Hi all:

   I have the following trigger and class...

Basically, this works real well when an user creates a quote.. it copies everything from product line to quoteline automatically once the quote is created...

Now the situation I have is if the Partner__c value changes then the sales_discount off the quoteline must change accordingly...

I am totally at a lost to do that...

Here is my trigger:

trigger quoteTrigger on SFDC_520_quote__c (after insert) { for (SFDC_520_Quote__c q : Trigger.new) { if (Trigger.isInsert) util.copyLineItemsFromOpp(Trigger.new); } }

 My class:

global class util { // Class variables can be used for communication between triggers public static Boolean inQuoteTrigger; public static Set<Id> opportunityIds = new Set<Id>(); public static SFDC_520_Quote__c[] getOtherPrimaryQuotes(list<SFDC_520_Quote__c > qs) { // Retrieve the list of all opportunities referenced by the given quotes List<Id> ops = new List<Id>(); for(SFDC_520_quote__c q : qs) ops.add(q.opportunity__c); // Now retrieve all quotes that reference the opportunities, // excluding the given quotes SFDC_520_Quote__c[] others = [select id from SFDC_520_quote__c where opportunity__c in :ops and id not in :qs and primary__c = true]; return others; } // This method moves opportunity line items to the given quote q. public static void copyLineItemsFromOpp(List<SFDC_520_Quote__c> qs) { // We will modify and update the quotes with totals at the end, so we clone it // first since Trigger.new records cannot be modified in after triggers. Notice that // we use the deepClone method on the list as clone for sobjects creates a shallow // copy which is still read-only. List<SFDC_520_quote__c> quoteList = qs.deepClone(true); try { // By setting the inQuoteTrigger class variable, this method tells // the quoteLine trigger that it should disable itself during this // operation (the quoteLine trigger is described in Example 3) inQuoteTrigger = true; //Now the method creates an empty array of quote line items List<SFDC_520_QuoteLine__c> quoteItemList = new List<SFDC_520_QuoteLine__c>(); // Next get the opportunity line items for the respective Opportunities. // This demonstrates the aggregate relationship query pattern for getting // children correlated back to their parent. You could also query // OpportunityLineItem directly but would then have to correlate the items // back to their respective parents (opportunity) inside the code manually. // We are constructing a map so the respective opportunity // (with its line items) can be easily correlated back to quote as we process // them below. Map<Id, Opportunity> opportunityMap = new Map<Id, Opportunity>( [select Id,Partner__c, (Select Id, OpportunityId, SortOrder, PricebookEntryId, Quantity, TotalPrice, UnitPrice, ListPrice, ServiceDate, Description, CreatedDate, CreatedById, LastModifiedDate, LastModifiedById, SystemModstamp, IsDeleted , PricebookEntry.Name, PricebookEntry.Product2id from opportunitylineitems order by createddate) from Opportunity where Id IN :getOpportunityIds(quoteList)]); // Iterate through the quotes in the bulk operation. for(SFDC_520_Quote__c quote:quoteList) { // Next, the method manually calculates the overall total for the quote // by iterating over an array of OpportunityLineItem records from the // preceeding SOQL query. The query selects the data from opportunity // line items that match the opportunity associated with the quote. Double tot = 0; // The running total Integer i = 0; // Number the line items // Get the respective opportunity and its line items from the map. Opportunity opp = opportunityMap.get(quote.opportunity__c); // If this quote is not associated to an opportunity then skip it. if(opp == null) continue; for (opportunitylineitem oppline : opp.OpportunityLineItems) { i++; // For each opportunity line item, the method // calculates the running total if (oppline.unitprice != null && oppline.quantity != null) tot += oppline.unitprice * oppline.quantity; // And then it adds a new quote line item to the quoteitems, // array, initializing it with values. Reseller__c[] r =[Select Name, License__c from Reseller__c where Name=:quote.Partner_Direct__c]; if(r.isEmpty()){ quoteItemList.add(new SFDC_520_quoteline__c( quote__c = quote.id, Sales_Discount__c = 0.0, Qty_Ordered__c = oppline.Quantity, Unit_Price__c = oppline.UnitPrice, Description__c = oppline.Description, ServiceDate__c = oppline.ServiceDate, Product2__c = oppline.PricebookEntry.Product2id));} if(!r.isEmpty()){ quoteItemList.add(new SFDC_520_quoteline__c( quote__c = quote.id, Sales_Discount__c = r[0].License__c, Qty_Ordered__c = oppline.Quantity, Unit_Price__c = oppline.UnitPrice, Description__c = oppline.Description, ServiceDate__c = oppline.ServiceDate, Product2__c = oppline.PricebookEntry.Product2id)); } } } //The method adds the whole array of quote line items //to the database with a single insert statement. insert quoteItemList; update quoteList; } finally { // To clean up the working variable, the method resets inQuoteTrigger to false; inQuoteTrigger = false; } } // Generate a unique set of opportunity IDs that represents all the // quotes in the argument list. private static Set<Id> getOpportunityIds(List<SFDC_520_Quote__c> quotes) { Set<Id> idSet = new Set<Id>(); for(SFDC_520_Quote__c quote:quotes) { if(quote.opportunity__c != null) idSet.add(quote.opportunity__c); } return idSet; } static testMethod void testQuoteApp() { // To begin, the sample application first creates the necessary records // to test OpportunityLineItems: Pricebook2, Product2, and PricebookEntry // First it creates a product with a standard price Product2 p = new product2(name='x'); insert p; Pricebook2 stdPb = [select Id from Pricebook2 where isStandard=true limit 1]; insert new PricebookEntry(pricebook2id = stdPb.id, product2id = p.id, unitprice=1.0, isActive=true); // Next, it creates a new pricebook with an entry for this product Pricebook2 pb = new pricebook2(name='test'); insert pb; PricebookEntry pbe = new PricebookEntry(pricebook2id=pb.id, product2id=p.id, unitprice=1.0, isActive=true); insert pbe; // To test the first example from the sample application, the test // method creates an opportunity line item using the pricebook entry, // and then asserts that the Color field was correctly copied from the // product after record insertion. Opportunity o = new Opportunity(name='test', pricebook2id=pb.id, stageName='Open', CloseDate=Date.newInstance(2006,10,10)); insert o; OpportunityLineItem oli = new OpportunityLineItem(opportunityid=o.id, pricebookentryid=pbe.id, unitprice=1.5, quantity=2); insert oli; /*System.assertEquals('c', [select color__c from opportunitylineitem where id = :oli.id].color__c);*/ // To test the fifth example from the sample application, the test method // creates a primary quote and then asserts that its Primary field cannot // be deselected. The code uses the try...catch testing idiom to assert // that the error message is correct. SFDC_520_Quote__c q = new SFDC_520_Quote__c(opportunity__c = o.id, primary__c = true); insert q; // Cannot mark it non-primary q.primary__c = false; try { update q; } catch (DmlException e) { System.assert(e.getMessage().contains('first error: FIELD_CUSTOM_VALIDATION_EXCEPTION,'+ ' Primary quote cannot be marked non-primary: [Primary__c]'), e.getMessage()); System.assertEquals('Primary quote cannot be marked non-primary', e.getDmlMessage(0)); System.assertEquals(SFDC_520_Quote__c.Primary__c, e.getDmlFields(0)[0]); } // To test the second and third examples from the sample application, the // test method asserts that the inserted quote has the proper quote line // data copied from the opportunity line item, and that the quote's total // value is properly calculated. System.assertEquals(1, [select count() from SFDC_520_quoteline__c where quote__c = :q.id]); //delete o; // delete q; // To test the fifth example from the sample application, the test method // creates a primary quote and then asserts that its Primary field cannot // be deselected. The code uses the try...catch testing idiom to assert // that the error message is correct. SFDC_520_Quote__c q2 = new SFDC_520_Quote__c(opportunity__c = o.id, primary__c = true); insert q2; // To test the fifth example from the sample application, the test method // creates a primary quote and then asserts that its Primary field cannot // be deselected. The code uses the try...catch testing idiom to assert // that the error message is correct. //System.assert(![select primary__c from SFDC_520_quote__c where id = :q.id].primary__c); // Can't have the same opportunity marked as primary for the same opportunity // in the same insert/update SFDC_520_Quote__c[] quotes = new SFDC_520_Quote__c[] { new SFDC_520_Quote__c(opportunity__c = o.id, primary__c = true), new SFDC_520_Quote__c(opportunity__c = o.id, primary__c = true)} ; insert quotes; // Finally, the test method performs DML operations on quote line // items to assert that the quote line item values are properly // recalculated when associated values change. SFDC_520_QuoteLine__c qLine = new SFDC_520_QuoteLine__c(quote__c = q.id, product2__c = p.id, unit_price__c = 2.0, Qty_Ordered__c = 2); SFDC_520_QuoteLine__c qLine1 = qLine.clone(); insert qLine; // qLine.unit_price__c = 3.0; // update qLine; delete qLine; // Bulk line item operation insert new SFDC_520_QuoteLine__C[]{qLine1, qLine1.clone()}; // Test that updating the product master color and then updating the quote colors works } }