Class Name: OrderPaymentSummaryBatch¶

Last Updated: 2025-10-22

API Name: OrderPaymentSummaryBatch Type: Batch/Queueable/Schedulable Test Coverage: Unknown

Business Purpose¶

This batch class anonymizes payment holder names in OrderPaymentSummary records as part of AANP's GDPR compliance process. When accounts and their associated order summaries are anonymized, this batch ensures that personally identifiable payment information is properly obscured by replacing actual payment holder names with billing city data, maintaining payment audit trails while protecting personal privacy.

Class Overview¶

Sharing Model: with sharing
Access Modifier: public
Interfaces Implemented: Database.Batchable, Database.Stateful

Key Responsibilities¶

Identifies OrderPaymentSummary records requiring anonymization based on related anonymized OrderSummary records
Replaces payment holder names with anonymized data from OrderSummary billing information
Marks payment summaries as anonymized to prevent reprocessing
Maintains state across batch execution using Database.Stateful
Processes up to 50,000 OrderSummary records per batch execution

Public Methods¶

start¶

public Database.QueryLocator start(Database.BatchableContext bc)

Purpose: Initializes the batch by identifying OrderPaymentSummary records that need anonymization based on related anonymized OrderSummary records.

Parameters: - bc (Database.BatchableContext): Batch context provided by the platform

Returns: - Database.QueryLocator: Query locator for OrderPaymentSummary records to process, or empty query if no records match criteria

Business Logic: - Queries OrderSummary records where Anonymized__c = true and AccountId is NOT in non-anonymized accounts - Limits initial query to 50,000 OrderSummary records - Builds set of qualifying OrderSummary IDs - Returns QueryLocator for OrderPaymentSummary records where Anonymized__c = false and OrderSummaryId matches the qualifying set - Returns empty result set (WHERE Id = null) if no qualifying OrderSummary records found

execute¶

public void execute(Database.BatchableContext bc, List<OrderPaymentSummary> scope)

Purpose: Processes each batch of OrderPaymentSummary records by replacing FullName field with anonymized billing city data from related OrderSummary records.

Parameters: - bc (Database.BatchableContext): Batch context provided by the platform - scope (List): List of OrderPaymentSummary records to anonymize

Business Logic: - Extracts OrderSummaryId from each record in scope - Queries related OrderSummary records to retrieve billing city - For each OrderPaymentSummary record: - Sets FullName = OrderSummary.BillingCity - Sets Anonymized__c = true - Performs DML update with allOrNone = false to allow partial success

finish¶

public void finish(Database.BatchableContext bc)

Purpose: Completes batch execution with minimal logging.

Parameters: - bc (Database.BatchableContext): Batch context provided by the platform

Business Logic: - Outputs debug statement indicating batch completion - No additional processing or error handling

Private/Helper Methods¶

This class contains no private helper methods. All logic is contained within the three required batch interface methods.

Dependencies¶

Apex Classes¶

None - standalone batch class

Salesforce Objects¶

OrderPaymentSummary: Target object for anonymization (Fields: FullName, Anonymized__c, OrderSummaryId)
OrderSummary: Source for billing data (Fields: BillingCity, Anonymized__c, AccountId)
Account: Used for filtering anonymized accounts (Field: Anonymized__c)

Custom Settings/Metadata¶

None

External Services¶

None

Design Patterns¶

Batch Processing Pattern: Implements Database.Batchable interface for processing large data volumes
Stateful Pattern: Uses Database.Stateful to maintain state across batch chunks (though no instance variables are used)
Two-Stage Query Pattern: Initial query identifies qualifying parent records, then builds scope from related child records

Governor Limits Considerations¶

SOQL Queries: - Start method: 2 queries (1 for OrderSummary, 1 for QueryLocator) - Execute method: 1 query per batch chunk for OrderSummary data - Total: 3 queries per batch chunk

DML Operations: - Execute method: 1 DML statement per batch chunk (updates OrderPaymentSummary records)

CPU Time: Low - simple field assignments with no complex calculations

Heap Size: - Limited by 50,000 record query in start method - Each batch chunk processes default 200 records unless batch size configured differently

Bulkification: Yes - processes records in batches with bulk DML operations

Async Processing: Yes - runs as asynchronous batch job

Error Handling¶

Strategy: Minimal error handling - Uses Database.update(records, false) to allow partial success - Failed record updates are not logged or reported

Logging: - Only debug statement in finish method - No error logging for failed updates - No tracking of anonymization progress or completion

User Notifications: None - no error notifications or completion alerts

Security Considerations¶

Sharing Rules: Respects sharing rules (with sharing keyword)

Field-Level Security: - No WITH SECURITY_ENFORCED clause used in queries - May bypass FLS restrictions in batch context

CRUD Permissions: - No explicit CRUD permission checks - Relies on running user's permissions

Input Validation: - No validation of billing data before assignment - No null checks on OrderSummary relationship or billing fields - Allows potentially inadequate anonymization values

Test Class¶

Test Class: Unknown - test class not identified in source code Coverage: Unknown Test Scenarios Covered: - Unknown - test coverage details not available

Changes & History¶

Initial implementation for GDPR compliance anonymization workflow
Part of broader Account and Order anonymization process

Pre-Go-Live Concerns¶

CRITICAL - Fix Before Go-Live¶

Questionable Anonymization Method: Replacing FullName (payment holder name) with BillingCity may not provide adequate anonymization under GDPR. Legal review required to determine if this meets compliance standards.
No Error Handling: Failed updates are silently ignored with Database.update(records, false). Critical anonymization failures could go undetected, creating compliance gaps.
Missing Null Checks: No validation that related OrderSummary exists or has billing data. NullPointerExceptions could occur if relationships are missing.
Incomplete Anonymization: Only updates FullName field. Other fields in OrderPaymentSummary may contain PII (email, phone, address fields) and are not anonymized.

HIGH - Address Soon After Go-Live¶

Hard-coded 50,000 Limit: The LIMIT 50000 in start method may not scale with data growth and could leave payment records unprocessed.
No Validation of Source Data: Does not verify that OrderSummary.Anonymized__c = true before using billing data. Could propagate non-anonymized data.
Missing Monitoring: No logging of records processed, failed, or skipped. Difficult to verify complete anonymization of payment data.
No Audit Trail: Anonymization actions not logged with timestamp or user information for compliance auditing.

MEDIUM - Future Enhancement¶

No Batch Chaining: Batch does not automatically chain to next step in anonymization workflow. Manual scheduling required.
Empty Stateful Implementation: Implements Database.Stateful but maintains no state variables. Unclear why interface is included.
No Rollback Capability: Payment anonymization is irreversible without proper backup processes documented.
Query Optimization: Could benefit from selective field queries and indexed fields for performance.

LOW - Monitor¶

Minimal Finish Method: Only debug logging provides limited operational insight into batch completion.
No Performance Metrics: Processing time, throughput, and success rates not tracked.
Two-Query Start Pattern: Initial query for OrderSummary could be optimized into single query with subquery.

Maintenance Notes¶

Complexity: Medium Recommended Review Schedule: Quarterly

Key Maintainer Notes: - CRITICAL: The anonymization method (FullName = BillingCity) must be validated with legal/compliance team before production deployment. This approach may not meet GDPR requirements for anonymization. - This batch is part of a critical GDPR compliance workflow. Any failures in payment data anonymization create legal liability and audit trail issues. - The batch must run AFTER OrderSummary anonymization is complete. Document and enforce this dependency. - Consider implementing comprehensive error handling with Platform Events or Custom Objects to track anonymization progress and failures. - The 50,000 record limit should be reviewed against actual payment volume. Consider implementing batch chaining if limit is regularly exceeded. - Payment data is particularly sensitive. Ensure that BillingCity replacement provides sufficient anonymization or consider alternative approaches (e.g., generic placeholder values). - Test thoroughly with payment records containing various combinations of data and null fields. - Consider adding audit trail fields (Anonymized_Date__c, Anonymized_By__c, Anonymization_Method__c) to support compliance reporting.

Areas that need careful testing when modified: - Relationship chains between OrderPaymentSummary, OrderSummary, and Account - All payment field combinations and null handling - Coordination with other anonymization batches in the workflow - Verification that anonymized payment data meets legal requirements - Impact on payment reconciliation and financial reporting processes