Sunwise

Create a proposal, creating or reusing a contact and project by ID. Provide `zip_code` for a new or unconfigured project without consumption data. Missing configuration is prepared from that ZIP; existing consumptions are preserved. Use `create_proposal` for an already-configured project when only a proposal is needed. The chain is not atomic: if a later step fails, earlier records remain. Check for and reuse those records before retrying to avoid duplicates. Returns the created proposal.

Create a new report for a given project and a specific historical record. This tool allows you to generate a new report associated with a specified project and historical data record on the Sunwise platform. Args: history_id (str): you should provide the ID of the historical record to base the report on. This can be retrieved from the "get_historical_electrical_bills" tool. report_name (str): The name to assign to the new report. project_id (UUID): The unique identifier of the project to associate with the report. Returns: An object containing: - id: Unique identifier of the created report. - name: Name of the report. - commercial_offer: Commercial offer details associated with the report. - project_id: The unique identifier of the associated project. - interactive_data: Public URL or data for interacting with the report (if available).

Registers a 12-digit CFE service number as an RPU in LISA and, when `fetch_periods` is true (the default), starts an asynchronous task that logs into CFE and downloads up to `max_periods` billing periods. Each downloaded period is billed to the account as a LISA `credits_period`; calling again starts another download and bills again. Returns the task handle — its progress is readable with get_lisa_task_logs.

Permanently delete one of the user's uploaded files from their Sunwise file storage. Also available as the trash button next to each file in the `file_manager` widget. Args: file_name: Name of an uploaded file, exactly as returned by `list_files` (required). Notes: - The file is removed from storage and cannot be recovered; confirm the name with the user before calling. - Deleting a file does not affect projects, proposals or consumptions already created from it. - A name that is not stored deletes nothing and returns `deleted: false`. Returns: `deleted`, the file name, and the caller's remaining files.

Creates a WISE extraction project from CFE documents previously uploaded through the file_manager widget and starts extracting them. Extraction is real, metered work billed to the account, and processing is asynchronous: the returned project lists the documents, whose results become readable with get_wise_document_extraction once processed. Calling again with the same files creates another project and bills the extraction again. `file_names` are names exactly as returned by list_files.

Open the file upload widget so the user can drag and drop CFE bills (PDF or XML) and send them to their Sunwise file storage. The files never enter the conversation; use them afterwards with `create_projects_from_uploaded_files` or `list_files`. Notes: - Opening the widget changes nothing; uploads only happen when the user drops files and confirms. - Each listed file has a trash button that deletes it from storage permanently. - Files are deleted automatically after 7 days.

Returns the CENACE grid nodes that most likely serve a solar project's installation site in Mexico, resolved from the site's coordinates against CFE's medium-voltage network data. Each result includes the node code (`clave`), its name, electrical system and location. Several candidate nodes are normally returned, ordered by likelihood, and the list is empty when no node matches the coordinates. The coordinates identify a project site, not a person; supplying `state` narrows the search and avoids a geocoding step.

Generates (renders) a proposal that was created as a draft — the final step after configuring panels, inverters, batteries and pricing. This LOCKS the proposal: once generated it can no longer be edited, so every change must be made before calling this. Ask the user to confirm before generating. Calling it on an already generated proposal re-renders it. `template_id` is optional — the proposal's own template is used when it has one, otherwise the project's.

Retrieve details of a specific active report by its UUID.

Retrieve the authenticated user's active reports. Each report carries its id, name, associated project and contact, and a public URL where the report can be viewed or shared. Returns an empty list when the user has none.

Retrieve a contact by its UUID identifier.

Retrieve a contact's projects. Each project carries its id, name, a normalized `status_flag` (`active` or `inactive`) and, when one exists, a summary of its favorite commercial offer (`comercial_offer`: name, total, currency, system_size, annual_saving, interactive_link, created_at, has_financing); `comercial_offer` is null when the project has no favorite proposal. `status_flag` filters by status; when omitted, all non-deleted projects are returned.

Returns the current critical hours for one Mexican electrical system (SIN, BCA or BCS) together with its MBP bonus value. Critical hours are the intervals CENACE designates for capacity charges.

Retrieve the commercial proposal marked as favorite for a project. When the project has no favorite proposal, the response indicates so instead of returning one.

Retrieve the financing options available for a proposal: the financiers and their products, with the terms each product offers. Available products differ by the applicant's business entity type (`business_type`). Accepted values for business_type param: - "person_company": A company associated with an individual (moral person with a named representative). - "company": A standalone corporate entity. - "physical_person": An individual person.

Retrieve all usable historical electrical bills for a specific project. Returns a list of bill records each containing a history_id. If the list is empty, stop immediately and tell the user the project has no bills and a report cannot be created until bills are uploaded in Sunwise. Do not retry.

Returns the execution log of one LISA task — the download jobs started by create_rpu or sync_rpu — showing its progress and outcome. `task_id` is the handle those tools return. Each call is a metered request, so polling should be spaced out.

Returns the account's After Sales monitoring KPIs: cumulative and current/previous-month generated energy (kWh) with the number of reporting projects, plus counts of active, alerted, inactive and unmonitored projects.

Returns the stored offer details of one proposal: totals, pricing and configuration, consumption and savings figures, and the related project and contact references, as Sunwise returns them.

Returns a CENACE node's PML (Precio Marginal Local) electricity prices for a date range, aggregated into one row per calendar month with the average, minimum and maximum price and the number of hourly records behind each row. Prices are in MXN per kWh. `node` is a CENACE node code such as '01SCD-230' and `system` is the node's own electrical system. Results are aggregated because a single year covers about 8,760 hourly records. CENACE publishes with a seven-day delay, so the range is capped at seven days before today and a range ending later than that returns fewer days than requested.

Retrieve detailed information about a specific proposal plan by its UUID identifier. It returns comprehensive details about the preset.

Retrieve all active proposal plans for the authenticated user's company. It returns a list with UUIDs, names and basic information about each preset.

Returns the products currently applied to one proposal — panels, inverters, batteries, accessories, structures, workforce, additionals and taxes — each with its quantity, cost, margin, discount and final price.

Retrieves a specific project by its ID. Returns a single `Project` object containing key details of the project, including its ID, name, associated contact, and metadata, or `None` if the project is not found.

Returns a project's stored electricity consumption record: the rate, service data and consumption periods Sunwise holds for it. This is the consumption that proposals for the project are calculated from.

Returns one page of the company's project funnel (pipeline): each row carries the project, its stage, contact and key figures. `status` filters by stage and `project_name` by name; results are paginated.

Returns one row per day of a monitored project's telemetry over a date range: generated vs estimated energy (kWh), total/grid/self consumption when the installation reports them, average battery state of charge when present, and how many 5-minute intervals the day had and how many were missing. The range covers at most 92 days. Values are daily aggregates of 5-minute readings; the raw series is available on the REST endpoint, not through this tool.

Retrieve a list of project summaries for the authenticated user. Each summary includes the summary name, associated contact, an interactive summary URL, and a list of related projects.

Retrieve a single project summary by its UUID for the authenticated user. The summary includes the summary name, associated contact, an interactive summary URL, and a list of related projects.

Retrieve a proposal associated with a given proposal UUID.

Retrieve the financing information of a proposal that has an active financing plan applied, together with the commercial offer data it belongs to.

Reads the battery storage (BESS) configuration of a proposal: the batteries on the offer, the storage plan (daily capacity, backup days) and the time-shifting settings. Call this before configure_proposal_storage to see the current values.

Retrieve the authenticated user's proposal summaries. Each summary carries its id, name, associated project and contact, the proposals it consolidates (`linked_proposals`) and a public interactive URL (`interactive_data`). Returns an empty list when the user has none.

Retrieve one proposal summary by its UUID, with its associated project and contact, `linked_proposals`, and its public interactive URL (`interactive_data`).

Retrieve all proposals associated with the authenticated user's company.

Retrieve all proposals associated with a given project UUID.

Retrieve the authenticated user's three most recent projects across all contacts, ordered from most to least recent.

Returns the RPUs (CFE service records) registered in LISA for one 12-digit CFE service number, each with its id, rate and service data. Returns an empty list when the account has no RPU for that number.

Returns the structured CFE data WISE extracted from one processed document: service number, rate, billing periods and consumption figures. `document_id` comes from the documents listed in a WISE project. A document still being processed returns an error stating it is not processed yet.

Returns one WISE extraction project with its documents and their processing status.