cumulusci.yml

minimum_cumulusci_version: "3.9.0"
project:
    name: TractionThrive
    package:
        name: Traction Thrive
        namespace: tractionthrive
        api_version: "48.0"
    source_format: sfdx
    test:
        name_match: "%TEST%"
    git:
        repo_url: https://github.com/SFDO-Community/TractionThrive
        prefix_beta: beta/
        prefix_release: release/

tasks:
    assign_role_to_user:
        class_path: tasks.assign_role_to_user.AssignRole

    create_community:
        group: Traction Thrive Config
        description: Creates the community
        class_path: tasks.create_community_workaround.CreateCommunity
        options:
            template: "Traction Thrive"
            name: "Traction Thrive"
            url_path_prefix: TractionThrive

    create_community_scratch_org:
        group: Traction Thrive Config
        description: Creates the community
        class_path: tasks.create_community_workaround.CreateCommunity
        options:
            template: "Build Your Own"
            name: "Traction Thrive"
            url_path_prefix: TractionThrive

    add_namespace_tokens:
        class_path: tasks.add_namespace_tokens.AddNamespaceTokens

    delete_data:
        class_path: cumulusci.tasks.bulkdata.DeleteData
        options:
            objects:
                - Assignment__c
                - Credential__c
                - Staff_Access__c
                - Case
                - Contact
                - Staff_Levels__c
                - Status_Report__c
                - Account

    delete_data_managed:
        class_path: cumulusci.tasks.bulkdata.DeleteData
        options:
            objects:
                - tractionthrive__Assignment__c
                - tractionthrive__Credential__c
                - tractionthrive__Staff_Access__c
                - Case
                - Contact
                - tractionthrive__Staff_Levels__c
                - tractionthrive__Status_Report__c
                - Account

    deploy_community_config:
        description: Deploys the Community configuration
        group: Traction Thrive Config
        class_path: cumulusci.tasks.salesforce.Deploy
        options:
            path: unpackaged/config/community
            namespace_inject: $project_config.project__package__namespace

    deploy_navigation_config:
        description: Deploys the Community navigation configuration
        group: Traction Thrive Config
        class_path: cumulusci.tasks.salesforce.Deploy
        options:
            path: unpackaged/config/navigation

    deploy_profile_config:
        description: Deploys the Profiles
        group: Traction Thrive Config
        class_path: cumulusci.tasks.salesforce.Deploy
        options:
            path: unpackaged/config/profiles
            namespace_inject: $project_config.project__package__namespace

    deploy_kav_config:
        description: Deploys the Knowledge configuration
        group: Traction Thrive Config
        class_path: cumulusci.tasks.salesforce.Deploy
        options:
            path: unpackaged/config/kav

    deploy_wave_config:
        description: Deploys the Wave configuration
        group: Traction Thrive Config
        class_path: cumulusci.tasks.salesforce.Deploy
        options:
            path: unpackaged/config/wave
            namespace_inject: $project_config.project__package__namespace

    get_available_licenses:
        description: This preflight check examines available licenses in the org.
        class_path: tasks.licenses_preflight.GetAvailableLicenses

    get_available_psls:
        description: This preflight check examines available Permission Set Licenses in the org.
        class_path: tasks.licenses_preflight.GetAvailablePermissionSetLicenses

    publish_community:
        description: Publishes the community
        group: Traction Thrive Config
        class_path: cumulusci.tasks.salesforce.PublishCommunity
        options:
            name: "Traction Thrive"

    retrieve_community_config:
        description: Retrieves the Community configuration
        group: Traction Thrive Config
        class_path: cumulusci.tasks.salesforce.RetrieveUnpackaged
        options:
            path: unpackaged/config/community
            package_xml: manifests/community.xml

    retrieve_navigation_config:
        description: Retrieves the Community navigation configuration
        group: Thrive Config
        class_path: cumulusci.tasks.salesforce.RetrieveUnpackaged
        options:
            path: unpackaged/config/navigation
            package_xml: manifests/navigation.xml

    retrieve_profile_config:
        description: Retrieves the relevant Profiles
        group: Thrive Config
        class_path: cumulusci.tasks.salesforce.RetrieveUnpackaged
        options:
            path: unpackaged/config/profiles
            package_xml: manifests/profiles.xml

    retrieve_wave_config:
        description: Retrieves the Einstein Analytics configuration
        group: Traction Thrive Config
        class_path: cumulusci.tasks.salesforce.RetrieveUnpackaged
        options:
            path: unpackaged/config/wave
            package_xml: manifests/wave.xml

    create_community_users:
        description: Creates Community Users with various profiles for robot test automation
        class_path: cumulusci.tasks.robotframework.Robot
        options:
            suites: tasks/create_community_users.robot
            vars: BROWSER:headlesschrome
            options: {'outputdir': 'robot/Crisis-Management/results'}

    switch_community_template:
        description: Switches to the community template page and creates a community
        class_path: cumulusci.tasks.robotframework.Robot
        options:
            suites: tasks/switch_community_template.robot
            vars: BROWSER:headlesschrome
            options: {'outputdir': 'robot/Crisis-Management/results'}

    switch_community_template:
        description: Switch community templates using Robot Framework
        class_path: cumulusci.tasks.robotframework.Robot
        options:
            suites: tasks/switch_community_template.robot
            vars: BROWSER:headlesschrome
            options: {'outputdir': 'robot/Crisis-Management/results'}

    robot:
        options:
            suites: robot/Crisis-Management/tests
            options:
                outputdir: robot/Crisis-Management/results

    robot_testdoc:
        options:
            path: robot/Crisis-Management/tests
            output: robot/Crisis-Management/doc/Crisis_Management_tests.html

    set_organization_wide_defaults:
        options:
            org_wide_defaults:
                - api_name: Account
                  internal_sharing_model: ReadWrite
                  external_sharing_model: ReadWrite
                # - api_name: Contact
                #   internal_sharing_model: ControlledByParent
                #   external_sharing_model: ControlledByParent
                #- api_name: Assignment__c
                #  internal_sharing_model: ReadWrite
                #  external_sharing_model: ReadWrite
                #- api_name: Credential__c
                #  internal_sharing_model: ReadWrite
                #  external_sharing_model: ReadWrite

    set_sharing_dependencies:
        description: Deploy the Case and Opportunity sharing configuration
        group: Traction Thrive Dependencies
        class_path: cumulusci.tasks.metadata_etl.SetOrgWideDefaults
        options:
            org_wide_defaults:
                - api_name: Account
                  internal_sharing_model: ReadWrite
                  external_sharing_model: Read
                - api_name: Case
                  internal_sharing_model: Private
                  external_sharing_model: Private
                - api_name: Opportunity
                  internal_sharing_model: Private
                  external_sharing_model: Private

    set_user_role_scratch_org:
        class_path: cumulusci.tasks.apex.anon.AnonymousApexTask
        options:
            apex: >
                delete [SELECT Id FROM UserRole];
                UserRole ur = new UserRole(Name = 'CEO');
                insert ur;
                update new User(Id = UserInfo.getUserId(), UserRoleId = ur.Id);

    update_admin_profile:
        class_path: tasks.update_profile.ProfileGrantAllAccess
        options:
            record_types:
                - record_type: "Account.{managed}Division"
                  default: true
                - record_type: "Account.{managed}Hospital"
                - record_type: "Account.{managed}Regional_Health_Authority"
            api_names:
                - Admin
                - Analytics Cloud Integration User

    uninstall_packaged_incremental:
        options:
            ignore:
                ApexClass:
                    - CommunitiesLoginController
                    - CommunitiesLoginControllerTest
                    - SiteLoginController
                    - SiteLoginControllerTest
                CustomApplication:
                    - Crisis_Management
                CompactLayout:
                    - Lead.Leads_Custom_Compact_Layout
                    - Opportunity.New_Awesome_Companct_Layout
                CustomObject:
                    - Knowledge__kav
                CustomObjectTranslation:
                    - Account-es
                    - Account-fr
                    - Account-hi
                    - Assignment__c-en_US
                    - Campaign-es
                    - Campaign-fr
                    - Campaign-hi
                    - Case-es
                    - Case-fr
                    - Case-hi
                    - Contact-es
                    - Contact-fr
                    - Contact-hi
                    - Credential__c-en_US
                    - Data_Sharing__c-en_US
                    - Division_Role__c-en_US
                    - Division_Role__c-es
                    - Division_Role__c-fr
                    - Division_Role__c-hi
                    - Staff_Access__c-en_US
                    - Staff_Levels__c-en_US
                    - Status_Report__c-en_US
                    - Status_Report_Type_Mapping__mdt-en_US
                    - Task-es
                    - Task-fr
                    - Task-hi
                    - Traction_Thrive_Setting__mdt-en_US
                    - Update_Contact__c-en_US
                    - Update_Contact__c-es
                    - Update_Contact__c-fr
                    - Update_Contact__c-hi
                Layout:
                    - Knowledge__kav-Knowledge Layout
                    - Staff_Access__c-Staff Access Layout
                    - Staff_Levels__c-Staff Levels Layout
                ListView:
                    - Knowledge__kav.archived_articles
                    - Knowledge__kav.draft_articles
                    - Knowledge__kav.published_articles
                QuickAction:
                    - Snapins_Contact_PrechatQuickAction_08h2F0000004CKf_1585493095610
                    - Snapins_Case_PrechatQuickAction_08h2F0000004CKf_1585493095785
                    - Snapins_Case_OfflineCaseQuickAction_08h2F0000004CKf_1585495741456
                WebLink:
                    - Campaign.ViewCampaignInfluenceReport

    check_case_owd:
        class_path: tasks.owd_preflight.CheckOWDForObject
        options:
            sobject: Case
            internal_sharing_model: Private
            external_sharing_model: Private

    check_opportunity_owd:
        class_path: tasks.owd_preflight.CheckOWDForObject
        options:
            sobject: Opportunity
            internal_sharing_model: Private
            external_sharing_model: Private
    
    check_account_owd:
        class_path: tasks.owd_preflight.CheckOWDForObject
        options:
            sobject: Account
            internal_sharing_model: ReadWrite
            external_sharing_model: ReadWrite

    add_standard_value_set_entries:
        options:
            api_names:
                - AccountType
            entries:
                - label: Clinic
                  fullName: Clinic
                - label: COVID Clinic
                  fullName: COVID Clinic
                - label: Hospital
                  fullName: Hospital
                - label: UPCC
                  fullName: UPCC


    add_permissions_to_nmg:
        description: Assign appropriate permission to community's network member group
        class_path: tasks.nmg_transform.NgmTransForm

    reset_nmg_sql:
        description: Reset network member group load file to prevent modified file for commit
        class_path: tasks.nmg_sql_reset.NgmSqlReset

    # load custom settings
    load_custom_settings:
        options:
            settings_path: unpackaged/config/custom-settings/customsettings.yml

    # load namespaced custom settings
    load_ns_custom_settings:
        class_path: cumulusci.tasks.salesforce.LoadCustomSettings
        options:
            settings_path: unpackaged/config/custom-settings/ns_customsettings.yml


flows:
    config_apextest:
        steps:
            3:
                task: deploy_wave_config
            4:
                task: deploy_kav_config
            5:
                task: deploy_profile_config
            6:
                task: load_dataset
            7:
                task: set_organization_wide_defaults
            8:
                task: set_user_role_scratch_org
                when: org_config.scratch

    config_community:
        description: Creates, configures, and publishes the Community
        steps:
            1:
                task: create_community
            2:
                task: deploy_navigation_config
            3:
                task: deploy_community_config
            4:
                task: publish_community

    config_scratch_start:
        description: SCRATCH org start build
        steps:
            1:
                flow: dependencies
            2:
                flow: deploy_unmanaged
            3:
                task: deploy_post
            4:
                task: update_admin_profile
            5:
                task: load_custom_settings
            6:
                task: deploy_wave_config
            7:
                task: create_community_scratch_org


    config_scratch_finish:
        description: SCRATCH org finish build
        steps:
            1:
                task: deploy_navigation_config
            2:
                task: deploy_community_config
            3:
                task: publish_community
            4:
                task: deploy_kav_config
            5:
                task: deploy_profile_config
            6:
                task: load_dataset
            7:
                task: set_organization_wide_defaults
            8:
                task: set_user_role_scratch_org
                when: org_config.scratch

    config_managed:
        steps:
            3:
                task: load_ns_custom_settings
            4:
                task: deploy_wave_config
                options:
                    unmanaged: False
            5:
                flow: config_community
                options:
                    deploy_community_config:
                        unmanaged: False
            6:
                task: deploy_kav_config
            7:
                task: deploy_profile_config
                options:
                    unmanaged: False
            8:
                task: load_dataset
                options:
                    mapping: datasets/mapping-managed.yml
            9:
                task: set_organization_wide_defaults
            10:
                task: set_user_role_scratch_org
                when: org_config.scratch

    config_default:
        description: Deploys the default configuration for all environments
        steps:
            1:
                task: load_custom_settings
            2:
                task: deploy_wave_config
            3:
                flow: config_community
            4:
                task: deploy_kav_config
            5:
                task: deploy_profile_config
            6:
                task: load_dataset
            7:
                task: set_organization_wide_defaults
            8:
                task: set_user_role_scratch_org
                when: org_config.scratch

    config_dev:
        steps:
            3:
                flow: config_default

    config_qa:
        steps:
            3:
                flow: config_default
            4:
                task: create_community_users
            # 5:
            #     flow: add_nmg_permissions

    qa_org:
        steps:
            1:
                flow: None
            2:
                flow: None
            3:
                flow: None
            4:
                task: None
            5:
                flow: config_scratch_start
            6:
                task: switch_community_template
            7:
                flow: config_scratch_finish
            8:
                task: create_community_users

    config_packaging:
        steps:
            1:
                options:
                    managed: False
            # Use the minimal configuration necessary to get apex tests to pass
            3:
                task: deploy_kav_config
            4:
                task: deploy_profile_config
            5:
                task: set_organization_wide_defaults

    custom_dependencies:
        description: Additional custom dependency tasks
        steps:
            1:
                task: set_sharing_dependencies
            2:
                task: add_standard_value_set_entries

    dependencies:
        steps:
            3:
                flow: custom_dependencies

    beta_dependencies:
        steps:
            3:
                flow: custom_dependencies

    retrieve_config_unmanaged:
        steps:
            1:
                task: retrieve_navigation_config
            1.1:
                task: add_namespace_tokens
                options:
                    directories: unpackaged/config/navigation
                    really_change_files: True
            2:
                task: retrieve_profile_config
            2.1:
                task: add_namespace_tokens
                options:
                    directories: unpackaged/config/profiles
                    really_change_files: True
            3:
                task: retrieve_wave_config
            3.1:
                task: add_namespace_tokens
                options:
                    directories: unpackaged/config/wave
                    really_change_files: True

    add_nmg_permissions:
        description: Extracts newtwork and permissions then generates a new files to load permissions for network memeber group
        steps:
            1:
                task: extract_dataset
                options:
                    mapping: datasets/mapping-nmg-extract.yml
                    sql_path: datasets/nmg-extract.sql
            2:
                task: add_permissions_to_nmg
            3:
                task: load_dataset
                options:
                    mapping: datasets/mapping-nmg-load.yml
                    sql_path: datasets/nmg-load.sql
            4:
                task: reset_nmg_sql

    customer_org:
        steps:
            1:
                task: add_standard_value_set_entries
                ui_options:
                    name: "Add Account Type Values"
                    is_required: False
            2:
                task: install_managed
            3:
                task: deploy_post
                options:
                    unmanaged: False
                ui_options:
                    configuration:
                        name: "Add Data Category Groups and Relabel Accounts"
                    is_required: False
            4:
                task: load_ns_custom_settings
                ui_options:
                    name: "Load custom settings defaults"
                    is_required: False
            5:
                task: deploy_wave_config
                ui_options:
                    name: Install Analytics
                    is_required: False
                options:
                    unmanaged: False
            6:
                flow: config_community
                options:
                    deploy_community_config:
                        name: "Configure Community"
                        unmanaged: False
                        is_required: False
                ui_options:
                    create_community:
                        name: Create Community
                        is_required: False
                    deploy_navigation_config:
                        name: "Deploy Navigation"
                        is_required: False
                    deploy_community_config:
                        name: "Configure Community"
                        is_required: False
                    publish_community:
                        name: "Publish Community"
                        is_required: False
            7:
                task: deploy_kav_config
                ui_options:
                    name: "Configure Knowledge"
                    is_required: False
            8:
                task: deploy_profile_config
                ui_options:
                    name: "Install Profiles"
                    is_required: False
                options:
                    unmanaged: False

plans:
    install:
        slug: install
        title: Install Traction Thrive
        tier: primary
        is_listed: True
        checks:
            #- when: "'PID_Customer_Community_Plus' not in tasks.get_available_licenses()"
            #  action: error
            #  message: "Please ensure you have Customer Community Plus licenses available prior to installing."
            - when: "'EinsteinAnalyticsPlusPsl' not in tasks.get_available_psls() or 'EinsteinAnalyticsForCommunityLoginsPsl' not in tasks.get_available_psls()"
              action: warn
              message: "Please ensure you have Einstein Analytics Plus and Einstein Analytics for Community Logins licenses available prior to installing."
            - when: "not tasks.check_case_owd()"
              action: error
              message: "Please set the Internal and External Organization-Wide Defaults to Private for the Case object prior to installing."
            - when: "not tasks.check_opportunity_owd()"
              action: error
              message: "Please set the Internal and External Organization-Wide Defaults to Private for the Opportunity object prior to installing."
            - when: "tasks.check_account_owd()"
              action: error
              message: "Please set the External Organization-Wide Defaults to Read or Private for the Account object prior to installing."              
        steps:
            1:
                flow: customer_org