Reconciliation

Every night at 02:30 CT the middleware compares Stripe, the ledger, and HubSpot for every policy, and checks the hierarchy for cycles, orphans, missing parents, and locked IDs edited in HubSpot. Each disagreement is listed with the three values side by side. Resync writes the agreed value; nothing is changed without a click.

Open exceptions

Last run

Oct 23, 2:30 AM

complete · 2 found · 2 new

Compared

2 policies

Stripe ✓ · HubSpot ✓

Hierarchy

3 / 2

no change since last snapshot

open resynced resolved ignored all

No items with this status.

Run history

Started	Status	Trigger	Found	New	Detail
Oct 23, 2:30 AM	complete	nightly	2	2	stripe_missing 2
Oct 22, 2:30 AM	complete	nightly	17	0	id_changed 1, stripe_missing 15, hubspot_policy_status 1
Oct 21, 2:30 AM	complete	nightly	17	0	id_changed 1, stripe_missing 15, hubspot_policy_status 1
Oct 20, 2:30 AM	complete	nightly	17	0	id_changed 1, stripe_missing 15, hubspot_policy_status 1
Oct 19, 2:30 AM	complete	nightly	17	0	id_changed 1, stripe_missing 15, hubspot_policy_status 1
Oct 18, 2:30 AM	complete	nightly	17	0	id_changed 1, stripe_missing 15, hubspot_policy_status 1
Oct 17, 2:30 AM	complete	nightly	17	0	id_changed 1, stripe_missing 15, hubspot_policy_status 1
Oct 16, 2:30 AM	complete	nightly	17	15	id_changed 1, stripe_missing 15, hubspot_policy_status 1
Oct 15, 12:01 PM	complete	api	2	2	id_changed 1, hubspot_policy_status 1

Hierarchy snapshots 1 kept

A dated copy of every organization and representative with its parent, taken each run, so a dispute about who reported to whom on a given date has an answer.

Taken	Organizations	Representatives
Oct 23, 2:30 AM	3	2	View CSV

Which system wins	IDs, parents, policy status, and lifetime: the ledger (Postgres) is the system of record and HubSpot is rewritten. Stripe is the truth for billing state, so a Stripe disagreement moves the ledger and HubSpot follows. Representative and organization status is set in HubSpot, so a status drift is applied to the ledger.
No automatic answer	Cycles, orphan representatives, missing parents, and records that disappeared from HubSpot or Stripe need a person. Fix the record, then mark the item resolved; the next run reopens it if it still disagrees.
Schedule	`30 2 * * *` America/Chicago (RECONCILE_CRON)