@vodailoc/kilo-kit-mcp 1.1.0 → 1.2.0

package/skills/writing-docs/xlsx/SKILL.md

@@ -1,289 +1,289 @@
----
-name: xlsx
-description: "Comprehensive spreadsheet creation, editing, and analysis with support for formulas, formatting, data analysis, and visualization. When Claude needs to work with spreadsheets (.xlsx, .xlsm, .csv, .tsv, etc) for: (1) Creating new spreadsheets with formulas and formatting, (2) Reading or analyzing data, (3) Modify existing spreadsheets while preserving formulas, (4) Data analysis and visualization in spreadsheets, or (5) Recalculating formulas"
-license: Proprietary. LICENSE.txt has complete terms
----
-
-# Requirements for Outputs
-
-## All Excel files
-
-### Zero Formula Errors
-- Every Excel model MUST be delivered with ZERO formula errors (#REF!, #DIV/0!, #VALUE!, #N/A, #NAME?)
-
-### Preserve Existing Templates (when updating templates)
-- Study and EXACTLY match existing format, style, and conventions when modifying files
-- Never impose standardized formatting on files with established patterns
-- Existing template conventions ALWAYS override these guidelines
-
-## Financial models
-
-### Color Coding Standards
-Unless otherwise stated by the user or existing template
-
-#### Industry-Standard Color Conventions
-- **Blue text (RGB: 0,0,255)**: Hardcoded inputs, and numbers users will change for scenarios
-- **Black text (RGB: 0,0,0)**: ALL formulas and calculations
-- **Green text (RGB: 0,128,0)**: Links pulling from other worksheets within same workbook
-- **Red text (RGB: 255,0,0)**: External links to other files
-- **Yellow background (RGB: 255,255,0)**: Key assumptions needing attention or cells that need to be updated
-
-### Number Formatting Standards
-
-#### Required Format Rules
-- **Years**: Format as text strings (e.g., "2024" not "2,024")
-- **Currency**: Use $#,##0 format; ALWAYS specify units in headers ("Revenue ($mm)")
-- **Zeros**: Use number formatting to make all zeros "-", including percentages (e.g., "$#,##0;($#,##0);-")
-- **Percentages**: Default to 0.0% format (one decimal)
-- **Multiples**: Format as 0.0x for valuation multiples (EV/EBITDA, P/E)
-- **Negative numbers**: Use parentheses (123) not minus -123
-
-### Formula Construction Rules
-
-#### Assumptions Placement
-- Place ALL assumptions (growth rates, margins, multiples, etc.) in separate assumption cells
-- Use cell references instead of hardcoded values in formulas
-- Example: Use =B5*(1+$B$6) instead of =B5*1.05
-
-#### Formula Error Prevention
-- Verify all cell references are correct
-- Check for off-by-one errors in ranges
-- Ensure consistent formulas across all projection periods
-- Test with edge cases (zero values, negative numbers)
-- Verify no unintended circular references
-
-#### Documentation Requirements for Hardcodes
-- Comment or in cells beside (if end of table). Format: "Source: [System/Document], [Date], [Specific Reference], [URL if applicable]"
-- Examples:
-  - "Source: Company 10-K, FY2024, Page 45, Revenue Note, [SEC EDGAR URL]"
-  - "Source: Company 10-Q, Q2 2025, Exhibit 99.1, [SEC EDGAR URL]"
-  - "Source: Bloomberg Terminal, 8/15/2025, AAPL US Equity"
-  - "Source: FactSet, 8/20/2025, Consensus Estimates Screen"
-
-# XLSX creation, editing, and analysis
-
-## Overview
-
-A user may ask you to create, edit, or analyze the contents of an .xlsx file. You have different tools and workflows available for different tasks.
-
-## Important Requirements
-
-**LibreOffice Required for Formula Recalculation**: You can assume LibreOffice is installed for recalculating formula values using the `recalc.py` script. The script automatically configures LibreOffice on first run
-
-## Reading and analyzing data
-
-### Data analysis with pandas
-For data analysis, visualization, and basic operations, use **pandas** which provides powerful data manipulation capabilities:
-
-```python
-import pandas as pd
-
-# Read Excel
-df = pd.read_excel('file.xlsx')  # Default: first sheet
-all_sheets = pd.read_excel('file.xlsx', sheet_name=None)  # All sheets as dict
-
-# Analyze
-df.head()      # Preview data
-df.info()      # Column info
-df.describe()  # Statistics
-
-# Write Excel
-df.to_excel('output.xlsx', index=False)
-```
-
-## Excel File Workflows
-
-## CRITICAL: Use Formulas, Not Hardcoded Values
-
-**Always use Excel formulas instead of calculating values in Python and hardcoding them.** This ensures the spreadsheet remains dynamic and updateable.
-
-### ❌ WRONG - Hardcoding Calculated Values
-```python
-# Bad: Calculating in Python and hardcoding result
-total = df['Sales'].sum()
-sheet['B10'] = total  # Hardcodes 5000
-
-# Bad: Computing growth rate in Python
-growth = (df.iloc[-1]['Revenue'] - df.iloc[0]['Revenue']) / df.iloc[0]['Revenue']
-sheet['C5'] = growth  # Hardcodes 0.15
-
-# Bad: Python calculation for average
-avg = sum(values) / len(values)
-sheet['D20'] = avg  # Hardcodes 42.5
-```
-
-### ✅ CORRECT - Using Excel Formulas
-```python
-# Good: Let Excel calculate the sum
-sheet['B10'] = '=SUM(B2:B9)'
-
-# Good: Growth rate as Excel formula
-sheet['C5'] = '=(C4-C2)/C2'
-
-# Good: Average using Excel function
-sheet['D20'] = '=AVERAGE(D2:D19)'
-```
-
-This applies to ALL calculations - totals, percentages, ratios, differences, etc. The spreadsheet should be able to recalculate when source data changes.
-
-## Common Workflow
-1. **Choose tool**: pandas for data, openpyxl for formulas/formatting
-2. **Create/Load**: Create new workbook or load existing file
-3. **Modify**: Add/edit data, formulas, and formatting
-4. **Save**: Write to file
-5. **Recalculate formulas (MANDATORY IF USING FORMULAS)**: Use the recalc.py script
-   ```bash
-   python recalc.py output.xlsx
-   ```
-6. **Verify and fix any errors**: 
-   - The script returns JSON with error details
-   - If `status` is `errors_found`, check `error_summary` for specific error types and locations
-   - Fix the identified errors and recalculate again
-   - Common errors to fix:
-     - `#REF!`: Invalid cell references
-     - `#DIV/0!`: Division by zero
-     - `#VALUE!`: Wrong data type in formula
-     - `#NAME?`: Unrecognized formula name
-
-### Creating new Excel files
-
-```python
-# Using openpyxl for formulas and formatting
-from openpyxl import Workbook
-from openpyxl.styles import Font, PatternFill, Alignment
-
-wb = Workbook()
-sheet = wb.active
-
-# Add data
-sheet['A1'] = 'Hello'
-sheet['B1'] = 'World'
-sheet.append(['Row', 'of', 'data'])
-
-# Add formula
-sheet['B2'] = '=SUM(A1:A10)'
-
-# Formatting
-sheet['A1'].font = Font(bold=True, color='FF0000')
-sheet['A1'].fill = PatternFill('solid', start_color='FFFF00')
-sheet['A1'].alignment = Alignment(horizontal='center')
-
-# Column width
-sheet.column_dimensions['A'].width = 20
-
-wb.save('output.xlsx')
-```
-
-### Editing existing Excel files
-
-```python
-# Using openpyxl to preserve formulas and formatting
-from openpyxl import load_workbook
-
-# Load existing file
-wb = load_workbook('existing.xlsx')
-sheet = wb.active  # or wb['SheetName'] for specific sheet
-
-# Working with multiple sheets
-for sheet_name in wb.sheetnames:
-    sheet = wb[sheet_name]
-    print(f"Sheet: {sheet_name}")
-
-# Modify cells
-sheet['A1'] = 'New Value'
-sheet.insert_rows(2)  # Insert row at position 2
-sheet.delete_cols(3)  # Delete column 3
-
-# Add new sheet
-new_sheet = wb.create_sheet('NewSheet')
-new_sheet['A1'] = 'Data'
-
-wb.save('modified.xlsx')
-```
-
-## Recalculating formulas
-
-Excel files created or modified by openpyxl contain formulas as strings but not calculated values. Use the provided `recalc.py` script to recalculate formulas:
-
-```bash
-python recalc.py <excel_file> [timeout_seconds]
-```
-
-Example:
-```bash
-python recalc.py output.xlsx 30
-```
-
-The script:
-- Automatically sets up LibreOffice macro on first run
-- Recalculates all formulas in all sheets
-- Scans ALL cells for Excel errors (#REF!, #DIV/0!, etc.)
-- Returns JSON with detailed error locations and counts
-- Works on both Linux and macOS
-
-## Formula Verification Checklist
-
-Quick checks to ensure formulas work correctly:
-
-### Essential Verification
-- [ ] **Test 2-3 sample references**: Verify they pull correct values before building full model
-- [ ] **Column mapping**: Confirm Excel columns match (e.g., column 64 = BL, not BK)
-- [ ] **Row offset**: Remember Excel rows are 1-indexed (DataFrame row 5 = Excel row 6)
-
-### Common Pitfalls
-- [ ] **NaN handling**: Check for null values with `pd.notna()`
-- [ ] **Far-right columns**: FY data often in columns 50+ 
-- [ ] **Multiple matches**: Search all occurrences, not just first
-- [ ] **Division by zero**: Check denominators before using `/` in formulas (#DIV/0!)
-- [ ] **Wrong references**: Verify all cell references point to intended cells (#REF!)
-- [ ] **Cross-sheet references**: Use correct format (Sheet1!A1) for linking sheets
-
-### Formula Testing Strategy
-- [ ] **Start small**: Test formulas on 2-3 cells before applying broadly
-- [ ] **Verify dependencies**: Check all cells referenced in formulas exist
-- [ ] **Test edge cases**: Include zero, negative, and very large values
-
-### Interpreting recalc.py Output
-The script returns JSON with error details:
-```json
-{
-  "status": "success",           // or "errors_found"
-  "total_errors": 0,              // Total error count
-  "total_formulas": 42,           // Number of formulas in file
-  "error_summary": {              // Only present if errors found
-    "#REF!": {
-      "count": 2,
-      "locations": ["Sheet1!B5", "Sheet1!C10"]
-    }
-  }
-}
-```
-
-## Best Practices
-
-### Library Selection
-- **pandas**: Best for data analysis, bulk operations, and simple data export
-- **openpyxl**: Best for complex formatting, formulas, and Excel-specific features
-
-### Working with openpyxl
-- Cell indices are 1-based (row=1, column=1 refers to cell A1)
-- Use `data_only=True` to read calculated values: `load_workbook('file.xlsx', data_only=True)`
-- **Warning**: If opened with `data_only=True` and saved, formulas are replaced with values and permanently lost
-- For large files: Use `read_only=True` for reading or `write_only=True` for writing
-- Formulas are preserved but not evaluated - use recalc.py to update values
-
-### Working with pandas
-- Specify data types to avoid inference issues: `pd.read_excel('file.xlsx', dtype={'id': str})`
-- For large files, read specific columns: `pd.read_excel('file.xlsx', usecols=['A', 'C', 'E'])`
-- Handle dates properly: `pd.read_excel('file.xlsx', parse_dates=['date_column'])`
-
-## Code Style Guidelines
-**IMPORTANT**: When generating Python code for Excel operations:
-- Write minimal, concise Python code without unnecessary comments
-- Avoid verbose variable names and redundant operations
-- Avoid unnecessary print statements
-
-**For Excel files themselves**:
-- Add comments to cells with complex formulas or important assumptions
-- Document data sources for hardcoded values
+---
+name: xlsx
+description: "Comprehensive spreadsheet creation, editing, and analysis with support for formulas, formatting, data analysis, and visualization. When Claude needs to work with spreadsheets (.xlsx, .xlsm, .csv, .tsv, etc) for: (1) Creating new spreadsheets with formulas and formatting, (2) Reading or analyzing data, (3) Modify existing spreadsheets while preserving formulas, (4) Data analysis and visualization in spreadsheets, or (5) Recalculating formulas"
+license: Proprietary. LICENSE.txt has complete terms
+---
+
+# Requirements for Outputs
+
+## All Excel files
+
+### Zero Formula Errors
+- Every Excel model MUST be delivered with ZERO formula errors (#REF!, #DIV/0!, #VALUE!, #N/A, #NAME?)
+
+### Preserve Existing Templates (when updating templates)
+- Study and EXACTLY match existing format, style, and conventions when modifying files
+- Never impose standardized formatting on files with established patterns
+- Existing template conventions ALWAYS override these guidelines
+
+## Financial models
+
+### Color Coding Standards
+Unless otherwise stated by the user or existing template
+
+#### Industry-Standard Color Conventions
+- **Blue text (RGB: 0,0,255)**: Hardcoded inputs, and numbers users will change for scenarios
+- **Black text (RGB: 0,0,0)**: ALL formulas and calculations
+- **Green text (RGB: 0,128,0)**: Links pulling from other worksheets within same workbook
+- **Red text (RGB: 255,0,0)**: External links to other files
+- **Yellow background (RGB: 255,255,0)**: Key assumptions needing attention or cells that need to be updated
+
+### Number Formatting Standards
+
+#### Required Format Rules
+- **Years**: Format as text strings (e.g., "2024" not "2,024")
+- **Currency**: Use $#,##0 format; ALWAYS specify units in headers ("Revenue ($mm)")
+- **Zeros**: Use number formatting to make all zeros "-", including percentages (e.g., "$#,##0;($#,##0);-")
+- **Percentages**: Default to 0.0% format (one decimal)
+- **Multiples**: Format as 0.0x for valuation multiples (EV/EBITDA, P/E)
+- **Negative numbers**: Use parentheses (123) not minus -123
+
+### Formula Construction Rules
+
+#### Assumptions Placement
+- Place ALL assumptions (growth rates, margins, multiples, etc.) in separate assumption cells
+- Use cell references instead of hardcoded values in formulas
+- Example: Use =B5*(1+$B$6) instead of =B5*1.05
+
+#### Formula Error Prevention
+- Verify all cell references are correct
+- Check for off-by-one errors in ranges
+- Ensure consistent formulas across all projection periods
+- Test with edge cases (zero values, negative numbers)
+- Verify no unintended circular references
+
+#### Documentation Requirements for Hardcodes
+- Comment or in cells beside (if end of table). Format: "Source: [System/Document], [Date], [Specific Reference], [URL if applicable]"
+- Examples:
+  - "Source: Company 10-K, FY2024, Page 45, Revenue Note, [SEC EDGAR URL]"
+  - "Source: Company 10-Q, Q2 2025, Exhibit 99.1, [SEC EDGAR URL]"
+  - "Source: Bloomberg Terminal, 8/15/2025, AAPL US Equity"
+  - "Source: FactSet, 8/20/2025, Consensus Estimates Screen"
+
+# XLSX creation, editing, and analysis
+
+## Overview
+
+A user may ask you to create, edit, or analyze the contents of an .xlsx file. You have different tools and workflows available for different tasks.
+
+## Important Requirements
+
+**LibreOffice Required for Formula Recalculation**: You can assume LibreOffice is installed for recalculating formula values using the `recalc.py` script. The script automatically configures LibreOffice on first run
+
+## Reading and analyzing data
+
+### Data analysis with pandas
+For data analysis, visualization, and basic operations, use **pandas** which provides powerful data manipulation capabilities:
+
+```python
+import pandas as pd
+
+# Read Excel
+df = pd.read_excel('file.xlsx')  # Default: first sheet
+all_sheets = pd.read_excel('file.xlsx', sheet_name=None)  # All sheets as dict
+
+# Analyze
+df.head()      # Preview data
+df.info()      # Column info
+df.describe()  # Statistics
+
+# Write Excel
+df.to_excel('output.xlsx', index=False)
+```
+
+## Excel File Workflows
+
+## CRITICAL: Use Formulas, Not Hardcoded Values
+
+**Always use Excel formulas instead of calculating values in Python and hardcoding them.** This ensures the spreadsheet remains dynamic and updateable.
+
+### ❌ WRONG - Hardcoding Calculated Values
+```python
+# Bad: Calculating in Python and hardcoding result
+total = df['Sales'].sum()
+sheet['B10'] = total  # Hardcodes 5000
+
+# Bad: Computing growth rate in Python
+growth = (df.iloc[-1]['Revenue'] - df.iloc[0]['Revenue']) / df.iloc[0]['Revenue']
+sheet['C5'] = growth  # Hardcodes 0.15
+
+# Bad: Python calculation for average
+avg = sum(values) / len(values)
+sheet['D20'] = avg  # Hardcodes 42.5
+```
+
+### ✅ CORRECT - Using Excel Formulas
+```python
+# Good: Let Excel calculate the sum
+sheet['B10'] = '=SUM(B2:B9)'
+
+# Good: Growth rate as Excel formula
+sheet['C5'] = '=(C4-C2)/C2'
+
+# Good: Average using Excel function
+sheet['D20'] = '=AVERAGE(D2:D19)'
+```
+
+This applies to ALL calculations - totals, percentages, ratios, differences, etc. The spreadsheet should be able to recalculate when source data changes.
+
+## Common Workflow
+1. **Choose tool**: pandas for data, openpyxl for formulas/formatting
+2. **Create/Load**: Create new workbook or load existing file
+3. **Modify**: Add/edit data, formulas, and formatting
+4. **Save**: Write to file
+5. **Recalculate formulas (MANDATORY IF USING FORMULAS)**: Use the recalc.py script
+   ```bash
+   python recalc.py output.xlsx
+   ```
+6. **Verify and fix any errors**: 
+   - The script returns JSON with error details
+   - If `status` is `errors_found`, check `error_summary` for specific error types and locations
+   - Fix the identified errors and recalculate again
+   - Common errors to fix:
+     - `#REF!`: Invalid cell references
+     - `#DIV/0!`: Division by zero
+     - `#VALUE!`: Wrong data type in formula
+     - `#NAME?`: Unrecognized formula name
+
+### Creating new Excel files
+
+```python
+# Using openpyxl for formulas and formatting
+from openpyxl import Workbook
+from openpyxl.styles import Font, PatternFill, Alignment
+
+wb = Workbook()
+sheet = wb.active
+
+# Add data
+sheet['A1'] = 'Hello'
+sheet['B1'] = 'World'
+sheet.append(['Row', 'of', 'data'])
+
+# Add formula
+sheet['B2'] = '=SUM(A1:A10)'
+
+# Formatting
+sheet['A1'].font = Font(bold=True, color='FF0000')
+sheet['A1'].fill = PatternFill('solid', start_color='FFFF00')
+sheet['A1'].alignment = Alignment(horizontal='center')
+
+# Column width
+sheet.column_dimensions['A'].width = 20
+
+wb.save('output.xlsx')
+```
+
+### Editing existing Excel files
+
+```python
+# Using openpyxl to preserve formulas and formatting
+from openpyxl import load_workbook
+
+# Load existing file
+wb = load_workbook('existing.xlsx')
+sheet = wb.active  # or wb['SheetName'] for specific sheet
+
+# Working with multiple sheets
+for sheet_name in wb.sheetnames:
+    sheet = wb[sheet_name]
+    print(f"Sheet: {sheet_name}")
+
+# Modify cells
+sheet['A1'] = 'New Value'
+sheet.insert_rows(2)  # Insert row at position 2
+sheet.delete_cols(3)  # Delete column 3
+
+# Add new sheet
+new_sheet = wb.create_sheet('NewSheet')
+new_sheet['A1'] = 'Data'
+
+wb.save('modified.xlsx')
+```
+
+## Recalculating formulas
+
+Excel files created or modified by openpyxl contain formulas as strings but not calculated values. Use the provided `recalc.py` script to recalculate formulas:
+
+```bash
+python recalc.py <excel_file> [timeout_seconds]
+```
+
+Example:
+```bash
+python recalc.py output.xlsx 30
+```
+
+The script:
+- Automatically sets up LibreOffice macro on first run
+- Recalculates all formulas in all sheets
+- Scans ALL cells for Excel errors (#REF!, #DIV/0!, etc.)
+- Returns JSON with detailed error locations and counts
+- Works on both Linux and macOS
+
+## Formula Verification Checklist
+
+Quick checks to ensure formulas work correctly:
+
+### Essential Verification
+- [ ] **Test 2-3 sample references**: Verify they pull correct values before building full model
+- [ ] **Column mapping**: Confirm Excel columns match (e.g., column 64 = BL, not BK)
+- [ ] **Row offset**: Remember Excel rows are 1-indexed (DataFrame row 5 = Excel row 6)
+
+### Common Pitfalls
+- [ ] **NaN handling**: Check for null values with `pd.notna()`
+- [ ] **Far-right columns**: FY data often in columns 50+ 
+- [ ] **Multiple matches**: Search all occurrences, not just first
+- [ ] **Division by zero**: Check denominators before using `/` in formulas (#DIV/0!)
+- [ ] **Wrong references**: Verify all cell references point to intended cells (#REF!)
+- [ ] **Cross-sheet references**: Use correct format (Sheet1!A1) for linking sheets
+
+### Formula Testing Strategy
+- [ ] **Start small**: Test formulas on 2-3 cells before applying broadly
+- [ ] **Verify dependencies**: Check all cells referenced in formulas exist
+- [ ] **Test edge cases**: Include zero, negative, and very large values
+
+### Interpreting recalc.py Output
+The script returns JSON with error details:
+```json
+{
+  "status": "success",           // or "errors_found"
+  "total_errors": 0,              // Total error count
+  "total_formulas": 42,           // Number of formulas in file
+  "error_summary": {              // Only present if errors found
+    "#REF!": {
+      "count": 2,
+      "locations": ["Sheet1!B5", "Sheet1!C10"]
+    }
+  }
+}
+```
+
+## Best Practices
+
+### Library Selection
+- **pandas**: Best for data analysis, bulk operations, and simple data export
+- **openpyxl**: Best for complex formatting, formulas, and Excel-specific features
+
+### Working with openpyxl
+- Cell indices are 1-based (row=1, column=1 refers to cell A1)
+- Use `data_only=True` to read calculated values: `load_workbook('file.xlsx', data_only=True)`
+- **Warning**: If opened with `data_only=True` and saved, formulas are replaced with values and permanently lost
+- For large files: Use `read_only=True` for reading or `write_only=True` for writing
+- Formulas are preserved but not evaluated - use recalc.py to update values
+
+### Working with pandas
+- Specify data types to avoid inference issues: `pd.read_excel('file.xlsx', dtype={'id': str})`
+- For large files, read specific columns: `pd.read_excel('file.xlsx', usecols=['A', 'C', 'E'])`
+- Handle dates properly: `pd.read_excel('file.xlsx', parse_dates=['date_column'])`
+
+## Code Style Guidelines
+**IMPORTANT**: When generating Python code for Excel operations:
+- Write minimal, concise Python code without unnecessary comments
+- Avoid verbose variable names and redundant operations
+- Avoid unnecessary print statements
+
+**For Excel files themselves**:
+- Add comments to cells with complex formulas or important assumptions
+- Document data sources for hardcoded values
 - Include notes for key calculations and model sections