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PEJPEJ 

Trigger rollup opportunities value based on status to a custom object

Hi,

I have a custom object called "Project__c" with two fields called "Revenue__c" and "Pipeline__c".
I have a lookup reference/field to the standard Opportunity object.

I used an example code to roll up the amount value of all associated Opportunities, and that works fine. However I would like to split the roll up where all opportunities with status = "Closed Won" is summarized to "Revenue__c" and all opportunities with status = "Open" is summarized to "Pipeline__c". How do I modify the trigger to acheive this?

Trigger:
trigger PipelineRollUp on Opportunity (after delete, after insert, after update, after undelete) {
if(trigger.isInsert || trigger.isUpdate || trigger.isUnDelete){
list<RollUpSummaryUtility.fieldDefinition> fieldDefinitions =
 new list<RollUpSummaryUtility.fieldDefinition> {
 new RollUpSummaryUtility.fieldDefinition('SUM', 'Amount',
 'Pipeline__c')
 };
RollUpSummaryUtility.rollUpTrigger(fieldDefinitions, trigger.new,
 'Opportunity', 'ProjectLookup__c', 'Project__c', '');
}
if(trigger.isDelete){
list<RollUpSummaryUtility.fieldDefinition> fieldDefinitions =
 new list<RollUpSummaryUtility.fieldDefinition> {
 new RollUpSummaryUtility.fieldDefinition('SUM', 'Amount',
 'Pipeline__c')
 };
RollUpSummaryUtility.rollUpTrigger(fieldDefinitions, trigger.old,
 'Opportunity', 'ProjectLookup__c', 'Project__c', '');
}
}

Apex Class:
 
public class RollUpSummaryUtility {
//the following class will be used to house the field names
 //and desired operations
 public class fieldDefinition {
 public String operation {get;set;}
 public String childField {get;set;}
 public String parentField {get;set;}
public fieldDefinition (String o, String c, String p) {
 operation = o;
 childField = c;
 parentField = p;
 }
 }
public static void rollUpTrigger(list<fieldDefinition> fieldDefinitions,
 list<sObject> records, String childObject, String childParentLookupField,
 String parentObject, String queryFilter) {
//Limit the size of list by using Sets which do not contain duplicate
 //elements prevents hitting governor limits
 set<Id> parentIds = new set<Id>();
for(sObject s : records) {
 parentIds.add((Id)s.get(childParentLookupField));
 }
//populate query text strings to be used in child aggregrator and
 //parent value assignment
 String fieldsToAggregate = '';
 String parentFields = '';
for(fieldDefinition d : fieldDefinitions) {
 fieldsToAggregate += d.operation + '(' + d.childField + ') ' +
 ', ';
 parentFields += d.parentField + ', ';
 }
//Using dynamic SOQL with aggergate results to populate parentValueMap
 String aggregateQuery = 'Select ' + fieldsToAggregate +
 childParentLookupField + ' from ' + childObject + ' where ' +
 childParentLookupField + ' IN :parentIds ' + queryFilter + ' ' +
 ' group by ' + childParentLookupField;
//Map will contain one parent record Id per one aggregate object
 map<Id, AggregateResult> parentValueMap =
 new map <Id, AggregateResult>();
for(AggregateResult q : Database.query(aggregateQuery)){
 parentValueMap.put((Id)q.get(childParentLookupField), q);
 }
//list of parent object records to update
 list<sObject> parentsToUpdate = new list<sObject>();
String parentQuery = 'select ' + parentFields + ' Id ' +
 ' from ' + parentObject + ' where Id IN :parentIds';
//for each affected parent object, retrieve aggregate results and
 //for each field definition add aggregate value to parent field
 for(sObject s : Database.query(parentQuery)) {
Integer row = 0; //row counter reset for every parent record
 for(fieldDefinition d : fieldDefinitions) {
 String field = 'expr' + row.format();
 AggregateResult r = parentValueMap.get(s.Id);
 //r will be null if no records exist
 //(e.g. last record deleted)
 if(r != null) {
 Decimal value = ((Decimal)r.get(field) == null ) ? 0 :
 (Decimal)r.get(field);
 s.put(d.parentField, value);
 } else {
 s.put(d.parentField, 0);
 }
 row += 1; //plus 1 for every field definition after first
 }
 parentsToUpdate.add(s);
 }
//if parent records exist, perform update of all parent records
 //with a single DML statement
 if(parentsToUpdate.Size() > 0) {
 update parentsToUpdate;
 }
}
}


As you might have guessed allready, dev. is a new thing for me....
olegforceolegforce
Doesn't look like this would be a two line of code change. You might have to take a look at hiring a consultant to make sure this requirement is implemented correctly and doesn;t break other code since RollUpSummaryUtility class is most likely used for other rollup triggers in different objects.