sf_migrate 1.2.3 → 1.2.4

checksums.yaml

@@ -0,0 +1,15 @@
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data/lib/import.rb

@@ -43,7 +43,7 @@ module SalesforceMigration
       import_agents
       import_merchants
 
-      associate_records_to_groups
+      puts_records_in_iso_groups
     end
 
     # Import methods. They load the csv file, for the given type
@@ -525,6 +525,14 @@ module SalesforceMigration
           end
       end
     end
+
+    # Assign all records, to their ISO's SecurityGroup
+    #
+    def puts_records_in_iso_groups
+      put_isos_into_iso_group
+      put_agents_into_iso_group
+      put_merchants_into_iso_group
+    end
     
     # Create the actual records and users in SugarCRM. Populates the var_pool
     #
@@ -570,6 +578,32 @@ module SalesforceMigration
       end
     end
 
+    # Populates the var_pool with Sugar Objects.
+    # Reason being, is that if you abort the current process (error or some other reason)
+    # You won't be able to continue from the same place and be able to correctly associate the objects
+    # To prevent this, we can just load back every object for every type and continue uninterrupted
+    #
+    # @param [String] id - SalesForce id of the object, that we want to retrieve
+    # @param [String] type - type of the object, that we want to retrieve (module type)
+    def populate_var_poll_from_sugar(id, type)
+      obj = find_sugarcrm_object(type, 'sf_id', id)
+      populate_var_pool(obj, type) if obj
+    end
+
+    # Populates Users as SugarCRM objects.
+    # We use them later on, when associating objects with Security Groups
+    #
+    # @param [SugarCRM::Namespace::Object] Already created user object
+    # @param [String] type type of the object
+    def populate_user_pool(user, type)
+      case type
+        when 'iso'
+          @iso_users << user
+        when 'agent'
+          @agent_users << user
+      end
+    end
+
     # Create association for agent, merchant, settlement bank Account, Email, Payment Method
     #   If it is agent, it will find the ISO by id and create the association
     #   If it is merchant, it will find the Agent, Payment Method, User and create the associations
@@ -603,21 +637,42 @@ module SalesforceMigration
       obj
     end
 
-    # Associate an object with selected ids
-    def associate_module_by_ids!(object, type, list_of_ids, assign_to_user = false, reverse_association = false)
-      if list_of_ids.is_a?(Array)
-        list_of_ids.each do |record_id|
-          sugar_object = find_sugarcrm_object(type, 'sf_id', record_id)
-          if reverse_association
-            sugar_object.associate! object if sugar_object
-          else
-            object.associate! sugar_object if sugar_object
-          end
-          assign_user_as_owner_to_record(object, sugar_object) if assign_to_user
+    # Creates the Security Group object in SugarCRM
+    #
+    # @param [SugarCRM::Namespace::EmpIso] Iso object
+    def create_security_group_iso(iso)
+      @logger.info("Creating SecurityGroup #{iso.name}")
+      security_group = SugarCRM::SecurityGroup.new(:name => iso.name) unless find_sugarcrm_object('security_group','name', iso.name)
+      security_group.save! if security_group
+    end
+
+    # Create user associated with SugarCRM object
+    # Default email: mail@example.com, default password: 123456
+    # 
+    # @param [SugarCRM::Namespace::Object] obj object for which a user will be created
+    # @param [String] type type of the object 
+    def create_user(obj, type)
+        @logger.info("Creating user for #{type} #{obj.name}")
+        if (defined?(obj.emerchantpay_iso_id) && (obj.emerchantpay_iso_id.blank? || obj.email_address.blank?)) ||
+           (defined?(obj.emerchantpay_agent_id) && (obj.emerchantpay_agent_id.blank? || obj.email_address.blank?)) 
+          @logger.error("Record |#{obj.name}| with type |#{type}| have empty fields (which are required), thus its skipped!")
+        else
+          user                            = SugarCRM::User.new
+          user.user_name                  = (type == 'agent') ? obj.emerchantpay_agent_id : obj.emerchantpay_iso_id
+          user.last_name                  = obj.name
+          user.emp_type                   = type
+          user.email1                     = obj.email_address || ""
+          user.status                     = 'Inactive'
+          user.salesforce_id              = obj.sf_id
+          user.system_generated_password  = false
+          user.save!
+          obj.assigned_user_id            = user.id
+          obj.save!
+          
+          populate_user_pool(user, type)
         end
-      end
     end
-    
+
     # Find records(payment methods, emails) in the junction object arrays, given the merchant_id
     # Both payment methods and emails have a many-to-many relationship with the merchant in Salesforce
 
@@ -646,39 +701,19 @@ module SalesforceMigration
       end
     end
 
-    def find_related_records(relation_data, relation_field, related_to_id)
-      return unless relation_data and relation_field and related_to_id
-
-      search_results = []
-
-      case @action
-        when "initial_run"
-          relation_data.each do |record|
-            # Check if we are dealing with file-relations (stored as Array)
-            # OR if we're using SugarCRM records (store as Object)
-
-            record_id  = (relation_data.first.is_a?(Hash)) ? record['sf_id'] : record.sf_id
-            relate_id  = (relation_data.first.is_a?(Hash)) ? record[relation_field] : record.send(relation_field.to_sym)
-
-            search_results << record_id if compare_salesforce_ids(relate_id, related_to_id)
-          end
-        when "update"
-          # Check if we are dealing with file-relations (stored as Array)
-          if relation_data.first.is_a?(Hash)
-            relation_data.each { |record| search_results << record['sf_id'] if compare_salesforce_ids(record[relation_field], related_to_id) }
-          # OR extract the objects from SugarCRM
+    # Associate an object with selected ids
+    def associate_module_by_ids!(object, type, list_of_ids, assign_to_user = false, reverse_association = false)
+      if list_of_ids.is_a?(Array)
+        list_of_ids.each do |record_id|
+          sugar_object = find_sugarcrm_object(type, 'sf_id', record_id)
+          if reverse_association
+            sugar_object.associate! object if sugar_object and object
           else
-            records = find_sugarcrm_object(relation_data, relation_field, related_to_id)
-
-            if records.is_a?(Array)
-              records.each { |record| search_results << record.sf_id }
-            else
-              search_results << records.sf_id
-            end
+            object.associate! sugar_object if sugar_object and object
           end
+          assign_user_as_owner_to_record(object, sugar_object) if assign_to_user
+        end
       end
-
-      return search_results
     end
 
     # Assign user to an object, by providing a source and target objects
@@ -707,89 +742,41 @@ module SalesforceMigration
       object_to_assign.save!
     end
 
-    # Compare SalesForce Ids - SalesForce have two type of ids - 15 digit case-sensitive and 18-digit case-insensitive
-    #
-    # @param [String] salesforce_id - salesforce id to compare to
-    # @param [String] target_id - id
-    #
-    # @return [Boolean] true on match, every other case - false
-    def compare_salesforce_ids(salesforce_id, target_id)
-      return false unless salesforce_id and target_id
+    def find_related_records(relation_data, relation_field, related_to_id)
+      return unless relation_data and relation_field and related_to_id
 
-      case salesforce_id.length
-        when 15
-          if target_id.length == 18
-            target_id = target_id[0..-4]
-          end
-          if salesforce_id == target_id
-            return true
-          end
-        when 18
-          if target_id.length == 15
-            salesforce_id = salesforce_id[0..-4]
+      search_results = []
+
+      case @action
+        when "initial_run"
+          relation_data.each do |record|
+            # Check if we are dealing with file-relations (stored as Array)
+            # OR if we're using SugarCRM records (store as Object)
+
+            record_id  = (relation_data.first.is_a?(Hash)) ? record['sf_id'] : record.sf_id
+            relate_id  = (relation_data.first.is_a?(Hash)) ? record[relation_field] : record.send(relation_field.to_sym)
+
+            search_results << record_id if compare_salesforce_ids(relate_id, related_to_id)
           end
-          if salesforce_id.casecmp(target_id) == 0
-            return true
+        when "update"
+          # Check if we are dealing with file-relations (stored as Array)
+          if relation_data.first.is_a?(Hash)
+            relation_data.each { |record| search_results << record['sf_id'] if compare_salesforce_ids(record[relation_field], related_to_id) }
+          # OR extract the objects from SugarCRM
+          else
+            records = find_sugarcrm_object(relation_data, relation_field, related_to_id)
+
+            return if records.blank?
+
+            if records.is_a?(Array)
+              records.each { |record| search_results << record.sf_id }
+            else
+              search_results << records.sf_id
+            end
           end
       end
-      
-      false
-    end
-    
-    # Creates the Security Group object in SugarCRM
-    #
-    # @param [SugarCRM::Namespace::EmpIso] Iso object
-    def create_security_group_iso(iso)
-      @logger.info("Creating SecurityGroup #{iso.name}")
-      security_group = SugarCRM::SecurityGroup.new(:name => iso.name) unless find_sugarcrm_object('security_group','name', iso.name)
-      security_group.save! if security_group
-    end
-    
-    # Assign all records, to their ISO's SecurityGroup
-    def associate_records_to_groups
-      put_isos_into_iso_group
-      put_agents_into_iso_group
-      put_merchants_into_iso_group
-    end
 
-    # Create user associated with SugarCRM object
-    # Default email: mail@example.com, default password: 123456
-    # 
-    # @param [SugarCRM::Namespace::Object] obj object for which a user will be created
-    # @param [String] type type of the object 
-    def create_user(obj, type)
-        @logger.info("Creating user for #{type} #{obj.name}")
-        if (defined?(obj.emerchantpay_iso_id) && (obj.emerchantpay_iso_id.blank? || obj.email_address.blank?)) ||
-           (defined?(obj.emerchantpay_agent_id) && (obj.emerchantpay_agent_id.blank? || obj.email_address.blank?)) 
-          @logger.error("Record |#{obj.name}| with type |#{type}| have empty fields (which are required), thus its skipped!")
-        else
-          user                            = SugarCRM::User.new
-          user.user_name                  = (type == 'agent') ? obj.emerchantpay_agent_id : obj.emerchantpay_iso_id
-          user.last_name                  = obj.name
-          user.emp_type                   = type
-          user.email1                     = obj.email_address || ""
-          user.status                     = 'Inactive'
-          user.salesforce_id              = obj.sf_id
-          user.system_generated_password  = false
-          user.save!
-          obj.assigned_user_id            = user.id
-          obj.save!
-          
-          populate_user_pool(user, type)
-        end
-    end
-    
-    # Populates Users as SugarCRM objects.
-    # We use them later on, when associating objects with Security Groups
-    # @param [SugarCRM::Namespace::Object] Already created user object
-    # @param [String] type type of the object
-    def populate_user_pool(user, type)
-      case type
-        when 'iso'
-          @iso_users << user
-        when 'agent'
-          @agent_users << user
-      end
+      search_results
     end
 
     def put_isos_into_iso_group
@@ -864,6 +851,7 @@ module SalesforceMigration
               put_email_objects_into_iso_group(security_group, 'merchant', merchant)
               put_payment_methods_objects_into_iso_group(security_group, merchant)
               put_bank_accounts_into_iso_group(security_group, merchant)
+              put_contracts_into_iso_group(security_group, merchant)
             else
               @logger.error("Couldn't find a ISO SecurityGroup for Merchant - #{merchant.name}")
             end
@@ -872,10 +860,27 @@ module SalesforceMigration
       end
     end
 
+    def put_contracts_into_iso_group(security_group, merchant)
+      return unless security_group and merchant
+
+      @logger.info("Putting Contracts for #{merchant.name} into #{security_group.name} group")
+
+      case @action
+        when "initial_run"
+          contracts_for_merchant_id = find_related_records(@contracts, 'sf_account_id', merchant.sf_id)
+        when "update"
+          contracts_for_merchant_id = find_related_records('contract', 'sf_account_id', merchant.sf_id)
+      end
+
+      return if contracts_for_merchant_id.blank?
+
+      associate_module_by_ids!(security_group, 'contract', contracts_for_merchant_id, false, true)
+    end
+
     def put_bank_accounts_into_iso_group(security_group, merchant)
       return unless security_group and merchant
 
-      @logger.info("Puting Bank Account for #{merchant.name} into ISO group")
+      @logger.info("Puting Bank Accounts for #{merchant.name} into #{security_group.name} group")
       
       case @action
         when "initial_run"
@@ -892,7 +897,7 @@ module SalesforceMigration
     def put_email_objects_into_iso_group(security_group, type, obj)
       return unless security_group and type and obj
 
-      @logger.info("Puting Emails for #{obj.name} into ISO group")
+      @logger.info("Puting Emails for #{obj.name} into #{security_group.name} group")
 
       case type
         when "agent"
@@ -919,7 +924,7 @@ module SalesforceMigration
     def put_payment_methods_objects_into_iso_group(security_group, merchant)
       return unless security_group and merchant
 
-      @logger.info("Puting Payment Methods for #{merchant.name} into ISO group")
+      @logger.info("Puting Payment Methods for #{merchant.name} into #{security_group.name} group")
 
       payment_methods = find_related_records(@payment_to_merchants, 'sf_merchant_id', merchant.sf_id)
 
@@ -927,6 +932,35 @@ module SalesforceMigration
 
       associate_module_by_ids!(security_group, 'payment_method', payment_methods, false, true)
     end
+
+    # Compare SalesForce Ids - SalesForce have two type of ids - 15 digit case-sensitive and 18-digit case-insensitive
+    #
+    # @param [String] salesforce_id - salesforce id to compare to
+    # @param [String] target_id - id
+    #
+    # @return [Boolean] true on match, every other case - false
+    def compare_salesforce_ids(salesforce_id, target_id)
+      return false unless salesforce_id and target_id
+
+      case salesforce_id.length
+        when 15
+          if target_id.length == 18
+            target_id = target_id[0..-4]
+          end
+          if salesforce_id == target_id
+            return true
+          end
+        when 18
+          if target_id.length == 15
+            salesforce_id = salesforce_id[0..-4]
+          end
+          if salesforce_id.casecmp(target_id) == 0
+            return true
+          end
+      end
+      
+      false
+    end
     
     # Returns the SugarCRM module namespace
     # @param [String] type type of the module object
@@ -958,17 +992,5 @@ module SalesforceMigration
         SugarCRM.connection.get_entry_list(module_type, "#{module_type.downcase}.#{attribute} = '#{search_string}'")
     end
 
-    # Populates the var_pool with Sugar Objects.
-    # Reason being, is that if you abort the current process (error or some other reason)
-    # You won't be able to continue from the same place and be able to correctly associate the objects
-    # To prevent this, we can just load back every object for every type and continue uninterrupted
-    #
-    # @param [String] id - SalesForce id of the object, that we want to retrieve
-    # @param [String] type - type of the object, that we want to retrieve (module type)
-    def populate_var_poll_from_sugar(id, type)
-      obj = find_sugarcrm_object(type, 'sf_id', id)
-      populate_var_pool(obj, type) if obj
-    end
-
   end
 end

metadata

@@ -1,113 +1,94 @@
---- !ruby/object:Gem::Specification 
+--- !ruby/object:Gem::Specification
 name: sf_migrate
-version: !ruby/object:Gem::Version 
-  hash: 25
-  prerelease: 
-  segments: 
-  - 1
-  - 2
-  - 3
-  version: 1.2.3
+version: !ruby/object:Gem::Version
+  version: 1.2.4
 platform: ruby
-authors: 
+authors:
 - Emil Petkov
 - Petar Manchev
 autorequire: 
 bindir: bin
 cert_chain: []
-
-date: 2014-02-06 00:00:00 Z
-dependencies: 
-- !ruby/object:Gem::Dependency 
+date: 2014-02-07 00:00:00.000000000 Z
+dependencies:
+- !ruby/object:Gem::Dependency
   name: sugarcrm_emp
-  prerelease: false
-  requirement: &id001 !ruby/object:Gem::Requirement 
-    none: false
-    requirements: 
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
     - - ~>
-      - !ruby/object:Gem::Version 
-        hash: 61
-        segments: 
-        - 0
-        - 10
-        - 5
+      - !ruby/object:Gem::Version
         version: 0.10.5
   type: :runtime
-  version_requirements: *id001
-- !ruby/object:Gem::Dependency 
-  name: databasedotcom_emp
   prerelease: false
-  requirement: &id002 !ruby/object:Gem::Requirement 
-    none: false
-    requirements: 
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ~>
+      - !ruby/object:Gem::Version
+        version: 0.10.5
+- !ruby/object:Gem::Dependency
+  name: databasedotcom_emp
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
     - - ~>
-      - !ruby/object:Gem::Version 
-        hash: 25
-        segments: 
-        - 1
-        - 3
-        - 1
+      - !ruby/object:Gem::Version
         version: 1.3.1
   type: :runtime
-  version_requirements: *id002
-- !ruby/object:Gem::Dependency 
-  name: mail
   prerelease: false
-  requirement: &id003 !ruby/object:Gem::Requirement 
-    none: false
-    requirements: 
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
     - - ~>
-      - !ruby/object:Gem::Version 
-        hash: 29
-        segments: 
-        - 2
-        - 5
-        - 3
+      - !ruby/object:Gem::Version
+        version: 1.3.1
+- !ruby/object:Gem::Dependency
+  name: mail
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ~>
+      - !ruby/object:Gem::Version
         version: 2.5.3
   type: :runtime
-  version_requirements: *id003
-- !ruby/object:Gem::Dependency 
-  name: roo
   prerelease: false
-  requirement: &id004 !ruby/object:Gem::Requirement 
-    none: false
-    requirements: 
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
     - - ~>
-      - !ruby/object:Gem::Version 
-        hash: 59
-        segments: 
-        - 1
-        - 10
-        - 2
+      - !ruby/object:Gem::Version
+        version: 2.5.3
+- !ruby/object:Gem::Dependency
+  name: roo
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ~>
+      - !ruby/object:Gem::Version
         version: 1.10.2
   type: :runtime
-  version_requirements: *id004
-- !ruby/object:Gem::Dependency 
-  name: unix-crypt
   prerelease: false
-  requirement: &id005 !ruby/object:Gem::Requirement 
-    none: false
-    requirements: 
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ~>
+      - !ruby/object:Gem::Version
+        version: 1.10.2
+- !ruby/object:Gem::Dependency
+  name: unix-crypt
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
     - - ~>
-      - !ruby/object:Gem::Version 
-        hash: 27
-        segments: 
-        - 1
-        - 3
-        - 0
+      - !ruby/object:Gem::Version
         version: 1.3.0
   type: :runtime
-  version_requirements: *id005
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ~>
+      - !ruby/object:Gem::Version
+        version: 1.3.0
 description: SalesForce to SugarCRM migration tool
-email: 
+email:
 - p.manchev@emerchantpay.com
-executables: 
+executables:
 - sf_migrate
 extensions: []
-
 extra_rdoc_files: []
-
-files: 
+files:
 - README.md
 - Gemfile
 - bin/sf_migrate
@@ -119,36 +100,25 @@ files:
 - config/credentials.yaml.example
 homepage: 
 licenses: []
-
+metadata: {}
 post_install_message: 
 rdoc_options: []
-
-require_paths: 
+require_paths:
 - lib
-required_ruby_version: !ruby/object:Gem::Requirement 
-  none: false
-  requirements: 
-  - - ">="
-    - !ruby/object:Gem::Version 
-      hash: 3
-      segments: 
-      - 0
-      version: "0"
-required_rubygems_version: !ruby/object:Gem::Requirement 
-  none: false
-  requirements: 
-  - - ">="
-    - !ruby/object:Gem::Version 
-      hash: 3
-      segments: 
-      - 0
-      version: "0"
+required_ruby_version: !ruby/object:Gem::Requirement
+  requirements:
+  - - ! '>='
+    - !ruby/object:Gem::Version
+      version: '0'
+required_rubygems_version: !ruby/object:Gem::Requirement
+  requirements:
+  - - ! '>='
+    - !ruby/object:Gem::Version
+      version: '0'
 requirements: []
-
 rubyforge_project: 
-rubygems_version: 1.8.25
+rubygems_version: 2.1.11
 signing_key: 
-specification_version: 3
+specification_version: 4
 summary: Makes a bridge between Salesforce and SugarCRM
 test_files: []
-