# 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"""