Alexa Louise
cbdbf1692b
Add BlackRoad CRM enhancements - validation rules, relationships, views, app, and dashboard
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- 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
127d27b60a
Add BlackRoad Agency CRM for insurance and real estate
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- Agent__c: License, commission rate, hire date, agent type (insurance/RE)
- Policy__c: Type, premium, coverage, carrier, effective/expiration dates
- Listing__c: Property type, beds/baths/sqft, list/sale price, status
- Commission__c: Links to policies/listings, amount, type, payment status
- Client__c: Contact info, client type (buyer/seller/policyholder), source
Objects designed for dual-use: insurance agencies AND real estate brokerages.
Commissions track earnings from both policy sales and property transactions.
🤖 Generated with [Claude Code](https://claude.com/claude-code )
Co-Authored-By: Claude <noreply@anthropic.com >
2026-01-11 17:56:07 -06:00
Alexa Louise
f1f0148009
Add BlackRoad General CRM objects and fields
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- Added 5 custom objects: Lead__c, Deal__c, Company__c, Activity__c, Task__c
- Added fields for each object (email, phone, status, stage, amount, etc.)
- Created tabs for navigation
- Updated permission set with new object access
- Registered as CRM_Product__c: GENERAL_CRM
Objects included:
- Lead__c: Email, Phone, Company Name, Job Title, Lead Status, Lead Source, Notes
- Deal__c: Company, Amount, Stage, Close Date, Probability, Lead, Description
- Company__c: Website, Phone, Industry, Company Size, Annual Revenue, Status
- Activity__c: Type, Date, Duration, Subject, Notes, Outcome (linked to deals/leads)
- Task__c: Status, Priority, Due Date, Description (linked to deals/leads/companies)
🤖 Generated with [Claude Code](https://claude.com/claude-code )
Co-Authored-By: Claude <noreply@anthropic.com >
2026-01-11 17:41:02 -06:00
Alexa Louise
ee7e9aff64
Initial BlackRoad OS Hub - Meta-CRM Platform
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## 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
