---
name: document-gen-resilient-b45e65f4629c
description: Multi-path document generation with tool checks, Unicode handling, and Python fallbacks
---

# Resilient Document Generation Workflow

## When to Use

Use this skill when document generation tasks encounter errors or when you need reliable multi-format output:
- `shell_agent` returns unknown or unclear errors on document generation
- Generating documents in multiple formats (e.g., `.docx`, `.pdf`, `.html`)
- **PDF generation fails due to LaTeX encoding or missing dependencies**
- **You need to handle special characters, symbols, or non-ASCII text safely**
- Previous document generation attempts have failed

## Core Technique

Instead of delegating the entire document generation to `shell_agent`, manually split the workflow into discrete, observable steps with built-in fallbacks:
1. **Tool availability check** → Verify pandoc and PDF engines are available
2. **Content creation** → Use `write_file` to create source document (Markdown)
3. **Unicode assessment** → Determine if sanitization is needed based on target format
4. **Format conversion** → Try primary method, fall back to alternatives on failure
5. **Verification** → Check output files exist and are valid

## ⚠️ Format-Specific Unicode Guidance

**Critical**: Different formats handle Unicode differently. Plan accordingly:

| Format | Unicode Support | Sanitization Needed? | Recommended Engine |
|--------|-----------------|---------------------|-------------------|
| `.docx` | Excellent | No | pandoc (default) |
| `.html` | Excellent | No | pandoc (default) |
| `.pdf` (pdflatex) | Limited | **Yes** | pandoc + sanitization |
| `.pdf` (xelatex) | Good | Rarely | pandoc --pdf-engine=xelatex |
| `.pdf` (wkhtmltopdf) | Good | Rarely | pandoc --pdf-engine=wkhtmltopdf |
| `.pdf` (Python) | Excellent | No | fpdf2 or reportlab |

## Step-by-Step Workflow

### Step 0: Check Tool Availability

Before starting, verify which tools are available:

```
run_shell
command: which pandoc && echo "PANDOC: OK" || echo "PANDOC: MISSING"
```

```
run_shell
command: which pdflatex && echo "PDFLATEX: OK" || echo "PDFLATEX: MISSING"
```

```
run_shell
command: which xelatex && echo "XELATEX: OK" || echo "XELATEX: MISSING"
```

```
run_shell
command: python3 -c "import fpdf; print('FPDF2: OK')" 2>/dev/null || echo "FPDF2: MISSING"
```

**Decision Tree Based on Availability:**
- **pandoc + xelatex available** → Use pandoc with xelatex engine (best Unicode support)
- **pandoc + pdflatex only** → Use pandoc with sanitization (Step 2)
- **pandoc missing, Python available** → Use Python libraries (Step 3 Alternative)
- **All missing** → Install dependencies or use shell_agent with explicit instructions

### Step 1: Create Source Content with write_file

Write your document content as Markdown to a temporary source file. This gives you full visibility into the content being generated.

```
write_file
path: /tmp/document_source.md
content: |
  # Document Title
  
  ## Section 1
  Content here...
  
  ## Section 2
  More content...
```

### Step 2: Assess and Handle Unicode (Conditional)

**Before PDF conversion**, check if your content contains problematic characters:

```
run_shell
command: grep -P '[\x{2014}\x{2013}\x{201C}\x{201D}\x{2026}]' /tmp/document_source.md && echo "UNICODE_DETECTED" || echo "UNICODE_CLEAN"
```

**If Unicode detected AND using pdflatex**, create a sanitized version:

```
write_file
path: /tmp/document_source_sanitized.md
content: |
  # Document Title
  
  ## Section 1
  Content here... (with all special chars replaced per table below)
```

**Common Problematic Characters:**

| Character | Issue | Safe Replacement |
|-----------|-------|------------------|
| `—` (em dash) | May not render | `--` or `-` |
| `–` (en dash) | May not render | `-` |
| `" "` (curly quotes) | Encoding errors | `" "` (straight quotes) |
| `' '` (curly apostrophe) | Encoding errors | `'` (straight apostrophe) |
| `…` (ellipsis) | May not render | `...` |
| `→` `←` `↑` `↓` (arrows) | LaTeX incompatibility | `->` `<-` `^` `v` |
| `✓` `✗` (checkmarks) | May not render | `[x]` `[ ]` |
| `©` `®` `™` | May require packages | `(c)` `(r)` `(tm)` |

**Note**: Keep the original unsanitized file for DOCX/HTML conversion (these formats handle Unicode better).

### Step 3: Convert to Target Formats with run_shell

Use `run_shell` with explicit commands for each format. Try primary method first, fall back on failure.

#### For DOCX (from original, no sanitization needed):

```
run_shell
command: pandoc /tmp/document_source.md -o output.docx
```

#### For PDF (try in order):

**Option A: xelatex (best Unicode support)**
```
run_shell
command: pandoc /tmp/document_source.md -o output.pdf --pdf-engine=xelatex
```

**Option B: wkhtmltopdf (good alternative)**
```
run_shell
command: pandoc /tmp/document_source.md -o output.pdf --pdf-engine=wkhtmltopdf
```

**Option C: pdflatex with sanitization**
```
run_shell
command: pandoc /tmp/document_source_sanitized.md -o output.pdf
```

**Option D: Python fpdf2 fallback**
```
run_shell
command: python3 -c "
from fpdf import FPDF
pdf = FPDF()
pdf.add_page()
pdf.set_font('Arial', size=12)
with open('/tmp/document_source.md', 'r', encoding='utf-8') as f:
    content = f.read()
pdf.multi_cell(0, 10, content)
pdf.output('output.pdf')
"
```

#### For HTML (from original, no sanitization needed):

```
run_shell
command: pandoc /tmp/document_source.md -o output.html
```

### Step 4: Verify Outputs

Check that files were created successfully:

```
run_shell
command: ls -lh output.docx output.pdf output.html 2>/dev/null
```

```
run_shell
command: file output.pdf 2>/dev/null
```

## Complete Example

```markdown
# Generate Negotiation Strategy Document

## Step 0: Check tools
run_shell
command: which pandoc && which xelatex && echo "TOOLS_OK" || echo "TOOLS_MISSING"

## Step 1: Write Markdown source
write_file
path: /tmp/negotiation_strategy.md
content: |
  # Negotiation Strategy
  
  ## Executive Summary
  [Content with original unicode...]
  
  ## Resolution Path
  [Content...]
  
  ## BATNA Analysis
  [Content...]

## Step 2: Check for Unicode (if PDF needed)
run_shell
command: grep -P '[\x{2014}\x{2013}\x{201C}\x{201D}]' /tmp/negotiation_strategy.md && echo "UNICODE_DETECTED" || echo "UNICODE_CLEAN"

## Step 3: Convert to DOCX (from original)
run_shell
command: pandoc /tmp/negotiation_strategy.md -o negotiation_strategy.docx

## Step 4: Convert to PDF (try xelatex first)
run_shell
command: pandoc /tmp/negotiation_strategy.md -o negotiation_strategy.pdf --pdf-engine=xelatex

## Step 5: If Step 4 failed, try wkhtmltopdf
run_shell
command: pandoc /tmp/negotiation_strategy.md -o negotiation_strategy.pdf --pdf-engine=wkhtmltopdf

## Step 6: Convert to HTML (from original)
run_shell
command: pandoc /tmp/negotiation_strategy.md -o negotiation_strategy.html

## Step 7: Verify
run_shell
command: ls -lh negotiation_strategy.*
```

## Advantages Over shell_agent

| Aspect | shell_agent | Manual Workflow |
|--------|-------------|-----------------|
| Error visibility | Opaque, may retry silently | Each step shows explicit output |
| Recovery | Automatic but may loop | Manual intervention at specific step |
| Debugging | Hard to isolate failure point | Clear which step failed |
| Unicode control | Agent may not handle encoding | You control character sanitization |
| Tool fallback | Single approach | Multiple fallback options |
| Control | Agent decides approach | You control each conversion |

## Common pandoc Commands

```bash
# Markdown to Word
pandoc input.md -o output.docx

# Markdown to PDF (requires LaTeX or wkhtmltopdf)
pandoc input.md -o output.pdf

# Markdown to PDF with Unicode-safe engine (better Unicode support)
pandoc input.md -o output.pdf --pdf-engine=xelatex

# Markdown to PDF with wkhtmltopdf (good alternative)
pandoc input.md -o output.pdf --pdf-engine=wkhtmltopdf

# Markdown to HTML
pandoc input.md -o output.html

# With custom template
pandoc input.md --template=template.html -o output.html

# With metadata
pandoc input.md -o output.pdf --metadata title="Document Title"
```

## Troubleshooting

### PDF Generation Failures

- **PDF generation fails with encoding error**: 
  - Use `--pdf-engine=xelatex` for better Unicode support
  - Or use `--pdf-engine=wkhtmltopdf` as alternative
  - Or create sanitized markdown file and use pdflatex

- **PDF generation fails: LaTeX not found**: 
  - Install LaTeX: `apt-get install texlive-latex-recommended texlive-fonts-recommended`
  - Or use `--pdf-engine=wkhtmltopdf` instead
  - Or fall back to Python fpdf2 (Step 3 Option D)

- **PDF generation fails: wkhtmltopdf not found**: 
  - Install: `apt-get install wkhtmltopdf`
  - Or use xelatex or pdflatex with sanitization
  - Or fall back to Python fpdf2

### DOCX Formatting Issues

- Add `--reference-doc=template.docx` for custom styles
- Ensure pandoc version is 2.0+ for best DOCX support

### Unicode/Encoding Errors in Any Format

- Add `-f markdown+utf8` to pandoc command
- Ensure source file is UTF-8 encoded: `file -i source.md`
- For PDF: prefer xelatex engine over pdflatex

### Special Characters Not Rendering in PDF

- Use xelatex engine: `--pdf-engine=xelatex`
- Or use the character replacement table above
- Or create sanitized version before PDF conversion

### Missing pandoc

- Install via `apt-get install pandoc` or `brew install pandoc`
- Or use Python libraries directly (fpdf2, reportlab)

### Python PDF Library Fallback

If pandoc is unavailable or consistently failing:

```bash
# Using fpdf2
python3 -c "
from fpdf import FPDF
pdf = FPDF()
pdf.add_page()
pdf.set_font('Arial', size=12)
pdf.multi_cell(0, 10, open('input.md').read())
pdf.output('output.pdf')
"

# Using reportlab (more control)
python3 -c "
from reportlab.lib.pagesizes import letter
from reportlab.platypus import SimpleDocTemplate, Paragraph
from reportlab.lib.styles import getSampleStyleSheet
doc = SimpleDocTemplate('output.pdf', pagesize=letter)
styles = getSampleStyleSheet()
story = [Paragraph(open('input.md').read(), styles['Normal'])]
doc.build(story)
"
```

## Unicode Sanitization Script (Optional)

For repeated use, create a reusable sanitization script:

```bash
#!/bin/bash
# sanitize_for_pdf.sh - Replace problematic unicode chars for LaTeX/PDF
if [ -z "$1" ]; then
  echo "Usage: $0 <input.md> [output.md]"
  exit 1
fi
INPUT="$1"
OUTPUT="${2:-${1%.md}_sanitized.md}"

sed -e 's/—/--/g' \
    -e 's/–/-/g' \
    -e 's/"([^"]*)"/"\1"/g' \
    -e "s/'([^']*)/'\1'/g" \
    -e 's/…/.../g' \
    -e 's/→/->/g' \
    -e 's/←/<-/g' \
    -e 's/✓/[x]/g' \
    -e 's/✗/[ ]/g' \
    -e 's/©/(c)/g' \
    -e 's/®/(r)/g' \
    -e 's/™/(tm)/g' \
    "$INPUT" > "$OUTPUT"

echo "Sanitized: $INPUT -> $OUTPUT"
```

Save as `sanitize_for_pdf.sh`, make executable with `chmod +x sanitize_for_pdf.sh`, then use:

```
run_shell
command: ./sanitize_for_pdf.sh /tmp/document_source.md /tmp/document_source_sanitized.md
```

## Decision Matrix: Which Approach to Use

| Scenario | Recommended Approach |
|----------|---------------------|
| DOCX only, any content | pandoc (no sanitization needed) |
| HTML only, any content | pandoc (no sanitization needed) |
| PDF, simple ASCII content | pandoc + pdflatex |
| PDF, Unicode content | pandoc + xelatex (preferred) |
| PDF, Unicode, xelatex unavailable | pandoc + sanitization + pdflatex |
| PDF, pandoc unavailable | Python fpdf2 or reportlab |
| Multiple formats needed | pandoc for all, sanitization for PDF only |
| shell_agent failing repeatedly | Use this manual workflow |

## When to Return to shell_agent

After successfully completing the manual workflow once, you can attempt `shell_agent` again for similar tasks, now with a known-working fallback if errors recur. For documents with heavy Unicode content requiring PDF output, consider always using the manual workflow with xelatex or sanitization.

## Related Skills

- `write-file-fallback-report`: Use when web sourcing fails, create from embedded knowledge
- `spreadsheet-direct-python`: Use Python libraries directly for spreadsheet operations
- Use this skill when your documents contain special characters, symbols, or non-ASCII text that may cause LaTeX/PDF conversion issues


---
Source attribution: xyliu-cs
Original project: https://github.com/xyliu-cs/OpenSpace-GDPval/blob/af1b40a42167d09c30b3a63000aa14ace4c1e229/gdpval_bench/skills/document-gen-fallback-enhanced-enhanced-96865f/SKILL.md
License: MIT
License information: https://opensource.org/license/mit
Original upstream instructions; downloaded from Mega AI Hub.

## Upstream license notice

MIT License

Copyright (c) 2026 ✨Data Intelligence Lab@HKU✨

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.



# Mega AI Hub resource metadata

Creator / publisher: xyliu-cs
Original project: https://github.com/xyliu-cs/OpenSpace-GDPval/blob/af1b40a42167d09c30b3a63000aa14ace4c1e229/gdpval_bench/skills/document-gen-fallback-enhanced-enhanced-96865f/SKILL.md
Attribution basis: Source repository record

Fields of work: Content & Media, Development & Engineering
Roles: Backend Developer, Data Engineer, Technical Writer
Specialties: API, Backend
Tools: Fpdf2, Pandoc, Reportlab
Country applicability: Country not specified
Classification basis: Source catalog labels
Instruction SHA-256: 607fda0b81eec3bf4b6dd42847f4854d58e65ef57a75238bd7f52ddefa4fe015
