docx

SKILL.md

---
name: docx
description: "Use this skill whenever the user wants to create, read, edit, or manipulate Word documents (.docx files). Triggers include: any mention of \"Word doc\", \"word document\", \".docx\", or requests to produce professional documents with formatting like tables of contents, headings, page numbers, or letterheads. Also use when extracting or reorganizing content from .docx files, inserting or replacing images in documents, performing find-and-replace in Word files, working with tracked changes or comments, or converting content into a polished Word document. If the user asks for a \"report\", \"memo\", \"letter\", \"template\", or similar deliverable as a Word or .docx file, use this skill. Do NOT use for PDFs, spreadsheets, Google Docs, or general coding tasks unrelated to document generation."
license: Proprietary. LICENSE.txt has complete terms
metadata:
  builtin_skill_version: "1.1"
---

> **Important:** All `scripts/` paths are relative to this skill directory.
> Run with: `cd {this_skill_dir} && python scripts/...`
> Or use the `cwd` parameter of `execute_shell_command`.

# DOCX creation, editing, and analysis

## Prerequisites

- **docx** (`npm install -g docx`): new document creation
- **LibreOffice** (`soffice`): `.doc` -> `.docx` conversion, tracked-changes acceptance, and PDF export
- **pandoc**: text extraction
- **pdftoppm** (poppler-utils): document-to-image workflows
- If `pdftoppm` is unavailable, a Python fallback path may use `pdf2image`.
- On Windows, dependencies must be installed and available in `PATH`; if missing, report the dependency issue and stop (do not keep retrying).

## Overview

A .docx file is a ZIP archive containing XML files.

## Design Principles

Professional documents need clear structure and consistent formatting.

### Typography

Choose a readable body font (Calibri, Cambria, Georgia, Times New Roman). Keep body at 11-12pt. Headings should step up: H1=16-18pt bold, H2=14pt bold, H3=12pt bold.

### Spacing

Use paragraph spacing (`spaceBefore`/`spaceAfter`) instead of empty paragraphs. Line spacing of 1.15x-1.5x for body text.

### Page Setup

Always set margins explicitly. US Letter default: 12240 x 15840 twips, margins=1440 (1 inch).

### Table Design

Alternate row shading for readability. Header row with contrasting background. Consistent cell padding.

### Color Usage

Use color sparingly in documents — accent color for headings or table headers, not rainbow formatting.

### Content-to-Element Mapping

| Content Type | Recommended Element | Why |
|---|---|---|
| Sequential items | Bulleted list | Scanning is faster than inline commas |
| Step-by-step process | Numbered list | Numbers communicate order |
| Comparative data | Table with header row | Columns enable side-by-side comparison |
| Key definition | Hanging indent paragraph | Offset term from definition |
| Legal/contract clause | Numbered list with bookmarks | Cross-referencing |
| Citation/reference | Footnote or endnote | Keeps body text clean |
| Pull quote / callout | Paragraph with border + shading | Visual distinction from body |
| Multi-section layout | Section breaks with columns | Column control per section |

## Quick Reference

| Task | Approach |
|------|----------|
| Read/analyze content | `pandoc` or unpack for raw XML |
| Create new document | Use `docx-js` - see Creating New Documents below |
| Edit existing document | Unpack → edit XML → repack - see Editing Existing Documents below |

### Converting .doc to .docx

Legacy `.doc` files must be converted before editing:

```bash
python scripts/office/soffice.py --headless --convert-to docx document.doc
```

### Reading Content

```bash
# Text extraction with tracked changes
pandoc --track-changes=all document.docx -o output.md

# Raw XML access
python scripts/office/unpack.py document.docx unpacked/
```

### Converting to Images

```bash
python scripts/office/soffice.py --headless --convert-to pdf document.docx
pdftoppm -jpeg -r 150 document.pdf page
```

### Accepting Tracked Changes

To produce a clean document with all tracked changes accepted (requires LibreOffice):

```bash
python scripts/accept_changes.py input.docx output.docx
```

---

## Creating New Documents

Generate .docx files with JavaScript, then validate. Install: `npm install -g docx`

### Setup
```javascript
const { Document, Packer, Paragraph, TextRun, Table, TableRow, TableCell, ImageRun,
        Header, Footer, AlignmentType, PageOrientation, LevelFormat, ExternalHyperlink,
        TableOfContents, HeadingLevel, BorderStyle, WidthType, ShadingType,
        VerticalAlign, PageNumber, PageBreak } = require('docx');

const doc = new Document({ sections: [{ children: [/* content */] }] });
Packer.toBuffer(doc).then(buffer => fs.writeFileSync("doc.docx", buffer));
```

### Validation
After creating the file, validate it. If validation fails, unpack, fix the XML, and repack.
```bash
python scripts/office/validate.py doc.docx
```

### Page Size

```javascript
// CRITICAL: docx-js defaults to A4, not US Letter
// Always set page size explicitly for consistent results
sections: [{
  properties: {
    page: {
      size: {
        width: 12240,   // 8.5 inches in DXA
        height: 15840   // 11 inches in DXA
      },
      margin: { top: 1440, right: 1440, bottom: 1440, left: 1440 } // 1 inch margins
    }
  },
  children: [/* content */]
}]
```

**Common page sizes (DXA units, 1440 DXA = 1 inch):**

| Paper | Width | Height | Content Width (1" margins) |
|-------|-------|--------|---------------------------|
| US Letter | 12,240 | 15,840 | 9,360 |
| A4 (default) | 11,906 | 16,838 | 9,026 |

**Landscape orientation:** docx-js swaps width/height internally, so pass portrait dimensions and let it handle the swap:
```javascript
size: {
  width: 12240,   // Pass SHORT edge as width
  height: 15840,  // Pass LONG edge as height
  orientation: PageOrientation.LANDSCAPE  // docx-js swaps them in the XML
},
// Content width = 15840 - left margin - right margin (uses the long edge)
```

### Styles (Override Built-in Headings)

Use Arial as the default font (universally supported). Keep titles black for readability.

```javascript
const doc = new Document({
  styles: {
    default: { document: { run: { font: "Arial", size: 24 } } }, // 12pt default
    paragraphStyles: [
      // IMPORTANT: Use exact IDs to override built-in styles
      { id: "Heading1", name: "Heading 1", basedOn: "Normal", next: "Normal", quickFormat: true,
        run: { size: 32, bold: true, font: "Arial" },
        paragraph: { spacing: { before: 240, after: 240 }, outlineLevel: 0 } }, // outlineLevel required for TOC
      { id: "Heading2", name: "Heading 2", basedOn: "Normal", next: "Normal", quickFormat: true,
        run: { size: 28, bold: true, font: "Arial" },
        paragraph: { spacing: { before: 180, after: 180 }, outlineLevel: 1 } },
    ]
  },
  sections: [{
    children: [
      new Paragraph({ heading: HeadingLevel.HEADING_1, children: [new TextRun("Title")] }),
    ]
  }]
});
```

### Lists (NEVER use unicode bullets)

```javascript
// ❌ WRONG - never manually insert bullet characters
new Paragraph({ children: [new TextRun("• Item")] })  // BAD
new Paragraph({ children: [new TextRun("\u2022 Item")] })  // BAD

// ✅ CORRECT - use numbering config with LevelFormat.BULLET
const doc = new Document({
  numbering: {
    config: [
      { reference: "bullets",
        levels: [{ level: 0, format: LevelFormat.BULLET, text: "•", alignment: AlignmentType.LEFT,
          style: { paragraph: { indent: { left: 720, hanging: 360 } } } }] },
      { reference: "numbers",
        levels: [{ level: 0, format: LevelFormat.DECIMAL, text: "%1.", alignment: AlignmentType.LEFT,
          style: { paragraph: { indent: { left: 720, hanging: 360 } } } }] },
    ]
  },
  sections: [{
    children: [
      new Paragraph({ numbering: { reference: "bullets", level: 0 },
        children: [new TextRun("Bullet item")] }),
      new Paragraph({ numbering: { reference: "numbers", level: 0 },
        children: [new TextRun("Numbered item")] }),
    ]
  }]
});

// ⚠️ Each reference creates INDEPENDENT numbering
// Same reference = continues (1,2,3 then 4,5,6)
// Different reference = restarts (1,2,3 then 1,2,3)
```

### Tables

**CRITICAL: Tables need dual widths** - set both `columnWidths` on the table AND `width` on each cell. Without both, tables render incorrectly on some platforms.

```javascript
// CRITICAL: Always set table width for consistent rendering
// CRITICAL: Use ShadingType.CLEAR (not SOLID) to prevent black backgrounds
const border = { style: BorderStyle.SINGLE, size: 1, color: "CCCCCC" };
const borders = { top: border, bottom: border, left: border, right: border };

new Table({
  width: { size: 9360, type: WidthType.DXA }, // Always use DXA (percentages break in Google Docs)
  columnWidths: [4680, 4680], // Must sum to table width (DXA: 1440 = 1 inch)
  rows: [
    new TableRow({
      children: [
        new TableCell({
          borders,
          width: { size: 4680, type: WidthType.DXA }, // Also set on each cell
          shading: { fill: "D5E8F0", type: ShadingType.CLEAR }, // CLEAR not SOLID
          margins: { top: 80, bottom: 80, left: 120, right: 120 }, // Cell padding (internal, not added to width)
          children: [new Paragraph({ children: [new TextRun("Cell")] })]
        })
      ]
    })
  ]
})
```

**Table width calculation:**

Always use `WidthType.DXA` — `WidthType.PERCENTAGE` breaks in Google Docs.

```javascript
// Table width = sum of columnWidths = content width
// US Letter with 1" margins: 12240 - 2880 = 9360 DXA
width: { size: 9360, type: WidthType.DXA },
columnWidths: [7000, 2360]  // Must sum to table width
```

**Width rules:**
- **Always use `WidthType.DXA`** — never `WidthType.PERCENTAGE` (incompatible with Google Docs)
- Table width must equal the sum of `columnWidths`
- Cell `width` must match corresponding `columnWidth`
- Cell `margins` are internal padding - they reduce content area, not add to cell width
- For full-width tables: use content width (page width minus left and right margins)

### Images

```javascript
// CRITICAL: type parameter is REQUIRED
new Paragraph({
  children: [new ImageRun({
    type: "png", // Required: png, jpg, jpeg, gif, bmp, svg
    data: fs.readFileSync("image.png"),
    transformation: { width: 200, height: 150 },
    altText: { title: "Title", description: "Desc", name: "Name" } // All three required
  })]
})
```

### Page Breaks

```javascript
// CRITICAL: PageBreak must be inside a Paragraph
new Paragraph({ children: [new PageBreak()] })

// Or use pageBreakBefore
new Paragraph({ pageBreakBefore: true, children: [new TextRun("New page")] })
```

### Table of Contents

```javascript
// CRITICAL: Headings must use HeadingLevel ONLY - no custom styles
new TableOfContents("Table of Contents", { hyperlink: true, headingStyleRange: "1-3" })
```

### Headers/Footers

```javascript
sections: [{
  properties: {
    page: { margin: { top: 1440, right: 1440, bottom: 1440, left: 1440 } } // 1440 = 1 inch
  },
  headers: {
    default: new Header({ children: [new Paragraph({ children: [new TextRun("Header")] })] })
  },
  footers: {
    default: new Footer({ children: [new Paragraph({
      children: [new TextRun("Page "), new TextRun({ children: [PageNumber.CURRENT] })]
    })] })
  },
  children: [/* content */]
}]
```

### Critical Rules for docx-js

- **Set page size explicitly** - docx-js defaults to A4; use US Letter (12240 x 15840 DXA) for US documents
- **Landscape: pass portrait dimensions** - docx-js swaps width/height internally; pass short edge as `width`, long edge as `height`, and set `orientation: PageOrientation.LANDSCAPE`
- **Never use `\n`** - use separate Paragraph elements
- **Never use unicode bullets** - use `LevelFormat.BULLET` with numbering config
- **PageBreak must be in Paragraph** - standalone creates invalid XML
- **ImageRun requires `type`** - always specify png/jpg/etc
- **Always set table `width` with DXA** - never use `WidthType.PERCENTAGE` (breaks in Google Docs)
- **Tables need dual widths** - `columnWidths` array AND cell `width`, both must match
- **Table width = sum of columnWidths** - for DXA, ensure they add up exactly
- **Always add cell margins** - use `margins: { top: 80, bottom: 80, left: 120, right: 120 }` for readable padding
- **Use `ShadingType.CLEAR`** - never SOLID for table shading
- **TOC requires HeadingLevel only** - no custom styles on heading paragraphs
- **Override built-in styles** - use exact IDs: "Heading1", "Heading2", etc.
- **Include `outlineLevel`** - required for TOC (0 for H1, 1 for H2, etc.)

---

## Editing Existing Documents

**Follow all 3 steps in order.**

### Step 1: Unpack
```bash
python scripts/office/unpack.py document.docx unpacked/
```
Extracts XML, pretty-prints, merges adjacent runs, and converts smart quotes to XML entities (`“` etc.) so they survive editing. Use `--merge-runs false` to skip run merging.

### Step 2: Edit XML

Edit files in `unpacked/word/`. See XML Reference below for patterns.

**Use "Claude" as the author** for tracked changes and comments, unless the user explicitly requests use of a different name.

**Use the Edit tool directly for string replacement. Do not write Python scripts.** Scripts introduce unnecessary complexity. The Edit tool shows exactly what is being replaced.

**CRITICAL: Use smart quotes for new content.** When adding text with apostrophes or quotes, use XML entities to produce smart quotes:
```xml
<!-- Use these entities for professional typography -->
<w:t>Here&#x2019;s a quote: &#x201C;Hello&#x201D;</w:t>
```
| Entity | Character |
|--------|-----------|
| `&#x2018;` | ‘ (left single) |
| `&#x2019;` | ’ (right single / apostrophe) |
| `&#x201C;` | “ (left double) |
| `&#x201D;` | ” (right double) |

**Adding comments:** Use `comment.py` to handle boilerplate across multiple XML files (text must be pre-escaped XML):
```bash
python scripts/comment.py unpacked/ 0 "Comment text with &amp; and &#x2019;"
python scripts/comment.py unpacked/ 1 "Reply text" --parent 0  # reply to comment 0
python scripts/comment.py unpacked/ 0 "Text" --author "Custom Author"  # custom author name
```
Then add markers to document.xml (see Comments in XML Reference).

### Step 3: Pack
```bash
python scripts/office/pack.py unpacked/ output.docx --original document.docx
```
Validates with auto-repair, condenses XML, and creates DOCX. Use `--validate false` to skip.

**Auto-repair will fix:**
- `durableId` >= 0x7FFFFFFF (regenerates valid ID)
- Missing `xml:space="preserve"` on `<w:t>` with whitespace

**Auto-repair won't fix:**
- Malformed XML, invalid element nesting, missing relationships, schema violations

### Common Pitfalls

- **Replace entire `<w:r>` elements**: When adding tracked changes, replace the whole `<w:r>...</w:r>` block with `<w:del>...<w:ins>...` as siblings. Don't inject tracked change tags inside a run.
- **Preserve `<w:rPr>` formatting**: Copy the original run's `<w:rPr>` block into your tracked change runs to maintain bold, font size, etc.

---

## QA (Required)

**Assume there are problems. Your job is to find them.**

Your first document is almost never correct. Approach QA as a bug hunt, not a confirmation step. If you found zero issues on first inspection, you weren't looking hard enough.

### Content QA

```bash
# Full text extraction
pandoc --track-changes=all document.docx -o /tmp/output.md
cat /tmp/output.md
```

Check for missing content, typos, wrong order.

When editing templates, check for leftover placeholder text:

```bash
pandoc document.docx -o /tmp/output.md
grep -iE "xxxx|lorem|ipsum|placeholder" /tmp/output.md || echo "No placeholders found"
```

### Structure QA

```bash
# Extract and inspect heading hierarchy
python scripts/office/unpack.py document.docx /tmp/unpacked/
grep -oP 'w:pStyle w:val="Heading\d"' /tmp/unpacked/word/document.xml | sort | uniq -c
```

Check for: skipped heading levels (e.g., H1 → H3), empty paragraphs, orphaned content.

### Validation

```bash
python scripts/office/validate.py document.docx
```

### Pre-Delivery Checklist

- [ ] Metadata set (title, author)
- [ ] Page numbers present
- [ ] Heading hierarchy is correct (no skipped levels, e.g., H1 → H3)
- [ ] No empty paragraphs used as spacing (use `spaceBefore`/`spaceAfter` instead)
- [ ] All images have alt text
- [ ] Tables have header rows
- [ ] TOC present if document has 3+ headings
- [ ] Document validates with `validate.py`
- [ ] No placeholder text remaining

### Verification Loop

1. Generate document
2. Run content QA + structure QA + validation
3. List issues found (if none found, look again more critically)
4. Fix issues
5. Re-verify — one fix often creates another problem
6. Repeat until a full pass reveals no new issues

**Do not declare success until you've completed at least one fix-and-verify cycle.**

---

## XML Reference

### Schema Compliance

- **Element order in `<w:pPr>`**: `<w:pStyle>`, `<w:numPr>`, `<w:spacing>`, `<w:ind>`, `<w:jc>`, `<w:rPr>` last
- **Whitespace**: Add `xml:space="preserve"` to `<w:t>` with leading/trailing spaces
- **RSIDs**: Must be 8-digit hex (e.g., `00AB1234`)

### Tracked Changes

**Insertion:**
```xml
<w:ins w:id="1" w:author="Claude" w:date="2025-01-01T00:00:00Z">
  <w:r><w:t>inserted text</w:t></w:r>
</w:ins>
```

**Deletion:**
```xml
<w:del w:id="2" w:author="Claude" w:date="2025-01-01T00:00:00Z">
  <w:r><w:delText>deleted text</w:delText></w:r>
</w:del>
```

**Inside `<w:del>`**: Use `<w:delText>` instead of `<w:t>`, and `<w:delInstrText>` instead of `<w:instrText>`.

**Minimal edits** - only mark what changes:
```xml
<!-- Change "30 days" to "60 days" -->
<w:r><w:t>The term is </w:t></w:r>
<w:del w:id="1" w:author="Claude" w:date="...">
  <w:r><w:delText>30</w:delText></w:r>
</w:del>
<w:ins w:id="2" w:author="Claude" w:date="...">
  <w:r><w:t>60</w:t></w:r>
</w:ins>
<w:r><w:t> days.</w:t></w:r>
```

**Deleting entire paragraphs/list items** - when removing ALL content from a paragraph, also mark the paragraph mark as deleted so it merges with the next paragraph. Add `<w:del/>` inside `<w:pPr><w:rPr>`:
```xml
<w:p>
  <w:pPr>
    <w:numPr>...</w:numPr>  <!-- list numbering if present -->
    <w:rPr>
      <w:del w:id="1" w:author="Claude" w:date="2025-01-01T00:00:00Z"/>
    </w:rPr>
  </w:pPr>
  <w:del w:id="2" w:author="Claude" w:date="2025-01-01T00:00:00Z">
    <w:r><w:delText>Entire paragraph content being deleted...</w:delText></w:r>
  </w:del>
</w:p>
```
Without the `<w:del/>` in `<w:pPr><w:rPr>`, accepting changes leaves an empty paragraph/list item.

**Rejecting another author's insertion** - nest deletion inside their insertion:
```xml
<w:ins w:author="Jane" w:id="5">
  <w:del w:author="Claude" w:id="10">
    <w:r><w:delText>their inserted text</w:delText></w:r>
  </w:del>
</w:ins>
```

**Restoring another author's deletion** - add insertion after (don't modify their deletion):
```xml
<w:del w:author="Jane" w:id="5">
  <w:r><w:delText>deleted text</w:delText></w:r>
</w:del>
<w:ins w:author="Claude" w:id="10">
  <w:r><w:t>deleted text</w:t></w:r>
</w:ins>
```

### Comments

After running `comment.py` (see Step 2), add markers to document.xml. For replies, use `--parent` flag and nest markers inside the parent's.

**CRITICAL: `<w:commentRangeStart>` and `<w:commentRangeEnd>` are siblings of `<w:r>`, never inside `<w:r>`.**

```xml
<!-- Comment markers are direct children of w:p, never inside w:r -->
<w:commentRangeStart w:id="0"/>
<w:del w:id="1" w:author="Claude" w:date="2025-01-01T00:00:00Z">
  <w:r><w:delText>deleted</w:delText></w:r>
</w:del>
<w:r><w:t> more text</w:t></w:r>
<w:commentRangeEnd w:id="0"/>
<w:r><w:rPr><w:rStyle w:val="CommentReference"/></w:rPr><w:commentReference w:id="0"/></w:r>

<!-- Comment 0 with reply 1 nested inside -->
<w:commentRangeStart w:id="0"/>
  <w:commentRangeStart w:id="1"/>
  <w:r><w:t>text</w:t></w:r>
  <w:commentRangeEnd w:id="1"/>
<w:commentRangeEnd w:id="0"/>
<w:r><w:rPr><w:rStyle w:val="CommentReference"/></w:rPr><w:commentReference w:id="0"/></w:r>
<w:r><w:rPr><w:rStyle w:val="CommentReference"/></w:rPr><w:commentReference w:id="1"/></w:r>
```

### Images

1. Add image file to `word/media/`
2. Add relationship to `word/_rels/document.xml.rels`:
```xml
<Relationship Id="rId5" Type=".../image" Target="media/image1.png"/>
```
3. Add content type to `[Content_Types].xml`:
```xml
<Default Extension="png" ContentType="image/png"/>
```
4. Reference in document.xml:
```xml
<w:drawing>
  <wp:inline>
    <wp:extent cx="914400" cy="914400"/>  <!-- EMUs: 914400 = 1 inch -->
    <a:graphic>
      <a:graphicData uri=".../picture">
        <pic:pic>
          <pic:blipFill><a:blip r:embed="rId5"/></pic:blipFill>
        </pic:pic>
      </a:graphicData>
    </a:graphic>
  </wp:inline>
</w:drawing>
```

---

## Common Pitfalls

| Pitfall | Correct Approach |
|---------|-----------------|
| Using `\n` for newlines | Use separate `<w:p>` paragraphs |
| Using unicode bullets (`•`) | Use `LevelFormat.BULLET` with numbering config |
| PageBreak outside Paragraph | `PageBreak` must be inside a `Paragraph` |
| ImageRun missing `type` | Always specify `type: "png"`, `"jpg"`, etc. |
| Table width with `WidthType.PERCENTAGE` | Always use `WidthType.DXA` — percentages break in Google Docs |
| Missing cell margins | Add `margins: { top: 80, bottom: 80, left: 120, right: 120 }` |
| `ShadingType.SOLID` instead of CLEAR | Always use `ShadingType.CLEAR` to prevent black backgrounds |
| TOC with custom paragraph styles | TOC requires `HeadingLevel` only — no custom styles |
| Forgetting `outlineLevel` on headings | `outlineLevel: 0` for H1, `1` for H2 — required for TOC |
| Setting table-level padding | OfficeCLI produces invalid XML; use cell-level padding |

## Known Issues

| Issue | Workaround / Note |
|---|---|
| **No visual preview** | Unlike pptx, docx has no built-in rendering. Use `pandoc` for text verification. User must open in Word for visual check. |
| **Chart series cannot be added after creation** | docx-js: include all series at creation. For editing XML, delete and recreate the chart. |
| **`\mathcal` in equations** | Produces invalid OMML. Use `\mathit` or plain italic letters instead. |
| **Tracked changes creation requires raw XML** | `comment.py` handles comment boilerplate. For insertions/deletions, edit `document.xml` directly. |
| **Tab stops may require raw XML** | Insert `<w:tabs>` in paragraph properties via direct XML editing. |
| **Internal hyperlinks not supported by docx-js** | Use raw XML: `<w:hyperlink w:anchor="bookmarkName">` in `document.xml`. |