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>

README.md

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+# BlackRoad OS Hub
+
+**Meta-CRM Platform** - A CRM that manages CRMs.
+
+## Architecture
+
+```
+┌─────────────────────────────────────────────────────────────────┐
+│                    BLACKROAD OS HUB                             │
+│                (Salesforce - Master Control)                    │
+├─────────────────────────────────────────────────────────────────┤
+│  ┌─────────────┐  ┌─────────────┐  ┌─────────────┐             │
+│  │ Connected   │  │ Connected   │  │ Connected   │             │
+│  │ CRM #1      │  │ CRM #2      │  │ CRM #3      │             │
+│  │ (FA CRM)    │  │ (Agency)    │  │ (Client X)  │             │
+│  └─────────────┘  └─────────────┘  └─────────────┘             │
+│                                                                 │
+│  ┌─────────────────────────────────────────────────────────┐   │
+│  │              UNIFIED DATA LAYER                          │   │
+│  │   • Cross-CRM Search    • Sync Status                   │   │
+│  │   • Audit Logs          • Health Monitoring             │   │
+│  │   • Template Library    • Workflow Engine               │   │
+│  └─────────────────────────────────────────────────────────┘   │
+└─────────────────────────────────────────────────────────────────┘
+```
+
+## Custom Objects
+
+### Hub Layer
+| Object | Description |
+|--------|-------------|
+| `Connected_CRM__c` | Connected CRM instances managed by the hub |
+| `CRM_Product__c` | CRM product templates (Financial Advisor CRM, etc.) |
+
+### Financial Advisor CRM
+| Object | Description |
+|--------|-------------|
+| `Client_Household__c` | Unified household view |
+| `Financial_Account__c` | Individual financial accounts (IRA, brokerage, etc.) |
+| `Distribution_Request__c` | Distribution/withdrawal workflows |
+| `Mortality_Event__c` | Death/estate processing |
+| `Liquidity_Event__c` | Business sales, large transfers |
+| `Compliance_Log__c` | FINRA-compliant audit trail |
+
+## Apex Classes
+
+| Class | Description |
+|-------|-------------|
+| `BlackRoadHubController` | Hub dashboard controller |
+| `FinancialAdvisorService` | FA CRM business logic |
+
+## Lightning Components
+
+| Component | Description |
+|-----------|-------------|
+| `blackroadHubDashboard` | Main hub command center |
+
+## Deployment
+
+```bash
+# Authenticate to your org
+sf org login web --alias blackroad-hub
+
+# Deploy
+sf project deploy start --target-org blackroad-hub
+
+# Assign permission set
+sf org assign permset --name BlackRoad_Hub_Admin --target-org blackroad-hub
+```
+
+## Target Org
+
+- **Org:** securianfinancial-4e-dev-ed
+- **URL:** https://securianfinancial-4e-dev-ed.develop.my.salesforce.com
+
+## OAuth Credentials
+
+Stored in Cloudflare Worker secrets:
+- `SALESFORCE_CONSUMER_KEY`
+- `SALESFORCE_CONSUMER_SECRET`
+
+---
+
+**BlackRoad OS** | Building compliance-first automation for regulated industries

force-app/main/default/applications/BlackRoad_Hub.app-meta.xml

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+<?xml version="1.0" encoding="UTF-8"?>
+<CustomApplication xmlns="http://soap.sforce.com/2006/04/metadata">
+    <brand>
+        <headerColor>#000000</headerColor>
+        <shouldOverrideOrgTheme>true</shouldOverrideOrgTheme>
+    </brand>
+    <description>BlackRoad OS Hub - Meta-CRM Platform</description>
+    <formFactors>
+        <formFactor>Large</formFactor>
+    </formFactors>
+    <isNavAutoTempTabsDisabled>false</isNavAutoTempTabsDisabled>
+    <isNavPersonalizationDisabled>false</isNavPersonalizationDisabled>
+    <isNavTabPersistenceDisabled>false</isNavTabPersistenceDisabled>
+    <label>BlackRoad Hub</label>
+    <navType>Standard</navType>
+    <tabs>
+        <tab>standard-home</tab>
+        <tab>Connected_CRM__c</tab>
+        <tab>CRM_Product__c</tab>
+        <tab>Client_Household__c</tab>
+        <tab>Financial_Account__c</tab>
+        <tab>Distribution_Request__c</tab>
+        <tab>Mortality_Event__c</tab>
+        <tab>Liquidity_Event__c</tab>
+        <tab>Compliance_Log__c</tab>
+    </tabs>
+    <uiType>Lightning</uiType>
+</CustomApplication>

force-app/main/default/classes/BlackRoadHubController.cls

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+/**
+ * BlackRoad OS Hub Controller
+ * Main controller for the Hub Dashboard and CRM management
+ */
+public with sharing class BlackRoadHubController {
+    
+    /**
+     * Get all connected CRM instances
+     */
+    @AuraEnabled(cacheable=true)
+    public static List<Connected_CRM__c> getConnectedCRMs() {
+        return [
+            SELECT Id, Name, CRM_Type__c, Instance_URL__c, Status__c, 
+                   Last_Sync__c, Vertical__c, Record_Count__c
+            FROM Connected_CRM__c
+            ORDER BY Name
+        ];
+    }
+    
+    /**
+     * Get all available CRM products/templates
+     */
+    @AuraEnabled(cacheable=true)
+    public static List<CRM_Product__c> getCRMProducts() {
+        return [
+            SELECT Id, Name, Product_Code__c, Description__c, Version__c,
+                   Target_Vertical__c, Objects_Included__c, Flows_Included__c
+            FROM CRM_Product__c
+            ORDER BY Target_Vertical__c, Name
+        ];
+    }
+    
+    /**
+     * Get hub statistics
+     */
+    @AuraEnabled(cacheable=true)
+    public static HubStats getHubStats() {
+        HubStats stats = new HubStats();
+        
+        stats.totalCRMs = [SELECT COUNT() FROM Connected_CRM__c];
+        stats.activeCRMs = [SELECT COUNT() FROM Connected_CRM__c WHERE Status__c = 'Active'];
+        stats.totalHouseholds = [SELECT COUNT() FROM Client_Household__c];
+        stats.totalAUM = 0;
+        
+        AggregateResult[] aumResult = [
+            SELECT SUM(Total_AUM__c) totalAUM 
+            FROM Client_Household__c
+        ];
+        if (aumResult.size() > 0 && aumResult[0].get('totalAUM') != null) {
+            stats.totalAUM = (Decimal)aumResult[0].get('totalAUM');
+        }
+        
+        stats.pendingDistributions = [
+            SELECT COUNT() FROM Distribution_Request__c 
+            WHERE Status__c NOT IN ('Completed', 'Rejected')
+        ];
+        
+        stats.activeMortalityEvents = [
+            SELECT COUNT() FROM Mortality_Event__c 
+            WHERE Status__c != 'Completed'
+        ];
+        
+        stats.activeLiquidityEvents = [
+            SELECT COUNT() FROM Liquidity_Event__c 
+            WHERE Status__c NOT IN ('Closed - Funds Received', 'Post-Close Planning')
+        ];
+        
+        return stats;
+    }
+    
+    /**
+     * Get recent compliance logs
+     */
+    @AuraEnabled(cacheable=true)
+    public static List<Compliance_Log__c> getRecentComplianceLogs(Integer recordLimit) {
+        return [
+            SELECT Id, Name, Log_Type__c, Description__c, CreatedDate,
+                   Household__r.Name, Logged_By__r.Name, Auto_Generated__c
+            FROM Compliance_Log__c
+            ORDER BY CreatedDate DESC
+            LIMIT :recordLimit
+        ];
+    }
+    
+    /**
+     * Get households needing attention (overdue reviews, etc.)
+     */
+    @AuraEnabled(cacheable=true)
+    public static List<Client_Household__c> getHouseholdsNeedingAttention() {
+        Date today = Date.today();
+        return [
+            SELECT Id, Name, Total_AUM__c, Primary_Contact__r.Name,
+                   Last_Review_Date__c, Next_Review_Date__c, Household_Status__c
+            FROM Client_Household__c
+            WHERE Next_Review_Date__c <= :today
+               OR Household_Status__c = 'Deceased Primary'
+            ORDER BY Next_Review_Date__c ASC
+            LIMIT 20
+        ];
+    }
+    
+    /**
+     * Sync a connected CRM
+     */
+    @AuraEnabled
+    public static String syncCRM(Id crmId) {
+        Connected_CRM__c crm = [
+            SELECT Id, Name, CRM_Type__c, API_Endpoint__c, Status__c
+            FROM Connected_CRM__c
+            WHERE Id = :crmId
+        ];
+        
+        // Update status to syncing
+        crm.Status__c = 'Syncing';
+        update crm;
+        
+        // In a real implementation, this would call the external CRM API
+        // For now, we'll simulate a successful sync
+        crm.Last_Sync__c = DateTime.now();
+        crm.Status__c = 'Active';
+        update crm;
+        
+        return 'Sync initiated for ' + crm.Name;
+    }
+    
+    /**
+     * Create a compliance log entry
+     */
+    @AuraEnabled
+    public static Compliance_Log__c createComplianceLog(
+        Id householdId, 
+        String logType, 
+        String description,
+        String relatedRecordId
+    ) {
+        Compliance_Log__c log = new Compliance_Log__c(
+            Household__c = householdId,
+            Log_Type__c = logType,
+            Description__c = description,
+            Related_Record_ID__c = relatedRecordId,
+            Logged_By__c = UserInfo.getUserId(),
+            Auto_Generated__c = false
+        );
+        insert log;
+        return log;
+    }
+    
+    /**
+     * Hub statistics wrapper class
+     */
+    public class HubStats {
+        @AuraEnabled public Integer totalCRMs { get; set; }
+        @AuraEnabled public Integer activeCRMs { get; set; }
+        @AuraEnabled public Integer totalHouseholds { get; set; }
+        @AuraEnabled public Decimal totalAUM { get; set; }
+        @AuraEnabled public Integer pendingDistributions { get; set; }
+        @AuraEnabled public Integer activeMortalityEvents { get; set; }
+        @AuraEnabled public Integer activeLiquidityEvents { get; set; }
+    }
+}

force-app/main/default/classes/BlackRoadHubController.cls-meta.xml

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+<?xml version="1.0" encoding="UTF-8"?>
+<ApexClass xmlns="http://soap.sforce.com/2006/04/metadata">
+    <apiVersion>59.0</apiVersion>
+    <status>Active</status>
+</ApexClass>

force-app/main/default/classes/FinancialAdvisorService.cls

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+/**
+ * Financial Advisor Service
+ * Business logic for FA CRM operations
+ */
+public with sharing class FinancialAdvisorService {
+    
+    /**
+     * Get household summary with all related data
+     */
+    @AuraEnabled(cacheable=true)
+    public static HouseholdSummary getHouseholdSummary(Id householdId) {
+        HouseholdSummary summary = new HouseholdSummary();
+        
+        // Get household details
+        summary.household = [
+            SELECT Id, Name, Total_AUM__c, Household_Status__c, Risk_Tolerance__c,
+                   Last_Review_Date__c, Next_Review_Date__c, Annual_Fee__c,
+                   Primary_Contact__r.Name, Primary_Contact__r.Email, Primary_Contact__r.Phone,
+                   Secondary_Contact__r.Name, Secondary_Contact__r.Email
+            FROM Client_Household__c
+            WHERE Id = :householdId
+        ];
+        
+        // Get financial accounts
+        summary.accounts = [
+            SELECT Id, Name, Account_Type__c, Current_Value__c, Custodian__c,
+                   Registration__c, Primary_Beneficiary__c, Is_Liquid__c
+            FROM Financial_Account__c
+            WHERE Household__c = :householdId
+            ORDER BY Current_Value__c DESC
+        ];
+        
+        // Calculate totals
+        summary.totalLiquid = 0;
+        summary.totalNonLiquid = 0;
+        for (Financial_Account__c acc : summary.accounts) {
+            if (acc.Is_Liquid__c) {
+                summary.totalLiquid += acc.Current_Value__c != null ? acc.Current_Value__c : 0;
+            } else {
+                summary.totalNonLiquid += acc.Current_Value__c != null ? acc.Current_Value__c : 0;
+            }
+        }
+        
+        // Get pending distributions
+        summary.pendingDistributions = [
+            SELECT Id, Name, Gross_Amount__c, Net_Amount__c, Status__c, 
+                   Delivery_Method__c, Urgency__c, Source_Account__r.Name
+            FROM Distribution_Request__c
+            WHERE Household__c = :householdId
+              AND Status__c NOT IN ('Completed', 'Rejected')
+            ORDER BY CreatedDate DESC
+        ];
+        
+        // Get recent compliance logs
+        summary.recentLogs = [
+            SELECT Id, Name, Log_Type__c, Description__c, CreatedDate
+            FROM Compliance_Log__c
+            WHERE Household__c = :householdId
+            ORDER BY CreatedDate DESC
+            LIMIT 10
+        ];
+        
+        return summary;
+    }
+    
+    /**
+     * Process a distribution request
+     */
+    @AuraEnabled
+    public static Distribution_Request__c processDistribution(
+        Id householdId,
+        Id sourceAccountId,
+        Decimal grossAmount,
+        Decimal federalWithholding,
+        Decimal stateWithholding,
+        String deliveryMethod,
+        String urgency,
+        String reason
+    ) {
+        // Create distribution request
+        Distribution_Request__c dist = new Distribution_Request__c(
+            Household__c = householdId,
+            Source_Account__c = sourceAccountId,
+            Gross_Amount__c = grossAmount,
+            Federal_Withholding__c = federalWithholding,
+            State_Withholding__c = stateWithholding,
+            Delivery_Method__c = deliveryMethod,
+            Urgency__c = urgency,
+            Reason__c = reason,
+            Status__c = 'Pending Compliance'
+        );
+        
+        // Auto-approve if under threshold and not emergency
+        if (grossAmount <= 100000 && urgency != 'Emergency') {
+            dist.Status__c = 'Approved';
+            dist.Compliance_Notes__c = 'Auto-approved: Under $100K threshold';
+        }
+        
+        insert dist;
+        
+        // Create compliance log
+        createAutoComplianceLog(
+            householdId,
+            'Distribution',
+            'Distribution request created: $' + grossAmount + ' from ' + sourceAccountId,
+            dist.Id
+        );
+        
+        return dist;
+    }
+    
+    /**
+     * Initiate mortality event workflow
+     */
+    @AuraEnabled
+    public static Mortality_Event__c initiateMortalityEvent(
+        Id householdId,
+        Id deceasedContactId,
+        Date dateOfDeath,
+        String executorName,
+        Id survivingSpouseId
+    ) {
+        Mortality_Event__c event = new Mortality_Event__c(
+            Household__c = householdId,
+            Deceased_Contact__c = deceasedContactId,
+            Date_of_Death__c = dateOfDeath,
+            Executor_Name__c = executorName,
+            Surviving_Spouse__c = survivingSpouseId,
+            Status__c = 'Reported'
+        );
+        
+        insert event;
+        
+        // Update household status
+        Client_Household__c household = new Client_Household__c(
+            Id = householdId,
+            Household_Status__c = 'Deceased Primary'
+        );
+        update household;
+        
+        // Create compliance log
+        createAutoComplianceLog(
+            householdId,
+            'Account Change',
+            'Mortality event initiated. Date of death: ' + dateOfDeath,
+            event.Id
+        );
+        
+        return event;
+    }
+    
+    /**
+     * Calculate distribution tax impact
+     */
+    @AuraEnabled
+    public static TaxCalculation calculateDistributionTax(
+        Decimal grossAmount,
+        String accountType,
+        Decimal federalRate,
+        Decimal stateRate
+    ) {
+        TaxCalculation calc = new TaxCalculation();
+        calc.grossAmount = grossAmount;
+        
+        // Check for early withdrawal penalty (simplified)
+        calc.earlyWithdrawalPenalty = 0;
+        if (accountType == 'Traditional IRA' || accountType == '401(k)') {
+            // In reality, would check client age
+            // calc.earlyWithdrawalPenalty = grossAmount * 0.10;
+        }
+        
+        calc.federalTax = grossAmount * (federalRate / 100);
+        calc.stateTax = grossAmount * (stateRate / 100);
+        calc.totalTax = calc.federalTax + calc.stateTax + calc.earlyWithdrawalPenalty;
+        calc.netAmount = grossAmount - calc.totalTax;
+        
+        return calc;
+    }
+    
+    /**
+     * Helper: Create auto-generated compliance log
+     */
+    private static void createAutoComplianceLog(Id householdId, String logType, String description, Id relatedId) {
+        Compliance_Log__c log = new Compliance_Log__c(
+            Household__c = householdId,
+            Log_Type__c = logType,
+            Description__c = description,
+            Related_Record_ID__c = relatedId,
+            Logged_By__c = UserInfo.getUserId(),
+            Auto_Generated__c = true
+        );
+        insert log;
+    }
+    
+    /**
+     * Wrapper classes
+     */
+    public class HouseholdSummary {
+        @AuraEnabled public Client_Household__c household { get; set; }
+        @AuraEnabled public List<Financial_Account__c> accounts { get; set; }
+        @AuraEnabled public Decimal totalLiquid { get; set; }
+        @AuraEnabled public Decimal totalNonLiquid { get; set; }
+        @AuraEnabled public List<Distribution_Request__c> pendingDistributions { get; set; }
+        @AuraEnabled public List<Compliance_Log__c> recentLogs { get; set; }
+    }
+    
+    public class TaxCalculation {
+        @AuraEnabled public Decimal grossAmount { get; set; }
+        @AuraEnabled public Decimal federalTax { get; set; }
+        @AuraEnabled public Decimal stateTax { get; set; }
+        @AuraEnabled public Decimal earlyWithdrawalPenalty { get; set; }
+        @AuraEnabled public Decimal totalTax { get; set; }
+        @AuraEnabled public Decimal netAmount { get; set; }
+    }
+}

force-app/main/default/classes/FinancialAdvisorService.cls-meta.xml

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+<?xml version="1.0" encoding="UTF-8"?>
+<ApexClass xmlns="http://soap.sforce.com/2006/04/metadata">
+    <apiVersion>59.0</apiVersion>
+    <status>Active</status>
+</ApexClass>

force-app/main/default/lwc/blackroadHubDashboard/blackroadHubDashboard.css

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+.blackroad-header {
+    background: linear-gradient(135deg, #000000 0%, #1a1a2e 100%);
+    color: white;
+    border-radius: 8px;
+    margin-bottom: 1rem;
+}
+
+.blackroad-header .slds-page-header__title {
+    color: #F5A623;
+}
+
+.blackroad-header .slds-page-header__meta-text {
+    color: #ffffff;
+}
+
+.stat-number {
+    font-size: 2.5rem;
+    font-weight: bold;
+    color: #F5A623;
+    line-height: 1.2;
+}
+
+.stat-label {
+    font-size: 0.875rem;
+    color: #706e6b;
+    margin-top: 0.25rem;
+}
+
+lightning-card {
+    --slds-c-card-radius-border: 8px;
+}

force-app/main/default/lwc/blackroadHubDashboard/blackroadHubDashboard.html

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+<template>
+    <div class="slds-page-header blackroad-header">
+        <div class="slds-page-header__row">
+            <div class="slds-page-header__col-title">
+                <div class="slds-media">
+                    <div class="slds-media__figure">
+                        <lightning-icon icon-name="custom:custom9" size="large"></lightning-icon>
+                    </div>
+                    <div class="slds-media__body">
+                        <h1 class="slds-page-header__title">BlackRoad OS Hub</h1>
+                        <p class="slds-page-header__meta-text">CRM Command Center</p>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Stats Cards -->
+    <div class="slds-grid slds-gutters slds-m-top_medium">
+        <div class="slds-col slds-size_1-of-4">
+            <lightning-card title="Connected CRMs" icon-name="standard:connected_apps">
+                <div class="slds-p-horizontal_medium">
+                    <p class="stat-number">{stats.activeCRMs} / {stats.totalCRMs}</p>
+                    <p class="stat-label">Active</p>
+                </div>
+            </lightning-card>
+        </div>
+        <div class="slds-col slds-size_1-of-4">
+            <lightning-card title="Total Households" icon-name="standard:household">
+                <div class="slds-p-horizontal_medium">
+                    <p class="stat-number">{stats.totalHouseholds}</p>
+                    <p class="stat-label">Client Households</p>
+                </div>
+            </lightning-card>
+        </div>
+        <div class="slds-col slds-size_1-of-4">
+            <lightning-card title="Total AUM" icon-name="standard:currency">
+                <div class="slds-p-horizontal_medium">
+                    <p class="stat-number">{formattedAUM}</p>
+                    <p class="stat-label">Assets Under Management</p>
+                </div>
+            </lightning-card>
+        </div>
+        <div class="slds-col slds-size_1-of-4">
+            <lightning-card title="Pending Actions" icon-name="standard:task">
+                <div class="slds-p-horizontal_medium">
+                    <p class="stat-number">{totalPending}</p>
+                    <p class="stat-label">Distributions / Events</p>
+                </div>
+            </lightning-card>
+        </div>
+    </div>
+
+    <!-- Main Content Grid -->
+    <div class="slds-grid slds-gutters slds-m-top_medium">
+        <!-- Connected CRMs -->
+        <div class="slds-col slds-size_1-of-2">
+            <lightning-card title="Connected CRMs" icon-name="standard:connected_apps">
+                <lightning-button slot="actions" label="Add CRM" onclick={handleAddCRM}></lightning-button>
+                <template if:true={connectedCRMs}>
+                    <lightning-datatable
+                        key-field="Id"
+                        data={connectedCRMs}
+                        columns={crmColumns}
+                        hide-checkbox-column
+                        onrowaction={handleCRMAction}>
+                    </lightning-datatable>
+                </template>
+                <template if:false={connectedCRMs}>
+                    <div class="slds-p-around_medium slds-text-align_center">
+                        <p>No CRMs connected yet.</p>
+                    </div>
+                </template>
+            </lightning-card>
+        </div>
+
+        <!-- CRM Products -->
+        <div class="slds-col slds-size_1-of-2">
+            <lightning-card title="CRM Products" icon-name="standard:product">
+                <template if:true={crmProducts}>
+                    <ul class="slds-has-dividers_bottom-space">
+                        <template for:each={crmProducts} for:item="product">
+                            <li key={product.Id} class="slds-item slds-p-around_small">
+                                <div class="slds-grid slds-grid_vertical-align-center">
+                                    <div class="slds-col slds-grow">
+                                        <p class="slds-text-heading_small">{product.Name}</p>
+                                        <p class="slds-text-body_small slds-text-color_weak">{product.Target_Vertical__c}</p>
+                                    </div>
+                                    <div class="slds-col">
+                                        <lightning-badge label={product.Version__c}></lightning-badge>
+                                    </div>
+                                </div>
+                            </li>
+                        </template>
+                    </ul>
+                </template>
+            </lightning-card>
+        </div>
+    </div>
+
+    <!-- Households Needing Attention -->
+    <div class="slds-m-top_medium">
+        <lightning-card title="Households Needing Attention" icon-name="standard:warning">
+            <template if:true={householdsNeedingAttention}>
+                <lightning-datatable
+                    key-field="Id"
+                    data={householdsNeedingAttention}
+                    columns={householdColumns}
+                    hide-checkbox-column
+                    onrowaction={handleHouseholdAction}>
+                </lightning-datatable>
+            </template>
+        </lightning-card>
+    </div>
+
+    <!-- Recent Compliance Activity -->
+    <div class="slds-m-top_medium">
+        <lightning-card title="Recent Compliance Activity" icon-name="standard:logging">
+            <template if:true={complianceLogs}>
+                <lightning-datatable
+                    key-field="Id"
+                    data={complianceLogs}
+                    columns={logColumns}
+                    hide-checkbox-column>
+                </lightning-datatable>
+            </template>
+        </lightning-card>
+    </div>
+</template>

force-app/main/default/lwc/blackroadHubDashboard/blackroadHubDashboard.js

@@ -0,0 +1,179 @@
+import { LightningElement, wire, track } from 'lwc';
+import { NavigationMixin } from 'lightning/navigation';
+import getConnectedCRMs from '@salesforce/apex/BlackRoadHubController.getConnectedCRMs';
+import getCRMProducts from '@salesforce/apex/BlackRoadHubController.getCRMProducts';
+import getHubStats from '@salesforce/apex/BlackRoadHubController.getHubStats';
+import getHouseholdsNeedingAttention from '@salesforce/apex/BlackRoadHubController.getHouseholdsNeedingAttention';
+import getRecentComplianceLogs from '@salesforce/apex/BlackRoadHubController.getRecentComplianceLogs';
+import syncCRM from '@salesforce/apex/BlackRoadHubController.syncCRM';
+import { ShowToastEvent } from 'lightning/platformShowToastEvent';
+
+export default class BlackroadHubDashboard extends NavigationMixin(LightningElement) {
+    @track stats = {};
+    @track connectedCRMs = [];
+    @track crmProducts = [];
+    @track householdsNeedingAttention = [];
+    @track complianceLogs = [];
+
+    crmColumns = [
+        { label: 'Name', fieldName: 'Name', type: 'text' },
+        { label: 'Type', fieldName: 'CRM_Type__c', type: 'text' },
+        { label: 'Status', fieldName: 'Status__c', type: 'text' },
+        { label: 'Vertical', fieldName: 'Vertical__c', type: 'text' },
+        { label: 'Records', fieldName: 'Record_Count__c', type: 'number' },
+        {
+            type: 'action',
+            typeAttributes: { rowActions: [
+                { label: 'Sync', name: 'sync' },
+                { label: 'View', name: 'view' }
+            ]}
+        }
+    ];
+
+    householdColumns = [
+        { label: 'Household', fieldName: 'Name', type: 'text' },
+        { label: 'AUM', fieldName: 'Total_AUM__c', type: 'currency' },
+        { label: 'Status', fieldName: 'Household_Status__c', type: 'text' },
+        { label: 'Next Review', fieldName: 'Next_Review_Date__c', type: 'date' },
+        {
+            type: 'action',
+            typeAttributes: { rowActions: [
+                { label: 'View', name: 'view' },
+                { label: 'Schedule Review', name: 'schedule' }
+            ]}
+        }
+    ];
+
+    logColumns = [
+        { label: 'Log #', fieldName: 'Name', type: 'text' },
+        { label: 'Type', fieldName: 'Log_Type__c', type: 'text' },
+        { label: 'Description', fieldName: 'Description__c', type: 'text' },
+        { label: 'Date', fieldName: 'CreatedDate', type: 'date' }
+    ];
+
+    @wire(getHubStats)
+    wiredStats({ error, data }) {
+        if (data) {
+            this.stats = data;
+        } else if (error) {
+            console.error('Error loading stats:', error);
+        }
+    }
+
+    @wire(getConnectedCRMs)
+    wiredCRMs({ error, data }) {
+        if (data) {
+            this.connectedCRMs = data;
+        } else if (error) {
+            console.error('Error loading CRMs:', error);
+        }
+    }
+
+    @wire(getCRMProducts)
+    wiredProducts({ error, data }) {
+        if (data) {
+            this.crmProducts = data;
+        } else if (error) {
+            console.error('Error loading products:', error);
+        }
+    }
+
+    @wire(getHouseholdsNeedingAttention)
+    wiredHouseholds({ error, data }) {
+        if (data) {
+            this.householdsNeedingAttention = data;
+        } else if (error) {
+            console.error('Error loading households:', error);
+        }
+    }
+
+    @wire(getRecentComplianceLogs, { recordLimit: 10 })
+    wiredLogs({ error, data }) {
+        if (data) {
+            this.complianceLogs = data;
+        } else if (error) {
+            console.error('Error loading logs:', error);
+        }
+    }
+
+    get formattedAUM() {
+        if (!this.stats.totalAUM) return '$0';
+        return new Intl.NumberFormat('en-US', {
+            style: 'currency',
+            currency: 'USD',
+            minimumFractionDigits: 0,
+            maximumFractionDigits: 0
+        }).format(this.stats.totalAUM);
+    }
+
+    get totalPending() {
+        return (this.stats.pendingDistributions || 0) + 
+               (this.stats.activeMortalityEvents || 0) + 
+               (this.stats.activeLiquidityEvents || 0);
+    }
+
+    handleAddCRM() {
+        this[NavigationMixin.Navigate]({
+            type: 'standard__objectPage',
+            attributes: {
+                objectApiName: 'Connected_CRM__c',
+                actionName: 'new'
+            }
+        });
+    }
+
+    handleCRMAction(event) {
+        const action = event.detail.action;
+        const row = event.detail.row;
+        
+        if (action.name === 'sync') {
+            this.syncCRMInstance(row.Id);
+        } else if (action.name === 'view') {
+            this[NavigationMixin.Navigate]({
+                type: 'standard__recordPage',
+                attributes: {
+                    recordId: row.Id,
+                    objectApiName: 'Connected_CRM__c',
+                    actionName: 'view'
+                }
+            });
+        }
+    }
+
+    handleHouseholdAction(event) {
+        const action = event.detail.action;
+        const row = event.detail.row;
+        
+        if (action.name === 'view') {
+            this[NavigationMixin.Navigate]({
+                type: 'standard__recordPage',
+                attributes: {
+                    recordId: row.Id,
+                    objectApiName: 'Client_Household__c',
+                    actionName: 'view'
+                }
+            });
+        }
+    }
+
+    async syncCRMInstance(crmId) {
+        try {
+            const result = await syncCRM({ crmId: crmId });
+            this.dispatchEvent(
+                new ShowToastEvent({
+                    title: 'Success',
+                    message: result,
+                    variant: 'success'
+                })
+            );
+        } catch (error) {
+            this.dispatchEvent(
+                new ShowToastEvent({
+                    title: 'Error',
+                    message: error.body.message,
+                    variant: 'error'
+                })
+            );
+        }
+    }
+}

force-app/main/default/lwc/blackroadHubDashboard/blackroadHubDashboard.js-meta.xml

@@ -0,0 +1,12 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<LightningComponentBundle xmlns="http://soap.sforce.com/2006/04/metadata">
+    <apiVersion>59.0</apiVersion>
+    <isExposed>true</isExposed>
+    <masterLabel>BlackRoad Hub Dashboard</masterLabel>
+    <description>Main dashboard for BlackRoad OS Hub - CRM Command Center</description>
+    <targets>
+        <target>lightning__AppPage</target>
+        <target>lightning__HomePage</target>
+        <target>lightning__Tab</target>
+    </targets>
+</LightningComponentBundle>

force-app/main/default/objects/CRM_Product__c/CRM_Product__c.object-meta.xml

@@ -0,0 +1,15 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
+    <deploymentStatus>Deployed</deploymentStatus>
+    <description>BlackRoad CRM Products/Solutions (Financial Advisor CRM, etc.)</description>
+    <enableActivities>true</enableActivities>
+    <enableHistory>true</enableHistory>
+    <enableReports>true</enableReports>
+    <label>CRM Product</label>
+    <nameField>
+        <label>Product Name</label>
+        <type>Text</type>
+    </nameField>
+    <pluralLabel>CRM Products</pluralLabel>
+    <sharingModel>ReadWrite</sharingModel>
+</CustomObject>

force-app/main/default/objects/CRM_Product__c/fields/Description__c.field-meta.xml

@@ -0,0 +1,8 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Description__c</fullName>
+    <label>Description</label>
+    <type>LongTextArea</type>
+    <length>32768</length>
+    <visibleLines>5</visibleLines>
+</CustomField>

force-app/main/default/objects/CRM_Product__c/fields/Flows_Included__c.field-meta.xml

@@ -0,0 +1,8 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Flows_Included__c</fullName>
+    <label>Flows Included</label>
+    <type>Number</type>
+    <precision>5</precision>
+    <scale>0</scale>
+</CustomField>

force-app/main/default/objects/CRM_Product__c/fields/Objects_Included__c.field-meta.xml

@@ -0,0 +1,21 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Objects_Included__c</fullName>
+    <label>Objects Included</label>
+    <type>MultiselectPicklist</type>
+    <visibleLines>5</visibleLines>
+    <valueSet>
+        <restricted>true</restricted>
+        <valueSetDefinition>
+            <sorted>false</sorted>
+            <value><fullName>Client Household</fullName><default>false</default><label>Client Household</label></value>
+            <value><fullName>Distribution Request</fullName><default>false</default><label>Distribution Request</label></value>
+            <value><fullName>Mortality Event</fullName><default>false</default><label>Mortality Event</label></value>
+            <value><fullName>Liquidity Event</fullName><default>false</default><label>Liquidity Event</label></value>
+            <value><fullName>Compliance Log</fullName><default>false</default><label>Compliance Log</label></value>
+            <value><fullName>Document Request</fullName><default>false</default><label>Document Request</label></value>
+            <value><fullName>Meeting</fullName><default>false</default><label>Meeting</label></value>
+            <value><fullName>Financial Account</fullName><default>false</default><label>Financial Account</label></value>
+        </valueSetDefinition>
+    </valueSet>
+</CustomField>

force-app/main/default/objects/CRM_Product__c/fields/Product_Code__c.field-meta.xml

@@ -0,0 +1,9 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Product_Code__c</fullName>
+    <label>Product Code</label>
+    <type>Text</type>
+    <length>50</length>
+    <unique>true</unique>
+    <externalId>true</externalId>
+</CustomField>

force-app/main/default/objects/CRM_Product__c/fields/Target_Vertical__c.field-meta.xml

@@ -0,0 +1,17 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Target_Vertical__c</fullName>
+    <label>Target Vertical</label>
+    <type>Picklist</type>
+    <valueSet>
+        <restricted>true</restricted>
+        <valueSetDefinition>
+            <sorted>false</sorted>
+            <value><fullName>Financial Services</fullName><default>true</default><label>Financial Services</label></value>
+            <value><fullName>Healthcare</fullName><default>false</default><label>Healthcare</label></value>
+            <value><fullName>Real Estate</fullName><default>false</default><label>Real Estate</label></value>
+            <value><fullName>Insurance</fullName><default>false</default><label>Insurance</label></value>
+            <value><fullName>Legal</fullName><default>false</default><label>Legal</label></value>
+        </valueSetDefinition>
+    </valueSet>
+</CustomField>

force-app/main/default/objects/CRM_Product__c/fields/Version__c.field-meta.xml

@@ -0,0 +1,7 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Version__c</fullName>
+    <label>Version</label>
+    <type>Text</type>
+    <length>20</length>
+</CustomField>

force-app/main/default/objects/Client_Household__c/Client_Household__c.object-meta.xml

@@ -0,0 +1,15 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
+    <deploymentStatus>Deployed</deploymentStatus>
+    <description>Client household for unified family view - Financial Advisor CRM</description>
+    <enableActivities>true</enableActivities>
+    <enableHistory>true</enableHistory>
+    <enableReports>true</enableReports>
+    <label>Client Household</label>
+    <nameField>
+        <label>Household Name</label>
+        <type>Text</type>
+    </nameField>
+    <pluralLabel>Client Households</pluralLabel>
+    <sharingModel>ReadWrite</sharingModel>
+</CustomObject>

force-app/main/default/objects/Client_Household__c/fields/Annual_Fee__c.field-meta.xml

@@ -0,0 +1,8 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Annual_Fee__c</fullName>
+    <label>Annual Fee</label>
+    <type>Currency</type>
+    <precision>18</precision>
+    <scale>2</scale>
+</CustomField>

force-app/main/default/objects/Client_Household__c/fields/Household_Status__c.field-meta.xml

@@ -0,0 +1,16 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Household_Status__c</fullName>
+    <label>Household Status</label>
+    <type>Picklist</type>
+    <valueSet>
+        <restricted>true</restricted>
+        <valueSetDefinition>
+            <sorted>false</sorted>
+            <value><fullName>Active</fullName><default>true</default><label>Active</label></value>
+            <value><fullName>Prospect</fullName><default>false</default><label>Prospect</label></value>
+            <value><fullName>Inactive</fullName><default>false</default><label>Inactive</label></value>
+            <value><fullName>Deceased Primary</fullName><default>false</default><label>Deceased Primary</label></value>
+        </valueSetDefinition>
+    </valueSet>
+</CustomField>

force-app/main/default/objects/Client_Household__c/fields/Last_Review_Date__c.field-meta.xml

@@ -0,0 +1,6 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Last_Review_Date__c</fullName>
+    <label>Last Review Date</label>
+    <type>Date</type>
+</CustomField>

force-app/main/default/objects/Client_Household__c/fields/Next_Review_Date__c.field-meta.xml

@@ -0,0 +1,6 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Next_Review_Date__c</fullName>
+    <label>Next Review Date</label>
+    <type>Date</type>
+</CustomField>

force-app/main/default/objects/Client_Household__c/fields/Primary_Contact__c.field-meta.xml

@@ -0,0 +1,9 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Primary_Contact__c</fullName>
+    <label>Primary Contact</label>
+    <type>Lookup</type>
+    <referenceTo>Contact</referenceTo>
+    <relationshipLabel>Primary Households</relationshipLabel>
+    <relationshipName>Primary_Households</relationshipName>
+</CustomField>

force-app/main/default/objects/Client_Household__c/fields/Risk_Tolerance__c.field-meta.xml

@@ -0,0 +1,17 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Risk_Tolerance__c</fullName>
+    <label>Risk Tolerance</label>
+    <type>Picklist</type>
+    <valueSet>
+        <restricted>true</restricted>
+        <valueSetDefinition>
+            <sorted>false</sorted>
+            <value><fullName>Conservative</fullName><default>false</default><label>Conservative</label></value>
+            <value><fullName>Moderately Conservative</fullName><default>false</default><label>Moderately Conservative</label></value>
+            <value><fullName>Moderate</fullName><default>true</default><label>Moderate</label></value>
+            <value><fullName>Moderately Aggressive</fullName><default>false</default><label>Moderately Aggressive</label></value>
+            <value><fullName>Aggressive</fullName><default>false</default><label>Aggressive</label></value>
+        </valueSetDefinition>
+    </valueSet>
+</CustomField>

force-app/main/default/objects/Client_Household__c/fields/Secondary_Contact__c.field-meta.xml

@@ -0,0 +1,9 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Secondary_Contact__c</fullName>
+    <label>Secondary Contact</label>
+    <type>Lookup</type>
+    <referenceTo>Contact</referenceTo>
+    <relationshipLabel>Secondary Households</relationshipLabel>
+    <relationshipName>Secondary_Households</relationshipName>
+</CustomField>

force-app/main/default/objects/Client_Household__c/fields/Total_AUM__c.field-meta.xml

@@ -0,0 +1,8 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Total_AUM__c</fullName>
+    <label>Total AUM</label>
+    <type>Currency</type>
+    <precision>18</precision>
+    <scale>2</scale>
+</CustomField>

force-app/main/default/objects/Compliance_Log__c/Compliance_Log__c.object-meta.xml

@@ -0,0 +1,16 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
+    <deploymentStatus>Deployed</deploymentStatus>
+    <description>FINRA-compliant audit trail for all client interactions</description>
+    <enableActivities>false</enableActivities>
+    <enableHistory>false</enableHistory>
+    <enableReports>true</enableReports>
+    <label>Compliance Log</label>
+    <nameField>
+        <displayFormat>LOG-{000000}</displayFormat>
+        <label>Log Number</label>
+        <type>AutoNumber</type>
+    </nameField>
+    <pluralLabel>Compliance Logs</pluralLabel>
+    <sharingModel>ReadWrite</sharingModel>
+</CustomObject>

force-app/main/default/objects/Compliance_Log__c/fields/Auto_Generated__c.field-meta.xml

@@ -0,0 +1,7 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Auto_Generated__c</fullName>
+    <label>Auto Generated</label>
+    <type>Checkbox</type>
+    <defaultValue>false</defaultValue>
+</CustomField>

force-app/main/default/objects/Compliance_Log__c/fields/Description__c.field-meta.xml

@@ -0,0 +1,8 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Description__c</fullName>
+    <label>Description</label>
+    <type>LongTextArea</type>
+    <length>32768</length>
+    <visibleLines>4</visibleLines>
+</CustomField>

force-app/main/default/objects/Compliance_Log__c/fields/Household__c.field-meta.xml

@@ -0,0 +1,9 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Household__c</fullName>
+    <label>Household</label>
+    <type>Lookup</type>
+    <referenceTo>Client_Household__c</referenceTo>
+    <relationshipLabel>Compliance Logs</relationshipLabel>
+    <relationshipName>Compliance_Logs</relationshipName>
+</CustomField>

force-app/main/default/objects/Compliance_Log__c/fields/Log_Type__c.field-meta.xml

@@ -0,0 +1,22 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Log_Type__c</fullName>
+    <label>Log Type</label>
+    <type>Picklist</type>
+    <valueSet>
+        <restricted>true</restricted>
+        <valueSetDefinition>
+            <sorted>false</sorted>
+            <value><fullName>Phone Call</fullName><default>false</default><label>Phone Call</label></value>
+            <value><fullName>Email</fullName><default>false</default><label>Email</label></value>
+            <value><fullName>Meeting</fullName><default>false</default><label>Meeting</label></value>
+            <value><fullName>Document Sent</fullName><default>false</default><label>Document Sent</label></value>
+            <value><fullName>Document Received</fullName><default>false</default><label>Document Received</label></value>
+            <value><fullName>Trade Executed</fullName><default>false</default><label>Trade Executed</label></value>
+            <value><fullName>Distribution</fullName><default>false</default><label>Distribution</label></value>
+            <value><fullName>Account Change</fullName><default>false</default><label>Account Change</label></value>
+            <value><fullName>Compliance Review</fullName><default>false</default><label>Compliance Review</label></value>
+            <value><fullName>Disclosure</fullName><default>false</default><label>Disclosure</label></value>
+        </valueSetDefinition>
+    </valueSet>
+</CustomField>

force-app/main/default/objects/Compliance_Log__c/fields/Logged_By__c.field-meta.xml

@@ -0,0 +1,9 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Logged_By__c</fullName>
+    <label>Logged By</label>
+    <type>Lookup</type>
+    <referenceTo>User</referenceTo>
+    <relationshipLabel>Compliance Logs</relationshipLabel>
+    <relationshipName>Compliance_Logs</relationshipName>
+</CustomField>

force-app/main/default/objects/Compliance_Log__c/fields/Related_Record_ID__c.field-meta.xml

@@ -0,0 +1,7 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Related_Record_ID__c</fullName>
+    <label>Related Record ID</label>
+    <type>Text</type>
+    <length>18</length>
+</CustomField>

force-app/main/default/objects/Connected_CRM__c/Connected_CRM__c.object-meta.xml

@@ -0,0 +1,15 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
+    <deploymentStatus>Deployed</deploymentStatus>
+    <description>Connected CRM instances managed by BlackRoad OS Hub</description>
+    <enableActivities>true</enableActivities>
+    <enableHistory>true</enableHistory>
+    <enableReports>true</enableReports>
+    <label>Connected CRM</label>
+    <nameField>
+        <label>CRM Name</label>
+        <type>Text</type>
+    </nameField>
+    <pluralLabel>Connected CRMs</pluralLabel>
+    <sharingModel>ReadWrite</sharingModel>
+</CustomObject>

force-app/main/default/objects/Connected_CRM__c/fields/API_Endpoint__c.field-meta.xml

@@ -0,0 +1,6 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>API_Endpoint__c</fullName>
+    <label>API Endpoint</label>
+    <type>Url</type>
+</CustomField>

force-app/main/default/objects/Connected_CRM__c/fields/CRM_Type__c.field-meta.xml

@@ -0,0 +1,18 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>CRM_Type__c</fullName>
+    <label>CRM Type</label>
+    <type>Picklist</type>
+    <valueSet>
+        <restricted>true</restricted>
+        <valueSetDefinition>
+            <sorted>false</sorted>
+            <value><fullName>Salesforce FSC</fullName><default>false</default><label>Salesforce FSC</label></value>
+            <value><fullName>SuiteCRM</fullName><default>false</default><label>SuiteCRM</label></value>
+            <value><fullName>EspoCRM</fullName><default>false</default><label>EspoCRM</label></value>
+            <value><fullName>HubSpot</fullName><default>false</default><label>HubSpot</label></value>
+            <value><fullName>Pipedrive</fullName><default>false</default><label>Pipedrive</label></value>
+            <value><fullName>Custom</fullName><default>false</default><label>Custom</label></value>
+        </valueSetDefinition>
+    </valueSet>
+</CustomField>

force-app/main/default/objects/Connected_CRM__c/fields/Instance_URL__c.field-meta.xml

@@ -0,0 +1,6 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Instance_URL__c</fullName>
+    <label>Instance URL</label>
+    <type>Url</type>
+</CustomField>

force-app/main/default/objects/Connected_CRM__c/fields/Last_Sync__c.field-meta.xml

@@ -0,0 +1,6 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Last_Sync__c</fullName>
+    <label>Last Sync</label>
+    <type>DateTime</type>
+</CustomField>

force-app/main/default/objects/Connected_CRM__c/fields/Record_Count__c.field-meta.xml

@@ -0,0 +1,8 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Record_Count__c</fullName>
+    <label>Record Count</label>
+    <type>Number</type>
+    <precision>18</precision>
+    <scale>0</scale>
+</CustomField>

force-app/main/default/objects/Connected_CRM__c/fields/Status__c.field-meta.xml

@@ -0,0 +1,16 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Status__c</fullName>
+    <label>Status</label>
+    <type>Picklist</type>
+    <valueSet>
+        <restricted>true</restricted>
+        <valueSetDefinition>
+            <sorted>false</sorted>
+            <value><fullName>Active</fullName><default>true</default><label>Active</label></value>
+            <value><fullName>Inactive</fullName><default>false</default><label>Inactive</label></value>
+            <value><fullName>Syncing</fullName><default>false</default><label>Syncing</label></value>
+            <value><fullName>Error</fullName><default>false</default><label>Error</label></value>
+        </valueSetDefinition>
+    </valueSet>
+</CustomField>

force-app/main/default/objects/Connected_CRM__c/fields/Vertical__c.field-meta.xml

@@ -0,0 +1,18 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Vertical__c</fullName>
+    <label>Industry Vertical</label>
+    <type>Picklist</type>
+    <valueSet>
+        <restricted>true</restricted>
+        <valueSetDefinition>
+            <sorted>false</sorted>
+            <value><fullName>Financial Services</fullName><default>true</default><label>Financial Services</label></value>
+            <value><fullName>Healthcare</fullName><default>false</default><label>Healthcare</label></value>
+            <value><fullName>Real Estate</fullName><default>false</default><label>Real Estate</label></value>
+            <value><fullName>Insurance</fullName><default>false</default><label>Insurance</label></value>
+            <value><fullName>Legal</fullName><default>false</default><label>Legal</label></value>
+            <value><fullName>General</fullName><default>false</default><label>General</label></value>
+        </valueSetDefinition>
+    </valueSet>
+</CustomField>

force-app/main/default/objects/Distribution_Request__c/Distribution_Request__c.object-meta.xml

@@ -0,0 +1,16 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
+    <deploymentStatus>Deployed</deploymentStatus>
+    <description>Distribution/withdrawal requests with compliance tracking</description>
+    <enableActivities>true</enableActivities>
+    <enableHistory>true</enableHistory>
+    <enableReports>true</enableReports>
+    <label>Distribution Request</label>
+    <nameField>
+        <displayFormat>DIST-{0000}</displayFormat>
+        <label>Request Number</label>
+        <type>AutoNumber</type>
+    </nameField>
+    <pluralLabel>Distribution Requests</pluralLabel>
+    <sharingModel>ReadWrite</sharingModel>
+</CustomObject>

force-app/main/default/objects/Distribution_Request__c/fields/Compliance_Notes__c.field-meta.xml

@@ -0,0 +1,8 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Compliance_Notes__c</fullName>
+    <label>Compliance Notes</label>
+    <type>LongTextArea</type>
+    <length>32768</length>
+    <visibleLines>3</visibleLines>
+</CustomField>

force-app/main/default/objects/Distribution_Request__c/fields/Delivery_Method__c.field-meta.xml

@@ -0,0 +1,16 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Delivery_Method__c</fullName>
+    <label>Delivery Method</label>
+    <type>Picklist</type>
+    <valueSet>
+        <restricted>true</restricted>
+        <valueSetDefinition>
+            <sorted>false</sorted>
+            <value><fullName>ACH</fullName><default>true</default><label>ACH (2-3 days)</label></value>
+            <value><fullName>Wire</fullName><default>false</default><label>Wire (same day, $25 fee)</label></value>
+            <value><fullName>Check - Standard</fullName><default>false</default><label>Check - Standard Mail</label></value>
+            <value><fullName>Check - Overnight</fullName><default>false</default><label>Check - Overnight ($30 fee)</label></value>
+        </valueSetDefinition>
+    </valueSet>
+</CustomField>

force-app/main/default/objects/Distribution_Request__c/fields/Federal_Withholding__c.field-meta.xml

@@ -0,0 +1,8 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Federal_Withholding__c</fullName>
+    <label>Federal Withholding %</label>
+    <type>Percent</type>
+    <precision>5</precision>
+    <scale>2</scale>
+</CustomField>

force-app/main/default/objects/Distribution_Request__c/fields/Gross_Amount__c.field-meta.xml

@@ -0,0 +1,8 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Gross_Amount__c</fullName>
+    <label>Gross Amount</label>
+    <type>Currency</type>
+    <precision>18</precision>
+    <scale>2</scale>
+</CustomField>

force-app/main/default/objects/Distribution_Request__c/fields/Household__c.field-meta.xml

@@ -0,0 +1,9 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Household__c</fullName>
+    <label>Household</label>
+    <type>Lookup</type>
+    <referenceTo>Client_Household__c</referenceTo>
+    <relationshipLabel>Distribution Requests</relationshipLabel>
+    <relationshipName>Distribution_Requests</relationshipName>
+</CustomField>

force-app/main/default/objects/Distribution_Request__c/fields/Net_Amount__c.field-meta.xml

@@ -0,0 +1,9 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Net_Amount__c</fullName>
+    <label>Net Amount</label>
+    <type>Currency</type>
+    <precision>18</precision>
+    <scale>2</scale>
+    <formula>Gross_Amount__c * (1 - BLANKVALUE(Federal_Withholding__c, 0) - BLANKVALUE(State_Withholding__c, 0))</formula>
+</CustomField>

force-app/main/default/objects/Distribution_Request__c/fields/Reason__c.field-meta.xml

@@ -0,0 +1,6 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Reason__c</fullName>
+    <label>Reason</label>
+    <type>TextArea</type>
+</CustomField>

force-app/main/default/objects/Distribution_Request__c/fields/Source_Account__c.field-meta.xml

@@ -0,0 +1,9 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Source_Account__c</fullName>
+    <label>Source Account</label>
+    <type>Lookup</type>
+    <referenceTo>Financial_Account__c</referenceTo>
+    <relationshipLabel>Distributions</relationshipLabel>
+    <relationshipName>Distributions</relationshipName>
+</CustomField>

force-app/main/default/objects/Distribution_Request__c/fields/State_Withholding__c.field-meta.xml

@@ -0,0 +1,8 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>State_Withholding__c</fullName>
+    <label>State Withholding %</label>
+    <type>Percent</type>
+    <precision>5</precision>
+    <scale>2</scale>
+</CustomField>

force-app/main/default/objects/Distribution_Request__c/fields/Status__c.field-meta.xml

@@ -0,0 +1,19 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Status__c</fullName>
+    <label>Status</label>
+    <type>Picklist</type>
+    <valueSet>
+        <restricted>true</restricted>
+        <valueSetDefinition>
+            <sorted>false</sorted>
+            <value><fullName>Draft</fullName><default>true</default><label>Draft</label></value>
+            <value><fullName>Pending Signature</fullName><default>false</default><label>Pending Signature</label></value>
+            <value><fullName>Pending Compliance</fullName><default>false</default><label>Pending Compliance</label></value>
+            <value><fullName>Approved</fullName><default>false</default><label>Approved</label></value>
+            <value><fullName>Processing</fullName><default>false</default><label>Processing</label></value>
+            <value><fullName>Completed</fullName><default>false</default><label>Completed</label></value>
+            <value><fullName>Rejected</fullName><default>false</default><label>Rejected</label></value>
+        </valueSetDefinition>
+    </valueSet>
+</CustomField>

force-app/main/default/objects/Distribution_Request__c/fields/Urgency__c.field-meta.xml

@@ -0,0 +1,15 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Urgency__c</fullName>
+    <label>Urgency</label>
+    <type>Picklist</type>
+    <valueSet>
+        <restricted>true</restricted>
+        <valueSetDefinition>
+            <sorted>false</sorted>
+            <value><fullName>Standard</fullName><default>true</default><label>Standard</label></value>
+            <value><fullName>Expedited</fullName><default>false</default><label>Expedited</label></value>
+            <value><fullName>Emergency</fullName><default>false</default><label>Emergency (Mortality/Hardship)</label></value>
+        </valueSetDefinition>
+    </valueSet>
+</CustomField>

force-app/main/default/objects/Financial_Account__c/Financial_Account__c.object-meta.xml

@@ -0,0 +1,15 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
+    <deploymentStatus>Deployed</deploymentStatus>
+    <description>Individual financial accounts - IRA, brokerage, annuity, etc.</description>
+    <enableActivities>true</enableActivities>
+    <enableHistory>true</enableHistory>
+    <enableReports>true</enableReports>
+    <label>Financial Account</label>
+    <nameField>
+        <label>Account Name</label>
+        <type>Text</type>
+    </nameField>
+    <pluralLabel>Financial Accounts</pluralLabel>
+    <sharingModel>ReadWrite</sharingModel>
+</CustomObject>

force-app/main/default/objects/Financial_Account__c/fields/Account_Number_Masked__c.field-meta.xml

@@ -0,0 +1,7 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Account_Number_Masked__c</fullName>
+    <label>Account Number</label>
+    <type>Text</type>
+    <length>20</length>
+</CustomField>

force-app/main/default/objects/Financial_Account__c/fields/Account_Type__c.field-meta.xml

@@ -0,0 +1,22 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Account_Type__c</fullName>
+    <label>Account Type</label>
+    <type>Picklist</type>
+    <valueSet>
+        <restricted>true</restricted>
+        <valueSetDefinition>
+            <sorted>false</sorted>
+            <value><fullName>Traditional IRA</fullName><default>false</default><label>Traditional IRA</label></value>
+            <value><fullName>Roth IRA</fullName><default>false</default><label>Roth IRA</label></value>
+            <value><fullName>401(k)</fullName><default>false</default><label>401(k)</label></value>
+            <value><fullName>403(b)</fullName><default>false</default><label>403(b)</label></value>
+            <value><fullName>Individual Brokerage</fullName><default>false</default><label>Individual Brokerage</label></value>
+            <value><fullName>Joint Brokerage</fullName><default>false</default><label>Joint Brokerage</label></value>
+            <value><fullName>Trust</fullName><default>false</default><label>Trust</label></value>
+            <value><fullName>Annuity</fullName><default>false</default><label>Annuity</label></value>
+            <value><fullName>529 Plan</fullName><default>false</default><label>529 Plan</label></value>
+            <value><fullName>External</fullName><default>false</default><label>External (Aggregated)</label></value>
+        </valueSetDefinition>
+    </valueSet>
+</CustomField>

force-app/main/default/objects/Financial_Account__c/fields/Current_Value__c.field-meta.xml

@@ -0,0 +1,8 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Current_Value__c</fullName>
+    <label>Current Value</label>
+    <type>Currency</type>
+    <precision>18</precision>
+    <scale>2</scale>
+</CustomField>

force-app/main/default/objects/Financial_Account__c/fields/Custodian__c.field-meta.xml

@@ -0,0 +1,18 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Custodian__c</fullName>
+    <label>Custodian</label>
+    <type>Picklist</type>
+    <valueSet>
+        <restricted>true</restricted>
+        <valueSetDefinition>
+            <sorted>false</sorted>
+            <value><fullName>Ameriprise</fullName><default>true</default><label>Ameriprise</label></value>
+            <value><fullName>Fidelity</fullName><default>false</default><label>Fidelity</label></value>
+            <value><fullName>Schwab</fullName><default>false</default><label>Schwab</label></value>
+            <value><fullName>Vanguard</fullName><default>false</default><label>Vanguard</label></value>
+            <value><fullName>TD Ameritrade</fullName><default>false</default><label>TD Ameritrade</label></value>
+            <value><fullName>Other</fullName><default>false</default><label>Other</label></value>
+        </valueSetDefinition>
+    </valueSet>
+</CustomField>

force-app/main/default/objects/Financial_Account__c/fields/Household__c.field-meta.xml

@@ -0,0 +1,9 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Household__c</fullName>
+    <label>Household</label>
+    <type>Lookup</type>
+    <referenceTo>Client_Household__c</referenceTo>
+    <relationshipLabel>Financial Accounts</relationshipLabel>
+    <relationshipName>Financial_Accounts</relationshipName>
+</CustomField>

force-app/main/default/objects/Financial_Account__c/fields/Is_Liquid__c.field-meta.xml

@@ -0,0 +1,7 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Is_Liquid__c</fullName>
+    <label>Is Liquid</label>
+    <type>Checkbox</type>
+    <defaultValue>true</defaultValue>
+</CustomField>

force-app/main/default/objects/Financial_Account__c/fields/Primary_Beneficiary__c.field-meta.xml

@@ -0,0 +1,7 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Primary_Beneficiary__c</fullName>
+    <label>Primary Beneficiary</label>
+    <type>Text</type>
+    <length>255</length>
+</CustomField>

force-app/main/default/objects/Financial_Account__c/fields/Registration__c.field-meta.xml

@@ -0,0 +1,18 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Registration__c</fullName>
+    <label>Registration/Title</label>
+    <type>Picklist</type>
+    <valueSet>
+        <restricted>true</restricted>
+        <valueSetDefinition>
+            <sorted>false</sorted>
+            <value><fullName>Individual</fullName><default>false</default><label>Individual</label></value>
+            <value><fullName>JTWROS</fullName><default>false</default><label>Joint Tenants (JTWROS)</label></value>
+            <value><fullName>TIC</fullName><default>false</default><label>Tenants in Common (TIC)</label></value>
+            <value><fullName>Community Property</fullName><default>false</default><label>Community Property</label></value>
+            <value><fullName>Trust</fullName><default>false</default><label>Trust</label></value>
+            <value><fullName>TOD</fullName><default>false</default><label>Transfer on Death (TOD)</label></value>
+        </valueSetDefinition>
+    </valueSet>
+</CustomField>

force-app/main/default/objects/Liquidity_Event__c/Liquidity_Event__c.object-meta.xml

@@ -0,0 +1,16 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
+    <deploymentStatus>Deployed</deploymentStatus>
+    <description>Business sales, large asset transfers, and liquidity events</description>
+    <enableActivities>true</enableActivities>
+    <enableHistory>true</enableHistory>
+    <enableReports>true</enableReports>
+    <label>Liquidity Event</label>
+    <nameField>
+        <displayFormat>LIQ-{0000}</displayFormat>
+        <label>Event Number</label>
+        <type>AutoNumber</type>
+    </nameField>
+    <pluralLabel>Liquidity Events</pluralLabel>
+    <sharingModel>ReadWrite</sharingModel>
+</CustomObject>

force-app/main/default/objects/Liquidity_Event__c/fields/Estimated_Tax__c.field-meta.xml

@@ -0,0 +1,8 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Estimated_Tax__c</fullName>
+    <label>Estimated Tax</label>
+    <type>Currency</type>
+    <precision>18</precision>
+    <scale>2</scale>
+</CustomField>

force-app/main/default/objects/Liquidity_Event__c/fields/Event_Type__c.field-meta.xml

@@ -0,0 +1,19 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Event_Type__c</fullName>
+    <label>Event Type</label>
+    <type>Picklist</type>
+    <valueSet>
+        <restricted>true</restricted>
+        <valueSetDefinition>
+            <sorted>false</sorted>
+            <value><fullName>Business Sale</fullName><default>false</default><label>Business Sale</label></value>
+            <value><fullName>Real Estate Sale</fullName><default>false</default><label>Real Estate Sale</label></value>
+            <value><fullName>Inheritance</fullName><default>false</default><label>Inheritance</label></value>
+            <value><fullName>Stock Options/RSU</fullName><default>false</default><label>Stock Options/RSU</label></value>
+            <value><fullName>Pension Lump Sum</fullName><default>false</default><label>Pension Lump Sum</label></value>
+            <value><fullName>Legal Settlement</fullName><default>false</default><label>Legal Settlement</label></value>
+            <value><fullName>Other</fullName><default>false</default><label>Other</label></value>
+        </valueSetDefinition>
+    </valueSet>
+</CustomField>

force-app/main/default/objects/Liquidity_Event__c/fields/Expected_Close_Date__c.field-meta.xml

@@ -0,0 +1,6 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Expected_Close_Date__c</fullName>
+    <label>Expected Close Date</label>
+    <type>Date</type>
+</CustomField>

force-app/main/default/objects/Liquidity_Event__c/fields/Gross_Proceeds__c.field-meta.xml

@@ -0,0 +1,8 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Gross_Proceeds__c</fullName>
+    <label>Gross Proceeds</label>
+    <type>Currency</type>
+    <precision>18</precision>
+    <scale>2</scale>
+</CustomField>

force-app/main/default/objects/Liquidity_Event__c/fields/Household__c.field-meta.xml

@@ -0,0 +1,9 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Household__c</fullName>
+    <label>Household</label>
+    <type>Lookup</type>
+    <referenceTo>Client_Household__c</referenceTo>
+    <relationshipLabel>Liquidity Events</relationshipLabel>
+    <relationshipName>Liquidity_Events</relationshipName>
+</CustomField>

force-app/main/default/objects/Liquidity_Event__c/fields/Net_Proceeds__c.field-meta.xml

@@ -0,0 +1,8 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Net_Proceeds__c</fullName>
+    <label>Net Proceeds</label>
+    <type>Currency</type>
+    <precision>18</precision>
+    <scale>2</scale>
+</CustomField>

force-app/main/default/objects/Liquidity_Event__c/fields/QSBS_Eligible__c.field-meta.xml

@@ -0,0 +1,16 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>QSBS_Eligible__c</fullName>
+    <label>QSBS Eligible</label>
+    <type>Picklist</type>
+    <valueSet>
+        <restricted>true</restricted>
+        <valueSetDefinition>
+            <sorted>false</sorted>
+            <value><fullName>Unknown</fullName><default>true</default><label>Unknown</label></value>
+            <value><fullName>Yes - Verified</fullName><default>false</default><label>Yes - Verified</label></value>
+            <value><fullName>No</fullName><default>false</default><label>No</label></value>
+            <value><fullName>Pending Review</fullName><default>false</default><label>Pending Review</label></value>
+        </valueSetDefinition>
+    </valueSet>
+</CustomField>

force-app/main/default/objects/Liquidity_Event__c/fields/Status__c.field-meta.xml

@@ -0,0 +1,18 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Status__c</fullName>
+    <label>Status</label>
+    <type>Picklist</type>
+    <valueSet>
+        <restricted>true</restricted>
+        <valueSetDefinition>
+            <sorted>false</sorted>
+            <value><fullName>Planning</fullName><default>true</default><label>Planning</label></value>
+            <value><fullName>LOI Signed</fullName><default>false</default><label>LOI Signed</label></value>
+            <value><fullName>Due Diligence</fullName><default>false</default><label>Due Diligence</label></value>
+            <value><fullName>Closing</fullName><default>false</default><label>Closing</label></value>
+            <value><fullName>Closed - Funds Received</fullName><default>false</default><label>Closed - Funds Received</label></value>
+            <value><fullName>Post-Close Planning</fullName><default>false</default><label>Post-Close Planning</label></value>
+        </valueSetDefinition>
+    </valueSet>
+</CustomField>

force-app/main/default/objects/Mortality_Event__c/Mortality_Event__c.object-meta.xml

@@ -0,0 +1,16 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
+    <deploymentStatus>Deployed</deploymentStatus>
+    <description>Death/estate processing workflow with beneficiary tracking</description>
+    <enableActivities>true</enableActivities>
+    <enableHistory>true</enableHistory>
+    <enableReports>true</enableReports>
+    <label>Mortality Event</label>
+    <nameField>
+        <displayFormat>MORT-{0000}</displayFormat>
+        <label>Event Number</label>
+        <type>AutoNumber</type>
+    </nameField>
+    <pluralLabel>Mortality Events</pluralLabel>
+    <sharingModel>ReadWrite</sharingModel>
+</CustomObject>

force-app/main/default/objects/Mortality_Event__c/fields/Date_of_Death__c.field-meta.xml

@@ -0,0 +1,6 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Date_of_Death__c</fullName>
+    <label>Date of Death</label>
+    <type>Date</type>
+</CustomField>

force-app/main/default/objects/Mortality_Event__c/fields/Death_Certificate_Received__c.field-meta.xml

@@ -0,0 +1,7 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Death_Certificate_Received__c</fullName>
+    <label>Death Certificate Received</label>
+    <type>Checkbox</type>
+    <defaultValue>false</defaultValue>
+</CustomField>

force-app/main/default/objects/Mortality_Event__c/fields/Deceased_Contact__c.field-meta.xml

@@ -0,0 +1,9 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Deceased_Contact__c</fullName>
+    <label>Deceased</label>
+    <type>Lookup</type>
+    <referenceTo>Contact</referenceTo>
+    <relationshipLabel>Mortality Events (Deceased)</relationshipLabel>
+    <relationshipName>Mortality_Events_Deceased</relationshipName>
+</CustomField>

force-app/main/default/objects/Mortality_Event__c/fields/Estate_Attorney__c.field-meta.xml

@@ -0,0 +1,7 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Estate_Attorney__c</fullName>
+    <label>Estate Attorney</label>
+    <type>Text</type>
+    <length>255</length>
+</CustomField>

force-app/main/default/objects/Mortality_Event__c/fields/Executor_Contact__c.field-meta.xml

@@ -0,0 +1,9 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Executor_Contact__c</fullName>
+    <label>Executor Contact</label>
+    <type>Lookup</type>
+    <referenceTo>Contact</referenceTo>
+    <relationshipLabel>Mortality Events (Executor)</relationshipLabel>
+    <relationshipName>Mortality_Events_Executor</relationshipName>
+</CustomField>

force-app/main/default/objects/Mortality_Event__c/fields/Executor_Name__c.field-meta.xml

@@ -0,0 +1,7 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Executor_Name__c</fullName>
+    <label>Executor Name</label>
+    <type>Text</type>
+    <length>255</length>
+</CustomField>

force-app/main/default/objects/Mortality_Event__c/fields/Household__c.field-meta.xml

@@ -0,0 +1,9 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Household__c</fullName>
+    <label>Household</label>
+    <type>Lookup</type>
+    <referenceTo>Client_Household__c</referenceTo>
+    <relationshipLabel>Mortality Events</relationshipLabel>
+    <relationshipName>Mortality_Events</relationshipName>
+</CustomField>

force-app/main/default/objects/Mortality_Event__c/fields/Probate_Required__c.field-meta.xml

@@ -0,0 +1,7 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Probate_Required__c</fullName>
+    <label>Probate Required</label>
+    <type>Checkbox</type>
+    <defaultValue>false</defaultValue>
+</CustomField>

force-app/main/default/objects/Mortality_Event__c/fields/Status__c.field-meta.xml

@@ -0,0 +1,18 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Status__c</fullName>
+    <label>Status</label>
+    <type>Picklist</type>
+    <valueSet>
+        <restricted>true</restricted>
+        <valueSetDefinition>
+            <sorted>false</sorted>
+            <value><fullName>Reported</fullName><default>true</default><label>Reported</label></value>
+            <value><fullName>Documents Gathering</fullName><default>false</default><label>Documents Gathering</label></value>
+            <value><fullName>Beneficiary Claims Filed</fullName><default>false</default><label>Beneficiary Claims Filed</label></value>
+            <value><fullName>Pending Probate</fullName><default>false</default><label>Pending Probate</label></value>
+            <value><fullName>Distributions Processing</fullName><default>false</default><label>Distributions Processing</label></value>
+            <value><fullName>Completed</fullName><default>false</default><label>Completed</label></value>
+        </valueSetDefinition>
+    </valueSet>
+</CustomField>

force-app/main/default/objects/Mortality_Event__c/fields/Surviving_Spouse__c.field-meta.xml

@@ -0,0 +1,9 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Surviving_Spouse__c</fullName>
+    <label>Surviving Spouse</label>
+    <type>Lookup</type>
+    <referenceTo>Contact</referenceTo>
+    <relationshipLabel>Mortality Events (Surviving)</relationshipLabel>
+    <relationshipName>Mortality_Events_Surviving</relationshipName>
+</CustomField>

force-app/main/default/objects/Mortality_Event__c/fields/Total_Estate_Value__c.field-meta.xml

@@ -0,0 +1,8 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Total_Estate_Value__c</fullName>
+    <label>Total Estate Value</label>
+    <type>Currency</type>
+    <precision>18</precision>
+    <scale>2</scale>
+</CustomField>

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

@@ -0,0 +1,78 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<PermissionSet xmlns="http://soap.sforce.com/2006/04/metadata">
+    <description>Full access to BlackRoad OS Hub</description>
+    <hasActivationRequired>false</hasActivationRequired>
+    <label>BlackRoad Hub Admin</label>
+    <objectPermissions>
+        <allowCreate>true</allowCreate>
+        <allowDelete>true</allowDelete>
+        <allowEdit>true</allowEdit>
+        <allowRead>true</allowRead>
+        <modifyAllRecords>true</modifyAllRecords>
+        <object>Connected_CRM__c</object>
+        <viewAllRecords>true</viewAllRecords>
+    </objectPermissions>
+    <objectPermissions>
+        <allowCreate>true</allowCreate>
+        <allowDelete>true</allowDelete>
+        <allowEdit>true</allowEdit>
+        <allowRead>true</allowRead>
+        <modifyAllRecords>true</modifyAllRecords>
+        <object>CRM_Product__c</object>
+        <viewAllRecords>true</viewAllRecords>
+    </objectPermissions>
+    <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>true</allowDelete>
+        <allowEdit>true</allowEdit>
+        <allowRead>true</allowRead>
+        <modifyAllRecords>true</modifyAllRecords>
+        <object>Financial_Account__c</object>
+        <viewAllRecords>true</viewAllRecords>
+    </objectPermissions>
+    <objectPermissions>
+        <allowCreate>true</allowCreate>
+        <allowDelete>true</allowDelete>
+        <allowEdit>true</allowEdit>
+        <allowRead>true</allowRead>
+        <modifyAllRecords>true</modifyAllRecords>
+        <object>Distribution_Request__c</object>
+        <viewAllRecords>true</viewAllRecords>
+    </objectPermissions>
+    <objectPermissions>
+        <allowCreate>true</allowCreate>
+        <allowDelete>true</allowDelete>
+        <allowEdit>true</allowEdit>
+        <allowRead>true</allowRead>
+        <modifyAllRecords>true</modifyAllRecords>
+        <object>Mortality_Event__c</object>
+        <viewAllRecords>true</viewAllRecords>
+    </objectPermissions>
+    <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>
+</PermissionSet>

force-app/main/default/tabs/CRM_Product__c.tab-meta.xml

@@ -0,0 +1,5 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
+    <customObject>true</customObject>
+    <motif>Custom50: Gears</motif>
+</CustomTab>

force-app/main/default/tabs/Client_Household__c.tab-meta.xml

@@ -0,0 +1,5 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
+    <customObject>true</customObject>
+    <motif>Custom24: House</motif>
+</CustomTab>

force-app/main/default/tabs/Compliance_Log__c.tab-meta.xml

@@ -0,0 +1,5 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
+    <customObject>true</customObject>
+    <motif>Custom18: Clipboard</motif>
+</CustomTab>

force-app/main/default/tabs/Connected_CRM__c.tab-meta.xml

@@ -0,0 +1,5 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
+    <customObject>true</customObject>
+    <motif>Custom66: Globe</motif>
+</CustomTab>

force-app/main/default/tabs/Distribution_Request__c.tab-meta.xml

@@ -0,0 +1,5 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
+    <customObject>true</customObject>
+    <motif>Custom20: Form</motif>
+</CustomTab>

force-app/main/default/tabs/Financial_Account__c.tab-meta.xml

@@ -0,0 +1,5 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
+    <customObject>true</customObject>
+    <motif>Custom12: Treasure Chest</motif>
+</CustomTab>

force-app/main/default/tabs/Liquidity_Event__c.tab-meta.xml

@@ -0,0 +1,5 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
+    <customObject>true</customObject>
+    <motif>Custom16: Bank</motif>
+</CustomTab>

force-app/main/default/tabs/Mortality_Event__c.tab-meta.xml

@@ -0,0 +1,5 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
+    <customObject>true</customObject>
+    <motif>Custom64: Scales</motif>
+</CustomTab>

package.json

@@ -0,0 +1,15 @@
+{
+  "name": "blackroad-salesforce-hub",
+  "version": "1.0.0",
+  "description": "BlackRoad OS Hub - Meta-CRM Platform",
+  "scripts": {
+    "deploy": "sf project deploy start",
+    "retrieve": "sf project retrieve start",
+    "create-scratch": "sf org create scratch -f config/project-scratch-def.json -a blackroad-hub",
+    "push": "sf project deploy start --target-org blackroad-hub",
+    "open": "sf org open --target-org blackroad-hub"
+  },
+  "devDependencies": {
+    "@salesforce/cli": "^2.0.0"
+  }
+}

sfdx-project.json

@@ -0,0 +1,12 @@
+{
+  "packageDirectories": [
+    {
+      "path": "force-app",
+      "default": true
+    }
+  ],
+  "name": "blackroad-os-hub",
+  "namespace": "",
+  "sfdcLoginUrl": "https://login.salesforce.com",
+  "sourceApiVersion": "59.0"
+}