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DerekSurge
2026-06-24 12:44:34 -07:00
commit 72f9a65917
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tasks/finance_sunshine_set_ebac9768/environment/initial_external_services/google_calendar/calendar_data.json
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{
"events": {
"evt-001": {
"id": "evt-001",
"summary": "Marcus Hale - Out of Office",
"start": {
"dateTime": "2026-04-14T08:00:00-04:00",
"timeZone": "America/New_York"
},
"end": {
"dateTime": "2026-04-16T17:00:00-04:00",
"timeZone": "America/New_York"
},
"description": "Annual conference in Atlanta.",
"location": "Atlanta, GA"
},
"evt-002": {
"id": "evt-002",
"summary": "Month-End Close - BD 3",
"start": {
"dateTime": "2026-04-14T09:00:00-04:00",
"timeZone": "America/New_York"
},
"end": {
"dateTime": "2026-04-14T18:00:00-04:00",
"timeZone": "America/New_York"
},
"description": "Business Day 3 of month-end close. Bank reconciliation and floorplan reconciliation due today.",
"location": "Accounting Department"
},
"evt-003": {
"id": "evt-003",
"summary": "Floorplan Curtailment - VIN 8XJ472",
"start": {
"dateTime": "2026-04-15T00:00:00-04:00",
"timeZone": "America/New_York"
},
"end": {
"dateTime": "2026-04-15T23:59:00-04:00",
"timeZone": "America/New_York"
},
"description": "Curtailment payment due for sold-not-paid unit. Vehicle delivered 4/8, still accruing interest.",
"location": null
},
"evt-004": {
"id": "evt-004",
"summary": "Funding Deadline - Johnson Deal",
"start": {
"dateTime": "2026-04-14T17:00:00-04:00",
"timeZone": "America/New_York"
},
"end": {
"dateTime": "2026-04-14T17:30:00-04:00",
"timeZone": "America/New_York"
},
"description": "Wells Fargo funding deadline. Missing: Power of Attorney, Payoff Letter. Deal SL-2026-0412.",
"location": null
},
"evt-005": {
"id": "evt-005",
"summary": "Commission Cutoff",
"start": {
"dateTime": "2026-04-16T00:00:00-04:00",
"timeZone": "America/New_York"
},
"end": {
"dateTime": "2026-04-16T23:59:00-04:00",
"timeZone": "America/New_York"
},
"description": "Commission processing cutoff for first half of month. All deals must be posted and funded.",
"location": null
}
}
}
tasks/finance_sunshine_set_ebac9768/environment/initial_external_services/google_mail/inbox.json
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{
"mailbox": {
"email": "acct.clerk@sunshineauto.com",
"name": "Accounting Clerk"
},
"contacts": [
{
"email": "marcus.hale@sunshineauto.com",
"name": "Marcus Hale"
},
{
"email": "elena.brooks@sunshineauto.com",
"name": "Elena Brooks"
},
{
"email": "priya.bennett@sunshineauto.com",
"name": "Priya Bennett"
},
{
"email": "renee.lawson@sunshineauto.com",
"name": "Renee Lawson"
},
{
"email": "darius.kim@sunshineauto.com",
"name": "Darius Kim"
},
{
"email": "noah.alvarez@sunshineauto.com",
"name": "Noah Alvarez"
},
{
"email": "jasmine.patel@sunshineauto.com",
"name": "Jasmine Patel"
},
{
"email": "funding@wellsfargo.com",
"name": "Wells Fargo Funding"
},
{
"email": "chargebacks@safeguardwarranty.com",
"name": "SafeGuard Warranty Chargebacks"
},
{
"email": "rodolfo.santos@sunshineauto.com",
"name": "Rodolfo Santos"
},
{
"email": "payoffs@chase.com",
"name": "Chase Auto Finance"
},
{
"email": "accounting@sunshineauto.com",
"name": "Accounting Department"
},
{
"email": "f&i@sunshineauto.com",
"name": "F&I Department"
}
],
"folders": [
{
"name": "Archive"
}
],
"emails": [
{
"email_id": "1",
"folder": "INBOX",
"subject": "URGENT: Chargeback Notice - Johnson Deal",
"from_addr": "chargebacks@safeguardwarranty.com",
"to_addr": "acct.clerk@sunshineauto.com",
"cc_addr": "f&i@sunshineauto.com",
"bcc_addr": null,
"date": "2026-04-14T08:30:00-04:00",
"message_id": "<cb0089@safeguardwarranty.com>",
"in_reply_to": null,
"body_text": "CHARGEBACK NOTICE\n\nChargeback ID: CB-2026-0089\nDealer: Sunshine & Set Automotive\nDeal Reference: SL-2026-0412\nCustomer: Michael Johnson\n\nProduct: Vehicle Service Contract\nChargeback Amount: $2,800.00\nEffective Date: April 14, 2026\n\nReason: Customer requested cancellation outside the 60-day free-look period. The chargeback amount reflects the prorated refund calculation plus administrative processing fees per your dealer agreement.\n\nThis chargeback exceeds $2,500 and requires immediate escalation per your dealer agreement. Please process within 24 hours.\n\nSafeGuard Warranty — Dealer Chargeback Services",
"body_html": null,
"is_read": false,
"is_important": true,
"attachments": [
{
"filename": "chargeback_CB-2026-0089.pdf",
"content_type": "application/pdf",
"content_base64": "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"
}
]
},
{
"email_id": "2",
"folder": "INBOX",
"subject": "Funding Status Update - SL-2026-0412",
"from_addr": "funding@wellsfargo.com",
"to_addr": "acct.clerk@sunshineauto.com",
"cc_addr": null,
"bcc_addr": null,
"date": "2026-04-13T16:45:00-04:00",
"message_id": "<wf-fund-4412@wellsfargo.com>",
"in_reply_to": null,
"body_text": "Funding Status Update — Deal SL-2026-0412\n\nContract Amount: $30,500.00\nSubmission Date: April 8, 2026\nStatus: PENDING — Missing Stipulations\n\nRequired Items:\n1. Power of Attorney (original, notarized)\n2. Payoff Letter from previous lienholder (must show account number and good-through date)\n\nPlease provide outstanding documentation by end of business today, April 14, 2026. Contracts exceeding $25,000 are subject to accelerated review timelines per our dealer agreement.\n\nWells Fargo Dealer Services — Funding Department",
"body_html": null,
"is_read": true,
"is_important": true,
"attachments": []
},
{
"email_id": "3",
"folder": "INBOX",
"subject": "Trade Payoff Confirmation - Johnson",
"from_addr": "payoffs@chase.com",
"to_addr": "acct.clerk@sunshineauto.com",
"cc_addr": null,
"bcc_addr": null,
"date": "2026-04-10T14:22:00-04:00",
"message_id": "<chase-payoff-9981@chase.com>",
"in_reply_to": null,
"body_text": "Trade Payoff Confirmation\n\nAccount: 1234567890\nCustomer: Michael Johnson\nVIN: 1HGCM82633A123456\n\nPayoff Amount Applied: $11,540.00\nPayment Received: April 10, 2026\nACH Reference: 20260410-ACH-7752\n\nInterest was computed through the payoff date per the standard per-diem schedule. The lien release will follow within 10 business days of payment application.\n\nPlease see the attached payoff confirmation document for your records.\n\nChase Auto Finance — Dealer Payoff Services",
"body_html": null,
"is_read": true,
"is_important": false,
"attachments": [
{
"filename": "payoff_letter_1234567890.pdf",
"content_type": "application/pdf",
"content_base64": "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"
}
]
},
{
"email_id": "4",
"folder": "INBOX",
"subject": "RE: Daily Cash Deposit - April 14",
"from_addr": "renee.lawson@sunshineauto.com",
"to_addr": "acct.clerk@sunshineauto.com",
"cc_addr": null,
"bcc_addr": null,
"date": "2026-04-14T10:15:00-04:00",
"message_id": "<rl-001@sunshineauto.com>",
"in_reply_to": "<cash-deposit-0414@sunshineauto.com>",
"body_text": "I'll be out at lunch from 12-1:30pm. If you find the source of the $180 discrepancy on the Johnson deal, leave the details on my desk. Do NOT close the daily cash report until we resolve this.\n\nRenee",
"body_html": null,
"is_read": true,
"is_important": true,
"attachments": []
},
{
"email_id": "5",
"folder": "INBOX",
"subject": "Month-End Close Calendar - April 2026",
"from_addr": "elena.brooks@sunshineauto.com",
"to_addr": "acct.clerk@sunshineauto.com",
"cc_addr": "accounting@sunshineauto.com",
"bcc_addr": null,
"date": "2026-04-01T09:00:00-04:00",
"message_id": "<eb-close-0426@sunshineauto.com>",
"in_reply_to": null,
"body_text": "Team,\n\nApril 2026 Close Calendar:\n\nBD 1 (April 12): Final day for deal posting\nBD 2 (April 13): AP check run, vendor 1099 review\nBD 3 (April 14): Bank reconciliation, floorplan reconciliation, contracts in transit review\nBD 4 (April 15): Commission sheets due, preliminary P&L\nBD 5 (April 16): Final adjustments, close binder due\n\nPlease note the adjusted close calendar below. Reminder: all month-end deliverables must be submitted by their assigned deadlines. Reach out if you have questions about any of your assigned items.\n\nElena Brooks\nController",
"body_html": null,
"is_read": true,
"is_important": true,
"attachments": []
}
],
"next_email_id": 6
}
tasks/finance_sunshine_set_ebac9768/environment/initial_external_services/slack/slack.json
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{
"users": {
"U001": {
"id": "U001",
"team_id": "T001",
"name": "elena.brooks",
"deleted": false,
"profile": {
"real_name": "Elena Brooks",
"display_name": "elena.brooks",
"email": "elena.brooks@sunshineauto.com"
},
"is_admin": true,
"is_owner": false,
"is_bot": false
},
"U002": {
"id": "U002",
"team_id": "T001",
"name": "marcus.hale",
"deleted": false,
"profile": {
"real_name": "Marcus Hale",
"display_name": "marcus.hale",
"email": "marcus.hale@sunshineauto.com"
},
"is_admin": true,
"is_owner": false,
"is_bot": false
},
"U003": {
"id": "U003",
"team_id": "T001",
"name": "priya.bennett",
"deleted": false,
"profile": {
"real_name": "Priya Bennett",
"display_name": "priya.bennett",
"email": "priya.bennett@sunshineauto.com"
},
"is_admin": false,
"is_owner": false,
"is_bot": false
},
"U004": {
"id": "U004",
"team_id": "T001",
"name": "renee.lawson",
"deleted": false,
"profile": {
"real_name": "Renee Lawson",
"display_name": "renee.lawson",
"email": "renee.lawson@sunshineauto.com"
},
"is_admin": false,
"is_owner": false,
"is_bot": false
},
"U005": {
"id": "U005",
"team_id": "T001",
"name": "darius.kim",
"deleted": false,
"profile": {
"real_name": "Darius Kim",
"display_name": "darius.kim",
"email": "darius.kim@sunshineauto.com"
},
"is_admin": false,
"is_owner": false,
"is_bot": false
},
"U006": {
"id": "U006",
"team_id": "T001",
"name": "noah.alvarez",
"deleted": false,
"profile": {
"real_name": "Noah Alvarez",
"display_name": "noah.alvarez",
"email": "noah.alvarez@sunshineauto.com"
},
"is_admin": false,
"is_owner": false,
"is_bot": false
},
"U007": {
"id": "U007",
"team_id": "T001",
"name": "jasmine.patel",
"deleted": false,
"profile": {
"real_name": "Jasmine Patel",
"display_name": "jasmine.patel",
"email": "jasmine.patel@sunshineauto.com"
},
"is_admin": false,
"is_owner": false,
"is_bot": false
},
"U008": {
"id": "U008",
"team_id": "T001",
"name": "acct.clerk",
"deleted": false,
"profile": {
"real_name": "Accounting Clerk",
"display_name": "acct.clerk",
"email": "acct.clerk@sunshineauto.com"
},
"is_admin": false,
"is_owner": false,
"is_bot": false
},
"U009": {
"id": "U009",
"team_id": "T001",
"name": "rodolfo.santos",
"deleted": false,
"profile": {
"real_name": "Rodolfo Santos",
"display_name": "rodolfo.santos",
"email": "rodolfo.santos@sunshineauto.com"
},
"is_admin": false,
"is_owner": false,
"is_bot": false
}
},
"channels": {
"C001": {
"id": "C001",
"name": "acct-floorplan",
"is_channel": true,
"is_group": false,
"is_im": false,
"is_mpim": false,
"is_private": false,
"created": 1609459200,
"is_archived": false,
"is_general": false,
"unlinked": 0,
"name_normalized": "acct-floorplan",
"is_shared": false,
"is_org_shared": false,
"is_ext_shared": false,
"is_pending_ext_shared": false,
"pending_shared": [],
"pending_connected_team_ids": [],
"context_team_id": "T001",
"updated": 1609459200,
"creator": "U002",
"shared_team_ids": ["T001"],
"is_member": true
},
"C002": {
"id": "C002",
"name": "acct-contracts-funding",
"is_channel": true,
"is_group": false,
"is_im": false,
"is_mpim": false,
"is_private": false,
"created": 1609459200,
"is_archived": false,
"is_general": false,
"unlinked": 0,
"name_normalized": "acct-contracts-funding",
"is_shared": false,
"is_org_shared": false,
"is_ext_shared": false,
"is_pending_ext_shared": false,
"pending_shared": [],
"pending_connected_team_ids": [],
"context_team_id": "T001",
"updated": 1609459200,
"creator": "U002",
"shared_team_ids": ["T001"],
"is_member": true
},
"C003": {
"id": "C003",
"name": "acct-cash-desk",
"is_channel": true,
"is_group": false,
"is_im": false,
"is_mpim": false,
"is_private": false,
"created": 1609459200,
"is_archived": false,
"is_general": false,
"unlinked": 0,
"name_normalized": "acct-cash-desk",
"is_shared": false,
"is_org_shared": false,
"is_ext_shared": false,
"is_pending_ext_shared": false,
"pending_shared": [],
"pending_connected_team_ids": [],
"context_team_id": "T001",
"updated": 1609459200,
"creator": "U002",
"shared_team_ids": ["T001"],
"is_member": true
},
"C004": {
"id": "C004",
"name": "acct-chargebacks",
"is_channel": true,
"is_group": false,
"is_im": false,
"is_mpim": false,
"is_private": false,
"created": 1609459200,
"is_archived": false,
"is_general": false,
"unlinked": 0,
"name_normalized": "acct-chargebacks",
"is_shared": false,
"is_org_shared": false,
"is_ext_shared": false,
"is_pending_ext_shared": false,
"pending_shared": [],
"pending_connected_team_ids": [],
"context_team_id": "T001",
"updated": 1609459200,
"creator": "U002",
"shared_team_ids": ["T001"],
"is_member": true
},
"C005": {
"id": "C005",
"name": "leadership-escalations",
"is_channel": true,
"is_group": false,
"is_im": false,
"is_mpim": false,
"is_private": false,
"created": 1609459200,
"is_archived": false,
"is_general": false,
"unlinked": 0,
"name_normalized": "leadership-escalations",
"is_shared": false,
"is_org_shared": false,
"is_ext_shared": false,
"is_pending_ext_shared": false,
"pending_shared": [],
"pending_connected_team_ids": [],
"context_team_id": "T001",
"updated": 1609459200,
"creator": "U001",
"shared_team_ids": ["T001"],
"is_member": true
}
},
"messages": {
"C001": [
{
"type": "message",
"user": "U005",
"text": "Daily floorplan worksheet is ready for BD 3 reconciliation. Note: We have 3 sold-not-paid units still accruing interest.",
"ts": "1713076800.000100",
"team": "T001"
},
{
"type": "message",
"user": "U002",
"text": "I'll be reviewing these when I'm back on Thursday. Any unit over 5 days sold-not-paid needs immediate attention.",
"ts": "1713076860.000200",
"team": "T001"
}
],
"C002": [
{
"type": "message",
"user": "U006",
"text": "We have 3 contracts still pending funding. Johnson deal (SL-2026-0412) is now 6 days out with Wells Fargo - missing POA and payoff letter.",
"ts": "1713077400.000100",
"team": "T001"
},
{
"type": "message",
"user": "U002",
"text": "That contract is over $25K. If it's been pending more than 3 days, escalate to me immediately... wait, I'm out Monday through Wednesday.",
"ts": "1713077460.000200",
"team": "T001"
}
],
"C003": [
{
"type": "message",
"user": "U004",
"text": "Daily cash log shows a $180 discrepancy on the Johnson deal. I'm investigating. DO NOT close the daily report until resolved.",
"ts": "1713078000.000100",
"team": "T001"
}
],
"C004": [
{
"type": "message",
"user": "U001",
"text": "Effective immediately: All chargebacks over $2,500 require Controller escalation and commission offset verification before processing. Template F must be used. Timeline is 4 hours from receipt.",
"ts": "1712990400.000100",
"team": "T001"
},
{
"type": "message",
"user": "U007",
"text": "Got it. I'll update the chargeback tracker template.",
"ts": "1712990460.000200",
"team": "T001"
}
],
"C005": [
{
"type": "message",
"user": "U009",
"text": "F&I Director - Just a heads up that we have a high-gross deal (SL-2026-0412) with multiple issues: funding delay, payoff variance, and now a chargeback. Customer delivery was yesterday.",
"ts": "1713078600.000100",
"team": "T001"
}
]
},
"counters": {
"messageId": 1000000
}
}