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salesforce-appraiser-review-letter
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Create Appraiser Case custom record and DocGen service

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paulh 2026-04-05 14:31:51 -04:00
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docs/CLM_TEMPLATE_MAPPING_SNIPPET.md Normal file
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# 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.

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# 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)
3. Configure Named Credentials for CLM API access
4. Configure Remote Site Settings for CLM instance
5. Map merge fields to object schema
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
2. Copy updated template files into Salesforce docs directory
3. Map merge fields to object schema
4. Configure CLM template and connect API
5. Test with sample Appraisal and Deficiency objects
---
@ -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_

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# 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.

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# 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.

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docs/requirements.md
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- 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)
- Name (label: Appraiser Case Number, AutoNumber)
- 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._
---
_Last updated: 2026-02-26 10:35 AM_
_Work in progress: Integration and schema expansion next._

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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));
}
}

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

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@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'));
}
}

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

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force-app/main/default/layouts/Appraiser_Case__c-Appraiser Case Layout.layout-meta.xml Normal file
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<?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>

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<?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>

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

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<?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>

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<?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>

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<?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>

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<?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>

9
force-app/main/default/objects/Appraiser_Case__c/fields/Property_State_Province__c.field-meta.xml Normal file
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<?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>

9
force-app/main/default/objects/Appraiser_Case__c/fields/Property_Street__c.field-meta.xml Normal file
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@ -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>

12
force-app/main/default/objects/Appraiser_Case__c/listViews/All.listView-meta.xml Normal file
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@ -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>

37
force-app/main/default/objects/Appraiser_Deficiency__c/Appraiser_Deficiency__c.object-meta.xml Normal file
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<?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 Normal file
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@ -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>

9
force-app/main/default/objects/Appraiser_Deficiency__c/fields/Deficiency_Number__c.field-meta.xml Normal file
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@ -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>

10
force-app/main/default/objects/Appraiser_Deficiency__c/fields/Description__c.field-meta.xml Normal file
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@ -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>

10
force-app/main/default/objects/Appraiser_Deficiency__c/fields/Resolution__c.field-meta.xml Normal file
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@ -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>

10
force-app/main/default/objects/Appraiser_Deficiency__c/fields/Sort_Order__c.field-meta.xml Normal file
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@ -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>

87
force-app/main/default/permissionsets/Appraiser_Case_Admin.permissionset-meta.xml Normal file
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@ -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>

11
force-app/main/default/quickActions/Appraiser_Case__c.Generate_Review_Letter.quickAction-meta.xml Normal file
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@ -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>

5
force-app/main/default/tabs/Appraiser_Case__c.tab-meta.xml Normal file
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@ -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>

5
force-app/main/default/tabs/Appraiser_Deficiency__c.tab-meta.xml Normal file
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@ -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>

32
scripts/apex/createSampleAppraiserCase.apex Normal file
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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'));

4
sfdx-project.json
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@ -8,5 +8,5 @@
"name": "salesforce-appraiser-review-letter",
"namespace": "",
"sfdcLoginUrl": "https://login.salesforce.com",
"sourceApiVersion": "62.0"
}
"sourceApiVersion": "63.0"
}