@salesforce/plugin-bre-to-cml 1.3.0 → 1.3.2

package/README.md

@@ -58,6 +58,18 @@ sf plugins
 
 ## Commands
 
+> **Review generated files before you import them or apply them to records.** Everything this plugin
+> emits — the `.cml` model, the association CSV, and the `_SurchargeUpdate.json` /
+> `_UnderwritingUpdate.json` record-update plans — is the output of an automated conversion of your
+> org's BRE data. Verifying that it expresses the logic you intend is your responsibility, not the
+> plugin's. Two things are worth checking in particular. Conversion skips rules it cannot place and
+> reports each one as a `SKIPPED` warning, so a generated model can be incomplete even when the
+> command succeeds. And the import commands change the org: `as-expression-set` replaces the active
+> model, and `record-updates` writes to records, where flipping `RuleEngineType` to
+> `ConstraintEngine` stops the platform evaluating that record's BRE rules. Preview with
+> `--dry-run`, read the preview rather than confirming past it, and validate the migrated rules
+> behave as expected in a sandbox before running any of this against production.
+
 ### Insurance: merging surcharge rules into an existing model
 
 `cml convert surcharge-rules` **always** merges generated surcharge rules into an org's existing
@@ -65,12 +77,49 @@ curated `ConstraintModel` — nesting each rule into its leaf product type with
 pathed rule key — rather than building a fresh, flat model. It requires an existing CML model for the
 resolved CML API.
 
+> **Prerequisite:** each surcharge's parent `Surcharge.Code` must be set (non-null). The platform
+> derives the leaf segment of the auto-generated `ProductSurcharge.RuleKey` from `Surcharge.Code`, and
+> a surcharge with a null Code cannot be flipped to `ConstraintEngine` (the org raises a save-hook
+> error). Populate `Surcharge.Code` before converting.
+
+After importing the merged CML with `sf cml import as-expression-set`, apply the emitted `_SurchargeUpdate.json` (flips `RuleEngineType` → `ConstraintEngine`) with `sf insurance import record-updates`:
+
+```
+$ sf insurance import record-updates --file data/SURCHARGE_CML_SurchargeUpdate.json --target-org myOrg --dry-run
+$ sf insurance import record-updates --file data/SURCHARGE_CML_SurchargeUpdate.json --target-org myOrg
+```
+
+The first run previews every planned change and writes nothing. The second prints the same preview and
+asks for confirmation before applying; pass `--no-prompt` to skip the prompt in automation. The command
+re-reads each record before writing, verifies its Name against the file, skips records that already
+match (so re-running is safe), and reads back the platform-regenerated `RuleKey` to confirm the
+surcharge will actually fire. Import the CML **before** applying the record updates — the RuleKey is
+regenerated against the active model.
+
+The same command applies an `_UnderwritingUpdate.json` file emitted by `sf cml convert underwriting-rules`.
+
+You can also apply the flip directly with the Salesforce CLI — run one `sf data update record` call per
+surcharge listed in `_SurchargeUpdate.json`, using the `id` from that file to set `RuleEngineType` →
+`ConstraintEngine`:
+
+```
+$ sf data update record \
+    --sobject ProductSurcharge \
+    --record-id <ID_FROM_SURCHARGEUPDATE_JSON> \
+    --values "RuleEngineType=ConstraintEngine" \
+    --target-org myOrg
+```
+
+The platform regenerates `ProductSurcharge.RuleKey` on save, which requires the parent `Surcharge.Code`
+to be non-null (per the prerequisite above).
+
 <!-- commands -->
 
 - [`sf cml convert prod-cfg-rules`](#sf-cml-convert-prod-cfg-rules)
 - [`sf cml convert surcharge-rules`](#sf-cml-convert-surcharge-rules)
 - [`sf cml convert underwriting-rules`](#sf-cml-convert-underwriting-rules)
 - [`sf cml import as-expression-set`](#sf-cml-import-as-expression-set)
+- [`sf insurance import record-updates`](#sf-insurance-import-record-updates)
 
 ## `sf cml convert prod-cfg-rules`
 
@@ -165,8 +214,14 @@ DESCRIPTION
   file-only and never writes to the org. It requires an existing CML model to merge into and outputs a .cml file with
   the full merged model, a header-only \_Associations.csv file, a \_RuleKeyMapping.json with the ProductSurcharge ID to
   RuleKey mapping, and a \_SurchargeUpdate.json file enumerating the org-record changes. Review the files, then apply
-  the CML with `sf cml import as-expression-set` and apply the org-record changes enumerated in the
-  \_SurchargeUpdate.json file to the org separately (in that order).
+  the CML with `sf cml import as-expression-set` and apply the \_SurchargeUpdate.json file with `sf insurance import
+  record-updates` (in that order — the platform regenerates ProductSurcharge.RuleKey against the active model when
+  RuleEngineType flips).
+
+  The parent Surcharge's Code field must be set (non-null): the platform derives the leaf segment of the auto-generated
+  ProductSurcharge.RuleKey from Surcharge.Code, so the converter uses it to build a matching rule key. A surcharge whose
+  parent Surcharge has a null Code cannot be flipped to ConstraintEngine (the org raises a save-hook error) and will not
+  convert correctly — populate Surcharge.Code before converting.
 
 EXAMPLES
   $ sf cml convert surcharge-rules --cml-api SURCHARGE_CML --target-org myOrg
@@ -208,8 +263,8 @@ DESCRIPTION
   command is file-only and never writes to the org: it outputs a .cml file with the constraint model, an
   \_Associations.csv file for ExpressionSetConstraintObj records, a \_RuleKeyMapping.json with the UnderwritingRule ID
   to RuleKey mapping, and a \_UnderwritingUpdate.json file enumerating the org-record changes. Review the files, then
-  apply the CML with `sf cml import as-expression-set` and apply the org-record changes enumerated in the
-  \_UnderwritingUpdate.json file to the org separately.
+  apply the CML with `sf cml import as-expression-set` and apply the \_UnderwritingUpdate.json file with `sf insurance
+  import record-updates`.
 
 EXAMPLES
   $ sf cml convert underwriting-rules --cml-api UW_CML --target-org myOrg
@@ -252,4 +307,62 @@ EXAMPLES
   $ sf cml import as-expression-set --cml-api MY_TEST --context-definition PricingTransactionCD2 --workspace-dir data --target-org tgtOrg
 ```
 
+## `sf insurance import record-updates`
+
+Applies a record-update file emitted by a cml convert command to the target org.
+
+```
+USAGE
+  $ sf insurance import record-updates -o <value> -f <value> [--json] [--flags-dir <value>] [--api-version <value>] [-p]
+  [--dry-run]
+
+FLAGS
+  -f, --file=<value>         (required) Path to the record-update JSON file emitted by a cml convert command.
+  -o, --target-org=<value>   (required) Username or alias of the target org. Not required if the `target-org`
+                             configuration variable is already set.
+  -p, --no-prompt            Don't prompt for confirmation before applying the changes.
+      --api-version=<value>  Override the api version used for api requests made by this command
+      --dry-run              Show the planned changes and exit without writing anything to the org.
+
+GLOBAL FLAGS
+  --flags-dir=<value>  Import flag values from a directory.
+  --json               Format output as json.
+
+DESCRIPTION
+  Applies a record-update file emitted by a cml convert command to the target org.
+
+  Reads a `<cmlApi>_SurchargeUpdate.json` or `<cmlApi>_UnderwritingUpdate.json` file — the reviewable record-update plan
+  emitted by `sf cml convert surcharge-rules` / `sf cml convert underwriting-rules` — and applies its changes to the
+  org. Convert is file-only and never writes to the org; this command is the apply step.
+
+  The file is treated as untrusted input: it is structurally validated, every record is re-read from the org before
+  anything is written, and each record's Name (plus the rule apiName for underwriting rule updates) is cross-checked
+  against the file so an edited id cannot retarget a different record. Records whose org values already match are
+  skipped, which makes re-running the command safe and idempotent.
+
+  Before applying, the command prints every planned field-level change and asks for confirmation. Use --dry-run to
+  review the plan without writing, and --no-prompt to apply without confirmation in automation. Changes are applied in
+  order and are not rolled back, so a mid-apply failure can leave the org partially migrated; re-running is safe because
+  already-applied records are skipped.
+
+  Import the merged CML with `sf cml import as-expression-set` BEFORE applying a surcharge record-update file. The
+  platform regenerates ProductSurcharge.RuleKey when RuleEngineType flips, and this command verifies that regenerated
+  key against the key the CML rule was emitted under. That regeneration also requires the parent Surcharge.Code to be
+  non-null — a surcharge whose parent Surcharge has a null Code cannot be flipped to ConstraintEngine and the org raises
+  a save-hook error.
+
+EXAMPLES
+  Review the planned changes without writing anything:
+
+    $ sf insurance import record-updates --file data/SURCHARGE_CML_SurchargeUpdate.json --target-org myOrg --dry-run
+
+  Apply the changes, confirming the preview interactively:
+
+    $ sf insurance import record-updates --file data/SURCHARGE_CML_SurchargeUpdate.json --target-org myOrg
+
+  Apply the changes without a confirmation prompt, for automation:
+
+    $ sf insurance import record-updates --file data/UW_CML_UnderwritingUpdate.json --target-org myOrg --no-prompt
+```
+
 <!-- commandsstop -->

package/lib/commands/cml/convert/surcharge-rules.d.ts

@@ -41,5 +41,17 @@ export default class CmlConvertSurchargeRules extends InsuranceRuleConvertComman
      * uses them to verify the surcharge will actually fire and to flag ProductCode/ProductPath drift.
      */
     protected buildRecordUpdates(_records: ProductSurchargeRecord[], ruleKeyMapping: RuleKeyEntry[]): RecordUpdate[];
+    /**
+     * Resolves every context tag the surcharge rules reference against the ContextDefinition(s) this
+     * CML model is bound to, so a `Tag` condition can be DECLARED rather than emitted as a bare
+     * undeclared identifier (which makes the solver reject the entire model at deploy).
+     *
+     * Fails closed on every axis. A lookup error, an unbound model, an unresolvable tag or an
+     * ambiguous one all yield no binding, which leaves the rule to the absent-reference gate — the
+     * behaviour that existed before this resolution did. That asymmetry is deliberate: nothing at
+     * deploy validates a context binding, so a wrong one is silent, while a withheld rule is visible
+     * in the skip breakdown and simply stays on the rule engine.
+     */
+    private resolveContextTagBindings;
 }
 export {};

package/lib/commands/cml/convert/surcharge-rules.js

@@ -17,7 +17,8 @@ import { Flags } from '@salesforce/sf-plugins-core';
 import { Messages } from '@salesforce/core';
 import { InsuranceRuleConvertCommand, } from '../../../shared/insurance/insurance-rule-convert-command.js';
 import { decodeHtmlEntities } from '../../../shared/insurance/insurance-rule-generator.js';
-import { buildPathedSurchargeRules, fetchExistingConstraintModel, fetchProductTypeTags, mergeSurchargeRules, splitProductPath, } from '../../../shared/insurance/insurance-cml-merge.js';
+import { buildPathedSurchargeRules, fetchExistingConstraintModel, fetchProductTypeTags, fetchSurchargeCodes, mergeSurchargeRules, splitProductPath, UNCONVERTIBLE_SKIP_PREFIX, } from '../../../shared/insurance/insurance-cml-merge.js';
+import { fetchContextTagBindings } from '../../../shared/insurance/insurance-context-tags.js';
 Messages.importMessagesDirectoryFromMetaUrl(import.meta.url);
 const messages = Messages.loadMessages('@salesforce/plugin-bre-to-cml', 'cml.convert.surcharge-rules');
 // eslint-disable-next-line sf-plugin/only-extend-SfCommand
@@ -78,6 +79,17 @@ export default class CmlConvertSurchargeRules extends InsuranceRuleConvertComman
                 productIds.add(id);
         }
         const productIdToType = await fetchProductTypeTags(conn, productIds);
+        // The platform derives the RuleKey leaf from the parent Surcharge.Code (carried as `surchargeId`
+        // in each RuleDefinition), NOT the rule apiName. Resolve those Codes so the emitted CML rule key
+        // matches the platform-generated ProductSurcharge.RuleKey exactly; otherwise the surcharge
+        // imports cleanly but never fires ("No active rule model found").
+        const surchargeIds = new Set();
+        for (const { ruleDef } of ruleDefs) {
+            if (ruleDef.surchargeId)
+                surchargeIds.add(ruleDef.surchargeId);
+        }
+        const surchargeIdToCode = await fetchSurchargeCodes(conn, surchargeIds);
+        const contextTagBindings = await this.resolveContextTagBindings(conn, ruleDefs, api);
         // Capture the ProductCode path per surcharge so the emitted update file can carry it (same
         // mapping buildPathedSurchargeRules uses for the rule key). Drift here would desync the platform
         // RuleKey, so it is recorded for the apply-time check rather than discarded.
@@ -87,7 +99,12 @@ export default class CmlConvertSurchargeRules extends InsuranceRuleConvertComman
             const codes = splitProductPath(record.ProductPath).map((id) => productIdToCode.get(id) ?? id);
             this.surchargeProductCodes.set(record.Id, codes);
         }
-        const rules = buildPathedSurchargeRules(this.keyPrefix, ruleDefs, productIdToCode, productIdToType);
+        const rules = buildPathedSurchargeRules(this.keyPrefix, ruleDefs, productIdToCode, productIdToType, {
+            surchargeIdToCode,
+            attributeDataTypes: this.attributeDataTypes,
+            contextTagBindings,
+            onSurchargeCodeFallback: (recordName) => this.warn(`Could not resolve Surcharge.Code for ${recordName}; rule key leaf derived from apiName and may not match the platform-generated RuleKey (surcharge may silently not fire)`),
+        });
         rules.forEach((r) => this.log(`  -> ${r.recordName} => ${r.ruleKey} (type: ${r.typeName ?? 'UNRESOLVED'})`));
         const { mergedCml, placements, skips, attributeWarnings } = mergeSurchargeRules(existing.cmlText, rules);
         this.log(`\nMerge summary: ${placements.filter((p) => p.status === 'inserted').length} inserted, ${placements.filter((p) => p.status === 'replaced').length} updated in place, ${skips.length} skipped.`);
@@ -100,14 +117,30 @@ export default class CmlConvertSurchargeRules extends InsuranceRuleConvertComman
         // they're staring at one duplicate or fifty missing-type-tag rules. Buckets match the merge
         // module's skip-reason vocabulary; anything that doesn't match a known reason falls into "other".
         if (skips.length > 0) {
-            const counts = { duplicate: 0, emptyPath: 0, noTypeTag: 0, typeBlockMissing: 0, typeBlockAmbiguous: 0, other: 0 };
+            const counts = {
+                duplicate: 0,
+                emptyPath: 0,
+                noTypeTag: 0,
+                typeBlockMissing: 0,
+                typeBlockAmbiguous: 0,
+                unconvertible: 0,
+                undeclaredAttribute: 0,
+                misplaced: 0,
+                other: 0,
+            };
             for (const s of skips) {
-                if (s.reason.startsWith('duplicate pathed rule key'))
+                if (s.reason.startsWith(UNCONVERTIBLE_SKIP_PREFIX))
+                    counts.unconvertible += 1;
+                else if (s.reason.startsWith('duplicate pathed rule key'))
                     counts.duplicate += 1;
                 else if (s.reason.startsWith('empty ProductPath'))
                     counts.emptyPath += 1;
                 else if (s.reason.startsWith('no CML type tag'))
                     counts.noTypeTag += 1;
+                else if (s.reason.startsWith('undeclared attribute'))
+                    counts.undeclaredAttribute += 1;
+                else if (s.reason.startsWith('misplaced statement'))
+                    counts.misplaced += 1;
                 else if (s.reason.includes('not found in existing model'))
                     counts.typeBlockMissing += 1;
                 else if (s.reason.includes('is ambiguous'))
@@ -117,7 +150,9 @@ export default class CmlConvertSurchargeRules extends InsuranceRuleConvertComman
             }
             this.log(`Skip breakdown: ${counts.duplicate} duplicate-key, ${counts.emptyPath} empty-ProductPath, ` +
                 `${counts.noTypeTag} no-type-tag, ${counts.typeBlockMissing} type-block-missing, ` +
-                `${counts.typeBlockAmbiguous} type-block-ambiguous, ${counts.other} other`);
+                `${counts.typeBlockAmbiguous} type-block-ambiguous, ${counts.unconvertible} unconvertible, ` +
+                `${counts.undeclaredAttribute} undeclared-attribute, ${counts.misplaced} misplaced-statement, ` +
+                `${counts.other} other`);
         }
         const ruleKeyMapping = placements.map((p) => ({
             recordId: p.rule.recordId,
@@ -163,5 +198,44 @@ export default class CmlConvertSurchargeRules extends InsuranceRuleConvertComman
             productCodes: this.surchargeProductCodes.get(m.recordId),
         }));
     }
+    /**
+     * Resolves every context tag the surcharge rules reference against the ContextDefinition(s) this
+     * CML model is bound to, so a `Tag` condition can be DECLARED rather than emitted as a bare
+     * undeclared identifier (which makes the solver reject the entire model at deploy).
+     *
+     * Fails closed on every axis. A lookup error, an unbound model, an unresolvable tag or an
+     * ambiguous one all yield no binding, which leaves the rule to the absent-reference gate — the
+     * behaviour that existed before this resolution did. That asymmetry is deliberate: nothing at
+     * deploy validates a context binding, so a wrong one is silent, while a withheld rule is visible
+     * in the skip breakdown and simply stays on the rule engine.
+     */
+    async resolveContextTagBindings(conn, ruleDefs, api) {
+        const tagNames = new Set();
+        for (const { ruleDef } of ruleDefs) {
+            for (const criteria of ruleDef.ruleCriteria ?? []) {
+                for (const condition of criteria.conditions ?? []) {
+                    // Only a Tag condition (no attributeId) is a context reference. An Attribute condition
+                    // names a product attribute and is never auto-declared.
+                    if (!condition.attributeId && condition.contextTagName)
+                        tagNames.add(condition.contextTagName);
+                }
+            }
+        }
+        if (tagNames.size === 0)
+            return new Map();
+        try {
+            const bindings = await fetchContextTagBindings(conn, api, tagNames);
+            for (const tag of tagNames) {
+                if (bindings.has(tag))
+                    continue;
+                this.warn(`Could not resolve context tag '${tag}' against the context definition bound to '${api}'; any rule referencing it will be withheld rather than emitted as an undeclared reference`);
+            }
+            return bindings;
+        }
+        catch (err) {
+            this.warn(`Could not resolve context tags (${err instanceof Error ? err.message : String(err)}); rules referencing a context tag will be withheld`);
+            return new Map();
+        }
+    }
 }
 //# sourceMappingURL=surcharge-rules.js.map

package/lib/commands/cml/convert/surcharge-rules.js.map

@@ -1 +1 @@
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package/lib/commands/cml/convert/underwriting-rules.d.ts

@@ -29,6 +29,8 @@ export default class CmlConvertUnderwritingRules extends InsuranceRuleConvertCom
     protected readonly apiNamePrefix = "UW_";
     protected readonly soql = "SELECT Id, Name, ApiName, DynamicRuleDefinition, ProductPath, RuleKey, UnderwritingRuleGroupId, UnderwritingRuleGroup.Name FROM UnderwritingRule WHERE RuleKey = null";
     protected readonly recordUpdateKind: "underwriting-update";
+    /** Merge-skip reason per UnderwritingRule id, populated by {@link runMergeConvert}. */
+    private skipReasonByRecordId;
     run(): Promise<CmlConvertUnderwritingRulesResult>;
     /**
      * Merge mode: read the org's existing ConstraintModel, compute each underwriting rule's pathed
@@ -43,11 +45,48 @@ export default class CmlConvertUnderwritingRules extends InsuranceRuleConvertCom
      * Pure transform — the file-only successor to the old live updateOrgRecords. Produces the exact
      * org-record changes convert previously applied: (1) each UnderwritingRuleGroup flipped to
      * RuleEngineType=ConstraintEngine, then (2) each BRE UnderwritingRule's DynamicRuleDefinition blob
-     * rewritten with the converted ruleKey (and the nested underwritingRuleGroup.ruleEngineType, when
-     * present). Groups are emitted first so a faithful apply mirrors the original ordering. The blob
+     * rewritten with the converted ruleKey (and, only when this plan also flips that rule's group, the
+     * nested underwritingRuleGroup.ruleEngineType). Groups are emitted first so a faithful apply
+     * mirrors the original ordering, and so step (2) can read back which groups step (1) flipped. The blob
      * rewrite uses a RAW JSON.parse of the org's stored value (NOT decodeHtmlEntities) — byte-for-byte
      * the same mutation the live path performed.
+     *
+     * `ruleKeyMapping` is the authoritative "landed in the CML" set: runMergeConvert builds it from
+     * the merge's `placements` (inserted + replaced) only, so every skipped rule is absent from it.
      */
     protected buildRecordUpdates(records: UnderwritingRuleRecord[], ruleKeyMapping: RuleKeyEntry[]): RecordUpdate[];
+    /**
+     * The withheld-flip warning for a partially-migrated group. This message is the only thing the
+     * operator has to act on, so it has to name a remedy rather than a symptom:
+     *
+     * The reason it most often quotes, `no CML type tag found for the leaf product of X`, names a
+     * symptom. `fetchProductTypeTags` reads that tag from ExpressionSetConstraintObj rows with
+     * ConstraintModelTagType='Type', so the remedy is to add the row binding that leaf Product2 to a
+     * type block — stated here rather than left to be reverse-engineered out of the merge internals.
+     *
+     * And "fix it and re-run" is the wrong instruction when the leaf product is not in the org's
+     * Product2 at all: nothing can bind a type tag to a product that is not there, so the group stays
+     * withheld however many times it is re-run. Convert already warned about exactly those ids while
+     * resolving product codes, so that case is separated out instead of folded into "fix and re-run".
+     */
+    private partialGroupWarning;
+    /**
+     * Step (2) of the plan: rewrite each placed BRE rule's DynamicRuleDefinition blob. Uses a RAW
+     * JSON.parse of the org's stored value (NOT decodeHtmlEntities) and re-stringifies — byte-for-byte
+     * the same mutation the old live code path performed; the document is never reformatted or re-keyed.
+     *
+     * The nested `underwritingRuleGroup.ruleEngineType` is stamped ONLY when this same plan also flips
+     * that rule's group record. Setting it unconditionally left the plan internally inconsistent
+     * whenever a flip was withheld: the applied blob asserted ConstraintEngine while the group record
+     * it belongs to still carried its old RuleEngineType, and nothing in the apply preview surfaces
+     * the disagreement. Whether the platform READS the nested copy is not established — the sibling
+     * `underwritingRuleGroupId` is null in every stored blob and appears not to be maintained by the
+     * platform — so this is a consistency fix, not a known runtime failure. When the group is not
+     * flipped the nested value is left exactly as the org stored it: not deleted, not substituted.
+     *
+     * The `ruleKey` rewrite happens either way — it is what the placed constraint needs, and the
+     * reason the record update is still emitted for a withheld group's placed rules at all.
+     */
+    private buildBlobRewrites;
 }
 export {};