--- name: docx description: Create, read, edit, template, and review Word .docx files. version: 1.1.0 author: Nous Research license: MIT platforms: [linux, macos, windows] metadata: hermes: tags: [word, docx, documents, office, templates, revisions, comments] category: productivity related_skills: [pdf, xlsx, powerpoint] --- # Docx Skill Create, read, edit, and template Microsoft Word `.docx` files with python-docx via small CLIs. It handles text, styles, lists, tables, images, headers/footers, `{{token}}` templating, tracked changes (list/accept/reject), comments (list/add/delete), TOC and page-number fields, and package health checks. It does not render documents itself (PDF needs LibreOffice — see Converting to PDF) or edit legacy `.doc`. ## When to Use - The user asks to generate a Word document (report, letter, contract). - You need the text, outline, styles, or embedded images of a `.docx`. - You must change an existing `.docx`: replace text, edit table cells, insert/delete paragraphs, apply styles, merge fragmented runs. - You have a `.docx` template with `{{placeholders}}` to fill from data. - The document has tracked changes to review, accept, or reject. - You need to read reviewers' comments, or add/delete comments. - A `.docx` won't open or behaves oddly and you need corruption triage. - The document needs a table of contents or "Page X of Y" footers. - Not for: `.doc` (legacy), `.odt`, or WYSIWYG layout work. ## Prerequisites - Python 3.10+ with `python-docx` installed: `pip install python-docx` (import name is `docx`; lxml comes with it). - Comments `add` uses the native API on python-docx >= 1.2 and an XML fallback on older versions — both are automatic. - For image blocks: the image files must exist locally (PNG/JPEG). ## How to Run All helpers live in `scripts/` next to this file. Run them with the `terminal` tool; each supports `--help` and prints JSON to stdout. ```bash python scripts/docx_create.py spec.json out.docx python scripts/docx_read.py out.docx --text python scripts/docx_edit.py replace out.docx --find old --replace new python scripts/docx_template.py tpl.docx values.json filled.docx python scripts/docx_revisions.py list out.docx python scripts/docx_comments.py list out.docx python scripts/docx_validate.py out.docx ``` ## Quick Reference | Task | Command | | --- | --- | | Create from JSON spec | `docx_create.py spec.json out.docx` | | Full text (body+tables+headers/footers) | `docx_read.py f.docx --text` | | Heading outline + table shapes | `docx_read.py f.docx --structure` | | Styles actually used | `docx_read.py f.docx --styles` | | Extract embedded images | `docx_read.py f.docx --images outdir/` | | Detect tracked changes/comments | `docx_read.py f.docx --revisions` | | Find/replace (formatting kept) | `docx_edit.py replace f.docx --find A --replace B -o out.docx` | | Set a table cell | `docx_edit.py set-cell f.docx --table 0 --row 1 --col 2 --text X` | | Insert paragraph before index N | `docx_edit.py insert f.docx --index N --text X --style Normal` | | Delete paragraph N | `docx_edit.py delete f.docx --index N` | | Apply style to paragraph N | `docx_edit.py style f.docx --index N --style "Heading 1"` | | Merge equal-format adjacent runs | `docx_edit.py normalize f.docx -o out.docx` | | Insert TOC field before para N | `docx_edit.py toc f.docx --index N -o out.docx` | | "Page X of Y" footer fields | `docx_edit.py page-numbers f.docx` | | Fill `{{tokens}}` | `docx_template.py tpl.docx values.json out.docx --strict` | | List revisions (id/author/date/text) | `docx_revisions.py list f.docx` | | Accept / reject all revisions | `docx_revisions.py accept-all f.docx -o out.docx` (or `reject-all`) | | Accept / reject one revision | `docx_revisions.py accept f.docx --id 3 -o out.docx` | | List comments (+anchored text) | `docx_comments.py list f.docx` | | Add comment anchored to text | `docx_comments.py add f.docx --target "phrase" --text "note" --author You` | | Delete comment by id | `docx_comments.py delete f.docx --id 0` | | Health-check the package | `docx_validate.py f.docx` (exit 1 on errors) | ## Procedure 1. **Create.** Write a JSON spec with `write_file`, then run `scripts/docx_create.py`. The spec supports: `page` (size + margins in mm), `header`/`footer` strings, `footer_page_numbers` (adds a "Page X of Y" field footer), `styles` (custom paragraph styles with font, size, bold/italic, hex `color`), and `blocks` — `heading` (level 1-9), `paragraph` (either `text` or a `runs` list where each run may set `bold`/`italic`/`underline`), `bullet_list`, `numbered_list`, `table` (`header` row rendered bold, `rows`, optional built-in table `style` such as `Table Grid`), `image` (`path`, optional `width_mm`), `toc` (Table of Contents field), and `page_break`. The full spec format is documented at the top of `scripts/docx_create.py`. 2. **Read.** Use `scripts/docx_read.py` with exactly one mode flag. `--text` returns body paragraphs, all table cell text, and header/footer text as JSON. `--structure` returns the heading outline plus paragraph/table/section counts. `--images DIR` copies every file under `word/media/` out of the package. 3. **Edit.** Use `scripts/docx_edit.py`. `replace` walks body, tables (nested included), headers and footers, and preserves run formatting; add `--body-only` to skip headers/footers. Pass `-o out.docx` to keep the original; omit it to edit in place. Paragraph indices for `insert`/`delete`/`style`/`toc` refer to `--structure`/`--text` body order. Run `normalize` first on documents that came out of heavy Word editing — it merges adjacent runs with identical formatting so later find-replace matches reliably. 4. **Review revisions.** `docx_revisions.py list` reports every `w:ins` and `w:del` (id, author, date, affected text) anywhere in body, tables, headers, or footers. `accept-all` / `reject-all` resolve them in bulk; `accept`/`reject --id N` handles a single revision. Accept keeps insertions and drops deleted text; reject does the reverse. 5. **Comments.** `docx_comments.py list` returns each comment's id, author, date, body text, and the document text it is anchored to. `add --target "some phrase"` anchors a new comment to the first occurrence of that phrase (runs are split as needed; formatting is preserved). `delete --id N` removes the comment and its markers without touching document text. 6. **Template.** Put `{{name}}`-style tokens in the document. Run `scripts/docx_template.py` with a JSON object of values. Use `--strict` to fail when tokens remain unfilled; the JSON output lists `filled` counts and `unfilled_tokens` either way. 7. **Verify** (always): re-read the output with `--text` or `--structure`, and run `docx_validate.py` on anything you produced via revision/comment surgery. ## Converting to PDF No script needed. When LibreOffice is installed, convert headlessly: ```bash soffice --headless --convert-to pdf --outdir outdir/ file.docx ``` Check availability first (`command -v soffice || command -v libreoffice`). If neither exists, tell the user PDF conversion is unavailable in this environment rather than improvising — python-docx cannot render PDFs, and layout fidelity requires a real renderer. ## Pitfalls - **Tokens split across runs.** Word often fragments text into several runs. The replace helpers collapse matched runs (replacement inherits the first run's formatting); running `docx_edit.py normalize` first reduces fragmentation for all later edits. - **Revision coverage.** `docx_revisions.py` resolves run-level insertions and deletions (the overwhelming majority). Paragraph-mark and table-row revisions, format-change records, and moves are detected by `--revisions` but not auto-resolved — see `references/revisions-and-comments.md` and hand those to Word. - **Comment threading.** Replies and "resolved" status live in `commentsExtended.xml`, which this skill ignores; comments it adds are plain top-level comments. - **Field results are computed by Word.** `toc`, `page-numbers`, and the `toc`/`footer_page_numbers` spec options write *field codes*. Word/LibreOffice populates the actual entries and numbers when the file is opened (Word may prompt to update fields); python-docx never computes them, so placeholder text shows until then. - **Validation is a health check, not schema validation.** `docx_validate.py` verifies the zip, required parts, relationship targets, image magic bytes, and referenced styles. It is NOT XSD validation — a file can pass and still contain XML Word dislikes. - **Style names must exist.** Applying a style that isn't defined in the document raises `KeyError`. Built-ins like `Heading 1`, `List Bullet`, `List Number`, `Table Grid` exist in the default template; custom styles must be declared in the create spec first. - **Numbered lists restart.** `List Number` relies on Word's default numbering; separate lists in one document may continue numbering instead of restarting. Warn users needing precise multi-list numbering. - **Cell writes replace formatting.** `set-cell` uses `cell.text = ...`, which resets runs in that cell to plain formatting. - **Encoding.** All JSON specs/values files are read as UTF-8 explicitly; never rely on locale defaults when writing your own glue code. - **Don't unzip-and-sed the XML.** Edit through the scripts (or python-docx); raw text substitution in `document.xml` corrupts files easily. Use `patch`/`write_file` only for the JSON inputs, never on the `.docx` itself. ## Verification - After create/edit/template, run `docx_read.py out.docx --text` and check the expected strings appear (and old strings are gone). - After accept/reject, `docx_revisions.py list` should return `[]` (or only the ids you intentionally left); after comment surgery, `docx_comments.py list` should reflect the change and `--text` output must be unchanged. - `docx_validate.py out.docx` exits 0 with `"ok": true` on a healthy package — run it after any revision/comment/field manipulation. - For templates run with `--strict`, or check `unfilled_tokens == []`. - Structure checks: `--structure` should show the expected heading outline and table shapes; `--styles` confirms custom styles applied.