27 lines
1.6 KiB
Markdown
27 lines
1.6 KiB
Markdown
# Appraiser Review Letter Generator (Salesforce + DocuSign CLM)
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## Overview
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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.
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## Current status
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- The repo is standardized on the XML CLM merge path built around `AppraiserCasePayloadBuilder` + `CLMDocGenCallout`.
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- `Appraiser_Case_Deficiency__c` is the canonical child deficiency object used by both the UI and document generation.
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- Account-based DocuSign configuration lives in `CLM_Account_Setting__mdt`.
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- The current Salesforce UI includes:
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- the `Generate Review Letter` quick action for CLM doc gen
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- the `Docusign eSignature` record tab for eSignature browsing
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- CLM generation, task tracking, file attachment, and eSignature template/envelope browsing are all implemented.
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## Read this first
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- [PRODUCT_SPEC.md](./PRODUCT_SPEC.md): current product definition and architecture
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- [CURRENT_STATUS.md](./CURRENT_STATUS.md): implementation snapshot and current recommendations
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- [SALESFORCE_SETUP.md](./SALESFORCE_SETUP.md): metadata and org setup notes
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- [CLM_INTEGRATION.md](./CLM_INTEGRATION.md): CLM integration details
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- [requirements.md](./requirements.md) and [design.md](./design.md): condensed companion docs aligned to the product spec
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## Documentation note
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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.
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---
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_Last updated: 2026-04-09_
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