--- name: integrated-report-bundle-3ec992ff3952 description: Generate spreadsheet, diagram, and PDF report as a cohesive deliverable set with iteration budgeting per component --- # Integrated Report Bundle Workflow This skill provides a reusable pattern for creating a complete report package consisting of three interconnected deliverables: a spreadsheet (data table), a diagram (visual layout), and a PDF report (summary document). Designed for resilience with explicit iteration budgeting and workspace management. ## Overview Use this workflow when you need to: - Generate multiple interconnected deliverables in a single task - Create data spreadsheets with structured tables - Produce visual diagrams (PNG/SVG) for layouts or workflows - Generate summary PDF reports with scoring or assessments - Manage iteration budgets across multiple components - Handle sandbox execution failures gracefully ## Critical: Iteration Budget Allocation **Total budget must be divided across deliverables:** | Deliverable | Recommended Budget | Purpose | |-------------|-------------------|---------| | Spreadsheet | 8-10 iterations | Data gathering, table creation, validation | | Diagram | 8-10 iterations | Visual generation, layout refinement | | PDF Report | 8-10 iterations | Report assembly, formatting, final output | | Buffer | 2-4 iterations | Error recovery, verification, fixes | **Never spend entire budget on one deliverable.** Track iterations explicitly. ## Step-by-Step Instructions ### Phase 0: Workspace Preparation (1 iteration) Before generating any deliverables, establish clean workspace state: ```bash # Check current workspace state ls -la /workspace/ # Create dedicated output directory mkdir -p /workspace/deliverables # Verify write permissions touch /workspace/deliverables/test.tmp && rm /workspace/deliverables/test.tmp ``` **Why:** Prevents workspace path confusion that caused previous failures. ### Phase 1: Spreadsheet Creation (8-10 iterations max) #### Step 1.1: Choose Approach | Mode | Tool | Use When | |------|------|----------| | A | `execute_code_sandbox` with `openpyxl`/`pandas` | Programmatic table generation | | B | `shell_agent` with Python script | Complex data processing | | C | `create_file` (CSV/XLSX) | Simple tabular data | #### Step 1.2: Generate Spreadsheet Code **Example using openpyxl:** ```python from openpyxl import Workbook from openpyxl.styles import Font, PatternFill, Alignment wb = Workbook() ws = wb.active ws.title = "Hardware Selection" # Headers with styling headers = ["Component", "Model", "Qty", "Unit Price", "Total"] for col, header in enumerate(headers, 1): cell = ws.cell(row=1, column=col, value=header) cell.font = Font(bold=True) cell.fill = PatternFill(start_color="4472C4", fill_type="solid") cell.font = Font(color="FFFFFF", bold=True) # Data rows data = [ ["CNC Controller", "Fanuc 0i-MF", 1, 2500, 2500], ["Servo Motor", "SGM7G-09A", 4, 450, 1800], ["HMI Panel", "GT2110-WTBD", 1, 380, 380] ] for row_idx, row_data in enumerate(data, 2): for col_idx, value in enumerate(row_data, 1): ws.cell(row=row_idx, column=col_idx, value=value) # Total row ws.cell(row=len(data)+2, column=4, value="TOTAL:") ws.cell(row=len(data)+2, column=5, value=f"=E2:E{len(data)+1}") # Save output_path = '/workspace/deliverables/hardware_selection_table.xlsx' wb.save(output_path) print(f'ARTIFACT_PATH:{output_path}') print('Spreadsheet created successfully') ``` #### Step 1.3: Execute and Verify ``` execute_code_sandbox code: language: python ``` **Verification (use 1 iteration):** ```bash run_shell command: ls -lh /workspace/deliverables/*.xlsx && file /workspace/deliverables/*.xlsx ``` **If execute_code_sandbox fails with '[ERROR] unknown error':** 1. Retry once with `shell_agent` instead 2. If still failing, fall back to `create_file` with CSV format 3. Document the failure and proceed to next deliverable **Iteration checkpoint:** After 8 iterations on spreadsheet, move to diagram regardless of completion status. ### Phase 2: Diagram Generation (8-10 iterations max) #### Step 2.1: Choose Diagram Type | Type | Tool | Best For | |------|------|----------| | Flowchart | `graphviz` + `pydot` | Process flows, decision trees | | Layout | `matplotlib` + `patches` | Physical layouts, workcells | | Architecture | `diagrams` library | System architecture | | Simple shapes | `PIL/Pillow` | Basic diagrams | #### Step 2.2: Generate Diagram Code **Example using matplotlib for layout diagram:** ```python import matplotlib.pyplot as plt import matplotlib.patches as patches fig, ax = plt.subplots(figsize=(12, 8)) ax.set_xlim(0, 100) ax.set_ylim(0, 80) ax.set_aspect('equal') ax.axis('off') # Title ax.text(50, 75, 'CNC Workcell Layout', fontsize=16, ha='center', fontweight='bold', bbox=dict(boxstyle='round', facecolor='wheat')) # CNC Machine cnc = patches.Rectangle((10, 30), 25, 20, linewidth=2, edgecolor='darkblue', facecolor='lightblue', label='CNC Machine') ax.add_patch(cnc) ax.text(22.5, 40, 'CNC\nMachine', ha='center', va='center', fontsize=10) # Robot Arm robot = patches.Circle((50, 40), 8, linewidth=2, edgecolor='darkgreen', facecolor='lightgreen', label='Robot') ax.add_patch(robot) ax.text(50, 40, 'Robot', ha='center', va='center', fontsize=10) # Material Storage storage = patches.Rectangle((70, 30), 20, 20, linewidth=2, edgecolor='darkred', facecolor='lightcoral', label='Storage') ax.add_patch(storage) ax.text(80, 40, 'Material\nStorage', ha='center', va='center', fontsize=9) # Arrows showing flow ax.annotate('', xy=(35, 40), xytext=(42, 40), arrowprops=dict(arrowstyle='->', color='gray', lw=2)) ax.annotate('', xy=(58, 40), xytext=(65, 40), arrowprops=dict(arrowstyle='->', color='gray', lw=2)) # Legend ax.legend(loc='upper right', bbox_to_anchor=(0.98, 0.98)) # Save output_path = '/workspace/deliverables/cnc_workcell_layout.png' plt.savefig(output_path, dpi=150, bbox_inches='tight') print(f'ARTIFACT_PATH:{output_path}') print('Diagram created successfully') ``` #### Step 2.3: Execute and Verify ``` execute_code_sandbox code: language: python ``` **Verification:** ```bash run_shell command: ls -lh /workspace/deliverables/*.png && file /workspace/deliverables/*.png ``` **If execute_code_sandbox fails:** 1. First retry: Simplify the diagram (remove complex elements) 2. Second retry: Use `shell_agent` with explicit matplotlib installation 3. Third retry: Create ASCII/text-based diagram as fallback 4. Document and proceed (diagram is often optional compared to PDF) **Iteration checkpoint:** After 8 iterations on diagram, move to PDF regardless of completion status. ### Phase 3: PDF Report Generation (8-10 iterations max) #### Step 3.1: Choose PDF Library | Library | Best For | Installation | |---------|----------|--------------| | `fpdf2` | Simple reports, quick setup | `!pip install fpdf2` | | `reportlab` | Professional reports, tables | `!pip install reportlab` | | `matplotlib` | Chart-heavy reports | Built-in | #### Step 3.2: Generate PDF Code **Example using fpdf2 (simplest, most reliable):** ```python from fpdf import FPDF class ReportPDF(FPDF): def header(self): self.set_font('Arial', 'B', 14) self.cell(0, 10, 'Project Assessment Report', 0, 1, 'C') self.line(10, 20, 200, 20) self.ln(10) def footer(self): self.set_y(-15) self.set_font('Arial', 'I', 8) self.cell(0, 10, f'Page {self.page_no()}', 0, 0, 'C') def section(self, title): self.set_font('Arial', 'B', 12) self.set_fill_color(200, 220, 255) self.cell(0, 8, title, 0, 1, 'L', 1) self.ln(3) def add_table_row(self, col1, col2, col3): self.set_font('Arial', '', 10) self.cell(60, 8, col1, 1) self.cell(80, 8, col2, 1) self.cell(40, 8, col3, 1) self.ln() pdf = ReportPDF() pdf.add_page() pdf.set_auto_page_break(auto=True, margin=15) # Executive Summary pdf.section('Executive Summary') pdf.set_font('Arial', '', 11) pdf.multi_cell(0, 7, 'This report provides a comprehensive assessment of the CNC workcell implementation project, including hardware selection, layout design, and cost analysis.') pdf.ln(5) # Hardware Selection Summary pdf.section('Hardware Selection') pdf.add_table_row('Component', 'Model', 'Cost') pdf.add_table_row('CNC Controller', 'Fanuc 0i-MF', '$2,500') pdf.add_table_row('Servo Motors', 'SGM7G-09A (x4)', '$1,800') pdf.add_table_row('HMI Panel', 'GT2110-WTBD', '$380') pdf.ln(5) # Assessment Scores pdf.section('Assessment Scores') pdf.add_table_row('Criteria', 'Description', 'Score') pdf.add_table_row('Completeness', 'All requirements addressed', '8/10') pdf.add_table_row('Feasibility', 'Technical implementation possible', '9/10') pdf.add_table_row('Cost Efficiency', 'Within budget constraints', '7/10') pdf.ln(5) # Conclusion pdf.section('Conclusion') pdf.multi_cell(0, 7, 'The proposed CNC workcell meets all critical requirements with a recommended implementation approach. Total estimated cost: $4,680.') # Save output_path = '/workspace/deliverables/assessment_report.pdf' pdf.output(output_path) print(f'ARTIFACT_PATH:{output_path}') print('PDF report created successfully') ``` #### Step 3.3: Execute and Verify ``` execute_code_sandbox code: language: python ``` **Verification (critical - use read_file):** ``` read_file filetype: pdf file_path: /workspace/deliverables/assessment_report.pdf ``` **Alternative verification:** ```bash run_shell command: ls -lh /workspace/deliverables/*.pdf && pdftk /workspace/deliverables/*.pdf dump_data 2>/dev/null | head -20 ``` ### Phase 4: Final Bundle Verification (2-4 iterations) Verify all deliverables exist and are valid: ```bash run_shell command: | echo "=== Deliverable Bundle Verification ===" echo "" echo "Spreadsheet:" ls -lh /workspace/deliverables/*.xlsx 2>/dev/null || echo " NOT FOUND" echo "" echo "Diagram:" ls -lh /workspace/deliverables/*.png 2>/dev/null || echo " NOT FOUND" echo "" echo "PDF Report:" ls -lh /workspace/deliverables/*.pdf 2>/dev/null || echo " NOT FOUND" echo "" echo "=== Bundle Complete ===" ``` **Checklist:** - [ ] At least 2 of 3 deliverables created - [ ] All files > 1KB (not empty) - [ ] ARTIFACT_PATH outputs visible in execution logs - [ ] No unresolved execute_code_sandbox errors ## Error Handling Matrix | Error Type | Detection | Recovery Action | Max Retries | |------------|-----------|-----------------|-------------| | `[ERROR] unknown error` (execute_code_sandbox) | Error in tool output | Switch to `shell_agent` or simplify code | 2 | | File not found | Verification step fails | Check path, re-run generation | 1 | | Library not installed | ImportError in output | Add `!pip install` at code start | 1 | | Empty file (0 bytes) | `ls -lh` shows 0 size | Regenerate with error handling | 1 | | Iteration budget exceeded | Iteration count reached | Document partial completion, proceed | N/A | ## Workspace Path Convention **Always use:** `/workspace/deliverables/filename.extension` **Never use:** - `/workspace/filename.extension` (root clutter) - `./filename.extension` (ambiguous) - `filename.extension` (missing path) ## Template: Quick Start All Three Deliverables **Use this template structure to generate all three deliverables efficiently:** ```python # DELIVERABLE 1: Spreadsheet import openpyxl wb = openpyxl.Workbook() ws = wb.active ws['A1'] = 'Header' wb.save('/workspace/deliverables/data.xlsx') print('ARTIFACT_PATH:/workspace/deliverables/data.xlsx') # DELIVERABLE 2: Diagram import matplotlib.pyplot as plt fig, ax = plt.subplots() ax.text(0.5, 0.5, 'Diagram') plt.savefig('/workspace/deliverables/diagram.png') print('ARTIFACT_PATH:/workspace/deliverables/diagram.png') # DELIVERABLE 3: PDF from fpdf import FPDF pdf = FPDF() pdf.add_page() pdf.set_font('Arial', '', 12) pdf.cell(0, 10, 'Report') pdf.output('/workspace/deliverables/report.pdf') print('ARTIFACT_PATH:/workspace/deliverables/report.pdf') ``` ## Iteration Tracking Template Track your iteration usage explicitly: ``` Iteration Log: - Iteration 1-2: Workspace preparation - Iteration 3-10: Spreadsheet creation (8 used) - Iteration 11-18: Diagram generation (8 used) - Iteration 19-26: PDF report (8 used) - Iteration 27-30: Bundle verification (4 buffer) Total: 30 iterations ``` ## Best Practices 1. **Budget discipline** - Never exceed 10 iterations on any single deliverable 2. **Early verification** - Verify each deliverable before moving to next phase 3. **Graceful degradation** - If one deliverable fails, complete the others 4. **Consistent paths** - Always use `/workspace/deliverables/` prefix 5. **ARTIFACT_PATH output** - Essential for download capability 6. **Error logging** - Document failures and recovery actions taken 7. **Fallback strategies** - Have alternative approaches ready for each deliverable type ## Related Tools - `execute_code_sandbox` - Primary tool for all code generation - `shell_agent` - Fallback when execute_code_sandbox fails repeatedly - `read_file` - Verify PDF content (filetype: pdf, xlsx, png) - `run_shell` - Check file existence, sizes, and workspace state - `create_file` - Fallback for simple data files - `list_dir` - Verify deliverables directory contents ## Anti-Patterns to Avoid 1. **Don't** spend all iterations on one deliverable 2. **Don't** ignore execute_code_sandbox errors - address immediately 3. **Don't** use inconsistent paths across deliverables 4. **Don't** skip verification steps 5. **Don't** assume a deliverable succeeded without checking ## Success Criteria A successful execution produces: - Minimum 2 of 3 deliverables (spreadsheet, diagram, PDF) - All deliverables in `/workspace/deliverables/` - Valid, non-empty files (>1KB each) - Clear ARTIFACT_PATH outputs in execution logs - Iteration budget not exceeded *** End Files --- Source attribution: xyliu-cs Original project: https://github.com/xyliu-cs/OpenSpace-GDPval/blob/af1b40a42167d09c30b3a63000aa14ace4c1e229/gdpval_bench/skills/pdf-checklist-workflow-enhanced-a53b26/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: xyliu-cs Original project: https://github.com/xyliu-cs/OpenSpace-GDPval/blob/af1b40a42167d09c30b3a63000aa14ace4c1e229/gdpval_bench/skills/pdf-checklist-workflow-enhanced-a53b26/SKILL.md Attribution basis: Source repository record Fields of work: Data & Analytics, Operations, Project & Program Management Roles: Business Process Analyst, Data Analyst, Project Manager Specialties: API, Excel Tools: Google Sheets, Microsoft Excel, Notion, Openpyxl Country applicability: Country not specified Classification basis: Source catalog labels Instruction SHA-256: 7ca3f76a2bef71892b1d129d53f9744d99bff0e0dfd8f3fa0d5de578e0a7561d