[verified] Cover full SET50 with 13 themes + per-theme score detail in symbol view
- THEME_SYMBOLS expanded: added banks, retail, telecom_it, property, healthcare, petrochem_materials, consumer_staples, utilities, nonbank_finance, exploration -> all 49 SET50 names now in a theme - THEME_LABELS_TH Thai labels; THEME_FREQUENCY per theme - symbol_breakdown now lists EVERY theme the symbol belongs to (label_th + surprise, or 'ยังไม่มีข้อมูล'), so theme_score is transparent per source - frontend: theme column maps all 49 symbols (mirrors backend); modal shows per-theme score detail - Fixed test for BANPU multi-theme; full suite 199 OK - Verified: 49/49 rows have theme chip; AOT modal shows ท่องเที่ยว 0.57σ + full calc
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@@ -29,18 +29,32 @@ from typing import Optional
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# the SET50 universe; symbols not listed here get no direct theme exposure for
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# that theme (theme_score contribution = those themes' factor value applied via
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# a generic market exposure fallback, see scoring).
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#
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# Expanded to cover the FULL SET50 universe (2026, 49 names): every symbol is
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# assigned to at least one industry/theme so the board + per-symbol detail can
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# always report a theme. Deterministic, curated by industry sector.
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THEME_SYMBOLS: dict[str, set[str]] = {
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"tourism": {
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"AOT", "CENTEL", "MINT", "ERW", "DHOUSE", "AWC", "SNNP", "CPN", "CRC",
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"MAJOR", "BEM", "BTS",
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"AOT", "CENTEL", "MINT", "AWC", "CPN", "CRC", "BEM", "BTS", "ERW",
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"DHOUSE", "MAJOR", "SNNP",
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},
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"auto_credit": {
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"KKP", "TISCO", "TCAP", "THANI", "MTC", "SAWAD", "NSI", "GLAND",
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"THG", "ASI", "TGPRO", "AEONTS", "TK",
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"KKP", "TISCO", "TCAP", "THANI", "MTC", "SAWAD", "NSI", "AEONTS", "TK",
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"THG", "GLAND", "ASI", "TGPRO",
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},
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"refining_energy": {
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"PTT", "PTTGC", "TOP", "IRPC", "SPRC", "BCP", "ESSO", "BANPU", "GPSC",
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},
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"banks": {"BBL", "KBANK", "KTB", "SCB", "TTB"},
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"retail": {"CPALL", "COM7", "GLOBAL", "HMPRO", "OSP", "OR", "CPN", "CRC"},
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"telecom_it": {"ADVANC", "TRUE", "DELTA", "COM7"},
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"property": {"LH", "AWC", "CPN", "CRC", "GLOBAL", "HMPRO"},
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"healthcare": {"BDMS", "BH"},
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"petrochem_materials": {"IVL", "SCC", "SCGP", "PTTGC", "BANPU"},
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"consumer_staples": {"CPF", "TU", "OSP", "CBG"},
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"utilities": {"BGRIM", "EGCO", "RATCH", "GPSC", "GULF", "BANPU", "EA"},
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"nonbank_finance": {"JMT", "JMART", "KTC", "TIDLOR", "MTC", "SAWAD", "KTC", "AEONTS"},
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"exploration": {"PTTEP", "PTT"},
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}
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# Theme frequency (data cadence of the underlying factor). Used to keep
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@@ -49,6 +63,33 @@ THEME_FREQUENCY: dict[str, str] = {
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"tourism": "monthly",
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"auto_credit": "monthly",
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"refining_energy": "quarterly",
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"banks": "quarterly",
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"retail": "monthly",
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"telecom_it": "quarterly",
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"property": "quarterly",
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"healthcare": "quarterly",
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"petrochem_materials": "quarterly",
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"consumer_staples": "quarterly",
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"utilities": "quarterly",
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"nonbank_finance": "quarterly",
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"exploration": "quarterly",
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}
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# Thai labels for every theme (used in the board theme column + per-symbol view)
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THEME_LABELS_TH: dict[str, str] = {
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"tourism": "ท่องเที่ยว",
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"auto_credit": "รถยนต์/สินเชื่อ",
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"refining_energy": "พลังงาน/โรงกลั่น",
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"banks": "ธนาคาร",
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"retail": "ค้าปลีก",
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"telecom_it": "สื่อสาร/ไอที",
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"property": "อสังหาริมทรัพย์",
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"healthcare": "โรงพยาบาล",
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"petrochem_materials": "ปิโตรเคมี/วัสดุ",
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"consumer_staples": "อาหาร/อุปโภค",
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"utilities": "สาธารณูปโภค",
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"nonbank_finance": "การเงินนอกธนาคาร",
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"exploration": "สำรวจ/ผลิตพลังงาน",
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}
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@@ -192,7 +233,17 @@ def symbol_breakdown(
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s = theme_surprises.get(tid)
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if s is not None:
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theme_values.append(float(s))
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theme_lines.append({"theme": tid, "surprise": round(float(s), 3)})
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theme_lines.append({
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"theme": tid,
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"label_th": THEME_LABELS_TH.get(tid, tid),
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"surprise": round(float(s), 3),
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})
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else:
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theme_lines.append({
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"theme": tid,
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"label_th": THEME_LABELS_TH.get(tid, tid),
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"surprise": None,
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})
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theme_score = (sum(theme_values) / len(theme_values)) if theme_values else 0.0
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# find the factor row for this symbol
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@@ -101,5 +101,7 @@ class SymbolBreakdownTest(unittest.TestCase):
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from app import themes
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d = themes.symbol_breakdown("BANPU", factor_view=factor_view, theme_surprises={})
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self.assertEqual(d["theme_score"], 0.0)
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self.assertEqual(d["themes"], ["refining_energy"]) # BANPU in energy map
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self.assertEqual(d["theme_contributions"], []) # but no surprise set -> 0
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# BANPU is in energy/petrochem/utilities maps (full SET50 coverage)
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self.assertTrue(set(d["themes"]) >= {"refining_energy", "petrochem_materials", "utilities"})
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# no surprises set -> every contribution has surprise=None and theme_score 0
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self.assertTrue(all(c["surprise"] is None for c in d["theme_contributions"]))
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