integrated-report-bundle

Generate spreadsheet, diagram, and PDF report as a cohesive deliverable set with iteration budgeting per component

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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:

# 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:

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: <spreadsheet generation code>
  language: python

Verification (use 1 iteration):

run_shell
  command: ls -lh /workspace/deliverables/*.xlsx && file /workspace/deliverables/*.xlsx

If execute_code_sandbox fails with '[ERROR] unknown error':

Retry once with shell_agent instead
If still failing, fall back to create_file with CSV format
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:

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: <diagram generation code>
  language: python

Verification:

run_shell
  command: ls -lh /workspace/deliverables/*.png && file /workspace/deliverables/*.png

If execute_code_sandbox fails:

First retry: Simplify the diagram (remove complex elements)
Second retry: Use shell_agent with explicit matplotlib installation
Third retry: Create ASCII/text-based diagram as fallback
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):

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: <PDF generation code>
  language: python

Verification (critical - use read_file):

read_file
  filetype: pdf
  file_path: /workspace/deliverables/assessment_report.pdf

Alternative verification:

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:

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:

# 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

Budget discipline - Never exceed 10 iterations on any single deliverable
Early verification - Verify each deliverable before moving to next phase
Graceful degradation - If one deliverable fails, complete the others
Consistent paths - Always use /workspace/deliverables/ prefix
ARTIFACT_PATH output - Essential for download capability
Error logging - Document failures and recovery actions taken
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

Don't spend all iterations on one deliverable
Don't ignore execute_code_sandbox errors - address immediately
Don't use inconsistent paths across deliverables
Don't skip verification steps
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

Repository: HKUDS/OpenSpace
Path: benchmarks/gdpval/skills/pdf-checklist-workflow-enhanced-a53b26/SKILL.md
Commit: c5a9c4b

Last updated: 2 days ago
First committed: 14 days ago

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