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Introduction

This article summarizes possible solutions for different use cases of passing on values within Quote’s different calculation logics. Some of the use cases can be found here on confluence in articles, comments or in teams chat. We tried to implement all the use cases for our internal PoC’s and we encountered several obstacles while doing so.

We tried to describe possible solutions, some obstacles or wrong ways how to do it. Please feel free to comment the solutions, add wider explanations, or if you know better way how to do some of the use cases or feel strong about some use case that we should not try to implement it at all, please share the knowledge in comments.

Calculation logic architecture prerequisities:

How different logics are executed from the Quote perspective:

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Syntax Check

This dry run is used to discover inputs in the line item. Most of other api calls are mocked. Be aware that syntax check dry run is executed only once in case of adding a new line item.

Other logics executable from quote

There are two other logics, which can be executed from header logics:

• Configurator Logic

  • logic is executed after clicking on the Open Button of Configurator

    

    After clicking on save button of Pop up Configurator, new Configurator value is saved to Quote object. (quote object is what you get by calling quoteProcessor.getQuoteView()). But you cannot work with the values until Quote is recalculated. Why? All logic knows only the old quote object since all other calculation logics finished before Configurator logic was executed. You must press recalculate button or set automatic recalculation, please read the article how to recalculate a quote automatically.

• Template Logic

  • logic is executed after clicking to download PDF button.

  • from template logic whole quote object is accessible through api.getCurrentItem().

Summary of passing values between different types of logics

Use case 1: Quote Header Logic Configurator → Quote Header Logic

Step 1: Create Configurator button in header logic

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{QuoteFeatures=[{Name=firstLineName, firstLineDescr, selected=false}]

Use case 2: Quote Header Logic → Quote Header Logic Configurator

Step 1: Create header input field.

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The QuoteFeatures object is automatically mapped to input matrix so the passed values are displayed in input matrix and I can use PassedValue for whenever purpose I need (f.e. conditional field showing)

Use case 3: Quote Header Logic -> Line Item logic

Solution for this use case is easy: api.global

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Instead of api.retainGlobal = true you can set set flag “api.retainGlobal defaults to TRUE” in configuration of partition (Admin->Configuration->General Settings) to true.

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Use case 4: Quote Line Item Logic → Quote Header Logic

This can be useful e.g. if you want to calculate summary on header level or display summary chart on Custom Quote Header.

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if(quoteProcessor.isPostPhase()){
  def lineItems = quoteProcessor.getQuoteView().lineItems  
  lineItems.each{ lineItem ->
    
    def sku= lineItem.sku
    def outputItems = lineItem.outputs
    def value = outputItems.find{ it.resultName == "LineItemValue"}?.result
    api.trace("result", "sku: " +sku + " value: "+ value);    
  }  
}

Use case 5: Quote Header Logic → Publishing (Preprocessing) Logic

If you are using publishing templates for quotes, you have to pass data to preprocessing (publishing) logic. Simply call api.currentItem from preprocessing logic to get full quote view.

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Note: data will be available in preprocessing logic after the quote was saved, not before.

Use case 6: Quote Header Configurator -> Line Item Logic

From configurator logic you don’t have direct access to quote object. This means you have to pass values from header logic to line item logic.

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Without priceEntityAfterSave set up to true the recalculate button has to be pressed after saving values in Configurator.

Use case 7: Line Item Logic - Quote Header Configurator Logic

To read values from line item logic we can use logic from Use case 4: Quote Line Item Logic → Quote Header Logic

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Now when you click on configurator button, you will have values from line items available in that configurator.

Use case 8: Quote Header Logic Configurator → Line Item Logic Configurator

This may be useful if you want for example to set generic parameters in quote header configurator and then have pre-filled configurator on each line item, to edit the values for each line item separately.

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In this case quote recalculation will not help, as during recalculation, there is no syntax check. So let’s talk about workaround.

Workaround - Create Line Item Configurator on Quote Header

Create a configurator for line items from header logic and pass it to line items via addOrUpdate function.

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In this case, line item configurator will always have the same values as quote header configurator. Any change in line item configurator will be overwritten on quote recalculation. If you want to keep changes done on item level, you have to merge it with header value, before you set them via addOrUpdateInput.

Use case 9: Quote Line Item Configurator → Quote Header Configurator

The principles are same as in Use case 7: Line Item Logic -> Quote Header Configurator Logic

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    def quote = quoteProcessor.getQuoteView()
    def lineItems = quote?.lineItems
    
    lineItems.each { lineItem ->
        def inputItems = lineItem.inputs
        def value = inputItems.find { it.name == "ConfiguratorName" }?.value
        sum = sum + value?.configuratorFieldValue? : 0
    }

Use case 10: Line Item Logic → Line Item Logic Configurator

It is possible to add default values to line item configurator from line item logic using following code:

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Problem here is function api.getParameter("Configurator A"). It returns Configurator object only in case that configurator was not open before and has no value in value property. Same is with f.e. stringuserentry, while is empty you can get userEntry object by calling api.getParameter. After you fill it in, no object is returned to you.

Workaround / Solution

To dynamically fill in configurators in line calculation logic, you have to update it using header logic. Basically follow the instructions in Use case 4: Quote Line Item Logic → Quote Header Logic and update configurator values while iterating.

Possible design troubles

“Add new line item” architecture awareness

Some of the use cases above are implemented with header logic updating line items.

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