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Class Name: UpdateOrderSummaryBatch

Last Updated: 2025-10-22 Source Code: UpdateOrderSummaryBatch.cls

API Name: UpdateOrderSummaryBatch Type: Batch Test Coverage: Not specified

Business Purpose

This batch class anonymizes OrderSummary billing address and email information for accounts marked as anonymized, supporting GDPR and data privacy compliance while maintaining order system integrity.

Class Overview

Scope and Sharing

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

Key Responsibilities

  • Identify OrderSummary records linked to anonymized accounts
  • Replace billing address fields with anonymized data
  • Anonymize billing email addresses
  • Mark processed records with Anonymized__c flag

Public Methods

start

public Database.QueryLocator start(Database.BatchableContext bc)
Purpose: Identifies OrderSummaries needing anonymization based on parent account status. Business Logic: Queries up to 50,000 anonymized accounts, excludes accounts with inactive users (NOTE: line 9 has logic issue), returns OrderSummaries where Anonymized__c = false

execute

public void execute(Database.BatchableContext bc, List<OrderSummary> scope)
Purpose: Anonymizes billing address and email data. Business Logic: Sets BillingCity, BillingStreet = account.LastName; BillingPostalCode = account.PersonMailingPostalCode; BillingEmailAddress = account.PersonEmail; Anonymized__c = true

finish

public void finish(Database.BatchableContext bc)
Purpose: Outputs completion debug message.

Dependencies

Salesforce Objects

  • OrderSummary: Records being anonymized (BillingCity, BillingStreet, BillingPostalCode, BillingEmailAddress, Anonymized__c)
  • Account: Parent accounts (Anonymized__c, LastName, PersonMailingPostalCode, PersonEmail)
  • User: Active user filtering (ContactId, isActive)

Governor Limits Considerations

SOQL Queries: 3 (accounts, order summaries, account details in execute) DML Operations: 1 per execute batch Bulkification: Yes - processes up to 200 records per execute

Error Handling

Strategy: Database.update(allOrNone: false) allows partial success Logging: No debug statements in this batch (cleaner than others) Missing: No try-catch, no error logging, no notifications

Security Considerations

Sharing Rules: Enforces sharing (with sharing) Field-Level Security: Not enforced CRUD Permissions: Not enforced Data Privacy: Irreversible anonymization - backups critical

Test Class

Test Class: UpdateOrderSummaryBatchTest.cls

Pre-Go-Live Concerns

CRITICAL - Fix Before Go-Live

  • LOGIC BUG: Line 9 uses "isActive = false" which filters out INACTIVE users (should be "isActive = true")
  • NO ERROR HANDLING: Missing try-catch and error logging
  • IRREVERSIBLE: No rollback mechanism - ensure backups exist
  • EMAIL ANONYMIZATION: Replaces BillingEmailAddress with account.PersonEmail (may not be properly anonymized)

HIGH - Address Soon After Go-Live

  • Add comprehensive error handling and logging
  • Add email notifications for batch completion/failure
  • Implement retry mechanism for failed updates
  • Verify email anonymization strategy with legal team

MEDIUM - Future Enhancement

  • Make anonymization patterns configurable (Custom Metadata)
  • Add audit trail tracking
  • Make LIMIT 50000 configurable

LOW - Monitor

  • Monitor batch execution time
  • Track failed record updates

Maintenance Notes

Complexity: Medium Recommended Review Schedule: Quarterly Key Maintainer Notes: - Part of larger anonymization framework - Active user filter logic on line 9 is inverted (critical bug) - Also anonymizes email addresses (BillingEmailAddress) - This batch is cleaner - no debug statements - Test impact on order summaries and billing reports - Backup OrderSummary records before running