diff --git a/src/main/default/omniScripts/EHIS_AccountContactRelation_English_3.os-meta.xml b/Archive/ALR/Omniscripts/EHIS_AccountContactRelation_English_3.os-meta.xml similarity index 100% rename from src/main/default/omniScripts/EHIS_AccountContactRelation_English_3.os-meta.xml rename to Archive/ALR/Omniscripts/EHIS_AccountContactRelation_English_3.os-meta.xml diff --git a/ehis-source/core/main/default/objects/Contact/fields/Bypass_Duplicates_Check__c.field-meta.xml b/ehis-source/core/main/default/objects/Contact/fields/Bypass_Duplicates_Check__c.field-meta.xml new file mode 100644 index 000000000..fffc12535 --- /dev/null +++ b/ehis-source/core/main/default/objects/Contact/fields/Bypass_Duplicates_Check__c.field-meta.xml @@ -0,0 +1,10 @@ + + + Bypass_Duplicates_Check__c + false + false + + false + false + Checkbox + diff --git a/src-ui/main/default/layouts/Account-Residence Page Layout.layout-meta.xml b/src-ui/main/default/layouts/Account-Residence Page Layout.layout-meta.xml index 6ab5c6f02..4c8c59547 100644 --- a/src-ui/main/default/layouts/Account-Residence Page Layout.layout-meta.xml +++ b/src-ui/main/default/layouts/Account-Residence Page Layout.layout-meta.xml @@ -4,7 +4,7 @@ DisableCustomerPortalAccount DisablePartnerPortalAccount IncludeOffline - Share + Share Submit false @@ -210,7 +210,7 @@ StandardButton 1 - + NewTask QuickAction 2 @@ -241,7 +241,7 @@ NewEvent - + Location ActiveFrom @@ -263,12 +263,13 @@ CONTACT.FULL_NAME ACCCONRELATION.ROLES PrimaryContact__c + ACCCONRELATION.IS_ACTIVE CONTACT.EMAIL CONTACT.PHONE1 - RelatedAccountContactRelationList + RelatedAccountContactRelationList - FULL_NAME + FULL_NAME CONTACT.TITLE CONTACT.EMAIL CONTACT.PHONE1 diff --git a/src/main/default/duplicateRules/Contact.Contact_Duplicate_Rule.duplicateRule-meta.xml b/src/main/default/duplicateRules/Contact.Contact_Duplicate_Rule.duplicateRule-meta.xml new file mode 100644 index 000000000..f7b38f890 --- /dev/null +++ b/src/main/default/duplicateRules/Contact.Contact_Duplicate_Rule.duplicateRule-meta.xml @@ -0,0 +1,30 @@ + + + Allow + Allow + A Contact already exists with this information. Click Save to continue or cancel to abandon your changes + + + + + Bypass_Duplicates_Check__c + equals + false + 1 + Contact
+
+
+ + Contact + Contact_Matching_Rule + + + true + Contact_Duplicate_Rule + Alert + Report + Alert + Report + BypassSharingRules + 3 +
diff --git a/src/main/default/matchingRules/Contact.matchingRule-meta.xml b/src/main/default/matchingRules/Contact.matchingRule-meta.xml new file mode 100644 index 000000000..703025515 --- /dev/null +++ b/src/main/default/matchingRules/Contact.matchingRule-meta.xml @@ -0,0 +1,34 @@ + + + + Contact_Matching_Rule + (1 AND 5 AND 2) OR (1 AND 5 AND 3) OR (1 AND 5 AND 4) + + + NullNotAllowed + LastName + Exact + + + MatchBlanks + Email + Exact + + + MatchBlanks + MobilePhone + Exact + + + MatchBlanks + Phone + Exact + + + NullNotAllowed + FirstName + FirstName + + Active + + diff --git a/src/main/default/objects/AccountContactRelation/validationRules/CheckPrimaryContact.validationRule-meta.xml b/src/main/default/objects/AccountContactRelation/validationRules/CheckPrimaryContact.validationRule-meta.xml new file mode 100644 index 000000000..046028602 --- /dev/null +++ b/src/main/default/objects/AccountContactRelation/validationRules/CheckPrimaryContact.validationRule-meta.xml @@ -0,0 +1,8 @@ + + + CheckPrimaryContact + true + AND( NOT( $Permission.EHISBypassValidationRuleCustomPermission ),IsActive = False, + PrimaryContact__c = True ) + Primary Contact must be active, please select Active or uncheck this contact as Primary. + diff --git a/src/main/default/omniDataTransforms/DRCreateAccountContactRelation_1.rpt-meta.xml b/src/main/default/omniDataTransforms/DRCreateAccountContactRelation_1.rpt-meta.xml index 0dad1fd65..ea891e2c4 100644 --- a/src/main/default/omniDataTransforms/DRCreateAccountContactRelation_1.rpt-meta.xml +++ b/src/main/default/omniDataTransforms/DRCreateAccountContactRelation_1.rpt-meta.xml @@ -3,7 +3,7 @@ false false false - false + true { "ContextId" : "001Aq00000Nl1hsIAB", "omniscriptId" : "0jNAq000000Mul7MAC", @@ -49,7 +49,7 @@ false JSON DRCreateAccountContactRelation - false + true true 0.0 @@ -248,6 +248,20 @@ false false + + false + false + 0.0 + DRCreateAccountContactRelationCustom5732 + 0.0 + 0.0 + DRCreateAccountContactRelation + 1.0 + Bypass_Duplicates_Check__c + Contact + false + false + false 0.0 @@ -272,7 +286,7 @@ "sId" : "0jNAq000000Mul7MAC", "theme" : "lightning", "subType" : "AccountContactRelation", - "timeStamp" : "2024-05-22T08:48:19.416Z", + "timeStamp" : "2024-05-22T09:26:59.437Z", "userProfile" : "System Administrator", "userTimeZoneName" : "Asia/Kolkata", "userTimeZone" : "330", @@ -283,28 +297,31 @@ "localTimeZoneName" : "Asia/Calcutta", "Error" : null, "Create ACR" : { - "Contact" : "Existing Contact" + "Contact" : "New Contact" }, "AccountId" : "001Aq00000Nl1hsIAB", "Contact Details" : { - "Block1" : { - "TypeAhead1-Block" : { - "TypeAhead1" : "keerthana sri", - "Name" : "keerthana sri", - "Id" : "003Aq00000PN4HXIA1" - } + "Block1" : null, + "Block4" : { + "Salutation" : "Mr.", + "FirstName" : "kumar", + "LastName" : "Kangan", + "Phone" : "1234567890", + "Mobile" : "0987654321", + "Email" : "test@test.com" }, - "Block4" : null, - "Roles" : "Main Site Manager;General manager;Administrative Personnel;Registrant Secondary Contact;Nurse / Care Manager", - "Roles3" : "Secondary Site Manager;Director of Wellness;Director;CEO", + "Roles" : "Main Site Manager;General manager", + "Roles3" : "Secondary Site Manager;Assistant manager;Registrant Main Contact", "Active" : true, "Primary Contact" : true, "AccountName" : "Residence 2" - } + }, + "DRId_Contact" : "003Aq00000TakYLIAZ", + "DRId_AccountContactRelation" : "07kAq00000Ao0K1IAJ" } false 0.0 - true + false json false 0.0 diff --git a/src/main/default/omniDataTransforms/DRToCreateDuplicateContacts_1.rpt-meta.xml b/src/main/default/omniDataTransforms/DRToCreateDuplicateContacts_1.rpt-meta.xml new file mode 100644 index 000000000..e7715dfd0 --- /dev/null +++ b/src/main/default/omniDataTransforms/DRToCreateDuplicateContacts_1.rpt-meta.xml @@ -0,0 +1,346 @@ + + + false + false + false + true + { + "ContextId" : "001Aq00000Nl1hsIAB", + "omniscriptId" : "0jNAq000000Mul7MAC", + "language" : "English", + "type" : "EHIS", + "runMode" : "preview", + "sId" : "0jNAq000000Mul7MAC", + "theme" : "lightning", + "subType" : "AccountContactRelation", + "timeStamp" : "2024-05-22T09:26:59.437Z", + "userProfile" : "System Administrator", + "userTimeZoneName" : "Asia/Kolkata", + "userTimeZone" : "330", + "userCurrencyCode" : "CAD", + "userName" : "anilkumar.kangan@accenture.com.alr.dev", + "userId" : "005Aq00000F8Fo6IAF", + "omniProcessId" : "0jNAq000000Mul7MAC", + "localTimeZoneName" : "Asia/Calcutta", + "Error" : null, + "Create ACR" : { + "Contact" : "New Contact" + }, + "AccountId" : "001Aq00000Nl1hsIAB", + "Contact Details" : { + "Block1" : null, + "Block4" : { + "Salutation" : "Mr.", + "FirstName" : "kumar", + "LastName" : "Kangan", + "Phone" : "1234567890", + "Mobile" : "0987654321", + "Email" : "test@test.com" + }, + "Roles" : "Main Site Manager;General manager", + "Roles3" : "Secondary Site Manager;Assistant manager;Registrant Main Contact", + "Active" : true, + "Primary Contact" : true, + "AccountName" : "Residence 2" + }, + "DRId_Contact" : "003Aq00000TakYLIAZ", + "DRId_AccountContactRelation" : "07kAq00000Ao0K1IAJ" +} + false + JSON + DRToCreateDuplicateContacts + true + + true + 0.0 + = + DRToCreateDuplicateContacts913410593413938 + 0.0 + 0.0 + FAKEMAPPING + DRToCreateDuplicateContacts + 1.0 + Id + Contact + false + false + + + false + 0.0 + DRToCreateDuplicateContacts951373391057452 + Contact Details:Block4:LastName + 0.0 + 0.0 + DRToCreateDuplicateContacts + 1.0 + LastName + Contact + false + false + + + false + 0.0 + DRToCreateDuplicateContacts7151383968506513 + Contact Details:Block4:FirstName + 0.0 + 0.0 + DRToCreateDuplicateContacts + 1.0 + FirstName + Contact + false + false + + + false + 0.0 + DRToCreateDuplicateContacts9750230000450033 + Contact Details:Block4:Mobile + 0.0 + 0.0 + DRToCreateDuplicateContacts + 1.0 + MobilePhone + Contact + false + false + + + false + 0.0 + DRToCreateDuplicateContacts38043143596501494 + Contact Details:Block4:Phone + 0.0 + 0.0 + DRToCreateDuplicateContacts + 1.0 + Phone + Contact + false + false + + + false + 0.0 + DRToCreateDuplicateContacts5808911380844062 + AccountId + 0.0 + 0.0 + DRToCreateDuplicateContacts + 1.0 + AccountId + Contact + false + false + + + false + 0.0 + DRToCreateDuplicateContacts24478349624569584 + Contact Details:Block4:Salutation + 0.0 + 0.0 + DRToCreateDuplicateContacts + 1.0 + Salutation + Contact + false + false + + + false + 0.0 + DRToCreateDuplicateContacts11662432167972181 + Contact Details:Block4:Email + 0.0 + 0.0 + DRToCreateDuplicateContacts + 1.0 + Email + Contact + false + false + + + true + 0.0 + = + DRToCreateDuplicateContacts35667186614591406 + 0.0 + 0.0 + FAKEMAPPING + DRToCreateDuplicateContacts + 2.0 + Id + AccountContactRelation + false + false + + + false + 0.0 + DRToCreateDuplicateContacts9753124412309242 + Contact Details:Primary Contact + 0.0 + 0.0 + DRToCreateDuplicateContacts + 2.0 + PrimaryContact__c + AccountContactRelation + false + false + + + false + 0.0 + DRToCreateDuplicateContacts9586701800798381 + 0.0 + Id + 1.0 + DRToCreateDuplicateContacts + 2.0 + ContactId + AccountContactRelation + false + true + + + false + 0.0 + DRToCreateDuplicateContacts47156899631547855 + AccountId + 0.0 + 0.0 + DRToCreateDuplicateContacts + 2.0 + AccountId + AccountContactRelation + false + false + + + true + false + 0.0 + DRToCreateDuplicateContacts41467469207790364 + BypassDuplicateContact + 0.0 + 0.0 + DRToCreateDuplicateContacts + 2.0 + Bypass_Duplicates__c + AccountContactRelation + false + false + + + false + 0.0 + DRToCreateDuplicateContacts7450081349439501 + Contact Details:Roles3 + 0.0 + 0.0 + DRToCreateDuplicateContacts + 2.0 + Roles + AccountContactRelation + false + false + + + True + false + 0.0 + DRToCreateDuplicateContactsCustom5261 + BypassContact + 0.0 + 0.0 + DRToCreateDuplicateContacts + 1.0 + Boolean + Bypass_Duplicates_Check__c + Contact + false + false + + + false + 0.0 + DRToCreateDuplicateContacts34720213659280286 + Contact Details:Active + 0.0 + 0.0 + DRToCreateDuplicateContacts + 2.0 + IsActive + AccountContactRelation + false + false + + + false + 0.0 + DRToCreateDuplicateContacts1755559196093368 + Contact Details:Roles + 0.0 + 0.0 + DRToCreateDuplicateContacts + 2.0 + Roles + AccountContactRelation + false + false + + SObject + { + "ContextId" : "001Aq00000Nl1hsIAB", + "omniscriptId" : "0jNAq000000Mul7MAC", + "language" : "English", + "type" : "EHIS", + "runMode" : "preview", + "sId" : "0jNAq000000Mul7MAC", + "theme" : "lightning", + "subType" : "AccountContactRelation", + "timeStamp" : "2024-05-22T08:48:19.416Z", + "userProfile" : "System Administrator", + "userTimeZoneName" : "Asia/Kolkata", + "userTimeZone" : "330", + "userCurrencyCode" : "CAD", + "userName" : "anilkumar.kangan@accenture.com.alr.dev", + "userId" : "005Aq00000F8Fo6IAF", + "omniProcessId" : "0jNAq000000Mul7MAC", + "localTimeZoneName" : "Asia/Calcutta", + "Error" : null, + "Create ACR" : { + "Contact" : "Existing Contact" + }, + "AccountId" : "001Aq00000Nl1hsIAB", + "Contact Details" : { + "Block1" : { + "TypeAhead1-Block" : { + "TypeAhead1" : "keerthana sri", + "Name" : "keerthana sri", + "Id" : "003Aq00000PN4HXIA1" + } + }, + "Block4" : null, + "Roles" : "Main Site Manager;General manager;Administrative Personnel;Registrant Secondary Contact;Nurse / Care Manager", + "Roles3" : "Secondary Site Manager;Director of Wellness;Director;CEO", + "Active" : true, + "Primary Contact" : true, + "AccountName" : "Residence 2" + } +} + false + 0.0 + false + json + false + 0.0 + Load + DRToCreateDuplicateContacts_1 + 1.0 + false + diff --git a/src/main/default/omniScripts/EHIS_AccountContactRelation_English_4.os-meta.xml b/src/main/default/omniScripts/EHIS_AccountContactRelation_English_4.os-meta.xml new file mode 100644 index 000000000..64dd7801e --- /dev/null +++ b/src/main/default/omniScripts/EHIS_AccountContactRelation_English_4.os-meta.xml @@ -0,0 +1,1718 @@ + + + {"ElementTypeToHTMLTemplateList":[]} + true + false + false + false + false + true + English + Contact + + true + false + 0.0 + Account Name Dr + 0.0 + { + "controlWidth" : 12, + "label" : "Account Name Dr", + "bundle" : "DrAccountName", + "ignoreCache" : true, + "dataRaptor Input Parameters" : [ { + "element" : "ContextId", + "inputParam" : "contextId" + } ], + "remoteTimeout" : 30000, + "responseJSONPath" : "", + "responseJSONNode" : "", + "inProgressMessage" : "In Progress", + "postMessage" : "Done", + "failureNextLabel" : "Continue", + "failureAbortLabel" : "Abort", + "failureGoBackLabel" : "Go Back", + "failureAbortMessage" : "Are you sure?", + "validationRequired" : "Step", + "redirectPageName" : "", + "redirectTemplateUrl" : "vlcAcknowledge.html", + "redirectNextLabel" : "Next", + "redirectNextWidth" : 3, + "redirectPreviousLabel" : "Previous", + "redirectPreviousWidth" : 3, + "showPersistentComponent" : [ true, false ], + "show" : null, + "HTMLTemplateId" : "", + "wpm" : false, + "ssm" : false, + "message" : { }, + "pubsub" : false, + "errorMessage" : { + "custom" : [ ], + "default" : null + }, + "enableDefaultAbort" : false, + "enableActionMessage" : false, + "businessCategory" : "", + "businessEvent" : "", + "lwcComponentOverride" : "" +} + 3.0 + DataRaptor Extract Action + + + + true + false + 1.0 + TextBlock2 + 0.0 + { + "controlWidth" : 12, + "label" : "TextBlock2", + "text" : "<p>Contact is successfully created/updated</p>", + "show" : null, + "dataJSON" : false, + "HTMLTemplateId" : "", + "textKey" : "", + "sanitize" : false +} + 0.0 + Text Block + + true + false + 0.0 + Confirmation + 0.0 + { + "label" : "Confirmation", + "validationRequired" : true, + "previousLabel" : "", + "previousWidth" : "0", + "nextLabel" : "Done", + "nextWidth" : "3", + "cancelLabel" : "Cancel", + "cancelMessage" : "Are you sure?", + "saveLabel" : "", + "saveMessage" : "", + "completeLabel" : "Complete", + "completeMessage" : "Are you sure you want to complete the script?", + "instruction" : "", + "showPersistentComponent" : 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+ "mask" : "", + "pattern" : "", + "ptrnErrText" : "", + "minLength" : 0, + "maxLength" : 255, + "placeholder" : "", + "show" : null, + "conditionType" : "Hide if False", + "accessibleInFutureSteps" : false, + "debounceValue" : 0, + "HTMLTemplateId" : "", + "hide" : false, + "disOnTplt" : false, + "autocomplete" : null +} + 2.0 + Text + + + true + false + 1.0 + Active + 0.0 + { + "controlWidth" : 2, + "label" : "Checkbox1", + "repeat" : false, + "repeatClone" : false, + "repeatLimit" : null, + "readOnly" : false, + "defaultValue" : true, + "help" : false, + "helpText" : "", + "helpTextPos" : "", + "checkLabel" : "Active", + "show" : null, + "conditionType" : "Hide if False", + "accessibleInFutureSteps" : false, + "HTMLTemplateId" : "", + "hide" : false, + "disOnTplt" : false +} + 7.0 + Checkbox + + + + false + false + 2.0 + Lookup1 + 0.0 + { + "controlWidth" : 12, + "label" : "Contact", + "showInputWidth" : false, + "inputWidth" : 12, + "required" : false, + "repeat" : false, + "repeatClone" : false, + "repeatLimit" : null, + "readOnly" : false, + "defaultValue" : null, + "help" : false, + "helpText" : "", + "helpTextPos" : "", + "dataSource" : { + "type" : "SObject", + "mapItems" : { + "phase1MapItems" : [ { + "InterfaceObjectName__c" : "Contact", + "InterfaceFieldAPIName__c" : "Name", + "FilterOperator__c" : "=", + "FilterValue__c" : "Name", + "InterfaceObjectLookupOrder__c" : 1, + "DomainObjectFieldAPIName__c" : "Name" + } ], + "phase2MapItems" : [ ], + "inputParameters" : [ { + "element" : "%ContactNames.Contact%", + "inputParam" : "Name" + } ] + }, + "source" : "" + }, + "placeholder" : "", + "show" : null, + "conditionType" : "Hide if False", + "accessibleInFutureSteps" : false, + "HTMLTemplateId" : "", + "hide" : false, + "disOnTplt" : false, + "clearValue" : true, + "errorMessage" : { + "custom" : [ ], + "default" : null + } +} + 0.0 + Lookup + + + + true + false + 3.0 + ExistingContact + 0.0 + { + "controlWidth" : 12, + "label" : "ExistingContact", + "bundle" : "DrExistingContact", + "ignoreCache" : false, + "dataRaptor Input Parameters" : [ { + "element" : "TypeAhead1", + "inputParam" : "Key" + } ], + "remoteTimeout" : 30000, + "responseJSONPath" : "", + "responseJSONNode" : "", + "inProgressMessage" : "In Progress", + "postMessage" : "Done", + "failureNextLabel" : "Continue", + "failureAbortLabel" : "Abort", + "failureGoBackLabel" : "Go Back", + "failureAbortMessage" : "Are you sure?", + "validationRequired" : "Step", + "redirectPageName" : "", + "redirectTemplateUrl" : "vlcAcknowledge.html", + "redirectNextLabel" : "Next", + "redirectNextWidth" : 3, + "redirectPreviousLabel" : "Previous", + "redirectPreviousWidth" : 3, + "showPersistentComponent" : [ true, false ], + "show" : null, + "HTMLTemplateId" : "", + "wpm" : false, + "ssm" : false, + "message" : { }, + "pubsub" : false, + "errorMessage" : { + "custom" : [ ], + "default" : null + }, + "enableDefaultAbort" : false, + "enableActionMessage" : false, + "businessCategory" : "", + "businessEvent" : "" +} + 0.0 + DataRaptor Extract Action + + true + false + 2.0 + TypeAhead1 + 0.0 + { + "controlWidth" : 12, + "label" : "Contact", + "showInputWidth" : false, + "inputWidth" : 12, + "googleTransformation" : { + "street" : "", + "locality" : "", + "administrative_area_level_1" : "", + "administrative_area_level_2" : "", + "country" : "", + "postal_code" : "" + }, + "required" : true, + "readOnly" : false, + "help" : false, + "helpText" : "", + "helpTextPos" : "", + "minLength" : 0, + "maxLength" : 255, + "show" : null, + "conditionType" : "Hide if False", + "accessibleInFutureSteps" : false, + "debounceValue" : 0, + "typeAheadKey" : "Name", + "dataProcessorFunction" : "", + "callFrequency" : 300, + "editMode" : true, + "newItemLabel" : "", + "hideEditButton" : true, + "enableGoogleMapsAutocomplete" : false, + "enableLookup" : false, + "disableDataFilter" : false, + "googleMapsAPIKey" : "", + "hideMap" : true, + "googleAddressCountry" : "all", + "useDataJson" : false, + "dataJsonPath" : "", + "HTMLTemplateId" : "" +} + 1.0 + Type Ahead Block + + true + false + 1.0 + Block1 + 0.0 + { + "controlWidth" : 12, + "label" : "Create Existing Contact", + "collapse" : false, + "repeat" : false, + "repeatClone" : false, + "repeatLimit" : null, + "show" : { + "group" : { + "operator" : "AND", + "rules" : [ { + "data" : "Existing Contact", + "condition" : "=", + "field" : "Contact" + } ] + } + }, + "conditionType" : "Hide if False", + "accessibleInFutureSteps" : false, + "HTMLTemplateId" : "", + "hide" : false +} + 3.0 + Block + + + + true + false + 2.0 + Email + 0.0 + { + "autocomplete" : null, + "disOnTplt" : false, + "hide" : false, + "HTMLTemplateId" : "", + "debounceValue" : 0, + "accessibleInFutureSteps" : false, + "conditionType" : "Hide if False", + "show" : null, + "placeholder" : "", + "maxLength" : 255, + "minLength" : 0, + "ptrnErrText" : "", + "pattern" : "", + "mask" : "", + "helpTextPos" : "", + "helpText" : "", + "help" : false, + "defaultValue" : null, + "readOnly" : false, + "repeatLimit" : null, + "repeatClone" : false, + "repeat" : false, + "required" : false, + "inputWidth" : 12, + "showInputWidth" : false, + "label" : "Email", + "controlWidth" : 4 +} + 5.0 + Text + + + true + false + 2.0 + FirstName + 0.0 + { + "autocomplete" : null, + "disOnTplt" : false, + "hide" : false, + "HTMLTemplateId" : "", + "debounceValue" : 0, + "accessibleInFutureSteps" : false, + "conditionType" : "Hide if False", + "show" : null, + "placeholder" : "", + "maxLength" : 255, + "minLength" : 0, + "ptrnErrText" : "", + "pattern" : "", + "mask" : "", + "helpTextPos" : "", + "helpText" : "", + "help" : false, + "defaultValue" : null, + "readOnly" : false, + "repeatLimit" : null, + "repeatClone" : false, + "repeat" : false, + "required" : false, + "inputWidth" : 12, + "showInputWidth" : false, + "label" : "First Name", + "controlWidth" : 5 +} + 1.0 + Text + + + true + false + 2.0 + LastName + 0.0 + { + "autocomplete" : null, + 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