Trigger to create a new child record type Opportunity and Opportunity Line Items if the parent record type Opportunity is Closed Won

Question

Okay guys, I have now spent 4 days and counting on this trigger and I really feel it shouldn't be this hard but I am having a lot of trouble trying to get it done so help would be greatly appreciated!

This is my trigger so far:

trigger ParentOppToChild on Opportunity(after update)
{
    //Get all Opportunity's with stage name = to closed won
    Set<Id> opportunityIds = new Set<Id>();
    for(Opportunity opp : Trigger.new)
    {
        if(opp.StageName == 'Closed Won' && Trigger.oldMap.get(opp.Id).StageName != 'Closed Won')
        {
            opportunityIds.add(opp.Id);
        }
    }

    // Get Opportunity Line Items
    for (Opportunity opp : [SELECT Id, (SELECT Id FROM OpportunityLineItems) FROM Opportunity WHERE Id IN :opportunityIds])
    {
        // Create grouping of opp line items by Dealership
        Map<Id, List<OpportunityLineItem>> mapDealershipItems = new Map<Id, List<OpportunityLineItem>>();
        List<OpportunityLineItem> OppLineItemsList = new List<OpportunityLineItem>();
        for (OpportunityLineItem oppLineItem : opp.OpportunityLineItems)
        { 
            mapDealershipItems.put(OppLineItem.Dealership__c, OppLineItemsList);
            If(mapDealershipItems.containsKey(oppLineItem.Dealership__c ))
            { 
                // TO-DO Check if Dealership is a key in the map
                // 1. Yes - Add opp line item to the list
                // 2. No - Add dealership (key) and new list with item inside (value)
                // 
                OppLineItemsList.add(OppLineItem);

            }
            else
            {
                OppLineItemsList.add(OppLineItem);                
               ;
            }
        }
        //mapDealershipItems.put(key, value)


        // Create opportunity and opp line items
        for (Id dealershipId : mapDealershipItems.keySet())
        {
            // TO-DO Create opportunity
            Opportunity opportunity = new Opportunity(AccountId = dealershipId,
                                                        CloseDate = Date.today(),
                                                        StageName = 'Group Contract Signed');
            try {
                insert opportunity;
            } catch (Exception e1) {

            }

            // TO-DO Create opp line items
            //  - Check checkbox in opportunity 
            List<OpportunityLineItem> oppLineItems = new List<OpportunityLineItem>();
            for(OpportunityLineItem oli : opportunity.OpportunityLineItems)
            {
                oppLineItems.add(oli);
            }

            try {
                insert oppLineItems;
            } catch (Exception e2) {

            }
        }
    }
}

I basically need to create a new opportunity (child record type) if the parent opportunity is 'closed won'. This new opportunity will have the account name set to the dealership__c(lookup field to account on OpportunityLineItem) and all the opportunity line items in its related list will be the ones related to the dealership (only the items that were associated with the dealer in the related list of the now 'closed won' parent opportunity).

I am having trouble grouping the Line Items with the Dealerships. And then trying to create the new opportunities and the line items related to it.

Again, I would be forever grateful to anyone who can help with this.

Answer 1

You will have to do some basic debugging as I did not try and compile the code. Hopefully with the comments it makes sense and you can add to it

You will have to add a recursion check as you will be inserting new Opportunities.

Disclaimer: this is not a "best practice" code sample but a quick workup.

Recursion Check

public class checkRecursion{

    public static boolean stopOpportunity = false;

}

Trigger

trigger ParentOppToChild on Opportunity(after update)
{
    //Check recursion and do not run if this trigger is alredy running
    if(checkRecursion.stopOpportunity) return;

    //Get all Opportunity's with stage name = to closed won
    Set<Id> opportunityIds = new Set<Id>();
    for(Opportunity opp : Trigger.new)
    {
        if(opp.StageName == 'Closed Won' && Trigger.oldMap.get(opp.Id).StageName != 'Closed Won')
        {
            opportunityIds.add(opp.Id);
        }
    }

    Opportunity[] toProcess = [SELECT Id, (SELECT Id, Dealership__c FROM OpportunityLineItems Where Dealership__c != null) FROM Opportunity WHERE Id IN :opportunityIds];

    //Create a map of the Dealerships to ALL Opps with Line Items having a Dealership__c value
    Map<ID, Opportunity> mapOppDealership = New Map<ID,Opportunity>();

for(Opportunity opp : toProcess){
    for (OpportunityLineItem oppLineItem : opp.OpportunityLineItems){
        //dealership__c is the Key since we are aggregating by Dealership
        Opportunity tmp = mapOppDealership.get(oppLineItem.Dealership__c);

        if(tmp == null){ //No Opp created yet so create it by cloning the opp
            //Create a Opp for that dealership
            Opportunity new_opp = new Opportunity(
                                                    AccountId = oppLineItem.dealership__c,
                                                    CloseDate = Date.today(),
                                                    StageName = 'Group Contract Signed'                
                                                );
            mapOppDealership.put(oppLineItem.Dealership__c,new_Opp);
        }
    }  
}

    checkRecursion.stopOpportunity = true; //ensure this trigger does not run again due to WFR or RUS
    insert mapOppDealership.values();

    //List of Opp Line Items to insert
    List<OpportunityLineItem> mapDealershipItems = new List<OpportunityLineItem>();

    // Create Opportunity Line Items
    for (Opportunity opp : toProcess)
    {
        //For each Opportunity line item in the original trigger
        //Clone it and attach it to the Opportunity created eairlier using the Dealership__c as the Key
        //if no opp was created ignore the OLI

        for (OpportunityLineItem oppLineItem : opp.OpportunityLineItems)
        { 
            if(mapOppDealership.containsKey(OppLineItem.Dealership__c)){
                OpportunityLineItem tmp = OppLineItem.clone(false,true); //Clone the line item
                tmp.OpportunityID = mapOppDealership.get(OppLineItem.Dealership__c); //reparent

                mapDealershipItems.add(tmp); //add to list
            }
        }
    }

    insert mapDealershipItems;

}

This trigger will go through the Opp Line Items and create an opportunity for each dealership (Across ALL Opportunity Line Items in the trigger)

Then it will go through them again and create new line items, attaching them to the Opportunities created above.

Basically it aggregates all records in the trigger by dealership.

Answer 2

below code is to create the Map of DealershipID with OpportunityLineItems. Thanks.

// Code to create the map of Dealership__c ( Account) and OpportunityLineitems. 

Map<Id, List<OpportunityLineItem>> mapDealershipItems = new Map<Id, List<OpportunityLineItem>>();
for (OpportunityLineItem oppLineItem : opp.OpportunityLineItems){ 
             if ( ! mapDealershipItems.Containskey(oppLineItem.Dealership__c))
                     mapDealershipItems.put(oppLineItem.Dealership__c,new list <OpportunityLineItem>)
                mapDealershipItems.get(oppLineItem.Dealership__c).add(oppLineItem); 

        }

  system.debug('Map of Dealership with OpportunityLineitems ' + mapDealershipItems) ;     // it will map of Dealership Id with the OpportunitylineItems