aws-monthly-costs 0.2.0

Retrieves AWS Monthly Costs

aws-monthly-costs

A Python CLI tool to retrieve and report AWS monthly costs across accounts, business units, and services using AWS Cost Explorer API.

🚨 Recent Breaking Changes (v0.1.0+)

If you're upgrading from an earlier version (pre-v0.1.0), please note:

• --profile is now REQUIRED: Previously optional with a hardcoded default, now you must explicitly specify an AWS profile for security
• --include-ss renamed to --include-shared-services: More descriptive argument name

See the Migration Guide below for upgrade instructions.

Features

• 📊 Generate cost reports by account, business unit, or service
• 📈 Support for daily average cost calculations
• 📑 Automatic analysis Excel file with charts and formatted tables (default output)
• 💾 Optional export of individual reports in CSV or Excel format (XLSX)
• 🔧 Customizable cost aggregations and groupings
• 🤝 Shared services cost allocation across business units
• ✅ Comprehensive test coverage (226 tests, 93% overall coverage)
• 🔒 Security-focused design (no vulnerabilities)
• 📝 Well-documented with inline docstrings

Requirements

• Python 3.10 or higher
• AWS credentials configured (via ~/.aws/config)
• Required AWS IAM permissions:
  • ce:GetCostAndUsage (AWS Cost Explorer)
  • organizations:ListAccounts (AWS Organizations)
  • organizations:DescribeAccount (AWS Organizations)
  • sts:GetCallerIdentity (AWS STS)

Installation

From Source

git clone https://github.com/whoDoneItAgain/aws-monthly-costs.git
cd aws-monthly-costs
pip install -e .

Dependencies

The tool requires the following Python packages (automatically installed):

• boto3>=1.42.17 - AWS SDK for Python
• pyyaml>=6.0.3 - YAML configuration file parsing
• openpyxl>=3.1.5 - Excel file generation

Usage

Quick Start

The simplest command to get started:

amc --profile your-aws-profile

This will:

1. Query AWS Cost Explorer for the previous month's costs
2. Run the three main report modes (account, bu, service)
3. Generate an analysis Excel file (./outputs/aws-monthly-costs-analysis.xlsx) with:
   • Formatted comparison tables
   • Pie charts showing cost distribution
   • Business unit, service, and account breakdowns
   • Daily average calculations

Note: Individual report files are NOT generated unless explicitly requested with --output-format.

AWS Profile Setup

Before running the tool, ensure your AWS credentials are configured:

# Configure AWS CLI credentials
aws configure --profile your-profile-name

# Verify the profile exists
aws sts get-caller-identity --profile your-profile-name

The profile should have the required IAM permissions listed in the Requirements section.

Advanced Usage

Custom Time Periods

# Use month mode for last 2 full months (default)
amc --profile your-aws-profile --time-period month

# Use a specific date range
amc --profile your-aws-profile --time-period 2024-01-01_2024-12-31

# Use year mode for two-year comparison (requires 24+ months of data)
amc --profile your-aws-profile --time-period year

Month Mode (default): When you use --time-period month, the tool will:

1. Fetch the last 2 complete months of AWS cost data
2. Generate comparison tables and charts for these 2 months

Year Mode: When you use --time-period year, the tool will:

1. Fetch the last 24 months of AWS cost data
2. Split the data into two complete 12-month periods for comparison
3. Generate a separate year-analysis.xlsx file with:
   • Yearly cost totals comparison
   • Daily average costs for each year period
   • Monthly average costs for each year period
   • Comparative charts and formatted tables

Requirements for Year Mode:

• At least 24 consecutive months of AWS cost data
• Data should be non-overlapping and complete
• If insufficient data exists, you'll receive an actionable error message

Example Error Messages:

Error: Insufficient data for year analysis. Provide at least 24 consecutive, 
non-overlapping months for two-year comparison. Currently have 18 months.

To generate year analysis, provide at least 24 consecutive months of data.
Use a custom date range like: --time-period YYYY-MM-DD_YYYY-MM-DD with 24+ months

Generate Individual Report Files

By default, only the analysis Excel file is created. Use --output-format to generate individual reports:

# Generate individual CSV reports (plus analysis file)
amc --profile your-aws-profile --output-format csv

# Generate individual Excel reports (plus analysis file)
amc --profile your-aws-profile --output-format excel

# Generate both CSV and Excel individual reports (plus analysis file)
amc --profile your-aws-profile --output-format both

Include Shared Services Allocation

Allocate shared services costs across business units based on percentages defined in your configuration:

amc --profile your-aws-profile --include-shared-services

Run Specific Modes

# Run only specific modes
amc --profile your-aws-profile --run-modes account bu

# Include daily average calculations
amc --profile your-aws-profile --run-modes account bu service account-daily bu-daily service-daily

Note: The analysis Excel file is only generated when all three main modes (account, bu, service) are run.

Custom Configuration File

# Use a custom configuration file
amc --profile your-aws-profile --config-file /path/to/custom-config.yaml

Debug Logging

Enable detailed logging for troubleshooting:

amc --profile your-aws-profile --debug-logging

Security Note: Debug logs may contain AWS account IDs and cost data. Use with caution in sensitive environments.

Complete Examples

# Full command with all options
amc --profile production-readonly \
    --config-file ./config/prod-config.yaml \
    --time-period 2024-01-01_2024-12-31 \
    --output-format both \
    --include-shared-services \
    --run-modes account bu service account-daily bu-daily service-daily \
    --debug-logging

# Year-level analysis with 24 months of data
amc --profile production-readonly \
    --time-period 2023-01-01_2024-12-31 \
    --include-shared-services \
    --debug-logging

# Year mode (automatically fetches last 24 months)
amc --profile production-readonly \
    --time-period year \
    --include-shared-services

Command-Line Options

Run amc --help to see all available options:

amc --help

Option	Required	Default	Description
--profile	Yes	None	AWS profile name from ~/.aws/config
--config-file	No	src/amc/data/config/aws-monthly-costs-config.yaml	Path to configuration YAML file
--aws-config-file	No	~/.aws/config	Path to AWS credentials config file
--include-shared-services	No	False	Allocate shared services costs across business units
--run-modes	No	account bu service	Report types to generate (space-separated)
--time-period	No	month	Time period: month for last 2 months, year for year-level analysis (24+ months), or YYYY-MM-DD_YYYY-MM-DD for custom range
--output-format	No	None	Individual report format: csv, excel, or both (omit for analysis file only)
--debug-logging	No	False	Enable debug-level logging

Configuration File

The configuration file defines business units, shared services, and service aggregation rules. Example structure:

# Business unit definitions
business_units:
  Engineering:
    - "123456789012"  # Account IDs
    - "234567890123"
  Operations:
    - "345678901234"
  Marketing:
    - "456789012345"

# Shared services accounts (optional)
shared_services:
  accounts:
    - "567890123456"
  allocation:  # Percentage allocation across BUs
    Engineering: 50
    Operations: 30
    Marketing: 20

# Service name aggregation rules (optional)
service_aggregation:
  "Compute":
    - "Amazon Elastic Compute Cloud - Compute"
    - "Amazon EC2 Container Service"
  "Storage":
    - "Amazon Simple Storage Service"
    - "Amazon Elastic Block Store"

For a complete example, see the included src/amc/data/config/aws-monthly-costs-config.yaml file.

Output Files

All output files are generated in the ./outputs/ directory.

Analysis Excel File (Default Output)

File: aws-monthly-costs-analysis.xlsx

Generated automatically when running the three main modes (account, bu, service). This is the primary output and contains:

Worksheets

1. BU Costs - Business unit monthly totals comparison

   • Last 2 months side-by-side
   • Difference and % Difference columns
   • Pie chart showing BU cost distribution
   • Conditional formatting (green for savings, red for increases)

2. BU Costs - Daily Avg - Business unit daily average comparison

   • Accounts for different month lengths and leap years
   • Same comparison format as monthly totals

3. Top Services - Top 10 services + "Other" category

   • Monthly totals with pie chart
   • Aggregated based on configuration rules

4. Top Services - Daily Avg - Daily average for top services

5. Top Accounts - Top 10 accounts + "Other" category

   • Monthly totals with pie chart
   • Account names from AWS Organizations

6. Top Accounts - Daily Avg - Daily average for top accounts

Features

• Formatted Tables: Bold headers, light blue background (#D9E1F2)
• Conditional Formatting:
  • 🟢 Green for cost decreases (savings)
  • 🔴 Red for cost increases
• Pie Charts: Large, easy-to-read with data labels on slices
• Number Formatting:
  • Currency format with 2 decimal places
  • Percentage format for differences
• Auto-adjusted Columns: Proper width for immediate readability
• Smart Filtering: Zero-cost business units omitted from charts

Individual Report Files (Optional)

Generated only when --output-format is specified. Files are created in ./outputs/ with the naming pattern:

• CSV format: aws-monthly-costs-{run_mode}.csv
• Excel format: aws-monthly-costs-{run_mode}.xlsx

Where {run_mode} is one of: account, bu, service, account-daily, bu-daily, service-daily

CSV Format

Simple comma-separated values file with:

• Header row with column names
• Data rows with cost values
• Easy to import into other tools

Excel Format

Formatted Excel workbook with:

• Bold headers with light blue background
• Auto-adjusted column widths
• Proper number formatting
• Professional appearance

Examples:

# Analysis file only (default)
amc --profile prod
# Creates: ./outputs/aws-monthly-costs-analysis.xlsx

# Analysis file + CSV reports
amc --profile prod --output-format csv
# Creates: ./outputs/aws-monthly-costs-analysis.xlsx
#          ./outputs/aws-monthly-costs-account.csv
#          ./outputs/aws-monthly-costs-bu.csv
#          ./outputs/aws-monthly-costs-service.csv

# Year analysis file (when using --time-period year)
amc --profile prod --time-period year
# Creates: ./outputs/aws-monthly-costs-analysis.xlsx
#          ./outputs/aws-monthly-costs-year-analysis.xlsx

Year Analysis Excel File (Year Mode)

File: aws-monthly-costs-year-analysis.xlsx

Generated when using --time-period year option. Requires at least 24 consecutive months of data. This file contains:

Worksheets

1. BU Costs - Yearly - Business unit yearly totals comparison

   • Two most recent complete 12-month periods side-by-side
   • Difference and % Difference columns
   • Pie chart showing BU cost distribution for most recent year
   • Conditional formatting (green for savings, red for increases)

2. BU Costs - Daily Avg - Business unit daily average comparison

   • Accounts for different month lengths and leap years
   • Same comparison format as yearly totals

3. BU Costs - Monthly Avg - Business unit monthly average comparison

   • Average cost per month across each 12-month period
   • Useful for normalized comparisons

4. Top Services - Yearly - Top 10 services yearly totals + "Other"

   • Yearly totals with pie chart
   • Aggregated based on configuration rules

5. Top Services - Daily Avg - Daily average for top services

6. Top Services - Monthly Avg - Monthly average for top services

7. Top Accounts - Yearly - Top 10 accounts yearly totals + "Other"

   • Yearly totals with pie chart
   • Account names from AWS Organizations

8. Top Accounts - Daily Avg - Daily average for top accounts

9. Top Accounts - Monthly Avg - Monthly average for top accounts

Features

• Formatted Tables: Bold headers, blue background (#4472C4)
• Conditional Formatting:
  • 🟢 Green for cost decreases (savings)
  • 🔴 Red for cost increases
• Pie Charts: Large, easy-to-read with data labels on slices
• Number Formatting:
  • Currency format with 2 decimal places
  • Percentage format for differences
• Auto-adjusted Columns: Proper width for immediate readability
• Year Labels: Clear identification of time periods (e.g., "Year 1 (2023-Jan - 2023-Dec)")

Architecture Overview

The application follows a modular architecture with clear separation of concerns:

aws-monthly-costs/
├── src/amc/
│   ├── __main__.py              # Entry point & orchestration (785 lines)
│   ├── constants.py             # Named constants (56 lines)
│   ├── version.py               # Version information
│   ├── data/config/             # Default configuration files
│   ├── reportexport/            # Report generation (2438 lines total)
│   │   ├── __init__.py          # Imports/exports only (16 lines)
│   │   ├── exporters.py         # CSV/Excel export functions (130 lines)
│   │   ├── analysis.py          # Analysis table creation (983 lines)
│   │   ├── year_analysis.py     # Year-level analysis (635 lines)
│   │   ├── analysis_tables.py   # Table utilities (300 lines)
│   │   ├── calculations.py      # Calculation utilities (58 lines)
│   │   ├── formatting.py        # Formatting utilities (221 lines)
│   │   └── charts.py            # Chart creation utilities (95 lines)
│   └── runmodes/                # Cost calculation modules
│       ├── common.py            # Shared utilities (133 lines)
│       ├── account/             # Account cost calculations
│       │   ├── __init__.py     # Imports/exports only (8 lines)
│       │   └── calculator.py   # Business logic (168 lines)
│       ├── bu/                  # Business unit calculations
│       │   ├── __init__.py     # Imports/exports only (9 lines)
│       │   └── calculator.py   # Business logic (169 lines)
│       └── service/             # Service cost calculations
│           ├── __init__.py     # Imports/exports only (9 lines)
│           └── calculator.py   # Business logic (191 lines)
└── tests/                       # Comprehensive test suite (226 tests)

Key Components

1. Main Module (__main__.py)

• Purpose: Entry point and orchestration
• Responsibilities:
  • Parse command-line arguments
  • Load and validate configuration
  • Create AWS sessions
  • Coordinate runmode execution
  • Trigger report generation
• Key Functions:
  • parse_arguments() - CLI argument parsing
  • configure_logging() - Logging setup
  • load_configuration() - YAML config loading with validation
  • parse_time_period() - Date range parsing and validation
  • create_aws_session() - AWS session creation with validation
  • main() - Main orchestration logic

2. Constants Module (constants.py)

• Purpose: Centralized constants and magic values
• Contains:
  • Run mode identifiers (RUN_MODE_ACCOUNT, RUN_MODE_BUSINESS_UNIT, etc.)
  • Output format constants (OUTPUT_FORMAT_CSV, OUTPUT_FORMAT_EXCEL, etc.)
  • AWS API dimension and metric names
  • Valid choices for CLI arguments

3. Run Modes

Each runmode is a separate module that:

• Queries AWS Cost Explorer API
• Processes and aggregates cost data
• Calculates daily averages (accounting for leap years)
• Returns structured cost dictionaries

Account Mode (runmodes/account/)

• Retrieves costs grouped by AWS account
• Supports pagination for large account lists
• Extracts account names from AWS Organizations
• Returns top N accounts by cost

Business Unit Mode (runmodes/bu/)

• Aggregates account costs into business units
• Supports shared services allocation
• Single optimized API call (not separate calls per BU)
• Handles leap year calculations correctly

Service Mode (runmodes/service/)

• Groups costs by AWS service
• Applies service aggregation rules from config
• Returns top N services by cost
• Handles service name variations

4. Report Export (reportexport/)

• Purpose: Generate output files (CSV, Excel, analysis workbooks)

• Export Modules:

  • exporters.py - CSV/Excel export functions
  • analysis.py - Analysis Excel workbook creation
  • year_analysis.py - Year-level analysis Excel workbook

• Utility Modules:

  • analysis_tables.py - Table creation utilities
  • calculations.py - Percentage and difference calculations
  • formatting.py - Excel styling and formatting utilities
  • charts.py - Pie chart creation and configuration

• Main API (__init__.py): Imports/exports only (following Python best practices)

Data Flow

1. User runs CLI command
   ↓
2. Parse arguments & load configuration
   ↓
3. Create & validate AWS session
   ↓
4. For each run mode:
   a. Query AWS Cost Explorer API
   b. Process & aggregate data
   c. Calculate daily averages
   ↓
5. Generate reports:
   a. Optional: Individual CSV/Excel files
   b. Default: Analysis Excel file (if all 3 modes run)
   ↓
6. Save to ./outputs/ directory

Design Patterns

• Single Responsibility: Each module has one clear purpose
• DRY (Don't Repeat Yourself): Helper functions avoid code duplication
• Configuration Over Convention: Behavior customizable via YAML
• Fail-Fast: Comprehensive input validation with clear error messages
• Modular Architecture: Easy to extend with new run modes or export formats

Performance Optimizations

Applied by Performance-Optimizer Agent (see AGENT_HANDOFF.md):

• Reduced API calls: BU mode makes 1 API call instead of 2 (50% reduction)
• Efficient sorting: Direct list slicing instead of intermediate dict conversions
• Optimized Excel generation: Single-pass column width calculation
• Set-based filtering: O(1) lookups for account categorization

Troubleshooting

Common Issues

"AWS profile does not exist"

Error: AWS profile 'xyz' does not exist in /home/user/.aws/config

Solution:

# List available profiles
aws configure list-profiles

# Configure a new profile
aws configure --profile your-profile-name

# Verify the profile
aws sts get-caller-identity --profile your-profile-name

"AWS profile session is not valid"

Error: AWS profile (xyz) session is not valid

Causes:

• Invalid or expired credentials
• Incorrect profile configuration
• Missing IAM permissions

Solutions:

# Verify credentials work
aws sts get-caller-identity --profile your-profile-name

# Reconfigure the profile
aws configure --profile your-profile-name

# Check if using SSO (requires login)
aws sso login --profile your-profile-name

"Configuration file not found"

Error: Configuration file not found: /path/to/config.yaml

Solution:

# Use the default config
amc --profile your-profile-name

# Or specify correct path
amc --profile your-profile-name --config-file /correct/path/to/config.yaml

# Copy example config
cp src/amc/data/config/aws-monthly-costs-config.yaml my-config.yaml

"Invalid time period format"

Error: Invalid time period format

Solution:

# Use 'month' for last 2 months (default)
amc --profile your-profile-name --time-period month

# Or use correct date format: YYYY-MM-DD_YYYY-MM-DD
amc --profile your-profile-name --time-period 2024-01-01_2024-12-31

"Missing required configuration keys"

Error: Configuration file is missing required key(s)

Solution: Ensure your configuration file has all required sections:

# Minimum required structure
business_units:
  YourBU:
    - "123456789012"  # At least one account ID

# Optional but recommended
shared_services:
  accounts: []
  allocation: {}

service_aggregation: {}

Missing IAM Permissions

Error: An error occurred (AccessDeniedException) when calling the GetCostAndUsage operation

Solution: Ensure your AWS IAM user/role has these permissions:

{
  "Version": "2012-10-17",
  "Statement": [
    {
      "Effect": "Allow",
      "Action": [
        "ce:GetCostAndUsage",
        "organizations:ListAccounts",
        "organizations:DescribeAccount",
        "sts:GetCallerIdentity"
      ],
      "Resource": "*"
    }
  ]
}

Analysis File Not Generated

Issue: Running the tool but analysis Excel file is not created

Cause: Analysis file requires all three main modes (account, bu, service) to be run.

Solution:

# Use default run modes (includes all 3)
amc --profile your-profile-name

# Or explicitly specify all 3
amc --profile your-profile-name --run-modes account bu service

Empty or Incorrect Cost Data

Issue: Reports show $0 or unexpected values

Possible Causes:

1. Time period has no cost data
2. AWS Organizations not configured
3. Cost allocation tags not enabled
4. Incorrect business unit account mappings in config

Solutions:

# Enable debug logging to see API responses
amc --profile your-profile-name --debug-logging

# Verify your time period
amc --profile your-profile-name --time-period 2024-01-01_2024-01-31

# Check AWS Cost Explorer in the console to verify data exists

Debug Logging

Enable debug logging for detailed diagnostic information:

amc --profile your-profile-name --debug-logging

Debug logs include:

• AWS API request/response details
• Configuration values
• Cost calculation steps
• Account and service mapping

Security Note: Debug logs may contain:

• AWS account IDs
• Cost data
• Configuration details

Do not share debug logs in public forums without sanitizing sensitive data.

Getting Help

1. Check Documentation: Review this README and TESTING.md
2. Review Configuration: Ensure your YAML config is valid
3. Enable Debug Logging: Use --debug-logging for detailed diagnostics
4. Check AWS Console: Verify data exists in AWS Cost Explorer
5. Review Permissions: Ensure IAM permissions are correct
6. File an Issue: Open a GitHub issue with debug logs (sanitized)

Migration Guide

Upgrading from Earlier Versions to v0.1.0+

Version 0.1.0 introduced breaking changes to improve security and code quality. Follow these steps to upgrade:

Step 1: Update Command-Line Arguments

Breaking Change 1: --profile is now required

❌ Old (pre-v0.1.0):

# Profile was optional with hardcoded default
amc --include-ss
amc  # Used hardcoded default profile

✅ New (v0.1.0+):

# Profile is now REQUIRED (more secure)
amc --profile your-profile-name --include-shared-services

Breaking Change 2: --include-ss renamed to --include-shared-services

❌ Old (pre-v0.1.0):

amc --profile prod --include-ss

✅ New (v0.1.0+):

amc --profile prod --include-shared-services

Step 2: Update Scripts and Automation

If you have scripts, CI/CD pipelines, or cron jobs calling amc, update them:

Before (pre-v0.1.0):

#!/bin/bash
# Old script
amc --include-ss --output-format csv

After (v0.1.0+):

#!/bin/bash
# Updated script
amc --profile production-readonly --include-shared-services --output-format csv

Step 3: Review Configuration File

The configuration file format has not changed, but validation is now stricter:

# Ensure all required keys are present
business_units:
  Engineering:
    - "123456789012"

# Optional sections can be empty but should exist
shared_services:
  accounts: []
  allocation: {}

service_aggregation: {}

Step 4: Verify

Test your new command:

# Verify it works
amc --profile your-profile-name --help

# Test with your configuration
amc --profile your-profile-name --config-file your-config.yaml

What Changed in v0.1.0

Bug Fixes (all verified with tests):

1. ✅ Time period parsing now correctly calculates previous month
2. ✅ Year calculation for leap years uses actual cost data year
3. ✅ Difference calculations show signed values (negative = savings)
4. ✅ Percentage calculations handle zero baseline correctly
5. ✅ Configuration validation with clear error messages
6. ✅ Improved logging when analysis file cannot be generated

Performance Improvements:

1. ⚡ BU mode API calls reduced from 2 to 1 (50% reduction)
2. ⚡ Optimized sorting algorithms
3. ⚡ Faster Excel generation

Security Enhancements:

1. 🔒 Required --profile argument (no hardcoded defaults)
2. 🔒 Comprehensive input validation
3. 🔒 Safe YAML loading (yaml.safe_load)
4. 🔒 No hardcoded credentials
5. 🔒 Secure error messages

Code Quality:

1. 📝 93% test coverage (226 tests)
2. 📝 Comprehensive docstrings
3. 📝 Named constants instead of magic values
4. 📝 Extracted helper functions
5. 📝 Improved code organization

Documentation:

1. 📚 Updated README (this file)
2. 📚 Testing guide (TESTING.md)
3. 📚 Security review (SECURITY_REVIEW.md)
4. 📚 Detailed test documentation (tests/README.md)

Benefits of Upgrading

• More Secure: Required authentication profile
• More Reliable: Bug fixes and comprehensive tests
• Better Performance: Optimized API calls and algorithms
• Better Documented: Clear documentation and examples
• Better Maintained: Well-organized, testable code

Testing

The project has comprehensive test coverage. See TESTING.md for details.

Quick Test Run

# Run all tests
tox

# Run tests for specific Python version
tox -e py312

# View coverage report
tox -e py312
open htmlcov/index.html

Test Statistics

• Total Tests: 226 (all passing ✅)
• Coverage: 93% overall, 100% core business logic (runmodes, calculators)
• Execution Time: < 2 seconds
• Test Types: Unit tests (200+) + Integration tests (17) + End-to-End tests (7)

See tests/README.md for detailed test documentation.

Security

The application follows security best practices:

• ✅ No hardcoded credentials
• ✅ Safe YAML loading (yaml.safe_load)
• ✅ Comprehensive input validation
• ✅ No code injection vulnerabilities
• ✅ Secure dependency versions
• ✅ Proper error handling

See SECURITY_REVIEW.md for detailed security analysis.

Contributing

Contributions are welcome! Please ensure:

1. Tests pass: Run tox before submitting
2. Code is formatted: Run ruff format .
3. Linting passes: Run ruff check .
4. Documentation updated: Update README if adding features
5. Security: No new vulnerabilities introduced

API Documentation

For developers working with the codebase, see API_REFERENCE.md for detailed API documentation including:

• Function signatures and parameters
• Module organization
• Usage examples
• Type hints and return values

Release Process

For maintainers, see RELEASE_WORKFLOW.md for detailed instructions on:

• Creating releases with semantic versioning
• Automated changelog generation
• Dependency management
• Publishing to PyPI

Development Setup

# Clone the repository
git clone https://github.com/whoDoneItAgain/aws-monthly-costs.git
cd aws-monthly-costs

# Install in development mode
pip install -e .

# Install development dependencies
pip install tox pytest pytest-cov ruff

# Run tests
tox

# Run linting
ruff check .

# Format code
ruff format .

License

See LICENSE.md for license information.

Changelog

For a complete changelog, see CHANGELOG.md.

Version 0.1.2 (Current)

See CHANGELOG.md for recent updates.

Version 0.1.0 (2026-01-02)

Breaking Changes:

• --profile argument now required (previously optional)
• --include-ss renamed to --include-shared-services

Bug Fixes:

• Fixed time period parsing for previous month calculation
• Fixed year calculation for leap year handling in historical data
• Fixed difference calculations (now shows signed values)
• Fixed percentage calculations for zero baseline edge case
• Added comprehensive configuration validation

Performance:

• Reduced BU mode API calls from 2 to 1 (50% reduction)
• Optimized sorting algorithms
• Improved Excel generation performance

Testing:

• Added 112 comprehensive tests (100% coverage on core logic)
• Added integration tests
• Added edge case tests (leap years, year boundaries, etc.)

Documentation:

• Complete README rewrite with examples
• Added troubleshooting guide
• Added migration guide
• Added architecture overview
• Added security review documentation

Security:

• CodeQL security scan: 0 alerts
• No vulnerable dependencies
• Comprehensive security review completed

See AGENT_HANDOFF.md and SECURITY_REVIEW.md for detailed change logs and security analysis.

Acknowledgments

This project was comprehensively refactored and tested by specialized agents:

• Refactoring-Expert Agent: Code quality improvements
• Bug-Hunter Agent: Fixed 7 critical bugs
• Security-Analyzer Agent: Security review and hardening
• Performance-Optimizer Agent: Performance optimizations
• Test-Generator Agent: Comprehensive test suite (226 tests)
• Documentation-Writer Agent: Documentation updates