mirror of
https://github.com/katanemo/plano.git
synced 2026-05-09 07:42:43 +02:00
simplifying ui
This commit is contained in:
Ahmed Burney
parent
eb7d7be76c
commit
43799ded85
1 changed files with 91 additions and 154 deletions
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@ -1,13 +1,11 @@
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import json
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import os
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from datetime import datetime
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import httpx
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import streamlit as st
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# Configuration
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PLANO_ENDPOINT = os.getenv("PLANO_ENDPOINT", "http://localhost:8001/v1")
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CASE_SERVICE_URL = "http://localhost:10540"
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st.set_page_config(
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page_title="Credit Risk Case Copilot",
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@ -18,7 +16,7 @@ st.set_page_config(
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# Load scenarios
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def load_scenario(scenario_file):
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def load_scenario(scenario_file: str):
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"""Load scenario JSON from file."""
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try:
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with open(scenario_file, "r") as f:
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@ -30,13 +28,15 @@ def load_scenario(scenario_file):
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# Initialize session state
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if "assessment_result" not in st.session_state:
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st.session_state.assessment_result = None
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if "case_id" not in st.session_state:
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st.session_state.case_id = None
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if "raw_result" not in st.session_state:
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st.session_state.raw_result = None
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if "application_json" not in st.session_state:
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st.session_state.application_json = "{}"
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# Header
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st.title("🏦 Credit Risk Case Copilot")
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st.markdown("**AI-Powered Credit Risk Assessment & Case Management**")
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st.markdown("A minimal UI for the Plano + CrewAI credit risk demo.")
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st.divider()
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# Sidebar
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@ -67,38 +67,45 @@ with st.sidebar:
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# JSON input area
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application_json = st.text_area(
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"Loan Application JSON",
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value=st.session_state.get("application_json", "{}"),
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height=400,
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value=st.session_state.application_json,
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height=380,
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help="Paste or edit loan application JSON",
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)
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# Assess button
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if st.button("🔍 Assess Risk", type="primary", use_container_width=True):
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try:
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# Parse JSON
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application_data = json.loads(application_json)
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col_a, col_b = st.columns(2)
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# Call Plano orchestrator
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with st.spinner("Running risk assessment..."):
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response = httpx.post(
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f"{PLANO_ENDPOINT}/chat/completions",
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json={
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"model": "gpt-4o",
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"messages": [
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{
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"role": "user",
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"content": f"Assess credit risk for this loan application:\n\n{json.dumps(application_data, indent=2)}",
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}
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],
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},
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timeout=60.0,
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)
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with col_a:
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if st.button("🔍 Assess Risk", type="primary", use_container_width=True):
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try:
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application_data = json.loads(application_json)
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with st.spinner("Running risk assessment..."):
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response = httpx.post(
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f"{PLANO_ENDPOINT}/chat/completions",
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json={
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# Use risk_reasoning if you’re standardizing on aliases.
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# If you want plain OpenAI model routing, set "gpt-4o".
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"model": "risk_reasoning",
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"messages": [
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{
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"role": "user",
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"content": (
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"Assess credit risk for this loan application:\n\n"
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f"{json.dumps(application_data, indent=2)}"
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),
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}
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],
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},
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timeout=60.0,
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)
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if response.status_code == 200:
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result = response.json()
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content = result["choices"][0]["message"]["content"]
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raw = response.json()
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st.session_state.raw_result = raw
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# Extract JSON from response
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content = raw["choices"][0]["message"]["content"]
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# Extract JSON block from response
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if "```json" in content:
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json_start = content.index("```json") + 7
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json_end = content.index("```", json_start)
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@ -107,160 +114,90 @@ with st.sidebar:
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st.session_state.assessment_result = assessment
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st.success("✅ Risk assessment complete!")
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else:
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st.error("Could not parse assessment result")
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st.session_state.assessment_result = None
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st.error(
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"Could not parse JSON assessment from the agent response."
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)
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else:
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st.session_state.assessment_result = None
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st.session_state.raw_result = {
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"status_code": response.status_code,
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"text": response.text,
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}
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st.error(f"Error: {response.status_code} - {response.text}")
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except json.JSONDecodeError:
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st.error("Invalid JSON format")
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except Exception as e:
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st.error(f"Error: {str(e)}")
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except json.JSONDecodeError:
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st.error("Invalid JSON format")
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except Exception as e:
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st.error(f"Error: {str(e)}")
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with col_b:
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if st.button("🧹 Clear", use_container_width=True):
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st.session_state.assessment_result = None
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st.session_state.raw_result = None
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st.session_state.application_json = "{}"
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st.rerun()
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# Main content area
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if st.session_state.assessment_result:
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result = st.session_state.assessment_result
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# Risk summary
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st.header("Risk Assessment Summary")
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st.header("Decision")
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col1, col2, col3, col4 = st.columns(4)
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col1, col2, col3 = st.columns(3)
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with col1:
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risk_color = {"LOW": "🟢", "MEDIUM": "🟡", "HIGH": "🔴"}
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st.metric(
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"Risk Band",
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f"{risk_color.get(result['risk_band'], '⚪')} {result['risk_band']}",
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)
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risk_band = result.get("risk_band", "UNKNOWN")
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st.metric("Risk Band", f"{risk_color.get(risk_band, '⚪')} {risk_band}")
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with col2:
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st.metric("Confidence", f"{result['confidence']:.1%}")
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confidence = result.get("confidence", 0.0)
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try:
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st.metric("Confidence", f"{float(confidence):.0%}")
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except Exception:
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st.metric("Confidence", str(confidence))
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with col3:
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st.metric("Recommended Action", result["recommended_action"])
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with col4:
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st.metric("Documents Required", len(result.get("required_documents", [])))
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st.metric("Recommended Action", result.get("recommended_action", "REVIEW"))
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st.divider()
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# Tabbed interface
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tab1, tab2, tab3, tab4, tab5 = st.tabs(
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[
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"📊 Risk Summary",
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"🎯 Risk Drivers",
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"📋 Policy & Compliance",
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"📝 Decision Memo",
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"🔍 Audit Trail",
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]
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)
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tab1, tab2, tab3 = st.tabs(["🧾 Summary", "📝 Decision Memo", "🧪 Raw Output"])
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with tab1:
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st.subheader("Summary")
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human = result.get("human_response", "")
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if human:
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st.write(human.split("```")[0].strip())
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else:
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st.info("No human-readable summary available.")
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st.divider()
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st.subheader("Normalized Application")
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st.json(result.get("normalized_application", {}))
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st.subheader("Assessment Overview")
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st.write(result.get("human_response", "").split("```")[0])
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with tab2:
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st.subheader("Risk Drivers")
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drivers = result.get("drivers", [])
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for driver in drivers:
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impact_color = {"CRITICAL": "🔴", "HIGH": "🟠", "MEDIUM": "🟡", "LOW": "🟢"}
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st.markdown(
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f"**{impact_color.get(driver['impact'], '⚪')} {driver['factor']}** ({driver['impact']})"
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)
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st.write(driver["evidence"])
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st.divider()
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st.subheader("Decision Memo")
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memo = result.get("decision_memo", "")
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if memo:
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st.markdown(memo)
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else:
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st.info("No decision memo available.")
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with tab3:
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st.subheader("Policy Checks")
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checks = result.get("policy_checks", [])
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st.subheader("Raw Output")
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with st.expander("Show raw agent response JSON"):
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st.json(st.session_state.raw_result or {})
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for check in checks:
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status_icon = {"PASS": "✅", "FAIL": "❌", "WARNING": "⚠️"}
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st.markdown(
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f"{status_icon.get(check['status'], '❓')} **{check['check']}**: {check['details']}"
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)
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st.divider()
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exceptions = result.get("exceptions", [])
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if exceptions:
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st.subheader("⚠️ Policy Exceptions")
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for exc in exceptions:
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st.warning(exc)
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st.divider()
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st.subheader("📎 Required Documents")
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docs = result.get("required_documents", [])
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for doc in docs:
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st.write(f"- {doc}")
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with tab4:
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st.subheader("Decision Memo")
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st.markdown(result.get("decision_memo", "No memo available"))
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with tab5:
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st.subheader("Audit Trail")
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audit = result.get("audit_trail", {})
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st.json(audit)
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# Case creation
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st.divider()
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st.header("📁 Case Management")
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col1, col2 = st.columns([3, 1])
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with col1:
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if st.session_state.case_id:
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st.success(f"✅ Case created: **{st.session_state.case_id}**")
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else:
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st.info(
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"Create a case to store this assessment in the case management system"
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)
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with col2:
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if not st.session_state.case_id:
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if st.button("📁 Create Case", type="primary", use_container_width=True):
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try:
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# Create case via direct API
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case_data = {
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"applicant_name": result["normalized_application"][
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"applicant_name"
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],
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"loan_amount": result["normalized_application"]["loan_amount"],
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"risk_band": result["risk_band"],
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"confidence": result["confidence"],
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"recommended_action": result["recommended_action"],
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"required_documents": result.get("required_documents", []),
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"policy_exceptions": result.get("exceptions", []),
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"notes": result.get("decision_memo", "")[:500],
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}
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response = httpx.post(
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f"{CASE_SERVICE_URL}/cases", json=case_data, timeout=10.0
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)
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if response.status_code == 200:
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case_result = response.json()
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st.session_state.case_id = case_result["case_id"]
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st.rerun()
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else:
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st.error(f"Failed to create case: {response.text}")
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except Exception as e:
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st.error(f"Error creating case: {str(e)}")
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else:
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if st.button("🔄 Reset", use_container_width=True):
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st.session_state.case_id = None
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st.session_state.assessment_result = None
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st.rerun()
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with st.expander("Show parsed assessment JSON"):
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st.json(result)
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else:
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st.info(
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"👈 Select a scenario or paste a loan application JSON in the sidebar, then click 'Assess Risk'"
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"👈 Select a scenario or paste a loan application JSON in the sidebar, then click **Assess Risk**."
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)
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st.subheader("Sample Application Format")
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