runbooks 0.9.2__py3-none-any.whl → 0.9.5__py3-none-any.whl

runbooks/finops/helpers.py

@@ -30,6 +30,188 @@ console = Console()
 
 styles = getSampleStyleSheet()
 
+
+# NOTEBOOK UTILITY FUNCTIONS - Added for clean notebook consumption
+def format_currency(amount) -> str:
+    """
+    Format currency for business display in notebooks.
+    
+    Args:
+        amount: Numeric amount to format
+        
+    Returns:
+        Formatted currency string
+    """
+    try:
+        if isinstance(amount, (int, float)) and amount > 0:
+            return f"${amount:,.2f}"
+        elif amount == 0:
+            return "$0.00"
+        else:
+            return str(amount)
+    except (TypeError, ValueError):
+        return str(amount)
+
+
+def create_business_summary_table(scenarios: Dict[str, Any], rich_console: Optional[Console] = None) -> str:
+    """
+    Create a business-friendly summary table for notebook display.
+    
+    Args:
+        scenarios: Dictionary of business scenarios
+        rich_console: Optional Rich console for enhanced formatting
+        
+    Returns:
+        Formatted table string suitable for notebook display
+    """
+    output = []
+    
+    # Header
+    output.append("Business Case Summary")
+    output.append("=" * 60)
+    output.append(f"{'Scenario':<25} | {'Annual Savings':<15} | {'Status':<15}")
+    output.append("-" * 60)
+    
+    # Process scenarios
+    for key, scenario in scenarios.items():
+        if key == 'metadata':
+            continue
+            
+        # Extract scenario info
+        title = scenario.get('title', scenario.get('description', key))[:24]
+        
+        # Format savings
+        if 'actual_savings' in scenario:
+            savings = format_currency(scenario['actual_savings'])
+        elif 'savings_range' in scenario:
+            range_data = scenario['savings_range']
+            savings = f"{format_currency(range_data['min'])}-{format_currency(range_data['max'])}"
+        else:
+            savings = "Under investigation"
+        
+        # Status
+        status = scenario.get('status', 'Analysis ready')[:14]
+        
+        output.append(f"{title:<25} | {savings:<15} | {status:<15}")
+    
+    # Footer
+    if 'metadata' in scenarios:
+        output.append("-" * 60)
+        output.append(f"Generated: {scenarios['metadata'].get('generated_at', 'Unknown')}")
+        output.append(f"Source: {scenarios['metadata'].get('data_source', 'Unknown')}")
+    
+    return "\n".join(output)
+
+
+def export_scenarios_to_notebook_html(scenarios: Dict[str, Any], title: str = "FinOps Analysis") -> str:
+    """
+    Export scenarios as HTML suitable for Jupyter notebook display.
+    
+    Args:
+        scenarios: Dictionary of business scenarios
+        title: HTML document title
+        
+    Returns:
+        HTML string for notebook display
+    """
+    html = []
+    
+    # HTML header
+    html.append(f"""
+    <div style="font-family: Arial, sans-serif; margin: 20px;">
+    <h2 style="color: #2c5aa0;">{title}</h2>
+    """)
+    
+    # Process scenarios
+    for key, scenario in scenarios.items():
+        if key == 'metadata':
+            continue
+            
+        title_text = scenario.get('title', scenario.get('description', key))
+        
+        html.append(f'<div style="border: 1px solid #ddd; margin: 10px 0; padding: 15px; border-radius: 5px;">')
+        html.append(f'<h3 style="color: #1f4788; margin-top: 0;">{title_text}</h3>')
+        
+        # Savings information
+        if 'actual_savings' in scenario:
+            savings = format_currency(scenario['actual_savings'])
+            html.append(f'<p><strong>💰 Annual Savings:</strong> {savings}</p>')
+        elif 'savings_range' in scenario:
+            range_data = scenario['savings_range']
+            min_savings = format_currency(range_data['min'])
+            max_savings = format_currency(range_data['max'])
+            html.append(f'<p><strong>💰 Annual Savings:</strong> {min_savings} - {max_savings}</p>')
+        else:
+            html.append('<p><strong>💰 Annual Savings:</strong> Under investigation</p>')
+        
+        # Implementation details
+        if 'implementation_time' in scenario:
+            html.append(f'<p><strong>⏱️ Implementation:</strong> {scenario["implementation_time"]}</p>')
+        
+        if 'risk_level' in scenario:
+            html.append(f'<p><strong>🛡️ Risk Level:</strong> {scenario["risk_level"]}</p>')
+        
+        html.append('</div>')
+    
+    # Metadata footer
+    if 'metadata' in scenarios:
+        metadata = scenarios['metadata']
+        html.append('<div style="margin-top: 20px; padding: 10px; background-color: #f8f9fa; border-radius: 5px;">')
+        html.append(f'<small><strong>Data Source:</strong> {metadata.get("data_source", "Unknown")}<br>')
+        html.append(f'<strong>Generated:</strong> {metadata.get("generated_at", "Unknown")}</small>')
+        html.append('</div>')
+    
+    html.append('</div>')
+    
+    return ''.join(html)
+
+
+def create_roi_analysis_table(business_cases: List[Dict[str, Any]]) -> str:
+    """
+    Create ROI analysis table for business decision making.
+    
+    Args:
+        business_cases: List of business case dictionaries
+        
+    Returns:
+        Formatted ROI analysis table
+    """
+    output = []
+    
+    # Header
+    output.append("ROI Analysis Summary")
+    output.append("=" * 80)
+    output.append(f"{'Business Case':<25} | {'Annual Savings':<12} | {'ROI %':<8} | {'Risk':<8} | {'Payback':<10}")
+    output.append("-" * 80)
+    
+    total_savings = 0
+    
+    # Process business cases
+    for case in business_cases:
+        title = case.get('title', 'Unknown Case')[:24]
+        
+        # Extract financial metrics
+        savings = case.get('annual_savings', case.get('actual_savings', 0))
+        roi = case.get('roi_percentage', 0)
+        risk = case.get('risk_level', 'Medium')[:7]
+        payback = case.get('payback_months', 0)
+        
+        # Format values
+        savings_str = format_currency(savings)[:11]
+        roi_str = f"{roi:.0f}%" if roi < 9999 else ">999%"
+        payback_str = f"{payback:.1f}mo" if payback > 0 else "Immediate"
+        
+        output.append(f"{title:<25} | {savings_str:<12} | {roi_str:<8} | {risk:<8} | {payback_str:<10}")
+        
+        if isinstance(savings, (int, float)):
+            total_savings += savings
+    
+    # Summary
+    output.append("-" * 80)
+    output.append(f"{'TOTAL PORTFOLIO':<25} | {format_currency(total_savings):<12} | {'N/A':<8} | {'Mixed':<8} | {'Varies':<10}")
+    
+    return "\n".join(output)
+
 # Custom style for the footer
 audit_footer_style = ParagraphStyle(
     name="AuditFooter",

runbooks/finops/multi_dashboard.py

@@ -68,12 +68,12 @@ from .cost_processor import (
     get_cost_data,
     process_service_costs,
 )
-from .dashboard_runner import (
-    _create_cost_session,
-    _create_management_session,
-    _create_operational_session,
-    _initialize_profiles,
+from runbooks.common.profile_utils import (
+    create_cost_session,
+    create_management_session,
+    create_operational_session,
 )
+from .dashboard_runner import _initialize_profiles
 from .enhanced_progress import track_multi_account_analysis
 from .helpers import export_cost_dashboard_to_pdf
 from .service_mapping import get_service_display_name
@@ -564,8 +564,8 @@ class MultiAccountDashboard:
                 display_profile = profile
 
             # Initialize sessions using base profile
-            cost_session = _create_cost_session(base_profile)
-            mgmt_session = _create_management_session(base_profile)
+            cost_session = create_cost_session(base_profile)
+            mgmt_session = create_management_session(base_profile)
 
             # SRE FIX: Get account ID - use target account for Organizations API or session account
             if target_account_id:
@@ -1244,15 +1244,24 @@ class MultiAccountDashboard:
 
         top_org_services = sorted(all_services.items(), key=lambda x: x[1], reverse=True)[:5]
 
-        # Create summary panel
-        overall_trend = ((total_spend - total_last_month) / total_last_month * 100) if total_last_month > 0 else 0
-        trend_icon = "⬆" if overall_trend > 0 else "⬇" if overall_trend < 0 else "➡"
+        # Create summary panel with enhanced trend analysis
+        from .cost_processor import calculate_trend_with_context
+        
+        # For multi-account analysis, we generally have full month data, but check for consistency
+        overall_trend_display = calculate_trend_with_context(total_spend, total_last_month)
+        
+        # Extract trend direction for icon (maintaining existing functionality)
+        if total_last_month > 0:
+            overall_trend_pct = ((total_spend - total_last_month) / total_last_month * 100)
+            trend_icon = "⬆" if overall_trend_pct > 0 else "⬇" if overall_trend_pct < 0 else "➡"
+        else:
+            trend_icon = "➡"
 
         summary_text = f"""
 [highlight]Organization Summary[/]
 • Total Accounts: {len(accounts)}
 • Total Monthly Spend: {format_cost(total_spend)}
-• Overall Trend: {trend_icon} {abs(overall_trend):.1f}%
+• Overall Trend: {overall_trend_display}
 • Budget Alerts: {over_budget_count} over budget, {warning_count} warnings
 
 [highlight]Top Organization Services[/]
@@ -1426,9 +1435,15 @@ class MultiAccountDashboard:
                     f"| {account_display_escaped} | ${last:.0f} | ${current:.0f} | {services_text_escaped} | {budget_clean_escaped} | {optimization_escaped} |"
                 )
 
-            # Add summary section
-            overall_trend = ((total_current - total_last) / total_last * 100) if total_last > 0 else 0
-            trend_direction = "↗️" if overall_trend > 0 else "↘️" if overall_trend < 0 else "➡️"
+            # Add summary section with enhanced trend analysis
+            overall_trend_display = calculate_trend_with_context(total_current, total_last)
+            
+            # Extract trend direction for emoji (maintaining existing markdown export format)
+            if total_last > 0:
+                overall_trend_pct = ((total_current - total_last) / total_last * 100)
+                trend_direction = "↗️" if overall_trend_pct > 0 else "↘️" if overall_trend_pct < 0 else "➡️"
+            else:
+                trend_direction = "➡️"
 
             lines.append("")
             lines.append("## Organization Summary")
@@ -1436,7 +1451,7 @@ class MultiAccountDashboard:
             lines.append(f"- **Total Accounts Analyzed**: {len(accounts)}")
             lines.append(f"- **Total Current Month**: ${total_current:,.2f}")
             lines.append(f"- **Total Last Month**: ${total_last:,.2f}")
-            lines.append(f"- **Overall Trend**: {trend_direction} {abs(overall_trend):.1f}%")
+            lines.append(f"- **Overall Trend**: {overall_trend_display}")
             lines.append(f"- **Analysis Performance**: {execution_time:.1f}s execution")
             lines.append("")