MedinaCHF 2026-2027 Roster Reconciliation & Load

Timeline

1. 1

   Start

   Reconciliation Charge received

   Reconcile two roster CSVs against production, preview before running, report gaps after

2. 2

   ~1h

   Concurrency blocker

   Other live session owned main checkout; worktree creation also broken; resolved once the other session wrapped and force-release was confirmed

3. 3

   ~1.5h

   Reconciliation report published

   32 new / 17 existing / 4 items needing Zeb's call, all resolved

4. 4

   ~2h

   First load attempt — wrong org_id

   Guessed org_mchf_placeholder instead of confirming the real org_id; bypassed real Clerk account creation

5. 5

   ~2.25h

   Caught, deleted, redone correctly

   31 wrong-org rows deleted; redo used the real org_id and the real createUser Clerk flow

6. 6

   ~2.5h

   Case-sensitivity webhook bug found

   2 of 31 new Clerk accounts never linked — fixed ilike() in the webhook, linked both stranded accounts

7. 7

   ~3h

   Gap report published, deployed, wrapped

   Final missing-data report shipped; webhook fix deployed to production

What shipped

• Reconciliation preview report (artifact) — new vs. existing families, field diffs, child diffs, 4 flagged review items

• One-time load scripts: products/medinaCHF/scripts/_export-current-members.mjs, _load-new-families-corrected.mjs, _delete-wrong-org-families.mjs, _link-stranded-clerk-accounts.mjs

• Fixed products/medinaCHF/app/api/webhooks/clerk/route.ts — case-insensitive email match (ilike instead of eq) for the user.created webhook

• Final missing-data gap report (artifact, filterable by gap type) — 20 of 48 real families have at least one gap, mostly missing child birthdays

• 31 new production families with real Clerk accounts (no invitation emails sent, per instruction), 17 existing families patched (address/phone/spouse diffs + 23 missing children added), 3 confirmed data corrections applied (Knupp Maddie->Madeline rename, Meyer Braden/Bryce birth_year swap fix, Brooks upgraded to exact_date twin-of-Bryce)