From 7ec5f8a035ceb4aabe422d2be3b8aab943b78596 Mon Sep 17 00:00:00 2001 From: Allison Letts Date: Mon, 30 Oct 2023 15:27:06 -0500 Subject: [PATCH] add detail to snowfakery recipe and cleanup so that it runs --- cumulusci.yml | 10 +- .../MembershipSchemaAndBenefits.recipe.yml | 190 ++++++++++++++++++ ...maAndBenefits_PricebookProducts.recipe.yml | 90 +++++++++ 3 files changed, 289 insertions(+), 1 deletion(-) create mode 100644 datasets/MembershipSchemaAndBenefits.recipe.yml create mode 100644 datasets/MembershipSchemaAndBenefits_PricebookProducts.recipe.yml diff --git a/cumulusci.yml b/cumulusci.yml index c1784e5d..24d77286 100644 --- a/cumulusci.yml +++ b/cumulusci.yml @@ -16,4 +16,12 @@ tasks: robot_testdoc: options: path: robot/Membership-Management/tests - output: robot/Membership-Management/doc/Membership-Management_tests.html \ No newline at end of file + output: robot/Membership-Management/doc/Membership-Management_tests.html + + +flows: + dev_org: + steps: + 3: + task: assign_permission_sets + options: api_names Manage_Memberships diff --git a/datasets/MembershipSchemaAndBenefits.recipe.yml b/datasets/MembershipSchemaAndBenefits.recipe.yml new file mode 100644 index 00000000..b38c5559 --- /dev/null +++ b/datasets/MembershipSchemaAndBenefits.recipe.yml @@ -0,0 +1,190 @@ +### ------------- [ ORDER OF INSERT ]------------ ### +# 1-0. Account (1) +# 1-1. Contact - (2) Household Members +# 1-2. Pricebook2 (Query) +# 1-3. Product2 (Query) +# 1-4. PricebookEntry (Query) +# 1-7. Opportunity (1) +# 1-8. OpportunityLineItem (1) +# 1-5. Membership__c (1) +# 1-6. Membership_Contact_Role__c (automatically handled by Apex) + + +### ----------- [ MembershipSchemaAndBenefits_basic.recipe.yml Summary ]---------- ### +# Household Account with two contacts +# Query Standard Price Book, PricebookEntry, Product2 +# Pick one out of [3] products called "Individual Membership", "Household Membership", "Corporate Membership" +# Membership record is specific to a related account and opportunity records. +# Membership Contact role differenciates the membership details on each household member. +# There is an apex trigger handler that creates a membership contact role for primary contact. +# https://github.com/SFDO-Community-Sprints/MembershipSchemaAndBenefits +# +# +### ----------- [ CLI RUN ]---------- ### +# Use this command to run this recipe in a Salesforce scratch org called "dev": +# cci task run snowfakery --recipe snowfakery_samples/OSC/MembershipSchemaAndBenefits.recipe.yml --org dev +# +# Use this command to run this recipe locally and output to a JSON file called output.json +# snowfakery snowfakery_samples/OSC/MembershipSchemaAndBenefits.recipe.yml --output-format=json --output-file=snowfakery_samples/temp/foo.json --plugin-option org_name dev +# +### ----------- [ Recipe Starts ]---------- ### + +- plugin: snowfakery.standard_plugins.Salesforce.SOQLDataset + +- object: Opportunity + count: 1 + fields: + Type: Membership + CloseDate: + date_between: + start_date: -1y + end_date: today + Description: + fake.text: + max_nb_chars: 100 + + StageName: Closed Won + # Contact + + ContactId: + - object: Contact + fields: + # MembershipSchemaAndBenefits custom fields -- expected to be handled by Apex + Last_Membership_Start_Date__c: ${{Opportunity.CloseDate}} + First_Membership_Start_Date__c: ${{Opportunity.CloseDate}} + Membership_End_Date__c: ${{date(Opportunity.CloseDate)+relativedelta(months=12)}} + Membership_Status__c: + random_choice: + - Former + - Lapsed + - Renewal + - Current + Membership_Type__c: + random_choice: + - Individual + - Household + - Corporate + FirstName: ${{fake.firstname}} + LastName: ${{fake.lastname}} + Email: ${{fake.email}} + AccountId: + - object: Account + fields: + Name: + if: + - choice: + when: ${{Contact.Membership_Type__c == 'Individual'}} + pick: ${{Contact.FirstName}} ${{Contact.LastName}} Household + - choice: + when: ${{Contact.Membership_Type__c == 'Household'}} + pick: ${{Contact.FirstName}} ${{Contact.LastName}} Household + - choice: + when: ${{Contact.Membership_Type__c == 'Corporate'}} + pick: ${{fake.company}} + + # MembershipSchemaAndBenefits custom fields -- expected to be handled by Apex + First_Membership_Start_Date__c: ${{Opportunity.CloseDate}} + Membership_End_Date__c: ${{Opportunity.CloseDate+relativedelta(months=12)}} + Membership_Status__c: ${{Contact.Membership_Status__c}} + Membership_Type__c: ${{Contact.Membership_Type__c}} + + # Primary_Membership__c: # Apex automated + # reference: Membership__c + + Name: ${{Account.Name}}-${{Type}}-${{(CloseDate).year}} + AccountId: + reference: Account + + # NPSP fields + # npe01__Membership_Start_Date__c: ${{CloseDate}} + # npe01__Membership_End_Date__c: ${{date(CloseDate)+relativedelta(months=12)}} + # npe01__Membership_Origin__c: + # random_choice: + # - New + # - Renewal + # - Reacquire + + __pricebookentry_from_salesforce: + SOQLDataset.shuffle: + fields: UnitPrice + from: PricebookEntry + where: Product2.Name = '${{Contact.Membership_Type__c}} Membership' + Amount: ${{__pricebookentry_from_salesforce.UnitPrice}} + + __pricebook_from_salesforce: + SOQLDataset.shuffle: + fields: Id + from: Pricebook2 + Pricebook2Id: ${{__pricebook_from_salesforce.Id}} + +- object: OpportunityLineItem + fields: + Quantity: 1 + Description: + fake.text: + max_nb_chars: 30 + + OpportunityId: + reference: Opportunity + + __pricebookentry_from_salesforce: + SOQLDataset.shuffle: + fields: Id, UnitPrice, Product2Id + from: PricebookEntry + where: Product2.name like '${{Contact.Membership_Type__c}} membership' + UnitPrice: ${{__pricebookentry_from_salesforce.UnitPrice}} + + Product2Id: ${{__pricebookentry_from_salesforce.Product2Id}} +# Membership__c: + Membership__c: + - object: Membership__c + fields: + __product_from_salesforce: + SOQLDataset.shuffle: + fields: Id, Name + from: Product2 + where: name like '${{Contact.Membership_Type__c}} membership' + name: ${{Account.Name}}-${{__product_from_salesforce.Name}} + Origin__c: + random_choice: + - New + - Renewed + - Reacquired + Primary__c: true + Status__c: + random_choice: + - Former + - Lapsed + - Renewal + - Current + Type__c: + if: + - choice: + when: ${{__product_from_salesforce.Name == 'Individual Membership'}} + pick: Individual + - choice: + when: ${{__product_from_salesforce.Name == 'Household Membership'}} + pick: Household + - choice: + when: ${{__product_from_salesforce.Name == 'Corporate Membership'}} + pick: Corporate + + Does_Not_Expire__c: false + Start_Date__c: ${{Opportunity.CloseDate}} + End_Date__c: ${{date(Start_Date__c)+relativedelta(months=12)}} + + Account__c: + reference: Account + + # Apex automated + # - object: Membership_Contact_Role__c + # fields: + # Name: STRING + # Start_Date__c: DATE + # End_Date__c: DATE + # Role__c: PICKLIST + + # Is_Primary__c: BOOLEAN + + # Membership__c: REFERENCE + # Contact__c: REFERENCE diff --git a/datasets/MembershipSchemaAndBenefits_PricebookProducts.recipe.yml b/datasets/MembershipSchemaAndBenefits_PricebookProducts.recipe.yml new file mode 100644 index 00000000..184daa2f --- /dev/null +++ b/datasets/MembershipSchemaAndBenefits_PricebookProducts.recipe.yml @@ -0,0 +1,90 @@ +### ------------- [ ORDER OF INSERT ]------------ ### +# 1-0. Product2 [3] +# 1-1. PricebookEntry [3] + + +### ----------- [ MembershipSchemaAndBenefits_basic.recipe.yml Summary ]---------- ### +# Create [3] products called "Individual Membership", "Houshold Membership", "Corporate Membership" +# Create 3 Price book entries to the standard price book +# https://github.com/SFDO-Community-Sprints/MembershipSchemaAndBenefits +# Run at the pre-configuration + + +### ----------- [ CLI RUN ]---------- ### +# use this command to run the recipe in a scratch org called dev +# cci task run snowfakery --recipe snowfakery_samples/OSC/MembershipSchemaAndBenefits_PricebookProducts.recipe.yml --org dev +# +#use this command to run the recipe locally to an output JSON file in your temp folder called output.json +# snowfakery snowfakery_samples/OSC/MembershipSchemaAndBenefits_PricebookProducts.recipe.yml --output-format=json --output-file=snowfakery_samples/temp/foo.json snowfakery_samples/OSC/MembershipSchemaAndBenefits_PricebookProducts.recipe.yml --plugin-option org_name dev +### ----------- [ Recipe Starts ]---------- ### + +- plugin: snowfakery.standard_plugins.Salesforce.SOQLDataset + +- object: Product2 + nickname: p1 + fields: + Name: Individual Membership + ProductCode: INDVDL-MEMBER-ANNUAL + Description: + fake.text: + max_nb_chars: 50 + StockKeepingUnit: #sku + Family: Annual Membership + +- object: PricebookEntry + fields: + IsActive: true + UnitPrice: 250 + Product2Id: + reference: p1 + __pricebook_from_salesforce: + SOQLDataset.shuffle: + fields: Id + from: Pricebook2 + Pricebook2Id: ${{__pricebook_from_salesforce.Id}} + +- object: Product2 + nickname: p2 + fields: + Name: Household Membership + ProductCode: HSHLD-MEMBER-ANNUAL + Description: + fake.text: + max_nb_chars: 50 + StockKeepingUnit: #sku + Family: Annual Membership + +- object: PricebookEntry + fields: + IsActive: true + UnitPrice: 250 + Product2Id: + reference: p2 + __pricebook_from_salesforce: + SOQLDataset.shuffle: + fields: Id + from: Pricebook2 + Pricebook2Id: ${{__pricebook_from_salesforce.Id}} + +- object: Product2 + nickname: p3 + fields: + Name: Corporate Membership + ProductCode: CRPRT-MEMBER-ANNUAL + Description: + fake.text: + max_nb_chars: 50 + StockKeepingUnit: #sku + Family: Annual Membership + +- object: PricebookEntry + fields: + IsActive: true + UnitPrice: 250 + Product2Id: + reference: p3 + __pricebook_from_salesforce: + SOQLDataset.shuffle: + fields: Id + from: Pricebook2 + Pricebook2Id: ${{__pricebook_from_salesforce.Id}}