document-generation

Reporting Services Plugins

A Claude Code mono-repo plugin for publishing reports. Covers everything related to putting data into a presentation, document, spreadsheet, dashboard, or any other deliverable format.

Plugins

Plugin	Formats	Dependencies
branding (core, required)	—	None
text-generation	Markdown, HTML, TXT, JSON	None
document-generation	PDF, DOCX	Python 3.10+, LibreOffice, pandoc, poppler
spreadsheet-generation	XLSX, CSV	Python 3.10+, LibreOffice
presentation-generation	PPTX	Node.js 20+, Python 3.10+
apps-generation	Dashboard, Report, Comparison, Timeline	Node.js 20+

Quick start

# Add the marketplace
claude plugin marketplace add {org}/reporting-plugins

# Install core (required)
claude plugin install branding@reporting-plugins

# Install the generators you need
claude plugin install text-generation@reporting-plugins
claude plugin install document-generation@reporting-plugins
claude plugin install spreadsheet-generation@reporting-plugins
claude plugin install presentation-generation@reporting-plugins
claude plugin install apps-generation@reporting-plugins

Then just ask:

"Create a Q1 performance report as a PDF with revenue $12.4M, EBITDA $3.1M, headcount 142"

Deployment profiles

Not every team needs every format. Install only what you need:

Profile	Install	Dependencies
text-only	branding + text-generation	None
documents	+ document-generation + spreadsheet-generation	Python, LibreOffice, pandoc, poppler
presentations	+ presentation-generation	+ Node.js
full	All plugins	Python, Node.js, LibreOffice, pandoc, poppler

Install dependencies (macOS)

brew install python node pandoc poppler
brew install --cask libreoffice

Install Python/Node packages

pip install -r document-generation/requirements.txt
pip install -r spreadsheet-generation/requirements.txt
cd presentation-generation && npm install && cd ..
cd apps-generation && npm install && cd ..

Branding

Every output is branded consistently. The plugin ships with Acme Inc defaults.

Custom branding

Create .reporting/brand-config.json in your project to override any brand values:

{
  "firm": {
    "name": "Your Company",
    "tagline": "Your tagline"
  },
  "colors": {
    "primary": "#003366",
    "accent": "#0077CC"
  }
}

Only override what you need — everything else falls back to defaults. See branding/skills/brand/assets/brand-config.schema.json for the full schema.

Brand assets

Place custom assets in .reporting/:

.reporting/
├── brand-config.json       # Override brand values
├── logo.png                # Primary logo (400x100px recommended)
├── logo-dark.png           # Logo for dark backgrounds
├── icon.png                # Square icon (256x256px)
└── fonts/
    └── heading.woff2       # Custom heading font

Natural language overrides

For quick tweaks, create .claude/branding.local.md:

Use a warm earth-tone palette.
Company name is "Terra Holdings".
Use serif fonts for headings.

Disable with "nl_overrides": false in brand-config.json for fully reproducible builds.

Output

All output goes to output/ in your working directory:

output/
├── pdf/          # PDF documents
├── docx/         # Word documents
├── pptx/         # PowerPoint decks
├── xlsx/         # Excel spreadsheets
├── csv/          # CSV exports
├── text/         # Markdown, HTML, TXT, JSON
└── app/          # Interactive React apps

Validation modes

Set "mode": "strict" in brand-config.json for strict validation:

• Hard-fail on missing dependencies, formula errors, font issues
• Emit .validation.json sidecar alongside each artifact
• Auto-correction: agent fixes issues and retries once

Default is "best_effort" — warn and continue.

Multi-format requests

When you request multiple formats, the agent:

1. Resolves branding first
2. Generates a canonical JSON data file (data-first pattern)
3. Generates each format from the same data — ensuring 100% data parity
4. Summarizes all outputs with file paths

Testing

# Run all tests
bash _tests/e2e/run_all.sh

# Run by profile
bash _tests/e2e/run_all.sh --profile text-only
bash _tests/e2e/run_all.sh --profile documents
bash _tests/e2e/run_all.sh --profile full

# Run by test number
bash _tests/e2e/run_all.sh --test 10

License

Apache 2.0