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Update app.py
#16
by
singhn9
- opened
app.py
CHANGED
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@@ -1,7 +1,6 @@
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# app.py
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# Mutual Fund Churn Explorer
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#
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# Works in Hugging Face Spaces (Gradio)
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import gradio as gr
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import pandas as pd
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@@ -12,7 +11,7 @@ import json
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from collections import defaultdict
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# ---------------------------
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#
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# ---------------------------
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AMCS = [
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"SBI MF", "ICICI Pru MF", "HDFC MF", "Nippon India MF", "Kotak MF",
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@@ -66,21 +65,21 @@ COMPLETE_EXIT = sanitize_map(COMPLETE_EXIT)
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FRESH_BUY = sanitize_map(FRESH_BUY)
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# ---------------------------
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#
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# ---------------------------
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def infer_amc_transfers(buy_map, sell_map):
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transfers = defaultdict(int)
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for amc, comps in sell_map.items():
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for c in comps:
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for amc, comps in buy_map.items():
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for c in comps:
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for c in set(
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for s in
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for b in
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transfers[(s,b)] += 1
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out = []
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for (s,b), w in transfers.items():
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@@ -91,12 +90,9 @@ transfer_edges = infer_amc_transfers(BUY_MAP, SELL_MAP)
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def build_graph(include_transfers=True):
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G = nx.DiGraph()
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for a in AMCS:
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G.add_node(c, type="company")
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# buys and sells
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for amc, comps in BUY_MAP.items():
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for c in comps:
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if G.has_edge(amc, c):
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@@ -104,7 +100,7 @@ def build_graph(include_transfers=True):
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G[amc][c]["actions"].append("buy")
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else:
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G.add_edge(amc, c, weight=1, actions=["buy"])
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-
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for amc, comps in SELL_MAP.items():
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for c in comps:
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if G.has_edge(amc, c):
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@@ -112,7 +108,6 @@ def build_graph(include_transfers=True):
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G[amc][c]["actions"].append("sell")
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else:
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G.add_edge(amc, c, weight=1, actions=["sell"])
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-
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# complete exits
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for amc, comps in COMPLETE_EXIT.items():
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for c in comps:
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@@ -121,8 +116,7 @@ def build_graph(include_transfers=True):
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G[amc][c]["actions"].append("complete_exit")
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else:
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G.add_edge(amc, c, weight=3, actions=["complete_exit"])
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-
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# fresh buys
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for amc, comps in FRESH_BUY.items():
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for c in comps:
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if G.has_edge(amc, c):
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@@ -130,206 +124,176 @@ def build_graph(include_transfers=True):
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G[amc][c]["actions"].append("fresh_buy")
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else:
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G.add_edge(amc, c, weight=3, actions=["fresh_buy"])
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-
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# inferred transfers
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if include_transfers:
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for s,b,attr in transfer_edges:
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if G.has_edge(s,b):
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G[s][b]["weight"] += attr
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G[s][b]["actions"].append("transfer")
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else:
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G.add_edge(s,b, weight=attr
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return G
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# ---------------------------
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#
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# ---------------------------
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def
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node_names = []
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node_x = []
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node_y = []
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for n, d in G.nodes(data=True):
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node_names.append(n)
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if d["type"] == "amc":
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node_sizes.append(36)
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else:
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node_sizes.append(56)
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edge_traces = []
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for u, v, attrs in G.edges(data=True):
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edge_traces.append(go.Scatter(x=[0,0], y=[0,0], mode="lines",
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line=dict(color="#aaa", width=1), hoverinfo="none"))
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src_idx.append(node_names.index(u))
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tgt_idx.append(node_names.index(v))
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acts = attrs.get("actions", [])
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w = attrs.get("weight", 1)
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if "complete_exit" in acts:
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elif "fresh_buy" in acts:
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elif "transfer" in acts:
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elif "sell" in acts:
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else:
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fig = go.Figure(data=edge_traces + [node_trace])
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fig.update_layout(
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meta = {
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"node_names": node_names,
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"edge_source_index":
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"edge_target_index":
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"edge_colors":
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"edge_widths":
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"
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}
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return fig, meta
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# ---------------------------
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# HTML
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# ---------------------------
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def
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fig_json = json.dumps(fig.to_plotly_json())
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meta_json = json.dumps(meta)
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# Short-lived simulation parameters:
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# - run for about 0.8s (or until alpha cools)
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# - throttle Plotly updates for performance
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html = f"""
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<div id="{div_id}" style="width:100%; height:
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<div style="margin-top:6px;">
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<button id="{div_id}-reset" style="padding:8px 12px; border-radius:6px;">Reset</button>
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<button id="{div_id}-stop" style="padding:8px 12px; margin-left:8px; border-radius:6px;">Stop Layout</button>
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</div>
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<script src="https://d3js.org/d3.v7.min.js"></script>
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<script src="https://cdn.plot.ly/plotly-latest.min.js"></script>
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<script>
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const fig = {fig_json};
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const meta = {meta_json};
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const container = document.getElementById("{div_id}");
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Plotly.newPlot(container, fig.data, fig.layout, {{responsive:true}});
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const nodeTraceIndex = fig.data.length - 1;
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const edgeCount = fig.data.length - 1;
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//
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const nodes = meta.node_names.map((name,i) => ({{
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id: i, name: name, r: meta.node_sizes[i] || 20,
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displayX: 0, displayY: 0, vx_smooth: 0, vy_smooth: 0
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}}));
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const links = meta.edge_source_index.map((s,i) => ({{
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source: s, target: meta.edge_target_index[i]
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}}));
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// Gentle simulation tuned to settle quickly
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const simulation = d3.forceSimulation(nodes)
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.force("link", d3.forceLink(links).id(d => d.id).distance(120).strength(0.32))
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.force("charge", d3.forceManyBody().strength(-40))
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.force("collision", d3.forceCollide().radius(d => d.r * 0.9))
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.force("center", d3.forceCenter(0,0))
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.velocityDecay(0.48);
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// Smoothing interpolation factor for organic motion
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const interp = 0.16;
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// Throttle updates to Plotly for performance
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let tickCounter = 0;
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const TICKS_PER_UPDATE = 3; // update Plotly every 3 ticks
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let frameCount = 0;
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const MAX_TICKS = 120; // safety cap (~0.8-1.0s depending on device)
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let stoppedManually = false;
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simulation.on("tick", () => {{
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frameCount++;
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tickCounter++;
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// apply smooth interpolation (organic)
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nodes.forEach(n => {{
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const tx = n.x || 0;
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const ty = n.y || 0;
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n.vx_smooth = n.vx_smooth * 0.80 + (tx - n.displayX) * interp;
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n.vy_smooth = n.vy_smooth * 0.80 + (ty - n.displayY) * interp;
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// mild damping
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n.vx_smooth *= 0.92;
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n.vy_smooth *= 0.92;
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n.displayX += n.vx_smooth;
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n.displayY += n.vy_smooth;
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}});
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if (tickCounter % TICKS_PER_UPDATE === 0) {{
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const xs = nodes.map(n => n.displayX);
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const ys = nodes.map(n => n.displayY);
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Plotly.restyle(container, {{ x: [xs], y: [ys] }}, [nodeTraceIndex]);
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for (let e = 0; e < edgeCount; e++) {{
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const s = meta.edge_source_index[e];
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const t = meta.edge_target_index[e];
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const sx = nodes[s].displayX || 0;
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const sy = nodes[s].displayY || 0;
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const tx = nodes[t].displayX || 0;
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const ty = nodes[t].displayY || 0;
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Plotly.restyle(container, {{
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x: [[sx, tx]],
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y: [[sy, ty]],
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"line.color": [meta.edge_colors[e]],
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"line.width": [meta.edge_widths[e]]
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}}, [e]);
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}}
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}}
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// stop conditions: either alpha cooled or reached tick cap or stopped manually
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if (simulation.alpha() < 0.03 || frameCount > MAX_TICKS || stoppedManually) {{
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simulation.stop();
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}}
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}});
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// Stop button
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document.getElementById("{div_id}-stop").addEventListener("click", () => {{
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stoppedManually = true;
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simulation.stop();
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}});
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// map name -> index
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const nameToIndex = {{}};
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meta.node_names.forEach((n,i) => nameToIndex[n]
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//
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function focusNode(name) {{
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const idx = nameToIndex[name];
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const keep = new Set([idx]);
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for (let e=0; e < meta.edge_source_index.length; e++) {{
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const s = meta.edge_source_index[e], t = meta.edge_target_index[e];
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if (s === idx) keep.add(t);
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}}
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const N = meta.node_names.length;
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const
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const
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for (let i=0;i<N;i++) {{
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if (keep.has(i)) {{
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}}
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Plotly.restyle(container, {{ "marker.opacity": [op], "textfont.color": [txt] }}, [nodeTraceIndex]);
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const s = meta.edge_source_index[e], t = meta.edge_target_index[e];
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const show = keep.has(s) && keep.has(t);
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Plotly.restyle(container, {{
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"line.color": [
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"line.width": [
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}}, [e]);
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}}
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}}
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//
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function resetView() {{
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const N = meta.node_names.length;
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Plotly.restyle(container, {{
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"textfont.color": [Array(N).fill("black")]
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}}, [nodeTraceIndex]);
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for (let e=0;e<edgeCount;e++) {{
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Plotly.restyle(container, {{
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"line.color": [meta.edge_colors[e]],
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"line.width": [meta.edge_widths[e]]
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}}, [e]);
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}}
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// restart a very short simulation to gently re-space nodes
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stoppedManually = false;
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frameCount = 0;
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simulation.alpha(0.6);
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simulation.restart();
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}}
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// click
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container.on(
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const p = evt.points && evt.points[0];
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if (p && p.curveNumber === nodeTraceIndex) {{
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const
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const name = meta.node_names[idx];
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focusNode(name);
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}}
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}});
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// reset button
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document.getElementById("{div_id}-reset").addEventListener("click", resetView);
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</script>
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"""
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return html
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# ---------------------------
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# Company
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# ---------------------------
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def company_trade_summary(company):
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buyers = [a for a,
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sellers = [a for a,
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fresh = [a for a,
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exits = [a for a,
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df = pd.DataFrame({
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"Role": ["Buyer"]*len(buyers) + ["Seller"]*len(sellers) + ["Fresh buy"]*len(fresh) + ["Complete exit"]*len(exits),
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"AMC": buyers + sellers + fresh + exits
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return None, pd.DataFrame([], columns=["Role","AMC"])
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counts = df.groupby("Role").size().reset_index(name="Count")
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fig = go.Figure(go.Bar(x=counts["Role"], y=counts["Count"], marker_color=["green","red","orange","black"][:len(counts)]))
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fig.update_layout(
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return fig, df
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def amc_transfer_summary(amc):
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sold = SELL_MAP.get(amc, [])
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transfers = []
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for s in sold:
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buyers = [a for a,
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for b in buyers:
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transfers.append({"security": s, "buyer_amc": b})
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df = pd.DataFrame(transfers)
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return None, pd.DataFrame([], columns=["security","buyer_amc"])
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counts = df["buyer_amc"].value_counts().reset_index()
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counts.columns = ["Buyer AMC","Count"]
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fig = go.Figure(go.Bar(x=counts["Buyer AMC"], y=counts["Count"], marker_color="
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fig.update_layout(
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return fig, df
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# ---------------------------
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#
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# ---------------------------
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def build_network_html(node_color_company="#FFCF9E",
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G = build_graph(include_transfers=include_transfers)
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fig, meta =
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initial_html = build_network_html()
|
| 447 |
|
|
|
|
|
|
|
|
|
|
| 448 |
responsive_css = """
|
| 449 |
.js-plotly-plot { height:560px !important; }
|
| 450 |
-
@media(max-width:780px){ .js-plotly-plot{ height:
|
| 451 |
"""
|
| 452 |
|
| 453 |
-
with gr.Blocks(css=responsive_css, title="MF Churn Explorer
|
| 454 |
-
gr.Markdown("## Mutual Fund Churn Explorer —
|
| 455 |
|
| 456 |
network_html = gr.HTML(value=initial_html)
|
| 457 |
|
|
@@ -461,27 +435,27 @@ with gr.Blocks(css=responsive_css, title="MF Churn Explorer (Smooth Short Motion
|
|
| 461 |
<div><span style="display:inline-block;width:28px;border-bottom:3px solid #2ca02c;"></span> BUY (green solid)</div>
|
| 462 |
<div><span style="display:inline-block;width:28px;border-bottom:3px dotted #d62728;"></span> SELL (red dotted)</div>
|
| 463 |
<div><span style="display:inline-block;width:28px;border-bottom:3px dashed #888;"></span> TRANSFER (grey dashed — inferred)</div>
|
| 464 |
-
<div><span style="display:inline-block;width:28px;border-bottom:5px solid #2ca02c;"></span> FRESH BUY</div>
|
| 465 |
-
<div><span style="display:inline-block;width:28px;border-bottom:5px solid #d62728;"></span> COMPLETE EXIT</div>
|
| 466 |
</div>
|
| 467 |
""")
|
| 468 |
|
| 469 |
-
with gr.Accordion("Customize Network", open=False):
|
| 470 |
node_color_company = gr.ColorPicker("#FFCF9E", label="Company node color")
|
| 471 |
node_color_amc = gr.ColorPicker("#9EC5FF", label="AMC node color")
|
| 472 |
edge_color_buy = gr.ColorPicker("#2ca02c", label="BUY edge color")
|
| 473 |
edge_color_sell = gr.ColorPicker("#d62728", label="SELL edge color")
|
| 474 |
edge_color_transfer = gr.ColorPicker("#888888", label="Transfer edge color")
|
| 475 |
-
edge_thickness = gr.Slider(0.5, 6.0, 1.
|
| 476 |
-
include_transfers = gr.Checkbox(True, label="Show inferred AMC→AMC transfers")
|
| 477 |
-
|
| 478 |
|
| 479 |
-
gr.Markdown("### Company
|
| 480 |
select_company = gr.Dropdown(choices=COMPANIES, label="Select company")
|
| 481 |
company_plot = gr.Plot()
|
| 482 |
company_table = gr.DataFrame()
|
| 483 |
|
| 484 |
-
gr.Markdown("### AMC
|
| 485 |
select_amc = gr.Dropdown(choices=AMCS, label="Select AMC")
|
| 486 |
amc_plot = gr.Plot()
|
| 487 |
amc_table = gr.DataFrame()
|
|
@@ -497,11 +471,11 @@ with gr.Blocks(css=responsive_css, title="MF Churn Explorer (Smooth Short Motion
|
|
| 497 |
edge_thickness=edge_thickness_val,
|
| 498 |
include_transfers=include_transfers_val)
|
| 499 |
|
| 500 |
-
|
| 501 |
-
|
| 502 |
-
|
| 503 |
-
|
| 504 |
-
|
| 505 |
|
| 506 |
def on_company(c):
|
| 507 |
fig, df = company_trade_summary(c)
|
|
|
|
| 1 |
# app.py
|
| 2 |
+
# Static bipartite network for Mutual Fund Churn Explorer
|
| 3 |
+
# Left = AMCs, Right = Companies. Static positions (no animation). Mobile-safe.
|
|
|
|
| 4 |
|
| 5 |
import gradio as gr
|
| 6 |
import pandas as pd
|
|
|
|
| 11 |
from collections import defaultdict
|
| 12 |
|
| 13 |
# ---------------------------
|
| 14 |
+
# DATA
|
| 15 |
# ---------------------------
|
| 16 |
AMCS = [
|
| 17 |
"SBI MF", "ICICI Pru MF", "HDFC MF", "Nippon India MF", "Kotak MF",
|
|
|
|
| 65 |
FRESH_BUY = sanitize_map(FRESH_BUY)
|
| 66 |
|
| 67 |
# ---------------------------
|
| 68 |
+
# Build graph + inferred transfers
|
| 69 |
# ---------------------------
|
| 70 |
def infer_amc_transfers(buy_map, sell_map):
|
| 71 |
transfers = defaultdict(int)
|
| 72 |
+
c2s = defaultdict(list)
|
| 73 |
+
c2b = defaultdict(list)
|
| 74 |
for amc, comps in sell_map.items():
|
| 75 |
for c in comps:
|
| 76 |
+
c2s[c].append(amc)
|
| 77 |
for amc, comps in buy_map.items():
|
| 78 |
for c in comps:
|
| 79 |
+
c2b[c].append(amc)
|
| 80 |
+
for c in set(c2s.keys()) | set(c2b.keys()):
|
| 81 |
+
for s in c2s[c]:
|
| 82 |
+
for b in c2b[c]:
|
| 83 |
transfers[(s,b)] += 1
|
| 84 |
out = []
|
| 85 |
for (s,b), w in transfers.items():
|
|
|
|
| 90 |
|
| 91 |
def build_graph(include_transfers=True):
|
| 92 |
G = nx.DiGraph()
|
| 93 |
+
for a in AMCS: G.add_node(a, type="amc")
|
| 94 |
+
for c in COMPANIES: G.add_node(c, type="company")
|
| 95 |
+
# buys
|
|
|
|
|
|
|
|
|
|
| 96 |
for amc, comps in BUY_MAP.items():
|
| 97 |
for c in comps:
|
| 98 |
if G.has_edge(amc, c):
|
|
|
|
| 100 |
G[amc][c]["actions"].append("buy")
|
| 101 |
else:
|
| 102 |
G.add_edge(amc, c, weight=1, actions=["buy"])
|
| 103 |
+
# sells
|
| 104 |
for amc, comps in SELL_MAP.items():
|
| 105 |
for c in comps:
|
| 106 |
if G.has_edge(amc, c):
|
|
|
|
| 108 |
G[amc][c]["actions"].append("sell")
|
| 109 |
else:
|
| 110 |
G.add_edge(amc, c, weight=1, actions=["sell"])
|
|
|
|
| 111 |
# complete exits
|
| 112 |
for amc, comps in COMPLETE_EXIT.items():
|
| 113 |
for c in comps:
|
|
|
|
| 116 |
G[amc][c]["actions"].append("complete_exit")
|
| 117 |
else:
|
| 118 |
G.add_edge(amc, c, weight=3, actions=["complete_exit"])
|
| 119 |
+
# fresh buy
|
|
|
|
| 120 |
for amc, comps in FRESH_BUY.items():
|
| 121 |
for c in comps:
|
| 122 |
if G.has_edge(amc, c):
|
|
|
|
| 124 |
G[amc][c]["actions"].append("fresh_buy")
|
| 125 |
else:
|
| 126 |
G.add_edge(amc, c, weight=3, actions=["fresh_buy"])
|
|
|
|
| 127 |
# inferred transfers
|
| 128 |
if include_transfers:
|
| 129 |
for s,b,attr in transfer_edges:
|
| 130 |
if G.has_edge(s,b):
|
| 131 |
+
G[s][b]["weight"] += attr.get("weight",1)
|
| 132 |
G[s][b]["actions"].append("transfer")
|
| 133 |
else:
|
| 134 |
+
G.add_edge(s,b, weight=attr.get("weight",1), actions=["transfer"])
|
| 135 |
return G
|
| 136 |
|
| 137 |
# ---------------------------
|
| 138 |
+
# Static bipartite layout generator
|
| 139 |
+
# ---------------------------
|
| 140 |
+
def bipartite_positions(G, left_nodes, right_nodes, x_left=-1.0, x_right=1.0, y_pad=0.1):
|
| 141 |
+
"""
|
| 142 |
+
Place left_nodes at x_left and right_nodes at x_right.
|
| 143 |
+
Spread nodes vertically from -1..1 with padding y_pad.
|
| 144 |
+
Returns dict {node: (x,y)}
|
| 145 |
+
"""
|
| 146 |
+
pos = {}
|
| 147 |
+
# left column
|
| 148 |
+
nL = len(left_nodes)
|
| 149 |
+
if nL == 1:
|
| 150 |
+
ysL = [0.0]
|
| 151 |
+
else:
|
| 152 |
+
span = 2.0 - 2*y_pad
|
| 153 |
+
ysL = [ -1 + y_pad + i * (span/(nL-1)) for i in range(nL) ]
|
| 154 |
+
for n, y in zip(left_nodes, ysL):
|
| 155 |
+
pos[n] = (x_left, y)
|
| 156 |
+
# right column
|
| 157 |
+
nR = len(right_nodes)
|
| 158 |
+
if nR == 1:
|
| 159 |
+
ysR = [0.0]
|
| 160 |
+
else:
|
| 161 |
+
span = 2.0 - 2*y_pad
|
| 162 |
+
ysR = [ -1 + y_pad + i * (span/(nR-1)) for i in range(nR) ]
|
| 163 |
+
for n, y in zip(right_nodes, ysR):
|
| 164 |
+
pos[n] = (x_right, y)
|
| 165 |
+
return pos
|
| 166 |
+
|
| 167 |
+
# ---------------------------
|
| 168 |
+
# Build static Plotly figure
|
| 169 |
# ---------------------------
|
| 170 |
+
def build_plotly_static_figure(G,
|
| 171 |
+
node_color_amc="#9EC5FF",
|
| 172 |
+
node_color_company="#FFCF9E",
|
| 173 |
+
edge_color_buy="#2ca02c",
|
| 174 |
+
edge_color_sell="#d62728",
|
| 175 |
+
edge_color_transfer="#888888",
|
| 176 |
+
edge_thickness=1.6):
|
| 177 |
+
# positions: left=AMCS, right=COMPANIES
|
| 178 |
+
pos = bipartite_positions(G, AMCS, COMPANIES, x_left=-1.0, x_right=1.0, y_pad=0.06)
|
| 179 |
|
| 180 |
node_names = []
|
| 181 |
node_x = []
|
| 182 |
node_y = []
|
| 183 |
+
node_color = []
|
| 184 |
+
node_size = []
|
| 185 |
+
node_type = []
|
| 186 |
|
| 187 |
for n, d in G.nodes(data=True):
|
| 188 |
node_names.append(n)
|
| 189 |
+
x,y = pos[n]
|
| 190 |
+
node_x.append(x)
|
| 191 |
+
node_y.append(y)
|
| 192 |
if d["type"] == "amc":
|
| 193 |
+
node_color.append(node_color_amc); node_size.append(36); node_type.append("amc")
|
|
|
|
| 194 |
else:
|
| 195 |
+
node_color.append(node_color_company); node_size.append(52); node_type.append("company")
|
|
|
|
| 196 |
|
| 197 |
+
# create edge traces (one per edge for easy restyle)
|
| 198 |
edge_traces = []
|
| 199 |
+
edge_src_idx = []
|
| 200 |
+
edge_tgt_idx = []
|
| 201 |
+
edge_colors = []
|
| 202 |
+
edge_widths = []
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 203 |
|
| 204 |
+
for u,v,attrs in G.edges(data=True):
|
| 205 |
+
x0,y0 = pos[u]; x1,y1 = pos[v]
|
| 206 |
acts = attrs.get("actions", [])
|
| 207 |
w = attrs.get("weight", 1)
|
| 208 |
if "complete_exit" in acts:
|
| 209 |
+
color = edge_color_sell; width = edge_thickness * 3; dash = "solid"
|
| 210 |
elif "fresh_buy" in acts:
|
| 211 |
+
color = edge_color_buy; width = edge_thickness * 3; dash = "solid"
|
| 212 |
elif "transfer" in acts:
|
| 213 |
+
color = edge_color_transfer; width = edge_thickness * (1 + np.log1p(w)); dash = "dash"
|
| 214 |
elif "sell" in acts:
|
| 215 |
+
color = edge_color_sell; width = edge_thickness * (1 + np.log1p(w)); dash = "dot"
|
| 216 |
else:
|
| 217 |
+
color = edge_color_buy; width = edge_thickness * (1 + np.log1p(w)); dash = "solid"
|
| 218 |
+
|
| 219 |
+
edge_traces.append(go.Scatter(
|
| 220 |
+
x=[x0, x1], y=[y0, y1],
|
| 221 |
+
mode="lines",
|
| 222 |
+
line=dict(color=color, width=width, dash=dash),
|
| 223 |
+
hoverinfo="text",
|
| 224 |
+
text=f"{u} → {v} ({', '.join(acts)})"
|
| 225 |
+
))
|
| 226 |
+
edge_src_idx.append(node_names.index(u))
|
| 227 |
+
edge_tgt_idx.append(node_names.index(v))
|
| 228 |
+
edge_colors.append(color)
|
| 229 |
+
edge_widths.append(width)
|
| 230 |
+
|
| 231 |
+
node_trace = go.Scatter(
|
| 232 |
+
x=node_x, y=node_y,
|
| 233 |
+
mode="markers+text",
|
| 234 |
+
marker=dict(color=node_color, size=node_size, line=dict(width=2, color="#222")),
|
| 235 |
+
text=node_names,
|
| 236 |
+
textposition="middle right",
|
| 237 |
+
hoverinfo="text"
|
| 238 |
+
)
|
| 239 |
|
| 240 |
fig = go.Figure(data=edge_traces + [node_trace])
|
| 241 |
+
fig.update_layout(
|
| 242 |
+
title="Mutual Fund Churn — Static Bipartite Layout",
|
| 243 |
+
showlegend=False,
|
| 244 |
+
autosize=True,
|
| 245 |
+
margin=dict(l=10, r=10, t=40, b=10),
|
| 246 |
+
xaxis=dict(visible=False),
|
| 247 |
+
yaxis=dict(visible=False)
|
| 248 |
+
)
|
| 249 |
|
| 250 |
meta = {
|
| 251 |
"node_names": node_names,
|
| 252 |
+
"edge_source_index": edge_src_idx,
|
| 253 |
+
"edge_target_index": edge_tgt_idx,
|
| 254 |
+
"edge_colors": edge_colors,
|
| 255 |
+
"edge_widths": edge_widths,
|
| 256 |
+
"node_x": node_x,
|
| 257 |
+
"node_y": node_y,
|
| 258 |
}
|
| 259 |
|
| 260 |
return fig, meta
|
| 261 |
|
| 262 |
# ---------------------------
|
| 263 |
+
# Make HTML (static) with JS click handlers
|
| 264 |
# ---------------------------
|
| 265 |
+
def make_static_html(fig, meta, div_id="network-plot-div"):
|
| 266 |
fig_json = json.dumps(fig.to_plotly_json())
|
| 267 |
meta_json = json.dumps(meta)
|
| 268 |
+
# NOTE: inside this f-string we must double braces for JS object blocks
|
|
|
|
|
|
|
|
|
|
| 269 |
html = f"""
|
| 270 |
+
<div id="{div_id}" style="width:100%; height:580px;"></div>
|
| 271 |
<div style="margin-top:6px;">
|
| 272 |
<button id="{div_id}-reset" style="padding:8px 12px; border-radius:6px;">Reset</button>
|
|
|
|
| 273 |
</div>
|
| 274 |
|
|
|
|
| 275 |
<script src="https://cdn.plot.ly/plotly-latest.min.js"></script>
|
| 276 |
|
| 277 |
<script>
|
| 278 |
const fig = {fig_json};
|
| 279 |
const meta = {meta_json};
|
| 280 |
const container = document.getElementById("{div_id}");
|
| 281 |
+
|
| 282 |
+
// Render plotly figure (static positions embedded)
|
| 283 |
Plotly.newPlot(container, fig.data, fig.layout, {{responsive:true}});
|
| 284 |
|
| 285 |
const nodeTraceIndex = fig.data.length - 1;
|
| 286 |
const edgeCount = fig.data.length - 1;
|
| 287 |
|
| 288 |
+
// Map name -> index
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 289 |
const nameToIndex = {{}};
|
| 290 |
+
meta.node_names.forEach((n,i) => nameToIndex[n]=i);
|
| 291 |
|
| 292 |
+
// Focus node: show only node + neighbors, hide others (including labels)
|
| 293 |
function focusNode(name) {{
|
| 294 |
const idx = nameToIndex[name];
|
| 295 |
const keep = new Set([idx]);
|
| 296 |
+
|
| 297 |
for (let e=0; e < meta.edge_source_index.length; e++) {{
|
| 298 |
const s = meta.edge_source_index[e], t = meta.edge_target_index[e];
|
| 299 |
if (s === idx) keep.add(t);
|
|
|
|
| 301 |
}}
|
| 302 |
|
| 303 |
const N = meta.node_names.length;
|
| 304 |
+
const nodeOp = Array(N).fill(0.0);
|
| 305 |
+
const textColors = Array(N).fill("rgba(0,0,0,0)");
|
| 306 |
for (let i=0;i<N;i++) {{
|
| 307 |
+
if (keep.has(i)) {{ nodeOp[i]=1.0; textColors[i]="black"; }}
|
| 308 |
}}
|
|
|
|
| 309 |
|
| 310 |
+
Plotly.restyle(container, {{
|
| 311 |
+
"marker.opacity": [nodeOp],
|
| 312 |
+
"textfont.color": [textColors]
|
| 313 |
+
}}, [nodeTraceIndex]);
|
| 314 |
+
|
| 315 |
+
// edges: show only those connecting kept nodes
|
| 316 |
+
for (let e=0; e < edgeCount; e++) {{
|
| 317 |
const s = meta.edge_source_index[e], t = meta.edge_target_index[e];
|
| 318 |
const show = keep.has(s) && keep.has(t);
|
| 319 |
+
const color = show ? meta.edge_colors[e] : "rgba(0,0,0,0)";
|
| 320 |
+
const width = show ? meta.edge_widths[e] : 0.1;
|
| 321 |
Plotly.restyle(container, {{
|
| 322 |
+
"line.color": [color],
|
| 323 |
+
"line.width": [width]
|
| 324 |
}}, [e]);
|
| 325 |
}}
|
| 326 |
}}
|
| 327 |
|
| 328 |
+
// Reset view
|
| 329 |
function resetView() {{
|
| 330 |
const N = meta.node_names.length;
|
| 331 |
Plotly.restyle(container, {{
|
|
|
|
| 333 |
"textfont.color": [Array(N).fill("black")]
|
| 334 |
}}, [nodeTraceIndex]);
|
| 335 |
|
| 336 |
+
for (let e=0; e < edgeCount; e++) {{
|
| 337 |
Plotly.restyle(container, {{
|
| 338 |
"line.color": [meta.edge_colors[e]],
|
| 339 |
"line.width": [meta.edge_widths[e]]
|
| 340 |
}}, [e]);
|
| 341 |
}}
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 342 |
}}
|
| 343 |
|
| 344 |
+
// Hook click
|
| 345 |
+
container.on('plotly_click', function(evt) {{
|
| 346 |
const p = evt.points && evt.points[0];
|
| 347 |
if (p && p.curveNumber === nodeTraceIndex) {{
|
| 348 |
+
const name = meta.node_names[p.pointNumber];
|
|
|
|
| 349 |
focusNode(name);
|
| 350 |
}}
|
| 351 |
}});
|
| 352 |
|
| 353 |
+
// Hook reset button
|
| 354 |
document.getElementById("{div_id}-reset").addEventListener("click", resetView);
|
| 355 |
</script>
|
| 356 |
"""
|
| 357 |
return html
|
| 358 |
|
| 359 |
# ---------------------------
|
| 360 |
+
# Company & AMC summaries (unchanged)
|
| 361 |
# ---------------------------
|
| 362 |
def company_trade_summary(company):
|
| 363 |
+
buyers = [a for a,cs in BUY_MAP.items() if company in cs]
|
| 364 |
+
sellers = [a for a,cs in SELL_MAP.items() if company in cs]
|
| 365 |
+
fresh = [a for a,cs in FRESH_BUY.items() if company in cs]
|
| 366 |
+
exits = [a for a,cs in COMPLETE_EXIT.items() if company in cs]
|
| 367 |
+
|
| 368 |
df = pd.DataFrame({
|
| 369 |
"Role": ["Buyer"]*len(buyers) + ["Seller"]*len(sellers) + ["Fresh buy"]*len(fresh) + ["Complete exit"]*len(exits),
|
| 370 |
"AMC": buyers + sellers + fresh + exits
|
|
|
|
| 373 |
return None, pd.DataFrame([], columns=["Role","AMC"])
|
| 374 |
counts = df.groupby("Role").size().reset_index(name="Count")
|
| 375 |
fig = go.Figure(go.Bar(x=counts["Role"], y=counts["Count"], marker_color=["green","red","orange","black"][:len(counts)]))
|
| 376 |
+
fig.update_layout(title=f"Trade summary for {company}", margin=dict(t=30,b=10))
|
| 377 |
return fig, df
|
| 378 |
|
| 379 |
def amc_transfer_summary(amc):
|
| 380 |
sold = SELL_MAP.get(amc, [])
|
| 381 |
transfers = []
|
| 382 |
for s in sold:
|
| 383 |
+
buyers = [a for a,cs in BUY_MAP.items() if s in cs]
|
| 384 |
for b in buyers:
|
| 385 |
transfers.append({"security": s, "buyer_amc": b})
|
| 386 |
df = pd.DataFrame(transfers)
|
|
|
|
| 388 |
return None, pd.DataFrame([], columns=["security","buyer_amc"])
|
| 389 |
counts = df["buyer_amc"].value_counts().reset_index()
|
| 390 |
counts.columns = ["Buyer AMC","Count"]
|
| 391 |
+
fig = go.Figure(go.Bar(x=counts["Buyer AMC"], y=counts["Count"], marker_color="gray"))
|
| 392 |
+
fig.update_layout(title=f"Inferred transfers from {amc}", margin=dict(t=30,b=10))
|
| 393 |
return fig, df
|
| 394 |
|
| 395 |
# ---------------------------
|
| 396 |
+
# Build static figure & meta
|
| 397 |
# ---------------------------
|
| 398 |
+
def build_network_html(node_color_company="#FFCF9E",
|
| 399 |
+
node_color_amc="#9EC5FF",
|
| 400 |
+
edge_color_buy="#2ca02c",
|
| 401 |
+
edge_color_sell="#d62728",
|
| 402 |
+
edge_color_transfer="#888888",
|
| 403 |
+
edge_thickness=1.6,
|
| 404 |
+
include_transfers=True):
|
| 405 |
G = build_graph(include_transfers=include_transfers)
|
| 406 |
+
fig, meta = build_plotly_static_figure(
|
| 407 |
+
G,
|
| 408 |
+
node_color_amc=node_color_amc,
|
| 409 |
+
node_color_company=node_color_company,
|
| 410 |
+
edge_color_buy=edge_color_buy,
|
| 411 |
+
edge_color_sell=edge_color_sell,
|
| 412 |
+
edge_color_transfer=edge_color_transfer,
|
| 413 |
+
edge_thickness=edge_thickness
|
| 414 |
+
)
|
| 415 |
+
return make_static_html(fig, meta)
|
| 416 |
|
| 417 |
initial_html = build_network_html()
|
| 418 |
|
| 419 |
+
# ---------------------------
|
| 420 |
+
# Gradio UI
|
| 421 |
+
# ---------------------------
|
| 422 |
responsive_css = """
|
| 423 |
.js-plotly-plot { height:560px !important; }
|
| 424 |
+
@media(max-width:780px){ .js-plotly-plot{ height:520px !important; } }
|
| 425 |
"""
|
| 426 |
|
| 427 |
+
with gr.Blocks(css=responsive_css, title="MF Churn Explorer — Static Bipartite") as demo:
|
| 428 |
+
gr.Markdown("## Mutual Fund Churn Explorer — Static Bipartite Layout (mobile-friendly)")
|
| 429 |
|
| 430 |
network_html = gr.HTML(value=initial_html)
|
| 431 |
|
|
|
|
| 435 |
<div><span style="display:inline-block;width:28px;border-bottom:3px solid #2ca02c;"></span> BUY (green solid)</div>
|
| 436 |
<div><span style="display:inline-block;width:28px;border-bottom:3px dotted #d62728;"></span> SELL (red dotted)</div>
|
| 437 |
<div><span style="display:inline-block;width:28px;border-bottom:3px dashed #888;"></span> TRANSFER (grey dashed — inferred)</div>
|
| 438 |
+
<div><span style="display:inline-block;width:28px;border-bottom:5px solid #2ca02c;"></span> FRESH BUY (thick green)</div>
|
| 439 |
+
<div><span style="display:inline-block;width:28px;border-bottom:5px solid #d62728;"></span> COMPLETE EXIT (thick red)</div>
|
| 440 |
</div>
|
| 441 |
""")
|
| 442 |
|
| 443 |
+
with gr.Accordion("Customize Network (static)", open=False):
|
| 444 |
node_color_company = gr.ColorPicker("#FFCF9E", label="Company node color")
|
| 445 |
node_color_amc = gr.ColorPicker("#9EC5FF", label="AMC node color")
|
| 446 |
edge_color_buy = gr.ColorPicker("#2ca02c", label="BUY edge color")
|
| 447 |
edge_color_sell = gr.ColorPicker("#d62728", label="SELL edge color")
|
| 448 |
edge_color_transfer = gr.ColorPicker("#888888", label="Transfer edge color")
|
| 449 |
+
edge_thickness = gr.Slider(0.5, 6.0, value=1.6, step=0.1, label="Edge thickness")
|
| 450 |
+
include_transfers = gr.Checkbox(value=True, label="Show inferred AMC→AMC transfers")
|
| 451 |
+
update_button = gr.Button("Update Graph")
|
| 452 |
|
| 453 |
+
gr.Markdown("### Inspect Company (buyers / sellers)")
|
| 454 |
select_company = gr.Dropdown(choices=COMPANIES, label="Select company")
|
| 455 |
company_plot = gr.Plot()
|
| 456 |
company_table = gr.DataFrame()
|
| 457 |
|
| 458 |
+
gr.Markdown("### Inspect AMC (inferred transfers)")
|
| 459 |
select_amc = gr.Dropdown(choices=AMCS, label="Select AMC")
|
| 460 |
amc_plot = gr.Plot()
|
| 461 |
amc_table = gr.DataFrame()
|
|
|
|
| 471 |
edge_thickness=edge_thickness_val,
|
| 472 |
include_transfers=include_transfers_val)
|
| 473 |
|
| 474 |
+
update_button.click(update_network,
|
| 475 |
+
inputs=[node_color_company, node_color_amc,
|
| 476 |
+
edge_color_buy, edge_color_sell, edge_color_transfer,
|
| 477 |
+
edge_thickness, include_transfers],
|
| 478 |
+
outputs=[network_html])
|
| 479 |
|
| 480 |
def on_company(c):
|
| 481 |
fig, df = company_trade_summary(c)
|