From 5ae3da3c1e4a9fb56e21eeb969895504434ebda2 Mon Sep 17 00:00:00 2001
From: Paul Huliganga <paje0101@gmail.com>
Date: Wed, 25 Feb 2026 17:44:15 -0500
Subject: [PATCH] feat: use Short_Name__c for Document Name when available

Priority: Short_Name__c > stripped Name > template ID
Requires adding Short_Name__c (Text 80) custom field to
dfsle__EnvelopeConfiguration__c. Falls back to language-stripped
Name if Short_Name__c is blank or not populated.
---
 .../DocusignCompositeEnvelopeBuilder.cls       | 18 ++++++++++++++----
 1 file changed, 14 insertions(+), 4 deletions(-)

diff --git a/composite-envelope-builder/force-app/main/default/classes/DocusignCompositeEnvelopeBuilder.cls b/composite-envelope-builder/force-app/main/default/classes/DocusignCompositeEnvelopeBuilder.cls
index c5c26a5..ae8d5a8 100644
--- a/composite-envelope-builder/force-app/main/default/classes/DocusignCompositeEnvelopeBuilder.cls
+++ b/composite-envelope-builder/force-app/main/default/classes/DocusignCompositeEnvelopeBuilder.cls
@@ -49,21 +49,31 @@ global with sharing class DocusignCompositeEnvelopeBuilder {
             sortedTemplateIds.sort();
             
             // Query template names for document labels (shows in Docusign Status)
+            // Uses Short_Name__c if populated, otherwise falls back to Name (with language suffix stripped)
             Map<String, String> templateNames = new Map<String, String>();
+            Map<String, String> templateShortNames = new Map<String, String>();
             for (dfsle__EnvelopeConfiguration__c config : [
-                SELECT dfsle__DocuSignId__c, Name 
+                SELECT dfsle__DocuSignId__c, Name, Short_Name__c
                 FROM dfsle__EnvelopeConfiguration__c
                 WHERE dfsle__DocuSignId__c IN :sortedTemplateIds
             ]) {
                 templateNames.put(config.dfsle__DocuSignId__c, config.Name);
+                if (String.isNotBlank(config.Short_Name__c)) {
+                    templateShortNames.put(config.dfsle__DocuSignId__c, config.Short_Name__c);
+                }
             }
             
             List<dfsle.Document> documents = new List<dfsle.Document>();
             List<String> docNames = new List<String>();
             for (String templateId : sortedTemplateIds) {
-                String label = templateNames.containsKey(templateId) 
-                    ? stripLanguageSuffix(templateNames.get(templateId))
-                    : templateId;
+                String label;
+                if (templateShortNames.containsKey(templateId)) {
+                    label = templateShortNames.get(templateId);
+                } else if (templateNames.containsKey(templateId)) {
+                    label = stripLanguageSuffix(templateNames.get(templateId));
+                } else {
+                    label = templateId;
+                }
                 documents.add(
                     dfsle.Document.fromTemplate(
                         dfsle.UUID.parse(templateId),