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salesforce-appraiser-review-letter
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salesforce-appraiser-review.../docs/CURRENT_STATUS.md

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Current Status — 2026-04-09

Executive summary

The project is now a working Salesforce proof of concept for both DocuSign CLM document generation and basic eSignature API exploration. The app is standardized on Appraiser_Case__c plus Appraiser_Case_Deficiency__c, uses account-based DocuSign configuration through CLM_Account_Setting__mdt, and provides two operator-facing LWCs:

  • clmDocGenWorkbench for CLM document generation
  • docusignEsignWorkbench for eSignature API browsing

What is implemented

  • canonical Salesforce parent object:
    • Appraiser_Case__c
  • canonical Salesforce child object:
    • Appraiser_Case_Deficiency__c
  • CLM merge payload builder:
    • AppraiserCasePayloadBuilder
  • CLM callout service:
    • CLMDocGenCallout
  • CLM UI orchestration:
    • CLMAdminService
  • CLM quick-action workbench:
    • clmDocGenWorkbench
  • eSignature service layer:
    • DocusignESignatureService
  • eSignature record-page workbench:
    • docusignEsignWorkbench
  • account-based config through:
    • CLM_Account_Setting__mdt
  • letter-definition config through:
    • CLM_Letter_Definition__mdt
  • task and generated-document tracking on Appraiser_Case__c
  • generated-document attachment to Salesforce Files
  • Apex tests for payload generation, CLM callouts/admin service, and eSignature service

What is working

  • generating CLM review letters from a Salesforce record page
  • selecting letter types through metadata-backed defaults while preserving the current appraiser letter
  • browsing CLM templates and destination folders by configured account
  • polling CLM task status
  • attaching generated CLM documents back to the case
  • browsing eSignature login info, user info, accounts, templates, and envelopes from Salesforce UI

What is still not finished

  • only the current appraiser review letter is seeded; the additional three letters still need template records and CLM template build-out
  • no envelope creation/send workflow yet
  • no template detail or envelope detail UI yet
  • no long-term productized admin/config UI beyond Salesforce Setup
  • some historical docs remain useful but are not authoritative

Current source of truth

Immediate recommendation

Treat the codebase as a solid platform baseline. The next phase should focus on product enhancements rather than architecture cleanup: better eSignature workflows, richer record-page UX, and clearer admin/operational controls.