Objective

Create the next-agent handoff for [Scoreboard] Resolve alias gap: audit 549 no-alias intakes for origin pattern (date range, source, status, intake method).

What Was Created

• Handoff: /Users/samaguiar/Documents/Projects/admin/pending_handoffs/HANDOFF-scoreboard-no-alias-intake-origin-audit-2026-04-27.md
• Durable issue: /Users/samaguiar/Documents/Projects/Repos/sail-litify/Litify_AI_Integration_Project/docs/litify_fixes_needed/litify_issue_scoreboard_no_alias_intake_gap.md
• Issue index updated: /Users/samaguiar/Documents/Projects/Repos/sail-litify/Litify_AI_Integration_Project/docs/litify_fixes_needed/litify_fixes_needed.md
• Continuity logs updated: OPS_LEDGER.md and docs/litify-environment-diary.md

Evidence Captured

The exact audit set is the frozen March scoreboard dataset with 549 (no alias) rows. A live drift check on April 27, 2026 for the same rough window returned 547, so the next agent should use the frozen CSV for the exact scoreboard reconciliation and live LITIFY_ORG for validation samples.

Frozen 549-row starter patterns:

• 539 missing_alias_no_user; 10 missing_alias_with_user
• Status: 324 Turned Down, 139 Converted, 83 Referred Out, 3 Open
• Top sources: SEO 169, Word of Mouth 137, Television Ad 61, Google LSA Louisville 41, Returning Client 38
• Intake method: 538 blank, 6 Web Chat, 4 Google Ads, 1 Google LSA

Guardrail

Do not edit or backfill Intake records during the audit. The next step is grouped CSVs and a remediation recommendation.

Pickup Prompt

Continue the Scoreboard no-alias origin audit. Use the frozen 549 rows in analytics/intake_scoreboard_dataset_2026-03-20/scoreboard_intake_detail.csv as the exact scoreboard reconciliation set, then live-sample LITIFY_ORG for CreatedBy/Owner/LastModifiedBy and field-history clues. Produce analytics/intake_scoreboard_no_alias_origin_audit_2026-04-27/ with grouped CSVs plus summary.md/json. Do not edit Intake records.

QA Recommendations Pending Approval

No QA recommendations this run.