Add configurable locale/display formatting environment variables (`PALLADIUM_CURRENCY_SYMBOL`, `PALLADIUM_THOUSANDS_SEP`, `PALLADIUM_DECIMAL_SEP`) to support regional number formatting in the Streamlit app. Update `.env.example` with documentation for these new variables. Also refresh `00_setup.ipynb` with current execution outputs reflecting a live Athena connection with report templates, a selected client (Global Guardian Insurance, ID=2), and resolved NameError in assumption override cells.
144 lines
4.7 KiB
Python
144 lines
4.7 KiB
Python
"""Version history tab — list, diff, save, restore."""
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from __future__ import annotations
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import streamlit as st
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from app.utils import icon
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from app.views._helpers import safe
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from core.tei_client import TEIClient
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def _flatten_values(values: list[dict]) -> dict[str, dict]:
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"""Index a values list by field_key for easy diffing."""
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return {v.get("field_key", ""): v for v in values}
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def _diff_rows(a: dict[str, dict], b: dict[str, dict]) -> list[dict]:
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"""Return one row per field with side-by-side year values."""
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keys = sorted(set(a.keys()) | set(b.keys()))
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rows: list[dict] = []
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def _years_of(v: dict) -> dict:
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"""Accept both friendly (year_values) and wire (nested years) shapes."""
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if isinstance(v.get("year_values"), dict):
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return {str(k): val for k, val in v["year_values"].items()}
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if isinstance(v.get("years"), dict):
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return {
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str(k): (cell or {}).get("value")
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for k, cell in v["years"].items()
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}
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if v.get("value") is not None:
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return {"1": v["value"]}
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return {}
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for k in keys:
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av = a.get(k, {}) or {}
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bv = b.get(k, {}) or {}
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ay = _years_of(av)
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by = _years_of(bv)
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years = sorted(set(ay.keys()) | set(by.keys()), key=lambda x: int(x))
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for y in years:
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a_val = float(ay.get(y) or 0)
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b_val = float(by.get(y) or 0)
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if abs(a_val - b_val) < 1e-9:
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continue
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rows.append(
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{
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"field_key": k,
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"year": y,
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"left": a_val,
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"right": b_val,
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"delta": b_val - a_val,
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}
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)
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return rows
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def render(client: TEIClient, tool: dict) -> None:
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st.markdown(
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f"<h2>{icon('clock-history')} Versions</h2>",
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unsafe_allow_html=True,
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)
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public_id = tool["id"]
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versions = safe(client.list_versions, public_id) or []
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versions = sorted(
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versions, key=lambda v: int(v.get("version_number") or 0), reverse=True
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)
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# Save new version
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with st.expander("Save current state as a new version", expanded=not versions):
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note = st.text_area(
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"Version note",
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placeholder=(
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"What changed? E.g. 'CFO confirmed 1.8M contacts/month; "
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"raised legacy license cost from $160 to $180/agent.'"
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),
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)
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if st.button("Save version", disabled=not note.strip()):
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result = safe(client.save_version, public_id, note.strip())
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if result:
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st.success(
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f"Saved version {result.get('version_number', '?')}."
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)
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st.rerun()
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if not versions:
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st.info("No versions saved yet.")
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return
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# Listing
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st.subheader("History")
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rows = []
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for v in versions:
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snap = v.get("summary_snapshot") or v.get("summary") or {}
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rows.append(
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{
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"Version": v.get("version_number"),
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"Date": v.get("created_at") or v.get("date"),
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"NPV": float(snap.get("net_present_value") or snap.get("npv") or 0),
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"ROI %": float(
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snap.get("roi_percentage")
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or snap.get("roi")
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or snap.get("roi_pct")
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or 0
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),
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"Note": v.get("note", ""),
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}
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)
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st.dataframe(rows, width="stretch", hide_index=True)
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# Compare two versions
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st.subheader("Compare")
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if len(versions) < 2:
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st.caption("Save two or more versions to compare.")
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return
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labels = {f"v{v['version_number']} — {v.get('note', '')[:40]}": v for v in versions}
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keys = list(labels.keys())
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c1, c2 = st.columns(2)
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with c1:
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left_label = st.selectbox("Left (older)", keys, index=min(1, len(keys) - 1))
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with c2:
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right_label = st.selectbox("Right (newer)", keys, index=0)
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if left_label == right_label:
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st.caption("Pick two different versions to see a diff.")
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return
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left = safe(client.get_version, public_id, labels[left_label]["version_number"])
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right = safe(client.get_version, public_id, labels[right_label]["version_number"])
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if not (left and right):
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return
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a_values = left.get("values_snapshot") or left.get("values") or []
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b_values = right.get("values_snapshot") or right.get("values") or []
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diff = _diff_rows(_flatten_values(a_values), _flatten_values(b_values))
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if not diff:
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st.success("No value differences between these versions.")
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else:
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st.dataframe(diff, width="stretch", hide_index=True)
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