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"""
Simplified financial agent focused only on generating financial statements
"""
from typing import Dict, Any, Optional
import logging
from .base_config import FinRyverAgentConfig, create_agent_executor
from .simple_tools import FINANCIAL_TOOLS
logger = logging.getLogger(__name__)
class FinancialStatementAgent:
"""
Simple agent that generates: Notes, Balance Sheet, P&L, Cash Flow
"""
def __init__(self, config: Optional[FinRyverAgentConfig] = None):
self.config = config or FinRyverAgentConfig()
self.llm = self.config.get_llm()
# Create agent with financial statement tools
self.agent_executor = create_agent_executor(
role="Financial Statement Generator",
goal="Generate financial statements (notes, balance sheet, P&L, cash flow) from trial balance data",
tools=FINANCIAL_TOOLS,
context="You generate financial statements from trial balance files. Available outputs: Notes, Balance Sheet, P&L Statement, Cash Flow Statement.",
llm=self.llm
)
async def generate_specific_statement(self, file_path: str, statement_type: str, note_numbers: str) -> Dict[str, Any]:
"""Generate a specific financial statement"""
try:
prompts = {
"notes": f"Generate financial notes for note numbers {note_numbers} from {file_path}",
"notes-llm": f"Generate financial notes using LLM for note numbers {note_numbers} from {file_path}",
"balance_sheet": f"Generate balance sheet from {file_path} using note numbers {note_numbers}",
"pnl": f"Generate P&L statement from {file_path} using note numbers {note_numbers}",
"cash_flow": f"Generate cash flow statement from {file_path} using note numbers {note_numbers}"
}
prompt = prompts.get(statement_type, prompts["notes"])
result = await self.agent_executor.ainvoke({"input": prompt})
return {"status": "success", "result": result["output"]}
except Exception as e:
logger.error(f"Error generating {statement_type}: {e}")
return {"status": "error", "error": str(e)}
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