Fondsprofiler @ Union Investment - The biggest apex project in the world

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FondsProfiler @ Union Investment
The biggest APEX project in the world?
Niels de Bruijn, Business Unit Manager APEX
Oliver Lemm, Supervisor Competence Center APEX
Kscope 2013, June 26th

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Introduction
 Niels de Bruijn
 36 year, married, two daughters
 living in Ratingen (nearby Düsseldorf)
 since 12/2003 @ MT AG (after 2 years @ Oracle)
- Senior Consultant > Supervisor > Business Unit Manager
 http://apex.mt-ag.com & http://www.apexsolutions.de
 you can find me on Skype, Xing, LinkedIn, Twitter, Facebook
FondsProfiler @ Union Investment2

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Introduction
 Oliver Lemm
 32 year, married, two daughters
 living in Dinslaken
 since 02/2007 @ MT AG
- Junior Consultant > Consultant > Senior Consultant
> Supervisor APEX
 degree „Angewandte Informatik“ from the university of Duisburg-Essen
 architect and lead developer for APEX projects
 Blog http://oliverlemm.blogspot.de
 Twitter https://twitter.com/OliverLemm

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APEX.MT-AG.COM

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Agenda
1. About the Project
2. Key Facts
3. Technical Highlights
4. Are you ready for doing big (APEX) projects?

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About the Project

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What is it all about (technically speaking)?
 FondsProfiler contains the definition of 960 funds
 Intranet application used by 650+ registered active users
About the Project
Fund Definition
APEX 4.1 /
DB 11gR2
Master Data
Enforcement of
investment
restrictions
Enforcement of
benchmark
definitions
Reporting

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Key Facts

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FondsProfiler
A single APEX 4.1 application that consists of:
 67 pages,
 344 tables,
 366 views,
 107 packages and
 167 LOVs
 Development time of 12 months
 Going live on 07/16/2012
Key Facts

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Project Team
Employees of MT AG involved during the development phase:
 8 - APEX (including PL/SQL experts)
 2 - Data Modeling
 4 - Interfaces
 3 - Project Leaders
 1 - Quality Assurance
 1 - Admin
 Project type: fixed price
Key Facts

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Technical Highlights

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Layout, Design, User Interaction
FondsProfiler @ Union Investment - n12

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Implementation strategy for big projects

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Implementation strategy for big projects
 site-specific-databaselayer concept
 predefined standard functions per page
- fetch/save/check
 Only a single manual fetch/save process per page
- increased maintainability
 Single “save” button per page although multiple regions
 Using an acronym for every template-name which is used

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How to handle multiple MRUs on a single page
FondsProfiler @ Union Investment - o15

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How to handle multiple MRUs on a single page
 Multiple MRUs on a single page were necessary
 APEX collections were used to keep the changed values before the “Save”
button was clicked
 Handle general mru on global page / Page 0
 Overloading apex_item package with own JavaScript/CSS
 Special functional handling when saving
 Using overlay when adding lines

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The “Master Table”

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 Which page contains which items and how do these map to the data model?
 Which items belong logically together?
- Validation attributes on group level (required?- max. size? - min/max allowed?)
The “Master Table”

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Ensuring that project guide lines are followed

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 Using APEX Repository, Metadata from Database and “Master Table”
 APEX
- Branches, Process, item, region, button, page
- Names, Templates, Condition never, help text, alignment, lov
 Database
- Save_page, fetch_items, check_data, table and column mapped
 Master Table
- Item on page, compare in tables, reference tables contains data

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 APEX Advisor
 Project guidelines were documented
- but as usual, nobody follows these, therefore:
- QA-Tool was introduced
- enforces the project specific guide lines

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Validations

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Validations
 Each page can be validated by a click on a button
 Saving data and checking data had to be separated
 Based on Master Table Type and if field is mandatory should be used
 > 270 validations are performed
- Simple ones like “is number?” > client-side check
- Complex ones > server-side check by PL/SQL
 either page-specific or by using a general package
 All checks can also be performed at once!

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Security Concept

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Security Concept
 Combined LDAP/local authentication used
 Triggers log every possible change
 Authenticated users may see every page
- jQuery renders appropriate fields read-only, depending on security settings
- No server sided security, no checksum performed (accepted behavior)
 Lock a set of data based on functional definition
- Lock all pages related to fondsprofil based on time
- Lock automatically the page and the related data

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Querying the whole data model

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Querying the whole data model
 End user can query data model by using Interactive Reports
- Each IR covers a section of business data
- Based on a set of data and the definition of the Master Table another row had
to be selected
 Table functions used

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Delta-Reporting

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Delta-Reporting
 Recursive mechanism based on foreign keys
 Using Master Table to determine dynamically Label
 Comparing two sets of data
 Collections were utilized to improve performance
 Building a direct link to the related APEX page where the attribute can be
maintained

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Copy-Functionality
 Copying a set of data relying on many tables (1-1,1-n,n-m)
 Different types of copy
- Using copy as a template
- Using copy as a new version of old data
 Master Table defines for each field if the field should be copied based on the
copy type

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Are you ready for doing big (APEX)
projects?

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Joel on Software: 12 Steps to Better Code
1) Do you use source control?
2) Can you make a build in one step?
3) Do you make daily builds?
4) Do you have a bug database?
5) Do you fix bugs before writing new code?
6) Do you have an up-to-date schedule?
7) Do you have a spec?
8) Do programmers have quiet working conditions?
9) Do you use the best tools money can buy?
10) Do you have testers?
11) Do new candidates write code during their interview?
12) Do you do hallway usability testing?
© 2000-2012 Joel Spolsky
Are you ready for doing big (APEX) projects?

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Enjoy the rest of the conference!
MT AG
Balcke-Dürr-Allee 9
40882 Ratingen
Telefon: +49 (0) 21 02 309 61-0
Telefax: +49 (0) 21 02 309 61-10
E-Mail: apex@mt-ag.com
apex.mt-ag.com

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