【Agentforce実践】freee × Agentforceで請求書トラブル対応を自動化してみた

/**
 * FreeeInvoiceSearchAction
 * freee請求書データをSalesforceから検索するAgentforceアクション
 */
public with sharing class FreeeInvoiceSearchAction {

    public class SearchRequest {
        @InvocableVariable(required=false
            label='取引先名'
            description='検索したい取引先名（部分一致）')
        public String partnerName;

        @InvocableVariable(required=false
            label='入金ステータス'
            description='unsettled=未入金, settled=入金済み')
        public String paymentStatus;

        @InvocableVariable(required=false
            label='送信ステータス'
            description='unsent=未送信, sent=送信済み')
        public String sendingStatus;

        @InvocableVariable(required=false
            label='請求日From'
            description='請求日の開始日（YYYY-MM-DD形式）')
        public String billingDateFrom;

        @InvocableVariable(required=false
            label='請求日To'
            description='請求日の終了日（YYYY-MM-DD形式）')
        public String billingDateTo;
    }

    public class SearchResponse {
        @InvocableVariable(label='検索結果')
        public String result;

        @InvocableVariable(label='件数')
        public Integer totalCount;

        @InvocableVariable(label='成功フラグ')
        public Boolean success;
    }

    @InvocableMethod(
        label='freee請求書検索'
        description='freee for Salesforceの請求書データを検索します'
        category='freee連携'
    )
    public static List<SearchResponse> searchInvoices(
            List<SearchRequest> requests) {
        List<SearchResponse> responses = new List<SearchResponse>();
        SearchRequest req = requests[0];

        try {
            String query = 'SELECT Name, freee__InvoiceNumber__c, '
                + 'freee__TotalAmount__c, freee__PaymentStatus__c, '
                + 'freee__DealStatus__c, freee__BillingDate__c, '
                + 'freee__DueDate__c, freee__SendingStatus__c, '
                + 'freee__TotalVat__c, freee__Partner__r.Name '
                + 'FROM freee__IV_Invoice__c';

            List<String> conditions = new List<String>();

            if (String.isNotBlank(req.partnerName)) {
                conditions.add(
                    'freee__Partner__r.Name LIKE \'%'
                    + String.escapeSingleQuotes(req.partnerName)
                    + '%\'');
            }
            if (String.isNotBlank(req.paymentStatus)) {
                conditions.add(
                    'freee__PaymentStatus__c = \''
                    + String.escapeSingleQuotes(req.paymentStatus)
                    + '\'');
            }
            if (String.isNotBlank(req.sendingStatus)) {
                conditions.add(
                    'freee__SendingStatus__c = \''
                    + String.escapeSingleQuotes(req.sendingStatus)
                    + '\'');
            }
            if (String.isNotBlank(req.billingDateFrom)) {
                conditions.add(
                    'freee__BillingDate__c >= '
                    + req.billingDateFrom);
            }
            if (String.isNotBlank(req.billingDateTo)) {
                conditions.add(
                    'freee__BillingDate__c <= '
                    + req.billingDateTo);
            }

            if (!conditions.isEmpty()) {
                query += ' WHERE '
                    + String.join(conditions, ' AND ');
            }
            query += ' ORDER BY freee__BillingDate__c DESC LIMIT 50';

            List<freee__IV_Invoice__c> invoices =
                Database.query(query);

            SearchResponse res = new SearchResponse();
            res.totalCount = invoices.size();
            res.success = true;

            if (invoices.isEmpty()) {
                res.result = '該当する請求書は見つかりませんでした。';
            } else {
                List<String> lines = new List<String>();
                lines.add('【freee請求書検索結果 '
                    + invoices.size() + '件】\n');

                for (freee__IV_Invoice__c inv : invoices) {
                    String partnerNameStr =
                        inv.freee__Partner__r != null
                        ? inv.freee__Partner__r.Name
                        : '（取引先未設定）';
                    lines.add('請求書番号 '
                        + (inv.freee__InvoiceNumber__c != null
                            ? inv.freee__InvoiceNumber__c : 'N/A'));
                    lines.add('取引先 ' + partnerNameStr);
                    lines.add('合計金額 ¥'
                        + (inv.freee__TotalAmount__c != null
                            ? String.valueOf(
                                inv.freee__TotalAmount__c.intValue())
                            : '0'));
                    lines.add('請求日 '
                        + (inv.freee__BillingDate__c != null
                            ? String.valueOf(inv.freee__BillingDate__c)
                            : '未設定'));
                    lines.add('');
                }

                Decimal totalAmount = 0;
                Integer unsettledCount = 0;
                Integer unsentCount = 0;
                for (freee__IV_Invoice__c inv : invoices) {
                    if (inv.freee__TotalAmount__c != null)
                        totalAmount += inv.freee__TotalAmount__c;
                    if (inv.freee__PaymentStatus__c == 'unsettled')
                        unsettledCount++;
                    if (inv.freee__SendingStatus__c == 'unsent')
                        unsentCount++;
                }
                lines.add('合計金額 ¥'
                    + String.valueOf(totalAmount.intValue()));
                lines.add('未入金 ' + unsettledCount + '件');
                lines.add('未送信 ' + unsentCount + '件');
                res.result = String.join(lines, '\n');
            }
            responses.add(res);
        } catch (Exception e) {
            SearchResponse errRes = new SearchResponse();
            errRes.success = false;
            errRes.totalCount = 0;
            errRes.result = 'エラーが発生しました '
                + e.getMessage();
            responses.add(errRes);
        }
        return responses;
    }

    private static String getPaymentStatusLabel(String status) {
        if (status == 'unsettled') return '未入金';
        if (status == 'settled') return '入金済み';
        return status != null ? status : '不明';
    }

    private static String getSendingStatusLabel(String status) {
        if (status == 'unsent') return '未送信';
        if (status == 'sent') return '送信済み';
        return status != null ? status : '不明';
    }
}