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.
Files changed (123) hide show
  1. package/LICENSE +20 -13
  2. package/demo-source/main/default/approvalProcesses/Project__c.Discount_Approval.approvalProcess-meta.xml +31 -0
  3. package/demo-source/main/default/classes/IncentiveBatch.cls +54 -0
  4. package/demo-source/main/default/classes/IncentiveBatch.cls-meta.xml +5 -0
  5. package/demo-source/main/default/classes/PaymentService.cls +44 -0
  6. package/demo-source/main/default/classes/PaymentService.cls-meta.xml +5 -0
  7. package/demo-source/main/default/classes/PaymentServiceTest.cls +57 -0
  8. package/demo-source/main/default/classes/PaymentServiceTest.cls-meta.xml +5 -0
  9. package/demo-source/main/default/classes/ProjectTriggerHandler.cls +60 -0
  10. package/demo-source/main/default/classes/ProjectTriggerHandler.cls-meta.xml +5 -0
  11. package/demo-source/main/default/classes/ProjectTriggerHandlerTest.cls +80 -0
  12. package/demo-source/main/default/classes/ProjectTriggerHandlerTest.cls-meta.xml +5 -0
  13. package/demo-source/main/default/flows/Installation_On_Complete.flow-meta.xml +72 -0
  14. package/demo-source/main/default/flows/Project_On_Approve.flow-meta.xml +48 -0
  15. package/demo-source/main/default/groups/Finance_Group.group-meta.xml +7 -0
  16. package/demo-source/main/default/groups/Ops_Group.group-meta.xml +7 -0
  17. package/demo-source/main/default/layouts/Installation__c-Installation Layout.layout-meta.xml +43 -0
  18. package/demo-source/main/default/layouts/Project__c-Residential Layout.layout-meta.xml +78 -0
  19. package/demo-source/main/default/objects/Battery__c/Battery__c.object-meta.xml +12 -0
  20. package/demo-source/main/default/objects/Battery__c/fields/Capacity_kWh__c.field-meta.xml +9 -0
  21. package/demo-source/main/default/objects/Battery__c/fields/Manufacturer__c.field-meta.xml +21 -0
  22. package/demo-source/main/default/objects/Battery__c/fields/Unit_Cost__c.field-meta.xml +9 -0
  23. package/demo-source/main/default/objects/Equipment_Allocation__c/Equipment_Allocation__c.object-meta.xml +13 -0
  24. package/demo-source/main/default/objects/Equipment_Allocation__c/fields/Battery__c.field-meta.xml +10 -0
  25. package/demo-source/main/default/objects/Equipment_Allocation__c/fields/Line_Total__c.field-meta.xml +10 -0
  26. package/demo-source/main/default/objects/Equipment_Allocation__c/fields/Project__c.field-meta.xml +14 -0
  27. package/demo-source/main/default/objects/Equipment_Allocation__c/fields/Quantity__c.field-meta.xml +9 -0
  28. package/demo-source/main/default/objects/Equipment_Allocation__c/fields/Solar_Panel__c.field-meta.xml +10 -0
  29. package/demo-source/main/default/objects/Incentive__c/Incentive__c.object-meta.xml +12 -0
  30. package/demo-source/main/default/objects/Incentive__c/fields/Amount__c.field-meta.xml +9 -0
  31. package/demo-source/main/default/objects/Incentive__c/fields/Approved__c.field-meta.xml +7 -0
  32. package/demo-source/main/default/objects/Incentive__c/fields/Project__c.field-meta.xml +10 -0
  33. package/demo-source/main/default/objects/Incentive__c/fields/Type__c.field-meta.xml +26 -0
  34. package/demo-source/main/default/objects/Installation__c/Installation__c.object-meta.xml +12 -0
  35. package/demo-source/main/default/objects/Installation__c/fields/Crew_Lead__c.field-meta.xml +10 -0
  36. package/demo-source/main/default/objects/Installation__c/fields/Install_Date__c.field-meta.xml +7 -0
  37. package/demo-source/main/default/objects/Installation__c/fields/Panels_Installed__c.field-meta.xml +9 -0
  38. package/demo-source/main/default/objects/Installation__c/fields/Project__c.field-meta.xml +10 -0
  39. package/demo-source/main/default/objects/Installation__c/fields/Status__c.field-meta.xml +31 -0
  40. package/demo-source/main/default/objects/Invoice__c/Invoice__c.object-meta.xml +17 -0
  41. package/demo-source/main/default/objects/Invoice__c/fields/Amount__c.field-meta.xml +12 -0
  42. package/demo-source/main/default/objects/Invoice__c/fields/Balance__c.field-meta.xml +14 -0
  43. package/demo-source/main/default/objects/Invoice__c/fields/Due_Date__c.field-meta.xml +10 -0
  44. package/demo-source/main/default/objects/Invoice__c/fields/Project__c.field-meta.xml +14 -0
  45. package/demo-source/main/default/objects/Invoice__c/fields/Status__c.field-meta.xml +36 -0
  46. package/demo-source/main/default/objects/Invoice__c/fields/Total_Paid__c.field-meta.xml +12 -0
  47. package/demo-source/main/default/objects/Payment__c/Payment__c.object-meta.xml +17 -0
  48. package/demo-source/main/default/objects/Payment__c/fields/Amount__c.field-meta.xml +12 -0
  49. package/demo-source/main/default/objects/Payment__c/fields/Invoice__c.field-meta.xml +14 -0
  50. package/demo-source/main/default/objects/Payment__c/fields/Method__c.field-meta.xml +36 -0
  51. package/demo-source/main/default/objects/Payment__c/fields/Payment_Date__c.field-meta.xml +10 -0
  52. package/demo-source/main/default/objects/Payment__c/validationRules/Amount_Positive.validationRule-meta.xml +9 -0
  53. package/demo-source/main/default/objects/Permit__c/Permit__c.object-meta.xml +12 -0
  54. package/demo-source/main/default/objects/Permit__c/fields/Approved_Date__c.field-meta.xml +7 -0
  55. package/demo-source/main/default/objects/Permit__c/fields/Jurisdiction__c.field-meta.xml +8 -0
  56. package/demo-source/main/default/objects/Permit__c/fields/Project__c.field-meta.xml +10 -0
  57. package/demo-source/main/default/objects/Permit__c/fields/Status__c.field-meta.xml +26 -0
  58. package/demo-source/main/default/objects/Permit__c/fields/Submitted_Date__c.field-meta.xml +7 -0
  59. package/demo-source/main/default/objects/Permit__c/validationRules/Approved_Needs_Date.validationRule-meta.xml +9 -0
  60. package/demo-source/main/default/objects/Project__c/Project__c.object-meta.xml +12 -0
  61. package/demo-source/main/default/objects/Project__c/fields/Account__c.field-meta.xml +10 -0
  62. package/demo-source/main/default/objects/Project__c/fields/Contract_Value__c.field-meta.xml +9 -0
  63. package/demo-source/main/default/objects/Project__c/fields/Expected_Completion__c.field-meta.xml +7 -0
  64. package/demo-source/main/default/objects/Project__c/fields/Is_Complete__c.field-meta.xml +8 -0
  65. package/demo-source/main/default/objects/Project__c/fields/Margin_Percent__c.field-meta.xml +10 -0
  66. package/demo-source/main/default/objects/Project__c/fields/Opportunity__c.field-meta.xml +10 -0
  67. package/demo-source/main/default/objects/Project__c/fields/Permit_Approved__c.field-meta.xml +7 -0
  68. package/demo-source/main/default/objects/Project__c/fields/Risk_Score__c.field-meta.xml +9 -0
  69. package/demo-source/main/default/objects/Project__c/fields/Status__c.field-meta.xml +41 -0
  70. package/demo-source/main/default/objects/Project__c/fields/System_Size_kW__c.field-meta.xml +9 -0
  71. package/demo-source/main/default/objects/Project__c/fields/Total_Invoiced__c.field-meta.xml +9 -0
  72. package/demo-source/main/default/objects/Project__c/recordTypes/Commercial.recordType-meta.xml +6 -0
  73. package/demo-source/main/default/objects/Project__c/recordTypes/Residential.recordType-meta.xml +6 -0
  74. package/demo-source/main/default/objects/Project__c/validationRules/Complete_Requires_Permit.validationRule-meta.xml +9 -0
  75. package/demo-source/main/default/objects/SBQQ__ProductRule__c/SBQQ__ProductRule__c.object-meta.xml +16 -0
  76. package/demo-source/main/default/objects/SBQQ__ProductRule__c/fields/SBQQ__ErrorMessage__c.field-meta.xml +12 -0
  77. package/demo-source/main/default/objects/SBQQ__ProductRule__c/fields/SBQQ__Type__c.field-meta.xml +12 -0
  78. package/demo-source/main/default/objects/Service_Visit__c/Service_Visit__c.object-meta.xml +17 -0
  79. package/demo-source/main/default/objects/Service_Visit__c/fields/Installation__c.field-meta.xml +13 -0
  80. package/demo-source/main/default/objects/Service_Visit__c/fields/Reason__c.field-meta.xml +36 -0
  81. package/demo-source/main/default/objects/Service_Visit__c/fields/Resolved__c.field-meta.xml +10 -0
  82. package/demo-source/main/default/objects/Service_Visit__c/fields/Technician__c.field-meta.xml +13 -0
  83. package/demo-source/main/default/objects/Service_Visit__c/fields/Visit_Date__c.field-meta.xml +10 -0
  84. package/demo-source/main/default/objects/Site_Survey__c/Site_Survey__c.object-meta.xml +12 -0
  85. package/demo-source/main/default/objects/Site_Survey__c/fields/Project__c.field-meta.xml +10 -0
  86. package/demo-source/main/default/objects/Site_Survey__c/fields/Roof_Type__c.field-meta.xml +31 -0
  87. package/demo-source/main/default/objects/Site_Survey__c/fields/Shading_Factor__c.field-meta.xml +9 -0
  88. package/demo-source/main/default/objects/Site_Survey__c/fields/Survey_Date__c.field-meta.xml +7 -0
  89. package/demo-source/main/default/objects/Site_Survey__c/fields/Surveyor__c.field-meta.xml +10 -0
  90. package/demo-source/main/default/objects/Solar_Panel__c/Solar_Panel__c.object-meta.xml +12 -0
  91. package/demo-source/main/default/objects/Solar_Panel__c/fields/Active__c.field-meta.xml +7 -0
  92. package/demo-source/main/default/objects/Solar_Panel__c/fields/Manufacturer__c.field-meta.xml +26 -0
  93. package/demo-source/main/default/objects/Solar_Panel__c/fields/Unit_Cost__c.field-meta.xml +9 -0
  94. package/demo-source/main/default/objects/Solar_Panel__c/fields/Wattage__c.field-meta.xml +9 -0
  95. package/demo-source/main/default/objects/Warranty_Claim__c/Warranty_Claim__c.object-meta.xml +17 -0
  96. package/demo-source/main/default/objects/Warranty_Claim__c/fields/Claim_Date__c.field-meta.xml +10 -0
  97. package/demo-source/main/default/objects/Warranty_Claim__c/fields/Installation__c.field-meta.xml +13 -0
  98. package/demo-source/main/default/objects/Warranty_Claim__c/fields/Issue__c.field-meta.xml +12 -0
  99. package/demo-source/main/default/objects/Warranty_Claim__c/fields/Status__c.field-meta.xml +36 -0
  100. package/demo-source/main/default/omniDataTransforms/Quote_To_Project_Map_1.rpt-meta.xml +83 -0
  101. package/demo-source/main/default/omniIntegrationProcedures/Project_Provision_1.oip-meta.xml +87 -0
  102. package/demo-source/main/default/omniScripts/Customer_Intake_English_1.os-meta.xml +69 -0
  103. package/demo-source/main/default/permissionsets/Finance_Team.permissionset-meta.xml +77 -0
  104. package/demo-source/main/default/permissionsets/Project_Manager.permissionset-meta.xml +88 -0
  105. package/demo-source/main/default/profiles/Verdant_Installer.profile-meta.xml +193 -0
  106. package/demo-source/main/default/profiles/Verdant_Read_Only.profile-meta.xml +263 -0
  107. package/demo-source/main/default/profiles/Verdant_Sales_Rep.profile-meta.xml +194 -0
  108. package/demo-source/main/default/queues/Permit_Review_Queue.queue-meta.xml +9 -0
  109. package/demo-source/main/default/queues/Warranty_Queue.queue-meta.xml +9 -0
  110. package/demo-source/main/default/roles/Installer.role-meta.xml +10 -0
  111. package/demo-source/main/default/roles/Ops_Director.role-meta.xml +9 -0
  112. package/demo-source/main/default/roles/Ops_Manager.role-meta.xml +10 -0
  113. package/demo-source/main/default/roles/Sales_Manager.role-meta.xml +10 -0
  114. package/demo-source/main/default/roles/Sales_Rep.role-meta.xml +10 -0
  115. package/demo-source/main/default/roles/Sales_VP.role-meta.xml +9 -0
  116. package/demo-source/main/default/sharingRules/Invoice__c.sharingRules-meta.xml +17 -0
  117. package/demo-source/main/default/sharingRules/Project__c.sharingRules-meta.xml +17 -0
  118. package/demo-source/main/default/triggers/ProjectTrigger.trigger +8 -0
  119. package/demo-source/main/default/triggers/ProjectTrigger.trigger-meta.xml +5 -0
  120. package/demo-source/main/default/workflows/Opportunity.workflow-meta.xml +24 -0
  121. package/dist/index.js +900 -475
  122. package/package.json +25 -6
  123. package/server.json +32 -0
@@ -0,0 +1,78 @@
1
+ <?xml version="1.0" encoding="UTF-8"?>
2
+ <Layout xmlns="http://soap.sforce.com/2006/04/metadata">
3
+ <layoutSections>
4
+ <customLabel>false</customLabel>
5
+ <detailHeading>false</detailHeading>
6
+ <editHeading>true</editHeading>
7
+ <label>Information</label>
8
+ <layoutColumns>
9
+ <layoutItems>
10
+ <behavior>Required</behavior>
11
+ <field>Name</field>
12
+ </layoutItems>
13
+ <layoutItems>
14
+ <behavior>Edit</behavior>
15
+ <field>Account__c</field>
16
+ </layoutItems>
17
+ <layoutItems>
18
+ <behavior>Edit</behavior>
19
+ <field>Opportunity__c</field>
20
+ </layoutItems>
21
+ <layoutItems>
22
+ <behavior>Edit</behavior>
23
+ <field>Status__c</field>
24
+ </layoutItems>
25
+ </layoutColumns>
26
+ <layoutColumns>
27
+ <layoutItems>
28
+ <behavior>Edit</behavior>
29
+ <field>System_Size_kW__c</field>
30
+ </layoutItems>
31
+ <layoutItems>
32
+ <behavior>Edit</behavior>
33
+ <field>Contract_Value__c</field>
34
+ </layoutItems>
35
+ <layoutItems>
36
+ <behavior>Edit</behavior>
37
+ <field>Expected_Completion__c</field>
38
+ </layoutItems>
39
+ <layoutItems>
40
+ <behavior>Edit</behavior>
41
+ <field>Permit_Approved__c</field>
42
+ </layoutItems>
43
+ </layoutColumns>
44
+ <style>TwoColumnsTopToBottom</style>
45
+ </layoutSections>
46
+ <layoutSections>
47
+ <customLabel>false</customLabel>
48
+ <detailHeading>false</detailHeading>
49
+ <editHeading>true</editHeading>
50
+ <label>Financials</label>
51
+ <layoutColumns>
52
+ <layoutItems>
53
+ <behavior>Readonly</behavior>
54
+ <field>Total_Invoiced__c</field>
55
+ </layoutItems>
56
+ <layoutItems>
57
+ <behavior>Readonly</behavior>
58
+ <field>Margin_Percent__c</field>
59
+ </layoutItems>
60
+ </layoutColumns>
61
+ <layoutColumns>
62
+ <layoutItems>
63
+ <behavior>Readonly</behavior>
64
+ <field>Is_Complete__c</field>
65
+ </layoutItems>
66
+ <layoutItems>
67
+ <behavior>Edit</behavior>
68
+ <field>Risk_Score__c</field>
69
+ </layoutItems>
70
+ </layoutColumns>
71
+ <style>TwoColumnsTopToBottom</style>
72
+ </layoutSections>
73
+ <showEmailCheckbox>false</showEmailCheckbox>
74
+ <showHighlightsPanel>true</showHighlightsPanel>
75
+ <showInteractionLogPanel>false</showInteractionLogPanel>
76
+ <showRunAssignmentRulesCheckbox>false</showRunAssignmentRulesCheckbox>
77
+ <showSubmitAndAttachButton>false</showSubmitAndAttachButton>
78
+ </Layout>
@@ -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>Battery</label>
5
+ <pluralLabel>Batteries</pluralLabel>
6
+ <nameField>
7
+ <label>Battery Name</label>
8
+ <type>Text</type>
9
+ </nameField>
10
+ <sharingModel>ReadWrite</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>Capacity_kWh__c</fullName>
4
+ <label>Capacity (kWh)</label>
5
+ <type>Number</type>
6
+ <precision>5</precision>
7
+ <scale>1</scale>
8
+ <required>false</required>
9
+ </CustomField>
@@ -0,0 +1,21 @@
1
+ <?xml version="1.0" encoding="UTF-8"?>
2
+ <CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
3
+ <fullName>Manufacturer__c</fullName>
4
+ <label>Manufacturer</label>
5
+ <type>Picklist</type>
6
+ <valueSet>
7
+ <valueSetDefinition>
8
+ <sorted>false</sorted>
9
+ <value>
10
+ <fullName>PowerCell</fullName>
11
+ <default>true</default>
12
+ <label>PowerCell</label>
13
+ </value>
14
+ <value>
15
+ <fullName>EnerStore</fullName>
16
+ <default>false</default>
17
+ <label>EnerStore</label>
18
+ </value>
19
+ </valueSetDefinition>
20
+ </valueSet>
21
+ </CustomField>
@@ -0,0 +1,9 @@
1
+ <?xml version="1.0" encoding="UTF-8"?>
2
+ <CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
3
+ <fullName>Unit_Cost__c</fullName>
4
+ <label>Unit Cost</label>
5
+ <type>Currency</type>
6
+ <precision>8</precision>
7
+ <scale>2</scale>
8
+ <required>false</required>
9
+ </CustomField>
@@ -0,0 +1,13 @@
1
+ <?xml version="1.0" encoding="UTF-8"?>
2
+ <CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
3
+ <deploymentStatus>Deployed</deploymentStatus>
4
+ <label>Equipment Allocation</label>
5
+ <pluralLabel>Equipment Allocations</pluralLabel>
6
+ <nameField>
7
+ <label>Equipment Allocation Name</label>
8
+ <type>AutoNumber</type>
9
+ <displayFormat>EA-{00000}</displayFormat>
10
+ </nameField>
11
+ <sharingModel>ControlledByParent</sharingModel>
12
+ <visibility>Public</visibility>
13
+ </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>Battery__c</fullName>
4
+ <label>Battery</label>
5
+ <type>Lookup</type>
6
+ <referenceTo>Battery__c</referenceTo>
7
+ <relationshipLabel>Equipment Allocations</relationshipLabel>
8
+ <relationshipName>Equipment_Allocations</relationshipName>
9
+ <required>false</required>
10
+ </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>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>
@@ -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>
@@ -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 +1,7 @@
1
+ <?xml version="1.0" encoding="UTF-8"?>
2
+ <CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
3
+ <fullName>Approved__c</fullName>
4
+ <label>Approved</label>
5
+ <type>Checkbox</type>
6
+ <defaultValue>false</defaultValue>
7
+ </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>
@@ -0,0 +1,7 @@
1
+ <?xml version="1.0" encoding="UTF-8"?>
2
+ <CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
3
+ <fullName>Install_Date__c</fullName>
4
+ <label>Install Date</label>
5
+ <type>Date</type>
6
+ <required>false</required>
7
+ </CustomField>
@@ -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 &lt;= 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>
@@ -0,0 +1,7 @@
1
+ <?xml version="1.0" encoding="UTF-8"?>
2
+ <CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
3
+ <fullName>Approved_Date__c</fullName>
4
+ <label>Approved Date</label>
5
+ <type>Date</type>
6
+ <required>false</required>
7
+ </CustomField>