global static pse.RateCardMatchingService.DatedResourceRateType getDatedResourceRateType(String rateTypeAsString)

Get the RateCardType for a given string. Null strings are treated as FIXED_RATE RateCardTypes.

Input Parameters

Return Value

Returns the RateCardType for the given string. Will return null if given an unrecognized string.

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.

pse__Rate_Card__c aRateCard = [SELECT Id, Name, pse__Dated_Resource_Rate_Type__c FROM pse__Rate_Card__c LIMIT 1];

pse.RateCardMatchingService.DatedResourceRateType result = pse.RateCardMatchingService.getDatedResourceRateType(aRateCard.pse__Dated_Resource_Rate_Type__c);

global static List<pse.RateCardMatcherItem> matchRateCards(List<pse.RateCardMatcherItem> items)

Attempt to match rate cards to the given list of RateCardMatcherItems.

Input Parameters

Return Value

Returns the RateCardMatcherItems that rate cards were matched to.

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.

pse__Resource_Request__c resourceRequest = [
                SELECT
                    pse__AccountId__c,
                    pse__Region__c,
                    pse__Region__r.pse__Region_ID_Chain__c,
                    pse__Resource_Role__c,
                    pse__Start_Date__c,
                    pse__Project__r.pse__Rate_Card_Percentage_Discount__c,
                    pse__Project__r.pse__Rate_Card_Discount_Limit__c,
                    pse__CurrencyIsoCode,
                    pse__Practice__c,
                    pse__Practice__r.pse__Practice_ID_Chain__c,
                    pse__Group__c,
                    pse__Group__r.pse__Group_ID_Chain__c,
                    pse__Project__r.pse__Rate_Card_Set__c,
                    pse__Use_Dated_Resource_Bill_Rates__c,
                    pse__Use_Dated_Resource_Cost_Rates__c,
                    pse__Rate_Card__c
                FROM pse__Resource_Request__c
                LIMIT 1
            ];

List<pse.RateCardMatcherItem> rateCardMatcherItems = new List<pse.RateCardMatcherItem>();
pse.RateCardMatcherItem rateCardMatcherItem = new ExampleMatcherItem();

rateCardMatcherItem.setRecord(resourceRequest);
rateCardMatcherItem.setAccountId(resourceRequest.pse__AccountId__c);
rateCardMatcherItem.setRegionId(resourceRequest.pse__Region__c);
rateCardMatcherItem.setRegionIdChain(resourceRequest.pse__Region__r.pse__Region_ID_Chain__c);
rateCardMatcherItem.setRole(resourceRequest.pse__Resource_Role__c);
rateCardMatcherItem.setStartDate(resourceRequest.pse__Start_Date__c);
rateCardMatcherItem.setProjectOpportunityDiscountRate(resourceRequest.pse__Project__r.pse__Rate_Card_Percentage_Discount__c);
rateCardMatcherItem.setProjectOpportunityDiscountLimitAmount(resourceRequest.pse__Project__r.pse__Rate_Card_Discount_Limit__c);
rateCardMatcherItem.setCurrencyIsoCode(resourceRequest.pse__CurrencyIsoCode);
rateCardMatcherItem.setPracticeId(resourceRequest.pse__Practice__c);
rateCardMatcherItem.setPracticeIdChain(resourceRequest.pse__Practice__r.pse__Practice_ID_Chain__c);
rateCardMatcherItem.setGroupId(resourceRequest.pse__Group__c);
rateCardMatcherItem.setGroupIdChain(resourceRequest.pse__Group__r.pse__Group_ID_Chain__c);
rateCardMatcherItem.setRateCardSetId(resourceRequest.pse__Project__r.pse__Rate_Card_Set__c);
rateCardMatcherItem.setUseDatedResourceBillRates(resourceRequest.pse__Use_Dated_Resource_Bill_Rates__c);
rateCardMatcherItem.setUseDatedResourceCostRates(resourceRequest.pse__Use_Dated_Resource_Cost_Rates__c);

rateCardMatcherItems.add(rateCardMatcherItem);

pse.RateCardMatchingService.matchRateCards(rateCardMatcherItems);


///Example implementation of RateCardMatcherItem

private class ExampleMatcherItem extends RateCardMatcherItem {
        private Boolean isDirty = false;

        public override void onMatch(
            Rate_Card__c rateCard,
            RateCardMatchingService.DatedResourceRateType rateCardType
        ) {
            this.isDirty = true;
            pse__Resource_Request__c resourceRequest = (pse__Resource_Request__c) getRecord();
            resourceRequest.pse__Rate_Card__c = rateCard.Id;
        }

        public override void onNoMatch(RateCardMatchingService.DatedResourceRateType rateCardType)
        {
            this.isDirty = true;
            pse__Resource_Request__c resourceRequest = (pse__Resource_Request__c) getRecord();
            resourceRequest.pse__Rate_Card__c = null;
        }

        public override Boolean isDirty()
        {
            return this.isDirty;
        }
    }

global static List<pse.RateCardMatcherItem> matchRateCards(List<pse.RateCardMatcherItem> items, pse.RateCardMatchingService.MatchingConfiguration configuration)

Attempt to match rate cards to the given list of RateCardMatcherItems.

Input Parameters

Return Value

Returns the RateCardMatcherItems that rate cards were matched to.

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.

pse__Resource_Request__c resourceRequest = [
                SELECT
                    pse__AccountId__c,
                    pse__Region__c,
                    pse__Region__r.pse__Region_ID_Chain__c,
                    pse__Resource_Role__c,
                    pse__Start_Date__c,
                    pse__Project__r.pse__Rate_Card_Percentage_Discount__c,
                    pse__Project__r.pse__Rate_Card_Discount_Limit__c,
                    pse__CurrencyIsoCode,
                    pse__Practice__c,
                    pse__Practice__r.pse__Practice_ID_Chain__c,
                    pse__Group__c,
                    pse__Group__r.pse__Group_ID_Chain__c,
                    pse__Project__r.pse__Rate_Card_Set__c,
                    pse__Use_Dated_Resource_Bill_Rates__c,
                    pse__Use_Dated_Resource_Cost_Rates__c,
                    pse__Rate_Card__c
                FROM pse__Resource_Request__c
                LIMIT 1
            ];

List<pse.RateCardMatcherItem> rateCardMatcherItems = new List<pse.RateCardMatcherItem>();
pse.RateCardMatcherItem rateCardMatcherItem = new ExampleMatcherItem();

rateCardMatcherItem.setRecord(resourceRequest);
rateCardMatcherItem.setAccountId(resourceRequest.pse__AccountId__c);
rateCardMatcherItem.setRegionId(resourceRequest.pse__Region__c);
rateCardMatcherItem.setRegionIdChain(resourceRequest.pse__Region__r.pse__Region_ID_Chain__c);
rateCardMatcherItem.setRole(resourceRequest.pse__Resource_Role__c);
rateCardMatcherItem.setStartDate(resourceRequest.pse__Start_Date__c);
rateCardMatcherItem.setProjectOpportunityDiscountRate(resourceRequest.pse__Project__r.pse__Rate_Card_Percentage_Discount__c);
rateCardMatcherItem.setProjectOpportunityDiscountLimitAmount(resourceRequest.pse__Project__r.pse__Rate_Card_Discount_Limit__c);
rateCardMatcherItem.setCurrencyIsoCode(resourceRequest.pse__CurrencyIsoCode);
rateCardMatcherItem.setPracticeId(resourceRequest.pse__Practice__c);
rateCardMatcherItem.setPracticeIdChain(resourceRequest.pse__Practice__r.pse__Practice_ID_Chain__c);
rateCardMatcherItem.setGroupId(resourceRequest.pse__Group__c);
rateCardMatcherItem.setGroupIdChain(resourceRequest.pse__Group__r.pse__Group_ID_Chain__c);
rateCardMatcherItem.setRateCardSetId(resourceRequest.pse__Project__r.pse__Rate_Card_Set__c);
rateCardMatcherItem.setUseDatedResourceBillRates(resourceRequest.pse__Use_Dated_Resource_Bill_Rates__c);
rateCardMatcherItem.setUseDatedResourceCostRates(resourceRequest.pse__Use_Dated_Resource_Cost_Rates__c);

rateCardMatcherItems.add(rateCardMatcherItem);

pse.RateCardMatchingService.MatchingConfiguration matchingConfiguration = new pse.RateCardMatchingService.MatchingConfiguration();
pse.RateCardMatchingService.matchRateCards(rateCardMatcherItems, matchingConfiguration);

///Example implementation of RateCardMatcherItem

private class ExampleMatcherItem extends RateCardMatcherItem {
        private Boolean isDirty = false;

        public override void onMatch(
            Rate_Card__c rateCard,
            RateCardMatchingService.DatedResourceRateType rateCardType
        ) {
            this.isDirty = true;
            pse__Resource_Request__c resourceRequest = (pse__Resource_Request__c) getRecord();
            resourceRequest.pse__Rate_Card__c = rateCard.Id;
        }

        public override void onNoMatch(RateCardMatchingService.DatedResourceRateType rateCardType)
        {
            this.isDirty = true;
            pse__Resource_Request__c resourceRequest = (pse__Resource_Request__c) getRecord();
            resourceRequest.pse__Rate_Card__c = null;
        }

        public override Boolean isDirty()
        {
            return this.isDirty;
        }
    }

global MatchingConfiguration()

MatchingConfiguration constructor.

global Boolean hasPlugin()

Does the Configuration have a plugin.

Return Value

Returns true if the Configuration has a plugin.

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.

pse.RateCardMatchingService.MatchingConfiguration matchingConfiguration = new pse.RateCardMatchingService.MatchingConfiguration();
Boolean result = matchingConfiguration.hasPlugin();

global virtual pse.RateCardMatcherPlugin.IFinalRateCardChoicePlugin getPlugin()

Gets the pse.RateCardMatcherPlugin.IFinalRateCardChoicePlugin plugin for the matcher.
The plugin will be retrieved from the fferpcore__Plugin__mdt record with a fferpcore__ExtensionPoint__c of pse.RateCardMatcherPlugin.IFinalRateCardChoicePlugin, and a fferpcore__ClassName__c that matches an Apex class that implements that interface. See pse.RateCardMatcherPlugin for more information.

Return Value

Returns the plugin related to this matcher configuration.

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.

pse.RateCardMatchingService.MatchingConfiguration matchingConfiguration = new pse.RateCardMatchingService.MatchingConfiguration();
pse.RateCardMatcherPlugin.IFinalRateCardChoicePlugin  result = matchingConfiguration.getPlugin();

global virtual Boolean isStandardRateCardMatchingDisabled()

Is rate card matching disabled.

Return Value

Returns true if rate card matching is disabled.

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.

pse.RateCardMatchingService.MatchingConfiguration matchingConfiguration = new pse.RateCardMatchingService.MatchingConfiguration();
Boolean result = matchingConfiguration.isStandardRateCardMatchingDisabled();

global virtual Boolean chooseRateCardsWithPluginOnly()

Return Value

Returns true if rate cards should be chosen using the plugin only.

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.

pse.RateCardMatchingService.MatchingConfiguration matchingConfiguration = new pse.RateCardMatchingService.MatchingConfiguration();
Boolean result = matchingConfiguration.chooseRateCardsWithPluginOnly();

global Boolean unableToMatchRateCards()

Return Value

Returns true when rate card matching is disabled and no plugin is provided. RateCardMatcher has no strategy to match ratecards.

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.

pse.RateCardMatchingService.MatchingConfiguration matchingConfiguration = new pse.RateCardMatchingService.MatchingConfiguration();
Boolean result = matchingConfiguration.unableToMatchRateCards();