{
 "cells": [
  {
   "cell_type": "code",
   "execution_count": 3,
   "id": "ab78f088-380c-49ef-8542-0e9428eb29aa",
   "metadata": {},
   "outputs": [],
   "source": [
    "import plotly.express as px\n",
    "import pandas as pd\n",
    "import numpy as np"
   ]
  },
  {
   "cell_type": "markdown",
   "id": "c9603e4d-4f96-41ba-bb45-f006763fff43",
   "metadata": {},
   "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"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 7,
   "id": "a72c8bb6-0c90-42ac-bfa2-f913e083717f",
   "metadata": {},
   "outputs": [
    {
     "name": "stdout",
     "output_type": "stream",
     "text": [
      "Total letters: 298\n"
     ]
    },
    {
     "data": {
      "text/html": [
       "<div>\n",
       "<style scoped>\n",
       "    .dataframe tbody tr th:only-of-type {\n",
       "        vertical-align: middle;\n",
       "    }\n",
       "\n",
       "    .dataframe tbody tr th {\n",
       "        vertical-align: top;\n",
       "    }\n",
       "\n",
       "    .dataframe thead th {\n",
       "        text-align: right;\n",
       "    }\n",
       "</style>\n",
       "<table border=\"1\" class=\"dataframe\">\n",
       "  <thead>\n",
       "    <tr style=\"text-align: right;\">\n",
       "      <th></th>\n",
       "      <th>Milestone Date</th>\n",
       "      <th>Type</th>\n",
       "      <th>Client</th>\n",
       "      <th>Client ID</th>\n",
       "      <th>Center</th>\n",
       "      <th>Counselor</th>\n",
       "      <th>Affirmation</th>\n",
       "      <th>Attribution Date</th>\n",
       "      <th>Attribution Source</th>\n",
       "      <th>Notes</th>\n",
       "      <th>Attribution Signature</th>\n",
       "      <th>Attribution Statement</th>\n",
       "    </tr>\n",
       "  </thead>\n",
       "  <tbody>\n",
       "    <tr>\n",
       "      <th>0</th>\n",
       "      <td>9/30/2025 12:00 AM</td>\n",
       "      <td>Leg. Letter</td>\n",
       "      <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",
       "      <td>NaN</td>\n",
       "      <td>NaN</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th>1</th>\n",
       "      <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>"
      ],
      "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": []
  }
 ],
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