Feature Bobst AI Strategy

README.md

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-# Salesforce DX Project: Next Steps
 
-Now that you’ve created a Salesforce DX project, what’s next? Here are some documentation resources to get you started.
-
-## How Do You Plan to Deploy Your Changes?
-
-Do you want to deploy a set of changes, or create a self-contained application? Choose a [development model](https://developer.salesforce.com/tools/vscode/en/user-guide/development-models).
-
-## Configure Your Salesforce DX Project
-
-The `sfdx-project.json` file contains useful configuration information for your project. See [Salesforce DX Project Configuration](https://developer.salesforce.com/docs/atlas.en-us.sfdx_dev.meta/sfdx_dev/sfdx_dev_ws_config.htm) in the _Salesforce DX Developer Guide_ for details about this file.
-
-## Read All About It
-
-- [Salesforce Extensions Documentation](https://developer.salesforce.com/tools/vscode/)
-- [Salesforce CLI Setup Guide](https://developer.salesforce.com/docs/atlas.en-us.sfdx_setup.meta/sfdx_setup/sfdx_setup_intro.htm)
-- [Salesforce DX Developer Guide](https://developer.salesforce.com/docs/atlas.en-us.sfdx_dev.meta/sfdx_dev/sfdx_dev_intro.htm)
-- [Salesforce CLI Command Reference](https://developer.salesforce.com/docs/atlas.en-us.sfdx_cli_reference.meta/sfdx_cli_reference/cli_reference.htm)

force-app/main/default/classes/AI_Case_Routing.cls

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+/**
+ * AI_Case_Routing is a Salesforce Apex class that extends AI_MsOpenAiCompletion and implements the IAI_ChatCompletion interface.
+ * It is designed to determine the most probable country of origin for a case by leveraging AI chat completion services,
+ * using the language and content of the case description as input. The class handles API communication, error management,
+ * and logging, providing a concrete implementation for routing cases based on AI-driven language analysis.
+ */
+public with sharing class AI_Case_Routing extends AI_MsOpenAiCompletion implements  IAI_ChatCompletion{
+
+  public class AI_Case_RoutingException extends Exception {}
+
+  public Map<String,String> getChatCompletion(Map<String,Object> inputs){
+    //Guardrails
+    if (inputs == null || inputs.isEmpty() || !inputs.containsKey('settings') || !inputs.containsKey('prompt')) {
+      throw new AI_Case_RoutingException('Invalid input data for chat completion');
+    }
+    // Set context variables
+    super.init(inputs);
+    // Build request
+    HttpRequest request = super.buildHttpRequest();
+    Http http = new Http();
+    HttpResponse response;
+    try {
+      response = http.send(request);
+       // Parse the response and return the content attribute
+      String jsonResponse = super.parseResponse(response);
+      returnMap.put('probableCountry',jsonResponse);
+      // Create log
+      logAiEvent(response);
+      return returnMap;
+
+    } catch (Exception e) {
+      Logger.error('AI Case routing GEN AI Api error',e);
+      Logger.saveLog();
+      Logger.flushBuffer();
+      throw new AI_Case_RoutingException('Impossible to get chat completion from the API: '+e.getMessage());
+    }
+  }
+}

force-app/main/default/classes/AI_Case_Routing.cls-meta.xml

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+<?xml version="1.0" encoding="UTF-8"?>
+<ApexClass xmlns="http://soap.sforce.com/2006/04/metadata">
+    <apiVersion>64.0</apiVersion>
+    <status>Active</status>
+</ApexClass>

force-app/main/default/classes/AI_Case_RoutingTest.cls

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+@isTest
+public with sharing class AI_Case_RoutingTest {
+
+  private static PromptSetting__mdt getSettings(String psDeveloperName) {
+    return [SELECT Id, DeveloperName, Instructions__c, Named_Credential__c, 
+                    ApexClassName__c,Temprature__c, Top_P__c, Frequency_Penalty__c,
+                    Presence_Penalty__c, Max_Tokens__c  
+            FROM PromptSetting__mdt 
+            WHERE DeveloperName = :psDeveloperName 
+            LIMIT 1];
+  }
+
+  @isTest
+  static void testValidInputs() {
+    PromptSetting__mdt ps = getSettings('Country_identification');
+    Map<String, Object> inputs = new Map<String, Object>{
+      'settings' => ps,
+      'prompt' => 'This is a test prompt for Case Routing'
+    };
+
+    // Set mock callout class
+    String mockJsonResponse = '{"choices":[{"message":{"content":"FR"}}]}';
+    MockHttpResponses mockResponse = new MockHttpResponses(200, 'OK', mockJsonResponse);
+    mockResponse.setHeaders(new Map<String, String>{'Content-Type' => 'application/json'});
+    Test.setMock(HttpCalloutMock.class, mockResponse);
+    Test.startTest();
+    AI_Case_Routing aiCaseRouting = new AI_Case_Routing();
+    Map<String, String> result = aiCaseRouting.getChatCompletion(inputs);
+    Test.stopTest();
+    // Assert
+    Assert.areEqual('FR', result.get('probableCountry'), 'Invalid response from AI Case Routing from country determination');
+  }
+
+  @isTest
+  static void apiCallErrorTest() {
+    PromptSetting__mdt ps = getSettings('Country_identification');
+    Map<String, Object> inputs = new Map<String, Object>{
+      'settings' => ps,
+      'prompt' => 'This is a test prompt for Case Routing'
+    };
+
+    // Set mock callout class
+    //this String will cause a deserialization error
+    String invalidJsonResponse = '{"choices":[{"message":{"content":"Bad Request"}}}';
+    MockHttpResponses mockResponse = new MockHttpResponses(400, 'Bad Request', invalidJsonResponse);
+    mockResponse.setHeaders(new Map<String, String>{'Content-Type' => 'application/json'});
+    Test.setMock(HttpCalloutMock.class, mockResponse);
+
+    AI_Case_Routing aiCaseRouting = new AI_Case_Routing();
+    try {
+      Map<String, String> result = aiCaseRouting.getChatCompletion(inputs);
+    } catch (AI_Case_Routing.AI_Case_RoutingException e) {
+      // Assert that the exception is thrown
+      Assert.isTrue(e.getMessage().startsWith('Impossible to get chat completion from the API'), 'Incorrect error thrown');
+    }
+  }
+
+  @isTest
+  static void testInvalidInputs() {
+    // Test with null inputs
+    AI_Case_Routing aiCaseRouting = new AI_Case_Routing();
+    try {
+      aiCaseRouting.getChatCompletion(null);
+    } catch (AI_Case_Routing.AI_Case_RoutingException e) {
+      Assert.areEqual('Invalid input data for chat completion', e.getMessage(), 'Incorrect error thrown for null inputs');
+    }
+  }
+}

force-app/main/default/classes/AI_Case_RoutingTest.cls-meta.xml

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+<?xml version="1.0" encoding="UTF-8"?>
+<ApexClass xmlns="http://soap.sforce.com/2006/04/metadata">
+    <apiVersion>64.0</apiVersion>
+    <status>Active</status>
+</ApexClass>

force-app/main/default/classes/AI_Case_Summary.cls

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+/*This class is designed for the specific use case of case summarization.
+ * It extends the base functionality provided by the parent class, allowing for
+ * customized behavior tailored to summarizing Salesforce Case records.
+ * Additionally, it implements an interface to ensure that all required methods
+ * for case summarization are present and correctly structured.
+ */
+public with sharing class AI_Case_Summary extends AI_MsOpenAiCompletion implements IAI_ChatCompletion {
+
+  public class AI_Case_SummaryException extends Exception {}
+
+  public Map<String,String> getChatCompletion(Map<String,Object> inputs){
+    //Guardrails
+    if (inputs == null || inputs.isEmpty() || !inputs.containsKey('settings') || !inputs.containsKey('prompt')) {
+      throw new AI_Case_SummaryException('Invalid input data for chat completion');
+    }
+    // Set context variables
+    super.init(inputs);
+    // Build request
+    HttpRequest request = super.buildHttpRequest();
+    Http http = new Http();
+    HttpResponse response;
+    try {
+      response = http.send(request);
+      // Parse the response and return the content attribute
+      String jsonResponse = super.parseResponse(response);
+      returnMap.put('caseSummary',jsonResponse);
+      // Create log
+      logAiEvent(response);
+      return returnMap;
+
+    } catch (Exception e) {
+      Logger.error('AI Case Summarry GEN AI Api error',e);
+      Logger.saveLog();
+      Logger.flushBuffer();
+      throw new AI_Case_SummaryException('Impossible to get chat completion from the API: '+e.getMessage());
+    }
+  }
+}

force-app/main/default/classes/AI_Case_Summary.cls-meta.xml

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+<?xml version="1.0" encoding="UTF-8"?>
+<ApexClass xmlns="http://soap.sforce.com/2006/04/metadata">
+    <apiVersion>64.0</apiVersion>
+    <status>Active</status>
+</ApexClass>

force-app/main/default/classes/AI_Case_SummaryTest.cls

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+@isTest
+public with sharing class AI_Case_SummaryTest {
+
+
+  private static PromptSetting__mdt getSettings(String psDeveloperName) {
+    return [SELECT Id, DeveloperName, Instructions__c, Named_Credential__c, 
+                    ApexClassName__c,Temprature__c, Top_P__c, Frequency_Penalty__c,
+                    Presence_Penalty__c, Max_Tokens__c  
+            FROM PromptSetting__mdt 
+            WHERE DeveloperName = :psDeveloperName 
+            LIMIT 1];
+  }
+
+  @isTest
+  static void testValidInputs() {
+    PromptSetting__mdt ps = getSettings('Case_Summary_Comprehensive');
+    Map<String, Object> inputs = new Map<String, Object>{
+      'settings' => ps,
+      'prompt' => 'This is a test prompt for Case Summary'
+    };
+
+    // Set mock callout class
+    String mockJsonResponse = '{"choices":[{"message":{"content":"mockResponse"}}]}';
+    MockHttpResponses mockResponse = new MockHttpResponses(200, 'OK', mockJsonResponse);
+    mockResponse.setHeaders(new Map<String, String>{'Content-Type' => 'application/json'});
+    Test.setMock(HttpCalloutMock.class, mockResponse);
+
+    // Act
+    AI_Case_Summary aiCaseSummary = new AI_Case_Summary();
+    Map<String, String> result = aiCaseSummary.getChatCompletion(inputs);
+
+    // Assert
+    Assert.areEqual('mockResponse', result.get('caseSummary'), 'Invalid response from AI Case Summary comprehensive');
+  }
+
+  @isTest
+  static void apiCallErrorTest() {
+    PromptSetting__mdt ps = getSettings('Case_Summary_Comprehensive');
+    Map<String, Object> inputs = new Map<String, Object>{
+      'settings' => ps,
+      'prompt' => 'This is a test prompt for Case Summary'
+    };
+
+    // Set mock callout class
+    //this String will cause a deserialization error
+    String invalidJsonResponse = '{"choices":[{"message":{"content":"Bad Request"}}}';
+    MockHttpResponses mockResponse = new MockHttpResponses(400, 'Bad Request', invalidJsonResponse);
+    mockResponse.setHeaders(new Map<String, String>{'Content-Type' => 'application/json'});
+    Test.setMock(HttpCalloutMock.class, mockResponse);
+
+    AI_Case_Summary aiCaseSummary = new AI_Case_Summary();
+    try {
+      Map<String, String> result = aiCaseSummary.getChatCompletion(inputs);
+    } catch (AI_Case_Summary.AI_Case_SummaryException e) {
+      // Assert that the exception is thrown
+      Assert.isTrue(e.getMessage().startsWith('Impossible to get chat completion from the API'), 'Incorrect error thrown');
+    }
+  }
+
+  @isTest
+  static void testInvalidInputs() {
+    // Test with null inputs
+    AI_Case_Summary aiCaseSummary = new AI_Case_Summary();
+    try {
+      aiCaseSummary.getChatCompletion(null);
+    } catch (AI_Case_Summary.AI_Case_SummaryException e) {
+      Assert.areEqual('Invalid input data for chat completion', e.getMessage(), 'Incorrect error thrown for null inputs');
+    }
+  }
+}

force-app/main/default/classes/AI_Case_SummaryTest.cls-meta.xml

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+<?xml version="1.0" encoding="UTF-8"?>
+<ApexClass xmlns="http://soap.sforce.com/2006/04/metadata">
+    <apiVersion>64.0</apiVersion>
+    <status>Active</status>
+</ApexClass>

force-app/main/default/classes/AI_ContactJobTitle.cls

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+/*current implementation is not meant to be invoked from Flow but from apex trigger
+ * @summary
+ * This class extends the AI_MsOpenAiCompletion abstract class and implements the IAI_ChatCompletion interface.
+ * It is designed to determine and assign the Marketing Job Title for Contact records by leveraging the OpenAI API.
+ * The class validates AI-generated job titles against the allowed picklist values and ensures only valid titles
+ * are returned for each Contact.
+ */
+public with sharing class AI_ContactJobTitle extends AI_MsOpenAiCompletion implements IAI_ChatCompletion {
+
+  private Boolean errorLogged = false;
+  public List<String> allowedContactJobTitles;
+
+  public List<String> getAllowedContactJobTitles() {
+    if (allowedContactJobTitles == null) {
+      allowedContactJobTitles = new List<String>();
+      Schema.DescribeFieldResult fieldDescribe = Contact.Marketing_Job_Title__c.getDescribe();
+      List<Schema.PicklistEntry> pickEntryList = fieldDescribe.getPicklistValues();
+      for (Schema.PicklistEntry pickEntry : pickEntryList) {
+        allowedContactJobTitles.add(pickEntry.getValue());
+      }
+    }
+    return allowedContactJobTitles;
+  }
+
+
+  public Map<String,String> getChatCompletion(Map<String,Object> inputs){
+    //Guardrails
+    if (inputs == null || inputs.isEmpty() || !inputs.containsKey('settings') || !inputs.containsKey('prompt')) {
+      Logger.error('AI Contact Job Title error: Invalid input data for AI chat completion');
+      Logger.debug('Inputs: ' + inputs);
+      Logger.saveLog();
+      Logger.flushBuffer();
+    }
+    //Set context variables
+    super.init(inputs);
+    HttpRequest request = super.buildHttpRequest();
+    Http http = new Http();
+    HttpResponse response;
+    try {
+      response = http.send(request);
+      // Parse the response and return the content attribute
+      String jsonResponse = super.parseResponse(response);
+      //expected output is list of {"SF Contact Id": "jobTitle"}
+      //verify that the Id is a valid Contact Id and the job title returned by AI is a valid picklist value as well
+      Map<String, Object> parsedResponse = (Map<String, Object>) JSON.deserializeUntyped(jsonResponse);
+      List<String> validContactJobTitles = getAllowedContactJobTitles();
+      Set<String> contIdSet = parsedResponse.keySet();
+      for(String key:contIdSet){
+        Id contId = (Id) key;
+        String jobTitle = (String) parsedResponse.get(key);
+        if(contId.getSobjectType() == Contact.SObjectType && validContactJobTitles.contains(jobTitle)){
+          returnMap.put(key, jobTitle);
+        } else {
+          Logger.error('AI Contact Job Title error: Invalid Contact Id or Invalid Job Title');
+          Logger.debug('Id: ' + key);
+          Logger.debug('Job Title: ' + parsedResponse.get(key));
+          errorLogged = true;
+        }
+      }
+      if(errorLogged){
+        Logger.saveLog();
+        Logger.flushBuffer();
+      }
+      // Create log
+      logAiEvent(response);
+    } catch (Exception e) {
+      Logger.error('AI Contact job title GEN AI Api error',e);
+      Logger.saveLog();
+      Logger.flushBuffer();
+    }
+    return returnMap;
+  }
+}

force-app/main/default/classes/AI_ContactJobTitle.cls-meta.xml

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+<?xml version="1.0" encoding="UTF-8"?>
+<ApexClass xmlns="http://soap.sforce.com/2006/04/metadata">
+    <apiVersion>64.0</apiVersion>
+    <status>Active</status>
+</ApexClass>

force-app/main/default/classes/AI_ContactJobTitleTest.cls

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+@isTest
+public with sharing class AI_ContactJobTitleTest {
+
+  @TestSetup
+  static void makeData(){
+    Contact cont = (Contact) new SObjectBuilder(Contact.SObjectType)
+                            .put(Contact.Title, 'Tester')
+                            .create().getRecord();
+  }
+
+  static Contact createContactWithJobTitle(){
+      return (Contact) new SObjectBuilder(Contact.SObjectType)
+                          .put(Contact.Title, 'Purchasing')
+                          .create().getRecord();
+  }
+
+  @isTest
+  static void insertContactWithJobTitleTest(){
+    //this test method does not contain assertion because the Mock response should contain the Contact Id
+    //but the Id is not known beforehand so we cannot assert the Marketing title is updated asynchronously
+    //The mock response contains teh Contact Id of a nexisting contact in the database
+    //the test method updateContactJobTitleTest will contain the assertion
+    Contact con = [select Id from Contact limit 1];
+    String conId = con.Id;
+    String aiResponse = '{"choices":[{"message":{"content":"{\\"' + conId + '\\":\\"Purchasing Manager\\"}"}}]}';
+    MockHttpResponses mockResponse = new MockHttpResponses(200, 'OK', aiResponse);
+    Test.startTest();
+    ContactTriggerHandler.forceExecuteTest = true;
+    Contact objContact = createContactWithJobTitle();
+    Test.stopTest();
+  }
+
+
+  @isTest
+  static void updateContactJobTitleTest(){
+    Contact objContact = [select Id, Title from Contact limit 1];
+    String conId = objContact.Id;
+    String aiResponse = '{"choices":[{"message":{"content":"{\\"' + conId + '\\":\\"Purchasing Manager\\"}"}}]}';
+    MockHttpResponses mockResponse = new MockHttpResponses(200, 'OK', aiResponse);
+    objContact.Title = 'Purchase';
+    Test.setMock(HttpCalloutMock.class, mockResponse);
+    Test.startTest();
+      ContactTriggerHandler.forceExecuteTest = true;
+      update objContact;
+      ContactTriggerHandler.forceExecuteTest = false;
+    Test.stopTest();
+    Contact updatedContact = [Select id,Marketing_Job_Title__c from contact where Id = :objContact.Id];
+    Assert.areEqual('Purchasing Manager', updatedContact.Marketing_Job_Title__c, 'Contact job title did not updated');
+  }
+}