Nonprofit Year End Tax Deductible Letter

yearEndGiftBatchTest

//Instructions
//In your developer console in your sandbox, find the class called yearEndGiftBatchTest
//and replace all the code with this code.
//You don't need to modify this code at all.

//Code by Jessie Rymph
//January 12, 2023
//Tests the Year End Gift Batch process using the YearEndtestDataFactory class
//https://wp.me/p9qPLI-1q8



@isTest
public class yearEndGiftBatchTest {
    
    @isTest static void positiveTest() {
        // Test data setup 
        // test for Gifts Last Year
        // Create contacts with opps through test utility
        Integer testNumC= 2;
        Integer testNumO = 2;
        contact[] cons = YearEndTestDataFactory.giftsLastYear(testNumC,testNumO);
        
        Test.startTest();
          yearEndTaxBatch yEGB = new yearEndTaxBatch();
          Id batchId = Database.executeBatch(yEGB);
        Test.stopTest();        
        List<Contact> contacts = new List<Contact>();

        for(Contact person : [SELECT Id, Gifts_Last_Year__c FROM Contact]) {
            if(person.Gifts_Last_Year__c.contains('Date')) {
                contacts.add(person);
            }
        }
        System.assertEquals(testNumC,contacts.size(),testNumC +' ');
       
    }
    
    @isTest static void negativeTest() {
        // Test data setup
        // Test that this years gifts do not go into Gifts Last Year
        // Create contacts with opps through test utility
        Integer testNumC=10;
        Integer testNumO = 12;
        contact[] cons = YearEndTestDataFactory.GiftsThisYear(testNumC,testNumO);
        
        Test.startTest();
          yearEndTaxBatch yEGB = new yearEndTaxBatch();
          Id batchId = Database.executeBatch(yEGB);
        Test.stopTest();        
        List<Contact> contacts = new List<Contact>();

        for(Contact person : [SELECT Id, Gifts_Last_Year__c FROM Contact]) {
           
            IF(person.Gifts_Last_Year__c != null) { 
                contacts.add(person);
            }
            
        }
        System.assertEquals(0,contacts.size(),'Expected none, got' + contacts.size());

    }
    
    @isTest static void notTaxDeductibleLastYear() {
        // Test gifts last year that are not tax deductible are not added
        // Create contacts with opps through test utility
        Integer testNumC=10;
        Integer testNumO = 12;
        contact[] cons = YearEndTestDataFactory.notTaxDeductibleGiftsLastYear(testNumC,testNumO);
        
        Test.startTest();
        yearEndTaxBatch yEGB = new yearEndTaxBatch();
        Id batchId = Database.executeBatch(yEGB);
        Test.stopTest();        
        List<Contact> contacts = new List<Contact>();
        
        for(Contact person : [SELECT Id, Gifts_Last_Year__c FROM Contact]) {
            
            IF(person.Gifts_Last_Year__c != null) { 
                contacts.add(person);
            }
            
        }
        System.assertEquals(0,contacts.size(),'Expected none, got' + contacts.size());
        
    }
    
    
}

yearEndTestDataFactory

//INSTRUCTIONS. In your dev console in your sandbox, open YearEndTestDataFactory. Replace it with this code below.
// This class is making sample data to test our apex. In line 26 we're giving an example of a contact who WOULD get a year end tax letter. 
//Go to Line 27 and find Gifts_Last_Year_Tax_Deductible__c=60. 
//Replace that field with whatever your criteria/example would be. If your field has a different name, use that instead. If it's a checkbox = true, put that in instead or add it in with a comma.
//if you have criteria for which opportunities should be included, go to Line 51 and change that to the right field name, or add it in with a comma.



//Code by Jessie Rymph
//January 17, 2023

//https://wp.me/p9qPLI-1q8

@isTest 
public class yearEndtestDataFactory {
    
    public static Id devRecordTypeId = Schema.SObjectType.Opportunity.getRecordTypeInfosByName().get('Donation').getRecordTypeId();
    
    //gifts last year
    public static List<Contact> GiftsLastYear(Integer numCts, Integer numOppsPerCt){
        //create Test Data
        Campaign camp = new Campaign (Name = 'Annual Fund');
        insert camp;
        
        List<Contact> cons = new List<Contact>();
        
        for(Integer i=0;i<numCts;i++) {
            Contact a = new Contact(LastName='Test'+i,Email='basket@gmail.com',Gifts_Last_Year_Tax_Deductible__c=60);
            Cons.add(a);
        }
        insert Cons;
        system.debug('insert' + cons);
        
        List<Opportunity> opps = new List<Opportunity>();
        
        for (Integer j=0;j<numCts;j++) {
            Contact connie = Cons[j];
            //get the year of last year. start by getting today's date.
            Date myDate = system.today();
            //get the year from the date
            Integer thisYear = myDate.year();
            //subtract one to make it last year
            Integer lastYear = thisYear - 1;
            //set a date variable for January 1 of last year. This will be the first gift date.
            Date janDate = Date.newInstance(lastyear, 1, 1);
            // For each contact just inserted, add opportunities
            for (Integer k=0;k<numOppsPerCt;k++) {
                opps.add(new Opportunity(Name=connie.Name + ' Opportunity ' + k,
                                         recordTypeid= devRecordTypeId,
                                         AccountId=connie.AccountId,
                                         StageName='Closed Won',
                                         tax_deductible__c=TRUE,
                                         CampaignId = camp.Id,
                                         //for each opp created use the JanDate variable, one month later
                                         CloseDate=janDate.addmonths(k),
                                         Amount=k+990,
                                         npsp__Primary_Contact__c=connie.Id));
            }
        }
        // Insert all opportunities for all accounts.
        insert opps;
        system.debug('all Test Opps created');
        return cons;
        
    }
    public static List<Contact> giftsThisYear(Integer numCts, Integer numOppsPerCt){
        //create Test Data with gifts that are this year
        Campaign camp = new Campaign (Name = 'Annual Fund');
        insert camp;
        
        List<Contact> cons = new List<Contact>();
        for(Integer i=0;i<numCts;i++) {
            Contact a = new Contact(LastName='Test'+i,Email='basket@gmail.com',npo02__OppAmountLastYear__c=40,  npo02__OppAmountThisYear__c=60);
            Cons.add(a);
        }
        insert Cons;
        system.debug('insert' + cons);
        
        List<Opportunity> opps = new List<Opportunity>();
        
        for (Integer j=0;j<numCts;j++) {
            Contact connie = Cons[j];
            //get today's date
            Date myDate = system.today();
            //get the year from the date
            Integer thisYear = myDate.year();
            //set a date variable for January 1 of this year. This will be the first gift date.
            Date janDate = Date.newInstance(thisyear, 1, 1);
            // For each contact just inserted, add opportunities
            for (Integer k=0;k<numOppsPerCt;k++) {
                opps.add(new Opportunity(Name=connie.Name + ' Opportunity ' + k,
                                         recordTypeid=devRecordTypeId,
                                         AccountId=connie.AccountId,
                                         StageName='Closed Won',
                                         CampaignId = camp.id,
                                         //for each opp created use the JanDate variable and add one year
                                         CloseDate=janDate.addyears(k),
                                         Amount=k+990,
                                         npsp__Primary_Contact__c=connie.Id));
            }
        }
        // Insert all opportunities for all accounts.
        insert opps;
        system.debug('all Test Opps created');
        return cons;
        
    }
        
    //gifts two years ago
    public static List<Contact> gifts2YearsAgo(Integer numCts, Integer numOppsPerCt){
        //create Test Data
        Campaign camp = new Campaign (Name = 'Annual Fund');
        insert camp;
        
        List<Contact> cons = new List<Contact>();
        
        for(Integer i=0;i<numCts;i++) {
            Contact a = new Contact(LastName='Test'+i,Email='basket@gmail.com',npo02__OppAmountLastYear__c=40,  npo02__OppAmountThisYear__c=60);
            Cons.add(a);
        }
        insert Cons;
        system.debug('insert' + cons);
        
        List<Opportunity> opps = new List<Opportunity>();
        
        for (Integer j=0;j<numCts;j++) {
            Contact connie = Cons[j];
            //get the year of last year. start by getting today's date.
            Date myDate = system.today();
            //get the year from the date
            Integer thisYear = myDate.year();
            //subtract one to make it last year
            Integer twoYears = thisYear - 2;
            //set a date variable for January 1 of last year. This will be the first gift date.
            Date janDate = Date.newInstance(twoYears, 1, 1);
            // For each contact just inserted, add opportunities
            for (Integer k=0;k<numOppsPerCt;k++) {
                opps.add(new Opportunity(Name=connie.Name + ' Opportunity ' + k,
                                         recordTypeid= devRecordTypeId,
                                         AccountId=connie.AccountId,
                                         StageName='Closed Won',
                                         CampaignId = camp.Id,
                                         //for each opp created use the JanDate variable, one month later
                                         CloseDate=janDate.addmonths(k),
                                         Amount=k+990,
                                         npsp__Primary_Contact__c=connie.Id));
            }
        }
        // Insert all opportunities for all accounts.
        insert opps;
        system.debug('all Test Opps created');
        return cons;
        
    }
    public static List<Contact> notTaxDeductibleGiftsLastYear(Integer numCts, Integer numOppsPerCt){
        //create Test Data
        Campaign camp = new Campaign (Name = 'Annual Fund');
        insert camp;
        
        List<Contact> cons = new List<Contact>();
        
        for(Integer i=0;i<numCts;i++) {
            Contact a = new Contact(LastName='Test'+i,Email='basket@gmail.com',npo02__OppAmountLastYear__c=40);
            Cons.add(a);
        }
        insert Cons;
        system.debug('insert' + cons);
        
        List<Opportunity> opps = new List<Opportunity>();
        
        for (Integer j=0;j<numCts;j++) {
            Contact connie = Cons[j];
            //get the year of last year. start by getting today's date.
            Date myDate = system.today();
            //get the year from the date
            Integer thisYear = myDate.year();
            //subtract one to make it last year
            Integer lastYear = thisYear - 1;
            //set a date variable for January 1 of last year. This will be the first gift date.
            Date janDate = Date.newInstance(lastyear, 1, 1);
            // For each contact just inserted, add opportunities
            for (Integer k=0;k<numOppsPerCt;k++) {
                opps.add(new Opportunity(Name=connie.Name + ' Opportunity ' + k,
                                         recordTypeid= devRecordTypeId,
                                         AccountId=connie.AccountId,
                                         StageName='Closed Won',
                                         tax_deductible__c=TRUE,
                                         CampaignId = camp.Id,
                                         //for each opp created use the JanDate variable, one month later
                                         CloseDate=janDate.addmonths(k),
                                         Amount=k+990,
                                         npsp__Primary_Contact__c=connie.Id));
            }
        }
        // Insert all opportunities for all accounts.
        insert opps;
        system.debug('all Test Opps created');
        return cons;
        
    }
    
}