AMCAnalysis / app.py
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# app.py
# Interactive MF churn explorer — Plotly graph with node click-to-focus
# + Legend
# + Fixed JS (labels hide properly)
# + Mobile-friendly
# + HF iframe safe
import gradio as gr
import pandas as pd
import networkx as nx
import plotly.graph_objects as go
import numpy as np
import json
from collections import defaultdict
# ============================================================
# DATA
# ============================================================
AMCS = [
"SBI MF", "ICICI Pru MF", "HDFC MF", "Nippon India MF", "Kotak MF",
"UTI MF", "Axis MF", "Aditya Birla SL MF", "Mirae MF", "DSP MF"
]
COMPANIES = [
"HDFC Bank", "ICICI Bank", "Bajaj Finance", "Bajaj Finserv", "Adani Ports",
"Tata Motors", "Shriram Finance", "HAL", "TCS", "AU Small Finance Bank",
"Pearl Global", "Hindalco", "Tata Elxsi", "Cummins India", "Vedanta"
]
BUY_MAP = {
"SBI MF": ["Bajaj Finance", "AU Small Finance Bank"],
"ICICI Pru MF": ["HDFC Bank"],
"HDFC MF": ["Tata Elxsi", "TCS"],
"Nippon India MF": ["Hindalco"],
"Kotak MF": ["Bajaj Finance"],
"UTI MF": ["Adani Ports", "Shriram Finance"],
"Axis MF": ["Tata Motors", "Shriram Finance"],
"Aditya Birla SL MF": ["AU Small Finance Bank"],
"Mirae MF": ["Bajaj Finance", "HAL"],
"DSP MF": ["Tata Motors", "Bajaj Finserv"]
}
SELL_MAP = {
"SBI MF": ["Tata Motors"],
"ICICI Pru MF": ["Bajaj Finance", "Adani Ports"],
"HDFC MF": ["HDFC Bank"],
"Nippon India MF": ["Hindalco"],
"Kotak MF": ["AU Small Finance Bank"],
"UTI MF": ["Hindalco", "TCS"],
"Axis MF": ["TCS"],
"Aditya Birla SL MF": ["Adani Ports"],
"Mirae MF": ["TCS"],
"DSP MF": ["HAL", "Shriram Finance"]
}
COMPLETE_EXIT = {"DSP MF": ["Shriram Finance"]}
FRESH_BUY = {"HDFC MF": ["Tata Elxsi"], "UTI MF": ["Adani Ports"], "Mirae MF": ["HAL"]}
def sanitize_map(m):
out = {}
for k, vals in m.items():
out[k] = [v for v in vals if v in COMPANIES]
return out
BUY_MAP = sanitize_map(BUY_MAP)
SELL_MAP = sanitize_map(SELL_MAP)
COMPLETE_EXIT = sanitize_map(COMPLETE_EXIT)
FRESH_BUY = sanitize_map(FRESH_BUY)
# ============================================================
# GRAPH BUILDING
# ============================================================
company_edges = []
for amc, comps in BUY_MAP.items():
for c in comps:
company_edges.append((amc, c, {"action": "buy", "weight": 1}))
for amc, comps in SELL_MAP.items():
for c in comps:
company_edges.append((amc, c, {"action": "sell", "weight": 1}))
for amc, comps in COMPLETE_EXIT.items():
for c in comps:
company_edges.append((amc, c, {"action": "complete_exit", "weight": 3}))
for amc, comps in FRESH_BUY.items():
for c in comps:
company_edges.append((amc, c, {"action": "fresh_buy", "weight": 3}))
def infer_amc_transfers(buy_map, sell_map):
transfers = defaultdict(int)
c2s = defaultdict(list)
c2b = defaultdict(list)
for amc, comps in sell_map.items():
for c in comps:
c2s[c].append(amc)
for amc, comps in buy_map.items():
for c in comps:
c2b[c].append(amc)
for c in set(c2s.keys()) | set(c2b.keys()):
for s in c2s[c]:
for b in c2b[c]:
transfers[(s, b)] += 1
output = []
for (s, b), w in transfers.items():
output.append((s, b, {"action": "transfer", "weight": w}))
return output
transfer_edges = infer_amc_transfers(BUY_MAP, SELL_MAP)
def build_graph(include_transfers=True):
G = nx.DiGraph()
for a in AMCS:
G.add_node(a, type="amc")
for c in COMPANIES:
G.add_node(c, type="company")
# company edges
for u, v, attr in company_edges:
if G.has_edge(u, v):
G[u][v]["weight"] += attr["weight"]
G[u][v]["actions"].append(attr["action"])
else:
G.add_edge(u, v, weight=attr["weight"], actions=[attr["action"]])
# inferred transfer edges
if include_transfers:
for s, b, attr in transfer_edges:
if G.has_edge(s, b):
G[s][b]["weight"] += attr["weight"]
G[s][b]["actions"].append("transfer")
else:
G.add_edge(s, b, weight=attr["weight"], actions=["transfer"])
return G
# ============================================================
# PLOTLY FIGURE
# ============================================================
def build_plotly_figure(
G,
node_color_amc="#9EC5FF",
node_color_company="#FFCF9E",
edge_color_buy="#2ca02c",
edge_color_sell="#d62728",
edge_color_transfer="#888888",
edge_thickness_base=1.4
):
pos = nx.spring_layout(G, seed=42, k=1.2)
node_names = []
node_x = []
node_y = []
node_color = []
node_size = []
for n, d in G.nodes(data=True):
node_names.append(n)
x, y = pos[n]
node_x.append(x)
node_y.append(y)
if d["type"] == "amc":
node_color.append(node_color_amc)
node_size.append(36)
else:
node_color.append(node_color_company)
node_size.append(56)
edge_traces = []
edge_source = []
edge_target = []
edge_colors = []
edge_widths = []
for u, v, attrs in G.edges(data=True):
x0, y0 = pos[u]
x1, y1 = pos[v]
acts = attrs["actions"]
weight = attrs["weight"]
if "complete_exit" in acts:
color = edge_color_sell
width = edge_thickness_base * 3
dash = "solid"
elif "fresh_buy" in acts:
color = edge_color_buy
width = edge_thickness_base * 3
dash = "solid"
elif "transfer" in acts:
color = edge_color_transfer
width = edge_thickness_base * (1 + np.log1p(weight))
dash = "dash"
elif "sell" in acts:
color = edge_color_sell
width = edge_thickness_base * (1 + np.log1p(weight))
dash = "dot"
else:
color = edge_color_buy
width = edge_thickness_base * (1 + np.log1p(weight))
dash = "solid"
edge_traces.append(
go.Scatter(
x=[x0, x1],
y=[y0, y1],
mode="lines",
line=dict(color=color, width=width, dash=dash),
hoverinfo="none",
opacity=1.0
)
)
edge_source.append(node_names.index(u))
edge_target.append(node_names.index(v))
edge_colors.append(color)
edge_widths.append(width)
node_trace = go.Scatter(
x=node_x,
y=node_y,
mode="markers+text",
marker=dict(color=node_color, size=node_size, line=dict(width=2, color="#333")),
text=node_names,
textposition="top center",
hoverinfo="text"
)
fig = go.Figure(data=edge_traces + [node_trace])
fig.update_layout(
showlegend=False,
autosize=True,
margin=dict(l=8, r=8, t=36, b=8),
xaxis=dict(visible=False),
yaxis=dict(visible=False)
)
meta = {
"node_names": node_names,
"edge_source_index": edge_source,
"edge_target_index": edge_target,
"edge_colors": edge_colors,
"edge_widths": edge_widths
}
return fig, meta
# ================= PART 2 / 3 =================
# HTML builder and JS (with escaped braces for f-string)
def make_network_html(fig, meta, div_id="network-plot-div"):
fig_json = json.dumps(fig.to_plotly_json())
meta_json = json.dumps(meta)
html = f"""
<div id="{div_id}" style="width:100%;height:520px;"></div>
<div style="margin-top:6px;margin-bottom:8px;">
<button id="{div_id}-reset" style="padding:8px 12px;border-radius:6px;">Reset view</button>
</div>
<script src="https://cdn.plot.ly/plotly-latest.min.js"></script>
<script>
const fig = {fig_json};
const meta = {meta_json};
const container = document.getElementById("{div_id}");
Plotly.newPlot(container, fig.data, fig.layout, {{responsive:true}});
const nodeTraceIndex = fig.data.length - 1;
const edgeCount = fig.data.length - 1;
const nameToIndex = {{}};
meta.node_names.forEach((n,i) => nameToIndex[n]=i);
// focusNode: show only clicked node + its direct neighbors (Option A)
function focusNode(nodeName) {{
const idx = nameToIndex[nodeName];
const keep = new Set([idx]);
for (let e = 0; e < meta.edge_source_index.length; e++) {{
const s = meta.edge_source_index[e];
const t = meta.edge_target_index[e];
if (s === idx) {{ keep.add(t); }}
if (t === idx) {{ keep.add(s); }}
}}
// Update nodes (hide others + hide labels)
const N = meta.node_names.length;
const nodeOp = Array(N).fill(0.0);
const textColors = Array(N).fill("rgba(0,0,0,0)");
for (let i = 0; i < N; i++) {{
if (keep.has(i)) {{
nodeOp[i] = 1.0;
textColors[i] = "black";
}}
}}
Plotly.restyle(container, {{
"marker.opacity": [nodeOp],
"textfont.color": [textColors]
}}, [nodeTraceIndex]);
// Update edges: show only edges connecting kept nodes
for (let e = 0; e < edgeCount; e++) {{
const s = meta.edge_source_index[e];
const t = meta.edge_target_index[e];
const show = (keep.has(s) && keep.has(t));
const color = show ? meta.edge_colors[e] : 'rgba(0,0,0,0)';
const width = show ? meta.edge_widths[e] : 0.1;
Plotly.restyle(container, {{
'line.color': [color],
'line.width': [width]
}}, [e]);
}}
// zoom to bounding box of kept nodes
const nodes = fig.data[nodeTraceIndex];
const xs = [], ys = [];
for (let j = 0; j < meta.node_names.length; j++) {{
if (keep.has(j)) {{
xs.push(nodes.x[j]); ys.push(nodes.y[j]);
}}
}}
if (xs.length > 0) {{
const xmin = Math.min(...xs), xmax = Math.max(...xs);
const ymin = Math.min(...ys), ymax = Math.max(...ys);
const padX = (xmax - xmin) * 0.4 + 0.05;
const padY = (ymax - ymin) * 0.4 + 0.05;
Plotly.relayout(container, {{
xaxis: {{ range: [xmin - padX, xmax + padX] }},
yaxis: {{ range: [ymin - padY, ymax + padY] }}
}});
}}
}}
// reset view: restore nodes and edges
function resetView() {{
const N = meta.node_names.length;
const nodeOp = Array(N).fill(1.0);
const textColors = Array(N).fill("black");
Plotly.restyle(container, {{
"marker.opacity": [nodeOp],
"textfont.color": [textColors]
}}, [nodeTraceIndex]);
for (let e = 0; e < edgeCount; e++) {{
Plotly.restyle(container, {{
'line.color': [meta.edge_colors[e]],
'line.width': [meta.edge_widths[e]]
}}, [e]);
}}
Plotly.relayout(container, {{ xaxis: {{autorange:true}}, yaxis: {{autorange:true}} }});
}}
// attach click handler
container.on('plotly_click', function(eventData) {{
const p = eventData.points[0];
if (p.curveNumber === nodeTraceIndex) {{
const nodeIndex = p.pointNumber;
const nodeName = meta.node_names[nodeIndex];
focusNode(nodeName);
}}
}});
// reset button
document.getElementById("{div_id}-reset").addEventListener('click', function() {{
resetView();
}});
</script>
"""
return html
# helper to build final html block
def build_network_html(node_color_company="#FFCF9E",
node_color_amc="#9EC5FF",
edge_color_buy="#2ca02c",
edge_color_sell="#d62728",
edge_color_transfer="#888888",
edge_thickness=1.4,
include_transfers=True):
G = build_graph(include_transfers=include_transfers)
fig, meta = build_plotly_figure(
G,
node_color_amc=node_color_amc,
node_color_company=node_color_company,
edge_color_buy=edge_color_buy,
edge_color_sell=edge_color_sell,
edge_color_transfer=edge_color_transfer,
edge_thickness_base=edge_thickness
)
return make_network_html(fig, meta)
# initial HTML
initial_html = build_network_html()
# ================= PART 3 / 3 =================
# company & amc summaries, UI and callbacks
def company_trade_summary(company):
buyers = [a for a, cs in BUY_MAP.items() if company in cs]
sellers = [a for a, cs in SELL_MAP.items() if company in cs]
fresh = [a for a, cs in FRESH_BUY.items() if company in cs]
exits = [a for a, cs in COMPLETE_EXIT.items() if company in cs]
df = pd.DataFrame({
"Role": (["Buyer"] * len(buyers)) + (["Seller"] * len(sellers)) +
(["Fresh buy"] * len(fresh)) + (["Complete exit"] * len(exits)),
"AMC": buyers + sellers + fresh + exits
})
if df.empty:
return None, pd.DataFrame([], columns=["Role", "AMC"])
counts = df.groupby("Role").size().reset_index(name="Count")
colors = ["green", "red", "orange", "black"][:len(counts)]
fig = go.Figure(go.Bar(x=counts["Role"], y=counts["Count"], marker_color=colors))
fig.update_layout(title_text=f"Trade summary for {company}", autosize=True, margin=dict(t=30, b=10))
return fig, df
def amc_transfer_summary(amc):
sold = SELL_MAP.get(amc, [])
transfers = []
for s in sold:
buyers = [a for a, cs in BUY_MAP.items() if s in cs]
for b in buyers:
transfers.append({"security": s, "buyer_amc": b})
df = pd.DataFrame(transfers)
if df.empty:
return None, pd.DataFrame([], columns=["security", "buyer_amc"])
counts = df["buyer_amc"].value_counts().reset_index()
counts.columns = ["Buyer AMC", "Count"]
fig = go.Figure(go.Bar(x=counts["Buyer AMC"], y=counts["Count"], marker_color="lightslategray"))
fig.update_layout(title_text=f"Inferred transfers from {amc}", autosize=True, margin=dict(t=30, b=10))
return fig, df
# Mobile-friendly CSS (minimal)
responsive_css = """
.gradio-container { padding:0 !important; margin:0 !important; }
.plotly-graph-div, .js-plotly-plot, .output_plot { width:100% !important; max-width:100% !important; }
.js-plotly-plot { height:460px !important; }
@media(max-width:780px){ .js-plotly-plot{ height:420px !important; } }
body, html { overflow-x:hidden !important; }
"""
# Build UI
with gr.Blocks(css=responsive_css, title="MF Churn Explorer") as demo:
gr.Markdown("## Mutual Fund Churn Explorer — Interactive Graph")
# Chart HTML (interactive client-side)
network_html = gr.HTML(value=initial_html)
# Legend (ONLY addition)
legend_html = gr.HTML(value="""
<div style='
font-family: sans-serif;
font-size: 14px;
margin-top: 10px;
line-height: 1.6;
'>
<b>Legend</b><br>
<div>
<span style="display:inline-block;width:28px;
border-bottom:3px solid #2ca02c;"></span>
BUY (green solid)
</div>
<div>
<span style="display:inline-block;width:28px;
border-bottom:3px dotted #d62728;"></span>
SELL (red dotted)
</div>
<div>
<span style="display:inline-block;width:28px;
border-bottom:3px dashed #888;"></span>
TRANSFER (grey dashed)
</div>
<div>
<span style="display:inline-block;width:28px;
border-bottom:5px solid #2ca02c;"></span>
FRESH BUY (thick green)
</div>
<div>
<span style="display:inline-block;width:28px;
border-bottom:5px solid #d62728;"></span>
COMPLETE EXIT (thick red)
</div>
</div>
""")
# Controls (collapsed by default)
with gr.Accordion("Network Customization — expand to edit", open=False):
node_color_company = gr.ColorPicker("#FFCF9E", label="Company node color")
node_color_amc = gr.ColorPicker("#9EC5FF", label="AMC node color")
edge_color_buy = gr.ColorPicker("#2ca02c", label="BUY edge color")
edge_color_sell = gr.ColorPicker("#d62728", label="SELL edge color")
edge_color_transfer = gr.ColorPicker("#888888", label="Transfer edge color")
edge_thickness = gr.Slider(0.5, 6.0, value=1.4, step=0.1, label="Edge thickness base")
include_transfers = gr.Checkbox(value=True, label="Show AMC→AMC inferred transfers")
update_button = gr.Button("Update Network Graph")
# Company inspect (unchanged)
gr.Markdown("### Inspect Company (buyers / sellers)")
select_company = gr.Dropdown(choices=COMPANIES, label="Select company")
company_plot = gr.Plot()
company_table = gr.DataFrame()
# AMC inspect (unchanged)
gr.Markdown("### Inspect AMC (inferred transfers)")
select_amc = gr.Dropdown(choices=AMCS, label="Select AMC")
amc_plot = gr.Plot()
amc_table = gr.DataFrame()
# Place legend right after the chart (no layout changes beyond that)
# We add both components so legend appears below the chart area.
# Note: the order of declaration in Blocks determines visual order.
# legend_html.update(value=legend_html.value) # ensure added
# Callbacks
def update_network_html(node_color_company_val, node_color_amc_val,
edge_color_buy_val, edge_color_sell_val, edge_color_transfer_val,
edge_thickness_val, include_transfers_val):
return build_network_html(node_color_company=node_color_company_val,
node_color_amc=node_color_amc_val,
edge_color_buy=edge_color_buy_val,
edge_color_sell=edge_color_sell_val,
edge_color_transfer=edge_color_transfer_val,
edge_thickness=edge_thickness_val,
include_transfers=include_transfers_val)
def on_company_select(cname):
fig, df = company_trade_summary(cname)
if fig is None:
return None, pd.DataFrame([], columns=["Role", "AMC"])
return fig, df
def on_amc_select(aname):
fig, df = amc_transfer_summary(aname)
if fig is None:
return None, pd.DataFrame([], columns=["security", "buyer_amc"])
return fig, df
update_button.click(fn=update_network_html,
inputs=[node_color_company, node_color_amc,
edge_color_buy, edge_color_sell, edge_color_transfer,
edge_thickness, include_transfers],
outputs=[network_html])
select_company.change(fn=on_company_select, inputs=[select_company], outputs=[company_plot, company_table])
select_amc.change(fn=on_amc_select, inputs=[select_amc], outputs=[amc_plot, amc_table])
# Run
if __name__ == "__main__":
demo.launch()