58 lines
2.7 KiB
Markdown
58 lines
2.7 KiB
Markdown
# Current Status — 2026-04-09
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## Executive summary
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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:
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- `clmDocGenWorkbench` for CLM document generation
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- `docusignEsignWorkbench` for eSignature API browsing
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## What is implemented
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- canonical Salesforce parent object:
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- `Appraiser_Case__c`
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- canonical Salesforce child object:
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- `Appraiser_Case_Deficiency__c`
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- CLM merge payload builder:
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- `AppraiserCasePayloadBuilder`
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- CLM callout service:
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- `CLMDocGenCallout`
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- CLM UI orchestration:
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- `CLMAdminService`
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- CLM quick-action workbench:
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- `clmDocGenWorkbench`
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- eSignature service layer:
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- `DocusignESignatureService`
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- eSignature record-page workbench:
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- `docusignEsignWorkbench`
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- account-based config through:
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- `CLM_Account_Setting__mdt`
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- letter-definition config through:
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- `CLM_Letter_Definition__mdt`
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- task and generated-document tracking on `Appraiser_Case__c`
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- generated-document attachment to Salesforce Files
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- Apex tests for payload generation, CLM callouts/admin service, and eSignature service
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## What is working
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- generating CLM review letters from a Salesforce record page
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- selecting letter types through metadata-backed defaults while preserving the current appraiser letter
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- browsing CLM templates and destination folders by configured account
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- polling CLM task status
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- attaching generated CLM documents back to the case
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- browsing eSignature login info, user info, accounts, templates, and envelopes from Salesforce UI
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## What is still not finished
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- only the current appraiser review letter is seeded; the additional three letters still need template records and CLM template build-out
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- no envelope creation/send workflow yet
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- no template detail or envelope detail UI yet
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- no long-term productized admin/config UI beyond Salesforce Setup
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- some historical docs remain useful but are not authoritative
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## Current source of truth
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- product-level summary:
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- [PRODUCT_SPEC.md](/home/paulh/.openclaw/workspace/projects/salesforce-appraiser-review-letter/docs/PRODUCT_SPEC.md)
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- setup and environment notes:
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- [SALESFORCE_SETUP.md](/home/paulh/.openclaw/workspace/projects/salesforce-appraiser-review-letter/docs/SALESFORCE_SETUP.md)
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- implementation:
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- Apex classes and LWCs in `force-app/main/default`
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## Immediate recommendation
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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.
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