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Manage QBI syncs, Salesforce mappings, payment banners and gap reviews
Trigger Full Pipeline: Trigger the full sync pipeline (backfill → mapping → banner → reconcile → gap detection).
Trigger Banner Sync: Manually trigger banner sync.
Trigger All Backfills: Manually trigger all 4 backfill entity types sequentially.
1 field
Trigger Mapping Sync: Manually trigger mapping sync.
Trigger Reconciliation: Manually trigger reconciliation.
Trigger Gap Detection: Manually trigger gap detection.
Get Suggestions: Get suggested SF account matches for a QBO customer.
Admin Sync Status: JSON endpoint polled by dashboard for real-time sync card updates.
Admin Gap Summary: JSON endpoint for gap summary — polled by dashboard after gap detection.
Admin Learning Data: JSON API: all learning insights for programmatic access.
Admin Logs Raw: Parsed log entries as JSON array (for programmatic access).
2 fields
Admin Assign Mapping: Form handler: manually assign a QBO customer to an SF account.
3 fields
Admin Mark Paid: Set grace_period_cleared = 1 for an attorney's qb_record — hides the payment banner.
Admin Unmark Paid: Clear grace_period_cleared back to 0 — re-shows the payment banner.
Admin Resolve Gap: Resolve a single gap: dismissed, false_alarm, or fixed.
Admin Resolve All Gaps: Batch-resolve all open gaps of a specific type.
Admin Banner Audit Status: Current job state, for the page to poll. Cheap and read-only.
Admin Banner Audit Json: JSON API for banner audit — for programmatic/scheduled checks.
Admin Adjust Confidence: Trigger L1 confidence adjustment: apply learned feedback to mapping confidence scores.
Admin Acknowledge Review: Accept a finding as reviewed-and-correct.
4 fields
Admin Revoke Review: Withdraw a verdict, bringing the finding back to the live list.
