Security Notice

This document has been auto-published from the internal knowledge base. All passwords, API keys, tokens, and IP addresses have been redacted for security.

WSI Operations Specialist

Salesforce CRM

Connection

• API: Power Automate connector → Azure API Hub → Salesforce
• Objects: Account, Task, Event, User, Opportunity, Contact, Lead

Sales Pipeline Stages (Sales_Stage__c)

1. Prospect → 2. Conversing with PIC → 3. Opportunity → 4. Active → 5. Won → 6. Freezer (dormant)

Sales Team (9 users)

Name	OwnerId	Territory	Profile	Status
Manuel Chavez	005Kd000004ZvCKIA0	Admin	Admin 00eKd000001X48MIAS	Active
Cristhian Trinidad	005Kd000004a5hhIAA	MX accounts	Admin 00eKd000001X48MIAS	Active
Janice Kim	005Kd000004a9wjIAA	LAX/SoCal (largest book)	Sales 00eKd000001APnrIAG	Active
Thomas Kim	005Kd000004a9weIAA	LAX area	Sales alt 00eVp000001sqDxIAI	Active
George Damwijk	005Kd000004ao2MIAQ	AZ market	Sales	Active
Jimmy Yim	005Kd000004ao2RIAQ	SoCal	Sales	Active
Michael Mendoza	005Kd000004aZgzIAE	AZ, national	Sales	Active
Jeff Chang	005Kd000004asgOIAQ	Unknown	Sales	Inactive (last login Jul 2025)
Insights Integration	005Kd000004a7N2IAI	—	Integration	System

Account Object — Key Fields

Standard: Id, Name, Type (Customer/Prospect/Consignee/Co-loader), Industry, Phone, Website, OwnerId, BillingAddress, ShippingAddress Sales: Sales_Stage__c, Account_Status__c (New/Qualified), Elapsed__c (activity bucket), T_Y_Volume__c (Hot/Warm/Medium), Lead_Date__c, Assign_Date__cServices (Booleans): Ocean_Import_FCL__c, Ocean_Import_LCL__c, Ocean_Export_FCL__c, Air_Import__c, Air_Export__c, Over_the_Road_FTL__c, Customs_Brokerage__c, Warehouse__c, Hazmat_DG__cCargo: Container__c (20/40/40HQ/NOR), Commodity__c, Company__cDataMyne: Company_Name__c, Competitor_VOCC__c, Country_of_Origin__c, Port_of_Origin__c, Port_of_Destination__c, HS_Code_List__c, Total_Volume_Current_Year__c, Total_Volume_Last_Year__cIntegration: CWCode__c — CargoWise customer code (links SF Account ↔ CW OrgHeader)

Top Accounts by Volume (TEU, Last Year)

Tireco (18,267), Koyorad (908), Liberty Paper (825), VM International (480), Twenty Four 7 (112→430 CY), Master Toy (177), ACM Tech (30→141 CY)

Task Object (Email/Call Activities)

• Subject, Description (full email body with To/CC/BCC), Status, Priority, TaskSubtype (Email/Call/Task), OwnerId, AccountId, WhoId
• Sample: 10 tasks from George Damwijk (Feb-Mar 2025), all email
• Rate trend: China→AZ: $5,800 (Jan) → $4,600 (Feb 24-25)
• Key leads: Barron Lighting (2 tasks), UP Auto (multi-country), Today's Patio

Event Object

• Subject, Description, Type, Location, ActivityDate, DurationInMinutes, OwnerId, AccountId
• Sample: 10 events (Oct 2024-Mar 2025), George Damwijk (7) + Manuel (3)

User Object

• Identity, Profile/Permissions, Contact/Locale, Login/Security, Photo, Email/Feed prefs
• Key flags: ForecastEnabled (Manuel+Cristhian only), MarketingUser (same), UserDebugModePref (George only)

Data Quality Issues

• Placeholder phone numbers, missing addresses, Phiysical_Address_fx__c typo, possible duplicates, sample accounts mixed in

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CargoWise Integration

eAdaptor

• Endpoint: https://jecprdservices.wisegrid.net/eAdaptor (JEC/PRD/LAX)
• Credential: "EadaptorProdCredentials" (HTTP Basic Auth)
• MS SQL: Credential [CREDENTIAL_ID]

Arrival Notice Upload Workflow (hJdFaSEsRZc1VtuF, ACTIVE)

• 15 nodes: Webhook → Extract → Cognito Auth → S3 Upload → AI Parser → Poll Results → CW SQL Match → eAdaptor Upload → Callback
• AI Parser: udm.api.junctionnet.cloud (Cognito auth, org: WSI)
• CW Match: Consol→Shipment→Declaration priority, SCAC-prefix stripping
• Doc codes: CustomsDeclaration→ARN, has CAN→RAN, no CAN→CAN

AN Audit (7 workflows, INACTIVE)

• Orchestrator AsL9OZSRkD7calhd + 6 sub-workflows (Field Validation, CW Comparison, ETA & Routing, Container Audit, Regulatory Logic, Financial Audit)
• CW Tables: JobConsol, JobShipment, JobDeclaration, JobConsolTransport, JobConsolContainer, AccTransactionHeader, JobMilestone, OrgHeader

AP Invoice Processor (YYUjYczdRH8kIfAG, INACTIVE)

• 24 nodes: Webhook → PDF Extract → AI Extract (Claude Haiku, 15 fields) → 8 parallel CW checks → Exception Evaluator → Response
• 6 exception checks: Duplicate, Already Paid, Amount Tolerance (>25%=block, 10-25%=warn), Currency Mismatch, Tax IVA, Date validation

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WSI Follow-up Email Ingestor (bpSRrvueoqy1E32M, ACTIVE)

Architecture

• Webhook: POST /wsi-tasks | API Key: [API_KEY]
• Email path: Power Automate (flagged Outlook emails) → n8n → Claude Haiku classify → Store task
• CRUD path: action=list|get|update|delete|stats|bulk_update|get_recap
• Recap path: action=recap → Recap Builder → AI Recap → staticData.lastRecap
• Storage: $getWorkflowStaticData('global') (max 500 tasks, newest first)
• AI: Claude Haiku 4.5 classifies: priority (HIGH/MEDIUM/LOW), category (MISSING_DOCS/PAYMENT/TRACKING/CUSTOMS/GENERAL), sentiment, summary, action_required
• Statuses: PENDING → IN_PROGRESS → DONE

Power Automate Email Recap

• Flow: Recap JSON cada 20 minutos — every 20 min → Get emails → Filter unread/important/flagged → POST /wsi-tasks action=recap
• AI Recap: Claude Haiku generates Spanish briefing → stored as staticData.lastRecap
• Dashboard: MC section 5 + WSI MC section 7 poll action: get_recap every 2 min

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Salesforce Data Hub (aXxt5OPrwtVoGZsQ, ACTIVE)

• Webhook: POST /sf-data | API Key: [API_KEY]
• Actions: push (PA sends raw SF objects), get (cached data), stats (computed metrics)
• Data source: Power Automate pushes SF objects (Opportunities, Accounts, Contacts, Leads, Tasks, Events, Users)
• Stats: total_pipeline, weighted_pipeline, win_rate_pct, avg_deal_size, open_leads, overdue_tasks, total_accounts, total_contacts, stage_breakdown, lead_sources, pipeline_by_owner
• Dashboard: MC section 8 polls stats + get every 2 min

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Shipment Notice Emailer (dH1nNvwPxR3eyGU8, ACTIVE)

• Webhook: POST /shipment-notice | Carriers: ONE + MSC
• MSC merge bug FIXED (2026-02-22): Added Merge node before Normalize

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WSI MC — Standalone Dashboard

• Live: wsi.handymanny.cloud (basic auth: same as MC)
• Source: ~/wsi-mc/ | Deploy: bash ~/wsi-mc/deploy.sh
• Stack: Python generator → static HTML → nginx:alpine → Traefik HTTPS
• Theme: Light/white, WSI blue #0457A1, red #E53B30, bg #F2F7FA
• 7 sections: Overview → Email Briefing (full-width, 3-col) → Follow-up Tasks → Team + Assignments → n8n Workflows + CargoWise
• Data: ~/mission-control/projects.json (wsi section) + n8n /wsi-tasks API + localStorage CRUD
• localStorage keys: wsi-mc-team / wsi-mc-tasks
• JS bug fix (2026-02-23): Python ''' ate \' → "Unexpected string". Fixed with \x27.

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Sales MC — WSI Salesman Dashboard

• Live: sales.handymanny.cloud (basic auth: admin / WestSide)
• Source: ~/projects/sales-mc/ | Deploy: cd ~/projects/sales-mc && bash deploy.sh
• Stack: React (Vite) + Express 5 + better-sqlite3 + nginx (Docker multi-stage)
• Features: Weighted scorecard (A+ to F), 7 salespeople, 12 months data, KPI bar, alerts, Import Intel, drill-down
• Real Team: Janice Kim (#1 A+), Thomas Kim (#2), George Damwijk, Jimmy Yim, Michael Mendoza, Cristhian Trinidad | Jeff Chang (inactive)
• Import Intel: 10 records — Tireco, Koyorad, Liberty Paper, Barron Lighting, GT Industries, VM Int'l, UP Auto, Today's Patio, Twenty Four 7, Grupo Logistico
• n8n: Salesforce Data Hub (aXxt5OPrwtVoGZsQ, ACTIVE, /webhook/sf-data) | Sales Digest Generator (BssAxFxxEWk2T67T, ACTIVE, cron 5AM CST)
• API: /api/kpis, /api/scorecard, /api/salespeople/:id, /api/alerts, /api/sync/salesforce, /api/upload/import-intel, /api/entity-review, /api/digest (POST), /api/digest/latest (GET)
• AI Digest: Daily newspaper generated by Claude Haiku 4.5 — fetches 10 internal APIs + RSS → AI generates lead, columns, Trade Wire (with logos/links), Champion, Curious Fact, Finance Brief, ticker, briefs → stored in digests SQLite table. API key: digest_wsi_9f3a2b7c8e1d4056. Cost: ~$0.01/day.
• Re-seed: ssh ... "docker volume rm sales-mc_sales-data" then redeploy

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WSI Management Report — Power BI Rebuild (2026-02-23)

• Source: ~/projects/wsi-management-report/ | Git: commit 599c1a9
• Stack: Static HTML + CSS + JS (Chart.js 4.4 + Leaflet 1.9 + DM Sans) | 209KB single file
• 30 pages: Customs(7), Volume(7), Financial(7), Rankings(2), Dashboards(5), Other(1)
• 58 charts, 5 Leaflet maps, 31 sortable tables, 80 KPI cards, 27 filter bars
• TODO: Deploy to VPS, connect to live CargoWise data, add deploy.sh

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CHAROS Trucking (n8n Workflows)

Batch Tracker (fCVbPtxhdMcroH4P, ACTIVE)

• Webhook: POST /charos-batch-track
• Input: { shipments: [{ unit, containers[], tracking_url, eta }] }
• Output: { totals: {trucks, on_time, attention}, shipments: [{status, location, speed, driver}] }
• Status categories: on_time, stopped, delayed, expired, not_found

Email Report (ry7zDIJTBXzV1dez, ACTIVE)

• Webhook: POST /charos-email-report
• Input: { to, cc, from, subject, data: {batch tracker output} }
• Preview mode: If to empty, returns HTML without sending
• Gmail credential: [CREDENTIAL_ID]