Investment Statement MCP Server

"""
Generate financial advisor report."""
import asyncio
import shutil
from pathlib import Path
from datetime import datetime
import sys

# Add src to path
sys.path.insert(0, str(Path(__file__).parent / "src"))

from tools.advisor_report import AdvisorReportGenerator

async def main():
    """Generate the full HTML financial advisor report."""
    # Initialize paths
    project_root = Path(__file__).parent.resolve()
    reports_path = project_root.parent / "data" / "reports"
    output_base = reports_path / "advisor_reports"

    # Create output directories
    timestamp = datetime.now().strftime("%Y-%m-%d_%H%M%S")
    output_dir = output_base / timestamp
    latest_dir = output_base / "latest"

    output_dir.mkdir(parents=True, exist_ok=True)

    # Generate report
    print("Generating financial advisor report...")
    generator = AdvisorReportGenerator(str(reports_path))
    report_data = generator.generate_report_data()
    html_output = generator.render_html(report_data)

    # Write HTML file
    html_file = output_dir / "advisor_report.html"
    html_file.write_text(html_output, encoding='utf-8')

    # Copy Monte Carlo visualizations
    mc_charts_dir = output_dir / "charts" / "monte_carlo"
    mc_charts_dir.mkdir(parents=True, exist_ok=True)

    mc_viz = report_data['visualizations']['monte_carlo']
    for chart_name, chart_path_str in mc_viz.items():
        if chart_path_str:
            chart_path = Path(chart_path_str)
            if chart_path.exists():
                shutil.copy(chart_path, mc_charts_dir / chart_path.name)

    # Update latest symlink
    if latest_dir.exists() or latest_dir.is_symlink():
        if latest_dir.is_symlink():
            latest_dir.unlink()
        else:
            shutil.rmtree(latest_dir)
    
    # Create a relative symlink for portability
    # latest_dir.symlink_to(output_dir.name)
    # Note: Using absolute path for symlink to avoid issues with different working directories.
    latest_dir.symlink_to(output_dir, target_is_directory=True)


    print(f"✅ Report generated successfully!")
    print(f"📄 Report file: {html_file}")
    print(f"📊 Latest link: {latest_dir / 'advisor_report.html'}")
    print(f"\nOpen in browser:")
    print(f"  open '{html_file.resolve()}'")

if __name__ == "__main__":
    asyncio.run(main())