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Salesforce + DocuSign CLM integration for automated Appraiser Review Letter generation
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Apex 62%
JavaScript 15.4%
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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
artifacts/doc_inspect Add Appraiser Review Letter template and XML merge data 2026-04-05 14:22:57 -04:00
docs Update documentation to reflect current architecture 2026-04-09 20:36:29 -04:00
force-app/main/default Fix LWC async bug, null guard, stale sample script; update manifest 2026-04-09 20:50:57 -04:00
manifest Fix LWC async bug, null guard, stale sample script; update manifest 2026-04-09 20:50:57 -04:00
scripts Fix LWC async bug, null guard, stale sample script; update manifest 2026-04-09 20:50:57 -04:00
.gitignore Initial commit: Salesforce Appraiser Review Letter with DocuSign CLM integration 2026-04-03 12:13:59 -04:00
sfdx-project.json Create Appraiser Case custom record and DocGen service 2026-04-05 14:31:51 -04:00

docs/README.md

Appraiser Review Letter Generator (Salesforce + DocuSign CLM)

Overview

This repo contains a Salesforce metadata project for generating appraiser review letters from Appraiser_Case__c data in DocuSign CLM, while also providing a growing proof-of-concept surface for DocuSign eSignature API workflows.

Current status

  • The repo is standardized on the XML CLM merge path built around AppraiserCasePayloadBuilder + CLMDocGenCallout.
  • Appraiser_Case_Deficiency__c is the canonical child deficiency object used by both the UI and document generation.
  • Account-based DocuSign configuration lives in CLM_Account_Setting__mdt.
  • The current Salesforce UI includes:
    • the Generate Review Letter quick action for CLM doc gen
    • the Docusign eSignature record tab for eSignature browsing
  • CLM generation, task tracking, file attachment, and eSignature template/envelope browsing are all implemented.

Read this first

Documentation note

Older planning docs still exist, but PRODUCT_SPEC.md, CURRENT_STATUS.md, SALESFORCE_SETUP.md, and the source code are now the best reflection of the project.

Last updated: 2026-04-09