Merge branch 'client-request/ticket_1633454444'

.forceignore

@@ -42,6 +42,9 @@ package.xml
 #Exclude Dashboards
 **/dashboards/**
 
+# EXclude Listviews
+**/listViews/**
+
 
 
 # Exclude Remote Site Settings

.sf/orgs/00DEi000009lLroMAE/localSourceTracking/objects/0f/25a9ac6b76d729c38ef8a884db6406c69319cb

@@ -0,0 +1,2 @@
+xœ•ÎM
+1@a×=E. $ý›	ˆwiÒTG:ðø‚k7îßO·u]xJ§ÑÍ@U'A�FVÓ,F)rõ­F­ÄRdÏRÝ«t{�PRN*…ªÏI*Kh„1ÔÙ7d6%öJ®ã¾uØ[}þ]␍F/úXž7¸\�¦˜|8g8cDtúöq¿J÷
ŽFDé

.sf/orgs/00DEi000009lLroMAE/localSourceTracking/objects/0f/fb1d14c19cb22558e1c8b6bf8613b708959a1f

@@ -0,0 +1,4 @@
+xœ•ÎÁ
+!€áÎ>ż@ ŽŽ
+Ñ»ŒãXKl®=~йK÷ÿƒ_¶u]&xOs¨btI3Jò•Äybn¡&ÌͲ”–Ù:6/úœÐ­Hë5”Ø]ÊDEmeÌèÑ1§–¼¯I«ácÞ·
{ooØ·cˆÂ,�åyƒË\
+ÑStálƒµF¾cSÿ æWi>¯ÑCÓ

.sf/orgs/00DEi000009lLroMAE/localSourceTracking/objects/3f/635a585a79811712905e7ed8bacd891fb2dbd1

@@ -0,0 +1,2 @@
+xœ•ÎA
+1@Q×=E. ¤m&mA¼Kš¦:È8R+x|Áµ÷ÿÁ×}ÛÖ	Á/‡9Ì ‹Ï‚¹ùŠÑ—ÆJ�¬´Ð‰c‰•b"²{È°û„Ê5ÕØXsW$žf.Ü’ZÓÜ¥5qòš×}À³·7<÷×Pƒ9Doëý§3øDKàÄK�#¢ÓïØ´?ˆûUº©ID

.sf/orgs/00DEi000009lLroMAE/localSourceTracking/objects/87/684c156f6448e4507e6c230d988544c53c78d8

@@ -0,0 +1,4 @@
+xś•ÎA
+Â0@Q×9Ĺ\@H2“¦
ń.“ÉŚ©•4Ź/¸văţ?ř˛­ë2 †t]Ě(Ô2U¬1Ńdł™I#VMy´2×,d-¸w}`m%cDÎč˝z±9N¨)zndą”ăľuŘ­˝aߎ.
+Łł<–ç␍.W™R$*>ĂŮ“÷NľcC˙ îWé>~
+DŰ

.sf/orgs/00DEi000009lLroMAE/localSourceTracking/objects/b3/a565cba1d265bd9b3f10a003d82f099ec192c1

@@ -0,0 +1,2 @@
+xœ•ÎA
+Â0@Q×9Å\@H&3ɤwI§S-ÒVÒ<¾àÚ�ûÿàë¾®K|éÍb¦¬X“Äb¹VC?&Ï%Î�¢”0fBq¯Úlë 9	ià4'"1bŸ-)F?&RŽšeWÏþØóô†c?›ôVõ¹lw¸␍21’`a¸zòÞéw¬ÛÄý*ÝlÜAÝ

.sf/orgs/00DEi000009lLroMAE/localSourceTracking/objects/f0/ccdfb495f178669e0ba383231aa7d722b236eb

@@ -0,0 +1,2 @@
+xœ•ÎM
+1@a×=E. ¤iâ]Ú4ÕAÆ‘N<¾àÚ�û÷Á“m]—	ÎÆÓªÀ=&ÌVPkL܈(‡Œ	wßšRwÜ,b2¯2ô9
»‹…‹PMÔ’cñY{.9‡V) 	±·,Õ”cÞ·
{ooØ·cˆÂEËó—+Ø¢£ˆäáŒ
ÑÈwlêÄü*ÍUCK

.sf/orgs/00DEi000009lLroMAE/localSourceTracking/objects/f4/4cbf72a6e2642cde2550448aba939801e9af0c

@@ -0,0 +1 @@
+x°+)JMU06d01000PхMллcх*][И╥╗Ё╜NИмcmУWsY
Уv/

.sf/orgs/00DEi000009lLroMAE/localSourceTracking/refs/heads/main

@@ -1 +1 @@
-16e7a98d17a40cc2d21421b23373f5f54a6d4214
+3f635a585a79811712905e7ed8bacd891fb2dbd1

.sf/orgs/00DEi000009lLroMAE/maxRevision.json

@@ -1,6 +1,6 @@
 {
     "fileVersion": 0,
-    "serverMaxRevisionCounter": 81,
+    "serverMaxRevisionCounter": 125,
     "sourceMembers": {
         "ReportFolder__prm_channel_reports_folder": {
             "memberType": "ReportFolder",
@@ -196,20 +196,20 @@
         },
         "Profile__Admin": {
             "memberType": "Profile",
-            "serverRevisionCounter": 44,
+            "serverRevisionCounter": 124,
             "lastRetrievedFromServer": null,
             "isNameObsolete": false
         },
         "ApexClass__OpportunityCloneService": {
             "memberType": "ApexClass",
-            "serverRevisionCounter": 45,
+            "serverRevisionCounter": 115,
-            "lastRetrievedFromServer": 45,
+            "lastRetrievedFromServer": 115,
             "isNameObsolete": false
         },
         "ApexClass__OpportunityCloneServiceTest": {
             "memberType": "ApexClass",
-            "serverRevisionCounter": 46,
+            "serverRevisionCounter": 125,
-            "lastRetrievedFromServer": 46,
+            "lastRetrievedFromServer": 125,
             "isNameObsolete": false
         },
         "ApexClass__TestCloneUtility": {
@@ -337,6 +337,72 @@
             "serverRevisionCounter": 81,
             "lastRetrievedFromServer": null,
             "isNameObsolete": false
+        },
+        "ListView__Opportunity.AllOpportunities": {
+            "memberType": "ListView",
+            "serverRevisionCounter": 88,
+            "lastRetrievedFromServer": null,
+            "isNameObsolete": false
+        },
+        "ListView__Product2.AllProducts": {
+            "memberType": "ListView",
+            "serverRevisionCounter": 90,
+            "lastRetrievedFromServer": null,
+            "isNameObsolete": false
+        },
+        "Layout__SmartCloneRecordExclusionRule__mdt-SmartClone Record Exclusion Rule Layout": {
+            "memberType": "Layout",
+            "serverRevisionCounter": 104,
+            "lastRetrievedFromServer": null,
+            "isNameObsolete": false
+        },
+        "Profile__B2B Reordering Portal Buyer Profile": {
+            "memberType": "Profile",
+            "serverRevisionCounter": 96,
+            "lastRetrievedFromServer": null,
+            "isNameObsolete": false
+        },
+        "CustomObject__SmartCloneRecordExclusionRule__mdt": {
+            "memberType": "CustomObject",
+            "serverRevisionCounter": 98,
+            "lastRetrievedFromServer": 98,
+            "isNameObsolete": false
+        },
+        "CustomField__SmartCloneRecordExclusionRule__mdt.RelatedObject__c": {
+            "memberType": "CustomField",
+            "serverRevisionCounter": 99,
+            "lastRetrievedFromServer": 99,
+            "isNameObsolete": false
+        },
+        "CustomField__SmartCloneRecordExclusionRule__mdt.ExclusionFormula__c": {
+            "memberType": "CustomField",
+            "serverRevisionCounter": 101,
+            "lastRetrievedFromServer": 101,
+            "isNameObsolete": false
+        },
+        "CustomField__SmartCloneRecordExclusionRule__mdt.IsActive__c": {
+            "memberType": "CustomField",
+            "serverRevisionCounter": 103,
+            "lastRetrievedFromServer": 103,
+            "isNameObsolete": false
+        },
+        "CustomMetadata__SmartCloneRecordExclusionRule.LineItemPriceBelowFiftyDollars": {
+            "memberType": "CustomMetadata",
+            "serverRevisionCounter": 112,
+            "lastRetrievedFromServer": null,
+            "isNameObsolete": true
+        },
+        "CustomMetadata__SmartCloneRecordExclusionRule.QuantityLessThanTwo": {
+            "memberType": "CustomMetadata",
+            "serverRevisionCounter": 116,
+            "lastRetrievedFromServer": 116,
+            "isNameObsolete": false
+        },
+        "StaticResource__SmartClone_TestData": {
+            "memberType": "StaticResource",
+            "serverRevisionCounter": 117,
+            "lastRetrievedFromServer": 117,
+            "isNameObsolete": false
         }
     }
 }

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

@@ -8,6 +8,7 @@
  *                                  2021-04-12 - CJG - Added setting to restrict child records shown to a particular List
  *                                  2021-07-08 - CJG - removed functionality to clear out OpportunityLineItem.UnitPrice in
  *                                                     order to insert OpportunityLineItems.
+ *                                  2024-04-12 - CJG - Added functionality to evaluate the record against a formula to determine if it should be excluded from the clone. 
  */
 public with sharing class OpportunityCloneService {
     /**
@@ -19,6 +20,8 @@ public with sharing class OpportunityCloneService {
      * @description                 Map of Child relationship objects to the opportunity.
      */
     public static Map<String,Schema.DescribeSObjectResult> opportunityChildrenMap;
+    public static Map<String,SmartCloneRecordExclusionRule__mdt> exclusionRuleMap;
+    public static Map<String,List<FormulaEval.FormulaInstance>> formulaInstanceBySObjectMap;
     /**
      * @description                 static constructor that will populate the opportunityChildrenMap
      */
@@ -43,6 +46,24 @@ public with sharing class OpportunityCloneService {
                 }
             }
         }
+        exclusionRuleMap = new Map<String,SmartCloneRecordExclusionRule__mdt>();
+        formulaInstanceBySObjectMap = new Map<String,List<FormulaEval.FormulaInstance>>();
+        Map<String,Schema.SObjectType> sObjectTypeMap = Schema.getGlobalDescribe();
+        for(SmartCloneRecordExclusionRule__mdt rule:SmartCloneRecordExclusionRule__mdt.getAll().values()){
+            if(rule.IsActive__c && String.isNotBlank(rule.ExclusionFormula__c)){
+                exclusionRuleMap.put(rule.DeveloperName,rule);
+                String sObjectName = rule.RelatedObject__c;
+                FormulaEval.FormulaInstance fInstance = Formula.builder().withType(sObjectTypeMap.get(sObjectName.toLowerCase()))
+                    .withReturnType(FormulaEval.FormulaReturnType.Boolean)
+                    .withFormula(rule.ExclusionFormula__c).build();
+                List<FormulaEval.FormulaInstance> fInstanceList = formulaInstanceBySObjectMap.get(sObjectName);
+                if(fInstanceList == null){
+                    fInstanceList = new List<FormulaEval.FormulaInstance>();
+                }
+                fInstanceList.add(fInstance);
+                formulaInstanceBySObjectMap.put(sObjectName,fInstanceList);
+            }
+        }
     }
     /**
      * @description                 Lightning Exposed method that will provide a map of Child relationships
@@ -185,17 +206,31 @@ public with sharing class OpportunityCloneService {
     }
 
     private static List<SObject> CloneAndReassociateRecords(List<SObject> recList, String parentFieldName, Id newParentId) {
+        System.debug(LoggingLevel.INFO,'\n\nOpportunityCloneService.CloneAndReassociateRecords Executing.\n\n ');
         List<SObject> newList = new List<sObject>();
         for(SObject rec:recList){
             SObject newRec = rec.clone(false,true,false,false);
             newRec.put(parentFieldName, newParentId);
-            /**
+            String sObjectName = newRec.getSObjectType().getDescribe().getName();
-            if(newRec.getSObjectType().getDescribe().getName().toUpperCase() == 'OPPORTUNITYLINEITEM') {
+            if(sObjectName.toUpperCase() == 'OPPORTUNITYLINEITEM') {
                 newRec.put('UnitPrice',null);
             }
-             */
+            //TODO: This is where we can evaluate the record to determine if it meets the formula criteria being included
+            //      as a child record.
+            Boolean fResult = false;
+            if(formulaInstanceBySObjectMap.containsKey(sObjectName)){
+                List<FormulaEval.FormulaInstance> fInstanceList = formulaInstanceBySObjectMap.get(sObjectName);
+                for(FormulaEval.FormulaInstance fInstance:fInstanceList){
+                    fResult = (Boolean)fInstance.evaluate(newRec);
+                    if(fResult) {
+                        break;
+                    }
+                }
+            }
+            if(!fResult) {
                 newList.add(newRec);
             }
+        }
         return newList;
     }
 

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

@@ -70,6 +70,7 @@ private class OpportunityCloneServiceTest {
             }
         }
         insert oliTestLines;
+        testFutureMethod();
     }
 
     @isTest
@@ -106,10 +107,11 @@ private class OpportunityCloneServiceTest {
     }
     @isTest
     static void CloneOpportunityWithChildren(){
+        Test.startTest();
         Opportunity testOpp = [SELECT Id, Name FROM Opportunity LIMIT 1];
         Map<String,String> testReplacements = new Map<String,String>();
         testReplacements.put('Name',TestCloneUtility.GenerateRandomString(10));
-        Test.startTest();
+        
 
         Id testResult = OpportunityCloneService.CloneOpportunityWithChildren(testOpp.Id, testReplacements, 
             new List<String>{'OpportunityLineItems'});
@@ -117,4 +119,9 @@ private class OpportunityCloneServiceTest {
 
         Test.stopTest();
     }
+    @future
+    public static void testFutureMethod(){
+        //insert some Exlusion rules
+        Test.loadData(SmartCloneRecordExclusionRule__mdt.SObjectType, 'SmartClone_TestData');
+    }
 }

force-app/main/default/customMetadata/SmartCloneRecordExclusionRule.QuantityLessThanTwo.md-meta.xml

@@ -0,0 +1,17 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomMetadata xmlns="http://soap.sforce.com/2006/04/metadata" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
+    <label>QuantityLessThanTwo</label>
+    <protected>false</protected>
+    <values>
+        <field>ExclusionFormula__c</field>
+        <value xsi:type="xsd:string">Quantity &lt; 2</value>
+    </values>
+    <values>
+        <field>IsActive__c</field>
+        <value xsi:type="xsd:boolean">false</value>
+    </values>
+    <values>
+        <field>RelatedObject__c</field>
+        <value xsi:type="xsd:string">OpportunityLineItem</value>
+    </values>
+</CustomMetadata>

force-app/main/default/objects/SmartCloneRecordExclusionRule__mdt/SmartCloneRecordExclusionRule__mdt.object-meta.xml

@@ -0,0 +1,7 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
+    <description>Exclusion rules that the SmartClone component will use to evaluate each record and determine if it can be cloned.</description>
+    <label>SmartClone Record Exclusion Rule</label>
+    <pluralLabel>SmartClone Record Exclusion Rules</pluralLabel>
+    <visibility>Public</visibility>
+</CustomObject>

force-app/main/default/objects/SmartCloneRecordExclusionRule__mdt/fields/ExclusionFormula__c.field-meta.xml

@@ -0,0 +1,11 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>ExclusionFormula__c</fullName>
+    <description>The formula to apply to the record that determines if it is excluded from the Clone process. If the formula is true, the record is excluded.</description>
+    <fieldManageability>SubscriberControlled</fieldManageability>
+    <inlineHelpText>The formula to apply to the record that determines if it is excluded from the Clone process. If the formula is true, the record is excluded.</inlineHelpText>
+    <label>Exclusion Formula</label>
+    <length>3900</length>
+    <type>LongTextArea</type>
+    <visibleLines>3</visibleLines>
+</CustomField>

force-app/main/default/objects/SmartCloneRecordExclusionRule__mdt/fields/IsActive__c.field-meta.xml

@@ -0,0 +1,10 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>IsActive__c</fullName>
+    <defaultValue>true</defaultValue>
+    <description>Use the rule to evaluate exclusions</description>
+    <fieldManageability>SubscriberControlled</fieldManageability>
+    <inlineHelpText>Determine whether to actively use the rule in excluding records.</inlineHelpText>
+    <label>Active</label>
+    <type>Checkbox</type>
+</CustomField>

force-app/main/default/objects/SmartCloneRecordExclusionRule__mdt/fields/RelatedObject__c.field-meta.xml

@@ -0,0 +1,14 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>RelatedObject__c</fullName>
+    <description>The Object that ruleset should apply to.  It must be a child of the Opportunity Record.</description>
+    <fieldManageability>SubscriberControlled</fieldManageability>
+    <inlineHelpText>The Object that ruleset should apply to.  It must be a child of the Opportunity Record.</inlineHelpText>
+    <label>Related Object</label>
+    <referenceTo>EntityDefinition</referenceTo>
+    <relationshipLabel>SmartCloneRecordExclusionRules</relationshipLabel>
+    <relationshipName>SmartCloneRecordExclusionRules</relationshipName>
+    <required>true</required>
+    <type>MetadataRelationship</type>
+    <unique>false</unique>
+</CustomField>

force-app/main/default/staticresources/SmartClone_TestData.csv

@@ -0,0 +1,2 @@
+DeveloperName,MasterLabel,IsActive__c,RelatedObject__c,ExclusionFormula__c
+QuantityLessThanThree,QuantityLessThanThree,TRUE,OpportunityLineItem,Quantity < 3

force-app/main/default/staticresources/SmartClone_TestData.resource-meta.xml

@@ -0,0 +1,6 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<StaticResource xmlns="http://soap.sforce.com/2006/04/metadata">
+    <cacheControl>Public</cacheControl>
+    <contentType>text/csv</contentType>
+    <description>Test Data for SmartClone Code Coverage.</description>
+</StaticResource>