Add CRM enhancements: Reports, Quick Actions, Layouts, Sample Data

- Fixed custom field deployment issue (FLS permissions)
- Added Company__c field permissions to BlackRoad_Hub_Admin
- Created 8 CRM reports (Companies by Industry, Leads, Deals, Agents, Clients, Policies, Listings, Commissions)
- Added 7 global Quick Actions for creating records
- Created layouts for all CRM objects
- Added loadCompleteSampleData.apex script with 36 sample records

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

Co-Authored-By: Claude <noreply@anthropic.com>

force-app/main/default/permissionsets/BlackRoad_Hub_Admin.permissionset-meta.xml

@@ -3,6 +3,7 @@
     <description>Full access to BlackRoad OS Hub</description>
     <hasActivationRequired>false</hasActivationRequired>
     <label>BlackRoad Hub Admin</label>
+
     <!-- Client_Household__c Field Permissions -->
     <fieldPermissions>
         <editable>true</editable>
@@ -44,6 +45,71 @@
         <field>Client_Household__c.Secondary_Contact__c</field>
         <readable>true</readable>
     </fieldPermissions>
+
+    <!-- Company__c Field Permissions - General CRM -->
+    <fieldPermissions>
+        <editable>true</editable>
+        <field>Company__c.Account_Status__c</field>
+        <readable>true</readable>
+    </fieldPermissions>
+    <fieldPermissions>
+        <editable>true</editable>
+        <field>Company__c.Address__c</field>
+        <readable>true</readable>
+    </fieldPermissions>
+    <fieldPermissions>
+        <editable>true</editable>
+        <field>Company__c.Annual_Revenue__c</field>
+        <readable>true</readable>
+    </fieldPermissions>
+    <fieldPermissions>
+        <editable>true</editable>
+        <field>Company__c.Company_Size__c</field>
+        <readable>true</readable>
+    </fieldPermissions>
+    <fieldPermissions>
+        <editable>true</editable>
+        <field>Company__c.Description__c</field>
+        <readable>true</readable>
+    </fieldPermissions>
+    <fieldPermissions>
+        <editable>true</editable>
+        <field>Company__c.Industry__c</field>
+        <readable>true</readable>
+    </fieldPermissions>
+    <fieldPermissions>
+        <editable>true</editable>
+        <field>Company__c.Phone__c</field>
+        <readable>true</readable>
+    </fieldPermissions>
+    <fieldPermissions>
+        <editable>true</editable>
+        <field>Company__c.Website__c</field>
+        <readable>true</readable>
+    </fieldPermissions>
+
+    <!-- Compliance_Log__c Field Permissions -->
+    <fieldPermissions>
+        <editable>true</editable>
+        <field>Compliance_Log__c.Log_Type__c</field>
+        <readable>true</readable>
+    </fieldPermissions>
+    <fieldPermissions>
+        <editable>true</editable>
+        <field>Compliance_Log__c.Description__c</field>
+        <readable>true</readable>
+    </fieldPermissions>
+    <fieldPermissions>
+        <editable>true</editable>
+        <field>Compliance_Log__c.Auto_Generated__c</field>
+        <readable>true</readable>
+    </fieldPermissions>
+    <fieldPermissions>
+        <editable>true</editable>
+        <field>Compliance_Log__c.Household__c</field>
+        <readable>true</readable>
+    </fieldPermissions>
+
     <!-- Financial_Account__c Field Permissions -->
     <fieldPermissions>
         <editable>true</editable>
@@ -70,6 +136,7 @@
         <field>Financial_Account__c.Is_Liquid__c</field>
         <readable>true</readable>
     </fieldPermissions>
+
     <!-- Liquidity_Event__c Field Permissions -->
     <fieldPermissions>
         <editable>true</editable>
@@ -106,6 +173,7 @@
         <field>Liquidity_Event__c.Household__c</field>
         <readable>true</readable>
     </fieldPermissions>
+
     <!-- Mortality_Event__c Field Permissions -->
     <fieldPermissions>
         <editable>true</editable>
@@ -142,27 +210,26 @@
         <field>Mortality_Event__c.Household__c</field>
         <readable>true</readable>
     </fieldPermissions>
-    <!-- Compliance_Log__c Field Permissions -->
-    <fieldPermissions>
-        <editable>true</editable>
-        <field>Compliance_Log__c.Log_Type__c</field>
-        <readable>true</readable>
-    </fieldPermissions>
-    <fieldPermissions>
-        <editable>true</editable>
-        <field>Compliance_Log__c.Description__c</field>
-        <readable>true</readable>
-    </fieldPermissions>
-    <fieldPermissions>
-        <editable>true</editable>
-        <field>Compliance_Log__c.Auto_Generated__c</field>
-        <readable>true</readable>
-    </fieldPermissions>
-    <fieldPermissions>
-        <editable>true</editable>
-        <field>Compliance_Log__c.Household__c</field>
-        <readable>true</readable>
-    </fieldPermissions>
+
+    <!-- Object Permissions - FA CRM -->
+    <objectPermissions>
+        <allowCreate>true</allowCreate>
+        <allowDelete>true</allowDelete>
+        <allowEdit>true</allowEdit>
+        <allowRead>true</allowRead>
+        <modifyAllRecords>true</modifyAllRecords>
+        <object>Client_Household__c</object>
+        <viewAllRecords>true</viewAllRecords>
+    </objectPermissions>
+    <objectPermissions>
+        <allowCreate>true</allowCreate>
+        <allowDelete>false</allowDelete>
+        <allowEdit>true</allowEdit>
+        <allowRead>true</allowRead>
+        <modifyAllRecords>false</modifyAllRecords>
+        <object>Compliance_Log__c</object>
+        <viewAllRecords>true</viewAllRecords>
+    </objectPermissions>
     <objectPermissions>
         <allowCreate>true</allowCreate>
         <allowDelete>true</allowDelete>
@@ -187,7 +254,7 @@
         <allowEdit>true</allowEdit>
         <allowRead>true</allowRead>
         <modifyAllRecords>true</modifyAllRecords>
-        <object>Client_Household__c</object>
+        <object>Distribution_Request__c</object>
         <viewAllRecords>true</viewAllRecords>
     </objectPermissions>
     <objectPermissions>
@@ -205,7 +272,7 @@
         <allowEdit>true</allowEdit>
         <allowRead>true</allowRead>
         <modifyAllRecords>true</modifyAllRecords>
-        <object>Distribution_Request__c</object>
+        <object>Liquidity_Event__c</object>
         <viewAllRecords>true</viewAllRecords>
     </objectPermissions>
     <objectPermissions>
@@ -217,41 +284,15 @@
         <object>Mortality_Event__c</object>
         <viewAllRecords>true</viewAllRecords>
     </objectPermissions>
+
+    <!-- Object Permissions - General CRM -->
     <objectPermissions>
         <allowCreate>true</allowCreate>
         <allowDelete>true</allowDelete>
         <allowEdit>true</allowEdit>
         <allowRead>true</allowRead>
         <modifyAllRecords>true</modifyAllRecords>
-        <object>Liquidity_Event__c</object>
-        <viewAllRecords>true</viewAllRecords>
-    </objectPermissions>
-    <objectPermissions>
-        <allowCreate>true</allowCreate>
-        <allowDelete>false</allowDelete>
-        <allowEdit>true</allowEdit>
-        <allowRead>true</allowRead>
-        <modifyAllRecords>false</modifyAllRecords>
-        <object>Compliance_Log__c</object>
-        <viewAllRecords>true</viewAllRecords>
-    </objectPermissions>
-    <!-- General CRM Objects -->
-    <objectPermissions>
-        <allowCreate>true</allowCreate>
-        <allowDelete>true</allowDelete>
-        <allowEdit>true</allowEdit>
-        <allowRead>true</allowRead>
-        <modifyAllRecords>true</modifyAllRecords>
-        <object>Lead__c</object>
-        <viewAllRecords>true</viewAllRecords>
-    </objectPermissions>
-    <objectPermissions>
-        <allowCreate>true</allowCreate>
-        <allowDelete>true</allowDelete>
-        <allowEdit>true</allowEdit>
-        <allowRead>true</allowRead>
-        <modifyAllRecords>true</modifyAllRecords>
-        <object>Deal__c</object>
+        <object>Activity__c</object>
         <viewAllRecords>true</viewAllRecords>
     </objectPermissions>
     <objectPermissions>
@@ -269,7 +310,16 @@
         <allowEdit>true</allowEdit>
         <allowRead>true</allowRead>
         <modifyAllRecords>true</modifyAllRecords>
-        <object>Activity__c</object>
+        <object>Deal__c</object>
+        <viewAllRecords>true</viewAllRecords>
+    </objectPermissions>
+    <objectPermissions>
+        <allowCreate>true</allowCreate>
+        <allowDelete>true</allowDelete>
+        <allowEdit>true</allowEdit>
+        <allowRead>true</allowRead>
+        <modifyAllRecords>true</modifyAllRecords>
+        <object>Lead__c</object>
         <viewAllRecords>true</viewAllRecords>
     </objectPermissions>
     <objectPermissions>
@@ -281,7 +331,8 @@
         <object>Task__c</object>
         <viewAllRecords>true</viewAllRecords>
     </objectPermissions>
-    <!-- Agency CRM Objects -->
+
+    <!-- Object Permissions - Agency CRM -->
     <objectPermissions>
         <allowCreate>true</allowCreate>
         <allowDelete>true</allowDelete>
@@ -297,16 +348,7 @@
         <allowEdit>true</allowEdit>
         <allowRead>true</allowRead>
         <modifyAllRecords>true</modifyAllRecords>
-        <object>Policy__c</object>
-        <viewAllRecords>true</viewAllRecords>
-    </objectPermissions>
-    <objectPermissions>
-        <allowCreate>true</allowCreate>
-        <allowDelete>true</allowDelete>
-        <allowEdit>true</allowEdit>
-        <allowRead>true</allowRead>
-        <modifyAllRecords>true</modifyAllRecords>
-        <object>Listing__c</object>
+        <object>Client__c</object>
         <viewAllRecords>true</viewAllRecords>
     </objectPermissions>
     <objectPermissions>
@@ -324,7 +366,16 @@
         <allowEdit>true</allowEdit>
         <allowRead>true</allowRead>
         <modifyAllRecords>true</modifyAllRecords>
-        <object>Client__c</object>
+        <object>Listing__c</object>
+        <viewAllRecords>true</viewAllRecords>
+    </objectPermissions>
+    <objectPermissions>
+        <allowCreate>true</allowCreate>
+        <allowDelete>true</allowDelete>
+        <allowEdit>true</allowEdit>
+        <allowRead>true</allowRead>
+        <modifyAllRecords>true</modifyAllRecords>
+        <object>Policy__c</object>
         <viewAllRecords>true</viewAllRecords>
     </objectPermissions>
 </PermissionSet>