@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
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
I am currently working on the v5 file
Your output has only one count,
It would need to have a count for each bucket โclosedโ, โcompensableโ, โFirst 30 daysโ, etc
I pushed changes that makes the fl test.py output all the columns and the first past of the refactor of the v5
Going to have to work from home this am. Kiddo is sick. Already online though for the day.
Please hop on this call with Nico
Gonna forward link
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.
todays gcp fl run with reportings matches for the initial benchmark
Todays run. Added in AZ Juv as a tab and updated the config file
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
Can you guys update these and send back to me
Just update those files I just sent and then update for code
CA Juv in file 2 is Los Padrinos which was asked to be in the second file:
Well if Los Padrinos is to be separate then separate that out because they still have LA County in template 1
It is seperate, then we just named the tab wrong
Ok then double check the file I sent ti make sure itโs all correct.
So you want us to call Los Padirinos then are you good with the name Los Padirinos for the tab?
Yes call tab on temp 22 Los Padrinos
Updated the config file for the los padrinos and the excels reflect accordingly as the templates. Tomorrows run will have all these changes.
Can you update these budget info for template 1 too and send so I can forward
Hey the cap rates and fallout percentages need updated too
It was the other picture I sent
Also please make sure these budget values match
The splits I sent earlier override the appropriate campaign but the others like Depo need updating
OK got it, will tye the budgets together. Also these budgets are the values listed on the summary yea?
Yes but you have to go to each tab and adjust there and make sure itโs coming through
Same with Cap rate and fallout
Can you email me the updated so I can just forward?
Nurse is telling me to get off my phone lol
Just ping me when youโve sent it so I can forward it quick
For the output sheet want me to combine these verticals so there one like the one you sent above?
That was what the supplementary pic was
They just didnโt split it out before
Just sent you the email with both output attached.
The cap rate and fallout in template two not updated
Please check your work to make sure everything is in there
made the changes and resent the email.
Todays run
A few things to note: โข fixed cpr cap amounts for both templates. โข Fixed los padrinos spelling โข added the trailing dots for depovera โข 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?
No I will update her and Iโll add in new financials before we expand.
todays run, still working on benchmark split, will rerun for testing later today
There was no row count difference between the 2 runs of the report today. So ran the report for the financials
Did you get it to update the financials?
Did we go over how rhe โNCโ have a filter?
on the benchmasrk file I am showing 506 un matched
why are there two different Nevada campaigns?
Todays run after Aiden 5 new matches, main noticeable difference is the compensable increased
todays run. I can inject the financials after the meadow meeting as that is my current focus
URL: https://app.smartadvocate.com/SA UN: nmcfadden@salawfirm PW: nmcfadden
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.
โข 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
I looked and it's either a replication or new user in production (was unable to tell yesterday). No need to send an email
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;```
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;```
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.
Use a lead / case type for the test that does not go to another system (crump).
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.
We will only test once we have the case sync api ready to use
Can we mock up a test with postman?
To just prove the UDFs are parsed?
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.
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
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?
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.
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'
I think she split the two as old vs new so worst case just put it on 2 and ask the questions
Hiding it is a good option too
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
I would put Mormon Sex Abuse or Mormon Victim Abuse or Mormon Abuse
No it will be named as such
"Mormon Victim Abuse - DL - Flatirons - Shield Legal": "Mormon Abuse"
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.
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
Check in with Brittanyโs team
@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.
@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?
Send it to them please with the questions. They need all of it today for other campaigns they can update us later
@Nicholas McFadden Nancy is asking for the benchmark file. Is it ok to send her the csv that builds the output for the financials?
Yes give them what they want always
Sent it already. Updated template output as well.
@here did you send the test yesterday for Meadow?
Yes. She was asking because it went to her bg email instead of tort. So she may nit have seen it
If not I dont know if I see them email me either
If not I do t know if I see them email me either
If not I dont know if I see them email me either
Missed my flight back, will be working remotely today
Ok make sure to get on our meeting rn