""" Plotly charts for TEI analyses. Each function returns a ``plotly.graph_objects.Figure`` so callers can ``.show()`` (notebook), pass to ``st.plotly_chart`` (Streamlit), or write to HTML / image. No styling is hard-coded beyond a neutral default palette. """ from __future__ import annotations from collections.abc import Iterable import plotly.graph_objects as go PALETTE = { "benefits": "#2E7D32", # green "costs": "#C62828", # red "net_positive": "#1565C0", # blue "net_negative": "#C62828", "cumulative": "#616161", # grey } def cashflow_chart( yearly_breakdown: list[dict], *, title: str = "Cash Flow Analysis (Risk-Adjusted)", initial_cost: float = 0.0, ) -> go.Figure: """ Stacked bars of benefits & costs by year + cumulative net line. Mirrors the chart on page 25 of the Forrester Amazon Connect TEI study. """ if not yearly_breakdown: return go.Figure(layout={"title": title}) years = ["Initial"] + [f"Year {row['year']}" for row in yearly_breakdown] benefits = [0.0] + [float(row.get("benefits", 0)) for row in yearly_breakdown] costs = [-float(initial_cost)] + [ -float(row.get("costs", 0)) for row in yearly_breakdown ] # cumulative_net assumes initial cost has already been deducted cumulative = [-float(initial_cost)] + [ float(row.get("cumulative_net", 0)) for row in yearly_breakdown ] fig = go.Figure() fig.add_bar( name="Total benefits", x=years, y=benefits, marker_color=PALETTE["benefits"], ) fig.add_bar( name="Total costs", x=years, y=costs, marker_color=PALETTE["costs"], ) fig.add_scatter( name="Cumulative net benefits", x=years, y=cumulative, mode="lines+markers", line={"color": PALETTE["cumulative"], "width": 3}, ) fig.update_layout( title=title, barmode="relative", yaxis_tickformat="$,.0f", legend={"orientation": "h", "y": -0.15}, margin={"l": 40, "r": 20, "t": 60, "b": 40}, ) return fig def benefits_bar(items: list[dict], *, title: str = "Benefits (Three-Year)") -> go.Figure: """Horizontal bars of risk-adjusted three-year totals per benefit.""" labels: list[str] = [] totals: list[float] = [] for it in items: rf = float(it.get("risk_adjustment") or 0.0) yv = it.get("year_values") or {} ra_total = sum(float(v or 0) * (1.0 - rf) for v in yv.values()) labels.append(it.get("label", "") or it.get("field_key", "")) totals.append(ra_total) fig = go.Figure( go.Bar( x=totals, y=labels, orientation="h", marker_color=PALETTE["benefits"], text=[f"${t/1_000_000:,.1f}M" for t in totals], textposition="auto", ) ) fig.update_layout( title=title, xaxis_tickformat="$,.0f", yaxis={"autorange": "reversed"}, margin={"l": 40, "r": 20, "t": 60, "b": 40}, ) return fig def cost_breakdown_pie( items: list[dict], *, title: str = "Cost Breakdown (Three-Year, Risk-Adjusted)" ) -> go.Figure: """Pie chart of risk-adjusted costs by category/label.""" labels: list[str] = [] values: list[float] = [] for it in items: rf = float(it.get("risk_adjustment") or 0.0) yv = it.get("year_values") or {} initial = float(it.get("initial") or 0.0) ra_total = ( initial * (1.0 + rf) + sum(float(v or 0) * (1.0 + rf) for v in yv.values()) ) labels.append(it.get("label", "") or it.get("field_key", "")) values.append(ra_total) fig = go.Figure(go.Pie(labels=labels, values=values, hole=0.35)) fig.update_layout(title=title, margin={"l": 40, "r": 20, "t": 60, "b": 40}) return fig def scenario_comparison(scenarios: dict) -> go.Figure: """Grouped bars comparing NPV and Costs PV across scenarios.""" keys: list[str] = list(scenarios.keys()) if not keys: return go.Figure() benefits = [float(scenarios[k].get("total_benefits_pv") or 0) for k in keys] costs = [float(scenarios[k].get("total_costs_pv") or 0) for k in keys] npvs = [float(scenarios[k].get("npv") or 0) for k in keys] fig = go.Figure() fig.add_bar(name="Benefits PV", x=keys, y=benefits, marker_color=PALETTE["benefits"]) fig.add_bar(name="Costs PV", x=keys, y=costs, marker_color=PALETTE["costs"]) fig.add_bar(name="NPV", x=keys, y=npvs, marker_color=PALETTE["net_positive"]) fig.update_layout( title="Scenario Comparison", barmode="group", yaxis_tickformat="$,.0f", legend={"orientation": "h", "y": -0.15}, ) return fig def cumulative_benefits_chart( yearly_breakdown: list[dict], *, title: str = "Cumulative Net Benefits", ) -> go.Figure: """Single-line cumulative net benefits trajectory.""" if not yearly_breakdown: return go.Figure(layout={"title": title}) years = [f"Year {row['year']}" for row in yearly_breakdown] cumulative = [float(row.get("cumulative_net", 0)) for row in yearly_breakdown] fig = go.Figure( go.Scatter( x=years, y=cumulative, mode="lines+markers", fill="tozeroy", line={"color": PALETTE["net_positive"], "width": 3}, ) ) fig.update_layout(title=title, yaxis_tickformat="$,.0f") return fig def waterfall(values: Iterable[tuple[str, float]], *, title: str = "TEI Waterfall") -> go.Figure: """ Generic waterfall (pass tuples of (label, value)). Used by 03_business_case to show: Benefits PV → Costs PV → NPV. """ labels, amounts = zip(*values, strict=True) if values else ([], []) measures = ["relative"] * (len(labels) - 1) + ["total"] if labels else [] fig = go.Figure( go.Waterfall( x=list(labels), y=list(amounts), measure=measures, text=[f"${v/1_000_000:,.1f}M" for v in amounts], textposition="outside", ) ) fig.update_layout(title=title, yaxis_tickformat="$,.0f") return fig