Modifications to lightning component

.forceignore

@@ -14,5 +14,11 @@ package.xml
 # Exclude applications
 *.appMenu
 
+# Exclude Layouts
+*.layout
+
 # Exclude FlexiPage
-*.flexipage 
+*.flexipage 
+
+# Exclude FieldSets
+*.fieldSet

force-app/main/default/aura/OppCustomCloneAura/OppCustomCloneAura.auradoc

@@ -0,0 +1,6 @@
+<aura:documentation>
+	<aura:description>Documentation</aura:description>
+	<aura:example name="ExampleName" ref="exampleComponentName" label="Label">
+		Example Description
+	</aura:example>
+</aura:documentation>

force-app/main/default/aura/OppCustomCloneAura/OppCustomCloneAura.cmp

@@ -0,0 +1,3 @@
+<aura:component implements="force:hasRecordId,force:lightningQuickActionWithoutHeader">
+    <c:opportunityCustomClone recordId="{!v.recordId}"></c:opportunityCustomClone>
+</aura:component>	

force-app/main/default/aura/OppCustomCloneAura/OppCustomCloneAura.cmp-meta.xml

@@ -0,0 +1,5 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<AuraDefinitionBundle xmlns="http://soap.sforce.com/2006/04/metadata">
+    <apiVersion>51.0</apiVersion>
+    <description>A Lightning Component Bundle</description>
+</AuraDefinitionBundle>

force-app/main/default/aura/OppCustomCloneAura/OppCustomCloneAura.css

@@ -0,0 +1,2 @@
+.THIS {
+}

force-app/main/default/aura/OppCustomCloneAura/OppCustomCloneAura.design

@@ -0,0 +1,3 @@
+<design:component >
+
+</design:component>

force-app/main/default/aura/OppCustomCloneAura/OppCustomCloneAura.svg

@@ -0,0 +1,10 @@
+<?xml version="1.0" encoding="UTF-8" standalone="no"?>
+<svg id="Layer_1" data-name="Layer 1" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 54.58 38.09">
+    <defs>
+        <style>.cls-1{fill:#616669;}.cls-2{fill:#6a8aa4;}</style>
+    </defs>
+    <title>CP-Social-Logo</title>
+    <path class="cls-1" d="M38.24,48.55v-17h10c2.64,0,4.23.12,4.77.2a3,3,0,0,1,1.39.57,2.87,2.87,0,0,1,1,1.18,8.31,8.31,0,0,1,.51,3.32,10.83,10.83,0,0,1-.27,2.71,3.21,3.21,0,0,1-.9,1.56,3.26,3.26,0,0,1-1.33.79,8.94,8.94,0,0,1-2.15.26c-.35,0-1.34,0-3,0H40.36v6.41Zm2.12-8.4h7.92c1.94,0,3.15,0,3.62-.09a2.19,2.19,0,0,0,1.2-.52,1.71,1.71,0,0,0,.49-.91,7.64,7.64,0,0,0,.15-1.77A9,9,0,0,0,53.61,35a1.44,1.44,0,0,0-.48-.86A2.34,2.34,0,0,0,52,33.67c-.46-.06-1.69-.11-3.68-.16H40.36v6.64Z" transform="translate(-2.54 -10.95)"/>
+    <path class="cls-2" d="M31,49.05a9,9,0,0,1-6.46-2.38A8.33,8.33,0,0,1,22,40.44a8.69,8.69,0,0,1,2.76-6.65,9.7,9.7,0,0,1,6.85-2.53A12,12,0,0,1,36,32l.64.26v4.25l-1.48-.75a7.76,7.76,0,0,0-3.53-.8,5.42,5.42,0,0,0-4,1.46,5.2,5.2,0,0,0-1.49,4A4.93,4.93,0,0,0,27.51,44a5,5,0,0,0,3.71,1.36,8,8,0,0,0,3.89-.89l1.51-.83v4.1l-.58.27A11.7,11.7,0,0,1,31,49.05Z" transform="translate(-2.54 -10.95)"/>
+    <path class="cls-2" d="M41,13.51a16.93,16.93,0,0,0-9.43,2.82,9.65,9.65,0,0,0-18.31,4.28,10.16,10.16,0,0,0,.18,1.84h-.12A10.62,10.62,0,0,0,2.54,32.86a10.59,10.59,0,0,0,10.14,10.4v0h.8l7.44,0a8.1,8.1,0,0,1-.36-1.75l-7.1,0h-.38l-.29,0a8.85,8.85,0,0,1-8.5-8.65,8.87,8.87,0,0,1,9.07-8.66h.09l2.15,0-.41-2.1A7.73,7.73,0,0,1,15,20.61,7.9,7.9,0,0,1,30,17.1l.88,1.79,1.66-1.11A15.15,15.15,0,0,1,41,15.26c7.9,0,14.33,5.87,14.33,13.08a11.78,11.78,0,0,1-.3,2.6c.16.09.33.17.49.28a3,3,0,0,1,.94,1.16,13.59,13.59,0,0,0,.62-4C57.11,20.15,49.91,13.51,41,13.51Z" transform="translate(-2.54 -10.95)"/>
+</svg>

force-app/main/default/aura/OppCustomCloneAura/OppCustomCloneAuraController.js

@@ -0,0 +1,5 @@
+({
+    myAction : function(component, event, helper) {
+
+    }
+})

force-app/main/default/aura/OppCustomCloneAura/OppCustomCloneAuraHelper.js

@@ -0,0 +1,5 @@
+({
+    helperMethod : function() {
+
+    }
+})

force-app/main/default/aura/OppCustomCloneAura/OppCustomCloneAuraRenderer.js

@@ -0,0 +1,5 @@
+({
+
+// Your renderer method overrides go here
+
+})

force-app/main/default/classes/OpportunityCloneService.cls

@@ -12,7 +12,13 @@ public with sharing class OpportunityCloneService {
      *                              clonde process.
      */
     public class CloneException extends System.Exception {}
+    /**
+     * @description                 Map of Child relationship objects to the opportunity.
+     */
     public static Map<String,Schema.DescribeSObjectResult> opportunityChildrenMap;
+    /**
+     * @description                 static constructor that will populate the opportunityChildrenMap
+     */
     static {
         List<Schema.ChildRelationship> childRelationshipList = 
             Schema.Opportunity.getSObjectType().getDescribe().getChildRelationships();
@@ -22,12 +28,93 @@ public with sharing class OpportunityCloneService {
                 opportunityChildrenMap.put(childObjRes.getName(),childObjRes);
             }
     }
-
+    /**
+     * @description                 Lightning Exposed method that will provide a map of Child relationships
+     *                              to an Opportunity that can be cloned.
+     * @return  Map<String,String>  Map where the key represents the relationship name and the value is the plural label
+     *                              of the child object.
+     */
     @AuraEnabled(cacheable=true)
-    public static List<String> ObtainOpporunityChildRelationships(){
+    public static Map<String,String> ObtainOpporunityChildRelationships(){
-        return new List<String>(opportunityChildrenMap.keySet());
+        //return new List<String>(opportunityChildrenMap.keySet());
+        Map<String,String> relationshipMap = new Map<String,String>();
+        for(String key:opportunityChildrenMap.keySet()){
+            Schema.DescribeSObjectResult res = opportunityChildrenMap.get(key);
+            if(res.isAccessible() && res.isCreateable()){
+                String pluralLabel = res.getLabelPlural();
+                relationshipMap.put(key,pluralLabel);
+            }
+        }
+        return relationshipMap;
+    }
+    /**
+     * @description                 Lightning Exposed method that will provide a Map of fields in a fieldset on the
+     *                              opportunity.
+     * @param   fieldsetName        The name of the fieldset to use
+     * @return Map<String,Boolean>  Map where the key is the apiFieldName and the value is whether the field is marked as
+     *                              'required' in the fieldset.
+     */
+    @AuraEnabled(cacheable=true)
+    public static Map<String, Boolean> ObtainCloneOpportunityFields(String fieldsetName){
+        Map<String,Boolean> fieldsToReturn = new Map<String, Boolean>();
+        Map<String,Schema.FieldSet> fieldSetMap = Schema.Opportunity.getSObjectType().getDescribe().fieldsets.getMap();
+        Schema.FieldSet fieldSetItem = fieldSetMap.get(fieldsetName);
+        if(fieldSetItem == null){
+            throw new OpportunityCloneService.CloneException('No field set named ' + fieldsetName + 'found on the Opportunity.');
+        }
+        for(Schema.FieldSetMember fieldMember:fieldSetMap.get(fieldsetName).getFields()) {
+            fieldsToReturn.put(fieldMember.getFieldPath(),fieldMember.getRequired());
+        }
+        return fieldsToReturn;
     }
 
+    @AuraEnabled
+    public static Id CloneOpportunityWithChildren(Id oppId, Map<String,String> newValues, 
+            List<String> childRelationshipsToClone) {
+        //dynamic query in order to find the original opportunity.
+        String originalOppQueryString = ObtainQueryStringForOppAndChildren(oppId, childRelationshipsToClone);
+        List<Opportunity> oppList = Database.query(originalOppQueryString);
+        //if the original opp cannot be found, throw and exception
+        if(oppList.isEmpty()){
+            throw new AuraHandledException('There was a problem obtaining original opportunity.');
+        }
+        Opportunity originalOpp = oppList[0];
+        //clone the original opportunity
+        Opportunity clonedOpp = originalOpp.clone(false,true,false,false);
+        //replace the values on the Opportunity with the new ones
+        for(String fieldName:newValues.keySet()){
+            clonedOpp.put(fieldName, CreateObjectValueFromString(fieldName,newValues.get(fieldName)));
+        }
+        //insert the new Opportunity
+        try{
+            insert clonedOpp;
+        } catch(System.Exception ex){
+            System.debug(LoggingLevel.INFO,'\n\n*****\nProblem creating new Opportunity: ' + ex.getMessage() + '\n*****\n\n');
+            throw new AuraHandledException('Unable to create new opportunity.');
+        }
+        //now we try to loop through the children and clone the records
+        List<Schema.ChildRelationship> childRelationships = 
+            Schema.Opportunity.getSObjectType().getDescribe().getChildRelationships();
+        List<SObject> childRecsToInsert = new List<SObject>();
+        for(Schema.ChildRelationship childRel:childRelationships){
+            //if the child relationship name was passed in, get the records 
+            if(childRelationshipsToClone.contains(childRel.getRelationshipName())){
+                List<SObject> childRecs = originalOpp.getSObjects(childRel.getRelationshipName());
+                childRecsToInsert.addAll(CloneAndReassociateRecords(childRecs,
+                    childRel.getField().getDescribe().getName(),clonedOpp.Id));
+            }
+        }
+        if(!childRecsToInsert.isEmpty()){
+            try{
+                insert childRecsToInsert;
+            } catch(System.Exception ex) {
+                System.debug(LoggingLevel.INFO,'\n\n*****\nError cloning children: ' + ex.getMessage() + '\n*****\n\n');
+                throw new AuraHandledException('Unable to clone children.');
+            }
+        }
+        return clonedOpp.Id;
+    }
+    
     public static String ObtainQueryStringForOppAndChildren(Id oppRecordId, List<String> relationships) {
         String queryString = 'SELECT ';
         queryString += String.join(ObtainFieldsForObject('Opportunity'),',');
@@ -62,4 +149,53 @@ public with sharing class OpportunityCloneService {
         }
         return fieldNameList;
     }
+
+    private static List<SObject> CloneAndReassociateRecords(List<SObject> recList, String parentFieldName, Id newParentId) {
+        List<SObject> newList = new List<sObject>();
+        for(SObject rec:recList){
+            SObject newRec = rec.clone(false,true,false,false);
+            newRec.put(parentFieldName, newParentId);
+            newList.add(newRec);
+        }
+        return newList;
+    }
+
+    private static Object CreateObjectValueFromString(String fieldName, String fieldValue) {
+        Map<String,Schema.SObjectField> fieldSObjectMapping = Schema.Opportunity.getSObjectType().getDescribe().fields.getMap();
+        Schema.DisplayType fieldType = fieldSObjectMapping.get(fieldName).getDescribe().getType();
+        Object returnObj;
+        switch on fieldType {
+            when ADDRESS, COMBOBOX, EMAIL, ENCRYPTEDSTRING, MULTIPICKLIST, PHONE, PICKLIST, STRING, TEXTAREA,URL {
+                returnObj = fieldValue;
+            }
+            when BOOLEAN {
+                returnObj = Boolean.valueOf(fieldValue);
+            }
+            when CURRENCY, DOUBLE, PERCENT {
+                returnObj = Double.valueOf(fieldValue);
+            }
+            when DATE {
+                returnObj = Date.parse(fieldValue);
+            }
+            when DATETIME {
+                returnObj = Datetime.parse(fieldValue);
+            }
+            when ID {
+                returnObj = Id.valueOf(fieldValue);
+            }
+            when INTEGER {
+                returnObj = Integer.valueOf(fieldValue);
+            }
+            when LONG {
+                returnObj = Long.valueOf(fieldValue);
+            }
+            when TIME {
+                returnObj = fieldValue;
+            }
+            when else {
+                returnObj = fieldValue;
+            }
+        }
+        return returnObj;
+    }
 }

force-app/main/default/lwc/opportunityCustomClone/opportunityCustomClone.html

@@ -1,3 +1,24 @@
 <template>
-    
+    <lightning-card title="Clone Opportunity">
+        <div class="slds-m-horizontal_small slds-grid slds-wrap slds-gutters">
+            <div class="slds-col slds-size_1-of-1">
+                <lightning-record-edit-form object-api-name={formObjectApiName} onsubmit={handleSubmit}>
+                    <template for:each={formFields} for:item="formField">
+                        <lightning-input-field key={formField.apiName} field-name={formField.apiName} value={formField.value}></lightning-input-field>
+                    </template>
+                    <lightning-button type="submit" label="Submit"></lightning-button>
+                </lightning-record-edit-form>
+            </div>
+            <div class="slds-col slds-size_1-of-1">
+                <h2 class="slds-text-heading_medium">Child Records to Clone</h2>
+            </div>
+            <div class="slds-col slds-size_1-of-1">
+                <lightning-combobox name="childRelationships" label="Child Relationships" placeholder="Select To Clone"
+                    options={childRelationshipDisplayList} onchange={handleChildRelationshipSelection}></lightning-combobox>
+            </div>
+            <div class="slds-col slds-size_1-of-1">
+                <lightning-pill-container items={childRelationshipSelectionList} onitemremove={handleChildSelectionRemoval}></lightning-pill-container>
+            </div>
+        </div>
+    </lightning-card>
 </template>

force-app/main/default/lwc/opportunityCustomClone/opportunityCustomClone.js

@@ -1,3 +1,122 @@
-import { LightningElement } from 'lwc';
+import { LightningElement, api, wire, track } from 'lwc';
+import { getObjectInfo } from 'lightning/uiObjectInfoApi';
+import { getRecord } from 'lightning/uiRecordApi';
+import OPPORTUNITY_OBJECT from '@salesforce/schema/Opportunity';
+import ObtainCloneOpportunityFields from '@salesforce/apex/OpportunityCloneService.ObtainCloneOpportunityFields';
+import ObtainChildRelationships from '@salesforce/apex/OpportunityCloneService.ObtainOpporunityChildRelationships';
+import CloneOpportunityWithChildren from '@salesforce/apex/OpportunityCloneService.CloneOpportunityWithChildren';
 
-export default class OpportunityCustomClone extends LightningElement {}
+export default class OpportunityCustomClone extends LightningElement {
+    @api recordId;
+
+    formObjectApiName;
+    displayedFields;
+    requiredFieldMap;
+    opportunityFields;
+    childRelationshipList;
+    recordInfo;
+    childRelationshipDisplayList = [];
+    @track childRelationshipSelectionList = [];
+
+    @wire(getRecord,{recordId:'$recordId',layoutTypes:['Full'],modes:['Edit']})
+    processRecordInfo({err, data}) {
+        if(err) {
+            window.console.error('There was a problem obtaining Opportunity Record Data');
+            window.console.error(err);
+        }
+
+        if(data) {
+            //window.console.log('Original Data: %s',JSON.stringify(data,null,"\t"));
+            this.recordInfo = data.fields;
+        }
+    }
+
+    @wire(ObtainChildRelationships)
+    processChildRelationships({error, data}) {
+        if(error) {
+            window.console.log('There is an error obtaining Cild Relationships');
+            window.console.error(error);
+        }
+
+        if(data) {
+            var childRelationshipPicklistArray = [];
+            Object.keys(data).forEach(childItem => {
+                childRelationshipPicklistArray.push({'label':data[childItem],'value':childItem});
+            })
+            this.childRelationshipDisplayList = childRelationshipPicklistArray;
+        }
+    }
+
+    @wire(ObtainCloneOpportunityFields,{fieldsetName:'ClonedFields'})
+    processFieldsetInfo({error, data}) {
+        if(error){
+            window.console.error('There is an error obtaining ClonedFields fieldset');
+            window.console.error(error);
+        }
+        if(data){
+            this.displayedFields = Object.keys(data);
+            this.requiredFieldMap = data;
+        }
+    }
+    
+    @wire(getObjectInfo,{ objectApiName: OPPORTUNITY_OBJECT })
+    processOpportunityObjectInfo({error, data}) {
+        if(error){
+            window.console.error('There is an error obtaining fields');
+        }
+        if(data){
+            this.formObjectApiName = OPPORTUNITY_OBJECT.objectApiName;
+            this.opportunityFields = data.fields;
+        }
+    }
+    /**
+     * @description                 Handler that executes on selection of child Relationship
+     */
+    handleChildRelationshipSelection(evt){
+        //find the item that was selected from the distplay list
+        var selectedItem = evt.target.value;
+        let fullSelectedList = this.childRelationshipSelectionList;
+        let displayList = this.childRelationshipDisplayList;
+        let chosenObj = displayList.find( element => element.value === selectedItem);
+        let alreadySelected = fullSelectedList.findIndex(element => element.value === selectedItem);
+        window.console.log('Already Selected Value: %s',alreadySelected);
+        if(chosenObj && alreadySelected < 0){
+            fullSelectedList.push(chosenObj);
+        }
+        this.childRelationshipSelectionList = fullSelectedList;
+        window.console.log('Full Selected List: %s',JSON.stringify(this.childRelationshipSelectionList,null,"\t"));
+    }
+
+    handleChildSelectionRemoval(evt){
+        window.console.log('Item Clicked: %s',evt.detail.index);
+        let fullSelectedList = this.childRelationshipSelectionList;
+        let removedItem = fullSelectedList.splice(evt.detail.index,1);
+        this.childRelationshipSelectionList = fullSelectedList;
+    }
+    /**
+     * @description                 This will override the submission
+     * @param {*} evt 
+     */
+    handleSubmit(evt){
+        evt.preventDefault();
+        var fields = evt.detail.fields;
+        window.console.log('Fields Submitted: %s',JSON.stringify(fields,null,"\t"));
+    }
+
+    get formFields(){
+        var formFieldsToReturn = [];
+        var fieldRequirementMap = this.requiredFieldMap;
+        if(this.opportunityFields && this.displayedFields && this.recordInfo) {
+            window.console.log('fieldInfo %s: ', JSON.stringify(this.recordInfo,null,"\t"));
+            this.displayedFields.forEach(fieldName => { 
+                let fieldItem = fieldRequirementMap[fieldName];
+                let fieldDisplay = JSON.parse(JSON.stringify(this.opportunityFields[fieldName]));
+                if(!fieldItem){
+                    fieldDisplay.value = this.recordInfo[fieldName].value;
+                }
+                formFieldsToReturn.push(fieldDisplay);
+            });
+        }
+        return formFieldsToReturn;
+    }
+}

force-app/main/default/lwc/opportunityCustomClone/opportunityCustomClone.js-meta.xml

@@ -2,4 +2,12 @@
 <LightningComponentBundle xmlns="http://soap.sforce.com/2006/04/metadata">
     <apiVersion>51.0</apiVersion>
     <isExposed>false</isExposed>
+    <targets>
+        <target>lightning__RecordPage</target>
+    </targets>
+    <targetConfigs>
+        <targetConfig targets="lightning__RecordPage">
+            <property name="recordId" type="String" default="{!recordId]"></property>
+        </targetConfig>
+    </targetConfigs>
 </LightningComponentBundle>

force-app/main/default/objects/Account/listViews/All.listView-meta.xml

@@ -0,0 +1,12 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<ListView xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>All</fullName>
+    <columns>ACCOUNT.NAME</columns>
+    <columns>ACCOUNT.SITE</columns>
+    <columns>ACCOUNT.ADDRESS1_STATE</columns>
+    <columns>ACCOUNT.PHONE1</columns>
+    <columns>ACCOUNT.TYPE</columns>
+    <columns>CORE.USERS.ALIAS</columns>
+    <filterScope>Everything</filterScope>
+    <label>All</label>
+</ListView>

force-app/main/default/quickActions/Opportunity.SmartClone.quickAction-meta.xml

@@ -0,0 +1,10 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<QuickAction xmlns="http://soap.sforce.com/2006/04/metadata">
+    <description>Customized Cloning of Opportunity Record</description>
+    <height>400</height>
+    <label>SmartClone</label>
+    <lightningComponent>OppCustomCloneAura</lightningComponent>
+    <optionsCreateFeedItem>false</optionsCreateFeedItem>
+    <type>LightningComponent</type>
+    <width>-100</width>
+</QuickAction>