# app.py # Mutual Fund Churn Explorer with Gel + Wave Liquid Motion (Option D) # D3 + Plotly hybrid layout # Designed for Hugging Face Spaces (Gradio) 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 # ============================================================ def infer_amc_transfers(buy_map, sell_map): transfers = defaultdict(int) comp_sellers = defaultdict(list) comp_buyers = defaultdict(list) for amc, comps in sell_map.items(): for c in comps: comp_sellers[c].append(amc) for amc, comps in buy_map.items(): for c in comps: comp_buyers[c].append(amc) for c in set(comp_sellers.keys()) | set(comp_buyers.keys()): for s in comp_sellers[c]: for b in comp_buyers[c]: 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") # BUY/SELL edges for amc, comps in BUY_MAP.items(): for c in comps: G.add_edge(amc, c, weight=1, actions=["buy"]) for amc, comps in SELL_MAP.items(): for c in comps: if G.has_edge(amc, c): G[amc][c]["weight"] += 1 G[amc][c]["actions"].append("sell") else: G.add_edge(amc, c, weight=1, actions=["sell"]) # complete exits for amc, comps in COMPLETE_EXIT.items(): for c in comps: if G.has_edge(amc, c): G[amc][c]["weight"] += 3 G[amc][c]["actions"].append("complete_exit") else: G.add_edge(amc, c, weight=3, actions=["complete_exit"]) # fresh buys for amc, comps in FRESH_BUY.items(): for c in comps: if G.has_edge(amc, c): G[amc][c]["weight"] += 3 G[amc][c]["actions"].append("fresh_buy") else: G.add_edge(amc, c, weight=3, actions=["fresh_buy"]) # inferred transfers 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 FIGURE (placeholders — positions will be set by D3) # ============================================================ 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=1.4): node_names = [] node_x = [] node_y = [] node_colors = [] node_sizes = [] for n, d in G.nodes(data=True): node_names.append(n) node_x.append(0) node_y.append(0) if d["type"] == "amc": node_colors.append(node_color_amc) node_sizes.append(36) else: node_colors.append(node_color_company) node_sizes.append(56) edge_traces = [] src_idx = [] tgt_idx = [] e_colors = [] e_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="#aaa", width=1), hoverinfo="none" ) ) src_idx.append(node_names.index(u)) tgt_idx.append(node_names.index(v)) acts = attrs.get("actions", []) w = attrs.get("weight", 1) if "complete_exit" in acts: e_colors.append(edge_color_sell) e_widths.append(edge_thickness * 3) elif "fresh_buy" in acts: e_colors.append(edge_color_buy) e_widths.append(edge_thickness * 3) elif "transfer" in acts: e_colors.append(edge_color_transfer) e_widths.append(edge_thickness * (1 + np.log1p(w))) elif "sell" in acts: e_colors.append(edge_color_sell) e_widths.append(edge_thickness * (1 + np.log1p(w))) else: e_colors.append(edge_color_buy) e_widths.append(edge_thickness * (1 + np.log1p(w))) node_trace = go.Scatter( x=node_x, y=node_y, mode="markers+text", marker=dict(color=node_colors, size=node_sizes, 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( autosize=True, showlegend=False, margin=dict(l=5, r=5, t=30, b=5), xaxis=dict(visible=False), yaxis=dict(visible=False) ) meta = { "node_names": node_names, "edge_source_index": src_idx, "edge_target_index": tgt_idx, "edge_colors": e_colors, "edge_widths": e_widths, "node_sizes": node_sizes } return fig, meta # ============================================================ # D3 + GEL + WAVE Motion Renderer # ============================================================ 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"""
""" return html # ============================================================ # COMPANY / AMC SUMMARY # ============================================================ 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 = go.Figure(go.Bar( x=counts["Role"], y=counts["Count"], marker_color=["green","red","orange","black"][:len(counts)] )) fig.update_layout(title=f"Trades for {company}", margin=dict(t=30,b=5)) 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="gray" )) fig.update_layout(title=f"Inferred transfers from {amc}", margin=dict(t=30,b=5)) return fig, df # ============================================================ # FINAL NETWORK HTML BUILDER # ============================================================ 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=edge_thickness ) return make_network_html(fig, meta) initial_html = build_network_html() # ============================================================ # UI LAYOUT # ============================================================ responsive_css = """ .js-plotly-plot { height:620px !important; } @media(max-width:780px){ .js-plotly-plot{ height:600px !important; } } """ with gr.Blocks(css=responsive_css, title="MF Churn Explorer — Liquid Motion") as demo: gr.Markdown("## Mutual Fund Churn Explorer — Liquid Gel + Wave Motion (L2 + Rhythm)") network_html = gr.HTML(value=initial_html) legend_html = gr.HTML("""
Legend
BUY (green solid)
SELL (red dotted)
TRANSFER (grey dashed — inferred)
FRESH BUY
COMPLETE EXIT
""") with gr.Accordion("Customize Network", 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, 1.4, step=0.1, label="Edge thickness") include_transfers = gr.Checkbox(True, label="Show inferred AMC→AMC transfers") update_btn = gr.Button("Update Graph") gr.Markdown("### Company Summary") select_company = gr.Dropdown(choices=COMPANIES, label="Select company") company_plot = gr.Plot() company_table = gr.DataFrame() gr.Markdown("### AMC Summary (Inferred Transfers)") select_amc = gr.Dropdown(choices=AMCS, label="Select AMC") amc_plot = gr.Plot() amc_table = gr.DataFrame() # Callbacks def update_net(c1,c2,buy,sell,trans,thick,inc): return build_network_html( node_color_company=c1, node_color_amc=c2, edge_color_buy=buy, edge_color_sell=sell, edge_color_transfer=trans, edge_thickness=thick, include_transfers=inc ) update_btn.click( update_net, inputs=[node_color_company,node_color_amc, edge_color_buy,edge_color_sell,edge_color_transfer, edge_thickness,include_transfers], outputs=[network_html] ) 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()