Summary

Read-only Salesforce CLI discovery was completed for the Payton Attorney Hub worktree at /Users/samaguiar/.config/superpowers/worktrees/sail-litify/attorney-hub-payton-complete-2026-05-17/Litify_AI_Integration_Project/salesforce-metadata against Salesforce alias LITIFY_ORG, live org samaguiarinjurylawyers2, Payton user 0055e000005xgfiAAA.

Accomplished

• Verified Payton Klatt is active in Salesforce.
• Verified the curated report folder Team Dashboard - Payton has 33 reports using the exact label in Report.FolderName.
• Confirmed live Payton matter base: 137 open matters and 626 closed matters.
• Produced compile-safe SOQL counts for the new tabs: Negotiation, Litigation, Performance, Opportunities, Roundtable, and Risk Radar.
• Used only read-only sf sobject describe, sf data query, and local read commands. No files were edited.

Key live counts

• Negotiation: 29 open matters in Negotiation stage; 70 open Payton insurance rows with Demand_Sent__c; 46 with Current_Offer__c; 15 demand 30+ days with no current offer; open negotiation rows by type: Initial Offer 46, Counter Offer 34, Initial Demand 26, Counter Demand 7.
• Litigation: 10 open matters in Litigation or Trial stage; 13 open matters with litify_pm__Moved_to_Litigation__c populated.
• Performance: 137 open matters; 10 opened this month; 18 opened in last 30 days; 74 opened this year; 59 closed this year; 55 YTD resolution records.
• Opportunities: 8 open Payton matters with client Next_Birthday__c in next 30 days; 8 of those have Receive_Birthday_Emails__c = TRUE; 1 open Payton matter is missing litify_pm__Client__r.litify_pm__Date_of_birth__c.
• Roundtable: 4 open matters with Roundtable__c populated: 2 Needs to Be Reviewed, 2 Reviewed - Case Needs Additional Workup; 133 blank.
• Risk Radar: 51 active medical requests 30+ days old with no date received; 15 demand 30+ days with no current offer; 10 open matters have SOL on or before 2026-09-17, of which 3 are future-dated within 120 days; 0 open Payton insurance rows missing Minimum_Known_Coverage_Single__c under the tested definition.

Hazards

• litify_pm__Matter_Stage_Activity_Formula__c compiles in SELECT but cannot be used in GROUP BY; use litify_pm__Matter_Stage_Activity__r.Name for grouped stage counts.
• Report.FolderName = 'Team_Dashboard_Payton' returns 0; the working live label is Team Dashboard - Payton.
• litify_pm__Request__c does not expose a native age or production field in describe output. Request aging should be based on litify_pm__Date_Requested__c, while production/no-production should use litify_pm__Date_Received__c plus Is_Active_Medical_Request__c and Suppress_from_Open_Request_Reports__c.
• Negotiation picklist values are specific: Initial Offer, Counter Offer, Initial Demand, Counter Demand. Do not filter on generic Offer.