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Document Organization

Execute a single deterministic Python script to harmonize units, create/update metadata, move files to output_data/, and clean up input_data/.

インストール方法を見る

含まれるファイル(4)

  • SKILL.md2.7 KB
  • examples/PYPL_example.md728 B
  • scripts/__pycache__/organize.cpython-311.pyc37.5 KB
  • scripts/organize.py26.6 KB

SKILL.md(原文)

インストールする前に、エージェントに与えられる指示の中身を確認できます。

Document Organization (Phase 4)

All organization logic is consolidated into a single script that handles the complete lifecycle: classification parsing, unit harmonization, metadata management, file archival, and input cleanup.

  1. Execute the script: python skills/document_organization/scripts/organize.py {markdown_file}
  2. Verify no errors were thrown.

What the Script Does

StepActionDetails
1Read ClassificationExtracts ticker, company name, document type, dates, currency from the classification table
2Harmonize UnitsDetects prevailing unit from BS/IS, converts Shares Outstanding and Organic Growth values if they differ. Supports: ones, thousands, ten_thousands (万), millions, hundred_millions (億), billions
3Read Financial SummaryExtracts Revenue, EBITA, NOPAT, ROIC, Growth etc. for metadata
4Create/Update MetadataCreates or updates output_data/TICKER/TICKER_metadata.md with document entry + financial history row. Handles deduplication and date sorting
5Move & CleanupMoves .md and .pdf from processing_data/ → output_data/TICKER/ (removing _temp suffix). Deletes matching source PDF from input_data/
6VerifyConfirms destination files exist and source files are removed

Unit Conversion Reference

The script uses a deterministic conversion table:

UnitFactor to OnesAlias
ones1—
thousands1,000thousand
ten_thousands10,000万
millions1,000,000million
hundred_millions100,000,000億
billions1,000,000,000billion

Metadata Management

  • New ticker: Creates TICKER_metadata.md with header, processed documents table, and financial history table
  • Existing ticker: Appends new rows, sorts by period end date, deduplicates by time period (re-processing overwrites)
  • Last Updated field is always refreshed

Error Handling

  • Missing source files → warns and continues
  • Unknown units → raises ValueError with descriptive message
  • Duplicate time periods → replaces existing row (re-processing scenario)
  • Missing input_data/ files → logs info message (may have been manually cleaned)

Cross-Document Date Healing

Date healing (checking fiscal calendar consistency) is NOT automated by this script. If the agent identifies date inconsistencies after reviewing the metadata, it should flag them manually in the metadata file per the original SKILL instructions (Step 6 of the legacy spec).

レビュー

まだレビューはありません。使ってみた感想をお寄せください。

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