afv-library/skills/building-omnistudio-callable-apex/examples/Test_QuoteByProductCallable/TRANSCRIPT.md

Reasoning Transcript: Industries Quote-by-Product Callable

This document records the reasoning process and skills used to generate Industries_QuoteByProductCallable.cls and Industries_QuoteByProductCallableTest.cls.

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Task Summary

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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Skills Applied

1. building-omnistudio-callable-apex (Primary)

Path: ~/.claude/skills/building-omnistudio-callable-apex/SKILL.md
Trigger: Callable implementations, OmniStudio, Vlocity, Industries Apex extensions

Application:

• Phase 1 – Requirements Gathering:
  Entry point: Integration Procedure / OmniScript. Action: findQuotesByProductCode.
  Inputs: accountId (String), productCode (String).
  Data: Quote, QuoteLineItem, Product2. No side effects (read-only).

• Phase 2 – Contract Definition:
  Response envelope: { success, data: { quotes }, errors }.
  Action dispatch via switch on action with typed exception for unsupported actions.

• Phase 3 – Implementation Pattern:

  • call() kept thin; logic delegated to findQuotesByProductCode(args)
  • Input validation for accountId and productCode (blank checks)
  • with sharing on the callable class
  • SOQL with WITH USER_MODE for CRUD/FLS
  • No SOQL/DML in loops
  • Consistent envelope shape

• Phase 4 – Testing:
  Positive, negative, contract, and unsupported-action tests per skill requirements.

• Exception Class:
  IndustriesCallableException used per skill pattern for unsupported actions.

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2. generating-apex (Reference)

Path: ~/.claude/skills/generating-apex/SKILL.md
Trigger: Apex classes, code quality

Application:

• ApexDoc on the class and action method
• Naming: Industries_QuoteByProductCallable (callable pattern)
• Null-safe input handling
• Clear separation of concerns

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3. running-apex-tests (Reference)

Path: ~/.claude/skills/running-apex-tests/SKILL.md
Trigger: Apex tests

Application:

• @TestSetup for shared data (Account, Opportunity, Product2, PricebookEntry, Quote, QuoteLineItem)
• Positive: success case and empty-result case
• Contract: missing accountId, missing productCode, null args
• Negative: unsupported action throws IndustriesCallableException
• GIVEN/WHEN/THEN comments (adapted from basic-test template)

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4. querying-soql / handling-sf-data (Reference)

Paths: skills/handling-sf-data/assets/soql/, skills/generating-mermaid-diagrams/assets/datamodel/
Trigger: SOQL and data model

Application:

• Quote–Opportunity–Account: Quote.Opportunity.AccountId
• QuoteLineItem–Product2: QuoteLineItem.Product2.ProductCode
• Subquery: Id IN (SELECT QuoteId FROM QuoteLineItem WHERE Product2.ProductCode = :productCode)
• Confirmation that Product2.ProductCode is queryable from QuoteLineItem

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Design Decisions

Decision	Rationale
Response envelope	Aligns with Industries pattern: success, data, errors for consistent handling by Integration Procedures
Error envelope for validation	Return structured errors instead of throwing; callers can handle without try/catch
Exception for unsupported action	Follows skill pattern; IndustriesCallableException makes misuse explicit
IndustriesCallableException in separate class	Reusable across callable classes, matches skill examples
WITH USER_MODE on SOQL	Enforces CRUD/FLS; requires API 59+
Quote ↔ Account path	Standard model: Quote.Opportunity.AccountId (no direct Quote → Account)
Product code on Product2	Standard Product2.ProductCode via QuoteLineItem.Product2 relationship

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Artifacts Produced

1. IndustriesCallableException.cls – Custom exception for unsupported actions
2. Industries_QuoteByProductCallable.cls – Callable implementation
3. Industries_QuoteByProductCallableTest.cls – Test class (6 methods)
4. TRANSCRIPT.md – This reasoning transcript

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Deployment Notes

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.