Selected Work / 03
Invoice Export Refactor
Audit triggered by a field bug. Found SOQL queries inside loops and a sharing model that hid most of the data agents needed. Fixed both.
Context
The invoice export feature was a key tool for the third-party collections team. Agents used it to pull case and invoice data from Salesforce into exportable formats for their own tracking and reporting.
Problem
A bug surfaced in the field: the component wasn’t returning the right data. Investigation found two structural problems.
The first was the sharing model. The Apex controller ran with default sharing rules, which meant it only returned cases where the current user was the record owner. That was wrong. Collections agents needed visibility across all third-party collections queues, not just their own. Most of the data they needed was invisible to them.
The second was SOQL queries inside loops. The controller ran database queries inside iteration blocks — a governor limits violation under higher data volumes.
Approach
Audited both the LWC and its Apex controller.
Fixed the sharing model by adjusting the controller’s sharing context to return cases across all relevant queues instead of only owned records.
Rewrote the SOQL queries to pull data in bulk before the loop, eliminating the governor limits risk.
Outcome
The component now returns the full set of cases the collections team actually needs. The SOQL-in-loop problem is gone. The bug that surfaced in the field was resolved, and the controller is no longer at risk of hitting governor limits under load.