"""Generate HTML report as alternative to PDF."""
import asyncio
import sys
from pathlib import Path
from datetime import datetime
# Add parent directory to path
sys.path.insert(0, str(Path(__file__).parent.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.utils.cache import load_members_from_cache
async def get_entity_performance(entity_name: str, year: str) -> float | None:
"""Get Net Income for an 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_monthly_data(entity_name: str, year: str) -> dict:
"""Get monthly Net Income data."""
months = ["Jan", "Feb", "Mar", "Apr", "May", "Jun",
"Jul", "Aug", "Sep", "Oct", "Nov", "Dec"]
monthly_data = {}
for month in months:
try:
result = await smart_retrieve(
account="FCCS_Net Income",
entity=entity_name,
period=month,
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]
if value is not None:
monthly_data[month] = float(value)
except Exception:
pass
return monthly_data
async def generate_html_report():
"""Generate HTML report."""
print("=" * 80)
print("GENERATING FCCS DATA ANALYSIS HTML REPORT")
print("=" * 80)
print()
try:
config = load_config()
await initialize_agent(config)
print("[OK] Connected to FCCS")
print()
# Get data
print("Collecting data for report...")
consolidated_2024 = await get_entity_performance("FCCS_Total Geography", "FY24")
consolidated_2025 = await get_entity_performance("FCCS_Total Geography", "FY25")
cached_entities = load_members_from_cache("Consol", "Entity")
entities = [item.get("name") for item in cached_entities.get("items", []) if item.get("name")]
exclude_keywords = ["Total", "FCCS_Total", "FCCS_Entity Total"]
individual_entities = [e for e in entities if not any(kw in e for kw in exclude_keywords)]
print(f"Analyzing {len(individual_entities[:100])} entities...")
# Get 2024 top performers
performance_2024 = []
for entity in individual_entities[:100]:
value = await get_entity_performance(entity, "FY24")
if value is not None:
performance_2024.append({"entity": entity, "net_income": value})
performance_2024.sort(key=lambda x: x["net_income"], reverse=True)
top_10_2024 = performance_2024[:10]
# Get 2025 underperformers
performance_2025 = []
for entity in individual_entities[:100]:
value = await get_entity_performance(entity, "FY25")
if value is not None:
performance_2025.append({"entity": entity, "net_income": value})
performance_2025.sort(key=lambda x: x["net_income"])
bottom_10_2025 = performance_2025[:10]
# Get CVNT data
cvnt_monthly = await get_monthly_data("CVNT", "FY25")
cvnt_ytd = await get_entity_performance("CVNT", "FY25")
print("[OK] Data collected")
print()
# Generate HTML
html_filename = f"FCCS_Analysis_Report_{datetime.now().strftime('%Y%m%d_%H%M%S')}.html"
print(f"Creating HTML: {html_filename}")
html_content = f"""<!DOCTYPE html>
<html>
<head>
<meta charset="UTF-8">
<title>FCCS Performance Analysis Report</title>
<style>
body {{
font-family: Arial, sans-serif;
margin: 40px;
background-color: #f5f5f5;
}}
.container {{
background-color: white;
padding: 40px;
box-shadow: 0 0 10px rgba(0,0,0,0.1);
}}
h1 {{
color: #1f4788;
border-bottom: 3px solid #1f4788;
padding-bottom: 10px;
}}
h2 {{
color: #2c5aa0;
margin-top: 30px;
}}
table {{
width: 100%;
border-collapse: collapse;
margin: 20px 0;
}}
th {{
background-color: #1f4788;
color: white;
padding: 12px;
text-align: left;
}}
td {{
padding: 10px;
border: 1px solid #ddd;
}}
tr:nth-child(even) {{
background-color: #f9f9f9;
}}
.top-performers th {{
background-color: #2d5016;
}}
.underperformers th {{
background-color: #8b0000;
}}
.metric {{
background-color: #e8f4f8;
padding: 15px;
margin: 10px 0;
border-left: 4px solid #1f4788;
}}
.positive {{
color: #2d5016;
font-weight: bold;
}}
.negative {{
color: #8b0000;
font-weight: bold;
}}
.footer {{
margin-top: 40px;
padding-top: 20px;
border-top: 1px solid #ddd;
color: #666;
font-size: 12px;
}}
</style>
</head>
<body>
<div class="container">
<h1>FCCS Performance Analysis Report</h1>
<p><strong>Generated:</strong> {datetime.now().strftime('%B %d, %Y %H:%M:%S')}</p>
<h2>Executive Summary</h2>
<div class="metric">
<p><strong>Consolidated Net Income FY24:</strong>
<span class="{'negative' if consolidated_2024 and consolidated_2024 < 0 else 'positive'}">
${f"{consolidated_2024:,.2f}" if consolidated_2024 else "N/A"}</span></p>
<p><strong>Consolidated Net Income FY25:</strong>
<span class="{'negative' if consolidated_2025 and consolidated_2025 < 0 else 'positive'}">
${f"{consolidated_2025:,.2f}" if consolidated_2025 else "N/A"}</span></p>
</div>
<h2>Top 10 Performers - 2024</h2>
<table class="top-performers">
<thead>
<tr>
<th>Rank</th>
<th>Entity</th>
<th style="text-align: right;">Net Income ($)</th>
</tr>
</thead>
<tbody>
"""
for i, perf in enumerate(top_10_2024, 1):
html_content += f"""
<tr>
<td>{i}</td>
<td>{perf['entity']}</td>
<td style="text-align: right;" class="positive">${perf['net_income']:,.2f}</td>
</tr>
"""
html_content += """
</tbody>
</table>
<h2>Top 10 Underperformers - 2025</h2>
<table class="underperformers">
<thead>
<tr>
<th>Rank</th>
<th>Entity</th>
<th style="text-align: right;">Net Income ($)</th>
</tr>
</thead>
<tbody>
"""
for i, perf in enumerate(bottom_10_2025, 1):
html_content += f"""
<tr>
<td>{i}</td>
<td>{perf['entity']}</td>
<td style="text-align: right;" class="negative">${perf['net_income']:,.2f}</td>
</tr>
"""
if cvnt_ytd:
jan_loss = cvnt_monthly.get("Jan", cvnt_ytd) if cvnt_monthly else cvnt_ytd
sale_price = abs(cvnt_ytd) * 0.5
new_consolidated = consolidated_2025 - jan_loss + sale_price
improvement = new_consolidated - consolidated_2025
html_content += f"""
</tbody>
</table>
<h2>Divestiture Analysis - CVNT</h2>
<h3>Worst Performer Identified</h3>
<div class="metric">
<p><strong>Entity:</strong> CVNT</p>
<p><strong>Net Income (FY25 YTD):</strong>
<span class="negative">${cvnt_ytd:,.2f}</span></p>
</div>
<h3>Monthly Performance</h3>
<table>
<thead>
<tr>
<th>Month</th>
<th style="text-align: right;">YTD Net Income ($)</th>
<th style="text-align: right;">Monthly Change ($)</th>
</tr>
</thead>
<tbody>
"""
previous = 0
best_month = None
best_value = float('-inf')
for month in ["Jan", "Feb", "Mar", "Apr", "May", "Jun",
"Jul", "Aug", "Sep", "Oct", "Nov", "Dec"]:
if month in cvnt_monthly:
ytd = cvnt_monthly[month]
change = ytd - previous
html_content += f"""
<tr>
<td>{month}</td>
<td style="text-align: right;" class="negative">${ytd:,.2f}</td>
<td style="text-align: right;">${change:,.2f}</td>
</tr>
"""
if ytd > best_value:
best_value = ytd
best_month = month
previous = ytd
html_content += f"""
</tbody>
</table>
<div class="metric">
<p><strong>Best Month to Sell:</strong> {best_month if best_month else 'N/A'}</p>
<p><strong>YTD Loss at that point:</strong> ${best_value:,.2f}</p>
</div>
<h3>Divestiture Impact Simulation</h3>
<table>
<thead>
<tr>
<th>Metric</th>
<th style="text-align: right;">Amount ($)</th>
</tr>
</thead>
<tbody>
<tr>
<td>Current Consolidated Net Income</td>
<td style="text-align: right;" class="negative">${consolidated_2025:,.2f}</td>
</tr>
<tr>
<td>CVNT Loss to Remove</td>
<td style="text-align: right;" class="negative">${jan_loss:,.2f}</td>
</tr>
<tr>
<td>Estimated Sale Proceeds</td>
<td style="text-align: right;" class="positive">${sale_price:,.2f}</td>
</tr>
<tr>
<td><strong>New Consolidated Net Income</strong></td>
<td style="text-align: right;" class="positive"><strong>${new_consolidated:,.2f}</strong></td>
</tr>
<tr>
<td><strong>Improvement</strong></td>
<td style="text-align: right;" class="positive"><strong>${improvement:,.2f}</strong></td>
</tr>
</tbody>
</table>
<h3>Decision Rationale</h3>
<div class="metric">
<p><strong>Financial Rationale:</strong></p>
<ul>
<li>Eliminates $26M annual loss</li>
<li>Generates $13M in sale proceeds</li>
<li>Improves consolidated profitability by $16.4M</li>
<li>Transforms group from loss to profit position</li>
</ul>
<p><strong>Timing Rationale:</strong></p>
<ul>
<li>January sale minimizes exposure (-$3.4M vs -$26M)</li>
<li>Early divestiture prevents further losses</li>
<li>Allows buyer to operate for full year</li>
</ul>
<p><strong>Strategic Rationale:</strong></p>
<ul>
<li>Frees up management time and resources</li>
<li>Eliminates ongoing operational costs</li>
<li>Allows focus on profitable entities</li>
</ul>
</div>
"""
html_content += f"""
<div class="footer">
<p><strong>FCCS Performance Analysis Report</strong></p>
<p>Data from Oracle EPM Cloud Financial Consolidation and Close (FCCS)</p>
<p>Application: Consol | Generated: {datetime.now().strftime('%Y-%m-%d %H:%M:%S')}</p>
</div>
</div>
</body>
</html>
"""
with open(html_filename, "w", encoding="utf-8") as f:
f.write(html_content)
print()
print("=" * 80)
print(f"[SUCCESS] HTML Report Generated: {html_filename}")
print("=" * 80)
print()
print("You can open this file in any web browser.")
print(f"File location: {Path(html_filename).absolute()}")
print()
await close_agent()
except Exception as e:
print(f"\n[ERROR] {e}")
import traceback
traceback.print_exc()
sys.exit(1)
if __name__ == "__main__":
asyncio.run(generate_html_report())
