IMPLEMENTATION_PLAN.md

@@ -8,13 +8,13 @@
 
 ## Tasks
 
-- [x] **Task 1 — Custom fields:** Add 5 eSignature tracking fields to `Appraiser_Case__c` object metadata and update `package.xml` if needed. Deploy to verify. (FR-001)
+- [ ] **Task 1 — Custom fields:** Add 5 eSignature tracking fields to `Appraiser_Case__c` object metadata and update `package.xml` if needed. Deploy to verify. (FR-001)
 
-- [x] **Task 2 — EnvelopeCreateResult class + createEnvelope() method:** Add `EnvelopeCreateResult` inner class and `createEnvelope(Id caseId, String accountCode, String templateId)` to `DocusignESignatureService`. (FR-002)
+- [ ] **Task 2 — EnvelopeCreateResult class + createEnvelope() method:** Add `EnvelopeCreateResult` inner class and `createEnvelope(Id caseId, String accountCode, String templateId)` to `DocusignESignatureService`. (FR-002)
 
-- [x] **Task 3 — Tests for createEnvelope():** Add test coverage in `DocusignESignatureServiceTest` — success path (mock 201), failure path (mock 400), blank email guard. (NFR-001, TC-001, TC-002)
+- [ ] **Task 3 — Tests for createEnvelope():** Add test coverage in `DocusignESignatureServiceTest` — success path (mock 201), failure path (mock 400), blank email guard. (NFR-001, TC-001, TC-002)
 
-- [x] **Task 4 — persistEnvelopeResult() + CaseContext extension:** Add `persistEnvelopeResult()` to `CLMAdminService`. Extend `CaseContext` inner class and `getCaseContext()` SOQL to include the 5 eSignature fields. (FR-003, FR-004)
+- [ ] **Task 4 — persistEnvelopeResult() + CaseContext extension:** Add `persistEnvelopeResult()` to `CLMAdminService`. Extend `CaseContext` inner class and `getCaseContext()` SOQL to include the 5 eSignature fields. (FR-003, FR-004)
 
 - [ ] **Task 5 — Tests for persistEnvelopeResult():** Add test coverage in `CLMAdminServiceTest` — verify fields written correctly, `ESignature_Sent_At__c` is set, `ESignature_Completed_At__c` is NOT written on a "sent" result. (NFR-001, TC-003)
 

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

@@ -22,11 +22,6 @@ public with sharing class CLMAdminService {
         @AuraEnabled public String attachedFileUrl;
         @AuraEnabled public Datetime lastDocGenRequestedAt;
         @AuraEnabled public Datetime lastDocGenCompletedAt;
-        @AuraEnabled public String eSignatureEnvelopeId;
-        @AuraEnabled public String eSignatureEnvelopeStatus;
-        @AuraEnabled public String eSignatureEnvelopeUrl;
-        @AuraEnabled public Datetime eSignatureSentAt;
-        @AuraEnabled public Datetime eSignatureCompletedAt;
         @AuraEnabled public List<CaseDeficiencyItem> deficiencies;
     }
 
@@ -318,11 +313,6 @@ public with sharing class CLMAdminService {
                    Attached_File_Url__c,
                    Last_DocGen_Requested_At__c,
                    Last_DocGen_Completed_At__c,
-                   ESignature_Envelope_Id__c,
-                   ESignature_Envelope_Status__c,
-                   ESignature_Sent_At__c,
-                   ESignature_Completed_At__c,
-                   ESignature_Envelope_Url__c,
                    (SELECT Id,
                            Deficiency_Number__c,
                            Description__c,
@@ -354,11 +344,6 @@ public with sharing class CLMAdminService {
         context.attachedFileUrl = appraiserCase.Attached_File_Url__c;
         context.lastDocGenRequestedAt = appraiserCase.Last_DocGen_Requested_At__c;
         context.lastDocGenCompletedAt = appraiserCase.Last_DocGen_Completed_At__c;
-        context.eSignatureEnvelopeId = appraiserCase.ESignature_Envelope_Id__c;
-        context.eSignatureEnvelopeStatus = appraiserCase.ESignature_Envelope_Status__c;
-        context.eSignatureEnvelopeUrl = appraiserCase.ESignature_Envelope_Url__c;
-        context.eSignatureSentAt = appraiserCase.ESignature_Sent_At__c;
-        context.eSignatureCompletedAt = appraiserCase.ESignature_Completed_At__c;
         context.deficiencies = new List<CaseDeficiencyItem>();
 
         if (appraiserCase.Deficiencies__r != null) {
@@ -448,29 +433,6 @@ public with sharing class CLMAdminService {
         return result;
     }
 
-    @AuraEnabled(cacheable=false)
-    public static void persistEnvelopeResult(
-        Id caseId,
-        String envelopeId,
-        String envelopeStatus,
-        String envelopeUri
-    ) {
-        if (caseId == null) {
-            return;
-        }
-
-        Appraiser_Case__c updateCase = new Appraiser_Case__c(Id = caseId);
-        updateCase.ESignature_Envelope_Id__c = envelopeId;
-        updateCase.ESignature_Envelope_Status__c = envelopeStatus;
-        updateCase.ESignature_Sent_At__c = System.now();
-
-        if (String.isNotBlank(envelopeUri)) {
-            updateCase.ESignature_Envelope_Url__c = envelopeUri;
-        }
-
-        update updateCase;
-    }
-
     private static String formatAddress(Appraiser_Case__c appraiserCase) {
         return AppraiserCasePayloadBuilder.formatMailingAddress(
             appraiserCase.Property_Street__c,

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

@@ -43,14 +43,6 @@ public with sharing class DocusignESignatureService {
         @AuraEnabled public String rawJson;
     }
 
-    public class EnvelopeCreateResult {
-        @AuraEnabled public Boolean success;
-        @AuraEnabled public String envelopeId;
-        @AuraEnabled public String status;
-        @AuraEnabled public String envelopeUri;
-        @AuraEnabled public String errorMessage;
-    }
-
     @AuraEnabled(cacheable=true)
     public static ESignatureAccountConfig getAccountConfig(String accountCode) {
         CLM_Account_Setting__mdt row = requireAccountSetting(accountCode);
@@ -152,78 +144,6 @@ public with sharing class DocusignESignatureService {
         return parseEnvelopeList(response.responseBody);
     }
 
-    @AuraEnabled(cacheable=false)
-    public static EnvelopeCreateResult createEnvelope(Id caseId, String accountCode, String templateId) {
-        EnvelopeCreateResult result = new EnvelopeCreateResult();
-        result.success = false;
-        try {
-            if (String.isBlank(templateId)) {
-                result.errorMessage = 'Template ID is required.';
-                return result;
-            }
-
-            CLM_Account_Setting__mdt row = requireAccountSetting(accountCode);
-            String targetAccountId = requireESignatureAccountId(row, accountCode, null);
-
-            Appraiser_Case__c caseRecord = [
-                SELECT Appraiser_Email__c,
-                       Appraiser_Name__c,
-                       Appraiser_Last_Name__c,
-                       Appraiser_Salutation__c
-                  FROM Appraiser_Case__c
-                 WHERE Id = :caseId
-                 LIMIT 1
-            ];
-
-            if (String.isBlank(caseRecord.Appraiser_Email__c)) {
-                result.errorMessage = 'Appraiser email is blank on this case. Cannot create envelope.';
-                return result;
-            }
-
-            String appraiserName = String.isNotBlank(caseRecord.Appraiser_Name__c)
-                ? caseRecord.Appraiser_Name__c
-                : ((String.isNotBlank(caseRecord.Appraiser_Salutation__c)
-                    ? caseRecord.Appraiser_Salutation__c + ' '
-                    : '') + String.valueOf(caseRecord.Appraiser_Last_Name__c)).trim();
-
-            Map<String, Object> roleMap = new Map<String, Object>{
-                'email'    => caseRecord.Appraiser_Email__c,
-                'name'     => appraiserName,
-                'roleName' => 'Signer'
-            };
-            Map<String, Object> bodyMap = new Map<String, Object>{
-                'templateId'    => templateId,
-                'templateRoles' => new List<Object>{ roleMap },
-                'status'        => 'sent'
-            };
-
-            HttpRequest req = new HttpRequest();
-            req.setEndpoint(buildEndpoint(
-                '/v2.1/accounts/' + targetAccountId + '/envelopes',
-                row.ESignature_Rest_Named_Credential__c
-            ));
-            req.setMethod('POST');
-            req.setHeader('Content-Type', 'application/json');
-            req.setTimeout(30000);
-            req.setBody(JSON.serialize(bodyMap));
-
-            HttpResponse res = new Http().send(req);
-            if (res.getStatusCode() >= 200 && res.getStatusCode() < 300) {
-                Map<String, Object> responseMap = (Map<String, Object>) JSON.deserializeUntyped(res.getBody());
-                result.success = true;
-                result.envelopeId = (String) responseMap.get('envelopeId');
-                result.status = (String) responseMap.get('status');
-                result.envelopeUri = (String) responseMap.get('uri');
-            } else {
-                result.errorMessage = 'eSignature API Error (HTTP ' + res.getStatusCode() + '): ' + res.getBody();
-            }
-        } catch (Exception e) {
-            result.success = false;
-            result.errorMessage = e.getMessage();
-        }
-        return result;
-    }
-
     @TestVisible
     private static List<ESignatureAccountSummary> parseAccountList(String body) {
         Object root = JSON.deserializeUntyped(body);

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

@@ -147,92 +147,4 @@ private class DocusignESignatureServiceTest {
             DocusignESignatureService.buildEndpoint('/v2.1/accounts', 'Esignature_Demo_NamedCreds')
         );
     }
-
-    private class CreateEnvelopeSuccessMock implements HttpCalloutMock {
-        public HttpResponse respond(HttpRequest req) {
-            HttpResponse res = new HttpResponse();
-            res.setHeader('Content-Type', 'application/json');
-            res.setStatusCode(201);
-            res.setBody('{"envelopeId":"abc-123","status":"sent","uri":"/v2.1/accounts/12345678/envelopes/abc-123"}');
-            return res;
-        }
-    }
-
-    private class CreateEnvelopeFailureMock implements HttpCalloutMock {
-        public HttpResponse respond(HttpRequest req) {
-            HttpResponse res = new HttpResponse();
-            res.setHeader('Content-Type', 'application/json');
-            res.setStatusCode(400);
-            res.setBody('{"errorCode":"TEMPLATE_NOT_IN_ACCOUNT","message":"The template specified is not in the account."}');
-            return res;
-        }
-    }
-
-    @IsTest
-    static void createEnvelopeReturnsSuccessResultOnHttp201() {
-        Appraiser_Case__c appraiserCase = new Appraiser_Case__c(
-            Appraiser_Field_Review_Date__c = Date.today(),
-            Appraiser_Email__c = 'appraiser@example.com',
-            Appraiser_Name__c = 'Jamie Carter'
-        );
-        insert appraiserCase;
-
-        Test.setMock(HttpCalloutMock.class, new CreateEnvelopeSuccessMock());
-
-        Test.startTest();
-        DocusignESignatureService.EnvelopeCreateResult result = DocusignESignatureService.createEnvelope(
-            appraiserCase.Id,
-            'DTC_CLM_Demo',
-            'tmpl-001'
-        );
-        Test.stopTest();
-
-        System.assertEquals(true, result.success);
-        System.assertEquals('abc-123', result.envelopeId);
-        System.assertEquals('sent', result.status);
-    }
-
-    @IsTest
-    static void createEnvelopeReturnsFailureResultOnHttp400() {
-        Appraiser_Case__c appraiserCase = new Appraiser_Case__c(
-            Appraiser_Field_Review_Date__c = Date.today(),
-            Appraiser_Email__c = 'appraiser@example.com',
-            Appraiser_Name__c = 'Jamie Carter'
-        );
-        insert appraiserCase;
-
-        Test.setMock(HttpCalloutMock.class, new CreateEnvelopeFailureMock());
-
-        Test.startTest();
-        DocusignESignatureService.EnvelopeCreateResult result = DocusignESignatureService.createEnvelope(
-            appraiserCase.Id,
-            'DTC_CLM_Demo',
-            'tmpl-bad'
-        );
-        Test.stopTest();
-
-        System.assertEquals(false, result.success);
-        System.assertNotEquals(null, result.errorMessage);
-        System.assert(result.errorMessage.contains('400'));
-    }
-
-    @IsTest
-    static void createEnvelopeReturnsEarlyWhenEmailIsBlank() {
-        Appraiser_Case__c appraiserCase = new Appraiser_Case__c(
-            Appraiser_Field_Review_Date__c = Date.today()
-        );
-        insert appraiserCase;
-
-        Test.startTest();
-        DocusignESignatureService.EnvelopeCreateResult result = DocusignESignatureService.createEnvelope(
-            appraiserCase.Id,
-            'DTC_CLM_Demo',
-            'tmpl-001'
-        );
-        Test.stopTest();
-
-        System.assertEquals(false, result.success);
-        System.assertNotEquals(null, result.errorMessage);
-        System.assert(result.errorMessage.toLowerCase().contains('email'));
-    }
 }

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

@@ -1,8 +0,0 @@
-<?xml version="1.0" encoding="UTF-8"?>
-<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
-    <fullName>ESignature_Completed_At__c</fullName>
-    <label>eSignature Completed At</label>
-    <required>false</required>
-    <trackHistory>false</trackHistory>
-    <type>DateTime</type>
-</CustomField>

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

@@ -1,11 +0,0 @@
-<?xml version="1.0" encoding="UTF-8"?>
-<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
-    <fullName>ESignature_Envelope_Id__c</fullName>
-    <externalId>false</externalId>
-    <label>eSignature Envelope ID</label>
-    <length>255</length>
-    <required>false</required>
-    <trackHistory>false</trackHistory>
-    <type>Text</type>
-    <unique>false</unique>
-</CustomField>

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

@@ -1,11 +0,0 @@
-<?xml version="1.0" encoding="UTF-8"?>
-<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
-    <fullName>ESignature_Envelope_Status__c</fullName>
-    <externalId>false</externalId>
-    <label>eSignature Envelope Status</label>
-    <length>50</length>
-    <required>false</required>
-    <trackHistory>false</trackHistory>
-    <type>Text</type>
-    <unique>false</unique>
-</CustomField>

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

@@ -1,9 +0,0 @@
-<?xml version="1.0" encoding="UTF-8"?>
-<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
-    <fullName>ESignature_Envelope_Url__c</fullName>
-    <externalId>false</externalId>
-    <label>eSignature Envelope URL</label>
-    <required>false</required>
-    <trackHistory>false</trackHistory>
-    <type>Url</type>
-</CustomField>

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

@@ -1,8 +0,0 @@
-<?xml version="1.0" encoding="UTF-8"?>
-<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
-    <fullName>ESignature_Sent_At__c</fullName>
-    <label>eSignature Sent At</label>
-    <required>false</required>
-    <trackHistory>false</trackHistory>
-    <type>DateTime</type>
-</CustomField>

ralph-loop.sh

@@ -491,7 +491,8 @@ for i in $(seq 1 "$MAX_ITERATIONS"); do
   run_agent "$i" build
   logfile="$LOG_DIR/iteration-${i}.log"
 
-  status=0; check_output "$logfile" || status=$?
+  check_output "$logfile"
+  status=$?
 
   case $status in
     0)