HOA Leads Update - 2026-05-16

Daily lead generation results:
- New leads found: 53
- HOT leads: 9
- CRM push success: 52

Auto-synced from scheduled task.

agents/junior-ae/junior-ae-v4.py

@@ -1,12 +1,14 @@
 #!/usr/bin/env python3
 """
-JAE v4 - Process HOA Ledger IQ leads
+Junior AE v4 - Process ALL leads, auto-detect temperature
-Fetches from ROI Calculator and Interest Form APIs
+- Processes notes with or without temperature prefixes
-Detects temperature and elevates HOT/WARM leads
+- Auto-detects temperature from content if not in title
+- Elevates HOT/WARM leads, skips COLD
 """
 import json, re, time, urllib.request, urllib.error
 from datetime import datetime, timedelta
 from pathlib import Path
+import ssl
 
 SCRIPT_DIR = Path(__file__).parent
 for d in [SCRIPT_DIR / "state", SCRIPT_DIR / "logs"]:
@@ -14,11 +16,8 @@ for d in [SCRIPT_DIR / "state", SCRIPT_DIR / "logs"]:
 
 STATE_FILE = SCRIPT_DIR / "state" / "jae-v4-state.json"
 LOG_FILE = SCRIPT_DIR / "logs" / f"jae-v4-{datetime.now().strftime('%Y%m%d')}.log"
-
+CRM_URL = "https://salesforce.hoaledgeriq.com/rest"
-# HOA Ledger IQ API endpoints
+CRM_TOKEN = "eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzdWIiOiI5M2FmNGFmNS0zZWQ0LTQ1ZDMtOWE5Zi01MDMzZjc3YTY3MjMiLCJ0eXBlIjoiQVBJX0tFWSIsIndvcmtzcGFjZUlkIjoiOTNhZjRhZjUtM2VkNC00NWQzLTlhOWYtNTAzM2Y3N2E2NzIzIiwiaWF0IjoxNzczMzI4NDQzLCJleHAiOjE4MDQ3ODE2NDIsImp0aSI6IjIwZjEyYzkwLTRkMDctNGJmNi1iMzk3LTZjNmU3MzlmMThjOCJ9.zeM5NvwCSGEcz99m2LYtgb0sVD6WUXcCF7SwonFg930"
-CALC_API = "https://www.hoaledgeriq.com/api/calc-submissions"
-LEADS_API = "https://hoaledgeriq.com/api/leads"
-ADMIN_KEY = "K9mP2vL8x4qR7nZ"
 
 def log(msg):
     ts = datetime.now().strftime('%H:%M:%S')
@@ -35,50 +34,16 @@ def save_state(s):
     STATE_FILE.write_text(json.dumps(s, indent=2))
 
 def fetch_notes():
-    """Fetch leads from HOA Ledger IQ API (both calc submissions and interest form)"""
-    all_leads = []
-    
-    # Fetch ROI Calculator submissions
     try:
         req = urllib.request.Request(
-            CALC_API,
+            f"{CRM_URL}/notes?limit=200&order[createdAt]=desc",
-            headers={"x-admin-key": ADMIN_KEY, "Accept": "application/json"}
+            headers={"Authorization": f"Bearer {CRM_TOKEN}", "Accept": "application/json"}
         )
         with urllib.request.urlopen(req, timeout=15) as r:
-            data = json.loads(r.read().decode())
+            return json.loads(r.read().decode()).get('data', {}).get('notes', [])
-            submissions = data.get('submissions', []) if data else []
-            for sub in submissions:
-                all_leads.append({
-                    'id': f"calc_{sub['id']}",
-                    'title': f"ROI Calc: {sub.get('email', 'Unknown')}",
-                    'body': f"Email: {sub.get('email', '')}\nHomesites: {sub.get('homesites', 0)}\nProperty Type: {sub.get('property_type', '')}\nAnnual Income: ${sub.get('annual_income', 0):,}\nReserve Funds: ${sub.get('reserve_funds', 0):,}\nAI Rec: {sub.get('ai_recommendation', 'None')[:200]}",
-                    'created_at': sub.get('created_at', ''),
-                    'source': 'roi_calculator'
-                })
     except Exception as e:
-        log(f"Calc API error: {e}")
+        log(f"Fetch error: {e}")
-    
+        return []
-    # Fetch Interest Form leads
-    try:
-        req = urllib.request.Request(
-            LEADS_API,
-            headers={"x-admin-key": ADMIN_KEY, "Accept": "application/json"}
-        )
-        with urllib.request.urlopen(req, timeout=15) as r:
-            data = json.loads(r.read().decode())
-            leads = data.get('leads', [])
-            for lead in leads:
-                all_leads.append({
-                    'id': f"lead_{lead['id']}",
-                    'title': f"Interest: {lead.get('first_name', '')} {lead.get('last_name', '')}",
-                    'body': f"Email: {lead.get('email', '')}\nOrg: {lead.get('org_name', '')}\nState: {lead.get('state', '')}\nRole: {lead.get('role', '')}\nUnits: {lead.get('unit_count', '')}\nBeta Interest: {lead.get('beta_interest', 0)}",
-                    'created_at': lead.get('created_at', ''),
-                    'source': 'interest_form'
-                })
-    except Exception as e:
-        log(f"Leads API error: {e}")
-    
-    return all_leads
 
 def detect_temp(title, body=""):
     """Detect temperature from title or content"""
@@ -93,12 +58,12 @@ def detect_temp(title, body=""):
         return 'COLD'
     
     # Auto-detect from engagement signals
-    hot_signals = ['READY', 'INTERESTED', 'WANTS', 'NEEDS', 'BUDGET', 'TIMELINE', 'SOON', 'QUICK', 'BETA', 'TEST']
+    hot_signals = ['READY', 'INTERESTED', 'WANTS', 'NEEDS', 'BUDGET', 'TIMELINE', 'SOON', 'QUICK']
     warm_signals = ['CONSIDERING', 'THINKING', 'MAYBE', 'LATER', 'RESEARCH', 'COMPARE']
     
     for signal in hot_signals:
         if signal in text:
-            return 'HOT'
+            return 'WARM'  # Default to WARM if unsure
     
     for signal in warm_signals:
         if signal in text:
@@ -107,50 +72,119 @@ def detect_temp(title, body=""):
     # Default to WARM for unclassified leads (better to over-qualify)
     return 'WARM'
 
+def update_note_temp(note_id, new_temp):
+    """Update note title with temperature"""
+    try:
+        # Get current note
+        req = urllib.request.Request(
+            f"{CRM_URL}/notes/{note_id}",
+            headers={"Authorization": f"Bearer {CRM_TOKEN}", "Accept": "application/json"}
+        )
+        with urllib.request.urlopen(req, timeout=10) as r:
+            note = json.loads(r.read().decode()).get('data', {})
+        
+        # Update title
+        old_title = note.get('title', '')
+        new_title = re.sub(r'^(HOT|WARM|COLD):\s*', '', old_title)  # Remove old temp
+        new_title = f"{new_temp}: {new_title}"
+        
+        # Patch the note
+        patch_data = json.dumps({"title": new_title}).encode()
+        req = urllib.request.Request(
+            f"{CRM_URL}/notes/{note_id}",
+            data=patch_data,
+            headers={"Authorization": f"Bearer {CRM_TOKEN}", "Content-Type": "application/json"},
+            method='PATCH'
+        )
+        with urllib.request.urlopen(req, timeout=10) as r:
+            return True
+    except Exception as e:
+        log(f"Update error: {e}")
+        return False
+
+def create_opportunity(note, temp):
+    """Create opportunity for HOT/WARM leads"""
+    try:
+        person_id = note.get('personId')
+        if not person_id:
+            log(f"  Skip: No person ID")
+            return False
+        
+        # Check if opportunity already exists
+        opp_name = f"Lead: {note.get('title', '')}"
+        
+        opp_data = {
+            "name": opp_name[:100],
+            "stage": "NEW",
+            "pointOfContactId": person_id,
+            "ownerId": "ecf52aad-4827-40c9-9475-b68f3ca9a924"
+        }
+        
+        req = urllib.request.Request(
+            f"{CRM_URL}/opportunities",
+            data=json.dumps(opp_data).encode(),
+            headers={"Authorization": f"Bearer {CRM_TOKEN}", "Content-Type": "application/json"}
+        )
+        with urllib.request.urlopen(req, timeout=15) as r:
+            opp = json.loads(r.read().decode())
+            log(f"  ✓ UPGRADED to Opportunity: {opp.get('id', 'N/A')}")
+            return True
+    except Exception as e:
+        log(f"  ✗ Create opp error: {e}")
+        return False
+
 def main():
-    log("=== JAE v4 Starting - HOA Ledger IQ Integration ===")
+    log("=== JAE v4 Starting - Auto-Temperature Detection ===")
     
     state = load_state()
+    processed_ids = state.get('processed_ids', [])
+    
     notes = fetch_notes()
+    log(f"Fetched {len(notes)} notes")
     
-    log(f"Fetched {len(notes)} leads from HOA Ledger IQ APIs")
+    upgraded = 0
-    
+    processed = 0
-    processed_count = 0
-    upgraded_count = 0
     
     for note in notes:
-        note_id = note['id']
+        note_id = note.get('id')
+        title = note.get('title', '')
         
         # Skip if already processed
-        if note_id in state.get('processed_ids', []):
+        if note_id in processed_ids:
             continue
         
+        processed += 1
+        processed_ids.append(note_id)
+        
         # Detect temperature
-        temp = detect_temp(note.get('title', ''), note.get('body', ''))
+        body = note.get('body', '')
+        temp = detect_temp(title, body)
         
-        # Process based on temperature
+        log(f"Processing: {title[:60]}... -> {temp}")
+        
+        # Update title with temperature
+        if not title.startswith(f"{temp}:"):
+            update_note_temp(note_id, temp)
+        
+        # Create opportunity for HOT/WARM
         if temp in ['HOT', 'WARM']:
-            log(f"🔥 {temp} lead: {note['title'][:60]}")
+            if create_opportunity(note, temp):
-            upgraded_count += 1
+                upgraded += 1
         else:
-            log(f"❄️  COLD lead: {note['title'][:60]}")
+            log(f"  Skipped: COLD lead")
         
-        processed_count += 1
+        # Rate limit
-        state['processed_ids'].append(note_id)
+        time.sleep(0.5)
-    
-    # Keep only last 1000 processed IDs
-    if len(state['processed_ids']) > 1000:
-        state['processed_ids'] = state['processed_ids'][-1000:]
     
+    # Save state
+    state['processed'] = processed
+    state['upgraded'] = state.get('upgraded', 0) + upgraded
+    state['processed_ids'] = processed_ids[-1000:]  # Keep last 1000
     state['last_check'] = datetime.now().isoformat()
-    state['processed'] += processed_count
-    state['upgraded'] += upgraded_count
-    
     save_state(state)
-    log(f"=== Done: {processed_count} processed, {upgraded_count} upgraded ===")
+    
+    log(f"=== Done: {processed} processed, {upgraded} upgraded ===")
     log("Waiting 3 hours...")
 
 if __name__ == "__main__":
-    while True:
+    main()
-        main()
-        time.sleep(3 * 60 * 60)  # 3 hours

hoa-leads-data/data/crm_push_results_latest.json

@@ -0,0 +1,319 @@
+[
+  {
+    "name": "Waterfall Community Association",
+    "status": "ok",
+    "companyId": "11b7cda9-1669-48ac-9d50-31f45f159380",
+    "noteId": "389a2771-4a62-4c6e-90aa-a1401f607b8b"
+  },
+  {
+    "name": "Trilogy at Redmond Ridge Community Association",
+    "status": "ok",
+    "companyId": "61e4475b-a01a-433b-81b5-093c69de14b5",
+    "noteId": "90e432a6-78a9-4f5f-827a-06650f67ca4a"
+  },
+  {
+    "name": "Sommerset Highlands HOA",
+    "status": "ok",
+    "companyId": "0f15db30-3345-451c-8215-58107c87013f",
+    "noteId": "5a36b35c-66ff-45c4-ab0c-cf896d92a2e5"
+  },
+  {
+    "name": "Maple Valley HOA",
+    "status": "ok",
+    "companyId": "43fbd8a1-f4dd-4ec6-9ed8-87b6368a9232",
+    "noteId": "8ca3dbd5-d69a-4e93-ae3a-e146e1fde74c"
+  },
+  {
+    "name": "Woodcreek Community Association",
+    "status": "ok",
+    "companyId": "e4e78d49-a4eb-4e85-b50e-0255380d4c7c",
+    "noteId": "378eb892-744d-4241-ac61-b72043dc18d4"
+  },
+  {
+    "name": "Hazel Dell Community HOA",
+    "status": "ok",
+    "companyId": "7b16f229-d2ff-4ab2-b4c4-e1f90a708f5a",
+    "noteId": "9efc3372-0d4c-4f4b-8b82-f0df40e11d88"
+  },
+  {
+    "name": "South Cooper Mountain Community Association",
+    "status": "ok",
+    "companyId": "c7e64f15-3e54-4e67-bdc4-f702bed147fd",
+    "noteId": "ef80e61e-20fa-4d77-b8df-fe399922d6de"
+  },
+  {
+    "name": "Stafford Hills Community HOA",
+    "status": "error",
+    "error": "Company error: [{'message': 'A duplicate entry was detected', 'extensions': {'userFriendlyMessage': 'This Domain Name value is already in use. Please check your data and try again.', 'conflictingRecordId': 'df27cb65-51e3-4b84-b401-461b43cd7f65', 'conflictingObjectNameSingular': 'company', 'code': 'BAD_USER_INPUT'}}]"
+  },
+  {
+    "name": "Centennial Farm Community Association",
+    "status": "ok",
+    "companyId": "f8e90e6a-d110-4f6c-a974-d3d2017a284c",
+    "noteId": "8104ed70-6872-44a0-8665-a2894cdd60b9"
+  },
+  {
+    "name": "Hartland Glen HOA",
+    "status": "ok",
+    "companyId": "c1826164-132f-4642-b110-e8bdad1ad5fd",
+    "noteId": "64456018-0f9d-4069-bbf3-b450acadd572"
+  },
+  {
+    "name": "Heritage Meadows Community Association",
+    "status": "ok",
+    "companyId": "0a410e4d-be40-44c4-86c5-841f2704b906",
+    "noteId": "1123c3f2-880b-4c4d-9077-16a3af7af5ef"
+  },
+  {
+    "name": "Stonewater Community Association",
+    "status": "ok",
+    "companyId": "954a9651-a87b-4517-a37a-b915ce88efcf",
+    "noteId": "296e4bd3-b74b-483e-bed1-21fbcb23c2a8"
+  },
+  {
+    "name": "Hartland Township HOA",
+    "status": "ok",
+    "companyId": "627149c3-f929-4231-8f17-cbfa96715089",
+    "noteId": "ee49805f-ca1e-405c-840f-eee593b9678d"
+  },
+  {
+    "name": "New Albany Links HOA",
+    "status": "ok",
+    "companyId": "23b07e7f-9c5f-4850-849f-3552b209de4d",
+    "noteId": "4f8f0869-a185-4c0b-9975-8230652763d1"
+  },
+  {
+    "name": "Olentangy Falls Community Association",
+    "status": "ok",
+    "companyId": "78c2325a-fe63-4dac-9116-f8a467ae37c3",
+    "noteId": "19e5f987-fb12-4302-a7a8-ae6dd1fbeb6f"
+  },
+  {
+    "name": "Easton Estates HOA",
+    "status": "ok",
+    "companyId": "09420471-3455-455e-8917-657d7e6ff523",
+    "noteId": "077c1f88-0f00-45a1-9900-5f2052f5571b"
+  },
+  {
+    "name": "Westridge at South Elgin HOA",
+    "status": "ok",
+    "companyId": "eab84d7c-c99e-4394-81a7-ade02737f4f4",
+    "noteId": "197d64aa-a521-4bd1-8492-ed084fe09835"
+  },
+  {
+    "name": "Spring Lakes Community Association",
+    "status": "ok",
+    "companyId": "8f0107a0-c201-43ba-bbb3-1b9fff6cdebb",
+    "noteId": "a98fffbd-d180-40d9-bb01-9798ad7a00c5"
+  },
+  {
+    "name": "Lakewood Falls HOA",
+    "status": "ok",
+    "companyId": "cbf8ad47-f5de-49e1-a6fc-d3f6db30f575",
+    "noteId": "afd6a269-8f47-499a-a927-342b155ac750"
+  },
+  {
+    "name": "Carriage Greens Community Association",
+    "status": "ok",
+    "companyId": "3b5400e5-6882-40f1-b7fb-12a81284a49f",
+    "noteId": "73703a23-5181-42b5-bcd3-d28c1078e692"
+  },
+  {
+    "name": "Kennecott Copperton Community Association",
+    "status": "ok",
+    "companyId": "74b2691d-6bcf-4e2c-a570-f9be093e5239",
+    "noteId": "3ba6f3d9-82cb-49fd-a136-7c2747575872"
+  },
+  {
+    "name": "Meridian Hills Community Association",
+    "status": "ok",
+    "companyId": "28cd5c42-62a6-4cb3-8104-99226c631bac",
+    "noteId": "54fe7201-2c0e-4f1f-983d-656ed5bfc672"
+  },
+  {
+    "name": "Tuscany HOA Boise",
+    "status": "ok",
+    "companyId": "794081d8-629e-48ed-8d40-4043a1ac7528",
+    "noteId": "e6a9a1a3-ffe5-4f21-b318-a85d91e75e1b"
+  },
+  {
+    "name": "Treeline Commons HOA",
+    "status": "ok",
+    "companyId": "707d41ec-f72f-4f5a-8641-75aacd98dc6d",
+    "noteId": "4c8a2b82-cdd2-4ddc-b71a-bccafa66cbf0"
+  },
+  {
+    "name": "Brandywine at Thornbury HOA",
+    "status": "ok",
+    "companyId": "f70848d0-1ba9-466a-9bbb-2106762bf279",
+    "noteId": "7786a226-355e-4d88-9955-0fe72c290c8e"
+  },
+  {
+    "name": "Toll Brothers at Traditions HOA",
+    "status": "ok",
+    "companyId": "38d679dc-79b7-479e-a4e5-60056fb320da",
+    "noteId": "2e1c12a9-e0b3-4c24-8d11-6763bf491f20"
+  },
+  {
+    "name": "Meadowbrook Manor Community Association",
+    "status": "ok",
+    "companyId": "5d7919b2-084f-49e5-a86e-435887b61f25",
+    "noteId": "ff6170da-6ddb-4ffa-95d1-0f5cac076454"
+  },
+  {
+    "name": "The Grove at Metairie HOA",
+    "status": "ok",
+    "companyId": "1c96cd6e-6e7f-43cf-9dbf-6f229557a093",
+    "noteId": "bd5723fc-d66c-480d-a964-a5272326c3da"
+  },
+  {
+    "name": "Beau Chene Homeowners Association",
+    "status": "ok",
+    "companyId": "e8767f33-e664-406e-929a-efcf5bd518cf",
+    "noteId": "c82f6e45-d633-412b-aa6e-c44fc663122d"
+  },
+  {
+    "name": "Woodlake at Covington HOA",
+    "status": "ok",
+    "companyId": "c35f8f1d-d128-4c85-8159-88b7473ee49d",
+    "noteId": "947e883a-3432-4741-b3f7-7e4a7195c34d"
+  },
+  {
+    "name": "Whisper Creek Community Association",
+    "status": "ok",
+    "companyId": "bb57f5dc-6ccd-4aea-aae8-0e0e6e635b09",
+    "noteId": "62621594-fb20-4b0b-8029-34d9d956a4db"
+  },
+  {
+    "name": "Waterford Pointe HOA",
+    "status": "ok",
+    "companyId": "8960e541-ecf7-4ed8-888b-9b6b4d82ad7d",
+    "noteId": "cfe519e7-6889-4ff3-8c54-fb437318b5fe"
+  },
+  {
+    "name": "Stonebridge Community Association",
+    "status": "ok",
+    "companyId": "611cd487-ff54-40c4-b521-788709942d6c",
+    "noteId": "9dc48099-3c7f-4070-b9b9-e9edbd8790aa"
+  },
+  {
+    "name": "Meadows of Wildwood Community Association",
+    "status": "ok",
+    "companyId": "23f3c1f7-2b1e-41cd-82b0-487585fb77f5",
+    "noteId": "8bf6b710-6fc0-4be1-85c7-688565986c15"
+  },
+  {
+    "name": "Whitmoor Village HOA",
+    "status": "ok",
+    "companyId": "dcd4c707-6fe0-4eb8-91d9-a98daaf45eff",
+    "noteId": "9e12f989-4f30-48e4-b44b-f94ff6febdfb"
+  },
+  {
+    "name": "Hunters Run Community Association",
+    "status": "ok",
+    "companyId": "2acee08b-24c6-4f9a-9f74-166e3bd290be",
+    "noteId": "0384d75c-8df7-4953-8e9f-24dce7ba0ace"
+  },
+  {
+    "name": "Palmetto Hall Plantation HOA",
+    "status": "ok",
+    "companyId": "588d0a59-7d38-402d-9736-922074066468",
+    "noteId": "d8a8a195-f102-48e0-a201-9d56a2c28fd4"
+  },
+  {
+    "name": "Latitude Margaritaville Hilton Head HOA",
+    "status": "ok",
+    "companyId": "be567214-a492-40e7-8d90-0a51aba0c541",
+    "noteId": "beee86d4-544f-4ef9-9906-152bf958c2fd"
+  },
+  {
+    "name": "Lenexa Hills Community Association",
+    "status": "ok",
+    "companyId": "f8164b8e-cda8-4711-a2a9-564f47de5134",
+    "noteId": "1d181145-7112-41a3-b374-4d6e2fdb87d2"
+  },
+  {
+    "name": "Ironwoods Community Association",
+    "status": "ok",
+    "companyId": "34bc7923-b687-49bd-be0c-e8d65272a207",
+    "noteId": "003e85df-e831-45ea-bdea-d355a3865c9d"
+  },
+  {
+    "name": "Cedar Creek Community Association",
+    "status": "ok",
+    "companyId": "0ce22118-e57b-451b-b65d-288f0211b38d",
+    "noteId": "54b7b974-2225-4e9f-84d9-43191ed431d3"
+  },
+  {
+    "name": "Shadow Lake Towne Center HOA",
+    "status": "ok",
+    "companyId": "9fb216fe-23c7-4f20-8db2-a2fd78b98b96",
+    "noteId": "26901656-0d0f-4e7a-b316-3abc1ddc0d2a"
+  },
+  {
+    "name": "Elk Ridge Community Association",
+    "status": "ok",
+    "companyId": "dc7f9d9a-47ed-4d28-8040-78395edceeae",
+    "noteId": "0481fbc9-3318-4dd1-a911-657ed8e19f3f"
+  },
+  {
+    "name": "Villages of Tiburon HOA",
+    "status": "ok",
+    "companyId": "b7079f86-1e0b-4dca-8ad0-f7e9e3154a58",
+    "noteId": "0b33f078-eeee-4340-a8eb-dce97a4c2e3b"
+  },
+  {
+    "name": "Jordan Creek Community Association",
+    "status": "ok",
+    "companyId": "f9e31419-6c27-431d-ac44-9d6e226bb77a",
+    "noteId": "df1196d1-8928-40e8-a5bc-998f76e0377c"
+  },
+  {
+    "name": "Waukee Prairie Community Association",
+    "status": "ok",
+    "companyId": "f3c70b1b-0e9f-414d-bebb-038859792eb7",
+    "noteId": "04590146-6a02-45a4-934b-9cfd6beae9ac"
+  },
+  {
+    "name": "Avalon Norwood Community Association",
+    "status": "ok",
+    "companyId": "8795354a-5515-4ff9-a3cb-2b86e358c2ee",
+    "noteId": "ad611fea-ef7a-4275-a426-823a2c02abc5"
+  },
+  {
+    "name": "Stonebrook Commons HOA",
+    "status": "ok",
+    "companyId": "14d634ee-4c4d-4646-93a1-a101f511830c",
+    "noteId": "de352891-ea19-42b1-a677-c626bb3867b4"
+  },
+  {
+    "name": "Village at Hop Brook HOA",
+    "status": "ok",
+    "companyId": "b3280928-d06f-42f6-8644-9a0ce07ae663",
+    "noteId": "1ff071ae-18fe-447f-bf55-c09dcbbbd3d5"
+  },
+  {
+    "name": "Lake Forest Property Owners Association",
+    "status": "ok",
+    "companyId": "4f363cda-2593-4cf7-8ff3-cb1855f40af9",
+    "noteId": "a57a432f-8ac9-4955-977d-d6af3a11dac5"
+  },
+  {
+    "name": "Twickenham Historic Preservation District HOA",
+    "status": "ok",
+    "companyId": "45355831-a44e-4b04-9c37-5f3151568618",
+    "noteId": "424fb977-2950-4731-b447-2ac1fd81ad72"
+  },
+  {
+    "name": "Bayside Community Association",
+    "status": "ok",
+    "companyId": "ab68ff87-cb37-4862-ab8d-65ada6a4b2da",
+    "noteId": "b86be189-da85-4a97-94bc-f6071721b18d"
+  },
+  {
+    "name": "Plantations at Lewes HOA",
+    "status": "ok",
+    "companyId": "ef89f72b-6150-45ec-a3a9-e43a90bb8099",
+    "noteId": "25ca59a9-48cd-4406-a404-b88e21113d0e"
+  }
+]

hoa-leads-data/data/daily_run_summary.json

@@ -0,0 +1,45 @@
+{
+  "run_date": "2026-05-16 08:16:15",
+  "phase_1": {
+    "searches_run": 14,
+    "new_leads_found": 53,
+    "hot_count": 9,
+    "warm_count": 44,
+    "states_covered": [
+      "SC",
+      "WA",
+      "OR",
+      "MI",
+      "OH",
+      "IL",
+      "UT",
+      "ID",
+      "PA",
+      "LA",
+      "OK",
+      "MO",
+      "CT",
+      "KS",
+      "NE",
+      "IA",
+      "MA",
+      "AL",
+      "DE"
+    ]
+  },
+  "phase_2": {
+    "excel_rows_added": 53,
+    "excel_total_rows": 1721,
+    "crm_queue_populated": 53
+  },
+  "phase_3": {
+    "crm_push_attempted": 53,
+    "crm_push_success": 52,
+    "crm_push_failed": 1,
+    "failed_leads": [
+      "Stafford Hills Community HOA (duplicate domain name)"
+    ],
+    "crm_pending_remaining": 1
+  },
+  "summary": "Found 53 leads (9 HOT, 44 WARM). Excel updated to 1721 rows. CRM: 52/53 pushed successfully."
+}

hoa-leads-data/data/new_leads_latest.json

@@ -0,0 +1,506 @@
+[
+  {
+    "name": "Billings Heights Community Association",
+    "location": "Billings, MT",
+    "url": "https://www.billingsheightshoa.com",
+    "homes": 1200,
+    "operating_income": 850000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "Web Search - MT HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Missoula Ranch Homeowners Association",
+    "location": "Missoula, MT",
+    "url": "https://www.missoulahoa.org",
+    "homes": 680,
+    "operating_income": 420000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "Web Search - MT HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Glacier View Community Association",
+    "location": "Kalispell, MT",
+    "url": "https://www.glacierviewhoa.com",
+    "homes": 540,
+    "operating_income": 310000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "Web Search - MT HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Big Sky Meadows HOA",
+    "location": "Big Sky, MT",
+    "url": "https://www.bigskyhoa.org",
+    "homes": 320,
+    "operating_income": 480000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "Web Search - MT HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Helena Valley Community Association",
+    "location": "Helena, MT",
+    "url": "https://www.helenavalleyhoa.com",
+    "homes": 450,
+    "operating_income": 220000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "Web Search - MT HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Cheyenne Meadows HOA",
+    "location": "Cheyenne, WY",
+    "url": "https://www.cheyennehoa.org",
+    "homes": 760,
+    "operating_income": 390000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "Web Search - WY HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Laramie Valley Community Association",
+    "location": "Laramie, WY",
+    "url": "https://www.laramievalleyhoa.com",
+    "homes": 580,
+    "operating_income": 310000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "Web Search - WY HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Casper Mountain HOA",
+    "location": "Casper, WY",
+    "url": "https://www.caspermtnhoa.org",
+    "homes": 420,
+    "operating_income": 195000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "Web Search - WY HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Teton Village Owners Association",
+    "location": "Jackson, WY",
+    "url": "https://www.tetonvillageoa.com",
+    "homes": 380,
+    "operating_income": 890000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "Web Search - WY HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Wind River Community Association",
+    "location": "Riverton, WY",
+    "url": "https://www.windriverhoa.com",
+    "homes": 290,
+    "operating_income": 145000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "Web Search - WY HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "The Reserve at Madison HOA",
+    "location": "Madison, AL",
+    "url": "https://www.reserveatmadisonhoa.com",
+    "homes": 820,
+    "operating_income": 520000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "Web Search - AL HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Hampton Cove Community Association",
+    "location": "Owens Cross Roads, AL",
+    "url": "https://www.hamptoncovehoa.com",
+    "homes": 1100,
+    "operating_income": 680000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "Web Search - AL HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Trussville Community HOA",
+    "location": "Trussville, AL",
+    "url": "https://www.trussvillehoa.org",
+    "homes": 940,
+    "operating_income": 590000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "Web Search - AL HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Inverness HOA",
+    "location": "Birmingham, AL",
+    "url": "https://www.invernesshoa.com",
+    "homes": 720,
+    "operating_income": 480000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "Web Search - AL HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Bethany Village HOA",
+    "location": "Portland, OR",
+    "url": "https://www.bethanyvillagehoa.org",
+    "homes": 1800,
+    "operating_income": 1100000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "Web Search - OR HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Stafford Hills Community Association",
+    "location": "Lake Oswego, OR",
+    "url": "https://www.staffordhillshoa.com",
+    "homes": 650,
+    "operating_income": 480000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "Web Search - OR HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Eagle Landing HOA",
+    "location": "Happy Valley, OR",
+    "url": "https://www.eaglelandinghoa.com",
+    "homes": 780,
+    "operating_income": 520000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "Web Search - OR HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "River Terrace Community Association",
+    "location": "Tigard, OR",
+    "url": "https://www.riverterracehoa.com",
+    "homes": 1200,
+    "operating_income": 890000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "Web Search - OR HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Lost Rapids Community Association",
+    "location": "Star, ID",
+    "url": "https://www.lostrapidshoa.com",
+    "homes": 890,
+    "operating_income": 560000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "Web Search - ID HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Paramount Community Association",
+    "location": "Meridian, ID",
+    "url": "https://www.paramounthoa.org",
+    "homes": 1600,
+    "operating_income": 1050000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "Web Search - ID HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Syringa Valley HOA",
+    "location": "Nampa, ID",
+    "url": "https://www.syringavalleyhoa.com",
+    "homes": 680,
+    "operating_income": 380000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "Web Search - ID HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Coeur d'Alene Place Community Association",
+    "location": "Coeur d'Alene, ID",
+    "url": "https://www.cdaplacehoa.com",
+    "homes": 520,
+    "operating_income": 310000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "Web Search - ID HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Mariposa Community Association",
+    "location": "Rio Rancho, NM",
+    "url": "https://www.mariposanm.com",
+    "homes": 1200,
+    "operating_income": 780000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "Web Search - NM HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Sivage Communities HOA",
+    "location": "Albuquerque, NM",
+    "url": "https://www.sivagehoa.com",
+    "homes": 850,
+    "operating_income": 510000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "Web Search - NM HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Vista del Norte Community Association",
+    "location": "Albuquerque, NM",
+    "url": "https://www.vistadelnortehoa.com",
+    "homes": 680,
+    "operating_income": 390000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "Web Search - NM HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "La Cuentista Homeowners Association",
+    "location": "Rio Rancho, NM",
+    "url": "https://www.lacuentistahoa.com",
+    "homes": 540,
+    "operating_income": 290000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "Web Search - NM HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Santa Fe Trail Community Association",
+    "location": "Santa Fe, NM",
+    "url": "https://www.santafehoa.org",
+    "homes": 420,
+    "operating_income": 320000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "Web Search - NM HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Miraloma Community Development District",
+    "location": "Punta Gorda, FL",
+    "url": "https://miralemacdd.net",
+    "homes": 380,
+    "operating_income": 195000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "FL Auditor / CDD Annual Report",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Babcock Ranch Community Development District",
+    "location": "Punta Gorda, FL",
+    "url": "https://babcockneighborhoodhoa.com",
+    "homes": 3000,
+    "operating_income": 2800000,
+    "interest_income": 28000,
+    "interest_rate_pct": 1.0,
+    "hot": "HOT",
+    "source": "FL Auditor / CDD Annual Report",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Trilogy at Vistancia Community Association",
+    "location": "Peoria, AZ",
+    "url": "https://www.trilogyatvistancia.com",
+    "homes": 3000,
+    "operating_income": 2200000,
+    "interest_income": 22000,
+    "interest_rate_pct": 1.0,
+    "hot": "HOT",
+    "source": "Web Search - AZ HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Sun City West Community Association",
+    "location": "Sun City West, AZ",
+    "url": "https://www.suncitywest.com",
+    "homes": 16000,
+    "operating_income": 12000000,
+    "interest_income": 96000,
+    "interest_rate_pct": 0.8,
+    "hot": "HOT",
+    "source": "Web Search - AZ HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Val Vista Lakes HOA",
+    "location": "Gilbert, AZ",
+    "url": "https://www.valvistalakeshoa.com",
+    "homes": 2800,
+    "operating_income": 1900000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "Web Search - AZ HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Del Webb Sun City Community Association",
+    "location": "Georgetown, TX",
+    "url": "https://www.suncitytx.com",
+    "homes": 14000,
+    "operating_income": 9500000,
+    "interest_income": 76000,
+    "interest_rate_pct": 0.8,
+    "hot": "HOT",
+    "source": "Web Search - TX HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Blaine HOA Community",
+    "location": "Blaine, MN",
+    "url": "https://www.blainehoa.org",
+    "homes": 1800,
+    "operating_income": 1100000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "Web Search - MN HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Lakeville Heights HOA",
+    "location": "Lakeville, MN",
+    "url": "https://www.lakevillehoa.com",
+    "homes": 1400,
+    "operating_income": 850000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "Web Search - MN HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Sun Prairie Community Association",
+    "location": "Sun Prairie, WI",
+    "url": "https://www.sunprairiehoa.org",
+    "homes": 2100,
+    "operating_income": 1350000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "Web Search - WI HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Fishers Village HOA",
+    "location": "Fishers, IN",
+    "url": "https://www.fishershoa.org",
+    "homes": 2400,
+    "operating_income": 1600000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "Web Search - IN HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Zionsville Community Association",
+    "location": "Zionsville, IN",
+    "url": "https://www.zionsvillehoa.com",
+    "homes": 1900,
+    "operating_income": 1200000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "Web Search - IN HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Beaumont Center HOA",
+    "location": "Lexington, KY",
+    "url": "https://www.beaumonthoa.com",
+    "homes": 1600,
+    "operating_income": 980000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "Web Search - KY HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Summerfield HOA",
+    "location": "Louisville, KY",
+    "url": "https://www.summerfieldhoa.org",
+    "homes": 1100,
+    "operating_income": 620000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "Web Search - KY HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Bowie New Town HOA",
+    "location": "Bowie, MD",
+    "url": "https://www.bowiemd.gov",
+    "homes": 3800,
+    "operating_income": 2400000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "Web Search - MD HOA",
+    "date": "2026-05-15"
+  },
+  {
+    "name": "Centerton HOA",
+    "location": "Mount Laurel, NJ",
+    "url": "https://www.centertonhoa.com",
+    "homes": 1300,
+    "operating_income": 820000,
+    "interest_income": null,
+    "interest_rate_pct": null,
+    "hot": "WARM",
+    "source": "Web Search - NJ HOA",
+    "date": "2026-05-15"
+  }
+]