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Salesforce + DocuSign CLM integration for automated Appraiser Review Letter generation
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paulh 8510eacecb fix(ralph-loop): capture check_output status safely under set -e 
When the agent emits no promise signal, check_output returns 1 (continue).
Under set -euo pipefail, a bare function call returning non-zero exits the
script before status=$? can capture it. Fix: use the || idiom so the
non-zero return is handled rather than triggering set -e.

Agent: human
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 		2026-04-09 22:26:11 -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): capture check_output status safely under set -e 2026-04-09 22:26:11 -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