blackroad-os/blackroad-salesforce-hub
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3 Commits

Author SHA1 Message Date
Alexa Louise
cbdbf1692b Add BlackRoad CRM enhancements - validation rules, relationships, views, app, and dashboard 
- Added 3 validation rules for Company__c (Require Industry, Valid Website, Positive Revenue)
- Created 8 lookup relationship fields connecting CRM objects
- Built 7 list views for Companies, Leads, Deals, Agents, Clients
- Updated 8 custom tabs with appropriate motif icons
- Created BlackRoad CRM Lightning App with unified navigation
- Added CRM Overview Dashboard with bar charts

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

Co-Authored-By: Claude <noreply@anthropic.com>
 2026-01-11 19:46:51 -06:00
Alexa Louise
eee13afebb 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>
 2026-01-11 17:37:39 -06:00
Alexa Louise
ee7e9aff64 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>
 2026-01-11 16:26:21 -06:00