business-document-generator: Скилл для создания бизнес-документов

--- name: business-document-generator description: This skill should be used when the user requests to create professional business documents (proposals, business plans, or budgets) from templates. It provides PDF templates and a Python script for generating filled documents from user data. --- # Business Document Generator ## Overview Generate professional business documents (Project Proposals, Business Plans, Annual Budgets) from high-quality PDF templates. Use the bundled Python script to fill templates with user-provided data and output polished PDF documents ready for distribution. ## When to Use This Skill Activate this skill when the user asks to: - Create a business proposal or project proposal - Generate a business plan document - Develop an annual budget plan - Create any professional business document based on the available templates - Fill in business templates with specific data ## Available Document Types This skill supports three types of professional business documents: 1. **Project Proposal** - Professional proposals for client projects - Template: `assets/templates/Professional Proposal Template.pdf` - Use case: Pitching projects to clients, stakeholders 2. **Business Plan** - Comprehensive business planning documents - Template: `assets/templates/Comprehensive Business Plan Template.pdf` - Use case: Startup planning, investor presentations, strategic planning 3. **Annual Budget** - Detailed budget planning documents - Template: `assets/templates/Annual Budget Plan Template.pdf` - Use case: Financial planning, budget proposals, fiscal year planning ## Quick Start Workflow ### Step 1: Understand User Requirements Gather information from the user about: - Document type needed (proposal, business plan, or budget) - Key data to include (company name, client info, dates, etc.) - Any specific customization needs ### Step 2: Prepare the Data Create a JSON file with the document data. Reference the data schemas in `references/document_schemas.md` for field requirements. **Example for Proposal:** ```json { "title": "Digital Transformation Initiative", "subtitle": "A Comprehensive Plan for Acme Corporation", "client_org": "Acme Corporation", "client_contact": "Jane Smith, CTO", "company_name": "TechSolutions Inc.", "contact_info": "contact@techsolutions.com", "date": "November 3, 2025" } ``` **Note:** Check `assets/examples/` for complete example JSON files: - `proposal_example.json` - `business_plan_example.json` - `budget_example.json` ### Step 3: Install Dependencies (First Time Only) The generation script requires Python packages. Install them: ```bash pip install pypdf reportlab ``` ### Step 4: Generate the Document Run the generation script: ```bash python3 scripts/generate_document.py <document_type> <data_file> --templates-dir assets/templates --output-dir <output_directory> ``` **Parameters:** - `<document_type>`: One of `proposal`, `business_plan`, or `budget` - `<data_file>`: Path to JSON file with document data - `--templates-dir`: Directory containing PDF templates (default: `assets/templates`) - `--output-dir`: Where to save generated PDFs (default: `output`) - `--output-filename`: Optional custom filename **Example:** ```bash python3 scripts/generate_document.py proposal my_proposal_data.json --templates-dir assets/templates --output-dir ./generated_docs ``` ### Step 5: Deliver the Document The script outputs a PDF file in the specified output directory. Verify the document was generated successfully and inform the user of the file location. ## Detailed Usage Instructions ### Creating a Project Proposal 1. Collect proposal information: - Project title and subtitle - Client organization and contact - Your company name and contact info - Project details (problem, solution, timeline, budget) 2. Create a JSON data file with proposal fields (see `references/document_schemas.md`) 3. Run the script: ```bash python3 scripts/generate_document.py proposal proposal_data.json --templates-dir assets/templates ``` 4. Output: Professional PDF proposal with cover page and content sections ### Creating a Business Plan 1. Collect business plan information: - Company name and legal structure - Mission and vision statements - Target market details - Financial projections 2. Create a JSON data file with business plan fields 3. Run the script: ```bash python3 scripts/generate_document.py business_plan plan_data.json --templates-dir assets/templates ``` 4. Output: Comprehensive business plan PDF template ### Creating an Annual Budget 1. Collect budget information: - Fiscal year - Company name - Budget assumptions (inflation, growth targets) - Revenue and expense forecasts 2. Create a JSON data file with budget fields 3. Run the script: ```bash python3 scripts/generate_document.py budget budget_data.json --templates-dir assets/templates ``` 4. Output: Annual budget plan PDF with tables and projections ## Important Notes ### Script Functionality The `scripts/generate_document.py` script: - Reads PDF templates from the assets directory - Overlays user data on template pages (primarily cover pages) - Generates a new PDF with filled information - Preserves the original template structure and formatting ### Current Limitations The script currently fills in cover page information (titles, names, dates). The template body content serves as a professional framework that users can follow when creating their documents manually or through other PDF editing tools. ### Extending the Script To fill additional fields beyond the cover page, the script can be enhanced to: - Parse form fields in PDFs - Add text overlays on specific coordinates for each page - Replace placeholder text programmatically Modify `scripts/generate_document.py` to add more sophisticated PDF manipulation as needed. ## Data Schema Reference For detailed information about required and optional fields for each document type, consult: - `references/document_schemas.md` - Complete data structure documentation ## Example Files Find complete working examples in `assets/examples/`: - `proposal_example.json` - Sample project proposal data - `business_plan_example.json` - Sample business plan data - `budget_example.json` - Sample budget plan data Use these as starting templates when creating new documents. ## Troubleshooting **Import errors when running the script:** - Install required packages: `pip install pypdf reportlab` **Template not found:** - Verify `--templates-dir` points to `assets/templates` - Check that PDF template files exist in the templates directory **Generated PDF is blank or missing data:** - Verify JSON data file is properly formatted - Check that required fields are present (see `references/document_schemas.md`) **Need to customize templates:** - Original templates are in `assets/templates/` - Modify templates using PDF editing software - Keep original filenames or update `TEMPLATE_MAP` in the script ## Resources ### scripts/ Contains the Python script for document generation: - `generate_document.py` - Main document generation script with CLI interface This script can be executed directly without loading into context for token efficiency. It may be read if modifications or debugging are needed. ### references/ Documentation to reference while working: - `document_schemas.md` - Complete JSON data structure for all document types ### assets/ Files used in the document generation output: - `templates/` - Professional PDF templates for each document type - `Professional Proposal Template.pdf` - `Comprehensive Business Plan Template.pdf` - `Annual Budget Plan Template.pdf` - `examples/` - Sample JSON data files demonstrating proper structure - `proposal_example.json` - `business_plan_example.json` - `budget_example.json` These templates and examples are not loaded into context but referenced during generation.