"""Get FCCS_Net Income for Entity for FY25 YTD and summarize variances vs FY24."""
import asyncio
import sys
from pathlib import Path
from typing import Optional
# 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
async def get_ytd_net_income(entity_name: str, year: str) -> Optional[float]:
"""Get YTD Net Income for an entity (using Dec period for YTD cumulative)."""
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 as e:
print(f" [ERROR] Failed to retrieve {year} data: {str(e)}")
return None
async def analyze_net_income_variance(entity_name: str = "FCCS_Total Geography"):
"""Get Net Income for FY25 YTD and summarize variances vs FY24."""
print("=" * 80)
print(f"NET INCOME VARIANCE ANALYSIS - {entity_name}")
print("=" * 80)
print()
try:
config = load_config()
await initialize_agent(config)
print("[OK] Connected to FCCS")
print()
# Get FY25 YTD
print(f"Retrieving FY25 YTD Net Income for {entity_name}...")
fy25_value = await get_ytd_net_income(entity_name, "FY25")
if fy25_value is not None:
print(f" FY25 YTD (Dec): ${fy25_value:,.2f}")
else:
print(f" FY25 YTD: No data available")
print()
# Get FY24 YTD
print(f"Retrieving FY24 YTD Net Income for {entity_name}...")
fy24_value = await get_ytd_net_income(entity_name, "FY24")
if fy24_value is not None:
print(f" FY24 YTD (Dec): ${fy24_value:,.2f}")
else:
print(f" FY24 YTD: No data available")
print()
# Calculate and summarize variances
print("=" * 80)
print("VARIANCE SUMMARY")
print("=" * 80)
print()
if fy25_value is not None and fy24_value is not None:
# Absolute variance
variance_absolute = fy25_value - fy24_value
# 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)
# Determine direction
direction = "INCREASE" if variance_absolute > 0 else "DECREASE" if variance_absolute < 0 else "NO CHANGE"
print(f"FY25 YTD Net Income: ${fy25_value:>20,.2f}")
print(f"FY24 YTD Net Income: ${fy24_value:>20,.2f}")
print("-" * 80)
print(f"Absolute Variance: ${variance_absolute:>20,.2f} ({direction})")
print(f"Percentage Variance: {variance_percent:>20.2f}%")
print()
# Summary insights
print("KEY INSIGHTS:")
print("-" * 80)
if abs(variance_percent) < 1:
print(f" • Minimal change: Net Income is relatively stable year-over-year")
elif variance_percent > 10:
print(f" • Significant improvement: Net Income increased by {abs(variance_percent):.1f}%")
elif variance_percent < -10:
print(f" • Significant decline: Net Income decreased by {abs(variance_percent):.1f}%")
elif variance_percent > 0:
print(f" • Moderate improvement: Net Income increased by {abs(variance_percent):.1f}%")
else:
print(f" • Moderate decline: Net Income decreased by {abs(variance_percent):.1f}%")
if variance_absolute > 0:
print(f" • FY25 performance is ${abs(variance_absolute):,.2f} better than FY24")
elif variance_absolute < 0:
print(f" • FY25 performance is ${abs(variance_absolute):,.2f} worse than FY24")
else:
print(f" • FY25 performance matches FY24 exactly")
elif fy25_value is not None and fy24_value is None:
print(f"FY25 YTD Net Income: ${fy25_value:>20,.2f}")
print(f"FY24 YTD Net Income: {'No data available':>20s}")
print()
print("NOTE: Cannot calculate variance - FY24 data is not available")
elif fy25_value is None and fy24_value is not None:
print(f"FY25 YTD Net Income: {'No data available':>20s}")
print(f"FY24 YTD Net Income: ${fy24_value:>20,.2f}")
print()
print("NOTE: Cannot calculate variance - FY25 data is not available")
else:
print("ERROR: No data available for either FY25 or FY24")
print("Please verify:")
print(" • Entity name is correct")
print(" • Data has been loaded for both years")
print(" • Account 'FCCS_Net Income' exists and has data")
print()
print("=" * 80)
except Exception as e:
print(f"[ERROR] {str(e)}")
import traceback
traceback.print_exc()
finally:
await close_agent()
if __name__ == "__main__":
# Accept entity name as command-line argument, or use default
entity_name = sys.argv[1] if len(sys.argv) > 1 else "FCCS_Total Geography"
asyncio.run(analyze_net_income_variance(entity_name))
