DocForge

Professional document generation with configurable theming — PDF, Word, and multi-format export.

Built by Hidden Leaf Networks.

This repository also serves as a technical writing portfolio, demonstrating documentation for installation, quick-start workflows, developer usage, theming, markdown support, troubleshooting, and release communication.

Documentation

Guide	Description
Quick Start	Zero to first PDF in under 5 minutes
Invoice Generation	Step-by-step branded invoice tutorial
Theming Guide	Colors, fonts, margins, and brand presets
Markdown Support	Supported syntax and known limitations
API Reference	Complete class and method documentation
Troubleshooting	Common issues and solutions
Release Notes	Version history
Case Study	How DocForge was designed and deployed

Installation

pip install docforge

# With optional format support
pip install docforge[word]       # Word (.docx) generation
pip install docforge[excel]      # Excel (.xlsx) export
pip install docforge[all]        # Everything

Quick Start

from docforge import DocumentGenerator, Theme

theme = Theme(
    brand_name="Acme Corp",
    primary="#3B82F6",
    footer_text="Generated by Acme Corp",
)

gen = DocumentGenerator(theme=theme)

gen.create_pdf(
    "report.pdf",
    title="Q1 Report",
    content="## Summary\n\nRevenue increased **15%** year-over-year.",
    metadata={
        "author": "Jane Doe",
        "organization": "Acme Corp",
        "client": "Client Name",        # Shows on cover as "Prepared for:"
        "document_type": "report",       # Cover page label
        "location": "Detroit, Michigan",
    },
)

Features

• Configurable themes — Colors, fonts, margins, branding
• Professional PDF generation — Cover pages, headers, footers, page numbers
• Markdown parsing — Headings, bold, italic, code, lists, tables, horizontal rules
• Invoice generation — Branded invoices with line items, totals, payment terms
• Word document generation — Structured sections with metadata tables
• Multi-format chat export — TXT, PDF, CSV, XLSX with styled output
• Component library — Reusable flowables for custom document layouts

Themes

Every visual aspect is configurable through the Theme class:

from docforge import Theme

theme = Theme(
    name="corporate",
    brand_name="Acme Corp",
    primary="#1E40AF",       # Header and accent color
    secondary="#F59E0B",     # Secondary accent
    text_dark="#1F2937",     # Body text
    footer_text="Confidential — Acme Corp",
    footer_url="acme.com",
    font_body="Helvetica",
    font_heading="Helvetica-Bold",
)

Document Types

The document_type metadata key controls the cover page label. Supported types:

business_plan, grant_application, marketing_plan, financial_projection, executive_summary, pitch_deck, report, proposal, whitepaper

Cover Page Metadata

The metadata dict controls what appears on the cover page:

Key	Cover Page Line	Notes
client	Prepared for:	Client name. Falls back to organization if not set.
organization	(fallback for Prepared for)	Your org name.
author	Prepared by:	Falls back to theme.brand_name.
location	Location:	Optional.
document_type	(top label)	See supported types above.

Invoices

Generate branded invoices with itemized charges, totals, and payment terms:

from docforge.invoice import InvoiceData, InvoiceLineItem, generate_invoice
from docforge.theme import Theme

theme = Theme(
    brand_name="Acme Corp",
    primary="#14B8A6",
    footer_text="© 2026 Acme Corp",
)

invoice = InvoiceData(
    invoice_number="INV-2026-001",
    issue_date="June 1, 2026",
    due_date="June 14, 2026",
    project="Website Redesign",
    client_name="Jane Smith",
    business_name="Smith & Co",
    client_location="Detroit, Michigan",
    items=[
        InvoiceLineItem(description="Monthly website services", amount=175.00),
        InvoiceLineItem(description="Domain management", amount=0, included=True),
    ],
    notes=["Covers June 2026 services."],
    payment_methods=["Cash App, PayPal, bank transfer."],
    remittance_notes=["Please reference INV-2026-001 with payment."],
)

generate_invoice("invoice.pdf", invoice, theme=theme)

Reusable Invoice CLI

For HLN agency use, the generate_care_plan_invoice.py script handles both build installments and care plan invoices from the command line:

# Build installment
python3 scripts/generate_care_plan_invoice.py \
  --client "Client Name" \
  --business "Business Name" \
  --invoice-number HLN-INV-2026-005 \
  --month "June 2026" \
  --type build --amount 175 --installment "2 of 4"

# Care plan (essential | growth | authority)
python3 scripts/generate_care_plan_invoice.py \
  --client "Client Name" \
  --business "Business Name" \
  --invoice-number HLN-INV-2026-008 \
  --month "September 2026" \
  --type care --plan growth

Care plan tiers and their rates:

Plan	Monthly	Includes
Essential	$75	Hosting, monitoring, minor edits, form reliability
Growth	$150	+ Content updates, Google Business Profile, analytics, priority support
Authority	$300	+ Integrations, automation, consulting hours, performance optimization

Markdown Support

The parse_markdown_content renderer handles:

• # H1 / ## H2 / ### H3 — section and subsection headers
• **bold** / *italic* / ***both*** — inline formatting
• - item or * item — bullet lists
• 1. item — numbered lists
• --- / *** / ___ — horizontal rules (rendered as themed dividers)
• **Bold Header:** — auto-detected subsection headers
• Markdown tables with | col | col | syntax — rendered as themed tables with headers

Chat Export

Export conversations to multiple formats:

from docforge.export import ChatExportService, ChatMessage, ExportMetadata

messages = [
    ChatMessage(role="user", content="What's the status?"),
    ChatMessage(role="assistant", content="All systems operational."),
]

metadata = ExportMetadata(title="Support Chat", brand_name="Acme Corp")

ChatExportService.export(messages, metadata, fmt="pdf", export_dir="./exports")
ChatExportService.export(messages, metadata, fmt="xlsx", export_dir="./exports")

Project Structure

docforge/
├── src/docforge/
│   ├── generator.py        # High-level DocumentGenerator API
│   ├── invoice.py          # Invoice generation (InvoiceData + generate_invoice)
│   ├── theme.py            # Theme class, styles, table styles
│   ├── pdf/
│   │   ├── components.py   # Flowables: cover page, sections, lists, tables, markdown
│   │   └── document.py     # ForgeDocument / SimpleForgeDocument wrappers
│   ├── word/               # Word (.docx) generation
│   └── export/             # Chat export (TXT, PDF, CSV, XLSX)
├── scripts/                # HLN agency invoice/proposal generators
├── examples/               # Example usage scripts
└── tests/                  # Test suite

License

Apache License 2.0 — see LICENSE for details.

---

Built with intention by Hidden Leaf Networks — an applied AI studio.