# app.py # Static bipartite network for Mutual Fund Churn Explorer # Left = AMCs, Right = Companies. Static positions (no animation). Mobile-safe. 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 + inferred 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 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") # buys for amc, comps in BUY_MAP.items(): for c in comps: if G.has_edge(amc, c): G[amc][c]["weight"] += 1 G[amc][c]["actions"].append("buy") else: G.add_edge(amc, c, weight=1, actions=["buy"]) # sells 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 buy 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.get("weight",1) G[s][b]["actions"].append("transfer") else: G.add_edge(s,b, weight=attr.get("weight",1), actions=["transfer"]) return G # --------------------------- # Static bipartite layout generator # --------------------------- def bipartite_positions(G, left_nodes, right_nodes, x_left=-1.0, x_right=1.0, y_pad=0.1): """ Place left_nodes at x_left and right_nodes at x_right. Spread nodes vertically from -1..1 with padding y_pad. Returns dict {node: (x,y)} """ pos = {} # left column nL = len(left_nodes) if nL == 1: ysL = [0.0] else: span = 2.0 - 2*y_pad ysL = [ -1 + y_pad + i * (span/(nL-1)) for i in range(nL) ] for n, y in zip(left_nodes, ysL): pos[n] = (x_left, y) # right column nR = len(right_nodes) if nR == 1: ysR = [0.0] else: span = 2.0 - 2*y_pad ysR = [ -1 + y_pad + i * (span/(nR-1)) for i in range(nR) ] for n, y in zip(right_nodes, ysR): pos[n] = (x_right, y) return pos # --------------------------- # Build static Plotly figure # --------------------------- def build_plotly_static_figure(G, node_color_amc="#9EC5FF", node_color_company="#FFCF9E", edge_color_buy="#2ca02c", edge_color_sell="#d62728", edge_color_transfer="#888888", edge_thickness=1.6): # positions: left=AMCS, right=COMPANIES pos = bipartite_positions(G, AMCS, COMPANIES, x_left=-1.0, x_right=1.0, y_pad=0.06) node_names = [] node_x = [] node_y = [] node_color = [] node_size = [] node_type = [] for n, d in G.nodes(data=True): node_names.append(n) x,y = pos[n] node_x.append(x) node_y.append(y) if d["type"] == "amc": node_color.append(node_color_amc); node_size.append(36); node_type.append("amc") else: node_color.append(node_color_company); node_size.append(52); node_type.append("company") # create edge traces (one per edge for easy restyle) edge_traces = [] edge_src_idx = [] edge_tgt_idx = [] edge_colors = [] edge_widths = [] for u,v,attrs in G.edges(data=True): x0,y0 = pos[u]; x1,y1 = pos[v] acts = attrs.get("actions", []) w = attrs.get("weight", 1) if "complete_exit" in acts: color = edge_color_sell; width = edge_thickness * 3; dash = "solid" elif "fresh_buy" in acts: color = edge_color_buy; width = edge_thickness * 3; dash = "solid" elif "transfer" in acts: color = edge_color_transfer; width = edge_thickness * (1 + np.log1p(w)); dash = "dash" elif "sell" in acts: color = edge_color_sell; width = edge_thickness * (1 + np.log1p(w)); dash = "dot" else: color = edge_color_buy; width = edge_thickness * (1 + np.log1p(w)); dash = "solid" edge_traces.append(go.Scatter( x=[x0, x1], y=[y0, y1], mode="lines", line=dict(color=color, width=width, dash=dash), hoverinfo="text", text=f"{u} → {v} ({', '.join(acts)})" )) edge_src_idx.append(node_names.index(u)) edge_tgt_idx.append(node_names.index(v)) edge_colors.append(color) edge_widths.append(width) 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="middle right", hoverinfo="text" ) fig = go.Figure(data=edge_traces + [node_trace]) fig.update_layout( title="Mutual Fund Churn — Static Bipartite Layout", showlegend=False, autosize=True, margin=dict(l=10, r=10, t=40, b=10), xaxis=dict(visible=False), yaxis=dict(visible=False) ) meta = { "node_names": node_names, "edge_source_index": edge_src_idx, "edge_target_index": edge_tgt_idx, "edge_colors": edge_colors, "edge_widths": edge_widths, "node_x": node_x, "node_y": node_y, } return fig, meta # --------------------------- # Make HTML (static) with JS click handlers # --------------------------- def make_static_html(fig, meta, div_id="network-plot-div"): fig_json = json.dumps(fig.to_plotly_json()) meta_json = json.dumps(meta) # NOTE: inside this f-string we must double braces for JS object blocks html = f"""
""" return html # --------------------------- # Company & AMC summaries (unchanged) # --------------------------- 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"Trade summary for {company}", margin=dict(t=30,b=10)) 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=10)) return fig, df # --------------------------- # Build static figure & meta # --------------------------- 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=1.6, include_transfers=True): G = build_graph(include_transfers=include_transfers) fig, meta = build_plotly_static_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_static_html(fig, meta) initial_html = build_network_html() # --------------------------- # Gradio UI # --------------------------- responsive_css = """ .js-plotly-plot { height:560px !important; } @media(max-width:780px){ .js-plotly-plot{ height:520px !important; } } """ with gr.Blocks(css=responsive_css, title="MF Churn Explorer — Static Bipartite") as demo: gr.Markdown("## Mutual Fund Churn Explorer — Static Bipartite Layout (mobile-friendly)") network_html = gr.HTML(value=initial_html) legend_html = gr.HTML("""
Legend
BUY (green solid)
SELL (red dotted)
TRANSFER (grey dashed — inferred)
FRESH BUY (thick green)
COMPLETE EXIT (thick red)
""") with gr.Accordion("Customize Network (static)", 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=1.6, step=0.1, label="Edge thickness") include_transfers = gr.Checkbox(value=True, label="Show inferred AMC→AMC transfers") update_button = gr.Button("Update 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(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) update_button.click(update_network, 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()