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/* Apex Controller class for the Aura component wmx_ScenarionHandler. West Monroe, April 2022 */
public without sharing class LightningScenarioHandler {
@AuraEnabled
public static String getScenarioItems(String recordId) {
//local vars
List<Id> depositAccountList = new List<Id>();
List<LLC_BI__Scenario_Item__c> scenarioItemList = new List<LLC_BI__Scenario_Item__c>();
Set<String> feeCodeSet = new Set<String>();
Set<id> productIdSet = new Set<id>();
Map<String, TS_COA_Actual_Volumes__c> actualVolumeMap = new Map<String, TS_COA_Actual_Volumes__c>();
Boolean isChanged = false;
Map<String, LLC_BI__Bill_Point__c> billPointMap = new Map<String, LLC_BI__Bill_Point__c>();
try{
//Retrieve current Scenario record
LLC_BI__Scenario__c scenario = [
SELECT
Id,
WMX_Proposed_Month__c,
LLC_BI__Earnings_Credit_Allowance__c,
LLC_BI__Average_Ledger_Balance__c,
TS_COA_Effective_Date__c,
WMX_Deposit_Account__c,
WMX_Deposit_Account_2__c,
WMX_Deposit_Account_3__c,
WMX_Deposit_Account_4__c,
WMX_Deposit_Account_5__c
FROM LLC_BI__Scenario__c
WHERE Id = :recordId
];
// Ensure Proposed Month and Deposit Account are not null
if(scenario.WMX_Deposit_Account__c == null || scenario.WMX_Proposed_Month__c == null){
return 'Lead Account and Proposed Month are required to import actual volumes.';
}
// Check if Proposed Month year matches the current year
String proposedMonthYear = scenario.WMX_Proposed_Month__c != null ? scenario.WMX_Proposed_Month__c.substring(0, 4) : '';
String currentYear = String.valueOf(Date.today().year());
if (proposedMonthYear != currentYear) {
return 'The Proposed Month must be within the current year (' + currentYear + ').';
}
// Retrieve existing Scenario Items for the proposed month
List<LLC_BI__Scenario_Item__c> oldSeneriosList = [
SELECT id, LLC_BI__Is_Monthly__c, WMX_Proposed_Month__c
FROM LLC_BI__Scenario_Item__c
WHERE LLC_BI__Scenario__c = :recordId
AND TS_COA_Imported_Volume__c = TRUE
];
Boolean isReturnMsg = false;
for(LLC_BI__Scenario_Item__c sItem:oldSeneriosList){
if(sItem.WMX_Proposed_Month__c == scenario.WMX_Proposed_Month__c){
isReturnMsg = true;
}
}
if(isReturnMsg){
return 'Volumes for the month of '+scenario.WMX_Proposed_Month__c+' have already been imported. Please change the Proposed Month and try again.';
}
else if(oldSeneriosList.size() >0 ){
delete oldSeneriosList;
}
}
//Add all Deposit Accounts tied to this Proforma in a list
depositAccountList.add(scenario.WMX_Deposit_Account__c);
depositAccountList.add(scenario.WMX_Deposit_Account_2__c);
depositAccountList.add(scenario.WMX_Deposit_Account_3__c);
depositAccountList.add(scenario.WMX_Deposit_Account_4__c);
depositAccountList.add(scenario.WMX_Deposit_Account_5__c);
//Loop through the Deposit Accounts and get the lowest Earnings Credit Rate and a Sum of all Amounts
Decimal lowestEarningsCreditRate = 0.0;
Decimal totalAmount = 0.0;
isChanged = false;
for (LLC_BI__Deposit__c depositAccount : [
SELECT TS_COA_Earnings_Credit_Rate__c, LLC_BI__Amount__c
FROM LLC_BI__Deposit__c
WHERE Id IN :depositAccountList
]) {
if ((lowestEarningsCreditRate == 0.0) && (depositAccount.TS_COA_Earnings_Credit_Rate__c != null)) {
lowestEarningsCreditRate = Decimal.valueOf(depositAccount.TS_COA_Earnings_Credit_Rate__c);
} else if (
(depositAccount.TS_COA_Earnings_Credit_Rate__c != null) &&
(Decimal.valueOf(depositAccount.TS_COA_Earnings_Credit_Rate__c) < lowestEarningsCreditRate)
) {
lowestEarningsCreditRate = Decimal.valueOf(depositAccount.TS_COA_Earnings_Credit_Rate__c);
}
if (depositAccount.LLC_BI__Amount__c != null) {
totalAmount += depositAccount.LLC_BI__Amount__c;
}
}
//Copy the lowest earnings credit rate from the deposit accounts and total amount to the Scenario record
if (lowestEarningsCreditRate > 0.0) {
scenario.LLC_BI__Earnings_Credit_Allowance__c = lowestEarningsCreditRate;
isChanged = true;
}
/*if (totalAmount > 0.0) {
scenario.LLC_BI__Average_Ledger_Balance__c = totalAmount;
isChanged = true;
}*/
if (isChanged) {
update scenario;
}
//Loop through all Actual Volume records for the Scenario's Proposed Month and any of the Deposit accounts on the Proforma
for (TS_COA_Actual_Volumes__c actualVolume : [
SELECT
TS_COA_Fee_Code__c,
TS_COA_Net_Fee_Amount__c,
TS_COA_S_C_Date__c,
TS_COA_Counter__c
FROM TS_COA_Actual_Volumes__c
WHERE
TS_COA_Proposed_Month_Name__c = :scenario.WMX_Proposed_Month__c
AND TS_COA_Deposit_Account__c IN :depositAccountList
AND CALENDAR_YEAR(TS_COA_S_C_Date__c) = :Date.today().year() // Ensure volumes are from the current year
]) {
//Add Found Fee Codes to a set to query on
feeCodeSet.add(actualVolume.TS_COA_Fee_Code__c);
if (!actualVolumeMap.containsKey(actualVolume.TS_COA_Fee_Code__c) && actualVolume.TS_COA_Fee_Code__c != null ) {
//Add to Map that will be used to match a BSID to Actual Volumes record
actualVolumeMap.put(actualVolume.TS_COA_Fee_Code__c, actualVolume);
}
}
//Loop through Bill Point records where BSID = Fee Code from Actual Volume record and add Product Id from matching Bill Point records into a Set
for (LLC_BI__Bill_Point__c billPoint : [
SELECT
LLC_BI__Product__c
FROM LLC_BI__Bill_Point__c
WHERE LLC_BI__LookupKey__c IN :feeCodeSet
]) {
//Add all product IDs associated with found BillPoints
productIdSet.add(billPoint.LLC_BI__Product__c);
}
//Loop through Bill Point records where Product Id = Product Ids from previously retrieved Bill Point records
for (LLC_BI__Bill_Point__c billPoint : [
SELECT
Id,
LLC_BI__LookupKey__c,
LLC_BI__Price__c,
Name,
LLC_BI__Product__c,
LLC_BI__Product__r.LLC_BI__Product_Type__r.Name,
LLC_BI__Is_Monthly__c,
LLC_BI__lookup_Key__c
FROM LLC_BI__Bill_Point__c
WHERE LLC_BI__Product__c IN :productIdSet
ORDER BY LLC_BI__lookup_Key__c
]) {
String bsid = billPoint.LLC_BI__LookupKey__c != null ? (billPoint.LLC_BI__LookupKey__c).trim() : '';
String lookupKey = billPoint.LLC_BI__lookup_Key__c != null ? (billPoint.LLC_BI__lookup_Key__c).trim() : '';
System.debug('CPA Processing Bill Point record with BSID: ' + bsid + ' and Lookup Key: ' + lookupKey);
//Skip record if bsid is a null string
if (bsid.equals('')) {
continue;
}
//In case more than one Bill Point record exists for the same BSID, we want to choose the one where BSID = Lookup Key
if (billPointMap.containsKey(bsid)) {
System.debug('CPA billPointMap already contains a record for BSID: ' + bsid);
System.debug( 'CPA existing Bill Point record has lookup key: ' + (billPointMap.get(bsid)).LLC_BI__lookup_Key__c );
if (bsid.equalsIgnoreCase(lookupKey)) {
System.debug('CPA replacing existing Bill Point record with the incoming one');
billPointMap.put(bsid, billPoint);
} else {
System.debug('CPA skipping this Bill Point with duplicate BSID');
}
} else {
System.debug('CPA adding Bill Point to billPointMap for BSID: ' + bsid + ' and Lookup Key: ' + lookupKey);
billPointMap.put(bsid, billPoint);
}
}
//Loop through the Bill Point records queried last
for (LLC_BI__Bill_Point__c billPoint : billPointMap.values()) {
//get the actual Volume record associated with that billpoint
TS_COA_Actual_Volumes__c actualVolume = actualVolumeMap.get(billPoint.LLC_BI__LookupKey__c);
if (actualVolume != null) {
//Create Scenario Item based on each billpoint record, including Actual volume information
scenarioItemList.add(
new LLC_BI__Scenario_Item__c(
LLC_BI__Bill_Point__c = billPoint.Id,
LLC_BI__Exception_Price__c = actualVolume.TS_COA_Net_Fee_Amount__c,
poc__c = actualVolume.TS_COA_S_C_Date__c,
LLC_BI__Volumes__c = Decimal.valueOf(actualVolume.TS_COA_Counter__c),
WMX_Proposed_Month__c = scenario.WMX_Proposed_Month__c,
LLC_BI__Scenario__c = scenario.Id,
LLC_BI__Product__c = billPoint.LLC_BI__Product__c,
Name = billPoint.Name,
TS_COA_Imported_Volume__c = True,
TS_COA_Imported__c = 'Yes',
LLC_BI__Standard_Price__c = billPoint.LLC_BI__Price__c,
LLC_BI__Product_Type_Name__c = billPoint.LLC_BI__Product__r.LLC_BI__Product_Type__r.Name,
LLC_BI__Is_Monthly__c = billPoint.LLC_BI__Is_Monthly__c
)
);
}
}
System.debug('CPA ScenarioItemList to create is: ' + scenarioItemList);
//Insert Scenario Item records
if (scenarioItemList.size() > 0) {
insert scenarioItemList;
}
else
{
return 'No volumes available to import for month of '+scenario.WMX_Proposed_Month__c+'. Please update the Proposed Month and try again.';
}
}
catch(Exception e){
return e.getMessage();
}
return 'Success';
} //getScenarioItems
}Editor is loading...
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