Sam asked for Austin Pollard's Attorney Hub Caseload Summary tab to focus on open matters: total active, treatment, demand prep, negotiation, litigation, trial, resolution, ratings distribution, all active cases grouped by stage, YTD assigned, and accurate cases with offers. The request also flagged that the displayed Austin offer count of 51 looked high.
I retrieved the live Austin caseload source from LITIFY_ORG, rebuilt the Caseload Summary controller and LWC, and deployed it live. The tab now shows top tiles for Cases Assigned YTD, Cases with Offers, Total Active, and each requested stage. It also includes ratings distribution in fixed order A+, A, B+, B, C+, C, plus Unrated, and an All Active Cases table grouped by Matter Stage and sorted within each stage by Days Since Incident descending. The table includes matter links, damages, rating, explanation of rating, and minimum known insurance.
The old offer count was replaced. The new definition is active open non-Resolution matters with related insurance Offer_Amount__c > 0 and Liability_Accepted__c = false. That returns Austin's current value of 24, not the prior 51-style number from Resolution settlement rows.
Displayed counts were moved away from synchronous report execution and into SOQL-backed controller queries. This matters because browser QA initially exposed a live Lightning load error caused by report-execution limits. The patched controller returned the payload with 12 SOQL queries, no report executions, and no DML.
Live Austin numbers after deployment: YTD assigned 99, Total Active 139, Treatment 53, Demand Prep 10, Negotiation 24, Litigation 16, Trial 4, Resolution 32. Rating distribution: A+ 27, A 50, B+ 0, B 45, C+ 0, C 17, Unrated 0.
Surface status: deployed to live LITIFY_ORG. No Litify business records were changed. No reports were deleted, renamed, or edited. Existing report links remain in the UI as source links.
Live Salesforce org: LITIFY_ORG, sam@kylawoffice.com. Deploys: check-only 0AfUV000001Z6A10AK, live 0AfUV000001Z6Bd0AK, report-limit patch 0AfUV000001Z6Er0AK, final CSS/table deploy 0AfUV000001Z6Mv0AK.
Test result: AttorneyHubAustinCaseloadSummaryCtrlTest, 1 passing, 0 failing on final deploy. Live anonymous Apex smoke check returned casesWithOffers=24, totalActive=139, 6 stage groups, 7 rating groups, and no report executions. Browser QA selected the live Caseload Summary tab, saw no load error, confirmed the requested counts and panels, and confirmed the All Active Cases table has grid row styling.
Modified files in /Users/samaguiar/Documents/Projects/Repos/sail-litify/Litify_AI_Integration_Project/salesforce-metadata: force-app/main/default/classes/AttorneyHubAustinCaseloadSummaryCtrl.cls, force-app/main/default/classes/AttorneyHubAustinCaseloadSummaryCtrlTest.cls, and force-app/main/default/lwc/attorneyHubAustinCaseloadSummary/*. Notes were appended to /Users/samaguiar/Documents/Projects/Repos/sail-litify/Litify_AI_Integration_Project/docs/litify-environment-diary.md and /Users/samaguiar/Documents/Projects/Repos/sail-litify/Litify_AI_Integration_Project/OPS_LEDGER.md.
A direct mouse click on the Salesforce tab did not switch tabs in the in-app browser because the Lightning shell exposed duplicate tab labels. Keyboard tab navigation worked and selected Caseload Summary. The in-app browser did not expose a viewport resize capability, so true mobile browser QA could not be completed. I added and checked CSS/static responsive rules for the new table instead.
The same caseload-summary pattern should be considered for the other attorney hubs so their tabs do not drift from Austin. Austin Overview also showed a separate live-number load error during QA; that appears unrelated to the Caseload Summary request and should be handled separately.
A. Apply this Austin caseload-summary pattern to all attorney hubs, recommended because it keeps hub behavior consistent and reduces report-limit risk. B. Apply it only to the highest-use hubs next. C. Leave Austin as the pilot and wait for team feedback. D. Other.