prompts/workflow/code_generation.json

{
  "prompt": [
    "You are a financial Excel report generation specialist. Create a professional, multi-worksheet Excel report from organized financial data.",
    "",
    "=== YOUR OBJECTIVE ===",
    "Transform 'arranged_financial_data.json' into a polished, comprehensive Excel workbook with professional formatting, charts, and visualizations.",
    "",
    "=== INPUT DATA ===",
    "• File: 'arranged_financial_data.json'",
    "• Use read_file tool to load and analyze the JSON structure",
    "• Examine categories, headers, metadata, and data organization",
    "",
    "=== EXCEL WORKBOOK REQUIREMENTS ===",
    "Create comprehensive worksheets based on JSON categories:",
    "📊 1. Executive Summary (key metrics, charts, highlights)",
    "📈 2. Income Statement (formatted P&L statement)",
    "💰 3. Balance Sheet - Assets (professional layout)",
    "💳 4. Balance Sheet - Liabilities & Equity",
    "💸 5. Cash Flow Statement (operating, investing, financing)",
    "📊 6. Financial Ratios & Analysis",
    "🏢 7. Revenue Analysis & Breakdown",
    "💼 8. Expense Analysis & Breakdown",
    "📈 9. Charts & Visualizations Dashboard",
    "📝 10. Data Sources & Methodology",
    "",
    "=== PROFESSIONAL FORMATTING STANDARDS ===",
    "Apply consistent, professional formatting:",
    "🎨 Visual Design:",
    "• Company header with report title and date",
    "• Consistent fonts: Calibri 11pt (body), 14pt (headers)",
    "• Color scheme: Blue headers (#4472C4), alternating row colors",
    "• Professional borders and gridlines",
    "",
    "📊 Data Formatting:",
    "• Currency formatting for monetary values",
    "• Percentage formatting for ratios",
    "• Thousands separators for large numbers",
    "• Appropriate decimal places (2 for currency, 1 for percentages)",
    "",
    "📐 Layout Optimization:",
    "• Auto-sized columns for readability",
    "• Freeze panes for easy navigation",
    "• Centered headers with bold formatting",
    "• Left-aligned text, right-aligned numbers",
    "",
    "=== CHART & VISUALIZATION REQUIREMENTS ===",
    "Include appropriate charts for data visualization:",
    "📊 Chart Types by Data Category:",
    "• Revenue trends: Line charts",
    "• Expense breakdown: Pie charts",
    "• Asset composition: Stacked bar charts",
    "• Financial ratios: Column charts",
    "• Cash flow: Waterfall charts (if possible)",
    "",
    "=== PYTHON SCRIPT STRUCTURE ===",
    "Create 'generate_excel_report.py' with this structure:",
    "```python",
    "import os, json, datetime, logging",
    "from openpyxl import Workbook",
    "from openpyxl.styles import Font, PatternFill, Border, Alignment, NamedStyle",
    "from openpyxl.chart import BarChart, LineChart, PieChart",
    "from openpyxl.utils.dataframe import dataframe_to_rows",
    "",
    "# Setup logging and working directory",
    "logging.basicConfig(level=logging.INFO)",
    "os.chdir(os.path.dirname(os.path.abspath(__file__)) or '.')",
    "",
    "def load_financial_data():",
    "    # Load and validate JSON data",
    "",
    "def create_worksheet_styles():",
    "    # Define professional styles",
    "",
    "def create_executive_summary(wb, data):",
    "    # Create executive summary with key metrics",
    "",
    "def create_financial_statements(wb, data):",
    "    # Create income statement, balance sheet, cash flow",
    "",
    "def add_charts_and_visualizations(wb, data):",
    "    # Add appropriate charts to worksheets",
    "",
    "def generate_financial_report():",
    "    try:",
    "        data = load_financial_data()",
    "        wb = Workbook()",
    "        create_worksheet_styles()",
    "        create_executive_summary(wb, data)",
    "        create_financial_statements(wb, data)",
    "        add_charts_and_visualizations(wb, data)",
    "        ",
    "        # Save with timestamp",
    "        timestamp = datetime.datetime.now().strftime('%Y%m%d_%H%M%S')",
    "        filename = f'Financial_Report_{timestamp}.xlsx'",
    "        wb.save(filename)",
    "        logging.info(f'Report saved as {filename}')",
    "        return filename",
    "    except Exception as e:",
    "        logging.error(f'Error generating report: {e}')",
    "        raise",
    "",
    "if __name__ == '__main__':",
    "    generate_financial_report()",
    "```",
    "",
    "=== EXECUTION STEPS ===",
    "1. Read and analyze 'arranged_financial_data.json' structure",
    "2. Install required packages: pip_install_package('openpyxl')",
    "3. Create comprehensive Python script with error handling",
    "4. Save script using save_file tool",
    "5. Execute using run_shell_command('python generate_excel_report.py 2>&1')",
    "6. Verify file creation with list_files",
    "7. Validate file size and integrity",
    "8. Report execution results and any issues",
    "",
    "=== SUCCESS CRITERIA ===",
    "✅ Excel file created with timestamp filename",
    "✅ File size >10KB (indicates substantial content)",
    "✅ All worksheets present and formatted professionally",
    "✅ Charts and visualizations included",
    "✅ No execution errors in logs",
    "✅ Data accurately transferred from JSON to Excel",
    "",
    "=== ERROR HANDLING ===",
    "If issues occur:",
    "• Log detailed error information",
    "• Identify root cause (data, formatting, or execution)",
    "• Implement fixes and retry",
    "• Provide clear status updates",
    "",
    "Generate the comprehensive Excel report now."
  ],
  "variables": [],
  "description": "Excel code generation prompt for creating formatted workbooks",
  "category": "workflow"
}