Added feature to rollup across related parent objects without needing to create intermediate rollups

.circleci/config.yml

@@ -0,0 +1,29 @@
+version: 2
+jobs:
+  deploy-prod:
+    docker:
+      - image: circleci/node:latest 
+    steps:
+      - checkout
+      - run:
+          name: Install Dependencies
+          command: . build/install.sh
+      - run:
+          name: Login to Environment
+          command: . build/setup-prod.sh
+      - run:
+          name: Deploy to Production
+          command: . build/deploy-prod.sh
+      - run:
+          name: Run Local Test
+          command: . build/run-tests.sh              
+
+workflows: 
+  version: 2 
+  production-deployment:
+    jobs:
+      - deploy-prod:
+          filters:
+            branches:
+              only:
+                - master 

build/deploy-prod.sh

@@ -0,0 +1,3 @@
+#Deploy the package to Prod
+sf project convert source --api-version 58.0 --root-dir force-app --output-dir src 
+sf project deploy start --metadata-dir src --target-org prod-org --concise --ignore-conflicts

build/install.sh

@@ -0,0 +1,3 @@
+echo "Installing Dependencies... "
+sudo npm install sfdx-cli --global
+sudo npm install @salesforce/cli --global

build/run-tests.sh

@@ -0,0 +1 @@
+sf apex run test --api-version 58.0 --target-org prod-org --test-level RunLocalTests --code-coverage --detailed-coverage --result-format junit --wait 30 > tests.xml

build/setup-prod.sh

@@ -0,0 +1,9 @@
+echo "Setting up Org Connection..."
+mkdir keys
+
+echo $SFDC_CLIENT_ID
+echo $SFDC_SERVER_KEY | base64 -d > keys/server.key
+
+echo "Authenticating..."
+sf org login jwt --username $SFDC_USERNAME --jwt-key-file keys/server.key  --client-id $SFDC_CLIENT_ID --alias prod-org --set-default --instance-url https://login.salesforce.com
+sf org list

classes/LREngine.cls → force-app/main/default/classes/LREngine.cls

@@ -31,7 +31,7 @@ THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.
 public class LREngine {
 
     /*
-        Tempalte tokens
+        Template tokens
             0 : Fields to project
             1 : Object to query
             2 : Optional WHERE clause filter to add
@@ -126,9 +126,9 @@ public class LREngine {
         }
 
         // #0 token : SOQL projection
-        String soqlProjection = ctx.lookupField.getName();
+        String soqlProjection = ctx.lookupField!=NULL ? ctx.lookupField.getName() : ctx.relatedRelName;
         List<String> orderByFields = new List<String>();
-        orderByFields.add(ctx.lookupField.getName()); // ensure details records are ordered by parent record
+        orderByFields.add(soqlProjection); // ensure details records are ordered by parent record
 
         // k: detail field name, v: master field name
         Integer exprIdx = 0;
@@ -180,7 +180,7 @@ public class LREngine {
         }
 
         // #3 Group by field
-        String grpByFld = ctx.lookupField.getName();
+        String grpByFld = ctx.lookupField!=NULL ? ctx.lookupField.getName() : ctx.relatedRelName;
 
         // build approprite soql for this rollup context
         String soql =
@@ -213,7 +213,13 @@ public class LREngine {
             // Process Aggregate query results from RollupOperations related to Aggergate operations
             List<AggregateResult> results = (List<AggregateResult>) queryResults;
             for (AggregateResult res : results){
-                Id masterRecId = (Id)res.get(grpByFld);
+                Id masterRecId;
+                if(!grpByFld.contains('.'))
+                	masterRecId = (Id)res.get(grpByFld);
+                else{
+                    List<string> splitFields = grpByFld.split('\\.');
+                    masterRecId = (Id)res.get(splitFields[splitFields.size()-1]);
+                }
                 Sobject masterObj = masterRecordsMap.get(masterRecId);
                 if (masterObj == null) {
                     System.debug(Logginglevel.WARN, 'No master record found for ID :' + masterRecId);
@@ -223,7 +229,6 @@ public class LREngine {
                 for (String alias : rsfByAlais.keySet()) {
                     RollupSummaryField rsf = rsfByAlais.get(alias);
                     Object aggregatedDetailVal = res.get(alias);
-                    System.debug(LoggingLevel.INFO, 'New aggregarte value ' + aggregatedDetailVal + ' for master ' + masterRecId);
                     // Should also test for necessity
                     if(IsMultiCurrencyOrg() == true && rsf.isMasterTypeCurrency){
                         masterObj.put(rsf.master.getName(), convertCurrency((String)res.get(MASTERCURRENCYALIAS),(Decimal)aggregatedDetailVal));
@@ -478,6 +483,7 @@ public class LREngine {
         public Schema.Sobjecttype detail;
         // Lookup field on Child/Detail Sobject
         public Schema.Describefieldresult lookupField;
+        public String relatedRelName;
         // various fields to rollup on
         public List<RollupSummaryField> fieldsToRoll;
         // what type of rollups does this context contain
@@ -501,6 +507,21 @@ public class LREngine {
             this.fieldsToRoll = new List<RollupSummaryField>();
         }
 
+
+        public Context(Schema.Sobjecttype m, Schema.Sobjecttype d, 
+                           String relatedRelationShipName) {
+            this(m, d, relatedRelationShipName, '');                             
+        }
+
+        public Context(Schema.Sobjecttype m, Schema.Sobjecttype d, 
+                           String relatedRelationShipName, String detailWhereClause) {
+            this.master = m;
+            this.detail = d;
+            this.relatedRelName = relatedRelationShipName;
+            this.detailWhereClause = detailWhereClause;
+            this.fieldsToRoll = new List<RollupSummaryField>();
+        }
+
         /**
             Adds new rollup summary fields to the context
         */

classes/LREngine.cls-meta.xml → force-app/main/default/classes/LREngine.cls-meta.xml

@@ -1,5 +1,5 @@
 <?xml version="1.0" encoding="UTF-8"?>
 <ApexClass xmlns="http://soap.sforce.com/2006/04/metadata">
-    <apiVersion>31.0</apiVersion>
+    <apiVersion>57.0</apiVersion>
     <status>Active</status>
 </ApexClass>

classes/TestLREngine.cls → force-app/main/default/classes/TestLREngine.cls

@@ -784,5 +784,54 @@ private class TestLREngine {
         System.assertEquals(2, masters.size());
         System.assertEquals(expected1, reloadedAcc1.get(rollupField.master.getName()));
         System.assertEquals(expected2, reloadedAcc2.get(rollupField.master.getName()));
+    }
+
+
+    /*
+    This test case uses standard objects Account, Contact and Contracts. An account can have one or more contacts and one contact can have one or more
+	contracts. The use case here is to rollup an object to n levels higher upto a grandparent or even higher upto 5 levels as permitted by 
+	maximum number of related parent navigation in SOQL. Although contract also has a required relation with account but the idea is to show the use case
+
+	via the contract -> contact- > account and still use standard object in this generic test class
+
+    So if an account has 2 contacts and each contact has 2 contracts, then as an example , I can store 4 as the total number of contracts, 
+    rolling upto the account level ,at a number field on the Account level
+	navigating via the Contact relationship and skipping intermediate rollup field creations.
+
+    This feature extends the rollup engine to support rollups on grandparents levels as well provided there is
+    a direct way to navigate via relationship fields (__r or otherwise)
+
+	The use case extendable to any other custom object hierarchy.
+   */
+
+
+     static testMethod void testRollUpOnGrandParent(){
+        Account acc = new Account(Name='Test Acc');
+        insert  acc;
+
+        Contact con1= new Contact(AccountId=acc.Id,LastName='TestL1');
+        Contact con2= new Contact(AccountId=acc.Id,LastName='TestL2');
+        insert new List<Contact>{con1,con2};
+
+        Contract c1 = new Contract(AccountId=acc.Id,CustomerSignedId = con1.Id,StartDate=Date.today(),Status='Draft',ContractTerm=4);    
+        Contract c2 = new Contract(AccountId=acc.Id,CustomerSignedId = con1.Id,StartDate=Date.today(),Status='Draft',ContractTerm=5); 
+        Contract c3 = new Contract(AccountId=acc.Id,CustomerSignedId = con2.Id,StartDate=Date.today(),Status='Draft',ContractTerm=5);  
+        Contract c4 = new Contract(AccountId=acc.Id,CustomerSignedId = con2.Id,StartDate=Date.today(),Status='Draft',ContractTerm=5);
+
+        insert new List<Contract>{c1,c2,c3,c4};
+
+
+        LREngine.Context ctx = new LREngine.Context(Account.SobjectType, 
+                            Contract.SobjectType, 
+                            'CustomerSigned.AccountId'
+                            );
+		ctx.add(
+            new LREngine.RollupSummaryField(
+                                            Schema.SObjectType.Account.fields.NumberOfEmployees,   // just using a standard number field on account to test the feature.
+                                            Schema.SObjectType.Contract.fields.Id,
+                                            LREngine.RollupOperation.Count 
+                                         ));  
+		acc=(Account)LREngine.rollUp(ctx, new Set<Id>{acc.Id})[0];
+        System.assertEquals(4, acc.NumberOfEmployees);     
     }    
 }

classes/TestLREngine.cls-meta.xml → force-app/main/default/classes/TestLREngine.cls-meta.xml

@@ -1,5 +1,5 @@
 <?xml version="1.0" encoding="UTF-8"?>
 <ApexClass xmlns="http://soap.sforce.com/2006/04/metadata">
-    <apiVersion>31.0</apiVersion>
+    <apiVersion>57.0</apiVersion>
     <status>Active</status>
 </ApexClass>

sfdx-project.json

@@ -0,0 +1,10 @@
+{
+  "packageDirectories": [
+      {
+      	"path": "force-app",
+      	"default": true
+      }
+  ],
+  "namespace": "",
+  "sourceApiVersion": "56.0"
+}