Initial BlackRoad OS Hub - Meta-CRM Platform
## Hub Layer - Connected_CRM__c: Manage multiple CRM instances - CRM_Product__c: CRM product templates ## Financial Advisor CRM - Client_Household__c: Unified household view - Financial_Account__c: IRA, brokerage, annuity tracking - Distribution_Request__c: Withdrawal workflows - Mortality_Event__c: Estate processing - Liquidity_Event__c: Business sales, large transfers - Compliance_Log__c: FINRA audit trail ## Components - BlackRoadHubController: Hub dashboard controller - FinancialAdvisorService: FA business logic - blackroadHubDashboard: Lightning Web Component - BlackRoad Hub app with all tabs 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>
This commit is contained in:
Alexa Louise
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.blackroad-header {
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background: linear-gradient(135deg, #000000 0%, #1a1a2e 100%);
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color: white;
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border-radius: 8px;
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margin-bottom: 1rem;
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}
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.blackroad-header .slds-page-header__title {
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color: #F5A623;
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}
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.blackroad-header .slds-page-header__meta-text {
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color: #ffffff;
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}
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.stat-number {
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font-size: 2.5rem;
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font-weight: bold;
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color: #F5A623;
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line-height: 1.2;
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}
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.stat-label {
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font-size: 0.875rem;
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color: #706e6b;
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margin-top: 0.25rem;
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}
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lightning-card {
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--slds-c-card-radius-border: 8px;
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}
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<template>
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<div class="slds-page-header blackroad-header">
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<div class="slds-page-header__row">
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<div class="slds-page-header__col-title">
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<div class="slds-media">
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<div class="slds-media__figure">
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<lightning-icon icon-name="custom:custom9" size="large"></lightning-icon>
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</div>
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<div class="slds-media__body">
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<h1 class="slds-page-header__title">BlackRoad OS Hub</h1>
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<p class="slds-page-header__meta-text">CRM Command Center</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- Stats Cards -->
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<div class="slds-grid slds-gutters slds-m-top_medium">
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<div class="slds-col slds-size_1-of-4">
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<lightning-card title="Connected CRMs" icon-name="standard:connected_apps">
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<div class="slds-p-horizontal_medium">
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<p class="stat-number">{stats.activeCRMs} / {stats.totalCRMs}</p>
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<p class="stat-label">Active</p>
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</div>
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</lightning-card>
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</div>
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<div class="slds-col slds-size_1-of-4">
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<lightning-card title="Total Households" icon-name="standard:household">
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<div class="slds-p-horizontal_medium">
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<p class="stat-number">{stats.totalHouseholds}</p>
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<p class="stat-label">Client Households</p>
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</div>
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</lightning-card>
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</div>
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<div class="slds-col slds-size_1-of-4">
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<lightning-card title="Total AUM" icon-name="standard:currency">
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<div class="slds-p-horizontal_medium">
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<p class="stat-number">{formattedAUM}</p>
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<p class="stat-label">Assets Under Management</p>
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</div>
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</lightning-card>
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</div>
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<div class="slds-col slds-size_1-of-4">
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<lightning-card title="Pending Actions" icon-name="standard:task">
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<div class="slds-p-horizontal_medium">
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<p class="stat-number">{totalPending}</p>
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<p class="stat-label">Distributions / Events</p>
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</div>
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</lightning-card>
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</div>
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</div>
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<!-- Main Content Grid -->
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<div class="slds-grid slds-gutters slds-m-top_medium">
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<!-- Connected CRMs -->
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<div class="slds-col slds-size_1-of-2">
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<lightning-card title="Connected CRMs" icon-name="standard:connected_apps">
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<lightning-button slot="actions" label="Add CRM" onclick={handleAddCRM}></lightning-button>
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<template if:true={connectedCRMs}>
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<lightning-datatable
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key-field="Id"
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data={connectedCRMs}
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columns={crmColumns}
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hide-checkbox-column
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onrowaction={handleCRMAction}>
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</lightning-datatable>
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</template>
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<template if:false={connectedCRMs}>
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<div class="slds-p-around_medium slds-text-align_center">
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<p>No CRMs connected yet.</p>
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</div>
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</template>
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</lightning-card>
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</div>
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<!-- CRM Products -->
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<div class="slds-col slds-size_1-of-2">
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<lightning-card title="CRM Products" icon-name="standard:product">
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<template if:true={crmProducts}>
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<ul class="slds-has-dividers_bottom-space">
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<template for:each={crmProducts} for:item="product">
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<li key={product.Id} class="slds-item slds-p-around_small">
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<div class="slds-grid slds-grid_vertical-align-center">
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<div class="slds-col slds-grow">
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<p class="slds-text-heading_small">{product.Name}</p>
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<p class="slds-text-body_small slds-text-color_weak">{product.Target_Vertical__c}</p>
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</div>
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<div class="slds-col">
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<lightning-badge label={product.Version__c}></lightning-badge>
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</div>
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</div>
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</li>
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</template>
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</ul>
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</template>
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</lightning-card>
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</div>
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</div>
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<!-- Households Needing Attention -->
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<div class="slds-m-top_medium">
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<lightning-card title="Households Needing Attention" icon-name="standard:warning">
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<template if:true={householdsNeedingAttention}>
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<lightning-datatable
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key-field="Id"
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data={householdsNeedingAttention}
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columns={householdColumns}
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hide-checkbox-column
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onrowaction={handleHouseholdAction}>
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</lightning-datatable>
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</template>
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</lightning-card>
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</div>
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<!-- Recent Compliance Activity -->
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<div class="slds-m-top_medium">
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<lightning-card title="Recent Compliance Activity" icon-name="standard:logging">
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<template if:true={complianceLogs}>
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<lightning-datatable
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key-field="Id"
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data={complianceLogs}
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columns={logColumns}
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hide-checkbox-column>
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</lightning-datatable>
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</template>
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</lightning-card>
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</div>
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</template>
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import { LightningElement, wire, track } from 'lwc';
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import { NavigationMixin } from 'lightning/navigation';
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import getConnectedCRMs from '@salesforce/apex/BlackRoadHubController.getConnectedCRMs';
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import getCRMProducts from '@salesforce/apex/BlackRoadHubController.getCRMProducts';
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import getHubStats from '@salesforce/apex/BlackRoadHubController.getHubStats';
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import getHouseholdsNeedingAttention from '@salesforce/apex/BlackRoadHubController.getHouseholdsNeedingAttention';
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import getRecentComplianceLogs from '@salesforce/apex/BlackRoadHubController.getRecentComplianceLogs';
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import syncCRM from '@salesforce/apex/BlackRoadHubController.syncCRM';
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import { ShowToastEvent } from 'lightning/platformShowToastEvent';
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export default class BlackroadHubDashboard extends NavigationMixin(LightningElement) {
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@track stats = {};
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@track connectedCRMs = [];
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@track crmProducts = [];
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@track householdsNeedingAttention = [];
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@track complianceLogs = [];
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crmColumns = [
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{ label: 'Name', fieldName: 'Name', type: 'text' },
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{ label: 'Type', fieldName: 'CRM_Type__c', type: 'text' },
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{ label: 'Status', fieldName: 'Status__c', type: 'text' },
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{ label: 'Vertical', fieldName: 'Vertical__c', type: 'text' },
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{ label: 'Records', fieldName: 'Record_Count__c', type: 'number' },
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{
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type: 'action',
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typeAttributes: { rowActions: [
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{ label: 'Sync', name: 'sync' },
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{ label: 'View', name: 'view' }
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]}
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}
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];
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householdColumns = [
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{ label: 'Household', fieldName: 'Name', type: 'text' },
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{ label: 'AUM', fieldName: 'Total_AUM__c', type: 'currency' },
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{ label: 'Status', fieldName: 'Household_Status__c', type: 'text' },
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{ label: 'Next Review', fieldName: 'Next_Review_Date__c', type: 'date' },
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{
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type: 'action',
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typeAttributes: { rowActions: [
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{ label: 'View', name: 'view' },
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{ label: 'Schedule Review', name: 'schedule' }
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]}
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}
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];
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logColumns = [
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{ label: 'Log #', fieldName: 'Name', type: 'text' },
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{ label: 'Type', fieldName: 'Log_Type__c', type: 'text' },
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{ label: 'Description', fieldName: 'Description__c', type: 'text' },
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{ label: 'Date', fieldName: 'CreatedDate', type: 'date' }
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];
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@wire(getHubStats)
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wiredStats({ error, data }) {
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if (data) {
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this.stats = data;
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} else if (error) {
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console.error('Error loading stats:', error);
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}
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}
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@wire(getConnectedCRMs)
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wiredCRMs({ error, data }) {
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if (data) {
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this.connectedCRMs = data;
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} else if (error) {
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console.error('Error loading CRMs:', error);
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}
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}
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@wire(getCRMProducts)
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wiredProducts({ error, data }) {
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if (data) {
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this.crmProducts = data;
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} else if (error) {
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console.error('Error loading products:', error);
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}
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}
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@wire(getHouseholdsNeedingAttention)
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wiredHouseholds({ error, data }) {
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if (data) {
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this.householdsNeedingAttention = data;
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} else if (error) {
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console.error('Error loading households:', error);
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}
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}
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@wire(getRecentComplianceLogs, { recordLimit: 10 })
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wiredLogs({ error, data }) {
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if (data) {
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this.complianceLogs = data;
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} else if (error) {
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console.error('Error loading logs:', error);
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}
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}
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get formattedAUM() {
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if (!this.stats.totalAUM) return '$0';
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return new Intl.NumberFormat('en-US', {
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style: 'currency',
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currency: 'USD',
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minimumFractionDigits: 0,
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maximumFractionDigits: 0
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}).format(this.stats.totalAUM);
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}
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get totalPending() {
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return (this.stats.pendingDistributions || 0) +
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(this.stats.activeMortalityEvents || 0) +
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(this.stats.activeLiquidityEvents || 0);
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}
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handleAddCRM() {
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this[NavigationMixin.Navigate]({
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type: 'standard__objectPage',
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attributes: {
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objectApiName: 'Connected_CRM__c',
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actionName: 'new'
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}
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});
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}
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handleCRMAction(event) {
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const action = event.detail.action;
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const row = event.detail.row;
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if (action.name === 'sync') {
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this.syncCRMInstance(row.Id);
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} else if (action.name === 'view') {
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this[NavigationMixin.Navigate]({
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type: 'standard__recordPage',
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attributes: {
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recordId: row.Id,
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objectApiName: 'Connected_CRM__c',
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actionName: 'view'
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}
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});
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}
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}
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handleHouseholdAction(event) {
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const action = event.detail.action;
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const row = event.detail.row;
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if (action.name === 'view') {
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this[NavigationMixin.Navigate]({
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type: 'standard__recordPage',
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attributes: {
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recordId: row.Id,
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objectApiName: 'Client_Household__c',
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actionName: 'view'
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}
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});
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}
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}
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async syncCRMInstance(crmId) {
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try {
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const result = await syncCRM({ crmId: crmId });
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this.dispatchEvent(
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new ShowToastEvent({
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title: 'Success',
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message: result,
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variant: 'success'
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})
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);
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} catch (error) {
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this.dispatchEvent(
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new ShowToastEvent({
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title: 'Error',
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message: error.body.message,
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variant: 'error'
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})
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);
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}
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}
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}
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@@ -0,0 +1,12 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<LightningComponentBundle xmlns="http://soap.sforce.com/2006/04/metadata">
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<apiVersion>59.0</apiVersion>
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<isExposed>true</isExposed>
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<masterLabel>BlackRoad Hub Dashboard</masterLabel>
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<description>Main dashboard for BlackRoad OS Hub - CRM Command Center</description>
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<targets>
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<target>lightning__AppPage</target>
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<target>lightning__HomePage</target>
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<target>lightning__Tab</target>
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</targets>
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</LightningComponentBundle>
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