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116 lines
4.5 KiB
Markdown
116 lines
4.5 KiB
Markdown
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# Reasoning Transcript: Industries Quote-by-Product Callable
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This document records the reasoning process and skills used to generate `Industries_QuoteByProductCallable.cls` and `Industries_QuoteByProductCallableTest.cls`.
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---
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## Task Summary
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Create a callable Apex class that finds all Quotes on an Account that have at least one QuoteLineItem with a specified Product2.ProductCode, plus a supporting test class.
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---
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## Skills Applied
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### 1. **omnistudio-callable-apex-generate** (Primary)
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**Path:** `~/.claude/skills/omnistudio-callable-apex-generate/SKILL.md`
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**Trigger:** Callable implementations, OmniStudio, Vlocity, Industries Apex extensions
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**Application:**
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- **Phase 1 – Requirements Gathering:**
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Entry point: Integration Procedure / OmniScript. Action: `findQuotesByProductCode`.
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Inputs: `accountId` (String), `productCode` (String).
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Data: Quote, QuoteLineItem, Product2. No side effects (read-only).
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- **Phase 2 – Contract Definition:**
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Response envelope: `{ success, data: { quotes }, errors }`.
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Action dispatch via `switch on action` with typed exception for unsupported actions.
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- **Phase 3 – Implementation Pattern:**
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- `call()` kept thin; logic delegated to `findQuotesByProductCode(args)`
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- Input validation for `accountId` and `productCode` (blank checks)
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- `with sharing` on the callable class
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- SOQL with `WITH USER_MODE` for CRUD/FLS
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- No SOQL/DML in loops
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- Consistent envelope shape
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- **Phase 4 – Testing:**
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Positive, negative, contract, and unsupported-action tests per skill requirements.
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- **Exception Class:**
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`IndustriesCallableException` used per skill pattern for unsupported actions.
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---
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### 2. **platform-apex-generate** (Reference)
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**Path:** `~/.claude/skills/platform-apex-generate/SKILL.md`
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**Trigger:** Apex classes, code quality
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**Application:**
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- ApexDoc on the class and action method
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- Naming: `Industries_QuoteByProductCallable` (callable pattern)
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- Null-safe input handling
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- Clear separation of concerns
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---
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### 3. **platform-apex-test-run** (Reference)
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**Path:** `~/.claude/skills/platform-apex-test-run/SKILL.md`
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**Trigger:** Apex tests
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**Application:**
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- `@TestSetup` for shared data (Account, Opportunity, Product2, PricebookEntry, Quote, QuoteLineItem)
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- Positive: success case and empty-result case
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- Contract: missing `accountId`, missing `productCode`, null args
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- Negative: unsupported action throws `IndustriesCallableException`
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- GIVEN/WHEN/THEN comments (adapted from basic-test template)
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---
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### 4. **platform-soql-query / platform-data-manage** (Reference)
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**Paths:** `skills/platform-data-manage/assets/soql/`, `skills/external-diagram-mermaid-generate/assets/datamodel/`
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**Trigger:** SOQL and data model
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**Application:**
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- Quote–Opportunity–Account: `Quote.Opportunity.AccountId`
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- QuoteLineItem–Product2: `QuoteLineItem.Product2.ProductCode`
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- Subquery: `Id IN (SELECT QuoteId FROM QuoteLineItem WHERE Product2.ProductCode = :productCode)`
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- Confirmation that Product2.ProductCode is queryable from QuoteLineItem
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---
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## Design Decisions
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| Decision | Rationale |
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|----------|-----------|
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| **Response envelope** | Aligns with Industries pattern: `success`, `data`, `errors` for consistent handling by Integration Procedures |
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| **Error envelope for validation** | Return structured errors instead of throwing; callers can handle without try/catch |
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| **Exception for unsupported action** | Follows skill pattern; `IndustriesCallableException` makes misuse explicit |
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| **`IndustriesCallableException` in separate class** | Reusable across callable classes, matches skill examples |
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| **`WITH USER_MODE` on SOQL** | Enforces CRUD/FLS; requires API 59+ |
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| **Quote ↔ Account path** | Standard model: `Quote.Opportunity.AccountId` (no direct Quote → Account) |
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| **Product code on Product2** | Standard `Product2.ProductCode` via `QuoteLineItem.Product2` relationship |
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---
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## Artifacts Produced
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1. **IndustriesCallableException.cls** – Custom exception for unsupported actions
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2. **Industries_QuoteByProductCallable.cls** – Callable implementation
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3. **Industries_QuoteByProductCallableTest.cls** – Test class (6 methods)
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4. **TRANSCRIPT.md** – This reasoning transcript
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---
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## Deployment Notes
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Copy the `.cls` files into your Salesforce project under `force-app/main/default/classes/` and add the corresponding `-meta.xml` files with `apiVersion` 59.0 or higher (for `WITH USER_MODE`). If your org uses an older API, remove `WITH USER_MODE` from the SOQL query.
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