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cumulusci.yml
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minimum_cumulusci_version: 3.74.0
project:
name: Cumulus
source_format: sfdx
package:
name: Nonprofit Success Pack
namespace: npsp
api_version: 53.0
install_class: STG_InstallScript
uninstall_class: STG_UninstallScript
git:
repo_url: https:/SalesforceFoundation/NPSP
prefix_beta: uat/
prefix_release: rel/
default_branch: main
release_notes:
parsers:
4:
class_path: cumulusci.tasks.release_notes.parser.GithubLinesParser
title: Community Ideas Delivered
5:
class_path: cumulusci.tasks.release_notes.parser.GithubLinesParser
title: Features Intended for Future Release
6:
class_path: cumulusci.tasks.release_notes.parser.GithubLinesParser
title: Features for Elevate Customers
7:
class_path: cumulusci.tasks.release_notes.parser.GithubLinesParser
title: New Metadata
8:
class_path: cumulusci.tasks.release_notes.parser.GithubLinesParser
title: Deleted Metadata
9:
class_path: cumulusci.tasks.release_notes.parser.InstallLinkParser
title: Installation Info
dependencies:
# npo02 (includes npe01)
- github: https:/SalesforceFoundation/Households
# npe03
- github: https:/SalesforceFoundation/Recurring_Donations
# npe4
- github: https:/SalesforceFoundation/Relationships
# npe5
- github: https:/SalesforceFoundation/Affiliations
dependency_resolutions:
preproduction: include_beta
sources:
pmm:
github: "https:/SalesforceFoundation/pmm"
tasks:
modify_xml_file:
description: Make changes to an XML file
group: Salesforce Metadata
class_path: cumulusci.tasks.metadata.modify.RemoveElementsXPath
create_perms_testing_user:
description: Creates a test user for testing permissions.
class_path: cumulusci.tasks.sfdx.SFDXOrgTask
options:
command: "force:user:create -a permtest --definitionfile datasets/qa_org/users/perms_test_user.json"
delete_files:
description: Delete the specified files from the current working folder
group: Salesforce Metadata
class_path: cumulusci.tasks.util.Delete
download_ldv_tests:
description: Downloads the NPSP-LDV-Tests repository
class_path: cumulusci.tasks.util.DownloadZip
group: Performance Tests
options:
dir: ldv_tests
subfolder: Cumulus-LDV-Tests-master
url: 'https:/SalesforceFoundation/Cumulus-LDV-Tests/archive/master.zip'
deploy_ldv_tests:
description: Deploy the LDV-Tests repo to your org.
class_path: cumulusci.tasks.salesforce.Deploy
group: Performance Tests
options:
path: ldv_tests/src
deploy_dev_config:
description: Deploys the post-install configuration for an unmanaged DE org
class_path: cumulusci.tasks.salesforce.Deploy
group: Salesforce Metadata
options:
path: unpackaged/config/dev
deploy_trial_config:
description: Deploys the post-install configuration for a trial/new org.
class_path: cumulusci.tasks.salesforce.Deploy
group: Salesforce Metadata
options:
path: unpackaged/config/trial
namespace_inject: $project_config.project__package__namespace
deploy_tso_config:
description: Deploys the post-install configuration for a trial/new org.
class_path: cumulusci.tasks.salesforce.Deploy
group: Salesforce Metadata
options:
path: unpackaged/config/trial_tso
namespace_inject: $project_config.project__package__namespace
deploy_pmm_trial_config:
description: Deploys the PMM customizations for the trial metadata. PMM must be installed.
class_path: cumulusci.tasks.salesforce.Deploy
group: Salesforce Metadata
options:
path: unpackaged/config/trial_pmm
namespace_inject: $project_config.project__package__namespace
deploy_qa_config:
description: Deploys additional fields used for QA purposes only
class_path: cumulusci.tasks.salesforce.Deploy
group: Salesforce Metadata
options:
path: unpackaged/config/qa
namespace_inject: $project_config.project__package__namespace
deploy_gift_entry_unmanaged:
description: Deploys additional metadata for use with Gift Entry
class_path: cumulusci.tasks.salesforce.Deploy
group: Salesforce Metadata
options:
path: unpackaged/gift_entry
namespace_inject: $project_config.project__package__namespace
retrieve_qa_config:
description: Retrieves additional fields used for QA purposes
class_path: cumulusci.tasks.salesforce.sourcetracking.RetrieveChanges
group: Salesforce Metadata
options:
path: unpackaged/config/qa
namespace_tokenize: $project_config.project__package__namespace
snapshot: True
deploy_qa_namespaced_config:
description: Deploys additional configuration required for namespaced QA orgs
class_path: cumulusci.tasks.salesforce.Deploy
group: Salesforce Metadata
options:
path: unpackaged/config/qa_namespaced
namespace_inject: $project_config.project__package__namespace
deploy_qa_bdi_metadata_config:
description: Deploys Custom Metadata for BDI QA
class_path: cumulusci.tasks.salesforce.Deploy
group: NPSP
options:
path: unpackaged/config/qa_bdi_custom_metadata
namespace_inject: $project_config.project__package__namespace
deploy_regression_bdi_metadata_config:
description: Deploys Custom Metadata for BDI Regression
class_path: cumulusci.tasks.salesforce.Deploy
group: NPSP
options:
path: unpackaged/config/regression_bdi_custom_metadata
namespace_inject: $project_config.project__package__namespace
deploy_rd2_config:
description: Deploys updates to fully enable Enhanced Recurring Donations
class_path: cumulusci.tasks.salesforce.Deploy
group: NPSP
options:
path: unpackaged/config/rd2_post_config
namespace_inject: $project_config.project__package__namespace
deploy_reports:
description: Deploys reports & dashboards
class_path: cumulusci.tasks.salesforce.Deploy
group: NPSP
options:
path: unpackaged/config/reports
namespace_inject: $project_config.project__package__namespace
deploy_dev_config_delete:
description: Deploys the metadata deletions for the post-install DE org config
class_path: cumulusci.tasks.salesforce.Deploy
group: Salesforce Metadata
options:
path: unpackaged/config/delete
deploy_trailhead_config:
description: Deploys the metadata for Trailhead Playground config
class_path: cumulusci.tasks.salesforce.Deploy
options:
path: unpackaged/config/trailhead
namespace_inject: $project_config.project__package__namespace
deploy_trailhead_delete_config:
description: Deploys the deletion metadata for Trailhead Playground config
class_path: cumulusci.tasks.salesforce.Deploy
options:
path: unpackaged/config/trailhead_delete
deploy_trial_translations:
description: Deploys the translations for trial configured organizations
class_path: cumulusci.tasks.salesforce.Deploy
group: NPSP
options:
path: unpackaged/config/trial_translations
namespace_inject: $project_config.project__package__namespace
ensure_record_type:
name: Ensure Opportunity Record Types
description: This will ensure Record Types are enabled for the Opportunity object in your org before installing NPSP. If there are no Opportunity record types yet, it will create one called NPSP Default.
class_path: cumulusci.tasks.salesforce.EnsureRecordTypes
group: NPSP
options:
record_type_label: NPSP Default
record_type_developer_name: NPSP_Default
sobject: Opportunity
github_automerge_feature:
options:
update_future_releases: True
github_release:
options:
release_content: |
Check out the [Salesforce Release Notes](https://sfdc.co/bnL4Cb) or [Known Issues](https://issues.salesforce.com/) for details.
github_release_notes:
options:
trial_info: "`TBD`"
is_rd2_enabled:
description: This preflight check ensures that Enhanced Recurring Donations is enabled
class_path: tasks.check_rd2_enablement.is_rd2_enabled
group: NPSP
robot:
options:
suites: robot/Cumulus/tests
options:
outputdir: robot/Cumulus/results
tagstatlink: W-*:https://foundation.my.salesforce.com/search/SearchResults?asPhrase=1&searchType=1&sen=a2x&str=%1&search=Search:work item
robot_libdoc:
options:
path: robot/Cumulus/resources/NPSP.py,robot/Cumulus/resources/NPSP.robot,robot/Cumulus/resources/*PageObject.py
output: robot/Cumulus/doc/Keywords.html
update_admin_profile:
options:
package_xml: lib/admin_profile.xml
record_types:
- record_type: Account.HH_Account
- record_type: Account.Organization
default: true
person_account_default: true
- record_type: Opportunity.NPSP_Default
default: true
test_performance:
description: Runs Robot Framework performance tests for BDI Complex Objects
class_path: cumulusci.tasks.robotframework.Robot
group: Performance Tests
options:
suites: robot/Cumulus/perftests/
options:
outputdir: robot/Cumulus/results
test_insert_performance:
description: Runs Robot Framework performance tests for Record Insertion
class_path: cumulusci.tasks.robotframework.Robot
group: Performance Tests
options:
suites: robot/Cumulus/perftests/Insert_Tests.robot
test_rd_batch_performance:
description: Runs Robot Framework performance tests for Enhanced Recurring Donations Batch Job
class_path: cumulusci.tasks.robotframework.Robot
group: Performance Tests
options:
suites: robot/Cumulus/perftests/RD_Batch_Tests.robot
vars: persistent_org:True
platformencryption_deploy_permset:
class_path: cumulusci.tasks.salesforce.Deploy
group: Org Config
options:
path: unpackaged/config/platformencryption_permset
namespace_inject: $project_config.project__package__namespace
platformencryption_assign_permset:
class_path: cumulusci.tasks.apex.anon.AnonymousApexTask
group: Org Config
options:
apex: >
PermissionSet p = [
SELECT Id, Name
FROM PermissionSet
WHERE Name = 'Encryption'
];
insert new PermissionSetAssignment(
PermissionSetId = p.Id,
AssigneeId = UserInfo.getUserId()
);
platformencryption_create_tenant_secret:
description: 'Create a placeholder Tenant Secret to use Platform Encryption'
group: Org Config
class_path: cumulusci.tasks.sfdx.SFDXOrgTask
options:
command: 'force:data:record:create -s TenantSecret -v "Description=test"'
platformencryption_deploy_field_configuration:
class_path: cumulusci.tasks.salesforce.Deploy
group: Org Config
options:
path: unpackaged/config/platformencryption_fields
namespace_inject: $project_config.project__package__namespace
pmd:
description: Run Apex code analysis with PMD. This task assumes that PMD is available in PATH. On MacOS PMD is available to install in brew.
class_path: tasks.pmd.PMDTask
options:
path: 'force-app/main/default/classes'
output: text
runAllApex: False
htmlfilename: 'pmd.html'
test_data_dev_org:
description: 'Loads a test data set for most NPSP objects based on 100 Contacts that should fit into a scratch org or DE org'
class_path: cumulusci.tasks.bulkdata.LoadData
group: Test Data
options:
sql_path: 'datasets/dev_org/test_data.sql'
mapping: 'datasets/mapping.yml'
test_data_qa_org:
description: 'Loads a test data set for most NPSP objects based on 100 Contacts that should fit into a scratch org or DE org'
class_path: cumulusci.tasks.bulkdata.LoadData
group: Test Data
options:
sql_path: 'datasets/qa_org/test_data.sql'
mapping: 'datasets/qa_org/mapping.yml'
test_data_1k:
description: 'Loads a test data set for most NPSP objects based on 1024 Contacts'
class_path: cumulusci.tasks.bulkdata.LoadData
group: Test Data
options:
sql_path: 'datasets/1k/test_data.sql'
mapping: 'datasets/mapping.yml'
test_data_100k:
description: 'Loads a test data set for most NPSP objects based on 102400 Contacts. NOTE: The sqlite data set is not included in the repo for this task so you need to load it into the correct filesystem location'
class_path: cumulusci.tasks.bulkdata.LoadData
group: Test Data
options:
database_url: 'sqlite:///datasets/100k/test_data.db'
mapping: 'datasets/100k/mapping.yml'
test_data_delete:
description: 'WARNING: Deletes all data in the objects specified in the objects option.'
class_path: cumulusci.tasks.bulkdata.DeleteData
group: Test Data
options:
objects:
- Opportunity
- Case
- npe03__Recurring_Donation__c
- npe5__Affiliation__c
- Contact
- Account
- Allocation__c
- General_Accounting_Unit__c
- Campaign
- DataImport__c
- DataImportBatch__c
- Batch__c
- Level__c
- Engagement_Plan__c
- Error__c
purge_npsp_errors:
description: 'Deletes all NPSP Error__c records'
class_path: cumulusci.tasks.bulkdata.DeleteData
group: Test Data
options:
objects:
- Error__c
test_data_qa_delete:
description: 'WARNING: Deletes all data in the objects specified in the objects option.'
class_path: cumulusci.tasks.bulkdata.DeleteData
group: Test Data
options:
objects:
- Opportunity
- npe03__Recurring_Donation__c
- Case
- Contact
- Account
- Address__c
- Partial_Soft_Credit__c
- Allocation__c
- General_Accounting_Unit__c
- Campaign
- DataImport__c
- Level__c
- npe01__OppPayment__c
- OpportunityContactRole
- CustomObject1__c
- CustomObject2__c
- CustomObject3__c
test_data_relationships:
description: 'Runs execute anonymous to insert the default relationships'
class_path: cumulusci.tasks.apex.anon.AnonymousApexTask
group: NPSP
options:
apex: >
List<npe4__Relationship_Lookup__c> defaultRelationships = new List<npe4__Relationship_Lookup__c>{
new npe4__Relationship_Lookup__c(Name = 'Father',npe4__Male__c = 'Son', npe4__Female__c = 'Daughter', npe4__Neutral__c = 'Child'),
new npe4__Relationship_Lookup__c(Name = 'Mother',npe4__Male__c = 'Son', npe4__Female__c = 'Daughter', npe4__Neutral__c = 'Child'),
new npe4__Relationship_Lookup__c(Name = 'Parent',npe4__Male__c = 'Son', npe4__Female__c = 'Daughter', npe4__Neutral__c = 'Child'),
new npe4__Relationship_Lookup__c(Name = 'Son',npe4__Male__c = 'Father', npe4__Female__c = 'Mother', npe4__Neutral__c = 'Parent'),
new npe4__Relationship_Lookup__c(Name = 'Daughter',npe4__Male__c = 'Father', npe4__Female__c = 'Mother', npe4__Neutral__c = 'Parent'),
new npe4__Relationship_Lookup__c(Name = 'Child',npe4__Male__c = 'Father', npe4__Female__c = 'Mother', npe4__Neutral__c = 'Parent'),
new npe4__Relationship_Lookup__c(Name = 'Aunt',npe4__Male__c = 'Nephew', npe4__Female__c = 'Niece', npe4__Neutral__c = 'Sibling\'s Child'),
new npe4__Relationship_Lookup__c(Name = 'Uncle',npe4__Male__c = 'Nephew', npe4__Female__c = 'Niece', npe4__Neutral__c = 'Sibling\'s Child'),
new npe4__Relationship_Lookup__c(Name = 'Husband',npe4__Male__c = 'Husband', npe4__Female__c = 'Wife', npe4__Neutral__c = 'Spouse'),
new npe4__Relationship_Lookup__c(Name = 'Wife',npe4__Male__c = 'Husband', npe4__Female__c = 'Wife', npe4__Neutral__c = 'Spouse'),
new npe4__Relationship_Lookup__c(Name = 'Partner',npe4__Male__c = 'Partner', npe4__Female__c = 'Partner', npe4__Neutral__c = 'Partner'),
new npe4__Relationship_Lookup__c(Name = 'Cousin',npe4__Male__c = 'Cousin', npe4__Female__c = 'Cousin', npe4__Neutral__c = 'Cousin'),
new npe4__Relationship_Lookup__c(Name = 'Grandmother',npe4__Male__c = 'Grandson', npe4__Female__c = 'Granddaughter', npe4__Neutral__c = 'Grandchild'),
new npe4__Relationship_Lookup__c(Name = 'Grandfather',npe4__Male__c = 'Grandson', npe4__Female__c = 'Granddaughter', npe4__Neutral__c = 'Grandchild'),
new npe4__Relationship_Lookup__c(Name = 'Grandparent',npe4__Male__c = 'Grandson', npe4__Female__c = 'Granddaughter', npe4__Neutral__c = 'Grandchild'),
new npe4__Relationship_Lookup__c(Name = 'Grandson',npe4__Male__c = 'Grandfather', npe4__Female__c = 'Grandmother', npe4__Neutral__c = 'Grandparent'),
new npe4__Relationship_Lookup__c(Name = 'Granddaughter',npe4__Male__c = 'Grandfather', npe4__Female__c = 'Grandmother', npe4__Neutral__c = 'Grandparent'),
new npe4__Relationship_Lookup__c(Name = 'Grandchild',npe4__Male__c = 'Grandfather', npe4__Female__c = 'Grandmother', npe4__Neutral__c = 'Grandparent'),
new npe4__Relationship_Lookup__c(Name = 'Employer',npe4__Male__c = 'Employee', npe4__Female__c = 'Employee', npe4__Neutral__c = 'Employee'),
new npe4__Relationship_Lookup__c(Name = 'Employee',npe4__Male__c = 'Employer', npe4__Female__c = 'Employer', npe4__Neutral__c = 'Employer')
};
insert defaultRelationships;
config_trailhead_relationships:
description: 'Runs Anonymous Apex to insert extra relationship values for Trailhead'
class_path: cumulusci.tasks.apex.anon.AnonymousApexTask
options:
apex: >
List<npe4__Relationship_Lookup__c> thRelationships = new List<npe4__Relationship_Lookup__c>{
new npe4__Relationship_Lookup__c(Name = 'Leader', npe4__Male__c = 'Member', npe4__Female__c = 'Member', npe4__Neutral__c = 'Member'),
new npe4__Relationship_Lookup__c(Name = 'Member', npe4__Male__c = 'Leader', npe4__Female__c = 'Leader', npe4__Neutral__c = 'Leader'),
new npe4__Relationship_Lookup__c(Name = 'Mentee', npe4__Male__c = 'Mentor', npe4__Female__c = 'Mentor', npe4__Neutral__c = 'Mentor'),
new npe4__Relationship_Lookup__c(Name = 'Mentor', npe4__Male__c = 'Mentee', npe4__Female__c = 'Mentee', npe4__Neutral__c = 'Mentee')
};
insert thRelationships;
config_trailhead_create_user_sunil:
description: 'Runs Anonymous Apex to create user for Trailhead'
class_path: cumulusci.tasks.apex.anon.AnonymousApexTask
options:
apex: >
insert new User(
FirstName = 'Sunil',
LastName = 'Divani',
Alias = 'sunil',
Email = '[email protected]',
UserName = 'sunil-' + DateTime.now().getTime() + String.valueOf(Math.random()) + '@example-th.com',
TimeZoneSidKey = 'America/Los_Angeles',
LocaleSidKey = 'en_US',
EmailEncodingKey = 'UTF-8',
LanguageLocaleKey = 'en_US',
ProfileId = [SELECT Id FROM Profile WHERE Name = 'System Administrator'].Id
);
config_trailhead_create_user_marco:
description: 'Runs Anonymous Apex to create user for Trailhead'
class_path: cumulusci.tasks.apex.anon.AnonymousApexTask
options:
apex: >
insert new User(
FirstName = 'Marco',
LastName = 'Forster',
Alias = 'marco',
Email = '[email protected]',
UserName = 'marco-' + DateTime.now().getTime() + String.valueOf(Math.random()) + '@example-th.com',
TimeZoneSidKey = 'America/Los_Angeles',
LocaleSidKey = 'en_US',
EmailEncodingKey = 'UTF-8',
LanguageLocaleKey = 'en_US',
ProfileId = [SELECT Id FROM Profile WHERE Name = 'System Administrator'].Id
);
config_trailhead_task_ownership_marco:
class_path: cumulusci.tasks.apex.anon.AnonymousApexTask
options:
apex: >
List<Task> tasks;
User marco = [SELECT Id FROM User WHERE LastName = 'Forster'];
Set<String> marcoSubjects = new Set<String>{
'Thank You Phone Call'
};
tasks = [SELECT Id FROM Task WHERE Subject IN :marcoSubjects];
for (Task t: tasks) {
t.OwnerId = marco.Id;
}
update tasks;
List<Event> events = [SELECT Id FROM Event];
for (Event e: events) {
e.OwnerId = marco.Id;
}
update events;
config_trailhead_task_ownership_sunil:
class_path: cumulusci.tasks.apex.anon.AnonymousApexTask
options:
apex: >
List<Task> tasks;
User sunil = [SELECT Id FROM User WHERE LastName = 'Divani'];
Set<String> sunilSubjects = new Set<String>{
'Send Gold level packet in mail',
'Schedule Facility Tour & Lunch',
'Send Impact Report'
};
tasks = [SELECT Id FROM Task WHERE Subject IN :sunilSubjects];
for (Task t: tasks) {
t.OwnerId = sunil.Id;
}
update tasks;
config_trailhead_deactivate_user:
class_path: cumulusci.tasks.apex.anon.AnonymousApexTask
options:
apex: >
User sunil = [SELECT Id FROM User WHERE LastName = 'Divani'];
sunil.IsActive = false;
update sunil;
dx:
group: "Salesforce DX"
description: "Calls a sfdx task with the cci Org User specified. Enter the sfdx task with the command option"
class_path: cumulusci.tasks.sfdx.SFDXOrgTask
npsp_default_settings:
description: Configure the default NPSP Settings including Membership RecordType
class_path: cumulusci.tasks.apex.anon.AnonymousApexTask
group: NPSP
options:
path: scripts/configure_npsp_default_settings.cls
apex: initializeNPSPSettings();
enable_crlp:
description: Enable the NPSP Customizable Rollups feature. Include '-o param1 false' to NOT schedule NPSP jobs after enabling.
class_path: cumulusci.tasks.apex.anon.AnonymousApexTask
group: NPSP
options:
apex: >
Map<String, Object> params = new Map<String, Object>{ 'ScheduleJobs' => true };
String shouldScheduleJobs = '%%%PARAM_1%%%';
if (!String.isEmpty(shouldScheduleJobs)) {
params.put('ScheduleJobs', Boolean.valueOf(shouldScheduleJobs));
}
String ns = ('%%%NAMESPACE%%%').replace('__','');
Type t = Type.forName(ns, 'Callable_Api');
Callable apiClass = (Callable)t.newInstance();
apiClass.call('settings.EnableCustomizableRollups', params);
enable_incremental_rollups:
description: Configure NPSP Customizable Rollups to activate Incremental Rollups for Account & Contact Hard Credit
class_path: cumulusci.tasks.apex.anon.AnonymousApexTask
group: NPSP
options:
apex: >
%%%NAMESPACE%%%Customizable_Rollup_Settings__c crlpSettings = %%%NAMESPACE%%%Customizable_Rollup_Settings__c.getOrgDefaults();
crlpSettings.%%%NAMESPACE%%%AccountHardCreditNonSkew_Incremental__c = true;
crlpSettings.%%%NAMESPACE%%%ContactHardCreditNonSkew_Incremental__c = true;
upsert crlpSettings;
add_second_currency:
description: Add CAD as a 2nd currency for a multicurrency org
class_path: cumulusci.tasks.salesforce.insert_record.InsertRecord
group: Org Config
options:
object: CurrencyType
values: "IsoCode:CAD,IsCorporate:false,IsActive:true,DecimalPlaces:2,ConversionRate:1.3"
uninstall_packaged_incremental:
description: Deletes any metadata from the package in the target org not in the local workspace
class_path: cumulusci.tasks.salesforce.UninstallPackagedIncremental
options:
ignore:
QuickAction:
- NewEvent
- NewCase
- SendEmail
# Unpackaged lightning record pages added by trial config
FlexiPage:
- NPSP_Address_Record_Page
- NPSP_Deliverable
- NPSP_Engagement_Plan_Record_Page
- NPSP_GAU_Allocation
- NPSP_General_Accounting_Unit
Class:
- SfdoLogUtils
enable_pilot_in_scratch_org:
description: Initialize the PilotEnabled Feature Parameter override in a Scratch Org environment
class_path: cumulusci.tasks.apex.anon.AnonymousApexTask
group: NPSP
options:
apex: >
%%%NAMESPACE%%%Error_Settings__c errSettings = %%%NAMESPACE%%%Error_Settings__c.getOrgDefaults();
errSettings.%%%NAMESPACE%%%OverrideFeature_PilotEnabled__c = true;
upsert errSettings;
deploy_core_mock_classes:
description: Deploy mock apex class(9)es) that will prevent compilation errors when the packaged code references file-based apex in the core stack for instrumentation purposes
class_path: cumulusci.tasks.salesforce.Deploy
group: Salesforce Metadata
options:
path: unpackaged/config/core_instrumentation_mock_classes
run_tests:
options:
retry_failures:
- "unable to obtain exclusive access to this record"
- "UNABLE_TO_LOCK_ROW"
- "connection was cancelled here"
- "None"
retry_always: True
required_org_code_coverage_percent: 85
disable_triggers:
class_path: cumulusci.tasks.salesforce.trigger_handlers.SetTDTMHandlerStatus
description: "Disable all NPSP Trigger Handlers"
options:
active: False
namespace: npsp
restore_file: trigger_status.yml
restore_triggers:
class_path: cumulusci.tasks.salesforce.trigger_handlers.SetTDTMHandlerStatus
description: "Restore all NPSP Trigger Handlers"
options:
restore: True
namespace: npsp
restore_file: trigger_status.yml
cleanup_translation_metadata:
description: Delete extraneous and translation-excluded metadata from translation files after using retrieve_unpackaged to pull down cleaned translations from a scratch org.
class_path: cumulusci.tasks.metadata.modify.RemoveElementsXPath
group: NPSP
options:
output_style: salesforce
elements:
# Strip any underlying package object label translations
- path: force-app/main/default/objectTranslations/npe01**/**objectTranslation-meta.xml
xpath: //ns:layouts|//ns:nameFieldLabel|//ns:gender|//ns:caseValues|//ns:plural|//ns:startsWith
- path: force-app/main/default/objectTranslations/npo02**/**objectTranslation-meta.xml
xpath: //ns:layouts|//ns:nameFieldLabel|//ns:gender|//ns:caseValues|//ns:plural|//ns:startsWith
- path: force-app/main/default/objectTranslations/npe03**/**objectTranslation-meta.xml
xpath: //ns:layouts|//ns:nameFieldLabel|//ns:gender|//ns:caseValues|//ns:plural|//ns:startsWith
- path: force-app/main/default/objectTranslations/npe4**/**objectTranslation-meta.xml
xpath: //ns:layouts|//ns:nameFieldLabel|//ns:gender|//ns:caseValues|//ns:plural|//ns:startsWith
- path: force-app/main/default/objectTranslations/npe5**/**objectTranslation-meta.xml
xpath: //ns:layouts|//ns:nameFieldLabel|//ns:gender|//ns:caseValues|//ns:plural|//ns:startsWith
# Strip RecordType translations from the Account and Opp because these are not in the package
- path: force-app/main/default/objectTranslations/Account-**/**objectTranslation-meta.xml
xpath: //ns:recordTypes
- path: force-app/main/default/objectTranslations/Opportunity-**/**objectTranslation-meta.xml
xpath: //ns:recordTypes
# Strip Report Type and SControl translations that should not be in the package
- path: force-app/main/default/translations/**.translation-meta.xml
xpath: //ns:reportTypes[ns:name='screen_flows_prebuilt_crt']
- path: force-app/main/default/translations/**.translation-meta.xml
xpath: //ns:reportTypes[ns:name='Households_and_Donations']|//ns:scontrols
# Strip Prompt translations that should not be in the package
- path: force-app/main/default/translations/**.translation-meta.xml
xpath: //ns:prompts
# Strip field translations that should not be included in the package
- path: force-app/main/default/objectTranslations/Schedulable__c-**/**Translation-meta.xml
xpath: //ns:picklistValues[ns:masterLabel='Daily']|//ns:picklistValues[ns:masterLabel='Hourly']|//ns:picklistValues[ns:masterLabel='Monthly']|//ns:picklistValues[ns:masterLabel='Quarterly']|//ns:picklistValues[ns:masterLabel='Weekly']
# Strip Campaign translations that should not be included in the package
- path: force-app/main/default/objectTranslations/Campaign-**/**objectTranslation-meta.xml
xpath: //ns:webLinks[ns:name='ViewCampaignInfluenceReport']
# Strip out any help text translations in the DataImport__c object because HelpText on that object is used for legacy mapping
- path: force-app/main/default/objectTranslations/DataImport__c-**/**.fieldTranslation-meta.xml
xpath: //ns:help[../ns:name='Account1_City__c']|//ns:help[../ns:name='Account1_Country__c']
- path: force-app/main/default/objectTranslations/DataImport__c-**/**.fieldTranslation-meta.xml
xpath: //ns:help[../ns:name='Account1_State_Province__c']|//ns:help[../ns:name='Account1_Street__c']|//ns:help[../ns:name='Account1_Zip_Postal_Code__c']
- path: force-app/main/default/objectTranslations/DataImport__c-**/**.fieldTranslation-meta.xml
xpath: //ns:help[../ns:name='Account1_Name__c']|//ns:help[../ns:name='Account1_Phone__c']|//ns:help[../ns:name='Account1_Website__c']
- path: force-app/main/default/objectTranslations/DataImport__c-**/**.fieldTranslation-meta.xml
xpath: //ns:help[../ns:name='Account2_City__c']|//ns:help[../ns:name='Account2_Country__c']
- path: force-app/main/default/objectTranslations/DataImport__c-**/**.fieldTranslation-meta.xml
xpath: //ns:help[../ns:name='Account2_State_Province__c']|//ns:help[../ns:name='Account2_Street__c']|//ns:help[../ns:name='Account2_Zip_Postal_Code__c']
- path: force-app/main/default/objectTranslations/DataImport__c-**/**.fieldTranslation-meta.xml
xpath: //ns:help[../ns:name='Account2_Name__c']|//ns:help[../ns:name='Account2_Phone__c']|//ns:help[../ns:name='Account2_Website__c']
- path: force-app/main/default/objectTranslations/DataImport__c-**/**.fieldTranslation-meta.xml
xpath: //ns:help[../ns:name='Contact1_Firstname__c']|//ns:help[../ns:name='Contact1_Lastname__c']|//ns:help[../ns:name='Contact1_Salutation__c']
- path: force-app/main/default/objectTranslations/DataImport__c-**/**.fieldTranslation-meta.xml
xpath: //ns:help[../ns:name='Contact1_Birthdate__c']|//ns:help[../ns:name='Contact1_Title__c']
- path: force-app/main/default/objectTranslations/DataImport__c-**/**.fieldTranslation-meta.xml
xpath: //ns:help[../ns:name='Contact1_Home_Phone__c']|//ns:help[../ns:name='Contact1_Mobile_Phone__c']|//ns:help[../ns:name='Contact1_Other_Phone__c']
- path: force-app/main/default/objectTranslations/DataImport__c-**/**.fieldTranslation-meta.xml
xpath: //ns:help[../ns:name='Contact1_Personal_Email__c']|//ns:help[../ns:name='Contact1_Preferred_Email__c']|//ns:help[../ns:name='Contact1_Preferred_Phone__c']
- path: force-app/main/default/objectTranslations/DataImport__c-**/**.fieldTranslation-meta.xml
xpath: //ns:help[../ns:name='Contact1_Alternate_Email__c']|//ns:help[../ns:name='Contact1_Work_Email__c']|//ns:help[../ns:name='Contact1_Work_Phone__c']
- path: force-app/main/default/objectTranslations/DataImport__c-**/**.fieldTranslation-meta.xml
xpath: //ns:help[../ns:name='Contact2_Firstname__c']|//ns:help[../ns:name='Contact2_Lastname__c']|//ns:help[../ns:name='Contact2_Salutation__c']
- path: force-app/main/default/objectTranslations/DataImport__c-**/**.fieldTranslation-meta.xml
xpath: //ns:help[../ns:name='Contact2_Birthdate__c']|//ns:help[../ns:name='Contact2_Title__c']
- path: force-app/main/default/objectTranslations/DataImport__c-**/**.fieldTranslation-meta.xml
xpath: //ns:help[../ns:name='Contact2_Home_Phone__c']|//ns:help[../ns:name='Contact2_Mobile_Phone__c']|//ns:help[../ns:name='Contact2_Other_Phone__c']
- path: force-app/main/default/objectTranslations/DataImport__c-**/**.fieldTranslation-meta.xml
xpath: //ns:help[../ns:name='Contact2_Personal_Email__c']|//ns:help[../ns:name='Contact2_Preferred_Email__c']|//ns:help[../ns:name='Contact2_Preferred_Phone__c']
- path: force-app/main/default/objectTranslations/DataImport__c-**/**.fieldTranslation-meta.xml
xpath: //ns:help[../ns:name='Contact2_Alternate_Email__c']|//ns:help[../ns:name='Contact2_Work_Email__c']|//ns:help[../ns:name='Contact2_Work_Phone__c']
- path: force-app/main/default/objectTranslations/DataImport__c-**/**.fieldTranslation-meta.xml
xpath: //ns:help[../ns:name='Donation_Amount__c']|//ns:help[../ns:name='Donation_Date__c']
- path: force-app/main/default/objectTranslations/DataImport__c-**/**.fieldTranslation-meta.xml
xpath: //ns:help[../ns:name='Donation_Description__c']|//ns:help[../ns:name='Donation_Name__c']
- path: force-app/main/default/objectTranslations/DataImport__c-**/**.fieldTranslation-meta.xml
xpath: //ns:help[../ns:name='Donation_Member_Level__c']|//ns:help[../ns:name='Donation_Membership_End_Date__c']
- path: force-app/main/default/objectTranslations/DataImport__c-**/**.fieldTranslation-meta.xml
xpath: //ns:help[../ns:name='Donation_Membership_Origin__c']|//ns:help[../ns:name='Donation_Membership_Start_Date__c']
- path: force-app/main/default/objectTranslations/DataImport__c-**/**.fieldTranslation-meta.xml
xpath: //ns:help[../ns:name='Donation_Record_Type_Name__c']|//ns:help[../ns:name='Donation_Stage__c']|//ns:help[../ns:name='Donation_Type__c']
- path: force-app/main/default/objectTranslations/DataImport__c-**/**.fieldTranslation-meta.xml
xpath: //ns:help[../ns:name='Donation_Record_Type_Name__c']
- path: force-app/main/default/objectTranslations/DataImport__c-**/**.fieldTranslation-meta.xml
xpath: //ns:help[../ns:name='Home_City__c']|//ns:help[../ns:name='Home_Country__c']
- path: force-app/main/default/objectTranslations/DataImport__c-**/**.fieldTranslation-meta.xml
xpath: //ns:help[../ns:name='Home_State_Province__c']|//ns:help[../ns:name='Home_Street__c']|//ns:help[../ns:name='Home_Zip_Postal_Code__c']
- path: force-app/main/default/objectTranslations/DataImport__c-**/**.fieldTranslation-meta.xml
xpath: //ns:help[../ns:name='Household_Phone__c']
- path: force-app/main/default/objectTranslations/DataImport__c-**/**.fieldTranslation-meta.xml
xpath: //ns:help[../ns:name='Payment_Check_Reference_Number__c']|//ns:help[../ns:name='Payment_Method__c']|//ns:help[../ns:name='DonationCampaignImported__c']
# Unpackaged Metadata Cleanup
- path: unpackaged/config/rd2_post_config/objectTranslations/**.objectTranslation-
xpath: //ns:gender|//ns:caseValues|//ns:nameFieldLabel|//ns:standardFields
- path: unpackaged/config/trial/objectTranslations/**.objectTranslation
xpath: //ns:gender|//ns:caseValues|//ns:nameFieldLabel|//ns:standardFields
set_user_language:
description: Update the language of the Current User to the specified language as '-o param1 english'
class_path: cumulusci.tasks.apex.anon.AnonymousApexTask
group: Org Config
options:
apex: >-
User u = [SELECT Id FROM User WHERE Id = :UserInfo.getUserId() LIMIT 1];
Map<String, String> languageMap = new Map<String, String>{ 'English' => 'en_US', 'Spanish' => 'es',
'French' => 'fr', 'German' => 'de', 'Dutch' => 'nl_NL', 'Japanese' => 'ja', 'english' => 'en_US',
'spanish' => 'es', 'french' => 'fr', 'german' => 'de', 'dutch' => 'nl_NL', 'japanese' => 'ja' };
u.LanguageLocaleKey = languageMap.get('%%%PARAM_1%%%');
Update u;
set_bdi_mapping_mode:
description: Set the BDI Mapping mode to 'Help Text' or 'Data Import Field Mapping'
class_path: tasks.set_BDI_mapping_mode.SetBDIMappingMode
prepare_unlocked_package_source:
description: Munge source code to be buildable as an Unlocked Package
class_path: cumulusci.tasks.util.FindReplace
options:
find: SfdoLogUtils
replace: SfdoLogUtilsUnlocked
path: force-app/main
file_pattern:
- "*.cls"
flows:
release_production:
steps:
3:
task: None
build_unlocked_test_package:
steps:
0:
task: command
options:
command: |
cp unpackaged/config/core_instrumentation_mock_classes/classes/SfdoLogUtils.cls \
force-app/main/default/classes/SfdoLogUtilsUnlocked.cls && \
cp unpackaged/config/core_instrumentation_mock_classes/classes/SfdoLogUtils.cls-meta.xml \
force-app/main/default/classes/SfdoLogUtilsUnlocked.cls-meta.xml
0.1:
task: prepare_unlocked_package_source
install_regression:
steps:
1:
flow: dependencies
3:
task: None
regression_org:
steps:
2:
flow: None
3:
task: update_admin_profile
4:
task: update_dependencies
options:
include_beta: True
security_type: PUSH
5:
task: install_managed_beta
options:
security_type: PUSH
6:
flow: config_regression
7:
task: snapshot_changes
config_dev:
steps:
3:
task: deploy_dev_config_delete
4:
task: deploy_dev_config
5:
task: npsp_default_settings
config_qa:
steps:
2:
task: None
3:
task: deploy_dev_config_delete
4:
flow: config_trial
5:
task: npsp_default_settings
6:
task: deploy_qa_config
7:
task: deploy_qa_bdi_metadata_config
8:
task: update_admin_profile
9:
task: test_data_relationships
10:
task: deploy_reports
11:
task: create_perms_testing_user
12:
task: assign_permission_sets
options:
api_names: QA,Gift_Entry
config_qa_namespaced:
steps:
1:
task: deploy_post
2:
task: None
3:
task: deploy_dev_config_delete
4:
flow: config_trial
5:
task: npsp_default_settings
6:
task: deploy_qa_config
7:
task: deploy_qa_bdi_metadata_config
options:
namespaced_org: True
unmanaged: False
8:
task: update_admin_profile
9:
task: test_data_relationships
ignore_failure: true
10:
task: deploy_reports
11:
task: deploy_qa_namespaced_config
12:
task: create_perms_testing_user
13:
task: assign_permission_sets
options:
api_names: QA,Gift_Entry
deploy_unmanaged:
description: Override to the deploy_unmanaged flow to force a mock apex class to be deployed that will prevent compilation errors when the packaged code references file-based apex in the core stack for instrumentation purposes.
steps:
2.1:
when: not org_config.namespace
task: deploy_core_mock_classes
qa_org_namespaced:
description: Execute the qa_org flow against a namespaced scratch org and patch help text.
steps:
1:
flow: dependencies
2:
flow: deploy_unmanaged
3:
flow: config_qa_namespaced
4:
task: snapshot_changes
qa_org_2gp:
# This override allows QA Org 2GP to be functional.
# NPSP's config_qa is not currently compatible with managed installations.
steps:
2:
flow: config_regression
3:
task: update_admin_profile
qa_org_unlocked:
steps:
2:
flow: config_regression
ci_feature_2gp_trial:
steps:
1:
flow: install_2gp_commit
2:
flow: config_apextest
3:
flow: config_trial
4:
task: run_tests
config_trial_org:
steps:
1:
flow: dependencies
2:
task: install_managed
3:
task: deploy_post
4:
task: deploy_tso_config
5:
task: test_data_relationships
ignore_failure: true
6:
task: deploy_trial_translations
7:
task: deploy_reports
8:
flow: enable_rd2
9:
flow: enable_gift_entry
10:
task: execute_anon
options:
path: scripts/trial/TrialCustomSettingsDefaults.cls
apex: updateCustomSettingsDefaults();
11:
task: update_admin_profile
config_trial:
steps:
1:
task: deploy_trial_config
ui_options:
name: "NPSP Trial Experience"
#2:
# task: update_dependencies
# options:
# dependencies:
# - github: "https:/SalesforceFoundation/pmm"
#3:
# task: deploy_pmm_trial_config
# ui_options:
# name: "Configure Program Management Module"
#4:
# task: pmm:deploy_customer_profiles
# options:
# unmanaged: False
# ui_options:
# name: "Install Program Management Module Profile"
config_packaging:
steps:
1:
task: update_admin_profile
options:
package_xml: lib/admin_profile_packaging.xml
deploy_contact_merge_testing:
description: 'Deploys a Unique custom field on Contact and a test class for Contact Merge.'
group: NPSP
steps:
1: