--- name: docx description: "Document toolkit (.docx). Create\/edit documents, tracked changes, comments, formatting preservation, text extraction, for professional document processing." license: Proprietary. LICENSE.txt has complete terms --- # DOCX creation, editing, and analysis ## Overview A .docx file is a ZIP archive containing XML files and resources. Create, edit, or analyze Word documents using text extraction, raw XML access, or redlining workflows. Apply this skill for professional document processing, tracked changes, and content manipulation. ## Workflow Decision Tree ### Reading\/Analyzing Content Use "Text extraction" or "Raw XML access" sections below ### Creating New Document Use "Creating a new Word document" workflow ### Editing Existing Document - **Your own document + simple changes** Use "Basic OOXML editing" workflow - **Someone else's document** Use **"Redlining workflow"** (recommended default) - **Legal, academic, business, or government docs** Use **"Redlining workflow"** (required) ## Reading and analyzing content ### Text extraction To read the text contents of a document, convert the document to markdown using pandoc. Pandoc provides excellent support for preserving document structure and can show tracked changes: ```bash # Convert document to markdown with tracked changes pandoc --track-changes=all path-to-file.docx -o output.md # Options: --track-changes=accept\/reject\/all ``` ### Raw XML access Raw XML access is required for: comments, complex formatting, document structure, embedded media, and metadata. For any of these features, unpack a document and read its raw XML contents. #### Unpacking a file `python ooxml\/scripts\/unpack.py ` #### Key file structures * `word\/document.xml` - Main document contents * `word\/comments.xml` - Comments referenced in document.xml * `word\/media\/` - Embedded images and media files * Tracked changes use `` (insertions) and `` (deletions) tags ## Creating a new Word document When creating a new Word document from scratch, use **docx-js**, which allows you to create Word documents using JavaScript\/TypeScript. ### Workflow 1. **MANDATORY - READ ENTIRE FILE**: Read [`docx-js.md`](docx-js.md) (~500 lines) completely from start to finish. **NEVER set any range limits when reading this file.** Read the full file content for detailed syntax, critical formatting rules, and best practices before proceeding with document creation. 2. Create a JavaScript\/TypeScript file using Document, Paragraph, TextRun components (You can assume all dependencies are installed, but if not, refer to the dependencies section below) 3. Export as .docx using Packer.toBuffer() ## Editing an existing Word document When editing an existing Word document, use the **Document library** (a Python library for OOXML manipulation). The library automatically handles infrastructure setup and provides methods for document manipulation. For complex scenarios, you can access the underlying DOM directly through the library. ### Workflow 1. **MANDATORY - READ ENTIRE FILE**: Read [`ooxml.md`](ooxml.md) (~600 lines) completely from start to finish. **NEVER set any range limits when reading this file.** Read the full file content for the Document library API and XML patterns for directly editing document files. 2. Unpack the document: `python ooxml\/scripts\/unpack.py ` 3. Create and run a Python script using the Document library (see "Document Library" section in ooxml.md) 4. Pack the final document: `python ooxml\/scripts\/pack.py ` The Document library provides both high-level methods for common operations and direct DOM access for complex scenarios. ## Redlining workflow for document review This workflow allows planning comprehensive tracked changes using markdown before implementing them in OOXML. **CRITICAL**: For complete tracked changes, implement ALL changes systematically. **Batching Strategy**: Group related changes into batches of 3-10 changes. This makes debugging manageable while maintaining efficiency. Test each batch before moving to the next. **Principle: Minimal, Precise Edits** When implementing tracked changes, only mark text that actually changes. Repeating unchanged text makes edits harder to review and appears unprofessional. Break replacements into: [unchanged text] + [deletion] + [insertion] + [unchanged text]. Preserve the original run's RSID for unchanged text by extracting the `` element from the original and reusing it. Example - Changing "30 days" to "60 days" in a sentence: ```python # BAD - Replaces entire sentence 'The term is 30 days.<\/w:delText><\/w:r><\/w:del>The term is 60 days.<\/w:t><\/w:r><\/w:ins>' # GOOD - Only marks what changed, preserves original for unchanged text 'The term is <\/w:t><\/w:r>30<\/w:delText><\/w:r><\/w:del>60<\/w:t><\/w:r><\/w:ins> days.<\/w:t><\/w:r>' ``` ### Tracked changes workflow 1. **Get markdown representation**: Convert document to markdown with tracked changes preserved: ```bash pandoc --track-changes=all path-to-file.docx -o current.md ``` 2. **Identify and group changes**: Review the document and identify ALL changes needed, organizing them into logical batches: **Location methods** (for finding changes in XML): - Section\/heading numbers (e.g., "Section 3.2", "Article IV") - Paragraph identifiers if numbered - Grep patterns with unique surrounding text - Document structure (e.g., "first paragraph", "signature block") - **DO NOT use markdown line numbers** - they don't map to XML structure **Batch organization** (group 3-10 related changes per batch): - By section: "Batch 1: Section 2 amendments", "Batch 2: Section 5 updates" - By type: "Batch 1: Date corrections", "Batch 2: Party name changes" - By complexity: Start with simple text replacements, then tackle complex structural changes - Sequential: "Batch 1: Pages 1-3", "Batch 2: Pages 4-6" 3. **Read documentation and unpack**: - **MANDATORY - READ ENTIRE FILE**: Read [`ooxml.md`](ooxml.md) (~600 lines) completely from start to finish. **NEVER set any range limits when reading this file.** Pay special attention to the "Document Library" and "Tracked Change Patterns" sections. - **Unpack the document**: `python ooxml\/scripts\/unpack.py ` - **Note the suggested RSID**: The unpack script will suggest an RSID to use for your tracked changes. Copy this RSID for use in step 4b. 4. **Implement changes in batches**: Group changes logically (by section, by type, or by proximity) and implement them together in a single script. This approach: - Makes debugging easier (smaller batch = easier to isolate errors) - Allows incremental progress - Maintains efficiency (batch size of 3-10 changes works well) **Suggested batch groupings:** - By document section (e.g., "Section 3 changes", "Definitions", "Termination clause") - By change type (e.g., "Date changes", "Party name updates", "Legal term replacements") - By proximity (e.g., "Changes on pages 1-3", "Changes in first half of document") For each batch of related changes: **a. Map text to XML**: Grep for text in `word\/document.xml` to verify how text is split across `` elements. **b. Create and run script**: Use `get_node` to find nodes, implement changes, then `doc.save()`. See **"Document Library"** section in ooxml.md for patterns. **Note**: Always grep `word\/document.xml` immediately before writing a script to get current line numbers and verify text content. Line numbers change after each script run. 5. **Pack the document**: After all batches are complete, convert the unpacked directory back to .docx: ```bash python ooxml\/scripts\/pack.py unpacked reviewed-document.docx ``` 6. **Final verification**: Do a comprehensive check of the complete document: - Convert final document to markdown: ```bash pandoc --track-changes=all reviewed-document.docx -o verification.md ``` - Verify ALL changes were applied correctly: ```bash grep "original phrase" verification.md # Should NOT find it grep "replacement phrase" verification.md # Should find it ``` - Check that no unintended changes were introduced ## Converting Documents to Images To visually analyze Word documents, convert them to images using a two-step process: 1. **Convert DOCX to PDF**: ```bash soffice --headless --convert-to pdf document.docx ``` 2. **Convert PDF pages to JPEG images**: ```bash pdftoppm -jpeg -r 150 document.pdf page ``` This creates files like `page-1.jpg`, `page-2.jpg`, etc. Options: - `-r 150`: Sets resolution to 150 DPI (adjust for quality\/size balance) - `-jpeg`: Output JPEG format (use `-png` for PNG if preferred) - `-f N`: First page to convert (e.g., `-f 2` starts from page 2) - `-l N`: Last page to convert (e.g., `-l 5` stops at page 5) - `page`: Prefix for output files Example for specific range: ```bash pdftoppm -jpeg -r 150 -f 2 -l 5 document.pdf page # Converts only pages 2-5 ``` ## Code Style Guidelines **IMPORTANT**: When generating code for DOCX operations: - Write concise code - Avoid verbose variable names and redundant operations - Avoid unnecessary print statements ## Dependencies Required dependencies (install if not available): - **pandoc**: `sudo apt-get install pandoc` (for text extraction) - **docx**: `npm install -g docx` (for creating new documents) - **LibreOffice**: `sudo apt-get install libreoffice` (for PDF conversion) - **Poppler**: `sudo apt-get install poppler-utils` (for pdftoppm to convert PDF to images) - **defusedxml**: `pip install defusedxml` (for secure XML parsing)