How to use templates

Creating a Template

1. Prepare an Excel workbook (.xlsx) with your desired layout, labels, and formatting.
2. Insert placeholders using {{field_name}} syntax in cells where dynamic data should appear.
3. Upload the workbook via the Templates page in the application, choosing the appropriate template type (Batch, Formula, or Production Quote).

Generating a Report

1. Navigate to a batch, formula, or production quote detail page.
2. Click one of the available template buttons.
3. The system renders the template against that resource and stores the generated report.
4. Download the output .xlsx from the reports list.

Field Reference

Templates use a simple inline syntax with the following constructs:

Placeholders

Insert a value from the resource data:

{{field_name}}
{{nested.field_name}}

Dot paths drill into nested hashes. For example, {{formula.name}} resolves to data["formula"]["name"].

Formatting

By default, placeholders are rendered as strings or decimals depending on their type. {{numberFormat}} controls the numeric type and display: the cell is stored as a number (so it can be summed and used in formulas) with an Excel number format applied for display. When a {{numberFormat}} is mixed with static text in the same cell, the cell is stored as text instead.

Each function takes optional arguments, which are passed as key/value pairs after the field name.

Dates

Numbers

Currency

Percentages

Measurements

Loops

Repeat a block of rows for each item in a collection:

[[#each collection_name]]
  ...rows to repeat...
[[/each]]

The collection name must match a top-level key in the data that resolves to an array. Inside the block, placeholders resolve against each item first, then fall back to the outer scope.

Empty collections: At the top level, body rows are preserved (for a "no items" message). Nested (inside another [[#each]]), body rows are removed.

Inline loops

To render all items of a collection into a single cell (rather than expanding rows), wrap the body in an inline {{#each}} block inside the cell. Items are joined with an optional join separator:

{{#each orders}}{{size}}{{/each}}                    -> "1 kg2 kg3 kg"
{{#each orders join=", "}}{{size}}{{/each}}          -> "1 kg, 2 kg, 3 kg"
Orders: {{#each orders join=" / "}}{{size}}{{/each}} -> "Orders: 1 kg / 2 kg / 3 kg"

The body can mix placeholders, functions, and static text, and inline {{#each}} blocks can be nested. Placeholders resolve against each item first, then fall back to the outer scope, so an inline block placed inside a row-level [[#each]] can reference the row item's collections. An empty collection renders as an empty string.

Inline conditionals

To render part of a cell only when a condition resolves to a truthy value (anything other than nil or false), wrap it in an inline {{#if}} block:

{{#if completed_at}}{{dateFormat completed_at}}{{/if}}

An optional {{else}} branch renders when the condition is falsey:

{{#if completed_at}}{{dateFormat completed_at}}{{else}}Not completed{{/if}}

The condition is a data path and is resolved against the current scope with fallback to the outer scope, so inline {{#if}} blocks work inside [[#each]] and inline {{#each}} blocks. Blocks can be nested.

Conditionals

Include a block of rows conditionally:

[[#if condition]]
  ...rows...
[[/if]]

Currently the body rows are always included. The condition field is reserved for future use.

Unresolved Placeholders

Any placeholder that does not match a key in the data resolves to an empty string.

Template Types

There are three template types, each with a distinct set of available fields.

Batch Templates

Used to generate reports for batch resources.

Available fields:

Phases and Ingredients

The phases field is an array intended for use with [[#each phases]]. Each phase object contains:

Each ingredient object contains:

Formula Templates

Used to generate reports for formula resources.

Available fields

Phases and Ingredients

The phases field is an array intended for use with [[#each phases]]. Each phase object contains:

Each ingredient object contains:

Each order object contains:

Production Quote Templates

Used to generate reports for production quote resources.

Available fields

Phases and Ingredients

The phases field is an array intended for use with [[#each phases]]. Each phase object contains:

Each ingredient object contains:

Each order object contains:

Output

Generated reports are stored as a report with the output .xlsx file attached for download.

Notes

• Cell formatting (font, colors, borders, alignment, text wrap) is preserved from the template in the generated output.
• Merged cell regions and column widths are carried over.
• Placeholders can be mixed with static text in a single cell (e.g. "Product: {{name}} as of {{formatDate updated_at}}").
• {{numberFormat}} cells are stored as numbers with an Excel number format (e.g. percentages store the fraction with a 0.00% format), so they can be used in SUM and other formulas.
• Multiple worksheets in a single template workbook are each transformed independently.
• Any field that resolves to nil renders as an empty string.