# Current Status — 2026-04-09

## Executive summary
The project is now a working Salesforce proof of concept for both DocuSign CLM document generation and basic eSignature API exploration. The app is standardized on `Appraiser_Case__c` plus `Appraiser_Case_Deficiency__c`, uses account-based DocuSign configuration through `CLM_Account_Setting__mdt`, and provides two operator-facing LWCs:
- `clmDocGenWorkbench` for CLM document generation
- `docusignEsignWorkbench` for eSignature API browsing

## What is implemented
- canonical Salesforce parent object:
  - `Appraiser_Case__c`
- canonical Salesforce child object:
  - `Appraiser_Case_Deficiency__c`
- CLM merge payload builder:
  - `AppraiserCasePayloadBuilder`
- CLM callout service:
  - `CLMDocGenCallout`
- CLM UI orchestration:
  - `CLMAdminService`
- CLM quick-action workbench:
  - `clmDocGenWorkbench`
- eSignature service layer:
  - `DocusignESignatureService`
- eSignature record-page workbench:
  - `docusignEsignWorkbench`
- account-based config through:
  - `CLM_Account_Setting__mdt`
- letter-definition config through:
  - `CLM_Letter_Definition__mdt`
- task and generated-document tracking on `Appraiser_Case__c`
- generated-document attachment to Salesforce Files
- Apex tests for payload generation, CLM callouts/admin service, and eSignature service

## What is working
- generating CLM review letters from a Salesforce record page
- selecting letter types through metadata-backed defaults while preserving the current appraiser letter
- browsing CLM templates and destination folders by configured account
- polling CLM task status
- attaching generated CLM documents back to the case
- browsing eSignature login info, user info, accounts, templates, and envelopes from Salesforce UI

## What is still not finished
- only the current appraiser review letter is seeded; the additional three letters still need template records and CLM template build-out
- no envelope creation/send workflow yet
- no template detail or envelope detail UI yet
- no long-term productized admin/config UI beyond Salesforce Setup
- some historical docs remain useful but are not authoritative

## Current source of truth
- product-level summary:
  - [PRODUCT_SPEC.md](./PRODUCT_SPEC.md)
- setup and environment notes:
  - [SALESFORCE_SETUP.md](./SALESFORCE_SETUP.md)
- implementation:
  - Apex classes and LWCs in `force-app/main/default`

## Immediate recommendation
Treat the codebase as a solid platform baseline. The next phase should focus on product enhancements rather than architecture cleanup: better eSignature workflows, richer record-page UX, and clearer admin/operational controls.