Commit Graph

4 Commits

Author SHA1 Message Date
paulh 8fb9df01db Retrieve AcctDemo_NamedCreds into source; add to manifest
SecuredEndpoint credential pointing to account-d.docusign.com, backed by
the DocusignJWT external credential. Referenced by DTC_CLM_Demo account
setting for ESignature_Auth_Named_Credential__c.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-09 21:01:23 -04:00
paulh 0ce516bbfc Fix LWC async bug, null guard, stale sample script; update manifest
LWC fixes:
- clmDocGenWorkbench: resetSelectionsToDefaults was a sync onclick handler
  calling async initializeDefaults without await — isBusy not set and errors
  silently dropped; made the method async and added await
- clmRequestPreview: loadPreview called from refreshAll (account/letter change
  handlers) without a recordId guard; a null appraiserCaseId would propagate
  to the Apex AuraHandledException; added early return with a user-facing message

manifest/package.xml:
- Was missing CLM_Account_Setting__mdt and CLM_Letter_Definition__mdt objects
  and all 17 custom metadata records
- Missing DocusignESignatureService and its test class
- Missing docusignEsignWorkbench and clmRequestPreview LWC components
- Missing NamedCredential section entirely (CLMs1*, CLMuat*, Esignature_Demo)
- Missing CLM Account Setting and Letter Definition layouts

scripts/apex/createSampleAppraiserCase.apex:
- Rewrote entirely; old version referenced the deleted Appraiser_Deficiency__c
  object, Sort_Order__c, Deficiency_Number__c as a string, and the deleted
  AppraiserCaseDocGenService class
- Now uses Appraiser_Case_Deficiency__c with correct field types
- Populates all appraiser identity/address fields added since original version
- Debug output uses AppraiserCasePayloadBuilder and CLMDocGenCallout

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-09 20:50:57 -04:00
paulh 62b78faf1a 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>
2026-04-09 20:35:59 -04:00
paulh 63b1bfd758 Initial commit: Salesforce Appraiser Review Letter with DocuSign CLM integration 2026-04-03 12:13:59 -04:00