salesforce-appraiser-review-letter/IMPLEMENTATION_PLAN.md

Implementation Plan — Phase 2: eSignature Envelope Creation

This is the live execution tracker. The agent reads and updates this every iteration. Check off tasks as they are completed (- [x]). Add ESCALATION REQUIRED block at the top if stuck.

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Tasks

• 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 2 — EnvelopeCreateResult class + createEnvelope() method: Add EnvelopeCreateResult inner class and createEnvelope(Id caseId, String accountCode, String templateId) to DocusignESignatureService. (FR-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)

• 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)

• Task 6 — clmDocGenWorkbench UI: Add "eSignature Template ID" text input and "Send for Signature" button to clmDocGenWorkbench. Button calls createEnvelope() then persistEnvelopeResult(), shows result. (FR-005)

• Task 7 — Full deploy and test run: Deploy entire change set, run all four test classes, verify all pass. Confirm no regressions. Update docs/CURRENT_STATUS.md to reflect Phase 2 completion.

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Completion

When all tasks are checked, output <promise>DONE</promise>.

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Phase 2 plan created: 2026-04-09