SNS Daily Report Dashboard
Real-time property management dashboard for SNS portfolio using ResMan API and Google Sheets integration.
Live Dashboard: https://sns-daily-report.vercel.app
Last Updated: November 4, 2026
Quick Start
View Live:
Visit sns-daily-report.vercel.app
Local Development:
cd "C:\Users\ymosh\Claude\ROI\SNS Daily Report"
python generate_dashboard.py
Then open dashboard_live.html in a browser.
Overview
This dashboard provides a unified view of:
- Unit Status - Occupancy, vacancies, NTV, evictions across 9 properties
- Traffic Metrics - Lead generation, applicants, and lease signing progress
- Expiring Leases - 4-month forecast with renewal tracking
- Renovation Status - Renovated / Partial / Classic breakdown per property
- Financial Summary - Income, credits, net revenue, and delinquency tracking
Companion pages
Files
| File | Description |
|---|
generate_dashboard.py | Main script - fetches data and generates HTML |
dashboard_live.html | Generated dashboard (open in browser) |
SNS_STYLEGUIDE.md | SNS design system documentation |
DEVELOPMENT.md | Technical documentation and API reference |
.github/workflows/refresh.yml | GitHub Actions - auto-refresh every 4 hours |
api/index.py | Vercel serverless function - triggers manual refresh |
api/get_leases.py | Vercel API - fetch leases for renewal letters |
api/get_charges.py | Vercel API - fetch deposit and recurring charges |
api/push_monday.py | Vercel API - push data to Monday.com |
renewal_summary.json | Current-month renewal buckets + % per property (regenerated every 4h, consumed by n8n) |
vercel.json | Vercel deployment configuration |
requirements.txt | Python dependencies |
renewal_letters.html | Renewal letter generation tool |
renewals.html | Renewals Dashboard — /renewals page (see section below) |
renewals_data.json | Baked JSON that powers renewals.html (committed by sync-renewals.yml) |
renewals_sync/ | Python scripts that pull ResMan → Sheet and Sheet → renewals_data.json |
api/get_renewals.py | Live fallback that reads the Google Sheet directly (used mid-refresh for immediate feedback) |
api/trigger_renewals_sync.py | Dispatches sync-renewals.yml from the Refresh button |
api/sync_status.py | Reports the last sync-renewals.yml run status |
api/last_sync.py | Reports the last successful run time (shown in the chip) |
Data Sources
ResMan Legacy API
- Endpoint:
https://api.myresman.com
- Auth: POST with JSON body (
IntegrationPartnerID, APIKey, AccountID)
- Endpoints Used:
Account/GetProperties - List all propertiesProperty/GetUnitStatus - Unit vacancy & ready status (VacancyStatus, Status fields)Leasing/GetApplicantsAndCurrentResidents - Identify eviction units
ResMan Partners API
- Endpoint:
https://partners-api.myresman.com
- Auth: GET with Basic Auth (PartnerID:APIKey) + Header
ResMan-Account-Id
- Timeout: 30 seconds with 2 retries (3-second delay between retries)
- Endpoints Used:
GET /Leasing/Leases - Lease data with history for renewalsGET /Units/Availability - Unit vacancy, occupancy, move-out dates (primary endpoint)GET /Units - Unit details, renovation status, availableForOnlineMarketing fieldGET /WorkOrders - Open work orders and new orders in last 24hGET /Transactions/Receivables - Owed account balances as of a date (used for Receivable MTD / Del %)
Google Sheets (Traffic)
- Sheet ID:
1D8eBjdcClYf9L4DNQg2cKDE1Wuwkc5AOSQcRCPmz18A
- Tab: Traffic (gid=343109953)
- Access: Public (view only)
Google Sheets (Financial)
- Sheet ID:
1TF3cpVlGcllKMJnkPOB_fHmFgN-wwb1qbiJ05l8JMNU
- Tab: transactions (gid=0) - Income charges and credits
- Tab: Del (gid=763378106) - Delinquency data (Current, Under Eviction, Formers)
- Access: Public (view only)
- Source: n8n automation from ResMan
Properties (9)
| Region | Properties |
|---|
| Tampa | 49thStr |
| Orlando | TV, MOC, MUSO |
| Jacksonville | AP, SJ, ROP, ORT |
| Ft. Lauderdale | EAST |
Note: Down/Abated units are excluded from all counts and calculations.
Unit Status Logic
VacancyStatus Values (from Legacy API)
The Property/GetUnitStatus endpoint returns these VacancyStatus values:
Occupied - Unit is occupiedVacant - Unit is vacant, not pre-leasedVacant Pre-Leased - Unit is vacant but has a signed future leaseNotice to Vacate - Current resident gave notice, not pre-leasedNotice to Vacate Pre-Leased - Current resident gave notice, has future lease signed
Dashboard Categories
| Category | Logic | Notes |
|---|
| Occupied | VacancyStatus = "Occupied" | |
| Vacant Ready | VacancyStatus in ["Vacant", "Vacant Pre-Leased"] AND Status = "Ready" | Includes pre-leased |
| Vacant Not Ready | VacancyStatus in ["Vacant", "Vacant Pre-Leased"] AND Status != "Ready" | Includes pre-leased |
| Vacant Leased | VacancyStatus = "Vacant Pre-Leased" | Subset of Vacant Ready/Not Ready |
| NTV | VacancyStatus in ["Notice to Vacate", "Notice to Vacate Pre-Leased"] | Includes pre-leased |
| NTV Leased | VacancyStatus = "Notice to Vacate Pre-Leased" | Subset of NTV |
| Under Eviction | Resident Status = "Under Eviction" (from GetApplicantsAndCurrentResidents) | |
Calculated Metrics
Rentable Units
Rentable Units = Vacant Ready + Vacant Not Ready + NTV - Vacant Leased - NTV Leased
This gives the count of non-pre-leased vacant and NTV units that need to be rented.
Example (ORT):
- Vacant Ready: 25
- Vacant Not Ready: 9
- NTV: 23
- Vacant Leased: 6
- NTV Leased: 0
- Rentable Units = 25 + 9 + 23 - 6 - 0 = 51
Off the Market
Units that are rentable but NOT listed for online marketing.
Source: Partners API /Units endpoint, field availableForOnlineMarketing
Logic:
- Get all units from Partners API with
availableForOnlineMarketing field
- Filter to only non-pre-leased units (VacancyStatus in ["Vacant", "Notice to Vacate"])
- Exclude Down/Abated units
- Exclude Under Eviction units
- Count units where
availableForOnlineMarketing = false
Example (ORT):
- Rentable Units: 51
- Off the Market: 27
- Available for Marketing: 24 (implied: 51 - 27)
Physical Occupancy
Physical Occupancy % = (Total - Vacant Ready - Vacant Not Ready) / Total * 100
Occupancy Rented
Occupancy Rented % = (Total - Vacant Ready - Vacant Not Ready + Vacant Leased) / Total * 100
Includes pre-leased vacant units as "rented".
Dashboard Sections
1. Portfolio Summary Table
| Metric | Description |
|---|
| Total Units | All active units per property (excludes Down/Abated) |
| Occupied | Units with "Occupied" status |
| Vacant Ready | Vacant + ready (includes pre-leased) |
| Vacant Not Ready | Vacant + not ready (includes pre-leased) |
| NTV | Notice to Vacate (includes NTV Leased) |
| Under Eviction | From resident status |
| Physical Occupancy | (Total - Vacant Ready - Vacant Not Ready) / Total |
| Vacant Leased | Subset: pre-leased units in vacant counts |
| NTV Leased | Subset: pre-leased units in NTV count |
| Rentable Units | Vacant Ready + Vacant Not Ready + NTV - Vacant Leased - NTV Leased |
| Off the Market | Rentable units not listed online |
| Occupancy Rented | Physical Occupancy + Vacant Leased |
2. Traffic Summary Table
| Metric | Source | Description |
|---|
| Total Prospects | Google Sheets | MTD leads per property |
| Daily AVG | Google Sheets | MTD prospects ÷ calendar days elapsed this month (zero-lead days included) |
| Total Applicants | Partners API | Pending leases (future move-ins) |
| Pending Approval | Partners API | approvalDate is null |
| Approved | Partners API | Has approvalDate, no leaseSignedDate |
| Signed Lease | Partners API | Has leaseSignedDate |
3. Expiring Leases Table
Shows leases expiring in current month + next 3 months (4 total).
Collapsible months - Click to expand/collapse each month.
Header shows Renewal % per property:
- Formula:
Renewed / (Current + Renewed + NTV + Under Eviction)
- Excludes "Pending Renewal" (undecided)
| Status | Description |
|---|
| Current | No action taken yet |
| Pending Renewal | Renewal offered, not signed |
| Renewed | Renewal signed |
| NTV | Notice to Vacate given |
| Under Eviction | Eviction in progress |
Color coding:
- Green: >= 70% renewal
- Amber: 50-69% renewal
- Red: < 50% renewal
4. Renovation Status Table
Shows unit renovation breakdown per property.
| Status | Description |
|---|
| Renovated | Fully renovated units (parsed from unitType field) |
| Partial Renovated | Partially renovated units |
| Classic | Original/non-renovated units |
Data source: Partners API GET /Units - parses unitType field
5. Financial Summary Table
Shows income and delinquency data per property.
Income Section:
| Metric | Description |
|---|
| Total Income | Sum of all charges for the period |
| Total Credit | Sum of all credits/adjustments |
| Net | Total Income - Total Credit |
| Receivable MTD | Owed to the property as of today — sum of positive account balances (ResMan Partners API GET /Transactions/Receivables) |
| Del % | Receivable MTD ÷ Net × 100, color-coded (>10% red, >5% amber, else green) |
Delinquency Section:
| Metric | Description |
|---|
| Current | Amount owed by current residents (hover for count) |
| Under Eviction | Amount owed by residents under eviction (hover for count) |
| Formers | Amount owed by former residents (hover for count) |
| Total | Sum of all delinquency categories (hover for count) |
Data source: Google Sheets (populated by n8n from ResMan)
Features:
- Hover over delinquency cells to see resident count in tooltip
- Grey divider separates Income and Delinquency sections
- Region-grouped columns matching other tables
Features
- Live hosting on Vercel with auto-refresh every 4 hours
- Manual refresh button with loading animation and auto-reload
- Mobile responsive - works on phones and tablets
- Dark/light mode toggle (persists in browser)
- Pop-up tables - Click any metric to see detailed unit/lease list
- Sortable columns - Click column headers to sort ascending/descending
- Clickable links - Unit numbers and resident names link directly to ResMan
- Status filters - Filter applicants and expiring leases by status
- Alert indicators - Highlights cells with date issues (past available/move-in/move-out dates)
- Region-grouped columns (Tampa, Orlando, Jacksonville, Ft. Lauderdale)
- Tooltip explanations on metrics (hover over ?)
- Color-coded occupancy rates (green 95%+, amber 90-95%, red <90%)
- Collapsible expiring leases with renewal % preview
- Work orders summary per property (open count, new in 24h)
- Responsive tables with horizontal scroll on mobile
- Florida timezone (ET) for all timestamps
Recent Changes
November 4, 2026
- Shipped: Supabase daily-snapshot pipeline. One row per property per calendar date (ET) in
property_snapshots, plus portfolio_snapshots and property_daily_deltas views. See Supabase Daily Snapshot section below.
- Added:
/api/record_snapshot — single POST endpoint called by n8n daily, does guard + insert + returns success/already_recorded/error status.
- Added:
/api/skill — serves a read-only analyst skill at one URL. Publishable (anon) key embedded; RLS + security_invoker=on restrict it to SELECT.
- Added:
property_name column on property_snapshots so queries surface the full name (e.g. "The Village at San Jose"), not just the abbreviation.
- Backfilled: 2026-10-01 → 2026-11-03 from the historical xlsx bundle (306 rows across 34 unique dates × 9 properties).
- Hardening:
supabase_sync.py mapper emits NULL for prospects_mtd / daily_avg_prospects / conversion_rate_pct when the traffic source is absent (prevents a repeat of the 10/22-10/24 CRM-dark incident).
September 29, 2026
- Added:
renewal_summary.json at repo root — machine-readable current-month renewal snapshot for n8n end-of-month email. Contains per-property buckets (Current / Pending Renewal / Renewed / NTV-Formers / Under Eviction), computed renewalPct (same formula as the dashboard header: renewed / (current + renewed + ntvFormers + underEviction)), and a portfolio total row. Regenerated + committed on every 4h refresh alongside dashboard_live.html. Consume via https://raw.githubusercontent.com/ymi-flowing/sns-daily-report/main/renewal_summary.json with a GitHub PAT (repo is private).
May 26, 2026
- Added: ResMan prospect traffic for AN3 & TRA — these two properties are not in the CRM Google Sheet, so their Total Prospects / Daily AVG now come from the Partners API
GET /Prospects (MTD count by first-contact date, including Lost).
- Changed: Traffic Daily AVG for all properties is now MTD prospects ÷ calendar days elapsed in the month (zero-lead days included), replacing the old divide-by-distinct-lead-days method.
- Added: Receivable MTD and Del % rows in the Financial Summary card (under Net), for all 12 properties. Receivable MTD = today's owed balances from Partners API
GET /Transactions/Receivables; Del % = Receivable MTD ÷ Net.
May 19, 2026
- Fixed: API reliability improvements for ResMan Partners API
- Added retry logic (2 retries with 3-second delay)
- Added timeout handling (30 seconds per request)
- Added delay between API calls to avoid rate limiting
- Process smaller properties first to improve success rate
- Optimized: Migrated to
Units/Availability endpoint (replaces legacy GetUnitStatus)
- Added: Graceful degradation when API is unavailable
May 6, 2026
- Added: Financial Summary card with income and delinquency data
- Total Income, Total Credit, Net revenue per property
- Current, Under Eviction, Formers delinquency amounts
- Hover tooltips showing resident count on delinquency cells
- Data sourced from Google Sheets (populated by n8n automation)
- Added: Property name mapping (full names to abbreviations)
- UI: Optimized column widths across all tables (120px status column)
- UI: Consistent text sizing across all dashboard cards
- Styling: Added top-center tooltip style for financial data
May 5, 2026
- Added: Alert system for date issues:
- Vacant Not Ready: highlights units with past available date
- Vacant Leased: highlights units with past move-in date
- NTV: highlights units with past move-out date or insufficient turnaround time
- Light pink background in light mode, light blue in dark mode
- Red dot with tooltip in pop-up rows showing specific alert reason
- Added: Pop-up tables - click any metric to see detailed unit/lease list
- Added: Sortable columns in pop-ups (click headers to sort)
- Added: Clickable unit numbers - link directly to ResMan unit page
- Added: Clickable resident names - link directly to ResMan resident page
- Added: Status filters for Applicants and Expiring Leases pop-ups
- Added: Work orders summary per property (open count, new in 24h)
- Added: Resident names in Future MI, Future MO, and Expiring Leases
- Added: Custom scrollbar styling
- Fixed: Date sorting in pop-up tables
- Cleaned: Removed archive folder and debug scripts
April 28, 2026
- Deployed: Live dashboard on Vercel with auto-refresh every 4 hours
- Added: Manual refresh button with loading overlay and auto-reload
- Added: Mobile responsive design (works on phones/tablets)
- Added: Dark/light mode toggle
- Fixed: JSON serialization bug (
eviction_units set -> list)
- Fixed: EAST off-market count (was showing 23, now correctly shows 14)
- Renamed: "Available for Rent" -> "Rentable Units"
- UI: Streamlined timestamp display (single location in header)
- UI: Hidden property dropdown (pending individual property pages)
Deployment
Current Setup (Live)
How It Works
- GitHub Actions runs
generate_dashboard.py on schedule or manual trigger
- Script fetches fresh data from ResMan API and Google Sheets
- Generates new
dashboard_live.html with current timestamp
- Commits and pushes to GitHub
- Vercel auto-deploys on push
Environment Variables (GitHub Secrets)
RESMAN_API_KEY - ResMan API keyRESMAN_PARTNER_ID - ResMan partner IDRESMAN_ACCOUNT_ID - ResMan account ID
Environment Variables (Vercel)
GITHUB_TOKEN - Fine-grained token with Actions write permission (for refresh button)
Next Steps
Supabase Daily Snapshot
Every property's daily state is persisted in Supabase so trends can be analysed over time. Single endpoint drives it; one skill file lets any AI answer analytical questions over the data.
Pipeline
ResMan + Google Sheets (sources, every 4h)
|
v
generate_dashboard.py writes data.json + dashboard_live.html (unchanged)
|
v
n8n (midnight ET) calls POST /api/record_snapshot once a day
|
v
/api/record_snapshot fetch data.json -> guard against duplicates -> insert 9 rows
|
v
Supabase property_snapshots one row per (property, date), kept forever
Database objects
| Object | Role |
|---|
property_snapshots (table) | One row per (property_abbr, snapshot_date). ~70 columns. |
portfolio_snapshots (view) | Portfolio totals summed per snapshot_date. |
property_daily_deltas (view) | Day-over-day deltas for MTD counters; window partitioned by month so deltas reset on the 1st automatically. |
Security: RLS enabled on the base table. Publishable (sb_publishable_*) key can SELECT, cannot write. Secret (sb_secret_*) key used only by the Vercel endpoint for inserts. Both views set to security_invoker=on so they honour the base table's RLS.
Three defenses against duplicate daily records
/api/record_snapshot pre-flight SELECT: returns already_recorded without writing.UNIQUE(property_abbr, snapshot_date) constraint on the table.Prefer: resolution=ignore-duplicates on the POST → ON CONFLICT DO NOTHING.
Endpoint contract
POST /api/record_snapshot (no body, no auth)
Returns one of three shapes:
{ "status": "success", "snapshot_date": "YYYY-MM-DD", "inserted": 9 }
{ "status": "already_recorded", "snapshot_date": "YYYY-MM-DD", "existing_count": 9 }
{ "status": "error", "snapshot_date": "YYYY-MM-DD", "error": "..." }
error cases also return a non-2xx HTTP code so n8n's error branch picks them up cleanly.
Environment variables (Vercel, Production)
SUPABASE_URL — https://judbcwsdalgfwaxzhxlq.supabase.coSUPABASE_SERVICE_ROLE_KEY — the sb_secret_* key with write access
The analyst skill
GET /api/skill serves skills/SNS Data Analyst Skill.md as text/markdown with a 60-second cache. The file is self-contained:
- Supabase URL + publishable key (read-only)
- Full field dictionary for all 3 DB objects
- PostgREST filter cheatsheet
- Nine example queries + Python/curl/JavaScript code samples
- "Finding trends and valuable data points" playbook with 4 lenses, baseline-comparison table, 13 signals-to-flag thresholds, 5 workflow recipes
- NULL-semantics + MTD-reset gotchas so the AI reads the data correctly
Share the URL with any AI that supports URL fetching (Claude Desktop, Cursor, Claude Code, ChatGPT with browsing). No file management, no stale copies.
Known data-quality notes (encoded in the skill)
applicants_mtd family NULL for snapshot_date < 2026-10-28 — old xlsx layout didn't carry those columns.generated_at and future_mi_count NULL for all historical rows (backfill artifact).applicants_mtd_active decreases within a month (not strictly cumulative — applicants exit when decided).prospects_mtd = NULL means the CRM source was dark (don't confuse with "zero leads"). 0 means literal zero activity.- Mid-month
income_total / credit_total downticks are usually real ResMan adjustments, not pipeline bugs.
Local tooling
# Dry-run the mapper against today's data.json
python supabase_sync.py --dry-run
# Backfill historical xlsx files (after dropping them into backfill/)
python backfill_snapshots.py --dir backfill --dry-run
python backfill_snapshots.py --dir backfill --apply
# Inspect what landed
python query_snapshots.py --prop AP
Needs .env.local with SUPABASE_URL + SUPABASE_SERVICE_ROLE_KEY.
Renewals Dashboard
Standalone page at /renewals that surfaces every expiring lease plus signed-renewal detail, with per-resident PDF letter preview. Same Vercel app, static-first load, same off-white light / dark theme.
Load pattern
Normal open:
browser → GET /renewals_data.json → ~100ms, no API
Refresh click:
POST /api/trigger_renewals_sync
→ GitHub Actions sync-renewals.yml:
1. renewals_sync/sync_all.py ResMan → Sheet
2. renewals_sync/write_renewals_json.py Sheet + ResMan dates → renewals_data.json
3. git commit + push bakes JSON into repo
→ dashboard polls /api/sync_status until "completed"
→ dashboard reads /api/get_renewals (live sheet) for immediate feedback
→ next normal reload serves the newly-baked static JSON
ETA ~3–5 minutes end-to-end.
Secrets required (GitHub Actions AND Vercel env vars)
RESMAN_API_KEY, RESMAN_PARTNER_ID, RESMAN_ACCOUNT_ID — ResMan Partners APISHEETS_WEBHOOK_URL — Apps Script /exec endpoint for the Renewal Letters sheetSHARED_SECRET — Apps Script shared secretGITHUB_TOKEN — for /api/trigger_renewals_sync to dispatch the workflow
Status vocabulary (col G in the Google Sheet)
Written by renewals_sync/sync_renewal_status.py:
| Status | Meaning |
|---|
Renewed | Signed renewal entry in lease.history[], actual ≥ offered |
Lower Offer | Signed renewal, actual < offered |
Pending Renewal | History entry with status == "Pending Renewal" AND signedDate null |
Current | No renewal entry yet; still live, no notice |
MTM | scheduledMoveOutDate > leaseEndDate AND no moveOutDate yet (month-to-month) |
NTV | noticeToVacateDate set, no moveOutDate yet |
Moved Out, Under Eviction, Evicted, Cancelled, Denied | Mapped straight from lease.leaseStatus |
The "best renewal candidate" picker handles the common ResMan case of a Cancelled sibling sitting next to a signed Current renewal with the same startDate: it ranks (signed AND not cancelled) > signed > not cancelled > latest applicationDate.
Dashboard sections
- Header — logo + "Renewals Dashboard" + Renewal Offers button + Last Updated chip + Refresh + theme toggle.
- Filter bar — five cascading multi-selects (Property, Status, Expiring Month, Unit Type, Floorplan) + Clear all. Each dropdown's options are narrowed by the other active filters.
- 8 KPI cards — Total Expiring, Renewal Rate, Lower Offer %, Avg Renewed Total, Pending Decision, Avg Offered Δ, Avg Actual Δ, Avg Expiring/Month. Each has a short
? tooltip (just the calculation). Double-click opens a drill-in modal.
- Status × Expiring Month summary — 9 status rows + Total + three rate rows:
Renewed of total = (Renewed + Lower Offer) / Total% Renewable = (Pending Renewal + Current) / TotalAvg Δ (signed) = mean of Actual Δ $ and % across signed renewals
Every cell is clickable → drill-in modal.
- 4 charts —
- Status breakdown by month (stacked bar)
- Renewal rate by month (stacked bar, bar height = signed/total)
- Renewed (actual) Delta % distribution (cyan histogram, signed only)
- Avg renewed total by month (cyan line; hover shows Avg Renewed, Avg Δ $, Avg Δ %)
- Expiring leases table — the detailed roster. Property + Unit + Status frozen left. Resident name links to ResMan's resident detail page. NTV Date and Move Out Date cells show a green ✓ when the rule applies. Two chip filters in the card header: Insufficient Notice, Early Termination — both filter the whole report (KPIs, charts, summary table, offers popup).
Renewal Offers popup
Opens from the "Renewal Offers" header button. Reads the same filtered subset as the main dashboard but shows an offer-focused grid:
Property · Unit · Lease End (all frozen) · Resident · Current Rent · Current Total · Rent Δ · Total Δ · Rent Offer · Utility · Valet · Pest · Amenity · Internet · Total Utilities · Pet · Parking · WD · Storage · Total Other · Total Offer
A checkbox column + select-all header lets the user pick specific residents. "Print Letters" button prints all selected (or all visible if none selected) by opening a single new tab with every letter stacked and separated by page-break-before: always — one Ctrl+P produces a multi-page PDF. Totals footer sums every $ column (deltas sum too).
Each resident name is clickable → opens that resident's formal renewal letter in a new tab (A4, print-ready). The letter template is inlined into renewals.html as LETTER_TEMPLATE; placeholder data is produced by buildLetterContext(), which ports letters/generate_letters.py logic (first-name split, charges rows, deposit sub-block). The SNS logo is self-hosted at /SNS-letter-logo.jpg.
renewals_sync/ directory
Copies of the upstream Renewal Letters pipeline kept in-repo so the GitHub Actions workflow can run without external deps:
| File | Role |
|---|
sync_all.py | Loops through 10 properties → calls sync_renewal_status.run_sync() on each |
sync_renewal_status.py | ResMan → Sheet: writes Renewal Status, Actual Renewal, Lease ID |
create_monday_items.py | ResMan API helpers (fetch_leases, get_property_id) — Monday code dead but harmless |
sheets_client.py | Apps Script webhook wrapper |
sheet_schema.py | Canonical headers + tab names |
write_renewals_json.py | NEW — fetches each sheet tab, joins ResMan lease data by Lease ID, writes renewals_data.json with four extra columns (NTV Date, Move Out Date (falls back to scheduled), Lease End Date, Renewal Signed Date) |
Important: renewals_sync/sync_renewal_status.py is a hand-maintained copy of the one in C:\Users\ymosh\Claude\ROI\Renewal Letters. When fixing a status-detection bug, mirror the fix to both.
Styling notes
- Light mode body is
bg-slate-100 (not slate-50); cards + modals + tooltips use #fafbfc via a scoped html:not(.dark) .bg-white { … !important } override. Dark mode uses the normal dark:bg-slate-800 for cards.
- Scrollbars are slate (grey-cyan), not blue. Both
.fancy-scroll and the global * scrollbar use #94a3b8 → #64748b light / #64748b → #475569 dark.
- Every checkbox-looking control (dropdowns, Offers rows, Insufficient Notice / Early Termination chips) shares one themed style: border-only unchecked, ✓ in light-gray (
#64748b light / #94a3b8 dark). No native accent-color.
#06b6d4 cyan is the brand accent on this page: MTM pill, chart 3 bars, chart 4 line, filter count badge, Renewal Offers button hover.
Local development
# Static files + /api/*.py handlers, mimics Vercel routing
python dev_server.py
# → http://localhost:3000/renewals
Needs .env.local with SHEETS_WEBHOOK_URL and SHARED_SECRET (plus RESMAN_API_KEY/PARTNER_ID/ACCOUNT_ID if testing write_renewals_json.py locally).
Generated with ResMan API + Google Sheets integration
