bcgov · deepakmulamalla · Oct 18, 2024 · Oct 18, 2024
diff --git a/dev-app-post/main/default/classes/ESA_cls_caseTriggerHandlerTest.cls b/dev-app-post/main/default/classes/ESA_cls_caseTriggerHandlerTest.cls
@@ -10,7 +10,8 @@
                 15 Jan -    EDRD-525        -  Accenture   -  Update AC Recommendation Review
                 19 Jan-     EDRD-338        -  Accenture   -  Update Funding Expiry Date
                 20 Jun-     EDRD-764        -  Accenture   -  Populate EDRD Reference number
-                08 Aug-     EDRD-679        -  Accenture    -  Generate FY forecasting records
+                08 Aug-     EDRD-679        -  Accenture   -  Generate FY forecasting records
+                17 Oct-     EDRD-1010		-  Accenture   -  Update Provider's - EDRD Checkbox On EDRD Case Insert
 ***********************************************************************************************/
 
 @isTest
@@ -416,4 +417,29 @@ public class ESA_cls_caseTriggerHandlerTest {
         Assert.areEqual(7, forecastRecords.size(), 'FY-MedicationDispense records should be created');
         Assert.areNotEqual(0, forecastRecords.size(), 'Forecast records should not be created');
     }
+
+/**
+* @author: Deepak
+* @date: 17 Oct 2024
+* @description: The purpose of this method is to cover Testcoverage of delete UpdateProviderOnEDRDCase
+* @Modification Log: [Date] - [Change Reference] - [Changed By] - [Description]
+*/    
+    @isTest
+    public static void UpdateProviderOnEDRDCaseTest(){
+        Account providerAccount = TestFactory.newProvider('Provider Test');
+        providerAccount.Is_EDRD_Provider__pc = FALSE;
+        insert providerAccount;
+        Id recordTypeCaseEDRD = Schema.SObjectType.Case.getRecordTypeInfosByDeveloperName().get('EDRD').getRecordTypeId();
+        List<Contact> conList = [SELECT Id FROM Contact WHERE accountID =: providerAccount.Id LIMIT 1];
+        List<Case> caseRec = TestFactory.createEDRDCase(1, recordTypeCaseEDRD, providerAccount.Id);
+        caseRec.get(0).provider__c = conList.get(0).Id;
+
+        Test.startTest();
+        insert caseRec;
+        Test.stopTest();
+
+        List<Account> providerRecords = [SELECT Id, Is_EDRD_Provider__pc FROM Account WHERE Id =: providerAccount.Id];
+        Assert.areEqual(TRUE, providerRecords.get(0).Is_EDRD_Provider__pc, 'Is EDRD Provider Field should be True');
+        Assert.areNotEqual(FALSE, providerRecords.get(0).Is_EDRD_Provider__pc, 'Is EDRD Provider Field cannot be False');    
+    }
 }
diff --git a/force-app/main/default/classes/ESA_cls_caseTriggerHandler.cls b/force-app/main/default/classes/ESA_cls_caseTriggerHandler.cls
@@ -12,6 +12,8 @@
                 19 Jan-     EDRD-382		  -  Accenture	  -  Validate Eligibility Form Sign date and Eligibility form Attachment
                 20 Jun-     EDRD-764		  -  Accenture    -  Populate EDRD Reference number
                 07 Jun-     EDRD-679		  -  Accenture    -  Generate FY forecasting records
+                17 Oct-     EDRD-1010		  -  Accenture    -  Collect set of caseId's and pass it to future method
+                17 Oct-     EDRD-1010		  -  Accenture    -  Future method(Private) is to update EDRD Provider field on Person Account.
 ***********************************************************************************************/
 
 public with sharing class ESA_cls_caseTriggerHandler {    
@@ -342,4 +344,46 @@ public with sharing class ESA_cls_caseTriggerHandler {
             Database.delete(caseRelatedFYF, true);
         }
     }
+
+/**
+* @author: Deepak
+* @date: 17 Oct 2024
+* @description: The purpose of this method collect set of caseId's and pass it to future method.
+* @Modification Log: [Date] - [Change Reference] - [Changed By] - [Description]
+*/    
+    public static void UpdateProviderOnEDRDCase(List<Case> newCaseList) {
+        Set<Id> caseIdSet = new Set<Id>();
+
+        for (Case caseObj : newCaseList) {
+            if (caseObj.RecordTypeId == recordTypeCaseEDRD) {
+                caseIdSet.add(caseObj.Id);
+            }
+        }
+
+        if (!caseIdSet.isEmpty()) {
+            UpdateProviderAccountsAsync(caseIdSet);
+        }
+    }
+
+/**
+* @author: Deepak
+* @date: 17 Oct 2024
+* @description: The purpose of this future method is to update EDRD Provider field on Person Account.
+* @Modification Log: [Date] - [Change Reference] - [Changed By] - [Description]
+*/    
+    @future
+    private static void UpdateProviderAccountsAsync(Set<Id> caseIdSet) {
+        Map<Id, Account> accIdVsRecToUpdate = new Map<Id, Account>();
+
+        List<Case> caseList = [SELECT Id, Provider__r.AccountId FROM Case WHERE Id IN :caseIdSet AND Provider__c != NULL 
+                               AND Provider__r.Account.Is_EDRD_Provider__pc = FALSE];
+
+        for (Case caseObj : caseList) {
+            accIdVsRecToUpdate.put(caseObj.Provider__r.AccountId, new Account(Id = caseObj.Provider__r.AccountId, Is_EDRD_Provider__pc = TRUE));
+        }
+
+        if (!accIdVsRecToUpdate.isEmpty()) {
+            Database.Update(accIdVsRecToUpdate.values(), true);
+        }
+    }
 }
diff --git a/force-app/main/default/objects/Account/listViews/All_EDRD_Committees.listView-meta.xml b/force-app/main/default/objects/Account/listViews/All_EDRD_Committees.listView-meta.xml
@@ -11,7 +11,7 @@
         <operation>equals</operation>
         <value>PersonAccount.Committee_Reviewer</value>
     </filters>
-    <label>All EDRD Committees</label>
+    <label>EDRD - All Committee Reviewers</label>
     <sharedTo>
         <role>Developer</role>
         <roleAndSubordinatesInternal>EDRD_Admin</roleAndSubordinatesInternal>

diff --git a/force-app/main/default/objects/Account/listViews/All_EDRD_Patients.listView-meta.xml b/force-app/main/default/objects/Account/listViews/All_EDRD_Patients.listView-meta.xml
@@ -2,6 +2,7 @@
 <ListView xmlns="http://soap.sforce.com/2006/04/metadata">
     <fullName>All_EDRD_Patients</fullName>
     <columns>ACCOUNT.NAME</columns>
+    <columns>EDRD_Ref_No__pc</columns>
     <columns>Patient_Identifier__pc</columns>
     <columns>ACCOUNT.PHONE1</columns>
     <columns>ACCOUNT.PHONE2</columns>
@@ -13,7 +14,7 @@
         <operation>equals</operation>
         <value>PersonAccount.Patient</value>
     </filters>
-    <label>All EDRD Patients</label>
+    <label>EDRD - All Patients</label>
     <sharedTo>
         <role>Developer</role>
         <roleAndSubordinates>EDRD_Admin</roleAndSubordinates>

diff --git a/force-app/main/default/objects/Account/listViews/All_EDRD_Providers.listView-meta.xml b/force-app/main/default/objects/Account/listViews/All_EDRD_Providers.listView-meta.xml
@@ -14,7 +14,7 @@
         <operation>equals</operation>
         <value>PersonAccount.Provider</value>
     </filters>
-    <label>All EDRD Providers</label>
+    <label>EDRD - All Providers</label>
     <sharedTo>
         <role>Developer</role>
         <roleAndSubordinatesInternal>EDRD_Admin</roleAndSubordinatesInternal>

diff --git a/force-app/main/default/objects/Account/listViews/All_Manufactuers.listView-meta.xml b/force-app/main/default/objects/Account/listViews/All_Manufactuers.listView-meta.xml
@@ -8,7 +8,7 @@
         <operation>equals</operation>
         <value>Account.Manufacturer</value>
     </filters>
-    <label>All EDRD Manufacturers</label>
+    <label>EDRD - All Drug Manufacturers</label>
     <sharedTo>
         <role>Developer</role>
         <roleAndSubordinatesInternal>EDRD_Admin</roleAndSubordinatesInternal>

diff --git a/force-app/main/default/objects/Account/listViews/EDRD_Enrolled_Patients.listView-meta.xml b/force-app/main/default/objects/Account/listViews/EDRD_Enrolled_Patients.listView-meta.xml
@@ -0,0 +1,26 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<ListView xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>EDRD_Enrolled_Patients</fullName>
+    <columns>ACCOUNT.NAME</columns>
+    <columns>EDRD_Ref_No__pc</columns>
+    <columns>Patient_Identifier__pc</columns>
+    <columns>ACCOUNT.PHONE1</columns>
+    <columns>ACCOUNT.PHONE2</columns>
+    <columns>PC_ADDRESS2_CITY</columns>
+    <columns>PC_ADDRESS2_ZIP</columns>
+    <filterScope>Everything</filterScope>
+    <filters>
+        <field>ACCOUNT.RECORDTYPE</field>
+        <operation>equals</operation>
+        <value>PersonAccount.Patient</value>
+    </filters>
+    <filters>
+        <field>EDRD_Ref_No__pc</field>
+        <operation>notEqual</operation>
+    </filters>
+    <label>EDRD - Enrolled Patients</label>
+    <sharedTo>
+        <role>Developer</role>
+        <roleAndSubordinatesInternal>EDRD_Admin</roleAndSubordinatesInternal>
+    </sharedTo>
+</ListView>
diff --git a/force-app/main/default/objects/Account/listViews/EDRD_Related_Providers.listView-meta.xml b/force-app/main/default/objects/Account/listViews/EDRD_Related_Providers.listView-meta.xml
@@ -0,0 +1,27 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<ListView xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>EDRD_Related_Providers</fullName>
+    <columns>ACCOUNT.NAME</columns>
+    <columns>Provider_Type__pc</columns>
+    <columns>Provider_Identifier__pc</columns>
+    <columns>ACCOUNT.PHONE1</columns>
+    <columns>ACCOUNT.PHONE2</columns>
+    <columns>PC_ADDRESS2_CITY</columns>
+    <columns>PC_ADDRESS2_ZIP</columns>
+    <filterScope>Everything</filterScope>
+    <filters>
+        <field>ACCOUNT.RECORDTYPE</field>
+        <operation>equals</operation>
+        <value>PersonAccount.Provider</value>
+    </filters>
+    <filters>
+        <field>Is_EDRD_Provider__pc</field>
+        <operation>equals</operation>
+        <value>1</value>
+    </filters>
+    <label>EDRD - Related Providers</label>
+    <sharedTo>
+        <role>Developer</role>
+        <roleAndSubordinatesInternal>EDRD_Admin</roleAndSubordinatesInternal>
+    </sharedTo>
+</ListView>
diff --git a/force-app/main/default/objects/Case/listViews/AC_Review.listView-meta.xml b/force-app/main/default/objects/Case/listViews/AC_Review.listView-meta.xml
@@ -24,7 +24,7 @@
         <operation>equals</operation>
         <value>0</value>
     </filters>
-    <label>EDRD AC Review</label>
+    <label>EDRD Cases - In AC Review</label>
     <sharedTo>
         <roleAndSubordinates>EDRD_Admin</roleAndSubordinates>
     </sharedTo>

diff --git a/force-app/main/default/objects/Case/listViews/All_EDRD_Cases.listView-meta.xml b/force-app/main/default/objects/Case/listViews/All_EDRD_Cases.listView-meta.xml
@@ -16,7 +16,7 @@
         <operation>equals</operation>
         <value>Case.EDRD</value>
     </filters>
-    <label>All EDRD Cases</label>
+    <label>EDRD - All Cases</label>
     <sharedTo>
         <roleAndSubordinatesInternal>EDRD_Admin</roleAndSubordinatesInternal>
     </sharedTo>

diff --git a/force-app/main/default/objects/Case/listViews/EDRD_Ministry_Queue_Case.listView-meta.xml b/force-app/main/default/objects/Case/listViews/EDRD_Ministry_Queue_Case.listView-meta.xml
@@ -14,7 +14,7 @@
         <operation>equals</operation>
         <value>Case.EDRD</value>
     </filters>
-    <label>EDRD MOH Queue</label>
+    <label>EDRD MOH Queue - Cases</label>
     <queue>EDRD_Ministry_Queue</queue>
     <sharedTo>
         <role>Developer</role>

diff --git a/force-app/main/default/objects/Case/listViews/EDRD_PSP_Closed_Queue.listView-meta.xml b/force-app/main/default/objects/Case/listViews/EDRD_PSP_Closed_Queue.listView-meta.xml
@@ -19,7 +19,7 @@
         <operation>equals</operation>
         <value>Funding Approved,Cancelled,Funding Denied</value>
     </filters>
-    <label>EDRD PSP Closed Queue</label>
+    <label>EDRD PSP Queue - Closed Cases</label>
     <queue>EDRD_PSP_Queue</queue>
     <sharedTo>
         <roleAndSubordinatesInternal>Developer</roleAndSubordinatesInternal>

diff --git a/force-app/main/default/objects/Case/listViews/EDRD_PSP_Queue_Case.listView-meta.xml b/force-app/main/default/objects/Case/listViews/EDRD_PSP_Queue_Case.listView-meta.xml
@@ -19,7 +19,7 @@
         <operation>equals</operation>
         <value>SC Review,AC Review,MOH Review,Received - Awaiting Verification</value>
     </filters>
-    <label>EDRD PSP Open Queue</label>
+    <label>EDRD PSP Queue - Open Cases</label>
     <queue>EDRD_PSP_Queue</queue>
     <sharedTo>
         <role>Developer</role>

diff --git a/force-app/main/default/objects/Case/listViews/MOH_Review.listView-meta.xml b/force-app/main/default/objects/Case/listViews/MOH_Review.listView-meta.xml
@@ -19,7 +19,7 @@
         <operation>equals</operation>
         <value>Case.EDRD</value>
     </filters>
-    <label>EDRD MOH Review</label>
+    <label>EDRD Cases - In MOH Review</label>
     <sharedTo>
         <roleAndSubordinates>EDRD_Admin</roleAndSubordinates>
     </sharedTo>

diff --git a/force-app/main/default/objects/Case/listViews/My_EDRD_Close_Cases.listView-meta.xml b/force-app/main/default/objects/Case/listViews/My_EDRD_Close_Cases.listView-meta.xml
@@ -22,7 +22,7 @@
         <operation>equals</operation>
         <value>1</value>
     </filters>
-    <label>My EDRD Closed Cases</label>
+    <label>EDRD - My Closed Cases</label>
     <sharedTo>
         <roleAndSubordinatesInternal>EDRD_Admin</roleAndSubordinatesInternal>
     </sharedTo>

diff --git a/force-app/main/default/objects/Case/listViews/My_EDRD_Closed_Cases_Portal.listView-meta.xml b/force-app/main/default/objects/Case/listViews/My_EDRD_Closed_Cases_Portal.listView-meta.xml
@@ -27,7 +27,7 @@
         <operation>equals</operation>
         <value>1</value>
     </filters>
-    <label>My EDRD Closed Cases-Provider</label>
+    <label>EDRD Provider - My Closed Cases</label>
     <sharedTo>
         <group>EDRD_Physicians</group>
     </sharedTo>

diff --git a/force-app/main/default/objects/Case/listViews/My_EDRD_Open_Cases.listView-meta.xml b/force-app/main/default/objects/Case/listViews/My_EDRD_Open_Cases.listView-meta.xml
@@ -20,7 +20,7 @@
         <operation>equals</operation>
         <value>Case.EDRD</value>
     </filters>
-    <label>My EDRD Open Cases</label>
+    <label>EDRD - My Open Cases</label>
     <sharedTo>
         <roleAndSubordinatesInternal>EDRD_Admin</roleAndSubordinatesInternal>
     </sharedTo>

diff --git a/force-app/main/default/objects/Case/listViews/My_EDRD_Open_Cases_Portal.listView-meta.xml b/force-app/main/default/objects/Case/listViews/My_EDRD_Open_Cases_Portal.listView-meta.xml
@@ -26,7 +26,7 @@
         <operation>equals</operation>
         <value>1</value>
     </filters>
-    <label>My EDRD Open Cases-Provider</label>
+    <label>EDRD Provider - My Open Cases</label>
     <sharedTo>
         <group>EDRD_Physicians</group>
     </sharedTo>

diff --git a/force-app/main/default/objects/Case/listViews/SC_Review.listView-meta.xml b/force-app/main/default/objects/Case/listViews/SC_Review.listView-meta.xml
@@ -24,7 +24,7 @@
         <operation>equals</operation>
         <value>0</value>
     </filters>
-    <label>EDRD SC Review</label>
+    <label>EDRD Cases - In SC Review</label>
     <sharedTo>
         <roleAndSubordinates>EDRD_Admin</roleAndSubordinates>
     </sharedTo>

diff --git a/force-app/main/default/objects/Contact/fields/Is_EDRD_Provider__c.field-meta.xml b/force-app/main/default/objects/Contact/fields/Is_EDRD_Provider__c.field-meta.xml
@@ -0,0 +1,11 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Is_EDRD_Provider__c</fullName>
+    <defaultValue>false</defaultValue>
+    <description>This field will be true when Provider has Cases which is of recordtype = EDRD</description>
+    <externalId>false</externalId>
+    <label>Is EDRD Provider</label>
+    <trackFeedHistory>false</trackFeedHistory>
+    <trackHistory>false</trackHistory>
+    <type>Checkbox</type>
+</CustomField>
diff --git a/force-app/main/default/permissionsets/EDRD_PS_MOH_Staff.permissionset-meta.xml b/force-app/main/default/permissionsets/EDRD_PS_MOH_Staff.permissionset-meta.xml
@@ -494,6 +494,11 @@
         <field>Contact.Fax</field>
         <readable>true</readable>
     </fieldPermissions>
+    <fieldPermissions>
+        <editable>true</editable>
+        <field>Contact.Is_EDRD_Provider__c</field>
+        <readable>true</readable>
+    </fieldPermissions>
     <fieldPermissions>
         <editable>false</editable>
         <field>Contact.Legacy_EDRD_Ref_No__c</field>

diff --git a/force-app/main/default/permissionsets/EDRD_PS_Operational_Support.permissionset-meta.xml b/force-app/main/default/permissionsets/EDRD_PS_Operational_Support.permissionset-meta.xml
@@ -592,6 +592,11 @@
         <field>Contact.Fax</field>
         <readable>true</readable>
     </fieldPermissions>
+    <fieldPermissions>
+        <editable>true</editable>
+        <field>Contact.Is_EDRD_Provider__c</field>
+        <readable>true</readable>
+    </fieldPermissions>
     <fieldPermissions>
         <editable>true</editable>
         <field>Contact.Legacy_EDRD_Ref_No__c</field>

diff --git a/force-app/main/default/permissionsets/EDRD_PS_PHSA_PSP_Staff.permissionset-meta.xml b/force-app/main/default/permissionsets/EDRD_PS_PHSA_PSP_Staff.permissionset-meta.xml
@@ -494,6 +494,11 @@
         <field>Contact.Fax</field>
         <readable>true</readable>
     </fieldPermissions>
+    <fieldPermissions>
+        <editable>true</editable>
+        <field>Contact.Is_EDRD_Provider__c</field>
+        <readable>true</readable>
+    </fieldPermissions>
     <fieldPermissions>
         <editable>false</editable>
         <field>Contact.Legacy_EDRD_Ref_No__c</field>

diff --git a/force-app/main/default/permissionsets/EDRD_PS_Standard_User.permissionset-meta.xml b/force-app/main/default/permissionsets/EDRD_PS_Standard_User.permissionset-meta.xml
@@ -472,6 +472,11 @@
         <field>Contact.Fax</field>
         <readable>true</readable>
     </fieldPermissions>
+    <fieldPermissions>
+        <editable>false</editable>
+        <field>Contact.Is_EDRD_Provider__c</field>
+        <readable>true</readable>
+    </fieldPermissions>
     <fieldPermissions>
         <editable>false</editable>
         <field>Contact.Legacy_EDRD_Ref_No__c</field>

diff --git a/force-app/main/default/permissionsets/EDRD_Super_User.permissionset-meta.xml b/force-app/main/default/permissionsets/EDRD_Super_User.permissionset-meta.xml
@@ -591,6 +591,11 @@
         <field>Contact.Fax</field>
         <readable>true</readable>
     </fieldPermissions>
+    <fieldPermissions>
+        <editable>true</editable>
+        <field>Contact.Is_EDRD_Provider__c</field>
+        <readable>true</readable>
+    </fieldPermissions>
     <fieldPermissions>
         <editable>true</editable>
         <field>Contact.Legacy_EDRD_Ref_No__c</field>

diff --git a/force-app/main/default/triggers/CaseTrigger.trigger b/force-app/main/default/triggers/CaseTrigger.trigger
@@ -12,6 +12,7 @@
                 19 Jan -  EDRD-338          -  Accenture   -  Update Funding Expiry and Extension Date
                 19 Jan-   EDRD-382			-  Accenture   -  Validate Eligibility Form Sign date and Eligibility form Attachment
                 20 Jun-   EDRD-764			-  Accenture   -  Populate EDRD Reference number
+                17 Oct-   EDRD-1010		    -  Accenture    -  Update Provider's - EDRD Checkbox On EDRD Case Insert
 ***********************************************************************************************/
 trigger CaseTrigger on Case (before insert, before update, after insert, after update) {    
 
@@ -27,6 +28,7 @@ trigger CaseTrigger on Case (before insert, before update, after insert, after u
                 }
             }
         }  
+        ESA_cls_caseTriggerHandler.UpdateProviderOnEDRDCase(trigger.new);
     }
 
     if(trigger.isBefore){