Create Appraiser Case custom record and DocGen service

docs/CLM_TEMPLATE_MAPPING_SNIPPET.md

@@ -0,0 +1,71 @@
+# DocuSign CLM Template Mapping Snippet
+
+This project assumes Salesforce is the system of record and DocuSign CLM doc gen receives a payload built from `Appraiser_Case__c` and its related `Appraiser_Deficiency__c` records.
+
+## Suggested Merge Payload
+
+```json
+{
+  "templateKey": "APPRAISER_REVIEW_LETTER",
+  "recordId": "a01XXXXXXXXXXXX",
+  "sourceObject": "Appraiser_Case__c",
+  "mergeData": {
+    "appraiserCaseNumber": "AC-000123",
+    "appraiserFieldReviewDate": "2026-04-01",
+    "propertyStreet": "123 Main St",
+    "propertyCity": "Ottawa",
+    "propertyStateProvince": "ON",
+    "propertyPostalCode": "K1A 0A1",
+    "propertyCountry": "Canada",
+    "propertyAddressSingleLine": "123 Main St | Ottawa, ON, K1A 0A1 | Canada",
+    "deficiencies": [
+      {
+        "deficiencyNumber": "1",
+        "description": "Missing comparable sale analysis",
+        "resolution": "Provide updated comparable sales section",
+        "sortOrder": 1
+      }
+    ]
+  }
+}
+```
+
+## Suggested Template Tokens
+
+Use the actual DocuSign CLM token syntax used in your tenant, but the field model should be equivalent to:
+
+- `{{mergeData.appraiserCaseNumber}}`
+- `{{mergeData.appraiserFieldReviewDate}}`
+- `{{mergeData.propertyStreet}}`
+- `{{mergeData.propertyCity}}`
+- `{{mergeData.propertyStateProvince}}`
+- `{{mergeData.propertyPostalCode}}`
+- `{{mergeData.propertyCountry}}`
+- `{{mergeData.propertyAddressSingleLine}}`
+
+### Deficiency Repeat Block
+
+```handlebars
+{{#each mergeData.deficiencies}}
+| {{deficiencyNumber}} | {{description}} | {{resolution}} |
+{{/each}}
+```
+
+## Recommended Letter Sections
+
+1. Header / logo block
+2. Review metadata
+   - Case number
+   - Field review date
+   - Property address
+3. Deficiency table
+   - Deficiency number
+   - Description
+   - Resolution
+4. Closing / signature block
+
+## Notes
+
+- Keep `deficiencies` as a repeatable child collection, not a flattened text blob.
+- If DocuSign CLM requires a REST callout payload, `AppraiserCaseDocGenService.buildDocGenRequestJson()` is a good source payload to hand to your integration layer.
+- If your CLM tenant uses a different collection token syntax, map the same logical field names there.

docs/DEPLOYMENT_AND_TESTING.md

@@ -1,39 +1,11 @@
 # Deployment & Testing — Appraiser Review Letter
 
-## Implemented Salesforce Metadata
-- Parent object: Appraiser_Case__c (label: Appraiser Case)
-- Name field (auto number): Appraiser Case Number (AC-{00000})
-- Fields on Appraiser Case:
-  - Appraiser_Field_Review_Date__c (Date)
-  - Property_Address__c (Text 255)
-- Child object for repeatable deficiencies: Appraiser_Case_Deficiency__c
-- Fields on Appraiser Case Deficiency:
-  - Appraiser_Case__c (Master-Detail to Appraiser_Case__c)
-  - Deficiency_Number__c (Number)
-  - Description__c (Long Text Area)
-  - Resolution__c (Long Text Area)
-- Permission set: Appraiser_Case_Access
-- Apex Classes:
-  - AppraiserCasePayloadBuilder: Transforms Salesforce data to CLM merge payload
-  - AppraiserCasePayloadBuilderTest: Unit tests for payload builder
-  - CLMDocGenCallout: HTTP integration with DocuSign CLM API
-
 ## Deployment Steps
 1. Deploy custom objects & fields
-2. Deploy Apex classes (included in manifest)
+2. Copy updated template files into Salesforce docs directory
-3. Configure Named Credentials for CLM API access
+3. Map merge fields to object schema
-4. Configure Remote Site Settings for CLM instance
+4. Configure CLM template and connect API
-5. Map merge fields to object schema
+5. Test with sample Appraisal and Deficiency objects
-6. Configure CLM template and connect API
-7. Test with sample Appraiser Case records
-
-### Suggested CLI Deploy Commands
-1. Authenticate to your org:
-	- sf org login web --alias appraiser-dev
-2. Validate source deploy:
-	- sf project deploy validate --target-org appraiser-dev --manifest manifest/package.xml
-3. Deploy metadata:
-	- sf project deploy start --target-org appraiser-dev --manifest manifest/package.xml
 
 ---
 
@@ -43,39 +15,6 @@
 - Test table rendering for arrays (DeficiencyList, ReviewerComments)
 - Document any failed merges or formatting gaps
 
-## CLM Data Mapping Starter
-- AppraiserCaseNumber -> Appraiser_Case__c.Name
-- AppraiserFieldReviewDate -> Appraiser_Case__c.Appraiser_Field_Review_Date__c
-- PropertyAddress -> Appraiser_Case__c.Property_Address__c
-- DeficiencyList[] -> Appraiser_Case__c.Deficiencies__r
-	- deficiencyNumber -> Deficiency_Number__c
-	- description -> Description__c
-	- resolution -> Resolution__c
-
-## Smoke Test Execution
-After deployment, sample test data was created:
-- Appraiser Case: AC-00001 (a0wKW000007OIiCYAW)
-- 3 related deficiency records verified
-
-### Test Payload Query (run in Apex Execute or Query Editor)
-```soql
-SELECT Id, Name, Appraiser_Field_Review_Date__c, Property_Address__c, 
-  (SELECT Id, Deficiency_Number__c, Description__c, Resolution__c 
-   FROM Deficiencies__r ORDER BY Deficiency_Number__c) 
-FROM Appraiser_Case__c 
-WHERE Id='a0wKW000007OIiCYAW'
-```
-
-### Test Payload Generation (Apex)
-```apex
-String caseId = 'a0wKW000007OIiCYAW';
-Map<String, Object> payload = AppraiserCasePayloadBuilder.buildPayload(caseId);
-System.debug(JSON.serializePretty(payload));
-```
-
-## CLM Doc Gen Integration
-See [CLM_INTEGRATION.md](CLM_INTEGRATION.md) for complete setup and integration patterns.
-
 ---
 
 _Last updated: 2026-02-26 13:26 PM_

docs/NEXT_STEPS_DOCGEN.md

@@ -0,0 +1,34 @@
+# Next Steps — DocuSign CLM Launch Path
+
+I added a placeholder Quick Action metadata file so there is an explicit place in the project for the document generation launch pattern.
+
+## Reality check
+
+DocuSign CLM launch configuration varies by package and org setup. Because of that, the action in this repo is a scaffold/placeholder, not a guaranteed final production action.
+
+## Recommended implementation path
+
+### Option A — Screen Flow (recommended first)
+- Create a Screen Flow or autolaunched Flow that accepts `recordId`
+- Call an Apex invocable or Apex action that builds the payload
+- Hand that payload to your DocuSign CLM mechanism
+- Redirect user to resulting document or status page
+
+### Option B — LWC / Aura quick action
+- Use a Lightning Web Component quick action on `Appraiser_Case__c`
+- Call `AppraiserCaseDocGenService.buildDocGenRequestJson(recordId, templateKey)`
+- Send the payload to the installed DocuSign CLM endpoint or orchestration layer
+
+### Option C — Button / URL hack
+- Usually fast, usually brittle. I don’t recommend it unless your CLM package explicitly documents it.
+
+## What to confirm in your org
+
+1. Exact DocuSign CLM package/API available in Salesforce
+2. Whether generation is initiated by package component, Flow action, Apex callout, or named credential call
+3. Template identifier format (`templateKey`, template Id, or external document key)
+4. Returned artifact behavior (attach to record, email, save to CLM repository, etc.)
+
+## Good next move
+
+Once you know the exact DocuSign package artifact available in the org, I can wire the placeholder into a real Flow/LWC/Apex launch path.

docs/SALESFORCE_SETUP.md

@@ -0,0 +1,85 @@
+# Salesforce Setup — Appraiser Case + DocuSign CLM
+
+## What was added
+
+### Custom object: `Appraiser_Case__c`
+- Auto-number name field labeled **Appraiser Case Number**
+- `Appraiser_Field_Review_Date__c` (Date)
+- `Property_Street__c` (Text 255)
+- `Property_City__c` (Text 80)
+- `Property_State_Province__c` (Text 80)
+- `Property_Postal_Code__c` (Text 20)
+- `Property_Country__c` (Text 80)
+
+### Child custom object: `Appraiser_Deficiency__c`
+- Master-detail to `Appraiser_Case__c`
+- `Deficiency_Number__c` (Text 50)
+- `Description__c` (Long Text Area)
+- `Resolution__c` (Long Text Area)
+- `Sort_Order__c` (Number)
+
+### Layouts
+- Basic page layout for Appraiser Case
+- Basic page layout for Appraiser Deficiency
+- Related list on Appraiser Case for deficiencies
+- Basic list view on Appraiser Case
+
+### Tabs and permissions
+- Custom tabs for both objects
+- Permission set: `Appraiser_Case_Admin`
+
+### Apex
+- `AppraiserCaseDocGenService.cls`
+- `AppraiserCaseDocGenServiceTest.cls`
+
+### Sample data
+- Anonymous Apex script: `scripts/apex/createSampleAppraiserCase.apex`
+
+## Deploy
+
+From the project root:
+
+```bash
+sf project deploy start --source-dir force-app
+```
+
+Or from elsewhere:
+
+```bash
+sf project deploy start --source-dir /home/paulh/.openclaw/workspace/projects/salesforce-appraiser-review-letter/force-app
+```
+
+## Test Apex
+
+```bash
+sf apex run test --tests AppraiserCaseDocGenServiceTest --result-format human
+```
+
+## Load sample data
+
+```bash
+sf apex run --file scripts/apex/createSampleAppraiserCase.apex
+```
+
+## Assign permission set
+
+```bash
+sf org assign permset --name Appraiser_Case_Admin
+```
+
+## Suggested next steps in Salesforce
+
+1. Deploy metadata.
+2. Assign permission set.
+3. Run the sample Apex script.
+4. Open the `Appraiser Case` tab and verify the record + related deficiencies.
+5. Validate the JSON payload in debug logs or by running the Apex methods directly.
+6. Wire the DocuSign CLM launch path based on the exact package capability in your org.
+
+## About the quick action
+
+A placeholder quick action metadata file was added to mark the launch point, but DocuSign CLM launch mechanics vary by package/org. See `docs/NEXT_STEPS_DOCGEN.md` for the practical wiring options.
+
+## About “page layout” and “default setup”
+
+You said “just do default.” In Salesforce terms that means I created the baseline metadata so records can be created and edited in a normal Lightning UI without custom polish yet.

docs/requirements.md

@@ -42,39 +42,6 @@ Outline technical and functional requirements for Appraiser Review Letter templa
 - What is the authoritative object and field schema for merge?
 - Are custom field mappings needed for relationships (e.g. lookup fields)?
 
-## Initial Authoritative Salesforce Schema
+---
-- Appraiser_Case__c (Appraiser Case)
+_Last updated: 2026-02-26 10:35 AM_
-  - Name (label: Appraiser Case Number, AutoNumber)
+_Work in progress: Integration and schema expansion next._
-  - Appraiser_Field_Review_Date__c (Date)
-  - Property_Address__c (Text)
-- Appraiser_Case_Deficiency__c (Appraiser Case Deficiency)
-  - Appraiser_Case__c (Master-Detail -> Appraiser_Case__c)
-  - Deficiency_Number__c (Number)
-  - Description__c (Long Text Area)
-  - Resolution__c (Long Text Area)
-
-This schema supports CLM array merges by iterating child deficiency records tied to one appraiser case.
-
-## CLM Integration
-
-### Payload Structure (from AppraiserCasePayloadBuilder)
-The Apex class `AppraiserCasePayloadBuilder` transforms Salesforce records into CLM-ready JSON:
-- AppraiserCaseNumber (string) -> Appraiser_Case__c.Name
-- AppraiserFieldReviewDate (ISO date) -> Appraiser_Case__c.Appraiser_Field_Review_Date__c
-- PropertyAddress (string) -> Appraiser_Case__c.Property_Address__c
-- DeficiencyList (array of objects):
-  - deficiencyNumber (number) -> Appraiser_Case_Deficiency__c.Deficiency_Number__c
-  - description (string) -> Appraiser_Case_Deficiency__c.Description__c
-  - resolution (string) -> Appraiser_Case_Deficiency__c.Resolution__c
-
-### CLM API Integration (CLMDocGenCallout)
-- HTTP POST to DocuSign CLM API with merge payload
-- Named Credentials: Securely store CLM endpoint + OAuth token
-- Remote Site Settings: Whitelist CLM instance domain
-- Response includes document URL and ID for tracking
-
-See [CLM_INTEGRATION.md](CLM_INTEGRATION.md) for setup and usage patterns.
- 
- ---
- _Last updated: 2026-02-26 10:35 AM_
- _Work in progress: Integration and schema expansion next._

force-app/main/default/classes/AppraiserCaseDocGenService.cls

@@ -0,0 +1,103 @@
+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));
+    }
+}

force-app/main/default/classes/AppraiserCaseDocGenService.cls-meta.xml

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

force-app/main/default/classes/AppraiserCaseDocGenServiceTest.cls

@@ -0,0 +1,36 @@
+@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'));
+    }
+}

force-app/main/default/classes/AppraiserCaseDocGenServiceTest.cls-meta.xml

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

force-app/main/default/layouts/Appraiser_Case__c-Appraiser Case Layout.layout-meta.xml

@@ -0,0 +1,80 @@
+<?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>Edit</behavior>
+                <field>Appraiser_Field_Review_Date__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>CreatedDate</field>
+            </layoutItems>
+        </layoutColumns>
+        <layoutColumns>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>LastModifiedDate</field>
+            </layoutItems>
+        </layoutColumns>
+        <style>TwoColumnsTopToBottom</style>
+    </layoutSections>
+    <layoutSections>
+        <customLabel>false</customLabel>
+        <detailHeading>true</detailHeading>
+        <editHeading>true</editHeading>
+        <label>Property Address</label>
+        <layoutColumns>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>Property_Street__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>Property_City__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>Property_State_Province__c</field>
+            </layoutItems>
+        </layoutColumns>
+        <layoutColumns>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>Property_Postal_Code__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>Property_Country__c</field>
+            </layoutItems>
+        </layoutColumns>
+        <style>TwoColumnsTopToBottom</style>
+    </layoutSections>
+    <relatedLists>
+        <fields>NAME</fields>
+        <fields>Deficiency_Number__c</fields>
+        <fields>Description__c</fields>
+        <fields>Resolution__c</fields>
+        <fields>Sort_Order__c</fields>
+        <relatedList>Appraiser_Deficiencies__r</relatedList>
+    </relatedLists>
+    <relatedLists>
+        <fields>SUBJECT</fields>
+        <fields>STATUS</fields>
+        <fields>DUE_DATE</fields>
+        <relatedList>OpenActivities</relatedList>
+    </relatedLists>
+    <showEmailCheckbox>false</showEmailCheckbox>
+    <showHighlightsPanel>true</showHighlightsPanel>
+    <showInteractionLogPanel>false</showInteractionLogPanel>
+    <showRunAssignmentRulesCheckbox>false</showRunAssignmentRulesCheckbox>
+    <showSubmitAndAttachButton>false</showSubmitAndAttachButton>
+</Layout>

force-app/main/default/layouts/Appraiser_Deficiency__c-Appraiser Deficiency Layout.layout-meta.xml

@@ -0,0 +1,54 @@
+<?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>

force-app/main/default/objects/Appraiser_Case__c/Appraiser_Case__c.object-meta.xml

@@ -1,16 +1,38 @@
 <?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>
-    <description>Main record for appraiser review letter generation in CLM.</description>
     <enableActivities>true</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>Private</externalSharingModel>
     <label>Appraiser Case</label>
     <nameField>
-        <displayFormat>AC-{00000}</displayFormat>
+        <displayFormat>AC-{000000}</displayFormat>
         <label>Appraiser Case Number</label>
         <type>AutoNumber</type>
     </nameField>
     <pluralLabel>Appraiser Cases</pluralLabel>
+    <searchLayouts></searchLayouts>
     <sharingModel>ReadWrite</sharingModel>
-</CustomObject>
+    <visibility>Public</visibility>
+</CustomObject>

force-app/main/default/objects/Appraiser_Case__c/fields/Appraiser_Field_Review_Date__c.field-meta.xml

@@ -1,9 +1,8 @@
 <?xml version="1.0" encoding="UTF-8"?>
 <CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
     <fullName>Appraiser_Field_Review_Date__c</fullName>
-    <description>Date the appraiser field review was completed.</description>
     <label>Appraiser Field Review Date</label>
     <required>false</required>
-    <trackHistory>false</trackHistory>
+    <trackHistory>true</trackHistory>
     <type>Date</type>
-</CustomField>
+</CustomField>

force-app/main/default/objects/Appraiser_Case__c/fields/Property_City__c.field-meta.xml

@@ -0,0 +1,9 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Property_City__c</fullName>
+    <label>Property City</label>
+    <length>80</length>
+    <required>false</required>
+    <trackHistory>true</trackHistory>
+    <type>Text</type>
+</CustomField>

force-app/main/default/objects/Appraiser_Case__c/fields/Property_Country__c.field-meta.xml

@@ -0,0 +1,9 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Property_Country__c</fullName>
+    <label>Property Country</label>
+    <length>80</length>
+    <required>false</required>
+    <trackHistory>true</trackHistory>
+    <type>Text</type>
+</CustomField>

force-app/main/default/objects/Appraiser_Case__c/fields/Property_Postal_Code__c.field-meta.xml

@@ -0,0 +1,9 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Property_Postal_Code__c</fullName>
+    <label>Property Postal Code</label>
+    <length>20</length>
+    <required>false</required>
+    <trackHistory>true</trackHistory>
+    <type>Text</type>
+</CustomField>

force-app/main/default/objects/Appraiser_Case__c/fields/Property_State_Province__c.field-meta.xml

@@ -0,0 +1,9 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Property_State_Province__c</fullName>
+    <label>Property State/Province</label>
+    <length>80</length>
+    <required>false</required>
+    <trackHistory>true</trackHistory>
+    <type>Text</type>
+</CustomField>

force-app/main/default/objects/Appraiser_Case__c/fields/Property_Street__c.field-meta.xml

@@ -0,0 +1,9 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Property_Street__c</fullName>
+    <label>Property Street</label>
+    <length>255</length>
+    <required>false</required>
+    <trackHistory>true</trackHistory>
+    <type>Text</type>
+</CustomField>

force-app/main/default/objects/Appraiser_Case__c/listViews/All.listView-meta.xml

@@ -0,0 +1,12 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<ListView xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>All</fullName>
+    <columns>Name</columns>
+    <columns>Appraiser_Field_Review_Date__c</columns>
+    <columns>Property_Street__c</columns>
+    <columns>Property_City__c</columns>
+    <columns>Property_State_Province__c</columns>
+    <columns>LastModifiedDate</columns>
+    <filterScope>Everything</filterScope>
+    <label>All</label>
+</ListView>

force-app/main/default/objects/Appraiser_Deficiency__c/Appraiser_Deficiency__c.object-meta.xml

@@ -0,0 +1,37 @@
+<?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>

force-app/main/default/objects/Appraiser_Deficiency__c/fields/Appraiser_Case__c.field-meta.xml

@@ -0,0 +1,13 @@
+<?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>

force-app/main/default/objects/Appraiser_Deficiency__c/fields/Deficiency_Number__c.field-meta.xml

@@ -0,0 +1,9 @@
+<?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>

force-app/main/default/objects/Appraiser_Deficiency__c/fields/Description__c.field-meta.xml

@@ -0,0 +1,10 @@
+<?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>

force-app/main/default/objects/Appraiser_Deficiency__c/fields/Resolution__c.field-meta.xml

@@ -0,0 +1,10 @@
+<?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>

force-app/main/default/objects/Appraiser_Deficiency__c/fields/Sort_Order__c.field-meta.xml

@@ -0,0 +1,10 @@
+<?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>

force-app/main/default/permissionsets/Appraiser_Case_Admin.permissionset-meta.xml

@@ -0,0 +1,87 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<PermissionSet xmlns="http://soap.sforce.com/2006/04/metadata">
+    <description>Access to Appraiser Case and Appraiser Deficiency objects for setup and early testing.</description>
+    <fieldPermissions>
+        <editable>true</editable>
+        <field>Appraiser_Case__c.Appraiser_Field_Review_Date__c</field>
+        <readable>true</readable>
+    </fieldPermissions>
+    <fieldPermissions>
+        <editable>true</editable>
+        <field>Appraiser_Case__c.Property_Street__c</field>
+        <readable>true</readable>
+    </fieldPermissions>
+    <fieldPermissions>
+        <editable>true</editable>
+        <field>Appraiser_Case__c.Property_City__c</field>
+        <readable>true</readable>
+    </fieldPermissions>
+    <fieldPermissions>
+        <editable>true</editable>
+        <field>Appraiser_Case__c.Property_State_Province__c</field>
+        <readable>true</readable>
+    </fieldPermissions>
+    <fieldPermissions>
+        <editable>true</editable>
+        <field>Appraiser_Case__c.Property_Postal_Code__c</field>
+        <readable>true</readable>
+    </fieldPermissions>
+    <fieldPermissions>
+        <editable>true</editable>
+        <field>Appraiser_Case__c.Property_Country__c</field>
+        <readable>true</readable>
+    </fieldPermissions>
+    <fieldPermissions>
+        <editable>true</editable>
+        <field>Appraiser_Deficiency__c.Appraiser_Case__c</field>
+        <readable>true</readable>
+    </fieldPermissions>
+    <fieldPermissions>
+        <editable>true</editable>
+        <field>Appraiser_Deficiency__c.Deficiency_Number__c</field>
+        <readable>true</readable>
+    </fieldPermissions>
+    <fieldPermissions>
+        <editable>true</editable>
+        <field>Appraiser_Deficiency__c.Description__c</field>
+        <readable>true</readable>
+    </fieldPermissions>
+    <fieldPermissions>
+        <editable>true</editable>
+        <field>Appraiser_Deficiency__c.Resolution__c</field>
+        <readable>true</readable>
+    </fieldPermissions>
+    <fieldPermissions>
+        <editable>true</editable>
+        <field>Appraiser_Deficiency__c.Sort_Order__c</field>
+        <readable>true</readable>
+    </fieldPermissions>
+    <hasActivationRequired>false</hasActivationRequired>
+    <label>Appraiser Case Admin</label>
+    <objectPermissions>
+        <allowCreate>true</allowCreate>
+        <allowDelete>true</allowDelete>
+        <allowEdit>true</allowEdit>
+        <allowRead>true</allowRead>
+        <modifyAllRecords>true</modifyAllRecords>
+        <object>Appraiser_Case__c</object>
+        <viewAllRecords>true</viewAllRecords>
+    </objectPermissions>
+    <objectPermissions>
+        <allowCreate>true</allowCreate>
+        <allowDelete>true</allowDelete>
+        <allowEdit>true</allowEdit>
+        <allowRead>true</allowRead>
+        <modifyAllRecords>true</modifyAllRecords>
+        <object>Appraiser_Deficiency__c</object>
+        <viewAllRecords>true</viewAllRecords>
+    </objectPermissions>
+    <tabSettings>
+        <tab>Appraiser_Case__c</tab>
+        <visibility>Visible</visibility>
+    </tabSettings>
+    <tabSettings>
+        <tab>Appraiser_Deficiency__c</tab>
+        <visibility>Visible</visibility>
+    </tabSettings>
+</PermissionSet>

force-app/main/default/quickActions/Appraiser_Case__c.Generate_Review_Letter.quickAction-meta.xml

@@ -0,0 +1,11 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<QuickAction xmlns="http://soap.sforce.com/2006/04/metadata">
+    <description>Placeholder action to launch Appraiser review letter generation flow or component.</description>
+    <height>600</height>
+    <label>Generate Review Letter</label>
+    <optionsCreateFeedItem>false</optionsCreateFeedItem>
+    <standardLabel>New</standardLabel>
+    <targetObject>Appraiser_Case__c</targetObject>
+    <type>Create</type>
+    <width>800</width>
+</QuickAction>

force-app/main/default/tabs/Appraiser_Case__c.tab-meta.xml

@@ -0,0 +1,5 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
+    <customObject>true</customObject>
+    <motif>Custom67: Gears</motif>
+</CustomTab>

force-app/main/default/tabs/Appraiser_Deficiency__c.tab-meta.xml

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

scripts/apex/createSampleAppraiserCase.apex

@@ -0,0 +1,32 @@
+Appraiser_Case__c appraiserCase = new Appraiser_Case__c(
+    Appraiser_Field_Review_Date__c = Date.today(),
+    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 List<Appraiser_Deficiency__c>{
+    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
+    ),
+    new Appraiser_Deficiency__c(
+        Name = 'Deficiency 2',
+        Appraiser_Case__c = appraiserCase.Id,
+        Deficiency_Number__c = '2',
+        Description__c = 'Exterior condition comments are too brief',
+        Resolution__c = 'Expand comments and attach photos',
+        Sort_Order__c = 2
+    )
+};
+
+System.debug('Created Appraiser Case Id: ' + appraiserCase.Id);
+System.debug('Payload JSON: ' + AppraiserCaseDocGenService.buildPayloadJson(appraiserCase.Id));
+System.debug('Doc Gen JSON: ' + AppraiserCaseDocGenService.buildDocGenRequestJson(appraiserCase.Id, 'APPRAISER_REVIEW_LETTER'));

sfdx-project.json

@@ -8,5 +8,5 @@
   "name": "salesforce-appraiser-review-letter",
   "namespace": "",
   "sfdcLoginUrl": "https://login.salesforce.com",
-  "sourceApiVersion": "62.0"
+  "sourceApiVersion": "63.0"
-}
+}