Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-09-26 14:35:34

@here Cameron is having a meeting with Baypoint at 1:30. He wants us in there with detailed notes of where their integrations are at

๐Ÿ‘:skin_tone_4: Ahsan
๐Ÿ‘ Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2025-01-10 20:14:51

Here is my changes for FI currently. I have it running with no code errors: https://github.com/shield-legal/Fl-Reporting/pull/1/files

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-10 22:53:44

Hey I was able to run it too

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-10 22:54:08

I am currently working on the v5 file

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-10 22:54:18

Your output has only one count,

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-10 22:55:10

It would need to have a count for each bucket โ€œclosedโ€, โ€œcompensableโ€, โ€œFirst 30 daysโ€, etc

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-10 23:00:25

I pushed changes that makes the fl test.py output all the columns and the first past of the refactor of the v5

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-10 23:14:17

Oh I see it, testing now

Ahsan (ahsan@shield-legal.com)
2025-02-24 09:45:46

Going to have to work from home this am. Kiddo is sick. Already online though for the day.

๐Ÿ‘ Dustin Surwill
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-24 10:31:04

Please hop on this call with Nico

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-24 10:31:09

Gonna forward link

๐Ÿ‘:skin_tone_4: Ahsan
๐Ÿ‘ Dustin Surwill
Ahsan (ahsan@shield-legal.com)
2025-02-27 13:05:51
Ahsan (ahsan@shield-legal.com)
2025-03-05 11:28:11
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-05 11:29:34

OK thank you, I will add in the numbers but please run a check yourself on the calculated counts. Want to make sure we are lining up in all aspects.

๐Ÿ‘:skin_tone_4: Ahsan
Ahsan (ahsan@shield-legal.com)
2025-03-06 13:00:51

Today's GCP run for FL

Ahsan (ahsan@shield-legal.com)
2025-03-07 12:56:46

todays gcp fl run with reportings matches for the initial benchmark

Ahsan (ahsan@shield-legal.com)
2025-03-10 15:33:32

Todays run. Added in AZ Juv as a tab and updated the config file

Ahsan (ahsan@shield-legal.com)
2025-03-11 11:25:00
Ahsan (ahsan@shield-legal.com)
2025-03-11 16:28:04

We got it working. Just need to add in financials temp 1 is the first bucket and temp2 is the sec group of az. ca, nv, abuse cases and la wildfire

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-11 16:36:26

Ok thanks guys

Ahsan (ahsan@shield-legal.com)
2025-03-12 11:14:14

GCP report for financials 3/12

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 11:31:46

LA County is CA Juvenile

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 11:32:05

Should be in template 1

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 11:34:46
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 11:35:03
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 11:36:03

Can you guys update

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 11:37:23
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 11:37:31
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 11:37:49

Can you guys update these and send back to me

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 11:38:10

Just update those files I just sent and then update for code

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-12 11:53:32

CA Juv in file 2 is Los Padrinos which was asked to be in the second file:

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 12:06:58

Well if Los Padrinos is to be separate then separate that out because they still have LA County in template 1

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 12:07:38

Which is CA Juv

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-12 12:07:46

It is seperate, then we just named the tab wrong

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 12:08:23

Ok then double check the file I sent ti make sure itโ€™s all correct.

Ahsan (ahsan@shield-legal.com)
2025-03-12 12:08:25

So you want us to call Los Padirinos then are you good with the name Los Padirinos for the tab?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 12:08:39

At the doctors

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 12:08:55

Yes call tab on temp 22 Los Padrinos

๐Ÿ‘:skin_tone_4: Ahsan
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 12:10:56

Thanks ๐Ÿ™:skintone2:

Ahsan (ahsan@shield-legal.com)
2025-03-12 12:40:51

Updated the config file for the los padrinos and the excels reflect accordingly as the templates. Tomorrows run will have all these changes.

Ahsan (ahsan@shield-legal.com)
2025-03-12 12:45:34
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 13:11:58

Can you update these budget info for template 1 too and send so I can forward

๐Ÿ‘:skin_tone_4: Ahsan
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 13:12:02

Donโ€™t have my laptop

Ahsan (ahsan@shield-legal.com)
2025-03-12 13:14:58

Updated both.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 13:15:19

Thanks ๐Ÿ™:skintone2:

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 13:18:54

Hey the cap rates and fallout percentages need updated too

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 13:19:00

It was the other picture I sent

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 13:19:10

@Ahsan

Ahsan (ahsan@shield-legal.com)
2025-03-12 13:19:52

Got it, updating now

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 13:21:06
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 13:21:24

Also please make sure these budget values match

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 13:21:59

The splits I sent earlier override the appropriate campaign but the others like Depo need updating

Ahsan (ahsan@shield-legal.com)
2025-03-12 13:23:00

OK got it, will tye the budgets together. Also these budgets are the values listed on the summary yea?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 13:24:33

Yes but you have to go to each tab and adjust there and make sure itโ€™s coming through

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 13:24:47

Same with Cap rate and fallout

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 13:24:55

Top left of the sheet

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 13:25:39

Can you email me the updated so I can just forward?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 13:26:05

Nurse is telling me to get off my phone lol

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 13:26:23

Just ping me when youโ€™ve sent it so I can forward it quick

Ahsan (ahsan@shield-legal.com)
2025-03-12 13:28:30

lol ok will ping you when i have sent it

Ahsan (ahsan@shield-legal.com)
2025-03-12 14:02:16

For the output sheet want me to combine these verticals so there one like the one you sent above?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 14:02:51

No keep them split out

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 14:03:03

That was what the supplementary pic was

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 14:03:14

They just didnโ€™t split it out before

๐Ÿ‘:skin_tone_4: Ahsan
Ahsan (ahsan@shield-legal.com)
2025-03-12 14:20:01

Just sent you the email with both output attached.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 14:24:59

The cap rate and fallout in template two not updated

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 14:25:17

Please check your work to make sure everything is in there

Ahsan (ahsan@shield-legal.com)
2025-03-12 14:32:32

so to be clear on output 2 the cam amount should be adjusted to 6K(highlighted yellow) like the screen grab here

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 14:33:03

Yes

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 14:33:16

And percentage to 30

Ahsan (ahsan@shield-legal.com)
2025-03-12 14:33:36

Oh okay, making change now.

Ahsan (ahsan@shield-legal.com)
2025-03-12 14:40:07

made the changes and resent the email.

๐Ÿ™ Nicholas McFadden
Ahsan (ahsan@shield-legal.com)
2025-03-13 14:12:33
Ahsan (ahsan@shield-legal.com)
2025-03-14 11:31:47
Ahsan (ahsan@shield-legal.com)
2025-03-17 11:38:50

todays gcp run

๐Ÿ™ Nicholas McFadden
Ahsan (ahsan@shield-legal.com)
2025-03-18 11:51:22
Ahsan (ahsan@shield-legal.com)
2025-03-19 11:22:01
Ahsan (ahsan@shield-legal.com)
2025-03-20 11:52:47
Ahsan (ahsan@shield-legal.com)
2025-03-21 11:59:01
Ahsan (ahsan@shield-legal.com)
2025-03-24 11:58:25
Ahsan (ahsan@shield-legal.com)
2025-03-25 11:51:37
Ahsan (ahsan@shield-legal.com)
2025-03-26 13:42:55

Todays run

A few things to note: โ€ข fixed cpr cap amounts for both templates. โ€ข Fixed los padrinos spelling โ€ข added the trailing dots for depovera โ€ข The AZ date has been fixed, make a change on the code to read per sheet instead of the first sheet form the first file. For Padrinos: those 9 cases on 3/9 come in from the financials. The main code does not input any values into those columns, R78 C: D & E. The financials injection should fix that issue.

Also I am going to add in next quarters rows since we are at the end of the quarter right now. I can add that in after you inject the financials so the template stays consistent. Did you want me to send just the top portion as a reply in email to Nancy or wait til the financials get injected?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-26 14:07:47

No I will update her and Iโ€™ll add in new financials before we expand.

๐Ÿ‘:skin_tone_4: Ahsan
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-26 17:33:23

Updated template^

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-26 17:33:23
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-26 17:33:32

ready for updated dates

Ahsan (ahsan@shield-legal.com)
2025-03-27 12:04:24
Ahsan (ahsan@shield-legal.com)
2025-03-28 12:58:10
Ahsan (ahsan@shield-legal.com)
2025-03-28 14:18:40
Ahsan (ahsan@shield-legal.com)
2025-03-31 11:57:05

todays run on old format. Still working on output split

Ahsan (ahsan@shield-legal.com)
2025-04-01 11:15:28

todays run, still working on benchmark split, will rerun for testing later today

Ahsan (ahsan@shield-legal.com)
2025-04-02 15:37:35

There was no row count difference between the 2 runs of the report today. So ran the report for the financials

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-02 15:38:06

Did you get it to update the financials?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-02 15:38:30

Did we go over how rhe โ€œNCโ€ have a filter?

Ahsan (ahsan@shield-legal.com)
2025-04-02 15:42:01

I think so, looking into each tab

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-02 15:42:46

Ok Iโ€™ll check too

Ahsan (ahsan@shield-legal.com)
2025-04-02 15:46:08

on the benchmasrk file I am showing 506 un matched

Ahsan (ahsan@shield-legal.com)
2025-04-02 17:06:13

new run off the unmatching of 439

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-02 18:55:52

why are there two different Nevada campaigns?

Ahsan (ahsan@shield-legal.com)
2025-04-03 17:11:22

Todays run after Aiden 5 new matches, main noticeable difference is the compensable increased

Ahsan (ahsan@shield-legal.com)
2025-04-04 11:54:46

todays run with the new matches from the med tracker

Ahsan (ahsan@shield-legal.com)
2025-04-07 13:32:01
Ahsan (ahsan@shield-legal.com)
2025-04-08 11:42:56
Ahsan (ahsan@shield-legal.com)
2025-04-10 13:21:54

todays run. I can inject the financials after the meadow meeting as that is my current focus

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-10 13:24:21

Yes, VGA priority now

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-10 15:01:18

URL: https://app.smartadvocate.com/SA UN: nmcfadden@salawfirm PW: nmcfadden

Ahsan (ahsan@shield-legal.com)
2025-04-11 13:29:18

Todays run, did not notice any difference in financials but I would like a another walk through monday to know I have been doing this right.

Also about to send a email to meadow/sa for setting alignment on testing. Going to confirm with sa the sandbox endpoint is a complete rep of meadows production environment and confirm from becker/meadow that we can use the existing mappings for testing.

โ€ข Dustin almost done with adding in the other functions for the SA login, should be pushing to git soon for review so we can just roll through with testing on monday

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-11 13:33:14

I looked and it's either a replication or new user in production (was unable to tell yesterday). No need to send an email

Ahsan (ahsan@shield-legal.com)
2025-04-11 13:34:20

Ward is pushing for the email so this is what I have drafted so far

```Hello All, In preparation for Monday's test, I thought best we are aligned on testing to make effective use of time.

Meadow/Jon: For testing we have not received new mappings so we will be using the existing udfs.

Smart Advocate:Rahul/team - is the sandbox environment an exact replica of Meadows production environment? So we can ensure the error we see of a lead not returning a Smart Advocate ID be finally resolvedIs there a way we can currently see any leads we attempt to post in this environment as we test through today?

Best Regards;```

Ahsan (ahsan@shield-legal.com)
2025-04-11 13:34:37

Ward is pushing for the email so this is what I have drafted so far

```Hello All, In preparation for Monday's test, I thought best we are aligned on testing to make effective use of time.

Meadow/Jon: For testing we have not received new mappings so we will be using the existing udfs.

Smart Advocate:Rahul/team - is the sandbox environment an exact replica of Meadows production environment? So we can ensure the error we see of a lead not returning a Smart Advocate ID be finally resolvedIs there a way we can currently see any leads we attempt to post in this environment as we test through today?

Best Regards;```

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-11 13:38:38

We have a meeting scheduled to talk about the status on monday. It looks like the sandbox Rahul created just after the meeting yesterday is clone.

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-11 13:39:37

Use a lead / case type for the test that does not go to another system (crump).

Ahsan (ahsan@shield-legal.com)
2025-04-11 14:10:44

My impression was they(meadow/becker/ward) is expecting testing on monday. I can use a levinson(1705) lead then. If the sandbox is a clone it maybe be better to have SA confirm it is so Meadow is a ware this is not a prod clone and can still have issues. Just so we have some extra CYA.

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-11 14:33:48

We will only test once we have the case sync api ready to use

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-11 15:12:38

Can we mock up a test with postman?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-11 15:14:16

To just prove the UDFs are parsed?

Ahsan (ahsan@shield-legal.com)
2025-04-11 15:18:24

We can do postman or even local python file with payload, but that is why I would like to send the email so meadow and SA is clear on what we are doing since I get the impression meadow believes the leads have bad data but their constant changing of criteria/ udfs and such have made payload of production leads inconsistent. If we can show through this test that yes, the pipeline is matching and good for the udfs. Then all other issues/concern are a intake agent filling the lead out problem. Having Sa confirm the sandbox is or is not a prod mock environment also gives us cover to say that SA has to figure out why we get 200 posts when case creation still fails.

Ahsan (ahsan@shield-legal.com)
2025-04-14 17:49:36

run from last week, going to shoot this to Nancy

Ahsan (ahsan@shield-legal.com)
2025-04-15 15:10:26

Financials for nancy today using 4-13 run, I have included the financial input checker that I used to fill in the financials, the pulls for today are in the repo/folder

Ahsan (ahsan@shield-legal.com)
2025-04-21 13:02:12

Financials loaded, trying running it and we got an error due to this case type being now listed: Mormon Victim Abuse - DL - Flatirons - Shield Legal

@Nicholas McFadden where would this case type be listed, template 1 or 2? Also Darryl says this is called Mormon Sex Abuse, is it fine I just name the Tab that or does Nancy have a particular preference?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-21 13:29:03

Is there a way to omit it and then on this weeks pull we include it? Then just let Nancy know it will be added to this weeks as Mormon Sex Abuse and ask if that is okay along with what are the budget values for it too.

Ahsan (ahsan@shield-legal.com)
2025-04-21 13:34:31

Yea I can add it to template 2 so it will write it, hide the sheet and ask Nancy how she wants to handle it. Wont include it on the summary tab so it wont impact the aggregation'

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-21 13:38:23

I think she split the two as old vs new so worst case just put it on 2 and ask the questions

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-21 13:38:51

Hiding it is a good option too

๐Ÿ‘:skin_tone_4: Ahsan
Ahsan (ahsan@shield-legal.com)
2025-04-21 13:41:39

Going to follow apparnent convention and call Mormon Abuse Mormon Juv like the other abuse cases, and if Nancy gives some guidance we can rename it in the schema json/ excel tab

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-21 13:42:05

Not a Juv Hall tho

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-21 13:42:34

I would put Mormon Sex Abuse or Mormon Victim Abuse or Mormon Abuse

Ahsan (ahsan@shield-legal.com)
2025-04-21 13:42:52

No it will be named as such

"Mormon Victim Abuse - DL - Flatirons - Shield Legal": "Mormon Abuse"

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-21 13:43:03

Ok good

Ahsan (ahsan@shield-legal.com)
2025-04-23 11:51:32

Hey @Nicholas McFadden did nancy or dave email you about the financials for the lds campaigns? Otherwise I can send another email asking for that info, already did the lds split.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-23 11:57:00

No they didnโ€™t

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-23 11:58:01

Give them another hour or so

Ahsan (ahsan@shield-legal.com)
2025-04-23 12:02:08

will do. That is the only thing pending on it. Once we get that I will send you the financials for a spot check then firing it to nancy/dave

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-23 12:02:43

Check in with Brittanyโ€™s team

๐Ÿ‘:skin_tone_4: Ahsan
Ahsan (ahsan@shield-legal.com)
2025-04-23 13:30:05

@Nicholas McFadden Aiden and Co and working through the NEC stuff which is coming as a dup due to the number roles created per case lead. From the chat Darryl is working to build them a custom report. Just sent an email to dave and nacy requesting the financial splits. Once they confirm I can run and send you the reports before sending to dave and nancy EoD.

๐Ÿ‘ Nicholas McFadden
Ahsan (ahsan@shield-legal.com)
2025-04-23 18:00:19

@Nicholas McFadden Nancy/Dave havent responded for the financial split yet. That is all that has to be added in. Do you want me to hold off sending it to them or just let them know the report is good but they need to add in the split for the LDS campaigns?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-23 19:36:48

Send it to them please with the questions. They need all of it today for other campaigns they can update us later

Ahsan (ahsan@shield-legal.com)
2025-04-25 16:52:52

@Nicholas McFadden Nancy is asking for the benchmark file. Is it ok to send her the csv that builds the output for the financials?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-25 18:33:07

Yes give them what they want always

Ahsan (ahsan@shield-legal.com)
2025-04-25 18:38:20

Sent it already. Updated template output as well.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-26 19:29:53

@here did you send the test yesterday for Meadow?

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-26 19:30:35

Yes. She was asking because it went to her bg email instead of tort. So she may nit have seen it

๐Ÿ‘ Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-26 19:32:28

Was it ?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-26 19:32:39

If not I dont know if I see them email me either

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-26 19:32:46

If not I do t know if I see them email me either

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-26 19:33:00

If not I dont know if I see them email me either

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-26 19:33:20

Yes

๐Ÿ‘ Nicholas McFadden
Dustin Surwill (dsurwill@shield-legal.com)
2025-04-26 19:33:28

It was 2500369

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-26 19:34:36

Ok cool

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-26 19:34:41

I forwarded it to her

Ahsan (ahsan@shield-legal.com)
2025-04-28 09:28:55

Missed my flight back, will be working remotely today

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-28 12:03:21

Ok make sure to get on our meeting rn