Session Objective
Make Sam Hub easier to process at a glance, preserve Sam's canonical dashboard order, add a Marketing tab with high-signal Marketing Center numbers, and add the requested FlexiPage-style tab structure.
Completed
- Verified live
LITIFY_ORG access before editing.
- Updated
SamHubTreatmentQaController to include six Marketing Center quick cards sourced from MarketingExecutivePulseController.getPulseData().
- Updated the Sam Hub LWC to add tabs: Overview, Marketing, Attorney Performance, Intake, Referrals, Finance, Trends, Staff Performance, Wins, Losses, Resources.
- Kept the canonical Sam dashboard first on Overview in the same report order.
- Changed executive lane cards to large number-first cards with short labels and source links.
- Moved detailed treatment QA source drilldowns to Resources and made treatment source clicks switch to the matching Resources source section.
- Updated local Litify environment diary and OPS ledger.
Validation
- Check-only deploy:
0AfUV000001Z1n30AC, succeeded with SamHubTreatmentQaControllerTest.
- Live quick deploy:
0AfUV000001Z1of0AC, succeeded.
- Live Apex readback confirmed six Marketing cards and number-first executive lane fields.
- Readback values at deploy time: Signed by Source 30D
132, YTD Spend $781,692.48, Cost Per Case $2,574.38, Lexington 30D 17, Spanish 30D 5, Trucking 30D 8.
Watch Items
- Combined controller readback used 65 SOQL queries. It is under the Salesforce limit but future heavy tabs should be lazy-loaded or split into separate Apex calls.
- Upstream call-log metadata remains a separate issue: treatment-linked call logs still show large summary/duration/score gaps.
Pickup Prompt
Continue Sam Hub by QAing the rendered Salesforce page visually, then decide whether non-Overview tabs should become native FlexiPage tab regions or stay as LWC-managed tabs. Prioritize adding real referral and attorney-performance source cards rather than placeholders.