"""Find entities with Net Income variance >20% vs FY24.
This script retrieves Net Income for all entities and identifies those with >20% variance.
"""
import asyncio
import sys
from pathlib import Path
from typing import Optional, List, Dict
# 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.data import smart_retrieve
from fccs_agent.tools.dimensions import get_members
# Entities to exclude (consolidated/total entities)
EXCLUDED_ENTITIES = {
"FCCS_Total Geography",
"FCCS_Global Assumptions",
"Industrial Segment",
"Energy Segment",
"Fire Protection Segment",
"Administrative Segment",
"Industrial Consolidated Corp",
"Energy Consolidated Corp",
"Monumental Rollup",
"Total Monumental",
"Total MSC",
"Elim",
"I/C East & West",
"I/C Central"
}
async def get_net_income_value(entity: str, year: str) -> Optional[float]:
"""Get Net Income YTD (Dec) for an entity."""
try:
result = await smart_retrieve(
account="FCCS_Net Income",
entity=entity,
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 as e:
print(f" [ERROR] Failed to retrieve {year} data for {entity}: {str(e)}")
return None
async def find_entities_with_variance():
"""Find all entities with Net Income variance >20% vs FY24."""
print("=" * 80)
print("FINDING ENTITIES WITH NET INCOME VARIANCE >20% VS FY24")
print("=" * 80)
print()
try:
config = load_config()
await initialize_agent(config)
print("[OK] Connected to FCCS")
print()
# Get all entities
print("Retrieving entity list...")
entities_result = await get_members("Entity")
if entities_result.get("status") != "success":
print("[ERROR] Failed to retrieve entities")
return
all_entities = entities_result.get("data", {}).get("items", [])
entity_names = [e["name"] for e in all_entities if e["name"] not in EXCLUDED_ENTITIES]
print(f"[OK] Found {len(entity_names)} individual entities (excluding totals/consolidated)")
print()
# Get Net Income for each entity
print("Retrieving Net Income data for FY24 and FY25...")
entity_data = []
processed = 0
for entity in entity_names:
processed += 1
if processed % 50 == 0:
print(f" Processed {processed}/{len(entity_names)} entities...")
fy24_value = await get_net_income_value(entity, "FY24")
fy25_value = await get_net_income_value(entity, "FY25")
# Calculate variance if both values exist
if fy24_value is not None and fy25_value is not None:
variance_absolute = fy25_value - fy24_value
# Calculate percentage variance
if fy24_value != 0:
variance_percent = (variance_absolute / abs(fy24_value)) * 100
else:
variance_percent = float('inf') if variance_absolute > 0 else (float('-inf') if variance_absolute < 0 else 0)
entity_data.append({
"entity": entity,
"fy24": fy24_value,
"fy25": fy25_value,
"variance_absolute": variance_absolute,
"variance_percent": variance_percent
})
print(f"[OK] Retrieved data for {len(entity_data)} entities with both FY24 and FY25 data")
print()
# Filter entities with variance >20%
print("Filtering entities with variance >20%...")
significant_variance = [
e for e in entity_data
if abs(e["variance_percent"]) > 20 and not (abs(e["variance_percent"]) == float('inf'))
]
print(f"[OK] Found {len(significant_variance)} entities with variance >20%")
print()
# Sort by absolute variance percentage
significant_variance.sort(key=lambda x: abs(x["variance_percent"]), reverse=True)
# Display results
print("=" * 80)
print("RESULTS: ENTITIES WITH NET INCOME VARIANCE >20% VS FY24")
print("=" * 80)
print()
print(f"{'Rank':<6} {'Entity':<50} {'FY24':>15} {'FY25':>15} {'Variance $':>15} {'Variance %':>12}")
print("-" * 113)
for rank, entity_info in enumerate(significant_variance, 1):
entity = entity_info["entity"]
fy24 = entity_info["fy24"]
fy25 = entity_info["fy25"]
var_abs = entity_info["variance_absolute"]
var_pct = entity_info["variance_percent"]
# Format variance percentage with sign
var_pct_str = f"{var_pct:+.1f}%"
print(f"{rank:<6} {entity:<50} ${fy24:>14,.2f} ${fy25:>14,.2f} ${var_abs:>14,.2f} {var_pct_str:>12}")
print()
print("=" * 80)
print(f"Total entities analyzed: {len(entity_data)}")
print(f"Entities with variance >20%: {len(significant_variance)}")
print("=" * 80)
except Exception as e:
print(f"[ERROR] {str(e)}")
import traceback
traceback.print_exc()
finally:
await close_agent()
if __name__ == "__main__":
asyncio.run(find_entities_with_variance())
