Features/products standard pricebook

README.md

@@ -48,6 +48,12 @@ If you want to use a scratch org to play with Snowfakery, you may want to instal
 - Optional for EDA orgs: **Install Advisor Link** Run `cci flow run sal:install_base --org dev`
 - **Install NPSP** Run `cci flow run npsp:install_prod --org dev`
 
+#### OSC Collaboration
+**MembershipSchemaAndBenefits**
+- **Create memberhisp cci org definition** Run `cci org scratch dev membership --days 30`
+- **Install OSC MembershipSchemaAndBenefits** Run `cci flow run osc_memberships:dev_org --org membership`
+  - **Load OSC MembershipSchemaAndBenefits Snofakery Generated Data** Run `cci flow run osc_memberships_project --org membership`
+
 ### Instructions for the Collaborators
 
 There are several open issues suggesting new recipes we need and fixes to existing recipes. We also welcome contributions of new recipes we haven't though of yet.

cumulusci.yml

@@ -15,6 +15,8 @@ sources:
         github: https://github.com/SalesforceFoundation/NPSP
     sal:
         github: https://github.com/SalesforceFoundation/SAL-CumulusCI
+    osc_memberships:
+        github: https://github.com/SFDO-Community-Sprints/MembershipSchemaAndBenefits
 
 tasks:
     robot:
@@ -65,10 +67,10 @@ flows:
                 task: load_membership_products
             3:
                 task: load_membership_opportunities
-    npsp_settings:
-        class_path: cumulusci.tasks.bulkdata.generate_and_load_data_from_yaml.GenerateAndLoadDataFromYaml
-        options:
-            generator_yaml: snowfakery_samples/npsp/NPSP_Settings.recipe.yml
+    # npsp_settings:
+    #     class_path: cumulusci.tasks.bulkdata.generate_and_load_data_from_yaml.GenerateAndLoadDataFromYaml
+    #     options:
+    #         generator_yaml: snowfakery_samples/npsp/NPSP_Settings.recipe.yml
 
     # cci flow run npsp_scratch -o npsp_settings__num_records 2 would set a particular option for the subflow
     npsp_scratch:

snowfakery_samples/OSC/MembershipSchemaAndBenefits_basic.recipe.yml

@@ -22,73 +22,75 @@
 
 ### ----------- [               CLI RUN                ]---------- ###
 
-# cci task run generate_and_load_from_yaml --generator_yaml snowfakery_samples/OSC/MembershipSchemaAndBenefits_basic.recipe.yml --num_records 1 --num_records_tablename Opportunity --org dev
-# snowfakery --output-format json --output-file src/foo.json snowfakery_samples/OSC/MembershipSchemaAndBenefits_basic.recipe.yml --plugin-option org_name dev
+# cci task run snowfakery --recipe snowfakery_samples/OSC/MembershipSchemaAndBenefits_basic.recipe.yml --drop_missing_schema True --org membership
+# snowfakery --output-format json --output-file foo.json snowfakery_samples/OSC/MembershipSchemaAndBenefits_basic.recipe.yml --plugin-option org_name membership
 
 ### ----------- [            Recipe Starts             ]---------- ###
 
 - plugin: snowfakery.standard_plugins.Salesforce.SOQLDataset
 
-- object: Opportunity
-  count: 1
+- object: temp
   fields:
-    Type: Membership
-    CloseDate:
+    __oppDate:
       date_between:
         start_date: -1y
         end_date: today
+
+- object: Contact
+  fields:
+    # MembershipSchemaAndBenefits custom fields -- expected to be handled by Apex
+    Last_Membership_Start_Date__c: ${{temp.__oppDate}}
+    First_Membership_Start_Date__c: ${{temp.__oppDate}}
+    Membership_End_Date__c: ${{temp.__oppDate+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: ${{temp.__oppDate}}
+          Membership_End_Date__c: ${{temp.__oppDate+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
+
+- object: Opportunity
+  count: 1
+  fields:
+    Type: Membership
+    CloseDate: ${{temp.__oppDate}}
     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

snowfakery_samples/npsp/Products_Standard_npsp.recipe.yml

@@ -0,0 +1,56 @@
+### ------------- [          ORDER OF INSERT         ]------------ ###
+# 1-0. Product2 [1/3]
+# 1-1. PricebookEntry [1/3]
+
+### ----------- [ Products_Standard_npsp.recipe.yml Summary ]---------- ###
+# This recipe creates [1] product among three choices: "Individual Membership", "Houshold Membership", "Corporate Membership"
+# Creates 1 Pricebook entry to the standard price book
+# This recipe queries into a connected cci org to retrieve Standard Pricebook Id
+
+### ----------- [               CLI RUN                ]---------- ###
+
+# cci task run generate_and_load_from_yaml --generator_yaml snowfakery_samples/npsp/Products_Standard_npsp.recipe.yml --org dev
+# snowfakery snowfakery_samples/npsp/Products_Standard_npsp.recipe.yml --output-format json --output-file snowfakery_samples/temp/output.json --plugin-option org_name dev
+
+### ----------- [            Recipe Starts             ]---------- ###
+
+- plugin: snowfakery.standard_plugins.Salesforce.SOQLDataset
+
+- object: Product2
+  nickname: p1
+  fields:
+    Name: 
+      random_choice:
+        - Individual Membership
+        - Household Membership
+        - Corporate Membership
+    ProductCode: 
+      if:
+        - choice:
+            when: ${{Name == 'Individual Membership'}}
+            pick: INDVDL-MEMBER-ANNUAL
+        - choice: 
+            when: ${{Name == 'Household Membership'}}
+            pick: HSHLD-MEMBER-ANNUAL
+        - choice: 
+            when: ${{Name == 'Corporate Membership'}}
+            pick: CRPRT-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}}
+