Commit Graph

1 Commits

Author SHA1 Message Date
paulh fe337efe63 Update documentation to reflect current architecture
SALESFORCE_SETUP.md:
- Rewrite "What was added" to cover all current fields, metadata types,
  Apex classes, LWC components, named credentials, and permission sets
- Add DocusignESignatureServiceTest to the test run command

README.md:
- Replace absolute /home/paulh/... paths with relative ./FILE.md links

CLM_INTEGRATION.md:
- Pattern 1: replace wrong 3-arg trigger callout with correct Queueable pattern
  (triggers cannot make direct callouts)
- Pattern 2: mark LWC quick action as implemented (no longer a recommendation)
- Pattern 3: update REST resource to use CLMAdminService.generateDocument signature
- Payload/request/response: replace old pre-XML format with current
  documentxmlmergetasks JSON and XML structure
- Template design: replace Handlebars syntax with CLM XML merge description

NEXT_STEPS_DOCGEN.md:
- Mark Option B (LWC quick action) as complete
- Replace open-ended "what to confirm" with forward-looking guidance on
  extending to NOD, Education, and Intent to Remove letter types

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-09 20:36:29 -04:00