@caoscompanybr/merlin 3.5.0

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Files changed (762) hide show
  1. package/.claude/CLAUDE.md +216 -0
  2. package/.claude/hooks/README-license-gate.md +45 -0
  3. package/.claude/hooks/auto-summarize.js +47 -0
  4. package/.claude/hooks/context-monitor.js +60 -0
  5. package/.claude/hooks/doc-sync.js +111 -0
  6. package/.claude/hooks/license-gate.cjs +59 -0
  7. package/.claude/hooks/session-reset.js +27 -0
  8. package/.claude/hooks/thoughts-indexer.js +80 -0
  9. package/.claude/rules/merlin-constitution.md +27 -0
  10. package/.merlin-core/commands/README.md +19 -0
  11. package/.merlin-core/commands/founder-mode.md +51 -0
  12. package/.merlin-core/commands/git/commit.md +35 -0
  13. package/.merlin-core/commands/git/describe-pr.md +43 -0
  14. package/.merlin-core/commands/git/safe-commit.md +182 -0
  15. package/.merlin-core/commands/implementation/implement-plan.md +129 -0
  16. package/.merlin-core/commands/implementation/oneshot.md +63 -0
  17. package/.merlin-core/commands/implementation/tdd.md +152 -0
  18. package/.merlin-core/commands/planning/create-plan.md +184 -0
  19. package/.merlin-core/commands/planning/iterate-plan.md +45 -0
  20. package/.merlin-core/commands/planning/validate-plan.md +48 -0
  21. package/.merlin-core/commands/research/analyze-issue.md +155 -0
  22. package/.merlin-core/commands/research/research-codebase.md +157 -0
  23. package/.merlin-core/commands/review/adversarial-review.md +112 -0
  24. package/.merlin-core/commands/review/check.md +91 -0
  25. package/.merlin-core/commands/review/debug.md +135 -0
  26. package/.merlin-core/commands/review/doubts.md +178 -0
  27. package/.merlin-core/commands/review/engineering-audit.md +87 -0
  28. package/.merlin-core/commands/review/local-review.md +48 -0
  29. package/.merlin-core/commands/review/verify-goals.md +83 -0
  30. package/.merlin-core/commands/session/capture-feedback.md +74 -0
  31. package/.merlin-core/commands/session/capture-learning.md +155 -0
  32. package/.merlin-core/commands/session/check-objectives.md +85 -0
  33. package/.merlin-core/commands/session/conclude.md +125 -0
  34. package/.merlin-core/commands/session/create-handoff.md +88 -0
  35. package/.merlin-core/commands/session/create-objective.md +111 -0
  36. package/.merlin-core/commands/session/create-process.md +105 -0
  37. package/.merlin-core/commands/session/create-reminder.md +86 -0
  38. package/.merlin-core/commands/session/fast-start.md +261 -0
  39. package/.merlin-core/commands/session/recall-learnings.md +79 -0
  40. package/.merlin-core/commands/session/recall-processes.md +74 -0
  41. package/.merlin-core/commands/session/resume-handoff.md +51 -0
  42. package/.merlin-core/commands/session/run-process.md +53 -0
  43. package/.merlin-core/commands/special/beauty.md +89 -0
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  45. package/.merlin-core/commands/special/elicit.md +98 -0
  46. package/.merlin-core/commands/special/party.md +66 -0
  47. package/.merlin-core/commands/special/scrape.md +78 -0
  48. package/.merlin-core/commands/special/skill-audit.md +128 -0
  49. package/.merlin-core/commands/special/start-here.md +132 -0
  50. package/.merlin-core/constitution.md +442 -0
  51. package/.merlin-core/core/README.md +19 -0
  52. package/.merlin-core/core/alkimia/README.md +20 -0
  53. package/.merlin-core/core/alkimia/context/context-tracker.js +209 -0
  54. package/.merlin-core/core/alkimia/domain/domain-loader.js +215 -0
  55. package/.merlin-core/core/alkimia/engine.js +284 -0
  56. package/.merlin-core/core/alkimia/layers/l0-constitution.js +47 -0
  57. package/.merlin-core/core/alkimia/layers/l1-global.js +58 -0
  58. package/.merlin-core/core/alkimia/layers/l2-agent.js +58 -0
  59. package/.merlin-core/core/alkimia/layers/l3-workflow.js +54 -0
  60. package/.merlin-core/core/alkimia/layers/l4-task.js +45 -0
  61. package/.merlin-core/core/alkimia/layers/l5-squad.js +161 -0
  62. package/.merlin-core/core/alkimia/layers/l6-skill.js +520 -0
  63. package/.merlin-core/core/alkimia/layers/l7-star-command.js +87 -0
  64. package/.merlin-core/core/alkimia/layers/layer-processor.js +78 -0
  65. package/.merlin-core/core/alkimia/mandate.js +46 -0
  66. package/.merlin-core/core/alkimia/memory/doc-sync.js +201 -0
  67. package/.merlin-core/core/alkimia/memory/document-sharder.js +272 -0
  68. package/.merlin-core/core/alkimia/memory/git-history-retriever.js +225 -0
  69. package/.merlin-core/core/alkimia/memory/memory-bridge.js +97 -0
  70. package/.merlin-core/core/alkimia/memory/session-analyzer.js +400 -0
  71. package/.merlin-core/core/alkimia/memory/thoughts-indexer.js +477 -0
  72. package/.merlin-core/core/alkimia/memory/thoughts-provider.js +603 -0
  73. package/.merlin-core/core/alkimia/output/formatter.js +464 -0
  74. package/.merlin-core/core/alkimia/security/content-sanitizer.js +140 -0
  75. package/.merlin-core/core/alkimia/skill-importer.js +440 -0
  76. package/.merlin-core/core/alkimia/squads/default/.synapse/manifest +17 -0
  77. package/.merlin-core/core/alkimia/utils/frontmatter.js +321 -0
  78. package/.merlin-core/core/alkimia/utils/tokens.js +24 -0
  79. package/.merlin-core/core/approval/README.md +16 -0
  80. package/.merlin-core/core/approval/approval-engine.js +380 -0
  81. package/.merlin-core/core/approval/channels/cli-channel.js +50 -0
  82. package/.merlin-core/core/config/README.md +17 -0
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  88. package/.merlin-core/core/config/schemas/core-config.schema.json +41 -0
  89. package/.merlin-core/core/config/schemas/framework-config.schema.json +24 -0
  90. package/.merlin-core/core/config/schemas/local-config.schema.json +23 -0
  91. package/.merlin-core/core/config/schemas/project-config.schema.json +189 -0
  92. package/.merlin-core/core/docs-consistency.js +140 -0
  93. package/.merlin-core/core/events/event-bus.js +344 -0
  94. package/.merlin-core/core/events/hook-handler.js +419 -0
  95. package/.merlin-core/core/execution/README.md +17 -0
  96. package/.merlin-core/core/execution/attempt-journal.js +380 -0
  97. package/.merlin-core/core/execution/autonomous-build-loop.js +637 -0
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  101. package/.merlin-core/core/execution/cron-engine.js +247 -0
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  103. package/.merlin-core/core/execution/env-preflight.js +423 -0
  104. package/.merlin-core/core/execution/guardrail-engine.js +745 -0
  105. package/.merlin-core/core/execution/heartbeat-engine.js +198 -0
  106. package/.merlin-core/core/execution/model-router.js +282 -0
  107. package/.merlin-core/core/execution/parallel-executor.js +378 -0
  108. package/.merlin-core/core/execution/parallel-monitor.js +201 -0
  109. package/.merlin-core/core/execution/party-session.js +311 -0
  110. package/.merlin-core/core/execution/rate-limit-manager.js +152 -0
  111. package/.merlin-core/core/execution/result-aggregator.js +215 -0
  112. package/.merlin-core/core/execution/semantic-merge-engine.js +320 -0
  113. package/.merlin-core/core/execution/subagent-dispatcher.js +721 -0
  114. package/.merlin-core/core/execution/success-verifier.js +227 -0
  115. package/.merlin-core/core/execution/task-metadata.js +105 -0
  116. package/.merlin-core/core/execution/team-executor.js +195 -0
  117. package/.merlin-core/core/execution/two-tier-editor.js +290 -0
  118. package/.merlin-core/core/execution/version-snapshot.js +294 -0
  119. package/.merlin-core/core/execution/wave-executor.js +224 -0
  120. package/.merlin-core/core/health-check/health-engine.js +415 -0
  121. package/.merlin-core/core/licensing/activation.js +281 -0
  122. package/.merlin-core/core/licensing/crc.js +103 -0
  123. package/.merlin-core/core/licensing/entitlement.js +99 -0
  124. package/.merlin-core/core/licensing/fingerprint.js +104 -0
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  127. package/.merlin-core/core/licensing/key.js +144 -0
  128. package/.merlin-core/core/licensing/license.js +212 -0
  129. package/.merlin-core/core/mcp/README.md +16 -0
  130. package/.merlin-core/core/mcp/browser-capability.js +191 -0
  131. package/.merlin-core/core/mcp/capability-mapper.js +92 -0
  132. package/.merlin-core/core/mcp/mcp-connector.js +278 -0
  133. package/.merlin-core/core/mcp/mcp-registry.js +101 -0
  134. package/.merlin-core/core/orchestration/README.md +17 -0
  135. package/.merlin-core/core/orchestration/agent-invoker.js +456 -0
  136. package/.merlin-core/core/orchestration/condition-evaluator.js +250 -0
  137. package/.merlin-core/core/orchestration/decision-tree.js +192 -0
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  154. package/.merlin-core/core/quality-gates/README.md +17 -0
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  160. package/.merlin-core/development/README.md +17 -0
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  744. package/.merlin-core/tools/lib/deployer.mjs +131 -0
  745. package/.merlin-core/tools/lib/modules-activation.mjs +225 -0
  746. package/.merlin-core/tools/merlin-tools.js +153 -0
  747. package/.merlin-core/tools/migrate-frontmatter-v3.js +192 -0
  748. package/.merlin-core/tools/modules-catalog.mjs +174 -0
  749. package/.merlin-core/tools/provision-module.mjs +191 -0
  750. package/.merlin-core/tools/verify-module.mjs +99 -0
  751. package/.merlin-core/tools/vps-security-audit.sh +234 -0
  752. package/INSTALL.md +312 -0
  753. package/LICENSE +118 -0
  754. package/PRIVACY-LICENSING.md +65 -0
  755. package/README.md +391 -0
  756. package/bin/README.md +15 -0
  757. package/bin/convert-to-merlin.sh +109 -0
  758. package/bin/fleet-patch-hooks.sh +144 -0
  759. package/bin/fleet-patch-v3-fixes.sh +127 -0
  760. package/bin/merlin-init.js +232 -0
  761. package/bin/merlin.js +321 -0
  762. package/package.json +127 -0
@@ -0,0 +1,153 @@
1
+ ---
2
+ name: webapp-testing
3
+ description: Browser-based testing for web applications using Playwright. Supports screenshot verification, DOM inspection, console log capture, and automated UI testing. Integrates with QA agent visual verification protocol.
4
+ license: Apache-2.0
5
+ compatibility: Requires Python 3.8+ and playwright package. Install with 'pip install playwright && playwright install chromium'.
6
+ metadata:
7
+ author: merlin-framework
8
+ version: "3.0.0"
9
+ based-on: anthropics/skills/webapp-testing
10
+ auto_activate: [playwright, e2e-test, browser-test, visual-test, smoke-test]
11
+ file_triggers:
12
+ ["*.spec.ts", "*.spec.js", "*.test.ts", "*.test.js", "*.e2e.ts", "*.e2e.js"]
13
+ tool_reminders:
14
+ [
15
+ Always wait for networkidle before inspecting dynamic pages,
16
+ Use reconnaissance-then-action pattern: screenshot → identify selectors → execute,
17
+ Browser tests require MEDIUM approval — confirm with user before running,
18
+ Always close browser when done — resource leak prevention,
19
+ ]
20
+ ---
21
+
22
+ # Webapp Testing with Playwright
23
+
24
+ Browser-based testing skill for verifying web application behavior through screenshots, DOM inspection, console logs, and automated UI interaction.
25
+
26
+ ## Decision Tree: When to Use What
27
+
28
+ ```
29
+ Is the application a static HTML file?
30
+ YES → Open directly with Playwright, no server needed
31
+ NO → Is a dev server already running?
32
+ YES → Connect to existing server URL
33
+ NO → Use with_server.py to manage server lifecycle
34
+ ```
35
+
36
+ ## Server Lifecycle Management
37
+
38
+ For applications that need a dev server, use the `with_server.py` script to manage startup/shutdown:
39
+
40
+ ```bash
41
+ # Start server, run test, stop server
42
+ python .merlin-core/skills/general/webapp-testing/scripts/with_server.py \
43
+ --cmd "npm run dev" \
44
+ --port 3000 \
45
+ --timeout 30 \
46
+ -- python test_script.py
47
+ ```
48
+
49
+ The script:
50
+
51
+ 1. Starts the dev server in the background
52
+ 2. Waits for the port to become available
53
+ 3. Runs your test command
54
+ 4. Stops the server on completion (or error)
55
+
56
+ ## Reconnaissance-Then-Action Pattern
57
+
58
+ NEVER interact with a page blindly. Always follow this sequence:
59
+
60
+ 1. **Screenshot first** — Capture the current state before any interaction
61
+ 2. **Identify selectors** — Use DOM inspection to find correct selectors
62
+ 3. **Execute action** — Click, type, navigate using verified selectors
63
+ 4. **Verify result** — Screenshot again to confirm the expected outcome
64
+
65
+ ```python
66
+ from playwright.sync_api import sync_playwright
67
+
68
+ with sync_playwright() as p:
69
+ browser = p.chromium.launch()
70
+ page = browser.new_page()
71
+ page.goto("http://localhost:3000")
72
+
73
+ # 1. Reconnaissance
74
+ page.wait_for_load_state("networkidle")
75
+ page.screenshot(path="before.png")
76
+
77
+ # 2. Identify (inspect DOM if needed)
78
+ button = page.locator("button:has-text('Submit')")
79
+
80
+ # 3. Execute
81
+ button.click()
82
+ page.wait_for_load_state("networkidle")
83
+
84
+ # 4. Verify
85
+ page.screenshot(path="after.png")
86
+ assert page.locator(".success-message").is_visible()
87
+
88
+ browser.close()
89
+ ```
90
+
91
+ ## Responsive Testing
92
+
93
+ Always test at three viewport widths:
94
+
95
+ | Viewport | Width | Use Case |
96
+ | -------- | ------ | ------------------- |
97
+ | Mobile | 640px | Phone screens |
98
+ | Tablet | 1024px | Tablet/small laptop |
99
+ | Desktop | 1440px | Standard desktop |
100
+
101
+ ```python
102
+ for width in [640, 1024, 1440]:
103
+ page.set_viewport_size({"width": width, "height": 900})
104
+ page.screenshot(path=f"viewport-{width}.png")
105
+ ```
106
+
107
+ ## Console Log Capture
108
+
109
+ Capture and analyze console output for errors and warnings:
110
+
111
+ ```python
112
+ console_messages = []
113
+ page.on("console", lambda msg: console_messages.append({
114
+ "type": msg.type,
115
+ "text": msg.text,
116
+ "location": msg.location
117
+ }))
118
+
119
+ # After interactions, check for errors
120
+ errors = [m for m in console_messages if m["type"] == "error"]
121
+ warnings = [m for m in console_messages if m["type"] == "warning"]
122
+ ```
123
+
124
+ ## Screenshot Comparison
125
+
126
+ Use `screenshot_compare.py` for visual regression detection:
127
+
128
+ ```bash
129
+ python .merlin-core/skills/general/webapp-testing/scripts/screenshot_compare.py \
130
+ --baseline before.png \
131
+ --current after.png \
132
+ --threshold 5.0
133
+ ```
134
+
135
+ Returns exit code 0 if difference < threshold%, 1 otherwise.
136
+
137
+ ## Integration with QA Agent
138
+
139
+ When the QA agent invokes visual verification:
140
+
141
+ 1. Capture screenshots at all responsive breakpoints
142
+ 2. Check console for errors/warnings
143
+ 3. Compare against baseline screenshots if available
144
+ 4. Report findings with screenshot paths for human review
145
+
146
+ ## Best Practices
147
+
148
+ - **Always use `networkidle`** — Dynamic SPAs need time to settle after navigation
149
+ - **Use text-based selectors** — `page.locator("button:has-text('Submit')")` over CSS class selectors
150
+ - **Set reasonable timeouts** — 30s default, 60s for slow pages
151
+ - **Clean up resources** — Always close browser in finally/cleanup block
152
+ - **Screenshot naming** — Use descriptive names: `{page}-{viewport}-{state}.png`
153
+ - **Headless by default** — Use `headless=True` unless debugging
@@ -0,0 +1,72 @@
1
+ #!/usr/bin/env python3
2
+ """
3
+ Screenshot comparison for visual regression testing.
4
+
5
+ Compares two screenshots and reports the pixel difference percentage.
6
+ Returns exit code 0 if difference is below threshold, 1 otherwise.
7
+
8
+ Usage:
9
+ python screenshot_compare.py --baseline before.png --current after.png --threshold 5.0
10
+
11
+ Merlin Framework v2.10.0
12
+ """
13
+
14
+ import argparse
15
+ import sys
16
+
17
+ try:
18
+ from PIL import Image, ImageChops
19
+ HAS_PIL = True
20
+ except ImportError:
21
+ HAS_PIL = False
22
+
23
+
24
+ def compare_images(baseline_path, current_path):
25
+ """Compare two images and return difference percentage."""
26
+ if not HAS_PIL:
27
+ print("Error: Pillow not installed. Run: pip install Pillow", file=sys.stderr)
28
+ sys.exit(2)
29
+
30
+ baseline = Image.open(baseline_path).convert("RGB")
31
+ current = Image.open(current_path).convert("RGB")
32
+
33
+ # Resize to match if dimensions differ
34
+ if baseline.size != current.size:
35
+ current = current.resize(baseline.size, Image.Resampling.LANCZOS)
36
+
37
+ diff = ImageChops.difference(baseline, current)
38
+ pixels = list(diff.getdata())
39
+ total_pixels = len(pixels)
40
+
41
+ if total_pixels == 0:
42
+ return 0.0
43
+
44
+ # Count pixels with any difference above noise threshold (5/255)
45
+ changed = sum(1 for p in pixels if max(p) > 5)
46
+ return (changed / total_pixels) * 100
47
+
48
+
49
+ def main():
50
+ parser = argparse.ArgumentParser(description="Compare two screenshots for visual differences.")
51
+ parser.add_argument("--baseline", required=True, help="Path to baseline screenshot")
52
+ parser.add_argument("--current", required=True, help="Path to current screenshot")
53
+ parser.add_argument("--threshold", type=float, default=5.0, help="Max acceptable difference percentage (default: 5.0)")
54
+ parser.add_argument("--output", help="Path to save diff image (optional)")
55
+
56
+ args = parser.parse_args()
57
+
58
+ diff_pct = compare_images(args.baseline, args.current)
59
+
60
+ print(f"Difference: {diff_pct:.2f}%")
61
+ print(f"Threshold: {args.threshold:.2f}%")
62
+
63
+ if diff_pct <= args.threshold:
64
+ print("Result: PASS")
65
+ sys.exit(0)
66
+ else:
67
+ print("Result: FAIL — visual regression detected")
68
+ sys.exit(1)
69
+
70
+
71
+ if __name__ == "__main__":
72
+ main()
@@ -0,0 +1,103 @@
1
+ #!/usr/bin/env python3
2
+ """
3
+ Server lifecycle manager for webapp testing.
4
+
5
+ Starts a development server, waits for it to be ready,
6
+ runs a test command, then stops the server.
7
+
8
+ Usage:
9
+ python with_server.py --cmd "npm run dev" --port 3000 -- python test.py
10
+ python with_server.py --cmd "python -m http.server 8080" --port 8080 -- pytest tests/
11
+
12
+ Based on Anthropic's webapp-testing skill pattern.
13
+ Merlin Framework v2.10.0
14
+ """
15
+
16
+ import argparse
17
+ import subprocess
18
+ import sys
19
+ import time
20
+ import socket
21
+ import signal
22
+ import os
23
+
24
+
25
+ def wait_for_port(port, host="localhost", timeout=30):
26
+ """Wait for a port to become available."""
27
+ start = time.time()
28
+ while time.time() - start < timeout:
29
+ try:
30
+ with socket.create_connection((host, port), timeout=1):
31
+ return True
32
+ except (ConnectionRefusedError, OSError):
33
+ time.sleep(0.5)
34
+ return False
35
+
36
+
37
+ def main():
38
+ parser = argparse.ArgumentParser(
39
+ description="Start a server, run a command, then stop the server."
40
+ )
41
+ parser.add_argument("--cmd", required=True, help="Server start command")
42
+ parser.add_argument("--port", type=int, required=True, help="Port to wait for")
43
+ parser.add_argument("--host", default="localhost", help="Host to check (default: localhost)")
44
+ parser.add_argument("--timeout", type=int, default=30, help="Startup timeout in seconds")
45
+ parser.add_argument("test_cmd", nargs=argparse.REMAINDER, help="Test command to run after server starts")
46
+
47
+ args = parser.parse_args()
48
+
49
+ # Remove leading '--' separator if present
50
+ test_cmd = args.test_cmd
51
+ if test_cmd and test_cmd[0] == "--":
52
+ test_cmd = test_cmd[1:]
53
+
54
+ if not test_cmd:
55
+ print("Error: No test command provided after '--'", file=sys.stderr)
56
+ sys.exit(1)
57
+
58
+ server_process = None
59
+
60
+ try:
61
+ # Start server
62
+ print(f"Starting server: {args.cmd}")
63
+ server_process = subprocess.Popen(
64
+ args.cmd,
65
+ shell=True,
66
+ stdout=subprocess.PIPE,
67
+ stderr=subprocess.PIPE,
68
+ preexec_fn=os.setsid if hasattr(os, "setsid") else None,
69
+ )
70
+
71
+ # Wait for port
72
+ print(f"Waiting for port {args.port} (timeout: {args.timeout}s)...")
73
+ if not wait_for_port(args.port, args.host, args.timeout):
74
+ print(f"Error: Server did not start on port {args.port} within {args.timeout}s", file=sys.stderr)
75
+ sys.exit(1)
76
+
77
+ print(f"Server ready on port {args.port}")
78
+
79
+ # Run test command
80
+ print(f"Running: {' '.join(test_cmd)}")
81
+ result = subprocess.run(test_cmd)
82
+ sys.exit(result.returncode)
83
+
84
+ finally:
85
+ # Stop server
86
+ if server_process and server_process.poll() is None:
87
+ print("Stopping server...")
88
+ try:
89
+ if hasattr(os, "killpg"):
90
+ os.killpg(os.getpgid(server_process.pid), signal.SIGTERM)
91
+ else:
92
+ server_process.terminate()
93
+ server_process.wait(timeout=5)
94
+ except (ProcessLookupError, subprocess.TimeoutExpired):
95
+ if hasattr(os, "killpg"):
96
+ os.killpg(os.getpgid(server_process.pid), signal.SIGKILL)
97
+ else:
98
+ server_process.kill()
99
+ print("Server stopped.")
100
+
101
+
102
+ if __name__ == "__main__":
103
+ main()
@@ -0,0 +1,167 @@
1
+ ---
2
+ name: xlsx
3
+ description: "Use this skill any time a spreadsheet file is the primary input or output. This includes opening, reading, editing, or fixing .xlsx/.xlsm/.csv/.tsv files; creating new spreadsheets from scratch or from other data; converting between tabular formats; cleaning messy tabular data; AND generating colored, multi-sheet operational reports from a Node/JS script (Firestore/backend exports) via SheetJS/xlsx-js-style."
4
+ license: MIT (Anthropic)
5
+ compatibility: claude-code
6
+ metadata:
7
+ source: anthropic/skills
8
+ imported: 2026-03-15
9
+ version: "3.1.0"
10
+ windows-setup: See references/windows-setup.md for Windows dependency installation
11
+ auto_activate: [xlsx, spreadsheet, excel, xlsx-js-style, sheetjs, planilha]
12
+ file_triggers: [*.xlsx, *.xlsm, *.csv]
13
+ references:
14
+ - references/nodejs-sheetjs-styled-reports.md (Node/SheetJS colored reports — colors, CSV BOM, sorting, reconciliation sheets, gotchas)
15
+ ---
16
+
17
+ # Excel Spreadsheet Guide
18
+
19
+ ## CRITICAL: Use Formulas, Not Hardcoded Values
20
+
21
+ Always use Excel formulas instead of calculating values in Python and hardcoding them. The spreadsheet must remain dynamic and updateable.
22
+
23
+ ```python
24
+ # WRONG - hardcoded
25
+ sheet['B10'] = total
26
+
27
+ # CORRECT - Excel formula
28
+ sheet['B10'] = '=SUM(B2:B9)'
29
+ ```
30
+
31
+ **Assumptions placement:** All growth rates, margins, and multiples must be in separate assumption cells referenced in formulas, not hardcoded values.
32
+
33
+ **Documentation:** Hardcoded values require comments with source, date, specific reference, and URL where applicable.
34
+
35
+ ## Professional Standards
36
+
37
+ ### Font
38
+
39
+ Use a consistent, professional font (Arial, Times New Roman) for all deliverables.
40
+
41
+ ### Template Preservation
42
+
43
+ When updating existing files, study and EXACTLY match existing format, style, and conventions rather than imposing standardized formatting.
44
+
45
+ ### Zero Formula Errors
46
+
47
+ Every Excel model MUST be delivered with ZERO formula errors (#REF!, #DIV/0!, #VALUE!, #N/A, #NAME?).
48
+
49
+ ### Financial Color Coding (Industry Standard)
50
+
51
+ - **Blue text** (0,0,255): Hardcoded inputs
52
+ - **Black text** (0,0,0): ALL formulas and calculations
53
+ - **Green text** (0,128,0): Links from other worksheets
54
+ - **Red text** (255,0,0): External links to other files
55
+ - **Yellow background** (255,255,0): Key assumptions
56
+
57
+ ### Number Formatting
58
+
59
+ - **Years**: Format as text ("2024" not "2,024")
60
+ - **Currency**: Use $#,##0; specify units in headers ("Revenue ($mm)")
61
+ - **Zeros**: Format as "-"
62
+ - **Percentages**: 0.0% format
63
+ - **Negatives**: Use parentheses (123) not -123
64
+
65
+ ## Workflows
66
+
67
+ ### Reading and Analyzing
68
+
69
+ ```python
70
+ import pandas as pd
71
+
72
+ df = pd.read_excel('file.xlsx')
73
+ all_sheets = pd.read_excel('file.xlsx', sheet_name=None)
74
+ ```
75
+
76
+ ### Creating New Files
77
+
78
+ ```python
79
+ from openpyxl import Workbook
80
+ from openpyxl.styles import Font, PatternFill, Alignment
81
+
82
+ wb = Workbook()
83
+ sheet = wb.active
84
+ sheet['A1'] = 'Hello'
85
+ sheet['B2'] = '=SUM(A1:A10)'
86
+ sheet['A1'].font = Font(bold=True)
87
+ wb.save('output.xlsx')
88
+ ```
89
+
90
+ ### Editing Existing Files
91
+
92
+ ```python
93
+ from openpyxl import load_workbook
94
+
95
+ wb = load_workbook('existing.xlsx')
96
+ sheet = wb.active
97
+ sheet['A1'] = 'New Value'
98
+ wb.save('modified.xlsx')
99
+ ```
100
+
101
+ ### Formula Recalculation (MANDATORY)
102
+
103
+ After creating or modifying files with formulas, recalculate to update formula values and verify zero errors:
104
+
105
+ ```bash
106
+ python scripts/recalc.py output.xlsx
107
+ ```
108
+
109
+ Alternative using LibreOffice CLI:
110
+
111
+ ```bash
112
+ soffice --headless --calc --convert-to xlsx output.xlsx
113
+ ```
114
+
115
+ ## Node.js / SheetJS — Styled Operational Reports
116
+
117
+ When the spreadsheet is generated by a **Node/JS** script (Firestore/backend exports, admin CLIs)
118
+ and you need **colored, human-scannable operational reports** (not formula models), use SheetJS.
119
+ Full guide + copy-paste patterns: **`references/nodejs-sheetjs-styled-reports.md`**. Reusable
120
+ helpers: **`scripts/styled-report.js`**. The load-bearing rules:
121
+
122
+ - **The community `xlsx` package cannot write cell colors — it silently drops `cell.s`.** Use the
123
+ drop-in fork **`xlsx-js-style`** (`npm i xlsx-js-style`; `require('xlsx-js-style')`). Same API.
124
+ - `aoa_to_sheet` takes values only; apply styles **after** via `ws[ref].s` (the "paints" pattern).
125
+ Create the cell if missing so the fill renders: `if(!ws[ref]) ws[ref]={t:'s',v:''}`.
126
+ - **Reading styles back needs `XLSX.readFile(path, { cellStyles: true })`**, and the read shape is
127
+ flattened (`cell.s.fgColor.rgb`, not `cell.s.fill.fgColor.rgb`) — dump `JSON.stringify(cell.s)`.
128
+ - **CSV for Excel:** prepend a UTF-8 BOM (`'' + csv`) and quote/escape every cell.
129
+ - **Readability:** IDs in the LAST column, lead with `#1,#2…`; sort completed-by-date, open-by-due-date.
130
+ - **Reconciliation workbook:** detail sheet + correlation MATRIX (rows=A × cols=B = count) + a
131
+ per-entity X-vs-Y-vs-Δ sheet — the human's tool to see "where the numbers went."
132
+ - **Gotchas:** `EBUSY` = the .xlsx is open in Excel/preview (close it); `new Date(y,m,d)` uses the
133
+ machine TZ (set `TZ` or use `Intl.DateTimeFormat(...,{timeZone})` for TZ-correct bucketing).
134
+
135
+ > Color convention: 🟢 green = done/paid · 🔵 blue = open/pending · ⚪ gray = cancelled · slate = sub-headers.
136
+
137
+ ## Library Selection
138
+
139
+ - **pandas** (Python): Data analysis, bulk operations, simple export
140
+ - **openpyxl** (Python): Complex formatting, formulas, Excel-specific features
141
+ - **xlsx-js-style** (Node): Colored multi-sheet operational reports from JS/Firestore scripts
142
+ - **exceljs** (Node): Advanced Node needs (streaming huge files, charts, conditional formats)
143
+
144
+ ## Formula Verification Checklist
145
+
146
+ - Test 2-3 sample references before building full model
147
+ - Verify Excel columns match (column 64 = BL, not BK)
148
+ - Remember Excel rows are 1-indexed (DataFrame row 5 = Excel row 6)
149
+ - Handle NaN values with `pd.notna()`
150
+ - Check denominators before division
151
+ - Use correct cross-sheet format (Sheet1!A1)
152
+
153
+ ## Bundled Scripts
154
+
155
+ | Script | Purpose |
156
+ | -------------------------- | --------------------------------------------------------------------- |
157
+ | `scripts/recalc.py` | Recalculate formulas and verify zero errors |
158
+ | `scripts/styled-report.js` | (Node) Helpers for colored SheetJS reports: PALETTE, painter, CSV+BOM |
159
+
160
+ **Note:** The shared office toolkit (`unpack.py`, `pack.py`, `validate.py`, `soffice.py`) for XML-level operations lives in `../docx/scripts/office/`.
161
+
162
+ ## Dependencies
163
+
164
+ - **pandas**: `pip install pandas`
165
+ - **openpyxl**: `pip install openpyxl`
166
+ - **LibreOffice**: Formula recalculation fallback
167
+ - **xlsx-js-style** (Node): `npm install xlsx-js-style` — required for colored cells (the community `xlsx` build silently drops styles)
@@ -0,0 +1,141 @@
1
+ # Node.js / SheetJS — Styled Operational Reports (data → XLSX + CSV)
2
+
3
+ > Companion to the Python/openpyxl guidance in `SKILL.md`. Use **this** path when the
4
+ > spreadsheet is generated by a **Node/JS** script (e.g. exporting from Firebase/Firestore,
5
+ > a backend job, or an admin CLI) and you need **colored, human-readable operational reports**
6
+ > — not formula-driven financial models. Values are computed in code; no live formulas.
7
+
8
+ ## Choosing the toolchain
9
+
10
+ | Need | Use |
11
+ | ----------------------------------------------------------------- | ---------------------------------- |
12
+ | Financial model, live formulas, recalc | Python + `openpyxl` (see SKILL.md) |
13
+ | Data dump / operational report from a Node script | `xlsx-js-style` (this guide) |
14
+ | Advanced (streaming huge files, rich charts, conditional formats) | `exceljs` |
15
+
16
+ ## ⚠️ The #1 gotcha: community `xlsx` cannot write colors
17
+
18
+ The community **`xlsx`** (SheetJS) package **silently ignores `cell.s` (styles) on write** — you
19
+ get a file with zero formatting and no error. To produce colored headers/fills you MUST use a
20
+ style-capable build:
21
+
22
+ ```bash
23
+ npm install xlsx-js-style # drop-in fork: same XLSX.utils API + style support
24
+ ```
25
+
26
+ ```js
27
+ const XLSX = require("xlsx-js-style"); // instead of require('xlsx')
28
+ ```
29
+
30
+ Everything else (`aoa_to_sheet`, `book_append_sheet`, `writeFile`, `encode_cell`) is identical.
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+
32
+ ## The "paints" pattern — coloring `aoa_to_sheet` output
33
+
34
+ `aoa_to_sheet` builds cells from **values only**; it does not accept pre-styled cell objects.
35
+ Apply styles **after**, by setting `ws[ref].s`. Track which cells to paint while you build the
36
+ array (record `data.length - 1` for each header/title row), then paint in one pass:
37
+
38
+ ```js
39
+ const mkStyle = (rgb, sz = 11) => ({
40
+ fill: { patternType: "solid", fgColor: { rgb } }, // rgb = 'RRGGBB' (no '#')
41
+ font: { bold: true, color: { rgb: "FFFFFF" }, sz },
42
+ alignment: { vertical: "center" },
43
+ });
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+
45
+ const data = [];
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+ const paints = []; // { r, c, style }
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+ const paintRow = (r, n, style) => {
48
+ for (let c = 0; c < n; c++) paints.push({ r, c, style });
49
+ };
50
+
51
+ data.push(["CONCLUÍDAS (12)"]);
52
+ paints.push({ r: data.length - 1, c: 0, style: mkStyle("1B5E20", 12) });
53
+ data.push(["#", "Título", "Data"]);
54
+ paintRow(data.length - 1, 3, mkStyle("2E7D32"));
55
+ // ...push data rows...
56
+
57
+ const ws = XLSX.utils.aoa_to_sheet(data);
58
+ for (const p of paints) {
59
+ const ref = XLSX.utils.encode_cell({ r: p.r, c: p.c });
60
+ if (!ws[ref]) ws[ref] = { t: "s", v: "" }; // create empty cell so the fill renders
61
+ ws[ref].s = p.style;
62
+ }
63
+ ```
64
+
65
+ ### Color convention that reads at a glance
66
+
67
+ - 🟢 **green** (`2E7D32` / title `1B5E20`) — done / completed / paid
68
+ - 🔵 **blue** (`1565C0` / title `0D47A1`) — open / in-progress / pending
69
+ - ⚪ **gray** (`78909C` / title `455A64`) — cancelled / neutral
70
+ - **slate** (`37474F`) — sub-headers, breakdowns, totals
71
+
72
+ Distinct section colors are the cheapest way to make a multi-section sheet scannable.
73
+
74
+ ## ⚠️ Verifying styles on READ
75
+
76
+ `XLSX.readFile(path)` does **not** parse styles by default → `cell.s` is `undefined` even when the
77
+ file is fully styled. Pass `{ cellStyles: true }`. And note the **read shape differs from the write
78
+ shape**: a fill written as `cell.s.fill.fgColor.rgb` comes back flattened as `cell.s.fgColor.rgb`.
79
+ When verifying, dump the whole object instead of trusting your write-path:
80
+
81
+ ```js
82
+ const wb = XLSX.readFile(path, { cellStyles: true });
83
+ console.log(JSON.stringify(wb.Sheets["Sheet1"]["A1"].s)); // don't assume .s.fill.*
84
+ ```
85
+
86
+ ## CSV that opens cleanly in Excel
87
+
88
+ - Prepend a **UTF-8 BOM** so Excel renders accents: `fs.writeFileSync(p, '' + csv, 'utf8')`.
89
+ - Quote every cell and escape inner quotes: `'"' + String(c).replace(/"/g, '""') + '"'`.
90
+ - Join cells with `,` and rows with `\n`.
91
+
92
+ ## Readability patterns for operational reports
93
+
94
+ - **IDs last, friendly index first.** Put opaque IDs (Firestore doc ids, UUIDs) in the _last_
95
+ column; lead with a `#1, #2…` sequence (`` `#${i+1}` ``) so humans scan rows, not hashes.
96
+ - **Sort each section by its meaningful date.** Completed → by completion date (chronological,
97
+ ascending). Open/backlog → by due date ascending (earliest/overdue first; push null dates last
98
+ with `?? Infinity`).
99
+ - **Multi-sheet reconciliation workbook** — a powerful, reusable shape when two views of the same
100
+ data must be cross-checked by a human:
101
+ 1. `DETAIL` — one row per item, flat, with all attributes (and a price-/value-ready column).
102
+ 2. `MATRIX` — correlation grid: rows = entity A, cols = entity B, cell = count (+ totals row/col).
103
+ This is _the_ tool to answer "where did the numbers go" (e.g. which B handled each A).
104
+ 3. `RECONCILIATION` — per entity: metric under model X vs model Y vs Δ, with a one-line note
105
+ explaining what Δ means. Recompute both models in the same script over the same source rows
106
+ so the sheet is self-consistent.
107
+ - **Column widths:** `ws['!cols'] = [{ wch: N }, …]` per column index. When you stack tables with
108
+ _different_ column counts in one sheet, a single `!cols` can't be perfect for all — size for the
109
+ widest/most-used section and accept the compromise.
110
+
111
+ ## Operational gotchas
112
+
113
+ - **`EBUSY: resource busy or locked`** on write — Excel (or the Explorer preview pane) holds an
114
+ exclusive lock on the target `.xlsx`. Close the file before re-running. If you must overwrite a
115
+ possibly-open file, write to a temp name then `fs.renameSync`.
116
+ - **Timezone** — `new Date(y, m, d)` uses the **machine's local** timezone. If your date-window
117
+ query must match a dashboard/TV, ensure the machine TZ matches (e.g. `America/Sao_Paulo`) or set
118
+ the `TZ` env var. For TZ-correct day/month bucketing regardless of the host, derive parts with
119
+ `Intl.DateTimeFormat('en-CA', { timeZone: 'America/Sao_Paulo' }).formatToParts(date)`.
120
+ - **Date formatting** — `date.toLocaleDateString('pt-BR')` for BR dates; pass
121
+ `{ timeZone: 'America/Sao_Paulo' }` to keep it deterministic across machines.
122
+ - **Firestore Timestamp → Date** — admin SDK timestamps expose `.toDate()`; serialized ones carry
123
+ `_seconds`. A safe coercion: `f?.toDate?.() ?? (f?._seconds != null ? new Date(f._seconds*1000) : null)`.
124
+
125
+ ## Bundled helper
126
+
127
+ `scripts/styled-report.js` (in this skill) exports ready-to-use helpers: `PALETTE`, `mkStyle`,
128
+ `makePainter()`, `applyPaints()`, `toCsvWithBom()`, `toDate()`, `spParts()`. Import it from a Node
129
+ report script to avoid re-deriving the patterns above.
130
+
131
+ ## Real-world example
132
+
133
+ An example SaaS monthly team-closing report (Firestore → XLSX/CSV):
134
+
135
+ - `scripts/audit-<month>.js` — dual-credit audit, per-employee sheets, **green CONCLUÍDAS /
136
+ blue EM ABERTO** section headers, `#n` index, Task ID last, date-sorted sections.
137
+ - `scripts/fechamento-<month>.js` — single-payee "folha" + `FO_BO_MATRIZ` correlation sheet +
138
+ `RECONCILIACAO` (dual vs single vs Δ).
139
+ Deps: `firebase-admin`, `xlsx-js-style`. These are concrete, working implementations of every
140
+ pattern in this guide.
141
+ </content>
@@ -0,0 +1,17 @@
1
+ # Windows Setup for XLSX Tools
2
+
3
+ ## Python
4
+
5
+ ```bash
6
+ pip install pandas openpyxl
7
+ ```
8
+
9
+ ## System Dependencies
10
+
11
+ ### LibreOffice (formula recalculation)
12
+
13
+ 1. Download from: https://www.libreoffice.org/download/
14
+ 2. Install to default location
15
+ 3. Verify: `soffice --version`
16
+
17
+ LibreOffice is required for the `scripts/recalc.py` formula recalculation step.