Session Objective

QA the rest of the Sam Hub tiles and linked reports, then improve report drilldowns where the source reports did not let Sam inspect the underlying issues.

Completed

• Live Apex readback confirmed 19 canonical Sam dashboard tiles remain in the original order and each links to a Lightning source report.
• Analytics API describe was run across all 19 linked reports.
• Deployed report drilldown improvements to five reports: Active Case Load by Stage (Attorney), Case Load by Attorney, Tx Update Compliance by Case Manager, Demands Older than 60 Days w/o Offer, and Sam - Treating A Cases Older than 90 Day.
• Added useful detail columns including case manager, stage, rating, explanation, damages, last treatment update, primary treatment provider, lost wages, adjuster name, demand sent, and offer amount where relevant.
• Changed A 90 Plus sorting to Total Damages descending.

Validation

• Initial dry run 0AfUV000001Z1dN0AS surfaced grouping-column duplication errors, which were corrected.
• Passing dry run 0AfUV000001Z1ez0AC succeeded with SamHubTreatmentQaControllerTest.
• Live deploy 0AfUV000001Z1gb0AC succeeded with all 5 report components and SamHubTreatmentQaControllerTest.
• Post-deploy Analytics API readback confirmed the new detail columns and descending damages sort.

Remaining Watch Item

The Sam Hub call QA source sections still show recent treatment calls missing structured summary/next-step and duration values. That looks like a RingCentral or SAIL_Call_Log__c ingestion completeness issue rather than a dashboard/report-column issue.

Pickup Prompt

Continue by auditing the RingCentral treatment call ingestion path and confirm whether duration, summary, next-step, score, and RingSense transcript fields are being populated into SAIL_Call_Log__c for treatment status calls.