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Add Fund Data Model to repo #11

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7 changes: 7 additions & 0 deletions .github/PULL_REQUEST_TEMPLATE.md
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# Critical Changes

# Changes

# Issues Closed
23 changes: 23 additions & 0 deletions .gitignore
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# Salesforce / SFDX / CCI
.cci
.sfdx
/src.orig
/src

# Python
*.pyc
__pycache__

# Robot Framework results
robot/OutboundFundsGAU/results/

# Editors
*.sublime-project
*.sublime-workspace
.vscode
.idea
.project
.settings

# Misc
.DS_Store
34 changes: 34 additions & 0 deletions cumulusci.yml
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project:
name: OutboundFundsGAU
package:
name: OutboundFundsGAU
api_version: "49.0"
dependencies:
- github: "https://github.com/SalesforceFoundation/OutboundFunds"
source_format: sfdx

tasks:
deploy_dev_config:
description: Deploys the post install configuration for an unmanaged DE org
class_path: cumulusci.tasks.salesforce.Deploy
options:
path: unpackaged/config/dev

robot:
options:
suites: robot/OutboundFundsGAU/tests
options:
outputdir: robot/OutboundFundsGAU/results

robot_testdoc:
options:
path: robot/OutboundFundsGAU/tests
output: robot/OutboundFundsGAU/doc/OutboundFundsGAU_tests.html

flows:
config_dev:
steps:
3:
task: deploy_dev_config
4:
task: load_dataset
121 changes: 121 additions & 0 deletions datasets/mapping.yml
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Insert Account:
sf_object: Account
fields:
- Name
lookups:
ParentId:
table: Account
after: Insert Account
Insert Fund__c:
sf_object: Fund__c
fields:
- Description__c
- Name
Insert outfunds__Funding_Program__c:
sf_object: outfunds__Funding_Program__c
fields:
- Name
- outfunds__Description__c
- outfunds__End_Date__c
- outfunds__Start_Date__c
- outfunds__Status__c
- outfunds__Top_Level__c
- outfunds__Total_Program_Amount__c
lookups:
outfunds__Parent_Funding_Program__c:
table: outfunds__Funding_Program__c
after: Insert outfunds__Funding_Program__c
Insert Contact:
sf_object: Contact
fields:
- DoNotCall
- FirstName
- HasOptedOutOfEmail
- HasOptedOutOfFax
- LastName
lookups:
AccountId:
table: Account
ReportsToId:
table: Contact
after: Insert Contact
Insert Funding_Plan__c:
sf_object: Funding_Plan__c
fields:
- Name
- Plan_Amount__c
lookups:
Fund__c:
table: Fund__c
Funding_Program__c:
table: outfunds__Funding_Program__c
Parent_Funding_Plan__c:
table: Funding_Plan__c
after: Insert Funding_Plan__c
Insert Opportunity:
sf_object: Opportunity
fields:
- CloseDate
- IsPrivate
- Name
- StageName
lookups:
AccountId:
table: Account
ContactId:
table: Contact
Insert outfunds__Funding_Request__c:
sf_object: outfunds__Funding_Request__c
fields:
- Name
- outfunds__Application_Date__c
- outfunds__Awarded_Amount__c
- outfunds__Awarded_Date__c
- outfunds__Close_Date__c
- outfunds__Closed_reason__c
- outfunds__Geographical_Area_Served__c
- outfunds__Population_Served__c
- outfunds__Recommended_Amount__c
- outfunds__Requested_Amount__c
- outfunds__Requested_For__c
- outfunds__Status__c
- outfunds__Term_End_Date__c
- outfunds__Term_Start_Date__c
- outfunds__Terms__c
lookups:
outfunds__Applying_Contact__c:
table: Contact
outfunds__Applying_Organization__c:
table: Account
outfunds__FundingProgram__c:
table: outfunds__Funding_Program__c
Insert Fund_Allocation__c:
sf_object: Fund_Allocation__c
fields:
- Amount__c
lookups:
Fund__c:
table: Fund__c
Opportunity__c:
table: Opportunity
Insert outfunds__Disbursement__c:
sf_object: outfunds__Disbursement__c
fields:
- outfunds__Amount__c
- outfunds__Disbursement_Date__c
- outfunds__Disbursement_Method__c
- outfunds__Scheduled_Date__c
- outfunds__Status__c
- outfunds__Type__c
lookups:
outfunds__Funding_Request__c:
table: outfunds__Funding_Request__c
Insert Fund_Expenditure__c:
sf_object: Fund_Expenditure__c
fields:
- Amount__c
lookups:
Disbursement__c:
table: outfunds__Disbursement__c
Fund__c:
table: Fund__c
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