paulh
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e4b7456dc1
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feat(esignature): add 5 eSignature tracking fields to Appraiser_Case__c
Add ESignature_Envelope_Id__c (Text 255), ESignature_Envelope_Status__c
(Text 50), ESignature_Sent_At__c (DateTime), ESignature_Completed_At__c
(DateTime), and ESignature_Envelope_Url__c (URL) to Appraiser_Case__c.
Deployed to appraiser-dev — Status: Succeeded.
Agent: claude-sonnet-4-6
Tests: N/A (metadata-only)
Tests-Added: 0
TypeScript: N/A (Apex project)
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2026-04-09 22:15:07 -04:00 |
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paulh
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62b78faf1a
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Add new Salesforce metadata for account-based CLM and eSignature integration
- Appraiser_Case__c: appraiser identity/address fields, FHA case number,
CLM tracking fields (task ID/URL/status), generated document fields,
attached file fields, Letter_Sent_Date__c
- Appraiser_Case_Deficiency__c: Reference__c field, blank-record validation rule
- CLM_Account_Setting__mdt and CLM_Letter_Definition__mdt: per-account CLM
and eSignature configuration with seeded records for DTC_CLM_Demo,
DTC_IAM_Enterprise, DTC_HUD_Demo
- CLM_Environment_Setting__mdt: UAT/S1 environment defaults
- Named credentials: CLMs1NamedCreds, CLMs1Download, Esignature_Demo_NamedCreds
- LWC: clmDocGenWorkbench, docusignEsignWorkbench, clmRequestPreview
- Layouts, record page, permission sets, quick action, app, tabs, manifest
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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2026-04-09 20:35:59 -04:00 |