Add NZC Audit dashboard, audit reports, Winter '27 list views, and docs - #3
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…nd docs - NZC Audit dashboard with a Reporting Year filter: emissions per asset across years (matrix), footprints by stage and by year x stage for stationary and fleet, orphaned footprints - Five supporting reports on the existing standalone report types - Six list views, one per NZC object, in their own manifest (package-4-list-views.xml) for the Winter '27 list-view inline-editing settings; kept out of package.xml so they never gate the core deploy - README: product naming history, page-layout dependency in the inline editing limits, Winter '27 list view section, updated counts - docs/building-your-own.md: matrix and dashboard filter syntax, the year-over-year formula recipe, list view column name space - CI manifest check now covers every manifest/*.xml and ListView members Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01XsipTUqX7dcQDkvUkaFCuC
Dry run against an NZC org validated 40/42 components; the audit dashboard and the asset-by-year matrix report failed only on description length. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01XsipTUqX7dcQDkvUkaFCuC
Dry run against an NZC org: 'Could not resolve list view column: NAME' on all six. Modern standard objects take the plain field API name. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01XsipTUqX7dcQDkvUkaFCuC
…nding Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01XsipTUqX7dcQDkvUkaFCuC
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September 2, 2026 14:52
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Summary
Closes the gap between the shipped dashboards and the CRM Analytics audit dashboard, and adds the Winter '27 list-view bulk-edit surface — all core Lightning, no CRMA licence.
Validated against a licensed Net Zero Cloud org (API 67.0):
package.xmldeployed 42/42 and is live;package-4-list-views.xmldry-ran 6/6.NZC Audit dashboard (
NZC_Dashboards/NZC_Audit)ReportingYearcolumn so stationary and fleet share one picker.5 new reports (all on existing standalone report types, no new report types)
Emissions_by_Asset_and_Year— matrix, asset down × reporting year across, Scope 1 / Scope 2 loc / Scope 2 mkt summedFootprints_by_Stage,Footprints_by_Year_and_Stage— stationaryFleet_Footprints_by_Stage,Fleet_Footprints_by_Year_and_Stage— fleet6 list views —
manifest/package-4-list-views.xml(optional, not inpackage.xml)One per NZC object under
force-app/main/default/objects/<Object>/listViews/, same narrow editable columns as the data-entry reports, for the two Winter '27 User Interface settings (inline edit with multiple record types; remove page-layout dependency). Kept in their own manifest because they only earn their place once those settings are on. Org finding recorded in the docs: NZC objects reject theNAMEcolumn key and take the plain field API nameName.Docs
NZC:stays; page-layout dependency added to the inline-editing limits table; new List views for bulk edits (Winter '27) section; counts updated to 21 reports / 3 dashboards / 6 list views.docs/building-your-own.md: matrix + dashboard-filter metadata syntax; the year-over-yearPREVGROUPVALformula as a UI recipe (deliberately not shipped as metadata — its internal column keys can't be verified without retrieving one Salesforce emitted); list view column keys on NZC objects.CI
Manifest check now iterates every
manifest/*.xmland resolvesListViewmembers toobjects/<Obj>/listViews/<Name>.listView-meta.xml.Fixes found by the org dry run
NAME→Name.🤖 Generated with Claude Code
https://claude.ai/code/session_01XsipTUqX7dcQDkvUkaFCuC