Add Lightning App Page, Reports, and Dashboard for BlackRoad Hub
- Updated BlackRoad_Hub app with FA CRM tabs and improved structure - Added BlackRoad_Hub_Home flexipage with blackroadHubDashboard LWC - Created BlackRoad Hub Reports folder with 4 reports: - Households by AUM (summary with AUM tier buckets) - Pending Distributions (filtered by pending status) - Active Mortality Events (excludes closed events) - Compliance Log Activity (last 90 days grouped by type) - Created BlackRoad Hub Dashboard with all 4 reports App and FlexiPage deployed successfully to org. Reports and Dashboard metadata ready for deployment. 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>
This commit is contained in:
Alexa Louise
@@ -4,25 +4,23 @@
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<headerColor>#000000</headerColor>
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<headerColor>#000000</headerColor>
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<shouldOverrideOrgTheme>true</shouldOverrideOrgTheme>
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<shouldOverrideOrgTheme>true</shouldOverrideOrgTheme>
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</brand>
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</brand>
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<description>BlackRoad OS Hub - Meta-CRM Platform</description>
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<description>BlackRoad OS Hub - Financial Advisor CRM Command Center</description>
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<formFactors>
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<formFactors>Large</formFactors>
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<formFactor>Large</formFactor>
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</formFactors>
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<isNavAutoTempTabsDisabled>false</isNavAutoTempTabsDisabled>
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<isNavAutoTempTabsDisabled>false</isNavAutoTempTabsDisabled>
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<isNavPersonalizationDisabled>false</isNavPersonalizationDisabled>
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<isNavPersonalizationDisabled>false</isNavPersonalizationDisabled>
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<isNavTabPersistenceDisabled>false</isNavTabPersistenceDisabled>
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<isNavTabPersistenceDisabled>false</isNavTabPersistenceDisabled>
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<label>BlackRoad Hub</label>
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<label>BlackRoad Hub</label>
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<navType>Standard</navType>
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<navType>Standard</navType>
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<tabs>
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<tabs>standard-home</tabs>
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<tab>standard-home</tab>
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<tabs>Client_Household__c</tabs>
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<tab>Connected_CRM__c</tab>
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<tabs>Financial_Account__c</tabs>
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<tab>CRM_Product__c</tab>
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<tabs>Distribution_Request__c</tabs>
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<tab>Client_Household__c</tab>
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<tabs>Mortality_Event__c</tabs>
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<tab>Financial_Account__c</tab>
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<tabs>Liquidity_Event__c</tabs>
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<tab>Distribution_Request__c</tab>
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<tabs>Compliance_Log__c</tabs>
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<tab>Mortality_Event__c</tab>
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<tabs>Connected_CRM__c</tabs>
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<tab>Liquidity_Event__c</tab>
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<tabs>CRM_Product__c</tabs>
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<tab>Compliance_Log__c</tab>
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<tabs>standard-report</tabs>
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</tabs>
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<tabs>standard-Dashboard</tabs>
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<uiType>Lightning</uiType>
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<uiType>Lightning</uiType>
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</CustomApplication>
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</CustomApplication>
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@@ -0,0 +1,9 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<DashboardFolder xmlns="http://soap.sforce.com/2006/04/metadata">
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<folderShares>
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<accessLevel>View</accessLevel>
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<sharedTo>AllInternalUsers</sharedTo>
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<sharedToType>Group</sharedToType>
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</folderShares>
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<name>BlackRoad Hub Dashboards</name>
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</DashboardFolder>
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@@ -0,0 +1,96 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<Dashboard xmlns="http://soap.sforce.com/2006/04/metadata">
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<backgroundEndColor>#000000</backgroundEndColor>
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<backgroundFadeDirection>Diagonal</backgroundFadeDirection>
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<backgroundStartColor>#1a1a1a</backgroundStartColor>
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<chartTheme>dark</chartTheme>
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<colorPalette>unity</colorPalette>
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<dashboardChartTheme>dark</dashboardChartTheme>
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<dashboardColorPalette>unity</dashboardColorPalette>
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<dashboardType>SpecifiedUser</dashboardType>
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<description>BlackRoad OS Hub - Financial Advisor Command Center Dashboard</description>
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<isGridLayout>true</isGridLayout>
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<leftSection>
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<columnSize>Medium</columnSize>
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<components>
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<autoselectColumnsFromReport>true</autoselectColumnsFromReport>
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<chartAxisRange>Auto</chartAxisRange>
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<componentType>Donut</componentType>
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<displayUnits>Auto</displayUnits>
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<drillEnabled>true</drillEnabled>
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<drillToDetailEnabled>true</drillToDetailEnabled>
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<enableHover>true</enableHover>
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<expandOthers>false</expandOthers>
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<footer>Client Households by AUM Tier</footer>
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<header>Households by AUM</header>
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<legendPosition>Bottom</legendPosition>
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<report>BlackRoad_Hub_Reports/Households_by_AUM</report>
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<showPercentage>true</showPercentage>
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<showTotal>true</showTotal>
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<showValues>true</showValues>
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<sortBy>RowLabelAscending</sortBy>
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<useReportChart>false</useReportChart>
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</components>
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<components>
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<autoselectColumnsFromReport>true</autoselectColumnsFromReport>
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<chartAxisRange>Auto</chartAxisRange>
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<componentType>Table</componentType>
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<displayUnits>Auto</displayUnits>
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<drillEnabled>true</drillEnabled>
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<drillToDetailEnabled>true</drillToDetailEnabled>
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<footer>Distributions requiring immediate attention</footer>
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<header>Pending Distributions</header>
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<indicatorHighColor>#FF0000</indicatorHighColor>
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<indicatorLowColor>#00FF00</indicatorLowColor>
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<indicatorMiddleColor>#FFFF00</indicatorMiddleColor>
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<report>BlackRoad_Hub_Reports/Pending_Distributions</report>
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<showPicturesOnTables>true</showPicturesOnTables>
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<sortBy>RowLabelAscending</sortBy>
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</components>
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</leftSection>
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<middleSection>
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<columnSize>Medium</columnSize>
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<components>
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<autoselectColumnsFromReport>true</autoselectColumnsFromReport>
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<chartAxisRange>Auto</chartAxisRange>
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<componentType>Table</componentType>
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<displayUnits>Auto</displayUnits>
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<drillEnabled>true</drillEnabled>
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<drillToDetailEnabled>true</drillToDetailEnabled>
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<footer>Estate settlements in progress</footer>
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<header>Active Mortality Events</header>
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<indicatorHighColor>#FF0000</indicatorHighColor>
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<indicatorLowColor>#00FF00</indicatorLowColor>
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<indicatorMiddleColor>#FFFF00</indicatorMiddleColor>
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<report>BlackRoad_Hub_Reports/Active_Mortality_Events</report>
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<showPicturesOnTables>true</showPicturesOnTables>
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<sortBy>RowLabelAscending</sortBy>
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</components>
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</middleSection>
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<rightSection>
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<columnSize>Medium</columnSize>
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<components>
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<autoselectColumnsFromReport>true</autoselectColumnsFromReport>
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<chartAxisRange>Auto</chartAxisRange>
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<componentType>Bar</componentType>
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<displayUnits>Auto</displayUnits>
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<drillEnabled>true</drillEnabled>
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<drillToDetailEnabled>true</drillToDetailEnabled>
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<enableHover>true</enableHover>
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<expandOthers>false</expandOthers>
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<footer>Last 90 days of compliance activity</footer>
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<header>Compliance Log Activity</header>
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<legendPosition>Bottom</legendPosition>
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<report>BlackRoad_Hub_Reports/Compliance_Log_Activity</report>
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<showPercentage>false</showPercentage>
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<showValues>true</showValues>
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<sortBy>RowLabelAscending</sortBy>
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<useReportChart>false</useReportChart>
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</components>
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</rightSection>
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<runningUser>alexa@alexa.com</runningUser>
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<textColor>#FFFFFF</textColor>
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<title>BlackRoad Hub Dashboard</title>
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<titleColor>#F5A623</titleColor>
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<titleSize>12</titleSize>
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</Dashboard>
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@@ -0,0 +1,18 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<FlexiPage xmlns="http://soap.sforce.com/2006/04/metadata">
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<flexiPageRegions>
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<itemInstances>
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<componentInstance>
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<componentName>c:blackroadHubDashboard</componentName>
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<identifier>blackroadHubDashboard1</identifier>
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</componentInstance>
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</itemInstances>
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<name>main</name>
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<type>Region</type>
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</flexiPageRegions>
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<masterLabel>BlackRoad Hub Home</masterLabel>
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<template>
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<name>flexipage:defaultAppHomeTemplate</name>
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</template>
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<type>AppPage</type>
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</FlexiPage>
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@@ -0,0 +1,9 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<ReportFolder xmlns="http://soap.sforce.com/2006/04/metadata">
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<folderShares>
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<accessLevel>View</accessLevel>
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<sharedTo>AllInternalUsers</sharedTo>
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<sharedToType>Group</sharedToType>
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</folderShares>
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<name>BlackRoad Hub Reports</name>
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</ReportFolder>
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@@ -0,0 +1,60 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<Report xmlns="http://soap.sforce.com/2006/04/metadata">
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<columns>
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<field>Mortality_Event__c$Name</field>
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</columns>
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<columns>
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<field>Mortality_Event__c$Household__c</field>
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</columns>
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<columns>
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<field>Mortality_Event__c$Deceased_Contact__c</field>
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</columns>
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<columns>
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<field>Mortality_Event__c$Date_of_Death__c</field>
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</columns>
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<columns>
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<field>Mortality_Event__c$Death_Certificate_Received__c</field>
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</columns>
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<columns>
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<field>Mortality_Event__c$Executor_Name__c</field>
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</columns>
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<columns>
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<field>Mortality_Event__c$Total_Estate_Value__c</field>
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</columns>
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<columns>
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<field>Mortality_Event__c$Probate_Required__c</field>
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</columns>
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<columns>
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<field>Mortality_Event__c$Status__c</field>
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</columns>
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<columns>
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<field>Mortality_Event__c$Surviving_Spouse__c</field>
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</columns>
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<description>Active mortality events requiring ongoing estate management</description>
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<filter>
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<criteriaItems>
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<column>Mortality_Event__c$Status__c</column>
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<columnToColumn>false</columnToColumn>
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<isUnlocked>true</isUnlocked>
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<operator>notEqual</operator>
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<value>Closed,Completed</value>
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</criteriaItems>
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</filter>
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<format>Tabular</format>
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<name>Active Mortality Events</name>
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<params>
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<name>co</name>
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<value>1</value>
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</params>
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<reportType>Mortality_Event__c</reportType>
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<scope>organization</scope>
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<showDetails>true</showDetails>
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<showGrandTotal>true</showGrandTotal>
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<showSubTotals>true</showSubTotals>
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<sortColumn>Mortality_Event__c$Date_of_Death__c</sortColumn>
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<sortOrder>Desc</sortOrder>
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<timeFrameFilter>
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<dateColumn>Mortality_Event__c$CreatedDate</dateColumn>
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<interval>INTERVAL_CUSTOM</interval>
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</timeFrameFilter>
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</Report>
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@@ -0,0 +1,44 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<Report xmlns="http://soap.sforce.com/2006/04/metadata">
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<columns>
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<field>Compliance_Log__c$Name</field>
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</columns>
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<columns>
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<field>Compliance_Log__c$Household__c</field>
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</columns>
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<columns>
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<field>Compliance_Log__c$Description__c</field>
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</columns>
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<columns>
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<field>Compliance_Log__c$Logged_By__c</field>
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</columns>
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<columns>
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<field>Compliance_Log__c$Auto_Generated__c</field>
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</columns>
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<columns>
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<field>Compliance_Log__c$CreatedDate</field>
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</columns>
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<description>Recent compliance log activity across all households</description>
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<format>Summary</format>
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<groupingsDown>
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<dateGranularity>Day</dateGranularity>
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<field>Compliance_Log__c$Log_Type__c</field>
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<sortOrder>Asc</sortOrder>
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</groupingsDown>
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<name>Compliance Log Activity</name>
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<params>
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<name>co</name>
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<value>1</value>
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</params>
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<reportType>Compliance_Log__c</reportType>
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<scope>organization</scope>
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<showDetails>true</showDetails>
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<showGrandTotal>true</showGrandTotal>
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<showSubTotals>true</showSubTotals>
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<sortColumn>Compliance_Log__c$CreatedDate</sortColumn>
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<sortOrder>Desc</sortOrder>
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<timeFrameFilter>
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<dateColumn>Compliance_Log__c$CreatedDate</dateColumn>
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<interval>INTERVAL_LAST90</interval>
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</timeFrameFilter>
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</Report>
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@@ -0,0 +1,80 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<Report xmlns="http://soap.sforce.com/2006/04/metadata">
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<columns>
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<field>Client_Household__c$Name</field>
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</columns>
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<columns>
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<field>Client_Household__c$Total_AUM__c</field>
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</columns>
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<columns>
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<field>Client_Household__c$Household_Status__c</field>
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</columns>
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<columns>
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<field>Client_Household__c$Risk_Tolerance__c</field>
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</columns>
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<columns>
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<field>Client_Household__c$Last_Review_Date__c</field>
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</columns>
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<columns>
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<field>Client_Household__c$Next_Review_Date__c</field>
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</columns>
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<columns>
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<field>Client_Household__c$Annual_Fee__c</field>
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</columns>
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<description>All client households grouped and sorted by Assets Under Management</description>
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<format>Summary</format>
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<groupingsDown>
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<dateGranularity>Day</dateGranularity>
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<field>BucketField_37844048</field>
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<sortOrder>Desc</sortOrder>
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</groupingsDown>
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<name>Households by AUM</name>
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<params>
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<name>co</name>
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<value>1</value>
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</params>
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<reportType>Client_Household__c</reportType>
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<scope>organization</scope>
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<showDetails>true</showDetails>
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<showGrandTotal>true</showGrandTotal>
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<showSubTotals>true</showSubTotals>
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<sortColumn>Client_Household__c$Total_AUM__c</sortColumn>
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<sortOrder>Desc</sortOrder>
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<timeFrameFilter>
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<dateColumn>Client_Household__c$CreatedDate</dateColumn>
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<interval>INTERVAL_CUSTOM</interval>
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</timeFrameFilter>
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<buckets>
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||||||
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<bucketType>number</bucketType>
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<developerName>BucketField_37844048</developerName>
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<masterLabel>AUM Tier</masterLabel>
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<nullTreatment>n</nullTreatment>
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<sourceColumnName>Client_Household__c$Total_AUM__c</sourceColumnName>
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<values>
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<sourceValues>
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<to>250000</to>
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||||||
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</sourceValues>
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<value>Tier 4: Under $250K</value>
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</values>
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<values>
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<sourceValues>
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||||||
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<from>250000</from>
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<to>500000</to>
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||||||
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</sourceValues>
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||||||
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<value>Tier 3: $250K - $500K</value>
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||||||
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</values>
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||||||
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<values>
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||||||
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<sourceValues>
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||||||
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<from>500000</from>
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||||||
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<to>1000000</to>
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||||||
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</sourceValues>
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||||||
|
<value>Tier 2: $500K - $1M</value>
|
||||||
|
</values>
|
||||||
|
<values>
|
||||||
|
<sourceValues>
|
||||||
|
<from>1000000</from>
|
||||||
|
</sourceValues>
|
||||||
|
<value>Tier 1: $1M+</value>
|
||||||
|
</values>
|
||||||
|
</buckets>
|
||||||
|
</Report>
|
||||||
@@ -0,0 +1,57 @@
|
|||||||
|
<?xml version="1.0" encoding="UTF-8"?>
|
||||||
|
<Report xmlns="http://soap.sforce.com/2006/04/metadata">
|
||||||
|
<columns>
|
||||||
|
<field>Distribution_Request__c$Name</field>
|
||||||
|
</columns>
|
||||||
|
<columns>
|
||||||
|
<field>Distribution_Request__c$Household__c</field>
|
||||||
|
</columns>
|
||||||
|
<columns>
|
||||||
|
<field>Distribution_Request__c$Source_Account__c</field>
|
||||||
|
</columns>
|
||||||
|
<columns>
|
||||||
|
<field>Distribution_Request__c$Gross_Amount__c</field>
|
||||||
|
</columns>
|
||||||
|
<columns>
|
||||||
|
<field>Distribution_Request__c$Net_Amount__c</field>
|
||||||
|
</columns>
|
||||||
|
<columns>
|
||||||
|
<field>Distribution_Request__c$Delivery_Method__c</field>
|
||||||
|
</columns>
|
||||||
|
<columns>
|
||||||
|
<field>Distribution_Request__c$Urgency__c</field>
|
||||||
|
</columns>
|
||||||
|
<columns>
|
||||||
|
<field>Distribution_Request__c$Reason__c</field>
|
||||||
|
</columns>
|
||||||
|
<columns>
|
||||||
|
<field>Distribution_Request__c$CreatedDate</field>
|
||||||
|
</columns>
|
||||||
|
<description>All distribution requests with Pending status requiring action</description>
|
||||||
|
<filter>
|
||||||
|
<criteriaItems>
|
||||||
|
<column>Distribution_Request__c$Status__c</column>
|
||||||
|
<columnToColumn>false</columnToColumn>
|
||||||
|
<isUnlocked>true</isUnlocked>
|
||||||
|
<operator>equals</operator>
|
||||||
|
<value>Pending Approval,Submitted</value>
|
||||||
|
</criteriaItems>
|
||||||
|
</filter>
|
||||||
|
<format>Tabular</format>
|
||||||
|
<name>Pending Distributions</name>
|
||||||
|
<params>
|
||||||
|
<name>co</name>
|
||||||
|
<value>1</value>
|
||||||
|
</params>
|
||||||
|
<reportType>Distribution_Request__c</reportType>
|
||||||
|
<scope>organization</scope>
|
||||||
|
<showDetails>true</showDetails>
|
||||||
|
<showGrandTotal>true</showGrandTotal>
|
||||||
|
<showSubTotals>true</showSubTotals>
|
||||||
|
<sortColumn>Distribution_Request__c$Urgency__c</sortColumn>
|
||||||
|
<sortOrder>Asc</sortOrder>
|
||||||
|
<timeFrameFilter>
|
||||||
|
<dateColumn>Distribution_Request__c$CreatedDate</dateColumn>
|
||||||
|
<interval>INTERVAL_CUSTOM</interval>
|
||||||
|
</timeFrameFilter>
|
||||||
|
</Report>
|
||||||
Reference in New Issue
Block a user