Session objective

Reconcile Jimmy Attorney Hub stale-case rows after approval to count Last_Note_Date__c for generic activity, count RingCentral and Case Status for external communication, remove SMS Magic and Dialpad from active logic, and run the approved A-B follow-up: live stale-row mismatch report plus browser QA.

What was accomplished

• Confirmed live LITIFY_ORG access and ran live Apex/ SOQL verification.
• Confirmed the deployed MatterCommsRollup remediation is active and the backend stale-case definition now matches the approved rule.
• Ran a live mismatch report against Jimmy matters. Results: 140 open Jimmy matters queried, 119 eligible open non-Resolution matters, 8 current stale-case rows, and 111 suppressed as active by recent note or rollup activity.
• Confirmed Last_Note_Date__c now suffices as generic matter activity.
• Confirmed SMS Magic and Dialpad are no longer active logic sources for the shared rollup.
• Confirmed matter-linked RingCentral-era structured records and Case Status messages are part of the corrected communication activity definition.
• Retrieved live Jimmy Overview and Demand Prep LWC/controller source for inspection.
• Browser-QAed live Jimmy Attorney Hub in Chrome using Computer Use screenshot and accessibility state.
• Updated local evidence files: docs/attorney-hub-jimmy-no-activity-reconcile-2026-06-04.md, docs/litify-environment-diary.md, and OPS_LEDGER.md.

Current data result

Current stale-case rows under the corrected 30-day rule are Nancy Ellison, Jeremiah Lewis, Everett Farmer, Mary Jewell, Henri Cortez, Shikia Shanks, Tammy Lyons, and Harmony Railey. The original screenshot rows with May notes, including Elisabeth Rowan, Kelly Yunt, Jeffrey Johnson, Oscar Guevara, and Nila Harris, no longer qualify as stale under the corrected rule.

Final Apex QA returned AttorneyHubJimmyController.getOverview().todaysPrompts.size() = 16, including stale-case and other prompt types. Final Demand Prep Apex QA returned inDemandPrepTotal = 20, inDemandPrepOver20 = 18, mattersSize = 20, missingDecPage = 20, and missingPip = 20.

Browser QA finding

The live Chrome page loaded Attorney Hub - Jimmy | Salesforce, and the Overview showed updated dashboard tiles. However, the visible Today's prompts container remained empty after refresh even though live Apex returned 16 prompt records. Demand Prep showed aggregate tiles, but the case table showed an empty-state message even though live Apex returned 20 matter rows. Action Items showed no work-list rows.

Structured Chrome extraction was blocked by a Chrome extension overlay, so the final visual QA used Computer Use screenshot and accessibility inspection.

Decision and status

Backend stale activity logic is corrected and live. Visible Lightning rendering/list binding is not fully reconciled and should be handled as a separate staged UI remediation. No additional live UI deploy was performed in this follow-up because the issue is now distinct from the backend activity rule and needs a narrower fix.