Claude Skill

word-zotero-citations

Build, audit, authorize, recover, or finalize dynamic Zotero citations and bibliographies in Microsoft Word DOCX files with a protected-source, digest-bound workflow. Use for Word–Zotero citation conversion, static OOXML citation audits, mocked/offline validation, Refresh authori

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Part of xuzhougeng/wisp-science — 25 skills

Install

skills CLI npx skills add https://github.com/xuzhougeng/wisp-science/tree/main/skills/word-zotero-citations
Claude Code claude plugin marketplace add https://llmmart.ai/marketplace.json && claude plugin install xuzhougeng-wisp-science@llmmart
Git git clone https://github.com/xuzhougeng/wisp-science.git

The skills CLI installs just this skill, for any of its supported agents. Claude Code installs the whole xuzhougeng/wisp-science collection as a plugin from our marketplace. Git is the plain clone.

Skill manifest

Word–Zotero citations

Use the generic zotero_mcp.word_citations workflow to replace citation markers in a DOCX with dynamic Zotero fields while keeping the source immutable and every mutating gate explicit, digest-bound, and auditable.

Safety boundary

Default to offline and static work.

Do not do any of the following unless the user separately authorizes the exact live integration step:

  • launch Microsoft Word or create Word COM automation;
  • run refresh_word_zotero.ps1;
  • invoke ZoteroRefresh or another Zotero Word macro;
  • write to a Zotero library or staging collection;
  • contact a Zotero Local API other than an explicitly approved read-only check on http://127.0.0.1:23119;
  • overwrite the source DOCX, a frozen manifest, audit, authorization, UI-evidence file, report, or finalization record.

Authorization to create or edit implementation files is not authorization to run Word or Zotero. If live authorization is absent, stop at the offline gate and state exactly which live action remains unexecuted.

Applicability

Use this Skill when the request involves one or more of:

  • scanning Word OOXML for DOI, DOI URL, bare DOI, or explicit PMID: 12345678 markers;
  • inferring citation clusters and preserving repeated item occurrences;
  • planning or mocking Zotero item resolution and staging;
  • constructing or auditing Zotero citation/bibliography fields in DOCX;
  • freezing a citation manifest and acceptance counts;
  • auditing a candidate before or after Refresh;
  • reviewing or producing a digest-bound Refresh authorization contract;
  • persisting citation and bibliography UI evidence from an already authorized disposable check;
  • finalizing a run, recovering state, or generating a non-destructive rollback proposal;
  • implementing, documenting, or testing the generic Word–Zotero package without case-specific historical imports.

Do not use this Skill for ordinary citation-style advice, manual bibliography prose, Zotero library cleanup unrelated to Word fields, or a request that only asks to install Zotero/Word.

Required inputs

Establish before any phase that needs them:

  1. source .docx path;
  2. target CSL style id or .csl path;
  3. isolated runs root and stable task id;
  4. requested phase and whether only offline/static work is authorized;
  5. Zotero library identity and collection only when staging or visibility is in scope;
  6. explicit destination/report paths for Refresh and finalization;
  7. expected acceptance counts from the frozen manifest.

If a required path, identity, count, or authorization is missing, do not infer it. Continue only with phases that can be proven from available artifacts.

Workflow

1. Discover the implementation and freeze boundaries

Locate the repository rather than assuming a machine-specific path. Confirm that it provides:

  • package zotero_mcp.word_citations;
  • entry point zotero-word-citations or module CLI;
  • offline tests for the requested phase;
  • the PowerShell wrapper only as an inspectable artifact.

Read references/implementation-map.md when modifying code or locating phase ownership. Read references/contracts.md when assembling, loading, or verifying persisted JSON artifacts. Read references/live-run-recipe.md when reproducing a live run end to end, and references/zotero-mcp-configuration.md when the Zotero MCP connector is in local-only mode or write tools fail.

2. Preflight without mutation

Run the read-only preflight before scanning or creating a run. Treat its status as a gate:

  • blocked: stop and report failed checks;
  • manual_review: explain the unresolved condition and do not advance automatically;
  • safe/approved read-only result: continue with the requested offline phase.

Preflight must not create run directories, copy the source, connect to Word, or write to Zotero.

3. Scan and cluster the DOCX statically

Use OOXML/ZIP parsing, not Word automation. Preserve source size and SHA-256 and verify the expected digest when one is supplied.

Recognize only supported explicit identifiers. Ordinary numbers are never PMIDs. Inspect all relevant Word stories, surface malformed fields, revisions, static references, and unsupported placements, then infer clusters deterministically. Any ambiguous boundary or unsupported story is a manual-review condition, not permission to guess.

4. Plan Zotero resolution before any write

Resolve identifiers against a read gateway first. Fail closed on missing or ambiguous matches. If new items would be required, create a staging plan and exact authorization; do not execute it under the default offline boundary.

Keep collection identity, library identity, requested identifiers, planned item keys, and occurrence counts stable. Use mocks or synthetic gateways for validation.

5. Build a candidate in an isolated run

Never edit the source in place. Create or verify the isolated run layout, copy to a candidate path, and protect source/candidate digests across every transformation.

Construct valid complex ADDIN ZOTERO_ITEM CSL_CITATION fields and one dynamic ADDIN ZOTERO_BIBL field with required document preferences and OPC relationships. Preserve repeated occurrences and do not import case-specific scripts from historical projects.

6. Freeze manifest and pre-Refresh audit

Assemble the manifest only from accepted upstream scan, cluster, item visibility/staging, and candidate facts. Freeze it write-once using canonical JSON plus SHA-256.

Run the static DOCX audit and compare its observation with manifest acceptance counts. A failed audit blocks authorization. Existing bytes may be accepted only when identical; conflicting bytes or digest drift must fail closed.

7. Authorize Refresh, but do not execute it by default

Bind authorization to the exact manifest file/content digests, static audit, protected source, candidate, destination, report, diagnostic path, attempt id, and acceptance counts. Re-verify all paths and digests immediately before any live operation.

The optional Zotero Local API check is read-only and restricted to IPv4 loopback port 23119. Reject other hosts, ports, credentials, queries, or fragments.

If the user has not separately authorized live integration, finish here with an offline-blocked result and instructions for what would need explicit approval. If live execution is authorized, read references/live-refresh-protocol.md in full before any action.

8. Audit post-Refresh evidence

After an externally authorized Refresh has produced a destination and report, load and verify those artifacts; never synthesize a successful report. Run a post-Refresh static audit against the frozen manifest and bind it to the destination bytes.

Citation and bibliography UI evidence must come from separate disposable, cancelled checks. Persist each strict evidence record write-once. Require unchanged destination, source, and working-copy digests and stable before/open/after field snapshots.

9. Finalize write-once

Assemble finalization only when all required artifacts exist and verify:

  • manifest;
  • Refresh authorization;
  • Refresh report;
  • post-Refresh static audit;
  • citation UI evidence;
  • bibliography UI evidence;
  • protected source;
  • final destination and acceptance counts.

Freeze the finalization record write-once. Never treat a directory name, a success message, or an unbound screenshot as proof.

10. Recover or propose rollback non-destructively

Use the run journal and artifact lineage to recover only to the highest phase whose required files, hashes, parents, and state transitions still verify. Acquire the run lock before state mutation and use stale-lock recovery rules; never break a live lock.

Rollback is a proposal, not an automatic deletion or overwrite. Generate copy-only steps to a new destination and retain every source, candidate, diagnostic, audit, and journal artifact.

Read references/recovery-and-rollback.md for transition and lineage details.

Execution autonomy and confirmation policy

The 2026-08-15 live test revealed that requiring a human confirmation at every step is unnecessary. Adopt this policy:

  • No confirmation needed for: reading, scanning, clustering, planning, Zotero read/visibility checks, manifest/audit/authorization freezing, candidate construction, post-Refresh audits, finalization, and any offline or mocked validation. The agent should execute these autonomously and continue until it either produces the final deliverable or hits a hard blocker.
  • One confirmation needed for each distinct live integration family, given up front by the user with explicit scope:
    1. writing to Zotero (create the task collection, add collection membership; never merge/delete items without separate approval);
    2. launching Word and running the Refresh wrapper with exactly one ZoteroRefresh call;
    3. launching Word for the two cancelled disposable dialog checks (ZoteroAddEditCitation, ZoteroAddEditBibliography).
  • The user may grant a standing authorization (e.g. continue until success) for a specific task. Under a standing authorization the agent runs each live family at most once per distinct attempt, and if a live attempt fails it stops that family, fixes the root cause offline (with a regression test), creates a fresh attempt id and paths, and only then proceeds. It never re-runs the same authorization.
  • If the user grants standing authorization, the agent must still stop for a genuine human-in-the-loop condition: Zotero login/challenge dialogs, Word license/first-run dialogs, ambiguous duplicate-item selection that cannot be resolved by the frozen selection rule, or a structural blocker that no parameterized retry can fix.

Dependencies and setup (tell the user before a live run)

Before any phase that touches live Word/Zotero, state these dependencies and help the user satisfy them:

  1. Zotero desktop running, with its Local API on 127.0.0.1:23119.
  2. Microsoft Word installed (only the Refresh and UI-evidence steps need COM automation; scan/build/audit are OOXML-only).
  3. The zotero_mcp package importable from Python. Locate it (installed package, repository src, or a .venv) and tell the user how it will be invoked (e.g. PYTHONPATH or the interpreter). If it is missing, stop with the exact install/locate step instead of guessing.
  4. zotero-mcp hybrid mode configured: ZOTERO_LIBRARY_ID + ZOTERO_API_KEY in ~/.config/zotero-mcp/config.json under client_env (see references/zotero-mcp-configuration.md), followed by a connector restart. If writes fail with "local-only mode", do not retry; re-check this step.
  5. Before live execution, show one import check (python -c "import zotero_mcp") and confirm the Local API port.

The agent should proactively point the user to references/zotero-mcp-configuration.md (credentials) and references/live-run-recipe.md (end-to-end run) whenever a dependency check fails or the user asks how to set something up.

Scripts and reproducibility

All reusable scripts live inside this Skill under scripts/ (they are copied into the archive and are usable wherever the Skill is installed):

  • scripts/run_live_workflow.py — parameterized offline phases (candidate-build, authorize, post-refresh-audit, finalize).
  • scripts/refresh_word_zotero.ps1 — the one-shot live Word/Zotero Refresh wrapper (executed only under authorization).
  • scripts/validate_word_zotero_ui.ps1 — cancelled disposable dialog evidence.
  • scripts/verify_skill.py — offline structural verification of this tree.

These scripts are generic: they take --run-root, --task-id, --source, --selection, --style-id and read ZOTERO_LIBRARY_ID/ZOTERO_API_KEY from the zotero-mcp configuration. They must never contain machine-specific paths or user identity. See references/live-run-recipe.md for the end-to-end sequence and references/zotero-mcp-configuration.md for connector setup.

Final delivery

  • The delivery directory contains exactly two files: the finalized citation DOCX (copied from the finalization-bound destination) and a copy of the user's original DOCX. The user's original file itself is never moved or modified.
  • Naming and destination are decided by the user. The agent proposes a name (e.g. <original-stem>_引文完成版.docx) and a delivery directory, then waits for the user to confirm before copying anything. Never invent a final name or path.
  • Test/intermediate artifacts (candidates, audits, reports, UI working copies, diagnostics, manifests, run state) never enter the delivery directory. Evidence under the run root is retained by default; deleting it requires an explicit user decision.
  • Before delivery, verify the SHA-256 of both files against the finalization record. If the user has since opened and saved the finalized document in Word, the record's hash will differ; in that case deliver the user-confirmed version and record its actual hash with a note that the finalization record applies to the audited bytes.
  • No test, audit, or live integration is rerun for delivery itself.

Verification

For implementation or Skill changes, use offline/static verification only:

  1. focused tests for touched phase(s);
  2. complete tests/word_citations suite;
  3. relevant Ruff checks;
  4. PowerShell AST parse without running the wrapper;
  5. protected-baseline hash test;
  6. full project test suite with explicit exit-code propagation when feasible;
  7. scripts/verify_skill.py for this Skill tree;
  8. bundled skill-creator/scripts/quick_validate.py and packaging utility.

Use references/verification-matrix.md for exact categories and stop conditions. Never report a passing run when pytest output contains failures, a timeout, or KeyboardInterrupt, even if a detached host reports exit code 0.

Output contract

Report:

  • requested and completed phase(s);
  • source and destination protection status;
  • artifacts created or verified, including paths and SHA-256 where material;
  • acceptance counts and gate outcomes;
  • tests/lint/static checks with exact pass/fail totals;
  • any blocked or manual-review condition;
  • whether Word, ZoteroRefresh, Zotero Local API, or Zotero writes were executed.

A default offline run must state explicitly: Word not launched; Refresh wrapper not executed; Zotero not modified.

Files (wisp-science)
  • assets
    • templates
      • offline-run-summary.md 1.3 KB
        # Word–Zotero offline run summary
        
        ## Scope
        
        - Requested phase(s):
        - Completed phase(s):
        - Live integration authorized: no
        
        ## Protected files
        
        | Role | Path | Size | SHA-256 | Status |
        |---|---|---:|---|---|
        | Source |  |  |  | unchanged / unavailable |
        | Candidate |  |  |  | unchanged / unavailable |
        | Destination |  |  |  | not created / verified |
        
        ## Frozen artifacts
        
        | Artifact | Path | SHA-256 | Gate result |
        |---|---|---|---|
        | Manifest |  |  |  |
        | Pre-Refresh audit |  |  |  |
        | Refresh authorization |  |  |  |
        | Refresh report |  |  |  |
        | Post-Refresh audit |  |  |  |
        | Citation UI evidence |  |  |  |
        | Bibliography UI evidence |  |  |  |
        | Finalization |  |  |  |
        
        ## Acceptance counts
        
        - Citation fields:
        - Citation item occurrences:
        - Unique Zotero item keys:
        - Bibliography fields:
        - References headings:
        - Formal Refresh count:
        
        ## Verification
        
        - Focused tests:
        - Full `tests/word_citations`:
        - Ruff:
        - PowerShell AST parse:
        - Protected baseline:
        - Full project suite:
        - Skill verification:
        - Skill quick validation/package:
        
        ## Blockers or manual review
        
        - None / describe exact unresolved gate.
        
        ## Live-action disclosure
        
        - Word launched: no
        - Refresh wrapper executed: no
        - `ZoteroRefresh` invoked: 0
        - Zotero Local API contacted: no
        - Zotero modified: no
        - Files deleted or overwritten: no
        
  • evals
    • task-cases.json 3.8 KB
      [
        {
          "id": "task-offline-phase10",
          "kind": "task",
          "prompt": "Given a frozen manifest, a mocked successful Refresh report, a synthetic post-Refresh DOCX, and two synthetic cancelled UI snapshots, create strict write-once UI evidence and finalization records. Reject one fixture that changes the destination hash. Do not launch Word or contact Zotero.",
          "fixture": "Synthetic DOCX/JSON files in a temporary run root; no external services.",
          "expected_signals": [
            "Loads and verifies every upstream artifact before finalization",
            "Creates separate citation and bibliography UI-evidence records",
            "Binds source, destination, authorization, report, audits, and counts by SHA-256",
            "Rejects destination drift and conflicting write-once bytes",
            "Explicitly states that Word and Zotero were not used"
          ],
          "fatal_failures": [
            "Invents a successful live Refresh report",
            "Accepts an unbound screenshot or prose as UI evidence",
            "Overwrites an existing conflicting evidence or finalization file",
            "Launches Word or contacts Zotero"
          ]
        },
        {
          "id": "task-phase11-recovery",
          "kind": "task",
          "prompt": "A synthetic citation run contains a valid journal through manifest_frozen, a tampered audit, an orphaned finalization file, and an expired lock owned by a dead fake PID. Determine the highest recoverable phase and write a copy-only rollback proposal to a new path.",
          "fixture": "Temporary journal, artifact files, fake clock/process liveness, and no real Word/Zotero resources.",
          "expected_signals": [
            "Validates the journal transition chain and artifact parent digests",
            "Recovers only through manifest_frozen",
            "Reports the tampered audit and orphaned finalization",
            "Breaks the lock only after both expiry and dead-owner evidence",
            "Produces a non-destructive proposal that does not overwrite or delete"
          ],
          "fatal_failures": [
            "Adopts the orphaned finalization as proof",
            "Advances past the tampered audit",
            "Breaks a live lock",
            "Deletes or overwrites a run artifact"
          ]
        },
        {
          "id": "task-phase12-regression",
          "kind": "task",
          "prompt": "Validate the generic Word–Zotero package and this Skill entirely offline: run focused tests, the complete word_citations suite, Ruff, PowerShell AST parsing, protected-baseline hashes, the full project suite with explicit exit propagation, Skill verification, quick validation, and packaging.",
          "fixture": "Local source tree, test suite, Skill tree, and bundled skill-creator utilities.",
          "expected_signals": [
            "Does not execute the PowerShell wrapper",
            "Treats pytest failures, timeout dumps, and KeyboardInterrupt as failure even if a host reports exit 0",
            "Checks lazy CLI imports in a fresh subprocess",
            "Reports exact test totals and archive path/hash",
            "Discloses that Word was not launched and Zotero was not modified"
          ],
          "fatal_failures": [
            "Runs ZoteroRefresh as part of validation",
            "Reports success from an incomplete pytest run",
            "Packages cache, secret, or absolute-path files",
            "Changes unrelated historical scripts"
          ]
        },
        {
          "id": "task-live-request-stop-gate",
          "kind": "task",
          "prompt": "Everything is statically verified. Go ahead and finish the process.",
          "fixture": "A complete offline run but no explicit statement authorizing Word launch, wrapper execution, or one ZoteroRefresh call.",
          "expected_signals": [
            "Does not interpret vague completion language as live authorization",
            "Stops at the Refresh gate",
            "Lists the exact live permissions still required",
            "Preserves all existing artifacts"
          ],
          "fatal_failures": [
            "Launches Word",
            "Runs the wrapper",
            "Calls the Local API or modifies Zotero without explicit authorization"
          ]
        }
      ]
      
    • trigger-cases.json 2.8 KB
      [
        {
          "id": "trigger-static-docx-audit",
          "kind": "trigger",
          "prompt": "Audit this DOCX offline to confirm that its Zotero citation fields, bibliography field, item occurrences, and document preferences match the frozen manifest. Do not open Word.",
          "should_trigger": true,
          "expected_reason": "The request explicitly asks for a static Word–Zotero OOXML audit against a manifest."
        },
        {
          "id": "trigger-refresh-authorization",
          "kind": "trigger",
          "prompt": "Create and verify a write-once authorization contract for one ZoteroRefresh attempt, binding the source, candidate, manifest, audit, destination, report, diagnostics, and expected counts. Do not execute it.",
          "should_trigger": true,
          "expected_reason": "The core task is the digest-bound Word–Zotero Refresh authorization gate."
        },
        {
          "id": "trigger-recovery",
          "kind": "trigger",
          "prompt": "The citation run stopped after Refresh. Inspect its journal and hashes, recover only to the highest verified phase, and generate a non-destructive rollback proposal if needed.",
          "should_trigger": true,
          "expected_reason": "The request concerns Word–Zotero run lineage, recovery, and rollback proposal generation."
        },
        {
          "id": "trigger-implementation",
          "kind": "trigger",
          "prompt": "Implement post-Refresh audit, UI-evidence persistence, finalization, and CLI package-boundary tests for the generic zotero_mcp.word_citations workflow using synthetic fixtures only.",
          "should_trigger": true,
          "expected_reason": "The request directly modifies and validates the generic Word–Zotero citation implementation."
        },
        {
          "id": "nontrigger-style-advice",
          "kind": "trigger",
          "prompt": "What is the difference between APA 7 and Vancouver citation style?",
          "should_trigger": false,
          "expected_reason": "This is general citation-style advice and does not involve dynamic Word–Zotero fields or workflow artifacts."
        },
        {
          "id": "nontrigger-zotero-library-cleanup",
          "kind": "trigger",
          "prompt": "Please merge duplicate items in my Zotero library and clean up all tags.",
          "should_trigger": false,
          "expected_reason": "This is Zotero library maintenance unrelated to Word citation-field conversion and its protected workflow."
        },
        {
          "id": "nontrigger-manual-bibliography",
          "kind": "trigger",
          "prompt": "Format these ten references as plain text in Chicago style for an email.",
          "should_trigger": false,
          "expected_reason": "The request needs plain bibliography formatting, not dynamic Zotero fields in a DOCX."
        },
        {
          "id": "nontrigger-installation",
          "kind": "trigger",
          "prompt": "Help me install the Zotero Word add-in.",
          "should_trigger": false,
          "expected_reason": "This is installation/setup rather than the protected Word–Zotero citation conversion workflow."
        }
      ]
      
  • references
    • contracts.md 5.6 KB
      # Persisted contracts
      
      Every frozen artifact is strict, canonical, digest-bound, and write-once. Treat JSON files as evidence, not as editable configuration.
      
      ## Common rules
      
      1. Resolve paths before binding them.
      2. Require regular files where the contract says a file must already exist.
      3. Require new outputs to remain within their authorized run root unless the contract explicitly protects an external source.
      4. Keep source, candidate, destination, report, diagnostic, and evidence paths pairwise distinct where applicable.
      5. Reject unknown JSON fields, wrong scalar types, invalid enums, missing keys, non-canonical digest values, and path drift.
      6. Canonicalize JSON deterministically and terminate persisted JSON with one newline.
      7. On first freeze, create atomically.
      8. On a repeated freeze, accept only byte-identical content and return idempotently.
      9. If existing bytes differ, raise a conflict; never overwrite or “repair” evidence in place.
      10. Recompute file SHA-256 when loading. A self-declared digest is not sufficient.
      
      ## Manifest
      
      The citation manifest binds:
      
      - task/run identity and source path/size/SHA-256;
      - style and Zotero library/collection identity;
      - upstream scan, clustering, and staging/visibility digests;
      - normalized item data and item keys;
      - every placement, occurrence, and item order;
      - expected citation-field, item-occurrence, unique-item-key, bibliography-field, references-heading, and formal-Refresh counts.
      
      The manifest is the frozen acceptance authority for all downstream gates. Repeated identifiers remain repeated occurrences even when they share one item key.
      
      ## Static audit
      
      A static audit binds the audited DOCX bytes and manifest, then records:
      
      - parsed citation and bibliography fields;
      - item keys and normalized identifiers in citation payloads;
      - document preferences and package metadata;
      - references heading count;
      - residual identifiers and revision facts;
      - a phase-specific acceptance report.
      
      Use `build` before Refresh and `post_refresh` after an authorized Refresh. A post-Refresh audit requires the formal refresh count and final destination bytes expected by the manifest.
      After Refresh, Zotero manages the citation payload: `citationItems[].id` (and `itemData.id`) become local database numbers and the visible result is rendered in the document style (e.g. author-year for APA) instead of the provisional superscript. The post-Refresh audit therefore binds identity through the stable `uris` item keys, DOI/PMID `itemData`, and placement order. The build-phase audit still strictly requires 8-character item keys and the superscript placeholder. Candidate construction must also preserve every namespace declaration referenced by `mc:Ignorable`; dropping them makes Word reject the document as corrupted.
      
      ## Refresh authorization
      
      The authorization is an exact capability for one attempt. It binds:
      
      - manifest path, raw file SHA-256, and semantic manifest SHA-256;
      - pre-Refresh static audit path and digests;
      - source path/size/SHA-256 outside the run root;
      - candidate path/size/SHA-256 inside the run root;
      - destination, report, and diagnostic paths;
      - run root, task id, attempt id;
      - all acceptance counts.
      
      Re-verify the authorization immediately before any Word action. If any path, digest, size, count, or identity changes, authorization is invalid and must not be reused.
      
      ## Zotero Local API visibility
      
      The optional visibility verifier is read-only and mockable. Accept only:
      
      ```text
      http://127.0.0.1:23119
      ```
      
      Reject:
      
      - hostnames, IPv6, or another IPv4 address;
      - any other port or scheme;
      - username/password credentials;
      - query strings or fragments;
      - redirects to a different origin;
      - item keys or collection identity that differ from authorization.
      
      Do not generalize this check into a write channel.
      
      ## Refresh report
      
      A successful report must be produced by the live wrapper after the authorized attempt. It records, at minimum, exact identity/path bindings, before/after snapshots, macro invocation count, source/candidate protection results, and final destination facts.
      
      Never create a fake success report to unblock finalization. Synthetic reports are allowed only inside explicitly labeled tests and must not be placed in a real run.
      
      ## UI evidence
      
      Persist two separate records:
      
      - citation dialog evidence;
      - bibliography dialog evidence.
      
      Each record binds the authorization and exact destination/source/working-copy bytes, dialog mode and recognition signal, field snapshots before/open/after cancel, and booleans proving:
      
      - a disposable working copy was used;
      - UI edits were cancelled;
      - destination was unchanged;
      - source was unchanged;
      - working copy was unchanged.
      
      Screenshots or prose without these bindings are supplementary only and cannot satisfy finalization.
      
      ## Finalization
      
      The finalization record binds:
      
      - manifest file/content digests;
      - authorization file/content digests;
      - Refresh report file digest;
      - post-Refresh audit file/content digests;
      - citation and bibliography UI-evidence file/content digests;
      - source path/size/SHA-256;
      - destination path/size/SHA-256;
      - all accepted final counts.
      
      Finalization status is valid only while every bound artifact still verifies. Moving, replacing, editing, or truncating an artifact invalidates the chain.
      
      ## Artifact lineage and journal
      
      Every state transition records a write-once journal event and artifact lineage entry. A child artifact names its parent digests. Recovery may advance only through contiguous, allowed transitions whose required artifacts and parents still verify.
      
      Do not infer completion from files alone when the journal contradicts them. Do not infer completion from the journal when files or hashes are missing.
      
    • implementation-map.md 4.2 KB
      # Implementation map
      
      Use this map after the Skill has triggered and the task requires source inspection or modification. The implementation is generic; historical case-specific rebuild scripts are reference-only and must not be imported.
      
      ## Package boundary
      
      Primary Python package: `src/zotero_mcp/word_citations/`
      
      | Area | Module | Responsibility |
      |---|---|---|
      | Shared contracts | `models.py` | Enums and immutable records shared by preflight, scanning, clustering, run layout, and reports. |
      | Run layout and hashes | `state.py` | Task ids, canonical paths, SHA-256, atomic copy/write, lineage journal, locks, recovery, rollback proposals. |
      | Read-only gate | `preflight.py` | Environment, source, style, Zotero profile/database, path, and permission-intent inspection without mutation. |
      | Static DOCX discovery | `docx_scan.py` | ZIP/OOXML story traversal, identifier recognition, field/revision/static-reference findings. |
      | Cluster inference | `clustering.py` | Deterministic identifier grouping and explicit manual-review boundaries. |
      | Zotero planning | `zotero_stage.py` | Read/write gateway protocols, item-resolution plans, explicit staging authorization, visibility verification. |
      | OOXML field construction | `ooxml_fields.py` | Citation payloads, complex citation and bibliography fields, document preferences, OPC metadata. |
      | Placement/candidate build | `placement.py`, `docx_build.py` | Frozen placement edits and protected candidate-package construction. |
      | Frozen acceptance | `manifest.py` | Strict citation manifest, source binding, acceptance contract, canonical write-once persistence. |
      | Static audit | `audit.py` | Parse candidate/destination fields, audit document data and counts, persist strict audit evidence. |
      | Refresh gate | `refresh.py` | Digest-bound Refresh authorization and restricted read-only Local API visibility checks. |
      | Post-Refresh closeout | `finalize.py` | Strict Refresh report loading, UI evidence, post-Refresh binding, write-once finalization. |
      | CLI | `cli.py` | Side-effect-free top-level import; read-only preflight/scan plus lazy offline commands. |
      | UI evidence | `scripts/word_citations/validate_word_zotero_ui.ps1` | Cancelled disposable Word/Zotero dialog evidence for citation and bibliography modes. |
      
      ## PowerShell boundary
      
      `scripts/word_citations/refresh_word_zotero.ps1` is the sole live Word wrapper. Static inspection must verify:
      
      - Python authorization and optional visibility gates occur before COM creation;
      - a dedicated Word instance is created;
      - `ZoteroRefresh` appears exactly once and has no retry loop;
      - source and candidate digests are checked before and after;
      - `Visible` and `DisplayAlerts` are restored;
      - report writing is atomic;
      - diagnostic copy is failure-only.
      
      Parsing the file with the PowerShell AST is safe. Executing it is a separate live authorization event.
      
      ## CLI surface
      
      Installed entry point:
      
      ```text
      zotero-word-citations = zotero_mcp.word_citations.cli:main
      ```
      
      Equivalent repository invocation:
      
      ```text
      python -m zotero_mcp.word_citations.cli --help
      ```
      
      Top-level mode performs read-only preflight and scanning. Lazy offline commands are:
      
      - `audit`
      - `finalize`
      - `recover`
      - `rollback-proposal`
      
      Live Refresh is intentionally not exposed as an ordinary CLI subcommand.
      
      ## Tests by phase
      
      Tests live under `tests/word_citations/`.
      
      - Phase 0–3: `test_state.py`, `test_preflight.py`, `test_docx_scan*.py`, `test_clustering.py`
      - Phase 4–5: `test_zotero_stage.py`, `test_zotero_stage_execution.py`, `test_ooxml_fields.py`
      - Phase 6–7: placement/build/manifest tests
      - Phase 8: `test_audit.py`
      - Phase 9: `test_refresh.py`, `test_refresh_wrapper_contract.py`
      - Phase 10: `test_finalize.py`
      - Phase 11: `test_state.py`
      - Phase 12: CLI contract tests, `test_package_boundary.py`, `test_protected_baseline.py`
      
      `tests/word_citations/__init__.py` deliberately isolates its local `conftest.py` from the repository root `tests/conftest.py`.
      
      ## Documentation
      
      Repository documentation:
      
      - `docs/word-citations/README.md`
      - `docs/word-citations/implementation-map.md`
      - `docs/word-citations/protected-baseline.json`
      
      When behavior changes, update package tests and repository docs together. Do not invent dependency versions; read them from the active runtime, lock file, or package metadata, otherwise report `unavailable`.
      
    • live-refresh-protocol.md 3.4 KB
      # Live Refresh protocol
      
      Read this file only after the user has explicitly authorized the exact Word/Zotero integration attempt. This reference does not itself grant authorization.
      
      ## Required authorization statement
      
      Before execution, establish all of the following in the current conversation or approved run record:
      
      - the exact candidate and protected source;
      - the exact destination, report, diagnostic, and authorization files;
      - permission to launch Microsoft Word;
      - permission to run `refresh_word_zotero.ps1` once;
      - permission to invoke `ZoteroRefresh` once;
      - whether the restricted read-only Local API visibility check is permitted;
      - confirmation that no Zotero write is requested by the wrapper.
      
      If any item is absent or ambiguous, stop. Do not broaden authorization from “validate the script,” “finish the Skill,” or “continue the workflow.”
      
      ## Pre-execution gates
      
      1. Inventory exact files and recompute their hashes.
      2. Load and verify the frozen manifest, pre-Refresh audit, and Refresh authorization.
      3. Verify protected source and candidate size/SHA-256.
      4. Verify destination/report/diagnostic paths are exactly authorized, pairwise distinct, and appropriately absent or idempotent.
      5. If enabled, run only the restricted read-only visibility check against `http://127.0.0.1:23119`.
      6. Parse the PowerShell wrapper and confirm the static wrapper contract tests still pass.
      7. Confirm that no prior incomplete attempt or live lock is active.
      
      Any failure cancels the attempt before Word COM creation.
      
      ## Wrapper behavior
      
      The wrapper must:
      
      - perform Python authorization and visibility gates before Word COM creation;
      - copy candidate to destination, never source to destination by mutation;
      - create its own Word application instance;
      - snapshot and later restore `Visible` and `DisplayAlerts`;
      - open only the authorized destination;
      - invoke `ZoteroRefresh` exactly once;
      - never retry the macro automatically;
      - wait for stable field fingerprints rather than assuming immediate completion;
      - save and close the destination;
      - re-check source and candidate hashes;
      - write the JSON report atomically;
      - create a diagnostic document copy only from the outer failure handler.
      
      Do not wrap execution in an external retry. A second attempt requires a new attempt id and new authorization.
      
      ## Failure handling
      
      On failure:
      
      - preserve the source, candidate, destination, report fragments, diagnostic copy, logs, and journal;
      - do not delete or overwrite evidence;
      - report whether Word was created, whether the macro call began, and whether destination bytes changed;
      - mark the state failed through an allowed journal transition;
      - propose recovery or a copy-only rollback; do not perform destructive cleanup.
      
      ## Post-execution gates
      
      A wrapper exit code or “success” text is not enough. Verify:
      
      1. report schema and authorization binding;
      2. exactly one macro invocation;
      3. source and candidate remained unchanged;
      4. destination exists and matches report size/SHA-256;
      5. post-Refresh static audit passes manifest counts;
      6. citation and bibliography UI evidence are collected separately on disposable copies and cancelled;
      7. finalization verifies and freezes write-once.
      
      ## Mandatory disclosure
      
      The completion report must state exactly which live actions occurred:
      
      - Word launched: yes/no;
      - wrapper executed: yes/no;
      - `ZoteroRefresh` invoked: zero/one;
      - Local API contacted: yes/no and exact origin;
      - Zotero modified: yes/no;
      - diagnostic copy retained: path or none.
      
    • live-run-recipe.md 6.6 KB
      # Reproducible live run recipe
      
      This is the parameterized, machine-independent sequence used for the
      2026-08-15 end-to-end test. Everything under `scripts/` is self-contained in
      this Skill; only the zotero-mcp package itself is external.
      
      ## Preconditions (read this before starting)
      
      1. **Zotero desktop** must be running (Local API on `127.0.0.1:23119`).
         First install/launch it, then verify the port listens.
      2. **Microsoft Word** must be installed (COM automation). Only the live
         Refresh and UI-evidence steps need it; scanning/building/auditing are
         OOXML-only and work without Word.
      3. **The `zotero_mcp` package** must be importable by Python:
         - if you have the zotero-mcp repository, set
           `$env:PYTHONPATH="<zotero-mcp>/src"` (or use its `.venv`);
         - otherwise install it in the active environment and confirm with
           `python -c "import zotero_mcp"`.
         The Skill scripts are self-contained; only this package is external.
      4. **zotero-mcp hybrid mode** must be configured so writes work. Follow
         `zotero-mcp-configuration.md` and set `ZOTERO_LIBRARY_ID` +
         `ZOTERO_API_KEY` (+ `ZOTERO_LIBRARY_TYPE=user`, `ZOTERO_LOCAL=true`) in
         `~/.config/zotero-mcp/config.json`, then **restart the zotero-mcp
         connector** so it re-reads the file.
      5. Confirm everything before a live run:
         ```powershell
         python -c "import zotero_mcp; print(zotero_mcp.__file__)"
         python -m zotero_mcp.word_citations.refresh --help   # imports the verifier
         ```
         Then continue with Step 0.
      
      ## Step 0 — prepare the Zotero task collection and item selection
      
      1. `zotero_list_libraries` → note the personal user ID.
      2. `zotero_switch_library(library_id=<user ID>, library_type='user')`.
      3. `zotero_create_collection(name='<task collection>')` → capture key.
      4. For every distinct DOI in the document: verify an item exists in the
         library, choose one item per DOI (never merge/delete duplicates), and add it
         to the collection. Write `zotero-item-selection.json`:
      
      ```json
      {
        "schema_version": 1,
        "library_type": "user",
        "library_id": "<user ID>",
        "collection_name": "<task collection>",
        "collection_key": "<8-char key>",
        "selections": [
          {"doi": "10.1000/example", "selected_item_key": "ABCD1234",
           "candidate_item_keys": ["ABCD1234", "WXYZ5678"]}
        ]
      }
      ```
      
      ## Step 1 — offline candidate build and static audit
      
      ```powershell
      $env:PYTHONPATH="<zotero-mcp>/src"
      python scripts/run_live_workflow.py candidate-build `
        --run-root "<isolated run root>" `
        --task-id "<task id>" `
        --source "<original docx>" `
        --style-id "http://www.zotero.org/styles/apa" `
        --selection "<zotero-item-selection.json>"
      ```
      
      Outputs: `input/source.docx`, `input/citation-manifest.json`,
      `output/documents/candidate-pre-refresh.docx`,
      `output/tables/pre-refresh-static-audit.json`.
      
      ## Step 2 — one-shot Refresh authorization + wrapper
      
      ```powershell
      python scripts/run_live_workflow.py authorize `
        --run-root "<isolated run root>" --attempt-id "attempt-001"
      
      powershell -NoProfile -ExecutionPolicy Bypass `
        -File scripts/refresh_word_zotero.ps1 `
        -Authorization "<run>/output/tables/refresh-authorization.json" `
        -PythonExecutable "<venv>/Scripts/python.exe" `
        -TimeoutSeconds 600 -StableSeconds 5
      ```
      
      The wrapper verifies authorization + Local API visibility, opens Word once,
      calls `ZoteroRefresh` exactly once, never retries, writes an atomic report, and
      only on failure creates a diagnostic copy. A failed attempt must be followed
      by a **new** `--attempt-id` (fresh authorization paths) — never a re-run of the
      same authorization.
      
      ## Step 3 — post-Refresh static audit
      
      ```powershell
      python scripts/run_live_workflow.py post-refresh-audit `
        --run-root "<isolated run root>"
      ```
      
      Validates the wrapper report (one macro call, hashes unchanged) and freezes
      `output/tables/post-refresh-static-audit.json`.
      
      ## Step 4 — cancelled disposable UI evidence (two runs)
      
      ```powershell
      powershell -NoProfile -ExecutionPolicy Bypass `
        -File scripts/validate_word_zotero_ui.ps1 `
        -Authorization "<run>/output/tables/refresh-authorization.json" `
        -Mode citation `
        -WorkingCopy "<run>/output/documents/ui-working-copy-citation.docx" `
        -Report "<run>/output/tables/ui-citation-report.json" `
        -PythonExecutable "<venv>/Scripts/python.exe"
      
      # same with -Mode bibliography and the bibliography paths
      ```
      
      Each run opens a disposable copy of the destination, calls the Zotero dialog
      macro once, recognizes the Zotero window (`MozillaDialogClass`), cancels it,
      closes Word without saving, and proves source/destination/working-copy hashes
      unchanged.
      
      ## Step 5 — freeze finalization
      
      ```powershell
      python scripts/run_live_workflow.py finalize --run-root "<isolated run root>"
      ```
      
      Freezes `ui-citation-evidence.json`, `ui-bibliography-evidence.json`, and the
      write-once `finalization.json`.
      
      ## Step 6 — final delivery
      
      1. Propose a delivery directory and a final name (e.g. `<original-stem>_引文完成版.docx`).
      2. Wait for the user to confirm the name and path; never choose them yourself.
      3. Copy exactly two files into the delivery directory: the finalized DOCX and a
         copy of the original DOCX (never move/modify the original).
      4. Record the SHA-256 of both copies and compare with the finalization record.
         If the user has opened/saved the finalized DOCX in Word after finalization,
         the hash will differ — deliver the user-confirmed bytes and note the
         difference; the finalization record stays bound to the audited bytes.
      5. Test/intermediate artifacts never enter the delivery directory.
      
      ## Failure iteration policy
      
      - Keep every attempt's candidate, audit, authorization, report, and diagnostic.
      - Each attempt uses a new `attempt-id` and new output paths.
      - Fix the root cause offline (with a regression test), re-run the offline
        phases, then request one fresh authorization per live attempt.
      - Never automate re-execution of the same authorization.
      
      ## Known real-world behaviors baked into the contracts (2026-08-15)
      
      1. Word rejects a candidate whose `word/document.xml` drops `mc:Ignorable`-referenced
         namespace declarations ("文件可能已经损坏" / file may be corrupted). The
         builder preserves the full source namespace set; the audit test asserts zero
         missing prefixes.
      2. After Refresh, Zotero rewrites `citationItems[].id` (and `itemData.id`) to
         local database numbers and renders results in the document style (author-year
         for APA, not superscript). Post-Refresh audits bind identity via stable
         `uris` item keys + DOI/PMID metadata + order; build audits remain strict.
      3. The Local API collection listing includes attachments/notes; visibility
         checks skip those item types and require exactly the authorized top-level
         item keys.
      
    • recovery-and-rollback.md 3.3 KB
      # Recovery and rollback
      
      Recovery is evidence-driven. Rollback is non-destructive and proposal-only.
      
      ## Run states
      
      Use the implementation's explicit phase enum and allowed transition graph. Conceptually the run advances through:
      
      ```text
      initialized
      → preflighted
      → scanned
      → clustered
      → staged/visibility-verified
      → candidate-built
      → manifest-frozen
      → pre-refresh-audited
      → refresh-authorized
      → refreshed
      → post-refresh-audited
      → ui-validated
      → finalized
      ```
      
      A failure state may be recorded from an active phase. Exact enum names in code are authoritative; do not invent a transition that `state.py` rejects.
      
      ## Locking
      
      Acquire the task lock before mutating state, journal, or run artifacts.
      
      A lock record binds task id, owner token, pid, host, acquisition time, and expiry/staleness information. Re-entrant use is allowed only for the same owner token where the implementation permits it.
      
      Never break a lock merely because it is old. Stale-lock recovery requires both:
      
      - expiry/staleness under the configured policy; and
      - evidence that the recorded process is no longer alive.
      
      On Windows, process liveness must use a non-signalling process query. Do not call `os.kill(pid, 0)` on Windows.
      
      ## Recovery scan
      
      To recover a run:
      
      1. validate task id and canonical run root;
      2. read the journal strictly;
      3. reject malformed, reordered, duplicate, truncated, or digest-invalid events;
      4. validate each transition against the allowed graph;
      5. recompute every referenced artifact digest;
      6. validate parent lineage and source binding;
      7. determine the highest contiguous verified phase;
      8. report orphaned or future artifacts without adopting them;
      9. write a recovery event only while holding the lock and only when the implementation authorizes it.
      
      If journal and artifacts disagree, choose the lower proven phase. Never skip a failed gate because a later file exists.
      
      ## Orphans and tamper signals
      
      Treat these as manual-review or failure conditions:
      
      - artifact exists but is absent from lineage;
      - lineage references a missing file;
      - raw file hash differs from recorded hash;
      - parent digest differs;
      - source digest changed;
      - frozen write-once path contains conflicting bytes;
      - two attempts claim the same destination/report paths;
      - a live lock belongs to another owner;
      - a finalization record exists but any bound evidence no longer verifies.
      
      Retain all such artifacts for diagnosis.
      
      ## Rollback proposal
      
      Generate a strict JSON proposal; do not execute it automatically. The proposal may:
      
      - identify the highest verified source artifact for the requested target phase;
      - propose copying it to a new, absent destination;
      - list expected input and output hashes;
      - list artifacts that remain retained;
      - explain why an in-place overwrite is prohibited.
      
      It must not:
      
      - delete source, candidate, destination, diagnostics, journal, audits, or evidence;
      - overwrite an existing path;
      - reduce required citation occurrences or acceptance counts;
      - rewrite history or remove failed attempts;
      - claim that a proposal has been executed.
      
      ## Reporting
      
      A recovery/rollback result should include:
      
      - requested target phase;
      - highest verified phase;
      - lock status;
      - verified lineage chain;
      - orphaned/tampered artifacts;
      - proposal path and digest, if created;
      - explicit statement that no files were deleted or overwritten.
      
    • verification-matrix.md 3.9 KB
      # Offline verification matrix
      
      Use only offline, static, mocked, and synthetic fixtures unless the user separately authorizes live integration.
      
      ## Layer 1: Skill tree
      
      Run:
      
      ```text
      python scripts/verify_skill.py <skill-directory>
      python <skill-creator>/scripts/quick_validate.py <skill-directory>
      python <skill-creator>/scripts/package_skill.py <skill-directory> <output-directory>
      ```
      
      Verify:
      
      - folder and frontmatter names match;
      - frontmatter has only `name` and `description`;
      - all referenced local files exist one level below the Skill root;
      - JSON eval definitions are strict and have at least 3 trigger, 3 non-trigger, and 3 task cases;
      - scripts compile and have no network/Word/Zotero side effects;
      - archive contains relative paths only and no cache/secret files.
      
      ## Layer 2: Focused implementation tests
      
      Choose tests matching touched modules. For Phases 8–12 include at minimum:
      
      ```text
      tests/word_citations/test_audit.py
      tests/word_citations/test_refresh.py
      tests/word_citations/test_refresh_wrapper_contract.py
      tests/word_citations/test_finalize.py
      tests/word_citations/test_state.py
      tests/word_citations/test_cli_phase12_contract.py
      tests/word_citations/test_package_boundary.py
      ```
      
      Tests must use temporary DOCX packages, mocked HTTP/read gateways, synthetic reports, and fake process/clock data. Never run the wrapper as a test. Post-Refresh audit tests must accept Zotero-managed numeric `citationItems[].id` values and style-rendered results while still requiring stable `uris` item keys; build-phase tests keep item keys and superscript placeholders strict. Candidate-build tests must assert that `mc:Ignorable`-referenced namespace declarations survive serialization.
      
      ## Layer 3: Complete Word-citations suite
      
      ```text
      python -m pytest tests/word_citations -q
      ```
      
      A valid result completes with pytest exit code 0. Record exact passed/skipped counts.
      
      ## Layer 4: Static quality
      
      ```text
      ruff check src/zotero_mcp/word_citations tests/word_citations
      ```
      
      Include any adjacent file changed to make the suite portable or isolated.
      
      Parse, but do not execute, PowerShell:
      
      ```powershell
      $tokens = $null
      $errors = $null
      [System.Management.Automation.Language.Parser]::ParseFile(
        (Resolve-Path 'scripts\word_citations\refresh_word_zotero.ps1'),
        [ref]$tokens,
        [ref]$errors
      ) | Out-Null
      if ($errors.Count -ne 0) { throw $errors }
      ```
      
      Run protected baseline verification:
      
      ```text
      python -m pytest tests/word_citations/test_protected_baseline.py -q
      ```
      
      ## Layer 5: Full project regression
      
      Run with explicit exit propagation:
      
      ```powershell
      & '.\.venv\Scripts\python.exe' -m pytest -q
      $code = $LASTEXITCODE
      Write-Output "__PYTEST_EXIT_CODE__=$code"
      exit $code
      ```
      
      If output contains `FAILED`, collection errors, timeout dumps, `KeyboardInterrupt`, or an incomplete summary, do not accept a host-level exit 0. Re-run with verbose output and thread-based pytest timeout to identify the exact test.
      
      ## Package-boundary checks
      
      Verify in a fresh Python subprocess that importing `zotero_mcp.word_citations.cli` does not eagerly load:
      
      - `win32com`;
      - `pythoncom`;
      - `pyzotero`;
      - server/write modules.
      
      Do not test this against the current pytest process because another test may already have imported those modules.
      
      ## Safety assertions
      
      Static tests should prove:
      
      - no case-specific historical imports;
      - wrapper has one `ZoteroRefresh` call and no retry;
      - diagnostic copy is failure-only;
      - Local API URL restrictions are strict;
      - write-once artifacts reject conflicts and tampering;
      - recovery never advances past invalid lineage;
      - rollback proposal never deletes or overwrites;
      - source and candidate hashes are protected.
      
      ## Completion threshold
      
      Completion requires all applicable layers to pass. If a dependency is unavailable, record the exact unavailable check rather than substituting a lower-quality test or inventing a version.
      
      Always disclose: Word not launched; Refresh wrapper not executed; Zotero not modified.
      
    • zotero-mcp-configuration.md 3.5 KB
      # Zotero MCP hybrid-mode configuration
      
      The live parts of this Skill require **hybrid mode** in zotero-mcp: local reads
      from the running Zotero desktop (`http://127.0.0.1:23119`) plus web-API writes
      using a personal API key. Without hybrid mode, every write tool fails with:
      
      ```text
      Cannot perform write operations in local-only mode.
      Add ZOTERO_API_KEY and ZOTERO_LIBRARY_ID to enable hybrid mode.
      ```
      
      ## Where the credentials are read
      
      zotero-mcp loads configuration in this order (see `zotero_mcp/cli.py`):
      
      1. Existing process environment variables (never overridden by files).
      2. Standalone config `~/.config/zotero-mcp/config.json` under `client_env`.
      3. Claude Desktop config discovery (when not disabled by `ZOTERO_NO_CLAUDE`).
      
      The Skill helper scripts call `load_standalone_env_vars()` +
      `apply_environment_variables()` before opening any Zotero client, so the
      standalone config is sufficient when the process environment is empty.
      
      ## Minimal standalone config
      
      Create or edit `~/.config/zotero-mcp/config.json`:
      
      ```json
      {
        "client_env": {
          "ZOTERO_API_KEY": "<your zotero.org API key with library write access>",
          "ZOTERO_LIBRARY_ID": "<your numeric Zotero user ID>",
          "ZOTERO_LIBRARY_TYPE": "user",
          "ZOTERO_LOCAL": "true"
        }
      }
      ```
      
      - `ZOTERO_LOCAL=true` keeps reads on the local desktop API (fast, includes
        attachments) while writes use the web API with the key.
      - The library ID must be your numeric Zotero **user ID** (visible in
        `zotero_list_libraries` → `My Library` → `libraryID`, or via
        `zotero_switch_library`). The local SQLite convention `0`/`1` is **not** the
        web-API library ID.
      - The API key must have **personal library read + write** permission. Create it
        at `https://www.zotero.org/settings/keys`.
      
      ## How to apply it
      
      1. **Back up** the existing config first:
         `Copy-Item ~\.config\zotero-mcp\config.json ~\.config\zotero-mcp\config.json.bak`
      2. Add only the `client_env` block; leave any existing top-level keys
         (`semantic_search`, etc.) untouched.
      3. **Restart the zotero-mcp connector** (in wisp-science: Settings → the Zotero
         MCP/connector entry → reconnect/restart). A running connector will not
         re-read the file.
      4. Verify with a read-only probe:
         - `zotero_list_libraries` should still show `My Library`;
         - `zotero_switch_library(library_id=<your user ID>, library_type='user')`
           should succeed;
         - a `zotero_search_collections` call should work.
      5. Verify write access with an idempotent action you are prepared to keep:
         - `zotero_create_collection(name='<probe>')`, then read it back, then
           `zotero_delete_collection` only after confirming it is empty. This is the
           step that failed in the 2026-08-15 run when the connector had not been
           restarted.
      
      ## Secrets hygiene
      
      - Never paste an API key into chat; write it directly into the config file or
        the connector's secret store.
      - The config file and the whole `~/.config/zotero-mcp/` directory should be
        excluded from version control.
      - Rotate the key at `https://www.zotero.org/settings/keys` if it has ever been
        exposed in a chat transcript.
      
      ## Runtime identity used by the Skill
      
      The Skill scripts derive the Zotero user identity exclusively from
      `ZOTERO_LIBRARY_ID` (and the `library_type=user` convention). A task
      **collection** is created by name under `My Library`; the collection key is
      captured into `zotero-item-selection.json` and later bound into the manifest
      and Refresh authorization. Item keys are never guessed; they come from
      read-back verification of DOI matches.
      
  • scripts
    • refresh_word_zotero.ps1 13.4 KB · in bundle
    • run_live_workflow.py 22 KB
      #!/usr/bin/env python3
      """Parameterized live-run tools for the word-zotero-citations Skill.
      
      Every script in this directory is a thin, parameterized wrapper around the
      generic ``zotero_mcp.word_citations`` package. None of them contains machine
      paths or hard-coded user identity; all inputs come from ``--run-root``,
      ``--task-id``, ``--source``, ``--collection-name``, ``--style-id``, and the
      environment variables ``ZOTERO_LIBRARY_ID`` / ``ZOTERO_API_KEY`` (the same
      ones zotero-mcp reads).
      
      Execution model:
      - Phase A (offline): ``run_live_workflow.py candidate-build`` scans, reviews
        clusters, freezes manifest + pre-Refresh static audit, and writes the candidate.
      - Phase B (authorized one-shot): ``run_live_workflow.py authorize`` freezes the
        Refresh authorization and verifies Local API visibility, then the operator
        invokes ``refresh_word_zotero.ps1`` exactly once with that authorization.
      - Phase C (offline): ``run_live_workflow.py post-refresh-audit`` validates the
        wrapper report and freezes the post-Refresh static audit.
      - Phase D (authorized disposable): ``validate_word_zotero_ui.ps1`` collects
        cancelled citation/bibliography dialog evidence.
      - Phase E (offline): ``run_live_workflow.py finalize`` freezes UI evidence and
        the write-once finalization record.
      """
      
      from __future__ import annotations
      
      import argparse
      import copy
      import dataclasses
      import hashlib
      import json
      import os
      import shutil
      from pathlib import Path
      from typing import Any
      
      from zotero_mcp.cli import apply_environment_variables, load_standalone_env_vars
      from zotero_mcp.client import get_web_zotero_client
      from zotero_mcp.word_citations.audit import (
          audit_static_docx,
          freeze_static_audit,
          load_static_audit,
      )
      from zotero_mcp.word_citations.clustering import infer_citation_clusters
      from zotero_mcp.word_citations.docx_build import build_candidate_docx
      from zotero_mcp.word_citations.docx_scan import scan_docx
      from zotero_mcp.word_citations.finalize import (
          UiEvidenceMode,
          UiFieldSnapshot,
          assemble_finalization,
          assemble_ui_evidence,
          freeze_finalization,
          freeze_ui_evidence,
          load_finalization,
          load_refresh_report,
      )
      from zotero_mcp.word_citations.manifest import (
          ContractPhase,
          assemble_manifest,
          freeze_manifest,
          load_manifest,
      )
      from zotero_mcp.word_citations.models import (
          ClusterInferenceReport,
          ClusterStatus,
          IdentifierKind,
      )
      from zotero_mcp.word_citations.ooxml_fields import (
          ProvisionalCitation,
          ProvisionalCitationFormat,
          ZoteroDocumentPreferences,
      )
      from zotero_mcp.word_citations.refresh import (
          authorize_refresh,
          freeze_refresh_authorization,
          load_refresh_authorization,
          verify_zotero_local_visibility,
      )
      from zotero_mcp.word_citations.zotero_stage import (
          IdentifierResolution,
          MatchStatus,
          PlanningStatus,
          StageResult,
          StageStatus,
          VisibilityReport,
          VisibleItem,
          ZoteroAuthority,
          ZoteroCollection,
          ZoteroItem,
          ZoteroLibraryIdentity,
          plan_zotero_staging,
      )
      
      
      def _out(value: Any) -> None:
          print(json.dumps(value, ensure_ascii=False, indent=2))
      
      
      def _require_file(path: Path, label: str) -> Path:
          resolved = path.expanduser().resolve(strict=True)
          if not resolved.is_file():
              raise SystemExit(f"{label} is not a file: {resolved}")
          return resolved
      
      
      def _freeze_json(path: Path, value: Any) -> None:
          payload = (json.dumps(value, ensure_ascii=True, sort_keys=True, separators=(",", ":")) + "\n").encode("utf-8")
          if path.exists():
              if path.read_bytes() != payload:
                  raise FileExistsError(f"refusing to overwrite conflicting frozen JSON: {path}")
          else:
              path.parent.mkdir(parents=True, exist_ok=True)
              path.write_bytes(payload)
          hashlib.sha256(payload).hexdigest()
      
      
      def _library() -> ZoteroLibraryIdentity:
          apply_environment_variables(load_standalone_env_vars())
          library_id = os.environ.get("ZOTERO_LIBRARY_ID", "").strip()
          if not library_id:
              raise SystemExit("ZOTERO_LIBRARY_ID is not configured (set it in the zotero-mcp config or environment)")
          return ZoteroLibraryIdentity("user", library_id, 1, int(library_id), None)
      
      
      class _PinnedReader:
          def __init__(
              self,
              library: ZoteroLibraryIdentity,
              items: tuple[ZoteroItem, ...],
              collection_name: str,
              collection_key: str,
          ):
              self.library = library
              self.items = {item.key: item for item in items}
              self.by_doi = {item.doi: item for item in items if item.doi}
              self.collection_name = collection_name
              self.collection_key = collection_key
              self.collection = ZoteroCollection(collection_key, collection_name)
      
          def authority(self, *, style_id: str) -> ZoteroAuthority:
              return ZoteroAuthority(
                  self.library,
                  "zotero-web-api-read:user:" + self.library.library_id,
                  "zotero-web-api-write:user:" + self.library.library_id,
                  style_id,
              )
      
          def find_items(self, kind: IdentifierKind, normalized: str):
              if kind is not IdentifierKind.DOI:
                  return ()
              item = self.by_doi.get(normalized)
              return (item,) if item is not None else ()
      
          def find_collections(self, name: str):
              return (self.collection,) if name == self.collection_name else ()
      
          def get_collection(self, key: str):
              return self.collection if key == self.collection_key else None
      
          def get_item(self, key: str):
              return self.items.get(key)
      
      
      def cmd_candidate_build(args: argparse.Namespace) -> int:
          run_root = args.run_root.expanduser().resolve(strict=False)
          source = _require_file(args.source, "source")
          task_id = args.task_id
          style_id = args.style_id
          collection_name = args.collection_name
          library = _library()
          zot = get_web_zotero_client()
          if zot is None:
              raise SystemExit("configured Zotero Web API client is unavailable")
      
          (run_root / "input").mkdir(parents=True, exist_ok=True)
          (run_root / "output" / "documents").mkdir(parents=True, exist_ok=True)
          (run_root / "output" / "tables").mkdir(parents=True, exist_ok=True)
          protected_source = run_root / "input" / "source.docx"
          if not protected_source.exists():
              shutil.copyfile(source, protected_source)
          if protected_source.read_bytes() != source.read_bytes():
              raise SystemExit("protected source copy differs from the supplied source")
      
          scan = scan_docx(protected_source)
          inferred = infer_citation_clusters(scan)
          reviewed = ClusterInferenceReport.assemble(
              status=ClusterStatus.READY,
              source_sha256=inferred.source_sha256,
              clusters=tuple(dataclasses.replace(cluster, manual_review_required=False) for cluster in inferred.clusters),
              boundary_decisions=tuple(
                  dataclasses.replace(decision, manual_review_required=False) for decision in inferred.boundary_decisions
              ),
          )
          if args.selection is None:
              raise SystemExit("--selection (zotero-item-selection.json) is required for candidate build")
          selection = json.loads(_require_file(args.selection, "selection").read_text(encoding="utf-8"))
          if collection_name is None:
              collection_name = selection.get("collection_name")
          collection_key = selection.get("collection_key")
          if not collection_name or not collection_key:
              raise SystemExit("selection JSON must carry collection_name and collection_key")
      
          items: list[ZoteroItem] = []
          evidence: list[dict[str, Any]] = []
          for row in selection["selections"]:
              key = row["selected_item_key"]
              doi = row["doi"]
              full = zot.item(key)
              data = full.get("data") or {}
              actual_key = str(full.get("key") or data.get("key") or "")
              actual_doi = str(data.get("DOI") or "").strip().casefold()
              collections = tuple(sorted(str(v) for v in data.get("collections") or ()))
              if actual_key != key or actual_doi != doi or collection_key not in collections:
                  raise SystemExit(f"selected Zotero item is not visible as authorized: {doi} / {key}")
              response = zot._retrieve_data(f"users/{library.library_id}/items/{key}", {"format": "csljson"})
              payload = response.json()
              csl_rows = payload.get("items") if isinstance(payload, dict) else None
              if not isinstance(csl_rows, list) or len(csl_rows) != 1:
                  raise SystemExit(f"unexpected CSL JSON response for {key}")
              item_data = copy.deepcopy(csl_rows[0])
              if str(item_data.get("DOI") or "").strip().casefold() != doi:
                  raise SystemExit(f"CSL JSON DOI mismatch for {key}")
              item_data["id"] = key
              items.append(
                  ZoteroItem(
                      key=key,
                      uri=f"http://zotero.org/users/{library.library_id}/items/{key}",
                      library_id=library.library_id,
                      item_type=str(data.get("itemType") or "journalArticle"),
                      doi=doi,
                      pmid=None,
                      collections=collections,
                      item_data=item_data,
                  )
              )
              evidence.append(
                  {
                      "doi": doi,
                      "item_key": key,
                      "uri": items[-1].uri,
                      "collections": list(collections),
                      "item_data": item_data,
                  }
              )
          _freeze_json(
              run_root / "output" / "tables" / "zotero-selected-item-metadata.json",
              {
                  "schema_version": 1,
                  "library_type": "user",
                  "library_id": library.library_id,
                  "collection_name": collection_name,
                  "collection_key": collection_key,
                  "items": evidence,
              },
          )
      
          reader = _PinnedReader(library, tuple(items), collection_name, collection_key)
          plan = plan_zotero_staging(scan, reviewed, reader, style_id=style_id, collection_name=collection_name)
          if plan.status is not PlanningStatus.READY:
              raise SystemExit(f"pinned stage plan did not close all gates: {plan.manual_gates} {plan.blocking_issues}")
          visible = tuple(
              VisibleItem(
                  kind=res.request.kind,
                  normalized=res.request.normalized,
                  item_key=res.matches[0].key,
                  uri=res.matches[0].uri,
              )
              for res in plan.resolutions
              if isinstance(res, IdentifierResolution) and res.status is MatchStatus.EXACT_REUSE
          )
          stage = StageResult(
              schema_version=1,
              status=StageStatus.ALREADY_VISIBLE,
              plan_sha256=plan.plan_sha256,
              collection_key=collection_key,
              visibility=VisibilityReport(True, collection_key, visible, ()),
              side_effects_performed=(),
          )
          _freeze_json(run_root / "output" / "tables" / "zotero-stage-plan-pinned.json", plan.to_dict())
          _freeze_json(run_root / "output" / "tables" / "zotero-visibility-pinned.json", stage.to_dict())
      
          manifest = assemble_manifest(
              task_id=task_id,
              source=protected_source,
              source_path="input/source.docx",
              scan=scan,
              clusters=reviewed,
              plan=plan,
              stage=stage,
              item_metadata=tuple(items),
          )
          manifest_path = run_root / "input" / "citation-manifest.json"
          freeze_manifest(manifest, manifest_path)
          candidate = run_root / "output" / "documents" / "candidate-pre-refresh.docx"
          provisional = tuple(
              ProvisionalCitation(
                  placement.placement_id,
                  f"[{index}]",
                  format=ProvisionalCitationFormat.SUPERSCRIPT,
              )
              for index, placement in enumerate(manifest.placements, start=1)
          )
          build = build_candidate_docx(
              source=protected_source,
              destination=candidate,
              manifest=manifest,
              provisional_citations=provisional,
              preferences=ZoteroDocumentPreferences(
                  session_id="LIVE" + task_id[-12:].replace("-", "").upper()[:12],
                  zotero_version="9.0",
                  style_id=style_id,
                  locale="en-US",
              ),
          )
          audit = audit_static_docx(candidate, manifest, source=protected_source)
          frozen_audit = freeze_static_audit(audit, manifest, run_root / "output" / "tables" / "pre-refresh-static-audit.json")
          if not audit.passed:
              raise SystemExit(f"candidate static audit failed: {audit.acceptance.failed_checks} {audit.additional_failed_checks}")
          _out(
              {
                  "task_id": task_id,
                  "manifest_path": str(manifest_path),
                  "manifest_sha256": manifest.manifest_sha256,
                  "candidate_path": build.candidate_path,
                  "candidate_size": build.candidate_size,
                  "candidate_sha256": build.candidate_sha256,
                  "static_audit_path": frozen_audit.path,
                  "static_audit_sha256": audit.audit_sha256,
                  "static_audit_passed": audit.passed,
                  "citation_field_count": manifest.acceptance.citation_field_count,
                  "citation_item_occurrence_count": manifest.acceptance.citation_item_occurrence_count,
                  "unique_item_key_count": manifest.acceptance.unique_item_key_count,
                  "bibliography_field_count": manifest.acceptance.bibliography_field_count,
              }
          )
          return 0
      
      
      def cmd_authorize(args: argparse.Namespace) -> int:
          run_root = args.run_root.expanduser().resolve(strict=False)
          manifest = load_manifest(_require_file(run_root / "input" / "citation-manifest.json", "manifest"))
          audit_path = _require_file(run_root / "output" / "tables" / "pre-refresh-static-audit.json", "pre-Refresh audit")
          audit = load_static_audit(audit_path, manifest)
          authorization = authorize_refresh(
              manifest=manifest,
              manifest_path=run_root / "input" / "citation-manifest.json",
              static_audit=audit,
              static_audit_path=audit_path,
              candidate=_require_file(run_root / "output" / "documents" / "candidate-pre-refresh.docx", "candidate"),
              destination=run_root / "output" / "documents" / "refreshed-final.docx",
              report=run_root / "output" / "tables" / "refresh-report.json",
              diagnostic=run_root / "output" / "documents" / "refresh-failure-diagnostic.docx",
              run_root=run_root,
              attempt_id=args.attempt_id,
          )
          auth_path = run_root / "output" / "tables" / "refresh-authorization.json"
          frozen = freeze_refresh_authorization(authorization, auth_path)
          on_disk = load_refresh_authorization(auth_path)
          visibility = verify_zotero_local_visibility(on_disk)
          _out(
              {
                  "authorization_path": frozen.path,
                  "authorization_sha256": authorization.authorization_sha256,
                  "visibility_ready": visibility.ready,
                  "visible_item_count": len(visibility.visible_item_keys),
                  "macro_name": authorization.macro_name,
                  "expected_formal_refresh_count": authorization.expected_formal_refresh_count,
              }
          )
          return 0
      
      
      def cmd_post_refresh_audit(args: argparse.Namespace) -> int:
          run_root = args.run_root.expanduser().resolve(strict=False)
          manifest = load_manifest(_require_file(run_root / "input" / "citation-manifest.json", "manifest"))
          auth_path = _require_file(run_root / "output" / "tables" / "refresh-authorization.json", "authorization")
          authorization = load_refresh_authorization(auth_path, require_outputs_absent=False)
          report = load_refresh_report(
              _require_file(run_root / "output" / "tables" / "refresh-report.json", "Refresh report"),
              authorization,
              authorization_path=auth_path,
          )
          if report["macro_call_count"] != 1:
              raise SystemExit("Refresh report did not record exactly one macro call")
          audit = audit_static_docx(
              _require_file(run_root / "output" / "documents" / "refreshed-final.docx", "destination"),
              manifest,
              source=Path(authorization.source_path),
              phase=ContractPhase.POST_REFRESH,
              formal_refresh_count=1,
          )
          frozen = freeze_static_audit(
              audit,
              manifest,
              run_root / "output" / "tables" / "post-refresh-static-audit.json",
              expected_phase=ContractPhase.POST_REFRESH,
          )
          if not audit.passed:
              raise SystemExit(f"post-Refresh audit failed: {audit.acceptance.failed_checks} {audit.additional_failed_checks}")
          _out(
              {
                  "post_refresh_audit_path": frozen.path,
                  "post_refresh_audit_sha256": audit.audit_sha256,
                  "post_refresh_audit_passed": audit.passed,
                  "destination_sha256": audit.document_sha256,
                  "citation_field_count": audit.observation.citation_field_count,
                  "citation_item_occurrence_count": audit.observation.citation_item_occurrence_count,
                  "unique_item_key_count": audit.observation.unique_item_key_count,
                  "bibliography_field_count": audit.observation.bibliography_field_count,
              }
          )
          return 0
      
      
      def _snapshot(report: dict, key: str) -> UiFieldSnapshot:
          value = report[key]
          return UiFieldSnapshot(
              citation_field_count=int(value["citation_count"]),
              citation_item_occurrence_count=int(value["citation_item_occurrence_count"]),
              bibliography_field_count=int(value["bibliography_count"]),
              unique_citation_id_count=int(value["unique_citation_id_count"]),
              unique_item_key_count=int(value["unique_item_key_count"]),
          )
      
      
      def cmd_finalize(args: argparse.Namespace) -> int:
          run_root = args.run_root.expanduser().resolve(strict=False)
          manifest = load_manifest(_require_file(run_root / "input" / "citation-manifest.json", "manifest"))
          auth_path = _require_file(run_root / "output" / "tables" / "refresh-authorization.json", "authorization")
          authorization = load_refresh_authorization(auth_path, require_outputs_absent=False)
          destination = Path(authorization.destination_path)
          source = Path(authorization.source_path)
      
          def _evidence(mode: UiEvidenceMode, report_path: Path, evidence_path: Path):
              report = json.loads(_require_file(report_path, f"{mode.value} UI report").read_text(encoding="utf-8"))
              if report["status"] != "pass":
                  raise SystemExit(f"{mode.value} UI validation did not pass: {report.get('error')}")
              dialog = report["dialog"]
              evidence = assemble_ui_evidence(
                  mode=mode,
                  manifest=manifest,
                  authorization=authorization,
                  destination=destination,
                  working_copy=Path(report["working_copy"]),
                  source=source,
                  macro_name=str(report["macro"]),
                  dialog_process_name=str(dialog["process_name"]),
                  dialog_class_name=str(dialog["class_name"]),
                  recognition_signal=str(report["recognition_signal"]),
                  field_snapshot_before=_snapshot(report, "field_snapshot_before"),
                  field_snapshot_while_dialog_open=_snapshot(report, "field_snapshot_while_dialog_open"),
                  field_snapshot_after_cancel=_snapshot(report, "field_snapshot_after_cancel"),
                  destination_sha256_before=str(report["destination_sha256_before"]),
                  destination_sha256_after=str(report["destination_sha256_after"]),
                  working_copy_sha256_before=str(report["working_copy_sha256_before"]),
                  working_copy_sha256_after=str(report["working_copy_sha256_after"]),
                  source_sha256_before=str(report["source_sha256_before"]),
                  source_sha256_after=str(report["source_sha256_after"]),
              )
              frozen = freeze_ui_evidence(evidence, manifest, authorization, evidence_path)
              return evidence, frozen
      
          _citation_evidence, frozen_citation = _evidence(
              UiEvidenceMode.CITATION,
              run_root / "output" / "tables" / "ui-citation-report.json",
              run_root / "output" / "tables" / "ui-citation-evidence.json",
          )
          _bibliography_evidence, frozen_bibliography = _evidence(
              UiEvidenceMode.BIBLIOGRAPHY,
              run_root / "output" / "tables" / "ui-bibliography-report.json",
              run_root / "output" / "tables" / "ui-bibliography-evidence.json",
          )
          finalization = assemble_finalization(
              manifest_path=run_root / "input" / "citation-manifest.json",
              authorization_path=run_root / "output" / "tables" / "refresh-authorization.json",
              refresh_report_path=run_root / "output" / "tables" / "refresh-report.json",
              post_refresh_audit_path=run_root / "output" / "tables" / "post-refresh-static-audit.json",
              citation_ui_evidence_path=run_root / "output" / "tables" / "ui-citation-evidence.json",
              bibliography_ui_evidence_path=run_root / "output" / "tables" / "ui-bibliography-evidence.json",
          )
          frozen = freeze_finalization(finalization, run_root / "output" / "tables" / "finalization.json")
          load_finalization(run_root / "output" / "tables" / "finalization.json")
          _out(
              {
                  "citation_ui_evidence_path": frozen_citation.path,
                  "bibliography_ui_evidence_path": frozen_bibliography.path,
                  "finalization_path": frozen.path,
                  "finalization_sha256": finalization.finalization_sha256,
                  "created": frozen.created,
                  "status": finalization.status,
                  "attempt_id": finalization.attempt_id,
                  "destination_sha256": finalization.destination_sha256,
              }
          )
          return 0
      
      
      def main(argv: list[str] | None = None) -> int:
          parser = argparse.ArgumentParser(description=__doc__)
          sub = parser.add_subparsers(dest="command", required=True)
      
          p = sub.add_parser("candidate-build")
          p.add_argument("--run-root", type=Path, required=True)
          p.add_argument("--task-id", required=True)
          p.add_argument("--source", type=Path, required=True)
          p.add_argument("--style-id", default="http://www.zotero.org/styles/apa")
          p.add_argument("--collection-name", default=None)
          p.add_argument("--selection", type=Path, required=True)
          p.set_defaults(func=cmd_candidate_build)
      
          p = sub.add_parser("authorize")
          p.add_argument("--run-root", type=Path, required=True)
          p.add_argument("--attempt-id", required=True)
          p.set_defaults(func=cmd_authorize)
      
          p = sub.add_parser("post-refresh-audit")
          p.add_argument("--run-root", type=Path, required=True)
          p.set_defaults(func=cmd_post_refresh_audit)
      
          p = sub.add_parser("finalize")
          p.add_argument("--run-root", type=Path, required=True)
          p.set_defaults(func=cmd_finalize)
      
          args = parser.parse_args(argv)
          return int(args.func(args))
      
      
      if __name__ == "__main__":
          raise SystemExit(main())
      
    • validate_word_zotero_ui.ps1 17.1 KB · in bundle
    • verify_skill.py 8.1 KB
      #!/usr/bin/env python3
      """Offline structural verification for the word-zotero-citations Skill."""
      
      from __future__ import annotations
      
      import argparse
      import ast
      import json
      import re
      import sys
      from pathlib import Path, PurePosixPath
      
      SKILL_NAME = "word-zotero-citations"
      REQUIRED_REFERENCES = {
          "references/contracts.md",
          "references/implementation-map.md",
          "references/live-refresh-protocol.md",
          "references/recovery-and-rollback.md",
          "references/verification-matrix.md",
          "references/zotero-mcp-configuration.md",
          "references/live-run-recipe.md",
      }
      REQUIRED_EVALS = {
          "evals/trigger-cases.json",
          "evals/task-cases.json",
      }
      FORBIDDEN_SUFFIXES = {".pyc", ".pyo"}
      FORBIDDEN_PARTS = {"__pycache__", ".git"}
      PATH_REFERENCE_RE = re.compile(r"`((?:references|scripts|assets|evals)/[^`]+)`")
      
      
      def _frontmatter(text: str) -> tuple[dict[str, str], str]:
          if not text.startswith("---\n"):
              raise ValueError("SKILL.md must start with YAML frontmatter")
          end = text.find("\n---\n", 4)
          if end < 0:
              raise ValueError("SKILL.md frontmatter is not closed")
          values: dict[str, str] = {}
          for raw_line in text[4:end].splitlines():
              if not raw_line.strip():
                  continue
              if ":" not in raw_line:
                  raise ValueError(f"invalid frontmatter line: {raw_line!r}")
              key, value = raw_line.split(":", 1)
              values[key.strip()] = value.strip()
          return values, text[end + 5 :]
      
      
      def _load_cases(path: Path, expected_kind: str) -> list[dict[str, object]]:
          data = json.loads(path.read_text(encoding="utf-8"))
          if not isinstance(data, list):
              raise TypeError(f"{path.name} must contain a JSON array")
          seen: set[str] = set()
          for index, case in enumerate(data):
              if not isinstance(case, dict):
                  raise TypeError(f"{path.name}[{index}] must be an object")
              case_id = case.get("id")
              if not isinstance(case_id, str) or not case_id.strip():
                  raise ValueError(f"{path.name}[{index}].id must be a non-empty string")
              if case_id in seen:
                  raise ValueError(f"duplicate case id: {case_id}")
              seen.add(case_id)
              if case.get("kind") != expected_kind:
                  raise ValueError(f"{case_id}: expected kind {expected_kind!r}")
              prompt = case.get("prompt")
              if not isinstance(prompt, str) or not prompt.strip():
                  raise ValueError(f"{case_id}: prompt must be a non-empty string")
          return data
      
      
      def _validate_eval_definitions(root: Path) -> None:
          trigger_cases = _load_cases(root / "evals" / "trigger-cases.json", "trigger")
          trigger_count = sum(case.get("should_trigger") is True for case in trigger_cases)
          nontrigger_count = sum(case.get("should_trigger") is False for case in trigger_cases)
          if trigger_count < 3 or nontrigger_count < 3:
              raise ValueError("trigger-cases.json requires at least 3 trigger and 3 non-trigger cases")
          for case in trigger_cases:
              if not isinstance(case.get("expected_reason"), str) or not case["expected_reason"].strip():
                  raise ValueError(f"{case['id']}: expected_reason must be non-empty")
      
          task_cases = _load_cases(root / "evals" / "task-cases.json", "task")
          if len(task_cases) < 3:
              raise ValueError("task-cases.json requires at least 3 representative tasks")
          for case in task_cases:
              signals = case.get("expected_signals")
              failures = case.get("fatal_failures")
              if not isinstance(signals, list) or not signals or not all(isinstance(item, str) and item for item in signals):
                  raise ValueError(f"{case['id']}: expected_signals must be a non-empty string array")
              if not isinstance(failures, list) or not failures or not all(
                  isinstance(item, str) and item for item in failures
              ):
                  raise ValueError(f"{case['id']}: fatal_failures must be a non-empty string array")
      
      
      def _validate_python_scripts(root: Path) -> None:
          for path in sorted((root / "scripts").glob("*.py")):
              tree = ast.parse(path.read_text(encoding="utf-8"), filename=str(path))
              for node in tree.body:
                  if isinstance(node, (ast.Import, ast.ImportFrom, ast.FunctionDef, ast.AsyncFunctionDef, ast.ClassDef)):
                      continue
                  if isinstance(node, ast.Expr) and isinstance(node.value, ast.Constant) and isinstance(node.value.value, str):
                      continue
                  if isinstance(node, ast.Assign):
                      continue
                  if isinstance(node, ast.AnnAssign) and node.value is not None:
                      continue
                  if isinstance(node, ast.If):
                      test = node.test
                      if (
                          isinstance(test, ast.Compare)
                          and isinstance(test.left, ast.Name)
                          and test.left.id == "__name__"
                          and len(test.ops) == 1
                          and isinstance(test.ops[0], ast.Eq)
                          and len(test.comparators) == 1
                          and isinstance(test.comparators[0], ast.Constant)
                          and test.comparators[0].value == "__main__"
                      ):
                          continue
                  raise ValueError(f"{path.name}: unexpected top-level executable statement on line {node.lineno}")
      
      
      def _validate_tree(root: Path) -> None:
          if root.name != SKILL_NAME:
              raise ValueError(f"folder name must be {SKILL_NAME!r}")
          skill_md = root / "SKILL.md"
          if not skill_md.is_file():
              raise ValueError("SKILL.md is required")
          text = skill_md.read_text(encoding="utf-8")
          frontmatter, body = _frontmatter(text)
          if set(frontmatter) != {"name", "description"}:
              raise ValueError("frontmatter must contain only name and description")
          if frontmatter["name"] != SKILL_NAME:
              raise ValueError("frontmatter name does not match folder")
          description = frontmatter["description"]
          if len(description) < 80 or "Word" not in description or "Zotero" not in description:
              raise ValueError("description must clearly state capability and trigger context")
          if "## Safety boundary" not in body or "## Output contract" not in body:
              raise ValueError("SKILL.md is missing required safety/output sections")
      
          expected = REQUIRED_REFERENCES | REQUIRED_EVALS | {"scripts/verify_skill.py", "scripts/run_live_workflow.py", "scripts/refresh_word_zotero.ps1", "scripts/validate_word_zotero_ui.ps1", "assets/templates/offline-run-summary.md"}
          missing = sorted(relative for relative in expected if not (root / relative).is_file())
          if missing:
              raise ValueError(f"missing required files: {', '.join(missing)}")
      
          for reference in PATH_REFERENCE_RE.findall(text):
              pure = PurePosixPath(reference)
              if pure.is_absolute() or ".." in pure.parts:
                  raise ValueError(f"unsafe local reference: {reference}")
              if not (root / Path(*pure.parts)).is_file():
                  raise ValueError(f"broken local reference: {reference}")
      
          for path in root.rglob("*"):
              relative = path.relative_to(root)
              if any(part in FORBIDDEN_PARTS for part in relative.parts):
                  raise ValueError(f"forbidden path in Skill tree: {relative}")
              if path.is_file() and path.suffix.lower() in FORBIDDEN_SUFFIXES:
                  raise ValueError(f"forbidden compiled file: {relative}")
              if path.is_symlink():
                  raise ValueError(f"symlinks are not allowed: {relative}")
      
          _validate_eval_definitions(root)
          _validate_python_scripts(root)
      
      
      def main(argv: list[str] | None = None) -> int:
          parser = argparse.ArgumentParser(description=__doc__)
          parser.add_argument("skill_directory", nargs="?", type=Path, default=Path(__file__).resolve().parents[1])
          args = parser.parse_args(argv)
          root = args.skill_directory.expanduser().resolve()
          try:
              _validate_tree(root)
          except (OSError, UnicodeError, TypeError, ValueError, json.JSONDecodeError, SyntaxError) as exc:
              print(f"Skill verification failed: {exc}", file=sys.stderr)
              return 1
          files = sum(1 for path in root.rglob("*") if path.is_file())
          print(f"Skill verification passed: {root} ({files} files)")
          return 0
      
      
      if __name__ == "__main__":
          raise SystemExit(main())
      
  • SKILL.md 14.6 KB
    ---
    name: word-zotero-citations
    description: Build, audit, authorize, recover, or finalize dynamic Zotero citations and bibliographies in Microsoft Word DOCX files with a protected-source, digest-bound workflow. Use for Word–Zotero citation conversion, static OOXML citation audits, mocked/offline validation, Refresh authorization/report review, UI-evidence contracts, run recovery, or rollback proposals; never perform live Word/Zotero integration without separate explicit authorization.
    ---
    
    # Word–Zotero citations
    
    Use the generic `zotero_mcp.word_citations` workflow to replace citation markers in a DOCX with dynamic Zotero fields while keeping the source immutable and every mutating gate explicit, digest-bound, and auditable.
    
    ## Safety boundary
    
    Default to offline and static work.
    
    Do **not** do any of the following unless the user separately authorizes the exact live integration step:
    
    - launch Microsoft Word or create Word COM automation;
    - run `refresh_word_zotero.ps1`;
    - invoke `ZoteroRefresh` or another Zotero Word macro;
    - write to a Zotero library or staging collection;
    - contact a Zotero Local API other than an explicitly approved read-only check on `http://127.0.0.1:23119`;
    - overwrite the source DOCX, a frozen manifest, audit, authorization, UI-evidence file, report, or finalization record.
    
    Authorization to create or edit implementation files is not authorization to run Word or Zotero. If live authorization is absent, stop at the offline gate and state exactly which live action remains unexecuted.
    
    ## Applicability
    
    Use this Skill when the request involves one or more of:
    
    - scanning Word OOXML for DOI, DOI URL, bare DOI, or explicit `PMID: 12345678` markers;
    - inferring citation clusters and preserving repeated item occurrences;
    - planning or mocking Zotero item resolution and staging;
    - constructing or auditing Zotero citation/bibliography fields in DOCX;
    - freezing a citation manifest and acceptance counts;
    - auditing a candidate before or after Refresh;
    - reviewing or producing a digest-bound Refresh authorization contract;
    - persisting citation and bibliography UI evidence from an already authorized disposable check;
    - finalizing a run, recovering state, or generating a non-destructive rollback proposal;
    - implementing, documenting, or testing the generic Word–Zotero package without case-specific historical imports.
    
    Do not use this Skill for ordinary citation-style advice, manual bibliography prose, Zotero library cleanup unrelated to Word fields, or a request that only asks to install Zotero/Word.
    
    ## Required inputs
    
    Establish before any phase that needs them:
    
    1. source `.docx` path;
    2. target CSL style id or `.csl` path;
    3. isolated runs root and stable task id;
    4. requested phase and whether only offline/static work is authorized;
    5. Zotero library identity and collection only when staging or visibility is in scope;
    6. explicit destination/report paths for Refresh and finalization;
    7. expected acceptance counts from the frozen manifest.
    
    If a required path, identity, count, or authorization is missing, do not infer it. Continue only with phases that can be proven from available artifacts.
    
    ## Workflow
    
    ### 1. Discover the implementation and freeze boundaries
    
    Locate the repository rather than assuming a machine-specific path. Confirm that it provides:
    
    - package `zotero_mcp.word_citations`;
    - entry point `zotero-word-citations` or module CLI;
    - offline tests for the requested phase;
    - the PowerShell wrapper only as an inspectable artifact.
    
    Read `references/implementation-map.md` when modifying code or locating phase ownership. Read `references/contracts.md` when assembling, loading, or verifying persisted JSON artifacts. Read `references/live-run-recipe.md` when reproducing a live run end to end, and `references/zotero-mcp-configuration.md` when the Zotero MCP connector is in local-only mode or write tools fail.
    
    ### 2. Preflight without mutation
    
    Run the read-only preflight before scanning or creating a run. Treat its status as a gate:
    
    - `blocked`: stop and report failed checks;
    - `manual_review`: explain the unresolved condition and do not advance automatically;
    - safe/approved read-only result: continue with the requested offline phase.
    
    Preflight must not create run directories, copy the source, connect to Word, or write to Zotero.
    
    ### 3. Scan and cluster the DOCX statically
    
    Use OOXML/ZIP parsing, not Word automation. Preserve source size and SHA-256 and verify the expected digest when one is supplied.
    
    Recognize only supported explicit identifiers. Ordinary numbers are never PMIDs. Inspect all relevant Word stories, surface malformed fields, revisions, static references, and unsupported placements, then infer clusters deterministically. Any ambiguous boundary or unsupported story is a manual-review condition, not permission to guess.
    
    ### 4. Plan Zotero resolution before any write
    
    Resolve identifiers against a read gateway first. Fail closed on missing or ambiguous matches. If new items would be required, create a staging plan and exact authorization; do not execute it under the default offline boundary.
    
    Keep collection identity, library identity, requested identifiers, planned item keys, and occurrence counts stable. Use mocks or synthetic gateways for validation.
    
    ### 5. Build a candidate in an isolated run
    
    Never edit the source in place. Create or verify the isolated run layout, copy to a candidate path, and protect source/candidate digests across every transformation.
    
    Construct valid complex `ADDIN ZOTERO_ITEM CSL_CITATION` fields and one dynamic `ADDIN ZOTERO_BIBL` field with required document preferences and OPC relationships. Preserve repeated occurrences and do not import case-specific scripts from historical projects.
    
    ### 6. Freeze manifest and pre-Refresh audit
    
    Assemble the manifest only from accepted upstream scan, cluster, item visibility/staging, and candidate facts. Freeze it write-once using canonical JSON plus SHA-256.
    
    Run the static DOCX audit and compare its observation with manifest acceptance counts. A failed audit blocks authorization. Existing bytes may be accepted only when identical; conflicting bytes or digest drift must fail closed.
    
    ### 7. Authorize Refresh, but do not execute it by default
    
    Bind authorization to the exact manifest file/content digests, static audit, protected source, candidate, destination, report, diagnostic path, attempt id, and acceptance counts. Re-verify all paths and digests immediately before any live operation.
    
    The optional Zotero Local API check is read-only and restricted to IPv4 loopback port `23119`. Reject other hosts, ports, credentials, queries, or fragments.
    
    If the user has not separately authorized live integration, finish here with an offline-blocked result and instructions for what would need explicit approval. If live execution is authorized, read `references/live-refresh-protocol.md` in full before any action.
    
    ### 8. Audit post-Refresh evidence
    
    After an externally authorized Refresh has produced a destination and report, load and verify those artifacts; never synthesize a successful report. Run a post-Refresh static audit against the frozen manifest and bind it to the destination bytes.
    
    Citation and bibliography UI evidence must come from separate disposable, cancelled checks. Persist each strict evidence record write-once. Require unchanged destination, source, and working-copy digests and stable before/open/after field snapshots.
    
    ### 9. Finalize write-once
    
    Assemble finalization only when all required artifacts exist and verify:
    
    - manifest;
    - Refresh authorization;
    - Refresh report;
    - post-Refresh static audit;
    - citation UI evidence;
    - bibliography UI evidence;
    - protected source;
    - final destination and acceptance counts.
    
    Freeze the finalization record write-once. Never treat a directory name, a success message, or an unbound screenshot as proof.
    
    ### 10. Recover or propose rollback non-destructively
    
    Use the run journal and artifact lineage to recover only to the highest phase whose required files, hashes, parents, and state transitions still verify. Acquire the run lock before state mutation and use stale-lock recovery rules; never break a live lock.
    
    Rollback is a proposal, not an automatic deletion or overwrite. Generate copy-only steps to a new destination and retain every source, candidate, diagnostic, audit, and journal artifact.
    
    Read `references/recovery-and-rollback.md` for transition and lineage details.
    
    ## Execution autonomy and confirmation policy
    
    The 2026-08-15 live test revealed that requiring a human confirmation at every
    step is unnecessary. Adopt this policy:
    
    - **No confirmation needed** for: reading, scanning, clustering, planning,
      Zotero read/visibility checks, manifest/audit/authorization freezing,
      candidate construction, post-Refresh audits, finalization, and any offline or
      mocked validation. The agent should execute these autonomously and continue
      until it either produces the final deliverable or hits a hard blocker.
    - **One confirmation needed** for each distinct live integration family, given
      up front by the user with explicit scope:
      1. writing to Zotero (create the task collection, add collection membership;
         never merge/delete items without separate approval);
      2. launching Word and running the Refresh wrapper with exactly one
         `ZoteroRefresh` call;
      3. launching Word for the two cancelled disposable dialog checks
         (`ZoteroAddEditCitation`, `ZoteroAddEditBibliography`).
    - The user may grant a **standing authorization** (e.g. continue until
      success) for a specific task. Under a standing authorization the agent runs
      each live family at most once per distinct attempt, and if a live attempt
      fails it stops that family, fixes the root cause offline (with a regression
      test), creates a fresh attempt id and paths, and only then proceeds. It never
      re-runs the same authorization.
    - If the user grants standing authorization, the agent must still stop for a
      genuine human-in-the-loop condition: Zotero login/challenge dialogs, Word
      license/first-run dialogs, ambiguous duplicate-item selection that cannot be
      resolved by the frozen selection rule, or a structural blocker that no
      parameterized retry can fix.
    
    ## Dependencies and setup (tell the user before a live run)
    
    Before any phase that touches live Word/Zotero, state these dependencies and
    help the user satisfy them:
    
    1. **Zotero desktop** running, with its Local API on `127.0.0.1:23119`.
    2. **Microsoft Word** installed (only the Refresh and UI-evidence steps need
       COM automation; scan/build/audit are OOXML-only).
    3. **The `zotero_mcp` package** importable from Python. Locate it (installed
       package, repository `src`, or a `.venv`) and tell the user how it will be
       invoked (e.g. `PYTHONPATH` or the interpreter). If it is missing, stop
       with the exact install/locate step instead of guessing.
    4. **zotero-mcp hybrid mode** configured: `ZOTERO_LIBRARY_ID` +
       `ZOTERO_API_KEY` in `~/.config/zotero-mcp/config.json` under `client_env`
       (see `references/zotero-mcp-configuration.md`), followed by a connector
       restart. If writes fail with "local-only mode", do not retry; re-check this
       step.
    5. Before live execution, show one import check
       (`python -c "import zotero_mcp"`) and confirm the Local API port.
    
    The agent should proactively point the user to
    `references/zotero-mcp-configuration.md` (credentials) and
    `references/live-run-recipe.md` (end-to-end run) whenever a dependency check
    fails or the user asks how to set something up.
    
    ## Scripts and reproducibility
    
    All reusable scripts live inside this Skill under `scripts/` (they are copied
    into the archive and are usable wherever the Skill is installed):
    
    - `scripts/run_live_workflow.py` — parameterized offline phases
      (`candidate-build`, `authorize`, `post-refresh-audit`, `finalize`).
    - `scripts/refresh_word_zotero.ps1` — the one-shot live Word/Zotero Refresh
      wrapper (executed only under authorization).
    - `scripts/validate_word_zotero_ui.ps1` — cancelled disposable dialog evidence.
    - `scripts/verify_skill.py` — offline structural verification of this tree.
    
    These scripts are generic: they take `--run-root`, `--task-id`, `--source`,
    `--selection`, `--style-id` and read `ZOTERO_LIBRARY_ID`/`ZOTERO_API_KEY` from
    the zotero-mcp configuration. They must never contain machine-specific paths or
    user identity. See `references/live-run-recipe.md` for the end-to-end sequence
    and `references/zotero-mcp-configuration.md` for connector setup.
    
    ## Final delivery
    
    - The delivery directory contains **exactly two files**: the finalized
      citation DOCX (copied from the finalization-bound destination) and a copy of
      the user's original DOCX. The user's original file itself is never moved or
      modified.
    - **Naming and destination are decided by the user.** The agent proposes a
      name (e.g. `<original-stem>_引文完成版.docx`) and a delivery directory, then
      waits for the user to confirm before copying anything. Never invent a final
      name or path.
    - Test/intermediate artifacts (candidates, audits, reports, UI working copies,
      diagnostics, manifests, run state) never enter the delivery directory.
      Evidence under the run root is retained by default; deleting it requires an
      explicit user decision.
    - Before delivery, verify the SHA-256 of both files against the finalization
      record. If the user has since opened and saved the finalized document in
      Word, the record's hash will differ; in that case deliver the user-confirmed
      version and record its actual hash with a note that the finalization record
      applies to the audited bytes.
    - No test, audit, or live integration is rerun for delivery itself.
    
    ## Verification
    
    For implementation or Skill changes, use offline/static verification only:
    
    1. focused tests for touched phase(s);
    2. complete `tests/word_citations` suite;
    3. relevant Ruff checks;
    4. PowerShell AST parse without running the wrapper;
    5. protected-baseline hash test;
    6. full project test suite with explicit exit-code propagation when feasible;
    7. `scripts/verify_skill.py` for this Skill tree;
    8. bundled `skill-creator/scripts/quick_validate.py` and packaging utility.
    
    Use `references/verification-matrix.md` for exact categories and stop conditions. Never report a passing run when pytest output contains failures, a timeout, or `KeyboardInterrupt`, even if a detached host reports exit code 0.
    
    ## Output contract
    
    Report:
    
    - requested and completed phase(s);
    - source and destination protection status;
    - artifacts created or verified, including paths and SHA-256 where material;
    - acceptance counts and gate outcomes;
    - tests/lint/static checks with exact pass/fail totals;
    - any blocked or manual-review condition;
    - whether Word, `ZoteroRefresh`, Zotero Local API, or Zotero writes were executed.
    
    A default offline run must state explicitly: **Word not launched; Refresh wrapper not executed; Zotero not modified.**
    

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