문서 대시보드·DOCX 스타일맵·PPT 골든 회귀를 고도화하고 검증 추가

- ExcelSkill에 summary_sheet 기반 Dashboard 시트 생성을 추가해 Summary -> Dashboard -> Detail 시트 흐름을 지원 - ArtifactQualityReviewService workbook 리뷰에 dashboard 존재 여부를 반영하고 multi-sheet workbook 보완 포인트를 강화 - DocumentAssemblerTool style_map 범위를 cover_subtitle/callout/table_header까지 확장해 템플릿 기반 DOCX 조립 품질을 개선 - Excel/DOCX/PPT 회귀 테스트를 확장하고 PptxSkillGoldenDeckTests를 추가해 strong deck 품질 기준을 고정 - README.md와 docs/DEVELOPMENT.md에 2026-04-14 23:25 (KST) 기준 작업 이력과 검증 명령을 반영 검증 결과 - dotnet build src/AxCopilot/AxCopilot.csproj -c Release -v minimal -p:OutputPath=bin\\verify_doc_next4\\ -p:IntermediateOutputPath=obj\\verify_doc_next4\\ : 경고 0 / 오류 0 - dotnet test src/AxCopilot.Tests/AxCopilot.Tests.csproj -c Release -v minimal --filter ArtifactQualityReviewServiceTests|DocumentAssemblerStyleMapTests|DocumentAssemblerDocxFeaturesTests|DocumentAssemblerSemanticTests|ExcelSkillDashboardSummaryTests|ExcelSkillSummarySheetTests|ExcelSkillExecutiveSummaryLinkTests|ExcelSkillDataValidationTests|ExcelSkillConditionalFormattingTests|HtmlSkillPrintFrameTests|HtmlSkillConsultingSectionsTests|DeckQualityReviewServiceTests|PptxSkillAutoRepairTests|PptxSkillConsultingDeckTests|PptxSkillGoldenDeckTests -p:OutputPath=bin\\verify_doc_next4_tests\\ -p:IntermediateOutputPath=obj\\verify_doc_next4_tests\\ : 통과 20
2026-04-14 23:26:59 +09:00
parent 2e36f2fef1
commit 116c420bf6
9 changed files with 369 additions and 35 deletions
--- a/README.md
+++ b/README.md
@@ -1838,3 +1838,12 @@ MIT License
 - 테스트로 [ExcelSkillDashboardSummaryTests.cs](/E:/AX%20Copilot%20-%20Codex/src/AxCopilot.Tests/Services/ExcelSkillDashboardSummaryTests.cs), [HtmlSkillPrintFrameTests.cs](/E:/AX%20Copilot%20-%20Codex/src/AxCopilot.Tests/Services/HtmlSkillPrintFrameTests.cs), [DeckQualityReviewServiceTests.cs](/E:/AX%20Copilot%20-%20Codex/src/AxCopilot.Tests/Services/DeckQualityReviewServiceTests.cs)를 확장해 trend dashboard, default print frame, slide-level alert를 회귀 검증했습니다.
 - 검증: `dotnet build src/AxCopilot/AxCopilot.csproj -c Release -v minimal -p:OutputPath=bin\\verify_doc_next3\\ -p:IntermediateOutputPath=obj\\verify_doc_next3\\` 경고 0 / 오류 0
 - 검증: `dotnet test src/AxCopilot.Tests/AxCopilot.Tests.csproj -c Release -v minimal --filter "DeckQualityReviewServiceTests|PptxSkillAutoRepairTests|PptxSkillConsultingDeckTests|ExcelSkillDashboardSummaryTests|ExcelSkillSummarySheetTests|HtmlSkillPrintFrameTests|HtmlSkillConsultingSectionsTests|ArtifactQualityReviewServiceTests" -p:OutputPath=bin\\verify_doc_next3_tests\\ -p:IntermediateOutputPath=obj\\verify_doc_next3_tests\\` 통과 13
+
+업데이트: 2026-04-14 23:25 (KST)
+- 문서 고도화 다음 단계를 반영했습니다. [ExcelSkill.cs](/E:/AX%20Copilot%20-%20Codex/src/AxCopilot/Services/Agent/ExcelSkill.cs)는 `summary_sheet.dashboard_sheet_name`과 `trend_series`를 기반으로 summary 시트 앞뒤에 별도 `Dashboard` 시트를 생성합니다. decision summary, scorecards, trend dashboard, detail-sheet links를 실제 워크북 시트로 분리해 multi-sheet 보고서형 workbook 완성도를 높였습니다.
+- 같은 파일의 workbook review 입력과 [ArtifactQualityReviewService.cs](/E:/AX%20Copilot%20-%20Codex/src/AxCopilot/Services/Agent/ArtifactQualityReviewService.cs)는 `HasDashboardSheet`를 인식하도록 확장됐습니다. summary sheet만 있고 dashboard가 없는 multi-sheet workbook은 개선 포인트로 잡고, dashboard가 있으면 강점으로 점수화합니다.
+- [DocumentAssemblerTool.cs](/E:/AX%20Copilot%20-%20Codex/src/AxCopilot/Services/Agent/DocumentAssemblerTool.cs)는 `style_map`을 `cover_subtitle`, `callout`, `table_header`까지 확장했습니다. 이제 템플릿 기반 DOCX 조립에서 cover subtitle, 강조 블록, 표 헤더 문단도 사내 Word 스타일을 직접 따를 수 있습니다.
+- 테스트로 [DocumentAssemblerStyleMapTests.cs](/E:/AX%20Copilot%20-%20Codex/src/AxCopilot.Tests/Services/DocumentAssemblerStyleMapTests.cs)를 확장해 subtitle/callout/table header style 적용을 검증했고, [ExcelSkillDashboardSummaryTests.cs](/E:/AX%20Copilot%20-%20Codex/src/AxCopilot.Tests/Services/ExcelSkillDashboardSummaryTests.cs)는 실제 `Dashboard` 시트 생성과 링크 텍스트까지 확인하도록 보강했습니다.
+- [PptxSkillGoldenDeckTests.cs](/E:/AX%20Copilot%20-%20Codex/src/AxCopilot.Tests/Services/PptxSkillGoldenDeckTests.cs)를 추가해 strong board deck이 `PPT quality` 요약을 안정적으로 반환하고 불필요한 `Slide alerts` 없이 통과하는지 golden 회귀로 고정했습니다.
+- 검증: `dotnet build src/AxCopilot/AxCopilot.csproj -c Release -v minimal -p:OutputPath=bin\\verify_doc_next4\\ -p:IntermediateOutputPath=obj\\verify_doc_next4\\` 경고 0 / 오류 0
+- 검증: `dotnet test src/AxCopilot.Tests/AxCopilot.Tests.csproj -c Release -v minimal --filter "ArtifactQualityReviewServiceTests|DocumentAssemblerStyleMapTests|DocumentAssemblerDocxFeaturesTests|DocumentAssemblerSemanticTests|ExcelSkillDashboardSummaryTests|ExcelSkillSummarySheetTests|ExcelSkillExecutiveSummaryLinkTests|ExcelSkillDataValidationTests|ExcelSkillConditionalFormattingTests|HtmlSkillPrintFrameTests|HtmlSkillConsultingSectionsTests|DeckQualityReviewServiceTests|PptxSkillAutoRepairTests|PptxSkillConsultingDeckTests|PptxSkillGoldenDeckTests" -p:OutputPath=bin\\verify_doc_next4_tests\\ -p:IntermediateOutputPath=obj\\verify_doc_next4_tests\\` 통과 20
--- a/docs/DEVELOPMENT.md
+++ b/docs/DEVELOPMENT.md
@@ -910,3 +910,13 @@ UI ?붿옄???洹쒕え 由ы뙥?좊쭅 ???꾪뿕 ?묒뾽 ??湲곕줉???덉쟾
 - 테스트로 [ExcelSkillDashboardSummaryTests.cs](/E:/AX%20Copilot%20-%20Codex/src/AxCopilot.Tests/Services/ExcelSkillDashboardSummaryTests.cs), [HtmlSkillPrintFrameTests.cs](/E:/AX%20Copilot%20-%20Codex/src/AxCopilot.Tests/Services/HtmlSkillPrintFrameTests.cs), [DeckQualityReviewServiceTests.cs](/E:/AX%20Copilot%20-%20Codex/src/AxCopilot.Tests/Services/DeckQualityReviewServiceTests.cs)를 확장했습니다.
 - 검증: `dotnet build src/AxCopilot/AxCopilot.csproj -c Release -v minimal -p:OutputPath=bin\\verify_doc_next3\\ -p:IntermediateOutputPath=obj\\verify_doc_next3\\` 경고 0 / 오류 0
 - 검증: `dotnet test src/AxCopilot.Tests/AxCopilot.Tests.csproj -c Release -v minimal --filter "DeckQualityReviewServiceTests|PptxSkillAutoRepairTests|PptxSkillConsultingDeckTests|ExcelSkillDashboardSummaryTests|ExcelSkillSummarySheetTests|HtmlSkillPrintFrameTests|HtmlSkillConsultingSectionsTests|ArtifactQualityReviewServiceTests" -p:OutputPath=bin\\verify_doc_next3_tests\\ -p:IntermediateOutputPath=obj\\verify_doc_next3_tests\\` 통과 13
+
+업데이트: 2026-04-14 23:25 (KST)
+- [ExcelSkill.cs](/E:/AX%20Copilot%20-%20Codex/src/AxCopilot/Services/Agent/ExcelSkill.cs)는 `summary_sheet.dashboard_sheet_name`과 `trend_series`를 바탕으로 별도 `Dashboard` worksheet를 생성합니다. summary sheet에서 decision summary, scorecards, trend dashboard, detail sheet links를 요약하고, dashboard sheet에서는 이를 한 장의 workbook dashboard로 다시 정리해 summary-only workbook보다 분석/보고 밀도를 높입니다.
+- 같은 파일의 single-sheet / multi-sheet workbook 생성 경로는 dashboard sheet가 있으면 시트 순서를 `Summary -> Dashboard -> Detail...`로 정렬하고, summary hyperlink 수와 total sheet count를 품질 리뷰 입력에 정확히 전달합니다.
+- [ArtifactQualityReviewService.cs](/E:/AX%20Copilot%20-%20Codex/src/AxCopilot/Services/Agent/ArtifactQualityReviewService.cs)의 `WorkbookReviewInput`은 `HasDashboardSheet`를 새로 받습니다. dashboard가 있는 workbook은 강점으로 계산하고, detail sheet가 여러 장인데 dashboard가 없는 경우는 보완 포인트로 돌려줍니다.
+- [DocumentAssemblerTool.cs](/E:/AX%20Copilot%20-%20Codex/src/AxCopilot/Services/Agent/DocumentAssemblerTool.cs)는 `style_map` 지원 범위를 `cover_subtitle`, `callout`, `table_header`까지 넓혔습니다. cover subtitle 문단, 강조 블록 paragraph, 표 header cell paragraph가 사내 DOCX 템플릿 스타일을 실제로 타도록 조립 경로를 연결했습니다.
+- [DocumentAssemblerStyleMapTests.cs](/E:/AX%20Copilot%20-%20Codex/src/AxCopilot.Tests/Services/DocumentAssemblerStyleMapTests.cs)는 title/heading/body뿐 아니라 subtitle/callout/table header 스타일까지 회귀 검증하도록 보강했습니다.
+- [PptxSkillGoldenDeckTests.cs](/E:/AX%20Copilot%20-%20Codex/src/AxCopilot.Tests/Services/PptxSkillGoldenDeckTests.cs)를 추가해 strong board deck이 `PPT quality` 요약을 안정적으로 반환하고 불필요한 `Slide alerts` 없이 통과하는지 golden regression으로 고정했습니다.
+- 검증: `dotnet build src/AxCopilot/AxCopilot.csproj -c Release -v minimal -p:OutputPath=bin\\verify_doc_next4\\ -p:IntermediateOutputPath=obj\\verify_doc_next4\\` 경고 0 / 오류 0
+- 검증: `dotnet test src/AxCopilot.Tests/AxCopilot.Tests.csproj -c Release -v minimal --filter "ArtifactQualityReviewServiceTests|DocumentAssemblerStyleMapTests|DocumentAssemblerDocxFeaturesTests|DocumentAssemblerSemanticTests|ExcelSkillDashboardSummaryTests|ExcelSkillSummarySheetTests|ExcelSkillExecutiveSummaryLinkTests|ExcelSkillDataValidationTests|ExcelSkillConditionalFormattingTests|HtmlSkillPrintFrameTests|HtmlSkillConsultingSectionsTests|DeckQualityReviewServiceTests|PptxSkillAutoRepairTests|PptxSkillConsultingDeckTests|PptxSkillGoldenDeckTests" -p:OutputPath=bin\\verify_doc_next4_tests\\ -p:IntermediateOutputPath=obj\\verify_doc_next4_tests\\` 통과 20
--- a/src/AxCopilot.Tests/Services/ArtifactQualityReviewServiceTests.cs
+++ b/src/AxCopilot.Tests/Services/ArtifactQualityReviewServiceTests.cs
@@ -71,6 +71,7 @@ public class ArtifactQualityReviewServiceTests
            false,
            false,
            false,
+            false,
            false));

        review.Issues.Should().Contain(issue => issue.Message.Contains("summary sheet", StringComparison.OrdinalIgnoreCase));
--- a/src/AxCopilot.Tests/Services/DocumentAssemblerStyleMapTests.cs
+++ b/src/AxCopilot.Tests/Services/DocumentAssemblerStyleMapTests.cs
@@ -28,7 +28,10 @@ public class DocumentAssemblerStyleMapTests
                stylePart.Styles = new Styles(
                    new Style { Type = StyleValues.Paragraph, StyleId = "DeckTitle", CustomStyle = true },
                    new Style { Type = StyleValues.Paragraph, StyleId = "DeckHeading1", CustomStyle = true },
-                    new Style { Type = StyleValues.Paragraph, StyleId = "DeckBody", CustomStyle = true });
+                    new Style { Type = StyleValues.Paragraph, StyleId = "DeckBody", CustomStyle = true },
+                    new Style { Type = StyleValues.Paragraph, StyleId = "DeckSubtitle", CustomStyle = true },
+                    new Style { Type = StyleValues.Paragraph, StyleId = "DeckCallout", CustomStyle = true },
+                    new Style { Type = StyleValues.Paragraph, StyleId = "DeckTableHeader", CustomStyle = true });
                stylePart.Styles.Save();
                mainPart.Document.Save();
            }
@@ -48,13 +51,17 @@ public class DocumentAssemblerStyleMapTests
                  "title": "Board Update",
                  "format": "docx",
                  "template_path": "style-template.docx",
+                  "cover_subtitle": "Quarterly Steering Pack",
                  "style_map": {
                    "title": "DeckTitle",
                    "heading1": "DeckHeading1",
-                    "body": "DeckBody"
+                    "body": "DeckBody",
+                    "cover_subtitle": "DeckSubtitle",
+                    "callout": "DeckCallout",
+                    "table_header": "DeckTableHeader"
                  },
                  "sections": [
-                    { "heading": "1. Executive Summary", "level": 1, "content": "<p>Margins improved across key accounts.</p>" }
+                    { "heading": "1. Executive Summary", "level": 1, "content": "<p>Margins improved across key accounts.</p><div class=\"callout-info\">Focus on margin recovery</div><table><tr><th>Metric</th><th>Value</th></tr><tr><td>Margin</td><td>18%</td></tr></table>" }
                  ]
                }
                """).RootElement;
@@ -69,12 +76,28 @@ public class DocumentAssemblerStyleMapTests
            paragraphs.First(paragraph => paragraph.InnerText == "Board Update")
                .ParagraphProperties?.ParagraphStyleId?.Val?.Value
                .Should().Be("DeckTitle");
+            paragraphs.First(paragraph => paragraph.InnerText == "Quarterly Steering Pack")
+                .ParagraphProperties?.ParagraphStyleId?.Val?.Value
+                .Should().Be("DeckSubtitle");
            paragraphs.First(paragraph => paragraph.InnerText == "1. Executive Summary")
                .ParagraphProperties?.ParagraphStyleId?.Val?.Value
                .Should().Be("DeckHeading1");
            paragraphs.First(paragraph => paragraph.InnerText.Contains("Margins improved"))
                .ParagraphProperties?.ParagraphStyleId?.Val?.Value
                .Should().Be("DeckBody");
+            paragraphs.First(paragraph => paragraph.InnerText.Contains("Focus on margin recovery"))
+                .ParagraphProperties?.ParagraphStyleId?.Val?.Value
+                .Should().Be("DeckCallout");
+
+            var firstHeaderParagraph = doc.MainDocumentPart.Document.Body!
+                .Descendants<Table>()
+                .First()
+                .Descendants<TableRow>()
+                .First()
+                .Descendants<Paragraph>()
+                .First();
+            firstHeaderParagraph.ParagraphProperties?.ParagraphStyleId?.Val?.Value
+                .Should().Be("DeckTableHeader");
        }
        finally
        {
--- a/src/AxCopilot.Tests/Services/ExcelSkillDashboardSummaryTests.cs
+++ b/src/AxCopilot.Tests/Services/ExcelSkillDashboardSummaryTests.cs
@@ -32,6 +32,7 @@ public class ExcelSkillDashboardSummaryTests
                  "path": "dashboard-review.xlsx",
                  "summary_sheet": {
                    "name": "Summary",
+                    "dashboard_sheet_name": "Dashboard",
                    "title": "Operating Review",
                    "decision_summary": [
                      { "label": "Decision Ask", "value": "Approve regional rollout", "owner": "COO" }
@@ -65,6 +66,9 @@ public class ExcelSkillDashboardSummaryTests

            using var doc = SpreadsheetDocument.Open(Path.Combine(workDir, "dashboard-review.xlsx"), false);
            var workbookPart = doc.WorkbookPart!;
+            workbookPart.Workbook.Sheets!.Elements<Sheet>().Select(sheet => sheet.Name!.Value)
+                .Should().Contain(["Summary", "Dashboard", "Revenue"]);
+
            var summarySheet = workbookPart.Workbook.Sheets!.Elements<Sheet>().First(sheet => sheet.Name == "Summary");
            var summaryPart = (WorksheetPart)workbookPart.GetPartById(summarySheet.Id!);
            var texts = summaryPart.Worksheet.Descendants<Cell>()
@@ -80,6 +84,16 @@ public class ExcelSkillDashboardSummaryTests
            texts.Should().Contain("-10");
            texts.Should().Contain("Revenue");
            texts.Should().Contain("SMB margin pressure");
+
+            var dashboardSheet = workbookPart.Workbook.Sheets!.Elements<Sheet>().First(sheet => sheet.Name == "Dashboard");
+            var dashboardPart = (WorksheetPart)workbookPart.GetPartById(dashboardSheet.Id!);
+            var dashboardTexts = dashboardPart.Worksheet.Descendants<Cell>()
+                .Select(cell => cell.CellValue?.Text)
+                .Where(text => !string.IsNullOrWhiteSpace(text))
+                .ToList();
+            dashboardTexts.Should().Contain("Operating Review Dashboard");
+            dashboardTexts.Should().Contain("Linked Detail Sheets");
+            dashboardTexts.Should().Contain("Open: Revenue");
        }
        finally
        {
--- a/src/AxCopilot.Tests/Services/PptxSkillGoldenDeckTests.cs
+++ b/src/AxCopilot.Tests/Services/PptxSkillGoldenDeckTests.cs
@@ -0,0 +1,124 @@
+using System.IO;
+using System.Text.Json;
+using AxCopilot.Services.Agent;
+using FluentAssertions;
+using Xunit;
+
+namespace AxCopilot.Tests.Services;
+
+public class PptxSkillGoldenDeckTests
+{
+    [Fact]
+    public async Task ExecuteAsync_WithStrongBoardDeck_ShouldReturnStableQualitySummary()
+    {
+        var workDir = Path.Combine(Path.GetTempPath(), "ax-pptx-golden-" + Guid.NewGuid().ToString("N"));
+        Directory.CreateDirectory(workDir);
+
+        try
+        {
+            var tool = new PptxSkill();
+            var context = new AgentContext
+            {
+                WorkFolder = workDir,
+                Permission = "Auto",
+                OperationMode = "external",
+            };
+
+            var args = JsonDocument.Parse(
+                """
+                {
+                  "path": "board-golden.pptx",
+                  "theme": "professional",
+                  "audience": "Executive committee",
+                  "objective": "Approve the phase-1 operating model rollout",
+                  "decision_ask": "Approve the phase-1 rollout and funding release",
+                  "slides": [
+                    {
+                      "layout": "title",
+                      "title": "Operating Model Refresh"
+                    },
+                    {
+                      "layout": "executive_summary",
+                      "title": "Executive Summary",
+                      "headline": "Phase-1 rollout can improve service consistency while protecting margin.",
+                      "summary_points": [
+                        "Three pilot functions account for most process variation and rework.",
+                        "Phase-1 can be delivered without slowing current-quarter commitments.",
+                        "The operating model change is expected to reduce handoff delay by 18%."
+                      ],
+                      "recommendation": "Approve the phase-1 rollout and lock the pilot governance model.",
+                      "kpis": [
+                        { "label": "Cycle Time", "value": "-18%", "trend": "target", "note": "handoff simplification" },
+                        { "label": "Margin", "value": "+2.4pt", "trend": "run-rate", "note": "mix and rework" },
+                        { "label": "On-time Delivery", "value": "96%", "trend": "pilot", "note": "stable" }
+                      ]
+                    },
+                    {
+                      "layout": "comparison",
+                      "title": "Options",
+                      "headline": "A phased rollout balances speed, control, and adoption risk.",
+                      "options": [
+                        { "name": "Pilot only", "pros": "Lowest delivery risk", "cons": "Value capture is delayed", "verdict": "Too cautious" },
+                        { "name": "Phased rollout", "pros": "Balanced speed and control", "cons": "Requires PMO discipline", "verdict": "Recommended" },
+                        { "name": "Full rollout", "pros": "Fastest value capture", "cons": "High adoption risk", "verdict": "Too disruptive" }
+                      ]
+                    },
+                    {
+                      "layout": "roadmap",
+                      "title": "Roadmap",
+                      "headline": "Roll out in three waves with explicit governance checkpoints.",
+                      "phases": [
+                        { "title": "Design", "detail": "Finalize scope, KPIs, and governance", "timeline": "Weeks 1-3", "owner": "PMO" },
+                        { "title": "Pilot", "detail": "Launch pilot functions and refine playbooks", "timeline": "Weeks 4-8", "owner": "Operations" },
+                        { "title": "Scale", "detail": "Expand to the remaining regions", "timeline": "Weeks 9-14", "owner": "Business" }
+                      ]
+                    },
+                    {
+                      "layout": "recommendation",
+                      "title": "Recommendation",
+                      "recommendation": "Approve phase-1 rollout, assign PMO governance, and release pilot funding.",
+                      "summary_points": [
+                        "The phased path protects execution quality while capturing measurable value in-quarter.",
+                        "The pilot governance model can be reused for the scale phase.",
+                        "The decision can be taken now because the key delivery risks are already bounded."
+                      ],
+                      "next_steps": [
+                        "Confirm phase-1 scope this week",
+                        "Launch pilot governance cadence next week",
+                        "Review pilot performance at week 8"
+                      ]
+                    },
+                    {
+                      "layout": "table",
+                      "title": "Appendix & Evidence",
+                      "headers": ["Evidence", "Detail"],
+                      "rows": [
+                        ["Process review", "Pilot teams show the highest rework and handoff load."],
+                        ["Financial impact", "Run-rate margin lift is driven by lower rework and better prioritization."]
+                      ]
+                    }
+                  ]
+                }
+                """).RootElement;
+
+            var result = await tool.ExecuteAsync(args, context, CancellationToken.None);
+
+            result.Success.Should().BeTrue();
+            File.Exists(Path.Combine(workDir, "board-golden.pptx")).Should().BeTrue();
+            result.Output.Should().Contain("PPT quality");
+            result.Output.Should().NotContain("Slide alerts:");
+            result.Output.Should().Contain("Needs work: none");
+        }
+        finally
+        {
+            try
+            {
+                if (Directory.Exists(workDir))
+                    Directory.Delete(workDir, true);
+            }
+            catch
+            {
+            }
+        }
+    }
+}
--- a/src/AxCopilot/Services/Agent/ArtifactQualityReviewService.cs
+++ b/src/AxCopilot/Services/Agent/ArtifactQualityReviewService.cs
@@ -68,6 +68,7 @@ public sealed record WorkbookReviewInput(
    int DataValidationCount,
    int ConditionalFormattingCount,
    bool HasSummarySheet,
+    bool HasDashboardSheet,
    bool HasHighlightSection,
    bool HasActionSection,
    bool HasScorecardSection,
@@ -197,6 +198,7 @@ public static class ArtifactQualityReviewService
        var issues = new List<ArtifactReviewIssue>();

        if (input.HasSummarySheet) strengths.Add("Includes summary sheet");
+        if (input.HasDashboardSheet) strengths.Add("Includes dashboard sheet");
        if (input.DetailSheetCount > 1) strengths.Add($"Contains {input.DetailSheetCount} detail sheets");
        if (input.FormulaCount > 0) strengths.Add($"Includes {input.FormulaCount} formula cell(s)");
        if (input.HyperlinkCount > 0) strengths.Add("Includes navigation links");
@@ -220,6 +222,8 @@ public static class ArtifactQualityReviewService
            issues.Add(new("Conditional formatting is limited for a workbook with enough data to prioritize or flag.", ArtifactReviewSeverity.Info));
        if (input.HasSummarySheet && !input.HasScorecardSection && !input.HasDecisionSection && !input.HasHighlightSection)
            issues.Add(new("Summary sheet could better surface KPIs, decisions, or highlights.", ArtifactReviewSeverity.Info));
+        if (input.HasSummarySheet && input.DetailSheetCount >= 2 && !input.HasDashboardSheet)
+            issues.Add(new("Workbook could benefit from a dashboard sheet to summarize multi-sheet trends.", ArtifactReviewSeverity.Info));

        return BuildReport("xlsx", strengths, issues);
    }
--- a/src/AxCopilot/Services/Agent/DocumentAssemblerTool.cs
+++ b/src/AxCopilot/Services/Agent/DocumentAssemblerTool.cs
@@ -15,7 +15,10 @@ public class DocumentAssemblerTool : IAgentTool
        string? TitleStyle,
        string? Heading1Style,
        string? Heading2Style,
-        string? BodyStyle);
+        string? BodyStyle,
+        string? SubtitleStyle,
+        string? CalloutStyle,
+        string? TableHeaderStyle);

    private static string GetDefaultOutputFormat()
    {
@@ -67,7 +70,7 @@ public class DocumentAssemblerTool : IAgentTool
            ["header"] = new() { Type = "string", Description = "Header text for DOCX output." },
            ["footer"] = new() { Type = "string", Description = "Footer text for DOCX output. Use {page} for page number." },
            ["page_numbers"] = new() { Type = "boolean", Description = "Show page numbers in DOCX footer. Default: true when header or footer is set." },
-            ["style_map"] = new() { Type = "object", Description = "Optional paragraph style map for template-based DOCX assembly. Example: {\"title\":\"Title\",\"heading1\":\"Heading1\",\"heading2\":\"Heading2\",\"body\":\"Normal\"}." },
+            ["style_map"] = new() { Type = "object", Description = "Optional paragraph style map for template-based DOCX assembly. Example: {\"title\":\"Title\",\"heading1\":\"Heading1\",\"heading2\":\"Heading2\",\"body\":\"Normal\",\"cover_subtitle\":\"Subtitle\",\"callout\":\"Quote\",\"table_header\":\"TableHeader\"}." },
        },
        Required = ["path", "title", "sections"]
    };
@@ -421,7 +424,9 @@ public class DocumentAssemblerTool : IAgentTool
                    var cell = new DocumentFormat.OpenXml.Wordprocessing.TableCell();
                    if (isHeader)
                    {
-                        cell.AppendChild(CreateParagraph(cellText, fontSize: "21", bold: true, color: "1F3A5F", fill: "E8EEF8"));
+                        cell.AppendChild(!string.IsNullOrWhiteSpace(styleMap.TableHeaderStyle)
+                            ? CreateParagraph(cellText, fontSize: "21", bold: true, color: "1F3A5F", fill: "E8EEF8", styleId: styleMap.TableHeaderStyle)
+                            : CreateParagraph(cellText, fontSize: "21", bold: true, color: "1F3A5F", fill: "E8EEF8"));
                    }
                    else
                    {
@@ -488,7 +493,7 @@ public class DocumentAssemblerTool : IAgentTool

        var includeCover = !string.IsNullOrWhiteSpace(coverSubtitle);
        if (includeCover)
-            AppendAssemblerCoverPage(body, title, coverSubtitle!, styleMap.TitleStyle);
+            AppendAssemblerCoverPage(body, title, coverSubtitle!, styleMap.TitleStyle, styleMap.SubtitleStyle);
        else
            body.AppendChild(CreateTitleParagraph(title));

@@ -601,7 +606,13 @@ public class DocumentAssemblerTool : IAgentTool
                else if (Regex.IsMatch(block, @"^<(blockquote|div)", RegexOptions.IgnoreCase))
                {
                    var fill = Regex.IsMatch(block, "highlight-box", RegexOptions.IgnoreCase) ? "FFF7DA" : "EDF4FF";
-                    body.AppendChild(CreateParagraph(ExtractStructuredText(block), fontSize: "21", bold: true, color: "1F3A5F", fill: fill));
+                    body.AppendChild(CreateParagraph(
+                        ExtractStructuredText(block),
+                        fontSize: "21",
+                        bold: true,
+                        color: "1F3A5F",
+                        fill: fill,
+                        styleId: styleMap.CalloutStyle));
                    if (Regex.IsMatch(block, "highlight-box", RegexOptions.IgnoreCase))
                        highlightCount++;
                    else
@@ -705,13 +716,16 @@ public class DocumentAssemblerTool : IAgentTool
        JsonElement styleMapArg)
    {
        if (styleMapArg.ValueKind != JsonValueKind.Object)
-            return new AssemblerDocxStyleMap(null, null, null, null);
+            return new AssemblerDocxStyleMap(null, null, null, null, null, null, null);

        return new AssemblerDocxStyleMap(
            FindAssemblerStyle(mainPart, styleMapArg.SafeTryGetProperty("title", out var titleEl) ? titleEl.SafeGetString() : null),
            FindAssemblerStyle(mainPart, styleMapArg.SafeTryGetProperty("heading1", out var heading1El) ? heading1El.SafeGetString() : null),
            FindAssemblerStyle(mainPart, styleMapArg.SafeTryGetProperty("heading2", out var heading2El) ? heading2El.SafeGetString() : null),
-            FindAssemblerStyle(mainPart, styleMapArg.SafeTryGetProperty("body", out var bodyEl) ? bodyEl.SafeGetString() : null));
+            FindAssemblerStyle(mainPart, styleMapArg.SafeTryGetProperty("body", out var bodyEl) ? bodyEl.SafeGetString() : null),
+            FindAssemblerStyle(mainPart, styleMapArg.SafeTryGetProperty("cover_subtitle", out var subtitleEl) ? subtitleEl.SafeGetString() : null),
+            FindAssemblerStyle(mainPart, styleMapArg.SafeTryGetProperty("callout", out var calloutEl) ? calloutEl.SafeGetString() : null),
+            FindAssemblerStyle(mainPart, styleMapArg.SafeTryGetProperty("table_header", out var tableHeaderEl) ? tableHeaderEl.SafeGetString() : null));
    }

    private static string? FindAssemblerStyle(
@@ -732,7 +746,7 @@ public class DocumentAssemblerTool : IAgentTool
            : null;
    }

-    private static void AppendAssemblerCoverPage(DocumentFormat.OpenXml.Wordprocessing.Body body, string title, string subtitle, string? titleStyleId)
+    private static void AppendAssemblerCoverPage(DocumentFormat.OpenXml.Wordprocessing.Body body, string title, string subtitle, string? titleStyleId, string? subtitleStyleId)
    {
        var titleParagraphProperties = new DocumentFormat.OpenXml.Wordprocessing.ParagraphProperties
        {
@@ -762,24 +776,30 @@ public class DocumentAssemblerTool : IAgentTool
        titleRun.Append(new DocumentFormat.OpenXml.Wordprocessing.Text(title));
        body.Append(new DocumentFormat.OpenXml.Wordprocessing.Paragraph(titleParagraphProperties, titleRun));

-        body.Append(new DocumentFormat.OpenXml.Wordprocessing.Paragraph(
-            new DocumentFormat.OpenXml.Wordprocessing.ParagraphProperties
+        var subtitleParagraphProperties = new DocumentFormat.OpenXml.Wordprocessing.ParagraphProperties
+        {
+            Justification = new DocumentFormat.OpenXml.Wordprocessing.Justification
            {
-                Justification = new DocumentFormat.OpenXml.Wordprocessing.Justification
-                {
-                    Val = DocumentFormat.OpenXml.Wordprocessing.JustificationValues.Center
-                },
-                SpacingBetweenLines = new DocumentFormat.OpenXml.Wordprocessing.SpacingBetweenLines
-                {
-                    After = "260"
-                }
+                Val = DocumentFormat.OpenXml.Wordprocessing.JustificationValues.Center
            },
-            new DocumentFormat.OpenXml.Wordprocessing.Run(
-                new DocumentFormat.OpenXml.Wordprocessing.RunProperties(
-                    new DocumentFormat.OpenXml.Wordprocessing.FontSize { Val = "26" },
-                    new DocumentFormat.OpenXml.Wordprocessing.Color { Val = "5B6472" },
-                    new DocumentFormat.OpenXml.Wordprocessing.RunFonts { Ascii = "맑은 고딕", HighAnsi = "맑은 고딕", EastAsia = "맑은 고딕" }),
-                new DocumentFormat.OpenXml.Wordprocessing.Text(subtitle))));
+            SpacingBetweenLines = new DocumentFormat.OpenXml.Wordprocessing.SpacingBetweenLines
+            {
+                After = "260"
+            }
+        };
+        if (!string.IsNullOrWhiteSpace(subtitleStyleId))
+            subtitleParagraphProperties.ParagraphStyleId = new DocumentFormat.OpenXml.Wordprocessing.ParagraphStyleId { Val = subtitleStyleId };
+
+        var subtitleRun = new DocumentFormat.OpenXml.Wordprocessing.Run();
+        if (string.IsNullOrWhiteSpace(subtitleStyleId))
+        {
+            subtitleRun.Append(new DocumentFormat.OpenXml.Wordprocessing.RunProperties(
+                new DocumentFormat.OpenXml.Wordprocessing.FontSize { Val = "26" },
+                new DocumentFormat.OpenXml.Wordprocessing.Color { Val = "5B6472" },
+                new DocumentFormat.OpenXml.Wordprocessing.RunFonts { Ascii = "맑은 고딕", HighAnsi = "맑은 고딕", EastAsia = "맑은 고딕" }));
+        }
+        subtitleRun.Append(new DocumentFormat.OpenXml.Wordprocessing.Text(subtitle));
+        body.Append(new DocumentFormat.OpenXml.Wordprocessing.Paragraph(subtitleParagraphProperties, subtitleRun));

        body.Append(new DocumentFormat.OpenXml.Wordprocessing.Paragraph(
            new DocumentFormat.OpenXml.Wordprocessing.ParagraphProperties
--- a/src/AxCopilot/Services/Agent/ExcelSkill.cs
+++ b/src/AxCopilot/Services/Agent/ExcelSkill.cs
@@ -217,7 +217,8 @@ public class ExcelSkill : IAgentTool
            conditionalFormattingCount,
            false,
            false,
-            summaryArg.ValueKind == JsonValueKind.Object,
+            false,
+            false,
            false,
            false,
            false));
@@ -259,12 +260,17 @@ public class ExcelSkill : IAgentTool
        stylesPart.Stylesheet.Save();

        var wbSheets = workbookPart.Workbook.AppendChild(new Sheets());
+        var dashboardSheetName = GetDashboardSheetName(summarySheet);
+        var hasDashboardSheet = HasDashboardSheet(summarySheet);
+        var summaryLinkedSheets = hasDashboardSheet
+            ? new List<string> { dashboardSheetName, sheetName }
+            : [sheetName];

        var summaryName = summarySheet.SafeTryGetProperty("name", out var summaryNameEl)
            ? summaryNameEl.SafeGetString() ?? "Summary"
            : "Summary";
        var summaryPart = workbookPart.AddNewPart<WorksheetPart>();
-        WriteExecutiveSummarySheet(summaryPart, summarySheet, [sheetName]);
+        WriteExecutiveSummarySheet(summaryPart, summarySheet, summaryLinkedSheets);
        wbSheets.Append(new Sheet
        {
            Id = workbookPart.GetIdOfPart(summaryPart),
@@ -272,6 +278,19 @@ public class ExcelSkill : IAgentTool
            Name = summaryName,
        });

+        uint nextSheetId = 2;
+        if (hasDashboardSheet)
+        {
+            var dashboardPart = workbookPart.AddNewPart<WorksheetPart>();
+            WriteDashboardSheet(dashboardPart, summarySheet, [sheetName]);
+            wbSheets.Append(new Sheet
+            {
+                Id = workbookPart.GetIdOfPart(dashboardPart),
+                SheetId = nextSheetId++,
+                Name = dashboardSheetName,
+            });
+        }
+
        var worksheetPart = workbookPart.AddNewPart<WorksheetPart>();
        worksheetPart.Worksheet = new Worksheet();

@@ -287,7 +306,7 @@ public class ExcelSkill : IAgentTool
        wbSheets.Append(new Sheet
        {
            Id = workbookPart.GetIdOfPart(worksheetPart),
-            SheetId = 2,
+            SheetId = nextSheetId,
            Name = sheetName,
        });

@@ -299,14 +318,15 @@ public class ExcelSkill : IAgentTool
            numFmts.Count > 0, alignments.Count > 0, themeName);
        var review = ArtifactQualityReviewService.ReviewWorkbook(new WorkbookReviewInput(
            summaryName,
-            2,
+            hasDashboardSheet ? 3 : 2,
            1,
            rowCount,
            CountFormulaCells(rows),
-            1,
+            summaryLinkedSheets.Count,
            validationCount,
            conditionalFormattingCount,
            true,
+            hasDashboardSheet,
            HasSummaryItems(summarySheet, "highlights"),
            HasSummaryItems(summarySheet, "actions"),
            HasSummaryItems(summarySheet, "scorecards") || HasSummaryItems(summarySheet, "cards") || HasSummaryItems(summarySheet, "kpis") || HasSummaryItems(summarySheet, "trend_series"),
@@ -356,6 +376,8 @@ public class ExcelSkill : IAgentTool
        var totalValidationCount = 0;
        var totalConditionalFormattingCount = 0;
        var detailSheetNames = new List<string>();
+        var dashboardSheetName = GetDashboardSheetName(summarySheet);
+        var hasDashboardSheet = HasDashboardSheet(summarySheet);

        foreach (var sheetDef in sheetsArr.EnumerateArray())
        {
@@ -371,13 +393,28 @@ public class ExcelSkill : IAgentTool
                ? summaryNameEl.SafeGetString() ?? "Summary"
                : "Summary";
            var summaryPart = workbookPart.AddNewPart<WorksheetPart>();
-            WriteExecutiveSummarySheet(summaryPart, summarySheet, detailSheetNames);
+            var summaryLinkedSheets = hasDashboardSheet
+                ? new[] { dashboardSheetName }.Concat(detailSheetNames).ToList()
+                : detailSheetNames;
+            WriteExecutiveSummarySheet(summaryPart, summarySheet, summaryLinkedSheets);
            wbSheets.Append(new Sheet
            {
                Id = workbookPart.GetIdOfPart(summaryPart),
                SheetId = sheetId++,
                Name = summaryName,
            });
+
+            if (hasDashboardSheet)
+            {
+                var dashboardPart = workbookPart.AddNewPart<WorksheetPart>();
+                WriteDashboardSheet(dashboardPart, summarySheet, detailSheetNames);
+                wbSheets.Append(new Sheet
+                {
+                    Id = workbookPart.GetIdOfPart(dashboardPart),
+                    SheetId = sheetId++,
+                    Name = dashboardSheetName,
+                });
+            }
        }

        foreach (var sheetDef in sheetsArr.EnumerateArray())
@@ -425,14 +462,15 @@ public class ExcelSkill : IAgentTool
        workbookPart.Workbook.Save();
        var review = ArtifactQualityReviewService.ReviewWorkbook(new WorkbookReviewInput(
            fullPath,
-            totalSheets + (summarySheet.ValueKind == JsonValueKind.Object ? 1 : 0),
+            totalSheets + (summarySheet.ValueKind == JsonValueKind.Object ? 1 : 0) + (hasDashboardSheet ? 1 : 0),
            totalSheets,
            totalRows,
            totalFormulaCount,
-            summarySheet.ValueKind == JsonValueKind.Object ? detailSheetNames.Count : 0,
+            summarySheet.ValueKind == JsonValueKind.Object ? detailSheetNames.Count + (hasDashboardSheet ? 1 : 0) : 0,
            totalValidationCount,
            totalConditionalFormattingCount,
            summarySheet.ValueKind == JsonValueKind.Object,
+            hasDashboardSheet,
            HasSummaryItems(summarySheet, "highlights"),
            HasSummaryItems(summarySheet, "actions"),
            HasSummaryItems(summarySheet, "scorecards") || HasSummaryItems(summarySheet, "cards") || HasSummaryItems(summarySheet, "kpis") || HasSummaryItems(summarySheet, "trend_series"),
@@ -544,6 +582,72 @@ public class ExcelSkill : IAgentTool
        }
    }

+    private static void WriteDashboardSheet(WorksheetPart worksheetPart, JsonElement summarySheet, IReadOnlyList<string> detailSheetNames)
+    {
+        worksheetPart.Worksheet = new Worksheet();
+
+        var columns = new Columns(
+            new Column { Min = 1, Max = 1, Width = 22, CustomWidth = true },
+            new Column { Min = 2, Max = 2, Width = 18, CustomWidth = true },
+            new Column { Min = 3, Max = 3, Width = 18, CustomWidth = true },
+            new Column { Min = 4, Max = 4, Width = 22, CustomWidth = true },
+            new Column { Min = 5, Max = 5, Width = 18, CustomWidth = true },
+            new Column { Min = 6, Max = 6, Width = 30, CustomWidth = true });
+        worksheetPart.Worksheet.Append(columns);
+
+        var sheetData = new SheetData();
+        worksheetPart.Worksheet.Append(sheetData);
+
+        var merges = new MergeCells();
+        var hyperlinks = new Hyperlinks();
+        uint rowIndex = 1;
+
+        var baseTitle = summarySheet.SafeTryGetProperty("title", out var titleEl)
+            ? titleEl.SafeGetString() ?? "Executive Summary"
+            : "Executive Summary";
+        var subtitle = summarySheet.SafeTryGetProperty("subtitle", out var subtitleEl)
+            ? subtitleEl.SafeGetString() ?? string.Empty
+            : string.Empty;
+
+        AppendMergedTextRow(sheetData, merges, rowIndex++, "A", "F", $"{baseTitle} Dashboard", 1);
+        if (!string.IsNullOrWhiteSpace(subtitle))
+            AppendMergedTextRow(sheetData, merges, rowIndex++, "A", "F", subtitle, 3);
+
+        rowIndex++;
+
+        AppendDecisionSummarySection(summarySheet, sheetData, merges, ref rowIndex);
+        AppendScorecardSection(summarySheet, sheetData, ref rowIndex);
+        AppendTrendSection(summarySheet, sheetData, ref rowIndex);
+        AppendSheetSummarySection(summarySheet, sheetData, ref rowIndex);
+        AppendSummaryTextSection(summarySheet, "actions", "Priority Actions", sheetData, merges, ref rowIndex);
+
+        if (detailSheetNames.Count > 0)
+        {
+            AppendMergedTextRow(sheetData, merges, rowIndex++, "A", "F", "Linked Detail Sheets", 1);
+            var startRow = rowIndex;
+            foreach (var detailSheetName in detailSheetNames)
+                AppendMergedTextRow(sheetData, merges, rowIndex++, "A", "F", $"Open: {detailSheetName}", 0);
+
+            for (var i = 0; i < detailSheetNames.Count; i++)
+            {
+                hyperlinks.Append(new Hyperlink
+                {
+                    Reference = $"A{startRow + (uint)i}",
+                    Location = $"'{detailSheetNames[i]}'!A1",
+                    Display = detailSheetNames[i]
+                });
+            }
+        }
+
+        if (merges.HasChildren)
+            worksheetPart.Worksheet.InsertAfter(merges, sheetData);
+        if (hyperlinks.HasChildren)
+        {
+            var anchor = merges.HasChildren ? (OpenXmlElement)merges : sheetData;
+            worksheetPart.Worksheet.InsertAfter(hyperlinks, anchor);
+        }
+    }
+
    private static void AppendDecisionSummarySection(JsonElement summarySheet, SheetData sheetData, MergeCells merges, ref uint rowIndex)
    {
        if (!summarySheet.SafeTryGetProperty("decision_summary", out var decisionSummary))
@@ -685,6 +789,31 @@ public class ExcelSkill : IAgentTool
        rowIndex++;
    }

+    private static bool HasDashboardSheet(JsonElement summarySheet)
+    {
+        if (summarySheet.ValueKind != JsonValueKind.Object)
+            return false;
+
+        if (summarySheet.SafeTryGetProperty("dashboard_sheet_name", out var dashboardNameEl)
+            && dashboardNameEl.ValueKind == JsonValueKind.String
+            && !string.IsNullOrWhiteSpace(dashboardNameEl.SafeGetString()))
+            return true;
+
+        return summarySheet.SafeTryGetProperty("trend_series", out var trendSeries)
+            && trendSeries.ValueKind == JsonValueKind.Array
+            && trendSeries.GetArrayLength() > 0;
+    }
+
+    private static string GetDashboardSheetName(JsonElement summarySheet)
+    {
+        if (summarySheet.SafeTryGetProperty("dashboard_sheet_name", out var dashboardNameEl)
+            && dashboardNameEl.ValueKind == JsonValueKind.String
+            && !string.IsNullOrWhiteSpace(dashboardNameEl.SafeGetString()))
+            return dashboardNameEl.SafeGetString()!;
+
+        return "Dashboard";
+    }
+
    private static void AppendSummaryTextSection(JsonElement summarySheet, string key, string heading, SheetData sheetData, MergeCells merges, ref uint rowIndex)
    {
        if (!summarySheet.SafeTryGetProperty(key, out var items) || items.ValueKind != JsonValueKind.Array || items.GetArrayLength() == 0)