The opp trigger code:

// ----------------------------------------------------------------------------------------------- // Trigger: CalcYTDAmounts() - Rollup YTD Opps into Contact field. // // Purpose: // - Sum this year's opp amounts using various filters, then update the contact YTD opp amt field // - and also update the contact remaining expected amt field. // ----------------------------------------------------------------------------------------------- trigger CalcYTDAmounts on Opportunity (after insert, after update, after delete) { Set<Id> conIDs = new Set<Id>(); Contact[] changedCons = new List<Contact>(); Opportunity[] recordSet = new List<Opportunity>(); Map<String, Id> recTypesRev = new Map<String, Id>(); Map<Id, Decimal> conRecur = new Map<Id, Decimal>(); //Build a "reversed" map so that the record type name becomes the Key and the id is the Value. for(RecordType rec : [select id, DeveloperName from RecordType]) { recTypesRev.put(rec.DeveloperName, rec.Id); } if(Trigger.IsDelete) { recordSet = Trigger.old; } else { recordSet = Trigger.new; } for(Opportunity opp : recordSet) { conIDs.add(opp.cv__Contact__c); } //Create a contact map. Map<Id, Contact> conMap = new Map<Id, Contact>([select Id, YTD_Donation_Amount__c, Remaining_Recurring_Amount__c from Contact where Id in :conIDs]); //Get contacts with their active recurring gifts. Contact[] temp = [select Id, YTD_Donation_Amount__c, Remaining_Recurring_Amount__c, (select cv__Start_Date__c, Remaining_Expected_Amount__c from cv__R00N40000001X8sTEAS__r where cv__Recurring_Gift_Status__c = 'Active' order by cv__Start_Date__c DESC) from Contact where Id in :conIDs]; //Map most recent recurring gift's remaining expected amt to the contact. //If no recurring gift for the contact, then set a null value. for(Contact con : temp) { if(con.cv__R00N40000001X8sTEAS__r.size() > 0) { conRecur.put(con.Id, con.cv__R00N40000001X8sTEAS__r[0].Remaining_Expected_Amount__c); } else { conRecur.put(con.Id, null); } } //Sum the opps. AggregateResult[] conOppSum = [select cv__Contact__c, SUM(Amount) Amt from Opportunity where cv__Contact__c in :conIDs and CALENDAR_YEAR(CloseDate) = :date.today().year() and ( (RecordTypeId = :recTypesRev.get('SingleDonation') and StageName = 'Received') or (RecordTypeId in (:recTypesRev.get('PledgeInstallment'), :recTypesRev.get('RecurringDonation')) and StageName in ('Received', 'Pending Installment') )) GROUP BY cv__Contact__c]; //Loop through the agg result to cast the contact ID and YTD amount and update the values in the contact map. //If the last opp in the current year was deleted for a contact, the contact will not appear in the agg result. //Thus we must capture the contact IDs in the agg result and compare to the conIDs set from the start. Set<Id> arConIDs = new Set<Id>(); for(AggregateResult ar : conOppSum) { Id conID = (Id)ar.get('cv__Contact__c'); arConIDs.add(conID); Decimal oppSum = (Decimal)ar.get('Amt'); conMap.get(conID).YTD_Donation_Amount__c = oppSum; conMap.get(conID).Remaining_Recurring_Amount__c = conRecur.get(conID); changedCons.add(conmap.get(conID)); } //Find the contacts that don't appear in the agg results and null out their YTD field //because they have no opps in the current year. for(Id conID : conIDs) { if(!arConIDs.contains(conID)) { conMap.get(conID).YTD_Donation_Amount__c = null; conMap.get(conID).Remaining_Recurring_Amount__c = conRecur.get(conID); changedCons.add(conmap.get(conID)); } } update changedCons; }