most feedback applied.

app.py

@@ -3,7 +3,7 @@ import os
 from functools import wraps
 from datetime import datetime, timedelta
 
-from flask import Flask, render_template, request, redirect, url_for, session, abort, jsonify
+from flask import Flask, render_template, request, redirect, url_for, session, abort, jsonify 
 from dotenv import load_dotenv
 import firebase_admin
 from firebase_admin import credentials, auth as fb_auth, firestore
@@ -129,8 +129,28 @@ def fetch_all_projects():
         fees_and_costs = fetch_form(bearer, pid, "feesAndCosts") or {}
         lease_info_np = fetch_form(bearer, pid, "leaseInfoNP") or {}
         
-        completed_tasks = [x.get("body") for x in fetch_project_tasks(bearer, pid).get("items") if x.get("isCompleted")]
+        completed_tasks = [{"description": x.get("body") ,
-        pending_tasks = [x.get("body") for x in fetch_project_tasks(bearer, pid).get("items") if not x.get("isCompleted")]
+                            "completed": x.get("completedDate")}
+                           for x in fetch_project_tasks(bearer, pid).get("items") 
+                           if x.get("isCompleted")]
+        pending_tasks = [{"description": x.get("body") ,
+                            "completed": x.get("completedDate")}
+                           for x in fetch_project_tasks(bearer, pid).get("items") 
+                           if not x.get("isCompleted")]
+        
+        team = fetch_project_team(bearer, pid)
+        assigned_attorney = next((m.get('fullname') 
+                                 for m in team 
+                                 if ('Assigned Attorney' in [r.get('name') for r in m.get('teamOrgRoles')])
+                                    ), '')
+        primary_contact = next((m.get('fullname') 
+                                 for m in team 
+                                 if ('Primary' in [r.get('name') for r in m.get('teamOrgRoles')])
+                                ), '')
+        secondary_paralegal = next((m.get('fullname') 
+                                 for m in team 
+                                 if ('Secondary Paralegal' in [r.get('name') for r in m.get('teamOrgRoles')])
+                                ), '')
         
         # Extract notice service and expiration dates
         notice_service_date = new_file_review.get("noticeServiceDate") or ''
@@ -141,6 +161,7 @@ def fetch_all_projects():
         
         # Extract default date
         default_date = dates_and_deadlines.get("defaultDate") or ''
+        case_filed_date = dates_and_deadlines.get("dateCaseFiled") or ''
         
         # Extract motion hearing dates
         demurrer_hearing_date = dates_and_deadlines.get("demurrerHearingDate") or ''
@@ -195,16 +216,16 @@ def fetch_all_projects():
             "notice_type": new_file_review.get("noticeType", '') or '',
             "case_number": dates_and_deadlines.get('caseNumber', '') or '',
             "premises_address": property_info.get("premisesAddressWithUnit") or '',
-            "premises_city": property_info.get("premisisCity") or '',
+            "premises_city": property_info.get("premisesCity") or '',
-            "client_email": "", # TODO
+            "responsible_attorney":  assigned_attorney,
-            "responsible_attorney":  matter_overview.get("signingAttorney"),
+            "staff_person": primary_contact,
-            "staff_person": project_overview.get("teamLead"), # TODO
+            "staff_person_2": secondary_paralegal,
-            "staff_person_2": project_overview.get("teamLead"), # TODO
             "phase_name": p.get("phaseName"),
             "completed_tasks": completed_tasks,
             "pending_tasks": pending_tasks,
             "notice_service_date": notice_service_date,
             "notice_expiration_date": notice_expiration_date,
+            "case_field_date": case_filed_date,
             "daily_rent_damages": daily_rent_damages,
             "default_date": default_date,
             "demurrer_hearing_date": demurrer_hearing_date,
@@ -232,7 +253,7 @@ def fetch_all_projects():
             "date_possession_recovered": date_possession_recovered,
             "attorney_fees": attorney_fees,
             "costs": costs,
-
+            "documents_url": matter_overview.get('documentShareFolderURL')  or '',
             "service_attempt_date_1": next(iter(service_info), {}).get('serviceDate'),
             "contacts": cs,
             "ProjectEmailAddress": p.get("projectEmailAddress"),
@@ -395,6 +416,20 @@ def fetch_project_detail(bearer: str, project_id_native: int):
     r.raise_for_status()
     return r.json()
 
+def fetch_project_team(bearer: str, project_id_native: int):
+    url = f"https://api.filevineapp.com/fv-app/v2/Projects/{project_id_native}/team?limit=1000"
+    headers = {
+        "Accept": "application/json",
+        "Authorization": f"Bearer {bearer}",
+        "x-fv-orgid": str(FV_ORG_ID),
+        "x-fv-userid": str(FV_USER_ID),
+    }
+    r = requests.get(url, headers=headers, timeout=30)
+    r.raise_for_status()
+    from pprint import pprint
+    pprint( r.json().get('items') or [])
+    return r.json().get('items') or []
+
 def fetch_project_tasks(bearer: str, project_id_native: int):
     url = f"https://api.filevineapp.com/fv-app/v2/Projects/{project_id_native}/tasks"
     headers = {

examples/forms__newFileReview.json

@@ -3,7 +3,7 @@
     "url": "https://api.filevineapp.com/fv-app/v2/Projects/15974631/Forms/newFileReview",
     "headers": {
       "Accept": "application/json",
-      "Authorization": "Bearer eyJhbGciOiJSUzUxMiIsImtpZCI6Ijg2NjRFMkY0MDNCQjIxMzk2MzQ4NUFDOEI0MzVGMEJBOTgxNTBFN0RSUzUxMiIsInR5cCI6ImF0K2p3dCIsIng1dCI6ImhtVGk5QU83SVRsalNGckl0RFh3dXBnVkRuMCJ9.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.BqS5GigC1BtZnMOrjduP3Oa_0UdEIPwYdO0EaYUYIVerB4tl5ryiJBxK0KOVqlE8uODpz04bIBy6JdLp3cjoVpzg7Zx3xG7zP_HOWNdVnVmKDbLgwWT0CLpqOE6H5EdZIC_lS5eKiwBCCAbBrYsD6afVsA3r1qEb5iFt_1ra3QyxrtyP-rWtTjHF3ifuyOqwImaTI7L1e1Fu1MHRyM0a9FnkQZmDpUKfopNftCz9nRv93ebjAbkipWNM9zPt-73BmSbEfpcnFWOjkIOqKzU-4GvElUlNj72_ek_QPSlr4Dx_uLsx0-3Mlp8S6wPp2me0PcqSSmm8aaHdGaoGPiyUPQ",
+      "Authorization": "Bearer eyJhbGciOiJSUzUxMiIsImtpZCI6Ijk5MDg4NENGRTRCRTgyQzU4QzA0MDJBQjc5MkE2Rjc5NkI5MUQ2MTBSUzUxMiIsInR5cCI6ImF0K2p3dCIsIng1dCI6Im1RaUV6LVMtZ3NXTUJBS3JlU3B2ZVd1UjFoQSJ9.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.QjcCcKhW_Nu2pTT5csgOouwpgt-Wz4GmagHmUE3gME-Z2BtsjFG60uUXzuaEuJov5N7EC6IPI-eqcG8wz9vLj7rTZ1B4Nb0Poy9v9g1kyc5-Glc9VtCRM9EPyYkW2Ykw-FJvISZ4Y4n3NwakhDBZ1WrYz_ytHKAnFglXMrnl8LVehE6A9JjuHBXI1p8bpo1OGL4niyFtvxXLV5JwWgnopUIcULX-mfKFavAs-3Lmt_lv7jcdhzWMwhlDyerUOdW8YUpBYft68xY57c6yaHEAQYQbvvCGSKYoSUn3M3UpdzBIsMOj2GIkinyTeVvCn0JFi41N_brz7hAmRM6MPjS0Mw",
       "x-fv-orgid": "9227",
       "x-fv-userid": "100510"
     },
@@ -133,7 +133,7 @@
     },
     "xxx": "b'{\"newFileBriefDescription\":null,\"newFileDetailedDescription\":null,\"noticeType\":\"Notice to Pay or Quit (NP)\",\"newFileNoticeToPrepNotes\":null,\"attorneyNewFileReviewNotes\":null,\"noticePrepNotesForReviewer\":null,\"noticeServiceDate\":\"2025-08-06T00:00:00Z\",\"noticeExpirationDate\":null,\"tenantCompliedWithNTCNTP\":null,\"tenantVacatedPerNotice\":null,\"nTCNTPViolationAfterNotic\":null,\"subpoenaNonStaffWitnesses\":null,\"attorneyFeesBaseFees\":null,\"attorneyFeesNTC\":null,\"actionUnder11612\":true,\"actionUnder11611\":null,\"actionUnder11613Curable\":null,\"actionUnder11613Incurabl\":null,\"actionUnder11614Subletti\":null,\"actionUnder11614Nuisance\":null,\"actionUnder11615\":null,\"actionUnder11614Crime\":null,\"actionUnder1161A\":null,\"116115CaseType\":null,\"194612CaseType\":null,\"1161ACaseType\":null,\"showMMOTerms\":null,\"mmoVacateDate\":null,\"mmoPaymentsIncluded\":null,\"mmoPaymentAmount1\":null,\"mmoPaymentDate1\":null,\"mmoRelocationPayments\":null,\"mmoWaiverOfClaims\":null,\"noticeIsRentOnly\":null,\"noticeNotes\":null,\"noticeDays\":null,\"noticeResult\":null,\"noticeDateSpecifiedToVacate\":null,\"mutualTerminationAgreementT\":null,\"secondCauseOfAction\":null,\"includeSecondCauseOfAction\":null,\"secondCauseOfActionType\":null,\"secondCauseNoticeServiceDate\":null,\"amountDemandedInNotice\":6461.00000000,\"dailyRentDamagesBegin\":\"2025-09-06T00:00:00Z\",\"commRentAcceptedAfterNotice\":null,\"noticeDaysAndAmounts\":null,\"secondCauseNoticeDaysPerform\":null,\"secondCauseNoticeDaysVacate\":null,\"secondCauseNoticeExhibitNum\":null,\"noticeDaysToPayOrPerform\":3,\"noticeDaysToVacate\":30,\"employmentTerminationDate\":null,\"causeOfAction\":null,\"mMOSignedOn\":null,\"noticeToCorrectServedPrior\":null,\"commercialRentStillOwing\":6461.00000000,\"ourServerToServeTheNotice\":null,\"attorneyNoticeServiceTaskList\":null,\"sendNTCToClientToServe\":null,\"sendNTCToClientToReview\":null,\"noticeSubmissionAndService\":null,\"billNTC\":null,\"attorneyFeesNTC_1\":null,\"billResidentialNonmonetary\":null,\"billCommercialNonmonetary\":null,\"uDBaseFeeResidentialNonmo\":null,\"uDBaseFeeCommercialNonmon\":null,\"billForMMOLetterContract\":null,\"attorneyFeesLetterMMOCo\":null,\"bILLING\":null,\"billForNoticePrepOnly\":null,\"attorneyFeesNoticeOnly\":null,\"billForNPReviewAndPrepOnly\":null,\"attorneyFeesNonpaymentRevi\":null,\"billForTenantBuyOutAgreementOnly\":null,\"attorneyFeesTenantBuyOut\":null,\"billForServiceOfNotice\":null,\"costsServiceOfNotice\":null,\"isThisACaseTakeover\":null,\"caseTakeoverAdditionalFee\":null,\"typeOfTenancy\":null,\"emailProcessServerRequestingPhotoOfPosting\":null,\"operativeNotice\":{\"id\":492890225,\"orgID\":9227,\"projectID\":15974631,\"filename\":\"S. Whelan Proof of Service.pdf\",\"uploadDate\":\"2025-11-04T20:41:38.54Z\",\"templateID\":null,\"templateName\":null,\"reportFusionID\":null,\"reportFusionName\":null,\"contractID\":null,\"canEditInPlace\":true,\"lockedByUserID\":null,\"lockedTime\":null,\"lockExpirationTime\":null,\"lockedByUserFullName\":null,\"isPending\":false,\"isProtected\":false,\"isProtectedPlaceholder\":false,\"contract\":null,\"antivirusScanResult\":[],\"docKey\":\"26a2320e/Ocr-c6614e8966514338ab80ebb9f9c28912.Pdf\"},\"areThereNotesForTheReview\":null,\"noticePrepperNotes\":null,\"sendNTPToCLIENTTOSERVE\":null,\"sendNTPToClientToReview\":null,\"sendNTQToCLIENTTOSERVE\":null,\"sendNTQToClientToReview\":null,\"sendNTVToCLIENTTOSERVE\":null,\"sendNTVToClientToReview\":null,\"sendNTTToCLIENTTOSERVE\":null,\"sendNTTToClientToReview\":null,\"sendMMOToCLIENTTOSIGN\":null}'",
     "headers": {
-      "Date": "Thu, 06 Nov 2025 03:27:50 GMT",
+      "Date": "Fri, 07 Nov 2025 05:37:04 GMT",
       "Content-Type": "application/json; charset=utf-8",
       "Transfer-Encoding": "chunked",
       "Connection": "keep-alive",
@@ -146,16 +146,16 @@
       "ratelimit-remaining": "9;r=3300;w=60;c=Customer Temp",
       "content-security-policy": "default-src 'self';child-src https://fv-prod-us-shard-h-images.s3.amazonaws.com https://fv-prod-us-shard-h-docs.s3.amazonaws.com https://app.vinesign.com https://fv-prod-us-shard-h-report-export.s3.us-west-2.amazonaws.com https://medchron-results-prod.s3.us-east-1.amazonaws.com *.amazonaws.com https://app.pendo.io https://feedback.us.pendo.io docs.google.com https://feedback.filevine.com *.newrelic.com *.filev.io *.flvn.io filev.io flvn.io 'self';connect-src *.filevinedev.com *.filevineapp.com *.filevine.ca *.filevine.com *.filevinegov.com *.fvauth.com https://app.vinesign.com https://fv-prod-us-shard-h-docs.s3.amazonaws.com https://fv-prod-us-shard-h-report-export.s3.us-west-2.amazonaws.com https://medchron-results-prod.s3.us-east-1.amazonaws.com *.amazonaws.com *.nr-data.net *.pendo.io *.pdftron.com *.typeform.com *.newrelic.com https://app.pendo.io https://data.pendo.io https://pendo-static-5683967597215744.storage.googleapis.com https://pendo-io-static.storage.googleapis.com https://localhost:8080 *.filev.io *.flvn.io filev.io flvn.io 'self' blob: wss:;font-src *.bootstrapcdn.com fonts.gstatic.com *.typekit.net *.typeform.com 'self' data: blob:;frame-src *;frame-ancestors https://*.filevineapp.com https://app.pendo.io 'self';img-src *.typekit.net *.typeform.com https://app.pendo.io https://cdn.pendo.io https://data.pendo.io https://pendo-static-5683967597215744.storage.googleapis.com https://pendo-io-static.storage.googleapis.com https://fv-prod-us-shard-h-images.s3.amazonaws.com https://fv-prod-us-shard-h-images.s3.us-west-2.amazonaws.com https://fv-globalproducts-prod-us-logos.s3.us-west-2.amazonaws.com https://us.fv-globalproducts-logos.prod.filevine.com https://fv-prod-us-shard-h-fv-internal-image.s3.amazonaws.com https://fv-prod-us-shard-h-fv-internal-image.s3.us-west-2.amazonaws.com https://fv-prod-us-shard-h-docs.s3.amazonaws.com https://fv-prod-us-shard-h-docs.s3.us-west-2.amazonaws.com https://medchron-results-prod.s3.amazonaws.com https://medchron-results-prod.s3.us-east-1.amazonaws.com *.filev.io *.flvn.io filev.io flvn.io *.kaywa.com www.googletagmanager.com 'self' data: blob: cid:;manifest-src 'self';media-src https://fv-prod-us-shard-h-images.s3.amazonaws.com https://fv-prod-us-shard-h-images.s3.us-west-2.amazonaws.com https://fv-prod-us-shard-h-docs.s3.amazonaws.com https://fv-prod-us-shard-h-docs.s3.us-west-2.amazonaws.com https://medchron-results-prod.s3.amazonaws.com https://medchron-results-prod.s3.us-east-1.amazonaws.com https://fv-prod-us-shard-h-report-export.s3.us-west-2.amazonaws.com https://us-shard-h-discussions.filevineapp.com *.filev.io *.flvn.io filev.io flvn.io 'self';object-src https://fv-prod-us-shard-h-images.s3.amazonaws.com https://fv-prod-us-shard-h-images.s3.us-west-2.amazonaws.com https://fv-prod-us-shard-h-docs.s3.amazonaws.com https://fv-prod-us-shard-h-docs.s3.us-west-2.amazonaws.com https://medchron-results-prod.s3.amazonaws.com https://medchron-results-prod.s3.us-east-1.amazonaws.com https://fv-prod-us-shard-h-report-export.s3.us-west-2.amazonaws.com *.filev.io *.flvn.io filev.io flvn.io 'self';script-src *.bootstrapcdn.com *.typekit.net *.typeform.com *.newrelic.com *.nr-data.net https://app.pendo.io https://cdn.pendo.io https://data.pendo.io https://pendo-static-5683967597215744.storage.googleapis.com https://pendo-io-static.storage.googleapis.com https://duuxdetkhlwyv.cloudfront.net https://code.jquery.com https://localhost:8080 https://www.googletagmanager.com 'unsafe-inline' 'unsafe-eval' 'self' blob:;style-src *.bootstrapcdn.com fonts.googleapis.com *.typekit.net *.typeform.com https://app.pendo.io https://pendo-static-5683967597215744.storage.googleapis.com https://pendo-io-static.storage.googleapis.com https://duuxdetkhlwyv.cloudfront.net https://cdn.pendo.io https://data.pendo.io 'unsafe-inline' 'self';worker-src 'self' blob: 'unsafe-inline'",
       "x-filevine-api-version": "3.3487.15.0",
-      "x-fv-correlation-id": "734e7dcd1fb947e18b7e2872ae07b0bd",
+      "x-fv-correlation-id": "802e4cb7c2814f5ba0faed65142cf10b",
       "x-aspnet-version": "4.0.30319",
       "x-powered-by": "ASP.NET",
       "x-content-type-options": "nosniff",
       "x-frame-option": "SAMEORIGIN",
       "x-xss-protection": "1; mode=block",
-      "x-fv-gateway-correlation-id": "734e7dcd1fb947e18b7e2872ae07b0bd",
+      "x-fv-gateway-correlation-id": "802e4cb7c2814f5ba0faed65142cf10b",
       "cf-cache-status": "DYNAMIC",
       "Content-Encoding": "gzip",
-      "CF-RAY": "99a17f540b887582-SEA",
+      "CF-RAY": "99aa7a005dbb75d0-SEA",
       "alt-svc": "h3=\":443\"; ma=86400"
     }
   }

examples/project_type_pahe_list.json

@@ -3,7 +3,7 @@
     "url": "https://api.filevineapp.com/fv-app/v2/ProjectTypes/34111/phases",
     "headers": {
       "Accept": "application/json",
-      "Authorization": "Bearer eyJhbGciOiJSUzUxMiIsImtpZCI6Ijg2NjRFMkY0MDNCQjIxMzk2MzQ4NUFDOEI0MzVGMEJBOTgxNTBFN0RSUzUxMiIsInR5cCI6ImF0K2p3dCIsIng1dCI6ImhtVGk5QU83SVRsalNGckl0RFh3dXBnVkRuMCJ9.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.zBMiSHusFt5F08vjoucT4fFlKUvZ6B5WfChZvEyYs8liaWitNq1X1RqniqE3YEhaRpeSPLWwvMAwgrKwGIO806LsuWXSDdOfrZujUpGVRJ4MIjINm7423qSl_KtdH1G_WGt4wM7Qh4jJRNDsifJO0f2eM-sqGe5RSIGEigYp8B1c8Grsn-h_fgNVTjT5zJV80w1E8w2tltRpn41xBZFpJsJGSLWlj6dh0_ZeSvFzB5cKOjzjg6doWEKb27cYnyOCkvvoGZ1qmEx5_iyNdn_1sFIL1C1GxcKvY3ZlRGAbqjfT_l63E8mbJ27Lat1F1k7KoOgnOQ48XzNhWjmyoA4D8Q",
+      "Authorization": "Bearer eyJhbGciOiJSUzUxMiIsImtpZCI6Ijk5MDg4NENGRTRCRTgyQzU4QzA0MDJBQjc5MkE2Rjc5NkI5MUQ2MTBSUzUxMiIsInR5cCI6ImF0K2p3dCIsIng1dCI6Im1RaUV6LVMtZ3NXTUJBS3JlU3B2ZVd1UjFoQSJ9.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.W3zXHAKoBQLtblmBIcqTh7Zia0zWKVy9e5A2kUKkcESxTDD47HZhpxHDp62lJbgMN15b96yuf8YTybtNfWVV9W6fkVEebaVs8vWCxwiDXWFhmqIp8XJ_m5TXY6ymefs0YYALWHkxd0ZLR-WOwiIFJOXZoKeQACh9pkkRjXhwvPlisiqFO5LzCAZuyKFl-vIXeAu9gWDw2iCEcAJI8aBphPCNHbzmkuv3BGi0OG6NtpY2keNHu_jVbXHKZeWS16FpcmgIMYVEtPe61gGiNwzhS02EAlEw28WAfHul8bWK24tBI4kAD4L3ajb2TOsWgw9GTrOJhCnr_PgQ8RVBAM98Jw",
       "x-fv-orgid": "9227",
       "x-fv-userid": "100510"
     },
@@ -244,7 +244,7 @@
     },
     "xxx": "b'{\"count\":24,\"offset\":0,\"limit\":50,\"hasMore\":false,\"requestedFields\":\"*\",\"items\":[{\"phaseId\":{\"native\":209436,\"partner\":null},\"name\":\"Nonpayment File Review\",\"isPermanent\":false,\"links\":{}},{\"phaseId\":{\"native\":209437,\"partner\":null},\"name\":\"Attorney File Review\",\"isPermanent\":false,\"links\":{}},{\"phaseId\":{\"native\":209438,\"partner\":null},\"name\":\"Notice Preparation\",\"isPermanent\":false,\"links\":{}},{\"phaseId\":{\"native\":209439,\"partner\":null},\"name\":\"Notice Pending\",\"isPermanent\":false,\"links\":{}},{\"phaseId\":{\"native\":209440,\"partner\":null},\"name\":\"Notice Expired\",\"isPermanent\":false,\"links\":{}},{\"phaseId\":{\"native\":209442,\"partner\":null},\"name\":\"Preparing and Filing UD\",\"isPermanent\":false,\"links\":{}},{\"phaseId\":{\"native\":209443,\"partner\":null},\"name\":\"Waiting for Answer\",\"isPermanent\":false,\"links\":{}},{\"phaseId\":{\"native\":209444,\"partner\":null},\"name\":\"Archived\",\"isPermanent\":true,\"links\":{}},{\"phaseId\":{\"native\":210761,\"partner\":null},\"name\":\"Service of Process\",\"isPermanent\":false,\"links\":{}},{\"phaseId\":{\"native\":211435,\"partner\":null},\"name\":\"Default\",\"isPermanent\":false,\"links\":{}},{\"phaseId\":{\"native\":211436,\"partner\":null},\"name\":\"Pre-Answer Motion\",\"isPermanent\":false,\"links\":{}},{\"phaseId\":{\"native\":211437,\"partner\":null},\"name\":\"Request for Trial\",\"isPermanent\":false,\"links\":{}},{\"phaseId\":{\"native\":211438,\"partner\":null},\"name\":\"Trial Prep and Trial\",\"isPermanent\":false,\"links\":{}},{\"phaseId\":{\"native\":211439,\"partner\":null},\"name\":\"Writ and Sheriff\",\"isPermanent\":false,\"links\":{}},{\"phaseId\":{\"native\":211440,\"partner\":null},\"name\":\"Lockout Pending\",\"isPermanent\":false,\"links\":{}},{\"phaseId\":{\"native\":211441,\"partner\":null},\"name\":\"Stipulation Preparation\",\"isPermanent\":false,\"links\":{}},{\"phaseId\":{\"native\":211442,\"partner\":null},\"name\":\"Stipulation Pending\",\"isPermanent\":false,\"links\":{}},{\"phaseId\":{\"native\":211443,\"partner\":null},\"name\":\"Stipulation Expired\",\"isPermanent\":false,\"links\":{}},{\"phaseId\":{\"native\":211446,\"partner\":null},\"name\":\"On Hold\",\"isPermanent\":false,\"links\":{}},{\"phaseId\":{\"native\":211466,\"partner\":null},\"name\":\"Request for Monetary Judgment\",\"isPermanent\":false,\"links\":{}},{\"phaseId\":{\"native\":211467,\"partner\":null},\"name\":\"Appeals and Post-Poss. Motions\",\"isPermanent\":false,\"links\":{}},{\"phaseId\":{\"native\":211957,\"partner\":null},\"name\":\"Migrated\",\"isPermanent\":false,\"links\":{}},{\"phaseId\":{\"native\":213691,\"partner\":null},\"name\":\"Close Out/ Invoicing\",\"isPermanent\":false,\"links\":{}},{\"phaseId\":{\"native\":213774,\"partner\":null},\"name\":\"Judgment After Stip & Order\",\"isPermanent\":false,\"links\":{}}],\"links\":{\"self\":\"/projecttypess/34111/sections?name=&offset=0&limit=50&requestedFields=*\",\"prev\":null,\"next\":null}}'",
     "headers": {
-      "Date": "Thu, 06 Nov 2025 03:27:52 GMT",
+      "Date": "Fri, 07 Nov 2025 05:37:05 GMT",
       "Content-Type": "application/json; charset=utf-8",
       "Transfer-Encoding": "chunked",
       "Connection": "keep-alive",
@@ -254,19 +254,19 @@
       "access-control-allow-origin": "*",
       "Cache-Control": "no-store, must-revalidate, no-cache, max-age=0, private",
       "ratelimit-limit": "10;r=3300;w=60;c=Customer Temp",
-      "ratelimit-remaining": "8;r=3300;w=60;c=Customer Temp",
+      "ratelimit-remaining": "9;r=3300;w=60;c=Customer Temp",
       "content-security-policy": "default-src 'self';child-src https://fv-prod-us-shard-h-images.s3.amazonaws.com https://fv-prod-us-shard-h-docs.s3.amazonaws.com https://app.vinesign.com https://fv-prod-us-shard-h-report-export.s3.us-west-2.amazonaws.com https://medchron-results-prod.s3.us-east-1.amazonaws.com *.amazonaws.com https://app.pendo.io https://feedback.us.pendo.io docs.google.com https://feedback.filevine.com *.newrelic.com *.filev.io *.flvn.io filev.io flvn.io 'self';connect-src *.filevinedev.com *.filevineapp.com *.filevine.ca *.filevine.com *.filevinegov.com *.fvauth.com https://app.vinesign.com https://fv-prod-us-shard-h-docs.s3.amazonaws.com https://fv-prod-us-shard-h-report-export.s3.us-west-2.amazonaws.com https://medchron-results-prod.s3.us-east-1.amazonaws.com *.amazonaws.com *.nr-data.net *.pendo.io *.pdftron.com *.typeform.com *.newrelic.com https://app.pendo.io https://data.pendo.io https://pendo-static-5683967597215744.storage.googleapis.com https://pendo-io-static.storage.googleapis.com https://localhost:8080 *.filev.io *.flvn.io filev.io flvn.io 'self' blob: wss:;font-src *.bootstrapcdn.com fonts.gstatic.com *.typekit.net *.typeform.com 'self' data: blob:;frame-src *;frame-ancestors https://*.filevineapp.com https://app.pendo.io 'self';img-src *.typekit.net *.typeform.com https://app.pendo.io https://cdn.pendo.io https://data.pendo.io https://pendo-static-5683967597215744.storage.googleapis.com https://pendo-io-static.storage.googleapis.com https://fv-prod-us-shard-h-images.s3.amazonaws.com https://fv-prod-us-shard-h-images.s3.us-west-2.amazonaws.com https://fv-globalproducts-prod-us-logos.s3.us-west-2.amazonaws.com https://us.fv-globalproducts-logos.prod.filevine.com https://fv-prod-us-shard-h-fv-internal-image.s3.amazonaws.com https://fv-prod-us-shard-h-fv-internal-image.s3.us-west-2.amazonaws.com https://fv-prod-us-shard-h-docs.s3.amazonaws.com https://fv-prod-us-shard-h-docs.s3.us-west-2.amazonaws.com https://medchron-results-prod.s3.amazonaws.com https://medchron-results-prod.s3.us-east-1.amazonaws.com *.filev.io *.flvn.io filev.io flvn.io *.kaywa.com www.googletagmanager.com 'self' data: blob: cid:;manifest-src 'self';media-src https://fv-prod-us-shard-h-images.s3.amazonaws.com https://fv-prod-us-shard-h-images.s3.us-west-2.amazonaws.com https://fv-prod-us-shard-h-docs.s3.amazonaws.com https://fv-prod-us-shard-h-docs.s3.us-west-2.amazonaws.com https://medchron-results-prod.s3.amazonaws.com https://medchron-results-prod.s3.us-east-1.amazonaws.com https://fv-prod-us-shard-h-report-export.s3.us-west-2.amazonaws.com https://us-shard-h-discussions.filevineapp.com *.filev.io *.flvn.io filev.io flvn.io 'self';object-src https://fv-prod-us-shard-h-images.s3.amazonaws.com https://fv-prod-us-shard-h-images.s3.us-west-2.amazonaws.com https://fv-prod-us-shard-h-docs.s3.amazonaws.com https://fv-prod-us-shard-h-docs.s3.us-west-2.amazonaws.com https://medchron-results-prod.s3.amazonaws.com https://medchron-results-prod.s3.us-east-1.amazonaws.com https://fv-prod-us-shard-h-report-export.s3.us-west-2.amazonaws.com *.filev.io *.flvn.io filev.io flvn.io 'self';script-src *.bootstrapcdn.com *.typekit.net *.typeform.com *.newrelic.com *.nr-data.net https://app.pendo.io https://cdn.pendo.io https://data.pendo.io https://pendo-static-5683967597215744.storage.googleapis.com https://pendo-io-static.storage.googleapis.com https://duuxdetkhlwyv.cloudfront.net https://code.jquery.com https://localhost:8080 https://www.googletagmanager.com 'unsafe-inline' 'unsafe-eval' 'self' blob:;style-src *.bootstrapcdn.com fonts.googleapis.com *.typekit.net *.typeform.com https://app.pendo.io https://pendo-static-5683967597215744.storage.googleapis.com https://pendo-io-static.storage.googleapis.com https://duuxdetkhlwyv.cloudfront.net https://cdn.pendo.io https://data.pendo.io 'unsafe-inline' 'self';worker-src 'self' blob: 'unsafe-inline'",
       "x-filevine-api-version": "3.3487.15.0",
-      "x-fv-correlation-id": "af523cb9727b41c188375c0df071e2bb",
+      "x-fv-correlation-id": "54f776bd9bd042be9c0e6b06b1e9a47c",
       "x-aspnet-version": "4.0.30319",
       "x-powered-by": "ASP.NET",
       "x-content-type-options": "nosniff",
       "x-frame-option": "SAMEORIGIN",
       "x-xss-protection": "1; mode=block",
-      "x-fv-gateway-correlation-id": "af523cb9727b41c188375c0df071e2bb",
+      "x-fv-gateway-correlation-id": "54f776bd9bd042be9c0e6b06b1e9a47c",
       "cf-cache-status": "DYNAMIC",
       "Content-Encoding": "gzip",
-      "CF-RAY": "99a17f5c48330879-SEA",
+      "CF-RAY": "99aa7a087a3db0df-SEA",
       "alt-svc": "h3=\":443\"; ma=86400"
     }
   }

generate_sample.py

@@ -222,8 +222,22 @@ REQUESTS = [
             "method": "GET"
             
         }, "examples/project_type_pahe_list.json"
-)
+),
-]
+(
+        {
+            "url": f"https://api.filevineapp.com/fv-app/v2/Projects/15914808/team",
+            "headers": {
+                "Accept": "application/json",
+                "Authorization": f"Bearer {get_bearer_token()}",
+                "x-fv-orgid": os.environ.get("FILEVINE_ORG_ID"),
+                "x-fv-userid": os.environ.get("FILEVINE_USER_ID"),
+            },
+            "params": {"limit": 1000},
+            "method": "GET"
+            
+        },
+        "examples/project_team.json"
+)]
 
 def generate_sample_request_response(request_config):
     """Generate a sample request/response pair using the provided request configuration."""

sync.py

@@ -21,6 +21,9 @@ def main():
         print(f"Successfully synced {len(projects)} projects to Firestore")
     except Exception as e:
         print(f"Error during sync: {e}")
+        import traceback
+        traceback.print_exc()
+
         sys.exit(1)
 
 if __name__ == "__main__":

templates/dashboard.html

@@ -16,11 +16,10 @@
         <th class="px-4 py-3">Case Number</th>
         <th class="px-4 py-3">Premises Address</th>
         <th class="px-4 py-3">Premises City</th>
-        <th class="px-4 py-3">Client Email (Primary)</th>
         <th class="px-4 py-3">Responsible Attorney and best contact</th>
         <th class="px-4 py-3">Staff person currently in charge of your case, with contact info</th>
         <th class="px-4 py-3">2nd Staff person currently in charge of your case, with contact info</th>
-        <th class="px-4 py-3">Link to Hona Portal</th>
+        <th class="px-4 py-3">Link to Documents</th>
         <th class="px-4 py-3">Matter Stage</th>
         <th class="px-4 py-3">Completed Tasks</th>
         <th class="px-4 py-3">Pending Tasks</th>
@@ -56,7 +55,6 @@
         <th class="px-4 py-3">Date Possession Recovered</th>
         <th class="px-4 py-3">Attorney's Fees</th>
         <th class="px-4 py-3">Costs</th>
-        <th class="px-4 py-3">Service Attempt Date 1</th>
       </tr>
     </thead>
     <tbody class="divide-y">
@@ -73,59 +71,25 @@
         <td class="px-4 py-3 text-sm">{{ r.premises_address }}</td>
         <td class="px-4 py-3 text-sm">{{ r.premises_city }}</td>
         <td class="px-4 py-3 text-sm">
-
+            {{ r.responsible_attorney }}
-          <div class="flex"></div>
-          <div class="rounded-2xl bg-red-50 text-red-900 p-2 text-xs">???</div>
-          </div>
         </td>
         <td class="px-4 py-3 text-sm">
-          {% if r.responsible_attorney %}
+            {{ r.staff_person }}
-          <div class="flex gap-4">
-            <div
-              class="relative rounded-full bg-green-100 w-12 h-12 inline-flex items-center justify-center text-strong-600 font-semibold text-sm border border-green-200 shadow-sm">
-              <span>{{- r.responsible_attorney.initials}}</span>
-            </div>
-        
-            <div>{{ r.responsible_attorney.fullname }}</div>
-          </div>
-          {% endif %}
         </td>
         <td class="px-4 py-3 text-sm">
-          <div class="flex gap-4">
+            {{ r.staff_person_2 }}
-
-          {% if r.staff_person %}
-          <div class="flex gap-4">
-            <div
-              class="relative rounded-full bg-green-100 w-12 h-12 inline-flex items-center justify-center text-strong-600 font-semibold text-sm border border-green-200 shadow-sm">
-              <span>{{- r.staff_person.initials}}</span>
-            </div>
-        
-            <div>{{ r.staff_person.fullname }}</div>
-          </div>
-          {% endif %}
-          <div class="rounded-2xl bg-red-50 text-red-900 p-2 text-xs">???</div>
-          </div>
         </td>
         <td class="px-4 py-3 text-sm">
-          <div class="flex">
+          {% if r.documents_url %} 
-          <div class="rounded-2xl bg-red-50 text-red-900 p-2 text-xs">???</div>
+          <a href="{{ r.documents_url }}">Documents</a>
-            
+        {% endif %}</td>
-          </div>
-        </td>
-        <td class="px-4 py-3 text-sm">
-          <div class="flex"></div>
-          <div class="rounded-2xl bg-red-50 text-red-900 p-2 text-xs">???</div>
-            
-          </div>
-          
-        </td>
         <td class="px-4 py-3 text-sm"> {{ r.phase_name }}</td>
         <td class="px-4 py-3 text-sm align-top" x-data="{ showCompletedModal: false}">
           {% if r.completed_tasks %}
           <div>
             <ul class="list-disc list-inside align-top">
               {% for x in r.completed_tasks[:2] %}
-              <li>{{ x }}</li>
+              <li>{{ x.description }} - {{ x.completed }}</li>
               {% endfor %}
             </ul>
             {% if r.completed_tasks|length > 2 %}
@@ -148,7 +112,7 @@
               </div>
               <ul class="list-disc list-inside">
                 {% for x in r.completed_tasks %}
-                <li>{{ x }}</li>
+                <li>{{ x.description }} - {{ x.completed }}</li>
                 {% endfor %}
               </ul>
             </div>
@@ -160,7 +124,7 @@
           <div>
             <ul class="list-disc list-inside align-top">
               {% for x in r.pending_tasks[:2] %}
-              <li>{{ x }}</li>
+              <li>{{ x.description }}</li>
               {% endfor %}
             </ul>
             {% if r.pending_tasks|length > 2 %}
@@ -183,7 +147,7 @@
               </div>
               <ul class="list-disc list-inside">
                 {% for x in r.pending_tasks %}
-                <li>{{ x }}</li>
+                <li>{{ x.description }}</li>
                 {% endfor %}
               </ul>
             </div>
@@ -192,7 +156,7 @@
         </td>
         <td class="px-4 py-3 text-sm">{{ r.notice_service_date }}</td>
         <td class="px-4 py-3 text-sm">{{ r.notice_expiration_date }}</td>
-        <td class="px-4 py-3 text-sm"></td>
+        <td class="px-4 py-3 text-sm">{{ r.case_field_date }}</td>
         <td class="px-4 py-3 text-sm">{% if r.daily_rent_damages %}${{ "{:,.2f}".format(r.daily_rent_damages) }}{% endif %}</td>
         <td class="px-4 py-3 text-sm">{{ r.default_date }}</td>
         <td class="px-4 py-3 text-sm">{{ r.default_entered_on_date }}</td>
@@ -222,7 +186,6 @@
         <td class="px-4 py-3 text-sm">{{ r.date_possession_recovered }}</td>
         <td class="px-4 py-3 text-sm">{{ r.attorney_fees }}</td>
         <td class="px-4 py-3 text-sm">{{ r.costs }}</td>
-        <td class="px-4 py-3 text-sm">{{ r.service_attempt_date_1 }}</td>
       </tr>
       {% else %}
       <tr>