- name
- customer-card-render
- description
- Generate customer-card PowerPoint content YAML from Design Thinking canonical artifacts and build using the shared PowerPoint skill pipeline
- license
- MIT
- compatibility
- Requires Python 3.11+, uv, and the experimental powerpoint skill
- metadata
- {"authors":"microsoft/hve-core","spec_version":"1.0","last_updated":"2026-10-02"}
# Customer Card Render Skill
Converts canonical Design Thinking markdown artifacts into PowerPoint skill `content.yaml` slide definitions and builds the final deck through the shared PowerPoint build pipeline.
## Overview
This skill is a sibling to the experimental powerpoint skill. It handles the Design Thinking-specific mapping layer: extracting sections from canonical markdown artifacts and filling template-driven `content.yaml` files. The PowerPoint skill then owns layout rendering, theming, export, and validation.
Keeping these concerns separate means:
* Customer-card mapping logic stays independent from general PowerPoint capabilities.
* The skill can be included in packages independently.
* Layout primitives, `Invoke-PptxPipeline.ps1`, theming, and validation behavior are not reimplemented here.
For full PowerPoint pipeline documentation, activate the `powerpoint` skill by name. When it does not resolve, warn the user that the pipeline documentation and build behavior are unavailable and stop rather than reimplementing them here.
## Prerequisites
* Python 3.11+
* `uv` package manager — install with one of:
```bash
# macOS / Linux
curl -LsSf https://astral.sh/uv/install.sh | sh
# Windows
powershell -ExecutionPolicy ByPass -c "irm https://astral.sh/uv/install.ps1 | iex"
# Via pip (fallback)
pip install uv
```
* The experimental `powerpoint` skill, activated by name, for the `Invoke-PptxPipeline.ps1` build step. When it does not resolve, warn the user that the build step is unavailable and stop.
## Directory Structure
```text
.github/skills/experimental/customer-card-render/
├── SKILL.md
├── pyproject.toml
├── references/
│ └── mapping-spec.md
├── scripts/
│ └── generate_cards.py
├── templates/
│ ├── global-style.yaml
│ ├── persona.content.yaml
│ ├── problem.content.yaml
│ ├── scenario.content.yaml
│ ├── use-case-slide1.content.yaml
│ ├── use-case-slide2.content.yaml
│ ├── use-case-slide3.content.yaml
│ └── vision.content.yaml
└── tests/
├── fuzz_harness.py
└── test_generate_cards.py
```
## Supported Artifact Types
| Artifact Type | Slide Layout |
|-------------------|--------------------------|
| Vision Statement | Single slide |
| Problem Statement | Single slide |
| Scenario | Single slide |
| Use Case | **4 slides** (see below) |
| Persona | Single slide |
### Use Case 4-Slide Layout
Each Use Case expands into 4 consecutive slides with distinct sections:
| Slide | Content |
|-------------|------------------------------------------------------------------------------|
| **Slide 1** | Use Case Description, Use Case Overview, Business Value, Primary User |
| **Slide 2** | Secondary User, Preconditions, Steps, Data Requirements |
| **Slide 3** | Equipment Requirements, Operating Environment, Success Criteria, Pain Points |
| **Slide 4** | Extensions, Evidence |
Cards are ordered by artifact type (Vision → Problem → Scenario → Use Case → Persona), then alphabetically by title within each type. Use Cases appear with all 4 slides consecutive (Slide N, N+1, N+2, N+3).
## Two-Command Flow
### Step 1: Generate slide YAML from canonical markdown
```bash
python "<customer-card-render-skill-root>/scripts/generate_cards.py" \
--canonical-dir .copilot-tracking/dt/<project-slug>/canonical \
--output-dir .copilot-tracking/dt/<project-slug>/render/content
```
Resolve `<customer-card-render-skill-root>` from the loaded skill location before running the command.
#### generate_cards.py CLI Reference
| Flag | Required | Default | Description |
|-------------------|----------|--------------------------------|---------------------------------------------------|
| `--canonical-dir` | No | `<skill-root>/canonical` | Directory containing canonical DT markdown files |
| `--output-dir` | No | `<skill-root>/scripts/content` | Directory to write generated `content.yaml` files |
| `-v`, `--verbose` | No | — | Enable debug-level logging |
The script reads each markdown file in `--canonical-dir`, detects the artifact type from frontmatter, extracts required sections, and generates `content.yaml` files. Vision, Problem, Scenario, and Persona artifacts produce one slide each. Use Case artifacts produce 4 consecutive slides per use case.
For the section-to-field mapping contract and Use Case 4-slide layout details, see [references/mapping-spec.md](references/mapping-spec.md).
### Step 2: Build PPTX using the PowerPoint skill pipeline
Activate the `powerpoint` skill by name and hand it the build, supplying these three inputs:
* Content directory: `.copilot-tracking/dt/<project-slug>/render/content`
* Style path: `.copilot-tracking/dt/<project-slug>/render/content/global/style.yaml`
* Output path: `.copilot-tracking/dt/<project-slug>/render/output/customer-cards.pptx`
The `powerpoint` skill owns the `Invoke-PptxPipeline.ps1` orchestrator, its parameter reference, template usage, validation, and export options, and it manages virtual environment setup and dependency installation automatically via `uv sync`. When that skill is unavailable, warn the user that the build step cannot run and stop rather than invoking the pipeline from a guessed location.
## DT Coach Integration
The `dt-coaching-foundation` skill's `canonical-deck` reference provides opt-in workflow integration for the Design Thinking coaching agent. When a user opts in, the coaching agent offers to build customer cards at method exit points. The two-command flow above runs as part of that workflow with `--canonical-dir` and `--output-dir` resolved from the active DT project slug in `.copilot-tracking/dt/`.
Canonical artifacts are produced by the DT coach and live under `.copilot-tracking/dt/<project-slug>/canonical/`.
## Running Tests
```bash
cd "<customer-card-render-skill-root>"
uv sync --group dev
uv run pytest tests/
```
Tests cover parsing, template selection, YAML emission, and regressions. The `tests/fuzz_harness.py` file is an Atheris polyglot fuzz harness for OSSF Scorecard compliance.
## Content Fidelity Note: Use Case Cards
Use Case cards are split across 3 opinionated slides, each with dedicated sections:
- **Slide 1**: Introduces the use case with Description, Overview, Business Value, and Primary User
- **Slide 2**: Details execution with Secondary User, Preconditions, Steps, and Data Requirements
- **Slide 3**: Captures quality criteria with Equipment Requirements, Operating Environment, Success Criteria, Pain Points, and Evidence
This structure ensures all 16 Use Case sections fit legibly across 4 slides without compression. Each section appears in its own textbox with appropriate styling and heading.
For complete mapping details, see [references/mapping-spec.md](references/mapping-spec.md).
## Troubleshooting
| Issue | Cause | Solution |
|---------------------------------|-------------------------------------------|--------------------------------------------------------------------------------------------------------------------------|
| `uv` not found | uv not installed | Run `curl -LsSf https://astral.sh/uv/install.sh \| sh` (macOS/Linux) or `pip install uv` |
| Python not found by uv | No Python 3.11+ on PATH | Run `uv python install 3.11` |
| Template not found | `--canonical-dir` contains unknown type | Check frontmatter `type:` field against supported artifact types |
| Empty output directory | No canonical markdown files found | Confirm `--canonical-dir` path and that files have `---` frontmatter |
| PPTX build fails after generate | PowerPoint skill missing or not activated | Activate the `powerpoint` skill by name. When its content does not arrive, stop and report the build step as unavailable |
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