@salesforce/afv-skills 1.58.0 → 1.60.0

package/skills/insurance-brokerage-agency-billing-configure/references/accounting-setup.md

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+# Phase 5: Accounting Setup
+
+All creates use `dispatch POST /sobjects/<Object>` with a JSON body.
+All queries use `dispatch GET /query?q=<SOQL>`.
+
+## Correct API Names
+
+| Concept | API Object | Key Fields |
+|---------|-----------|------------|
+| Accounting Period | AccountingPeriod | Name, FinancialYear, StartDate, EndDate, Status (Open/Closed) |
+| GL Account | GeneralLedgerAccount | AccountingCode (number), AccountingName (display), Type. Name is auto-generated. |
+| GLAAR Rule | GeneralLedgerAcctAsgntRule | Name, TransactionType, LegalEntityId, Status, Priority, FilterCriteria |
+| Journal Entry Rule | GeneralLedgerJrnlEntryRule | GeneralLedgerAcctAsgntRuleId, TransactionAmountField, Percentage, DebitGeneralLedgerAccountId, CreditGeneralLedgerAccountId |
+| LE Accounting Period | LegalEntyAccountingPeriod | LegalEntityId, AccountingPeriodId, Status. Name is auto-generated. |
+
+---
+
+## Step 1: Accounting Periods
+
+Compute dates at runtime. Use FY label format: `FY {YYYY}-{YY+1}` (e.g., `FY 2026-27`).
+
+**Query existing:**
+```text
+dispatch GET /query?q=SELECT+Id,Name,FinancialYear,StartDate,EndDate,Status+FROM+AccountingPeriod+WHERE+FinancialYear='FY+<year>-<nextYearShort>'+ORDER+BY+StartDate
+```
+
+**Create monthly periods for gaps only.** Naming convention: `FY {year}-{nextYearShort}-{MonthName}{startDay}-{MonthName}{endDay}`
+
+Example — January 2026:
+```text
+dispatch POST /sobjects/AccountingPeriod
+{"Name": "FY 2026-27-January1-January31", "FinancialYear": "FY 2026-27", "StartDate": "2026-01-01", "EndDate": "2026-01-31", "Status": "Open"}
+```
+
+---
+
+## Step 2: Legal Entity Accounting Periods
+
+Link each accounting period to the Legal Entity.
+
+**Query existing:**
+```text
+dispatch GET /query?q=SELECT+Id,LegalEntityId,AccountingPeriodId,Status+FROM+LegalEntyAccountingPeriod+WHERE+LegalEntityId='<LEGAL_ENTITY_ID>'
+```
+
+**Create missing linkages** (Name is auto-generated, do NOT include):
+```text
+dispatch POST /sobjects/LegalEntyAccountingPeriod
+{"LegalEntityId": "<LE_ID>", "AccountingPeriodId": "<AP_ID>", "Status": "Open"}
+```
+
+---
+
+## Step 3: General Ledger Accounts (11 total)
+
+**Query by AccountingCode:**
+```text
+dispatch GET /query?q=SELECT+Id,Name,AccountingCode,AccountingName,Type+FROM+GeneralLedgerAccount+WHERE+AccountingCode+IN+('1110','1120','1210','2110','2120','2410','2510','4110','4210','5110','5200')+ORDER+BY+AccountingCode
+```
+
+| Code | AccountingName | Type |
+|------|---------------|------|
+| 1110 | Cash - Operating | Asset |
+| 1120 | Cash - Premium Trust | Asset |
+| 1210 | Premiums Receivable - Insured | Asset |
+| 2110 | Accounts Payable - Carrier | Liability |
+| 2120 | Accounts Payable - Carrier Fees | Liability |
+| 2410 | Commission Payable | Liability |
+| 2510 | Tax Payable | Liability |
+| 4110 | Commission Income | Revenue |
+| 4210 | Fee Income | Revenue |
+| 5110 | Commission Expense | Expense |
+| 5200 | Salaries & General Admin | Expense |
+
+**Create** (Name is auto-generated, do NOT include):
+```text
+dispatch POST /sobjects/GeneralLedgerAccount
+{"AccountingName": "Cash - Operating", "AccountingCode": "1110", "Type": "Asset", "LegalEntityId": "<LE_ID>"}
+```
+
+---
+
+## Step 4: GLAAR Rules (Parent + Child)
+
+GLAAR uses parent-child structure. Debit/credit accounts go on the CHILD, not the parent.
+
+**Query existing parents:**
+```text
+dispatch GET /query?q=SELECT+Id,Name,TransactionType,LegalEntityId,Status,FilterCriteria,Priority+FROM+GeneralLedgerAcctAsgntRule+ORDER+BY+Name
+```
+
+**Query existing children:**
+```text
+dispatch GET /query?q=SELECT+Id,GeneralLedgerAcctAsgntRuleId,TransactionAmountField,Percentage,DebitGeneralLedgerAccountId,CreditGeneralLedgerAccountId+FROM+GeneralLedgerJrnlEntryRule+ORDER+BY+GeneralLedgerAcctAsgntRuleId
+```
+
+**Default rule — Posted Invoice Assignment:**
+
+Parent (create as Inactive first — Active requires child journal entry rule to exist; valid Status values: Active, Inactive — no Draft):
+```text
+dispatch POST /sobjects/GeneralLedgerAcctAsgntRule
+{"Name": "Posted Invoice Assignment Rule", "TransactionType": "InvoiceLine", "LegalEntityId": "<LE_ID>", "Status": "Inactive", "FilterCriteria": "All", "Priority": 1}
+```
+
+Child:
+```text
+dispatch POST /sobjects/GeneralLedgerJrnlEntryRule
+{"GeneralLedgerAcctAsgntRuleId": "<RULE_ID>", "TransactionAmountField": "ChargeAmount", "Percentage": 100, "DebitGeneralLedgerAccountId": "<GL_1210_ID>", "CreditGeneralLedgerAccountId": "<GL_2110_ID>"}
+```
+
+Activate parent after child exists:
+```text
+dispatch PATCH /sobjects/GeneralLedgerAcctAsgntRule/<RULE_ID>
+{"Status": "Active"}
+```
+
+**Available TransactionType values:** Invoice, InvoiceLine, InvoiceLineTax, CreditMemo, CreditMemoLine, CreditMemoLineTax, Payment, Refund, PaymentLineInvoice, PaymentLineInvoiceLine, CreditMemoInvApplication, CreditMemoLineInvoiceLine, RefundLinePayment, DebitMemoLine, DebitMemoLineTax

package/skills/insurance-brokerage-agency-billing-configure/references/billing-rules-config.md

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+# Phase 3: Billing Rules Configuration
+
+For every record: query broadly first using `dispatch GET /query?q=<SOQL>`, then create only what is missing. Proceed autonomously without asking.
+
+All creates: `dispatch POST /sobjects/<Object>` with a JSON body.
+All updates: `dispatch PATCH /sobjects/<Object>/<recordId>` with a JSON body.
+
+---
+
+## 1. Legal Entity
+
+**Object:** `LegalEntity`
+
+**Search:**
+```text
+dispatch GET /query?q=SELECT+Id,Name,CompanyName,Description,Status+FROM+LegalEntity+WHERE+Status='Active'
+```
+
+If any active entities exist, use the first one found. Do not add CurrencyIsoCode to this query — LegalEntity has no such field on orgfarm orgs, and including it fails the query with 400 INVALID_FIELD.
+
+**Create (if none found):**
+```text
+dispatch POST /sobjects/LegalEntity
+{"Name": "US Legal Entity", "CompanyName": "Agency Sync Brokerages", "Description": "Primary US legal entity for Agency Billing", "Status": "Active"}
+```
+
+---
+
+## 2. Billing Treatments (3 types)
+
+**Object:** `BillingTreatment` + child `BillingTreatmentItem`
+
+**Search all:**
+```text
+dispatch GET /query?q=SELECT+Id,Name,Status,ExcludeFromBilling,IsMilestoneBilling,(SELECT+Id,Name,Status,ProcessingOrder,Type,Percentage,BillingType,MilestoneType,MilestoneStartDate,MilestoneStartDateOffset,MilestoneStartDateOffsetUnit+FROM+BillingTreatmentItems)+FROM+BillingTreatment+WHERE+Status='Active'
+```
+
+**Match criteria:**
+- Advance: `IsMilestoneBilling=false`, Name contains "Advance", child BTI with `BillingType='Advance'`
+- Arrears: `IsMilestoneBilling=false`, Name contains "Arrear", child BTI with `BillingType='Arrears'`
+- Milestone 60-20-20: `IsMilestoneBilling=true`, 3 child BTIs with percentages 60/20/20
+
+**Creation sequence (MUST follow this order):**
+1. Create BillingTreatment in `Status='Draft'`
+2. Create all BillingTreatmentItems in `Status='Active'`
+3. Update BillingTreatment to `Status='Active'`
+
+### Advance
+
+Parent:
+```text
+dispatch POST /sobjects/BillingTreatment
+{"Name": "Advance Billing Treatment", "ExcludeFromBilling": "No", "IsMilestoneBilling": false, "Status": "Draft"}
+```
+
+Item (Percentage is required even for Advance/Arrears types; CurrencyIsoCode is NOT a field on this object):
+```text
+dispatch POST /sobjects/BillingTreatmentItem
+{"Name": "Advance Billing Treatment Item", "Status": "Active", "Type": "Percentage", "Percentage": 100, "BillingType": "Advance", "BillingTreatmentId": "<BT_ID>"}
+```
+
+Activate:
+```text
+dispatch PATCH /sobjects/BillingTreatment/<BT_ID>
+{"Status": "Active"}
+```
+
+### Arrears
+
+Parent:
+```text
+dispatch POST /sobjects/BillingTreatment
+{"Name": "Arrear Billing Treatment", "ExcludeFromBilling": "No", "IsMilestoneBilling": false, "Status": "Draft"}
+```
+
+Item:
+```text
+dispatch POST /sobjects/BillingTreatmentItem
+{"Name": "Arrear Billing Treatment Item", "Status": "Active", "Type": "Percentage", "Percentage": 100, "BillingType": "Arrears", "BillingTreatmentId": "<BT_ID>"}
+```
+
+Activate:
+```text
+dispatch PATCH /sobjects/BillingTreatment/<BT_ID>
+{"Status": "Active"}
+```
+
+### Milestone 60-20-20
+
+Parent:
+```text
+dispatch POST /sobjects/BillingTreatment
+{"Name": "Hybrid 60-20-20", "ExcludeFromBilling": "No", "IsMilestoneBilling": true, "Status": "Draft"}
+```
+
+Items (3) — no CurrencyIsoCode on this object:
+```text
+dispatch POST /sobjects/BillingTreatmentItem
+{"Name": "60% Milestone", "Status": "Active", "ProcessingOrder": 1, "Type": "Percentage", "Percentage": 60, "BillingType": "None", "MilestoneType": "Date", "MilestoneStartDate": "OrderProductActivation", "MilestoneStartDateOffset": 10, "MilestoneStartDateOffsetUnit": "Days", "BillingTreatmentId": "<BT_ID>"}
+```
+
+```text
+dispatch POST /sobjects/BillingTreatmentItem
+{"Name": "20% Milestone - Second", "Status": "Active", "ProcessingOrder": 2, "Type": "Percentage", "Percentage": 20, "BillingType": "None", "MilestoneType": "Date", "MilestoneStartDate": "OrderProductActivation", "MilestoneStartDateOffset": 2, "MilestoneStartDateOffsetUnit": "Months", "BillingTreatmentId": "<BT_ID>"}
+```
+
+```text
+dispatch POST /sobjects/BillingTreatmentItem
+{"Name": "20% Milestone - Third", "Status": "Active", "ProcessingOrder": 3, "Type": "Percentage", "Percentage": 20, "BillingType": "None", "MilestoneType": "Date", "MilestoneStartDate": "OrderProductActivation", "MilestoneStartDateOffset": 3, "MilestoneStartDateOffsetUnit": "Months", "BillingTreatmentId": "<BT_ID>"}
+```
+
+Activate:
+```text
+dispatch PATCH /sobjects/BillingTreatment/<BT_ID>
+{"Status": "Active"}
+```
+
+---
+
+## 3. Tax Engine
+
+**Object:** `TaxEngine` (name field is `TaxEngineName`, NOT `Name`)
+
+**Search:**
+```text
+dispatch GET /query?q=SELECT+Id,TaxEngineName,Type,Status+FROM+TaxEngine+WHERE+Type='InsuranceTaxProration'+AND+Status='Active'
+```
+
+**Create:**
+```text
+dispatch POST /sobjects/TaxEngine
+{"TaxEngineName": "Insurance Tax Proration Engine", "Type": "InsuranceTaxProration", "Status": "Active"}
+```
+
+---
+
+## 4. Tax Treatment
+
+**Object:** `TaxTreatment`
+
+**Search:**
+```text
+dispatch GET /query?q=SELECT+Id,Name,Status,IsTaxable,TaxEngineId+FROM+TaxTreatment+WHERE+IsTaxable=true+AND+Status='Active'
+```
+
+**Create:**
+```text
+dispatch POST /sobjects/TaxTreatment
+{"Name": "Passthrough Tax", "Status": "Active", "IsTaxable": true, "TaxEngineId": "<TAX_ENGINE_ID>"}
+```
+
+---
+
+## 5. Payment Term + Item
+
+**Object:** `PaymentTerm` + child `PaymentTermItem`
+
+**Search:**
+```text
+dispatch GET /query?q=SELECT+Id,Name,IsDefault,Status,(SELECT+Id,Name,Type,PaymentTimeframe,Period,PeriodUnit+FROM+PaymentTermItems)+FROM+PaymentTerm+WHERE+Status='Active'
+```
+
+**Create parent (Status and IsDefault must be set AFTER child item exists):**
+```text
+dispatch POST /sobjects/PaymentTerm
+{"Name": "Net 10"}
+```
+
+**Create item** (Type is `Period-Based`, PeriodUnit is singular):
+```text
+dispatch POST /sobjects/PaymentTermItem
+{"Type": "Period-Based", "PaymentTimeframe": "Standard", "Period": 10, "PeriodUnit": "Days", "PaymentTermId": "<PT_ID>"}
+```
+
+**Activate parent after item exists:**
+```text
+dispatch PATCH /sobjects/PaymentTerm/<PT_ID>
+{"Status": "Active", "IsDefault": true}
+```
+
+> Platform enforces: cannot save PaymentTerm with Status=Active until a child PaymentTermItem exists. Create parent without Status, add child, then PATCH to Active+IsDefault.
+
+> **Org prerequisite:** PaymentTerm is only writable when billing features are enabled (Phase 1 Step 3). On orgs without billing, the sObject describe returns `createable: false` — this is expected and does not indicate a gap in the skill.
+
+---
+
+## 6. Product Selling Models (5 records)
+
+**Object:** `ProductSellingModel`
+
+**Search all:**
+```text
+dispatch GET /query?q=SELECT+Id,Name,SellingModelType,PricingTerm,PricingTermUnit,Status+FROM+ProductSellingModel+ORDER+BY+Name
+```
+
+**Match by SellingModelType + PricingTermUnit (fuzzy on Name):**
+
+| SellingModelType | PricingTermUnit | Default Name |
+|-----------------|-----------------|--------------|
+| OneTime | Months | One time |
+| TermDefined | Months | Term Defined - Monthly |
+| TermDefined | Quarterly | Term Defined - Quarterly |
+| TermDefined | Semi-Annual | Term Defined - Semi Annual |
+| TermDefined | Annual | Term Defined - Annual |
+
+**Create pattern (TermDefined types):**
+```text
+dispatch POST /sobjects/ProductSellingModel
+{"Name": "<NAME>", "SellingModelType": "<TYPE>", "PricingTerm": 1, "PricingTermUnit": "<UNIT>", "Status": "Active"}
+```
+
+**Create pattern (OneTime — no PricingTerm or PricingTermUnit):**
+```text
+dispatch POST /sobjects/ProductSellingModel
+{"Name": "One time", "SellingModelType": "OneTime", "Status": "Active"}
+```
+
+> Platform enforces: OneTime selling models cannot have PricingTerm or PricingTermUnit set. Omit both fields.
+
+---
+
+## 7. Proration Policy
+
+**Object:** `ProrationPolicy` (has NO Status field)
+
+**Search:**
+```text
+dispatch GET /query?q=SELECT+Id,Name,RemainderStrategy,ArePartialPeriodsAllowed,ProrationPolicyType+FROM+ProrationPolicy
+```
+
+**Match:** `RemainderStrategy='AddToLast'` AND `ArePartialPeriodsAllowed=false`
+
+**Create:**
+```text
+dispatch POST /sobjects/ProrationPolicy
+{"Name": "No Partial Proration Add to Last", "RemainderStrategy": "AddToLast", "ArePartialPeriodsAllowed": false, "ProrationPolicyType": "StandardTimePeriods"}
+```

package/skills/insurance-brokerage-agency-billing-configure/references/billing-settings.md

@@ -0,0 +1,271 @@
+# Phase 2: Billing Settings
+
+## Read Current State
+
+```text
+dispatch GET /headless/invoke/platform/billing-settings/get-billing-general-setting-states
+```
+
+Returns a map of all current billing setting states. Compare each key against the desired values below and write only settings that differ.
+
+---
+
+## Billing Settings
+
+### Transaction Journal Creation
+
+**Key in read response:** `TxnJournalCreationEnabled`
+**Desired:** `true`
+
+```text
+dispatch PATCH /headless/invoke/platform/billing-settings/set-txn-journal-creation-enabled
+{"TxnJournalCreationEnabled": true}
+```
+
+---
+
+### Payment Schedules and Items Creation
+
+**Key in read response:** `PaymentScheduleAutomationEnabled`
+**Desired:** `true`
+
+```text
+dispatch PATCH /headless/invoke/platform/billing-settings/set-payment-schedule-automation-enabled
+{"paymentScheduleAutomation": true}
+```
+
+---
+
+### Convert Negative Invoice Lines to Credit Memo Lines
+
+**Key in read response:** `ApplyConvertedNegIL`
+**Desired:** `true`
+
+```text
+dispatch PATCH /headless/invoke/platform/billing-settings/set-apply-converted-neg-il
+{"applyConvertedNegIL": true}
+```
+
+---
+
+### Credit Memo Application to Posted Invoices
+
+**Key in read response:** `PaymentApplicationToInvEnabled`
+**Desired:** `true`
+
+```text
+dispatch PATCH /headless/invoke/platform/billing-settings/set-payment-application-to-inv-enabled
+{"PaymentApplicationToInvEnabled": true}
+```
+
+---
+
+### Invoice PDF Generation + Invoice Email Delivery (Tooling API)
+
+These two fields live on the `BillingSettings` Metadata type. No headless route exists — use the Tooling API read/mutate/write-back pattern (same approach as `InsuranceBrokerageSettings`).
+
+**Read current state (captures the full blob — required for the PATCH):**
+```text
+dispatch GET /tooling/query?q=SELECT+Id,Metadata+FROM+BillingSettings
+```
+
+Returns one record with `Id` and a `Metadata` object containing all billing settings fields.
+
+**Write (must send the full Metadata blob — partial writes wipe omitted fields):**
+
+Take the `Metadata` object from the read response, set the two invoice fields to `true`, then PATCH the entire blob back:
+
+```text
+dispatch PATCH /tooling/sobjects/BillingSettings/<id>
+{
+  "Metadata": {
+    "<all other fields from read, unchanged>": "...",
+    "enableInvoicePdfGeneration": true,
+    "enableInvoiceEmailDelivery": true
+  }
+}
+```
+
+**Verify:** re-read `SELECT Metadata FROM BillingSettings` and confirm both fields are `true`.
+
+---
+
+### Billing Context Definition
+
+**Desired:** `BillingContext__stdctx`
+
+```text
+dispatch PATCH /headless/invoke/platform/billing-settings/set-billing-ctx-def-org-value-and-get-mapping
+{"selectedContextDefinition": "BillingContext__stdctx"}
+```
+
+---
+
+### Billing Context Source Mapping
+
+**Desired:** `OrderEntitiesMapping`
+
+**First, get available mapping options** (returned by the context definition setter):
+```text
+dispatch PATCH /headless/invoke/platform/billing-settings/set-billing-ctx-def-org-value-and-get-mapping
+{"selectedContextDefinition": "BillingContext__stdctx"}
+```
+
+This returns the available mappings. Then set the source mapping:
+
+```text
+dispatch PATCH /headless/invoke/platform/billing-tax-configurations/set-billing-cxt-def-mapping-org-value
+{"selectedMapping": "OrderEntitiesMapping"}
+```
+
+---
+
+### Intra Context Custom Mapping
+
+**Desired:** `BSGEntitiesMapping`
+
+```text
+dispatch PATCH /headless/invoke/platform/billing-settings/set-billing-intra-cxt-def-mapping-org-value
+{"selectedIntraContextCustomMapping": "BSGEntitiesMapping"}
+```
+
+---
+
+### Rule-Based Credit and Payment Application Order
+
+**Desired:** `{"first":"Payments","rules":["EM","EA","OI","HI"]}`
+- `first: Payments` — apply payments before credit memos
+- `EM` = Exact Match, `EA` = Exact Account, `OI` = Oldest Invoice, `HI` = Highest Invoice
+
+```text
+dispatch PATCH /headless/invoke/platform/billing-settings/set-rules-based-application-order-org-value
+{"rulesBasedApplicationOrder": "{\"first\":\"Payments\",\"rules\":[\"EM\",\"EA\",\"OI\",\"HI\"]}"}
+```
+
+---
+
+## InsuranceBrokerage Settings
+
+> **Must run after Billing is enabled (Phase 1 Step 3).** The `InsuranceSettingsPageController` returns `NOT_IMPLEMENTED` until billing setup is on.
+
+### Generate Insurance Policy Transaction Details (iptdEnabledForBrokerage)
+
+**Read current state:**
+```text
+dispatch GET /setup/org/values/I_P_T_D_ENABLED_FOR_BROKERAGE
+```
+Returns `{ booleanValue: boolean }`.
+
+**Enable (must run BEFORE InsuranceBilling):**
+```text
+dispatch PATCH /setup/org/values/I_P_T_D_ENABLED_FOR_BROKERAGE
+{"orgValue": true}
+```
+
+**Verify:** re-read, confirm `booleanValue = true`.
+
+> NOT via `handle-pref-enable` — that route's write guard checks `InsuranceBrokerageSettings` Metadata type which may not be present. Use `setup/org/values` instead (the same path the UI calls via `SetupApiFamilyController.updateOrgValue`).
+
+---
+
+### Generate Insurance Policy Transactions (iptEnabledForBrokerage)
+
+**Read current state:**
+```text
+dispatch GET /setup/org/values/I_P_T_ENABLED_FOR_BROKERAGE
+```
+Returns `{ booleanValue: boolean }`.
+
+**Enable (requires I_P_T_D_ENABLED_FOR_BROKERAGE to be on first):**
+```text
+dispatch PATCH /setup/org/values/I_P_T_ENABLED_FOR_BROKERAGE
+{"orgValue": true}
+```
+
+**Verify:** re-read, confirm `booleanValue = true`.
+
+---
+
+### Context Mapping Fields
+
+These three context mapping fields use the same `/setup/org/values/*` pattern as IPTD and IPT above (backed by `SetupApiFamilyController.updateOrgValue`).
+
+#### insBrkBillingCtxDef
+
+**Read current state:**
+```text
+dispatch GET /setup/org/values/INS_BRK_BILLING_CTX_DEF
+```
+Returns `{ booleanValue, dateValue, numberValue, stringValue }`.
+
+**Set (if not already correct):**
+```text
+dispatch PATCH /setup/org/values/INS_BRK_BILLING_CTX_DEF
+{"orgValue": "InsBillingTransactionContext__stdctx"}
+```
+
+**Verify:** re-read, confirm `stringValue = "InsBillingTransactionContext__stdctx"`.
+
+---
+
+#### insBrkBillingCtxSchedGrpMap
+
+**Read current state:**
+```text
+dispatch GET /setup/org/values/INS_BRK_BILLING_CTX_SCHED_GRP_MAP
+```
+
+**Set (if not already correct):**
+```text
+dispatch PATCH /setup/org/values/INS_BRK_BILLING_CTX_SCHED_GRP_MAP
+{"orgValue": "BSGEntitiesMapping"}
+```
+
+**Verify:** re-read, confirm `stringValue = "BSGEntitiesMapping"`.
+
+---
+
+#### insBrkBillingCtxTnxMapping
+
+**Read current state:**
+```text
+dispatch GET /setup/org/values/INS_BRK_BILLING_CTX_TNX_MAPPING
+```
+
+**Set (if not already correct):**
+```text
+dispatch PATCH /setup/org/values/INS_BRK_BILLING_CTX_TNX_MAPPING
+{"orgValue": "InsBillingTransactionMapping"}
+```
+
+**Verify:** re-read, confirm `stringValue = "InsBillingTransactionMapping"`.
+
+> **Note:** The Tooling API path (`SELECT Metadata FROM InsuranceBrokerageSettings`) returns `INVALID_TYPE` on standard orgfarm orgs. These `/setup/org/values/*` routes are the correct headless path and work universally.
+
+---
+
+## Design Document Templates
+
+**Must run after billing is enabled (Phase 1, Step 3).** The `BillingGettingStartedController` is only available once billing setup is on.
+
+**Read current state:**
+```text
+dispatch GET /headless/invoke/platform/document-generation-setting/get-init-data
+```
+Returns `{ canUserAccessDocGenSettingsUI, nameSpacePrefix }`.
+
+**Check if already enabled:**
+```text
+dispatch GET /headless/invoke/platform/document-generation-setting/fetch-doc-gen-setting-records
+```
+Returns count of existing DocGen setting records. If `0`, the feature is not yet enabled.
+
+**Enable via billing setup route** (after billing is on):
+```text
+dispatch PATCH /headless/invoke/platform/accounting-guided-setup/setup-billing-doc-gen-and-fetch-invoice-template-data
+{"BillingDocGenEnabled": true}
+```
+
+> This route was validated in the route corpus. On the probe org it returned `NOT_IMPLEMENTED` because billing was not yet enabled — this is expected. Run this step after Phase 1 Step 3 (billing enablement) completes.
+
+**Verify:** re-call `GET /headless/invoke/platform/document-generation-setting/fetch-doc-gen-setting-records` and confirm count > 0.