# Features / Change Log — Appraiser Review Letter

## Current state (2026-04-09)

The project is a working Salesforce proof of concept covering both DocuSign CLM
document generation and eSignature API exploration. All items below are deployed
and functional.

### CLM document generation
- `Appraiser_Case__c` with full appraiser identity, address, FHA case number,
  letter sent date, and CLM tracking fields
- `Appraiser_Case_Deficiency__c` child object with number, description,
  resolution, reference, and blank-record validation
- `AppraiserCasePayloadBuilder` — transforms case + deficiencies into CLM merge
  payload (JSON and XML)
- `CLMDocGenCallout` — XML merge task submission, task status polling, document
  download via separate download credential
- `CLMAdminService` — UI orchestration layer: account/letter settings, generate,
  poll, attach, folder browse; persists all CLM results back to the case
- `clmDocGenWorkbench` LWC quick action — full generate → poll → attach workflow
  with folder browsing, template selection, and letter type selection
- `clmRequestPreview` LWC — developer/debug view of the XML merge payload and
  request body for a given case

### Account-based configuration
- `CLM_Account_Setting__mdt` — per-account CLM and eSignature configuration
  (named credentials, folder hrefs, template hrefs, account IDs)
- `CLM_Letter_Definition__mdt` — per-account letter type definitions with
  optional folder/template overrides; fallback chain to account defaults
- Three active accounts: DTC_CLM_Demo (UAT), DTC_IAM_Enterprise (S1),
  DTC_HUD_Demo (UAT)
- Four letter types seeded (APPRAISER_REVIEW fully configured; NOD, Education,
  Intent to Remove defined but CLM templates not yet built)

### eSignature API exploration
- `DocusignESignatureService` — read-only eSignature API calls: login info,
  user info, account list, templates, envelopes
- `docusignEsignWorkbench` LWC — browse accounts, templates, and recent
  envelopes from the Salesforce record page
- `AcctDemo_NamedCreds` + `DocusignJWT` external credential — JWT bearer auth
  for eSignature account server calls
- `Esignature_Demo_NamedCreds` — REST API calls (templates, envelopes)

### Infrastructure
- Named credentials: CLMuatNamedCreds, CLMs1NamedCreds, CLMuatDownload,
  CLMs1Download, Esignature_Demo_NamedCreds, AcctDemo_NamedCreds
- External credential: DocusignJWT (JWT bearer, RS256, account-d.docusign.com)
- Permission sets: Appraiser_Case_Admin, Appraiser_Case_Access
- Record page, quick action, custom app, tabs, layouts

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## What is not yet built

- Envelope creation and send workflow (eSignature)
- Envelope/template detail drill-down UI
- eSignature activity tracking on `Appraiser_Case__c` (envelope ID, status,
  sent/completed dates)
- CLM template build-out for NOD, Education, and Intent to Remove letter types
- Admin UI for configuration (currently managed through Salesforce Setup)

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_Last updated: 2026-04-09_