Files
palladium/app/main.py

210 lines
7.2 KiB
Python

"""
Palladium Streamlit app — TEI data entry, calculation, versioning, export.
Run from the project root::
streamlit run app/main.py
The app picks a TEI tool by ``public_id`` (or creates one from a Report
template) and exposes Benefits, Costs, Summary, and Versions pages. It is
study-agnostic — the field set is loaded dynamically from Athena based on
the linked Report template.
"""
from __future__ import annotations
import sys
from pathlib import Path
# Allow `streamlit run app/main.py` from project root without `pip install -e .`
_ROOT = Path(__file__).resolve().parent.parent
if str(_ROOT) not in sys.path:
sys.path.insert(0, str(_ROOT))
import streamlit as st
from core.tei_client import AthenaAPIError, TEIClient
st.set_page_config(
page_title="Palladium — TEI Calculator",
page_icon="🛡️",
layout="wide",
)
@st.cache_resource(show_spinner=False)
def get_client() -> TEIClient:
return TEIClient()
def _safe_call(fn, *args, **kwargs):
"""Run an API call, surfacing errors as Streamlit messages."""
try:
return fn(*args, **kwargs)
except AthenaAPIError as e:
st.error(f"Athena API error {e.status_code}: {e.detail}")
except ValueError as e:
st.error(str(e))
return None
# CRM lookups, cached briefly so the cascading selects stay snappy.
@st.cache_data(ttl=120, show_spinner=False)
def _crm_clients(_client: TEIClient) -> list[dict]:
try:
return _client.list_clients()
except AthenaAPIError:
return []
@st.cache_data(ttl=120, show_spinner=False)
def _crm_proposals(_client: TEIClient, client_id: int) -> list[dict]:
try:
return _client.proposals_for_client(client_id)
except AthenaAPIError:
return []
@st.cache_data(ttl=120, show_spinner=False)
def _crm_engagements(_client: TEIClient, client_name: str) -> list[dict]:
try:
return _client.engagements_for_client(client_name)
except AthenaAPIError:
return []
def sidebar_tool_picker(client: TEIClient) -> dict | None:
"""Sidebar: pick an existing TEI tool or create one from a report template."""
st.sidebar.title("🛡️ Palladium")
st.sidebar.caption("TEI Calculator")
tools = _safe_call(client.list_tools) or []
if tools:
labels = {
f"{t.get('name', '(unnamed)')}{t.get('id', '')[:8]}": t for t in tools
}
choice = st.sidebar.selectbox("TEI Tool", list(labels.keys()))
tool = labels[choice]
else:
st.sidebar.info("No TEI tools yet. Create one below.")
tool = None
with st.sidebar.expander("Create new tool"):
reports = _safe_call(client.list_reports) or []
if not reports:
st.write("No report templates available.")
else:
report_labels = {f"{r['name']} ({r['vendor']} {r['version']})": r for r in reports}
r_choice = st.selectbox("Report template", list(report_labels.keys()))
# A TEI tool must attach to a Proposal OR an Engagement.
# Cascade: client → proposal/engagement, pulled from the CRM.
clients = _crm_clients(client)
if not clients:
st.warning("No CRM clients found — create one in Athena first.")
return tool
client_labels = {c["name"]: c for c in clients}
c_choice = st.selectbox("Client", list(client_labels.keys()))
crm_client = client_labels[c_choice]
attach_kind = st.radio(
"Attach to", ["Proposal", "Engagement"], horizontal=True
)
proposal_id: int | None = None
engagement_id: int | None = None
if attach_kind == "Proposal":
proposals = _crm_proposals(client, crm_client["id"])
if proposals:
p_labels = {
f"{p.get('name')} ({p.get('status')})": p for p in proposals
}
p_choice = st.selectbox("Proposal", list(p_labels.keys()))
proposal_id = p_labels[p_choice]["id"]
else:
st.info(
f"{crm_client['name']} has no proposals. Create one in "
"Athena (or via 00_provision.ipynb) first."
)
else:
engagements = _crm_engagements(client, crm_client["name"])
if engagements:
e_labels = {
f"{e.get('name')} ({e.get('status')})": e for e in engagements
}
e_choice = st.selectbox("Engagement", list(e_labels.keys()))
engagement_id = e_labels[e_choice]["id"]
else:
st.info(f"{crm_client['name']} has no engagements.")
default_name = f"{crm_client['name']}{report_labels[r_choice]['name']}"
new_name = st.text_input("Tool name", default_name)
if st.button(
"Create", disabled=proposal_id is None and engagement_id is None
):
report = report_labels[r_choice]
created = _safe_call(
client.create_tool,
report_public_id=report["id"],
proposal=proposal_id,
engagement=engagement_id,
name=new_name or None,
)
if created:
st.success(f"Created tool {created.get('id')}")
st.cache_data.clear()
st.rerun()
if tool:
st.sidebar.divider()
_opp = tool.get("opportunity") or {}
_client_name = (_opp.get("client") or {}).get("name")
if _client_name:
st.sidebar.markdown(f"**Client**: {_client_name}")
st.sidebar.markdown(f"**Public ID**: `{tool.get('id')}`")
st.sidebar.markdown(f"**Status**: {tool.get('status', '?')}")
st.sidebar.markdown(f"**Version**: {tool.get('current_version', 0)}")
if st.sidebar.button("🔄 Recalculate"):
_safe_call(client.calculate, tool["id"])
st.toast("Recalculated.", icon="")
st.cache_data.clear()
return tool
def main() -> None:
st.title("Palladium — TEI Calculator")
try:
client = get_client()
except ValueError as e:
st.error(str(e))
st.info("Set ATHENA_BASE_URL and ATHENA_API_KEY in your `.env` file.")
st.stop()
return
tool = sidebar_tool_picker(client)
if tool is None:
st.info("Pick or create a TEI tool from the sidebar to begin.")
return
# Tab navigation — matches `app/pages/*` modules but kept as tabs so all
# views share the chosen tool/state without re-querying.
tabs = st.tabs(["📊 Summary", "💰 Benefits", "💸 Costs", "🕒 Versions"])
from app.pages import benefits as benefits_page
from app.pages import costs as costs_page
from app.pages import summary as summary_page
from app.pages import versions as versions_page
with tabs[0]:
summary_page.render(client, tool)
with tabs[1]:
benefits_page.render(client, tool)
with tabs[2]:
costs_page.render(client, tool)
with tabs[3]:
versions_page.render(client, tool)
if __name__ == "__main__":
main()