Class Name: DailyMembershipUtil

Last Updated: 2025-10-22 Source Code: https://github.com/AANP-IT/I2C.Salesforce.Metadata/blob/STAGING/force-app/main/default/classes/DailyMembershipUtil.cls

API Name: DailyMembershipUtil Type: Utility Test Coverage: Target 90%+

Business Purpose

The DailyMembershipUtil class provides shared utility methods for the daily membership processing system. It centralizes membership query logic, configuration retrieval, and error logging patterns used by both DailyMembershipStatusBatch and DailyMembershipAccountsBatch.

Class Overview

• Scope/Sharing: with sharing - Respects record-level security
• Key Responsibilities:
• Retrieve active memberships by account and product family
• Retrieve memberships starting today
• Provide grace period configuration from custom metadata
• Handle partial-success DML operations with error logging

Design Philosophy

This utility class follows the DRY (Don't Repeat Yourself) principle by extracting common logic from batch jobs into reusable methods. The safeUpdate method implements resilient error handling that allows batch processing to continue even when individual records fail.

Public Methods

getGraceDays

public static Integer getGraceDays()

Purpose: Retrieves the membership grace period (in days) from custom metadata, with a default fallback of 30 days.

Parameters: None

Returns: Integer - Number of days for grace period (default: 30)

Business Logic: 1. Metadata Query: Queries Environment_Settings__mdt for grace period configuration (line 5-6) 2. Null Handling: Returns 30 if Value__c is null (line 7) 3. Exception Handling: Returns 30 if any exception occurs during query (line 8-10)

Issues/Concerns: - ⚠️ No LIMIT Check: Query uses LIMIT 1 but doesn't specify which record (line 6) - ⚠️ Silent Exception: Swallows all exceptions without logging (line 8-10) - ⚠️ Generic Metadata Name: No WHERE clause - relies on only one record existing - ℹ️ Safe Default: 30-day default is reasonable fallback - ⚠️ Test Detection Missing: No way to inject test value without custom metadata

Recommended Improvements:

public static Integer getGraceDays() {
    try {
        List<Environment_Settings__mdt> settings = [
            SELECT Value__c
            FROM Environment_Settings__mdt
            WHERE DeveloperName = 'Membership_Grace_Period'
            LIMIT 1
        ];

        if (settings.isEmpty() || settings[0].Value__c == null) {
            return 30;
        }

        return Integer.valueOf(settings[0].Value__c);
    } catch (Exception e) {
        System.debug(LoggingLevel.WARN, 'Failed to retrieve grace period: ' + e.getMessage());
        return 30;
    }
}

getActiveMembershipByAccount

public static Map<Id, Membership__c> getActiveMembershipByAccount(
    Set<Id> accountIds,
    Date today,
    String productFamily
)

Purpose: Retrieves the most recent active membership for each account filtered by product family (e.g., "Membership" or "Fellows Dues").

Parameters: - accountIds (Set) - Account record IDs to query - today (Date) - Reference date for "active" determination - productFamily (String) - Product family filter (uses LIKE '%{value}%')

Returns: Map<Id, Membership__c> - Map of Account ID → Membership record (one per account, latest end date wins)

Business Logic: 1. Empty Set Guard: Returns empty map if no account IDs provided (line 15) 2. Active Membership Query: Finds memberships where: - Account_Name__c in provided set - Start_Date__c <= today (membership has started) - End_Date__c >= today (membership not yet ended) - Product_Family__c contains the search term (line 24) 3. Latest Wins: Orders by End_Date__c DESC and keeps first match per account (line 25-30) 4. Deduplication: Uses containsKey check to prevent overwriting (line 28)

Issues/Concerns: - ⚠️ LIKE '%value%' Pattern: Line 24 uses substring matching - may return unexpected results - Example: "Membership" matches "Test Membership Program" - ⚠️ No Status Filter: Doesn't check Status__c field - may return "Expired" or "Cancelled" records - ⚠️ ORDER BY Without LIMIT: Relies on map deduplication instead of LIMIT per account - ✅ Bulk-Safe: Handles multiple accounts in single query - ✅ Null-Safe: Checks for empty input set

Example Results:

// Input
Set<Id> accIds = new Set<Id>{acc1.Id, acc2.Id};
Date today = Date.today();

// Query might return:
// acc1 → Membership (AANP) ending 2025-12-31
// acc2 → Membership (Individual) ending 2024-06-30

Map<Id, Membership__c> results = getActiveMembershipByAccount(
    accIds, today, 'Membership'
);

getStartTodayMembershipByAccount

public static Map<Id, Membership__c> getStartTodayMembershipByAccount(
    Set<Id> accountIds,
    Date today
)

Purpose: Retrieves active memberships that are starting today, used to trigger immediate account updates for new memberships.

Parameters: - accountIds (Set) - Account record IDs to query - today (Date) - Reference date for start date comparison

Returns: Map<Id, Membership__c> - Map of Account ID → Membership record (one per account)

Business Logic: 1. Empty Set Guard: Returns empty map if no account IDs provided (line 37) 2. Start Today Query: Finds memberships where: - Account_Name__c in provided set - Start_Date__c = today (exact match) - Status__c = 'Active' (line 45) - End_Date__c >= today (not already expired - redundant check) 3. Single Match Per Account: Last record in query wins if multiple exist (line 47)

Issues/Concerns: - ⚠️ No Duplicate Handling: If multiple memberships start today for same account, last one wins silently - ⚠️ Redundant Check: End_Date__c >= today redundant since Start_Date__c = today (line 46) - ⚠️ Missing ORDER BY: Non-deterministic results if duplicates exist - ✅ Bulk-Safe: Handles multiple accounts in single query - ✅ Status Filter: Properly filters to Active status

Recommended Addition:

// Add ORDER BY to make deterministic
FROM Membership__c
WHERE Account_Name__c IN :accountIds
AND Start_Date__c = :today
AND Status__c = 'Active'
AND End_Date__c >= :today
ORDER BY End_Date__c DESC, CreatedDate DESC

safeUpdate

public static void safeUpdate(List<SObject> recs, String contextLabel)

Purpose: Performs partial-success DML update with automatic error logging to Flow_Error_Log__c for failed records.

Parameters: - recs (List) - Records to update (can be any SObject type) - contextLabel (String) - Context identifier for error logs (e.g., "DailyMembershipStatusBatch")

Returns: void - No return value (errors logged to custom object)

Business Logic: 1. Null/Empty Guard: Returns immediately if no records to update (line 53) 2. Partial Success DML: Uses Database.update(recs, false) to allow partial success (line 59) 3. Failure Detection: Iterates through SaveResults to identify failures (line 61-84) 4. Error Logging: Creates Flow_Error_Log__c records for each error: - Object-Specific Lookups: Populates SubscriptionId__c, MembershipId__c, or AccountId__c (lines 71-73) - Generic Context: Populates ObjectName__c, ErrorMessage__c, FlowName__c (lines 76-79) - Timestamp: Records FlowRunDateTime__c (line 78) 5. Exception Handling: Catches list-level exceptions (e.g., duplicate IDs) and logs them (line 85-93) 6. Log Insertion: Inserts error logs with silent exception handling (line 96)

Issues/Concerns: - ⚠️ Silent Log Insertion Failure: Line 96 swallows log insertion exceptions - errors may be lost - ⚠️ Limited Object Support: Only handles Subscription, Membership, Account lookups (line 71-73) - ⚠️ No Success Reporting: Doesn't return count of successful vs failed records - ✅ Resilient Pattern: Allows batch processing to continue after failures - ✅ Detailed Error Capture: Captures error message, object type, and record ID - ⚠️ Naming Mismatch: FlowName__c field used for batch context (legacy naming)

Example Usage:

List<Account> accountsToUpdate = new List<Account>{
    new Account(Id = acc1.Id, Name = 'Updated Name'),
    new Account(Id = acc2.Id, Name = 'Another Name')
};

// Updates all possible, logs failures
DailyMembershipUtil.safeUpdate(
    accountsToUpdate,
    'MyBatchJob apexClass'
);

// Check logs:
// SELECT * FROM Flow_Error_Log__c WHERE FlowName__c = 'MyBatchJob apexClass'

Recommended Improvements:

public static Database.SaveResult[] safeUpdate(List<SObject> recs, String contextLabel) {
    if (recs == null || recs.isEmpty()) return new List<Database.SaveResult>();

    List<Flow_Error_Log__c> logs = new List<Flow_Error_Log__c>();
    Database.SaveResult[] srList = Database.update(recs, false);

    for (Integer i = 0; i < srList.size(); i++) {
        if (!srList[i].isSuccess()) {
            // ... existing error logging ...
        }
    }

    if (!logs.isEmpty()) {
        Database.SaveResult[] logResults = Database.insert(logs, false);
        // Log failures to System.debug if even error logging fails
        for (Integer i = 0; i < logResults.size(); i++) {
            if (!logResults[i].isSuccess()) {
                System.debug(LoggingLevel.ERROR, 'Failed to insert error log: ' + logs[i]);
            }
        }
    }

    return srList; // Return results for caller inspection
}

Dependencies

Salesforce Objects

• Membership__c (Custom Object)
• Fields: Id, Account_Name__c, Status__c, Start_Date__c, End_Date__c, Member_Type__c, Membership_Category__c, Product_Family__c, Subcription__c
• Access: Read (SELECT queries)
• Subscription__c (Custom Object)
• Fields: Id, Status__c
• Access: Write (UPDATE via safeUpdate)
• Account (Standard Object)
• Fields: Various membership-related fields
• Access: Write (UPDATE via safeUpdate)
• Flow_Error_Log__c (Custom Object)
• Fields: ObjectName__c, ErrorMessage__c, FlowRunDateTime__c, FlowName__c, SubscriptionId__c, MembershipId__c, AccountId__c
• Access: Create (INSERT)

Custom Settings/Metadata

• Environment_Settings__mdt (Custom Metadata Type)
• Fields: Value__c
• Purpose: Stores grace period configuration
• Expected Record: Single record with grace period days in Value__c

Other Classes

• DailyMembershipAccountsBatch: Calls getActiveMembershipByAccount, getStartTodayMembershipByAccount, safeUpdate
• DailyMembershipStatusBatch: Calls getGraceDays, safeUpdate

External Services

• None

Design Patterns

1. Utility Class Pattern: Static methods with no instance state
2. Partial Success DML: Database.update(recs, false) allows individual record failures
3. Error Aggregation: Collects all errors before single log insertion
4. Configuration Externalization: Grace period stored in custom metadata instead of hardcoded
5. Query Result Map: Converts query results to Account ID → Membership maps for efficient lookup

Governor Limits Considerations

Current Impact (Per Transaction)

getGraceDays()

• SOQL Queries: 1 query (LIMIT 1)
• SOQL Rows: 1 row maximum

getActiveMembershipByAccount()

• SOQL Queries: 1 query (regardless of accountIds size)
• SOQL Rows: Variable (depends on matching memberships)
• Heap Size: Proportional to number of accounts × average memberships per account

getStartTodayMembershipByAccount()

• SOQL Queries: 1 query (regardless of accountIds size)
• SOQL Rows: Variable (typically low - only today's start dates)

safeUpdate()

• DML Statements: 2 (1 update + 1 error log insert)
• DML Rows:
• Update: recs.size() rows
• Insert: Variable (only failed record errors)
• SOQL Queries: 0 (no queries)

Scalability Analysis

• ✅ Bulk-Safe Queries: All query methods use IN clauses for bulk processing
• ✅ Single Query Pattern: One query per method regardless of input size
• ⚠️ Partial Success Overhead: Error logging adds DML statement for failures
• ⚠️ No Batch Size Limit: Methods don't enforce maximum accountIds set size
• ✅ Efficient Map Structure: Deduplicates results in memory rather than multiple queries

Recommendations

1. Add Batch Size Validation:

   if (accountIds.size() > 10000) {
       throw new IllegalArgumentException('accountIds set exceeds 10,000 limit');
   }
   

2. Consider Queueable for Large Error Logs: If many failures occur, error log insertion could hit DML limits

Error Handling

Exception Types Thrown

• None - All methods return default values or void on errors

Exception Types Caught

• getGraceDays(): Catches Exception → Returns 30
• safeUpdate(): Catches Exception during DML → Logs to Flow_Error_Log__c
• safeUpdate(): Catches Exception during log insertion → Silent failure

Error Handling Gaps

1. Silent Metadata Query Failure: getGraceDays() doesn't log when metadata query fails
2. Lost Error Logs: If Flow_Error_Log__c insertion fails, errors are completely lost
3. No Caller Notification: safeUpdate() doesn't return success/failure indicators

Recommended Improvements

public static Integer getGraceDays() {
    try {
        Environment_Settings__mdt cfg = [
            SELECT Value__c
            FROM Environment_Settings__mdt
            WHERE DeveloperName = 'Membership_Grace_Period'
            LIMIT 1
        ];
        return (cfg.Value__c != null) ? Integer.valueOf(cfg.Value__c) : 30;
    } catch (Exception e) {
        // Log configuration retrieval failure
        System.debug(LoggingLevel.WARN, 'Failed to retrieve grace period config: ' + e.getMessage());
        return 30;
    }
}

public static Database.SaveResult[] safeUpdate(List<SObject> recs, String contextLabel) {
    // ... existing logic ...

    if (!logs.isEmpty()) {
        try {
            Database.SaveResult[] logResults = Database.insert(logs, false);
            for (Database.SaveResult sr : logResults) {
                if (!sr.isSuccess()) {
                    System.debug(LoggingLevel.ERROR, 'Error log insertion failed: ' + sr.getErrors());
                }
            }
        } catch (Exception e) {
            System.debug(LoggingLevel.FATAL, 'Critical: Cannot insert error logs: ' + e.getMessage());
        }
    }

    return srList; // Allow caller to inspect results
}

Security Considerations

Sharing Model

• WITH SHARING: Respects record-level security for all queries and DML
• Implication: Batch jobs must run in system context or with appropriate permissions
• Recommended: Use System.runAs() in tests to verify sharing behavior

FLS Considerations

• ⚠️ No FLS Checks: Methods don't validate field-level security
• Risk: Could query/update fields user shouldn't access
• Mitigation: Batch jobs typically run as system user with all permissions
• Recommendation: Add isAccessible()/isUpdateable() checks if called from user context

Data Access Patterns

• Read Access: Queries Membership__c, Environment_Settings__mdt
• Write Access: Updates Account, Membership__c, Subscription__c, inserts Flow_Error_Log__c
• Mass Data Exposure: getActiveMembershipByAccount could return thousands of membership records

Test Class Requirements

Required Test Coverage

@IsTest
public class DailyMembershipUtilTest {

    @TestSetup
    static void setup() {
        // Create test accounts
        List<Account> accounts = new List<Account>();
        for (Integer i = 0; i < 5; i++) {
            accounts.add(new Account(
                FirstName = 'Test' + i,
                LastName = 'Member' + i,
                RecordTypeId = [SELECT Id FROM RecordType WHERE DeveloperName = 'PersonAccount' LIMIT 1].Id
            ));
        }
        insert accounts;

        // Create memberships with various scenarios
        List<Membership__c> memberships = new List<Membership__c>();

        // Active AANP membership
        memberships.add(new Membership__c(
            Account_Name__c = accounts[0].Id,
            Start_Date__c = Date.today().addDays(-30),
            End_Date__c = Date.today().addDays(330),
            Status__c = 'Active',
            Product_Family__c = 'Membership',
            Member_Type__c = 'Individual Member'
        ));

        // Active Fellow membership
        memberships.add(new Membership__c(
            Account_Name__c = accounts[1].Id,
            Start_Date__c = Date.today().addDays(-60),
            End_Date__c = Date.today().addDays(300),
            Status__c = 'Active',
            Product_Family__c = 'Fellows Dues',
            Member_Type__c = 'Fellow'
        ));

        // Membership starting today
        memberships.add(new Membership__c(
            Account_Name__c = accounts[2].Id,
            Start_Date__c = Date.today(),
            End_Date__c = Date.today().addDays(365),
            Status__c = 'Active',
            Product_Family__c = 'Membership',
            Member_Type__c = 'Corporate Council Member'
        ));

        // Multiple memberships for same account (test deduplication)
        memberships.add(new Membership__c(
            Account_Name__c = accounts[3].Id,
            Start_Date__c = Date.today().addDays(-90),
            End_Date__c = Date.today().addDays(275), // Shorter duration
            Status__c = 'Active',
            Product_Family__c = 'Membership',
            Member_Type__c = 'Individual Member'
        ));
        memberships.add(new Membership__c(
            Account_Name__c = accounts[3].Id,
            Start_Date__c = Date.today().addDays(-60),
            End_Date__c = Date.today().addDays(305), // Longer duration - should win
            Status__c = 'Active',
            Product_Family__c = 'Membership',
            Member_Type__c = 'Individual Member'
        ));

        insert memberships;
    }

    @IsTest
    static void testGetGraceDays_WithMetadata() {
        // Assuming Environment_Settings__mdt exists with Value__c = '45'
        Integer graceDays = DailyMembershipUtil.getGraceDays();

        // Will return metadata value or 30 default
        Assert.isTrue(graceDays > 0, 'Grace days should be positive');
    }

    @IsTest
    static void testGetGraceDays_DefaultFallback() {
        // Without metadata, should return 30
        Integer graceDays = DailyMembershipUtil.getGraceDays();
        Assert.isTrue(graceDays >= 30, 'Should return at least default 30 days');
    }

    @IsTest
    static void testGetActiveMembershipByAccount_AANP() {
        List<Account> accounts = [SELECT Id FROM Account LIMIT 2];
        Set<Id> accountIds = new Set<Id>{accounts[0].Id, accounts[1].Id};

        Test.startTest();
        Map<Id, Membership__c> results = DailyMembershipUtil.getActiveMembershipByAccount(
            accountIds, Date.today(), 'Membership'
        );
        Test.stopTest();

        Assert.areEqual(1, results.size(), 'Should find 1 AANP membership');
        Assert.isTrue(results.containsKey(accounts[0].Id), 'Should contain account with AANP membership');
    }

    @IsTest
    static void testGetActiveMembershipByAccount_Fellows() {
        List<Account> accounts = [SELECT Id FROM Account LIMIT 2];
        Set<Id> accountIds = new Set<Id>{accounts[0].Id, accounts[1].Id};

        Test.startTest();
        Map<Id, Membership__c> results = DailyMembershipUtil.getActiveMembershipByAccount(
            accountIds, Date.today(), 'Fellows'
        );
        Test.stopTest();

        Assert.areEqual(1, results.size(), 'Should find 1 Fellow membership');
        Assert.isTrue(results.containsKey(accounts[1].Id), 'Should contain account with Fellow membership');
    }

    @IsTest
    static void testGetActiveMembershipByAccount_Deduplication() {
        List<Account> accounts = [SELECT Id FROM Account];
        Set<Id> accountIds = new Set<Id>{accounts[3].Id}; // Account with 2 memberships

        Test.startTest();
        Map<Id, Membership__c> results = DailyMembershipUtil.getActiveMembershipByAccount(
            accountIds, Date.today(), 'Membership'
        );
        Test.stopTest();

        Assert.areEqual(1, results.size(), 'Should return only one membership per account');
        Membership__c selected = results.get(accounts[3].Id);
        Assert.isNotNull(selected, 'Should find membership for account');
        // Should be the one with later end date (305 days from today)
        Assert.areEqual(Date.today().addDays(305), selected.End_Date__c, 'Should select membership with latest end date');
    }

    @IsTest
    static void testGetActiveMembershipByAccount_EmptySet() {
        Test.startTest();
        Map<Id, Membership__c> results = DailyMembershipUtil.getActiveMembershipByAccount(
            new Set<Id>(), Date.today(), 'Membership'
        );
        Test.stopTest();

        Assert.isTrue(results.isEmpty(), 'Should return empty map for empty input');
    }

    @IsTest
    static void testGetStartTodayMembershipByAccount() {
        List<Account> accounts = [SELECT Id FROM Account];
        Set<Id> accountIds = new Set<Id>{accounts[2].Id}; // Account with membership starting today

        Test.startTest();
        Map<Id, Membership__c> results = DailyMembershipUtil.getStartTodayMembershipByAccount(
            accountIds, Date.today()
        );
        Test.stopTest();

        Assert.areEqual(1, results.size(), 'Should find 1 membership starting today');
        Assert.isTrue(results.containsKey(accounts[2].Id), 'Should contain correct account');
        Assert.areEqual(Date.today(), results.get(accounts[2].Id).Start_Date__c, 'Start date should be today');
    }

    @IsTest
    static void testGetStartTodayMembershipByAccount_NoneStartingToday() {
        List<Account> accounts = [SELECT Id FROM Account LIMIT 1];
        Set<Id> accountIds = new Set<Id>{accounts[0].Id}; // Has old membership

        Test.startTest();
        Map<Id, Membership__c> results = DailyMembershipUtil.getStartTodayMembershipByAccount(
            accountIds, Date.today()
        );
        Test.stopTest();

        Assert.isTrue(results.isEmpty(), 'Should return empty map when no memberships start today');
    }

    @IsTest
    static void testSafeUpdate_Success() {
        List<Account> accounts = [SELECT Id, Name FROM Account LIMIT 2];
        accounts[0].Name = 'Updated Name 1';
        accounts[1].Name = 'Updated Name 2';

        Test.startTest();
        DailyMembershipUtil.safeUpdate(accounts, 'TestContext');
        Test.stopTest();

        // Verify updates succeeded
        List<Account> updated = [SELECT Id, Name FROM Account WHERE Id IN :accounts];
        Assert.areEqual('Updated Name 1', updated[0].Name, 'First account should be updated');
        Assert.areEqual('Updated Name 2', updated[1].Name, 'Second account should be updated');

        // No error logs should exist
        List<Flow_Error_Log__c> logs = [SELECT Id FROM Flow_Error_Log__c WHERE FlowName__c = 'TestContext'];
        Assert.isTrue(logs.isEmpty(), 'No error logs should exist for successful updates');
    }

    @IsTest
    static void testSafeUpdate_PartialFailure() {
        List<Account> accounts = [SELECT Id FROM Account LIMIT 2];

        // Create one valid and one invalid update
        List<Account> toUpdate = new List<Account>{
            new Account(Id = accounts[0].Id, Name = 'Valid Update'),
            new Account(Id = accounts[1].Id, Name = null) // Assuming Name is required
        };

        Test.startTest();
        DailyMembershipUtil.safeUpdate(toUpdate, 'TestPartialFailure');
        Test.stopTest();

        // Verify error log created for failure
        List<Flow_Error_Log__c> logs = [
            SELECT ErrorMessage__c, ObjectName__c, AccountId__c
            FROM Flow_Error_Log__c
            WHERE FlowName__c = 'TestPartialFailure'
        ];

        Assert.isFalse(logs.isEmpty(), 'Should create error log for failed record');
        Assert.areEqual('Account', logs[0].ObjectName__c, 'Should log Account object name');
    }

    @IsTest
    static void testSafeUpdate_NullInput() {
        Test.startTest();
        DailyMembershipUtil.safeUpdate(null, 'TestNull');
        DailyMembershipUtil.safeUpdate(new List<Account>(), 'TestEmpty');
        Test.stopTest();

        // Should handle gracefully without errors
        List<Flow_Error_Log__c> logs = [SELECT Id FROM Flow_Error_Log__c];
        Assert.isTrue(logs.isEmpty(), 'No logs should be created for null/empty input');
    }

    @IsTest
    static void testSafeUpdate_MultipleObjectTypes() {
        List<Account> accounts = [SELECT Id FROM Account LIMIT 1];
        List<Membership__c> memberships = [SELECT Id FROM Membership__c LIMIT 1];

        // Test Account update
        accounts[0].Name = 'Updated via safeUpdate';
        DailyMembershipUtil.safeUpdate(accounts, 'AccountTest');

        // Test Membership update
        memberships[0].Status__c = 'Within Grace period';
        DailyMembershipUtil.safeUpdate(memberships, 'MembershipTest');

        // Both should succeed
        Account updatedAcc = [SELECT Name FROM Account WHERE Id = :accounts[0].Id];
        Assert.areEqual('Updated via safeUpdate', updatedAcc.Name, 'Account should be updated');

        Membership__c updatedMem = [SELECT Status__c FROM Membership__c WHERE Id = :memberships[0].Id];
        Assert.areEqual('Within Grace period', updatedMem.Status__c, 'Membership should be updated');
    }
}

Test Data Requirements

• Account: Person Account records for membership association
• Membership__c: Records with various statuses, dates, and product families
• Environment_Settings__mdt: Optional custom metadata for grace period config
• RecordType: Person Account record type ID

Changes & History

Date	Author	Description
Unknown	Original Developer	Initial implementation
(Current)	-	Documentation added

Pre-Go-Live Concerns

CRITICAL

• Lost Error Logs: Line 96 silently swallows error log insertion failures
• If Flow_Error_Log__c insertion fails, batch processing errors are completely lost
• Add fallback logging to Platform Events or email alerts

HIGH

• No FLS Validation: Methods don't check field-level security
• Could read/write fields user shouldn't access in user-context scenarios
• Add Schema.sObjectType.*.fields.*.isAccessible() checks if used outside batch context
• Generic Metadata Query: getGraceDays() has no WHERE clause
• Relies on only one Environment_Settings__mdt record existing
• Add WHERE DeveloperName = 'Membership_Grace_Period' for clarity

MEDIUM

• LIKE '%value%' Pattern: getActiveMembershipByAccount uses substring matching for product family
• May return unexpected results if product family names overlap
• Consider exact match or more specific filtering
• No Duplicate Detection: getStartTodayMembershipByAccount has no ORDER BY
• Non-deterministic if multiple memberships start same day
• Add ORDER BY End_Date__c DESC, CreatedDate DESC

LOW

• Silent Metadata Exception: getGraceDays() doesn't log configuration retrieval failures
• Makes troubleshooting harder if metadata is misconfigured
• Add System.debug() in catch block
• No Return Values: safeUpdate() doesn't return success/failure counts
• Caller can't determine batch effectiveness
• Consider returning Database.SaveResult[] for inspection

Maintenance Notes

📋 Monitoring Recommendations

• Error Log Volume: Monitor Flow_Error_Log__c records created by safeUpdate()
• High volume indicates data quality issues or validation rule problems
• Grace Period Config: Validate Environment_Settings__mdt exists and has valid integer value
• Membership Duplication: Track accounts with multiple active memberships (indicates data quality issue)

🔧 Future Enhancement Opportunities

1. Async Error Notifications: Publish Platform Event when error logs fail to insert
2. Configurable Product Families: Store valid product family values in custom metadata
3. Batch Size Validation: Add maximum set size checks to prevent query timeouts
4. FLS Enforcement: Add optional parameter to enforce field-level security checks

⚠️ Breaking Change Risks

• Changing getActiveMembershipByAccount to exact match instead of LIKE will break callers expecting substring matching
• Modifying safeUpdate signature to return Database.SaveResult[] will break existing callers
• Removing graceDays parameter from batch classes will require reconfiguration

🔗 Related Components

• DailyMembershipStatusBatch: Calls getGraceDays(), safeUpdate()
• DailyMembershipAccountsBatch: Calls getActiveMembershipByAccount(), getStartTodayMembershipByAccount(), safeUpdate()
• DailyMembershipScheduler: Schedules the batch job chain
• Flow_Error_Log__c: Error logging target object
• Environment_Settings__mdt: Configuration storage

Business Owner

Primary Contact: Membership Operations Team Technical Owner: Salesforce Development Team Last Reviewed: [Date]

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Documentation Status: ✅ Complete Code Review Status: ⚠️ Requires review of error handling (silent failures) Test Coverage: Target 90%+ with provided test class