC))};
+const result = {{}};
+
+for (const file of files) {{
+  try {{
+    const mod = await import(pathToFileURL(`${{base}}/${{file}}`).href);
+    for (const [exportName, value] of Object.entries(mod)) {{
+      if (value && typeof value === 'object' && !Array.isArray(value)) {{
+        result[exportName] = Object.keys(value).sort();
+      }}
+    }}
+  }} catch (err) {{}}
+}}
+
+console.log(JSON.stringify(result));
+"""
+    try:
+        completed = subprocess.run(
+            ["node", "--input-type=module", "-e", js],
+            check=True,
+            capture_output=True,
+            text=True,
+        )
+        return json.loads(completed.stdout)
+    except Exception:
+        return {}
+
+
+def field_type(name, tag_name, attrs):
+    lower = name.lower()
+
+    if tag_name.lower() == "textarea":
+        return "textarea"
+
+    html_type = attrs.get("type", "").lower()
+    if html_type in {"date", "email", "tel", "number"}:
+        return html_type
+
+    if "date" in lower or lower == "dob":
+        return "date"
+    if "email" in lower:
+        return "email"
+    if "phone" in lower or "fax" in lower:
+        return "tel"
+    if list_name_for_field(name):
+        return "autocomplete"
+
+    return "text"
+
+
+def list_name_for_field(name):
+    if name == "casePlaintiff":
+        return "plaintiffs"
+    if name == "caseOpposingCounsel":
+        return "opposingCounsel"
+    if name == "caseDivisionJudge":
+        return "judges"
+    if name == "caseFilingAttorney":
+        return "filingAttorneys"
+    if name in {"caseState", "homeState", "client2homeState"}:
+        return "states"
+    if name == "caseDesignation":
+        return "caseDesignations"
+    if re.fullmatch(r"debtCollector\d+Name", name):
+        return "debtCollectors"
+    return None
+
+
+def section_for(name):
+    lower = name.lower()
+
+    if lower.startswith("client2"):
+        return "Client 2 Information"
+    if lower.startswith("client") or lower in {
+        "ssn", "dob", "alias", "email",
+        "homeaddress", "homecity", "homestate", "homezip", "homecounty",
+        "homephone", "cellphone"
+    }:
+        return "Client Information"
+    if lower.startswith("case"):
+        return "Case Information"
+    if lower.startswith("disco"):
+        return "Discovery Information"
+    if lower.startswith("settlement"):
+        return "Settlement Information"
+    if lower.startswith("installment") or lower.startswith("fee") or lower in {
+        "nameoncard", "cardnumber", "securitycode", "expiration",
+        "billingaddress", "billingzip"
+    }:
+        return "Fee / Payment Information"
+    if lower.startswith("debtcollector") or name == "numCollectors":
+        return "Debt Collector Information"
+    if lower == "notes":
+        return "Notes"
+
+    return "Other Fields"
+
+
+def discover_templates():
+    templates = []
+
+    for path in sorted(TEMPLATES_OUT.rglob("*.docx")):
+        rel = path.relative_to(Path("tools/doc_generator/content/templates")).as_posix()
+        template_id = re.sub(r"[^a-zA-Z0-9]+", "_", path.stem).strip("_").lower()
+
+        label = path.relative_to(TEMPLATES_OUT).as_posix()
+        label = label.replace(".docx", "")
+        label = label.replace("/", " / ")
+        label = label.replace("_", " ")
+
+        templates.append({
+            "id": template_id,
+            "label": label,
+            "template": rel,
+            "outputFilename": f"{template_id}_{{caseNumber}}_{{timestamp_YYYY-MM-DD_HH-mm-ss}}.docx"
+        })
+
+    return templates
+
+
+html = OLD_HTML.read_text(encoding="utf-8", errors="ignore")
+
+labels = {
+    field_id: clean_html_label(label)
+    for field_id, label in LABEL_RE.findall(html)
+}
+
+fields_seen = []
+field_meta = {}
+
+for match in TAG_RE.finditer(html):
+    tag_name = match.group(1)
+    tag = match.group(0)
+    attrs = attrs_from_tag(tag)
+
+    name = attrs.get("name") or attrs.get("id")
+    if should_exclude(name):
+        continue
+
+    if name not in fields_seen:
+        fields_seen.append(name)
+        field_meta[name] = (tag_name, attrs)
+
+grouped = {}
+
+for name in fields_seen:
+    tag_name, attrs = field_meta[name]
+    ftype = field_type(name, tag_name, attrs)
+
+    field = {
+        "name": name,
+        "label": labels.get(name) or nice_label(name),
+        "type": ftype,
+        "required": False
+    }
+
+    list_name = list_name_for_field(name)
+    if list_name:
+        field["list"] = list_name
+
+    grouped.setdefault(section_for(name), []).append(field)
+
+preferred_order = [
+    "Client Information",
+    "Client 2 Information",
+    "Case Information",
+    "Discovery Information",
+    "Settlement Information",
+    "Fee / Payment Information",
+    "Debt Collector Information",
+    "Notes",
+    "Other Fields",
+]
+
+sections = []
+
+for heading in preferred_order:
+    fields = grouped.get(heading)
+    if not fields:
+        continue
+
+    sections.append({
+        "heading": heading,
+        "collapsible": heading not in {"Client Information", "Case Information"},
+        "defaultOpen": heading in {"Client Information", "Case Information"},
+        "fields": fields
+    })
+
+lists_raw = run_node_list_extractor()
+
+lists = {
+    "plaintiffs": lists_raw.get("casePlaintiffInfo", []),
+    "opposingCounsel": lists_raw.get("caseOpposingCounselInfo", []) or lists_raw.get("opposingCounselInfo", []),
+    "judges": lists_raw.get("judgeInfo", []),
+    "filingAttorneys": lists_raw.get("caseFilingAttorneyInfo", []) or lists_raw.get("filingAttorneyInfo", []),
+    "debtCollectors": lists_raw.get("debtCollectorInfo", []),
+    "states": ["MO", "KS"],
+    "caseDesignations": [
+        "Associate Circuit",
+        "Circuit",
+        "Limited Actions",
+        "Small Claims"
+    ]
+}
+
+templates = discover_templates()
+
+profile = {
+    "id": "legal_profile",
+    "name": "Legal Profile",
+    "description": "Consumer debt defense legal profile based on the legacy app form fields. Additional template fields are calculated at generation time.",
+    "template": templates[0]["template"] if templates else "legacy/Canned-Emails.docx",
+    "outputFilename": "legal_{caseNumber}_{timestamp_YYYY-MM-DD_HH-mm-ss}.docx",
+    "lists": lists,
+    "templates": templates,
+    "calculations": [
+        {
+            "script": "legacy_legal",
+            "runOn": "generate",
+            "description": "Generate old-template compatible calculated fields.",
+            "outputsDynamic": {
+                "settlementSchedule": {
+                    "countField": "settlementInstallmentNo",
+                    "indexFormat": "decimal2",
+                    "maxCount": 120,
+                    "fields": [
+                        "settlementPaymentDate",
+                        "settlementPaymentAmount",
+                        "settlementRemaingBalance",
+                        "settlementRemainingBalance"
+                    ]
+                }
+            }
+        }
+    ],
+    "sections": sections
+}
+
+OUT_PROFILE.write_text(json.dumps(profile, indent=2), encoding="utf-8")
+
+print(f"Wrote {OUT_PROFILE}")
+print(f"Visible HTML fields: {len(fields_seen)}")
+for section in sections:
+    print(f"- {section['heading']}: {len(section['fields'])}")

scripts/legacy-excel-datafile.py

@@ -0,0 +1,106 @@
+import argparse
+import csv
+import json
+import zipfile
+import xml.etree.ElementTree as ET
+from pathlib import Path
+
+MAP_FILE = Path("tools/doc_generator/content/excel_maps/legacy_excel_maps.json")
+
+NS = {
+    "main": "http://schemas.openxmlformats.org/spreadsheetml/2006/main",
+    "rel": "http://schemas.openxmlformats.org/officeDocument/2006/relationships",
+}
+
+
+def load_map(map_id):
+    data = json.loads(MAP_FILE.read_text(encoding="utf-8"))
+    for item in data["maps"]:
+        if item["id"] == map_id:
+            return item
+    raise SystemExit(f"Map not found: {map_id}")
+
+
+def col_row(cell):
+    col = "".join(ch for ch in cell if ch.isalpha())
+    row = "".join(ch for ch in cell if ch.isdigit())
+    return col, int(row)
+
+
+def shared_strings(z):
+    try:
+        xml = z.read("xl/sharedStrings.xml")
+    except KeyError:
+        return []
+
+    root = ET.fromstring(xml)
+    values = []
+
+    for si in root.findall("main:si", NS):
+        parts = []
+        for t in si.findall(".//main:t", NS):
+            parts.append(t.text or "")
+        values.append("".join(parts))
+
+    return values
+
+
+def read_xlsx_cells(path):
+    values = {}
+
+    with zipfile.ZipFile(path) as z:
+        strings = shared_strings(z)
+
+        # MVP: first worksheet only.
+        sheet_xml = z.read("xl/worksheets/sheet1.xml")
+        root = ET.fromstring(sheet_xml)
+
+        for cell in root.findall(".//main:c", NS):
+            ref = cell.attrib.get("r")
+            cell_type = cell.attrib.get("t")
+            v = cell.find("main:v", NS)
+
+            if not ref or v is None:
+                continue
+
+            raw = v.text or ""
+
+            if cell_type == "s":
+                try:
+                    values[ref] = strings[int(raw)]
+                except Exception:
+                    values[ref] = raw
+            else:
+                values[ref] = raw
+
+    return values
+
+
+def export_csv(map_id, xlsx_path, csv_path):
+    mapping = load_map(map_id)
+    cells = read_xlsx_cells(xlsx_path)
+
+    row = {}
+    for field, cell in mapping["fields"].items():
+        row[field] = cells.get(cell, "")
+
+    with open(csv_path, "w", newline="", encoding="utf-8") as f:
+        writer = csv.DictWriter(f, fieldnames=list(mapping["fields"].keys()))
+        writer.writeheader()
+        writer.writerow(row)
+
+    print(f"Exported {csv_path}")
+
+
+def main():
+    parser = argparse.ArgumentParser(description="Export legacy Excel workbook cells to new app CSV datafile.")
+    parser.add_argument("map_id", help="Map id from legacy_excel_maps.json")
+    parser.add_argument("xlsx", help="Legacy Excel workbook to read")
+    parser.add_argument("csv", help="CSV datafile to write")
+    args = parser.parse_args()
+
+    export_csv(args.map_id, Path(args.xlsx), Path(args.csv))
+
+
+if __name__ == "__main__":
+    main()

scripts/rebuild-template-labels.py

@@ -0,0 +1,112 @@
+import json
+import re
+from pathlib import Path
+
+PROFILE = Path("tools/doc_generator/content/document_types/legal_profile.json")
+TEMPLATES_ROOT = Path("tools/doc_generator/content/templates")
+LEGACY_ROOT = TEMPLATES_ROOT / "legacy"
+
+CATEGORY_RULES = [
+    ("discovery", ["disco", "discovery", "interrog", "request-for-production", "rfp", "admission"]),
+    ("answers", ["answer", "entry-of-appearance"]),
+    ("settlement", ["settlement", "stip", "payment"]),
+    ("client", ["client", "engagement", "fee", "contract"]),
+    ("motions", ["motion", "dismiss", "compel", "summary"]),
+    ("letters", ["letter", "email", "canned"]),
+    ("pleadings", ["petition", "complaint", "counterclaim"]),
+]
+
+
+def title_case(value):
+    value = value.replace("_", " ").replace("-", " ")
+    value = re.sub(r"\s+", " ", value).strip()
+
+    replacements = {
+        "disco": "discovery",
+        "rfp": "request for production",
+        "cos": "certificate of service",
+        "oc": "opposing counsel",
+        "atty": "attorney",
+        "mo": "Missouri",
+        "ks": "Kansas",
+    }
+
+    words = []
+    for word in value.split():
+        lower = word.lower()
+        words.append(replacements.get(lower, lower))
+
+    return " ".join(words)
+
+
+def slug(value):
+    value = title_case(value).lower()
+    value = re.sub(r"[^a-z0-9]+", "_", value)
+    return value.strip("_") or "template"
+
+
+def category_for(relative_path):
+    text = relative_path.as_posix().lower()
+    for category, needles in CATEGORY_RULES:
+        if any(needle in text for needle in needles):
+            return category
+    return "general"
+
+
+def label_for(path):
+    rel = path.relative_to(LEGACY_ROOT)
+    parts = list(rel.parts)
+    parts[-1] = Path(parts[-1]).stem
+
+    clean_parts = [title_case(part) for part in parts]
+    return " / ".join(clean_parts)
+
+
+def main():
+    data = json.loads(PROFILE.read_text(encoding="utf-8"))
+
+    templates = []
+    used_ids = set()
+
+    for path in sorted(LEGACY_ROOT.rglob("*.docx")):
+        rel_from_templates = path.relative_to(TEMPLATES_ROOT).as_posix()
+        rel_from_legacy = path.relative_to(LEGACY_ROOT)
+
+        category = category_for(rel_from_legacy)
+        base_id = f"{category}_{slug(rel_from_legacy.with_suffix('').as_posix())}"
+        template_id = base_id
+
+        n = 2
+        while template_id in used_ids:
+            template_id = f"{base_id}_{n}"
+            n += 1
+
+        used_ids.add(template_id)
+
+        templates.append({
+            "id": template_id,
+            "category": category,
+            "label": label_for(path),
+            "template": rel_from_templates,
+            "outputFilename": f"{template_id}_{{caseNumber}}_{{timestamp_YYYY-MM-DD_HH-mm-ss}}.docx"
+        })
+
+    templates.sort(key=lambda item: (item["category"], item["label"]))
+
+    data["templates"] = templates
+
+    if templates:
+        data["defaultTemplateId"] = templates[0]["id"]
+        data["template"] = templates[0]["template"]
+
+    PROFILE.write_text(json.dumps(data, indent=2), encoding="utf-8")
+
+    print(f"Updated {PROFILE}")
+    print(f"Templates: {len(templates)}")
+    for category in sorted({item["category"] for item in templates}):
+        count = sum(1 for item in templates if item["category"] == category)
+        print(f"- {category}: {count}")
+
+
+if __name__ == "__main__":
+    main()

scripts/review-old-word-doc-generator.py

@@ -0,0 +1,251 @@
+import json
+import re
+from pathlib import Path
+
+try:
+    from docx import Document
+except Exception:
+    Document = None
+
+OLD_APP = Path("/mnt/storage/sftp/mcelwain/repository/word-doc-generator")
+OUT_DIR = Path("diagnostics")
+OUT_DIR.mkdir(parents=True, exist_ok=True)
+
+PLACEHOLDER_RE = re.compile(r"\{([A-Za-z0-9_:\-]+)\}")
+
+
+def read_text(path):
+    try:
+        return path.read_text(encoding="utf-8", errors="ignore")
+    except Exception:
+        return ""
+
+
+def find_placeholders_in_text(text):
+    return sorted(set(PLACEHOLDER_RE.findall(text)))
+
+
+def find_placeholders_in_docx(path):
+    if Document is None:
+        return []
+
+    found = set()
+    try:
+        doc = Document(path)
+    except Exception:
+        return []
+
+    def scan_paragraphs(paragraphs):
+        for p in paragraphs:
+            found.update(find_placeholders_in_text(p.text))
+
+    def scan_table(table):
+        for row in table.rows:
+            for cell in row.cells:
+                scan_paragraphs(cell.paragraphs)
+                for nested in cell.tables:
+                    scan_table(nested)
+
+    scan_paragraphs(doc.paragraphs)
+    for table in doc.tables:
+        scan_table(table)
+
+    return sorted(found)
+
+
+def categorize_field(name):
+    lower = name.lower()
+
+    if lower.startswith("client2"):
+        return "Client 2 Information"
+    if lower.startswith("client") or lower in {"dob", "ssn", "ssnlastfour", "alias", "email"}:
+        return "Client Information"
+    if lower.startswith("case"):
+        return "Case Information"
+    if lower.startswith("settlement"):
+        return "Settlement Information"
+    if lower.startswith("installment") or lower.startswith("fee") or lower in {"nameoncard", "cardnumber", "securitycode", "expiration", "billingaddress", "billingzip"}:
+        return "Fee / Payment Information"
+    if lower.startswith("debtcollector"):
+        return "Debt Collector Information"
+    if lower.startswith("disco"):
+        return "Discovery Information"
+    if lower in {"today", "currentdate", "currentdatemm-dd-yyyy"}:
+        return "Date Fields"
+    if lower == "notes":
+        return "Notes"
+
+    return "Other Fields"
+
+
+def field_type(name):
+    lower = name.lower()
+    if "notes" in lower or "appearanceinfo" in lower or "paymentoptions" in lower:
+        return "textarea"
+    if "date" in lower or lower in {"dob"}:
+        return "date"
+    if "email" in lower:
+        return "email"
+    if "phone" in lower or "fax" in lower:
+        return "tel"
+    return "text"
+
+
+def make_sections(fields):
+    grouped = {}
+    for name in fields:
+        grouped.setdefault(categorize_field(name), []).append(name)
+
+    preferred_order = [
+        "Date Fields",
+        "Client Information",
+        "Client 2 Information",
+        "Case Information",
+        "Discovery Information",
+        "Settlement Information",
+        "Fee / Payment Information",
+        "Debt Collector Information",
+        "Notes",
+        "Other Fields",
+    ]
+
+    sections = []
+    for heading in preferred_order:
+        names = grouped.get(heading)
+        if not names:
+            continue
+
+        sections.append({
+            "heading": heading,
+            "collapsible": heading not in {"Client Information", "Case Information"},
+            "defaultOpen": heading in {"Client Information", "Case Information"},
+            "fields": [
+                {
+                    "name": name,
+                    "label": re.sub(r"([a-z])([A-Z])", r"\1 \2", name).replace("_", " ").strip().title(),
+                    "type": field_type(name),
+                    "required": False
+                }
+                for name in sorted(names)
+            ]
+        })
+
+    return sections
+
+
+js_files = sorted(OLD_APP.rglob("*.js"))
+html_files = sorted(OLD_APP.rglob("*.html"))
+css_files = sorted(OLD_APP.rglob("*.css"))
+docx_files = sorted(OLD_APP.rglob("*.docx"))
+xlsx_files = sorted(OLD_APP.rglob("*.xlsx"))
+
+all_text_placeholders = set()
+function_hits = []
+
+function_terms = {
+    "DOCX generation": ["docx", "Docxtemplater", "generateDocument", "generateDoc"],
+    "Excel generation": ["xlsx", "generateExcel", "template.xlsx"],
+    "vCard generation": ["vcard", "vCard", "BEGIN:VCARD"],
+    "Calendar / ICS generation": ["ics", "BEGIN:VCALENDAR", "VEVENT"],
+    "Client folder generation": ["generateClientFolder", "client folder"],
+    "Settlement calculations": ["settlementPayment", "settlementInstallment", "remainingBalance"],
+}
+
+for path in js_files + html_files:
+    text = read_text(path)
+    all_text_placeholders.update(find_placeholders_in_text(text))
+
+    for label, terms in function_terms.items():
+        if any(term in text for term in terms):
+            function_hits.append((label, str(path.relative_to(OLD_APP))))
+
+template_rows = []
+all_template_placeholders = set()
+
+for path in docx_files:
+    placeholders = find_placeholders_in_docx(path)
+    all_template_placeholders.update(placeholders)
+    template_rows.append({
+        "template": str(path.relative_to(OLD_APP)),
+        "placeholder_count": len(placeholders),
+        "placeholders": placeholders,
+    })
+
+all_fields = sorted(all_text_placeholders | all_template_placeholders)
+
+profile = {
+    "id": "legacy_word_doc_generator",
+    "name": "Legacy Word Doc Generator Profile",
+    "description": "Draft profile generated from the legacy word-doc-generator app.",
+    "template": "REPLACE_WITH_SELECTED_TEMPLATE.docx",
+    "outputFilename": "legacy_document_{timestamp_YYYY-MM-DD_HH-mm-ss}.docx",
+    "sourceApp": str(OLD_APP),
+    "sections": make_sections(all_fields),
+    "legacyFeatures": sorted(set(label for label, _ in function_hits)),
+    "templatesFound": template_rows,
+}
+
+profile_path = OUT_DIR / "legacy_word_doc_generator_profile_draft.json"
+profile_path.write_text(json.dumps(profile, indent=2), encoding="utf-8")
+
+report = []
+report.append("# Legacy Word Doc Generator Review")
+report.append("")
+report.append(f"Source app: `{OLD_APP}`")
+report.append("")
+report.append("## Files Found")
+report.append("")
+report.append(f"- JS files: {len(js_files)}")
+report.append(f"- HTML files: {len(html_files)}")
+report.append(f"- CSS files: {len(css_files)}")
+report.append(f"- DOCX templates: {len(docx_files)}")
+report.append(f"- XLSX files: {len(xlsx_files)}")
+report.append("")
+report.append("## Legacy Features Detected")
+report.append("")
+
+if function_hits:
+    seen = set()
+    for label, rel in function_hits:
+        key = (label, rel)
+        if key in seen:
+            continue
+        seen.add(key)
+        report.append(f"- {label}: `{rel}`")
+else:
+    report.append("- No major legacy feature signatures detected.")
+
+report.append("")
+report.append("## Templates Found")
+report.append("")
+
+if template_rows:
+    for row in template_rows:
+        report.append(f"### `{row['template']}`")
+        report.append(f"- Placeholder count: {row['placeholder_count']}")
+        if row["placeholders"]:
+            report.append("- Placeholders:")
+            for name in row["placeholders"]:
+                report.append(f"  - `{{{name}}}`")
+        report.append("")
+else:
+    report.append("- No DOCX templates found.")
+
+report.append("")
+report.append("## All Fields Detected")
+report.append("")
+for name in all_fields:
+    report.append(f"- `{{{name}}}`")
+
+report.append("")
+report.append("## Draft Profile")
+report.append("")
+report.append(f"Generated: `{profile_path}`")
+report.append("")
+
+report_path = OUT_DIR / "legacy_word_doc_generator_review.md"
+report_path.write_text("\n".join(report), encoding="utf-8")
+
+print(f"Wrote {report_path}")
+print(f"Wrote {profile_path}")
+print(f"Detected {len(all_fields)} unique fields/placeholders")

static/app.js

@@ -10,6 +10,8 @@ const downloadDataButton = document.getElementById("downloadDataButton");
 const downloadJsonButton = document.getElementById("downloadJsonButton");
 const defaultDocumentOptions = document.getElementById("defaultDocumentOptions");
 const uploadedJsonOptions = document.getElementById("uploadedJsonOptions");
+const legacyTemplateSelect = document.getElementById("legacyTemplateSelect");
+const legacyTemplateRow = document.getElementById("legacyTemplateRow");
 const documentPickerToggle = document.getElementById("documentPickerToggle");
 const documentPickerMenu = document.getElementById("documentPickerMenu");
 const selectedDocumentLabel = document.getElementById("selectedDocumentLabel");
@@ -19,6 +21,7 @@ let currentFields = [];
 let defaultDocumentTypes = [];
 let activePickerKind = "default";
 let activePickerId = "";
+let selectedTemplateId = "";
 
 function setStatus(message) {
   statusBox.innerHTML = message || "";
@@ -67,7 +70,13 @@ function createInput(field) {
     }
   } else {
     input = document.createElement("input");
-    input.type = field.type || "text";
+    input.type = "text";
+
+    if (field.type === "autocomplete" && field.list) {
+      input.setAttribute("list", `datalist-${field.list}`);
+    } else {
+      input.type = field.type || "text";
+    }
   }
 
   input.id = field.name;
@@ -164,9 +173,69 @@ function renderFlatFields(fields) {
   }
 }
 
+
+function renderDatalists(documentType) {
+  document.querySelectorAll("datalist[data-generated-list='true']").forEach(el => el.remove());
+
+  const lists = documentType.lists || {};
+  for (const [listName, values] of Object.entries(lists)) {
+    const datalist = document.createElement("datalist");
+    datalist.id = `datalist-${listName}`;
+    datalist.dataset.generatedList = "true";
+
+    for (const value of values || []) {
+      const option = document.createElement("option");
+      option.value = value;
+      datalist.appendChild(option);
+    }
+
+    document.body.appendChild(datalist);
+  }
+}
+
+function renderTemplateSelector(documentType) {
+  if (!legacyTemplateSelect || !legacyTemplateRow) return;
+
+  const templates = documentType.templates || [];
+
+  legacyTemplateSelect.innerHTML = "";
+
+  if (!templates.length) {
+    legacyTemplateRow.style.display = "none";
+    selectedTemplateId = "";
+    return;
+  }
+
+  legacyTemplateRow.style.display = "block";
+
+  for (const template of templates) {
+    const option = document.createElement("option");
+    option.value = template.id;
+    option.textContent = template.label || template.id;
+    legacyTemplateSelect.appendChild(option);
+  }
+
+  const savedTemplate = localStorage.getItem(`utilityAppSelectedTemplate:${documentType.id}`);
+  selectedTemplateId = savedTemplate && templates.some(t => t.id === savedTemplate)
+    ? savedTemplate
+    : (documentType.defaultTemplateId || templates[0].id);
+
+  legacyTemplateSelect.value = selectedTemplateId;
+}
+
+function getSelectedTemplateId() {
+  if (!legacyTemplateSelect || legacyTemplateRow?.style.display === "none") {
+    return "";
+  }
+  return legacyTemplateSelect.value || selectedTemplateId || "";
+}
+
+
 function renderDocumentType(documentType) {
   fieldsContainer.innerHTML = "";
   currentFields = [];
+  renderDatalists(documentType);
+  renderTemplateSelector(documentType);
 
   if (Array.isArray(documentType.sections)) {
     for (const section of documentType.sections) {
@@ -600,6 +669,7 @@ docForm.addEventListener("submit", async event => {
     headers: {"Content-Type": "application/json"},
     body: JSON.stringify({
       document_type_id: currentDocumentType.id,
+      template_id: getSelectedTemplateId(),
       data: getFormData(true)
     })
   });
@@ -750,3 +820,552 @@ if (savedActiveView) {
 requestAnimationFrame(() => {
   document.body.classList.remove("app-loading");
 });
+
+
+if (legacyTemplateSelect) {
+  legacyTemplateSelect.addEventListener("change", () => {
+    selectedTemplateId = legacyTemplateSelect.value;
+    if (currentDocumentType?.id) {
+      localStorage.setItem(`utilityAppSelectedTemplate:${currentDocumentType.id}`, selectedTemplateId);
+    }
+    saveCurrentFormData();
+  });
+}
+
+function removeDynamicFields(groupId) {
+  document.querySelectorAll(`[data-dynamic-group="${groupId}"]`).forEach(el => el.remove());
+  currentFields = currentFields.filter(field => field.dynamicGroup !== groupId);
+}
+
+function renderDynamicFieldGroup(group) {
+  if (!currentDocumentType) return;
+
+  const countEl = document.getElementById(group.countField);
+  if (!countEl) return;
+
+  const count = Math.min(
+    parseInt(countEl.value || "0", 10) || 0,
+    group.maxCount || 100
+  );
+
+  removeDynamicFields(group.id);
+
+  if (count <= 0) return;
+
+  const wrapper = document.createElement("div");
+  wrapper.dataset.dynamicGroup = group.id;
+  wrapper.className = "json-section dynamic-field-group";
+
+  const details = document.createElement("details");
+  details.open = group.defaultOpen !== false;
+
+  const summary = document.createElement("summary");
+  summary.textContent = `${group.section || "Dynamic Fields"} (${count})`;
+  details.appendChild(summary);
+
+  const generatedFields = [];
+
+  for (let n = 1; n <= count; n++) {
+    for (const fieldDef of group.fields || []) {
+      generatedFields.push({
+        name: fieldDef.namePattern.replaceAll("{n}", String(n)),
+        label: fieldDef.labelPattern.replaceAll("{n}", String(n)),
+        type: fieldDef.type || "text",
+        list: fieldDef.list,
+        required: Boolean(fieldDef.required),
+        dynamicGroup: group.id
+      });
+    }
+  }
+
+  currentFields.push(...generatedFields);
+  appendFieldRows(details, generatedFields);
+
+  wrapper.appendChild(details);
+
+  const countField = document.getElementById(group.countField);
+  const sectionWrapper = countField?.closest(".json-section");
+
+  if (sectionWrapper) {
+    sectionWrapper.appendChild(wrapper);
+  } else {
+    fieldsContainer.appendChild(wrapper);
+  }
+
+  restoreSavedFormData();
+}
+
+function renderAllDynamicFieldGroups() {
+  if (!currentDocumentType?.dynamicFieldGroups) return;
+
+  for (const group of currentDocumentType.dynamicFieldGroups) {
+    renderDynamicFieldGroup(group);
+
+    const countEl = document.getElementById(group.countField);
+    if (countEl && !countEl.dataset.dynamicListenerAttached) {
+      countEl.dataset.dynamicListenerAttached = "true";
+
+      countEl.addEventListener("input", () => {
+        saveCurrentFormData();
+        renderDynamicFieldGroup(group);
+      });
+
+      countEl.addEventListener("change", () => {
+        saveCurrentFormData();
+        renderDynamicFieldGroup(group);
+      });
+    }
+  }
+}
+
+const originalRenderDocumentTypeForDynamicGroups = renderDocumentType;
+renderDocumentType = function(documentType) {
+  originalRenderDocumentTypeForDynamicGroups(documentType);
+  renderAllDynamicFieldGroups();
+  loadExcelMaps();
+};
+
+const templateFileInput = document.getElementById("templateFileInput");
+
+async function fetchUploadedTemplatesForCurrentProfile() {
+  if (!currentDocumentType?.id) return [];
+
+  try {
+    const response = await fetch(`/api/doc-generator/uploaded-templates/${encodeURIComponent(currentDocumentType.id)}`);
+    const json = await response.json();
+
+    if (!response.ok) {
+      return [];
+    }
+
+    return json.templates || [];
+  } catch {
+    return [];
+  }
+}
+
+const originalRenderTemplateSelectorWithUploads = renderTemplateSelector;
+renderTemplateSelector = function(documentType) {
+  if (!legacyTemplateSelect || !legacyTemplateRow) return;
+
+  const libraryTemplates = documentType.templates || [];
+
+  legacyTemplateSelect.innerHTML = "";
+
+  if (!libraryTemplates.length && !documentType.id) {
+    legacyTemplateRow.style.display = "none";
+    selectedTemplateId = "";
+    return;
+  }
+
+  legacyTemplateRow.style.display = "block";
+
+  if (libraryTemplates.length) {
+    const libraryGroup = document.createElement("optgroup");
+    libraryGroup.label = "Library Templates";
+
+    for (const template of libraryTemplates) {
+      const option = document.createElement("option");
+      option.value = template.id;
+      option.textContent = template.label || template.id;
+      libraryGroup.appendChild(option);
+    }
+
+    legacyTemplateSelect.appendChild(libraryGroup);
+  }
+
+  const uploadedGroup = document.createElement("optgroup");
+  uploadedGroup.label = "Uploaded Templates";
+  uploadedGroup.id = "uploadedTemplateOptGroup";
+  legacyTemplateSelect.appendChild(uploadedGroup);
+
+  const savedTemplate = localStorage.getItem(`utilityAppSelectedTemplate:${documentType.id}`);
+  selectedTemplateId = savedTemplate || documentType.defaultTemplateId || libraryTemplates[0]?.id || "";
+
+  if (selectedTemplateId) {
+    legacyTemplateSelect.value = selectedTemplateId;
+  }
+
+  refreshUploadedTemplateOptions();
+};
+
+async function refreshUploadedTemplateOptions() {
+  if (!legacyTemplateSelect || !currentDocumentType?.id) return;
+
+  let uploadedGroup = document.getElementById("uploadedTemplateOptGroup");
+
+  if (!uploadedGroup) {
+    uploadedGroup = document.createElement("optgroup");
+    uploadedGroup.label = "Uploaded Templates";
+    uploadedGroup.id = "uploadedTemplateOptGroup";
+    legacyTemplateSelect.appendChild(uploadedGroup);
+  }
+
+  uploadedGroup.innerHTML = "";
+
+  const uploadedTemplates = await fetchUploadedTemplatesForCurrentProfile();
+
+  for (const template of uploadedTemplates) {
+    const option = document.createElement("option");
+    option.value = template.id;
+    option.textContent = template.label || template.filename;
+    uploadedGroup.appendChild(option);
+  }
+
+  const savedTemplate = localStorage.getItem(`utilityAppSelectedTemplate:${currentDocumentType.id}`);
+  if (savedTemplate && [...legacyTemplateSelect.options].some(option => option.value === savedTemplate)) {
+    legacyTemplateSelect.value = savedTemplate;
+    selectedTemplateId = savedTemplate;
+  }
+}
+
+if (templateFileInput) {
+  templateFileInput.addEventListener("change", async event => {
+    const file = event.target.files[0];
+    if (!file) return;
+
+    if (!currentDocumentType?.id) {
+      setStatus("Select a profile before uploading a template.");
+      templateFileInput.value = "";
+      return;
+    }
+
+    try {
+      const formData = new FormData();
+      formData.append("file", file);
+
+      const response = await fetch(`/api/doc-generator/upload-template/${encodeURIComponent(currentDocumentType.id)}`, {
+        method: "POST",
+        body: formData
+      });
+
+      const result = await response.json();
+
+      if (!response.ok) {
+        throw new Error(result.detail || "Template upload failed.");
+      }
+
+      await refreshUploadedTemplateOptions();
+
+      legacyTemplateSelect.value = result.template_id;
+      selectedTemplateId = result.template_id;
+      localStorage.setItem(`utilityAppSelectedTemplate:${currentDocumentType.id}`, selectedTemplateId);
+
+      setStatus(`Uploaded template: ${result.filename}<br>Saved to: ${result.saved_path}`);
+    } catch (error) {
+      setStatus(`Could not upload template: ${error.message}`);
+    } finally {
+      templateFileInput.value = "";
+    }
+  });
+}
+
+const excelMapSelect = document.getElementById("excelMapSelect");
+const exportExcelButton = document.getElementById("exportExcelButton");
+const excelImportInput = document.getElementById("excelImportInput");
+
+async function loadExcelMaps() {
+  if (!excelMapSelect) return;
+
+  try {
+    if (!currentDocumentType?.id) return;
+    const response = await fetch(`/api/doc-generator/excel-maps/${encodeURIComponent(currentDocumentType.id)}`);
+    const json = await response.json();
+
+    if (!response.ok) {
+      throw new Error(json.detail || "Could not load Excel maps.");
+    }
+
+    excelMapSelect.innerHTML = "";
+
+    for (const item of json.maps || []) {
+      const option = document.createElement("option");
+      option.value = item.id;
+      option.textContent = `${item.label || item.id} (${item.field_count} fields)`;
+      excelMapSelect.appendChild(option);
+    }
+
+    const saved = localStorage.getItem("utilityAppExcelMapId");
+    if (saved && [...excelMapSelect.options].some(option => option.value === saved)) {
+      excelMapSelect.value = saved;
+    }
+  } catch (error) {
+    setStatus(`Could not load Excel maps: ${error.message}`);
+  }
+}
+
+if (excelMapSelect) {
+  excelMapSelect.addEventListener("change", () => {
+    localStorage.setItem("utilityAppExcelMapId", excelMapSelect.value);
+  });
+}
+
+if (exportExcelButton) {
+  exportExcelButton.addEventListener("click", async () => {
+    if (!currentDocumentType?.id) {
+      setStatus("Select a profile before exporting Excel.");
+      return;
+    }
+
+    try {
+      saveCurrentFormData();
+
+      const response = await fetch("/api/doc-generator/export-excel", {
+        method: "POST",
+        headers: {"Content-Type": "application/json"},
+        body: JSON.stringify({
+          document_type_id: currentDocumentType.id,
+          map_id: excelMapSelect?.value || "field_to_cell_map",
+          data: getFormData(true)
+        })
+      });
+
+      const result = await response.json();
+
+      if (!response.ok) {
+        throw new Error(result.detail || "Excel export failed.");
+      }
+
+      const link = document.createElement("a");
+      link.href = result.download_url;
+      link.download = result.filename;
+      document.body.appendChild(link);
+      link.click();
+      link.remove();
+
+      setStatus(`Exported Excel: ${result.filename}`);
+    } catch (error) {
+      setStatus(`Could not export Excel: ${error.message}`);
+    }
+  });
+}
+
+if (excelImportInput) {
+  excelImportInput.addEventListener("change", () => {
+    setStatus("Excel import is not wired yet. Export is ready.");
+    excelImportInput.value = "";
+  });
+}
+
+loadExcelMaps();
+
+/* Excel template download button */
+const downloadExcelTemplateButton = document.getElementById("downloadExcelTemplateButton");
+
+if (downloadExcelTemplateButton) {
+  downloadExcelTemplateButton.addEventListener("click", () => {
+    if (!currentDocumentType?.id || !excelMapSelect?.value) {
+      setStatus("Select a profile and Excel template/map first.");
+      return;
+    }
+
+    window.location.href = `/api/doc-generator/excel-template-by-map/${encodeURIComponent(currentDocumentType.id)}/${encodeURIComponent(excelMapSelect.value)}`;
+  });
+}
+
+
+/* final legal profile UI normalization */
+function legalProfileDisplayName(label) {
+  const value = String(label || "").trim();
+  if (value === "Legal Profile" || value === "legal_profile") return "Legal";
+  return value;
+}
+
+function normalizeLegalUi() {
+  const selectedLabel = document.getElementById("selectedDocumentLabel");
+  if (selectedLabel) {
+    selectedLabel.textContent = legalProfileDisplayName(selectedLabel.textContent);
+  }
+
+  const description = document.getElementById("documentDescription");
+  if (description && currentDocumentType?.id === "legal_profile") {
+    description.textContent = "Consumer Debt Defense Legal Profile";
+    description.classList.add("legal-profile-caption");
+  }
+
+  setupSelectPicker("excelMapSelect", "Excel Template / Map");
+  setupSelectPicker("legacyTemplateSelect", "Document Template");
+
+  renderUploadedTemplateDeleteUi().catch(() => {});
+}
+
+function setupSelectPicker(selectId, fallbackLabel) {
+  const select = document.getElementById(selectId);
+  if (!select) return;
+
+  select.classList.add("native-select-hidden");
+
+  let picker = document.querySelector(`[data-select-picker-for="${selectId}"]`);
+  if (!picker) {
+    picker = document.createElement("div");
+    picker.className = "document-picker dropdown-picker select-picker";
+    picker.dataset.selectPickerFor = selectId;
+    picker.innerHTML = `
+      <button class="document-picker-toggle select-picker-toggle" type="button">
+        <span class="select-picker-label">${fallbackLabel}</span>
+        <span class="dropdown-arrow">▼</span>
+      </button>
+      <div class="document-picker-menu select-picker-menu"></div>
+    `;
+    select.insertAdjacentElement("afterend", picker);
+
+    const toggle = picker.querySelector(".select-picker-toggle");
+    toggle.addEventListener("click", event => {
+      event.preventDefault();
+      event.stopPropagation();
+      document.querySelectorAll(".select-picker.open").forEach(openPicker => {
+        if (openPicker !== picker) openPicker.classList.remove("open");
+      });
+      picker.classList.toggle("open");
+    });
+  }
+
+  const menu = picker.querySelector(".select-picker-menu");
+  const label = picker.querySelector(".select-picker-label");
+
+  menu.innerHTML = "";
+
+  const options = [...select.options].filter(option => option.value !== "");
+  if (!options.length) {
+    label.textContent = fallbackLabel;
+    return;
+  }
+
+  const selectedOption = select.selectedOptions?.[0] || options[0];
+  label.textContent = selectedOption?.textContent?.trim() || fallbackLabel;
+
+  for (const option of options) {
+    const button = document.createElement("button");
+    button.type = "button";
+    button.className = "picker-item";
+    if (option.value === select.value) button.classList.add("active");
+    button.textContent = option.textContent.trim();
+    button.addEventListener("click", event => {
+      event.preventDefault();
+      select.value = option.value;
+      select.dispatchEvent(new Event("change", { bubbles: true }));
+      picker.classList.remove("open");
+      setupSelectPicker(selectId, fallbackLabel);
+    });
+    menu.appendChild(button);
+  }
+}
+
+document.addEventListener("click", () => {
+  document.querySelectorAll(".select-picker.open").forEach(picker => picker.classList.remove("open"));
+});
+
+const originalSetActivePickerForLegalUi = typeof setActivePicker === "function" ? setActivePicker : null;
+if (originalSetActivePickerForLegalUi) {
+  setActivePicker = function(kind, id, label) {
+    originalSetActivePickerForLegalUi(kind, id, legalProfileDisplayName(label));
+    normalizeLegalUi();
+  };
+}
+
+const originalRenderDocumentTypeForLegalUi = renderDocumentType;
+renderDocumentType = function(documentType) {
+  originalRenderDocumentTypeForLegalUi(documentType);
+  normalizeLegalUi();
+};
+
+const originalRenderTemplateSelectorForLegalUi = renderTemplateSelector;
+renderTemplateSelector = function(documentType) {
+  originalRenderTemplateSelectorForLegalUi(documentType);
+  normalizeLegalUi();
+};
+
+async function fetchUploadedTemplatesForDeleteUi() {
+  if (!currentDocumentType?.id) return [];
+  const response = await fetch(`/api/doc-generator/uploaded-templates/${encodeURIComponent(currentDocumentType.id)}`);
+  if (!response.ok) return [];
+  const json = await response.json();
+  return json.templates || [];
+}
+
+function ensureUploadedTemplateManager() {
+  const row = document.getElementById("legacyTemplateRow");
+  if (!row) return null;
+  let manager = document.getElementById("uploadedTemplatesManager");
+  if (manager) return manager;
+  manager = document.createElement("div");
+  manager.id = "uploadedTemplatesManager";
+  manager.className = "uploaded-template-manager";
+  manager.innerHTML = `
+    <div class="uploaded-template-manager-title">Uploaded Templates</div>
+    <div id="uploadedTemplatesList"></div>
+  `;
+  row.appendChild(manager);
+  return manager;
+}
+
+async function renderUploadedTemplateDeleteUi() {
+  const manager = ensureUploadedTemplateManager();
+  if (!manager) return;
+
+  const list = document.getElementById("uploadedTemplatesList");
+  if (!list) return;
+
+  const templates = await fetchUploadedTemplatesForDeleteUi();
+  const uploaded = templates.filter(item => {
+    const id = item.id || item.filename || "";
+    return id.startsWith("uploaded:") || item.source === "uploaded" || item.uploaded === true;
+  });
+
+  if (!uploaded.length) {
+    manager.style.display = "none";
+    list.innerHTML = "";
+    return;
+  }
+
+  manager.style.display = "";
+  list.innerHTML = "";
+
+  for (const template of uploaded) {
+    const id = template.id || template.filename;
+    const name = template.label || template.filename || id;
+
+    const row = document.createElement("div");
+    row.className = "uploaded-template-row";
+
+    const nameSpan = document.createElement("span");
+    nameSpan.textContent = name;
+
+    const deleteButton = document.createElement("button");
+    deleteButton.type = "button";
+    deleteButton.className = "delete-json-button";
+    deleteButton.textContent = "x";
+    deleteButton.title = `Delete ${name}`;
+
+    deleteButton.addEventListener("click", async event => {
+      event.preventDefault();
+      event.stopPropagation();
+
+      if (!confirm(`Delete uploaded template?\n\n${name}`)) return;
+
+      const deleteId = String(id).replace(/^uploaded:/, "");
+      const response = await fetch(`/api/doc-generator/uploaded-template/${encodeURIComponent(currentDocumentType.id)}/${encodeURIComponent(deleteId)}`, {
+        method: "DELETE"
+      });
+
+      if (!response.ok) {
+        setStatus("Unable to delete uploaded template.");
+        return;
+      }
+
+      setStatus("Uploaded template deleted.");
+      await refreshUploadedTemplatesForCurrentProfile();
+      normalizeLegalUi();
+    });
+
+    row.appendChild(nameSpan);
+    row.appendChild(deleteButton);
+    list.appendChild(row);
+  }
+}
+
+setInterval(() => {
+  normalizeLegalUi();
+}, 1000);
+
+normalizeLegalUi();

static/index.html

@@ -2,7 +2,7 @@
 <html>
 <head>
   <title>Utility App</title>
-  <link rel="stylesheet" href="/static/styles.css?v=shell1">
+  <link rel="stylesheet" href="/static/styles.css?v=legalui4">
 </head>
 <body class="app-loading">
   <header class="app-header">
@@ -55,6 +55,11 @@
         </label>
 
         <button id="downloadDataButton" class="tool-action-button" type="button">Download Data CSV</button>
+
+        <label class="file-button tool-action-button">
+          Upload Template
+          <input type="file" id="templateFileInput" accept=".docx,application/vnd.openxmlformats-officedocument.wordprocessingml.document">
+        </label>
       </div>
 
       <h2>Document Type</h2>
@@ -78,7 +83,44 @@
 
       <div id="documentDescription"></div>
 
+      
+
+      </div>
+      
+
+      
+
+
+
+      
+
       <form id="docForm">
+
+      <div id="excelTransferRow" class="excel-transfer-row">
+        <div class="select-block excel-map-block">
+          <label for="excelMapSelect">Excel Template / Map</label>
+          <select id="excelMapSelect" class="styled-select"></select>
+        </div>
+
+        <button id="downloadExcelTemplateButton" class="tool-action-button" type="button">Download Excel Template</button>
+        <button id="exportExcelButton" class="tool-action-button" type="button">Export Excel</button>
+
+        <label class="file-button tool-action-button">
+          Import Excel
+          <input type="file" id="excelImportInput" accept=".xlsx,application/vnd.openxmlformats-officedocument.spreadsheetml.sheet">
+        </label>
+      </div>
+
+      <div id="legacyTemplateRow" class="template-picker-row" style="display:none;">
+        <label for="legacyTemplateSelect">Document Template</label>
+        <select id="legacyTemplateSelect" class="styled-select"></select>
+
+        <div id="uploadedTemplatesManager" class="uploaded-template-manager" style="display:none;">
+          <div class="uploaded-template-manager-title">Uploaded Templates</div>
+          <div id="uploadedTemplatesList"></div>
+        </div>
+      </div>
+
         <div id="fieldsContainer"></div>
 
         <h2>Generate Documents</h2>
@@ -110,6 +152,6 @@
     <div id="status"></div>
   </main>
 
-  <script src="/static/app.js?v=shell1"></script>
+  <script src="/static/app.js?v=legalui4"></script>
 </body>
 </html>

static/styles.css

@@ -429,3 +429,516 @@ body.app-loading .container {
 .container {
     transition: opacity 120ms ease-out;
 }
+
+.tool-button-row {
+    overflow-x: auto;
+    padding-bottom: 2px;
+}
+
+.tool-action-button,
+button.tool-action-button,
+label.tool-action-button {
+    flex: 0 0 120px;
+}
+
+.excel-transfer-row {
+    display: flex;
+    align-items: end;
+    gap: 10px;
+    margin: 12px 0 22px 0;
+    flex-wrap: wrap;
+}
+
+.excel-transfer-row label {
+    font-weight: 700;
+}
+
+.excel-transfer-row select {
+    min-width: 260px;
+    flex: 1 1 260px;
+}
+
+.excel-transfer-row .tool-action-button {
+    height: 34px;
+}
+
+#exportExcelButton:not(:disabled) {
+    cursor: pointer;
+    opacity: 1;
+}
+
+#exportExcelButton:disabled {
+    cursor: not-allowed;
+    opacity: 0.45;
+}
+
+.native-hidden-select {
+    display: none !important;
+}
+
+.excel-transfer-row {
+    display: flex;
+    align-items: flex-end;
+    gap: 10px;
+    margin: 12px 0 14px 0;
+    flex-wrap: wrap;
+}
+
+.template-picker-row {
+    margin: 0 0 22px 0;
+}
+
+.custom-select-block {
+    flex: 1 1 320px;
+    min-width: 260px;
+}
+
+.custom-select-block label {
+    display: block;
+    font-weight: 700;
+    margin-bottom: 5px;
+}
+
+.custom-picker {
+    position: relative;
+    width: 100%;
+}
+
+.custom-picker-button {
+    width: 100%;
+    min-height: 36px;
+    text-align: left;
+    padding: 7px 34px 7px 10px;
+    border: 1px solid #bbb;
+    border-radius: 4px;
+    background: #fff;
+    color: #111;
+    font: inherit;
+    cursor: pointer;
+    position: relative;
+}
+
+.custom-picker-button::after {
+    content: "▾";
+    position: absolute;
+    right: 10px;
+    top: 7px;
+    color: #444;
+}
+
+.custom-picker-menu {
+    display: none;
+    position: absolute;
+    z-index: 50;
+    left: 0;
+    right: 0;
+    top: calc(100% + 3px);
+    max-height: 340px;
+    overflow-y: auto;
+    background: #fff;
+    border: 1px solid #aaa;
+    border-radius: 4px;
+    box-shadow: 0 6px 18px rgba(0,0,0,0.18);
+}
+
+.custom-picker.open .custom-picker-menu {
+    display: block;
+}
+
+.custom-picker-group-label {
+    padding: 7px 10px;
+    font-size: 12px;
+    font-weight: 700;
+    color: #555;
+    background: #f1f1f1;
+    border-bottom: 1px solid #ddd;
+    text-transform: uppercase;
+    letter-spacing: 0.03em;
+}
+
+.custom-picker-option {
+    display: block;
+    width: 100%;
+    padding: 8px 10px;
+    border: 0;
+    border-bottom: 1px solid #eee;
+    background: #fff;
+    text-align: left;
+    font: inherit;
+    color: #111;
+    cursor: pointer;
+}
+
+.custom-picker-option:hover,
+.custom-picker-option.selected {
+    background: #eaf2ff;
+}
+
+#downloadExcelTemplateButton,
+#exportExcelButton {
+    flex: 0 0 145px;
+}
+
+.excel-transfer-row {
+    display: flex;
+    align-items: flex-end;
+    gap: 10px;
+    margin: 14px 0 18px 0;
+    flex-wrap: wrap;
+}
+
+.excel-map-block {
+    flex: 1 1 360px;
+    min-width: 260px;
+}
+
+.template-picker-row {
+    margin: 0 0 22px 0;
+}
+
+.template-picker-row label,
+.excel-map-block label {
+    display: block;
+    font-weight: 700;
+    margin-bottom: 6px;
+}
+
+.styled-select {
+    width: 100%;
+    min-height: 38px;
+    padding: 7px 10px;
+    border: 1px solid #999;
+    border-radius: 4px;
+    background: #fff;
+    color: #111;
+    font: inherit;
+}
+
+#downloadExcelTemplateButton,
+#exportExcelButton,
+.excel-transfer-row .file-button {
+    flex: 0 0 auto;
+    min-height: 38px;
+}
+
+.document-type-caption {
+  font-size: 0.82rem;
+  color: #8a8a8a;
+  margin-top: 6px;
+  margin-bottom: 14px;
+  line-height: 1.3;
+}
+
+.excel-transfer-row {
+  display: flex;
+  align-items: flex-end;
+  gap: 10px;
+  flex-wrap: wrap;
+  margin: 12px 0 18px 0;
+}
+
+.select-block {
+  flex: 1 1 340px;
+  min-width: 260px;
+}
+
+.template-picker-row {
+  margin: 0 0 22px 0;
+}
+
+.template-picker-row label,
+.select-block label {
+  display: block;
+  font-weight: 700;
+  margin-bottom: 6px;
+}
+
+.uploaded-template-manager {
+  margin-top: 10px;
+  border-top: 1px solid #ddd;
+  padding-top: 10px;
+}
+
+.uploaded-template-manager-title {
+  font-size: 0.9rem;
+  font-weight: 700;
+  margin-bottom: 6px;
+}
+
+.uploaded-template-row {
+  display: flex;
+  justify-content: space-between;
+  align-items: center;
+  gap: 10px;
+  padding: 6px 0;
+}
+
+.uploaded-template-name {
+  font-size: 0.92rem;
+  color: #333;
+  word-break: break-word;
+}
+
+.small-delete-button {
+  border: 1px solid #bbb;
+  background: #f7f7f7;
+  padding: 4px 8px;
+  border-radius: 4px;
+  cursor: pointer;
+}
+
+#downloadExcelTemplateButton,
+#exportExcelButton,
+.excel-transfer-row .file-button {
+  min-height: 38px;
+  flex: 0 0 auto;
+}
+
+/* unified dropdown styling */
+#documentTypeSelect,
+#excelMapSelect,
+#legacyTemplateSelect {
+  width: 100%;
+  min-height: 38px;
+  padding: 7px 34px 7px 10px;
+  border: 1px solid #9f9f9f;
+  border-radius: 4px;
+  background-color: #eeeef4;
+  color: #222;
+  font: inherit;
+  line-height: 1.25;
+  box-sizing: border-box;
+}
+
+#documentTypeSelect {
+  max-width: 390px;
+}
+
+#excelMapSelect {
+  min-width: 0;
+}
+
+#legacyTemplateSelect {
+  width: 100%;
+}
+
+/* small light-gray profile caption */
+#documentTypeDescription,
+.document-type-description,
+.profile-description,
+[data-role="document-type-description"] {
+  font-size: 0.82rem !important;
+  color: #8a8a8a !important;
+  line-height: 1.3 !important;
+  margin: 6px 0 14px 0 !important;
+  font-weight: 400 !important;
+}
+
+/* tighter Excel row */
+#excelTransferRow,
+.excel-transfer-row {
+  display: grid !important;
+  grid-template-columns: minmax(260px, 1fr) auto auto auto;
+  gap: 10px;
+  align-items: end;
+  margin: 12px 0 18px 0;
+}
+
+#excelTransferRow label,
+.excel-transfer-row label {
+  font-weight: 700;
+  margin-bottom: 6px;
+}
+
+#excelTransferRow .file-button,
+.excel-transfer-row .file-button,
+#downloadExcelTemplateButton,
+#exportExcelButton {
+  min-height: 38px;
+  white-space: nowrap;
+}
+
+/* template selector below Excel row */
+#legacyTemplateRow,
+.template-picker-row {
+  margin: 0 0 22px 0;
+}
+
+#legacyTemplateRow label,
+.template-picker-row label {
+  display: block;
+  font-weight: 700;
+  margin-bottom: 6px;
+}
+
+@media (max-width: 760px) {
+  #excelTransferRow,
+  .excel-transfer-row {
+    grid-template-columns: 1fr;
+  }
+
+  #downloadExcelTemplateButton,
+  #exportExcelButton,
+  #excelTransferRow .file-button,
+  .excel-transfer-row .file-button {
+    width: 100%;
+  }
+}
+
+.uploaded-template-manager {
+  margin-top: 10px;
+  padding-top: 10px;
+  border-top: 1px solid #ddd;
+}
+
+.uploaded-template-manager-title {
+  font-size: 0.85rem;
+  font-weight: 700;
+  color: #555;
+  margin-bottom: 6px;
+}
+
+.uploaded-template-row {
+  display: flex;
+  justify-content: space-between;
+  gap: 10px;
+  align-items: center;
+  padding: 5px 0;
+}
+
+.uploaded-template-name {
+  font-size: 0.86rem;
+  color: #444;
+  word-break: break-word;
+}
+
+.small-delete-button {
+  border: 1px solid #bbb;
+  background: #f6f6f6;
+  border-radius: 4px;
+  padding: 4px 8px;
+  font-size: 0.8rem;
+  cursor: pointer;
+}
+
+
+/* final legal UI overrides */
+#documentTypeSelect,
+#excelMapSelect,
+#legacyTemplateSelect,
+.same-dropdown-style {
+  width: 100% !important;
+  min-height: 38px !important;
+  padding: 7px 34px 7px 10px !important;
+  border: 1px solid #9f9f9f !important;
+  border-radius: 4px !important;
+  background-color: #eeeef4 !important;
+  color: #222 !important;
+  font: inherit !important;
+  line-height: 1.25 !important;
+  box-sizing: border-box !important;
+}
+
+#documentTypeSelect {
+  max-width: 390px !important;
+}
+
+.legal-profile-caption {
+  font-size: 0.82rem !important;
+  color: #8a8a8a !important;
+  line-height: 1.3 !important;
+  margin: 6px 0 14px 0 !important;
+  font-weight: 400 !important;
+}
+
+#excelTransferRow,
+.excel-transfer-row {
+  display: grid !important;
+  grid-template-columns: minmax(260px, 1fr) auto auto auto !important;
+  gap: 10px !important;
+  align-items: end !important;
+  margin: 12px 0 18px 0 !important;
+}
+
+#legacyTemplateRow,
+.template-picker-row {
+  margin: 0 0 22px 0 !important;
+}
+
+.uploaded-template-manager {
+  margin-top: 10px !important;
+  padding-top: 10px !important;
+  border-top: 1px solid #ddd !important;
+}
+
+.uploaded-template-manager-title {
+  font-size: 0.85rem !important;
+  font-weight: 700 !important;
+  color: #555 !important;
+  margin-bottom: 6px !important;
+}
+
+.uploaded-template-row {
+  display: flex !important;
+  justify-content: space-between !important;
+  gap: 10px !important;
+  align-items: center !important;
+  padding: 5px 0 !important;
+}
+
+.uploaded-template-name {
+  font-size: 0.86rem !important;
+  color: #444 !important;
+  word-break: break-word !important;
+}
+
+.small-delete-button {
+  border: 1px solid #bbb !important;
+  background: #f6f6f6 !important;
+  border-radius: 4px !important;
+  padding: 4px 8px !important;
+  font-size: 0.8rem !important;
+  cursor: pointer !important;
+}
+
+@media (max-width: 760px) {
+  #excelTransferRow,
+  .excel-transfer-row {
+    grid-template-columns: 1fr !important;
+  }
+}
+
+/* Legal profile dropdown normalization */
+#documentDescription.legal-profile-caption,
+.legal-profile-caption {
+  margin-top: 0.35rem;
+  color: #8a8f98;
+  font-size: 0.88rem;
+  font-weight: 400;
+}
+
+.native-select-hidden {
+  display: none !important;
+}
+
+.select-picker {
+  width: 100%;
+  margin-top: 0.35rem;
+}
+
+.select-picker .document-picker-toggle {
+  width: 100%;
+}
+
+.select-picker-menu {
+  max-height: 18rem;
+  overflow-y: auto;
+}
+
+.uploaded-template-row {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  gap: 0.75rem;
+  margin-top: 0.4rem;
+}

tools/doc_generator/content/excel_maps/legal_profile.json

@@ -0,0 +1,551 @@
+{
+  "id": "legal_profile",
+  "label": "Legal Profile Excel Maps",
+  "maps": [
+    {
+      "id": "legacy_datafile",
+      "sourceName": "fieldToCellMap",
+      "label": "Legacy Datafile Template",
+      "description": "Generated from public/constants.js object fieldToCellMap.",
+      "template": "excel/legal_profile/template.xlsx",
+      "legacyTemplateCandidates": [
+        {
+          "label": "amortization.xlsx",
+          "legacyPath": "/mnt/storage/sftp/mcelwain/repository/word-doc-generator/amortization.xlsx",
+          "filename": "amortization.xlsx"
+        },
+        {
+          "label": "template.xlsx",
+          "legacyPath": "/mnt/storage/sftp/mcelwain/repository/word-doc-generator/template.xlsx",
+          "filename": "template.xlsx"
+        }
+      ],
+      "fields": {
+        "debtCollector6AddressLine1": "A100",
+        "debtCollector7Name": "A104",
+        "debtCollector7AddressLine1": "A106",
+        "SSNLastFour": "A11",
+        "debtCollector8Name": "A110",
+        "debtCollector8AddressLine1": "A112",
+        "debtCollector9Name": "A116",
+        "debtCollector9AddressLine1": "A118",
+        "debtCollector10Name": "A122",
+        "debtCollector10AddressLine1": "A124",
+        "debtCollector11Name": "A128",
+        "debtCollector11AddressLine1": "A130",
+        "debtCollector12Name": "A134",
+        "debtCollector12AddressLine1": "A136",
+        "client2FirstName": "A14",
+        "debtCollector13Name": "A140",
+        "debtCollector13AddressLine1": "A142",
+        "debtCollector14Name": "A146",
+        "debtCollector14AddressLine1": "A148",
+        "debtCollector15Name": "A152",
+        "debtCollector15AddressLine1": "A154",
+        "debtCollector16Name": "A158",
+        "client2homeAddress": "A16",
+        "debtCollector16AddressLine1": "A160",
+        "debtCollector17Name": "A164",
+        "debtCollector17AddressLine1": "A166",
+        "debtCollector18Name": "A170",
+        "debtCollector18AddressLine1": "A172",
+        "debtCollector19Name": "A176",
+        "debtCollector19AddressLine1": "A178",
+        "client2homeCounty": "A18",
+        "debtCollector20Name": "A182",
+        "debtCollector20AddressLine1": "A184",
+        "debtCollector21Name": "A188",
+        "debtCollector21AddressLine1": "A190",
+        "debtCollector22Name": "A194",
+        "debtCollector22AddressLine1": "A196",
+        "client2dob": "A20",
+        "debtCollector23Name": "A200",
+        "debtCollector23AddressLine1": "A202",
+        "debtCollector24Name": "A206",
+        "debtCollector24AddressLine1": "A208",
+        "debtCollector25Name": "A212",
+        "debtCollector25AddressLine1": "A214",
+        "debtCollector26Name": "A218",
+        "SSN2LastFour": "A22",
+        "debtCollector26AddressLine1": "A220",
+        "debtCollector27Name": "A224",
+        "debtCollector27AddressLine1": "A226",
+        "debtCollector28Name": "A230",
+        "debtCollector28AddressLine1": "A232",
+        "debtCollector29Name": "A236",
+        "debtCollector29AddressLine1": "A238",
+        "debtCollector30Name": "A242",
+        "debtCollector30AddressLine1": "A244",
+        "caseDesignation": "A27",
+        "caseNumber": "A29",
+        "clientFirstName": "A3",
+        "caseSuitAmount": "A31",
+        "caseAnswerDate": "A33",
+        "caseFilingDate": "A35",
+        "caseAnswerFiledDate": "A37",
+        "settlementAmount": "A46",
+        "homeAddress": "A5",
+        "fee": "A54",
+        "nameOnCard": "A56",
+        "billingAddress": "A58",
+        "notes": "A63",
+        "debtCollector1Name": "A68",
+        "homeCounty": "A7",
+        "debtCollector1AddressLine1": "A70",
+        "debtCollector2Name": "A74",
+        "debtCollector2AddressLine1": "A76",
+        "debtCollector3Name": "A80",
+        "debtCollector3AddressLine1": "A82",
+        "debtCollector4Name": "A86",
+        "debtCollector4AddressLine1": "A88",
+        "dob": "A9",
+        "debtCollector5Name": "A92",
+        "debtCollector5AddressLine1": "A94",
+        "debtCollector6Name": "A98",
+        "debtCollector7Creditor": "B104",
+        "dmcName": "B11",
+        "debtCollector8Creditor": "B110",
+        "debtCollector9Creditor": "B116",
+        "debtCollector10Creditor": "B122",
+        "debtCollector11Creditor": "B128",
+        "debtCollector12Creditor": "B134",
+        "client2MiddleName": "B14",
+        "debtCollector13Creditor": "B140",
+        "debtCollector14Creditor": "B146",
+        "debtCollector15Creditor": "B152",
+        "debtCollector16Creditor": "B158",
+        "client2homeCity": "B16",
+        "debtCollector17Creditor": "B164",
+        "debtCollector18Creditor": "B170",
+        "debtCollector19Creditor": "B176",
+        "client2homePhone": "B18",
+        "debtCollector20Creditor": "B182",
+        "debtCollector21Creditor": "B188",
+        "debtCollector22Creditor": "B194",
+        "client2alias": "B20",
+        "debtCollector23Creditor": "B200",
+        "debtCollector24Creditor": "B206",
+        "debtCollector25Creditor": "B212",
+        "debtCollector26Creditor": "B218",
+        "debtCollector27Creditor": "B224",
+        "debtCollector28Creditor": "B230",
+        "debtCollector29Creditor": "B236",
+        "debtCollector30Creditor": "B242",
+        "caseCounty": "B27",
+        "casePlaintiff": "B29",
+        "clientMiddleName": "B3",
+        "caseSuitTheory": "B31",
+        "caseDivisionNumber": "B33",
+        "caseFilingAttorney": "B35",
+        "caseDisposition": "B37",
+        "settlementInstallmentAmount": "B46",
+        "homeCity": "B5",
+        "installmentAmount": "B54",
+        "cardNumber": "B56",
+        "billingZip": "B58",
+        "debtCollector1Creditor": "B68",
+        "homePhone": "B7",
+        "debtCollector2Creditor": "B74",
+        "debtCollector3Creditor": "B80",
+        "debtCollector4Creditor": "B86",
+        "alias": "B9",
+        "debtCollector5Creditor": "B92",
+        "debtCollector6Creditor": "B98",
+        "debtCollector6AddressLine2": "C100",
+        "debtCollector7Account": "C104",
+        "debtCollector7AddressLine2": "C106",
+        "debtCollector8Account": "C110",
+        "debtCollector8AddressLine2": "C112",
+        "debtCollector9Account": "C116",
+        "debtCollector9AddressLine2": "C118",
+        "debtCollector10Account": "C122",
+        "debtCollector10AddressLine2": "C124",
+        "debtCollector11Account": "C128",
+        "debtCollector11AddressLine2": "C130",
+        "debtCollector12Account": "C134",
+        "debtCollector12AddressLine2": "C136",
+        "client2LastName": "C14",
+        "debtCollector13Account": "C140",
+        "debtCollector13AddressLine2": "C142",
+        "debtCollector14Account": "C146",
+        "debtCollector14AddressLine2": "C148",
+        "debtCollector15Account": "C152",
+        "debtCollector15AddressLine2": "C154",
+        "debtCollector16Account": "C158",
+        "client2homeState": "C16",
+        "debtCollector16AddressLine2": "C160",
+        "debtCollector17Account": "C164",
+        "debtCollector17AddressLine2": "C166",
+        "debtCollector18Account": "C170",
+        "debtCollector18AddressLine2": "C172",
+        "debtCollector19Account": "C176",
+        "debtCollector19AddressLine2": "C178",
+        "client2cellPhone": "C18",
+        "debtCollector20Account": "C182",
+        "debtCollector20AddressLine2": "C184",
+        "debtCollector21Account": "C188",
+        "debtCollector21AddressLine2": "C190",
+        "debtCollector22Account": "C194",
+        "debtCollector22AddressLine2": "C196",
+        "client2NamePrefix": "C20",
+        "debtCollector23Account": "C200",
+        "debtCollector23AddressLine2": "C202",
+        "debtCollector24Account": "C206",
+        "debtCollector24AddressLine2": "C208",
+        "debtCollector25Account": "C212",
+        "debtCollector25AddressLine2": "C214",
+        "debtCollector26Account": "C218",
+        "debtCollector26AddressLine2": "C220",
+        "debtCollector27Account": "C224",
+        "debtCollector27AddressLine2": "C226",
+        "debtCollector28Account": "C230",
+        "debtCollector28AddressLine2": "C232",
+        "debtCollector29Account": "C236",
+        "debtCollector29AddressLine2": "C238",
+        "debtCollector30Account": "C242",
+        "debtCollector30AddressLine2": "C244",
+        "caseState": "C27",
+        "caseDefendant": "C29",
+        "clientLastName": "C3",
+        "caseOriginalCreditor": "C31",
+        "caseDivisionJudge": "C33",
+        "caseAccLastFour": "C35",
+        "caseDispositionDate": "C37",
+        "settlementFirstPaymentDate": "C46",
+        "homeState": "C5",
+        "installmentDate": "C54",
+        "securityCode": "C56",
+        "debtCollector1Account": "C68",
+        "cellPhone": "C7",
+        "debtCollector1AddressLine2": "C70",
+        "debtCollector2Account": "C74",
+        "debtCollector2AddressLine2": "C76",
+        "debtCollector3Account": "C80",
+        "debtCollector3AddressLine2": "C82",
+        "debtCollector4Account": "C86",
+        "debtCollector4AddressLine2": "C88",
+        "clientNamePrefix": "C9",
+        "debtCollector5Account": "C92",
+        "debtCollector5AddressLine2": "C94",
+        "debtCollector6Account": "C98",
+        "debtCollector7Amount": "D104",
+        "debtCollector8Amount": "D110",
+        "debtCollector9Amount": "D116",
+        "debtCollector10Amount": "D122",
+        "debtCollector11Amount": "D128",
+        "debtCollector12Amount": "D134",
+        "SSN2": "D14",
+        "debtCollector13Amount": "D140",
+        "debtCollector14Amount": "D146",
+        "debtCollector15Amount": "D152",
+        "debtCollector16Amount": "D158",
+        "client2homeZip": "D16",
+        "debtCollector17Amount": "D164",
+        "debtCollector18Amount": "D170",
+        "debtCollector19Amount": "D176",
+        "client2email": "D18",
+        "debtCollector20Amount": "D182",
+        "debtCollector21Amount": "D188",
+        "debtCollector22Amount": "D194",
+        "client2NameSuffix": "D20",
+        "debtCollector23Amount": "D200",
+        "debtCollector24Amount": "D206",
+        "debtCollector25Amount": "D212",
+        "debtCollector26Amount": "D218",
+        "debtCollector27Amount": "D224",
+        "debtCollector28Amount": "D230",
+        "debtCollector29Amount": "D236",
+        "debtCollector30Amount": "D242",
+        "caseDivisionDesignation": "D27",
+        "caseOpposingCounsel": "D29",
+        "SSN": "D3",
+        "caseAccountNumber": "D31",
+        "discoCosDate": "D33",
+        "caseOCFileNumber": "D35",
+        "settlementInstallmentNo": "D46",
+        "homeZip": "D5",
+        "expiration": "D56",
+        "debtCollector1Amount": "D68",
+        "email": "D7",
+        "debtCollector2Amount": "D74",
+        "debtCollector3Amount": "D80",
+        "debtCollector4Amount": "D86",
+        "clientNameSuffix": "D9",
+        "debtCollector5Amount": "D92",
+        "debtCollector6Amount": "D98"
+      },
+      "mode": "datafile"
+    },
+    {
+      "id": "legacy_datafile_old",
+      "sourceName": "fieldToCellMapOld",
+      "label": "Legacy Datafile Template - Old Map",
+      "description": "Generated from public/constants.js object fieldToCellMapOld.",
+      "template": "excel/legal_profile/template.xlsx",
+      "legacyTemplateCandidates": [
+        {
+          "label": "amortization.xlsx",
+          "legacyPath": "/mnt/storage/sftp/mcelwain/repository/word-doc-generator/amortization.xlsx",
+          "filename": "amortization.xlsx"
+        },
+        {
+          "label": "template.xlsx",
+          "legacyPath": "/mnt/storage/sftp/mcelwain/repository/word-doc-generator/template.xlsx",
+          "filename": "template.xlsx"
+        }
+      ],
+      "fields": {
+        "debtCollector12Name": "A101",
+        "debtCollector12AddressLine1": "A103",
+        "debtCollector13Name": "A105",
+        "debtCollector13AddressLine1": "A107",
+        "debtCollector14Name": "A109",
+        "dob": "A11",
+        "debtCollector14AddressLine1": "A111",
+        "debtCollector15Name": "A113",
+        "debtCollector15AddressLine1": "A115",
+        "debtCollector16Name": "A117",
+        "debtCollector16AddressLine1": "A119",
+        "debtCollector17Name": "A121",
+        "debtCollector17AddressLine1": "A123",
+        "debtCollector18Name": "A125",
+        "debtCollector18AddressLine1": "A127",
+        "debtCollector19Name": "A129",
+        "debtCollector19AddressLine1": "A131",
+        "debtCollector20Name": "A133",
+        "debtCollector20AddressLine1": "A135",
+        "debtCollector21Name": "A137",
+        "debtCollector21AddressLine1": "A139",
+        "debtCollector22Name": "A141",
+        "debtCollector22AddressLine1": "A143",
+        "debtCollector23Name": "A145",
+        "debtCollector23AddressLine1": "A147",
+        "debtCollector24Name": "A149",
+        "caseDesignation": "A15",
+        "debtCollector24AddressLine1": "A151",
+        "debtCollector25Name": "A153",
+        "debtCollector25AddressLine1": "A155",
+        "debtCollector26Name": "A157",
+        "debtCollector26AddressLine1": "A159",
+        "debtCollector27Name": "A161",
+        "debtCollector27AddressLine1": "A163",
+        "debtCollector28Name": "A165",
+        "debtCollector28AddressLine1": "A167",
+        "debtCollector29Name": "A169",
+        "caseNumber": "A17",
+        "debtCollector29AddressLine1": "A171",
+        "caseSuitAmount": "A19",
+        "caseAnswerDate": "A21",
+        "fee": "A25",
+        "nameOnCard": "A27",
+        "billingAddress": "A29",
+        "clientFirstName": "A3",
+        "settlementAmount": "A32",
+        "debtCollector1Name": "A39",
+        "debtCollector1AddressLine1": "A41",
+        "debtCollector2Name": "A45",
+        "debtCollector2AddressLine1": "A47",
+        "client2FirstName": "A5",
+        "debtCollector3Name": "A51",
+        "debtCollector3AddressLine1": "A53",
+        "debtCollector4Name": "A57",
+        "debtCollector4AddressLine1": "A59",
+        "debtCollector5Name": "A63",
+        "debtCollector5AddressLine1": "A65",
+        "debtCollector6Name": "A69",
+        "homeAddress": "A7",
+        "debtCollector6AddressLine1": "A71",
+        "debtCollector7Name": "A75",
+        "debtCollector7AddressLine1": "A77",
+        "debtCollector8Name": "A81",
+        "debtCollector8AddressLine1": "A83",
+        "debtCollector9Name": "A87",
+        "debtCollector9AddressLine1": "A89",
+        "homeCounty": "A9",
+        "debtCollector10Name": "A91",
+        "debtCollector10AddressLine1": "A93",
+        "debtCollector11Name": "A95",
+        "debtCollector11AddressLine1": "A97",
+        "debtCollector12Creditor": "B101",
+        "debtCollector13Creditor": "B105",
+        "debtCollector14Creditor": "B109",
+        "alias": "B11",
+        "debtCollector15Creditor": "B113",
+        "debtCollector16Creditor": "B117",
+        "debtCollector17Creditor": "B121",
+        "debtCollector18Creditor": "B125",
+        "debtCollector19Creditor": "B129",
+        "debtCollector20Creditor": "B133",
+        "debtCollector21Creditor": "B137",
+        "debtCollector22Creditor": "B141",
+        "debtCollector23Creditor": "B145",
+        "debtCollector24Creditor": "B149",
+        "caseCounty": "B15",
+        "debtCollector25Creditor": "B153",
+        "debtCollector26Creditor": "B157",
+        "debtCollector27Creditor": "B161",
+        "debtCollector28Creditor": "B165",
+        "debtCollector29Creditor": "B169",
+        "casePlaintiff": "B17",
+        "caseSuitTheory": "B19",
+        "caseDivisionNumber": "B21",
+        "installmentAmount": "B25",
+        "cardNumber": "B27",
+        "billingZip": "B29",
+        "clientMiddleName": "B3",
+        "notes": "B31",
+        "settlementInstallmentAmount": "B32",
+        "debtCollector1Creditor": "B39",
+        "debtCollector2Creditor": "B45",
+        "client2MiddleName": "B5",
+        "debtCollector3Creditor": "B51",
+        "debtCollector4Creditor": "B57",
+        "debtCollector5Creditor": "B63",
+        "debtCollector6Creditor": "B69",
+        "homeCity": "B7",
+        "debtCollector7Creditor": "B75",
+        "debtCollector8Creditor": "B81",
+        "debtCollector9Creditor": "B87",
+        "homePhone": "B9",
+        "debtCollector10Creditor": "B91",
+        "debtCollector11Creditor": "B95",
+        "debtCollector12Account": "C101",
+        "debtCollector12AddressLine2": "C103",
+        "debtCollector13Account": "C105",
+        "debtCollector13AddressLine2": "C107",
+        "debtCollector14Account": "C109",
+        "clientNameSuffix": "C11",
+        "debtCollector14AddressLine2": "C111",
+        "debtCollector15Account": "C113",
+        "debtCollector15AddressLine2": "C115",
+        "debtCollector16Account": "C117",
+        "debtCollector16AddressLine2": "C119",
+        "debtCollector17Account": "C121",
+        "debtCollector17AddressLine2": "C123",
+        "debtCollector18Account": "C125",
+        "debtCollector18AddressLine2": "C127",
+        "debtCollector19Account": "C129",
+        "debtCollector19AddressLine2": "C131",
+        "debtCollector20Account": "C133",
+        "debtCollector20AddressLine2": "C135",
+        "debtCollector21Account": "C137",
+        "debtCollector21AddressLine2": "C139",
+        "debtCollector22Account": "C141",
+        "debtCollector22AddressLine2": "C143",
+        "debtCollector23Account": "C145",
+        "debtCollector23AddressLine2": "C147",
+        "debtCollector24Account": "C149",
+        "caseState": "C15",
+        "debtCollector24AddressLine2": "C151",
+        "debtCollector25Account": "C153",
+        "debtCollector25AddressLine2": "C155",
+        "debtCollector26Account": "C157",
+        "debtCollector26AddressLine2": "C159",
+        "debtCollector27Account": "C161",
+        "debtCollector27AddressLine2": "C163",
+        "debtCollector28Account": "C165",
+        "debtCollector28AddressLine2": "C167",
+        "debtCollector29Account": "C169",
+        "caseDefendant": "C17",
+        "debtCollector29AddressLine2": "C171",
+        "caseOriginalCreditor": "C19",
+        "caseDivisionJudge": "C21",
+        "installmentDate": "C25",
+        "securityCode": "C27",
+        "clientLastName": "C3",
+        "settlementFirstPaymentDate": "C32",
+        "debtCollector1Account": "C39",
+        "debtCollector1AddressLine2": "C41",
+        "debtCollector2Account": "C45",
+        "debtCollector2AddressLine2": "C47",
+        "client2LastName": "C5",
+        "debtCollector3Account": "C51",
+        "debtCollector3AddressLine2": "C53",
+        "debtCollector4Account": "C57",
+        "debtCollector4AddressLine2": "C59",
+        "debtCollector5Account": "C63",
+        "debtCollector5AddressLine2": "C65",
+        "debtCollector6Account": "C69",
+        "homeState": "C7",
+        "debtCollector6AddressLine2": "C71",
+        "debtCollector7Account": "C75",
+        "debtCollector7AddressLine2": "C77",
+        "debtCollector8Account": "C81",
+        "debtCollector8AddressLine2": "C83",
+        "debtCollector9Account": "C87",
+        "debtCollector9AddressLine2": "C89",
+        "cellPhone": "C9",
+        "debtCollector10Account": "C91",
+        "debtCollector10AddressLine2": "C93",
+        "debtCollector11Account": "C95",
+        "debtCollector11AddressLine2": "C97",
+        "debtCollector12Amount": "D101",
+        "debtCollector13Amount": "D105",
+        "debtCollector14Amount": "D109",
+        "debtCollector15Amount": "D113",
+        "debtCollector16Amount": "D117",
+        "debtCollector17Amount": "D121",
+        "debtCollector18Amount": "D125",
+        "debtCollector19Amount": "D129",
+        "debtCollector20Amount": "D133",
+        "debtCollector21Amount": "D137",
+        "debtCollector22Amount": "D141",
+        "debtCollector23Amount": "D145",
+        "debtCollector24Amount": "D149",
+        "caseDivisionDesignation": "D15",
+        "debtCollector25Amount": "D153",
+        "debtCollector26Amount": "D157",
+        "debtCollector27Amount": "D161",
+        "debtCollector28Amount": "D165",
+        "debtCollector29Amount": "D169",
+        "caseOpposingCounsel": "D17",
+        "caseAccountNumber": "D19",
+        "discoCosDate": "D21",
+        "expiration": "D27",
+        "SSN": "D3",
+        "settlementInstallmentNo": "D32",
+        "debtCollector1Amount": "D39",
+        "debtCollector2Amount": "D45",
+        "SSN2": "D5",
+        "debtCollector3Amount": "D51",
+        "debtCollector4Amount": "D57",
+        "debtCollector5Amount": "D63",
+        "debtCollector6Amount": "D69",
+        "homeZip": "D7",
+        "debtCollector7Amount": "D75",
+        "debtCollector8Amount": "D81",
+        "debtCollector9Amount": "D87",
+        "email": "D9",
+        "debtCollector10Amount": "D91",
+        "debtCollector11Amount": "D95"
+      },
+      "mode": "datafile"
+    },
+    {
+      "id": "settlement_amortization",
+      "label": "Settlement Amortization Calculator",
+      "description": "Writes settlement values into amortization.xlsx for a quick amortization check.",
+      "template": "excel/legal_profile/amortization.xlsx",
+      "mode": "calculator",
+      "fields": [
+        "casePlaintiff",
+        "settlementAmount",
+        "settlementFirstPaymentDate",
+        "settlementInstallmentAmount",
+        "settlementInstallmentNo",
+        "settlementInterestRate",
+        "settlementPaymentsPerYear"
+      ],
+      "field_to_cell": {
+        "settlementAmount": "E3",
+        "settlementInterestRate": "E4",
+        "settlementInstallmentNo": "E5",
+        "settlementPaymentsPerYear": "E6",
+        "settlementFirstPaymentDate": "E7",
+        "settlementInstallmentAmount": "I3",
+        "casePlaintiff": "H9"
+      },
+      "field_count": 7
+    }
+  ]
+}