ROLLTHATUP

Abstract

RollThatUp is a configuration-driven rollup engine for Salesforce that works across lookup relationships, not just master-detail. Admins define a rollup as metadata (sum, count, min, max, average), build filter conditions in a visual builder with real group logic, preview the result against live data before saving, and the platform deploys the trigger for them. No Apex written by the customer. Synchronous for small volumes with an asynchronous path behind it for scale, and a per-run log so an admin can see exactly what recalculated and why.

Provenance

Came out of the single most common gap in Salesforce delivery: roll-up summary fields only work on master-detail relationships, and half the data models that need a rollup are joined by lookups instead. Every org I have worked in solved it again, badly, with a one-off trigger.

Declassified

Two things I would defend in a review. First, security is structural rather than bolted on: queries run in user mode with field and object permissions enforced, and the filter builder compiles admin input into bound, selective queries rather than concatenating strings, so the usual injection surface is closed by construction. Second, the preview: an admin sees the numbers a configuration will produce before committing it, because the failure mode in this category is always a silent wrong rollup discovered a quarter later. It is public under Apache 2.0 and honestly early: the engine is real and validated in an org, the packaged product is the part still ahead of me.

Also in OPEN

• HERMES EDI 1,718 tests. mypy --strict. Bronze → Platinum medallion.
• HERMES BRIDGE Autonomy with the brakes wired in first.