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# app.py - Updated for New Modal Backend
import gradio as gr
import requests
import json
import asyncio
import aiohttp
from typing import Optional
from fpdf import FPDF
# Updated URLs to match your actual Modal deployment
MODAL_BASE_URL = "https://devsam2898--personal-investment-strategist-enhanced-web.modal.run"
# Based on your original code, these might be the correct endpoints:
STRATEGY_URL = f"{MODAL_BASE_URL}/strategy" # Original endpoint name
HEALTH_URL = f"{MODAL_BASE_URL}/health"
MARKET_DATA_URL = f"{MODAL_BASE_URL}/market_data" # May not exist yet
COUNTRY_ANALYSIS_URL = f"{MODAL_BASE_URL}/country_analysis" # May not exist yet
TEST_URL = f"{MODAL_BASE_URL}/test" # Original test endpoint
async def get_investment_strategy_async(age_group, income, expenses, current_assets, current_liabilities, risk_profile, goal, timeframe, country):
"""Updated async function for new Modal backend structure"""
# Input validation
if not all([age_group, income, expenses, risk_profile, goal, timeframe, country]):
return "β Please fill in all fields to get a personalized strategy."
# Convert income, expenses, assets, and liabilities to numbers
try:
income_val = float(str(income).replace('$', '').replace(',', '')) if income else 0
expenses_val = float(str(expenses).replace('$', '').replace(',', '')) if expenses else 0
assets_val = float(str(current_assets).replace('$', '').replace(',', '')) if current_assets else 0
liabilities_val = float(str(current_liabilities).replace('$', '').replace(',', '')) if current_liabilities else 0
except ValueError:
return "β Please enter valid numbers for income, expenses, assets, and liabilities."
# Validate financial logic
if income_val <= 0:
return "β Income must be greater than 0."
if expenses_val < 0:
return "β Expenses cannot be negative."
if assets_val < 0:
return "β Assets cannot be negative."
if liabilities_val < 0:
return "β Liabilities cannot be negative."
if expenses_val >= income_val:
return "β οΈ **Warning**: Your expenses are equal to or exceed your income. Consider budgeting advice before investing."
# Clean country name (remove emoji flags if present)
clean_country = country.split(' ', 1)[-1] if 'πΊπΈ' in country or 'π¨π¦' in country else country
# Updated payload structure to match original Modal backend
payload = {
"profile": {
"age_group": age_group,
"income": income_val,
"expenses": expenses_val,
"current_assets": assets_val,
"current_liabilities": liabilities_val,
"risk_profile": risk_profile,
"goal": goal,
"timeframe": timeframe,
"country": clean_country
}
}
try:
print(f"π Sending request to: {STRATEGY_URL}")
# Use aiohttp for better async handling
timeout = aiohttp.ClientTimeout(total=180) # 3 minute timeout for comprehensive analysis
async with aiohttp.ClientSession(timeout=timeout) as session:
async with session.post(
STRATEGY_URL,
json=payload,
headers={
'Content-Type': 'application/json',
'Accept': 'application/json'
}
) as response:
print(f"π Response status: {response.status}")
if response.status == 200:
result = await response.json()
strategy = result.get("strategy", "No strategy returned.")
status = result.get("status", "unknown")
processing_time = result.get("processing_time", 0)
# Add enhanced status indicator
if status == "success":
prefix = f"## πΌ Your Comprehensive Investment Strategy\n*β¨ AI-Powered Analysis Complete (Generated in {processing_time:.1f}s)*\n\n"
elif status == "validation_error":
return f"β **Validation Error**\n\n{strategy}"
elif status == "llm_error":
prefix = "## π Your Investment Strategy (Rule-Based Fallback)\n*β οΈ AI service temporarily unavailable, using optimized rule-based strategy*\n\n"
else:
prefix = "## π Your Investment Strategy\n*Generated using advanced algorithms*\n\n"
return f"{prefix}{strategy}"
else:
error_text = await response.text()
return f"β **Service Error ({response.status})**\n\nThe backend service returned an error. Please try again in a moment.\n\nDetails: {error_text[:200]}..."
except asyncio.TimeoutError:
return """β±οΈ **Request Timeout**
The comprehensive AI analysis is taking longer than expected. This could be due to:
- Extensive market data collection and analysis
- Real-time financial data processing
- High server load or cold start
- Complex tax calculations
**What to try:**
1. Wait 1-2 minutes and try again
2. Check if the service is healthy using the 'Test Service' button
3. Simplify your goal description if very detailed"""
except aiohttp.ClientError as e:
return f"""π **Connection Error**
Unable to connect to the enhanced backend service.
**Possible causes:**
- Service is performing cold start (initial startup)
- Network connectivity issues
- Enhanced features are initializing
**What to try:**
1. Wait 2-3 minutes and try again (cold start can take time)
2. Check service health with 'Test Service' button
3. Refresh the page
*Technical details: {str(e)}*"""
except Exception as e:
return f"""β **Unexpected Error**
An unexpected error occurred: {str(e)}
Please try again or contact support if the issue persists."""
def get_investment_strategy(age_group, income, expenses, current_assets, current_liabilities, risk_profile, goal, timeframe, country):
"""Sync wrapper for async function"""
try:
loop = asyncio.new_event_loop()
asyncio.set_event_loop(loop)
result = loop.run_until_complete(
get_investment_strategy_async(age_group, income, expenses, current_assets, current_liabilities, risk_profile, goal, timeframe, country)
)
loop.close()
return result
except Exception as e:
return f"β **Error**: {str(e)}"
async def test_service_async():
"""Enhanced service connectivity test"""
try:
timeout = aiohttp.ClientTimeout(total=30)
async with aiohttp.ClientSession(timeout=timeout) as session:
# Test health endpoint
try:
async with session.get(HEALTH_URL) as response:
if response.status == 200:
health_data = await response.json()
health_status = f"""β
**Service is healthy**
- Status: {health_data.get('status')}
- Version: {health_data.get('version', 'N/A')}
- Timestamp: {health_data.get('timestamp')}"""
else:
health_status = f"β οΈ Health check returned status {response.status}"
except Exception as e:
health_status = f"β Health check failed: {str(e)}"
# Test market data endpoint (may not be available)
try:
async with session.get(MARKET_DATA_URL) as response:
if response.status == 200:
market_data = await response.json()
market_status = f"""β
**Market data service working**
- Status: {market_data.get('status')}
- Timestamp: {market_data.get('timestamp')}
- Features: Real-time market data, sector analysis"""
else:
market_status = f"β οΈ Market data endpoint returned status {response.status}"
except Exception as e:
market_status = f"βΉοΈ Market data endpoint not available (integrated into strategy generation)"
# Test strategy endpoint with sample data (using original test endpoint)
try:
async with session.get(TEST_URL) as response:
if response.status == 200:
test_data = await response.json()
country_status = f"""β
**Strategy endpoint working**
- Result: {test_data.get('test_result', 'Test passed')}
- Features: Investment strategy generation"""
else:
country_status = f"β οΈ Test endpoint returned status {response.status}"
except Exception as e:
country_status = f"β Strategy test failed: {str(e)}"
return f"""## π Enhanced Service Status Check
**Core Health:**
{health_status}
**Market Data Service:**
{market_status}
**Strategy Service:**
{country_status}
**Service Features:**
β¨ Real-time market data via Yahoo Finance
π¦ Comprehensive tax analysis for 8+ countries
π€ AI-powered strategy generation
π Bullish sector and stock analysis
π Country-specific financial context
**Service URL:** {MODAL_BASE_URL}
*Last checked: {asyncio.get_event_loop().time()}*"""
except Exception as e:
return f"""β **Service Test Failed**
Unable to connect to the enhanced service.
Error: {str(e)}
**Troubleshooting:**
1. Check if the Modal deployment is running
2. Verify the service URL is correct: {MODAL_BASE_URL}
3. Check network connectivity
4. Allow extra time for cold start (enhanced features take longer to initialize)"""
def test_service():
"""Sync wrapper for service test"""
try:
loop = asyncio.new_event_loop()
asyncio.set_event_loop(loop)
result = loop.run_until_complete(test_service_async())
loop.close()
return result
except Exception as e:
return f"β **Test Error**: {str(e)}"
async def get_market_preview_async():
"""Get current market data preview - simplified for original backend"""
try:
# Since market data might be integrated into the main strategy endpoint,
# we'll provide a static preview and note that full data is in strategy generation
return """## π Market Analysis Available
**Real-Time Data Integration:**
β’ Market indices (S&P 500, NASDAQ, Dow Jones, etc.)
β’ Sector performance analysis
β’ Bullish stock identification
β’ Economic indicators by country
**π Full market analysis included in your personalized strategy generation**
*Click 'Generate Strategy' for comprehensive market data and analysis*"""
except Exception as e:
return "π **Market analysis integrated into strategy generation**\n\nFull market data will be included in your personalized strategy."
def get_market_preview():
"""Sync wrapper for market preview"""
try:
loop = asyncio.new_event_loop()
asyncio.set_event_loop(loop)
result = loop.run_until_complete(get_market_preview_async())
loop.close()
return result
except Exception as e:
return "π **Market preview unavailable**\n\nFull analysis available in strategy generation."
def generate_pdf(strategy):
"""Generate PDF from strategy"""
pdf = FPDF()
pdf.add_page()
pdf.set_font("Arial", size=12)
# Add strategy content to PDF with UTF-8 encoding
for line in strategy.split('\n'):
# Encode the line to UTF-8 and decode it back to handle Unicode characters
pdf.cell(0, 10, txt=line.encode('utf-8').decode('latin-1', 'ignore'), ln=True)
pdf_output = "investment_strategy.pdf"
pdf.output(pdf_output)
return pdf_output
def download_strategy(strategy):
"""Download strategy as PDF"""
pdf_path = generate_pdf(strategy)
return pdf_path
# Enhanced CSS with new features
custom_css = """
/* Global container styling */
.gradio-container {
max-width: 1400px !important;
margin: 0 auto !important;
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%) !important;
min-height: 100vh;
font-family: 'Inter', -apple-system, BlinkMacSystemFont, sans-serif !important;
}
/* Main content area */
.main-content {
background: rgba(255, 255, 255, 0.95) !important;
backdrop-filter: blur(20px) !important;
border-radius: 20px !important;
padding: 2rem !important;
margin: 2rem !important;
box-shadow: 0 20px 40px rgba(0, 0, 0, 0.1) !important;
border: 1px solid rgba(255, 255, 255, 0.2) !important;
}
/* Header styling */
.finance-header {
text-align: center;
background: linear-gradient(135deg, #1e3c72 0%, #2a5298 100%);
color: white;
padding: 3rem 2rem;
border-radius: 20px;
margin-bottom: 2rem;
position: relative;
overflow: hidden;
}
.finance-header::before {
content: "";
position: absolute;
top: 0;
left: 0;
right: 0;
bottom: 0;
background: url('data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 100 100"><defs><pattern id="grain" width="100" height="100" patternUnits="userSpaceOnUse"><circle cx="50" cy="50" r="0.5" fill="rgba(255,255,255,0.1)"/></pattern></defs><rect width="100" height="100" fill="url(%23grain)"/></svg>');
opacity: 0.1;
}
.finance-header h1 {
font-size: 3rem !important;
font-weight: 800 !important;
margin-bottom: 1rem !important;
background: linear-gradient(45deg, #ffffff, #e0e7ff);
-webkit-background-clip: text;
-webkit-text-fill-color: transparent;
position: relative;
z-index: 1;
}
.finance-header p {
font-size: 1.25rem !important;
opacity: 0.9 !important;
margin-bottom: 0 !important;
position: relative;
z-index: 1;
}
/* Enhanced form sections */
.form-section {
background: white !important;
border-radius: 16px !important;
padding: 2rem !important;
margin-bottom: 1.5rem !important;
box-shadow: 0 8px 32px rgba(0, 0, 0, 0.08) !important;
border: 1px solid rgba(255, 255, 255, 0.2) !important;
transition: all 0.3s ease !important;
}
.form-section:hover {
box-shadow: 0 12px 40px rgba(0, 0, 0, 0.12) !important;
transform: translateY(-2px) !important;
}
.form-section h3 {
color: #ffffff !important;
font-weight: 700 !important;
font-size: 1.5rem !important;
margin-bottom: 1.5rem !important;
display: flex !important;
align-items: center !important;
gap: 0.75rem !important;
}
/* Input styling - only for textboxes and numbers */
input[type="text"], input[type="number"], textarea {
border-radius: 12px !important;
border: 2px solid #e5e7eb !important;
transition: all 0.3s ease !important;
font-size: 1rem !important;
padding: 0.75rem 1rem !important;
}
input[type="text"]:focus, input[type="number"]:focus, textarea:focus {
border-color: #667eea !important;
box-shadow: 0 0 0 3px rgba(102, 126, 234, 0.1) !important;
outline: none !important;
}
/* Button styling */
.primary-btn {
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%) !important;
border: none !important;
border-radius: 12px !important;
padding: 1rem 2rem !important;
font-size: 1.1rem !important;
font-weight: 600 !important;
color: white !important;
transition: all 0.3s ease !important;
box-shadow: 0 8px 24px rgba(102, 126, 234, 0.3) !important;
min-height: 56px !important;
}
.primary-btn:hover {
transform: translateY(-2px) !important;
box-shadow: 0 12px 32px rgba(102, 126, 234, 0.4) !important;
}
.secondary-btn {
background: linear-gradient(135deg, #64748b 0%, #475569 100%) !important;
border: none !important;
border-radius: 12px !important;
padding: 1rem 2rem !important;
font-size: 1.1rem !important;
font-weight: 600 !important;
color: white !important;
transition: all 0.3s ease !important;
box-shadow: 0 8px 24px rgba(100, 116, 139, 0.3) !important;
min-height: 56px !important;
}
.secondary-btn:hover {
transform: translateY(-2px) !important;
box-shadow: 0 12px 32px rgba(100, 116, 139, 0.4) !important;
}
/* Market preview styling */
.market-preview {
background: linear-gradient(135deg, #f0f9ff 0%, #e0f2fe 100%) !important;
border-radius: 16px !important;
padding: 1.5rem !important;
margin: 1.5rem 0 !important;
border-left: 4px solid #0ea5e9 !important;
font-size: 0.9rem !important;
}
/* Output area styling */
.output-area {
background: white !important;
border-radius: 16px !important;
padding: 2rem !important;
margin-top: 2rem !important;
box-shadow: 0 8px 32px rgba(0, 0, 0, 0.08) !important;
border: 1px solid rgba(255, 255, 255, 0.2) !important;
min-height: 200px !important;
}
/* Tips section */
.tips-section {
background: linear-gradient(135deg, #f8fafc 0%, #e2e8f0 100%) !important;
border-radius: 16px !important;
padding: 2rem !important;
margin: 2rem 0 !important;
border-left: 4px solid #667eea !important;
}
.tips-section h4 {
color: #ffffff !important;
font-weight: 700 !important;
margin-bottom: 1rem !important;
}
/* Responsive design */
@media (max-width: 768px) {
.finance-header h1 {
font-size: 2rem !important;
}
.form-section {
padding: 1.5rem !important;
}
.main-content {
margin: 1rem !important;
padding: 1.5rem !important;
}
}
"""
# Create the enhanced interface
with gr.Blocks(
theme=gr.themes.Soft(primary_hue="blue", secondary_hue="slate"),
title="πΌ VittaΕΔstra - AI Strategist Enhanced",
css=custom_css
) as interface:
# Header Section
with gr.Row(elem_classes="finance-header finance-bg"):
gr.HTML("""
<div style="text-align: center; position: relative; z-index: 1;">
<div class="finance-icon">πΌ</div>
<h1>VittaΕΔstra - AI Strategist Enhanced</h1>
<p>Professional-Grade Investment Strategy Generator</p>
<div style="margin-top: 1rem; font-size: 0.95rem; opacity: 0.8;">
π€ Enhanced AI Analysis β’ π Real-Time Market Data β’ π¦ Tax Optimization β’ π Secure & Private
</div>
</div>
""")
with gr.Row(elem_classes="main-content"):
with gr.Column():
# Market Preview Section
with gr.Group(elem_classes="market-preview"):
market_preview = gr.Markdown(
value="π **Loading current market data...**",
elem_id="market-preview"
)
# Personal Information Section
with gr.Group(elem_classes="form-section"):
gr.HTML("<h3>π€ Personal Profile</h3>")
with gr.Row():
age_group = gr.Textbox(
label="π
Age Group",
value="30s",
info="Your current life stage affects investment timeline",
interactive=True,
show_label=True
)
country = gr.Textbox(
label="π Country of Residence",
value="United States",
info="Tax jurisdiction for investment recommendations",
interactive=True,
show_label=True
)
# Financial Information Section
with gr.Group(elem_classes="form-section"):
gr.HTML("<h3>π° Financial Overview</h3>")
with gr.Row():
income = gr.Number(
label="π΅ Monthly Income ($)",
value=6000,
minimum=0,
info="Total monthly income before taxes and deductions"
)
expenses = gr.Number(
label="πΈ Monthly Expenses ($)",
value=4000,
minimum=0,
info="Total monthly living expenses and obligations"
)
with gr.Row():
current_assets = gr.Number(
label="π Current Assets ($)",
value=25000,
minimum=0,
info="Total value of current investments, savings, property, etc."
)
current_liabilities = gr.Number(
label="π³ Current Liabilities ($)",
value=10000,
minimum=0,
info="Total debt including credit cards, loans, mortgages, etc."
)
# Financial health indicator
gr.HTML("""
<div style="background: linear-gradient(90deg, #10b981, #059669); color: white;
padding: 1rem; border-radius: 8px; margin-top: 1rem; font-size: 0.9rem;">
π‘ <strong>Enhanced Analysis:</strong> The new system provides comprehensive tax optimization,
real-time market data, and personalized asset allocation based on your complete financial profile.
</div>
""")
# Investment Preferences Section
with gr.Group(elem_classes="form-section"):
gr.HTML("<h3>π― Investment Strategy</h3>")
risk_profile = gr.Radio(
choices=["Conservative", "Moderate", "Aggressive"],
label="π Risk Tolerance",
value="Moderate",
info="How comfortable are you with potential investment losses?"
)
with gr.Row():
goal = gr.Textbox(
label="π― Primary Financial Goal",
placeholder="e.g., Down payment for house, retirement planning, children's education, emergency fund",
info="Be specific about what you're working towards",
lines=2
)
timeframe = gr.Textbox(
label="β° Investment Timeline",
placeholder="e.g., 3-5 years, 10+ years, until age 65",
info="When do you need to access these funds?",
lines=2
)
# Action Buttons
with gr.Row():
with gr.Column(scale=3):
submit_btn = gr.Button(
"π Generate Enhanced Investment Strategy",
variant="primary",
size="lg",
elem_classes="primary-btn"
)
with gr.Column(scale=1):
test_btn = gr.Button(
"π Test Service",
variant="secondary",
size="lg",
elem_classes="secondary-btn"
)
# Enhanced Tips Section
with gr.Group(elem_classes="tips-section"):
gr.HTML("""
<h4>β¨ Enhanced Features & Pro Tips</h4>
<div style="display: grid; grid-template-columns: repeat(auto-fit, minmax(280px, 1fr)); gap: 1rem; margin-top: 1rem;">
<div style="display: flex; align-items: start; gap: 0.5rem;">
<span style="color: #10b981; font-size: 1.2rem;">π</span>
<span><strong>Real-Time Market Data:</strong> Live analysis of market conditions and sector performance</span>
</div>
<div style="display: flex; align-items: start; gap: 0.5rem;">
<span style="color: #10b981; font-size: 1.2rem;">π¦</span>
<span><strong>Tax Optimization:</strong> Country-specific tax strategies and account recommendations</span>
</div>
<div style="display: flex; align-items: start; gap: 0.5rem;">
<span style="color: #10b981; font-size: 1.2rem;">π€</span>
<span><strong>AI-Powered Analysis:</strong> Advanced algorithms for personalized recommendations</span>
</div>
<div style="display: flex; align-items: start; gap: 0.5rem;">
<span style="color: #10b981; font-size: 1.2rem;">π</span>
<span><strong>Complete Financial Picture:</strong> Assets, liabilities, and cash flow analysis</span>
</div>
</div>
""")
# Output Section
with gr.Group(elem_classes="output-area"):
output = gr.Markdown(
value="""
## π― Ready for Enhanced Analysis?
The enhanced system provides:
π **Real-Time Market Analysis** - Current indices, sector performance, bullish stocks
π¦ **Comprehensive Tax Optimization** - Country-specific strategies and calculations
πΌ **Professional Asset Allocation** - Based on your complete financial profile
π **Advanced Risk Management** - Tailored to your risk tolerance and timeline
π **Global Financial Context** - Economic indicators and country-specific advice
π‘ **Implementation Roadmap** - Step-by-step action plan
*Enhanced with real-time data processing and comprehensive financial analysis.*
""",
elem_id="strategy-output"
)
download_btn = gr.Button("π₯ Download Strategy as PDF", variant="secondary", elem_classes="secondary-btn")
# Event handlers
submit_btn.click(
fn=get_investment_strategy,
inputs=[age_group, income, expenses, current_assets, current_liabilities, risk_profile, goal, timeframe, country],
outputs=output,
show_progress=True
)
test_btn.click(
fn=test_service,
outputs=output,
show_progress=True
)
download_btn.click(
fn=download_strategy,
inputs=output,
outputs=gr.File(label="Download PDF")
)
# Load market data on startup
interface.load(
fn=get_market_preview,
outputs=market_preview
)
if __name__ == "__main__":
interface.launch(
server_name="0.0.0.0",
server_port=7860,
share=False,
show_error=True,
debug=True
) |