?? planner/assembler ??? 2? ??

?? ??:
- Word/HTML/Excel ?? ?? ??? PPT ??? planner ?? ??? ? ??? ??? ?? ?? ??? ?????.
- ??? ???? document_plan ???? ?? ??? ? ??? xlsx scaffold ??? ?????.

?? ????:
- DocumentPlannerTool? format:xlsx ??? ???? summary_sheet + sheets ??? excel_create scaffold? ????? ??????.
- DocumentPlannerTool? ?? ?? ??? workbook/tracker/dashboard/scorecard ???? ????? ??????.
- DocumentAssemblerTool? DOCX ?? ??? cover_subtitle, TOC, header/footer ??? ???? ?? ???? DOCX ?? ?? ??? ??????.
- DocumentAssemblerTool? HTML ?? ??? ArtifactQualityReviewService? ??? score ?? ?? ??? ????? ??????.
- kpi-workbook ???? document_plan ??? ??? complex workbook ?? ? planner ??? ??? ? ?? ????.
- ?? ?? ???? DocumentPlannerWorkbookScaffoldTests, DocumentAssemblerDocxFeaturesTests? ??????.
- README.md? docs/DEVELOPMENT.md? 2026-04-14 22:14 (KST) ?? ?? ??? ??????.

?? ??:
- dotnet build src/AxCopilot/AxCopilot.csproj -c Release -v minimal -p:OutputPath=bin\\verify_doc_planning2\\ -p:IntermediateOutputPath=obj\\verify_doc_planning2\\ : ?? 0 / ?? 0
- dotnet test src/AxCopilot.Tests/AxCopilot.Tests.csproj -c Release -v minimal --filter "DocumentPlannerWorkbookScaffoldTests|DocumentAssemblerDocxFeaturesTests|DocumentAssemblerSemanticTests|DocumentPlannerBusinessDocumentTests|ExcelSkillExecutiveSummaryLinkTests|HtmlSkillConsultingSectionsTests|DocxSkillTemplateFeaturesTests" -p:OutputPath=bin\\verify_doc_planning_tests3\\ -p:IntermediateOutputPath=obj\\verify_doc_planning_tests3\\ : ?? 7

README.md

@@ -1788,8 +1788,16 @@ MIT License
   - [PptxSkill.cs](/E:/AX%20Copilot%20-%20Codex/src/AxCopilot/Services/Agent/PptxSkill.cs)는 `issue_tree`, `before_after`, `decision_matrix`, `risk_heatmap`, `benefit_waterfall`, `operating_model`, `appendix_evidence` 같은 컨설팅형 레이아웃을 생성 전에 네이티브 레이아웃으로 정규화하고, 결과 메시지에 deck planning/quality review 요약을 함께 반환합니다.
   - [pptx-creator.skill.md](/E:/AX%20Copilot%20-%20Codex/src/AxCopilot/skills/pptx-creator.skill.md)는 `document_plan -> deck brief -> pptx_create` 흐름을 중심으로 재작성했고, [strategy-deck.skill.md](/E:/AX%20Copilot%20-%20Codex/src/AxCopilot/skills/strategy-deck.skill.md), [board-update.skill.md](/E:/AX%20Copilot%20-%20Codex/src/AxCopilot/skills/board-update.skill.md), [pmo-steering.skill.md](/E:/AX%20Copilot%20-%20Codex/src/AxCopilot/skills/pmo-steering.skill.md), [sales-review-deck.skill.md](/E:/AX%20Copilot%20-%20Codex/src/AxCopilot/skills/sales-review-deck.skill.md), [operating-model-deck.skill.md](/E:/AX%20Copilot%20-%20Codex/src/AxCopilot/skills/operating-model-deck.skill.md)를 추가해 목적형 deck 진입점을 늘렸습니다.
   - 테스트로 [DeckPlanningServiceTests.cs](/E:/AX%20Copilot%20-%20Codex/src/AxCopilot.Tests/Services/DeckPlanningServiceTests.cs), [DeckQualityReviewServiceTests.cs](/E:/AX%20Copilot%20-%20Codex/src/AxCopilot.Tests/Services/DeckQualityReviewServiceTests.cs), [PptxSkillAutoRepairTests.cs](/E:/AX%20Copilot%20-%20Codex/src/AxCopilot.Tests/Services/PptxSkillAutoRepairTests.cs)를 추가했습니다.
-  - 검증: `dotnet build src/AxCopilot/AxCopilot.csproj -c Release -v minimal -p:OutputPath=bin\\verify_ppt_phase3\\ -p:IntermediateOutputPath=obj\\verify_ppt_phase3\\` 경고 0 / 오류 0
+- 검증: `dotnet build src/AxCopilot/AxCopilot.csproj -c Release -v minimal -p:OutputPath=bin\\verify_ppt_phase3\\ -p:IntermediateOutputPath=obj\\verify_ppt_phase3\\` 경고 0 / 오류 0
-  - 검증: `dotnet test src/AxCopilot.Tests/AxCopilot.Tests.csproj -c Release -v minimal --filter "DeckPlanningServiceTests|DeckQualityReviewServiceTests|PptxSkillAutoRepairTests|PptxSkillConsultingDeckTests" -p:OutputPath=bin\\verify_ppt_phase3_tests\\ -p:IntermediateOutputPath=obj\\verify_ppt_phase3_tests\\` 통과 5
+- 검증: `dotnet test src/AxCopilot.Tests/AxCopilot.Tests.csproj -c Release -v minimal --filter "DeckPlanningServiceTests|DeckQualityReviewServiceTests|PptxSkillAutoRepairTests|PptxSkillConsultingDeckTests" -p:OutputPath=bin\\verify_ppt_phase3_tests\\ -p:IntermediateOutputPath=obj\\verify_ppt_phase3_tests\\` 통과 5
+
+업데이트: 2026-04-14 22:14 (KST)
+- 문서 생성 고도화 2차 planner/assembler 보강을 반영했습니다. `DocumentPlannerTool`은 이제 `format: xlsx`를 직접 지원하고, 문서 개요뿐 아니라 `excel_create`에 바로 넘길 수 있는 `summary_sheet + sheets` 워크북 scaffold를 생성합니다.
+- `DocumentAssemblerTool`은 DOCX 조립 시 `cover_subtitle`, `toc`, `header`, `footer`를 실제 Word 문서에 반영하도록 확장했고, 결과 메시지에 DOCX/HTML 품질 리뷰 요약을 함께 붙여 산출물 완성도를 바로 확인할 수 있게 했습니다.
+- `kpi-workbook.skill.md`는 complex workbook 시나리오에서 `document_plan -> excel_create` 경로를 사용할 수 있도록 planner 도구 허용 목록을 확장했습니다.
+- 테스트로 `DocumentPlannerWorkbookScaffoldTests`, `DocumentAssemblerDocxFeaturesTests`를 추가했고, 기존 문서/워크북/HTML 회귀 테스트와 함께 검증했습니다.
+- 검증: `dotnet build src/AxCopilot/AxCopilot.csproj -c Release -v minimal -p:OutputPath=bin\\verify_doc_planning2\\ -p:IntermediateOutputPath=obj\\verify_doc_planning2\\` 경고 0 / 오류 0
+- 검증: `dotnet test src/AxCopilot.Tests/AxCopilot.Tests.csproj -c Release -v minimal --filter "DocumentPlannerWorkbookScaffoldTests|DocumentAssemblerDocxFeaturesTests|DocumentAssemblerSemanticTests|DocumentPlannerBusinessDocumentTests|ExcelSkillExecutiveSummaryLinkTests|HtmlSkillConsultingSectionsTests|DocxSkillTemplateFeaturesTests" -p:OutputPath=bin\\verify_doc_planning_tests3\\ -p:IntermediateOutputPath=obj\\verify_doc_planning_tests3\\` 통과 7
 ????: 2026-04-14 22:00 (KST)
 - PPT 3? ?? ??? ??????. DeckPlanningService, DeckQualityReviewService, PptxSkill? planning/quality summary ??? ??? PPT ?? ?? ??? ???? ?? ??? ?? ?? ??? ??? ?????.
 - ??: dotnet build src/AxCopilot/AxCopilot.csproj -c Release -v minimal -p:OutputPath=bin\\verify_ppt_phase3\\ -p:IntermediateOutputPath=obj\\verify_ppt_phase3\\ ?? 0 / ?? 0

docs/DEVELOPMENT.md

@@ -862,3 +862,13 @@ UI ?붿옄???€洹쒕え 由ы뙥?좊쭅 ???꾪뿕 ?묒뾽 ??湲곕줉???덉쟾
 - 테스트로 `DeckPlanningServiceTests`, `DeckQualityReviewServiceTests`, `PptxSkillAutoRepairTests`를 추가했고, 기존 `PptxSkillConsultingDeckTests`와 함께 검증했습니다.
 - 검증: `dotnet build src/AxCopilot/AxCopilot.csproj -c Release -v minimal -p:OutputPath=bin\\verify_ppt_phase3\\ -p:IntermediateOutputPath=obj\\verify_ppt_phase3\\` 경고 0 / 오류 0
 - 검증: `dotnet test src/AxCopilot.Tests/AxCopilot.Tests.csproj -c Release -v minimal --filter "DeckPlanningServiceTests|DeckQualityReviewServiceTests|PptxSkillAutoRepairTests|PptxSkillConsultingDeckTests" -p:OutputPath=bin\\verify_ppt_phase3_tests\\ -p:IntermediateOutputPath=obj\\verify_ppt_phase3_tests\\` 통과 5
+
+업데이트: 2026-04-14 22:14 (KST)
+- 문서 planner/assembler 고도화 2차를 반영했습니다. [DocumentPlannerTool.cs](/E:/AX%20Copilot%20-%20Codex/src/AxCopilot/Services/Agent/DocumentPlannerTool.cs)는 `format: xlsx`를 지원하고, 분석/제안 시나리오에서 `summary_sheet + sheets` 구조의 `excel_create` scaffold를 직접 생성합니다.
+- 같은 파일의 포맷 해석 로직은 `xlsx`, `excel`, `workbook`, `tracker`, `dashboard`, `scorecard` 계열 의도를 먼저 감지해 워크북 경로로 보내도록 보강했습니다.
+- [DocumentAssemblerTool.cs](/E:/AX%20Copilot%20-%20Codex/src/AxCopilot/Services/Agent/DocumentAssemblerTool.cs)는 DOCX 조립 시 `cover_subtitle`, `toc`, `header`, `footer`를 실제 OpenXML 문서에 반영하고, 구조화 HTML을 Word 블록으로 조립한 뒤 품질 리뷰 점수를 함께 반환합니다.
+- 같은 도구의 HTML 조립 경로도 공통 [ArtifactQualityReviewService.cs](/E:/AX%20Copilot%20-%20Codex/src/AxCopilot/Services/Agent/ArtifactQualityReviewService.cs)와 연결해 score/strengths/issues 기준의 요약을 돌려주도록 정리했습니다.
+- [kpi-workbook.skill.md](/E:/AX%20Copilot%20-%20Codex/src/AxCopilot/skills/kpi-workbook.skill.md)는 complex workbook 생성 시 planner 경로를 열기 위해 `document_plan`을 허용 도구에 추가했습니다.
+- 테스트로 [DocumentPlannerWorkbookScaffoldTests.cs](/E:/AX%20Copilot%20-%20Codex/src/AxCopilot.Tests/Services/DocumentPlannerWorkbookScaffoldTests.cs), [DocumentAssemblerDocxFeaturesTests.cs](/E:/AX%20Copilot%20-%20Codex/src/AxCopilot.Tests/Services/DocumentAssemblerDocxFeaturesTests.cs)를 추가했습니다.
+- 검증: `dotnet build src/AxCopilot/AxCopilot.csproj -c Release -v minimal -p:OutputPath=bin\\verify_doc_planning2\\ -p:IntermediateOutputPath=obj\\verify_doc_planning2\\` 경고 0 / 오류 0
+- 검증: `dotnet test src/AxCopilot.Tests/AxCopilot.Tests.csproj -c Release -v minimal --filter "DocumentPlannerWorkbookScaffoldTests|DocumentAssemblerDocxFeaturesTests|DocumentAssemblerSemanticTests|DocumentPlannerBusinessDocumentTests|ExcelSkillExecutiveSummaryLinkTests|HtmlSkillConsultingSectionsTests|DocxSkillTemplateFeaturesTests" -p:OutputPath=bin\\verify_doc_planning_tests3\\ -p:IntermediateOutputPath=obj\\verify_doc_planning_tests3\\` 통과 7

src/AxCopilot.Tests/Services/DocumentAssemblerDocxFeaturesTests.cs

@@ -0,0 +1,75 @@
+using System.IO;
+using System.Text.Json;
+using AxCopilot.Services.Agent;
+using DocumentFormat.OpenXml.Packaging;
+using DocumentFormat.OpenXml.Wordprocessing;
+using FluentAssertions;
+using Xunit;
+
+namespace AxCopilot.Tests.Services;
+
+public class DocumentAssemblerDocxFeaturesTests
+{
+    [Fact]
+    public async Task ExecuteAsync_ForDocx_ShouldIncludeCoverTocHeaderAndFooter()
+    {
+        var workDir = Path.Combine(Path.GetTempPath(), "ax-doc-assemble-features-" + Guid.NewGuid().ToString("N"));
+        Directory.CreateDirectory(workDir);
+
+        try
+        {
+            var tool = new DocumentAssemblerTool();
+            var context = new AgentContext
+            {
+                WorkFolder = workDir,
+                Permission = "Auto",
+                OperationMode = "external",
+            };
+
+            var args = JsonDocument.Parse(
+                """
+                {
+                  "path": "assembled-features.docx",
+                  "title": "Operating Review",
+                  "format": "docx",
+                  "toc": true,
+                  "cover_subtitle": "Q2 Steering Committee",
+                  "header": "Internal Use Only",
+                  "footer": "AX Copilot {page}",
+                  "sections": [
+                    { "heading": "1. Executive Summary", "level": 1, "content": "<p>Summary.</p>" },
+                    { "heading": "2. Current State", "level": 1, "content": "<ul><li>Finding A</li><li>Finding B</li></ul>" },
+                    { "heading": "3. Recommendation", "level": 1, "content": "<div class=\"callout-info\"><strong>Decision</strong><p>Approve phase 1.</p></div>" },
+                    { "heading": "4. Appendix", "level": 1, "content": "<table><tr><th>Metric</th><th>Value</th></tr><tr><td>NPS</td><td>61</td></tr></table>" }
+                  ]
+                }
+                """).RootElement;
+
+            var result = await tool.ExecuteAsync(args, context, CancellationToken.None);
+
+            result.Success.Should().BeTrue();
+            result.Output.Should().Contain("DOCX 품질 리뷰");
+
+            var outputPath = Path.Combine(workDir, "assembled-features.docx");
+            File.Exists(outputPath).Should().BeTrue();
+
+            using var doc = WordprocessingDocument.Open(outputPath, false);
+            doc.MainDocumentPart.Should().NotBeNull();
+            doc.MainDocumentPart!.HeaderParts.Should().NotBeEmpty();
+            doc.MainDocumentPart.FooterParts.Should().NotBeEmpty();
+            doc.MainDocumentPart.Document.Body!.InnerText.Should().Contain("Q2 Steering Committee");
+            doc.MainDocumentPart.Document.Body.Descendants<FieldCode>().Should().Contain(field => field.Text.Contains("TOC"));
+        }
+        finally
+        {
+            try
+            {
+                if (Directory.Exists(workDir))
+                    Directory.Delete(workDir, true);
+            }
+            catch
+            {
+            }
+        }
+    }
+}

src/AxCopilot.Tests/Services/DocumentPlannerWorkbookScaffoldTests.cs

@@ -0,0 +1,41 @@
+using System.IO;
+using System.Text.Json;
+using AxCopilot.Services.Agent;
+using FluentAssertions;
+using Xunit;
+
+namespace AxCopilot.Tests.Services;
+
+public class DocumentPlannerWorkbookScaffoldTests
+{
+    [Fact]
+    public async Task ExecuteAsync_ForXlsxFormat_ShouldReturnWorkbookScaffold()
+    {
+        var tool = new DocumentPlannerTool();
+        var context = new AgentContext
+        {
+            WorkFolder = Path.GetTempPath(),
+            Permission = "Auto",
+            OperationMode = "external",
+        };
+
+        var args = JsonDocument.Parse(
+            """
+            {
+              "topic": "2026 KPI operating review",
+              "document_type": "analysis",
+              "format": "xlsx",
+              "target_pages": 6
+            }
+            """).RootElement;
+
+        var result = await tool.ExecuteAsync(args, context, CancellationToken.None);
+
+        result.Success.Should().BeTrue();
+        result.Output.Should().Contain("excel_create");
+        result.Output.Should().Contain("\"summary_sheet\"");
+        result.Output.Should().Contain("\"sheets\"");
+        result.Output.Should().Contain("Metrics");
+        result.Output.Should().Contain("Actions");
+    }
+}

src/AxCopilot/Services/Agent/DocumentAssemblerTool.cs

@@ -120,7 +120,7 @@ public class DocumentAssemblerTool : IAgentTool
             switch (format)
             {
                 case "docx":
-                    resultMsg = AssembleDocx(fullPath, title, sections, headerText, footerText);
+                    resultMsg = AssembleDocx(fullPath, title, sections, useToc, coverSubtitle, headerText, footerText);
                     break;
                 case "markdown":
                     resultMsg = AssembleMarkdown(fullPath, title, sections);
@@ -231,13 +231,15 @@ public class DocumentAssemblerTool : IAgentTool
         File.WriteAllText(path, sb.ToString(), Encoding.UTF8);
 
         var issues = ValidateBasic(sb.ToString());
+        var review = ArtifactQualityReviewService.ReviewHtml(title, sb.ToString(), !string.IsNullOrWhiteSpace(coverSubtitle), toc, printReady: true);
+        var reviewSummary = $"  HTML 품질 리뷰: {review.Score}/100 | 강점 {review.Strengths.Count} | 이슈 {review.Issues.Count}";
         return issues.Count > 0
-            ? $"  ⚠ 품질 검증 이슈 {issues.Count}건: {string.Join("; ", issues)}"
+            ? $"{reviewSummary} | 기본 검토 이슈 {issues.Count}건: {string.Join("; ", issues)}"
-            : "  ✓ 품질 검증 통과";
+            : reviewSummary;
     }
 
     private string AssembleDocx(string path, string title, List<(string Heading, string Content, int Level)> sections,
-        string? headerText, string? footerText)
+        bool useToc, string? coverSubtitle, string? headerText, string? footerText)
     {
         using var doc = DocumentFormat.OpenXml.Packaging.WordprocessingDocument.Create(
             path, DocumentFormat.OpenXml.WordprocessingDocumentType.Document);
@@ -424,6 +426,74 @@ public class DocumentAssemblerTool : IAgentTool
             }
         }
 
+        var includeCover = !string.IsNullOrWhiteSpace(coverSubtitle);
+        if (includeCover)
+            AppendAssemblerCoverPage(body, title, coverSubtitle!);
+        else
+            body.AppendChild(CreateParagraph(title, fontSize: "48", bold: true, color: "1F3A5F"));
+
+        if (!includeCover)
+            body.AppendChild(new DocumentFormat.OpenXml.Wordprocessing.Paragraph());
+
+        if (useToc && sections.Count > 3)
+            AppendAssemblerTableOfContents(body);
+
+        var tableCount = 0;
+        var listCount = 0;
+        var calloutCount = 0;
+        var highlightCount = 0;
+        var headings = new List<string>();
+
+        foreach (var (heading, content, level) in sections)
+        {
+            var headPara = new DocumentFormat.OpenXml.Wordprocessing.Paragraph();
+            var headRun = new DocumentFormat.OpenXml.Wordprocessing.Run();
+            headRun.AppendChild(new DocumentFormat.OpenXml.Wordprocessing.RunProperties
+            {
+                RunFonts = KoreanFonts(),
+                Bold = new DocumentFormat.OpenXml.Wordprocessing.Bold(),
+                FontSize = new DocumentFormat.OpenXml.Wordprocessing.FontSize { Val = level <= 1 ? "32" : "28" },
+                Color = new DocumentFormat.OpenXml.Wordprocessing.Color { Val = "2B579A" },
+            });
+            headRun.AppendChild(new DocumentFormat.OpenXml.Wordprocessing.Text(heading));
+            headPara.AppendChild(headRun);
+            body.AppendChild(headPara);
+            headings.Add(heading);
+
+            AppendStructuredContent(content);
+            body.AppendChild(new DocumentFormat.OpenXml.Wordprocessing.Paragraph());
+        }
+
+        body.AppendChild(new DocumentFormat.OpenXml.Wordprocessing.SectionProperties(
+            new DocumentFormat.OpenXml.Wordprocessing.PageSize { Width = 11906, Height = 16838 },
+            new DocumentFormat.OpenXml.Wordprocessing.PageMargin { Top = 1440, Right = 1440, Bottom = 1440, Left = 1440,
+                Header = 720, Footer = 720, Gutter = 0 }
+        ));
+
+        if (!string.IsNullOrWhiteSpace(headerText) || !string.IsNullOrWhiteSpace(footerText))
+            AddAssemblerHeaderFooter(mainPart, body, headerText, footerText, showPageNumbers: true);
+
+        mainPart.Document.Save();
+
+        var review = ArtifactQualityReviewService.ReviewStructuredDocument(new StructuredDocumentReviewInput(
+            title,
+            headings.Count,
+            sections.Sum(section => StripHtmlTags(section.Content).Length),
+            tableCount,
+            listCount,
+            calloutCount,
+            highlightCount,
+            0,
+            includeCover,
+            useToc && sections.Count > 3,
+            false,
+            !string.IsNullOrWhiteSpace(headerText) || !string.IsNullOrWhiteSpace(footerText),
+            headings.Any(h => ArtifactQualityReviewService.ContainsBusinessKeyword(h, "executive summary", "summary", "요약")),
+            headings.Any(h => ArtifactQualityReviewService.ContainsBusinessKeyword(h, "recommendation", "proposal", "next step", "action", "권고", "실행")),
+            headings.Any(h => ArtifactQualityReviewService.ContainsBusinessKeyword(h, "appendix", "reference", "supplement", "부록", "참고"))));
+
+        return $"  DOCX 품질 리뷰: {review.Score}/100 | 강점 {review.Strengths.Count} | 이슈 {review.Issues.Count}";
+
         void AppendStructuredContent(string rawContent)
         {
             if (string.IsNullOrWhiteSpace(rawContent))
@@ -437,7 +507,7 @@ public class DocumentAssemblerTool : IAgentTool
             }
 
             normalized = Regex.Replace(normalized, @"<br\s*/?>", "\n", RegexOptions.IgnoreCase);
-            var blockPattern = @"<table\b[^>]*>.*?</table>|<ul\b[^>]*>.*?</ul>|<ol\b[^>]*>.*?</ol>|<blockquote\b[^>]*>.*?</blockquote>|<div\b[^>]*class=""[^""]*(callout-[^""]*|comparison-grid|roadmap-block|matrix-grid)[^""]*""[^>]*>.*?</div>|<h[2-6]\b[^>]*>.*?</h[2-6]>|<p\b[^>]*>.*?</p>";
+            var blockPattern = @"<table\b[^>]*>.*?</table>|<ul\b[^>]*>.*?</ul>|<ol\b[^>]*>.*?</ol>|<blockquote\b[^>]*>.*?</blockquote>|<div\b[^>]*class=""[^""]*(callout-[^""]*|comparison-grid|roadmap-block|matrix-grid|highlight-box)[^""]*""[^>]*>.*?</div>|<h[2-6]\b[^>]*>.*?</h[2-6]>|<p\b[^>]*>.*?</p>";
             var matches = Regex.Matches(normalized, blockPattern, RegexOptions.IgnoreCase | RegexOptions.Singleline);
 
             if (matches.Count == 0)
@@ -459,14 +529,17 @@ public class DocumentAssemblerTool : IAgentTool
                 if (Regex.IsMatch(block, @"^<table", RegexOptions.IgnoreCase))
                 {
                     body.AppendChild(CreateTableFromHtml(block));
+                    tableCount++;
                 }
                 else if (Regex.IsMatch(block, @"^<ul", RegexOptions.IgnoreCase))
                 {
                     AppendListBlock(block, ordered: false);
+                    listCount++;
                 }
                 else if (Regex.IsMatch(block, @"^<ol", RegexOptions.IgnoreCase))
                 {
                     AppendListBlock(block, ordered: true);
+                    listCount++;
                 }
                 else if (Regex.IsMatch(block, @"^<h", RegexOptions.IgnoreCase))
                 {
@@ -474,7 +547,12 @@ public class DocumentAssemblerTool : IAgentTool
                 }
                 else if (Regex.IsMatch(block, @"^<(blockquote|div)", RegexOptions.IgnoreCase))
                 {
-                    body.AppendChild(CreateParagraph(ExtractStructuredText(block), fontSize: "21", bold: true, color: "1F3A5F", fill: "EDF4FF"));
+                    var fill = Regex.IsMatch(block, "highlight-box", RegexOptions.IgnoreCase) ? "FFF7DA" : "EDF4FF";
+                    body.AppendChild(CreateParagraph(ExtractStructuredText(block), fontSize: "21", bold: true, color: "1F3A5F", fill: fill));
+                    if (Regex.IsMatch(block, "highlight-box", RegexOptions.IgnoreCase))
+                        highlightCount++;
+                    else
+                        calloutCount++;
                 }
                 else
                 {
@@ -487,49 +565,6 @@ public class DocumentAssemblerTool : IAgentTool
             if (cursor < normalized.Length)
                 AppendPlainText(ExtractStructuredText(normalized[cursor..]));
         }
-
-        var titlePara = new DocumentFormat.OpenXml.Wordprocessing.Paragraph();
-        var titleRun = new DocumentFormat.OpenXml.Wordprocessing.Run();
-        titleRun.AppendChild(new DocumentFormat.OpenXml.Wordprocessing.RunProperties
-        {
-            RunFonts = KoreanFonts(),
-            Bold = new DocumentFormat.OpenXml.Wordprocessing.Bold(),
-            FontSize = new DocumentFormat.OpenXml.Wordprocessing.FontSize { Val = "48" }
-        });
-        titleRun.AppendChild(new DocumentFormat.OpenXml.Wordprocessing.Text(title));
-        titlePara.AppendChild(titleRun);
-        body.AppendChild(titlePara);
-
-        // 빈 줄
-        body.AppendChild(new DocumentFormat.OpenXml.Wordprocessing.Paragraph());
-
-        foreach (var (heading, content, level) in sections)
-        {
-            var headPara = new DocumentFormat.OpenXml.Wordprocessing.Paragraph();
-            var headRun = new DocumentFormat.OpenXml.Wordprocessing.Run();
-            headRun.AppendChild(new DocumentFormat.OpenXml.Wordprocessing.RunProperties
-            {
-                RunFonts = KoreanFonts(),
-                Bold = new DocumentFormat.OpenXml.Wordprocessing.Bold(),
-                FontSize = new DocumentFormat.OpenXml.Wordprocessing.FontSize { Val = level <= 1 ? "32" : "28" },
-                Color = new DocumentFormat.OpenXml.Wordprocessing.Color { Val = "2B579A" },
-            });
-            headRun.AppendChild(new DocumentFormat.OpenXml.Wordprocessing.Text(heading));
-            headPara.AppendChild(headRun);
-            body.AppendChild(headPara);
-
-            AppendStructuredContent(content);
-            body.AppendChild(new DocumentFormat.OpenXml.Wordprocessing.Paragraph());
-        }
-
-        body.AppendChild(new DocumentFormat.OpenXml.Wordprocessing.SectionProperties(
-            new DocumentFormat.OpenXml.Wordprocessing.PageSize { Width = 11906, Height = 16838 },
-            new DocumentFormat.OpenXml.Wordprocessing.PageMargin { Top = 1440, Right = 1440, Bottom = 1440, Left = 1440,
-                Header = 720, Footer = 720, Gutter = 0 }
-        ));
-
-        mainPart.Document.Save();
-        return "  ✓ DOCX 조립 완료";
     }
 
     /// <summary>DOCX 기본 스타일 정의 생성 (한글 글꼴 기본 설정 포함).</summary>
@@ -573,6 +608,235 @@ public class DocumentAssemblerTool : IAgentTool
         return styles;
     }
 
+    private static void AppendAssemblerCoverPage(DocumentFormat.OpenXml.Wordprocessing.Body body, string title, string subtitle)
+    {
+        body.Append(new DocumentFormat.OpenXml.Wordprocessing.Paragraph(
+            new DocumentFormat.OpenXml.Wordprocessing.ParagraphProperties
+            {
+                Justification = new DocumentFormat.OpenXml.Wordprocessing.Justification
+                {
+                    Val = DocumentFormat.OpenXml.Wordprocessing.JustificationValues.Center
+                },
+                SpacingBetweenLines = new DocumentFormat.OpenXml.Wordprocessing.SpacingBetweenLines
+                {
+                    Before = "1600",
+                    After = "120"
+                }
+            },
+            new DocumentFormat.OpenXml.Wordprocessing.Run(
+                new DocumentFormat.OpenXml.Wordprocessing.RunProperties(
+                    new DocumentFormat.OpenXml.Wordprocessing.Bold(),
+                    new DocumentFormat.OpenXml.Wordprocessing.FontSize { Val = "44" },
+                    new DocumentFormat.OpenXml.Wordprocessing.Color { Val = "1F3A5F" },
+                    new DocumentFormat.OpenXml.Wordprocessing.RunFonts { Ascii = "맑은 고딕", HighAnsi = "맑은 고딕", EastAsia = "맑은 고딕" }),
+                new DocumentFormat.OpenXml.Wordprocessing.Text(title))));
+
+        body.Append(new DocumentFormat.OpenXml.Wordprocessing.Paragraph(
+            new DocumentFormat.OpenXml.Wordprocessing.ParagraphProperties
+            {
+                Justification = new DocumentFormat.OpenXml.Wordprocessing.Justification
+                {
+                    Val = DocumentFormat.OpenXml.Wordprocessing.JustificationValues.Center
+                },
+                SpacingBetweenLines = new DocumentFormat.OpenXml.Wordprocessing.SpacingBetweenLines
+                {
+                    After = "260"
+                }
+            },
+            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))));
+
+        body.Append(new DocumentFormat.OpenXml.Wordprocessing.Paragraph(
+            new DocumentFormat.OpenXml.Wordprocessing.ParagraphProperties
+            {
+                Justification = new DocumentFormat.OpenXml.Wordprocessing.Justification
+                {
+                    Val = DocumentFormat.OpenXml.Wordprocessing.JustificationValues.Center
+                }
+            },
+            new DocumentFormat.OpenXml.Wordprocessing.Run(
+                new DocumentFormat.OpenXml.Wordprocessing.RunProperties(
+                    new DocumentFormat.OpenXml.Wordprocessing.FontSize { Val = "18" },
+                    new DocumentFormat.OpenXml.Wordprocessing.Color { Val = "808080" },
+                    new DocumentFormat.OpenXml.Wordprocessing.RunFonts { Ascii = "맑은 고딕", HighAnsi = "맑은 고딕", EastAsia = "맑은 고딕" }),
+                new DocumentFormat.OpenXml.Wordprocessing.Text(DateTime.Now.ToString("yyyy-MM-dd")))));
+
+        body.Append(new DocumentFormat.OpenXml.Wordprocessing.Paragraph(
+            new DocumentFormat.OpenXml.Wordprocessing.Run(new DocumentFormat.OpenXml.Wordprocessing.Break
+            {
+                Type = DocumentFormat.OpenXml.Wordprocessing.BreakValues.Page
+            })));
+    }
+
+    private static void AppendAssemblerTableOfContents(DocumentFormat.OpenXml.Wordprocessing.Body body)
+    {
+        body.Append(new DocumentFormat.OpenXml.Wordprocessing.Paragraph(
+            new DocumentFormat.OpenXml.Wordprocessing.ParagraphProperties(
+                new DocumentFormat.OpenXml.Wordprocessing.SpacingBetweenLines { Before = "120", After = "120" }),
+            new DocumentFormat.OpenXml.Wordprocessing.Run(
+                new DocumentFormat.OpenXml.Wordprocessing.RunProperties(
+                    new DocumentFormat.OpenXml.Wordprocessing.Bold(),
+                    new DocumentFormat.OpenXml.Wordprocessing.FontSize { Val = "28" },
+                    new DocumentFormat.OpenXml.Wordprocessing.RunFonts { Ascii = "맑은 고딕", HighAnsi = "맑은 고딕", EastAsia = "맑은 고딕" }),
+                new DocumentFormat.OpenXml.Wordprocessing.Text("목차"))));
+
+        var paragraph = new DocumentFormat.OpenXml.Wordprocessing.Paragraph();
+        paragraph.Append(new DocumentFormat.OpenXml.Wordprocessing.Run(new DocumentFormat.OpenXml.Wordprocessing.FieldChar
+        {
+            FieldCharType = DocumentFormat.OpenXml.Wordprocessing.FieldCharValues.Begin
+        }));
+        paragraph.Append(new DocumentFormat.OpenXml.Wordprocessing.Run(new DocumentFormat.OpenXml.Wordprocessing.FieldCode(" TOC \\o \"1-3\" \\h \\z \\u ")
+        {
+            Space = DocumentFormat.OpenXml.SpaceProcessingModeValues.Preserve
+        }));
+        paragraph.Append(new DocumentFormat.OpenXml.Wordprocessing.Run(new DocumentFormat.OpenXml.Wordprocessing.FieldChar
+        {
+            FieldCharType = DocumentFormat.OpenXml.Wordprocessing.FieldCharValues.Separate
+        }));
+        paragraph.Append(new DocumentFormat.OpenXml.Wordprocessing.Run(new DocumentFormat.OpenXml.Wordprocessing.Text("Word에서 필드 업데이트를 실행하면 목차가 새로 고쳐집니다.")));
+        paragraph.Append(new DocumentFormat.OpenXml.Wordprocessing.Run(new DocumentFormat.OpenXml.Wordprocessing.FieldChar
+        {
+            FieldCharType = DocumentFormat.OpenXml.Wordprocessing.FieldCharValues.End
+        }));
+        body.Append(paragraph);
+        body.Append(new DocumentFormat.OpenXml.Wordprocessing.Paragraph(
+            new DocumentFormat.OpenXml.Wordprocessing.Run(new DocumentFormat.OpenXml.Wordprocessing.Break
+            {
+                Type = DocumentFormat.OpenXml.Wordprocessing.BreakValues.Page
+            })));
+    }
+
+    private static void AddAssemblerHeaderFooter(
+        DocumentFormat.OpenXml.Packaging.MainDocumentPart mainPart,
+        DocumentFormat.OpenXml.Wordprocessing.Body body,
+        string? headerText,
+        string? footerText,
+        bool showPageNumbers)
+    {
+        if (!string.IsNullOrWhiteSpace(headerText))
+        {
+            var headerPart = mainPart.AddNewPart<DocumentFormat.OpenXml.Packaging.HeaderPart>();
+            var header = new DocumentFormat.OpenXml.Wordprocessing.Header();
+            var paragraph = new DocumentFormat.OpenXml.Wordprocessing.Paragraph(
+                new DocumentFormat.OpenXml.Wordprocessing.Run(
+                    new DocumentFormat.OpenXml.Wordprocessing.RunProperties(
+                        new DocumentFormat.OpenXml.Wordprocessing.FontSize { Val = "18" },
+                        new DocumentFormat.OpenXml.Wordprocessing.Color { Val = "808080" },
+                        new DocumentFormat.OpenXml.Wordprocessing.RunFonts { Ascii = "맑은 고딕", HighAnsi = "맑은 고딕", EastAsia = "맑은 고딕" }),
+                    new DocumentFormat.OpenXml.Wordprocessing.Text(headerText)));
+            paragraph.ParagraphProperties = new DocumentFormat.OpenXml.Wordprocessing.ParagraphProperties
+            {
+                Justification = new DocumentFormat.OpenXml.Wordprocessing.Justification
+                {
+                    Val = DocumentFormat.OpenXml.Wordprocessing.JustificationValues.Right
+                }
+            };
+            header.Append(paragraph);
+            headerPart.Header = header;
+
+            var sectionProperties = body.Elements<DocumentFormat.OpenXml.Wordprocessing.SectionProperties>().LastOrDefault()
+                ?? body.AppendChild(new DocumentFormat.OpenXml.Wordprocessing.SectionProperties());
+            sectionProperties.Elements<DocumentFormat.OpenXml.Wordprocessing.HeaderReference>().ToList().ForEach(reference => reference.Remove());
+            sectionProperties.Append(new DocumentFormat.OpenXml.Wordprocessing.HeaderReference
+            {
+                Type = DocumentFormat.OpenXml.Wordprocessing.HeaderFooterValues.Default,
+                Id = mainPart.GetIdOfPart(headerPart)
+            });
+        }
+
+        if (!string.IsNullOrWhiteSpace(footerText) || showPageNumbers)
+        {
+            var footerPart = mainPart.AddNewPart<DocumentFormat.OpenXml.Packaging.FooterPart>();
+            var footer = new DocumentFormat.OpenXml.Wordprocessing.Footer();
+            var paragraph = new DocumentFormat.OpenXml.Wordprocessing.Paragraph
+            {
+                ParagraphProperties = new DocumentFormat.OpenXml.Wordprocessing.ParagraphProperties
+                {
+                    Justification = new DocumentFormat.OpenXml.Wordprocessing.Justification
+                    {
+                        Val = DocumentFormat.OpenXml.Wordprocessing.JustificationValues.Center
+                    }
+                }
+            };
+
+            var displayText = string.IsNullOrWhiteSpace(footerText) ? "AX Copilot" : footerText!;
+            if (showPageNumbers)
+            {
+                if (displayText.Contains("{page}", StringComparison.Ordinal))
+                {
+                    var parts = displayText.Split("{page}", StringSplitOptions.None);
+                    paragraph.Append(CreateAssemblerFooterRun(parts[0]));
+                    paragraph.Append(CreateAssemblerPageNumberRun());
+                    if (parts.Length > 1)
+                        paragraph.Append(CreateAssemblerFooterRun(parts[1]));
+                }
+                else
+                {
+                    paragraph.Append(CreateAssemblerFooterRun(displayText + " · "));
+                    paragraph.Append(CreateAssemblerPageNumberRun());
+                }
+            }
+            else
+            {
+                paragraph.Append(CreateAssemblerFooterRun(displayText));
+            }
+
+            footer.Append(paragraph);
+            footerPart.Footer = footer;
+
+            var sectionProperties = body.Elements<DocumentFormat.OpenXml.Wordprocessing.SectionProperties>().LastOrDefault()
+                ?? body.AppendChild(new DocumentFormat.OpenXml.Wordprocessing.SectionProperties());
+            sectionProperties.Elements<DocumentFormat.OpenXml.Wordprocessing.FooterReference>().ToList().ForEach(reference => reference.Remove());
+            sectionProperties.Append(new DocumentFormat.OpenXml.Wordprocessing.FooterReference
+            {
+                Type = DocumentFormat.OpenXml.Wordprocessing.HeaderFooterValues.Default,
+                Id = mainPart.GetIdOfPart(footerPart)
+            });
+        }
+    }
+
+    private static DocumentFormat.OpenXml.Wordprocessing.Run CreateAssemblerFooterRun(string text) =>
+        new(new DocumentFormat.OpenXml.Wordprocessing.Text(text) { Space = DocumentFormat.OpenXml.SpaceProcessingModeValues.Preserve })
+        {
+            RunProperties = new DocumentFormat.OpenXml.Wordprocessing.RunProperties
+            {
+                FontSize = new DocumentFormat.OpenXml.Wordprocessing.FontSize { Val = "16" },
+                Color = new DocumentFormat.OpenXml.Wordprocessing.Color { Val = "999999" },
+                RunFonts = new DocumentFormat.OpenXml.Wordprocessing.RunFonts { Ascii = "맑은 고딕", HighAnsi = "맑은 고딕", EastAsia = "맑은 고딕" }
+            }
+        };
+
+    private static DocumentFormat.OpenXml.Wordprocessing.Run CreateAssemblerPageNumberRun()
+    {
+        var run = new DocumentFormat.OpenXml.Wordprocessing.Run
+        {
+            RunProperties = new DocumentFormat.OpenXml.Wordprocessing.RunProperties
+            {
+                FontSize = new DocumentFormat.OpenXml.Wordprocessing.FontSize { Val = "16" },
+                Color = new DocumentFormat.OpenXml.Wordprocessing.Color { Val = "999999" },
+                RunFonts = new DocumentFormat.OpenXml.Wordprocessing.RunFonts { Ascii = "맑은 고딕", HighAnsi = "맑은 고딕", EastAsia = "맑은 고딕" }
+            }
+        };
+
+        run.Append(new DocumentFormat.OpenXml.Wordprocessing.FieldChar
+        {
+            FieldCharType = DocumentFormat.OpenXml.Wordprocessing.FieldCharValues.Begin
+        });
+        run.Append(new DocumentFormat.OpenXml.Wordprocessing.FieldCode(" PAGE ")
+        {
+            Space = DocumentFormat.OpenXml.SpaceProcessingModeValues.Preserve
+        });
+        run.Append(new DocumentFormat.OpenXml.Wordprocessing.FieldChar
+        {
+            FieldCharType = DocumentFormat.OpenXml.Wordprocessing.FieldCharValues.End
+        });
+        return run;
+    }
+
     private string AssembleMarkdown(string path, string title, List<(string Heading, string Content, int Level)> sections)
     {
         var sb = new StringBuilder();

src/AxCopilot/Services/Agent/DocumentPlannerTool.cs

@@ -65,8 +65,8 @@ public class DocumentPlannerTool : IAgentTool
             ["format"] = new()
             {
                 Type = "string",
-                Description = "Output document format: auto, html, docx, markdown. Default: auto (resolved from settings and request intent)",
+                Description = "Output document format: auto, html, docx, markdown, xlsx. Default: auto (resolved from settings and request intent)",
-                Enum = ["auto", "html", "docx", "markdown"]
+                Enum = ["auto", "html", "docx", "markdown", "xlsx"]
             },
             ["sections_hint"] = new()
             {
@@ -124,7 +124,7 @@ public class DocumentPlannerTool : IAgentTool
         int targetPages, int totalWords, List<SectionPlan> sections, bool highQuality)
     {
         var safeTitle = SanitizeFileName(topic);
-        var ext = format switch { "docx" => ".docx", "markdown" => ".md", _ => ".html" };
+        var ext = format switch { "docx" => ".docx", "markdown" => ".md", "xlsx" => ".xlsx", _ => ".html" };
         var suggestedFileName = $"{safeTitle}{ext}";
         var label = highQuality ? "[고품질]" : "[표준]";
 
@@ -134,6 +134,8 @@ public class DocumentPlannerTool : IAgentTool
                 return ExecuteWithMarkdownScaffold(topic, suggestedFileName, sections, targetPages, totalWords, label);
             case "docx":
                 return ExecuteWithDocxScaffold(topic, suggestedFileName, sections, targetPages, totalWords, label);
+            case "xlsx":
+                return ExecuteWithExcelScaffold(topic, suggestedFileName, docType, sections, targetPages, totalWords, label);
             default: // html
                 return ExecuteWithHtmlScaffold(topic, suggestedFileName, sections, targetPages, totalWords, label, mood);
         }
@@ -294,15 +296,54 @@ public class DocumentPlannerTool : IAgentTool
         return Task.FromResult(ToolResult.Ok(output.ToString()));
     }
 
+    /// <summary>excel_create 즉시 호출 가능한 workbook 골격 반환.</summary>
+    private Task<ToolResult> ExecuteWithExcelScaffold(string topic, string fileName, string docType,
+        List<SectionPlan> sections, int targetPages, int totalWords, string label)
+    {
+        var summarySection = sections.FirstOrDefault();
+        var recommendationSection = sections.FirstOrDefault(s =>
+            ContainsAny(s.Heading, "Recommendation", "Decision Ask", "Roadmap", "Action", "Ask", "권고", "실행", "요청"));
+        var summarySheet = new
+        {
+            name = "Summary",
+            title = topic,
+            subtitle = $"{GetDocTypeLabel(docType)} workbook",
+            kpis = BuildWorkbookKpis(summarySection),
+            highlights = (summarySection?.KeyPoints ?? []).Take(3).ToArray(),
+            actions = (recommendationSection?.KeyPoints ?? summarySection?.KeyPoints ?? []).Take(3).ToArray(),
+        };
+
+        var sheets = BuildWorkbookSheets(docType, sections);
+        var payload = new
+        {
+            path = fileName,
+            theme = "professional",
+            summary_sheet = summarySheet,
+            sheets,
+        };
+
+        var output = new StringBuilder();
+        output.AppendLine($"📋 워크북 개요 생성 완료 {label} ({sheets.Count}개 상세 시트, {targetPages}페이지/{totalWords}단어 기준)");
+        output.AppendLine();
+        output.AppendLine("## 즉시 실행: excel_create 호출 파라미터");
+        output.AppendLine(JsonSerializer.Serialize(payload, _jsonOptions));
+        output.AppendLine();
+        output.AppendLine("⚠ 아래 placeholder 값과 샘플 행은 실제 수치/일정/담당자로 교체하세요.");
+        output.AppendLine("⚠ Summary 시트의 highlights/actions는 핵심 메시지 중심으로 유지하고, 상세 시트는 수치/근거 중심으로 채우세요.");
+
+        return Task.FromResult(ToolResult.Ok(output.ToString()));
+    }
+
     // ─── 싱글패스 + 폴더 데이터 활용: 개요 반환 + LLM이 데이터 읽고 직접 저장 ──
 
     private Task<ToolResult> ExecuteSinglePassWithData(string topic, string docType, string format, string mood,
         int targetPages, int totalWords, List<SectionPlan> sections, string folderDataUsage, string refSummary)
     {
-        var ext = format switch { "docx" => ".docx", "markdown" => ".md", _ => ".html" };
+        var ext = format switch { "docx" => ".docx", "markdown" => ".md", "xlsx" => ".xlsx", _ => ".html" };
-        var createTool = format switch { "docx" => "docx_create", "markdown" => "file_write", _ => "html_create" };
+        var createTool = format switch { "docx" => "docx_create", "markdown" => "file_write", "xlsx" => "excel_create", _ => "html_create" };
         var safeTitle = SanitizeFileName(topic);
         var suggestedPath = $"{safeTitle}{ext}";
+        var artifactLabel = format == "xlsx" ? "workbook" : "document";
 
         // reference_summary가 이미 있으면 데이터 읽기 단계를 건너뛸 수 있음
         var hasRefData = !string.IsNullOrWhiteSpace(refSummary);
@@ -327,8 +368,10 @@ public class DocumentPlannerTool : IAgentTool
                 step2 = hasRefData
                     ? "(skipped)"
                     : "Summarize the key findings from the folder documents relevant to the topic.",
-                step3 = $"Write the COMPLETE document content covering ALL sections above, incorporating folder data.",
+                step3 = format == "xlsx"
-                  step4 = $"Save the document using {createTool} with the path '{suggestedPath}'. " +
+                    ? "Create the COMPLETE workbook structure using validated data, including summary sheet, detailed sheets, and follow-up actions."
+                    : $"Write the COMPLETE {artifactLabel} content covering ALL sections above, incorporating folder data.",
+                  step4 = $"Save the {artifactLabel} using {createTool} with the path '{suggestedPath}'. " +
                            "Write ALL sections in a SINGLE tool call. Do NOT split into multiple calls.",
                   preferred_mood = format == "html" ? mood : null as string,
                   note = "Minimize LLM calls. Read data → write complete document → save. Maximum 3 iterations."
@@ -707,11 +750,13 @@ public class DocumentPlannerTool : IAgentTool
     private static string ResolveDocumentFormat(string? preferred, string docType, string topic)
     {
         var normalized = (preferred ?? "auto").Trim().ToLowerInvariant();
-        if (normalized is "html" or "docx" or "markdown")
+        if (normalized is "html" or "docx" or "markdown" or "xlsx")
             return normalized;
 
         var intent = $"{docType} {topic}".ToLowerInvariant();
 
+        if (ContainsAny(intent, "xlsx", "excel", "workbook", "tracker", "dashboard", "scorecard", "워크북", "엑셀", "대시보드", "추적표"))
+            return "xlsx";
         if (ContainsAny(intent, "docx", "word", "워드"))
             return "docx";
         if (ContainsAny(intent, "markdown", ".md", "md ", "마크다운", "readme", "가이드", "manual", "guide", "회의록", "minutes"))
@@ -774,4 +819,134 @@ public class DocumentPlannerTool : IAgentTool
         public int TargetWords { get; set; } = 300;
         public List<string> KeyPoints { get; set; } = new();
     }
+
+    private sealed class WorkbookSheetPlan
+    {
+        public string Name { get; set; } = "";
+        public List<string> Headers { get; set; } = new();
+        public List<List<string>> Rows { get; set; } = new();
+    }
+
+    private static List<object> BuildWorkbookKpis(SectionPlan? summarySection)
+    {
+        var source = summarySection?.KeyPoints ?? [];
+        return source.Take(3).Select((point, index) => (object)new
+        {
+            label = $"KPI {index + 1}",
+            value = "[수치]",
+            trend = point,
+            note = "Replace with validated metric",
+        }).ToList();
+    }
+
+    private static List<WorkbookSheetPlan> BuildWorkbookSheets(string docType, List<SectionPlan> sections)
+    {
+        var plans = docType switch
+        {
+            "proposal" => new List<WorkbookSheetPlan>
+            {
+                new()
+                {
+                    Name = "BusinessCase",
+                    Headers = ["Workstream", "Investment", "Benefit", "Payback", "Owner"],
+                    Rows =
+                    [
+                        ["Initiative A", "[cost]", "[benefit]", "[months]", "[owner]"],
+                        ["Initiative B", "[cost]", "[benefit]", "[months]", "[owner]"],
+                    ],
+                },
+                new()
+                {
+                    Name = "Roadmap",
+                    Headers = ["Phase", "Milestone", "Timeline", "Owner", "Status"],
+                    Rows =
+                    [
+                        ["Phase 1", "[milestone]", "[date]", "[owner]", "Planned"],
+                        ["Phase 2", "[milestone]", "[date]", "[owner]", "Planned"],
+                    ],
+                },
+                new()
+                {
+                    Name = "Risks",
+                    Headers = ["Risk", "Impact", "Likelihood", "Mitigation", "Owner"],
+                    Rows =
+                    [
+                        ["[risk]", "High", "Medium", "[mitigation]", "[owner]"],
+                        ["[risk]", "Medium", "Low", "[mitigation]", "[owner]"],
+                    ],
+                },
+            },
+            "analysis" => new List<WorkbookSheetPlan>
+            {
+                new()
+                {
+                    Name = "Metrics",
+                    Headers = ["Metric", "Current", "Target", "Delta", "Comment"],
+                    Rows =
+                    [
+                        ["[metric]", "[current]", "[target]", "=[@Current]-[@Target]", "[insight]"],
+                        ["[metric]", "[current]", "[target]", "=[@Current]-[@Target]", "[insight]"],
+                    ],
+                },
+                new()
+                {
+                    Name = "Findings",
+                    Headers = ["Theme", "Finding", "Impact", "Evidence", "Owner"],
+                    Rows =
+                    [
+                        ["[theme]", "[finding]", "[impact]", "[source]", "[owner]"],
+                        ["[theme]", "[finding]", "[impact]", "[source]", "[owner]"],
+                    ],
+                },
+                new()
+                {
+                    Name = "Actions",
+                    Headers = ["Priority", "Action", "Owner", "Due Date", "Status"],
+                    Rows =
+                    [
+                        ["High", "[action]", "[owner]", "[date]", "Open"],
+                        ["Medium", "[action]", "[owner]", "[date]", "Open"],
+                    ],
+                },
+            },
+            _ => new List<WorkbookSheetPlan>
+            {
+                new()
+                {
+                    Name = "Detail",
+                    Headers = ["Category", "Item", "Value", "Trend", "Owner"],
+                    Rows =
+                    [
+                        ["[category]", "[item]", "[value]", "[trend]", "[owner]"],
+                        ["[category]", "[item]", "[value]", "[trend]", "[owner]"],
+                    ],
+                },
+                new()
+                {
+                    Name = "Actions",
+                    Headers = ["Action", "Owner", "Due Date", "Status", "Note"],
+                    Rows =
+                    [
+                        ["[action]", "[owner]", "[date]", "Open", "[note]"],
+                        ["[action]", "[owner]", "[date]", "Open", "[note]"],
+                    ],
+                },
+                new()
+                {
+                    Name = "Evidence",
+                    Headers = ["Section", "Key Point", "Evidence", "Source", "Comment"],
+                    Rows = sections.Take(4).Select(section => new List<string>
+                    {
+                        section.Heading,
+                        section.KeyPoints.FirstOrDefault() ?? "[key point]",
+                        "[evidence]",
+                        "[source]",
+                        "[comment]",
+                    }).ToList(),
+                },
+            },
+        };
+
+        return plans;
+    }
 }

src/AxCopilot/skills/kpi-workbook.skill.md

@@ -9,6 +9,7 @@ allowed-tools:
   - folder_map
   - file_read
   - data_pivot
+  - document_plan
   - excel_create
 tabs: cowork
 ---