---
name: doc-gen-unicode-diagnostic-42127ac811ba
description: Systematic document generation with unicode sanitization, engine fallback chain, and explicit error diagnosis
---

# Document Generation with Diagnostic Workflow (Unicode-Safe)

## When to Use

Use this skill when document generation tasks fail or return unclear errors, especially when:
- Generating documents in multiple formats (`.docx`, `.pdf`, `.html`)
- **PDF generation fails with encoding/LaTeX errors**
- `shell_agent` returns "unknown error" without diagnostics
- Documents contain special characters, symbols, or non-ASCII text
- You need systematic error diagnosis rather than blind retries

## ⚠️ Critical: Why This Skill Exists

Recent executions show **43% effectiveness** because agents:
- Skip unicode sanitization before PDF conversion
- Don't try `xelatex` engine (better Unicode support)
- Don't capture stderr for proper diagnosis
- Exhaust iterations on repeated failures without systematic troubleshooting

**This skill fixes those gaps with mandatory steps.**

## Pre-Flight Validation (NEW - Required Step 0)

Before starting document generation, verify your toolchain:

```
run_shell
command: which pandoc && pandoc --version | head -3
```

```
run_shell
command: which pdflatex xelatex wkhtmltopdf 2>/dev/null || echo "Some engines missing"
```

```
run_shell
command: python3 -c "import sys; print(sys.version)"
```

If pandoc is missing, install it:
```
run_shell
command: apt-get update && apt-get install -y pandoc
```

For PDF support, install LaTeX engines:
```
run_shell
command: apt-get install -y texlive-latex-recommended texlive-fonts-recommended texlive-xetex
```

## Core Technique

**Manually split the workflow into observable, diagnostic steps:**
1. **Pre-flight** → Verify toolchain availability
2. **Content creation** → Use `write_file` for markdown source (visible content)
3. **Unicode sanitization** → **MANDATORY for PDF**: Create sanitized version
4. **Format conversion with fallback** → Try engines in order, capture stderr
5. **Verification** → Check outputs exist and validate content

## Unicode & LaTeX Compatibility (MANDATORY for PDF)

**PDF generation via LaTeX has limited Unicode support.** Before PDF conversion, you MUST sanitize:

| Character | Issue | Safe Replacement |
|-----------|-------|------------------|
| `—` (em dash) | LaTeX incompatibility | `--` |
| `–` (en dash) | LaTeX incompatibility | `-` |
| `" "` (curly quotes) | Encoding errors | `" "` (straight) |
| `' '` (curly apostrophe) | Encoding errors | `'` (straight) |
| `…` (ellipsis) | May not render | `...` |
| `→` `←` `↑` `↓` (arrows) | LaTeX incompatibility | `->` `<-` `^` `v` |
| `✓` `✗` (checkmarks) | May not render | `[x]` `[ ]` |
| `★` `●` (symbols) | May not render | `*` `-` |
| `©` `®` `™` | Require packages | `(c)` `(r)` `(tm)` |
| Non-ASCII (é, ñ, ü) | Font-dependent | Keep for xelatex, sanitize for pdflatex |

**DOCX and HTML handle Unicode natively** - use original markdown for these formats.

## Step-by-Step Workflow

### Step 0: Pre-Flight Validation

```
run_shell
command: which pandoc || (apt-get update && apt-get install -y pandoc)
```

```
run_shell
command: which xelatex || echo "xelatex not available - will use fallback"
```

### Step 1: Create Source Content with write_file

```
write_file
path: /tmp/document_source.md
content: |
  # Document Title
  
  ## Section 1
  Your content here with full Unicode support...
  
  ## Section 2
  Special chars: "quotes" — dashes … ellipsis ✓ checkmarks
```

### Step 2: Create Sanitized Version for PDF (**MANDATORY**)

**Option A: Manual sanitization with write_file**
```
write_file
path: /tmp/document_source_sanitized.md
content: |
  # Document Title
  
  ## Section 1
  Your content here...
  
  ## Section 2
  Special chars: "quotes" -- dashes ... ellipsis [x] checkmarks
```

**Option B: Automated sanitization script**

First create the script:
```
write_file
path: /tmp/sanitize_for_pdf.sh
content: |
  #!/bin/bash
  INPUT="$1"
  OUTPUT="${2:-${1%.md}_sanitized.md}"
  sed -e 's/—/--/g' -e 's/–/-/g' \
      -e 's/"([^"]*)"/"\1"/g' -e "s/'([^']*)'/\`\1\`/g" \
      -e 's/…/.../g' -e 's/→/->/g' -e 's/←/<-/g' \
      -e 's/✓/[x]/g' -e 's/✗/[ ]/g' \
      -e 's/©/(c)/g' -e 's/®/(r)/g' -e 's/™/(tm)/g' \
      "$INPUT" > "$OUTPUT"
  echo "Sanitized: $INPUT -> $OUTPUT"
```

```
run_shell
command: chmod +x /tmp/sanitize_for_pdf.sh && /tmp/sanitize_for_pdf.sh /tmp/document_source.md /tmp/document_source_sanitized.md
```

### Step 3: Convert to DOCX (from original, supports Unicode)

```
run_shell
command: pandoc /tmp/document_source.md -o output.docx 2>&1
```

**Capture stderr** with `2>&1` to see actual errors (not "unknown error").

### Step 4: Convert to PDF with Engine Fallback Chain (**CRITICAL**)

**Try engines in order: xelatex (best Unicode) → pdflatex → wkhtmltopdf**

```
run_shell
command: pandoc /tmp/document_source_sanitized.md -o output.pdf --pdf-engine=xelatex 2>&1
```

If xelatex fails, try pdflatex:
```
run_shell
command: pandoc /tmp/document_source_sanitized.md -o output.pdf --pdf-engine=pdflatex 2>&1
```

If pdflatex fails, try wkhtmltopdf:
```
run_shell
command: pandoc /tmp/document_source_sanitized.md -o output.pdf --pdf-engine=wkhtmltopdf 2>&1
```

**If ALL engines fail**, diagnose with:
```
run_shell
command: file /tmp/document_source_sanitized.md && head -20 /tmp/document_source_sanitized.md
```

### Step 5: Convert to HTML (from original)

```
run_shell
command: pandoc /tmp/document_source.md -o output.html 2>&1
```

### Step 6: Verify All Outputs

```
run_shell
command: ls -lh output.* && file output.*
```

```
run_shell
command: [ -f output.pdf ] && echo "PDF created: $(wc -c < output.pdf) bytes" || echo "PDF MISSING"
```

## Complete Example

```markdown
# Generate Client Report in Multiple Formats

## Step 0: Pre-flight
run_shell
command: which pandoc xelatex || echo "Checking toolchain..."

## Step 1: Write markdown source
write_file
path: /tmp/client_report.md
content: |
  # Client Investment Report
  
  ## Executive Summary
  Portfolio performance shows strong returns — up 15% this quarter...
  
  ## Risk Analysis
  Key metrics: "Sharpe ratio" ✓ passed … continuing analysis

## Step 2: Sanitize for PDF (MANDATORY)
write_file
path: /tmp/client_report_sanitized.md
content: |
  # Client Investment Report
  
  ## Executive Summary
  Portfolio performance shows strong returns -- up 15% this quarter...
  
  ## Risk Analysis
  Key metrics: "Sharpe ratio" [x] passed ... continuing analysis

## Step 3: Convert to DOCX (original unicode OK)
run_shell
command: pandoc /tmp/client_report.md -o client_report.docx 2>&1

## Step 4: Convert to PDF (sanitized, xelatex first)
run_shell
command: pandoc /tmp/client_report_sanitized.md -o client_report.pdf --pdf-engine=xelatex 2>&1

## Step 5: Convert to HTML (original unicode OK)
run_shell
command: pandoc /tmp/client_report.md -o client_report.html 2>&1

## Step 6: Verify
run_shell
command: ls -lh client_report.* && file client_report.*
```

## Error Diagnosis Decision Tree

When a conversion fails, **capture stderr** (`2>&1`) and diagnose:

```
If error contains "xelatex not found" or "LaTeX error":
  → Try next engine: --pdf-engine=pdflatex or --pdf-engine=wkhtmltopdf

If error contains "encoding" or "UTF-8":
  → Unicode not properly sanitized; re-check Step 2
  → Add -f markdown+utf8 to pandoc command

If error contains "template" or "class":
  → LaTeX template issue; try --pdf-engine=wkhtmltopdf

If error is "unknown error" (no stderr captured):
  → Re-run with 2>&1 to capture actual error message
  → Check if pandoc is installed: which pandoc

If wkhtmltopdf fails:
  → Install: apt-get install wkhtmltopdf
  → Or use Python alternative: reportlab or fpdf2
```

## Alternative: Python PDF Generation (When pandoc Fails)

If all pandoc engines fail, use Python libraries directly:

**Using fpdf2:**
```
run_shell
command: python3 -c "
from fpdf import FPDF
pdf = FPDF()
pdf.add_page()
pdf.set_font('Arial', '', 12)
pdf.cell(0, 10, 'Document Title')
pdf.output('output.pdf')
"
```

**Using reportlab:**
```
run_shell
command: python3 -c "
from reportlab.lib.pagesizes import letter
from reportlab.pdfgen import canvas
c = canvas.Canvas('output.pdf', pagesize=letter)
c.drawString(100, 750, 'Document Title')
c.save()
"
```

## Common pandoc Commands Reference

```bash
# Markdown to Word (Unicode-safe)
pandoc input.md -o output.docx

# Markdown to PDF with xelatex (BEST for Unicode)
pandoc input.md -o output.pdf --pdf-engine=xelatex

# Markdown to PDF with pdflatex (requires sanitization)
pandoc input.md -o output.pdf --pdf-engine=pdflatex

# Markdown to PDF with wkhtmltopdf (HTML-based, good fallback)
pandoc input.md -o output.pdf --pdf-engine=wkhtmltopdf

# Markdown to HTML
pandoc input.md -o output.html

# With metadata
pandoc input.md -o output.pdf --metadata title="Document Title"

# Force UTF-8 encoding
pandoc -f markdown+utf8 input.md -o output.pdf
```

## Troubleshooting Quick Reference

| Symptom | Likely Cause | Solution |
|---------|--------------|----------|
| "xelatex not found" | Missing LaTeX engine | `apt-get install texlive-xetex` or try `--pdf-engine=wkhtmltopdf` |
| "LaTeX error: encoding" | Unicode in source | Use sanitized markdown for PDF |
| "unknown error" (pandoc) | stderr not captured | Re-run with `2>&1` to see real error |
| PDF missing after conversion | All engines failed | Try Python (fpdf2/reportlab) as fallback |
| DOCX has garbled text | Encoding issue | Add `-f markdown+utf8` to pandoc command |
| HTML renders but PDF fails | LaTeX-specific issue | wkhtmltopdf engine usually works |

## Verification Checklist

Before marking task complete, verify:

- [ ] Pre-flight: pandoc installed and accessible
- [ ] Source markdown created with `write_file`
- [ ] Sanitized version created for PDF conversion
- [ ] DOCX generated from original (unicode preserved)
- [ ] PDF generated with xelatex (or fallback engine documented)
- [ ] All output files exist: `ls -lh output.*`
- [ ] File types verified: `file output.*`
- [ ] Content validated (spot-check with `read_file` if applicable)

## When to Use shell_agent Instead

After successfully completing this manual workflow:
- For simple DOCX-only tasks (no PDF needed)
- When toolchain is verified working
- For repetitive tasks with known-good content

**For documents with Unicode content requiring PDF, always use this manual workflow.**

## Related Skills

- `spreadsheet-direct-python`: For Excel/CSV generation with Python
- `pdf-verification-cli`: For verifying PDF page count and content after creation


---
Source attribution: AG064
Original project: https://github.com/AG064/OpenSpace/blob/ff671ef61ed6587c49bd54c81cdc751c0b99e363/gdpval_bench/skills/document-gen-fallback-enhanced-enhanced-3d3a9a/SKILL.md
License: MIT
License information: https://opensource.org/license/mit
Original upstream instructions; downloaded from Dave AI.

## Upstream license notice

MIT License

Copyright (c) 2026 ✨Data Intelligence Lab@HKU✨

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.



# Dave AI resource metadata

Creator / publisher: AG064
Original project: https://github.com/AG064/OpenSpace/blob/ff671ef61ed6587c49bd54c81cdc751c0b99e363/gdpval_bench/skills/document-gen-fallback-enhanced-enhanced-3d3a9a/SKILL.md
Attribution basis: Source repository record

Fields of work: Content & Media, Development & Engineering, Product Management
Roles: Backend Developer, Frontend Developer, Product Manager, Technical Writer
Specialties: API, Testing
Tools: Pandoc, Pdflatex, Xelatex
Country applicability: Country not specified
Classification basis: Source catalog labels
Instruction SHA-256: 3cde18a8b1e6970aead317d0e7e11856659156f76d4afbbd8448fa580a17b0b4
