Merge branch 'master' into lwc_Service_Reqs

cumulusci.yml

@@ -1,15 +1,15 @@
-minimum_cumulusci_version: "3.12.2"
+minimum_cumulusci_version: '3.12.2'
 project:
   name: 01HousingandHomelessness
   package:
     name: ReferralRecommendations
     namespace: refrec
-    api_version: "48.0"
+    api_version: '48.0'
   # dependencies:
   # - github: 'https://github.com/SalesforceFoundation/PMM'
   source_format: sfdx
   test:
-    name_match: "Test_%"
+    name_match: 'Test_%'
 
 tasks:
   robot:
@@ -27,20 +27,20 @@ tasks:
     description: Assigns the package's Admin permset
     class_path: cumulusci.tasks.sfdx.SFDXOrgTask
     options:
-      command: "force:user:permset:assign -n RefRecAdmin"
+      command: 'force:user:permset:assign -n RefRecAdmin'
 
   assign_permset_apex:
     description: Assigns the package's Admin permset
     class_path: cumulusci.tasks.apex.anon.AnonymousApexTask
     options:
-      path: "scripts/apex/PermSetAssign.apex"
+      path: 'scripts/apex/PermSetAssign.apex'
 
   score_services:
     description: "Score the org's data and deploy the updated CMDT"
-    group: "ReferralRecommendations"
+    group: 'ReferralRecommendations'
     class_path: cumulusci.tasks.apex.anon.AnonymousApexTask
     options:
-      apex: "Scoring.scoreAllServices();"
+      apex: 'Scoring.scoreAllServices();'
 
   run_tests:
     options:
@@ -80,3 +80,17 @@ flows:
         ignore_failure: True
       3:
         task: score_services
+
+  install_beta:
+    steps:
+      11:
+        task: assign_permset_apex
+        ignore_failure: True
+      12:
+        task: load_dataset
+        options:
+          mapping: datasets/mapping-ns.yml
+      13:
+        task: score_services
+        options:
+          apex: 'RefRec__Scoring.scoreAllServices();'

datasets/mapping-ns.yml

@@ -0,0 +1,142 @@
+Insert Account:
+  sf_object: Account
+  table: Account
+  fields:
+    Id: sf_id
+    Name: Name
+Insert Contact:
+  sf_object: Contact
+  table: Contact
+  fields:
+    Id: sf_id
+    FirstName: FirstName
+    LastName: LastName
+    MobilePhone: MobilePhone
+    Email: Email
+    Birthdate: BirthDate
+    DoNotCall: DoNotCall
+    HasOptedOutOfEmail: HasOptedOutOfEmail
+    HasOptedOutOfFax: HasOptedOutOfFax
+  lookups:
+    ReportsToId:
+      table: Contact
+      after: Insert Contact
+      key_field: reports_to_id
+Insert RefRec__Client_Profile__c:
+  sf_object: RefRec__Client_Profile__c
+  table: Client_Profile__c
+  fields:
+    Id: sf_id
+    RefRec__Date_of_Birth__c: Date_of_Birth__c
+    RefRec__First_Name__c: First_Name__c
+    RefRec__Last_Name__c: Last_Name__c
+    RefRec__Postal_Code__c: Postal_Code__c
+    RefRec__Location__Latitude__s: Location__Latitude__s
+    RefRec__Location__Longitude__s: Location__Longitude__s
+    RefRec__Homeless__c: Homeless__c
+    RefRec__Runaway__c: Runaway__c
+    RefRec__Home_Owner__c: Home_Owner__c
+    RefRec__Home_Renter__c: Home_Renter__c
+    RefRec__Near_Homeless__c: Near_Homeless__c
+    RefRec__Employment__c: Employment__c
+  lookups:
+    RefRec__Contact__c:
+      key_field: contact__c
+      table: Contact
+Insert RefRec__Service__c:
+  sf_object: RefRec__Service__c
+  table: Service__c
+  fields:
+    Id: sf_id
+    Name: Name
+    RefRec__Maximum_Age__c: Maximum_Age__c
+    RefRec__Minimum_Age__c: Minimum_Age__c
+    RefRec__City__c: City__c
+    RefRec__Description__c: Description__c
+    RefRec__Phone__c: Phone__c
+    RefRec__Street__c: Street__c
+    RefRec__Type__c: Type__c
+    RefRec__Website__c: Website__c
+    RefRec__Zip_Code__c: Zip_Code__c
+    RefRec__External_ID__c: External_ID__c
+    RefRec__Preferred__c: Preferred__c
+    RefRec__Location__Latitude__s: Location__Latitude__s
+    RefRec__Location__Longitude__s: Location__Longitude__s
+    RefRec__Homeless__c: Homeless__c
+    RefRec__Runaway__c: Runaway__c
+    RefRec__Home_Owner__c: Home_Owner__c
+    RefRec__Home_Renter__c: Home_Renter__c
+    RefRec__Near_Homeless__c: Near_Homeless__c
+    RefRec__Unemployed__c: Unemployed__c
+    RefRec__Retired__c: Retired__c
+    RefRec__Employed_part_time__c: Employed_part_time__c
+    RefRec__Employed_full_time__c: Employed_full_time__c
+  lookups:
+    RefRec__Account__c:
+      table: Account
+      key_field: account__c
+Insert Open_Hours__c:
+  sf_object: RefRec__Open_Hours__c
+  table: Open_Hours__c
+  fields:
+    Id: sf_id
+    RefRec__End_Time__c: End_Time__c
+    RefRec__Start_Time__c: Start_Time__c
+    RefRec__Day__c: Day__c
+  lookups:
+    RefRec__Service__c:
+      table: Service__c
+      key_field: service__c
+Insert Referral__c:
+  sf_object: RefRec__Referral__c
+  table: Referral__c
+  fields:
+    Id: sf_id
+    RefRec__Preferred_Channel__c: Preferred_Channel__c
+    RefRec__Score__c: Score__c
+  lookups:
+    RefRec__Contact__c:
+      table: Contact
+      key_field: contact__c
+    RefRec__Service__c:
+      table: Service__c
+      key_field: service__c
+Insert Task:
+  sf_object: Task
+  table: Task
+  fields:
+    Id: sf_id
+    Subject: Subject
+    Description: Description
+    Status: Status
+    Priority: Priority
+  lookups:
+    WhoId:
+      table: Contact
+      key_field: who_id
+    WhatId:
+      table: Referral__c
+      key_field: what_id
+Insert Service_Exclusion__c:
+  sf_object: RefRec__Service_Exclusion__c
+  table: Service_Exclusion__c
+  fields:
+    Id: sf_id
+  lookups:
+    RefRec__Contact__c:
+      table: Contact
+      key_field: contact__c
+    RefRec__Service__c:
+      table: Service__c
+      key_field: service__c
+Insert FeedItem:
+  sf_object: FeedItem
+  table: FeedItem
+  fields:
+    Id: sf_id
+    Body: Body
+    Type: Type
+  lookups:
+    ParentId:
+      table: Service__c
+      key_field: parent_id

force-app/main/default/classes/Batch_SendInitialClientReferrals.cls

@@ -18,21 +18,18 @@ global class Batch_SendInitialClientReferrals implements Database.Batchable<SObj
     global void execute(Database.BatchableContext context, List<Task> referralTasks) {
         // get the referral ids from each task
         List<Id> referralIds = new List<Id>();
+        Map<Id,Id> taskToReferralMap = new Map<Id,Id>();
         for (Task referralTask : referralTasks) {
             if (!referralIds.contains(referralTask.WhatId)) {
-                referralIds.add(referralTask.WhatId);
+                referralIds.add(referralTask.WhatId); // the whatId holds the id of the referral
             }
-    }
+            taskToReferralMap.put(referralTask.Id, referralTask.WhatId);
+        }
         // send the emails
         if (!referralIds.isEmpty()) {
-            EmailService.sendInitialReferralMessages(referralIds);
+            EmailService.sendInitialReferralMessages(taskToReferralMap);
         }
-        // update the tasks to completed
-        for (Task completedTask : referralTasks) {
-            completedTask.Status = TASK_STATUS_COMPLETED;
-        }
-        update referralTasks;
-    }
+   }
 
     global void finish(Database.BatchableContext context) {
         // nothing to do here

force-app/main/default/classes/Batch_SendReferralFollowupReminders.cls

@@ -19,20 +19,17 @@ global class Batch_SendReferralFollowupReminders implements Database.Batchable<S
         if (!reminderTasks.isEmpty()) {
             // get the referral ids from each task
             List<Id> referralIds = new List<Id>();
+            Map<Id,Id> taskToReferralMap = new Map<Id,Id>();
             for (Task reminderTask : reminderTasks) {
-                if (!referralIds.contains(reminderTask.WhatId)) {
+                if (!referralIds.contains(reminderTask.WhatId)) { // the whatId holds the id of the referral
                     referralIds.add(reminderTask.WhatId);
                 }
+                taskToReferralMap.put(reminderTask.Id, reminderTask.WhatId);
             }
             if (!referralIds.isEmpty()) {
                 // send the messages
-                EmailService.sendReferralFollowupMessages(referralIds);
+                EmailService.sendReferralFollowupMessages(taskToReferralMap);
             }
-            // update the tasks to completed
-            for (Task completedTask : reminderTasks) {
-                completedTask.Status = TASK_STATUS_COMPLETED;
-            }
-            update reminderTasks;
         }
     }