After some work, I finally got a functional code for this. I post it, it will maybe be useful for some one else. And if you see any improvement, please share.
/**
* Calculate Quote Total Year x fields from QuoteLineItem
* @param quotes List of Quote
* @param qlis List of QuoteLineItem
* @return Map Quotes to update
*/
public static List<Quote> calculateTotalYears(List<Quote> quotes, List<QuoteLineItem> qlis) {
Map<Id, Quote> quotesMap = new Map<Id, Quote>(quotes);
Map<Id,Map<Integer,Decimal>> totalByQuote = new Map<Id,Map<Integer,Decimal>>();
// Find the earliest SKU start date from QuoteLineItem
Date firstStartDate = null;
for(QuoteLineItem qli : qlis) {
if(firstStartDate == null || qli.StartDate__c < firstStartDate) {
firstStartDate = qli.StartDate__c;
}
}
// Store start of the next 7 years after the earliest SKU start date
Map<Integer, Date> startDatePerYear = new Map<Integer, Date>();
if(firstStartDate != null) {
startDatePerYear.put(1, firstStartDate);
startDatePerYear.put(2, startDatePerYear.get(1).addYears(1));
startDatePerYear.put(3, startDatePerYear.get(2).addYears(1));
startDatePerYear.put(4, startDatePerYear.get(3).addYears(1));
startDatePerYear.put(5, startDatePerYear.get(4).addYears(1));
startDatePerYear.put(6, startDatePerYear.get(5).addYears(1));
startDatePerYear.put(7, startDatePerYear.get(6).addYears(1));
}
// Loop on all QuoteLineItem updated
for(QuoteLineItem qli : qlis) {
// Create Total map if new Quote
if(!totalByQuote.containsKey(qli.QuoteId)) {
totalByQuote.put(qli.QuoteId, new Map<Integer, Decimal>());
}
// If Product is recurring, split in all years
if(qli.PricebookEntry.Product2.IsRecurringRevenue__c && ((Quote) quotesMap.get(qli.QuoteId)).BillingFrequency__c == 'Annually') {
// We can only caculate if we have both dates
if(qli.StartDate__c != null && qli.EndDate__c != null) {
Decimal currentAmount = 0, currentDays = 0, amountCompleteYear = 0;
Integer lastActiveYear = 0;
Map<Integer, Decimal> daysPerYear = new Map<Integer, Decimal>{1 => 0, 2 => 0, 3 => 0, 4 => 0, 5 => 0, 6 => 0};
Map<Integer, Decimal> amountPerYear = new Map<Integer, Decimal>{1 => 0, 2 => 0, 3 => 0, 4 => 0, 5 => 0, 6 => 0};
// Store number of days between dates to calculate amount per days (for leap year, consider as 365 days for exact calculation)
Decimal totalDays = (qli.StartDate__c.daysBetween(qli.EndDate__c) == 366) ? 365 : (qli.StartDate__c.daysBetween(qli.EndDate__c) + 1 - qli.NumberLeapYears__c);
// Calculate amount per days
Decimal amountPerDays = (qli.TotalPrice / totalDays);
// Calculate amount per year
for (Integer i = 1; i <= 6; i++){
// If first year, store number of days between QuoteLineItem start date and start of next year (for leap year, consider as 365 days for exact calculation)
if(i==1) {
daysPerYear.put(i, (qli.StartDate__c.daysBetween(startDatePerYear.get(i+1)) == 366) ? 365 : qli.StartDate__c.daysBetween(startDatePerYear.get(i+1)));
}
// Else, store number of days between start of year and start of next year (for leap year, consider as 365 days for exact calculation)
else {
daysPerYear.put(i, (startDatePerYear.get(2).daysBetween(startDatePerYear.get(i+1)) == 366) ? 365 : startDatePerYear.get(i).daysBetween(startDatePerYear.get(i+1)));
}
// If we exceed the number of total days, set year days to remaining days
if(currentDays + daysPerYear.get(i) > totalDays) { daysPerYear.put(i, totalDays - currentDays); }
// Update number of days "used"
currentDays += daysPerYear.get(i);
// If complete year, year amount is total yearly price. Else, if not greater than total price, prorate with number of days in year
amountPerYear.put(i, (daysPerYear.get(i) == 365) ? qli.TotalYearlyPrice__c : (currentAmount >= qli.TotalPrice) ? 0 : amountPerDays * daysPerYear.get(i));
// Update the "used" amount
currentAmount += amountPerYear.get(i).setScale(2);
// Update amount of complete year (used later to have exact amount)
amountCompleteYear += (daysPerYear.get(i) == 365) ? amountPerYear.get(i) : 0;
// Set the last active year (used later to have exact amount)
lastActiveYear = (amountPerYear.get(i) == 0 && lastActiveYear == 0) ? i - 1 : lastActiveYear;
}
Decimal commitTermsYear1, commitTermsLastYear;
// If first or last year are not complete, calculate it by difference in order to have exact amount
if(daysPerYear.get(1) != 365 && daysPerYear.get(lastActiveYear) != 365) {
// Get number of month (with decimals) of first and last active year
commitTermsYear1 = DateUtils.commitTermsBetween(qli.StartDate__c, startDatePerYear.get(2));
commitTermsLastYear = DateUtils.commitTermsBetween(startDatePerYear.get(lastActiveYear), qli.EndDate__c);
// If both of them are integer (no decimals), just prorate total yearly price
if(commitTermsYear1.scale() == 0 && commitTermsLastYear.scale() == 0) {
amountPerYear.put(1, (qli.TotalYearlyPrice__c / 12) * commitTermsYear1);
amountPerYear.put(lastActiveYear, (qli.TotalYearlyPrice__c / 12) * commitTermsLastYear);
}
// If only first year is integer, prorate first year using total yearly price and calculate remaining amount for last year
else if(commitTermsYear1.scale() == 0 && commitTermsLastYear.scale() != 0) {
amountPerYear.put(1, (qli.TotalYearlyPrice__c / 12) * commitTermsYear1);
amountPerYear.put(lastActiveYear, qli.TotalPrice - amountCompleteYear - ((qli.TotalYearlyPrice__c / 12) * commitTermsYear1));
}
// If only last year is integer, prorate last year using total yearly price and calculate remaining amount for first year
else if(commitTermsYear1.scale() != 0 && commitTermsLastYear.scale() == 0) {
amountPerYear.put(lastActiveYear, (qli.TotalYearlyPrice__c / 12) * commitTermsLastYear);
amountPerYear.put(1, qli.TotalPrice - amountCompleteYear - ((qli.TotalYearlyPrice__c / 12) * commitTermsLastYear));
}
// If non of them are integer, prorate last year using total yearly price and calculate remaining amount for first year
else if(commitTermsYear1.scale() != 0 && commitTermsLastYear.scale() != 0) {
amountPerYear.put(lastActiveYear, (qli.TotalYearlyPrice__c / 12) * commitTermsLastYear);
amountPerYear.put(1, qli.TotalPrice - amountCompleteYear - ((qli.TotalYearlyPrice__c / 12) * commitTermsLastYear));
}
}
// If only last year is complete, calculate first year using the remaining amount
else if(daysPerYear.get(1) != 365 && daysPerYear.get(lastActiveYear) == 365) {
amountPerYear.put(1, qli.TotalPrice - amountCompleteYear);
}
// If only first year is complete, calculate last year using the remaining amount
else if(daysPerYear.get(1) == 365 && daysPerYear.get(lastActiveYear) != 365) {
amountPerYear.put(lastActiveYear, qli.TotalPrice - amountCompleteYear);
}
// If year was already calculated for other SKU, add it
if(totalByQuote.get(qli.QuoteId).containsKey(1)) {
totalByQuote.get(qli.QuoteId).put(1, totalByQuote.get(qli.QuoteId).get(1) + amountPerYear.get(1).setScale(2));
} else {
totalByQuote.get(qli.QuoteId).put(1, amountPerYear.get(1).setScale(2));
}
if(totalByQuote.get(qli.QuoteId).containsKey(2)) {
totalByQuote.get(qli.QuoteId).put(2, totalByQuote.get(qli.QuoteId).get(2) + amountPerYear.get(2).setScale(2));
} else {
totalByQuote.get(qli.QuoteId).put(2, amountPerYear.get(2).setScale(2));
}
if(totalByQuote.get(qli.QuoteId).containsKey(3)) {
totalByQuote.get(qli.QuoteId).put(3, totalByQuote.get(qli.QuoteId).get(3) + amountPerYear.get(3).setScale(2));
} else {
totalByQuote.get(qli.QuoteId).put(3, amountPerYear.get(3).setScale(2));
}
if(totalByQuote.get(qli.QuoteId).containsKey(4)) {
totalByQuote.get(qli.QuoteId).put(4, totalByQuote.get(qli.QuoteId).get(4) + amountPerYear.get(4).setScale(2));
} else {
totalByQuote.get(qli.QuoteId).put(4, amountPerYear.get(4).setScale(2));
}
if(totalByQuote.get(qli.QuoteId).containsKey(5)) {
totalByQuote.get(qli.QuoteId).put(5, totalByQuote.get(qli.QuoteId).get(5) + amountPerYear.get(5).setScale(2));
} else {
totalByQuote.get(qli.QuoteId).put(5, amountPerYear.get(5).setScale(2));
}
if(totalByQuote.get(qli.QuoteId).containsKey(6)) {
totalByQuote.get(qli.QuoteId).put(6, totalByQuote.get(qli.QuoteId).get(6) + amountPerYear.get(6).setScale(2));
} else {
totalByQuote.get(qli.QuoteId).put(6, amountPerYear.get(6).setScale(2));
}
}
}
// If Product is not recurring, add entire TotalPrice to Year 1
else {
if(totalByQuote.get(qli.QuoteId).containsKey(1)) {
totalByQuote.get(qli.QuoteId).put(1, totalByQuote.get(qli.QuoteId).get(1) + qli.TotalPrice);
} else {
totalByQuote.get(qli.QuoteId).put(1, qli.TotalPrice);
}
}
}
// Update total year fields to all quotes
for(Quote q : quotes) {
if(totalByQuote.containsKey(q.Id)) {
q.TotalYear1__c = (totalByQuote.get(q.Id).get(1) != 0) ? totalByQuote.get(q.Id).get(1) : null;
q.TotalYear2__c = (totalByQuote.get(q.Id).get(2) != 0) ? totalByQuote.get(q.Id).get(2) : null;
q.TotalYear3__c = (totalByQuote.get(q.Id).get(3) != 0) ? totalByQuote.get(q.Id).get(3) : null;
q.TotalYear4__c = (totalByQuote.get(q.Id).get(4) != 0) ? totalByQuote.get(q.Id).get(4) : null;
q.TotalYear5__c = (totalByQuote.get(q.Id).get(5) != 0) ? totalByQuote.get(q.Id).get(5) : null;
q.TotalYear6__c = (totalByQuote.get(q.Id).get(6) != 0) ? totalByQuote.get(q.Id).get(6) : null;
}
}
return quotes;
}
/**
* Calculate commitment between two dates in month
* @param startDate Start date to calculate commitment
* @param endDate End date to calculate commitment
* @param startDate Default commitment to use if no start or end date
* @return Decimal Number of commitment months
*/
public static Decimal commitTermsBetween(Date startDate, Date endDate, Decimal defaultCommitTerms) {
Decimal commitTerms;
if(startDate != null && endDate != null) {
Date currentDate = startDate;
commitTerms = 0;
do {
Integer numberDays = Date.daysInMonth(currentDate.year(), currentDate.month());
if (currentDate.year() == startDate.year() && currentDate.month() == startDate.month() && currentDate.day() != 1) {
commitTerms += ((Decimal) (numberDays - startDate.day())).divide(numberDays, 2);
} else if (currentDate.year() == endDate.year() && currentDate.month() == endDate.month() && endDate.day() != numberDays) {
commitTerms += ((Decimal) endDate.addDays(1).day()).divide(numberDays, 2);
} else {
commitTerms += 1;
}
currentDate = currentDate.addMonths(1);
} while (Integer.valueOf(String.valueOf(currentDate.year()) + String.valueOf(currentDate.month() + 100).right(2)) <= Integer.valueOf(String.valueOf(endDate.year()) + String.valueOf(endDate.month() + 100).right(2)));
}
else {
commitTerms = defaultCommitTerms;
}
return commitTerms;
}
