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Matching metadata fix#642

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tcdahlberg wants to merge 3 commits intomasterfrom
matching_metadata_fix
Open

Matching metadata fix#642
tcdahlberg wants to merge 3 commits intomasterfrom
matching_metadata_fix

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@tcdahlberg tcdahlberg commented Feb 23, 2026

Critical Changes

Changes

  • Custom meta data contact matching mapping in concert with matching rules were not honoring the matching only flag and were copying matching only data into the created new contact (lead/person account). matching only fields are now removed from created object
  • QR code in the formula for the field Registrant_Id_QR_Code__c was not rendering correctly in transactional email. This bug has been fixed

Issues Closed

Copilot AI review requested due to automatic review settings February 23, 2026 20:13
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Pull request overview

This pull request addresses two critical bugs in the Summit Events application:

  1. Matching metadata fix: Custom metadata contact matching mappings were incorrectly copying "matching only" fields into newly created contacts, leads, and person accounts. The fix introduces a new removeMatchOnlyFields method that filters out these fields before record creation.

  2. QR code rendering fix: QR code images in transactional emails were not rendering correctly. The fix refactors the email template processing to properly handle image encoding (using the _IM1_ to _IM5_ format) and improves link encoding handling.

Changes:

  • Added removeMatchOnlyFields method to filter out matching-only fields before creating new Contact/Lead/Account records
  • Updated SOQL query to include Matching_Only__c field in mapping retrieval
  • Refactored email template processing to handle image encoding for QR codes
  • Added comprehensive unit tests for the new removeMatchOnlyFields functionality
  • Fixed typo in method name from savTask to saveTask

Reviewed changes

Copilot reviewed 4 out of 4 changed files in this pull request and generated 4 comments.

File Description
force-app/main/default/classes/SummitEventsContactMatching.cls Implements removeMatchOnlyFields method and getFieldAPINameForObjectType helper; updates SOQL to include Matching_Only__c field
force-app/test/default/classes/SummitEventsContactMatching_TEST.cls Adds comprehensive unit tests for removeMatchOnlyFields covering Contact, Lead, Account, and edge cases
force-app/main/default/classes/SummitEventsRegistration.cls Refactors email template processing to handle image encoding (_IM1_ format) and improves link encoding logic; fixes savTask typo
force-app/test/default/classes/SummitEventsRegistration_TEST.cls Updates test to include QR code field reference in email content

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