Simplify public disclosure reader UI

README.md

@@ -1,6 +1,5 @@
 ---
-title: Senator Financial Disclosure Explorer
-emoji: 📊
+title: Senate Disclosure Reader
 colorFrom: green
 colorTo: yellow
 sdk: gradio
@@ -10,8 +9,8 @@ pinned: false
 license: cc-by-4.0
 ---
 
-# Senator Financial Disclosure Explorer
+# Senate Disclosure Reader
 
-Public-interest explorer for official Senate financial disclosures: reported wealth ranges, disclosed transactions, filing delays, and cautious market-context checks.
+Plain-English reader for official Senate financial disclosures: search filers, reported wealth ranges, transaction rows, filing dates, and source receipts.
 
-This Space does not claim intent, illegality, causality, insider trading, realized private returns, or release-grade above-market alpha.
+This Space does not claim intent, illegality, causality, insider trading, realized private returns, or market-beating performance.

app.py

@@ -82,8 +82,8 @@ def window_label(value: str) -> str:
 
 def claim_label(value: str) -> str:
     labels = {
-        "blocked_market_data_policy": "Not a public alpha claim: stronger market data required",
-        "blocked": "Not a public alpha claim",
+        "blocked_market_data_policy": "Not enough public market data for a market-beating claim",
+        "blocked": "Not enough public data for a market-beating claim",
     }
     return labels.get(str(value), str(value).replace("_", " "))
 
@@ -101,6 +101,7 @@ RETURN_HANDOFF = pd.read_csv(DATA / "reporter_handoff" / "return_test_summary_ha
 TRADES = read_jsonl_gz("trades.jsonl.gz")
 WEALTH = read_jsonl_gz("net_worth_intervals.jsonl.gz")
 FILINGS = read_jsonl_gz("filings.jsonl.gz")
+SENATORS = pd.read_csv(DATASET / "senators.csv")
 
 TRADES["transaction_year"] = pd.to_datetime(TRADES["transaction_date"], errors="coerce").dt.year
 TRADES["filing_lag_days_num"] = pd.to_numeric(TRADES.get("filing_lag_days"), errors="coerce")
@@ -111,26 +112,143 @@ for col in ["net_worth_min", "net_worth_midpoint", "net_worth_max", "uncertainty
     WEALTH[col] = pd.to_numeric(WEALTH.get(col), errors="coerce")
 
 
+def title_name(value: str) -> str:
+    text = str(value or "").replace("-", " ").strip()
+    return " ".join(part.capitalize() for part in text.split())
+
+
+def build_filer_index() -> pd.DataFrame:
+    filing_counts = FILINGS.groupby("senator_id").size().rename("filings")
+    trade_counts = TRADES.groupby("senator_id").size().rename("transactions")
+    wealth_counts = WEALTH.groupby("senator_id").size().rename("wealth_ranges")
+    median_lag = TRADES.groupby("senator_id")["filing_lag_days_num"].median().round().rename("median_filing_lag_days")
+    ids = sorted(set(FILINGS["senator_id"]) | set(TRADES["senator_id"]) | set(WEALTH["senator_id"]) | set(SENATORS["senator_id"]))
+    frame = pd.DataFrame({"senator_id": ids})
+    frame = frame.merge(filing_counts, on="senator_id", how="left")
+    frame = frame.merge(trade_counts, on="senator_id", how="left")
+    frame = frame.merge(wealth_counts, on="senator_id", how="left")
+    frame = frame.merge(median_lag, on="senator_id", how="left")
+    roster = SENATORS[["senator_id", "display_name", "state", "party"]].copy()
+    frame = frame.merge(roster, on="senator_id", how="left")
+
+    filing_names = (
+        FILINGS.assign(
+            filing_display=(
+                FILINGS.get("filer_first_name", "").fillna("").map(title_name)
+                + " "
+                + FILINGS.get("filer_last_name", "").fillna("").map(title_name)
+            ).str.strip()
+        )
+        .groupby("senator_id")["filing_display"]
+        .agg(lambda values: values.dropna().iloc[0] if len(values.dropna()) else "")
+    )
+    frame = frame.merge(filing_names.rename("filing_display"), on="senator_id", how="left")
+    frame["display_name"] = frame["display_name"].fillna(frame["filing_display"]).fillna("")
+    frame.loc[frame["display_name"].eq(""), "display_name"] = frame.loc[frame["display_name"].eq(""), "senator_id"]
+    for col in ["filings", "transactions", "wealth_ranges"]:
+        frame[col] = frame[col].fillna(0).astype(int)
+    frame["median_filing_lag_days"] = frame["median_filing_lag_days"].fillna("")
+    frame["state"] = frame["state"].fillna("")
+    frame["party"] = frame["party"].fillna("")
+    frame["search_text"] = (
+        frame["display_name"].astype(str)
+        + " "
+        + frame["senator_id"].astype(str)
+        + " "
+        + frame["state"].astype(str)
+        + " "
+        + frame["party"].astype(str)
+    ).str.lower()
+    return frame.sort_values(["transactions", "filings", "display_name"], ascending=[False, False, True])
+
+
+FILER_INDEX = build_filer_index()
+
+
+def name_for_id(senator_id: str) -> str:
+    match = FILER_INDEX[FILER_INDEX["senator_id"] == senator_id]
+    if match.empty:
+        return str(senator_id)
+    row = match.iloc[0]
+    suffix = ""
+    if row.get("state") or row.get("party"):
+        suffix = f" ({row.get('party', '')}-{row.get('state', '')})".replace(" (-", " (").replace("-)", ")")
+    return f"{row['display_name']}{suffix}"
+
+
+PUBLIC_FILER_COLUMNS = [
+    "Name in records",
+    "State",
+    "Party",
+    "Filings",
+    "Transactions",
+    "Wealth ranges",
+    "Typical filing lag (days)",
+]
+
+PUBLIC_WEALTH_COLUMNS = [
+    "Report year",
+    "Low estimate",
+    "Midpoint estimate",
+    "High estimate",
+    "Range width",
+    "Open-ended top bracket",
+    "How to read it",
+]
+
+PUBLIC_TRADE_COLUMNS = [
+    "Filer",
+    "Reported transaction date",
+    "Public filing date",
+    "Filing lag days",
+    "Disclosure transaction type",
+    "Reported owner",
+    "Asset name from filing",
+    "Ticker text from filing",
+    "Amount low",
+    "Amount high",
+    "What this row does not prove",
+]
+
+
+def resolve_filer(query: str) -> str:
+    q = str(query or "").strip().lower()
+    if q:
+        exact = FILER_INDEX[FILER_INDEX["senator_id"].str.lower().eq(q)]
+        if not exact.empty:
+            return str(exact.iloc[0]["senator_id"])
+        matches = FILER_INDEX[FILER_INDEX["search_text"].str.contains(q, regex=False)]
+        if not matches.empty:
+            return str(matches.iloc[0]["senator_id"])
+    wealth_ids = set(WEALTH["senator_id"])
+    matches = FILER_INDEX[FILER_INDEX["senator_id"].isin(wealth_ids)].sort_values(["wealth_ranges", "transactions"], ascending=[False, False])
+    return str(matches.iloc[0]["senator_id"]) if not matches.empty else str(FILER_INDEX.iloc[0]["senator_id"])
+
+
+def empty_state_figure(message: str):
+    fig = go.Figure()
+    fig.add_annotation(
+        text=message,
+        x=0.5,
+        y=0.5,
+        xref="paper",
+        yref="paper",
+        showarrow=False,
+        font=dict(size=16, color="#334155", family=FONT_FAMILY),
+    )
+    fig.update_layout(height=360, margin=dict(l=24, r=24, t=34, b=24))
+    return style_figure(fig)
+
+
 def hero_html() -> str:
     return """
-    <section class="hero-panel" style="background:#ffffff;border:1px solid #cbd5e1;border-radius:12px;padding:22px 24px;margin:12px 0 16px;box-shadow:0 16px 40px rgba(15,23,42,.08);">
-      <div style="display:flex;gap:22px;align-items:flex-start;justify-content:space-between;flex-wrap:wrap;">
-        <div style="min-width:280px;flex:1 1 620px;">
-          <div style="color:#0f766e;font-size:.88rem;font-weight:800;letter-spacing:.04em;text-transform:uppercase;margin-bottom:8px;">Official Senate financial disclosure data</div>
-          <h1 style="color:#0f172a;font-size:2.35rem;line-height:1.08;font-weight:850;margin:0 0 10px;">Senator Financial Disclosure Explorer</h1>
-          <p style="color:#334155;font-size:1.08rem;line-height:1.6;max-width:850px;margin:0;">
-            This turns public Senate disclosure forms into searchable visuals: reported wealth ranges, disclosed transactions,
-            filing delays, and cautious market-context checks. It is built to show what the records say, where the uncertainty is,
-            and what cannot be concluded from the disclosures alone.
-          </p>
-        </div>
-        <div style="background:#f8fafc;border:1px solid #d7dee8;border-radius:10px;padding:14px 16px;min-width:250px;flex:0 1 310px;">
-          <div style="color:#64748b;font-size:.84rem;font-weight:800;text-transform:uppercase;letter-spacing:.04em;">Current evidence status</div>
-          <div style="color:#0f172a;font-size:1.35rem;font-weight:850;line-height:1.2;margin-top:5px;">Disclosure explorer: ready</div>
-          <div style="color:#8a4b00;font-size:1rem;font-weight:800;margin-top:10px;">Market-beating proof: not established</div>
-          <p style="color:#475569;font-size:.95rem;line-height:1.45;margin:8px 0 0;">The market checks are exploratory because the public bundle does not use a licensed total-return source with delisting handling.</p>
-        </div>
-      </div>
+    <section class="hero-panel">
+      <div class="eyebrow">Official Senate disclosure records</div>
+      <h1>Senate stock disclosures, made easier to read</h1>
+      <p class="hero-answer">
+        Search public Senate filings for reported trades, asset and wealth ranges, filing dates, and links back to source records.
+      </p>
+      <div class="not-verdict">It is not an accusation and it does not prove motive, illegality, insider trading, or market-beating performance.</div>
     </section>
     """
 
@@ -138,87 +256,87 @@ def hero_html() -> str:
 def plain_english_cards_html() -> str:
     cards = [
         (
-            "What this is",
-            "A public-records browser for Senate financial disclosures: filings, reported asset ranges, liabilities, income rows, and disclosed transactions.",
+            "Wealth is a range",
+            "Senate forms use dollar brackets, so this app shows low-to-high estimates, not exact net worth.",
             "#e8f7f3",
             "#0f766e",
         ),
         (
-            "Why wealth is shown as ranges",
-            "Disclosures use broad dollar brackets. The app shows low, midpoint, and high estimates so the uncertainty stays visible.",
+            "Transactions are disclosures",
+            "Rows come from public forms. They do not include exact execution prices or private profit.",
             "#eef4ff",
             "#3155b7",
         ),
         (
-            "What the market charts mean",
-            "They compare disclosed timing to simple benchmarks under stated assumptions. They do not prove motive, private profit, illegality, or insider trading.",
+            "The math lives in Advanced",
+            "Benchmark charts are context only, so they stay out of the simple reading path.",
             "#fff7e8",
             "#8a4b00",
         ),
     ]
     cells = "".join(
         f"""
-        <div style="background:{bg};border:1px solid rgba(15,23,42,.12);border-radius:10px;padding:15px 16px;min-height:142px;">
-          <div style="color:{accent};font-size:1.02rem;font-weight:850;margin-bottom:8px;">{title}</div>
-          <div style="color:#243447;font-size:1rem;line-height:1.5;">{body}</div>
+        <div class="plain-card" style="background:{bg};border-color:{accent};">
+          <div class="plain-card-title" style="color:{accent};">{title}</div>
+          <div class="plain-card-body">{body}</div>
         </div>
         """
         for title, body, bg, accent in cards
     )
-    return f"<div class='plain-cards' style='display:grid;grid-template-columns:repeat(3,minmax(0,1fr));gap:12px;margin:14px 0 18px;'>{cells}</div>"
+    return f"<div class='plain-cards'>{cells}</div>"
 
 
 def metric_html() -> str:
     counts = MANIFEST.get("counts", {})
     dataset = counts.get("dataset", {})
-    returns = counts.get("return_tests", {})
     items = [
-        ("Disclosed transaction rows", fmt_int(dataset.get("trades", "")), "transactions listed in Senate reports"),
-        ("Financial disclosure filings", fmt_int(dataset.get("filings", "")), "annual reports, PTRs, and amendments"),
-        ("Reported asset rows", fmt_int(dataset.get("annual_assets", "")), "asset bracket rows parsed from filings"),
-        ("Wealth range estimates", fmt_int(dataset.get("net_worth_intervals", "")), "low/mid/high disclosure estimates"),
-        ("Market-context event rows", fmt_int(returns.get("return_test_events", "")), "exploratory benchmark comparisons"),
-        ("Public alpha claim", "Not established", "blocked by market-data standard"),
+        (fmt_int(dataset.get("filings", "")), "public filings"),
+        (fmt_int(dataset.get("trades", "")), "reported trades"),
+        (fmt_int(dataset.get("net_worth_intervals", "")), "wealth ranges"),
     ]
     cells = "".join(
-        f"""
-        <div class='metric' style='border:1px solid #cbd5e1;border-radius:10px;padding:13px 14px;background:#ffffff;box-shadow:0 6px 18px rgba(15,23,42,.05);'>
-          <div class='metric-value' style='font-size:1.38rem;font-weight:850;color:#0f766e;line-height:1.15;overflow-wrap:anywhere;'>{value}</div>
-          <div class='metric-label' style='font-size:.92rem;color:#0f172a;font-weight:800;margin-top:5px;line-height:1.25;'>{label}</div>
-          <div style='font-size:.82rem;color:#475569;font-weight:600;margin-top:4px;line-height:1.25;'>{note}</div>
-        </div>
-        """
-        for label, value, note in items
+        f"<span class='count-pill'><strong>{value}</strong> {label}</span>"
+        for value, label in items
     )
-    return f"<div class='metrics' style='display:grid;grid-template-columns:repeat(6,minmax(0,1fr));gap:12px;margin:14px 0 18px;'>{cells}</div>"
+    return f"<div class='count-strip'><span class='count-label'>Behind the app:</span>{cells}<span class='count-note'>More technical tables live in Advanced.</span></div>"
 
 
 def boundary_html() -> str:
     return """
-    <div class='boundary' style='border-left:5px solid #8a4b00;background:#fff7e8;color:#3f2a00;padding:14px 16px;border-radius:8px;margin:12px 0 20px;font-size:1rem;line-height:1.55;'>
-      <strong style='color:#2f1d00;font-weight:850;'>Important boundary:</strong>
-      This is a public disclosure explorer, not an accusation tool. It does not claim intent, illegality, causality,
-      insider trading, realized private returns, or proven above-market performance.
+    <div class='boundary'>
+      <strong>Plain-English boundary:</strong> Public disclosure records can show what was reported and when.
+      They cannot, by themselves, prove why someone traded or whether a private return was earned.
     </div>
     """
 
 
 def overview_intro_html() -> str:
     return """
-    <div class="section-intro" style="background:#ffffff;border:1px solid #cbd5e1;border-radius:10px;padding:16px 18px;margin:8px 0 14px;">
-      <div style="color:#0f172a;font-size:1.18rem;font-weight:850;margin-bottom:6px;">Start with the records, then the timing</div>
-      <div style="color:#334155;font-size:1rem;line-height:1.55;">
-        The first charts show filing behavior and what assets appear most often in disclosed transactions.
-        The return chart is deliberately lower on the page because it is context, not a verdict.
+    <div class="simple-start">
+      <h2>Understand it in five seconds</h2>
+      <p>This is a search tool for public Senate financial disclosure records. It helps answer who filed, what was reported, when it became public, and where the original record trail lives.</p>
+      <div class="question-grid">
+        <div><strong>1. Search a senator</strong><span>See reported filings, trades, and wealth ranges.</span></div>
+        <div><strong>2. Search an asset</strong><span>Find transaction rows that mention a company, fund, or ticker text.</span></div>
+        <div><strong>3. Open Advanced</strong><span>Use this only for market context, source gaps, and downloads.</span></div>
       </div>
     </div>
     """
 
 
+def public_source_summary_html() -> str:
+    return """
+    <div class="path-panel">
+      <strong>Best first step:</strong> search a senator by name, then open the original filing when you need the source.
+      <p>Public disclosure forms show what was reported and when. They usually do not show intent, exact dollar amounts, or the reason for a trade.</p>
+    </div>
+    """
+
+
 def market_note_html() -> str:
     return """
     <div class="section-intro" style="background:#f8fafc;border:1px solid #cbd5e1;border-radius:10px;padding:15px 16px;margin:12px 0;">
-      <div style="color:#0f172a;font-size:1.08rem;font-weight:850;margin-bottom:5px;">How to read the market-context chart</div>
+      <div style="color:#0f172a;font-size:1.08rem;font-weight:800;margin-bottom:5px;">How to read this benchmark-context chart</div>
       <div style="color:#334155;font-size:1rem;line-height:1.55;">
         Bars above zero mean the disclosed transaction set moved more than a simple benchmark in that window under one assumption.
         Bars below zero mean it moved less. Because this public bundle uses no-cost adjusted-close data, every row remains exploratory.
@@ -235,20 +353,19 @@ def return_chart():
                 name=str(date_basis).capitalize(),
                 x=frame["window_label"],
                 y=frame["equal_weight_alpha_pct"],
-                customdata=frame[["claim_status_label", "n_events", "q_value"]],
+                customdata=frame[["claim_status_label", "n_events"]],
                 hovertemplate=(
                     "%{x}<br>"
                     "Benchmark difference: %{y:.3f}%<br>"
                     "Rows: %{customdata[1]}<br>"
-                    "%{customdata[0]}<br>"
-                    "q-value: %{customdata[2]}<extra></extra>"
+                    "%{customdata[0]}<extra></extra>"
                 ),
             )
         )
     fig.add_hline(y=0, line_width=1, line_color="#555")
     fig.update_layout(
-        title="Exploratory market check: disclosed transactions vs benchmark",
-        yaxis_title="Benchmark difference (%)",
+        title="Advanced benchmark context",
+        yaxis_title="Market move vs benchmark (%)",
         xaxis_title="Market window after date",
         barmode="group",
         margin=dict(l=64, r=20, t=70, b=62),
@@ -297,9 +414,9 @@ def top_ticker_chart():
     counts.columns = ["ticker", "rows"]
     fig = px.bar(counts, x="rows", y="ticker", orientation="h", color="rows", color_continuous_scale="Viridis")
     fig.update_layout(
-        title="Ticker candidates that appear most often",
-        xaxis_title="Rows",
-        yaxis_title="Ticker candidate",
+        title="Stock-symbol text found most often in disclosures",
+        xaxis_title="Disclosure rows",
+        yaxis_title="Symbol text from filing",
         margin=dict(l=80, r=20, t=60, b=50),
         coloraxis_showscale=False,
     )
@@ -314,7 +431,18 @@ def wealth_senators() -> list[str]:
 def wealth_chart(senator_id: str):
     frame = WEALTH[WEALTH["senator_id"] == senator_id].sort_values("report_year_num")
     if frame.empty:
-        return style_figure(go.Figure())
+        fig = go.Figure()
+        fig.add_annotation(
+            text="No wealth-range rows found for this filer.",
+            x=0.5,
+            y=0.5,
+            xref="paper",
+            yref="paper",
+            showarrow=False,
+            font=dict(size=16, color="#334155", family=FONT_FAMILY),
+        )
+        fig.update_layout(height=360, margin=dict(l=20, r=20, t=40, b=20))
+        return style_figure(fig)
     fig = go.Figure()
     fig.add_trace(
         go.Scatter(
@@ -349,7 +477,7 @@ def wealth_chart(senator_id: str):
         )
     )
     fig.update_layout(
-        title=f"Reported wealth range over time: {senator_id}",
+        title=f"Reported wealth range over time: {name_for_id(senator_id)}",
         xaxis_title="Report year",
         yaxis_title="Estimated range from disclosure brackets ($)",
         margin=dict(l=70, r=20, t=60, b=50),
@@ -381,18 +509,84 @@ def wealth_table(senator_id: str) -> pd.DataFrame:
     )
 
 
+def filer_search(query: str, max_rows: int = 12) -> pd.DataFrame:
+    q = str(query or "").strip().lower()
+    if not q:
+        return pd.DataFrame(columns=PUBLIC_FILER_COLUMNS)
+    frame = FILER_INDEX.copy()
+    frame = frame[frame["search_text"].str.contains(q, regex=False)]
+    frame = frame.head(int(max_rows))
+    display = frame[["display_name", "state", "party", "filings", "transactions", "wealth_ranges", "median_filing_lag_days"]].copy()
+    return display.rename(
+        columns={
+            "display_name": "Name in records",
+            "state": "State",
+            "party": "Party",
+            "filings": "Filings",
+            "transactions": "Transactions",
+            "wealth_ranges": "Wealth ranges",
+            "median_filing_lag_days": "Typical filing lag (days)",
+        }
+    )
+
+
+def filer_profile_html(query: str) -> str:
+    if not str(query or "").strip():
+        return """
+        <div class='profile-card empty-state'>
+          <h2>Search a senator to start</h2>
+          <p>Type a name, state, party, or filer ID. The result shows what appears in the public disclosure dataset, not a judgment about the person.</p>
+        </div>
+        """
+    senator_id = resolve_filer(query)
+    match = FILER_INDEX[FILER_INDEX["senator_id"] == senator_id]
+    if match.empty:
+        return "<div class='profile-card'><strong>No match found.</strong> Try a name, state, or filer ID.</div>"
+    row = match.iloc[0]
+    lag = row.get("median_filing_lag_days", "")
+    lag_text = f"{int(lag)} days" if str(lag).strip() else "not enough transaction rows"
+    return f"""
+    <div class='profile-card'>
+      <div class='profile-kicker'>Selected public filer</div>
+      <h2>{name_for_id(senator_id)}</h2>
+      <div class='profile-grid'>
+        <span><strong>{fmt_int(row.get('filings', 0))}</strong> filings</span>
+        <span><strong>{fmt_int(row.get('transactions', 0))}</strong> transaction rows</span>
+        <span><strong>{fmt_int(row.get('wealth_ranges', 0))}</strong> wealth ranges</span>
+        <span><strong>{lag_text}</strong> typical filing lag</span>
+      </div>
+    </div>
+    """
+
+
+def filer_wealth_chart(query: str):
+    if not str(query or "").strip():
+        return empty_state_figure("Search a senator to see reported wealth ranges.")
+    return wealth_chart(resolve_filer(query))
+
+
+def filer_wealth_table(query: str) -> pd.DataFrame:
+    if not str(query or "").strip():
+        return pd.DataFrame(columns=PUBLIC_WEALTH_COLUMNS)
+    return wealth_table(resolve_filer(query))
+
+
 def trade_search(query: str, min_lag: int, max_rows: int) -> pd.DataFrame:
     frame = TRADES.copy()
     if query:
         q = query.lower().strip()
+        matching_ids = FILER_INDEX[FILER_INDEX["search_text"].str.contains(q, regex=False)]["senator_id"].tolist()
         frame = frame[
             frame["asset_name"].fillna("").str.lower().str.contains(q, regex=False)
             | frame["ticker_candidate"].fillna("").str.lower().str.contains(q, regex=False)
             | frame["senator_id"].fillna("").str.lower().str.contains(q, regex=False)
+            | frame["senator_id"].isin(matching_ids)
         ]
     frame = frame[frame["filing_lag_days_num"].fillna(-1) >= min_lag]
+    frame = frame.head(int(max_rows)).copy()
+    frame["filer_name"] = frame["senator_id"].fillna("").map(name_for_id)
     cols = [
-        "senator_id",
+        "filer_name",
         "transaction_date",
         "filing_date",
         "filing_lag_days",
@@ -404,16 +598,16 @@ def trade_search(query: str, min_lag: int, max_rows: int) -> pd.DataFrame:
         "amount_max",
         "what_this_does_not_prove",
     ]
-    return frame[cols].head(int(max_rows)).rename(
+    return frame[cols].rename(
         columns={
-            "senator_id": "Senator/Filer ID",
+            "filer_name": "Filer",
             "transaction_date": "Reported transaction date",
             "filing_date": "Public filing date",
             "filing_lag_days": "Filing lag days",
             "transaction_type": "Disclosure transaction type",
             "owner": "Reported owner",
             "asset_name": "Asset name from filing",
-            "ticker_candidate": "Ticker candidate",
+            "ticker_candidate": "Ticker text from filing",
             "amount_min": "Amount low",
             "amount_max": "Amount high",
             "what_this_does_not_prove": "What this row does not prove",
@@ -421,6 +615,12 @@ def trade_search(query: str, min_lag: int, max_rows: int) -> pd.DataFrame:
     )
 
 
+def public_trade_search(query: str) -> pd.DataFrame:
+    if not str(query or "").strip():
+        return pd.DataFrame(columns=PUBLIC_TRADE_COLUMNS)
+    return trade_search(query, 0, 50)
+
+
 def return_handoff_display() -> pd.DataFrame:
     frame = RETURN_HANDOFF.copy()
     if "date_basis" in frame:
@@ -439,7 +639,6 @@ def return_handoff_display() -> pd.DataFrame:
         "midpoint_weight_alpha_pct",
         "bootstrap_ci_low_pct",
         "bootstrap_ci_high_pct",
-        "q_value",
         "claim_status",
         "plain_english_status",
     ]
@@ -448,15 +647,14 @@ def return_handoff_display() -> pd.DataFrame:
         columns={
             "date_basis": "Measured from",
             "window": "Window",
-            "events": "Transaction-event rows",
-            "senators": "Senators/filer IDs",
-            "tickers": "Ticker candidates",
+            "events": "Trade windows checked",
+            "senators": "Filers",
+            "tickers": "Stock symbols found",
             "equal_weight_alpha_pct": "Equal-weight benchmark difference (%)",
             "midpoint_weight_alpha_pct": "Midpoint-weight benchmark difference (%)",
             "bootstrap_ci_low_pct": "Bootstrap low (%)",
             "bootstrap_ci_high_pct": "Bootstrap high (%)",
-            "q_value": "FDR-adjusted q-value",
-            "claim_status": "Claim status",
+            "claim_status": "Status",
             "plain_english_status": "Plain English status",
         }
     )
@@ -480,6 +678,23 @@ def file_inventory() -> pd.DataFrame:
     return pd.DataFrame(rows)
 
 
+def audit_summary_html() -> str:
+    counts = MANIFEST.get("counts", {})
+    dataset = counts.get("dataset", {})
+    source_gaps = SOURCE_GAPS.get("source_gaps", [])
+    return f"""
+    <div class="audit-summary">
+      <h2>Source summary</h2>
+      <div class="audit-grid">
+        <div><strong>{fmt_int(dataset.get('source_artifacts', ''))}</strong><span>source artifacts tracked</span></div>
+        <div><strong>{fmt_int(len(source_gaps))}</strong><span>known source-gap notes</span></div>
+        <div><strong>No</strong><span>raw market-price file redistributed</span></div>
+      </div>
+      <p>Use the downloads below if you want to audit the package. Most visitors do not need this section.</p>
+    </div>
+    """
+
+
 CSS = """
 :root {
   --accent: #1b6b63;
@@ -489,6 +704,7 @@ CSS = """
   --line: #cbd5e1;
   --soft: #f8fafc;
   --font: Inter, ui-sans-serif, system-ui, -apple-system, BlinkMacSystemFont, "Segoe UI", sans-serif;
+  color-scheme: light;
 }
 html,
 body,
@@ -499,6 +715,7 @@ body,
 .gradio-container .contain {
   background: #f6f8fb !important;
   color: var(--ink) !important;
+  color-scheme: light !important;
 }
 .dark .gradio-container,
 .dark .gradio-container .main,
@@ -506,6 +723,7 @@ body,
 .dark .gradio-container .contain {
   background: #f6f8fb !important;
   color: var(--ink) !important;
+  color-scheme: light !important;
 }
 .gradio-container,
 .gradio-container * {
@@ -516,13 +734,177 @@ body,
   letter-spacing: 0;
 }
 .gradio-container {
-  max-width: 1180px !important;
+  max-width: 1080px !important;
   margin: auto;
   color: var(--ink);
   font-size: 16px;
   line-height: 1.48;
   padding: 0 18px 28px;
 }
+.hero-panel {
+  background: #ffffff;
+  border: 1px solid #cbd5e1;
+  border-radius: 14px;
+  padding: 26px 28px;
+  margin: 14px 0 14px;
+  box-shadow: 0 14px 34px rgba(15,23,42,.08);
+}
+.hero-panel .eyebrow {
+  color: #0f766e;
+  font-size: .86rem;
+  font-weight: 800;
+  letter-spacing: .04em;
+  text-transform: uppercase;
+  margin-bottom: 8px;
+}
+.hero-panel h1 {
+  color: #0f172a !important;
+  font-size: 2.55rem !important;
+  line-height: 1.04 !important;
+  font-weight: 800 !important;
+  margin: 0 0 10px !important;
+}
+.hero-answer {
+  color: #1f2937 !important;
+  font-size: 1.12rem !important;
+  line-height: 1.55 !important;
+  max-width: 830px;
+  margin: 0 !important;
+}
+.not-verdict {
+  display: inline-block;
+  margin-top: 14px;
+  color: #6b3b00;
+  background: #fff7e8;
+  border: 1px solid #e6bd7a;
+  border-radius: 999px;
+  padding: 8px 12px;
+  font-weight: 800;
+}
+.plain-cards {
+  display: grid;
+  grid-template-columns: repeat(3, minmax(0, 1fr));
+  gap: 12px;
+  margin: 14px 0;
+}
+.plain-card {
+  border: 1px solid;
+  border-radius: 12px;
+  padding: 16px;
+  min-height: 120px;
+}
+.plain-card-title {
+  font-size: 1.08rem;
+  font-weight: 800;
+  margin-bottom: 8px;
+}
+.plain-card-body {
+  color: #1f2937;
+  font-size: 1rem;
+  line-height: 1.45;
+  font-weight: 600;
+}
+.count-strip {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 8px;
+  align-items: center;
+  background: #ffffff;
+  border: 1px solid #d7dee8;
+  border-radius: 12px;
+  padding: 12px 14px;
+  margin: 12px 0;
+}
+.count-label {
+  color: #334155;
+  font-weight: 800;
+}
+.count-pill {
+  background: #eef7f5;
+  color: #0f3f3a;
+  border: 1px solid #b8dcd6;
+  border-radius: 999px;
+  padding: 6px 10px;
+  font-weight: 700;
+}
+.count-pill strong {
+  color: #0f766e !important;
+  font-weight: 800 !important;
+}
+.count-note {
+  color: #64748b;
+  font-weight: 700;
+}
+.simple-start,
+.path-panel,
+.section-intro,
+.profile-card {
+  background: #ffffff;
+  border: 1px solid #cbd5e1;
+  border-radius: 12px;
+  padding: 16px 18px;
+  margin: 10px 0 14px;
+  color: #1f2937;
+}
+.simple-start h2,
+.profile-card h2 {
+  color: #0f172a !important;
+  font-size: 1.45rem !important;
+  font-weight: 800 !important;
+  line-height: 1.2 !important;
+  margin: 0 0 8px !important;
+}
+.question-grid,
+.profile-grid,
+.audit-grid {
+  display: grid;
+  grid-template-columns: repeat(3, minmax(0, 1fr));
+  gap: 10px;
+  margin-top: 12px;
+}
+.question-grid div,
+.profile-grid span,
+.audit-grid div {
+  background: #f8fafc;
+  border: 1px solid #d7dee8;
+  border-radius: 10px;
+  padding: 12px;
+  color: #1f2937;
+}
+.question-grid strong,
+.profile-grid strong,
+.audit-grid strong {
+  display: block;
+  color: #0f172a !important;
+  font-weight: 800 !important;
+  margin-bottom: 4px;
+}
+.question-grid span,
+.profile-grid span,
+.audit-grid span {
+  color: #334155;
+  font-weight: 700;
+}
+.audit-summary h2 {
+  color: #0f172a !important;
+  font-size: 1.35rem !important;
+  font-weight: 800 !important;
+  margin: 0 0 8px !important;
+}
+.profile-kicker {
+  color: #0f766e;
+  font-size: .84rem;
+  font-weight: 800;
+  letter-spacing: .04em;
+  text-transform: uppercase;
+  margin-bottom: 6px;
+}
+.gradio-container a,
+.gradio-container a *,
+.gradio-container strong,
+.gradio-container b {
+  color: #0f172a !important;
+}
 .gradio-container h1,
 .gradio-container .prose h1,
 .gradio-container .markdown h1 {
@@ -545,7 +927,7 @@ body,
 .gradio-container button[role="tab"] {
   color: #0f172a !important;
   font-size: 1rem !important;
-  font-weight: 650 !important;
+  font-weight: 700 !important;
 }
 .gradio-container button[role="tab"][aria-selected="true"] {
   color: var(--accent) !important;
@@ -561,19 +943,37 @@ body,
   font-size: 1rem !important;
   background: #ffffff !important;
 }
+.gradio-container code {
+  color: #0f172a !important;
+  background: #eef4f8 !important;
+  border: 1px solid #d7dee8 !important;
+  border-radius: 6px !important;
+  padding: 1px 5px !important;
+}
+[role="listbox"],
+[role="option"],
+.gradio-container .options,
+.gradio-container .option,
+.gradio-container .svelte-select-list,
+.gradio-container .dropdown-options {
+  background: #ffffff !important;
+  color: #111827 !important;
+}
 .gradio-container .block,
 .gradio-container .form,
 .gradio-container .panel,
 .gradio-container .plot-container,
 .gradio-container .table-wrap,
-.gradio-container .dataframe {
+.gradio-container .dataframe,
+.gradio-container .input-container,
+.gradio-container .container {
   background: #ffffff !important;
   color: #111827 !important;
 }
 .metrics { display: grid; grid-template-columns: repeat(6, minmax(0, 1fr)); gap: 12px; margin: 14px 0 18px; }
 .metric { border: 1px solid var(--line); border-radius: 8px; padding: 13px 14px; background: #ffffff; }
 .metric-value { font-size: 1.45rem; font-weight: 800; color: var(--accent); line-height: 1.18; overflow-wrap: anywhere; }
-.metric-label { font-size: .92rem; color: var(--muted); font-weight: 650; margin-top: 5px; }
+.metric-label { font-size: .92rem; color: var(--muted); font-weight: 700; margin-top: 5px; }
 .boundary {
   border-left: 5px solid var(--warn);
   background: #fff7e8;
@@ -596,7 +996,7 @@ body,
 .gradio-container th {
   background: #eef4f8 !important;
   color: #0f172a !important;
-  font-weight: 750 !important;
+  font-weight: 700 !important;
 }
 .gradio-container td {
   background: #ffffff !important;
@@ -606,16 +1006,16 @@ body,
   border-color: var(--line) !important;
 }
 @media (max-width: 900px) {
-  .metrics, .plain-cards { grid-template-columns: repeat(2, minmax(0, 1fr)) !important; }
-  .hero-panel h1 { font-size: 1.8rem !important; }
+  .plain-cards, .question-grid, .profile-grid, .audit-grid { grid-template-columns: 1fr !important; }
+  .hero-panel h1 { font-size: 2rem !important; }
 }
 @media (max-width: 620px) {
-  .metrics, .plain-cards { grid-template-columns: 1fr !important; }
+  .plain-cards { grid-template-columns: 1fr !important; }
 }
 """
 
 
-with gr.Blocks(title="Senator Financial Disclosure Explorer") as demo:
+with gr.Blocks(title="Senate Disclosure Reader") as demo:
     gr.HTML(hero_html())
     gr.HTML(plain_english_cards_html())
     gr.HTML(metric_html())
@@ -624,57 +1024,65 @@ with gr.Blocks(title="Senator Financial Disclosure Explorer") as demo:
     with gr.Tabs():
         with gr.Tab("Start Here"):
             gr.HTML(overview_intro_html())
-            with gr.Row():
-                gr.Plot(value=filing_delay_chart(), label="Filing delay: how late were public reports?")
-                gr.Plot(value=top_ticker_chart(), label="Ticker candidates: what appears in filings?")
             gr.HTML(
-                "<div class='section-intro' style='background:#ffffff;border:1px solid #cbd5e1;border-radius:10px;padding:15px 16px;margin:12px 0;color:#334155;font-size:1rem;line-height:1.55;'>"
-                "<strong style='color:#0f172a;'>Where to go next:</strong> use <strong>Wealth Ranges</strong> to inspect bracket-based wealth estimates, "
-                "<strong>Disclosed Transactions</strong> to search filings, <strong>Market Checks</strong> for cautious benchmark context, and <strong>Receipts</strong> for the audit trail."
+                "<div class='path-panel'>"
+                "<div><strong>Most people should use the first two tabs.</strong></div>"
+                "<p><b>Search Senator</b> answers, 'What did this filer report over time?' <b>Search Trades</b> answers, 'What transaction rows mention this company, fund, or ticker text?' <b>Advanced</b> keeps assumptions and receipts out of the way.</p>"
                 "</div>"
             )
 
-        with gr.Tab("Wealth Ranges"):
-            choices = wealth_senators()
-            gr.HTML("<div class='section-intro' style='background:#ffffff;border:1px solid #cbd5e1;border-radius:10px;padding:15px 16px;margin:8px 0 14px;color:#334155;font-size:1rem;line-height:1.55;'><strong style='color:#0f172a;'>Read this as a range, not a precise fortune.</strong> Senate forms use value brackets, so the ribbon shows low-to-high estimates from reported assets and liabilities.</div>")
-            selector = gr.Dropdown(choices=choices, value=choices[0] if choices else None, label="Choose a senator/filer ID")
-            wealth_plot = gr.Plot(value=wealth_chart(choices[0]) if choices else style_figure(go.Figure()), label="Reported wealth range")
-            wealth_rows = gr.Dataframe(value=wealth_table(choices[0]) if choices else pd.DataFrame(), label="Range rows from disclosure brackets", interactive=False, wrap=True)
-            selector.change(wealth_chart, inputs=selector, outputs=wealth_plot)
-            selector.change(wealth_table, inputs=selector, outputs=wealth_rows)
-
-        with gr.Tab("Disclosed Transactions"):
-            gr.HTML("<div class='section-intro' style='background:#ffffff;border:1px solid #cbd5e1;border-radius:10px;padding:15px 16px;margin:8px 0 14px;color:#334155;font-size:1rem;line-height:1.55;'><strong style='color:#0f172a;'>These are disclosed transaction rows.</strong> A row can be a purchase, sale, exchange, or another reported transaction type. The table does not know execution price, exact trade size, or private realized return.</div>")
-            with gr.Row():
-                search_box = gr.Textbox(label="Search asset, ticker, or filer ID", value="")
-                min_lag = gr.Slider(0, 400, value=0, step=5, label="Minimum filing lag days")
-                max_rows = gr.Slider(10, 250, value=50, step=10, label="Rows")
-            trade_rows = gr.Dataframe(value=trade_search("", 0, 50), label="Disclosed transaction rows", interactive=False, wrap=True)
-            search_box.change(trade_search, inputs=[search_box, min_lag, max_rows], outputs=trade_rows)
-            min_lag.change(trade_search, inputs=[search_box, min_lag, max_rows], outputs=trade_rows)
-            max_rows.change(trade_search, inputs=[search_box, min_lag, max_rows], outputs=trade_rows)
-            gr.Plot(value=trade_type_chart(), label="Transaction type by year")
-
-        with gr.Tab("Market Checks"):
-            gr.HTML(market_note_html())
-            gr.Plot(value=return_chart(), label="Exploratory market-context chart")
-            gr.Dataframe(value=return_handoff_display(), label="Plain-English market-check rows", interactive=False, wrap=True)
-            gr.HTML("<div class='boundary' style='border-left:5px solid #8a4b00;background:#fff7e8;color:#3f2a00;padding:14px 16px;border-radius:8px;margin:12px 0 20px;font-size:1rem;line-height:1.55;'><strong style='color:#2f1d00;'>Bottom line:</strong> these rows are blocked from public alpha claims. A positive cell is not proof of intent, illegality, causality, insider trading, or realized private return.</div>")
-
-        with gr.Tab("Receipts"):
-            gr.HTML("<div class='section-intro' style='background:#ffffff;border:1px solid #cbd5e1;border-radius:10px;padding:15px 16px;margin:8px 0 14px;color:#334155;font-size:1rem;line-height:1.55;'><strong style='color:#0f172a;'>Receipts are the audit trail.</strong> The files below show what was included, what was intentionally omitted, and where source or market-data gaps remain.</div>")
-            gr.Dataframe(value=source_gap_table(), label="Source-gap report", interactive=False, wrap=True)
-            gr.Dataframe(value=file_inventory(), label="Bundle inventory", interactive=False, wrap=True)
-            gr.File(
-                value=str(DATA / "public_release_manifest.json"),
-                label="Public release manifest",
-                interactive=False,
-            )
-            gr.File(
-                value=str(DATA / "dataset_bundle" / "return_tests.csv"),
-                label="Return-test summary CSV",
-                interactive=False,
+        with gr.Tab("Search Senator"):
+            gr.HTML("<div class='section-intro'><strong>Search a senator.</strong> The chart shows a reported range, not exact wealth.</div>")
+            filer_query = gr.Textbox(
+                label="Name, state, or filer ID",
+                value="",
+                placeholder="Type a senator name, state, party, or filer ID",
+                show_label=True,
             )
+            filer_results = gr.Dataframe(value=filer_search(""), label="Matching filers", interactive=False, wrap=True)
+            filer_profile = gr.HTML(filer_profile_html(""))
+            wealth_plot = gr.Plot(value=filer_wealth_chart(""), label="Reported wealth range", show_label=False)
+            with gr.Accordion("Show the range rows", open=False):
+                wealth_rows = gr.Dataframe(value=filer_wealth_table(""), label="Rows behind the chart", interactive=False, wrap=True)
+            for event in (filer_query.input, filer_query.submit, filer_query.change):
+                event(filer_search, inputs=filer_query, outputs=filer_results)
+                event(filer_profile_html, inputs=filer_query, outputs=filer_profile)
+                event(filer_wealth_chart, inputs=filer_query, outputs=wealth_plot)
+                event(filer_wealth_table, inputs=filer_query, outputs=wealth_rows)
+
+        with gr.Tab("Search Trades"):
+            gr.HTML("<div class='section-intro'><strong>Search transaction disclosures.</strong> These rows show what was reported on forms. They do not show exact execution price or private profit.</div>")
+            search_box = gr.Textbox(label="Company, ticker, asset, or filer ID", value="", placeholder="Try: AAPL, Microsoft, SPY, Cruz")
+            trade_rows = gr.Dataframe(value=public_trade_search(""), label="Matching transaction rows", interactive=False, wrap=True)
+            for event in (search_box.input, search_box.submit, search_box.change):
+                event(public_trade_search, inputs=search_box, outputs=trade_rows)
+
+        with gr.Tab("Advanced"):
+            gr.HTML("<div class='section-intro'><strong>Advanced area.</strong> This is where the heavier charts, market assumptions, and receipts live.</div>")
+            with gr.Accordion("Filing-delay chart", open=False):
+                gr.Plot(value=filing_delay_chart(), show_label=False)
+            with gr.Accordion("Stock-symbol text chart", open=False):
+                gr.HTML("<div class='small-note'>Ticker text is parsed from disclosure forms. It is not always a verified security identifier.</div>")
+                gr.Plot(value=top_ticker_chart(), show_label=False)
+            with gr.Accordion("Benchmark context", open=False):
+                gr.HTML(market_note_html())
+                gr.Plot(value=return_chart(), show_label=False)
+                gr.Dataframe(value=return_handoff_display(), label="Market-check rows", interactive=False, wrap=True)
+                gr.HTML("<div class='boundary'><strong>Bottom line:</strong> these rows are not public alpha proof. A positive cell is not proof of intent, illegality, causality, insider trading, or realized private return.</div>")
+            with gr.Accordion("Audit trail and downloads", open=False):
+                gr.HTML(audit_summary_html())
+                gr.Dataframe(value=source_gap_table(), label="Source-gap report", interactive=False, wrap=True)
+                gr.Dataframe(value=file_inventory(), label="Bundle inventory", interactive=False, wrap=True)
+                gr.File(
+                    value=str(DATA / "public_release_manifest.json"),
+                    label="Public release manifest",
+                    interactive=False,
+                )
+                gr.File(
+                    value=str(DATA / "dataset_bundle" / "return_tests.csv"),
+                    label="Return-test summary CSV",
+                    interactive=False,
+                )
 
 
 if __name__ == "__main__":

space_bundle_manifest.json

@@ -8,8 +8,8 @@
   "files": [
     {
       "path": "app.py",
-      "sha256": "8c303e8e6ee0e11d29512e99f663d5454048db85bbe7a016182df47db4756f24",
-      "byte_count": 30041
+      "sha256": "2cdc157335044caa3d49298cbd2618f787d304f08134774d9fa6abdad06c93b1",
+      "byte_count": 39823
     },
     {
       "path": "data/audit/claim_boundary.json",
@@ -98,8 +98,8 @@
     },
     {
       "path": "README.md",
-      "sha256": "e52e46bb2b6cc3dd1c334a0ce3465e5aa0d8c97329a4e0107afccad082f32156",
-      "byte_count": 544
+      "sha256": "5350c409b1ddf35423439b7aeb54f413df524f97c6698e4e90d28d2880a08ee9",
+      "byte_count": 488
     },
     {
       "path": "requirements.txt",
@@ -107,5 +107,5 @@
       "byte_count": 47
     }
   ],
-  "manifest_hash": "a0663b17e37274c65850f2c9e89b588acb6dac6dc3d88e7f74c2407c4408893c"
+  "manifest_hash": "0240d33cb57c5cf2224a610558dcfad56e3a96ff3bf4c0b0a6ee87c42205427f"
 }