sf-intelligence 0.1.11 → 0.1.13
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/LICENSE +20 -13
- package/demo-source/main/default/approvalProcesses/Project__c.Discount_Approval.approvalProcess-meta.xml +31 -0
- package/demo-source/main/default/classes/IncentiveBatch.cls +54 -0
- package/demo-source/main/default/classes/IncentiveBatch.cls-meta.xml +5 -0
- package/demo-source/main/default/classes/PaymentService.cls +44 -0
- package/demo-source/main/default/classes/PaymentService.cls-meta.xml +5 -0
- package/demo-source/main/default/classes/PaymentServiceTest.cls +57 -0
- package/demo-source/main/default/classes/PaymentServiceTest.cls-meta.xml +5 -0
- package/demo-source/main/default/classes/ProjectTriggerHandler.cls +60 -0
- package/demo-source/main/default/classes/ProjectTriggerHandler.cls-meta.xml +5 -0
- package/demo-source/main/default/classes/ProjectTriggerHandlerTest.cls +80 -0
- package/demo-source/main/default/classes/ProjectTriggerHandlerTest.cls-meta.xml +5 -0
- package/demo-source/main/default/flows/Installation_On_Complete.flow-meta.xml +72 -0
- package/demo-source/main/default/flows/Project_On_Approve.flow-meta.xml +48 -0
- package/demo-source/main/default/groups/Finance_Group.group-meta.xml +7 -0
- package/demo-source/main/default/groups/Ops_Group.group-meta.xml +7 -0
- package/demo-source/main/default/layouts/Installation__c-Installation Layout.layout-meta.xml +43 -0
- package/demo-source/main/default/layouts/Project__c-Residential Layout.layout-meta.xml +78 -0
- package/demo-source/main/default/objects/Battery__c/Battery__c.object-meta.xml +12 -0
- package/demo-source/main/default/objects/Battery__c/fields/Capacity_kWh__c.field-meta.xml +9 -0
- package/demo-source/main/default/objects/Battery__c/fields/Manufacturer__c.field-meta.xml +21 -0
- package/demo-source/main/default/objects/Battery__c/fields/Unit_Cost__c.field-meta.xml +9 -0
- package/demo-source/main/default/objects/Equipment_Allocation__c/Equipment_Allocation__c.object-meta.xml +13 -0
- package/demo-source/main/default/objects/Equipment_Allocation__c/fields/Battery__c.field-meta.xml +10 -0
- package/demo-source/main/default/objects/Equipment_Allocation__c/fields/Line_Total__c.field-meta.xml +10 -0
- package/demo-source/main/default/objects/Equipment_Allocation__c/fields/Project__c.field-meta.xml +14 -0
- package/demo-source/main/default/objects/Equipment_Allocation__c/fields/Quantity__c.field-meta.xml +9 -0
- package/demo-source/main/default/objects/Equipment_Allocation__c/fields/Solar_Panel__c.field-meta.xml +10 -0
- package/demo-source/main/default/objects/Incentive__c/Incentive__c.object-meta.xml +12 -0
- package/demo-source/main/default/objects/Incentive__c/fields/Amount__c.field-meta.xml +9 -0
- package/demo-source/main/default/objects/Incentive__c/fields/Approved__c.field-meta.xml +7 -0
- package/demo-source/main/default/objects/Incentive__c/fields/Project__c.field-meta.xml +10 -0
- package/demo-source/main/default/objects/Incentive__c/fields/Type__c.field-meta.xml +26 -0
- package/demo-source/main/default/objects/Installation__c/Installation__c.object-meta.xml +12 -0
- package/demo-source/main/default/objects/Installation__c/fields/Crew_Lead__c.field-meta.xml +10 -0
- package/demo-source/main/default/objects/Installation__c/fields/Install_Date__c.field-meta.xml +7 -0
- package/demo-source/main/default/objects/Installation__c/fields/Panels_Installed__c.field-meta.xml +9 -0
- package/demo-source/main/default/objects/Installation__c/fields/Project__c.field-meta.xml +10 -0
- package/demo-source/main/default/objects/Installation__c/fields/Status__c.field-meta.xml +31 -0
- package/demo-source/main/default/objects/Invoice__c/Invoice__c.object-meta.xml +17 -0
- package/demo-source/main/default/objects/Invoice__c/fields/Amount__c.field-meta.xml +12 -0
- package/demo-source/main/default/objects/Invoice__c/fields/Balance__c.field-meta.xml +14 -0
- package/demo-source/main/default/objects/Invoice__c/fields/Due_Date__c.field-meta.xml +10 -0
- package/demo-source/main/default/objects/Invoice__c/fields/Project__c.field-meta.xml +14 -0
- package/demo-source/main/default/objects/Invoice__c/fields/Status__c.field-meta.xml +36 -0
- package/demo-source/main/default/objects/Invoice__c/fields/Total_Paid__c.field-meta.xml +12 -0
- package/demo-source/main/default/objects/Payment__c/Payment__c.object-meta.xml +17 -0
- package/demo-source/main/default/objects/Payment__c/fields/Amount__c.field-meta.xml +12 -0
- package/demo-source/main/default/objects/Payment__c/fields/Invoice__c.field-meta.xml +14 -0
- package/demo-source/main/default/objects/Payment__c/fields/Method__c.field-meta.xml +36 -0
- package/demo-source/main/default/objects/Payment__c/fields/Payment_Date__c.field-meta.xml +10 -0
- package/demo-source/main/default/objects/Payment__c/validationRules/Amount_Positive.validationRule-meta.xml +9 -0
- package/demo-source/main/default/objects/Permit__c/Permit__c.object-meta.xml +12 -0
- package/demo-source/main/default/objects/Permit__c/fields/Approved_Date__c.field-meta.xml +7 -0
- package/demo-source/main/default/objects/Permit__c/fields/Jurisdiction__c.field-meta.xml +8 -0
- package/demo-source/main/default/objects/Permit__c/fields/Project__c.field-meta.xml +10 -0
- package/demo-source/main/default/objects/Permit__c/fields/Status__c.field-meta.xml +26 -0
- package/demo-source/main/default/objects/Permit__c/fields/Submitted_Date__c.field-meta.xml +7 -0
- package/demo-source/main/default/objects/Permit__c/validationRules/Approved_Needs_Date.validationRule-meta.xml +9 -0
- package/demo-source/main/default/objects/Project__c/Project__c.object-meta.xml +12 -0
- package/demo-source/main/default/objects/Project__c/fields/Account__c.field-meta.xml +10 -0
- package/demo-source/main/default/objects/Project__c/fields/Contract_Value__c.field-meta.xml +9 -0
- package/demo-source/main/default/objects/Project__c/fields/Expected_Completion__c.field-meta.xml +7 -0
- package/demo-source/main/default/objects/Project__c/fields/Is_Complete__c.field-meta.xml +8 -0
- package/demo-source/main/default/objects/Project__c/fields/Margin_Percent__c.field-meta.xml +10 -0
- package/demo-source/main/default/objects/Project__c/fields/Opportunity__c.field-meta.xml +10 -0
- package/demo-source/main/default/objects/Project__c/fields/Permit_Approved__c.field-meta.xml +7 -0
- package/demo-source/main/default/objects/Project__c/fields/Risk_Score__c.field-meta.xml +9 -0
- package/demo-source/main/default/objects/Project__c/fields/Status__c.field-meta.xml +41 -0
- package/demo-source/main/default/objects/Project__c/fields/System_Size_kW__c.field-meta.xml +9 -0
- package/demo-source/main/default/objects/Project__c/fields/Total_Invoiced__c.field-meta.xml +9 -0
- package/demo-source/main/default/objects/Project__c/recordTypes/Commercial.recordType-meta.xml +6 -0
- package/demo-source/main/default/objects/Project__c/recordTypes/Residential.recordType-meta.xml +6 -0
- package/demo-source/main/default/objects/Project__c/validationRules/Complete_Requires_Permit.validationRule-meta.xml +9 -0
- package/demo-source/main/default/objects/SBQQ__ProductRule__c/SBQQ__ProductRule__c.object-meta.xml +16 -0
- package/demo-source/main/default/objects/SBQQ__ProductRule__c/fields/SBQQ__ErrorMessage__c.field-meta.xml +12 -0
- package/demo-source/main/default/objects/SBQQ__ProductRule__c/fields/SBQQ__Type__c.field-meta.xml +12 -0
- package/demo-source/main/default/objects/Service_Visit__c/Service_Visit__c.object-meta.xml +17 -0
- package/demo-source/main/default/objects/Service_Visit__c/fields/Installation__c.field-meta.xml +13 -0
- package/demo-source/main/default/objects/Service_Visit__c/fields/Reason__c.field-meta.xml +36 -0
- package/demo-source/main/default/objects/Service_Visit__c/fields/Resolved__c.field-meta.xml +10 -0
- package/demo-source/main/default/objects/Service_Visit__c/fields/Technician__c.field-meta.xml +13 -0
- package/demo-source/main/default/objects/Service_Visit__c/fields/Visit_Date__c.field-meta.xml +10 -0
- package/demo-source/main/default/objects/Site_Survey__c/Site_Survey__c.object-meta.xml +12 -0
- package/demo-source/main/default/objects/Site_Survey__c/fields/Project__c.field-meta.xml +10 -0
- package/demo-source/main/default/objects/Site_Survey__c/fields/Roof_Type__c.field-meta.xml +31 -0
- package/demo-source/main/default/objects/Site_Survey__c/fields/Shading_Factor__c.field-meta.xml +9 -0
- package/demo-source/main/default/objects/Site_Survey__c/fields/Survey_Date__c.field-meta.xml +7 -0
- package/demo-source/main/default/objects/Site_Survey__c/fields/Surveyor__c.field-meta.xml +10 -0
- package/demo-source/main/default/objects/Solar_Panel__c/Solar_Panel__c.object-meta.xml +12 -0
- package/demo-source/main/default/objects/Solar_Panel__c/fields/Active__c.field-meta.xml +7 -0
- package/demo-source/main/default/objects/Solar_Panel__c/fields/Manufacturer__c.field-meta.xml +26 -0
- package/demo-source/main/default/objects/Solar_Panel__c/fields/Unit_Cost__c.field-meta.xml +9 -0
- package/demo-source/main/default/objects/Solar_Panel__c/fields/Wattage__c.field-meta.xml +9 -0
- package/demo-source/main/default/objects/Warranty_Claim__c/Warranty_Claim__c.object-meta.xml +17 -0
- package/demo-source/main/default/objects/Warranty_Claim__c/fields/Claim_Date__c.field-meta.xml +10 -0
- package/demo-source/main/default/objects/Warranty_Claim__c/fields/Installation__c.field-meta.xml +13 -0
- package/demo-source/main/default/objects/Warranty_Claim__c/fields/Issue__c.field-meta.xml +12 -0
- package/demo-source/main/default/objects/Warranty_Claim__c/fields/Status__c.field-meta.xml +36 -0
- package/demo-source/main/default/omniDataTransforms/Quote_To_Project_Map_1.rpt-meta.xml +83 -0
- package/demo-source/main/default/omniIntegrationProcedures/Project_Provision_1.oip-meta.xml +87 -0
- package/demo-source/main/default/omniScripts/Customer_Intake_English_1.os-meta.xml +69 -0
- package/demo-source/main/default/permissionsets/Finance_Team.permissionset-meta.xml +77 -0
- package/demo-source/main/default/permissionsets/Project_Manager.permissionset-meta.xml +88 -0
- package/demo-source/main/default/profiles/Verdant_Installer.profile-meta.xml +193 -0
- package/demo-source/main/default/profiles/Verdant_Read_Only.profile-meta.xml +263 -0
- package/demo-source/main/default/profiles/Verdant_Sales_Rep.profile-meta.xml +194 -0
- package/demo-source/main/default/queues/Permit_Review_Queue.queue-meta.xml +9 -0
- package/demo-source/main/default/queues/Warranty_Queue.queue-meta.xml +9 -0
- package/demo-source/main/default/roles/Installer.role-meta.xml +10 -0
- package/demo-source/main/default/roles/Ops_Director.role-meta.xml +9 -0
- package/demo-source/main/default/roles/Ops_Manager.role-meta.xml +10 -0
- package/demo-source/main/default/roles/Sales_Manager.role-meta.xml +10 -0
- package/demo-source/main/default/roles/Sales_Rep.role-meta.xml +10 -0
- package/demo-source/main/default/roles/Sales_VP.role-meta.xml +9 -0
- package/demo-source/main/default/sharingRules/Invoice__c.sharingRules-meta.xml +17 -0
- package/demo-source/main/default/sharingRules/Project__c.sharingRules-meta.xml +17 -0
- package/demo-source/main/default/triggers/ProjectTrigger.trigger +8 -0
- package/demo-source/main/default/triggers/ProjectTrigger.trigger-meta.xml +5 -0
- package/demo-source/main/default/workflows/Opportunity.workflow-meta.xml +24 -0
- package/dist/index.js +900 -475
- package/package.json +25 -6
- package/server.json +32 -0
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<?xml version="1.0" encoding="UTF-8"?>
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<Layout xmlns="http://soap.sforce.com/2006/04/metadata">
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<layoutSections>
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<customLabel>false</customLabel>
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<detailHeading>false</detailHeading>
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<editHeading>true</editHeading>
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<label>Information</label>
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<layoutColumns>
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<layoutItems>
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<behavior>Required</behavior>
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<field>Name</field>
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</layoutItems>
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<layoutItems>
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<behavior>Edit</behavior>
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<field>Account__c</field>
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</layoutItems>
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<layoutItems>
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<behavior>Edit</behavior>
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<field>Opportunity__c</field>
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</layoutItems>
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<layoutItems>
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<behavior>Edit</behavior>
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<field>Status__c</field>
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</layoutItems>
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</layoutColumns>
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<layoutColumns>
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<layoutItems>
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<behavior>Edit</behavior>
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<field>System_Size_kW__c</field>
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</layoutItems>
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<layoutItems>
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<behavior>Edit</behavior>
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<field>Contract_Value__c</field>
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</layoutItems>
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<layoutItems>
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<behavior>Edit</behavior>
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<field>Expected_Completion__c</field>
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</layoutItems>
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<layoutItems>
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<behavior>Edit</behavior>
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<field>Permit_Approved__c</field>
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</layoutItems>
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</layoutColumns>
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<style>TwoColumnsTopToBottom</style>
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</layoutSections>
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<layoutSections>
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<customLabel>false</customLabel>
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<detailHeading>false</detailHeading>
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<editHeading>true</editHeading>
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<label>Financials</label>
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<layoutColumns>
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<layoutItems>
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<behavior>Readonly</behavior>
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<field>Total_Invoiced__c</field>
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</layoutItems>
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<layoutItems>
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<behavior>Readonly</behavior>
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<field>Margin_Percent__c</field>
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</layoutItems>
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</layoutColumns>
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<layoutColumns>
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<layoutItems>
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<behavior>Readonly</behavior>
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<field>Is_Complete__c</field>
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</layoutItems>
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<layoutItems>
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<behavior>Edit</behavior>
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<field>Risk_Score__c</field>
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</layoutItems>
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</layoutColumns>
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<style>TwoColumnsTopToBottom</style>
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</layoutSections>
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<showEmailCheckbox>false</showEmailCheckbox>
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<showHighlightsPanel>true</showHighlightsPanel>
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<showInteractionLogPanel>false</showInteractionLogPanel>
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<showRunAssignmentRulesCheckbox>false</showRunAssignmentRulesCheckbox>
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<showSubmitAndAttachButton>false</showSubmitAndAttachButton>
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</Layout>
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<?xml version="1.0" encoding="UTF-8"?>
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<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
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<deploymentStatus>Deployed</deploymentStatus>
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<label>Battery</label>
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<pluralLabel>Batteries</pluralLabel>
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<nameField>
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<label>Battery Name</label>
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<type>Text</type>
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</nameField>
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<sharingModel>ReadWrite</sharingModel>
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<visibility>Public</visibility>
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</CustomObject>
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<?xml version="1.0" encoding="UTF-8"?>
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<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
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<fullName>Capacity_kWh__c</fullName>
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<label>Capacity (kWh)</label>
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<type>Number</type>
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<precision>5</precision>
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<scale>1</scale>
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<required>false</required>
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</CustomField>
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<?xml version="1.0" encoding="UTF-8"?>
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<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
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<fullName>Manufacturer__c</fullName>
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<label>Manufacturer</label>
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<type>Picklist</type>
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<valueSet>
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<valueSetDefinition>
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<sorted>false</sorted>
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<value>
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<fullName>PowerCell</fullName>
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<default>true</default>
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<label>PowerCell</label>
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</value>
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<value>
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<fullName>EnerStore</fullName>
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<default>false</default>
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<label>EnerStore</label>
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</value>
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</valueSetDefinition>
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</valueSet>
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</CustomField>
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<?xml version="1.0" encoding="UTF-8"?>
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<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
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<fullName>Unit_Cost__c</fullName>
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<label>Unit Cost</label>
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<type>Currency</type>
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<precision>8</precision>
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<scale>2</scale>
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<required>false</required>
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</CustomField>
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<?xml version="1.0" encoding="UTF-8"?>
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<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
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<deploymentStatus>Deployed</deploymentStatus>
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<label>Equipment Allocation</label>
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<pluralLabel>Equipment Allocations</pluralLabel>
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<nameField>
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<label>Equipment Allocation Name</label>
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<type>AutoNumber</type>
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<displayFormat>EA-{00000}</displayFormat>
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</nameField>
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<sharingModel>ControlledByParent</sharingModel>
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<visibility>Public</visibility>
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</CustomObject>
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package/demo-source/main/default/objects/Equipment_Allocation__c/fields/Battery__c.field-meta.xml
ADDED
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<?xml version="1.0" encoding="UTF-8"?>
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<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
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<fullName>Battery__c</fullName>
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<label>Battery</label>
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<type>Lookup</type>
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|
+
<referenceTo>Battery__c</referenceTo>
|
|
7
|
+
<relationshipLabel>Equipment Allocations</relationshipLabel>
|
|
8
|
+
<relationshipName>Equipment_Allocations</relationshipName>
|
|
9
|
+
<required>false</required>
|
|
10
|
+
</CustomField>
|
package/demo-source/main/default/objects/Equipment_Allocation__c/fields/Line_Total__c.field-meta.xml
ADDED
|
@@ -0,0 +1,10 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<fullName>Line_Total__c</fullName>
|
|
4
|
+
<label>Line Total</label>
|
|
5
|
+
<type>Currency</type>
|
|
6
|
+
<precision>16</precision>
|
|
7
|
+
<scale>2</scale>
|
|
8
|
+
<formula>Quantity__c * Solar_Panel__r.Unit_Cost__c</formula>
|
|
9
|
+
<formulaTreatBlanksAs>BlankAsZero</formulaTreatBlanksAs>
|
|
10
|
+
</CustomField>
|
package/demo-source/main/default/objects/Equipment_Allocation__c/fields/Project__c.field-meta.xml
ADDED
|
@@ -0,0 +1,14 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<fullName>Project__c</fullName>
|
|
4
|
+
<label>Project</label>
|
|
5
|
+
<referenceTo>Project__c</referenceTo>
|
|
6
|
+
<relationshipLabel>Equipment Allocations</relationshipLabel>
|
|
7
|
+
<relationshipName>Equipment_Allocations</relationshipName>
|
|
8
|
+
<relationshipOrder>0</relationshipOrder>
|
|
9
|
+
<reparentableMasterDetail>false</reparentableMasterDetail>
|
|
10
|
+
<trackHistory>false</trackHistory>
|
|
11
|
+
<trackTrending>false</trackTrending>
|
|
12
|
+
<type>MasterDetail</type>
|
|
13
|
+
<writeRequiresMasterRead>false</writeRequiresMasterRead>
|
|
14
|
+
</CustomField>
|
package/demo-source/main/default/objects/Equipment_Allocation__c/fields/Quantity__c.field-meta.xml
ADDED
|
@@ -0,0 +1,9 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<fullName>Quantity__c</fullName>
|
|
4
|
+
<label>Quantity</label>
|
|
5
|
+
<type>Number</type>
|
|
6
|
+
<precision>4</precision>
|
|
7
|
+
<scale>0</scale>
|
|
8
|
+
<required>false</required>
|
|
9
|
+
</CustomField>
|
|
@@ -0,0 +1,10 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<fullName>Solar_Panel__c</fullName>
|
|
4
|
+
<label>Solar Panel</label>
|
|
5
|
+
<type>Lookup</type>
|
|
6
|
+
<referenceTo>Solar_Panel__c</referenceTo>
|
|
7
|
+
<relationshipLabel>Equipment Allocations</relationshipLabel>
|
|
8
|
+
<relationshipName>Equipment_Allocations</relationshipName>
|
|
9
|
+
<required>false</required>
|
|
10
|
+
</CustomField>
|
|
@@ -0,0 +1,12 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<deploymentStatus>Deployed</deploymentStatus>
|
|
4
|
+
<label>Incentive</label>
|
|
5
|
+
<pluralLabel>Incentives</pluralLabel>
|
|
6
|
+
<nameField>
|
|
7
|
+
<label>Incentive Name</label>
|
|
8
|
+
<type>Text</type>
|
|
9
|
+
</nameField>
|
|
10
|
+
<sharingModel>Private</sharingModel>
|
|
11
|
+
<visibility>Public</visibility>
|
|
12
|
+
</CustomObject>
|
|
@@ -0,0 +1,9 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<fullName>Amount__c</fullName>
|
|
4
|
+
<label>Amount</label>
|
|
5
|
+
<type>Currency</type>
|
|
6
|
+
<precision>10</precision>
|
|
7
|
+
<scale>2</scale>
|
|
8
|
+
<required>false</required>
|
|
9
|
+
</CustomField>
|
|
@@ -0,0 +1,10 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<fullName>Project__c</fullName>
|
|
4
|
+
<label>Project</label>
|
|
5
|
+
<type>Lookup</type>
|
|
6
|
+
<referenceTo>Project__c</referenceTo>
|
|
7
|
+
<relationshipLabel>Incentives</relationshipLabel>
|
|
8
|
+
<relationshipName>Incentives</relationshipName>
|
|
9
|
+
<required>false</required>
|
|
10
|
+
</CustomField>
|
|
@@ -0,0 +1,26 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<fullName>Type__c</fullName>
|
|
4
|
+
<label>Type</label>
|
|
5
|
+
<type>Picklist</type>
|
|
6
|
+
<valueSet>
|
|
7
|
+
<valueSetDefinition>
|
|
8
|
+
<sorted>false</sorted>
|
|
9
|
+
<value>
|
|
10
|
+
<fullName>Federal_Tax_Credit</fullName>
|
|
11
|
+
<default>true</default>
|
|
12
|
+
<label>Federal Tax Credit</label>
|
|
13
|
+
</value>
|
|
14
|
+
<value>
|
|
15
|
+
<fullName>State_Rebate</fullName>
|
|
16
|
+
<default>false</default>
|
|
17
|
+
<label>State Rebate</label>
|
|
18
|
+
</value>
|
|
19
|
+
<value>
|
|
20
|
+
<fullName>Utility_Rebate</fullName>
|
|
21
|
+
<default>false</default>
|
|
22
|
+
<label>Utility Rebate</label>
|
|
23
|
+
</value>
|
|
24
|
+
</valueSetDefinition>
|
|
25
|
+
</valueSet>
|
|
26
|
+
</CustomField>
|
|
@@ -0,0 +1,12 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<deploymentStatus>Deployed</deploymentStatus>
|
|
4
|
+
<label>Installation</label>
|
|
5
|
+
<pluralLabel>Installations</pluralLabel>
|
|
6
|
+
<nameField>
|
|
7
|
+
<label>Installation Name</label>
|
|
8
|
+
<type>Text</type>
|
|
9
|
+
</nameField>
|
|
10
|
+
<sharingModel>Private</sharingModel>
|
|
11
|
+
<visibility>Public</visibility>
|
|
12
|
+
</CustomObject>
|
|
@@ -0,0 +1,10 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<fullName>Crew_Lead__c</fullName>
|
|
4
|
+
<label>Crew Lead</label>
|
|
5
|
+
<type>Lookup</type>
|
|
6
|
+
<referenceTo>User</referenceTo>
|
|
7
|
+
<relationshipLabel>Installations</relationshipLabel>
|
|
8
|
+
<relationshipName>Installations</relationshipName>
|
|
9
|
+
<required>false</required>
|
|
10
|
+
</CustomField>
|
package/demo-source/main/default/objects/Installation__c/fields/Panels_Installed__c.field-meta.xml
ADDED
|
@@ -0,0 +1,9 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<fullName>Panels_Installed__c</fullName>
|
|
4
|
+
<label>Panels Installed</label>
|
|
5
|
+
<type>Number</type>
|
|
6
|
+
<precision>4</precision>
|
|
7
|
+
<scale>0</scale>
|
|
8
|
+
<required>false</required>
|
|
9
|
+
</CustomField>
|
|
@@ -0,0 +1,10 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<fullName>Project__c</fullName>
|
|
4
|
+
<label>Project</label>
|
|
5
|
+
<type>Lookup</type>
|
|
6
|
+
<referenceTo>Project__c</referenceTo>
|
|
7
|
+
<relationshipLabel>Installations</relationshipLabel>
|
|
8
|
+
<relationshipName>Installations</relationshipName>
|
|
9
|
+
<required>false</required>
|
|
10
|
+
</CustomField>
|
|
@@ -0,0 +1,31 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<fullName>Status__c</fullName>
|
|
4
|
+
<label>Status</label>
|
|
5
|
+
<type>Picklist</type>
|
|
6
|
+
<valueSet>
|
|
7
|
+
<valueSetDefinition>
|
|
8
|
+
<sorted>false</sorted>
|
|
9
|
+
<value>
|
|
10
|
+
<fullName>Scheduled</fullName>
|
|
11
|
+
<default>true</default>
|
|
12
|
+
<label>Scheduled</label>
|
|
13
|
+
</value>
|
|
14
|
+
<value>
|
|
15
|
+
<fullName>InProgress</fullName>
|
|
16
|
+
<default>false</default>
|
|
17
|
+
<label>InProgress</label>
|
|
18
|
+
</value>
|
|
19
|
+
<value>
|
|
20
|
+
<fullName>Completed</fullName>
|
|
21
|
+
<default>false</default>
|
|
22
|
+
<label>Completed</label>
|
|
23
|
+
</value>
|
|
24
|
+
<value>
|
|
25
|
+
<fullName>Failed</fullName>
|
|
26
|
+
<default>false</default>
|
|
27
|
+
<label>Failed</label>
|
|
28
|
+
</value>
|
|
29
|
+
</valueSetDefinition>
|
|
30
|
+
</valueSet>
|
|
31
|
+
</CustomField>
|
|
@@ -0,0 +1,17 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<deploymentStatus>Deployed</deploymentStatus>
|
|
4
|
+
<description>An invoice billed against a Project for solar installation work. Child of Project via master-detail.</description>
|
|
5
|
+
<enableActivities>true</enableActivities>
|
|
6
|
+
<enableHistory>true</enableHistory>
|
|
7
|
+
<enableReports>true</enableReports>
|
|
8
|
+
<label>Invoice</label>
|
|
9
|
+
<nameField>
|
|
10
|
+
<displayFormat>INV-{00000}</displayFormat>
|
|
11
|
+
<label>Invoice Number</label>
|
|
12
|
+
<type>AutoNumber</type>
|
|
13
|
+
</nameField>
|
|
14
|
+
<pluralLabel>Invoices</pluralLabel>
|
|
15
|
+
<sharingModel>ControlledByParent</sharingModel>
|
|
16
|
+
<visibility>Public</visibility>
|
|
17
|
+
</CustomObject>
|
|
@@ -0,0 +1,12 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<fullName>Amount__c</fullName>
|
|
4
|
+
<description>Total amount billed on this invoice before payments are applied.</description>
|
|
5
|
+
<label>Amount</label>
|
|
6
|
+
<precision>12</precision>
|
|
7
|
+
<required>true</required>
|
|
8
|
+
<scale>2</scale>
|
|
9
|
+
<trackHistory>false</trackHistory>
|
|
10
|
+
<trackTrending>false</trackTrending>
|
|
11
|
+
<type>Currency</type>
|
|
12
|
+
</CustomField>
|
|
@@ -0,0 +1,14 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<fullName>Balance__c</fullName>
|
|
4
|
+
<description>Outstanding balance on the invoice: amount billed minus total payments applied.</description>
|
|
5
|
+
<formula>Amount__c - Total_Paid__c</formula>
|
|
6
|
+
<formulaTreatBlanksAs>BlankAsZero</formulaTreatBlanksAs>
|
|
7
|
+
<label>Balance</label>
|
|
8
|
+
<precision>12</precision>
|
|
9
|
+
<required>false</required>
|
|
10
|
+
<scale>2</scale>
|
|
11
|
+
<trackHistory>false</trackHistory>
|
|
12
|
+
<trackTrending>false</trackTrending>
|
|
13
|
+
<type>Currency</type>
|
|
14
|
+
</CustomField>
|
|
@@ -0,0 +1,10 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<fullName>Due_Date__c</fullName>
|
|
4
|
+
<description>Date by which the invoice balance is due.</description>
|
|
5
|
+
<label>Due Date</label>
|
|
6
|
+
<required>false</required>
|
|
7
|
+
<trackHistory>false</trackHistory>
|
|
8
|
+
<trackTrending>false</trackTrending>
|
|
9
|
+
<type>Date</type>
|
|
10
|
+
</CustomField>
|
|
@@ -0,0 +1,14 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<fullName>Project__c</fullName>
|
|
4
|
+
<label>Project</label>
|
|
5
|
+
<referenceTo>Project__c</referenceTo>
|
|
6
|
+
<relationshipLabel>Invoices</relationshipLabel>
|
|
7
|
+
<relationshipName>Invoices</relationshipName>
|
|
8
|
+
<relationshipOrder>0</relationshipOrder>
|
|
9
|
+
<reparentableMasterDetail>false</reparentableMasterDetail>
|
|
10
|
+
<trackHistory>false</trackHistory>
|
|
11
|
+
<trackTrending>false</trackTrending>
|
|
12
|
+
<type>MasterDetail</type>
|
|
13
|
+
<writeRequiresMasterRead>false</writeRequiresMasterRead>
|
|
14
|
+
</CustomField>
|
|
@@ -0,0 +1,36 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<fullName>Status__c</fullName>
|
|
4
|
+
<description>Lifecycle status of the invoice.</description>
|
|
5
|
+
<label>Status</label>
|
|
6
|
+
<required>false</required>
|
|
7
|
+
<trackHistory>false</trackHistory>
|
|
8
|
+
<trackTrending>false</trackTrending>
|
|
9
|
+
<type>Picklist</type>
|
|
10
|
+
<valueSet>
|
|
11
|
+
<restricted>true</restricted>
|
|
12
|
+
<valueSetDefinition>
|
|
13
|
+
<sorted>false</sorted>
|
|
14
|
+
<value>
|
|
15
|
+
<fullName>Draft</fullName>
|
|
16
|
+
<default>true</default>
|
|
17
|
+
<label>Draft</label>
|
|
18
|
+
</value>
|
|
19
|
+
<value>
|
|
20
|
+
<fullName>Sent</fullName>
|
|
21
|
+
<default>false</default>
|
|
22
|
+
<label>Sent</label>
|
|
23
|
+
</value>
|
|
24
|
+
<value>
|
|
25
|
+
<fullName>Paid</fullName>
|
|
26
|
+
<default>false</default>
|
|
27
|
+
<label>Paid</label>
|
|
28
|
+
</value>
|
|
29
|
+
<value>
|
|
30
|
+
<fullName>Overdue</fullName>
|
|
31
|
+
<default>false</default>
|
|
32
|
+
<label>Overdue</label>
|
|
33
|
+
</value>
|
|
34
|
+
</valueSetDefinition>
|
|
35
|
+
</valueSet>
|
|
36
|
+
</CustomField>
|
|
@@ -0,0 +1,12 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<fullName>Total_Paid__c</fullName>
|
|
4
|
+
<description>Sum of all Payment amounts applied to this invoice.</description>
|
|
5
|
+
<label>Total Paid</label>
|
|
6
|
+
<summarizedField>Payment__c.Amount__c</summarizedField>
|
|
7
|
+
<summaryForeignKey>Payment__c.Invoice__c</summaryForeignKey>
|
|
8
|
+
<summaryOperation>sum</summaryOperation>
|
|
9
|
+
<trackHistory>false</trackHistory>
|
|
10
|
+
<trackTrending>false</trackTrending>
|
|
11
|
+
<type>Summary</type>
|
|
12
|
+
</CustomField>
|
|
@@ -0,0 +1,17 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<deploymentStatus>Deployed</deploymentStatus>
|
|
4
|
+
<description>A payment applied against an Invoice. Child of Invoice via master-detail.</description>
|
|
5
|
+
<enableActivities>false</enableActivities>
|
|
6
|
+
<enableHistory>true</enableHistory>
|
|
7
|
+
<enableReports>true</enableReports>
|
|
8
|
+
<label>Payment</label>
|
|
9
|
+
<nameField>
|
|
10
|
+
<displayFormat>PAY-{00000}</displayFormat>
|
|
11
|
+
<label>Payment Number</label>
|
|
12
|
+
<type>AutoNumber</type>
|
|
13
|
+
</nameField>
|
|
14
|
+
<pluralLabel>Payments</pluralLabel>
|
|
15
|
+
<sharingModel>ControlledByParent</sharingModel>
|
|
16
|
+
<visibility>Public</visibility>
|
|
17
|
+
</CustomObject>
|
|
@@ -0,0 +1,12 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<fullName>Amount__c</fullName>
|
|
4
|
+
<description>Amount of this payment applied to the parent invoice.</description>
|
|
5
|
+
<label>Amount</label>
|
|
6
|
+
<precision>12</precision>
|
|
7
|
+
<required>true</required>
|
|
8
|
+
<scale>2</scale>
|
|
9
|
+
<trackHistory>false</trackHistory>
|
|
10
|
+
<trackTrending>false</trackTrending>
|
|
11
|
+
<type>Currency</type>
|
|
12
|
+
</CustomField>
|
|
@@ -0,0 +1,14 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<fullName>Invoice__c</fullName>
|
|
4
|
+
<label>Invoice</label>
|
|
5
|
+
<referenceTo>Invoice__c</referenceTo>
|
|
6
|
+
<relationshipLabel>Payments</relationshipLabel>
|
|
7
|
+
<relationshipName>Payments</relationshipName>
|
|
8
|
+
<relationshipOrder>0</relationshipOrder>
|
|
9
|
+
<reparentableMasterDetail>false</reparentableMasterDetail>
|
|
10
|
+
<trackHistory>false</trackHistory>
|
|
11
|
+
<trackTrending>false</trackTrending>
|
|
12
|
+
<type>MasterDetail</type>
|
|
13
|
+
<writeRequiresMasterRead>false</writeRequiresMasterRead>
|
|
14
|
+
</CustomField>
|
|
@@ -0,0 +1,36 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<fullName>Method__c</fullName>
|
|
4
|
+
<description>How the payment was tendered.</description>
|
|
5
|
+
<label>Method</label>
|
|
6
|
+
<required>false</required>
|
|
7
|
+
<trackHistory>false</trackHistory>
|
|
8
|
+
<trackTrending>false</trackTrending>
|
|
9
|
+
<type>Picklist</type>
|
|
10
|
+
<valueSet>
|
|
11
|
+
<restricted>true</restricted>
|
|
12
|
+
<valueSetDefinition>
|
|
13
|
+
<sorted>false</sorted>
|
|
14
|
+
<value>
|
|
15
|
+
<fullName>ACH</fullName>
|
|
16
|
+
<default>false</default>
|
|
17
|
+
<label>ACH</label>
|
|
18
|
+
</value>
|
|
19
|
+
<value>
|
|
20
|
+
<fullName>Card</fullName>
|
|
21
|
+
<default>false</default>
|
|
22
|
+
<label>Card</label>
|
|
23
|
+
</value>
|
|
24
|
+
<value>
|
|
25
|
+
<fullName>Check</fullName>
|
|
26
|
+
<default>false</default>
|
|
27
|
+
<label>Check</label>
|
|
28
|
+
</value>
|
|
29
|
+
<value>
|
|
30
|
+
<fullName>Wire</fullName>
|
|
31
|
+
<default>false</default>
|
|
32
|
+
<label>Wire</label>
|
|
33
|
+
</value>
|
|
34
|
+
</valueSetDefinition>
|
|
35
|
+
</valueSet>
|
|
36
|
+
</CustomField>
|
|
@@ -0,0 +1,10 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<fullName>Payment_Date__c</fullName>
|
|
4
|
+
<description>Date the payment was received.</description>
|
|
5
|
+
<label>Payment Date</label>
|
|
6
|
+
<required>false</required>
|
|
7
|
+
<trackHistory>false</trackHistory>
|
|
8
|
+
<trackTrending>false</trackTrending>
|
|
9
|
+
<type>Date</type>
|
|
10
|
+
</CustomField>
|
|
@@ -0,0 +1,9 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<ValidationRule xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<fullName>Amount_Positive</fullName>
|
|
4
|
+
<active>true</active>
|
|
5
|
+
<description>A payment amount must be greater than zero.</description>
|
|
6
|
+
<errorConditionFormula>Amount__c <= 0</errorConditionFormula>
|
|
7
|
+
<errorDisplayField>Amount__c</errorDisplayField>
|
|
8
|
+
<errorMessage>Payment Amount must be greater than zero.</errorMessage>
|
|
9
|
+
</ValidationRule>
|
|
@@ -0,0 +1,12 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<deploymentStatus>Deployed</deploymentStatus>
|
|
4
|
+
<label>Permit</label>
|
|
5
|
+
<pluralLabel>Permits</pluralLabel>
|
|
6
|
+
<nameField>
|
|
7
|
+
<label>Permit Name</label>
|
|
8
|
+
<type>Text</type>
|
|
9
|
+
</nameField>
|
|
10
|
+
<sharingModel>Private</sharingModel>
|
|
11
|
+
<visibility>Public</visibility>
|
|
12
|
+
</CustomObject>
|