Update app.py
Browse files
app.py
CHANGED
@@ -1,508 +1,29 @@
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import streamlit as st
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import
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import numpy as np
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import os
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from datetime import datetime, timedelta, date
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import time
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import io
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import base64
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# Import your existing pages (make sure they're in the same directory or in a 'pages' directory)
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# If you have these in separate files, you'll need to adjust the imports
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# For example:
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# from pages.dashboard import render_financial_dashboard
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# from pages.decision_simulator import render_decision_simulator
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# from pages.fund_monitoring import render_fund_monitoring
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# from pages.advisor import render_ai_financial_advisor
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# Constants
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DEFAULT_GROWTH_RATE = 0.08 # 8% monthly growth
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DEFAULT_BURN_RATE = 85000 # $85,000 monthly burn
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ENGINEER_SALARY = 10000 # $10,000 monthly cost per engineer ($120K/year)
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# Initialize session state variables
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if 'startups' not in st.session_state:
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st.session_state.startups = {} # Dictionary to store multiple startup data
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if 'current_startup' not in st.session_state:
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st.session_state.current_startup = None # Currently selected startup
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if 'current_page' not in st.session_state:
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st.session_state.current_page = 'upload' # Default page
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if 'insights_cache' not in st.session_state:
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st.session_state.insights_cache = {}
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def switch_page(page_name):
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"""Function to switch between pages"""
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st.session_state.current_page = page_name
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st.rerun()
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# Page config
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st.set_page_config(
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page_title="StartupFinancePilot",
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page_icon="💰",
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layout="wide",
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initial_sidebar_state="expanded"
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)
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# Custom CSS
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st.markdown("""
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<style>
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#MainMenu {visibility: hidden;}
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footer {visibility: hidden;}
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.stDeployButton {display:none;}
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.main-header {
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font-size: 2.5rem;
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color: #0066cc;
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margin-bottom: 0.5rem;
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}
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.sub-header {
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font-size: 1.5rem;
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color: #5c5c5c;
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margin-bottom: 1.5rem;
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}
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.metric-card {
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background-color: #f8f9fa;
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border-radius: 10px;
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padding: 20px;
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box-shadow: 0 4px 6px rgba(0,0,0,0.1);
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}
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.metric-label {
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font-size: 1rem;
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color: #5c5c5c;
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}
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.metric-value {
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font-size: 1.8rem;
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color: #0066cc;
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font-weight: bold;
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}
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.good-metric {
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color: #28a745;
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}
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.warning-metric {
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color: #ffc107;
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}
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.danger-metric {
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color: #dc3545;
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}
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/* Style for sidebar buttons */
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div.stButton > button {
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width: 100%;
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padding: 10px 10px;
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border: none;
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background-color: #E6F3FF;
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color: #0066cc;
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border-radius: 10px;
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text-align: left;
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margin: 5px 0;
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font-weight: bold;
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}
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div.stButton > button:hover {
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background-color: #CCE5FF;
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color: #004080;
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}
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/* Style for title box */
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.title-box {
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background: linear-gradient(45deg, #0066cc, #66b3ff);
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padding: 20px;
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border-radius: 10px;
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margin-bottom: 20px;
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text-align: center;
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color: white;
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cursor: pointer;
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}
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</style>
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""", unsafe_allow_html=True)
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# Sample data
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def load_sample_data():
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"""Load sample data for demonstration"""
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# TechHealth AI data
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startup_data = {
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"name": "TechHealth AI",
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"stage": "Seed",
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"founded": "18 months ago",
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"employees": 12,
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"last_funding": "$1.2M seed round 10 months ago",
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"cash": 320000,
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"burn_rate": 85000,
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"revenue": 15000,
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"growth_rate": 0.08
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}
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# Cash flow history
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cash_flow_data = {
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"Month": [f"Month {i}" for i in range(1, 11)],
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"Revenue": [8000, 8500, 9200, 10000, 10800, 11700, 12600, 13600, 14700, 15800],
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"Payroll": [60000, 60000, 62000, 62000, 65000, 65000, 70000, 70000, 75000, 75000],
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"Marketing": [8000, 9000, 10000, 12000, 15000, 18000, 15000, 12000, 10000, 8000],
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"Office": [5000, 5000, 5000, 5000, 5000, 5000, 5000, 5000, 5000, 5000],
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"Software": [3000, 3200, 3500, 3800, 4000, 4200, 4500, 4800, 5000, 5200],
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"Travel": [2000, 1800, 2500, 3000, 4000, 4500, 3500, 3000, 2500, 2000],
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"Legal": [1500, 1000, 800, 1200, 800, 2000, 1500, 1000, 3000, 1200],
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"Misc": [1000, 1200, 1300, 1500, 1700, 1800, 2000, 2200, 2500, 2800]
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}
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# Add calculated fields
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df = pd.DataFrame(cash_flow_data)
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df["Total_Expenses"] = df[["Payroll", "Marketing", "Office", "Software", "Travel", "Legal", "Misc"]].sum(axis=1)
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df["Net_Burn"] = df["Total_Expenses"] - df["Revenue"]
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# Transaction data
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transactions = pd.DataFrame([
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{"Date": "2023-11-05", "Category": "Travel", "Vendor": "Caribbean Cruises", "Amount": 8500, "Description": "Team Retreat Planning", "Flag": "Suspicious"},
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{"Date": "2023-11-12", "Category": "Marketing", "Vendor": "LuxuryGifts Inc", "Amount": 4200, "Description": "Client Appreciation", "Flag": "Suspicious"},
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{"Date": "2023-11-22", "Category": "Office", "Vendor": "Premium Furniture", "Amount": 12000, "Description": "Office Upgrades", "Flag": "Suspicious"},
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{"Date": "2023-11-28", "Category": "Consulting", "Vendor": "Strategic Vision LLC", "Amount": 7500, "Description": "Strategy Consulting", "Flag": "Suspicious"},
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{"Date": "2023-12-05", "Category": "Software", "Vendor": "Personal Apple Store", "Amount": 3200, "Description": "Development Tools", "Flag": "Suspicious"},
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{"Date": "2023-12-12", "Category": "Legal", "Vendor": "Anderson Brothers", "Amount": 5800, "Description": "Legal Services", "Flag": "Normal"},
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{"Date": "2023-12-20", "Category": "Payroll", "Vendor": "November Payroll", "Amount": 75000, "Description": "Monthly Payroll", "Flag": "Normal"},
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{"Date": "2023-12-22", "Category": "Marketing", "Vendor": "Google Ads", "Amount": 8000, "Description": "Ad Campaign", "Flag": "Normal"},
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{"Date": "2023-12-25", "Category": "Office", "Vendor": "WeWork", "Amount": 5000, "Description": "Monthly Rent", "Flag": "Normal"},
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{"Date": "2023-12-28", "Category": "Software", "Vendor": "AWS", "Amount": 5200, "Description": "Cloud Services", "Flag": "Normal"}
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])
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return startup_data, df, transactions
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# Parse CSV file to dataframe
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def parse_csv_to_df(file):
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"""Parse uploaded CSV file to Pandas DataFrame"""
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try:
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df = pd.read_csv(file)
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return df, None
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except Exception as e:
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return None, f"Error parsing CSV: {e}"
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# Upload and process financial data files
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def render_upload_page():
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"""Render the upload page for startup data"""
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st.markdown("<h1 class='main-header'>Upload Your Startup Data</h1>", unsafe_allow_html=True)
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st.markdown("<p class='sub-header'>Upload CSV files or use sample data to get started</p>", unsafe_allow_html=True)
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with st.expander("Upload Instructions", expanded=False):
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st.markdown("""
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### How to Upload Your Startup Data
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You can upload three types of files:
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1. **Company Profile** - A CSV with basic information about your startup including:
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- name, stage, founded, employees, last_funding, cash, burn_rate, revenue, growth_rate
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2. **Cash Flow Data** - A CSV with monthly cash flow data with columns:
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- Month, Revenue, Payroll, Marketing, Office, Software, Travel, Legal, Misc
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3. **Transaction Data** - A CSV with transaction details:
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- Date, Category, Vendor, Amount, Description, Flag
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If you don't have these files ready, you can use our sample data.
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""")
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col1, col2 = st.columns(2)
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with col1:
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startup_name = st.text_input("Startup Name", value="My Startup")
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profile_file = st.file_uploader("Upload Company Profile (CSV)", type=['csv'])
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cash_flow_file = st.file_uploader("Upload Cash Flow Data (CSV)", type=['csv'])
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transactions_file = st.file_uploader("Upload Transactions Data (CSV)", type=['csv'])
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with col2:
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st.markdown("""
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<div style="background-color: #f0f7ff; padding: 15px; border-radius: 10px; height: 90%;">
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<h4>Why Upload Your Data?</h4>
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<p>By uploading your actual financial data, you'll get:</p>
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<ul>
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<li>Personalized AI insights tailored to your startup</li>
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<li>Accurate runway projections based on your real spending patterns</li>
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<li>Custom recommendations to optimize your burn rate</li>
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<li>More realistic decision simulations</li>
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</ul>
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<p>All data is processed securely and never stored permanently.</p>
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</div>
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""", unsafe_allow_html=True)
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# Process the files if uploaded
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if st.button("Process Data"):
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# Initialize with default values
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startup_data = {
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"name": startup_name,
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"stage": "Seed",
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"founded": "12 months ago",
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"employees": 5,
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"last_funding": "Not specified",
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"cash": 100000,
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"burn_rate": 20000,
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"revenue": 5000,
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"growth_rate": 0.05
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}
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cash_flow_df = None
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transactions_df = None
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# Parse company profile
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if profile_file:
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try:
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profile_df, error = parse_csv_to_df(profile_file)
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if error:
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st.error(error)
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else:
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# Get the first row as a dictionary
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if len(profile_df) > 0:
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startup_data.update(profile_df.iloc[0].to_dict())
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st.success(f"Successfully loaded company profile for {startup_data['name']}")
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except Exception as e:
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st.error(f"Error processing company profile: {e}")
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# Parse cash flow data
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if cash_flow_file:
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cash_flow_df, error = parse_csv_to_df(cash_flow_file)
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if error:
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st.error(error)
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else:
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# Add calculated fields if not present
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if "Total_Expenses" not in cash_flow_df.columns:
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expense_columns = [col for col in cash_flow_df.columns if col not in ["Month", "Revenue", "Total_Expenses", "Net_Burn"]]
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cash_flow_df["Total_Expenses"] = cash_flow_df[expense_columns].sum(axis=1)
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if "Net_Burn" not in cash_flow_df.columns:
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cash_flow_df["Net_Burn"] = cash_flow_df["Total_Expenses"] - cash_flow_df["Revenue"]
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st.success("Successfully loaded cash flow data")
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# Parse transactions data
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if transactions_file:
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transactions_df, error = parse_csv_to_df(transactions_file)
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if error:
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st.error(error)
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else:
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# Ensure transactions data has required columns
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required_columns = ["Date", "Category", "Vendor", "Amount", "Description"]
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if all(col in transactions_df.columns for col in required_columns):
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if "Flag" not in transactions_df.columns:
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transactions_df["Flag"] = "Normal" # Default flag
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st.success("Successfully loaded transactions data")
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else:
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st.error("Transactions file is missing required columns")
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# If any files were processed, save the data to session state
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if profile_file or cash_flow_file or transactions_file:
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if cash_flow_df is None:
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# Create a sample cash flow dataframe if none was uploaded
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cash_flow_data = {
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"Month": [f"Month {i}" for i in range(1, 7)],
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"Revenue": [startup_data['revenue'] * (1 + startup_data['growth_rate'])**i for i in range(6)],
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"Payroll": [startup_data['burn_rate'] * 0.7] * 6,
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"Marketing": [startup_data['burn_rate'] * 0.15] * 6,
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"Office": [startup_data['burn_rate'] * 0.05] * 6,
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"Software": [startup_data['burn_rate'] * 0.03] * 6,
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"Travel": [startup_data['burn_rate'] * 0.02] * 6,
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"Legal": [startup_data['burn_rate'] * 0.01] * 6,
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"Misc": [startup_data['burn_rate'] * 0.04] * 6
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}
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cash_flow_df = pd.DataFrame(cash_flow_data)
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cash_flow_df["Total_Expenses"] = cash_flow_df[["Payroll", "Marketing", "Office", "Software", "Travel", "Legal", "Misc"]].sum(axis=1)
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cash_flow_df["Net_Burn"] = cash_flow_df["Total_Expenses"] - cash_flow_df["Revenue"]
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if transactions_df is None:
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# Create a sample transactions dataframe if none was uploaded
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transactions_data = {
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"Date": [(datetime.now() - timedelta(days=i*5)).strftime("%Y-%m-%d") for i in range(10)],
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"Category": ["Payroll", "Marketing", "Office", "Software", "Travel", "Legal", "Misc", "Payroll", "Marketing", "Office"],
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"Vendor": ["Payroll Provider", "Facebook Ads", "Office Rent", "AWS", "Travel Agency", "Legal Firm", "Miscellaneous", "Payroll Provider", "Google Ads", "Office Supplies"],
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"Amount": [startup_data['burn_rate'] * 0.7, startup_data['burn_rate'] * 0.15, startup_data['burn_rate'] * 0.05, startup_data['burn_rate'] * 0.03, startup_data['burn_rate'] * 0.02, startup_data['burn_rate'] * 0.01, startup_data['burn_rate'] * 0.04, startup_data['burn_rate'] * 0.7, startup_data['burn_rate'] * 0.15, startup_data['burn_rate'] * 0.05],
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"Description": ["Monthly Payroll", "Ad Campaign", "Monthly Rent", "Cloud Services", "Business Travel", "Legal Services", "Miscellaneous Expenses", "Monthly Payroll", "Ad Campaign", "Office Supplies"],
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"Flag": ["Normal", "Normal", "Normal", "Normal", "Normal", "Normal", "Normal", "Normal", "Normal", "Normal"]
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}
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transactions_df = pd.DataFrame(transactions_data)
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# Store in session state
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st.session_state.startups[startup_data['name']] = {
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'profile': startup_data,
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'cash_flow': cash_flow_df,
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'transactions': transactions_df
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}
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# Set as current startup
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st.session_state.current_startup = startup_data['name']
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st.success(f"Successfully added {startup_data['name']} to your startups")
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st.info("You can now analyze this startup's data in the dashboard")
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# Redirect to dashboard
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switch_page('dashboard')
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# Sample data options
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st.subheader("Or Use Sample Data")
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sample_col1, sample_col2 = st.columns(2)
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with sample_col1:
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if st.button("Use TechHealth AI Sample"):
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# Load sample data
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startup_data, cash_flow_df, transactions_df = load_sample_data()
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# Store in session state
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st.session_state.startups["TechHealth AI"] = {
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'profile': startup_data,
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'cash_flow': cash_flow_df,
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'transactions': transactions_df
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}
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# Set as current startup
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st.session_state.current_startup = "TechHealth AI"
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st.success("Successfully loaded TechHealth AI sample data")
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# Redirect to dashboard
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switch_page('dashboard')
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with sample_col2:
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-
if st.button("Use Custom Sample"):
|
363 |
-
# Create a custom sample
|
364 |
-
startup_data = {
|
365 |
-
"name": "GreenTech Innovations",
|
366 |
-
"stage": "Series A",
|
367 |
-
"founded": "3 years ago",
|
368 |
-
"employees": 25,
|
369 |
-
"last_funding": "$4.5M Series A 8 months ago",
|
370 |
-
"cash": 2800000,
|
371 |
-
"burn_rate": 220000,
|
372 |
-
"revenue": 75000,
|
373 |
-
"growth_rate": 0.12
|
374 |
-
}
|
375 |
-
|
376 |
-
# Sample cash flow data
|
377 |
-
cash_flow_data = {
|
378 |
-
"Month": [f"Month {i}" for i in range(1, 11)],
|
379 |
-
"Revenue": [45000, 48000, 52000, 57000, 62000, 66000, 70000, 72000, 74000, 75000],
|
380 |
-
"Payroll": [140000, 142000, 145000, 150000, 160000, 165000, 175000, 180000, 185000, 190000],
|
381 |
-
"Marketing": [25000, 28000, 30000, 32000, 35000, 32000, 30000, 28000, 26000, 25000],
|
382 |
-
"Office": [12000, 12000, 12000, 12000, 12000, 12000, 12000, 12000, 12000, 12000],
|
383 |
-
"Software": [8000, 8500, 9000, 9500, 10000, 10500, 11000, 11500, 12000, 12500],
|
384 |
-
"Travel": [5000, 6000, 7000, 8000, 7000, 6000, 5000, 6000, 7000, 8000],
|
385 |
-
"Legal": [4000, 3000, 3500, 2500, 3000, 4000, 3500, 3000, 2500, 3000],
|
386 |
-
"Misc": [3000, 3500, 4000, 4500, 5000, 5500, 6000, 6500, 7000, 7500]
|
387 |
-
}
|
388 |
-
|
389 |
-
cash_flow_df = pd.DataFrame(cash_flow_data)
|
390 |
-
cash_flow_df["Total_Expenses"] = cash_flow_df[["Payroll", "Marketing", "Office", "Software", "Travel", "Legal", "Misc"]].sum(axis=1)
|
391 |
-
cash_flow_df["Net_Burn"] = cash_flow_df["Total_Expenses"] - cash_flow_df["Revenue"]
|
392 |
-
|
393 |
-
# Sample transaction data
|
394 |
-
transactions_df = pd.DataFrame([
|
395 |
-
{"Date": "2023-11-10", "Category": "Travel", "Vendor": "First Class Flights", "Amount": 12000, "Description": "Executive Retreat", "Flag": "Suspicious"},
|
396 |
-
{"Date": "2023-11-18", "Category": "Marketing", "Vendor": "VIP Events Co", "Amount": 18000, "Description": "Investor Dinner", "Flag": "Suspicious"},
|
397 |
-
{"Date": "2023-12-01", "Category": "Office", "Vendor": "Luxury Furniture", "Amount": 25000, "Description": "Executive Office Upgrade", "Flag": "Suspicious"},
|
398 |
-
{"Date": "2023-12-15", "Category": "Legal", "Vendor": "Premium Law Group", "Amount": 35000, "Description": "Legal Consultation", "Flag": "Normal"},
|
399 |
-
{"Date": "2023-12-20", "Category": "Payroll", "Vendor": "December Payroll", "Amount": 190000, "Description": "Monthly Payroll", "Flag": "Normal"}
|
400 |
-
])
|
401 |
-
|
402 |
-
# Store in session state
|
403 |
-
st.session_state.startups["GreenTech Innovations"] = {
|
404 |
-
'profile': startup_data,
|
405 |
-
'cash_flow': cash_flow_df,
|
406 |
-
'transactions': transactions_df
|
407 |
-
}
|
408 |
-
|
409 |
-
# Set as current startup
|
410 |
-
st.session_state.current_startup = "GreenTech Innovations"
|
411 |
-
|
412 |
-
st.success("Successfully loaded GreenTech Innovations sample data")
|
413 |
-
# Redirect to dashboard
|
414 |
-
switch_page('dashboard')
|
415 |
-
|
416 |
-
# Create sidebar navigation
|
417 |
-
def create_sidebar():
|
418 |
-
with st.sidebar:
|
419 |
-
# Title box that works as home button
|
420 |
-
st.markdown("""
|
421 |
-
<div class="title-box" onclick="window.location.href='#'">
|
422 |
-
<h1>💰 StartupFinancePilot</h1>
|
423 |
-
<p>AI-powered financial assistant for startups</p>
|
424 |
-
</div>
|
425 |
-
""", unsafe_allow_html=True)
|
426 |
-
|
427 |
-
# Startup selector (if there are startups in the session state)
|
428 |
-
if st.session_state.startups:
|
429 |
-
st.subheader("Selected Startup")
|
430 |
-
startup_names = list(st.session_state.startups.keys())
|
431 |
-
selected_startup = st.selectbox(
|
432 |
-
"Choose Startup",
|
433 |
-
startup_names,
|
434 |
-
index=startup_names.index(st.session_state.current_startup) if st.session_state.current_startup in startup_names else 0
|
435 |
-
)
|
436 |
-
st.session_state.current_startup = selected_startup
|
437 |
-
|
438 |
-
# Show basic startup info
|
439 |
-
if selected_startup in st.session_state.startups:
|
440 |
-
startup_data = st.session_state.startups[selected_startup]['profile']
|
441 |
-
st.markdown(f"""
|
442 |
-
**Stage:** {startup_data['stage']}
|
443 |
-
**Cash:** ${startup_data['cash']:,}
|
444 |
-
**Monthly Burn:** ${startup_data['burn_rate']:,}
|
445 |
-
**Monthly Revenue:** ${startup_data['revenue']:,}
|
446 |
-
""")
|
447 |
-
|
448 |
-
st.markdown("<hr>", unsafe_allow_html=True) # Divider
|
449 |
-
|
450 |
-
# Upload data button at the top
|
451 |
-
if st.button("📤 Upload Startup Data", use_container_width=True):
|
452 |
-
switch_page('upload')
|
453 |
-
|
454 |
-
# Navigation buttons
|
455 |
-
if st.button("📊 Financial Dashboard", use_container_width=True):
|
456 |
-
switch_page('dashboard')
|
457 |
-
|
458 |
-
if st.button("🔮 Decision Simulator", use_container_width=True):
|
459 |
-
switch_page('simulator')
|
460 |
-
|
461 |
-
if st.button("🕵️ Fund Monitoring", use_container_width=True):
|
462 |
-
switch_page('monitoring')
|
463 |
-
|
464 |
-
if st.button("🤖 AI Financial Advisor", use_container_width=True):
|
465 |
-
switch_page('advisor')
|
466 |
-
|
467 |
-
# Main function
|
468 |
def main():
|
469 |
-
|
470 |
-
|
471 |
-
|
472 |
-
|
473 |
-
|
474 |
-
|
475 |
-
|
476 |
-
|
477 |
-
|
478 |
-
|
479 |
-
|
480 |
-
|
481 |
-
|
482 |
-
|
483 |
-
|
484 |
-
|
485 |
-
|
486 |
-
|
487 |
-
|
488 |
-
|
489 |
-
|
490 |
-
|
491 |
-
render_decision_simulator(
|
492 |
-
st.session_state.startups[st.session_state.current_startup]['profile']
|
493 |
-
)
|
494 |
-
elif st.session_state.current_page == 'monitoring':
|
495 |
-
# Replace with your monitoring page function
|
496 |
-
from fund_monitoring import render_fund_monitoring
|
497 |
-
render_fund_monitoring(
|
498 |
-
st.session_state.startups[st.session_state.current_startup]['transactions']
|
499 |
-
)
|
500 |
-
elif st.session_state.current_page == 'advisor':
|
501 |
-
# Replace with your advisor page function
|
502 |
-
from advisor import render_ai_financial_advisor
|
503 |
-
render_ai_financial_advisor(
|
504 |
-
st.session_state.startups[st.session_state.current_startup]['profile']
|
505 |
-
)
|
506 |
|
507 |
if __name__ == "__main__":
|
508 |
-
main()
|
|
|
1 |
import streamlit as st
|
2 |
+
from pages import dashboard, financial_analysis, sign_language, settings
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|
4 |
def main():
|
5 |
+
st.set_page_config(
|
6 |
+
page_title="FinAI Dashboard",
|
7 |
+
page_icon="📊",
|
8 |
+
layout="wide"
|
9 |
+
)
|
10 |
+
|
11 |
+
# Sidebar navigation
|
12 |
+
st.sidebar.title("Navigation")
|
13 |
+
page = st.sidebar.radio(
|
14 |
+
"Go to",
|
15 |
+
["Dashboard", "Financial Analysis", "Sign Language", "Settings"]
|
16 |
+
)
|
17 |
+
|
18 |
+
# Page routing
|
19 |
+
if page == "Dashboard":
|
20 |
+
dashboard.render_page()
|
21 |
+
elif page == "Financial Analysis":
|
22 |
+
financial_analysis.render_page()
|
23 |
+
elif page == "Sign Language":
|
24 |
+
sign_language.render_page()
|
25 |
+
elif page == "Settings":
|
26 |
+
settings.render_page()
|
|
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|
27 |
|
28 |
if __name__ == "__main__":
|
29 |
+
main()
|