"""Generate HTML report for Comprehensive Entity Analysis 2024."""
import asyncio
import sys
from pathlib import Path
from typing import Optional
from datetime import datetime
# Add parent directory to path
sys.path.insert(0, str(Path(__file__).parent))
from fccs_agent.config import load_config
from fccs_agent.agent import initialize_agent, close_agent
from fccs_agent.tools.application import get_application_info
from fccs_agent.tools.data import smart_retrieve
from fccs_agent.utils.cache import load_members_from_cache
async def query_entity_performance(entity_name: str, year: str = "FY24") -> Optional[float]:
"""Query Net Income for a specific entity."""
try:
result = await smart_retrieve(
account="FCCS_Net Income",
entity=entity_name,
period="Dec",
years=year,
scenario="Actual"
)
if result.get("status") == "success":
data = result.get("data", {})
rows = data.get("rows", [])
if rows and rows[0].get("data"):
value = rows[0]["data"][0]
return float(value) if value is not None else None
except Exception:
pass
return None
async def get_entity_balance_sheet(entity_name: str, year: str = "FY24") -> dict:
"""Get key balance sheet items for an entity."""
accounts = {
"Total Assets": "FCCS_Total Assets",
"Total Liabilities": "FCCS_Total Liabilities",
"Total Equity": "FCCS_Total Equity",
"Sales": "FCCS_Sales"
}
results = {}
for label, account in accounts.items():
try:
result = await smart_retrieve(
account=account,
entity=entity_name,
period="Dec",
years=year,
scenario="Actual"
)
if result.get("status") == "success":
data = result.get("data", {})
rows = data.get("rows", [])
if rows and rows[0].get("data"):
value = rows[0]["data"][0]
results[label] = float(value) if value is not None else 0.0
else:
results[label] = 0.0
else:
results[label] = 0.0
except Exception:
results[label] = 0.0
return results
def generate_html_report(
apps: list,
top_10_performers: list,
bottom_10_performers: list,
worst_entity: dict,
worst_entity_financials: dict,
consolidated_net_income: Optional[float],
consolidated_sales: float,
projected_impact: dict
) -> str:
"""Generate HTML report."""
timestamp = datetime.now().strftime("%Y%m%d_%H%M%S")
html = f"""<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>Comprehensive Entity Analysis - 2024</title>
<style>
* {{
margin: 0;
padding: 0;
box-sizing: border-box;
}}
body {{
font-family: 'Segoe UI', Tahoma, Geneva, Verdana, sans-serif;
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
padding: 20px;
line-height: 1.6;
}}
.container {{
max-width: 1400px;
margin: 0 auto;
background: white;
border-radius: 10px;
box-shadow: 0 10px 40px rgba(0,0,0,0.2);
overflow: hidden;
}}
.header {{
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
color: white;
padding: 40px;
text-align: center;
}}
.header h1 {{
font-size: 2.5em;
margin-bottom: 10px;
}}
.header p {{
font-size: 1.1em;
opacity: 0.9;
}}
.content {{
padding: 40px;
}}
.section {{
margin-bottom: 40px;
}}
.section-title {{
font-size: 1.8em;
color: #333;
margin-bottom: 20px;
padding-bottom: 10px;
border-bottom: 3px solid #667eea;
}}
.info-box {{
background: #f8f9fa;
border-left: 4px solid #667eea;
padding: 20px;
margin: 20px 0;
border-radius: 5px;
}}
.info-box h3 {{
color: #667eea;
margin-bottom: 10px;
}}
table {{
width: 100%;
border-collapse: collapse;
margin: 20px 0;
box-shadow: 0 2px 10px rgba(0,0,0,0.1);
}}
th {{
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
color: white;
padding: 15px;
text-align: left;
font-weight: 600;
}}
td {{
padding: 12px 15px;
border-bottom: 1px solid #e0e0e0;
}}
tr:nth-child(even) {{
background: #f8f9fa;
}}
tr:hover {{
background: #e8e9ff;
}}
.positive {{
color: #28a745;
font-weight: 600;
}}
.negative {{
color: #dc3545;
font-weight: 600;
}}
.highlight-box {{
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
color: white;
padding: 30px;
border-radius: 10px;
margin: 20px 0;
}}
.highlight-box h3 {{
margin-bottom: 15px;
font-size: 1.5em;
}}
.metric {{
display: inline-block;
margin: 10px 20px;
text-align: center;
}}
.metric-value {{
font-size: 2em;
font-weight: bold;
margin-bottom: 5px;
}}
.metric-label {{
font-size: 0.9em;
opacity: 0.9;
}}
.impact-section {{
display: grid;
grid-template-columns: 1fr 1fr;
gap: 20px;
margin: 20px 0;
}}
.impact-card {{
background: #f8f9fa;
padding: 20px;
border-radius: 8px;
border-left: 4px solid #667eea;
}}
.impact-card h4 {{
color: #667eea;
margin-bottom: 10px;
}}
.footer {{
background: #f8f9fa;
padding: 20px;
text-align: center;
color: #666;
border-top: 1px solid #e0e0e0;
}}
@media (max-width: 768px) {{
.impact-section {{
grid-template-columns: 1fr;
}}
.header h1 {{
font-size: 1.8em;
}}
}}
</style>
</head>
<body>
<div class="container">
<div class="header">
<h1>📊 Comprehensive Entity Analysis</h1>
<p>FCCS Financial Performance Report - 2024 Actuals</p>
<p style="margin-top: 10px; font-size: 0.9em;">Generated: {datetime.now().strftime("%B %d, %Y at %I:%M %p")}</p>
</div>
<div class="content">
<!-- Step 1: Applications -->
<div class="section">
<h2 class="section-title">1. FCCS Applications</h2>
<div class="info-box">
<h3>Connected Applications</h3>
<p>Found <strong>{len(apps)}</strong> FCCS application(s):</p>
<ul style="margin-top: 10px; margin-left: 20px;">
{''.join([f'<li><strong>{app.get("name")}</strong> (Type: {app.get("appType")})</li>' for app in apps])}
</ul>
</div>
</div>
<!-- Step 2: Connection -->
<div class="section">
<h2 class="section-title">2. Connection Status</h2>
<div class="info-box">
<h3>✅ Successfully Connected</h3>
<p>Connected to <strong>Consol</strong> application</p>
</div>
</div>
<!-- Step 3: Top Performers -->
<div class="section">
<h2 class="section-title">3. Top 10 Performing Entities - 2024</h2>
<table>
<thead>
<tr>
<th>Rank</th>
<th>Entity</th>
<th style="text-align: right;">Net Income</th>
</tr>
</thead>
<tbody>
{''.join([f'''
<tr>
<td>{i}</td>
<td>{perf["entity"]}</td>
<td style="text-align: right;" class="positive">${perf["net_income"]:,.2f}</td>
</tr>
''' for i, perf in enumerate(top_10_performers, 1)])}
</tbody>
</table>
</div>
<!-- Step 4: Underperformers -->
<div class="section">
<h2 class="section-title">4. Top 10 Underperforming Entities - 2024</h2>
<table>
<thead>
<tr>
<th>Rank</th>
<th>Entity</th>
<th style="text-align: right;">Net Income</th>
</tr>
</thead>
<tbody>
{''.join([f'''
<tr>
<td>{i}</td>
<td>{perf["entity"]}</td>
<td style="text-align: right;" class="negative">${perf["net_income"]:,.2f}</td>
</tr>
''' for i, perf in enumerate(bottom_10_performers, 1)])}
</tbody>
</table>
</div>
<!-- Step 5: Divestment Simulation -->
<div class="section">
<h2 class="section-title">5. Divestment Simulation</h2>
<div class="highlight-box">
<h3>🎯 Target Entity for Divestment</h3>
<div class="metric">
<div class="metric-value">{worst_entity["entity"]}</div>
<div class="metric-label">Worst Performing Entity</div>
</div>
<div class="metric">
<div class="metric-value">${worst_entity["net_income"]:,.2f}</div>
<div class="metric-label">2024 Net Income</div>
</div>
<div class="metric">
<div class="metric-value">June 30, 2025</div>
<div class="metric-label">Divestment Date</div>
</div>
</div>
<h3 style="margin-top: 30px; color: #333;">Financial Details</h3>
<div class="impact-section">
<div class="impact-card">
<h4>Total Assets</h4>
<p style="font-size: 1.5em; font-weight: bold; color: #667eea;">
${worst_entity_financials.get('Total Assets', 0):,.2f}
</p>
</div>
<div class="impact-card">
<h4>Total Liabilities</h4>
<p style="font-size: 1.5em; font-weight: bold; color: #667eea;">
${worst_entity_financials.get('Total Liabilities', 0):,.2f}
</p>
</div>
<div class="impact-card">
<h4>Total Equity</h4>
<p style="font-size: 1.5em; font-weight: bold; color: #667eea;">
${worst_entity_financials.get('Total Equity', 0):,.2f}
</p>
</div>
<div class="impact-card">
<h4>Sales</h4>
<p style="font-size: 1.5em; font-weight: bold; color: #667eea;">
${worst_entity_financials.get('Sales', 0):,.2f}
</p>
</div>
</div>
</div>
<!-- Step 6: Impact Analysis -->
<div class="section">
<h2 class="section-title">6. Impact Analysis - Consolidated Group</h2>
<h3 style="margin-top: 20px; color: #333;">Before Divestment (2024 Actuals)</h3>
<div class="impact-section">
<div class="impact-card">
<h4>Consolidated Net Income</h4>
<p style="font-size: 1.8em; font-weight: bold; color: {'#dc3545' if consolidated_net_income and consolidated_net_income < 0 else '#28a745'};">
${f'{consolidated_net_income:,.2f}' if consolidated_net_income is not None else 'N/A'}
</p>
</div>
<div class="impact-card">
<h4>Consolidated Sales</h4>
<p style="font-size: 1.8em; font-weight: bold; color: #667eea;">
${consolidated_sales:,.2f}
</p>
</div>
</div>
<h3 style="margin-top: 30px; color: #333;">Projected Impact (2025 - 6 Months)</h3>
<div class="highlight-box">
<h3>📉 Impact Metrics</h3>
<div class="metric">
<div class="metric-value">${projected_impact.get('net_income_impact', 0):,.2f}</div>
<div class="metric-label">Net Income Impact</div>
</div>
<div class="metric">
<div class="metric-value">{projected_impact.get('net_income_impact_pct', 0):.2f}%</div>
<div class="metric-label">% of Consolidated NI</div>
</div>
<div class="metric">
<div class="metric-value">${projected_impact.get('sales_impact', 0):,.2f}</div>
<div class="metric-label">Sales Impact</div>
</div>
<div class="metric">
<div class="metric-value">{projected_impact.get('sales_impact_pct', 0):.2f}%</div>
<div class="metric-label">% of Consolidated Sales</div>
</div>
</div>
<h3 style="margin-top: 30px; color: #333;">After Divestment (Projected 2025)</h3>
<div class="impact-section">
<div class="impact-card">
<h4>Projected Net Income</h4>
<p style="font-size: 1.8em; font-weight: bold; color: {'#dc3545' if projected_impact.get('projected_consolidated_net_income', 0) < 0 else '#28a745'};">
${projected_impact.get('projected_consolidated_net_income', 0):,.2f}
</p>
</div>
<div class="impact-card">
<h4>Projected Sales</h4>
<p style="font-size: 1.8em; font-weight: bold; color: #667eea;">
${projected_impact.get('projected_consolidated_sales', 0):,.2f}
</p>
</div>
</div>
<div class="info-box" style="margin-top: 30px; background: #e8f5e9; border-left-color: #28a745;">
<h3 style="color: #28a745;">✅ Key Insight</h3>
<p style="font-size: 1.1em; margin-top: 10px;">
Divesting <strong>{worst_entity["entity"]}</strong> would {'improve' if projected_impact.get('projected_consolidated_net_income', 0) > (consolidated_net_income or 0) else 'impact'}
consolidated net income by removing a significant loss contributor.
The projected impact shows a {'positive' if projected_impact.get('projected_consolidated_net_income', 0) > (consolidated_net_income or 0) else 'negative'}
change of {projected_impact.get('net_income_impact_pct', 0):.2f}% of current consolidated net income.
</p>
</div>
</div>
</div>
<div class="footer">
<p>Generated by FCCS Analysis Tool | {datetime.now().strftime("%Y-%m-%d %H:%M:%S")}</p>
</div>
</div>
</body>
</html>"""
return html
async def main():
"""Main analysis function."""
print("=" * 80)
print("COMPREHENSIVE ENTITY ANALYSIS - 2024 (HTML REPORT)")
print("=" * 80)
print()
try:
# Step 1: List all FCCS apps
print("Step 1: Listing all FCCS applications...")
config = load_config()
await initialize_agent(config)
app_info = await get_application_info()
if app_info.get("status") != "success":
print("[ERROR] Could not retrieve application info")
return
apps = app_info.get("data", {}).get("items", [])
print(f"[OK] Found {len(apps)} FCCS application(s)")
# Get entities from cache
print("\nStep 2: Loading entities...")
cached_entities = load_members_from_cache("Consol", "Entity")
entities_to_query = []
if cached_entities and cached_entities.get("items"):
entities_to_query = [item.get("name") for item in cached_entities["items"] if item.get("name")]
print(f"[OK] Found {len(entities_to_query)} entities to analyze")
else:
print("[WARNING] No entity list available")
await close_agent()
return
# Query entity performance
print(f"\nStep 3: Querying Net Income for {len(entities_to_query)} entities...")
entity_performance = []
queried = 0
for entity in entities_to_query:
queried += 1
if queried % 20 == 0:
print(f" Progress: {queried}/{len(entities_to_query)}...")
net_income = await query_entity_performance(entity, "FY24")
if net_income is not None:
entity_performance.append({
"entity": entity,
"net_income": net_income
})
print(f"[OK] Retrieved performance data for {len(entity_performance)} entities")
# Sort by Net Income
entity_performance.sort(key=lambda x: x["net_income"], reverse=True)
top_10_performers = entity_performance[:10]
entity_performance.sort(key=lambda x: x["net_income"])
bottom_10_performers = entity_performance[:10]
# Get worst entity details
worst_entity = bottom_10_performers[0]
print(f"\nStep 4: Getting financial details for {worst_entity['entity']}...")
worst_entity_financials = await get_entity_balance_sheet(worst_entity["entity"], "FY24")
# Get consolidated totals
print("\nStep 5: Getting consolidated group totals...")
consolidated_net_income = await query_entity_performance("FCCS_Total Geography", "FY24")
consolidated_sales_result = await smart_retrieve(
account="FCCS_Sales",
entity="FCCS_Total Geography",
period="Dec",
years="FY24",
scenario="Actual"
)
consolidated_sales = 0.0
if consolidated_sales_result.get("status") == "success":
data = consolidated_sales_result.get("data", {})
rows = data.get("rows", [])
if rows and rows[0].get("data"):
value = rows[0]["data"][0]
consolidated_sales = float(value) if value is not None else 0.0
# Calculate projected impact
projected_2025_net_income = worst_entity["net_income"] * 0.5
projected_2025_sales = worst_entity_financials.get('Sales', 0) * 0.5
net_income_impact_pct = 0.0
sales_impact_pct = 0.0
if consolidated_net_income and consolidated_net_income != 0:
net_income_impact_pct = (projected_2025_net_income / consolidated_net_income * 100)
if consolidated_sales != 0:
sales_impact_pct = (projected_2025_sales / consolidated_sales * 100)
projected_consolidated_net_income_2025 = (consolidated_net_income or 0) - projected_2025_net_income
projected_consolidated_sales_2025 = consolidated_sales - projected_2025_sales
projected_impact = {
"net_income_impact": projected_2025_net_income,
"net_income_impact_pct": net_income_impact_pct,
"sales_impact": projected_2025_sales,
"sales_impact_pct": sales_impact_pct,
"projected_consolidated_net_income": projected_consolidated_net_income_2025,
"projected_consolidated_sales": projected_consolidated_sales_2025
}
# Generate HTML
print("\nStep 6: Generating HTML report...")
html_content = generate_html_report(
apps=apps,
top_10_performers=top_10_performers,
bottom_10_performers=bottom_10_performers,
worst_entity=worst_entity,
worst_entity_financials=worst_entity_financials,
consolidated_net_income=consolidated_net_income,
consolidated_sales=consolidated_sales,
projected_impact=projected_impact
)
# Save HTML file
timestamp = datetime.now().strftime("%Y%m%d_%H%M%S")
filename = f"Comprehensive_Entity_Analysis_2024_{timestamp}.html"
with open(filename, 'w', encoding='utf-8') as f:
f.write(html_content)
print(f"[OK] HTML report saved to: {filename}")
print(f"\nOpen the file in your browser to view the report!")
await close_agent()
except Exception as e:
print(f"\n[ERROR] {e}")
import traceback
traceback.print_exc()
await close_agent()
sys.exit(1)
if __name__ == "__main__":
asyncio.run(main())
