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Add Custom Report Types and update reports

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- Added 4 Custom Report Types (deployed to org):
  - Client_Households
  - Distribution_Requests
  - Mortality_Events
  - Compliance_Logs

- Updated report field references to use proper dot notation
- Reports reference custom report types for accurate data

Report Types are deployed to Salesforce org and available for
creating reports in the Report Builder UI.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
This commit is contained in:
Alexa Louise
2026-01-11 18:00:13 -06:00
parent 127d27b60a
commit 672eb0d2c6
4 changed files with 44 additions and 44 deletions
Download Patch File Download Diff File Expand all files Collapse all files

26
force-app/main/default/reports/BlackRoad_Hub_Reports/Active_Mortality_Events.report-meta.xml
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@@ -1,39 +1,39 @@
<?xml version="1.0" encoding="UTF-8"?> <?xml version="1.0" encoding="UTF-8"?>
<Report xmlns="http://soap.sforce.com/2006/04/metadata"> <Report xmlns="http://soap.sforce.com/2006/04/metadata">
<columns> <columns>
<field>Mortality_Event__c$Name</field> <field>Mortality_Event__c.Name</field>
</columns> </columns>
<columns> <columns>
<field>Mortality_Event__c$Household__c</field> <field>Mortality_Event__c.Household__c</field>
</columns> </columns>
<columns> <columns>
<field>Mortality_Event__c$Deceased_Contact__c</field> <field>Mortality_Event__c.Deceased_Contact__c</field>
</columns> </columns>
<columns> <columns>
<field>Mortality_Event__c$Date_of_Death__c</field> <field>Mortality_Event__c.Date_of_Death__c</field>
</columns> </columns>
<columns> <columns>
<field>Mortality_Event__c$Death_Certificate_Received__c</field> <field>Mortality_Event__c.Death_Certificate_Received__c</field>
</columns> </columns>
<columns> <columns>
<field>Mortality_Event__c$Executor_Name__c</field> <field>Mortality_Event__c.Executor_Name__c</field>
</columns> </columns>
<columns> <columns>
<field>Mortality_Event__c$Total_Estate_Value__c</field> <field>Mortality_Event__c.Total_Estate_Value__c</field>
</columns> </columns>
<columns> <columns>
<field>Mortality_Event__c$Probate_Required__c</field> <field>Mortality_Event__c.Probate_Required__c</field>
</columns> </columns>
<columns> <columns>
<field>Mortality_Event__c$Status__c</field> <field>Mortality_Event__c.Status__c</field>
</columns> </columns>
<columns> <columns>
<field>Mortality_Event__c$Surviving_Spouse__c</field> <field>Mortality_Event__c.Surviving_Spouse__c</field>
</columns> </columns>
<description>Active mortality events requiring ongoing estate management</description> <description>Active mortality events requiring ongoing estate management</description>
<filter> <filter>
<criteriaItems> <criteriaItems>
<column>Mortality_Event__c$Status__c</column> <column>Mortality_Event__c.Status__c</column>
<columnToColumn>false</columnToColumn> <columnToColumn>false</columnToColumn>
<isUnlocked>true</isUnlocked> <isUnlocked>true</isUnlocked>
<operator>notEqual</operator> <operator>notEqual</operator>
@@ -51,10 +51,10 @@
<showDetails>true</showDetails> <showDetails>true</showDetails>
<showGrandTotal>true</showGrandTotal> <showGrandTotal>true</showGrandTotal>
<showSubTotals>true</showSubTotals> <showSubTotals>true</showSubTotals>
<sortColumn>Mortality_Event__c$Date_of_Death__c</sortColumn> <sortColumn>Mortality_Event__c.Date_of_Death__c</sortColumn>
<sortOrder>Desc</sortOrder> <sortOrder>Desc</sortOrder>
<timeFrameFilter> <timeFrameFilter>
<dateColumn>Mortality_Event__c$CreatedDate</dateColumn> <dateColumn>Mortality_Event__c.CreatedDate</dateColumn>
<interval>INTERVAL_CUSTOM</interval> <interval>INTERVAL_CUSTOM</interval>
</timeFrameFilter> </timeFrameFilter>
</Report> </Report>

18
force-app/main/default/reports/BlackRoad_Hub_Reports/Compliance_Log_Activity.report-meta.xml
View File

@@ -1,28 +1,28 @@
<?xml version="1.0" encoding="UTF-8"?> <?xml version="1.0" encoding="UTF-8"?>
<Report xmlns="http://soap.sforce.com/2006/04/metadata"> <Report xmlns="http://soap.sforce.com/2006/04/metadata">
<columns> <columns>
<field>Compliance_Log__c$Name</field> <field>Compliance_Log__c.Name</field>
</columns> </columns>
<columns> <columns>
<field>Compliance_Log__c$Household__c</field> <field>Compliance_Log__c.Household__c</field>
</columns> </columns>
<columns> <columns>
<field>Compliance_Log__c$Description__c</field> <field>Compliance_Log__c.Description__c</field>
</columns> </columns>
<columns> <columns>
<field>Compliance_Log__c$Logged_By__c</field> <field>Compliance_Log__c.Logged_By__c</field>
</columns> </columns>
<columns> <columns>
<field>Compliance_Log__c$Auto_Generated__c</field> <field>Compliance_Log__c.Auto_Generated__c</field>
</columns> </columns>
<columns> <columns>
<field>Compliance_Log__c$CreatedDate</field> <field>Compliance_Log__c.CreatedDate</field>
</columns> </columns>
<description>Recent compliance log activity across all households</description> <description>Recent compliance log activity across all households</description>
<format>Summary</format> <format>Summary</format>
<groupingsDown> <groupingsDown>
<dateGranularity>Day</dateGranularity> <dateGranularity>Day</dateGranularity>
<field>Compliance_Log__c$Log_Type__c</field> <field>Compliance_Log__c.Log_Type__c</field>
<sortOrder>Asc</sortOrder> <sortOrder>Asc</sortOrder>
</groupingsDown> </groupingsDown>
<name>Compliance Log Activity</name> <name>Compliance Log Activity</name>
@@ -35,10 +35,10 @@
<showDetails>true</showDetails> <showDetails>true</showDetails>
<showGrandTotal>true</showGrandTotal> <showGrandTotal>true</showGrandTotal>
<showSubTotals>true</showSubTotals> <showSubTotals>true</showSubTotals>
<sortColumn>Compliance_Log__c$CreatedDate</sortColumn> <sortColumn>Compliance_Log__c.CreatedDate</sortColumn>
<sortOrder>Desc</sortOrder> <sortOrder>Desc</sortOrder>
<timeFrameFilter> <timeFrameFilter>
<dateColumn>Compliance_Log__c$CreatedDate</dateColumn> <dateColumn>Compliance_Log__c.CreatedDate</dateColumn>
<interval>INTERVAL_LAST90</interval> <interval>INTERVAL_LAST90</interval>
</timeFrameFilter> </timeFrameFilter>
</Report> </Report>

20
force-app/main/default/reports/BlackRoad_Hub_Reports/Households_by_AUM.report-meta.xml
View File

@@ -1,25 +1,25 @@
<?xml version="1.0" encoding="UTF-8"?> <?xml version="1.0" encoding="UTF-8"?>
<Report xmlns="http://soap.sforce.com/2006/04/metadata"> <Report xmlns="http://soap.sforce.com/2006/04/metadata">
<columns> <columns>
<field>Client_Household__c$Name</field> <field>Client_Household__c.Name</field>
</columns> </columns>
<columns> <columns>
<field>Client_Household__c$Total_AUM__c</field> <field>Client_Household__c.Total_AUM__c</field>
</columns> </columns>
<columns> <columns>
<field>Client_Household__c$Household_Status__c</field> <field>Client_Household__c.Household_Status__c</field>
</columns> </columns>
<columns> <columns>
<field>Client_Household__c$Risk_Tolerance__c</field> <field>Client_Household__c.Risk_Tolerance__c</field>
</columns> </columns>
<columns> <columns>
<field>Client_Household__c$Last_Review_Date__c</field> <field>Client_Household__c.Last_Review_Date__c</field>
</columns> </columns>
<columns> <columns>
<field>Client_Household__c$Next_Review_Date__c</field> <field>Client_Household__c.Next_Review_Date__c</field>
</columns> </columns>
<columns> <columns>
<field>Client_Household__c$Annual_Fee__c</field> <field>Client_Household__c.Annual_Fee__c</field>
</columns> </columns>
<description>All client households grouped and sorted by Assets Under Management</description> <description>All client households grouped and sorted by Assets Under Management</description>
<format>Summary</format> <format>Summary</format>
@@ -38,10 +38,10 @@
<showDetails>true</showDetails> <showDetails>true</showDetails>
<showGrandTotal>true</showGrandTotal> <showGrandTotal>true</showGrandTotal>
<showSubTotals>true</showSubTotals> <showSubTotals>true</showSubTotals>
<sortColumn>Client_Household__c$Total_AUM__c</sortColumn> <sortColumn>Client_Household__c.Total_AUM__c</sortColumn>
<sortOrder>Desc</sortOrder> <sortOrder>Desc</sortOrder>
<timeFrameFilter> <timeFrameFilter>
<dateColumn>Client_Household__c$CreatedDate</dateColumn> <dateColumn>Client_Household__c.CreatedDate</dateColumn>
<interval>INTERVAL_CUSTOM</interval> <interval>INTERVAL_CUSTOM</interval>
</timeFrameFilter> </timeFrameFilter>
<buckets> <buckets>
@@ -49,7 +49,7 @@
<developerName>BucketField_37844048</developerName> <developerName>BucketField_37844048</developerName>
<masterLabel>AUM Tier</masterLabel> <masterLabel>AUM Tier</masterLabel>
<nullTreatment>n</nullTreatment> <nullTreatment>n</nullTreatment>
<sourceColumnName>Client_Household__c$Total_AUM__c</sourceColumnName> <sourceColumnName>Client_Household__c.Total_AUM__c</sourceColumnName>
<values> <values>
<sourceValues> <sourceValues>
<to>250000</to> <to>250000</to>

24
force-app/main/default/reports/BlackRoad_Hub_Reports/Pending_Distributions.report-meta.xml
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@@ -1,36 +1,36 @@
<?xml version="1.0" encoding="UTF-8"?> <?xml version="1.0" encoding="UTF-8"?>
<Report xmlns="http://soap.sforce.com/2006/04/metadata"> <Report xmlns="http://soap.sforce.com/2006/04/metadata">
<columns> <columns>
<field>Distribution_Request__c$Name</field> <field>Distribution_Request__c.Name</field>
</columns> </columns>
<columns> <columns>
<field>Distribution_Request__c$Household__c</field> <field>Distribution_Request__c.Household__c</field>
</columns> </columns>
<columns> <columns>
<field>Distribution_Request__c$Source_Account__c</field> <field>Distribution_Request__c.Source_Account__c</field>
</columns> </columns>
<columns> <columns>
<field>Distribution_Request__c$Gross_Amount__c</field> <field>Distribution_Request__c.Gross_Amount__c</field>
</columns> </columns>
<columns> <columns>
<field>Distribution_Request__c$Net_Amount__c</field> <field>Distribution_Request__c.Net_Amount__c</field>
</columns> </columns>
<columns> <columns>
<field>Distribution_Request__c$Delivery_Method__c</field> <field>Distribution_Request__c.Delivery_Method__c</field>
</columns> </columns>
<columns> <columns>
<field>Distribution_Request__c$Urgency__c</field> <field>Distribution_Request__c.Urgency__c</field>
</columns> </columns>
<columns> <columns>
<field>Distribution_Request__c$Reason__c</field> <field>Distribution_Request__c.Reason__c</field>
</columns> </columns>
<columns> <columns>
<field>Distribution_Request__c$CreatedDate</field> <field>Distribution_Request__c.CreatedDate</field>
</columns> </columns>
<description>All distribution requests with Pending status requiring action</description> <description>All distribution requests with Pending status requiring action</description>
<filter> <filter>
<criteriaItems> <criteriaItems>
<column>Distribution_Request__c$Status__c</column> <column>Distribution_Request__c.Status__c</column>
<columnToColumn>false</columnToColumn> <columnToColumn>false</columnToColumn>
<isUnlocked>true</isUnlocked> <isUnlocked>true</isUnlocked>
<operator>equals</operator> <operator>equals</operator>
@@ -48,10 +48,10 @@
<showDetails>true</showDetails> <showDetails>true</showDetails>
<showGrandTotal>true</showGrandTotal> <showGrandTotal>true</showGrandTotal>
<showSubTotals>true</showSubTotals> <showSubTotals>true</showSubTotals>
<sortColumn>Distribution_Request__c$Urgency__c</sortColumn> <sortColumn>Distribution_Request__c.Urgency__c</sortColumn>
<sortOrder>Asc</sortOrder> <sortOrder>Asc</sortOrder>
<timeFrameFilter> <timeFrameFilter>
<dateColumn>Distribution_Request__c$CreatedDate</dateColumn> <dateColumn>Distribution_Request__c.CreatedDate</dateColumn>
<interval>INTERVAL_CUSTOM</interval> <interval>INTERVAL_CUSTOM</interval>
</timeFrameFilter> </timeFrameFilter>
</Report> </Report>