Project System Management

Objectives    |    Features    |    Demonstration    |    Documentation    |    Author

📷 Layout

Screenshot:

🎯 Objectives

(Project System Management)
This project aims to create a simple project management system within Salesforce, leveraging standard platform features such as standard objects (Task) and Lightning Web Components (LWC), and extending the functionality with custom objects such as Projects__c and Milestones__c. The system allows you to track the lifecycle of a project, its milestones, and the tasks (to-dos) associated with each stage.

✨ Features

• 1. Automatic calculation of the % completion of Milestones based on tasks.
• 2. Automatic calculation of the % completion of Projects based on Milestones.
• 3. Automatic status control: “Not Started”, “In Progress” or “Completed.
• 4. Restriction with Validation Rules so that regular users cannot manually change the status of projects and milestones.

💻 Demonstration:

2025-05-28.18-15-35.mp4

🚴🏻‍♂️ Run the project

To download the project's source code to your machine, you will first need to have Git. With Git installed, run the following command in your terminal:

git clone https://github.com/GabrielMedradoS/Project-System-Management.git

To install the dependencies and run the project you will need to have node.js, installed on your machine, which comes with npm.

Install dependencies with npm:

# npm
npm install

Execute the project:

Log in a Org Salesforce, enter in the project management app. Create your first project 🚀

📜 Documentation

The main App is Project Management, there you will see all related tabs to make your first project.

You will see a full documentation under documents | Salesforce provided in email for more details.

👇 Click to view Project Dependencies

Package XML

<?xml version="1.0" encoding="UTF-8" standalone="yes" ?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
	<types>
		<members>Milestones__c.Validation_Rule_Change_Status</members>
		<members>Projects__c.Validation_Rule_Change_Status</members>
		<name>ValidationRule</name>
	</types>
	<types>
		<members>MilestoneTrigger</members>
		<members>TaskTrigger</members>
		<name>ApexTrigger</name>
	</types>
	<types>
		<members>TaskTriggerHandler</members>
		<members>TaskController</members>
		<members>TaskControllerTest</members>
		<members>MilestoneController</members>
		<members>MilestoneControllerTest</members>
		<members>MilestoneTriggerHandler</members>
		<members>MilestoneWrapper</members>
		<members>ProjectController</members>
		<members>ProjectMilestoneTaskProcessor</members>
		<members>ProjectMilestoneTaskProcessorTest</members>
		<members>ProjectWrapper</members>
		<members>TaskWrapper</members>
		<name>ApexClass</name>
	</types>
	<types>
		<members>Milestones__c.Milestone_Compact_Layout</members>
		<members>Projects__c.Project_Compact_Layout</members>
		<name>CompactLayout</name>
	</types>
	<types>
		<members>image_branding</members>
		<name>ContentAsset</name>
	</types>
	<types>
		<members>Project_Management</members>
		<name>CustomApplication</name>
	</types>
	<types>
		<members>Activity</members>
		<members>Milestones__c</members>
		<members>Projects__c</members>
		<members>Task</members>
		<name>CustomObject</name>
	</types>
	<types>
		<members>Milestones__c</members>
		<members>Projects__c</members>
		<name>CustomTab</name>
	</types>
	<types>
		<members>Milestone_Record_Page</members>
		<members>Project_Management_UtilityBar</members>
		<members>Project_Record_Page</members>
		<members>Task_Record_Page</members>
		<members>Project_Home_Page</members>
		<name>FlexiPage</name>
	</types>
	<types>
		<members>GlobalStatusValue</members>
		<name>GlobalValueSet</name>
	</types>
	<types>
		<members>Milestones__c-Milestone Layout</members>
		<members>Projects__c-Project Layout</members>
		<members>Task-Project Task Layout</members>
		<name>Layout</name>
	</types>
	<types>
		<members>approvalManagementForm</members>
		<members>milestoneManagmentForm</members>
		<members>progressBar</members>
		<members>projectOverview</members>
		<members>projectManagementForm</members>
		<members>tasksManagementForm</members>
		<name>LightningComponentBundle</name>
	</types>
	<types>
		<members>Projects__c.All</members>
		<members>Projects__c.Completed_Projects</members>
		<members>Projects__c.New_Projects</members>
		<members>Projects__c.On_going_Projects</members>
		<name>ListView</name>
	</types>
	<types>
		<members>Milestone_Status_Path</members>
		<members>Project_Status_Path</members>
		<name>PathAssistant</name>
	</types>
	<version>63.0</version>
</Package>

Dependencies

{
  "name": "salesforce-app",
  "private": true,
  "version": "1.0.0",
  "description": "Project System Management",
  "scripts": {
    "lint": "eslint **/{aura,lwc}/**/*.js",
    "test": "npm run test:unit",
    "test:unit": "sfdx-lwc-jest",
    "test:unit:watch": "sfdx-lwc-jest --watch",
    "test:unit:debug": "sfdx-lwc-jest --debug",
    "test:unit:coverage": "sfdx-lwc-jest --coverage",
    "prettier": "prettier --write \"**/*.{cls,cmp,component,css,html,js,json,md,page,trigger,xml,yaml,yml}\"",
    "prettier:verify": "prettier --check \"**/*.{cls,cmp,component,css,html,js,json,md,page,trigger,xml,yaml,yml}\"",
    "postinstall": "husky init",
    "precommit": "lint-staged",
    "prepare": "husky"
  },
  "devDependencies": {
    "@lwc/eslint-plugin-lwc": "^2.2.0",
    "@lwc/engine-dom": "^8.18.0",
    "@lwc/jest-preset": "^19.1.0",
    "@prettier/plugin-xml": "^3.4.1",
    "@salesforce/eslint-config-lwc": "^3.7.2",
    "@salesforce/eslint-plugin-aura": "^2.1.0",
    "@salesforce/eslint-plugin-lightning": "^1.0.0",
    "@salesforce/sfdx-lwc-jest": "^7.0.1",
    "eslint": "^8.57.0",
    "eslint-plugin-import": "^2.31.0",
    "eslint-plugin-jest": "^28.11.0",
    "husky": "^9.1.7",
    "jest": "^29.7.0",
    "lint-staged": "^15.5.1",
    "prettier": "^3.5.3",
    "prettier-plugin-apex": "^2.2.6"
  },
  "lint-staged": {
    "**/*.{cls,cmp,component,css,html,js,json,md,page,trigger,xml,yaml,yml}": [
      "prettier --write"
    ],
    "**/{aura,lwc}/**/*.js": ["eslint"]
  }
}

• Salesforce | documentation
• Trailhead | documentation

💡 Como contribuir

• Faça um fork desse repositório;
• Crie um branch para a sua feature: git checkout -b minha-feature;
• Faça um commit com suas alterações: git commit -m 'feat: Minha nova feature';
• Faça um push para o seu branch: git push origin minha-feature;
• Faça um pull request com sua feature;

Pull requests são sempre bem-vindos. Em caso de dúvidas ou sugestões, crie uma issue ou entre em contato comigo.

✍🏾 Autor

Gabriel Medrado