--- name: docx description: "Comprehensive document creation, editing, and analysis with support for tracked changes, comments, formatting preservation, and text extraction. When Claude needs to work with professional documents (.docx files) for: (1) Creating new documents, (2) Modifying or editing content, (3) Working with tracked changes, (4) Adding comments, or any other document tasks" license: Proprietary. LICENSE.txt has complete terms --- # DOCX creation, editing, and analysis ## Overview A user may ask you to create, edit, or analyze the contents of a .docx file. A .docx file is essentially a ZIP archive containing XML files and other resources that you can read or edit. You have different tools and workflows available for different tasks. ## 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 If you just need to read the text contents of a document, you should 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 You need raw XML access for: comments, complex formatting, document structure, embedded media, and metadata. For any of these features, you'll need to 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`](.\/references\/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`](.\/references\/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 .\/references\/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 you to plan comprehensive tracked changes using markdown before implementing them in OOXML. **CRITICAL**: For complete tracked changes, you must 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`](.\/references\/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 .\/references\/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)