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Salesforce + DocuSign CLM integration for automated Appraiser Review Letter generation
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JavaScript 15.4%
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paulh 207358fa7d feat(clm-admin): add persistEnvelopeResult() and extend CaseContext with eSignature fields 
- Add 5 eSignature fields to CaseContext DTO (FR-004)
- Extend getCaseContext() SOQL to include all 5 envelope tracking fields
- Add @AuraEnabled persistEnvelopeResult() following persistDocGenResult pattern (FR-003)
  - Writes ESignature_Envelope_Id__c, ESignature_Envelope_Status__c, ESignature_Sent_At__c
  - Writes ESignature_Envelope_Url__c when non-blank; does NOT touch ESignature_Completed_At__c

Agent: claude-sonnet-4-6
Tests: 7/7 passing | CLMAdminServiceTest
Tests-Added: 0
TypeScript: N/A (Apex project)
 		2026-04-09 22:21:29 -04:00
artifacts/doc_inspect Add Appraiser Review Letter template and XML merge data 2026-04-05 14:22:57 -04:00
docs Update FEATURES_UPDATE and NEXT_STEPS to reflect current state 2026-04-09 21:16:58 -04:00
force-app/main/default feat(clm-admin): add persistEnvelopeResult() and extend CaseContext with eSignature fields 2026-04-09 22:21:29 -04:00
manifest Retrieve AcctDemo_NamedCreds into source; add to manifest 2026-04-09 21:01:23 -04:00
scripts Fix LWC async bug, null guard, stale sample script; update manifest 2026-04-09 20:50:57 -04:00
.gitignore Add retrieved/ and .codex to .gitignore; document manual credential setup 2026-04-09 20:51:03 -04:00
AGENT.md chore: scaffold agent harness for Phase 2 eSignature envelope creation 2026-04-09 21:34:11 -04:00
DECISIONS.md chore: scaffold agent harness for Phase 2 eSignature envelope creation 2026-04-09 21:34:11 -04:00
IMPLEMENTATION_PLAN.md feat(clm-admin): add persistEnvelopeResult() and extend CaseContext with eSignature fields 2026-04-09 22:21:29 -04:00
PROJECT-SPEC.md chore: scaffold agent harness for Phase 2 eSignature envelope creation 2026-04-09 21:34:11 -04:00
ralph-loop.sh fix(ralph-loop): replace with three-tier session reset detection from master 2026-04-09 21:56:03 -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