global static ffrr.TransactionService.CommitResult bulkCommit(List<Id> transactions)

Commits the transactions provided. Will update the source record fields if those fields are filled in on the corresponding setting record.

Input Parameters

Return Value

A CommitResult containing a list of the committed transactions. Note: This list is not in the order the transactions were provided.

Sample Code

//Note: This sample code is for demonstration purposes only. It is not intended for
//use in a production environment, is not guaranteed against defects or errors, and
//is in no way optimized or streamlined.

// Note: This sample demonstrates how to call the commit method for a previously
// saved transaction, and therefore relies on there being data within the system.

// For the sample to run Recognition Settings, Recognition Templates and Recognition Years and Periods
// should be available, and a transaction should have been correctly
// saved so that it is marked as 'In Progress'.

// If the data isn't available then the results should indicate
// that the process couldn't be completed.

// Extract any saved transactions that are currently marked as being 'In Progress'
List<ffrr__RevenueRecognitionTransaction__c> savedTransactions = [Select Id FROM ffrr__RevenueRecognitionTransaction__c WHERE ffrr__status__c = 'In Progress'];

// Build the list of transaction Ids candidates to be committed.
List<Id> transactionIds = new List<Id>();
for (ffrr__RevenueRecognitionTransaction__c savedTransaction : savedTransactions)
{
    transactionIds.add(savedTransaction.Id);
}

// Call the commit method that will start a synchronous process
// to commit the In Progress Recognition Transactions.
ffrr.TransactionService.CommitResult result = ffrr.TransactionService.bulkCommit( transactionIds );

global static Id commitTransactions(List<Id> transactionList)

Commits the transactions provided. This method starts an asynchronous process. Will update the source record fields if those fields are filled in on the corresponding setting record.

Input Parameters

Return Value

The Id of the AsyncApexJob.

Sample Code

//Note: This sample code is for demonstration purposes only. It is not intended for
//use in a production environment, is not guaranteed against defects or errors, and
//is in no way optimized or streamlined.

// Note: This sample demonstrates how to call the commit method for a previously
// saved transaction, and therefore relies on there being data within the system.

// For the sample to run Recognition Settings, Recognition Templates and Recognition Years and Periods
// should be available, and a transaction should have been correctly
// saved so that it is marked as 'In Progress'.

// If the data isn't available then the results should indicate
// that the process couldn't be completed.

// Extract any saved transactions that are currently marked as being 'In Progress'
List<ffrr__RevenueRecognitionTransaction__c> savedTransactions = [Select Id FROM ffrr__RevenueRecognitionTransaction__c WHERE ffrr__status__c = 'In Progress'];

// Build the list of transaction Ids candidates to be committed.
List<Id> transactionIds = new List<Id>();
for (ffrr__RevenueRecognitionTransaction__c savedTransaction : savedTransactions)
{
    transactionIds.add(savedTransaction.Id);
}

// Call the commit method that will start an asynchronous process
// to commit the In Progress Recognition Transactions.
Id commitBatchId = ffrr.TransactionService.commitTransactions( transactionIds );

global static void discard(Set<Id> transactionIds)

Discards one or more Recognition Transactions.

Input Parameters

Sample Code

//Note: This sample code is for demonstration purposes only. It is not intended for
//use in a production environment, is not guaranteed against defects or errors, and
//is in no way optimized or streamlined.

// Note: This sample demonstrates how to call the discard method for previously
// committed transactions, and therefore relies on there being data within the system.

// For the sample to run Recognition Settings, Recognition Templates and Recognition Years and Periods
// should be available, and a transaction should have been correctly
// saved and committed so that it is marked as 'Committed'.

//Query the database and retrieve all committed transactions.
List<ffrr__RevenueRecognitionTransaction__c> transactionList = [SELECT Id FROM ffrr__RevenueRecognitionTransaction__c WHERE ffrr__Status__c = 'Committed'];

//Create a set of Ids to be used for storing committed transaction Ids.
Set<Id> committedTransactionIds = new Set<Id>();

//Pass in the transaction Ids from the List to the Set
for (ffrr__RevenueRecognitionTransaction__c rrt : transactionList)
{
    committedTransactionIds.add(rrt.Id);
}

//Call the method passing in the committed transaction Ids
ffrr.TransactionService.discard(committedTransactionIds);

global static Id discardAsync(Set<Id> transactionIds)

Discards one or more Recognition Transactions using an asynchronous process.

Input Parameters

Return Value

Id of the executing ffrr__RevenueManagementBackgroundProcess__c record.

Sample Code

//Note: This sample code is for demonstration purposes only. It is not intended for
//use in a production environment, is not guaranteed against defects or errors, and
//is in no way optimized or streamlined.

// Note: This sample demonstrates how to call the discard method for previously
// committed transactions, and therefore relies on there being data within the system.

// For the sample to run Recognition Settings, Recognition Templates and Recognition Years and Periods
// should be available, and a transaction should have been correctly
// saved and committed so that it is marked as 'Committed'.

// Query the database and retrieve all committed transactions.
List<ffrr__RevenueRecognitionTransaction__c> transactionList = [SELECT Id FROM ffrr__RevenueRecognitionTransaction__c WHERE ffrr__Status__c = 'Committed'];

// Create a set of Ids to be used for storing committed transaction Ids.
Set<Id> committedTransactionIds = new Set<Id>();

// Pass in the transaction Ids from the List to the Set
for (ffrr__RevenueRecognitionTransaction__c rrt : transactionList)
{
    committedTransactionIds.add(rrt.Id);
}

// Call the method passing in the committed transaction Ids
// Get the Id of the executing ffrr__RevenueManagementBackgroundProcess__c discarding the committed transactions
Id processRunId = ffrr.TransactionService.discardAsync(committedTransactionIds);

global static List<ffrr.TransactionService.TransactionLine> retrieve(Id elementId)

Retrieves a list of Committed or In Progress transactions for the specified item (for example, project or milestone). The returned data includes only the high-level details of the transaction (such as transaction status and total recognized) and not the individual transaction lines.

Input Parameters

Return Value

The List of inprogress and committed Transaction Lines related to the recordId.

Sample Code

//Note: This sample code is for demonstration purposes only. It is not intended for
//use in a production environment, is not guaranteed against defects or errors, and
//is in no way optimized or streamlined.

//Note: This sample demonstrates how to call the retrieve method and therefore relies
//on there being data within the system. While the sample will run without there
//being any data in the system, the output will, naturally, be different.
ID itemID = null;

//Note: At this point the itemID variable needs to be populated with the ID of the
//Revenue Recognition item to be queried. The ID will, naturally, depend on the data
//setup within your system.

//Call the method
List<ffrr.TransactionService.TransactionLine> transactions = ffrr.TransactionService.retrieve(itemID);

//Output the transactions that were retrieved
for (ffrr.TransactionService.TransactionLine transactionLine : transactions)
{
    System.debug('Transaction: ' + transactionLine);
}

global static Id save(ffrr.TransactionService.HeaderDetails headerDetails)

Saves a recognition transaction (and associated transaction lines) with a status of "In Progress". The single supplied parameter includes both the header details for the transaction and the items that are to be included as part of the transaction.

Input Parameters

Return Value

The Id of the AsyncApexJob.

Sample Code

//Note: This sample code is for demonstration purposes only. It is not intended for
//use in a production environment, is not guaranteed against defects or errors, and
//is in no way optimized or streamlined.

// Note: This sample demonstrates how to call the save method for two lines in a
// single transaction, and therefore relies on there being data within the system.
// For the sample to run, Recognition Settings, Recognition Templates and Recognition Years and Periods
// (covering 2013) should be available.

// If the data isn't available then the results should indicate that the process couldn't
// be completed.

// In the example it is assumed that two records to recognize exist.
// (stored in variables named 'project1' and  'project2')

Account project1 = new Account();
Account project2 = new Account();

// Create the header Details Record for the transaction to be saved.
// See ffrr.TransactionService.HeaderDetails for more details.
ffrr.TransactionService.HeaderDetails headerDetails = new ffrr.TransactionService.HeaderDetails();
headerDetails.description = 'My Transaction';
headerDetails.legislationType = 'ASC 605';
headerDetails.GroupingValue = 'North America';
headerDetails.currencyName = 'GBP';
headerDetails.recognitionDate = system.today();
headerDetails.lineAction = ffrr.TransactionService.LineAction.IGNORE;
headerDetails.lineDetailsMap = new Map<Id, ffrr.TransactionService.LineDataToSave>();
headerDetails.groupName = 'Project__c';
headerDetails.period = '2013/008';

// Note: Although we have specified 'period' in the header structure above, your Org may be
// configured so that Period Validation is enabled.
// In this case the periodId field must be set to contain the Id of the period that
// the transaction is to be recorded against.
// e.g. headerDetails.periodId = myRecognitionPeriod.Id;

// Note: To append lines to an existing InProgress transaction the
// headerDetails.transactionId field should be filled.
//
// For example:
// ffrr.RevenueRecognitionTransaction__c transactionToAppend = [ Select Id from ffrr.RevenueRecognitionTransaction__c where Status__c = 'in Progress' Limit 1 ];
// headerDetails.transactionId = transactionToAppend.Id;

// Create the two Line Data records ( one for each of the two projects )
// and add them to the transaction Header Details record.
// See ffrr.TransactionService.LineDataToSave for more details

// Line Data for Project1
ffrr.TransactionService.LineDataToSave sampleLineData1 = new ffrr.TransactionService.LineDataToSave();
sampleLineData1.recordIdList = new List<Id>{project1.Id};
sampleLineData1.toRecognizeThisPeriod = 100.00;

// Add the line to the Header Details.
headerDetails.lineDetailsMap.put(project1.Id, sampleLineData1);

// Line Data for Project 2
ffrr.TransactionService.LineDataToSave sampleLineData2 = new ffrr.TransactionService.LineDataToSave();
sampleLineData2.recordIdList = new List<Id>{project2.Id};
sampleLineData2.toRecognizeThisPeriod = 100.00;

// Add the line to the Header Details.
headerDetails.lineDetailsMap.put(project2.Id, sampleLineData2);

// Call the save method that will start an asynchronous process
// to create the InProgress Recognition Transaction.
Id saveBatchId = ffrr.TransactionService.save( headerDetails );

global static ffrr.TransactionService.StagingSaveResult save(ffrr.TransactionService.StagingSaveContext context, ffrr.TransactionService.StagingSaveOptions options)

Creates Recognition Transactions (and associated Transaction Lines) of Status "In Progress" using data from the Staging Table Records.

Input Parameters

Return Value

The StagingSaveResult containing either the Id of the AsyncJob if the process has been executed asynchronously or the created Recognition Transactions keyed by version.

Sample Code

//Note: This sample code is for demonstration purposes only. It is not intended for
//use in a production environment, is not guaranteed against defects or errors, and
//is in no way optimized or streamlined.

// Create the StagingSaveContext.
ffrr.TransactionService.StagingSaveContext context = new ffrr.TransactionService.StagingSaveContext();

// Set the versions of the staging data to create Recognition Transactions for.
List<ffrr__StagingVersion__c> versions = [SELECT Id FROM ffrr__StagingVersion__c WHERE ffrr__GroupName__c = 'Project__c' Limit 2];
context.versions = new List<Id>{versions[0].Id};

// Include groupings.
List<ffrr__GroupingSummary__c> groupings = [SELECT Id FROM ffrr__GroupingSummary__c LIMIT 10];
context.Groupings = new List<Id>();
for(ffrr__GroupingSummary__c grouping : groupings)
{
    context.Groupings.add(grouping.Id);
}

// Include summaries from another version.
List<ffrr__StagingSummary__c> summaries = [SELECT Id from ffrr__StagingSummary__c WHERE ffrr__Version__c = :versions[1].Id AND ffrr__AccountName__c = 'FF'];
context.Summaries = new List<Id>();
for(ffrr__StagingSummary__c summary : summaries)
{
    context.Summaries.add(summary.Id);
}

// Exclude a summary from the data of the first version.
ffrr__StagingSummary__c summaryToExclude = [SELECT Id FROM ffrr__StagingSummary__c WHERE ffrr__Version__c = :versions[0].Id AND ffrr__AccountName__c = 'FF'];

// Exclude details from the second version.
List<ffrr__StagingDetail__c> detailsToExclude = [SELECT Id FROM ffrr__StagingDetail__c WHERE ffrr__Version__c = :versions[0].Id AND ffrr__TotalRevenue__c < 100000];
context.Details = new List<Id>();
for(ffrr__StagingDetail__c detail : detailsToExclude)
{
    context.Details.add(detail.Id);
}

// Create the StagingTransactionDetails that contain information to.
// be included on the Recognition Transactions (see ffrr.TransactionService.StagingTransactionDetails)
ffrr__RecognitionPeriod__c period = [Select Id, Name FROM ffrr__RecognitionPeriod__c WHERE ffrr__RecognitionYear__r.Name = '2016' LIMIT 1];
ffrr.TransactionService.StagingTransactionDetails version1Transaction = new ffrr.TransactionService.StagingTransactionDetails();
version1Transaction.Version = versions[0].Id;
version1Transaction.PeriodName = period.Name;
version1Transaction.PeriodId = period.Id;
version1Transaction.Description = 'January Projects Version 1';
version1Transaction.LegislationType = 'ASC 605';
version1Transaction.CommitTransaction = true;
version1Transaction.LineAction = ffrr.TransactionService.LineAction.IGNORE;
version1Transaction.CreateGroupedTransactions = true;

ffrr.TransactionService.StagingTransactionDetails version2Transaction = new ffrr.TransactionService.StagingTransactionDetails();
version2Transaction.Version = versions[1].Id;
version2Transaction.PeriodName = period.Name;
version2Transaction.PeriodId = period.Id;
version2Transaction.Description = 'January Projects Version 2';
version2Transaction.LegislationType = 'ASC 605';
version2Transaction.CommitTransaction = true;
version2Transaction.LineAction = ffrr.TransactionService.LineAction.IGNORE;
version1Transaction.CreateGroupedTransactions = false;

List<ffrr.TransactionService.StagingTransactionDetails> transactionDetails = new List<ffrr.TransactionService.StagingTransactionDetails>();
transactionDetails.add( version1Transaction );
transactionDetails.add( version2Transaction );

// Add the StagingTransactionDetails to the context.
context.StagingTransactionDetails = transactionDetails;


// Create the StagingSaveOptions object.
ffrr.TransactionService.StagingSaveOptions options = new ffrr.TransactionService.StagingSaveOptions();

// Set the type of the Apex Transactions to be performed.
// If not set the Apex Transaction Type will be defaulted to CommonService.ApexTransactionType.SYNCHRONOUS.
options.TransactionType = ffrr.CommonService.ApexTransactionType.ASYNCHRONOUS;

// Start the save process and get the result.
ffrr.TransactionService.StagingSaveResult result = ffrr.TransactionService.save( context, options );

// Retrieve the Async Job Id from the result.
Id asyncJob = result.AsyncJob;

global static ffrr.TransactionService.SaveResult bulkSave(List<ffrr.TransactionService.HeaderDetails> headerDetails)

Creates Transactions and TransactionLines using the provided HeaderDetails and LineDataToSave. Same as the save(HeaderDetails headerDetails) method except this will not start an asynchronous process.

Input Parameters

Return Value

A SaveResult containing the List of Transaction Ids for the created Transactions.

Sample Code

//Note: This sample code is for demonstration purposes only. It is not intended for
//use in a production environment, is not guaranteed against defects or errors, and
//is in no way optimized or streamlined.

// Note: This sample demonstrates how to call the save method for two lines in a
// single transaction, and therefore relies on there being data within the system.
// For the sample to run, Recognition Settings, Recognition Templates and Recognition Years and Periods
// (covering 2013) should be available.

// If the data isn't available then the results should indicate that the process couldn't
// be completed.

// In the example it is assumed that two records to recognize exist.
// (stored in variables named 'project1' and  'project2')

Account project1 = new Account();
Account project2 = new Account();

// Create the header Details Record for the transaction to be saved.
// See ffrr.TransactionService.HeaderDetails for more details.
ffrr.TransactionService.HeaderDetails headerDetails = new ffrr.TransactionService.HeaderDetails();
headerDetails.description = 'My Transaction';
headerDetails.legislationType = 'ASC 605';
headerDetails.currencyName = 'GBP';
headerDetails.recognitionDate = system.today();
headerDetails.lineAction = ffrr.TransactionService.LineAction.IGNORE;
headerDetails.lineDetailsMap = new Map<Id, ffrr.TransactionService.LineDataToSave>();
headerDetails.groupName = 'Project__c';
headerDetails.period = '2013/008';

List<ffrr.TransactionService.HeaderDetails> headers = new List<ffrr.TransactionService.HeaderDetails>{headerDetails};

// Note: Although we have specified 'period' in the header structure above, your Org may be
// configured so that Period Validation is enabled.
// In this case the periodId field must be set to contain the Id of the period that
// the transaction is to be recorded against.
// e.g. headerDetails.periodId = myRecognitionPeriod.Id;

// Note: To append lines to an existing InProgress transaction the
// headerDetails.transactionId field should be filled.
//
// For example:
// ffrr.RevenueRecognitionTransaction__c transactionToAppend = [ Select Id from ffrr.RevenueRecognitionTransaction__c where Status__c = 'in Progress' Limit 1 ];
// headerDetails.transactionId = transactionToAppend.Id;

// Create the two Line Data records ( one for each of the two projects )
// and add them to the transaction Header Details record.
// See ffrr.TransactionService.LineDataToSave for more details

// Line Data for Project1
ffrr.TransactionService.LineDataToSave sampleLineData1 = new ffrr.TransactionService.LineDataToSave();
sampleLineData1.recordIdList = new List<Id>{project1.Id};
sampleLineData1.toRecognizeThisPeriod = 100.00;

// Add the line to the Header Details.
headerDetails.lineDetailsMap.put(project1.Id, sampleLineData1);

// Line Data for Project 2
ffrr.TransactionService.LineDataToSave sampleLineData2 = new ffrr.TransactionService.LineDataToSave();
sampleLineData2.recordIdList = new List<Id>{project2.Id};
sampleLineData2.toRecognizeThisPeriod = 100.00;

// Add the line to the Header Details.
headerDetails.lineDetailsMap.put(project2.Id, sampleLineData2);

// Call the save method that will start a synchronous process
// to create the InProgress Recognition Transaction.
ffrr.TransactionService.SaveResult result = ffrr.TransactionService.bulkSave( headers );

global static void summarize(Set<Id> transactionIds)

Summarizes Recognition Transaction Lines into Recognition Transaction Summary records. Revenue and cost amounts are summarized by GLA Type, GLA Revenue or GLA Cost, and any fields included in the Summarization Fields field set on the Recognition Transaction Line object. If a transaction has both revenue and cost amounts, at least 4 summary records will be created (2 Income Statement and 2 Balance Sheet). NOTE: All fields included in the RTL Summarization Fields field set must exist on the Recognition Transaction Summary.

Input Parameters

Sample Code

//Note: This sample code is for demonstration purposes only. It is not intended for
//use in a production environment, is not guaranteed against defects or errors, and
//is in no way optimized or streamlined.

// Note: This sample demonstrates how to call the summarize method for previously
// committed transactions, and therefore relies on there being data within the system.

// For the sample to run, Recognition Settings, Recognition Templates and Recognition Years and Periods
// should be available, and a transaction should have been correctly
// saved and committed so that it is marked as 'Committed'.

// Query the database and retrieve all committed transactions.
List<ffrr__RevenueRecognitionTransaction__c> transactionList = [SELECT Id FROM ffrr__RevenueRecognitionTransaction__c WHERE ffrr__Status__c = 'Committed'];

// Create a set of Ids to be used for storing committed transaction Ids.
Set<Id> committedTransactionIds = new Map<Id, SObject>(transactionList).keySet();

// Call the method passing in the committed transaction Ids
ffrr.TransactionService.summarize(committedTransactionIds);

global static Id summarizeAsync(Set<Id> transactionIds)

Summarizes Recognition Transaction Lines into Recognition Transaction Summary records. Revenue and cost amounts are summarized by GLA Type, GLA Revenue or GLA Cost, and any fields included in the Summarization Fields field set on the Recognition Transaction Line object. If a transaction has both revenue and cost amounts, at least 4 summary records will be created (2 Income Statement and 2 Balance Sheet). NOTE: All fields included in the RTL Summarization Fields field set must exist on the Recognition Transaction Summary. The total number of Recognition Transaction Lines must not exceed 50000 per batch, and a maximum of 10000 summary lines can be created per batch.

Input Parameters

Return Value

Returns the ID of the Batch Apex Job.

Sample Code

//Note: This sample code is for demonstration purposes only. It is not intended for
//use in a production environment, is not guaranteed against defects or errors, and
//is in no way optimized or streamlined.

// Note: This sample demonstrates how to call the summarize method for previously
// committed transactions, and therefore relies on there being data within the system.

// For the sample to run, Recognition Settings, Recognition Templates and Recognition Years and Periods
// should be available, and a transaction should have been correctly
// saved and committed so that it is marked as 'Committed'.

// Query the database and retrieve all committed transactions.
List<ffrr__RevenueRecognitionTransaction__c> transactionList = [SELECT Id FROM ffrr__RevenueRecognitionTransaction__c WHERE ffrr__Status__c = 'Committed'];

// Create a set of Ids to be used for storing committed transaction Ids.
Set<Id> committedTransactionIds = new Map<Id, SObject>(transactionList).keySet();

// Call the method passing in the committed transaction Ids
ffrr.TransactionService.summarizeAsync(committedTransactionIds);

global HeaderDetails()

If set to true when replacing lines any amount on the old line will be transferred to the new one. This is used in a temporary fix for the transfer previously recognized process on POLIs. When we refactor this service should be removed and there should be a proper update process on existing RTs/RTLs

global LineDataToSave()

global StagingSaveContext()

The hash that matches the values in the staging table. Used to query for records in the staging table to include in this save. One context per per primary grouping record will be created. We have agreed that this does not belong on the global contract and we do not want to polluted the global API. This will be moved lower down the code path and be part of the public and not global api.

global StagingSaveOptions()

global StagingSaveResult()

global StagingTransactionDetails()

global TransactionLine()