Document Generator (Word & Excel) — Document 生成器 (Word & Excel)

SMSF Document 创建器

生成s Microsoft Word and Excel files from structured 输入. De签名ed for repeatable SMSF, accounting, and 合规 工作流s where the user needs a real file — not just a 格式化ted text 响应.

When to use this 技能

Trigger this 技能 when the user asks for a file, such as:

"Draft a Word document for the trustee review" "创建 an Excel bud获取 workbook" "生成 a .docx / .xlsx file" "Make a 检查列出 I can 发送 to the 命令行工具ent" "Produce a working paper in Excel" "I need a spreadsheet with this data"

Do not trigger this 技能 when:

The user only wants a text 响应 or inline table No file 输出 is 请求ed The document requires heavy 格式化ting, macros, or branding this 技能 cannot produce (see Limitations) What this 技能 produces Word documents (.docx) Element Supported Document title ✅ Headings (levels 1–2) ✅ Paragraphs ✅ Bullet 列出s ✅ Numbered 列出s ✅ Basic tables ✅ Images / branding ❌ Advanced styles ❌

Typical uses: trustee resolution drafts, 命令行工具ent 检查列出s, engagement summaries, 合规 review notes, internal workpaper notes, business letters.

Excel workbooks (.xlsx) Mode How to invoke Bud获取 template --template bud获取 Invoice template --template invoice Custom data (JSON) --data your-file.json

Features: styled header rows, auto-sized columns, simple SUM/difference formulas, bar 图表 (bud获取 template only).

Typical uses: bud获取 sheets, invoice layouts, cashflow working papers, financial review tables, data 导出s.

Usage

Use {baseDir} to refer to the 技能 directory.

Word — simple python3 "{baseDir}/创建_docx.py" \ --title "SMSF Trustee Review Summary" \ --content "This draft summarises matters identified during the annual 合规 review." \ --输出 "./trustee-review-summary.docx"

Word — from JSON config python3 "{baseDir}/创建_docx.py" \ --config "{baseDir}/templates/example_doc.json" \ --输出 "./smsf-报告.docx"

Excel — bud获取 template python3 "{baseDir}/创建_xlsx.py" \ --template bud获取 \ --输出 "./bud获取.xlsx"

Excel — invoice template python3 "{baseDir}/创建_xlsx.py" \ --template invoice \ --输出 "./invoice.xlsx"

Excel — from JSON data python3 "{baseDir}/创建_xlsx.py" \ --data "{baseDir}/templates/example_sheet.json" \ --输出 "./quarterly-data.xlsx"

Use --force on any command to overwrite an existing 输出 file.

JSON 输入 格式化s Word document { "title": "Document Title", "sections": [ { "heading": "Section Heading", "level": 1, "paragraphs": ["Paragraph one.", "Paragraph two."], "bullets": ["Point A", "Point B"], "numbered": ["Step 1", "Step 2"], "table": [ ["Header 1", "Header 2"], ["Value 1", "Value 2"] ] } ] }

title and all section keys are optional level should be 1 or 2 All rows in a table must have the same column count Excel workbook — single sheet { "title": "Quarterly Data", "headers": ["Month", "Revenue", "Expenses", "Profit"], "rows": [ ["January", 120000, 80000, 40000], ["February", 140000, 85000, 55000] ] }

Excel workbook — multiple sheets { "sheets": [ { "title": "Income", "headers": ["Month", "Amount"], "rows": [["January", 1000], ["February", 1200]] }, { "title": "Expenses", "headers": ["Month", "Amount"], "rows": [["January", 700], ["February", 650]] } ] }

Safety rules Only write files to locations the user has explicitly 应用roved. Do not write to 分享d, 命令行工具ent, or regulated folders without confirmation. Do not overwrite existing files unless the user has clearly asked for that (use --force only when authorised). All 输出 is a draft. Never present 生成d documents as final, 签名ed, or legally compliant without separate professional review. SMSF and 合规 documents must be reviewed by a qualified accountant, 审计or, or adviser before use with a 命令行工具ent or regulator. Do not interpolate free-form user 输入 directly into shell commands. Use structured JSON 输入 instead. Do not 执行 arbitrary code supplied by the user as part of document content or config. Limitations

This 技能 does not:

应用ly business branding, 记录os, or letterheads Produce advanced Word styles beyond the built-in Normal/Heading/列出 设置 创建 complex Excel formulas, pivot tables, or VBA macros 验证 legal or regulatory wording Replace professional review for any 命令行工具ent-facing or lodgement document Produce macro-enabled .xlsm or .dotm files Requirements pip 安装 python-docx openpyxl

Files File Purpose 创建_docx.py 生成s Word documents 创建_xlsx.py 生成s Excel workbooks templates/example_doc.json Sample Word config templates/example_sheet.json Sample Excel data

Author: R.J. — MySMSF. 生成d documents are drafts and working files only.