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salesforce-appraiser-review-letter
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feat(clm-admin): add persistEnvelopeResult() and extend CaseContext with eSignature fields 

- Add 5 eSignature fields to CaseContext DTO (FR-004)
- Extend getCaseContext() SOQL to include all 5 envelope tracking fields
- Add @AuraEnabled persistEnvelopeResult() following persistDocGenResult pattern (FR-003)
  - Writes ESignature_Envelope_Id__c, ESignature_Envelope_Status__c, ESignature_Sent_At__c
  - Writes ESignature_Envelope_Url__c when non-blank; does NOT touch ESignature_Completed_At__c

Agent: claude-sonnet-4-6
Tests: 7/7 passing | CLMAdminServiceTest
Tests-Added: 0
TypeScript: N/A (Apex project)
This commit is contained in:
paulh 2026-04-09 22:21:29 -04:00
parent 6fe75d8ab3
commit 207358fa7d
2 changed files with 39 additions and 1 deletions
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2
IMPLEMENTATION_PLAN.md
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@ -14,7 +14,7 @@
- [x] **Task 3 — Tests for createEnvelope():** Add test coverage in `DocusignESignatureServiceTest` — success path (mock 201), failure path (mock 400), blank email guard. (NFR-001, TC-001, TC-002)
- [ ] **Task 4 — persistEnvelopeResult() + CaseContext extension:** Add `persistEnvelopeResult()` to `CLMAdminService`. Extend `CaseContext` inner class and `getCaseContext()` SOQL to include the 5 eSignature fields. (FR-003, FR-004)
- [x] **Task 4 — persistEnvelopeResult() + CaseContext extension:** Add `persistEnvelopeResult()` to `CLMAdminService`. Extend `CaseContext` inner class and `getCaseContext()` SOQL to include the 5 eSignature fields. (FR-003, FR-004)
- [ ] **Task 5 — Tests for persistEnvelopeResult():** Add test coverage in `CLMAdminServiceTest` — verify fields written correctly, `ESignature_Sent_At__c` is set, `ESignature_Completed_At__c` is NOT written on a "sent" result. (NFR-001, TC-003)

38
force-app/main/default/classes/CLMAdminService.cls
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@ -22,6 +22,11 @@ public with sharing class CLMAdminService {
@AuraEnabled public String attachedFileUrl;
@AuraEnabled public Datetime lastDocGenRequestedAt;
@AuraEnabled public Datetime lastDocGenCompletedAt;
@AuraEnabled public String eSignatureEnvelopeId;
@AuraEnabled public String eSignatureEnvelopeStatus;
@AuraEnabled public String eSignatureEnvelopeUrl;
@AuraEnabled public Datetime eSignatureSentAt;
@AuraEnabled public Datetime eSignatureCompletedAt;
@AuraEnabled public List<CaseDeficiencyItem> deficiencies;
}
@ -313,6 +318,11 @@ public with sharing class CLMAdminService {
Attached_File_Url__c,
Last_DocGen_Requested_At__c,
Last_DocGen_Completed_At__c,
ESignature_Envelope_Id__c,
ESignature_Envelope_Status__c,
ESignature_Sent_At__c,
ESignature_Completed_At__c,
ESignature_Envelope_Url__c,
(SELECT Id,
Deficiency_Number__c,
Description__c,
@ -344,6 +354,11 @@ public with sharing class CLMAdminService {
context.attachedFileUrl = appraiserCase.Attached_File_Url__c;
context.lastDocGenRequestedAt = appraiserCase.Last_DocGen_Requested_At__c;
context.lastDocGenCompletedAt = appraiserCase.Last_DocGen_Completed_At__c;
context.eSignatureEnvelopeId = appraiserCase.ESignature_Envelope_Id__c;
context.eSignatureEnvelopeStatus = appraiserCase.ESignature_Envelope_Status__c;
context.eSignatureEnvelopeUrl = appraiserCase.ESignature_Envelope_Url__c;
context.eSignatureSentAt = appraiserCase.ESignature_Sent_At__c;
context.eSignatureCompletedAt = appraiserCase.ESignature_Completed_At__c;
context.deficiencies = new List<CaseDeficiencyItem>();
if (appraiserCase.Deficiencies__r != null) {
@ -433,6 +448,29 @@ public with sharing class CLMAdminService {
return result;
}
@AuraEnabled(cacheable=false)
public static void persistEnvelopeResult(
Id caseId,
String envelopeId,
String envelopeStatus,
String envelopeUri
) {
if (caseId == null) {
return;
}
Appraiser_Case__c updateCase = new Appraiser_Case__c(Id = caseId);
updateCase.ESignature_Envelope_Id__c = envelopeId;
updateCase.ESignature_Envelope_Status__c = envelopeStatus;
updateCase.ESignature_Sent_At__c = System.now();
if (String.isNotBlank(envelopeUri)) {
updateCase.ESignature_Envelope_Url__c = envelopeUri;
}
update updateCase;
}
private static String formatAddress(Appraiser_Case__c appraiserCase) {
return AppraiserCasePayloadBuilder.formatMailingAddress(
appraiserCase.Property_Street__c,