Summary of work done

Checked Vercel project projects under team Sam Aguiar Injury Lawyers, current local branch agent/make-life-easier-2026-05-28, GitHub PR #25, and live Litify access through LITIFY_ORG.

Vercel preview for PR #25 is READY at commit 2582533148eb0c0d2d7d21c4648b2623e44cf325. Build logs show Next.js 14.2.18 compiled successfully and created serverless routes including /api/live/action-items, /api/live/knowledge, /api/run, and /api/sessions/refresh.

Vercel production is not currently the command-center branch. Production points to main commit 61210bc3af337cc0f57c7309a00653a3d9fdf8b6, a team-page redesign deployment. The latest Vercel deployment is also unrelated to the command center, from branch claude/team-page-fixes-1780011822.

Live Litify access is working. sf org list shows LITIFY_ORG connected to org 00D5e000005AnDpEAK. Report inventory surfaced relevant Marketing Reports and Data reports, including Signed Auto Cases and Fees by Source, Auto Signed Cases and Fees by Month, Lexington DMA Leads and Signed Cases, Lexington DMA Signed MVA YTD by Month, Marketing Spend by Source - Since 2024, and Marketing Spend by Month.

Sam's Dashboard is reachable through the Analytics API as dashboard 01Z8W000001MHSnUAO. The describe endpoint returned 19 components, including MTD Signed, Fees Earned (Last 30), Fees (YTD), Active MVA Cases, Pending MVA Intakes, Case Load by Attorney, Fees Earned (Current Month), Current Offers by Attorney, and Escrow by Attorney.

GitHub persistence is available. gh auth status is authenticated as samaguiar1982-cpu with repo/workflow scope.

Feasibility decision

B is feasible: wire Sam's Dashboard report values and focused operational metrics into the command center. Best approach is not to run Salesforce reports on every page load. Use a cached backend refresh job or direct SOQL where the report semantics are known, then store source metadata and source links. The synchronous Salesforce Analytics report endpoint is currently rate-limited after 500 reports in 60 minutes, so the implementation should cache and throttle report runs or use direct SOQL for high-frequency metrics.

C is feasible: make the handoff button persistent. The app already has Notion read/refresh code and GitHub auth exists locally. Add a POST /api/handoffs server route that writes a SAIL Knowledge Base page first, then optionally creates a GitHub issue or PR comment. The UI should replace plain generated text with a saved Notion URL and optional GitHub URL.

Suggested next steps

Build B and C on the protected PR #25 branch without reverting untracked files. Keep Vercel as the branch preview surface. For live Litify values, start with Sam's Dashboard component IDs and the Marketing Reports and Data family. For Lexington, use location or ZIP-region logic, not phone area code shortcuts.

For B, target: Louisville, Lexington 859/606, signed MVA, fees earned YTD, cases settled, cases dropped, cases referred, median fee, pre-lit average/median desk time where source fields are verified.

For C, implement Notion-first persistence, status feedback in the button, and source-linked handoff records. GitHub should be optional or secondary so a handoff still saves even if GitHub is unavailable.

Handoff for next agent

Start in /Users/samaguiar/Documents/Projects/Repos/projects on branch agent/make-life-easier-2026-05-28. Do not revert untracked items: command-center/.claude/, command-center/render-live-2026-05-26.png, and docs/deployment-unification-render-vercel-2026-05-26.md.

Read these first: command-center/lib/notion.ts, command-center/lib/live-action-items.ts, command-center/app/api/sessions/refresh/route.ts, services/command-center-api/FRONTEND_NEEDS.md, and docs/deployment-unification-render-vercel-2026-05-26.md.

Live checks used: sf org list, report inventory SOQL on Report, dashboard describe via /services/data/v60.0/analytics/dashboards/01Z8W000001MHSnUAO/describe, and Vercel deployment/build inspection for dpl_3LgggzD2hEGma6kiNUudBoLpWesr.

Reason for ending: feasibility check complete, no code changes made in this pass. Next productive pass should implement B and C with cached source-linked data and persistent handoff saving.