Objective

Keep building Sam Hub into a source-backed executive command center that helps Sam see the firm as CEO, COO, and CMO. This session focused on bringing Marketing Center data into the adopted Sam Hub UI without slowing the Overview shell.

Evidence Source

• Live org grounding: LITIFY_ORG connected and a live litify_pm__Matter__c query succeeded.
• Skills used: litify-operator-core, litify-metadata-builder, litify-marketing-center, salesforce-design, and notion-knowledge-base.
• Source files changed: SamHubTreatmentQaController, SamHubTreatmentQaControllerTest, and samHubExecutiveCommandCenter LWC.
• Check-only deploy 0AfUV000001ZE7Z0AW passed with SamHubTreatmentQaControllerTest: 3 tests, 0 failures.
• Live deploy 0AfUV000001ZE9B0AW passed with the same 3 tests, 0 failures.
• Live readback: getMarketingDashboard() returned cards=6, roles=3, sources=6, segments=6, title CEO / COO / CMO Operating Brief, and 61 SOQL queries in the isolated Marketing tab transaction.
• Live shell readback stayed light: dashboardSections=0, marketingCards=0, Demand Prep total 106, and 4 SOQL queries.
• Mobile-width Playwright check: 390px viewport rendered Sam Hub, clicked Marketing, found CEO / COO / CMO Operating Brief, and reported no horizontal overflow (innerWidth=390, scrollWidth=390). Screenshot saved locally at /tmp/sam-hub-mobile-desktopua-2026-06-16.png.

Current State

Sam Hub Marketing tab now shows an Operating Brief section above the six existing quick-glance Marketing cards. The brief includes CEO, COO, and CMO role cards, top rolling-30 signed-source rows, and priority segment rows. It reuses MarketingExecutivePulseController.getPulseData() inside the lazy-loaded Marketing payload, so Overview remains fast and the heavier Marketing Center query work happens only when the Marketing tab loads.

The new mobile link is: https://samaguiarinjurylawyers2.lightning.force.com/lightning/n/Sam_Hub

Boundaries

• No Litify business records changed.
• No report definitions, dashboards, layouts, permissions, or Marketing Center source controller changed.
• Worktree was already dirty from prior Litify sessions; this session stayed scoped to the Sam Hub controller/test/LWC and OPS ledger.

Next Pickup

Continue centralizing executive views by adding similarly lazy-loaded panels for intake quality, finance/receivables, staff/workflow hygiene, and attorney performance. Keep each panel source-backed with matching source reports or exact Apex predicates. Consider a future optimization of MarketingExecutivePulseController.getPulseData() because the isolated Marketing tab still uses 61 SOQL queries, which is acceptable after lazy loading but close enough to monitor.