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Add QuickActions to package, include demo data set, and browser test

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Collin Zimmerman Collin Zimmerman
Collin Zimmerman authored and Collin Zimmerman committed Sep 27, 2018
1 parent 71c81e7 commit 791c71626051e700cd1b3cb2ce0d2e80b0b151a0
@@ -5,7 +5,40 @@ project:
namespace: outfunds
api_version: '42.0'

tasks:

demo_data_query:
description: Query the demo data set into the org
class_path: cumulusci.tasks.bulkdata.QueryData
options:
database_url: 'sqlite:///datasets/demo/data.db'
mapping: 'datasets/mapping.yml'

demo_data_load:
description: Load the demo data set into the org
class_path: cumulusci.tasks.bulkdata.LoadData
options:
database_url: 'sqlite:///datasets/demo/data.db'
mapping: 'datasets/mapping.yml'

demo_data_delete:
description: 'WARNING: Deletes all data in the objects specified in the objects option.'
class_path: cumulusci.tasks.bulkdata.DeleteData
options:
objects:
- Requirement__c
- Disbursement__c
- Funding_Request__c
- Funding_Program__c
- Contact
- Account

flows:

config_qa:
steps:
3:
task: demo_data_load

orgs:
scratch:
Binary file not shown.
@@ -0,0 +1,119 @@
Accounts:
sf_object: Account
table: accounts
fields:
Id: sf_id
Name: name

Contacts:
sf_object: Contact
table: contacts
fields:
Id: sf_id
Salutation: salutation
FirstName: first_name
LastName: last_name
Email: email
Phone: phone
Title: job_title
lookups:
AccountId:
key_field: account_id
table: accounts
join_field: id
value_field: sf_id

Funding Programs:
sf_object: Funding_Program__c
table: funding_programs
fields:
Id: sf_id
Name: name
Description__c: description
End_Date__c: end_date
Start_Date__c: start_date
Status__c: status
Total_Program_Amount__c: total_program_amount

Funding Requests:
sf_object: Funding_Request__c
table: funding_requests
fields:
Id: sf_id
Name: name
Application_Date__c: application_date
Awarded_Amount__c: awarded_amount
Awarded_Date__c: awarded_date
Close_Date__c: close_date
Closed_reason__c: closed_reason
Geographical_Area_Served__c: geographical_area_served
Population_Served__c: population_served
Recommended_Amount__c: recommended_amount
Requested_Amount__c: requested_amount
Requested_For__c: requested_for
Status__c: status
Term_End_Date__c: term_end_date
Term_Start_Date__c: term_start_date
Terms__c: terms
lookups:
Applying_Contact__c:
key_field: applying_contact_id
table: contacts
join_field: id
value_field: sf_id
Applying_Organization__c:
key_field: applying_organization_id
table: accounts
join_field: id
value_field: sf_id
Funding_Program__c:
key_field: funding_program_id
table: funding_programs
join_field: id
value_field: sf_id

Disbursements:
sf_object: Disbursement__c
table: disbursements
fields:
Id: sf_id
Amount__c: amount
Disbursement_Date__c: disbursement_date
Disbursement_Method__c: disbursement_method
Scheduled_Date__c: scheduled_date
Status__c: status
Type__c: type
lookups:
Funding_Request__c:
key_field: funding_request_id
table: funding_requests
join_field: id
value_field: sf_id

Requirements:
sf_object: Requirement__c
table: requirements
fields:
Id: sf_id
Name: name
Completed_Date__c: completed_date
Due_Date__c: due_date
Requirements__c: requirements
Status__c: status
Type__c: type
lookups:
Disbursement__c:
key_field: disbursement_id
table: disbursements
join_field: id
value_field: sf_id
Funding_Request__c:
key_field: funding_request_id
table: funding_requests
join_field: id
value_field: sf_id
Primary_Contact__c:
key_field: primary_contact_id
table: contacts
join_field: id
value_field: sf_id
@@ -0,0 +1,119 @@
Accounts:
sf_object: Account
table: accounts
fields:
Id: sf_id
Name: name

Contacts:
sf_object: Contact
table: contacts
fields:
Id: sf_id
Salutation: salutation
FirstName: first_name
LastName: last_name
Email: email
Phone: phone
Title: job_title
lookups:
AccountId:
key_field: account_id
table: accounts
join_field: id
value_field: sf_id

Funding Programs:
sf_object: outfunds__Funding_Program__c
table: funding_programs
fields:
Id: sf_id
Name: name
outfunds__Description__c: description
outfunds__End_Date__c: end_date
outfunds__Start_Date__c: start_date
outfunds__Status__c: status
outfunds__Total_Program_Amount__c: total_program_amount

Funding Requests:
sf_object: outfunds__Funding_Request__c
table: funding_requests
fields:
Id: sf_id
Name: name
outfunds__Application_Date__c: application_date
outfunds__Awarded_Amount__c: awarded_amount
outfunds__Awarded_Date__c: awarded_date
outfunds__Close_Date__c: close_date
outfunds__Closed_reason__c: closed_reason
outfunds__Geographical_Area_Served__c: geographical_area_served
outfunds__Population_Served__c: population_served
outfunds__Recommended_Amount__c: recommended_amount
outfunds__Requested_Amount__c: requested_amount
outfunds__Requested_For__c: requested_for
outfunds__Status__c: status
outfunds__Term_End_Date__c: term_end_date
outfunds__Term_Start_Date__c: term_start_date
outfunds__Terms__c: terms
lookups:
outfunds__Applying_Contact__c:
key_field: applying_contact_id
table: contacts
join_field: id
value_field: sf_id
outfunds__Applying_Organization__c:
key_field: applying_organization_id
table: accounts
join_field: id
value_field: sf_id
outfunds__Funding_Program__c:
key_field: funding_program_id
table: funding_programs
join_field: id
value_field: sf_id

Disbursements:
sf_object: outfunds__Disbursement__c
table: disbursements
fields:
Id: sf_id
outfunds__Amount__c: amount
outfunds__Disbursement_Date__c: disbursement_date
outfunds__Disbursement_Method__c: disbursement_method
outfunds__Scheduled_Date__c: scheduled_date
outfunds__Status__c: status
outfunds__Type__c: type
lookups:
outfunds__Funding_Request__c:
key_field: funding_request_id
table: funding_requests
join_field: id
value_field: sf_id

Requirements:
sf_object: outfunds__Requirement__c
table: requirements
fields:
Id: sf_id
Name: name
outfunds__Completed_Date__c: completed_date
outfunds__Due_Date__c: due_date
outfunds__Requirements__c: requirements
outfunds__Status__c: status
outfunds__Type__c: type
lookups:
outfunds__Disbursement__c:
key_field: disbursement_id
table: disbursements
join_field: id
value_field: sf_id
outfunds__Funding_Request__c:
key_field: funding_request_id
table: funding_requests
join_field: id
value_field: sf_id
outfunds__Primary_Contact__c:
key_field: primary_contact_id
table: contacts
join_field: id
value_field: sf_id
@@ -131,21 +131,6 @@
</miniLayout>
<platformActionList>
<actionListContext>Record</actionListContext>
<platformActionListItems>
<actionName>FeedItem.TextPost</actionName>
<actionType>QuickAction</actionType>
<sortOrder>0</sortOrder>
</platformActionListItems>
<platformActionListItems>
<actionName>NewTask</actionName>
<actionType>QuickAction</actionType>
<sortOrder>1</sortOrder>
</platformActionListItems>
<platformActionListItems>
<actionName>LogACall</actionName>
<actionType>QuickAction</actionType>
<sortOrder>2</sortOrder>
</platformActionListItems>
<platformActionListItems>
<actionName>SendEmail</actionName>
<actionType>QuickAction</actionType>
@@ -166,6 +151,21 @@
<actionType>StandardButton</actionType>
<sortOrder>6</sortOrder>
</platformActionListItems>
<platformActionListItems>
<actionName>FeedItem.TextPost</actionName>
<actionType>QuickAction</actionType>
<sortOrder>0</sortOrder>
</platformActionListItems>
<platformActionListItems>
<actionName>NewTask</actionName>
<actionType>QuickAction</actionType>
<sortOrder>1</sortOrder>
</platformActionListItems>
<platformActionListItems>
<actionName>LogACall</actionName>
<actionType>QuickAction</actionType>
<sortOrder>2</sortOrder>
</platformActionListItems>
</platformActionList>
<relatedLists>
<fields>NAME</fields>
@@ -198,37 +198,42 @@
<platformActionListItems>
<actionName>FeedItem.TextPost</actionName>
<actionType>QuickAction</actionType>
<sortOrder>0</sortOrder>
<sortOrder>1</sortOrder>
</platformActionListItems>
<platformActionListItems>
<actionName>FeedItem.ContentPost</actionName>
<actionType>QuickAction</actionType>
<sortOrder>1</sortOrder>
<sortOrder>2</sortOrder>
</platformActionListItems>
<platformActionListItems>
<actionName>NewTask</actionName>
<actionType>QuickAction</actionType>
<sortOrder>2</sortOrder>
<sortOrder>3</sortOrder>
</platformActionListItems>
<platformActionListItems>
<actionName>LogACall</actionName>
<actionType>QuickAction</actionType>
<sortOrder>3</sortOrder>
<sortOrder>4</sortOrder>
</platformActionListItems>
<platformActionListItems>
<actionName>SendEmail</actionName>
<actionType>QuickAction</actionType>
<sortOrder>4</sortOrder>
<sortOrder>5</sortOrder>
</platformActionListItems>
<platformActionListItems>
<actionName>Edit</actionName>
<actionType>StandardButton</actionType>
<sortOrder>5</sortOrder>
<sortOrder>6</sortOrder>
</platformActionListItems>
<platformActionListItems>
<actionName>Delete</actionName>
<actionType>StandardButton</actionType>
<sortOrder>6</sortOrder>
<sortOrder>7</sortOrder>
</platformActionListItems>
<platformActionListItems>
<actionName>Funding_Request__c.New_Requirement</actionName>
<actionType>QuickAction</actionType>
<sortOrder>0</sortOrder>
</platformActionListItems>
</platformActionList>
<relatedLists>
@@ -282,7 +287,7 @@
<showRunAssignmentRulesCheckbox>false</showRunAssignmentRulesCheckbox>
<showSubmitAndAttachButton>false</showSubmitAndAttachButton>
<summaryLayout>
<masterLabel>00h6A000004QvxF</masterLabel>
<masterLabel>00hf0000000f3ya</masterLabel>
<sizeX>4</sizeX>
<sizeY>0</sizeY>
<summaryLayoutStyle>Default</summaryLayoutStyle>

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