Commit Graph

16 Commits

Author SHA1 Message Date
Paul Huliganga d77f14b205 docs: add DocuSign template migration guides (sandbox-to-production, DAL method) and generated PDFs 2026-04-03 11:46:43 -04:00
Paul Huliganga d70cd8a97a docs: add change-set checklist, production deployment guide, and previous design archive 2026-04-03 11:46:32 -04:00
Paul Huliganga 1286925765 docs: update QUICK_START, deployment, and design documentation 2026-04-03 11:46:24 -04:00
Paul Huliganga c4f519fdb9 docs(design): add updated design document reflecting V4, SMS, i18n, subject and 5-copy support 2026-03-25 10:21:12 -04:00
Paul Huliganga 3ddf8946f5 docs: update docs for SMS, i18n, subject prefix, and 5-copy support 2026-03-24 16:03:39 -04:00
Paul Huliganga 06e2a14de5 feat: update email intro text; allow up to 5 copies of Authorization to Release form; update flows and docs 2026-03-24 10:58:37 -04:00
Paul Huliganga d88834926e docs: document SMS Contact setup requirement and SMS_PLACEHOLDER_EMAIL constant location 2026-03-15 21:22:55 -04:00
Paul Huliganga 71a156df78 docs: update to v1.2 with SMS delivery feature documentation
- design.md v1.2: add section 2.5 (SMS delivery via dfsle.Recipient.withSmsDelivery());
  document SMS_PLACEHOLDER_EMAIL constant, resolveRecipients/buildRecipient signatures,
  Flow V4 structure and decision paths; update component diagram and Request class docs
- requirements.md v1.2: add FR-007 (SMS delivery for recipients without email),
  US-006 user story; update constraints and success criteria
- api-reference.md v1.2: add section 11 (SMS delivery via dfsle toolkit);
  document recipientSmsPhone parameter, withSmsDelivery() usage pattern,
  Flow V4 integration steps; renumber Reference Links to section 12
2026-03-13 10:05:42 -04:00
Paul Huliganga 86e7d2fb62 docs: update documentation for multi-copy Authorization to Release feature
requirements.md (v1.1):
- Add FR-006: multi-copy Authorization to Release Information requirement
- Add US-005: user story for requesting multiple copies
- Add future enhancement item for admin-configurable multi-copy forms
- Add change log table

design.md (v1.1):
- Add section 2.4: full design description of the multi-copy feature
  including configuration constant, new flow elements table, updated
  flow path diagram, and Apex expansion logic
- Update component diagram and Request inner class to include
  authReleaseFormCopies
- Add change log table

DEPLOYMENT_AND_TESTING.md (v1.1):
- Update Screen Flow setup instructions to document authReleaseFormCopies
  input parameter and built-in dialog behaviour
- Add 'Updating the Multi-Copy Template Name' section with step-by-step
  instructions for updating the Apex constant and Flow decision condition
- Update class/flow reference list
- Add change log table

api-reference.md:
- Bump version header to 1.1
2026-03-11 16:24:04 -04:00
Paul Huliganga 95abbdbabd Revert "Fix email subject truncation to 100 chars"
This reverts commit 458d8f21a4.
2026-03-03 17:40:34 -05:00
Paul Huliganga 458d8f21a4 Fix email subject truncation to 100 chars
- Truncate envelopeSubject to 100 characters max as required by Docusign
- Add '...' suffix when truncating long subjects
- Add test case for subject truncation validation
- Fixes error: 'email subject must be no greater than 100 characters'
2026-03-03 17:24:36 -05:00
Paul Huliganga 7023b2e040 docs: add template ID update instructions for sandbox refresh 2026-02-25 13:19:44 -05:00
Paul Huliganga 565b851462 docs: add section for running tests for individual classes only
- Added examples for each test class: DocusignCompositeEnvelopeBuilderTest, DocusignEnvelopeRequestHandlerTest, DocusignAPIServiceTest, DocusignCredentialsTest
- Included both Bash/WSL and PowerShell versions
- Useful for targeted testing during development
- Includes --code-coverage flag for coverage metrics
2026-02-25 09:42:39 -05:00
Paul Huliganga 1ff6bb7d76 docs: add PowerShell commands alongside Bash for Windows Terminal users
- Added PowerShell equivalents for all CLI commands
- Updated directory navigation for Windows paths
- Added note explaining shell differences
- Covers: deploy, test, authorization, troubleshooting
- Uses env:USERPROFILE for Windows home directory
- Shows both backtick continuation and semicolon alternatives for PowerShell
2026-02-25 09:35:51 -05:00
Paul Huliganga 2f7dcf3520 refactor: extract request handling to global DocusignEnvelopeRequestHandler class + deployment guide
Changes:
- Move validation logic to DocusignEnvelopeRequestHandler.validateRequest()
- Move envelope JSON building to DocusignEnvelopeRequestHandler.buildEnvelopeJSON()
- Add comprehensive test suite for handler (10 test methods)
- Simplify main invocable method - focus on orchestration
- Add DEPLOYMENT_AND_TESTING.md reference guide with all CLI commands
- Handler is reusable for future enhancements and integrations

Benefits:
- Single Responsibility Principle
- Reusable handler for other classes
- Better testability
- Clean separation of concerns
2026-02-25 09:32:55 -05:00
Paul Huliganga 4f734f0d17 Initial commit: Salesforce Composite Envelope Builder 2026-02-25 09:22:29 -05:00