Alex Mette

This project was based on a request to generate a forecase of hours based off a set of simple assumptions about how quickly hours would be used depending on what point in the project's duration we are in.

There are a few other components to the project related to importing data from a budget template, unpivoting the data, and creating records that correspond to the different staff on the project.

Then, the forecast class takes the project start and end dates and the number of hours allocated to each staff person and spreads them out across the project in order to create a baseline forecast.

			
			public class Forecast {
				/**
				* Gets the weighted percentage based on what percentage of the time the day falls on
				*
				* @param dayPercent The percentage of the span the day falls on
				* @param dayHours The number of hours allocated
				* @return The weighted number of hours
				
				the projected hours amount is the based on a burn rate assumption
									//First Q: Date <= 25% of total = +10%
						//Second Q: Date <= 25% of total = -10%
									//Third Q: Date <= 25% of total = -10%
									//Fourth Q: Date <= 25% of total = +10%
				*/
				@TestVisible
				private static Decimal getWeightedPercentage(Decimal dayPercent, Decimal dayHours) {
					if (
						dayPercent <= 0 ||
						dayPercent >= 1
					) {
						return 0;
					}
			
					Decimal multiplier = 1.10;
			
					if (
						dayPercent >= 0.25 &&
						dayPercent < 0.5
					) {
						multiplier = 0.90;
					}
			
					return dayHours * multiplier;
				}
			
				/**
				* Gets all of the applicable budget detail records
				*
				* @param ids The ids to fetch
				* @return The budget detail records
				*/
				@TestVisible
				private static List getBudgetDetailsForId(Set ids) {
					return [
						select Budget__c,
							Budget__r.Period_of_Performance_Start__c,
							Budget__r.Period_of_Performance_End__c,
							Role__c,
							Total_per_role__c,
							Total_Value__c
						from Budget_Detail__c
						where Id in :ids
					];
				}
			
				/**
				* Gets the key for the day map based on the date
				*
				* @param d The date to generate a key from
				* @return The key
				*/
				@TestVisible
				private static String getDayMapKey(Date d) {
					Datetime dt = d;
					return dt.format('yyyy-MM-dd');
				}
			
				/**
				* Creates forcast records for a list of budget detail ids
				*
				* @param staffList The list of ids
				*/
				@future
				public static void createForecast (List staffList) {
					List  forecastInsert = new List();
			
					for (Budget_Detail__c bs : getBudgetDetailsForId(new Set(staffList))) {
						Date startDate = bs.Budget__r.Period_of_Performance_Start__c;
						Date offsetStart = startDate.toStartOfMonth();
						Date endDate = bs.Budget__r.Period_of_Performance_End__c;
						Date offsetEnd = endDate.addMonths(1).toStartOfMonth().addDays(-1);
			
						Integer offsetDiff = offsetStart.daysBetween(startDate);
						Integer budgetDays = startDate.daysBetween(endDate) + 1;
						Integer days = offsetStart.daysBetween(offsetEnd) + 1;
			
						Decimal dayHours = (bs.Total_per_role__c / budgetDays).setScale(3);
			
						Map dayMap = new Map();
			
						for (Integer i = 0; i <= days; i += 1) {
							Decimal iDecimal = Decimal.valueOf(i);
							Decimal ioffsetDiff = Decimal.valueOf(offsetDiff);
							Decimal dayPercent = ((iDecimal - ioffsetDiff) / budgetDays).setScale(3);
							String key = getDayMapKey(offsetStart.addDays(i));
			
							dayMap.put(key, getWeightedPercentage(dayPercent, dayHours));
						}
			
						Integer months = offsetStart.monthsBetween(offsetEnd) + 1;
						for (Integer m = 0; m < months; m += 1) {
							Date forecastDate = offsetStart.addMonths(m);
							Decimal projectedHours = 0;
			
							Integer monthNumber = forecastDate.month();
							Integer yearNumber = forecastDate.year();
							Integer monthDays = Date.daysInMonth(yearNumber, monthNumber);
			
							for (Integer a = 0; a < monthDays; a += 1) {
								String key = getDayMapKey(forecastDate.addDays(a));
								projectedHours += dayMap.get(key);
							}
			
							forecastInsert.add(new Forecast__c(
								Budget_Detail__c = bs.Id,
								Date__c = forecastDate,
								Projected_Hours__c = projectedHours
							});
						}
					}
			
					insert forecastInsert;
				}
			}
		
				
		

AI4ALL has a variety of programs that engage students in learning about artificial intelligence (AI), with the goal of fostering diversity in the field. They needed an application to track the students that participated in their various programs, which include summer camps, webinars, internships, and mentorship programs.

The application also needed to provide a way to send and receive surveys to students to measure the impact of the program. This was primarily measure based on the number of students who went on to pursue computer science degrees and later work in the AI field. The application used FormAssembly to create a survey along with a custom object to store results, so the team could track changes over time.

Programs were tracked primarily using campaigns to leverage built-in functionality around campaign statistics.