65 lines
2.9 KiB
Markdown
65 lines
2.9 KiB
Markdown
# Features / Change Log — Appraiser Review Letter
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## Current state (2026-04-09)
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The project is a working Salesforce proof of concept covering both DocuSign CLM
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document generation and eSignature API exploration. All items below are deployed
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and functional.
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### CLM document generation
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- `Appraiser_Case__c` with full appraiser identity, address, FHA case number,
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letter sent date, and CLM tracking fields
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- `Appraiser_Case_Deficiency__c` child object with number, description,
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resolution, reference, and blank-record validation
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- `AppraiserCasePayloadBuilder` — transforms case + deficiencies into CLM merge
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payload (JSON and XML)
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- `CLMDocGenCallout` — XML merge task submission, task status polling, document
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download via separate download credential
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- `CLMAdminService` — UI orchestration layer: account/letter settings, generate,
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poll, attach, folder browse; persists all CLM results back to the case
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- `clmDocGenWorkbench` LWC quick action — full generate → poll → attach workflow
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with folder browsing, template selection, and letter type selection
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- `clmRequestPreview` LWC — developer/debug view of the XML merge payload and
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request body for a given case
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### Account-based configuration
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- `CLM_Account_Setting__mdt` — per-account CLM and eSignature configuration
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(named credentials, folder hrefs, template hrefs, account IDs)
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- `CLM_Letter_Definition__mdt` — per-account letter type definitions with
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optional folder/template overrides; fallback chain to account defaults
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- Three active accounts: DTC_CLM_Demo (UAT), DTC_IAM_Enterprise (S1),
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DTC_HUD_Demo (UAT)
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- Four letter types seeded (APPRAISER_REVIEW fully configured; NOD, Education,
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Intent to Remove defined but CLM templates not yet built)
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### eSignature API exploration
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- `DocusignESignatureService` — read-only eSignature API calls: login info,
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user info, account list, templates, envelopes
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- `docusignEsignWorkbench` LWC — browse accounts, templates, and recent
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envelopes from the Salesforce record page
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- `AcctDemo_NamedCreds` + `DocusignJWT` external credential — JWT bearer auth
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for eSignature account server calls
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- `Esignature_Demo_NamedCreds` — REST API calls (templates, envelopes)
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### Infrastructure
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- Named credentials: CLMuatNamedCreds, CLMs1NamedCreds, CLMuatDownload,
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CLMs1Download, Esignature_Demo_NamedCreds, AcctDemo_NamedCreds
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- External credential: DocusignJWT (JWT bearer, RS256, account-d.docusign.com)
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- Permission sets: Appraiser_Case_Admin, Appraiser_Case_Access
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- Record page, quick action, custom app, tabs, layouts
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---
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## What is not yet built
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- Envelope creation and send workflow (eSignature)
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- Envelope/template detail drill-down UI
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- eSignature activity tracking on `Appraiser_Case__c` (envelope ID, status,
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sent/completed dates)
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- CLM template build-out for NOD, Education, and Intent to Remove letter types
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- Admin UI for configuration (currently managed through Salesforce Setup)
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---
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_Last updated: 2026-04-09_
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