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Mail merge: SKIPIF, NEXT, IF in preview, header/footer fields (#427, #428, #429, #430) (#478)

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Merge fields are now evaluated in document order with a record cursor,
shared by Preview Results and Finish & Merge:
- SKIPIF drops the merged copy when its condition holds (#427).
- NEXT/NEXTIF move later fields to the next record; the next copy
  starts after it, and records past the end are blank (#428).
- IF rules on merge fields preview their true/false text (#429).
- Header and footer stories are previewed and merged; with merge fields
  in them each letter becomes its own section with its own copies (#430).

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
This commit is contained in:
Valentin Klein
2026-10-11 01:51:15 -04:00
committed by GitHub
co-authored by Claude Opus 5.5
parent aa7b41d8ef
commit 5528eff2ac
2 changed files with 356 additions and 84 deletions
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docs/target-app-parity.md
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@@ -1,6 +1,6 @@
# WordCraft parity with Microsoft Word
> **Last reviewed:** 2026-10-10 · **Last updated:** 2026-10-11 · **Change:** trivial (formatting revisions landed, #41; previously trivial: Draw Table and Eraser landed, #303; previously minor: readiness table with hours per audience; full number back to the additive weighted sum, 60%; mainstream and essentials numbers added; alpha gate checked; previously major: full re-measure against Word for Mac 16.113.4; replaces the parity tables that lived in ROADMAP.md) · **Target:** Microsoft Word (Microsoft 365) for Mac 16.113.4
> **Last reviewed:** 2026-10-10 · **Last updated:** 2026-10-11 · **Change:** trivial (mail merge rule fixes, #427–#430; previously trivial: formatting revisions landed, #41; previously trivial: Draw Table and Eraser landed, #303; previously minor: readiness table with hours per audience; full number back to the additive weighted sum, 60%; mainstream and essentials numbers added; alpha gate checked; previously major: full re-measure against Word for Mac 16.113.4; replaces the parity tables that lived in ROADMAP.md) · **Target:** Microsoft Word (Microsoft 365) for Mac 16.113.4
The authoritative assessment of how close WordCraft is to Microsoft Word. [`ROADMAP.md`](../ROADMAP.md)
summarizes it; [`gaps.md`](gaps.md) itemizes every shortfall; the deep checklists are
@@ -67,7 +67,7 @@ full parity for the area.
| References (TOC, citations, bibliography, captions, index, TOA) | 5 | 65% | 60% | 12–20 | Working first versions, Zotero integration (#189), Zotero/Mendeley `ADDIN` fields round-trip. 4 of Word's 12 bibliography styles (APA, MLA, Chicago, IEEE); source manager depth; bibliography sources not yet in DOCX (#169 open). |
| Review (proofing UI, comments, track changes, compare, protect) | 8 | 72% | 75% | 15–25 | Comment balloons, tracked insert/delete incl. paragraph marks (#244, #125), compare, restrict editing. Formatting revisions (#41): kept in DOCX, recorded while tracking, accepted/rejected, "Formatted: …" balloons and change bars. Missing: move tracking, insert/delete balloons, Translate, Block Authors, modern comment threads/mentions. Lowered: these gaps are confirmed by source (no `rPrChange` anywhere). |
| Proofing (spelling, grammar, thesaurus, languages) | 5 | 35% | (in Review) | 25–45 | English only: one dictionary, a rule-based grammar checker. Word ships 120 proofing tools for ~50 languages plus Editor (style refinements, similarity). Issues #25, #40, #100. |
| Mailings | 2 | 70% | 70% | 6–10 | Mail merge from CSV, fields, rules, preview, envelopes, labels. Select Recipients takes a typed list or CSV (#247); no Excel/Outlook/Contacts data sources, no email merge. |
| Mailings | 2 | 70% | 70% | 6–10 | Mail merge from CSV, fields, rules (IF, SKIPIF, NEXT, NEXTIF, evaluated alike in preview and merge), fields in headers/footers (one section per letter), preview, envelopes, labels. Select Recipients takes a typed list or CSV (#247); no Excel/Outlook/Contacts data sources, no email merge. |
| Pictures, shapes, text boxes, WordArt | 6 | 60% | 60% | 20–30 | Insert, crop, recolour, styles, floating placement like Word (#136), wrap (square/top-bottom/behind/front), text boxes edit and overflow (#46), VML text boxes (#242), free rotation and flips with a rotation handle (#332). Missing: tight/through contour wrap, rotated text-box text, group (#267 open), shape effects, WordArt, connectors, Drawing Canvas, Icons, online pictures, screenshot. |
| Equations | 1 | 75% | 20% (with Draw) | 4–8 | OMML read/write, OpenType MATH layout, in-place editor with an Equation tab (#191). Missing: line breaking of long display equations, ink equations. |
| Charts, SmartArt, Draw/ink, 3D models, icons | 4 | 3% | (20% with equations) | 70–110 | Draw: pens, pencil, highlighter, stroke eraser and Hide Ink (#307), ink saved as DrawingML freeforms; lasso, ink to shape/math and replay missing; charts and SmartArt are dropped on DOCX read (no `c:chart`/`dgm` handling in `crates/docx`). |
@@ -249,6 +249,7 @@ can be used without committing Word output.
| Date | Change | Summary |
|---|---|---|
| 2026-10-11 | trivial | Mail merge fixes (#427–#430): SKIPIF drops matching records, NEXT advances later fields, IF previews, header/footer fields merge; Mailings row updated, no percentage change |
| 2026-10-11 | trivial | Formatting revisions (#41): Review row updated; no percentage change |
| 2026-10-10 | trivial | #307: Draw tab pens, eraser and Hide Ink; catalog 384/430 → 390/430 (90.7%) |
| 2026-10-10 | trivial | Draw Table and Eraser (#303): catalog 384/430 → 387/430 (90.0%) |