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anderson.pagtabunan

anderson.pagtabunan

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Processes/Sub-flows

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  • Task record is created multiple times after Gift Plege Status changed to Pending Review

Unit testing:

  1. Open an existing Gift record on an account where Pledge Status is not Pending Review

    1. Update Pledge Status to Pending Review

  2. Check that a Task record is created for Gift Administration group

...

  • Found that changes will be made even if change on field is not exactly changed.

Fix/Change:

Specific testing on this flow’s added criteria to check if Usyd_Gift_Driver_Derivation__c = false can only be done through debug of the flow as this is set to false when flow execution gets to USYD Gift Driver Derivation (subflow).

Unit testing:

  1. Open a gift record and set Usyd_Gift_Driver_Derivation__c to false through anonymous apex.

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  • Add a Filter Condition in getGiftImp (Get Record): where Stage does not equal to 5. GI - Kick Off.

Unit testing:

  1. Open a GIft Implementation record and make sure Stage is not 5. GI - Kick Off and Gift Pledge field is NOT populated with a GIft record.

  2. Navigate to the related Opportunity record and open any of its related Gift record.

  3. Do an update on the Gift record on any fields and save.

  4. Check the Gift Implementation record that the Stage is updated to 5. GI - Kick Off and Gift/Pledge field is populated.

...

Anchor
USYD-Update-Pledge-Status-(subflow)
USYD-Update-Pledge-Status-(subflow)
USYD Update Pledge Status (subflow)

Background of issue:

  • Logic is in a containing flow and must be subdivided for a more clear view of its function.

Fix/Change:

  • Translated in its own flow(subflow).

Unit testing:

Record Conditions

Result

Code Block
Gift > Balance Due is 0
Gift > Payments is 0
Gift > Pledge Status is Active
Gift > Recurring Gift is null

Gift > Status is updated to Paid

Code Block
Gift > Balance Due is 0
Gift > Payments is 0
Gift > Pledge Status is Active
Gift > Recurring Gift is not null
Gift > Recurring Gift > Date Ended is not null
Gift > Recurring Gift > Date Ended is less that or equal to current date

Gift > Status is updated to Paid

Code Block
Gift > Balance Due is 0
Gift > Payments is 0
Gift > Pledge Status is Active
Gift > Recurring Gift is not null
Gift > Recurring Gift > Date Ended is null
Gift > Recurring Gift > Type is Continuity Pledge with End Date

Gift > Status is updated to Paid

Code Block
Gift > Balance Due is greater than 0
Gift > Pledge Status is Paid

Gift > Status is updated to Active

Code Block
Gift > Balance Due is greater than 0
Gift > Pledge Status is null

Gift > Status is updated to Active

...

Anchor
USYD-Update-Credited-Contacts-and-GRC-Rollup-(subflow)
USYD-Update-Credited-Contacts-and-GRC-Rollup-(subflow)
USYD Update Credited Contacts and GRC Rollup (subflow)

Background of issue:

  • Logic is in a containing flow and must be subdivided for a more clear view of its function.

Fix/Change:

  • Translated in its own flow(subflow).

Unit testing:

...

Anchor
USYD-Update-Text-Area-Description-(subflow)
USYD-Update-Text-Area-Description-(subflow)
USYD Update Text Area Description (subflow)

Background of issue:

  • Logic is in a containing flow and must be subdivided for a more clear view of its function.

Fix/Change:

  • Translated in its own flow(subflow).

Unit testing:

...

Anchor
USYD-Gift-Driver-Derivation-(subflow)
USYD-Gift-Driver-Derivation-(subflow)
USYD Gift Driver Derivation (subflow)

Background of issue:

Fix/Change:

Unit testing: