Filter default records for insert during select action

cumulusci/tasks/bulkdata/step.py

@@ -16,6 +16,9 @@
 from cumulusci.core.enums import StrEnum
 from cumulusci.core.exceptions import BulkDataException
 from cumulusci.core.utils import process_bool_arg
+from cumulusci.tasks.bulkdata.extract_dataset_utils.hardcoded_default_declarations import (
+    DEFAULT_DECLARATIONS,
+)
 from cumulusci.tasks.bulkdata.select_utils import (
     SelectOperationExecutor,
     SelectRecordRetrievalMode,
@@ -485,6 +488,13 @@ def select_records(self, records):
         self.logger.info(f"Retrieved {len(select_query_records)} from org")
 
         query_records.extend(select_query_records)
+
+        # Filter out default declarations
+        if not self.selection_filter and self.sobject in DEFAULT_DECLARATIONS:
+            records = filter_records(
+                self.fields, records, DEFAULT_DECLARATIONS[self.sobject].where
+            )
+
         # Post-process the query results
         (
             selected_records,
@@ -901,6 +911,12 @@ def select_records(self, records):
         query_records = self._execute_soql_query(select_query, query_fields)
         self.logger.info(f"Retrieved {len(query_records)} from org")
 
+        # Filter out default declarations
+        if not self.selection_filter and self.sobject in DEFAULT_DECLARATIONS:
+            records = filter_records(
+                self.fields, records, DEFAULT_DECLARATIONS[self.sobject].where
+            )
+
         # Post-process the query results for this batch
         (
             selected_records,
@@ -1218,3 +1234,15 @@ def assign_weights(
             weights[i] = HIGH_PRIORITY_VALUE
 
     return weights
+
+
+# Parsing the where condition for default records
+def filter_records(fields: List[str], records, where_condition: str):
+    filtered_records = []
+    for record in records:
+        # Create a dictionary mapping fields to record values
+        record_dict = {field: value for field, value in zip(fields, record)}
+        # Use eval to dynamically evaluate the where condition
+        if eval(where_condition, {}, record_dict):
+            filtered_records.append(record)
+    return filtered_records

cumulusci/tasks/bulkdata/tests/test_step.py

@@ -25,6 +25,7 @@
     assign_weights,
     download_file,
     extract_flattened_headers,
+    filter_records,
     flatten_record,
     get_dml_operation,
     get_query_operation,
@@ -3875,3 +3876,42 @@ def test_flatten_record(record, headers, expected):
 def test_assign_weights(priority_fields, fields, expected):
     result = assign_weights(priority_fields, fields)
     assert result == expected
+
+
+def test_filter_records():
+    fields = ["Name", "AccountNumber", "Industry"]
+    records = [
+        ["Sample Account for Entitlements", "123", "Technology"],
+        ["Acme Corp", "456", "Retail"],
+        ["Test Company", "789", "Finance"],
+    ]
+
+    # Test 1: Exclude specific record
+    where_condition = "Name != 'Sample Account for Entitlements'"
+    expected_output = [
+        ["Acme Corp", "456", "Retail"],
+        ["Test Company", "789", "Finance"],
+    ]
+    assert filter_records(fields, records, where_condition) == expected_output
+
+    # Test 2: Include only specific Industry
+    where_condition = "Industry == 'Retail'"
+    expected_output = [["Acme Corp", "456", "Retail"]]
+    assert filter_records(fields, records, where_condition) == expected_output
+
+    # Test 3: No match
+    where_condition = "AccountNumber == '999'"
+    expected_output = []
+    assert filter_records(fields, records, where_condition) == expected_output
+
+    # Test 4: Multiple conditions
+    where_condition = "Name == 'Acme Corp' and Industry == 'Retail'"
+    expected_output = [["Acme Corp", "456", "Retail"]]
+    assert filter_records(fields, records, where_condition) == expected_output
+
+    # Test 5: Empty input
+    fields = []
+    records = []
+    where_condition = "Name != 'Nonexistent'"
+    expected_output = []
+    assert filter_records(fields, records, where_condition) == expected_output