generate_report_script
Create Python script templates for custom FCCS reporting to query financial data by accounts, entities, periods, years, and scenarios, generating HTML, PDF, or CSV outputs.
Instructions
Generate a Python script template for custom FCCS reporting / Gerar script Python para relatorio customizado
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| script_name | Yes | Name of the script file (without .py extension) | |
| report_type | No | Type of report (default: HTML) | |
| description | No | Description of what the report does | |
| accounts | No | List of account names to query | |
| entities | No | List of entity names to query | |
| periods | No | List of periods to query (e.g., ['Jan', 'Feb', 'Dec']) | |
| years | No | List of years to query (e.g., ['FY24', 'FY25']) | |
| scenarios | No | List of scenarios to query (e.g., ['Actual', 'Budget']) |
Implementation Reference
- fccs_agent/tools/reports.py:76-110 (handler)Async handler function registered for the tool, which delegates to the script generator function.
async def generate_report_script( script_name: str, report_type: str = "HTML", description: str = "Custom FCCS report", accounts: Optional[list[str]] = None, entities: Optional[list[str]] = None, periods: Optional[list[str]] = None, years: Optional[list[str]] = None, scenarios: Optional[list[str]] = None ) -> dict[str, Any]: """Generate a Python script template for custom FCCS reporting / Gerar script Python para relatorio customizado. Args: script_name: Name of the script file (without .py extension). report_type: Type of report - HTML, PDF, or CSV (default: HTML). description: Description of what the report does. accounts: List of account names to query. entities: List of entity names to query. periods: List of periods to query (e.g., ['Jan', 'Feb', 'Dec']). years: List of years to query (e.g., ['FY24', 'FY25']). scenarios: List of scenarios to query (e.g., ['Actual', 'Budget']). Returns: dict: Path to generated script and summary. """ return _generate_report_script( script_name=script_name, report_type=report_type, description=description, accounts=accounts, entities=entities, periods=periods, years=years, scenarios=scenarios ) - Core implementation that generates a complete Python script template for running FCCS reports, including data collection, HTML generation, etc.
def generate_report_script( script_name: str, report_type: str = "HTML", description: str = "Custom FCCS report", accounts: Optional[list[str]] = None, entities: Optional[list[str]] = None, periods: Optional[list[str]] = None, years: Optional[list[str]] = None, scenarios: Optional[list[str]] = None ) -> dict[str, Any]: """Generate a Python script template for custom FCCS reporting. Args: script_name: Name of the script file (without .py extension). report_type: Type of report - HTML, PDF, or CSV (default: HTML). description: Description of what the report does. accounts: List of account names to query. entities: List of entity names to query. periods: List of periods to query (e.g., ['Jan', 'Feb', 'Dec']). years: List of years to query (e.g., ['FY24', 'FY25']). scenarios: List of scenarios to query (e.g., ['Actual', 'Budget']). Returns: dict: Path to generated script and summary. """ try: # Ensure script name ends with .py if not script_name.endswith('.py'): script_name = f"{script_name}.py" # Default values accounts = accounts or ["FCCS_Net Income"] entities = entities or ["FCCS_Total Geography"] periods = periods or ["Dec"] years = years or ["FY25"] scenarios = scenarios or ["Actual"] script_base_name = script_name.replace('.py', '') # Build script content using string concatenation to avoid f-string nesting issues script_lines = [ f'"""Generate {description}."""', '', 'import asyncio', 'import sys', 'from pathlib import Path', 'from datetime import datetime', 'from typing import Optional, Dict, List', '', '# 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_account_value(', ' account: str,', ' entity: str,', ' period: str,', ' year: str,', ' scenario: str = "Actual"', ') -> Optional[float]:', ' """Get account value for specific dimensions."""', ' try:', ' result = await smart_retrieve(', ' account=account,', ' entity=entity,', ' period=period,', ' years=year,', ' scenario=scenario', ' )', ' 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 get {account} for {entity}: {e}")', ' return None', '', '', 'async def collect_data() -> Dict:', ' """Collect data for the report."""', ' print("Collecting data...")', ' data = {}', ' ', f' accounts = {repr(accounts)}', f' entities = {repr(entities)}', f' periods = {repr(periods)}', f' years = {repr(years)}', f' scenarios = {repr(scenarios)}', ' ', ' for account in accounts:', ' for entity in entities:', ' for period in periods:', ' for year in years:', ' for scenario in scenarios:', ' key = f"{account}|{entity}|{period}|{year}|{scenario}"', ' value = await get_account_value(account, entity, period, year, scenario)', ' data[key] = {', ' "account": account,', ' "entity": entity,', ' "period": period,', ' "year": year,', ' "scenario": scenario,', ' "value": value', ' }', ' if value is not None:', ' print(f"[OK] {account} - {entity} - {period} {year} ({scenario}): ${value:,.2f}")', ' ', ' return data', '', '', 'def generate_html_report(data: Dict) -> str:', ' """Generate HTML report."""', ' timestamp = datetime.now().strftime(\'%Y%m%d_%H%M%S\')', f' filename = f"{script_base_name}_{{timestamp}}.html"', ' ', ' # Build HTML content', ' html_parts = ["""<!DOCTYPE html>', '<html>', '<head>', ' <meta charset="UTF-8">', f' <title>{description}</title>', ' <style>', ' body { font-family: Arial, sans-serif; margin: 40px; background-color: #f5f5f5; }', ' .container { background-color: white; padding: 40px; box-shadow: 0 0 10px rgba(0,0,0,0.1); }', ' h1 { color: #1f4788; border-bottom: 3px solid #1f4788; padding-bottom: 10px; }', ' h2 { color: #2c5aa0; margin-top: 30px; }', ' table { width: 100%; border-collapse: collapse; margin: 20px 0; }', ' th { background-color: #1f4788; color: white; padding: 12px; text-align: left; }', ' td { padding: 10px; border: 1px solid #ddd; }', ' tr:nth-child(even) { background-color: #f9f9f9; }', ' .positive { color: #2d5016; font-weight: bold; }', ' .negative { color: #8b0000; font-weight: bold; }', ' .footer { margin-top: 40px; padding-top: 20px; border-top: 1px solid #ddd; color: #666; font-size: 12px; }', ' </style>', '</head>', '<body>', ' <div class="container">', f' <h1>{description}</h1>', ' <p><strong>Generated:</strong> {datetime.now().strftime(\'%B %d, %Y %H:%M:%S\')}</p>', ' <h2>Report Data</h2>', ' <table>', ' <thead>', ' <tr>', ' <th>Account</th>', ' <th>Entity</th>', ' <th>Period</th>', ' <th>Year</th>', ' <th>Scenario</th>', ' <th style="text-align: right;">Value ($)</th>', ' </tr>', ' </thead>', ' <tbody>', '"""]', ' ', ' # Add data rows', ' for key, item in data.items():', ' value = item.get("value")', ' value_class = "positive" if value and value >= 0 else "negative"', ' value_display = f"${value:,.2f}" if value is not None else "N/A"', ' html_parts.append(f"""', ' <tr>', ' <td>{item[\'account\']}</td>', ' <td>{item[\'entity\']}</td>', ' <td>{item[\'period\']}</td>', ' <td>{item[\'year\']}</td>', ' <td>{item[\'scenario\']}</td>', ' <td style="text-align: right;" class="{value_class}">{value_display}</td>', ' </tr>', '""")', ' ', ' html_parts.append("""', ' </tbody>', ' </table>', ' <div class="footer">', ' <p><strong>FCCS Custom Report</strong></p>', ' <p>Data from Oracle EPM Cloud Financial Consolidation and Close (FCCS)</p>', ' <p>Generated: {datetime.now().strftime(\'%Y-%m-%d %H:%M:%S\')}</p>', ' </div>', ' </div>', '</body>', '</html>', '""")', ' ', ' html_content = "".join(html_parts)', ' ', ' # Save file', ' filepath = Path(filename)', ' with open(filepath, "w", encoding="utf-8") as f:', ' f.write(html_content)', ' ', ' return str(filepath.absolute())', '', '', 'async def generate_report():', ' """Main function to generate the report."""', ' print("=" * 80)', f' print("GENERATING {description.upper()}")', ' print("=" * 80)', ' print()', ' ', ' try:', ' config = load_config()', ' await initialize_agent(config)', ' print("[OK] Connected to FCCS")', ' print()', ' ', ' # Collect data', ' data = await collect_data()', ' print()', ' print(f"[OK] Collected {len(data)} data points")', ' print()', ' ', ' # Generate report', ' print("Generating report...")', ' report_path = generate_html_report(data)', ' ', ' print()', ' print("=" * 80)', ' print(f"[SUCCESS] Report generated: {report_path}")', ' print("=" * 80)', ' 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_report())', '' ] script_content = '\n'.join(script_lines) # Save script to scripts directory scripts_dir = Path("scripts") scripts_dir.mkdir(exist_ok=True) script_path = scripts_dir / script_name with open(script_path, "w", encoding="utf-8") as f: f.write(script_content) return { "status": "success", "data": { "script_path": str(script_path.absolute()), "filename": script_name, "message": "Python script template generated successfully", "note": f"Script saved to {script_path}. Run with: python {script_path}" } } except Exception as e: return { "status": "error", "error": f"Failed to generate script: {str(e)}" } - fccs_agent/tools/reports.py:178-224 (schema)Input schema definition for the tool in TOOL_DEFINITIONS.
"name": "generate_report_script", "description": "Generate a Python script template for custom FCCS reporting / Gerar script Python para relatorio customizado", "inputSchema": { "type": "object", "properties": { "script_name": { "type": "string", "description": "Name of the script file (without .py extension)", }, "report_type": { "type": "string", "enum": ["HTML", "PDF", "CSV"], "description": "Type of report (default: HTML)", }, "description": { "type": "string", "description": "Description of what the report does", }, "accounts": { "type": "array", "items": {"type": "string"}, "description": "List of account names to query", }, "entities": { "type": "array", "items": {"type": "string"}, "description": "List of entity names to query", }, "periods": { "type": "array", "items": {"type": "string"}, "description": "List of periods to query (e.g., ['Jan', 'Feb', 'Dec'])", }, "years": { "type": "array", "items": {"type": "string"}, "description": "List of years to query (e.g., ['FY24', 'FY25'])", }, "scenarios": { "type": "array", "items": {"type": "string"}, "description": "List of scenarios to query (e.g., ['Actual', 'Budget'])", }, }, "required": ["script_name"], }, }, - fccs_agent/agent.py:168-168 (registration)Tool handler registration in the central TOOL_HANDLERS dictionary.
"generate_report_script": reports.generate_report_script,