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589 enhance appointment limits #628

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fc795af
appointment registration limit
DavidCuentasMar Oct 21, 2025
9aa7b45
Merge branch 'SFDO-Community:master' into 589-enhance-appointment-lim…
DavidCuentasMar Jan 9, 2026
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3 changes: 2 additions & 1 deletion force-app/main/default/classes/SummitEventsReadShared.cls
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Original file line number Diff line number Diff line change
Expand Up @@ -227,7 +227,8 @@ public without sharing class SummitEventsReadShared {
return new Map<Id, Summit_Events_Appointment_Type__c>([
SELECT Id, Name, Title__c, Description__c, Appointment_Type__c, Appointment_Category__c, Appointment_Limits__c, Chosen_State__c,
Registrant_Input__c, Custom_Picklist__c, Sort_Order__c, Auto_Confirm_Appointment__c, Auto_add_building__c, Auto_Add_Time__c, Do_Not_Show_Time__c,
Date_Available_Start__c, Date_Available_End__c, Day_of_Week_Availability__c, Required_Appointment__c, Appointment_Type_Status__c
Date_Available_Start__c, Date_Available_End__c, Day_of_Week_Availability__c, Required_Appointment__c, Appointment_Type_Status__c,
Enforce_Registrations_Limit__c, Appointment_Registrations_Limit__c
FROM Summit_Events_Appointment_Type__c
WHERE Summit_Events__c = :eventId
AND (Restrict_To_Instance_Title__r.Instance_Title__c = :instanceTitle OR Restrict_To_Instance_Title__r.Instance_Title__c = NULL)
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29 changes: 29 additions & 0 deletions force-app/main/default/classes/SummitEventsRegisterAppointmentCtlr.cls
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Expand Up @@ -58,6 +58,8 @@ public with sharing class SummitEventsRegisterAppointmentCtlr {
//Build available appointments
appointments = SummitEventsREadShared.getAppointmentTypesByEventId(eventInformation.eventId, evtInstance.Instance_Title__c, evtInstance.Instance_Start_Date__c, evtInstance.Instance_End_Date__c, dayOfWeek);

removeAppointmentsWithExceedingRegistrationLimit(appointments, evtInstance);

formattedNavDate = SummitEventsShared.navBreadcrumbBuilder(evtInstance);

//Check if the user gets to select any appointments or they are all auto added
Expand Down Expand Up @@ -224,6 +226,33 @@ public with sharing class SummitEventsRegisterAppointmentCtlr {
return pageFlow.get('Previous');
}

private static void removeAppointmentsWithExceedingRegistrationLimit(Map<Id, Summit_Events_Appointment_Type__c> appointments, Summit_Events_Instance__c evtInstance){
AggregateResult[] eventAppointmentCounts = [
SELECT Count(Id) aCount, Event_Appointment_Type__c
FROM Summit_Events_Appointments__c
WHERE Event_Appointment_Type__r.Enforce_Registrations_Limit__c = TRUE
AND Event_Registration__r.Event_Instance__c =: evtInstance.Id
GROUP BY Event_Appointment_Type__c
];

Map<Id, Integer> appointmentTypeIdMapToCount = new Map<Id, Integer>();
for (AggregateResult ar : eventAppointmentCounts) {
appointmentTypeIdMapToCount.put((Id) ar.get('Event_Appointment_Type__c'), (Integer) ar.get('aCount'));
}

List<Id> unavailableAppointments = new List<Id>();
for(Summit_Events_Appointment_Type__c apt : appointments.values()){
if(apt.Enforce_Registrations_Limit__c && appointmentTypeIdMapToCount.containsKey(apt.Id)){
if(appointmentTypeIdMapToCount.get(apt.Id) >= apt.Appointment_Registrations_Limit__c){
unavailableAppointments.add(apt.Id);
}
}
}
for(Id unavailableAppointmentId : unavailableAppointments){
appointments.remove(unavailableAppointmentId);
}
}

/**
* Summit Events is a multi-step, guest user, registration solution so CRUD work needs to be done on records where guest record ownership is lost between steps.
* The security aspects of guest record updating is achieved by:
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8 changes: 8 additions & 0 deletions ...ummit_Events_Appointment_Type__c-Summit Events Appointment Default Layout.layout-meta.xml
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Expand Up @@ -19,6 +19,14 @@
<behavior>Required</behavior>
<field>Title__c</field>
</layoutItems>
<layoutItems>
<behavior>Edit</behavior>
<field>Appointment_Registrations_Limit__c</field>
</layoutItems>
<layoutItems>
<behavior>Edit</behavior>
<field>Enforce_Registrations_Limit__c</field>
</layoutItems>
</layoutColumns>
<layoutColumns>
<layoutItems>
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13 changes: 13 additions & 0 deletions ...ummit_Events_Appointment_Type__c/fields/Appointment_Registrations_Limit__c.field-meta.xml
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@@ -0,0 +1,13 @@
<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Appointment_Registrations_Limit__c</fullName>
<defaultValue>9999</defaultValue>
<externalId>false</externalId>
<label>Appointment Registrations Limit</label>
<precision>18</precision>
<required>false</required>
<scale>0</scale>
<trackTrending>false</trackTrending>
<type>Number</type>
<unique>false</unique>
</CustomField>
8 changes: 8 additions & 0 deletions ...ts/Summit_Events_Appointment_Type__c/fields/Enforce_Registrations_Limit__c.field-meta.xml
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@@ -0,0 +1,8 @@
<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Enforce_Registrations_Limit__c</fullName>
<defaultValue>false</defaultValue>
<label>Enforce Registrations Limit</label>
<trackTrending>false</trackTrending>
<type>Checkbox</type>
</CustomField>
10 changes: 10 additions & 0 deletions force-app/main/default/permissionsets/Summit_Events_Admin.permissionset-meta.xml
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Expand Up @@ -87,6 +87,11 @@
<field>Summit_Events_Appointment_Type__c.Appointment_Limits__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Summit_Events_Appointment_Type__c.Appointment_Registrations_Limit__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Summit_Events_Appointment_Type__c.Appointment_Type__c</field>
Expand Down Expand Up @@ -142,6 +147,11 @@
<field>Summit_Events_Appointment_Type__c.Do_Not_Show_Time__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Summit_Events_Appointment_Type__c.Enforce_Registrations_Limit__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Summit_Events_Appointment_Type__c.Registrant_Input__c</field>
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10 changes: 10 additions & 0 deletions force-app/main/default/permissionsets/Summit_Events_Registrant.permissionset-meta.xml
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Expand Up @@ -105,6 +105,16 @@
<field>Summit_Events_Appointment_Type__c.Required_Appointment__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>false</editable>
<field>Summit_Events_Appointment_Type__c.Enforce_Registrations_Limit__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>false</editable>
<field>Summit_Events_Appointment_Type__c.Appointment_Registrations_Limit__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>false</editable>
<field>Summit_Events_Appointment_Type__c.Restrict_To_Instance_Title__c</field>
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5 changes: 5 additions & 0 deletions force-app/test/default/classes/SummitEventsRegisterAppointment_TEST.cls
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Expand Up @@ -11,6 +11,10 @@ private class SummitEventsRegisterAppointment_TEST {
List<Summit_Events_Instance__c> seaTestInstances = SummitEventsTestSharedDataFactory.createTestEvent();
Summit_Events_Registration__c seaTestRegistration = SummitEventsTestSharedDataFactory.createEventRegistration(seaTestInstances[1], 'TestFirst', 'TestLast', 'test@valleyhill.net', '55418', '1971-03-22', '2012', null);
List<Summit_Events_Appointment_Type__c> testAppointmentTypes = SummitEventsTestSharedDataFactory.createAppointmentTypes(seaTestInstances[1].Event__c);
Summit_Events_Appointment_Type__c limitedAppointType = testAppointmentTypes[0];
limitedAppointType.Appointment_Registrations_Limit__c = 1;
limitedAppointType.Enforce_Registrations_Limit__c = true;
update limitedAppointType;

User testUser = SummitEventsTestSharedDataFactory.userToRunWith('Standard User', 'Summit_Events_Registrant');

Expand Down Expand Up @@ -70,6 +74,7 @@ private class SummitEventsRegisterAppointment_TEST {
//run constructor again to simulate page load after save
seaTestRegistration.UG_Event_Appointments__r.add(new Summit_Events_Appointments__c(Client_Created_Appointment__c = true));
optionsCtrl = new SummitEventsRegisterAppointmentCtlr();
System.assertEquals(optionsCtrl.appointments.size(), 4);
Test.stopTest();
}
}
Expand Down