Kugamon Full Qtc Submgmt

Kugamon Use Cases:

Full lifecycle skill for Kugamon RevOps for Salesforce

CPQ Flow: Opportunity → Quote → Order → (Order Release) → Asset

Full lifecycle skill for Kugamon Quote to Cash, which is a combination of CPQ and Billing functions

Q2C Flow: Opportunity → Quote → Order → (Order Release) → Asset + Shipment → Invoice → Payment

Full lifecycle skill for Kugamon Subscription Management, which is a combination of CPQ and Subscription Management functions

SubMgmt Flow: Opportunity → Quote → Order → (Order Release) → Asset + Contract + Subscription + Renewal Opportunity

Full lifecycle skill for Kugamon Subscription Billing, which is combination of all Quote to Cash and Subscription Management functions

SB Flow: Opportunity → Quote → Order → (Order Release) → Asset + Shipment + Contract + Subscription + Renewal Opportunity → Invoice → Payment

Package Detection

FIRST STEP: Always detect which packages are installed.

Check if kuga_sub__Renew__c exists on OpportunityLineItem by describing the object's fields via the connected Salesforce MCP or API.

• HAS_KUGA_SUB = true → kuga_sub package is installed (subscription management, contracts, assets, renewals)
• HAS_KUGA_SUB = false → only kugo2p (Q2C only, no subscription lifecycle)

This flag controls revenue classification, line-item separation, and whether Order Release creates contracts/assets/subscriptions.

⚠️ CRITICAL: Opportunity Pipeline Forecasting Field

When HAS_KUGA_SUB = true (Kugamon Subscription Management is installed), ALWAYS use kuga_sub__Amount__c for Opportunity pipeline forecasting. DO NOT use the standard Salesforce Amount field.

Why this matters

The standard Amount field on Opportunity is unreliable in subscription orgs — it can be configured to display MRR, ACV, TCV, or some other value, and the meaning varies by org and even by opportunity. Using it for forecasting will produce incorrect pipeline numbers.

kuga_sub__Amount__c is a Roll-Up SUM field maintained by the Kugamon Subscription Management package. It aggregates the correct revenue values from OpportunityLineItems and is the authoritative figure for pipeline reporting in subscription orgs.

Rules

1. HAS_KUGA_SUB = true → use kuga_sub__Amount__c for all pipeline forecasts, revenue reports, dashboards, and aggregate opportunity-level reporting. Never substitute the standard Amount field.
2. HAS_KUGA_SUB = false → use the standard Amount field as normal (the kuga_sub__* fields don't exist).
3. When a user asks about "opportunity amount," "pipeline value," or "forecast" in a subscription org, default to kuga_sub__Amount__c and briefly explain why.
4. When building SOQL queries, reports, or list views for pipeline in a subscription org, select kuga_sub__Amount__c — not Amount.

Quick example

-- CORRECT (HAS_KUGA_SUB = true):
SELECT Id, Name, kuga_sub__Amount__c
FROM Opportunity
WHERE IsClosed = false

-- WRONG (HAS_KUGA_SUB = true):
SELECT Id, Name, Amount
FROM Opportunity
WHERE IsClosed = false

See Appendix B: Amount Fields Guide for detailed field-by-field reference and comparison rules.

Org-Specific Setup

NEVER hardcode Record Type IDs. Always query dynamically:

SELECT Id, Name, SObjectType, DeveloperName
FROM RecordType
WHERE SObjectType IN (
  'kugo2p__SalesQuote__c', 'kugo2p__SalesOrder__c',
  'kugo2p__Payment_Profile__c', 'kugo2p__Processor_Connection__c',
  'kugo2p__Payment_Method__c', 'Opportunity'
)
AND IsActive = true
ORDER BY SObjectType, Name

Cache results for the session. Map by name: Opportunity "New" → Quote "New" → Order "New", etc.

Object Model Overview

kugo2p Objects (Kugamon Quote to Cash — ~50 custom objects)

Quote Stage:

• kugo2p__SalesQuote__c (~95 fields) — master quote
• kugo2p__SalesQuoteServiceLine__c (~89 fields) — recurring service lines
• kugo2p__SalesQuoteProductLine__c (~76 fields) — one-time product lines
• kugo2p__SalesQuoteOptionalLine__c (~16 fields) — optional upsell lines
• kugo2p__SalesQuoteAdditionalChargeCredit__c (~34 fields) — surcharges/discounts
• kugo2p__QuoteLineGroup__c (~14 fields) — line grouping

Order Stage:

• kugo2p__SalesOrder__c (~110 fields) — master order
• kugo2p__SalesOrderServiceLine__c (~108 fields) — recurring service order lines
• kugo2p__SalesOrderProductLine__c (~105 fields) — one-time product order lines
• kugo2p__SalesOrderAdditionalChargeCredit__c (~39 fields) — surcharges/discounts
• kugo2p__OrderLineGroup__c (~13 fields) — line grouping

Invoice Stage:

• kugo2p__KugamonInvoice__c (~73 fields) — invoice
• kugo2p__KugamonInvoiceLine__c (~47 fields) — invoice line items
• kugo2p__KugamonInvoiceAdditionalChargeCredit__c (~39 fields) — invoice adjustments
• kugo2p__OrderInvoiceRelationship__c (~15 fields) — order-to-invoice link
• kugo2p__InvoiceSchedule__c (~15 fields) — recurring invoice generation

Payment Stage:

• kugo2p__PaymentX__c (~71 fields) — payment records
• kugo2p__AppliedPayment__c (~22 fields) — payment-to-invoice allocation
• kugo2p__Processor_Connection__c (~52 fields) — gateway configs (Stripe, AuthNet, PayPal, eWay)
• kugo2p__Payment_Method__c (~32 fields) — payment method definitions
• kugo2p__Payment_Profile__c (~57 fields) — customer payment profiles

Fulfillment Stage:

• kugo2p__Shipment__c (~31 fields) — shipment records
• kugo2p__ShipmentLine__c (~27 fields) — shipment line items
• kugo2p__ServiceDeliverySchedule__c (~30 fields) — service delivery tracking
• kugo2p__Carrier__c (~11 fields) — shipping carriers
• kugo2p__Warehouse__c (~17 fields) — warehouse/inventory locations

Product & Pricing:

• kugo2p__AdditionalProductDetail__c (~64 fields) — extended product metadata (Service flag, weight, dimensions, tax, etc.)
• kugo2p__AccountPricing__c (~26 fields) — customer-specific pricing overrides
• kugo2p__TieredPricing__c (~16 fields) — volume/tiered pricing headers
• kugo2p__Tier__c (~12 fields) — individual tier definitions
• kugo2p__ProductCost__c (~11 fields) — product cost tracking
• kugo2p__AdditionalChargeCredit__c (~29 fields) — reusable charge/credit templates
• kugo2p__ProductCatalog__c (~19 fields) — product catalog
• kugo2p__ProductCategory__c — product categories
• kugo2p__ProductCategoryProduct__c — category-product junction

Configuration & Bundles:

• kugo2p__ConfigurationGroup__c (~16 fields) — product configuration groups
• kugo2p__ConfigurationOption__c (~27 fields) — configuration options
• kugo2p__KitBundleMember__c (~15 fields) — kit/bundle components

Tax:

• kugo2p__TaxLocation__c (~15 fields) — US tax jurisdictions
• kugo2p__TaxRate__c (~13 fields) — US tax rates
• kugo2p__VAT__c (~12 fields) — international VAT definitions
• kugo2p__VATRate__c (~15 fields) — VAT rates

Account:

• kugo2p__AdditionalAccountDetail__c (~44 fields) — extended account metadata

Settings:

• kugo2p__KugamonSetting__c (~78 fields) — master org-wide settings
• kugo2p__Settings__c (~19 fields) — additional settings

Utility:

• kugo2p__Favorite__c, kugo2p__FavoriteMember__c, kugo2p__FavoriteShare__c
• kugo2p__Shopping_Cart_Item__c (~21 fields)

kuga_sub Objects (Kugamon Subscriptions — only when HAS_KUGA_SUB = true)

Custom Objects:

• kuga_sub__Subscription__c (34 fields) — the subscription record linking orders to contracts

Fields added to standard objects by kuga_sub:

On Product2 (4 fields):

• kuga_sub__Renewable__c (Checkbox) — drives the "Renewable" prefix on Product setup labels (e.g. in the Product Snapshot LWC) and triggers Renewal Opportunity creation on Order Release. Does NOT itself create a Subscription.
• kuga_sub__RenewalProduct__c (Lookup Product) — substitute product for renewal quotes
• kuga_sub__Track__c (Checkbox, label: "Create Subscription") — when true AND the line lands on an Order Service Line (kugo2p__SalesOrderServiceLine__c, i.e. APD.kugo2p__Service__c = true), the Order Service Line trigger generates a kuga_sub__Subscription__c on Order Release. Order Product Lines never generate Subscriptions, regardless of this flag.
• kuga_sub__UpliftRenewalPrice__c (Checkbox) — apply price uplift percentage on renewal

Asset creation is separate and Product-only. APD field kugo2p__AdditionalProductDetail__c.kugo2p__CreateAsset__c drives Asset creation, and only Order Product Lines (kugo2p__SalesOrderProductLine__c) generate Assets. Order Service Lines never generate Assets. Note: kugo2p namespace, on APD.

On OpportunityLineItem (18 fields):

• kuga_sub__Renew__c (Checkbox) — CRITICAL: marks line as recurring vs. one-time
• kuga_sub__ARR__c, kuga_sub__MRR__c, kuga_sub__NonRecurringRevenue__c — calculated revenue
• kuga_sub__ServiceTerm__c, kuga_sub__UnitofTerm__c — term length and unit
• kuga_sub__DateServiceEnd__c — service end date
• kuga_sub__NetAmount__c, kuga_sub__TotalAmount__c, kuga_sub__ListAmount__c — amounts
• kuga_sub__Service__c (Formula) — whether line is a service
• kuga_sub__ARRForecast__c, kuga_sub__LineTerm__c — forecasting
• kuga_sub__DiscountSalesPrice__c, kuga_sub__EffectiveDiscount__c — discount tracking
• kuga_sub__NonUpliftSalesPrice__c, kuga_sub__UpliftRenewalPrice__c — renewal pricing
• kuga_sub__ServiceTermBehavior__c — term behavior picklist

On Opportunity (19 fields):

• kuga_sub__MonthlyRecurringRevenue__c (Roll-Up SUM)
• kuga_sub__AnnualRecurringRevenueCommitted__c (Roll-Up SUM)
• kuga_sub__NonRecurringRevenue__c (Roll-Up SUM)
• kuga_sub__AnnualContractValueInitial__c (Formula: NonRecurring + ARR)
• kuga_sub__TotalContractValue__c (Formula)
• kuga_sub__Amount__c (Roll-Up SUM)
• kuga_sub__AnnualRecurringRevenueForecast__c, kuga_sub__ExpectedRevenue__c, kuga_sub__OpportunityAmount__c (Formulas)
• kuga_sub__ContractEndDate__c, kuga_sub__ParentContractEndDate__c (Formula Date)
• kuga_sub__DateRequired__c (Roll-Up MIN), kuga_sub__ServiceDateExpires__c (Roll-Up MAX)
• kuga_sub__ParentContract__c (Lookup Contract), kuga_sub__ParentOrder__c (Lookup Order)
• kuga_sub__AutoEmailRenewalOrder__c (Checkbox), kuga_sub__AutoRenewedOrder__c (Lookup Order)
• kuga_sub__RenewalOrderAutoCreationDate__c (Date), kuga_sub__RenewalPriceUpliftPercent__c (Percent)

On kugo2p__SalesOrder__c (16 fields — ORDER RELEASE controls):

• kuga_sub__GenerateContract__c (Checkbox) — create Contract on release
• kuga_sub__GenerateAsset__c (Checkbox) — create Assets on release
• kuga_sub__GenerateSubscription__c (Checkbox) — create Subscriptions on release
• kuga_sub__GenerateRenewalOpportunity__c (Checkbox) — create Renewal Opportunity on release
• kuga_sub__ContractNumber__c (Lookup Contract), kuga_sub__ParentContract__c (Lookup)
• kuga_sub__RenewalOpportunity__c (Lookup Opportunity)
• kuga_sub__ContractEndDate__c, kuga_sub__ParentContractEndDate__c, kuga_sub__RenewalEndDate__c (Formulas)
• kuga_sub__RenewableProductsCount__c, kuga_sub__RenewableServicesCount__c (Roll-Ups)
• kuga_sub__TrackableProductsCount__c, kuga_sub__TrackableServicesCount__c (Roll-Ups)
• kuga_sub__ServiceDateExpires__c (Roll-Up MAX)
• kuga_sub__UpdateContractContacts__c (Multi-Select Picklist)

On kugo2p__SalesQuote__c (2 fields):

• kuga_sub__ContractEndDate__c (Formula), kuga_sub__ContractNumber__c (Lookup Contract)

On kugo2p__SalesOrderServiceLine__c (2 fields):

• kuga_sub__Renew__c (Checkbox) — revenue classification (recurring vs one-time). See Appendix D.
• kuga_sub__Track__c (Checkbox, label: "Create Subscription") — when true on an Order Service Line, the Order Service Line trigger generates a Subscription on Order Release. Propagated from Product2.kuga_sub__Track__c.

Order Service Lines generate Subscriptions (via the rule above) but never Assets.

On kugo2p__SalesOrderProductLine__c (2 fields):

• kuga_sub__Renew__c (Checkbox) — revenue classification (recurring vs one-time)
• kuga_sub__Track__c (Checkbox, label: "Create Subscription") — present on product lines but has no effect: Order Product Lines never generate Subscriptions on Order Release.

Order Product Lines generate Assets (when the related APD.kugo2p__CreateAsset__c = true) but never Subscriptions. Asset creation is driven by the Order Product Line trigger, not the Order Service Line trigger.

On kugo2p__SalesQuoteServiceLine__c (1 field):

• kuga_sub__Renew__c (Checkbox)

On kugo2p__SalesQuoteProductLine__c (1 field):

• kuga_sub__Renew__c (Checkbox)

On Contract (21 fields):

• kuga_sub__AnnualRecurringRevenue__c, kuga_sub__MonthlyRecurringRevenue__c (Roll-Up SUM Subscription)
• kuga_sub__TotalSubscriptionAmount__c, kuga_sub__TotalSubscriptionCount__c, kuga_sub__TotalSubscriptionQuantity__c (Roll-Ups)
• kuga_sub__SubscriptionStartDate__c (Roll-Up MIN), kuga_sub__SubscriptionEndDate__c (Roll-Up MAX)
• kuga_sub__AnnualRecurringRevenueForecast__c (Formula)
• kuga_sub__Effective__c (Formula Checkbox) — is contract currently active
• kuga_sub__Expanded__c (Checkbox) — has been expanded
• kuga_sub__ContractRenewalNoticeDate__c (Formula), kuga_sub__SendRenewalNoticeToday__c (Formula)
• kuga_sub__LastRenewalNoticeSentDate__c (Date)
• kuga_sub__AutoEmailRenewalNotice__c, kuga_sub__AutoEmailRenewalOrder__c (Checkboxes)
• kuga_sub__RenewalOpportunity__c (Lookup Opportunity), kuga_sub__RenewalTerm__c (Number)
• kuga_sub__Pricebook2Id__c (Lookup Pricebook)
• kuga_sub__ContactBuying__c, kuga_sub__ContactBilling__c, kuga_sub__ContactShipping__c (Lookups)

On Asset (4 fields):

• kuga_sub__ContractNumber__c (Lookup Contract)
• kuga_sub__ParentSubscription__c (Lookup Subscription)
• kuga_sub__ParentLine__c (Formula)
• kuga_sub__Renew__c (Formula Checkbox)

Apex Triggers

kugo2p Triggers (34)

kuga_sub Triggers (14 — only when HAS_KUGA_SUB = true)

Apex Class Logic

kuga_sub Architecture

All kuga_sub triggers use a TriggerHandler base class pattern with overridable methods: beforeInsert, afterInsert, beforeUpdate, afterUpdate, beforeDelete, afterDelete. Each trigger instantiates its handler and calls handler.run().

Central orchestration class: KugamonHelper — contains all core business logic as static methods. Trigger handlers are thin dispatchers that call into KugamonHelper.

Security: All DML operations use SecurityUtil.stripInaccessibleFromDML() for FLS enforcement.

Order Release Coordination

The most critical architectural pattern in kuga_sub. Three triggers (Order, ServiceLine, ProductLine) coordinate via static flags to ensure Order Release operations run exactly once regardless of trigger execution order.

Static coordination flags on KugamonHelper:

• hasRenewableProducts / hasRenewableServices — set by product/service line afterUpdate triggers
• processedContract / processedSubscription — prevent duplicate processing
• processedProductLineAfterUpdateTrigger / processedServiceLineAfterUpdateTrigger — track which line triggers have fired
• mapNewContractOrders — shared map of orders needing processing, populated by SalesOrderTriggerHandler

Execution flow when Order status changes:

1. SalesOrderTriggerHandler.afterUpdate detects status change, populates mapNewContractOrders, calls createContract → createSubscription → createRenewalOpportunity
2. Contract/Subscription creation updates order line items, which fires ServiceLine and ProductLine afterUpdate triggers
3. Line triggers check mapNewContractOrders — if populated and their counterpart has already fired, they call createContract → createSubscription → createRenewalOpportunity again
4. The processedContract / processedSubscription flags prevent duplicate execution

Key setting: InitiateOrderSubscriptionManagement__c on kuga_sub__SubscriptionSetting__c controls WHEN Order Release fires:

• "Approve/Release" — fires when order status changes to Approved AND Released
• "Release" — fires only when order status changes to Released

KugamonHelper Key Methods

Order Release Methods

Cancellation / Un-Release Methods

Renewal and Pricing Methods

Line Item and Flag Propagation Methods

Matching Utility

Trigger Handler Behaviors

SalesOrderTriggerHandler

• beforeInsert: Sets RecordType from linked Quote or Opportunity. For Expansion/Renewal: copies ContractNumber__c from Quote. Calls setOrderDetails which auto-calculates GenerateContract__c, GenerateAsset__c, GenerateSubscription__c, GenerateRenewalOpportunity__c based on whether line items have Renew/Track flags
• afterUpdate: Detects Order status change → triggers Order Release chain (createContract → createSubscription → createRenewalOpportunity). On cancellation/un-release → calls deActivateOrderContracts to reverse all generated records

SalesQuoteTriggerHandler

• beforeInsert: Sets RecordType from linked Opportunity's RecordType. For Expansion/Renewal quotes when ExtendContractonRenewal__c is enabled: auto-sets ContractNumber__c and copies contacts (ContactBilling, ContactBuying, ContactShipping) from the Contract

ContractTriggerHandler

• beforeInsert/Update: Validates single active contract per account (unless AllowMultipleActiveContracts__c = true). Auto-calculates ContractTerm from StartDate and EndDate
• beforeUpdate: setContactDetails syncs billing/shipping addresses from Contact records to Contract address fields. Validates required address fields are populated
• afterUpdate — Activation: When contract activates, syncs IsActive__c on all child Subscriptions
• afterUpdate — Cancellation: When contract is cancelled, cancels all child Subscriptions (sets Status__c = 'Cancelled') and closes the linked Renewal Opportunity (stage → "Closed Lost")
• afterUpdate: Syncs AutoEmailRenewalOrder__c flag changes to the linked Renewal Opportunity

SubscriptionTriggerHandler

• beforeInsert/Update: Syncs IsActive__c (editable) with Active__c (formula) to keep them aligned
• afterUpdate — Cancellation: When a subscription is cancelled, finds matching OLIs on the Renewal Opportunity using getOLIKey. Reduces quantity on the matching OLI by the subscription's quantity. If resulting quantity ≤ 0, deletes the OLI entirely

OpportunityTriggerHandler

• beforeUpdate: Validates currency match for Expansion/Renewal opportunities — the opp's CurrencyIsoCode must match the parent Contract's currency. Prevents currency mismatch errors
• afterUpdate: When RenewalPriceUpliftPercent__c changes on a Renewal opp, triggers updateRenewalUpliftSalesPrice to recalculate all line item prices

AssetTriggerHandler

• beforeInsert: Calls KugamonHelper.setAssetDetails — links asset to Contract and Subscription
• afterInsert: Calls KugamonHelper.updateSubscriptionDetails — sets ParentAsset__c on the subscription

SalesOrderServiceLineTriggerHandler

• beforeInsert: Sets ListPrice from PricebookEntry. Propagates Track__c from AdditionalProductDetail.ReferenceProduct.Track__c. Propagates Renew__c from linked quote service line. Calls updateRenewandServiceTerm and updateExpansionKitMemberServiceEndDate
• afterUpdate: Sets processedServiceLineAfterUpdateTrigger = true, then conditionally calls Order Release chain if mapNewContractOrders is populated

SalesOrderProductLineTriggerHandler

• beforeInsert: Same pattern as service line handler. Track__c from AdditionalProductDetail.CreateAsset. Propagates Renew__c from linked quote product line
• afterUpdate: Sets processedProductLineAfterUpdateTrigger = true, then conditionally calls Order Release chain

Scheduled Batch Jobs

Three scheduleable batch classes handle automated lifecycle operations:

Key Settings That Drive Behavior

These fields on kuga_sub__SubscriptionSetting__c control critical behavior:

Order Release Trigger Map

Three independent triggers drive what's created on Order Release. Crucially, Subscriptions only come from Order Service Lines and Assets only come from Order Product Lines — the two are split by line-object, not by flag alone.

SUBSCRIPTION  (Order Service Line trigger only)
─────────────
Product2.kuga_sub__Track__c (label: "Create Subscription")
   └─ propagates → OLI / QuoteLine / OrderLine .kuga_sub__Track__c
       └─ on Order Release, when the line is a Service
          (lands on kugo2p__SalesOrderServiceLine__c; APD.Service__c = true):
              └─→ Order Service Line trigger creates a Subscription
       └─ on Order Product Lines: no Subscription, ever

ASSET  (Order Product Line trigger only)
─────
kugo2p__AdditionalProductDetail__c.kugo2p__CreateAsset__c
   └─ on Order Release, when the line is a Product
      (lands on kugo2p__SalesOrderProductLine__c; APD.Service__c = false):
          └─→ Order Product Line trigger creates an Asset
   └─ on Order Service Lines: no Asset, ever

RENEWAL OPPORTUNITY  (any line)
───────────────────
Product2.kuga_sub__Renewable__c
   └─ on Order Release, if true on any line's product (service or product):
       └─→ Renewal Opportunity created
   └─ also drives the "Renewable" prefix on the Product Snapshot LWC

Separate concept — revenue classification, not Subscription creation: kuga_sub__Renew__c on OpportunityLineItem / Quote Lines / Order Lines is a different field that classifies revenue as recurring (MRR/ARR) vs one-time (NonRecurringRevenue). It does NOT trigger Subscription creation. See Appendix D: Renew Field Guide for the revenue side.

kugo2p Apex Classes

Below is the architectural overview of key kugo2p Apex classes.

Core Architecture Patterns

Kontroller — Central action router for all Visualforce/LWC button actions. Key design:

• Kontroller.logicPath static variable: 'trigger' (default) or 'controller'. When set to 'controller', trigger handlers skip auto-fill logic (e.g., SalesQuoteHelper.fillSalesQuote) so the controller can manage field values directly. This prevents double-processing when records are created programmatically via buttons
• Director() method routes based on action parameter: createSalesQuote, createSalesOrder, createInvoice, updateQuoteStatus, updateOrderStatus, updateInvoiceStatus, deleteInvoice, goToPaymentTerminal, attachPDF, onlineOrderEmail, onlineInvoiceEmail, emailPaymentPDF, createPaymentPDF, emailOrderPDF, emailQuotePDF, emailInvoicePDF, refreshAssets, refreshPayment, cloneSalesQuote (from updateQuoteStatus Won flow)
• ValidateAccountDetails(Id acctId) — validates billing address and contact exist before quote/order creation. Called by trigger handlers too
• Order status flow: Draft → Sent → Approved → Released → Cancelled. Special statuses: ApproveOrderandPay (approve + immediate payment), Unrelease, CancelApproved, CancelReleased
• Quote Won flow: updateQuoteStatusToWonAndGenerateOrder() sets quote status to Won, then internally routes to createSalesOrder to auto-generate order

KugamonSyncService — Bidirectional sync between Quotes/Orders and OpportunityLineItems. Implements Queueable for async processing:

• syncOpportunity(list<SObject>, map oldHeaders, String objType) — static entry point called from quote/order afterUpdate triggers. Detects changes to IsPrimary, Opportunity, PriceBookName, RecordStatus, DiscountPercent. Only syncs if record is primary (IsPrimary__c = true) and linked to an Opportunity. Enqueues a Queueable job to process
• syncOppLines(list<SObject>, map oldLines, String objType, boolean isService) — static entry point called from quote/order line afterAll triggers. Detects changes to Quantity, SalesPrice, LineDiscountPercent, ServiceDate, LineDescription, SortOrder, OpportunityLineItemId, ParentProductLine, ParentServiceLine, ConfigurationOption. Also checks "twin fields" (custom mapped fields between line types). If HAS_KUGA_SUB, also monitors kuga_sub__Renew__c, DateServiceEnd__c, UnitofTerm__c
• processKugamonLines() — core sync method. Creates/upserts OpportunityLineItems from quote/order lines. Maps: Quantity, UnitPrice (calculated via getSalesPrice), Discount, ServiceDate, Description, SortOrder. Copies "twin fields" via Util.copyFields. If HAS_KUGA_SUB: syncs Renew__c, DateServiceEnd__c, ServiceTerm__c, ServiceTermBehavior__c, UnitofTerm__c to OLI
• disableOpportunitySync static boolean — can be set to skip sync entirely
• Lines with "Exclude from Opportunity Sync" flag are skipped (creates a Task notification)
• Lines with Quantity = 0 are skipped (OLI doesn't support zero quantity)
• Lines with inactive PricebookEntry are skipped

Kugamon — Central caching/retrieval layer providing get/clear/refresh patterns for all Q2C objects: Account, Contact, Opportunity, OLI, Product2, ProductDetail, KitBundleMembers, Pricebook, PricebookEntry, SalesQuote (with all child lines), SalesOrder (with all child lines), Shipment, Invoice, Payment, AppliedPayment, ServiceDeliverySchedule, RecordType, TaxRate, VAT, AdditionalChargeCredit, EmailTemplate. This class is the data access layer — all trigger handlers and helpers query through it for caching

SecurityUtil — All DML operations across the entire package use SecurityUtil.stripInaccessibleFromDML() for FLS enforcement. Delete operations check SecurityUtil.checkObjectIsDeletable()

Helper Classes

kugo2p Trigger Handler Behaviors

SalesQuoteTriggerHandler

• beforeInsert: Validates pricebook (must have PBE entries matching quote currency). Assigns currency from Pricebook if multi-currency. Generates OnlineApprovalKey__c random string. Checks Kontroller.logicPath — if 'trigger' (manual creation), calls SalesQuoteHelper.fillSalesQuote to auto-fill defaults
• afterInsert: Copies OpportunityLineItems to quote lines via SalesQuoteHelper.createSalesQuoteLines. Calls SalesQuoteHelper.assignPrimaryQuote to set IsPrimary
• beforeUpdate: Contact address sync — when ContactBilling/ContactShipping changes, copies Contact's Mailing address → BillTo fields, Other address → ShipTo fields. Discount cascade — when DiscountPercent__c changes, recalculates LineDiscountAmount__c on ALL child service and product lines. Currency enforcement — prevents currency change if child lines exist. Pricebook validation — prevents pricebook change if child lines exist
• afterUpdate: Cascades ContactShipping, Carrier, Warehouse, Opportunity changes to all child lines. Calls KugamonSyncService.syncOpportunity for opportunity sync. Calls SalesQuoteHelper.handleQuoteStatusUpdate on status changes

SalesQuoteServiceLineTriggerHandler

• beforeInsert: Fills kit bundle member details from KitBundleMember records. Assigns auto-incrementing SortOrder via aggregate MAX query. Validates pricebook (checks PBE exists for the product, including kit member validation). If Kontroller.logicPath == 'trigger' (manual creation): auto-fills ServiceName from APD, calculates ServiceEndDate from ServiceTerm, applies "% of Unit Price" logic, enforces currency match with parent quote
• afterAll (insert/update/delete/undelete): Creates kit bundle member lines (both service and product members from KBM records). Rolls up Tax, Discount, VAT amounts to quote header. Syncs kit header quantity changes to member lines. Calls KugamonSyncService.syncOppLines for opportunity sync
• beforeDelete: Prevents deletion of required kit bundle members. Cascade deletes child kit members

SalesQuoteProductLineTriggerHandler

• beforeInsert: Assigns SortOrder. Validates pricebook (including kit bundle member validation via APD/KBM queries). If Kontroller.logicPath == 'trigger': fills product line defaults, enforces currency match
• afterAll: Creates kit bundle member lines (can create BOTH product AND service member lines from product header). Tax/Discount/VAT roll-up to quote header. Kit quantity sync. Calls KugamonSyncService.syncOppLines
• beforeDelete: Prevents required kit member deletion. Cascade deletes child products AND child services

Cross-trigger coordination: TriggerHelper.passedPricebookValidation static flag prevents duplicate pricebook validation when both product and service line triggers fire in the same transaction

SalesOrderTriggerHandler

• beforeInsert: Validates pricebook, assigns currency. Generates Onl

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