Master ETL Automation

Centralized automation hub for running all Python ETL scripts that feed into Power BI reports.

Overview

This directory orchestrates all Python data processing scripts from various workspaces and manages their output to the PowerBI_Data repository (_DropExports, Backfill).

Latest Update (2026-04-07): v1.22.0 — /find-stale-sources skill. New /find-stale-sources slash command + scripts/check_source_freshness.py helper. Checks all 10 ETL pipeline sources against a target report month using content-first evidence (date column max > tab-name > file timestamp). Read-only. See CHANGELOG.md [1.22.0]. Previous (2026-03-30): v1.21.1 — Skill hardening + Personnel v1.6.0. All 6 Claude Skills hardened to T9=1. See CHANGELOG.md [1.21.1]. Latest Update (2026-03-28): v1.20.1 — Post-swarm manual resolution. STOP flags resolved (Task Scheduler clean, VS Code workspace renamed, PBI path needs manual fix). apply_peo_rule() ported to Summons ETL. Policy_Training_Monthly remote created. Badge 0388 documented pending RAC. See CHANGELOG.md [1.20.1]. Latest Update (2026-03-26): v1.19.8 — Outreach M & DAX audit. m_code/community/___Combined_Outreach_All.m synced with TMDL (descending sort step added in Desktop). All 6 Outreach DAX measures (Outreach Sessions/Hours/Attendees + YTD variants) confirmed using ___DimMonth bridge — no pReportMonth in DAX. ___REMU partition M verified identical between repo and TMDL. Flagged measure SubtitlePrevMonth (orphan) and Rolling12Flag (TODAY() usage) for future cleanup. See CHANGELOG.md [1.19.8]. Latest Update (2026-03-25): v1.19.7 — Documentation sync. README, SUMMARY, Claude.md, docs/PROJECT_STRUCTURE.md, docs/QUICK_START.md, SSOCC rework doc (docs/SSOCC_Service_Log_Excel_And_Power_BI_Rework_2026_03.md), Community duration/attendees prompt (docs/cursor_prompt_fix_duration_and_attendees.md), docs/ETL_SKILL_MEMORY.md, handoffs. m_code/ssocc/: FactServiceLog.m + DimServiceGroup.m (Option B; legacy ___SSOCC_Data.m until PBIX migration). See CHANGELOG.md [1.19.7]. Latest Update (2026-03-25): v1.19.6 — Community Outreach M query dual CSV/XLSX. m_code/community/___Combined_Outreach_All.m: discovers newest .csv or .xlsx ETL output by Date modified (fixes stale-CSV issue when Python writes XLSX). Excel serial date handling added. TMDL snapshot updated. docs/POWER_BI_YTD_MEASURES_AND_PAGE_INSTRUCTIONS.md: Community_Outreach YTD DAX measures (Outreach Events/Hours/Attendees YTD) added using ___DimMonth pattern. See CHANGELOG.md [1.19.6]. Latest Update (2026-03-25): v1.19.5 — Python ETL orchestrator. etl_orchestrator.py (repo root): CLI for --list, --dry-run, --run, --parse-logs, --validate, --scorecard; paths via scripts/path_config.py; read-only config/scripts.json. Evidence log: docs/ETL_SKILL_MEMORY.md. On Windows, use set PYTHONIOENCODING=utf-8 before python etl_orchestrator.py … if the console errors on Unicode. Does not replace scripts/run_all_etl.ps1. See CHANGELOG.md [1.19.5]. Latest Update (2026-03-24): v1.19.4 — Code/doc sync. config/scripts.json: Overtime TimeOff script path → 06_Workspace_Management\scripts. overtime_timeoff_with_backfill.py: optional --end-month YYYY-MM + v10 --asof alignment. summons_etl_normalize.py: _load_statute_lookups restored (fixes Summons ETL NameError). run_summons_etl.py: ASCII arrow for cp1252 consoles. See CHANGELOG.md [1.19.4]. Latest Update (2026-03-24): v1.19.3 — Documentation sync. Post-MCP checklists (docs/POST_SESSION_ACTION_ITEMS.md), Tasks A–F visual deliverable (docs/TASKS_A_THROUGH_F_DELIVERABLE.md), handoff links, summons visual fix doc aligned to run_summons_etl.py. See CHANGELOG.md [1.19.3]. Latest Update (2026-03-23): v1.19.2 — Summons + training pipeline. Summons: run_summons_etl.py runs apply_fine_amount_and_violation_category after backfill merge; FINE_AMOUNT from Penalty or municipal-violations-bureau-schedule.json on STATUTE; extended summons_slim_for_powerbi.csv. Training: ___In_Person_Training.m loads Policy_Training_Monthly.xlsx (full log; YTD in DAX); ___Cost_of_Training.m keeps 13-month rolling and calendar YTD periods through pReportMonth. See CHANGELOG.md [1.19.2]. Latest Update (2026-03-23): v1.18.18 — Power BI DAX documentation. YTD and title measures must not use bare pReportMonth in DAX; use ___DimMonth or a loaded parameter column. See docs/POWER_BI_YTD_MEASURES_AND_PAGE_INSTRUCTIONS.md and CHANGELOG.md. Latest Update (2026-03-23): v1.18.17 — Processed_Exports docs & layout tooling. canonicalize_processed_exports_layout.py merges legacy folders on disk (traffic_mva→traffic, detectives_pt* / detectives_case_dispositions→detectives, stacp_pt*→stacp) and normalizes PascalCase dirs (Benchmark, Drone, NIBRS, Other, Patrol, Summons, Traffic) to lowercase. process_powerbi_exports.py: --scan-processed-exports-inbox (CSV inbox at Processed_Exports root); with --report-month, normalization passes --13m-window-ends so partial next-month rows (e.g. 03-26) are excluded from enforced 13-month output. See CHANGELOG.md. Latest Update (2026-03-22): v1.18.16 — Processed_Exports routing & validation. visual_export_mapping.json targets consolidated folders (monthly_accrual_and_usage, detectives, stacp, traffic for MVA); processed_exports_routing.py archives prior CSVs under Processed_Exports/<category>/archive/YYYY_MM/ before overwrite; validate_response_time_exports.py and enhanced validate_13_month_window.py (--report-month, --accept-warn, partial tail month). See CHANGELOG.md. Latest Update (2026-03-22): v1.18.15 — PowerBI_Data paths. Repo config.json + get_powerbi_data_dir(); scripts.json and Python helpers use PowerBI_Data (not PowerBI_Date). path_config.get_onedrive_root() prefers C:\Users\carucci_r\OneDrive - City of Hackensack when present (laptop: junction). See CHANGELOG.md. Latest Update (2026-03-13): v1.18.6 — Report month window fixes. Summons (4 queries), Detectives, and Policy Training (Cost + In-Person) M code updated so all visuals include the report month (not previous month). In-Person Training now loads from source workbook directly. See CHANGELOG.md. Latest Update (2026-03-21): v1.19.1 — Summons ETL Phase 2 (design). Target schema for Summons_YTD revenue KPIs documented; v1.19.2 implements enrichment in this repo via municipal fee schedule JSON + Penalty (see CHANGELOG.md [1.19.2]).

v1.18.4 (2026-03-11): Summons backfill as source of truth. For all months in the consolidated backfill file (02-25 through 11-25), e-ticket rows are removed and backfill values used exclusively. Department-Wide Summons visual now matches backfill file exactly. See CHANGELOG.md.

v1.18.0 (2026-03-10): Summons Pipeline Overhaul. Full ETL rewrite: TYPE classification fixed (raw Case Type Code M/P/C instead of broken statute lookup), multi-year file discovery (2025+2026), BOM/quote-wrapped CSV handling, summons_slim_for_powerbi.csv as primary Power BI source. M code: 13-month trend window aligned to pReportMonth - 1, WG2 filter removed from dept-wide trend, List.Sum([TICKET_COUNT]) replaces Table.RowCount, all_bureaus Total null coalesce. See CHANGELOG.md.

v1.17.28 (2026-03-05): Community Engagement ETL — Patrol processor v2 deployed. Enhanced attendee parsing (rank stripping, expanded delimiters, non-name detection), new attendee_names column in output. scripts.json updated for output\*.csv file discovery. See Claude.md and Community_Engagement CHANGELOG.md.

v1.17.19 (2026-02-27): Peer-review corrections: Suspicious Person, Suspicious Vehicle, Missing Person (Adult/Juvenile), NARCAN/Overdose Juvenile, Juvenile Complaint (Criminal), and ESU - Response moved from excluded to included (citizen-initiated dispatched calls). Normalization enhanced for unicode dash variants. All 25 monthly CSVs regenerated. See CHANGELOG.md for full detail. Power BI refresh required.

v1.17.18 (2026-02-27): Response time batch ETL three-layer filter expansion. (1) New "How Reported" filter retains citizen-initiated calls for service: 9-1-1, Phone (non-emergency line — alarms, break-ins, noise complaints from monitoring companies), Walk-In. Excludes Self-Initiated, Radio, eMail, Fax, Mail, Virtual Patrol, Teletype, Canceled Call. (2) Incident exclusion list expanded from 92 to ~234 analyst-confirmed types. (3) New Category_Type safety-net filter excludes "Administrative and Support" and "Community Engagement" incidents. Normalization updated to handle unicode/dash variants. All 25 monthly CSVs regenerated. Routine bimodal skew resolved for Jan-26 (mean/median ratio: 9.5× → 1.1×, n=388). See CHANGELOG.md and docs/response_time/2026_02_27_PreFix_vs_PostFix_Comparison_v1.17.18.md for full detail. Power BI refresh required.

Directory Structure

06_Workspace_Management/
├── README.md                    # This file
├── CHANGELOG.md                 # Version history and updates
├── SUMMARY.md                   # Project summary / quick reference
├── Claude.md                    # AI assistant guide
├── verify_migration.ps1         # Automated verification script
├── etl_orchestrator.py          # Python CLI: list / dry-run / run / parse-logs / validate / scorecard (path_config; read-only scripts.json)
├── (optional) *.code-workspace    # VS Code multi-root workspace if present
├── .gitignore                   # Git ignore rules
├── config.json                  # Optional: `"PowerBI": "PowerBI_Data"` for get_powerbi_data_dir()
├── requirements.txt             # Python deps (pandas, openpyxl) for validation & Summons backfill
├── .claude/
│   ├── commands/               # Claude Code slash command skills (8 files)
│   │   ├── diagnose-pipeline.md
│   │   ├── find-stale-sources.md
│   │   ├── fix-excel.md
│   │   ├── monthly-cycle.md
│   │   ├── preflight.md
│   │   ├── process-exports.md
│   │   ├── sync-personnel.md
│   │   └── validate-window.md
│   └── settings.local.json     # Tool permission allowlist
├── config/
│   ├── scripts.json            # Configuration for all ETL scripts
│   ├── response_time_filters.json  # Response Time filter configuration
│   └── scripts.json.bak        # Backup of previous config
├── scripts/
│   ├── run_all_etl.ps1         # PowerShell orchestrator (supports dynamic arguments)
│   ├── run_all_etl.bat         # Batch file orchestrator
│   ├── run_etl_script.ps1      # Helper script to run individual scripts
│   ├── path_config.py          # get_onedrive_root(), get_powerbi_data_dir(), get_powerbi_paths()
│   ├── processed_exports_routing.py  # Canonical Processed_Exports dirs, archive-before-overwrite
│   ├── canonicalize_processed_exports_layout.py  # One-time merge/rename on-disk Processed_Exports folders
│   ├── Pre_Flight_Validation.py          # Pre-flight GO/NO-GO gate (argparse, evidence checks, mapping validation)
│   ├── summons_derived_outputs_simple.py  # Summons derived outputs (argparse, dynamic filenames, IS_AGGREGATE)
│   ├── overtime_timeoff_with_backfill.py     # Overtime/TimeOff monthly wrapper (v10 + backfill)
│   ├── check_source_freshness.py             # Source freshness check for all ETL pipelines (--report-month)
│   ├── validate_exports.py                  # Pre-flight OT/TimeOff export validation
│   ├── validate_outputs.py                   # FIXED CSV schema validation
│   ├── test_pipeline.bat                     # Overtime/TimeOff test suite
│   ├── summons_backfill_merge.py             # Summons gap-month merge (07-25 only as of 2026-03-10)
│   ├── summons_etl_normalize.py             # Core summons ETL v2.5.0: DFR split, apply_fine_amount_and_violation_category, extended slim CSV
│   ├── dfr_export.py                        # DFR workbook export (schema map, dedup, formula-col guard)
│   ├── dfr_backfill_descriptions.py           # DFR description/fine backfill (cascading statute lookup)
│   ├── normalize_visual_export_for_backfill.py  # Normalize visual exports (13-month window, backfill)
│   ├── process_powerbi_exports.py               # Process _DropExports → Processed_Exports + Backfill (routing, archive)
│   ├── validate_13_month_window.py              # 13-month window; --report-month, --accept-warn, partial tail
│   ├── validate_response_time_exports.py        # Response_time CSV shape checks (CLI + library)
│   ├── tests/                   # unittest: routing, archive prefix, partial-month, response_time validator
│   ├── restore_fixed_from_backfill.py        # Restores history into FIXED_monthly_breakdown
│   ├── compare_vcs_time_report_exports.py    # Diff tool for visual exports/backfill validation
│   ├── compare_policy_training_delivery.py   # Policy Training: visual vs ETL/backfill diff
│   ├── compare_summons_deptwide.py           # Summons Dept-Wide: visual vs ETL/backfill diff
│   ├── diagnose_summons_blank_bureau.py      # Summons: find blank WG2 (Bureau) rows
│   ├── diagnose_benchmark_data.py            # Benchmark: analyze source CSVs (date coverage, scenario A/B/C)
│   ├── run_summons_with_overrides.py         # Summons: run with injected badge overrides
│   └── _testing/                             # Benchmark and debug scripts
├── docs/                        # Project documentation (migration, verification, guides)
│   ├── ETL_SKILL_MEMORY.md     # etl_orchestrator.py scorecard evidence / audit log
│   ├── SSOCC_Service_Log_Excel_And_Power_BI_Rework_2026_03.md  # SSOCC Option B PQ + DAX migration
│   ├── cursor_prompt_fix_duration_and_attendees.md  # Community ETL hours + STACP attendees (02_ETL_Scripts/CE)
│   ├── response_time/          # Response Time documentation and reports
│   │   ├── Response_Time_Correction_Report_Chief_Antista_2026_02_26.html  # Executive report (screen)
│   │   └── Response_Time_Correction_Report_Chief_Antista_2026_02_26_PRINT.html  # Print version (color, letter)
│   ├── templates/              # Reusable AI prompt templates and design systems
│   │   └── HPD_Report_Style_Prompt.md  # HPD navy/gold HTML report design system prompt
│   ├── archived_workflows/     # Archived workflow files
│   ├── DESKTOP_CONFIGURATION_TROUBLESHOOTING.md  # Desktop setup and troubleshooting guide
│   ├── FEBRUARY_2026_ETL_CYCLE_SUMMARY.md  # Complete ETL cycle execution results
│   ├── chatlogs/               # Session transcripts and troubleshooting logs
│   └── (migration guides, verification reports, troubleshooting docs)
├── m_code/                      # Power BI M code queries (47+ queries, 20 page folders)
│   ├── arrests/               # ___Arrest_Categories, ___Arrest_Distro, ___Top_5_Arrests
│   ├── benchmark/             # ___Benchmark
│   ├── chief/                 # ___Chief2, ___chief_projects
│   ├── community/             # ___Combined_Outreach_All
│   ├── csb/                   # ___CSB_Monthly
│   ├── detectives/            # ___Detectives, ___Det_case_dispositions_clearance
│   ├── drone/                 # ___Drone + DFR_Summons (new)
│   ├── esu/                   # ESU_13Month
│   ├── functions/             # fnGetFiles, fnReadCsv, fnEnsureColumns, fnApplyRenameMap, fnLoadRaw
│   ├── nibrs/                 # ___NIBRS_Monthly_Report
│   ├── overtime/              # ___Overtime_Timeoff_v3
│   ├── parameters/            # RootExportPath, EtlRootPath, pReportMonth, SourceMode, RangeStart, RangeEnd
│   ├── patrol/                # ___Patrol
│   ├── remu/                  # ___REMU
│   ├── response_time/         # ___ResponseTime_AllMetrics (primary), ___ResponseTimeCalculator, OutVsCall, DispVsCall (legacy)
│   ├── shared/                # ___ComprehensiveDateTable, ___DimMonth, ___DimEventType, etc.
│   ├── social_media/          # ___Social_Media
│   ├── ssocc/                 # ___SSOCC_Data (legacy MoM), FactServiceLog, DimServiceGroup (Option B), TAS_Dispatcher_Incident
│   ├── stacp/                 # ___STACP_pt_1_2, STACP_DIAGNOSTIC
│   ├── summons/               # summons_13month_trend, top5_parking/moving, all_bureaus, etc.
│   ├── traffic/               # ___Traffic
│   ├── training/              # ___Cost_of_Training, ___In_Person_Training
│   └── archive/               # Archived/old M code versions
├── outputs/                     # Organized output files
│   ├── arrests/                # Arrest-related exports
│   ├── visual_exports/         # Power BI visual exports
│   ├── summons_validation/     # Summons testing data
│   ├── metadata/               # Configuration and verification metadata
│   ├── community_engagement/   # Community engagement data
│   ├── misc/                   # Miscellaneous output files
│   └── large_exports/          # Large Excel exports
├── verifications/               # ETL verification framework
│   ├── reports/                # Verification markdown reports
│   ├── etl_verification_framework.py
│   ├── arrests_verifier.py
│   ├── overtime_timeoff_verifier.py
│   └── run_all_verifications.py
└── logs/
    └── .gitkeep                # ETL execution logs go here (auto-created)

Quick Start

Python environment

The orchestrator runs Python scripts using the executable in config/scripts.json (python_executable). That environment must have pandas and openpyxl for pre-flight validation and Summons backfill. From the repo root:

pip install -r requirements.txt

Run All ETL Scripts

PowerShell (Recommended): use your clone root (examples: 06_Workspace_Management or Master_Automation).

cd "C:\Users\carucci_r\OneDrive - City of Hackensack\06_Workspace_Management"
.\scripts\run_all_etl.ps1

Batch File:

cd "C:\Users\carucci_r\OneDrive - City of Hackensack\06_Workspace_Management"
scripts\run_all_etl.bat

Run Specific Script

.\scripts\run_etl_script.ps1 -ScriptName "Arrests"

Preview Execution (Dry Run with Validation)

Preview what would execute and validate required input files:

.\scripts\run_all_etl.ps1 -DryRun

This will:

• Show which scripts would execute
• Validate that required export files exist (e-ticket exports, CAD exports, etc.)
• Report any missing files before execution

Configuration

Edit config/scripts.json to add, remove, or modify ETL scripts:

{
  "scripts": [
    {
      "name": "Arrests",
      "path": "C:\\Users\\carucci_r\\OneDrive - City of Hackensack\\02_ETL_Scripts\\Arrests",
      "script": "arrest_python_processor.py",
      "enabled": true,
      "output_to_powerbi": true,
      "order": 1
    },
    {
      "name": "Community Engagement",
      "path": "C:\\Users\\carucci_r\\OneDrive - City of Hackensack\\02_ETL_Scripts\\Community_Engagement",
      "script": "deploy_production.py",
      "enabled": true,
      "output_to_powerbi": true,
      "order": 2
    },
    {
      "name": "Overtime TimeOff",
      "path": "C:\\Users\\carucci_r\\OneDrive - City of Hackensack\\06_Workspace_Management\\scripts",
      "script": "overtime_timeoff_with_backfill.py",
      "enabled": true,
      "output_to_powerbi": false,
      "order": 3
    }
  ]
}

Features

• Sequential Execution: Runs scripts in specified order
• Error Handling: Continues on errors, logs failures
• Logging: Detailed logs for each script execution
• Power BI Integration: Automatically copies outputs to Power BI drop folder
• Selective Execution: Run all, or specific scripts
• Status Reporting: Summary of what succeeded/failed
• Input Validation: Validates required export files exist before execution (-ValidateInputs or automatic with -DryRun)
• Dry Run Mode: Preview execution without running scripts (-DryRun)

Workflow

1. Configure: Edit config/scripts.json with your script paths
2. Run: Execute run_all_etl.ps1 or run_all_etl.bat
3. Process: Scripts execute in order, outputs logged
4. Integrate: Successful outputs copied to PowerBI_Data (_DropExports)
5. Review: Check logs for any failures or warnings

Output Integration

All successful outputs are automatically:

1. Validated (CSV format, proper structure)
2. Copied to C:\Users\carucci_r\OneDrive - City of Hackensack\PowerBI_Data\_DropExports\
3. Ready for organize_backfill_exports.ps1 processing

Key Paths

06_Workspace_Management (this repo)

Path	Purpose
C:\Users\carucci_r\OneDrive - City of Hackensack\06_Workspace_Management	Workspace root (legacy folder name Master_Automation may still exist as a junction or old clone)
06_Workspace_Management\config\scripts.json	ETL configuration; powerbi_drop_path
...\scripts\process_powerbi_exports.py	Process _DropExports → Processed_Exports + Backfill (archives prior file per archive/YYYY_MM/)
...\Standards\config\powerbi_visuals\visual_export_mapping.json	Export-to-folder mapping (canonical targets: monthly_accrual_and_usage, detectives, stacp, etc.)
<OneDrive>\09_Reference\Standards\Processed_Exports\{target_folder}\	Renamed exports; legacy folder names resolved via processed_exports_routing

PowerBI_Data

Path	Purpose
C:\Users\carucci_r\OneDrive - City of Hackensack\PowerBI_Data	Power BI data root
PowerBI_Data\_DropExports	Power BI visual exports land here (drop zone)
PowerBI_Data\Backfill\{YYYY_MM}\vcs_time_report\	Monthly accrual (overtime_timeoff_with_backfill)
PowerBI_Data\Backfill\{YYYY_MM}\summons\	Summons backfill (summons_backfill_merge)
PowerBI_Data\Archive\{YYYY}\{MonthName}\	Archived visual exports

Logging

Logs are saved to:

• logs/YYYY-MM-DD_HH-MM-SS_ETL_Run.log - Overall execution log
• logs/YYYY-MM-DD_HH-MM-SS_[ScriptName].log - Individual script logs

Error Handling

• Scripts run independently (failure of one doesn't stop others)
• Errors logged with details
• Summary report shows success/failure status
• Failed scripts can be re-run individually

Recent Updates

2026-02-09: v1.12.0 - Response Time Backfill Baseline Established ✅

Backfill Structure Created - Formal baseline for Response Time data established

What Was Done:

• Backfill Directory Structure Created - 13 monthly directories (Jan 2025 - Jan 2026)

  • Location: PowerBI_Data\Backfill\YYYY_MM\response_time\
  • Files: YYYY_MM_Average_Response_Times__Values_are_in_mmss.csv
  • Each file: 3 rows (Emergency, Routine, Urgent) + header
  • Source: Current validated visual export data

• M Code Updated to v2.8.3 - Restored Backfill priority

  • Priority: Backfill > visual_export > outputs > _DropExports
  • Ensures loading of validated data with January 14 methodology
  • Maintains compatibility with fallback sources

• Fresh Calculator Disabled - Marked as experimental

  • Set enabled: false in config\scripts.json
  • Reason: Missing January 14 deduplication/filtering logic
  • Script available for future enhancement: scripts\response_time_fresh_calculator.py

October 2025 Baseline Values:

Type	Value	Source
Emergency	02:49	Validated backfill
Routine	02:11	Validated backfill
Urgent	02:52	Validated backfill

Monthly Workflow Established:

1. Run ETL for new month
2. Refresh Power BI
3. Export Response Time visual to CSV
4. Save to: Backfill\YYYY_MM\response_time\YYYY_MM_Average_Response_Times__Values_are_in_mmss.csv
5. Next month: Power BI automatically picks it up

Documentation Created:

• docs/RESPONSE_TIME_v2.8.3_BACKFILL_RESTORE.md - Revert decision guide
• docs/BACKFILL_BASELINE_CREATED_2026_02_09.md - Baseline creation details
• docs/RESPONSE_TIME_COMPLETE_SESSION_SUMMARY_2026_02_09.md - Complete summary
• docs/RESPONSE_TIME_FINAL_STATUS_2026_02_09.md - Final status checklist

Status: Backfill baseline established, validated data preserved, monthly workflow documented

---

2026-02-09: v1.11.0 - Response Time Power BI M Code Fixed (31% Error Rate → 0%) ✅ DEPLOYED

Critical Power BI Fix - Response Time query fully operational with 0% errors! PRODUCTION DEPLOYED ✅

Power BI M Code Fix (v2.8.0):

• Response Time Calculator Query - Fixed 31% type conversion errors
  • Root cause: type text annotation in Table.TransformColumns conflicted with Power Query auto-typing
  • Fixed decimal precision handling (2.87, 2.92 now convert correctly to MM:SS format)
  • Added Response_Time_MMSS to final Typed step for explicit column typing
  • Enhanced error handling with try...otherwise "00:00" wrapper
  • Fixed unpivot column reference issue (MM-YY vs Month-Year)
  • All time formats now supported: MM:SS, M:SS, HH:MM:SS, decimal minutes (1.3, 2.87, 2.92)
  • Query now achieves 100% valid data (down from 69% valid, 31% errors)
  • Tested with production data: Wide format (Response Times by Priority.csv) and Long format (Average Response Times.csv) both working perfectly

2026-02-09: v1.10.0 - Master Automation 100% Operational - All Workflows Fixed ✅

Complete Success - All 6 ETL workflows now operational with 100% success rate!

Critical Fixes:

1. Overtime TimeOff Fixed - Resolved missing personnel file dependency

   • Copied Assignment_Master_V2.csv to Master_Automation root
   • Script now successfully processes all 30 output files in 19.92 seconds

2. Response Times ETL Fixed - Migrated to timereport hybrid strategy (v2.1.0)

   • Updated from archived response_time path to new timereport structure
   • Implemented hybrid loading: yearly + monthly files
   • Successfully processes 124,510 records → 22,655 filtered records
   • Generates 13 monthly CSVs (Jan 2025 - Jan 2026) in 76 seconds

3. Response Times Power BI Fixed - M code query type conversion errors resolved (v2.8.0)

   • Fixed 31% type conversion errors in Response_Time_MMSS column
   • All decimal values (1.3, 2.87, 2.92) now convert correctly to MM:SS format
   • Column quality: 100% valid (up from 69%)

4. Benchmark Directory Cleanup - Consolidated duplicate directories

   • Simplified from complex nested structure to flat show_force, use_force, vehicle_pursuit
   • Created new M code query with automatic latest file selection
   • Archived old structure for reference

Execution Results:

• Success Rate: 100% (6/6 workflows operational)
• Execution Time: 2.04 minutes (129.9 seconds)
• Files Generated: 60 total output files
• Monthly Report: 2026_01_Monthly_FINAL_LAP.pbix successfully saved

Workflow Performance:

Workflow	Status	Time	Files
Arrests	✅ Success	6.27s	2
Community Engagement	✅ Success	7.86s	2
Overtime TimeOff	✅ Success	19.92s	30
Response Times	✅ Success	76.09s	15
Summons	✅ Success	2.06s	7
Summons Derived	✅ Success	8.66s	4

Documentation Created:

• docs/SESSION_2026_02_09_COMPLETE_SUCCESS.md - Complete session summary
• docs/RESPONSE_TIME_TIMEREPORT_MIGRATION_2026_02_09.md - Timereport migration guide
• docs/BENCHMARK_CLEANUP_STRATEGY_2026_02_09.md - Benchmark consolidation guide
• docs/FINAL_GO_NO_GO_DECISION_2026_02_09.md - Pre-run decision analysis

Status: All systems operational and ready for February 2026 processing

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2026-02-09: v1.9.0 - Response Times Source Migration & Validation Updates ✅

• Response Times Source Path Updated
  • Updated validation logic in run_all_etl.ps1 to support new CAD source location
  • Source moved from 05_EXPORTS\_CAD\monthly_export to 05_EXPORTS\_CAD\timereport
  • Added support for monthly folder structure: timereport/monthly/YYYY_MM_timereport.xlsx
  • Added fallback support for year-based structure: timereport/YYYY/YYYY_MM_Monthly_CAD.xlsx
  • Enhanced error messages to show all checked paths and list available files
• Validation Improvements
  • Dry-run now correctly validates Response Times Monthly Generator inputs
  • Clear error messages when files are missing (shows both primary and fallback paths checked)
  • Lists available files in monthly folder when expected file not found
• Directory Structure Best Practices Documented
  • Recommendation: Keep monthly and yearly exports separated in different subfolders
  • Prevents overlap and double-count risk (same pattern for Arrests)
  • Maintains clean data lineage and reduces duplicate data issues
• Automation Execution Model Clarified
  • Sequential execution confirmed (not parallel)
  • One script failure does not stop remaining scripts
  • Parallel execution noted as future enhancement only
• Comprehensive Documentation Created
  • IMPLEMENTATION_CHECKLIST_2026_02_09.md - Complete implementation guide
  • RESPONSE_TIME_TIMEREPORT_MIGRATION_2026_02_09.md - Detailed migration docs
  • RESPONSE_TIME_FILE_NAMING_RECONCILIATION_2026_02_09.md - File naming analysis
  • QUICK_REFERENCE_2026_02_09.md - Quick reference for key commands and patterns
  • IMPLEMENTATION_COMPLETE_2026_02_09.md - Status summary
• Testing Validated
  • Dry-run test successful: Response Times Monthly Generator inputs found ✅
  • File discovered at: timereport/monthly/2026_01_timereport.xlsx
• Pending Work
  • Python script updates for new timereport path (pending review)
  • Power BI M query decision: direct read from timereport vs keep current Backfill flow
  • Arrests directory structure review and potential updates
• Status: Validation layer complete, Python scripts pending update

2026-02-05: December 2025 Power BI Visual Export Processing & Diagnostics ✅

• December 2025 Visual Exports Organized
  • Processed and organized 36 CSV exports from December 2025 Power BI report
  • Added 2025_12_ prefix to all exported files
  • Organized 53 total files into 16 categories in PowerBI_Data\Backfill\2025_12\
  • Cleaned _DropExports\ folder for next monthly export
• Critical Data Quality Issues Identified
  • Issue #1: "Engagement Initiatives by Bureau" - Blank export (expected 22 events, 71 attendees)
  • Issue #2: "Chief's Projects & Initiatives" - Blank export
  • Issue #3: "Department-Wide Summons" - Missing 4 months of 2025 data (03-25, 07-25, 10-25, 11-25)
  • Root cause: Date filters using TODAY() or relative date logic in Power BI visuals
• Comprehensive Diagnostic Reports Created
  • DECEMBER_2025_VISUAL_EXPORT_DIAGNOSTIC_REPORT.md - Complete analysis of all issues
  • ENGAGEMENT_INITIATIVES_BLANK_EXPORT_INVESTIGATION.md - Technical troubleshooting guide
  • DECEMBER_2025_EXPORT_QUICK_SUMMARY.md - Quick reference action guide
  • Documented 4 fix options with DAX/M code examples
  • Created export validation checklist for future use
• Files Organized:
  • Arrests (3 files), Summons (11 files), Response Time (10 files)
  • Community Engagement (2 files), Use of Force (3 files), NIBRS (2 files)
  • Patrol (1 file), Traffic (4 files), Detective (4 files)
  • Crime Suppression (1 file), Training (2 files), Records (1 file)
  • Safe Streets (2 files), Drones (2 files), School (2 files), Chief (3 files)
• Status: Files organized, issues documented, fixes pending in Power BI

2026-02-04: v1.8.0 - Major Directory Consolidation & Cleanup ✅

• Root Directory Cleanup
  • Reduced from 91 files to 7 essential files (92% reduction)
  • Organized 84 files into appropriate subdirectories
  • Deleted 50 temporary Claude Code marker files
  • Deleted 6 unnecessary temporary files
• Directory Consolidation
  • Merged output/ → outputs/ (eliminated duplicate directory)
  • Merged verification_reports/ → verifications/reports/
  • Created organized subdirectory structure under outputs/
  • Maintained m_code/ in root for Power BI query access
• Documentation Consolidation
  • Merged README, CHANGELOG, SUMMARY versions (desktop + laptop)
  • Deleted 4 redundant documentation files
  • Created comprehensive cleanup and consolidation reports
• New Directory Structure:
  • docs/response_time/ - Response Time docs (13 files)
  • outputs/arrests/, outputs/visual_exports/, outputs/summons_validation/, etc.
  • verifications/reports/ - Verification reports (2 files)
  • scripts/_testing/ - Benchmark/debug scripts (4 files)
• Updated Documentation:
  • Updated .gitignore for new structure
  • Updated verifications/README.md
  • Created 6 new documentation files in docs/
• Status: Professional directory structure, zero data loss, all files preserved

2026-01-14: v1.7.0 - Response Time ETL Enhanced Filtering ✅

• Response Time ETL Enhanced Filtering
  • Updated response_time_monthly_generator.py to v2.0.0
  • Added JSON configuration file (config/response_time_filters.json) for centralized filter rules
  • Added "How Reported" filter - excludes "Self-Initiated" records from response time calculations
  • Added Category_Type filtering with inclusion override logic (14 incidents kept despite category exclusion)
  • Added specific incident filtering (42 incidents excluded from non-filtered categories)
  • Added comprehensive data verification step with quality checks
  • Processing pipeline expanded from 6 steps to 12 steps for enhanced filtering
  • Added --config command line argument for custom filter configuration path
• Status: Enhanced filtering system with improved data quality controls
• See docs/CHANGELOG.md for full details

2026-01-14: v1.5.0 - Summons ESU Organizational Update ✅

• Fixed Summons ESU organizational structure
  • Updated Assignment_Master_V2.csv: OFFICE OF SPECIAL OPERATIONS now maps to PATROL BUREAU
  • Updated 4 officers (RYAN CONLON 354, MASSIMO DIMARTINO 144, JOHN KNAPP 141, DANE MARBLE 271)
  • ESU (OFFICE OF SPECIAL OPERATIONS) totals now correctly combined with Patrol Division
  • Updated summons_all_bureaus.m M code to combine ESU with Patrol Division
  • Fixed M code syntax errors (removed invalid backslashes, fixed file path formatting)
• Status: ESU now part of Patrol Division, totals combined correctly
• See docs/CHANGELOG.md for full details

2025-12-12: Summons Troubleshooting & Fixes ✅

• Comprehensive diagnostic and troubleshooting completed
  • Created troubleshooting guide: claude_code_summons.md
  • Diagnosed and resolved all Power BI issues (WG2, missing columns, DAX measures)
  • Verified M Code queries working correctly
  • Fixed DAX measure: ___Total Tickets = COUNTROWS('___Summons')
  • Created diagnostic scripts for ongoing maintenance
• Status: All issues resolved - system healthy and working correctly
• Action Required: Update DAX measure in Power BI Desktop (2 minutes)

2025-12-11: Migration to OneDrive Complete ✅

Migration to OneDrive Complete ✅

• PowerBI_Data moved from C:\Dev\PowerBI_Data_Merged to OneDrive location
• All path references updated in configuration and scripts
• Master_Automation junction created for seamless integration
• Verification scripts and documentation added

New Files Added

• verify_migration.ps1 - Automated verification script
• CHANGELOG.md - Version history
• Documentation moved under docs/ (migration + verification + guides)

Configuration Updates

• powerbi_drop_path updated to: C:\Users\carucci_r\OneDrive - City of Hackensack\PowerBI_Data\_DropExports
• All script paths verified and updated
• Documentation paths corrected

Verification

Run .\verify_migration.ps1 to verify all paths and configurations are correct.

Overtime TimeOff: Backfill + Processed Month Now Stable ✅

• The Power BI visual requires two sources to be fully populated for the 13-month view:
  • ...\Overtime_TimeOff\output\FIXED_monthly_breakdown_*.csv (legacy usage rows)
  • ...\Overtime_TimeOff\analytics_output\monthly_breakdown.csv (accrual rows)
• scripts/overtime_timeoff_with_backfill.py now:
  • Runs the production v10 script
  • Restores historical months into the FIXED output from PowerBI_Data\Backfill\YYYY_MM\vcs_time_report\...
  • Backfills analytics_output\monthly_breakdown.csv for prior 12 months from the same export (preserving the current month from v10)
• Validation helper:
  • scripts/compare_vcs_time_report_exports.py can diff a refreshed visual export against a known-good baseline (e.g., Oct-24 monthly export)

Policy Training Monthly: Current Month + Backfill Verified ✅

• ETL project lives in: C:\Users\carucci_r\OneDrive - City of Hackensack\02_ETL_Scripts\Policy_Training_Monthly
• Output workbook: ...\output\policy_training_outputs.xlsx (sheet Delivery_Cost_By_Month)
• Validation helper:
  • scripts/compare_policy_training_delivery.py can compare a refreshed visual export (Delivery Cost by month) vs ETL output and vs backfill (history months).

Summons: Full Pipeline Rewrite (v1.18.0 — 2026-03-10) ✅

• Entry point: run_summons_etl.py (repo root) — scans both 2025/month and 2026/month for e-ticket exports
• Core ETL: scripts/summons_etl_normalize.py — badge lookup, TYPE classification (raw Case Type Code M/P/C), 3-tier output (RAW, CLEAN Excel, SLIM CSV)
• Backfill merge: scripts/summons_backfill_merge.py — gap month = July 2025 only (all other 2025 months have e-ticket files)
• Power BI source: C:\Users\carucci_r\OneDrive - City of Hackensack\03_Staging\Summons\summons_slim_for_powerbi.csv — extended SLIM (v2.5+ includes FINE_AMOUNT, VIOLATION_CATEGORY, financial columns; see docs/SUMMONS_DATA_IMPORT_LOGIC_GUIDE.md)
• M code queries: 4 queries in m_code/summons/ — summons_13month_trend, summons_all_bureaus, summons_top5_moving, summons_top5_parking
• Key fixes applied (2026-03-10):
  • TYPE classification: raw Case Type Code (M/P/C) replaces broken statute-based lookup that was reclassifying Parking→Criminal
  • 13-month trend: window uses pReportMonth - 1 as end date; no WG2 filter (dept-wide); List.Sum([TICKET_COUNT]) replaces Table.RowCount
  • All bureaus: [C] ?? 0 null coalesce for Total column; "nan" string filtered; SSOCC shows as own bureau row
  • CSV parser: utf-8-sig encoding (BOM handling); fallback for DOpus quote-wrapped FIXED headers
  • Multi-year discovery: scans both previous and current year directories for complete 13-month window
• Status (2026-03-10): All 4 Power BI visuals validated — 13 months, correct TYPE splits, SSOCC present, Totals populated
• Claude MCP prompts for Power BI Desktop updates:
  • docs/PROMPT_Claude_MCP_Summons_Bugfix.md — Initial M code fixes
  • docs/PROMPT_Claude_MCP_Summons_Validation_Post_ETL.md — Post-ETL refresh and validation
  • docs/PROMPT_Claude_MCP_Summons_Round3_Fix.md — Window, WG2 filter, and Total fixes

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System Manifest

A comprehensive system manifest (manifest.json) is maintained that includes:

• Complete system configuration and settings
• All ETL scripts with their settings, execution order, and status
• Execution statistics and recent log history
• Directory structure and file metadata
• Documentation index

The manifest provides a machine-readable reference for the entire Master Automation system and can be used for system auditing, documentation generation, or integration with other tools.

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Location: C:\Users\carucci_r\OneDrive - City of Hackensack\06_Workspace_Management
Last Updated: 2026-03-24
Version: 1.19.4
Status: ✅ ETL export reliability; DFR Summons (Dismiss/Void filter); Response Time + DFR visual prompts; OT wrapper path + --end-month; Summons statute lookups restored

2026-02-23

v1.17.5 — Surgical Template Update COMPLETE

• All queries load cleanly — Close & Apply succeeds with zero DAX errors
• Changes applied: pReportMonth parameter created; paths fixed in 4 queries; DateTime.LocalNow() replaced in 6 queries; ___Summons query re-created (12 DAX measures); ___ResponseTimeCalculator got Count/MonthName columns; summons_13month_trend fixed (dedup, computed columns); 4 orphaned DAX tables deleted
• Staging data gap: summons_powerbi_latest.xlsx only has data through Sep 2025 — summons visuals will populate after next ETL run refreshes staging with Oct 2025 – Jan 2026 data
• summons_top5_parking still uses List.Max(YearMonthKey) — will self-correct when staging data is refreshed

v1.17.4 — Bulk M Code Paste Failed

• Bulk paste broke DAX model (schema mismatch); all changes discarded; surgical approach applied (v1.17.5)

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2026-02-22

v1.17.3 — Template Refresh & Laptop Path Resolution

• Report template refreshed from January 2026 published report (2026_01_Monthly_Report.pbix); old broken template archived
• Laptop path junction created: C:\Users\carucci_r → C:\Users\RobertCarucci — M code paths resolve on both machines
• M code reorganization (v1.17.2): 20 page-based subfolders; Drone/Social Media/Summons syntax fixes

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2026-02-18

February 2026 ETL Cycle - Response Times Fix Complete ✅

Major Achievement: Fixed critical Response Time calculation methodology

Response Time Deduplication Fix:

• Problem: Multi-unit incidents were deduplicated by file order, not arrival time
• Solution: Sort by ['ReportNumberNew', 'Time Out'] before deduplication
• Impact: Ensures first-arriving unit defines response time (industry standard)
• File: 02_ETL_Scripts/Response_Times/process_cad_data_13month_rolling.py

Response Time Metrics Clarified:

1. Response Time (Primary): Call received to first unit arrival
2. Travel Time: Dispatch to first unit arrival
3. Processing Time: Call received to dispatch

January 2026 Results (Validated):

• Emergency: 3:11 min (347 incidents)
• Urgent: 2:54 min (843 incidents)
• Routine: 2:48 min (853 incidents)
• Multi-unit rate: 28.2% (realistic for police operations)

ETL Cycle Infrastructure:

• Pre-flight Validation: Comprehensive dependency and source data checks
• Visual Export Processing: 25/36 visuals enforce 13-month windows
• Quality Assurance: Multi-unit rate monitoring and CAD validation
• Documentation: Executive analysis of multi-unit impact on response times

Status: Response Times workflow operational with corrected methodology

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2026-02-17

• Consolidated Power BI visual export mapping into one file.
• Primary path: Standards\config\powerbi_visuals\visual_export_mapping.json
• Archived prior mapping files under scripts_archive\visual_export_mapping\2026_02_17_173019\