34 lines
1.9 KiB
Markdown
34 lines
1.9 KiB
Markdown
# Implementation Plan — Phase 2: eSignature Envelope Creation
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> This is the live execution tracker. The agent reads and updates this every iteration.
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> Check off tasks as they are completed (`- [x]`).
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> Add `ESCALATION REQUIRED` block at the top if stuck.
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---
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## Tasks
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- [x] **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)
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- [x] **Task 2 — EnvelopeCreateResult class + createEnvelope() method:** Add `EnvelopeCreateResult` inner class and `createEnvelope(Id caseId, String accountCode, String templateId)` to `DocusignESignatureService`. (FR-002)
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- [x] **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)
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- [x] **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)
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- [ ] **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)
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- [ ] **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)
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- [ ] **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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---
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## Completion
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When all tasks are checked, output `<promise>DONE</promise>`.
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---
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_Phase 2 plan created: 2026-04-09_
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