global static Id generateForecasts(ffrr.ViewService.Tab tab)

Starts the Async Apex Job that generates the Draft forecasts and forecast lines for all the source records that match the filter criteria. The Job ID is returned.

Input Parameters

Return Value

This service returns an ID object.

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 generate method for a specific object
//within a specific tab, and therefore relies on there being data within the system.
//For the sample to run Settings, Templates and data records should be available. If
//the data isn't available then the results will vary.

//Get the years for which you wish draft forecasts to be generated.
List<ffrr__RecognitionYear__c> years =  [SELECT Id FROM ffrr__RecognitionYear__c];
List<Id> yearIds = new List<Id>();
for(ffrr__RecognitionYear__c year : years)
{
 yearIds.add(year.Id);
}

//Setup the items that we'll be filtering by. For the purposes of this sample we
//won't add any filters
ffrr.ViewService.Tab filters = new ffrr.ViewService.Tab();
ffrr.ViewService.TabFilter tabFilter = new ffrr.ViewService.TabFilter();

if (UserInfo.isMultiCurrencyOrganization())                  //If this is a multi-currency org...
tabFilter.currencyName = UserInfo.getDefaultCurrency();      //...set the currency filter
tabFilter.years = yearIds;

filters.tabFilter = tabFilter;

//Note: The objectType is the object type of the group/tab being queried - adjust as necessary
filters.objectType = Opportunity.getSObjectType();

//Call the generate method to start the Async Apex Job and get the Job id.
ID asyncJobID = ffrr.ForecastService.generateForecasts(filters);

global static List<ffrr.ForecastService.Forecast> retrieveByForecastIds(List<Id> forecastIds)

Retrieves forecasts for the specified forecast ID's. A list of ffrr.ForecastService.Forecast objects is returned.

Input Parameters

Return Value

This service returns a list of ffrr.ForecastService.Forecast objects.

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 retrieveByForecastIDs method and therefore
//relies on there being data within the system (if no data is available, no data
//will be retrieved). If you wish to add Settings, Templates, Recognition Years
//and Periods, and the corresponding data items then the results that are returned
//will alter.

//Create a List to hold existing forecast ids.
List<ID> forecastIDs = new List<ID>();
forecastIDs.add('a1ga00000111sg1');
forecastIDs.add('a1ga00000111sg2');
forecastIDs.add('a1ga00000111sg3');

//Call the method to retrieve the forecasts
List<ffrr.ForecastService.Forecast> forecasts = ffrr.ForecastService.retrieveByForecastIDs(forecastIDs);

global static List<ffrr.ForecastService.Forecast> retrieveByPrimaryRecordIds(List<Id> primaryRecordIds)

Retieves forecasts by top level parent record ID. A list of ffrr.ForecastService.Forecast objects is returned.

Input Parameters

Return Value

This service returns a list of ffrr.ForecastService.Forecast objects.

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 retrieveByPrimaryRecordIDs method and therefore
//relies on there being data within the system (if no data is available, no data
//will be retrieved). If you wish to add Settings, Templates, Recognition Years
//and Periods, and the corresponding data items then the results that are returned
//will alter.

//Create a List to hold existing primary record ids.
List<ID> primaryRecordIDs = new List<ID>();
primaryRecordIDs.add('a1ga00000111sg1');
primaryRecordIDs.add('a1ga00000111sg2');
primaryRecordIDs.add('a1ga00000111sg3');

//Call the method to retrieve the forecasts
List<ffrr.ForecastService.Forecast> forecasts = ffrr.ForecastService.retrieveByPrimaryRecordIDs(primaryRecordIDs);

global static List<ffrr.ForecastService.ForecastLine> retrieveDrafts(Id parentRecordId, Integer parentLevel, ffrr.ViewService.Tab tab)

Retrieves draft forecast line records when expanding a summary item on the Forecast Revenue page for the specified parent item, applying the supplied filters. The returned data includes both detail and summary items (which may then be used to expand deeper into the available data).

Input Parameters

Return Value

This service returns a list of ffrr.ForecastService.ForecastLine objects.

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 retrieveDrafts method and therefore
//relies on there being data within the system (if no data is available, no data
//will be retrieved). If you wish to add Settings, Templates, Recognition Years
//and Periods, and the corresponding data items then the results that are returned
//will alter and, depending on the data, demonstrate drilling down into data

//Setup the recognition date that we'll be using
Date recognitionDate = Date.newInstance(2013, 01, 05);
Id yearId = [SELECT Id FROM ffrr__RecognitionYear__c WHERE Name = '2017'][0].Id;

//Setup the items that we'll be filtering by. For the purposes of this sample we
//won't add any filters
ffrr.ViewService.Tab filters = new ffrr.ViewService.Tab();
ffrr.ViewService.TabFilter tabFilter = new ffrr.ViewService.TabFilter();

if (UserInfo.isMultiCurrencyOrganization())                  //If this is a multi-currency org...
    tabFilter.currencyName = UserInfo.getDefaultCurrency();  //...set the currency filter
tabFilter.recognitionDate = recognitionDate;
tabFilter.years = new List<Id>{yearId};

filters.tabFilter = tabFilter;

//Note: The objectType is the object type of the group/tab being queried - adjust as necessary
filters.objectType = Opportunity.getSObjectType();

//Extract the top level items (e.g. projects)
List<ffrr.ForecastService.ForecastLine> draftForecastLines = ffrr.ForecastService.retrieveDrafts(null, null, filters);

ID parentRecordID = null;
//Output the retrieved draft lines
for(ffrr.ForecastService.ForecastLine draftForecastLine : draftForecastLines )
{
    System.debug('Forecast line (Root): '+draftForecastLine);

    //To demonstrate drilling down into data, see if there exists a summary line (i.e. something that we can drill into)
    //and record the line's record id.
    if(draftForecastLine.lineType == ffrr.CalculationService.LineType.SUMMARY)
    {
        parentRecordID = draftForecastLine.record.id;
    }
}

//Note: The following section of code demonstrates how to drill into a summary item. It will only
//execute if we identified something to drill into though in the above loop
if (parentRecordID != null)
{
    draftForecastLines = ffrr.ForecastService.retrieveDrafts(parentRecordID, 1, filters);

    //Output each of the child lines that we retrieved
    for (ffrr.ForecastService.ForecastLine draftForecastLine : draftForecastLines)
    {
        System.debug('Forecast line (Child): ' + draftForecastLine);
    }
}

global static List<ffrr.ForecastService.ForecastLine> retrieveLatest(Id parentRecordId, Integer parentLevel, ffrr.ViewService.Tab tab, String category)

Retrieves the latest version of forecast lines when expanding a summary item on the Forecast Revenue page for the specified parent item and forecast category, applying the supplied filters. The returned data includes both detail and summary items (which may then be used to expand deeper into the available data).

Input Parameters

Return Value

This service returns a list of ffrr.ForecastService.ForecastLine objects.

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 retrieveLatest method and therefore
//relies on there being data within the system (if no data is available, no data
//will be retrieved). If you wish to add Settings, Templates, Recognition Years
//and Periods, and the corresponding data items then the results that are returned
//will alter and, depending on the data, demonstrate drilling down into data

//Setup the recognition date that we'll be using
Date recognitionDate = Date.newInstance(2013, 01, 05);
Id yearId = [SELECT Id FROM ffrr__RecognitionYear__c WHERE Name = '2017'][0].Id;

//Setup the items that we'll be filtering by. For the purposes of this sample we
//won't add any filters
ffrr.ViewService.Tab filters = new ffrr.ViewService.Tab();
ffrr.ViewService.TabFilter tabFilter = new ffrr.ViewService.TabFilter();

if (UserInfo.isMultiCurrencyOrganization())                  //If this is a multi-currency org...
    tabFilter.currencyName = UserInfo.getDefaultCurrency();      //...set the currency filter
tabFilter.recognitionDate = recognitionDate;
tabFilter.years = new List<Id>{yearId};

filters.tabFilter = tabFilter;

//Note: The objectType is the object type of the group/tab being queried - adjust as necessary
filters.objectType = Opportunity.getSObjectType();

//Extract the top level items (e.g. projects)
List<ffrr.ForecastService.ForecastLine> latestForecastLines = ffrr.ForecastService.retrieveLatest(null, null, filters, 'Best');

ID parentRecordID = null;
//Output the retrieved draft lines
for(ffrr.ForecastService.ForecastLine latestForecastLine : latestForecastLines )
{
    System.debug('Forecast line (Root): '+latestForecastLine);

    //To demonstrate drilling down into data, see if there exists a summary line (i.e. something that we can drill into)
    //and record the line's record id.
    if(latestForecastLine.lineType == ffrr.CalculationService.LineType.SUMMARY)
    {
        parentRecordID = latestForecastLine.record.id;
    }
}

//Note: The following section of code demonstrates how to drill into a summary item. It will only
//execute if we identified something to drill into though in the above loop
if (parentRecordID != null)
{
    latestForecastLines = ffrr.ForecastService.retrieveLatest(parentRecordID, 1, filters, 'Best');

    //Output each of the child lines that we retrieved
    for (ffrr.ForecastService.ForecastLine latestForecastLine : latestForecastLines)
    {
        System.debug('Forecast line (Child): ' + latestForecastLine);
    }
}

global static List<ffrr.ForecastService.ForecastLine> retrieveNew(Id parentRecordId, Integer parentLevel, ffrr.ViewService.Tab tab)

Creates zero value forecast lines from the source records with forecast templates attached, that match the filter criteria. The method retrieves those forecast line items when expanding a summary item on the Forecast Revenue page for the specified parent item, applying the supplied filters. The returned data includes both detail and summary items (which may then be used to expand deeper into the available data).

Input Parameters

Return Value

This service returns a list of ffrr.ForecastService.ForecastLine objects.

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 retrieveNew method and therefore
//relies on there being data within the system (if no data is available, no data
//will be retrieved). If you wish to add Settings, Templates, Recognition Years
//and Periods, and the corresponding data items then the results that are returned
//will alter and, depending on the data, demonstrate drilling down into data

//Setup the recognition date that we'll be using
Date recognitionDate = Date.newInstance(2013, 01, 05);
Id yearId = [SELECT Id FROM ffrr__RecognitionYear__c WHERE Name = '2017'][0].Id;

//Setup the items that we'll be filtering by. For the purposes of this sample we
//won't add any filters
ffrr.ViewService.Tab filters = new ffrr.ViewService.Tab();
ffrr.ViewService.TabFilter tabFilter = new ffrr.ViewService.TabFilter();

if (UserInfo.isMultiCurrencyOrganization())                  //If this is a multi-currency org...
    tabFilter.currencyName = UserInfo.getDefaultCurrency();      //...set the currency filter
tabFilter.recognitionDate = recognitionDate;
tabFilter.years = new List<Id>{yearId};

filters.tabFilter = tabFilter;

//Note: The objectType is the object type of the group/tab being queried - adjust as necessary
filters.objectType = Opportunity.getSObjectType();

//Extract the top level items (e.g. projects)
List<ffrr.ForecastService.ForecastLine> newForecastLines = ffrr.ForecastService.retrieveNew(null, null, filters);

ID parentRecordID = null;
//Output the retrieved draft lines
for(ffrr.ForecastService.ForecastLine newForecastLine : newForecastLines )
{
    System.debug('Forecast line (Root): '+newForecastLine);

    //To demonstrate drilling down into data, see if there exists a summary line (i.e. something that we can drill into)
    //and record the line's record id.
    if(newForecastLine.lineType == ffrr.CalculationService.LineType.SUMMARY)
    {
        parentRecordID = newForecastLine.record.id;
    }
}

//Note: The following section of code demonstrates how to drill into a summary item. It will only
//execute if we identified something to drill into though in the above loop
if (parentRecordID != null)
{
    newForecastLines = ffrr.ForecastService.retrieveNew(parentRecordID, 1, filters);

    //Output each of the child lines that we retrieved
    for (ffrr.ForecastService.ForecastLine newForecastLine : newForecastLines)
    {
        System.debug('Forecast line (Child): ' + newForecastLine);
    }
}

global static List<ffrr.ForecastService.ForecastLine> retrieveSpecific(Id parentRecordId, Integer parentLevel, ffrr.ViewService.Tab tab, Id forecastId)

Retrieves saved forecast line records for a specific forecast record when expanding a summary item on the Forecast Revenue page for the specified parent item, applying the supplied filters. The returned data includes both detail and summary items (which may then be used to expand deeper into the available data).

Input Parameters

Return Value

This service returns a list of ffrr.ForecastService.ForecastLine objects.

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 retrieveSpecific method and therefore
//relies on there being data within the system (if no data is available, no data
//will be retrieved). If you wish to add Settings, Templates, Recognition Years
//and Periods, and the corresponding data items then the results that are returned
//will alter and, depending on the data, demonstrate drilling down into data

//Setup the recognition date that we'll be using
Date recognitionDate = Date.newInstance(2013, 01, 05);
Id yearId = [SELECT Id FROM ffrr__RecognitionYear__c WHERE Name = '2017'][0].Id;

//Setup the items that we'll be filtering by. For the purposes of this sample we
//won't add any filters
ffrr.ViewService.Tab filters = new ffrr.ViewService.Tab();
ffrr.ViewService.TabFilter tabFilter = new ffrr.ViewService.TabFilter();

if (UserInfo.isMultiCurrencyOrganization())                  //If this is a multi-currency org...
    tabFilter.currencyName = UserInfo.getDefaultCurrency();      //...set the currency filter
tabFilter.recognitionDate = recognitionDate;
tabFilter.years = new List<Id>{yearId};

filters.tabFilter = tabFilter;

//Note: The objectType is the object type of the group/tab being queried - adjust as necessary
filters.objectType = Opportunity.getSObjectType();

//Note: The following code implies that there exists a forecast record and we have its id.
ID forecastRecordID = 'a0sa00000011op1';

//Extract the top level items (e.g. projects)
List<ffrr.ForecastService.ForecastLine> specificForecastLines = ffrr.ForecastService.retrieveSpecific(null, null, filters, forecastRecordID);

ID parentRecordID = null;
//Output the retrieved draft lines
for(ffrr.ForecastService.ForecastLine specificForecastLine : specificForecastLines )
{
    System.debug('Forecast line (Root): '+specificForecastLine);

    //To demonstrate drilling down into data, see if there exists a summary line (i.e. something that we can drill into)
    //and record the line's record id.
    if(specificForecastLine.lineType == ffrr.CalculationService.LineType.SUMMARY)
    {
        parentRecordID = specificForecastLine.record.id;
    }
}

//Note: The following section of code demonstrates how to drill into a summary item. It will only
//execute if we identified something to drill into though in the above loop
if (parentRecordID != null)
{
    specificForecastLines = ffrr.ForecastService.retrieveSpecific(parentRecordID, 1, filters, forecastRecordID);

    //Output each of the child lines that we retrieved
    for (ffrr.ForecastService.ForecastLine specificForecastLine : specificForecastLines)
    {
        System.debug('Forecast line (Child): ' + specificForecastLine);
    }
}

global static ffrr.ForecastService.Job getJob(Schema.Sobjecttype groupName)

Retrieves the last Generate Forecasting Batch Apex job for the specified group. The returned job will include details such as the status of the job and the number of records processed.

Input Parameters

Return Value

The latest job for the specified group or null if no job exists

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 getJob method and therefore relies
//on there being data and jobs within the system. If there are no jobs in the system
//getJob will return null.

//Call the method
ffrr.ForecastService.Job jobDetails = ffrr.ForecastService.getJob(Opportunity.SObjectType);

//Output the job details
System.debug('jobDetails.errorMessage:' + jobDetails.ErrorMessage);
System.debug('jobDetails.groupName:' + jobDetails.GroupName);
System.debug('jobDetails.lastDataCreation:' + jobDetails.LastCreatedTime);
System.debug('jobDetails.progressPercent:' + jobDetails.ProgressPercent);
System.debug('jobDetails.status:' + jobDetails.Status);

global Forecast()

global Forecast(ffrr.ViewService.Reference forecast, ffrr.ViewService.Reference record, ffrr.ViewService.Reference year, Boolean locked, String description, String category, Integer version, Decimal totalForecast)

global ForecastLine(List<ffrr.ForecastService.Forecast> forecasts, ffrr.ViewService.Reference record, ffrr.CalculationService.Template template, ffrr.ViewService.Reference account, Decimal totalRevenue, Decimal totalForecast, ffrr.CalculationService.LineType lineType, List<ffrr.ViewService.Reference> parentPath, List<ffrr.ForecastService.PeriodLine> periodLines)

global ForecastLine(List<ffrr.ForecastService.Forecast> forecasts, ffrr.ViewService.Reference record, Id linkRecordId, ffrr.CalculationService.Template template, ffrr.ViewService.Reference account, Decimal totalRevenue, Decimal totalForecast, ffrr.CalculationService.LineType lineType, List<ffrr.ViewService.Reference> parentPath, List<ffrr.ForecastService.PeriodLine> periodLines)

global PeriodLine()

global PeriodLine(Id id, String name, Id forecast, Id forecastLine, Decimal percentage, Decimal value, ffrr.ViewService.Reference year)