Spaces:
Running
on
Zero
feat: implement P1 UX improvements - export, validation, and accessibility
Browse files- Add PDF and CSV export functionality with formatted reports
- Implement real-time form validation (email format, password match)
- Add password strength meter with NIST 2024 compliance indicators
- Fix correlation matrix to include all portfolio assets
- Improve WCAG AA colour contrast for accessibility
- Add focus indicators for keyboard navigation
- Update dependencies: reportlab, pypdf, matplotlib, plotly
Phase 7: Export functionality
- New module: backend/export.py with PDF/CSV generation
- Export buttons in results page header
- Temporary file handling for downloads
Phase 8: Form validation
- Real-time email validation with regex
- Password match confirmation
- Visual feedback with checkmarks
Phase 9: Bug fixes and accessibility
- Correlation matrix length alignment fix
- Enhanced colour contrast (demo subtitle, disclaimers, placeholders)
- 3px focus outline for keyboard users
Phase 13: Password strength meter
- 4-tier strength indicator (weak to strong)
- Contextual feedback and improvement suggestions
- Emphasises 15+ character NIST requirement
- app.py +250 -22
- backend/export.py +223 -0
- backend/visualizations/plotly_charts.py +16 -2
- pyproject.toml +5 -0
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@@ -57,6 +57,7 @@ from backend.rate_limiting import (
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)
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from backend.rate_limiting.fixed_window import TieredFixedWindowLimiter
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from backend.auth import auth, UserSession
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def check_authentication(session_state: Dict) -> bool:
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"""Check if user is authenticated or in demo mode."""
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@@ -1569,6 +1570,35 @@ def create_interface() -> gr.Blocks:
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max-height: 400px;
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}
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}
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"""
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with gr.Blocks(
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@@ -1639,14 +1669,16 @@ def create_interface() -> gr.Blocks:
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# Login Tab
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with gr.Tab("Sign In"):
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login_email = gr.Textbox(
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label="Email",
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placeholder="[email protected]",
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type="email"
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)
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login_password = gr.Textbox(
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label="Password",
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placeholder="Enter your password",
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type="password"
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)
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forgot_password_btn = gr.Button(
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"Forgot password?",
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with gr.Tab("Create Account"):
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signup_username = gr.Textbox(
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label="Username (optional)",
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placeholder="Choose a username"
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)
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signup_email = gr.Textbox(
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label="Email",
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placeholder="[email protected]",
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type="email"
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)
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signup_password = gr.Textbox(
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label="Password",
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placeholder="At least
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type="password"
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)
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signup_confirm = gr.Textbox(
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label="Confirm Password",
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placeholder="Re-enter your password",
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type="password"
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)
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gr.Markdown(
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"*By signing up, you agree this is for educational purposes only and not financial advice.*",
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elem_classes="disclaimer-text"
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gr.Markdown("Enter your email address and we'll send you a password reset link.")
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reset_email = gr.Textbox(
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label="Email",
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placeholder="[email protected]",
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type="email"
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)
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with gr.Row():
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reset_submit_btn = gr.Button("Send Reset Link", variant="primary", size="lg")
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# Hidden fields to store recovery token_hash and email (populated by JavaScript)
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recovery_token_hash = gr.Textbox(visible=False, elem_id="recovery-token-hash")
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recovery_email = gr.Textbox(
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label="Email",
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placeholder="[email protected]",
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type="email",
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info="Enter the email address you used to request the password reset"
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)
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new_password = gr.Textbox(
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label="New Password",
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placeholder="At least
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type="password"
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)
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confirm_new_password = gr.Textbox(
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label="Confirm New Password",
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placeholder="Re-enter your new password",
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type="password"
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)
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with gr.Row():
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update_password_btn = gr.Button("Update Password", variant="primary", size="lg")
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# Results Page (tabbed interface)
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with gr.Group(visible=False) as results_page:
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# Main tabbed interface
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with gr.Tabs() as results_tabs:
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# Tab 1: Analysis Results
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logger.error(f"Failed to view historical analysis: {e}")
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return f"**Error**: Failed to load analysis details: {str(e)}"
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def show_history_page():
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"""Navigate to history page."""
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return {
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show_progress="full"
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)
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# Auto-load history when History tab is selected
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def load_history_if_selected(evt: gr.SelectData, session):
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"""Load history only when History tab is selected."""
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if password != confirm_password:
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return current_session, "❌ Passwords do not match"
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-
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-
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success, message, session = await auth.signup(email, password, username)
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@@ -2556,9 +2762,9 @@ Please try again with different parameters.
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"""Synchronous wrapper for login."""
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return asyncio.run(handle_login(email, password, current_session))
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-
def sync_signup(email: str, password: str, confirm_password: str, username: str,
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"""Synchronous wrapper for signup."""
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return asyncio.run(handle_signup(email, password, confirm_password, username,
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def sync_logout(current_session: Dict):
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"""Synchronous wrapper for logout."""
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if password != confirm:
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return "❌ Passwords do not match"
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-
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-
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success, message = await auth.update_password(password, email, token_hash)
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return message
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outputs=[session_state, signup_message]
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)
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# Password reset handlers
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forgot_password_btn.click(
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lambda: (gr.update(visible=False), gr.update(visible=True)),
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)
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from backend.rate_limiting.fixed_window import TieredFixedWindowLimiter
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from backend.auth import auth, UserSession
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+
from backend.export import export_analysis_to_csv, export_analysis_to_pdf
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def check_authentication(session_state: Dict) -> bool:
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"""Check if user is authenticated or in demo mode."""
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max-height: 400px;
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}
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}
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+
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/* Accessibility - WCAG AA Colour Contrast Improvements */
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.demo-subtitle {
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color: rgba(255, 255, 255, 0.95) !important; /* Increased from 0.7 for better contrast */
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font-size: 14px;
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}
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+
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.disclaimer-text {
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color: rgba(255, 255, 255, 0.95) !important; /* Increased contrast */
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font-size: 13px;
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}
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+
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/* Update all placeholder text for better visibility */
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input::placeholder, textarea::placeholder {
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color: rgba(255, 255, 255, 0.7) !important; /* Increased from 0.5 */
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}
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/* Add focus indicators for keyboard navigation */
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input:focus, textarea:focus, button:focus, select:focus {
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outline: 3px solid #4A9EFF !important;
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outline-offset: 2px;
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}
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/* Validation message colours with better contrast */
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#signup-email-validation, #password-match-validation {
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font-size: 0.85rem;
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margin-top: 0.25rem;
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font-weight: 500;
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}
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"""
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with gr.Blocks(
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# Login Tab
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with gr.Tab("Sign In"):
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login_email = gr.Textbox(
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label="Email Address",
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placeholder="[email protected]",
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type="email",
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elem_id="login-email"
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)
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login_password = gr.Textbox(
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label="Password",
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placeholder="Enter your password",
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type="password",
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elem_id="login-password"
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)
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forgot_password_btn = gr.Button(
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"Forgot password?",
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with gr.Tab("Create Account"):
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signup_username = gr.Textbox(
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label="Username (optional)",
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placeholder="Choose a username",
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elem_id="signup-username"
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)
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signup_email = gr.Textbox(
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label="Email Address",
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placeholder="[email protected]",
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type="email",
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elem_id="signup-email"
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)
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signup_email_validation = gr.Markdown("", elem_id="signup-email-validation")
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+
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signup_password = gr.Textbox(
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label="Password",
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placeholder="At least 15 characters (NIST 2024 requirement)",
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type="password",
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elem_id="signup-password"
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)
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signup_password_strength = gr.Markdown("", elem_id="password-strength")
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+
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signup_confirm = gr.Textbox(
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label="Confirm Password",
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placeholder="Re-enter your password",
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type="password",
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elem_id="signup-confirm-password"
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)
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signup_password_match = gr.Markdown("", elem_id="password-match-validation")
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+
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gr.Markdown(
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"*By signing up, you agree this is for educational purposes only and not financial advice.*",
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elem_classes="disclaimer-text"
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gr.Markdown("Enter your email address and we'll send you a password reset link.")
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reset_email = gr.Textbox(
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label="Email Address",
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placeholder="[email protected]",
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type="email",
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elem_id="reset-email"
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)
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with gr.Row():
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reset_submit_btn = gr.Button("Send Reset Link", variant="primary", size="lg")
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# Hidden fields to store recovery token_hash and email (populated by JavaScript)
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recovery_token_hash = gr.Textbox(visible=False, elem_id="recovery-token-hash")
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recovery_email = gr.Textbox(
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label="Email Address",
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| 1766 |
placeholder="[email protected]",
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| 1767 |
type="email",
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info="Enter the email address you used to request the password reset",
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| 1769 |
+
elem_id="recovery-email"
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| 1770 |
)
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| 1771 |
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new_password = gr.Textbox(
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label="New Password",
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+
placeholder="At least 15 characters (NIST 2024 requirement)",
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type="password",
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elem_id="new-password"
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)
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confirm_new_password = gr.Textbox(
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label="Confirm New Password",
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placeholder="Re-enter your new password",
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+
type="password",
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+
elem_id="confirm-new-password"
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)
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with gr.Row():
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update_password_btn = gr.Button("Update Password", variant="primary", size="lg")
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|
| 1970 |
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| 1971 |
# Results Page (tabbed interface)
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| 1972 |
with gr.Group(visible=False) as results_page:
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| 1973 |
+
# Header with actions (always visible)
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| 1974 |
+
with gr.Row(elem_id="results-header"):
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| 1975 |
+
with gr.Column(scale=3):
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| 1976 |
+
gr.Markdown("# Portfolio Analysis Results", elem_classes="page-title")
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| 1977 |
+
with gr.Column(scale=1):
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| 1978 |
+
with gr.Row():
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| 1979 |
+
export_pdf_btn = gr.Button("📄 Export PDF", size="sm")
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| 1980 |
+
export_csv_btn = gr.Button("📊 Export CSV", size="sm")
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| 1981 |
+
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| 1982 |
# Main tabbed interface
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| 1983 |
with gr.Tabs() as results_tabs:
|
| 1984 |
# Tab 1: Analysis Results
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| 2297 |
logger.error(f"Failed to view historical analysis: {e}")
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| 2298 |
return f"**Error**: Failed to load analysis details: {str(e)}"
|
| 2299 |
|
| 2300 |
+
def export_current_analysis_csv():
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| 2301 |
+
"""Export current analysis to CSV.
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| 2302 |
+
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| 2303 |
+
Returns:
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| 2304 |
+
Path to temporary CSV file, or None if no analysis available
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| 2305 |
+
"""
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| 2306 |
+
global LAST_ANALYSIS_STATE
|
| 2307 |
+
|
| 2308 |
+
if not LAST_ANALYSIS_STATE:
|
| 2309 |
+
logger.warning("No analysis state available for CSV export")
|
| 2310 |
+
return None
|
| 2311 |
+
|
| 2312 |
+
try:
|
| 2313 |
+
csv_content = export_analysis_to_csv(LAST_ANALYSIS_STATE)
|
| 2314 |
+
|
| 2315 |
+
# Create temporary file
|
| 2316 |
+
import tempfile
|
| 2317 |
+
with tempfile.NamedTemporaryFile(mode='w', delete=False, suffix='.csv', prefix='portfolio_analysis_') as f:
|
| 2318 |
+
f.write(csv_content)
|
| 2319 |
+
logger.info(f"CSV export created: {f.name}")
|
| 2320 |
+
return f.name
|
| 2321 |
+
except Exception as e:
|
| 2322 |
+
logger.error(f"Failed to export CSV: {e}")
|
| 2323 |
+
return None
|
| 2324 |
+
|
| 2325 |
+
def export_current_analysis_pdf():
|
| 2326 |
+
"""Export current analysis to PDF.
|
| 2327 |
+
|
| 2328 |
+
Returns:
|
| 2329 |
+
Path to temporary PDF file, or None if no analysis available
|
| 2330 |
+
"""
|
| 2331 |
+
global LAST_ANALYSIS_STATE
|
| 2332 |
+
|
| 2333 |
+
if not LAST_ANALYSIS_STATE:
|
| 2334 |
+
logger.warning("No analysis state available for PDF export")
|
| 2335 |
+
return None
|
| 2336 |
+
|
| 2337 |
+
try:
|
| 2338 |
+
pdf_bytes = export_analysis_to_pdf(LAST_ANALYSIS_STATE)
|
| 2339 |
+
|
| 2340 |
+
# Create temporary file
|
| 2341 |
+
import tempfile
|
| 2342 |
+
with tempfile.NamedTemporaryFile(mode='wb', delete=False, suffix='.pdf', prefix='portfolio_analysis_') as f:
|
| 2343 |
+
f.write(pdf_bytes)
|
| 2344 |
+
logger.info(f"PDF export created: {f.name}")
|
| 2345 |
+
return f.name
|
| 2346 |
+
except Exception as e:
|
| 2347 |
+
logger.error(f"Failed to export PDF: {e}")
|
| 2348 |
+
return None
|
| 2349 |
+
|
| 2350 |
+
def validate_email_format(email: str) -> str:
|
| 2351 |
+
"""Validate email format in real-time.
|
| 2352 |
+
|
| 2353 |
+
Args:
|
| 2354 |
+
email: Email address to validate
|
| 2355 |
+
|
| 2356 |
+
Returns:
|
| 2357 |
+
Validation message
|
| 2358 |
+
"""
|
| 2359 |
+
import re
|
| 2360 |
+
|
| 2361 |
+
if not email:
|
| 2362 |
+
return ""
|
| 2363 |
+
|
| 2364 |
+
email_regex = r'^[a-zA-Z0-9._%+-]+@[a-zA-Z0-9.-]+\.[a-zA-Z]{2,}$'
|
| 2365 |
+
|
| 2366 |
+
if re.match(email_regex, email):
|
| 2367 |
+
return "✓ Valid email format"
|
| 2368 |
+
else:
|
| 2369 |
+
return "❌ Invalid email format"
|
| 2370 |
+
|
| 2371 |
+
def validate_password_match(password: str, confirm: str) -> str:
|
| 2372 |
+
"""Check if passwords match in real-time.
|
| 2373 |
+
|
| 2374 |
+
Args:
|
| 2375 |
+
password: Password field value
|
| 2376 |
+
confirm: Confirmation field value
|
| 2377 |
+
|
| 2378 |
+
Returns:
|
| 2379 |
+
Validation message
|
| 2380 |
+
"""
|
| 2381 |
+
if not confirm:
|
| 2382 |
+
return ""
|
| 2383 |
+
|
| 2384 |
+
if password == confirm:
|
| 2385 |
+
return "✓ Passwords match"
|
| 2386 |
+
else:
|
| 2387 |
+
return "❌ Passwords do not match"
|
| 2388 |
+
|
| 2389 |
+
def check_password_strength(password: str) -> str:
|
| 2390 |
+
"""Real-time password strength indicator.
|
| 2391 |
+
|
| 2392 |
+
Args:
|
| 2393 |
+
password: Password to evaluate
|
| 2394 |
+
|
| 2395 |
+
Returns:
|
| 2396 |
+
Strength indicator with feedback
|
| 2397 |
+
"""
|
| 2398 |
+
import re
|
| 2399 |
+
|
| 2400 |
+
if not password:
|
| 2401 |
+
return ""
|
| 2402 |
+
|
| 2403 |
+
score = 0
|
| 2404 |
+
feedback = []
|
| 2405 |
+
|
| 2406 |
+
# Length check (main NIST requirement)
|
| 2407 |
+
if len(password) >= 15:
|
| 2408 |
+
score += 3 # Length is most important
|
| 2409 |
+
elif len(password) >= 12:
|
| 2410 |
+
score += 2
|
| 2411 |
+
feedback.append("15+ characters")
|
| 2412 |
+
elif len(password) >= 8:
|
| 2413 |
+
score += 1
|
| 2414 |
+
feedback.append("15+ characters")
|
| 2415 |
+
else:
|
| 2416 |
+
feedback.append("15+ characters")
|
| 2417 |
+
|
| 2418 |
+
# Optional complexity (not required by NIST)
|
| 2419 |
+
if re.search(r'[A-Z]', password):
|
| 2420 |
+
score += 1
|
| 2421 |
+
if re.search(r'[a-z]', password):
|
| 2422 |
+
score += 1
|
| 2423 |
+
if re.search(r'\d', password):
|
| 2424 |
+
score += 1
|
| 2425 |
+
if re.search(r'[!@#$%^&*(),.?":{}|<>]', password):
|
| 2426 |
+
score += 1
|
| 2427 |
+
|
| 2428 |
+
# Generate feedback message
|
| 2429 |
+
if score <= 2:
|
| 2430 |
+
return "🔴 **Weak** - Add: " + ", ".join(feedback) if feedback else "🔴 **Weak**"
|
| 2431 |
+
elif score <= 4:
|
| 2432 |
+
return "🟠 **Moderate** - " + (("Add: " + ", ".join(feedback)) if feedback else "Consider 15+ characters")
|
| 2433 |
+
elif score <= 6:
|
| 2434 |
+
return "🟡 **Good** - " + (("Add: " + ", ".join(feedback)) if feedback else "Meets requirements")
|
| 2435 |
+
else:
|
| 2436 |
+
return "🟢 **Strong** - Exceeds requirements"
|
| 2437 |
+
|
| 2438 |
def show_history_page():
|
| 2439 |
"""Navigate to history page."""
|
| 2440 |
return {
|
|
|
|
| 2595 |
show_progress="full"
|
| 2596 |
)
|
| 2597 |
|
| 2598 |
+
# Export buttons
|
| 2599 |
+
export_pdf_btn.click(
|
| 2600 |
+
export_current_analysis_pdf,
|
| 2601 |
+
outputs=gr.File(label="Download PDF", visible=True)
|
| 2602 |
+
)
|
| 2603 |
+
|
| 2604 |
+
export_csv_btn.click(
|
| 2605 |
+
export_current_analysis_csv,
|
| 2606 |
+
outputs=gr.File(label="Download CSV", visible=True)
|
| 2607 |
+
)
|
| 2608 |
+
|
| 2609 |
# Auto-load history when History tab is selected
|
| 2610 |
def load_history_if_selected(evt: gr.SelectData, session):
|
| 2611 |
"""Load history only when History tab is selected."""
|
|
|
|
| 2685 |
if password != confirm_password:
|
| 2686 |
return current_session, "❌ Passwords do not match"
|
| 2687 |
|
| 2688 |
+
# NIST SP 800-63B-4: Minimum 15 characters for single-factor auth
|
| 2689 |
+
# No composition rules (uppercase, numbers, symbols) required
|
| 2690 |
+
if len(password) < 15:
|
| 2691 |
+
return current_session, "❌ Password must be at least 15 characters (NIST 2024 requirement)"
|
| 2692 |
|
| 2693 |
success, message, session = await auth.signup(email, password, username)
|
| 2694 |
|
|
|
|
| 2762 |
"""Synchronous wrapper for login."""
|
| 2763 |
return asyncio.run(handle_login(email, password, current_session))
|
| 2764 |
|
| 2765 |
+
def sync_signup(email: str, password: str, confirm_password: str, username: str, current_session: Dict):
|
| 2766 |
"""Synchronous wrapper for signup."""
|
| 2767 |
+
return asyncio.run(handle_signup(email, password, confirm_password, username, current_session))
|
| 2768 |
|
| 2769 |
def sync_logout(current_session: Dict):
|
| 2770 |
"""Synchronous wrapper for logout."""
|
|
|
|
| 2798 |
if password != confirm:
|
| 2799 |
return "❌ Passwords do not match"
|
| 2800 |
|
| 2801 |
+
# NIST SP 800-63B-4: Minimum 15 characters for single-factor auth
|
| 2802 |
+
if len(password) < 15:
|
| 2803 |
+
return "❌ Password must be at least 15 characters (NIST 2024 requirement)"
|
| 2804 |
|
| 2805 |
success, message = await auth.update_password(password, email, token_hash)
|
| 2806 |
return message
|
|
|
|
| 2825 |
outputs=[session_state, signup_message]
|
| 2826 |
)
|
| 2827 |
|
| 2828 |
+
# Real-time email validation
|
| 2829 |
+
signup_email.change(
|
| 2830 |
+
validate_email_format,
|
| 2831 |
+
inputs=[signup_email],
|
| 2832 |
+
outputs=[signup_email_validation]
|
| 2833 |
+
)
|
| 2834 |
+
|
| 2835 |
+
# Real-time password strength meter
|
| 2836 |
+
signup_password.change(
|
| 2837 |
+
check_password_strength,
|
| 2838 |
+
inputs=[signup_password],
|
| 2839 |
+
outputs=[signup_password_strength]
|
| 2840 |
+
)
|
| 2841 |
+
|
| 2842 |
+
# Real-time password match validation
|
| 2843 |
+
signup_confirm.change(
|
| 2844 |
+
validate_password_match,
|
| 2845 |
+
inputs=[signup_password, signup_confirm],
|
| 2846 |
+
outputs=[signup_password_match]
|
| 2847 |
+
)
|
| 2848 |
+
|
| 2849 |
# Password reset handlers
|
| 2850 |
forgot_password_btn.click(
|
| 2851 |
lambda: (gr.update(visible=False), gr.update(visible=True)),
|
|
@@ -0,0 +1,223 @@
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|
|
|
|
|
|
| 1 |
+
"""Export functionality for portfolio analyses.
|
| 2 |
+
|
| 3 |
+
Provides PDF and CSV export capabilities for analysis results.
|
| 4 |
+
"""
|
| 5 |
+
|
| 6 |
+
import io
|
| 7 |
+
from typing import Dict, Any, List, Optional
|
| 8 |
+
from decimal import Decimal
|
| 9 |
+
from datetime import datetime
|
| 10 |
+
import csv
|
| 11 |
+
import logging
|
| 12 |
+
|
| 13 |
+
from reportlab.lib import colors
|
| 14 |
+
from reportlab.lib.pagesizes import letter, A4
|
| 15 |
+
from reportlab.platypus import SimpleDocTemplate, Table, TableStyle, Paragraph, Spacer, PageBreak
|
| 16 |
+
from reportlab.lib.styles import getSampleStyleSheet, ParagraphStyle
|
| 17 |
+
from reportlab.lib.units import inch
|
| 18 |
+
|
| 19 |
+
logger = logging.getLogger(__name__)
|
| 20 |
+
|
| 21 |
+
|
| 22 |
+
def export_analysis_to_csv(analysis_results: Dict[str, Any]) -> str:
|
| 23 |
+
"""Export analysis results to CSV format.
|
| 24 |
+
|
| 25 |
+
Args:
|
| 26 |
+
analysis_results: Complete analysis results dictionary
|
| 27 |
+
|
| 28 |
+
Returns:
|
| 29 |
+
CSV string ready for download
|
| 30 |
+
"""
|
| 31 |
+
output = io.StringIO()
|
| 32 |
+
writer = csv.writer(output)
|
| 33 |
+
|
| 34 |
+
# Headers
|
| 35 |
+
writer.writerow(["Portfolio Analysis Export"])
|
| 36 |
+
writer.writerow(["Generated:", datetime.now().isoformat()])
|
| 37 |
+
writer.writerow([])
|
| 38 |
+
|
| 39 |
+
# Holdings
|
| 40 |
+
writer.writerow(["Portfolio Holdings"])
|
| 41 |
+
writer.writerow(["Ticker", "Quantity", "Market Value", "Weight %"])
|
| 42 |
+
|
| 43 |
+
holdings = analysis_results.get('holdings', [])
|
| 44 |
+
for holding in holdings:
|
| 45 |
+
ticker = holding.get('ticker', '')
|
| 46 |
+
quantity = holding.get('quantity', 0)
|
| 47 |
+
market_value = holding.get('market_value', 0)
|
| 48 |
+
weight = holding.get('weight', 0) * 100
|
| 49 |
+
|
| 50 |
+
writer.writerow([ticker, quantity, f"£{market_value:,.2f}", f"{weight:.2f}%"])
|
| 51 |
+
|
| 52 |
+
writer.writerow([])
|
| 53 |
+
|
| 54 |
+
# Key Metrics
|
| 55 |
+
writer.writerow(["Key Metrics"])
|
| 56 |
+
risk_analysis = analysis_results.get('risk_analysis', {})
|
| 57 |
+
risk_metrics = risk_analysis.get('risk_metrics', {})
|
| 58 |
+
|
| 59 |
+
writer.writerow(["Metric", "Value"])
|
| 60 |
+
writer.writerow(["Sharpe Ratio", risk_metrics.get('sharpe_ratio', 'N/A')])
|
| 61 |
+
|
| 62 |
+
volatility = risk_metrics.get('volatility_annual', 0)
|
| 63 |
+
if isinstance(volatility, (int, float)):
|
| 64 |
+
writer.writerow(["Volatility", f"{volatility*100:.2f}%"])
|
| 65 |
+
else:
|
| 66 |
+
writer.writerow(["Volatility", str(volatility)])
|
| 67 |
+
|
| 68 |
+
var_95 = risk_analysis.get('var_95', {})
|
| 69 |
+
var_value = var_95.get('var_percentage', 'N/A') if isinstance(var_95, dict) else var_95
|
| 70 |
+
writer.writerow(["VaR (95%)", f"{var_value}%"])
|
| 71 |
+
|
| 72 |
+
cvar_95 = risk_analysis.get('cvar_95', {})
|
| 73 |
+
cvar_value = cvar_95.get('cvar_percentage', 'N/A') if isinstance(cvar_95, dict) else cvar_95
|
| 74 |
+
writer.writerow(["CVaR (95%)", f"{cvar_value}%"])
|
| 75 |
+
|
| 76 |
+
writer.writerow([])
|
| 77 |
+
|
| 78 |
+
# AI Synthesis
|
| 79 |
+
writer.writerow(["AI Analysis"])
|
| 80 |
+
ai_synthesis = analysis_results.get('ai_synthesis', '')
|
| 81 |
+
if ai_synthesis:
|
| 82 |
+
# Split into lines for better CSV formatting
|
| 83 |
+
for line in ai_synthesis.split('\n'):
|
| 84 |
+
if line.strip():
|
| 85 |
+
writer.writerow([line.strip()])
|
| 86 |
+
|
| 87 |
+
writer.writerow([])
|
| 88 |
+
|
| 89 |
+
# Recommendations
|
| 90 |
+
writer.writerow(["Recommendations"])
|
| 91 |
+
recommendations = analysis_results.get('recommendations', [])
|
| 92 |
+
for i, rec in enumerate(recommendations, 1):
|
| 93 |
+
writer.writerow([f"{i}.", rec])
|
| 94 |
+
|
| 95 |
+
return output.getvalue()
|
| 96 |
+
|
| 97 |
+
|
| 98 |
+
def export_analysis_to_pdf(analysis_results: Dict[str, Any]) -> bytes:
|
| 99 |
+
"""Export analysis results to PDF format.
|
| 100 |
+
|
| 101 |
+
Args:
|
| 102 |
+
analysis_results: Complete analysis results dictionary
|
| 103 |
+
|
| 104 |
+
Returns:
|
| 105 |
+
PDF bytes ready for download
|
| 106 |
+
"""
|
| 107 |
+
buffer = io.BytesIO()
|
| 108 |
+
doc = SimpleDocTemplate(buffer, pagesize=letter)
|
| 109 |
+
story = []
|
| 110 |
+
styles = getSampleStyleSheet()
|
| 111 |
+
|
| 112 |
+
# Title
|
| 113 |
+
title_style = ParagraphStyle(
|
| 114 |
+
'CustomTitle',
|
| 115 |
+
parent=styles['Heading1'],
|
| 116 |
+
fontSize=24,
|
| 117 |
+
textColor=colors.HexColor('#05478A'),
|
| 118 |
+
spaceAfter=30,
|
| 119 |
+
)
|
| 120 |
+
story.append(Paragraph("Portfolio Analysis Report", title_style))
|
| 121 |
+
story.append(Paragraph(f"Generated: {datetime.now().strftime('%Y-%m-%d %H:%M')}", styles['Normal']))
|
| 122 |
+
story.append(Spacer(1, 0.5*inch))
|
| 123 |
+
|
| 124 |
+
# Holdings Table
|
| 125 |
+
story.append(Paragraph("Portfolio Holdings", styles['Heading2']))
|
| 126 |
+
|
| 127 |
+
holdings = analysis_results.get('holdings', [])
|
| 128 |
+
holdings_data = [["Ticker", "Quantity", "Market Value", "Weight %"]]
|
| 129 |
+
|
| 130 |
+
for holding in holdings:
|
| 131 |
+
ticker = holding.get('ticker', '')
|
| 132 |
+
quantity = holding.get('quantity', 0)
|
| 133 |
+
market_value = holding.get('market_value', 0)
|
| 134 |
+
weight = holding.get('weight', 0) * 100
|
| 135 |
+
|
| 136 |
+
holdings_data.append([
|
| 137 |
+
ticker,
|
| 138 |
+
f"{quantity:.2f}",
|
| 139 |
+
f"£{market_value:,.2f}",
|
| 140 |
+
f"{weight:.2f}%"
|
| 141 |
+
])
|
| 142 |
+
|
| 143 |
+
holdings_table = Table(holdings_data)
|
| 144 |
+
holdings_table.setStyle(TableStyle([
|
| 145 |
+
('BACKGROUND', (0, 0), (-1, 0), colors.HexColor('#05478A')),
|
| 146 |
+
('TEXTCOLOR', (0, 0), (-1, 0), colors.whitesmoke),
|
| 147 |
+
('ALIGN', (0, 0), (-1, -1), 'CENTER'),
|
| 148 |
+
('FONTNAME', (0, 0), (-1, 0), 'Helvetica-Bold'),
|
| 149 |
+
('FONTSIZE', (0, 0), (-1, 0), 12),
|
| 150 |
+
('BOTTOMPADDING', (0, 0), (-1, 0), 12),
|
| 151 |
+
('BACKGROUND', (0, 1), (-1, -1), colors.beige),
|
| 152 |
+
('GRID', (0, 0), (-1, -1), 1, colors.black)
|
| 153 |
+
]))
|
| 154 |
+
|
| 155 |
+
story.append(holdings_table)
|
| 156 |
+
story.append(Spacer(1, 0.5*inch))
|
| 157 |
+
|
| 158 |
+
# Key Metrics
|
| 159 |
+
story.append(Paragraph("Key Metrics", styles['Heading2']))
|
| 160 |
+
|
| 161 |
+
risk_analysis = analysis_results.get('risk_analysis', {})
|
| 162 |
+
risk_metrics = risk_analysis.get('risk_metrics', {})
|
| 163 |
+
|
| 164 |
+
metrics_data = [["Metric", "Value"]]
|
| 165 |
+
metrics_data.append(["Sharpe Ratio", f"{risk_metrics.get('sharpe_ratio', 0):.3f}"])
|
| 166 |
+
|
| 167 |
+
volatility = risk_metrics.get('volatility_annual', 0)
|
| 168 |
+
if isinstance(volatility, (int, float)):
|
| 169 |
+
metrics_data.append(["Volatility", f"{volatility*100:.2f}%"])
|
| 170 |
+
else:
|
| 171 |
+
metrics_data.append(["Volatility", str(volatility)])
|
| 172 |
+
|
| 173 |
+
var_95 = risk_analysis.get('var_95', {})
|
| 174 |
+
var_value = var_95.get('var_percentage', 0) if isinstance(var_95, dict) else var_95
|
| 175 |
+
metrics_data.append(["VaR (95%)", f"{var_value:.2f}%"])
|
| 176 |
+
|
| 177 |
+
cvar_95 = risk_analysis.get('cvar_95', {})
|
| 178 |
+
cvar_value = cvar_95.get('cvar_percentage', 0) if isinstance(cvar_95, dict) else cvar_95
|
| 179 |
+
metrics_data.append(["CVaR (95%)", f"{cvar_value:.2f}%"])
|
| 180 |
+
|
| 181 |
+
metrics_table = Table(metrics_data)
|
| 182 |
+
metrics_table.setStyle(TableStyle([
|
| 183 |
+
('BACKGROUND', (0, 0), (-1, 0), colors.HexColor('#048CFC')),
|
| 184 |
+
('TEXTCOLOR', (0, 0), (-1, 0), colors.whitesmoke),
|
| 185 |
+
('ALIGN', (0, 0), (-1, -1), 'LEFT'),
|
| 186 |
+
('FONTNAME', (0, 0), (-1, 0), 'Helvetica-Bold'),
|
| 187 |
+
('FONTSIZE', (0, 0), (-1, 0), 12),
|
| 188 |
+
('BOTTOMPADDING', (0, 0), (-1, 0), 12),
|
| 189 |
+
('BACKGROUND', (0, 1), (-1, -1), colors.lightblue),
|
| 190 |
+
('GRID', (0, 0), (-1, -1), 1, colors.black)
|
| 191 |
+
]))
|
| 192 |
+
|
| 193 |
+
story.append(metrics_table)
|
| 194 |
+
story.append(Spacer(1, 0.5*inch))
|
| 195 |
+
|
| 196 |
+
# AI Synthesis
|
| 197 |
+
story.append(Paragraph("AI Analysis", styles['Heading2']))
|
| 198 |
+
ai_synthesis = analysis_results.get('ai_synthesis', '')
|
| 199 |
+
if ai_synthesis:
|
| 200 |
+
# Clean and format the text
|
| 201 |
+
paragraphs = ai_synthesis.split('\n\n')
|
| 202 |
+
for para in paragraphs:
|
| 203 |
+
if para.strip():
|
| 204 |
+
story.append(Paragraph(para.strip(), styles['Normal']))
|
| 205 |
+
story.append(Spacer(1, 0.1*inch))
|
| 206 |
+
|
| 207 |
+
# Recommendations
|
| 208 |
+
story.append(Spacer(1, 0.3*inch))
|
| 209 |
+
story.append(Paragraph("Recommendations", styles['Heading2']))
|
| 210 |
+
recommendations = analysis_results.get('recommendations', [])
|
| 211 |
+
for i, rec in enumerate(recommendations, 1):
|
| 212 |
+
story.append(Paragraph(f"{i}. {rec}", styles['Normal']))
|
| 213 |
+
story.append(Spacer(1, 0.1*inch))
|
| 214 |
+
|
| 215 |
+
# Build PDF
|
| 216 |
+
try:
|
| 217 |
+
doc.build(story)
|
| 218 |
+
except Exception as e:
|
| 219 |
+
logger.error(f"Failed to build PDF: {e}")
|
| 220 |
+
raise
|
| 221 |
+
|
| 222 |
+
buffer.seek(0)
|
| 223 |
+
return buffer.getvalue()
|
|
@@ -343,19 +343,33 @@ def create_correlation_heatmap(
|
|
| 343 |
if not historical_data or len(historical_data) < 2:
|
| 344 |
return None
|
| 345 |
|
| 346 |
-
# Build returns dataframe
|
| 347 |
returns_data = {}
|
|
|
|
|
|
|
|
|
|
| 348 |
for ticker, hist in historical_data.items():
|
| 349 |
prices = hist.get('close_prices', [])
|
| 350 |
if len(prices) > 1:
|
| 351 |
returns = pd.Series(prices).pct_change().dropna()
|
| 352 |
returns_data[ticker] = returns
|
|
|
|
| 353 |
|
| 354 |
if len(returns_data) < 2:
|
|
|
|
| 355 |
return None
|
| 356 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 357 |
# Create DataFrame and calculate correlation
|
| 358 |
-
df = pd.DataFrame(
|
|
|
|
|
|
|
|
|
|
|
|
|
| 359 |
corr_matrix = df.corr()
|
| 360 |
|
| 361 |
fig = go.Figure(data=go.Heatmap(
|
|
|
|
| 343 |
if not historical_data or len(historical_data) < 2:
|
| 344 |
return None
|
| 345 |
|
| 346 |
+
# Build returns dataframe - ENSURE ALL ASSETS ARE INCLUDED
|
| 347 |
returns_data = {}
|
| 348 |
+
min_length = float('inf')
|
| 349 |
+
|
| 350 |
+
# First pass: calculate all returns and find minimum length
|
| 351 |
for ticker, hist in historical_data.items():
|
| 352 |
prices = hist.get('close_prices', [])
|
| 353 |
if len(prices) > 1:
|
| 354 |
returns = pd.Series(prices).pct_change().dropna()
|
| 355 |
returns_data[ticker] = returns
|
| 356 |
+
min_length = min(min_length, len(returns))
|
| 357 |
|
| 358 |
if len(returns_data) < 2:
|
| 359 |
+
logger.warning("Insufficient returns data for correlation matrix")
|
| 360 |
return None
|
| 361 |
|
| 362 |
+
# Second pass: align all series to same length
|
| 363 |
+
aligned_returns = {}
|
| 364 |
+
for ticker, returns in returns_data.items():
|
| 365 |
+
aligned_returns[ticker] = returns.iloc[-min_length:]
|
| 366 |
+
|
| 367 |
# Create DataFrame and calculate correlation
|
| 368 |
+
df = pd.DataFrame(aligned_returns)
|
| 369 |
+
|
| 370 |
+
# VERIFY: Check that df contains all expected tickers
|
| 371 |
+
logger.info(f"Correlation matrix includes {len(df.columns)} assets: {list(df.columns)}")
|
| 372 |
+
|
| 373 |
corr_matrix = df.corr()
|
| 374 |
|
| 375 |
fig = go.Figure(data=go.Heatmap(
|
|
@@ -38,6 +38,11 @@ dependencies = [
|
|
| 38 |
"numpy>=2.0.0",
|
| 39 |
"yfinance>=0.2.40",
|
| 40 |
"scipy>=1.11.0",
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 41 |
# ML Models (P1 - Optional)
|
| 42 |
"torch>=2.0.0",
|
| 43 |
"xgboost>=3.1.0",
|
|
|
|
| 38 |
"numpy>=2.0.0",
|
| 39 |
"yfinance>=0.2.40",
|
| 40 |
"scipy>=1.11.0",
|
| 41 |
+
"matplotlib>=3.8.0",
|
| 42 |
+
"plotly>=5.18.0",
|
| 43 |
+
# Export & Reporting
|
| 44 |
+
"reportlab>=4.0.0",
|
| 45 |
+
"pypdf>=3.17.0",
|
| 46 |
# ML Models (P1 - Optional)
|
| 47 |
"torch>=2.0.0",
|
| 48 |
"xgboost>=3.1.0",
|