doc-generate

---

name: doc-generate description: Generate planning documents from a company-brain vault. Ships 21 generators: full MRD (markdown / html / docx) and one-pager (markdown / html); plus 19 scaffolds for PID, project-charter, stakeholder-register, risk-register, status-report, meeting-minutes, lessons-learned, business-plan, sales-battle-card, competitive-brief, ifu-comparison, decision-log, press-release, investor-update, onboarding-doc, srd, srs, hrs, risk-brainstorm. Profile-aware — medical-device-only docs (risk-register, ifu-comparison, risk-brainstorm) reject non-medical-device vaults. All output is idempotent and lands under /exports/.

doc-generate

This skill turns the typed vault into planning documents. The vault is the source of truth; the documents are derived artifacts you can regenerate any time and that get committed under <vault>/exports/.

You do not write document content by hand. The generators read the schema, pull the right typed nodes, and emit consistent, profile-aware output. Your job is to invoke the right cb render command and surface any issues to the user.

Before any render

1. Confirm the vault path. Default: current working directory. Refuse politely if there is no _system/PROFILE.md — that's the marker of a vault.
2. Run cb validate --path <vault> first. A vault with errors will still render, but uncited claims and broken edges will surface in the output. If validate reports errors, tell the user and offer to fix them via intake or atomize before generating.
3. Confirm the active profile. Run cb describe-profile --path <vault> to know whether medical-device-only sections will appear. The profile decides which sections render.

What ships today (21 generators)

Full implementations (v0.3.0)

Document	Markdown	HTML	DOCX	Profile
Marketing Requirements Document (MRD)	✅	✅	✅	all
One-pager	✅	✅	—	all

Scaffolds (v0.4.0)

Runnable templates that query the right typed nodes, fill in what they can, and flag the output as a scaffold in the footer. Adopters fill in the placeholders by hand. Full per-doc implementations land in v1.x.

Document	CLI name	Profile	Length norm
PID (Project Initiation Document)	pid	all	2–4 pages
Project charter	project-charter	all	1 page
Stakeholder register	stakeholder-register	all	1–2 pages (table)
Risk register (planning)	risk-register	medical-device	1–3 pages
Status report	status-report	all	1 page
Meeting minutes	meeting-minutes	all	1 page (not 12)
Lessons learned / close-out	lessons-learned	all	1–2 pages
Business plan	business-plan	all	8–15 pages
Sales battle card (per competitor)	sales-battle-card	all	1–2 pages
Competitive brief	competitive-brief	all	3–5 pages
IFU comparison report	ifu-comparison	medical-device	2–4 pages
Decision log / ADR roll-up	decision-log	all	1–10 pages
Press release / launch	press-release	all	1 page
Investor update	investor-update	all	1–2 pages
Onboarding doc	onboarding-doc	all	3–6 pages
System Requirements Document (SRD)	srd	all	5–15 pages
Software Requirements Specification (SRS)	srs	all	5–20 pages
Hardware Requirements Specification (HRS)	hrs	all	5–20 pages
Risk brainstorm	risk-brainstorm	medical-device	2–4 pages

Scaffolds support markdown and html formats. Docx and xlsx ship per-doc with the v1.x full implementations.

The one-pager does not ship a docx writer (PRD §11 — a one-page leave-behind is better as markdown or html).

Rendering

cb render <doc> [--path <vault>] [--out <file>] [--format markdown|html|docx]

MRD

cb render mrd                                     # markdown → <vault>/exports/MRD.md
cb render mrd --format html                       # HTML     → <vault>/exports/MRD.html
cb render mrd --format docx                       # DOCX     → <vault>/exports/MRD.docx
cb render mrd --out /tmp/board-mrd.md             # custom path

The MRD has the section structure documented in PRD §11. Profile-conditional sections (IFU, Regulatory landscape) are omitted entirely when the active profile isn't medical-device — not rendered empty, not stubbed out.

One-pager

cb render one-pager                                # markdown → <vault>/exports/one-pager.md
cb render one-pager --format html                  # HTML     → <vault>/exports/one-pager.html

The one-pager picks: the first product by id, the highest-confidence positive pillar (non-goal-excluded), the first persona, the feature most related to the primary product, and the first customer-interview source. When any of those is missing, the section degrades to a hint like "Run intake persona to define one."

Scaffolds

Every scaffold follows the same shape: cb render <doc-name> [--format markdown|html]. Each lands under <vault>/exports/<doc-name>.<ext> by default.

cb render pid                                      # → <vault>/exports/pid.md
cb render project-charter
cb render stakeholder-register
cb render risk-register                            # medical-device only
cb render status-report
cb render meeting-minutes
cb render lessons-learned
cb render business-plan
cb render sales-battle-card                        # → sales-battle-card-<first-competitor-id>.md
cb render sales-battle-card --competitor competitor-pulseguard-medical
cb render competitive-brief
cb render ifu-comparison                           # medical-device only
cb render decision-log
cb render press-release
cb render investor-update
cb render onboarding-doc
cb render srd
cb render srs
cb render hrs
cb render risk-brainstorm                          # medical-device only

Scaffold conventions:

• Each output ends with the line: "v0.4.0 scaffold — full implementation pending in v1.x. Adopters: fill in the placeholders below and re-run cb render."
• Sections that have populated typed nodes (e.g. stakeholder-register finds stakeholder nodes) render real content with [node-id] citations.
• Sections that have no inputs degrade to bracketed placeholders for adopters to fill in, with a hint pointing at the right intake sub-mode.
• Medical-device-only scaffolds (risk-register, ifu-comparison, risk-brainstorm) raise a clear error when invoked under any other profile.
• The sales-battle-card is per-competitor — without --competitor, the first competitor by id is chosen and embedded in the output filename so multiple cards can coexist.
• Scaffolds support markdown and html. Docx and xlsx ship per-doc with the v1.x full implementations.

What this skill does NOT do

• Does not modify vault nodes. For knowledge capture, use the intake skill. For document ingestion, use atomize.

• Does not push to git. The user (or their team) decides when to commit exports/. If they want a commit, ask first and propose a structured message naming what got regenerated.

• Does not bypass the controlled-document boundary. The MRD and one-pager are planning artifacts. When the active profile is medical-device, every generated document carries the footer:

  This is a planning artifact. It is not a controlled document and is not part of any design history file, risk management file, or traceability matrix per ISO 14971, IEC 62304, or 21 CFR 820.

  Do not strip that footer. If the user asks for a controlled document, refuse and explain — company-brain is for the layer above the QMS.

• Does not invent content. If a section reads sparsely (e.g. "No personas captured yet"), the right answer is to run intake persona and re-render, not to hand-edit the output.

Branding integration

The generators read from <vault>/_branding/:

• colors.yaml — palette (primary, secondary, accent, text, background, muted) + typography (font_family_headings, font_family_body). Defaults are used for any field not set.
• logo.png / logo.jpg / logo.svg — picked up if present. The HTML wrapper does not currently embed it; the docx writer does not currently embed it. Both are intentional v0.3.0 simplifications and can be lifted later.
• templates/<doc>.md.j2 — overrides the bundled template by name. A vault that drops a custom mrd.md.j2 here gets full control over MRD content shape without changing the codebase.
• templates/html-wrapper.html.j2 — overrides the bundled HTML shell. A vault can wrap its docs in its own page chrome (header, nav, custom CSS) without touching company-brain.

Idempotency

Re-running a generator on an unchanged vault produces byte-identical output modulo the single generation-date line in the footer. This is the contract:

• The same vault + the same --date flag → identical markdown bytes, identical HTML bytes.
• DOCX files are byte-identical too — the writer normalizes the docx core properties (<dcterms:created>, <dcterms:modified>, author) to the pinned date / a stable string, and re-packs the underlying zip with deterministic entry order and a fixed (1980-01-01) per-entry timestamp.
• This is what makes git diffs on exports/ meaningful — you can tell what content changed by reading the diff, not just "the docs regenerated."

If you generate a doc, the user makes some vault changes via intake, and you regenerate, the diff in exports/MRD.md shows exactly which sections the new nodes affected. That's the whole point.

After rendering

• Report the output path and size to the user.
• If cb validate had errors before render, remind the user to fix them.
• If the user wants the docs committed, ask first, then git add exports/ && git commit -m "Regenerate MRD and one-pager". Don't push.

What to do when something goes wrong

• cb render fails with VaultNotFoundError. The path isn't a vault. Confirm _system/PROFILE.md exists.
• cb render fails with template not found. A vault override at _branding/templates/ may have a syntax error; check the file. If no override exists, the bundled template is missing — reinstall company-brain.
• Output reads sparsely. The vault is sparse for the doc's input set. Don't paper over it — surface the gaps. For the MRD, the "Uncited claims" subsection in §8 is the authoritative list of nodes lacking sources.
• A non-goal pillar shows in the wrong section. Non-goal classification is by tag: non-goal (primary) or title prefix "Non-Goal" (fallback). If a pillar should be classified as non-goal but isn't, add the tag and re-render.
• The docx is missing formatting you expected. The docx writer covers headings, paragraphs, bullets, blockquotes, tables, and inline bold/code. Ordered lists, nested lists, fenced code, and links pass through as plain text. If you need more, raise an issue rather than hand-editing the docx.