Audit-Navigator - multi-case, auto summarize.

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An automation tool to automate PYWP(Prior Year Working Papers) insights for faster audit onboarding and multi-case management.

2025-12-21.16-35-06.mp4

Core Features

• High-Efficiency Batch Processing: Processes large volumes of Word-based Prior Year Working Papers (PYWP) simultaneously, significantly reducing manual review time when launching multiple audit engagements.

• Intelligent Block Recognition: Automatically scans .docx files using "W/P reference" as an anchor to precisely segment testing blocks and captures working paper indices via coordinate offsets to ensure data integrity.

• Automated Format Conversion: Transforms unstructured Word working papers into structured Excel (.xlsx) summary reports, enabling seamless data flow automation.

• Multi-Engagement Management: Supports processing files from different clients and fiscal years within a single directory for rapid cross-engagement summarization.

• Automated Formatting & Calibration: Generated Excel reports feature automatic text wrapping, specific column width adjustments, and header color alignment to enhance readability and professional presentation.

  Technical Highlights

• Smart Region Positioning: Utilizes keyword anchor technology to dynamically segment Word documents, achieving precise mapping from unstructured text to structured data.

• Multi-Level Logic Processing: Employs logic_handlers.py for complex text cleaning, including automated sequential numbering (1. 2. 3.) for Column D and keyword blacklist filtering for Column F.

• Dynamic Content Extraction: Implements a "Secondary Truncation" strategy that automatically stops data collection upon encountering labels like Results or Nature of the Control, preventing the ingestion of redundant sampling descriptions or noise.

• Exception Handling & Stability: Automatically detects and excludes Word temporary files (e.g., files starting with ~$) and implements try-except safeguards during Excel formatting to prevent program crashes during bulk processing.

• Resource Optimization: Uses structured dictionaries as intermediate data storage to maintain high consistency across all data fields during the conversion process.

Usage

1. Place the target Word working papers (.docx) into the source_files/ folder.
2. Run start_tool.bat to begin batch processing.
3. Once complete, retrieve the formatted Audit_Navigator_Summary.xlsx from the output/ folder.

Project Structure

Audit-Navigator/
├── bin/                        # Core execution and binary files
│   ├── main.py                 # [Execution Layer] Entry point; handles file scanning, document anchoring, and Excel export
│   ├── processor.py            # [Orchestration Layer] Defines target fields and dispatches tasks to handlers
│   ├── logic_handlers.py       # [Logic Layer] Contains granular extraction rules for individual fields
│   ├── excel_formatter.py      # Core logic for Excel styling and formatting
│   └── requirements.txt        # Project dependencies
├── output/                     # Generated audit reports and processed files
├── source_files/               # Directory for raw input files
├── .gitignore                  # Git ignore list
└── start_tool.bat              # Batch file for one-click execution