Robert Helewka
a2420ed692
Reorganize Palladium codebase into a modular architecture with `core/` shared logic and `app/` Streamlit UI, separating per-study assets into `studies/YYYYMM_<Vendor>/` folders containing notebooks, seed data, and configuration. Update README to reflect new structure, add `.gitignore` entries for `.env` and study exports, and refresh component documentation.
105 lines
3.5 KiB
Python
105 lines
3.5 KiB
Python
"""Financial summary dashboard tab."""
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from __future__ import annotations
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import streamlit as st
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from app.components import charts
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from app.pages._helpers import report_meta, safe
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from core.export import build_report_data
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from core.tei_client import AthenaAPIError, TEIClient
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def render(client: TEIClient, tool: dict) -> None:
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st.header("📊 Financial Summary")
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public_id = tool["id"]
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report = report_meta(client, tool)
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try:
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summary = client.get_summary(public_id)
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except AthenaAPIError as e:
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if e.status_code == 404:
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st.info(
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"No summary yet — click **Recalculate** in the sidebar after "
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"filling in benefits and costs."
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)
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return
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st.error(f"Athena API error: {e.detail}")
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return
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npv = float(summary.get("npv") or 0)
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roi = float(summary.get("roi") or summary.get("roi_pct") or 0)
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payback = summary.get("payback_months")
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bpv = float(summary.get("total_benefits_pv") or 0)
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cpv = float(summary.get("total_costs_pv") or 0)
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cols = st.columns(5)
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cols[0].metric("NPV", f"${npv/1_000_000:,.1f}M")
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cols[1].metric("ROI", f"{roi:,.0f}%")
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cols[2].metric(
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"Payback",
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f"{float(payback):.1f} months" if payback is not None else "N/A",
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)
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cols[3].metric("Benefits PV", f"${bpv/1_000_000:,.1f}M")
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cols[4].metric("Costs PV", f"${cpv/1_000_000:,.1f}M")
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st.divider()
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yb = summary.get("yearly_breakdown") or []
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initial = float(summary.get("initial_costs") or 0)
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if yb:
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charts.cashflow(yb, initial_cost=initial)
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with st.expander("Cash flow table"):
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st.dataframe(yb, use_container_width=True, hide_index=True)
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else:
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st.caption("No yearly breakdown in this summary.")
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# Scenario comparison — computed locally from current values
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with st.expander("Scenario analysis (conservative / moderate / aggressive)"):
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envelope = safe(
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build_report_data,
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client,
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public_id,
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include_scenarios=True,
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study_slug=report.get("name", ""),
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)
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if envelope and envelope.get("scenarios"):
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charts.scenario_bars(envelope["scenarios"])
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rows = [
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{
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"Scenario": k,
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"Benefits PV": float(v.get("total_benefits_pv") or 0),
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"Costs PV": float(v.get("total_costs_pv") or 0),
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"NPV": float(v.get("npv") or 0),
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"ROI %": float(v.get("roi_pct") or 0),
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"Payback (months)": (
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round(float(v.get("payback_months") or 0), 1)
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if v.get("payback_months") is not None
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else None
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),
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}
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for k, v in envelope["scenarios"].items()
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]
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st.dataframe(rows, use_container_width=True, hide_index=True)
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# Export button
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st.divider()
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if st.button("📦 Build export envelope (JSON)"):
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envelope = safe(
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build_report_data,
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client,
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public_id,
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include_scenarios=True,
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study_slug=report.get("name", ""),
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)
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if envelope:
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import json
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data = json.dumps(envelope, indent=2, default=str)
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st.download_button(
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"Download export.json",
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data=data,
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file_name=f"{public_id}_export.json",
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mime="application/json",
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)
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