Summary of work done

Pivoted from the broader command-center build into live Litify report hygiene focused on Sam's Dashboard, Marketing Reports and Data, and Marketing Expense report families.

Confirmed Salesforce CLI access to the configured Litify org, so no user token was needed. The old 58 signed MTD value was a fallback/mock source and is no longer used for the live home card.

The Command Center home page now uses a direct live Matter query for MVA signed MTD, with Case Type = Automobile Accident and trucking/commercial vehicle lanes excluded. Current live value during this pass was 86. Companion Litify report checks showed why the mismatch existed: Sam's Dashboard all-case signed report returned 97, the existing MVA signed report returned 94, and the command-center home rule is narrower.

Removed unreliable home-page treatment of MTD marketing spend and cost-per-signed-case. Marketing spend now shows YTD total and YTD paid ad spend from Marketing_Expense__c, with the source link aligned to the object data rather than a broader or stale report. Current live values during this pass: YTD total $776,509 and paid ad spend YTD $491,291.

Added a sanitized source map and hygiene handoff at /Users/samaguiar/Documents/Projects/Repos/sail-command-center/docs/litify-report-hygiene-command-center-2026-05-25.md.

Updated implementation files in /Users/samaguiar/Documents/Projects/Repos/sail-command-center: src/lib/adapters/litify-salesforce.ts, src/lib/mock-data.ts, src/lib/adapters/litify-salesforce.test.ts, docs/architecture.md, and README.md.

QA completed

Ran npm test, npm run lint, and npm run build, all passed.

Started the local live-mode app on http://127.0.0.1:3007 and verified /api/dashboard-data returns live mode with MVA signed MTD = 86, Marketing YTD total = $776,509, and no stale 58, not final, cost-per-signed-case, or MTD marketing spend strings in the dashboard data.

Captured a TV-size visual QA screenshot at /Users/samaguiar/Documents/Projects/Repos/sail-command-center/artifacts/qa/2026-05-25/litify-report-hygiene-mva-signed-1920x1080.png.

Reason for ending session

This pass completed the requested pivot and produced a verified report-hygiene source correction. The next useful step is a decision about whether to create a canonical Litify report matching the exact command-center home rule.

Suggested next steps

Create a canonical Litify report for the exact home-page MVA signed rule, then point the command-center card source link to that report. Before doing so, confirm whether pedestrian and bus should remain in the page-1 MVA lane or become separate lanes.

After that, deepen Sam's Dashboard replication with stronger owner metrics: fees earned YTD, cases settled, cases dropped, cases referred, median fee, pre-lit average time on desk, and side-by-side attorney-team views based on Matter/Attorney Hub fields rather than intake-side principal-attorney fields.

Handoff for next agent

Start in /Users/samaguiar/Documents/Projects/Repos/sail-command-center. Do not reintroduce MTD marketing spend or cost per signed case on the home page. Use live Litify source checks before trusting report labels. The most important file to read first is /Users/samaguiar/Documents/Projects/Repos/sail-command-center/docs/litify-report-hygiene-command-center-2026-05-25.md.

Current local dev server may already be running at http://127.0.0.1:3007 with COMMAND_CENTER_DATA_MODE=live.

Pending self-audit choices for Sam: