Quota Metric Valuation

Extract options.json Data

The charts module uses the dates defined in the CHARTS key, with the parameters START_DATE and END_DATE.

Name

Description

START_DATE

Required parameter (format: YYYY-MM-DD).

END_DATE

Required parameter (format: YYYY-MM-DD).

INVESTMENT_CNPJ_LIST

Required parameter (list of CNPJ strings) or empty.

METRICS_DICT

Required parameter (boolean values: true or false).

Functions responsible for data processing

The METRICS_DICT is converted into a list based on a boolean criterion. The resulting list and INVESTMENT_CNPJ_LIST are then converted into DataFrames.

To inform the user about potential issues due to missing processed data, a function was created to warn when the start_date of the first dataset differs from the others (both investments and metrics).

After that, all DataFrames are merged into a single DataFrame and sorted by date. This final structure is used to build the chart.

Example Chart

example_quota_evolution Click here to open the image.

Warning

This section does not describe low-level implementation details. It focuses only on the main components and aspects that may cause confusion.