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Document Generation Tools

Word document creation, report templates, and document processing capabilities for automated document generation within secure sandbox environments.

Document Generation Tools

Advanced document creation and processing capabilities including Word document generation, template-based reporting, and automated document workflows operating within secure sandbox environments.

📄 Professional Document Creation

Document generation tools provide sophisticated DOCX creation, template processing, and automated reporting with support for complex layouts, styling, and dynamic content generation.

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Available Tools

ToolCodePurposeKey Features
DOCX GenerationdocxGenerationCreate and modify Word documentsRich formatting, tables, images, headers/footers
Report TemplatesreportTemplatesTemplate-based document generationDynamic content, data binding, conditional formatting
Document ProcessingdocumentProcessingConvert and manipulate documentsFormat conversion, merging, splitting, batch processing

Document Generation Architecture

Processing Pipeline

Generation Capabilities

📝 Comprehensive Document Features

  • Rich Text Formatting - Complete text styling with fonts, colors, emphasis, and alignment
  • Advanced Layouts - Multi-column layouts, sections, page breaks, and margin control
  • Tables and Data - Dynamic table generation with data binding and custom formatting
  • Images and Graphics - Image insertion, positioning, sizing, and wrapping options
  • Headers and Footers - Dynamic headers/footers with page numbering and metadata
  • Template System - Reusable templates with variable substitution and conditional content

DOCX Generation Capabilities

Document Structure and Formatting

Template-Based Generation

Dynamic Template System

Document Processing and Conversion

Multi-Format Support

Automated Report Generation

Complete Reporting Workflow

# Comprehensive automated reporting system
class AutomatedReportGenerator:
    def __init__(self):
        self.template_library = '/sandbox/templates/'
        self.output_directory = '/sandbox/generated_reports/'
        self.data_sources = {}
        
    async def generate_comprehensive_report(self, report_config):
        """Generate complete report from analysis data."""
        
        print(f"📋 Generating report: {report_config['report_name']}")
        
        # Phase 1: Data collection and preparation
        report_data = await self.collect_report_data(report_config)
        
        # Phase 2: Template selection and customization
        template_config = await self.prepare_template(report_config, report_data)
        
        # Phase 3: Document generation
        document = await self.generate_document(template_config, report_data)
        
        # Phase 4: Quality assurance and validation
        validated_doc = await self.validate_document(document)
        
        # Phase 5: Output generation and delivery
        final_report = await self.finalize_report(validated_doc, report_config)
        
        return final_report
    
    async def collect_report_data(self, config):
        """Collect and organize data from various sources."""
        
        data = {
            'metadata': {
                'report_title': config['title'],
                'generation_date': datetime.now().isoformat(),
                'report_period': config.get('period', {}),
                'author': config.get('author', 'Automated System')
            }
        }
        
        # Collect from analysis results
        if 'analysis_files' in config:
            analysis_data = {}
            for file_path in config['analysis_files']:
                with open(file_path, 'r') as f:
                    analysis_result = json.load(f)
                    file_key = os.path.basename(file_path).replace('.json', '')
                    analysis_data[file_key] = analysis_result
            data['analysis'] = analysis_data
        
        # Collect from Excel files
        if 'excel_sources' in config:
            excel_data = {}
            for excel_config in config['excel_sources']:
                excel_result = await xlsxAnalysis({
                    'filePath': excel_config['path'],
                    'operation': 'data_extraction',
                    'sheetName': excel_config.get('sheet', None)
                })
                excel_data[excel_config['name']] = excel_result
            data['excel'] = excel_data
        
        # Collect from database or API sources
        if 'external_sources' in config:
            external_data = await self.collect_external_data(config['external_sources'])
            data['external'] = external_data
        
        return data
    
    async def prepare_template(self, config, data):
        """Select and customize template based on report type."""
        
        template_type = config.get('template_type', 'standard_report')
        base_template = f"{self.template_library}{template_type}.docx"
        
        # Customize template based on data characteristics
        template_config = {
            'base_template': base_template,
            'customizations': {
                'include_toc': len(data.get('analysis', {})) > 3,
                'include_executive_summary': config.get('executive_summary', True),
                'chart_style': config.get('chart_style', 'professional'),
                'color_scheme': config.get('color_scheme', 'corporate')
            },
            'sections': self.determine_sections(data, config)
        }
        
        return template_config
    
    async def generate_document(self, template_config, data):
        """Generate the main document using template and data."""
        
        # Generate charts and visualizations first
        chart_paths = await self.generate_charts(data)
        data['charts'] = chart_paths
        
        # Process template with data
        document = await reportTemplates({
            'operation': 'generate_from_template',
            'template': template_config['base_template'],
            'data': data,
            'customizations': template_config['customizations'],
            'outputPath': f"{self.output_directory}temp_report.docx"
        })
        
        # Add dynamic content sections
        for section in template_config['sections']:
            await self.add_dynamic_section(document['outputPath'], section, data)
        
        return document
    
    async def generate_charts(self, data):
        """Generate charts from analysis data."""
        
        chart_paths = {}
        
        # Generate charts from statistical analysis
        if 'analysis' in data:
            for analysis_name, analysis_result in data['analysis'].items():
                if 'statistics' in analysis_result:
                    # Create correlation matrix chart
                    if 'correlation_matrix' in analysis_result['statistics']:
                        chart_path = f"/sandbox/charts/{analysis_name}_correlation.png"
                        await self.create_correlation_chart(
                            analysis_result['statistics']['correlation_matrix'],
                            chart_path
                        )
                        chart_paths[f"{analysis_name}_correlation"] = chart_path
                    
                    # Create distribution charts
                    if 'distributions' in analysis_result['statistics']:
                        chart_path = f"/sandbox/charts/{analysis_name}_distributions.png"
                        await self.create_distribution_chart(
                            analysis_result['statistics']['distributions'],
                            chart_path
                        )
                        chart_paths[f"{analysis_name}_distributions"] = chart_path
        
        # Generate charts from Excel data
        if 'excel' in data:
            for excel_name, excel_data in data['excel'].items():
                if 'data' in excel_data:
                    chart_path = f"/sandbox/charts/{excel_name}_summary.png"
                    await self.create_excel_chart(excel_data['data'], chart_path)
                    chart_paths[f"{excel_name}_chart"] = chart_path
        
        return chart_paths
    
    async def add_dynamic_section(self, document_path, section_config, data):
        """Add dynamic content sections to the document."""
        
        if section_config['type'] == 'data_table':
            await self.insert_data_table(document_path, section_config, data)
        elif section_config['type'] == 'chart_gallery':
            await self.insert_chart_gallery(document_path, section_config, data)
        elif section_config['type'] == 'insights_summary':
            await self.insert_insights_summary(document_path, section_config, data)
    
    async def validate_document(self, document):
        """Perform quality assurance on generated document."""
        
        validation_results = await documentProcessing({
            'operation': 'document_validation',
            'inputDocument': document['outputPath'],
            'checks': [
                'formatting_consistency',
                'image_quality',
                'table_formatting',
                'text_overflow',
                'page_breaks'
            ]
        })
        
        # Fix common issues
        if validation_results.get('issues'):
            fixed_document = await documentProcessing({
                'operation': 'auto_fix_issues',
                'inputDocument': document['outputPath'],
                'fixes': validation_results['recommended_fixes']
            })
            return fixed_document
        
        return document
    
    async def finalize_report(self, document, config):
        """Finalize report with metadata and output formats."""
        
        # Update document metadata
        final_document = await documentProcessing({
            'operation': 'update_metadata',
            'inputDocument': document['outputPath'],
            'metadata': {
                'title': config['title'],
                'author': config.get('author', 'Automated System'),
                'subject': config.get('subject', ''),
                'keywords': config.get('keywords', []),
                'created': datetime.now().isoformat()
            }
        })
        
        # Generate additional formats if requested
        output_formats = config.get('output_formats', ['docx'])
        format_outputs = {}
        
        for format_type in output_formats:
            if format_type == 'pdf':
                pdf_output = await documentProcessing({
                    'operation': 'convert_to_pdf',
                    'inputDocument': final_document['outputPath'],
                    'outputPath': final_document['outputPath'].replace('.docx', '.pdf')
                })
                format_outputs['pdf'] = pdf_output['outputPath']
            elif format_type == 'html':
                html_output = await documentProcessing({
                    'operation': 'convert_to_html',
                    'inputDocument': final_document['outputPath'],
                    'outputPath': final_document['outputPath'].replace('.docx', '.html')
                })
                format_outputs['html'] = html_output['outputPath']
        
        return {
            'primary_document': final_document['outputPath'],
            'additional_formats': format_outputs,
            'generation_summary': {
                'report_name': config['title'],
                'generation_time': datetime.now().isoformat(),
                'data_sources': len(config.get('analysis_files', []) + config.get('excel_sources', [])),
                'output_formats': output_formats
            }
        }
    
    def determine_sections(self, data, config):
        """Determine document sections based on available data."""
        
        sections = []
        
        if config.get('include_executive_summary', True):
            sections.append({
                'type': 'executive_summary',
                'data_source': 'analysis'
            })
        
        if 'analysis' in data:
            sections.append({
                'type': 'data_table',
                'name': 'Analysis Results Summary',
                'data_source': 'analysis'
            })
        
        if 'excel' in data:
            sections.append({
                'type': 'data_table',
                'name': 'Excel Data Summary',
                'data_source': 'excel'
            })
        
        if data.get('charts'):
            sections.append({
                'type': 'chart_gallery',
                'name': 'Data Visualizations'
            })
        
        return sections

# Usage example
async def generate_quarterly_report():
    """Generate comprehensive quarterly report."""
    
    generator = AutomatedReportGenerator()
    
    report_config = {
        'report_name': 'Q4 2024 Business Analysis',
        'title': 'Quarterly Business Performance Report - Q4 2024',
        'template_type': 'quarterly_business_report',
        'author': 'Business Analytics Team',
        'period': {
            'quarter': 'Q4',
            'year': 2024,
            'start_date': '2024-10-01',
            'end_date': '2024-12-31'
        },
        'analysis_files': [
            '/sandbox/analysis/sales_analysis.json',
            '/sandbox/analysis/customer_analysis.json',
            '/sandbox/analysis/financial_analysis.json'
        ],
        'excel_sources': [
            {
                'name': 'sales_data',
                'path': '/sandbox/data/q4_sales.xlsx',
                'sheet': 'Summary'
            },
            {
                'name': 'financial_data',
                'path': '/sandbox/data/q4_financials.xlsx'
            }
        ],
        'output_formats': ['docx', 'pdf', 'html'],
        'include_executive_summary': True,
        'chart_style': 'professional',
        'color_scheme': 'corporate'
    }
    
    result = await generator.generate_comprehensive_report(report_config)
    
    print(f"✅ Report generated successfully:")
    print(f"   📄 Primary document: {result['primary_document']}")
    for format_type, path in result['additional_formats'].items():
        print(f"   📄 {format_type.upper()}: {path}")
    
    return result

# Execute report generation
quarterly_report = await generate_quarterly_report()

Integration Patterns

Complete Document Workflow


Next Steps: Start with DOCX Generation for creating Word documents, or explore Report Templates for automated report generation.