AMCAnalysis / app.py
singhn9's picture
Update app.py
8b136a5 verified
raw
history blame
17.7 kB
# app.py
# Static weighted semi-layer arc diagram (L1 labels outside)
# JS block injected safely (no Python f-strings inside JS)
import gradio as gr
import pandas as pd
import json
import numpy as np
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)
# ---------------------------
# Infer AMC->AMC transfers
# ---------------------------
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
return transfers
TRANSFER_COUNTS = infer_amc_transfers(BUY_MAP, SELL_MAP)
# ---------------------------
# Mixed ordering to reduce crossings
# ---------------------------
def build_mixed_ordering(amcs, companies):
mixed = []
n = max(len(amcs), len(companies))
for i in range(n):
if i < len(amcs):
mixed.append(amcs[i])
if i < len(companies):
mixed.append(companies[i])
return mixed
NODES = build_mixed_ordering(AMCS, COMPANIES)
NODE_TYPE = {n: ("amc" if n in AMCS else "company") for n in NODES}
# ---------------------------
# Build flows
# ---------------------------
def build_flows():
buys = []
for amc, comps in BUY_MAP.items():
for c in comps:
w = 3 if (amc in FRESH_BUY and c in FRESH_BUY.get(amc, [])) else 1
buys.append((amc, c, w))
sells = []
for amc, comps in SELL_MAP.items():
for c in comps:
w = 3 if (amc in COMPLETE_EXIT and c in COMPLETE_EXIT.get(amc, [])) else 1
sells.append((c, amc, w))
transfers = []
for (s,b), w in TRANSFER_COUNTS.items():
transfers.append((s, b, w))
loops = []
# loops: a -> c -> b
for a,c,w1 in buys:
for c2,b,w2 in sells:
if c == c2:
loops.append((a, c, b))
# dedupe
loops = list({(a,c,b) for (a,c,b) in loops})
return buys, sells, transfers, loops
BUYS, SELLS, TRANSFERS, LOOPS = build_flows()
# ---------------------------
# Inspector summaries
# ---------------------------
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")
fig = {
"data": [{"type":"bar", "x": counts["Role"].tolist(), "y": counts["Count"].tolist()}],
"layout": {"title": f"Trades for {company}"}
}
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 = {
"data": [{"type":"bar", "x": counts["Buyer AMC"].tolist(), "y": counts["Count"].tolist()}],
"layout": {"title": f"Inferred transfers from {amc}"}
}
return fig, df
# ---------------------------
# HTML template (JS inserted safely via replace)
# ---------------------------
JS_TEMPLATE = """
<div id="arc-container" style="width:100%; height:720px;"></div>
<div style="margin-top:8px;">
<button id="arc-reset" style="padding:8px 12px; border-radius:6px;">Reset</button>
</div>
<div style="margin-top:10px; font-family:sans-serif; font-size:13px;">
<b>Legend</b><br/>
<span style="display:inline-block;width:12px;height:8px;background:#2e8540;margin-right:6px;"></span> BUY (green solid)<br/>
<span style="display:inline-block;width:12px;height:8px;background:#c0392b;margin-right:6px;border-bottom:3px dotted #c0392b;"></span> SELL (red dotted)<br/>
<span style="display:inline-block;width:12px;height:8px;background:#7d7d7d;margin-right:6px;"></span> TRANSFER (grey, inferred)<br/>
<span style="display:inline-block;width:12px;height:8px;background:#227a6d;margin-right:6px;"></span> LOOP (external arc)<br/>
<div style="margin-top:6px;color:#666;font-size:12px;">Note: Transfers are inferred by matching sells and buys across AMCs. Thickness shows relative weight.</div>
</div>
<script src="https://d3js.org/d3.v7.min.js"></script>
<script>
const NODES = __NODES__ ;
const NODE_TYPE = __NODE_TYPE__ ;
const BUYS = __BUYS__ ;
const SELLS = __SELLS__ ;
const TRANSFERS = __TRANSFERS__ ;
const LOOPS = __LOOPS__ ;
function draw() {
const container = document.getElementById("arc-container");
container.innerHTML = "";
const w = Math.min(920, container.clientWidth || 820);
const h = Math.max(420, Math.floor(w * 0.75));
const svg = d3.select(container).append("svg")
.attr("width", "100%")
.attr("height", h)
.attr("viewBox", [-w/2, -h/2, w, h].join(" "));
const radius = Math.min(w, h) * 0.36;
// node positions around circle
const n = NODES.length;
function angleFor(i) { return (i / n) * 2 * Math.PI; }
const nodePos = NODES.map((name,i) => {
const ang = angleFor(i) - Math.PI/2; // start at top
return { name: name, angle: ang, x: Math.cos(ang)*radius, y: Math.sin(ang)*radius };
});
const nameToIndex = {};
NODES.forEach((nm,i)=> nameToIndex[nm]=i);
// small node circles and labels outside
const group = svg.append("g").selectAll("g").data(nodePos).enter().append("g")
.attr("transform", d => `translate(${d.x},${d.y})`);
group.append("circle")
.attr("r", 16)
.style("fill", d => NODE_TYPE[d.name] === "amc" ? "#2b6fa6" : "#f2c88d")
.style("stroke", "#222")
.style("stroke-width", 1)
.style("cursor", "pointer");
group.append("text")
.attr("x", d => Math.cos(d.angle) * (radius + 26))
.attr("y", d => Math.sin(d.angle) * (radius + 26))
.attr("dy", "0.35em")
.style("font-family", "sans-serif")
.style("font-size", Math.max(10, Math.min(14, radius*0.04)))
.style("text-anchor", d => {
const deg = (d.angle * 180 / Math.PI);
return (deg > -90 && deg < 90) ? "start" : "end";
})
.attr("transform", d => {
const deg = (d.angle * 180 / Math.PI);
const flip = (deg > 90 || deg < -90) ? 180 : 0;
return `rotate(${deg}) translate(${radius + 26}) rotate(${flip})`;
})
.style("cursor","pointer")
.text(d => d.name);
// bezier helper
function bezierPath(x0,y0,x1,y1,above=true) {
const mx = (x0 + x1)/2;
const my = (y0 + y1)/2;
const dx = mx;
const dy = my;
const len = Math.sqrt(dx*dx + dy*dy) || 1;
const ux = dx/len, uy = dy/len;
const offset = (above ? -1 : 1) * Math.max(30, radius*0.9);
const cx = mx + ux * offset;
const cy = my + uy * offset;
return `M ${x0} ${y0} Q ${cx} ${cy} ${x1} ${y1}`;
}
// stroke width scale
const allW = [].concat(BUYS.map(d=>d[2]), SELLS.map(d=>d[2]), TRANSFERS.map(d=>d[2]));
const wmin = Math.min(...(allW.length?allW:[1]));
const wmax = Math.max(...(allW.length?allW:[1]));
const stroke = d3.scaleLinear().domain([wmin, Math.max(wmax,1)]).range([1.0, 6.0]);
// buys (top)
const buyGroup = svg.append("g").attr("class","buys");
BUYS.forEach(b => {
const a = b[0], c = b[1], wt = b[2];
if (!(a in nameToIndex) || !(c in nameToIndex)) return;
const s = nodePos[nameToIndex[a]];
const t = nodePos[nameToIndex[c]];
const path = bezierPath(s.x,s.y,t.x,t.y,true);
buyGroup.append("path")
.attr("d", path)
.attr("fill","none")
.attr("stroke","#2e8540")
.attr("stroke-width", stroke(wt))
.attr("stroke-linecap","round")
.attr("opacity", 0.92)
.attr("data-src", a)
.attr("data-tgt", c)
.on("mouseover", function() { d3.select(this).attr("opacity",1); })
.on("mouseout", function() { d3.select(this).attr("opacity",0.92); });
});
// sells (bottom)
const sellGroup = svg.append("g").attr("class","sells");
SELLS.forEach(s => {
const c = s[0], a = s[1], wt = s[2];
if (!(c in nameToIndex) || !(a in nameToIndex)) return;
const sp = nodePos[nameToIndex[c]];
const tp = nodePos[nameToIndex[a]];
const path = bezierPath(sp.x,sp.y,tp.x,tp.y,false);
sellGroup.append("path")
.attr("d", path)
.attr("fill","none")
.attr("stroke","#c0392b")
.attr("stroke-width", stroke(wt))
.attr("stroke-linecap","round")
.attr("stroke-dasharray","4,3")
.attr("opacity",0.86)
.attr("data-src", c)
.attr("data-tgt", a)
.on("mouseover", function() { d3.select(this).attr("opacity",1); })
.on("mouseout", function() { d3.select(this).attr("opacity",0.86); });
});
// transfers (grey chords)
const transferGroup = svg.append("g").attr("class","transfers");
TRANSFERS.forEach(tr => {
const sname = tr[0], tname = tr[1], wt = tr[2];
if (!(sname in nameToIndex) || !(tname in nameToIndex)) return;
const sp = nodePos[nameToIndex[sname]];
const tp = nodePos[nameToIndex[tname]];
const mx = (sp.x + tp.x)/2;
const my = (sp.y + tp.y)/2;
const cx = mx * 0.3, cy = my * 0.3;
const path = `M ${sp.x} ${sp.y} Q ${cx} ${cy} ${tp.x} ${tp.y}`;
transferGroup.append("path")
.attr("d", path)
.attr("fill","none")
.attr("stroke","#7d7d7d")
.attr("stroke-width", stroke(wt))
.attr("opacity",0.7)
.attr("data-src", sname)
.attr("data-tgt", tname)
.on("mouseover", function() { d3.select(this).attr("opacity",1); })
.on("mouseout", function() { d3.select(this).attr("opacity",0.7); });
});
// loops (external arcs)
const loopGroup = svg.append("g").attr("class","loops");
LOOPS.forEach(lp => {
const a = lp[0], c = lp[1], b = lp[2];
if (!(a in nameToIndex) || !(b in nameToIndex)) return;
const sa = nodePos[nameToIndex[a]];
const sb = nodePos[nameToIndex[b]];
const mx = (sa.x + sb.x)/2;
const my = (sa.y + sb.y)/2;
const len = Math.sqrt((sa.x - sb.x)*(sa.x - sb.x) + (sa.y - sb.y)*(sa.y - sb.y));
const outward = Math.max(40, radius*0.28 + len * 0.12);
const ndx = mx, ndy = my;
const nlen = Math.sqrt(ndx*ndx + ndy*ndy) || 1;
const ux = ndx/nlen, uy = ndy/nlen;
const cx = mx + ux * outward;
const cy = my + uy * outward;
const path = `M ${sa.x} ${sa.y} Q ${cx} ${cy} ${sb.x} ${sb.y}`;
loopGroup.append("path")
.attr("d", path)
.attr("fill", "none")
.attr("stroke", "#227a6d")
.attr("stroke-width", 2.8)
.attr("opacity",0.95)
.on("mouseover", function() { d3.select(this).attr("opacity",1); })
.on("mouseout", function() { d3.select(this).attr("opacity",0.95); });
});
// interactivity: focus on node
function setOpacityFor(nodeName) {
group.selectAll("circle").style("opacity", d => (d.name === nodeName ? 1.0 : 0.18));
group.selectAll("text").style("opacity", d => (d.name === nodeName ? 1.0 : 0.28));
buyGroup.selectAll("path").style("opacity", function() {
const src = this.getAttribute("data-src");
const tgt = this.getAttribute("data-tgt");
return (src === nodeName || tgt === nodeName) ? 0.98 : 0.06;
});
sellGroup.selectAll("path").style("opacity", function() {
const src = this.getAttribute("data-src");
const tgt = this.getAttribute("data-tgt");
return (src === nodeName || tgt === nodeName) ? 0.98 : 0.06;
});
transferGroup.selectAll("path").style("opacity", function() {
const src = this.getAttribute("data-src");
const tgt = this.getAttribute("data-tgt");
return (src === nodeName || tgt === nodeName) ? 0.98 : 0.06;
});
loopGroup.selectAll("path").style("opacity", 0.95);
}
function resetOpacity() {
group.selectAll("circle").style("opacity", 1.0);
group.selectAll("text").style("opacity", 1.0);
buyGroup.selectAll("path").style("opacity", 0.92);
sellGroup.selectAll("path").style("opacity", 0.86);
transferGroup.selectAll("path").style("opacity", 0.7);
loopGroup.selectAll("path").style("opacity", 0.95);
}
group.selectAll("circle").style("cursor","pointer").on("click", function(e,d) {
setOpacityFor(d.name);
if (e && e.stopPropagation) e.stopPropagation();
});
group.selectAll("text").style("cursor","pointer").on("click", function(e,d) {
setOpacityFor(d.name);
if (e && e.stopPropagation) e.stopPropagation();
});
document.getElementById("arc-reset").onclick = resetOpacity;
svg.on("click", function(event) {
if (event.target.tagName === "svg") resetOpacity();
});
}
draw();
window.addEventListener("resize", draw);
</script>
"""
def make_arc_html(nodes, node_type, buys, sells, transfers, loops):
# prepare JSON strings
nodes_json = json.dumps(nodes)
node_type_json = json.dumps(node_type)
buys_json = json.dumps(buys)
sells_json = json.dumps(sells)
transfers_json = json.dumps(transfers)
loops_json = json.dumps(loops)
html = JS_TEMPLATE.replace("__NODES__", nodes_json) \
.replace("__NODE_TYPE__", node_type_json) \
.replace("__BUYS__", buys_json) \
.replace("__SELLS__", sells_json) \
.replace("__TRANSFERS__", transfers_json) \
.replace("__LOOPS__", loops_json)
return html
initial_html = make_arc_html(NODES, NODE_TYPE, BUYS, SELLS, TRANSFERS, LOOPS)
# ---------------------------
# Gradio UI
# ---------------------------
responsive_css = """
#arc-container { padding:0; margin:0; }
svg { font-family: sans-serif; }
"""
with gr.Blocks(css=responsive_css, title="MF Churn — Semi-layer Arc Diagram (L1 labels)") as demo:
gr.Markdown("## Mutual Fund Churn — Weighted Arcs (BUY top / SELL bottom) — labels outside (L1)")
gr.HTML(initial_html)
gr.Markdown("### Inspect Company / AMC")
select_company = gr.Dropdown(choices=COMPANIES, label="Select company")
company_plot = gr.Plot()
company_table = gr.DataFrame()
select_amc = gr.Dropdown(choices=AMCS, label="Select AMC")
amc_plot = gr.Plot()
amc_table = gr.DataFrame()
def on_company(c):
fig, df = company_trade_summary(c)
return fig, df
def on_amc(a):
fig, df = amc_transfer_summary(a)
return fig, df
select_company.change(on_company, inputs=[select_company], outputs=[company_plot, company_table])
select_amc.change(on_amc, inputs=[select_amc], outputs=[amc_plot, amc_table])
if __name__ == "__main__":
demo.launch()