Fix LWC async bug, null guard, stale sample script; update manifest

LWC fixes:
- clmDocGenWorkbench: resetSelectionsToDefaults was a sync onclick handler
  calling async initializeDefaults without await — isBusy not set and errors
  silently dropped; made the method async and added await
- clmRequestPreview: loadPreview called from refreshAll (account/letter change
  handlers) without a recordId guard; a null appraiserCaseId would propagate
  to the Apex AuraHandledException; added early return with a user-facing message

manifest/package.xml:
- Was missing CLM_Account_Setting__mdt and CLM_Letter_Definition__mdt objects
  and all 17 custom metadata records
- Missing DocusignESignatureService and its test class
- Missing docusignEsignWorkbench and clmRequestPreview LWC components
- Missing NamedCredential section entirely (CLMs1*, CLMuat*, Esignature_Demo)
- Missing CLM Account Setting and Letter Definition layouts

scripts/apex/createSampleAppraiserCase.apex:
- Rewrote entirely; old version referenced the deleted Appraiser_Deficiency__c
  object, Sort_Order__c, Deficiency_Number__c as a string, and the deleted
  AppraiserCaseDocGenService class
- Now uses Appraiser_Case_Deficiency__c with correct field types
- Populates all appraiser identity/address fields added since original version
- Debug output uses AppraiserCasePayloadBuilder and CLMDocGenCallout

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

force-app/main/default/lwc/clmDocGenWorkbench/clmDocGenWorkbench.js

@@ -317,7 +317,7 @@ export default class ClmDocGenWorkbench extends LightningElement {
         return `${normalizedPrefix}.docx`;
     }
 
-    resetSelectionsToDefaults() {
+    async resetSelectionsToDefaults() {
         this.hasLoadedDefaults = false;
         this.templateFolderName = '';
         this.destinationFolderName = '';
@@ -329,7 +329,7 @@ export default class ClmDocGenWorkbench extends LightningElement {
         this.destinationDocumentOptions = [];
         this.selectedTemplateSubfolderHref = '';
         this.selectedDestinationSubfolderHref = '';
-        this.initializeDefaults(true);
+        await this.initializeDefaults(true);
     }
 
     async loadCaseContext() {

force-app/main/default/lwc/clmRequestPreview/clmRequestPreview.js

@@ -76,6 +76,10 @@ export default class ClmRequestPreview extends LightningElement {
     }
 
     async loadPreview() {
+        if (!this.recordId) {
+            this.showMessage('No record context — place this component on a record page.', 'warning');
+            return;
+        }
         this.preview = await getDocGenPreview({
             appraiserCaseId: this.recordId,
             accountCode: this.accountCode,

manifest/package.xml

@@ -5,14 +5,31 @@
         <name>CustomApplication</name>
     </types>
     <types>
+        <members>CLM_Account_Setting.DTC_CLM_Demo</members>
+        <members>CLM_Account_Setting.DTC_HUD_Demo</members>
+        <members>CLM_Account_Setting.DTC_IAM_Enterprise</members>
         <members>CLM_Environment_Setting.S1</members>
         <members>CLM_Environment_Setting.UAT</members>
+        <members>CLM_Letter_Definition.DTC_CLM_Demo_Appraiser_Review</members>
+        <members>CLM_Letter_Definition.DTC_CLM_Demo_Education_Letter</members>
+        <members>CLM_Letter_Definition.DTC_CLM_Demo_Intent_to_Remove_Letter</members>
+        <members>CLM_Letter_Definition.DTC_CLM_Demo_NOD_Letter</members>
+        <members>CLM_Letter_Definition.DTC_HUD_Demo_Appraiser_Review</members>
+        <members>CLM_Letter_Definition.DTC_HUD_Demo_Education_Letter</members>
+        <members>CLM_Letter_Definition.DTC_HUD_Demo_Intent_to_Remove_Letter</members>
+        <members>CLM_Letter_Definition.DTC_HUD_Demo_NOD_Letter</members>
+        <members>CLM_Letter_Definition.DTC_IAM_Ent_Intent_Remove</members>
+        <members>CLM_Letter_Definition.DTC_IAM_Enterprise_Appraiser_Review</members>
+        <members>CLM_Letter_Definition.DTC_IAM_Enterprise_Education_Letter</members>
+        <members>CLM_Letter_Definition.DTC_IAM_Enterprise_NOD_Letter</members>
         <name>CustomMetadata</name>
     </types>
     <types>
         <members>Appraiser_Case__c</members>
         <members>Appraiser_Case_Deficiency__c</members>
+        <members>CLM_Account_Setting__mdt</members>
         <members>CLM_Environment_Setting__mdt</members>
+        <members>CLM_Letter_Definition__mdt</members>
         <name>CustomObject</name>
     </types>
     <types>
@@ -20,6 +37,10 @@
         <members>Appraiser_Case_Deficiency__c</members>
         <name>CustomTab</name>
     </types>
+    <types>
+        <members>DocusignJWT</members>
+        <name>ExternalCredential</name>
+    </types>
     <types>
         <members>Appraiser_Case_Record_Page</members>
         <name>FlexiPage</name>
@@ -31,8 +52,18 @@
     <types>
         <members>Appraiser_Case__c-Appraiser Case Layout</members>
         <members>Appraiser_Case_Deficiency__c-Appraiser Case Deficiency Layout</members>
+        <members>CLM_Account_Setting__mdt-CLM Account Setting Layout</members>
+        <members>CLM_Letter_Definition__mdt-CLM Letter Definition Layout</members>
         <name>Layout</name>
     </types>
+    <types>
+        <members>CLMs1Download</members>
+        <members>CLMs1NamedCreds</members>
+        <members>CLMuatDownload</members>
+        <members>CLMuatNamedCreds</members>
+        <members>Esignature_Demo_NamedCreds</members>
+        <name>NamedCredential</name>
+    </types>
     <types>
         <members>Appraiser_Case__c.Generate_Review_Letter</members>
         <name>QuickAction</name>
@@ -43,21 +74,21 @@
         <name>PermissionSet</name>
     </types>
     <types>
-        <members>CLMAdminService</members>
-        <members>CLMAdminServiceTest</members>
         <members>AppraiserCasePayloadBuilder</members>
         <members>AppraiserCasePayloadBuilderTest</members>
+        <members>CLMAdminService</members>
+        <members>CLMAdminServiceTest</members>
         <members>CLMDocGenCallout</members>
         <members>CLMDocGenCalloutTest</members>
+        <members>DocusignESignatureService</members>
+        <members>DocusignESignatureServiceTest</members>
         <name>ApexClass</name>
     </types>
     <types>
         <members>clmDocGenWorkbench</members>
+        <members>clmRequestPreview</members>
+        <members>docusignEsignWorkbench</members>
         <name>LightningComponentBundle</name>
     </types>
-    <types>
-        <members>DocusignJWT</members>
-        <name>ExternalCredential</name>
-    </types>
     <version>62.0</version>
 </Package>

scripts/apex/createSampleAppraiserCase.apex

@@ -1,32 +1,41 @@
 Appraiser_Case__c appraiserCase = new Appraiser_Case__c(
     Appraiser_Field_Review_Date__c = Date.today(),
+    Letter_Sent_Date__c = Date.today().addDays(7),
+    FHA_Case_Number__c = '123-4567890',
+    Appraiser_Name__c = 'Jamie',
+    Appraiser_Last_Name__c = 'Appraiser',
+    Appraiser_Salutation__c = 'Ms.',
+    Appraiser_Email__c = 'jamie.appraiser@example.com',
+    Appraiser_Street__c = '245 Lexington Ave',
+    Appraiser_City__c = 'New York',
+    Appraiser_State_Province__c = 'NY',
+    Appraiser_Postal_Code__c = '10016',
+    Appraiser_Country__c = 'USA',
     Property_Street__c = '123 Main St',
-    Property_City__c = 'Ottawa',
+    Property_City__c = 'Denver',
-    Property_State_Province__c = 'ON',
+    Property_State_Province__c = 'CO',
-    Property_Postal_Code__c = 'K1A 0A1',
+    Property_Postal_Code__c = '80202',
-    Property_Country__c = 'Canada'
+    Property_Country__c = 'USA'
 );
 insert appraiserCase;
 
-insert new List<Appraiser_Deficiency__c>{
+insert new List<Appraiser_Case_Deficiency__c>{
-    new Appraiser_Deficiency__c(
+    new Appraiser_Case_Deficiency__c(
-        Name = 'Deficiency 1',
         Appraiser_Case__c = appraiserCase.Id,
-        Deficiency_Number__c = '1',
+        Deficiency_Number__c = 1,
-        Description__c = 'Missing comparable sale analysis',
+        Description__c = 'Missing comparable sale adjustment detail.',
-        Resolution__c = 'Provide updated comparable sales section',
+        Resolution__c = 'Added adjustment rationale and supporting calculations.',
-        Sort_Order__c = 1
+        Reference__c = 'VC-1'
     ),
-    new Appraiser_Deficiency__c(
+    new Appraiser_Case_Deficiency__c(
-        Name = 'Deficiency 2',
         Appraiser_Case__c = appraiserCase.Id,
-        Deficiency_Number__c = '2',
+        Deficiency_Number__c = 2,
-        Description__c = 'Exterior condition comments are too brief',
+        Description__c = 'Neighborhood trend explanation insufficient.',
-        Resolution__c = 'Expand comments and attach photos',
+        Resolution__c = 'Expanded market trend narrative with MLS evidence.',
-        Sort_Order__c = 2
+        Reference__c = 'MC-2'
     )
 };
 
 System.debug('Created Appraiser Case Id: ' + appraiserCase.Id);
-System.debug('Payload JSON: ' + AppraiserCaseDocGenService.buildPayloadJson(appraiserCase.Id));
+System.debug('Payload JSON: ' + AppraiserCasePayloadBuilder.buildPayloadJson(appraiserCase.Id));
-System.debug('Doc Gen JSON: ' + AppraiserCaseDocGenService.buildDocGenRequestJson(appraiserCase.Id, 'APPRAISER_REVIEW_LETTER'));
+System.debug('Data XML:\n' + CLMDocGenCallout.buildDataXmlForCase(appraiserCase.Id));