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salesforce-appraiser-review-letter
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Remove legacy Appraiser_Deficiency__c object and AppraiserCaseDocGenService 

Replaced by Appraiser_Case_Deficiency__c (master-detail, with Reference__c
field) and the XML-merge-based CLMDocGenCallout/CLMAdminService stack.
Also removes placeholder named credentials CLMNamedCred and CLMuatDownloadNamedCreds
superseded by the account-specific credential set.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
paulh 2026-04-09 20:35:42 -04:00
parent e058dedb82
commit 703fb0c0ba
14 changed files with 0 additions and 340 deletions
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103
force-app/main/default/classes/AppraiserCaseDocGenService.cls
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@ -1,103 +0,0 @@
public with sharing class AppraiserCaseDocGenService {
public class DeficiencyDTO {
@AuraEnabled public String deficiencyNumber;
@AuraEnabled public String description;
@AuraEnabled public String resolution;
@AuraEnabled public Decimal sortOrder;
}
public class AppraiserCasePayload {
@AuraEnabled public Id caseId;
@AuraEnabled public String appraiserCaseNumber;
@AuraEnabled public Date appraiserFieldReviewDate;
@AuraEnabled public String propertyStreet;
@AuraEnabled public String propertyCity;
@AuraEnabled public String propertyStateProvince;
@AuraEnabled public String propertyPostalCode;
@AuraEnabled public String propertyCountry;
@AuraEnabled public String propertyAddressSingleLine;
@AuraEnabled public List<DeficiencyDTO> deficiencies;
}
@AuraEnabled(cacheable=false)
public static String buildPayloadJson(Id appraiserCaseId) {
return JSON.serialize(buildPayload(appraiserCaseId));
}
public static AppraiserCasePayload buildPayload(Id appraiserCaseId) {
Appraiser_Case__c appraiserCase = [
SELECT Id,
Name,
Appraiser_Field_Review_Date__c,
Property_Street__c,
Property_City__c,
Property_State_Province__c,
Property_Postal_Code__c,
Property_Country__c,
(SELECT Id,
Name,
Deficiency_Number__c,
Description__c,
Resolution__c,
Sort_Order__c
FROM Appraiser_Deficiencies__r
ORDER BY Sort_Order__c ASC, CreatedDate ASC)
FROM Appraiser_Case__c
WHERE Id = :appraiserCaseId
LIMIT 1
];
AppraiserCasePayload payload = new AppraiserCasePayload();
payload.caseId = appraiserCase.Id;
payload.appraiserCaseNumber = appraiserCase.Name;
payload.appraiserFieldReviewDate = appraiserCase.Appraiser_Field_Review_Date__c;
payload.propertyStreet = appraiserCase.Property_Street__c;
payload.propertyCity = appraiserCase.Property_City__c;
payload.propertyStateProvince = appraiserCase.Property_State_Province__c;
payload.propertyPostalCode = appraiserCase.Property_Postal_Code__c;
payload.propertyCountry = appraiserCase.Property_Country__c;
payload.propertyAddressSingleLine = buildAddress(appraiserCase);
payload.deficiencies = new List<DeficiencyDTO>();
for (Appraiser_Deficiency__c deficiency : appraiserCase.Appraiser_Deficiencies__r) {
DeficiencyDTO dto = new DeficiencyDTO();
dto.deficiencyNumber = deficiency.Deficiency_Number__c;
dto.description = deficiency.Description__c;
dto.resolution = deficiency.Resolution__c;
dto.sortOrder = deficiency.Sort_Order__c;
payload.deficiencies.add(dto);
}
return payload;
}
private static String buildAddress(Appraiser_Case__c appraiserCase) {
List<String> parts = new List<String>();
if (String.isNotBlank(appraiserCase.Property_Street__c)) parts.add(appraiserCase.Property_Street__c);
List<String> cityLine = new List<String>();
if (String.isNotBlank(appraiserCase.Property_City__c)) cityLine.add(appraiserCase.Property_City__c);
if (String.isNotBlank(appraiserCase.Property_State_Province__c)) cityLine.add(appraiserCase.Property_State_Province__c);
if (String.isNotBlank(appraiserCase.Property_Postal_Code__c)) cityLine.add(appraiserCase.Property_Postal_Code__c);
if (!cityLine.isEmpty()) parts.add(String.join(cityLine, ', '));
if (String.isNotBlank(appraiserCase.Property_Country__c)) parts.add(appraiserCase.Property_Country__c);
return String.join(parts, ' | ');
}
@AuraEnabled(cacheable=false)
public static Map<String, Object> buildDocGenRequest(Id appraiserCaseId, String templateKey) {
AppraiserCasePayload payload = buildPayload(appraiserCaseId);
Map<String, Object> requestBody = new Map<String, Object>();
requestBody.put('templateKey', templateKey);
requestBody.put('recordId', appraiserCaseId);
requestBody.put('sourceObject', 'Appraiser_Case__c');
requestBody.put('mergeData', payload);
return requestBody;
}
@AuraEnabled(cacheable=false)
public static String buildDocGenRequestJson(Id appraiserCaseId, String templateKey) {
return JSON.serialize(buildDocGenRequest(appraiserCaseId, templateKey));
}
}

5
force-app/main/default/classes/AppraiserCaseDocGenService.cls-meta.xml
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@ -1,5 +0,0 @@
<?xml version="1.0" encoding="UTF-8"?>
<ApexClass xmlns="http://soap.sforce.com/2006/04/metadata">
<apiVersion>63.0</apiVersion>
<status>Active</status>
</ApexClass>

36
force-app/main/default/classes/AppraiserCaseDocGenServiceTest.cls
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@ -1,36 +0,0 @@
@IsTest
private class AppraiserCaseDocGenServiceTest {
@IsTest
static void buildsPayloadAndRequestJson() {
Appraiser_Case__c appraiserCase = new Appraiser_Case__c(
Appraiser_Field_Review_Date__c = Date.newInstance(2026, 4, 1),
Property_Street__c = '123 Main St',
Property_City__c = 'Ottawa',
Property_State_Province__c = 'ON',
Property_Postal_Code__c = 'K1A 0A1',
Property_Country__c = 'Canada'
);
insert appraiserCase;
insert new Appraiser_Deficiency__c(
Name = 'Deficiency 1',
Appraiser_Case__c = appraiserCase.Id,
Deficiency_Number__c = '1',
Description__c = 'Missing comparable sale analysis',
Resolution__c = 'Provide updated comparable sales section',
Sort_Order__c = 1
);
Test.startTest();
AppraiserCaseDocGenService.AppraiserCasePayload payload = AppraiserCaseDocGenService.buildPayload(appraiserCase.Id);
String json = AppraiserCaseDocGenService.buildDocGenRequestJson(appraiserCase.Id, 'APPRAISER_REVIEW_LETTER');
Test.stopTest();
System.assertEquals(appraiserCase.Id, payload.caseId);
System.assertEquals('Ottawa', payload.propertyCity);
System.assertEquals(1, payload.deficiencies.size());
System.assertEquals('1', payload.deficiencies[0].deficiencyNumber);
System.assert(json.contains('APPRAISER_REVIEW_LETTER'));
System.assert(json.contains('Missing comparable sale analysis'));
}
}

5
force-app/main/default/classes/AppraiserCaseDocGenServiceTest.cls-meta.xml
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@ -1,5 +0,0 @@
<?xml version="1.0" encoding="UTF-8"?>
<ApexClass xmlns="http://soap.sforce.com/2006/04/metadata">
<apiVersion>63.0</apiVersion>
<status>Active</status>
</ApexClass>

54
force-app/main/default/layouts/Appraiser_Deficiency__c-Appraiser Deficiency Layout.layout-meta.xml
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@ -1,54 +0,0 @@
<?xml version="1.0" encoding="UTF-8"?>
<Layout xmlns="http://soap.sforce.com/2006/04/metadata">
<layoutSections>
<customLabel>false</customLabel>
<detailHeading>true</detailHeading>
<editHeading>true</editHeading>
<label>Information</label>
<layoutColumns>
<layoutItems>
<behavior>Required</behavior>
<field>Name</field>
</layoutItems>
<layoutItems>
<behavior>Required</behavior>
<field>Appraiser_Case__c</field>
</layoutItems>
<layoutItems>
<behavior>Edit</behavior>
<field>Deficiency_Number__c</field>
</layoutItems>
</layoutColumns>
<layoutColumns>
<layoutItems>
<behavior>Edit</behavior>
<field>Sort_Order__c</field>
</layoutItems>
</layoutColumns>
<style>TwoColumnsTopToBottom</style>
</layoutSections>
<layoutSections>
<customLabel>false</customLabel>
<detailHeading>true</detailHeading>
<editHeading>true</editHeading>
<label>Details</label>
<layoutColumns>
<layoutItems>
<behavior>Edit</behavior>
<field>Description__c</field>
</layoutItems>
</layoutColumns>
<layoutColumns>
<layoutItems>
<behavior>Edit</behavior>
<field>Resolution__c</field>
</layoutItems>
</layoutColumns>
<style>TwoColumnsTopToBottom</style>
</layoutSections>
<showEmailCheckbox>false</showEmailCheckbox>
<showHighlightsPanel>true</showHighlightsPanel>
<showInteractionLogPanel>false</showInteractionLogPanel>
<showRunAssignmentRulesCheckbox>false</showRunAssignmentRulesCheckbox>
<showSubmitAndAttachButton>false</showSubmitAndAttachButton>
</Layout>

24
force-app/main/default/namedCredentials/CLMNamedCred.namedCredential-meta.xml
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@ -1,24 +0,0 @@
<?xml version="1.0" encoding="UTF-8"?>
<NamedCredential xmlns="http://soap.sforce.com/2006/04/metadata">
<allowMergeFieldsInBody>false</allowMergeFieldsInBody>
<allowMergeFieldsInHeader>false</allowMergeFieldsInHeader>
<calloutStatus>Enabled</calloutStatus>
<generateAuthorizationHeader>true</generateAuthorizationHeader>
<label>CLMNamedCred</label>
<namedCredentialParameters>
<parameterName>Url</parameterName>
<parameterType>Url</parameterType>
<parameterValue>https://api.s1.us.clm.demo.docusign.net</parameterValue>
</namedCredentialParameters>
<namedCredentialParameters>
<externalCredential>DocusignJWT</externalCredential>
<parameterName>ExternalCredential</parameterName>
<parameterType>Authentication</parameterType>
</namedCredentialParameters>
<namedCredentialParameters>
<certificate>DocusignJWT</certificate>
<parameterName>ClientCertificate</parameterName>
<parameterType>ClientCertificate</parameterType>
</namedCredentialParameters>
<namedCredentialType>SecuredEndpoint</namedCredentialType>
</NamedCredential>

19
force-app/main/default/namedCredentials/CLMuatDownloadNamedCreds.namedCredential-meta.xml
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@ -1,19 +0,0 @@
<?xml version="1.0" encoding="UTF-8"?>
<NamedCredential xmlns="http://soap.sforce.com/2006/04/metadata">
<allowMergeFieldsInBody>false</allowMergeFieldsInBody>
<allowMergeFieldsInHeader>false</allowMergeFieldsInHeader>
<calloutStatus>Enabled</calloutStatus>
<generateAuthorizationHeader>true</generateAuthorizationHeader>
<label>CLMuatDownloadNamedCreds</label>
<namedCredentialParameters>
<parameterName>Url</parameterName>
<parameterType>Url</parameterType>
<parameterValue>https://apidownloaduatna11.springcm.com</parameterValue>
</namedCredentialParameters>
<namedCredentialParameters>
<externalCredential>DocusignJWT</externalCredential>
<parameterName>ExternalCredential</parameterName>
<parameterType>Authentication</parameterType>
</namedCredentialParameters>
<namedCredentialType>SecuredEndpoint</namedCredentialType>
</NamedCredential>

37
force-app/main/default/objects/Appraiser_Deficiency__c/Appraiser_Deficiency__c.object-meta.xml
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@ -1,37 +0,0 @@
<?xml version="1.0" encoding="UTF-8"?>
<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
<actionOverrides>
<actionName>New</actionName>
<type>Default</type>
</actionOverrides>
<actionOverrides>
<actionName>Edit</actionName>
<type>Default</type>
</actionOverrides>
<actionOverrides>
<actionName>View</actionName>
<type>Default</type>
</actionOverrides>
<allowInChatterGroups>false</allowInChatterGroups>
<compactLayoutAssignment>SYSTEM</compactLayoutAssignment>
<deploymentStatus>Deployed</deploymentStatus>
<enableActivities>false</enableActivities>
<enableBulkApi>true</enableBulkApi>
<enableFeeds>false</enableFeeds>
<enableHistory>true</enableHistory>
<enableLicensing>false</enableLicensing>
<enableReports>true</enableReports>
<enableSearch>true</enableSearch>
<enableSharing>true</enableSharing>
<enableStreamingApi>true</enableStreamingApi>
<externalSharingModel>ControlledByParent</externalSharingModel>
<label>Appraiser Deficiency</label>
<nameField>
<label>Appraiser Deficiency Name</label>
<type>Text</type>
</nameField>
<pluralLabel>Appraiser Deficiencies</pluralLabel>
<searchLayouts></searchLayouts>
<sharingModel>ControlledByParent</sharingModel>
<visibility>Public</visibility>
</CustomObject>

13
force-app/main/default/objects/Appraiser_Deficiency__c/fields/Appraiser_Case__c.field-meta.xml
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@ -1,13 +0,0 @@
<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Appraiser_Case__c</fullName>
<label>Appraiser Case</label>
<referenceTo>Appraiser_Case__c</referenceTo>
<relationshipLabel>Appraiser Deficiencies</relationshipLabel>
<relationshipName>Appraiser_Deficiencies</relationshipName>
<reparentableMasterDetail>false</reparentableMasterDetail>
<required>true</required>
<trackHistory>false</trackHistory>
<type>MasterDetail</type>
<writeRequiresMasterRead>false</writeRequiresMasterRead>
</CustomField>

9
force-app/main/default/objects/Appraiser_Deficiency__c/fields/Deficiency_Number__c.field-meta.xml
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@ -1,9 +0,0 @@
<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Deficiency_Number__c</fullName>
<label>Deficiency Number</label>
<length>50</length>
<required>false</required>
<trackHistory>true</trackHistory>
<type>Text</type>
</CustomField>

10
force-app/main/default/objects/Appraiser_Deficiency__c/fields/Description__c.field-meta.xml
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@ -1,10 +0,0 @@
<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Description__c</fullName>
<label>Description</label>
<length>32768</length>
<required>false</required>
<trackHistory>true</trackHistory>
<type>LongTextArea</type>
<visibleLines>5</visibleLines>
</CustomField>

10
force-app/main/default/objects/Appraiser_Deficiency__c/fields/Resolution__c.field-meta.xml
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@ -1,10 +0,0 @@
<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Resolution__c</fullName>
<label>Resolution</label>
<length>32768</length>
<required>false</required>
<trackHistory>true</trackHistory>
<type>LongTextArea</type>
<visibleLines>5</visibleLines>
</CustomField>

10
force-app/main/default/objects/Appraiser_Deficiency__c/fields/Sort_Order__c.field-meta.xml
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@ -1,10 +0,0 @@
<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Sort_Order__c</fullName>
<label>Sort Order</label>
<precision>6</precision>
<required>false</required>
<scale>0</scale>
<trackHistory>true</trackHistory>
<type>Number</type>
</CustomField>

5
force-app/main/default/tabs/Appraiser_Deficiency__c.tab-meta.xml
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@ -1,5 +0,0 @@
<?xml version="1.0" encoding="UTF-8"?>
<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
<customObject>true</customObject>
<motif>Custom18: Form</motif>
</CustomTab>