Date: 2026-06-01

Owner: Sam Aguiar

Live URLs:

• Dashboard: https://sail-wiki.onrender.com/marketing-center.html
• Backend: https://sail-marketing-api.onrender.com
• Health (auth probe): https://sail-marketing-api.onrender.com/api/health
• Refresh trigger: POST <https://sail-marketing-api.onrender.com/api/refresh>
• Snapshot: https://sail-marketing-api.onrender.com/api/data

TL;DR

All 4 waves of live-data wiring landed and deployed (commits 54f94b8 → 1dcc06c). The dashboard now refreshes from /api/data every 5 minutes, with a background daemon thread re-running 28 SOQL queries + CallRail every 300s.

One blocker: the SF MCP Worker refresh token is expired (invalid_grant) so all SF queries currently fall back to the baked snapshot. CallRail is live. Phones reading directly from the CallRail v3 API.

To unblock SF: Sam visits **https://mcp.aguiarinjurylawyers.com/oauth/start** and completes the OAuth flow. The Worker auto-captures the new refresh token. Verify via GET /api/health → sf_mcp_live: true.

Waves shipped

Wave 1 — 21 SF queries (counts + fees)

Commit 54f94b8 + 7fac943

• COUNTS: auto_signed, auto_lost, auto_wanted_leads (derived), auto_conversion_pct (derived), mtd_auto_signed, r30_auto_signed, signed_cases_ytd_all_case_types, leads_ytd_all_intakes, trucking_signed_2026, trucking_active, trucking_a_plus_or_a_active, spanish_signed_2026, spanish_active, lex_859_606_active, lex_859_606_ytd_signed, counties_active
• FEES (sums of litify_pm__Net_Attorney_Fee__c): firm_net_attorney_fees_ytd, marketing_attributed_net_fees_ytd, lou_attributed_fees, lex_attributed_fees, lex_859_606_total_fees, spanish_recent_settled_fees, trucking_recent_fees_total

Field corrections: litify_pm__Net_Attorney_Fee__c (singular, not plural), Case_Rating__c (not litify_pm__Rating__c), litify_pm__Source__r.Name (lookup). Verified via Describe Object before writing queries.