# app.py # D3 physics (client-side) + Plotly visualization for MF churn explorer # Liquid "gel" motion (viscous, slow, ooze-like) - Option L2 # Requirements: gradio, networkx, plotly, pandas, numpy 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) # --------------------------- # BUILD GRAPH # --------------------------- 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) company_to_sellers = defaultdict(list) company_to_buyers = defaultdict(list) for amc, comps in sell_map.items(): for c in comps: company_to_sellers[c].append(amc) for amc, comps in buy_map.items(): for c in comps: company_to_buyers[c].append(amc) for c in set(company_to_sellers.keys()) | set(company_to_buyers.keys()): sellers = company_to_sellers[c] buyers = company_to_buyers[c] for s in sellers: for b in buyers: transfers[(s,b)] += 1 out = [] for (s,b), w in transfers.items(): out.append((s,b, {"action":"transfer","weight":w})) return out 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") 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"]]) 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 # --------------------------- # BUILD PLOTLY FIGURE (placeholders for positions) # --------------------------- 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): node_names = [] node_x = [] node_y = [] node_color = [] node_size = [] for n,d in G.nodes(data=True): node_names.append(n) node_x.append(0.0); node_y.append(0.0) 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_src = [] edge_tgt = [] edge_colors = [] edge_widths = [] for u,v,attrs in G.edges(data=True): edge_traces.append(go.Scatter(x=[0,0], y=[0,0], mode="lines", line=dict(color="#888", width=1), hoverinfo="none")) edge_src.append(node_names.index(u)) edge_tgt.append(node_names.index(v)) acts = attrs.get("actions",[]) weight = attrs.get("weight",1) if "complete_exit" in acts: edge_colors.append(edge_color_sell); edge_widths.append(edge_thickness_base*3) elif "fresh_buy" in acts: edge_colors.append(edge_color_buy); edge_widths.append(edge_thickness_base*3) elif "transfer" in acts: edge_colors.append(edge_color_transfer); edge_widths.append(edge_thickness_base*(1+np.log1p(weight))) elif "sell" in acts: edge_colors.append(edge_color_sell); edge_widths.append(edge_thickness_base*(1+np.log1p(weight))) else: edge_colors.append(edge_color_buy); edge_widths.append(edge_thickness_base*(1+np.log1p(weight))) 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="#222")), 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_src, "edge_target_index": edge_tgt, "edge_colors": edge_colors, "edge_widths": edge_widths, "node_sizes": node_size } return fig, meta # --------------------------- # Build HTML with D3 + viscous "gel" motion # --------------------------- def make_network_html_d3_gel(fig, meta, div_id="network-plot-div"): fig_json = json.dumps(fig.to_plotly_json()) meta_json = json.dumps(meta) html = f"""
""" return html # --------------------------- # Company / AMC summaries (unchanged) # --------------------------- def company_trade_summary(company_name): buyers = [a for a, comps in BUY_MAP.items() if company_name in comps] sellers = [a for a, comps in SELL_MAP.items() if company_name in comps] fresh = [a for a, comps in FRESH_BUY.items() if company_name in comps] exits = [a for a, comps in COMPLETE_EXIT.items() if company_name in comps] 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 = go.Figure(go.Bar(x=counts["Role"], y=counts["Count"], marker_color=["green","red","orange","black"][:len(counts)])) fig.update_layout(title_text=f"Trade summary for {company_name}", autosize=True, margin=dict(t=30,b=10)) return fig, df def amc_transfer_summary(amc_name): sold = SELL_MAP.get(amc_name, []) transfers = [] for s in sold: buyers = [a for a, comps in BUY_MAP.items() if s in comps] 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_name}", autosize=True, margin=dict(t=30,b=10)) return fig, df # --------------------------- # Build initial HTML # --------------------------- 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_d3_gel(fig, meta) initial_html = build_network_html() # --------------------------- # Mobile CSS & UI # --------------------------- 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:560px !important; } @media(max-width:780px){ .js-plotly-plot{ height:520px !important; } } body, html { overflow-x:hidden !important; } """ with gr.Blocks(css=responsive_css, title="MF Churn Explorer (Gel Motion)") as demo: gr.Markdown("## Mutual Fund Churn Explorer — Gel-like liquid motion (L2)") network_html = gr.HTML(value=initial_html) legend_html = gr.HTML(value=\"\"\"
Legend
BUY (green solid)
SELL (red dotted)
TRANSFER (grey dashed — inferred, not actual reported transfer)
FRESH BUY (thick green)
COMPLETE EXIT (thick red)
\"\"\") 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") gr.Markdown("### Inspect Company (buyers / sellers)") select_company = gr.Dropdown(choices=COMPANIES, label="Select company") company_plot = gr.Plot() company_table = gr.DataFrame() gr.Markdown("### Inspect AMC (inferred transfers)") select_amc = gr.Dropdown(choices=AMCS, label="Select AMC") amc_plot = gr.Plot() amc_table = gr.DataFrame() 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]) if __name__ == "__main__": demo.launch()