feat(apex): support multiple copies of Authorization to Release Information

DocusignEnvelopeRequest:
- Add authReleaseFormCopies InvocableVariable (Integer, optional, 1-3)

DocusignCompositeEnvelopeBuilder:
- Add MULTI_COPY_TEMPLATE_NAME constant (single place to update if the
  template is renamed; matched via LIKE '%...%' covering both languages)
- Before building the document list, query for template IDs matching the
  multi-copy template name and append (copies-1) additional IDs so the
  envelope contains the correct number of distinct documents
- Duplicate-safe label builder: appends '(Copy N)' suffix to keep
  document labels unique within the envelope
- Build deduplicated displayNames list for email subject/body:
  collapses multi-copy entries to a single line with a '(N)' count
  suffix, e.g. 'Authorization to Release Information (3)'
- Email body: each template's message text is included only once even
  when the same template ID appears multiple times (bodyIdsAdded guard)
- Log and Status label use displayNames (deduplicated) not raw docNames

composite-envelope-builder/force-app/main/default/classes/DocusignCompositeEnvelopeBuilder.cls

@@ -20,6 +20,15 @@ global with sharing class DocusignCompositeEnvelopeBuilder {
     private static final String ROLE_SERVICE_COORDINATOR  = 'Service Coordinator';
     private static final String ROLE_DOCUSIGN_RECIPIENT   = 'Docusign Recipient #1';
 
+    // ============================================================
+    // MULTI-COPY TEMPLATE: Update this if the template name changes.
+    // This is matched against the dfsle__EnvelopeConfiguration__c Name
+    // field using a case-insensitive contains check.
+    // Both English and Spanish versions share this base name.
+    // ============================================================
+    @TestVisible
+    private static final String MULTI_COPY_TEMPLATE_NAME = 'Authorization to Release Information';
+    
     @InvocableMethod(
         label='Send Composite Docusign Envelope' 
         description='Combines multiple Docusign templates into a single envelope using dfsle Apex Toolkit'
@@ -44,8 +53,38 @@ global with sharing class DocusignCompositeEnvelopeBuilder {
                 new dfsle.Entity(req.recordId)
             );
             
-            // Build document list from templates (deduplicated and sorted)
+            // Expand multi-copy templates before deduplication.
-            List<String> sortedTemplateIds = new List<String>(new Set<String>(req.templateIds));
+            // If the user selected the Authorization to Release Information template and
+            // requested more than 1 copy, insert additional copies of its template ID into
+            // the list now so the deduplication step handles all IDs uniformly.
+            List<String> expandedTemplateIds = new List<String>(req.templateIds);
+            Integer copies = (req.authReleaseFormCopies != null && req.authReleaseFormCopies > 1)
+                ? Math.min(req.authReleaseFormCopies, 3)
+                : 1;
+            if (copies > 1) {
+                // Find which template ID(s) correspond to the multi-copy template
+                List<String> multiCopyIds = new List<String>();
+                for (dfsle__EnvelopeConfiguration__c config : [
+                    SELECT dfsle__DocuSignId__c
+                    FROM dfsle__EnvelopeConfiguration__c
+                    WHERE dfsle__DocuSignId__c IN :req.templateIds
+                    AND Name LIKE :('%' + MULTI_COPY_TEMPLATE_NAME + '%')
+                ]) {
+                    multiCopyIds.add(config.dfsle__DocuSignId__c);
+                }
+                // Add (copies - 1) additional entries for each matched template ID
+                for (String multiId : multiCopyIds) {
+                    for (Integer i = 1; i < copies; i++) {
+                        expandedTemplateIds.add(multiId);
+                    }
+                }
+            }
+            
+            // Build document list from templates.
+            // NOTE: We intentionally do NOT deduplicate here so that multiple copies of
+            // the same template ID produce distinct documents in the envelope.
+            // We sort by label after resolving names instead.
+            List<String> sortedTemplateIds = new List<String>(expandedTemplateIds);
             sortedTemplateIds.sort();
             
             // Query template names for document labels (shows in Docusign Status)
@@ -65,7 +104,10 @@ global with sharing class DocusignCompositeEnvelopeBuilder {
             
             List<dfsle.Document> documents = new List<dfsle.Document>();
             List<String> docNames = new List<String>();
-            Map<String, String> labelToId = new Map<String, String>();
+            // Use a list of label+id pairs to correctly handle duplicate template IDs
+            // (e.g. multiple copies of Authorization to Release Information)
+            List<String[]> labelIdPairs = new List<String[]>();
+            Map<String, Integer> labelCounters = new Map<String, Integer>();
             for (String templateId : sortedTemplateIds) {
                 String label;
                 if (templateShortNames.containsKey(templateId)) {
@@ -75,10 +117,24 @@ global with sharing class DocusignCompositeEnvelopeBuilder {
                 } else {
                     label = templateId;
                 }
-                labelToId.put(label, templateId);
+                // If the same label appears more than once, append " (Copy N)" to distinguish
+                if (labelCounters.containsKey(label)) {
+                    Integer count = labelCounters.get(label) + 1;
+                    labelCounters.put(label, count);
+                    label = label + ' (Copy ' + count + ')';
+                } else {
+                    labelCounters.put(label, 1);
+                }
+                labelIdPairs.add(new String[]{ label, templateId });
                 docNames.add(label);
             }
+            // Sort by label for consistent ordering
             docNames.sort();
+            // Re-order labelIdPairs to match sorted docNames
+            Map<String, String> labelToId = new Map<String, String>();
+            for (String[] pair : labelIdPairs) {
+                labelToId.put(pair[0], pair[1]);
+            }
             List<String> sortedIds = new List<String>();
             for (String label : docNames) {
                 sortedIds.add(labelToId.get(label));
@@ -95,9 +151,30 @@ global with sharing class DocusignCompositeEnvelopeBuilder {
             }
             myEnvelope = myEnvelope.withDocuments(documents);
             
+            // Build a deduplicated display list for the email subject and body.
+            // Where a template appears more than once (multi-copy), show the base label
+            // once with a " [x N]" count suffix, e.g. "Authorization to Release Information [x 3]".
+            // This keeps the subject and body clean while the envelope still contains all copies.
+            Map<String, Integer> baseNameCounts = new Map<String, Integer>();
+            List<String> baseNameOrder = new List<String>();
+            for (String label : docNames) {
+                // Strip the " (Copy N)" suffix to recover the base label
+                String baseName = label.replaceAll(' \\(Copy \\d+\\)$', '');
+                if (!baseNameCounts.containsKey(baseName)) {
+                    baseNameCounts.put(baseName, 0);
+                    baseNameOrder.add(baseName);
+                }
+                baseNameCounts.put(baseName, baseNameCounts.get(baseName) + 1);
+            }
+            List<String> displayNames = new List<String>();
+            for (String baseName : baseNameOrder) {
+                Integer cnt = baseNameCounts.get(baseName);
+                displayNames.add(cnt > 1 ? baseName + ' (' + cnt + ')' : baseName);
+            }
+
             // Set combined template names as the envelope document name
             // (shows in Docusign Status "Document Name" column)
-            String combinedName = String.join(docNames, ', ');
+            String combinedName = String.join(displayNames, ', ');
             if (combinedName.length() > 255) {
                 combinedName = combinedName.left(252) + '...';
             }
@@ -114,22 +191,27 @@ global with sharing class DocusignCompositeEnvelopeBuilder {
             List<dfsle.Recipient> recipients = resolveRecipients(req.recordId);
             myEnvelope = myEnvelope.withRecipients(recipients);
             
-            // Set envelope subject to combined template names and body to concatenated template email messages
+            // Set envelope subject to combined display names (deduplicated, with copy counts).
-            // Query for EmailMessage__c
+            // Query for EmailMessage__c — use a deduplicated set of template IDs so each
+            // template's body text is included only once even when multi-copy is in effect.
+            Set<String> uniqueTemplateIds = new Set<String>(sortedIds);
             Map<String, String> templateBodies = new Map<String, String>();
             for (dfsle__EnvelopeConfiguration__c config : [
                 SELECT dfsle__DocuSignId__c, dfsle__EmailMessage__c
                 FROM dfsle__EnvelopeConfiguration__c
-                WHERE dfsle__DocuSignId__c IN :sortedTemplateIds
+                WHERE dfsle__DocuSignId__c IN :uniqueTemplateIds
             ]) {
                 if (String.isNotBlank(config.dfsle__EmailMessage__c)) {
                     templateBodies.put(config.dfsle__DocuSignId__c, config.dfsle__EmailMessage__c);
                 }
             }
+            // Build body using one entry per unique template ID (preserving sorted order)
+            Set<String> bodyIdsAdded = new Set<String>();
             List<String> bodyParts = new List<String>();
             for (String templateId : sortedIds) {
-                if (templateBodies.containsKey(templateId)) {
+                if (templateBodies.containsKey(templateId) && !bodyIdsAdded.contains(templateId)) {
                     bodyParts.add(templateBodies.get(templateId));
+                    bodyIdsAdded.add(templateId);
                 }
             }
             String envelopeSubject = combinedName;
@@ -148,7 +230,7 @@ global with sharing class DocusignCompositeEnvelopeBuilder {
             result.success = true;
             result.errorMessage = null;
             
-            logResult(sortedTemplateIds.size(), result.envelopeId, 'Success (' + String.join(docNames, ', ') + ')', null);
+            logResult(sortedTemplateIds.size(), result.envelopeId, 'Success (' + String.join(displayNames, ', ') + ')', null);
             
         } catch (Exception e) {
             result.success = false;

composite-envelope-builder/force-app/main/default/classes/DocusignEnvelopeRequest.cls

@@ -32,4 +32,11 @@ global class DocusignEnvelopeRequest {
         required=false
     )
     global String emailSubject;
+
+    @InvocableVariable(
+        label='Authorization to Release Form Copies'
+        description='Number of times to include the Authorization to Release Information template (1-3). Only used when that template is selected.'
+        required=false
+    )
+    global Integer authReleaseFormCopies;
 }