Thank you.
Here is the XML code:
<skuid__page unsavedchangeswarning="yes" personalizationmode="server" showsidebar="true" showheader="true" theme="CompactDataWorkspace">
<models>
<model id="AccountDetail" limit="1" query="true" createrowifnonefound="false" datasource="salesforce" sobject="Account">
<fields>
<field id="RecordTypeId"/>
<field id="RecordType.Name"/>
<field id="Name"/>
<field id="CreatedDate"/>
<field id="Id"/>
<field id="Description"/>
<field id="Assets_Under_Management_billions__c"/>
<field id="Assets__c"/>
<field id="Secondary_Priority__c"/>
<field id="BillingState"/>
<field id="Secondary_Coverage__c"/>
<field id="Secondary_Relationship_Mgr__c"/>
<field id="Primary_Relationship_Mgr__c"/>
<field id="Primary_Priority__c"/>
<field id="HQ_Head_Office__c"/>
<field id="Parent.Name"/>
<field id="ParentId"/>
<field id="Other_Type__c"/>
<field id="Type"/>
<field id="Num_Of_Deals__c"/>
<field id="Primary_Coverage__c"/>
<field id="Primary_Location__c"/>
<field id="Related_Fund__c"/>
<field id="TodaysDate" uionly="true" displaytype="FORMULA" length="255" ogdisplaytype="TEXT" readonly="true" returntype="DATE">
<formula>Today()</formula>
</field>
<field id="Secondary_Location__c"/>
</fields>
<conditions>
<condition type="param" value="Id" field="Id" operator="=" enclosevalueinquotes="true"/>
</conditions>
<actions/>
</model>
<model id="AllTasks" limit="" query="true" createrowifnonefound="false" datasource="salesforce" sobject="Task" orderby="CreatedDate DESC NULLS LAST">
<fields>
<field id="Description"/>
<field id="RelatedDeal__c"/>
<field id="RelatedDeal__r.Name"/>
<field id="RelatedItem__c"/>
<field id="CreatedBy.Name"/>
<field id="RelatedHolder__r.Name"/>
<field id="RelatedDDebt__r.Name"/>
<field id="RelatedDDebt__r.Opportunity__r.Name"/>
<field id="RelatedItemHolder" uionly="true" displaytype="FORMULA" length="255" ogdisplaytype="TEXT" readonly="true" returntype="TEXT">
<formula>CASE({{RelatedItem__c}}, "Deal","",
"Holder","",
"Holder & Debt",JOIN_TEXT(" - ", {{RelatedDeal__r.Name}}, {{RelatedDDebt__r.Opportunity__r.Name}}) ,
"Holder & Deal", {{RelatedDeal__r.Name}},
"Add to Formula")</formula>
</field>
<field id="CreatedDate"/>
<field id="RelatedDDebt__r.Opportunity__c"/>
<field id="RelatedHolder__c"/>
<field id="HolderTranche" uionly="true" displaytype="FORMULA" length="255" label="HolderTranche" ogdisplaytype="TEXT" readonly="true" returntype="TEXT">
<formula>JOIN_TEXT("-", {{RelatedHolder__c}},{{RelatedDDebt__r.Opportunity__c}})</formula>
</field>
<field id="ActivityDate"/>
</fields>
<conditions>
<condition type="param" value="Id" field="RelatedHolder__c" fieldtargetobjects="Account" operator="=" enclosevalueinquotes="true"/>
<condition type="fieldvalue" value="" enclosevalueinquotes="true" field="RelatedDeal__c" fieldtargetobjects="Opportunity" clientorserver="server" state="filterableoff" inactive="true" name="RelatedDeal__c"/>
<condition type="fieldvalue" value="" enclosevalueinquotes="true" field="RelatedDDebt__c" fieldtargetobjects="DealDebtHolder__c" clientorserver="server" state="filterableoff" inactive="true" name="RelatedDDebt__c"/>
</conditions>
<actions/>
</model>
<model id="DealsAgg" limit="" query="true" createrowifnonefound="false" datasource="salesforce" sobject="DealDebtHolder__c" type="aggregate">
<fields>
<field id="Id" name="countId" function="COUNT"/>
<field id="Debt_Amount__c" name="sumKnownDebt" function="SUM"/>
<field id="Total_Amount_mm__c" name="sumTotalAmountmmc" function="SUM"/>
<field id="LastNote" uionly="true" displaytype="FORMULA" length="255" label="Last Note" ogdisplaytype="TEXT" readonly="true" returntype="TEXT">
<formula>MODEL_LOOKUP("AllTasks", "Description", "RelatedDeal__c", {{Deal_Sort_Lookup__c}})</formula>
</field>
<field id="LastAct" uionly="true" displaytype="FORMULA" length="255" label="Last Act." ogdisplaytype="TEXT" readonly="true" returntype="DATE">
<formula>IF(MODEL_LOOKUP("AllTasks", "ActivityDate", "RelatedDeal__c", {{Deal_Sort_Lookup__c}}), MODEL_LOOKUP("AllTasks", "ActivityDate", "RelatedDeal__c", {{Deal_Sort_Lookup__c}}), "1900-01-01")</formula>
</field>
<field id="Probability_of_Sale_Rank__c" name="maxProbabilityofSaleRankc" function="MAX"/>
<field id="ProbOfSale" uionly="true" displaytype="FORMULA" length="255" label="Prob. of Sale" ogdisplaytype="TEXT" readonly="true" returntype="TEXT">
<formula>CASE({{maxProbabilityofSaleRankc}}, 9, "High", 8, "Low",6,"Sold to SVP",5, "Sold to Other",0,"Undefined","Undefined")</formula>
</field>
<field id="Probability_of_Sale_Rank__c" name="sumProbabilityofSaleRankc" function="SUM"/>
<field id="Last_Activity_Date__c" name="maxLastActivityDatec" function="MAX"/>
</fields>
<conditions>
<condition type="modelmerge" value="" field="Holder__c" fieldtargetobjects="Account" operator="=" model="AccountDetail" enclosevalueinquotes="true" mergefield="Id" novaluebehavior="noquery"/>
</conditions>
<actions/>
<groupby method="simple">
<field id="Deal_Sort_Lookup__c" name="Deal_Sort_Lookup__c"/>
<field id="Deal_Sort_Lookup__r.Name" name="dealSortLookuprName"/>
<field id="Holder__r.Name" name="holderrName"/>
</groupby>
</model>
<model id="Tasks" limit="20" query="false" createrowifnonefound="false" datasource="salesforce" sobject="Task" orderby="CreatedDate DESC NULLS LAST">
<fields>
<field id="Description"/>
<field id="RelatedDeal__c"/>
<field id="RelatedDeal__r.Name"/>
<field id="RelatedItem__c"/>
<field id="CreatedBy.Name"/>
<field id="RelatedHolder__r.Name"/>
<field id="RelatedDDebt__r.Name"/>
<field id="RelatedDDebt__r.Opportunity__r.Name"/>
<field id="RelatedItemHolder" uionly="true" displaytype="FORMULA" length="255" ogdisplaytype="TEXT" readonly="true" returntype="TEXT">
<formula>CASE({{RelatedItem__c}}, "Deal",{{RelatedDeal__r.Name}},
"Holder",{{RelatedHolder__r.Name}},
"Holder & Debt",JOIN_TEXT(" - ", {{RelatedDeal__r.Name}}, {{RelatedDDebt__r.Opportunity__r.Name}}) ,
"Holder & Tranche",JOIN_TEXT(" - ", {{RelatedDeal__r.Parent_Deal__r.Name}} , {{RelatedDeal__r.Name}}) ,
"Holder & Deal", {{RelatedDeal__r.Name}},
"Add to Formula")</formula>
</field>
<field id="RelatedDeal__r.Parent_Deal__r.Name"/>
<field id="ActivityDate"/>
</fields>
<conditions logic="(1 OR 2 ) AND 3 AND 4 AND 5">
<condition type="fieldvalue" value="" enclosevalueinquotes="true" field="RelatedDeal__c" fieldtargetobjects="Opportunity" clientorserver="server" state="filterableoff" inactive="true" name="RelatedDeal__c"/>
<condition type="fieldvalue" value="" enclosevalueinquotes="true" operator="=" field="RelatedDeal__r.Parent_Deal__c" fieldtargetobjects="Opportunity" clientorserver="server" state="filterableoff" inactive="true" name="RelatedDeal__r.Parent_Deal__c"/>
<condition type="param" value="Id" field="RelatedHolder__c" fieldtargetobjects="Account" operator="=" enclosevalueinquotes="true"/>
<condition type="fieldvalue" field="RelatedItem__c" operator="=" inactive="true" enclosevalueinquotes="true" name="__autofilter__RelatedItem__c" clientorserver="server" state="filterableoff" value=""/>
<condition type="fieldvalue" field="CreatedById" operator="=" inactive="true" enclosevalueinquotes="true" name="__autofilter__CreatedById" clientorserver="server" state="filterableoff" value=""/>
</conditions>
<actions/>
</model>
<model id="NewActivity" limit="1" query="false" createrowifnonefound="false" datasource="salesforce" sobject="Task">
<fields>
<field id="Id"/>
<field id="Description"/>
</fields>
<conditions>
<condition type="fieldvalue" value="Note" enclosevalueinquotes="true" field="Type" clientorserver="server" operator="="/>
<condition type="fieldvalue" value="TODAY" enclosevalueinquotes="false" field="ActivityDate" operator="="/>
<condition type="fieldvalue" value="Completed" enclosevalueinquotes="true" field="Status"/>
<condition type="fieldvalue" value="New" enclosevalueinquotes="true" field="Subject"/>
<condition type="fieldvalue" value="" enclosevalueinquotes="true" field="WhatId" fieldtargetobjects="Account,Asset,AssetRelationship,Campaign,Case,CommSubscriptionConsent,ContactRequest,Contract,DealDebtHolder__c,Funds__c,Image,ListEmail,Location,Opportunity,Order,PartyConsent,Product2,Quote,Solution" clientorserver="server" state="filterableoff" inactive="true" name="WhatId"/>
<condition type="fieldvalue" value="" enclosevalueinquotes="true" field="RelatedDeal__c" fieldtargetobjects="Opportunity" clientorserver="server" state="filterableoff" inactive="true" name="RelatedDeal__c"/>
<condition type="fieldvalue" value="" enclosevalueinquotes="true" field="RelatedHolder__c" fieldtargetobjects="Account" clientorserver="server" state="filterableoff" inactive="true" name="RelatedHolder__c"/>
<condition type="fieldvalue" value="" enclosevalueinquotes="true" field="RelatedItem__c" clientorserver="server" state="filterableoff" inactive="true" name="RelatedItem__c"/>
<condition type="fieldvalue" value="" enclosevalueinquotes="true" field="RelatedDDebt__c" fieldtargetobjects="DealDebtHolder__c" clientorserver="server" state="filterableoff" inactive="true" name="RelatedDDebt__c"/>
<condition type="fieldvalue" value="NOW" enclosevalueinquotes="false" field="Activity_Time__c" operator="="/>
</conditions>
<actions/>
</model>
<model id="Attachments" limit="" query="true" createrowifnonefound="false" datasource="salesforce" sobject="ContentDocumentLink" orderby="ContentDocument.CreatedDate DESC">
<fields>
<field id="ContentDocumentId"/>
<field id="ContentDocument.Title"/>
<field id="Id"/>
<field id="LinkedEntityId"/>
<field id="LinkedEntity.Name"/>
<field id="ContentDocument.Id"/>
<field id="ContentDocument.CreatedDate"/>
<field id="ContentDocument.CreatedById"/>
<field id="ContentDocument.CreatedBy.Name"/>
<field id="ContentDocument.FileExtension"/>
<field id="ContentDocument.FileType"/>
<field id="ContentDocument.LatestPublishedVersionId"/>
<field id="ContentDocument.LatestPublishedVersion.Title"/>
</fields>
<conditions>
<condition type="modelmerge" value="" field="LinkedEntityId" fieldtargetobjects="Account,Asset,AssetRelationship,Campaign,Case,CollaborationGroup,CommSubscription,CommSubscriptionChannelType,CommSubscriptionConsent,CommSubscriptionTiming,Contact,ContentWorkspace,Contract,Dashboard,DashboardComponent,DealDebtHolder__c,ESG__c,EmailMessage,EmailTemplate,EngagementChannelType,EnhancedLetterhead,Event,Exclusions_List__c,Field_Trip__Field_Analysis__c,Field_Trip__Field_Analytic_Config__c,Field_Trip__Logistics__c,Field_Trip__Object_Analysis__c,Funds__c,Image,Lead,ListEmail,Location,Opportunity,Order,OrderItem,Organization,PartyConsent,Product2,ProfileSkill,ProfileSkillEndorsement,ProfileSkillUser,Quote,Report,SRI__c,Site,Solution,Task,Topic,User,WorkBadgeDefinition,dupcheck__dc3Duplicate__c,dupcheck__dc3Log__c,dupcheck__dcAnalytics__c,dupcheck__dcAudit__c,dupcheck__dcDelta__c,dupcheck__dcDiscard__c,dupcheck__dcFrequent__c,dupcheck__dcGroup__c,dupcheck__dcIndex__c,dupcheck__dcJob__c,dupcheck__dcLayout__c,dupcheck__dcQueue__c,dupcheck__dcTemp__c,skuid__Auth_Provider_Credential__c,skuid__Auth_Provider__c,skuid__Component_Pack__c,skuid__Data_Service__c,skuid__Encryption_Settings__c,skuid__Feedback_Response__c,skuid__Feedback__c,skuid__Image__c,skuid__Loader_Service_Modstamp__c,skuid__Model_Service_Adapter__c,skuid__Model_Service_Credential__c,skuid__Model_Service__c,skuid__Page_Assignment__c,skuid__Page_Interaction__c,skuid__Page_Version__c,skuid__Page__c,skuid__Personalization_Settings__c,skuid__Preferences__c,skuid__Theme__c,slackv2__Message_Destination__c,slackv2__Recent_Channel__c,slackv2__Setup_Data__c,slackv2__Slack_Auth__c,slackv2__Slack_Message__c,slackv2__Slack_Settings__c,slackv2__Subscription_Condition__c,slackv2__Subscription_Object__c,slackv2__Subscription_Type__c,slackv2__Subscription__c" operator="=" model="AccountDetail" enclosevalueinquotes="true" mergefield="Id" novaluebehavior="noquery"/>
</conditions>
<actions/>
</model>
<model id="DealDebts" limit="" query="true" createrowifnonefound="false" datasource="salesforce" sobject="DealDebtHolder__c">
<fields>
<field id="Name"/>
<field id="Opportunity__r.Name"/>
<field id="Amount__c"/>
<field id="CurrencyIsoCode"/>
<field id="Probability_of_Sale__c"/>
<field id="Opportunity__r.Parent_Deal__c"/>
<field id="Opportunity__r.Parent_Deal__r.Name"/>
<field id="Deal_Sort_Lookup__c"/>
<field id="Deal_Sort_Lookup__r.Name"/>
<field id="Id"/>
<field id="LastTaskComment__c"/>
<field id="Debt_Amount__c"/>
<field id="Opportunity__c"/>
<field id="LastTaskDate__c"/>
</fields>
<conditions>
<condition type="param" value="Id" field="Holder__c" fieldtargetobjects="Account" operator="=" enclosevalueinquotes="true"/>
<condition type="fieldvalue" value="" enclosevalueinquotes="true" field="Deal_Sort_Lookup__c" fieldtargetobjects="Opportunity" clientorserver="server" state="filterableon" inactive="false" name="Deal_Sort_Lookup__c"/>
</conditions>
<actions/>
</model>
<model id="UI_Model" limit="20" query="true" createrowifnonefound="true" datasource="Ui-Only">
<fields>
<field id="ProbofSale" displaytype="PICKLIST" length="255" label="Prob. of Sale" ogdisplaytype="TEXT" picklistsource="manual" returntype="TEXT" defaultvaluetype="fieldvalue" defaultValue="Low">
<picklistentries>
<entry value="High" label="High"/>
<entry value="Low" label="Low"/>
<entry value="Sold to SVP" label="Sold to SVP"/>
<entry value="Sold to Other" label="Sold to Other"/>
</picklistentries>
</field>
</fields>
<conditions/>
<actions/>
</model>
<model id="HolderTranchesToUpdate" limit="" query="false" datasource="salesforce" sobject="DealDebtHolder__c">
<fields>
<field id="Id"/>
<field id="Probability_of_Sale__c"/>
<field id="Name"/>
<field id="Holder__c"/>
<field id="Holder__r.Name"/>
<field id="Opportunity__c"/>
<field id="Opportunity__r.Name"/>
<field id="Opportunity__r.Parent_Deal__c"/>
<field id="Opportunity__r.Parent_Deal__r.Name"/>
<field id="Deal_Sort_Lookup__c"/>
<field id="Deal_Sort_Lookup__r.Name"/>
</fields>
<conditions>
<condition type="param" value="Id" field="Holder__c" fieldtargetobjects="Account" operator="=" enclosevalueinquotes="true" novaluebehavior="noquery"/>
<condition type="fieldvalue" value="" enclosevalueinquotes="true" field="Deal_Sort_Lookup__c" fieldtargetobjects="Opportunity" clientorserver="server" state="filterableon" inactive="false" name="Deal_Sort_Lookup__c"/>
<condition type="fieldvalue" value="" enclosevalueinquotes="true" field="Opportunity__c" fieldtargetobjects="Opportunity" clientorserver="server" state="filterableon" inactive="false" name="Opportunity__c"/>
</conditions>
<actions/>
</model>
<model id="HolderListforTranches" limit="" query="true" createrowifnonefound="false" datasource="salesforce" sobject="DealDebtHolder__c" type="aggregate">
<fields>
<field id="Id" name="countId" function="COUNT"/>
<field id="OpenCount" uionly="true" displaytype="FORMULA" length="255" ogdisplaytype="TEXT" readonly="true" returntype="DOUBLE" label="Open Count" precision="9" scale="0">
<formula>{{countId}} - {{sumIsSoldc}}</formula>
</field>
<field id="Debt_Amount__c" name="sumDebtAmountc" function="SUM"/>
<field id="OpenAmount" uionly="true" displaytype="FORMULA" length="255" ogdisplaytype="TEXT" precision="9" scale="2" readonly="true" returntype="DOUBLE">
<formula>{{sumDebtAmountc}}- {{sumIsSoldAmtc}}</formula>
</field>
<field id="ProbOfSale" uionly="true" displaytype="FORMULA" length="255" ogdisplaytype="TEXT" readonly="true" returntype="TEXT" label="Prob. of Sale">
<formula>CASE({{maxProbabilityofSaleRankc}}, 9, "High", 8, "Low",6,"Sold to SVP",5, "Sold to Other",0,"Undefined","Undefined")</formula>
</field>
<field id="IsSoldAmt__c" name="sumIsSoldAmtc" function="SUM"/>
<field id="Probability_of_Sale_Rank__c" name="maxProbabilityofSaleRankc" function="MAX"/>
<field id="LastNote" uionly="true" displaytype="FORMULA" length="255" ogdisplaytype="TEXT" readonly="true" returntype="TEXT" label="Last Note">
<formula>MODEL_LOOKUP("AllTasks", "Description", "HolderTranche",JOIN_TEXT("-", {{holderrId}},{{opportunityrId}}))</formula>
</field>
<field id="LastAct" uionly="true" displaytype="FORMULA" length="255" label="Last Act." ogdisplaytype="TEXT" readonly="true" returntype="DATE">
<formula>MODEL_LOOKUP("AllTasks", "CreatedDate", "HolderTranche",JOIN_TEXT("-", {{holderrId}},{{opportunityrId}}))</formula>
</field>
<field id="Probability_of_Sale_Rank__c" name="sumProbabilityofSaleRankc" function="SUM"/>
</fields>
<conditions>
<condition type="param" value="Id" field="Holder__c" fieldtargetobjects="Account" operator="=" enclosevalueinquotes="true" novaluebehavior="noquery"/>
</conditions>
<actions>
<action>
<actions/>
<events>
<event>row.updated</event>
</events>
<fields>
<field>Seller</field>
</fields>
</action>
</actions>
<groupby method="simple">
<field id="Holder__c" name="Holder__c"/>
<field id="Holder__r.Name" name="holderrName"/>
<field id="Holder__r.Id" name="holderrId"/>
<field id="Holder__r.Related_Fund__c" name="holderrRelatedFundc"/>
<field id="Opportunity__c" name="opportunityc"/>
<field id="Opportunity__r.Name" name="opportunityrName"/>
<field id="Opportunity__r.Parent_Deal__c" name="opportunityrParentDealc"/>
<field id="Opportunity__r.Parent_Deal__r.Name" name="opportunityrParentDealrNa"/>
<field id="Opportunity__r.Id" name="opportunityrId"/>
</groupby>
</model>
<model id="DealTasks" limit="20" query="false" createrowifnonefound="false" datasource="salesforce" sobject="Task" orderby="CreatedDate DESC NULLS LAST">
<fields>
<field id="Description"/>
<field id="RelatedDeal__c"/>
<field id="RelatedDeal__r.Name"/>
<field id="RelatedItem__c"/>
<field id="CreatedBy.Name"/>
<field id="RelatedHolder__r.Name"/>
<field id="RelatedDDebt__r.Name"/>
<field id="RelatedDDebt__r.Opportunity__r.Name"/>
<field id="RelatedItemHolder" uionly="true" displaytype="FORMULA" length="255" ogdisplaytype="TEXT" readonly="true" returntype="TEXT">
<formula>CASE({{RelatedItem__c}}, "Deal",{{RelatedDeal__r.Name}},
"Holder",{{RelatedHolder__r.Name}},
"Holder & Debt",JOIN_TEXT(" - ", {{RelatedDeal__r.Name}}, {{RelatedDDebt__r.Opportunity__r.Name}}) ,
"Holder & Tranche",JOIN_TEXT(" - ", {{RelatedDeal__r.Parent_Deal__r.Name}} , {{RelatedDeal__r.Name}}) ,
"Holder & Deal", {{RelatedDeal__r.Name}},
"Add to Formula")</formula>
</field>
<field id="RelatedDeal__r.Parent_Deal__r.Name"/>
<field id="ActivityDate"/>
</fields>
<conditions logic="(1 OR 2 ) AND 3 AND 4 AND 5">
<condition type="fieldvalue" value="" enclosevalueinquotes="true" field="RelatedDeal__c" fieldtargetobjects="Opportunity" clientorserver="server" state="filterableoff" inactive="true" name="RelatedDeal__c"/>
<condition type="fieldvalue" value="" enclosevalueinquotes="true" operator="=" field="RelatedDeal__r.Parent_Deal__c" fieldtargetobjects="Opportunity" clientorserver="server" state="filterableoff" inactive="true" name="RelatedDeal__r.Parent_Deal__c"/>
<condition type="param" value="Id" field="RelatedHolder__c" fieldtargetobjects="Account" operator="=" enclosevalueinquotes="true"/>
<condition type="fieldvalue" field="RelatedItem__c" operator="=" inactive="true" enclosevalueinquotes="true" name="__autofilter__RelatedItem__c" clientorserver="server" state="filterableoff" value=""/>
<condition type="fieldvalue" field="CreatedById" operator="=" inactive="true" enclosevalueinquotes="true" name="__autofilter__CreatedById" clientorserver="server" state="filterableoff" value=""/>
</conditions>
<actions/>
</model>
</models>
<components>
<skuid__grid uniqueid="sk-3S8w-113567" flexDirection="row" justifyContent="flex-start" alignItems="flex-start">
<divisions>
<division minWidth="100px" ratio="1">
<components>
<skuid__header model="AccountDetail" uniqueid="sk-p8m-42792" title="{{Name}}" subtitle="{{$Model.DealsAgg.data.length}} Deals">
<styles>
<spacing left="1"/>
</styles>
<skuid__buttonSet>
<groups/>
</skuid__buttonSet>
</skuid__header>
</components>
</division>
<division alignSelf="auto" minWidth="100px" ratio="1">
<components>
<skuid__buttonSet model="Attachments" uniqueid="sk-3S8_-114843">
<groups>
<skuid__buttonGroup uniqueId="sk-3S8_-114841" displayType="attached" styleSettingsVariant="8e7d23d5-bea7-4622-a58d-ce42c1f5e137">
<buttons>
<skuid__button label="Details" uniqueId="sk-3S8_-114842">
<actions>
<action type="closeSlidingPanel" closebehavior="close"/>
<action type="openSlidingPanel" openbehavior="open">
<skuid__slidingPanel uniqueid="sk-3Rwz-13766" size="500px" origin="bottom" closeOnPageClick="true" behavior="overlay" styleSettingsVariant="751e4704-3ce3-41b9-8ba9-e2debf1b66d2">
<components>
<skuid__header title="Details for {{Name}}" uniqueid="sk-3Yb3-49641" model="AccountDetail" styleSettingsVariant="d8437a32-ed01-4122-8afe-d65a9b24266f" titleTag="h5">
<renderConditions logictype="and"/>
<styleVariantConditions/>
</skuid__header>
<skuid__buttonSet uniqueid="sk-3YbE-51364">
<groups>
<skuid__buttonGroup uniqueId="sk-3YbE-51362" displayType="detached">
<buttons>
<skuid__button label="Save" uniqueId="sk-3YbE-51363">
<actions>
<action type="save">
<models>
<model>AccountDetail</model>
</models>
</action>
</actions>
<renderConditions logictype="and"/>
<enableConditions logictype="and">
<condition type="fieldvalue" enclosevalueinquotes="false" fieldmodel="AccountDetail" sourcetype="modelproperty" sourceproperty="hasChanged" value="true" operator="="/>
</enableConditions>
<styleVariantConditions/>
</skuid__button>
<skuid__button label="Cancel" uniqueId="sk-3YbK-53494">
<actions>
<action type="cancel">
<models>
<model>AccountDetail</model>
</models>
</action>
<action type="closeSlidingPanel" closebehavior="close"/>
</actions>
</skuid__button>
</buttons>
<renderConditions logictype="and"/>
<styleVariantConditions/>
<conditions/>
</skuid__buttonGroup>
</groups>
<styles>
<spacing/>
</styles>
<renderConditions logictype="and"/>
<styleVariantConditions/>
<conditions/>
</skuid__buttonSet>
<skuid__table allowColumnFreezing="dragDrop" model="AccountDetail" uniqueid="sk-3Ycf-69548" mode="read" showSaveCancel="false" pageSize="10" showListFooter="false" showListHeader="false">
<fields>
<field id="Name" uniqueid="fi-3Ycv-74186" label="Name"/>
<field id="Type" uniqueid="fi-3Ycv-74187" label="Type"/>
<field id="Related_Fund__c" uniqueid="fi-3Ycv-74188"/>
<field id="Assets_Under_Management_billions__c" horizontalAlignment="right" uniqueid="fi-3Ycv-74189" label="AUM (b)"/>
<field id="Primary_Coverage__c" uniqueid="fi-3Ycv-74190" label="Pri. Cov."/>
<field id="Primary_Priority__c" uniqueid="fi-3Ycv-74191" label="Pri. Prio."/>
<field id="Primary_Relationship_Mgr__c" uniqueid="fi-3Ycv-74192" label="Pri. RM"/>
<field id="Secondary_Coverage__c" uniqueid="fi-3Ycv-74193" label="Sec. Cov."/>
<field id="Secondary_Location__c" label="Sec. Loc." uniqueid="fi-3Yfd-32381"/>
<field id="Secondary_Priority__c" uniqueid="fi-3Ycv-74194" label="Sec. Pri."/>
<field id="Secondary_Relationship_Mgr__c" uniqueid="fi-3Ycv-74195" label="Sec. RM."/>
</fields>
<filtering enableSearch="false"/>
<actions/>
<rowActions/>
<massActions/>
<exportProperties useTableColumns="true"/>
<sorting enable="false"/>
<styles>
<spacing top="1"/>
</styles>
</skuid__table>
</components>
<interactions/>
<afterCloseActions>
<action type="cancel">
<models>
<model>AccountDetail</model>
</models>
</action>
</afterCloseActions>
</skuid__slidingPanel>
</action>
</actions>
</skuid__button>
</buttons>
<renderConditions logictype="and"/>
<styleVariantConditions/>
</skuid__buttonGroup>
<skuid__buttonGroup uniqueId="sk-3S8--115567" displayType="menu" iconPosition="right" label="Notes" styleSettingsVariant="8e7d23d5-bea7-4622-a58d-ce42c1f5e137">
<buttons>
<skuid__button label="Add Note" uniqueId="sk-3S8--115568" icon="sk-webicon-ink:note">
<actions>
<action type="showModal">
<skuid__modal title="New Modal" width="640px" showHeader="false" showFooter="false" showCloseIcon="false">
<components>
<skuid__header title="Adding Note for {{Name}}" uniqueid="sk-3T9_-26479" subtitle="Note being entered is NOT associated with a specific deal or tranche." model="AccountDetail"/>
<skuid__form showErrorsInline="true" model="NewActivity" uniqueid="sk-3T9_-26912" mode="edit">
<styles>
<spacing top="1"/>
</styles>
<columns>
<column verticalAlign="top" ratio="1">
<sections>
<section title="New Section" showHeading="false">
<fields>
<skuid__field id="Description" uniqueId="sk-3TAM-31775" label=" "/>
</fields>
</section>
</sections>
</column>
</columns>
</skuid__form>
<skuid__buttonSet uniqueid="sk-3TA1-27530">
<groups>
<skuid__buttonGroup uniqueId="sk-3TA1-27528" displayType="detached">
<buttons>
<skuid__button label="Save" uniqueId="sk-3TA1-27529">
<actions>
<action type="blockUI" styleSettingsVariant="dark" message="Saving"/>
<action type="save">
<models>
<model>NewActivity</model>
</models>
</action>
<action type="emptyModelData">
<models>
<model>NewActivity</model>
</models>
</action>
<action type="closeModals" closebehavior="close"/>
<action type="requeryModels" behavior="standard">
<models>
<model>AllTasks</model>
<model>Tasks</model>
</models>
</action>
<action type="unblockUI"/>
</actions>
</skuid__button>
<skuid__button label="Cancel" uniqueId="sk-3TAS-33718">
<actions>
<action type="cancel">
<models>
<model>NewActivity</model>
</models>
</action>
<action type="emptyModelData">
<models>
<model>NewActivity</model>
</models>
</action>
<action type="closeAllPopups"/>
</actions>
</skuid__button>
</buttons>
</skuid__buttonGroup>
</groups>
<styles>
<spacing top="1.5"/>
</styles>
</skuid__buttonSet>
</components>
</skuid__modal>
</action>
<action type="deactivateFilterableConditions">
<models>
<model>NewActivity</model>
</models>
</action>
<action type="updateCondition" model="NewActivity" valuesource="fieldvalue" condition="RelatedItem__c" value="Holder" behavior="set"/>
<action type="updateCondition" model="NewActivity" valuesource="modelmerge" condition="WhatId" sourcemodel="AccountDetail" sourcefield="Id" behavior="set"/>
<action type="updateCondition" model="NewActivity" valuesource="modelmerge" condition="RelatedHolder__c" sourcemodel="AccountDetail" sourcefield="Id" behavior="set"/>
<action type="createRow" model="NewActivity" appendorprepend="prepend" defaultmodefornewitems="edit" affectedrows="context"/>
</actions>
<hotkeys/>
</skuid__button>
<skuid__button label="View Notes" uniqueId="sk-3S90-116837" icon="sk-webicon-ink:notebook">
<actions>
<action type="closeSlidingPanel" closebehavior="close"/>
<action type="blockUI" styleSettingsVariant="dark"/>
<action type="deactivateFilterableConditions">
<models>
<model>Tasks</model>
</models>
</action>
<action type="requeryModels" behavior="standard">
<models>
<model>Tasks</model>
</models>
</action>
<action type="unblockUI"/>
<action type="openSlidingPanel" openbehavior="open">
<skuid__slidingPanel uniqueid="sk-3SEn-55676" size="600px" origin="bottom" closeOnPageClick="true" behavior="overlay" styleSettingsVariant="751e4704-3ce3-41b9-8ba9-e2debf1b66d2">
<components>
<skuid__header model="AccountDetail" title="Notes for {{Name}}" uniqueid="sk-3SF2-57757"/>
<skuid__filterSet model="Tasks" uniqueid="sk-2WI9-144148" styleSettingsVariant="7cb3fb4e-72aa-4a75-8a98-4556a09ca90f">
<filters>
<skuid__filter uniqueId="sk-2WII-149861" type="select" conditionSource="auto" filterMethod="server" labelMode="no" conditionField="RelatedItem__c" conditionName="__autofilter__RelatedItem__c" filterOffOptionLabel="Related To"/>
<skuid__filter uniqueId="sk-2WIM-151337" type="select" conditionSource="auto" filterMethod="server" labelMode="no" conditionField="CreatedById" fieldtargetobjects="User" conditionName="__autofilter__CreatedById" filterOffOptionLabel="Created By"/>
</filters>
<filtering enableSearch="true" instantSearch="false" instantFilters="true" searchMethod="server" tokenizeSearch="false" emptySearchBehavior="query" useSOSL="true" soslFields="All Fields" searchPlaceholder="Search" searchButton="insetIcon"/>
<sorting enable="false"/>
<positioning justifyContent="flex-end" alignItems="flex-end"/>
<renderConditions logictype="and"/>
<styleVariantConditions/>
</skuid__filterSet>
<skuid__table allowColumnFreezing="dragDrop" model="Tasks" uniqueid="tbl_holder_notes" mode="read" pageSize="Infinity" showPageSizeSelect="false" showSaveCancel="false" rowHeightStrategy="fit">
<fields>
<field type="COMBO" label="Date" template="{{ActivityDate}}" orderField="CreatedDate" horizontalAlignment="center" readOnly="true" uniqueid="fi-3T1N-21525"/>
<field id="CreatedBy.Name" label="Created by" uniqueid="fi-3SFs-64287"/>
<field id="RelatedDeal__r.Name" label="Related To" readOnly="true"/>
<field id="Description" label="Note" uniqueid="fi-3SFs-64290"/>
</fields>
<filtering enableSearch="false" searchMethod="server" emptySearchBehavior="query" useSOSL="true" soslFields="All Fields" searchPlaceholder="Search" searchButton="insetIcon" tokenizeSearch="false"/>
<rowActions>
<action type="multi" icon="sk-webicon-ink:delete">
<actions>
<action type="markRowsForDeletion" model="Tasks" affectedrows="context"/>
</actions>
<tooltip position="top"/>
<renderConditions logictype="and"/>
<enableconditions/>
<styleVariantConditions/>
</action>
</rowActions>
<massActions/>
<exportProperties useTableColumns="true" enableExportOptionOnTable="false"/>
<filters/>
<sorting enable="false"/>
<actions styleSettingsVariant="64ad5516-e17c-456c-b89b-5390c359b461" displayType="attached">
<action type="multi" label="Save" icon="sk-webicon-ink:save">
<actions>
<action type="save">
<models>
<model>Tasks</model>
</models>
</action>
</actions>
<renderConditions logictype="and">
<renderCondition type="fieldvalue" enclosevalueinquotes="false" fieldmodel="Tasks" sourcetype="modelproperty" nosourcerowbehavior="deactivate" sourceproperty="hasChanged" value="true" operator="="/>
</renderConditions>
</action>
<action type="multi" label="Cancel" icon="sk-webicon-ink:undo">
<actions>
<action type="cancel">
<models>
<model>Tasks</model>
</models>
</action>
</actions>
<renderConditions logictype="and">
<renderCondition type="fieldvalue" enclosevalueinquotes="false" fieldmodel="Tasks" sourcetype="modelproperty" nosourcerowbehavior="deactivate" sourceproperty="hasChanged" value="true" operator="="/>
</renderConditions>
</action>
<action type="multi" label="Export" icon="sk-webicon-ink-filetypes:xls">
<actions>
<action type="runComponentAction" componentid="tbl_holder_notes" action="exportData"/>
</actions>
<renderConditions logictype="and">
<renderCondition type="fieldvalue" enclosevalueinquotes="false" fieldmodel="Tasks" sourcetype="modelproperty" nosourcerowbehavior="deactivate" sourceproperty="hasChanged" value="true" operator="!="/>
</renderConditions>
</action>
<action type="multi" label="Close" icon="sk-webicon-ink:close">
<actions>
<action type="closeSlidingPanel" closebehavior="close"/>
</actions>
</action>
</actions>
<renderConditions logictype="and"/>
<styleVariantConditions/>
</skuid__table>
</components>
</skuid__slidingPanel>
</action>
</actions>
</skuid__button>
</buttons>
<renderConditions logictype="and"/>
<styleVariantConditions/>
</skuid__buttonGroup>
<skuid__buttonGroup uniqueId="sk-3rE9-95497" displayType="detached" styleSettingsVariant="8e7d23d5-bea7-4622-a58d-ce42c1f5e137">
<buttons>
<skuid__button label="Export Deals" uniqueId="sk-3rE9-95498">
<actions>
<action type="runComponentAction" componentid="tbl_holder_deals" action="exportData"/>
</actions>
</skuid__button>
</buttons>
</skuid__buttonGroup>
<skuid__buttonGroup uniqueId="sk-2bVf-13920" displayType="detached" styleSettingsVariant="8e7d23d5-bea7-4622-a58d-ce42c1f5e137">
<buttons>
<skuid__button label="Glossary" uniqueId="sk-2bVf-13921" icon="sk-webicon-ink:announcement">
<actions>
<action type="closeSlidingPanel" closebehavior="close"/>
<action type="openSlidingPanel" openbehavior="open">
<skuid__slidingPanel uniqueid="sk-2bVk-28750" size="220px" origin="top" closeOnPageClick="false" behavior="reveal">
<components>
<skuid__wrapper uniqueid="sk-2gs9-18701" styleSettingsVariant="c3e680d9-176b-4739-abb9-8e984ece7d81">
<components>
<skuid__grid uniqueid="sk-2gs9-17987" flexDirection="row" justifyContent="flex-start" alignItems="flex-start">
<divisions>
<division minWidth="100px" ratio="1">
<components>
<skuid__text contents="<span><strong>Amount Total (mm): </strong>The amount of debt which is set in Deal properties.<br />
<strong>Amount Known (mm): </strong>The total amount of debt for all funds which belongs to the deal.</span><br />
<span><strong>Open Amount (mm)</strong> <strong>: </strong>Total debt amount of all funds which belongs to the holder and are not sold.</span><br />
<span><strong>Prob. of Sale : </strong>Roll up summary of Prob. of Sale for all funds which belongs to the deal.<br />
If there is at least 1 with High then it shows High, if there is al least 1 with Low then it shows Low.</span>" uniqueid="sk-2gsF-21492" model="AccountDetail"/>
</components>
</division>
<division alignSelf="auto" minWidth="100px" ratio="1">
<components>
<skuid__text contents="<span><strong>Last Act: </strong>Date of the last note. If there are no notes, then date of creation.<br />
<strong>Last Note:</strong> The last note which is related to the holder. First 2 lines of the note is shown. In order to see whole note click on the note.</span>" uniqueid="sk-2gsG-22028" model="AccountDetail"/>
</components>
</division>
</divisions>
</skuid__grid>
<skuid__buttonSet uniqueid="sk-2gsC-20644" position="left">
<groups>
<skuid__buttonGroup uniqueId="sk-2gsC-20642" displayType="detached" styleSettingsVariant="64ad5516-e17c-456c-b89b-5390c359b461">
<buttons>
<skuid__button label="Close Glossary" uniqueId="sk-2gsC-20643" icon="sk-webicon-ink:circle-close-outline">
<actions>
<action type="closeSlidingPanel" closebehavior="close"/>
</actions>
</skuid__button>
</buttons>
</skuid__buttonGroup>
</groups>
</skuid__buttonSet>
</components>
<background/>
</skuid__wrapper>
</components>
</skuid__slidingPanel>
</action>
</actions>
</skuid__button>
</buttons>
<renderConditions logictype="and"/>
<styleVariantConditions/>
</skuid__buttonGroup>
</groups>
<styles>
<spacing top="1"/>
</styles>
</skuid__buttonSet>
</components>
</division>
</divisions>
</skuid__grid>
<skuid__tabSet uniqueid="sk-3E6k-13952" styleSettingsVariant="fileTabs">
<tabs>
<skuid__tabPanel name="Deals">
<components>
<skuid__table allowColumnFreezing="never" model="DealsAgg" uniqueid="tbl_holder_deals" mode="readonly" showSaveCancel="false" pageSize="25" showPageSizeSelect="true" rowActionsOnLeft="true" allowSortingByColumn="true" enableDrawers="true" resetPaginationOnQuery="false">
<fields>
<field type="COMBO" label="Deal" template="{{{dealSortLookuprName}}}" redirectType="customurl" window="self" rootUrl="https://svpct.lightning.force.com/lightning/r/Opportunity/{{{Deal_Sort_Lookup__c}}}/view" uniqueid="fi-3Rsc-20343"/>
<field id="Total_Amount_mm__c" name="sumTotalAmountmmc" label="Amount Total (mm)" horizontalAlignment="right" uniqueid="fi-3rCJ-29954" columnWidth="120px" clipText="false"/>
<field id="Debt_Amount__c" name="sumKnownDebt" label="Amount Known (mm)" horizontalAlignment="right" uniqueid="fi-1Asn-14352" columnWidth="120px" clipText="false">
<renderConditions logictype="and" onhidedatabehavior="keep"/>
<enableConditions logictype="and"/>
<styleVariantConditions/>
</field>
<field id="ProbOfSale" name="ProbOfSale" label="Prob. of Sale" uniqueid="fi-1bwR-18548" allowOrdering="false" horizontalAlignment="center">
<renderConditions logictype="and" onhidedatabehavior="keep"/>
<enableConditions/>
<styleVariantConditions>
<rule logictype="and" styleSettingsVariantOverride="73d906d3-81de-45dc-a2f7-92760c7b5464">
<condition type="fieldvalue" enclosevalueinquotes="true" fieldmodel="DealsAgg" sourcetype="fieldvalue" sourceproperty="isNew" operator="=" field="ProbOfSale" fieldtargetobjects="DealDebtHolder__c" value="High"/>
</rule>
<rule logictype="and" styleSettingsVariantOverride="49644736-23b3-4beb-a6e6-e884b2f6eb71">
<condition type="fieldvalue" operator="=" enclosevalueinquotes="true" fieldmodel="DealsAgg" sourcetype="fieldvalue" field="ProbOfSale" fieldtargetobjects="DealDebtHolder__c" value="Low"/>
</rule>
</styleVariantConditions>
</field>
<field type="CUSTOM_BUTTON_GROUP" uniqueid="fi-1bwb-21373">
<skuid__buttonGroup uniqueId="skh1-1ZN7-88815_2" displayType="attached">
<buttons>
<skuid__button uniqueId="skh1-1ZN7-88816_2" icon="sk-webicon-ink:edit" styleSettingsVariant="borderlessSlim">
<actions>
<action type="deactivateFilterableConditions">
<models>
<model>HolderTranchesToUpdate</model>
</models>
</action>
<action type="updateCondition" model="HolderTranchesToUpdate" behavior="set" valuesource="formula" condition="Deal_Sort_Lookup__c">
<formula>{{Deal_Sort_Lookup__c}}</formula>
</action>
<action type="requeryModels" behavior="standard">
<models>
<model>HolderTranchesToUpdate</model>
</models>
</action>
<action type="showModal">
<skuid__modal width="640px" showCloseIcon="false" styleSettingsVariant="00c667b8-d6d7-41ad-8f88-9980287bf646" showHeader="false" showFooter="false">
<components>
<skuid__text contents="<span style="font-size:16px;">Updating <strong><span style="color:#ff0000;">{{$Model.HolderTranchesToUpdate.data.length}}</span></strong><span style="color:#000000;"> funds.</span></span>" uniqueId="skh1-1ZXW-30966" model="HolderTranchesToUpdate"/>
<skuid__form showErrorsInline="true" model="UI_Model" uniqueId="skh1-1ZOS-262196_2" mode="edit">
<columns>
<column behavior="specified" verticalAlign="top" width="200px">
<sections>
<section title="New Section" showHeading="false">
<fields>
<skuid__field id="ProbofSale" uniqueId="sk-1cWd-29704"/>
</fields>
</section>
</sections>
</column>
</columns>
<styles>
<spacing top="1.5"/>
</styles>
</skuid__form>
<skuid__buttonSet model="HolderTranchesToUpdate" uniqueId="skh1-1ZOU-263229_2">
<groups>
<skuid__buttonGroup uniqueId="skh1-1ZOU-263227_2" displayType="detached">
<buttons>
<skuid__button label="Save" uniqueId="skh1-1ZOU-263228_2">
<actions>
<action type="blockUI" styleSettingsVariant="dark"/>
<action type="updateRow" fieldmodel="HolderTranchesToUpdate" affectedrows="all">
<updates>
<update valuesource="modelmerge" field="Probability_of_Sale__c" enclosevalueinquotes="true" sourcemodel="UI_Model" sourcefield="ProbofSale"/>
</updates>
</action>
<action type="save">
<models>
<model>HolderTranchesToUpdate</model>
</models>
</action>
<action type="emptyModelData">
<models>
<model>HolderTranchesToUpdate</model>
</models>
</action>
<action type="requeryModels" behavior="standard">
<models>
<model>DealsAgg</model>
<model>HolderListforTranches</model>
</models>
</action>
<action type="closeModals" closebehavior="close"/>
<action type="action-sequence" action-sequence-id="efbaee7e-1382-4d9c-9ad6-f980fdb55b31"/>
<action type="unblockUI"/>
</actions>
</skuid__button>
<skuid__button label="Cancel" uniqueId="skh1-1ZRX-312116_2">
<actions>
<action type="emptyModelData">
<models>
<model>HolderTranchesToUpdate</model>
</models>
</action>
<action type="closeModals" closebehavior="close"/>
</actions>
</skuid__button>
</buttons>
</skuid__buttonGroup>
</groups>
<styles>
<spacing top="1.5"/>
</styles>
</skuid__buttonSet>
</components>
<afterCloseActions>
<action type="emptyModelData">
<models>
<model>HolderTranchesToUpdate</model>
</models>
</action>
</afterCloseActions>
</skuid__modal>
</action>
</actions>
<tooltip position="top" text="Update Prob. of Sale" styleSettingsVariant="light"/>
<hotkeys/>
<renderConditions logictype="and"/>
<enableConditions/>
<styleVariantConditions/>
</skuid__button>
</buttons>
<renderConditions logictype="and"/>
<styleVariantConditions/>
<conditions/>
</skuid__buttonGroup>
<renderConditions logictype="and" onhidedatabehavior="keep"/>
<enableConditions/>
<styleVariantConditions></styleVariantConditions>
</field>
<field id="LastAct" name="LastAct" label="Last Act." uniqueid="fi-1cQR-108638" horizontalAlignment="center" allowOrdering="true">
<renderConditions logictype="and" onhidedatabehavior="keep"/>
<enableConditions/>
<styleVariantConditions>
<rule logictype="and" styleSettingsVariantOverride="c371dca5-4ce8-420e-9b1d-bb41c6465450">
<condition type="fieldvalue" operator="lte" enclosevalueinquotes="false" fieldmodel="DealsAgg" sourcetype="fieldvalue" field="LastAct" fieldtargetobjects="DealDebtHolder__c" value="1950-01-01"/>
</rule>
</styleVariantConditions>
</field>
<field id="LastNote" name="LastNote" label="Last Note" uniqueid="fi-AmQ-46141"/>
</fields>
<filtering enableSearch="false"/>
<rowActions>
<action type="multi" icon="sk-webicon-ink:notebook">
<actions>
<action type="closeSlidingPanel" closebehavior="close"/>
<action type="blockUI" styleSettingsVariant="dark"/>
<action type="deactivateFilterableConditions">
<models>
<model>DealTasks</model>
</models>
</action>
<action type="updateCondition" model="DealTasks" valuesource="formula" behavior="set" condition="RelatedDeal__c">
<formula>{{Deal_Sort_Lookup__c}}</formula>
</action>
<action type="updateCondition" model="DealTasks" behavior="set" valuesource="formula" condition="RelatedDeal__c">
<formula>{{Deal_Sort_Lookup__c}}</formula>
</action>
<action type="requeryModels" behavior="standard">
<models>
<model>DealTasks</model>
</models>
</action>
<action type="unblockUI"/>
<action type="openSlidingPanel" openbehavior="open">
<skuid__slidingPanel uniqueid="sk-3TRq-124823" size="600px" origin="bottom" closeOnPageClick="true" styleSettingsVariant="751e4704-3ce3-41b9-8ba9-e2debf1b66d2" behavior="overlay">
<components>
<skuid__header model="DealsAgg" title="Notes for {{{holderrName}}} and {{{dealSortLookuprName}}}" uniqueid="sk-3TRt-125047"/>
<skuid__messageArea model="DealsAgg" uniqueid="sk-3TRu-125501">
<group>
<skuid__messageBlock model="DealsAgg" description="There are no notes" allowHTML="false"/>
</group>
<renderConditions logictype="and">
<renderCondition fieldmodel="DealTasks" sourcetype="modelproperty" sourceproperty="hasNoRows"/>
</renderConditions>
<conditions/>
<styles>
<spacing top="1"/>
</styles>
</skuid__messageArea>
<skuid__filterSet model="DealTasks" uniqueid="sk-2WKE-174816" styleSettingsVariant="7cb3fb4e-72aa-4a75-8a98-4556a09ca90f">
<filters>
<skuid__filter uniqueId="sk-2WKN-181047" type="select" conditionSource="auto" filterMethod="server" labelMode="no" conditionField="RelatedItem__c" conditionName="__autofilter__RelatedItem__c" filterOffOptionLabel="Related To"/>
<skuid__filter uniqueId="sk-2WKX-185243" type="select" conditionSource="auto" filterMethod="server" labelMode="no" conditionField="CreatedById" fieldtargetobjects="User" conditionName="__autofilter__CreatedById" filterOffOptionLabel="Created By"/>
</filters>
<filtering enableSearch="true" instantSearch="false" instantFilters="true" searchMethod="server" tokenizeSearch="false" emptySearchBehavior="query" searchPlaceholder="Search" searchButton="insetIcon" useSOSL="true" soslFields="All Fields"/>
<sorting enable="false"/>
<conditions/>
<renderConditions logictype="and">
<renderCondition type="fieldvalue" enclosevalueinquotes="true" fieldmodel="DealTasks" sourcetype="modelproperty" nosourcerowbehavior="deactivate" sourceproperty="hasRows"/>
</renderConditions>
<styleVariantConditions/>
<positioning justifyContent="flex-end" alignItems="flex-end"/>
</skuid__filterSet>
<skuid__table allowColumnFreezing="never" model="DealTasks" uniqueid="tbl_dealholder_notes" mode="read" showSaveCancel="false" pageSize="10" showPageSizeSelect="false">
<fields>
<field type="COMBO" label="Date" template="{{ActivityDate}}" orderField="CreatedDate" horizontalAlignment="center" readOnly="true" uniqueid="fi-3Dnx-20640"/>
<field id="CreatedBy.Name" label="Created by" uniqueid="fi-3TSs-138731"/>
<field id="RelatedDDebt__r.Opportunity__r.Name" label="Related To" uniqueid="fi-3YSP-14547"/>
<field id="Description" label="Note" uniqueid="fi-3TSs-138734"/>
</fields>
<filtering enableSearch="false"/>
<rowActions>
<action type="multi" icon="sk-webicon-ink:delete">
<actions>
<action type="markRowsForDeletion" model="Tasks" affectedrows="context"/>
</actions>
<renderConditions logictype="and"/>
<enableconditions/>
<styleVariantConditions/>
</action>
</rowActions>
<massActions/>
<renderConditions logictype="and">
<renderCondition type="fieldvalue" enclosevalueinquotes="true" fieldmodel="DealTasks" sourcetype="modelproperty" nosourcerowbehavior="deactivate" sourceproperty="hasRows"/>
</renderConditions>
<styleVariantConditions/>
<styles>
<spacing top="1"/>
</styles>
<exportProperties useTableColumns="true" enableExportOptionOnTable="false" appendRowIdColumn="false" filename="Notes for {{$Model.AccountDetail.data.0.Name}} and {{$Model.DealTasks.data.0.RelatedDeal__r.Name}} {{$Model.AccountDetail.data.0.TodaysDate}}"/>
<sorting enable="false"/>
<actions displayType="attached" styleSettingsVariant="64ad5516-e17c-456c-b89b-5390c359b461">
<action type="multi" label="Save" icon="sk-webicon-ink:save">
<actions>
<action type="save">
<models>
<model>Tasks</model>
</models>
</action>
</actions>
<renderConditions logictype="and">
<renderCondition type="fieldvalue" enclosevalueinquotes="false" fieldmodel="Tasks" sourcetype="modelproperty" nosourcerowbehavior="deactivate" sourceproperty="hasChanged" value="true" operator="="/>
</renderConditions>
</action>
<action type="multi" label="Cancel" icon="sk-webicon-ink:undo">
<actions>
<action type="cancel">
<models>
<model>Tasks</model>
</models>
</action>
</actions>
<renderConditions logictype="and">
<renderCondition type="fieldvalue" enclosevalueinquotes="false" fieldmodel="Tasks" sourcetype="modelproperty" nosourcerowbehavior="deactivate" sourceproperty="hasChanged" value="true" operator="="/>
</renderConditions>
</action>
<action type="multi" label="Export" icon="sk-webicon-ink-filetypes:xls">
<actions>
<action type="runComponentAction" componentid="tbl_dealholder_notes" action="exportData"/>
</actions>
<renderConditions logictype="and">
<renderCondition type="fieldvalue" enclosevalueinquotes="false" fieldmodel="Tasks" sourcetype="modelproperty" nosourcerowbehavior="deactivate" sourceproperty="hasChanged" value="true" operator="!="/>
</renderConditions>
</action>
<action type="multi" label="Close" icon="sk-webicon-ink:close">
<actions>
<action type="closeSlidingPanel" closebehavior="close"/>
</actions>
<renderConditions logictype="and">
<renderCondition type="fieldvalue" enclosevalueinquotes="false" fieldmodel="Tasks" sourcetype="modelproperty" nosourcerowbehavior="deactivate" sourceproperty="hasChanged" value="true" operator="!="/>
</renderConditions>
</action>
</actions>
</skuid__table>
</components>
<afterCloseActions/>
<interactions/>
</skuid__slidingPanel>
</action>
</actions>
</action>
<action type="multi" icon="sk-webicon-ink:note" label="Add Note">
<actions>
<action type="showModal">
<skuid__modal width="640px" showHeader="false" showFooter="false" showCloseIcon="false">
<components>
<skuid__header model="DealsAgg" title="Adding Note for {{{holderrName}}} and {{{dealSortLookuprName}}}" uniqueid="sk-3THB-78787" subtitle="Note being entered is NOT associated with a specific tranche." titleTag="h5"/>
<skuid__form showErrorsInline="true" model="NewActivity" uniqueid="sk-3THC-79258" mode="read">
<renderConditions logictype="and"/>
<styleVariantConditions/>
<styles>
<spacing top="1.5"/>
</styles>
<columns>
<column verticalAlign="top" ratio="1">
<sections>
<section title="New Section" showHeading="false">
<fields>
<skuid__field id="Description" uniqueId="sk-3THY-83845" label=" "/>
</fields>
</section>
</sections>
</column>
</columns>
</skuid__form>
<skuid__buttonSet model="DealsAgg" uniqueid="sk-3THE-79873">
<groups>
<skuid__buttonGroup uniqueId="sk-3THE-79871" displayType="detached">
<buttons>
<skuid__button label="Save" uniqueId="sk-3THE-79872">
<renderConditions logictype="and"/>
<enableConditions logictype="and">
<condition type="fieldvalue" enclosevalueinquotes="false" fieldmodel="NewActivity" sourcetype="modelproperty" sourceproperty="hasChanged" value="true" operator="="/>
</enableConditions>
<styleVariantConditions/>
<actions>
<action type="blockUI" styleSettingsVariant="dark" message="Saving"/>
<action type="save">
<models>
<model>NewActivity</model>
</models>
</action>
<action type="emptyModelData">
<models>
<model>NewActivity</model>
</models>
</action>
<action type="closeModals" closebehavior="close"/>
<action type="unblockUI"/>
</actions>
</skuid__button>
<skuid__button label="Cancel" uniqueId="sk-3THc-85496">
<actions>
<action type="cancel">
<models>
<model>NewActivity</model>
</models>
</action>
<action type="emptyModelData">
<models>
<model>NewActivity</model>
</models>
</action>
<action type="closeAllPopups"/>
</actions>
</skuid__button>
</buttons>
</skuid__buttonGroup>
</groups>
<renderConditions logictype="and"/>
<styleVariantConditions/>
<styles>
<spacing top="1.5"/>
</styles>
</skuid__buttonSet>
</components>
<afterCloseActions/>
</skuid__modal>
</action>
<action type="deactivateFilterableConditions">
<models>
<model>NewActivity</model>
</models>
</action>
<action type="updateCondition" model="NewActivity" valuesource="fieldvalue" condition="RelatedItem__c" value="Holder & Deal" behavior="set"/>
<action type="updateCondition" model="NewActivity" valuesource="modelmerge" condition="WhatId" sourcemodel="AccountDetail" sourcefield="Id" behavior="set"/>
<action type="updateCondition" model="NewActivity" valuesource="modelmerge" condition="RelatedHolder__c" sourcemodel="AccountDetail" sourcefield="Id" behavior="set"/>
<action type="updateCondition" model="NewActivity" valuesource="formula" condition="RelatedDeal__c" behavior="set">
<formula>{{Deal_Sort_Lookup__c}}</formula>
</action>
<action type="createRow" model="NewActivity" appendorprepend="prepend" defaultmodefornewitems="edit" affectedrows="context"/>
</actions>
<renderConditions logictype="and"/>
</action>
<action type="multi" label="View Funds" icon="sk-webicon-ink:bookmark">
<actions>
<action type="blockUI" styleSettingsVariant="dark"/>
<action type="deactivateFilterableConditions">
<models>
<model>DealDebts</model>
</models>
</action>
<action type="updateCondition" model="DealDebts" behavior="set" valuesource="formula" condition="Deal_Sort_Lookup__c">
<formula>{{Deal_Sort_Lookup__c}}</formula>
</action>
<action type="requeryModels" behavior="standard">
<models>
<model>DealDebts</model>
</models>
</action>
<action type="unblockUI"/>
<action type="showModal">
<skuid__modal title="Debt records for {{{dealSortLookuprName}}}" width="640px" fullScreen="true" showHeader="true" showFooter="false" showCloseIcon="true">
<components>
<skuid__table allowColumnFreezing="never" model="DealDebts" uniqueid="sk-v96-156002" mode="read" showSaveCancel="false" pageSize="10" showPageSizeSelect="false" rowActionsOnLeft="true">
<fields>
<field id="Deal_Sort_Lookup__c" label="Deal" uniqueid="fi-1cEl-30337" pageSize="5" tokenizeSearch="false" readOnly="true">
<filters>
<filter type="dependent" operator="=" field="Id" fieldtargetobjects="Opportunity" value="" enclosevalueinquotes="true" depfield="Deal_Sort_Lookup__c"/>
</filters>
</field>
<field id="Opportunity__c" label="Tranche" redirectType="none" uniqueid="fi-1cGh-65248" pageSize="5" tokenizeSearch="false" readOnly="true">
<filters/>
</field>
<field id="Debt_Amount__c" horizontalAlignment="right" uniqueid="fi-1cFD-40959" label="Amount (mm)"/>
<field id="CurrencyIsoCode" uniqueid="fi-v9--169343" label="CCY"/>
<field id="Probability_of_Sale__c" uniqueid="fi-1cFD-40962" label="Prob. of Sale"/>
<field id="LastTaskDate__c" label="Last Act." readOnly="true" uniqueid="fi-1cJa-89395"/>
<field id="LastTaskComment__c" uniqueid="fi-1cFD-40961" label="Last Note" readOnly="true"/>
</fields>
<filtering enableSearch="false"/>
<actions displayType="attached" styleSettingsVariant="64ad5516-e17c-456c-b89b-5390c359b461">
<action type="multi" label="Save" icon="sk-webicon-ink:save">
<actions>
<action type="save">
<models>
<model>DealDebts</model>
</models>
</action>
</actions>
<renderConditions logictype="and">
<renderCondition type="fieldvalue" enclosevalueinquotes="false" fieldmodel="DealDebts" sourcetype="modelproperty" nosourcerowbehavior="deactivate" sourceproperty="hasChanged" value="true" operator="="/>
</renderConditions>
</action>
<action type="multi" label="Cancel" icon="sk-webicon-ink:undo">
<actions>
<action type="cancel">
<models>
<model>DealDebts</model>
</models>
</action>
</actions>
<renderConditions logictype="and">
<renderCondition type="fieldvalue" enclosevalueinquotes="false" fieldmodel="DealDebts" sourcetype="modelproperty" nosourcerowbehavior="deactivate" sourceproperty="hasChanged" value="true" operator="="/>
</renderConditions>
</action>
</actions>
<rowActions>
<action type="multi" icon="sk-webicon-ink:delete">
<actions>
<action type="markRowsForDeletion" model="DealDebts" affectedrows="context"/>
</actions>
</action>
</rowActions>
<massActions/>
<exportProperties useTableColumns="true"/>
<sorting enable="false"/>
<filters/>
<renderConditions logictype="and"/>
<styleVariantConditions/>
<conditions/>
</skuid__table>
</components>
<afterCloseActions>
<action type="cancel">
<models>
<model>DealDebts</model>
</models>
</action>
</afterCloseActions>
</skuid__modal>
</action>
</actions>
<renderConditions logictype="and"/>
<enableconditions/>
<styleVariantConditions/>
</action>
</rowActions>
<massActions/>
<exportProperties useTableColumns="true" enableExportOptionOnTable="false" appendRowIdColumn="false" filename="Deals of {{$Model.AccountDetail.data.0.Name}} {{$Model.AccountDetail.data.0.TodaysDate}} "/>
<renderConditions logictype="and"/>
<styleVariantConditions/>
<actions/>
<drawer>
<components>
<skuid__table allowColumnFreezing="dragDrop" model="HolderListforTranches" uniqueid="sk-3TZw-149714" mode="readonly" showSaveCancel="false" pageSize="Infinity" showPageSizeSelect="false" rowActionsOnLeft="true" showListHeader="false" showListFooter="false">
<fields>
<field id="Opportunity__r.Name" name="opportunityrName" label="Tranche" uniqueid="fi-1cPU-98836"/>
<field id="Debt_Amount__c" name="sumDebtAmountc" label="Total Amount (mm)" horizontalAlignment="right" uniqueid="fi-1cPU-98837" columnWidth="180px" clipText="false"/>
<field id="OpenAmount" name="OpenAmount" label=" Open Amount (mm)" horizontalAlignment="right" uniqueid="fi-1cPU-98838" columnWidth="150px" clipText="false"/>
<field id="ProbOfSale" name="ProbOfSale" label="Prob. of Sale" uniqueid="fi-1cPU-98839" horizontalAlignment="center">
<renderConditions logictype="and" onhidedatabehavior="keep"/>
<enableConditions/>
<styleVariantConditions>
<rule logictype="and" styleSettingsVariantOverride="73d906d3-81de-45dc-a2f7-92760c7b5464">
<condition type="fieldvalue" operator="=" enclosevalueinquotes="true" fieldmodel="HolderListforTranches" sourcetype="fieldvalue" field="ProbOfSale" fieldtargetobjects="DealDebtHolder__c" value="High"/>
</rule>
<rule logictype="and" styleSettingsVariantOverride="49644736-23b3-4beb-a6e6-e884b2f6eb71">
<condition type="fieldvalue" operator="=" enclosevalueinquotes="true" fieldmodel="HolderListforTranches" sourcetype="fieldvalue" field="ProbOfSale" fieldtargetobjects="DealDebtHolder__c" value="Low"/>
</rule>
</styleVariantConditions>
</field>
<field type="CUSTOM_BUTTON_GROUP" uniqueid="fi-1cQR-108639">
<skuid__buttonGroup uniqueId="skh2-1ZN7-88815_2" displayType="attached">
<buttons>
<skuid__button uniqueId="skh2-1ZN7-88816_2" icon="sk-webicon-ink:edit" styleSettingsVariant="borderlessSlim">
<actions>
<action type="deactivateFilterableConditions">
<models>
<model>HolderTranchesToUpdate</model>
</models>
</action>
<action type="updateCondition" model="HolderTranchesToUpdate" behavior="set" valuesource="formula" condition="Deal_Sort_Lookup__c">
<formula>{{opportunityrParentDealc}}</formula>
</action>
<action type="updateCondition" model="HolderTranchesToUpdate" behavior="set" condition="Opportunity__c" valuesource="formula">
<formula>{{opportunityc}}</formula>
</action>
<action type="requeryModels" behavior="standard">
<models>
<model>HolderTranchesToUpdate</model>
</models>
</action>
<action type="showModal">
<skuid__modal width="640px" showCloseIcon="false" styleSettingsVariant="00c667b8-d6d7-41ad-8f88-9980287bf646" showHeader="false" showFooter="false">
<components>
<skuid__text contents="<span style="font-size:16px;">Updating <strong><span style="color:#ff0000;">{{$Model.HolderTranchesToUpdate.data.length}}</span></strong><span style="color:#000000;"> funds.</span></span>" uniqueId="skh2-1ZXW-30966" model="HolderTranchesToUpdate"/>
<skuid__form showErrorsInline="true" model="UI_Model" uniqueId="skh2-1ZOS-262196_2" mode="edit">
<columns>
<column behavior="specified" verticalAlign="top" width="200px">
<sections>
<section title="New Section" showHeading="false">
<fields>
<skuid__field id="ProbofSale" uniqueId="sk-1cYr-47377"/>
</fields>
</section>
</sections>
</column>
</columns>
<styles>
<spacing top="1.5"/>
</styles>
</skuid__form>
<skuid__buttonSet model="HolderTranchesToUpdate" uniqueId="skh2-1ZOU-263229_2">
<groups>
<skuid__buttonGroup uniqueId="skh2-1ZOU-263227_2" displayType="detached">
<buttons>
<skuid__button label="Save" uniqueId="skh2-1ZOU-263228_2">
<actions>
<action type="blockUI" styleSettingsVariant="dark"/>
<action type="updateRow" fieldmodel="HolderTranchesToUpdate" affectedrows="all">
<updates>
<update valuesource="modelmerge" field="Probability_of_Sale__c" enclosevalueinquotes="true" sourcemodel="UI_Model" sourcefield="ProbofSale"/>
</updates>
</action>
<action type="save">
<models>
<model>HolderTranchesToUpdate</model>
</models>
</action>
<action type="emptyModelData">
<models>
<model>HolderTranchesToUpdate</model>
</models>
</action>
<action type="requeryModels" behavior="standard">
<models>
<model>DealsAgg</model>
<model>HolderListforTranches</model>
</models>
</action>
<action type="closeModals" closebehavior="close"/>
<action type="unblockUI"/>
</actions>
</skuid__button>
<skuid__button label="Cancel" uniqueId="skh2-1ZRX-312116_2">
<actions>
<action type="emptyModelData">
<models>
<model>HolderTranchesToUpdate</model>
</models>
</action>
<action type="closeModals" closebehavior="close"/>
</actions>
</skuid__button>
</buttons>
</skuid__buttonGroup>
</groups>
<styles>
<spacing top="1.5"/>
</styles>
</skuid__buttonSet>
</components>
<afterCloseActions>
<action type="emptyModelData">
<models>
<model>HolderTranchesToUpdate</model>
</models>
</action>
</afterCloseActions>
</skuid__modal>
</action>
</actions>
<tooltip position="top" text="Update Prob. of Sale" styleSettingsVariant="light"/>
<hotkeys/>
<renderConditions logictype="and"/>
<enableConditions/>
<styleVariantConditions/>
</skuid__button>
</buttons>
<renderConditions logictype="and"/>
<styleVariantConditions/>
<conditions/>
</skuid__buttonGroup>
</field>
<field id="LastAct" name="LastAct" label="Last Act." uniqueid="fi-1cPU-98840">
<renderConditions logictype="and" onhidedatabehavior="keep"/>
<enableConditions/>
<styleVariantConditions>
<rule logictype="and" styleSettingsVariantOverride="ea396a06-cd77-4025-b732-3ecdb663ee2b">
<condition type="fieldvalue" operator="lte" enclosevalueinquotes="false" fieldmodel="HolderListforTranches" sourcetype="fieldvalue" field="LastAct" fieldtargetobjects="DealDebtHolder__c" value="1950-01-01"/>
</rule>
</styleVariantConditions>
</field>
<field id="LastNote" name="LastNote" label="Last Note" uniqueid="fi-1cPU-98841"/>
</fields>
<filtering enableSearch="false"/>
<rowActions/>
<massActions/>
<conditions>
<condition type="contextrow" field="opportunityrParentDealc" mergefield="Deal_Sort_Lookup__c" operator="="/>
</conditions>
<renderConditions logictype="and"/>
<styleVariantConditions/>
<styles>
<spacing top="1" bottom="1" left="3"/>
</styles>
<exportProperties useTableColumns="true"/>
<sorting enable="false"/>
</skuid__table>
</components>
<beforeLoad/>
</drawer>
<sorting enable="false" sortOnClient="true"/>
<styles>
<spacing top="1.5"/>
</styles>
</skuid__table>
</components>
</skuid__tabPanel>
<skuid__tabPanel name="Attachments ({{$Model.Attachments.data.length}})">
<components>
<skuid__grid uniqueid="sk-3E6x-21391" flexDirection="row" justifyContent="flex-start" alignItems="flex-start">
<divisions>
<division minWidth="100px" ratio="1">
<components>
<skuid__table allowColumnFreezing="dragDrop" model="Attachments" uniqueid="sk-3E6z-23325" mode="read">
<fields>
<field id="ContentDocumentId" label="Document" redirectType="customurl" window="self" rootUrl="https://svpct--c.documentforce.com/sfc/servlet.shepherd/document/download/{{ContentDocument.Id}}?operationContext=S1"/>
<field id="ContentDocument.CreatedById" label="Created By" redirectType="none"/>
<field id="ContentDocument.CreatedDate" label="Upload Date"/>
</fields>
<filtering enableSearch="false"/>
<actions/>
<rowActions/>
<massActions/>
<exportProperties useTableColumns="true"/>
<sorting enable="false"/>
</skuid__table>
</components>
</division>
<division alignSelf="auto" minWidth="30px" ratio="1" maxWidth="30px">
<components/>
</division>
<division alignSelf="auto" minWidth="100px" ratio="0.4">
<components>
<skuid__header model="Attachments" title="Upload Attachment" uniqueid="sk-3E7X-35438" titleTag="h4" styleSettingsVariant="body"/>
<skuid__file storeAs="contentdocumentwithrecord" displayAs="filename" uniqueid="sk-3E6_-24129" datasource="salesforce" model="AccountDetail" useLightningUploaderIfAvailable="true">
<uploadSuccessActions>
<action type="showToast" duration="2" position="bl" message="Uploaded"/>
<action type="requeryModels" behavior="standard">
<models>
<model>Attachments</model>
</models>
</action>
</uploadSuccessActions>
<uploadFailureActions/>
</skuid__file>
</components>
</division>
</divisions>
</skuid__grid>
</components>
</skuid__tabPanel>
</tabs>
<styles>
<spacing top="1.5"/>
</styles>
</skuid__tabSet>
</components>
<resources>
<labels/>
<javascript/>
<css/>
<actionsequences>
<actionsequence id="415d1139-29fb-4457-b6fa-00b2d0f94066" label="SortLastAct" type="event-triggered" event-scope="component" event-name="page.rendered">
<description/>
<actions>
<action type="sortModel" client-side="true" model="DealsAgg" method="desc" field="LastAct"/>
<action type="sortModel" client-side="true" model="HolderListforTranches" method="desc" field="LastAct"/>
</actions>
</actionsequence>
<actionsequence id="efbaee7e-1382-4d9c-9ad6-f980fdb55b31" label="SortDealsAggLastAct" type="reusable">
<description/>
<actions>
<action type="sortModel" client-side="true" model="DealsAgg" method="desc" field="LastAct"/>
<action type="sortModel" client-side="true" model="HolderListforTranches" method="desc" field="LastAct"/>
</actions>
</actionsequence>
</actionsequences>
</resources>
<styles>
<styleitem type="background" bgtype="none"/>
</styles>
<interactions/>
<background/>
</skuid__page>