brunagirao / trade-lwc

It's a trade project using LWC and Fixer APi to get the latest rate of a currency and convert.

Ebury Trading App

Ebury Requirements Test

• We want to build a new web application that will allow us to create and store foreign exchange trades.
• The main view is the Ebury Trading application, which contains a Trade list view, displaying the list of already booked trades and the relevant fields

What I used in this project

• Apex Class
• Apex Test Class
• Apex Mock Class
• Fixer API
• Lightning Web Component (LWC)
• Custom Labels
• Named Credentials
• Custom Settings

IMPORTANT! | Ebury Custom Settings

• After push the components of this project in Salesforce a Custom Setting named Ebury Custom Setting will be created. So, you need fill the fields below with the correct data for the code execute as expected:
• ApiKey: get your key in Fixer API site. My apiKey is C2NlwIvwyXnRC2smGYyGRc9kDlctJ82O
• Ebury Queue: TradeReviewers
• Template Email Notification: NewTrade

REQ1. New Trade View [Done]

• Sell Currency and Buy Currency: initial value should be empty.
• App: retrieve latest rate for the selected currency pair and display it.
• Buy Amount: not be editable and be automatically calculated.
• Rate: not be editable.
• Buy Amount formula: Sell Amount x Rate.

What I Made?

• I created the New Trade View using LWC as imagem below provided in the test.
• I used the newTrade.js of the NewTrade LWC provided in the test.
• I added the fields to view and follow the requirements above:

Wireframe

Screen I created | Initial field values

Screen after selected currency pairs

Screen after fill Sell Amount

REQ2. Send a notification after Trade Creation [Done]

• Notify all users in a queue named Trade Reviewers.
• Content of notification:
  “A new trade has been created with the following data:
  Sell Currency: {sell ccy}
  Sell Amount: {sell amount}
  Buy Currency: {buy ccy}
  Buy Amount: {buy amount}
  Rate: {rate}
  Booked Date: {date}
  Link to the trade: {trade link}"

What I Made?

• I created a Classic Email Template named New Trade and add the Template Content provided in the test.
• I created a Queue named Trade Reviewers
• I created a Custom Settings named Ebury Trading Settings to store the main app settings.

Classic Email Template

Queue

Custom Settings

REQ3. Create a connection with a External Service(API) | Fixer.io | Get Latest Rate [Done]

• Create a connection with a External Service(API) to get Latest Rate
• Use fixer.io(API) to get Latest Rate.
• Use the class NewTradeController provided in the test to make the connection to API Fixer.io

What I Made?

• I created add the link fixer.io to CSP Trusted Sites in Salesforce
• I created a Named Credentials named GetLatestExchangeRate to add the fixer.io endpoint that I use to make the callouts to get the latest rates.
• I added the ApiKey provided by fixer.io in the Ebury Trade Settings (Custom Setting)
• I created a standard class of response named ActionResponse
• I used the endpoint /latest of the API (returns real-time exchange rate data for all available or a specific set of currencies).

CSP Trusted Sites

Named Credentials

Ebury Trade Settings

REQ4. Test Class Coverage [Done]

• Create a connection with a External Service(API) to get Latest Rate
• Use fixer.io(API) to get Latest Rate.
• Use the class NewTradeController provided in the test to make the connection to API Fixer.io

What I Made?

• I created a mock class named NewTradeControllerMock to simulate the callouts to fixer.io
• I created a test class named NewTradeControllerTest.
• I covered 100% of the classes used in this test.

Test Class Coverage

REQ5. Salesforce CLI and Salesforce DX [Done]

• This application will be deployed using Salesforce CLI and Salesforce DX
• Update the build.sh script to create the scratch org if needed and leave it ready for testing.

What I Made?

• I worked with the SFDX and CLI developement to push, retrieve, run test and so on.
• I updated the buil.sh with the command needed to:
  • create scratch org
  • set the scratch org as default
  • push the changes
  • execute tests

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.

Configure Your Salesforce DX Project

The sfdx-project.json file contains useful configuration information for your project. See Salesforce DX Project Configuration in the Salesforce DX Developer Guide for details about this file.

Read All About It

• Salesforce Extensions Documentation
• Salesforce CLI Setup Guide
• Salesforce DX Developer Guide
• Salesforce CLI Command Reference