I need to invoke my Apex Class whenever certain fields are changed on an Opportunity.
I'd rather change the method of the class to make it invocable - if possible - instead of modifying it's Trigger because frankly, I don't understand how the two sets of code relate to each other.
The Class can then be invoked by the Lightning Process Builder, which also gives me more flexibility if, for example, I want to redefine the fields that should invoke the Class when changed.
Here's the code (which I didn't write).
I've had to remove portions of the code in order to meet the maximum character limit for this post.
global class CP_MonthlyRevenueForecastController{
webservice static string createMonthlyForecastRecords(String opportunityId){
system.debug(opportunityId +' OPPID ');
//Get active currency types
final List<CurrencyType> currencyTypeList = [select IsoCode, ConversionRate
from CurrencyType
where IsActive = true];
ID recordTypeId = [select id,Name from RecordType where Name='CP Non Disbursement' and SobjectType='Monthly_Revenue_Forecast__c'].Id;
/* Fetch current opportunity record Detail */
Opportunity opportunity = [Select id,AccountId, etc where id=:opportunityId];
system.debug(opportunity+'PPPPPPPPPPP');
/* if(opportunity.Amount == null){
opportunity.Amount = 0.0;
} */
system.debug(opportunity.Annual_Revenue__c+'AAAAAAA1');
if(opportunity.Annual_Revenue__c == null){
opportunity.Annual_Revenue__c = 0.0;
}
// Map holding string equivalent of months
Map<Integer,String> monthName = new Map<Integer,String>{1 => 'January' , etc};
final Set<String> mandatoryFieldsForProductVirtualPrepaidVE = new Set<String>(
new String[] {
'Card_Issue_Revenue__c',
'Monthly_Card_Revenue__c',
//etc
}
);
final Set<String> mandatoryFieldsForProductVirtualCredit = new Set<String>(
new String[] {
'Card_Issue_Revenue__c',
'Monthly_Card_Revenue__c',
//etc
}
);
final List<String> mandatoryFieldsThatAreNull = new List<String>();
}
}
}
else if(opportunity.Record_Type_Name__c == 'CP Virtual Credit'){
for (String fieldName : mandatoryFieldsForProductVirtualCredit) {
if (opportunity.get(fieldName) == null) {
//Mandatory field is null
mandatoryFieldsThatAreNull.add('Value for "' + fieldName + '" is required.');
}
}
}
if(!mandatoryFieldsThatAreNull.isEmpty()){
String mandatoryValues = '';
for(String str : mandatoryFieldsThatAreNull)
{
mandatoryValues = mandatoryValues+ '\n'+str;
}
return mandatoryValues;
}
/* Check wheather Monthly Revenue Forecast records are present for the Opportunity or not */
List<Monthly_Revenue_Forecast__c> monthlyForecastRevenue = [Select id,Monthly_Revenue__c,Revenue_Date__c from Monthly_Revenue_Forecast__c where opportunity__c =:opportunityId];
/* Assign Opportunity Record Type to String remove the prefix CP_ or CP */
String str = opportunity.Record_Type_Name__c;//'CP_Virtual Credit';
Integer i = str.length();
String recordTypeName = str.substring(3,i);
/* If there are no Monthly Forecast Revenue record */
if(monthlyForecastRevenue.isEmpty()){
/* Fetch custom setting record(coefficients) for particular product */
List<CP_Seasonality_Coefficient__c> seasonalityCoefficientRecord = [select id,Name,Jan__c, etc where Name =:recordTypeName LIMIT 1];
system.debug(seasonalityCoefficientRecord + 'HHHHHH');
if(seasonalityCoefficientRecord.isEmpty()){
return 'No coefficients for this product';
}else{
monthlyForecastRevenue = new List<Monthly_Revenue_Forecast__c>();
Decimal annualRev = 0.0;
List<Double> monthsVariables = new List<Double>{0.0,seasonalityCoefficientRecord[0].Jan__c, etc};
system.debug(monthsVariables+'MMMMMMMM');
//Date d = Date.today();
Integer yr = opportunity.Implementation_Revenue__c.year();
Integer mnt = opportunity.Implementation_Revenue__c.month();
Date d2 = date.newinstance((yr+1),1,1);
Date d = date.newinstance(yr,mnt,1);
Decimal currentCoef = monthsVariables[mnt];
/*Create Monthly Forecast Revenue Record for the remaing month of the year from current month */
for(Integer mon = mnt;mon<13;mon++){
PopulateAllTheFields p = calculateMonthlyRevenue(opportunity,currentCoef,monthsVariables[mon],mon,yr);
Monthly_Revenue_Forecast__c monForecast = new Monthly_Revenue_Forecast__c();
monForecast.Opportunity__c = opportunityId;
monForecast.Account__c = opportunity.AccountId;
monForecast.Name = monthName.get(mon)+' '+String.valueOf(yr);
if(mon == opportunity.Implementation_Revenue__c.month()){
monForecast.Implementation_Fee__c = opportunity.Implementation__c;
monForecast.Monthly_Revenue__c = p.totalRev+opportunity.Implementation__c;
}else{
monForecast.Implementation_Fee__c = 0;
monForecast.Monthly_Revenue__c = p.totalRev;
}
annualRev = annualRev + p.totalRev;
monForecast.RecordTypeId = recordTypeId;
//etc
monForecast.Revenue_Date__c = date.newinstance(d.year(),d.month(),returnMonthLastDate(d.month(),d.year()));
//monForecast.Revenue_Date__c = d;
monthlyForecastRevenue.add(monForecast);
d = d.addMonths(1);
}
system.debug(monthlyForecastRevenue+'MONTHFFFFF');
/* Create Monthly Forecast Revenue Record for next year from Jan to current month */
for(Integer mon = 1; mon<opportunity.Implementation_Revenue__c.month();mon++){
PopulateAllTheFields p = calculateMonthlyRevenue(opportunity,currentCoef,monthsVariables[d2.month()],d2.month(),d2.year());
Monthly_Revenue_Forecast__c monForecast = new Monthly_Revenue_Forecast__c();
monForecast.Opportunity__c = opportunityId;
monForecast.Account__c = opportunity.AccountId;
//etc
//monForecast.Revenue_Date__c = d2;
monForecast.Revenue_Date__c = date.newinstance(d2.year(),d2.month(),returnMonthLastDate(d2.month(),d2.year()));
monthlyForecastRevenue.add(monForecast);
d2 = d2.addMonths(1);
}
system.debug(monthlyForecastRevenue+'MFFFFF');
Savepoint sp = Database.setSavepoint();
try{
/*Update Opportunity */
system.debug(opportunity+'TTTTTT');
opportunity.Annual_Revenue__c = annualRev + opportunity.Implementation__c;
Database.Update(opportunity);
/* Insert Monthly Forecast Revenue Record */
Database.insert(monthlyForecastRevenue);
//Convert Monthly Amount to GBP (new field)
convertToPounds(monthlyForecastRevenue);
return 'Success';
}catch(Exception e){
Database.rollback(sp);
return 'Unable to insert Montly Forecast !!';
}
}
}
else{
/* If there are Monthly Forecast Revenue record then we have to update the records */
/* Fetch custom setting record(coefficients) for particular product */
List<CP_Seasonality_Coefficient__c> seasonalityCoefficientRecord = [select id,Name,Jan__c, etc from CP_Seasonality_Coefficient__c where Name =:recordTypeName LIMIT 1];
system.debug(seasonalityCoefficientRecord + 'HHHHHH');
if(seasonalityCoefficientRecord.isEmpty()){
return 'No coefficients for this product';
}else{
List<Double> monthsVariables = new List<Double>{0.0,seasonalityCoefficientRecord[0].Jan__c, etc};
system.debug(monthsVariables+'MMMMMMMM');
//Date d = Date.today();
Decimal tempOppRev = opportunity.Annual_Revenue__c;
Decimal tempOppRev2 = 0.0;
List<Monthly_Revenue_Forecast__c> tempMonthlyForecast = new List<Monthly_Revenue_Forecast__c>();
/*
for(Monthly_Revenue_Forecast__c mn : monthlyForecastRevenue){
if(mn.Revenue_Date__c.year() <= date.today().year()){
if(!(mn.Revenue_Date__c.year() < date.today().year()) && (mn.Revenue_Date__c.month() >= date.today().month())){
tempMonthlyForecast.add(mn);
tempOppRev = tempOppRev+mn.Monthly_Revenue__c;
}
}else{
tempMonthlyForecast.add(mn);
tempOppRev = tempOppRev+mn.Monthly_Revenue__c;
}
tempMonthlyForecast.add(mn);
}*/
system.debug(tempOppRev +'TTTTTTT1');
system.debug(opportunity.Annual_Revenue__c +'RRRRRRRR1');
system.debug(tempMonthlyForecast.size()+'LISTLISTLIST');
/*Update Monthly Forecast Revenue Record for the remaing month of the year from current month */
Integer yr = opportunity.Implementation_Revenue__c.year();
Integer mnt = opportunity.Implementation_Revenue__c.month();
Date d2 = date.newinstance((yr+1),1,1);
Date d = date.newinstance(yr,mnt,1);
Decimal currentCoef = monthsVariables[mnt];
Integer cnt = 0;
for(Integer mon = mnt;mon<13;mon++){
PopulateAllTheFields p = calculateMonthlyRevenue(opportunity,currentCoef,monthsVariables[mon],mon,yr);
if(mon == opportunity.Implementation_Revenue__c.month()){
monthlyForecastRevenue[cnt].Implementation_Fee__c = opportunity.Implementation__c;
monthlyForecastRevenue[cnt].Monthly_Revenue__c = p.totalRev+opportunity.Implementation__c;
}else{
monthlyForecastRevenue[cnt].Implementation_Fee__c = 0;
monthlyForecastRevenue[cnt].Monthly_Revenue__c = p.totalRev;
}
tempOppRev2 = tempOppRev2 + p.totalRev;
monthlyForecastRevenue[cnt].Name = monthName.get(mon)+' '+String.valueOf(yr);
monthlyForecastRevenue[cnt].RecordTypeId = recordTypeId;
//etc
monthlyForecastRevenue[cnt].Revenue_Date__c = date.newinstance(d.year(),d.month(),returnMonthLastDate(d.month(),d.year()));
d = d.addMonths(1);
cnt++;
}
/* Update Monthly Forecast Revenue Record for next year from Jan to current month */
system.debug(cnt+'GGGGGGGG');
system.debug(monthlyForecastRevenue.size()+'SIZESIZE');
Integer test = 0;
for(Integer mon = cnt; mon<monthlyForecastRevenue.size();mon++){
PopulateAllTheFields p = calculateMonthlyRevenue(opportunity,currentCoef,monthsVariables[d2.month()],d2.month(),d2.year());// (opportunity.Amount)*monthsVariables[mon];
monthlyForecastRevenue[mon].Name = monthName.get(d2.month())+' '+String.valueOf(d2.year());
monthlyForecastRevenue[mon].RecordTypeId = recordTypeId;
tempOppRev2 = tempOppRev2 + p.totalRev;
//etc
monthlyForecastRevenue[mon].Revenue_Date__c = date.newinstance(d2.year(),d2.month(),returnMonthLastDate(d2.month(),d2.year()));
d2 = d2.addMonths(1);
test++;
}
system.debug(test+'TESTESTTEST');
system.debug(monthlyForecastRevenue+'MOMOMOMOM');
for(Monthly_Revenue_Forecast__c mn : monthlyForecastRevenue){
//tempMonthlyForecast.add(mn);
if(mn.Revenue_Date__c.year() > opportunity.Implementation_Revenue__c.year()){
tempMonthlyForecast.add(mn);
}else if(mn.Revenue_Date__c.year() == opportunity.Implementation_Revenue__c.year()){
if(mn.Revenue_Date__c.month() >= opportunity.Implementation_Revenue__c.month()){
tempMonthlyForecast.add(mn);
}
}
}
system.debug(tempMonthlyForecast+'MOMOMOMOM');
//opportunity.Annual_Revenue__c = tempOppRev - tempOppRev2;
Savepoint sp = Database.setSavepoint();
try{
/*Update Opportunity */
system.debug(opportunity+'OPPPPPPPP');
opportunity.Annual_Revenue__c = tempOppRev2 + opportunity.Implementation__c;
Database.Update(opportunity);
/* Update Monthly Forecast Revenue Record */
Database.update(tempMonthlyForecast);
//Convert Monthly Amount to GBP (new field)
convertToPounds(monthlyForecastRevenue);
return 'Success';
}catch(Exception e){
Database.rollback(sp);
return 'Unable to update Montly Forecast !!';
}
}
system.debug('HERE LIST IS EMPTY');
}
return 'Unable to process!! ';
}
public class PopulateAllTheFields{
public Integer numberOfCard{get;set;}
// etc
public PopulateAllTheFields(Integer numCard, etc){
numberOfCard = numCard;
// etc
}
public PopulateAllTheFields(){}
}
public static PopulateAllTheFields calculateMonthlyRevenue(Opportunity opportunity,Decimal currentMonthCoeficient,Decimal yearmonthCoeficient,Integer yearMonth,Integer yr){
/* Opportunity Fields recalculations start*/
PopulateAllTheFields p;
if(opportunity.Annual_Settlement_Value__c == null ) opportunity.Annual_Settlement_Value__c = 0;
if(opportunity.Implementation_Revenue_as_a_of_FSR__c == null) opportunity.Implementation_Revenue_as_a_of_FSR__c = 0;
Decimal impRevPercentage = opportunity.Implementation_Revenue_as_a_of_FSR__c/100;
//etc
}
Decimal txnATM;
try{
txnATM = settlmentATM.divide(opportunity.Average_transaction_Value_ATM__c,5) ;);
}catch(Exception e){
txnATM = 0.0;
}
Decimal monthlyTxnRevPOS = txnPOS*opportunity.Monthly_Txn_Revenue_POS__c;
Decimal monthlyTxnRevATM = takeMaxOfMonthlyTxnRevenue(txnATM,opportunity.Monthly_Txn_Revenue_ATM_minimum_charge__c,opportunity.Average_transaction_Value_ATM__c,monthlyRevATMPer);
Decimal FXonSpend = (fxOnSpnd * crossPer *(settlmentPOS+settlmentATM));
Decimal interchageRate = interchageRatePer*settlmentPOS;
Decimal rebate = rebt*settlmentPOS;
Decimal totalR = monthlyCardRevenue+cardIssueRev+LoadRennue+monthlyTxnRevPOS+monthlyTxnRevATM+FXonSpend+interchageRate;
p = new PopulateAllTheFields(0,0,0,settlmentPOS,etc;
system.debug(LoadRennue+'$$'+monthlyTxnRevPOS+'$$'+monthlyTxnRevATM+'$$'+FXonSpend+'$$'+interchageRate+'$$'+rebate+' $$'+yearMonth+'CHECKCHECK');
system.debug(p+' $$ '+ yearMonth+ 'FTFTFTFTFT' );
return p;//(monthlyCardRevenue+cardIssueRev+LoadRennue+monthlyTxnRevPOS+monthlyTxnRevATM+FXonSpend+interchageRate+rebate);
}
/* Will Calculate Settlement POS value */
public static Decimal calculateSettlementPOS(Date impRev, etc){
Decimal settlPos = 0.0;
if(impRev.year() == fullSerRev.year()){
if(impRev.year() == yr){
if(fullSerRev.month() < yearMon){
settlPos = (annualSet/12)*yearmonthCoef;
}else If(fullSerRev.month() == yearMon){
settlPos = ((30.416 - fullSerRev.day())* (annualSet/365)*currentMonthCoef)+(fullSerRev.day()*(annualSet/365)*currentMonthCoef*impRevFSR);
}else If(fullSerRev.month() > yearMon){
if(impRev.month() < yearMon){
settlPos = (annualSet/12)*yearmonthCoef*impRevFSR;
}else If(impRev.month() == yearMon){
settlPos = ((30.416 - impRev.day()+1)*((annualSet/365)*currentMonthCoef*impRevFSR));
}else If(impRev.month() > yearMon){
settlPos = 0.0;
}
}
}else{
settlPos = (annualSet/12)*yearmonthCoef;
}
}else if(fullSerRev.year() > impRev.year()){
if(yr == impRev.year()){
if((fullSerRev.month()+12) < yearMon){
settlPos = (annualSet/12)*yearmonthCoef;
}else If((fullSerRev.month()+12) == yearMon){
settlPos = ((30.416 - fullSerRev.day())* (annualSet/365)*currentMonthCoef)+(fullSerRev.day()*(annualSet/365)*currentMonthCoef*impRevFSR);
}else If((fullSerRev.month()+12) > yearMon){
if(impRev.month() < yearMon){
settlPos = (annualSet/12)*yearmonthCoef*impRevFSR;
}else If(impRev.month() == yearMon){
settlPos = ((30.416 - impRev.day()+1)*((annualSet/365)*currentMonthCoef*impRevFSR));
}else If(impRev.month() > yearMon){
settlPos = 0.0;
}
}
}else if(yr > impRev.year()){
if((fullSerRev.month()+12) < (yearMon+12)){
settlPos = (annualSet/12)*yearmonthCoef;
}else If((fullSerRev.month()+12) == (yearMon+12)){
settlPos = ((30.416 - fullSerRev.day())* (annualSet/365)*currentMonthCoef)+(fullSerRev.day()*(annualSet/365)*currentMonthCoef*impRevFSR);
}else If((fullSerRev.month()+12) > (yearMon+12)){
if(impRev.month() < (yearMon+12)){
settlPos = (annualSet/12)*yearmonthCoef*impRevFSR;
}else If(impRev.month() == (yearMon+12)){
settlPos = ((30.416 - impRev.day()+1)*((annualSet/365)*currentMonthCoef*impRevFSR));
}else If(impRev.month() > (yearMon+12)){
settlPos = 0.0;
}
}
}
}
system.debug(settlPos*POSPercentage +'$$'+POSPercentage+ 'POPOPOPOPOP');
return settlPos*POSPercentage;
}
/* Will Calculate Settlement ATM value */
public static Decimal calculateSettlementATM(Date impRev, etc){
Decimal settlATM = 0.0;
Integer tempVar ;
if(impRev.year() == fullSerRev.year()){
//tempVar = fullSerRev.month() - impRev.month();
if(impRev.year() == yr){
if(fullSerRev.month() < yearMon){
settlATM = (annualSet/12)*yearmonthCoef;
}else If(fullSerRev.month() == yearMon){
settlATM = ((30.416 - fullSerRev.day())* (annualSet/365)*currentMonthCoef)+(fullSerRev.day()*(annualSet/365)*currentMonthCoef*impRevFSR);
}else If(fullSerRev.month() > yearMon){
if(impRev.month() < yearMon){
settlATM = (annualSet/12)*yearmonthCoef*impRevFSR;
}else If(impRev.month() == yearMon){
settlATM = ((30.416 - impRev.day())*((annualSet/365)*currentMonthCoef*impRevFSR));
}else If(impRev.month() > yearMon){
settlATM = 0.0;
}
}
}else{
settlATM = (annualSet/12)*yearmonthCoef;
}
}else if(fullSerRev.year() > impRev.year()){
//tempVar = (fullSerRev.month()+(12*(fullSerRev.year() - impRev.year()))) - impRev.month();
if(yr == impRev.year()){
if((fullSerRev.month()+12) < yearMon){
settlATM = (annualSet/12)*yearmonthCoef;
}else If((fullSerRev.month()+12) == yearMon){
settlATM = ((30.416 - fullSerRev.day())* (annualSet/365)*currentMonthCoef)+(fullSerRev.day()*(annualSet/365)*currentMonthCoef*impRevFSR);
}else If((fullSerRev.month()+12) > yearMon){
if(impRev.month() < yearMon){
settlATM = (annualSet/12)*yearmonthCoef*impRevFSR;
}else If(impRev.month() == yearMon){
settlATM = ((30.416 - impRev.day())*((annualSet/365)*currentMonthCoef*impRevFSR));
}else If(impRev.month() > yearMon){
settlATM = 0.0;
}
}
}else if(yr > impRev.year()){
if((fullSerRev.month()+12) < (yearMon+12)){
settlATM = (annualSet/12)*yearmonthCoef;
}else If((fullSerRev.month()+12) == (yearMon+12)){
settlATM = ((30.416 - fullSerRev.day())* (annualSet/365)*currentMonthCoef)+(fullSerRev.day()*(annualSet/365)*currentMonthCoef*impRevFSR);
}else If((fullSerRev.month()+12) > (yearMon+12)){
if(impRev.month() < (yearMon+12)){
settlATM = (annualSet/12)*yearmonthCoef*impRevFSR;
}else If(impRev.month() == (yearMon+12)){
settlATM = ((30.416 - impRev.day())*((annualSet/365)*currentMonthCoef*impRevFSR));
}else If(impRev.month() > (yearMon+12)){
settlATM = 0.0;
}
}
}
}
system.debug(settlATM*ATMPercentage+'AOAOAOAOAOA');
return settlATM*ATMPercentage;
//return settlATM;
}
/*
=IF(
(C49*$D$19)>(($D$35*$D$20)*C49)
,C49*$D$19,
(($D$35*$D$20)*C49)
)
*/
//takeMaxOfMonthlyTxnRevenue(txnATM,etc){
if((txnATM*monthlyTxnPrecentage) > ((avgATM*monthlyRevATM)*txnATM)){
return (txnATM*monthlyTxnPrecentage);
}else{
return ((avgATM*monthlyRevATM)*txnATM);
}
}
/**
* Converts the Monthly Revenue into User's default currency and put the value into a new field (Monthly_Revenue_converted__c)
*/
private static void convertToPounds(final List<Monthly_Revenue_Forecast__c> monthlyForecastRevenueList) {
//Get 'Monthly Revenue Forecast' Ids
final Map<Id, String> convertedMonthlyRevenue = new Map<Id, String>();
for (Monthly_Revenue_Forecast__c monthlyForecastRevenue : monthlyForecastRevenueList) {
convertedMonthlyRevenue.put(monthlyForecastRevenue.Id, null);
}
//Query 'Monthly Revenue Forecast' and convert the Monthly Revenue into User's default currency
for (Monthly_Revenue_Forecast__c monthlyForecastRevenue : [select Id, convertCurrency(Monthly_Revenue__c)
from Monthly_Revenue_Forecast__c
where Id IN :convertedMonthlyRevenue.keySet()]) {
convertedMonthlyRevenue.put(monthlyForecastRevenue.Id, UserInfo.getDefaultCurrency() + ' ' + monthlyForecastRevenue.Monthly_Revenue__c.format());
}
//Set the Converted Monthly Revenue
for (Monthly_Revenue_Forecast__c monthlyForecastRevenue : monthlyForecastRevenueList) {
monthlyForecastRevenue.Monthly_Revenue_converted__c = convertedMonthlyRevenue.get(monthlyForecastRevenue.Id);
}
//Persist records
update monthlyForecastRevenueList;
}
/* Get the last day of a month */
public static Integer returnMonthLastDate(Integer mon,Integer yr){
if(mon == 1 || etc
return 31;
}else if(mon == 2){
if(math.mod(yr, 4) == 0){
return 29; // Leap year
}else{
return 28;
}
}else{
return 30;
}
}
}
At the moment the code is triggered by the user using a JavaScript custom button.
Please do suggest any edits which I can make to reduce the size of the code, without removing any parts which may need to be taken into consideration
