first commit
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{
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"cells": [
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{
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"cell_type": "code",
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"execution_count": 3,
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||||
"id": "ab78f088-380c-49ef-8542-0e9428eb29aa",
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"metadata": {},
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"outputs": [],
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"source": [
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"import plotly.express as px\n",
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"import pandas as pd\n",
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"import numpy as np"
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]
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},
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||||
{
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||||
"cell_type": "markdown",
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||||
"id": "c9603e4d-4f96-41ba-bb45-f006763fff43",
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||||
"metadata": {},
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||||
"source": [
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"Data source: https://pasbdc.neoserra.com/activity/list/7?__formid=7&remove=&savename=&sort=DATE&sortdir=DESC&expr=&field_1=DATE&opt_auto_1=pfy&field_2=TYPE&opt_2=&opt_2=32&field_3=F_CENTER_ID&opt_3=-1&field_4=&sortdir=DESC"
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]
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},
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{
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"cell_type": "code",
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||||
"execution_count": 7,
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||||
"id": "a72c8bb6-0c90-42ac-bfa2-f913e083717f",
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"metadata": {},
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"outputs": [
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{
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"name": "stdout",
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"output_type": "stream",
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"text": [
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"Total letters: 298\n"
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]
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},
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{
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"data": {
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"text/html": [
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"<div>\n",
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||||
"<style scoped>\n",
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||||
" .dataframe tbody tr th:only-of-type {\n",
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||||
" vertical-align: middle;\n",
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||||
" }\n",
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"\n",
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||||
" .dataframe tbody tr th {\n",
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" vertical-align: top;\n",
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||||
" }\n",
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"\n",
|
||||
" .dataframe thead th {\n",
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||||
" text-align: right;\n",
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||||
" }\n",
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||||
"</style>\n",
|
||||
"<table border=\"1\" class=\"dataframe\">\n",
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||||
" <thead>\n",
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||||
" <tr style=\"text-align: right;\">\n",
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||||
" <th></th>\n",
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||||
" <th>Milestone Date</th>\n",
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" <th>Type</th>\n",
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" <th>Client</th>\n",
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" <th>Client ID</th>\n",
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||||
" <th>Center</th>\n",
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||||
" <th>Counselor</th>\n",
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||||
" <th>Affirmation</th>\n",
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" <th>Attribution Date</th>\n",
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" <th>Attribution Source</th>\n",
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" <th>Notes</th>\n",
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" <th>Attribution Signature</th>\n",
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" <th>Attribution Statement</th>\n",
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" </tr>\n",
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" </thead>\n",
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||||
" <tbody>\n",
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" <tr>\n",
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" <th>0</th>\n",
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" <td>9/30/2025 12:00 AM</td>\n",
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" <td>Leg. Letter</td>\n",
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" <td>Jones, Josephine (WD08182)</td>\n",
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" <td>WD08182</td>\n",
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" <td>WD - WIDENER SBDC</td>\n",
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||||
" <td>Daniel, Tim</td>\n",
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||||
" <td>Email</td>\n",
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||||
" <td>NaN</td>\n",
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||||
" <td>Email from Client</td>\n",
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||||
" <td>My name is Josephine Jones and I am the owner ...</td>\n",
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||||
" <td>NaN</td>\n",
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" <td>NaN</td>\n",
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||||
" </tr>\n",
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||||
" <tr>\n",
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||||
" <th>1</th>\n",
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" <td>9/30/2025 12:00 AM</td>\n",
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" <td>Leg. Letter</td>\n",
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" <td>Afrvbz LLC (WD07771)</td>\n",
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" <td>WD07771</td>\n",
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" <td>WD - WIDENER SBDC</td>\n",
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" <td>Daniel, Tim</td>\n",
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||||
" <td>Email</td>\n",
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" <td>NaN</td>\n",
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||||
" <td>Email from Client</td>\n",
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" <td>My name is Rasaq Lawal and I am the owner of A...</td>\n",
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" <td>NaN</td>\n",
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" <td>NaN</td>\n",
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" </tr>\n",
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" <tr>\n",
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" <th>2</th>\n",
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" <td>9/30/2025 12:00 AM</td>\n",
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" <td>Leg. Letter</td>\n",
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" <td>Hillian, DWAYNE (WD08319)</td>\n",
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" <td>WD08319</td>\n",
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" <td>WD - WIDENER SBDC</td>\n",
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||||
" <td>Daniel, Tim</td>\n",
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||||
" <td>Email</td>\n",
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" <td>NaN</td>\n",
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||||
" <td>Email from Client</td>\n",
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||||
" <td>My name is DWAYNE Hillian and I am the owner o...</td>\n",
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" <td>NaN</td>\n",
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" <td>NaN</td>\n",
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" </tr>\n",
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" <tr>\n",
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" <th>3</th>\n",
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" <td>9/30/2025 12:00 AM</td>\n",
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" <td>Leg. Letter</td>\n",
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" <td>Scioli, Joanne (WD08318)</td>\n",
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" <td>WD08318</td>\n",
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" <td>WD - WIDENER SBDC</td>\n",
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||||
" <td>Daniel, Tim</td>\n",
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" <td>Email</td>\n",
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" <td>NaN</td>\n",
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||||
" <td>Email from Client</td>\n",
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||||
" <td>My name is Joanne Scioli and I am the owner of...</td>\n",
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" <td>NaN</td>\n",
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" <td>NaN</td>\n",
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" </tr>\n",
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" <tr>\n",
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" <th>4</th>\n",
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" <td>9/30/2025 12:00 AM</td>\n",
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" <td>Leg. Letter</td>\n",
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" <td>INCOME + ESTATE PLANNING PARTNERS, P.A. (WD06115)</td>\n",
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" <td>WD06115</td>\n",
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" <td>WD - WIDENER SBDC</td>\n",
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" <td>Daniel, Tim</td>\n",
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" <td>Email</td>\n",
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" <td>NaN</td>\n",
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" <td>Email from Client</td>\n",
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" <td>My name is Craig Lytle and I am the owner of I...</td>\n",
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" <td>NaN</td>\n",
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" <td>NaN</td>\n",
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" </tr>\n",
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" </tbody>\n",
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"</table>\n",
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"</div>"
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],
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"text/plain": [
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" Milestone Date Type \\\n",
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"0 9/30/2025 12:00 AM Leg. Letter \n",
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"1 9/30/2025 12:00 AM Leg. Letter \n",
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"2 9/30/2025 12:00 AM Leg. Letter \n",
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"3 9/30/2025 12:00 AM Leg. Letter \n",
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"4 9/30/2025 12:00 AM Leg. Letter \n",
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"\n",
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" Client Client ID \\\n",
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"0 Jones, Josephine (WD08182) WD08182 \n",
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"1 Afrvbz LLC (WD07771) WD07771 \n",
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||||
"2 Hillian, DWAYNE (WD08319) WD08319 \n",
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||||
"3 Scioli, Joanne (WD08318) WD08318 \n",
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||||
"4 INCOME + ESTATE PLANNING PARTNERS, P.A. (WD06115) WD06115 \n",
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||||
"\n",
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||||
" Center Counselor Affirmation Attribution Date \\\n",
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||||
"0 WD - WIDENER SBDC Daniel, Tim Email NaN \n",
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||||
"1 WD - WIDENER SBDC Daniel, Tim Email NaN \n",
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||||
"2 WD - WIDENER SBDC Daniel, Tim Email NaN \n",
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||||
"3 WD - WIDENER SBDC Daniel, Tim Email NaN \n",
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"4 WD - WIDENER SBDC Daniel, Tim Email NaN \n",
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"\n",
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" Attribution Source Notes \\\n",
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||||
"0 Email from Client My name is Josephine Jones and I am the owner ... \n",
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"1 Email from Client My name is Rasaq Lawal and I am the owner of A... \n",
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"2 Email from Client My name is DWAYNE Hillian and I am the owner o... \n",
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"3 Email from Client My name is Joanne Scioli and I am the owner of... \n",
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||||
"4 Email from Client My name is Craig Lytle and I am the owner of I... \n",
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"\n",
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" Attribution Signature Attribution Statement \n",
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"0 NaN NaN \n",
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"1 NaN NaN \n",
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"2 NaN NaN \n",
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"3 NaN NaN \n",
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"4 NaN NaN "
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]
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},
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"execution_count": 7,
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"metadata": {},
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"output_type": "execute_result"
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}
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],
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"source": [
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"let_df = pd.read_csv('leg_letters_milestones.csv')\n",
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"\n",
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"print(f\"Total letters: {let_df.shape[0]}\")\n",
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"let_df.head()"
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]
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},
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{
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"cell_type": "code",
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"execution_count": null,
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"id": "a86a2c54-4ccc-4ed5-8f75-e3167b665811",
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"metadata": {},
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"outputs": [],
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"source": []
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}
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],
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"metadata": {
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"kernelspec": {
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"display_name": "Python 3 (ipykernel)",
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"language": "python",
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"name": "python3"
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},
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"language_info": {
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||||
"codemirror_mode": {
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||||
"name": "ipython",
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||||
"version": 3
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||||
},
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||||
"file_extension": ".py",
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||||
"mimetype": "text/x-python",
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"name": "python",
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"nbconvert_exporter": "python",
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||||
"pygments_lexer": "ipython3",
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"version": "3.13.7"
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}
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},
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"nbformat": 4,
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"nbformat_minor": 5
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}
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1954
notebooks/section1_11/leg_letters_milestones.csv
Normal file
1954
notebooks/section1_11/leg_letters_milestones.csv
Normal file
File diff suppressed because it is too large
Load Diff
230
notebooks/section1_11/section1_11.ipynb
Normal file
230
notebooks/section1_11/section1_11.ipynb
Normal file
@@ -0,0 +1,230 @@
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{
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"cells": [
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||||
{
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||||
"cell_type": "code",
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"execution_count": 3,
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||||
"id": "ab78f088-380c-49ef-8542-0e9428eb29aa",
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||||
"metadata": {},
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||||
"outputs": [],
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||||
"source": [
|
||||
"import plotly.express as px\n",
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||||
"import pandas as pd\n",
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"import numpy as np"
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||||
]
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||||
},
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||||
{
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||||
"cell_type": "markdown",
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||||
"id": "c9603e4d-4f96-41ba-bb45-f006763fff43",
|
||||
"metadata": {},
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||||
"source": [
|
||||
"Data source: https://pasbdc.neoserra.com/activity/list/7?__formid=7&remove=&savename=&sort=DATE&sortdir=DESC&expr=&field_1=DATE&opt_auto_1=pfy&field_2=TYPE&opt_2=&opt_2=32&field_3=F_CENTER_ID&opt_3=-1&field_4=&sortdir=DESC"
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]
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||||
},
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||||
{
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||||
"cell_type": "code",
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||||
"execution_count": 7,
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||||
"id": "a72c8bb6-0c90-42ac-bfa2-f913e083717f",
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||||
"metadata": {},
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||||
"outputs": [
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||||
{
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||||
"name": "stdout",
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"output_type": "stream",
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"text": [
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"Total letters: 298\n"
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]
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},
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{
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"data": {
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||||
"text/html": [
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||||
"<div>\n",
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||||
"<style scoped>\n",
|
||||
" .dataframe tbody tr th:only-of-type {\n",
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||||
" vertical-align: middle;\n",
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||||
" }\n",
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||||
"\n",
|
||||
" .dataframe tbody tr th {\n",
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||||
" vertical-align: top;\n",
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||||
" }\n",
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||||
"\n",
|
||||
" .dataframe thead th {\n",
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||||
" text-align: right;\n",
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||||
" }\n",
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||||
"</style>\n",
|
||||
"<table border=\"1\" class=\"dataframe\">\n",
|
||||
" <thead>\n",
|
||||
" <tr style=\"text-align: right;\">\n",
|
||||
" <th></th>\n",
|
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" <th>Milestone Date</th>\n",
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||||
" <th>Type</th>\n",
|
||||
" <th>Client</th>\n",
|
||||
" <th>Client ID</th>\n",
|
||||
" <th>Center</th>\n",
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||||
" <th>Counselor</th>\n",
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||||
" <th>Affirmation</th>\n",
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" <th>Attribution Date</th>\n",
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" <th>Attribution Source</th>\n",
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" <th>Notes</th>\n",
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" <th>Attribution Signature</th>\n",
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" <th>Attribution Statement</th>\n",
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" </tr>\n",
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||||
" </thead>\n",
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||||
" <tbody>\n",
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||||
" <tr>\n",
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" <th>0</th>\n",
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" <td>9/30/2025 12:00 AM</td>\n",
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" <td>Leg. Letter</td>\n",
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" <td>Jones, Josephine (WD08182)</td>\n",
|
||||
" <td>WD08182</td>\n",
|
||||
" <td>WD - WIDENER SBDC</td>\n",
|
||||
" <td>Daniel, Tim</td>\n",
|
||||
" <td>Email</td>\n",
|
||||
" <td>NaN</td>\n",
|
||||
" <td>Email from Client</td>\n",
|
||||
" <td>My name is Josephine Jones and I am the owner ...</td>\n",
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||||
" <td>NaN</td>\n",
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||||
" <td>NaN</td>\n",
|
||||
" </tr>\n",
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||||
" <tr>\n",
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||||
" <th>1</th>\n",
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" <td>9/30/2025 12:00 AM</td>\n",
|
||||
" <td>Leg. Letter</td>\n",
|
||||
" <td>Afrvbz LLC (WD07771)</td>\n",
|
||||
" <td>WD07771</td>\n",
|
||||
" <td>WD - WIDENER SBDC</td>\n",
|
||||
" <td>Daniel, Tim</td>\n",
|
||||
" <td>Email</td>\n",
|
||||
" <td>NaN</td>\n",
|
||||
" <td>Email from Client</td>\n",
|
||||
" <td>My name is Rasaq Lawal and I am the owner of A...</td>\n",
|
||||
" <td>NaN</td>\n",
|
||||
" <td>NaN</td>\n",
|
||||
" </tr>\n",
|
||||
" <tr>\n",
|
||||
" <th>2</th>\n",
|
||||
" <td>9/30/2025 12:00 AM</td>\n",
|
||||
" <td>Leg. Letter</td>\n",
|
||||
" <td>Hillian, DWAYNE (WD08319)</td>\n",
|
||||
" <td>WD08319</td>\n",
|
||||
" <td>WD - WIDENER SBDC</td>\n",
|
||||
" <td>Daniel, Tim</td>\n",
|
||||
" <td>Email</td>\n",
|
||||
" <td>NaN</td>\n",
|
||||
" <td>Email from Client</td>\n",
|
||||
" <td>My name is DWAYNE Hillian and I am the owner o...</td>\n",
|
||||
" <td>NaN</td>\n",
|
||||
" <td>NaN</td>\n",
|
||||
" </tr>\n",
|
||||
" <tr>\n",
|
||||
" <th>3</th>\n",
|
||||
" <td>9/30/2025 12:00 AM</td>\n",
|
||||
" <td>Leg. Letter</td>\n",
|
||||
" <td>Scioli, Joanne (WD08318)</td>\n",
|
||||
" <td>WD08318</td>\n",
|
||||
" <td>WD - WIDENER SBDC</td>\n",
|
||||
" <td>Daniel, Tim</td>\n",
|
||||
" <td>Email</td>\n",
|
||||
" <td>NaN</td>\n",
|
||||
" <td>Email from Client</td>\n",
|
||||
" <td>My name is Joanne Scioli and I am the owner of...</td>\n",
|
||||
" <td>NaN</td>\n",
|
||||
" <td>NaN</td>\n",
|
||||
" </tr>\n",
|
||||
" <tr>\n",
|
||||
" <th>4</th>\n",
|
||||
" <td>9/30/2025 12:00 AM</td>\n",
|
||||
" <td>Leg. Letter</td>\n",
|
||||
" <td>INCOME + ESTATE PLANNING PARTNERS, P.A. (WD06115)</td>\n",
|
||||
" <td>WD06115</td>\n",
|
||||
" <td>WD - WIDENER SBDC</td>\n",
|
||||
" <td>Daniel, Tim</td>\n",
|
||||
" <td>Email</td>\n",
|
||||
" <td>NaN</td>\n",
|
||||
" <td>Email from Client</td>\n",
|
||||
" <td>My name is Craig Lytle and I am the owner of I...</td>\n",
|
||||
" <td>NaN</td>\n",
|
||||
" <td>NaN</td>\n",
|
||||
" </tr>\n",
|
||||
" </tbody>\n",
|
||||
"</table>\n",
|
||||
"</div>"
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||||
],
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||||
"text/plain": [
|
||||
" Milestone Date Type \\\n",
|
||||
"0 9/30/2025 12:00 AM Leg. Letter \n",
|
||||
"1 9/30/2025 12:00 AM Leg. Letter \n",
|
||||
"2 9/30/2025 12:00 AM Leg. Letter \n",
|
||||
"3 9/30/2025 12:00 AM Leg. Letter \n",
|
||||
"4 9/30/2025 12:00 AM Leg. Letter \n",
|
||||
"\n",
|
||||
" Client Client ID \\\n",
|
||||
"0 Jones, Josephine (WD08182) WD08182 \n",
|
||||
"1 Afrvbz LLC (WD07771) WD07771 \n",
|
||||
"2 Hillian, DWAYNE (WD08319) WD08319 \n",
|
||||
"3 Scioli, Joanne (WD08318) WD08318 \n",
|
||||
"4 INCOME + ESTATE PLANNING PARTNERS, P.A. (WD06115) WD06115 \n",
|
||||
"\n",
|
||||
" Center Counselor Affirmation Attribution Date \\\n",
|
||||
"0 WD - WIDENER SBDC Daniel, Tim Email NaN \n",
|
||||
"1 WD - WIDENER SBDC Daniel, Tim Email NaN \n",
|
||||
"2 WD - WIDENER SBDC Daniel, Tim Email NaN \n",
|
||||
"3 WD - WIDENER SBDC Daniel, Tim Email NaN \n",
|
||||
"4 WD - WIDENER SBDC Daniel, Tim Email NaN \n",
|
||||
"\n",
|
||||
" Attribution Source Notes \\\n",
|
||||
"0 Email from Client My name is Josephine Jones and I am the owner ... \n",
|
||||
"1 Email from Client My name is Rasaq Lawal and I am the owner of A... \n",
|
||||
"2 Email from Client My name is DWAYNE Hillian and I am the owner o... \n",
|
||||
"3 Email from Client My name is Joanne Scioli and I am the owner of... \n",
|
||||
"4 Email from Client My name is Craig Lytle and I am the owner of I... \n",
|
||||
"\n",
|
||||
" Attribution Signature Attribution Statement \n",
|
||||
"0 NaN NaN \n",
|
||||
"1 NaN NaN \n",
|
||||
"2 NaN NaN \n",
|
||||
"3 NaN NaN \n",
|
||||
"4 NaN NaN "
|
||||
]
|
||||
},
|
||||
"execution_count": 7,
|
||||
"metadata": {},
|
||||
"output_type": "execute_result"
|
||||
}
|
||||
],
|
||||
"source": [
|
||||
"let_df = pd.read_csv('leg_letters_milestones.csv')\n",
|
||||
"\n",
|
||||
"print(f\"Total letters: {let_df.shape[0]}\")\n",
|
||||
"let_df.head()"
|
||||
]
|
||||
},
|
||||
{
|
||||
"cell_type": "code",
|
||||
"execution_count": null,
|
||||
"id": "a86a2c54-4ccc-4ed5-8f75-e3167b665811",
|
||||
"metadata": {},
|
||||
"outputs": [],
|
||||
"source": []
|
||||
}
|
||||
],
|
||||
"metadata": {
|
||||
"kernelspec": {
|
||||
"display_name": "Python 3 (ipykernel)",
|
||||
"language": "python",
|
||||
"name": "python3"
|
||||
},
|
||||
"language_info": {
|
||||
"codemirror_mode": {
|
||||
"name": "ipython",
|
||||
"version": 3
|
||||
},
|
||||
"file_extension": ".py",
|
||||
"mimetype": "text/x-python",
|
||||
"name": "python",
|
||||
"nbconvert_exporter": "python",
|
||||
"pygments_lexer": "ipython3",
|
||||
"version": "3.13.7"
|
||||
}
|
||||
},
|
||||
"nbformat": 4,
|
||||
"nbformat_minor": 5
|
||||
}
|
||||
Reference in New Issue
Block a user